KPMG Peat Marwick
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Customer service: 00 800 5555 5522 Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Number of employees: 207,050 (2018) Founded: 1987 Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
KPMG Peat Marwick List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at KPMG Peat Marwick. You can filter them based on skills, years of employment, job, education, department, and prior employment.
KPMG Peat Marwick Salaries. You can even request information on how much does KPMG Peat Marwick pay if you want to. Learn about salaries, pros and cons of working for KPMG Peat Marwick directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,306 KPMG Peat Marwick employees in database. Find out everything there's to know about KPMG Peat Marwick employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
KPMG Peat Marwick Employees
Employee
Years
Job
Industry
Jessica Richmond Jessica Richmond's KPMG Peat Marwick Experience January 1998 - June 2000
Job Principal at Richmond Marketing Strategy & Innovation Consulting
Industry Consumer Goods
Experience
Richmond Marketing Strategy & Innovation Consulting January 2012 - Present
Alberto Culver January 2010 - January 2012
Alberto Culver June 2008 - December 2009
Alberto Culver March 2006 - May 2008
Alberto Culver February 2005 - February 2006
Blistex June 2002 - February 2005
KPMG Peat Marwick January 1998 - June 2000
ICF Consulting June 1996 - January 1998
Skills
Cross-functional Team..., Consumer Products, FMCG, Strategy, Customer Insight, Product Development, Marketing, Advertising, Analysis, Brand Equity, Brand Management, Business Strategy, Competitive Analysis, Leadership, Management, Marketing Management, P&L Management, Positioning, Product Innovation, Segmentation, Strategic Planning, Pricing Strategy, Packaging, Forecasting, Mergers & Acquisitions, Program Management
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Marketing Management, Finance
University of Michigan 1992 — 1996
BA, Economics, Spanish
Buchanan High School 1988 — 1992
Richmond Marketing Strategy & Innovation Consulting January 2012 - Present
Alberto Culver January 2010 - January 2012
Alberto Culver June 2008 - December 2009
Alberto Culver March 2006 - May 2008
Alberto Culver February 2005 - February 2006
Blistex June 2002 - February 2005
KPMG Peat Marwick January 1998 - June 2000
ICF Consulting June 1996 - January 1998
Skills
Cross-functional Team..., Consumer Products, FMCG, Strategy, Customer Insight, Product Development, Marketing, Advertising, Analysis, Brand Equity, Brand Management, Business Strategy, Competitive Analysis, Leadership, Management, Marketing Management, P&L Management, Positioning, Product Innovation, Segmentation, Strategic Planning, Pricing Strategy, Packaging, Forecasting, Mergers & Acquisitions, Program Management
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Marketing Management, Finance
University of Michigan 1992 — 1996
BA, Economics, Spanish
Buchanan High School 1988 — 1992
Frank Vezzi Frank Vezzi's KPMG Peat Marwick Experience October 1983 - November 1989
Job
Industry Management Consulting
Experience
NTELX May 2009 - February 2014
Serco Inc June 2005 - July 2007
Ajilon Consulting October 1996 - August 2003
Ajilon Consulting January 1991 - October 1996
KPMG Peat Marwick October 1983 - November 1989
Deloitte Consulting October 1981 - November 1983
US Postal Service February 1980 - October 1981
US Postal Service February 1976 - October 1980
US Postal Service October 1973 - October 1976
US Treasury Department Internal Revenue Service February 1971 - October 1973
Skills
CRM, Government, IT Service Management, Operations Management, Professional Services, Vendor Management, Business Development, SDLC, Management Consulting, Governance, Management, Integration, Program Management, Team Building, Change Management, Strategic Planning, IT Management, Managed Services, Project Management, Business Process..., Consulting, Strategy, Business Analysis, Process Improvement, Leadership, Business Intelligence, Business Strategy, IT Strategy, Requirements Analysis, Outsourcing, Cloud Computing, Project Portfolio..., Team Leadership
Education
The George Washington University - School of Business 1975 — 1978
MBA, Information Systems Technology
University of Maryland College Park 1966 — 1970
BS, Information Systems Management & Marketing
NTELX May 2009 - February 2014
Serco Inc June 2005 - July 2007
Ajilon Consulting October 1996 - August 2003
Ajilon Consulting January 1991 - October 1996
KPMG Peat Marwick October 1983 - November 1989
Deloitte Consulting October 1981 - November 1983
US Postal Service February 1980 - October 1981
US Postal Service February 1976 - October 1980
US Postal Service October 1973 - October 1976
US Treasury Department Internal Revenue Service February 1971 - October 1973
Skills
CRM, Government, IT Service Management, Operations Management, Professional Services, Vendor Management, Business Development, SDLC, Management Consulting, Governance, Management, Integration, Program Management, Team Building, Change Management, Strategic Planning, IT Management, Managed Services, Project Management, Business Process..., Consulting, Strategy, Business Analysis, Process Improvement, Leadership, Business Intelligence, Business Strategy, IT Strategy, Requirements Analysis, Outsourcing, Cloud Computing, Project Portfolio..., Team Leadership
Education
The George Washington University - School of Business 1975 — 1978
MBA, Information Systems Technology
University of Maryland College Park 1966 — 1970
BS, Information Systems Management & Marketing
Chuck Blanton, CPA Chuck Blanton, CPA's KPMG Peat Marwick Experience January 1996 - June 2000
Job CPA, LPL Financial Advisor
Industry Investment Management
Experience
Blanton Financial Services, LLC 2014 - Present
Boucher, Morgan and Young December 2005 - July 2014
TPG Capital June 2000 - April 2004
KPMG Peat Marwick January 1996 - June 2000
Skills
Financial Analysis, CPA, Budgets, Financial Reporting, Customer Service, Strategic Planning, Accounting, Management, GAAP, Financial Accounting
Education
Tarleton State University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Blanton Financial Services, LLC 2014 - Present
Boucher, Morgan and Young December 2005 - July 2014
TPG Capital June 2000 - April 2004
KPMG Peat Marwick January 1996 - June 2000
Skills
Financial Analysis, CPA, Budgets, Financial Reporting, Customer Service, Strategic Planning, Accounting, Management, GAAP, Financial Accounting
Education
Tarleton State University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Michelle Belanger Michelle Belanger's KPMG Peat Marwick Experience 1993 - 1994
Job CPA at Nommensen & Williams, P.C.
Industry Accounting
Experience
Nommensen & Williams, P.C. January 2012 - Present
Bentley, Bratcher, & Associates, PC July 2011 - January 2012
Fitts, Roberts & Co., P.C. 2006 - July 2011
Fayez Sarofim & Co. 2004 - 2006
UHY Advisors 2000 - 2004
Briggs & Veselka Co. 1995 - 2000
Coopers & Lybrand 1994 - 1995
KPMG Peat Marwick 1993 - 1994
Skills
GAAP, Tax, QuickBooks, Reviews, Projects, Corporate Tax, CPA, Tax Accounting, Financial Statements, Financial Reporting, Accounting, General Ledger, US GAAP, Auditing, Tax Preparation, Income Tax
Education
Texas A&M University 1988 — 1993
BBA, Accounting
Nommensen & Williams, P.C. January 2012 - Present
Bentley, Bratcher, & Associates, PC July 2011 - January 2012
Fitts, Roberts & Co., P.C. 2006 - July 2011
Fayez Sarofim & Co. 2004 - 2006
UHY Advisors 2000 - 2004
Briggs & Veselka Co. 1995 - 2000
Coopers & Lybrand 1994 - 1995
KPMG Peat Marwick 1993 - 1994
Skills
GAAP, Tax, QuickBooks, Reviews, Projects, Corporate Tax, CPA, Tax Accounting, Financial Statements, Financial Reporting, Accounting, General Ledger, US GAAP, Auditing, Tax Preparation, Income Tax
Education
Texas A&M University 1988 — 1993
BBA, Accounting
Nick Pantazis Nick Pantazis's KPMG Peat Marwick Experience 1992 - 1998
Job President at WilsherCo, Inc.
Industry Oil & Energy
Experience
WilsherCo, Inc. September 2011 - Present
Catalyst Associates May 1999 - Present
USFR 2000 - 2000
Shebay & Pantazis, llc 1998 - 1999
KPMG Peat Marwick 1992 - 1998
Rockwell Space Operations Co. 1986 - 1991
Skills
Program Management, Change Management, Business Process..., Project Management, Strategy, Business Analysis, Integration, Training, Analysis, Process Improvement, Organizational..., Management, Budgets, Manufacturing, Process Engineering, Leadership, Business Planning, Energy, Sales Management, Business Intelligence, Strategic Planning, Continuous Improvement, Forecasting, Mergers & Acquisitions, Lean Manufacturing, Leadership Development, Entrepreneurship, Team Leadership, Risk Management, Management Consulting, Project Planning, Business Development, Consulting, MS Project, Government, Cross-functional Team..., New Business Development, Business Strategy, Account Management, Team Building, Operations Management, Six Sigma, Start-ups, Negotiation, Procurement, Product Management, Product Development, Contract Management, Contract Negotiation, Supply Chain Management
Education
University of Houston - Clear Lake 1989 — 1991
MBA, Business, Management, Marketing, and Related Support Services
Texas A&M University 1981 — 1985
BS, Mechanical Engineering
WilsherCo, Inc. September 2011 - Present
Catalyst Associates May 1999 - Present
USFR 2000 - 2000
Shebay & Pantazis, llc 1998 - 1999
KPMG Peat Marwick 1992 - 1998
Rockwell Space Operations Co. 1986 - 1991
Skills
Program Management, Change Management, Business Process..., Project Management, Strategy, Business Analysis, Integration, Training, Analysis, Process Improvement, Organizational..., Management, Budgets, Manufacturing, Process Engineering, Leadership, Business Planning, Energy, Sales Management, Business Intelligence, Strategic Planning, Continuous Improvement, Forecasting, Mergers & Acquisitions, Lean Manufacturing, Leadership Development, Entrepreneurship, Team Leadership, Risk Management, Management Consulting, Project Planning, Business Development, Consulting, MS Project, Government, Cross-functional Team..., New Business Development, Business Strategy, Account Management, Team Building, Operations Management, Six Sigma, Start-ups, Negotiation, Procurement, Product Management, Product Development, Contract Management, Contract Negotiation, Supply Chain Management
Education
University of Houston - Clear Lake 1989 — 1991
MBA, Business, Management, Marketing, and Related Support Services
Texas A&M University 1981 — 1985
BS, Mechanical Engineering
Stanley Mattos Stanley Mattos's KPMG Peat Marwick Experience April 1981 - September 1995
Job Vice President of Operations at Brand USA
Industry Marketing and Advertising
Experience
Brand USA February 2014 - Present
Apex Consulting Services Group, Inc. July 2009 - January 2014
Unisys January 2002 - March 2009
BearingPoint January 2001 - December 2001
Alltel Information Services March 1997 - December 2000
United States Marine Corps February 1974 - September 2000
Unisys October 1995 - February 1997
KPMG Peat Marwick April 1981 - September 1995
Skills
Management Consulting, Program Management, Integration, Engagement, Strategic Planning, IT Strategy, Six Sigma, ERP, PMO, Process Improvement, SDLC, Business Analysis, Business Transformation, Business Process, Consultancy, Change Management, Process Engineering, Business Process..., Governance, Risk Management, IT Management, Public Sector, IT Governance, Outsourcing, Risk Mitigation, Customer Relations, Vendor Management, Requirements Analysis, Financial Management, Resource Management, IT Outsourcing, Business Strategy, Service Delivery, Team Leadership, Project Implementation, Software Project..., Professional Services, Project Planning, Risk Assessment, Cross-functional Team..., Project Delivery, Strategy, Enterprise Software, Leadership, Management, Business Process..., Managerial Finance, Customer Service, Consulting
Education
University of Phoenix 2001 — 2005
MBA, eBusiness
Syracuse University 1973 — 1977
BS, Chemistry & Computer Science
Brand USA February 2014 - Present
Apex Consulting Services Group, Inc. July 2009 - January 2014
Unisys January 2002 - March 2009
BearingPoint January 2001 - December 2001
Alltel Information Services March 1997 - December 2000
United States Marine Corps February 1974 - September 2000
Unisys October 1995 - February 1997
KPMG Peat Marwick April 1981 - September 1995
Skills
Management Consulting, Program Management, Integration, Engagement, Strategic Planning, IT Strategy, Six Sigma, ERP, PMO, Process Improvement, SDLC, Business Analysis, Business Transformation, Business Process, Consultancy, Change Management, Process Engineering, Business Process..., Governance, Risk Management, IT Management, Public Sector, IT Governance, Outsourcing, Risk Mitigation, Customer Relations, Vendor Management, Requirements Analysis, Financial Management, Resource Management, IT Outsourcing, Business Strategy, Service Delivery, Team Leadership, Project Implementation, Software Project..., Professional Services, Project Planning, Risk Assessment, Cross-functional Team..., Project Delivery, Strategy, Enterprise Software, Leadership, Management, Business Process..., Managerial Finance, Customer Service, Consulting
Education
University of Phoenix 2001 — 2005
MBA, eBusiness
Syracuse University 1973 — 1977
BS, Chemistry & Computer Science
Mehul Tank Mehul Tank's KPMG Peat Marwick Experience 1989 - 1996
Job Consultant at JH Partners
Industry Consumer Goods
Experience
JH Partners June 2015 - Present
Mexx July 2014 - January 2015
Various October 2012 - June 2014
Gump's April 2011 - September 2012
Clothing brand: Phi 2003 - 2010
Zoot Sports 2001 - 2003
Esprit 1999 - 2001
Levi Strauss & Co. 1996 - 1999
KPMG Peat Marwick 1989 - 1996
Skills
Apparel, Retail, Home, Wholesale, Strategic Planning, Accounting, Inventory Management, Financial Reporting, E-commerce, US GAAP, Forecasting, Consumer Products, Management, Accounts Payable, Finance, Business Planning, Leadership, Restructuring
Education
London School of Economics and Political Science 1984 — 1988
B.Sc, Economics
JH Partners June 2015 - Present
Mexx July 2014 - January 2015
Various October 2012 - June 2014
Gump's April 2011 - September 2012
Clothing brand: Phi 2003 - 2010
Zoot Sports 2001 - 2003
Esprit 1999 - 2001
Levi Strauss & Co. 1996 - 1999
KPMG Peat Marwick 1989 - 1996
Skills
Apparel, Retail, Home, Wholesale, Strategic Planning, Accounting, Inventory Management, Financial Reporting, E-commerce, US GAAP, Forecasting, Consumer Products, Management, Accounts Payable, Finance, Business Planning, Leadership, Restructuring
Education
London School of Economics and Political Science 1984 — 1988
B.Sc, Economics
Carrie Graziano Carrie Graziano's KPMG Peat Marwick Experience August 1990 - June 1992
Job Manager at iSmile Studios
Industry Accounting
Experience
iSmile Studios November 2014 - Present
Green Door Self Storage March 2013 - Present
Ahni & Zoe by Creative Memories March 2001 - Present
crickets studio September 1993 - Present
ClassBook.com April 2012 - October 2014
East Greenbush Window Coverings October 2011 - April 2012
Healthcare Association of New York State January 2000 - July 2003
McGinn Smith & Co. Inc. August 1997 - January 2000
DePuy Orthopaedics March 1991 - May 1997
KPMG Peat Marwick August 1990 - June 1992
Skills
Accounts Receivable, Bookkeeping, Small Business, General Ledger, Accounting, Journal Entries, Microsoft Word, QuickBooks, Software Documentation, Customer Service, Invoicing, Microsoft Excel, Account Reconciliation, Microsoft Office, Process Improvement, Teamwork, Outlook, Budgets, Spreadsheets, Accounts Payable, PowerPoint, Cash Flow, Leadership, Purchasing, Insurance, Team Building, Training, Financial Analysis, Auditing, Time Management, Financial Reporting, Payroll, Management, Data Analysis, Event Planning, Nonprofits, Public Speaking, Coaching, Inventory Management, Strategic Planning
Education
The Sage Colleges - Russell Sage College 1986 — 1990
Bachelor of Science, Accounting (Major), Economics (Major), Computer Science (Minor)
iSmile Studios November 2014 - Present
Green Door Self Storage March 2013 - Present
Ahni & Zoe by Creative Memories March 2001 - Present
crickets studio September 1993 - Present
ClassBook.com April 2012 - October 2014
East Greenbush Window Coverings October 2011 - April 2012
Healthcare Association of New York State January 2000 - July 2003
McGinn Smith & Co. Inc. August 1997 - January 2000
DePuy Orthopaedics March 1991 - May 1997
KPMG Peat Marwick August 1990 - June 1992
Skills
Accounts Receivable, Bookkeeping, Small Business, General Ledger, Accounting, Journal Entries, Microsoft Word, QuickBooks, Software Documentation, Customer Service, Invoicing, Microsoft Excel, Account Reconciliation, Microsoft Office, Process Improvement, Teamwork, Outlook, Budgets, Spreadsheets, Accounts Payable, PowerPoint, Cash Flow, Leadership, Purchasing, Insurance, Team Building, Training, Financial Analysis, Auditing, Time Management, Financial Reporting, Payroll, Management, Data Analysis, Event Planning, Nonprofits, Public Speaking, Coaching, Inventory Management, Strategic Planning
Education
The Sage Colleges - Russell Sage College 1986 — 1990
Bachelor of Science, Accounting (Major), Economics (Major), Computer Science (Minor)
Stephanie Tamul Stephanie Tamul's KPMG Peat Marwick Experience 1992 - 1994
Job Accounting & Finance Professional
Industry Information Technology and Services
Experience
Liberty Software January 2015 - Present
Commercial Metals Company January 2010 - December 2014
Nokia Siemens Networks US LLC 2008 - 2009
Nokia Inc. 2003 - 2007
Nokia Inc. 1998 - 2002
DSC Communications Corp. 1994 - 1998
KPMG Peat Marwick 1992 - 1994
Skills
Internal Controls, Forecasting, Accounting, Auditing, General Ledger, Corporate Finance, Sarbanes-Oxley Act, Revenue Recognition, Financial Reporting, SAP, Process Improvement, Financial Analysis, Sarbanes-Oxley, Financial Accounting, Cost Accounting, Finance, Financial Audits, Mergers & Acquisitions, Hyperion Enterprise, Analysis, Variance Analysis
Education
Texas Tech University 1988 — 1992
BBA
Liberty Software January 2015 - Present
Commercial Metals Company January 2010 - December 2014
Nokia Siemens Networks US LLC 2008 - 2009
Nokia Inc. 2003 - 2007
Nokia Inc. 1998 - 2002
DSC Communications Corp. 1994 - 1998
KPMG Peat Marwick 1992 - 1994
Skills
Internal Controls, Forecasting, Accounting, Auditing, General Ledger, Corporate Finance, Sarbanes-Oxley Act, Revenue Recognition, Financial Reporting, SAP, Process Improvement, Financial Analysis, Sarbanes-Oxley, Financial Accounting, Cost Accounting, Finance, Financial Audits, Mergers & Acquisitions, Hyperion Enterprise, Analysis, Variance Analysis
Education
Texas Tech University 1988 — 1992
BBA
Kenneth King Kenneth King's KPMG Peat Marwick Experience May 1987 - August 1991
Job Vice President of Acquisitions and Development at Community Health Systems
Industry Hospital & Health Care
Experience
Community Health Systems September 2008 - Present
Hospital Partners of America July 2006 - September 2008
IBM Healthcare and Life Sciences January 2001 - July 2006
Carolinas Healthcare System July 1999 - December 2000
PricewaterhouseCoopers (PwC) September 1993 - July 1999
KPMG Peat Marwick May 1987 - August 1991
Skills
Healthcare Consulting, Revenue Cycle, Physician Relations, Healthcare, Healthcare Information..., Physicians, M&A experience
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, General Management
Texas Christian University 1984 — 1988
BBA, Accounting
Community Health Systems September 2008 - Present
Hospital Partners of America July 2006 - September 2008
IBM Healthcare and Life Sciences January 2001 - July 2006
Carolinas Healthcare System July 1999 - December 2000
PricewaterhouseCoopers (PwC) September 1993 - July 1999
KPMG Peat Marwick May 1987 - August 1991
Skills
Healthcare Consulting, Revenue Cycle, Physician Relations, Healthcare, Healthcare Information..., Physicians, M&A experience
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, General Management
Texas Christian University 1984 — 1988
BBA, Accounting
Chris Mercer Chris Mercer's KPMG Peat Marwick Experience March 1975 - December 1975
Job Business Valuation. Author of Unlocking Private Company Wealth and BuySell Agreement Books.ChrisMercer.net
Industry Financial Services
Experience
Mercer Capital June 1982 - Present
International Valuation Standards Council (IVSC) 2011 - October 2014
American Society of Appraisers July 2007 - December 2011
Morgan Keegan 1978 - 1982
First Horizon National Corporation March 1975 - March 1978
KPMG Peat Marwick March 1975 - December 1975
Skills
Litigation Support, Expert Witness Services, Business Valuation, Statutory Fair Value, Business Appraisal..., Business Damages, Bank and Financial..., Fair Value, Valuation, Damages, Financial Institutions, Statutory Accounting, Business, Strategic Financial..., Expert Witness, Leadership, Financial Modeling, Public Speaking, Due Diligence, Mergers & Acquisitions, Appraisals, Small Business, Entrepreneurship, Forensic Accounting, Financial Advisory, Corporate Governance, Venture Capital, Training, Finance, Published Author, Private Equity, Corporate Finance, Securities, Economics, Estate Planning, Restructuring, Executive Management, Tax, Exit Strategies, Financial Analysis, Mergers, Program Management, Asset Management, Investment Banking, Private Placements, Portfolio Management, Funding, Corporate Development, IPO, Joint Ventures
Education
Vanderbilt University 1968 — 1971
M.A., Economics
Stetson University 1965 — 1968
B.A., Economics
Mercer Capital June 1982 - Present
International Valuation Standards Council (IVSC) 2011 - October 2014
American Society of Appraisers July 2007 - December 2011
Morgan Keegan 1978 - 1982
First Horizon National Corporation March 1975 - March 1978
KPMG Peat Marwick March 1975 - December 1975
Skills
Litigation Support, Expert Witness Services, Business Valuation, Statutory Fair Value, Business Appraisal..., Business Damages, Bank and Financial..., Fair Value, Valuation, Damages, Financial Institutions, Statutory Accounting, Business, Strategic Financial..., Expert Witness, Leadership, Financial Modeling, Public Speaking, Due Diligence, Mergers & Acquisitions, Appraisals, Small Business, Entrepreneurship, Forensic Accounting, Financial Advisory, Corporate Governance, Venture Capital, Training, Finance, Published Author, Private Equity, Corporate Finance, Securities, Economics, Estate Planning, Restructuring, Executive Management, Tax, Exit Strategies, Financial Analysis, Mergers, Program Management, Asset Management, Investment Banking, Private Placements, Portfolio Management, Funding, Corporate Development, IPO, Joint Ventures
Education
Vanderbilt University 1968 — 1971
M.A., Economics
Stetson University 1965 — 1968
B.A., Economics
Tim Damewood's KPMG Peat Marwick Experience 1995 - 1996
Job Controller at Capital Electric Construction Company Inc.
Industry Logistics and Supply Chain
Experience
Capital Electric Construction Company Inc. October 2014 - Present
Cattle Empire, LLC May 2014 - September 2014
West Plains, LLC June 2010 - May 2014
Larkin Companies June 2005 - May 2010
Kemp & Company, CPA's 2004 - 2005
Communication Equipment Specialists, Inc. 2000 - 2003
HSMC Certified Public Accountants, P.C. 2000 - 2000
NetStandard, Inc. 1998 - 2000
BKD CPAs & Advisors 1997 - 1997
KPMG Peat Marwick 1995 - 1996
Skills
Accounting, Tax, Finance, Financial Reporting, Internal Controls, General Ledger, Financial Analysis, Cost Accounting, Auditing
Education
University of Kansas 1990 — 1990
Master of Science (MS), Business / Accounting
University of Kansas 1986 — 1989
Bachelor of Science (BS), Accounting and Business Administration
Capital Electric Construction Company Inc. October 2014 - Present
Cattle Empire, LLC May 2014 - September 2014
West Plains, LLC June 2010 - May 2014
Larkin Companies June 2005 - May 2010
Kemp & Company, CPA's 2004 - 2005
Communication Equipment Specialists, Inc. 2000 - 2003
HSMC Certified Public Accountants, P.C. 2000 - 2000
NetStandard, Inc. 1998 - 2000
BKD CPAs & Advisors 1997 - 1997
KPMG Peat Marwick 1995 - 1996
Skills
Accounting, Tax, Finance, Financial Reporting, Internal Controls, General Ledger, Financial Analysis, Cost Accounting, Auditing
Education
University of Kansas 1990 — 1990
Master of Science (MS), Business / Accounting
University of Kansas 1986 — 1989
Bachelor of Science (BS), Accounting and Business Administration
Todd Ebner Todd Ebner's KPMG Peat Marwick Experience 1994 - 1995
Job CIO COO SVP VP IT
Industry Computer Software
Experience
Solid Green Companies August 2013 - Present
Field Asset Services 2009 - January 2013
Field Asset Services 2008 - 2009
Vendavo 2006 - 2007
BetweenMarkets (Inovis) 2006 - 2006
Clearorbit (Take) 2001 - 2005
Synquest (Viewlocity) 1998 - 2000
JBA International (Infor) 1996 - 1998
KPMG Peat Marwick 1994 - 1995
Andersen Consulting / Arthur Andersen (Accenture) 1986 - 1994
Skills
Leadership, Strategy, Process Improvement, Enterprise Software, SaaS, Vendor Management, Business Intelligence, Management, Start-ups, Business Development, Supply Chain, Program Management, Professional Services, New Business Development, Customer Service, Operations Management
Education
The Ohio State University
MSISE, Industrial & Systems Engineering
The Ohio State University
BSISE, Industrial & Systems Engineering
Solid Green Companies August 2013 - Present
Field Asset Services 2009 - January 2013
Field Asset Services 2008 - 2009
Vendavo 2006 - 2007
BetweenMarkets (Inovis) 2006 - 2006
Clearorbit (Take) 2001 - 2005
Synquest (Viewlocity) 1998 - 2000
JBA International (Infor) 1996 - 1998
KPMG Peat Marwick 1994 - 1995
Andersen Consulting / Arthur Andersen (Accenture) 1986 - 1994
Skills
Leadership, Strategy, Process Improvement, Enterprise Software, SaaS, Vendor Management, Business Intelligence, Management, Start-ups, Business Development, Supply Chain, Program Management, Professional Services, New Business Development, Customer Service, Operations Management
Education
The Ohio State University
MSISE, Industrial & Systems Engineering
The Ohio State University
BSISE, Industrial & Systems Engineering
Deborah Behrens Deborah Behrens's KPMG Peat Marwick Experience October 1984 - September 1987
Job Arts/Entertainment Journalist
Industry Writing and Editing
Experience
Freelance February 2014 - Present
LA Stage Alliance September 2011 - January 2014
LA Stage Alliance September 2010 - September 2011
LA Stage Alliance 2001 - 2011
Alive Wire Productions January 1998 - 2007
Storyteller Productions June 1992 - December 1997
Torme & Company April 1990 - June 1992
Emerson Computer Power October 1987 - March 1990
KPMG Peat Marwick October 1984 - September 1987
Skills
Entertainment, WordPress, Public Relations, Stage, Magazines, Editorial, Drama, Newspapers, Interviews, Publicity, Press Releases, Theatre, Acting, Creative Writing, Social Networking, Copywriting, Performing Arts, Storytelling, Public Speaking, Facebook, Copy Editing, Management, Journalism, Feature Articles, Freelance Writing, Social Media Marketing, Blogging, Social Media, Ap Style, Publications, New Media, Film, Web Content, News Writing, Publishing, Playwriting, Content Strategy, Proofreading
Education
The College of Wooster 1976 — 1980
BA
Freelance February 2014 - Present
LA Stage Alliance September 2011 - January 2014
LA Stage Alliance September 2010 - September 2011
LA Stage Alliance 2001 - 2011
Alive Wire Productions January 1998 - 2007
Storyteller Productions June 1992 - December 1997
Torme & Company April 1990 - June 1992
Emerson Computer Power October 1987 - March 1990
KPMG Peat Marwick October 1984 - September 1987
Skills
Entertainment, WordPress, Public Relations, Stage, Magazines, Editorial, Drama, Newspapers, Interviews, Publicity, Press Releases, Theatre, Acting, Creative Writing, Social Networking, Copywriting, Performing Arts, Storytelling, Public Speaking, Facebook, Copy Editing, Management, Journalism, Feature Articles, Freelance Writing, Social Media Marketing, Blogging, Social Media, Ap Style, Publications, New Media, Film, Web Content, News Writing, Publishing, Playwriting, Content Strategy, Proofreading
Education
The College of Wooster 1976 — 1980
BA
Ann Marie Woessner-Collins Ann Marie Woessner-Collins's KPMG Peat Marwick Experience March 1999 - February 2001
Job Managing Director
Industry Commercial Real Estate
Experience
Jones Lang LaSalle March 2001 - 2012
The Staubach Company September 2001 - July 2008
KPMG Peat Marwick March 1999 - February 2001
Frito Lay July 1986 - March 1999
Trammell Crow Company August 1985 - July 1986
3M March 1981 - July 1985
Skills
Real Estate Development, Location Intelligence, Disposition, Corporate Real Estate, Negotiation, Commercial Real Estate, Tenant Representation, Leases, Real Estate, Management, Real Estate Transactions, Brokerage, Lease Negotiations, Real Estate Economics, Budgets, Tenant, Due Diligence, Dispositions
Education
University of St. Thomas 1983 — 1985
M.B.A., Finance
Texas A&M University 1975 — 1979
B.S., Psychology, Business
Jones Lang LaSalle March 2001 - 2012
The Staubach Company September 2001 - July 2008
KPMG Peat Marwick March 1999 - February 2001
Frito Lay July 1986 - March 1999
Trammell Crow Company August 1985 - July 1986
3M March 1981 - July 1985
Skills
Real Estate Development, Location Intelligence, Disposition, Corporate Real Estate, Negotiation, Commercial Real Estate, Tenant Representation, Leases, Real Estate, Management, Real Estate Transactions, Brokerage, Lease Negotiations, Real Estate Economics, Budgets, Tenant, Due Diligence, Dispositions
Education
University of St. Thomas 1983 — 1985
M.B.A., Finance
Texas A&M University 1975 — 1979
B.S., Psychology, Business
Keil Hubert Keil Hubert's KPMG Peat Marwick Experience October 1997 - September 2000
Job IT Operations & Security Leadership consultant, writer, & lecturer
Industry Information Technology and Services
Experience
Verizon Enterprise Solutions September 2014 - Present
Khubert LLC June 2001 - Present
United States Department of Defense June 2002 - January 2014
United States Department of Defense October 2012 - May 2013
Texas Air National Guard July 1999 - June 2002
Yahoo! September 2000 - April 2001
KPMG Peat Marwick October 1997 - September 2000
United States Army Reserve November 1997 - September 1998
US Army July 1996 - October 1997
US Army October 1992 - July 1996
Skills
Program Management, Security, Security Clearance, Leadership, Government, Information Assurance, Military, Integration, DoD, Training, Policy, Information Security, Network Security, Public Speaking, Defense, Military Operations, Software Documentation, IT Operations, Networking, Management, Leadership Development, Risk Management, Project Management, Computer Security, Strategy, Data Center, Enterprise Information..., Strategic Planning, Physical Security, Global Operations, ITIL, National Security, Top Secret, Project Planning, Emergency Management, Troubleshooting, Organizational..., System Administration, Human Resources, Personal Development, Business Process..., Turnaround Experience, Strategic Hiring, Professional Mentoring, Disaster Recovery, Threat & Vulnerability..., IT Strategy, Security Policy, Social Media Blogging, Blogging
Education
Syracuse University 2008 — 2008
MS, Information Management
National Defense University 2006 — 2007
Dept. of Defense Chief Information Officer certificate, Dept. of Defense Chief Information Officer program
Trinity University 1988 — 1991
BA, Sociology
Verizon Enterprise Solutions September 2014 - Present
Khubert LLC June 2001 - Present
United States Department of Defense June 2002 - January 2014
United States Department of Defense October 2012 - May 2013
Texas Air National Guard July 1999 - June 2002
Yahoo! September 2000 - April 2001
KPMG Peat Marwick October 1997 - September 2000
United States Army Reserve November 1997 - September 1998
US Army July 1996 - October 1997
US Army October 1992 - July 1996
Skills
Program Management, Security, Security Clearance, Leadership, Government, Information Assurance, Military, Integration, DoD, Training, Policy, Information Security, Network Security, Public Speaking, Defense, Military Operations, Software Documentation, IT Operations, Networking, Management, Leadership Development, Risk Management, Project Management, Computer Security, Strategy, Data Center, Enterprise Information..., Strategic Planning, Physical Security, Global Operations, ITIL, National Security, Top Secret, Project Planning, Emergency Management, Troubleshooting, Organizational..., System Administration, Human Resources, Personal Development, Business Process..., Turnaround Experience, Strategic Hiring, Professional Mentoring, Disaster Recovery, Threat & Vulnerability..., IT Strategy, Security Policy, Social Media Blogging, Blogging
Education
Syracuse University 2008 — 2008
MS, Information Management
National Defense University 2006 — 2007
Dept. of Defense Chief Information Officer certificate, Dept. of Defense Chief Information Officer program
Trinity University 1988 — 1991
BA, Sociology
Dan Powers Dan Powers's KPMG Peat Marwick Experience January 1975 - January 1978
Job Owner, Powers Forensics CPA CFE
Industry Accounting
Experience
Powers Forensics January 2005 - Present
Bondtrac, Inc. March 1999 - January 2005
Local Federal Bank March 1990 - December 1996
Colliers Enterprises March 1986 - March 1990
Various January 1978 - March 1986
KPMG Peat Marwick January 1975 - January 1978
Skills
Tax, Due Diligence, Banking, Securities, Loans, Real Estate Development, Construction, Accounting, Financial Reporting, Internal Controls, Auditing, Valuation, Investments, Forensic Accounting, Finance
Education
Syracuse University 1972 — 1975
Bachelor of Science, Accounting - Magna Cum Laude
Powers Forensics January 2005 - Present
Bondtrac, Inc. March 1999 - January 2005
Local Federal Bank March 1990 - December 1996
Colliers Enterprises March 1986 - March 1990
Various January 1978 - March 1986
KPMG Peat Marwick January 1975 - January 1978
Skills
Tax, Due Diligence, Banking, Securities, Loans, Real Estate Development, Construction, Accounting, Financial Reporting, Internal Controls, Auditing, Valuation, Investments, Forensic Accounting, Finance
Education
Syracuse University 1972 — 1975
Bachelor of Science, Accounting - Magna Cum Laude
Kenneth Lo, PMP Kenneth Lo, PMP's KPMG Peat Marwick Experience June 1997 - August 1998
Job Seasond Product Guy Who Craves Data
Industry Information Technology and Services
Experience
Kattelo May 2009 - Present
Dotfully June 2014 - Present
National Association of Asian American Professionals - San Francisco January 2012 - March 2014
National Association of Asian American Professionals - San Francisco January 2013 - October 2013
Booz Allen Hamilton December 2007 - May 2009
Beaconfire June 2006 - December 2007
BearingPoint August 2003 - June 2006
Synetics for Management Decisions August 1998 - August 2003
KPMG Peat Marwick June 1997 - August 1998
Skills
SharePoint, Cloud Computing, Project Management, PMP, SaaS, Integration, Consulting, Program Management, Business Process, Entrepreneurship, Business Intelligence, Management Consulting, Management, Leadership, Public Speaking, Enterprise Architecture, Business Analysis, Software Development, Business Development, Agile Methodologies, IT Strategy, Social Media, Enterprise Software, Enterprise Content..., Governance, Visual Studio, Scrum, Start-ups, Strategy, .NET, Data Analytics, Requirements Analysis, Mobile Devices, Agile Project Management, CRM, Professional Services, Solution Architecture, SDLC, Web Development, Software Project..., Business Process Design, Business Process..., Agile, E-commerce, Mobile, Python, predictive analytics
Education
The Johns Hopkins University 2000 — 2003
Master, Computer Science
University of Virginia 1995 — 1997
Bachelor, Psychology
Kattelo May 2009 - Present
Dotfully June 2014 - Present
National Association of Asian American Professionals - San Francisco January 2012 - March 2014
National Association of Asian American Professionals - San Francisco January 2013 - October 2013
Booz Allen Hamilton December 2007 - May 2009
Beaconfire June 2006 - December 2007
BearingPoint August 2003 - June 2006
Synetics for Management Decisions August 1998 - August 2003
KPMG Peat Marwick June 1997 - August 1998
Skills
SharePoint, Cloud Computing, Project Management, PMP, SaaS, Integration, Consulting, Program Management, Business Process, Entrepreneurship, Business Intelligence, Management Consulting, Management, Leadership, Public Speaking, Enterprise Architecture, Business Analysis, Software Development, Business Development, Agile Methodologies, IT Strategy, Social Media, Enterprise Software, Enterprise Content..., Governance, Visual Studio, Scrum, Start-ups, Strategy, .NET, Data Analytics, Requirements Analysis, Mobile Devices, Agile Project Management, CRM, Professional Services, Solution Architecture, SDLC, Web Development, Software Project..., Business Process Design, Business Process..., Agile, E-commerce, Mobile, Python, predictive analytics
Education
The Johns Hopkins University 2000 — 2003
Master, Computer Science
University of Virginia 1995 — 1997
Bachelor, Psychology
Ashesh Parekh Ashesh Parekh's KPMG Peat Marwick Experience February 1994 - May 1995
Job Senior Director at Oracle
Industry Computer Software
Experience
Oracle December 2011 - Present
Oracle Corporation June 2010 - November 2011
Saba October 2008 - January 2010
Hewlett-Packard January 2007 - October 2008
Hewlett-Packard May 2005 - December 2006
OuterBay Technologies April 2004 - April 2005
Oracle Corporation January 2002 - March 2004
Oracle Corporation August 1995 - December 2001
KPMG Peat Marwick February 1994 - May 1995
Skills
Enterprise Software..., Oracle, SaaS, High Availability, Databases, Sales Enablement, Cloud Computing, Solution Selling, Enterprise Software, Management, Product Management, Leadership, Strategy, Business Development, Business Alliances, Pre-sales, Business Intelligence, Professional Services
Education
Ohio State University 1992 — 1993
MSc
College of Wooster 1988 — 1992
BA
Oracle December 2011 - Present
Oracle Corporation June 2010 - November 2011
Saba October 2008 - January 2010
Hewlett-Packard January 2007 - October 2008
Hewlett-Packard May 2005 - December 2006
OuterBay Technologies April 2004 - April 2005
Oracle Corporation January 2002 - March 2004
Oracle Corporation August 1995 - December 2001
KPMG Peat Marwick February 1994 - May 1995
Skills
Enterprise Software..., Oracle, SaaS, High Availability, Databases, Sales Enablement, Cloud Computing, Solution Selling, Enterprise Software, Management, Product Management, Leadership, Strategy, Business Development, Business Alliances, Pre-sales, Business Intelligence, Professional Services
Education
Ohio State University 1992 — 1993
MSc
College of Wooster 1988 — 1992
BA
Maeve Lucey Maeve Lucey's KPMG Peat Marwick Experience May 2010 - Present
Job Manager, Technology Learning Services at KPMG Peat Marwick
Industry Information Technology and Services
Experience
KPMG Peat Marwick May 2010 - Present
Bristol-Myers Squibb August 2009 - May 2010
MetLife June 2003 - November 2009
MetLife 2003 - 2005
Cognopoint 2000 - 2002
Hyperion Solutions 1994 - 2000
DataEase International 1984 - 1991
Skills
E-Learning, Needs Analysis, Project Management, Management, Online Help, Blended Learning, Instructional Design, Learning Management, Instructor-led Training, Training Delivery, Captivate, Performance Improvement, ADDIE, Learning Management..., Program Management, Organizational..., Analysis, Software Documentation, Organizational Learning, SDLC
Education
The University of Connecticut School of Business
MBA, Marketing, International Business
KPMG Peat Marwick May 2010 - Present
Bristol-Myers Squibb August 2009 - May 2010
MetLife June 2003 - November 2009
MetLife 2003 - 2005
Cognopoint 2000 - 2002
Hyperion Solutions 1994 - 2000
DataEase International 1984 - 1991
Skills
E-Learning, Needs Analysis, Project Management, Management, Online Help, Blended Learning, Instructional Design, Learning Management, Instructor-led Training, Training Delivery, Captivate, Performance Improvement, ADDIE, Learning Management..., Program Management, Organizational..., Analysis, Software Documentation, Organizational Learning, SDLC
Education
The University of Connecticut School of Business
MBA, Marketing, International Business
Jenny Parks, CPA Jenny Parks, CPA's KPMG Peat Marwick Experience September 1992 - June 1996
Job Manager of Accounting Services at Kentucky Medical Association
Industry Nonprofit Organization Management
Experience
Kentucky Medical Association September 2011 - Present
DP REALTY LLC June 2001 - October 2011
Lenscrafters 1996 - 2001
KPMG PEAT MARWICK September 1992 - June 1996
Skills
Financial Reporting, Auditing, Process Improvement, Microsoft Excel, Microsoft Dynamics SL, Oracle, QuickBooks, Microsoft Office, Financial Statement..., Access, Forecasting, Internal Audit, SAP, Budgets, Real Estate, Customer Service, Strategic Financial..., General Ledger, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Software Documentation, GAAP, Public Speaking, Finance, Leadership
Education
The Ohio State University 1988 — 1992
BSBA, Accounting
Sacred Heart Academy
Kentucky Medical Association September 2011 - Present
DP REALTY LLC June 2001 - October 2011
Lenscrafters 1996 - 2001
KPMG PEAT MARWICK September 1992 - June 1996
Skills
Financial Reporting, Auditing, Process Improvement, Microsoft Excel, Microsoft Dynamics SL, Oracle, QuickBooks, Microsoft Office, Financial Statement..., Access, Forecasting, Internal Audit, SAP, Budgets, Real Estate, Customer Service, Strategic Financial..., General Ledger, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Software Documentation, GAAP, Public Speaking, Finance, Leadership
Education
The Ohio State University 1988 — 1992
BSBA, Accounting
Sacred Heart Academy
Jill Uhlfelder Jill Uhlfelder's KPMG Peat Marwick Experience January 1980 - December 1981
Job Freelance Developmental Editor/Business Writer/Copyeditor
Industry Writing and Editing
Experience
Marsh & McLennan Companies, Inc.; Deloitte & Touche, LLP; Crum & Forster; independent authors January 1982 - Present
Guy Carpenter (reinsurance division of Marsh and McLennan Companies, Inc.) 1996 - 2008
Warren, Gorham & Lamont 1991 - 1995
KPMG Peat Marwick January 1980 - December 1981
Skills
Copy Editing, Editing, Editorial, Non-fiction, White Papers, Proofreading, Web Content, Copywriting, Publishing, Newsletters, Ghostwriting, Writing, Freelance Writing, Corporate Communications, Marketing Communications, Books, Grammar, Developmental Editing, Journalism, Research, Internal Communications, Creative Writing, Press Releases, Content Strategy, Content Development, Technical Writing, Blogging, Magazines, Publications, Text Editing, Content Management
Education
New School University
Bachelor of Arts (BA), English
Pine Manor College
Bachelor of Arts (BA), English and Philosophy
Marsh & McLennan Companies, Inc.; Deloitte & Touche, LLP; Crum & Forster; independent authors January 1982 - Present
Guy Carpenter (reinsurance division of Marsh and McLennan Companies, Inc.) 1996 - 2008
Warren, Gorham & Lamont 1991 - 1995
KPMG Peat Marwick January 1980 - December 1981
Skills
Copy Editing, Editing, Editorial, Non-fiction, White Papers, Proofreading, Web Content, Copywriting, Publishing, Newsletters, Ghostwriting, Writing, Freelance Writing, Corporate Communications, Marketing Communications, Books, Grammar, Developmental Editing, Journalism, Research, Internal Communications, Creative Writing, Press Releases, Content Strategy, Content Development, Technical Writing, Blogging, Magazines, Publications, Text Editing, Content Management
Education
New School University
Bachelor of Arts (BA), English
Pine Manor College
Bachelor of Arts (BA), English and Philosophy
Jeannette Jones Jeannette Jones's KPMG Peat Marwick Experience June 1982 - June 1985
Job President,The Asset Advisory Group, Inc.
Industry Financial Services
Experience
The Asset Advisory Group October 1988 - Present
Key Bank January 1986 - October 1988
KPMG Peat Marwick June 1982 - June 1985
Skills
Certified Financial..., Registered Investment..., Independent Financial..., Personal Financial..., Asset Managment, Asset Allocation, Fiduciary Management, Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Investment Management
Education
The Ohio State University 1978 — 1982
BSBA, Accounting
The Asset Advisory Group October 1988 - Present
Key Bank January 1986 - October 1988
KPMG Peat Marwick June 1982 - June 1985
Skills
Certified Financial..., Registered Investment..., Independent Financial..., Personal Financial..., Asset Managment, Asset Allocation, Fiduciary Management, Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Investment Management
Education
The Ohio State University 1978 — 1982
BSBA, Accounting
Holly Sparkman's KPMG Peat Marwick Experience January 1992 - December 1993
Job Rorie Sparkman & Associates LLC
Industry Accounting
Experience
Rorie Sparkman & Associates CPAs January 2009 - Present
CellzDirect January 2004 - August 2009
CEDRA Corporation July 1999 - November 2007
Public Strategies, Inc. February 1994 - June 1999
KPMG Peat Marwick January 1992 - December 1993
Skills
Start-ups, Mergers, Venture Capital, Tax, Business Planning, Lifesciences, Strategic Planning, Biotechnology, Investments, Marketing Strategy, Mergers & Acquisitions, Due Diligence, Private Equity, Competitive Analysis, Business Strategy, Financial Analysis, CPA, CRO
Education
Texas A&M University 1987 — 1991
BBA, Accounting
Rorie Sparkman & Associates CPAs January 2009 - Present
CellzDirect January 2004 - August 2009
CEDRA Corporation July 1999 - November 2007
Public Strategies, Inc. February 1994 - June 1999
KPMG Peat Marwick January 1992 - December 1993
Skills
Start-ups, Mergers, Venture Capital, Tax, Business Planning, Lifesciences, Strategic Planning, Biotechnology, Investments, Marketing Strategy, Mergers & Acquisitions, Due Diligence, Private Equity, Competitive Analysis, Business Strategy, Financial Analysis, CPA, CRO
Education
Texas A&M University 1987 — 1991
BBA, Accounting
Cecile Ferreboeuf Clayes Cecile Ferreboeuf Clayes's KPMG Peat Marwick Experience October 1996 - January 1998
Job Global ISV Account Manager at Microsoft
Industry Computer Software
Experience
Microsoft August 2014 - Present
Microsoft July 2012 - July 2014
Microsoft November 2010 - July 2012
HP May 2005 - November 2010
Alcatel-Lucent March 2001 - April 2005
Verizon February 1998 - February 2001
KPMG Peat Marwick October 1996 - January 1998
Skills
Cloud Computing, Windows Azure, ISVs- Software Vendors, Business Development, Business Modeling, Business Model..., Telecommunications, SaaS, Account Management, Pre-sales, CRM, Enterprise Software, Cross-functional Team..., Strategy, Program Management, Management, Data Center, Business Alliances, Team Management, Integration, B2B, Outsourcing, Business Strategy, Partner Management, Strategic Partnerships, Solution Selling, Go-to-market Strategy, Selling, Mobile Devices, Business Planning, Professional Services, Product Management, Digital Marketing, Start-ups, Product Marketing, Business Intelligence, Channel Partners, Managed Services, Consulting, Sales, International Sales, Lead Generation, E-commerce, IT Strategy, Sales Process, Unified Communications, Strategic Alliances, Wireless
Education
Telecom ParisTech 1993 — 1996
MSC - Ingenieur
Microsoft August 2014 - Present
Microsoft July 2012 - July 2014
Microsoft November 2010 - July 2012
HP May 2005 - November 2010
Alcatel-Lucent March 2001 - April 2005
Verizon February 1998 - February 2001
KPMG Peat Marwick October 1996 - January 1998
Skills
Cloud Computing, Windows Azure, ISVs- Software Vendors, Business Development, Business Modeling, Business Model..., Telecommunications, SaaS, Account Management, Pre-sales, CRM, Enterprise Software, Cross-functional Team..., Strategy, Program Management, Management, Data Center, Business Alliances, Team Management, Integration, B2B, Outsourcing, Business Strategy, Partner Management, Strategic Partnerships, Solution Selling, Go-to-market Strategy, Selling, Mobile Devices, Business Planning, Professional Services, Product Management, Digital Marketing, Start-ups, Product Marketing, Business Intelligence, Channel Partners, Managed Services, Consulting, Sales, International Sales, Lead Generation, E-commerce, IT Strategy, Sales Process, Unified Communications, Strategic Alliances, Wireless
Education
Telecom ParisTech 1993 — 1996
MSC - Ingenieur
Carole Rose Clements Carole Rose Clements's KPMG Peat Marwick Experience 1980 - 1982
Job CPA, Director of Finance and Human Resources at The Exchange Club Family Center
Industry Nonprofit Organization Management
Experience
The Exchange Club Family Center 2001 - Present
National Bank of Commerce 1986 - 1989
American Savings and Loan 1984 - 1986
Community Bank of Germantown 1983 - 1984
First Tennessee Bank 1982 - 1983
KPMG Peat Marwick 1980 - 1982
Skills
Finance, Financial Analysis, Tax, Auditing, Human Resources, Budgets, Accounting, Nonprofits, General Ledger, Financial Accounting, Strategic Planning, Leadership, Microsoft Excel, Microsoft Office, Cash Flow, Accounts Payable, Accounts Receivable, Team Building, Internal Controls, Microsoft Word, Corporate Finance, Payroll, Process Improvement, Banking, Staff Development, Fundraising, Access, Invoicing, Employee Relations, Forecasting, Analysis, Leadership Development, Account Reconciliation, Cash Management, Volunteer Management, Balance, Business Analysis, Payroll Taxes, Strategic Financial..., Recruiting, Team Leadership, Bank Reconciliation, Financial Reporting, Customer Service
Education
The University of Memphis 1976 — 1979
BBA, Accounting
The University of Memphis 1976 — 1979
Bachelor of Business Administration (BBA), Accounting
The Exchange Club Family Center 2001 - Present
National Bank of Commerce 1986 - 1989
American Savings and Loan 1984 - 1986
Community Bank of Germantown 1983 - 1984
First Tennessee Bank 1982 - 1983
KPMG Peat Marwick 1980 - 1982
Skills
Finance, Financial Analysis, Tax, Auditing, Human Resources, Budgets, Accounting, Nonprofits, General Ledger, Financial Accounting, Strategic Planning, Leadership, Microsoft Excel, Microsoft Office, Cash Flow, Accounts Payable, Accounts Receivable, Team Building, Internal Controls, Microsoft Word, Corporate Finance, Payroll, Process Improvement, Banking, Staff Development, Fundraising, Access, Invoicing, Employee Relations, Forecasting, Analysis, Leadership Development, Account Reconciliation, Cash Management, Volunteer Management, Balance, Business Analysis, Payroll Taxes, Strategic Financial..., Recruiting, Team Leadership, Bank Reconciliation, Financial Reporting, Customer Service
Education
The University of Memphis 1976 — 1979
BBA, Accounting
The University of Memphis 1976 — 1979
Bachelor of Business Administration (BBA), Accounting
Brian Ton Brian Ton's KPMG Peat Marwick Experience 1982 - 1984
Job Corporate and Estate Planning Attorney at Satori Law Group, Inc.
Industry Law Practice
Experience
Satori Law Group, Inc. Member, Board of DirectorsFountain Valley Chamber of Commerce2007 - 2009
Infinity Multimedia, Inc. 1996 - 1999
Keller Entertainment Group, Inc. 1993 - 1995
Tenet Healthcare 1991 - 1993
Deloitte & Touche 1987 - 1988
KPMG Peat Marwick 1982 - 1984
Skills
Trusts, Civil Litigation, Real Estate, Estate Planning, Elder Law, Corporate Law, Business Formation, Wills, Estate Administration, Alternative Dispute..., Mediation, Business Transactions, Family Law, Arbitration, Litigation, Conservatorships, Commercial Litigation, Gift Tax, Powers of Attorney, Tax Law, Legal Research, Estate Tax Planning, Asset Protection, Entity Extraction, Courts, LLC, Trade Secrets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Business Management
SUNY Buffalo Law School 1984 — 1987
JD, Law
University of Delaware 1978 — 1982
BS, Business Administration / Accounting
Satori Law Group, Inc. Member, Board of DirectorsFountain Valley Chamber of Commerce2007 - 2009
Infinity Multimedia, Inc. 1996 - 1999
Keller Entertainment Group, Inc. 1993 - 1995
Tenet Healthcare 1991 - 1993
Deloitte & Touche 1987 - 1988
KPMG Peat Marwick 1982 - 1984
Skills
Trusts, Civil Litigation, Real Estate, Estate Planning, Elder Law, Corporate Law, Business Formation, Wills, Estate Administration, Alternative Dispute..., Mediation, Business Transactions, Family Law, Arbitration, Litigation, Conservatorships, Commercial Litigation, Gift Tax, Powers of Attorney, Tax Law, Legal Research, Estate Tax Planning, Asset Protection, Entity Extraction, Courts, LLC, Trade Secrets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Business Management
SUNY Buffalo Law School 1984 — 1987
JD, Law
University of Delaware 1978 — 1982
BS, Business Administration / Accounting
Jon McKinney Jon McKinney's KPMG Peat Marwick Experience September 1983 - August 1993
Job President & Portfolio Manager at ZLC Wealth Inc.
Industry Financial Services
Experience
ZLC WEALTH INC. April 2013 - Present
Scotia Asset Management L.P. August 2012 - March 2013
Dundee Wealth Investment Counsel May 2010 - August 2012
TEC Canada 2005 - May 2010
Duncan Ross Associates Ltd. September 2004 - April 2010
Bravo Coffee Group, Inc. December 1997 - August 2004
Neptune Food Services September 1993 - October 1997
KPMG Peat Marwick September 1983 - August 1993
Skills
Mergers, Asset Managment, Wealth Management, Finance, Financial Analysis, Financial Reporting, Accounting, Executive Management, Asset Management, Mergers & Acquisitions, Equities, Portfolio Management, Mutual Funds, Due Diligence, Fixed Income, Investment Management, Tax, Strategic Financial..., Financial Planning, Financial Advisory
Education
Canadian Securities Institute 2006 — 2012
CIM, Portfolio Management
Institute of Chartered Accountants of BC 1983 — 1986
Chartered Accountant, Taxation
The University of British Columbia 1978 — 1983
B.Comm, Accounting
ZLC WEALTH INC. April 2013 - Present
Scotia Asset Management L.P. August 2012 - March 2013
Dundee Wealth Investment Counsel May 2010 - August 2012
TEC Canada 2005 - May 2010
Duncan Ross Associates Ltd. September 2004 - April 2010
Bravo Coffee Group, Inc. December 1997 - August 2004
Neptune Food Services September 1993 - October 1997
KPMG Peat Marwick September 1983 - August 1993
Skills
Mergers, Asset Managment, Wealth Management, Finance, Financial Analysis, Financial Reporting, Accounting, Executive Management, Asset Management, Mergers & Acquisitions, Equities, Portfolio Management, Mutual Funds, Due Diligence, Fixed Income, Investment Management, Tax, Strategic Financial..., Financial Planning, Financial Advisory
Education
Canadian Securities Institute 2006 — 2012
CIM, Portfolio Management
Institute of Chartered Accountants of BC 1983 — 1986
Chartered Accountant, Taxation
The University of British Columbia 1978 — 1983
B.Comm, Accounting
Alexis Derrow Alexis Derrow's KPMG Peat Marwick Experience January 2003 - July 2004
Job Commercial Integration Director
Industry Internet
Experience
Orbitz Worldwide September 2014 - Present
Orbitz Worldwide April 2011 - September 2014
Orbitz Worldwide December 2008 - April 2011
Orbitz Worldwide September 2006 - December 2008
PepsiCo July 2004 - August 2006
KPMG Peat Marwick January 2003 - July 2004
Divine Interventures 2002 - 2002
Skills
Product Management, E-commerce, Agile Methodologies, Google Analytics, Project Management, Business Process..., Product Development, Business Analysis, Cognos, Cross-functional Team..., Business Strategy, Business Planning, Account Management, WebTrends Analytics, Financial Reporting, Superior Client Service, Client Development, Acquisition Integration, Process Integration, Program Management
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master, Business Administration; Economics, Managerial and Organizational Behavior
University of Notre Dame 1998 — 2002
Bachelor, Business Administration; Accountancy and Government
Orbitz Worldwide September 2014 - Present
Orbitz Worldwide April 2011 - September 2014
Orbitz Worldwide December 2008 - April 2011
Orbitz Worldwide September 2006 - December 2008
PepsiCo July 2004 - August 2006
KPMG Peat Marwick January 2003 - July 2004
Divine Interventures 2002 - 2002
Skills
Product Management, E-commerce, Agile Methodologies, Google Analytics, Project Management, Business Process..., Product Development, Business Analysis, Cognos, Cross-functional Team..., Business Strategy, Business Planning, Account Management, WebTrends Analytics, Financial Reporting, Superior Client Service, Client Development, Acquisition Integration, Process Integration, Program Management
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master, Business Administration; Economics, Managerial and Organizational Behavior
University of Notre Dame 1998 — 2002
Bachelor, Business Administration; Accountancy and Government
Jeanette Lashoff Jeanette Lashoff's KPMG Peat Marwick Experience August 1988 - November 1991
Job Director, Global Ad & Promo GE Healthcare Surgery
Industry Hospital & Health Care
Experience
GE Healthcare October 2006 - Present
GE US Employee Services January 1998 - September 2006
GE Corporate Benefits Delivery May 1996 - January 1998
GE Corporate Audit Staff November 1991 - May 1996
KPMG Peat Marwick August 1988 - November 1991
Norstar Bank October 1987 - August 1988
Ononadaga Savings Bank March 1986 - October 1987
First Financial Center July 1985 - March 1986
Skills
Marketing Communications, Brand Development, Team Management, Web, Advertising, Press Releases, Market Research, seo, Trade Shows, Vendor Management, Training & Development, SEO, Online Marketing, Corporate Branding, Social Media Marketing, Employee Training, Marketing, Marketing Strategy, Integrated Marketing, Digital Marketing, Strategic Planning, Email Marketing, Strategic Communications, Strategy, Management, Leadership, Public Relations, Product Launch, Global Marketing, Internal Communications, Product Marketing, Corporate Communications, Crisis Communications, Program Management, Market Planning, Communication Training, Communications Planning, Media Relations, Marketing Management, Messaging, Brand Management, B2B Marketing, Positioning, Segmentation, Newsletters, Competitive Analysis, Copywriting, Strategic Partnerships, Direct Marketing, Thought Leadership
Education
Syracuse University 1981 — 1985
BS, Journalism
Syracuse University 1981 — 1985
Bachelor's Degree, Journalism
GE Healthcare October 2006 - Present
GE US Employee Services January 1998 - September 2006
GE Corporate Benefits Delivery May 1996 - January 1998
GE Corporate Audit Staff November 1991 - May 1996
KPMG Peat Marwick August 1988 - November 1991
Norstar Bank October 1987 - August 1988
Ononadaga Savings Bank March 1986 - October 1987
First Financial Center July 1985 - March 1986
Skills
Marketing Communications, Brand Development, Team Management, Web, Advertising, Press Releases, Market Research, seo, Trade Shows, Vendor Management, Training & Development, SEO, Online Marketing, Corporate Branding, Social Media Marketing, Employee Training, Marketing, Marketing Strategy, Integrated Marketing, Digital Marketing, Strategic Planning, Email Marketing, Strategic Communications, Strategy, Management, Leadership, Public Relations, Product Launch, Global Marketing, Internal Communications, Product Marketing, Corporate Communications, Crisis Communications, Program Management, Market Planning, Communication Training, Communications Planning, Media Relations, Marketing Management, Messaging, Brand Management, B2B Marketing, Positioning, Segmentation, Newsletters, Competitive Analysis, Copywriting, Strategic Partnerships, Direct Marketing, Thought Leadership
Education
Syracuse University 1981 — 1985
BS, Journalism
Syracuse University 1981 — 1985
Bachelor's Degree, Journalism
Stephen Newell Stephen Newell's KPMG Peat Marwick Experience 1997 - 1999
Job Director, Customer Success at TopOPPS
Industry Management Consulting
Experience
TopOPPS, Inc. July 2014 - Present
CFO Solutions, LLC November 2012 - July 2014
Host Analytics, Inc. May 2012 - October 2012
Host Analytics February 2007 - May 2012
Express Scripts, Inc. September 2004 - December 2006
Oracle September 1999 - July 2003
BearingPoint October 1997 - September 1999
KPMG Peat Marwick 1997 - 1999
Crown Capital Corporation 1996 - 1996
Mercantile Bank 1989 - 1993
Skills
Forecasting, Analytics, Budgets, Management, Business Intelligence, Balanced Scorecard, Business Performance..., Project Planning, Business Analysis, Performance Management, SaaS, Financial Reporting, Finance, Revenue Forecasting, Enterprise Software, ERP, Business Process..., Management Consulting, CRM, Planning, Strategic Planning, Budgeting, Activity Based..., management reporting, Strategy, Consolidated Financial..., Start-ups, Business Development, Customer Service, Zendesk, Customer Product...
Education
Washington University
MBA, Finance
University of Kansas
BS, Accounting
Hesston
TopOPPS, Inc. July 2014 - Present
CFO Solutions, LLC November 2012 - July 2014
Host Analytics, Inc. May 2012 - October 2012
Host Analytics February 2007 - May 2012
Express Scripts, Inc. September 2004 - December 2006
Oracle September 1999 - July 2003
BearingPoint October 1997 - September 1999
KPMG Peat Marwick 1997 - 1999
Crown Capital Corporation 1996 - 1996
Mercantile Bank 1989 - 1993
Skills
Forecasting, Analytics, Budgets, Management, Business Intelligence, Balanced Scorecard, Business Performance..., Project Planning, Business Analysis, Performance Management, SaaS, Financial Reporting, Finance, Revenue Forecasting, Enterprise Software, ERP, Business Process..., Management Consulting, CRM, Planning, Strategic Planning, Budgeting, Activity Based..., management reporting, Strategy, Consolidated Financial..., Start-ups, Business Development, Customer Service, Zendesk, Customer Product...
Education
Washington University
MBA, Finance
University of Kansas
BS, Accounting
Hesston
Steve Grubenhoff Steve Grubenhoff's KPMG Peat Marwick Experience 1986 - 1989
Job CFO at Hailide America and Hamilton International
Industry Real Estate
Experience
Hailide America and Hamilton International December 2009 - Present
Avondale Capital 2003 - Present
Scout Properties, Inc. 2003 - Present
Lend Lease Real Estate Investments 1995 - 2001
Laing Properties, Inc 1989 - 1995
KPMG Peat Marwick 1986 - 1989
Education
The Ohio State University Fisher College of Business 1982 — 1986
BSBA, Accounting
Berea
Hailide America and Hamilton International December 2009 - Present
Avondale Capital 2003 - Present
Scout Properties, Inc. 2003 - Present
Lend Lease Real Estate Investments 1995 - 2001
Laing Properties, Inc 1989 - 1995
KPMG Peat Marwick 1986 - 1989
Education
The Ohio State University Fisher College of Business 1982 — 1986
BSBA, Accounting
Berea
Jeff Kurz Jeff Kurz's KPMG Peat Marwick Experience 1995 - 1999
Job President & CEO at Red Hook Risk Services, LLC
Industry Insurance
Experience
Red Hook Risk Services, LLC May 2011 - Present
Neace Lukens Captive Services April 2005 - May 2011
Marsh November 2002 - April 2004
Arthur Andersen 1999 - 2002
KPMG Peat Marwick 1995 - 1999
Education
The Ohio State University Fisher College of Business 1993 — 1995
BSBA, Accounting
Red Hook Risk Services, LLC May 2011 - Present
Neace Lukens Captive Services April 2005 - May 2011
Marsh November 2002 - April 2004
Arthur Andersen 1999 - 2002
KPMG Peat Marwick 1995 - 1999
Education
The Ohio State University Fisher College of Business 1993 — 1995
BSBA, Accounting
Laurie Wetzel's KPMG Peat Marwick Experience January 1995 - June 1997
Job Head of Americas Solutions Consulting and Value Engineering, Digital Media and Digital Marketing at Adobe
Industry Computer Software
Experience
Adobe December 2014 - Present
Adobe Systems February 2009 - Present
Coremetrics June 2003 - January 2009
C2 Media 2002 - 2003
Commerce One June 1997 - October 2001
KPMG Peat Marwick January 1995 - June 1997
KPMG 1992 - 1993
Skills
Strategic Alliances, Budgets, Pre-sales, Sales Engineering, Messaging, Territory Management, Consulting, B2B, Customer Engagement, SaaS, E-commerce, Enterprise Software, CRM, Solution Selling, Sales Process, Web Analytics, Digital Marketing, Management, Strategy, Salesforce.com, Analytics, Leadership, Business Process, Program Management, Strategic Partnerships, Selling, Sales, Cloud Computing
Education
The George Washington University 1989 — 1993
BA, Accountancy
Adobe December 2014 - Present
Adobe Systems February 2009 - Present
Coremetrics June 2003 - January 2009
C2 Media 2002 - 2003
Commerce One June 1997 - October 2001
KPMG Peat Marwick January 1995 - June 1997
KPMG 1992 - 1993
Skills
Strategic Alliances, Budgets, Pre-sales, Sales Engineering, Messaging, Territory Management, Consulting, B2B, Customer Engagement, SaaS, E-commerce, Enterprise Software, CRM, Solution Selling, Sales Process, Web Analytics, Digital Marketing, Management, Strategy, Salesforce.com, Analytics, Leadership, Business Process, Program Management, Strategic Partnerships, Selling, Sales, Cloud Computing
Education
The George Washington University 1989 — 1993
BA, Accountancy
Honali Austin Honali Austin's KPMG Peat Marwick Experience November 1994 - April 1997
Job Advanced Level Professional Bookkeeper, BBAAccounting, Advanced Certified Quickbooks ProAdvisor
Industry Accounting
Experience
Not Your Ordinary Bookkeeper September 2009 - Present
Dominion Advisors September 2007 - December 2010
Sunshine Natural Foods May 2005 - September 2007
Hobby Lobby March 2001 - November 2004
Dance Connection May 1994 - March 2001
Bowles Construction Company May 1997 - April 1998
KPMG Peat Marwick November 1994 - April 1997
KPMG Peat Marwick June 1987 - April 1994
Siemens July 1986 - June 1987
Goldberg, Westheimer & Co., CPAs 1980 - 1983
Skills
QuickBooks, Accounting, Financial Reporting, Bookkeeping, Small Business, Internal Controls, Budgets, Management, Microsoft Office, Financial Statements, Financial Analysis, Property Management, POS, Policies & Procedures, Yardi, ProAdvisor, Start-ups, Financial Accounting, General Ledger, Auditing
Education
Texas A&M University 1976 — 1980
BBA, Accounting, Cum Laude
Westchester High School - Houston 1971 — 1975
Graduated, High School, Top 20%
Not Your Ordinary Bookkeeper September 2009 - Present
Dominion Advisors September 2007 - December 2010
Sunshine Natural Foods May 2005 - September 2007
Hobby Lobby March 2001 - November 2004
Dance Connection May 1994 - March 2001
Bowles Construction Company May 1997 - April 1998
KPMG Peat Marwick November 1994 - April 1997
KPMG Peat Marwick June 1987 - April 1994
Siemens July 1986 - June 1987
Goldberg, Westheimer & Co., CPAs 1980 - 1983
Skills
QuickBooks, Accounting, Financial Reporting, Bookkeeping, Small Business, Internal Controls, Budgets, Management, Microsoft Office, Financial Statements, Financial Analysis, Property Management, POS, Policies & Procedures, Yardi, ProAdvisor, Start-ups, Financial Accounting, General Ledger, Auditing
Education
Texas A&M University 1976 — 1980
BBA, Accounting, Cum Laude
Westchester High School - Houston 1971 — 1975
Graduated, High School, Top 20%
Amy Cohen Amy Cohen's KPMG Peat Marwick Experience 1988 - 1992
Job Managing Director, Business Development and Strategy at BHR Capital LLC
Industry Financial Services
Experience
BHR Capital LLC March 2015 - Present
Perella Weinberg Partners July 2011 - March 2015
Silver Point Capital 2008 - 2009
Tremont Capital Management 2003 - 2008
Intesa Sanpaolo March 2001 - November 2003
Creditex January 2000 - March 2001
UBS 1992 - 1999
KPMG Peat Marwick 1988 - 1992
Skills
Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Fixed Income, Private Equity, Credit, Investor Relations, Product Development, Fundraising, Separately Managed..., Structured Products, Asset Based Lending, Specialty Finance, Equipment leasing, ABS, Operational Due..., Manager Due Diligence
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance, International Business
The George Washington University 1984 — 1988
Bachelor of Accounting, Accounting, Finance
BHR Capital LLC March 2015 - Present
Perella Weinberg Partners July 2011 - March 2015
Silver Point Capital 2008 - 2009
Tremont Capital Management 2003 - 2008
Intesa Sanpaolo March 2001 - November 2003
Creditex January 2000 - March 2001
UBS 1992 - 1999
KPMG Peat Marwick 1988 - 1992
Skills
Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Portfolio Management, Fixed Income, Private Equity, Credit, Investor Relations, Product Development, Fundraising, Separately Managed..., Structured Products, Asset Based Lending, Specialty Finance, Equipment leasing, ABS, Operational Due..., Manager Due Diligence
Education
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance, International Business
The George Washington University 1984 — 1988
Bachelor of Accounting, Accounting, Finance
Chris Cerimele Chris Cerimele's KPMG Peat Marwick Experience 1993 - 1995
Job Managing Director at Balmoral Advisors, LLC
Industry Investment Banking
Experience
Balmoral Advisors, LLC July 2014 - Present
East West Copolymer LLC July 2014 - Present
Grace Matthews, Inc. July 2013 - July 2014
Houlihan Lokey March 2010 - June 2013
Lincoln International November 2002 - March 2010
Credit Suisse First Boston August 1999 - April 2002
Sony Pictures Entertainment 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Skills
Mergers & Acquisitions, Mergers, Private Equity, Valuation, Due Diligence, Divestitures, Capital Markets, Investment Banking, Corporate Finance, Entrepreneurship, Investments, Finance, M&A experience, Restructuring, Corporate Development, LBO, Business Valuation, Growth Capital, Cross-border...
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Organizational Behavior
University of Southern California 1989 — 1993
BS, Accounting
Balmoral Advisors, LLC July 2014 - Present
East West Copolymer LLC July 2014 - Present
Grace Matthews, Inc. July 2013 - July 2014
Houlihan Lokey March 2010 - June 2013
Lincoln International November 2002 - March 2010
Credit Suisse First Boston August 1999 - April 2002
Sony Pictures Entertainment 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Skills
Mergers & Acquisitions, Mergers, Private Equity, Valuation, Due Diligence, Divestitures, Capital Markets, Investment Banking, Corporate Finance, Entrepreneurship, Investments, Finance, M&A experience, Restructuring, Corporate Development, LBO, Business Valuation, Growth Capital, Cross-border...
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Organizational Behavior
University of Southern California 1989 — 1993
BS, Accounting
Becky Fogarty, CPA Becky Fogarty, CPA's KPMG Peat Marwick Experience July 1990 - July 1993
Job Senior Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals March 2010 - Present
Nationwide Better Health July 2008 - September 2009
The Frank Gates Service Company December 2001 - May 2008
The Frank Gates Service Company April 1996 - December 2001
Ohio Bureau of Workers' Compensation July 1993 - April 1996
KPMG Peat Marwick July 1990 - July 1993
Education
The Ohio State University 1986 — 1990
BSBA, Accounting
Resources Global Professionals March 2010 - Present
Nationwide Better Health July 2008 - September 2009
The Frank Gates Service Company December 2001 - May 2008
The Frank Gates Service Company April 1996 - December 2001
Ohio Bureau of Workers' Compensation July 1993 - April 1996
KPMG Peat Marwick July 1990 - July 1993
Education
The Ohio State University 1986 — 1990
BSBA, Accounting
Kate Seastone, CFP® Kate Seastone, CFP®'s KPMG Peat Marwick Experience 1995 - 1997
Job Financial Coach, MBA, Certified Financial Planner®, College Funding Specialist, Private Reserve Strategy Specialist
Industry Financial Services
Experience
Simplicit Financial 2004 - Present
NCS Pearson 2003 - 2004
FTR Limited 1997 - 2000
KPMG Peat Marwick 1995 - 1997
Skills
Retirement, Retirement Planning, Small Business, Fixed Annuities, Financial Advisory, Certified Financial..., Financial Planners, Finance, Wealth, Estate Planning, IRAs, Long-term Care, Insurance, 401k, Wealth Management, Term Life Insurance, Mutual Funds, Life Insurance, Wealth Management..., Variable Annuities, Personal Finance, Strategic Financial..., Financial Analysis, Investment Strategies, Investment Advisory, Long Term Care Insurance, Disability Insurance, Securities, Series 63, Financial Planning, Certified College..., Whole Life, Certified College..., Master Mentor Circle of..., Infinite Banking...
Education
Certified Financial Planner Board of Standards 2008 — 2009
Certified Financial Planner®, CFP®
The American College
CAP®, Chartered Advisor in Philanthropy
Western International University
MBA, Management
University of Nebraska-Lincoln
BS, Computer Science, Math, Business
Simplicit Financial 2004 - Present
NCS Pearson 2003 - 2004
FTR Limited 1997 - 2000
KPMG Peat Marwick 1995 - 1997
Skills
Retirement, Retirement Planning, Small Business, Fixed Annuities, Financial Advisory, Certified Financial..., Financial Planners, Finance, Wealth, Estate Planning, IRAs, Long-term Care, Insurance, 401k, Wealth Management, Term Life Insurance, Mutual Funds, Life Insurance, Wealth Management..., Variable Annuities, Personal Finance, Strategic Financial..., Financial Analysis, Investment Strategies, Investment Advisory, Long Term Care Insurance, Disability Insurance, Securities, Series 63, Financial Planning, Certified College..., Whole Life, Certified College..., Master Mentor Circle of..., Infinite Banking...
Education
Certified Financial Planner Board of Standards 2008 — 2009
Certified Financial Planner®, CFP®
The American College
CAP®, Chartered Advisor in Philanthropy
Western International University
MBA, Management
University of Nebraska-Lincoln
BS, Computer Science, Math, Business
Shannon Oliver Shannon Oliver's KPMG Peat Marwick Experience June 1999 - January 2001
Job Manager, Planning & Analysis at Luminant
Industry Utilities
Experience
Luminant VP, ControllerCitibankMarch 2005 - June 2008
Citigroup 2001 - 2008
Citibank, Texas NA 2001 - 2005
KPMG Peat Marwick June 1999 - January 2001
Education
Stephen F. Austin State University 1994 — 1999
Luminant VP, ControllerCitibankMarch 2005 - June 2008
Citigroup 2001 - 2008
Citibank, Texas NA 2001 - 2005
KPMG Peat Marwick June 1999 - January 2001
Education
Stephen F. Austin State University 1994 — 1999
Doug Kingman Doug Kingman's KPMG Peat Marwick Experience 1995 - 1997
Job President/coowner at Kingman Estates Winery
Industry Pharmaceuticals
Experience
Sintec Media May 2014 - Present
SintecMedia May 2014 - Present
Kingman Estates Winery June 2011 - Present
Amgen July 2006 - Present
Ernst & Young 1997 - 1999
KPMG Peat Marwick 1995 - 1997
Cap Gemini America 1993 - 1995
Technology Solutions Company 1990 - 1993
General Dynamics 1986 - 1990
Computer Access 1982 - 1986
Skills
ERP, SAP, PMP, Program Management, Business Process..., Business Process, FDA, GMP, Cross-functional Team..., Operational Excellence, Pharmaceutical Industry, Project Management, Information Management, Management Consulting, Change Management, Winemaking, Wineries, Portfolio Management, Change Control, Management, Biotechnology
Education
Texas A&M University 1984 — 1986
MS, Business Computing Science
Texas A&M University 1978 — 1983
BS, Engineering Technology
UC Davis Extension
Winemaking Certification
Sintec Media May 2014 - Present
SintecMedia May 2014 - Present
Kingman Estates Winery June 2011 - Present
Amgen July 2006 - Present
Ernst & Young 1997 - 1999
KPMG Peat Marwick 1995 - 1997
Cap Gemini America 1993 - 1995
Technology Solutions Company 1990 - 1993
General Dynamics 1986 - 1990
Computer Access 1982 - 1986
Skills
ERP, SAP, PMP, Program Management, Business Process..., Business Process, FDA, GMP, Cross-functional Team..., Operational Excellence, Pharmaceutical Industry, Project Management, Information Management, Management Consulting, Change Management, Winemaking, Wineries, Portfolio Management, Change Control, Management, Biotechnology
Education
Texas A&M University 1984 — 1986
MS, Business Computing Science
Texas A&M University 1978 — 1983
BS, Engineering Technology
UC Davis Extension
Winemaking Certification
Gregg Flowers, CCNA, CCDA Gregg Flowers, CCNA, CCDA's KPMG Peat Marwick Experience January 1992 - February 1997
Job Network Operations Manager at Texas Wesleyan University
Industry Information Technology and Services
Experience
Texas Wesleyan University June 2011 - Present
Your CTO ToGo January 2011 - Present
North Central Texas Council of Governments October 2005 - July 2010
Infolusions LLC November 2003 - October 2005
Westin Engineering September 2001 - July 2003
San Antonio Water System March 1997 - July 2001
KPMG Peat Marwick January 1992 - February 1997
City of Arlington June 1984 - December 1991
Skills
Strategic Planning, IT Management, Telecommunications, Virtualization, Operating Systems, Budgets, Data Center, Enterprise Architecture, Management, Servers, IT Strategy, Troubleshooting, Project Planning, Business Process..., Enterprise Software, Business Development, Process Improvement, Project Management, Network Security, Business Intelligence, Networking, Leadership, CRM, Program Management
Education
Texas A&M University 1981 — 1984
BS, Industrial Engineering
Seabreeze Sr High
Texas Wesleyan University June 2011 - Present
Your CTO ToGo January 2011 - Present
North Central Texas Council of Governments October 2005 - July 2010
Infolusions LLC November 2003 - October 2005
Westin Engineering September 2001 - July 2003
San Antonio Water System March 1997 - July 2001
KPMG Peat Marwick January 1992 - February 1997
City of Arlington June 1984 - December 1991
Skills
Strategic Planning, IT Management, Telecommunications, Virtualization, Operating Systems, Budgets, Data Center, Enterprise Architecture, Management, Servers, IT Strategy, Troubleshooting, Project Planning, Business Process..., Enterprise Software, Business Development, Process Improvement, Project Management, Network Security, Business Intelligence, Networking, Leadership, CRM, Program Management
Education
Texas A&M University 1981 — 1984
BS, Industrial Engineering
Seabreeze Sr High
Daniel (Dan) Cummings, CPA, MBA's KPMG Peat Marwick Experience July 1979 - October 1981
Job Retainedsearch;Talent Acquisition:Leadership Solutions
Industry Staffing and Recruiting
Experience
EFL Associates-Denver, a CBIZ Company July 2010 - Present
Uhlig LLC February 2005 - July 2010
Cummings St. Thomas, Inc January 1993 - February 2005
Source Finance January 1985 - January 1993
Butler Manufacturing Company October 1981 - January 1985
KPMG Peat Marwick July 1979 - October 1981
Skills
Customer Relations, Non-profits, Strategic Planning, Budgeting, Management Consulting, Microsoft Office, Financial Analysis, Business Strategy, Sales Management, Financial Modeling, Nonprofits, Management, Start-ups, Customer Service, Leadership, Budgets, Human Resources, Contract Negotiation, Marketing, Consulting
Education
University of Kansas - Graduate School of Business 1984 — 1986
MBA, Marketing & Finance
The University of Kansas 1975 — 1979
BS, Accounting/Business Administration
EFL Associates-Denver, a CBIZ Company July 2010 - Present
Uhlig LLC February 2005 - July 2010
Cummings St. Thomas, Inc January 1993 - February 2005
Source Finance January 1985 - January 1993
Butler Manufacturing Company October 1981 - January 1985
KPMG Peat Marwick July 1979 - October 1981
Skills
Customer Relations, Non-profits, Strategic Planning, Budgeting, Management Consulting, Microsoft Office, Financial Analysis, Business Strategy, Sales Management, Financial Modeling, Nonprofits, Management, Start-ups, Customer Service, Leadership, Budgets, Human Resources, Contract Negotiation, Marketing, Consulting
Education
University of Kansas - Graduate School of Business 1984 — 1986
MBA, Marketing & Finance
The University of Kansas 1975 — 1979
BS, Accounting/Business Administration
Daniel McCormick, FACHE, FACMPE Daniel McCormick, FACHE, FACMPE's KPMG Peat Marwick Experience 1989 - 1991
Job Senior Director at Advisory Board Consulting and Management
Industry Hospital & Health Care
Experience
Advisory Board Consulting and Management June 2012 - Present
Resurrection Health Care July 2010 - May 2012
WellGroup HealthPartners July 2003 - July 2010
Sinai Medical Group 1997 - 2003
Michigan Health Care Corporation 1991 - 1996
KPMG Peat Marwick 1989 - 1991
St. Anthony Medical Center January 1985 - April 1989
Skills
Healthcare Management, Revenue Cycle, Healthcare Information..., Healthcare, Healthcare Consulting, Hospitals, Practice Management, Managed Care, Strategic Planning, Physicians, Physician Relations, Healthcare Industry, Performance Improvement, Ambulatory, Medicine, Medicaid, EMR, EHR, Utilization Management, Medical Education, Epic Systems, Management Consulting, Process Improvement, HIPAA, Management, Leadership, Patient Safety, Executive Management, Ambulatory Care, Insurance, Home Care, Clinical Research, Provider Relations, Informatics, Quality Improvement, Medicare
Education
The Ohio State University Fisher College of Business
MBA, Business Administration
Xavier University 1983 — 1985
MHHA, Hospital and Health Administration
University of Dayton 1979 — 1983
BS
Advisory Board Consulting and Management June 2012 - Present
Resurrection Health Care July 2010 - May 2012
WellGroup HealthPartners July 2003 - July 2010
Sinai Medical Group 1997 - 2003
Michigan Health Care Corporation 1991 - 1996
KPMG Peat Marwick 1989 - 1991
St. Anthony Medical Center January 1985 - April 1989
Skills
Healthcare Management, Revenue Cycle, Healthcare Information..., Healthcare, Healthcare Consulting, Hospitals, Practice Management, Managed Care, Strategic Planning, Physicians, Physician Relations, Healthcare Industry, Performance Improvement, Ambulatory, Medicine, Medicaid, EMR, EHR, Utilization Management, Medical Education, Epic Systems, Management Consulting, Process Improvement, HIPAA, Management, Leadership, Patient Safety, Executive Management, Ambulatory Care, Insurance, Home Care, Clinical Research, Provider Relations, Informatics, Quality Improvement, Medicare
Education
The Ohio State University Fisher College of Business
MBA, Business Administration
Xavier University 1983 — 1985
MHHA, Hospital and Health Administration
University of Dayton 1979 — 1983
BS
Chris Sivak Chris Sivak's KPMG Peat Marwick Experience July 1988 - May 1998
Job CPA, Partner at Skoda Minotti
Industry Accounting
Experience
Skoda Minotti May 1998 - Present
KPMG Peat Marwick July 1988 - May 1998
Skills
Tax, Corporate Tax, Mergers, Due Diligence
Education
The University of Akron 1984 — 1988
BSBA, Accounting
Skoda Minotti May 1998 - Present
KPMG Peat Marwick July 1988 - May 1998
Skills
Tax, Corporate Tax, Mergers, Due Diligence
Education
The University of Akron 1984 — 1988
BSBA, Accounting
Bob Greenberger's KPMG Peat Marwick Experience October 1983 - December 1992
Job Partner at HA&W
Industry Accounting
Experience
HA&W October 2008 - Present
Tauber & Balser, P.C. December 1995 - October 2008
BDO Seidman December 1993 - December 1995
KPMG Peat Marwick October 1983 - December 1992
Skills
Corporate Tax, Tax, Tax Research, Income Tax, Partnership Taxation, Tax Preparation, Captive Insurance..., Tax Reduction..., Author - For Georgia...
Education
The University of Georgia 1981 — 1983
Masters, Tax/Accounting
University of Georgia - Terry College of Business 1976 — 1981
BA, Accounting
HA&W October 2008 - Present
Tauber & Balser, P.C. December 1995 - October 2008
BDO Seidman December 1993 - December 1995
KPMG Peat Marwick October 1983 - December 1992
Skills
Corporate Tax, Tax, Tax Research, Income Tax, Partnership Taxation, Tax Preparation, Captive Insurance..., Tax Reduction..., Author - For Georgia...
Education
The University of Georgia 1981 — 1983
Masters, Tax/Accounting
University of Georgia - Terry College of Business 1976 — 1981
BA, Accounting
Arthur Art Weisman, CFP® Arthur Art Weisman, CFP®'s KPMG Peat Marwick Experience 1980 - 1992
Job Financial Advisor Lakeside Wealth Management Group of Wells Fargo Advidors, LLC
Industry Financial Services
Experience
Lakeside Wealth Management Group of Wells Fargo Advisors September 1998 - Present
Samuels & Associates June 1992 - September 1998
KPMG Peat Marwick 1980 - 1992
Skills
Financial Analysis, Investment Strategies, Financial Services, Asset Allocation, Financial Advisory, Investment Planning, Multigenerational..., Strategic Planning, Tax-Efficient Strategies, Wealth Preservation..., Concentrated Stock..., Estate Investment..., Insurance
Education
The Ohio State University 1976 — 1980
Bachelor of Science (B.S.), Accounting
Beachwood High School 1972 — 1976
High School Degree, College Prep.
Lakeside Wealth Management Group of Wells Fargo Advisors September 1998 - Present
Samuels & Associates June 1992 - September 1998
KPMG Peat Marwick 1980 - 1992
Skills
Financial Analysis, Investment Strategies, Financial Services, Asset Allocation, Financial Advisory, Investment Planning, Multigenerational..., Strategic Planning, Tax-Efficient Strategies, Wealth Preservation..., Concentrated Stock..., Estate Investment..., Insurance
Education
The Ohio State University 1976 — 1980
Bachelor of Science (B.S.), Accounting
Beachwood High School 1972 — 1976
High School Degree, College Prep.
Jean Berkompas Jean Berkompas's KPMG Peat Marwick Experience 1986 - 1989
Job Controller, Emdeon Revenue Optimization Services
Industry Accounting
Experience
Emdeon Revenue Optimization Services August 2009 - Present
TicketMaster Group, LP May 2001 - December 2008
The Dart Group (Parent company) of Trak Auto, Crown Books, Shoppers Food Warehouse, Total Beverage August 1993 - May 2001
KPMG Peat Marwick 1986 - 1989
Education
Strayer University-Florida 2009 — 2011
Master of Science (MS), Accounting, 4.0
Strayer University (DC) 1997 — 2003
BS, Accounting, 4.0
Emdeon Revenue Optimization Services August 2009 - Present
TicketMaster Group, LP May 2001 - December 2008
The Dart Group (Parent company) of Trak Auto, Crown Books, Shoppers Food Warehouse, Total Beverage August 1993 - May 2001
KPMG Peat Marwick 1986 - 1989
Education
Strayer University-Florida 2009 — 2011
Master of Science (MS), Accounting, 4.0
Strayer University (DC) 1997 — 2003
BS, Accounting, 4.0
Laura E Wyatt Laura E Wyatt's KPMG Peat Marwick Experience August 1994 - August 1997
Job Sr Global Marketing/Business Development Professional
Industry Telecommunications
Experience
Recently transitioned back to the USA December 2014 - Present
Emirates Telecommunications Group (Etisalat) January 2013 - August 2014
Emirates Telecommunications Corporation (Etisalat) April 2007 - December 2012
Private Consulting Services January 2004 - December 2006
Estee Lauder Companies October 1997 - December 2003
KPMG Peat Marwick August 1994 - August 1997
Hill Samuel Bank (Lloyds Bank) June 1990 - June 1994
Skills
Marketing, Project Management, Marketing Communications, Business Development, Training, Key Account Management, Customer Service, Vendor Management, Writing, Brand Management, Event Planning, Event Management, Product Marketing
Education
The University of Georgia
Bachelor, Economics/Political Science
Recently transitioned back to the USA December 2014 - Present
Emirates Telecommunications Group (Etisalat) January 2013 - August 2014
Emirates Telecommunications Corporation (Etisalat) April 2007 - December 2012
Private Consulting Services January 2004 - December 2006
Estee Lauder Companies October 1997 - December 2003
KPMG Peat Marwick August 1994 - August 1997
Hill Samuel Bank (Lloyds Bank) June 1990 - June 1994
Skills
Marketing, Project Management, Marketing Communications, Business Development, Training, Key Account Management, Customer Service, Vendor Management, Writing, Brand Management, Event Planning, Event Management, Product Marketing
Education
The University of Georgia
Bachelor, Economics/Political Science
David Rood's KPMG Peat Marwick Experience 1991 - 1999
Job Partner (San Francisco, CA) at KPMG
Industry Accounting
Experience
KPMG LLP July 2013 - Present
KPMG September 2003 - July 2013
KPMG Peat Marwick 1991 - 1999
Sprint Nextel February 1996 - March 1998
Skills
CPA, Assurance, Internal Audit, Financial Analysis, Revenue Recognition, Due Diligence, Enterprise Risk..., Financial Modeling, Mergers, General Ledger, Managerial Finance, SOX 404
Education
University of Kansas 1985 — 1989
Bachelor of Business Administration and Accounting, Accounting
KPMG LLP July 2013 - Present
KPMG September 2003 - July 2013
KPMG Peat Marwick 1991 - 1999
Sprint Nextel February 1996 - March 1998
Skills
CPA, Assurance, Internal Audit, Financial Analysis, Revenue Recognition, Due Diligence, Enterprise Risk..., Financial Modeling, Mergers, General Ledger, Managerial Finance, SOX 404
Education
University of Kansas 1985 — 1989
Bachelor of Business Administration and Accounting, Accounting
Ellen Tabor's KPMG Peat Marwick Experience 1987 - 1989
Job President at Liberty Billing & Consulting Services, Inc.
Industry Hospital & Health Care
Experience
Liberty Billing & Consulting Services, Inc. June 1989 - Present
KPMG Peat Marwick 1987 - 1989
Palisades General Hospital 1985 - 1987
Skills
Revenue Cycle, HIPAA, Hospitals, Healthcare, Managed Care, Healthcare Management, Medicaid, Medicare, Revenue Cycle Management, Healthcare Consulting, Quality Improvement, Healthcare Industry, Health Insurance, Medical Billing, Meditech, Cerner, CPT, JCAHO, Health Policy, Health Information..., Clinical Research, Performance Improvement, Medical Terminology, Provider Relations, Medical Records, Patient Safety, Health Information..., Informatics, Physicians, Physician Relations, EHR, EMR, Healthcare Reimbursement, Medicare/Medicaid..., Medicine
Education
The Catholic University of America 1979 — 1983
B.S., Biology
Liberty Billing & Consulting Services, Inc. June 1989 - Present
KPMG Peat Marwick 1987 - 1989
Palisades General Hospital 1985 - 1987
Skills
Revenue Cycle, HIPAA, Hospitals, Healthcare, Managed Care, Healthcare Management, Medicaid, Medicare, Revenue Cycle Management, Healthcare Consulting, Quality Improvement, Healthcare Industry, Health Insurance, Medical Billing, Meditech, Cerner, CPT, JCAHO, Health Policy, Health Information..., Clinical Research, Performance Improvement, Medical Terminology, Provider Relations, Medical Records, Patient Safety, Health Information..., Informatics, Physicians, Physician Relations, EHR, EMR, Healthcare Reimbursement, Medicare/Medicaid..., Medicine
Education
The Catholic University of America 1979 — 1983
B.S., Biology
Jimmie Williams's KPMG Peat Marwick Experience January 1989 - June 1996
Job Principal Transaction Services at Hein & Associates
Industry Financial Services
Experience
Hein & Associates September 2015 - Present
WG Consulting March 2013 - August 2015
Elm Capital Advisors, LLC September 2008 - March 2013
JLW Capital Advisory Services, LLC August 2006 - August 2008
Gexa Energy June 2005 - April 2006
FPL Energy September 2004 - June 2005
Enron Corp July 1996 - August 2004
KPMG Peat Marwick January 1989 - June 1996
Skills
Energy, Due Diligence, Mergers, Risk Management, Financial Modeling, Mergers & Acquisitions, Valuation, Business Process..., Financial Analysis, Corporate Development, Project Finance, Corporate Finance, Private Equity, Management Consulting, Strategy, Outsourcing, Finance, Structured Finance, Management, Consulting, Restructuring, Financial Structuring, Commodity, Capital, Trading, Venture Capital, Commodity Markets, Hedging, Capital Raising, Divestitures, Derivatives
Education
Texas A&M University 1985 — 1988
BBA, Accounting & Business Analysis
Hein & Associates September 2015 - Present
WG Consulting March 2013 - August 2015
Elm Capital Advisors, LLC September 2008 - March 2013
JLW Capital Advisory Services, LLC August 2006 - August 2008
Gexa Energy June 2005 - April 2006
FPL Energy September 2004 - June 2005
Enron Corp July 1996 - August 2004
KPMG Peat Marwick January 1989 - June 1996
Skills
Energy, Due Diligence, Mergers, Risk Management, Financial Modeling, Mergers & Acquisitions, Valuation, Business Process..., Financial Analysis, Corporate Development, Project Finance, Corporate Finance, Private Equity, Management Consulting, Strategy, Outsourcing, Finance, Structured Finance, Management, Consulting, Restructuring, Financial Structuring, Commodity, Capital, Trading, Venture Capital, Commodity Markets, Hedging, Capital Raising, Divestitures, Derivatives
Education
Texas A&M University 1985 — 1988
BBA, Accounting & Business Analysis
Tasha Barbour Tasha Barbour's KPMG Peat Marwick Experience July 1989 - June 1993
Job Insurance Executive
Industry Insurance
Experience
PartnerRe America Insurance Company November 2011 - Present
Swiss Re May 2009 - October 2011
GE Insurance & Swiss Re October 2005 - April 2009
GE Insurance June 2002 - September 2005
GE Insurance April 2000 - May 2002
GE Insurance January 1995 - March 2000
GE Insurance June 1993 - December 1994
KPMG Peat Marwick July 1989 - June 1993
Skills
Underwriting, Six Sigma, Risk Management, Insurance, Reinsurance, Property & Casualty..., Financial Analysis, Commercial Insurance, Strategic Planning, Program Management, Enterprise Risk..., Management, Team Building, Business Planning, Product Management, Financial Risk, General Insurance
Education
The University of Kansas 1993 — 1996
MHSA, Master of Health Services Administration
William Jewell College 1985 — 1989
BS, Accounting
Benton High School
PartnerRe America Insurance Company November 2011 - Present
Swiss Re May 2009 - October 2011
GE Insurance & Swiss Re October 2005 - April 2009
GE Insurance June 2002 - September 2005
GE Insurance April 2000 - May 2002
GE Insurance January 1995 - March 2000
GE Insurance June 1993 - December 1994
KPMG Peat Marwick July 1989 - June 1993
Skills
Underwriting, Six Sigma, Risk Management, Insurance, Reinsurance, Property & Casualty..., Financial Analysis, Commercial Insurance, Strategic Planning, Program Management, Enterprise Risk..., Management, Team Building, Business Planning, Product Management, Financial Risk, General Insurance
Education
The University of Kansas 1993 — 1996
MHSA, Master of Health Services Administration
William Jewell College 1985 — 1989
BS, Accounting
Benton High School
Paul Quistberg Paul Quistberg's KPMG Peat Marwick Experience 1984 - 1988
Job Chief Investment Officer at BofA Global Capital Managemnt
Industry Investment Management
Experience
BofA Global Capital Management June 2010 - Present
BofA Global Capital Management 2008 - 2010
Putnam Investments 2002 - 2008
Putnam Investments 1997 - 2002
Putnam Investments 1995 - 1997
Travelers Insurance 1990 - 1995
KPMG Peat Marwick 1984 - 1988
Skills
Fixed Income, Mutual Funds, Capital Markets, Portfolio Management, Money Market, Trading Systems, Asset Allocation, High Yield, Valuation, Banking, Bonds, Investments, Investment Strategies, Financial Risk, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Connecticut 1980 — 1984
BS, Accounting
BofA Global Capital Management June 2010 - Present
BofA Global Capital Management 2008 - 2010
Putnam Investments 2002 - 2008
Putnam Investments 1997 - 2002
Putnam Investments 1995 - 1997
Travelers Insurance 1990 - 1995
KPMG Peat Marwick 1984 - 1988
Skills
Fixed Income, Mutual Funds, Capital Markets, Portfolio Management, Money Market, Trading Systems, Asset Allocation, High Yield, Valuation, Banking, Bonds, Investments, Investment Strategies, Financial Risk, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Connecticut 1980 — 1984
BS, Accounting
Richard Schneider Richard Schneider's KPMG Peat Marwick Experience August 1978 - June 1984
Job Founding Partner at InSight 2.0
Industry Financial Services
Experience
InSight 2.0 September 2015 - Present
Abdo Eick & Meyers, LLP October 2012 - Present
Merrill Lynch August 2010 - November 2012
Bridge Street Associates January 2003 - August 2010
Franklin Partners Inc September 2008 - November 2009
Crockery Foods February 1998 - January 2003
Land O'Lakes 1985 - 1998
KPMG Peat Marwick August 1978 - June 1984
Skills
Comprehensive business..., Cross-functional Team..., Start-ups, P&L Management, Forecasting, Business Strategy, Financial Modeling, Mergers and acquisitions, Strategic brand..., Trade Marketing, Knowledge Management, Business Planning, FMCG, Competitive Analysis, Management, Brand Management, Mergers & Acquisitions, Strategy, Sales, Pricing, Marketing Strategy, CRM, Business Development, Brand Development, Marketing, Leadership, Financial Analysis, Finance, Strategic Financial..., Investments, Executive Management, Strategic Planning, Private Equity, Management Consulting, Strategic Partnerships, Auditing, Entrepreneurship, Due Diligence, Corporate Development, Venture Capital, Acquisition Integration, Business Valuation, Budgets, Accounting, mergers and acquisitions, Small Business, Corporate Finance, Portfolio Management, Market Analysis, Managerial Finance
Education
University of Minnesota Graduate School of Business-Twin Cities 1984 — 1985
MBA, Marketing
The University of Montana - School of Business Administration 1973 — 1978
BS, Accounting and Finance
InSight 2.0 September 2015 - Present
Abdo Eick & Meyers, LLP October 2012 - Present
Merrill Lynch August 2010 - November 2012
Bridge Street Associates January 2003 - August 2010
Franklin Partners Inc September 2008 - November 2009
Crockery Foods February 1998 - January 2003
Land O'Lakes 1985 - 1998
KPMG Peat Marwick August 1978 - June 1984
Skills
Comprehensive business..., Cross-functional Team..., Start-ups, P&L Management, Forecasting, Business Strategy, Financial Modeling, Mergers and acquisitions, Strategic brand..., Trade Marketing, Knowledge Management, Business Planning, FMCG, Competitive Analysis, Management, Brand Management, Mergers & Acquisitions, Strategy, Sales, Pricing, Marketing Strategy, CRM, Business Development, Brand Development, Marketing, Leadership, Financial Analysis, Finance, Strategic Financial..., Investments, Executive Management, Strategic Planning, Private Equity, Management Consulting, Strategic Partnerships, Auditing, Entrepreneurship, Due Diligence, Corporate Development, Venture Capital, Acquisition Integration, Business Valuation, Budgets, Accounting, mergers and acquisitions, Small Business, Corporate Finance, Portfolio Management, Market Analysis, Managerial Finance
Education
University of Minnesota Graduate School of Business-Twin Cities 1984 — 1985
MBA, Marketing
The University of Montana - School of Business Administration 1973 — 1978
BS, Accounting and Finance
Marietta Formanek Marietta Formanek's KPMG Peat Marwick Experience July 1982 - September 1984
Job Director of Finance at Picaboo and Picaboo Yearbooks
Industry Management Consulting
Experience
Picaboo Yearbooks April 2015 - Present
Orvis July 2012 - April 2015
Ai Squared June 2008 - March 2012
Marietta Formanek, CPA September 1984 - May 2009
KPMG Peat Marwick July 1982 - September 1984
Skills
Management Consulting, Business Strategy, Entrepreneurship, Corporate Tax, Team Building, Project Planning, Training, Strategic Planning, Business Analysis, ERP, Analytical Skills, NetSuite, Longview, Microsoft Dynamics, FRx Report Designer, Cost Accounting, Budgets, Acquisitions, Business Process..., Fiduciary Services, Financial Forecasting, Information Architecture, Vocalist, Classical Music, Opera, Start-up Consulting, Accounting, Leadership, Auditing, Finance, Start-ups
Education
The University of Connecticut School of Business 1978 — 1981
BS, Accounting
Picaboo Yearbooks April 2015 - Present
Orvis July 2012 - April 2015
Ai Squared June 2008 - March 2012
Marietta Formanek, CPA September 1984 - May 2009
KPMG Peat Marwick July 1982 - September 1984
Skills
Management Consulting, Business Strategy, Entrepreneurship, Corporate Tax, Team Building, Project Planning, Training, Strategic Planning, Business Analysis, ERP, Analytical Skills, NetSuite, Longview, Microsoft Dynamics, FRx Report Designer, Cost Accounting, Budgets, Acquisitions, Business Process..., Fiduciary Services, Financial Forecasting, Information Architecture, Vocalist, Classical Music, Opera, Start-up Consulting, Accounting, Leadership, Auditing, Finance, Start-ups
Education
The University of Connecticut School of Business 1978 — 1981
BS, Accounting
Anna Garza Anna Garza's KPMG Peat Marwick Experience June 1999 - June 2002
Job Fraud and Support Operations Analyst at Town North Bank
Industry Financial Services
Experience
Town North Bank Fraud AnalystFIdelity IFSMarch 2004 - March 2007
Cingular Wireless November 2003 - April 2004
T-Mobile/ HotSpot February 2003 - November 2003
KPMG Peat Marwick June 1999 - June 2002
Education
Texas Woman's University 1990 — 1996
Interdisciplinary Studies/ Elem. Education
Town North Bank Fraud AnalystFIdelity IFSMarch 2004 - March 2007
Cingular Wireless November 2003 - April 2004
T-Mobile/ HotSpot February 2003 - November 2003
KPMG Peat Marwick June 1999 - June 2002
Education
Texas Woman's University 1990 — 1996
Interdisciplinary Studies/ Elem. Education
Frank Arnold Frank Arnold's KPMG Peat Marwick Experience January 1980 - June 1981
Job Partner at Weaver
Industry Accounting
Experience
Weaver January 2010 - Present
EdelmanArnold July 2001 - January 2010
KPMG Peat Marwick January 1980 - June 1981
Skills
Financial Planning, Estate Planning, Tax, Risk Management, Strategic Financial..., Accounting, Retirement Planning, Small Business, CPA, Tax Preparation, Financial Planners, Retirement, Insurance, Strategic Planning, Mergers & Acquisitions, Start-ups, Income Tax, Corporate Tax, Tax Accounting, S Corporations, Financial Analysis, Partnership Taxation, Tax Returns, GAAP, Financial Reporting, Tax Research, IRS, Estate Tax Planning, Auditing, Forensic Accounting
Education
Texas State University-San Marcos 1977 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Weaver January 2010 - Present
EdelmanArnold July 2001 - January 2010
KPMG Peat Marwick January 1980 - June 1981
Skills
Financial Planning, Estate Planning, Tax, Risk Management, Strategic Financial..., Accounting, Retirement Planning, Small Business, CPA, Tax Preparation, Financial Planners, Retirement, Insurance, Strategic Planning, Mergers & Acquisitions, Start-ups, Income Tax, Corporate Tax, Tax Accounting, S Corporations, Financial Analysis, Partnership Taxation, Tax Returns, GAAP, Financial Reporting, Tax Research, IRS, Estate Tax Planning, Auditing, Forensic Accounting
Education
Texas State University-San Marcos 1977 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Sherri Rose Sherri Rose's KPMG Peat Marwick Experience June 1980 - June 1982
Job Management trainer and leadership coach
Industry Professional Training & Coaching
Experience
Sherri Rose & Associates January 1998 - Present
Stanford Graduate School of Business January 2007 - March 2012
Apple Computer December 1987 - September 1997
Mount Vernon College, George Washington University September 1982 - June 1987
KPMG Peat Marwick June 1980 - June 1982
Skills
Executive Coaching, Management Development, Leadership Development, Organizational..., Organizational..., Instructional Design, Coaching, Workshop Facilitation, Executive Development, Blended Learning, Training Delivery
Education
The George Washington University
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Sherri Rose & Associates January 1998 - Present
Stanford Graduate School of Business January 2007 - March 2012
Apple Computer December 1987 - September 1997
Mount Vernon College, George Washington University September 1982 - June 1987
KPMG Peat Marwick June 1980 - June 1982
Skills
Executive Coaching, Management Development, Leadership Development, Organizational..., Organizational..., Instructional Design, Coaching, Workshop Facilitation, Executive Development, Blended Learning, Training Delivery
Education
The George Washington University
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Debra Shelton's KPMG Peat Marwick Experience August 1991 - September 1997
Job VP Finance at SGC Energia
Industry Accounting
Experience
SGC Energia June 2010 - Present
Tatum LLC March 2010 - May 2010
Paymetric March 2007 - October 2009
LogicaCMG April 2006 - March 2007
Security DBS, subsidiary of Halliburton November 2005 - April 2006
Worksuite March 1999 - November 2005
Igloo Products Corporation September 1997 - March 1999
KPMG Peat Marwick August 1991 - September 1997
Skills
Budgets, Treasury Management, Risk Management, Acquisitions, Financial Reporting, Contract Management, Financial Planners, Process Improvement, Leadership, Forecasting, Strategy, Auditing, Management, Sarbanes-Oxley Act, Due Diligence, Management Consulting, Managerial Finance, Start-ups, Accounting, Finance, Analysis, Internal Audit, SEC filings, Revenue Recognition, Financial Analysis, Cash Management, Executive Management, Financial Modeling, US GAAP, Mergers & Acquisitions, Valuation, Tax, Restructuring, Internal Controls
Education
Texas A&M University 1989 — 1991
Bachelor of Business Administration, Accounting
SGC Energia June 2010 - Present
Tatum LLC March 2010 - May 2010
Paymetric March 2007 - October 2009
LogicaCMG April 2006 - March 2007
Security DBS, subsidiary of Halliburton November 2005 - April 2006
Worksuite March 1999 - November 2005
Igloo Products Corporation September 1997 - March 1999
KPMG Peat Marwick August 1991 - September 1997
Skills
Budgets, Treasury Management, Risk Management, Acquisitions, Financial Reporting, Contract Management, Financial Planners, Process Improvement, Leadership, Forecasting, Strategy, Auditing, Management, Sarbanes-Oxley Act, Due Diligence, Management Consulting, Managerial Finance, Start-ups, Accounting, Finance, Analysis, Internal Audit, SEC filings, Revenue Recognition, Financial Analysis, Cash Management, Executive Management, Financial Modeling, US GAAP, Mergers & Acquisitions, Valuation, Tax, Restructuring, Internal Controls
Education
Texas A&M University 1989 — 1991
Bachelor of Business Administration, Accounting
Meyrick Payne Meyrick Payne's KPMG Peat Marwick Experience August 1969 - August 1972
Job Partner at Management Practice, Inc.
Industry Management Consulting
Experience
Management Practice, Inc. January 1984 - Present
Reeves Communications Corporation January 1980 - January 1984
GTE 1978 - 1980
McKinsey & Company 1972 - 1978
KPMG Peat Marwick August 1969 - August 1972
Peat Marwick Mitchall February 1962 - July 1967
Skills
Due Diligence, Mergers, Private Equity, Business Strategy, Financial Services, Hedge Funds, Alternative Investments, Strategic Planning, Valuation, Financial Analysis, Corporate Development, Start-ups, Restructuring, Financial Modeling, Corporate Finance, Business Planning, Venture Capital, Strategy, Executive Management, Risk Management, Business Development, New Business Development, Investment Strategies, Business Analysis, Strategic Financial..., Strategic Partnerships, Accounting, Mutual Funds, Financial Structuring, Finance, Acquisitions, Financial Advisory, Mergers & Acquisitions
Education
Other 1969 — 1971
CPA, Accounting and Business
The Tuck School of Business at Dartmouth 1967 — 1969
MBA, Business Administration
Other 1962 — 1967
FCA, Accounting and Business
Rugby School _ School Field House 1957 — 1961
GCE, Economics Math
Management Practice, Inc. January 1984 - Present
Reeves Communications Corporation January 1980 - January 1984
GTE 1978 - 1980
McKinsey & Company 1972 - 1978
KPMG Peat Marwick August 1969 - August 1972
Peat Marwick Mitchall February 1962 - July 1967
Skills
Due Diligence, Mergers, Private Equity, Business Strategy, Financial Services, Hedge Funds, Alternative Investments, Strategic Planning, Valuation, Financial Analysis, Corporate Development, Start-ups, Restructuring, Financial Modeling, Corporate Finance, Business Planning, Venture Capital, Strategy, Executive Management, Risk Management, Business Development, New Business Development, Investment Strategies, Business Analysis, Strategic Financial..., Strategic Partnerships, Accounting, Mutual Funds, Financial Structuring, Finance, Acquisitions, Financial Advisory, Mergers & Acquisitions
Education
Other 1969 — 1971
CPA, Accounting and Business
The Tuck School of Business at Dartmouth 1967 — 1969
MBA, Business Administration
Other 1962 — 1967
FCA, Accounting and Business
Rugby School _ School Field House 1957 — 1961
GCE, Economics Math
Chip Houlihan - MBA Chip Houlihan - MBA's KPMG Peat Marwick Experience 1994 - 1997
Job Project Manager at Houlihan and Associates
Industry Management Consulting
Experience
Houlihan and Associates April 2012 - Present
Houlihan and Associates April 2012 - Present
Precision Task Group March 2011 - April 2012
CIBER, Inc November 2008 - November 2009
Borders Solutions Group, LLC May 2007 - November 2008
Bay Technical Assoicates 2004 - 2007
PeopleSoft Corporation June 2001 - January 2003
Oracle Corporation September 1997 - April 2001
KPMG Peat Marwick 1994 - 1997
Digital Equipment Corporation 1987 - 1992
Skills
PeopleSoft, Cross-functional Team..., Business Process, Business Intelligence, Change Management, ERP, Strategy, Enterprise Software, SDLC, Program Management, PMO, Cloud Computing, Project Management, Management
Education
University of New Hampshire-Manchester 1989 — 1992
MBA, Administration
Texas Lutheran University 1982 — 1987
BA, Business Administration
Houlihan and Associates April 2012 - Present
Houlihan and Associates April 2012 - Present
Precision Task Group March 2011 - April 2012
CIBER, Inc November 2008 - November 2009
Borders Solutions Group, LLC May 2007 - November 2008
Bay Technical Assoicates 2004 - 2007
PeopleSoft Corporation June 2001 - January 2003
Oracle Corporation September 1997 - April 2001
KPMG Peat Marwick 1994 - 1997
Digital Equipment Corporation 1987 - 1992
Skills
PeopleSoft, Cross-functional Team..., Business Process, Business Intelligence, Change Management, ERP, Strategy, Enterprise Software, SDLC, Program Management, PMO, Cloud Computing, Project Management, Management
Education
University of New Hampshire-Manchester 1989 — 1992
MBA, Administration
Texas Lutheran University 1982 — 1987
BA, Business Administration
Michael Falaguerra Michael Falaguerra's KPMG Peat Marwick Experience September 1982 - July 1985
Job Legal Services Professional
Industry Legal Services
Experience
Hess Corporation September 2011 - December 2014
Interpublic Group Inc December 2004 - September 2010
MasterCard International Inc March 1998 - December 2004
PolyGram Holding, Inc May 1994 - March 1997
INCO SYSTEMS LIMITED January 1991 - May 1994
The Pittston Company November 1986 - December 1990
Texaco Producing Inc Natrl Gas July 1985 - November 1986
KPMG Peat Marwick September 1982 - July 1985
Education
Bryant College
B.S, Business Administration; Accounting
Syracuse University
J.D
University of Bridgeport
LL.M, Taxation
Hess Corporation September 2011 - December 2014
Interpublic Group Inc December 2004 - September 2010
MasterCard International Inc March 1998 - December 2004
PolyGram Holding, Inc May 1994 - March 1997
INCO SYSTEMS LIMITED January 1991 - May 1994
The Pittston Company November 1986 - December 1990
Texaco Producing Inc Natrl Gas July 1985 - November 1986
KPMG Peat Marwick September 1982 - July 1985
Education
Bryant College
B.S, Business Administration; Accounting
Syracuse University
J.D
University of Bridgeport
LL.M, Taxation
Amy Hoang Wrona Amy Hoang Wrona's KPMG Peat Marwick Experience June 1997 - August 1999
Job Principal at Alethia Consulting
Industry Public Policy
Experience
Alethia Consulting June 2010 - Present
Strategic Analysis June 2005 - June 2010
IDS Tipping Point February 2002 - August 2004
McKinsey & Company December 2000 - February 2002
Intellibridge Corporation August 1999 - December 2000
KPMG Peat Marwick June 1997 - August 1999
Skills
Management Consulting, Strategic Planning, Research, Government, Policy, Policy Analysis, Technical Writing, Proposal Writing, International Relations, Analysis, Project Management, Leadership
Education
Johns Hopkins School of Advanced International Studies 1995 — 1997
MA, International Economics and SE Asia Studies
The Johns Hopkins University 1992 — 1996
Bachelor of Arts (BA), International Studies
Alethia Consulting June 2010 - Present
Strategic Analysis June 2005 - June 2010
IDS Tipping Point February 2002 - August 2004
McKinsey & Company December 2000 - February 2002
Intellibridge Corporation August 1999 - December 2000
KPMG Peat Marwick June 1997 - August 1999
Skills
Management Consulting, Strategic Planning, Research, Government, Policy, Policy Analysis, Technical Writing, Proposal Writing, International Relations, Analysis, Project Management, Leadership
Education
Johns Hopkins School of Advanced International Studies 1995 — 1997
MA, International Economics and SE Asia Studies
The Johns Hopkins University 1992 — 1996
Bachelor of Arts (BA), International Studies
Neriman Guven, CPA/PFS, CFP, CEBS's KPMG Peat Marwick Experience January 1990 - November 1992
Job Tax Services Director at Randy Walker & Company
Industry Accounting
Experience
Randy Walker & Company May 2015 - Present
Randy Walker & Company August 2012 - Present
The University of Texas at San Antonio June 2012 - Present
Sol Schwartz & Associates, P.C. January 2009 - August 2010
Padgett, Stratemann & Co., L.L.P October 2007 - December 2008
Neriman Guven, PC November 1992 - April 2007
Texas Tech University 1989 - 1997
KPMG Peat Marwick January 1990 - November 1992
American State Bank January 1989 - December 1989
Coopers & Lybrand December 1987 - January 1989
Skills
Strategic Financial..., Tax, Employee Benefits, Healthcare, Strategy, Management Consulting, Accounting, Auditing, Payroll, Leadership, Tax Research, Finance, Management, Process Improvement, Account Reconciliation, Corporate Tax, CPA, Income Tax, Tax Accounting, Strategic Planning, Business Planning, Financial Reporting, Retirement Planning, Small Business, Financial Planners, S Corporation Taxation, Partnership Taxation, Non Profit Entities and..., High Net Worth..., Unrelated Business...
Education
Texas Tech University - Rawls College of Business 1986 — 1987
Master of Science, Taxation
Texas Tech University - Rawls College of Business 1981 — 1986
BS, Accounting
Randy Walker & Company May 2015 - Present
Randy Walker & Company August 2012 - Present
The University of Texas at San Antonio June 2012 - Present
Sol Schwartz & Associates, P.C. January 2009 - August 2010
Padgett, Stratemann & Co., L.L.P October 2007 - December 2008
Neriman Guven, PC November 1992 - April 2007
Texas Tech University 1989 - 1997
KPMG Peat Marwick January 1990 - November 1992
American State Bank January 1989 - December 1989
Coopers & Lybrand December 1987 - January 1989
Skills
Strategic Financial..., Tax, Employee Benefits, Healthcare, Strategy, Management Consulting, Accounting, Auditing, Payroll, Leadership, Tax Research, Finance, Management, Process Improvement, Account Reconciliation, Corporate Tax, CPA, Income Tax, Tax Accounting, Strategic Planning, Business Planning, Financial Reporting, Retirement Planning, Small Business, Financial Planners, S Corporation Taxation, Partnership Taxation, Non Profit Entities and..., High Net Worth..., Unrelated Business...
Education
Texas Tech University - Rawls College of Business 1986 — 1987
Master of Science, Taxation
Texas Tech University - Rawls College of Business 1981 — 1986
BS, Accounting
Terry C. Maiden, MSPM, PMP Terry C. Maiden, MSPM, PMP's KPMG Peat Marwick Experience 1997 - 1999
Job Senior Director Programs/Projects at SRA INTERNATIONAL
Industry Management Consulting
Experience
SRA INTERNATIONAL February 2015 - Present
PMI Washington DC Chapter December 2012 - Present
Sport & Health February 2011 - Present
Northrop Grumman Corporation April 2014 - February 2015
General Dynamics AIS December 2010 - March 2014
General Dynamics AIS March 2009 - December 2010
Robbins Gioia January 2007 - March 2009
UNISYS Corporation 2004 - 2005
Akin Gump Strauss Hauer & Feld LLP 2000 - 2004
KPMG Peat Marwick 1997 - 1999
Skills
PMP, Program Management, Earned Value Management, MS Project, PMO, Project Management, Systems Engineering, Requirements Analysis, Security Clearance, Certified Project..., Project Portfolio..., Change Management, Management, Government, Drupal Content..., Cloud WCMaaS and IaaS..., Website Migration to..., SELC Document Expertise, Financial Reporting, Cloud Computing
Education
George Washington University 2006 — 2008
MSPM, Project Management
University of Maryland College Park 1994 — 1997
Information System Managment, Management Information Systems, General
SRA INTERNATIONAL February 2015 - Present
PMI Washington DC Chapter December 2012 - Present
Sport & Health February 2011 - Present
Northrop Grumman Corporation April 2014 - February 2015
General Dynamics AIS December 2010 - March 2014
General Dynamics AIS March 2009 - December 2010
Robbins Gioia January 2007 - March 2009
UNISYS Corporation 2004 - 2005
Akin Gump Strauss Hauer & Feld LLP 2000 - 2004
KPMG Peat Marwick 1997 - 1999
Skills
PMP, Program Management, Earned Value Management, MS Project, PMO, Project Management, Systems Engineering, Requirements Analysis, Security Clearance, Certified Project..., Project Portfolio..., Change Management, Management, Government, Drupal Content..., Cloud WCMaaS and IaaS..., Website Migration to..., SELC Document Expertise, Financial Reporting, Cloud Computing
Education
George Washington University 2006 — 2008
MSPM, Project Management
University of Maryland College Park 1994 — 1997
Information System Managment, Management Information Systems, General
Allyn Armstrong's KPMG Peat Marwick Experience 1992 - 1997
Job Executive Management Distinguished Operations Leadership
Industry Management Consulting
Experience
ViP Global Enterprises 1998 - Present
Keane 1997 - 1998
KPMG Peat Marwick 1992 - 1997
MARS - Masterfoods 1990 - 1992
Borden 1986 - 1990
Skills
Six Sigma, Strategic Sourcing, Change Management, CRM, Strategy, Business Intelligence, Team Building, Analytics, Lean Manufacturing, Start-ups, Supply Chain, Business Development, Supply Chain..., Management, Process Improvement, Entrepreneurship, Business Process, SaaS, Leadership, Project Planning, Operational Excellence, Manufacturing, Risk Management, Management Consulting, Supply Chain Management, Cross-functional Team..., Vendor Management, New Business Development, Business Strategy, Executive Management, Business Planning, Outsourcing, Professional Services, Operations Management, Strategic Planning, Consulting, Business Process..., Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1992
Executive MBA, Finance & Marketing
The Ohio State University 1980 — 1984
B.S., Chemical Engineering
ViP Global Enterprises 1998 - Present
Keane 1997 - 1998
KPMG Peat Marwick 1992 - 1997
MARS - Masterfoods 1990 - 1992
Borden 1986 - 1990
Skills
Six Sigma, Strategic Sourcing, Change Management, CRM, Strategy, Business Intelligence, Team Building, Analytics, Lean Manufacturing, Start-ups, Supply Chain, Business Development, Supply Chain..., Management, Process Improvement, Entrepreneurship, Business Process, SaaS, Leadership, Project Planning, Operational Excellence, Manufacturing, Risk Management, Management Consulting, Supply Chain Management, Cross-functional Team..., Vendor Management, New Business Development, Business Strategy, Executive Management, Business Planning, Outsourcing, Professional Services, Operations Management, Strategic Planning, Consulting, Business Process..., Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1992
Executive MBA, Finance & Marketing
The Ohio State University 1980 — 1984
B.S., Chemical Engineering
Arthur Schurr Arthur Schurr's KPMG Peat Marwick Experience 1987 - 1990
Job Writer and Communications Professional
Industry Writing and Editing
Experience
Freelance Writer November 1995 - Present
SpencerSchurr January 2013 - December 2014
Crossroads School 1993 - 1995
Ernst & Young 1992 - 1995
Organizational Dynamics Incorporated 1990 - 1991
KPMG Peat Marwick 1987 - 1990
Curriculum Concepts, Inc. 1985 - 1987
Skills
Speech Writing, Press Releases, Ghostwriting, Newsletters, Copywriting, Grant Writing, Media Relations, Editing, Editorial, Research, Screenwriting, Creative Writing, Writing, Freelance Writing, Resume Writing, New Media, Proposal Writing, Storytelling, Corporate Communications, Content Development, Magazines, Feature Articles, Publishing, Public Relations, Technical Writing, Books, Web Content, Blogging, Multimedia, Content Strategy, Publications, Publicity, Journalism, Strategic Communications, Television, Video Production, Film, Digital Media, Video, Entertainment, Proofreading, Documentaries, Video Editing, Producing, Newspapers, Creative Direction, Film Production, Content Management, Final Draft
Education
Temple University 1981 — 1995
BA, Radio-Television-Film
American Film Institute 1991 — 1993
Masters, Screenwriting
Freelance Writer November 1995 - Present
SpencerSchurr January 2013 - December 2014
Crossroads School 1993 - 1995
Ernst & Young 1992 - 1995
Organizational Dynamics Incorporated 1990 - 1991
KPMG Peat Marwick 1987 - 1990
Curriculum Concepts, Inc. 1985 - 1987
Skills
Speech Writing, Press Releases, Ghostwriting, Newsletters, Copywriting, Grant Writing, Media Relations, Editing, Editorial, Research, Screenwriting, Creative Writing, Writing, Freelance Writing, Resume Writing, New Media, Proposal Writing, Storytelling, Corporate Communications, Content Development, Magazines, Feature Articles, Publishing, Public Relations, Technical Writing, Books, Web Content, Blogging, Multimedia, Content Strategy, Publications, Publicity, Journalism, Strategic Communications, Television, Video Production, Film, Digital Media, Video, Entertainment, Proofreading, Documentaries, Video Editing, Producing, Newspapers, Creative Direction, Film Production, Content Management, Final Draft
Education
Temple University 1981 — 1995
BA, Radio-Television-Film
American Film Institute 1991 — 1993
Masters, Screenwriting
Gregg Bernicker Gregg Bernicker's KPMG Peat Marwick Experience January 1986 - May 1988
Job Managing Partner at Bernicker, Eiger & Co, LLC, CPA's
Industry Accounting
Experience
Bernicker, Eiger & Co., LLC, CPA's September 1994 - Present
Lipo Chemicals May 1991 - September 1994
KPMG Peat Marwick January 1986 - May 1988
American Friends of The Hebrew University 1983 - 1984
American Friends of The Hebrew University 1983 - 1984
Education
The College of New Jersey 1977 — 1981
BS, Accounting/Management
Bernicker, Eiger & Co., LLC, CPA's September 1994 - Present
Lipo Chemicals May 1991 - September 1994
KPMG Peat Marwick January 1986 - May 1988
American Friends of The Hebrew University 1983 - 1984
American Friends of The Hebrew University 1983 - 1984
Education
The College of New Jersey 1977 — 1981
BS, Accounting/Management
Brookland (Brooks) Davis Brookland (Brooks) Davis's KPMG Peat Marwick Experience 1997 - 1998
Job Financial / Insurance Executive
Industry Insurance
Experience
Brookland Davis, CPA August 2011 - Present
Hallmark Financial Services, Inc. December 2006 - August 2011
Hallmark Insurance Company / Phoenix Indemnity Insurance Co. January 2003 - August 2011
Bankers Insurance Group March 2001 - December 2002
Instant Auto Insurance 2000 - 2000
Paragon Insurance Holdings, LLC 1998 - 2000
KPMG Peat Marwick 1997 - 1998
Midland Financial Group, Inc. 1993 - 1997
KPMG Peat Marwick 1992 - 1992
Coopers & Lybrand 1987 - 1991
Skills
Property & Casualty..., Financial Accounting, Business Strategy, Strategic Planning, Budget Forecasts, Underwriting, Risk Management, Casualty, General Insurance, Professional Liability, Workers Compensation, Reinsurance, Commercial Insurance, Liability, Claim, Small Business, Commercial Lines, Mergers & Acquisitions, Claims Management, Property Damage, Casualty Insurance, Investment Management, Capital Raising, Cost Control, Capital Markets, Tax, Insurance, Start-up Consulting, Investment Strategies, Start-ups Management, Board of Directors, Financial Projection, Compilation Of..., Financial Services, Executive Management, Management, Finance, Financial Analysis, Arbitration
Education
The University of Memphis 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Brookland Davis, CPA August 2011 - Present
Hallmark Financial Services, Inc. December 2006 - August 2011
Hallmark Insurance Company / Phoenix Indemnity Insurance Co. January 2003 - August 2011
Bankers Insurance Group March 2001 - December 2002
Instant Auto Insurance 2000 - 2000
Paragon Insurance Holdings, LLC 1998 - 2000
KPMG Peat Marwick 1997 - 1998
Midland Financial Group, Inc. 1993 - 1997
KPMG Peat Marwick 1992 - 1992
Coopers & Lybrand 1987 - 1991
Skills
Property & Casualty..., Financial Accounting, Business Strategy, Strategic Planning, Budget Forecasts, Underwriting, Risk Management, Casualty, General Insurance, Professional Liability, Workers Compensation, Reinsurance, Commercial Insurance, Liability, Claim, Small Business, Commercial Lines, Mergers & Acquisitions, Claims Management, Property Damage, Casualty Insurance, Investment Management, Capital Raising, Cost Control, Capital Markets, Tax, Insurance, Start-up Consulting, Investment Strategies, Start-ups Management, Board of Directors, Financial Projection, Compilation Of..., Financial Services, Executive Management, Management, Finance, Financial Analysis, Arbitration
Education
The University of Memphis 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Earl Foreman Earl Foreman's KPMG Peat Marwick Experience February 1997 - September 2002
Job Information Technology and Services Manager
Industry Information Technology and Services
Experience
BearingPoint August 2003 - May 2008
BearingPoint (formerly KPMG Consulting) 2002 - 2008
BearingPoint Consulting September 2002 - August 2003
KPMG Peat Marwick February 1997 - September 2002
Childrens Medical Center of Dallas 1993 - 1997
Skills
CCNA, CCNP, IT Strategy, CCDA, Servers, Information Security
Education
Texas A&M University-Commerce 1986 — 1990
Computer Science, Computer Science, Physics, German
BearingPoint August 2003 - May 2008
BearingPoint (formerly KPMG Consulting) 2002 - 2008
BearingPoint Consulting September 2002 - August 2003
KPMG Peat Marwick February 1997 - September 2002
Childrens Medical Center of Dallas 1993 - 1997
Skills
CCNA, CCNP, IT Strategy, CCDA, Servers, Information Security
Education
Texas A&M University-Commerce 1986 — 1990
Computer Science, Computer Science, Physics, German
Andrew Kamm Andrew Kamm's KPMG Peat Marwick Experience 1987 - 1992
Job VP Finance, Controller at Digital Traffic Systems Inc
Industry Electrical/Electronic Manufacturing
Experience
Digital Traffic Systems Inc February 2010 - Present
Eclipse Aviation Corporation July 2000 - August 2009
SuperGroups.com Inc 2000 - 2000
Furr's Supermarkets Inc 1992 - 2000
KPMG Peat Marwick 1987 - 1992
Education
The University of New Mexico - Robert O. Anderson School of Management 1982 — 1987
BBA
Digital Traffic Systems Inc February 2010 - Present
Eclipse Aviation Corporation July 2000 - August 2009
SuperGroups.com Inc 2000 - 2000
Furr's Supermarkets Inc 1992 - 2000
KPMG Peat Marwick 1987 - 1992
Education
The University of New Mexico - Robert O. Anderson School of Management 1982 — 1987
BBA
Nanette DeTurk Nanette DeTurk's KPMG Peat Marwick Experience August 1980 - November 1989
Job EVP, Chief Administrative & Strategy Officer & Treasurer, Highmark Health
Industry Insurance
Experience
Highmark Health August 1993 - Present
JDRF June 2013 - Present
Brightside Academy February 2014 - Present
HVHC, Inc. 2007 - Present
Gateway Health System 2006 - Present
Pennsylvania Patriot Insurance Company 1992 - 1993
Summit National Life Insurance Company 1991 - 1992
Price Waterhouse Coopers 1989 - 1991
KPMG Peat Marwick August 1980 - November 1989
Skills
Mergers & Acquisitions, Strategy, Strategic Planning, Business Analysis, Finance, Human Resources, Talent Management, Project Planning, Health Insurance, Investments, Managed Care, Team Management, Insurance, Medicare, Process Improvement
Education
The Ohio State University 1976 — 1980
BSBA, Accounting
Pennsylvania State University 1992 — 1995
MBA, Finance
Highmark Health August 1993 - Present
JDRF June 2013 - Present
Brightside Academy February 2014 - Present
HVHC, Inc. 2007 - Present
Gateway Health System 2006 - Present
Pennsylvania Patriot Insurance Company 1992 - 1993
Summit National Life Insurance Company 1991 - 1992
Price Waterhouse Coopers 1989 - 1991
KPMG Peat Marwick August 1980 - November 1989
Skills
Mergers & Acquisitions, Strategy, Strategic Planning, Business Analysis, Finance, Human Resources, Talent Management, Project Planning, Health Insurance, Investments, Managed Care, Team Management, Insurance, Medicare, Process Improvement
Education
The Ohio State University 1976 — 1980
BSBA, Accounting
Pennsylvania State University 1992 — 1995
MBA, Finance
Al Longfield's KPMG Peat Marwick Experience June 1993 - September 1995
Job Managing Director at Roth Capital Partners
Industry Investment Banking
Experience
Roth Capital Partners April 2009 - Present
Talon Partners, Inc. June 2006 - December 2008
Canaccord Genuity January 2004 - January 2007
RBC Capital Markets June 1997 - January 2004
KPMG Peat Marwick June 1993 - September 1995
Skills
M&A experience, Corporate Finance, Venture Capital, Investment Banking, Mergers, Capital Markets, Capital Structure, Financial Analysis, Staff Training, New Business Development, Valuation, Mergers & Acquisitions, Investments, Restructuring, Finance, Business Valuation, Due Diligence, Financial Modeling, Private Equity
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Analytical Finance
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance & accounting
Lake Park High School 1985 — 1989
Roth Capital Partners April 2009 - Present
Talon Partners, Inc. June 2006 - December 2008
Canaccord Genuity January 2004 - January 2007
RBC Capital Markets June 1997 - January 2004
KPMG Peat Marwick June 1993 - September 1995
Skills
M&A experience, Corporate Finance, Venture Capital, Investment Banking, Mergers, Capital Markets, Capital Structure, Financial Analysis, Staff Training, New Business Development, Valuation, Mergers & Acquisitions, Investments, Restructuring, Finance, Business Valuation, Due Diligence, Financial Modeling, Private Equity
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Analytical Finance
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance & accounting
Lake Park High School 1985 — 1989
Gloria Jarmon Gloria Jarmon's KPMG Peat Marwick Experience January 1982 - January 1989
Job CEO of GL Enterprises
Industry Accounting
Experience
EAM, Inc. Mosley & Associates January 2011 - Present
GL Enterprises September 2010 - Present
U.S. Government Accountability Office August 1990 - February 2008
U.S January 1994 - January 1997
GAO's January 1989 - January 1994
KPMG Peat Marwick January 1982 - January 1989
Skills
Program Management, Analysis, Nonprofits, Policy, Strategic Planning, Managerial Finance, Training, Budgets
Education
The College of William and Mary - The Mason School of Business 1978 — 1982
BBA, Accounting, Business Management
of the College of William and Mary in Virginia
EAM, Inc. Mosley & Associates January 2011 - Present
GL Enterprises September 2010 - Present
U.S. Government Accountability Office August 1990 - February 2008
U.S January 1994 - January 1997
GAO's January 1989 - January 1994
KPMG Peat Marwick January 1982 - January 1989
Skills
Program Management, Analysis, Nonprofits, Policy, Strategic Planning, Managerial Finance, Training, Budgets
Education
The College of William and Mary - The Mason School of Business 1978 — 1982
BBA, Accounting, Business Management
of the College of William and Mary in Virginia
Raffi Dagan, CPA Raffi Dagan, CPA's KPMG Peat Marwick Experience August 1997 - September 1998
Job Group Controller at Real Estate Developer and Builder
Industry Real Estate
Experience
Real Estate Developer and Builder June 2014 - Present
The Related Group March 2014 - June 2014
Gaia Fund August 2010 - January 2014
Cronus Capital January 2009 - June 2010
BlackRock August 2000 - December 2008
Argonaut Group October 1998 - June 2000
KPMG Peat Marwick August 1997 - September 1998
Skills
Financial Analysis, Commercial Real Estate, QuickBooks, Yardi, Financial Reporting, Real Estate, Asset Management, Forecasting, Accounting, Finance, Mergers & Acquisitions, Portfolio Management, Auditing, Sarbanes-Oxley Act, Internal Controls
Education
Yale University - Yale School of Management 1987 — 1989
MBA, Finance
Tel Aviv University
Bachelor's degree, Economics, 3.6
University of Florida
Bsc., Accounting, 4.0
Real Estate Developer and Builder June 2014 - Present
The Related Group March 2014 - June 2014
Gaia Fund August 2010 - January 2014
Cronus Capital January 2009 - June 2010
BlackRock August 2000 - December 2008
Argonaut Group October 1998 - June 2000
KPMG Peat Marwick August 1997 - September 1998
Skills
Financial Analysis, Commercial Real Estate, QuickBooks, Yardi, Financial Reporting, Real Estate, Asset Management, Forecasting, Accounting, Finance, Mergers & Acquisitions, Portfolio Management, Auditing, Sarbanes-Oxley Act, Internal Controls
Education
Yale University - Yale School of Management 1987 — 1989
MBA, Finance
Tel Aviv University
Bachelor's degree, Economics, 3.6
University of Florida
Bsc., Accounting, 4.0
Irina Burns Irina Burns's KPMG Peat Marwick Experience 1990 - 1993
Job Operations management and finance
Industry Financial Services
Experience
Element Financial Corporation March 2012 - Present
FTLR, LLC June 2010 - March 2012
GMAC Bank November 2006 - April 2010
GMAC ResCap 2002 - 2006
GMAC Mortgage 2000 - 2002
GMAC Mortgage 1998 - 2000
GE Capital Mortgage Services, Inc. 1995 - 1998
GE Capital Mortgage Serives, Inc. 1993 - 1995
KPMG Peat Marwick 1990 - 1993
Skills
Risk Management, Strategic Planning, Project Management, Business Process..., Risk Assessment, Start-ups, Management, Forecasting, Cross-functional Team..., Banking, Finance, Analytics, Program Management, CRM, Leadership, Mergers & Acquisitions, Strategy, Budgets, Portfolio Management, Business Process
Education
Institute of Integrative Nutrition 2010 — 2010
Temple University - Fox School of Business and Management 1986 — 1990
BBA, Accounting
Element Financial Corporation March 2012 - Present
FTLR, LLC June 2010 - March 2012
GMAC Bank November 2006 - April 2010
GMAC ResCap 2002 - 2006
GMAC Mortgage 2000 - 2002
GMAC Mortgage 1998 - 2000
GE Capital Mortgage Services, Inc. 1995 - 1998
GE Capital Mortgage Serives, Inc. 1993 - 1995
KPMG Peat Marwick 1990 - 1993
Skills
Risk Management, Strategic Planning, Project Management, Business Process..., Risk Assessment, Start-ups, Management, Forecasting, Cross-functional Team..., Banking, Finance, Analytics, Program Management, CRM, Leadership, Mergers & Acquisitions, Strategy, Budgets, Portfolio Management, Business Process
Education
Institute of Integrative Nutrition 2010 — 2010
Temple University - Fox School of Business and Management 1986 — 1990
BBA, Accounting
Denis M Creeden Denis M Creeden's KPMG Peat Marwick Experience June 1988 - September 1992
Job Chief Risk Officer at GE Capital Working Capital Solutions
Industry Financial Services
Experience
GE Capital Working Capital Solutions May 2011 - Present
GE Capital Debt Advisors October 2008 - May 2011
GE Commercial Finance September 2008 - February 2010
GE Capital August 2005 - September 2008
GE Commercial Finance April 2003 - August 2005
GE Commercial Finance May 1995 - May 2001
PepsiCo September 1992 - May 1994
KPMG Peat Marwick June 1988 - September 1992
Skills
Asset Based Lending, Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Securitization, Credit, Loans, Credit Analysis, Credit Risk, Commercial Lending, Auditing, Risk Management, Commercial Banking, Financial Risk, Alternative Investments, Banking, Securities, Valuation, Mergers
Education
Syracuse University 1984 — 1988
BS, Accounting
GE Capital Working Capital Solutions May 2011 - Present
GE Capital Debt Advisors October 2008 - May 2011
GE Commercial Finance September 2008 - February 2010
GE Capital August 2005 - September 2008
GE Commercial Finance April 2003 - August 2005
GE Commercial Finance May 1995 - May 2001
PepsiCo September 1992 - May 1994
KPMG Peat Marwick June 1988 - September 1992
Skills
Asset Based Lending, Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Securitization, Credit, Loans, Credit Analysis, Credit Risk, Commercial Lending, Auditing, Risk Management, Commercial Banking, Financial Risk, Alternative Investments, Banking, Securities, Valuation, Mergers
Education
Syracuse University 1984 — 1988
BS, Accounting
Eugene M. Cullen, Jr.'s KPMG Peat Marwick Experience August 1997 - December 2010
Job Vice President, Internal Audit and Advisory Services and Chief Audit Executive
Industry Hospital & Health Care
Experience
Roswell Park Cancer Institute December 2010 - Present
KPMG Peat Marwick August 1997 - December 2010
Hospital for Special Surgery July 1995 - July 1997
Greenwich Hospital May 1989 - July 1995
Deloitte March 1987 - April 1989
Skills
Compliance, Revenue Cycle, Internal Controls, Governance, Regulatory Analysis, Managed Care, Internal Audit, Performance Improvement, Hospitals, Risk Assessment, HIPAA, Auditing, Process Improvement, Enterprise Risk..., Business Process..., Strategic Planning, Healthcare IT, IT Governance, Change Management, Policy, Team Building, Cost Accounting, Financial Reporting, Healthcare, Information Technology..., IT Audit, Financial Risk, CISA, Risk Management, Information Technology, SOX 404, Turnaround Experience, Sarbanes-Oxley Act, Security, Operations Management, Healthcare Industry, Finance, Managerial Finance, External Audit, Sarbanes-Oxley, Consulting, COSO, Healthcare Information..., SAS70, Executive Management, Strategy, Leadership, Financial Analysis, Due Diligence, Healthcare Consulting
Education
New School University
Master’s Degree
Saint John's University
Roswell Park Cancer Institute December 2010 - Present
KPMG Peat Marwick August 1997 - December 2010
Hospital for Special Surgery July 1995 - July 1997
Greenwich Hospital May 1989 - July 1995
Deloitte March 1987 - April 1989
Skills
Compliance, Revenue Cycle, Internal Controls, Governance, Regulatory Analysis, Managed Care, Internal Audit, Performance Improvement, Hospitals, Risk Assessment, HIPAA, Auditing, Process Improvement, Enterprise Risk..., Business Process..., Strategic Planning, Healthcare IT, IT Governance, Change Management, Policy, Team Building, Cost Accounting, Financial Reporting, Healthcare, Information Technology..., IT Audit, Financial Risk, CISA, Risk Management, Information Technology, SOX 404, Turnaround Experience, Sarbanes-Oxley Act, Security, Operations Management, Healthcare Industry, Finance, Managerial Finance, External Audit, Sarbanes-Oxley, Consulting, COSO, Healthcare Information..., SAS70, Executive Management, Strategy, Leadership, Financial Analysis, Due Diligence, Healthcare Consulting
Education
New School University
Master’s Degree
Saint John's University
Cotter Cunningham's KPMG Peat Marwick Experience August 1991 - September 1992
Job CEO RetailMeNot, Inc.
Industry Online Media
Experience
RetailMeNot, Inc. December 2009 - Present
Austin Ventures January 2009 - November 2009
Smallponds LLC May 2007 - November 2009
Bankrate, Inc. March 1999 - April 2007
VML 1997 - 1999
H&R Block 1992 - 1997
KPMG Peat Marwick August 1991 - September 1992
Skills
Start-ups, Online Advertising, Strategic Partnerships, E-commerce, Product Management, Corporate Development, Business Development, Affiliate Marketing, Mergers, Lead Generation, Venture Capital, Analytics, Digital Media, Business Strategy, Entrepreneurship, Social Media, Competitive Analysis, Customer Acquisition, Marketing Strategy, SEM, Web Analytics, Strategies, Product Development
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA
The University of Memphis
BA
RetailMeNot, Inc. December 2009 - Present
Austin Ventures January 2009 - November 2009
Smallponds LLC May 2007 - November 2009
Bankrate, Inc. March 1999 - April 2007
VML 1997 - 1999
H&R Block 1992 - 1997
KPMG Peat Marwick August 1991 - September 1992
Skills
Start-ups, Online Advertising, Strategic Partnerships, E-commerce, Product Management, Corporate Development, Business Development, Affiliate Marketing, Mergers, Lead Generation, Venture Capital, Analytics, Digital Media, Business Strategy, Entrepreneurship, Social Media, Competitive Analysis, Customer Acquisition, Marketing Strategy, SEM, Web Analytics, Strategies, Product Development
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA
The University of Memphis
BA
Valerio Forte's KPMG Peat Marwick Experience 1986 - 1988
Job Experienced international financier with extensive background in M&A, risk evaluation and deal team management
Industry Investment Banking
Experience
H.I.G. Capital October 2007 - Present
Genesis Corporation October 2004 - October 2007
Calyon S.A. (Credit Lyonnais) January 2004 - September 2004
Credit Lyonnais October 2002 - December 2003
UBS AG January 1996 - February 2002
UBS AG (Swiss Bank Corporation) July 1988 - December 1995
KPMG Peat Marwick 1986 - 1988
Skills
Private Equity, Capital Markets, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Investment Banking, Structured Finance, Credit, Due Diligence, Venture Capital, Portfolio Management, Banking, Emerging Markets, Investments, Restructuring, LBO, Credit Risk, Finance, Loans, Funding, Management, Mergers, Structuring, Business Development
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA
The Johns Hopkins University 1983 — 1987
BA
Forest Hill High School 1980 — 1983
Weeks Junior High School 1977 — 1980
H.I.G. Capital October 2007 - Present
Genesis Corporation October 2004 - October 2007
Calyon S.A. (Credit Lyonnais) January 2004 - September 2004
Credit Lyonnais October 2002 - December 2003
UBS AG January 1996 - February 2002
UBS AG (Swiss Bank Corporation) July 1988 - December 1995
KPMG Peat Marwick 1986 - 1988
Skills
Private Equity, Capital Markets, Mergers & Acquisitions, Financial Structuring, Leveraged Finance, Investment Banking, Structured Finance, Credit, Due Diligence, Venture Capital, Portfolio Management, Banking, Emerging Markets, Investments, Restructuring, LBO, Credit Risk, Finance, Loans, Funding, Management, Mergers, Structuring, Business Development
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA
The Johns Hopkins University 1983 — 1987
BA
Forest Hill High School 1980 — 1983
Weeks Junior High School 1977 — 1980
Ed Ellis's KPMG Peat Marwick Experience February 1995 - December 1995
Job
Industry Computer Software
Experience
AS Software May 2013 - Present
Direct Energy September 2012 - February 2013
ITS - International Technology Solutions January 2012 - February 2012
The Linde Group May 2011 - November 2011
World Software Corporation September 2009 - March 2010
HP April 2004 - July 2009
Novadigm, Inc January 1996 - April 2004
KPMG Peat Marwick February 1995 - December 1995
H. W. Wilson Company October 1992 - January 1995
KPMG Peat Marwick August 1988 - June 1992
Skills
Microsoft SQL Server, Visual Studio, TCL, XML, C++, Scrum, .NET, Agile Methodologies, CVS, C, Configuration Management, REST, Databases, VB6, MVVM, Silverlight, Visual Basic, Software Engineering, Software Development, Test Automation, Operating Systems, Windows, SQL, Oracle, Architecture, Web Services, ASP.NET, C#, WCF, Software Design, Web Applications, Subversion, SSRS, WPF, Shell Scripting, Object Oriented Design, Design Patterns, VB.NET, SOA, AJAX, Architectures
Education
Set Focus 2011 — 2011
Syracuse University 1984 — 1988
BS
AS Software May 2013 - Present
Direct Energy September 2012 - February 2013
ITS - International Technology Solutions January 2012 - February 2012
The Linde Group May 2011 - November 2011
World Software Corporation September 2009 - March 2010
HP April 2004 - July 2009
Novadigm, Inc January 1996 - April 2004
KPMG Peat Marwick February 1995 - December 1995
H. W. Wilson Company October 1992 - January 1995
KPMG Peat Marwick August 1988 - June 1992
Skills
Microsoft SQL Server, Visual Studio, TCL, XML, C++, Scrum, .NET, Agile Methodologies, CVS, C, Configuration Management, REST, Databases, VB6, MVVM, Silverlight, Visual Basic, Software Engineering, Software Development, Test Automation, Operating Systems, Windows, SQL, Oracle, Architecture, Web Services, ASP.NET, C#, WCF, Software Design, Web Applications, Subversion, SSRS, WPF, Shell Scripting, Object Oriented Design, Design Patterns, VB.NET, SOA, AJAX, Architectures
Education
Set Focus 2011 — 2011
Syracuse University 1984 — 1988
BS
Alan Witty's KPMG Peat Marwick Experience 1996 - 1998
Job President and CEO at KShare, Inc.
Industry Internet
Experience
KShare, Inc. September 2006 - Present
Axia College 2006 - Present
Colorado Technical University 2005 - Present
Consulting 2001 - 2005
NetReliance 2000 - 2001
Ernst & Young 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Productivity Partners 1993 - 1996
City and County of San Francisco 1990 - 1993
Interconnect 1990 - 1990
Skills
Teaching, E-Learning, Strategic Planning, Higher Education, Public Speaking, Instructional Design, Curriculum Development, Project Management, Business Strategy, Staff Development, Critical Thinking, Research, Program Management, Strategy
Education
The George Washington University - School of Business 1984 — 1988
MBA, International Business and Finance
Stony Brook University 1982 — 1982
NA, Economics and Politics
University of the Pacific 1976 — 1980
BA, International Studies
KShare, Inc. September 2006 - Present
Axia College 2006 - Present
Colorado Technical University 2005 - Present
Consulting 2001 - 2005
NetReliance 2000 - 2001
Ernst & Young 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Productivity Partners 1993 - 1996
City and County of San Francisco 1990 - 1993
Interconnect 1990 - 1990
Skills
Teaching, E-Learning, Strategic Planning, Higher Education, Public Speaking, Instructional Design, Curriculum Development, Project Management, Business Strategy, Staff Development, Critical Thinking, Research, Program Management, Strategy
Education
The George Washington University - School of Business 1984 — 1988
MBA, International Business and Finance
Stony Brook University 1982 — 1982
NA, Economics and Politics
University of the Pacific 1976 — 1980
BA, International Studies
Joseph Corbett's KPMG Peat Marwick Experience 1982 - 1993
Job CFO in Communications, Services and Transportation Industries
Industry Defense & Space
Experience
US Postal Service February 2009 - Present
BearingPoint, Inc December 2004 - May 2005
Intelsat 1995 - 2004
KPMG 1984 - 1993
KPMG Peat Marwick 1982 - 1993
Skills
Mergers, Government Contracting, Managerial Finance, Sarbanes-Oxley Act, Executive Management, Financial Reporting, Accounting, Risk Management, Sarbanes-Oxley, Strategic Planning, Internal Controls, Process Improvement, Financial Modeling, Due Diligence, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Start-ups, Finance, Cash Management, Business Process..., SEC filings
Education
The George Washington University 1978 — 1982
BBA, Accounting
The George Washington University - School of Business 1978 — 1982
BBA, Accounting, with Honors, Accounting
US Postal Service February 2009 - Present
BearingPoint, Inc December 2004 - May 2005
Intelsat 1995 - 2004
KPMG 1984 - 1993
KPMG Peat Marwick 1982 - 1993
Skills
Mergers, Government Contracting, Managerial Finance, Sarbanes-Oxley Act, Executive Management, Financial Reporting, Accounting, Risk Management, Sarbanes-Oxley, Strategic Planning, Internal Controls, Process Improvement, Financial Modeling, Due Diligence, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Start-ups, Finance, Cash Management, Business Process..., SEC filings
Education
The George Washington University 1978 — 1982
BBA, Accounting
The George Washington University - School of Business 1978 — 1982
BBA, Accounting, with Honors, Accounting
Nick Wagner's KPMG Peat Marwick Experience June 1997 - March 1999
Job Portfolio Manager, Extranet Platforms at International Monetary Fund
Industry Banking
Experience
International Monetary Fund September 2011 - Present
International Monetary Fund (IMF) January 2001 - Present
Technicrew, LLP May 1998 - Present
Proxicom March 1999 - January 2001
KPMG Peat Marwick June 1997 - March 1999
Neoquest Technologies, Inc July 1995 - June 1997
Skills
Architecture, SOA, Programming, Application Development, SDLC, Program Management, SharePoint, Requirements Analysis, Integration, Project Management, Software Project..., Governance, IT Management, Web Services, .NET, XML, Software Development, Scrum, Security, IT Service Management, Testing, Requirements Gathering, Cloud Computing, SQL, Team Management, Microsoft SQL Server, Web Development, Management, Software Documentation, Agile Project Management, Enterprise Software, Oracle, Data Warehousing, User Interface Design, Information Technology, ITIL, Solution Architecture, Visio, Databases, Architectures
Education
The George Washington University - School of Business 2003 — 2005
MSIST, Computer Science
Virginia Wesleyan College 1987 — 1991
LAMP, Liberal Arts Management Program
International Monetary Fund September 2011 - Present
International Monetary Fund (IMF) January 2001 - Present
Technicrew, LLP May 1998 - Present
Proxicom March 1999 - January 2001
KPMG Peat Marwick June 1997 - March 1999
Neoquest Technologies, Inc July 1995 - June 1997
Skills
Architecture, SOA, Programming, Application Development, SDLC, Program Management, SharePoint, Requirements Analysis, Integration, Project Management, Software Project..., Governance, IT Management, Web Services, .NET, XML, Software Development, Scrum, Security, IT Service Management, Testing, Requirements Gathering, Cloud Computing, SQL, Team Management, Microsoft SQL Server, Web Development, Management, Software Documentation, Agile Project Management, Enterprise Software, Oracle, Data Warehousing, User Interface Design, Information Technology, ITIL, Solution Architecture, Visio, Databases, Architectures
Education
The George Washington University - School of Business 2003 — 2005
MSIST, Computer Science
Virginia Wesleyan College 1987 — 1991
LAMP, Liberal Arts Management Program
Barbara Prosser's KPMG Peat Marwick Experience July 1987 - January 1996
Job CEO at Effingham College & Career Academy
Industry Education Management
Experience
Effingham College & Career Academy 2011 - Present
Effingham Hospital and Care Center January 2010 - June 2012
Highland Rivers CSB December 2007 - November 2009
Georgia Department of Community Health March 1998 - June 2007
KPMG Peat Marwick July 1987 - January 1996
Skills
EHR, Healthcare, Change Management, Strategy, Medicaid, Management, EMR, Training, Executive Management, Medicare, Auditing, Health Information..., Managerial Finance, Consulting, Healthcare Information..., Leadership Development, Business Process
Education
The University of Georgia 1975 — 1981
EdD Doctorate of Education Administration, Business
University of Georgia - Terry College of Business 1974 — 1975
Masters of Accountancy (MACC), Accounting/Finance
University of West Georgia 1972 — 1974
BBA Bachelors of Business Administration, Accounting/Business Law
Effingham College & Career Academy 2011 - Present
Effingham Hospital and Care Center January 2010 - June 2012
Highland Rivers CSB December 2007 - November 2009
Georgia Department of Community Health March 1998 - June 2007
KPMG Peat Marwick July 1987 - January 1996
Skills
EHR, Healthcare, Change Management, Strategy, Medicaid, Management, EMR, Training, Executive Management, Medicare, Auditing, Health Information..., Managerial Finance, Consulting, Healthcare Information..., Leadership Development, Business Process
Education
The University of Georgia 1975 — 1981
EdD Doctorate of Education Administration, Business
University of Georgia - Terry College of Business 1974 — 1975
Masters of Accountancy (MACC), Accounting/Finance
University of West Georgia 1972 — 1974
BBA Bachelors of Business Administration, Accounting/Business Law
Christopher Cira's KPMG Peat Marwick Experience 1986 - 1991
Job CEO MTech Company
Industry Wholesale
Experience
MTech Company August 2007 - Present
The Tranzonic Companies September 1992 - July 2007
CCP Industries 1992 - 1998
Victoria Financial Corporation 1991 - 1992
KPMG Peat Marwick 1986 - 1991
Education
The Ohio State University 1982 — 1986
MTech Company August 2007 - Present
The Tranzonic Companies September 1992 - July 2007
CCP Industries 1992 - 1998
Victoria Financial Corporation 1991 - 1992
KPMG Peat Marwick 1986 - 1991
Education
The Ohio State University 1982 — 1986
D. Kathryn Listerman's KPMG Peat Marwick Experience 1979 - 1983
Job SVP, SEC Financial Reporting at Radian Group Inc.
Industry Financial Services
Experience
Radian Group Inc. December 2013 - Present
MARLIN BUSINESS SERVICES CORP June 2006 - December 2013
MBNA America Bank, N.A. 2003 - 2006
Fleet Capital Leasing (FCL) 2001 - 2003
Fleet Capital Leasing, Technology Finance (formerly Sanwa Leasing) 1996 - 2001
Great Lakes Bancorp 1983 - 1995
KPMG Peat Marwick 1979 - 1983
Skills
Financial Analysis, Accounting, Auditing, Finance, Internal Controls, Mergers & Acquisitions, SEC filings, Financial Accounting, General Ledger, US GAAP, Budgets, Banking, Strategic Financial..., Financial Services, Tax
Education
Tennessee Temple University 1975 — 1979
B.S., Accounting
CPA, State of Michigan
CPA
University of Michigan School of Business Administration
Program for Management Development: "Managing Critical Issues, ”
Radian Group Inc. December 2013 - Present
MARLIN BUSINESS SERVICES CORP June 2006 - December 2013
MBNA America Bank, N.A. 2003 - 2006
Fleet Capital Leasing (FCL) 2001 - 2003
Fleet Capital Leasing, Technology Finance (formerly Sanwa Leasing) 1996 - 2001
Great Lakes Bancorp 1983 - 1995
KPMG Peat Marwick 1979 - 1983
Skills
Financial Analysis, Accounting, Auditing, Finance, Internal Controls, Mergers & Acquisitions, SEC filings, Financial Accounting, General Ledger, US GAAP, Budgets, Banking, Strategic Financial..., Financial Services, Tax
Education
Tennessee Temple University 1975 — 1979
B.S., Accounting
CPA, State of Michigan
CPA
University of Michigan School of Business Administration
Program for Management Development: "Managing Critical Issues, ”
Ross Grahame's KPMG Peat Marwick Experience January 1987 - April 1990
Job PMP, QA/BCP expert
Industry Information Services
Experience
Pinetree Consulting Ltd. May 1990 - Present
CRISP Technologies Inc. 1990 - Present
Contemporary Security Canada November 2009 - 2010
AESO March 2008 - February 2009
CPR 1989 - 2001
KPMG Peat Marwick January 1987 - April 1990
Dome Petroleum December 1980 - April 1986
London Life April 1969 - November 1980
Skills
Test Strategy, User Acceptance Testing, Agile Methodologies, Project Planning, Test Planning, Regression Testing
Education
The University of British Columbia
Pinetree Consulting Ltd. May 1990 - Present
CRISP Technologies Inc. 1990 - Present
Contemporary Security Canada November 2009 - 2010
AESO March 2008 - February 2009
CPR 1989 - 2001
KPMG Peat Marwick January 1987 - April 1990
Dome Petroleum December 1980 - April 1986
London Life April 1969 - November 1980
Skills
Test Strategy, User Acceptance Testing, Agile Methodologies, Project Planning, Test Planning, Regression Testing
Education
The University of British Columbia
Gail Westervelt's KPMG Peat Marwick Experience August 1991 - December 1994
Job Director of Lending Services at GMAC Bank
Industry Financial Services
Experience
Rescap Liquidating Trust (fka GMAC Rescap) December 2012 - Present
Ally Bank (fka GMAC Bank) March 2009 - December 2012
GMAC Bank 2001 - 2009
GE Capital 1999 - 2001
GE Capital 1998 - 1999
GE Capital December 1994 - May 1998
KPMG Peat Marwick August 1991 - December 1994
Skills
Mortgage, Loans, Credit Risk, Risk Management, Compliance, Mortgage Lending, Mortgage Banking, Credit, Financial Analysis, Retail Banking, Financial Services, Credit Analysis, Financial Risk, Banking
Education
Temple University
Bachelor of Business Administration (BBA), Accounting
Cardinal O'Hara High School
Rescap Liquidating Trust (fka GMAC Rescap) December 2012 - Present
Ally Bank (fka GMAC Bank) March 2009 - December 2012
GMAC Bank 2001 - 2009
GE Capital 1999 - 2001
GE Capital 1998 - 1999
GE Capital December 1994 - May 1998
KPMG Peat Marwick August 1991 - December 1994
Skills
Mortgage, Loans, Credit Risk, Risk Management, Compliance, Mortgage Lending, Mortgage Banking, Credit, Financial Analysis, Retail Banking, Financial Services, Credit Analysis, Financial Risk, Banking
Education
Temple University
Bachelor of Business Administration (BBA), Accounting
Cardinal O'Hara High School
Alan Baker's KPMG Peat Marwick Experience December 1997 - October 1998
Job Enterprise Architect at CenseoHealth
Industry Computer Software
Experience
CenseoHealth September 2015 - Present
projekt202 October 2014 - Present
UnitedHealthcare StudentResources December 2008 - October 2014
ACT Teleconferencing January 2006 - December 2008
Hitachi Consulting August 2003 - December 2005
NewBridge Information Systems / Docucorp International October 2001 - August 2003
Tactica Technology Group May 2001 - October 2001
BSI Consulting October 1998 - February 2001
KPMG Peat Marwick December 1997 - October 1998
Skills
.NET, Microsoft SQL Server, Enterprise Architecture, Architecture, NServiceBus, Web Services, SOA, Agile Methodologies, C#, Messaging Architecture, Distributed Systems, MSMQ, RESTful WebServices, Test Driven Development, Domain Driven Design, Powershell, WCF, Continuous Integration, Enterprise Integration, NHibernate, IoC, ASP.NET, ASP.NET MVC, jQuery, jQuery Mobile, TeamCity, Subversion, CSS, HTML, Windows Server, IIS, DNS, JavaScript, Architectures, Visual Basic, Enterprise Software, Software Engineering, SDLC, Solution Architecture, SQL
Education
Texas A&M University - Mays Business School 1995 — 1997
BBA, Management Information Systems
CenseoHealth September 2015 - Present
projekt202 October 2014 - Present
UnitedHealthcare StudentResources December 2008 - October 2014
ACT Teleconferencing January 2006 - December 2008
Hitachi Consulting August 2003 - December 2005
NewBridge Information Systems / Docucorp International October 2001 - August 2003
Tactica Technology Group May 2001 - October 2001
BSI Consulting October 1998 - February 2001
KPMG Peat Marwick December 1997 - October 1998
Skills
.NET, Microsoft SQL Server, Enterprise Architecture, Architecture, NServiceBus, Web Services, SOA, Agile Methodologies, C#, Messaging Architecture, Distributed Systems, MSMQ, RESTful WebServices, Test Driven Development, Domain Driven Design, Powershell, WCF, Continuous Integration, Enterprise Integration, NHibernate, IoC, ASP.NET, ASP.NET MVC, jQuery, jQuery Mobile, TeamCity, Subversion, CSS, HTML, Windows Server, IIS, DNS, JavaScript, Architectures, Visual Basic, Enterprise Software, Software Engineering, SDLC, Solution Architecture, SQL
Education
Texas A&M University - Mays Business School 1995 — 1997
BBA, Management Information Systems
Barry Fink's KPMG Peat Marwick Experience 1979 - 1987
Job Partner at Margolies, Fink & Wichrowski
Industry Accounting
Experience
Margolies, Fink & Wichrowski June 1994 - Present
Margolies, Fink & Wichrowski, CPA 2002 - 2011
KPMG Peat Marwick 1979 - 1987
Stanley L Cohen & Co, CPA's 1973 - 1979
Skills
Accounting, Income Tax, Corporate Tax, US GAAP, Strategic Financial..., Financial Reporting, Internal Controls, Budgets, Estate Planning, Small Business, Auditing, Accounts Payable, Start-ups, Financial Analysis, Business Planning, Tax, Cash Flow, Management Consulting, Payroll, Mergers & Acquisitions, Financial Accounting, Account Reconciliation, Big 4, QuickBooks, CPA, General Ledger, Assurance, GAAP, Tax Preparation, International Tax, Due Diligence, Tax Accounting, Tax Advisory, Cash Management, SEC filings, Accounts Receivable, External Audit, Business Valuation, Financial Planning
Education
University of Miami - School of Business 1971 — 1973
Bachelor of Business Administration (BBA), Accounting
Stevens Institute of Technology 1968 — 1971
Chemistry
Margolies, Fink & Wichrowski June 1994 - Present
Margolies, Fink & Wichrowski, CPA 2002 - 2011
KPMG Peat Marwick 1979 - 1987
Stanley L Cohen & Co, CPA's 1973 - 1979
Skills
Accounting, Income Tax, Corporate Tax, US GAAP, Strategic Financial..., Financial Reporting, Internal Controls, Budgets, Estate Planning, Small Business, Auditing, Accounts Payable, Start-ups, Financial Analysis, Business Planning, Tax, Cash Flow, Management Consulting, Payroll, Mergers & Acquisitions, Financial Accounting, Account Reconciliation, Big 4, QuickBooks, CPA, General Ledger, Assurance, GAAP, Tax Preparation, International Tax, Due Diligence, Tax Accounting, Tax Advisory, Cash Management, SEC filings, Accounts Receivable, External Audit, Business Valuation, Financial Planning
Education
University of Miami - School of Business 1971 — 1973
Bachelor of Business Administration (BBA), Accounting
Stevens Institute of Technology 1968 — 1971
Chemistry
Thomas Dickason's KPMG Peat Marwick Experience 1996 - 1998
Job LOB CFO at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase April 2003 - Present
ABN AMRO Bank N.V. 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance
Western Michigan University
BBA, Accounting
JP Morgan Chase April 2003 - Present
ABN AMRO Bank N.V. 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance
Western Michigan University
BBA, Accounting
Leann Gilberg's KPMG Peat Marwick Experience September 1992 - September 1995
Job CFO at Idaho Humane Society
Industry Accounting
Experience
Idaho Humane Society December 2012 - Present
PCS Edventures September 2011 - December 2012
Resources Global Professionals March 2010 - September 2011
Independent Consultant for MWI Veterinary and M2E Power August 2005 - September 2009
Albertsons October 2003 - April 2005
KPMG US August 2002 - October 2003
Arthur Andersen September 1995 - August 2002
KPMG Peat Marwick September 1992 - September 1995
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing, CPA, Forecasting, Budgets, Strategic Planning, Process Improvement, Business Strategy, Leadership, Negotiation
Education
The University of Montana - School of Business Administration 1988 — 1992
Bachelor's degree, Accounting and Business/Management
Idaho Humane Society December 2012 - Present
PCS Edventures September 2011 - December 2012
Resources Global Professionals March 2010 - September 2011
Independent Consultant for MWI Veterinary and M2E Power August 2005 - September 2009
Albertsons October 2003 - April 2005
KPMG US August 2002 - October 2003
Arthur Andersen September 1995 - August 2002
KPMG Peat Marwick September 1992 - September 1995
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing, CPA, Forecasting, Budgets, Strategic Planning, Process Improvement, Business Strategy, Leadership, Negotiation
Education
The University of Montana - School of Business Administration 1988 — 1992
Bachelor's degree, Accounting and Business/Management
Steven Mastronardi's KPMG Peat Marwick Experience July 1973 - February 1976
Job Associate at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals January 2007 - Present
Fulcrum Global Partners March 2005 - March 2006
Wall Street Access October 2002 - March 2005
Merrill Lynch March 1983 - September 2002
Donalson Lufkin and Jenrette April 1976 - February 1983
KPMG Peat Marwick July 1973 - February 1976
Skills
Financial Analysis, Securities, Investments, Credit, Auditing, Tax, Hedge Funds, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 1969 — 1973
BS, Accounting
Resources Global Professionals January 2007 - Present
Fulcrum Global Partners March 2005 - March 2006
Wall Street Access October 2002 - March 2005
Merrill Lynch March 1983 - September 2002
Donalson Lufkin and Jenrette April 1976 - February 1983
KPMG Peat Marwick July 1973 - February 1976
Skills
Financial Analysis, Securities, Investments, Credit, Auditing, Tax, Hedge Funds, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 1969 — 1973
BS, Accounting
Bob Greenberger's KPMG Peat Marwick Experience October 1983 - December 1992
Job partner at HA&W
Industry Accounting
Experience
HA&W December 1995 - Present
BDO Seidman LLP December 1993 - December 1995
Habif, Arogeti & Wynne December 1992 - December 1993
KPMG Peat Marwick October 1983 - December 1992
Education
The University of Georgia 1976 — 1983
MAcc (Tax), Tax/Accounting
HA&W December 1995 - Present
BDO Seidman LLP December 1993 - December 1995
Habif, Arogeti & Wynne December 1992 - December 1993
KPMG Peat Marwick October 1983 - December 1992
Education
The University of Georgia 1976 — 1983
MAcc (Tax), Tax/Accounting
Garry Sobel's KPMG Peat Marwick Experience September 1986 - March 1989
Job Senior Vice President at Kaufman Realty Group
Industry Investment Management
Experience
Kaufman Realty Group July 2013 - Present
Scout Properties August 1994 - May 2015
Deutsche Bank Securities September 2011 - July 2013
Bernstein Global Wealth Management May 2009 - June 2011
AllianceBernstein May 2009 - June 2011
Avondale Capital August 2002 - May 2009
Sevista Technologies January 2001 - January 2002
Outweb September 1999 - October 2000
Portman Companies March 1989 - August 1994
KPMG Peat Marwick September 1986 - March 1989
Skills
Wealth Management, Financial Services, Strategy, Asset Allocation, Market Research, Business Development, Sales, Asset Managment, Estate Planning, Financial Advisory, Finance, Due Diligence, Real Estate Economics, Asset Management, Investment Strategies, Financial Analysis, Investment Properties, Commercial Real Estate, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Investments, Real Estate, Management, Real Estate Development
Education
The Ohio State University 1981 — 1986
B.S. - Bus Adm, Marketing & Accounting - double major
Kaufman Realty Group July 2013 - Present
Scout Properties August 1994 - May 2015
Deutsche Bank Securities September 2011 - July 2013
Bernstein Global Wealth Management May 2009 - June 2011
AllianceBernstein May 2009 - June 2011
Avondale Capital August 2002 - May 2009
Sevista Technologies January 2001 - January 2002
Outweb September 1999 - October 2000
Portman Companies March 1989 - August 1994
KPMG Peat Marwick September 1986 - March 1989
Skills
Wealth Management, Financial Services, Strategy, Asset Allocation, Market Research, Business Development, Sales, Asset Managment, Estate Planning, Financial Advisory, Finance, Due Diligence, Real Estate Economics, Asset Management, Investment Strategies, Financial Analysis, Investment Properties, Commercial Real Estate, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Investments, Real Estate, Management, Real Estate Development
Education
The Ohio State University 1981 — 1986
B.S. - Bus Adm, Marketing & Accounting - double major
Abdul Fouzi CISSP's KPMG Peat Marwick Experience June 1998 - October 1998
Job IT Security Specialist at Internal Revenue Service
Industry Computer & Network Security
Experience
Internal Revenue Service October 2012 - Present
Deloitte & Touche September 2007 - October 2012
Cybertrust February 2005 - August 2007
AOL April 2003 - February 2005
Pricewaterhouse Coopers June 2001 - September 2002
Orblynx February 2000 - May 2001
Lockheed Martin August 1999 - February 2000
Baltimore Gas & Electric December 1998 - August 1999
KPMG Peat Marwick June 1998 - October 1998
A&T Systems Inc. August 1997 - May 1998
Skills
Information Security..., CISSP, Information Security, Identity Management, Security, Application Security, Business Continuity, Enterprise Risk..., Computer Forensics, Governance, Information Technology, Vulnerability Management, Network Security, Networking, CISM, Security Audits, Computer Security, Information Assurance, Solution Architecture, Security Awareness, Risk Assessment, Security Architecture..., Disaster Recovery, IT Management
Education
The George Washington University 2002 — 2003
Masters of Science, Information Systems Technology
University of Maryland Baltimore County 1992 — 1998
Bachelor of Science, Information Systems
Internal Revenue Service October 2012 - Present
Deloitte & Touche September 2007 - October 2012
Cybertrust February 2005 - August 2007
AOL April 2003 - February 2005
Pricewaterhouse Coopers June 2001 - September 2002
Orblynx February 2000 - May 2001
Lockheed Martin August 1999 - February 2000
Baltimore Gas & Electric December 1998 - August 1999
KPMG Peat Marwick June 1998 - October 1998
A&T Systems Inc. August 1997 - May 1998
Skills
Information Security..., CISSP, Information Security, Identity Management, Security, Application Security, Business Continuity, Enterprise Risk..., Computer Forensics, Governance, Information Technology, Vulnerability Management, Network Security, Networking, CISM, Security Audits, Computer Security, Information Assurance, Solution Architecture, Security Awareness, Risk Assessment, Security Architecture..., Disaster Recovery, IT Management
Education
The George Washington University 2002 — 2003
Masters of Science, Information Systems Technology
University of Maryland Baltimore County 1992 — 1998
Bachelor of Science, Information Systems
Dan Lamont's KPMG Peat Marwick Experience January 1988 - August 1990
Job Business Intelligence\eCommerce Lead at Nielsen
Industry Information Services
Experience
The Nielsen Company July 2014 - Present
Nielsen Company January 2013 - Present
Forest Laboratories January 2012 - December 2012
Atlantic Health December 2011 - June 2012
Merck November 2009 - November 2011
Schering-Plough Pharmaceuticals January 1999 - November 2009
Strategic Edge Communications, Inc. 2004 - 2005
BOC Gases February 1997 - January 1999
Schering-Plough August 1990 - February 1997
KPMG Peat Marwick January 1988 - August 1990
Skills
Cross-functional Team..., Project Management, Business Intelligence, Business Analysis, Strategy, Management, Business Process..., SDLC, Process Improvement, Analytics, Vendor Management, IT Strategy, Consulting
Education
Stevens Institute of Technology 2009 — 2010
Masters Certificate, Healthcare IT Management
IT Business Leadership Academy
Fairleigh Dickinson University-Florham Campus 1992 — 1996
MBA, Finance
Westfield State College
B.S, Computer Science
Natick High School
The Nielsen Company July 2014 - Present
Nielsen Company January 2013 - Present
Forest Laboratories January 2012 - December 2012
Atlantic Health December 2011 - June 2012
Merck November 2009 - November 2011
Schering-Plough Pharmaceuticals January 1999 - November 2009
Strategic Edge Communications, Inc. 2004 - 2005
BOC Gases February 1997 - January 1999
Schering-Plough August 1990 - February 1997
KPMG Peat Marwick January 1988 - August 1990
Skills
Cross-functional Team..., Project Management, Business Intelligence, Business Analysis, Strategy, Management, Business Process..., SDLC, Process Improvement, Analytics, Vendor Management, IT Strategy, Consulting
Education
Stevens Institute of Technology 2009 — 2010
Masters Certificate, Healthcare IT Management
IT Business Leadership Academy
Fairleigh Dickinson University-Florham Campus 1992 — 1996
MBA, Finance
Westfield State College
B.S, Computer Science
Natick High School
Elizabeth Cohen's KPMG Peat Marwick Experience March 1994 - June 1996
Job Director of Innovation at Paris Presents, Inc.
Industry Consumer Goods
Experience
Paris Presents, Inc June 2011 - Present
Sara Lee January 2009 - May 2011
Pepsico Chicago January 2004 - January 2009
Pepsico/QTG 2004 - January 2009
Quaker Oats 2000 - 2009
PepsiCo 2002 - 2004
Quaker Foods April 2000 - January 2002
Kraft Foods 1998 - 2000
KPMG Peat Marwick March 1994 - June 1996
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Marketing and Strategy
University of Michigan 1988 — 1992
BA, English
Paris Presents, Inc June 2011 - Present
Sara Lee January 2009 - May 2011
Pepsico Chicago January 2004 - January 2009
Pepsico/QTG 2004 - January 2009
Quaker Oats 2000 - 2009
PepsiCo 2002 - 2004
Quaker Foods April 2000 - January 2002
Kraft Foods 1998 - 2000
KPMG Peat Marwick March 1994 - June 1996
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Marketing and Strategy
University of Michigan 1988 — 1992
BA, English
Nicholas Boicheff's KPMG Peat Marwick Experience January 1988 - December 1991
Job Controller & CIO at Ferman Management Services
Industry Automotive
Experience
Ferman Management Services April 1998 - Present
The Moorings January 1992 - March 1997
KPMG Peat Marwick January 1988 - December 1991
Education
The Ohio State University Fisher College of Business 1984 — 1987
Fairfield HS
Ferman Management Services April 1998 - Present
The Moorings January 1992 - March 1997
KPMG Peat Marwick January 1988 - December 1991
Education
The Ohio State University Fisher College of Business 1984 — 1987
Fairfield HS
Jim Shay's KPMG Peat Marwick Experience December 1985 - June 1992
Job Senior Executive│Chief Financial Officer│Investor Relations│Board Leadership│Corporate Governance
Industry Utilities
Experience
Great Plains Energy July 2010 - Present
Northern Power Systems, Inc. November 2008 - July 2010
Frontier Investment Banc Corporation July 2007 - October 2008
Machine Laboratory LLC September 2006 - June 2007
General Electric Co. Environmental Services August 2004 - September 2006
BHA Group Holdings, Inc. (acquired by General Electric in 2004) June 1992 - August 2004
KPMG Peat Marwick December 1985 - June 1992
Skills
Mergers & Acquisitions, Acquisition Integration, Investor Presentations, Capital Raising, Capital Markets, P&L Management, Strategic Planning, Strategy Execution, Investor Relations, Board Leadership, Startup Environments, Turnaround Strategy, Growth Management, Change Management, Restructuring, Earnings Growth, Shareholder Value, IT and Infrastructure..., Leadership Development, Coaching & Mentoring, Relationship Management, Public Sector, Private Sector, Business Transformation, Global Strategy, Executive Financial..., Internal Audit, Risk Management, Financial Planning, Performance Measurement, Cost Control, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Leadership, Financial Modeling, Project Management, Financial Reporting, Negotiation, Management, Mergers, Contract Negotiation, Sales, Budgets, Process Improvement, Accounting, Strategy
Education
University of Kansas 1982 — 1985
Great Plains Energy July 2010 - Present
Northern Power Systems, Inc. November 2008 - July 2010
Frontier Investment Banc Corporation July 2007 - October 2008
Machine Laboratory LLC September 2006 - June 2007
General Electric Co. Environmental Services August 2004 - September 2006
BHA Group Holdings, Inc. (acquired by General Electric in 2004) June 1992 - August 2004
KPMG Peat Marwick December 1985 - June 1992
Skills
Mergers & Acquisitions, Acquisition Integration, Investor Presentations, Capital Raising, Capital Markets, P&L Management, Strategic Planning, Strategy Execution, Investor Relations, Board Leadership, Startup Environments, Turnaround Strategy, Growth Management, Change Management, Restructuring, Earnings Growth, Shareholder Value, IT and Infrastructure..., Leadership Development, Coaching & Mentoring, Relationship Management, Public Sector, Private Sector, Business Transformation, Global Strategy, Executive Financial..., Internal Audit, Risk Management, Financial Planning, Performance Measurement, Cost Control, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Leadership, Financial Modeling, Project Management, Financial Reporting, Negotiation, Management, Mergers, Contract Negotiation, Sales, Budgets, Process Improvement, Accounting, Strategy
Education
University of Kansas 1982 — 1985
Jeff Kraut's KPMG Peat Marwick Experience 1983 - 1986
Job Senior Vice President, Strategy & Business Informatics
Industry Hospital & Health Care
Experience
Hofstra North Shore-LIJ School of Medicine 2008 - Present
North Shore LIJ Health System 1994 - Present
Long Island Jewish Medical Center 1995 - 1997
SUNY Downstate Medical Center 1986 - 1995
KPMG Peat Marwick 1983 - 1986
RMR Health Consultants 1979 - 1983
Montefiore Medical Center 1977 - 1979
Skills
Healthcare, Program Development, Policy, Public Health, Hospitals, Strategic Planning, Research, Healthcare Management, Revenue Cycle, Healthcare Consulting, Health Policy, Managed Care, Physician Relations, Project Planning, Healthcare Information..., EMR, Marketing, EHR, Physicians, Clinical Research
Education
Baruch College- Mount Sinai School of Medicine 1979 — 1981
MBA, Health Care Management
Stony Brook University 1973 — 1977
BA, Psychology
Hofstra North Shore-LIJ School of Medicine 2008 - Present
North Shore LIJ Health System 1994 - Present
Long Island Jewish Medical Center 1995 - 1997
SUNY Downstate Medical Center 1986 - 1995
KPMG Peat Marwick 1983 - 1986
RMR Health Consultants 1979 - 1983
Montefiore Medical Center 1977 - 1979
Skills
Healthcare, Program Development, Policy, Public Health, Hospitals, Strategic Planning, Research, Healthcare Management, Revenue Cycle, Healthcare Consulting, Health Policy, Managed Care, Physician Relations, Project Planning, Healthcare Information..., EMR, Marketing, EHR, Physicians, Clinical Research
Education
Baruch College- Mount Sinai School of Medicine 1979 — 1981
MBA, Health Care Management
Stony Brook University 1973 — 1977
BA, Psychology
Tommy James's KPMG Peat Marwick Experience 1987 - 1989
Job Chief Financial Officer at Bedrock Manufacturing
Industry Retail
Experience
Bedrock Manufacturing April 2013 - Present
Radio Advantage January 2011 - April 2013
Jayhawk Media LLC January 2011 - April 2013
Lone Star Steakhouse/Texas Land & Cattle Steak House October 2008 - May 2009
Coldwater Creek May 2002 - September 2008
American Italian Pasta Company 1997 - 2001
BHA Group Inc. 1995 - 1997
Seaboard Corporation 1989 - 1995
KPMG Peat Marwick 1987 - 1989
KPMG 1987 - 1989
Skills
Forecasting, Financial Reporting, Budgets, Income Statement, Succession Planning, Strategic Planning, Team Building, Retail, Strategic Financial..., Profit, Merchandising, Inventory Management, Management, Leadership, Time Management, Finance, Process Improvement, Business Strategy, Accounting, Cross-functional Team...
Education
The University of Kansas 1982 — 1987
BS, Business Administration and Accounting
Bedrock Manufacturing April 2013 - Present
Radio Advantage January 2011 - April 2013
Jayhawk Media LLC January 2011 - April 2013
Lone Star Steakhouse/Texas Land & Cattle Steak House October 2008 - May 2009
Coldwater Creek May 2002 - September 2008
American Italian Pasta Company 1997 - 2001
BHA Group Inc. 1995 - 1997
Seaboard Corporation 1989 - 1995
KPMG Peat Marwick 1987 - 1989
KPMG 1987 - 1989
Skills
Forecasting, Financial Reporting, Budgets, Income Statement, Succession Planning, Strategic Planning, Team Building, Retail, Strategic Financial..., Profit, Merchandising, Inventory Management, Management, Leadership, Time Management, Finance, Process Improvement, Business Strategy, Accounting, Cross-functional Team...
Education
The University of Kansas 1982 — 1987
BS, Business Administration and Accounting
Bob Eveleigh's KPMG Peat Marwick Experience 1981 - 1985
Job Chief Operating Officer at Anders Williams Trucking Company dba Port City Transportation
Industry Transportation/Trucking/Railroad
Experience
Marine Oil Service, Inc. January 2010 - Present
Anders Williams Trucking Company dba Port City Transportation January 2010 - Present
Monarch Bank 2000 - Present
Lillian Vernon November 2006 - December 2009
C. Lloyd Johnson Company, Inc. October 2002 - November 2006
Metro Information Services 1997 - March 2002
KPMG Peat Marwick 1981 - 1985
Skills
Forecasting, Budgets, Process Improvement, Strategic Planning, Managerial Finance, Internal Controls, Analysis, Management Consulting, Due Diligence, Team Building, Financial Reporting, Payroll, Change Management, Mergers, Accounting, SEC, Business Strategy, Human Resources, Cash Management, Executive Management, Business Planning, Maritime, Management, Finance, Mergers & Acquisitions, Auditing, Operations Management, Transportation, Financial Analysis, Leadership, Logistics, Ports, Container, Freight, Restructuring, Contract Negotiation, Strategy, Negotiation, P&L Management, Transportation..., Pricing, Start-ups, Trucking, Risk Management, Supply Chain, Supply Chain Management, International Shipping, Shipping, Ocean
Education
The College of William and Mary - Marshall Wythe Law School 1985 — 1988
JD, Law
University of Richmond - Robins School of Business 1977 — 1981
BSBA, Accounting
Marine Oil Service, Inc. January 2010 - Present
Anders Williams Trucking Company dba Port City Transportation January 2010 - Present
Monarch Bank 2000 - Present
Lillian Vernon November 2006 - December 2009
C. Lloyd Johnson Company, Inc. October 2002 - November 2006
Metro Information Services 1997 - March 2002
KPMG Peat Marwick 1981 - 1985
Skills
Forecasting, Budgets, Process Improvement, Strategic Planning, Managerial Finance, Internal Controls, Analysis, Management Consulting, Due Diligence, Team Building, Financial Reporting, Payroll, Change Management, Mergers, Accounting, SEC, Business Strategy, Human Resources, Cash Management, Executive Management, Business Planning, Maritime, Management, Finance, Mergers & Acquisitions, Auditing, Operations Management, Transportation, Financial Analysis, Leadership, Logistics, Ports, Container, Freight, Restructuring, Contract Negotiation, Strategy, Negotiation, P&L Management, Transportation..., Pricing, Start-ups, Trucking, Risk Management, Supply Chain, Supply Chain Management, International Shipping, Shipping, Ocean
Education
The College of William and Mary - Marshall Wythe Law School 1985 — 1988
JD, Law
University of Richmond - Robins School of Business 1977 — 1981
BSBA, Accounting
Joann Seuser's KPMG Peat Marwick Experience June 1980 - March 1997
Job Commercial Advisor at Cobalt International Energy
Industry Mining & Metals
Experience
Cobalt International Energy July 2012 - Present
Cobalt International Energy February 2012 - June 2012
Devon Energy April 2003 - August 2011
Ocean Energy, Inc. March 1999 - April 2003
Seagull Energy Corporation March 1997 - March 1999
KPMG Peat Marwick June 1980 - March 1997
Skills
Oil, Energy, Budgeting, Forecasting, Planning, Reporting & Analysis, Financial Reporting, Sarbanes-Oxley Act, Reserves, Oil & Gas Industry, Financial Analysis, Process Improvement, Budgets, Gas, Natural Gas, Due Diligence, Petroleum, Project Planning, Change Management, Upstream, Energy Industry, Analysis
Education
Texas A&M University 1976 — 1980
BBA
Cobalt International Energy July 2012 - Present
Cobalt International Energy February 2012 - June 2012
Devon Energy April 2003 - August 2011
Ocean Energy, Inc. March 1999 - April 2003
Seagull Energy Corporation March 1997 - March 1999
KPMG Peat Marwick June 1980 - March 1997
Skills
Oil, Energy, Budgeting, Forecasting, Planning, Reporting & Analysis, Financial Reporting, Sarbanes-Oxley Act, Reserves, Oil & Gas Industry, Financial Analysis, Process Improvement, Budgets, Gas, Natural Gas, Due Diligence, Petroleum, Project Planning, Change Management, Upstream, Energy Industry, Analysis
Education
Texas A&M University 1976 — 1980
BBA
Bill Meeker's KPMG Peat Marwick Experience July 1985 - November 1990
Job Certified Public Accountant
Industry Accounting
Experience
Bill Meeker CPA December 2010 - Present
Ticketmaster March 2004 - March 2010
Ticketmaster September 2000 - March 2004
Hilton Grand Vacations December 1995 - October 1999
Central Florida Investments November 1990 - July 1995
KPMG Peat Marwick July 1985 - November 1990
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, SEC filings, Financial Reporting, GAAP, General Ledger, Auditing, Internal Audit, Sarbanes-Oxley, Revenue Recognition, Financial Analysis, Cash Flow, Managerial Finance, Forecasting, Financial Modeling, Finance, Enterprise Risk..., Budgets, Mergers & Acquisitions, Due Diligence, SAP, Corporate Finance
Education
Stetson University 1980 — 1985
Bachelor of Business Administration, Accounting
Bill Meeker CPA December 2010 - Present
Ticketmaster March 2004 - March 2010
Ticketmaster September 2000 - March 2004
Hilton Grand Vacations December 1995 - October 1999
Central Florida Investments November 1990 - July 1995
KPMG Peat Marwick July 1985 - November 1990
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, SEC filings, Financial Reporting, GAAP, General Ledger, Auditing, Internal Audit, Sarbanes-Oxley, Revenue Recognition, Financial Analysis, Cash Flow, Managerial Finance, Forecasting, Financial Modeling, Finance, Enterprise Risk..., Budgets, Mergers & Acquisitions, Due Diligence, SAP, Corporate Finance
Education
Stetson University 1980 — 1985
Bachelor of Business Administration, Accounting
Alison Barresi's KPMG Peat Marwick Experience 1981 - 1988
Job Senior Manager at Crowe Horwath LLP
Industry Accounting
Experience
Home Senior ManagerCrowe Horwath LLPMarch 2009 - December 2014
Retired April 2008 - March 2009
RSM McGladrey August 2002 - April 2008
CBIZ MHM, LLC January 1991 - August 1999
Belden & Blake, Inc. May 1988 - January 1991
KPMG Peat Marwick 1981 - 1988
Education
Aurora High School
The University of Akron
MT, Taxation
The University of Akron
BS, Accounting
Home Senior ManagerCrowe Horwath LLPMarch 2009 - December 2014
Retired April 2008 - March 2009
RSM McGladrey August 2002 - April 2008
CBIZ MHM, LLC January 1991 - August 1999
Belden & Blake, Inc. May 1988 - January 1991
KPMG Peat Marwick 1981 - 1988
Education
Aurora High School
The University of Akron
MT, Taxation
The University of Akron
BS, Accounting
Gary R. Allen's KPMG Peat Marwick Experience 1981 - 1984
Job CFO at Moncrief Oil
Industry Oil & Energy
Experience
Moncrief Oil March 2005 - Present
Sulphur River Exploration, Inc. 2003 - 2005
Regal Aviation, LLC 2000 - 2003
Highland Energy Company 1990 - 2000
KPMG Peat Marwick 1981 - 1984
Skills
Due Diligence, Financial Reporting, Private Equity, Accounting, Corporate Finance, SEC filings, Managerial Finance, Mergers, Financial Analysis, Financial Modeling, Forecasting, Investor Relations, Internal Controls, M&A experience, Sarbanes-Oxley Act, Valuation, Restructuring, Tax, Venture Capital, Budgets, Financial Statements, Internal Audit, GAAP, Business Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Finance
Texas State University 1975 — 1979
BBA, Finance and Accounting
Moncrief Oil March 2005 - Present
Sulphur River Exploration, Inc. 2003 - 2005
Regal Aviation, LLC 2000 - 2003
Highland Energy Company 1990 - 2000
KPMG Peat Marwick 1981 - 1984
Skills
Due Diligence, Financial Reporting, Private Equity, Accounting, Corporate Finance, SEC filings, Managerial Finance, Mergers, Financial Analysis, Financial Modeling, Forecasting, Investor Relations, Internal Controls, M&A experience, Sarbanes-Oxley Act, Valuation, Restructuring, Tax, Venture Capital, Budgets, Financial Statements, Internal Audit, GAAP, Business Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Finance
Texas State University 1975 — 1979
BBA, Finance and Accounting
Larry Mustard's KPMG Peat Marwick Experience 1978 - 1989
Job Vice President Controller at MedPlus, Inc. A Quest Diagnostics Company
Industry Computer Software
Experience
CH Mack, Inc. Vice President ControllerMedPlus, Inc. A Quest Diagnostics CompanyJune 2010 - Present
MedPlus 2010 - Present
Chatfield College 2009 - Present
CH Mack & Associates 2007 - 2010
C. H. Mack 2007 - 2010
JFPS Group 2006 - 2007
YMCA of Greater Cincinnati February 2002 - December 2006
Synchrony Communication 2000 - 2002
CBS Personnel 1996 - 1997
KPMG Peat Marwick 1978 - 1989
Education
Ohio State University
CH Mack, Inc. Vice President ControllerMedPlus, Inc. A Quest Diagnostics CompanyJune 2010 - Present
MedPlus 2010 - Present
Chatfield College 2009 - Present
CH Mack & Associates 2007 - 2010
C. H. Mack 2007 - 2010
JFPS Group 2006 - 2007
YMCA of Greater Cincinnati February 2002 - December 2006
Synchrony Communication 2000 - 2002
CBS Personnel 1996 - 1997
KPMG Peat Marwick 1978 - 1989
Education
Ohio State University
VIM GOYAL's KPMG Peat Marwick Experience January 1987 - March 1988
Job CPA
Industry Wholesale
Experience
mitsubishi international corporation November 1995 - Present
Galeries Lafayette June 1991 - October 1995
J. C. Penney Realty Inc. January 1989 - May 1991
KPMG Peat Marwick January 1987 - March 1988
Skills
Accounting, Budgets, Inventory Management, Forecasting, Financial Reporting, Retail, Strategic Planning, Financial Analysis, Microsoft Excel, QuickBooks, Sales, Auditing, Customer Service, Purchasing, Wholesale
Education
The University of New Mexico 1984 — 1986
MBA, BUSINESS
mitsubishi international corporation November 1995 - Present
Galeries Lafayette June 1991 - October 1995
J. C. Penney Realty Inc. January 1989 - May 1991
KPMG Peat Marwick January 1987 - March 1988
Skills
Accounting, Budgets, Inventory Management, Forecasting, Financial Reporting, Retail, Strategic Planning, Financial Analysis, Microsoft Excel, QuickBooks, Sales, Auditing, Customer Service, Purchasing, Wholesale
Education
The University of New Mexico 1984 — 1986
MBA, BUSINESS
Kathy Sainas's KPMG Peat Marwick Experience 1987 - 1990
Job Principal at Sainas Consult Inc.
Industry Management Consulting
Experience
Sainas Consult Inc. 2005 - Present
Western Management Consultants 1990 - 2005
KPMG Peat Marwick 1987 - 1990
Skills
Management, Deferred Compensation, Strategy, Policy, Program Management, Project Planning, Strategic Planning, Management Consulting
Education
The University of British Columbia 1982 — 1984
MBA
University of British Columbia
Bachelor of Arts (BA)
Sainas Consult Inc. 2005 - Present
Western Management Consultants 1990 - 2005
KPMG Peat Marwick 1987 - 1990
Skills
Management, Deferred Compensation, Strategy, Policy, Program Management, Project Planning, Strategic Planning, Management Consulting
Education
The University of British Columbia 1982 — 1984
MBA
University of British Columbia
Bachelor of Arts (BA)
Robb Hurst's KPMG Peat Marwick Experience January 1991 - May 1992
Job President at Hurst Wealth Advisors, PC
Industry Accounting
Experience
Hurst & Hurst CPAs, LLC May 1992 - Present
Payroll South, LLC January 2015 - Present
Hurst Wealth Advisors, PC January 2015 - Present
KPMG Peat Marwick January 1991 - May 1992
KPMG US January 1991 - May 1992
Skills
Income Tax, Tax Preparation, Financial Reporting, Accounting, Tax, QuickBooks, Payroll Taxes, Budgets, Small Business, Forecasting, Tax Returns, CPA, Financial Analysis, Sales Tax, Corporate Tax, Accounts Payable, Tax Accounting, Financial Statements, Start-ups, Financial Accounting, Bookkeeping, General Ledger, Strategic Financial..., Cash Flow, Preparation, Payroll, Account Reconciliation, Financial Planning, Peer Reviews
Education
The University of Georgia 1989 — 1990
Master's Degree, Accounting
University of Georgia - Terry College of Business 1985 — 1989
BBA, Accounting
South Georgia College 1985 — 1986
Hurst & Hurst CPAs, LLC May 1992 - Present
Payroll South, LLC January 2015 - Present
Hurst Wealth Advisors, PC January 2015 - Present
KPMG Peat Marwick January 1991 - May 1992
KPMG US January 1991 - May 1992
Skills
Income Tax, Tax Preparation, Financial Reporting, Accounting, Tax, QuickBooks, Payroll Taxes, Budgets, Small Business, Forecasting, Tax Returns, CPA, Financial Analysis, Sales Tax, Corporate Tax, Accounts Payable, Tax Accounting, Financial Statements, Start-ups, Financial Accounting, Bookkeeping, General Ledger, Strategic Financial..., Cash Flow, Preparation, Payroll, Account Reconciliation, Financial Planning, Peer Reviews
Education
The University of Georgia 1989 — 1990
Master's Degree, Accounting
University of Georgia - Terry College of Business 1985 — 1989
BBA, Accounting
South Georgia College 1985 — 1986
Dana Shankle's KPMG Peat Marwick Experience January 1997 - March 1998
Job Director of Finance at Hope Presbyterian Church
Industry Religious Institutions
Experience
Hope Presbyterian Church September 2007 - Present
CB Richard Ellis January 2007 - September 2007
Trammell Crow Company March 1998 - January 2007
KPMG Peat Marwick January 1997 - March 1998
Wright Medical Technology January 1994 - January 1997
Wright Medical Technology 1993 - 1996
BDO USA, LLP September 1990 - January 1994
BDO USA, LLP September 1989 - August 1990
Skills
Accounting, Auditing, Budgets, Internal Controls, Financial Reporting, Finance, Variance Analysis, GAAP, Sarbanes-Oxley Act
Education
The University of Memphis 1986 — 1990
BBA, Accounting
Hope Presbyterian Church September 2007 - Present
CB Richard Ellis January 2007 - September 2007
Trammell Crow Company March 1998 - January 2007
KPMG Peat Marwick January 1997 - March 1998
Wright Medical Technology January 1994 - January 1997
Wright Medical Technology 1993 - 1996
BDO USA, LLP September 1990 - January 1994
BDO USA, LLP September 1989 - August 1990
Skills
Accounting, Auditing, Budgets, Internal Controls, Financial Reporting, Finance, Variance Analysis, GAAP, Sarbanes-Oxley Act
Education
The University of Memphis 1986 — 1990
BBA, Accounting
Karen Leonard's KPMG Peat Marwick Experience January 1985 - October 1987
Job Experienced Tax CPA
Industry Accounting
Experience
McCall Scanlon & Tice, LLC November 2010 - Present
Hebb & Company LLC December 2009 - July 2010
Grossman Yanak & Ford LLP January 2009 - December 2009
LedgerPlus November 1994 - December 2008
Stancil & CO November 1991 - September 1994
Pashke Twargowski & Lee November 1988 - October 1991
KPMG Peat Marwick January 1985 - October 1987
Skills
Auditing, Business Valuation, Financial Reporting, QuickBooks, Tax Preparation, Financial Analysis, Litigation Support, Income Tax, Corporate Tax, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
McCall Scanlon & Tice, LLC November 2010 - Present
Hebb & Company LLC December 2009 - July 2010
Grossman Yanak & Ford LLP January 2009 - December 2009
LedgerPlus November 1994 - December 2008
Stancil & CO November 1991 - September 1994
Pashke Twargowski & Lee November 1988 - October 1991
KPMG Peat Marwick January 1985 - October 1987
Skills
Auditing, Business Valuation, Financial Reporting, QuickBooks, Tax Preparation, Financial Analysis, Litigation Support, Income Tax, Corporate Tax, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Louise Metzger's KPMG Peat Marwick Experience 1989 - 1990
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup August 2011 - Present
Allianz Global Investors November 2009 - April 2011
JPMorgan Chase November 1999 - August 2008
CENTRAL PROGRAMMING SYSTEMS, INC., New York, NY August 1998 - November 1999
TECHSTAR INTEGRATION SERVICES, New York, NY October 1997 - August 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS INC., New York, NY January 1990 - September 1997
KPMG Peat Marwick 1989 - 1990
Skills
Business Continuity, Supplier Risk Management, SharePoint Designer, Global Strategy, Business Resilience, Risk Management, Project Management, Information Security, Management, Business Analysis, Program Management, Business Continuity..., Vendor Management, SharePoint, Disaster Recovery, Information Security..., IT Strategy, PMO, Project Portfolio..., ITIL, Business Process, IT Management, Software Documentation, IT Operations, Crisis Management, Governance, SDLC, Information Technology, Enterprise Architecture, Business Process..., PMP, Data Center, Outsourcing, Financial Services, Financial Risk, Infrastructure, Business Process..., Business Transformation
Education
The Sage Colleges - Russell Sage College 1974 — 1978
BA, Mathematics and Economics
Citigroup August 2011 - Present
Allianz Global Investors November 2009 - April 2011
JPMorgan Chase November 1999 - August 2008
CENTRAL PROGRAMMING SYSTEMS, INC., New York, NY August 1998 - November 1999
TECHSTAR INTEGRATION SERVICES, New York, NY October 1997 - August 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS Corporation 1990 - 1998
CBS INC., New York, NY January 1990 - September 1997
KPMG Peat Marwick 1989 - 1990
Skills
Business Continuity, Supplier Risk Management, SharePoint Designer, Global Strategy, Business Resilience, Risk Management, Project Management, Information Security, Management, Business Analysis, Program Management, Business Continuity..., Vendor Management, SharePoint, Disaster Recovery, Information Security..., IT Strategy, PMO, Project Portfolio..., ITIL, Business Process, IT Management, Software Documentation, IT Operations, Crisis Management, Governance, SDLC, Information Technology, Enterprise Architecture, Business Process..., PMP, Data Center, Outsourcing, Financial Services, Financial Risk, Infrastructure, Business Process..., Business Transformation
Education
The Sage Colleges - Russell Sage College 1974 — 1978
BA, Mathematics and Economics
Janelle Varner's KPMG Peat Marwick Experience May 1989 - October 1991
Job Controller at Applied Research Associates, Inc.
Industry Research
Experience
Applied Research Associates, Inc. October 2007 - Present
Eclipse Aviation July 2004 - September 2007
SBS Technologies, Inc. October 1991 - July 2004
KPMG Peat Marwick May 1989 - October 1991
Skills
Financial Reporting, CPA, Managerial Finance, Government Contracting, Revenue Recognition, SEC filings, GAAP, Financial Analysis, Cost Accounting, Sarbanes-Oxley Act, Internal Controls, Acquisition Integration, Auditing
Education
The University of New Mexico - Robert O. Anderson School of Management 1985 — 1989
BBA
Applied Research Associates, Inc. October 2007 - Present
Eclipse Aviation July 2004 - September 2007
SBS Technologies, Inc. October 1991 - July 2004
KPMG Peat Marwick May 1989 - October 1991
Skills
Financial Reporting, CPA, Managerial Finance, Government Contracting, Revenue Recognition, SEC filings, GAAP, Financial Analysis, Cost Accounting, Sarbanes-Oxley Act, Internal Controls, Acquisition Integration, Auditing
Education
The University of New Mexico - Robert O. Anderson School of Management 1985 — 1989
BBA
Bill Oeters's KPMG Peat Marwick Experience 1980 - 1986
Job Privately held specialty chemical company.
Industry Chemicals
Experience
KOST USA, Inc. 2013 - Present
Galaxy Associates, Inc. 2002 - 2013
Eagle-Picher Industries, Inc. 1998 - 2001
Eagle-Picher-Boge L.L.C 1995 - 1998
Eagle-Picher Automotive Group 1993 - 1995
Eagle-Picher Automotive Group 1990 - 1993
Eagle-Picher Automotive Group 1988 - 1990
Eagle-Picher Automotive Group 1987 - 1988
Kenner Parker Toys 1986 - 1987
KPMG PEAT MARWICK 1980 - 1986
Skills
Forecasting, Strategic Planning, Paint, New Business Development, Sales Management, Coatings, Financial Modeling, Leadership, Formulating and..., Meeting corporate and..., Growing sales, Driving Change, Capital Raising, Analyzing and resolving..., Organizational..., Controlling costs, Competitive analysis, Excellent negotiating..., Competitive Analysis, Product Development, Process Improvement, Business Planning, Manufacturing, Business Development, Management, Strategy, Sales, Organizational..., Change Management, Start-ups, Finance
Education
The Ohio State University Fisher College of Business 1976 — 1980
BSBA, Accounting
KOST USA, Inc. 2013 - Present
Galaxy Associates, Inc. 2002 - 2013
Eagle-Picher Industries, Inc. 1998 - 2001
Eagle-Picher-Boge L.L.C 1995 - 1998
Eagle-Picher Automotive Group 1993 - 1995
Eagle-Picher Automotive Group 1990 - 1993
Eagle-Picher Automotive Group 1988 - 1990
Eagle-Picher Automotive Group 1987 - 1988
Kenner Parker Toys 1986 - 1987
KPMG PEAT MARWICK 1980 - 1986
Skills
Forecasting, Strategic Planning, Paint, New Business Development, Sales Management, Coatings, Financial Modeling, Leadership, Formulating and..., Meeting corporate and..., Growing sales, Driving Change, Capital Raising, Analyzing and resolving..., Organizational..., Controlling costs, Competitive analysis, Excellent negotiating..., Competitive Analysis, Product Development, Process Improvement, Business Planning, Manufacturing, Business Development, Management, Strategy, Sales, Organizational..., Change Management, Start-ups, Finance
Education
The Ohio State University Fisher College of Business 1976 — 1980
BSBA, Accounting
Barbara Lustig's KPMG Peat Marwick Experience August 1973 - April 1975
Job Independent Training Professional, Manager, and Coach
Industry Professional Training & Coaching
Experience
Telcordia Technologies August 1988 - September 2001
Colonial Penn Group January 1979 - September 1981
Marsh & McLennan Companies March 1975 - February 1979
KPMG Peat Marwick August 1973 - April 1975
PMA Group September 1970 - August 1973
Education
Temple University 1981 — 1983
M.Ed., Adult and Organization Development
University of Pennsylvania 1967 — 1969
M.A., communications
University of Rochester 1963 — 1967
B.A., English, psychology
Telcordia Technologies August 1988 - September 2001
Colonial Penn Group January 1979 - September 1981
Marsh & McLennan Companies March 1975 - February 1979
KPMG Peat Marwick August 1973 - April 1975
PMA Group September 1970 - August 1973
Education
Temple University 1981 — 1983
M.Ed., Adult and Organization Development
University of Pennsylvania 1967 — 1969
M.A., communications
University of Rochester 1963 — 1967
B.A., English, psychology
Teal Dakan's KPMG Peat Marwick Experience 1978 - 1989
Job Tax Partner at BKD, LLP
Industry Accounting
Experience
BKD, LLP November 2006 - Present
Mock & Dakan, P.C. 1992 - 2006
KPMG 1989 - 1991
KPMG Peat Marwick 1978 - 1989
Skills
Income Tax, Estate Tax Planning, Gift Tax, Succession Planning, Tax, Trusts, S Corporations, Partnership Taxation
Education
The University of Kansas 1974 — 1978
B.S., Accounting & business administration
BKD, LLP November 2006 - Present
Mock & Dakan, P.C. 1992 - 2006
KPMG 1989 - 1991
KPMG Peat Marwick 1978 - 1989
Skills
Income Tax, Estate Tax Planning, Gift Tax, Succession Planning, Tax, Trusts, S Corporations, Partnership Taxation
Education
The University of Kansas 1974 — 1978
B.S., Accounting & business administration
Patrick Vaughan's KPMG Peat Marwick Experience 1989 - 1991
Job VP Tax Americas at Lafarge NA
Industry Construction
Experience
Lafarge NA 2008 - Present
Mohawk Industries 2007 - 2008
Lafarge North America Inc 1991 - 2007
KPMG Peat Marwick 1989 - 1991
The Wyatt Company 1986 - 1988
Skills
Financial Reporting, Tax, International Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, Tax Accounting, US GAAP, SEC filings, Transfer Pricing, Accounting, Restructuring, Forecasting, CPA, SEC Filings, Auditing, Due Diligence, Finance, Financial Analysis
Education
The George Washington University Law School
JD, Tax
University of Virginia 1987 — 1989
MS, Accounting/Tax
William & Mary 1980 — 1984
BA, Economics
Lafarge NA 2008 - Present
Mohawk Industries 2007 - 2008
Lafarge North America Inc 1991 - 2007
KPMG Peat Marwick 1989 - 1991
The Wyatt Company 1986 - 1988
Skills
Financial Reporting, Tax, International Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, Tax Accounting, US GAAP, SEC filings, Transfer Pricing, Accounting, Restructuring, Forecasting, CPA, SEC Filings, Auditing, Due Diligence, Finance, Financial Analysis
Education
The George Washington University Law School
JD, Tax
University of Virginia 1987 — 1989
MS, Accounting/Tax
William & Mary 1980 — 1984
BA, Economics
Bill Zopf's KPMG Peat Marwick Experience 1981 - 1985
Job Director Reinsurance Product Development at SunGard
Industry Computer Software
Experience
SunGard Financial Systems 2012 - Present
SunGard Financial Systems 2005 - 2012
Sherwood International 1997 - 2005
Zeibal Inc. 1991 - 1997
Insurance Software Systems 1987 - 1991
Christiania Information Systems 1985 - 1987
KPMG Peat Marwick 1981 - 1985
Skills
Business Analysis, Product Development, Agile Methodologies, Software Project..., Program Management, CRM, Requirements Analysis, Reinsurance, Requirements Gathering, Software Documentation, SDLC, Analysis, Business Intelligence, Vendor Management, Business Strategy, Business Requirements, Product Management, Microsoft SQL Server, Financial Services, Business Process..., Project Management, Risk Management, Software Development, Data Analysis, Quality Assurance, Business Process, Insurance, Process Improvement, SQL, Database Design, Databases, Access, Data Warehousing, Governance, Systems Analysis
Education
Stony Brook University 1979 — 1981
MS, Computer Science
Stony Brook University 1975 — 1979
BS, Biology
SunGard Financial Systems 2012 - Present
SunGard Financial Systems 2005 - 2012
Sherwood International 1997 - 2005
Zeibal Inc. 1991 - 1997
Insurance Software Systems 1987 - 1991
Christiania Information Systems 1985 - 1987
KPMG Peat Marwick 1981 - 1985
Skills
Business Analysis, Product Development, Agile Methodologies, Software Project..., Program Management, CRM, Requirements Analysis, Reinsurance, Requirements Gathering, Software Documentation, SDLC, Analysis, Business Intelligence, Vendor Management, Business Strategy, Business Requirements, Product Management, Microsoft SQL Server, Financial Services, Business Process..., Project Management, Risk Management, Software Development, Data Analysis, Quality Assurance, Business Process, Insurance, Process Improvement, SQL, Database Design, Databases, Access, Data Warehousing, Governance, Systems Analysis
Education
Stony Brook University 1979 — 1981
MS, Computer Science
Stony Brook University 1975 — 1979
BS, Biology
David G. O'Leary's KPMG Peat Marwick Experience 1983 - 1988
Job Accounting Professional and C.P.A.
Industry Accounting
Experience
Computershare 2010 - 2013
State Street 2002 - 2008
State Street 2000 - 2002
State Street 1997 - 2000
State Street 1995 - 1997
Eastern Bank 1991 - 1995
First Mutual of Boston 1988 - 1991
KPMG Peat Marwick 1983 - 1988
Education
Suffolk University 1979 — 1983
Bachelor of Science, Accounting
Computershare 2010 - 2013
State Street 2002 - 2008
State Street 2000 - 2002
State Street 1997 - 2000
State Street 1995 - 1997
Eastern Bank 1991 - 1995
First Mutual of Boston 1988 - 1991
KPMG Peat Marwick 1983 - 1988
Education
Suffolk University 1979 — 1983
Bachelor of Science, Accounting
Bob Raab's KPMG Peat Marwick Experience 1982 - 1990
Job Helping organizations promote their logo since 1994.
Industry Marketing and Advertising
Experience
Razor's Edge Advertising & Promotion 1994 - Present
Mad River Mountain Resort September 2008 - Present
AmSpirit Business Connections 2011 - 2012
Aspen Energy 2010 - 2011
Alliance Corporate Resources 1993 - 1994
COSI - Center of Science and Industry 1990 - 1993
KPMG Peat Marwick 1982 - 1990
Skills
Advertising, Promotions, Brand Awareness, Company Branding, Logo Design, promotional products, logo apparel, Brand Loyalty, Corporate Gifts, Fundraising, direct mail, Premium Sales, Marketing, Safety Programs, Employee Recognition, New Product Roll Out, Direct Mail, Corporate Branding
Education
Mayfield High School
The Ohio State University
BSBA
Razor's Edge Advertising & Promotion 1994 - Present
Mad River Mountain Resort September 2008 - Present
AmSpirit Business Connections 2011 - 2012
Aspen Energy 2010 - 2011
Alliance Corporate Resources 1993 - 1994
COSI - Center of Science and Industry 1990 - 1993
KPMG Peat Marwick 1982 - 1990
Skills
Advertising, Promotions, Brand Awareness, Company Branding, Logo Design, promotional products, logo apparel, Brand Loyalty, Corporate Gifts, Fundraising, direct mail, Premium Sales, Marketing, Safety Programs, Employee Recognition, New Product Roll Out, Direct Mail, Corporate Branding
Education
Mayfield High School
The Ohio State University
BSBA
Jane Whittlesey's KPMG Peat Marwick Experience 1980 - 2001
Job Research Librarian at Baker Botts LLP
Industry Law Practice
Experience
Baker Botts LLP June 2003 - Present
Holy Trinity Catholic School August 2002 - May 2004
KPMG Peat Marwick 1980 - 2001
Skills
Westlaw, Library Science, Legal Research, Collection Development, Library, Courtlink, Litigation, Intellectual Property, Lexis, Library Research, Information Retrieval, PACER, Electronic Resources, Library Instruction, Cataloging, Law Librarianship
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), History
Baker Botts LLP June 2003 - Present
Holy Trinity Catholic School August 2002 - May 2004
KPMG Peat Marwick 1980 - 2001
Skills
Westlaw, Library Science, Legal Research, Collection Development, Library, Courtlink, Litigation, Intellectual Property, Lexis, Library Research, Information Retrieval, PACER, Electronic Resources, Library Instruction, Cataloging, Law Librarianship
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), History
Cody Chenault's KPMG Peat Marwick Experience 1995 - 1997
Job Managing Director at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal May 2012 - Present
The Hackett Group September 2009 - May 2012
EquaTerra June 2008 - September 2009
IBM 2005 - 2008
Palladium 2004 - 2005
The Hackett Group 1997 - 2005
Answerthink 1997 - 2000
KPMG Peat Marwick 1995 - 1997
American Express 1991 - 1995
Skills
BPO, Business Process..., Outsourcing, Shared Services, Finance Transformation, Business Transformation, Business Process, Benchmarking, Management Consulting, Organizational Design, Governance, Business Intelligence, Balanced Scorecard, Strategy, Acquisition Integration, Performance Improvement, Consulting, IT Outsourcing, Procurement, Executive Management, Process Improvement, Business Process Design, Process Engineering, Operational Excellence, Service Delivery, Human Resources, IT Transformation, Offshoring, Management, PMO, Business Process..., SDLC, Strategic Sourcing, IT Strategy, Project Portfolio..., Change Management, Performance Management, Restructuring, Program Management, Operating Models, ERP, Vendor Management
Education
Texas A&M University 1984 — 1986
Economics, Accounting, Agriculture
Alvarez & Marsal May 2012 - Present
The Hackett Group September 2009 - May 2012
EquaTerra June 2008 - September 2009
IBM 2005 - 2008
Palladium 2004 - 2005
The Hackett Group 1997 - 2005
Answerthink 1997 - 2000
KPMG Peat Marwick 1995 - 1997
American Express 1991 - 1995
Skills
BPO, Business Process..., Outsourcing, Shared Services, Finance Transformation, Business Transformation, Business Process, Benchmarking, Management Consulting, Organizational Design, Governance, Business Intelligence, Balanced Scorecard, Strategy, Acquisition Integration, Performance Improvement, Consulting, IT Outsourcing, Procurement, Executive Management, Process Improvement, Business Process Design, Process Engineering, Operational Excellence, Service Delivery, Human Resources, IT Transformation, Offshoring, Management, PMO, Business Process..., SDLC, Strategic Sourcing, IT Strategy, Project Portfolio..., Change Management, Performance Management, Restructuring, Program Management, Operating Models, ERP, Vendor Management
Education
Texas A&M University 1984 — 1986
Economics, Accounting, Agriculture
Sharon Guthrie's KPMG Peat Marwick Experience 1988 - 1991
Job Assoc GC at FINRA
Industry Financial Services
Experience
FINRA July 1999 - Present
law offices of bernard corbett January 1996 - July 1999
KPMG Peat Marwick 1988 - 1991
Skills
Securities Regulation, Securities, Financial Regulation, Risk Management, Equities, FINRA, Capital Markets, Business Litigation, Commercial Transactions, Intellectual Property, Corporate Governance, Securities Litigation, Due Diligence, AML, Commercial Litigation, Anti Money Laundering, SEC, Financial Services, Mergers & Acquisitions, Strategic Planning, Corporate Law, Litigation, Legal Research, Management, Investments, Financial Analysis, Analysis
Education
The Catholic University of America 1983 — 1988
Bachelor's degree, financial management
Thomas Jefferson High School 1979 — 1983
Catholic University, Columbus School of Law, Catholic University
FINRA July 1999 - Present
law offices of bernard corbett January 1996 - July 1999
KPMG Peat Marwick 1988 - 1991
Skills
Securities Regulation, Securities, Financial Regulation, Risk Management, Equities, FINRA, Capital Markets, Business Litigation, Commercial Transactions, Intellectual Property, Corporate Governance, Securities Litigation, Due Diligence, AML, Commercial Litigation, Anti Money Laundering, SEC, Financial Services, Mergers & Acquisitions, Strategic Planning, Corporate Law, Litigation, Legal Research, Management, Investments, Financial Analysis, Analysis
Education
The Catholic University of America 1983 — 1988
Bachelor's degree, financial management
Thomas Jefferson High School 1979 — 1983
Catholic University, Columbus School of Law, Catholic University
Rhonda Hall's KPMG Peat Marwick Experience May 1995 - May 1997
Job Director, Organizational Effectiveness at Ascension Health
Industry Hospital & Health Care
Experience
Ascension Health June 2013 - Present
Ascension Health July 2011 - Present
I Birth Naturally October 2007 - Present
HR Matters August 1998 - Present
Seton Family of Hospitals June 2003 - July 2011
Seton Family of Hospitals October 2008 - January 2009
Seton Family of Hospitals June 2003 - October 2008
Lord & Hogan July 1998 - December 2000
Ortho-McNeil Pharmaceutical June 1997 - July 1998
KPMG Peat Marwick May 1995 - May 1997
Skills
Organizational..., Leadership Development, Onboarding, Talent Management, Program Management, Change Management, Career Counseling, Coaching, Employee Training, Career Development, Executive Coaching, Human Resources, Leadership, Management Consulting, Nonprofits, Performance Management, Process Improvement, Project Planning, Staff Development, Succession Planning, Training, Workshop Facilitation, Team Building, Recruiting, Strategic Planning, Project Management, Policy, Performance Improvement, Organizational..., Management Development, Management, Instructional Design, Healthcare, Employee Relations, Consulting, Public Speaking, Executive Development, Healthcare Management, Training & Development
Education
Texas State University 1993 — 1995
MSIS, Human Performance, Organizational Development, 4.0
Texas State University 1986 — 1990
BAAS, Applied Sociology, Women's Studies
Ascension Health June 2013 - Present
Ascension Health July 2011 - Present
I Birth Naturally October 2007 - Present
HR Matters August 1998 - Present
Seton Family of Hospitals June 2003 - July 2011
Seton Family of Hospitals October 2008 - January 2009
Seton Family of Hospitals June 2003 - October 2008
Lord & Hogan July 1998 - December 2000
Ortho-McNeil Pharmaceutical June 1997 - July 1998
KPMG Peat Marwick May 1995 - May 1997
Skills
Organizational..., Leadership Development, Onboarding, Talent Management, Program Management, Change Management, Career Counseling, Coaching, Employee Training, Career Development, Executive Coaching, Human Resources, Leadership, Management Consulting, Nonprofits, Performance Management, Process Improvement, Project Planning, Staff Development, Succession Planning, Training, Workshop Facilitation, Team Building, Recruiting, Strategic Planning, Project Management, Policy, Performance Improvement, Organizational..., Management Development, Management, Instructional Design, Healthcare, Employee Relations, Consulting, Public Speaking, Executive Development, Healthcare Management, Training & Development
Education
Texas State University 1993 — 1995
MSIS, Human Performance, Organizational Development, 4.0
Texas State University 1986 — 1990
BAAS, Applied Sociology, Women's Studies
Tony Applegate's KPMG Peat Marwick Experience October 1999 - July 2002
Job VP Head of Tax Credit Investments Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance August 2002 - Present
KPMG Peat Marwick October 1999 - July 2002
Applegate Development Corp. May 1994 - September 1999
KPMG Peat Marwick October 1988 - April 1994
Skills
Investments, Real Estate Investments, Investment Sales, LIHTC, Historic Rehabilitation..., Renewable Energy Credits, State Tax Credits, Community Investment
Education
The Ohio State University
B.S., Accounting
Nationwide Insurance August 2002 - Present
KPMG Peat Marwick October 1999 - July 2002
Applegate Development Corp. May 1994 - September 1999
KPMG Peat Marwick October 1988 - April 1994
Skills
Investments, Real Estate Investments, Investment Sales, LIHTC, Historic Rehabilitation..., Renewable Energy Credits, State Tax Credits, Community Investment
Education
The Ohio State University
B.S., Accounting
Barbara Stupcenski Feldstein's KPMG Peat Marwick Experience September 1988 - January 1991
Job Yardi Coordinator at Vesta Corporation
Industry Financial Services
Experience
Vesta Corporation July 2013 - Present
Vesta Corporation August 2011 - July 2013
General Re New England Asset Management September 1996 - January 2010
CIGNA July 1991 - September 1996
KPMG Peat Marwick September 1988 - January 1991
Skills
Accounting, Auditing, Investments, Fixed Income, Financial Analysis, Financial Statements, Asset Management, Financial Reporting, Budgets, GAAP, Credit, Equities
Education
Stonehill College 1984 — 1988
BS, Accounting
Vesta Corporation July 2013 - Present
Vesta Corporation August 2011 - July 2013
General Re New England Asset Management September 1996 - January 2010
CIGNA July 1991 - September 1996
KPMG Peat Marwick September 1988 - January 1991
Skills
Accounting, Auditing, Investments, Fixed Income, Financial Analysis, Financial Statements, Asset Management, Financial Reporting, Budgets, GAAP, Credit, Equities
Education
Stonehill College 1984 — 1988
BS, Accounting
Kenneth Weinstein's KPMG Peat Marwick Experience March 1980 - November 1982
Job Owner, kenneth m. weinstein cpa, cfp
Industry Accounting
Experience
kenneth m. weinstein cpa, cfp August 1990 - Present
scm corporation November 1982 - March 1984
KPMG Peat Marwick March 1980 - November 1982
Skills
Tax, Accounting, QuickBooks, Auditing, Tax Preparation, Accountants, Accounts Receivable, Corporate Tax, Financial Analysis, Partnership Taxation, Finance, Business Planning, Small Business, Payroll, Accounts Payable, Strategic Financial..., Budgets, Internal Controls, Internal Audit, CPA, Payroll Taxes, Forecasting, Financial Statements, Bookkeeping, Tax Returns, Income Tax, Management, Nonprofits, Strategic Planning, Leadership, Sales, Team Building, Public Speaking, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 1966 — 1968
bs industrial engineering syracuse university, accounting and engineering
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (M.B.A.), Accounting and B.S. Industrial Engineering
kenneth m. weinstein cpa, cfp August 1990 - Present
scm corporation November 1982 - March 1984
KPMG Peat Marwick March 1980 - November 1982
Skills
Tax, Accounting, QuickBooks, Auditing, Tax Preparation, Accountants, Accounts Receivable, Corporate Tax, Financial Analysis, Partnership Taxation, Finance, Business Planning, Small Business, Payroll, Accounts Payable, Strategic Financial..., Budgets, Internal Controls, Internal Audit, CPA, Payroll Taxes, Forecasting, Financial Statements, Bookkeeping, Tax Returns, Income Tax, Management, Nonprofits, Strategic Planning, Leadership, Sales, Team Building, Public Speaking, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 1966 — 1968
bs industrial engineering syracuse university, accounting and engineering
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (M.B.A.), Accounting and B.S. Industrial Engineering
Brenda Chiorello's KPMG Peat Marwick Experience 1994 - 1997
Job VP, Operational Risk Senior Specialist at Bank of America
Industry Banking
Experience
Bank of America January 2010 - Present
Bank of America 2007 - December 2009
Merrill Lynch 1999 - 2007
Merrill Lynch 1997 - 1999
Merrill Lynch 1997 - 1999
KPMG Peat Marwick 1994 - 1997
Skills
Financial Analysis, Excel, PowerPoint, Compliance
Education
The College of New Jersey 1990 — 1994
Bachelors, Accounting
Bank of America January 2010 - Present
Bank of America 2007 - December 2009
Merrill Lynch 1999 - 2007
Merrill Lynch 1997 - 1999
Merrill Lynch 1997 - 1999
KPMG Peat Marwick 1994 - 1997
Skills
Financial Analysis, Excel, PowerPoint, Compliance
Education
The College of New Jersey 1990 — 1994
Bachelors, Accounting
Brent Shipp, CPA, CFA, CAIA's KPMG Peat Marwick Experience January 1984 - May 1992
Job Chief Financial Officer at the New Mexico State Investment Council
Industry Financial Services
Experience
New Mexico State Investment Council April 2012 - Present
Self employed March 2011 - April 2012
Citizens Property Insurance Corporation May 2010 - January 2011
/Self-employed January 2007 - December 2009
Mountain States Insurance Group May 1992 - December 2006
KPMG Peat Marwick January 1984 - May 1992
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1997
Post-Master Certificate in Finance
The University of New Mexico - Robert O. Anderson School of Management 1993 — 1995
MBA
The University of New Mexico - Robert O. Anderson School of Management 1979 — 1983
BBA, Accounting
New Mexico State Investment Council April 2012 - Present
Self employed March 2011 - April 2012
Citizens Property Insurance Corporation May 2010 - January 2011
/Self-employed January 2007 - December 2009
Mountain States Insurance Group May 1992 - December 2006
KPMG Peat Marwick January 1984 - May 1992
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1997
Post-Master Certificate in Finance
The University of New Mexico - Robert O. Anderson School of Management 1993 — 1995
MBA
The University of New Mexico - Robert O. Anderson School of Management 1979 — 1983
BBA, Accounting
Colleen Hamill's KPMG Peat Marwick Experience 1987 - 1990
Job Financial Controller at BostonPower
Industry Electrical/Electronic Manufacturing
Experience
Boston-Power March 2015 - Present
Covidien ( now acquired by Medtronics) March 2010 - March 2015
Brookfield Renewable Energy Group March 2008 - November 2009
GTECH 2007 - 2007
Brewster Home Fashions ( formerly Brewster Wallcovering Company) 1996 - 2006
HMK Enterprises, Inc 1990 - 1996
KPMG Peat Marwick 1987 - 1990
Skills
Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Consolidation, SEC filings, CPA, Cost Accounting, Internal Audit, GAAP, General Ledger, Financial Accounting, Business Strategy, Financial Analysis, Process Improvement, Forecasting, Hyperion Enterprise, Revenue Recognition, Managerial Finance, US GAAP, Hyperion, SEC Filings
Education
Stonehill College
BS, Business/Accounting - cum laude
Boston-Power March 2015 - Present
Covidien ( now acquired by Medtronics) March 2010 - March 2015
Brookfield Renewable Energy Group March 2008 - November 2009
GTECH 2007 - 2007
Brewster Home Fashions ( formerly Brewster Wallcovering Company) 1996 - 2006
HMK Enterprises, Inc 1990 - 1996
KPMG Peat Marwick 1987 - 1990
Skills
Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Consolidation, SEC filings, CPA, Cost Accounting, Internal Audit, GAAP, General Ledger, Financial Accounting, Business Strategy, Financial Analysis, Process Improvement, Forecasting, Hyperion Enterprise, Revenue Recognition, Managerial Finance, US GAAP, Hyperion, SEC Filings
Education
Stonehill College
BS, Business/Accounting - cum laude
Sharon O'Malley, CPA's KPMG Peat Marwick Experience December 2002 - January 2005
Job Accounting Professional and Voice Over Artist
Industry Accounting
Experience
Croning, Haworth, Lincoln January 2005 - Present
Songs and Sass January 1995 - Present
KPMG Peat Marwick December 2002 - January 2005
Washington Mutual June 1999 - November 2002
Education
The Ohio State University
BS, Accounting
Croning, Haworth, Lincoln January 2005 - Present
Songs and Sass January 1995 - Present
KPMG Peat Marwick December 2002 - January 2005
Washington Mutual June 1999 - November 2002
Education
The Ohio State University
BS, Accounting
Ron Chester, CPA's KPMG Peat Marwick Experience 1989 - 1991
Job Controller at BearCom
Industry Wireless
Experience
BearCom March 2010 - Present
Tecon Corp 2001 - 2009
Enterprise Rent-A-Car 1992 - 2001
Premier Bioresources 1991 - 1992
KPMG Peat Marwick 1989 - 1991
Skills
GAAP
Education
Texas State University 1985 — 1989
BBA, Accounting
Lake Highlands High School 1981 — 1985
BearCom March 2010 - Present
Tecon Corp 2001 - 2009
Enterprise Rent-A-Car 1992 - 2001
Premier Bioresources 1991 - 1992
KPMG Peat Marwick 1989 - 1991
Skills
GAAP
Education
Texas State University 1985 — 1989
BBA, Accounting
Lake Highlands High School 1981 — 1985
David Dietz's KPMG Peat Marwick Experience February 1986 - September 1993
Job Regional Chief Compliance Officer
Industry Banking
Experience
Rabobank July 2014 - Present
Rabobank International September 1993 - June 2014
KPMG Peat Marwick February 1986 - September 1993
Skills
Tax, Banking, Financial Risk, Corporate Finance, Derivatives, Capital Markets, Structured Finance, Due Diligence, Mergers & Acquisitions, Operational Risk, Financial Structuring
Education
The George Washington University - School of Business 1984 — 1985
MBA, Finance
The George Washington University 1979 — 1983
BA, Economics, Political Science
Rabobank July 2014 - Present
Rabobank International September 1993 - June 2014
KPMG Peat Marwick February 1986 - September 1993
Skills
Tax, Banking, Financial Risk, Corporate Finance, Derivatives, Capital Markets, Structured Finance, Due Diligence, Mergers & Acquisitions, Operational Risk, Financial Structuring
Education
The George Washington University - School of Business 1984 — 1985
MBA, Finance
The George Washington University 1979 — 1983
BA, Economics, Political Science
Michael Cafferky, CPA, CA's KPMG Peat Marwick Experience September 1987 - December 1992
Job Owner, Michael A. Cafferky Inc., Chartered Accountant
Industry Accounting
Experience
Michael A. Cafferky Inc., Chartered Accountant 1992 - Present
KPMG Peat Marwick September 1987 - December 1992
Skills
Accounting, Tax, Small Business, Financial Reporting, Financial Accounting, Income Tax, Corporate Tax, Customer Service, Bookkeeping, QuickBooks, Financial Analysis, Auditing, IFRS, Internal Controls, Tax Preparation, Account Reconciliation, Strategic Financial..., Accountants, Tax Accounting, Tax Returns, Sales Tax, VAT, Forensic Accounting, Budgets, Financial Planning
Education
The University of British Columbia 1983 — 1987
Bachelor of Commerce, Accounting
Michael A. Cafferky Inc., Chartered Accountant 1992 - Present
KPMG Peat Marwick September 1987 - December 1992
Skills
Accounting, Tax, Small Business, Financial Reporting, Financial Accounting, Income Tax, Corporate Tax, Customer Service, Bookkeeping, QuickBooks, Financial Analysis, Auditing, IFRS, Internal Controls, Tax Preparation, Account Reconciliation, Strategic Financial..., Accountants, Tax Accounting, Tax Returns, Sales Tax, VAT, Forensic Accounting, Budgets, Financial Planning
Education
The University of British Columbia 1983 — 1987
Bachelor of Commerce, Accounting
Tracey Lucero-Corsi's KPMG Peat Marwick Experience January 1995 - January 1997
Job Controller at Major League Baseball Players Alumni Association
Industry Retail
Experience
Major League Baseball Players Alumni Association October 2014 - Present
Biotest Laboratories, LLC. March 2010 - October 2014
Maehal Enterprises, Inc January 2007 - January 2010
Innerwall, Inc. and Two Rivers Group LLC January 2001 - January 2007
Mindport IBS, LLC. formerly Noochee Solutions January 1997 - January 2001
KPMG, Peat Marwick January 1995 - January 1997
Skills
Financial Reporting, Cash Management, Accounting, Budgets, Tax Preparation, Payroll, Forecasting, Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Analysis, CPA, Cash Flow Forecasting, Credit, Due Diligence, Executive Management, Finance, Fixed Assets, GAAP, General Ledger, Human Resources, Internal Controls, Leadership, Management, Mergers, Start-ups, Strategic Planning, Mergers & Acquisitions, Auditing, Financial Statements
Education
Texas Christian University - M.J. Neeley School of Business 1991 — 1995
Accounting
Major League Baseball Players Alumni Association October 2014 - Present
Biotest Laboratories, LLC. March 2010 - October 2014
Maehal Enterprises, Inc January 2007 - January 2010
Innerwall, Inc. and Two Rivers Group LLC January 2001 - January 2007
Mindport IBS, LLC. formerly Noochee Solutions January 1997 - January 2001
KPMG, Peat Marwick January 1995 - January 1997
Skills
Financial Reporting, Cash Management, Accounting, Budgets, Tax Preparation, Payroll, Forecasting, Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Analysis, CPA, Cash Flow Forecasting, Credit, Due Diligence, Executive Management, Finance, Fixed Assets, GAAP, General Ledger, Human Resources, Internal Controls, Leadership, Management, Mergers, Start-ups, Strategic Planning, Mergers & Acquisitions, Auditing, Financial Statements
Education
Texas Christian University - M.J. Neeley School of Business 1991 — 1995
Accounting
Bliss Packer's KPMG Peat Marwick Experience 1975 - 1979
Job CoOwner and Floral Designer at Environments By Design / Blossoms By Bliss
Industry Events Services
Experience
Environments By Design / Blossoms By Bliss 2010 - Present
Independent Contractor 2010 - Present
University of Chicago Cancer Research Foundation Women's Board 1992 - Present
Royal Bank of Scotland formerly ABN AMRO Bank 1998 - 2010
First National Bank of Chicago 1979 - 1998
KPMG Peat Marwick 1975 - 1979
Skills
Managerial Finance, Asset Managment, Risk Management, Portfolio Management, Financial Modeling, Strategic Planning, Investments, Mergers, Mergers & Acquisitions, Management
Education
Tulane University - A.B. Freeman School of Business 1973 — 1975
MBA, Accounting and Finance
Tulane University 1970 — 1972
BA, Economics
Sweet Briar College 1968 — 1970
Environments By Design / Blossoms By Bliss 2010 - Present
Independent Contractor 2010 - Present
University of Chicago Cancer Research Foundation Women's Board 1992 - Present
Royal Bank of Scotland formerly ABN AMRO Bank 1998 - 2010
First National Bank of Chicago 1979 - 1998
KPMG Peat Marwick 1975 - 1979
Skills
Managerial Finance, Asset Managment, Risk Management, Portfolio Management, Financial Modeling, Strategic Planning, Investments, Mergers, Mergers & Acquisitions, Management
Education
Tulane University - A.B. Freeman School of Business 1973 — 1975
MBA, Accounting and Finance
Tulane University 1970 — 1972
BA, Economics
Sweet Briar College 1968 — 1970
Randy Fearer's KPMG Peat Marwick Experience 1980 - 1984
Job Partner, Houston Fearer Ltd
Industry Accounting
Experience
Houston Fearer Ltd 1993 - Present
Bober, Markey, Fedorovich & Co. 1987 - 1992
Lipson Rothman Inc 1984 - 1987
KPMG Peat Marwick 1980 - 1984
Skills
Accounting, Audit, Tax, Financial Reporting, Financial Analysis, Start-ups, Mergers, Budgeting, Quickbooks, Strategic Planning, Due Diligence, Excel, Small Business, Mergers & Acquisitions, Management, Auditing, Business Strategy, QuickBooks, Forecasting, Corporate Tax, GAAP, Income Tax, Tax Preparation, Tax Accounting, Financial Accounting, US GAAP, Internal Controls, Cash Flow, Cost Accounting, Corporate Finance, Finance, Budgets, Payroll, Partnership Taxation, Microsoft Excel, Trusts, Accounts Receivable, S Corporations, Tax Returns, Accounts Payable, CPA, SEC filings
Education
The University of Akron 1976 — 1980
BS in Accounting, Accounting
Houston Fearer Ltd 1993 - Present
Bober, Markey, Fedorovich & Co. 1987 - 1992
Lipson Rothman Inc 1984 - 1987
KPMG Peat Marwick 1980 - 1984
Skills
Accounting, Audit, Tax, Financial Reporting, Financial Analysis, Start-ups, Mergers, Budgeting, Quickbooks, Strategic Planning, Due Diligence, Excel, Small Business, Mergers & Acquisitions, Management, Auditing, Business Strategy, QuickBooks, Forecasting, Corporate Tax, GAAP, Income Tax, Tax Preparation, Tax Accounting, Financial Accounting, US GAAP, Internal Controls, Cash Flow, Cost Accounting, Corporate Finance, Finance, Budgets, Payroll, Partnership Taxation, Microsoft Excel, Trusts, Accounts Receivable, S Corporations, Tax Returns, Accounts Payable, CPA, SEC filings
Education
The University of Akron 1976 — 1980
BS in Accounting, Accounting
grace wever's KPMG Peat Marwick Experience 1996 - 1999
Job Professional artist
Industry Fine Art
Experience
weverart.net 2003 - Present
KPMG Peat Marwick 1996 - 1999
National Sea Grant Advisory Panel, NOAA/DOC 1992 - 1996
Council of Great Lakes Industries 1990 - 1996
Eastman Kodak 1981 - 1996
Skills
Art, Fine Art, Mixed Media, Collage, Textiles, Contemporary Art, Painting, Graphic Design, Photography, Drawing, Visual Arts, Teaching, Curating, Graphics, Screen Printing, Sketching, Oil Painting, Sculpture, Art Education
Education
Baylor Medical Center
Postdoctoral Fellow, Biochemical Virology
Temple University
Ph.D., B.A., Cell and Molecular Biology
University of Rochester Institute of Optics
Research Faculty, Optical Processing and Spatial Filtering
University of Rochester Medical Center
Postdoctoral Fellow, Virology, Electron Microscopy
weverart.net 2003 - Present
KPMG Peat Marwick 1996 - 1999
National Sea Grant Advisory Panel, NOAA/DOC 1992 - 1996
Council of Great Lakes Industries 1990 - 1996
Eastman Kodak 1981 - 1996
Skills
Art, Fine Art, Mixed Media, Collage, Textiles, Contemporary Art, Painting, Graphic Design, Photography, Drawing, Visual Arts, Teaching, Curating, Graphics, Screen Printing, Sketching, Oil Painting, Sculpture, Art Education
Education
Baylor Medical Center
Postdoctoral Fellow, Biochemical Virology
Temple University
Ph.D., B.A., Cell and Molecular Biology
University of Rochester Institute of Optics
Research Faculty, Optical Processing and Spatial Filtering
University of Rochester Medical Center
Postdoctoral Fellow, Virology, Electron Microscopy
David Kirkey, CPA, CFP's KPMG Peat Marwick Experience 1989 - 1994
Job President of Kirkey & Co., Inc.
Industry Accounting
Experience
Kirkey & Co., Inc. CPAs 1994 - Present
The Passion Center for Children, Inc January 2010 - Present
L2 Talent Fund, Inc. June 2013 - Present
KPMG Peat Marwick 1989 - 1994
Skills
Financial Reporting, Financial Analysis, Tax Preparation, CPA, Strategic Planning, Mergers & Acquisitions, Mergers, Strategic Financial..., Investment Advisory...
Education
The Ohio State University 1985 — 1989
BSBA, Accounting
Upper Arlington High School 1982 — 1985
Kirkey & Co., Inc. CPAs 1994 - Present
The Passion Center for Children, Inc January 2010 - Present
L2 Talent Fund, Inc. June 2013 - Present
KPMG Peat Marwick 1989 - 1994
Skills
Financial Reporting, Financial Analysis, Tax Preparation, CPA, Strategic Planning, Mergers & Acquisitions, Mergers, Strategic Financial..., Investment Advisory...
Education
The Ohio State University 1985 — 1989
BSBA, Accounting
Upper Arlington High School 1982 — 1985
Chris Lane, CPA's KPMG Peat Marwick Experience September 1999 - November 2008
Job Vice President Financial Reporting at Capital Senior Living
Industry Hospital & Health Care
Experience
Capital Senior Living December 2008 - Present
KPMG Peat Marwick September 1999 - November 2008
Centex Homes December 2005 - February 2007
US Army October 1991 - February 1994
Skills
SEC filings, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, Treasury Management, Internal Audit, Budgets, Auditing, US GAAP, Cash Management, Financial Audits, Finance, Corporate Finance, Risk Management, GAAP, Consolidation, Financial Analysis, General Ledger, Financial Modeling
Education
Texas Tech University - Rawls College of Business 1996 — 1999
Masters / BBA, Accounting
Capital Senior Living December 2008 - Present
KPMG Peat Marwick September 1999 - November 2008
Centex Homes December 2005 - February 2007
US Army October 1991 - February 1994
Skills
SEC filings, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, Treasury Management, Internal Audit, Budgets, Auditing, US GAAP, Cash Management, Financial Audits, Finance, Corporate Finance, Risk Management, GAAP, Consolidation, Financial Analysis, General Ledger, Financial Modeling
Education
Texas Tech University - Rawls College of Business 1996 — 1999
Masters / BBA, Accounting
Molly Slavik's KPMG Peat Marwick Experience February 2003 - Present
Job CPA, Tax Manager at KPMG, LLP
Industry Accounting
Experience
KPMG Peat Marwick February 2003 - Present
Meierotto's Midwest Jewelry January 1991 - December 1997
Skills
Tax Research, Corporate Tax, Income Tax, Tax, CPA, International Tax, Tax Accounting, GAAP, Tax Preparation, US GAAP, Auditing, Accounting
Education
Texas Christian University 1999 — 2001
BBA, Accounting
Truman State University 1998 — 1999
North Kansas City High School
KPMG Peat Marwick February 2003 - Present
Meierotto's Midwest Jewelry January 1991 - December 1997
Skills
Tax Research, Corporate Tax, Income Tax, Tax, CPA, International Tax, Tax Accounting, GAAP, Tax Preparation, US GAAP, Auditing, Accounting
Education
Texas Christian University 1999 — 2001
BBA, Accounting
Truman State University 1998 — 1999
North Kansas City High School
Arnaldo Bello's KPMG Peat Marwick Experience June 1988 - May 1993
Job Sole Proprietor at Arnaldo Bello, C.P.A.
Industry Accounting
Experience
Arnaldo Bello, C.P.A. January 1995 - Present
Banesco Banco Internacional de Puerto Rico July 1994 - December 1995
KPMG Peat Marwick June 1988 - May 1993
Skills
Accounting, Income Tax, Tax, Budgets, Business Planning, Forecasting, Management Consulting, Business Strategy, Strategic Planning, Microsoft Office, Income Statement, Customer Service, Management, English, Negotiation, Spanish, Coaching, New Business Development, Financial Reporting, Advertising
Education
Syracuse University 1984 — 1987
Bachelor of Science (B.S.), Accounting
Colegio San Ignacio de Loyola 1979 — 1984
Arnaldo Bello, C.P.A. January 1995 - Present
Banesco Banco Internacional de Puerto Rico July 1994 - December 1995
KPMG Peat Marwick June 1988 - May 1993
Skills
Accounting, Income Tax, Tax, Budgets, Business Planning, Forecasting, Management Consulting, Business Strategy, Strategic Planning, Microsoft Office, Income Statement, Customer Service, Management, English, Negotiation, Spanish, Coaching, New Business Development, Financial Reporting, Advertising
Education
Syracuse University 1984 — 1987
Bachelor of Science (B.S.), Accounting
Colegio San Ignacio de Loyola 1979 — 1984
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY