KPMG Peat Marwick
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Customer service: 00 800 5555 5522 Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Number of employees: 207,050 (2018) Founded: 1987 Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
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KPMG Peat Marwick Employees
Employee
Years
Job
Industry
Amy Chang Amy Chang's KPMG Peat Marwick Experience September 1993 - August 1996
Job
Industry Staffing and Recruiting
Experience
AMN Healthcare, Inc. March 2002 - Present
Mitchell Madison Group/marchFIRST September 1998 - September 2001
Mitchell Madison Group 1998 - 2001
KPMG Peat Marwick September 1993 - August 1996
Skills
Healthcare, Strategic Partnerships, Hospitals, Strategic Planning, Contract Negotiation, Cross-functional Team..., Marketing Strategy, New Business Development, Business Strategy, Analysis, Leadership, Management Consulting, Market Research, Strategy, Start-ups, Business Development, Management
Education
University of California, Berkeley, Haas School of Business 1997 — 1998
MBA
UC Berkeley
BS
State of California
CPA
AMN Healthcare, Inc. March 2002 - Present
Mitchell Madison Group/marchFIRST September 1998 - September 2001
Mitchell Madison Group 1998 - 2001
KPMG Peat Marwick September 1993 - August 1996
Skills
Healthcare, Strategic Partnerships, Hospitals, Strategic Planning, Contract Negotiation, Cross-functional Team..., Marketing Strategy, New Business Development, Business Strategy, Analysis, Leadership, Management Consulting, Market Research, Strategy, Start-ups, Business Development, Management
Education
University of California, Berkeley, Haas School of Business 1997 — 1998
MBA
UC Berkeley
BS
State of California
CPA
Matthew Scalo Matthew Scalo's KPMG Peat Marwick Experience 1997 - 1999
Job Sr. Director, Investor Relations at Luminex Corporation
Industry Biotechnology
Experience
Luminex Corporation September 2010 - Present
Canaccord Genuity Inc. 2004 - June 2010
First Albany Capital 2003 - 2004
CIBC World Markets 1999 - 2000
KPMG Peat Marwick 1997 - 1999
Skills
Medical Devices, Diagnostics, Financial Analysis, Financial Modeling, Equity Research, Valuation, Corporate Finance, Capital Markets, Equities, Investment Banking, Corporate Development, Competitive Analysis, Healthcare, Bloomberg, Investor Relations, Hardware Diagnostics
Education
University of Notre Dame - Mendoza College of Business 1994 — 1996
MBA, Finance
University of California, Davis 1990 — 1994
BS, Agricultural Economics and Management
North Springs High School 1986 — 1990
St. Jude's
Luminex Corporation September 2010 - Present
Canaccord Genuity Inc. 2004 - June 2010
First Albany Capital 2003 - 2004
CIBC World Markets 1999 - 2000
KPMG Peat Marwick 1997 - 1999
Skills
Medical Devices, Diagnostics, Financial Analysis, Financial Modeling, Equity Research, Valuation, Corporate Finance, Capital Markets, Equities, Investment Banking, Corporate Development, Competitive Analysis, Healthcare, Bloomberg, Investor Relations, Hardware Diagnostics
Education
University of Notre Dame - Mendoza College of Business 1994 — 1996
MBA, Finance
University of California, Davis 1990 — 1994
BS, Agricultural Economics and Management
North Springs High School 1986 — 1990
St. Jude's
Barbara Broque Barbara Broque's KPMG Peat Marwick Experience 1986 - 1991
Job Senior Organizational Consultant at University of California, Berkeley
Industry Higher Education
Experience
University of California, Berkeley 2012 - Present
University of California, Berkeley 2010 - 2012
University of California, Berkeley 2004 - 2009
University of California, Berkeley 1991 - 2004
KPMG Peat Marwick 1986 - 1991
Oberlin College 1979 - 1981
Oberlin College 1979 - 1981
University of Toledo 1972 - 1978
Skills
Strategy, Change Management, Organizational..., Leadership, Data Analysis, Leadership Development, Community Outreach, Nonprofits, Strategic Planning, Public Speaking, Program Management, Program Development, Higher Education
Education
University of California, Berkeley, Haas School of Business 1984 — 1986
Master of Business Administration (M.B.A.)
University of Toledo 1976 — 1978
Master's Degree, Philosophy
University of Toledo 1972 — 1976
Bachelor's Degree, Philosophy
University of California, Berkeley 2012 - Present
University of California, Berkeley 2010 - 2012
University of California, Berkeley 2004 - 2009
University of California, Berkeley 1991 - 2004
KPMG Peat Marwick 1986 - 1991
Oberlin College 1979 - 1981
Oberlin College 1979 - 1981
University of Toledo 1972 - 1978
Skills
Strategy, Change Management, Organizational..., Leadership, Data Analysis, Leadership Development, Community Outreach, Nonprofits, Strategic Planning, Public Speaking, Program Management, Program Development, Higher Education
Education
University of California, Berkeley, Haas School of Business 1984 — 1986
Master of Business Administration (M.B.A.)
University of Toledo 1976 — 1978
Master's Degree, Philosophy
University of Toledo 1972 — 1976
Bachelor's Degree, Philosophy
Shana Wedemeyer Shana Wedemeyer's KPMG Peat Marwick Experience 1996 - 2002
Job Marketing Director, The Highlands Consulting Group
Industry Management Consulting
Experience
The Highlands Consulting Group LLC 2012 - Present
Cambria Solutions, Inc. 2004 - 2012
Visionary Integration Professionals (VIP) 2002 - 2004
KPMG Peat Marwick 1996 - 2002
EDS (now HP) 1989 - 1996
Skills
Government Proposals, Business Development, Marketing Communications, Government Procurement, Strategic Partnerships, Opportunity Analysis, Process Improvement, Change Management, Management Consulting, Business Analysis, Proposal Writing, Business Process, Organizational..., Project Management, Program Management, Business Process..., Training, Business Strategy, Budgets, Strategy, Cross-functional Team..., Business Planning, Procurement, Business Transformation, Analysis, Consulting
Education
University of California, Davis
Bachelor of Science (B.S.), Business/Managerial Economics
The Highlands Consulting Group LLC 2012 - Present
Cambria Solutions, Inc. 2004 - 2012
Visionary Integration Professionals (VIP) 2002 - 2004
KPMG Peat Marwick 1996 - 2002
EDS (now HP) 1989 - 1996
Skills
Government Proposals, Business Development, Marketing Communications, Government Procurement, Strategic Partnerships, Opportunity Analysis, Process Improvement, Change Management, Management Consulting, Business Analysis, Proposal Writing, Business Process, Organizational..., Project Management, Program Management, Business Process..., Training, Business Strategy, Budgets, Strategy, Cross-functional Team..., Business Planning, Procurement, Business Transformation, Analysis, Consulting
Education
University of California, Davis
Bachelor of Science (B.S.), Business/Managerial Economics
Alexandra Arce Alexandra Arce's KPMG Peat Marwick Experience April 1993 - January 1999
Job Vicepresident Bluzoo USA
Industry Wholesale
Experience
BLUZOO USA INC March 2005 - Present
KPMG Peat Marwick April 1993 - January 1999
Banco de Bogota January 1992 - June 1992
El Rancho Golf Club March 1991 - December 1991
Skills
Strategic Planning, Marketing Strategy, Sales Management, Business Strategy
Education
Universidad de Los Andes 1985 — 1992
Bachelor of Business Administration (BBA), Business Administration
BLUZOO USA INC March 2005 - Present
KPMG Peat Marwick April 1993 - January 1999
Banco de Bogota January 1992 - June 1992
El Rancho Golf Club March 1991 - December 1991
Skills
Strategic Planning, Marketing Strategy, Sales Management, Business Strategy
Education
Universidad de Los Andes 1985 — 1992
Bachelor of Business Administration (BBA), Business Administration
D'Nelle Macaluso D'Nelle Macaluso's KPMG Peat Marwick Experience January 1984 - March 1992
Job Consultant at Kravitz, Inc.
Industry
Experience
Kravitz, Inc. April 2009 - Present
JPMorgan Retirement Plan Services May 2003 - April 2009
Ceridian Corporation, Retirement Plan Services March 1992 - April 2002
KPMG Peat Marwick January 1984 - March 1992
Skills
Pensions, Event Management, Microsoft Office, English, Business Planning, Financial Analysis, Retirement, Retirement Planning, Social Media, Defined Benefit, Process Improvement, Financial Planning, Leadership, 401k
Education
University of California, Irvine 1981 — 1982
Master of Science (M.S.), Mathematics, Statistics Emphasis
University of California, Irvine 1977 — 1981
Bachelor of Science (B.S.), Mathematics
Kravitz, Inc. April 2009 - Present
JPMorgan Retirement Plan Services May 2003 - April 2009
Ceridian Corporation, Retirement Plan Services March 1992 - April 2002
KPMG Peat Marwick January 1984 - March 1992
Skills
Pensions, Event Management, Microsoft Office, English, Business Planning, Financial Analysis, Retirement, Retirement Planning, Social Media, Defined Benefit, Process Improvement, Financial Planning, Leadership, 401k
Education
University of California, Irvine 1981 — 1982
Master of Science (M.S.), Mathematics, Statistics Emphasis
University of California, Irvine 1977 — 1981
Bachelor of Science (B.S.), Mathematics
Benjamin Chung Benjamin Chung's KPMG Peat Marwick Experience June 1994 - July 1996
Job SVP Strategic Planning Director at Garage Team Mazda
Industry Marketing and Advertising
Experience
Innocean Worldwide May 2009 - February 2012
TBWA\Chiat\Day January 2003 - May 2009
Bates USA January 2001 - December 2002
Doner Advertising January 1998 - December 2000
Bates USA July 1996 - December 1997
KPMG Peat Marwick June 1994 - July 1996
Backer Speilvogel Bates July 1990 - August 1992
Skills
Integrated Marketing, Interactive Marketing, Digital Strategy, Creative Strategy, Digital Marketing, Brand Architecture, Customer Insight, Mobile Marketing, Advertising, Creative Direction, Digital Media, Relationship Marketing, Interactive Advertising, Media Planning, Outdoor Advertising, Marketing Strategy, Viral Marketing, Social Media Marketing, Interaction Design, Marketing Communications, Marketing, Direct Marketing, Market Research, Online Advertising, Brand Development, Strategy, Media Buying, Email Marketing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance & Corporate Strategy
University of California, Irvine 1986 — 1990
BA, Philosophy
Innocean Worldwide May 2009 - February 2012
TBWA\Chiat\Day January 2003 - May 2009
Bates USA January 2001 - December 2002
Doner Advertising January 1998 - December 2000
Bates USA July 1996 - December 1997
KPMG Peat Marwick June 1994 - July 1996
Backer Speilvogel Bates July 1990 - August 1992
Skills
Integrated Marketing, Interactive Marketing, Digital Strategy, Creative Strategy, Digital Marketing, Brand Architecture, Customer Insight, Mobile Marketing, Advertising, Creative Direction, Digital Media, Relationship Marketing, Interactive Advertising, Media Planning, Outdoor Advertising, Marketing Strategy, Viral Marketing, Social Media Marketing, Interaction Design, Marketing Communications, Marketing, Direct Marketing, Market Research, Online Advertising, Brand Development, Strategy, Media Buying, Email Marketing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance & Corporate Strategy
University of California, Irvine 1986 — 1990
BA, Philosophy
Phyllis A. Sullivan, CPA Phyllis A. Sullivan, CPA's KPMG Peat Marwick Experience January 1993 - January 1996
Job Finance & Accounting Professional
Industry Defense & Space
Experience
Crane Aerospace & Electronics September 2009 - Present
Advanced Composite Structures LLC August 2008 - July 2009
Heel Inc October 2004 - August 2008
Sennheiser New Mexico, LLC 2000 - 2004
KPMG Peat Marwick January 1993 - January 1996
Skills
Financial Reporting, Accounting, Internal Controls, Financial Management, Cash Flow, Strategic Planning, Compliance, Forecasting, Process Improvement, Budgeting, Financial Analysis, Excel, Quickbooks, ERP, GAAP, SOX, Financial Accounting, US GAAP, Cost Accounting, Consolidation, Costing, Cash Management, General Ledger, Manufacturing, Microsoft Office, Start-ups, Financial Control, Financial Modeling, Microsoft Excel, Payroll, Financial Audits, Account Reconciliation, Budgets, Finance, Managerial Finance, Management, Sarbanes-Oxley Act
Education
The University of New Mexico - Robert O. Anderson School of Management 1989 — 1992
BBA, Accounting
Crane Aerospace & Electronics September 2009 - Present
Advanced Composite Structures LLC August 2008 - July 2009
Heel Inc October 2004 - August 2008
Sennheiser New Mexico, LLC 2000 - 2004
KPMG Peat Marwick January 1993 - January 1996
Skills
Financial Reporting, Accounting, Internal Controls, Financial Management, Cash Flow, Strategic Planning, Compliance, Forecasting, Process Improvement, Budgeting, Financial Analysis, Excel, Quickbooks, ERP, GAAP, SOX, Financial Accounting, US GAAP, Cost Accounting, Consolidation, Costing, Cash Management, General Ledger, Manufacturing, Microsoft Office, Start-ups, Financial Control, Financial Modeling, Microsoft Excel, Payroll, Financial Audits, Account Reconciliation, Budgets, Finance, Managerial Finance, Management, Sarbanes-Oxley Act
Education
The University of New Mexico - Robert O. Anderson School of Management 1989 — 1992
BBA, Accounting
Richard Cabrera, CPA, CGMA Richard Cabrera, CPA, CGMA's KPMG Peat Marwick Experience February 1980 - December 1983
Job Chief Financial Officer at Surveying and Mapping, Inc.
Industry Civil Engineering
Experience
SURVEYING AND MAPPING, INC August 2008 - Present
TEXAS DISPOSAL SYSTEMS, INC January 2001 - July 2008
Lonestar Medical Transcription, Inc. / e-DOCS MD, Inc. January 1998 - December 2000
American Ecology Recycle Center (U S Ecology, Inc.) January 1996 - December 1997
BROWNING-FERRIS INDUSTRIES, INC January 1986 - December 1995
ALLIANCE EXPLORATION, INC January 1984 - December 1985
KPMG PEAT MARWICK February 1980 - December 1983
Skills
Managerial Finance, Business Development, Due Diligence, Mergers, Financial Modeling, Strategic Financial..., Internal Controls, Operations Management, Corporate Finance, Insurance, Loans, Employee Benefits, Tax, Recruitments, Strategic Planning, Team Leadership, Valuation, Joint Ventures, Mergers & Acquisitions, Financial Reporting, Surveying, Management, Financial Planning
Education
Rhodes College
BA, International Studies
The University of Texas at Austin
MBA, Accounting
SURVEYING AND MAPPING, INC August 2008 - Present
TEXAS DISPOSAL SYSTEMS, INC January 2001 - July 2008
Lonestar Medical Transcription, Inc. / e-DOCS MD, Inc. January 1998 - December 2000
American Ecology Recycle Center (U S Ecology, Inc.) January 1996 - December 1997
BROWNING-FERRIS INDUSTRIES, INC January 1986 - December 1995
ALLIANCE EXPLORATION, INC January 1984 - December 1985
KPMG PEAT MARWICK February 1980 - December 1983
Skills
Managerial Finance, Business Development, Due Diligence, Mergers, Financial Modeling, Strategic Financial..., Internal Controls, Operations Management, Corporate Finance, Insurance, Loans, Employee Benefits, Tax, Recruitments, Strategic Planning, Team Leadership, Valuation, Joint Ventures, Mergers & Acquisitions, Financial Reporting, Surveying, Management, Financial Planning
Education
Rhodes College
BA, International Studies
The University of Texas at Austin
MBA, Accounting
Betsy Pearson Betsy Pearson's KPMG Peat Marwick Experience 1988 - 1991
Job CFO at NCEES
Industry Nonprofit Organization Management
Experience
NCEES July 2013 - Present
BON SECOURS ST. FRANCIS HOSPITAL 2006 - 2013
BENETZ 2003 - 2009
THE PEACE CENTER 1999 - 2003
GREENVILLE HOSPITAL SYSTEM 1996 - 1999
AMERICAN ONCOLOGY RESOURCES 1995 - 1996
MARY BLACK MEMORIAL HOSPITAL 1991 - 1995
KPMG PEAT MARWICK 1988 - 1991
Education
University of Alabama
Bachelor of Science (BS), Summa Cum Lauda
NCEES July 2013 - Present
BON SECOURS ST. FRANCIS HOSPITAL 2006 - 2013
BENETZ 2003 - 2009
THE PEACE CENTER 1999 - 2003
GREENVILLE HOSPITAL SYSTEM 1996 - 1999
AMERICAN ONCOLOGY RESOURCES 1995 - 1996
MARY BLACK MEMORIAL HOSPITAL 1991 - 1995
KPMG PEAT MARWICK 1988 - 1991
Education
University of Alabama
Bachelor of Science (BS), Summa Cum Lauda
Mark Biegel Mark Biegel's KPMG Peat Marwick Experience 1989 - 1992
Job Managing Member & Senior Portfolio Manager Biegel Waller Investment Advisory Services
Industry Investment Management
Experience
Biegel & Waller Investment Advisory Services January 1998 - Present
Deloitte & Touche 1996 - 1998
KPMG Peat Marwick 1989 - 1992
Skills
Alternative Investments, Private Equity, Capital, Debt Restructuring, Investments, Asset Management, Hedge Funds, Valuation, Management, Private Placements, Due Diligence, Business Valuation, M&A experience, Financial Modeling, IPO, Investor Relations, Portfolio Management, Restructuring, Buyouts, Fixed Income, Capital Markets, Joint Ventures, Asset Allocation, Financial Advisory
Education
University of Baltimore School of Law 1992 — 1996
JD, Law
University of Maryland College Park 1985 — 1989
BS, Accounting
Biegel & Waller Investment Advisory Services January 1998 - Present
Deloitte & Touche 1996 - 1998
KPMG Peat Marwick 1989 - 1992
Skills
Alternative Investments, Private Equity, Capital, Debt Restructuring, Investments, Asset Management, Hedge Funds, Valuation, Management, Private Placements, Due Diligence, Business Valuation, M&A experience, Financial Modeling, IPO, Investor Relations, Portfolio Management, Restructuring, Buyouts, Fixed Income, Capital Markets, Joint Ventures, Asset Allocation, Financial Advisory
Education
University of Baltimore School of Law 1992 — 1996
JD, Law
University of Maryland College Park 1985 — 1989
BS, Accounting
Howard B. Epstein Howard B. Epstein's KPMG Peat Marwick Experience September 1989 - September 1998
Job Experienced International Tax Expert
Industry Accounting
Experience
Freed Maxick CPAs, P.C. October 1998 - Present
KPMG Peat Marwick September 1989 - September 1998
Skills
Expatriate Tax, Tax, Tax Advisory, Transfer Pricing, International Tax, Cross-border..., Corporate Tax, CPA, Sales Tax
Education
University at Buffalo 1987 — 1989
MBA, Accounting
Freed Maxick CPAs, P.C. October 1998 - Present
KPMG Peat Marwick September 1989 - September 1998
Skills
Expatriate Tax, Tax, Tax Advisory, Transfer Pricing, International Tax, Cross-border..., Corporate Tax, CPA, Sales Tax
Education
University at Buffalo 1987 — 1989
MBA, Accounting
Susan Etlinger's KPMG Peat Marwick Experience January 1996 - February 1999
Job Industry Analyst at Altimeter Group
Industry Internet
Experience
Altimeter Group May 2010 - Present
The Horn Group April 2006 - May 2010
Edelman January 2002 - April 2006
blanc and otus June 2000 - May 2001
The Weber Group February 1999 - June 2000
KPMG Peat Marwick January 1996 - February 1999
Schwab 1988 - January 1996
Skills
Social Business, Social Media, Social Analytics, Management Consulting, Research, Predictive Analytics, Data Science, Digital Strategy, Strategic Planning, Business Strategy, Social Business Design, Strategic Communications, Blogging, Social Media Marketing, Public Relations, Social Media Measurement, Strategy, Marketing Communications, Online Marketing, Content Strategy, Analytics, Digital Marketing, Thought Leadership, Digital Media, Data Analytics, Market Research, Public Speaking, Writing
Education
U.C. Berkeley
A.B.
Altimeter Group May 2010 - Present
The Horn Group April 2006 - May 2010
Edelman January 2002 - April 2006
blanc and otus June 2000 - May 2001
The Weber Group February 1999 - June 2000
KPMG Peat Marwick January 1996 - February 1999
Schwab 1988 - January 1996
Skills
Social Business, Social Media, Social Analytics, Management Consulting, Research, Predictive Analytics, Data Science, Digital Strategy, Strategic Planning, Business Strategy, Social Business Design, Strategic Communications, Blogging, Social Media Marketing, Public Relations, Social Media Measurement, Strategy, Marketing Communications, Online Marketing, Content Strategy, Analytics, Digital Marketing, Thought Leadership, Digital Media, Data Analytics, Market Research, Public Speaking, Writing
Education
U.C. Berkeley
A.B.
Anthony Depenbrock's KPMG Peat Marwick Experience 1973 - 1986
Job Independent Accounting Professional
Industry Accounting
Experience
Anthony G. Depenbrock, Certified Public Accountant 2008 - Present
Diocese of Covington 1990 - 2008
Continental National Company 1986 - 1990
KPMG Peat Marwick 1973 - 1986
Education
Thomas More College 1968 — 1973
BA, Acounting and Business Administration
Anthony G. Depenbrock, Certified Public Accountant 2008 - Present
Diocese of Covington 1990 - 2008
Continental National Company 1986 - 1990
KPMG Peat Marwick 1973 - 1986
Education
Thomas More College 1968 — 1973
BA, Acounting and Business Administration
Kevin Litke Kevin Litke's KPMG Peat Marwick Experience January 1989 - August 1992
Job Tax Professional
Industry Accounting
Experience
Thomas Howell Ferguson, P.A. September 2008 - July 2010
PricewaterhouseCoopers May 2006 - August 2008
Sink Gillmore & Gordon, LLP December 2004 - May 2006
University of Illinois at Urbana-Champaign August 2003 - August 2005
Deloitte & Touche September 1999 - August 2002
BKD, LLP December 1997 - September 1999
Williams Keepers LLC November 1995 - December 1997
McGladrey & Pullen August 1994 - November 1995
KPMG Peat Marwick January 1989 - August 1992
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
Ph.D. Student, Accountancy
University of Missouri-Columbia, College of Business 1987 — 1988
MS, Accountancy
The University of South Dakota
BS, MBA, Psychology; Management
Thomas Howell Ferguson, P.A. September 2008 - July 2010
PricewaterhouseCoopers May 2006 - August 2008
Sink Gillmore & Gordon, LLP December 2004 - May 2006
University of Illinois at Urbana-Champaign August 2003 - August 2005
Deloitte & Touche September 1999 - August 2002
BKD, LLP December 1997 - September 1999
Williams Keepers LLC November 1995 - December 1997
McGladrey & Pullen August 1994 - November 1995
KPMG Peat Marwick January 1989 - August 1992
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
Ph.D. Student, Accountancy
University of Missouri-Columbia, College of Business 1987 — 1988
MS, Accountancy
The University of South Dakota
BS, MBA, Psychology; Management
Debra Watkins Debra Watkins's KPMG Peat Marwick Experience July 1980 - June 1982
Job Certified Public Accountant
Industry Accounting
Experience
Debra Newby Watkins CPA 1982 - Present
MarketMetric 2007 - 2009
KPMG Peat Marwick July 1980 - June 1982
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1980
Masters of Professional Accounting, Accounting
The University of Texas at Austin 1972 — 1975
BA, Anthropology
Debra Newby Watkins CPA 1982 - Present
MarketMetric 2007 - 2009
KPMG Peat Marwick July 1980 - June 1982
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1980
Masters of Professional Accounting, Accounting
The University of Texas at Austin 1972 — 1975
BA, Anthropology
Elliot Stein Elliot Stein's KPMG Peat Marwick Experience 1986 - 1990
Job Senior Real Estate Economic Consultant
Industry Real Estate
Experience
Urban Land Institute May 2012 - Present
Stein Consulting January 2010 - May 2012
CB Richard Ellis 2001 - 2009
Ernst & Young 1996 - 2001
Marcus & Millichap 1990 - 1995
KPMG Peat Marwick 1986 - 1990
Skills
Real Estate, Management Consulting, Strategic Planning, Feasibility Studies, Due Diligence, Economic Development, Corporate Real Estate, Fiscal impact analysis, Economic impact analysis
Education
UCLA Anderson School of Management
MBA, Real Estate
University of California, Berkeley
BA, Architecture
Urban Land Institute May 2012 - Present
Stein Consulting January 2010 - May 2012
CB Richard Ellis 2001 - 2009
Ernst & Young 1996 - 2001
Marcus & Millichap 1990 - 1995
KPMG Peat Marwick 1986 - 1990
Skills
Real Estate, Management Consulting, Strategic Planning, Feasibility Studies, Due Diligence, Economic Development, Corporate Real Estate, Fiscal impact analysis, Economic impact analysis
Education
UCLA Anderson School of Management
MBA, Real Estate
University of California, Berkeley
BA, Architecture
Mark Krebs, CPA Mark Krebs, CPA's KPMG Peat Marwick Experience August 1982 - December 1985
Job SVP/Chief Financial Officer at Farmers and Merchants Bank
Industry Banking
Experience
Farmers and Merchants Bank January 2010 - Present
ICMC, LLC August 2008 - January 2010
Fieldstone Investment Corporation February 2004 - August 2007
Fieldstone Mortgage 2004 - 2007
American Home Mortgage May 2003 - January 2004
Columbia National, Inc. February 1986 - May 2003
Columbia Real Estate Investments February 1986 - May 1994
KPMG Peat Marwick August 1982 - December 1985
KPMG 1982 - 1985
Education
Towson University 1978 — 1982
BS, Business, Accounting Concentration
Towson University 1978 — 1982
Farmers and Merchants Bank January 2010 - Present
ICMC, LLC August 2008 - January 2010
Fieldstone Investment Corporation February 2004 - August 2007
Fieldstone Mortgage 2004 - 2007
American Home Mortgage May 2003 - January 2004
Columbia National, Inc. February 1986 - May 2003
Columbia Real Estate Investments February 1986 - May 1994
KPMG Peat Marwick August 1982 - December 1985
KPMG 1982 - 1985
Education
Towson University 1978 — 1982
BS, Business, Accounting Concentration
Towson University 1978 — 1982
Jack Looney Jack Looney's KPMG Peat Marwick Experience 1985 - 1987
Job Rapid Renovation & Repair Sales, Estimation, Project Management
Industry Construction
Experience
Solaris Construction LLC 2005 - 2015
Independent Licensed Real Estate Appraiser February 2005 - July 2008
Computer Sciences Corporation 1997 - 2004
Information Technology Enterprises January 1993 - January 1997
General Electric Consulting 1990 - 1993
KPMG Peat Marwick 1985 - 1987
EDS - Electronic Data Systems 1983 - 1985
Education
University of California, Irvine 2002 — 2002
Project Management
Computer Learning Center 1982 — 1983
CDP, Data Processing
University of Delaware 1977 — 1982
BAAS
Brandywine High School 1974 — 1977
Solaris Construction LLC 2005 - 2015
Independent Licensed Real Estate Appraiser February 2005 - July 2008
Computer Sciences Corporation 1997 - 2004
Information Technology Enterprises January 1993 - January 1997
General Electric Consulting 1990 - 1993
KPMG Peat Marwick 1985 - 1987
EDS - Electronic Data Systems 1983 - 1985
Education
University of California, Irvine 2002 — 2002
Project Management
Computer Learning Center 1982 — 1983
CDP, Data Processing
University of Delaware 1977 — 1982
BAAS
Brandywine High School 1974 — 1977
Rob Hughes's KPMG Peat Marwick Experience August 1982 - July 1987
Job CFO/SVP Finance and Risk Management at Overstock.com
Industry Computer Software
Experience
Overstock.com March 2013 - Present
Overstock.com November 2008 - February 2013
TenFold Corporation February 1995 - June 2008
Oracle December 1991 - January 1995
Oracle September 1988 - November 1991
Geothermal Resources International Inc. August 1987 - August 1988
KPMG Peat Marwick August 1982 - July 1987
Education
University of California, Berkeley 1978 — 1982
B.S. Business Administration
Overstock.com March 2013 - Present
Overstock.com November 2008 - February 2013
TenFold Corporation February 1995 - June 2008
Oracle December 1991 - January 1995
Oracle September 1988 - November 1991
Geothermal Resources International Inc. August 1987 - August 1988
KPMG Peat Marwick August 1982 - July 1987
Education
University of California, Berkeley 1978 — 1982
B.S. Business Administration
Francois Berthiaume,CPA,CA Francois Berthiaume,CPA,CA's KPMG Peat Marwick Experience 1990 - 1995
Job Financial Executive helping entrepreneurs and companies reach their goals
Industry Environmental Services
Experience
Sanimax March 2015 - Present
Tri-Finance Inc. October 2014 - March 2015
LCI July 2013 - July 2014
SECOR (Acquired by KPMG in July 2012) November 2010 - June 2013
Worldcolor (Acquired by Quad/Graphics in July 2010) October 2009 - November 2010
Worldcolor formely Quebecor World Inc. August 2006 - September 2009
Quebecor World Inc. July 2001 - July 2006
Uniforet Inc. 1995 - 2001
KPMG Peat Marwick 1990 - 1995
Skills
Restructuring, Finance, Financial Analysis, Financial Reporting, Strategic Planning, Cash Flow, Accounting, Financial Modeling, Internal Controls, Management, Reorganisation, Financial Forecasting, Treasury Management, Performance Management
Education
Université de Sherbrooke 1989 — 1992
Bachelor of Business Administration, Accounting
Seminaire de Sherbrooke 1987 — 1989
D.E.C., Pure & Applied Science
Sanimax March 2015 - Present
Tri-Finance Inc. October 2014 - March 2015
LCI July 2013 - July 2014
SECOR (Acquired by KPMG in July 2012) November 2010 - June 2013
Worldcolor (Acquired by Quad/Graphics in July 2010) October 2009 - November 2010
Worldcolor formely Quebecor World Inc. August 2006 - September 2009
Quebecor World Inc. July 2001 - July 2006
Uniforet Inc. 1995 - 2001
KPMG Peat Marwick 1990 - 1995
Skills
Restructuring, Finance, Financial Analysis, Financial Reporting, Strategic Planning, Cash Flow, Accounting, Financial Modeling, Internal Controls, Management, Reorganisation, Financial Forecasting, Treasury Management, Performance Management
Education
Université de Sherbrooke 1989 — 1992
Bachelor of Business Administration, Accounting
Seminaire de Sherbrooke 1987 — 1989
D.E.C., Pure & Applied Science
Marck L Aghnatios's KPMG Peat Marwick Experience June 2010 - Present
Job Director, Advisory, Technology Enablement, KPMG LLP
Industry Management Consulting
Experience
KPMG Peat Marwick June 2010 - Present
Symantec August 2009 - June 2010
KPMG/BearingPoint July 1999 - August 2009
Frost Bank July 1995 - June 1999
Skills
Business Growth..., Growth Strategies, New Business Development, Growth Management, Product Development, Sales Growth, Management Consulting, Business Development, Telecommunications, Integration, Leadership, Business Process..., Strategy, Business Process, IT Strategy, Management, Business Analysis, Business Transformation, Outsourcing, Cloud Computing, Consulting, Revenue & Profit Growth, Product Management, Pharmaceutical Industry, Business Strategy, Offshoring, IT Transformation, IT Enabled Business..., Process Engineering, Operations Management, IT Operations, PnL Management, Project Portfolio..., Business Intelligence, Start-ups, Mergers & Acquisitions, Program Management
Education
New York University, Stern School of Business 2013 — 2015
Executive MBA, Organizational Leadership, and Managing Growth
University of Texas at Arlington 1994 — 1998
Bachelors, International Business
other
KPMG Peat Marwick June 2010 - Present
Symantec August 2009 - June 2010
KPMG/BearingPoint July 1999 - August 2009
Frost Bank July 1995 - June 1999
Skills
Business Growth..., Growth Strategies, New Business Development, Growth Management, Product Development, Sales Growth, Management Consulting, Business Development, Telecommunications, Integration, Leadership, Business Process..., Strategy, Business Process, IT Strategy, Management, Business Analysis, Business Transformation, Outsourcing, Cloud Computing, Consulting, Revenue & Profit Growth, Product Management, Pharmaceutical Industry, Business Strategy, Offshoring, IT Transformation, IT Enabled Business..., Process Engineering, Operations Management, IT Operations, PnL Management, Project Portfolio..., Business Intelligence, Start-ups, Mergers & Acquisitions, Program Management
Education
New York University, Stern School of Business 2013 — 2015
Executive MBA, Organizational Leadership, and Managing Growth
University of Texas at Arlington 1994 — 1998
Bachelors, International Business
other
Stephen Lloyd, FCA, CTA, FRM, ERP Stephen Lloyd, FCA, CTA, FRM, ERP's KPMG Peat Marwick Experience August 1982 - May 1993
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
University of Bristol Foundation Inc. January 2010 - Present
Morgan Stanley January 1999 - December 2013
Morgan Stanley May 1993 - December 1998
KPMG Peat Marwick August 1982 - May 1993
Skills
Internal Audit, COSO, Internal Controls, Enterprise Risk..., Operational Risk..., Risk Advisory, Fraud Investigations, Audit Management, Audit, External Audit, Big 4, Process Auditing, Operational Risk, Auditing, Risk Assessment, Risk, Investment Banking, IT Audit, Financial Risk, Fraud, Securities, Trading, AML
Education
University of Bristol 1979 — 1982
BSc, Economics and Accounting
Morgan Stanley January 2014 - Present
University of Bristol Foundation Inc. January 2010 - Present
Morgan Stanley January 1999 - December 2013
Morgan Stanley May 1993 - December 1998
KPMG Peat Marwick August 1982 - May 1993
Skills
Internal Audit, COSO, Internal Controls, Enterprise Risk..., Operational Risk..., Risk Advisory, Fraud Investigations, Audit Management, Audit, External Audit, Big 4, Process Auditing, Operational Risk, Auditing, Risk Assessment, Risk, Investment Banking, IT Audit, Financial Risk, Fraud, Securities, Trading, AML
Education
University of Bristol 1979 — 1982
BSc, Economics and Accounting
Derek Cavanagh's KPMG Peat Marwick Experience June 2004 - February 2006
Job Director, Investment Management at Mitsui (USA)
Industry Accounting
Experience
Mitsui (USA) April 2013 - Present
Deloitte November 2010 - Present
KPMG April 2006 - September 2009
KPMG Peat Marwick June 2004 - February 2006
KPMG Audit September 2000 - June 2004
Skills
Business Development, Team Building, Cash Management, Due Diligence, Financial Analysis, Start-ups, Finance, Budgets, Business Strategy
Education
Institute of Chartered Accountants in Ireland 2002 — 2002
ICAI, Chartered Accountant
University College Dublin
M. Acc
University College Dublin 1996 — 1999
B. Comm, Accounting
Mitsui (USA) April 2013 - Present
Deloitte November 2010 - Present
KPMG April 2006 - September 2009
KPMG Peat Marwick June 2004 - February 2006
KPMG Audit September 2000 - June 2004
Skills
Business Development, Team Building, Cash Management, Due Diligence, Financial Analysis, Start-ups, Finance, Budgets, Business Strategy
Education
Institute of Chartered Accountants in Ireland 2002 — 2002
ICAI, Chartered Accountant
University College Dublin
M. Acc
University College Dublin 1996 — 1999
B. Comm, Accounting
Stacy Colebrook-Robjent Stacy Colebrook-Robjent's KPMG Peat Marwick Experience January 1995 - September 1997
Job Controller at Tradehome Shoe Stores Inc.
Industry Retail
Experience
Tradehome Shoe Stores Inc. July 2012 - Present
SHiFT 2011 - April 2013
Robert Half Management Resources June 2010 - June 2012
Bloomington Public Schools August 2009 - June 2010
Pine River-Bacus Schools February 2008 - September 2009
SterilMed April 2006 - October 2007
Zimmer Spine 2003 - 2006
Navitaire 2001 - 2003
Carlson Companies, Inc. 1997 - 2001
KPMG Peat Marwick January 1995 - September 1997
Skills
Financial Reporting, Accounting, Forecasting, Financial Analysis, Budgets, Financial Accounting, Process Improvement, Auditing, Sarbanes-Oxley Act, Project Management, System Implementations, Change Management, Internal Audit, Strategic Planning, Mergers & Acquisitions, Analysis, Financial Modeling, Managerial Finance, Business Analysis, Variance Analysis, Cost Accounting, Finance, Internal Controls, General Ledger, GAAP, Cash Flow, Account Reconciliation, US GAAP, Hyperion Enterprise, Accounts Receivable, Cash Management
Education
University of Colorado Denver 1991 — 1994
BS, Accounting
University of Birmingham 1987 — 1988
Tradehome Shoe Stores Inc. July 2012 - Present
SHiFT 2011 - April 2013
Robert Half Management Resources June 2010 - June 2012
Bloomington Public Schools August 2009 - June 2010
Pine River-Bacus Schools February 2008 - September 2009
SterilMed April 2006 - October 2007
Zimmer Spine 2003 - 2006
Navitaire 2001 - 2003
Carlson Companies, Inc. 1997 - 2001
KPMG Peat Marwick January 1995 - September 1997
Skills
Financial Reporting, Accounting, Forecasting, Financial Analysis, Budgets, Financial Accounting, Process Improvement, Auditing, Sarbanes-Oxley Act, Project Management, System Implementations, Change Management, Internal Audit, Strategic Planning, Mergers & Acquisitions, Analysis, Financial Modeling, Managerial Finance, Business Analysis, Variance Analysis, Cost Accounting, Finance, Internal Controls, General Ledger, GAAP, Cash Flow, Account Reconciliation, US GAAP, Hyperion Enterprise, Accounts Receivable, Cash Management
Education
University of Colorado Denver 1991 — 1994
BS, Accounting
University of Birmingham 1987 — 1988
Rod McKinley Rod McKinley's KPMG Peat Marwick Experience November 1978 - October 1980
Job Partner at Kierland CFO Partners
Industry Financial Services
Experience
Kierland CFO Partners August 2009 - Present
Nautical Enterprises, Inc March 2006 - September 2009
AutoNation, Inc March 2005 - March 2006
International Cruise and Excursions, Inc April 2003 - March 2005
Penske Automotive Group January 2001 - January 2003
Ugly Duckling Corp (now Drive Time) January 1996 - January 2001
JACKSON HEWITT TAX SERVICE January 1993 - January 1996
PriceWaterhouseCoopers January 1991 - January 1993
TALLEY INDUSTRIES, INC January 1989 - January 1991
KPMG Peat Marwick November 1978 - October 1980
Skills
Mergers & Acquisitions, Forecasting, Financial Reporting, Auditing, Accounting, Finance, Sarbanes-Oxley Act, Process Improvement, Financial Accounting, Marketing, Internal Controls
Education
The University of New Mexico - Robert O. Anderson School of Management
BBA, Accounting
Kierland CFO Partners August 2009 - Present
Nautical Enterprises, Inc March 2006 - September 2009
AutoNation, Inc March 2005 - March 2006
International Cruise and Excursions, Inc April 2003 - March 2005
Penske Automotive Group January 2001 - January 2003
Ugly Duckling Corp (now Drive Time) January 1996 - January 2001
JACKSON HEWITT TAX SERVICE January 1993 - January 1996
PriceWaterhouseCoopers January 1991 - January 1993
TALLEY INDUSTRIES, INC January 1989 - January 1991
KPMG Peat Marwick November 1978 - October 1980
Skills
Mergers & Acquisitions, Forecasting, Financial Reporting, Auditing, Accounting, Finance, Sarbanes-Oxley Act, Process Improvement, Financial Accounting, Marketing, Internal Controls
Education
The University of New Mexico - Robert O. Anderson School of Management
BBA, Accounting
Wylie Tollette CFA CPA Wylie Tollette CFA CPA's KPMG Peat Marwick Experience September 1989 - April 1991
Job Chief Operating Investment Officer at CalPERS
Industry Investment Management
Experience
CalPERS March 2014 - Present
Franklin Templeton Group February 1995 - March 2014
American Savings Bank April 1991 - January 1995
KPMG Peat Marwick September 1989 - April 1991
Skills
Financial Risk, Banking, Finance, Asset Managment, Derivatives, Performance Attribution, Mutual Funds, Alternative Investments, Fixed Income, Series 7, Hedge Funds, ETFs, Fixed Income Analysis, Equities, Asset Allocation, Fund Accounting, Investment Strategies, Bloomberg, Investment Management, Portfolio Management, Asset Management, Capital Markets, Financial Services, Cash Management, Leadership, Performance Measurement, Securities, Bonds, Financial Markets, Fund Of Funds, Investments
Education
University of London 2008 — 2013
M.S., Finance, Economic Policy and Quantitative concentrations
University of California, Davis 1984 — 1988
B.S., Agricultural and Managerial Economics
Kent School 1981 — 1984
CalPERS March 2014 - Present
Franklin Templeton Group February 1995 - March 2014
American Savings Bank April 1991 - January 1995
KPMG Peat Marwick September 1989 - April 1991
Skills
Financial Risk, Banking, Finance, Asset Managment, Derivatives, Performance Attribution, Mutual Funds, Alternative Investments, Fixed Income, Series 7, Hedge Funds, ETFs, Fixed Income Analysis, Equities, Asset Allocation, Fund Accounting, Investment Strategies, Bloomberg, Investment Management, Portfolio Management, Asset Management, Capital Markets, Financial Services, Cash Management, Leadership, Performance Measurement, Securities, Bonds, Financial Markets, Fund Of Funds, Investments
Education
University of London 2008 — 2013
M.S., Finance, Economic Policy and Quantitative concentrations
University of California, Davis 1984 — 1988
B.S., Agricultural and Managerial Economics
Kent School 1981 — 1984
Charley Devany Charley Devany's KPMG Peat Marwick Experience August 1989 - May 1991
Job Charley Devany
Industry Accounting
Experience
Charles E. Devany March 2010 - Present
Interactic Holdings, LLC 1997 - 2012
vcfo September 2007 - March 2010
Bel Fuse January 2004 - August 2005
Plastics Color Corporation of PMC January 1998 - March 1999
Austin Semiconductor August 1995 - January 1998
KPMG Peat Marwick August 1989 - May 1991
Skills
Accounting, Mergers, Contract Negotiation, Due Diligence, Quickbooks, Start-ups, Strategic Planning, Financial Reporting, Fundraising, Forecasting, QuickBooks, Mergers & Acquisitions, Strategic Financial..., Budgets, Small Business, Real Estate
Education
University of Maryland College Park 1987 — 1989
MBA, Finance Accounting
Ben Taylor Workshops
The University of Texas at Austin
BS
Charles E. Devany March 2010 - Present
Interactic Holdings, LLC 1997 - 2012
vcfo September 2007 - March 2010
Bel Fuse January 2004 - August 2005
Plastics Color Corporation of PMC January 1998 - March 1999
Austin Semiconductor August 1995 - January 1998
KPMG Peat Marwick August 1989 - May 1991
Skills
Accounting, Mergers, Contract Negotiation, Due Diligence, Quickbooks, Start-ups, Strategic Planning, Financial Reporting, Fundraising, Forecasting, QuickBooks, Mergers & Acquisitions, Strategic Financial..., Budgets, Small Business, Real Estate
Education
University of Maryland College Park 1987 — 1989
MBA, Finance Accounting
Ben Taylor Workshops
The University of Texas at Austin
BS
Lisa Meadows Lisa Meadows's KPMG Peat Marwick Experience April 1992 - August 1994
Job Managing Consultant at IBM
Industry Financial Services
Experience
IBM Global Services October 2002 - Present
PwC Consulting May 1998 - October 2002
Buck Consultants August 1994 - May 1998
KPMG Peat Marwick April 1992 - August 1994
Fleet Bank November 1990 - March 1992
Skills
Business Analysis, Cognos, Business Process, Microsoft Office, Visio, PowerPoint, Requirements Analysis, Management Consulting, Business Process..., IT Strategy, SDLC, Process Improvement, Leadership, Management, Business Process Design, Consulting, Strategy
Education
Union College 1986 — 1990
Bachelor of Science (BS)
Amity
IBM Global Services October 2002 - Present
PwC Consulting May 1998 - October 2002
Buck Consultants August 1994 - May 1998
KPMG Peat Marwick April 1992 - August 1994
Fleet Bank November 1990 - March 1992
Skills
Business Analysis, Cognos, Business Process, Microsoft Office, Visio, PowerPoint, Requirements Analysis, Management Consulting, Business Process..., IT Strategy, SDLC, Process Improvement, Leadership, Management, Business Process Design, Consulting, Strategy
Education
Union College 1986 — 1990
Bachelor of Science (BS)
Amity
Edward Donohue Edward Donohue's KPMG Peat Marwick Experience 1988 - 1996
Job Senior Project Manager
Industry Information Technology and Services
Experience
OptumInsight March 2012 - Present
QualCare Inc. August 2011 - January 2012
Parish Portal July 2010 - July 2011
Merck August 2008 - July 2010
MISI Company October 2002 - August 2008
Keane 1996 - 2002
Sesame Workshop 1989 - 1996
KPMG Peat Marwick 1988 - 1996
Skills
SDLC, Agile Methodologies, Program Management, SharePoint, User Experience, Software Development, Project Management, Usability Testing, Integration, PMO, Project Planning, Usability, User Acceptance Testing, Business Analysis, Six Sigma, Information Architecture, Product Management, Testing, Software Documentation, Management, Data Warehousing, Quality Assurance, Software Project..., Requirements Gathering
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science, Computer Science and Mathematics
Monroe-Woodbury High School 1974 — 1978
Mathematics
OptumInsight March 2012 - Present
QualCare Inc. August 2011 - January 2012
Parish Portal July 2010 - July 2011
Merck August 2008 - July 2010
MISI Company October 2002 - August 2008
Keane 1996 - 2002
Sesame Workshop 1989 - 1996
KPMG Peat Marwick 1988 - 1996
Skills
SDLC, Agile Methodologies, Program Management, SharePoint, User Experience, Software Development, Project Management, Usability Testing, Integration, PMO, Project Planning, Usability, User Acceptance Testing, Business Analysis, Six Sigma, Information Architecture, Product Management, Testing, Software Documentation, Management, Data Warehousing, Quality Assurance, Software Project..., Requirements Gathering
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science, Computer Science and Mathematics
Monroe-Woodbury High School 1974 — 1978
Mathematics
Rich McKenna Rich McKenna's KPMG Peat Marwick Experience 1983 - 1984
Job at LDS Church
Industry Nonprofit Organization Management
Experience
LDS Church November 2009 - Present
LDS Church January 2007 - November 2009
LDS Church March 2000 - December 2006
LDS Church May 1991 - March 2000
Greyhound Lines, Inc. 1989 - May 1991
Ryder Integrated Logistics 1984 - 1989
KPMG Peat Marwick 1983 - 1984
Skills
Volunteer Management, International..., Leadership Development, Public Speaking, Organizational..., Non-profits, Team Building, Coaching, Leadership, Strategic Planning, Conflict Resolution, Research, Budgets, Teaching, Program Management, Customer Service, Change Management, Fundraising, Employee Benefits, Nonprofits, Government, Management, Staff Development, Process Improvement, Analysis, Team Leadership, Project Management, System Administration, Career Counseling, Recruiting, Microsoft Office, Policy, Employee Relations, Program Development, Employee Training, Resume Writing, Time Management, Workshop Facilitation, Interviews, Human Resources, Microsoft Excel, Community Outreach, Event Planning, Performance Management, Supervisory Skills, Organizational..., Job Coaching, Project Planning, Executive Coaching, Career Development
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
MBA, Business Administration
Utah State University 1978 — 1981
BS, Business, Finance
LDS Church November 2009 - Present
LDS Church January 2007 - November 2009
LDS Church March 2000 - December 2006
LDS Church May 1991 - March 2000
Greyhound Lines, Inc. 1989 - May 1991
Ryder Integrated Logistics 1984 - 1989
KPMG Peat Marwick 1983 - 1984
Skills
Volunteer Management, International..., Leadership Development, Public Speaking, Organizational..., Non-profits, Team Building, Coaching, Leadership, Strategic Planning, Conflict Resolution, Research, Budgets, Teaching, Program Management, Customer Service, Change Management, Fundraising, Employee Benefits, Nonprofits, Government, Management, Staff Development, Process Improvement, Analysis, Team Leadership, Project Management, System Administration, Career Counseling, Recruiting, Microsoft Office, Policy, Employee Relations, Program Development, Employee Training, Resume Writing, Time Management, Workshop Facilitation, Interviews, Human Resources, Microsoft Excel, Community Outreach, Event Planning, Performance Management, Supervisory Skills, Organizational..., Job Coaching, Project Planning, Executive Coaching, Career Development
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1983
MBA, Business Administration
Utah State University 1978 — 1981
BS, Business, Finance
Aditi Mathur's KPMG Peat Marwick Experience August 2007 - October 2008
Job Director, Mergers, Acquisitions & Divestitures at American Express
Industry Financial Services
Experience
American Express September 2014 - Present
American Express October 2012 - August 2014
American Express August 2011 - October 2012
McCombs School of Business August 2009 - May 2011
American Express June 2010 - August 2010
Booz & Company October 2009 - December 2009
Ernst & Young December 2008 - July 2009
Alamana Investment CO SAK October 2008 - December 2008
KPMG Peat Marwick August 2007 - October 2008
Skills
Risk Management, Business Strategy, Financial Modeling, Financial Analysis, Business Process..., Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
University of Illinois at Urbana-Champaign 2003 — 2007
B Sc., Electrical Engineering
FAIPS
American Express September 2014 - Present
American Express October 2012 - August 2014
American Express August 2011 - October 2012
McCombs School of Business August 2009 - May 2011
American Express June 2010 - August 2010
Booz & Company October 2009 - December 2009
Ernst & Young December 2008 - July 2009
Alamana Investment CO SAK October 2008 - December 2008
KPMG Peat Marwick August 2007 - October 2008
Skills
Risk Management, Business Strategy, Financial Modeling, Financial Analysis, Business Process..., Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
University of Illinois at Urbana-Champaign 2003 — 2007
B Sc., Electrical Engineering
FAIPS
Phil Ash's KPMG Peat Marwick Experience September 1992 - November 1995
Job Cofounder & CEO at Baton Investing
Industry Publishing
Experience
Baton Investing July 2014 - Present
Investing Daily September 2008 - Present
Business Management Daily January 2001 - Present
Capitol Information Group 2009 - Present
McDonald's Corp. September 1998 - July 2000
Young & Rubicam - Ukraine November 1995 - December 1997
KPMG Peat Marwick September 1992 - November 1995
Skills
Leadership, Small Business, Strategy, Email Marketing, Start-ups, Marketing, Finance, Online Marketing, Product Development, Publishing, Social Media, Newsletters, Advertising, Investments, Human Resources, Digital Marketing, Marketing Strategy, Management, Direct Marketing, Copywriting, Asset Management, Online Advertising, Customer Service, Direct Mail, Lead Generation, Social Media Marketing
Education
Tulane University - A.B. Freeman School of Business 1989 — 1992
MS, Accounting
Baton Investing July 2014 - Present
Investing Daily September 2008 - Present
Business Management Daily January 2001 - Present
Capitol Information Group 2009 - Present
McDonald's Corp. September 1998 - July 2000
Young & Rubicam - Ukraine November 1995 - December 1997
KPMG Peat Marwick September 1992 - November 1995
Skills
Leadership, Small Business, Strategy, Email Marketing, Start-ups, Marketing, Finance, Online Marketing, Product Development, Publishing, Social Media, Newsletters, Advertising, Investments, Human Resources, Digital Marketing, Marketing Strategy, Management, Direct Marketing, Copywriting, Asset Management, Online Advertising, Customer Service, Direct Mail, Lead Generation, Social Media Marketing
Education
Tulane University - A.B. Freeman School of Business 1989 — 1992
MS, Accounting
O. Guillermo P. Villeda O. Guillermo P. Villeda's KPMG Peat Marwick Experience July 1996 - August 1999
Job Director Regional Centroamerica
Industry Wholesale
Experience
Gol'an Group/ Agency Security & Consulting March 2007 - Present
golan group March 2007 - Present
Amway Corporation/Amway El Salvador September 1999 - March 2007
KPMG Peat Marwick July 1996 - August 1999
Skills
Microsoft Excel, Coaching, Organizational..., Team Building, Microsoft Office, Talent Management, PowerPoint, Management Consulting, Performance Management, Microsoft Word, Forecasting, Financial Analysis, Employee Relations, Customer Service, Project Management, Desarrollo..., Gestión de proyectos, Gestión del talento..., Gestión y motivación de..., Planificación..., Pronósticos, Relaciones con los..., Servicio de atención al..., Estrategia empresarial
Education
Universidad Internacional de las Américas 2000 — 2001
1 año de Auditoría Financiera, Finance, General
Universidad Rafael Landívar 1996 — 2000
Auditoria y Contaduria Publica, Business/Managerial Economics
Gol'an Group/ Agency Security & Consulting March 2007 - Present
golan group March 2007 - Present
Amway Corporation/Amway El Salvador September 1999 - March 2007
KPMG Peat Marwick July 1996 - August 1999
Skills
Microsoft Excel, Coaching, Organizational..., Team Building, Microsoft Office, Talent Management, PowerPoint, Management Consulting, Performance Management, Microsoft Word, Forecasting, Financial Analysis, Employee Relations, Customer Service, Project Management, Desarrollo..., Gestión de proyectos, Gestión del talento..., Gestión y motivación de..., Planificación..., Pronósticos, Relaciones con los..., Servicio de atención al..., Estrategia empresarial
Education
Universidad Internacional de las Américas 2000 — 2001
1 año de Auditoría Financiera, Finance, General
Universidad Rafael Landívar 1996 — 2000
Auditoria y Contaduria Publica, Business/Managerial Economics
Abby Spanier Abby Spanier's KPMG Peat Marwick Experience September 1990 - February 1993
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
RGP September 2014 - Present
American Express Publishing/Time Inc. March 2005 - March 2014
Time Inc. May 1996 - March 2005
Lehman Brothers February 1993 - May 1996
KPMG Peat Marwick September 1990 - February 1993
Skills
Advertising, Finance, Financial Analysis, Financial Reporting, Forecasting, Tax, Variance Analysis, Auditing, Accounting, Managerial Finance, Financial Modeling, Financial Accounting, Budgets, Hyperion Enterprise, Strategic Financial..., Financial Planning, Management, Digital Media
Education
University at Buffalo 1986 — 1990
BA, Accounting
RGP September 2014 - Present
American Express Publishing/Time Inc. March 2005 - March 2014
Time Inc. May 1996 - March 2005
Lehman Brothers February 1993 - May 1996
KPMG Peat Marwick September 1990 - February 1993
Skills
Advertising, Finance, Financial Analysis, Financial Reporting, Forecasting, Tax, Variance Analysis, Auditing, Accounting, Managerial Finance, Financial Modeling, Financial Accounting, Budgets, Hyperion Enterprise, Strategic Financial..., Financial Planning, Management, Digital Media
Education
University at Buffalo 1986 — 1990
BA, Accounting
Kristin Abel Kristin Abel's KPMG Peat Marwick Experience September 1991 - September 1996
Job Owner, Yoga West
Industry Health, Wellness and Fitness
Experience
Yoga West November 2005 - Present
Nuevo Energy Company September 1995 - December 2001
KPMG Peat Marwick September 1991 - September 1996
Skills
Yoga, Wellness, Fitness, Holistic Health, Accounting, Financial Analysis, Financial Reporting, Hatha Yoga, Stress Management, Meditation, Wellness Coaching, Relaxation
Education
The University of Texas at Austin 1987 — 1991
BBA, Accounting and Finance
Yoga West November 2005 - Present
Nuevo Energy Company September 1995 - December 2001
KPMG Peat Marwick September 1991 - September 1996
Skills
Yoga, Wellness, Fitness, Holistic Health, Accounting, Financial Analysis, Financial Reporting, Hatha Yoga, Stress Management, Meditation, Wellness Coaching, Relaxation
Education
The University of Texas at Austin 1987 — 1991
BBA, Accounting and Finance
JuanAntonio Gracia JuanAntonio Gracia's KPMG Peat Marwick Experience September 1991 - April 1996
Job Senior Manager at PepsiCo
Industry Food & Beverages
Experience
PepsiCo March 2012 - Present
PepsiCo March 2009 - March 2012
PepsiCo August 2007 - March 2009
PepsiCo October 2005 - August 2007
PepsiCo September 2002 - October 2005
PepsiCo April 1996 - September 2002
KPMG Peat Marwick September 1991 - April 1996
Skills
SAP, Forecasting, US GAAP, Financial Reporting, Consolidation, Accounting, Financial Analysis, Budgeting, P&L, Financial Planning, Planning, Hyperion, SOX, Excel, Financial Modeling, Mergers, Spanish, International Business, Word, Pricing, P&L Management, Analysis, Microsoft Office, Controlling, BPC, Sarbanes-Oxley Act, Strategic Planning, Strategic Financial..., Project Planning, Microsoft Excel, Management
Education
Universidad de Monterrey 1999 — 2001
MBA, Finance, General
Universidad Regiomontana, A.C. 1987 — 1991
CPA, Accounting and Audit
PepsiCo March 2012 - Present
PepsiCo March 2009 - March 2012
PepsiCo August 2007 - March 2009
PepsiCo October 2005 - August 2007
PepsiCo September 2002 - October 2005
PepsiCo April 1996 - September 2002
KPMG Peat Marwick September 1991 - April 1996
Skills
SAP, Forecasting, US GAAP, Financial Reporting, Consolidation, Accounting, Financial Analysis, Budgeting, P&L, Financial Planning, Planning, Hyperion, SOX, Excel, Financial Modeling, Mergers, Spanish, International Business, Word, Pricing, P&L Management, Analysis, Microsoft Office, Controlling, BPC, Sarbanes-Oxley Act, Strategic Planning, Strategic Financial..., Project Planning, Microsoft Excel, Management
Education
Universidad de Monterrey 1999 — 2001
MBA, Finance, General
Universidad Regiomontana, A.C. 1987 — 1991
CPA, Accounting and Audit
Cameron Hess Cameron Hess's KPMG Peat Marwick Experience 1984 - 1991
Job Senior Principal at Wagner Kirkman Blaine Klomparens & Youmans
Industry Law Practice
Experience
Wagner Kirkman Blaine Klomparens & Youmans LLP May 1994 - Present
Hefner Stark & Marois May 1993 - September 1994
KPMG Peat Marwick 1984 - 1991
Skills
State and Local Tax..., Estate Tax Planning, Real Estate Transactions, Business Transactions, Mergers & Acquisitions, Partnerships, Tax, Corporate Law, Financial Planners, Estate Planning, Income Tax, Real Estate, CPA, Tax Law, Accounting, Trusts, Property Tax, Corporate Tax, Financial Planning, Tax Preparation
Education
USC Gould School of Law 1980 — 1983
JD-MBT, Tax Law
University of California, Berkeley 1976 — 1980
BS (Bus Admin), Accounting
Wagner Kirkman Blaine Klomparens & Youmans LLP May 1994 - Present
Hefner Stark & Marois May 1993 - September 1994
KPMG Peat Marwick 1984 - 1991
Skills
State and Local Tax..., Estate Tax Planning, Real Estate Transactions, Business Transactions, Mergers & Acquisitions, Partnerships, Tax, Corporate Law, Financial Planners, Estate Planning, Income Tax, Real Estate, CPA, Tax Law, Accounting, Trusts, Property Tax, Corporate Tax, Financial Planning, Tax Preparation
Education
USC Gould School of Law 1980 — 1983
JD-MBT, Tax Law
University of California, Berkeley 1976 — 1980
BS (Bus Admin), Accounting
Farhad Moshir Farhad Moshir's KPMG Peat Marwick Experience 1985 - 1988
Job Technology Company CFO
Industry Computer Software
Experience
Murdock Martell October 2013 - Present
World Energy Labs 2007 - 2009
Fortemedia 2005 - 2007
iValueHub 2000 - 2004
Merrill Lynch 1993 - 1995
Visa 1988 - 1992
KPMG Peat Marwick 1985 - 1988
Skills
Start-ups, Management, Business Development, Mergers & Acquisitions, Business Strategy, Strategy, Product Management, Competitive Analysis, SaaS, Entrepreneurship, Venture Capital, Executive Management, Strategic Partnerships, Corporate Development, Cross-functional Team...
Education
University of San Francisco 1980 — 1983
MBA, Finance and Accounting
University of California, Berkeley 1975 — 1979
BS, Civil Engineering
Murdock Martell October 2013 - Present
World Energy Labs 2007 - 2009
Fortemedia 2005 - 2007
iValueHub 2000 - 2004
Merrill Lynch 1993 - 1995
Visa 1988 - 1992
KPMG Peat Marwick 1985 - 1988
Skills
Start-ups, Management, Business Development, Mergers & Acquisitions, Business Strategy, Strategy, Product Management, Competitive Analysis, SaaS, Entrepreneurship, Venture Capital, Executive Management, Strategic Partnerships, Corporate Development, Cross-functional Team...
Education
University of San Francisco 1980 — 1983
MBA, Finance and Accounting
University of California, Berkeley 1975 — 1979
BS, Civil Engineering
Sarah Leigh Brich Sarah Leigh Brich's KPMG Peat Marwick Experience 2007 - 2007
Job UX and Marketing Specialist
Industry Internet
Experience
Southwind Management Corporation May 2015 - Present
PDS Tech, Inc. 2015 - 2015
Revlink at Vaden Automotive 2014 - 2015
Vaden Automotive Group 2013 - 2015
BFG Communications June 2011 - 2012
New Perspective June 2010 - 2011
EDMC 2007 - 2010
KPMG Peat Marwick 2007 - 2007
Thiel College 2006 - 2007
KPMG Peat Marwick 2006 - 2006
Skills
ActionScript, CSS, Dreamweaver, Flash, XHTML, HTML, MySQL, After Effects, CMS, Multimedia, Graphic Design, User Experience, Web Design, SQL, PHP, WordPress, Access, jQuery, Web Development, Photoshop, Email Marketing, .NET, Animation, Information Architecture, JavaScript, Interaction Design, HTML 5, Video, User Interface Design, CSS3, OS X, Adobe Creative Suite, SEO, Wireframes, Mobile Applications, E-commerce, HTML5
Education
Thiel College 2003 — 2007
B.A.
Southwind Management Corporation May 2015 - Present
PDS Tech, Inc. 2015 - 2015
Revlink at Vaden Automotive 2014 - 2015
Vaden Automotive Group 2013 - 2015
BFG Communications June 2011 - 2012
New Perspective June 2010 - 2011
EDMC 2007 - 2010
KPMG Peat Marwick 2007 - 2007
Thiel College 2006 - 2007
KPMG Peat Marwick 2006 - 2006
Skills
ActionScript, CSS, Dreamweaver, Flash, XHTML, HTML, MySQL, After Effects, CMS, Multimedia, Graphic Design, User Experience, Web Design, SQL, PHP, WordPress, Access, jQuery, Web Development, Photoshop, Email Marketing, .NET, Animation, Information Architecture, JavaScript, Interaction Design, HTML 5, Video, User Interface Design, CSS3, OS X, Adobe Creative Suite, SEO, Wireframes, Mobile Applications, E-commerce, HTML5
Education
Thiel College 2003 — 2007
B.A.
Robert Williams Robert Williams's KPMG Peat Marwick Experience August 1989 - April 1994
Job
Industry Information Technology and Services
Experience
Microchip Technology Inc April 1994 - Present
KPMG Peat Marwick August 1989 - April 1994
America West Airlines February 1989 - August 1989
Skills
Program Management, Semiconductor Industry, Project Management, Software Development, Management, Cloud Computing, ERP, Vendor Management, Budgets, Process Improvement, Cross-functional Team..., Integration, Business Intelligence, Leadership, Business Analysis, Enterprise Architecture, Mergers & Acquisitions, CRM, Business Process..., Enterprise Software, Forecasting, Information Technology, Data Center, IT Management, Software Project..., Sarbanes-Oxley Act, IT Strategy
Education
University of Arizona 1985 — 1988
BS, Finance/Accounting
Microchip Technology Inc April 1994 - Present
KPMG Peat Marwick August 1989 - April 1994
America West Airlines February 1989 - August 1989
Skills
Program Management, Semiconductor Industry, Project Management, Software Development, Management, Cloud Computing, ERP, Vendor Management, Budgets, Process Improvement, Cross-functional Team..., Integration, Business Intelligence, Leadership, Business Analysis, Enterprise Architecture, Mergers & Acquisitions, CRM, Business Process..., Enterprise Software, Forecasting, Information Technology, Data Center, IT Management, Software Project..., Sarbanes-Oxley Act, IT Strategy
Education
University of Arizona 1985 — 1988
BS, Finance/Accounting
Rex Carlson Rex Carlson's KPMG Peat Marwick Experience September 1988 - September 1993
Job CFO/Treasurer at Edgewood Management Group, LLC
Industry Hospital & Health Care
Experience
Edgewood Management Group, LLC February 2011 - Present
Rex Carlson Business Practices October 2005 - February 2011
RD Offutt Company October 1998 - June 2008
Eide Bailly LLP September 1993 - October 1998
KPMG Peat Marwick September 1988 - September 1993
Laventhol & Horwath 1984 - 1989
Skills
Tax, Real Estate, Treasury Management, Investment Banking, Cash Management, Strategic Financial..., Financial Analysis, Budgets, Finance, Mergers, Financial Reporting, Accounting, Leadership, Insurance, Risk Management, Loans, Investments, Banking, Business Valuation, Forecasting, GAAP, Mergers & Acquisitions, Business Planning, Nonprofits, Strategy, Due Diligence, Management, Executive Management, Managerial Finance, Financial Planning, Internal Controls, Sarbanes-Oxley Act
Education
University of Minnesota - Carlson School of Management 1988 — 1990
MBT, Taxation
The University of North Dakota 1979 — 1983
BBA, Accounting
GHS
Edgewood Management Group, LLC February 2011 - Present
Rex Carlson Business Practices October 2005 - February 2011
RD Offutt Company October 1998 - June 2008
Eide Bailly LLP September 1993 - October 1998
KPMG Peat Marwick September 1988 - September 1993
Laventhol & Horwath 1984 - 1989
Skills
Tax, Real Estate, Treasury Management, Investment Banking, Cash Management, Strategic Financial..., Financial Analysis, Budgets, Finance, Mergers, Financial Reporting, Accounting, Leadership, Insurance, Risk Management, Loans, Investments, Banking, Business Valuation, Forecasting, GAAP, Mergers & Acquisitions, Business Planning, Nonprofits, Strategy, Due Diligence, Management, Executive Management, Managerial Finance, Financial Planning, Internal Controls, Sarbanes-Oxley Act
Education
University of Minnesota - Carlson School of Management 1988 — 1990
MBT, Taxation
The University of North Dakota 1979 — 1983
BBA, Accounting
GHS
Larry Besterman Larry Besterman's KPMG Peat Marwick Experience 1984 - 1987
Job
Industry Information Technology and Services
Experience
TWD & Associates, Inc January 2008 - Present
TWD & Associates, Inc. June 2003 - December 2007
TWD & Associates, Inc June 1999 - June 2003
TWD & Associates, Inc. October 1993 - June 1999
Croom Associates 1988 - 1993
Integrated Systems Analysts 1987 - 1988
KPMG Peat Marwick 1984 - 1987
US Army 1980 - 1984
Skills
Program Management, Business Development, Process Improvement, Leadership, Government Contracting, DoD, Security Clearance, Integration, Military, Security, Requirements Analysis, Strategic Planning, Government, Proposal Writing, Executive Management, Information Assurance
Education
George Mason University - School of Business 1986 — 1990
MBA, Finance
United States Military Academy at West Point 1975 — 1979
BS, Economics
TWD & Associates, Inc January 2008 - Present
TWD & Associates, Inc. June 2003 - December 2007
TWD & Associates, Inc June 1999 - June 2003
TWD & Associates, Inc. October 1993 - June 1999
Croom Associates 1988 - 1993
Integrated Systems Analysts 1987 - 1988
KPMG Peat Marwick 1984 - 1987
US Army 1980 - 1984
Skills
Program Management, Business Development, Process Improvement, Leadership, Government Contracting, DoD, Security Clearance, Integration, Military, Security, Requirements Analysis, Strategic Planning, Government, Proposal Writing, Executive Management, Information Assurance
Education
George Mason University - School of Business 1986 — 1990
MBA, Finance
United States Military Academy at West Point 1975 — 1979
BS, Economics
Robert Chilton Robert Chilton's KPMG Peat Marwick Experience March 1984 - October 1987
Job Chief Operating Officer at Ovagen Fertility
Industry Hospital & Health Care
Experience
Ovagen Fertility November 2014 - Present
Autism Spectrum Therapies May 2010 - October 2014
HemaCare Corporation September 2003 - March 2010
Preferred Health Management February 1999 - June 2003
OrthAlliance Corporation April 1997 - February 1999
E & S Ring Management April 1994 - April 1997
Karl Storz Endoscopy October 1987 - April 1994
KPMG Peat Marwick March 1984 - October 1987
Skills
Mergers, Strategic Planning, Financial Reporting, Restructuring, Accounting, Team Building, Venture Capital, Healthcare, Sarbanes-Oxley Act, Corporate Development, Human Resources, Budgets, Leadership, Management, Mergers, Strategy, Change Management, Start-ups, Risk Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1989 — 1992
MBA, Business
University of California, Los Angeles 1976 — 1980
Bachelors, Economics
Ovagen Fertility November 2014 - Present
Autism Spectrum Therapies May 2010 - October 2014
HemaCare Corporation September 2003 - March 2010
Preferred Health Management February 1999 - June 2003
OrthAlliance Corporation April 1997 - February 1999
E & S Ring Management April 1994 - April 1997
Karl Storz Endoscopy October 1987 - April 1994
KPMG Peat Marwick March 1984 - October 1987
Skills
Mergers, Strategic Planning, Financial Reporting, Restructuring, Accounting, Team Building, Venture Capital, Healthcare, Sarbanes-Oxley Act, Corporate Development, Human Resources, Budgets, Leadership, Management, Mergers, Strategy, Change Management, Start-ups, Risk Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1989 — 1992
MBA, Business
University of California, Los Angeles 1976 — 1980
Bachelors, Economics
Suzanne (Suzie) Beaudoin's KPMG Peat Marwick Experience 1990 - 1995
Job Marketing Manager at Negotium Technologies Inc
Industry Computer Software
Experience
Negotium Technologies Inc January 2015 - Present
7657242 CANADA INC. April 2012 - December 2014
N'Ware Technologies March 2013 - August 2014
Ko-Man-Chi Fishing Inc. April 2010 - June 2012
HansaWorld September 2010 - February 2011
Microsoft 1998 - May 2010
Jovaco Inc. 1996 - 1998
3-SOFT 1995 - 1996
KPMG Peat Marwick 1990 - 1995
Skills
Product Management, CRM, Program Management, Project Management, Enterprise Software, SaaS, ERP, Microsoft CRM, Software Project..., Integration, Business Intelligence, Requirements Analysis, Business Analysis, Cloud Computing, Partner Management, Customer Relationship..., Business Process, Microsoft Dynamics, Axapta, Software Development, Business Process..., Software Documentation, Management, Leadership, Business Development, SAP ERP, SAP BI, Professional Services, Testing, Analysis, Pre-sales, Solution Architecture, Consulting, SAP, Software Implementation, SharePoint, Entrepreneurship, IT Strategy, Solution Selling, Product Development, Team Leadership, Vendor Management, Strategy, Process Improvement, Business Strategy, Direct Sales, Cross-functional Team..., Strategic Partnerships, Lead Generation, Team Building
Education
Université de Montréal 1990 — 1994
Certificates, Law
Université de Moncton 1986 — 1987
Litterature/Publicity
Negotium Technologies Inc January 2015 - Present
7657242 CANADA INC. April 2012 - December 2014
N'Ware Technologies March 2013 - August 2014
Ko-Man-Chi Fishing Inc. April 2010 - June 2012
HansaWorld September 2010 - February 2011
Microsoft 1998 - May 2010
Jovaco Inc. 1996 - 1998
3-SOFT 1995 - 1996
KPMG Peat Marwick 1990 - 1995
Skills
Product Management, CRM, Program Management, Project Management, Enterprise Software, SaaS, ERP, Microsoft CRM, Software Project..., Integration, Business Intelligence, Requirements Analysis, Business Analysis, Cloud Computing, Partner Management, Customer Relationship..., Business Process, Microsoft Dynamics, Axapta, Software Development, Business Process..., Software Documentation, Management, Leadership, Business Development, SAP ERP, SAP BI, Professional Services, Testing, Analysis, Pre-sales, Solution Architecture, Consulting, SAP, Software Implementation, SharePoint, Entrepreneurship, IT Strategy, Solution Selling, Product Development, Team Leadership, Vendor Management, Strategy, Process Improvement, Business Strategy, Direct Sales, Cross-functional Team..., Strategic Partnerships, Lead Generation, Team Building
Education
Université de Montréal 1990 — 1994
Certificates, Law
Université de Moncton 1986 — 1987
Litterature/Publicity
Jim Kobori Jim Kobori's KPMG Peat Marwick Experience 1986 - 1989
Job Vice President and Controller at CooperVision
Industry Medical Devices
Experience
CooperVision 2009 - Present
SGI 1995 - 2009
Electronic Arts 1993 - 1995
Raychem 1989 - 1993
KPMG Peat Marwick 1986 - 1989
Skills
Forecasting, Cross-functional Team..., Sarbanes-Oxley Act, Management, Process Improvement, Strategy, Financial Analysis, Sarbanes-Oxley, Analysis, Finance, Leadership, Executive Management, Strategic Planning, Revenue Recognition, Budgets, Financial Reporting, Business Analysis, Start-ups, Business Strategy, Contract Negotiation, Internal Controls, Strategic Financial..., Employee Benefits, US GAAP, Business Intelligence, Change Management, Manufacturing, Hyperion Enterprise, Marketing, Financial Audits, Human Resources, Continuous Improvement, Team Building, Business Process..., Accounting, Time Management, Sales, Sales Management, Mergers, Acquisition Integration, Pricing, P&L Management, ERP, Leadership Development, Financial Modeling, Auditing, Business Planning, Risk Management
Education
University of California, Berkeley 1982 — 1986
B.S., Business Administration
CooperVision 2009 - Present
SGI 1995 - 2009
Electronic Arts 1993 - 1995
Raychem 1989 - 1993
KPMG Peat Marwick 1986 - 1989
Skills
Forecasting, Cross-functional Team..., Sarbanes-Oxley Act, Management, Process Improvement, Strategy, Financial Analysis, Sarbanes-Oxley, Analysis, Finance, Leadership, Executive Management, Strategic Planning, Revenue Recognition, Budgets, Financial Reporting, Business Analysis, Start-ups, Business Strategy, Contract Negotiation, Internal Controls, Strategic Financial..., Employee Benefits, US GAAP, Business Intelligence, Change Management, Manufacturing, Hyperion Enterprise, Marketing, Financial Audits, Human Resources, Continuous Improvement, Team Building, Business Process..., Accounting, Time Management, Sales, Sales Management, Mergers, Acquisition Integration, Pricing, P&L Management, ERP, Leadership Development, Financial Modeling, Auditing, Business Planning, Risk Management
Education
University of California, Berkeley 1982 — 1986
B.S., Business Administration
Penni Kessler Penni Kessler's KPMG Peat Marwick Experience July 1996 - August 1997
Job Senior Technical Product Manager at Namely
Industry Information Technology and Services
Experience
Namely September 2015 - Present
Paycor January 2015 - August 2015
Ultimate Software February 2013 - December 2014
Ultimate Software May 2008 - February 2013
Liquidnet Holdings, Inc. December 2007 - May 2008
Ultimate Software September 1999 - November 2007
Interim HealthCare October 1998 - August 1999
Amadeus September 1997 - October 1998
KPMG Peat Marwick July 1996 - August 1997
Viacom April 1993 - May 1996
Skills
Agile Methodologies, Scrum, SaaS, Product Management, Business Analysis, UML, Requirements Analysis, Data Modeling, Software Development, Technical Analysis, Product Strategies, User Experience, SDLC, Requirements Gathering, Business Intelligence, Agile Project Management, Quality Assurance, Enterprise Software, Software Project..., Software Design, Strategy, Software Implementation, Start-ups, Architecture, Security, Cloud Computing, Web Applications, Management, Business Process, Enterprise Architecture, Integration
Education
New York University - Leonard N. Stern School of Business 1989 — 1994
MBA, Finance/Int'l. Business/MIS
State University of New York at Albany 1984 — 1988
Bachelor of Science, Finance/Information Systems
Namely September 2015 - Present
Paycor January 2015 - August 2015
Ultimate Software February 2013 - December 2014
Ultimate Software May 2008 - February 2013
Liquidnet Holdings, Inc. December 2007 - May 2008
Ultimate Software September 1999 - November 2007
Interim HealthCare October 1998 - August 1999
Amadeus September 1997 - October 1998
KPMG Peat Marwick July 1996 - August 1997
Viacom April 1993 - May 1996
Skills
Agile Methodologies, Scrum, SaaS, Product Management, Business Analysis, UML, Requirements Analysis, Data Modeling, Software Development, Technical Analysis, Product Strategies, User Experience, SDLC, Requirements Gathering, Business Intelligence, Agile Project Management, Quality Assurance, Enterprise Software, Software Project..., Software Design, Strategy, Software Implementation, Start-ups, Architecture, Security, Cloud Computing, Web Applications, Management, Business Process, Enterprise Architecture, Integration
Education
New York University - Leonard N. Stern School of Business 1989 — 1994
MBA, Finance/Int'l. Business/MIS
State University of New York at Albany 1984 — 1988
Bachelor of Science, Finance/Information Systems
Jaime Seidner's KPMG Peat Marwick Experience January 1996 - April 1997
Job Partner, Indirect Tax (Customs) at PwC (416) 6286601
Industry Accounting
Experience
PwC November 2014 - Present
University of Ottawa Alumni Association November 2013 - Present
CSCB - Canadian Society of Customs Brokers September 2011 - Present
IE Canada 1999 - Present
Dentons August 2008 - November 2014
Tradewin, A Division of Expeditors Canada Inc. 2005 - 2008
I.E.Canada 2002 - 2008
PricewaterhouseCoopers LLP 1997 - 2005
World Trade Institute of Pace University 1999 - 2004
KPMG Peat Marwick January 1996 - April 1997
Skills
Customs, Export Controls, Tax, Customs Regulations, Valuation, Mergers, Corporate Law, Income Tax, Transfer Pricing, Trade Compliance, International Trade, International Tax, Due Diligence, Indirect Taxation, Import, Freight, Cross-border..., Auditing, International Law, NAFTA, Analysis, Mergers & Acquisitions, Accounting, Tax Law, Management, Corporate Governance, Government, VAT, Sales Tax, Joint Ventures
Education
University of Ottawa / Université d'Ottawa
BSocSc
Université Paris Sorbonne (Paris IV)
French
PwC November 2014 - Present
University of Ottawa Alumni Association November 2013 - Present
CSCB - Canadian Society of Customs Brokers September 2011 - Present
IE Canada 1999 - Present
Dentons August 2008 - November 2014
Tradewin, A Division of Expeditors Canada Inc. 2005 - 2008
I.E.Canada 2002 - 2008
PricewaterhouseCoopers LLP 1997 - 2005
World Trade Institute of Pace University 1999 - 2004
KPMG Peat Marwick January 1996 - April 1997
Skills
Customs, Export Controls, Tax, Customs Regulations, Valuation, Mergers, Corporate Law, Income Tax, Transfer Pricing, Trade Compliance, International Trade, International Tax, Due Diligence, Indirect Taxation, Import, Freight, Cross-border..., Auditing, International Law, NAFTA, Analysis, Mergers & Acquisitions, Accounting, Tax Law, Management, Corporate Governance, Government, VAT, Sales Tax, Joint Ventures
Education
University of Ottawa / Université d'Ottawa
BSocSc
Université Paris Sorbonne (Paris IV)
French
Charles Tulloh Charles Tulloh's KPMG Peat Marwick Experience March 1993 - June 1994
Job Chief Credit Officer at Sun Pac Financial, LLC
Industry Banking
Experience
SunPac, LLC June 2015 - Present
South County Bank February 2013 - May 2015
Pacific Alliance Bank October 2010 - June 2012
TomatoBank, N.A. October 2008 - April 2009
Pacific Capital Bancorp August 2001 - June 2005
Pacific Capital Bancorp August 1999 - August 2001
KPMG Peat Marwick March 1993 - June 1994
Mellon Bank June 1988 - September 1990
Security Pacific National Bank June 1979 - June 1988
Skills
Commercial Banking, Portfolio Risk..., Allowance for Loan Loss..., Asset Based Lending, Banking, Commercial Lending, Corporate Finance, Credit, Finance, Financial Risk, Investments, Loan Origination, Loans, Portfolio Management, Risk Management
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Accounting and Finance
University of California at Santa Barbara 1963 — 1967
Bachelor's degree, Experimental Psychology; minor Asian Studies
SunPac, LLC June 2015 - Present
South County Bank February 2013 - May 2015
Pacific Alliance Bank October 2010 - June 2012
TomatoBank, N.A. October 2008 - April 2009
Pacific Capital Bancorp August 2001 - June 2005
Pacific Capital Bancorp August 1999 - August 2001
KPMG Peat Marwick March 1993 - June 1994
Mellon Bank June 1988 - September 1990
Security Pacific National Bank June 1979 - June 1988
Skills
Commercial Banking, Portfolio Risk..., Allowance for Loan Loss..., Asset Based Lending, Banking, Commercial Lending, Corporate Finance, Credit, Finance, Financial Risk, Investments, Loan Origination, Loans, Portfolio Management, Risk Management
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Accounting and Finance
University of California at Santa Barbara 1963 — 1967
Bachelor's degree, Experimental Psychology; minor Asian Studies
Peter Gertler's KPMG Peat Marwick Experience June 1987 - April 1989
Job Director, Global Consulting Services, Infrastructure
Industry Management Consulting
Experience
Autodesk January 2014 - Present
HNTB January 2008 - January 2014
HNTB November 2004 - January 2008
Parsons Brinckerhoff April 1995 - November 2004
Bay Area Rapid Transit District May 1989 - April 1995
KPMG Peat Marwick June 1987 - April 1989
Skills
Transportation Planning, Rail, Transportation, Infrastructure Projects, Public-private..., Airports, Feasibility Studies, Public Transport, Urban Planning, Public Involvement, Proposal Management, Master Planning, Program Management, Sustainability, Project Planning, Executive Management, Strategic Planning, Project Management
Education
University of Pennsylvania 1985 — 1987
MS & MA
University of California, Berkeley 1979 — 1982
BA
Autodesk January 2014 - Present
HNTB January 2008 - January 2014
HNTB November 2004 - January 2008
Parsons Brinckerhoff April 1995 - November 2004
Bay Area Rapid Transit District May 1989 - April 1995
KPMG Peat Marwick June 1987 - April 1989
Skills
Transportation Planning, Rail, Transportation, Infrastructure Projects, Public-private..., Airports, Feasibility Studies, Public Transport, Urban Planning, Public Involvement, Proposal Management, Master Planning, Program Management, Sustainability, Project Planning, Executive Management, Strategic Planning, Project Management
Education
University of Pennsylvania 1985 — 1987
MS & MA
University of California, Berkeley 1979 — 1982
BA
Ann Korff's KPMG Peat Marwick Experience March 1991 - October 1992
Job Operations and Technology Director
Industry Information Technology and Services
Experience
Synergy Sports Technology June 2010 - Present
VSA Partners January 1999 - March 2007
TechAlliance January 1991 - December 1998
Motorola Nortel October 1992 - November 1993
MAC University May 1992 - October 1993
KPMG Peat Marwick March 1991 - October 1992
Ernst & Young November 1989 - March 1991
Skills
Project Management, Strategy, Business Planning, Budgets, Team Building, Customer Service, Staff Management, Operations Management, Technical Documentation, Management, Strategic Growth, Cross-functional..., Strategic Planning, Business Strategy, Cross-functional Team..., Information Technology, Change Management, Leadership, Vendor Management, Process Improvement
Education
University of Arizona
B.S., Emphasis in Business and Operations Management, and Marketing.
University of Illinois
Master of Business Administration
Synergy Sports Technology June 2010 - Present
VSA Partners January 1999 - March 2007
TechAlliance January 1991 - December 1998
Motorola Nortel October 1992 - November 1993
MAC University May 1992 - October 1993
KPMG Peat Marwick March 1991 - October 1992
Ernst & Young November 1989 - March 1991
Skills
Project Management, Strategy, Business Planning, Budgets, Team Building, Customer Service, Staff Management, Operations Management, Technical Documentation, Management, Strategic Growth, Cross-functional..., Strategic Planning, Business Strategy, Cross-functional Team..., Information Technology, Change Management, Leadership, Vendor Management, Process Improvement
Education
University of Arizona
B.S., Emphasis in Business and Operations Management, and Marketing.
University of Illinois
Master of Business Administration
Andrew A. LaGrone Andrew A. LaGrone's KPMG Peat Marwick Experience 1984 - 1986
Job Senior Portfolio Manager/Analyst at Lathrop Investment Management Corporation
Industry Investment Management
Experience
Lathrop Investment Management Corporation 1999 - Present
Sterne, Agee & Leach, Inc. 1995 - 1999
Hill, Crawford & Lanford, Inc. 1986 - 1995
KPMG Peat Marwick 1984 - 1986
Education
University of Arkansas 1980 — 1984
BSBA, Finance/Banking
Lathrop Investment Management Corporation 1999 - Present
Sterne, Agee & Leach, Inc. 1995 - 1999
Hill, Crawford & Lanford, Inc. 1986 - 1995
KPMG Peat Marwick 1984 - 1986
Education
University of Arkansas 1980 — 1984
BSBA, Finance/Banking
Marianne Kring Marianne Kring's KPMG Peat Marwick Experience September 1986 - December 1989
Job CPA, Senior Associate at Morrison & Associates
Industry Accounting
Experience
Morrison & Associates January 2002 - Present
Self-Employed May 1996 - December 2001
Wayker, Morrison & Co January 1993 - April 1995
Heimbucher & Associates January 1990 - December 1992
KPMG Peat Marwick September 1986 - December 1989
Skills
Tax, Accounting, Auditing, QuickBooks, Tax Preparation, Payroll, CPA
Education
University of California, Berkeley 1984 — 1986
Bachelor of Science, Business Administration Accounting and Finance
Morrison & Associates January 2002 - Present
Self-Employed May 1996 - December 2001
Wayker, Morrison & Co January 1993 - April 1995
Heimbucher & Associates January 1990 - December 1992
KPMG Peat Marwick September 1986 - December 1989
Skills
Tax, Accounting, Auditing, QuickBooks, Tax Preparation, Payroll, CPA
Education
University of California, Berkeley 1984 — 1986
Bachelor of Science, Business Administration Accounting and Finance
Michael G. Gaffney's KPMG Peat Marwick Experience August 1999 - February 2001
Job Global Project Manager
Industry Aviation & Aerospace
Experience
CAE November 2014 - Present
CAE Oxford Aviation Academy September 2013 - Present
CAE November 2012 - September 2013
AAR Corporation March 2011 - November 2012
Flightlogics Technical Services 2007 - 2012
Florida Institute of Technology March 2009 - March 2011
Skyline Aeronautics April 2002 - November 2008
Oracle Corporation February 2001 - April 2002
KPMG Peat Marwick August 1999 - February 2001
Cap Gemini December 1988 - September 1994
Skills
ATP Rated Pilot, A&P Mechanic, Certificated Flight..., Aviation, Aircraft, Aerospace, Program Management, Team Building, Strategic Planning, Requirements Analysis, Process Improvement, Change Management, Business Strategy, CFI, Airlines, Airports, Integration, Contract Negotiation, CRM, Flights, Team Leadership, Leadership, Avionics, Piloting, Business Development, Flight Training, Flight Safety, Project Planning, Transportation, Aeronautics, Systems Engineering, Aircraft Maintenance, Commercial Aviation, Supply Chain, Human Factors, Training, Management, Logistics, Helicopters, Software Documentation, Operations Management, Air Force, Military, Airworthiness, Management Consulting, Flight Planning, Private Pilot, Enterprise Software, General Aviation, DoD
Education
University of Bridgeport 1982 — 1987
MBA, Business Administration
Parks College of St. Louis University 1978 — 1981
BS, Aeronautics-Aircraft Maintenance Management
CAE November 2014 - Present
CAE Oxford Aviation Academy September 2013 - Present
CAE November 2012 - September 2013
AAR Corporation March 2011 - November 2012
Flightlogics Technical Services 2007 - 2012
Florida Institute of Technology March 2009 - March 2011
Skyline Aeronautics April 2002 - November 2008
Oracle Corporation February 2001 - April 2002
KPMG Peat Marwick August 1999 - February 2001
Cap Gemini December 1988 - September 1994
Skills
ATP Rated Pilot, A&P Mechanic, Certificated Flight..., Aviation, Aircraft, Aerospace, Program Management, Team Building, Strategic Planning, Requirements Analysis, Process Improvement, Change Management, Business Strategy, CFI, Airlines, Airports, Integration, Contract Negotiation, CRM, Flights, Team Leadership, Leadership, Avionics, Piloting, Business Development, Flight Training, Flight Safety, Project Planning, Transportation, Aeronautics, Systems Engineering, Aircraft Maintenance, Commercial Aviation, Supply Chain, Human Factors, Training, Management, Logistics, Helicopters, Software Documentation, Operations Management, Air Force, Military, Airworthiness, Management Consulting, Flight Planning, Private Pilot, Enterprise Software, General Aviation, DoD
Education
University of Bridgeport 1982 — 1987
MBA, Business Administration
Parks College of St. Louis University 1978 — 1981
BS, Aeronautics-Aircraft Maintenance Management
Jennifer A. Groesch's KPMG Peat Marwick Experience August 1995 - March 1998
Job Dr Pepper Snapple Group Marketing Process Improvement
Industry Consumer Goods
Experience
Dr Pepper Snapple Group October 2010 - Present
Dr Pepper Snapple Group November 2009 - September 2010
Dr Pepper Snapple Group May 2008 - November 2009
Sprint Nextel September 2006 - May 2007
Nextel September 2002 - September 2006
Accenture April 2000 - September 2002
Accenture March 1998 - April 2000
KPMG Peat Marwick August 1995 - March 1998
R.M. Vredenburg May 1993 - August 1995
Skills
Strategic Planning, Product Development, Sales Operations, Planning, P&L Management, Forecasting, Cross-functional Team..., Vendor Relations, Process Improvement, Budgeting, Vendor Management, Process Engineering, Management Consulting, Excel, Cost Reduction, Strategy Development, Change Management, Business Process..., Program Management, Problem Solving
Education
The University of Texas at Arlington 2010 — 2011
Certified Black Belt in Lean Six Sigma
The University of Texas at Dallas 2009 — 2009
Certified Green Belt in Lean Six Sigma
University of Nevada-Reno 1988 — 1992
BS, Management
Dr Pepper Snapple Group October 2010 - Present
Dr Pepper Snapple Group November 2009 - September 2010
Dr Pepper Snapple Group May 2008 - November 2009
Sprint Nextel September 2006 - May 2007
Nextel September 2002 - September 2006
Accenture April 2000 - September 2002
Accenture March 1998 - April 2000
KPMG Peat Marwick August 1995 - March 1998
R.M. Vredenburg May 1993 - August 1995
Skills
Strategic Planning, Product Development, Sales Operations, Planning, P&L Management, Forecasting, Cross-functional Team..., Vendor Relations, Process Improvement, Budgeting, Vendor Management, Process Engineering, Management Consulting, Excel, Cost Reduction, Strategy Development, Change Management, Business Process..., Program Management, Problem Solving
Education
The University of Texas at Arlington 2010 — 2011
Certified Black Belt in Lean Six Sigma
The University of Texas at Dallas 2009 — 2009
Certified Green Belt in Lean Six Sigma
University of Nevada-Reno 1988 — 1992
BS, Management
Julie Dexter Julie Dexter's KPMG Peat Marwick Experience 1992 - 1995
Job at Star Resource Consulting
Industry Accounting
Experience
Star Resource Consulting 2006 - 2008
JDexter Consulting 2002 - 2006
Frito Lay Canada 2004 - 2004
Frito Lay 2000 - 2002
Southwest Securities 1997 - 2000
The Sabre Group 1995 - 1997
KPMG Peat Marwick 1992 - 1995
Education
The University of Texas at Arlington - College of Business
BBA, Accounting
Star Resource Consulting 2006 - 2008
JDexter Consulting 2002 - 2006
Frito Lay Canada 2004 - 2004
Frito Lay 2000 - 2002
Southwest Securities 1997 - 2000
The Sabre Group 1995 - 1997
KPMG Peat Marwick 1992 - 1995
Education
The University of Texas at Arlington - College of Business
BBA, Accounting
Timothy E. Needham Timothy E. Needham's KPMG Peat Marwick Experience September 1994 - September 1995
Job Managing Principal at Leaf Group Pte. Ltd.
Industry Investment Management
Experience
Leaf Group Pte. Ltd April 2013 - Present
Aozora Bank April 2011 - March 2013
Vietcombank Fund Management (Franklin Templeton JV) June 2007 - March 2011
Christofferson Robb & Company June 2006 - June 2007
Benedetto, Gartland & Co. July 1999 - May 2006
Lehman Brothers September 1995 - July 1999
KPMG Peat Marwick September 1994 - September 1995
Skills
Private Equity, Investments, Emerging Markets, Equities, Investment Strategies, Asset Managment, Valuation, Venture Capital, Financial Modeling, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance, Restructuring, Portfolio Management, Credit, Hedge Funds, Asset Management, Capital Markets, Financial Services, Due Diligence, Structured Finance, Funding, Real Estate, Financial Structuring, Trading, Project Finance, Joint Ventures
Education
Thunderbird School of Global Management 1991 — 1993
1993
University of California, Davis 1986 — 1991
AB
Leaf Group Pte. Ltd April 2013 - Present
Aozora Bank April 2011 - March 2013
Vietcombank Fund Management (Franklin Templeton JV) June 2007 - March 2011
Christofferson Robb & Company June 2006 - June 2007
Benedetto, Gartland & Co. July 1999 - May 2006
Lehman Brothers September 1995 - July 1999
KPMG Peat Marwick September 1994 - September 1995
Skills
Private Equity, Investments, Emerging Markets, Equities, Investment Strategies, Asset Managment, Valuation, Venture Capital, Financial Modeling, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance, Restructuring, Portfolio Management, Credit, Hedge Funds, Asset Management, Capital Markets, Financial Services, Due Diligence, Structured Finance, Funding, Real Estate, Financial Structuring, Trading, Project Finance, Joint Ventures
Education
Thunderbird School of Global Management 1991 — 1993
1993
University of California, Davis 1986 — 1991
AB
Jacqueline Richard, CPA, CA Jacqueline Richard, CPA, CA's KPMG Peat Marwick Experience October 1988 - April 1991
Job Director of Financial Reporting at ProMetic Life Sciences Inc.
Industry Accounting
Experience
ProMetic Life Sciences Inc. November 2013 - Present
Orbite Aluminae December 2011 - November 2013
Samson Bélair Deloitte & Touche January 2007 - December 2011
RSM Richter 2003 - 2007
Abbott Laboratories September 1999 - November 2002
Hoechst Celanese Canada May 1991 - September 1999
KPMG Peat Marwick October 1988 - April 1991
Education
Université Laval 1985 — 1988
Bachelor, Sciences de l'administration
ProMetic Life Sciences Inc. November 2013 - Present
Orbite Aluminae December 2011 - November 2013
Samson Bélair Deloitte & Touche January 2007 - December 2011
RSM Richter 2003 - 2007
Abbott Laboratories September 1999 - November 2002
Hoechst Celanese Canada May 1991 - September 1999
KPMG Peat Marwick October 1988 - April 1991
Education
Université Laval 1985 — 1988
Bachelor, Sciences de l'administration
Lucie Touchette, CPA, CA Lucie Touchette, CPA, CA's KPMG Peat Marwick Experience 1984 - 1988
Job Directeur, Divulgation Financière Fonds de placement et Caisses de retraite chez Mouvement Desjardins
Industry Financial Services
Experience
Mouvement Desjardins 2010 - Present
Banque Nationale du Canada (BNC) 2006 - 2009
BNC 2005 - 2006
BNC 2000 - 2005
BNC 1994 - 2000
BNC 1991 - 1994
Bombardier 1990 - 1991
Bombardier 1988 - 1990
KPMG Peat Marwick 1984 - 1988
Skills
Banque
Education
1980 — 1984
Comptable Agrée, Baccalauréat en administration des affaires (B.A.A), option sciences comptables
Cégep de Bois-de-Boulogne 1978 — 1980
Dimplôme d'études collégiales, Administration, comptabilité
Collège Sainte-Anne de Lachine 1973 — 1978
Diplôme d'études secondaires
Mouvement Desjardins 2010 - Present
Banque Nationale du Canada (BNC) 2006 - 2009
BNC 2005 - 2006
BNC 2000 - 2005
BNC 1994 - 2000
BNC 1991 - 1994
Bombardier 1990 - 1991
Bombardier 1988 - 1990
KPMG Peat Marwick 1984 - 1988
Skills
Banque
Education
1980 — 1984
Comptable Agrée, Baccalauréat en administration des affaires (B.A.A), option sciences comptables
Cégep de Bois-de-Boulogne 1978 — 1980
Dimplôme d'études collégiales, Administration, comptabilité
Collège Sainte-Anne de Lachine 1973 — 1978
Diplôme d'études secondaires
Mike Balikian, Esq. Mike Balikian, Esq.'s KPMG Peat Marwick Experience September 1984 - February 1986
Job Estate Planning and Corporate/business attorney
Industry Law Practice
Experience
Law Offices of Michael N. Balikian September 1999 - Present
Alpert, Barr and Gross February 1992 - August 1999
Wallack, Shane, Stanard and Blender November 1987 - January 1992
KPMG Peat Marwick September 1984 - February 1986
Skills
Estate Planning, Trusts, Wills, Estate Administration, Corporate Law, Business Transactions, Real Estate, Tax, LLC, Business Formation, Estate Tax Planning, Real Estate Transactions, Property Law, Estate Law, Tax Law, Buy-sell Agreements, Mediation, Courts, Arbitration
Education
University of the Pacific, McGeorge School of Law 1980 — 1984
Juris Doctor and LLM degrees, Taxation and business
University of Arizona 1976 — 1980
Business Major, Bachlors of Science in Business Administration
Law Offices of Michael N. Balikian September 1999 - Present
Alpert, Barr and Gross February 1992 - August 1999
Wallack, Shane, Stanard and Blender November 1987 - January 1992
KPMG Peat Marwick September 1984 - February 1986
Skills
Estate Planning, Trusts, Wills, Estate Administration, Corporate Law, Business Transactions, Real Estate, Tax, LLC, Business Formation, Estate Tax Planning, Real Estate Transactions, Property Law, Estate Law, Tax Law, Buy-sell Agreements, Mediation, Courts, Arbitration
Education
University of the Pacific, McGeorge School of Law 1980 — 1984
Juris Doctor and LLM degrees, Taxation and business
University of Arizona 1976 — 1980
Business Major, Bachlors of Science in Business Administration
Robert (Bob) Burton Robert (Bob) Burton's KPMG Peat Marwick Experience August 1987 - July 1989
Job Shareholder, Winstead PC
Industry Legal Services
Experience
Winstead PC March 2011 - Present
Armbrust & Brown, L.L.P. September 1992 - April 2011
KPMG Peat Marwick August 1987 - July 1989
Skills
Planned Community..., Condominiums, Community Associations, Condos, Real Estate, Commercial Real Estate, Mixed-use, Residential Homes, Real Estate Transactions, Real Estate Development, FHA, Land Acquisition, Property Management, Land Development, Property, Single Family Homes, HOA, Apartments, Breach Of Contract, Title Insurance, Land Use, Real Estate Financing, Entitlements, Leases, Commercial Litigation, Due Diligence, Appeals, Real Estate Economics, Investment Properties, Mergers & Acquisitions, Contract Negotiation, Zoning, Arbitration, Civil Litigation, Disposition, Mediation
Education
Tulane University Law School 1989 — 1992
J.D., Law
University of North Texas 1984 — 1987
B.S., M.S., Accounting
Winstead PC March 2011 - Present
Armbrust & Brown, L.L.P. September 1992 - April 2011
KPMG Peat Marwick August 1987 - July 1989
Skills
Planned Community..., Condominiums, Community Associations, Condos, Real Estate, Commercial Real Estate, Mixed-use, Residential Homes, Real Estate Transactions, Real Estate Development, FHA, Land Acquisition, Property Management, Land Development, Property, Single Family Homes, HOA, Apartments, Breach Of Contract, Title Insurance, Land Use, Real Estate Financing, Entitlements, Leases, Commercial Litigation, Due Diligence, Appeals, Real Estate Economics, Investment Properties, Mergers & Acquisitions, Contract Negotiation, Zoning, Arbitration, Civil Litigation, Disposition, Mediation
Education
Tulane University Law School 1989 — 1992
J.D., Law
University of North Texas 1984 — 1987
B.S., M.S., Accounting
Clay Abrams Clay Abrams's KPMG Peat Marwick Experience 1995 - 1996
Job Consultant
Industry Computer Software
Experience
NONE - In transition 1999 - Present
CTG 1996 - 1999
KPMG Peat Marwick 1995 - 1996
Lotus Development 1995 - 1996
DPI Services 1993 - 1995
IBM 1965 - 1993
Skills
Software Development, Data Center, Testing, Wireless, SAN, Unix, Lotus Notes, Linux, HP, Enterprise Architecture, Telecommunications, Integration, Troubleshooting, Mobile Devices, Project Management, Solution Architecture
Education
Tri-State University 1959 — 1961
BSEE, Electrical Engineering
NONE - In transition 1999 - Present
CTG 1996 - 1999
KPMG Peat Marwick 1995 - 1996
Lotus Development 1995 - 1996
DPI Services 1993 - 1995
IBM 1965 - 1993
Skills
Software Development, Data Center, Testing, Wireless, SAN, Unix, Lotus Notes, Linux, HP, Enterprise Architecture, Telecommunications, Integration, Troubleshooting, Mobile Devices, Project Management, Solution Architecture
Education
Tri-State University 1959 — 1961
BSEE, Electrical Engineering
Arwen Zemborain Arwen Zemborain's KPMG Peat Marwick Experience 1991 - 1991
Job Marketing and Business Strategy Consultant
Industry Marketing and Advertising
Experience
Self-employed (currently on retainer with EthniFacts) 1992 - Present
NetSpend Corporation 2008 - 2010
Santiago Solutions Group 2007 - 2008
Test Masters Inc. and Casok Inc. 1994 - 1995
KPMG Peat Marwick 1991 - 1991
Skills
Integrated Marketing, Market Research, Marketing Research, Social Media Marketing, Segmentation, Brand Management, Analytics, Strategic Partnerships, Advertising, Strategic Planning, Direct Marketing, Competitive Analysis, Digital Marketing, Customer Insight, Marketing, Cross-functional Team..., CRM, Strategy, Product Marketing
Education
Thunderbird School of Global Management 1992 — 1993
M.I.M. / M.B.A.
University of St. Thomas (TX) 1985 — 1990
B.A. Liberal Arts (Pre-Med curriculum; concentrations in Math and French)
Lamar High School
Self-employed (currently on retainer with EthniFacts) 1992 - Present
NetSpend Corporation 2008 - 2010
Santiago Solutions Group 2007 - 2008
Test Masters Inc. and Casok Inc. 1994 - 1995
KPMG Peat Marwick 1991 - 1991
Skills
Integrated Marketing, Market Research, Marketing Research, Social Media Marketing, Segmentation, Brand Management, Analytics, Strategic Partnerships, Advertising, Strategic Planning, Direct Marketing, Competitive Analysis, Digital Marketing, Customer Insight, Marketing, Cross-functional Team..., CRM, Strategy, Product Marketing
Education
Thunderbird School of Global Management 1992 — 1993
M.I.M. / M.B.A.
University of St. Thomas (TX) 1985 — 1990
B.A. Liberal Arts (Pre-Med curriculum; concentrations in Math and French)
Lamar High School
Thomas Schieffer CPA Thomas Schieffer CPA's KPMG Peat Marwick Experience 1996 - 2003
Job Investigations at FDIC
Industry Financial Services
Experience
FDIC June 2010 - Present
Washington Mutual May 2003 - May 2009
JP Morgan Chase 2008 - 2009
Washington Mutual Bank 2003 - 2009
WaMu 2003 - 2009
KPMG August 1996 - April 2003
KPMG Peat Marwick 1996 - 2003
FDIC May 1990 - July 1996
Southwestern Savings May 1987 - May 1990
Gill Savings December 1980 - May 1987
Skills
Internal Controls, Financial Analysis, Accounting, Risk Management, Managerial Finance, Financial Reporting, Analysis, Due Diligence, Finance, Mergers & Acquisitions, Cash Management, Strategy, Internal Audit, Valuation, Management, Banking, Leadership, Financial Services, Asset Management, Loans, Start-ups, General Ledger, Financial Risk, Auditing, Sarbanes-Oxley Act
Education
The University of Texas at San Antonio 1979 — 1981
BBA, Accounting
Austin High School 1972 — 1974
FDIC June 2010 - Present
Washington Mutual May 2003 - May 2009
JP Morgan Chase 2008 - 2009
Washington Mutual Bank 2003 - 2009
WaMu 2003 - 2009
KPMG August 1996 - April 2003
KPMG Peat Marwick 1996 - 2003
FDIC May 1990 - July 1996
Southwestern Savings May 1987 - May 1990
Gill Savings December 1980 - May 1987
Skills
Internal Controls, Financial Analysis, Accounting, Risk Management, Managerial Finance, Financial Reporting, Analysis, Due Diligence, Finance, Mergers & Acquisitions, Cash Management, Strategy, Internal Audit, Valuation, Management, Banking, Leadership, Financial Services, Asset Management, Loans, Start-ups, General Ledger, Financial Risk, Auditing, Sarbanes-Oxley Act
Education
The University of Texas at San Antonio 1979 — 1981
BBA, Accounting
Austin High School 1972 — 1974
Carrie Low, PHR's KPMG Peat Marwick Experience 1993 - 1997
Job Experienced Recruiting Professional
Industry Human Resources
Experience
Ernst & Young May 2003 - November 2008
Deloitte & Touche 1997 - 2001
KPMG Peat Marwick 1993 - 1997
The Chester Group 1989 - 1993
ADP Commercial Services, ADP Benefits Services, Institutional Financing Services October 1986 - October 1989
Education
University of California, Davis
B.S., Managerial Economics
Ernst & Young May 2003 - November 2008
Deloitte & Touche 1997 - 2001
KPMG Peat Marwick 1993 - 1997
The Chester Group 1989 - 1993
ADP Commercial Services, ADP Benefits Services, Institutional Financing Services October 1986 - October 1989
Education
University of California, Davis
B.S., Managerial Economics
John Bannert's KPMG Peat Marwick Experience January 1990 - December 1992
Job Building and Construction Consultant (jebannert@yahoo.com)
Industry Insurance
Experience
Unified Building Sciences, Inc. June 2007 - Present
Titan Consulting March 2005 - August 2006
HRsmart September 2003 - February 2005
Peopleclick January 1997 - September 2003
Business Information Technology January 1996 - December 1996
Criterion January 1993 - December 1995
KPMG Peat Marwick January 1990 - December 1992
Computations/Dyer Wells 1989 - 1989
Genesys Software 1985 - 1988
American General 1984 - 1984
Skills
Construction Estimating, Damage Assessment, Loss Evaluation, Professional Report..., Forensic Accounting, Litigation Support, Building Codes, Documentation Review, Construction Standards, Drying and Restoration, Vendor Management, Applicant Tracking..., Talent Management, Training, Enterprise Software, Recruiting, Human Resources, Leadership, Sales, HRIS, Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1980
MPA, Accounting, Information Science
University of Houston, C.T. Bauer College of Business 1977 — 1979
BBA, Business, Accounting
Unified Building Sciences, Inc. June 2007 - Present
Titan Consulting March 2005 - August 2006
HRsmart September 2003 - February 2005
Peopleclick January 1997 - September 2003
Business Information Technology January 1996 - December 1996
Criterion January 1993 - December 1995
KPMG Peat Marwick January 1990 - December 1992
Computations/Dyer Wells 1989 - 1989
Genesys Software 1985 - 1988
American General 1984 - 1984
Skills
Construction Estimating, Damage Assessment, Loss Evaluation, Professional Report..., Forensic Accounting, Litigation Support, Building Codes, Documentation Review, Construction Standards, Drying and Restoration, Vendor Management, Applicant Tracking..., Talent Management, Training, Enterprise Software, Recruiting, Human Resources, Leadership, Sales, HRIS, Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1980
MPA, Accounting, Information Science
University of Houston, C.T. Bauer College of Business 1977 — 1979
BBA, Business, Accounting
Roberto Bettaglio's KPMG Peat Marwick Experience August 1993 - February 1994
Job CFO | Finance Director | Finance Transformation | Shared Services
Industry Financial Services
Experience
Citi October 2013 - Present
Citi August 2011 - October 2013
Citi August 2001 - August 2011
Citi November 2007 - July 2009
Citi February 1994 - August 2001
KPMG Peat Marwick August 1993 - February 1994
Ernst & Young August 1991 - June 1993
Lomas Financial Group June 1987 - June 1989
Skills
ERP, Risk Management, Bilingual-Spanish, Basel II, Data Warehousing, Pension Funds, Managerial Finance, Financial Risk, Strategic Planning, Process Improvement, SDLC, Sarbanes-Oxley Act, Accounting / Internal..., Liquidity / Market Risk..., Regulatory and..., Banking, PeopleSoft Financial, Flexcube Core Banking, Credit Risk, Cross-functional Team..., Finance Transformation, Internal Controls, Business Intelligence, Financial Reporting, Corporate Finance, Analysis, Management Consulting, Change Management, Internal Audit, Management, Leadership, Program Management, Executive Management, Budgets, Business Process..., Shared Services, Financial Analysis, Acquisition Integration, Six Sigma, Project Management, Business Process..., Treasury Management, Financial Services, Finance, Strategic Financial..., Executive Reporting, Corporate FP&A, Financial Planning, Executive Development, Strategic Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
MBA, Information Systems Management, Finance
The University of Texas at Austin 1983 — 1987
BBA, Information Systems Management, Accounting
Escuela Americana de El Salvador
High School Diploma & Baccaulerate Program
Citi October 2013 - Present
Citi August 2011 - October 2013
Citi August 2001 - August 2011
Citi November 2007 - July 2009
Citi February 1994 - August 2001
KPMG Peat Marwick August 1993 - February 1994
Ernst & Young August 1991 - June 1993
Lomas Financial Group June 1987 - June 1989
Skills
ERP, Risk Management, Bilingual-Spanish, Basel II, Data Warehousing, Pension Funds, Managerial Finance, Financial Risk, Strategic Planning, Process Improvement, SDLC, Sarbanes-Oxley Act, Accounting / Internal..., Liquidity / Market Risk..., Regulatory and..., Banking, PeopleSoft Financial, Flexcube Core Banking, Credit Risk, Cross-functional Team..., Finance Transformation, Internal Controls, Business Intelligence, Financial Reporting, Corporate Finance, Analysis, Management Consulting, Change Management, Internal Audit, Management, Leadership, Program Management, Executive Management, Budgets, Business Process..., Shared Services, Financial Analysis, Acquisition Integration, Six Sigma, Project Management, Business Process..., Treasury Management, Financial Services, Finance, Strategic Financial..., Executive Reporting, Corporate FP&A, Financial Planning, Executive Development, Strategic Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
MBA, Information Systems Management, Finance
The University of Texas at Austin 1983 — 1987
BBA, Information Systems Management, Accounting
Escuela Americana de El Salvador
High School Diploma & Baccaulerate Program
Jim Mueller's KPMG Peat Marwick Experience January 1985 - January 1988
Job Managing Director, Professional Services Firm
Industry Management Consulting
Experience
Donnelly, Mueller & Keightly LLP March 2000 - Present
Accenture January 1997 - February 2000
Computer Sciences Corporation January 1995 - January 1997
Ernst & Young LLP January 1988 - January 1995
KPMG Peat Marwick January 1985 - January 1988
Skills
Management Consulting, Supply Chain Management, Business Strategy, Mergers, Outsourcing, Supply Chain, Logistics, Transportation, Change Management, Process Improvement, Business Intelligence, Business Process..., Consulting, Mergers & Acquisitions, Integration, Manufacturing, Leadership, Cross-functional Team..., Strategy, Retail, Start-ups, Team Building, Procurement, Operations Management, Executive Management, Business Transformation, Program Management, Business Process, Business Development, Professional Services, Business Planning, IT Strategy, Acquisition Integration, ERP, Operational Excellence, Vendor Management, Business Analysis, Supply Chain Consulting, Restructuring, Management, Governance, Business Process..., CRM, Strategic Consulting, Recruiting, Organizational Design, PMO, Performance Improvement, Project Portfolio..., Strategic Planning
Education
The University of Texas at Austin
BA, PSYCHOLOGY and INTERNATIONAL RELATIONS
Donnelly, Mueller & Keightly LLP March 2000 - Present
Accenture January 1997 - February 2000
Computer Sciences Corporation January 1995 - January 1997
Ernst & Young LLP January 1988 - January 1995
KPMG Peat Marwick January 1985 - January 1988
Skills
Management Consulting, Supply Chain Management, Business Strategy, Mergers, Outsourcing, Supply Chain, Logistics, Transportation, Change Management, Process Improvement, Business Intelligence, Business Process..., Consulting, Mergers & Acquisitions, Integration, Manufacturing, Leadership, Cross-functional Team..., Strategy, Retail, Start-ups, Team Building, Procurement, Operations Management, Executive Management, Business Transformation, Program Management, Business Process, Business Development, Professional Services, Business Planning, IT Strategy, Acquisition Integration, ERP, Operational Excellence, Vendor Management, Business Analysis, Supply Chain Consulting, Restructuring, Management, Governance, Business Process..., CRM, Strategic Consulting, Recruiting, Organizational Design, PMO, Performance Improvement, Project Portfolio..., Strategic Planning
Education
The University of Texas at Austin
BA, PSYCHOLOGY and INTERNATIONAL RELATIONS
Brian Goo's KPMG Peat Marwick Experience October 2007 - October 2010
Job Senior Software Engineer (Backend & Mobile Development) at gamut
Industry Computer Software
Experience
Gamut. Smart media from Cox. February 2014 - Present
TBWA\Toronto July 2012 - November 2013
Provenir Inc. – Financial November 2010 - June 2012
KPMG Peat Marwick October 2007 - October 2010
KPMG Peat Marwick March 2007 - October 2007
Nippon Telegraph & Telephone (NTT) June 2005 - December 2005
Madentec Ltd. May 2004 - August 2004
Skills
Java, Databases, Software Engineering, Microsoft SQL Server, JavaScript, Mobile Applications, Oracle, Subversion, C#, .NET, SQL Server, ASP.NET MVC, Web Services API, Application Development, git, JSON, HTML 5, CSS3, Computer Engineering, C++, Testing, WSDL, C, Linux, Windows, Mac OS, Software Development, Programming, Web Applications, SQL, Unix, Code, Analysis, Scripting, Algorithms, Documentation, REST, Node.js, MongoDB, SOA, jQuery, XML, AngularJS, AJAX, User Interface Design, CSS
Education
University of Alberta 2001 — 2006
B.Sc, Computer Engineering
Gamut. Smart media from Cox. February 2014 - Present
TBWA\Toronto July 2012 - November 2013
Provenir Inc. – Financial November 2010 - June 2012
KPMG Peat Marwick October 2007 - October 2010
KPMG Peat Marwick March 2007 - October 2007
Nippon Telegraph & Telephone (NTT) June 2005 - December 2005
Madentec Ltd. May 2004 - August 2004
Skills
Java, Databases, Software Engineering, Microsoft SQL Server, JavaScript, Mobile Applications, Oracle, Subversion, C#, .NET, SQL Server, ASP.NET MVC, Web Services API, Application Development, git, JSON, HTML 5, CSS3, Computer Engineering, C++, Testing, WSDL, C, Linux, Windows, Mac OS, Software Development, Programming, Web Applications, SQL, Unix, Code, Analysis, Scripting, Algorithms, Documentation, REST, Node.js, MongoDB, SOA, jQuery, XML, AngularJS, AJAX, User Interface Design, CSS
Education
University of Alberta 2001 — 2006
B.Sc, Computer Engineering
Renee Wales's KPMG Peat Marwick Experience 1983 - 1985
Job Internal Reporting Manager at Dean Foods
Industry Construction
Experience
GameStop February 2014 - Present
Dean Foods March 2011 - February 2014
Centex / Pulte 2000 - January 2011
Centex Homes 1988 - 1999
KPMG Peat Marwick 1983 - 1985
Skills
Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Forecasting, Hyperion Enterprise, Consolidation, Auditing, Strategic Financial..., General Ledger, Financial Analysis, US GAAP, Process Improvement, JD Edwards, Financial Statements, Essbase, Hyperion
Education
The University of Texas at Austin
BBA, Accounting
GameStop February 2014 - Present
Dean Foods March 2011 - February 2014
Centex / Pulte 2000 - January 2011
Centex Homes 1988 - 1999
KPMG Peat Marwick 1983 - 1985
Skills
Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Forecasting, Hyperion Enterprise, Consolidation, Auditing, Strategic Financial..., General Ledger, Financial Analysis, US GAAP, Process Improvement, JD Edwards, Financial Statements, Essbase, Hyperion
Education
The University of Texas at Austin
BBA, Accounting
Jose N. Cardona's KPMG Peat Marwick Experience May 1985 - September 2011
Job Certified Public Accountant (CPA) / Chartered Global Management Accountant (CGMA) at Semi Retired
Industry Accounting
Experience
Retired October 2011 - Present
KPMG May 1985 - September 2011
KPMG Peat Marwick May 1985 - September 2011
Skills
Auditing, Financial Reporting, Accounting, GAAP, Due Diligence, Internal Controls, Corporate Tax, Financial Analysis, Internal Audit, Financial Accounting, Assurance, Sarbanes-Oxley Act, Tax, Income Tax, IFRS, Tax Accounting, International Tax, Tax Advisory, Corporate Finance, Management Consulting, Financial Audits, Enterprise Risk..., Budgets, Business Valuation, US GAAP, External Audit, IT Audit, Managerial Finance, SEC filings, COSO, Strategic Financial...
Education
Universidad de Puerto Rico 1968 — 1972
Bachelor of Business Administration (BBA), Accounting and Business/Management
Academia San Jorge 1955 — 1968
High School, None
Retired October 2011 - Present
KPMG May 1985 - September 2011
KPMG Peat Marwick May 1985 - September 2011
Skills
Auditing, Financial Reporting, Accounting, GAAP, Due Diligence, Internal Controls, Corporate Tax, Financial Analysis, Internal Audit, Financial Accounting, Assurance, Sarbanes-Oxley Act, Tax, Income Tax, IFRS, Tax Accounting, International Tax, Tax Advisory, Corporate Finance, Management Consulting, Financial Audits, Enterprise Risk..., Budgets, Business Valuation, US GAAP, External Audit, IT Audit, Managerial Finance, SEC filings, COSO, Strategic Financial...
Education
Universidad de Puerto Rico 1968 — 1972
Bachelor of Business Administration (BBA), Accounting and Business/Management
Academia San Jorge 1955 — 1968
High School, None
Herb Warner's KPMG Peat Marwick Experience 1971 - 1993
Job Accounting Consultant and Contractor
Industry Accounting
Experience
Self-employed 1993 - Present
KPMG Peat Marwick 1971 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1969 — 1971
MBA, Business
Self-employed 1993 - Present
KPMG Peat Marwick 1971 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1969 — 1971
MBA, Business
Ellen Lasch's KPMG Peat Marwick Experience 1982 - 1987
Job Business Strategy
Industry Management Consulting
Experience
Independent Professional Strategic DirectorThe Hallowell CenterOctober 2007 - October 2010
American Express January 1998 - June 2005
KPMG Peat Marwick 1982 - 1987
Skills
Segmentation, Strategy, Analytics, Marketing Strategy, Strategic Partnerships, Business Strategy, Customer Acquisition, Direct Marketing, Digital Marketing, Customer Insight, Strategic Planning, Financial Services, Market Research, Product Management, Business Development, Management, Competitive Intelligence, Integrated Marketing, Brand Management, Marketing Communications, Product Development, Competitive Analysis, Loyalty Marketing
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
Master of Business Administration (MBA), Marketing and Accounting
Trinity College-Hartford 1978 — 1982
BA, Economics
Independent Professional Strategic DirectorThe Hallowell CenterOctober 2007 - October 2010
American Express January 1998 - June 2005
KPMG Peat Marwick 1982 - 1987
Skills
Segmentation, Strategy, Analytics, Marketing Strategy, Strategic Partnerships, Business Strategy, Customer Acquisition, Direct Marketing, Digital Marketing, Customer Insight, Strategic Planning, Financial Services, Market Research, Product Management, Business Development, Management, Competitive Intelligence, Integrated Marketing, Brand Management, Marketing Communications, Product Development, Competitive Analysis, Loyalty Marketing
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
Master of Business Administration (MBA), Marketing and Accounting
Trinity College-Hartford 1978 — 1982
BA, Economics
Steven Chan's KPMG Peat Marwick Experience 1993 - 1996
Job Vice President, Corporate Controller at MyoKardia
Industry Information Technology and Services
Experience
MyoKardia November 2014 - Present
Solta Medical, Inc. 2010 - November 2014
Moody's Analytics 2007 - 2010
Polycom, Inc. 2006 - 2007
Logitech, Inc. 2002 - 2006
Sun Microsystems 2000 - 2002
Looksmart 1998 - 2000
DFS 1996 - 1998
KPMG Peat Marwick 1993 - 1996
Skills
Revenue Recognition, Financial Analysis, Accounting, Sarbanes-Oxley Act, Variance Analysis, Internal Controls, ERP, Financial Reporting, Cross-functional Team..., Mergers & Acquisitions, Forecasting, Management, Finance, Auditing, SEC filings, Acquisition Integration, Start-ups, Executive Management
Education
University of California, Berkeley, Haas School of Business 1989 — 1993
MyoKardia November 2014 - Present
Solta Medical, Inc. 2010 - November 2014
Moody's Analytics 2007 - 2010
Polycom, Inc. 2006 - 2007
Logitech, Inc. 2002 - 2006
Sun Microsystems 2000 - 2002
Looksmart 1998 - 2000
DFS 1996 - 1998
KPMG Peat Marwick 1993 - 1996
Skills
Revenue Recognition, Financial Analysis, Accounting, Sarbanes-Oxley Act, Variance Analysis, Internal Controls, ERP, Financial Reporting, Cross-functional Team..., Mergers & Acquisitions, Forecasting, Management, Finance, Auditing, SEC filings, Acquisition Integration, Start-ups, Executive Management
Education
University of California, Berkeley, Haas School of Business 1989 — 1993
Theresa Knutson's KPMG Peat Marwick Experience 1989 - November 1996
Job Project Director with TechCaliber Consulting
Industry Telecommunications
Experience
TechCaliber Consulting ("TC2") 2007 - Present
Gateway 1997 - 2005
KPMG Peat Marwick 1989 - November 1996
Education
The University of North Dakota 1985 — 1989
TechCaliber Consulting ("TC2") 2007 - Present
Gateway 1997 - 2005
KPMG Peat Marwick 1989 - November 1996
Education
The University of North Dakota 1985 — 1989
Mary Anawalt's KPMG Peat Marwick Experience September 1989 - June 1990
Job VP Marketing at Honda Federal Credit Union
Industry Banking
Experience
Honda Federal Credit Union September 2002 - Present
Gordon Brush Mfg Co., Inc. November 1997 - October 2001
Citicorp July 1996 - October 1997
A&B Brush Mfg. Corp. July 1992 - July 1996
Citicorp June 1990 - June 1992
KPMG Peat Marwick September 1989 - June 1990
First Interstate Bank October 1984 - August 1987
Skills
Credit Unions, Marketing, Credit, Internet Banking, Financial Services, Banking, Strategic Planning, Management, Mobile Banking, Public Relations, Brand Management, Loans, Business Development, Executive Management, Direct Marketing, Budgets, Strategy, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
Master of Business Administration (MBA)
University of California, Berkeley 1980 — 1984
BS, Economics
Honda Federal Credit Union September 2002 - Present
Gordon Brush Mfg Co., Inc. November 1997 - October 2001
Citicorp July 1996 - October 1997
A&B Brush Mfg. Corp. July 1992 - July 1996
Citicorp June 1990 - June 1992
KPMG Peat Marwick September 1989 - June 1990
First Interstate Bank October 1984 - August 1987
Skills
Credit Unions, Marketing, Credit, Internet Banking, Financial Services, Banking, Strategic Planning, Management, Mobile Banking, Public Relations, Brand Management, Loans, Business Development, Executive Management, Direct Marketing, Budgets, Strategy, Marketing Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
Master of Business Administration (MBA)
University of California, Berkeley 1980 — 1984
BS, Economics
Frank Overfelt's KPMG Peat Marwick Experience 1984 - 1986
Job President at Delta Healthcare Consulting Group and Owner, same
Industry Hospital & Health Care
Experience
Delta Healthcare Consulting Group May 2003 - Present
same May 2003 - Present
HIMSS National 1979 - Present
Texas Children's Hospital 1992 - 2012
SHS 2000 - 2011
WellSpring 2002 - 2006
Tenet Information Services February 1995 - May 2003
KPMG Peat Marwick 1984 - 1986
Intermountain Healtcare 1981 - 1984
Skills
Healthcare, Performance Improvement, Healthcare Information..., Healthcare Consulting, EMR, EHR, Hospitals, Productivity, Nursing, Healthcare Industry, HIPAA, Informatics, Healthcare Management, Quality Improvement, Process Improvement, Leadership, Management, HL7, Strategic Planning, Revenue Cycle, Health Information...
Education
University of Utah - David Eccles School of Business 1966 — 1970
UC Berkeley
Delta Healthcare Consulting Group May 2003 - Present
same May 2003 - Present
HIMSS National 1979 - Present
Texas Children's Hospital 1992 - 2012
SHS 2000 - 2011
WellSpring 2002 - 2006
Tenet Information Services February 1995 - May 2003
KPMG Peat Marwick 1984 - 1986
Intermountain Healtcare 1981 - 1984
Skills
Healthcare, Performance Improvement, Healthcare Information..., Healthcare Consulting, EMR, EHR, Hospitals, Productivity, Nursing, Healthcare Industry, HIPAA, Informatics, Healthcare Management, Quality Improvement, Process Improvement, Leadership, Management, HL7, Strategic Planning, Revenue Cycle, Health Information...
Education
University of Utah - David Eccles School of Business 1966 — 1970
UC Berkeley
Andrew Hoffman, CPA's KPMG Peat Marwick Experience September 1994 - May 1995
Job Director of Globefin US Advisors, LLC
Industry Financial Services
Experience
Globefin US Advisors LLC April 2007 - Present
Asset Alliance Corporation 2006 - 2007
Stillwater Capital Partners January 2001 - August 2006
Bear Stearns November 1997 - August 2000
Schain Leifer Guarlnick CPA's May 1995 - November 1997
KPMG Peat Marwick September 1994 - May 1995
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance and Economics
University at Albany, SUNY 1990 — 1994
BS, Accouting, Economics, Business Administration
Globefin US Advisors LLC April 2007 - Present
Asset Alliance Corporation 2006 - 2007
Stillwater Capital Partners January 2001 - August 2006
Bear Stearns November 1997 - August 2000
Schain Leifer Guarlnick CPA's May 1995 - November 1997
KPMG Peat Marwick September 1994 - May 1995
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance and Economics
University at Albany, SUNY 1990 — 1994
BS, Accouting, Economics, Business Administration
Angel Ilagan's KPMG Peat Marwick Experience 1984 - 1987
Job Chief Marketing Officer and Executive Vice President, Marketing at Vera Bradley
Industry Apparel & Fashion
Experience
Vera Bradley 2014 - Present
Pandora Jewelry 2009 - 2014
Newell Company 2007 - 2010
Mead Johnson Nutritionals 2005 - 2007
McCormick 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
ConAgra Foods 1995 - 2000
Foster Farms 1992 - 1995
General Mills 1988 - 1992
KPMG Peat Marwick 1984 - 1987
Skills
Advertising, Public Relations, R&D, Sales, Consumer Products, Brand Management, Customer Insight, Marketing Research, Marketing Strategy, Marketing Management, Product Development, Shopper Marketing, Competitive Analysis, Product Marketing, Segmentation, FMCG, Marketing, Strategy, Strategic Planning, Online Advertising, Business Development, Product Launch, Analytics
Education
University of California, Berkeley, Haas School of Business 1987 — 1989
MBA, Marketing & Finance
University of California, Berkeley 1981 — 1985
BS, Business Administration
University of California, Berkeley, Haas School of Business 1981 — 1985
B.S., Business Administration
Vera Bradley 2014 - Present
Pandora Jewelry 2009 - 2014
Newell Company 2007 - 2010
Mead Johnson Nutritionals 2005 - 2007
McCormick 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
ConAgra Foods 1995 - 2000
Foster Farms 1992 - 1995
General Mills 1988 - 1992
KPMG Peat Marwick 1984 - 1987
Skills
Advertising, Public Relations, R&D, Sales, Consumer Products, Brand Management, Customer Insight, Marketing Research, Marketing Strategy, Marketing Management, Product Development, Shopper Marketing, Competitive Analysis, Product Marketing, Segmentation, FMCG, Marketing, Strategy, Strategic Planning, Online Advertising, Business Development, Product Launch, Analytics
Education
University of California, Berkeley, Haas School of Business 1987 — 1989
MBA, Marketing & Finance
University of California, Berkeley 1981 — 1985
BS, Business Administration
University of California, Berkeley, Haas School of Business 1981 — 1985
B.S., Business Administration
Micaela Hoskins's KPMG Peat Marwick Experience July 1982 - July 1984
Job IT Architect at Cisco
Industry Computer Networking
Experience
Cisco Systems January 2004 - Present
First Street Analysis July 1994 - December 2003
Safeway 1999 - 2002
Net.com 2000 - 2001
FPA Train 1995 - 1999
VLSI 1995 - 1997
TFI July 1989 - September 1992
KPMG Peat Marwick July 1982 - July 1984
Skills
Essbase, SEC filings, Solution Architecture, ERP, Finance, Oracle, Cloud Computing, Cross-functional Team..., Enterprise Architecture, IT Management, Business Intelligence, SDLC, Web Services, System Architecture, Enterprise Software, Software Development, Data Warehousing, Agile Methodologies, Databases, SaaS, OBIEE, Virtualization, Business Process, Master Data Management, Linux, Data Center, Middleware, Business Analysis, IT Strategy, Network Security, Oracle E-Business Suite, Project Management, ETL, Leadership, Data Modeling, Hyperion Enterprise, Hyperion Planning, Architecture, Disaster Recovery, Data Integration, Cisco Technologies, Requirements Analysis, Vendor Management, Software Project..., Integration, Program Management, Security, Oracle Applications
Education
University of California, Berkeley - Walter A. Haas School of Business 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Cisco Systems January 2004 - Present
First Street Analysis July 1994 - December 2003
Safeway 1999 - 2002
Net.com 2000 - 2001
FPA Train 1995 - 1999
VLSI 1995 - 1997
TFI July 1989 - September 1992
KPMG Peat Marwick July 1982 - July 1984
Skills
Essbase, SEC filings, Solution Architecture, ERP, Finance, Oracle, Cloud Computing, Cross-functional Team..., Enterprise Architecture, IT Management, Business Intelligence, SDLC, Web Services, System Architecture, Enterprise Software, Software Development, Data Warehousing, Agile Methodologies, Databases, SaaS, OBIEE, Virtualization, Business Process, Master Data Management, Linux, Data Center, Middleware, Business Analysis, IT Strategy, Network Security, Oracle E-Business Suite, Project Management, ETL, Leadership, Data Modeling, Hyperion Enterprise, Hyperion Planning, Architecture, Disaster Recovery, Data Integration, Cisco Technologies, Requirements Analysis, Vendor Management, Software Project..., Integration, Program Management, Security, Oracle Applications
Education
University of California, Berkeley - Walter A. Haas School of Business 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Carolyn Bolden, PMP, CPA's KPMG Peat Marwick Experience 1986 - 1988
Job Program Manager
Industry Information Technology and Services
Experience
CGI April 2007 - Present
Deloitte Consulting October 2006 - March 2007
Parsons Brinckerhoff December 2003 - September 2006
Dell June 2002 - September 2003
PwC Consulting November 1989 - June 2002
PwC 1989 - 2002
Price Waterhouse 1989 - 2002
KPMG Peat Marwick 1986 - 1988
Skills
PMP, Business Process..., Project Management, IT Strategy, Integration, SDLC, Process Improvement, Change Management, Requirements Analysis, Business Process, Project Portfolio..., Vendor Management, Business Analysis, MS Project, SAP, ERP, Six Sigma, Management Consulting, Business Transformation, Management, Testing, Business Process...
Education
Villanova University 2004 — 2004
Certificate, Master Certificate in IS/IT Project Management
University of Arkansas at Pine Bluff 1970 — 1975
B.S, Accounting
CGI April 2007 - Present
Deloitte Consulting October 2006 - March 2007
Parsons Brinckerhoff December 2003 - September 2006
Dell June 2002 - September 2003
PwC Consulting November 1989 - June 2002
PwC 1989 - 2002
Price Waterhouse 1989 - 2002
KPMG Peat Marwick 1986 - 1988
Skills
PMP, Business Process..., Project Management, IT Strategy, Integration, SDLC, Process Improvement, Change Management, Requirements Analysis, Business Process, Project Portfolio..., Vendor Management, Business Analysis, MS Project, SAP, ERP, Six Sigma, Management Consulting, Business Transformation, Management, Testing, Business Process...
Education
Villanova University 2004 — 2004
Certificate, Master Certificate in IS/IT Project Management
University of Arkansas at Pine Bluff 1970 — 1975
B.S, Accounting
Kirk Teal's KPMG Peat Marwick Experience 1992 - 1997
Job Partner, ISG
Industry Information Technology and Services
Experience
ISG February 2011 - Present
Salvaggio, Teal & Associates July 1999 - February 2011
KPMG Peat Marwick 1992 - 1997
Education
The University of Texas at Austin 1982 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
ISG February 2011 - Present
Salvaggio, Teal & Associates July 1999 - February 2011
KPMG Peat Marwick 1992 - 1997
Education
The University of Texas at Austin 1982 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Caroline Yap's KPMG Peat Marwick Experience 1989 - 1992
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup 2011 - Present
Citigroup 2009 - 2011
Goldman Sachs 2007 - 2008
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Lehman Brothers 2002 - 2004
NYSE 2000 - 2002
Simpson Thacher & Bartlett LLP 1995 - 2000
KPMG Peat Marwick 1989 - 1992
Skills
Derivatives, Capital Markets, Fixed Income, Hedge Funds, Structured Products, Credit Derivatives, Securities, Structured Finance, Risk Management, Financial Risk
Education
University of Pennsylvania Law School 1992 — 1995
Juris Doctor, Law (cum laude)
University of California, Berkeley - Walter A. Haas School of Business 1985 — 1989
BS in Business Administration, Accounting, Finance (magna cum laude)
Citigroup 2011 - Present
Citigroup 2009 - 2011
Goldman Sachs 2007 - 2008
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Lehman Brothers 2002 - 2004
NYSE 2000 - 2002
Simpson Thacher & Bartlett LLP 1995 - 2000
KPMG Peat Marwick 1989 - 1992
Skills
Derivatives, Capital Markets, Fixed Income, Hedge Funds, Structured Products, Credit Derivatives, Securities, Structured Finance, Risk Management, Financial Risk
Education
University of Pennsylvania Law School 1992 — 1995
Juris Doctor, Law (cum laude)
University of California, Berkeley - Walter A. Haas School of Business 1985 — 1989
BS in Business Administration, Accounting, Finance (magna cum laude)
Elizabeth Lacasia's KPMG Peat Marwick Experience 1994 - 1997
Job Analyst, Business Development / Market Strategy at SciClone Pharmaceuticals
Industry Biotechnology
Experience
SciClone Pharmaceuticals August 2008 - Present
Genitope Corporation May 2006 - May 2008
CV Therapeutics 2005 - 2005
Aspect Communications 2000 - 2001
Genentech 1999 - 2000
KPMG Peat Marwick 1994 - 1997
Education
University of California, Irvine - The Paul Merage School of Business 1992 — 1994
MBA, Market Strategy
University of Southern California - Marshall School of Business
Finance, Chemistry
SciClone Pharmaceuticals August 2008 - Present
Genitope Corporation May 2006 - May 2008
CV Therapeutics 2005 - 2005
Aspect Communications 2000 - 2001
Genentech 1999 - 2000
KPMG Peat Marwick 1994 - 1997
Education
University of California, Irvine - The Paul Merage School of Business 1992 — 1994
MBA, Market Strategy
University of Southern California - Marshall School of Business
Finance, Chemistry
Toni Hanrahan's KPMG Peat Marwick Experience 1998 - 1999
Job Director Database Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Safeway January 2007 - August 2011
SAFEWAY, INC 2003 - 2007
SAFEWAY, INC. 2001 - 2003
familywonder.com 2000 - 2001
ONESIGHT, Inc. 1999 - 2000
KPMG Peat Marwick 1998 - 1999
Bank of America 1992 - 1998
Education
University of California, Berkeley 1991 — 1995
Charles Schwab August 2011 - Present
Safeway January 2007 - August 2011
SAFEWAY, INC 2003 - 2007
SAFEWAY, INC. 2001 - 2003
familywonder.com 2000 - 2001
ONESIGHT, Inc. 1999 - 2000
KPMG Peat Marwick 1998 - 1999
Bank of America 1992 - 1998
Education
University of California, Berkeley 1991 — 1995
Joshua Gottesman's KPMG Peat Marwick Experience 1993 - 1996
Job Partner at B2B CFO. Trusted Advisor to Business Owners
Industry Management Consulting
Experience
B2B CFO® June 2014 - Present
Victory Point Games March 2010 - Present
Joshua A. Gottesman, CPA March 2007 - October 2014
BioNetwork Enterprises, LLC October 2009 - January 2014
Public Company Management Corporation 2006 - 2007
Bruce & Gottesman, CPAs and Consultants 2000 - 2007
Main Amundson & Associates 1996 - 1999
KPMG 1994 - 1996
KPMG Peat Marwick 1993 - 1996
Friedman & Fuller 1989 - 1992
Skills
Tax, Start-ups, Small Business, Finance, Strategic Financial..., Mergers & Acquisitions, CFO Services, Exit Strategies, Restructuring, Banking Relationships, Strategic Planning, Analysis, Business Valuation, Consulting, Risk Management, Leadership, CPA, Corporate Tax, Modeling, Income Tax, Management, Tax Preparation, Financial Analysis, Payroll, Due Diligence, Tax Returns, Financial Statements, SEC filings, Video Games, LLC, Partnership Taxation, Executive Management, Microsoft Office, Accounting, Budgets, Financial Reporting, Management Consulting, Entrepreneurship, Business Planning, Strategy, Financial Planning
Education
University of Baltimore 1989 — 1992
MS, Taxation
Towson University 1983 — 1985
BA, Accounting
University of Maryland College Park 1978 — 1980
Engineering
B2B CFO® June 2014 - Present
Victory Point Games March 2010 - Present
Joshua A. Gottesman, CPA March 2007 - October 2014
BioNetwork Enterprises, LLC October 2009 - January 2014
Public Company Management Corporation 2006 - 2007
Bruce & Gottesman, CPAs and Consultants 2000 - 2007
Main Amundson & Associates 1996 - 1999
KPMG 1994 - 1996
KPMG Peat Marwick 1993 - 1996
Friedman & Fuller 1989 - 1992
Skills
Tax, Start-ups, Small Business, Finance, Strategic Financial..., Mergers & Acquisitions, CFO Services, Exit Strategies, Restructuring, Banking Relationships, Strategic Planning, Analysis, Business Valuation, Consulting, Risk Management, Leadership, CPA, Corporate Tax, Modeling, Income Tax, Management, Tax Preparation, Financial Analysis, Payroll, Due Diligence, Tax Returns, Financial Statements, SEC filings, Video Games, LLC, Partnership Taxation, Executive Management, Microsoft Office, Accounting, Budgets, Financial Reporting, Management Consulting, Entrepreneurship, Business Planning, Strategy, Financial Planning
Education
University of Baltimore 1989 — 1992
MS, Taxation
Towson University 1983 — 1985
BA, Accounting
University of Maryland College Park 1978 — 1980
Engineering
Richard A. Derbawka's KPMG Peat Marwick Experience January 1986 - January 1991
Job CFO/COO at PropTester Inc.
Industry Oil & Energy
Experience
PropTester Inc. May 2014 - Present
PyraMax Ceramics, LLC February 2011 - November 2013
RAD AGENCY, LLC September 2007 - May 2011
Meridian - MMGI January 1999 - August 2007
PREFERRED (PFSI) January 1996 - July 1998
ALDERWOODS GROUP, INC January 1991 - December 1995
KPMG Peat Marwick January 1986 - January 1991
Skills
Strategy, Due Diligence, Private Equity, Mergers, Corporate Finance, Operations Management, Budgets, Business Planning, Acquisitions, Financial Accounting, Start-up Ventures, Venture Capital, Contract Negotiation, Growth Strategies, Start-ups, Business Strategy, Valuation
Education
University of Alberta 1982 — 1986
B. Comm
INFORMATION
Bachelor of Commerce
PropTester Inc. May 2014 - Present
PyraMax Ceramics, LLC February 2011 - November 2013
RAD AGENCY, LLC September 2007 - May 2011
Meridian - MMGI January 1999 - August 2007
PREFERRED (PFSI) January 1996 - July 1998
ALDERWOODS GROUP, INC January 1991 - December 1995
KPMG Peat Marwick January 1986 - January 1991
Skills
Strategy, Due Diligence, Private Equity, Mergers, Corporate Finance, Operations Management, Budgets, Business Planning, Acquisitions, Financial Accounting, Start-up Ventures, Venture Capital, Contract Negotiation, Growth Strategies, Start-ups, Business Strategy, Valuation
Education
University of Alberta 1982 — 1986
B. Comm
INFORMATION
Bachelor of Commerce
Randy Hunt's KPMG Peat Marwick Experience September 1981 - June 1989
Job Randy Hunt CPA PC
Industry Accounting
Experience
Commonwealth of Massachusetts January 2011 - Present
Randy Hunt CPA PC November 2003 - Present
Aerovox Inc 1994 - 2003
KPMG Peat Marwick September 1981 - June 1989
Skills
SEC filings, Revenue Recognition, Strategic Planning, CPA, Sarbanes-Oxley, US GAAP, Divestitures, Sarbanes-Oxley Act, GAAP, Financial Goals, Internal Controls, Financial Reporting, Accounting, Analysis, Auditing, Budgets, Finance, Financial Analysis, Financial Statements, Income Tax, Management, Management Consulting, Small Business, Strategic Financial..., Tax, Tax Accounting, Tax Preparation, Financial Planning
Education
The University of Texas at El Paso 1975 — 1981
Bachelor of Arts (B.A.), Accounting
Commonwealth of Massachusetts January 2011 - Present
Randy Hunt CPA PC November 2003 - Present
Aerovox Inc 1994 - 2003
KPMG Peat Marwick September 1981 - June 1989
Skills
SEC filings, Revenue Recognition, Strategic Planning, CPA, Sarbanes-Oxley, US GAAP, Divestitures, Sarbanes-Oxley Act, GAAP, Financial Goals, Internal Controls, Financial Reporting, Accounting, Analysis, Auditing, Budgets, Finance, Financial Analysis, Financial Statements, Income Tax, Management, Management Consulting, Small Business, Strategic Financial..., Tax, Tax Accounting, Tax Preparation, Financial Planning
Education
The University of Texas at El Paso 1975 — 1981
Bachelor of Arts (B.A.), Accounting
Bret Lawson, CPA's KPMG Peat Marwick Experience 1983 - 1987
Job CFO at Ipro Tech, LLC
Industry Computer Software
Experience
Ipro Tech, LLC February 2013 - Present
Financial Executives International - AZ Chapter July 2010 - Present
Unique Home Designs, Inc. March 2011 - September 2012
BL Consulting 2009 - 2011
Vcommerce Corporation 2005 - 2008
CacheFlow Inc. 1999 - 2001
Raychem Corporation 1993 - 1999
Steelcase Strafor 1990 - 1993
Price Waterhouse 1987 - 1989
KPMG Peat Marwick 1983 - 1987
Skills
Internal Controls, Forecasting, Financial Accounting, Leadership, Employee Benefits, SEC filings, Acquisition Integration, IPO, Mergers, Revenue Recognition, Turn Around Management, Executive Management, International Operations, Investor Relations, Restructuring, US GAAP, Management, Due Diligence, Strategy, Mergers & Acquisitions, Accounting, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 1979 — 1983
B.S. Business Administration, Accounting, Finance, Economic Policy
Ipro Tech, LLC February 2013 - Present
Financial Executives International - AZ Chapter July 2010 - Present
Unique Home Designs, Inc. March 2011 - September 2012
BL Consulting 2009 - 2011
Vcommerce Corporation 2005 - 2008
CacheFlow Inc. 1999 - 2001
Raychem Corporation 1993 - 1999
Steelcase Strafor 1990 - 1993
Price Waterhouse 1987 - 1989
KPMG Peat Marwick 1983 - 1987
Skills
Internal Controls, Forecasting, Financial Accounting, Leadership, Employee Benefits, SEC filings, Acquisition Integration, IPO, Mergers, Revenue Recognition, Turn Around Management, Executive Management, International Operations, Investor Relations, Restructuring, US GAAP, Management, Due Diligence, Strategy, Mergers & Acquisitions, Accounting, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 1979 — 1983
B.S. Business Administration, Accounting, Finance, Economic Policy
Julie Karns's KPMG Peat Marwick Experience 1984 - 1991
Job VP Finance and Treasurer at Rider University
Industry Higher Education
Experience
Rider University July 1994 - Present
KPMG Peat Marwick 1984 - 1991
Skills
Financial Modeling, Financial Analysis, Due Diligence, Non-profits, Organizational..., Nonprofits, Financial Reporting, Analysis, Strategic Planning, Budgets, Auditing, Accounting, Mergers & Acquisitions, Strategy
Education
Transylvania University 1976 — 1980
BA, Biology
Rider University July 1994 - Present
KPMG Peat Marwick 1984 - 1991
Skills
Financial Modeling, Financial Analysis, Due Diligence, Non-profits, Organizational..., Nonprofits, Financial Reporting, Analysis, Strategic Planning, Budgets, Auditing, Accounting, Mergers & Acquisitions, Strategy
Education
Transylvania University 1976 — 1980
BA, Biology
Andrew Sem's KPMG Peat Marwick Experience 1994 - 1997
Job Subject Matter Expert (Finance) & Project Management (SAPERP Systems)
Industry Information Technology and Services
Experience
Strategic Enterprise Management Consulting Inc. January 2007 - Present
Department of the Interior January 2013 - March 2014
Dept. of the Navy (SPAWAR) May 2009 - October 2012
Science Applications International Corp 2004 - 2007
Ocean Systems Engineering Corporation 2002 - 2004
PRICEWATERHOUSECOOPERS 1997 - 2002
PwC Consulting 1997 - 2002
KPMG Peat Marwick 1994 - 1997
University of New Mexico 1992 - 1994
Electro-Magnetic Processes 1989 - 1991
Skills
SD, Program Management, Business Process..., Business Process, Change Management, Requirements Analysis, Project Management, Integration, CISSP, Risk Management, Process Improvement, Business Transformation, SAP, PMO, PMP, Management Consulting, IT Strategy, Project Portfolio..., Governance, Business Process Design, ERP, SAP ERP, Vendor Management, Project Planning, Business Analysis, Business Intelligence, Team Leadership, Software Project..., Business Process..., IT Management, MS Project, Quality Assurance, Analysis, Resource Management, SAP R/3, Testing, Enterprise Architecture, Requirements Gathering, SAP Implementation, SDLC, Visio, Consulting, Management, CRM, Process Engineering, Solution Architecture, Cross-functional Team..., Software Documentation, Data Migration, ITIL
Education
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1994
BBA, Accounting
Strategic Enterprise Management Consulting Inc. January 2007 - Present
Department of the Interior January 2013 - March 2014
Dept. of the Navy (SPAWAR) May 2009 - October 2012
Science Applications International Corp 2004 - 2007
Ocean Systems Engineering Corporation 2002 - 2004
PRICEWATERHOUSECOOPERS 1997 - 2002
PwC Consulting 1997 - 2002
KPMG Peat Marwick 1994 - 1997
University of New Mexico 1992 - 1994
Electro-Magnetic Processes 1989 - 1991
Skills
SD, Program Management, Business Process..., Business Process, Change Management, Requirements Analysis, Project Management, Integration, CISSP, Risk Management, Process Improvement, Business Transformation, SAP, PMO, PMP, Management Consulting, IT Strategy, Project Portfolio..., Governance, Business Process Design, ERP, SAP ERP, Vendor Management, Project Planning, Business Analysis, Business Intelligence, Team Leadership, Software Project..., Business Process..., IT Management, MS Project, Quality Assurance, Analysis, Resource Management, SAP R/3, Testing, Enterprise Architecture, Requirements Gathering, SAP Implementation, SDLC, Visio, Consulting, Management, CRM, Process Engineering, Solution Architecture, Cross-functional Team..., Software Documentation, Data Migration, ITIL
Education
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1994
BBA, Accounting
Howard Letherwood's KPMG Peat Marwick Experience April 1987 - June 1990
Job Senior Manager Tax at Genentech
Industry Pharmaceuticals
Experience
Genentech July 2010 - Present
Roche Pharmaceuticals February 1996 - July 2010
SyQuest June 1993 - February 1996
Everex June 1992 - June 1993
Fujitsu June 1990 - June 1992
KPMG Peat Marwick April 1987 - June 1990
Main Hurdman, CPAs November 1982 - April 1987
Morrison and Smith, CPAs September 1978 - November 1982
Skills
Accounting, Tax, Financial Reporting
Education
University of Alabama 1976 — 1978
MA, Accounting
University of Alabama 1965 — 1969
BS, Chemistry
Genentech July 2010 - Present
Roche Pharmaceuticals February 1996 - July 2010
SyQuest June 1993 - February 1996
Everex June 1992 - June 1993
Fujitsu June 1990 - June 1992
KPMG Peat Marwick April 1987 - June 1990
Main Hurdman, CPAs November 1982 - April 1987
Morrison and Smith, CPAs September 1978 - November 1982
Skills
Accounting, Tax, Financial Reporting
Education
University of Alabama 1976 — 1978
MA, Accounting
University of Alabama 1965 — 1969
BS, Chemistry
Guy Gagnon's KPMG Peat Marwick Experience May 1987 - March 1990
Job Co Owner at L'Espace Blanc
Industry Information Technology and Services
Experience
Intact Financial Corporation July 2013 - Present
L'Espace Blanc May 2013 - Present
Triplex Communication March 2008 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada July 2012 - June 2013
Yellow Pages June 2011 - June 2013
AXA November 2008 - April 2011
Tata communications - Teleglobe 1993 - 2008
Raymond Chabot Grant Thornton August 1991 - June 1993
Synertech April 1990 - August 1991
KPMG Peat Marwick May 1987 - March 1990
Education
Université du Québec à Montréal 1983 — 1984
Certificate, Information Technology
Université du Québec à Chicoutimi 1979 — 1982
BAA, Administration, Finance
Intact Financial Corporation July 2013 - Present
L'Espace Blanc May 2013 - Present
Triplex Communication March 2008 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada July 2012 - June 2013
Yellow Pages June 2011 - June 2013
AXA November 2008 - April 2011
Tata communications - Teleglobe 1993 - 2008
Raymond Chabot Grant Thornton August 1991 - June 1993
Synertech April 1990 - August 1991
KPMG Peat Marwick May 1987 - March 1990
Education
Université du Québec à Montréal 1983 — 1984
Certificate, Information Technology
Université du Québec à Chicoutimi 1979 — 1982
BAA, Administration, Finance
Glenn Mavor's KPMG Peat Marwick Experience September 1990 - November 1991
Job Software Solutions Developer at Kroger, Inc.
Industry Retail
Experience
Kroger May 1992 - Present
Fred Meyer 1992 - Present
KPMG Peat Marwick September 1990 - November 1991
EDS 1984 - 1990
Education
Trinity University 1979 — 1983
B.A., Broadcast and Film
Kroger May 1992 - Present
Fred Meyer 1992 - Present
KPMG Peat Marwick September 1990 - November 1991
EDS 1984 - 1990
Education
Trinity University 1979 — 1983
B.A., Broadcast and Film
Abe Christensen's KPMG Peat Marwick Experience January 1997 - October 1998
Job Certified Public Accountant
Industry Accounting
Experience
A. B. Christensen Accountancy Corporation May 2004 - Present
Rotary Club of Sausalito July 2011 - June 2012
Rotary 2005 - 2010
Smith, Lange & Phillips LLP June 2007 - October 2007
Eckhoff Accountancy January 2003 - May 2004
Deloitte & Touche March 2001 - April 2001
Armanino McKenna LLP October 1998 - May 1999
KPMG Peat Marwick January 1997 - October 1998
Skills
Non-profits, Accounting, Tax, LLC, Trusts, Tax Returns, Strategic Planning, Financial Reporting, General Ledger, Project Management, Financial Analysis, Strategic Financial..., Nonprofits, Financial Planners, Small Business, Real Estate, Tax Advisory, Investments, Start-ups, Fundraising, CPA, Public Speaking, Social Media
Education
University of California, Berkeley 1996 — 1996
Accounting
A. B. Christensen Accountancy Corporation May 2004 - Present
Rotary Club of Sausalito July 2011 - June 2012
Rotary 2005 - 2010
Smith, Lange & Phillips LLP June 2007 - October 2007
Eckhoff Accountancy January 2003 - May 2004
Deloitte & Touche March 2001 - April 2001
Armanino McKenna LLP October 1998 - May 1999
KPMG Peat Marwick January 1997 - October 1998
Skills
Non-profits, Accounting, Tax, LLC, Trusts, Tax Returns, Strategic Planning, Financial Reporting, General Ledger, Project Management, Financial Analysis, Strategic Financial..., Nonprofits, Financial Planners, Small Business, Real Estate, Tax Advisory, Investments, Start-ups, Fundraising, CPA, Public Speaking, Social Media
Education
University of California, Berkeley 1996 — 1996
Accounting
Janet Seals's KPMG Peat Marwick Experience September 1995 - August 1997
Job Relationship Manager at Dorsa Consulting Services, Inc.
Industry Financial Services
Experience
DCS Retirement Group, Inc. October 2009 - Present
DCS Retirement Group, Inc. 2009 - Present
ING September 2000 - October 2009
ING Financial Services 2007 - 2009
ING America 1995 - 2009
ReliaStar Retierment Plans September 1997 - September 2000
KPMG Peat Marwick September 1995 - August 1997
SEI February 1990 - September 1995
Austin Industries, Inc. April 1981 - December 1989
Skills
401k, Series 6, Defined Contribution, Series 7, Profit Sharing, ERISA, Retirement Planning, Series 63, Asset Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Insurance, Pensions, Defined Benefit, Fixed Income, Financial Services, IRAs, Investment Advisory, Securities
Education
The University of Texas at Arlington 1976 — 1981
BBA
The University of Texas at Arlington 1976 — 1981
Bachelor of Business Administration, Systems Analysis
DCS Retirement Group, Inc. October 2009 - Present
DCS Retirement Group, Inc. 2009 - Present
ING September 2000 - October 2009
ING Financial Services 2007 - 2009
ING America 1995 - 2009
ReliaStar Retierment Plans September 1997 - September 2000
KPMG Peat Marwick September 1995 - August 1997
SEI February 1990 - September 1995
Austin Industries, Inc. April 1981 - December 1989
Skills
401k, Series 6, Defined Contribution, Series 7, Profit Sharing, ERISA, Retirement Planning, Series 63, Asset Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Insurance, Pensions, Defined Benefit, Fixed Income, Financial Services, IRAs, Investment Advisory, Securities
Education
The University of Texas at Arlington 1976 — 1981
BBA
The University of Texas at Arlington 1976 — 1981
Bachelor of Business Administration, Systems Analysis
Golda Inquito's KPMG Peat Marwick Experience January 1993 - January 1995
Job Director of Talent Acquisition at Alexandria Real Estate Equities, Inc.
Industry Human Resources
Experience
Alexandria Real Estate Equities, Inc. April 2015 - Present
The CIM Group April 2011 - January 2014
Autism Spectrum Therapies April 2009 - April 2011
HRCS May 2004 - April 2009
Sony Pictures Entertainment April 2007 - September 2008
Fidelity Investments January 2001 - May 2004
Wells Fargo January 1997 - January 2001
KPMG Peat Marwick January 1993 - January 1995
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Management, Applicant Tracking..., Hiring, College Recruiting, Employee Relations, Executive Search, Technical Recruiting, Onboarding, Interviews, Consulting, Internet Recruiting, Temporary Placement, Sourcing, Recruitment Advertising, Time Management, Training, Strategy, Employee Management, Deferred Compensation, Organizational..., Succession Planning, Employee Benefits, Coaching, Resume Writing, Contract Recruitment, Employment Law, Career Development, Career Counseling, Leadership Development, Permanent Placement, Employee Training, Screening Resumes, HR Policies, Real Estate, Taleo, ADP HRB, Ultipro, Accounting, Finance, Recruitment Training, Passive Candidate..., Full-life Cycle..., LinkedIn Recruiter, IT Recruitment, Talent Mining, Passive Candidate...
Education
University of California, Irvine 2001 — 2004
Management, Human Resources Management/Organizational Development
University of California, Los Angeles
B.A., Political Science
Alexandria Real Estate Equities, Inc. April 2015 - Present
The CIM Group April 2011 - January 2014
Autism Spectrum Therapies April 2009 - April 2011
HRCS May 2004 - April 2009
Sony Pictures Entertainment April 2007 - September 2008
Fidelity Investments January 2001 - May 2004
Wells Fargo January 1997 - January 2001
KPMG Peat Marwick January 1993 - January 1995
Skills
Recruiting, Talent Acquisition, Talent Management, Human Resources, Management, Applicant Tracking..., Hiring, College Recruiting, Employee Relations, Executive Search, Technical Recruiting, Onboarding, Interviews, Consulting, Internet Recruiting, Temporary Placement, Sourcing, Recruitment Advertising, Time Management, Training, Strategy, Employee Management, Deferred Compensation, Organizational..., Succession Planning, Employee Benefits, Coaching, Resume Writing, Contract Recruitment, Employment Law, Career Development, Career Counseling, Leadership Development, Permanent Placement, Employee Training, Screening Resumes, HR Policies, Real Estate, Taleo, ADP HRB, Ultipro, Accounting, Finance, Recruitment Training, Passive Candidate..., Full-life Cycle..., LinkedIn Recruiter, IT Recruitment, Talent Mining, Passive Candidate...
Education
University of California, Irvine 2001 — 2004
Management, Human Resources Management/Organizational Development
University of California, Los Angeles
B.A., Political Science
John Gogol, CFA's KPMG Peat Marwick Experience 1994 - 1995
Job Budget Analyst at Redmond School District
Industry Investment Management
Experience
Redmond School District September 2014 - Present
4J School District October 2011 - September 2014
Wachovia December 1998 - February 2006
The Money Store 1995 - 1998
KPMG Peat Marwick 1994 - 1995
Skills
Alternative Investments, Investment Management, Portfolio Management, Investments, Strategic Financial..., Strategic Planning, Banking, Valuation, Customer Service, Financial Modeling, Derivatives, Internal Audit
Education
University of California, Davis - Graduate School of Management 1992 — 1994
MBA, Finance & Accounting
University of California, Los Angeles 1986 — 1989
Bachelor of Arts, Economics
Redmond School District September 2014 - Present
4J School District October 2011 - September 2014
Wachovia December 1998 - February 2006
The Money Store 1995 - 1998
KPMG Peat Marwick 1994 - 1995
Skills
Alternative Investments, Investment Management, Portfolio Management, Investments, Strategic Financial..., Strategic Planning, Banking, Valuation, Customer Service, Financial Modeling, Derivatives, Internal Audit
Education
University of California, Davis - Graduate School of Management 1992 — 1994
MBA, Finance & Accounting
University of California, Los Angeles 1986 — 1989
Bachelor of Arts, Economics
David Hinkel's KPMG Peat Marwick Experience January 1994 - November 1996
Job Director at PwC
Industry Management Consulting
Experience
PWC 2013 - 2014
PWC 2013 - 2014
Towers Watson July 2007 - December 2012
Mercer Human Resource Consulting June 2005 - July 2007
Mellon Financial Corporation May 2004 - June 2005
William M. Mercer Incorporated November 1996 - May 2004
KPMG Peat Marwick January 1994 - November 1996
Deloitte & Touch December 1991 - January 1994
New York Life Insurance Company March 1989 - December 1991
Skills
Leadership, Insurance, Personnel Management, Change Management, Employee Benefits, Project Management, Strategy, Mergers & Acquisitions, Mergers, Due Diligence, Analysis, Training, Acquisition Integration, Organizational Design, New Business Development
Education
Union College 1983 — 1987
Bachelor of Arts, Economics and History
PWC 2013 - 2014
PWC 2013 - 2014
Towers Watson July 2007 - December 2012
Mercer Human Resource Consulting June 2005 - July 2007
Mellon Financial Corporation May 2004 - June 2005
William M. Mercer Incorporated November 1996 - May 2004
KPMG Peat Marwick January 1994 - November 1996
Deloitte & Touch December 1991 - January 1994
New York Life Insurance Company March 1989 - December 1991
Skills
Leadership, Insurance, Personnel Management, Change Management, Employee Benefits, Project Management, Strategy, Mergers & Acquisitions, Mergers, Due Diligence, Analysis, Training, Acquisition Integration, Organizational Design, New Business Development
Education
Union College 1983 — 1987
Bachelor of Arts, Economics and History
Pete Arcilesi's KPMG Peat Marwick Experience September 1989 - May 1993
Job Vice President – Home Building Industry / CPA / VP of Finance / VP, Controller
Industry Real Estate
Experience
PFA Residential Consulting Services April 2014 - Present
Ryland Homes March 2010 - February 2014
Royal Marquis Properties, LLC May 2007 - March 2010
KB Home May 2005 - October 2006
Ashton Woods Homes August 2002 - May 2005
Ryland Homes March 1998 - August 2002
The Ryland Group May 1993 - February 1998
KPMG Peat Marwick September 1989 - May 1993
Skills
Organizational..., Strategic Planning, Real Estate, GAAP Compliance, Financial Analysis, Budgets, Strategic Leadership, Contract Negotiation, Residential Homes, Comparative Market..., Accounting, Forecasting, Property Management, Leadership, Business Planning, Contract Management, Team Building, Process Improvement, Variance Analysis, Cash Flow Management, Cost Accounting, Capital & Expense..., Financial Modeling, Financial Reporting, Financial Operations, Real Estate Investment..., Project Management, IT Program Management, Business Operations, Commercial Property..., Competitive Analysis, Project..., Business Plan..., Financial Forecasts and..., Budget Management, Budget Monitoring, Department Budgeting, Project Accounting, Leadership Development..., Contract Negotiations, Staff Development, Staff Management, Cross-functional Team..., Negotiation, Finance, Purchasing, Due Diligence, Sales, Management, Marketing
Education
University of Baltimore
Bachelor of Science (B.S.), Accounting
University of Baltimore
BS in Accounting, Accounting
PFA Residential Consulting Services April 2014 - Present
Ryland Homes March 2010 - February 2014
Royal Marquis Properties, LLC May 2007 - March 2010
KB Home May 2005 - October 2006
Ashton Woods Homes August 2002 - May 2005
Ryland Homes March 1998 - August 2002
The Ryland Group May 1993 - February 1998
KPMG Peat Marwick September 1989 - May 1993
Skills
Organizational..., Strategic Planning, Real Estate, GAAP Compliance, Financial Analysis, Budgets, Strategic Leadership, Contract Negotiation, Residential Homes, Comparative Market..., Accounting, Forecasting, Property Management, Leadership, Business Planning, Contract Management, Team Building, Process Improvement, Variance Analysis, Cash Flow Management, Cost Accounting, Capital & Expense..., Financial Modeling, Financial Reporting, Financial Operations, Real Estate Investment..., Project Management, IT Program Management, Business Operations, Commercial Property..., Competitive Analysis, Project..., Business Plan..., Financial Forecasts and..., Budget Management, Budget Monitoring, Department Budgeting, Project Accounting, Leadership Development..., Contract Negotiations, Staff Development, Staff Management, Cross-functional Team..., Negotiation, Finance, Purchasing, Due Diligence, Sales, Management, Marketing
Education
University of Baltimore
Bachelor of Science (B.S.), Accounting
University of Baltimore
BS in Accounting, Accounting
Doris Schwartz's KPMG Peat Marwick Experience January 1983 - March 1988
Job CEO President at Schwartz and Associates, Inc.
Industry Investment Banking
Experience
SCHWARTZ AND ASSOC., INC March 1994 - Present
KPMG Peat Marwick January 1983 - March 1988
Skills
Auditing, Real Estate, Restructuring, Finance, Start-ups, Banking, Strategic Planning, Mergers, Corporate Finance, Risk Management, Financial Modeling, Mergers & Acquisitions, Corporate Law, Due Diligence, Funding, Managerial Finance, Investments, Strategic Financial..., Private Equity, Strategic Partnerships, Valuation
Education
The University of Texas at Austin
SCHWARTZ AND ASSOC., INC March 1994 - Present
KPMG Peat Marwick January 1983 - March 1988
Skills
Auditing, Real Estate, Restructuring, Finance, Start-ups, Banking, Strategic Planning, Mergers, Corporate Finance, Risk Management, Financial Modeling, Mergers & Acquisitions, Corporate Law, Due Diligence, Funding, Managerial Finance, Investments, Strategic Financial..., Private Equity, Strategic Partnerships, Valuation
Education
The University of Texas at Austin
S Garg's KPMG Peat Marwick Experience 1991 - 1994
Job President at Salem Associates, Inc.
Industry Information Services
Experience
Salem Associates, Inc. 1994 - Present
Deloitte 1994 - 1995
KPMG Peat Marwick 1991 - 1994
Unisys Corporation 1984 - 1989
Price Waterhouse 1977 - 1980
Skills
Business Analysis, Account Management, Strategic Planning, Process Improvement, Project Management
Education
Texas CPA 1988 — 1988
CPA, Finance, Management and Marketing
The University of Texas at Arlington 1982 — 1984
MBA, Business Administration
A.M. Jain College, Chennai 1974 — 1977
B. Sc., Physics
Salem Associates, Inc. 1994 - Present
Deloitte 1994 - 1995
KPMG Peat Marwick 1991 - 1994
Unisys Corporation 1984 - 1989
Price Waterhouse 1977 - 1980
Skills
Business Analysis, Account Management, Strategic Planning, Process Improvement, Project Management
Education
Texas CPA 1988 — 1988
CPA, Finance, Management and Marketing
The University of Texas at Arlington 1982 — 1984
MBA, Business Administration
A.M. Jain College, Chennai 1974 — 1977
B. Sc., Physics
Deron Webb's KPMG Peat Marwick Experience 1991 - 1996
Job Managing Principal, Wentworth Webb & Postal, LLC
Industry Real Estate
Experience
Wentworth Webb & Postal, LLC May 1996 - Present
Chaparrl High School 2011 - 2015
Chaparrl High School 2011 - 2015
KPMG Peat Marwick 1991 - 1996
Education
University of Arizona
Wentworth Webb & Postal, LLC May 1996 - Present
Chaparrl High School 2011 - 2015
Chaparrl High School 2011 - 2015
KPMG Peat Marwick 1991 - 1996
Education
University of Arizona
Ross Konigsburg's KPMG Peat Marwick Experience January 1989 - January 1996
Job Lead Consultant at RAK Consulting, LLC
Industry Human Resources
Experience
RAK Consulting, LLC February 2011 - Present
Mercer Health & Benefits December 1996 - January 2011
Segal Company January 1999 - January 2006
KPMG Peat Marwick January 1989 - January 1996
The Wyatt Company January 1987 - January 1989
Alexander and January 1984 - January 1987
Prudential Insurance Company of America January 1981 - January 1984
Education
University of Houston 1982 — 1985
MBA, Managment
Tulane University 1977 — 1981
BSM, Management
RAK Consulting, LLC February 2011 - Present
Mercer Health & Benefits December 1996 - January 2011
Segal Company January 1999 - January 2006
KPMG Peat Marwick January 1989 - January 1996
The Wyatt Company January 1987 - January 1989
Alexander and January 1984 - January 1987
Prudential Insurance Company of America January 1981 - January 1984
Education
University of Houston 1982 — 1985
MBA, Managment
Tulane University 1977 — 1981
BSM, Management
Melissa Vetter's KPMG Peat Marwick Experience January 1994 - October 1995
Job Business Manager
Industry Chemicals
Experience
Valspar March 2008 - March 2012
Valspar July 2006 - March 2008
Valspar July 2004 - July 2005
Internatinal Multifoods September 2003 - June 2004
Wagner SprayTech August 1998 - November 2002
KPMG Peat Marwick January 1994 - October 1995
Skills
Budgeting, Process Improvement, Competitive Analysis, Forecasting, Strategic Planning, Pricing Analysis, Pricing Strategy, Financial Modeling, Financial Analysis, Financial Reporting, Data Analysis, Account Management, Customer Service
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA
The University of North Dakota 1989 — 1993
Bachelor, Accounting
Valspar March 2008 - March 2012
Valspar July 2006 - March 2008
Valspar July 2004 - July 2005
Internatinal Multifoods September 2003 - June 2004
Wagner SprayTech August 1998 - November 2002
KPMG Peat Marwick January 1994 - October 1995
Skills
Budgeting, Process Improvement, Competitive Analysis, Forecasting, Strategic Planning, Pricing Analysis, Pricing Strategy, Financial Modeling, Financial Analysis, Financial Reporting, Data Analysis, Account Management, Customer Service
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA
The University of North Dakota 1989 — 1993
Bachelor, Accounting
Richard Hawes's KPMG Peat Marwick Experience September 1986 - January 1994
Job Managing Director, Gemkell Group
Industry Retail
Experience
Gemkell Corporation 2004 - Present
LVMH Fashion Group March 1999 - February 2004
Continental Airlines December 1997 - March 1999
Deloitte January 1994 - December 1997
KPMG Peat Marwick September 1986 - January 1994
Skills
Retail, Accounting, Audit, P&L, Forecasting, Managerial Finance, Entrepreneurship, Auditing, Management Consulting, Income Statement, Financial Reporting, Budgets, Banking, Finance, Customer Service, Management, Business Strategy, Start-ups
Education
University of Bradford 1983 — 1986
Business Studies, Accounting and Management Studies
Gemkell Corporation 2004 - Present
LVMH Fashion Group March 1999 - February 2004
Continental Airlines December 1997 - March 1999
Deloitte January 1994 - December 1997
KPMG Peat Marwick September 1986 - January 1994
Skills
Retail, Accounting, Audit, P&L, Forecasting, Managerial Finance, Entrepreneurship, Auditing, Management Consulting, Income Statement, Financial Reporting, Budgets, Banking, Finance, Customer Service, Management, Business Strategy, Start-ups
Education
University of Bradford 1983 — 1986
Business Studies, Accounting and Management Studies
Grady Allums's KPMG Peat Marwick Experience 1988 - 1990
Job Controller at Roach Howard Smith & Barton
Industry Insurance
Experience
Roach Howard Smith & Barton March 2005 - Present
Steven A. Cook & Associates 2000 - 2002
Maclean, Oddy & Associates 1996 - 2000
KPMG Peat Marwick 1988 - 1990
Shell Oil Company 1982 - 1986
Skills
Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 1986 — 1988
MBA, Accounting/Finance
University of Tulsa 1978 — 1982
BS, Geophysics
Roach Howard Smith & Barton March 2005 - Present
Steven A. Cook & Associates 2000 - 2002
Maclean, Oddy & Associates 1996 - 2000
KPMG Peat Marwick 1988 - 1990
Shell Oil Company 1982 - 1986
Skills
Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 1986 — 1988
MBA, Accounting/Finance
University of Tulsa 1978 — 1982
BS, Geophysics
Robert Bybee's KPMG Peat Marwick Experience 1987 - 1993
Job Partner at ICS
Industry Information Technology and Services
Experience
Genband 2010 - Present
ICS October 2007 - Present
Breg 2005 - 2013
Genband 2010 - 2012
Frontier Drilling USA, Inc. 2008 - 2010
RCM Technologies 2001 - 2007
Application Solutions Corporation January 1998 - June 2001
Oracle 1994 - 1997
KPMG Peat Marwick 1987 - 1993
United States Navy June 1982 - October 1987
Education
United States Naval Academy 1978 — 1982
BS
Genband 2010 - Present
ICS October 2007 - Present
Breg 2005 - 2013
Genband 2010 - 2012
Frontier Drilling USA, Inc. 2008 - 2010
RCM Technologies 2001 - 2007
Application Solutions Corporation January 1998 - June 2001
Oracle 1994 - 1997
KPMG Peat Marwick 1987 - 1993
United States Navy June 1982 - October 1987
Education
United States Naval Academy 1978 — 1982
BS
Curtis Dair's KPMG Peat Marwick Experience 1983 - 1990
Job CFO at Opes Advisors
Industry Banking
Experience
Opes Advisors July 2013 - Present
Rabobank NA May 2010 - July 2013
The Golden 1 Credit Union 2003 - May 2010
Bancorp Financial Services 2000 - 2002
Indymac Bank 1997 - 2000
Commerce Security Bank 1990 - 1997
KPMG Peat Marwick 1983 - 1990
Skills
Loans, Banking, Credit, Risk Management, Mortgage Lending, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Finance, Commercial Banking, Mortgage Banking, Cash Management, Commercial Lending, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
BS, Accounting/Finance
Opes Advisors July 2013 - Present
Rabobank NA May 2010 - July 2013
The Golden 1 Credit Union 2003 - May 2010
Bancorp Financial Services 2000 - 2002
Indymac Bank 1997 - 2000
Commerce Security Bank 1990 - 1997
KPMG Peat Marwick 1983 - 1990
Skills
Loans, Banking, Credit, Risk Management, Mortgage Lending, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Finance, Commercial Banking, Mortgage Banking, Cash Management, Commercial Lending, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
BS, Accounting/Finance
Michael Amacker's KPMG Peat Marwick Experience June 1980 - October 1984
Job Managing Director at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross February 2012 - Present
American Appraisal January 2000 - January 2012
Holiday Fenoglio June 1998 - January 2000
Interfirst Bank October 1984 - July 1987
KPMG Peat Marwick June 1980 - October 1984
Skills
Valuation, Investment Banking, Dispute Advisory and..., Tax, Financial Reporting, Real Estate, Intangible Assets, Debt, Financial Analysis, Finance, Auditing, Corporate Finance, Business Valuation, Restructuring, Financial Modeling, Due Diligence, Mergers & Acquisitions, Business Planning, Appraisals, Internal Controls, Fair Value, Purchase Price..., Fairness Opinions, Private Equity, Accounting, Asset Management, M&A experience, Acquisitions, Strategic Financial..., Investments, Financial Advisory, Venture Capital, Property Tax, DCF, SEC filings, Forensic Accounting, US GAAP, Divestitures, Equity Valuation, Cash Flow, Intellectual Property..., Corporate Development
Education
University of Southern Mississippi 1977 — 1980
BS, Accounting
Stout Risius Ross February 2012 - Present
American Appraisal January 2000 - January 2012
Holiday Fenoglio June 1998 - January 2000
Interfirst Bank October 1984 - July 1987
KPMG Peat Marwick June 1980 - October 1984
Skills
Valuation, Investment Banking, Dispute Advisory and..., Tax, Financial Reporting, Real Estate, Intangible Assets, Debt, Financial Analysis, Finance, Auditing, Corporate Finance, Business Valuation, Restructuring, Financial Modeling, Due Diligence, Mergers & Acquisitions, Business Planning, Appraisals, Internal Controls, Fair Value, Purchase Price..., Fairness Opinions, Private Equity, Accounting, Asset Management, M&A experience, Acquisitions, Strategic Financial..., Investments, Financial Advisory, Venture Capital, Property Tax, DCF, SEC filings, Forensic Accounting, US GAAP, Divestitures, Equity Valuation, Cash Flow, Intellectual Property..., Corporate Development
Education
University of Southern Mississippi 1977 — 1980
BS, Accounting
Fernando Tirado's KPMG Peat Marwick Experience December 1993 - May 1997
Job Corporate Controller at International Audio Visual
Industry Consumer Electronics
Experience
International Audio Visual April 2009 - Present
Starboard Cruise Services February 2005 - October 2008
General Electric May 1997 - January 2005
KPMG Peat Marwick December 1993 - May 1997
Diego Perdomo & Company (CPA's) January 1992 - December 1993
Skills
Mergers & Acquisitions, Financial Reporting, Six Sigma, Finance, Management, Managerial Finance, Budgets
Education
Universidad de Puerto Rico 1987 — 1991
Bachelors, Business Administration - Accounting Major
International Audio Visual April 2009 - Present
Starboard Cruise Services February 2005 - October 2008
General Electric May 1997 - January 2005
KPMG Peat Marwick December 1993 - May 1997
Diego Perdomo & Company (CPA's) January 1992 - December 1993
Skills
Mergers & Acquisitions, Financial Reporting, Six Sigma, Finance, Management, Managerial Finance, Budgets
Education
Universidad de Puerto Rico 1987 — 1991
Bachelors, Business Administration - Accounting Major
Linda Del Matto, CPA's KPMG Peat Marwick Experience September 1984 - June 1990
Job Independent Financial Services Professional
Industry Financial Services
Experience
Palazzolo & Associates March 2006 - Present
XTRA International Ltd. February 1992 - October 1999
KPMG Peat Marwick September 1984 - June 1990
Education
University of California, Berkeley 1982 — 1984
B.S., Business Administration, Finance, Accounting
Palazzolo & Associates March 2006 - Present
XTRA International Ltd. February 1992 - October 1999
KPMG Peat Marwick September 1984 - June 1990
Education
University of California, Berkeley 1982 — 1984
B.S., Business Administration, Finance, Accounting
Andrea Hulcy's KPMG Peat Marwick Experience 1988 - 1994
Job Chief Financial Officer, ID90 Travel
Industry Airlines/Aviation
Experience
ID90 Travel 2011 - Present
publishingSOFT, Inc. 1999 - Present
Chancellor Media 1995 - 1999
American Airlines 1994 - 1995
KPMG Peat Marwick 1988 - 1994
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1989
MPA, BBA, Master in Professional Accounting
ID90 Travel 2011 - Present
publishingSOFT, Inc. 1999 - Present
Chancellor Media 1995 - 1999
American Airlines 1994 - 1995
KPMG Peat Marwick 1988 - 1994
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1989
MPA, BBA, Master in Professional Accounting
Lorie Mason's KPMG Peat Marwick Experience September 1986 - April 1988
Job Senior Associate at Kilpatrick Townsend & Stockton LLP
Industry Law Practice
Experience
Kilpatrick Townsend & Stockton LLP June 2005 - Present
RMI November 1998 - December 2001
Texas Department of Housing and Community Affairs October 1994 - October 1998
Source Finance February 1993 - October 1994
District of Columbia Housing Finance Agency May 1990 - October 1992
VF Corporation May 1988 - May 1990
KPMG Peat Marwick September 1986 - April 1988
Skills
Mergers & Acquisitions, Corporate Governance, Finance, Corporate Law, Securities, Tax, Structured Finance, Bonds, Intellectual Property, Legal Research, Legal Writing
Education
University of Florida 2002 — 2004
Juris Doctor (J.D.), Magna Cum Laude
University of Alabama 1985 — 1986
Master of Tax Accounting, Tax
University of Alabama 1981 — 1985
BS, Accounting
Kilpatrick Townsend & Stockton LLP June 2005 - Present
RMI November 1998 - December 2001
Texas Department of Housing and Community Affairs October 1994 - October 1998
Source Finance February 1993 - October 1994
District of Columbia Housing Finance Agency May 1990 - October 1992
VF Corporation May 1988 - May 1990
KPMG Peat Marwick September 1986 - April 1988
Skills
Mergers & Acquisitions, Corporate Governance, Finance, Corporate Law, Securities, Tax, Structured Finance, Bonds, Intellectual Property, Legal Research, Legal Writing
Education
University of Florida 2002 — 2004
Juris Doctor (J.D.), Magna Cum Laude
University of Alabama 1985 — 1986
Master of Tax Accounting, Tax
University of Alabama 1981 — 1985
BS, Accounting
Steven Corday's KPMG Peat Marwick Experience 1984 - 1989
Job Manager at KPMG LLP
Industry Accounting
Experience
KPMG June 2010 - Present
KPMG 2010 - 2015
KPMG 2010 - 2015
CMW Financial Group 2001 - February 2011
Recruiting Firm 1994 - 2001
RBS Greenwich Capital 1992 - 1993
Morgan Stanley Dean Witter 1989 - 1992
KPMG Peat Marwick 1984 - 1989
Skills
US GAAP, Corporate Tax, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, GAAP, Financial Reporting, SEC filings, CPA, IFRS, Tax Accounting, Financial Statements, Financial Audits, Tax
Education
University at Albany, SUNY 1980 — 1984
B.S., Accounting
KPMG June 2010 - Present
KPMG 2010 - 2015
KPMG 2010 - 2015
CMW Financial Group 2001 - February 2011
Recruiting Firm 1994 - 2001
RBS Greenwich Capital 1992 - 1993
Morgan Stanley Dean Witter 1989 - 1992
KPMG Peat Marwick 1984 - 1989
Skills
US GAAP, Corporate Tax, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, GAAP, Financial Reporting, SEC filings, CPA, IFRS, Tax Accounting, Financial Statements, Financial Audits, Tax
Education
University at Albany, SUNY 1980 — 1984
B.S., Accounting
Elizabeth Keller's KPMG Peat Marwick Experience August 1991 - June 1993
Job Vice President at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group September 2012 - February 2015
Lincoln Financial Group January 2012 - October 2012
Lincoln Financial Group January 2010 - December 2011
Lincoln Financial Group December 2006 - December 2009
Lexington State Bank December 2004 - December 2006
Security Capital Group 1993 - 2001
KPMG Peat Marwick August 1991 - June 1993
Skills
Business Objects, Essbase, PeopleSoft, Financial Reporting, Business Intelligence, Financial Analysis, Accounting, General Ledger, Hyperion Planning, Sarbanes-Oxley Act, SEC filings, Hyperion HFM, Data Integration, CPA, Management
Education
University of Texas at El Paso
Bachelors of Business Administration, Accounting
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group September 2012 - February 2015
Lincoln Financial Group January 2012 - October 2012
Lincoln Financial Group January 2010 - December 2011
Lincoln Financial Group December 2006 - December 2009
Lexington State Bank December 2004 - December 2006
Security Capital Group 1993 - 2001
KPMG Peat Marwick August 1991 - June 1993
Skills
Business Objects, Essbase, PeopleSoft, Financial Reporting, Business Intelligence, Financial Analysis, Accounting, General Ledger, Hyperion Planning, Sarbanes-Oxley Act, SEC filings, Hyperion HFM, Data Integration, CPA, Management
Education
University of Texas at El Paso
Bachelors of Business Administration, Accounting
Daniel Santopietro, CPA's KPMG Peat Marwick Experience October 2002 - February 2004
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group August 2013 - Present
Credit Suisse January 2011 - August 2013
Credit Suisse March 2004 - December 2010
KPMG Peat Marwick October 2002 - February 2004
Skills
Financial Modeling, Valuation, Private Equity, Alternative Investments, Asset Management, Financial Analysis, Fund Accounting, Financial Reporting, Auditing, Accounting, Fund Of Funds, Financial Services
Education
University at Albany, SUNY 1998 — 2002
BS, Accounting
The Blackstone Group August 2013 - Present
Credit Suisse January 2011 - August 2013
Credit Suisse March 2004 - December 2010
KPMG Peat Marwick October 2002 - February 2004
Skills
Financial Modeling, Valuation, Private Equity, Alternative Investments, Asset Management, Financial Analysis, Fund Accounting, Financial Reporting, Auditing, Accounting, Fund Of Funds, Financial Services
Education
University at Albany, SUNY 1998 — 2002
BS, Accounting
Laura Tims, CPA's KPMG Peat Marwick Experience October 1988 - March 1989
Job GameStop Inc.
Industry Accounting
Experience
GameStop December 2012 - Present
The Freeman Company June 2007 - September 2012
Neiman Marcus November 2005 - May 2007
Rexel USA January 2004 - November 2005
Overhead Door Corporation April 1996 - March 2004
Ashford Hospitality Trust September 1994 - June 1995
WEDGE Energy Services, LLC (formerly Howe-Baker Engineers, Inc.) June 1992 - June 1994
Consolidated Equities (formerly ConCap Equities) January 1990 - April 1992
KPMG Peat Marwick October 1988 - March 1989
Skills
Financial Reporting, General Ledger, Month-End Close, Payroll, Reconciliations..., Investments, Insurance, Dividends & ESOP, Auditing, Capital Spending, Fixed Assets, P&L Analysis, Budgeting, Budgets
Education
The University of Texas at Austin 1982 — 1987
BBA, Accounting
Benjamin Franklin Sr High School 1979 — 1982
GameStop December 2012 - Present
The Freeman Company June 2007 - September 2012
Neiman Marcus November 2005 - May 2007
Rexel USA January 2004 - November 2005
Overhead Door Corporation April 1996 - March 2004
Ashford Hospitality Trust September 1994 - June 1995
WEDGE Energy Services, LLC (formerly Howe-Baker Engineers, Inc.) June 1992 - June 1994
Consolidated Equities (formerly ConCap Equities) January 1990 - April 1992
KPMG Peat Marwick October 1988 - March 1989
Skills
Financial Reporting, General Ledger, Month-End Close, Payroll, Reconciliations..., Investments, Insurance, Dividends & ESOP, Auditing, Capital Spending, Fixed Assets, P&L Analysis, Budgeting, Budgets
Education
The University of Texas at Austin 1982 — 1987
BBA, Accounting
Benjamin Franklin Sr High School 1979 — 1982
Mark Gitlen's KPMG Peat Marwick Experience 1984 - 1988
Job Managing Director / CAO at Citigroup
Industry Banking
Experience
Citigroup June 1988 - Present
KPMG Peat Marwick 1984 - 1988
Brout & Company CPAs 1981 - 1984
Skills
Capital Markets, Fixed Income, Investment Banking, Corporate Finance, Management, Financial Analysis, Financial Services, Risk Management, Finance, Banking, Financial Modeling, Financial Risk, Due Diligence, Structured Finance, Financial Markets
Education
University of Bridgeport 1976 — 1981
BS, Finance and Economics
Citigroup June 1988 - Present
KPMG Peat Marwick 1984 - 1988
Brout & Company CPAs 1981 - 1984
Skills
Capital Markets, Fixed Income, Investment Banking, Corporate Finance, Management, Financial Analysis, Financial Services, Risk Management, Finance, Banking, Financial Modeling, Financial Risk, Due Diligence, Structured Finance, Financial Markets
Education
University of Bridgeport 1976 — 1981
BS, Finance and Economics
Alan Klinger's KPMG Peat Marwick Experience June 1971 - August 1977
Job president and cpa at alan e klinger pc
Industry Accounting
Experience
Alan E. Klinger, P.C. August 1984 - Present
KPMG June 1971 - August 1984
KPMG Peat Marwick June 1971 - August 1977
Education
Truman State University 1967 — 1971
b.s., Accounting
Alan E. Klinger, P.C. August 1984 - Present
KPMG June 1971 - August 1984
KPMG Peat Marwick June 1971 - August 1977
Education
Truman State University 1967 — 1971
b.s., Accounting
Kathryn (Mauch) De Vita's KPMG Peat Marwick Experience 1982 - 1988
Job Director, Tax Accounting at Pitney Bowes
Industry Biotechnology
Experience
Pitney Bowes July 2009 - Present
Life Technologies (formerly Applied Biosystems November 2008 - June 2009
Applied Biosystems (Formerly Applera Corporation July 2008 - November 2008
Applera Corporation (formerly Perkin Elmer Corporation) May 1999 - November 2008
Perkin Elmer Corporation August 1988 - May 1999
KPMG Peat Marwick 1982 - 1988
Skills
Tax Accounting
Education
University of Bridgeport 1978 — 1982
Bachelor of Science in Accounting, Accounting
Pitney Bowes July 2009 - Present
Life Technologies (formerly Applied Biosystems November 2008 - June 2009
Applied Biosystems (Formerly Applera Corporation July 2008 - November 2008
Applera Corporation (formerly Perkin Elmer Corporation) May 1999 - November 2008
Perkin Elmer Corporation August 1988 - May 1999
KPMG Peat Marwick 1982 - 1988
Skills
Tax Accounting
Education
University of Bridgeport 1978 — 1982
Bachelor of Science in Accounting, Accounting
Stephanie Buffington, CPA's KPMG Peat Marwick Experience 1988 - 1992
Job Monogram Residential Trust—we're changing the conversation in multifamily real estate.
Industry Real Estate
Experience
Monogram Residential Trust July 2014 - Present
Behringer Harvard December 2010 - June 2014
Tarragon Corporation April 2004 - December 2010
Hallmark Financial Services, Inc. August 1995 - April 2004
Western Fidelity Insurance Company 1993 - 1995
PricewaterhouseCoopers 1992 - 1993
KPMG Peat Marwick 1988 - 1992
Skills
Accounting, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act
Education
The University of Texas at Arlington - College of Business 1984 — 1988
BBA, Accounting
Monogram Residential Trust July 2014 - Present
Behringer Harvard December 2010 - June 2014
Tarragon Corporation April 2004 - December 2010
Hallmark Financial Services, Inc. August 1995 - April 2004
Western Fidelity Insurance Company 1993 - 1995
PricewaterhouseCoopers 1992 - 1993
KPMG Peat Marwick 1988 - 1992
Skills
Accounting, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act
Education
The University of Texas at Arlington - College of Business 1984 — 1988
BBA, Accounting
Lia Koumbaridou's KPMG Peat Marwick Experience 1994 - 1995
Job Experienced SAP Integration Consultant
Industry Information Technology and Services
Experience
Philips Respironics November 2009 - Present
CDC Software April 2004 - July 2009
CCAi Consulting, Inc April 1995 - May 2003
KPMG Peat Marwick 1994 - 1995
Computervision, Inc 1992 - 1994
NEC 1989 - 1992
Education
University of Pennsylvania 1988 — 1989
M.S.
The University of Texas at Arlington 1983 — 1987
B.S.
Philips Respironics November 2009 - Present
CDC Software April 2004 - July 2009
CCAi Consulting, Inc April 1995 - May 2003
KPMG Peat Marwick 1994 - 1995
Computervision, Inc 1992 - 1994
NEC 1989 - 1992
Education
University of Pennsylvania 1988 — 1989
M.S.
The University of Texas at Arlington 1983 — 1987
B.S.
Duncan Gallagher's KPMG Peat Marwick Experience September 1983 - April 1986
Job Executive Vice President and CFO at Allina Hospitals & Clinics
Industry Hospital & Health Care
Experience
Allina Health August 2009 - Present
Privvy, Inc. December 2008 - August 2009
Iowa Health System November 1998 - November 2008
KPMG August 1989 - November 1998
HealthEast May 1986 - July 1989
KPMG Peat Marwick September 1983 - April 1986
Education
University of Minnesota - Carlson School of Management 1987 — 1989
MBA, Finance
The University of South Dakota 1979 — 1983
BSBA, Accounting
Allina Health August 2009 - Present
Privvy, Inc. December 2008 - August 2009
Iowa Health System November 1998 - November 2008
KPMG August 1989 - November 1998
HealthEast May 1986 - July 1989
KPMG Peat Marwick September 1983 - April 1986
Education
University of Minnesota - Carlson School of Management 1987 — 1989
MBA, Finance
The University of South Dakota 1979 — 1983
BSBA, Accounting
Peter Cott's KPMG Peat Marwick Experience September 1979 - April 1984
Job CoOwner at Pamela's
Industry Apparel & Fashion
Experience
Pamela's September 1990 - Present
Aviall October 1985 - November 1990
Ernst & Whinney/Young April 1984 - May 1986
KPMG Peat Marwick September 1979 - April 1984
Skills
Retail Software, Tax, Marketing Strategy, Social Media Marketing, Retail, Auditing, Internal Controls, Fashion, New Business Development, Sales, Business Development, Apparel, Social Networking
Education
University of Arizona 1976 — 1980
BBA, Business
Pamela's September 1990 - Present
Aviall October 1985 - November 1990
Ernst & Whinney/Young April 1984 - May 1986
KPMG Peat Marwick September 1979 - April 1984
Skills
Retail Software, Tax, Marketing Strategy, Social Media Marketing, Retail, Auditing, Internal Controls, Fashion, New Business Development, Sales, Business Development, Apparel, Social Networking
Education
University of Arizona 1976 — 1980
BBA, Business
Kira Wallack's KPMG Peat Marwick Experience February 2010 - February 2011
Job VP at JPMorganChase
Industry Financial Services
Experience
JPMorganChase March 2011 - Present
KPMG Peat Marwick February 2010 - February 2011
AllianceBernstein 1998 - 2008
Education
1985 — 1990
BA, Foreign Languages
JPMorganChase March 2011 - Present
KPMG Peat Marwick February 2010 - February 2011
AllianceBernstein 1998 - 2008
Education
1985 — 1990
BA, Foreign Languages
Curtis Davidson's KPMG Peat Marwick Experience January 1987 - June 1991
Job Partner at Cadence Development
Industry Real Estate
Experience
Cadence Development October 2007 - Present
Makar Properties January 2000 - October 2007
Capital Pacific Homes 1992 - 2005
KPMG Peat Marwick January 1987 - June 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1986
BBA, Accounting
Cadence Development October 2007 - Present
Makar Properties January 2000 - October 2007
Capital Pacific Homes 1992 - 2005
KPMG Peat Marwick January 1987 - June 1991
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1986
BBA, Accounting
David Brain's KPMG Peat Marwick Experience 1986 - 1995
Job CEO at Entertainment Properties Trust
Industry Commercial Real Estate
Experience
Entertainment Properties Trust Managing DirectorKPMG1983 - 1996
KPMG Peat Marwick 1986 - 1995
Skills
Asset Management, Fundraising, Investment Properties, Real Estate, Negotiation, Real Estate Economics, Real Estate Transactions, Entrepreneurship, Real Estate Development, Property Management, Due Diligence, Budgets, Investments, Asset Managment, Location Intelligence, Accounting, Mergers & Acquisitions, Valuation, Strategic Planning, Marketing, Financial Analysis, Business Development
Education
Tulane University 1974 — 1979
BA, MBA, Economics, Finance
Entertainment Properties Trust Managing DirectorKPMG1983 - 1996
KPMG Peat Marwick 1986 - 1995
Skills
Asset Management, Fundraising, Investment Properties, Real Estate, Negotiation, Real Estate Economics, Real Estate Transactions, Entrepreneurship, Real Estate Development, Property Management, Due Diligence, Budgets, Investments, Asset Managment, Location Intelligence, Accounting, Mergers & Acquisitions, Valuation, Strategic Planning, Marketing, Financial Analysis, Business Development
Education
Tulane University 1974 — 1979
BA, MBA, Economics, Finance
Sherrie Christian's KPMG Peat Marwick Experience 1990 - 1993
Job Controller at Complete Benefit Alliance, LLC
Industry Insurance
Experience
Complete Benefit Alliance, LLC 2002 - Present
AmSouth Bank 1993 - 2002
KPMG Peat Marwick 1990 - 1993
Education
University of Alabama 1986 — 1990
BS, Accounting
Complete Benefit Alliance, LLC 2002 - Present
AmSouth Bank 1993 - 2002
KPMG Peat Marwick 1990 - 1993
Education
University of Alabama 1986 — 1990
BS, Accounting
Steve Fradkin's KPMG Peat Marwick Experience 1982 - 1986
Job CPA
Industry Accounting
Experience
Kagan Realty Investors 1986 - 2009
KPMG Peat Marwick 1982 - 1986
Education
University of Houston 1980 — 1981
MBA, Accounting
The University of Texas at Austin 1976 — 1980
BBA, Accounting
Kagan Realty Investors 1986 - 2009
KPMG Peat Marwick 1982 - 1986
Education
University of Houston 1980 — 1981
MBA, Accounting
The University of Texas at Austin 1976 — 1980
BBA, Accounting
Rosemary Villasana's KPMG Peat Marwick Experience January 1993 - May 1994
Job Accounting Manager at CHRISTUS Health
Industry Accounting
Experience
CHRISTUS Health August 2013 - Present
Dent Zone Companies, Inc August 2010 - December 2012
Pascal Enterprises, Inc May 2006 - August 2010
Methodist Hospitals of Dallas November 2000 - May 2006
THYSSEN STEARNS – Fort Worth TX November 1999 - May 2000
QUADRAMED CORPORATION May 1996 - April 1999
Rosemary Villasana Consulting August 1995 - April 1996
Jayhawk Acceptance Corp May 1994 - August 1995
KPMG Peat Marwick January 1993 - May 1994
Skills
Financial Reporting, Accounting, Payroll, Managerial Finance, Budgets, GAAP, Tax, Mergers, Financial Audits, Analysis, Business Planning, Finance
Education
The University of Texas at San Antonio 1992 — 1992
MPA, Taxation
University of Texas at Tyler 1984 — 1986
BBA, Accounting
CHRISTUS Health August 2013 - Present
Dent Zone Companies, Inc August 2010 - December 2012
Pascal Enterprises, Inc May 2006 - August 2010
Methodist Hospitals of Dallas November 2000 - May 2006
THYSSEN STEARNS – Fort Worth TX November 1999 - May 2000
QUADRAMED CORPORATION May 1996 - April 1999
Rosemary Villasana Consulting August 1995 - April 1996
Jayhawk Acceptance Corp May 1994 - August 1995
KPMG Peat Marwick January 1993 - May 1994
Skills
Financial Reporting, Accounting, Payroll, Managerial Finance, Budgets, GAAP, Tax, Mergers, Financial Audits, Analysis, Business Planning, Finance
Education
The University of Texas at San Antonio 1992 — 1992
MPA, Taxation
University of Texas at Tyler 1984 — 1986
BBA, Accounting
Roger von Ting's KPMG Peat Marwick Experience 1988 - 1991
Job EVP/CFO at Watson Land Company
Industry Commercial Real Estate
Experience
Watson Land Company October 1993 - Present
Long Beach Bank 1991 - 1993
KPMG Peat Marwick 1988 - 1991
Skills
Property Management, Asset Management, Real Estate Economics, Due Diligence, Real Estate Transactions, Real Estate Development, Leases, Investments, Real Estate, Commercial Real Estate, Valuation, Accounting
Education
University of California, Davis 1984 — 1987
BA, Economics
Tuck University Executive Education
Watson Land Company October 1993 - Present
Long Beach Bank 1991 - 1993
KPMG Peat Marwick 1988 - 1991
Skills
Property Management, Asset Management, Real Estate Economics, Due Diligence, Real Estate Transactions, Real Estate Development, Leases, Investments, Real Estate, Commercial Real Estate, Valuation, Accounting
Education
University of California, Davis 1984 — 1987
BA, Economics
Tuck University Executive Education
Dominic Varrialle, CFA, CPA's KPMG Peat Marwick Experience September 1991 - November 1993
Job
Industry Financial Services
Experience
K2 Advisors October 2009 - April 2010
Atticus Capital, L.P. April 2008 - August 2009
Moore Capital Management, LLC October 1994 - March 2008
Argonaut Capital Management December 1993 - October 1994
KPMG Peat Marwick September 1991 - November 1993
Education
University at Albany, SUNY 1987 — 1991
BS, Accounting
K2 Advisors October 2009 - April 2010
Atticus Capital, L.P. April 2008 - August 2009
Moore Capital Management, LLC October 1994 - March 2008
Argonaut Capital Management December 1993 - October 1994
KPMG Peat Marwick September 1991 - November 1993
Education
University at Albany, SUNY 1987 — 1991
BS, Accounting
Terry Picchi's KPMG Peat Marwick Experience 1984 - 1989
Job CPA
Industry Accounting
Experience
Vortex 2013 - Present
Gallina LLP 2002 - September 2013
Pacific Telesis 1997 - 1998
KPMG Peat Marwick 1984 - 1989
Skills
Construction Accounting, Tax, Corporate Tax, Auditing, Partnership Taxation, CPA, FASB, Income Tax, US GAAP, GAAP, Tax Returns, Tax Preparation, Accounting, Project Management, Management, Supervisory Skills, Financial Reporting, Internal Controls, Revenue Recognition, S Corporations
Education
University of California, Berkeley
Bachelor of Science, Business
Vortex 2013 - Present
Gallina LLP 2002 - September 2013
Pacific Telesis 1997 - 1998
KPMG Peat Marwick 1984 - 1989
Skills
Construction Accounting, Tax, Corporate Tax, Auditing, Partnership Taxation, CPA, FASB, Income Tax, US GAAP, GAAP, Tax Returns, Tax Preparation, Accounting, Project Management, Management, Supervisory Skills, Financial Reporting, Internal Controls, Revenue Recognition, S Corporations
Education
University of California, Berkeley
Bachelor of Science, Business
Gary Heinemann's KPMG Peat Marwick Experience September 1974 - September 1976
Job Corporate Tax Director at Astec Industries< Inc.
Industry Machinery
Experience
Astec Industries< Inc. Corporate Tax ManagerNissan North AmericaNovember 1996 - November 2004
Byrum Properties, Inc. September 1995 - November 1996
Tracor, Inc. / Westmark Systems, Inc. August 1987 - September 1995
Magic Chef, Inc. February 1980 - August 1987
Southwire Company September 1976 - February 1980
KPMG Peat Marwick September 1974 - September 1976
Education
University of Houston 2003 — 2004
MS, Taxation
University of Alabama 2001 — 2003
BS, Accounting
Marion Military Institute 1969 — 1971
AS, Business
Astec Industries< Inc. Corporate Tax ManagerNissan North AmericaNovember 1996 - November 2004
Byrum Properties, Inc. September 1995 - November 1996
Tracor, Inc. / Westmark Systems, Inc. August 1987 - September 1995
Magic Chef, Inc. February 1980 - August 1987
Southwire Company September 1976 - February 1980
KPMG Peat Marwick September 1974 - September 1976
Education
University of Houston 2003 — 2004
MS, Taxation
University of Alabama 2001 — 2003
BS, Accounting
Marion Military Institute 1969 — 1971
AS, Business
Josée Beaucaire's KPMG Peat Marwick Experience October 1999 - April 2004
Job Vérificatrice externe chez Gosselin et Associés
Industry Accounting
Experience
Gosselin et Associés June 2011 - Present
Technomedia Formation April 2010 - June 2011
Audiokinetic October 2006 - March 2010
Deloitte March 2005 - October 2006
KPMG Peat Marwick October 1999 - April 2004
Skills
Financial Reporting, Financial Analysis, Internal Controls, Accounting, Finance, Cost Accounting, French
Education
2008 — 2009
MBA, Financement d'entreprises
1999 — 2000
DESS, Sciences comptables
1996 — 1999
BAC, Sciences comptables
Gosselin et Associés June 2011 - Present
Technomedia Formation April 2010 - June 2011
Audiokinetic October 2006 - March 2010
Deloitte March 2005 - October 2006
KPMG Peat Marwick October 1999 - April 2004
Skills
Financial Reporting, Financial Analysis, Internal Controls, Accounting, Finance, Cost Accounting, French
Education
2008 — 2009
MBA, Financement d'entreprises
1999 — 2000
DESS, Sciences comptables
1996 — 1999
BAC, Sciences comptables
Lizeth Herrera's KPMG Peat Marwick Experience September 2005 - December 2006
Job Assistant Controller Retail Division at Western Refining
Industry Oil & Energy
Experience
Western Refining October 2012 - Present
Western Refining August 2007 - November 2012
Petro Stopping Centers December 2006 - August 2007
KPMG Peat Marwick September 2005 - December 2006
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, GAAP, Financial Accounting, Process Improvement, General Ledger, Accounting, Financial Audits, IT Audit, Financial Analysis, Accounts Receivable, Account Reconciliation, External Audit, Revenue Recognition, Consolidation, Accounts Payable, US GAAP, Quality Auditing, CPA, Accruals, Budgets, COSO, Fixed Assets, SEC filings, Assurance
Education
The University of Texas at El Paso
BBA, Accounting
The University of Texas at El Paso
MAcc, Auditing
Western Refining October 2012 - Present
Western Refining August 2007 - November 2012
Petro Stopping Centers December 2006 - August 2007
KPMG Peat Marwick September 2005 - December 2006
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, GAAP, Financial Accounting, Process Improvement, General Ledger, Accounting, Financial Audits, IT Audit, Financial Analysis, Accounts Receivable, Account Reconciliation, External Audit, Revenue Recognition, Consolidation, Accounts Payable, US GAAP, Quality Auditing, CPA, Accruals, Budgets, COSO, Fixed Assets, SEC filings, Assurance
Education
The University of Texas at El Paso
BBA, Accounting
The University of Texas at El Paso
MAcc, Auditing
Samira Yassin, CPA, Esq.'s KPMG Peat Marwick Experience June 2009 - July 2009
Job Accounting Professional
Industry Accounting
Experience
Legal Aid Clinic- Community Economic Development August 2012 - May 2013
Decanato de Estudios Graduados e Investigación August 2011 - May 2013
ALTALEX June 2012 - July 2012
KPMG Peat Marwick June 2009 - July 2009
H & R Block Puerto Rico January 2009 - April 2009
H & R Block Puerto Rico January 2009 - April 2009
Goldman Sachs June 2008 - August 2008
H&R Block January 2008 - April 2008
NASA Goddard Space Flight Center June 2007 - July 2007
Manuel Rivera & Asociados February 2007 - April 2007
Skills
Tax, Auditing, CPA, Accounting, Financial Reporting, Financial Statements, Tax Preparation, Financial Accounting, GAAP, General Ledger, Financial Analysis, Internal Controls, Journal Entries, Income Tax
Education
Universidad de Puerto Rico 2010 — 2013
Doctor of Law (JD) Magna Cumlaude
University of Puerto Rico 2004 — 2009
BBA, Accounting & Finance, Summa Cumlaude
Legal Aid Clinic- Community Economic Development August 2012 - May 2013
Decanato de Estudios Graduados e Investigación August 2011 - May 2013
ALTALEX June 2012 - July 2012
KPMG Peat Marwick June 2009 - July 2009
H & R Block Puerto Rico January 2009 - April 2009
H & R Block Puerto Rico January 2009 - April 2009
Goldman Sachs June 2008 - August 2008
H&R Block January 2008 - April 2008
NASA Goddard Space Flight Center June 2007 - July 2007
Manuel Rivera & Asociados February 2007 - April 2007
Skills
Tax, Auditing, CPA, Accounting, Financial Reporting, Financial Statements, Tax Preparation, Financial Accounting, GAAP, General Ledger, Financial Analysis, Internal Controls, Journal Entries, Income Tax
Education
Universidad de Puerto Rico 2010 — 2013
Doctor of Law (JD) Magna Cumlaude
University of Puerto Rico 2004 — 2009
BBA, Accounting & Finance, Summa Cumlaude
William Kutney, CPA, CFE's KPMG Peat Marwick Experience January 1988 - January 1993
Job Sole Proprietor at William B. Kutney, CPA
Industry Accounting
Experience
William B. Kutney, CPA September 2012 - Present
Source Gas June 2009 - February 2012
Ajilon November 2008 - June 2009
ARBOR PRIVATE INVESTMENTS November 2006 - October 2008
Ajilon May 2006 - November 2006
2005 - 2006LIFELINE THERAPEUTICS, INC 2005 - 2006
ISI Commercial Refrigeration 1998 - 2005
ITEX ENVIRONMENTAL SERVICES January 1993 - July 1998
KPMG PEAT MARWICK January 1988 - January 1993
US Army July 1975 - February 1982
Education
The University of Texas at Dallas 1984 — 1987
BS-BA, Accounting Concentration-Cum Laude
William B. Kutney, CPA September 2012 - Present
Source Gas June 2009 - February 2012
Ajilon November 2008 - June 2009
ARBOR PRIVATE INVESTMENTS November 2006 - October 2008
Ajilon May 2006 - November 2006
2005 - 2006LIFELINE THERAPEUTICS, INC 2005 - 2006
ISI Commercial Refrigeration 1998 - 2005
ITEX ENVIRONMENTAL SERVICES January 1993 - July 1998
KPMG PEAT MARWICK January 1988 - January 1993
US Army July 1975 - February 1982
Education
The University of Texas at Dallas 1984 — 1987
BS-BA, Accounting Concentration-Cum Laude
Jill Shibuya's KPMG Peat Marwick Experience September 1986 - September 1989
Job Financial Services Professional
Industry Financial Services
Experience
RJ Healy & Co October 2007 - December 2009
Blanding, Boyer & Rockwell October 1997 - April 1998
TY Lin International Medina September 1991 - September 1997
Tesseract Corporation September 1989 - September 1991
KPMG Peat Marwick September 1986 - September 1989
Skills
Financial Reporting, Auditing, Accounting, Accounts Payable, Finance, Accounts Receivable, General Ledger, Accounting Management, Financial Planning
Education
University of California, Berkeley 1982 — 1986
BS, Accounting/Finance
RJ Healy & Co October 2007 - December 2009
Blanding, Boyer & Rockwell October 1997 - April 1998
TY Lin International Medina September 1991 - September 1997
Tesseract Corporation September 1989 - September 1991
KPMG Peat Marwick September 1986 - September 1989
Skills
Financial Reporting, Auditing, Accounting, Accounts Payable, Finance, Accounts Receivable, General Ledger, Accounting Management, Financial Planning
Education
University of California, Berkeley 1982 — 1986
BS, Accounting/Finance
Michael Charneskie's KPMG Peat Marwick Experience January 1992 - January 1994
Job Finance Manager Americas
Industry Construction
Experience
MST Global September 2015 - Present
Lifescape Associates September 2013 - March 2015
5 Diamond Lodging, Inc. April 2011 - October 2013
Quiet Pines, LLC January 2000 - April 2011
ICG Communications January 1999 - January 2000
Summo Minerals Corporation January 1997 - January 1999
Beach, Fleischman & Co January 1994 - January 1997
KPMG Peat Marwick January 1992 - January 1994
Skills
Accounting, Hospitality Management, Payroll, Auditing, Internal Controls, Finance, Accounts Payable, Account Reconciliation, Analysis, Accounts Receivable, Financial Statements, Software Documentation, GAAP, Invoicing, Management, Operations Management, Financial Analysis, Tax Preparation, Leadership, Financial Reporting, Process Improvement
Education
University of Arizona 1989 — 1992
BS, Business Administration
University of Pittsburgh 1982 — 1986
Public Relations/Hotel Management
South Williamsport
South Williamsport
South Williamsport Area Senior High School
South Williamsport Area Senior High School
MST Global September 2015 - Present
Lifescape Associates September 2013 - March 2015
5 Diamond Lodging, Inc. April 2011 - October 2013
Quiet Pines, LLC January 2000 - April 2011
ICG Communications January 1999 - January 2000
Summo Minerals Corporation January 1997 - January 1999
Beach, Fleischman & Co January 1994 - January 1997
KPMG Peat Marwick January 1992 - January 1994
Skills
Accounting, Hospitality Management, Payroll, Auditing, Internal Controls, Finance, Accounts Payable, Account Reconciliation, Analysis, Accounts Receivable, Financial Statements, Software Documentation, GAAP, Invoicing, Management, Operations Management, Financial Analysis, Tax Preparation, Leadership, Financial Reporting, Process Improvement
Education
University of Arizona 1989 — 1992
BS, Business Administration
University of Pittsburgh 1982 — 1986
Public Relations/Hotel Management
South Williamsport
South Williamsport
South Williamsport Area Senior High School
South Williamsport Area Senior High School
Debbie Posada's KPMG Peat Marwick Experience January 1987 - July 1991
Job Owner, Posada & Associates, CPAs
Industry Accounting
Experience
Posada & Associates, CPAs, A Professional Corporation January 2005 - Present
J. Arthur Greenfield & Co., LLP July 1991 - January 2005
KPMG Peat Marwick January 1987 - July 1991
Cortez, Garza & Morales, CPAs March 1985 - December 1986
Skills
Financial Modeling, CPA, Corporate Tax, Customer Service, Tax, Budgets, Small Business, Finance, Strategic Financial..., Income Tax, Trusts, Financial Planners, Tax Returns, Tax Research, Auditing, Accounting, Financial Analysis, Financial Planning
Education
The University of Texas-Pan American 1982 — 1986
BBA, Accounting & English
McAllen Memorial High School
H.S.
Posada & Associates, CPAs, A Professional Corporation January 2005 - Present
J. Arthur Greenfield & Co., LLP July 1991 - January 2005
KPMG Peat Marwick January 1987 - July 1991
Cortez, Garza & Morales, CPAs March 1985 - December 1986
Skills
Financial Modeling, CPA, Corporate Tax, Customer Service, Tax, Budgets, Small Business, Finance, Strategic Financial..., Income Tax, Trusts, Financial Planners, Tax Returns, Tax Research, Auditing, Accounting, Financial Analysis, Financial Planning
Education
The University of Texas-Pan American 1982 — 1986
BBA, Accounting & English
McAllen Memorial High School
H.S.
Ken Capps's KPMG Peat Marwick Experience January 1990 - December 1990
Job Application and Systems Architect at Flexjet
Industry Aviation & Aerospace
Experience
OneSky Flight - Flexjet LLC December 2013 - Present
Bombardier Aerospace - Flexjet March 2001 - December 2013
Rapture Technologies March 1999 - March 2001
7th Level May 1996 - March 1999
CLR FastTax June 1991 - May 1996
KPMG Peat Marwick January 1990 - December 1990
Skills
Aviation, Software Development, Process Improvement, Aerospace, Airlines, HTML, SharePoint, SQL, C#, Access, ASP.NET, Program Management, Management, Project Planning, Microsoft Office, Operations Management, Strategic Planning, Oracle, Troubleshooting, VB.NET, .NET, Microsoft SQL Server, Aircraft, Computer Program
Education
University of Texas at Dallas - Naveen Jindal School of Management 1989 — 1989
MS, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 1987 — 1989
BS, Finance
The University of Texas at Austin 1981 — 1987
Computer Science
OneSky Flight - Flexjet LLC December 2013 - Present
Bombardier Aerospace - Flexjet March 2001 - December 2013
Rapture Technologies March 1999 - March 2001
7th Level May 1996 - March 1999
CLR FastTax June 1991 - May 1996
KPMG Peat Marwick January 1990 - December 1990
Skills
Aviation, Software Development, Process Improvement, Aerospace, Airlines, HTML, SharePoint, SQL, C#, Access, ASP.NET, Program Management, Management, Project Planning, Microsoft Office, Operations Management, Strategic Planning, Oracle, Troubleshooting, VB.NET, .NET, Microsoft SQL Server, Aircraft, Computer Program
Education
University of Texas at Dallas - Naveen Jindal School of Management 1989 — 1989
MS, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 1987 — 1989
BS, Finance
The University of Texas at Austin 1981 — 1987
Computer Science
David Kaminsky's KPMG Peat Marwick Experience July 1985 - June 1988
Job CFO at iQor
Industry Information Technology and Services
Experience
iQor September 2015 - Present
Vidyo, Inc. July 2012 - September 2015
NTT DATA Americas (formerly Keane Inc) December 2010 - June 2012
Keane Inc (acquired by NTT Data Inc) January 2010 - June 2012
Altegrity (formerly USIS) December 2005 - December 2009
GE Capital October 1993 - December 2005
KPMG Peat Marwick July 1985 - June 1988
Skills
Accounting, Acquisition Integration, Cash Management, Financial Management, Mergers, Managerial Finance, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Risk Management, Leadership, Restructuring, Mergers & Acquisitions, Financial Services, Business Development, Due Diligence, Process Improvement, Sarbanes-Oxley Act, Forecasting, Executive Management, Business Process..., Corporate Finance, Internal Controls, SEC filings, Strategic Financial..., Revenue Recognition, Start-ups, Global Finance, Financial Planning
Education
University of Bridgeport 1981 — 1985
BS, Accounting
iQor September 2015 - Present
Vidyo, Inc. July 2012 - September 2015
NTT DATA Americas (formerly Keane Inc) December 2010 - June 2012
Keane Inc (acquired by NTT Data Inc) January 2010 - June 2012
Altegrity (formerly USIS) December 2005 - December 2009
GE Capital October 1993 - December 2005
KPMG Peat Marwick July 1985 - June 1988
Skills
Accounting, Acquisition Integration, Cash Management, Financial Management, Mergers, Managerial Finance, Financial Analysis, Financial Reporting, Finance, Financial Modeling, Risk Management, Leadership, Restructuring, Mergers & Acquisitions, Financial Services, Business Development, Due Diligence, Process Improvement, Sarbanes-Oxley Act, Forecasting, Executive Management, Business Process..., Corporate Finance, Internal Controls, SEC filings, Strategic Financial..., Revenue Recognition, Start-ups, Global Finance, Financial Planning
Education
University of Bridgeport 1981 — 1985
BS, Accounting
Pamela Knous's KPMG Peat Marwick Experience 1977 - 1991
Job Member Board of Directors / Audit Committee Chair / CFO
Industry Retail
Experience
Chico's FAS, Inc. 2011 - 2014
SUPERVALU, Inc. 1997 - 2010
Tennant Company 1999 - 2007
The Vons Company, Inc 1991 - 1997
KPMG Peat Marwick 1977 - 1991
Education
University of Arizona
BA, Mathematics
University of Arizona
BS, Business Administration and Accounting
Chico's FAS, Inc. 2011 - 2014
SUPERVALU, Inc. 1997 - 2010
Tennant Company 1999 - 2007
The Vons Company, Inc 1991 - 1997
KPMG Peat Marwick 1977 - 1991
Education
University of Arizona
BA, Mathematics
University of Arizona
BS, Business Administration and Accounting
Lilian de Morales's KPMG Peat Marwick Experience 1990 - 1995
Job Directora en Contacto Humano Grupo Consultivo, S. A.
Industry Human Resources
Experience
Contacto Humano Grupo Consultivo, S. A. ConsultoraContacto Humano Grupo Consultivo, S. A.January 2005 - Present
BellSouth Guatemala 2000 - 2002
KPMG Peat Marwick 1990 - 1995
Skills
High Availability, Organizational..., Business Strategy, Employee Relations, Change Management, Coaching, Human Resources, Team Leadership, Negotiation, Performance Management, Negociación, Liderazgo de equipos, Estrategia empresarial, Recursos humanos, Relaciones con los..., Gestión del rendimiento..., Liderazgo, Cambio organizacional, Leadership, Estrategia de..., Administración y..., Desarrollo..., Plan de negocio, Servicio de atención al...
Education
Intecap
Universidad Francisco Marroquín
estudios de Maestría, Recursos Humanos
Universidad de San Carlos de Guatemala
Licenciatura, Psicología
Contacto Humano Grupo Consultivo, S. A. ConsultoraContacto Humano Grupo Consultivo, S. A.January 2005 - Present
BellSouth Guatemala 2000 - 2002
KPMG Peat Marwick 1990 - 1995
Skills
High Availability, Organizational..., Business Strategy, Employee Relations, Change Management, Coaching, Human Resources, Team Leadership, Negotiation, Performance Management, Negociación, Liderazgo de equipos, Estrategia empresarial, Recursos humanos, Relaciones con los..., Gestión del rendimiento..., Liderazgo, Cambio organizacional, Leadership, Estrategia de..., Administración y..., Desarrollo..., Plan de negocio, Servicio de atención al...
Education
Intecap
Universidad Francisco Marroquín
estudios de Maestría, Recursos Humanos
Universidad de San Carlos de Guatemala
Licenciatura, Psicología
Peter O'Neill's KPMG Peat Marwick Experience September 1989 - September 1996
Job Managing Director at Rubicon Infrastructure Advisors
Industry Banking
Experience
Rubicon Infrastructure Advisors March 2013 - Present
Bank of Ireland January 2000 - May 2012
PricewaterhouseCoopers September 1996 - August 1999
KPMG Peat Marwick September 1989 - September 1996
Skills
Project Finance, Financial Structuring, Credit Analysis, Infrastructure, Public Private..., Risk Management, Business Development, Relationship Management, Power Generation, Renewable Energy, Due Diligence
Education
Institute of Chartered Accountants in Ireland 1989 — 1994
FCA, Accountancy
Trinity College Dublin 1985 — 1989
BBS, Business
Castleknock College
Rubicon Infrastructure Advisors March 2013 - Present
Bank of Ireland January 2000 - May 2012
PricewaterhouseCoopers September 1996 - August 1999
KPMG Peat Marwick September 1989 - September 1996
Skills
Project Finance, Financial Structuring, Credit Analysis, Infrastructure, Public Private..., Risk Management, Business Development, Relationship Management, Power Generation, Renewable Energy, Due Diligence
Education
Institute of Chartered Accountants in Ireland 1989 — 1994
FCA, Accountancy
Trinity College Dublin 1985 — 1989
BBS, Business
Castleknock College
Mary Bading's KPMG Peat Marwick Experience July 1986 - December 1991
Job Senior Clinical Administrator at Keck School of Medicine of USC
Industry Hospital & Health Care
Experience
Keck School of Medicine of USC June 2013 - Present
Manhattan Consulting Group, LLC April 2006 - June 2013
University of Southern California January 2009 - October 2011
Pacific Health Policy Group March 1998 - March 2006
UCLA School of Medicine January 1997 - March 1998
UCLA School of Medicine September 1992 - January 1997
KPMG Peat Marwick July 1986 - December 1991
Skills
Medicaid Managed Care, Management Consulting, Practice Management, Operations Management, Non-profits, Proposal Writing, Faculty Compensation, Analysis, Hospitals, Management, Managed Care, Nonprofits, Community Outreach, Healthcare, Executive Management, Physicians, Strategy, Policy, Healthcare Management, Clinical Research, Process Improvement, Program Management, Deferred Compensation, Business Planning, Project Management, Business Strategy, Budgets, Healthcare Consulting
Education
UCLA Anderson School of Management 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
University of Iowa 1974 — 1978
Bachelor's Degree, English and Theatre (Double Major), Summa Cum Laude
Keck School of Medicine of USC June 2013 - Present
Manhattan Consulting Group, LLC April 2006 - June 2013
University of Southern California January 2009 - October 2011
Pacific Health Policy Group March 1998 - March 2006
UCLA School of Medicine January 1997 - March 1998
UCLA School of Medicine September 1992 - January 1997
KPMG Peat Marwick July 1986 - December 1991
Skills
Medicaid Managed Care, Management Consulting, Practice Management, Operations Management, Non-profits, Proposal Writing, Faculty Compensation, Analysis, Hospitals, Management, Managed Care, Nonprofits, Community Outreach, Healthcare, Executive Management, Physicians, Strategy, Policy, Healthcare Management, Clinical Research, Process Improvement, Program Management, Deferred Compensation, Business Planning, Project Management, Business Strategy, Budgets, Healthcare Consulting
Education
UCLA Anderson School of Management 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
University of Iowa 1974 — 1978
Bachelor's Degree, English and Theatre (Double Major), Summa Cum Laude
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY