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
Ainsley Pierce Ainsley Pierce's KPMG Peat Marwick Experience 1999 - September 2011
Job Talent Acquisition Manager at OneSource Virtual
Industry Human Resources
Experience
OneSource Virtual February 2015 - Present
Hewlett-Packard October 2011 - November 2014
KPMG Peat Marwick 1999 - September 2011
BearingPoint- Formerly KPMG Consulting January 2005 - November 2007
KPMG October 1999 - November 2005
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Recruiting, Benefits Negotiation, Team Management, Sourcing, Management, Big 4, SDLC, CRM, PeopleSoft, Talent Management, Executive Search, Full-cycle Recruiting, Client Relationship..., Salary Negotiation, Onboarding, Direct Sourcing, Information Security, Computer Security, Social Networking, Internet Security
Education
Southern Methodist University
Bachelor of Arts (BA)
Hollins College
OneSource Virtual February 2015 - Present
Hewlett-Packard October 2011 - November 2014
KPMG Peat Marwick 1999 - September 2011
BearingPoint- Formerly KPMG Consulting January 2005 - November 2007
KPMG October 1999 - November 2005
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Recruiting, Benefits Negotiation, Team Management, Sourcing, Management, Big 4, SDLC, CRM, PeopleSoft, Talent Management, Executive Search, Full-cycle Recruiting, Client Relationship..., Salary Negotiation, Onboarding, Direct Sourcing, Information Security, Computer Security, Social Networking, Internet Security
Education
Southern Methodist University
Bachelor of Arts (BA)
Hollins College
Mindy Shafer Mindy Shafer's KPMG Peat Marwick Experience August 1991 - September 1997
Job Private Mortgage Banking Manager at Wells Fargo Home Mortgage NMLSR 400429
Industry Banking
Experience
Wells Fargo Home Mortgage August 2002 - Present
The Munie Company September 1997 - May 2001
KPMG Peat Marwick August 1991 - September 1997
Skills
Coaching, Mortgage Lending, Recruiting, Talent Management, Residential Mortgages, Loans, Credit, Financial Analysis, Banking, Credit Analysis, Accounting, Strategic Financial..., Risk Management, Mortgage Banking, Financial Reporting, Auditing, Finance, Financial Modeling, Underwriting, Leadership, Financial Services, Executive Management, Mergers & Acquisitions, Due Diligence, Commercial Lending, Cash Management, Loan Origination, Credit Risk, Portfolio Management, Investments, Team Leadership, Talent Acquisition
Education
Southern Illinois University, Carbondale 1987 — 1991
B.S., Accounting
Champaign Centennial High School 1983 — 1987
H.S. Diploma, General
Wells Fargo Home Mortgage August 2002 - Present
The Munie Company September 1997 - May 2001
KPMG Peat Marwick August 1991 - September 1997
Skills
Coaching, Mortgage Lending, Recruiting, Talent Management, Residential Mortgages, Loans, Credit, Financial Analysis, Banking, Credit Analysis, Accounting, Strategic Financial..., Risk Management, Mortgage Banking, Financial Reporting, Auditing, Finance, Financial Modeling, Underwriting, Leadership, Financial Services, Executive Management, Mergers & Acquisitions, Due Diligence, Commercial Lending, Cash Management, Loan Origination, Credit Risk, Portfolio Management, Investments, Team Leadership, Talent Acquisition
Education
Southern Illinois University, Carbondale 1987 — 1991
B.S., Accounting
Champaign Centennial High School 1983 — 1987
H.S. Diploma, General
Pamela Smithers Pamela Smithers's KPMG Peat Marwick Experience 1984 - 1986
Job Natural Resource Management
Industry Environmental Services
Experience
UCCE Sonoma County- Russian River Coho Salmon Monitoring Program August 2013 - October 2013
Pamela Smithers 1986 - 2009
KPMG Peat Marwick 1984 - 1986
Skills
Data Collection, Financial Reporting, Tax Preparation, Business Strategy, Marketing Strategy, Event Planning, Leadership, Management, Sales, Marketing, Microsoft Word, Fundraising
Education
University of Illinois at Urbana-Champaign 1972 — 1975
Psychology
San Francisco State University 1978 — 1984
Bachelor's Degree, Accounting and Finance
Santa Rosa Junior College 2009 — 2013
Natural Resources Management and Policy
UCCE Sonoma County- Russian River Coho Salmon Monitoring Program August 2013 - October 2013
Pamela Smithers 1986 - 2009
KPMG Peat Marwick 1984 - 1986
Skills
Data Collection, Financial Reporting, Tax Preparation, Business Strategy, Marketing Strategy, Event Planning, Leadership, Management, Sales, Marketing, Microsoft Word, Fundraising
Education
University of Illinois at Urbana-Champaign 1972 — 1975
Psychology
San Francisco State University 1978 — 1984
Bachelor's Degree, Accounting and Finance
Santa Rosa Junior College 2009 — 2013
Natural Resources Management and Policy
Stacy Rodriguez Stacy Rodriguez's KPMG Peat Marwick Experience 1988 - 1990
Job President, Raven Entertainment LLC
Industry Entertainment
Experience
Raven Entertainment LLC January 2007 - Present
Valerio & Raimondi LLP January 2004 - Present
KPMG Peat Marwick 1988 - 1990
Skills
Event Planning, Bodypaint, Microsoft Excel, Microsoft Word, Balloons, Parties, Customer Service, Microsoft Office, Magicians, Painting, Entertainment
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
B.S., Accounting
Raven Entertainment LLC January 2007 - Present
Valerio & Raimondi LLP January 2004 - Present
KPMG Peat Marwick 1988 - 1990
Skills
Event Planning, Bodypaint, Microsoft Excel, Microsoft Word, Balloons, Parties, Customer Service, Microsoft Office, Magicians, Painting, Entertainment
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
B.S., Accounting
E Kellie Ryan's KPMG Peat Marwick Experience 1985 - 1992
Job Senior Manager, Emerging Technologies at EY
Industry Information Technology and Services
Experience
IBM (Formerly PWC Consulting) 1998 - 2009
KPMG Consulting 1997 - 1998
EK Ryan & Associates 1993 - 1997
Tollycraft Yachts 1992 - 1993
KPMG Peat Marwick 1985 - 1992
Skills
Business Transformation, IT Strategy, Business Process..., Management Consulting, ERP, Integration, SAP, Program Management, Outsourcing, Requirements Analysis, IT Management, Proposal Leadership, Project Management, Enterprise Software, Business Analysis, Change Management, Cross-functional Team..., Strategic Planning, Business Process, Business Process Design, Enterprise Architecture, Start-ups, Analysis, SAP Implementation, Business Development, Business Intelligence, PMO, Mergers & Acquisitions, Project Portfolio..., Solution Architecture, Leadership, Software Project..., PMP, SAP R/3, Business Process..., SAP ERP
Education
Canadian Institute of Chartered Accountants 1985 — 1988
CA, Accounting, Audit, Tax
Simon Fraser University 1982 — 1985
BBA, Finance, Technology
IBM (Formerly PWC Consulting) 1998 - 2009
KPMG Consulting 1997 - 1998
EK Ryan & Associates 1993 - 1997
Tollycraft Yachts 1992 - 1993
KPMG Peat Marwick 1985 - 1992
Skills
Business Transformation, IT Strategy, Business Process..., Management Consulting, ERP, Integration, SAP, Program Management, Outsourcing, Requirements Analysis, IT Management, Proposal Leadership, Project Management, Enterprise Software, Business Analysis, Change Management, Cross-functional Team..., Strategic Planning, Business Process, Business Process Design, Enterprise Architecture, Start-ups, Analysis, SAP Implementation, Business Development, Business Intelligence, PMO, Mergers & Acquisitions, Project Portfolio..., Solution Architecture, Leadership, Software Project..., PMP, SAP R/3, Business Process..., SAP ERP
Education
Canadian Institute of Chartered Accountants 1985 — 1988
CA, Accounting, Audit, Tax
Simon Fraser University 1982 — 1985
BBA, Finance, Technology
Chris Scherer Chris Scherer's KPMG Peat Marwick Experience 1986 - 1990
Job President at Oregon Manufacturing Extension Partnership (OMEP)
Industry Management Consulting
Experience
Oregon Manufacturing Extension Partnership (OMEP) January 2004 - Present
CS Projects LLC 2001 - 2004
Portland Family Entertainment, LLP 2001 - 2002
Portland Development Commission February 1996 - May 2000
KPMG Peat Marwick 1986 - 1990
Skills
Strategy, Management, Analysis, Strategic Planning, Process Improvement, Leadership, Consulting, Financial Analysis, Lean Manufacturing, Budgets, Manufacturing, Business Strategy, Negotiation, Business Analysis, Finance
Education
San Jose State University 1982 — 1984
MBA, Business
University of Vermont 1972 — 1976
Bachelor of Arts (B.A.)
Oregon Manufacturing Extension Partnership (OMEP) January 2004 - Present
CS Projects LLC 2001 - 2004
Portland Family Entertainment, LLP 2001 - 2002
Portland Development Commission February 1996 - May 2000
KPMG Peat Marwick 1986 - 1990
Skills
Strategy, Management, Analysis, Strategic Planning, Process Improvement, Leadership, Consulting, Financial Analysis, Lean Manufacturing, Budgets, Manufacturing, Business Strategy, Negotiation, Business Analysis, Finance
Education
San Jose State University 1982 — 1984
MBA, Business
University of Vermont 1972 — 1976
Bachelor of Arts (B.A.)
Doug Minnick's KPMG Peat Marwick Experience 1996 - 1996
Job Partner at Discovery Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
Discovery Capital Management, LLC August 2013 - Present
Traxxas August 2011 - August 2013
Xtreme Collision Repair March 2011 - August 2011
Pizza Hut February 2007 - March 2011
Yum! Restaurants International September 2002 - February 2007
Axion Corporation April 2001 - September 2002
Nortel Networks 1999 - 2001
Nortel Networks 1997 - 1999
Open Connect Systems 1997 - 1997
KPMG Peat Marwick 1996 - 1996
Skills
Management, Team Leadership, Leadership, Start-ups, Team Building, Project Management, Business Development, Customer Service, Enterprise Software, Cross-functional Team..., POS, Marketing, Software Development, Budgets, Strategic Planning, Process Improvement, Program Management, Strategy, Human Resources, Business Planning, Management Consulting, Agile Methodologies, Java, Team Management, Time Management, IT Strategy, Consulting, Marketing Strategy, Vendor Management, New Business Development, Integration, Sales Management, Training, Quality Assurance, Inventory Management, Analysis, Business Analysis, Enterprise Architecture, IT Management, Technical Support, Scrum
Education
Slippery Rock University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Computer Science
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2009
Organizational Leadership
Discovery Capital Management, LLC August 2013 - Present
Traxxas August 2011 - August 2013
Xtreme Collision Repair March 2011 - August 2011
Pizza Hut February 2007 - March 2011
Yum! Restaurants International September 2002 - February 2007
Axion Corporation April 2001 - September 2002
Nortel Networks 1999 - 2001
Nortel Networks 1997 - 1999
Open Connect Systems 1997 - 1997
KPMG Peat Marwick 1996 - 1996
Skills
Management, Team Leadership, Leadership, Start-ups, Team Building, Project Management, Business Development, Customer Service, Enterprise Software, Cross-functional Team..., POS, Marketing, Software Development, Budgets, Strategic Planning, Process Improvement, Program Management, Strategy, Human Resources, Business Planning, Management Consulting, Agile Methodologies, Java, Team Management, Time Management, IT Strategy, Consulting, Marketing Strategy, Vendor Management, New Business Development, Integration, Sales Management, Training, Quality Assurance, Inventory Management, Analysis, Business Analysis, Enterprise Architecture, IT Management, Technical Support, Scrum
Education
Slippery Rock University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Computer Science
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2009
Organizational Leadership
Cheryl Marszalek - Niebeling CPA (Inactive) Cheryl Marszalek - Niebeling CPA (Inactive)'s KPMG Peat Marwick Experience 1987 - 1990
Job International Finance Manager at Seafood Resources International, Inc
Industry Accounting
Experience
ADC Telecommunications Inc. 1995 - 2002
Donaldson 1992 - 1995
KPMG Peat Marwick 1987 - 1990
Skills
Financial Analysis, Forecasting, Auditing, Accounting, Internal Audit, Internal Controls, US GAAP, Transfer Pricing, NAFTA, Chapter 13 Bankruptcy, Investor Relations, Covenant Compliance, GAAP, Managerial Finance, Sarbanes-Oxley Act
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Business
College of St. Catherine 1983 — 1987
Bachelor of Arts (B.A.), Accounting and Business/Management
ADC Telecommunications Inc. 1995 - 2002
Donaldson 1992 - 1995
KPMG Peat Marwick 1987 - 1990
Skills
Financial Analysis, Forecasting, Auditing, Accounting, Internal Audit, Internal Controls, US GAAP, Transfer Pricing, NAFTA, Chapter 13 Bankruptcy, Investor Relations, Covenant Compliance, GAAP, Managerial Finance, Sarbanes-Oxley Act
Education
Thunderbird School of Global Management 1990 — 1991
MBA, International Business
College of St. Catherine 1983 — 1987
Bachelor of Arts (B.A.), Accounting and Business/Management
Kayla Edwards Kayla Edwards's KPMG Peat Marwick Experience August 1991 - December 1992
Job Director of Client Services at Express Employment Professionals
Industry Staffing and Recruiting
Experience
Express Employment Professionals June 1994 - Present
Hartmann January 1993 - December 1993
KPMG Peat Marwick August 1991 - December 1992
Skills
Temporary Staffing, Staffing Services, Talent Acquisition, Applicant Tracking..., Temporary Placement, Interviews, Recruiting, College Recruiting, Account Management, Human Resources, Technical Recruiting, Sourcing, Job Fairs, Contract Recruitment, Permanent Placement, Leadership Development, Hiring, Sales, Executive Search, Cold Calling, Employee Benefits, Internet Recruiting, Workers Compensation, New Hire Orientations, Training, Employee Relations, Recruitment Advertising, Talent Management, Onboarding, Resume Writing, Coaching, Background Checks, Business Networking, Employee Training, Interview Preparation, Job Coaching, Leadership, Performance Management, Screening, Screening Resumes, Building Relationships, Payroll, Reference Checking, HRIS
Education
Sandler Sales Institute 2003 — 2004
Sales, Selling Skills and Sales Operations
Southern Illinois University, Carbondale 1987 — 1991
Bachelor of Science, Accounting
Express Employment Professionals June 1994 - Present
Hartmann January 1993 - December 1993
KPMG Peat Marwick August 1991 - December 1992
Skills
Temporary Staffing, Staffing Services, Talent Acquisition, Applicant Tracking..., Temporary Placement, Interviews, Recruiting, College Recruiting, Account Management, Human Resources, Technical Recruiting, Sourcing, Job Fairs, Contract Recruitment, Permanent Placement, Leadership Development, Hiring, Sales, Executive Search, Cold Calling, Employee Benefits, Internet Recruiting, Workers Compensation, New Hire Orientations, Training, Employee Relations, Recruitment Advertising, Talent Management, Onboarding, Resume Writing, Coaching, Background Checks, Business Networking, Employee Training, Interview Preparation, Job Coaching, Leadership, Performance Management, Screening, Screening Resumes, Building Relationships, Payroll, Reference Checking, HRIS
Education
Sandler Sales Institute 2003 — 2004
Sales, Selling Skills and Sales Operations
Southern Illinois University, Carbondale 1987 — 1991
Bachelor of Science, Accounting
Scott Gregory Scott Gregory's KPMG Peat Marwick Experience May 2002 - June 2003
Job PwC – Tax Partner
Industry Accounting
Experience
PwC July 2003 - Present
KPMG Peat Marwick May 2002 - June 2003
Arthur Andersen LLP September 1997 - May 2002
Occidental Petroleum Corporation August 1995 - September 1997
Skills
Tax, US Tax, Tax Accounting, Corporate Tax, International Tax, Tax Law, Accounting, CPA, Income Tax, Due Diligence, Tax Research, Mergers, Tax Advisory, Partnership Taxation, Restructuring, Mergers & Acquisitions
Education
Southern Methodist University Dedman School of Law 1987 — 1990
J.D., Law
University of Iowa 1983 — 1987
B.B.A., Accounting
PwC July 2003 - Present
KPMG Peat Marwick May 2002 - June 2003
Arthur Andersen LLP September 1997 - May 2002
Occidental Petroleum Corporation August 1995 - September 1997
Skills
Tax, US Tax, Tax Accounting, Corporate Tax, International Tax, Tax Law, Accounting, CPA, Income Tax, Due Diligence, Tax Research, Mergers, Tax Advisory, Partnership Taxation, Restructuring, Mergers & Acquisitions
Education
Southern Methodist University Dedman School of Law 1987 — 1990
J.D., Law
University of Iowa 1983 — 1987
B.B.A., Accounting
Judy Logan Judy Logan's KPMG Peat Marwick Experience January 1986 - January 1989
Job Financial Consultant at Catholic Finance Corporation
Industry Financial Services
Experience
Catholic Finance Corporation September 2011 - Present
St. Jude of the Lake January 2007 - June 2011
Self Employed January 1997 - December 2006
Deluxe Corporation January 1989 - January 1997
KPMG Peat Marwick January 1986 - January 1989
Skills
Accounting, Account Reconciliation, Budgets, Internal Controls, Strategic Planning, Finance, Internal Audit, Microsoft Excel, Financial Analysis, Public Speaking, Leadership, Customer Service
Education
St. Cloud State University 1982 — 1986
Bachelor of Science, Accounting
Catholic Finance Corporation September 2011 - Present
St. Jude of the Lake January 2007 - June 2011
Self Employed January 1997 - December 2006
Deluxe Corporation January 1989 - January 1997
KPMG Peat Marwick January 1986 - January 1989
Skills
Accounting, Account Reconciliation, Budgets, Internal Controls, Strategic Planning, Finance, Internal Audit, Microsoft Excel, Financial Analysis, Public Speaking, Leadership, Customer Service
Education
St. Cloud State University 1982 — 1986
Bachelor of Science, Accounting
Phil Sinclair Phil Sinclair's KPMG Peat Marwick Experience September 1984 - June 1988
Job Owner, Phillip G. Sinclair, CPA
Industry Accounting
Experience
Phillip G. Sinclair, CPA September 1991 - Present
Burnside & Rishebarger, CPAs June 1988 - September 1991
KPMG Peat Marwick September 1984 - June 1988
Handy Dan Home Improvement September 1983 - September 1984
First Federal Savings and Loan June 1981 - September 1983
Skills
CPA, Accounting, Corporate Tax, GAAP, General Ledger, QuickBooks, Tax, Financial Reporting, Bookkeeping, Financial Analysis, Budgets, Accounts Payable, Cash Flow, Auditing, Financial Accounting, Cash Management, Tax Preparation, Sales Tax, Tax Returns, Income Tax, Tax Accounting, Accounts Receivable, Due Diligence, Strategic Financial..., Partnership Taxation, Financial Statements, Tax Research, Fixed Assets, Financial Planning, S Corporations, Accountants, Payroll Taxes, IRS, Tax Advisory, Peachtree, oil and gas accounting
Education
St. Mary's University 1977 — 1981
BBA, Accounting
Robert E. Lee High School, Houston, TX 1973 — 1977
High School Diploma
Phillip G. Sinclair, CPA September 1991 - Present
Burnside & Rishebarger, CPAs June 1988 - September 1991
KPMG Peat Marwick September 1984 - June 1988
Handy Dan Home Improvement September 1983 - September 1984
First Federal Savings and Loan June 1981 - September 1983
Skills
CPA, Accounting, Corporate Tax, GAAP, General Ledger, QuickBooks, Tax, Financial Reporting, Bookkeeping, Financial Analysis, Budgets, Accounts Payable, Cash Flow, Auditing, Financial Accounting, Cash Management, Tax Preparation, Sales Tax, Tax Returns, Income Tax, Tax Accounting, Accounts Receivable, Due Diligence, Strategic Financial..., Partnership Taxation, Financial Statements, Tax Research, Fixed Assets, Financial Planning, S Corporations, Accountants, Payroll Taxes, IRS, Tax Advisory, Peachtree, oil and gas accounting
Education
St. Mary's University 1977 — 1981
BBA, Accounting
Robert E. Lee High School, Houston, TX 1973 — 1977
High School Diploma
Dan Viren Dan Viren's KPMG Peat Marwick Experience 1984 - 1988
Job Consultant Mergers & Acquisitions
Industry Accounting
Experience
Daniel Viren Consulting September 2009 - 2013
R G Barry Corporation December 1988 - September 2009
Metatec International 1999 - 2000
KPMG Peat Marwick 1984 - 1988
Skills
Forecasting, Negotiation, Strategic Planning, Mergers & Acquisitions, Financial Reporting, Budgets, Strategy, Leadership, Finance, Auditing, Financial Analysis, Corporate Finance, Management, Accounting, Restructuring
Education
St. Ambrose University 1970 — 1973
BA Accounting, Accounting
Daniel Viren Consulting September 2009 - 2013
R G Barry Corporation December 1988 - September 2009
Metatec International 1999 - 2000
KPMG Peat Marwick 1984 - 1988
Skills
Forecasting, Negotiation, Strategic Planning, Mergers & Acquisitions, Financial Reporting, Budgets, Strategy, Leadership, Finance, Auditing, Financial Analysis, Corporate Finance, Management, Accounting, Restructuring
Education
St. Ambrose University 1970 — 1973
BA Accounting, Accounting
Stephanie Barger Stephanie Barger's KPMG Peat Marwick Experience 1989 - 1992
Job Founder & Executive Director at U.S. Zero Waste Business Council
Industry Environmental Services
Experience
U.S. Zero Waste Business Council November 2011 - Present
Earth Resource Foundation January 2000 - Present
KPMG Peat Marwick 1989 - 1992
Skills
Environmental Awareness, Sustainable Energy, Non-profits, Green, Sustainability, Public Speaking, Sustainable Business, Energy, Nonprofits, Environmental Education, Project Management, Cleantech, Research, Green Technology, Corporate Social..., Recycling, Proposal Writing, Community Outreach, Fundraising, Renewable Energy, Waste Management, Community Development, Social Entrepreneurship, Sustainability..., Waste, Zero Waste, Environmental Policy, Climate Change, Energy Efficiency, Public Relations, Environmental Issues, Sustainable Development, Environmental..., Start-ups, Policy, Business Development, Event Planning, Green Building, Public Policy, Marketing, Strategic Planning, Solar Energy, Alternative Energy, Environmental Science, Grant Writing, Entrepreneurship, Management, Team Building, Green Living, Waste to Energy
Education
San Diego State University-California State University 1986 — 1988
San Diego State University-California State University
Bachelor of Sience in Business Administration emphasis accounting, Accounting and Business/Management
U.S. Zero Waste Business Council November 2011 - Present
Earth Resource Foundation January 2000 - Present
KPMG Peat Marwick 1989 - 1992
Skills
Environmental Awareness, Sustainable Energy, Non-profits, Green, Sustainability, Public Speaking, Sustainable Business, Energy, Nonprofits, Environmental Education, Project Management, Cleantech, Research, Green Technology, Corporate Social..., Recycling, Proposal Writing, Community Outreach, Fundraising, Renewable Energy, Waste Management, Community Development, Social Entrepreneurship, Sustainability..., Waste, Zero Waste, Environmental Policy, Climate Change, Energy Efficiency, Public Relations, Environmental Issues, Sustainable Development, Environmental..., Start-ups, Policy, Business Development, Event Planning, Green Building, Public Policy, Marketing, Strategic Planning, Solar Energy, Alternative Energy, Environmental Science, Grant Writing, Entrepreneurship, Management, Team Building, Green Living, Waste to Energy
Education
San Diego State University-California State University 1986 — 1988
San Diego State University-California State University
Bachelor of Sience in Business Administration emphasis accounting, Accounting and Business/Management
John Abel John Abel's KPMG Peat Marwick Experience May 1994 - October 1996
Job Sr. Vice President IT at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems August 2013 - Present
Hitachi Data Systems October 2008 - August 2013
Symantec December 2005 - October 2008
JDS Uniphase 2001 - 2005
KPMG Consulting 1996 - 2001
KPMG Peat Marwick May 1994 - October 1996
BNFL August 1991 - May 1994
Skills
Vendor Management, Management, Cloud Computing, Program Management, Data Center, Information Technology, Storage, Data Warehousing, IT Strategy, Cross-functional Team..., Business Intelligence, Enterprise Architecture, ITIL, Enterprise Software, ERP, Budgets, SaaS, Professional Services, Oracle CRM, Oracle E-Business Suite, Integration, Solution Architecture, Security, Product Management, Business Process, IT Service Management, IT Management, Leadership, Team Leadership, Software Development, Unix, Disaster Recovery, Virtualization, Agile Methodologies, Solution Selling, SOA, Change Management, ERP Oracle, Software Project..., IT Operations, Outsourcing, Managed Services, Process Improvement, Business Continuity, Project Portfolio..., SDLC, Governance, Requirements Analysis, CRM, Business Analysis
Education
Staffordshire University 1987 — 1991
Bachelor of Science (B.Sc.)
University of California, Berkeley, Haas School of Business
Hitachi Data Systems August 2013 - Present
Hitachi Data Systems October 2008 - August 2013
Symantec December 2005 - October 2008
JDS Uniphase 2001 - 2005
KPMG Consulting 1996 - 2001
KPMG Peat Marwick May 1994 - October 1996
BNFL August 1991 - May 1994
Skills
Vendor Management, Management, Cloud Computing, Program Management, Data Center, Information Technology, Storage, Data Warehousing, IT Strategy, Cross-functional Team..., Business Intelligence, Enterprise Architecture, ITIL, Enterprise Software, ERP, Budgets, SaaS, Professional Services, Oracle CRM, Oracle E-Business Suite, Integration, Solution Architecture, Security, Product Management, Business Process, IT Service Management, IT Management, Leadership, Team Leadership, Software Development, Unix, Disaster Recovery, Virtualization, Agile Methodologies, Solution Selling, SOA, Change Management, ERP Oracle, Software Project..., IT Operations, Outsourcing, Managed Services, Process Improvement, Business Continuity, Project Portfolio..., SDLC, Governance, Requirements Analysis, CRM, Business Analysis
Education
Staffordshire University 1987 — 1991
Bachelor of Science (B.Sc.)
University of California, Berkeley, Haas School of Business
Paul Wainman Paul Wainman's KPMG Peat Marwick Experience 1987 - 1993
Job Strategic and Financial Leadership
Industry Consumer Goods
Experience
PRW Strategic & Financial Consulting 2015 - Present
ImmuCell Corporation 2014 - Present
Kleinfeld Paper 2013 - 2015
William Arthur Subsidiary Hallmark Cards 2005 - 2012
Image Arts Subsidiary Hallmark Cards 1998 - 2004
FAD Holdings, Inc 1994 - 1998
Fine Art Developments plc 1993 - 1994
KPMG Peat Marwick 1987 - 1993
Skills
Strategic Planning, Financial Planning, Financial Analysis, Financial Reporting, Business Strategy, Business Management, Operations Management, Chartered Accountant, Employee Engagement, Non-profits, Problem Solving, Profit & Loss Management, Greeting Cards, Stationery, Decision Making, Integrity, Strong Business Acumen, Strategic Partnerships, Licensing, Strategic Financial..., Management, Income Statement, Nonprofits, Forecasting, Product Development, Consumer Products, Team Building, P&L Management, Inventory Management, Cross-functional Team..., Account Management, New Business Development, Brand Development, Marketing Strategy, Merchandising, Marketing, Retail, Sales, Fundraising, Business Planning, Competitive Analysis, Start-ups, Brand Management, Trade Shows, E-commerce, Pricing, Digital Strategy, Direct Marketing, Market Planning, Marketing Management
Education
Sheffield Hallam University 1983 — 1987
BA (Hons), Accounting & Financial Control, 1st Class
PRW Strategic & Financial Consulting 2015 - Present
ImmuCell Corporation 2014 - Present
Kleinfeld Paper 2013 - 2015
William Arthur Subsidiary Hallmark Cards 2005 - 2012
Image Arts Subsidiary Hallmark Cards 1998 - 2004
FAD Holdings, Inc 1994 - 1998
Fine Art Developments plc 1993 - 1994
KPMG Peat Marwick 1987 - 1993
Skills
Strategic Planning, Financial Planning, Financial Analysis, Financial Reporting, Business Strategy, Business Management, Operations Management, Chartered Accountant, Employee Engagement, Non-profits, Problem Solving, Profit & Loss Management, Greeting Cards, Stationery, Decision Making, Integrity, Strong Business Acumen, Strategic Partnerships, Licensing, Strategic Financial..., Management, Income Statement, Nonprofits, Forecasting, Product Development, Consumer Products, Team Building, P&L Management, Inventory Management, Cross-functional Team..., Account Management, New Business Development, Brand Development, Marketing Strategy, Merchandising, Marketing, Retail, Sales, Fundraising, Business Planning, Competitive Analysis, Start-ups, Brand Management, Trade Shows, E-commerce, Pricing, Digital Strategy, Direct Marketing, Market Planning, Marketing Management
Education
Sheffield Hallam University 1983 — 1987
BA (Hons), Accounting & Financial Control, 1st Class
Eric Lopaty Eric Lopaty's KPMG Peat Marwick Experience 1995 - 1998
Job Independent Software Consultant
Industry Information Technology and Services
Experience
iProfessional February 2015 - Present
Everest National Insurance Company June 2014 - November 2014
R2K August 2008 - April 2014
Morgan Stanley April 2001 - May 2008
Self - Employed February 1998 - April 2001
KPMG Peat Marwick 1995 - 1998
Spantech Software 1990 - 1995
Integrated Computer Systems 1985 - 1990
Rapid Parts 1984 - 1985
Skills
C#, SQL Server, .NET, VB.NET, Visual Studio, XML, Visual Basic, SQL, T-SQL, Sybase, ADO.NET, WinForms, Databases, Application Development, Software Development, Microsoft SQL Server, SOA, Windows, Software Project..., SDLC, Web Services, CRM, Oracle, Requirements Analysis
Education
State University of New York College at Brockport 1982 — 1984
BS
Stony Brook University 1979 — 1982
iProfessional February 2015 - Present
Everest National Insurance Company June 2014 - November 2014
R2K August 2008 - April 2014
Morgan Stanley April 2001 - May 2008
Self - Employed February 1998 - April 2001
KPMG Peat Marwick 1995 - 1998
Spantech Software 1990 - 1995
Integrated Computer Systems 1985 - 1990
Rapid Parts 1984 - 1985
Skills
C#, SQL Server, .NET, VB.NET, Visual Studio, XML, Visual Basic, SQL, T-SQL, Sybase, ADO.NET, WinForms, Databases, Application Development, Software Development, Microsoft SQL Server, SOA, Windows, Software Project..., SDLC, Web Services, CRM, Oracle, Requirements Analysis
Education
State University of New York College at Brockport 1982 — 1984
BS
Stony Brook University 1979 — 1982
Cindy Lemma Cindy Lemma's KPMG Peat Marwick Experience 1987 - 1991
Job Director of Finance at Restoration Robotiics
Industry Medical Devices
Experience
Restoration Robotics September 2012 - Present
Beachhead Solutions October 2009 - September 2012
Backgate Designs, Inc. February 2009 - 2012
Creative Brands Group September 2003 - 2012
Consultant 1991 - 2003
KPMG Peat Marwick 1987 - 1991
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, Start-ups, Managerial Finance, Strategic Financial..., Finance, Cross-functional Team..., Process Improvement, Mergers & Acquisitions, Due Diligence, Financial Modeling, Budgets, SAP, Business Planning, Leadership, Program Management, Management, Strategic Planning
Education
Santa Clara University - Leavey School of Business 1983 — 1987
BS Commerce, Accounting
Restoration Robotics September 2012 - Present
Beachhead Solutions October 2009 - September 2012
Backgate Designs, Inc. February 2009 - 2012
Creative Brands Group September 2003 - 2012
Consultant 1991 - 2003
KPMG Peat Marwick 1987 - 1991
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, Start-ups, Managerial Finance, Strategic Financial..., Finance, Cross-functional Team..., Process Improvement, Mergers & Acquisitions, Due Diligence, Financial Modeling, Budgets, SAP, Business Planning, Leadership, Program Management, Management, Strategic Planning
Education
Santa Clara University - Leavey School of Business 1983 — 1987
BS Commerce, Accounting
Joanne Zwerger, CPA Joanne Zwerger, CPA's KPMG Peat Marwick Experience September 1990 - April 1994
Job Vice President at AXA Equitable
Industry Insurance
Experience
AXA Equitable March 2005 - Present
KENRICK CORPORATION August 2003 - March 2005
PEARCE MEMORIAL CHURCH July 2002 - August 2003
Roberts Wesleyan College July 2002 - May 2003
Paychex, Inc September 2001 - July 2002
Paychex, Inc. November 1999 - September 2001
Paychex Retirement Services October 1997 - November 1999
Paychex, Inc. July 1994 - October 1997
KPMG Peat Marwick September 1990 - April 1994
Skills
Financial Analysis, Process Improvement, Employee Benefits, Human Resources, Accounting, Benefits Administration, Insurance, Vendor Management, Strategic Financial..., Internal Controls, Auditing, Financial Reporting, Internal Audit, Training, Sarbanes-Oxley, Finance, Analysis, Forecasting, Strategic Planning, GAAP, Payroll, Change Management, Tax, Variance Analysis, Financial Statements, Management, Managerial Finance, Budgets, Executive Management, Investments, Account Reconciliation, Banking, SEC filings, Program Management, Financial Risk, Team Building, Due Diligence, Sarbanes-Oxley Act
Education
SUNY Plattsburgh 1987 — 1990
BS, Accounting
Adirondack Community College
AAS, Business Administration
AXA Equitable March 2005 - Present
KENRICK CORPORATION August 2003 - March 2005
PEARCE MEMORIAL CHURCH July 2002 - August 2003
Roberts Wesleyan College July 2002 - May 2003
Paychex, Inc September 2001 - July 2002
Paychex, Inc. November 1999 - September 2001
Paychex Retirement Services October 1997 - November 1999
Paychex, Inc. July 1994 - October 1997
KPMG Peat Marwick September 1990 - April 1994
Skills
Financial Analysis, Process Improvement, Employee Benefits, Human Resources, Accounting, Benefits Administration, Insurance, Vendor Management, Strategic Financial..., Internal Controls, Auditing, Financial Reporting, Internal Audit, Training, Sarbanes-Oxley, Finance, Analysis, Forecasting, Strategic Planning, GAAP, Payroll, Change Management, Tax, Variance Analysis, Financial Statements, Management, Managerial Finance, Budgets, Executive Management, Investments, Account Reconciliation, Banking, SEC filings, Program Management, Financial Risk, Team Building, Due Diligence, Sarbanes-Oxley Act
Education
SUNY Plattsburgh 1987 — 1990
BS, Accounting
Adirondack Community College
AAS, Business Administration
Paul Allen JrCPA CIA CFE CFS CICS&P CISA CCEP FCPA CrFA, TAS Paul Allen JrCPA CIA CFE CFS CICS&P CISA CCEP FCPA CrFA, TAS's KPMG Peat Marwick Experience 1996 - 1998
Job Audit, Compliance & Investigations Leader
Industry Industrial Automation
Experience
ABB July 2014 - Present
Quintiles Transnational 2007 - July 2014
International Business Machines 2004 - 2007
Colgate Palmolive Company 2000 - 2004
Young and Rubicam, Inc 1999 - 2000
The New York Times 1998 - 1999
KPMG Peat Marwick 1996 - 1998
Skills
Internal Controls, SOX, US GAAP, Internal Audit, Forensic Accounting, Fraud Investigations, Compliance Audits, Ethics, FCPA, Business Ethics, Internal Investigations, Corruption, Anti-corruption, Auditing, Risk Assessment, Business Process, COSO, Accounting, CPA, Certified Fraud Examiner, Corporate Governance, Due Diligence, Enterprise Risk..., External Audit, Finance, Financial Accounting, Financial Audits, Financial Risk, Forensic Analysis, Fraud, IT Audit, Leadership, Policy, Quality Auditing, Process Improvement, Risk Management, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science, Accounting
Derby High School 1987 — 1991
Utica College
Forensic Crime Investigator Certificate, Fraud and Forensics
ABB July 2014 - Present
Quintiles Transnational 2007 - July 2014
International Business Machines 2004 - 2007
Colgate Palmolive Company 2000 - 2004
Young and Rubicam, Inc 1999 - 2000
The New York Times 1998 - 1999
KPMG Peat Marwick 1996 - 1998
Skills
Internal Controls, SOX, US GAAP, Internal Audit, Forensic Accounting, Fraud Investigations, Compliance Audits, Ethics, FCPA, Business Ethics, Internal Investigations, Corruption, Anti-corruption, Auditing, Risk Assessment, Business Process, COSO, Accounting, CPA, Certified Fraud Examiner, Corporate Governance, Due Diligence, Enterprise Risk..., External Audit, Finance, Financial Accounting, Financial Audits, Financial Risk, Forensic Analysis, Fraud, IT Audit, Leadership, Policy, Quality Auditing, Process Improvement, Risk Management, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science, Accounting
Derby High School 1987 — 1991
Utica College
Forensic Crime Investigator Certificate, Fraud and Forensics
Davis Bradford's KPMG Peat Marwick Experience June 1995 - June 1996
Job Practice Area Lead, Finance & Performance Solutions at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting February 2013 - Present
ArtCorps May 2011 - Present
KPMG October 2011 - February 2013
KPMG LLP October 2006 - September 2011
Skidmore College October 2004 - June 2010
KPMG July 2000 - October 2006
KPMG September 1996 - June 2000
KPMG Peat Marwick June 1995 - June 1996
Skills
Strategy, Consolidation, Financial Analysis, Management Consulting, Accounting, Finance, Business Transformation, Process Improvement, Business Process..., Business Process Design, Program Management, Monthly Close Process, Finance Transformation, Leadership, Management, Integration, Project Management, Project Planning, Business Process, Risk Management, Consulting, Business Analysis, Financial Reporting
Education
Skidmore College 1992 — 1996
BS, Business Major - Concentration in Accounting
Salisbury 1989 — 1992
Slalom Consulting February 2013 - Present
ArtCorps May 2011 - Present
KPMG October 2011 - February 2013
KPMG LLP October 2006 - September 2011
Skidmore College October 2004 - June 2010
KPMG July 2000 - October 2006
KPMG September 1996 - June 2000
KPMG Peat Marwick June 1995 - June 1996
Skills
Strategy, Consolidation, Financial Analysis, Management Consulting, Accounting, Finance, Business Transformation, Process Improvement, Business Process..., Business Process Design, Program Management, Monthly Close Process, Finance Transformation, Leadership, Management, Integration, Project Management, Project Planning, Business Process, Risk Management, Consulting, Business Analysis, Financial Reporting
Education
Skidmore College 1992 — 1996
BS, Business Major - Concentration in Accounting
Salisbury 1989 — 1992
Bob Carmody Bob Carmody's KPMG Peat Marwick Experience 1994 - 1997
Job Owner, Diana's Bananas, Inc.
Industry Food Production
Experience
Chicago Family Business Council 2012 - Present
UIC-Family Business Council 2009 - Present
Diana's Bananas, Inc January 1994 - Present
BearingPoint 2000 - 2004
BearingPoint Consulting 1997 - January 2000
KPMG Peat Marwick 1994 - 1997
Manugistics 1989 - 1994
Skills
Strategic Planning, Business Development, Consumer Products, Product Development, New Business Development, Business Strategy, Management Consulting, Business Transformation, Sales Management, Sales, Contract Negotiation, Business Process..., Team Building, Management, Strategy, Business Planning, Start-ups, Account Management, Marketing Strategy, Operations Management, Leadership, Project Management, Strategic Partnerships, Supply Chain, Mentoring, Supply Chain Management, Entrepreneurship, Cross-functional Team...
Education
Southern Illinois University, Carbondale 1967 — 1972
BA, Design Science
Chicago Family Business Council 2012 - Present
UIC-Family Business Council 2009 - Present
Diana's Bananas, Inc January 1994 - Present
BearingPoint 2000 - 2004
BearingPoint Consulting 1997 - January 2000
KPMG Peat Marwick 1994 - 1997
Manugistics 1989 - 1994
Skills
Strategic Planning, Business Development, Consumer Products, Product Development, New Business Development, Business Strategy, Management Consulting, Business Transformation, Sales Management, Sales, Contract Negotiation, Business Process..., Team Building, Management, Strategy, Business Planning, Start-ups, Account Management, Marketing Strategy, Operations Management, Leadership, Project Management, Strategic Partnerships, Supply Chain, Mentoring, Supply Chain Management, Entrepreneurship, Cross-functional Team...
Education
Southern Illinois University, Carbondale 1967 — 1972
BA, Design Science
Gina Yao Gina Yao's KPMG Peat Marwick Experience 1994 - 1996
Job Accounting Policy, Intel Corporation
Industry Semiconductors
Experience
Intel 2001 - Present
Intel 1996 - 2001
KPMG Peat Marwick 1994 - 1996
Skills
Financial Analysis, Financial Modeling, Auditing, Financial Reporting, Finance, Cross-functional Team..., Sarbanes-Oxley Act, Process Improvement, Internal Controls, Accounting
Education
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Stanford University
Intel 2001 - Present
Intel 1996 - 2001
KPMG Peat Marwick 1994 - 1996
Skills
Financial Analysis, Financial Modeling, Auditing, Financial Reporting, Finance, Cross-functional Team..., Sarbanes-Oxley Act, Process Improvement, Internal Controls, Accounting
Education
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Chongqing Nankai High School
Stanford University
Brian V. Breheny Brian V. Breheny's KPMG Peat Marwick Experience September 1990 - January 1994
Job Partner at Skadden, Arps, Slate, Meagher & Flom LLP
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP October 2010 - Present
U.S. Securities and Exchange Commission November 2007 - September 2010
US Securities and Exchange Commission July 2003 - October 2007
Clifford Chance (London and New York offices) September 1996 - July 2003
Clifford Chance US LLP September 1996 - July 2003
Clifford Chance 1995 - July 2003
Rogers & Wells 1996 - 1999
KPMG Peat Marwick September 1990 - January 1994
KPMG LLP May 1989 - January 1994
Education
St. John's University School of Law 1994 — 1996
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
B.S., Accounting
Skadden, Arps, Slate, Meagher & Flom LLP October 2010 - Present
U.S. Securities and Exchange Commission November 2007 - September 2010
US Securities and Exchange Commission July 2003 - October 2007
Clifford Chance (London and New York offices) September 1996 - July 2003
Clifford Chance US LLP September 1996 - July 2003
Clifford Chance 1995 - July 2003
Rogers & Wells 1996 - 1999
KPMG Peat Marwick September 1990 - January 1994
KPMG LLP May 1989 - January 1994
Education
St. John's University School of Law 1994 — 1996
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
B.S., Accounting
Peggy OKelly's KPMG Peat Marwick Experience January 1988 - January 1991
Job Founder/President at St. Helena Olive Oil Co
Industry Retail
Experience
Napa Valley Bath Co June 2009 - Present
St. Helena Olive Oil Co March 1994 - Present
GATX 1991 - 1994
KPMG Peat Marwick January 1988 - January 1991
Ernst & Whinney 1986 - 1988
Skills
Food, Retail, Marketing Strategy, Strategic Planning, Operations Management, New Business Development, Olive Oil, Product Development, Event Management, Brand Development, Wine, Entrepreneurship, Marketing, Start-ups
Education
San Francisco State University 1982 — 1986
B.S., Accounting and Finance
Napa Valley Bath Co June 2009 - Present
St. Helena Olive Oil Co March 1994 - Present
GATX 1991 - 1994
KPMG Peat Marwick January 1988 - January 1991
Ernst & Whinney 1986 - 1988
Skills
Food, Retail, Marketing Strategy, Strategic Planning, Operations Management, New Business Development, Olive Oil, Product Development, Event Management, Brand Development, Wine, Entrepreneurship, Marketing, Start-ups
Education
San Francisco State University 1982 — 1986
B.S., Accounting and Finance
Eric Lezak Eric Lezak's KPMG Peat Marwick Experience August 1985 - September 1988
Job Managing Director of Finance at Mill Creek Residential Trust LLC
Industry Real Estate
Experience
Mill Creek Residential Trust LLC October 2010 - Present
Trammell Crow Residential April 2006 - October 2010
Fremont Investment and Loan February 2004 - June 2006
American Realty Advisors April 1996 - June 2004
Altair Investment Company May 1989 - April 1996
KPMG Peat Marwick August 1985 - September 1988
Education
University of Southern California 1988 — 1989
Masters Degree, Real Estate Development
Santa Clara University
B.S. in Accounting, Graduated Cum Laude
Mill Creek Residential Trust LLC October 2010 - Present
Trammell Crow Residential April 2006 - October 2010
Fremont Investment and Loan February 2004 - June 2006
American Realty Advisors April 1996 - June 2004
Altair Investment Company May 1989 - April 1996
KPMG Peat Marwick August 1985 - September 1988
Education
University of Southern California 1988 — 1989
Masters Degree, Real Estate Development
Santa Clara University
B.S. in Accounting, Graduated Cum Laude
Rafael Alvarez, MBA, PMP, TOGAF 9 Certified Rafael Alvarez, MBA, PMP, TOGAF 9 Certified's KPMG Peat Marwick Experience November 1988 - April 1993
Job Director, PTI Software US at Siemens Inc.
Industry Oil & Energy
Experience
Siemens Industry, Inc. - Energy June 2014 - Present
Capital District Physicians' Health Plan August 2013 - June 2014
IPLogic, Inc. December 2011 - June 2013
VISTACO, LLC February 2011 - November 2011
Capital District Physicians' Health Plan August 2007 - February 2011
LeaFAR Consulting, LLC February 2006 - July 2007
Ernst & Young, LLP October 1993 - January 2006
Deutsche Bank Securities May 1993 - September 1993
KPMG Peat Marwick November 1988 - April 1993
Skills
IT Strategy, Strategy, Program Management, Business Process..., Business Intelligence, PMO, Change Management, Business Process, Enterprise Architecture, Strategic Planning, Team Building, Integration, Vendor Management, Management, Governance, Cross-functional Team..., SDLC, Analysis, Software Development, Leadership, Process Improvement, PMP, Disaster Recovery, Project Portfolio..., Product Development, Telecommunications, Enterprise Software, Consulting
Education
Intense School
Certificate Program, Certified Information Systems Security Professsional (CISSP)
Monroe Woodbury High School
SUNY Orange
Associate's Degree, Accounting
State University of New York at Albany
Master of Business Administration, Executive MBA
State University of New York at Oswego
Bachelor's Degree, Psychology
Siemens Industry, Inc. - Energy June 2014 - Present
Capital District Physicians' Health Plan August 2013 - June 2014
IPLogic, Inc. December 2011 - June 2013
VISTACO, LLC February 2011 - November 2011
Capital District Physicians' Health Plan August 2007 - February 2011
LeaFAR Consulting, LLC February 2006 - July 2007
Ernst & Young, LLP October 1993 - January 2006
Deutsche Bank Securities May 1993 - September 1993
KPMG Peat Marwick November 1988 - April 1993
Skills
IT Strategy, Strategy, Program Management, Business Process..., Business Intelligence, PMO, Change Management, Business Process, Enterprise Architecture, Strategic Planning, Team Building, Integration, Vendor Management, Management, Governance, Cross-functional Team..., SDLC, Analysis, Software Development, Leadership, Process Improvement, PMP, Disaster Recovery, Project Portfolio..., Product Development, Telecommunications, Enterprise Software, Consulting
Education
Intense School
Certificate Program, Certified Information Systems Security Professsional (CISSP)
Monroe Woodbury High School
SUNY Orange
Associate's Degree, Accounting
State University of New York at Albany
Master of Business Administration, Executive MBA
State University of New York at Oswego
Bachelor's Degree, Psychology
Glenn W. Smith, MHA Glenn W. Smith, MHA's KPMG Peat Marwick Experience February 1987 - February 1989
Job Chief Operating Officer at Adult & Pediatric Dermatology
Industry Hospital & Health Care
Experience
Adult & Pediatric Dermatology, P.C. February 2008 - Present
Emerson Hospital February 1989 - February 2007
KPMG Peat Marwick February 1987 - February 1989
St. Elizabeth's Hospital January 1986 - January 1987
Skills
Patient Safety, Strategy, Construction Management, Clinical Research, Process Improvement, Healthcare, Healthcare Management, Hospitals, Strategic Planning, Healthcare Information..., Project Management, Team Building, EMR, Nursing, Public Speaking, EHR, Customer Service, Analysis, HIPAA, Recruiting
Education
The George Washington University School of Medicine and Health Sciences 1983 — 1986
Masters, Hospital Administration
Southern Illinois University, Carbondale 1981 — 1982
B.S., Health Care Services
Adult & Pediatric Dermatology, P.C. February 2008 - Present
Emerson Hospital February 1989 - February 2007
KPMG Peat Marwick February 1987 - February 1989
St. Elizabeth's Hospital January 1986 - January 1987
Skills
Patient Safety, Strategy, Construction Management, Clinical Research, Process Improvement, Healthcare, Healthcare Management, Hospitals, Strategic Planning, Healthcare Information..., Project Management, Team Building, EMR, Nursing, Public Speaking, EHR, Customer Service, Analysis, HIPAA, Recruiting
Education
The George Washington University School of Medicine and Health Sciences 1983 — 1986
Masters, Hospital Administration
Southern Illinois University, Carbondale 1981 — 1982
B.S., Health Care Services
Joseph Iannini, CPA, CMA Joseph Iannini, CPA, CMA's KPMG Peat Marwick Experience 1983 - 1996
Job Senior Manager, CohnReznick Consulting Group Corporate Governances Services
Industry Construction
Experience
CohnReznick 2011 - Present
Bradco Supply Corp 2006 - 2010
CR Bard 2003 - 2006
ADP 1998 - 2003
Cytec 1996 - 1998
KPMG Peat Marwick 1983 - 1996
Skills
Financial Analysis, Variance Analysis, Internal Controls, Internal Audit, Process Improvement, Accounting, Sarbanes-Oxley Act, Tax Preparation, GAAP, Auditing, Financial Reporting, Business Process..., Executive Management, Corporate Governance, Enterprise Risk..., Risk Management, General Ledger, Financial Audits, Managerial Finance, Program Management, Finance, Accounts Receivable, SEC filings, Fraud, Leadership, Financial Accounting, Budgets, Tax, Mergers, Forecasting, Cash Flow, Management, Business Process..., Business Process, Accounts Payable, Cost Accounting, IFRS, US GAAP, Sarbanes-Oxley, Consolidation
Education
Seton Hall University 1987 — 1991
MBA, Finance
Seton Hall University 1979 — 1983
BS, Accounting
CohnReznick 2011 - Present
Bradco Supply Corp 2006 - 2010
CR Bard 2003 - 2006
ADP 1998 - 2003
Cytec 1996 - 1998
KPMG Peat Marwick 1983 - 1996
Skills
Financial Analysis, Variance Analysis, Internal Controls, Internal Audit, Process Improvement, Accounting, Sarbanes-Oxley Act, Tax Preparation, GAAP, Auditing, Financial Reporting, Business Process..., Executive Management, Corporate Governance, Enterprise Risk..., Risk Management, General Ledger, Financial Audits, Managerial Finance, Program Management, Finance, Accounts Receivable, SEC filings, Fraud, Leadership, Financial Accounting, Budgets, Tax, Mergers, Forecasting, Cash Flow, Management, Business Process..., Business Process, Accounts Payable, Cost Accounting, IFRS, US GAAP, Sarbanes-Oxley, Consolidation
Education
Seton Hall University 1987 — 1991
MBA, Finance
Seton Hall University 1979 — 1983
BS, Accounting
Eddie Settles Eddie Settles's KPMG Peat Marwick Experience 1973 - 1976
Job Speaker, Writer, Christian Apologist
Industry Public Policy
Experience
Yeargain, Berry, Settles & Co. July 2011 - Present
T. Edward Settles 1988 - 2004
Settles Combos Barrett & Sidwell 1988 - 1992
Bone Langford & Armistead 1987 - 1988
First American 1986 - 1987
Downtown Kiwanis Club 1979 - 1986
Tune Entrekin & White 1978 - 1986
Nashville Junior Chamber of Commerce 1978 - 1985
Tennessee Republican Party 1981 - 1982
KPMG Peat Marwick 1973 - 1976
Skills
Public Speaking, Writing, Research, Strategic Planning, Fund Raising, Radio Broadcasting, Certified Public..., Attorney, retired, Registered Securities..., Nonprofits, Fundraising, Non-profits, Leadership Development, Teaching, Entrepreneurship, Marketing, Coaching, Community Outreach, Higher Education, Public Relations, Estate Planning, Staff Development, Business Planning, Government, Policy, Policy Analysis
Education
Vanderbilt University Law School 1976 — 1979
J.D., Law
The University of Memphis 1971 — 1973
BBA, Accounting, Economics
Sewanee-The University of the South 1969 — 1971
transferred to Univ. of Memphis, Physics, Mathematics
M.C. Williams High School 1964 — 1969
High School Diploma, College Preparatory
East High School 1959 — 1964
Yeargain, Berry, Settles & Co. July 2011 - Present
T. Edward Settles 1988 - 2004
Settles Combos Barrett & Sidwell 1988 - 1992
Bone Langford & Armistead 1987 - 1988
First American 1986 - 1987
Downtown Kiwanis Club 1979 - 1986
Tune Entrekin & White 1978 - 1986
Nashville Junior Chamber of Commerce 1978 - 1985
Tennessee Republican Party 1981 - 1982
KPMG Peat Marwick 1973 - 1976
Skills
Public Speaking, Writing, Research, Strategic Planning, Fund Raising, Radio Broadcasting, Certified Public..., Attorney, retired, Registered Securities..., Nonprofits, Fundraising, Non-profits, Leadership Development, Teaching, Entrepreneurship, Marketing, Coaching, Community Outreach, Higher Education, Public Relations, Estate Planning, Staff Development, Business Planning, Government, Policy, Policy Analysis
Education
Vanderbilt University Law School 1976 — 1979
J.D., Law
The University of Memphis 1971 — 1973
BBA, Accounting, Economics
Sewanee-The University of the South 1969 — 1971
transferred to Univ. of Memphis, Physics, Mathematics
M.C. Williams High School 1964 — 1969
High School Diploma, College Preparatory
East High School 1959 — 1964
Brian Birney Brian Birney's KPMG Peat Marwick Experience 1989 - 1992
Job Dir. of Operations
Industry Internet
Experience
Riverbed Technology September 2011 - February 2015
NRI Development Corporation 2002 - 2011
GameChange LLC 2000 - 2002
Excite@Home, Inc 1997 - 2000
Zip2, Inc 1995 - 1997
Booz-Allen & Hamilton, Inc 1994 - 1995
KPMG Peat Marwick 1989 - 1992
Skills
Strategy, Negotiation, Cross-functional Team..., Consulting, Sales Operations, Management, Change Management, E-commerce, Start-ups, Strategic Partnerships, Cloud Computing, Project Management, Product Management, Analysis, Business Development, Portfolio Management, SaaS, Sales, Investments, Channel, Integration, Program Management, Contract Negotiation, Marketing Management
Education
Stanford University Graduate School of Business
MBA
Stanford University
BS, Mechanical Engineering
Stanford University
BA, Economics
Riverbed Technology September 2011 - February 2015
NRI Development Corporation 2002 - 2011
GameChange LLC 2000 - 2002
Excite@Home, Inc 1997 - 2000
Zip2, Inc 1995 - 1997
Booz-Allen & Hamilton, Inc 1994 - 1995
KPMG Peat Marwick 1989 - 1992
Skills
Strategy, Negotiation, Cross-functional Team..., Consulting, Sales Operations, Management, Change Management, E-commerce, Start-ups, Strategic Partnerships, Cloud Computing, Project Management, Product Management, Analysis, Business Development, Portfolio Management, SaaS, Sales, Investments, Channel, Integration, Program Management, Contract Negotiation, Marketing Management
Education
Stanford University Graduate School of Business
MBA
Stanford University
BS, Mechanical Engineering
Stanford University
BA, Economics
Kurt R. Kneip, Realtor® Kurt R. Kneip, Realtor®'s KPMG Peat Marwick Experience December 1985 - January 1987
Job Realtor® at West USA Realty Revelation
Industry Real Estate
Experience
West USA Realty Revelation November 2009 - Present
Inter-Tel, A Mitel Company August 2007 - January 2008
Inter-Tel, Incorporated May 1992 - 2008
Ernst & Young January 1987 - May 1992
KPMG Peat Marwick December 1985 - January 1987
Skills
Real Estate, Negotiation, Contract Negotiation, Investment Properties, Short Sales, Single Family Homes, Real Estate Transactions, Foreclosures, Investors, Buyer Representation, Mergers & Acquisitions, Budgets, Entrepreneurship, Sellers, Relocation, Listing Homes, Multiple Listing Service, Commercial Real Estate, Buyers, New Home Sales, Selling, Listings, Condos, First Time Home Buyers, REO, Vacation Homes, Sales
Education
The University of South Dakota 1984 — 1985
Master of Professional Accountancy, Accounting
South Dakota State University 1980 — 1983
BS, With Honor, Commercial Economics
Singapore American School 1978 — 1980
High School Diploma, Diploma
Riggs High School
West USA Realty Revelation November 2009 - Present
Inter-Tel, A Mitel Company August 2007 - January 2008
Inter-Tel, Incorporated May 1992 - 2008
Ernst & Young January 1987 - May 1992
KPMG Peat Marwick December 1985 - January 1987
Skills
Real Estate, Negotiation, Contract Negotiation, Investment Properties, Short Sales, Single Family Homes, Real Estate Transactions, Foreclosures, Investors, Buyer Representation, Mergers & Acquisitions, Budgets, Entrepreneurship, Sellers, Relocation, Listing Homes, Multiple Listing Service, Commercial Real Estate, Buyers, New Home Sales, Selling, Listings, Condos, First Time Home Buyers, REO, Vacation Homes, Sales
Education
The University of South Dakota 1984 — 1985
Master of Professional Accountancy, Accounting
South Dakota State University 1980 — 1983
BS, With Honor, Commercial Economics
Singapore American School 1978 — 1980
High School Diploma, Diploma
Riggs High School
Jeff Ott Jeff Ott's KPMG Peat Marwick Experience 1987 - 1993
Job COO at Sophos Solutions
Industry Information Technology and Services
Experience
Sophos Solutions November 2009 - Present
Westin Engineering May 2001 - November 2009
San Jose Water Company 1994 - 2001
KPMG Peat Marwick 1987 - 1993
Skills
Business Analysis, Program Management, Integration, Business Process..., Process Improvement, Business Process, Software Selection, Utility Billing, Mobile Computing, Accounting System, CMMS, GIS Application, Project Management, Strategic Planning, Business Intelligence, Business Process Design, Requirements Analysis, Management Consulting
Education
San Jose State University 1983 — 1986
BS, Business Administration - Accounting
Sophos Solutions November 2009 - Present
Westin Engineering May 2001 - November 2009
San Jose Water Company 1994 - 2001
KPMG Peat Marwick 1987 - 1993
Skills
Business Analysis, Program Management, Integration, Business Process..., Process Improvement, Business Process, Software Selection, Utility Billing, Mobile Computing, Accounting System, CMMS, GIS Application, Project Management, Strategic Planning, Business Intelligence, Business Process Design, Requirements Analysis, Management Consulting
Education
San Jose State University 1983 — 1986
BS, Business Administration - Accounting
Kent Buller Kent Buller's KPMG Peat Marwick Experience 1985 - 1988
Job Controller at Pinterest
Industry Internet
Experience
Pinterest May 2013 - Present
LinkedIn January 2012 - April 2013
Linkedin March 2008 - January 2012
Therma-Wave July 2005 - October 2007
Yahoo! May 2003 - February 2005
AltaVista December 2001 - April 2003
Oak Technology 1999 - 2001
Elantec Semiconductor 1996 - 1999
Alps Electric 1988 - 1995
KPMG Peat Marwick 1985 - 1988
Skills
Management Consulting, Financial Operations, IPO, International Operations, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Mergers, Start-ups, Forecasting, Financial Reporting, Acquisition Integration, Internal Controls, Accounting, Financial Services, Mergers & Acquisitions, Consolidation, M&A experience, GAAP, Strategy, Auditing, US GAAP, Leadership, Essbase, Executive Management, Cash Management, Sarbanes-Oxley, Managerial Finance, Financial Analysis, Tax, Financial Accounting, Banking, Venture Capital, Due Diligence, Financial Modeling, Analysis, Payroll, Corporate Finance, International Tax, Business Strategy, Oracle E-Business Suite, Cash Flow, Restructuring, Corporate Development, Valuation, Process Improvement, Finance, Variance Analysis, CPA
Education
Santa Clara University 1991 — 1995
MBA
University of California, Santa Barbara 1981 — 1985
BA, Business-Economics
Pinterest May 2013 - Present
LinkedIn January 2012 - April 2013
Linkedin March 2008 - January 2012
Therma-Wave July 2005 - October 2007
Yahoo! May 2003 - February 2005
AltaVista December 2001 - April 2003
Oak Technology 1999 - 2001
Elantec Semiconductor 1996 - 1999
Alps Electric 1988 - 1995
KPMG Peat Marwick 1985 - 1988
Skills
Management Consulting, Financial Operations, IPO, International Operations, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Mergers, Start-ups, Forecasting, Financial Reporting, Acquisition Integration, Internal Controls, Accounting, Financial Services, Mergers & Acquisitions, Consolidation, M&A experience, GAAP, Strategy, Auditing, US GAAP, Leadership, Essbase, Executive Management, Cash Management, Sarbanes-Oxley, Managerial Finance, Financial Analysis, Tax, Financial Accounting, Banking, Venture Capital, Due Diligence, Financial Modeling, Analysis, Payroll, Corporate Finance, International Tax, Business Strategy, Oracle E-Business Suite, Cash Flow, Restructuring, Corporate Development, Valuation, Process Improvement, Finance, Variance Analysis, CPA
Education
Santa Clara University 1991 — 1995
MBA
University of California, Santa Barbara 1981 — 1985
BA, Business-Economics
Todd Rodenberg, CPA's KPMG Peat Marwick Experience February 1985 - July 1986
Job Senior Managing Director at RED CAPITAL GROUP
Industry Real Estate
Experience
RED CAPITAL GROUP June 2014 - Present
Bene Immobili, LLC September 2011 - May 2014
Alliant Capital LLC June 2010 - September 2011
Huron Consulting Group August 2008 - June 2010
Churchill Capital Company October 2007 - August 2008
KeyBank Real Estate Capital September 2000 - September 2007
Newport Mortgage Company, L.P. August 1988 - September 2000
Zane May Interests July 1986 - December 1988
KPMG Peat Marwick February 1985 - July 1986
Skills
Asset Management, Credit, Due Diligence, Financial Analysis, Loans, Real Estate Finance, Underwriting, Banking, Structuring, Real Estate, Real Estate Investment, Mortgage, Portfolio Management, Dispositions, Financial Modeling, Negotiation, Contract Negotiations, Investment Properties, Debt, Financial Reporting, Joint Ventures, Credit Analysis, Accounting, Risk Management, Market Analysis, Strategic Planning, Business Planning, Financial Management, Real Estate Transactions, Management Consulting, Distressed Debt, Asset Managment, Mortgage Lending, Real Estate Economics, Commercial Lending, Relationship Management, Financial Structuring, Mergers & Acquisitions, Managerial Finance, Contract Negotiation, Restructuring, Executive Management, Corporate Finance, Mortgage Banking, Commercial Real Estate, Commercial Mortgages, Finance, Investments, Analysis, Valuation
Education
Texas A&M University - Mays Business School 1982 — 1984
Masters, Finance
Southern Illinois University, Edwardsville 1978 — 1982
BS, Industrial Relations & Economics
RED CAPITAL GROUP June 2014 - Present
Bene Immobili, LLC September 2011 - May 2014
Alliant Capital LLC June 2010 - September 2011
Huron Consulting Group August 2008 - June 2010
Churchill Capital Company October 2007 - August 2008
KeyBank Real Estate Capital September 2000 - September 2007
Newport Mortgage Company, L.P. August 1988 - September 2000
Zane May Interests July 1986 - December 1988
KPMG Peat Marwick February 1985 - July 1986
Skills
Asset Management, Credit, Due Diligence, Financial Analysis, Loans, Real Estate Finance, Underwriting, Banking, Structuring, Real Estate, Real Estate Investment, Mortgage, Portfolio Management, Dispositions, Financial Modeling, Negotiation, Contract Negotiations, Investment Properties, Debt, Financial Reporting, Joint Ventures, Credit Analysis, Accounting, Risk Management, Market Analysis, Strategic Planning, Business Planning, Financial Management, Real Estate Transactions, Management Consulting, Distressed Debt, Asset Managment, Mortgage Lending, Real Estate Economics, Commercial Lending, Relationship Management, Financial Structuring, Mergers & Acquisitions, Managerial Finance, Contract Negotiation, Restructuring, Executive Management, Corporate Finance, Mortgage Banking, Commercial Real Estate, Commercial Mortgages, Finance, Investments, Analysis, Valuation
Education
Texas A&M University - Mays Business School 1982 — 1984
Masters, Finance
Southern Illinois University, Edwardsville 1978 — 1982
BS, Industrial Relations & Economics
Samantha Schafer Samantha Schafer's KPMG Peat Marwick Experience September 1999 - August 2003
Job Director at Freed Maxick, CPAs
Industry Accounting
Experience
Freed Maxick CPAs, P.C. October 2005 - Present
Rochester City School District September 2004 - June 2005
KPMG Peat Marwick September 1999 - August 2003
KPMG US July 1998 - May 1999
Skills
Income Tax, Tax, Multi-state tax returns, State Tax Planning, Tax Advisory, Small Business, Business Planning, Start-up Consulting, Multi-State Sales Tax, Sales & Use Tax, Financial Analysis, Financial Planners, Tax Accounting, Tax Returns, Tax Preparation, CPA, Partnership Taxation, GAAP, Tax Credits, ProSystem fx Tax, Sales Tax, International Tax, FIN 48, Tax Research, SEC filings, Cost Segregation, Personal Income Tax..., SEC Filings, Corporate Tax, Financial Planning, Accounting
Education
St. John Fisher College 1996 — 1999
BS, Accounting
State University of New York College at Brockport 2002 — 2004
Bachelor of Arts (B.A.), Physical Education/Fitness
Freed Maxick CPAs, P.C. October 2005 - Present
Rochester City School District September 2004 - June 2005
KPMG Peat Marwick September 1999 - August 2003
KPMG US July 1998 - May 1999
Skills
Income Tax, Tax, Multi-state tax returns, State Tax Planning, Tax Advisory, Small Business, Business Planning, Start-up Consulting, Multi-State Sales Tax, Sales & Use Tax, Financial Analysis, Financial Planners, Tax Accounting, Tax Returns, Tax Preparation, CPA, Partnership Taxation, GAAP, Tax Credits, ProSystem fx Tax, Sales Tax, International Tax, FIN 48, Tax Research, SEC filings, Cost Segregation, Personal Income Tax..., SEC Filings, Corporate Tax, Financial Planning, Accounting
Education
St. John Fisher College 1996 — 1999
BS, Accounting
State University of New York College at Brockport 2002 — 2004
Bachelor of Arts (B.A.), Physical Education/Fitness
Julian Santoyo, CPA's KPMG Peat Marwick Experience December 1982 - November 1984
Job Senior Vice President and CFO at Early Bird Alert, Inc.
Industry Hospital & Health Care
Experience
Early Bird Alert, Inc. January 2013 - Present
North American Medical Management and PrimeCare Medical Network, Inc. December 2005 - December 2012
Shaller Anderson CA and CHOC Physician's Network September 2003 - November 2005
Childrens Health Network and Childrens Physicians Medical Group of San Diego County August 2001 - September 2003
Community Health Group (CHG) of San Diego County and CHG Foundation July 1994 - August 2001
McKesson/Per Se Technologies/Medaphis February 1993 - July 1994
Community Health Group of San Diego February 1990 - January 1993
Harris and Beyer, CPAs December 1984 - February 1990
KPMG-Peat Marwick December 1982 - November 1984
Skills
Healthcare, Healthcare Information..., Insurance, Finance, HIPAA, Long-term Care, Strategic Planning, Data Analysis, Health Insurance, Business Analysis, Strategy, EMR, Training, Physician Relations, Analysis, Business Planning, Healthcare Industry, Leadership, Policy, Project Management, Hospitals, Process Improvement, Healthcare Management, Physicians, Medicare
Education
San Diego State University-California State University 1980 — 1982
Bachelor's degree, Business Administration: Accounting Emphasis
University of Missouri-Kansas City 1995 — 1996
Certficate - Executive Program in Managed Care, Healthcare Administration
UC Berkeley 1978 — 1979
Architecture - School of Interior Design
Early Bird Alert, Inc. January 2013 - Present
North American Medical Management and PrimeCare Medical Network, Inc. December 2005 - December 2012
Shaller Anderson CA and CHOC Physician's Network September 2003 - November 2005
Childrens Health Network and Childrens Physicians Medical Group of San Diego County August 2001 - September 2003
Community Health Group (CHG) of San Diego County and CHG Foundation July 1994 - August 2001
McKesson/Per Se Technologies/Medaphis February 1993 - July 1994
Community Health Group of San Diego February 1990 - January 1993
Harris and Beyer, CPAs December 1984 - February 1990
KPMG-Peat Marwick December 1982 - November 1984
Skills
Healthcare, Healthcare Information..., Insurance, Finance, HIPAA, Long-term Care, Strategic Planning, Data Analysis, Health Insurance, Business Analysis, Strategy, EMR, Training, Physician Relations, Analysis, Business Planning, Healthcare Industry, Leadership, Policy, Project Management, Hospitals, Process Improvement, Healthcare Management, Physicians, Medicare
Education
San Diego State University-California State University 1980 — 1982
Bachelor's degree, Business Administration: Accounting Emphasis
University of Missouri-Kansas City 1995 — 1996
Certficate - Executive Program in Managed Care, Healthcare Administration
UC Berkeley 1978 — 1979
Architecture - School of Interior Design
Eric Tafuri Eric Tafuri's KPMG Peat Marwick Experience August 1988 - September 1993
Job Managing Director & Founder at Transcending Solutions
Industry Accounting
Experience
Transcending Solutions June 2009 - Present
Pinnacle Companies March 2003 - May 2009
Partners Resource Group February 1995 - January 2003
KPMG September 1993 - July 1994
KPMG Peat Marwick August 1988 - September 1993
Skills
Technical Recruiting, Consulting, SDLC, Executive Management, Talent Management, Accounting, Management, Executive Search, Applicant Tracking..., Management Consulting, Business Process...
Education
Siena College 1984 — 1988
Transcending Solutions June 2009 - Present
Pinnacle Companies March 2003 - May 2009
Partners Resource Group February 1995 - January 2003
KPMG September 1993 - July 1994
KPMG Peat Marwick August 1988 - September 1993
Skills
Technical Recruiting, Consulting, SDLC, Executive Management, Talent Management, Accounting, Management, Executive Search, Applicant Tracking..., Management Consulting, Business Process...
Education
Siena College 1984 — 1988
Lizanne Payne's KPMG Peat Marwick Experience 1978 - 1980
Job Shared library collections consultant
Industry Libraries
Experience
Self November 2009 - Present
Washington Research Library Consortium 1989 - November 2009
OCLC, Inc 1983 - 1989
Avatar Systems, Inc 1981 - 1983
National Library of Medicine 1980 - 1981
KPMG Peat Marwick 1978 - 1980
Skills
Academic Libraries, Library, Management Consulting, Project Management, Information Technology, Metadata, Operating Budgets, Shared Services, Consortium
Education
The George Washington University - School of Business 2003 — 2005
MBA
University of Maryland College Park 1977 — 1979
M.L.S., Information Science
Smith College 1970 — 1974
B.A., English
Yorktown High School
Self November 2009 - Present
Washington Research Library Consortium 1989 - November 2009
OCLC, Inc 1983 - 1989
Avatar Systems, Inc 1981 - 1983
National Library of Medicine 1980 - 1981
KPMG Peat Marwick 1978 - 1980
Skills
Academic Libraries, Library, Management Consulting, Project Management, Information Technology, Metadata, Operating Budgets, Shared Services, Consortium
Education
The George Washington University - School of Business 2003 — 2005
MBA
University of Maryland College Park 1977 — 1979
M.L.S., Information Science
Smith College 1970 — 1974
B.A., English
Yorktown High School
Steven Sutherland, CPA, CFP® Steven Sutherland, CPA, CFP®'s KPMG Peat Marwick Experience 1989 - 1992
Job An Ameriprise Platinum Financial Services Practice
Industry Financial Services
Experience
Ameriprise Financial August 1999 - Present
Western Line Manufacturing, Inc. 1992 - 1998
KPMG Peat Marwick 1989 - 1992
Education
Stanford University 1988 — 1989
M.S., Industrial Engineering
Stanford University 1984 — 1988
B.S., Industrial Engineering
Parkrose H.S. 1980 — 1984
Ameriprise Financial August 1999 - Present
Western Line Manufacturing, Inc. 1992 - 1998
KPMG Peat Marwick 1989 - 1992
Education
Stanford University 1988 — 1989
M.S., Industrial Engineering
Stanford University 1984 — 1988
B.S., Industrial Engineering
Parkrose H.S. 1980 — 1984
Jim Arens, CFA Jim Arens, CFA's KPMG Peat Marwick Experience May 1993 - May 1997
Job EVP, Chief Investment Officer at Trust Company of Oklahoma
Industry Investment Management
Experience
The Trust Company of Oklahoma May 1997 - Present
KPMG Peat Marwick May 1993 - May 1997
Arthur Andersen June 1988 - August 1991
Skills
Asset Management, Investments, Portfolio Management, Wealth Management, Asset Managment, Alternative Investments, Financial Analysis, Financial Markets, Financial Advisory, Investment Management, 401k, Bloomberg, Bonds, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Valuation, Finance, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Fund Of Funds, Investment Advisory, Investment Strategies, Mutual Funds, Private Equity, Retirement Planning, Risk Management, Securities, Strategic Financial..., Trading, Valuation, Venture Capital, Wealth Management...
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Southern Methodist University 1983 — 1988
BBA, Finance & Accounting
O'Connell High School 1979 — 1983
The Trust Company of Oklahoma May 1997 - Present
KPMG Peat Marwick May 1993 - May 1997
Arthur Andersen June 1988 - August 1991
Skills
Asset Management, Investments, Portfolio Management, Wealth Management, Asset Managment, Alternative Investments, Financial Analysis, Financial Markets, Financial Advisory, Investment Management, 401k, Bloomberg, Bonds, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Valuation, Finance, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Fund Of Funds, Investment Advisory, Investment Strategies, Mutual Funds, Private Equity, Retirement Planning, Risk Management, Securities, Strategic Financial..., Trading, Valuation, Venture Capital, Wealth Management...
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Southern Methodist University 1983 — 1988
BBA, Finance & Accounting
O'Connell High School 1979 — 1983
Eva W. Wang Eva W. Wang's KPMG Peat Marwick Experience 1983 - 1989
Job at Vintners Distributors
Industry Retail
Experience
Vintners Distributors 2010 - Present
Safeway, Inc. 2002 - 2010
AltoWeb, Inc. 2001 - 2002
Digitas 2000 - 2001
Walt Disney Company- Disneyland Resort 1998 - 2000
The Walt Disney Company- Buena Vista Home Entertainment 1996 - 1998
Esprit Asia Holdings Limited 1995 - 1996
Pepsi-Cola International 1993 - 1995
Oracle Corporation 1989 - 1993
KPMG Peat Marwick 1983 - 1989
Skills
Managerial Finance, Leadership, Strategic Planning, Management, Analysis, Financial Analysis
Education
San Jose State University
Bachelor; School, Business Administration, Accounting; Business
University of Michigan - Stephen M. Ross School of Business
Master, Business Administration, International Finance and Business
Vintners Distributors 2010 - Present
Safeway, Inc. 2002 - 2010
AltoWeb, Inc. 2001 - 2002
Digitas 2000 - 2001
Walt Disney Company- Disneyland Resort 1998 - 2000
The Walt Disney Company- Buena Vista Home Entertainment 1996 - 1998
Esprit Asia Holdings Limited 1995 - 1996
Pepsi-Cola International 1993 - 1995
Oracle Corporation 1989 - 1993
KPMG Peat Marwick 1983 - 1989
Skills
Managerial Finance, Leadership, Strategic Planning, Management, Analysis, Financial Analysis
Education
San Jose State University
Bachelor; School, Business Administration, Accounting; Business
University of Michigan - Stephen M. Ross School of Business
Master, Business Administration, International Finance and Business
Saverio Scheri Saverio Scheri's KPMG Peat Marwick Experience 1996 - 2001
Job President & CEO at WhiteSand Gaming
Industry Gambling & Casinos
Experience
WhiteSand Gaming July 2001 - Present
Valley Forge Casino Resort April 2011 - August 2012
WhiteSand Gaming 2001 - 2010
KPMG Peat Marwick 1996 - 2001
Deloitte & Touche January 1994 - July 1996
Showboat Casino Hotel July 1987 - December 1993
Skills
Gaming Industry, Casino Gaming, Gaming, Casino, Strategic Planning, Marketing Strategy, Loyalty Programs, Leadership, Resorts, Strategy, Hospitality, Online Gambling, Casino GM, Casino Management, Casino Development, Mergers & Acquisitions, Casino Design, Pre-opening, Executive Management, Affiliate Management, VIP Services, Feasibility Studies, Gaming Law, Operations Management, Hospitality Management, Tribal Gaming, Loyalty Marketing, Team Building, IT Strategy, ACSC, Management, Company Acquisitions, Budgets, Online Casino, VIP, Mergers, Database Marketing, iGaming, Online Gaming, Indian Gaming, Marketing, Security, Program Management, Player Development, Surveillance, Social Games, Casino Resort Management, Casino Operations
Education
Seton Hall University 1991 — 1993
International Marketing
Richard Stockton College of New Jersey 1984 — 1989
Bachelor of Science (BS), Information Technology
WhiteSand Gaming July 2001 - Present
Valley Forge Casino Resort April 2011 - August 2012
WhiteSand Gaming 2001 - 2010
KPMG Peat Marwick 1996 - 2001
Deloitte & Touche January 1994 - July 1996
Showboat Casino Hotel July 1987 - December 1993
Skills
Gaming Industry, Casino Gaming, Gaming, Casino, Strategic Planning, Marketing Strategy, Loyalty Programs, Leadership, Resorts, Strategy, Hospitality, Online Gambling, Casino GM, Casino Management, Casino Development, Mergers & Acquisitions, Casino Design, Pre-opening, Executive Management, Affiliate Management, VIP Services, Feasibility Studies, Gaming Law, Operations Management, Hospitality Management, Tribal Gaming, Loyalty Marketing, Team Building, IT Strategy, ACSC, Management, Company Acquisitions, Budgets, Online Casino, VIP, Mergers, Database Marketing, iGaming, Online Gaming, Indian Gaming, Marketing, Security, Program Management, Player Development, Surveillance, Social Games, Casino Resort Management, Casino Operations
Education
Seton Hall University 1991 — 1993
International Marketing
Richard Stockton College of New Jersey 1984 — 1989
Bachelor of Science (BS), Information Technology
Judy Dennis Judy Dennis's KPMG Peat Marwick Experience 1988 - 1990
Job Curatorial Assistant at Cantor Arts Center
Industry Museums and Institutions
Experience
Cantor Arts Center at Stanford University 2001 - 2014
All Stars Helping Kids 1998 - 2006
Senior Adults Legal Assistance 1997 - 2005
Innopath Software (formerly DoOnGo, Inc.) January 1999 - November 2000
Thoits, Love, Hershberger & McLean September 1993 - December 1997
KPMG Peat Marwick 1988 - 1990
Skills
Museums, Museum Collections, Non-profits, Community Outreach, Fundraising, Grant Writing, Art History, Volunteer Management, Museum Education, Editing, Research, Public Speaking, Legal Advice, Legal Issues, Accounting, Operations Management, Art Handling, History, Arts Administration, Art Exhibitions, Grants, Nonprofits
Education
University of California, Hastings College of the Law 1990 — 1993
J.D.
Stanford University 1984 — 1988
A.B., International Relations and Quantitative Economics
Los Alamitos High School
Cantor Arts Center at Stanford University 2001 - 2014
All Stars Helping Kids 1998 - 2006
Senior Adults Legal Assistance 1997 - 2005
Innopath Software (formerly DoOnGo, Inc.) January 1999 - November 2000
Thoits, Love, Hershberger & McLean September 1993 - December 1997
KPMG Peat Marwick 1988 - 1990
Skills
Museums, Museum Collections, Non-profits, Community Outreach, Fundraising, Grant Writing, Art History, Volunteer Management, Museum Education, Editing, Research, Public Speaking, Legal Advice, Legal Issues, Accounting, Operations Management, Art Handling, History, Arts Administration, Art Exhibitions, Grants, Nonprofits
Education
University of California, Hastings College of the Law 1990 — 1993
J.D.
Stanford University 1984 — 1988
A.B., International Relations and Quantitative Economics
Los Alamitos High School
Larry Burdt, CLU, ChFC, CPA (Inactive) Larry Burdt, CLU, ChFC, CPA (Inactive)'s KPMG Peat Marwick Experience July 1976 - June 1980
Job Certified Healthcare Reform Specialist
Industry Insurance
Experience
Northrup Burdt January 1991 - Present
Wright Companies July 1985 - July 1989
Ocean Trends July 1981 - June 1985
Dixieline Lumber Co July 1980 - June 1981
KPMG Peat Marwick July 1976 - June 1980
Skills
Insurance, Retirement, Employee Benefits, Investment Advisory, Financial Services, Financial Planners, Securities, Disability Insurance, Strategic Financial..., Life Insurance, Investments, Small Business, Finance, Whole Life, Mutual Funds, Health Insurance, Health Savings Accounts, Underwriting, New Business Development, Workers Compensation, Accounting, Wealth Management, Retirement Planning, Managed Care, Long-term Care, Term Life Insurance, Estate Planning, Brokers
Education
San Diego State University-California State University 1974 — 1976
B.S., Accounting
Northrup Burdt January 1991 - Present
Wright Companies July 1985 - July 1989
Ocean Trends July 1981 - June 1985
Dixieline Lumber Co July 1980 - June 1981
KPMG Peat Marwick July 1976 - June 1980
Skills
Insurance, Retirement, Employee Benefits, Investment Advisory, Financial Services, Financial Planners, Securities, Disability Insurance, Strategic Financial..., Life Insurance, Investments, Small Business, Finance, Whole Life, Mutual Funds, Health Insurance, Health Savings Accounts, Underwriting, New Business Development, Workers Compensation, Accounting, Wealth Management, Retirement Planning, Managed Care, Long-term Care, Term Life Insurance, Estate Planning, Brokers
Education
San Diego State University-California State University 1974 — 1976
B.S., Accounting
Hassan Miah Hassan Miah's KPMG Peat Marwick Experience 1985 - 1994
Job Chairman, CFO and CoFounder at Robin8
Industry Entertainment
Experience
MyPRGenie 2007 - March 2015
UrFilez November 2007 - November 2013
Energy Conversion Devices March 2006 - November 2008
Oris Capital 2005 - 2007
Intel Corporation July 2002 - January 2006
Xing Technology Corporation September 1997 - August 1999
Creative Artists Agency 1993 - 1997
KPMG Peat Marwick 1985 - 1994
Pacific Telesis 1983 - 1985
Skills
Start-ups, Business Development, Competitive Analysis, Venture Capital, Cloud Computing, Online Advertising, Marketing Strategy, Mobile Applications, Digital Media, Product Marketing, Strategic Partnerships, Mergers, Entertainment, Private Equity, New Business Development, Entrepreneurship, Business Strategy, Product Management, Strategy, Mergers & Acquisitions, Product Development, Mobile Devices, New Media, Online Marketing, Go-to-market Strategy, Video, E-commerce, SaaS, International Business, Angel Investing, Executive Management, Consulting, Corporate Development, SEO, User Experience, Web 2.0, Social Networking, Analytics, Social Media Marketing, Mobile Marketing, Digital Strategy, Management, Mobile Technology, Music, Marketing, Business Modeling, Lead Generation, Digital Marketing, Thought Leadership, Venture Financing
Education
Stanford University Graduate School of Business
MBA
University of Michigan
BBA, Accounting
MyPRGenie 2007 - March 2015
UrFilez November 2007 - November 2013
Energy Conversion Devices March 2006 - November 2008
Oris Capital 2005 - 2007
Intel Corporation July 2002 - January 2006
Xing Technology Corporation September 1997 - August 1999
Creative Artists Agency 1993 - 1997
KPMG Peat Marwick 1985 - 1994
Pacific Telesis 1983 - 1985
Skills
Start-ups, Business Development, Competitive Analysis, Venture Capital, Cloud Computing, Online Advertising, Marketing Strategy, Mobile Applications, Digital Media, Product Marketing, Strategic Partnerships, Mergers, Entertainment, Private Equity, New Business Development, Entrepreneurship, Business Strategy, Product Management, Strategy, Mergers & Acquisitions, Product Development, Mobile Devices, New Media, Online Marketing, Go-to-market Strategy, Video, E-commerce, SaaS, International Business, Angel Investing, Executive Management, Consulting, Corporate Development, SEO, User Experience, Web 2.0, Social Networking, Analytics, Social Media Marketing, Mobile Marketing, Digital Strategy, Management, Mobile Technology, Music, Marketing, Business Modeling, Lead Generation, Digital Marketing, Thought Leadership, Venture Financing
Education
Stanford University Graduate School of Business
MBA
University of Michigan
BBA, Accounting
Sharon DiOrio Sharon DiOrio's KPMG Peat Marwick Experience July 1994 - June 1996
Job Sr. UI Developer at Addison Group
Industry Internet
Experience
Addison Group April 2015 - Present
Euro-Pro September 2012 - April 2015
Sentient Jet November 2010 - September 2012
Hasbro December 2006 - December 2010
Mindseye Technology November 2004 - January 2007
CVS Caremark Corporation April 2006 - December 2006
Altair Avionics August 2002 - June 2003
Mindseye Technology Inc. October 1998 - November 2001
Boston Consulting Group August 1996 - October 1998
KPMG Peat Marwick July 1994 - June 1996
Skills
Web Applications, Web Development, jQuery, CSS, ColdFusion, CMS, JSON, HTML 5, Software Development, Training, Front-end, JavaScript, Microsoft SQL Server, HTML, Databases, Information Architecture, Management Consulting, User Experience, E-commerce, User Interface Design, SEO, Node.js, Project Management, Content Management, Web Analytics, Business Intelligence, MongoDB, Retail, Aviation, Product Management, CanJS, Web Services, Python, MySQL, AngularJS, Technical Presenting, Git, Mobile Applications, XHTML
Education
Bishop Feehan
Southern Methodist University
Bachelor of Fine Arts (B.F.A.)
Addison Group April 2015 - Present
Euro-Pro September 2012 - April 2015
Sentient Jet November 2010 - September 2012
Hasbro December 2006 - December 2010
Mindseye Technology November 2004 - January 2007
CVS Caremark Corporation April 2006 - December 2006
Altair Avionics August 2002 - June 2003
Mindseye Technology Inc. October 1998 - November 2001
Boston Consulting Group August 1996 - October 1998
KPMG Peat Marwick July 1994 - June 1996
Skills
Web Applications, Web Development, jQuery, CSS, ColdFusion, CMS, JSON, HTML 5, Software Development, Training, Front-end, JavaScript, Microsoft SQL Server, HTML, Databases, Information Architecture, Management Consulting, User Experience, E-commerce, User Interface Design, SEO, Node.js, Project Management, Content Management, Web Analytics, Business Intelligence, MongoDB, Retail, Aviation, Product Management, CanJS, Web Services, Python, MySQL, AngularJS, Technical Presenting, Git, Mobile Applications, XHTML
Education
Bishop Feehan
Southern Methodist University
Bachelor of Fine Arts (B.F.A.)
James Orsini's KPMG Peat Marwick Experience January 1984 - April 1987
Job Chief Integration Officer
Industry Marketing and Advertising
Experience
VaynerMedia January 2015 - Present
SITO Mobile Ltd. May 2011 - September 2014
Saatchi & Saatchi February 2006 - May 2011
Interbrand September 2000 - February 2006
The Rowland Company 1988 - 2000
Goldman Sachs 1987 - 1988
KPMG Peat Marwick January 1984 - April 1987
Skills
Brand Development, Business Planning, CRM, Change Management, Contract Negotiation, Cross-functional Team..., Digital Media, Due Diligence, Finance, Financial Analysis, Financial Modeling, Integrated Marketing, Interactive Marketing, Leadership, Management, Management Consulting, Mobile Advertising, Mobile Applications, Mobile Devices, Multi-channel Marketing, Negotiation, Operations Management, Product Management, Product Marketing, Public Relations, Public Speaking, Strategic Partnerships, Strategic Planning, Time Management, Vendor Management, Accounting
Education
Seton Hall University 1981 — 1985
BS in BA, Accounting
VaynerMedia January 2015 - Present
SITO Mobile Ltd. May 2011 - September 2014
Saatchi & Saatchi February 2006 - May 2011
Interbrand September 2000 - February 2006
The Rowland Company 1988 - 2000
Goldman Sachs 1987 - 1988
KPMG Peat Marwick January 1984 - April 1987
Skills
Brand Development, Business Planning, CRM, Change Management, Contract Negotiation, Cross-functional Team..., Digital Media, Due Diligence, Finance, Financial Analysis, Financial Modeling, Integrated Marketing, Interactive Marketing, Leadership, Management, Management Consulting, Mobile Advertising, Mobile Applications, Mobile Devices, Multi-channel Marketing, Negotiation, Operations Management, Product Management, Product Marketing, Public Relations, Public Speaking, Strategic Partnerships, Strategic Planning, Time Management, Vendor Management, Accounting
Education
Seton Hall University 1981 — 1985
BS in BA, Accounting
Anna Cardozo Anna Cardozo's KPMG Peat Marwick Experience June 1988 - May 1991
Job The Serene Sanctuary
Industry Leisure, Travel & Tourism
Experience
The Serene Sanctuary August 2012 - Present
San Jose Harley-Davidson May 2001 - June 2010
Cisco July 1996 - May 2001
Stratacom March 1995 - July 1996
Apple Inc. May 1991 - March 1995
KPMG Peat Marwick June 1988 - May 1991
Skills
Executive Management, Customer Service, Start-ups, Cross-functional Team..., Product Management, Microsoft Office, Product Development, New Business Development, Entrepreneurship, Product Marketing, Strategic Planning, Marketing Strategy, Team Building, Business Strategy
Education
Santa Clara University - Leavey School of Business 1992 — 1998
MBA, Marketing
San Jose State University
BS, Accounting
The Serene Sanctuary August 2012 - Present
San Jose Harley-Davidson May 2001 - June 2010
Cisco July 1996 - May 2001
Stratacom March 1995 - July 1996
Apple Inc. May 1991 - March 1995
KPMG Peat Marwick June 1988 - May 1991
Skills
Executive Management, Customer Service, Start-ups, Cross-functional Team..., Product Management, Microsoft Office, Product Development, New Business Development, Entrepreneurship, Product Marketing, Strategic Planning, Marketing Strategy, Team Building, Business Strategy
Education
Santa Clara University - Leavey School of Business 1992 — 1998
MBA, Marketing
San Jose State University
BS, Accounting
Molly Moran's KPMG Peat Marwick Experience August 2010 - April 2011
Job Client Strategist at PwC
Industry Writing and Editing
Experience
PwC January 2014 - Present
Freelance April 2011 - January 2014
KPMG Peat Marwick August 2010 - April 2011
JONAS AND ASSOCIATES INC May 2009 - August 2010
Evergreen Lodge April 2008 - November 2008
University of Southern California August 2003 - March 2008
Manask & Associates and Manask Hospitality Group August 2002 - July 2003
USC SCHOOL OF SOCIAL WORK August 2001 - November 2002
Skills
Grant Writing, Proposal Writing, Proposal Management, Project Management, Government Proposals, Marketing Communications, Grants, Program Development, Management, Marketing, Editing, Training, Research, Strategy, Leadership, Strategic Planning, Consulting
Education
University of Southern California 2000 — 2005
Bachelor of Arts, Philosophy
Santa Monica College 1999 — 2000
PwC January 2014 - Present
Freelance April 2011 - January 2014
KPMG Peat Marwick August 2010 - April 2011
JONAS AND ASSOCIATES INC May 2009 - August 2010
Evergreen Lodge April 2008 - November 2008
University of Southern California August 2003 - March 2008
Manask & Associates and Manask Hospitality Group August 2002 - July 2003
USC SCHOOL OF SOCIAL WORK August 2001 - November 2002
Skills
Grant Writing, Proposal Writing, Proposal Management, Project Management, Government Proposals, Marketing Communications, Grants, Program Development, Management, Marketing, Editing, Training, Research, Strategy, Leadership, Strategic Planning, Consulting
Education
University of Southern California 2000 — 2005
Bachelor of Arts, Philosophy
Santa Monica College 1999 — 2000
Cary Bolduc Cary Bolduc's KPMG Peat Marwick Experience February 1995 - April 1996
Job Legal and Contract Operations at Q2ebanking
Industry Legal Services
Experience
Q2ebanking June 2015 - Present
Spredfast November 2012 - May 2015
Blackbaud October 2011 - November 2012
Blackbaud (formerly Convio, Inc.) September 2008 - October 2011
The Coleman Company, Inc. March 2008 - September 2008
FaceTime Communications, Inc. September 1999 - October 2005
IBM Global Services December 1998 - September 1999
IBM Global Services August 1997 - September 1999
KPMG Peat Marwick LLP May 1996 - August 1997
KPMG Peat Marwick February 1995 - April 1996
Skills
Account Management, SaaS, CRM, Salesforce.com, Professional Services, Solution Selling, Enterprise Software, Cloud Computing, Strategic Partnerships, Finance, Strategy, Public Speaking, Business Development, Mergers & Acquisitions, Project Management, Contract Negotiation, Management, Nonprofits, Budgets, Start-ups, Leadership, Sales Process
Education
South Texas College of Law 1995 — 1999
Q2ebanking June 2015 - Present
Spredfast November 2012 - May 2015
Blackbaud October 2011 - November 2012
Blackbaud (formerly Convio, Inc.) September 2008 - October 2011
The Coleman Company, Inc. March 2008 - September 2008
FaceTime Communications, Inc. September 1999 - October 2005
IBM Global Services December 1998 - September 1999
IBM Global Services August 1997 - September 1999
KPMG Peat Marwick LLP May 1996 - August 1997
KPMG Peat Marwick February 1995 - April 1996
Skills
Account Management, SaaS, CRM, Salesforce.com, Professional Services, Solution Selling, Enterprise Software, Cloud Computing, Strategic Partnerships, Finance, Strategy, Public Speaking, Business Development, Mergers & Acquisitions, Project Management, Contract Negotiation, Management, Nonprofits, Budgets, Start-ups, Leadership, Sales Process
Education
South Texas College of Law 1995 — 1999
Burton Speer Burton Speer's KPMG Peat Marwick Experience 1980 - 1982
Job Partner at Mengel, Metzger, Barr & Co. LLP
Industry Accounting
Experience
Mengel, Metzger, Barr & Co. LLP October 2010 - Present
PricewaterhouseCoopers 2005 - October 2011
Paradigm Works, Inc 2000 - 2004
Alexander, Aronson, Finning & Co., P.C. 1992 - 1998
GRANT THORNTON 1989 - 1992
KPMG Peat Marwick 1980 - 1982
Ernst & Young 1977 - 1980
Skills
Multi-State Sales Tax, Tax, Mergers, Tax Research, US Tax, General Ledger, Partnership Taxation, Corporate Tax, GAAP, Sales Tax, Income Tax, Financial Reporting, CPA, Accounting, Tax Accounting, Tax Preparation, International Tax, Tax Returns
Education
State University of New York at Buffalo - School of Management 1975 — 1977
MBA, Accounting and Business/Management
State University of New York College at Buffalo 1972 — 1975
BS, Accounting, Business
Mengel, Metzger, Barr & Co. LLP October 2010 - Present
PricewaterhouseCoopers 2005 - October 2011
Paradigm Works, Inc 2000 - 2004
Alexander, Aronson, Finning & Co., P.C. 1992 - 1998
GRANT THORNTON 1989 - 1992
KPMG Peat Marwick 1980 - 1982
Ernst & Young 1977 - 1980
Skills
Multi-State Sales Tax, Tax, Mergers, Tax Research, US Tax, General Ledger, Partnership Taxation, Corporate Tax, GAAP, Sales Tax, Income Tax, Financial Reporting, CPA, Accounting, Tax Accounting, Tax Preparation, International Tax, Tax Returns
Education
State University of New York at Buffalo - School of Management 1975 — 1977
MBA, Accounting and Business/Management
State University of New York College at Buffalo 1972 — 1975
BS, Accounting, Business
David Swank David Swank's KPMG Peat Marwick Experience 1980 - 1985
Job CFO at Bendon Publishing International, Inc
Industry Consumer Goods
Experience
Bendon Publishing International, Inc 2012 - Present
Xunlight Corporation 2009 - 2011
Diomed Holdings 2003 - 2009
BrookstoneFive, Inc 1996 - 2003
Telxon Corporation 1994 - 1996
PepsiCo Foods International 1989 - 1992
PepsiCo, Inc 1986 - 1989
KPMG Peat Marwick 1980 - 1985
Skills
International Operations, Start-ups, Forecasting, Financial Reporting, Mergers, Strategic Planning, Business Strategy, Accounting, Divestitures, Turn Around Management, Acquisition Integration, SEC filings, Due Diligence, Financial Analysis, International M&A, Mergers & Acquisitions, Medical Devices, Business Development, Finance, Strategy, Executive Management, Venture Capital, Valuation, Restructuring, Analysis, Corporate Development, Strategic Partnerships, Management
Education
Southern Methodist University - Cox School of Business 1986 — 1989
MBA, Finance
The Ohio State University 1975 — 1980
BSBA, Accounting (honors program)
Bendon Publishing International, Inc 2012 - Present
Xunlight Corporation 2009 - 2011
Diomed Holdings 2003 - 2009
BrookstoneFive, Inc 1996 - 2003
Telxon Corporation 1994 - 1996
PepsiCo Foods International 1989 - 1992
PepsiCo, Inc 1986 - 1989
KPMG Peat Marwick 1980 - 1985
Skills
International Operations, Start-ups, Forecasting, Financial Reporting, Mergers, Strategic Planning, Business Strategy, Accounting, Divestitures, Turn Around Management, Acquisition Integration, SEC filings, Due Diligence, Financial Analysis, International M&A, Mergers & Acquisitions, Medical Devices, Business Development, Finance, Strategy, Executive Management, Venture Capital, Valuation, Restructuring, Analysis, Corporate Development, Strategic Partnerships, Management
Education
Southern Methodist University - Cox School of Business 1986 — 1989
MBA, Finance
The Ohio State University 1975 — 1980
BSBA, Accounting (honors program)
Diane Maguire's KPMG Peat Marwick Experience 2000 - 2003
Job Human Resources Officer, Executive Office DPKO/DFS at United Nations
Industry Human Resources
Experience
United Nations 2015 - Present
PubMatic 2014 - 2015
United Nations 2008 - 2014
Save the Children UK 2006 - 2008
PricewaterhouseCoopers 2004 - 2006
KPMG Peat Marwick 2000 - 2003
Skills
Performance Management, Employee Relations, Talent Management, Succession Planning, Recruitment/Retention, Interviewing, Workforce Planning, Onboarding, Team Building, Human Resources, Recruiting, Talent Acquisition, Interviews, HR Policies, Policy, Training, Change Management, Personnel Management
Education
State University of New York College at Geneseo
BA, French Studies
The Catholic University of America
MA, International Relations
United Nations 2015 - Present
PubMatic 2014 - 2015
United Nations 2008 - 2014
Save the Children UK 2006 - 2008
PricewaterhouseCoopers 2004 - 2006
KPMG Peat Marwick 2000 - 2003
Skills
Performance Management, Employee Relations, Talent Management, Succession Planning, Recruitment/Retention, Interviewing, Workforce Planning, Onboarding, Team Building, Human Resources, Recruiting, Talent Acquisition, Interviews, HR Policies, Policy, Training, Change Management, Personnel Management
Education
State University of New York College at Geneseo
BA, French Studies
The Catholic University of America
MA, International Relations
Sherry Senesy, CPA Sherry Senesy, CPA's KPMG Peat Marwick Experience 1989 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
Wireless Facilities Inc. December 2006 - December 2007
HSBC October 2003 - December 2006
Wells Fargo & Company September 1996 - September 2003
ITT Residential Capital Corporation 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
GAAP, Sarbanes-Oxley Act, Finance, Accounting, Financial Accounting, Sarbanes-Oxley, Managerial Finance, Financial Services, US GAAP, Insurance, Accounts Payable, Investments, CPA, Leadership, Financial Analysis, Consolidation, Financial Reporting, Internal Controls, Corporate Finance, Strategic Financial...
Education
San Diego State University-California State University 1986 — 1988
B.S. Business Administration, Accounting Major
New York Life Insurance Company May 2010 - Present
Wireless Facilities Inc. December 2006 - December 2007
HSBC October 2003 - December 2006
Wells Fargo & Company September 1996 - September 2003
ITT Residential Capital Corporation 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
GAAP, Sarbanes-Oxley Act, Finance, Accounting, Financial Accounting, Sarbanes-Oxley, Managerial Finance, Financial Services, US GAAP, Insurance, Accounts Payable, Investments, CPA, Leadership, Financial Analysis, Consolidation, Financial Reporting, Internal Controls, Corporate Finance, Strategic Financial...
Education
San Diego State University-California State University 1986 — 1988
B.S. Business Administration, Accounting Major
Ryan Barnes, CPA, MBA Ryan Barnes, CPA, MBA's KPMG Peat Marwick Experience August 1995 - January 1999
Job Chief Financial Officer and Chief Operating Officer at Hub International Transportation Insurance Services
Industry Insurance
Experience
Hub International Transportation Insurance Services August 2007 - Present
Rhodes Homes, Trade Division August 2006 - July 2007
Rinker Materials October 2001 - June 2006
Lowestfare.com January 1999 - September 2001
KPMG Peat Marwick August 1995 - January 1999
Education
University of Utah - David Eccles School of Business 2008 — 2010
MBA, April 2010
Southern Utah University 1995 — 1995
MAcc, Accounting, Taxation, Auditing
Southern Utah University 1991 — 1994
Bachelor of Accounting
Hub International Transportation Insurance Services August 2007 - Present
Rhodes Homes, Trade Division August 2006 - July 2007
Rinker Materials October 2001 - June 2006
Lowestfare.com January 1999 - September 2001
KPMG Peat Marwick August 1995 - January 1999
Education
University of Utah - David Eccles School of Business 2008 — 2010
MBA, April 2010
Southern Utah University 1995 — 1995
MAcc, Accounting, Taxation, Auditing
Southern Utah University 1991 — 1994
Bachelor of Accounting
Brad Scarborough, CPA, JD Brad Scarborough, CPA, JD's KPMG Peat Marwick Experience August 1991 - September 1994
Job Real Estate/Leasing Attorney Partner at Chapoton Sanders Scarborough LLP
Industry Law Practice
Experience
Chapoton Sanders Scarborough LLP April 2013 - Present
Boyar Miller P.C. October 2007 - March 2013
Crescent Real Estate Equities May 2003 - October 2007
Jackson Walker LLP January 1998 - May 2003
KPMG Peat Marwick August 1991 - September 1994
Skills
Leases, Lease Negotiations, Real Estate Transactions, Commercial Real Estate, Real Estate, Acquisitions, Disposition, Lease Administration, Corporate Real Estate, Landlords, Joint Ventures, Real Estate Economics, Investment Properties, Tenant, Real Estate Financing, Location Intelligence, Due Diligence, Real Estate Development, Land Acquisition, Dispositions
Education
South Texas College of Law 1994 — 1997
J.D.
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration, Accounting
Chapoton Sanders Scarborough LLP April 2013 - Present
Boyar Miller P.C. October 2007 - March 2013
Crescent Real Estate Equities May 2003 - October 2007
Jackson Walker LLP January 1998 - May 2003
KPMG Peat Marwick August 1991 - September 1994
Skills
Leases, Lease Negotiations, Real Estate Transactions, Commercial Real Estate, Real Estate, Acquisitions, Disposition, Lease Administration, Corporate Real Estate, Landlords, Joint Ventures, Real Estate Economics, Investment Properties, Tenant, Real Estate Financing, Location Intelligence, Due Diligence, Real Estate Development, Land Acquisition, Dispositions
Education
South Texas College of Law 1994 — 1997
J.D.
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration, Accounting
Paul Howell Paul Howell's KPMG Peat Marwick Experience 1985 - 1998
Job Partner at Grant Thornton
Industry Accounting
Experience
Grant Thornton May 2000 - Present
Furmanite Worldwide 1998 - 2000
KPMG Peat Marwick 1985 - 1998
KPMG 1985 - 1998
Skills
Corporate Tax, Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, SEC filings, CPA, GAAP, Financial Reporting, Accounting, Revenue Recognition, Private Equity, Internal Controls, Corporate Finance, Auditing
Education
The University of Texas at Arlington - College of Business 1983 — 1985
MPA, Taxation
Stephen F. Austin State University 1978 — 1982
BBA, Management/Marketing
Grant Thornton May 2000 - Present
Furmanite Worldwide 1998 - 2000
KPMG Peat Marwick 1985 - 1998
KPMG 1985 - 1998
Skills
Corporate Tax, Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, SEC filings, CPA, GAAP, Financial Reporting, Accounting, Revenue Recognition, Private Equity, Internal Controls, Corporate Finance, Auditing
Education
The University of Texas at Arlington - College of Business 1983 — 1985
MPA, Taxation
Stephen F. Austin State University 1978 — 1982
BBA, Management/Marketing
Nancy Riley Nancy Riley's KPMG Peat Marwick Experience September 1977 - November 2003
Job Author
Industry Writing and Editing
Experience
US Embassy Morocco January 2004 - January 2009
KPMG Peat Marwick September 1977 - November 2003
Education
University of California, Los Angeles - School of Law 1972 — 1975
J.D.
Stanford University 1967 — 1971
B.A., History
Palo Alto High School 1964 — 1967
US Embassy Morocco January 2004 - January 2009
KPMG Peat Marwick September 1977 - November 2003
Education
University of California, Los Angeles - School of Law 1972 — 1975
J.D.
Stanford University 1967 — 1971
B.A., History
Palo Alto High School 1964 — 1967
Patricia Delaney Patricia Delaney's KPMG Peat Marwick Experience January 1978 - August 1988
Job Associate Vice President, Corporate Learning Partnerships
Industry Higher Education
Experience
University of Maryland University College March 2010 - Present
Ramsey Asset Management June 2003 - December 2009
Export-Import Bank of United States July 1993 - July 1996
WNET Channel 13 (Educational Broadcasting Corporation) September 1988 - July 1993
KPMG Peat Marwick January 1978 - August 1988
Skills
Instructional Design, Business Development, Leadership Development, Strategic Partnerships, Marketing, Strategy, E-Learning, Cross-functional Team..., Entrepreneurship, Relationship Management, Training, Strategic Planning, Analysis, Staff Development, Management Consulting, Research, Blended Learning, Business Strategy, Learning Management, Program Management, Change Management, Performance Management, Leadership, Project Management, Adult Education, Higher Education, Organizational..., Coaching, Management, Performance Improvement, Training Delivery, Team Building, Organizational Learning, Nonprofits, Organizational..., Distance Learning, Needs Analysis, Talent Management, Public Speaking, Workshop Facilitation, Curriculum Design, Consulting, Teaching, Program Development, Proposal Writing
Education
Stanford University
B.A., Economics
University of Maryland Baltimore County
Graduate Certificate, Instructional Systems Development
University of Maryland University College March 2010 - Present
Ramsey Asset Management June 2003 - December 2009
Export-Import Bank of United States July 1993 - July 1996
WNET Channel 13 (Educational Broadcasting Corporation) September 1988 - July 1993
KPMG Peat Marwick January 1978 - August 1988
Skills
Instructional Design, Business Development, Leadership Development, Strategic Partnerships, Marketing, Strategy, E-Learning, Cross-functional Team..., Entrepreneurship, Relationship Management, Training, Strategic Planning, Analysis, Staff Development, Management Consulting, Research, Blended Learning, Business Strategy, Learning Management, Program Management, Change Management, Performance Management, Leadership, Project Management, Adult Education, Higher Education, Organizational..., Coaching, Management, Performance Improvement, Training Delivery, Team Building, Organizational Learning, Nonprofits, Organizational..., Distance Learning, Needs Analysis, Talent Management, Public Speaking, Workshop Facilitation, Curriculum Design, Consulting, Teaching, Program Development, Proposal Writing
Education
Stanford University
B.A., Economics
University of Maryland Baltimore County
Graduate Certificate, Instructional Systems Development
Julie (Bussing) Grubbs Julie (Bussing) Grubbs's KPMG Peat Marwick Experience 1990 - 1995
Job Jeweler at Premier Designs
Industry Banking
Experience
Premier Designs January 2015 - Present
Independent Producers of America LLC January 2014 - Present
BBVA Compass 2008 - May 2010
Compass Bank April 2006 - February 2008
Compass Bank February 2003 - April 2006
Compass Bank May 2001 - February 2003
United Healthcare June 1999 - January 2001
United Healthcare 1995 - 1999
KPMG Peat Marwick 1990 - 1995
Skills
Analysis, Banking, Budgets, Finance, Forecasting, Management, Mergers, Strategy, Accounting, Contract Negotiation, Customer Service, Financial Analysis, Financial Planning, Health Insurance, Leadership, Life Insurance, Strategic Planning, Risk Management, Team Building
Education
Southern Illinois University, Edwardsville 1984 — 1988
Acctg, Acctg, MIS
Premier Designs January 2015 - Present
Independent Producers of America LLC January 2014 - Present
BBVA Compass 2008 - May 2010
Compass Bank April 2006 - February 2008
Compass Bank February 2003 - April 2006
Compass Bank May 2001 - February 2003
United Healthcare June 1999 - January 2001
United Healthcare 1995 - 1999
KPMG Peat Marwick 1990 - 1995
Skills
Analysis, Banking, Budgets, Finance, Forecasting, Management, Mergers, Strategy, Accounting, Contract Negotiation, Customer Service, Financial Analysis, Financial Planning, Health Insurance, Leadership, Life Insurance, Strategic Planning, Risk Management, Team Building
Education
Southern Illinois University, Edwardsville 1984 — 1988
Acctg, Acctg, MIS
Jane Stokes's KPMG Peat Marwick Experience January 1985 - January 1989
Job Finance Manager at Firelight Foundation
Industry Nonprofit Organization Management
Experience
Firelight Foundation 2011 - Present
Georgiana Bruce Kirby Preparatory School January 2007 - July 2011
Stokes & Associates, CPA January 1994 - January 2007
Pataphysical Broadcasting Foundation 2005 - 2007
Mountain Network Solutions, Inc January 1991 - January 1994
Ross Systems, Inc January 1989 - January 1991
KPMG Peat Marwick January 1985 - January 1989
Skills
Data Conversion, Non-profits, Financial Reporting, Philanthropy, Accounting, Social Media, Grants, Event Management, Nonprofits
Education
San Jose State University 1979 — 1981
B.A., Special Major in Humanities
The Evergreen State College
Firelight Foundation 2011 - Present
Georgiana Bruce Kirby Preparatory School January 2007 - July 2011
Stokes & Associates, CPA January 1994 - January 2007
Pataphysical Broadcasting Foundation 2005 - 2007
Mountain Network Solutions, Inc January 1991 - January 1994
Ross Systems, Inc January 1989 - January 1991
KPMG Peat Marwick January 1985 - January 1989
Skills
Data Conversion, Non-profits, Financial Reporting, Philanthropy, Accounting, Social Media, Grants, Event Management, Nonprofits
Education
San Jose State University 1979 — 1981
B.A., Special Major in Humanities
The Evergreen State College
Greg Ragland's KPMG Peat Marwick Experience September 1994 - September 1996
Job Director of Strategic Accounts at Prolifiq Software
Industry Marketing and Advertising
Experience
Prolifiq Software May 2015 - Present
CommEdge LLC September 2012 - Present
Liquid Grids August 2014 - December 2014
Klick Health May 2012 - August 2014
Appature May 2011 - May 2012
Group DCA December 2002 - May 2011
Euro RSCG Life September 2001 - November 2002
Waiting Patient, Inc. September 2000 - July 2001
BioGenesis September 1998 - September 2000
KPMG Peat Marwick September 1994 - September 1996
Skills
Marketing, Marketing Communications, Integrated Marketing, Market Research, Social Media, Direct Mail, Web Analytics, Marketing Strategy, Multi-channel Marketing, Account Management, New Business Development, Strategic Planning, Digital Strategy, Direct Marketing, Strategy, Advertising, SEM, Management, Digital Marketing, SEO, Competitive Analysis, CRM, Pharmaceutical Industry, Sales, Strategic Partnerships, Online Advertising, Business Development, Online Marketing, Interactive Marketing, Digital Media, Program Management, Lead Generation, Salesforce.com, Start-ups, Mobile Marketing, Healthcare, Selling, Relationship Marketing, Email Marketing, Analytics, Product Launch, Product Marketing, Brand Management
Education
San Diego State University-California State University 1996 — 1998
Master of Science (M.S.), Marketing/Marketing Management, General
University of San Diego 1990 — 1994
Bachelor of Accountancy, Accounting and Business/Management
Prolifiq Software May 2015 - Present
CommEdge LLC September 2012 - Present
Liquid Grids August 2014 - December 2014
Klick Health May 2012 - August 2014
Appature May 2011 - May 2012
Group DCA December 2002 - May 2011
Euro RSCG Life September 2001 - November 2002
Waiting Patient, Inc. September 2000 - July 2001
BioGenesis September 1998 - September 2000
KPMG Peat Marwick September 1994 - September 1996
Skills
Marketing, Marketing Communications, Integrated Marketing, Market Research, Social Media, Direct Mail, Web Analytics, Marketing Strategy, Multi-channel Marketing, Account Management, New Business Development, Strategic Planning, Digital Strategy, Direct Marketing, Strategy, Advertising, SEM, Management, Digital Marketing, SEO, Competitive Analysis, CRM, Pharmaceutical Industry, Sales, Strategic Partnerships, Online Advertising, Business Development, Online Marketing, Interactive Marketing, Digital Media, Program Management, Lead Generation, Salesforce.com, Start-ups, Mobile Marketing, Healthcare, Selling, Relationship Marketing, Email Marketing, Analytics, Product Launch, Product Marketing, Brand Management
Education
San Diego State University-California State University 1996 — 1998
Master of Science (M.S.), Marketing/Marketing Management, General
University of San Diego 1990 — 1994
Bachelor of Accountancy, Accounting and Business/Management
Jim McHose Jim McHose's KPMG Peat Marwick Experience 1987 - 1996
Job Chief Financial Officer at Casey Industrial
Industry Financial Services
Experience
Casey Industrial, Inc. October 2014 - Present
Qualifacts Systems, Inc. January 2007 - Present
Indexed I/O February 2014 - Present
Internet Pawn, Inc. March 2009 - Present
Jumping Jack Cash December 2006 - June 2011
Inflow Group, Inc. August 1999 - January 2004
FrontierVision Partners June 1996 - September 1999
KPMG Peat Marwick 1987 - 1996
Skills
Financial Analysis
Education
Southern Illinois University, Carbondale 1982 — 1986
Bachelor's, Accounting
Casey Industrial, Inc. October 2014 - Present
Qualifacts Systems, Inc. January 2007 - Present
Indexed I/O February 2014 - Present
Internet Pawn, Inc. March 2009 - Present
Jumping Jack Cash December 2006 - June 2011
Inflow Group, Inc. August 1999 - January 2004
FrontierVision Partners June 1996 - September 1999
KPMG Peat Marwick 1987 - 1996
Skills
Financial Analysis
Education
Southern Illinois University, Carbondale 1982 — 1986
Bachelor's, Accounting
Becky Crain's KPMG Peat Marwick Experience January 1989 - January 1991
Job SVP, Corporate Financial Planning and Analysis at Regions Bank
Industry Banking
Experience
Regions Bank June 2013 - Present
Regions Bank March 2005 - May 2013
Hibernia Corporation November 1999 - March 2005
Dealer Floorplan December 1997 - November 1999
Hibernia Corporation October 1994 - December 1997
Hibernia Corporation March 1993 - October 1994
UNITED COMPANIES FINANCIAL CORPORATION July 1991 - March 1993
KPMG PEAT MARWICK January 1989 - January 1991
Skills
Financial Analysis, Portfolio Management, Banking, Finance, Corporate Finance, Financial Reporting, Loans, Forecasting, Accounting, Valuation, Mortgage Lending, Auditing, Mortgage Banking, Strategy, Analysis
Education
Southeastern Louisiana University 1991 — 1992
Masters; MBA, Business Administration
Southeastern Louisiana University
B.S, Accounting
Certified Mortgage Banker (CMB)
Licensed CPA
Regions Bank June 2013 - Present
Regions Bank March 2005 - May 2013
Hibernia Corporation November 1999 - March 2005
Dealer Floorplan December 1997 - November 1999
Hibernia Corporation October 1994 - December 1997
Hibernia Corporation March 1993 - October 1994
UNITED COMPANIES FINANCIAL CORPORATION July 1991 - March 1993
KPMG PEAT MARWICK January 1989 - January 1991
Skills
Financial Analysis, Portfolio Management, Banking, Finance, Corporate Finance, Financial Reporting, Loans, Forecasting, Accounting, Valuation, Mortgage Lending, Auditing, Mortgage Banking, Strategy, Analysis
Education
Southeastern Louisiana University 1991 — 1992
Masters; MBA, Business Administration
Southeastern Louisiana University
B.S, Accounting
Certified Mortgage Banker (CMB)
Licensed CPA
Kendra Saddler Kendra Saddler's KPMG Peat Marwick Experience September 1989 - December 1991
Job IT Recruiter ¦ Talent Process PM ¦ Hiring Tools Transformation
Industry Information Technology and Services
Experience
Bridgewater Associates April 2014 - November 2014
Benchmark IT, LLC August 2008 - March 2014
McKinsey & Company, Inc. December 1991 - March 2001
KPMG Peat Marwick September 1989 - December 1991
PHH June 1984 - September 1989
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Contract Recruitment, Business Analysis, Requirements Analysis, CRM, SDLC, Sourcing, Outsourcing, Program Management, Project Management, Professional Services, Internet Recruiting, Account Management, Permanent Placement, IT Strategy, Process Improvement, Client Relationship..., Strategy, Consulting, Team Leadership, Management, Software Project..., Human Resources, Vendor Management, Management Consulting, Interviews, Business Process, Resource Management, Project Portfolio..., Information Technology, SAP, Customer Service, ERP, Customer Relations, Business Process..., Team Management, Project Planning, Sales Management, Team Building, Cross-functional Team..., Change Management, Problem Solving
Education
Southern Illinois University, Carbondale
B.A.
Bridgewater Associates April 2014 - November 2014
Benchmark IT, LLC August 2008 - March 2014
McKinsey & Company, Inc. December 1991 - March 2001
KPMG Peat Marwick September 1989 - December 1991
PHH June 1984 - September 1989
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Contract Recruitment, Business Analysis, Requirements Analysis, CRM, SDLC, Sourcing, Outsourcing, Program Management, Project Management, Professional Services, Internet Recruiting, Account Management, Permanent Placement, IT Strategy, Process Improvement, Client Relationship..., Strategy, Consulting, Team Leadership, Management, Software Project..., Human Resources, Vendor Management, Management Consulting, Interviews, Business Process, Resource Management, Project Portfolio..., Information Technology, SAP, Customer Service, ERP, Customer Relations, Business Process..., Team Management, Project Planning, Sales Management, Team Building, Cross-functional Team..., Change Management, Problem Solving
Education
Southern Illinois University, Carbondale
B.A.
Mary Ann O'Brien Mary Ann O'Brien's KPMG Peat Marwick Experience 1987 - 1988
Job Director of Planning & Program Management, Harvard Human Resources
Industry Higher Education
Experience
Harvard University November 2011 - Present
Harvard Human Resources 2004 - October 2011
Harvard Human Resources 2002 - 2004
Harvard Finance 2000 - 2002
Harvard Project ADAPT HR Project 1997 - 2000
Harvard Magazine, Inc 1995 - 1997
Harvard Office of Financial Strategy and Planning 1988 - 1995
KPMG Peat Marwick 1987 - 1988
Harvard Business School 1983 - 1986
Skills
Internal Communications, Change Management, Employee Engagement, Training, Cross-functional Team..., Management, Leadership, Strategic Planning, Strategy, Human Resources, Project Management, Program Management, Higher Education, Marketing Communications, Strategic Communications, Editing
Education
Simmons College - Simmons School of Management
MBA
University of Rhode Island 1979 — 1982
B.A., magna cum laude
Harvard University November 2011 - Present
Harvard Human Resources 2004 - October 2011
Harvard Human Resources 2002 - 2004
Harvard Finance 2000 - 2002
Harvard Project ADAPT HR Project 1997 - 2000
Harvard Magazine, Inc 1995 - 1997
Harvard Office of Financial Strategy and Planning 1988 - 1995
KPMG Peat Marwick 1987 - 1988
Harvard Business School 1983 - 1986
Skills
Internal Communications, Change Management, Employee Engagement, Training, Cross-functional Team..., Management, Leadership, Strategic Planning, Strategy, Human Resources, Project Management, Program Management, Higher Education, Marketing Communications, Strategic Communications, Editing
Education
Simmons College - Simmons School of Management
MBA
University of Rhode Island 1979 — 1982
B.A., magna cum laude
Alvin Lee Alvin Lee's KPMG Peat Marwick Experience 1989 - 1994
Job User Experience Manager at Netflix
Industry Computer Software
Experience
Netflix August 2009 - Present
Microsoft October 2003 - August 2009
Microsoft May 2002 - October 2003
Microsoft January 2002 - April 2002
Microsoft June 2000 - January 2002
Microsoft December 1997 - June 2000
Channel A 1996 - 1997
Alvin Lee Design 1994 - 1997
KPMG Peat Marwick 1989 - 1994
Skills
Interaction Design, User Interface, User Experience, User Interface Design, User-centered Design, Television, Information Architecture, User Experience Design, Experience Design, Graphic Design, Visual Design, Creative Direction, Art Direction, User Scenarios, Digital Media, Rapid Prototyping, Design Strategy, Mobile Design, Karaoke
Education
Stanford University
B.A., Studio Art (Painting)
Netflix August 2009 - Present
Microsoft October 2003 - August 2009
Microsoft May 2002 - October 2003
Microsoft January 2002 - April 2002
Microsoft June 2000 - January 2002
Microsoft December 1997 - June 2000
Channel A 1996 - 1997
Alvin Lee Design 1994 - 1997
KPMG Peat Marwick 1989 - 1994
Skills
Interaction Design, User Interface, User Experience, User Interface Design, User-centered Design, Television, Information Architecture, User Experience Design, Experience Design, Graphic Design, Visual Design, Creative Direction, Art Direction, User Scenarios, Digital Media, Rapid Prototyping, Design Strategy, Mobile Design, Karaoke
Education
Stanford University
B.A., Studio Art (Painting)
Frank J. Gnisci, CPA (NY)'s KPMG Peat Marwick Experience January 1971 - June 1980
Job Chief Executive Officer at Tampa Bay CFO
Industry Management Consulting
Experience
Tampa Bay CFO January 2009 - Present
Tampa Bay CFO August 2008 - Present
B2B CFO July 2008 - August 2008
Hygeia Corporation January 2000 - June 2008
Terex Corporation January 1994 - December 1997
Breed Technologies January 1997 - March 1997
Hanson Industries January 1988 - December 1993
Chicago Pneumatic Tool Company July 1980 - December 1987
KPMG Peat Marwick January 1971 - June 1980
Technologies, Inc July 1900 - December 1900
Skills
Quickbooks, Cash Management, Integration, Vendor Relations, Compliance, Strategic Planning, Budgeting, Accounting, Financial Reporting, Mergers, Process Improvement, Forecasting, Financial Analysis, Business Planning, ERP, Business Analysis, Exit Strategies, Start-ups, Operations Management, Business Strategy, Financial Modeling, Financial Planning, Microsoft Office, Management Consulting, Due Diligence, Banking, Small Business, Inventory Management, Negotiation, Problem Solving, Cash Flow, Retail, Administration, Cost Accounting, Internal Controls, Account Management, Financial Management, Planning, Analysis, Job Costing, Private Equity, Venture Capital, Commercial Banking, Small Business..., Budgets, Managerial Finance, Strategic Financial..., Project Planning, Mergers & Acquisitions, Management
Education
Saint John's University - Peter J. Tobin College of Business 1967 — 1971
Bachelor of Science, Accounting
Tampa Bay CFO January 2009 - Present
Tampa Bay CFO August 2008 - Present
B2B CFO July 2008 - August 2008
Hygeia Corporation January 2000 - June 2008
Terex Corporation January 1994 - December 1997
Breed Technologies January 1997 - March 1997
Hanson Industries January 1988 - December 1993
Chicago Pneumatic Tool Company July 1980 - December 1987
KPMG Peat Marwick January 1971 - June 1980
Technologies, Inc July 1900 - December 1900
Skills
Quickbooks, Cash Management, Integration, Vendor Relations, Compliance, Strategic Planning, Budgeting, Accounting, Financial Reporting, Mergers, Process Improvement, Forecasting, Financial Analysis, Business Planning, ERP, Business Analysis, Exit Strategies, Start-ups, Operations Management, Business Strategy, Financial Modeling, Financial Planning, Microsoft Office, Management Consulting, Due Diligence, Banking, Small Business, Inventory Management, Negotiation, Problem Solving, Cash Flow, Retail, Administration, Cost Accounting, Internal Controls, Account Management, Financial Management, Planning, Analysis, Job Costing, Private Equity, Venture Capital, Commercial Banking, Small Business..., Budgets, Managerial Finance, Strategic Financial..., Project Planning, Mergers & Acquisitions, Management
Education
Saint John's University - Peter J. Tobin College of Business 1967 — 1971
Bachelor of Science, Accounting
Shannon Soqui Shannon Soqui's KPMG Peat Marwick Experience September 1989 - September 1991
Job President and General Partner at Tech Equity Capital
Industry Venture Capital & Private Equity
Experience
Tech Equity Capital Head of Investment Banking - West CoastAdvanced EquitiesApril 2010 - November 2012
Pacific Crest Securities November 2003 - April 2010
UBS Warbaurg November 2000 - January 2003
Donaldson, Lufkin & Jenrette April 1997 - November 2000
Gunderson Dettmer September 1995 - April 1997
Brobeck, Phleger & Harrison September 1994 - September 1995
KPMG Peat Marwick September 1989 - September 1991
Skills
Certified Public..., Private Equity, Private Placements, Venture Capital, Investment Banking, Capital Raising, Valuation, Corporate Development, Investments, Emerging Markets, Corporate Finance, Alternative Investments, Equities
Education
Santa Clara University School of Law 1991 — 1994
Doctor of Law (J.D.), Magna Cum Laude
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.), Economics
Tech Equity Capital Head of Investment Banking - West CoastAdvanced EquitiesApril 2010 - November 2012
Pacific Crest Securities November 2003 - April 2010
UBS Warbaurg November 2000 - January 2003
Donaldson, Lufkin & Jenrette April 1997 - November 2000
Gunderson Dettmer September 1995 - April 1997
Brobeck, Phleger & Harrison September 1994 - September 1995
KPMG Peat Marwick September 1989 - September 1991
Skills
Certified Public..., Private Equity, Private Placements, Venture Capital, Investment Banking, Capital Raising, Valuation, Corporate Development, Investments, Emerging Markets, Corporate Finance, Alternative Investments, Equities
Education
Santa Clara University School of Law 1991 — 1994
Doctor of Law (J.D.), Magna Cum Laude
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.), Economics
Daniel Corbett Daniel Corbett's KPMG Peat Marwick Experience September 1976 - October 1979
Job Principal at CDH, P.C.
Industry Accounting
Experience
Corbett, Duncan & Hubly, P.C. October 1979 - Present
KPMG Peat Marwick September 1976 - October 1979
Skills
Assurance, Accounting, Risk Management, Tax, Due Diligence, Mergers, CPA
Education
Southern Illinois University, Carbondale 1974 — 1976
BS, Accounting and Administrative Science
Corbett, Duncan & Hubly, P.C. October 1979 - Present
KPMG Peat Marwick September 1976 - October 1979
Skills
Assurance, Accounting, Risk Management, Tax, Due Diligence, Mergers, CPA
Education
Southern Illinois University, Carbondale 1974 — 1976
BS, Accounting and Administrative Science
M Julie Kim M Julie Kim's KPMG Peat Marwick Experience 1984 - 1993
Job Director of P3 FLIPS Program at Stanford University Global Projects Center
Industry Think Tanks
Experience
Stanford University June 2014 - Present
World Wide Group (e-WWG) September 2013 - Present
BeneTellus April 2012 - Present
Global Water January 2007 - Present
Katten Muchin Rosenman LLP February 2014 - May 2014
RAND May 2005 - March 2012
Stanford University January 2004 - May 2005
AECOM 1994 - 2003
URS Corporation 1997 - 2000
KPMG Peat Marwick 1984 - 1993
Skills
Strategic Planning, Program Management, Project Management, Sustainability, Research, Transportation, Government, Management Consulting, Operations Management, Project Planning, Start-ups, Budgets, Team Building, Business Strategy, Policy, Public Speaking, Product Development, Business Development, Quantitative Research, Contract Management
Education
M.I.T.
B.S., Civil Engineering
Stanford University
M.S. & Ph.D., Civil Engineering
Stanford University June 2014 - Present
World Wide Group (e-WWG) September 2013 - Present
BeneTellus April 2012 - Present
Global Water January 2007 - Present
Katten Muchin Rosenman LLP February 2014 - May 2014
RAND May 2005 - March 2012
Stanford University January 2004 - May 2005
AECOM 1994 - 2003
URS Corporation 1997 - 2000
KPMG Peat Marwick 1984 - 1993
Skills
Strategic Planning, Program Management, Project Management, Sustainability, Research, Transportation, Government, Management Consulting, Operations Management, Project Planning, Start-ups, Budgets, Team Building, Business Strategy, Policy, Public Speaking, Product Development, Business Development, Quantitative Research, Contract Management
Education
M.I.T.
B.S., Civil Engineering
Stanford University
M.S. & Ph.D., Civil Engineering
Sonny Discini Sonny Discini's KPMG Peat Marwick Experience May 1990 - January 1994
Job Senior Information Security Engineer, CISSP
Industry Computer & Network Security
Experience
Montgomery County Government September 2002 - Present
V-ONE March 2001 - September 2002
TMC, INC January 1998 - April 2001
BKSY&D LLP March 1994 - December 1997
KPMG Peat Marwick May 1990 - January 1994
Skills
PCI DSS, Malware Analysis, Computer Forensics, Firewalls, Risk Assessment, VPN, Cryptography, Security Engineering, Litigation Support, Process Engineering, Vulnerability Assessment, Penetration Testing, Security, Cyber Security, Network Security, CISSP, Information Security..., Intrusion Detection, Vulnerability Management, IDS, Ethical Hacking, Security Audits, Linux, Information Assurance, HIPAA, IPS, Encryption, System Administration, Vulnerability Scanning, Security Awareness, Application Security, ITIL, Compliance, Antivirus, Data Security, Identity Management, Disaster Recovery, SOX, Business Continuity, Reverse Engineering, Information Security..., Security Assessments, Computer Security, FISMA, NIST, Hardening, Remote Access, Proxy, Security Information, Security Architecture...
Education
St. Thomas Aquinas College 1989 — 1993
Bachelor of Science, Computer Science, Corporate Finance
Montgomery County Government September 2002 - Present
V-ONE March 2001 - September 2002
TMC, INC January 1998 - April 2001
BKSY&D LLP March 1994 - December 1997
KPMG Peat Marwick May 1990 - January 1994
Skills
PCI DSS, Malware Analysis, Computer Forensics, Firewalls, Risk Assessment, VPN, Cryptography, Security Engineering, Litigation Support, Process Engineering, Vulnerability Assessment, Penetration Testing, Security, Cyber Security, Network Security, CISSP, Information Security..., Intrusion Detection, Vulnerability Management, IDS, Ethical Hacking, Security Audits, Linux, Information Assurance, HIPAA, IPS, Encryption, System Administration, Vulnerability Scanning, Security Awareness, Application Security, ITIL, Compliance, Antivirus, Data Security, Identity Management, Disaster Recovery, SOX, Business Continuity, Reverse Engineering, Information Security..., Security Assessments, Computer Security, FISMA, NIST, Hardening, Remote Access, Proxy, Security Information, Security Architecture...
Education
St. Thomas Aquinas College 1989 — 1993
Bachelor of Science, Computer Science, Corporate Finance
Lisa Lund Lisa Lund's KPMG Peat Marwick Experience 1995 - 1999
Job Finance, Accounting, and Tax Consultant
Industry Accounting
Experience
Fitness Together March 2008 - Present
Lund Consulting, LLC 2008 - Present
IKKOS 2012 - 2014
InFocus 2007 - 2008
Enuclia Semiconductor 2005 - 2007
Moss Adams LLP 2001 - 2004
Price Waterhouse Coopers 1999 - 2001
KPMG Peat Marwick 1995 - 1999
Skills
Financial Reporting, Accounting, Small Business, Start-ups, Financial Analysis, Financial Statements, Human Resources, Strategic Planning, Mergers & Acquisitions, Forecasting, Tax, Cash Management, Customer Service, Entrepreneurship, Management, Process Improvement, Marketing, Budgets, Analysis, Account Reconciliation, Leadership, Finance, Strategy, Business Development, New Business Development, Business Strategy, Business Planning, Strategic Partnerships, Team Building, Sales, Executive Management, Training, Management Consulting
Education
Sonoma State University 1990 — 1995
Business Administration - Accounting
Fitness Together March 2008 - Present
Lund Consulting, LLC 2008 - Present
IKKOS 2012 - 2014
InFocus 2007 - 2008
Enuclia Semiconductor 2005 - 2007
Moss Adams LLP 2001 - 2004
Price Waterhouse Coopers 1999 - 2001
KPMG Peat Marwick 1995 - 1999
Skills
Financial Reporting, Accounting, Small Business, Start-ups, Financial Analysis, Financial Statements, Human Resources, Strategic Planning, Mergers & Acquisitions, Forecasting, Tax, Cash Management, Customer Service, Entrepreneurship, Management, Process Improvement, Marketing, Budgets, Analysis, Account Reconciliation, Leadership, Finance, Strategy, Business Development, New Business Development, Business Strategy, Business Planning, Strategic Partnerships, Team Building, Sales, Executive Management, Training, Management Consulting
Education
Sonoma State University 1990 — 1995
Business Administration - Accounting
Vanessa St. Amant's KPMG Peat Marwick Experience December 2006 - Present
Job KPMG LLP, Industries & Marketing
Industry Accounting
Experience
KPMG Peat Marwick December 2006 - Present
Security Plan Life Insurance Company December 1998 - November 2006
DSK Realtors April 1996 - December 1998
Skills
SharePoint Designer, Marketing Communications, Online Marketing, Market Research, Real Estate Financing, Real Estate Transactions, Commercial Leasing, Accounting, Customer Service, Web Design, Operating Budgets, Financial Analysis, Corporate Social...
Education
Southeastern Louisiana University
Bachelor of Business Administration (B.B.A.), Marketing/Management
KPMG Peat Marwick December 2006 - Present
Security Plan Life Insurance Company December 1998 - November 2006
DSK Realtors April 1996 - December 1998
Skills
SharePoint Designer, Marketing Communications, Online Marketing, Market Research, Real Estate Financing, Real Estate Transactions, Commercial Leasing, Accounting, Customer Service, Web Design, Operating Budgets, Financial Analysis, Corporate Social...
Education
Southeastern Louisiana University
Bachelor of Business Administration (B.B.A.), Marketing/Management
Scott Arey Scott Arey's KPMG Peat Marwick Experience June 1984 - October 1985
Job Chief Financial Officer at Calpian, Inc (CLPI)
Industry Venture Capital & Private Equity
Experience
Calpian, Inc (CLPI) November 2013 - Present
Alsbridge October 2009 - October 2013
Journey Education Marketing June 2007 - November 2009
ARESCOM, Inc. October 2001 - September 2007
Endymion Systems, Inc. (ESI) April 2000 - October 2001
Golden State International 1998 - 2000
Bank of America October 1985 - December 1995
KPMG Peat Marwick June 1984 - October 1985
Skills
Mergers, Accounting, Investments, Banking, IPO, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Venture Capital, Corporate Finance, Investor Relations, Executive Management, Strategic Planning, Capital, Acquisitions, Acquisition Integration, Restructuring, Start-ups, Valuation, Turn Around Management, Financial Reporting, Managerial Finance, Internal Controls, Finance, M&A experience, Business Valuation, Risk Management, Project Finance, Management Consulting, Cash Flow Forecasting, Working Capital..., Consolidation, Equities, Business Strategy, Forecasting, Treasury, International Finance, Capital Raising, Capital Markets, Business Development, Strategic Financial..., Business Planning, Strategy, Cash Management, Treasury Management, SEC filings, Divestitures, SEC, Sarbanes-Oxley
Education
Stanford University 1981 — 1984
Bachelor of Arts (B.A.), Public Policy
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Calpian, Inc (CLPI) November 2013 - Present
Alsbridge October 2009 - October 2013
Journey Education Marketing June 2007 - November 2009
ARESCOM, Inc. October 2001 - September 2007
Endymion Systems, Inc. (ESI) April 2000 - October 2001
Golden State International 1998 - 2000
Bank of America October 1985 - December 1995
KPMG Peat Marwick June 1984 - October 1985
Skills
Mergers, Accounting, Investments, Banking, IPO, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Venture Capital, Corporate Finance, Investor Relations, Executive Management, Strategic Planning, Capital, Acquisitions, Acquisition Integration, Restructuring, Start-ups, Valuation, Turn Around Management, Financial Reporting, Managerial Finance, Internal Controls, Finance, M&A experience, Business Valuation, Risk Management, Project Finance, Management Consulting, Cash Flow Forecasting, Working Capital..., Consolidation, Equities, Business Strategy, Forecasting, Treasury, International Finance, Capital Raising, Capital Markets, Business Development, Strategic Financial..., Business Planning, Strategy, Cash Management, Treasury Management, SEC filings, Divestitures, SEC, Sarbanes-Oxley
Education
Stanford University 1981 — 1984
Bachelor of Arts (B.A.), Public Policy
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Debra Royce Debra Royce's KPMG Peat Marwick Experience January 1987 - January 1990
Job Chief Financial Officer at AllEarth Renewables, Inc
Industry Renewables & Environment
Experience
AllEarth Renewables, Inc August 2015 - Present
Draker Energy Inc May 2014 - July 2015
Revision Military, LTD August 2007 - April 2014
Chittenden Services Group May 2006 - August 2007
Ben & Jerry's Homemade, Inc January 2000 - September 2005
Ben & Jerry's January 1997 - January 2000
G.S. Blodgett Corporation January 1990 - January 1997
KPMG Peat Marwick January 1987 - January 1990
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Managerial Finance, Financial Analysis, Finance, Budgets, GAAP, Tax, US GAAP, Financial Audits, Management, Financial Statements, Internal Audit, Accounts Payable
Education
Southern New Hampshire University 1980 — 1984
B.S, Accounting
AllEarth Renewables, Inc August 2015 - Present
Draker Energy Inc May 2014 - July 2015
Revision Military, LTD August 2007 - April 2014
Chittenden Services Group May 2006 - August 2007
Ben & Jerry's Homemade, Inc January 2000 - September 2005
Ben & Jerry's January 1997 - January 2000
G.S. Blodgett Corporation January 1990 - January 1997
KPMG Peat Marwick January 1987 - January 1990
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Managerial Finance, Financial Analysis, Finance, Budgets, GAAP, Tax, US GAAP, Financial Audits, Management, Financial Statements, Internal Audit, Accounts Payable
Education
Southern New Hampshire University 1980 — 1984
B.S, Accounting
Bruce Bialka's KPMG Peat Marwick Experience 1987 - 1990
Job VP Finance at EMA, Inc
Industry Information Technology and Services
Experience
EMA, Inc April 2002 - Present
Browning Ferris Industries February 1990 - February 1999
KPMG September 1987 - January 1990
KPMG Peat Marwick 1987 - 1990
Education
St. Cloud State University 1982 — 1987
Bachelors, Accounting
EMA, Inc April 2002 - Present
Browning Ferris Industries February 1990 - February 1999
KPMG September 1987 - January 1990
KPMG Peat Marwick 1987 - 1990
Education
St. Cloud State University 1982 — 1987
Bachelors, Accounting
Janie Douglas's KPMG Peat Marwick Experience 1987 - 1990
Job Senior Vice President, National Group Services Practice Leader at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt 2010 - Present
Hewitt Associates October 2008 - Present
Hewitt Associates 1993 - November 2009
BCBS Association 1991 - 1993
KPMG Peat Marwick 1987 - 1990
Education
Spelman College 1983 — 1987
Aon Hewitt 2010 - Present
Hewitt Associates October 2008 - Present
Hewitt Associates 1993 - November 2009
BCBS Association 1991 - 1993
KPMG Peat Marwick 1987 - 1990
Education
Spelman College 1983 — 1987
Vickie Wen's KPMG Peat Marwick Experience August 1995 - August 1998
Job Director of Accounting, Assistant Controller
Industry Telecommunications
Experience
NeoPhotonics October 2011 - Present
Hitachi GST September 1998 - October 2011
KPMG Peat Marwick August 1995 - August 1998
Skills
Sarbanes-Oxley Act, Cost Accounting, Auditing, Accounting, ERP, Internal Audit, Mergers & Acquisitions, Finance, Accounts Payable, Budgets, Payroll, Accounts Receivable, Fixed Assets, Management, Leadership
Education
Shenzhen University
NeoPhotonics October 2011 - Present
Hitachi GST September 1998 - October 2011
KPMG Peat Marwick August 1995 - August 1998
Skills
Sarbanes-Oxley Act, Cost Accounting, Auditing, Accounting, ERP, Internal Audit, Mergers & Acquisitions, Finance, Accounts Payable, Budgets, Payroll, Accounts Receivable, Fixed Assets, Management, Leadership
Education
Shenzhen University
Wes Bonewell, CFA's KPMG Peat Marwick Experience 1988 - 1991
Job Senior Vice President at Government of Singapore Investment Corporation
Industry Investment Management
Experience
GIC June 2008 - Present
GMAC Rescap January 1998 - May 2008
GMAC RFC 1998 - May 2008
AgriBank, FCB 1991 - January 1998
KPMG Peat Marwick 1988 - 1991
Skills
Investments, Securitization, Portfolio Management, MBS, Capital Markets, Structured Finance, Asset Management, Derivatives, Structured Products, Fixed Income, Market Risk, Financial Structuring, Hedging, Hedge Funds, Valuation, Alternative Investments, Options, Trading, Bonds, Due Diligence, Financial Modeling, Credit Risk, Mortgage Lending, Equities, Securities, Bloomberg
Education
University of Minnesota - Carlson School of Management 1986 — 1987
Accounting
St. Olaf College 1980 — 1984
BA, Chemistry
GIC June 2008 - Present
GMAC Rescap January 1998 - May 2008
GMAC RFC 1998 - May 2008
AgriBank, FCB 1991 - January 1998
KPMG Peat Marwick 1988 - 1991
Skills
Investments, Securitization, Portfolio Management, MBS, Capital Markets, Structured Finance, Asset Management, Derivatives, Structured Products, Fixed Income, Market Risk, Financial Structuring, Hedging, Hedge Funds, Valuation, Alternative Investments, Options, Trading, Bonds, Due Diligence, Financial Modeling, Credit Risk, Mortgage Lending, Equities, Securities, Bloomberg
Education
University of Minnesota - Carlson School of Management 1986 — 1987
Accounting
St. Olaf College 1980 — 1984
BA, Chemistry
Rick Matcovich's KPMG Peat Marwick Experience September 1984 - June 1987
Job Vice President, AquaBella Organic Solutions
Industry Management Consulting
Experience
AquaBella Organic Solutions, LLC November 2008 - October 2014
TrustedPeer January 2012 - April 2013
Cardwell Group November 1995 - November 1998
Towers Perrin June 1988 - November 1995
KPMG Peat Marwick September 1984 - June 1987
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Industrial Relations
Stanford University 1980 — 1984
BA, Economics
AquaBella Organic Solutions, LLC November 2008 - October 2014
TrustedPeer January 2012 - April 2013
Cardwell Group November 1995 - November 1998
Towers Perrin June 1988 - November 1995
KPMG Peat Marwick September 1984 - June 1987
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Industrial Relations
Stanford University 1980 — 1984
BA, Economics
Jill Orietas's KPMG Peat Marwick Experience September 2000 - July 2002
Job Recruiting Manager at Robert Half International
Industry Staffing and Recruiting
Experience
Robert Half International July 2006 - Present
Accountemps July 2002 - July 2006
KPMG Peat Marwick September 2000 - July 2002
Skills
Recruiting, Human Resources, Temporary Placement, Employee Engagement, Management, College Recruiting, Talent Acquisition, Applicant Tracking..., Accounting, Employee Benefits, Temporary Staffing, Employee Relations, Onboarding, Auditing, Performance Appraisal, HR Consulting, Staffing Services, Labor Relations, Talent Management, Hiring, Resume Writing, Interviews, Internet Recruiting, Coaching, Employment Law, Financial Statements, Process Improvement, Sarbanes-Oxley Act, Background Checks, Career Counseling, Employee Training, Financial Reporting, New Hire Orientations, Employer Branding, ADP Payroll, Performance Management, Benefits Administration, Organizational..., Recruitment Advertising, Sourcing, HRIS, Corporate Recruiting, Cold Calling, Personnel Management, Financial Analysis, Employee Handbooks, HR Policies, Budgets, Executive Search, Training
Education
Siena College 1996 — 2000
Bachelors, Accounting
Robert Half International July 2006 - Present
Accountemps July 2002 - July 2006
KPMG Peat Marwick September 2000 - July 2002
Skills
Recruiting, Human Resources, Temporary Placement, Employee Engagement, Management, College Recruiting, Talent Acquisition, Applicant Tracking..., Accounting, Employee Benefits, Temporary Staffing, Employee Relations, Onboarding, Auditing, Performance Appraisal, HR Consulting, Staffing Services, Labor Relations, Talent Management, Hiring, Resume Writing, Interviews, Internet Recruiting, Coaching, Employment Law, Financial Statements, Process Improvement, Sarbanes-Oxley Act, Background Checks, Career Counseling, Employee Training, Financial Reporting, New Hire Orientations, Employer Branding, ADP Payroll, Performance Management, Benefits Administration, Organizational..., Recruitment Advertising, Sourcing, HRIS, Corporate Recruiting, Cold Calling, Personnel Management, Financial Analysis, Employee Handbooks, HR Policies, Budgets, Executive Search, Training
Education
Siena College 1996 — 2000
Bachelors, Accounting
Tim Sullivan's KPMG Peat Marwick Experience June 1987 - December 1994
Job Practice Leader at Meyers Research LLC, a Kennedy Wilson Company
Industry Real Estate
Experience
Meyers Research LLC, a Kennedy Wilson Company December 2012 - Present
John Burns Real Estate Consulting June 2010 - November 2012
Sullivan Group Real Estate Advisors January 2005 - June 2010
Hanley Wood Market Intelligence 2004 - 2005
Meyers Group 1995 - 2004
KPMG Peat Marwick June 1987 - December 1994
Goodkin Group May 1982 - June 1987
Skills
Real Estate Development, Real Estate, Strategic Planning, Mergers & Acquisitions, Land Acquisition, Marketing, Investment Properties, Valuation, Residential Homes, Real Estate Economics, Portfolio Management, Due Diligence, New Business Development, Selling, Budgets, Single Family Homes, Real Estate Transactions, Contract Negotiation, REO, Market Analysis, Negotiation, Land Development, Commercial Real Estate, Location Intelligence, Market Research, Public Speaking, Sellers, Strategy, Business Strategy, Economics, Disposition, Property Management, Business Development, Entitlements, Marketing Strategy, Leases, Financial Modeling, Leadership, Foreclosures, Feasibility Studies, Condos, Marketing Communications, Brokerage, Social Media Marketing, Financial Analysis, Social Media, Investments, Private Equity, Investors, Real Estate Financing
Education
San Diego State University-California State University 1991 — 1993
MBA, Finance and Marketing
University of California, San Diego 1978 — 1983
BA, Economics
Meyers Research LLC, a Kennedy Wilson Company December 2012 - Present
John Burns Real Estate Consulting June 2010 - November 2012
Sullivan Group Real Estate Advisors January 2005 - June 2010
Hanley Wood Market Intelligence 2004 - 2005
Meyers Group 1995 - 2004
KPMG Peat Marwick June 1987 - December 1994
Goodkin Group May 1982 - June 1987
Skills
Real Estate Development, Real Estate, Strategic Planning, Mergers & Acquisitions, Land Acquisition, Marketing, Investment Properties, Valuation, Residential Homes, Real Estate Economics, Portfolio Management, Due Diligence, New Business Development, Selling, Budgets, Single Family Homes, Real Estate Transactions, Contract Negotiation, REO, Market Analysis, Negotiation, Land Development, Commercial Real Estate, Location Intelligence, Market Research, Public Speaking, Sellers, Strategy, Business Strategy, Economics, Disposition, Property Management, Business Development, Entitlements, Marketing Strategy, Leases, Financial Modeling, Leadership, Foreclosures, Feasibility Studies, Condos, Marketing Communications, Brokerage, Social Media Marketing, Financial Analysis, Social Media, Investments, Private Equity, Investors, Real Estate Financing
Education
San Diego State University-California State University 1991 — 1993
MBA, Finance and Marketing
University of California, San Diego 1978 — 1983
BA, Economics
Jeff Homan's KPMG Peat Marwick Experience 1986 - 1988
Job Director of Marketing and Office Manager
Industry Hospital & Health Care
Experience
3D Action Video, Inc March 2013 - Present
Angeles Home Health Care July 2008 - June 2012
Medical Computer Systems 1998 - May 2008
Misys Healthcare Systems 2007 - 2008
Reynolds and Reynolds Healthcare 1995 - 1997
KPMG Peat Marwick 1986 - 1988
Accenture 1983 - 1986
Skills
Healthcare, EHR, Medical Billing, Training, Medicare, Hospitals, Account Management, Physicians, Strategy, Sales, Marketing, Clinical Research, Selling, Accounts Receivable, Home Care
Education
Thunderbird School of Global Management 1981 — 1982
Master of Business Administration (M.B.A.), International Finance & Industrial Marketing, 3.65
University of Missouri-Columbia 1978 — 1981
Bachelor of Arts (B.A.), Financial Economics and Accounting
Sophia University 1979 — 1980
Year abroad program, Japanese language, culture, religon, history, and society, 3.5
3D Action Video, Inc March 2013 - Present
Angeles Home Health Care July 2008 - June 2012
Medical Computer Systems 1998 - May 2008
Misys Healthcare Systems 2007 - 2008
Reynolds and Reynolds Healthcare 1995 - 1997
KPMG Peat Marwick 1986 - 1988
Accenture 1983 - 1986
Skills
Healthcare, EHR, Medical Billing, Training, Medicare, Hospitals, Account Management, Physicians, Strategy, Sales, Marketing, Clinical Research, Selling, Accounts Receivable, Home Care
Education
Thunderbird School of Global Management 1981 — 1982
Master of Business Administration (M.B.A.), International Finance & Industrial Marketing, 3.65
University of Missouri-Columbia 1978 — 1981
Bachelor of Arts (B.A.), Financial Economics and Accounting
Sophia University 1979 — 1980
Year abroad program, Japanese language, culture, religon, history, and society, 3.5
Mary Bach's KPMG Peat Marwick Experience January 1991 - December 1996
Job
Industry Information Technology and Services
Experience
Hewlett-Packard January 2012 - Present
Hewlett-Packard May 2009 - January 2012
Hewlett-Packard November 2008 - May 2009
Hewlett-Packard July 2002 - November 2008
Hewlett-Packard July 2000 - July 2002
Hewlett-Packard July 1998 - July 2000
Hewlett-Packard January 1997 - July 1998
KPMG Peat Marwick January 1991 - December 1996
Skills
Cross-functional Team..., Management, Business Process..., Internal Controls, Auditing, Finance, Forecasting, Managerial Finance, Financial Analysis, Financial Statements, Strategic Financial..., Process Improvement, Acquisition Integration, Financial Modeling, Essbase
Education
Santa Clara University 1988 — 1990
MBA
Santa Clara University 1982 — 1986
Bachelors of Science in Commerce
Hewlett-Packard January 2012 - Present
Hewlett-Packard May 2009 - January 2012
Hewlett-Packard November 2008 - May 2009
Hewlett-Packard July 2002 - November 2008
Hewlett-Packard July 2000 - July 2002
Hewlett-Packard July 1998 - July 2000
Hewlett-Packard January 1997 - July 1998
KPMG Peat Marwick January 1991 - December 1996
Skills
Cross-functional Team..., Management, Business Process..., Internal Controls, Auditing, Finance, Forecasting, Managerial Finance, Financial Analysis, Financial Statements, Strategic Financial..., Process Improvement, Acquisition Integration, Financial Modeling, Essbase
Education
Santa Clara University 1988 — 1990
MBA
Santa Clara University 1982 — 1986
Bachelors of Science in Commerce
LeAnn Luna's KPMG Peat Marwick Experience 1988 - 1992
Job Professor of Accounting at Univ. of TN
Industry Accounting
Experience
University of Tennessee July 2005 - Present
Center for Business and Economic Research 2005 - Present
Univ. of North Carolina - Wilmington 2000 - 2005
University of Tennessee 1996 - 2000
Whittle Communicatons 1992 - 1996
KPMG Peat Marwick 1988 - 1992
Skills
Accounting, Auditing, Financial Accounting, CPA, Tax, Financial Reporting, Tax Preparation, US GAAP, Financial Analysis, GAAP, Income Tax, Tax Accounting, Internal Controls, Corporate Tax
Education
University of Tennessee-Knoxville 1996 — 2000
PhD, Accounting/Economics
University of Denver College of Law 1987 — 1988
Master of Tax
Southern Methodist University
B.B.A., Accounting
University of Tennessee July 2005 - Present
Center for Business and Economic Research 2005 - Present
Univ. of North Carolina - Wilmington 2000 - 2005
University of Tennessee 1996 - 2000
Whittle Communicatons 1992 - 1996
KPMG Peat Marwick 1988 - 1992
Skills
Accounting, Auditing, Financial Accounting, CPA, Tax, Financial Reporting, Tax Preparation, US GAAP, Financial Analysis, GAAP, Income Tax, Tax Accounting, Internal Controls, Corporate Tax
Education
University of Tennessee-Knoxville 1996 — 2000
PhD, Accounting/Economics
University of Denver College of Law 1987 — 1988
Master of Tax
Southern Methodist University
B.B.A., Accounting
Teri Morris's KPMG Peat Marwick Experience 1993 - 2000
Job Owner, Peyton Street Antiques
Industry Retail
Experience
Peyton Street Pens August 2010 - Present
eBay 2000 - 2004
KPMG Consulting / BearingPoint 1993 - 2000
KPMG Peat Marwick 1993 - 2000
Education
San Jose State University 1992 — 1993
Peyton Street Pens August 2010 - Present
eBay 2000 - 2004
KPMG Consulting / BearingPoint 1993 - 2000
KPMG Peat Marwick 1993 - 2000
Education
San Jose State University 1992 — 1993
Ben Allison's KPMG Peat Marwick Experience August 1984 - December 1986
Job Independent Financial Services Professional
Industry Financial Services
Experience
Ben M. Allison, CPA 2000 - Present
Tilia Inc. 1997 - 2000
Tilia, Inc January 1994 - January 1997
Nationwide Marketing January 1990 - January 1994
Mah & Associates, LLP January 1986 - January 1990
KPMG Peat Marwick August 1984 - December 1986
Skills
Strategic Planning, Financial Modeling, Wealth Management, Mergers, Mergers & Acquisitions, Analysis, Management, Portfolio Management, Budgets, Finance, Customer Service, Marketing Strategy, Strategic Financial...
Education
University of Utah - David Eccles School of Business 1981 — 1984
BS, Accounting/Finance
McCallie
McCallie
Stanford University
Ben M. Allison, CPA 2000 - Present
Tilia Inc. 1997 - 2000
Tilia, Inc January 1994 - January 1997
Nationwide Marketing January 1990 - January 1994
Mah & Associates, LLP January 1986 - January 1990
KPMG Peat Marwick August 1984 - December 1986
Skills
Strategic Planning, Financial Modeling, Wealth Management, Mergers, Mergers & Acquisitions, Analysis, Management, Portfolio Management, Budgets, Finance, Customer Service, Marketing Strategy, Strategic Financial...
Education
University of Utah - David Eccles School of Business 1981 — 1984
BS, Accounting/Finance
McCallie
McCallie
Stanford University
Daniel Shafer's KPMG Peat Marwick Experience 1990 - 1993
Job VP of Finance at Travel Tags
Industry Chemicals
Experience
Travel Tags June 2015 - Present
Pentair April 2013 - March 2015
Pentair October 2012 - February 2013
Pentair May 2009 - September 2012
Valspar September 2003 - April 2009
Ecolab September 1993 - September 2003
KPMG Peat Marwick 1990 - 1993
Skills
Corporate Finance, Managerial Finance, Finance, Manufacturing, Financial Reporting, Strategic Financial..., Management, Forecasting, Strategic Planning, Analysis, Financial Planning, Cost Accounting, Cross-functional Team..., Process Improvement, Budgets, Mergers
Education
St. Cloud State University - Herberger Business School 1986 — 1990
SHS 1983 — 1986
Stillwater Senior High School 1983 — 1986
Travel Tags June 2015 - Present
Pentair April 2013 - March 2015
Pentair October 2012 - February 2013
Pentair May 2009 - September 2012
Valspar September 2003 - April 2009
Ecolab September 1993 - September 2003
KPMG Peat Marwick 1990 - 1993
Skills
Corporate Finance, Managerial Finance, Finance, Manufacturing, Financial Reporting, Strategic Financial..., Management, Forecasting, Strategic Planning, Analysis, Financial Planning, Cost Accounting, Cross-functional Team..., Process Improvement, Budgets, Mergers
Education
St. Cloud State University - Herberger Business School 1986 — 1990
SHS 1983 — 1986
Stillwater Senior High School 1983 — 1986
Robert Dose's KPMG Peat Marwick Experience September 1984 - March 1990
Job Vice President Finance at Virco Mfg. Corporation
Industry Furniture
Experience
Virco Mfg. Corporation June 1997 - Present
Virco Mfg. Corporation March 1990 - June 1997
KPMG Peat Marwick September 1984 - March 1990
Skills
Sarbanes-Oxley Act, Financial Analysis, SEC filings, Financial Reporting, Forecasting, Accounting, Internal Controls, Management, Due Diligence, Account Management, SEC Filings
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA
Stanford University 1974 — 1978
Bachelor's Degree, Economics
Virco Mfg. Corporation June 1997 - Present
Virco Mfg. Corporation March 1990 - June 1997
KPMG Peat Marwick September 1984 - March 1990
Skills
Sarbanes-Oxley Act, Financial Analysis, SEC filings, Financial Reporting, Forecasting, Accounting, Internal Controls, Management, Due Diligence, Account Management, SEC Filings
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA
Stanford University 1974 — 1978
Bachelor's Degree, Economics
Connor Briggs's KPMG Peat Marwick Experience July 1996 - February 1997
Job Short Radius Drilling Owner
Industry Oil & Energy
Experience
Ivy Energy September 2008 - Present
WorldTelemetry, Inc. 2003 - 2008
Commerce One July 2000 - August 2001
KPMG Consulting March 1997 - April 2001
KPMG Peat Marwick July 1996 - February 1997
Skills
SaaS, Cloud Computing
Education
Southern Methodist University 1992 — 1996
Accounting, Accounting/Economics
Southern Methodist University - Cox School of Business 1992 — 1996
Memorial High School
Ivy Energy September 2008 - Present
WorldTelemetry, Inc. 2003 - 2008
Commerce One July 2000 - August 2001
KPMG Consulting March 1997 - April 2001
KPMG Peat Marwick July 1996 - February 1997
Skills
SaaS, Cloud Computing
Education
Southern Methodist University 1992 — 1996
Accounting, Accounting/Economics
Southern Methodist University - Cox School of Business 1992 — 1996
Memorial High School
Rosa deSousa's KPMG Peat Marwick Experience 1995 - 2002
Job Executive Coordinator Sanofi Renal GSU
Industry Biotechnology
Experience
sanofi-aventis November 2005 - Present
Feed Fitchburg 2015 - 2015
Feed Fitchburg 2015 - 2015
KPMG Peat Marwick 1995 - 2002
Skills
Outlook, Pharmaceutical Industry, Software Documentation, CRM, Biotechnology, Administrative..., Analysis, Training, Healthcare, Event Planning, Event Management, Building Relationships, Relationship Management, Leading Diverse Teams, Negotiation, Leadership, Concur, Office Management, Human Resources, Travel Arrangements, Confidentiality, Meeting Planning, Process Scheduler, Management, Sales, Cross-functional Team..., Medical Devices, Microsoft Office, Customer Service, Administrative..., Microsoft Excel, Strategy, Life Sciences, Communication, Recruiting
Education
Southern New Hampshire University 2014 — 2018
Bachelor's Degree, Marketing
Burdett Business School 1989 — 1989
Certificate, Executive Secretarial Science
sanofi-aventis November 2005 - Present
Feed Fitchburg 2015 - 2015
Feed Fitchburg 2015 - 2015
KPMG Peat Marwick 1995 - 2002
Skills
Outlook, Pharmaceutical Industry, Software Documentation, CRM, Biotechnology, Administrative..., Analysis, Training, Healthcare, Event Planning, Event Management, Building Relationships, Relationship Management, Leading Diverse Teams, Negotiation, Leadership, Concur, Office Management, Human Resources, Travel Arrangements, Confidentiality, Meeting Planning, Process Scheduler, Management, Sales, Cross-functional Team..., Medical Devices, Microsoft Office, Customer Service, Administrative..., Microsoft Excel, Strategy, Life Sciences, Communication, Recruiting
Education
Southern New Hampshire University 2014 — 2018
Bachelor's Degree, Marketing
Burdett Business School 1989 — 1989
Certificate, Executive Secretarial Science
Michael Apmann's KPMG Peat Marwick Experience October 1991 - November 1994
Job Executive Director
Industry Capital Markets
Experience
J.P. Morgan October 2014 - Present
Credit Suisse June 2011 - October 2014
RBC Capital Markets April 2007 - June 2011
Freeborders August 2001 - March 2007
Lante May 1999 - June 2001
Salomon Smith Barney October 1996 - May 1999
PepsiCo November 1994 - October 1996
KPMG Peat Marwick October 1991 - November 1994
Keane August 1989 - October 1991
Skills
SDLC, Capital Markets, Derivatives, Business Analysis, Fixed Income, Investment Banking, Program Management, Analysis, PMO, Project Management, IT Strategy, Equities, Trading Systems, Risk Management, Business Requirements, CRM, Business Process, Management Consulting
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Int'l Business
State University of New York College at Plattsburgh 1984 — 1989
BS, Computer Science
J.P. Morgan October 2014 - Present
Credit Suisse June 2011 - October 2014
RBC Capital Markets April 2007 - June 2011
Freeborders August 2001 - March 2007
Lante May 1999 - June 2001
Salomon Smith Barney October 1996 - May 1999
PepsiCo November 1994 - October 1996
KPMG Peat Marwick October 1991 - November 1994
Keane August 1989 - October 1991
Skills
SDLC, Capital Markets, Derivatives, Business Analysis, Fixed Income, Investment Banking, Program Management, Analysis, PMO, Project Management, IT Strategy, Equities, Trading Systems, Risk Management, Business Requirements, CRM, Business Process, Management Consulting
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Int'l Business
State University of New York College at Plattsburgh 1984 — 1989
BS, Computer Science
Kathleen Finnerty's KPMG Peat Marwick Experience October 1992 - December 1995
Job Library Teacher at Waltham Public Schools
Industry Libraries
Experience
Waltham Public Library October 2001 - Present
Waltham Public Schools September 2000 - Present
Marblehead Public Schools September 1998 - June 2000
Tisbury School September 1997 - June 1998
KPMG Peat Marwick October 1992 - December 1995
Birkhauser Boston 1991 - 1992
Skills
Library Instruction, Library, Instructional Technology, Editing, Library Science, Collection Development, Teaching, Curriculum Design, Public Libraries, Curriculum Development, Public Speaking, Community Outreach, Reader's Advisory, Library Management
Education
SUNY Albany 1995 — 1997
MLS, Library Science: School Media
State University of New York at New Paltz 1986 — 1990
Bachelor of Arts (B.A.), English - Liberal Arts
Waltham Public Library October 2001 - Present
Waltham Public Schools September 2000 - Present
Marblehead Public Schools September 1998 - June 2000
Tisbury School September 1997 - June 1998
KPMG Peat Marwick October 1992 - December 1995
Birkhauser Boston 1991 - 1992
Skills
Library Instruction, Library, Instructional Technology, Editing, Library Science, Collection Development, Teaching, Curriculum Design, Public Libraries, Curriculum Development, Public Speaking, Community Outreach, Reader's Advisory, Library Management
Education
SUNY Albany 1995 — 1997
MLS, Library Science: School Media
State University of New York at New Paltz 1986 — 1990
Bachelor of Arts (B.A.), English - Liberal Arts
Jerry Ghirardo's KPMG Peat Marwick Experience November 1986 - December 1989
Job Owner, Ghirardo CPA
Industry Accounting
Experience
Ghirardo CPA January 1990 - Present
KPMG Peat Marwick November 1986 - December 1989
Stiassi Doves, SRL September 1982 - June 1986
Education
University of California, Berkeley, Haas School of Business 1985 — 1986
MBA, Accounting and Real Estate
Stanford University 1977 — 1981
BS, History, Economics
Ghirardo CPA January 1990 - Present
KPMG Peat Marwick November 1986 - December 1989
Stiassi Doves, SRL September 1982 - June 1986
Education
University of California, Berkeley, Haas School of Business 1985 — 1986
MBA, Accounting and Real Estate
Stanford University 1977 — 1981
BS, History, Economics
Martha Leonard Voight's KPMG Peat Marwick Experience August 1981 - April 1984
Job CPA at Martha Leonard Voight, CPA
Industry Accounting
Experience
Martha Leonard Voight, CPA Tax ManagerSouthwest AirlinesApril 1984 - June 1987
KPMG Peat Marwick August 1981 - April 1984
Skills
Accounting, Financial Analysis, Tax, Financial Reporting, CPA, Income Tax, Sarbanes-Oxley Act, Strategic Financial..., Small Business, Due Diligence, Forecasting, Payroll, Budgets, Investments, Treasury Management, Risk Management, GAAP, Management Consulting, Internal Controls, Managerial Finance, Financial Accounting, Corporate Finance, Corporate Tax, Executive Management, Litigation Support, Cash Flow, Revenue Recognition, Tax Accounting, Estate Tax Planning, SEC filings, Tax Preparation, Financial Statements, US GAAP, Financial Audits, Cost Accounting, IFRS, General Ledger, Sarbanes-Oxley, Tax Returns, Tax Research
Education
Southern Methodist University - Cox School of Business 1980 — 1981
MBA, Finance
University of Missouri-Columbia, College of Business 1973 — 1976
BSBA, Accountancy
Martha Leonard Voight, CPA Tax ManagerSouthwest AirlinesApril 1984 - June 1987
KPMG Peat Marwick August 1981 - April 1984
Skills
Accounting, Financial Analysis, Tax, Financial Reporting, CPA, Income Tax, Sarbanes-Oxley Act, Strategic Financial..., Small Business, Due Diligence, Forecasting, Payroll, Budgets, Investments, Treasury Management, Risk Management, GAAP, Management Consulting, Internal Controls, Managerial Finance, Financial Accounting, Corporate Finance, Corporate Tax, Executive Management, Litigation Support, Cash Flow, Revenue Recognition, Tax Accounting, Estate Tax Planning, SEC filings, Tax Preparation, Financial Statements, US GAAP, Financial Audits, Cost Accounting, IFRS, General Ledger, Sarbanes-Oxley, Tax Returns, Tax Research
Education
Southern Methodist University - Cox School of Business 1980 — 1981
MBA, Finance
University of Missouri-Columbia, College of Business 1973 — 1976
BSBA, Accountancy
Joel Hussey's KPMG Peat Marwick Experience 1984 - 1988
Job President at Tailwind Capital LLC
Industry Airlines/Aviation
Experience
Tailwind Capital LLC 2007 - Present
Tempered Networks October 2014 - Present
Friends of Joel Hussey April 2014 - November 2014
Friends of Joel Hussey March 2012 - November 2012
Bellevue Christian School July 2006 - June 2012
Oasis International Leasing (USA), Inc. 2001 - 2008
Lake Washington Youth Soccer Association 2004 - 2007
Boullioun Aviation Services, Inc. 1988 - 2000
KPMG Peat Marwick 1984 - 1988
Skills
Aircraft Leasing, Finance, Financial Services, Asset Managment, Investments, Strategic Planning, Aircraft, Aviation, Commercial Aviation, Start-ups, Cross-border..., Structured Finance, Portfolio Management, Management, Venture Capital, Negotiation, Business Development, Asset Management, Airlines, Corporate Finance, Aircraft Maintenance, Program Management, Business Planning, Executive Management, Capital Markets
Education
University of Washington 1993 — 1995
MBA, Business
Seattle Pacific University - School of Business and Economics 1980 — 1984
BA, Business
Tailwind Capital LLC 2007 - Present
Tempered Networks October 2014 - Present
Friends of Joel Hussey April 2014 - November 2014
Friends of Joel Hussey March 2012 - November 2012
Bellevue Christian School July 2006 - June 2012
Oasis International Leasing (USA), Inc. 2001 - 2008
Lake Washington Youth Soccer Association 2004 - 2007
Boullioun Aviation Services, Inc. 1988 - 2000
KPMG Peat Marwick 1984 - 1988
Skills
Aircraft Leasing, Finance, Financial Services, Asset Managment, Investments, Strategic Planning, Aircraft, Aviation, Commercial Aviation, Start-ups, Cross-border..., Structured Finance, Portfolio Management, Management, Venture Capital, Negotiation, Business Development, Asset Management, Airlines, Corporate Finance, Aircraft Maintenance, Program Management, Business Planning, Executive Management, Capital Markets
Education
University of Washington 1993 — 1995
MBA, Business
Seattle Pacific University - School of Business and Economics 1980 — 1984
BA, Business
Ted Haynes's KPMG Peat Marwick Experience February 1995 - January 1996
Job President, Blue Cross Blue Shield of Oklahoma
Industry Insurance
Experience
Blue Cross Blue Shield of Oklahoma (Health Care Services Corporation) July 2012 - Present
Blue Cross and Blue Shield of Texas February 2008 - July 2012
Blue Cross and Blue Shield of Texas November 2002 - January 2008
Blue Cross and Blue Shield of Texas June 1999 - October 2002
Blue Cross and Blue Shield of Texas January 1999 - May 1999
West Virginia Accountable Health Plan January 1996 - December 1998
KPMG Peat Marwick February 1995 - January 1996
Memorial Hermann Health System September 1992 - January 1995
Memorial Health Network, Inc. May 1985 - August 1992
Arthur Andersen & Co. July 1976 - April 1985
Skills
Managed Care, Health Insurance, Disease Management, Medicare, Healthcare, Health Policy, Insurance, Network Development, HIPAA, Employee Benefits, Pharmacy Benefit..., Healthcare Management, Healthcare Information..., Provider Relations, HMO, Medicaid, Strategic Planning, Hospitals
Education
Southern Methodist University 2008 — 2012
Master of Arts (M.A.), Conflict Management and Dispute Resolution
Stephen F. Austin State University 1971 — 1976
Bachelor of Business Administration (B.B.A.), Accounting
Blue Cross Blue Shield of Oklahoma (Health Care Services Corporation) July 2012 - Present
Blue Cross and Blue Shield of Texas February 2008 - July 2012
Blue Cross and Blue Shield of Texas November 2002 - January 2008
Blue Cross and Blue Shield of Texas June 1999 - October 2002
Blue Cross and Blue Shield of Texas January 1999 - May 1999
West Virginia Accountable Health Plan January 1996 - December 1998
KPMG Peat Marwick February 1995 - January 1996
Memorial Hermann Health System September 1992 - January 1995
Memorial Health Network, Inc. May 1985 - August 1992
Arthur Andersen & Co. July 1976 - April 1985
Skills
Managed Care, Health Insurance, Disease Management, Medicare, Healthcare, Health Policy, Insurance, Network Development, HIPAA, Employee Benefits, Pharmacy Benefit..., Healthcare Management, Healthcare Information..., Provider Relations, HMO, Medicaid, Strategic Planning, Hospitals
Education
Southern Methodist University 2008 — 2012
Master of Arts (M.A.), Conflict Management and Dispute Resolution
Stephen F. Austin State University 1971 — 1976
Bachelor of Business Administration (B.B.A.), Accounting
Paul Grillo's KPMG Peat Marwick Experience 1992 - 1996
Job Executive Vice President and COO at Lifetouch Church Directories and Portraits
Industry Photography
Experience
Lifetouch Church Directories and Portraits February 2014 - Present
Lifetouch Church Directories & Portraits July 2010 - February 2014
Lifetouch Church Directories & Portraits July 2008 - July 2010
Lifetouch May 2003 - July 2008
Lifetouch Publishing May 1997 - May 2003
Pillsbury 1996 - 1996
KPMG Peat Marwick 1992 - 1996
Skills
Strategic Planning, Team Building, Sales, Customer Service, Account Management, Budgets, Sales Management, Marketing, New Business Development, Marketing Strategy, Direct Sales, Coaching, Sales Process, Leadership, Leadership Development, Selling, Sales Operations, Public Speaking, Salesforce.com, Management, Advertising, Business Development, Cross-functional Team..., Lead Generation, Social Media Marketing, Social Networking, Strategy, Team Leadership, Training
Education
University of St. Thomas - Opus College of Business 2001 — 2003
Master of Business Administration (M.B.A.)
St. Cloud State University
Bachelor’s Degree, Accounting
Lifetouch Church Directories and Portraits February 2014 - Present
Lifetouch Church Directories & Portraits July 2010 - February 2014
Lifetouch Church Directories & Portraits July 2008 - July 2010
Lifetouch May 2003 - July 2008
Lifetouch Publishing May 1997 - May 2003
Pillsbury 1996 - 1996
KPMG Peat Marwick 1992 - 1996
Skills
Strategic Planning, Team Building, Sales, Customer Service, Account Management, Budgets, Sales Management, Marketing, New Business Development, Marketing Strategy, Direct Sales, Coaching, Sales Process, Leadership, Leadership Development, Selling, Sales Operations, Public Speaking, Salesforce.com, Management, Advertising, Business Development, Cross-functional Team..., Lead Generation, Social Media Marketing, Social Networking, Strategy, Team Leadership, Training
Education
University of St. Thomas - Opus College of Business 2001 — 2003
Master of Business Administration (M.B.A.)
St. Cloud State University
Bachelor’s Degree, Accounting
Harald Henning's KPMG Peat Marwick Experience 1995 - 1998
Job Creative Thinker, Determined Doer
Industry Computer Software
Experience
PSI Metals North America Inc August 2008 - Present
Ye Olde Commons LLC November 2004 - Present
AT&S March 1998 - August 2008
Advanced Technologies & Services, Inc. 1998 - 2008
KPMG Peat Marwick 1995 - 1998
Skills
Business Analysis, Business Development, Project Planning, Process Improvement, Sales, Manufacturing, New Business Development, Project Management, Team Leadership, Program Management, Change Management, Microsoft Office, Accounting, ERP, Business Strategy, Product Development, Management, Cloud Computing, Analysis, Software Development, Mobile Games, Team Building, SQL, Game Design, Product Management, Troubleshooting, Business Intelligence, Testing, Software Documentation, Start-ups, Integration, Team Management, Software Project..., Social Games, Consulting, Requirements Analysis
Education
Stanford University 1982 — 1987
Doctor of Philosophy (PhD), Applied Physics
University of Chicago 1978 — 1982
Bachelor of Arts (BA), Physics
PSI Metals North America Inc August 2008 - Present
Ye Olde Commons LLC November 2004 - Present
AT&S March 1998 - August 2008
Advanced Technologies & Services, Inc. 1998 - 2008
KPMG Peat Marwick 1995 - 1998
Skills
Business Analysis, Business Development, Project Planning, Process Improvement, Sales, Manufacturing, New Business Development, Project Management, Team Leadership, Program Management, Change Management, Microsoft Office, Accounting, ERP, Business Strategy, Product Development, Management, Cloud Computing, Analysis, Software Development, Mobile Games, Team Building, SQL, Game Design, Product Management, Troubleshooting, Business Intelligence, Testing, Software Documentation, Start-ups, Integration, Team Management, Software Project..., Social Games, Consulting, Requirements Analysis
Education
Stanford University 1982 — 1987
Doctor of Philosophy (PhD), Applied Physics
University of Chicago 1978 — 1982
Bachelor of Arts (BA), Physics
Larry Washington's KPMG Peat Marwick Experience January 1978 - June 1989
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America November 2010 - Present
MERSCORP 2011 - 2014
MERSCORP 2011 - 2014
Merrill Lynch March 2003 - November 2010
Citicorp Mortgage November 2002 - March 2003
CalFed Bank July 1995 - November 2002
First Nationwide Mortgage/Cal Fed Bank 1996 - 2002
MortgageSource July 1993 - July 1995
First Gibraltar Bank June 1989 - June 1993
KPMG Peat Marwick January 1978 - June 1989
Skills
Asset Management, Auditing, Banking, Capital Markets, Credit, Credit Analysis, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Sales, Securities, Series 7, Wealth Management
Education
Stephen F. Austin State University 1973 — 1977
BBA, Accounting/Economics
Bank of America November 2010 - Present
MERSCORP 2011 - 2014
MERSCORP 2011 - 2014
Merrill Lynch March 2003 - November 2010
Citicorp Mortgage November 2002 - March 2003
CalFed Bank July 1995 - November 2002
First Nationwide Mortgage/Cal Fed Bank 1996 - 2002
MortgageSource July 1993 - July 1995
First Gibraltar Bank June 1989 - June 1993
KPMG Peat Marwick January 1978 - June 1989
Skills
Asset Management, Auditing, Banking, Capital Markets, Credit, Credit Analysis, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Sales, Securities, Series 7, Wealth Management
Education
Stephen F. Austin State University 1973 — 1977
BBA, Accounting/Economics
Roger Kahn's KPMG Peat Marwick Experience February 1988 - November 1992
Job Project Management Consultant
Industry Computer Software
Experience
REK Inc. October 2010 - Present
Cubist Pharmaceuticals 2014 - 2014
Cubist Pharmaceuticals 2014 - 2014
Oracle February 1996 - October 2010
REK Inc. December 1992 - February 1996
KPMG Peat Marwick February 1988 - November 1992
Skills
Project Management, Project Planning, Oracle Applications, ERP, Integration, Business Intelligence, Solution Architecture, Program Management, Business Analysis, Oracle, Consulting, Requirements Analysis, Project Delivery, Change Management, Management, Oracle E-Business Suite, Business Process, IT Strategy, Software Project..., SDLC, PMP, Project Portfolio..., PMO, Enterprise Software, Enterprise Architecture, Professional Services, Business Process..., Business Process Design, Software Implementation, Requirements Gathering, SaaS, CRM, Strategy, Pre-sales, Vendor Management, Business Development, Management Consulting, Information Technology, Process Improvement, Outsourcing, Cloud Computing, Data Warehousing, IT Management, Leadership
Education
Southern Methodist University - Cox School of Business 1977 — 1979
MBA, Finance/Accounting
The University of Memphis 1961 — 1965
BS, Finance
REK Inc. October 2010 - Present
Cubist Pharmaceuticals 2014 - 2014
Cubist Pharmaceuticals 2014 - 2014
Oracle February 1996 - October 2010
REK Inc. December 1992 - February 1996
KPMG Peat Marwick February 1988 - November 1992
Skills
Project Management, Project Planning, Oracle Applications, ERP, Integration, Business Intelligence, Solution Architecture, Program Management, Business Analysis, Oracle, Consulting, Requirements Analysis, Project Delivery, Change Management, Management, Oracle E-Business Suite, Business Process, IT Strategy, Software Project..., SDLC, PMP, Project Portfolio..., PMO, Enterprise Software, Enterprise Architecture, Professional Services, Business Process..., Business Process Design, Software Implementation, Requirements Gathering, SaaS, CRM, Strategy, Pre-sales, Vendor Management, Business Development, Management Consulting, Information Technology, Process Improvement, Outsourcing, Cloud Computing, Data Warehousing, IT Management, Leadership
Education
Southern Methodist University - Cox School of Business 1977 — 1979
MBA, Finance/Accounting
The University of Memphis 1961 — 1965
BS, Finance
Herest Bernas's KPMG Peat Marwick Experience 1994 - 1995
Job Global IT Network Operations Center (NOC) Analyst at Electronic Arts
Industry Information Technology and Services
Experience
Electronic Arts July 2009 - Present
Electronic Arts February 2007 - July 2009
The Culinary Institute of America 2006 - 2006
Agilent Technologies 1996 - 2005
Hewlett-Packard 1996 - 1999
KPMG Peat Marwick 1994 - 1995
Oracle 1993 - 1993
Cisco 1991 - 1992
Education
The Culinary Institute of America 2006 — 2006
Certification, Baking and Pastry Arts (30 week)
San Francisco State University 1992 — 1997
B.A., Major in Business Administration, Minor in Computer Information Science
Electronic Arts July 2009 - Present
Electronic Arts February 2007 - July 2009
The Culinary Institute of America 2006 - 2006
Agilent Technologies 1996 - 2005
Hewlett-Packard 1996 - 1999
KPMG Peat Marwick 1994 - 1995
Oracle 1993 - 1993
Cisco 1991 - 1992
Education
The Culinary Institute of America 2006 — 2006
Certification, Baking and Pastry Arts (30 week)
San Francisco State University 1992 — 1997
B.A., Major in Business Administration, Minor in Computer Information Science
Terri Thommes's KPMG Peat Marwick Experience 1986 - 1992
Job Financial Analyst, Academic Health Center at University of Minnesota
Industry Accounting
Experience
University of Minnesota 2014 - Present
Certes Financial Pros 2001 - 2014
University of Minnesota 2001 - 2014
Medtronic 2007 - 2009
Empi 2006 - 2008
Financial Advisors LLC 2005 - 2006
Nazca Solutions 2003 - 2004
eFunds 1999 - 2001
University of Minnesota 1992 - 1998
KPMG Peat Marwick 1986 - 1992
Education
St. Cloud State University - Herberger Business School 1983 — 1987
B.S.
Apollo High School, St. Cloud, MN 1979 — 1983
University of Minnesota 2014 - Present
Certes Financial Pros 2001 - 2014
University of Minnesota 2001 - 2014
Medtronic 2007 - 2009
Empi 2006 - 2008
Financial Advisors LLC 2005 - 2006
Nazca Solutions 2003 - 2004
eFunds 1999 - 2001
University of Minnesota 1992 - 1998
KPMG Peat Marwick 1986 - 1992
Education
St. Cloud State University - Herberger Business School 1983 — 1987
B.S.
Apollo High School, St. Cloud, MN 1979 — 1983
Mark A Walker's KPMG Peat Marwick Experience January 1995 - July 1998
Job Sr Vice President at B/E Aerospace
Industry Airlines/Aviation
Experience
B/E Aerospace April 2009 - Present
NetGap Technologies January 2006 - January 2009
AMAT January 1999 - January 2006
KPMG Peat Marwick January 1995 - July 1998
Education
Stanford University 1997 — 1999
MA, International Bus and Economics
The University of Oklahoma 1984 — 1989
BBA, Accounting, Comp Sci
B/E Aerospace April 2009 - Present
NetGap Technologies January 2006 - January 2009
AMAT January 1999 - January 2006
KPMG Peat Marwick January 1995 - July 1998
Education
Stanford University 1997 — 1999
MA, International Bus and Economics
The University of Oklahoma 1984 — 1989
BBA, Accounting, Comp Sci
Leung S. Lee's KPMG Peat Marwick Experience January 1990 - January 1991
Job President at WebSoft!Now, Inc.
Industry Information Services
Experience
WebSoft!Now, Inc. June 2004 - Present
Martindale Hubble January 1999 - June 2004
Citicorp Investment Services January 1996 - January 1999
Prudential Financial January 1993 - December 1996
PricewaterhouseCoopers January 1991 - January 1993
KPMG Peat Marwick January 1990 - January 1991
Lockheed Martin Space Systems Company January 1989 - January 1990
Education
University of Medicine and Dentistry of New Jersey 2005 — 2006
Bachelor of Science, Nursing
State University of New York College at Buffalo 1987 — 1989
Bachelor of Science, Computer Studies
State University of New York College at Buffalo 1987 — 1989
Bachelor of Arts, Statistics
State University of New York College at Buffalo 1987 — 1989
Bachelor of Arts, Philosophy
State University of New York College at Buffalo 1987 — 1989
Minor, Mathematics
WebSoft!Now, Inc. June 2004 - Present
Martindale Hubble January 1999 - June 2004
Citicorp Investment Services January 1996 - January 1999
Prudential Financial January 1993 - December 1996
PricewaterhouseCoopers January 1991 - January 1993
KPMG Peat Marwick January 1990 - January 1991
Lockheed Martin Space Systems Company January 1989 - January 1990
Education
University of Medicine and Dentistry of New Jersey 2005 — 2006
Bachelor of Science, Nursing
State University of New York College at Buffalo 1987 — 1989
Bachelor of Science, Computer Studies
State University of New York College at Buffalo 1987 — 1989
Bachelor of Arts, Statistics
State University of New York College at Buffalo 1987 — 1989
Bachelor of Arts, Philosophy
State University of New York College at Buffalo 1987 — 1989
Minor, Mathematics
Joanne Bowman's KPMG Peat Marwick Experience June 1987 - April 1990
Job Accounting & Business Consulting
Industry Accounting
Experience
Joanne Bowman-Accounting & Business Consulting January 2001 - Present
Orange Silicon Valley September 2009 - October 2013
Antenna Audio (Now Antenna International) April 2000 - November 2001
Chalone Wine Group January 1998 - March 2000
Indenpendent Accounting, Operations & Managment Consultant June 1992 - January 1998
Il Fornaio America Corporation May 1990 - June 1992
KPMG Peat Marwick June 1987 - April 1990
Skills
Customer Service, Small Business, Financial Accounting, Business Planning, Financial Analysis, Financial Reporting, Financial Audits, Financial Statements, Management, Budgets, Finance, Auditing, Strategic Planning, Accounting, Tax, Managerial Finance, Cost Accounting, Internal Controls, Public Speaking, Coaching, Forecasting, Social Media
Education
San Francisco State University 1993 — 1996
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
San Francisco State University 1984 — 1987
Accounting and Business/Management
University of California, Santa Barbara 1976 — 1980
Bachelor of Arts (BA), Ergonomics
Joanne Bowman-Accounting & Business Consulting January 2001 - Present
Orange Silicon Valley September 2009 - October 2013
Antenna Audio (Now Antenna International) April 2000 - November 2001
Chalone Wine Group January 1998 - March 2000
Indenpendent Accounting, Operations & Managment Consultant June 1992 - January 1998
Il Fornaio America Corporation May 1990 - June 1992
KPMG Peat Marwick June 1987 - April 1990
Skills
Customer Service, Small Business, Financial Accounting, Business Planning, Financial Analysis, Financial Reporting, Financial Audits, Financial Statements, Management, Budgets, Finance, Auditing, Strategic Planning, Accounting, Tax, Managerial Finance, Cost Accounting, Internal Controls, Public Speaking, Coaching, Forecasting, Social Media
Education
San Francisco State University 1993 — 1996
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
San Francisco State University 1984 — 1987
Accounting and Business/Management
University of California, Santa Barbara 1976 — 1980
Bachelor of Arts (BA), Ergonomics
Laura Hinson's KPMG Peat Marwick Experience August 1983 - July 1988
Job Independent Corporate Director
Industry Insurance
Experience
Columbia Insurance Group September 2012 - Present
QBE the Americas February 2009 - December 2011
QBE the Americas June 2007 - April 2008
QBE Regional Insurance (formally Winterthur US Holdings) January 2000 - June 2007
Republic Financial Services, Inc. (formally wholly owned subsidiary of Winterthur US Holdings) July 1988 - January 2000
KPMG Peat Marwick August 1983 - July 1988
Skills
Mergers, Reinsurance, Strategic Planning, Property & Casualty..., Mergers & Acquisitions, Casualty, Underwriting, Insurance, Change Management, Management, Claim, Finance, Auditing, Accounting, Managerial Finance, Due Diligence, Financial Services, Financial Analysis, Financial Reporting, Health Insurance, Financial Risk, Risk Management, Leadership, Business Strategy, Executive Management
Education
Southwestern University 1979 — 1983
BBA, Accounting; Economics
Columbia Insurance Group September 2012 - Present
QBE the Americas February 2009 - December 2011
QBE the Americas June 2007 - April 2008
QBE Regional Insurance (formally Winterthur US Holdings) January 2000 - June 2007
Republic Financial Services, Inc. (formally wholly owned subsidiary of Winterthur US Holdings) July 1988 - January 2000
KPMG Peat Marwick August 1983 - July 1988
Skills
Mergers, Reinsurance, Strategic Planning, Property & Casualty..., Mergers & Acquisitions, Casualty, Underwriting, Insurance, Change Management, Management, Claim, Finance, Auditing, Accounting, Managerial Finance, Due Diligence, Financial Services, Financial Analysis, Financial Reporting, Health Insurance, Financial Risk, Risk Management, Leadership, Business Strategy, Executive Management
Education
Southwestern University 1979 — 1983
BBA, Accounting; Economics
Janel Barrows's KPMG Peat Marwick Experience 1993 - 1997
Job Business Controller PV and Touch at Corning Incorporated
Industry Glass, Ceramics & Concrete
Experience
corning Business Controller PV and TouchCorning IncorporatedAugust 2008 - Present
Corning Incorporated 1997 - 2010
KPMG Peat Marwick 1993 - 1997
KPMG 1993 - 1997
Education
Siena College 1989 — 1993
BS, Accounting
corning Business Controller PV and TouchCorning IncorporatedAugust 2008 - Present
Corning Incorporated 1997 - 2010
KPMG Peat Marwick 1993 - 1997
KPMG 1993 - 1997
Education
Siena College 1989 — 1993
BS, Accounting
David C Bender's KPMG Peat Marwick Experience August 1977 - December 1981
Job President at Bender & Co CPAs PC
Industry Accounting
Experience
Bender & Co CPAs PC June 1990 - Present
American Banknote Corporation May 1986 - May 1990
MasterCard January 1982 - April 1986
KPMG Peat Marwick August 1977 - December 1981
Education
Southern Methodist University - Cox School of Business 1973 — 1977
BBA
Bender & Co CPAs PC June 1990 - Present
American Banknote Corporation May 1986 - May 1990
MasterCard January 1982 - April 1986
KPMG Peat Marwick August 1977 - December 1981
Education
Southern Methodist University - Cox School of Business 1973 — 1977
BBA
William Ferguson, CPA's KPMG Peat Marwick Experience 1987 - 1989
Job City Accountant / Deputy Comptroller at City of Buffalo
Industry Government Administration
Experience
City of Buffalo January 2012 - Present
Toski Schaefer & Co., P.C. 2009 - 2011
Chason Affinity Companies 1998 - 2009
Ernst & Young 1989 - 1998
KPMG Peat Marwick 1987 - 1989
Skills
Financial Reporting, Internal Controls, GAAP, US GAAP, Financial Analysis, Auditing, Accounting, Financial Accounting, CPA
Education
State University of New York at Buffalo - School of Management 1983 — 1986
BS Bus Admin, Accounting
City of Buffalo January 2012 - Present
Toski Schaefer & Co., P.C. 2009 - 2011
Chason Affinity Companies 1998 - 2009
Ernst & Young 1989 - 1998
KPMG Peat Marwick 1987 - 1989
Skills
Financial Reporting, Internal Controls, GAAP, US GAAP, Financial Analysis, Auditing, Accounting, Financial Accounting, CPA
Education
State University of New York at Buffalo - School of Management 1983 — 1986
BS Bus Admin, Accounting
Lisa (Purvis) Messner, CPA's KPMG Peat Marwick Experience September 1993 - April 1997
Job Consultant Accounting/Finance at Kaiser Consulting
Industry Accounting
Experience
Kaiser Consulting April 2007 - Present
OPMI January 2001 - February 2006
Digital Storage June 1997 - June 1999
KPMG Peat Marwick September 1993 - April 1997
Skills
Financial Reporting, Sarbanes-Oxley Act, Budgets, Risk Assessment, Internal Controls, Accounting, Account Reconciliation, Microsoft Excel, Auditing, CPA, Financial Analysis, Financial Statements
Education
San Diego State University-California State University 1990 — 1993
BA, Accounting
Kaiser Consulting April 2007 - Present
OPMI January 2001 - February 2006
Digital Storage June 1997 - June 1999
KPMG Peat Marwick September 1993 - April 1997
Skills
Financial Reporting, Sarbanes-Oxley Act, Budgets, Risk Assessment, Internal Controls, Accounting, Account Reconciliation, Microsoft Excel, Auditing, CPA, Financial Analysis, Financial Statements
Education
San Diego State University-California State University 1990 — 1993
BA, Accounting
Tom Niederkorn's KPMG Peat Marwick Experience December 1997 - December 1999
Job Senior XBRL Financial Consultant at Merrill Corporation
Industry Accounting
Experience
Merrill Corporation February 2011 - Present
John A Knutson & Company August 2008 - February 2011
Baker Tilly Virchow Krause, LLP November 2004 - August 2008
Boeckermann Grafstrom & Mayer November 2001 - November 2004
KPMG Peat Marwick December 1997 - December 1999
John A. Knutson & Company December 1990 - November 1996
Analysts International August 1988 - December 1990
Education
St. Cloud State University 1983 — 1988
B.S., Finance
Lester Prairie High School 1980 — 1983
Missouri CPA Society Seminar - Peer Review
Merrill Corporation February 2011 - Present
John A Knutson & Company August 2008 - February 2011
Baker Tilly Virchow Krause, LLP November 2004 - August 2008
Boeckermann Grafstrom & Mayer November 2001 - November 2004
KPMG Peat Marwick December 1997 - December 1999
John A. Knutson & Company December 1990 - November 1996
Analysts International August 1988 - December 1990
Education
St. Cloud State University 1983 — 1988
B.S., Finance
Lester Prairie High School 1980 — 1983
Missouri CPA Society Seminar - Peer Review
Michael Crafton's KPMG Peat Marwick Experience August 2007 - October 2010
Job Tax Manager at Deloitte
Industry Law Practice
Experience
Deloitte Tax LLP November 2010 - Present
KPMG Peat Marwick August 2007 - October 2010
Skills
Tax, Corporate Tax, International Tax, Mergers & Acquisitions, Restructuring, Tax Preparation, Tax Law, SEC filings, Due Diligence, Accounting, Tax Advisory, Financial Analysis, Auditing, Financial Reporting, Tax Accounting, Transfer Pricing, Tax Research, US Tax
Education
Seton Hall University School of Law 2004 — 2007
J.D., Law
University of San Diego 2000 — 2004
B.A., Political Science & History
Deloitte Tax LLP November 2010 - Present
KPMG Peat Marwick August 2007 - October 2010
Skills
Tax, Corporate Tax, International Tax, Mergers & Acquisitions, Restructuring, Tax Preparation, Tax Law, SEC filings, Due Diligence, Accounting, Tax Advisory, Financial Analysis, Auditing, Financial Reporting, Tax Accounting, Transfer Pricing, Tax Research, US Tax
Education
Seton Hall University School of Law 2004 — 2007
J.D., Law
University of San Diego 2000 — 2004
B.A., Political Science & History
Michaela Albon's KPMG Peat Marwick Experience 1994 - 1996
Job SVP and Associate General Counsel
Industry Financial Services
Experience
Everbank January 2014 - Present
Aurora Commercial Corp June 2013 - January 2014
Aurora Bank FSB September 2009 - January 2014
Lane Powell PC December 2008 - August 2009
Washington Mutual 1999 - 2008
United Companies 1996 - 1999
KPMG Peat Marwick 1994 - 1996
prudential home mortgage 1990 - 1995
Prudential 1990 - 1994
Weiner, Brodsky 1987 - 1990
Skills
Due Diligence, Bankruptcy, Securities, Litigation, Licensing, Mergers, Corporate Governance, Mortgage Lending, Corporate Law, Risk Management, Mergers & Acquisitions, Legal Writing, Real Estate, Banking, Financial Services, Leadership, Policy, Loans, Contract Negotiation, Training, Loss Mitigation, Bank Secrecy Act, Mortgage Banking, AML, Finance, Negotiation, Legal Compliance, Executive Management, Management, Securitization, Fraud, Credit, Structured Finance, Financial Risk, Financial Regulation, Securities Regulation, Capital Markets, Privacy Law, Mortgage Servicing, Regulations, Residential Mortgages, Banking Law
Education
University of Florida - Fredric G. Levin College of Law 1980 — 1983
JD, Law
University of West Florida 1978 — 1980
BA, History
St. Petersburg College
St. Petersburg College
St. Petersburg College
Everbank January 2014 - Present
Aurora Commercial Corp June 2013 - January 2014
Aurora Bank FSB September 2009 - January 2014
Lane Powell PC December 2008 - August 2009
Washington Mutual 1999 - 2008
United Companies 1996 - 1999
KPMG Peat Marwick 1994 - 1996
prudential home mortgage 1990 - 1995
Prudential 1990 - 1994
Weiner, Brodsky 1987 - 1990
Skills
Due Diligence, Bankruptcy, Securities, Litigation, Licensing, Mergers, Corporate Governance, Mortgage Lending, Corporate Law, Risk Management, Mergers & Acquisitions, Legal Writing, Real Estate, Banking, Financial Services, Leadership, Policy, Loans, Contract Negotiation, Training, Loss Mitigation, Bank Secrecy Act, Mortgage Banking, AML, Finance, Negotiation, Legal Compliance, Executive Management, Management, Securitization, Fraud, Credit, Structured Finance, Financial Risk, Financial Regulation, Securities Regulation, Capital Markets, Privacy Law, Mortgage Servicing, Regulations, Residential Mortgages, Banking Law
Education
University of Florida - Fredric G. Levin College of Law 1980 — 1983
JD, Law
University of West Florida 1978 — 1980
BA, History
St. Petersburg College
St. Petersburg College
St. Petersburg College
Dorothy Maneiro's KPMG Peat Marwick Experience March 2007 - September 2010
Job Executive Assistant at Good Shepherd Services
Industry Nonprofit Organization Management
Experience
Good Shepherd Services May 2011 - August 2013
KPMG Peat Marwick March 2007 - September 2010
Skills
Administrative..., Clerical Skills, Project Management, Executive Calendar..., Customer Service, Microsoft Office, Crystal Reports, Oracle Applications, PeopleSoft, SharePoint, iVantage
Education
State University of New York College at Brockport
Good Shepherd Services May 2011 - August 2013
KPMG Peat Marwick March 2007 - September 2010
Skills
Administrative..., Clerical Skills, Project Management, Executive Calendar..., Customer Service, Microsoft Office, Crystal Reports, Oracle Applications, PeopleSoft, SharePoint, iVantage
Education
State University of New York College at Brockport
Bud Rein's KPMG Peat Marwick Experience January 1981 - January 1995
Job Managing Director
Industry Financial Services
Experience
KPMG US September 2014 - Present
Morgan Stanley January 2009 - May 2014
Van Kampen Funds January 2001 - December 2008
Van Kampen Investments February 1995 - December 2000
KPMG Peat Marwick January 1981 - January 1995
Skills
Tax, Mutual Funds, Private Equity, Risk Management, Due Diligence, Asset Management, Financial Analysis, Management, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Securities, Finance
Education
Southern Illinois University, Carbondale 1978 — 1981
Bachelor's Degree, Accounting and Finance
KPMG US September 2014 - Present
Morgan Stanley January 2009 - May 2014
Van Kampen Funds January 2001 - December 2008
Van Kampen Investments February 1995 - December 2000
KPMG Peat Marwick January 1981 - January 1995
Skills
Tax, Mutual Funds, Private Equity, Risk Management, Due Diligence, Asset Management, Financial Analysis, Management, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Securities, Finance
Education
Southern Illinois University, Carbondale 1978 — 1981
Bachelor's Degree, Accounting and Finance
Prim Santoro's KPMG Peat Marwick Experience 1985 - 1990
Job Office Administrator at Peterson Sullivan LLP
Industry Accounting
Experience
Peterson Sullivan LLP January 2013 - Present
Davenny & Associates, Inc., P.S. December 1995 - December 2012
Arthur Andersen LLP 1990 - 1995
KPMG Peat Marwick 1985 - 1990
Skills
Bookkeeping, Tax Preparation, QuickBooks, Accounting, Tax, Tax Returns, Income Tax, General Ledger, Accounts Payable, Payroll Taxes, Accounts Receivable, Payroll, Financial Reporting, Account Reconciliation, Financial Accounting
Education
Seattle University
Bachelor of Arts (B.A.), Business/Commerce, General
University of Washington
Peterson Sullivan LLP January 2013 - Present
Davenny & Associates, Inc., P.S. December 1995 - December 2012
Arthur Andersen LLP 1990 - 1995
KPMG Peat Marwick 1985 - 1990
Skills
Bookkeeping, Tax Preparation, QuickBooks, Accounting, Tax, Tax Returns, Income Tax, General Ledger, Accounts Payable, Payroll Taxes, Accounts Receivable, Payroll, Financial Reporting, Account Reconciliation, Financial Accounting
Education
Seattle University
Bachelor of Arts (B.A.), Business/Commerce, General
University of Washington
Laura Steen-Patterson's KPMG Peat Marwick Experience June 1985 - February 1988
Job Independent Mental Health Care Professional
Industry Mental Health Care
Experience
Parkland Hospital November 1994 - May 2002
The Herring Group July 1989 - August 1991
Bally Total Fitness May 1988 - May 1989
Transamerica February 1988 - May 1988
KPMG Peat Marwick June 1985 - February 1988
Skills
Nonprofits, Psychotherapy, Customer Service, Fundraising, Program Development, Non-profits, Employee Relations, Social Services, Wellness, Public Speaking, Microsoft Excel, Interventions, Wellness Coaching, PowerPoint, Microsoft Office, Group Therapy, Nutrition, Career Counseling, Coaching, Teaching, Crisis Intervention, Event Planning, Nutritional Counseling, Stress Management, Adults, Stress, Research, Management, Strategic Planning, Team Building
Education
Southern Methodist University 1992 — 1994
MA, Clinical/Counseling Psychology
Texas Tech University 1981 — 1985
BBA, Accounting
Permian High School 1979 — 1981
High School
Parkland Hospital November 1994 - May 2002
The Herring Group July 1989 - August 1991
Bally Total Fitness May 1988 - May 1989
Transamerica February 1988 - May 1988
KPMG Peat Marwick June 1985 - February 1988
Skills
Nonprofits, Psychotherapy, Customer Service, Fundraising, Program Development, Non-profits, Employee Relations, Social Services, Wellness, Public Speaking, Microsoft Excel, Interventions, Wellness Coaching, PowerPoint, Microsoft Office, Group Therapy, Nutrition, Career Counseling, Coaching, Teaching, Crisis Intervention, Event Planning, Nutritional Counseling, Stress Management, Adults, Stress, Research, Management, Strategic Planning, Team Building
Education
Southern Methodist University 1992 — 1994
MA, Clinical/Counseling Psychology
Texas Tech University 1981 — 1985
BBA, Accounting
Permian High School 1979 — 1981
High School
Preston Faulkner's KPMG Peat Marwick Experience September 1989 - June 1991
Job Senior Director of Advancement at University of Rochester
Industry Higher Education
Experience
Warner Graduate School of Education and Human Development, University of Rochester August 2012 - Present
Warner Graduate School of Education and Human Development, University of Rochester July 2008 - July 2012
Warner Graduate School of Education and Human Development, University of Rochester August 2004 - July 2008
YMCA of the Greater Rochester Area September 2001 - August 2004
Best Health By Design September 2000 - August 2004
Massachusetts Mutual Life Insurance June 1992 - January 2002
Massachusetts Mutual Life Insurance November 1998 - June 2000
KPMG Peat Marwick September 1989 - June 1991
Skills
Fundraising, Alumni Relations, Annual Giving, Program Development, Volunteer Management, Community Outreach, Stewardship, Higher Education, Nonprofits, Philanthropy, Planned Giving, Board Development
Education
Warner Graduate School of Education and Human Development, University of Rochester 2008 — 2017
PhD, Human Development
Warner Graduate School of Education and Human Development, University of Rochester 2005 — 2008
Master of Science (M.S.), Human Development
The American College 1994 — 1998
Chartered Life Underwriter and Chartered Financial Consultant Designations
St. John Fisher College 1985 — 1989
B.S., Accounting, Cum Laude
Warner Graduate School of Education and Human Development, University of Rochester August 2012 - Present
Warner Graduate School of Education and Human Development, University of Rochester July 2008 - July 2012
Warner Graduate School of Education and Human Development, University of Rochester August 2004 - July 2008
YMCA of the Greater Rochester Area September 2001 - August 2004
Best Health By Design September 2000 - August 2004
Massachusetts Mutual Life Insurance June 1992 - January 2002
Massachusetts Mutual Life Insurance November 1998 - June 2000
KPMG Peat Marwick September 1989 - June 1991
Skills
Fundraising, Alumni Relations, Annual Giving, Program Development, Volunteer Management, Community Outreach, Stewardship, Higher Education, Nonprofits, Philanthropy, Planned Giving, Board Development
Education
Warner Graduate School of Education and Human Development, University of Rochester 2008 — 2017
PhD, Human Development
Warner Graduate School of Education and Human Development, University of Rochester 2005 — 2008
Master of Science (M.S.), Human Development
The American College 1994 — 1998
Chartered Life Underwriter and Chartered Financial Consultant Designations
St. John Fisher College 1985 — 1989
B.S., Accounting, Cum Laude
Drew Pulitano's KPMG Peat Marwick Experience September 2008 - April 2009
Job Procurement Manager / Auditor
Industry Accounting
Experience
ADP May 2009 - Present
KPMG Peat Marwick September 2008 - April 2009
Education
Seton Hall University 2004 — 2008
B of S, Accounting, Finance, Economics
ADP May 2009 - Present
KPMG Peat Marwick September 2008 - April 2009
Education
Seton Hall University 2004 — 2008
B of S, Accounting, Finance, Economics
Linda Specht's KPMG Peat Marwick Experience January 1975 - May 1976
Job Associate Professor at Trinity University
Industry Higher Education
Experience
Trinity University August 1988 - Present
Fulbright & Jaworski October 1985 - May 1988
KPMG Peat Marwick January 1975 - May 1976
Education
St. Mary's University School of Law 1981 — 1985
JD, law
Texas Tech University - Rawls College of Business 1973 — 1974
MS, Accounting
Trinity University August 1988 - Present
Fulbright & Jaworski October 1985 - May 1988
KPMG Peat Marwick January 1975 - May 1976
Education
St. Mary's University School of Law 1981 — 1985
JD, law
Texas Tech University - Rawls College of Business 1973 — 1974
MS, Accounting
Audrey Hunter's KPMG Peat Marwick Experience 1983 - 1987
Job Assistant Professor at Broward College
Industry Accounting
Experience
Broward College August 2001 - Present
Home Dynamics Corporation September 1996 - November 2000
Petri Baking 1988 - 1994
Ted's Jumbo Red Hots May 1987 - November 1988
KPMG Peat Marwick 1983 - 1987
Education
State University of New York at Buffalo - School of Management 1980 — 1983
BS, Accounting
University at Buffalo 1980 — 1983
MBA, Accounting
Broward College August 2001 - Present
Home Dynamics Corporation September 1996 - November 2000
Petri Baking 1988 - 1994
Ted's Jumbo Red Hots May 1987 - November 1988
KPMG Peat Marwick 1983 - 1987
Education
State University of New York at Buffalo - School of Management 1980 — 1983
BS, Accounting
University at Buffalo 1980 — 1983
MBA, Accounting
Doris Reynolds-Johnson's KPMG Peat Marwick Experience August 1989 - August 1992
Job Volunteer
Industry Nonprofit Organization Management
Experience
The Haiti Orphan Project November 2013 - January 2015
Pragmatica Healthcare Solutions March 2010 - March 2013
Cummings, Ristau & Associates October 2010 - March 2011
Anders Minkler & Diehl LLP March 2009 - March 2010
Suburban Surgical Associates, Inc. April 2002 - December 2007
Washington University Medical Center 1996 - 2002
Washington University in St. Louis-School of Medicine June 1997 - December 1999
Washington University in St. Louis School of Medicine November 1992 - June 1997
KPMG Peat Marwick August 1989 - August 1992
KPMG Peat Marwick June 1985 - August 1989
Skills
Budgets, Auditing, Healthcare, Financial Analysis, Financial Reporting, Process Improvement, Accounting, Internal Controls, Physicians, Financial Accounting, Management, Managerial Finance, QuickBooks, Forecasting, CPA
Education
Southern Illinois University, Edwardsville 1983 — 1985
MBA, Finance
Southern Illinois University, Edwardsville 1982 — 1983
BS Accountancy, Accounting
The Haiti Orphan Project November 2013 - January 2015
Pragmatica Healthcare Solutions March 2010 - March 2013
Cummings, Ristau & Associates October 2010 - March 2011
Anders Minkler & Diehl LLP March 2009 - March 2010
Suburban Surgical Associates, Inc. April 2002 - December 2007
Washington University Medical Center 1996 - 2002
Washington University in St. Louis-School of Medicine June 1997 - December 1999
Washington University in St. Louis School of Medicine November 1992 - June 1997
KPMG Peat Marwick August 1989 - August 1992
KPMG Peat Marwick June 1985 - August 1989
Skills
Budgets, Auditing, Healthcare, Financial Analysis, Financial Reporting, Process Improvement, Accounting, Internal Controls, Physicians, Financial Accounting, Management, Managerial Finance, QuickBooks, Forecasting, CPA
Education
Southern Illinois University, Edwardsville 1983 — 1985
MBA, Finance
Southern Illinois University, Edwardsville 1982 — 1983
BS Accountancy, Accounting
Heaja Jeanne Kim's KPMG Peat Marwick Experience 1984 - 1987
Job Partner at M.S. Campbell & Assoc.
Industry Accounting
Experience
M.S. Campbell & Assoc. February 2014 - Present
JKH Tax Consulting June 2009 - February 2014
Amgen August 2006 - June 2009
M.S, Campbell & Associates June 1989 - August 2006
Davis Companies 1987 - 1989
KPMG Peat Marwick 1984 - 1987
Skills
Tax, Corporate Tax, Sarbanes-Oxley Act, Income Tax, Tax Advisory, FIN 48, Project Management, SEC filings, Mergers & Acquisitions, Due Diligence, Accounting, Auditing
Education
Southwestern Law School 2000 — 2004
J.D., Law
University of Southern California 1980 — 1984
B.S., Business Administration
M.S. Campbell & Assoc. February 2014 - Present
JKH Tax Consulting June 2009 - February 2014
Amgen August 2006 - June 2009
M.S, Campbell & Associates June 1989 - August 2006
Davis Companies 1987 - 1989
KPMG Peat Marwick 1984 - 1987
Skills
Tax, Corporate Tax, Sarbanes-Oxley Act, Income Tax, Tax Advisory, FIN 48, Project Management, SEC filings, Mergers & Acquisitions, Due Diligence, Accounting, Auditing
Education
Southwestern Law School 2000 — 2004
J.D., Law
University of Southern California 1980 — 1984
B.S., Business Administration
Jo Ann Welch's KPMG Peat Marwick Experience 1979 - 1991
Job Chief Financial Officer at New Hope Learning Center, LLC
Industry Law Practice
Experience
Korell & Frohlin, LLP Chief Financial OfficerNew Hope Learning Center, LLCJanuary 2013 - Present
Osborne, Helman, Knebel & Deleery, LLP 1991 - 2007
Anson, Maloney & Cameron, LLP 1991 - 2003
KPMG Peat Marwick 1979 - 1991
Skills
Budgets, Accounting, Financial Analysis, Microsoft Excel, Strategic Financial...
Education
St. Edward's University
Bachelors, Accounting
Korell & Frohlin, LLP Chief Financial OfficerNew Hope Learning Center, LLCJanuary 2013 - Present
Osborne, Helman, Knebel & Deleery, LLP 1991 - 2007
Anson, Maloney & Cameron, LLP 1991 - 2003
KPMG Peat Marwick 1979 - 1991
Skills
Budgets, Accounting, Financial Analysis, Microsoft Excel, Strategic Financial...
Education
St. Edward's University
Bachelors, Accounting
Peter Mauro's KPMG Peat Marwick Experience August 1990 - May 1992
Job Director Finance at First Data Corporation
Industry Financial Services
Experience
First Data Commercial Services October 2003 - Present
MCI June 2001 - October 2003
Robert Half International March 2000 - April 2001
Credit Suisse First Boston June 1999 - February 2000
Altria August 1995 - June 1999
Salomon Brothers June 1992 - August 1995
KPMG Peat Marwick August 1990 - May 1992
Skills
Strategic Financial..., Finance, Credit Cards, Hyperion Enterprise, Management, Financial Reporting, Risk Management, Managerial Finance, Forecasting, Merchant Services, Financial Analysis, Financial Modeling, Accounting, Process Improvement, Payment Card Processing, Business Development, Electronic Payments, Payments
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BS, Accounting
First Data Commercial Services October 2003 - Present
MCI June 2001 - October 2003
Robert Half International March 2000 - April 2001
Credit Suisse First Boston June 1999 - February 2000
Altria August 1995 - June 1999
Salomon Brothers June 1992 - August 1995
KPMG Peat Marwick August 1990 - May 1992
Skills
Strategic Financial..., Finance, Credit Cards, Hyperion Enterprise, Management, Financial Reporting, Risk Management, Managerial Finance, Forecasting, Merchant Services, Financial Analysis, Financial Modeling, Accounting, Process Improvement, Payment Card Processing, Business Development, Electronic Payments, Payments
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BS, Accounting
Ellen Tarbay's KPMG Peat Marwick Experience October 1987 - December 1990
Job Financial Controller at Construction Industry Solutions Corp
Industry Computer Software
Experience
Construction Industry Solutions Corp November 2012 - Present
COINS USA October 1995 - November 2012
Schultz Construction January 1991 - March 1992
KPMG Peat Marwick October 1987 - December 1990
Education
Siena College 1983 — 1987
BBA, Accounting
Construction Industry Solutions Corp November 2012 - Present
COINS USA October 1995 - November 2012
Schultz Construction January 1991 - March 1992
KPMG Peat Marwick October 1987 - December 1990
Education
Siena College 1983 — 1987
BBA, Accounting
Madie Ivy Head's KPMG Peat Marwick Experience June 1968 - June 1985
Job
Industry Financial Services
Experience
KPMG Peat Marwick June 1968 - June 1985
Education
Stephen F. Austin State University 1965 — 1968
BBA
University of North Texas 1961 — 1962
KPMG Peat Marwick June 1968 - June 1985
Education
Stephen F. Austin State University 1965 — 1968
BBA
University of North Texas 1961 — 1962
Patrick J. Guisto's KPMG Peat Marwick Experience April 1988 - November 1995
Job Managing Partner at JC Jones & Associates, LLC
Industry Management Consulting
Experience
Catholic Family Center July 2013 - Present
JC Jones & Associates, LLC January 1998 - Present
ITT Goulds Pumps, Inc. November 1995 - December 1997
KPMG Peat Marwick April 1988 - November 1995
Skills
Mergers, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Process Improvement, Sarbanes-Oxley Act, Forecasting, Budget, US GAAP, Auditing, Strategic Planning, Merger & Acquisition..., Turnaround Experience, Performance Improvement, Sarbanes-Oxley, Mergers & Acquisitions, Corporate Finance, Restructuring, Business Planning, Business Strategy, Financial Accounting, Budgets, Business Valuation, Due Diligence, Cash Flow, SEC filings, GAAP, Cash Management, Cost Accounting, Internal Audit, Strategic Financial...
Education
St. John Fisher College 1987 — 1989
BS, Accounting
McQuaid Jesuit High School 1981 — 1984
High School Diploma
Catholic Family Center July 2013 - Present
JC Jones & Associates, LLC January 1998 - Present
ITT Goulds Pumps, Inc. November 1995 - December 1997
KPMG Peat Marwick April 1988 - November 1995
Skills
Mergers, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Process Improvement, Sarbanes-Oxley Act, Forecasting, Budget, US GAAP, Auditing, Strategic Planning, Merger & Acquisition..., Turnaround Experience, Performance Improvement, Sarbanes-Oxley, Mergers & Acquisitions, Corporate Finance, Restructuring, Business Planning, Business Strategy, Financial Accounting, Budgets, Business Valuation, Due Diligence, Cash Flow, SEC filings, GAAP, Cash Management, Cost Accounting, Internal Audit, Strategic Financial...
Education
St. John Fisher College 1987 — 1989
BS, Accounting
McQuaid Jesuit High School 1981 — 1984
High School Diploma
Amy Marcoccia's KPMG Peat Marwick Experience 1988 - 1990
Job Owner, Amy Marcoccia Accountancy
Industry Accounting
Experience
Amy Marcoccia Accountancy Accounting/Tax ManagerOrlando, Mitts, Moore & CompanyOctober 1990 - September 1999
KPMG Peat Marwick 1988 - 1990
Skills
Accounting, US GAAP, Corporate Tax, Tax Preparation, Business Planning, Property Tax, Sales & Use Tax, Payroll Services, QuickBooks, CPA, Financial Reporting, Start-ups, Managerial Finance, Budgets, Small Business, GAAP, Finance, Mergers & Acquisitions
Education
San Jose State University 1984 — 1988
BS, Accounting
Amy Marcoccia Accountancy Accounting/Tax ManagerOrlando, Mitts, Moore & CompanyOctober 1990 - September 1999
KPMG Peat Marwick 1988 - 1990
Skills
Accounting, US GAAP, Corporate Tax, Tax Preparation, Business Planning, Property Tax, Sales & Use Tax, Payroll Services, QuickBooks, CPA, Financial Reporting, Start-ups, Managerial Finance, Budgets, Small Business, GAAP, Finance, Mergers & Acquisitions
Education
San Jose State University 1984 — 1988
BS, Accounting
Gregory Anderson, CPA's KPMG Peat Marwick Experience 1995 - 1997
Job Accounting Supervisor
Industry Accounting
Experience
EmblemHealth 2013 - Present
American Express 2006 - 2012
The Hartford 1999 - 2006
KPMG Peat Marwick 1995 - 1997
Skills
SEC filings, General Ledger
Education
University of Hartford 2002 — 2004
Master of Science (M.S.)
Southern Connecticut State University 1991 — 1994
BS
EmblemHealth 2013 - Present
American Express 2006 - 2012
The Hartford 1999 - 2006
KPMG Peat Marwick 1995 - 1997
Skills
SEC filings, General Ledger
Education
University of Hartford 2002 — 2004
Master of Science (M.S.)
Southern Connecticut State University 1991 — 1994
BS
Elsie Mustaller's KPMG Peat Marwick Experience 1980 - 1985
Job Xerox Program Director/COO for Texas Dept. of Computer Services
Industry Government Administration
Experience
Xerox April 2013 - Present
County of Orange March 2009 - March 2013
IBM January 1996 - March 2009
IBM 1996 - 2009
kPMG Peat Marwick 1980 - 1985
Skills
Strategic Planning, Program Management, PMP, ITIL, Mentoring, Governance, Management, Project Portfolio..., IT Strategy, IT Service Management, Strategy, Leadership, Disaster Recovery, Process Improvement, IT Management, Enterprise Software, Management Consulting, Outsourcing, Data Center, Business Process..., Team Leadership, Cross-functional Team..., Project Planning, Enterprise Architecture, Risk Management, Project Management, Change Management, Vendor Management, Cloud Computing, SDLC, Telecommunications, Visio, MS Project, Software Project..., Business Analysis, Security, ERP
Education
Southern Methodist University 1992 — 1993
Master of Business Administration (MBA), Business Administration and Management, General, International Focus
William Paterson University of New Jersey
Bachelor of Science (BS), Mathematics and Computer Science
Xerox April 2013 - Present
County of Orange March 2009 - March 2013
IBM January 1996 - March 2009
IBM 1996 - 2009
kPMG Peat Marwick 1980 - 1985
Skills
Strategic Planning, Program Management, PMP, ITIL, Mentoring, Governance, Management, Project Portfolio..., IT Strategy, IT Service Management, Strategy, Leadership, Disaster Recovery, Process Improvement, IT Management, Enterprise Software, Management Consulting, Outsourcing, Data Center, Business Process..., Team Leadership, Cross-functional Team..., Project Planning, Enterprise Architecture, Risk Management, Project Management, Change Management, Vendor Management, Cloud Computing, SDLC, Telecommunications, Visio, MS Project, Software Project..., Business Analysis, Security, ERP
Education
Southern Methodist University 1992 — 1993
Master of Business Administration (MBA), Business Administration and Management, General, International Focus
William Paterson University of New Jersey
Bachelor of Science (BS), Mathematics and Computer Science
Kelley Young's KPMG Peat Marwick Experience July 1980 - August 1982
Job Lawyer, Director at Troubh Heisler, completing client's family business and estate planning projects
Industry Law Practice
Experience
Troubh Heisler October 2008 - Present
Van Meer & Belanger September 1990 - August 2008
Paul, Frank & Collins May 1988 - August 1990
Price Waterhouse September 1985 - April 1988
KPMG Peat Marwick July 1980 - August 1982
Skills
Trusts, Estate Planning, Probate, Tax, Small Business, Intellectual Property, Corporate Law, Legal Writing
Education
University of Maine School of Law 1982 — 1985
JD
Stanford University 1976 — 1980
AB, American Studies
Wallingford High School
Troubh Heisler October 2008 - Present
Van Meer & Belanger September 1990 - August 2008
Paul, Frank & Collins May 1988 - August 1990
Price Waterhouse September 1985 - April 1988
KPMG Peat Marwick July 1980 - August 1982
Skills
Trusts, Estate Planning, Probate, Tax, Small Business, Intellectual Property, Corporate Law, Legal Writing
Education
University of Maine School of Law 1982 — 1985
JD
Stanford University 1976 — 1980
AB, American Studies
Wallingford High School
Julie Garber's KPMG Peat Marwick Experience August 1988 - April 1990
Job Compliance Manager at Jacobs Engineering Group Inc.
Industry Civil Engineering
Experience
Jacobs Engineering Group Inc. Compliance ManagerSverdrup Civil1993 - 1999
The May Company May 1991 - April 1993
KPMG Peat Marwick August 1988 - April 1990
Skills
Risk Management, Auditing, Contract Negotiation, Budgets, Finance, FAR, Accounting, Project Management, Contract Management
Education
Southern Illinois University, Edwardsville 1987 — 1988
Accountancy
Jacobs Engineering Group Inc. Compliance ManagerSverdrup Civil1993 - 1999
The May Company May 1991 - April 1993
KPMG Peat Marwick August 1988 - April 1990
Skills
Risk Management, Auditing, Contract Negotiation, Budgets, Finance, FAR, Accounting, Project Management, Contract Management
Education
Southern Illinois University, Edwardsville 1987 — 1988
Accountancy
Donna Joyce's KPMG Peat Marwick Experience 1986 - 1991
Job Product Manager at SunGard InvesTier
Industry Investment Management
Experience
SunGard - InvesTier March 2010 - Present
Ivy Asset Management 2004 - June 2010
Pyramid Consulting, Inc. 1999 - 2004
D. E. Shaw & Co. 1993 - 1999
Lehman Brothers 1991 - 1993
KPMG Peat Marwick 1986 - 1991
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Business Analysis, Financial Analysis, Fund Accounting, Accounting, Valuation, Securities, Investments, Investor Relations, Equities, Asset Management, Fixed Income, Cash Management, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
Bachelor of Science, Accounting
SunGard - InvesTier March 2010 - Present
Ivy Asset Management 2004 - June 2010
Pyramid Consulting, Inc. 1999 - 2004
D. E. Shaw & Co. 1993 - 1999
Lehman Brothers 1991 - 1993
KPMG Peat Marwick 1986 - 1991
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Business Analysis, Financial Analysis, Fund Accounting, Accounting, Valuation, Securities, Investments, Investor Relations, Equities, Asset Management, Fixed Income, Cash Management, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
Bachelor of Science, Accounting
Jason Rosiello's KPMG Peat Marwick Experience September 2007 - March 2011
Job Financial Reporting Manager at Mercer
Industry Accounting
Frederick Stoll CPA's KPMG Peat Marwick Experience 1969 - 1975
Job University Instructor/Consultant
Industry Semiconductors
Experience
Frederick W. Stoll CPA 2007 - Present
Infineon Technoloies 2000 - 2007
Siemens Corp 1979 - 2000
Microwave Semiconductor Corp. ( A Siemens Company) 1979 - 1990
KPMG Peat Marwick 1969 - 1975
Skills
Accounting, Financial Analysis, Semiconductors, Financial Reporting
Education
Seton Hall University 1976 — 1979
MBA, Finance
Upsala College 1965 — 1969
AB, Accounting
Frederick W. Stoll CPA 2007 - Present
Infineon Technoloies 2000 - 2007
Siemens Corp 1979 - 2000
Microwave Semiconductor Corp. ( A Siemens Company) 1979 - 1990
KPMG Peat Marwick 1969 - 1975
Skills
Accounting, Financial Analysis, Semiconductors, Financial Reporting
Education
Seton Hall University 1976 — 1979
MBA, Finance
Upsala College 1965 — 1969
AB, Accounting
Kellie Serrao's KPMG Peat Marwick Experience September 1999 - November 2002
Job VP Finance & Treasury at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services August 2010 - Present
First Data Corporation November 2005 - June 2011
First Data Corporation October 2004 - November 2005
First Data Corporation June 2003 - October 2004
Arrow Electronics November 2002 - June 2003
KPMG Peat Marwick September 1999 - November 2002
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 1999
Masters of Accounting, Accounting
Saint John's University 1994 — 1998
Bachelors of Science, Accounting
Bank of America Merchant Services August 2010 - Present
First Data Corporation November 2005 - June 2011
First Data Corporation October 2004 - November 2005
First Data Corporation June 2003 - October 2004
Arrow Electronics November 2002 - June 2003
KPMG Peat Marwick September 1999 - November 2002
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 1999
Masters of Accounting, Accounting
Saint John's University 1994 — 1998
Bachelors of Science, Accounting
Laura Benedetti's KPMG Peat Marwick Experience September 1987 - June 1990
Job CFO at Andreozzi, Bluestein, Weber, Brown LLP
Industry Legal Services
Experience
Andreozzi, Bluestein, Weber, Brown, LLP August 2013 - Present
Holy Angels Academy April 2002 - August 2013
Comptek Research, Inc. June 1990 - December 2000
KPMG Peat Marwick September 1987 - June 1990
Skills
Strategic Financial..., Financial Management..., Internal Controls, Accounting, P&L Forecasting
Education
AEA/Stanford Execuitve Insititue
Certificate Program - Management of High-Technology Companies
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Accounting and IT
Andreozzi, Bluestein, Weber, Brown, LLP August 2013 - Present
Holy Angels Academy April 2002 - August 2013
Comptek Research, Inc. June 1990 - December 2000
KPMG Peat Marwick September 1987 - June 1990
Skills
Strategic Financial..., Financial Management..., Internal Controls, Accounting, P&L Forecasting
Education
AEA/Stanford Execuitve Insititue
Certificate Program - Management of High-Technology Companies
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Accounting and IT
Clifford Boncore's KPMG Peat Marwick Experience March 1956 - March 1991
Job Owner at Clifford C. Boncore, CPA
Industry Accounting
Experience
Clifford C. Boncore, CPA March 1991 - Present
KPMG Peat Marwick March 1956 - March 1991
Skills
Due Diligence, Tax Returns, Small Business, Tax Preparation, Accounting, Financial Analysis, CPA, Tax, Process Improvement, Income Tax, Corporate Tax, Forecasting, Microsoft Excel, Public Speaking, Budgets, Strategic Planning, Financial Reporting, Management
Education
Clarence Central. SUNY at Buffalo, Erie Community College 1977 — 1983
AAS, BS, Accounting and Business/Management
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting
Clifford C. Boncore, CPA March 1991 - Present
KPMG Peat Marwick March 1956 - March 1991
Skills
Due Diligence, Tax Returns, Small Business, Tax Preparation, Accounting, Financial Analysis, CPA, Tax, Process Improvement, Income Tax, Corporate Tax, Forecasting, Microsoft Excel, Public Speaking, Budgets, Strategic Planning, Financial Reporting, Management
Education
Clarence Central. SUNY at Buffalo, Erie Community College 1977 — 1983
AAS, BS, Accounting and Business/Management
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting
Trisha DeLorenzo's KPMG Peat Marwick Experience September 1998 - January 2003
Job VP Tax at AMC Networks
Industry Telecommunications
Experience
AMC Networks July 2011 - Present
Cablevision January 2004 - July 2011
Deloitte & Touche January 2003 - January 2004
KPMG Peat Marwick September 1998 - January 2003
Skills
Accounting, Corporate Tax, FIN 48, Financial Reporting, Income Tax, SEC Filings, International Tax, SEC filings, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Research
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2004
MBA, Taxation
State University of New York College at Geneseo
AMC Networks July 2011 - Present
Cablevision January 2004 - July 2011
Deloitte & Touche January 2003 - January 2004
KPMG Peat Marwick September 1998 - January 2003
Skills
Accounting, Corporate Tax, FIN 48, Financial Reporting, Income Tax, SEC Filings, International Tax, SEC filings, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Research
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2004
MBA, Taxation
State University of New York College at Geneseo
Catherine (Uy) Dacuycuy's KPMG Peat Marwick Experience October 2006 - December 2008
Job Assurance Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2009 - Present
KPMG Peat Marwick October 2006 - December 2008
SGV & Co. February 2002 - September 2006
Skills
GAAP, US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, CPA, Assurance, Auditing, Financial Analysis
Education
Silliman University 1997 — 2001
BS, Accountancy
BDO USA, LLP January 2009 - Present
KPMG Peat Marwick October 2006 - December 2008
SGV & Co. February 2002 - September 2006
Skills
GAAP, US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, CPA, Assurance, Auditing, Financial Analysis
Education
Silliman University 1997 — 2001
BS, Accountancy
Johanna Ferreira's KPMG Peat Marwick Experience June 2010 - August 2010
Job Senior Auditor, AVP at Citi
Industry Accounting
Experience
Citi April 2014 - Present
KPMG US July 2013 - March 2014
KPMG October 2011 - June 2013
Siemens September 2010 - August 2011
KPMG Peat Marwick June 2010 - August 2010
Chase Manhattan Corporation September 2008 - April 2010
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Auditing, Business Analysis, Microsoft Office, Microsoft Word, Research, Event Planning, Leadership, Sarbanes-Oxley, OMB Circular A-133, Financial Reporting, Management
Education
Seton Hall University 2007 — 2011
B.A., Accounting and Management Double Major, Non-Profit Studies Minor, 3.45 of 4.00
Citi April 2014 - Present
KPMG US July 2013 - March 2014
KPMG October 2011 - June 2013
Siemens September 2010 - August 2011
KPMG Peat Marwick June 2010 - August 2010
Chase Manhattan Corporation September 2008 - April 2010
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Auditing, Business Analysis, Microsoft Office, Microsoft Word, Research, Event Planning, Leadership, Sarbanes-Oxley, OMB Circular A-133, Financial Reporting, Management
Education
Seton Hall University 2007 — 2011
B.A., Accounting and Management Double Major, Non-Profit Studies Minor, 3.45 of 4.00
Christopher Shavo's KPMG Peat Marwick Experience 1988 - 1991
Job Comptroller/Attorney at McDonnell and Associates, PA
Industry Law Practice
Experience
McDonnell and Associates, PA 2012 - Present
The Law Offices of C.M. Shavo, PA 2005 - 2012
The O'Connor Law Firm, PA 2002 - 2005
Paul, Mardinly, Durham, James, Flandreau & Rodger, PC 1995 - 2002
Court of Common Pleas, Orphans' Court Division 1992 - 1995
KPMG Peat Marwick 1988 - 1991
Skills
Real Estate Transactions, Transactional Tax..., Estate Planning, Asset Protection...
Education
Villanova University School of Law
LL.M., Taxation
Siena College
Accounting Certification
Western New England College School of Law
J.D.
Siena College
B.S., Economics
McDonnell and Associates, PA 2012 - Present
The Law Offices of C.M. Shavo, PA 2005 - 2012
The O'Connor Law Firm, PA 2002 - 2005
Paul, Mardinly, Durham, James, Flandreau & Rodger, PC 1995 - 2002
Court of Common Pleas, Orphans' Court Division 1992 - 1995
KPMG Peat Marwick 1988 - 1991
Skills
Real Estate Transactions, Transactional Tax..., Estate Planning, Asset Protection...
Education
Villanova University School of Law
LL.M., Taxation
Siena College
Accounting Certification
Western New England College School of Law
J.D.
Siena College
B.S., Economics
Le Quyen Pham's KPMG Peat Marwick Experience August 1986 - April 1996
Job Manager, Stock Administration at Google Inc.
Industry Human Resources
Experience
Google Inc. April 2005 - September 2014
Solectron June 2000 - April 2005
Acuson October 1997 - June 2000
KPMG Peat Marwick August 1986 - April 1996
Skills
HRIS, Employee Relations, Human Resources, Employee Benefits, PeopleSoft, Payroll, Onboarding, Financial Statements, Executive Management
Education
San Jose State University
Bachelor of Business Administration (B.B.A.), Accounting
Google Inc. April 2005 - September 2014
Solectron June 2000 - April 2005
Acuson October 1997 - June 2000
KPMG Peat Marwick August 1986 - April 1996
Skills
HRIS, Employee Relations, Human Resources, Employee Benefits, PeopleSoft, Payroll, Onboarding, Financial Statements, Executive Management
Education
San Jose State University
Bachelor of Business Administration (B.B.A.), Accounting
Cathy Witmer's KPMG Peat Marwick Experience January 1989 - January 1992
Job Regional Controller at Drayer Physical Therapy Institute
Industry Hospital & Health Care
Experience
Drayer Physical Therapy Institute November 2011 - Present
Remington Lamp September 2007 - November 2011
Pyrotek Inc. January 1996 - September 2007
Continental Medical Systems January 1992 - January 1996
KPMG Peat Marwick January 1989 - January 1992
Skills
Finance, Accounting, Management, Financial Reporting, Forecasting, Process Improvement, Internal Controls, Managerial Finance, Financial Analysis
Education
Shippensburg University of Pennsylvania 1985 — 1988
Bachelor's Degree, Accounting
Chambersburg Area High School 1983 — 1985
Drayer Physical Therapy Institute November 2011 - Present
Remington Lamp September 2007 - November 2011
Pyrotek Inc. January 1996 - September 2007
Continental Medical Systems January 1992 - January 1996
KPMG Peat Marwick January 1989 - January 1992
Skills
Finance, Accounting, Management, Financial Reporting, Forecasting, Process Improvement, Internal Controls, Managerial Finance, Financial Analysis
Education
Shippensburg University of Pennsylvania 1985 — 1988
Bachelor's Degree, Accounting
Chambersburg Area High School 1983 — 1985
Barbara Malta's KPMG Peat Marwick Experience September 1989 - June 1994
Job Accounting Manager at Austro Mold, Inc.
Industry Plastics
Experience
Austro Mold, Inc. October 2002 - Present
KPMG Peat Marwick September 1989 - June 1994
Education
State University of New York at Buffalo - School of Management 1984 — 1989
Bachelors of Science in Business Administration, Accounting and Finance
Austro Mold, Inc. October 2002 - Present
KPMG Peat Marwick September 1989 - June 1994
Education
State University of New York at Buffalo - School of Management 1984 — 1989
Bachelors of Science in Business Administration, Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY