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.
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KPMG Peat Marwick Employees
Employee
Years
Job
Industry
Jeffrey Marsh Jeffrey Marsh's KPMG Peat Marwick Experience April 1997 - October 1997
Job Sr Mgr Database Engineering
Industry Hospital & Health Care
Experience
Providence Health & Services May 2009 - Present
Providence Health & Services September 2012 - June 2013
Providence Health & Services April 2007 - January 2013
Providence Health & Services July 2002 - April 2007
Providence Health & Services December 2000 - July 2002
GeoAgents.com August 1998 - November 2000
Net-Venture, Inc May 1996 - June 2000
Providence St. Peter Hospital October 1997 - August 1998
KPMG Peat Marwick April 1997 - October 1997
Cubic Defense Applications March 1992 - April 1997
Skills
Databases, Requirements Analysis, System Architecture, Analysis, Systems Analysis, Software Engineering, Enterprise Architecture, Change Management, Operations Management, Web Development, Architecture Assessment, Healthcare Information..., Architecture, Architectures, IT Management, Management, Software Documentation, Web Applications, T-SQL, Integration, SQL, Program Management, SDLC, Visio, Database Design, Testing, Security, System Administration, Microsoft SQL Server, Data Modeling, Operating Systems, Technical Writing, Access, Project Management, SharePoint, Process Improvement, Business Process
Education
Saint Martin's College 1982 — 1986
BS, Software Technologies
Lakes High School 1981 — 1982
Berlin American High School 1980 — 1982
Providence Health & Services May 2009 - Present
Providence Health & Services September 2012 - June 2013
Providence Health & Services April 2007 - January 2013
Providence Health & Services July 2002 - April 2007
Providence Health & Services December 2000 - July 2002
GeoAgents.com August 1998 - November 2000
Net-Venture, Inc May 1996 - June 2000
Providence St. Peter Hospital October 1997 - August 1998
KPMG Peat Marwick April 1997 - October 1997
Cubic Defense Applications March 1992 - April 1997
Skills
Databases, Requirements Analysis, System Architecture, Analysis, Systems Analysis, Software Engineering, Enterprise Architecture, Change Management, Operations Management, Web Development, Architecture Assessment, Healthcare Information..., Architecture, Architectures, IT Management, Management, Software Documentation, Web Applications, T-SQL, Integration, SQL, Program Management, SDLC, Visio, Database Design, Testing, Security, System Administration, Microsoft SQL Server, Data Modeling, Operating Systems, Technical Writing, Access, Project Management, SharePoint, Process Improvement, Business Process
Education
Saint Martin's College 1982 — 1986
BS, Software Technologies
Lakes High School 1981 — 1982
Berlin American High School 1980 — 1982
Diane Cancro Diane Cancro's KPMG Peat Marwick Experience 1987 - 1988
Job Residential Realtor at SKBK Sotheby's International Realty
Industry Real Estate
Experience
SKBK Sotheby's International Realty May 2013 - Present
Max Broock Realtors September 2000 - Present
Detroit Regional Chamber 1996 - December 1999
United States Peace Corp - Ukraine November 1992 - January 1994
Allied Bindery Company 1989 - 1992
Jeffferson Educational Foundation 1988 - 1989
KPMG Peat Marwick 1987 - 1988
Skills
Buyer's Agent, Seller's Agent, Marketing Specialist, Home Staging, Negotiation, Real Estate, Short Sales, Real Estate Transactions, Selling, First Time Home Buyers, Sellers, Seller's, Listings, Residential Homes, Seller Representation, Buyer Representation, Condos, Buyers, Investors, Marketing, New Home Sales, Foreclosures, Investment Properties, Relocation, Property, FHA, Single Family Homes
Education
Wayne State University 1995 — 1996
MAET, Secondary Education
Saint Mary's College 1983 — 1987
BBA, Humanities and Accounting
SKBK Sotheby's International Realty May 2013 - Present
Max Broock Realtors September 2000 - Present
Detroit Regional Chamber 1996 - December 1999
United States Peace Corp - Ukraine November 1992 - January 1994
Allied Bindery Company 1989 - 1992
Jeffferson Educational Foundation 1988 - 1989
KPMG Peat Marwick 1987 - 1988
Skills
Buyer's Agent, Seller's Agent, Marketing Specialist, Home Staging, Negotiation, Real Estate, Short Sales, Real Estate Transactions, Selling, First Time Home Buyers, Sellers, Seller's, Listings, Residential Homes, Seller Representation, Buyer Representation, Condos, Buyers, Investors, Marketing, New Home Sales, Foreclosures, Investment Properties, Relocation, Property, FHA, Single Family Homes
Education
Wayne State University 1995 — 1996
MAET, Secondary Education
Saint Mary's College 1983 — 1987
BBA, Humanities and Accounting
David Anthony Hernandez David Anthony Hernandez's KPMG Peat Marwick Experience January 1996 - April 1996
Job Dave Hernandez Tax Accountant
Industry Accounting
Experience
LA Tax Guy January 2002 - Present
Mark Filler CPA January 2002 - April 2003
Tanner, Mainstain, Hoffer & Peyrot CPA’s January 2001 - April 2001
Power & Twersky CPA’s Business Mgmt January 2001 - April 2001
Johnson, Harband, Foster & Darling CPA's January 2000 - April 2000
Warner, Corbet and Gutentag CPAs January 2000 - April 2000
Bay, Sherman, Craig & Goldstein CPA's January 1999 - April 1999
Windes & McClaughry January 1997 - April 1998
KPMG Peat Marwick January 1996 - April 1996
Skills
QuickBooks, Small Business, Tax, Tax Returns, Bookkeeping, Business, Home Based Business, Accounting, Spreadsheets, Auditing, CPA, Financial Analysis, Financial Reporting, Leadership, Tax Law, Nonprofits, Business Planning, Balance, Tax Advisory, Microsoft Excel, IRS, Training, Payroll, Account Reconciliation, Accounts Payable, Financial Accounting, Accounts Receivable, Internal Controls, Tax Preparation, Tax Accounting, Tax Research, Sales Tax, Corporate Tax, LLC, Payroll Taxes, Income Tax, ProSystem fx Tax, S Corporations, Invoicing, Preparation, Lacerte, Strategic Financial..., Property Tax, Finance, Time Management, Estate Tax Planning
Education
Metropolitan State College of Denver 1981 — 1982
Bachelor of Science, Accounting
San Diego State University-California State University 1973 — 1977
Bachelor, Science Marketing
LA Tax Guy January 2002 - Present
Mark Filler CPA January 2002 - April 2003
Tanner, Mainstain, Hoffer & Peyrot CPA’s January 2001 - April 2001
Power & Twersky CPA’s Business Mgmt January 2001 - April 2001
Johnson, Harband, Foster & Darling CPA's January 2000 - April 2000
Warner, Corbet and Gutentag CPAs January 2000 - April 2000
Bay, Sherman, Craig & Goldstein CPA's January 1999 - April 1999
Windes & McClaughry January 1997 - April 1998
KPMG Peat Marwick January 1996 - April 1996
Skills
QuickBooks, Small Business, Tax, Tax Returns, Bookkeeping, Business, Home Based Business, Accounting, Spreadsheets, Auditing, CPA, Financial Analysis, Financial Reporting, Leadership, Tax Law, Nonprofits, Business Planning, Balance, Tax Advisory, Microsoft Excel, IRS, Training, Payroll, Account Reconciliation, Accounts Payable, Financial Accounting, Accounts Receivable, Internal Controls, Tax Preparation, Tax Accounting, Tax Research, Sales Tax, Corporate Tax, LLC, Payroll Taxes, Income Tax, ProSystem fx Tax, S Corporations, Invoicing, Preparation, Lacerte, Strategic Financial..., Property Tax, Finance, Time Management, Estate Tax Planning
Education
Metropolitan State College of Denver 1981 — 1982
Bachelor of Science, Accounting
San Diego State University-California State University 1973 — 1977
Bachelor, Science Marketing
Jacqueline Jarema, MLS Jacqueline Jarema, MLS's KPMG Peat Marwick Experience 1990 - 1997
Job Competitive Intelligence Analyst | Market Researcher | Marketing Strategist
Industry Research
Experience
American Express September 2014 - Present
Manin Group May 2012 - Present
Independent Consultant November 2008 - Present
Lucrative Logic October 2008 - Present
White & Case LLP April 2007 - November 2008
Travelport Inc. June 2006 - March 2007
Geller & Company October 2003 - June 2006
Deloitte & Touche July 2001 - June 2002
KPMG Peat Marwick 1990 - 1997
Skills
Competitive Intelligence, Market Research, Analytics, Product Development, Report Writing, Brand Awareness, Consumer Insights, Win / Loss Analysis, Marketing Strategy, New Business Development, Presenter, Entrepreneur, Web Design, Archival Research, Interviewing, Qualitative Research, Research Project..., Client Relationship..., Competitive Analysis, Market Analysis, Firm360, Westlaw, PACER, Mergermarket, Lexis, Customer Insight, Project Management, CRM, Interviews, Business Development, Entrepreneurship, Segmentation, Integrated Marketing, Management, Marketing Research, Management Consulting, Analysis, Consulting, Marketing, Leadership, Strategy, Business Planning, Social Media Marketing, Market Intelligence, Strategic Planning, Mergers & Acquisitions, Online Research, Blogging, Primary Research
Education
Saint John's University 1995 — 1998
MLS
Rider University
BA
The Academy of St. Aloysius
Diploma
American Express September 2014 - Present
Manin Group May 2012 - Present
Independent Consultant November 2008 - Present
Lucrative Logic October 2008 - Present
White & Case LLP April 2007 - November 2008
Travelport Inc. June 2006 - March 2007
Geller & Company October 2003 - June 2006
Deloitte & Touche July 2001 - June 2002
KPMG Peat Marwick 1990 - 1997
Skills
Competitive Intelligence, Market Research, Analytics, Product Development, Report Writing, Brand Awareness, Consumer Insights, Win / Loss Analysis, Marketing Strategy, New Business Development, Presenter, Entrepreneur, Web Design, Archival Research, Interviewing, Qualitative Research, Research Project..., Client Relationship..., Competitive Analysis, Market Analysis, Firm360, Westlaw, PACER, Mergermarket, Lexis, Customer Insight, Project Management, CRM, Interviews, Business Development, Entrepreneurship, Segmentation, Integrated Marketing, Management, Marketing Research, Management Consulting, Analysis, Consulting, Marketing, Leadership, Strategy, Business Planning, Social Media Marketing, Market Intelligence, Strategic Planning, Mergers & Acquisitions, Online Research, Blogging, Primary Research
Education
Saint John's University 1995 — 1998
MLS
Rider University
BA
The Academy of St. Aloysius
Diploma
Patrick Donahoe Patrick Donahoe's KPMG Peat Marwick Experience December 1986 - October 1988
Job Managing Member, Tax Management Service International, LLC
Industry Accounting
Experience
Pat Knows Ireland. June 2007 - Present
Tax Management Service International, LLC June 2005 - Present
Donahoe & Associates, Inc. CPA's December 1993 - Present
Count Management Services, Ltd. June 2012 - Present
Western CPE October 2010 - Present
Kanawha County Parks & Recreation Commission 2004 - Present
Howell & Paterno, CPA's October 1988 - December 1993
KPMG Peat Marwick December 1986 - October 1988
Skills
Tax, International Tax, Income Tax, Small Business, Financial Planning, Estate Planning, Mergers, Strategic Financial..., Mergers & Acquisitions, Tax Preparation, CPA, Finance, Accounting, Financial Reporting, Strategic Planning, Leadership, Financial Analysis, Management, QuickBooks, Corporate Tax, Forensic Accounting, Auditing, Budgets, Forecasting, Financial Accounting, Managerial Finance, Business Planning, Investments, GAAP, Tax Research, Public Speaking
Education
Robert Morris University 1983 — 1987
MST, Masters degree in Taxation
West Virginia University 1971 — 1975
BSBA, business administration
George Washington high school
Pat Knows Ireland. June 2007 - Present
Tax Management Service International, LLC June 2005 - Present
Donahoe & Associates, Inc. CPA's December 1993 - Present
Count Management Services, Ltd. June 2012 - Present
Western CPE October 2010 - Present
Kanawha County Parks & Recreation Commission 2004 - Present
Howell & Paterno, CPA's October 1988 - December 1993
KPMG Peat Marwick December 1986 - October 1988
Skills
Tax, International Tax, Income Tax, Small Business, Financial Planning, Estate Planning, Mergers, Strategic Financial..., Mergers & Acquisitions, Tax Preparation, CPA, Finance, Accounting, Financial Reporting, Strategic Planning, Leadership, Financial Analysis, Management, QuickBooks, Corporate Tax, Forensic Accounting, Auditing, Budgets, Forecasting, Financial Accounting, Managerial Finance, Business Planning, Investments, GAAP, Tax Research, Public Speaking
Education
Robert Morris University 1983 — 1987
MST, Masters degree in Taxation
West Virginia University 1971 — 1975
BSBA, business administration
George Washington high school
Kathleen Kurre's KPMG Peat Marwick Experience 1983 - 1985
Job Senior Business Executive and Technology Entrepreneur | Growing and Transforming Organizations and Outcomes
Industry Management Consulting
Experience
Fusion Advisors, LLC 2012 - Present
TechBridge 2008 - 2011
Georgia Institute of Technology 2006 - 2008
Fusion Advisors, LLC 2001 - January 2006
Intellego (formerly Physicians Data Corp) 1998 - 2000
University of Louisville 1997 - 1998
Healthcare Recoveries, Inc. 1989 - 1997
Aegon Corporation (formerly Providian Corporation) 1988 - 1989
Humana Inc. 1985 - 1988
KPMG Peat Marwick 1983 - 1985
Skills
Entrepreneurship, Leadership, Leadership Development, Strategic Planning, Strategy, Management Consulting, Public Speaking, Project Planning, Business Development, Start-ups, Integration, IT Strategy, Program Management, Business Strategy, Executive Management, Coaching, Management, Consulting, Product Development, Change Management, Cloud Computing, Process Improvement, Project Management, Strategic Partnerships, Business Process..., Vendor Management, Healthcare, CRM, Mobile Applications, Marketing Strategy, New Business Development, Team Building, SaaS, Sales, Business Intelligence, Professional Services, Mergers, Marketing, Mergers & Acquisitions, Product Management, Cross-functional Team..., Business Analysis, Customer Relations, Technology Adoption, Needs Assessment, Program Development, B2B, public, Startup Development, Turnaround Experience
Education
Purdue University 1970 — 1974
Bachelor of Science, Mathematics
Seminary of Spiritual Peacemaking 2005 — 2007
Masters, Divinity
Fusion Advisors, LLC 2012 - Present
TechBridge 2008 - 2011
Georgia Institute of Technology 2006 - 2008
Fusion Advisors, LLC 2001 - January 2006
Intellego (formerly Physicians Data Corp) 1998 - 2000
University of Louisville 1997 - 1998
Healthcare Recoveries, Inc. 1989 - 1997
Aegon Corporation (formerly Providian Corporation) 1988 - 1989
Humana Inc. 1985 - 1988
KPMG Peat Marwick 1983 - 1985
Skills
Entrepreneurship, Leadership, Leadership Development, Strategic Planning, Strategy, Management Consulting, Public Speaking, Project Planning, Business Development, Start-ups, Integration, IT Strategy, Program Management, Business Strategy, Executive Management, Coaching, Management, Consulting, Product Development, Change Management, Cloud Computing, Process Improvement, Project Management, Strategic Partnerships, Business Process..., Vendor Management, Healthcare, CRM, Mobile Applications, Marketing Strategy, New Business Development, Team Building, SaaS, Sales, Business Intelligence, Professional Services, Mergers, Marketing, Mergers & Acquisitions, Product Management, Cross-functional Team..., Business Analysis, Customer Relations, Technology Adoption, Needs Assessment, Program Development, B2B, public, Startup Development, Turnaround Experience
Education
Purdue University 1970 — 1974
Bachelor of Science, Mathematics
Seminary of Spiritual Peacemaking 2005 — 2007
Masters, Divinity
Kathy Longo's KPMG Peat Marwick Experience 1995 - 1996
Job President & Founder at Flourish Wealth Management
Industry Financial Services
Experience
Flourish Wealth Management April 2014 - Present
Accredited Investors Inc. 2001 - April 2014
Family Financial Strategies 1997 - 2000
Ameriprise Financial Services, Inc. 1996 - 1997
KPMG Peat Marwick 1995 - 1996
Deloitte & Touche 1994 - 1995
CCP Financial Planning Services, Inc. 1992 - 1993
Skills
Estate Planning, Wealth Management, Retirement Planning, Wealth, Management, Investment Advisory, Financial Goals, Financial Advisory, Asset Allocation, Financial Services, Finance, Asset Management, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Leadership, Investments, Certified Financial..., Investment Management, Portfolio Management
Education
Purdue University 1988 — 1992
BS, Financial Planning and Counseling
Flourish Wealth Management April 2014 - Present
Accredited Investors Inc. 2001 - April 2014
Family Financial Strategies 1997 - 2000
Ameriprise Financial Services, Inc. 1996 - 1997
KPMG Peat Marwick 1995 - 1996
Deloitte & Touche 1994 - 1995
CCP Financial Planning Services, Inc. 1992 - 1993
Skills
Estate Planning, Wealth Management, Retirement Planning, Wealth, Management, Investment Advisory, Financial Goals, Financial Advisory, Asset Allocation, Financial Services, Finance, Asset Management, Retirement, Strategic Planning, Strategic Financial..., Insurance, CRM, Tax, Financial Planners, Leadership, Investments, Certified Financial..., Investment Management, Portfolio Management
Education
Purdue University 1988 — 1992
BS, Financial Planning and Counseling
Wesley Dittman Wesley Dittman's KPMG Peat Marwick Experience September 1985 - April 1988
Job Office Manager at Sun Microwave Inc, dba Sun Wireless
Industry Consumer Goods
Experience
Sun Microwave Inc, dba Sun Wireless September 2013 - Present
Chicken of the Sea Int'l March 2013 - August 2013
Mitchell International 2003 - 2011
Mitchell International 1997 - 2002
Mitchell International 1993 - 1997
Costco Wholesale September 1990 - September 1993
Smith Laboratories April 1988 - December 1989
KPMG Peat Marwick September 1985 - April 1988
Skills
Microsoft Office, databases, Financial Analysis, General Ledger, Financial Reporting, Cash Management, Access, Databases, Business Analysis, Revenue Recognition, Account Reconciliation, Accounting, Accounts Payable, Variance Analysis, Internal Controls, Finance, Analysis, Salesforce.com, Budgets, GAAP, Management, Accounts Receivable, Software Documentation, Risk Management
Education
San Diego State University-California State University 1982 — 1985
B.S., Accounting
Sun Microwave Inc, dba Sun Wireless September 2013 - Present
Chicken of the Sea Int'l March 2013 - August 2013
Mitchell International 2003 - 2011
Mitchell International 1997 - 2002
Mitchell International 1993 - 1997
Costco Wholesale September 1990 - September 1993
Smith Laboratories April 1988 - December 1989
KPMG Peat Marwick September 1985 - April 1988
Skills
Microsoft Office, databases, Financial Analysis, General Ledger, Financial Reporting, Cash Management, Access, Databases, Business Analysis, Revenue Recognition, Account Reconciliation, Accounting, Accounts Payable, Variance Analysis, Internal Controls, Finance, Analysis, Salesforce.com, Budgets, GAAP, Management, Accounts Receivable, Software Documentation, Risk Management
Education
San Diego State University-California State University 1982 — 1985
B.S., Accounting
Bob Edmondson, FACHE Bob Edmondson, FACHE's KPMG Peat Marwick Experience April 1995 - February 1996
Job Senior Vice President Strategy and Business Development
Industry Hospital & Health Care
Experience
St. Mary Medical Center, Langhorne, PA January 2015 - Present
Carroll Hospital Center January 2012 - January 2015
West Penn Allegheny Health System March 2008 - September 2011
Endeavor Health Group June 2002 - March 2008
Mercy Health Partners March 1998 - June 2002
Ernst & Young February 1996 - March 1998
KPMG Peat Marwick April 1995 - February 1996
Physician Strategies 2000 June 1993 - March 1995
US Air Force October 1983 - June 1993
Skills
Healthcare Management, Strategic Planning, Healthcare Information..., Healthcare Industry, Healthcare, Hospitals, Revenue Cycle, Leadership, Healthcare Consulting, Physicians
Education
San Diego State University-California State University 1981 — 1983
MPH, Healthcare Administration
University of California, San Diego 1977 — 1981
BA, English
St. Mary Medical Center, Langhorne, PA January 2015 - Present
Carroll Hospital Center January 2012 - January 2015
West Penn Allegheny Health System March 2008 - September 2011
Endeavor Health Group June 2002 - March 2008
Mercy Health Partners March 1998 - June 2002
Ernst & Young February 1996 - March 1998
KPMG Peat Marwick April 1995 - February 1996
Physician Strategies 2000 June 1993 - March 1995
US Air Force October 1983 - June 1993
Skills
Healthcare Management, Strategic Planning, Healthcare Information..., Healthcare Industry, Healthcare, Hospitals, Revenue Cycle, Leadership, Healthcare Consulting, Physicians
Education
San Diego State University-California State University 1981 — 1983
MPH, Healthcare Administration
University of California, San Diego 1977 — 1981
BA, English
Gerry Cottrell, CPA Gerry Cottrell, CPA's KPMG Peat Marwick Experience 1983 - 1988
Job Vice President, Management Systems CocaCola Refreshments
Industry Wholesale
Experience
Coca-Cola Refreshments 2010 - Present
Coca-Cola Enterprises 2009 - Present
The Coca-Cola Company 2010 - 2012
The Coca-Cola Bottling Company of New York 1988 - 1997
Coca-Cola Company of NY, a Division of Coca-Cola Enterprises Inc. 1988 - 1997
Coca-Cola Bottling Co of New York 1988 - 1997
The Coca-cola Bottling Co of NY inc 1988 - 1997
KPMG Audit 1983 - 1988
KPMG Peat Marwick 1983 - 1988
Skills
Consumer Products, Income Statement, Forecasting, Variance Analysis, Sarbanes-Oxley, Pricing, Sarbanes-Oxley Act, Profit, Cost Accounting, FMCG, Internal Controls, Pricing Strategy, SAP, Financial Reporting, Managerial Finance, Consolidation, Sales Operations, Budgets, Beverage Industry, Cross-functional Team...
Education
Rutgers University-New Brunswick 1979 — 1982
BS, Accounting
William Paterson University of New Jersey 1974 — 1978
BS, Criminal Justice
Coca-Cola Refreshments 2010 - Present
Coca-Cola Enterprises 2009 - Present
The Coca-Cola Company 2010 - 2012
The Coca-Cola Bottling Company of New York 1988 - 1997
Coca-Cola Company of NY, a Division of Coca-Cola Enterprises Inc. 1988 - 1997
Coca-Cola Bottling Co of New York 1988 - 1997
The Coca-cola Bottling Co of NY inc 1988 - 1997
KPMG Audit 1983 - 1988
KPMG Peat Marwick 1983 - 1988
Skills
Consumer Products, Income Statement, Forecasting, Variance Analysis, Sarbanes-Oxley, Pricing, Sarbanes-Oxley Act, Profit, Cost Accounting, FMCG, Internal Controls, Pricing Strategy, SAP, Financial Reporting, Managerial Finance, Consolidation, Sales Operations, Budgets, Beverage Industry, Cross-functional Team...
Education
Rutgers University-New Brunswick 1979 — 1982
BS, Accounting
William Paterson University of New Jersey 1974 — 1978
BS, Criminal Justice
Sue Franey-Liberto, B. Comm., CPA, CGA Sue Franey-Liberto, B. Comm., CPA, CGA's KPMG Peat Marwick Experience September 1988 - March 1990
Job Briarlane Winning Spirit Award Winner 2014 at Briarlane Rental Property Management Inc.
Industry Accounting
Experience
Briarlane Rental Property Mgmt Inc. June 2003 - Present
Baylawn Co-operative Preschool September 2005 - August 2008
Briarlane Rental Property Mgmt Inc. February 2001 - May 2002
Greenwin/HiStar Property Management. May 1998 - February 2001
HiStar Property Management April 1996 - April 1998
Highmark Properties April 1990 - March 1996
KPMG Peat Marwick September 1988 - March 1990
Skills
Budgets, Accounting, Financial Analysis, General Ledger, Fundraising, Internal Controls, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Variance Analysis, Financial Accounting, Financial Reporting, Cash Flow, Forecasting
Education
Chartered Professional Accountants of Ontario
CPA
Certified General Accountants of Ontario
CGA
Saint Mary's University 1983 — 1987
B. Comm, Accounting
West Kings District High School 1978 — 1983
High School Graduate (Honours)
Briarlane Rental Property Mgmt Inc. June 2003 - Present
Baylawn Co-operative Preschool September 2005 - August 2008
Briarlane Rental Property Mgmt Inc. February 2001 - May 2002
Greenwin/HiStar Property Management. May 1998 - February 2001
HiStar Property Management April 1996 - April 1998
Highmark Properties April 1990 - March 1996
KPMG Peat Marwick September 1988 - March 1990
Skills
Budgets, Accounting, Financial Analysis, General Ledger, Fundraising, Internal Controls, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Variance Analysis, Financial Accounting, Financial Reporting, Cash Flow, Forecasting
Education
Chartered Professional Accountants of Ontario
CPA
Certified General Accountants of Ontario
CGA
Saint Mary's University 1983 — 1987
B. Comm, Accounting
West Kings District High School 1978 — 1983
High School Graduate (Honours)
Narain Bhatia Narain Bhatia's KPMG Peat Marwick Experience June 1967 - September 1977
Job Chairman Emeritus at The Nonprofit Net Inc.
Industry Nonprofit Organization Management
Experience
The Nonprofit Net Inc. January 2009 - Present
Lexington Economic Development Advisory Committee 2008 - Present
New England Hindu Temple 2003 - Present
The Nonprofit Net Inc. October 2003 - November 2008
Cary Memorial Library Foundation 1998 - 2007
Suitable Match Inc. January 1996 - May 2000
Minuteman International September 1977 - December 1995
KPMG Peat Marwick June 1967 - September 1977
Skills
Non-profits, Board Development, Strategic Planning, Philanthropy, Community Outreach, Program Management, Public Speaking, Fundraising, Entrepreneurship, Leadership Development, Nonprofits, Economic Development, Strategy, Project Planning, Management Consulting, Program Development, Community Development, Politics, Organizational..., Volunteer Management, Grants, Social Entrepreneurship, Proposal Writing, Workshop Facilitation, Grant Writing, Non-profit...
Education
Rensselaer Polytechnic Institute 1966 — 1967
M.S, Management Science
Jamanalal Bajaj Institute of Management 1962 — 1965
DBM, Industrial Management
The Nonprofit Net Inc. January 2009 - Present
Lexington Economic Development Advisory Committee 2008 - Present
New England Hindu Temple 2003 - Present
The Nonprofit Net Inc. October 2003 - November 2008
Cary Memorial Library Foundation 1998 - 2007
Suitable Match Inc. January 1996 - May 2000
Minuteman International September 1977 - December 1995
KPMG Peat Marwick June 1967 - September 1977
Skills
Non-profits, Board Development, Strategic Planning, Philanthropy, Community Outreach, Program Management, Public Speaking, Fundraising, Entrepreneurship, Leadership Development, Nonprofits, Economic Development, Strategy, Project Planning, Management Consulting, Program Development, Community Development, Politics, Organizational..., Volunteer Management, Grants, Social Entrepreneurship, Proposal Writing, Workshop Facilitation, Grant Writing, Non-profit...
Education
Rensselaer Polytechnic Institute 1966 — 1967
M.S, Management Science
Jamanalal Bajaj Institute of Management 1962 — 1965
DBM, Industrial Management
Christopher Chrzan's KPMG Peat Marwick Experience August 1988 - October 1990
Job Director Institutional Business Group at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson 2012 - Present
Johnson & Johnson 2009 - 2012
Johnson and Johnson February 2008 - January 2010
Janssen Pharmaceutica October 2005 - February 2008
Ortho-McNeil Pharmaceutical 2001 - 2005
Johnson & Johnson April 1995 - September 1998
Johnson & Johnson March 1993 - March 1995
Johnson & Johnson October 1990 - March 1993
KPMG Peat Marwick August 1988 - October 1990
Skills
PBM, Managed Care, National Account..., National Sales Director, Pharm Sales Management, Rheumatology, Psychiatry, Biotechnology, Gastroenterology, Account Management, Pharmaceutical Sales, Product Launches, Contract Negotiations, Pharmaceuticals, Product Launch, Sales Force Development, Pharmaceutical Industry, Market Analysis, Pharmacy Benefit..., Cross-functional Team..., Urology, Hospitals, Strategy, Healthcare, Contract Negotiation, Marketing, Strategic Planning, Sales Management, Market Research, Sales
Education
Rider University 1993 — 1995
MBA, Marketing
University of Scranton 1984 — 1988
BS, Accounting
Johnson & Johnson 2012 - Present
Johnson & Johnson 2009 - 2012
Johnson and Johnson February 2008 - January 2010
Janssen Pharmaceutica October 2005 - February 2008
Ortho-McNeil Pharmaceutical 2001 - 2005
Johnson & Johnson April 1995 - September 1998
Johnson & Johnson March 1993 - March 1995
Johnson & Johnson October 1990 - March 1993
KPMG Peat Marwick August 1988 - October 1990
Skills
PBM, Managed Care, National Account..., National Sales Director, Pharm Sales Management, Rheumatology, Psychiatry, Biotechnology, Gastroenterology, Account Management, Pharmaceutical Sales, Product Launches, Contract Negotiations, Pharmaceuticals, Product Launch, Sales Force Development, Pharmaceutical Industry, Market Analysis, Pharmacy Benefit..., Cross-functional Team..., Urology, Hospitals, Strategy, Healthcare, Contract Negotiation, Marketing, Strategic Planning, Sales Management, Market Research, Sales
Education
Rider University 1993 — 1995
MBA, Marketing
University of Scranton 1984 — 1988
BS, Accounting
George Lowery George Lowery's KPMG Peat Marwick Experience February 1987 - February 1990
Job Managing Director, SAPienza
Industry Information Technology and Services
Experience
SAPienza May 2014 - Present
IBM Global Business Services February 1999 - April 2014
HP February 1996 - February 1998
WR Grace February 1990 - February 1996
KPMG Peat Marwick February 1987 - February 1990
Skills
Management Consulting, Business Transformation, IT Strategy, Business Analysis, Business Process, Business Process..., Business Process..., ERP, Enterprise Software, Outsourcing, Program Management, SAP, Business Process Design, PMO, Business Intelligence
Education
Purdue University - Krannert School of Management 1982 — 1986
B.S., Accountancy
Suffolk University - Sawyer Business School
M.B.A., Finance
SAPienza May 2014 - Present
IBM Global Business Services February 1999 - April 2014
HP February 1996 - February 1998
WR Grace February 1990 - February 1996
KPMG Peat Marwick February 1987 - February 1990
Skills
Management Consulting, Business Transformation, IT Strategy, Business Analysis, Business Process, Business Process..., Business Process..., ERP, Enterprise Software, Outsourcing, Program Management, SAP, Business Process Design, PMO, Business Intelligence
Education
Purdue University - Krannert School of Management 1982 — 1986
B.S., Accountancy
Suffolk University - Sawyer Business School
M.B.A., Finance
Jennifer Spooner Jennifer Spooner's KPMG Peat Marwick Experience January 1994 - August 1997
Job Managing Partner, Tax Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
Cross, Fernandez & Riley, LLP December 2008 - July 2015
Super Suppers of Winter Springs January 2006 - March 2009
Deloitte September 1997 - December 2005
KPMG Peat Marwick January 1994 - August 1997
Skills
Auditing, Tax Credits, Accounting, International Tax, Financial Planners, Tax, Forensic Accounting, General Ledger, Account Reconciliation, CPA, GAAP, Corporate Tax, SEC filings, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Reporting, Income Tax, Internal Controls, Tax Preparation, Sarbanes-Oxley Act, Partnership Taxation, US GAAP, Financial Accounting, Tax Advisory, Tax Returns, Tax Accounting, Tax Research, Sales Tax, Payroll Taxes, ProSystem fx Tax, QuickBooks, Assurance, Estate Tax Planning, Financial Statements, S Corporations
Education
Saint Xavier University 1989 — 1992
B.S., Accounting
BDO USA, LLP August 2015 - Present
Cross, Fernandez & Riley, LLP December 2008 - July 2015
Super Suppers of Winter Springs January 2006 - March 2009
Deloitte September 1997 - December 2005
KPMG Peat Marwick January 1994 - August 1997
Skills
Auditing, Tax Credits, Accounting, International Tax, Financial Planners, Tax, Forensic Accounting, General Ledger, Account Reconciliation, CPA, GAAP, Corporate Tax, SEC filings, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Reporting, Income Tax, Internal Controls, Tax Preparation, Sarbanes-Oxley Act, Partnership Taxation, US GAAP, Financial Accounting, Tax Advisory, Tax Returns, Tax Accounting, Tax Research, Sales Tax, Payroll Taxes, ProSystem fx Tax, QuickBooks, Assurance, Estate Tax Planning, Financial Statements, S Corporations
Education
Saint Xavier University 1989 — 1992
B.S., Accounting
Irene Reed Irene Reed's KPMG Peat Marwick Experience August 1994 - June 1996
Job Real Estate Agent at Intero Real Estate Services
Industry Real Estate
Experience
Intero Real Estate Services March 2010 - Present
Junior League Palo Alto Mid-Peninsula 1997 - 2011
Documentum June 1996 - August 1998
KPMG Peat Marwick August 1994 - June 1996
Micrografx March 1992 - August 1994
Computer Associates March 1988 - October 1991
Skills
Sales Management, Marketing, Sellers, Strategic Partnerships, Relocation, First Time Home Buyers, Buyer Representation, Single Family Homes, Real Estate, Investment Properties, Luxury, Business Development, Townhomes, Business Planning, Real Estate Transactions, Condos, Listings, Training, Sales, Selling, Residential Homes, Sales Process, Referrals
Education
San Diego State University-California State University 1983 — 1985
Bachelor of Science (B.S.), Marketing
Intero Real Estate Services March 2010 - Present
Junior League Palo Alto Mid-Peninsula 1997 - 2011
Documentum June 1996 - August 1998
KPMG Peat Marwick August 1994 - June 1996
Micrografx March 1992 - August 1994
Computer Associates March 1988 - October 1991
Skills
Sales Management, Marketing, Sellers, Strategic Partnerships, Relocation, First Time Home Buyers, Buyer Representation, Single Family Homes, Real Estate, Investment Properties, Luxury, Business Development, Townhomes, Business Planning, Real Estate Transactions, Condos, Listings, Training, Sales, Selling, Residential Homes, Sales Process, Referrals
Education
San Diego State University-California State University 1983 — 1985
Bachelor of Science (B.S.), Marketing
Peter Stockman Peter Stockman's KPMG Peat Marwick Experience May 1990 - April 1995
Job Partner, Deep River Group
Industry Management Consulting
Experience
Deep River Group July 2007 - Present
Reed College April 2008 - Present
FpML Commodity Product Working Group November 2011 - August 2014
PA Consulting Group January 2003 - June 2007
Accenture April 1995 - December 2002
KPMG Peat Marwick May 1990 - April 1995
Skills
Strategic Planning, Research, Management Consulting, Risk Management, Corporate Governance, Financial Modeling, Policy, Qualitative Research, Energy, Project Management, Strategy, Management, Financial Services, Business Process..., Business Strategy, Consulting, Program Management, Capital Markets, Trading, Business Analysis
Education
The University of Chicago - Booth School of Business 1985 — 1987
MBA
Reed College 1973 — 1977
BA
Deep River Group July 2007 - Present
Reed College April 2008 - Present
FpML Commodity Product Working Group November 2011 - August 2014
PA Consulting Group January 2003 - June 2007
Accenture April 1995 - December 2002
KPMG Peat Marwick May 1990 - April 1995
Skills
Strategic Planning, Research, Management Consulting, Risk Management, Corporate Governance, Financial Modeling, Policy, Qualitative Research, Energy, Project Management, Strategy, Management, Financial Services, Business Process..., Business Strategy, Consulting, Program Management, Capital Markets, Trading, Business Analysis
Education
The University of Chicago - Booth School of Business 1985 — 1987
MBA
Reed College 1973 — 1977
BA
Jason Ohmstede, CPA Jason Ohmstede, CPA's KPMG Peat Marwick Experience August 1996 - November 1999
Job Senior Manager, Revenue Accounting at Illumina
Industry Accounting
Experience
Illumina September 2014 - Present
ViaSat April 2007 - September 2014
Intuit January 2004 - April 2007
FICO January 2003 - January 2004
HNC Software Inc June 2001 - January 2003
Apple Inc. November 1999 - November 2000
KPMG Peat Marwick August 1996 - November 1999
Skills
Oracle 11i, QuickBase, Microsoft Office, Revenue Recognition, Contract Negotiation, SOX, Accounting, SEC reporting, Sarbanes-Oxley Act, Internal Controls, SEC filings, Auditing, General Ledger, GAAP
Education
San Diego State University-California State University 1992 — 1996
BS - Business Administration, Accounting
Illumina September 2014 - Present
ViaSat April 2007 - September 2014
Intuit January 2004 - April 2007
FICO January 2003 - January 2004
HNC Software Inc June 2001 - January 2003
Apple Inc. November 1999 - November 2000
KPMG Peat Marwick August 1996 - November 1999
Skills
Oracle 11i, QuickBase, Microsoft Office, Revenue Recognition, Contract Negotiation, SOX, Accounting, SEC reporting, Sarbanes-Oxley Act, Internal Controls, SEC filings, Auditing, General Ledger, GAAP
Education
San Diego State University-California State University 1992 — 1996
BS - Business Administration, Accounting
MaryAnn Lazzaro, CPA MaryAnn Lazzaro, CPA's KPMG Peat Marwick Experience September 1985 - January 1989
Job Financial Advisor with the practice of JRB Wealth Management, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
JRB Wealth Management 2006 - Present
HD Vest 2008 - 2012
Datex-Ohmeda 1991 - 1998
KPMG Peat Marwick September 1985 - January 1989
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Economics/Accounting
Ameriprise Financial Services, Inc. 2012 - Present
JRB Wealth Management 2006 - Present
HD Vest 2008 - 2012
Datex-Ohmeda 1991 - 1998
KPMG Peat Marwick September 1985 - January 1989
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Economics/Accounting
Donna Frey Alkin Donna Frey Alkin's KPMG Peat Marwick Experience 1988 - 1990
Job Attorney at Visci & Associates
Industry Law Practice
Experience
Visci & Associates 2012 - Present
Windels Marx Lane & Mittendorf, LLP January 1997 - December 2011
Mound Cotton Wollan & Greengrass 1995 - 1997
Cahill Gordon & Reindel 1993 - 1995
McCarter & English, LLP June 1992 - August 1992
KPMG Peat Marwick 1988 - 1990
Skills
Litigation, Foreclosures, Mortgage, Commercial Litigation, Civil Litigation, Arbitration, Breach Of Contract, Elder Law, Legal Writing, Real Estate, Dispute
Education
Seton Hall University School of Law 1990 — 1993
JD
St. Peter's College 1984 — 1988
BS, Accounting; Economics
Holy Family Academy
Visci & Associates 2012 - Present
Windels Marx Lane & Mittendorf, LLP January 1997 - December 2011
Mound Cotton Wollan & Greengrass 1995 - 1997
Cahill Gordon & Reindel 1993 - 1995
McCarter & English, LLP June 1992 - August 1992
KPMG Peat Marwick 1988 - 1990
Skills
Litigation, Foreclosures, Mortgage, Commercial Litigation, Civil Litigation, Arbitration, Breach Of Contract, Elder Law, Legal Writing, Real Estate, Dispute
Education
Seton Hall University School of Law 1990 — 1993
JD
St. Peter's College 1984 — 1988
BS, Accounting; Economics
Holy Family Academy
Nancy Collaro Nancy Collaro's KPMG Peat Marwick Experience January 1989 - October 1995
Job Executive Administrative Assistant at TCS America
Industry Information Technology and Services
Experience
TCS America September 2002 - Present
Tata Consultancy Services 2002 - Present
Visiting Nurse Service of New York January 2002 - September 2002
Scudder Investments July 1995 - July 2001
KPMG Peat Marwick January 1989 - October 1995
Burson-Marsteller June 1988 - December 1988
Deloitte Haskins & Sells January 1982 - May 1988
Skills
Spreadsheets, Microsoft Office 2007, Cardscan, Lotus Notes, Customer Relations, Administration, Excel, Customer Service, Data Entry, Database Administration, Research, Problem Solving, Databases, Windows, Database Management, Documentation, Word, Mentoring, Scheduling, Supervisory Skills, Microsoft Excel, Microsoft Word, Vendor Management, Microsoft Office
Education
Queensborough Community College 1973 — 1974
NA
LONG ISLAND CITY HS
Commercial Diploma
TCS America September 2002 - Present
Tata Consultancy Services 2002 - Present
Visiting Nurse Service of New York January 2002 - September 2002
Scudder Investments July 1995 - July 2001
KPMG Peat Marwick January 1989 - October 1995
Burson-Marsteller June 1988 - December 1988
Deloitte Haskins & Sells January 1982 - May 1988
Skills
Spreadsheets, Microsoft Office 2007, Cardscan, Lotus Notes, Customer Relations, Administration, Excel, Customer Service, Data Entry, Database Administration, Research, Problem Solving, Databases, Windows, Database Management, Documentation, Word, Mentoring, Scheduling, Supervisory Skills, Microsoft Excel, Microsoft Word, Vendor Management, Microsoft Office
Education
Queensborough Community College 1973 — 1974
NA
LONG ISLAND CITY HS
Commercial Diploma
Sangeeta Maheshwari Sangeeta Maheshwari's KPMG Peat Marwick Experience October 1997 - September 1998
Job Senior Project Manager at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle Corporation December 2010 - July 2015
PwC June 2001 - August 2002
Siebel Systems September 1998 - May 2001
KPMG Peat Marwick October 1997 - September 1998
Citibank September 1994 - July 1995
SI PROPERTY DEVELOPMENT LTD February 1994 - August 1994
Skills
Enterprise Software, CRM, Siebel, Business Analysis, Requirements Analysis, Business Process, Requirements Gathering, Databases, Business Intelligence, Enterprise Architecture, SaaS, Cloud Computing, Project Management, IT Strategy, Solution Architecture, Telecommunications, Master Data Management, Business Process..., Data Warehousing, Management, OBIEE, Business Transformation, Management Consulting, Sales Force Development, Territory Management, Consulting, Business Process..., Technology Integration, Project Planning, Software Project..., Scrum, Cross-functional Team..., Cross-functional..., Global Delivery
Education
University of Houston 1995 — 1997
MBA, Business Administration, MIS
MADRAS UNIVERSITY
MASTER OF ARTS, Economics
Rice University
Master of Business Administration (MBA), MIS
Oracle Corporation December 2010 - July 2015
PwC June 2001 - August 2002
Siebel Systems September 1998 - May 2001
KPMG Peat Marwick October 1997 - September 1998
Citibank September 1994 - July 1995
SI PROPERTY DEVELOPMENT LTD February 1994 - August 1994
Skills
Enterprise Software, CRM, Siebel, Business Analysis, Requirements Analysis, Business Process, Requirements Gathering, Databases, Business Intelligence, Enterprise Architecture, SaaS, Cloud Computing, Project Management, IT Strategy, Solution Architecture, Telecommunications, Master Data Management, Business Process..., Data Warehousing, Management, OBIEE, Business Transformation, Management Consulting, Sales Force Development, Territory Management, Consulting, Business Process..., Technology Integration, Project Planning, Software Project..., Scrum, Cross-functional Team..., Cross-functional..., Global Delivery
Education
University of Houston 1995 — 1997
MBA, Business Administration, MIS
MADRAS UNIVERSITY
MASTER OF ARTS, Economics
Rice University
Master of Business Administration (MBA), MIS
Allan Foster Allan Foster's KPMG Peat Marwick Experience May 1978 - August 1983
Job
Industry Telecommunications
Experience
AT&T May 2007 - Present
AT&T Video Services January 2001 - April 2007
AT&T Video Services, Inc. January 1998 - January 2001
AT&T Messaging Services, Inc. September 1991 - January 1998
AT&T July 1985 - September 1991
SSM Cardinal Glennon Children's Medical Center August 1983 - July 1985
KPMG Peat Marwick May 1978 - August 1983
Skills
Internal Controls, Audit, Budgeting, Risk Analysis, Internal Audit, SOX, Enterprise Risk..., COSO, Compliance Audits, Segregation of Duties, Auditing, Managerial Finance, Financial Analysis
Education
Saint Louis University 1985 — 1990
Masters, Business Administration
Southeast Missouri State University 1974 — 1978
Bachelors, Business Administration - Accounting
AT&T May 2007 - Present
AT&T Video Services January 2001 - April 2007
AT&T Video Services, Inc. January 1998 - January 2001
AT&T Messaging Services, Inc. September 1991 - January 1998
AT&T July 1985 - September 1991
SSM Cardinal Glennon Children's Medical Center August 1983 - July 1985
KPMG Peat Marwick May 1978 - August 1983
Skills
Internal Controls, Audit, Budgeting, Risk Analysis, Internal Audit, SOX, Enterprise Risk..., COSO, Compliance Audits, Segregation of Duties, Auditing, Managerial Finance, Financial Analysis
Education
Saint Louis University 1985 — 1990
Masters, Business Administration
Southeast Missouri State University 1974 — 1978
Bachelors, Business Administration - Accounting
Andre Douzdjian Andre Douzdjian's KPMG Peat Marwick Experience June 1988 - November 1991
Job Financial Consultant
Industry Staffing and Recruiting
Experience
DeployHR, Inc 2010 - Present
Entrepreneurs' Organization 2008 - Present
Labor Finders September 2003 - April 2010
The Corky McMillin Companies October 2002 - September 2003
American Heritage Corporation April 2000 - September 2002
San Diego Association of Governments December 1991 - March 2000
KPMG Peat Marwick June 1988 - November 1991
Education
San Diego State University-California State University 1994 — 1996
Masters, Finance
University of San Diego 1984 — 1988
BBA, Accounting
DeployHR, Inc 2010 - Present
Entrepreneurs' Organization 2008 - Present
Labor Finders September 2003 - April 2010
The Corky McMillin Companies October 2002 - September 2003
American Heritage Corporation April 2000 - September 2002
San Diego Association of Governments December 1991 - March 2000
KPMG Peat Marwick June 1988 - November 1991
Education
San Diego State University-California State University 1994 — 1996
Masters, Finance
University of San Diego 1984 — 1988
BBA, Accounting
Patty Donlon, CPA, MBA Patty Donlon, CPA, MBA's KPMG Peat Marwick Experience September 1986 - August 1988
Job Cohn Reznick
Industry Accounting
Experience
CohnReznick LLP December 2013 - Present
WithumSmith+Brown August 2004 - November 2013
Pierson and Oujo September 2001 - August 2004
KPMG Peat Marwick September 1986 - August 1988
Skills
Forensic Accounting, Trusts, Litigation Support, Income Tax, Mediation, Partnership Taxation, Financial Statements, Financial Planners, CPA, High Net Worth..., Gift Tax, Fiduciary, Due Diligence, Family Law, Tax Accounting, Tax, Trusts & Estates, Charitable Trusts, Fiduciary Tax, Estate Planning, Business Development, Marketing, Fiduciary Accounting, Tax Research, Financial Planning, Accounting, Tax Preparation, Tax Returns
Education
Rutgers Business School
MBA, Accounting and Finance
Saint Anselm College
BS
CohnReznick LLP December 2013 - Present
WithumSmith+Brown August 2004 - November 2013
Pierson and Oujo September 2001 - August 2004
KPMG Peat Marwick September 1986 - August 1988
Skills
Forensic Accounting, Trusts, Litigation Support, Income Tax, Mediation, Partnership Taxation, Financial Statements, Financial Planners, CPA, High Net Worth..., Gift Tax, Fiduciary, Due Diligence, Family Law, Tax Accounting, Tax, Trusts & Estates, Charitable Trusts, Fiduciary Tax, Estate Planning, Business Development, Marketing, Fiduciary Accounting, Tax Research, Financial Planning, Accounting, Tax Preparation, Tax Returns
Education
Rutgers Business School
MBA, Accounting and Finance
Saint Anselm College
BS
Tammy Petheram Tammy Petheram's KPMG Peat Marwick Experience July 1989 - December 1991
Job Vice President, Reinsurance Capital & Liquidity Management at Swiss Re
Industry Insurance
Experience
Swiss Reinsurance Company November 2013 - Present
Swiss Reinsurance Company November 2010 - October 2013
Swiss Reinsurance Company June 2006 - November 2010
GE Insurance - Employers Reinsurance Corporation October 2002 - June 2006
GE Insurance - Employers Reinsurance Corporation October 1998 - April 2003
GE Insurance - Employers Reassurance Corporation October 1997 - October 1998
GE Insurance - Employers Reinsurance Corporation April 1993 - October 1997
GE Insurance - Westport Insurance & Employers Reassurance December 1991 - April 1993
KPMG Peat Marwick July 1989 - December 1991
Skills
Capital Management, Finance, Property & Casualty..., Insurance, Financial Analysis, Strategic Financial..., Liquidity Management, Corporate Finance, Executive Management, Capital Adequacy, Reinsurance, Regulatory Capital, Restructuring, Due Diligence, Project Management, Financial Reporting, Enterprise Risk..., Life Insurance, Asset Managment, Analysis, Financial Modeling
Education
Rockhurst University
Master of Business Administration (MBA), Business
University of Iowa
Bachelor of Business Administration (BBA), Accounting
Swiss Reinsurance Company November 2013 - Present
Swiss Reinsurance Company November 2010 - October 2013
Swiss Reinsurance Company June 2006 - November 2010
GE Insurance - Employers Reinsurance Corporation October 2002 - June 2006
GE Insurance - Employers Reinsurance Corporation October 1998 - April 2003
GE Insurance - Employers Reassurance Corporation October 1997 - October 1998
GE Insurance - Employers Reinsurance Corporation April 1993 - October 1997
GE Insurance - Westport Insurance & Employers Reassurance December 1991 - April 1993
KPMG Peat Marwick July 1989 - December 1991
Skills
Capital Management, Finance, Property & Casualty..., Insurance, Financial Analysis, Strategic Financial..., Liquidity Management, Corporate Finance, Executive Management, Capital Adequacy, Reinsurance, Regulatory Capital, Restructuring, Due Diligence, Project Management, Financial Reporting, Enterprise Risk..., Life Insurance, Asset Managment, Analysis, Financial Modeling
Education
Rockhurst University
Master of Business Administration (MBA), Business
University of Iowa
Bachelor of Business Administration (BBA), Accounting
Ken Myers Ken Myers's KPMG Peat Marwick Experience October 1982 - April 1991
Job President, Consulting Resource Associates (CRA)
Industry Management Consulting
Experience
Consulting Resource Associates (CRA) June 1991 - Present
KPMG Peat Marwick October 1982 - April 1991
Plante & Moran, Accountants and Management Consultants September 1976 - October 1982
Touche Ross & Co. August 1964 - September 1976
Skills
Management Consulting, Strategic Planning, Business Strategy, Business Planning, Mergers, Leadership Development, New Business Development, Team Building, Organizational..., Change Management, Entrepreneurship, Program Management, Marketing Strategy, Business Development, Coaching, Start-ups, Expert Witness, Mergers & Acquisitions, Analysis, Budgets, Nonprofits, Financial Analysis, Consulting, Contract Negotiation, Strategy, Government, Management, Leadership, Project Planning, Operations Management, Process Improvement, Small Business, Training, Negotiation, Manufacturing, Business Process..., Marketing, Executive Management, Risk Management, Cross-functional Team..., Healthcare, Executive Coaching, Sales Management, Public Speaking, Project Management, Acquisition Integration, Investments, Insurance, Strategic Partnerships, Competitive Analysis
Education
Harvard Business School Advanced Management Program
Certificate, Advanced Management Program for KPMG Peat Marwick partners
New York University - Leonard N. Stern School of Business 1962 — 1964
MBA With Distinction, Management
Rutgers, The State University of New Jersey-New Brunswick 1955 — 1959
B.A., Business Administration
Consulting Resource Associates (CRA) June 1991 - Present
KPMG Peat Marwick October 1982 - April 1991
Plante & Moran, Accountants and Management Consultants September 1976 - October 1982
Touche Ross & Co. August 1964 - September 1976
Skills
Management Consulting, Strategic Planning, Business Strategy, Business Planning, Mergers, Leadership Development, New Business Development, Team Building, Organizational..., Change Management, Entrepreneurship, Program Management, Marketing Strategy, Business Development, Coaching, Start-ups, Expert Witness, Mergers & Acquisitions, Analysis, Budgets, Nonprofits, Financial Analysis, Consulting, Contract Negotiation, Strategy, Government, Management, Leadership, Project Planning, Operations Management, Process Improvement, Small Business, Training, Negotiation, Manufacturing, Business Process..., Marketing, Executive Management, Risk Management, Cross-functional Team..., Healthcare, Executive Coaching, Sales Management, Public Speaking, Project Management, Acquisition Integration, Investments, Insurance, Strategic Partnerships, Competitive Analysis
Education
Harvard Business School Advanced Management Program
Certificate, Advanced Management Program for KPMG Peat Marwick partners
New York University - Leonard N. Stern School of Business 1962 — 1964
MBA With Distinction, Management
Rutgers, The State University of New Jersey-New Brunswick 1955 — 1959
B.A., Business Administration
Adrienne Audet Miner Adrienne Audet Miner's KPMG Peat Marwick Experience June 1988 - March 1991
Job Sprint Digital Marketing Mgr, Finances & Contracts
Industry Telecommunications
Experience
Sprint June 2007 - Present
Istonish June 2000 - April 2001
Independent Consultant September 1999 - May 2000
WorldCom March 1991 - June 1999
KPMG Peat Marwick June 1988 - March 1991
Skills
Process Improvement, Program Management, Product Management, Management, E-commerce, Operations Management, Call Centers, Analysis, Contract Negotiation, Start-ups, Sales Management, Sales Operations, Telecommunications, Vendor Management, Wireless, Call Center, Mobile Devices, Strategy, Budgets, Business Analysis, Customer Experience
Education
Radford University - College of Business and Economics 1983 — 1988
BS, Accounting & Economics
Sprint June 2007 - Present
Istonish June 2000 - April 2001
Independent Consultant September 1999 - May 2000
WorldCom March 1991 - June 1999
KPMG Peat Marwick June 1988 - March 1991
Skills
Process Improvement, Program Management, Product Management, Management, E-commerce, Operations Management, Call Centers, Analysis, Contract Negotiation, Start-ups, Sales Management, Sales Operations, Telecommunications, Vendor Management, Wireless, Call Center, Mobile Devices, Strategy, Budgets, Business Analysis, Customer Experience
Education
Radford University - College of Business and Economics 1983 — 1988
BS, Accounting & Economics
George Shailas's KPMG Peat Marwick Experience September 1982 - September 1989
Job
Industry Computer Software
Experience
Citigroup September 1989 - Present
Citibank September 1989 - Present
KPMG Peat Marwick September 1982 - September 1989
Peat Marwick Mitchell 1982 - 1989
Skills
Software Project..., Filemaker Pro, Office Automation, Change Management, Process Improvement, Information Technology, Software Development, Product Development, Software Design, SDLC, Disaster Recovery, Management, Databases, Vendor Management, PMO, Risk Management, IT Management, IT Strategy, Program Management, Product Management, Business Analysis, Integration, Enterprise Architecture, IT Service Management, Business Intelligence, Data Warehousing, Business Requirements, Business Process..., Database Design, Project Portfolio..., Financial Services, Solution Architecture, Business Process, Requirements Gathering, PMP, Requirements Analysis, Agile Methodologies, SOA, ITIL, Data Center, Security, Visio, Business Process..., Governance, Project Delivery, Credit Cards, Outsourcing, Banking, Offshoring, Business Continuity
Education
City University of New York-Queens College 1977 — 1983
MA, Mathematics & Computer Science
Citigroup September 1989 - Present
Citibank September 1989 - Present
KPMG Peat Marwick September 1982 - September 1989
Peat Marwick Mitchell 1982 - 1989
Skills
Software Project..., Filemaker Pro, Office Automation, Change Management, Process Improvement, Information Technology, Software Development, Product Development, Software Design, SDLC, Disaster Recovery, Management, Databases, Vendor Management, PMO, Risk Management, IT Management, IT Strategy, Program Management, Product Management, Business Analysis, Integration, Enterprise Architecture, IT Service Management, Business Intelligence, Data Warehousing, Business Requirements, Business Process..., Database Design, Project Portfolio..., Financial Services, Solution Architecture, Business Process, Requirements Gathering, PMP, Requirements Analysis, Agile Methodologies, SOA, ITIL, Data Center, Security, Visio, Business Process..., Governance, Project Delivery, Credit Cards, Outsourcing, Banking, Offshoring, Business Continuity
Education
City University of New York-Queens College 1977 — 1983
MA, Mathematics & Computer Science
Bradley Cotton Bradley Cotton's KPMG Peat Marwick Experience September 1991 - March 1995
Job Senior Manager, Business Development Executive at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
KPMG October 2014 - June 2015
Vertex, Inc June 2008 - October 2014
Thomson Elite 1994 - 2008
KPMG Peat Marwick September 1991 - March 1995
KPMG Peat Marwick November 1990 - February 1991
Skills
Complex Sales, SaaS, Competitive Strategies, Strategy, Competitive Intelligence, Cloud Applications, Contract Negotiation, Tax, Sales Presentations, Written & Oral..., Client Rapport, Salesforce.com, Solution Selling, Professional Services, Auditing, Process Improvement, Enterprise Software, ERP, Tax Accounting, Timely Decision Making, Cost Efficiency, Value Selling, Cold Calling, Building Relationships, CRM, Sales, Oracle E-Business Suite, SAP, Tax Law, International Tax, Indirect Taxation, Income Tax, VAT, Audit Defense
Education
Rutgers University-New Brunswick 1990 — 1991
MBA, Accounting
Mendham High School
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Accounting and Business/Management
Deloitte June 2015 - Present
KPMG October 2014 - June 2015
Vertex, Inc June 2008 - October 2014
Thomson Elite 1994 - 2008
KPMG Peat Marwick September 1991 - March 1995
KPMG Peat Marwick November 1990 - February 1991
Skills
Complex Sales, SaaS, Competitive Strategies, Strategy, Competitive Intelligence, Cloud Applications, Contract Negotiation, Tax, Sales Presentations, Written & Oral..., Client Rapport, Salesforce.com, Solution Selling, Professional Services, Auditing, Process Improvement, Enterprise Software, ERP, Tax Accounting, Timely Decision Making, Cost Efficiency, Value Selling, Cold Calling, Building Relationships, CRM, Sales, Oracle E-Business Suite, SAP, Tax Law, International Tax, Indirect Taxation, Income Tax, VAT, Audit Defense
Education
Rutgers University-New Brunswick 1990 — 1991
MBA, Accounting
Mendham High School
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Accounting and Business/Management
Richard McIlveen, Jr. Richard McIlveen, Jr.'s KPMG Peat Marwick Experience April 1995 - March 1997
Job Vice President, Corporate Investigations at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain December 2008 - Present
Deloitte Financial Advisory Services, Inc March 2007 - December 2008
Dunkin Brands, Inc March 2003 - March 2007
Andover Investigations, Inc May 2002 - March 2007
Tofias, PC June 2001 - May 2002
Fidelity Security Services, Inc March 1997 - May 2001
KPMG Peat Marwick April 1995 - March 1997
Kroll Associates January 1991 - April 1995
FBI December 1983 - December 1987
Skills
Fraud, Litigation Support, FCPA, ACAB, CPA, CFE
Education
Providence College
B.S, Business Administration
Iron Mountain December 2008 - Present
Deloitte Financial Advisory Services, Inc March 2007 - December 2008
Dunkin Brands, Inc March 2003 - March 2007
Andover Investigations, Inc May 2002 - March 2007
Tofias, PC June 2001 - May 2002
Fidelity Security Services, Inc March 1997 - May 2001
KPMG Peat Marwick April 1995 - March 1997
Kroll Associates January 1991 - April 1995
FBI December 1983 - December 1987
Skills
Fraud, Litigation Support, FCPA, ACAB, CPA, CFE
Education
Providence College
B.S, Business Administration
Mary Kay Copeland, CPA, MBA, PhD Mary Kay Copeland, CPA, MBA, PhD's KPMG Peat Marwick Experience 1983 - 1989
Job Assistant Professor of Accounting and Entrepreneurship at St. John Fisher College
Industry Management Consulting
Experience
St. John Fisher College August 2012 - Present
The Copeland Group (Schiesser-Copeland Consulting) January 1993 - Present
Canisius College August 2011 - August 2012
Rochester Institute of Technology 2009 - 2011
Tribridge / Navint Consulting February 2003 - November 2007
Bowling Green State University January 1994 - June 1996
PSINet December 1988 - December 1992
KPMG Peat Marwick 1983 - 1989
Skills
Strategic Planning, Accounting, Financial Analysis, Management Consulting, Financial Reporting, Process Improvement, Business Strategy, Budgets, Entrepreneurship, Team Building, Research, Public Speaking, Auditing, ERP, Business Process..., Corporate Finance, Leadership, Nonprofits, Training, Finance, Forecasting, Human Resources, Managerial Finance, Consulting, Strategy, Business Intelligence, Data Analysis, Analysis, Program Management, Management, Start-ups, Leadership Development, Organizational..., Change Management, Business Planning, Coaching, Risk Management, Team Leadership, Mergers & Acquisitions, Project Management, Staff Development, Teaching
Education
University at Buffalo 1978 — 1983
BS/MBA, Accounting/Finance, Magna Cum Laude
Regent University 2008 — 2013
PhD, OL/Entreprenuership
St. John Fisher College August 2012 - Present
The Copeland Group (Schiesser-Copeland Consulting) January 1993 - Present
Canisius College August 2011 - August 2012
Rochester Institute of Technology 2009 - 2011
Tribridge / Navint Consulting February 2003 - November 2007
Bowling Green State University January 1994 - June 1996
PSINet December 1988 - December 1992
KPMG Peat Marwick 1983 - 1989
Skills
Strategic Planning, Accounting, Financial Analysis, Management Consulting, Financial Reporting, Process Improvement, Business Strategy, Budgets, Entrepreneurship, Team Building, Research, Public Speaking, Auditing, ERP, Business Process..., Corporate Finance, Leadership, Nonprofits, Training, Finance, Forecasting, Human Resources, Managerial Finance, Consulting, Strategy, Business Intelligence, Data Analysis, Analysis, Program Management, Management, Start-ups, Leadership Development, Organizational..., Change Management, Business Planning, Coaching, Risk Management, Team Leadership, Mergers & Acquisitions, Project Management, Staff Development, Teaching
Education
University at Buffalo 1978 — 1983
BS/MBA, Accounting/Finance, Magna Cum Laude
Regent University 2008 — 2013
PhD, OL/Entreprenuership
Peter Keehnle Peter Keehnle's KPMG Peat Marwick Experience June 1996 - June 2002
Job IT Senior Audit Manager
Industry Financial Services
Experience
Wells Fargo August 2003 - Present
KPMG Peat Marwick June 1996 - June 2002
United Technologies May 1994 - June 1996
Webtron Corporation May 1989 - May 1993
Skills
Project Management, ERP, Relationship Management, Continuous Improvement, CISA, IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, SAS70, Information Security..., Internal Audit, Financial Risk, Operational Risk..., Governance, Risk Assessment, Auditing, Business Continuity, PCI DSS, Sarbanes-Oxley, IT Risk Management, Internal Controls, Business Analysis, Information Security, COSO, IT Management, Business Process..., Disaster Recovery, Information Technology, COBIT, Operational Risk, Process Improvement, Fraud
Education
Rochester Institute of Technology 1979 — 1984
Bachelor, Computer Science
Wells Fargo August 2003 - Present
KPMG Peat Marwick June 1996 - June 2002
United Technologies May 1994 - June 1996
Webtron Corporation May 1989 - May 1993
Skills
Project Management, ERP, Relationship Management, Continuous Improvement, CISA, IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, SAS70, Information Security..., Internal Audit, Financial Risk, Operational Risk..., Governance, Risk Assessment, Auditing, Business Continuity, PCI DSS, Sarbanes-Oxley, IT Risk Management, Internal Controls, Business Analysis, Information Security, COSO, IT Management, Business Process..., Disaster Recovery, Information Technology, COBIT, Operational Risk, Process Improvement, Fraud
Education
Rochester Institute of Technology 1979 — 1984
Bachelor, Computer Science
Vince Parrucci Vince Parrucci's KPMG Peat Marwick Experience 1989 - 1993
Job Licensed Real Estate Agent and Investor
Industry Real Estate
Experience
Keller Williams Realty September 2012 - Present
Jim Toners Wealth Builders February 2006 - June 2014
WIN Realty Pa LLC 2009 - September 2012
Allegheny Financial Group September 2004 - February 2006
Mellon Financial September 1993 - February 2004
KPMG Peat Marwick 1989 - 1993
KPMG Peat Marwick 1989 - 1993
Skills
Investment Properties, Investments, Real Estate, Real Estate Transactions, Property Management, Investors, Real Estate Financing, First Time Home Buyers, Real Estate Development, Single Family Homes, Commercial Real Estate, Sellers, Short Sales, Portfolio Management, REO, Rentals, Foreclosures, Credit, Residential Homes, Referrals, Real Estate Investor, Asset Management, Buyer Representation, Asset Managment, Brokerage, Property, Due Diligence, Real Estate Economics, Relocation, Strategic Planning, Mortgage Lending, Small Business, Buyers, New Home Sales, Integrated Marketing..., Listings, Real Property, Entrepreneurship, Marketing, Selling, Condos, Auditing, Risk Managment, Banking, Staff Supervision, Accounting, Microsoft Excel, Microsoft Word, Operations Management
Education
Robert Morris University 1984 — 1987
B.S., Business Management & Accounting
West Virginia University 1982 — 1984
Keller Williams Realty September 2012 - Present
Jim Toners Wealth Builders February 2006 - June 2014
WIN Realty Pa LLC 2009 - September 2012
Allegheny Financial Group September 2004 - February 2006
Mellon Financial September 1993 - February 2004
KPMG Peat Marwick 1989 - 1993
KPMG Peat Marwick 1989 - 1993
Skills
Investment Properties, Investments, Real Estate, Real Estate Transactions, Property Management, Investors, Real Estate Financing, First Time Home Buyers, Real Estate Development, Single Family Homes, Commercial Real Estate, Sellers, Short Sales, Portfolio Management, REO, Rentals, Foreclosures, Credit, Residential Homes, Referrals, Real Estate Investor, Asset Management, Buyer Representation, Asset Managment, Brokerage, Property, Due Diligence, Real Estate Economics, Relocation, Strategic Planning, Mortgage Lending, Small Business, Buyers, New Home Sales, Integrated Marketing..., Listings, Real Property, Entrepreneurship, Marketing, Selling, Condos, Auditing, Risk Managment, Banking, Staff Supervision, Accounting, Microsoft Excel, Microsoft Word, Operations Management
Education
Robert Morris University 1984 — 1987
B.S., Business Management & Accounting
West Virginia University 1982 — 1984
Peg Wilkerson Peg Wilkerson's KPMG Peat Marwick Experience July 1982 - August 1984
Job Sr. Vice President at Alpine Bank
Industry Banking
Experience
Alpine Bank Illinois December 1995 - Present
Bank One 1984 - 1994
KPMG Peat Marwick July 1982 - August 1984
Skills
Commercial Lending, Loans, Banking, Financial Analysis, Consumer Lending, Mortgage Banking, Small Business Lending, Commercial Banking, Sales Management, Strategic Financial..., Credit, Executive Management, Budgets, Investment Advisory, Loan Origination, Negotiation, Small Business, Retail Banking, Investments, Underwriting, Accounting, Customer Service, Real Estate Economics, Mortgage Lending, New Business Development, Management, Leadership, Strategic Planning, Financial Risk, Cash Flow, Cash Management, Finance, Team Building, Insurance, Credit Analysis, Coaching, Financial Advisory, Investment Properties, Mergers & Acquisitions, Financial Modeling, Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Securities, Training, Treasury Management
Education
Rockford University 1979 — 1982
BS, Accounting, Business Administration
Rock Valley College 1977 — 1979
Associate of Science (AS), Business Administration and Management, General
Alpine Bank Illinois December 1995 - Present
Bank One 1984 - 1994
KPMG Peat Marwick July 1982 - August 1984
Skills
Commercial Lending, Loans, Banking, Financial Analysis, Consumer Lending, Mortgage Banking, Small Business Lending, Commercial Banking, Sales Management, Strategic Financial..., Credit, Executive Management, Budgets, Investment Advisory, Loan Origination, Negotiation, Small Business, Retail Banking, Investments, Underwriting, Accounting, Customer Service, Real Estate Economics, Mortgage Lending, New Business Development, Management, Leadership, Strategic Planning, Financial Risk, Cash Flow, Cash Management, Finance, Team Building, Insurance, Credit Analysis, Coaching, Financial Advisory, Investment Properties, Mergers & Acquisitions, Financial Modeling, Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Securities, Training, Treasury Management
Education
Rockford University 1979 — 1982
BS, Accounting, Business Administration
Rock Valley College 1977 — 1979
Associate of Science (AS), Business Administration and Management, General
Jeff Woodlock Jeff Woodlock's KPMG Peat Marwick Experience January 1990 - August 1992
Job Senior Corporate Counsel at Celestica Inc.
Industry Electrical/Electronic Manufacturing
Experience
Celestica Inc. July 2006 - Present
Miller Thomson LLP September 2000 - July 2006
Ash Temple Limited 1998 - 2000
KPMG Peat Marwick January 1990 - August 1992
Skills
Mergers, Litigation, Dispute Resolution, Contract Negotiation, Compliance, Corporate Governance, Intellectual Property, Contract Manufacturing, Electronics..., International..., Restructuring, Due Diligence, Legal Compliance, Mergers & Acquisitions, Corporate Law, Mediation, Employment Law, Strategy, Joint Ventures, Commercial Real Estate, Six Sigma, Manufacturing, Contract Management, Cross-border..., Privacy Law, Aerospace Engineering, Procurement, Negotiation, Legal Writing, Outsourcing, Licensing
Education
Queen's University 1993 — 1996
LLB, Law
University of Waterloo 1989 — 1993
B.A., Accounting
Bowmanville High School 1984 — 1989
Celestica Inc. July 2006 - Present
Miller Thomson LLP September 2000 - July 2006
Ash Temple Limited 1998 - 2000
KPMG Peat Marwick January 1990 - August 1992
Skills
Mergers, Litigation, Dispute Resolution, Contract Negotiation, Compliance, Corporate Governance, Intellectual Property, Contract Manufacturing, Electronics..., International..., Restructuring, Due Diligence, Legal Compliance, Mergers & Acquisitions, Corporate Law, Mediation, Employment Law, Strategy, Joint Ventures, Commercial Real Estate, Six Sigma, Manufacturing, Contract Management, Cross-border..., Privacy Law, Aerospace Engineering, Procurement, Negotiation, Legal Writing, Outsourcing, Licensing
Education
Queen's University 1993 — 1996
LLB, Law
University of Waterloo 1989 — 1993
B.A., Accounting
Bowmanville High School 1984 — 1989
Brad Masai's KPMG Peat Marwick Experience January 1989 - July 1992
Job President at Wentworth Corporation, An RR Donnelley Company
Industry Printing
Experience
Wentworth Corporation October 2009 - Present
PBM Graphics October 2002 - October 2009
Graphic Arts Center 1996 - 2002
MailWell / Cenveo 1992 - 2002
Shepard Poorman Communications 1992 - 1996
Shepard Poorman Communications Corporation 1992 - 1996
Weimer Graphics 1992 - 1994
KPMG Peat Marwick January 1989 - July 1992
Skills
Variable Data Printing, Offset Printing, Digital Printing, Direct Mail, Account Management, Direct Marketing, Packaging, Print Management, Print On Demand, New Business Development, Purchasing, B2B, Bindery, Pre-press, Wide Format Printing, Marketing, Email Marketing, Advertising, Marketing Strategy, Direct Sales, Selling, QuarkXPress, Graphics, InDesign, Color Management, Marketing Communications, Graphic Arts, Brochures, Publishing, Trade Shows, Brand Development, Catalogs, Sales, Multi-channel Marketing, Adobe Creative Suite, Customer Service, Graphic Design, Adobe Acrobat, Labels, Collateral, Flexo, Integrated Marketing, Order Fulfillment, Sales Management, Corporate Gifts, Lead Generation, PURLs
Education
Purdue University - Krannert School of Management 1983 — 1988
BS, Accounting
Homestead HS 1979 — 1983
Club Olympia
Wentworth Corporation October 2009 - Present
PBM Graphics October 2002 - October 2009
Graphic Arts Center 1996 - 2002
MailWell / Cenveo 1992 - 2002
Shepard Poorman Communications 1992 - 1996
Shepard Poorman Communications Corporation 1992 - 1996
Weimer Graphics 1992 - 1994
KPMG Peat Marwick January 1989 - July 1992
Skills
Variable Data Printing, Offset Printing, Digital Printing, Direct Mail, Account Management, Direct Marketing, Packaging, Print Management, Print On Demand, New Business Development, Purchasing, B2B, Bindery, Pre-press, Wide Format Printing, Marketing, Email Marketing, Advertising, Marketing Strategy, Direct Sales, Selling, QuarkXPress, Graphics, InDesign, Color Management, Marketing Communications, Graphic Arts, Brochures, Publishing, Trade Shows, Brand Development, Catalogs, Sales, Multi-channel Marketing, Adobe Creative Suite, Customer Service, Graphic Design, Adobe Acrobat, Labels, Collateral, Flexo, Integrated Marketing, Order Fulfillment, Sales Management, Corporate Gifts, Lead Generation, PURLs
Education
Purdue University - Krannert School of Management 1983 — 1988
BS, Accounting
Homestead HS 1979 — 1983
Club Olympia
Laura Havranek Laura Havranek's KPMG Peat Marwick Experience 1996 - 1998
Job Group VP at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust November 2013 - Present
Blackbird Consulting Inc. March 2012 - October 2013
UBS Wealth Management August 1999 - March 2012
Warburg Pincus 1998 - 1999
KPMG Peat Marwick 1996 - 1998
Cap Gemini Ernst & Young 1995 - 1996
Skills
Information Technology, Wealth Management, IT Strategy, Trading Systems, Business Alignment, Offshoring, Enterprise Architecture, Electronic Trading, Business Continuity, Project Portfolio..., Governance, Business Process..., IT Management, Financial Services, Business Transformation, Wealth Management..., Vendor Management, Project Management, Market Data, Hedge Funds, Investment Banking, Outsourcing, Banking, Capital Markets, Change Management, Consulting, Data Warehousing, Equities, Financial Risk, Fixed Income
Education
Miami University, Oxford, Ohio
BA, Information Systems
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Information Technology
Wilmington Trust November 2013 - Present
Blackbird Consulting Inc. March 2012 - October 2013
UBS Wealth Management August 1999 - March 2012
Warburg Pincus 1998 - 1999
KPMG Peat Marwick 1996 - 1998
Cap Gemini Ernst & Young 1995 - 1996
Skills
Information Technology, Wealth Management, IT Strategy, Trading Systems, Business Alignment, Offshoring, Enterprise Architecture, Electronic Trading, Business Continuity, Project Portfolio..., Governance, Business Process..., IT Management, Financial Services, Business Transformation, Wealth Management..., Vendor Management, Project Management, Market Data, Hedge Funds, Investment Banking, Outsourcing, Banking, Capital Markets, Change Management, Consulting, Data Warehousing, Equities, Financial Risk, Fixed Income
Education
Miami University, Oxford, Ohio
BA, Information Systems
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA, Information Technology
Michael B. Richards Michael B. Richards's KPMG Peat Marwick Experience January 1991 - April 1993
Job Certified Public Accountant at Horizon CPA Services
Industry Accounting
Experience
Horizon CPA Services Tax ConsultantH & R Block, Inc.November 2005 - March 2009
Michael B. Richards, CPA, Smithville, Missouri June 2002 - October 2005
Farmland Industries Inc. October 1998 - June 2002
Marks, Stallings & Campbell, P.A. November 1993 - June 1998
KPMG Peat Marwick January 1991 - April 1993
Education
Rockhurst University
Business, Accounting
University of Missouri-Columbia
Engineering
Horizon CPA Services Tax ConsultantH & R Block, Inc.November 2005 - March 2009
Michael B. Richards, CPA, Smithville, Missouri June 2002 - October 2005
Farmland Industries Inc. October 1998 - June 2002
Marks, Stallings & Campbell, P.A. November 1993 - June 1998
KPMG Peat Marwick January 1991 - April 1993
Education
Rockhurst University
Business, Accounting
University of Missouri-Columbia
Engineering
David Kuhman David Kuhman's KPMG Peat Marwick Experience 1987 - 1995
Job VP Finance & Operations at Fischer Skis US
Industry Sporting Goods
Experience
Fischer Skis USA November 2005 - Present
Berry Dunn 2003 - 2005
Baker Newman & Noyes 1995 - 2003
KPMG Peat Marwick 1987 - 1995
Education
Saint Bonaventure University 1983 — 1987
BS, Accounting
Fischer Skis USA November 2005 - Present
Berry Dunn 2003 - 2005
Baker Newman & Noyes 1995 - 2003
KPMG Peat Marwick 1987 - 1995
Education
Saint Bonaventure University 1983 — 1987
BS, Accounting
Robert Niebergall Robert Niebergall's KPMG Peat Marwick Experience 1983 - 1987
Job Chief Engineer at EMS Services, Inc
Industry Information Technology and Services
Experience
EMS Services, Inc January 2008 - Present
Healthability, Inc 1997 - 2000
IBM Consulting 1989 - 1997
Baylor Health Care System 1987 - 1989
KPMG Peat Marwick 1983 - 1987
Upstate Health System 1980 - 1983
Education
Rochester Institute of Technology 1973 — 1978
BS, Industrial Engineering
EMS Services, Inc January 2008 - Present
Healthability, Inc 1997 - 2000
IBM Consulting 1989 - 1997
Baylor Health Care System 1987 - 1989
KPMG Peat Marwick 1983 - 1987
Upstate Health System 1980 - 1983
Education
Rochester Institute of Technology 1973 — 1978
BS, Industrial Engineering
James Coffing's KPMG Peat Marwick Experience 1987 - 1989
Job Field Representattive at US Census Bureau US Department of Commerce
Industry Insurance
Experience
US Census Bureau - US Department of Commerce January 2014 - Present
COUNTRY ® Financial March 2012 - Present
Country Financial October 2010 - January 2012
U.S. DEPT OF COMMERCE - U.S.CENSUS BUREAU March 2010 - September 2010
CA, INC. 2007 - 2009
CA April 2004 - August 2007
CA August 1995 - April 2004
Legent 1989 - 1995
KPMG Peat Marwick 1987 - 1989
Skills
Mainframe, Account Management, Sales, Windows, HP, Operating Systems, Sales Operations, Banking, Finance, Forecasting, Customer Service, Linux, ERP, Go-to-market Strategy, Cold Calling, Executive Management, Siebel, Business Services, Negotiation, Access, Infrastructure, Product Marketing, Contract Negotiation, Business Relationship..., Business, Budgets
Education
Purdue University - Krannert School of Management
BS, Industrial Management Minor in Computer Science
US Census Bureau - US Department of Commerce January 2014 - Present
COUNTRY ® Financial March 2012 - Present
Country Financial October 2010 - January 2012
U.S. DEPT OF COMMERCE - U.S.CENSUS BUREAU March 2010 - September 2010
CA, INC. 2007 - 2009
CA April 2004 - August 2007
CA August 1995 - April 2004
Legent 1989 - 1995
KPMG Peat Marwick 1987 - 1989
Skills
Mainframe, Account Management, Sales, Windows, HP, Operating Systems, Sales Operations, Banking, Finance, Forecasting, Customer Service, Linux, ERP, Go-to-market Strategy, Cold Calling, Executive Management, Siebel, Business Services, Negotiation, Access, Infrastructure, Product Marketing, Contract Negotiation, Business Relationship..., Business, Budgets
Education
Purdue University - Krannert School of Management
BS, Industrial Management Minor in Computer Science
Neil Barnett Neil Barnett's KPMG Peat Marwick Experience 1985 - 1989
Job Owner/Operator, Care Haven Homes
Industry Hospital & Health Care
Experience
Care Haven Homes 2004 - Present
Sprint 1990 - 2004
Intelig (Brazilian Telecom Company) 2001 - 2003
KPMG Peat Marwick 1985 - 1989
Skills
Small Business, Budgets, Strategic Planning, Healthcare, Nonprofits, Fundraising, Residential Homes, Employee Benefits, Long-term Care, Customer Service, Accounting, Team Building, Public Speaking, Leadership, Finance, Management, Marketing, Social Media
Education
Rockhurst University
MBA
The University of Kansas
BS, Accounting & Business Administration
Care Haven Homes 2004 - Present
Sprint 1990 - 2004
Intelig (Brazilian Telecom Company) 2001 - 2003
KPMG Peat Marwick 1985 - 1989
Skills
Small Business, Budgets, Strategic Planning, Healthcare, Nonprofits, Fundraising, Residential Homes, Employee Benefits, Long-term Care, Customer Service, Accounting, Team Building, Public Speaking, Leadership, Finance, Management, Marketing, Social Media
Education
Rockhurst University
MBA
The University of Kansas
BS, Accounting & Business Administration
Nicholas Amoroso, CPA MBA Nicholas Amoroso, CPA MBA's KPMG Peat Marwick Experience 1987 - 1989
Job Vice President FP&A at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions October 2014 - Present
Broadridge February 2012 - October 2014
Consultant April 2011 - February 2012
Johnson & Johnson November 2008 - April 2011
Johnson & Johnson March 2005 - October 2008
Johnson & Johnson December 1999 - March 2005
Siemens Medical Systems July 1997 - December 1999
Robert Wood Johnson University Hospital at Hamilton March 1993 - July 1997
Welfare & Pension Fund Mid Jersey Trucking Industry September 1989 - March 1993
KPMG Peat Marwick 1987 - 1989
Skills
Financial Analysis, Business Development, Business Strategy, Financial Reporting, Strategic Planning, Operating Budgets, Team Leadership, Business Integration, Business Modeling, Finance, Process Improvement, Mergers & Acquisitions, Management, Financial Modeling, Strategy, Analysis, Financial Planning, Managerial Finance, Leadership, Business Planning, Forecasting, Due Diligence, Start-ups, Corporate Finance, Business Analysis, Cross-functional Team..., Financial Services, Mergers, Accounting, Budgets
Education
Rutgers University-New Brunswick 1996 — 1999
MBA, Finance
University of Richmond - Robins School of Business 1983 — 1987
BS in BA, Accounting
The Hun School of Princeton 1979 — 1983
Broadridge Financial Solutions October 2014 - Present
Broadridge February 2012 - October 2014
Consultant April 2011 - February 2012
Johnson & Johnson November 2008 - April 2011
Johnson & Johnson March 2005 - October 2008
Johnson & Johnson December 1999 - March 2005
Siemens Medical Systems July 1997 - December 1999
Robert Wood Johnson University Hospital at Hamilton March 1993 - July 1997
Welfare & Pension Fund Mid Jersey Trucking Industry September 1989 - March 1993
KPMG Peat Marwick 1987 - 1989
Skills
Financial Analysis, Business Development, Business Strategy, Financial Reporting, Strategic Planning, Operating Budgets, Team Leadership, Business Integration, Business Modeling, Finance, Process Improvement, Mergers & Acquisitions, Management, Financial Modeling, Strategy, Analysis, Financial Planning, Managerial Finance, Leadership, Business Planning, Forecasting, Due Diligence, Start-ups, Corporate Finance, Business Analysis, Cross-functional Team..., Financial Services, Mergers, Accounting, Budgets
Education
Rutgers University-New Brunswick 1996 — 1999
MBA, Finance
University of Richmond - Robins School of Business 1983 — 1987
BS in BA, Accounting
The Hun School of Princeton 1979 — 1983
Alex Brinister, MSA, CPA Alex Brinister, MSA, CPA's KPMG Peat Marwick Experience March 1994 - May 1996
Job Senior Audit Manager at Moore Stephens Lovelace
Industry Accounting
Experience
Moore Stephens Lovelace January 2006 - Present
Asconi Corporation May 2002 - January 2006
KPMG March 2001 - May 2002
USAID March 1999 - March 2001
University of Illinois at Urbana-Champaign August 1998 - February 1999
US Embassy April 1992 - June 1997
KPMG Peat Marwick March 1994 - May 1996
Skills
Foreign Languages -..., Romanian, Ukrainian, SEC reporting, Investment Companies, Software Industry, Technology Companies, Employee Benefits, Accounting, Auditing, Financial Reporting, Budgeting, Research, Financial Analysis, Audit, Due Diligence, Internal Controls, SOX, US GAAP, Financial Accounting, Hedge Funds, SEC filings, CPA, Assurance, External Audit, Sarbanes-Oxley Act, Internal Audit, Budgets, General Ledger, Corporate Tax, Financial Statements, SEC Filings
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 1998
MS, Accountancy
The Economics Institute 1997 — 1997
Certificate, Business Administration
1988 — 1993
MS, Chemistry
Leadership Orlando
Rollins College
Nonprofit Board Service, Philanthropy & Nonprofit Leadership
Moore Stephens Lovelace January 2006 - Present
Asconi Corporation May 2002 - January 2006
KPMG March 2001 - May 2002
USAID March 1999 - March 2001
University of Illinois at Urbana-Champaign August 1998 - February 1999
US Embassy April 1992 - June 1997
KPMG Peat Marwick March 1994 - May 1996
Skills
Foreign Languages -..., Romanian, Ukrainian, SEC reporting, Investment Companies, Software Industry, Technology Companies, Employee Benefits, Accounting, Auditing, Financial Reporting, Budgeting, Research, Financial Analysis, Audit, Due Diligence, Internal Controls, SOX, US GAAP, Financial Accounting, Hedge Funds, SEC filings, CPA, Assurance, External Audit, Sarbanes-Oxley Act, Internal Audit, Budgets, General Ledger, Corporate Tax, Financial Statements, SEC Filings
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 1998
MS, Accountancy
The Economics Institute 1997 — 1997
Certificate, Business Administration
1988 — 1993
MS, Chemistry
Leadership Orlando
Rollins College
Nonprofit Board Service, Philanthropy & Nonprofit Leadership
Janet Brown Janet Brown's KPMG Peat Marwick Experience July 1986 - April 1990
Job Director of Finance at Space Center Houston
Industry Nonprofit Organization Management
Experience
Clear Creek Education Foundation January 2009 - Present
Ballunar Liftoff Festival January 1998 - Present
Space Center Houston January 1996 - Present
Rice University 2013 - 2014
Daughters of the American Revolution May 2007 - May 2011
Clear Creek Education Foundation January 2002 - December 2008
PACE Entertainment, Inc. November 1991 - December 1995
International Drilling Fluids April 1990 - November 1991
KPMG Peat Marwick July 1986 - April 1990
Moody Foundation Scholar 1982 - 1986
Skills
Public Speaking, Non-profits, Team Building, Auditing, Budgets, Community Development, Research, Public Relations, Debt Restructuring, Management, Strategic Planning, Event Planning, Program Management, Community Outreach, Accounting, Non-profit..., Event Management, Grants, Fundraising, Finance, Policy, Nonprofits, Financial Accounting, Leadership
Education
Rice University 2013 — 2014
Leadership Institute for Non-Profit Executives, Non-Profit/Public/Organizational Management, Graduated with Distinction
Leadership Texas 1998 — 1998
University of Texas at Austin 1982 — 1986
BBA, Accounting
Clear Creek High School 1978 — 1982
Diploma
American Leadership Forum
American Leadership Forum
Clear Creek Education Foundation January 2009 - Present
Ballunar Liftoff Festival January 1998 - Present
Space Center Houston January 1996 - Present
Rice University 2013 - 2014
Daughters of the American Revolution May 2007 - May 2011
Clear Creek Education Foundation January 2002 - December 2008
PACE Entertainment, Inc. November 1991 - December 1995
International Drilling Fluids April 1990 - November 1991
KPMG Peat Marwick July 1986 - April 1990
Moody Foundation Scholar 1982 - 1986
Skills
Public Speaking, Non-profits, Team Building, Auditing, Budgets, Community Development, Research, Public Relations, Debt Restructuring, Management, Strategic Planning, Event Planning, Program Management, Community Outreach, Accounting, Non-profit..., Event Management, Grants, Fundraising, Finance, Policy, Nonprofits, Financial Accounting, Leadership
Education
Rice University 2013 — 2014
Leadership Institute for Non-Profit Executives, Non-Profit/Public/Organizational Management, Graduated with Distinction
Leadership Texas 1998 — 1998
University of Texas at Austin 1982 — 1986
BBA, Accounting
Clear Creek High School 1978 — 1982
Diploma
American Leadership Forum
American Leadership Forum
Joe Zulich Joe Zulich's KPMG Peat Marwick Experience October 1983 - October 1987
Job Manager of Accounting Operations at WhiteRodgers
Industry Electrical/Electronic Manufacturing
Experience
White-Rodgers October 2011 - Present
White-Rodgers May 1998 - October 2011
Mitchell Humphrey May 1997 - April 1998
May Department Stores June 1993 - May 1997
Electronics & Space (Former Emerson Company) August 1989 - June 1993
AT&T November 1987 - July 1989
KPMG Peat Marwick October 1983 - October 1987
Skills
Outsourcing, JD Edwards, Sarbanes-Oxley Act, Accounting, Financial Reporting, Forecasting, Strategic Planning, Budgets, Microsoft Office, Marketing, Project Planning, Inventory Management, Workflow, Business Process..., Business Process..., Accounts Payable, Fixed Assets, Manufacturing, Accounts Receivable, Financial Analysis, Project Management, Financial Accounting, CPA, Managerial Finance, Process Improvement, Sarbanes-Oxley, Auditing, Financial Audits, Access, Pricing
Education
Southern New Hampshire University 1981 — 1983
MBA, Accounting
Saint Louis University 1977 — 1981
BSBA, FINANCE
White-Rodgers October 2011 - Present
White-Rodgers May 1998 - October 2011
Mitchell Humphrey May 1997 - April 1998
May Department Stores June 1993 - May 1997
Electronics & Space (Former Emerson Company) August 1989 - June 1993
AT&T November 1987 - July 1989
KPMG Peat Marwick October 1983 - October 1987
Skills
Outsourcing, JD Edwards, Sarbanes-Oxley Act, Accounting, Financial Reporting, Forecasting, Strategic Planning, Budgets, Microsoft Office, Marketing, Project Planning, Inventory Management, Workflow, Business Process..., Business Process..., Accounts Payable, Fixed Assets, Manufacturing, Accounts Receivable, Financial Analysis, Project Management, Financial Accounting, CPA, Managerial Finance, Process Improvement, Sarbanes-Oxley, Auditing, Financial Audits, Access, Pricing
Education
Southern New Hampshire University 1981 — 1983
MBA, Accounting
Saint Louis University 1977 — 1981
BSBA, FINANCE
Adam McAbee Adam McAbee's KPMG Peat Marwick Experience September 1994 - June 1996
Job Vice President at Meyers LLC, a Kennedy Wilson Company
Industry Real Estate
Experience
Meyers LLC, a Kennedy Wilson Company January 2013 - Present
John Burns Real Estate Consulting June 2010 - January 2013
Sullivan Group Real Estate Advisors January 2005 - June 2010
Meyers Group/Hanley Wood 1996 - December 2004
KPMG Peat Marwick September 1994 - June 1996
Skills
Market Research, Real Estate, Market Analysis, Vacation Homes, Resorts, Feasibility Studies, Residential Land..., Real Estate Economics, Investment Properties, Leadership, Strategic Planning, Real Estate Development, Real Estate Transactions, Residential Homes, Contract Negotiation, Public Speaking, Property Management, Due Diligence, Analysis, Investments, Property, Mixed-use, Investors, Acquisitions, Negotiation, Financial Analysis, Condos
Education
San Diego State University-California State University 1992 — 1994
BS, Business Admin/Real Estate
Meyers LLC, a Kennedy Wilson Company January 2013 - Present
John Burns Real Estate Consulting June 2010 - January 2013
Sullivan Group Real Estate Advisors January 2005 - June 2010
Meyers Group/Hanley Wood 1996 - December 2004
KPMG Peat Marwick September 1994 - June 1996
Skills
Market Research, Real Estate, Market Analysis, Vacation Homes, Resorts, Feasibility Studies, Residential Land..., Real Estate Economics, Investment Properties, Leadership, Strategic Planning, Real Estate Development, Real Estate Transactions, Residential Homes, Contract Negotiation, Public Speaking, Property Management, Due Diligence, Analysis, Investments, Property, Mixed-use, Investors, Acquisitions, Negotiation, Financial Analysis, Condos
Education
San Diego State University-California State University 1992 — 1994
BS, Business Admin/Real Estate
Eddie Dahdah Eddie Dahdah's KPMG Peat Marwick Experience October 1994 - October 1996
Job IT Director of PLM and Logistics Systems at The Childrens Place
Industry Information Technology and Services
Experience
The Children's Place October 1999 - Present
Tiffany Computer Systems October 1996 - October 1999
KPMG Peat Marwick October 1994 - October 1996
Dean Witter April 1994 - October 1994
UPS June 1993 - April 1994
AIG November 1989 - June 1993
Skills
Software Project..., Java, Web Development, Integration, Application Development, Application Architecture, Solution Architecture, J2EE, JavaBeans, Requirements Gathering, Requirements Analysis, WebSphere Application..., SQL, RAD, SDLC, EJB, DB2, Team Leadership, Data Integration, Relational Data Modeling, Object Oriented Design, Software Development, Process Improvement, Process Engineering, Business Analysis, Visio, Java Enterprise Edition, Project Management, Oracle, Databases, Testing, Management, Visual Basic, Architectures, Business Intelligence, Enterprise Architecture, Project Planning, IT Management, ERP, Leadership, IT Strategy
Education
Chubb Institute 1993 — 1994
Client Server Applications
St. Peter's College 1987 — 1991
Bachelor of Science, Information Technology
The Children's Place October 1999 - Present
Tiffany Computer Systems October 1996 - October 1999
KPMG Peat Marwick October 1994 - October 1996
Dean Witter April 1994 - October 1994
UPS June 1993 - April 1994
AIG November 1989 - June 1993
Skills
Software Project..., Java, Web Development, Integration, Application Development, Application Architecture, Solution Architecture, J2EE, JavaBeans, Requirements Gathering, Requirements Analysis, WebSphere Application..., SQL, RAD, SDLC, EJB, DB2, Team Leadership, Data Integration, Relational Data Modeling, Object Oriented Design, Software Development, Process Improvement, Process Engineering, Business Analysis, Visio, Java Enterprise Edition, Project Management, Oracle, Databases, Testing, Management, Visual Basic, Architectures, Business Intelligence, Enterprise Architecture, Project Planning, IT Management, ERP, Leadership, IT Strategy
Education
Chubb Institute 1993 — 1994
Client Server Applications
St. Peter's College 1987 — 1991
Bachelor of Science, Information Technology
David Pieramico David Pieramico's KPMG Peat Marwick Experience 1981 - 1988
Job Non Profit Executive and College Professor
Industry Nonprofit Organization Management
Experience
Jewish Community Center of Greater Rochester May 2005 - Present
Medaille College 2002 - Present
The Health Association April 1988 - October 2004
KPMG Peat Marwick 1981 - 1988
Skills
Nonprofits, Non-profits, Fundraising, Community Outreach, Curriculum Development, Public Speaking, Staff Development, Teaching, Volunteer Management, Research, Strategic Planning, Leadership Development, Student Affairs, Management, Grant Writing, Higher Education, Leadership, Program Development, Training
Education
Rochester Institute of Technology 1977 — 1978
MBA, Administration and Finance
State University of New York College at Geneseo 1973 — 1976
BA, Psychology
Jewish Community Center of Greater Rochester May 2005 - Present
Medaille College 2002 - Present
The Health Association April 1988 - October 2004
KPMG Peat Marwick 1981 - 1988
Skills
Nonprofits, Non-profits, Fundraising, Community Outreach, Curriculum Development, Public Speaking, Staff Development, Teaching, Volunteer Management, Research, Strategic Planning, Leadership Development, Student Affairs, Management, Grant Writing, Higher Education, Leadership, Program Development, Training
Education
Rochester Institute of Technology 1977 — 1978
MBA, Administration and Finance
State University of New York College at Geneseo 1973 — 1976
BA, Psychology
JoAnne Geylin JoAnne Geylin's KPMG Peat Marwick Experience February 2007 - October 2007
Job Director, EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP January 2015 - Present
Rotenberg Meril Solomon Bertiger & Guttilla, P.C. November 2013 - January 2015
EisnerAmper LLP October 2007 - November 2013
KPMG Peat Marwick February 2007 - October 2007
Traphagen Financial Group September 2001 - March 2007
Frank Hiza & Associates September 1993 - October 2001
Lane Bryant 1982 - 1984
Skills
Tax Preparation, Income Tax, Personal Income Tax..., Tax, Payroll, College Recruiting
Education
Ramapo College of New Jersey 1982 — 1984
BA, Accounting
Emerson NJ
EisnerAmper LLP January 2015 - Present
Rotenberg Meril Solomon Bertiger & Guttilla, P.C. November 2013 - January 2015
EisnerAmper LLP October 2007 - November 2013
KPMG Peat Marwick February 2007 - October 2007
Traphagen Financial Group September 2001 - March 2007
Frank Hiza & Associates September 1993 - October 2001
Lane Bryant 1982 - 1984
Skills
Tax Preparation, Income Tax, Personal Income Tax..., Tax, Payroll, College Recruiting
Education
Ramapo College of New Jersey 1982 — 1984
BA, Accounting
Emerson NJ
John J. Carney John J. Carney's KPMG Peat Marwick Experience January 1984 - January 1989
Job Partner at Baker Hostetler
Industry Law Practice
Experience
Baker Hostetler June 2005 - Present
United States Attorney's Office 1995 - 2005
U.S. Attorney's Office, District of New Jersey 1995 - 2005
US Securities and Exchange Commission 1990 - 1995
United States Attorney's - District of Columbia 1993 - 1993
KPMG Peat Marwick January 1984 - January 1989
Skills
FCPA, Litigation, Internal Investigations, White Collar Criminal..., Securities Regulation
Education
Rutgers University School of Law - Newark 1987 — 1990
Rutgers, The State University of New Jersey-Newark
BA, Accounting
Baker Hostetler June 2005 - Present
United States Attorney's Office 1995 - 2005
U.S. Attorney's Office, District of New Jersey 1995 - 2005
US Securities and Exchange Commission 1990 - 1995
United States Attorney's - District of Columbia 1993 - 1993
KPMG Peat Marwick January 1984 - January 1989
Skills
FCPA, Litigation, Internal Investigations, White Collar Criminal..., Securities Regulation
Education
Rutgers University School of Law - Newark 1987 — 1990
Rutgers, The State University of New Jersey-Newark
BA, Accounting
David Newman David Newman's KPMG Peat Marwick Experience 1988 - 1991
Job Managing Partner at The Symmetry Group
Industry Management Consulting
Experience
The Symmetry Group LLC August 2014 - Present
Harris Research, Inc. April 2012 - July 2014
Direct General Insurance November 2007 - April 2012
Laffer Associates 2006 - 2007
Progeny Marketing Innovations 2001 - 2006
Progeny Marketing Innovations 2001 - 2001
Galaxy Entertainment 1999 - 2001
ACD Tridon 1991 - 1999
KPMG Peat Marwick 1988 - 1991
Skills
Mergers & Acquisitions, Forecasting, Financial Analysis, Budgets, Accounting, Process Improvement, Accounts Payable, Strategic Planning, Finance, Executive Management, Sarbanes-Oxley Act, Leadership, Risk Management, Business Intelligence, Insurance, Financial Reporting, Treasury Management, Management, Mergers, Corporate Finance, Managerial Finance, Contract Negotiation, Hyperion Enterprise, Private Equity, Financial Modeling, Due Diligence, Acquisition Integration, Auditing, Business Planning, Strategy, Analysis, Budgeting, Consulting, Hyperion, Business Strategy, Operations Management, Internal Controls, Microsoft Dynamics, JD Edwards, P&C Insurance, Data Warehousing, IT Management, System Implementations, Manufacturing..., Executive Financial..., Term Life Insurance, Auto Insurance, Financial Systems, Financial Planning, Tableau
Education
Saint Mary's University 1984 — 1988
B Comm, Accounting
The Symmetry Group LLC August 2014 - Present
Harris Research, Inc. April 2012 - July 2014
Direct General Insurance November 2007 - April 2012
Laffer Associates 2006 - 2007
Progeny Marketing Innovations 2001 - 2006
Progeny Marketing Innovations 2001 - 2001
Galaxy Entertainment 1999 - 2001
ACD Tridon 1991 - 1999
KPMG Peat Marwick 1988 - 1991
Skills
Mergers & Acquisitions, Forecasting, Financial Analysis, Budgets, Accounting, Process Improvement, Accounts Payable, Strategic Planning, Finance, Executive Management, Sarbanes-Oxley Act, Leadership, Risk Management, Business Intelligence, Insurance, Financial Reporting, Treasury Management, Management, Mergers, Corporate Finance, Managerial Finance, Contract Negotiation, Hyperion Enterprise, Private Equity, Financial Modeling, Due Diligence, Acquisition Integration, Auditing, Business Planning, Strategy, Analysis, Budgeting, Consulting, Hyperion, Business Strategy, Operations Management, Internal Controls, Microsoft Dynamics, JD Edwards, P&C Insurance, Data Warehousing, IT Management, System Implementations, Manufacturing..., Executive Financial..., Term Life Insurance, Auto Insurance, Financial Systems, Financial Planning, Tableau
Education
Saint Mary's University 1984 — 1988
B Comm, Accounting
Ed Peterson Ed Peterson's KPMG Peat Marwick Experience August 1981 - March 1990
Job Operations Oriented Financial Executive
Industry Marketing and Advertising
Experience
Wahlstrom Group August 2003 - April 2009
ARC Integrated Marketing (formerly Clarion Marketing) February 1999 - July 2003
Wells Rich Greene January 1996 - January 1999
ESPN April 1990 - September 1995
KPMG Peat Marwick August 1981 - March 1990
United States Marine Corps 1975 - 1978
Education
Queens College
BS, Accounting
Queens College
Bachelor of Science (BS), Accounting
Wahlstrom Group August 2003 - April 2009
ARC Integrated Marketing (formerly Clarion Marketing) February 1999 - July 2003
Wells Rich Greene January 1996 - January 1999
ESPN April 1990 - September 1995
KPMG Peat Marwick August 1981 - March 1990
United States Marine Corps 1975 - 1978
Education
Queens College
BS, Accounting
Queens College
Bachelor of Science (BS), Accounting
Edy Hurdle Edy Hurdle's KPMG Peat Marwick Experience 1988 - 1990
Job Senior Consultant at Whitney Jones inc
Industry Fund-Raising
Experience
Edy Hurdle Consulting Inc. 2000 - Present
Whitney Jones Inc 1996 - Present
Brenner Children's Hospital 1994 - 1996
Wake Forest University Baptist Medical Center 1991 - 1994
KPMG Peat Marwick 1988 - 1990
Skills
Non-profits, Event Planning, Non-profit..., Strategic Planning, Fundraising, Philanthropy, Annual Giving, Nonprofits, Strategic Communications, Board Development
Education
Salem College
Bachelors, Communication
Peace College 1981 — 1983
Associates, Business
Edy Hurdle Consulting Inc. 2000 - Present
Whitney Jones Inc 1996 - Present
Brenner Children's Hospital 1994 - 1996
Wake Forest University Baptist Medical Center 1991 - 1994
KPMG Peat Marwick 1988 - 1990
Skills
Non-profits, Event Planning, Non-profit..., Strategic Planning, Fundraising, Philanthropy, Annual Giving, Nonprofits, Strategic Communications, Board Development
Education
Salem College
Bachelors, Communication
Peace College 1981 — 1983
Associates, Business
Anthony Pappalardo Anthony Pappalardo's KPMG Peat Marwick Experience August 1990 - September 1991
Job VP Compliance at Jefferies & Company
Industry Investment Banking
Experience
Jefferies and Company, Inc October 2004 - Present
MetLife Securities September 2003 - October 2004
Paragon Capital Markets March 2000 - September 2003
SG Cowen and Company April 1999 - March 2000
Sharpe Capital Corporation (now National Securities) June 1994 - April 1999
Dean Witter (Morgan Stanley) June 1993 - June 1994
Lehman Brothers June 1992 - June 1993
Prudential Insurance September 1991 - June 1992
KPMG Peat Marwick August 1990 - September 1991
Deloitte and Touche June 1984 - August 1990
Skills
Securities, Equities, Hedge Funds, Series 7, Capital Markets, Series 24, Trading, Series 63, Equity Trading, Bloomberg, Electronic Trading, Options, Fixed Income, Investment Banking, Derivatives, Alternative Investments, Private Equity, Trading Systems, AML, Financial Markets
Education
Rutgers University 1986 — 1990
BS, Accounting
Rutgers, The State University of New Jersey-Newark 1986 — 1990
BS, Accounting
Jefferies and Company, Inc October 2004 - Present
MetLife Securities September 2003 - October 2004
Paragon Capital Markets March 2000 - September 2003
SG Cowen and Company April 1999 - March 2000
Sharpe Capital Corporation (now National Securities) June 1994 - April 1999
Dean Witter (Morgan Stanley) June 1993 - June 1994
Lehman Brothers June 1992 - June 1993
Prudential Insurance September 1991 - June 1992
KPMG Peat Marwick August 1990 - September 1991
Deloitte and Touche June 1984 - August 1990
Skills
Securities, Equities, Hedge Funds, Series 7, Capital Markets, Series 24, Trading, Series 63, Equity Trading, Bloomberg, Electronic Trading, Options, Fixed Income, Investment Banking, Derivatives, Alternative Investments, Private Equity, Trading Systems, AML, Financial Markets
Education
Rutgers University 1986 — 1990
BS, Accounting
Rutgers, The State University of New Jersey-Newark 1986 — 1990
BS, Accounting
Sally Heffernan, CPA, CMA Sally Heffernan, CPA, CMA's KPMG Peat Marwick Experience 1991 - 1994
Job Market and Financial Feasibility Vice President | Senior Living | Plante Moran Living Forward
Industry Accounting
Experience
Plante Moran 1994 - Present
KPMG Peat Marwick 1991 - 1994
Skills
Market Research, Strategic Planning, Financial Reporting, CPA, Accounting, Financial Accounting, Tax, Financial Analysis, Budgets, Auditing, Assurance, Internal Controls, GAAP, Financial Statements, Tax Accounting, Sarbanes-Oxley Act
Education
Saint Louis University 1987 — 1991
BSBA, Double Major: Accounting and Finance
Leadership Bowling Green
Plante Moran 1994 - Present
KPMG Peat Marwick 1991 - 1994
Skills
Market Research, Strategic Planning, Financial Reporting, CPA, Accounting, Financial Accounting, Tax, Financial Analysis, Budgets, Auditing, Assurance, Internal Controls, GAAP, Financial Statements, Tax Accounting, Sarbanes-Oxley Act
Education
Saint Louis University 1987 — 1991
BSBA, Double Major: Accounting and Finance
Leadership Bowling Green
Richard C. Smith Richard C. Smith's KPMG Peat Marwick Experience 1968 - 1969
Job Attorney/Member at Jennings, Strouss & Salmon PLC
Industry Law Practice
Experience
Jennings, Strouss & Salmon June 2009 - Present
Bryan Cave November 1996 - June 2009
O'Connor Cavanagh November 1973 - November 1996
Morgan, Lewis & Bockius LLP July 1971 - November 1973
KPMG Peat Marwick 1968 - 1969
Skills
Employee Benefits, Estate Planning, Mergers & Acquisitions, Mergers, Wills, Corporate Law, Pensions, Tax, Licensing, Insurance, Legal Advice, Business Planning, Tax Law
Education
Syracuse University College of Law 1968 — 1971
J.D.
Queens College 1963 — 1967
B.A.
Jennings, Strouss & Salmon June 2009 - Present
Bryan Cave November 1996 - June 2009
O'Connor Cavanagh November 1973 - November 1996
Morgan, Lewis & Bockius LLP July 1971 - November 1973
KPMG Peat Marwick 1968 - 1969
Skills
Employee Benefits, Estate Planning, Mergers & Acquisitions, Mergers, Wills, Corporate Law, Pensions, Tax, Licensing, Insurance, Legal Advice, Business Planning, Tax Law
Education
Syracuse University College of Law 1968 — 1971
J.D.
Queens College 1963 — 1967
B.A.
Eleanor Young Eleanor Young's KPMG Peat Marwick Experience September 1993 - February 1997
Job Director of Finance, Events & Operations at Pass It Along
Industry Civic & Social Organization
Experience
Pass It Along January 2012 - Present
Christopher Miller Accounting & Tax Services February 2004 - December 2012
Tyco Submarine Systems Inc March 1997 - February 2002
KPMG Peat Marwick September 1993 - February 1997
Skills
Volunteer Management, Fundraising, Community Outreach, Event Planning, Event Management, Social Media, Charities, Annual Giving, Donor Management, Community Engagement, Prospect Research, Donations, Nonprofits, Non-profit..., Grants, Team Building, Public Speaking, Management, PowerPoint, Leadership, Budgets, Microsoft Office, Strategic Planning, Accounting, Financial Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
BS, Accounting
Rutgers Business School 1989 — 1993
Accounting, Accounting and Finance
Pass It Along January 2012 - Present
Christopher Miller Accounting & Tax Services February 2004 - December 2012
Tyco Submarine Systems Inc March 1997 - February 2002
KPMG Peat Marwick September 1993 - February 1997
Skills
Volunteer Management, Fundraising, Community Outreach, Event Planning, Event Management, Social Media, Charities, Annual Giving, Donor Management, Community Engagement, Prospect Research, Donations, Nonprofits, Non-profit..., Grants, Team Building, Public Speaking, Management, PowerPoint, Leadership, Budgets, Microsoft Office, Strategic Planning, Accounting, Financial Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
BS, Accounting
Rutgers Business School 1989 — 1993
Accounting, Accounting and Finance
Philip Gerstenfeld, PMP's KPMG Peat Marwick Experience May 1997 - September 1999
Job
Industry Information Technology and Services
Experience
Brierley+Partners November 2014 - Present
Epsilon March 2011 - November 2014
SuperMedia LLC October 2009 - October 2011
Experian October 2002 - October 2009
Qwest Communications (Qwest Cyber Solutions) March 2000 - October 2002
First American Real Estate Information Services September 1999 - March 2000
KPMG Peat Marwick May 1997 - September 1999
Skills
Six Sigma, Analysis, Process Improvement, SDLC, Analytics, CRM, Integration, Team Management, Project Management, Strategic Planning, Business Analysis, Team Building, Outsourcing, Management, Project Planning, Leadership, PMP, Agile Methodologies
Education
Rollins College - Crummer Graduate School of Business 1994 — 1996
MBA
The University of Georgia 1991 — 1994
Bachelor of Arts (BA)
Woodward Academy 1989 — 1991
Brierley+Partners November 2014 - Present
Epsilon March 2011 - November 2014
SuperMedia LLC October 2009 - October 2011
Experian October 2002 - October 2009
Qwest Communications (Qwest Cyber Solutions) March 2000 - October 2002
First American Real Estate Information Services September 1999 - March 2000
KPMG Peat Marwick May 1997 - September 1999
Skills
Six Sigma, Analysis, Process Improvement, SDLC, Analytics, CRM, Integration, Team Management, Project Management, Strategic Planning, Business Analysis, Team Building, Outsourcing, Management, Project Planning, Leadership, PMP, Agile Methodologies
Education
Rollins College - Crummer Graduate School of Business 1994 — 1996
MBA
The University of Georgia 1991 — 1994
Bachelor of Arts (BA)
Woodward Academy 1989 — 1991
Damon LeGare's KPMG Peat Marwick Experience May 1995 - November 1996
Job Senior Project Manager IT Development at Long Island Rail Road
Industry Transportation/Trucking/Railroad
Experience
Long Island Rail Road August 2013 - Present
MTA Long Island Rail Road October 2001 - August 2013
Commerce One March 2000 - October 2001
Sybase, Inc. January 1999 - February 2000
ICON Solutions June 1997 - December 1998
KPMG Peat Marwick May 1995 - November 1996
Citicorp March 1993 - May 1995
Skills
Program Management, Transportation, Supply Chain Management, Management, Contract Management, Project Planning, Logistics, SDLC, Project Management, MS Project, Analysis, Operations Management, Process Improvement, Integration, Requirements Analysis, Quality Assurance, Business Analysis, Procurement, Six Sigma, Risk Management, Microsoft Project, Consulting, Contract Negotiation, Leadership
Education
Martin Luther 1994 — 1998
High school
Redeemer Lutheran 1994 — 1998
Rochester Institute of Technology 1988 — 1993
BS, Management Information Systems
Long Island Rail Road August 2013 - Present
MTA Long Island Rail Road October 2001 - August 2013
Commerce One March 2000 - October 2001
Sybase, Inc. January 1999 - February 2000
ICON Solutions June 1997 - December 1998
KPMG Peat Marwick May 1995 - November 1996
Citicorp March 1993 - May 1995
Skills
Program Management, Transportation, Supply Chain Management, Management, Contract Management, Project Planning, Logistics, SDLC, Project Management, MS Project, Analysis, Operations Management, Process Improvement, Integration, Requirements Analysis, Quality Assurance, Business Analysis, Procurement, Six Sigma, Risk Management, Microsoft Project, Consulting, Contract Negotiation, Leadership
Education
Martin Luther 1994 — 1998
High school
Redeemer Lutheran 1994 — 1998
Rochester Institute of Technology 1988 — 1993
BS, Management Information Systems
Doug Banski's KPMG Peat Marwick Experience June 1980 - March 1983
Job Director National Practice Leader, Commercial Services at Accume Partners
Industry Management Consulting
Experience
Accume Partners July 2004 - Present
Harte-Hanks, Inc. May 2002 - January 2004
Appsmall.com March 2000 - December 2001
JBA International - Computer Solutions Division March 1996 - January 2000
Solon Automated Services May 1985 - January 1996
ARAMARK CORP. April 1983 - May 1985
KPMG Peat Marwick June 1980 - March 1983
Skills
Management Consulting, Internal Audit, Restructuring, Start-ups, Financial Management, Sarbanes-Oxley, M&A, Due Diligence, Treasury Management, Auditing, Internal Controls, Enterprise Risk..., GAAP, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Strategy, US GAAP, Finance, Financial Analysis, Executive Management
Education
Rutgers, The State University of New Jersey-Camden
BA, Accounting
Accume Partners July 2004 - Present
Harte-Hanks, Inc. May 2002 - January 2004
Appsmall.com March 2000 - December 2001
JBA International - Computer Solutions Division March 1996 - January 2000
Solon Automated Services May 1985 - January 1996
ARAMARK CORP. April 1983 - May 1985
KPMG Peat Marwick June 1980 - March 1983
Skills
Management Consulting, Internal Audit, Restructuring, Start-ups, Financial Management, Sarbanes-Oxley, M&A, Due Diligence, Treasury Management, Auditing, Internal Controls, Enterprise Risk..., GAAP, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Strategy, US GAAP, Finance, Financial Analysis, Executive Management
Education
Rutgers, The State University of New Jersey-Camden
BA, Accounting
Jason Manowitz's KPMG Peat Marwick Experience April 1997 - December 1999
Job Client Solutions and Implementation Senior Leadership at UnitedHealth Group
Industry Information Services
Experience
UnitedHealth Group June 2015 - Present
NearBlue January 2005 - July 2015
Celgene March 2014 - May 2015
Thomson Reuters October 2005 - October 2013
ADP Time and Labor 2003 - 2004
Marex.com February 2000 - December 2003
KPMG Peat Marwick April 1997 - December 1999
Bankers Trust Company March 1991 - July 1997
Skills
Business Analysis, Strategy, Business Development, SDLC, Vendor Management, IT Strategy, Process Improvement, PMO, Business Process..., Fixed Income, Management, Equities, Requirements Analysis, Software Project..., Trading Systems, Outsourcing, Salesforce.com, Risk Management, Business Intelligence, Strategic Planning, Cross-functional Team..., Program Management, Derivatives, Financial Services, Maritime Operations, Marine Engineering, Marine Industry, Marine Safety, Maritime Safety, USCG Captain, Telemetry, Asset Management, Asset Protection, Healthcare, Hospital Information..., Labor Control, Labor Management, Procurement, Order to Cash, Source to Pay, GRC
Education
Seton Hall University 1990 — 1991
MBA, Finance
Rider University 1987 — 1990
BS/BS, Finance/Accounting
Rutgers, The State University of New Jersey-Newark 1985 — 1987
BS, Chemistry
UnitedHealth Group June 2015 - Present
NearBlue January 2005 - July 2015
Celgene March 2014 - May 2015
Thomson Reuters October 2005 - October 2013
ADP Time and Labor 2003 - 2004
Marex.com February 2000 - December 2003
KPMG Peat Marwick April 1997 - December 1999
Bankers Trust Company March 1991 - July 1997
Skills
Business Analysis, Strategy, Business Development, SDLC, Vendor Management, IT Strategy, Process Improvement, PMO, Business Process..., Fixed Income, Management, Equities, Requirements Analysis, Software Project..., Trading Systems, Outsourcing, Salesforce.com, Risk Management, Business Intelligence, Strategic Planning, Cross-functional Team..., Program Management, Derivatives, Financial Services, Maritime Operations, Marine Engineering, Marine Industry, Marine Safety, Maritime Safety, USCG Captain, Telemetry, Asset Management, Asset Protection, Healthcare, Hospital Information..., Labor Control, Labor Management, Procurement, Order to Cash, Source to Pay, GRC
Education
Seton Hall University 1990 — 1991
MBA, Finance
Rider University 1987 — 1990
BS/BS, Finance/Accounting
Rutgers, The State University of New Jersey-Newark 1985 — 1987
BS, Chemistry
Michael Tiersten's KPMG Peat Marwick Experience 1998 - 2000
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Ten Tiers Consulting October 2001 - Present
INTTRA Inc. 2003 - 2006
Americas Systems, Inc (ASI) 2001 - 2004
KPMG 1998 - 2001
KPMG Peat Marwick 1998 - 2000
Skills
Strategy, Business Analysis, Process Improvement, Logistics, Transportation, Enterprise Architecture, SDLC, Supply Chain Management, Project Planning, Requirements Gathering, Business Process..., Management, IT Strategy, Program Management, Business Process
Education
Rutgers University-New Brunswick 1980 — 1983
Ten Tiers Consulting October 2001 - Present
INTTRA Inc. 2003 - 2006
Americas Systems, Inc (ASI) 2001 - 2004
KPMG 1998 - 2001
KPMG Peat Marwick 1998 - 2000
Skills
Strategy, Business Analysis, Process Improvement, Logistics, Transportation, Enterprise Architecture, SDLC, Supply Chain Management, Project Planning, Requirements Gathering, Business Process..., Management, IT Strategy, Program Management, Business Process
Education
Rutgers University-New Brunswick 1980 — 1983
Tricia Senzel, CPA's KPMG Peat Marwick Experience 1989 - 1990
Job Firm Administrator at Burak Anderson & Melloni
Industry Executive Office
Experience
Burak Anderson & Melloni June 2012 - Present
Opportunities Credit Union February 2010 - March 2012
SMARTvt.org May 2009 - January 2010
UBS Wealth Management 2007 - 2009
Sentinel Financial Services 1998 - 2007
American Express Financial Advisors 1994 - 1998
Herrick, Ltd. 1992 - 1994
John A. Lamson & Associates, Inc. 1990 - 1992
KPMG Peat Marwick 1989 - 1990
Education
Saint Michael's College
BS, Finance & Accounting
High School
Burak Anderson & Melloni June 2012 - Present
Opportunities Credit Union February 2010 - March 2012
SMARTvt.org May 2009 - January 2010
UBS Wealth Management 2007 - 2009
Sentinel Financial Services 1998 - 2007
American Express Financial Advisors 1994 - 1998
Herrick, Ltd. 1992 - 1994
John A. Lamson & Associates, Inc. 1990 - 1992
KPMG Peat Marwick 1989 - 1990
Education
Saint Michael's College
BS, Finance & Accounting
High School
Frank Maniaci's KPMG Peat Marwick Experience January 1995 - June 1996
Job Actuarial Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson July 1997 - Present
KPMG Peat Marwick January 1995 - June 1996
New York Life Insurance Company June 1993 - January 1995
Skills
Actuarial, Actuarial Science
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS, Mathematics
American School of Paris 1986 — 1988
Towers Watson July 1997 - Present
KPMG Peat Marwick January 1995 - June 1996
New York Life Insurance Company June 1993 - January 1995
Skills
Actuarial, Actuarial Science
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS, Mathematics
American School of Paris 1986 — 1988
Jim Hofmockel's KPMG Peat Marwick Experience 1988 - 1992
Job Director of Capital Markets at Acrecent Financial Corporation
Industry Financial Services
Experience
Acrecent Financial Corporation February 2011 - Present
Hofmockel Investments, LLC 2007 - Present
Cardinal Growth, LP 2000 - 2009
Salomon Brothers Inc. 1996 - 1998
Bear Stearns Companies 1994 - 1996
KPMG Peat Marwick 1988 - 1992
Skills
Acquisitions, Banking, Tax, Private Equity, Capital, Due Diligence, Corporate Finance, Mergers, Financial Modeling, Restructuring, Start-ups, Financial Analysis, Executive Management, Venture Capital, Managerial Finance, Investment Banking, Portfolio Management, Investments, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, Economics
Purdue University 1984 — 1988
BS, Accounting
Batavia High School 1980 — 1984
Batavia High School
Diploma
Acrecent Financial Corporation February 2011 - Present
Hofmockel Investments, LLC 2007 - Present
Cardinal Growth, LP 2000 - 2009
Salomon Brothers Inc. 1996 - 1998
Bear Stearns Companies 1994 - 1996
KPMG Peat Marwick 1988 - 1992
Skills
Acquisitions, Banking, Tax, Private Equity, Capital, Due Diligence, Corporate Finance, Mergers, Financial Modeling, Restructuring, Start-ups, Financial Analysis, Executive Management, Venture Capital, Managerial Finance, Investment Banking, Portfolio Management, Investments, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, Economics
Purdue University 1984 — 1988
BS, Accounting
Batavia High School 1980 — 1984
Batavia High School
Diploma
Peter Mazurek's KPMG Peat Marwick Experience June 1992 - November 2000
Job Community Planner, Team Leader at DOT, Federal Transit Administration
Industry Architecture & Planning
Experience
DOT, Federal Transit Administration April 2013 - Present
HDR Engineering, Inc. February 2007 - November 2012
Citilabs January 2006 - October 2006
AECOM November 2000 - December 2005
KPMG Peat Marwick June 1992 - November 2000
Skills
Transportation..., Road Traffic, GIS, Civil Engineering, Sustainability, Environmental Planning, Land Use Planning, Urban Planning, Program Management, Transport Modelling, Transit Planning, Transportation Planning, Public Transport, Demand Forecasting, Streetcars, Light Rail, Commuter Rail, Bus Rapid Transit, Feasibility Studies, Analysis of Alternatives
Education
University of Washington 1995 — 1996
MSCE, Transportation Engineering
Rensselaer Polytechnic Institute 1988 — 1992
B.S., Civil Engineering
DOT, Federal Transit Administration April 2013 - Present
HDR Engineering, Inc. February 2007 - November 2012
Citilabs January 2006 - October 2006
AECOM November 2000 - December 2005
KPMG Peat Marwick June 1992 - November 2000
Skills
Transportation..., Road Traffic, GIS, Civil Engineering, Sustainability, Environmental Planning, Land Use Planning, Urban Planning, Program Management, Transport Modelling, Transit Planning, Transportation Planning, Public Transport, Demand Forecasting, Streetcars, Light Rail, Commuter Rail, Bus Rapid Transit, Feasibility Studies, Analysis of Alternatives
Education
University of Washington 1995 — 1996
MSCE, Transportation Engineering
Rensselaer Polytechnic Institute 1988 — 1992
B.S., Civil Engineering
Susi Farmer's KPMG Peat Marwick Experience August 1990 - December 1993
Job Independent Accounting Professional
Industry Accounting
Experience
Farmer Family February 2003 - Present
C&L Financial, Inc. August 1995 - February 2003
Macy's West Inc. January 1994 - June 1995
KPMG Peat Marwick August 1990 - December 1993
Skills
Payroll, GAAP, Financial Analysis, Accountants, Cash Flow, Fixed Assets
Education
St. Mary's College of California 1988 — 1990
Bachelor of Science (B.S.), Accounting
Farmer Family February 2003 - Present
C&L Financial, Inc. August 1995 - February 2003
Macy's West Inc. January 1994 - June 1995
KPMG Peat Marwick August 1990 - December 1993
Skills
Payroll, GAAP, Financial Analysis, Accountants, Cash Flow, Fixed Assets
Education
St. Mary's College of California 1988 — 1990
Bachelor of Science (B.S.), Accounting
Adina (Miller) Liuzzo's KPMG Peat Marwick Experience September 1992 - November 1993
Job Sr. Presales Technical Consultant, HP Autonomy
Industry Computer Software
Experience
Autonomy, Inc March 2000 - Present
Litton TASC December 1994 - March 2000
KPMG Peat Marwick September 1992 - November 1993
Skills
Enterprise Software, Cloud Computing, SaaS, Solution Selling, Professional Services, Enterprise Content..., Pre-sales, Product Management, Strategic Partnerships, Solution Architecture, Integration, Enterprise Architecture, Virtualization, Big Data, Enterprise Search, Knowledge Management, Go-to-market Strategy, Business Alliances, Program Management, Autonomy IDOL, information management
Education
The George Washington University - School of Business 1988 — 1992
MBA
Rutgers University-New Brunswick 1982 — 1986
BSEE, Electrical Engineering
Autonomy, Inc March 2000 - Present
Litton TASC December 1994 - March 2000
KPMG Peat Marwick September 1992 - November 1993
Skills
Enterprise Software, Cloud Computing, SaaS, Solution Selling, Professional Services, Enterprise Content..., Pre-sales, Product Management, Strategic Partnerships, Solution Architecture, Integration, Enterprise Architecture, Virtualization, Big Data, Enterprise Search, Knowledge Management, Go-to-market Strategy, Business Alliances, Program Management, Autonomy IDOL, information management
Education
The George Washington University - School of Business 1988 — 1992
MBA
Rutgers University-New Brunswick 1982 — 1986
BSEE, Electrical Engineering
Vince Chapa's KPMG Peat Marwick Experience 1997 - 2002
Job Managing Director, Advisory at KPMG, LLP
Industry Management Consulting
Experience
KPMG, LLP June 2007 - Present
ACP Consulting 2003 - 2007
Atos Origin 2002 - 2003
KPMG Peat Marwick 1997 - 2002
Sterling Software 1995 - 1997
Legent 1990 - 1995
Kimberly-Clark 1988 - 1990
Applied Data Research (ADR) 1985 - 1988
Wang Laboratories 1983 - 1985
IBM 1978 - 1983
Skills
Management Consulting, Acquisition Integration, Professional Services, Sales Management, Sales Process, International Sales, Executive Management, Executive Coaching, Technology, Mergers, Business Development, Business Transformation, Outsourcing, Business Strategy, Strategic Planning, Community Outreach, Business Alliances, IT Strategy, Strategic Partnerships, Start-ups, New Business Development, Business Planning, Strategy, Change Management, SaaS, Business Process..., Mergers & Acquisitions, Consulting, Sales, Leadership, Business Intelligence, CRM, Business Process, Program Management, Cross-functional Team..., Process Improvement, Governance, Risk Management, Business Analysis, Due Diligence, ERP, Financial Services, Business Process..., Finance, Go-to-market Strategy, Financial Analysis, Venture Capital, Financial Modeling, Enterprise Risk..., Strategic Consulting
Education
Roosevelt University 1974 — 1978
BSBA, International Business
Washington Irving Elementary, Lane Tech
KPMG, LLP June 2007 - Present
ACP Consulting 2003 - 2007
Atos Origin 2002 - 2003
KPMG Peat Marwick 1997 - 2002
Sterling Software 1995 - 1997
Legent 1990 - 1995
Kimberly-Clark 1988 - 1990
Applied Data Research (ADR) 1985 - 1988
Wang Laboratories 1983 - 1985
IBM 1978 - 1983
Skills
Management Consulting, Acquisition Integration, Professional Services, Sales Management, Sales Process, International Sales, Executive Management, Executive Coaching, Technology, Mergers, Business Development, Business Transformation, Outsourcing, Business Strategy, Strategic Planning, Community Outreach, Business Alliances, IT Strategy, Strategic Partnerships, Start-ups, New Business Development, Business Planning, Strategy, Change Management, SaaS, Business Process..., Mergers & Acquisitions, Consulting, Sales, Leadership, Business Intelligence, CRM, Business Process, Program Management, Cross-functional Team..., Process Improvement, Governance, Risk Management, Business Analysis, Due Diligence, ERP, Financial Services, Business Process..., Finance, Go-to-market Strategy, Financial Analysis, Venture Capital, Financial Modeling, Enterprise Risk..., Strategic Consulting
Education
Roosevelt University 1974 — 1978
BSBA, International Business
Washington Irving Elementary, Lane Tech
Steve Macrae's KPMG Peat Marwick Experience November 1995 - November 1997
Job Vice President Mortgage Warehouse Lending at City National Bank
Industry Financial Services
Experience
City National Bank December 2012 - Present
GMAC Bank June 2009 - December 2012
GMAC Bank September 2008 - June 2009
Gateway Funding February 2008 - September 2008
Independant Consultant January 2008 - February 2008
NattyMac, LLC April 2007 - January 2008
GMAC ResCap 2002 - 2007
GE Capital Mortgage 1998 - 2002
KPMG Peat Marwick November 1995 - November 1997
First Fidelity Bancorp 1991 - 1995
Education
Rider University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Middletown HS North
City National Bank December 2012 - Present
GMAC Bank June 2009 - December 2012
GMAC Bank September 2008 - June 2009
Gateway Funding February 2008 - September 2008
Independant Consultant January 2008 - February 2008
NattyMac, LLC April 2007 - January 2008
GMAC ResCap 2002 - 2007
GE Capital Mortgage 1998 - 2002
KPMG Peat Marwick November 1995 - November 1997
First Fidelity Bancorp 1991 - 1995
Education
Rider University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Middletown HS North
Randy Fuller's KPMG Peat Marwick Experience 1989 - 1990
Job at GE Healthcare Performance Solutions
Industry Hospital & Health Care
Experience
GE Healthcare Performance Solutions August 2010 - Present
HFMA September 2008 - August 2010
GE Healthcare Financial Services October 2002 - June 2008
Heller Financial February 2000 - October 2002
Catholic Health System July 1995 - June 1999
Strong Memorial Hospital November 1990 - July 1995
KPMG Peat Marwick 1989 - 1990
Skills
Healthcare, Strategic Planning, Process Improvement, Business Strategy, Healthcare Information..., Competitive Analysis, Change Management, Marketing Strategy, Cross-functional Team..., Market Research, Strategy, Business Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1980 — 1984
Master of Business Administration (MBA), Finance, General
Rochester Institute of Technology 1975 — 1979
BS, Nuclear Medicine Technology
GE Healthcare Performance Solutions August 2010 - Present
HFMA September 2008 - August 2010
GE Healthcare Financial Services October 2002 - June 2008
Heller Financial February 2000 - October 2002
Catholic Health System July 1995 - June 1999
Strong Memorial Hospital November 1990 - July 1995
KPMG Peat Marwick 1989 - 1990
Skills
Healthcare, Strategic Planning, Process Improvement, Business Strategy, Healthcare Information..., Competitive Analysis, Change Management, Marketing Strategy, Cross-functional Team..., Market Research, Strategy, Business Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1980 — 1984
Master of Business Administration (MBA), Finance, General
Rochester Institute of Technology 1975 — 1979
BS, Nuclear Medicine Technology
Diane Crocker's KPMG Peat Marwick Experience 1992 - 1995
Job CFO at Staffing Plus
Industry Management Consulting
Experience
Staffing Plus April 2008 - Present
Right Management 2003 - 2007
Right Management 2000 - 2003
Bristol-Myers Squibb (BMS) 1999 - 2000
Bristol-Myers Squibb 1998 - 1999
Bristol-Myers Squibb 1995 - 1998
KPMG Peat Marwick 1992 - 1995
Skills
Process Improvement, Forecasting, Operations Management, Budgets, Strategy, Leadership, Managerial Finance, Accounting, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, Finance, Talent Management
Education
Rider University 1996 — 1998
MBA
Rider University
BS, Accounting
Staffing Plus April 2008 - Present
Right Management 2003 - 2007
Right Management 2000 - 2003
Bristol-Myers Squibb (BMS) 1999 - 2000
Bristol-Myers Squibb 1998 - 1999
Bristol-Myers Squibb 1995 - 1998
KPMG Peat Marwick 1992 - 1995
Skills
Process Improvement, Forecasting, Operations Management, Budgets, Strategy, Leadership, Managerial Finance, Accounting, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, Finance, Talent Management
Education
Rider University 1996 — 1998
MBA
Rider University
BS, Accounting
Susan Frawley's KPMG Peat Marwick Experience 1987 - 1989
Job Internal Auditor
Industry Accounting
Experience
Erie Insurance Group August 2012 - Present
Sarah A. Reed Children's Center September 2007 - Present
Maloney Reed Scarpitti & Co., LLP 2005 - August 2012
Susan L. Frawley, CPA 1993 - 2005
Diefenbach Delio Kearney & DeDionisio 1990 - 1993
RD&D Corporation 1989 - 1990
KPMG Peat Marwick 1987 - 1989
Davie Kaplan & Braverman 1985 - 1987
Education
Saint Bonaventure University 1981 — 1985
BBA, Accounting
VMA
Erie Insurance Group August 2012 - Present
Sarah A. Reed Children's Center September 2007 - Present
Maloney Reed Scarpitti & Co., LLP 2005 - August 2012
Susan L. Frawley, CPA 1993 - 2005
Diefenbach Delio Kearney & DeDionisio 1990 - 1993
RD&D Corporation 1989 - 1990
KPMG Peat Marwick 1987 - 1989
Davie Kaplan & Braverman 1985 - 1987
Education
Saint Bonaventure University 1981 — 1985
BBA, Accounting
VMA
Mike Iannetta's KPMG Peat Marwick Experience September 1993 - December 1996
Job SVP Segment Risk Officer Senior at Huntington National Bank
Industry Banking
Experience
Huntington National Bank March 2014 - Present
Huntington National Bank August 2010 - March 2014
Citizens Financial Group April 2010 - July 2010
Citizens Financial Group September 2006 - March 2010
Citizens Financial Group December 1996 - September 2006
KPMG Peat Marwick September 1993 - December 1996
Skills
Banking, Enterprise Risk..., Operational Risk..., SOX, Internal Audit, External Audit, Risk Mitigation, Risk Management Systems, Risk Assessment, Corporate Governance, Incident Management, Financial Control, Sarbanes-Oxley Act, Risk Management, Credit Risk, Financial Audits, Financial Risk, Financial Services, Internal Controls, CISA, Financial Analysis, AML, Operational Risk, Governance, Treasury Management, Fraud, Auditing, Cash Management, IT Audit, Basel II, Risk Analysis, Due Diligence, SAS70, Portfolio Management, Bank Secrecy Act, Retail Banking, COSO, Treasury, Loans, OFAC, Assurance, Business Continuity, Finance, Sarbanes-Oxley, Anti Money Laundering
Education
Providence College 1989 — 1993
Bachelor of Science, Accountancy
Huntington National Bank March 2014 - Present
Huntington National Bank August 2010 - March 2014
Citizens Financial Group April 2010 - July 2010
Citizens Financial Group September 2006 - March 2010
Citizens Financial Group December 1996 - September 2006
KPMG Peat Marwick September 1993 - December 1996
Skills
Banking, Enterprise Risk..., Operational Risk..., SOX, Internal Audit, External Audit, Risk Mitigation, Risk Management Systems, Risk Assessment, Corporate Governance, Incident Management, Financial Control, Sarbanes-Oxley Act, Risk Management, Credit Risk, Financial Audits, Financial Risk, Financial Services, Internal Controls, CISA, Financial Analysis, AML, Operational Risk, Governance, Treasury Management, Fraud, Auditing, Cash Management, IT Audit, Basel II, Risk Analysis, Due Diligence, SAS70, Portfolio Management, Bank Secrecy Act, Retail Banking, COSO, Treasury, Loans, OFAC, Assurance, Business Continuity, Finance, Sarbanes-Oxley, Anti Money Laundering
Education
Providence College 1989 — 1993
Bachelor of Science, Accountancy
Vince Grieco's KPMG Peat Marwick Experience 1979 - 2000
Job Applied Content Technologies, LLC
Industry Financial Services
Experience
Capstone Advisory Group, LLC 2007 - Present
Applied Content Technologies, LLC March 2003 - Present
BearingPoint Consulting 2000 - 2003
KPMG, LLP 1998 - 2003
BearingPoint 1978 - 2003
KPMG Consulting / Bearing Point 1978 - 2003
KPMG Peat Marwick 1979 - 2000
Skills
Management Consulting, 20+ years of helping..., Business Transformation, Business Process..., IT Strategy, Governance, Acquisition Integration, Program Management, Business Process..., Change Management, Integration, Strategic Planning, Enterprise Architecture, Outsourcing, Business Process, Executive Management, Risk Management, Business Intelligence, Mergers & Acquisitions, CRM, Strategy, Management, Financial Services, ERP, Business Strategy, Restructuring, Financial Modeling, PMO, Project Portfolio..., Portfolio Management, Consulting, Business Planning, Private Equity
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1978
MBA, Interfunctional Management, Physics
Hackensack High School
Capstone Advisory Group, LLC 2007 - Present
Applied Content Technologies, LLC March 2003 - Present
BearingPoint Consulting 2000 - 2003
KPMG, LLP 1998 - 2003
BearingPoint 1978 - 2003
KPMG Consulting / Bearing Point 1978 - 2003
KPMG Peat Marwick 1979 - 2000
Skills
Management Consulting, 20+ years of helping..., Business Transformation, Business Process..., IT Strategy, Governance, Acquisition Integration, Program Management, Business Process..., Change Management, Integration, Strategic Planning, Enterprise Architecture, Outsourcing, Business Process, Executive Management, Risk Management, Business Intelligence, Mergers & Acquisitions, CRM, Strategy, Management, Financial Services, ERP, Business Strategy, Restructuring, Financial Modeling, PMO, Project Portfolio..., Portfolio Management, Consulting, Business Planning, Private Equity
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1978
MBA, Interfunctional Management, Physics
Hackensack High School
Jare Allocco Allen, CPA's KPMG Peat Marwick Experience January 1994 - March 1997
Job Assistant Vice President for Finance/Controller at Loyola University Maryland
Industry Higher Education
Experience
Loyola University Maryland September 2013 - Present
Rochester Institute of Technology November 1997 - September 2013
Xerox Corporation April 1997 - October 1997
KPMG Peat Marwick January 1994 - March 1997
Eastman Kodak January 1982 - January 1994
Skills
Financial Reporting, Accounting, CPA, Finance, Budgets, Internal Controls, Cash Management, Financial Analysis, Payroll, Investments, Microsoft Excel, Financial Modeling, Collaborative Problem..., Efficiency, Auditing
Education
Rochester Institute of Technology
MBA, Finance
St. John Fisher College
BS, Accounting
Loyola University Maryland September 2013 - Present
Rochester Institute of Technology November 1997 - September 2013
Xerox Corporation April 1997 - October 1997
KPMG Peat Marwick January 1994 - March 1997
Eastman Kodak January 1982 - January 1994
Skills
Financial Reporting, Accounting, CPA, Finance, Budgets, Internal Controls, Cash Management, Financial Analysis, Payroll, Investments, Microsoft Excel, Financial Modeling, Collaborative Problem..., Efficiency, Auditing
Education
Rochester Institute of Technology
MBA, Finance
St. John Fisher College
BS, Accounting
Andrew Lacoff's KPMG Peat Marwick Experience December 1996 - October 1998
Job SUN Midframe Unix specialist
Industry Computer Networking
Experience
Fashion Institute of Technology 2008 - Present
Decisionone / SUN August 2006 - May 2008
TDWaterhouse 1999 - 2002
TD Waterhouse 1998 - 2002
KPMG Peat Marwick December 1996 - October 1998
Optimized Computer Solutions 1990 - 1993
Computerland of Forest Hills 1986 - 1990
Skills
Servers, Unix, Solaris, Software Installation, Data Center, System Deployment, Integration, VMware ESX, IT Strategy, Operating Systems, Sun
Education
City University of New York-Queens College 2004 — 2008
BA, MS, MSEd Education
Fashion Institute of Technology 2008 - Present
Decisionone / SUN August 2006 - May 2008
TDWaterhouse 1999 - 2002
TD Waterhouse 1998 - 2002
KPMG Peat Marwick December 1996 - October 1998
Optimized Computer Solutions 1990 - 1993
Computerland of Forest Hills 1986 - 1990
Skills
Servers, Unix, Solaris, Software Installation, Data Center, System Deployment, Integration, VMware ESX, IT Strategy, Operating Systems, Sun
Education
City University of New York-Queens College 2004 — 2008
BA, MS, MSEd Education
Michael T. Williams, CPA's KPMG Peat Marwick Experience 1989 - 1992
Job Chief Financial Officer at IEC Electronics Corp.
Industry Electrical/Electronic Manufacturing
Experience
IEC Electronics Corp. February 2014 - Present
JC Jones & Associates October 2013 - February 2014
Bausch + Lomb September 2012 - October 2013
Bausch & Lomb March 2008 - September 2012
Bausch + Lomb August 2006 - February 2008
Bausch + Lomb 2004 - 2006
Bausch + Lomb 2000 - 2002
Harris RF Communications 1992 - 1995
KPMG Peat Marwick 1989 - 1992
Skills
Healthcare, Finance, Process Improvement, Business Development, Medical Devices, Strategic Planning, Strategy, Budgets, Business Planning, Management, Leadership, Cross-functional Team..., Business Strategy, Sales Operations, Change Management, Organizational..., Compensation Planning, Sales Management, Forecasting, Accounting, Selling, Marketing, Internal Controls, Financial Analysis, Start-ups, Competitive Analysis, Managerial Finance, Executive Management, Sarbanes-Oxley, Acquisition Integration, Hyperion Enterprise, Sarbanes-Oxley Act, Mergers & Acquisitions, US GAAP, Financial Modeling, Revenue Recognition, Organizational..., Personnel Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA), Marketing
Saint Bonaventure University 1985 — 1989
BBA, Accounting & Computer Science
IEC Electronics Corp. February 2014 - Present
JC Jones & Associates October 2013 - February 2014
Bausch + Lomb September 2012 - October 2013
Bausch & Lomb March 2008 - September 2012
Bausch + Lomb August 2006 - February 2008
Bausch + Lomb 2004 - 2006
Bausch + Lomb 2000 - 2002
Harris RF Communications 1992 - 1995
KPMG Peat Marwick 1989 - 1992
Skills
Healthcare, Finance, Process Improvement, Business Development, Medical Devices, Strategic Planning, Strategy, Budgets, Business Planning, Management, Leadership, Cross-functional Team..., Business Strategy, Sales Operations, Change Management, Organizational..., Compensation Planning, Sales Management, Forecasting, Accounting, Selling, Marketing, Internal Controls, Financial Analysis, Start-ups, Competitive Analysis, Managerial Finance, Executive Management, Sarbanes-Oxley, Acquisition Integration, Hyperion Enterprise, Sarbanes-Oxley Act, Mergers & Acquisitions, US GAAP, Financial Modeling, Revenue Recognition, Organizational..., Personnel Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA), Marketing
Saint Bonaventure University 1985 — 1989
BBA, Accounting & Computer Science
Barbara Hopper, CPA, ABV, CFF, CGMA's KPMG Peat Marwick Experience 1992 - 1994
Job Partner at White Zuckerman Warsvsky Luna & Hunt, LLP
Industry Accounting
Experience
White Zuckerman Warsvsky Luna & Hunt, LLP February 2015 - Present
Squar Milner March 2014 - February 2015
White Zuckerman Warzavsky Luna Wolf & Hunt LLP April 2008 - February 2014
ZCH&H September 2005 - April 2008
PepsiCo/Quaker Oats September 1995 - September 2005
Price Waterhouse 1994 - 1995
KPMG Peat Marwick 1992 - 1994
Skills
Forensic Accounting, Financial Statements, Strategic Financial..., Budgets, Cash Flow Forecasting, Financial Audits, Financial Forecasting, US GAAP, GAAP, Business Valuation, Forensic Analysis, Litigation, Litigation Support, Financial Planning, Financial Planners, CPA, Accounting
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Accounting
White Zuckerman Warsvsky Luna & Hunt, LLP February 2015 - Present
Squar Milner March 2014 - February 2015
White Zuckerman Warzavsky Luna Wolf & Hunt LLP April 2008 - February 2014
ZCH&H September 2005 - April 2008
PepsiCo/Quaker Oats September 1995 - September 2005
Price Waterhouse 1994 - 1995
KPMG Peat Marwick 1992 - 1994
Skills
Forensic Accounting, Financial Statements, Strategic Financial..., Budgets, Cash Flow Forecasting, Financial Audits, Financial Forecasting, US GAAP, GAAP, Business Valuation, Forensic Analysis, Litigation, Litigation Support, Financial Planning, Financial Planners, CPA, Accounting
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Accounting
Tom Mertens's KPMG Peat Marwick Experience 1987 - 1990
Job CFO at Archdiocese of St. Paul & Minneapolis
Industry Consumer Services
Experience
Archdiocese of St. Paul & Minneapolis December 2012 - Present
AIR-serv Group, LLC April 2004 - December 2012
Frank Consulting 2000 - 2004
Pro Staff April 1998 - May 2000
Browning-Ferris Industries (BFI) October 1990 - April 1998
KPMG Peat Marwick 1987 - 1990
Skills
Mergers, SEC filings, Strategic Planning, Treasury, Business Process..., Process Improvement, Start-ups, Forecasting, Finance, Financial Reporting, Acquisitions, Internal Controls, Management, Mergers & Acquisitions, Budgets, Cash Flow, Team Building, Accounting
Education
St. John's University 1983 — 1987
Bachelor's degree, Accounting
Grinnell HIgh School
Archdiocese of St. Paul & Minneapolis December 2012 - Present
AIR-serv Group, LLC April 2004 - December 2012
Frank Consulting 2000 - 2004
Pro Staff April 1998 - May 2000
Browning-Ferris Industries (BFI) October 1990 - April 1998
KPMG Peat Marwick 1987 - 1990
Skills
Mergers, SEC filings, Strategic Planning, Treasury, Business Process..., Process Improvement, Start-ups, Forecasting, Finance, Financial Reporting, Acquisitions, Internal Controls, Management, Mergers & Acquisitions, Budgets, Cash Flow, Team Building, Accounting
Education
St. John's University 1983 — 1987
Bachelor's degree, Accounting
Grinnell HIgh School
Matt Ference's KPMG Peat Marwick Experience 1994 - 1995
Job Independent Insurance Agent
Industry Insurance
Experience
RW Troxell 2005 - Present
GM Snyder 1995 - 2005
KPMG Peat Marwick 1994 - 1995
Arthur Andersen 1992 - 1994
Skills
Insurance, Property & Casualty..., Health Insurance, General Insurance, Commercial Insurance, Underwriting, Legal Liability, Casualty, Risk Management, Account Management, Strategic Planning, Long-term Care, Life Insurance, Employee Benefits, New Business Development, Disability Insurance, Team Building, Customer Service, Workers Compensation, Brokers
Education
Saint Louis University School of Law 1989 — 1992
JD, Law School
Purdue University - Krannert School of Management 1984 — 1988
BS, Business
RW Troxell 2005 - Present
GM Snyder 1995 - 2005
KPMG Peat Marwick 1994 - 1995
Arthur Andersen 1992 - 1994
Skills
Insurance, Property & Casualty..., Health Insurance, General Insurance, Commercial Insurance, Underwriting, Legal Liability, Casualty, Risk Management, Account Management, Strategic Planning, Long-term Care, Life Insurance, Employee Benefits, New Business Development, Disability Insurance, Team Building, Customer Service, Workers Compensation, Brokers
Education
Saint Louis University School of Law 1989 — 1992
JD, Law School
Purdue University - Krannert School of Management 1984 — 1988
BS, Business
Harold Nussbaum's KPMG Peat Marwick Experience 1999 - 2001
Job Owner, Network Masters
Industry Information Technology and Services
Experience
Network Masters January 2006 - Present
KPMG Peat Marwick 1999 - 2001
Skills
Security, Network Security, Disaster Recovery, Windows Server
Education
Queens College
Communications
Network Masters January 2006 - Present
KPMG Peat Marwick 1999 - 2001
Skills
Security, Network Security, Disaster Recovery, Windows Server
Education
Queens College
Communications
Oliver Minguillon's KPMG Peat Marwick Experience June 2010 - June 2012
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US October 2015 - Present
KPMG US June 2012 - Present
KPMG Peat Marwick June 2010 - June 2012
True Partners Consulting October 2006 - June 2010
Skills
Financial Modeling, Tax, Strategic Planning, Forensic Accounting, Financial Analysis, Analysis, Transfer Pricing, Financial Reporting
Education
Rutgers University-New Brunswick 2008 — 2011
MBA, Finance
Rutgers University-New Brunswick 2000 — 2005
B.S., Economics
KPMG US October 2015 - Present
KPMG US June 2012 - Present
KPMG Peat Marwick June 2010 - June 2012
True Partners Consulting October 2006 - June 2010
Skills
Financial Modeling, Tax, Strategic Planning, Forensic Accounting, Financial Analysis, Analysis, Transfer Pricing, Financial Reporting
Education
Rutgers University-New Brunswick 2008 — 2011
MBA, Finance
Rutgers University-New Brunswick 2000 — 2005
B.S., Economics
Ken Hopkins's KPMG Peat Marwick Experience June 1989 - November 1991
Job Vice President of Finance & CFO at Norman Regional Health System
Industry Hospital & Health Care
Experience
Norman Regional Health System June 2009 - Present
Norman Regional Health System June 2008 - June 2009
Memorial Hermann Healthcare System August 1999 - July 2007
Scott and White Memorial Hospital July 1997 - July 1999
Oakwood Healthcare System May 1996 - August 1996
Western Atlas International, Inc. February 1992 - August 1995
E. M. Bossin & Co. November 1991 - February 1992
KPMG Peat Marwick June 1989 - November 1991
Skills
Healthcare Management, Healthcare, Hospitals, Microsoft Office, Research, EHR, Healthcare Consulting, Process Improvement, HIPAA, Accounting, Medicine, Strategic Planning, Revenue Cycle, EMR
Education
University of Michigan 1995 — 1997
Masters, Health Services Administation
Sam Houston State University 1984 — 1989
Bachelors, Business Administration (Accounting major)
Norman Regional Health System June 2009 - Present
Norman Regional Health System June 2008 - June 2009
Memorial Hermann Healthcare System August 1999 - July 2007
Scott and White Memorial Hospital July 1997 - July 1999
Oakwood Healthcare System May 1996 - August 1996
Western Atlas International, Inc. February 1992 - August 1995
E. M. Bossin & Co. November 1991 - February 1992
KPMG Peat Marwick June 1989 - November 1991
Skills
Healthcare Management, Healthcare, Hospitals, Microsoft Office, Research, EHR, Healthcare Consulting, Process Improvement, HIPAA, Accounting, Medicine, Strategic Planning, Revenue Cycle, EMR
Education
University of Michigan 1995 — 1997
Masters, Health Services Administation
Sam Houston State University 1984 — 1989
Bachelors, Business Administration (Accounting major)
Faith Wang's KPMG Peat Marwick Experience 1996 - 1998
Job Internal Control Officer at GE Capital Retail Bank
Industry Insurance
Experience
GE Capital Retail Bank December 2013 - Present
MetLife May 2011 - Present
MetLife 2005 - April 2011
Mellon Investor Services 2000 - 2004
Salomon Smith Barney 1998 - 1999
KPMG Peat Marwick 1996 - 1998
AT&T 1990 - 1996
Skills
Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Financial Reporting, Financial Analysis, Budget Forecasts, Auditing, Project Management, US GAAP, Sarbanes-Oxley, Finance, Analysis, Accounting, General Ledger, Financial Modeling, Internal Audit, Risk Management, Account Reconciliation, Managerial Finance, Forecasting, Hyperion Enterprise, Insurance, Financial Statements, Financial Accounting, Process Improvement, PeopleSoft, Business Process..., Corporate Finance, Essbase, Mergers & Acquisitions, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BA, Accounting
GE Capital Retail Bank December 2013 - Present
MetLife May 2011 - Present
MetLife 2005 - April 2011
Mellon Investor Services 2000 - 2004
Salomon Smith Barney 1998 - 1999
KPMG Peat Marwick 1996 - 1998
AT&T 1990 - 1996
Skills
Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Financial Reporting, Financial Analysis, Budget Forecasts, Auditing, Project Management, US GAAP, Sarbanes-Oxley, Finance, Analysis, Accounting, General Ledger, Financial Modeling, Internal Audit, Risk Management, Account Reconciliation, Managerial Finance, Forecasting, Hyperion Enterprise, Insurance, Financial Statements, Financial Accounting, Process Improvement, PeopleSoft, Business Process..., Corporate Finance, Essbase, Mergers & Acquisitions, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BA, Accounting
Tim Gustavson's KPMG Peat Marwick Experience 1990 - 2006
Job Senior Vice President, Chief Accounting Officer and Controller at Realogy Holdings Corp.
Industry Real Estate
Experience
Realogy Holdings Corp. March 2015 - Present
Realogy May 2006 - March 2015
KPMG Audit January 1991 - May 2006
KPMG Peat Marwick 1990 - 2006
Skills
Finance, Mergers & Acquisitions, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, US GAAP, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1990
Bachelor's degree, Accounting
Realogy Holdings Corp. March 2015 - Present
Realogy May 2006 - March 2015
KPMG Audit January 1991 - May 2006
KPMG Peat Marwick 1990 - 2006
Skills
Finance, Mergers & Acquisitions, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, US GAAP, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1990
Bachelor's degree, Accounting
Douglas E. Noble's KPMG Peat Marwick Experience September 1993 - 1995
Job Senior Director, Management and Operations at Institute of Transportation Engineers
Industry Civil Engineering
Experience
Institute of Transportation Engineers January 2007 - Present
District Department of Transportation January 2004 - January 2007
Parsons September 1995 - January 2004
KPMG Peat Marwick September 1993 - 1995
LADOT 1988 - 1991
Skills
Traffic Engineering, Transportation..., Traffic..., Planned Special Events, Street/Rail Design and..., Traffic Signal Program..., Project Development, Contract/Financial..., Organizational..., Travel Forecasting, Urban Street Planning..., Railroad Grade Crossing..., Operations Analysis of..., Traffic Safety, Performance..., Road Safety, Transportation, Road Traffic, Leadership, Parking, Traffic Management, Transportation Planning, Urban, Rail, Drainage, Project Management, Highways, Traffic Signal Design, Pedestrian Planning, Transportation..., Road, Synchro, Public Transport, Transit-oriented..., Traffic Simulation, Project Planning, Program Management, Civil Engineering, VISSIM, Highway Design
Education
The University of Texas at Austin 1991 — 1993
MSE, Transportation Systems
Purdue University 1983 — 1988
BSCE, Transportation and Urban Engineering
Lake Forest High School 1978 — 1982
Institute of Transportation Engineers January 2007 - Present
District Department of Transportation January 2004 - January 2007
Parsons September 1995 - January 2004
KPMG Peat Marwick September 1993 - 1995
LADOT 1988 - 1991
Skills
Traffic Engineering, Transportation..., Traffic..., Planned Special Events, Street/Rail Design and..., Traffic Signal Program..., Project Development, Contract/Financial..., Organizational..., Travel Forecasting, Urban Street Planning..., Railroad Grade Crossing..., Operations Analysis of..., Traffic Safety, Performance..., Road Safety, Transportation, Road Traffic, Leadership, Parking, Traffic Management, Transportation Planning, Urban, Rail, Drainage, Project Management, Highways, Traffic Signal Design, Pedestrian Planning, Transportation..., Road, Synchro, Public Transport, Transit-oriented..., Traffic Simulation, Project Planning, Program Management, Civil Engineering, VISSIM, Highway Design
Education
The University of Texas at Austin 1991 — 1993
MSE, Transportation Systems
Purdue University 1983 — 1988
BSCE, Transportation and Urban Engineering
Lake Forest High School 1978 — 1982
Richard Drew's KPMG Peat Marwick Experience October 1993 - November 1994
Job Director at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson April 2015 - Present
BlackRock January 2010 - April 2015
Morgan Stanley July 2008 - January 2010
Bear Stearns 2002 - July 2008
Deutsche Bank August 1998 - March 2002
Wyeth 1995 - 1998
KPMG Peat Marwick October 1993 - November 1994
Skills
Vendor Management, Business Development, Strategic Sourcing, Networking, Business Analysis, Risk Management, Program Management, Process Improvement, Financial Services, Outsourcing, Management, Change Management, Strategy, SDLC, Team Building, Enterprise Software, Negotiation, Mergers & Acquisitions, Professional Services, Business Process..., Strategic Planning, IT Strategy, Governance, Business Intelligence, Project Management, Sourcing, Management Consulting, CRM, Strategic Partnerships, Contract Negotiation, Cross-functional Team..., Business Strategy, Contract Management, Integration, Enterprise Architecture, Portfolio Management, Procurement, Executive Management, Project Portfolio..., Analysis, Business Transformation, PMO, Operations Management
Education
University at Buffalo 1991 — 1993
Comparative Literature Graduate Program
Saint Bonaventure University 1986 — 1990
BA, English / Economics
Johnson & Johnson April 2015 - Present
BlackRock January 2010 - April 2015
Morgan Stanley July 2008 - January 2010
Bear Stearns 2002 - July 2008
Deutsche Bank August 1998 - March 2002
Wyeth 1995 - 1998
KPMG Peat Marwick October 1993 - November 1994
Skills
Vendor Management, Business Development, Strategic Sourcing, Networking, Business Analysis, Risk Management, Program Management, Process Improvement, Financial Services, Outsourcing, Management, Change Management, Strategy, SDLC, Team Building, Enterprise Software, Negotiation, Mergers & Acquisitions, Professional Services, Business Process..., Strategic Planning, IT Strategy, Governance, Business Intelligence, Project Management, Sourcing, Management Consulting, CRM, Strategic Partnerships, Contract Negotiation, Cross-functional Team..., Business Strategy, Contract Management, Integration, Enterprise Architecture, Portfolio Management, Procurement, Executive Management, Project Portfolio..., Analysis, Business Transformation, PMO, Operations Management
Education
University at Buffalo 1991 — 1993
Comparative Literature Graduate Program
Saint Bonaventure University 1986 — 1990
BA, English / Economics
Don Polchinski's KPMG Peat Marwick Experience 1991 - 1992
Job Tax Director at McGladrey & Pullen
Industry Accounting
Experience
RSM McGladrey, Inc. PartnerMcGladrey & Pullen2001 - Present
RSM McGladrey / McGladrey & Pullen, LLP 2001 - Present
McGladrey 2001 - Present
KPMG Peat Marwick 1991 - 1992
Education
Quinnipiac University School of Law 1982 — 1985
RSM McGladrey, Inc. PartnerMcGladrey & Pullen2001 - Present
RSM McGladrey / McGladrey & Pullen, LLP 2001 - Present
McGladrey 2001 - Present
KPMG Peat Marwick 1991 - 1992
Education
Quinnipiac University School of Law 1982 — 1985
Toni Lee's KPMG Peat Marwick Experience September 1993 - October 1996
Job Owner, Financial Planner at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates, P.L.L.C. October 1996 - Present
KPMG Peat Marwick September 1993 - October 1996
Skills
Estate Planning, Strategic Financial..., Pensions, Retirement Planning, Tax Preparation, Financial Planners, Corporate Tax, Financial Statements, Investments, Financial Planning, Financial Analysis, Tax Returns, Tax, Small Business, Financial Reporting, Wealth Management, Income Tax, Tax Accounting, US Tax, Investment Advisory, Accounting, Cash Flow, Due Diligence, Asset Allocation, Trusts, Retirement, CPA, Tax Research, Investment Management, Partnership Taxation, Finance
Education
Rockhurst University 1993 — 1996
BA, Accounting
Rockhurst University 1989 — 1991
BSBA, Management & Marketing
Cain Watters & Associates, P.L.L.C. October 1996 - Present
KPMG Peat Marwick September 1993 - October 1996
Skills
Estate Planning, Strategic Financial..., Pensions, Retirement Planning, Tax Preparation, Financial Planners, Corporate Tax, Financial Statements, Investments, Financial Planning, Financial Analysis, Tax Returns, Tax, Small Business, Financial Reporting, Wealth Management, Income Tax, Tax Accounting, US Tax, Investment Advisory, Accounting, Cash Flow, Due Diligence, Asset Allocation, Trusts, Retirement, CPA, Tax Research, Investment Management, Partnership Taxation, Finance
Education
Rockhurst University 1993 — 1996
BA, Accounting
Rockhurst University 1989 — 1991
BSBA, Management & Marketing
Cindy Calio's KPMG Peat Marwick Experience September 1986 - April 1988
Job Financial Operations Manager/Auditor
Industry Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase January 2012 - January 2015
Access Group April 2009 - December 2011
Bank of America January 2006 - May 2008
MBNA America April 1988 - December 2005
KPMG Peat Marwick September 1986 - April 1988
Leonard S. Dwares & Co. CPA's June 1984 - September 1986
Skills
Financial Management, Business Process..., Customer Satisfaction, Risk Management, Banking, Vendor Management, Financial Services, Credit Cards, Business Analysis, Process Improvement, Management, Internal Audit, Portfolio Management, Account Reconciliation, Accounting, Managerial Finance
Education
Saint Joseph's University 1980 — 1984
BS, Accounting
Villanova University 2011 — 2011
Six Sigma Green Belt Certificate, Financial Services
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase January 2012 - January 2015
Access Group April 2009 - December 2011
Bank of America January 2006 - May 2008
MBNA America April 1988 - December 2005
KPMG Peat Marwick September 1986 - April 1988
Leonard S. Dwares & Co. CPA's June 1984 - September 1986
Skills
Financial Management, Business Process..., Customer Satisfaction, Risk Management, Banking, Vendor Management, Financial Services, Credit Cards, Business Analysis, Process Improvement, Management, Internal Audit, Portfolio Management, Account Reconciliation, Accounting, Managerial Finance
Education
Saint Joseph's University 1980 — 1984
BS, Accounting
Villanova University 2011 — 2011
Six Sigma Green Belt Certificate, Financial Services
Howard Tucker's KPMG Peat Marwick Experience 1975 - 1980
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America January 2000 - Present
BDO Seidman 1998 - 1999
Finova Capital 1995 - 1997
Lehman Brothers 1994 - 1994
Creditek Corporation 1991 - 1994
Wells Fargo Century 1987 - 1991
CIT 1984 - 1987
Times Mirror Broadcasting 1981 - 1984
KPMG Peat Marwick 1975 - 1980
Skills
Commercial Banking, Middle Market, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Finance, Factoring, Small Business Lending, Lines Of Credit, Portfolio Management, Credit Risk, Capital Markets, Structured Finance, Cash Management, Cash Flow Lending, Treasury Management, Financial Structuring, Asset Managment, Wealth Management, Credit, Financial Services, Financial Risk, Mergers & Acquisitions, Banking, Due Diligence, Loan Origination, Tax Preparation, Income Tax, Tax, Auditing, Internal Audit, German, Underwriting, Corporate Finance, Commercial Mortgages, Syndications, Funding, Trade Finance, Leveraged Finance, Investment Banking, Commercial Finance, Private Equity, Asset Management, Securitization, Valuation, Risk Management, Financial Modeling, Structured Products, Fixed Income
Education
Rutgers Graduate School of Management 1974 — 1975
Master of Business Administration (M.B.A.), Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1974
Bachelor of Arts (B.A.), Mathematics
Clifton High School
Bank of America January 2000 - Present
BDO Seidman 1998 - 1999
Finova Capital 1995 - 1997
Lehman Brothers 1994 - 1994
Creditek Corporation 1991 - 1994
Wells Fargo Century 1987 - 1991
CIT 1984 - 1987
Times Mirror Broadcasting 1981 - 1984
KPMG Peat Marwick 1975 - 1980
Skills
Commercial Banking, Middle Market, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Finance, Factoring, Small Business Lending, Lines Of Credit, Portfolio Management, Credit Risk, Capital Markets, Structured Finance, Cash Management, Cash Flow Lending, Treasury Management, Financial Structuring, Asset Managment, Wealth Management, Credit, Financial Services, Financial Risk, Mergers & Acquisitions, Banking, Due Diligence, Loan Origination, Tax Preparation, Income Tax, Tax, Auditing, Internal Audit, German, Underwriting, Corporate Finance, Commercial Mortgages, Syndications, Funding, Trade Finance, Leveraged Finance, Investment Banking, Commercial Finance, Private Equity, Asset Management, Securitization, Valuation, Risk Management, Financial Modeling, Structured Products, Fixed Income
Education
Rutgers Graduate School of Management 1974 — 1975
Master of Business Administration (M.B.A.), Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1974
Bachelor of Arts (B.A.), Mathematics
Clifton High School
Shyanne Meekins's KPMG Peat Marwick Experience January 1999 - July 2000
Job Chief Financial Officer at Northland Christian School
Industry Education Management
Experience
Northland Christian School March 2008 - Present
Kolkhorst & Kolkhorst CPAs October 2006 - March 2008
Hines Interests LP 2000 - 2005
KPMG Peat Marwick January 1999 - July 2000
Skills
Financial Analysis, Contract Management, Budget, Cash Flow Forecasting, Financial Statement..., Financial Reporting, Timberline, Quickbooks NonProfit, Non-profit..., MRI Software, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Google Docs, Organizational Behavior, Personnel Management, Human Resources, Strategic Planning, Construction Accounting, Financial Statement..., Lease Administration, Contract Negotiation, 401k Administration, Property Owners..., Benefits Administration, Workers Compensation..., Unemployment Claims, Accounting, Internal Controls, Due Diligence, GAAP, Consolidated Financial..., Commercial Real Estate, Budgets, General Ledger, Cash Flow, Finance, Process Improvement, SEC filings, Account Reconciliation, Cost Accounting, US GAAP, Fixed Assets, Revenue Recognition, Managerial Finance, Workers' Compensation..., PowerPoint, QuickBooks, Financial Statements, Auditing
Education
Sam Houston State University 2001 — 2003
MBA, Management
Sam Houston State University 1994 — 1998
BBA, Accounting; Spanish minor
Northland Christian School March 2008 - Present
Kolkhorst & Kolkhorst CPAs October 2006 - March 2008
Hines Interests LP 2000 - 2005
KPMG Peat Marwick January 1999 - July 2000
Skills
Financial Analysis, Contract Management, Budget, Cash Flow Forecasting, Financial Statement..., Financial Reporting, Timberline, Quickbooks NonProfit, Non-profit..., MRI Software, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Google Docs, Organizational Behavior, Personnel Management, Human Resources, Strategic Planning, Construction Accounting, Financial Statement..., Lease Administration, Contract Negotiation, 401k Administration, Property Owners..., Benefits Administration, Workers Compensation..., Unemployment Claims, Accounting, Internal Controls, Due Diligence, GAAP, Consolidated Financial..., Commercial Real Estate, Budgets, General Ledger, Cash Flow, Finance, Process Improvement, SEC filings, Account Reconciliation, Cost Accounting, US GAAP, Fixed Assets, Revenue Recognition, Managerial Finance, Workers' Compensation..., PowerPoint, QuickBooks, Financial Statements, Auditing
Education
Sam Houston State University 2001 — 2003
MBA, Management
Sam Houston State University 1994 — 1998
BBA, Accounting; Spanish minor
Veronica Wade's KPMG Peat Marwick Experience 2009 - Present
Job Manager at KPMG Peat Marwick
Industry Information Technology and Services
Experience
KPMG Peat Marwick 2009 - Present
Teva Pharmaceuticals November 2007 - September 2009
Wyeth November 2001 - November 2007
Skills
Project Management, Health Care Reform, Federal Grants..., Property & Casualty..., Quality Assurance
Education
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2010
Masters, Accounting
Rutgers University-New Brunswick 1989 — 1993
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
KPMG Peat Marwick 2009 - Present
Teva Pharmaceuticals November 2007 - September 2009
Wyeth November 2001 - November 2007
Skills
Project Management, Health Care Reform, Federal Grants..., Property & Casualty..., Quality Assurance
Education
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2010
Masters, Accounting
Rutgers University-New Brunswick 1989 — 1993
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Don Dura's KPMG Peat Marwick Experience June 2007 - Present
Job Tax Advisory Consultant at KPMG Peat Marwick
Industry Management Consulting
Experience
KPMG Peat Marwick June 2007 - Present
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Strategic Business Management
KPMG Peat Marwick June 2007 - Present
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Strategic Business Management
Lynn Perez's KPMG Peat Marwick Experience 1995 - 1998
Job Royalty Manager/Consultant at Facts On File, Inc.
Industry Publishing
Experience
INFOBASE LEARNING March 1998 - Present
KPMG Peat Marwick 1995 - 1998
US Securities and Exchange Commission 1994 - 1995
Skills
Publishing, Ebooks, Adobe Acrobat, Books
Education
Queens College
BA, Accounting
INFOBASE LEARNING March 1998 - Present
KPMG Peat Marwick 1995 - 1998
US Securities and Exchange Commission 1994 - 1995
Skills
Publishing, Ebooks, Adobe Acrobat, Books
Education
Queens College
BA, Accounting
Brenda Bayer's KPMG Peat Marwick Experience 1984 - 1990
Job Deputy CFO at GDF SUEZ Energy North America
Industry Oil & Energy
Experience
GDF SUEZ Energy North America August 2010 - Present
GDFSUEZ Energy North America, Inc. June 2006 - August 2010
Reliant Energy 1997 - 2006
Tenneco Energy 1990 - 1997
KPMG Peat Marwick 1984 - 1990
Skills
Energy Markets, Energy, Commodity Markets, Project Planning, Natural Gas, Mergers & Acquisitions, Commodity, Renewable Energy, Due Diligence, Leadership, Hedging, Gas, Risk Management, Project Finance, Energy Industry, Electricity Markets, Trading, Financial Modeling, Power Generation, Power Plants, Petroleum, Valuation, Market Risk, Power Trading, Corporate Finance, Derivatives, Downstream Oil & Gas, Joint Ventures
Education
Sam Houston State University 1980 — 1984
GDF SUEZ Energy North America August 2010 - Present
GDFSUEZ Energy North America, Inc. June 2006 - August 2010
Reliant Energy 1997 - 2006
Tenneco Energy 1990 - 1997
KPMG Peat Marwick 1984 - 1990
Skills
Energy Markets, Energy, Commodity Markets, Project Planning, Natural Gas, Mergers & Acquisitions, Commodity, Renewable Energy, Due Diligence, Leadership, Hedging, Gas, Risk Management, Project Finance, Energy Industry, Electricity Markets, Trading, Financial Modeling, Power Generation, Power Plants, Petroleum, Valuation, Market Risk, Power Trading, Corporate Finance, Derivatives, Downstream Oil & Gas, Joint Ventures
Education
Sam Houston State University 1980 — 1984
Tammy Gagliardo's KPMG Peat Marwick Experience August 1993 - March 1998
Job Senior Finance Manager at Honeywell
Industry Accounting
Experience
Honeywell Safety Products January 2012 - Present
Tripack June 2011 - October 2011
Grear and Company, CPA December 2008 - June 2011
Georgia Pacific July 2006 - June 2008
Georgia Pacific January 2004 - July 2006
Georgia Pacific November 2001 - January 2004
Ernst & Young LLP September 2001 - November 2001
Xerox July 2001 - August 2001
Xelus March 1998 - June 2001
KPMG Peat Marwick August 1993 - March 1998
Skills
Lean Manufacturing, Six Sigma, Strategic Planning, Business Planning, Corporate Finance, Internal Audit
Education
Saint Bonaventure University 1989 — 1993
BS, Accounting
Honeywell Safety Products January 2012 - Present
Tripack June 2011 - October 2011
Grear and Company, CPA December 2008 - June 2011
Georgia Pacific July 2006 - June 2008
Georgia Pacific January 2004 - July 2006
Georgia Pacific November 2001 - January 2004
Ernst & Young LLP September 2001 - November 2001
Xerox July 2001 - August 2001
Xelus March 1998 - June 2001
KPMG Peat Marwick August 1993 - March 1998
Skills
Lean Manufacturing, Six Sigma, Strategic Planning, Business Planning, Corporate Finance, Internal Audit
Education
Saint Bonaventure University 1989 — 1993
BS, Accounting
Teri Hammer-Rosenski's KPMG Peat Marwick Experience October 1992 - August 1994
Job Associate Director, Human Resources at Novartis Pharmaceuticals Corporation
Industry Human Resources
Experience
Novartis Pharmaceuticals Corporation January 2013 - Present
Dendreon September 2010 - January 2013
Merck & Co. 2008 - September 2010
LG Electronics 2008 - 2008
AT&T June 1998 - December 2003
MCI August 1992 - June 1998
KPMG Peat Marwick October 1992 - August 1994
Skills
Employee Relations, Talent Management, Performance Management, Succession Planning, Organizational..., Talent Acquisition, Personnel Management, Human Resources, Recruiting, Change Management, Employee Engagement, HRIS, Leadership, Mergers, Organizational...
Education
Rutgers Business School 2014 — 2016
Master of Business Administration (MBA)
The College of New Jersey
BA, Communications, Economics and Writing
Novartis Pharmaceuticals Corporation January 2013 - Present
Dendreon September 2010 - January 2013
Merck & Co. 2008 - September 2010
LG Electronics 2008 - 2008
AT&T June 1998 - December 2003
MCI August 1992 - June 1998
KPMG Peat Marwick October 1992 - August 1994
Skills
Employee Relations, Talent Management, Performance Management, Succession Planning, Organizational..., Talent Acquisition, Personnel Management, Human Resources, Recruiting, Change Management, Employee Engagement, HRIS, Leadership, Mergers, Organizational...
Education
Rutgers Business School 2014 — 2016
Master of Business Administration (MBA)
The College of New Jersey
BA, Communications, Economics and Writing
Michael Bade CPA's KPMG Peat Marwick Experience October 1987 - October 1989
Job Head of Wealth Product Control Barclays
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers October 1993 - September 2008
Chemical Banking Corporation (JP Morgan Chase) October 1989 - October 1993
KPMG Peat Marwick October 1987 - October 1989
Skills
Fixed Income, Derivatives, Bonds, Internal Controls, Finance, Equities, Trading, Capital Markets, Credit, Investment Banking, Analysis, Equity Derivatives, Bloomberg, Market Risk, Structured Products, Corporate Finance, Project Management, Trading Systems, Rates, Emerging Markets, Accounting, Hedge Funds, Credit Derivatives, Risk Management, Interest Rate..., Product Control, Budgets, Options, CRM, Financial Modeling, Treasury, Leveraged Finance, CMBS
Education
Rutgers University-New Brunswick 1983 — 1987
B.S., Accounting/Computer Science
Barclays Capital 2008 - Present
Lehman Brothers October 1993 - September 2008
Chemical Banking Corporation (JP Morgan Chase) October 1989 - October 1993
KPMG Peat Marwick October 1987 - October 1989
Skills
Fixed Income, Derivatives, Bonds, Internal Controls, Finance, Equities, Trading, Capital Markets, Credit, Investment Banking, Analysis, Equity Derivatives, Bloomberg, Market Risk, Structured Products, Corporate Finance, Project Management, Trading Systems, Rates, Emerging Markets, Accounting, Hedge Funds, Credit Derivatives, Risk Management, Interest Rate..., Product Control, Budgets, Options, CRM, Financial Modeling, Treasury, Leveraged Finance, CMBS
Education
Rutgers University-New Brunswick 1983 — 1987
B.S., Accounting/Computer Science
Darlene Kopec-O'Kean's KPMG Peat Marwick Experience 1992 - 1994
Job Senior Director International Treasury at Polo Ralph Lauren
Industry Apparel & Fashion
Experience
Polo Ralph Lauren December 2010 - Present
Polo Ralph Lauren June 2007 - November 2010
AT&T 2000 - 2006
Scholastic 1994 - 1996
KPMG Peat Marwick 1992 - 1994
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Accounting, Treasury Management, Cash Management, Treasury
Education
Ramapo College of New Jersey
Polo Ralph Lauren December 2010 - Present
Polo Ralph Lauren June 2007 - November 2010
AT&T 2000 - 2006
Scholastic 1994 - 1996
KPMG Peat Marwick 1992 - 1994
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Accounting, Treasury Management, Cash Management, Treasury
Education
Ramapo College of New Jersey
Joseph Pesticci's KPMG Peat Marwick Experience 1990 - 1993
Job VP CFO / CSO at William B. Meyer, Inc.
Industry Transportation/Trucking/Railroad
Experience
William B. Meyer, Inc. March 2001 - Present
Styling Technology, Inc. 1998 - 2001
ProFinish, USA Ltd. 1993 - 1998
KPMG Peat Marwick 1990 - 1993
Skills
Transportation, Contract Negotiation, Management, Process Improvement, Strategic Planning, Project Management, Business Development, CRM, Marketing Strategy, Product Marketing, Strategic Partnerships, Competitive Analysis, Marketing, Sales, Product Management, Team Building
Education
Quinnipiac University - School of Business 1992 — 1993
MBA, Finance
Quinnipiac University 1986 — 1990
BS, Accounting
Worcester Polytechnic Institute 1984 — 1986
Biomedical Engineering
William B. Meyer, Inc. March 2001 - Present
Styling Technology, Inc. 1998 - 2001
ProFinish, USA Ltd. 1993 - 1998
KPMG Peat Marwick 1990 - 1993
Skills
Transportation, Contract Negotiation, Management, Process Improvement, Strategic Planning, Project Management, Business Development, CRM, Marketing Strategy, Product Marketing, Strategic Partnerships, Competitive Analysis, Marketing, Sales, Product Management, Team Building
Education
Quinnipiac University - School of Business 1992 — 1993
MBA, Finance
Quinnipiac University 1986 — 1990
BS, Accounting
Worcester Polytechnic Institute 1984 — 1986
Biomedical Engineering
Brian Murphy, MBA's KPMG Peat Marwick Experience June 1988 - February 1989
Job Finance/Accounting Professional
Industry Computer Games
Experience
V3 Corporation June 2009 - August 2009
Take-Two Interactive Software Inc., (2K Games) May 2004 - November 2008
Blue Shield June 1992 - February 2004
Bay Pac Beverages, Inc June 1989 - March 1992
KPMG Peat Marwick June 1988 - February 1989
Brown & Cold January 1988 - April 1988
Masstock Saudia,Ltd., Saudi Arabia October 1983 - August 1987
Education
Saint Mary's College of California 1988 — 1990
MBA, Finance
University College Dublin 1972 — 1976
B. Commerce, General Business
V3 Corporation June 2009 - August 2009
Take-Two Interactive Software Inc., (2K Games) May 2004 - November 2008
Blue Shield June 1992 - February 2004
Bay Pac Beverages, Inc June 1989 - March 1992
KPMG Peat Marwick June 1988 - February 1989
Brown & Cold January 1988 - April 1988
Masstock Saudia,Ltd., Saudi Arabia October 1983 - August 1987
Education
Saint Mary's College of California 1988 — 1990
MBA, Finance
University College Dublin 1972 — 1976
B. Commerce, General Business
Cynthia Norwood's KPMG Peat Marwick Experience July 1994 - June 1997
Job Defined Contributions Operations Manager at Xerox HR Services
Industry Financial Services
Experience
Xerox June 2005 - Present
Mellon Financial, HR Solutions June 1997 - May 2005
KPMG Peat Marwick July 1994 - June 1997
Skills
Vendor Management, Outsourcing, Process Improvement, Business Analysis, Employee Benefits, 401k, Financial Services, Business Process..., SDLC, Pensions, Project Management, Change Management, Risk Management, Benefits Administration, Program Management, Budgets, Management, Leadership
Education
Saint Anselm College
BA, Business and Economics
Xerox June 2005 - Present
Mellon Financial, HR Solutions June 1997 - May 2005
KPMG Peat Marwick July 1994 - June 1997
Skills
Vendor Management, Outsourcing, Process Improvement, Business Analysis, Employee Benefits, 401k, Financial Services, Business Process..., SDLC, Pensions, Project Management, Change Management, Risk Management, Benefits Administration, Program Management, Budgets, Management, Leadership
Education
Saint Anselm College
BA, Business and Economics
Dan Reardon's KPMG Peat Marwick Experience 1986 - 1993
Job SVP/COO at Elwyn
Industry Hospital & Health Care
Experience
Elwyn October 1993 - Present
KPMG July 1986 - July 1993
KPMG Peat Marwick 1986 - 1993
Skills
Microsoft Word, Managerial Finance, Financial Analysis, Public Speaking, Fundraising, Leadership, General Ledger, Financial Reporting, Microsoft Excel, Healthcare, Cash Management, Auditing, Non-profits, GAAP, Nonprofits
Education
Saint Joseph's University 2004 — 2005
MBA
Villanova University 1982 — 1986
BS, Accounting
Elwyn October 1993 - Present
KPMG July 1986 - July 1993
KPMG Peat Marwick 1986 - 1993
Skills
Microsoft Word, Managerial Finance, Financial Analysis, Public Speaking, Fundraising, Leadership, General Ledger, Financial Reporting, Microsoft Excel, Healthcare, Cash Management, Auditing, Non-profits, GAAP, Nonprofits
Education
Saint Joseph's University 2004 — 2005
MBA
Villanova University 1982 — 1986
BS, Accounting
Marianne Clements, CPA, MBA's KPMG Peat Marwick Experience 1991 - 1994
Job VP Finance at AIG
Industry Insurance
Experience
AIG 2007 - Present
Bristol-Myers Squibb 1994 - 2007
KPMG Peat Marwick 1991 - 1994
Skills
Hyperion Enterprise, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Insurance, Financial Analysis, Financial Modeling, Strategic Financial..., Strategic Planning, Change Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Rutgers University-New Brunswick 1989 — 1991
Bachelors, Accounting/Finance
AIG 2007 - Present
Bristol-Myers Squibb 1994 - 2007
KPMG Peat Marwick 1991 - 1994
Skills
Hyperion Enterprise, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Insurance, Financial Analysis, Financial Modeling, Strategic Financial..., Strategic Planning, Change Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Rutgers University-New Brunswick 1989 — 1991
Bachelors, Accounting/Finance
R. Shannon Osteen's KPMG Peat Marwick Experience 1988 - 1992
Job Consultant
Industry Hospital & Health Care
Experience
Victory Healthcare January 2011 - March 2015
R Shannon Osteen, Consulting March 2005 - January 2011
Triumph Healthcare January 2003 - March 2005
Triumph Healthcare January 2001 - December 2002
Triumph Healthcare July 1999 - December 2000
Baptist / St. Vincent's Health System 1997 - 1999
Transitional Hospital of Tampa 1996 - 1997
Columbia/HCA 1994 - 1996
ABC Home Health 1992 - 1994
KPMG Peat Marwick 1988 - 1992
Skills
Management, Leadership, Finance, Healthcare, Process Improvement, Strategic Planning, Mergers
Education
Stetson University 1986 — 1988
BBA, Accounting
Samford University 1983 — 1986
Accounting
Victory Healthcare January 2011 - March 2015
R Shannon Osteen, Consulting March 2005 - January 2011
Triumph Healthcare January 2003 - March 2005
Triumph Healthcare January 2001 - December 2002
Triumph Healthcare July 1999 - December 2000
Baptist / St. Vincent's Health System 1997 - 1999
Transitional Hospital of Tampa 1996 - 1997
Columbia/HCA 1994 - 1996
ABC Home Health 1992 - 1994
KPMG Peat Marwick 1988 - 1992
Skills
Management, Leadership, Finance, Healthcare, Process Improvement, Strategic Planning, Mergers
Education
Stetson University 1986 — 1988
BBA, Accounting
Samford University 1983 — 1986
Accounting
Bobbie Rosenberg's KPMG Peat Marwick Experience 1985 - 1990
Job C.P.A. at Buller, Wuite, Olsson & Rosenberg P.C.
Industry Accounting
Experience
Buller, Wuite, Olsson & Rosenberg, P.C. January 2001 - Present
KPMG Peat Marwick 1985 - 1990
Skills
Tax, Income Tax, Corporate Tax, Accounting, Tax Preparation, Financial Reporting, Partnership Taxation, Tax Returns, CPA, Tax Accounting, Tax Research, S Corporations, Internal Controls, QuickBooks, Financial Analysis
Education
University of Oregon 1981 — 1982
B.S., Finance
San Diego State University-California State University
M.S., Taxation
Buller, Wuite, Olsson & Rosenberg, P.C. January 2001 - Present
KPMG Peat Marwick 1985 - 1990
Skills
Tax, Income Tax, Corporate Tax, Accounting, Tax Preparation, Financial Reporting, Partnership Taxation, Tax Returns, CPA, Tax Accounting, Tax Research, S Corporations, Internal Controls, QuickBooks, Financial Analysis
Education
University of Oregon 1981 — 1982
B.S., Finance
San Diego State University-California State University
M.S., Taxation
Mark Lasswell's KPMG Peat Marwick Experience 1985 - 1988
Job SVP / CCO at Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC January 2014 - Present
Wells Fargo 2009 - January 2014
Wells Fargo Securities, LLC 2000 - 2009
Wells Fargo Brokerage Services, LLC 2000 - 2000
The Prudential Insurance Company of America 1998 - 2000
Norwest Investment Services, Inc. 1993 - 1998
Norwest Investment Services, Inc. 1990 - 1993
Norwest Bank 1988 - 1990
KPMG Peat Marwick 1985 - 1988
Skills
Brokerage Compliance, Compliance, Board of Director..., Change Management, Collaborative Leadership, Communication Skills, Executive Coaching, Financial Analysis, FINRA, Investments, Investment Brokerage, Offshore Outsourcing, P&L Responsibility, Presenter, Risk Management, Strategic Planning, Technical Writing, Series 7, Series 24, Series 4, Series 53, Series 65, Series 27, Series 63, CPA (inactive), State of Minnesota..., Brokerage, Budgets, Board of Directors, Process Improvement, Fixed Income, Leadership, Management, P&L Management, Capital Markets, Banking, Wealth Management, Retirement, Mutual Funds, Relationship Management, Bonds, Operations Management, Training
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Accounting, minor in Business Administration
University of St. Thomas 1997 — 2000
Master of Business Administration (MBA), Marketing
University of St. Thomas 2003 — 2003
Mini Master of Information Technology
Securities America, Inc. Member FINRA/SIPC January 2014 - Present
Wells Fargo 2009 - January 2014
Wells Fargo Securities, LLC 2000 - 2009
Wells Fargo Brokerage Services, LLC 2000 - 2000
The Prudential Insurance Company of America 1998 - 2000
Norwest Investment Services, Inc. 1993 - 1998
Norwest Investment Services, Inc. 1990 - 1993
Norwest Bank 1988 - 1990
KPMG Peat Marwick 1985 - 1988
Skills
Brokerage Compliance, Compliance, Board of Director..., Change Management, Collaborative Leadership, Communication Skills, Executive Coaching, Financial Analysis, FINRA, Investments, Investment Brokerage, Offshore Outsourcing, P&L Responsibility, Presenter, Risk Management, Strategic Planning, Technical Writing, Series 7, Series 24, Series 4, Series 53, Series 65, Series 27, Series 63, CPA (inactive), State of Minnesota..., Brokerage, Budgets, Board of Directors, Process Improvement, Fixed Income, Leadership, Management, P&L Management, Capital Markets, Banking, Wealth Management, Retirement, Mutual Funds, Relationship Management, Bonds, Operations Management, Training
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Accounting, minor in Business Administration
University of St. Thomas 1997 — 2000
Master of Business Administration (MBA), Marketing
University of St. Thomas 2003 — 2003
Mini Master of Information Technology
Patrick J. Meyer's KPMG Peat Marwick Experience December 1994 - September 1996
Job CFP and Director of Wealth Management Client Services
Industry Financial Services
Experience
Unified Trust Company, N.A. July 2009 - Present
TIAA-CREF November 2006 - March 2008
The Vanguard Group October 1996 - September 2006
KPMG Peat Marwick December 1994 - September 1996
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Financial Planners, High Net Worth..., Tax, Accounting, Personal Finance, Financial Accounting, Mutual Funds, Relationship Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Investment Strategies, Financial Goals
Education
University of Missouri-Kansas City School of Law 1989 — 1992
Juris Doctorate, Law
Rockhurst University 1985 — 1989
MBA
Rockhurst University 1980 — 1984
BSBA, Finance and Economics
Unified Trust Company, N.A. July 2009 - Present
TIAA-CREF November 2006 - March 2008
The Vanguard Group October 1996 - September 2006
KPMG Peat Marwick December 1994 - September 1996
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Financial Planners, High Net Worth..., Tax, Accounting, Personal Finance, Financial Accounting, Mutual Funds, Relationship Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Investment Strategies, Financial Goals
Education
University of Missouri-Kansas City School of Law 1989 — 1992
Juris Doctorate, Law
Rockhurst University 1985 — 1989
MBA
Rockhurst University 1980 — 1984
BSBA, Finance and Economics
Eileen Peters's KPMG Peat Marwick Experience September 1991 - December 1992
Job Accountant
Industry Accounting
Experience
GLOBO January 2015 - Present
GLOBO November 2011 - Present
Prudential Insurance January 1995 - November 1996
Hahnemann University Hospital March 1993 - December 1994
KPMG Peat Marwick September 1991 - December 1992
Skills
Finance, Financial Reporting
Education
Saint Joseph's University 1987 — 1991
B.S., Accounting
GLOBO January 2015 - Present
GLOBO November 2011 - Present
Prudential Insurance January 1995 - November 1996
Hahnemann University Hospital March 1993 - December 1994
KPMG Peat Marwick September 1991 - December 1992
Skills
Finance, Financial Reporting
Education
Saint Joseph's University 1987 — 1991
B.S., Accounting
Brent Dannelly's KPMG Peat Marwick Experience August 1987 - April 1991
Job Wealth, Brokerage, & Retirement Controller Group Bank and Regulatory Reporting Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2013 - Present
Wells Fargo Advisors August 2010 - February 2013
Wells Fargo Bank June 2006 - August 2010
Wachovia August 1998 - June 2006
Wachovia January 1993 - August 1998
KPMG Peat Marwick August 1987 - April 1991
Skills
Financial Reporting, Bank Mergers, Regulatory Submissions, Accounting, Budget Forecasts, Acquisition Integration, Internal Controls, Finance, Forecasting, Variance Analysis, Mergers & Acquisitions, Corporate Finance, Banking, Auditing, Account Reconciliation, Financial Analysis, Analysis, Financial Services, Management
Education
Rutgers University-New Brunswick 1983 — 1987
BS, Accounting and Economics
University of North Carolina at Charlotte - Belk College of Business 1994 — 1999
MBA, Commercial Banking and Finance
Wells Fargo February 2013 - Present
Wells Fargo Advisors August 2010 - February 2013
Wells Fargo Bank June 2006 - August 2010
Wachovia August 1998 - June 2006
Wachovia January 1993 - August 1998
KPMG Peat Marwick August 1987 - April 1991
Skills
Financial Reporting, Bank Mergers, Regulatory Submissions, Accounting, Budget Forecasts, Acquisition Integration, Internal Controls, Finance, Forecasting, Variance Analysis, Mergers & Acquisitions, Corporate Finance, Banking, Auditing, Account Reconciliation, Financial Analysis, Analysis, Financial Services, Management
Education
Rutgers University-New Brunswick 1983 — 1987
BS, Accounting and Economics
University of North Carolina at Charlotte - Belk College of Business 1994 — 1999
MBA, Commercial Banking and Finance
Michael McFadden C.A.'s KPMG Peat Marwick Experience August 1979 - April 1993
Job Strategic and Operational Leader
Industry Executive Office
Experience
McFadden & Murray Enterprises 2008 - Present
Janes Family Foods July 2002 - November 2008
McFadden & Murray Enterprises 1999 - 2002
Astro Dairy Products 1995 - 1999
Cottrell Transportation 1993 - 1995
KPMG Peat Marwick August 1979 - April 1993
Education
Institute of Chartered Accountants of Ontario and Alberta
Chartered Accountant
Queen's University 1975 — 1979
Honours Bachelor of Commerce, Finance, Marketing, Accounting
McFadden & Murray Enterprises 2008 - Present
Janes Family Foods July 2002 - November 2008
McFadden & Murray Enterprises 1999 - 2002
Astro Dairy Products 1995 - 1999
Cottrell Transportation 1993 - 1995
KPMG Peat Marwick August 1979 - April 1993
Education
Institute of Chartered Accountants of Ontario and Alberta
Chartered Accountant
Queen's University 1975 — 1979
Honours Bachelor of Commerce, Finance, Marketing, Accounting
Robert Wiedemann's KPMG Peat Marwick Experience 1974 - 1981
Job Vice President Finance & Operations at XL Group, Inc.
Industry Information Technology and Services
Experience
XL Group, Inc. September 2001 - Present
Benetton Sportsystem 1992 - 1997
KPMG Peat Marwick 1974 - 1981
Skills
Auditing, Finance, Sales Management, Process Improvement, Strategic Planning, Cross-functional Team..., Business Analysis, Management, Salesforce.com, Software Documentation, Organizational..., Pharmaceutical Industry
Education
Rider University 1970 — 1974
BS, Accounting
XL Group, Inc. September 2001 - Present
Benetton Sportsystem 1992 - 1997
KPMG Peat Marwick 1974 - 1981
Skills
Auditing, Finance, Sales Management, Process Improvement, Strategic Planning, Cross-functional Team..., Business Analysis, Management, Salesforce.com, Software Documentation, Organizational..., Pharmaceutical Industry
Education
Rider University 1970 — 1974
BS, Accounting
Jane Skau's KPMG Peat Marwick Experience July 1998 - May 1999
Job Technical Secretary at University of Washington
Industry Education Management
Experience
Silver Circle Designs, LLC June 2011 - Present
University of Washington 2006 - Present
University of Washington May 2002 - Present
YouthStream Media Networks June 1999 - June 2002
KPMG Peat Marwick July 1998 - May 1999
King County, Department of Natural Resources January 1998 - July 1998
King County, Department of Natural Resources June 1997 - September 1997
University of Washington, Husky Den October 1991 - June 1997
Skills
Jewelry Design, Handmade Jewelry, Metalworking, Microsoft Office, Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Publisher, Microsoft Word, Photoshop, Computer Repair, Educational Technology, Editing, Event Planning, Event Management, Customer Service, Office Administration, Office Management, Calendaring, Travel Planning, Research, Payroll, Speech Writing, Public Speaking, Social Media, Tax Preparation, Cooking, Technical Theatre
Education
University of Washington 1991 — 1995
Bachelor of Arts (BA), English (Creative Writing & Secondary Education)
University of Washington 1991 — 1995
Bachelor of Arts (BA), Art/Art Studies, General
Punahou School 1983 — 1991
High School Diploma
Silver Circle Designs, LLC June 2011 - Present
University of Washington 2006 - Present
University of Washington May 2002 - Present
YouthStream Media Networks June 1999 - June 2002
KPMG Peat Marwick July 1998 - May 1999
King County, Department of Natural Resources January 1998 - July 1998
King County, Department of Natural Resources June 1997 - September 1997
University of Washington, Husky Den October 1991 - June 1997
Skills
Jewelry Design, Handmade Jewelry, Metalworking, Microsoft Office, Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Microsoft Publisher, Microsoft Word, Photoshop, Computer Repair, Educational Technology, Editing, Event Planning, Event Management, Customer Service, Office Administration, Office Management, Calendaring, Travel Planning, Research, Payroll, Speech Writing, Public Speaking, Social Media, Tax Preparation, Cooking, Technical Theatre
Education
University of Washington 1991 — 1995
Bachelor of Arts (BA), English (Creative Writing & Secondary Education)
University of Washington 1991 — 1995
Bachelor of Arts (BA), Art/Art Studies, General
Punahou School 1983 — 1991
High School Diploma
Monique Wynne's KPMG Peat Marwick Experience July 2004 - January 2007
Job Accounting Professional
Industry Accounting
Experience
Reznick Group February 2007 - March 2009
KPMG Peat Marwick July 2004 - January 2007
Education
Radford University 2000 — 2004
BBA, Accounting
Reznick Group February 2007 - March 2009
KPMG Peat Marwick July 2004 - January 2007
Education
Radford University 2000 — 2004
BBA, Accounting
Dennis Crosson's KPMG Peat Marwick Experience January 1986 - January 1993
Job Director at GMAC RFC Securities
Industry Banking
Experience
Ally Securities LLC August 2000 - Present
Ally Securities LLC January 2000 - January 2012
Ally Securities LLC 2000 - 2011
Fannie Mae January 1993 - January 2000
KPMG Peat Marwick January 1986 - January 1993
Education
Saint John's University
BS, Accounting
Ally Securities LLC August 2000 - Present
Ally Securities LLC January 2000 - January 2012
Ally Securities LLC 2000 - 2011
Fannie Mae January 1993 - January 2000
KPMG Peat Marwick January 1986 - January 1993
Education
Saint John's University
BS, Accounting
Ron Salluzzo's KPMG Peat Marwick Experience 1995 - 1999
Job Vice President and Partner, Higher Education and Academic Medical Centers, Attain LLC
Industry Executive Office
Experience
Attain, LLC. August 2009 - Present
Stevens Institute of Technology 2009 - Present
St. Ann's Community June 2006 - Present
Harris Interactive March 2006 - December 2008
BearingPoint, Inc. 1999 - 2005
KPMG Consulting (BearingPoint) 1999 - 2005
BearingPoint/KPMG Consulting 1999 - 2005
KPMG Peat Marwick 1995 - 1999
KPMG LLP 1972 - 1999
Skills
Non-profits, Strategic Planning, Business Strategy, Project Management, Business Development, Process Improvement, Mergers, Executive Management, Healthcare, Leadership, Management Consulting, Budgets, Team Building, Human Resources, Investor Relations, Managerial Finance, Data Analysis, Strategy, Strategic Financial..., Program Management, Finance, Government, Higher Education, Nonprofits, Management, Business Process...
Education
Saint Bonaventure University 1967 — 1972
BBA, Accounting
Attain, LLC. August 2009 - Present
Stevens Institute of Technology 2009 - Present
St. Ann's Community June 2006 - Present
Harris Interactive March 2006 - December 2008
BearingPoint, Inc. 1999 - 2005
KPMG Consulting (BearingPoint) 1999 - 2005
BearingPoint/KPMG Consulting 1999 - 2005
KPMG Peat Marwick 1995 - 1999
KPMG LLP 1972 - 1999
Skills
Non-profits, Strategic Planning, Business Strategy, Project Management, Business Development, Process Improvement, Mergers, Executive Management, Healthcare, Leadership, Management Consulting, Budgets, Team Building, Human Resources, Investor Relations, Managerial Finance, Data Analysis, Strategy, Strategic Financial..., Program Management, Finance, Government, Higher Education, Nonprofits, Management, Business Process...
Education
Saint Bonaventure University 1967 — 1972
BBA, Accounting
Judy Williamson's KPMG Peat Marwick Experience June 1992 - June 1995
Job Principal at JAK Consulting
Industry Information Technology and Services
Experience
JAK Consulting July 2015 - Present
Cerner Corporation October 2000 - March 2015
The Emory Clinic October 1995 - June 2000
KPMG Peat Marwick June 1992 - June 1995
Medicus Systems Corporation June 1978 - May 1992
Skills
EHR, CPOE, Cerner, Health Information..., Healthcare Information..., Informatics, EMR, HL7, Hospitals, Healthcare Management, Healthcare, HIPAA, Healthcare Consulting, Process Improvement, Software Implementation, Revenue Cycle, Healthcare Industry, Program Management, Integration, Project Management
Education
Rush University 1980 — 1982
Master's Degree, Health Systems Management
JAK Consulting July 2015 - Present
Cerner Corporation October 2000 - March 2015
The Emory Clinic October 1995 - June 2000
KPMG Peat Marwick June 1992 - June 1995
Medicus Systems Corporation June 1978 - May 1992
Skills
EHR, CPOE, Cerner, Health Information..., Healthcare Information..., Informatics, EMR, HL7, Hospitals, Healthcare Management, Healthcare, HIPAA, Healthcare Consulting, Process Improvement, Software Implementation, Revenue Cycle, Healthcare Industry, Program Management, Integration, Project Management
Education
Rush University 1980 — 1982
Master's Degree, Health Systems Management
Angela Gencarelli's KPMG Peat Marwick Experience July 1987 - December 1988
Job Accounting Manager, WWE
Industry Entertainment
Experience
WWE July 2015 - Present
Frontier Communications December 2010 - July 2015
Stepping Stones Museum for Children July 2007 - December 2010
Michael J. Smeriglio III, CPA July 2006 - July 2007
Stamford Chamber of Commerce 2002 - 2006
Totilo & Company LLC, CPA's November 2001 - September 2002
Picnik Enterprises Inc. 1994 - 2001
Delco Associates, Inc. 1990 - 1994
Waldenbooks December 1988 - March 1990
KPMG Peat Marwick July 1987 - December 1988
Skills
General Ledger, Account Reconciliation, Accounting, Payroll, QuickBooks, Accounts Payable, Budgets, Microsoft Excel, Journal Entries, Peachtree, Financial Reporting, Financial Analysis, Nonprofits, Tax, Analysis, Financial Statements, Accounts Receivable, ADP Payroll, Variance Analysis, Microsoft Office, Forecasting, Blackbaud, Vlookup, System Administration, Strategic Financial..., Excel, AS400, Reconciliation, Administration, Non-profits, ADP, Pivot Tables, Donor Perfect, NGS, ASAP, JDE Enterprise One
Education
Sacred Heart University 1983 — 1987
B.S., Accounting, Minor in Italian
WWE July 2015 - Present
Frontier Communications December 2010 - July 2015
Stepping Stones Museum for Children July 2007 - December 2010
Michael J. Smeriglio III, CPA July 2006 - July 2007
Stamford Chamber of Commerce 2002 - 2006
Totilo & Company LLC, CPA's November 2001 - September 2002
Picnik Enterprises Inc. 1994 - 2001
Delco Associates, Inc. 1990 - 1994
Waldenbooks December 1988 - March 1990
KPMG Peat Marwick July 1987 - December 1988
Skills
General Ledger, Account Reconciliation, Accounting, Payroll, QuickBooks, Accounts Payable, Budgets, Microsoft Excel, Journal Entries, Peachtree, Financial Reporting, Financial Analysis, Nonprofits, Tax, Analysis, Financial Statements, Accounts Receivable, ADP Payroll, Variance Analysis, Microsoft Office, Forecasting, Blackbaud, Vlookup, System Administration, Strategic Financial..., Excel, AS400, Reconciliation, Administration, Non-profits, ADP, Pivot Tables, Donor Perfect, NGS, ASAP, JDE Enterprise One
Education
Sacred Heart University 1983 — 1987
B.S., Accounting, Minor in Italian
Carroll Valentino's KPMG Peat Marwick Experience July 1989 - June 1993
Job Risk Management Officer at The Farmers Bank
Industry Banking
Experience
The Farmers Bank May 2015 - Present
The Farmers Bank May 2009 - Present
Farmers Bank March 2005 - July 2009
The Farmers Bank March 2005 - May 2009
BANK ONE CORPORATION February 2003 - March 2005
BANK ONE CORPORATION September 2000 - February 2003
BANK ONE CORPORATION May 1997 - September 2000
Bank One Financial Services, Inc October 1995 - May 1997
BANC ONE CORPORATION June 1993 - October 1995
KPMG Peat Marwick July 1989 - June 1993
Skills
Risk Management, Process Engineering, Business Process, Reconciling, Auditing, Process Improvement, Excel, Strategic Planning, Internal Controls, Accounting, Analysis
Education
Purdue University 1985 — 1989
Bachelor of Science, Accounting
The Farmers Bank May 2015 - Present
The Farmers Bank May 2009 - Present
Farmers Bank March 2005 - July 2009
The Farmers Bank March 2005 - May 2009
BANK ONE CORPORATION February 2003 - March 2005
BANK ONE CORPORATION September 2000 - February 2003
BANK ONE CORPORATION May 1997 - September 2000
Bank One Financial Services, Inc October 1995 - May 1997
BANC ONE CORPORATION June 1993 - October 1995
KPMG Peat Marwick July 1989 - June 1993
Skills
Risk Management, Process Engineering, Business Process, Reconciling, Auditing, Process Improvement, Excel, Strategic Planning, Internal Controls, Accounting, Analysis
Education
Purdue University 1985 — 1989
Bachelor of Science, Accounting
Natalie Olmo's KPMG Peat Marwick Experience August 1996 - September 1997
Job Sales at IdealStaff, LLC
Industry Human Resources
Experience
IdealStaff May 2009 - Present
VITAC November 1997 - February 1999
KPMG Peat Marwick August 1996 - September 1997
Achieva March 1995 - August 1996
Education
St. Francis University 1995 — 1996
Masters, Human Resources Management/Industrial Relations
Saint Vincent College 1988 — 1992
BA, Liberal Arts/English
IdealStaff May 2009 - Present
VITAC November 1997 - February 1999
KPMG Peat Marwick August 1996 - September 1997
Achieva March 1995 - August 1996
Education
St. Francis University 1995 — 1996
Masters, Human Resources Management/Industrial Relations
Saint Vincent College 1988 — 1992
BA, Liberal Arts/English
Tommy McAllister's KPMG Peat Marwick Experience August 2005 - May 2006
Job Operational Risk at Regions Financial Corporation
Industry Accounting
Experience
Regions Financial Corporation February 2013 - Present
Frost Cummings Tidwell Group, LLC November 2010 - January 2013
Warren, Averett, Kimbrough & Marino, LLC May 2006 - November 2010
KPMG Peat Marwick August 2005 - May 2006
KPMG Peat Marwick January 2004 - August 2004
Skills
CPA, GAAP, Corporate Tax, Accounting, US GAAP, Financial Reporting, Income Tax, Auditing, Internal Controls, SEC filings, Financial Accounting, Tax, Tax Preparation, General Ledger, Tax Accounting, QuickBooks, Financial Statements, Sarbanes-Oxley Act, Tax Returns, Financial Analysis, Sarbanes-Oxley
Education
University of Alabama 2004 — 2005
Master of Tax Accountancy, Accounting
Samford University 2002 — 2004
Bachelor of Science Business Administration, Accounting
Hoover High
Regions Financial Corporation February 2013 - Present
Frost Cummings Tidwell Group, LLC November 2010 - January 2013
Warren, Averett, Kimbrough & Marino, LLC May 2006 - November 2010
KPMG Peat Marwick August 2005 - May 2006
KPMG Peat Marwick January 2004 - August 2004
Skills
CPA, GAAP, Corporate Tax, Accounting, US GAAP, Financial Reporting, Income Tax, Auditing, Internal Controls, SEC filings, Financial Accounting, Tax, Tax Preparation, General Ledger, Tax Accounting, QuickBooks, Financial Statements, Sarbanes-Oxley Act, Tax Returns, Financial Analysis, Sarbanes-Oxley
Education
University of Alabama 2004 — 2005
Master of Tax Accountancy, Accounting
Samford University 2002 — 2004
Bachelor of Science Business Administration, Accounting
Hoover High
Curtis Anderson's KPMG Peat Marwick Experience 1986 - 1991
Job Partner at B2B CFO®
Industry Management Consulting
Experience
B2B CFO® April 2014 - Present
Theronyx July 2002 - April 2014
Best Software 1999 - 2002
OmniVista Software 1993 - 1999
Sigma Consulting 1991 - 1996
KPMG Peat Marwick 1986 - 1991
Skills
Enterprise Software, Executive Management, Professional Services, Management Consulting, Leadership, Start-ups, Corporate Finance, Business Development, Strategic Partnerships, Corporate FP&A, Strategy, Corporate Budgeting, Entrepreneurship, Solution Selling, Finance, Business Process..., Mergers & Acquisitions, Team Leadership, Cloud Computing, Consulting, Activity Based Costing, New Business Development, QuickBooks®, CRM, Management
Education
Rochester Institute of Technology 1984 — 1986
B.S., Accounting
University of Utah 1981 — 1984
Economics
B2B CFO® April 2014 - Present
Theronyx July 2002 - April 2014
Best Software 1999 - 2002
OmniVista Software 1993 - 1999
Sigma Consulting 1991 - 1996
KPMG Peat Marwick 1986 - 1991
Skills
Enterprise Software, Executive Management, Professional Services, Management Consulting, Leadership, Start-ups, Corporate Finance, Business Development, Strategic Partnerships, Corporate FP&A, Strategy, Corporate Budgeting, Entrepreneurship, Solution Selling, Finance, Business Process..., Mergers & Acquisitions, Team Leadership, Cloud Computing, Consulting, Activity Based Costing, New Business Development, QuickBooks®, CRM, Management
Education
Rochester Institute of Technology 1984 — 1986
B.S., Accounting
University of Utah 1981 — 1984
Economics
Marisa Pallotta's KPMG Peat Marwick Experience 2008 - 2009
Job Senior Tax Director at Turner Construction
Industry Accounting
Experience
Turner Construction 2012 - Present
United Water 2009 - August 2012
KPMG Peat Marwick 2008 - 2009
Deloitte & Touche 2006 - 2008
Ernst & Young 2000 - 2006
Education
Seton Hall University 1993 — 1996
Masters
Rutgers, The State University of New Jersey-Newark 1984 — 1988
BS
Turner Construction 2012 - Present
United Water 2009 - August 2012
KPMG Peat Marwick 2008 - 2009
Deloitte & Touche 2006 - 2008
Ernst & Young 2000 - 2006
Education
Seton Hall University 1993 — 1996
Masters
Rutgers, The State University of New Jersey-Newark 1984 — 1988
BS
Kim Corkhill's KPMG Peat Marwick Experience October 1997 - April 2000
Job Director of Operations at 9Lenses
Industry Media Production
Experience
9Lenses January 2012 - Present
Kaseman March 2010 - December 2011
Everest Software, Inc. February 2008 - December 2009
Calusa Investments April 2000 - February 2008
KPMG Peat Marwick October 1997 - April 2000
Education
Radford University 1989 — 1993
BA, Business Administration
9Lenses January 2012 - Present
Kaseman March 2010 - December 2011
Everest Software, Inc. February 2008 - December 2009
Calusa Investments April 2000 - February 2008
KPMG Peat Marwick October 1997 - April 2000
Education
Radford University 1989 — 1993
BA, Business Administration
Steven Harriman, CPA's KPMG Peat Marwick Experience January 1989 - March 1992
Job Corporate Controller at Terracare Associates
Industry Construction
Experience
Terracare Associates February 2012 - Present
Engle Homes January 2003 - October 2010
DataTrend Information Systems March 2001 - September 2002
Shamrock Foods Company April 1996 - March 2001
Communications World International, Inc. March 1992 - September 1995
KPMG Peat Marwick January 1989 - March 1992
Skills
Financial Reporting, Forecasting, Accounting, Leadership, Management, Cash Flow, Customer Service, Finance, Team Building, Sarbanes-Oxley Act, Budgets, Internal Controls, Contract Management, US GAAP, Financial Modeling, Negotiation, General Ledger, GAAP, Due Diligence, SEC filings, Financial Analysis, Process Improvement, Cost Accounting, ERP, Contract Negotiation, Procurement, Auditing, Project Management, Strategic Financial..., Variance Analysis, Business Strategy, Analysis
Education
University of Colorado Boulder 1987 — 1988
M.B.A, Accounting
San Diego State University-California State University 1984 — 1987
B.S., Business Information Systems
Terracare Associates February 2012 - Present
Engle Homes January 2003 - October 2010
DataTrend Information Systems March 2001 - September 2002
Shamrock Foods Company April 1996 - March 2001
Communications World International, Inc. March 1992 - September 1995
KPMG Peat Marwick January 1989 - March 1992
Skills
Financial Reporting, Forecasting, Accounting, Leadership, Management, Cash Flow, Customer Service, Finance, Team Building, Sarbanes-Oxley Act, Budgets, Internal Controls, Contract Management, US GAAP, Financial Modeling, Negotiation, General Ledger, GAAP, Due Diligence, SEC filings, Financial Analysis, Process Improvement, Cost Accounting, ERP, Contract Negotiation, Procurement, Auditing, Project Management, Strategic Financial..., Variance Analysis, Business Strategy, Analysis
Education
University of Colorado Boulder 1987 — 1988
M.B.A, Accounting
San Diego State University-California State University 1984 — 1987
B.S., Business Information Systems
Dale Hartmann's KPMG Peat Marwick Experience 1988 - 1991
Job IT Project Manager at Shiloh Industries
Industry Automotive
Experience
Shiloh Industries April 2015 - Present
Equity Trust Company June 2013 - February 2015
Project Management Consultant September 2012 - June 2013
PNC Bank November 2006 - September 2012
Deltastart Technical Soutions 2000 - 2006
New Resources Corporation 1998 - 2000
McHale USConnect 1996 - 1998
American Greetings 1993 - 1996
Victorias Secret Stores 1991 - 1993
KPMG Peat Marwick 1988 - 1991
Skills
Leadership, Enterprise Architecture, Team Building, Integration, SDLC, Management, Visio, Strategy, Enterprise Software, Business Analysis, Architecture, Business Intelligence, IT Strategy, IT Management, Architectures, Project Management
Education
Purdue University
Computer Technology
Shiloh Industries April 2015 - Present
Equity Trust Company June 2013 - February 2015
Project Management Consultant September 2012 - June 2013
PNC Bank November 2006 - September 2012
Deltastart Technical Soutions 2000 - 2006
New Resources Corporation 1998 - 2000
McHale USConnect 1996 - 1998
American Greetings 1993 - 1996
Victorias Secret Stores 1991 - 1993
KPMG Peat Marwick 1988 - 1991
Skills
Leadership, Enterprise Architecture, Team Building, Integration, SDLC, Management, Visio, Strategy, Enterprise Software, Business Analysis, Architecture, Business Intelligence, IT Strategy, IT Management, Architectures, Project Management
Education
Purdue University
Computer Technology
Charles Ott, MBA/CPA's KPMG Peat Marwick Experience January 1998 - January 1999
Job Managing Partner, Ott CPA Services LLC
Industry Accounting
Experience
Ott CPA Services LLC March 2012 - Present
Philadelphia University August 2013 - Present
Tullett Prebon Americas September 2006 - March 2012
Prudential Financial Inc October 2005 - September 2006
Sony Corporation of America November 2003 - October 2005
ICI Americas, Inc December 2000 - November 2003
Arthur Andersen, LLP June 1999 - December 2000
KPMG Peat Marwick January 1998 - January 1999
Life Care Emergency Medical Services May 1996 - January 1998
Skills
Corporate Tax, Income Tax, Tax, FAS109, Tax Audits, Mergers, Financial Reporting, Budgeting, FASB, Compliance, Accounting, Tax Compliance, Consolidation, Finance, Budgets, Mergers & Acquisitions, Internal Audit, Payroll, Auditing, General Ledger, Account Reconciliation, CPA, Forecasting, Financial Accounting, Due Diligence, Tax Returns, Financial Statements, Accounts Receivable, Tax Accounting, GAAP, Sarbanes-Oxley Act, Restructuring, Risk Management, International Tax, Tax Research, Bookkeeping, Tax Preparation, Analysis, Tax Advisory, Payroll Taxes
Education
University of Phoenix 2004 — 2006
MBA, Accounting
Rider University 1995 — 1999
Bachelors, Accounting
Ott CPA Services LLC March 2012 - Present
Philadelphia University August 2013 - Present
Tullett Prebon Americas September 2006 - March 2012
Prudential Financial Inc October 2005 - September 2006
Sony Corporation of America November 2003 - October 2005
ICI Americas, Inc December 2000 - November 2003
Arthur Andersen, LLP June 1999 - December 2000
KPMG Peat Marwick January 1998 - January 1999
Life Care Emergency Medical Services May 1996 - January 1998
Skills
Corporate Tax, Income Tax, Tax, FAS109, Tax Audits, Mergers, Financial Reporting, Budgeting, FASB, Compliance, Accounting, Tax Compliance, Consolidation, Finance, Budgets, Mergers & Acquisitions, Internal Audit, Payroll, Auditing, General Ledger, Account Reconciliation, CPA, Forecasting, Financial Accounting, Due Diligence, Tax Returns, Financial Statements, Accounts Receivable, Tax Accounting, GAAP, Sarbanes-Oxley Act, Restructuring, Risk Management, International Tax, Tax Research, Bookkeeping, Tax Preparation, Analysis, Tax Advisory, Payroll Taxes
Education
University of Phoenix 2004 — 2006
MBA, Accounting
Rider University 1995 — 1999
Bachelors, Accounting
Alan Musso's KPMG Peat Marwick Experience 1984 - 1987
Job CFO at Bellicum Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
Bellicum Pharmaceuticals, Inc. November 2014 - Present
Targacept, Inc. February 2002 - November 2014
Osiris Therapeutics January 2001 - January 2002
Cato Research 1997 - 2001
Duramed Pharmaceuticals January 1995 - March 1997
Pfizer 1989 - 1995
KPMG Peat Marwick 1984 - 1987
Skills
Pharmaceutical Industry, Biotechnology, Financial Analysis, Clinical Development, Financial Reporting, IPO, Investor Relations, Business Strategy, Strategic Partnerships
Education
Thunderbird School of Global Management 2008 — 2008
MIM, International Busines and Finance
Saint Mary's College of California 1980 — 1984
BS, Accounting
Bellicum Pharmaceuticals, Inc. November 2014 - Present
Targacept, Inc. February 2002 - November 2014
Osiris Therapeutics January 2001 - January 2002
Cato Research 1997 - 2001
Duramed Pharmaceuticals January 1995 - March 1997
Pfizer 1989 - 1995
KPMG Peat Marwick 1984 - 1987
Skills
Pharmaceutical Industry, Biotechnology, Financial Analysis, Clinical Development, Financial Reporting, IPO, Investor Relations, Business Strategy, Strategic Partnerships
Education
Thunderbird School of Global Management 2008 — 2008
MIM, International Busines and Finance
Saint Mary's College of California 1980 — 1984
BS, Accounting
Kelly Trout's KPMG Peat Marwick Experience October 1988 - January 1996
Job Senior Operations Administrator at FedEx
Industry Publishing
Experience
FedEx May 2013 - Present
The Michelson Organization July 2012 - February 2013
Abeles and Hoffman, P.C. February 2007 - August 2010
PricewaterhouseCoopers LLP January 1996 - February 2007
KPMG Peat Marwick October 1988 - January 1996
Skills
QuickBooks, Accounting, Microsoft Word, Auditing, Microsoft Excel, Financial Reporting, Outlook, Microsoft Office, Tax, PowerPoint, Event Planning, Human Resources, Financial Accounting, Financial Analysis, Research, Data Entry, Process Improvement, Customer Service, Social Media, General Ledger, Staff Supervision, Operating Budgets, Competency Based..., Proposal Generation, Project Management, Budgets, Nonprofits
Education
Saint Louis University 2000 — 2003
Bachelors, Organizational Studies, Minor in Communication
FedEx May 2013 - Present
The Michelson Organization July 2012 - February 2013
Abeles and Hoffman, P.C. February 2007 - August 2010
PricewaterhouseCoopers LLP January 1996 - February 2007
KPMG Peat Marwick October 1988 - January 1996
Skills
QuickBooks, Accounting, Microsoft Word, Auditing, Microsoft Excel, Financial Reporting, Outlook, Microsoft Office, Tax, PowerPoint, Event Planning, Human Resources, Financial Accounting, Financial Analysis, Research, Data Entry, Process Improvement, Customer Service, Social Media, General Ledger, Staff Supervision, Operating Budgets, Competency Based..., Proposal Generation, Project Management, Budgets, Nonprofits
Education
Saint Louis University 2000 — 2003
Bachelors, Organizational Studies, Minor in Communication
Gary Impellicceiri's KPMG Peat Marwick Experience 1996 - 1997
Job Accounting and Risk Manager at AMG Resources Corp
Industry
Experience
AMG Resources Corp June 2011 - Present
Nicholson Construction 2007 - March 2011
Union Drilling, Inc. 1999 - 2006
Urish Popeck & Co. 1997 - 1999
KPMG Peat Marwick 1996 - 1997
Federated Investors 1994 - 1996
Federated Investors 1992 - 1994
Skills
Accounts Payable, Accounting, Payroll, Internal Controls, Auditing, Financial Reporting, GAAP, Accounts Receivable, Sarbanes-Oxley, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, CPA, Employee Benefits, General Ledger, SEC filings, Consolidation
Education
Robert Morris University 1988 — 1991
Bachelor of Science, Accounting
AMG Resources Corp June 2011 - Present
Nicholson Construction 2007 - March 2011
Union Drilling, Inc. 1999 - 2006
Urish Popeck & Co. 1997 - 1999
KPMG Peat Marwick 1996 - 1997
Federated Investors 1994 - 1996
Federated Investors 1992 - 1994
Skills
Accounts Payable, Accounting, Payroll, Internal Controls, Auditing, Financial Reporting, GAAP, Accounts Receivable, Sarbanes-Oxley, Sarbanes-Oxley Act, US GAAP, Microsoft Excel, CPA, Employee Benefits, General Ledger, SEC filings, Consolidation
Education
Robert Morris University 1988 — 1991
Bachelor of Science, Accounting
John S. Pavlovsky, Jr., CPA, CGMA's KPMG Peat Marwick Experience July 1980 - July 1994
Job Certified Public Accountant; Chartered Global Management Accountant
Industry Government Administration
Experience
John S. Pavlovsky, Jr., CPA July 1994 - Present
Community Options, Inc. 1992 - 2015
Community Options, Inc. 1992 - 2015
APCO Petroleum Corp December 2010 - May 2013
NJ Department of Banking & Insurance January 2007 - November 2010
First Washington State Bank February 2002 - January 2007
KPMG Peat Marwick July 1980 - July 1994
Skills
Federal Taxation, State Taxation, Estate Tax Planning, Accounting, Tax, Auditing, Financial Analysis, US Tax, Mergers & Acquisitions, Strategic Planning, Analysis, Budgets, Forecasting, Finance, Portfolio Management, Small Business, Strategic Financial..., Policy, Insurance, Financial Reporting
Education
Rider University 1976 — 1980
BSC, Accounting
John S. Pavlovsky, Jr., CPA July 1994 - Present
Community Options, Inc. 1992 - 2015
Community Options, Inc. 1992 - 2015
APCO Petroleum Corp December 2010 - May 2013
NJ Department of Banking & Insurance January 2007 - November 2010
First Washington State Bank February 2002 - January 2007
KPMG Peat Marwick July 1980 - July 1994
Skills
Federal Taxation, State Taxation, Estate Tax Planning, Accounting, Tax, Auditing, Financial Analysis, US Tax, Mergers & Acquisitions, Strategic Planning, Analysis, Budgets, Forecasting, Finance, Portfolio Management, Small Business, Strategic Financial..., Policy, Insurance, Financial Reporting
Education
Rider University 1976 — 1980
BSC, Accounting
Chuck Ordonez's KPMG Peat Marwick Experience February 2007 - February 2008
Job Manager GBO Business Support at KPMG
Industry Accounting
Experience
KPMG June 2015 - Present
KPMG October 2013 - June 2015
KPMG June 2011 - October 2013
KPMG February 2008 - May 2011
KPMG Peat Marwick February 2007 - February 2008
PCS Revenue Control Systems, Inc. (a.k.a. PCS RCS) February 2001 - June 2005
All Service Computer Rental March 1996 - January 2001
Skills
SharePoint, Software Documentation, Troubleshooting, Process Improvement, BMC Remedy, Active Directory, Training, Management, Technical Support, Networking, Business Process, Risk Management, InfoPath, Operational Risk..., Blackberry Enterprise..., Captivate, Continuous Improvement, Adobe Captivate, ITIL v3 Foundations..., ITIL, Business Analysis, Project Management, Information Technology
Education
Track-On Educational Centers 2000 — 2000
Microsoft Certification
Dover Business College 1994 — 1995
Computer Electronic Technician Diploma
Rutgers, The State University of New Jersey-Newark 1988 — 1991
Biology
KPMG June 2015 - Present
KPMG October 2013 - June 2015
KPMG June 2011 - October 2013
KPMG February 2008 - May 2011
KPMG Peat Marwick February 2007 - February 2008
PCS Revenue Control Systems, Inc. (a.k.a. PCS RCS) February 2001 - June 2005
All Service Computer Rental March 1996 - January 2001
Skills
SharePoint, Software Documentation, Troubleshooting, Process Improvement, BMC Remedy, Active Directory, Training, Management, Technical Support, Networking, Business Process, Risk Management, InfoPath, Operational Risk..., Blackberry Enterprise..., Captivate, Continuous Improvement, Adobe Captivate, ITIL v3 Foundations..., ITIL, Business Analysis, Project Management, Information Technology
Education
Track-On Educational Centers 2000 — 2000
Microsoft Certification
Dover Business College 1994 — 1995
Computer Electronic Technician Diploma
Rutgers, The State University of New Jersey-Newark 1988 — 1991
Biology
Jim Imme's KPMG Peat Marwick Experience 1992 - 1995
Job Controller at P&W
Industry Aviation & Aerospace
Experience
P&W SupervisorGerber Technology1995 - 1999
KPMG Peat Marwick 1992 - 1995
Education
Quinnipiac University 2002 — 2004
MBA
P&W SupervisorGerber Technology1995 - 1999
KPMG Peat Marwick 1992 - 1995
Education
Quinnipiac University 2002 — 2004
MBA
Rena Flaum's KPMG Peat Marwick Experience August 1988 - June 1992
Job Vice President, Corporate Accounting at Brixmor Property Group
Industry Commercial Real Estate
Experience
Brixmor Property Group May 2009 - Present
NorthStar Capital Investment Corp. May 1999 - April 2009
JP Morgan Investment Management Inc. July 1992 - February 1998
KPMG Peat Marwick August 1988 - June 1992
Education
Queens College 1985 — 1988
BA, Accounting
Brixmor Property Group May 2009 - Present
NorthStar Capital Investment Corp. May 1999 - April 2009
JP Morgan Investment Management Inc. July 1992 - February 1998
KPMG Peat Marwick August 1988 - June 1992
Education
Queens College 1985 — 1988
BA, Accounting
Victoria Sonshine Pasher's KPMG Peat Marwick Experience May 1998 - June 2000
Job Communications Professional | Writer | Editor | Journalist | Content Creator | Internal and External Communicator
Industry Writing and Editing
Experience
KPMG US October 2013 - Present
Free Agent November 2012 - October 2013
Chartis April 2012 - November 2012
Free Agent May 2010 - April 2012
KPMG International and KPMG LLP, Montvale, NJ March 2004 - May 2010
KPMG International, Montvale, NJ June 2002 - March 2004
KPMG LLP, Montvale, NJ August 2001 - June 2002
KPMG LLP, Montvale, NJ March 2001 - August 2001
KPMG LLP, Montvale, NJ June 2000 - August 2001
KPMG Peat Marwick May 1998 - June 2000
Skills
Writing, Editing, Internal Communications, Corporate Communications, Public Speaking, Bylined Articles, Creative Problem Solving, Newsletters, Feature Articles, Magazine Articles, Intranet, Copy Editing, LinkedIn, Deadline Oriented, Delivering Results, Eager To Learn, Personality Profiles, Celebrity Interviews, Professional..., Brand Compliance, Knowledge Sharing, Presenter, Critical Thinking, Strategic Communications, Interviews, Brand Management, Marketing Copy, Proofreading, Press Releases, Marketing Communications, Leadership, Connectors, Copywriting, Training, Collaborative..., Storytelling, Speech Writing, Marketing, Publications, Crisis Communications, Editorial, Journalism, Content Strategy, Web Content, Publishing, Creative Direction, Communication Training, Web Content Management, Thought Leadership, Communications Planning
Education
Rutgers University-New Brunswick 1986 — 1990
B.A.
The Russian School, Norwich University, Northfield, VT
Westwood High School 1982 — 1986
KPMG US October 2013 - Present
Free Agent November 2012 - October 2013
Chartis April 2012 - November 2012
Free Agent May 2010 - April 2012
KPMG International and KPMG LLP, Montvale, NJ March 2004 - May 2010
KPMG International, Montvale, NJ June 2002 - March 2004
KPMG LLP, Montvale, NJ August 2001 - June 2002
KPMG LLP, Montvale, NJ March 2001 - August 2001
KPMG LLP, Montvale, NJ June 2000 - August 2001
KPMG Peat Marwick May 1998 - June 2000
Skills
Writing, Editing, Internal Communications, Corporate Communications, Public Speaking, Bylined Articles, Creative Problem Solving, Newsletters, Feature Articles, Magazine Articles, Intranet, Copy Editing, LinkedIn, Deadline Oriented, Delivering Results, Eager To Learn, Personality Profiles, Celebrity Interviews, Professional..., Brand Compliance, Knowledge Sharing, Presenter, Critical Thinking, Strategic Communications, Interviews, Brand Management, Marketing Copy, Proofreading, Press Releases, Marketing Communications, Leadership, Connectors, Copywriting, Training, Collaborative..., Storytelling, Speech Writing, Marketing, Publications, Crisis Communications, Editorial, Journalism, Content Strategy, Web Content, Publishing, Creative Direction, Communication Training, Web Content Management, Thought Leadership, Communications Planning
Education
Rutgers University-New Brunswick 1986 — 1990
B.A.
The Russian School, Norwich University, Northfield, VT
Westwood High School 1982 — 1986
Katharine Rutkowski's KPMG Peat Marwick Experience June 2000 - February 2004
Job Vice President Finance at Valeant
Industry Pharmaceuticals
Experience
Valeant Pharmaceuticals February 2004 - Present
KPMG Peat Marwick June 2000 - February 2004
Skills
Accounting, Budgets, Auditing, Management, Financial Analysis, Financial Reporting, Forecasting
Education
Rutgers University-New Brunswick 1990 — 1994
BS, Accounting
Valeant Pharmaceuticals February 2004 - Present
KPMG Peat Marwick June 2000 - February 2004
Skills
Accounting, Budgets, Auditing, Management, Financial Analysis, Financial Reporting, Forecasting
Education
Rutgers University-New Brunswick 1990 — 1994
BS, Accounting
Kris Matsuyama Newbery's KPMG Peat Marwick Experience June 1997 - January 1999
Job Senior Art Director at BioRad Laboratories
Industry Design
Experience
Bio-Rad Laboratories March 2014 - Present
Bio-Rad Laboratories August 2011 - March 2014
Matsuyama Newbery Design January 2004 - August 2011
Heiney & Craig, Inc. January 1999 - January 2004
KPMG Peat Marwick June 1997 - January 1999
The Understanding Business January 1996 - June 1997
Archer Design, Inc. January 1990 - January 1996
Skills
Art, Creative Direction, Art Direction, Interaction Design
Education
University of Washington 1984 — 1989
Bachelor of Fine Arts, Graphic Design
Punahou School
Bio-Rad Laboratories March 2014 - Present
Bio-Rad Laboratories August 2011 - March 2014
Matsuyama Newbery Design January 2004 - August 2011
Heiney & Craig, Inc. January 1999 - January 2004
KPMG Peat Marwick June 1997 - January 1999
The Understanding Business January 1996 - June 1997
Archer Design, Inc. January 1990 - January 1996
Skills
Art, Creative Direction, Art Direction, Interaction Design
Education
University of Washington 1984 — 1989
Bachelor of Fine Arts, Graphic Design
Punahou School
Glenn Sniezek's KPMG Peat Marwick Experience September 1995 - September 2000
Job VP of Finance and Treasurer at Geokinetics
Industry Oil & Energy
Experience
Geokinetics January 2011 - Present
Zolfo Cooper LLC September 2000 - October 2010
KPMG Peat Marwick September 1995 - September 2000
Education
Rutgers University-New Brunswick 1991 — 1995
Bachelor of Science, Accounting
Geokinetics January 2011 - Present
Zolfo Cooper LLC September 2000 - October 2010
KPMG Peat Marwick September 1995 - September 2000
Education
Rutgers University-New Brunswick 1991 — 1995
Bachelor of Science, Accounting
Chet Watson's KPMG Peat Marwick Experience January 1975 - January 1985
Job Member Board of Directors Manning & Napier Fund, Inc.
Industry Financial Services
Experience
Manning and Napier Fund, Inc. August 2012 - Present
Rochester Institute of Technology 2006 - Present
General Motors March 2003 - December 2011
Lucent Technologies February 2000 - March 2003
Verizon Communications January 1992 - January 2000
Mitchell & Titus, LLP January 1990 - January 1992
BDO Seidman January 1985 - January 1990
KPMG Peat Marwick January 1975 - January 1985
Education
Rochester Institute of Technology
B.S
Manning and Napier Fund, Inc. August 2012 - Present
Rochester Institute of Technology 2006 - Present
General Motors March 2003 - December 2011
Lucent Technologies February 2000 - March 2003
Verizon Communications January 1992 - January 2000
Mitchell & Titus, LLP January 1990 - January 1992
BDO Seidman January 1985 - January 1990
KPMG Peat Marwick January 1975 - January 1985
Education
Rochester Institute of Technology
B.S
Christopher Annesi's KPMG Peat Marwick Experience August 1990 - December 1992
Job President at Annesi Business Consulting, LLC
Industry Management Consulting
Experience
Annesi Business Consulting, LLC January 2003 - Present
The Jolt Company Inc. January 1998 - December 2002
Mercantile Adjustment Bureau, LLC January 1996 - December 1997
Four Corners Abstract January 1994 - December 1996
Bell Engineering Corporation January 1993 - December 1994
KPMG Peat Marwick August 1990 - December 1992
Skills
Management Consulting, Strategic Planning, Turnaround Management, Accounting Outsourcing, Audit & Compliance, Technology Outsourcing, Executive Management, Budgets, Process Improvement, Leadership, Forecasting, Account Management
Education
Saint Bonaventure University 1992 — 1994
MBA, Accounting & Finance
Saint Bonaventure University 1986 — 1990
BBA, Accounting
Annesi Business Consulting, LLC January 2003 - Present
The Jolt Company Inc. January 1998 - December 2002
Mercantile Adjustment Bureau, LLC January 1996 - December 1997
Four Corners Abstract January 1994 - December 1996
Bell Engineering Corporation January 1993 - December 1994
KPMG Peat Marwick August 1990 - December 1992
Skills
Management Consulting, Strategic Planning, Turnaround Management, Accounting Outsourcing, Audit & Compliance, Technology Outsourcing, Executive Management, Budgets, Process Improvement, Leadership, Forecasting, Account Management
Education
Saint Bonaventure University 1992 — 1994
MBA, Accounting & Finance
Saint Bonaventure University 1986 — 1990
BBA, Accounting
Allen Safrin's KPMG Peat Marwick Experience September 1993 - June 1994
Job Counsel at Scarinci Hollenbeck, LLC
Industry Law Practice
Experience
Scarinci Hollenbeck, LLC May 2007 - Present
Goldstein Ballen O'Rourke and Wildstein May 2004 - September 2006
Law Office of Kenneth H. Wind, P.A. May 2004 - September 2006
Sellar Richardson, P.C. September 2002 - May 2004
Rogut McCarthy, P.C. April 1998 - September 2002
Alpert & Levy, P.C. June 1994 - April 1998
KPMG Peat Marwick September 1993 - June 1994
Deloitte & Touche September 1987 - July 1990
Skills
Certified Public..., CPA, Trials, Workers Compensation, Legal Writing, Courts, Commercial Litigation, Mergers & Acquisitions, Personal Injury..., Civil Litigation, Insurance, Trusts, Litigation, Estate Planning, Criminal Law, Litigation Support, Mergers, Appeals, Torts, Arbitration, Mediation, Bankruptcy, Product Liability, Class Actions, Personal Injury, Insurance Law, Business Litigation, Breach Of Contract
Education
Rutgers University School of Law - Newark 1990 — 1993
Juris Doctor, Law
Yeshiva University 1984 — 1987
Bachelor of Science (B.S.), Accounting
JEC
Scranton
Scarinci Hollenbeck, LLC May 2007 - Present
Goldstein Ballen O'Rourke and Wildstein May 2004 - September 2006
Law Office of Kenneth H. Wind, P.A. May 2004 - September 2006
Sellar Richardson, P.C. September 2002 - May 2004
Rogut McCarthy, P.C. April 1998 - September 2002
Alpert & Levy, P.C. June 1994 - April 1998
KPMG Peat Marwick September 1993 - June 1994
Deloitte & Touche September 1987 - July 1990
Skills
Certified Public..., CPA, Trials, Workers Compensation, Legal Writing, Courts, Commercial Litigation, Mergers & Acquisitions, Personal Injury..., Civil Litigation, Insurance, Trusts, Litigation, Estate Planning, Criminal Law, Litigation Support, Mergers, Appeals, Torts, Arbitration, Mediation, Bankruptcy, Product Liability, Class Actions, Personal Injury, Insurance Law, Business Litigation, Breach Of Contract
Education
Rutgers University School of Law - Newark 1990 — 1993
Juris Doctor, Law
Yeshiva University 1984 — 1987
Bachelor of Science (B.S.), Accounting
JEC
Scranton
Ruth Fenton's KPMG Peat Marwick Experience December 1995 - November 1998
Job Job Seeker
Industry Accounting
Experience
Brooks Pharmacy May 2005 - September 2007
Spherion Atlantic Workforce LLC February 2005 - October 2005
Community College of RI September 2004 - February 2005
Daniel J. Ryan, LLC January 2002 - July 2004
Fleet Capital Leasing February 2000 - April 2001
Greysmith Staffing Company 1999 - 2000
Fleet Private Clients Group November 1998 - March 1999
KPMG Peat Marwick December 1995 - November 1998
Gardner, Sawyer, Gates & Sloan 1990 - December 1995
Leonard Accardo, Jr., Esq. 1987 - 1990
Skills
Microsoft 2007 and 2010..., QuickBooks 2013, Specialized training in..., Excellent Customer..., Highly detail oriented, Organized with a..., Strong written and..., Motivated by new..., Proven record of..., Strong work ethic, Critical thinker and..., Self-motivated Team..., Accounts Payable, Accounts Receivable, Trust Taxation, Broad professional..., Probate Paralegal, Administrative Assistant
Education
Rhode Island College 2011 — 2012
Accounting Major
Community College of Rhode Island 2010 — 2011
Associate's degree, Accounting, 3.54 GPA - High Honors
Brooks Pharmacy May 2005 - September 2007
Spherion Atlantic Workforce LLC February 2005 - October 2005
Community College of RI September 2004 - February 2005
Daniel J. Ryan, LLC January 2002 - July 2004
Fleet Capital Leasing February 2000 - April 2001
Greysmith Staffing Company 1999 - 2000
Fleet Private Clients Group November 1998 - March 1999
KPMG Peat Marwick December 1995 - November 1998
Gardner, Sawyer, Gates & Sloan 1990 - December 1995
Leonard Accardo, Jr., Esq. 1987 - 1990
Skills
Microsoft 2007 and 2010..., QuickBooks 2013, Specialized training in..., Excellent Customer..., Highly detail oriented, Organized with a..., Strong written and..., Motivated by new..., Proven record of..., Strong work ethic, Critical thinker and..., Self-motivated Team..., Accounts Payable, Accounts Receivable, Trust Taxation, Broad professional..., Probate Paralegal, Administrative Assistant
Education
Rhode Island College 2011 — 2012
Accounting Major
Community College of Rhode Island 2010 — 2011
Associate's degree, Accounting, 3.54 GPA - High Honors
Ray Kaden's KPMG Peat Marwick Experience June 1967 - September 1973
Job
Industry Hospital & Health Care
Experience
Kaden Arnone Inc September 1978 - September 1994
CentraState Medical Center 1973 - 1978
KPMG Peat Marwick June 1967 - September 1973
Skills
Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 1962 — 1966
Bachelor of Business Administration (BBA), Accounting and Finance
Kaden Arnone Inc September 1978 - September 1994
CentraState Medical Center 1973 - 1978
KPMG Peat Marwick June 1967 - September 1973
Skills
Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 1962 — 1966
Bachelor of Business Administration (BBA), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY