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
Michele Malone Michele Malone's KPMG Peat Marwick Experience 1991 - 1994
Job Sales Senior Designer at Bay Home & Window
Industry Retail
Experience
Bay Home & Window March 2014 - Present
Michele Malone Design June 1999 - Present
Alicanto June 2013 - November 2013
Resurrection Consignment Boutique November 2008 - June 2012
Gallery M 2004 - October 2008
Excite@Home 1999 - 1999
National Semiconductor 1998 - 1998
Silicon Graphics 1995 - 1998
Ernst & Young 1994 - 1995
KPMG Peat Marwick 1991 - 1994
Skills
Apparel, Promotions, Online Marketing, Advertising, Social Media, Direct Sales, Social Marketing, Email Marketing, Interior Design, Business Analysis, Competitive Analysis, Financial Analysis, Consignment, Jewelry Design, Jewelry Making, Management, P&L Management, Marketing Communications, Sales Management, Handmade Jewelry, New Business Development, Fashion, Business Planning, Sales, Entrepreneurship, Marketing, Strategic Partnerships
Education
University of California, Los Angeles 1986 — 1991
Bachelors, English
Clovis High 1982 — 1986
Bay Home & Window March 2014 - Present
Michele Malone Design June 1999 - Present
Alicanto June 2013 - November 2013
Resurrection Consignment Boutique November 2008 - June 2012
Gallery M 2004 - October 2008
Excite@Home 1999 - 1999
National Semiconductor 1998 - 1998
Silicon Graphics 1995 - 1998
Ernst & Young 1994 - 1995
KPMG Peat Marwick 1991 - 1994
Skills
Apparel, Promotions, Online Marketing, Advertising, Social Media, Direct Sales, Social Marketing, Email Marketing, Interior Design, Business Analysis, Competitive Analysis, Financial Analysis, Consignment, Jewelry Design, Jewelry Making, Management, P&L Management, Marketing Communications, Sales Management, Handmade Jewelry, New Business Development, Fashion, Business Planning, Sales, Entrepreneurship, Marketing, Strategic Partnerships
Education
University of California, Los Angeles 1986 — 1991
Bachelors, English
Clovis High 1982 — 1986
Tim Schafer Tim Schafer's KPMG Peat Marwick Experience 1987 - 1990
Job Attorney at Schafer Thomas Maez PC
Industry Legal Services
Experience
Schafer Thomas Maez PC January 1993 - Present
Beck & Casello PC 1990 - 1993
KPMG Peat Marwick 1987 - 1990
Skills
Estate Planning, Mergers & Acquisitions, Civil Litigation, Commercial Litigation, Intellectual Property, Legal Writing, Arbitration, Tax, Succession Planning, Legal Research, Litigation, Tax Law, Corporate Law
Education
University of San Diego School of Law 1984 — 1987
JD
University of Colorado Boulder - Leeds School of Business 1980 — 1984
BS, Accounting, Finance
Schafer Thomas Maez PC January 1993 - Present
Beck & Casello PC 1990 - 1993
KPMG Peat Marwick 1987 - 1990
Skills
Estate Planning, Mergers & Acquisitions, Civil Litigation, Commercial Litigation, Intellectual Property, Legal Writing, Arbitration, Tax, Succession Planning, Legal Research, Litigation, Tax Law, Corporate Law
Education
University of San Diego School of Law 1984 — 1987
JD
University of Colorado Boulder - Leeds School of Business 1980 — 1984
BS, Accounting, Finance
David Stecher David Stecher's KPMG Peat Marwick Experience January 1984 - September 1986
Job National Practice Leader at 401(k) Advisors
Industry Financial Services
Experience
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
NFP Retirement July 2014 - Present
401(k) Advisors February 2010 - Present
Retirement Plan Advisory Group January 2010 - Present
Stecher Capital Inc August 2009 - January 2010
Retirement Capital Group January 2004 - August 2009
San Diego Sports Commission January 1999 - June 2009
United Way of Greater San Diego January 1997 - June 2009
AXA Advisors September 1986 - April 2004
AXA 1997 - 2004
KPMG Peat Marwick January 1984 - September 1986
Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds
Education
Widener University 1984 — 1986
Masters, Taxation
University of Delaware 1979 — 1983
BS, Accounting
Linda Harper Linda Harper's KPMG Peat Marwick Experience 1989 - 1991
Job Strategic Business Consultant
Industry Accounting
Experience
Business Consultant 2010 - Present
Vision To Learn 2014 - 2015
Steven Douglas Associates 2012 - 2014
Resources Global Professionals 2002 - 2010
business.com 2000 - 2001
Carparts.com 1999 - 2000
Nestle USA 1995 - 1999
The Walt Disney Company 1992 - 1995
Baxter Healthcare 1991 - 1992
KPMG Peat Marwick 1989 - 1991
Skills
Start-ups, Key Account Management, Key Account Development, Business Process..., Financial Accounting, Recruiting, Business Development, Client Development, Strategic Financial..., Human Resources, Management, Accounting, Internal Audit, Strategy, Budgets, Process Improvement, Mergers & Acquisitions, Talent Management, Finance, Change Management, Forecasting, Financial Reporting, Leadership, Auditing, Management Consulting, Due Diligence, Professional Services, Sarbanes-Oxley Act, Executive Management, Acquisition Integration, Managerial Finance, Entrepreneurship, Financial Planning
Education
University of California, Los Angeles 1984 — 1989
BA, English Literature
Business Consultant 2010 - Present
Vision To Learn 2014 - 2015
Steven Douglas Associates 2012 - 2014
Resources Global Professionals 2002 - 2010
business.com 2000 - 2001
Carparts.com 1999 - 2000
Nestle USA 1995 - 1999
The Walt Disney Company 1992 - 1995
Baxter Healthcare 1991 - 1992
KPMG Peat Marwick 1989 - 1991
Skills
Start-ups, Key Account Management, Key Account Development, Business Process..., Financial Accounting, Recruiting, Business Development, Client Development, Strategic Financial..., Human Resources, Management, Accounting, Internal Audit, Strategy, Budgets, Process Improvement, Mergers & Acquisitions, Talent Management, Finance, Change Management, Forecasting, Financial Reporting, Leadership, Auditing, Management Consulting, Due Diligence, Professional Services, Sarbanes-Oxley Act, Executive Management, Acquisition Integration, Managerial Finance, Entrepreneurship, Financial Planning
Education
University of California, Los Angeles 1984 — 1989
BA, English Literature
Keith Rudy Keith Rudy's KPMG Peat Marwick Experience 1986 - 1988
Job Account Executive at Insperity
Industry Management Consulting
Experience
Insperity May 2015 - Present
KL Rudy Management Insight LLC January 2014 - May 2015
ExtremeTix June 2005 - December 2013
MindOH! January 2003 - May 2005
TradeWell Systems, Inc. January 2002 - December 2002
Luminant Worldwide April 2000 - August 2001
The Hunter Goup September 1997 - July 2000
Per-Se Technologies 1994 - 1997
Holland & Davis 1988 - 1990
KPMG Peat Marwick 1986 - 1988
Skills
Professional Services, Start-ups, Strategic Planning, Business Development, Management, Process Improvement, Forecasting, ERP, SaaS, Executive Management, Enterprise Software, Management Consulting, Project Management, Business Analysis, Managerial Finance, Salesforce.com, Business Intelligence, Contract Negotiation, Merchant Services, Consumer Credit Security, Leadership, Outsourcing, Business Process..., Strategy, Sales
Education
University of Houston
BBA, Finance
University of Houston
MBA
Insperity May 2015 - Present
KL Rudy Management Insight LLC January 2014 - May 2015
ExtremeTix June 2005 - December 2013
MindOH! January 2003 - May 2005
TradeWell Systems, Inc. January 2002 - December 2002
Luminant Worldwide April 2000 - August 2001
The Hunter Goup September 1997 - July 2000
Per-Se Technologies 1994 - 1997
Holland & Davis 1988 - 1990
KPMG Peat Marwick 1986 - 1988
Skills
Professional Services, Start-ups, Strategic Planning, Business Development, Management, Process Improvement, Forecasting, ERP, SaaS, Executive Management, Enterprise Software, Management Consulting, Project Management, Business Analysis, Managerial Finance, Salesforce.com, Business Intelligence, Contract Negotiation, Merchant Services, Consumer Credit Security, Leadership, Outsourcing, Business Process..., Strategy, Sales
Education
University of Houston
BBA, Finance
University of Houston
MBA
Alicia Ladenes Alicia Ladenes's KPMG Peat Marwick Experience November 2000 - August 2001
Job Controller
Industry Consumer Goods
Experience
Advance Arm Dynamics Inc. April 2014 - Present
The ERGObaby Carrier Inc. March 2011 - March 2013
K. Bell November 2006 - February 2011
First Regional Bank February 2004 - November 2006
DMX Music April 2002 - March 2004
MGM November 2001 - April 2002
KPMG Peat Marwick November 2000 - August 2001
Skills
Financial Analysis, Internal Controls, Accounting, SEC filings, Financial Reporting, Forecasting, Sarbanes-Oxley Act, GAAP, Mergers & Acquisitions, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Modeling, Cash Management, Auditing, Financial Audits, Internal Audit, Leadership
Education
University of California, Santa Barbara 1995 — 1997
Business Economics, Business / Accounting
Advance Arm Dynamics Inc. April 2014 - Present
The ERGObaby Carrier Inc. March 2011 - March 2013
K. Bell November 2006 - February 2011
First Regional Bank February 2004 - November 2006
DMX Music April 2002 - March 2004
MGM November 2001 - April 2002
KPMG Peat Marwick November 2000 - August 2001
Skills
Financial Analysis, Internal Controls, Accounting, SEC filings, Financial Reporting, Forecasting, Sarbanes-Oxley Act, GAAP, Mergers & Acquisitions, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Modeling, Cash Management, Auditing, Financial Audits, Internal Audit, Leadership
Education
University of California, Santa Barbara 1995 — 1997
Business Economics, Business / Accounting
Lois Margolin Lois Margolin's KPMG Peat Marwick Experience December 1981 - March 1989
Job Executive Vice President at Chelsea Reservations
Industry Computer Software
Experience
Chelsea Reservations Systems, Inc. August 1987 - Present
KPMG Peat Marwick December 1981 - March 1989
Skills
Customer Service, Strategic Planning, Small Business, Team Building, Budgets, QuickBooks, Accounting, Financial Analysis, Management, Leadership, Account Management, Business Planning, Team Leadership, Marketing, Marketing Strategy, Insurance, Outlook, Leadership Development, Social Media Marketing, Sales, Negotiation, Entrepreneurship, Public Speaking, Non-profit Leadership, Event Management, Training, Nonprofits, Social Networking, Time Management, Fundraising, Business Development, Social Media, Coaching, Event Planning
Education
University of Florida 1978 — 1981
BS in Atg, Accounting
Chelsea Reservations Systems, Inc. August 1987 - Present
KPMG Peat Marwick December 1981 - March 1989
Skills
Customer Service, Strategic Planning, Small Business, Team Building, Budgets, QuickBooks, Accounting, Financial Analysis, Management, Leadership, Account Management, Business Planning, Team Leadership, Marketing, Marketing Strategy, Insurance, Outlook, Leadership Development, Social Media Marketing, Sales, Negotiation, Entrepreneurship, Public Speaking, Non-profit Leadership, Event Management, Training, Nonprofits, Social Networking, Time Management, Fundraising, Business Development, Social Media, Coaching, Event Planning
Education
University of Florida 1978 — 1981
BS in Atg, Accounting
Tom Armentrout-Wiswall Tom Armentrout-Wiswall's KPMG Peat Marwick Experience 1992 - 1995
Job SVP, Human Resources at Paramount Pictures
Industry Entertainment
Experience
Paramount Pictures August 2008 - Present
Disney ABC Television Group February 2007 - August 2008
Countrywide Financial June 2004 - February 2007
IBM / PricewaterhouseCoopers October 1997 - June 2004
Wharton Business School 1997 - 2002
KPMG Peat Marwick 1992 - 1995
Skills
Talent Management, HR Strategy, Leadership Development, Performance Management, Succession Planning, Strategic Planning, Strategy, Employee Engagement, Deferred Compensation, Human Resources, Interviews, Organizational..., Personnel Management, Employee Relations, Career Development, Program Management, Management Consulting, Leadership, Training, Onboarding, Executive Coaching, Talent Acquisition, Change Management, Workforce Planning, Organizational Design, HRIS, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Strategy
University of Georgia - Terry College of Business 1981 — 1986
BBA, Accounting
Chamblee High School 1976 — 1981
University of California, Los Angeles
Paramount Pictures August 2008 - Present
Disney ABC Television Group February 2007 - August 2008
Countrywide Financial June 2004 - February 2007
IBM / PricewaterhouseCoopers October 1997 - June 2004
Wharton Business School 1997 - 2002
KPMG Peat Marwick 1992 - 1995
Skills
Talent Management, HR Strategy, Leadership Development, Performance Management, Succession Planning, Strategic Planning, Strategy, Employee Engagement, Deferred Compensation, Human Resources, Interviews, Organizational..., Personnel Management, Employee Relations, Career Development, Program Management, Management Consulting, Leadership, Training, Onboarding, Executive Coaching, Talent Acquisition, Change Management, Workforce Planning, Organizational Design, HRIS, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Strategy
University of Georgia - Terry College of Business 1981 — 1986
BBA, Accounting
Chamblee High School 1976 — 1981
University of California, Los Angeles
Michael Heimlich Michael Heimlich's KPMG Peat Marwick Experience 1978 - 1979
Job Marketing. Sales. Music. Management.
Industry Marketing and Advertising
Experience
MICHAEL HEIMLICH & Co. April 2009 - Present
Pioneer Press / Sun-Times News Group 2007 - 2009
Sun-Times News Group (STNG) 2006 - 2007
Chicago Sun-Times 2001 - 2006
Meyers Communications Group, Inc. 1999 - 2000
Talking To The Boss, Inc. / Chicagoland Business Shopper, Inc. 1994 - 1999
Devon Bank 1990 - 1993
Bank Hapoalim, Chicago/Midwest Branch 1987 - 1990
Playboy Enterprises, Inc. 1979 - 1985
KPMG Peat Marwick 1978 - 1979
Skills
Advertising, Social Media Marketing, Media Planning, Online Advertising, Digital Media, Marketing, Event Management, Public Relations, Digital Marketing, Email Marketing, New Business Development, Marketing Communications, Advertising Sales, Digital Strategy, Music Production, Social Media, Online Marketing, Strategy, Lead Generation, Selling, New Media, Blogging, Press Releases, Copywriting, Media Relations, Integrated Marketing, Publishing, Magazines, Newspapers, B2B, Content Management, Facebook, Direct Marketing, Sales, SEM, Brand Development, Direct Mail, Mobile Marketing, Newsletters, Creative Direction, SEO, Media Buying, Interactive Marketing, Social Networking, Content Development, Content Strategy, Mobile Advertising, Web Analytics, Google Analytics, PPC
Education
University of Illinois at Urbana-Champaign 1973 — 1977
MAS, BA, CPA
University of Illinois at Chicago 1971 — 1973
Niles North High School 1969 — 1971
Bowen High School 1967 — 1969
MICHAEL HEIMLICH & Co. April 2009 - Present
Pioneer Press / Sun-Times News Group 2007 - 2009
Sun-Times News Group (STNG) 2006 - 2007
Chicago Sun-Times 2001 - 2006
Meyers Communications Group, Inc. 1999 - 2000
Talking To The Boss, Inc. / Chicagoland Business Shopper, Inc. 1994 - 1999
Devon Bank 1990 - 1993
Bank Hapoalim, Chicago/Midwest Branch 1987 - 1990
Playboy Enterprises, Inc. 1979 - 1985
KPMG Peat Marwick 1978 - 1979
Skills
Advertising, Social Media Marketing, Media Planning, Online Advertising, Digital Media, Marketing, Event Management, Public Relations, Digital Marketing, Email Marketing, New Business Development, Marketing Communications, Advertising Sales, Digital Strategy, Music Production, Social Media, Online Marketing, Strategy, Lead Generation, Selling, New Media, Blogging, Press Releases, Copywriting, Media Relations, Integrated Marketing, Publishing, Magazines, Newspapers, B2B, Content Management, Facebook, Direct Marketing, Sales, SEM, Brand Development, Direct Mail, Mobile Marketing, Newsletters, Creative Direction, SEO, Media Buying, Interactive Marketing, Social Networking, Content Development, Content Strategy, Mobile Advertising, Web Analytics, Google Analytics, PPC
Education
University of Illinois at Urbana-Champaign 1973 — 1977
MAS, BA, CPA
University of Illinois at Chicago 1971 — 1973
Niles North High School 1969 — 1971
Bowen High School 1967 — 1969
Robert Munson Robert Munson's KPMG Peat Marwick Experience June 1985 - December 1989
Job Sr. Vice President for Finance & CFO at Loyola University Chicago
Industry Higher Education
Experience
Loyola University Chicago August 2014 - Present
Wittenberg University November 2013 - August 2014
Xavier University August 2012 - November 2013
Xavier University July 2012 - August 2012
Xavier University April 2009 - June 2012
Xavier University April 2003 - March 2009
Thomas More College September 2001 - April 2003
CBS Personnel December 1989 - August 2001
KPMG Peat Marwick June 1985 - December 1989
Skills
Budgets, Accounting, Strategic Financial..., Financial Reporting, Financial Analysis, Internal Controls, Finance, Auditing, Nonprofits, Project Planning, Customer Service, Tax, Leadership, Financial Modeling, Access, Managerial Finance, Strategic Planning, Sarbanes-Oxley Act, Analysis, Process Improvement, Data Analysis, Forecasting, Financial Accounting, Microsoft Excel, Cash Management, Mergers & Acquisitions, QuickBooks, Corporate Finance, Internal Audit, Business Planning, Accounts Receivable, Risk Management, Payroll, Management
Education
Xavier University 2006 — 2008
MBA
University of Cincinnati 1980 — 1985
BBA, Accounting
Loyola University Chicago August 2014 - Present
Wittenberg University November 2013 - August 2014
Xavier University August 2012 - November 2013
Xavier University July 2012 - August 2012
Xavier University April 2009 - June 2012
Xavier University April 2003 - March 2009
Thomas More College September 2001 - April 2003
CBS Personnel December 1989 - August 2001
KPMG Peat Marwick June 1985 - December 1989
Skills
Budgets, Accounting, Strategic Financial..., Financial Reporting, Financial Analysis, Internal Controls, Finance, Auditing, Nonprofits, Project Planning, Customer Service, Tax, Leadership, Financial Modeling, Access, Managerial Finance, Strategic Planning, Sarbanes-Oxley Act, Analysis, Process Improvement, Data Analysis, Forecasting, Financial Accounting, Microsoft Excel, Cash Management, Mergers & Acquisitions, QuickBooks, Corporate Finance, Internal Audit, Business Planning, Accounts Receivable, Risk Management, Payroll, Management
Education
Xavier University 2006 — 2008
MBA
University of Cincinnati 1980 — 1985
BBA, Accounting
Erin Moran's KPMG Peat Marwick Experience September 1988 - August 1989
Job CFO/COO
Industry Broadcast Media
Experience
Public Media Company January 2002 - Present
University of Colorado at Boulder August 2011 - May 2012
Independent Consultant 2001 - 2003
Key Equipment Finance November 1989 - August 2001
KPMG Peat Marwick September 1988 - August 1989
Arthur Andersen July 1985 - August 1988
Skills
Non-profits, Nonprofits, Organizational..., Managerial Finance, Asset Based Lending, Audit Management, Strategic Financial..., Financial Modeling, Finance, Start-ups, Business Planning, Financial Planning, Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
BS, Accounting
Public Media Company January 2002 - Present
University of Colorado at Boulder August 2011 - May 2012
Independent Consultant 2001 - 2003
Key Equipment Finance November 1989 - August 2001
KPMG Peat Marwick September 1988 - August 1989
Arthur Andersen July 1985 - August 1988
Skills
Non-profits, Nonprofits, Organizational..., Managerial Finance, Asset Based Lending, Audit Management, Strategic Financial..., Financial Modeling, Finance, Start-ups, Business Planning, Financial Planning, Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
BS, Accounting
Joyce Gregory, CPA Joyce Gregory, CPA's KPMG Peat Marwick Experience August 1985 - September 1988
Job Accounting and Human Resources Professional
Industry Accounting
Experience
The Trade Desk, Inc. April 2014 - January 2015
Gigavac, LLC October 2010 - April 2014
Nunes Vegetables August 2009 - October 2010
Pyne, Waltrip, Decker and McCoy, LLP October 2006 - April 2009
St. John's Regional Medical Center April 1999 - June 2001
Limoneira Company March 1997 - April 1999
Bogart Elliott & Grady, CPAs May 1995 - March 1997
St. John's Regional Medical Center September 1991 - May 1995
Inamed September 1988 - September 1991
KPMG Peat Marwick August 1985 - September 1988
Skills
Financial Reporting, Accounting, QuickBooks, General Ledger, Account Reconciliation, Auditing, Financial Accounting, Bookkeeping, Tax, Accounts Payable, Accounts Receivable, Payroll, Tax Preparation, Internal Controls, GAAP, Human Resources, Employee Benefits, Workers Compensation, Finance, Consolidation, SEC filings, PeopleSoft, Financial Statements, CPA, Analysis, Training, Peachtree, Journal Entries, ADP Payroll, Accruals, Payroll Taxes, Cost Accounting, Bank Reconciliation, SEC Filings
Education
University of California, Santa Barbara
BA, Business Economics/Accounting
UCSB Extension 2011 — 2013
Human Resource Management Professional Certificate, Human Resources Management and Services
The Trade Desk, Inc. April 2014 - January 2015
Gigavac, LLC October 2010 - April 2014
Nunes Vegetables August 2009 - October 2010
Pyne, Waltrip, Decker and McCoy, LLP October 2006 - April 2009
St. John's Regional Medical Center April 1999 - June 2001
Limoneira Company March 1997 - April 1999
Bogart Elliott & Grady, CPAs May 1995 - March 1997
St. John's Regional Medical Center September 1991 - May 1995
Inamed September 1988 - September 1991
KPMG Peat Marwick August 1985 - September 1988
Skills
Financial Reporting, Accounting, QuickBooks, General Ledger, Account Reconciliation, Auditing, Financial Accounting, Bookkeeping, Tax, Accounts Payable, Accounts Receivable, Payroll, Tax Preparation, Internal Controls, GAAP, Human Resources, Employee Benefits, Workers Compensation, Finance, Consolidation, SEC filings, PeopleSoft, Financial Statements, CPA, Analysis, Training, Peachtree, Journal Entries, ADP Payroll, Accruals, Payroll Taxes, Cost Accounting, Bank Reconciliation, SEC Filings
Education
University of California, Santa Barbara
BA, Business Economics/Accounting
UCSB Extension 2011 — 2013
Human Resource Management Professional Certificate, Human Resources Management and Services
Ed Kahn, CPA Ed Kahn, CPA's KPMG Peat Marwick Experience September 1994 - July 1996
Job Efficiency Enthusiast
Industry Think Tanks
Experience
Handyman Hub August 2013 - Present
Self Employed January 2011 - July 2013
Meyer Group January 2011 - July 2013
University of Colorado at Boulder September 2006 - December 2010
Lexmark February 1999 - July 2005
Hewlett-Packard June 1998 - August 1998
The Disney Store June 1997 - August 1997
KPMG Peat Marwick September 1994 - July 1996
KPMG Peat Marwick August 1993 - September 1994
Skills
Research, Customer Service, Inventory Management, Strategic Planning, Data Analysis, Analysis, Business Strategy, Event Planning, Management, Training, Marketing, Leadership, Public Speaking, Team Building, Nonprofits, Project Management, Entrepreneurship
Education
University of Colorado at Boulder 2006 — 2010
Master of Science, Management
University of Maryland College Park 1996 — 1999
Master of Business Administration, Corporate Strategy / Logistics
University of Maryland College Park 1991 — 1993
Bachelor of Science; Bachelor of Science, Accounting
Handyman Hub August 2013 - Present
Self Employed January 2011 - July 2013
Meyer Group January 2011 - July 2013
University of Colorado at Boulder September 2006 - December 2010
Lexmark February 1999 - July 2005
Hewlett-Packard June 1998 - August 1998
The Disney Store June 1997 - August 1997
KPMG Peat Marwick September 1994 - July 1996
KPMG Peat Marwick August 1993 - September 1994
Skills
Research, Customer Service, Inventory Management, Strategic Planning, Data Analysis, Analysis, Business Strategy, Event Planning, Management, Training, Marketing, Leadership, Public Speaking, Team Building, Nonprofits, Project Management, Entrepreneurship
Education
University of Colorado at Boulder 2006 — 2010
Master of Science, Management
University of Maryland College Park 1996 — 1999
Master of Business Administration, Corporate Strategy / Logistics
University of Maryland College Park 1991 — 1993
Bachelor of Science; Bachelor of Science, Accounting
David Tarica David Tarica's KPMG Peat Marwick Experience January 1987 - June 1990
Job Business Associate at Stubbs Alderton & Markiles
Industry Law Practice
Experience
Stubbs Alderton & Markiles March 2007 - Present
Producers Guild of America June 1990 - December 2001
KPMG Peat Marwick January 1987 - June 1990
Skills
Television, Finance, Nonprofits, Mergers & Acquisitions, Venture Capital, Licensing, Due Diligence, Corporate Governance, Start-ups, Corporate Law, Acquisitions, French
Education
Southwestern Law School 2000 — 2002
JD, Entertainment
University of California, Los Angeles 1982 — 1987
Bachelors of Science, Economics
Stubbs Alderton & Markiles March 2007 - Present
Producers Guild of America June 1990 - December 2001
KPMG Peat Marwick January 1987 - June 1990
Skills
Television, Finance, Nonprofits, Mergers & Acquisitions, Venture Capital, Licensing, Due Diligence, Corporate Governance, Start-ups, Corporate Law, Acquisitions, French
Education
Southwestern Law School 2000 — 2002
JD, Entertainment
University of California, Los Angeles 1982 — 1987
Bachelors of Science, Economics
Debbie Alton Debbie Alton's KPMG Peat Marwick Experience January 1988 - January 1990
Job Development & Business Professional
Industry Philanthropy
Experience
Southwest Community Health Foundation August 2011 - Present
JACKSON NATIONAL LIFE INSURANCE COMPANY January 1993 - January 1996
THE LIMITED, INC January 1990 - January 1993
KPMG PEAT MARWICK January 1988 - January 1990
Skills
Public Relations, Community Outreach, Leadership, Strategic Planning, Public Speaking, Fundraising, Customer Service, Budgets, Annual Giving, Social Media, Microsoft Word, Event Management, Marketing Communications, Stewardship, Data Entry, Event Planning, Marketing, Office Management, Outlook, Media Relations, Financial Accounting, Project Management, Relationship Building
Education
University of Dayton 1984 — 1988
Bachelor of Science, Business Administration; Accounting
Southwest Community Health Foundation August 2011 - Present
JACKSON NATIONAL LIFE INSURANCE COMPANY January 1993 - January 1996
THE LIMITED, INC January 1990 - January 1993
KPMG PEAT MARWICK January 1988 - January 1990
Skills
Public Relations, Community Outreach, Leadership, Strategic Planning, Public Speaking, Fundraising, Customer Service, Budgets, Annual Giving, Social Media, Microsoft Word, Event Management, Marketing Communications, Stewardship, Data Entry, Event Planning, Marketing, Office Management, Outlook, Media Relations, Financial Accounting, Project Management, Relationship Building
Education
University of Dayton 1984 — 1988
Bachelor of Science, Business Administration; Accounting
David E. Flores David E. Flores's KPMG Peat Marwick Experience February 2008 - June 2009
Job Tax Director, Allergan plc
Industry Pharmaceuticals
Experience
Allergan December 2010 - Present
RSM McGladrey, Inc June 2009 - October 2010
KPMG Peat Marwick February 2008 - June 2009
Deloitte Tax LLP December 2002 - February 2008
Ernst & Young November 1998 - December 2002
Education
University of Southern California - Marshall School of Business 2002 — 2005
Masters Business
University of California, Riverside 1990 — 1994
BS Business Administration
Allergan December 2010 - Present
RSM McGladrey, Inc June 2009 - October 2010
KPMG Peat Marwick February 2008 - June 2009
Deloitte Tax LLP December 2002 - February 2008
Ernst & Young November 1998 - December 2002
Education
University of Southern California - Marshall School of Business 2002 — 2005
Masters Business
University of California, Riverside 1990 — 1994
BS Business Administration
Jacqueline Laiti's KPMG Peat Marwick Experience 1996 - 1997
Job Director of Finance at Foster Web Marketing
Industry Accounting
Experience
Foster Web Marketing March 2015 - Present
PAE February 2012 - March 2015
Vulnerability Research Labs, LLC September 2009 - December 2011
Sunrise Senior Living October 2004 - August 2009
Lincloln Property Company May 2003 - October 2004
Carr America 1997 - 1999
KPMG Peat Marwick 1996 - 1997
Reznick Fedder & Slilverman 1994 - 1996
Skills
Financial Analysis, Government Contracting, Financial Reporting, Financial Modeling, Auditing, Accounting, GAAP, Variance Analysis, Management, Internal Controls, Cash Flow, Sarbanes-Oxley Act, Fixed Assets, Accounts Payable, Financial Statements
Education
University of Virginia, Falls Church VA 1991 — 1993
Accounting Certificate, Accounting
University of Florida
BS Business Administration, Finance
Foster Web Marketing March 2015 - Present
PAE February 2012 - March 2015
Vulnerability Research Labs, LLC September 2009 - December 2011
Sunrise Senior Living October 2004 - August 2009
Lincloln Property Company May 2003 - October 2004
Carr America 1997 - 1999
KPMG Peat Marwick 1996 - 1997
Reznick Fedder & Slilverman 1994 - 1996
Skills
Financial Analysis, Government Contracting, Financial Reporting, Financial Modeling, Auditing, Accounting, GAAP, Variance Analysis, Management, Internal Controls, Cash Flow, Sarbanes-Oxley Act, Fixed Assets, Accounts Payable, Financial Statements
Education
University of Virginia, Falls Church VA 1991 — 1993
Accounting Certificate, Accounting
University of Florida
BS Business Administration, Finance
Alba Contreras Rodriguez Alba Contreras Rodriguez's KPMG Peat Marwick Experience 1989 - 1993
Job Global Labor Optimization Manager, Global Manufacturing at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company March 2014 - Present
Ford Motor Company 2006 - February 2014
Ford Motor Company 2003 - 2005
Ford Motor Company 2001 - 2003
Ford Motor Company 1999 - 2001
Ford Motor Company 1997 - 1999
Ford Motor Company 1995 - 1996
Ford Motor Company 1994 - 1995
Soteldo Contreras & Asociados 1993 - 1994
KPMG Peat Marwick 1989 - 1993
Skills
Lean Manufacturing, Six Sigma, Process Improvement, Program Management, E-commerce, Business Process..., Strategy, Information Technology, Business Process..., Management Consulting, Automotive, Continuous Improvement, Information Systems, Manufacturing, Leadership, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
University of Florida
Bachelor of Science
Ford Motor Company March 2014 - Present
Ford Motor Company 2006 - February 2014
Ford Motor Company 2003 - 2005
Ford Motor Company 2001 - 2003
Ford Motor Company 1999 - 2001
Ford Motor Company 1997 - 1999
Ford Motor Company 1995 - 1996
Ford Motor Company 1994 - 1995
Soteldo Contreras & Asociados 1993 - 1994
KPMG Peat Marwick 1989 - 1993
Skills
Lean Manufacturing, Six Sigma, Process Improvement, Program Management, E-commerce, Business Process..., Strategy, Information Technology, Business Process..., Management Consulting, Automotive, Continuous Improvement, Information Systems, Manufacturing, Leadership, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
University of Florida
Bachelor of Science
Wendy Korman, CPA, PFS, CFP® Wendy Korman, CPA, PFS, CFP®'s KPMG Peat Marwick Experience October 1992 - September 1993
Job Principal, WEB KORMAN CPA, PLLC
Industry Financial Services
Experience
Callaway & Associates, Attorneys at Law January 1998 - Present
WEB KORMAN CPA, PLLC June 1995 - Present
Western Indemnity Insurance Company September 1993 - November 1996
KPMG Peat Marwick October 1992 - September 1993
Sentinel American Life Insurance Company August 1989 - April 1991
Insurance Corporation of America November 1978 - August 1989
Skills
Accounting, Financial Reporting, Strategic Financial..., Financial Statements, Auditing, Cash Flow, Payroll, Tax Preparation, Account Reconciliation, Balance, Budgets, Financial Planners, Tax Returns, General Ledger, Microsoft Excel, Insurance, Microsoft Office, Income Tax, Peachtree, Accounting System, Consulting, Microsoft Word, Invoicing, Lotus 123, Database Administration, Timeslips
Education
Professional Development Institute of the University of North Texas and the University of St. Thomas 2000 — 2001
CFP Certificate Program in Personal Financial Planning, Financial Planning and Services
University of Houston 1989 — 1992
BBA Accounting, Summa Cum Laude, Accounting, Finance
Stratford High School 1976 — 1977
Graduated
Lakewood High School 1973 — 1976
Callaway & Associates, Attorneys at Law January 1998 - Present
WEB KORMAN CPA, PLLC June 1995 - Present
Western Indemnity Insurance Company September 1993 - November 1996
KPMG Peat Marwick October 1992 - September 1993
Sentinel American Life Insurance Company August 1989 - April 1991
Insurance Corporation of America November 1978 - August 1989
Skills
Accounting, Financial Reporting, Strategic Financial..., Financial Statements, Auditing, Cash Flow, Payroll, Tax Preparation, Account Reconciliation, Balance, Budgets, Financial Planners, Tax Returns, General Ledger, Microsoft Excel, Insurance, Microsoft Office, Income Tax, Peachtree, Accounting System, Consulting, Microsoft Word, Invoicing, Lotus 123, Database Administration, Timeslips
Education
Professional Development Institute of the University of North Texas and the University of St. Thomas 2000 — 2001
CFP Certificate Program in Personal Financial Planning, Financial Planning and Services
University of Houston 1989 — 1992
BBA Accounting, Summa Cum Laude, Accounting, Finance
Stratford High School 1976 — 1977
Graduated
Lakewood High School 1973 — 1976
K. Scott Hughes's KPMG Peat Marwick Experience 1986 - 1991
Job President at K. Scott Hughes Associates
Industry Higher Education
Experience
K. Scott Hughes Associates 1991 - Present
KPMG Peat Marwick 1986 - 1991
KPMG 1980 - 1986
Skills
Non-profits, Budgets, Strategic Planning, Leadership, Managerial Finance
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business
Masters of Science, Accounting
K. Scott Hughes Associates 1991 - Present
KPMG Peat Marwick 1986 - 1991
KPMG 1980 - 1986
Skills
Non-profits, Budgets, Strategic Planning, Leadership, Managerial Finance
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign - College of Business
Masters of Science, Accounting
Angie Nierman Holsen's KPMG Peat Marwick Experience 1989 - 1993
Job Principal at Salo LLC
Industry Management Consulting
Experience
Salo LLC October 2014 - Present
PRGX March 2011 - September 2014
Self Employed May 2009 - April 2011
Fremont Education Foundation 2006 - 2011
The Johnsson Group 2000 - 2004
Sungard Investment Systems March 1996 - 2000
FNBC of LaGrange 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
Management Consulting, Business Process..., Financial Analysis, Business Development, Financial Modeling, Change Management, Acquisition Integration, Forecasting, Process Improvement, Managerial Finance, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, Strategic Financial..., Management
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor of Science (B.S.), Accounting
McHenry East Campus
Salo LLC October 2014 - Present
PRGX March 2011 - September 2014
Self Employed May 2009 - April 2011
Fremont Education Foundation 2006 - 2011
The Johnsson Group 2000 - 2004
Sungard Investment Systems March 1996 - 2000
FNBC of LaGrange 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
Management Consulting, Business Process..., Financial Analysis, Business Development, Financial Modeling, Change Management, Acquisition Integration, Forecasting, Process Improvement, Managerial Finance, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, Strategic Financial..., Management
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor of Science (B.S.), Accounting
McHenry East Campus
Julia Le's KPMG Peat Marwick Experience January 1991 - April 1995
Job Sr. Director of Finance at ADP Dealer Services
Industry Computer Software
Experience
CDK Global April 1995 - Present
KPMG Peat Marwick January 1991 - April 1995
Skills
Acquisition Integration, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Hyperion Enterprise, Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Variance Analysis, Internal Controls, Essbase, Process Improvement, Strategic Financial..., Accounting, Consolidation, Business Analysis, Finance, Revenue Recognition, Cross-functional Team..., Business Process..., Managerial Finance, Analysis
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
CDK Global April 1995 - Present
KPMG Peat Marwick January 1991 - April 1995
Skills
Acquisition Integration, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Hyperion Enterprise, Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Variance Analysis, Internal Controls, Essbase, Process Improvement, Strategic Financial..., Accounting, Consolidation, Business Analysis, Finance, Revenue Recognition, Cross-functional Team..., Business Process..., Managerial Finance, Analysis
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Adam Luttrell Adam Luttrell's KPMG Peat Marwick Experience May 2005 - May 2007
Job Healthcare Real Estate Consultant
Industry Real Estate
Experience
Realty Trust Group LLC August 2010 - Present
Luttrell Development LLC 2007 - 2010
KPMG Peat Marwick May 2005 - May 2007
Education
University of Georgia - Terry College of Business 2004 — 2005
Masters, Accounting & Tax
University of Georgia - Terry College of Business 2000 — 2004
Bachelor, Accounting
Realty Trust Group LLC August 2010 - Present
Luttrell Development LLC 2007 - 2010
KPMG Peat Marwick May 2005 - May 2007
Education
University of Georgia - Terry College of Business 2004 — 2005
Masters, Accounting & Tax
University of Georgia - Terry College of Business 2000 — 2004
Bachelor, Accounting
Tracy T. Snyder Tracy T. Snyder's KPMG Peat Marwick Experience 1981 - 1983
Job Controller at Carlisle & Bray Enterprises LLC
Industry Transportation/Trucking/Railroad
Experience
Carlisle & Bray Enterprises LLC 2013 - Present
Tracy Snyder Financial Consulting 2010 - Present
PIVOTek 2012 - 2013
Blue Chip Pavement Maintenance 2008 - 2010
Ameritek Custom Homes 2006 - 2008
Beazer Homes 2003 - 2005
Ray Murphy Homes 1999 - 2003
Zaring Homes 1988 - 1999
The Ryland Group 1983 - 1988
KPMG Peat Marwick 1981 - 1983
Skills
Cash Flow, Accounts Payable, Accounts Receivable, Fixed Assets, Analysis, Financial Statements, Strategy, Financial Reporting, Accounting, Internal Controls, General Ledger, Business Valuation, Cost Accounting, Financial Accounting, Variance Analysis, Microsoft Office, Auditing, Financial Analysis, Forecasting, Tax
Education
University of Maryland College Park 1977 — 1981
B.S., Accounting
University of Cincinnati
Carlisle & Bray Enterprises LLC 2013 - Present
Tracy Snyder Financial Consulting 2010 - Present
PIVOTek 2012 - 2013
Blue Chip Pavement Maintenance 2008 - 2010
Ameritek Custom Homes 2006 - 2008
Beazer Homes 2003 - 2005
Ray Murphy Homes 1999 - 2003
Zaring Homes 1988 - 1999
The Ryland Group 1983 - 1988
KPMG Peat Marwick 1981 - 1983
Skills
Cash Flow, Accounts Payable, Accounts Receivable, Fixed Assets, Analysis, Financial Statements, Strategy, Financial Reporting, Accounting, Internal Controls, General Ledger, Business Valuation, Cost Accounting, Financial Accounting, Variance Analysis, Microsoft Office, Auditing, Financial Analysis, Forecasting, Tax
Education
University of Maryland College Park 1977 — 1981
B.S., Accounting
University of Cincinnati
Jennifer Otto Jennifer Otto's KPMG Peat Marwick Experience July 1994 - August 1996
Job Director of Financial Reporting at Service Corporation International
Industry Information Technology and Services
Experience
Service Corporation International August 2015 - Present
Willbros Group, Inc. July 2012 - August 2015
Willbros July 2012 - July 2014
IBM Global Business Services September 2008 - July 2012
IBM Global Business Services July 2007 - September 2008
IBM Global Business Services May 2004 - July 2007
IBM Global Business Services April 1999 - May 2004
IBM Global Services August 1996 - April 1999
KPMG Peat Marwick July 1994 - August 1996
American Exploration Company April 1992 - July 1994
Skills
Process Improvement, Financial Analysis, Sarbanes-Oxley Act, Essbase, Hyperion Enterprise, Leadership Development, Internal Controls, Analysis, Leadership, Mentoring, Forecasting, Business Analysis, Financial Reporting, Accounting, Budgets, Auditing, Variance Analysis, Finance, Internal Audit, ERP, Business Process, Program Management, Management, Consolidation, Project Planning, Sarbanes-Oxley, Cross-functional Team..., Hyperion, Business Process...
Education
University of Houston 1984 — 1989
Bachelor's degree, Accounting
University of Houston 1983 — 1989
BBA, Accounting
Service Corporation International August 2015 - Present
Willbros Group, Inc. July 2012 - August 2015
Willbros July 2012 - July 2014
IBM Global Business Services September 2008 - July 2012
IBM Global Business Services July 2007 - September 2008
IBM Global Business Services May 2004 - July 2007
IBM Global Business Services April 1999 - May 2004
IBM Global Services August 1996 - April 1999
KPMG Peat Marwick July 1994 - August 1996
American Exploration Company April 1992 - July 1994
Skills
Process Improvement, Financial Analysis, Sarbanes-Oxley Act, Essbase, Hyperion Enterprise, Leadership Development, Internal Controls, Analysis, Leadership, Mentoring, Forecasting, Business Analysis, Financial Reporting, Accounting, Budgets, Auditing, Variance Analysis, Finance, Internal Audit, ERP, Business Process, Program Management, Management, Consolidation, Project Planning, Sarbanes-Oxley, Cross-functional Team..., Hyperion, Business Process...
Education
University of Houston 1984 — 1989
Bachelor's degree, Accounting
University of Houston 1983 — 1989
BBA, Accounting
Roberta Holbrook, CPA Roberta Holbrook, CPA's KPMG Peat Marwick Experience August 1991 - March 1993
Job Vice President Funds Accounting at Alden Torch Financial LLC
Industry Financial Services
Experience
Alden Torch Financial LLC May 2008 - Present
HCP Pacific Asset Management (a division of Hunt Companies) May 2008 - April 2015
Capmark Financial Group May 2008 - April 2012
AEG Live March 2007 - March 2008
The Anschutz Corporation March 1996 - February 2007
The Gates Corporation June 1993 - March 1996
KPMG Peat Marwick August 1991 - March 1993
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Internal Controls, General Ledger, GAAP, Due Diligence, Sarbanes-Oxley Act, Accounts Payable, Financial Accounting, Budgets, Tax, Cash Management, Cash Flow, Process Improvement, Accounts Receivable, Variance Analysis, Financial Statements, Financial Modeling, US GAAP, Account Reconciliation, Sarbanes-Oxley, Finance, LIHTC, CPA, Consolidation
Education
University of Colorado Denver 1989 — 1991
bsba, accounting
John Adams HS
Alden Torch Financial LLC May 2008 - Present
HCP Pacific Asset Management (a division of Hunt Companies) May 2008 - April 2015
Capmark Financial Group May 2008 - April 2012
AEG Live March 2007 - March 2008
The Anschutz Corporation March 1996 - February 2007
The Gates Corporation June 1993 - March 1996
KPMG Peat Marwick August 1991 - March 1993
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Internal Controls, General Ledger, GAAP, Due Diligence, Sarbanes-Oxley Act, Accounts Payable, Financial Accounting, Budgets, Tax, Cash Management, Cash Flow, Process Improvement, Accounts Receivable, Variance Analysis, Financial Statements, Financial Modeling, US GAAP, Account Reconciliation, Sarbanes-Oxley, Finance, LIHTC, CPA, Consolidation
Education
University of Colorado Denver 1989 — 1991
bsba, accounting
John Adams HS
Gina Karp Gina Karp's KPMG Peat Marwick Experience 1994 - 1999
Job Sr. Surveillance Analyst at Federal Reserve Bank of Richmond
Industry Financial Services
Experience
Federal Reserve Bank of Richmond January 2015 - Present
Federal Reserve September 2005 - Present
Board of Governors Federal Reserve System 2002 - 2004
Inter-Amercian Development Bank 1999 - 2002
KPMG Peat Marwick 1994 - 1999
Federal Reserve System January 1990 - 1994
Skills
Risk Management, Banking, Financial Risk, Capital Markets, Strategic Planning, Business Process..., Management, Credit Risk, Finance, Portfolio Management, Financial Analysis, Analysis, Program Management, Financial Services, Executive Management, Emerging Markets, Economics
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Executive Certificate, Effective Leadership
Villanova University 2011 — 2011
Certificate, Green Belt Six Sigma Financial Services
American Graduate School of International Management 1988 — 1989
Masters in International Management, Finance
The University of Connecticut 1983 — 1987
Bachelor of Arts, Political Science, Spanish
Federal Reserve Bank of Richmond January 2015 - Present
Federal Reserve September 2005 - Present
Board of Governors Federal Reserve System 2002 - 2004
Inter-Amercian Development Bank 1999 - 2002
KPMG Peat Marwick 1994 - 1999
Federal Reserve System January 1990 - 1994
Skills
Risk Management, Banking, Financial Risk, Capital Markets, Strategic Planning, Business Process..., Management, Credit Risk, Finance, Portfolio Management, Financial Analysis, Analysis, Program Management, Financial Services, Executive Management, Emerging Markets, Economics
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Executive Certificate, Effective Leadership
Villanova University 2011 — 2011
Certificate, Green Belt Six Sigma Financial Services
American Graduate School of International Management 1988 — 1989
Masters in International Management, Finance
The University of Connecticut 1983 — 1987
Bachelor of Arts, Political Science, Spanish
Ken Andre's KPMG Peat Marwick Experience August 1986 - June 1991
Job Andre Investment Company, Inc.
Industry Real Estate
Experience
Andre Investment Company, Inc 1995 - Present
Vision Realty Partners, Ltd. June 1995 - September 1999
Benj. E. Sherman & Sons June 1991 - June 1995
KPMG Peat Marwick August 1986 - June 1991
Skills
Brokerage, Disposition, Real Estate, Real Estate Economics, Investment Properties, Investments, Real Estate Transactions, Commercial Real Estate, Tenant, Real Estate Financing, Property Management, Leases, Corporate Real Estate, Real Estate Development, Asset Management, REO, Investors, Due Diligence, Apartments, Loans, Portfolio Management, Location Intelligence, Real Property, Commercial Mortgages
Education
University of Illinois at Urbana-Champaign 1981 — 1985
B.A., Economics
Andre Investment Company, Inc 1995 - Present
Vision Realty Partners, Ltd. June 1995 - September 1999
Benj. E. Sherman & Sons June 1991 - June 1995
KPMG Peat Marwick August 1986 - June 1991
Skills
Brokerage, Disposition, Real Estate, Real Estate Economics, Investment Properties, Investments, Real Estate Transactions, Commercial Real Estate, Tenant, Real Estate Financing, Property Management, Leases, Corporate Real Estate, Real Estate Development, Asset Management, REO, Investors, Due Diligence, Apartments, Loans, Portfolio Management, Location Intelligence, Real Property, Commercial Mortgages
Education
University of Illinois at Urbana-Champaign 1981 — 1985
B.A., Economics
Russell Goldberg's KPMG Peat Marwick Experience 1992 - 1993
Job CPA Partner at AWD (P) 4079372323 (E) Rgoldberg@awdcpa.com Advisor to business owners
Industry Accounting
Experience
Averett Warmus Durkee November 2013 - Present
Cohen & Company October 2008 - October 2013
Kelley Goldberg Leach & Cohn, PC January 1994 - September 2008
KPMG Peat Marwick 1992 - 1993
Cuthill & Eddy January 1989 - November 1992
Skills
CITP Certified..., International Tax, CPA, Corporate Tax, Income Tax, Tax, Tax Preparation, Accounting, S Corporations, Real Estate
Education
University of Central Florida 1986 — 1989
Bachelor of Science, Accounting
Averett Warmus Durkee November 2013 - Present
Cohen & Company October 2008 - October 2013
Kelley Goldberg Leach & Cohn, PC January 1994 - September 2008
KPMG Peat Marwick 1992 - 1993
Cuthill & Eddy January 1989 - November 1992
Skills
CITP Certified..., International Tax, CPA, Corporate Tax, Income Tax, Tax, Tax Preparation, Accounting, S Corporations, Real Estate
Education
University of Central Florida 1986 — 1989
Bachelor of Science, Accounting
Tina M. (Hisaw) Warden, CPA's KPMG Peat Marwick Experience 1989 - 1994
Job Senior Financial Analyst at Alliance Data
Industry Accounting
Experience
Alliance Data August 2012 - Present
Walt Disney World 1997 - 2000
Walt Disney World 1995 - 1997
Walt Disney World 1994 - 1995
KPMG Peat Marwick 1989 - 1994
Skills
Financial Analysis, Budgets, Process Improvement, Auditing, Accounting, Leadership, Finance, Business Planning, Variance Analysis, Management, Financial Statements, Internal Audit, Strategic Planning
Education
University of Florida 1990 — 1991
Masters, Accounting
University of Florida 1985 — 1989
Bachelors, Accounting (with Honors)
Alliance Data August 2012 - Present
Walt Disney World 1997 - 2000
Walt Disney World 1995 - 1997
Walt Disney World 1994 - 1995
KPMG Peat Marwick 1989 - 1994
Skills
Financial Analysis, Budgets, Process Improvement, Auditing, Accounting, Leadership, Finance, Business Planning, Variance Analysis, Management, Financial Statements, Internal Audit, Strategic Planning
Education
University of Florida 1990 — 1991
Masters, Accounting
University of Florida 1985 — 1989
Bachelors, Accounting (with Honors)
Christian Kren Christian Kren's KPMG Peat Marwick Experience January 1992 - December 1996
Job VP/ Finance Director
Industry Banking
Experience
EverBank May 2005 - Present
BB&T January 2004 - April 2005
HSL/ Washington Mutual January 1997 - December 2003
HomeSide Lending 1997 - 2002
KPMG Peat Marwick January 1992 - December 1996
Skills
Loans, Mortgage Banking, Banking, Mortgage Lending, Financial Services, Budgets, Auditing, Finance, Refinance, Leadership, Vendor Management, Management, Residential Mortgages, Credit Risk, Underwriting, Commercial Banking, Credit Analysis, Accounting, Business Analysis, Mortgage Servicing, Mergers & Acquisitions, Loan Origination, Credit, Financial Analysis, Risk Management, Analysis, Financial Modeling, Sarbanes-Oxley Act, Relationship Management, Financial Reporting
Education
University of Utah - David Eccles School of Business 1987 — 1992
BS Accounting, Accounting & Finance
Becker CPA Study 1993 — 1996
CPA, Passed VA.CPA Exam; Worked under License for 3 Years
University of Central Florida 1986 — 1987
Undergrad General Studies
EverBank May 2005 - Present
BB&T January 2004 - April 2005
HSL/ Washington Mutual January 1997 - December 2003
HomeSide Lending 1997 - 2002
KPMG Peat Marwick January 1992 - December 1996
Skills
Loans, Mortgage Banking, Banking, Mortgage Lending, Financial Services, Budgets, Auditing, Finance, Refinance, Leadership, Vendor Management, Management, Residential Mortgages, Credit Risk, Underwriting, Commercial Banking, Credit Analysis, Accounting, Business Analysis, Mortgage Servicing, Mergers & Acquisitions, Loan Origination, Credit, Financial Analysis, Risk Management, Analysis, Financial Modeling, Sarbanes-Oxley Act, Relationship Management, Financial Reporting
Education
University of Utah - David Eccles School of Business 1987 — 1992
BS Accounting, Accounting & Finance
Becker CPA Study 1993 — 1996
CPA, Passed VA.CPA Exam; Worked under License for 3 Years
University of Central Florida 1986 — 1987
Undergrad General Studies
Donna Patille Donna Patille's KPMG Peat Marwick Experience May 1983 - August 2003
Job Donna Patille Associate
Industry Accounting
Experience
ROI-Results Oriented Individuals May 2004 - Present
Williams Humphreys & Company LLC May 2004 - Present
KPMG Peat Marwick May 1983 - August 2003
Skills
QuickBooks, Accounting, Customer Service, Tax, Payroll, Bookkeeping, New Business Development, Accounts Payable, Management
Education
University of Delaware
ROI-Results Oriented Individuals May 2004 - Present
Williams Humphreys & Company LLC May 2004 - Present
KPMG Peat Marwick May 1983 - August 2003
Skills
QuickBooks, Accounting, Customer Service, Tax, Payroll, Bookkeeping, New Business Development, Accounts Payable, Management
Education
University of Delaware
Rob Ruiz-Moss Rob Ruiz-Moss's KPMG Peat Marwick Experience July 1989 - December 1992
Job Exchange Strategy at WellPoint | Board Member, Colorado Health Insurance Exchange | CEO | Business Strategist
Industry Hospital & Health Care
Experience
Anthem August 2011 - Present
WellPoint October 2009 - August 2011
Imerica Life and Health Insurance Company October 2006 - October 2009
MHM Partners October 2005 - October 2006
HMS Health Care, Inc. January 2005 - October 2005
Mountain Medical Affiliates, Inc. February 1999 - December 2004
PacifiCare Health Systems December 1992 - February 1999
KPMG Peat Marwick July 1989 - December 1992
Skills
Start-ups, Strategic Planning, Mergers, Restructuring, Product Innovation, Leadership, Entrepreneurship, Selling, Management, Management Consulting, Executive Management, Strategy, Insurance, Health Insurance, Healthcare, Business Intelligence, Team Building, Analysis
Education
University of Colorado Boulder 1985 — 1989
BS, Accounting
Anthem August 2011 - Present
WellPoint October 2009 - August 2011
Imerica Life and Health Insurance Company October 2006 - October 2009
MHM Partners October 2005 - October 2006
HMS Health Care, Inc. January 2005 - October 2005
Mountain Medical Affiliates, Inc. February 1999 - December 2004
PacifiCare Health Systems December 1992 - February 1999
KPMG Peat Marwick July 1989 - December 1992
Skills
Start-ups, Strategic Planning, Mergers, Restructuring, Product Innovation, Leadership, Entrepreneurship, Selling, Management, Management Consulting, Executive Management, Strategy, Insurance, Health Insurance, Healthcare, Business Intelligence, Team Building, Analysis
Education
University of Colorado Boulder 1985 — 1989
BS, Accounting
John M. Palladino John M. Palladino's KPMG Peat Marwick Experience 1985 - 1987
Job International Tax Executive
Industry Chemicals
Experience
Momentive Performance Materials 2010 - Present
Palladino & Associates June 2004 - February 2010
POWER CENTER SOFTWARE, LLC 1994 - 2004
StorageTek 1987 - 1994
KPMG Peat Marwick 1985 - 1987
NORPAC EXPLORATION SERVICES, INC. 1981 - 1985
PricewaterhouseCoopers 1976 - 1981
Skills
International Tax, Transfer Pricing..., Tax, International..., Mergers, Strategic Planning, Forecasting, Mergers & Acquisitions, Start-ups, Budgets, Corporate Tax, Financial Reporting, Cross-functional Team..., Restructuring, ERP, Due Diligence, Strategy, Finance, Transfer Pricing, Auditing, Managerial Finance, Income Tax, Leadership, Business Strategy, Business Development, Management, SEC filings, Cash Flow, Sarbanes-Oxley Act, Acquisition Integration, International Business, Financial Analysis, Program Management, Financial Modeling
Education
Japan Economic Foundation 1997 — 1997
16th Japan Study Program for International Executives
University of Colorado Boulder 1972 — 1976
BS, Business
CCHS
Momentive Performance Materials 2010 - Present
Palladino & Associates June 2004 - February 2010
POWER CENTER SOFTWARE, LLC 1994 - 2004
StorageTek 1987 - 1994
KPMG Peat Marwick 1985 - 1987
NORPAC EXPLORATION SERVICES, INC. 1981 - 1985
PricewaterhouseCoopers 1976 - 1981
Skills
International Tax, Transfer Pricing..., Tax, International..., Mergers, Strategic Planning, Forecasting, Mergers & Acquisitions, Start-ups, Budgets, Corporate Tax, Financial Reporting, Cross-functional Team..., Restructuring, ERP, Due Diligence, Strategy, Finance, Transfer Pricing, Auditing, Managerial Finance, Income Tax, Leadership, Business Strategy, Business Development, Management, SEC filings, Cash Flow, Sarbanes-Oxley Act, Acquisition Integration, International Business, Financial Analysis, Program Management, Financial Modeling
Education
Japan Economic Foundation 1997 — 1997
16th Japan Study Program for International Executives
University of Colorado Boulder 1972 — 1976
BS, Business
CCHS
Nancy Greene, C.P.A. Nancy Greene, C.P.A.'s KPMG Peat Marwick Experience September 1986 - August 1991
Job CFO/COO at The Bolles School
Industry Education Management
Experience
The Bolles School July 2009 - Present
Saint Edward's School February 1995 - June 2009
Orlando Health September 1991 - February 1995
KPMG Peat Marwick September 1986 - August 1991
Skills
Certified Public..., Certified College...
Education
University of Florida 1981 — 1986
Masters, Accounting
The Bolles School July 2009 - Present
Saint Edward's School February 1995 - June 2009
Orlando Health September 1991 - February 1995
KPMG Peat Marwick September 1986 - August 1991
Skills
Certified Public..., Certified College...
Education
University of Florida 1981 — 1986
Masters, Accounting
Sheila Liao Sheila Liao's KPMG Peat Marwick Experience 1994 - 1995
Job Associate Director of IT for 20th Century Fox Television
Industry Entertainment
Experience
21st Century Fox June 2013 - Present
21st Century Fox November 2012 - June 2013
21st Century Fox December 2010 - November 2012
21st Century Fox June 2001 - December 2010
21st Century Fox November 1999 - June 2001
UCLA September 1995 - November 1999
KPMG Peat Marwick 1994 - 1995
Skills
Business Analysis, Customer Relations, Film, Television, Software Development, User Assistance, Entertainment, Digital Media, Project Management, Customer Service, SDLC, Vendor Management, New Media, Broadcast, Post Production
Education
University of California, Los Angeles 1988 — 1993
21st Century Fox June 2013 - Present
21st Century Fox November 2012 - June 2013
21st Century Fox December 2010 - November 2012
21st Century Fox June 2001 - December 2010
21st Century Fox November 1999 - June 2001
UCLA September 1995 - November 1999
KPMG Peat Marwick 1994 - 1995
Skills
Business Analysis, Customer Relations, Film, Television, Software Development, User Assistance, Entertainment, Digital Media, Project Management, Customer Service, SDLC, Vendor Management, New Media, Broadcast, Post Production
Education
University of California, Los Angeles 1988 — 1993
Carolyn Sundahl's KPMG Peat Marwick Experience September 1989 - December 1989
Job President Sundahl & Associates PC Certified Public Accountant
Industry Accounting
Experience
Sundahl & Associates PC May 1999 - Present
Optimized Data Solutions September 2009 - January 2012
Ernst & Young January 1990 - November 1990
KPMG Peat Marwick September 1989 - December 1989
Skills
Tax, Tax Preparation, Accounting, Small Business, Finance, QuickBooks, Income Tax, CPA, Bookkeeping, Tax Returns, Payroll, Budgets, Business Planning, Start-ups, Corporate Tax, Start-up Consulting, Accountants, S Corporations, Compliance, Budgeting, Financial Analysis, Financial Accounting, Management, IRS, Tax Law, Accounts Receivable, LLC, Strategic Planning, Financial Reporting, Financial Statements, IRS problem resolution, Franchise Consulting, Tax Accounting, Sales Tax
Education
Wichita State University 1986 — 1990
MPA, Accounting
University of Colorado Boulder 1979 — 1983
BA, Economics
Rockridge High School 1975 — 1979
Sundahl & Associates PC May 1999 - Present
Optimized Data Solutions September 2009 - January 2012
Ernst & Young January 1990 - November 1990
KPMG Peat Marwick September 1989 - December 1989
Skills
Tax, Tax Preparation, Accounting, Small Business, Finance, QuickBooks, Income Tax, CPA, Bookkeeping, Tax Returns, Payroll, Budgets, Business Planning, Start-ups, Corporate Tax, Start-up Consulting, Accountants, S Corporations, Compliance, Budgeting, Financial Analysis, Financial Accounting, Management, IRS, Tax Law, Accounts Receivable, LLC, Strategic Planning, Financial Reporting, Financial Statements, IRS problem resolution, Franchise Consulting, Tax Accounting, Sales Tax
Education
Wichita State University 1986 — 1990
MPA, Accounting
University of Colorado Boulder 1979 — 1983
BA, Economics
Rockridge High School 1975 — 1979
Ken Louko Ken Louko's KPMG Peat Marwick Experience August 1997 - March 1998
Job Owner at Spring Creek Anglers Fly Fishing School & Licensed Insurance Agent
Industry Insurance
Experience
HealthChoices of Georgia February 2009 - Present
Multiple Companies December 2008 - Present
Spring Creek Anglers Fly Fishing School 1997 - Present
KPMG Peat Marwick August 1997 - March 1998
Xerox Corporation July 1992 - August 1997
Wang Laboratories June 1980 - July 1992
Skills
Consulting, New Business Development, Sales Management, Team Building, Business Planning, Strategic Planning, Account Management, Marketing Strategy, Business Development, Customer Service, Marketing, Business Strategy, Coaching, Sales, Project Management, Health Insurance, Small Business, Entrepreneurship, Direct Sales, Start-ups, Insurance, Selling, Leadership, Strategy, Management, Process Improvement, Program Management, Training, Team Leadership
Education
University of Cincinnati 1971 — 1974
BS
University of Cincinnati Grad School
HealthChoices of Georgia February 2009 - Present
Multiple Companies December 2008 - Present
Spring Creek Anglers Fly Fishing School 1997 - Present
KPMG Peat Marwick August 1997 - March 1998
Xerox Corporation July 1992 - August 1997
Wang Laboratories June 1980 - July 1992
Skills
Consulting, New Business Development, Sales Management, Team Building, Business Planning, Strategic Planning, Account Management, Marketing Strategy, Business Development, Customer Service, Marketing, Business Strategy, Coaching, Sales, Project Management, Health Insurance, Small Business, Entrepreneurship, Direct Sales, Start-ups, Insurance, Selling, Leadership, Strategy, Management, Process Improvement, Program Management, Training, Team Leadership
Education
University of Cincinnati 1971 — 1974
BS
University of Cincinnati Grad School
Peter Bacon Peter Bacon's KPMG Peat Marwick Experience January 1989 - June 1991
Job Chief Business Development Officer at ProHealth Care
Industry Hospital & Health Care
Experience
ProHealth Care May 2014 - Present
Dean Health Plan July 2011 - May 2014
TelaDoc May 2010 - July 2011
Assurant Health January 2005 - May 2010
Assurant Health December 1996 - January 2005
United Healthcare September 1994 - December 1996
Wisconsin Health Organization September 1992 - October 1994
SJMA June 1991 - September 1992
KPMG Peat Marwick January 1989 - June 1991
Kohl's Department Stores January 1985 - January 1987
Skills
Health Insurance, Strategy, Insurance, Contract Negotiation, Start-ups, Mergers, Risk Management, Budgets, Sales, Pharmacy Benefit..., Negotiation, Health Policy, PPO, Health Care Reform, Analysis, Pricing, Business Strategy, Healthcare, Strategic Planning, Management, Banking, Managed Care, Mergers & Acquisitions, Team Building, Employee Benefits, Business Development, Executive Management
Education
University of Illinois at Urbana-Champaign 1987 — 1988
MS-Accounting, 1988
University of Wisconsin-Eau Claire 1980 — 1984
BBA, Finance
Sparta High School 1977 — 1980
High School Diploma
ProHealth Care May 2014 - Present
Dean Health Plan July 2011 - May 2014
TelaDoc May 2010 - July 2011
Assurant Health January 2005 - May 2010
Assurant Health December 1996 - January 2005
United Healthcare September 1994 - December 1996
Wisconsin Health Organization September 1992 - October 1994
SJMA June 1991 - September 1992
KPMG Peat Marwick January 1989 - June 1991
Kohl's Department Stores January 1985 - January 1987
Skills
Health Insurance, Strategy, Insurance, Contract Negotiation, Start-ups, Mergers, Risk Management, Budgets, Sales, Pharmacy Benefit..., Negotiation, Health Policy, PPO, Health Care Reform, Analysis, Pricing, Business Strategy, Healthcare, Strategic Planning, Management, Banking, Managed Care, Mergers & Acquisitions, Team Building, Employee Benefits, Business Development, Executive Management
Education
University of Illinois at Urbana-Champaign 1987 — 1988
MS-Accounting, 1988
University of Wisconsin-Eau Claire 1980 — 1984
BBA, Finance
Sparta High School 1977 — 1980
High School Diploma
Linda Carneal Linda Carneal's KPMG Peat Marwick Experience August 1981 - August 1989
Job Tax Partner at Carneal & Hunt, PLC
Industry Accounting
Experience
Carneal & Hunt, PLC July 1990 - Present
KPMG Peat Marwick August 1981 - August 1989
Skills
Accounting, Partnership Taxation, Tax Advisory, Tax Research, Tax, Tax Returns, Entrepreneurship, Corporate Tax, Corporate Tax Planning, Income Tax, Capital Allowances, Tax Accounting, Budgets, QuickBooks, Financial Reporting, Non-profits, Due Diligence, Tax Investigations
Education
University of Florida
MA, Accoounting
Carneal & Hunt, PLC July 1990 - Present
KPMG Peat Marwick August 1981 - August 1989
Skills
Accounting, Partnership Taxation, Tax Advisory, Tax Research, Tax, Tax Returns, Entrepreneurship, Corporate Tax, Corporate Tax Planning, Income Tax, Capital Allowances, Tax Accounting, Budgets, QuickBooks, Financial Reporting, Non-profits, Due Diligence, Tax Investigations
Education
University of Florida
MA, Accoounting
Charles Wood's KPMG Peat Marwick Experience July 1984 - July 1988
Job Vice PresidentHuman Resource Management & Administration at Volvo Construction Equipment
Industry Construction
Experience
Volvo Construction Equipment October 1995 - Present
Volvo Construction Equipment 1985 - 2010
Rank Organisation Plc July 1988 - September 1995
Rank Group 1988 - 1995
KPMG Peat Marwick July 1984 - July 1988
Skills
Due Diligence, Mergers, Accounting, Leadership, Management, Operations Management, Mergers & Acquisitions, Program Management, Process Improvement, Forecasting, Auditing, Human Resources, Strategic Planning, Employee Benefits, Investments, Corporate Finance, Contract Negotiation, Team Building, Negotiation, Change Management, Budgets, Internal Audit, Financial Accounting, New Business Development, Employee Relations, Restructuring, Business Strategy, Manufacturing, Finance, Personnel Management, Policy, Business Planning
Education
University of Georgia - Terry College of Business 1982 — 1984
MAcc, Accounting
University of Georgia - Terry College of Business 1977 — 1981
BBA, Accounting
Volvo Construction Equipment October 1995 - Present
Volvo Construction Equipment 1985 - 2010
Rank Organisation Plc July 1988 - September 1995
Rank Group 1988 - 1995
KPMG Peat Marwick July 1984 - July 1988
Skills
Due Diligence, Mergers, Accounting, Leadership, Management, Operations Management, Mergers & Acquisitions, Program Management, Process Improvement, Forecasting, Auditing, Human Resources, Strategic Planning, Employee Benefits, Investments, Corporate Finance, Contract Negotiation, Team Building, Negotiation, Change Management, Budgets, Internal Audit, Financial Accounting, New Business Development, Employee Relations, Restructuring, Business Strategy, Manufacturing, Finance, Personnel Management, Policy, Business Planning
Education
University of Georgia - Terry College of Business 1982 — 1984
MAcc, Accounting
University of Georgia - Terry College of Business 1977 — 1981
BBA, Accounting
Donna Witherwax Donna Witherwax's KPMG Peat Marwick Experience 1998 - 2010
Job Partner at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2012 - Present
Corporate Tax Solutions, LLC October 2010 - September 2012
KPMG LLP 1998 - 2010
KPMG Peat Marwick 1998 - 2010
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Income Tax, SEC filings, GAAP, Sarbanes-Oxley Act, Tax Accounting, CPA, International Tax, Tax Research, Due Diligence, Forensic Accounting, US GAAP, Financial Accounting, Tax Advisory, Mergers
Education
University of Hawaii - Shidler College of Business
BA, Business Administration
Grant Thornton LLP October 2012 - Present
Corporate Tax Solutions, LLC October 2010 - September 2012
KPMG LLP 1998 - 2010
KPMG Peat Marwick 1998 - 2010
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Income Tax, SEC filings, GAAP, Sarbanes-Oxley Act, Tax Accounting, CPA, International Tax, Tax Research, Due Diligence, Forensic Accounting, US GAAP, Financial Accounting, Tax Advisory, Mergers
Education
University of Hawaii - Shidler College of Business
BA, Business Administration
Tony Youga Tony Youga's KPMG Peat Marwick Experience 1981 - 1982
Job Retired CFO and Board Member
Industry Consumer Goods
Experience
G3 Enterprises 2014 - Present
The Community College Foundation 2011 - Present
E&J Gallo Winery 1992 - 2014
Burger King 1987 - 1992
The Pillsbury Company 1983 - 1987
KPMG Peat Marwick 1981 - 1982
Education
University of Minnesota-Twin Cities 1982 — 1983
MBA, Finance
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Accountancy
G3 Enterprises 2014 - Present
The Community College Foundation 2011 - Present
E&J Gallo Winery 1992 - 2014
Burger King 1987 - 1992
The Pillsbury Company 1983 - 1987
KPMG Peat Marwick 1981 - 1982
Education
University of Minnesota-Twin Cities 1982 — 1983
MBA, Finance
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Accountancy
Bill Cuttler Bill Cuttler's KPMG Peat Marwick Experience September 1989 - 1991
Job CFO/COO at Carbon2Cobalt
Industry Apparel & Fashion
Experience
Carbon2Cobalt September 2011 - Present
ValenTx, Inc. November 2009 - July 2011
The Territory Ahead 1997 - November 2009
Globe Media/Publicitas 1993 - 1996
The Walt Disney Company 1992 - 1993
KPMG Peat Marwick September 1989 - 1991
Skills
Strategic Planning, Business Process..., Managerial Finance, Brand Management, Supply Chain Management, Forecasting, Analytics, Apparel, Financial Reporting, Team Building, Shareholder Value, Strategy, Strategic Partnerships, Cross-functional Team..., Analysis, Budgets, Management, Finance, Strategic Financial..., P&L Management, Vendor Management, E-commerce, Marketing Strategy, Negotiation, Financial Analysis, Leadership, Retail, Marketing, Sales Operations, Change Management, Operations Management, Start-ups, Mergers & Acquisitions, Financial Planning
Education
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Carbon2Cobalt September 2011 - Present
ValenTx, Inc. November 2009 - July 2011
The Territory Ahead 1997 - November 2009
Globe Media/Publicitas 1993 - 1996
The Walt Disney Company 1992 - 1993
KPMG Peat Marwick September 1989 - 1991
Skills
Strategic Planning, Business Process..., Managerial Finance, Brand Management, Supply Chain Management, Forecasting, Analytics, Apparel, Financial Reporting, Team Building, Shareholder Value, Strategy, Strategic Partnerships, Cross-functional Team..., Analysis, Budgets, Management, Finance, Strategic Financial..., P&L Management, Vendor Management, E-commerce, Marketing Strategy, Negotiation, Financial Analysis, Leadership, Retail, Marketing, Sales Operations, Change Management, Operations Management, Start-ups, Mergers & Acquisitions, Financial Planning
Education
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Christy Turner, CFA, AAMS® Christy Turner, CFA, AAMS®'s KPMG Peat Marwick Experience 1986 - 1992
Job Financial Advisor, WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2010 - Present
American Century Investments 1996 - 2009
First Chicago Investment Management 1994 - 1996
KPMG Peat Marwick 1986 - 1992
Skills
Equities, Investments, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Management, Financial Services, Mergers & Acquisitions, Equity Research, Alternative Investments, Financial Analysis, Due Diligence, Asset Allocation, Executive Management, Corporate Finance, Financial Risk, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Central Florida 1982 — 1986
BSBA, Accounting
Wells Fargo Advisors 2010 - Present
American Century Investments 1996 - 2009
First Chicago Investment Management 1994 - 1996
KPMG Peat Marwick 1986 - 1992
Skills
Equities, Investments, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Management, Financial Services, Mergers & Acquisitions, Equity Research, Alternative Investments, Financial Analysis, Due Diligence, Asset Allocation, Executive Management, Corporate Finance, Financial Risk, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Central Florida 1982 — 1986
BSBA, Accounting
Heather M. Pope Heather M. Pope's KPMG Peat Marwick Experience January 1995 - January 1999
Job King County Superior Court, Dependency CASA Program
Industry Real Estate
Experience
King County Superior Court, CASA PROGRAM July 2014 - Present
The Bertschi School September 2012 - June 2014
Bertschi School June 2012 - June 2014
Coldwell Banker Bain January 2010 - April 2013
RCW Mirus, Boston January 1999 - January 2003
KPMG Peat Marwick January 1995 - January 1999
Penne Pool Interior Design January 1993 - January 1995
Dickstein, Shapiro and Morin January 1991 - January 1993
National Center for Missing and Exploited Children 1990 - 1992
United States Department of Justice January 1989 - January 1991
Skills
Public Relations, Program Management, Public Speaking, Recruiting, Social Media, Event Planning, Marketing Communications, Social Media Marketing, Strategic Planning, Business Development, Real Estate, Marketing, Fundraising, Leadership, Strategy
Education
University of Delaware 1985 — 1989
BA, Criminal Justice
Rockwell Institute
Coursework, Washington Fundamentals of Real Estate Practices
King County Superior Court, CASA PROGRAM July 2014 - Present
The Bertschi School September 2012 - June 2014
Bertschi School June 2012 - June 2014
Coldwell Banker Bain January 2010 - April 2013
RCW Mirus, Boston January 1999 - January 2003
KPMG Peat Marwick January 1995 - January 1999
Penne Pool Interior Design January 1993 - January 1995
Dickstein, Shapiro and Morin January 1991 - January 1993
National Center for Missing and Exploited Children 1990 - 1992
United States Department of Justice January 1989 - January 1991
Skills
Public Relations, Program Management, Public Speaking, Recruiting, Social Media, Event Planning, Marketing Communications, Social Media Marketing, Strategic Planning, Business Development, Real Estate, Marketing, Fundraising, Leadership, Strategy
Education
University of Delaware 1985 — 1989
BA, Criminal Justice
Rockwell Institute
Coursework, Washington Fundamentals of Real Estate Practices
Darren Kane Darren Kane's KPMG Peat Marwick Experience June 2000 - August 2002
Job Freelance Campaign Copywriter and Conceptual Designer at CBS Interactive
Industry Marketing and Advertising
Experience
CBS Interactive December 2014 - Present
Freelance January 2009 - Present
Dylan's Candy Bar August 2011 - October 2014
Teshkeel Media Group June 2005 - August 2008
Marvel Comics April 2004 - June 2005
KPMG Peat Marwick June 2000 - August 2002
William Morris Agency November 1997 - November 1998
Skills
Copywriting, Adobe Creative Suite, SEO, Advertising, WordPress, Graphic Design, Illustrator, InDesign, Publishing, Marketing Communications, Social Media, Press Releases, Dreamweaver, Content Strategy, Marketing, Google Analytics, Magazines, Creative Writing, Graphics, Public Relations, Web Design, E-commerce, Web Analytics, Marketing Strategy, Logo Design, Social Media Marketing, Digital Media, Creative Direction
Education
University of Delaware 1991 — 1995
BSBA, Marketing Major, Illustration Minor
School of Visual Arts 2008 — 2008
CE classes in Adobe Creative Suite
CBS Interactive December 2014 - Present
Freelance January 2009 - Present
Dylan's Candy Bar August 2011 - October 2014
Teshkeel Media Group June 2005 - August 2008
Marvel Comics April 2004 - June 2005
KPMG Peat Marwick June 2000 - August 2002
William Morris Agency November 1997 - November 1998
Skills
Copywriting, Adobe Creative Suite, SEO, Advertising, WordPress, Graphic Design, Illustrator, InDesign, Publishing, Marketing Communications, Social Media, Press Releases, Dreamweaver, Content Strategy, Marketing, Google Analytics, Magazines, Creative Writing, Graphics, Public Relations, Web Design, E-commerce, Web Analytics, Marketing Strategy, Logo Design, Social Media Marketing, Digital Media, Creative Direction
Education
University of Delaware 1991 — 1995
BSBA, Marketing Major, Illustration Minor
School of Visual Arts 2008 — 2008
CE classes in Adobe Creative Suite
Joshua Witt, CPA (Inactive), ABV (Inactive)'s KPMG Peat Marwick Experience April 2008 - May 2009
Job Finance and Accounting Consultant at Robert Half Management Resources
Industry Accounting
Experience
Robert Half Management Resources November 2013 - Present
Impellam Group plc October 2010 - September 2013
JM Huber Corporation (Huber Engineered Materials) January 2010 - September 2010
Finley, Colmer, & Company June 2009 - September 2010
KPMG Peat Marwick April 2008 - May 2009
KPMG Peat Marwick January 2005 - April 2008
United States Air Force November 1995 - November 1999
Skills
Financial Analysis, Strategic Planning, Financial Statements, Project Planning, Cost Accounting, Analysis, Change Management, Sarbanes-Oxley Act, Due Diligence, Mergers & Acquisitions, Corporate Finance, Account Management, Management, Contract Negotiation, Microsoft Excel, Forecasting, Financial Accounting, Financial Reporting, General Ledger, Internal Controls
Education
University of Cincinnati College of Business 2000 — 2004
Business Administration, Accounting
Robert Half Management Resources November 2013 - Present
Impellam Group plc October 2010 - September 2013
JM Huber Corporation (Huber Engineered Materials) January 2010 - September 2010
Finley, Colmer, & Company June 2009 - September 2010
KPMG Peat Marwick April 2008 - May 2009
KPMG Peat Marwick January 2005 - April 2008
United States Air Force November 1995 - November 1999
Skills
Financial Analysis, Strategic Planning, Financial Statements, Project Planning, Cost Accounting, Analysis, Change Management, Sarbanes-Oxley Act, Due Diligence, Mergers & Acquisitions, Corporate Finance, Account Management, Management, Contract Negotiation, Microsoft Excel, Forecasting, Financial Accounting, Financial Reporting, General Ledger, Internal Controls
Education
University of Cincinnati College of Business 2000 — 2004
Business Administration, Accounting
Laura Levy Shatkin Laura Levy Shatkin's KPMG Peat Marwick Experience 1989 - 1992
Job Lifestyle Content Creator for print, video and broadcast
Industry Media Production
Experience
L Squared Productions January 2005 - Present
Marcel Media October 2012 - April 2014
WineTasteTV September 2007 - November 2008
Taste on NBC5 Chicago December 2004 - December 2007
Chicago Reader December 1997 - May 2005
KPMG Peat Marwick 1989 - 1992
Skills
New Business Development, Television Production, Customer Acquisition, Social Media, Blogging, Mobile, Production, Viral Marketing, Marketing Strategy, Online Marketing, Integrated Marketing, Strategic Partnerships, Video Production, Social Media Marketing, Digital Strategy, New Media, Content Strategy, Mobile Devices, Management, Video, Digital Marketing, Marketing, Account Management, Sales, Strategic Planning, Lead Generation, Training, Digital Media, Public Relations, Advertising, Event Management, E-commerce, Facebook, Strategy, Mobile Marketing, Email Marketing, SEO, Editing, Brand Development, CRM, Online Advertising, Press Releases, Social Networking, SEM, Newsletters
Education
The University of Chicago 1989 — 1993
PhD, ABD, Social Service Administration
University of Illinois 1986 — 1988
MPH, Health Resources Management
University of North Carolina at Chapel Hill 1982 — 1984
BSN, Nursing
New Trier 1976 — 1980
L Squared Productions January 2005 - Present
Marcel Media October 2012 - April 2014
WineTasteTV September 2007 - November 2008
Taste on NBC5 Chicago December 2004 - December 2007
Chicago Reader December 1997 - May 2005
KPMG Peat Marwick 1989 - 1992
Skills
New Business Development, Television Production, Customer Acquisition, Social Media, Blogging, Mobile, Production, Viral Marketing, Marketing Strategy, Online Marketing, Integrated Marketing, Strategic Partnerships, Video Production, Social Media Marketing, Digital Strategy, New Media, Content Strategy, Mobile Devices, Management, Video, Digital Marketing, Marketing, Account Management, Sales, Strategic Planning, Lead Generation, Training, Digital Media, Public Relations, Advertising, Event Management, E-commerce, Facebook, Strategy, Mobile Marketing, Email Marketing, SEO, Editing, Brand Development, CRM, Online Advertising, Press Releases, Social Networking, SEM, Newsletters
Education
The University of Chicago 1989 — 1993
PhD, ABD, Social Service Administration
University of Illinois 1986 — 1988
MPH, Health Resources Management
University of North Carolina at Chapel Hill 1982 — 1984
BSN, Nursing
New Trier 1976 — 1980
Steven Jeffe, CPA Steven Jeffe, CPA's KPMG Peat Marwick Experience January 1993 - May 1995
Job Policy Analyst Wealth Management Group, Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank June 2011 - Present
The Siegfried Group January 2010 - June 2011
JPMorgan Chase July 2001 - March 2009
Barclays Global Investors July 1999 - July 2001
ProBusiness August 1998 - July 1999
20th Century Fox May 1995 - August 1998
KPMG Peat Marwick January 1993 - May 1995
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Analysis, Strategic Planning, Accounting, Business Strategy, Management, Mergers & Acquisitions, Budgets, Business Analysis, Finance, Financial Services, Integration, Project Management, Project Planning, Strategy
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Business/Managerial Economics
Wells Fargo Bank June 2011 - Present
The Siegfried Group January 2010 - June 2011
JPMorgan Chase July 2001 - March 2009
Barclays Global Investors July 1999 - July 2001
ProBusiness August 1998 - July 1999
20th Century Fox May 1995 - August 1998
KPMG Peat Marwick January 1993 - May 1995
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Analysis, Strategic Planning, Accounting, Business Strategy, Management, Mergers & Acquisitions, Budgets, Business Analysis, Finance, Financial Services, Integration, Project Management, Project Planning, Strategy
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Business/Managerial Economics
Barry Reszel Barry Reszel's KPMG Peat Marwick Experience 1992 - 1994
Job Creative writer, editor, consultant
Industry Public Relations and Communications
Experience
Creative Editorial August 1994 - Present
Liberty Town Productions 2008 - Present
MakeItBetter.net 2010 - Present
KPMG Peat Marwick 1992 - 1994
Hewitt Associates 1988 - 1991
Various Weekly and Daily Newspapers 1980 - 1990
Skills
Marketing Communications, Nonprofits, Copy Editing, Copywriting, Editing, Blogging, Editorial, Newsletters, Storytelling, Press Releases, Social Media, Strategic Communications, Public Relations, Social Media Marketing, Facebook, Non-profits, Marketing Strategy, Ap Style, Connectors, Television News, Leadership, Content Production, Writing
Education
University of North Carolina at Chapel Hill 1986 — 1988
MA, Journalism
University of Iowa 1981 — 1984
BA, Journalism, English, Secondary Education
Lyons Township High School
Creative Editorial August 1994 - Present
Liberty Town Productions 2008 - Present
MakeItBetter.net 2010 - Present
KPMG Peat Marwick 1992 - 1994
Hewitt Associates 1988 - 1991
Various Weekly and Daily Newspapers 1980 - 1990
Skills
Marketing Communications, Nonprofits, Copy Editing, Copywriting, Editing, Blogging, Editorial, Newsletters, Storytelling, Press Releases, Social Media, Strategic Communications, Public Relations, Social Media Marketing, Facebook, Non-profits, Marketing Strategy, Ap Style, Connectors, Television News, Leadership, Content Production, Writing
Education
University of North Carolina at Chapel Hill 1986 — 1988
MA, Journalism
University of Iowa 1981 — 1984
BA, Journalism, English, Secondary Education
Lyons Township High School
Bob Galante's KPMG Peat Marwick Experience 1984 - 1997
Job Chief Financial Officer
Industry Real Estate
Experience
Zeman Homes April 2012 - August 2014
Opus Development Corporation 2003 - 2012
Amli Commercial Properties 1997 - 2002
KPMG Peat Marwick 1984 - 1997
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Risk Management, Joint Ventures, Debt & Equity Financing, Financial Reporting, Managerial Finance, Accounting, Treasury Management, Due Diligence, Internal Controls, Real Estate Development, Financial Modeling, SEC filings, Investor Relations, Real Estate, Acquisitions, Contract Negotiation, Cash Flow, Restructuring, Portfolio Management, Disposition, Leases, Property Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Accountancy
Zeman Homes April 2012 - August 2014
Opus Development Corporation 2003 - 2012
Amli Commercial Properties 1997 - 2002
KPMG Peat Marwick 1984 - 1997
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Risk Management, Joint Ventures, Debt & Equity Financing, Financial Reporting, Managerial Finance, Accounting, Treasury Management, Due Diligence, Internal Controls, Real Estate Development, Financial Modeling, SEC filings, Investor Relations, Real Estate, Acquisitions, Contract Negotiation, Cash Flow, Restructuring, Portfolio Management, Disposition, Leases, Property Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science, Accountancy
Janet Dickinson, MCP, CPA's KPMG Peat Marwick Experience May 1984 - May 1985
Job Asst Accounting Manager at The Mosaic Company
Industry Mining & Metals
Experience
The Mosaic Company August 2010 - Present
Mills & Murphy Software Systems, Inc. January 2008 - Present
ARCS Foundation - Tampa Bay 2008 - 2013
Taylor White January 2007 - January 2008
Shells Seafood Restaurants, Inc. February 1993 - November 2006
Carter, Belcourt & Atkinson, CPAs June 1985 - June 1992
KPMG Peat Marwick May 1984 - May 1985
Skills
Tax, SEC filings, Crystal Reports
Education
University of Central Florida 1973 — 1977
BSBA, Economics, Accounting
Titusville High School 1970 — 1972
Landmark Education
The Mosaic Company August 2010 - Present
Mills & Murphy Software Systems, Inc. January 2008 - Present
ARCS Foundation - Tampa Bay 2008 - 2013
Taylor White January 2007 - January 2008
Shells Seafood Restaurants, Inc. February 1993 - November 2006
Carter, Belcourt & Atkinson, CPAs June 1985 - June 1992
KPMG Peat Marwick May 1984 - May 1985
Skills
Tax, SEC filings, Crystal Reports
Education
University of Central Florida 1973 — 1977
BSBA, Economics, Accounting
Titusville High School 1970 — 1972
Landmark Education
Andrea Farley Andrea Farley's KPMG Peat Marwick Experience July 1981 - June 1984
Job Retired at EDF Renewable Energy
Industry Accounting
Experience
EDF Renewable Energy June 2010 - Present
enXco October 2006 - May 2010
Robert Half Management Resources June 2005 - October 2006
First Interstate Bank 1985 - 1986
KPMG Peat Marwick July 1981 - June 1984
Skills
Financial Analysis, GAAP, Accounting, Financial Statements, Management, IFRS, Internal Controls, Auditing, Policy, Financial Reporting
Education
University of Southern California - Marshall School of Business 1979 — 1981
MBA, Finance, Accounting
University of California, Los Angeles 1965 — 1968
BA, History
EDF Renewable Energy June 2010 - Present
enXco October 2006 - May 2010
Robert Half Management Resources June 2005 - October 2006
First Interstate Bank 1985 - 1986
KPMG Peat Marwick July 1981 - June 1984
Skills
Financial Analysis, GAAP, Accounting, Financial Statements, Management, IFRS, Internal Controls, Auditing, Policy, Financial Reporting
Education
University of Southern California - Marshall School of Business 1979 — 1981
MBA, Finance, Accounting
University of California, Los Angeles 1965 — 1968
BA, History
Chris Olofson Chris Olofson's KPMG Peat Marwick Experience 1986 - 1989
Job Seeking Contract Controller Opportunities
Industry Financial Services
Experience
CMO Consulting 2005 - Present
GMAC Commerical Mortgage, a GM company 1996 - 1999
Hanford Healy Asset Management Company, (acquired by GMAC Commercial Mortgage, a GM company in 1996) 1994 - 1996
New Horizons Savings and Loan (later acquired by Luther Burbank Savings in 1996) 1989 - 1994
KPMG Peat Marwick 1986 - 1989
Skills
Management and Team..., Financial Statement..., Quickbooks, Microsoft Office, GL Accounting and Cash..., Systems Conversions, Budgeting and Planning, Banking Compliance, Contract Management, Vendor Management, Payroll and HR, Financial and..., Financial Analysis, Management
Education
University of California, Santa Barbara
BA Economics, Accounting
CMO Consulting 2005 - Present
GMAC Commerical Mortgage, a GM company 1996 - 1999
Hanford Healy Asset Management Company, (acquired by GMAC Commercial Mortgage, a GM company in 1996) 1994 - 1996
New Horizons Savings and Loan (later acquired by Luther Burbank Savings in 1996) 1989 - 1994
KPMG Peat Marwick 1986 - 1989
Skills
Management and Team..., Financial Statement..., Quickbooks, Microsoft Office, GL Accounting and Cash..., Systems Conversions, Budgeting and Planning, Banking Compliance, Contract Management, Vendor Management, Payroll and HR, Financial and..., Financial Analysis, Management
Education
University of California, Santa Barbara
BA Economics, Accounting
Judy Greenberg's KPMG Peat Marwick Experience 1986 - 1996
Job Realtor at Coldwell Banker in the Buffalo Grove area
Industry Real Estate
Experience
Coldwell Banker Real Estate January 2001 - Present
KPMG Peat Marwick 1986 - 1996
Skills
Sellers, First Time Home Buyers, Short Sales, Client Representation, Relocation, Farms, Lease Administration, FHA financing, Condos, Multiple Listing Service, Listings, Investment Properties, Real Estate, Residential Homes, Real Estate Transactions, Negotiation, Selling, Luxury, Property, Leases, Buyers, Move Up Buyers, Buyer Representation, Townhomes, Single Family Homes, ABR, e-PRO, New Homes, Referrals, New Home Sales, Real Property, SFR, Vacation Homes, Foreclosures, Relocation Buyers, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
business, accounting
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor's degree, Accounting
Coldwell Banker Real Estate January 2001 - Present
KPMG Peat Marwick 1986 - 1996
Skills
Sellers, First Time Home Buyers, Short Sales, Client Representation, Relocation, Farms, Lease Administration, FHA financing, Condos, Multiple Listing Service, Listings, Investment Properties, Real Estate, Residential Homes, Real Estate Transactions, Negotiation, Selling, Luxury, Property, Leases, Buyers, Move Up Buyers, Buyer Representation, Townhomes, Single Family Homes, ABR, e-PRO, New Homes, Referrals, New Home Sales, Real Property, SFR, Vacation Homes, Foreclosures, Relocation Buyers, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
business, accounting
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor's degree, Accounting
Kevin W. Neagle's KPMG Peat Marwick Experience 1998 - 2001
Job Healthcare Executive Consultant
Industry Hospital & Health Care
Experience
Aetna, Inc. 2013 - Present
Coventry Health Care 2012 - 2013
PMSI 2010 - 2012
UnitedHealth Group 2007 - 2009
Booz Allen Hamilton 2003 - 2007
BearingPoint, Inc. 2001 - 2003
KPMG Peat Marwick 1998 - 2001
Skills
Management Consulting, Change Management, Organizational..., Leadership, Strategic Planning, Mergers, Project Management, PMP, Management, Healthcare, Acquisition Integration, Business Development, Strategic Partnerships, Product Development, Marketing Strategy, Health Insurance, Managed Care, Medicare, Risk Management, Client Management, Vendor Management, Proposal Development, Contract Negotiation, PMO Development, Pharmacy Operations, Balanced Scorecard, Business Process..., Performance Improvement, Cross-functional Team..., Personnel Management, Mentoring, Training/ Knowledge..., Business Analytics, Financial Management, Best Practices, Market Research, Competitive Intelligence, New Market Expansion, Corporate Branding, Brand Management, Product Design, Product Marketing, B2B Marketing, B2C Marketing, Marketing Communications, Product Launch, Strategic Sourcing, Program Management, Operational Excellence, Performance Measurement
Education
University of Houston 1993 — 1994
MBA, Finance
University of Houston 1988 — 1992
BBA, Marketing
Aetna, Inc. 2013 - Present
Coventry Health Care 2012 - 2013
PMSI 2010 - 2012
UnitedHealth Group 2007 - 2009
Booz Allen Hamilton 2003 - 2007
BearingPoint, Inc. 2001 - 2003
KPMG Peat Marwick 1998 - 2001
Skills
Management Consulting, Change Management, Organizational..., Leadership, Strategic Planning, Mergers, Project Management, PMP, Management, Healthcare, Acquisition Integration, Business Development, Strategic Partnerships, Product Development, Marketing Strategy, Health Insurance, Managed Care, Medicare, Risk Management, Client Management, Vendor Management, Proposal Development, Contract Negotiation, PMO Development, Pharmacy Operations, Balanced Scorecard, Business Process..., Performance Improvement, Cross-functional Team..., Personnel Management, Mentoring, Training/ Knowledge..., Business Analytics, Financial Management, Best Practices, Market Research, Competitive Intelligence, New Market Expansion, Corporate Branding, Brand Management, Product Design, Product Marketing, B2B Marketing, B2C Marketing, Marketing Communications, Product Launch, Strategic Sourcing, Program Management, Operational Excellence, Performance Measurement
Education
University of Houston 1993 — 1994
MBA, Finance
University of Houston 1988 — 1992
BBA, Marketing
Linda Bounds's KPMG Peat Marwick Experience 1982 - 1984
Job V.P. Finance at MidwayUSA
Industry Sporting Goods
Experience
MidwayUSA April 1999 - Present
Bell Sports Corp. February 1990 - November 1998
Celestial Seasonings, Inc. 1984 - 1990
KPMG Peat Marwick 1982 - 1984
Skills
Strategic Planning, Financial Analysis, Financial Reporting, Financial Risk..., Business Process..., Tax, Business Strategy, Executive Management, Project Management, Business Planning, Business Development, Forecasting, Finance, Product Development, Budgets, Leadership, Operations Management
Education
University of Colorado at Boulder 1980 — 1982
MBA, CPA, Accounting Emphasis, Cum Laude
University of Central Missouri
B.S. Business Education, Business Major and Minor, Cum Laude
MidwayUSA April 1999 - Present
Bell Sports Corp. February 1990 - November 1998
Celestial Seasonings, Inc. 1984 - 1990
KPMG Peat Marwick 1982 - 1984
Skills
Strategic Planning, Financial Analysis, Financial Reporting, Financial Risk..., Business Process..., Tax, Business Strategy, Executive Management, Project Management, Business Planning, Business Development, Forecasting, Finance, Product Development, Budgets, Leadership, Operations Management
Education
University of Colorado at Boulder 1980 — 1982
MBA, CPA, Accounting Emphasis, Cum Laude
University of Central Missouri
B.S. Business Education, Business Major and Minor, Cum Laude
Suzie Costley, CPA CFP®'s KPMG Peat Marwick Experience 1986 - 1988
Job The Hamilton Companies
Industry Oil & Energy
Experience
The Hamilton Companies January 2012 - Present
Estates of Cortlandt and Martha Dietler 1997 - Present
Poison Spider Oil Company LLC July 1997 - September 2013
Duke Energy 1988 - 1997
KPMG Peat Marwick 1986 - 1988
Skills
Financial Analysis, Valuation, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Private Equity, Mergers & Acquisitions, Investments, Asset Management, Hedge Funds, Venture Capital, Portfolio Management, Financial Modeling, Financial Planning, Budgets, Accounting, Management
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1986
B.S., Accounting
The Hamilton Companies January 2012 - Present
Estates of Cortlandt and Martha Dietler 1997 - Present
Poison Spider Oil Company LLC July 1997 - September 2013
Duke Energy 1988 - 1997
KPMG Peat Marwick 1986 - 1988
Skills
Financial Analysis, Valuation, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Private Equity, Mergers & Acquisitions, Investments, Asset Management, Hedge Funds, Venture Capital, Portfolio Management, Financial Modeling, Financial Planning, Budgets, Accounting, Management
Education
University of Colorado Boulder - Leeds School of Business 1982 — 1986
B.S., Accounting
Monica Haxel Monica Haxel's KPMG Peat Marwick Experience August 1985 - April 1990
Job Project Manager and Finance Professional | PMP | CPA
Industry Management Consulting
Experience
Mir, Mitchell & Company, L.L.P. May 2011 - Present
Accenture August 1997 - April 2011
The University of Chicago April 1995 - July 1997
Pittway Corporation July 1990 - March 1995
KPMG Peat Marwick August 1985 - April 1990
Skills
Planning, Program Management, Project Coordination, Project Planning, Project Execution, Team Leadership, Virtual Teams, Cross-functional..., Cross-functional Team..., Process Improvement, Financial Analysis, Financial Reporting, Financial Forecasting, Change Management, Leadership, Budgets, Managerial Finance, Finance, Accounting, Project Management
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Accountancy
Mir, Mitchell & Company, L.L.P. May 2011 - Present
Accenture August 1997 - April 2011
The University of Chicago April 1995 - July 1997
Pittway Corporation July 1990 - March 1995
KPMG Peat Marwick August 1985 - April 1990
Skills
Planning, Program Management, Project Coordination, Project Planning, Project Execution, Team Leadership, Virtual Teams, Cross-functional..., Cross-functional Team..., Process Improvement, Financial Analysis, Financial Reporting, Financial Forecasting, Change Management, Leadership, Budgets, Managerial Finance, Finance, Accounting, Project Management
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Accountancy
David Treft, CPA David Treft, CPA's KPMG Peat Marwick Experience June 1989 - June 1992
Job Financial Advisor
Industry Financial Services
Experience
Souders Financial Group January 2011 - Present
MassMutual Financial Group November 2008 - December 2010
Northwestern Mutual Financial Network March 2002 - November 2008
Successories Unlimited Inc. June 1992 - November 2004
KPMG Peat Marwick June 1989 - June 1992
Education
University of Cincinnati College of Business 1985 — 1989
BS, Accounting
Souders Financial Group January 2011 - Present
MassMutual Financial Group November 2008 - December 2010
Northwestern Mutual Financial Network March 2002 - November 2008
Successories Unlimited Inc. June 1992 - November 2004
KPMG Peat Marwick June 1989 - June 1992
Education
University of Cincinnati College of Business 1985 — 1989
BS, Accounting
Jim Cinque Jim Cinque's KPMG Peat Marwick Experience December 1986 - June 1989
Job Controller at Cohen & Grigsby, P.C.
Industry Law Practice
Experience
Cohen & Grigsby, P.C. July 1989 - Present
KPMG Peat Marwick December 1986 - June 1989
Skills
Tax, Due Diligence, Internal Controls, Accounting, Financial Analysis, Auditing, Risk Management, Financial Accounting, Forensic Accounting, Corporate Governance, Mergers & Acquisitions, CPA, Restructuring, US GAAP, Private Equity
Education
University of Dayton 1976 — 1980
BS, Accounting / Finance
Central Catholic HS, Pittsburgh, PA
Cohen & Grigsby, P.C. July 1989 - Present
KPMG Peat Marwick December 1986 - June 1989
Skills
Tax, Due Diligence, Internal Controls, Accounting, Financial Analysis, Auditing, Risk Management, Financial Accounting, Forensic Accounting, Corporate Governance, Mergers & Acquisitions, CPA, Restructuring, US GAAP, Private Equity
Education
University of Dayton 1976 — 1980
BS, Accounting / Finance
Central Catholic HS, Pittsburgh, PA
Debbie Kleinman Debbie Kleinman's KPMG Peat Marwick Experience October 1991 - March 1995
Job Sr. Market Research Manager Global Oncology at Amgen
Industry Pharmaceuticals
Experience
Amgen January 2013 - Present
Amgen February 2009 - January 2013
Amgen January 2003 - December 2005
Amgen March 1995 - January 2003
KPMG Peat Marwick October 1991 - March 1995
Skills
Market Research, Biopharmaceuticals, Segmentation, Pharmaceutical Industry, Analysis, Oncology, Competitive Intelligence, Biotechnology, Marketing Research, Cross-functional Team..., Commercialization, Product Launch, Market Analysis, Business Analysis, Market Access, Project Management
Education
University of California, Los Angeles 1986 — 1991
B.A., Economics
Amgen January 2013 - Present
Amgen February 2009 - January 2013
Amgen January 2003 - December 2005
Amgen March 1995 - January 2003
KPMG Peat Marwick October 1991 - March 1995
Skills
Market Research, Biopharmaceuticals, Segmentation, Pharmaceutical Industry, Analysis, Oncology, Competitive Intelligence, Biotechnology, Marketing Research, Cross-functional Team..., Commercialization, Product Launch, Market Analysis, Business Analysis, Market Access, Project Management
Education
University of California, Los Angeles 1986 — 1991
B.A., Economics
Alan Mendelson's KPMG Peat Marwick Experience May 1993 - May 1995
Job President and CEO at Plasco ID
Industry Internet
Joe del Valle Joe del Valle's KPMG Peat Marwick Experience August 1988 - February 1990
Job Director of Commercial Real Estate Sales & Leasing at KW Commercial
Industry Real Estate
Experience
KW Commercial July 2012 - Present
Grubb & Ellis / Hudson February 2009 - June 2012
Watts Enterprises, Inc. (Regional Real Estate & Investment Holding Company) January 2006 - January 2009
Propex / SI Corporation January 2003 - January 2006
Ahlstrom Corporation June 1999 - December 2002
Johnson & Johnson, division: Cordis Corporation January 1997 - May 1999
Sara Lee Corporation, division: Coach March 1990 - December 1996
KPMG Peat Marwick August 1988 - February 1990
Skills
Contract Negotiation, Investment Advisory, Commercial Real Estate, Net-Leased Investments, 1031 Exchanges, Self-Storage Investment..., Buyer Representation, Seller Representation, Tenant Representation, Retail Site Selection, Creative Solutions, Small Business, Consulting, Commercial Leasing, Retail, Investment Properties, Real Estate Investor, Landlord/Tenant Matters, Finance, Real Estate, Investments, Residential Homes, Brokerage, Property
Education
University of Florida - Warrington College Of Business 1984 — 1988
Bachelor's Degree, Accounting
South Miami Senior High School 1981 — 1984
KW Commercial July 2012 - Present
Grubb & Ellis / Hudson February 2009 - June 2012
Watts Enterprises, Inc. (Regional Real Estate & Investment Holding Company) January 2006 - January 2009
Propex / SI Corporation January 2003 - January 2006
Ahlstrom Corporation June 1999 - December 2002
Johnson & Johnson, division: Cordis Corporation January 1997 - May 1999
Sara Lee Corporation, division: Coach March 1990 - December 1996
KPMG Peat Marwick August 1988 - February 1990
Skills
Contract Negotiation, Investment Advisory, Commercial Real Estate, Net-Leased Investments, 1031 Exchanges, Self-Storage Investment..., Buyer Representation, Seller Representation, Tenant Representation, Retail Site Selection, Creative Solutions, Small Business, Consulting, Commercial Leasing, Retail, Investment Properties, Real Estate Investor, Landlord/Tenant Matters, Finance, Real Estate, Investments, Residential Homes, Brokerage, Property
Education
University of Florida - Warrington College Of Business 1984 — 1988
Bachelor's Degree, Accounting
South Miami Senior High School 1981 — 1984
Carol Smith, CPA Carol Smith, CPA's KPMG Peat Marwick Experience January 1987 - December 1990
Job coowner at Bannon Springs Assisted Living & Owner of Carol E Smith CPA
Industry Accounting
Experience
Carol E. Smith, CPA July 2006 - Present
Bannon Springs Ranch Assisted Living July 2005 - Present
Destinations Fashions 2004 - 2008
H&R Block 2004 - 2006
Duke Energy December 1990 - November 2004
Pin Oak Charity Horse Show 2000 - 2003
KPMG Peat Marwick January 1987 - December 1990
Bayshore Savings February 1983 - January 1987
Skills
Healthcare, Strategic Planning, Process Improvement, Accounting, Nonprofits, Non-profits, Auditing, Financial Analysis, Research, Customer Service, Team Building, Program Management, Leadership, Marketing, Entrepreneurship, Management, Coaching, Management Consulting, Small Business, Budgets, Mergers & Acquisitions
Education
University of Houston 1982 — 1984
BBA, Accounting
University of Hawaii at Manoa 1977 — 1979
BBA partial, Accounting
Carol E. Smith, CPA July 2006 - Present
Bannon Springs Ranch Assisted Living July 2005 - Present
Destinations Fashions 2004 - 2008
H&R Block 2004 - 2006
Duke Energy December 1990 - November 2004
Pin Oak Charity Horse Show 2000 - 2003
KPMG Peat Marwick January 1987 - December 1990
Bayshore Savings February 1983 - January 1987
Skills
Healthcare, Strategic Planning, Process Improvement, Accounting, Nonprofits, Non-profits, Auditing, Financial Analysis, Research, Customer Service, Team Building, Program Management, Leadership, Marketing, Entrepreneurship, Management, Coaching, Management Consulting, Small Business, Budgets, Mergers & Acquisitions
Education
University of Houston 1982 — 1984
BBA, Accounting
University of Hawaii at Manoa 1977 — 1979
BBA partial, Accounting
Dan Wetzel's KPMG Peat Marwick Experience 1990 - 1997
Job Managing Director at Pearl Meyer & Partners
Industry Management Consulting
Experience
Pearl Meyer & Partners 2004 - Present
Watson Wyatt 1997 - 2003
KPMG Peat Marwick 1990 - 1997
Skills
Entertainment, Manufacturing, Real Estate, Retail, Financial Services, Mergers & Acquisitions, Performance Management, Executive Pay, Incentive Programs, Deferred Compensation, Strategy, Management, Management Consulting, Employee Benefits, Governance
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA
University of California, Los Angeles 1984 — 1988
BA
Pearl Meyer & Partners 2004 - Present
Watson Wyatt 1997 - 2003
KPMG Peat Marwick 1990 - 1997
Skills
Entertainment, Manufacturing, Real Estate, Retail, Financial Services, Mergers & Acquisitions, Performance Management, Executive Pay, Incentive Programs, Deferred Compensation, Strategy, Management, Management Consulting, Employee Benefits, Governance
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA
University of California, Los Angeles 1984 — 1988
BA
Pam Didner's KPMG Peat Marwick Experience June 1991 - October 1993
Job Global Content Marketing Strategist | Fortune 100 Senior Marketing Expert | Author | Speaker | Adjunct Professor
Industry Marketing and Advertising
Experience
West Virginia University August 2015 - Present
Relentless Pursuit July 2014 - Present
Intel Corporation May 2007 - June 2014
Intel Corp. August 2004 - April 2007
Intel Corp. November 2002 - August 2004
Intel Corp. February 1997 - December 2002
Intel Corp. November 1995 - February 1997
Andersen Consulting October 1994 - November 1995
KPMG Peat Marwick June 1991 - October 1993
Skills
Global Marketing, Strategic Planning, Small Business Marketing, Agency Relations, Marketing..., Marketing Strategy, Marketing Communications, Event Marketing, Social Media Marketing, Marketing Management, Creative Briefs, Agency Negotiations, Marketing Operations, Digital Marketing, Business Strategy, BTB Marketing, Business Marketing, Go-to-market Plan, Content Marketing, B2B Marketing, Product Marketing, Integrated Marketing, Leadership, Program Management, Go-to-market Strategy, Negotiation, Marketing, Strategic Partnerships, Strategy, Social Media, Management, Start-ups, Event Planning, Cross-functional Team..., Direct Marketing, Budgets
Education
University of Illinois at Urbana-Champaign - College of Business
MBA / CPA
University of Kentucky
BA
West Virginia University August 2015 - Present
Relentless Pursuit July 2014 - Present
Intel Corporation May 2007 - June 2014
Intel Corp. August 2004 - April 2007
Intel Corp. November 2002 - August 2004
Intel Corp. February 1997 - December 2002
Intel Corp. November 1995 - February 1997
Andersen Consulting October 1994 - November 1995
KPMG Peat Marwick June 1991 - October 1993
Skills
Global Marketing, Strategic Planning, Small Business Marketing, Agency Relations, Marketing..., Marketing Strategy, Marketing Communications, Event Marketing, Social Media Marketing, Marketing Management, Creative Briefs, Agency Negotiations, Marketing Operations, Digital Marketing, Business Strategy, BTB Marketing, Business Marketing, Go-to-market Plan, Content Marketing, B2B Marketing, Product Marketing, Integrated Marketing, Leadership, Program Management, Go-to-market Strategy, Negotiation, Marketing, Strategic Partnerships, Strategy, Social Media, Management, Start-ups, Event Planning, Cross-functional Team..., Direct Marketing, Budgets
Education
University of Illinois at Urbana-Champaign - College of Business
MBA / CPA
University of Kentucky
BA
Carrie L. Mistina, CPA, CGMA Carrie L. Mistina, CPA, CGMA's KPMG Peat Marwick Experience January 2003 - August 2004
Job CFO at CFO Strategic Partners
Industry Financial Services
Experience
CFO Strategic Partners March 2015 - Present
John Wiley and Sons August 2014 - March 2015
Ellucian January 2013 - November 2013
National Advisory Services, Inc. May 2006 - August 2013
B.R. Chamberlain f/k/a Investment Trust Company September 2004 - April 2006
KPMG Peat Marwick January 2003 - August 2004
Investment Trust Company of Florida June 2000 - December 2002
Skills
Investments, Auditing, Financial Modeling, Corporate Finance, Insurance, Analysis, Due Diligence, General Ledger, Management, Microsoft Office, Risk Management, Business Analysis, Finance, Financial Reporting, Customer Service, Strategy, Budgets
Education
University of Central Florida - College of Business Administration 2003 — 2004
Masters In Taxation, Taxation
University of Central Florida 1996 — 2000
BS:, Accounting, Finance, Economics
Lake Brantley High School 1992 — 1996
Lake Brantley High School
Lake Brantley High School
Lake Brantley High School
CFO Strategic Partners March 2015 - Present
John Wiley and Sons August 2014 - March 2015
Ellucian January 2013 - November 2013
National Advisory Services, Inc. May 2006 - August 2013
B.R. Chamberlain f/k/a Investment Trust Company September 2004 - April 2006
KPMG Peat Marwick January 2003 - August 2004
Investment Trust Company of Florida June 2000 - December 2002
Skills
Investments, Auditing, Financial Modeling, Corporate Finance, Insurance, Analysis, Due Diligence, General Ledger, Management, Microsoft Office, Risk Management, Business Analysis, Finance, Financial Reporting, Customer Service, Strategy, Budgets
Education
University of Central Florida - College of Business Administration 2003 — 2004
Masters In Taxation, Taxation
University of Central Florida 1996 — 2000
BS:, Accounting, Finance, Economics
Lake Brantley High School 1992 — 1996
Lake Brantley High School
Lake Brantley High School
Lake Brantley High School
Kristin Keeshen, CPA's KPMG Peat Marwick Experience 1987 - 1991
Job Experienced Financial Analyst
Industry Accounting
Experience
Kaiser Permanente August 2008 - November 2011
Vodafone January 1999 - December 1999
Airtouch Communications 1991 - January 1999
KPMG Peat Marwick 1987 - 1991
Skills
Forecasting
Education
University of California, Santa Barbara 1984 — 1987
BA
Kaiser Permanente August 2008 - November 2011
Vodafone January 1999 - December 1999
Airtouch Communications 1991 - January 1999
KPMG Peat Marwick 1987 - 1991
Skills
Forecasting
Education
University of California, Santa Barbara 1984 — 1987
BA
Steward Nazzaro's KPMG Peat Marwick Experience February 1984 - April 1994
Job CEO at SN Assoc
Industry Financial Services
Experience
Electric Traction Diagnostics, LLC March 2010 - October 2013
Tata Consultancy Services February 2007 - January 2008
CSC Consulting April 2004 - June 2006
SN Assoc March 2002 - April 2004
Pacific USA Holdings Corp August 1997 - March 2002
MBNA June 1996 - August 1997
Home Insurance (Zurich Insurance) 1994 - 1996
KPMG Peat Marwick February 1984 - April 1994
Zale Corporation August 1980 - February 1984
Skills
Organizational..., Program Management, Management Consulting, IT Strategy, Offshoring, Outsourcing, IT Management, Vendor Management, Business Transformation, Enterprise Architecture, Business Intelligence, Governance, Project Portfolio..., IT Service Management, Business Analysis, Software Project..., Integration, PMO, Business Process, Requirements Analysis, Strategy, Leadership, Business Process..., Business Process..., Process Improvement
Education
University of Denver 1975 — 1976
MBA, Finance & Accounting
University of Denver 1970 — 1974
BA, Chemistry & Physics
Electric Traction Diagnostics, LLC March 2010 - October 2013
Tata Consultancy Services February 2007 - January 2008
CSC Consulting April 2004 - June 2006
SN Assoc March 2002 - April 2004
Pacific USA Holdings Corp August 1997 - March 2002
MBNA June 1996 - August 1997
Home Insurance (Zurich Insurance) 1994 - 1996
KPMG Peat Marwick February 1984 - April 1994
Zale Corporation August 1980 - February 1984
Skills
Organizational..., Program Management, Management Consulting, IT Strategy, Offshoring, Outsourcing, IT Management, Vendor Management, Business Transformation, Enterprise Architecture, Business Intelligence, Governance, Project Portfolio..., IT Service Management, Business Analysis, Software Project..., Integration, PMO, Business Process, Requirements Analysis, Strategy, Leadership, Business Process..., Business Process..., Process Improvement
Education
University of Denver 1975 — 1976
MBA, Finance & Accounting
University of Denver 1970 — 1974
BA, Chemistry & Physics
Chris Wojcik's KPMG Peat Marwick Experience January 1997 - January 1998
Job CEO at CCP Global, Inc
Industry Information Technology and Services
Experience
CCP Global, Inc. January 1998 - Present
CCP Global, Inc. 1998 - 2003
KPMG Peat Marwick January 1997 - January 1998
Andersen Consulting June 1986 - December 1996
Skills
IT Strategy, ERP, Consulting, Sales, Integration, Management Consulting, SaaS, Business Process..., Project Management, Change Management, Business Strategy, Program Management, Business Process, Strategic Planning, Java, Cross-functional Team..., SOA, Requirements Analysis, Business Development, Business Process..., Enterprise Architecture, SDLC, Business Intelligence, Process Improvement, Leadership, Cloud Computing, Enterprise Software, Outsourcing, Vendor Management, Business Analysis, Entrepreneurship
Education
University of Chicago 2002 — 2004
MBA, Strategy and Finance
University of Illinois 1982 — 1986
BS, Computer Science
CCP Global, Inc. January 1998 - Present
CCP Global, Inc. 1998 - 2003
KPMG Peat Marwick January 1997 - January 1998
Andersen Consulting June 1986 - December 1996
Skills
IT Strategy, ERP, Consulting, Sales, Integration, Management Consulting, SaaS, Business Process..., Project Management, Change Management, Business Strategy, Program Management, Business Process, Strategic Planning, Java, Cross-functional Team..., SOA, Requirements Analysis, Business Development, Business Process..., Enterprise Architecture, SDLC, Business Intelligence, Process Improvement, Leadership, Cloud Computing, Enterprise Software, Outsourcing, Vendor Management, Business Analysis, Entrepreneurship
Education
University of Chicago 2002 — 2004
MBA, Strategy and Finance
University of Illinois 1982 — 1986
BS, Computer Science
Neal Gorman's KPMG Peat Marwick Experience June 1979 - December 1981
Job
Industry Computer Software
Experience
Fidelity National Information Services May 2010 - January 2012
ING DIRECT January 2010 - February 2010
Fidelity National Information Services Inc. (FIS) August 2007 - September 2008
ING Direct UK August 2004 - November 2006
Fidelity National Information Services (Sanchez Computer Associates) December 1981 - August 2004
KPMG Peat Marwick June 1979 - December 1981
Skills
Testing, Requirements Gathering, Product Management, Requirements Analysis, Business Analysis, Software Project..., SDLC, Outsourcing, Web Applications, Business Process, Banking, Business Requirements, Enterprise Architecture, Analysis, Integration, Business Intelligence
Education
University of Connecticut 1975 — 1979
BS, Accounting
Fidelity National Information Services May 2010 - January 2012
ING DIRECT January 2010 - February 2010
Fidelity National Information Services Inc. (FIS) August 2007 - September 2008
ING Direct UK August 2004 - November 2006
Fidelity National Information Services (Sanchez Computer Associates) December 1981 - August 2004
KPMG Peat Marwick June 1979 - December 1981
Skills
Testing, Requirements Gathering, Product Management, Requirements Analysis, Business Analysis, Software Project..., SDLC, Outsourcing, Web Applications, Business Process, Banking, Business Requirements, Enterprise Architecture, Analysis, Integration, Business Intelligence
Education
University of Connecticut 1975 — 1979
BS, Accounting
Gigi Luke's KPMG Peat Marwick Experience 1987 - 1991
Job Sr. Manager at Cisco Systems and Owner, GML Investments, Inc.
Industry Commercial Real Estate
Experience
GML Investments, Inc. Sr. Manager, Business OperationsCisco1996 - Present
GML Consulting, Inc. 1996 - 1998
Sony Pictures Entertainment 1991 - 1996
KPMG Peat Marwick 1987 - 1991
Education
University of California, Santa Barbara 1982 — 1986
BA, Accounting
GML Investments, Inc. Sr. Manager, Business OperationsCisco1996 - Present
GML Consulting, Inc. 1996 - 1998
Sony Pictures Entertainment 1991 - 1996
KPMG Peat Marwick 1987 - 1991
Education
University of California, Santa Barbara 1982 — 1986
BA, Accounting
Seth Sprague, CMB's KPMG Peat Marwick Experience September 1993 - October 1996
Job Senior Vice President at Phoenix Capital
Industry Banking
Experience
Phoenix Capital, Inc. April 2013 - Present
SunTrust Mortgage November 2002 - April 2013
United Financial / Matrix Capital August 1998 - October 2002
Bank of America 1996 - 1998
KPMG Peat Marwick September 1993 - October 1996
Skills
Accounting, Risk Management, Valuation, Financial Analysis, Process Improvement, Strategic Planning, Financial Services, Loans, Financial Modeling, Mortgage Lending, Financial Risk, Mortgage Servicing, Mortgage Banking, Loan Servicing, Banking, Credit, Leadership, Credit Analysis, Loan Origination
Education
University of Colorado at Denver 2000 — 2001
MBA
University of Richmond 1989 — 1993
Bachelor of Science (BS) - Business Administration, Accounting
University of Richmond - Robins School of Business 1989 — 1993
Phoenix Capital, Inc. April 2013 - Present
SunTrust Mortgage November 2002 - April 2013
United Financial / Matrix Capital August 1998 - October 2002
Bank of America 1996 - 1998
KPMG Peat Marwick September 1993 - October 1996
Skills
Accounting, Risk Management, Valuation, Financial Analysis, Process Improvement, Strategic Planning, Financial Services, Loans, Financial Modeling, Mortgage Lending, Financial Risk, Mortgage Servicing, Mortgage Banking, Loan Servicing, Banking, Credit, Leadership, Credit Analysis, Loan Origination
Education
University of Colorado at Denver 2000 — 2001
MBA
University of Richmond 1989 — 1993
Bachelor of Science (BS) - Business Administration, Accounting
University of Richmond - Robins School of Business 1989 — 1993
Kari Furry's KPMG Peat Marwick Experience October 1991 - June 1994
Job Senior Vice President, Finance at Allianz Asset Management
Industry Financial Services
Experience
Allianz Asset Management May 2008 - Present
Allianz Global Investors May 2005 - May 2008
Allianz Global Investors October 1998 - May 2005
Allergan July 1994 - October 1998
KPMG Peat Marwick October 1991 - June 1994
Education
University of California, Riverside 1987 — 1991
BS, Business Administration
Allianz Asset Management May 2008 - Present
Allianz Global Investors May 2005 - May 2008
Allianz Global Investors October 1998 - May 2005
Allergan July 1994 - October 1998
KPMG Peat Marwick October 1991 - June 1994
Education
University of California, Riverside 1987 — 1991
BS, Business Administration
Curtis Coffer's KPMG Peat Marwick Experience June 1982 - April 1985
Job Vice President and Chief Financial Officer at University of Minnesota Alumni Association
Industry Nonprofit Organization Management
Experience
University of Minnesota Alumni Association March 2009 - Present
Greater Minnesota Housing Fund May 2008 - March 2009
Brothers of Holy Cross, Inc. February 2001 - March 2008
Panelcraft of Minnesota, Inc. October 2000 - February 2001
Automated Information Systems, Inc. dba Paragon July 1999 - September 2000
ALN Associates June 1998 - June 1999
Automated Information Systems, Inc. dba Paragon June 1995 - June 1998
University of Notre Dame July 1991 - June 1996
KPMG Peat Marwick June 1982 - April 1985
Skills
Cash Management, General Ledger, Payroll, Investments, Banking Relationships, Investment Portfolio, Interest Rate..., Supervising Others, Accounts Payable, Forecasting, Accounts Receivable, Financial Reporting, Accounting, GAAP, Treasury
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1991
PhD, Business Administration
University of Illinois at Urbana-Champaign - College of Business 1979 — 1982
BS, Accountancy
Washington University in St. Louis 1978 — 1979
University of Minnesota Alumni Association March 2009 - Present
Greater Minnesota Housing Fund May 2008 - March 2009
Brothers of Holy Cross, Inc. February 2001 - March 2008
Panelcraft of Minnesota, Inc. October 2000 - February 2001
Automated Information Systems, Inc. dba Paragon July 1999 - September 2000
ALN Associates June 1998 - June 1999
Automated Information Systems, Inc. dba Paragon June 1995 - June 1998
University of Notre Dame July 1991 - June 1996
KPMG Peat Marwick June 1982 - April 1985
Skills
Cash Management, General Ledger, Payroll, Investments, Banking Relationships, Investment Portfolio, Interest Rate..., Supervising Others, Accounts Payable, Forecasting, Accounts Receivable, Financial Reporting, Accounting, GAAP, Treasury
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1991
PhD, Business Administration
University of Illinois at Urbana-Champaign - College of Business 1979 — 1982
BS, Accountancy
Washington University in St. Louis 1978 — 1979
David Burger's KPMG Peat Marwick Experience 1983 - 1993
Job Owner, Burger & Comer, P.C.
Industry Accounting
Experience
Burger Comer Magliari August 2014 - Present
Burger & Comer, P..C. July 1995 - July 2014
KPMG Peat Marwick 1983 - 1993
Education
University of Guam 1980 — 1983
Burger Comer Magliari August 2014 - Present
Burger & Comer, P..C. July 1995 - July 2014
KPMG Peat Marwick 1983 - 1993
Education
University of Guam 1980 — 1983
Doug Lockwood's KPMG Peat Marwick Experience January 1997 - November 1998
Job Attorney/Financial Planner
Industry Financial Services
Experience
Self - Employed June 2007 - Present
Financial Media Advisors May 2010 - December 2011
UMKC Law School August 2010 - June 2011
American Century Investments November 1998 - June 2007
KPMG Peat Marwick January 1997 - November 1998
UMB Bank October 1989 - December 1996
Olsen & Talpers May 1983 - October 1989
Skills
Estate Planning, Tax, Investments, Public Speaking, Financial Planning, Retirement Planning, Wealth Management, Contract Negotiation, Strategic Financial..., Mutual Funds, Retirement, Strategy, Leadership, Asset Allocation, Strategic Planning, Training, Financial Services, Finance, Investment Advisory, Securities, Series 7, Portfolio Management, Investment Strategies, Investment Management, Asset Management, 401k, Insurance, Series 63, Risk Management
Education
University of Missouri-Kansas City School of Law 1983 — 1986
J.D., Emphasis on tax and corporate law.
University of Central Missouri 1975 — 1978
M.B.A., Management
University of Central Missouri 1973 — 1975
B.S.B.A., Computer Science and Bus.Admin.
Self - Employed June 2007 - Present
Financial Media Advisors May 2010 - December 2011
UMKC Law School August 2010 - June 2011
American Century Investments November 1998 - June 2007
KPMG Peat Marwick January 1997 - November 1998
UMB Bank October 1989 - December 1996
Olsen & Talpers May 1983 - October 1989
Skills
Estate Planning, Tax, Investments, Public Speaking, Financial Planning, Retirement Planning, Wealth Management, Contract Negotiation, Strategic Financial..., Mutual Funds, Retirement, Strategy, Leadership, Asset Allocation, Strategic Planning, Training, Financial Services, Finance, Investment Advisory, Securities, Series 7, Portfolio Management, Investment Strategies, Investment Management, Asset Management, 401k, Insurance, Series 63, Risk Management
Education
University of Missouri-Kansas City School of Law 1983 — 1986
J.D., Emphasis on tax and corporate law.
University of Central Missouri 1975 — 1978
M.B.A., Management
University of Central Missouri 1973 — 1975
B.S.B.A., Computer Science and Bus.Admin.
Anthony DeSantis's KPMG Peat Marwick Experience October 1995 - October 1997
Job Program Director at LivePerson
Industry Financial Services
Experience
LivePerson April 2014 - Present
UBS August 2010 - March 2014
UBS Wealth Management September 2006 - June 2010
CGI August 2005 - September 2006
MPI Professionals 2004 - 2005
Deutsche Bank 2001 - 2003
Deloitte & Touche 1997 - 2001
KPMG October 1995 - October 1997
KPMG Peat Marwick October 1995 - October 1997
Skills
Business Analysis, SDLC, Fixed Income, Equities, Vendor Management, Financial Services, Risk Management, PMO, Business Process..., Program Management, Project Management, Wealth Management, Portfolio Management, Project Portfolio..., IT Strategy, Requirements Gathering
Education
University of Colorado Boulder 1991 — 1995
BS, Information Systems
University of Colorado Boulder - Leeds School of Business 1991 — 1995
LivePerson April 2014 - Present
UBS August 2010 - March 2014
UBS Wealth Management September 2006 - June 2010
CGI August 2005 - September 2006
MPI Professionals 2004 - 2005
Deutsche Bank 2001 - 2003
Deloitte & Touche 1997 - 2001
KPMG October 1995 - October 1997
KPMG Peat Marwick October 1995 - October 1997
Skills
Business Analysis, SDLC, Fixed Income, Equities, Vendor Management, Financial Services, Risk Management, PMO, Business Process..., Program Management, Project Management, Wealth Management, Portfolio Management, Project Portfolio..., IT Strategy, Requirements Gathering
Education
University of Colorado Boulder 1991 — 1995
BS, Information Systems
University of Colorado Boulder - Leeds School of Business 1991 — 1995
Gigi Luke's KPMG Peat Marwick Experience September 1987 - July 1990
Job Strategic Planning and Operations Professional
Industry Computer Networking
Experience
GML Investments 2011 - Present
Women's Startup Lab June 2014 - December 2014
GML Consulting, Inc. (Part-Time) 2006 - 2011
Cisco Systems 1996 - 2011
Sony Pictures Entertainment July 1990 - July 1996
KPMG Peat Marwick September 1987 - July 1990
Skills
Real Estate, Contract Negotiation, Operations Management, Strategic Planning, Strategy, Project Management, Selling, Leadership, Start-ups
Education
University of California, Santa Barbara 1982 — 1986
Business Economics, Accounting
GML Investments 2011 - Present
Women's Startup Lab June 2014 - December 2014
GML Consulting, Inc. (Part-Time) 2006 - 2011
Cisco Systems 1996 - 2011
Sony Pictures Entertainment July 1990 - July 1996
KPMG Peat Marwick September 1987 - July 1990
Skills
Real Estate, Contract Negotiation, Operations Management, Strategic Planning, Strategy, Project Management, Selling, Leadership, Start-ups
Education
University of California, Santa Barbara 1982 — 1986
Business Economics, Accounting
Barbara Mock's KPMG Peat Marwick Experience 1983 - 1991
Job Tax Director at Paramount Citrus (Roll Global)
Industry Construction
Experience
Paramount Citrus (Roll Global) March 2013 - Present
The Ryland Group, Inc. April 2005 - March 2013
KPMG Peat Marwick 1983 - 1991
Education
University of California, Santa Barbara 1980 — 1983
Paramount Citrus (Roll Global) March 2013 - Present
The Ryland Group, Inc. April 2005 - March 2013
KPMG Peat Marwick 1983 - 1991
Education
University of California, Santa Barbara 1980 — 1983
Barbara Weinberger's KPMG Peat Marwick Experience October 1997 - December 1998
Job Project Manager at Wachovia
Industry Information Technology and Services
Experience
Wachovia Project ManagerKPMG IBM Price Waterhouse CP&L TXU1988 - 2007
Citibank/Convergys/BAC 1998 - 1999
KPMG Peat Marwick October 1997 - December 1998
Severn Trent Plc 1991 - 1993
Reliance Energy Limited 1985 - 1987
Education
University of Houston 1977 — 1981
Daviess County High School 1969 — 1973
Wachovia Project ManagerKPMG IBM Price Waterhouse CP&L TXU1988 - 2007
Citibank/Convergys/BAC 1998 - 1999
KPMG Peat Marwick October 1997 - December 1998
Severn Trent Plc 1991 - 1993
Reliance Energy Limited 1985 - 1987
Education
University of Houston 1977 — 1981
Daviess County High School 1969 — 1973
Marty Louie's KPMG Peat Marwick Experience 1985 - 1987
Job CFO at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap October 2003 - Present
West Marine 1997 - 2000
West Marine Products, Inc. 1997 - 2000
Sony Pictures Entertainment 1987 - 1997
KPMG Peat Marwick 1985 - 1987
Skills
Valuation, Leadership, Finance, Disposition
Education
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
University of California, Los Angeles
BA, Economics
Marcus & Millichap October 2003 - Present
West Marine 1997 - 2000
West Marine Products, Inc. 1997 - 2000
Sony Pictures Entertainment 1987 - 1997
KPMG Peat Marwick 1985 - 1987
Skills
Valuation, Leadership, Finance, Disposition
Education
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
University of California, Los Angeles
BA, Economics
Joan Look's KPMG Peat Marwick Experience January 1989 - June 1989
Job QualityDriven Software Engineer
Industry Computer Software
Experience
IBM June 2015 - Present
IBM February 2003 - July 2013
IBM June 2002 - January 2003
IBM January 2000 - May 2002
IBM June 1999 - December 1999
IBM July 1996 - May 1999
Compuware September 1991 - June 1996
XA Systems July 1989 - August 1991
KPMG Peat Marwick January 1989 - June 1989
Skills
Quality Assurance, DB2, SOA, Software Development, IBM Mainframe, Websphere, Unix, Enterprise Architecture, SDLC, Agile Methodologies, Mainframe, Java Enterprise Edition, Solution Architecture, Software Project..., COBOL, WebSphere Application..., JCL, z/OS, CICS, SQL, ISPF, MVS, Software Engineering, Integration, WebSphere
Education
DePaul University
University of Illinois at Chicago
B.A.
IBM June 2015 - Present
IBM February 2003 - July 2013
IBM June 2002 - January 2003
IBM January 2000 - May 2002
IBM June 1999 - December 1999
IBM July 1996 - May 1999
Compuware September 1991 - June 1996
XA Systems July 1989 - August 1991
KPMG Peat Marwick January 1989 - June 1989
Skills
Quality Assurance, DB2, SOA, Software Development, IBM Mainframe, Websphere, Unix, Enterprise Architecture, SDLC, Agile Methodologies, Mainframe, Java Enterprise Edition, Solution Architecture, Software Project..., COBOL, WebSphere Application..., JCL, z/OS, CICS, SQL, ISPF, MVS, Software Engineering, Integration, WebSphere
Education
DePaul University
University of Illinois at Chicago
B.A.
Romano Ninassi's KPMG Peat Marwick Experience March 1990 - May 1992
Job District Manager, Channel Sales MidAtlantic
Industry Computer Networking
Experience
Hewlett-Packard June 2012 - Present
MicroTech January 2012 - May 2012
VCE, the Virtual Computing Environment Company/Acadia November 2009 - December 2011
Cisco Systems August 2004 - November 2009
Cisco Systems September 2002 - July 2004
Cisco Systems January 2001 - September 2002
Cisco Systems June 1996 - December 2000
Newbridge Networks August 1994 - June 1996
MCI May 1992 - August 1994
KPMG Peat Marwick March 1990 - May 1992
Skills
Cloud Computing, Data Center, Cisco, Channel, Channel Partners, Business Alliances, Solution Selling, EMC, OEMs, Global Experience, Cisco Technologies, Virtualization, Start-up Environment, Strategic Partnerships, VMware, Business Development
Education
University of Florida
B.S., Electrical Engineering
Hewlett-Packard June 2012 - Present
MicroTech January 2012 - May 2012
VCE, the Virtual Computing Environment Company/Acadia November 2009 - December 2011
Cisco Systems August 2004 - November 2009
Cisco Systems September 2002 - July 2004
Cisco Systems January 2001 - September 2002
Cisco Systems June 1996 - December 2000
Newbridge Networks August 1994 - June 1996
MCI May 1992 - August 1994
KPMG Peat Marwick March 1990 - May 1992
Skills
Cloud Computing, Data Center, Cisco, Channel, Channel Partners, Business Alliances, Solution Selling, EMC, OEMs, Global Experience, Cisco Technologies, Virtualization, Start-up Environment, Strategic Partnerships, VMware, Business Development
Education
University of Florida
B.S., Electrical Engineering
Sara Wade's KPMG Peat Marwick Experience July 1992 - July 1995
Job SVP & Chief HR Officer at Express Scripts
Industry Human Resources
Experience
Express Scripts December 2010 - Present
Express Scripts June 2009 - December 2010
Coca-Cola Enterprises April 2008 - June 2009
Patriot Coal Corporation November 2007 - April 2008
Peabody Energy May 2006 - November 2007
Peabody Energy November 2004 - May 2006
Peabody Energy February 2003 - November 2004
Peabody Energy November 2000 - January 2003
Peabody Energy July 1995 - November 2000
KPMG Peat Marwick July 1992 - July 1995
Skills
Talent Management, Performance Management, Succession Planning, Employee Relations, Human Resources, Compensation, Executive Pay, Employee Engagement, Financial Reporting
Education
Washington University in St. Louis - Olin Business School 2006 — 2007
Executive MBA
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
B.S., Accountancy
..
Kirkwood High School
Express Scripts December 2010 - Present
Express Scripts June 2009 - December 2010
Coca-Cola Enterprises April 2008 - June 2009
Patriot Coal Corporation November 2007 - April 2008
Peabody Energy May 2006 - November 2007
Peabody Energy November 2004 - May 2006
Peabody Energy February 2003 - November 2004
Peabody Energy November 2000 - January 2003
Peabody Energy July 1995 - November 2000
KPMG Peat Marwick July 1992 - July 1995
Skills
Talent Management, Performance Management, Succession Planning, Employee Relations, Human Resources, Compensation, Executive Pay, Employee Engagement, Financial Reporting
Education
Washington University in St. Louis - Olin Business School 2006 — 2007
Executive MBA
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
B.S., Accountancy
..
Kirkwood High School
Dana Drysdale's KPMG Peat Marwick Experience 1981 - 1987
Job Vice President Information Systems at San Jose Water Company
Industry Information Technology and Services
Experience
San Jose Water Company 2000 - Present
SJW Corp. January 2000 - Present
KPMG 1987 - 1991
KPMG Peat Marwick 1981 - 1987
Skills
Enterprise Architecture, Enabling Change, Strategic Planning, Process Improvement, Oracle CC&B, Oracle Enterprise One, HR Development, Team Development, Vendor Relationships, Consultant Relationships, Risk Management, Project Management, Program Management, Contract Negotiation, IT Management, CIO Advisory Services, IT Strategy, Cloud Computing, Management, Business Process, Business Analysis, Oracle CRM, Strategy, Integration
Education
University of California, Santa Cruz 1998 — 2007
Database Development, Info Systems
University of Illinois at Urbana-Champaign 1978 — 2001
San Jose Water Company 2000 - Present
SJW Corp. January 2000 - Present
KPMG 1987 - 1991
KPMG Peat Marwick 1981 - 1987
Skills
Enterprise Architecture, Enabling Change, Strategic Planning, Process Improvement, Oracle CC&B, Oracle Enterprise One, HR Development, Team Development, Vendor Relationships, Consultant Relationships, Risk Management, Project Management, Program Management, Contract Negotiation, IT Management, CIO Advisory Services, IT Strategy, Cloud Computing, Management, Business Process, Business Analysis, Oracle CRM, Strategy, Integration
Education
University of California, Santa Cruz 1998 — 2007
Database Development, Info Systems
University of Illinois at Urbana-Champaign 1978 — 2001
Maria Oliver, PMP, PHR, SHRM-CP's KPMG Peat Marwick Experience January 1997 - June 1998
Job Director of Human Resources at ClearEdge IT Solutions, LLC
Industry Computer Software
Experience
ClearEdge IT Solutions, LLC February 2015 - Present
ClearEdge IT Solutions, LLC July 2013 - February 2015
ClearEdge IT Solutions, LLC June 2011 - July 2013
T. Rowe Price September 2007 - June 2011
T. Rowe Price April 2003 - September 2007
Gemini Consulting September 2002 - November 2002
NextLink Corporation March 2001 - August 2002
PSINet June 1998 - March 2001
KPMG Peat Marwick January 1997 - June 1998
MBNA America Bank, NA April 1988 - January 1997
Skills
Business Analysis, SharePoint, SDLC, Requirements Analysis, Requirements Gathering, Program Management, Visio, MS Project, Vendor Management, Process Improvement, PMP, Software Documentation, Oracle, Management, Project Management, Proposal Writing, ERP, Testing, Business Process..., Business Intelligence, Software Project..., Integration, Business Process, Information Technology, PMO
Education
University of Delaware 1986 — 1990
Bachelor of Science (BS), Psychology
St. Mark's High School 1982 — 1986
HS Diploma
ClearEdge IT Solutions, LLC February 2015 - Present
ClearEdge IT Solutions, LLC July 2013 - February 2015
ClearEdge IT Solutions, LLC June 2011 - July 2013
T. Rowe Price September 2007 - June 2011
T. Rowe Price April 2003 - September 2007
Gemini Consulting September 2002 - November 2002
NextLink Corporation March 2001 - August 2002
PSINet June 1998 - March 2001
KPMG Peat Marwick January 1997 - June 1998
MBNA America Bank, NA April 1988 - January 1997
Skills
Business Analysis, SharePoint, SDLC, Requirements Analysis, Requirements Gathering, Program Management, Visio, MS Project, Vendor Management, Process Improvement, PMP, Software Documentation, Oracle, Management, Project Management, Proposal Writing, ERP, Testing, Business Process..., Business Intelligence, Software Project..., Integration, Business Process, Information Technology, PMO
Education
University of Delaware 1986 — 1990
Bachelor of Science (BS), Psychology
St. Mark's High School 1982 — 1986
HS Diploma
Matt Strom's KPMG Peat Marwick Experience June 1995 - December 1998
Job Consulting Actuary at The Segal Company
Industry Human Resources
Experience
The Segal Company June 2007 - Present
Buck Consultants September 2005 - June 2007
Aon Consulting December 1998 - September 2005
KPMG Peat Marwick June 1995 - December 1998
Skills
Defined Benefit, Actuarial Science, Employee Benefits, Pensions, ERISA, Pension Administration, Retirement, Benefits Administration, Actuarial Consulting, HR Consulting, Pension Funds, Retirement Plan..., 401k, Defined Contribution, ALM
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Actuarial Science
The Segal Company June 2007 - Present
Buck Consultants September 2005 - June 2007
Aon Consulting December 1998 - September 2005
KPMG Peat Marwick June 1995 - December 1998
Skills
Defined Benefit, Actuarial Science, Employee Benefits, Pensions, ERISA, Pension Administration, Retirement, Benefits Administration, Actuarial Consulting, HR Consulting, Pension Funds, Retirement Plan..., 401k, Defined Contribution, ALM
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Actuarial Science
Susan Panzer's KPMG Peat Marwick Experience 1981 - 1985
Job Consultant at Susan B Panzer
Industry Real Estate
Experience
Susan B Panzer January 2014 - Present
Bitter End Yacht Club International April 2005 - December 2013
The Nature Conservancy Illinois Chapter September 2003 - April 2005
Pritzker Realty Group, L.P. 1995 - 2002
Metropolitan Structures 1985 - 1995
KPMG Peat Marwick 1981 - 1985
Skills
Real Estate Development, Accounting, Mergers, Financial Reporting, Asset Managment, Due Diligence, Microsoft Office, Asset Management, Restructuring, Budgets, Management, Real Estate, Strategic Planning, Negotiation, Operations Management, Mergers & Acquisitions, Team Building, Financial Analysis, Contract Negotiation, Finance, Portfolio Management, Cash Management, Start-ups, New Business Development, Property Management, Investment Properties
Education
University of Illinois at Chicago 1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
Untiversity of Illinois Chicago 1972 — 1977
Bachelor's Degree, History of Art and Architecture
Susan B Panzer January 2014 - Present
Bitter End Yacht Club International April 2005 - December 2013
The Nature Conservancy Illinois Chapter September 2003 - April 2005
Pritzker Realty Group, L.P. 1995 - 2002
Metropolitan Structures 1985 - 1995
KPMG Peat Marwick 1981 - 1985
Skills
Real Estate Development, Accounting, Mergers, Financial Reporting, Asset Managment, Due Diligence, Microsoft Office, Asset Management, Restructuring, Budgets, Management, Real Estate, Strategic Planning, Negotiation, Operations Management, Mergers & Acquisitions, Team Building, Financial Analysis, Contract Negotiation, Finance, Portfolio Management, Cash Management, Start-ups, New Business Development, Property Management, Investment Properties
Education
University of Illinois at Chicago 1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
Untiversity of Illinois Chicago 1972 — 1977
Bachelor's Degree, History of Art and Architecture
Tony Altig's KPMG Peat Marwick Experience 1982 - 1988
Job Member Board of Directors at TearLab Corporation
Industry Biotechnology
Experience
Biotix Holdings (formerly Pelican Life Sciences) 2008 - Present
TearLab Corporation 2009 - Present
Assembly Biosciences (Formerly Ventrus Bioschiences) 2012 - Present
Optimer Pharmaceuticals 2007 - 2013
Diversa 2004 - 2007
Maxim Pharmaceuticals 2002 - 2004
NBCi 2000 - 2002
USWeb/CKS 1998 - 2000
Price Waterhouse 1988 - 1997
KPMG Peat Marwick 1982 - 1988
Education
University of Hawaii at Manoa 1980 — 1982
BBA, Business
Mcdaid
Biotix Holdings (formerly Pelican Life Sciences) 2008 - Present
TearLab Corporation 2009 - Present
Assembly Biosciences (Formerly Ventrus Bioschiences) 2012 - Present
Optimer Pharmaceuticals 2007 - 2013
Diversa 2004 - 2007
Maxim Pharmaceuticals 2002 - 2004
NBCi 2000 - 2002
USWeb/CKS 1998 - 2000
Price Waterhouse 1988 - 1997
KPMG Peat Marwick 1982 - 1988
Education
University of Hawaii at Manoa 1980 — 1982
BBA, Business
Mcdaid
Richard Bloom's KPMG Peat Marwick Experience 1987 - 2004
Job Partner | Private Client Services | Trust and Estates | WeiserMazars LLP
Industry Financial Services
Experience
WeiserMazars LLP January 2014 - Present
Rothstein Kass July 2009 - January 2014
Wilmington Family Office July 2006 - June 2009
Deutsche Bank July 2004 - June 2006
KPMG 1987 - 2004
KPMG Peat Marwick 1987 - 2004
Skills
Tax, Corporate Tax, Income Tax, Trusts, Tax Accounting, Partnership Taxation, CPA, Tax Research, Tax Advisory, High Net Worth..., Tax Returns, International Tax, Tax Preparation, Tax Law, Estate Law, Financial Planning
Education
University of Delaware 1983 — 1987
Bachelor of Science, Accounting
Manalapan High School
WeiserMazars LLP January 2014 - Present
Rothstein Kass July 2009 - January 2014
Wilmington Family Office July 2006 - June 2009
Deutsche Bank July 2004 - June 2006
KPMG 1987 - 2004
KPMG Peat Marwick 1987 - 2004
Skills
Tax, Corporate Tax, Income Tax, Trusts, Tax Accounting, Partnership Taxation, CPA, Tax Research, Tax Advisory, High Net Worth..., Tax Returns, International Tax, Tax Preparation, Tax Law, Estate Law, Financial Planning
Education
University of Delaware 1983 — 1987
Bachelor of Science, Accounting
Manalapan High School
Gaston Pilot's KPMG Peat Marwick Experience January 1991 - December 1992
Job CFO/Owner LGP Consulting Group
Industry Consumer Goods
Experience
GWA Wireless February 2009 - November 2013
Tropical Shipping January 2008 - February 2009
Dr Pepper Snapple Group June 2004 - December 2007
Dr Pepper Snapple Group April 2002 - June 2004
PEPSI BOTTLING GROUP March 2001 - March 2002
BAUSCH AND LOMB PHARMACEUTICALS February 1999 - December 2000
LYKES BROS., INC January 1993 - February 1999
KPMG PEAT MARWICK January 1991 - December 1992
Skills
Financial Analysis, Capital Budgeting, Forecasting, CPA, Financial Reporting, MBA, Economic Value Added, Economics, Cash Flow, Logistics, Essbase, TM1, Project Management, Managing P&Ls, GAAP, New Product..., Accounting, Supply Chain Management, Sales, PeopleSoft, Strategic Planning, Budget Process, Strategy, Finance, Management
Education
University of Florida
Bachelor of Science (BS), Finance and Economics
Xavier University
Master of Business Administration (M.B.A.), Accounting
GWA Wireless February 2009 - November 2013
Tropical Shipping January 2008 - February 2009
Dr Pepper Snapple Group June 2004 - December 2007
Dr Pepper Snapple Group April 2002 - June 2004
PEPSI BOTTLING GROUP March 2001 - March 2002
BAUSCH AND LOMB PHARMACEUTICALS February 1999 - December 2000
LYKES BROS., INC January 1993 - February 1999
KPMG PEAT MARWICK January 1991 - December 1992
Skills
Financial Analysis, Capital Budgeting, Forecasting, CPA, Financial Reporting, MBA, Economic Value Added, Economics, Cash Flow, Logistics, Essbase, TM1, Project Management, Managing P&Ls, GAAP, New Product..., Accounting, Supply Chain Management, Sales, PeopleSoft, Strategic Planning, Budget Process, Strategy, Finance, Management
Education
University of Florida
Bachelor of Science (BS), Finance and Economics
Xavier University
Master of Business Administration (M.B.A.), Accounting
Nancy Ogata's KPMG Peat Marwick Experience 1986 - 1989
Job Project Controller at Go Daddy
Industry Museums and Institutions
Experience
GoDaddy October 2013 - Present
E Recycling.com 2012 - 2013
Total Call International, a division of KDDI Japan 2011 - 2012
J. Paul Getty Trust October 2006 - 2009
Earth Tech 2004 - 2006
CB Richard Ellis 1999 - 2004
Transamerica 1995 - 1997
Times Mirror 1992 - 1995
Litton Industries 1989 - 1992
KPMG Peat Marwick 1986 - 1989
Skills
GAAP, SEC reporting, Financial Reporting, General Ledger, Hyperion and Peoplesoft, Due Diligence, Financial Systems..., Internal Controls, SEC filings, Revenue Recognition, Managerial Finance, Accounting, Variance Analysis, Sarbanes-Oxley Act, CPA, Financial Analysis
Education
USC
MBA, Finance and Accounting
University of California, Los Angeles
Bachelor of Arts (B.A.)
GoDaddy October 2013 - Present
E Recycling.com 2012 - 2013
Total Call International, a division of KDDI Japan 2011 - 2012
J. Paul Getty Trust October 2006 - 2009
Earth Tech 2004 - 2006
CB Richard Ellis 1999 - 2004
Transamerica 1995 - 1997
Times Mirror 1992 - 1995
Litton Industries 1989 - 1992
KPMG Peat Marwick 1986 - 1989
Skills
GAAP, SEC reporting, Financial Reporting, General Ledger, Hyperion and Peoplesoft, Due Diligence, Financial Systems..., Internal Controls, SEC filings, Revenue Recognition, Managerial Finance, Accounting, Variance Analysis, Sarbanes-Oxley Act, CPA, Financial Analysis
Education
USC
MBA, Finance and Accounting
University of California, Los Angeles
Bachelor of Arts (B.A.)
Kim Delmont's KPMG Peat Marwick Experience January 1992 - January 1994
Job Marketing Manager
Industry Pharmaceuticals
Experience
Pfizer June 2010 - Present
Christmas is for Children September 1997 - August 2012
Advantage Healthcare Inc. February 2001 - June 2010
PACE, Inc February 1997 - February 2001
Merck & Company, Inc January 1994 - January 1996
KPMG Peat Marwick January 1992 - January 1994
Skills
Pharmaceutical Industry, Market Research, Medical Education, Oncology, Business Development, Product Development, Management, Healthcare, Marketing, Account Management, Cross-functional Team..., Project Management, Business Planning, Strategy, Advertising, Product Launch
Education
University of Hartford 1988 — 1992
BSBA
Middlesex
Pfizer June 2010 - Present
Christmas is for Children September 1997 - August 2012
Advantage Healthcare Inc. February 2001 - June 2010
PACE, Inc February 1997 - February 2001
Merck & Company, Inc January 1994 - January 1996
KPMG Peat Marwick January 1992 - January 1994
Skills
Pharmaceutical Industry, Market Research, Medical Education, Oncology, Business Development, Product Development, Management, Healthcare, Marketing, Account Management, Cross-functional Team..., Project Management, Business Planning, Strategy, Advertising, Product Launch
Education
University of Hartford 1988 — 1992
BSBA
Middlesex
Marlene Theaker's KPMG Peat Marwick Experience 1989 - 2006
Job Controller
Industry Accounting
Experience
Madsen, Prestley & Parenteau 2010 - Present
Smart Business Advisory & Consulting 2006 - 2009
KPMG Peat Marwick 1989 - 2006
Education
The University of Connecticut
MBA
University of Wisconsin-Madison
B.S.
Madsen, Prestley & Parenteau 2010 - Present
Smart Business Advisory & Consulting 2006 - 2009
KPMG Peat Marwick 1989 - 2006
Education
The University of Connecticut
MBA
University of Wisconsin-Madison
B.S.
LeVette Bryant's KPMG Peat Marwick Experience April 1987 - April 1991
Job Operations/Production Manager at Silverman & Light, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Silverman & Light, Inc. May 1991 - Present
KPMG Peat Marwick April 1987 - April 1991
Skills
CAD, Leadership, Management, Microsoft Office, Project Management, Time Management, Microsoft Word, Construction Management, Analysis, IT Strategy, Microsoft Excel, Construction Drawings, MEP, AutoCAD, Salesforce.com, BIM, Photoshop, Electricians, Revit, Architectures, Architecture, Lighting Design
Education
University of Phoenix 2000 — 2002
MBA
University of Houston 1973 — 1978
BA
Silverman & Light, Inc. May 1991 - Present
KPMG Peat Marwick April 1987 - April 1991
Skills
CAD, Leadership, Management, Microsoft Office, Project Management, Time Management, Microsoft Word, Construction Management, Analysis, IT Strategy, Microsoft Excel, Construction Drawings, MEP, AutoCAD, Salesforce.com, BIM, Photoshop, Electricians, Revit, Architectures, Architecture, Lighting Design
Education
University of Phoenix 2000 — 2002
MBA
University of Houston 1973 — 1978
BA
Sue Simon's KPMG Peat Marwick Experience June 1990 - November 1997
Job Regional Wealth Practice Leader, Buck Consultants
Industry Financial Services
Experience
Buck Consultants at Xerox January 2015 - Present
Prudential Retire July 2011 - December 2014
Mercer March 2011 - July 2011
Mercer April 2009 - March 2011
Fidelity Investments March 2008 - February 2009
Chicago Mercantile Exchange September 2005 - March 2008
Towers Perrin December 1997 - March 2005
KPMG Peat Marwick June 1990 - November 1997
Skills
Defined Benefit, Executive Pay, Pensions, Employee Benefits, Retirement, 401k, Defined Contribution, Actuarial Science, ERISA, Pension Funds, Pension Administration, Benefits Administration, Qualified Retirement..., Retirement Plan...
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Actuarial Science
Willowbrook HS 1982 — 1986
Buck Consultants at Xerox January 2015 - Present
Prudential Retire July 2011 - December 2014
Mercer March 2011 - July 2011
Mercer April 2009 - March 2011
Fidelity Investments March 2008 - February 2009
Chicago Mercantile Exchange September 2005 - March 2008
Towers Perrin December 1997 - March 2005
KPMG Peat Marwick June 1990 - November 1997
Skills
Defined Benefit, Executive Pay, Pensions, Employee Benefits, Retirement, 401k, Defined Contribution, Actuarial Science, ERISA, Pension Funds, Pension Administration, Benefits Administration, Qualified Retirement..., Retirement Plan...
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Actuarial Science
Willowbrook HS 1982 — 1986
Risa Erbes's KPMG Peat Marwick Experience March 1992 - July 1996
Job Head of Global Benefits at Merck
Industry Pharmaceuticals
Experience
Merck February 2011 - Present
Merck November 2009 - January 2011
Schering-Plough March 2009 - November 2009
Morgan Stanley July 1996 - March 2009
KPMG Peat Marwick March 1992 - July 1996
Kwasha Lipton 1989 - 1992
Education
University of Florida 1984 — 1989
BS, Math, Statistics, Engineering
West Orange High School
Merck February 2011 - Present
Merck November 2009 - January 2011
Schering-Plough March 2009 - November 2009
Morgan Stanley July 1996 - March 2009
KPMG Peat Marwick March 1992 - July 1996
Kwasha Lipton 1989 - 1992
Education
University of Florida 1984 — 1989
BS, Math, Statistics, Engineering
West Orange High School
Jennifer Perritt, CFP's KPMG Peat Marwick Experience January 1989 - May 1994
Job Retired in Perrittdise
Industry Financial Services
Experience
Perrittdise May 2014 - Present
Ameriprise Financial Services, Inc. August 1997 - April 2014
CompBenefits May 1994 - August 1997
KPMG Peat Marwick January 1989 - May 1994
Skills
Retirement Planning, Insurance, Small Business, Financial Advisory, Finance, Auditing, Financial Goals, Personal Finance, Income Tax, Financial Analysis, Investments, Portfolio Management, Financial Reporting, Saving for Education, Loans, Credit, Strategic Financial..., Accounting, Business Planning
Education
University of Florida 1984 — 1989
Master of Accounting, Accounting
University of Florida - Warrington College Of Business 1984 — 1988
Bachelor of Science, Accounting
Perrittdise May 2014 - Present
Ameriprise Financial Services, Inc. August 1997 - April 2014
CompBenefits May 1994 - August 1997
KPMG Peat Marwick January 1989 - May 1994
Skills
Retirement Planning, Insurance, Small Business, Financial Advisory, Finance, Auditing, Financial Goals, Personal Finance, Income Tax, Financial Analysis, Investments, Portfolio Management, Financial Reporting, Saving for Education, Loans, Credit, Strategic Financial..., Accounting, Business Planning
Education
University of Florida 1984 — 1989
Master of Accounting, Accounting
University of Florida - Warrington College Of Business 1984 — 1988
Bachelor of Science, Accounting
Paul Arrington's KPMG Peat Marwick Experience 1986 - 1994
Job Regional Vice President Strategic Services at Covenant Health
Industry Hospital & Health Care
Experience
Covenant Health February 2013 - Present
St. Dominic Hospital July 2005 - January 2013
Novant Health - Presbyterian Healthcare 1999 - 2005
Research and Planning Consutants, PA 1995 - 1999
KPMG Peat Marwick 1986 - 1994
Skills
Healthcare, Strategic Planning, Business Development, Marketing Strategy, Strategy, Marketing, Leadership, Mergers & Acquisitions, Business Planning, Business Strategy, Hospitals, Project Planning, Budgets, Process Improvement, Physician Relations, Healthcare Management, Healthcare Consulting, Analysis, Managed Care, Consulting, Physicians, Healthcare Information..., Team Building, EHR, Performance Improvement, Revenue Cycle, Operations Management, Data Analysis, Executive Management, Revenue Cycle Management, Medical Devices, Program Management, Change Management, Management, Strategic Communications, Contract Negotiation, Organizational..., Cross-functional Team..., Health Information..., New Business Development, HIPAA, EMR, Healthcare Industry, Medicaid, Meditech, Healthcare Analytics, Ambulatory, Team Leadership, Oncology, Informatics
Education
University of Florida 1983 — 1985
Masters degree, MBA and Master Health Sciences
University of Florida 1977 — 1982
Bachelors degree, Finance, General
Covenant Health February 2013 - Present
St. Dominic Hospital July 2005 - January 2013
Novant Health - Presbyterian Healthcare 1999 - 2005
Research and Planning Consutants, PA 1995 - 1999
KPMG Peat Marwick 1986 - 1994
Skills
Healthcare, Strategic Planning, Business Development, Marketing Strategy, Strategy, Marketing, Leadership, Mergers & Acquisitions, Business Planning, Business Strategy, Hospitals, Project Planning, Budgets, Process Improvement, Physician Relations, Healthcare Management, Healthcare Consulting, Analysis, Managed Care, Consulting, Physicians, Healthcare Information..., Team Building, EHR, Performance Improvement, Revenue Cycle, Operations Management, Data Analysis, Executive Management, Revenue Cycle Management, Medical Devices, Program Management, Change Management, Management, Strategic Communications, Contract Negotiation, Organizational..., Cross-functional Team..., Health Information..., New Business Development, HIPAA, EMR, Healthcare Industry, Medicaid, Meditech, Healthcare Analytics, Ambulatory, Team Leadership, Oncology, Informatics
Education
University of Florida 1983 — 1985
Masters degree, MBA and Master Health Sciences
University of Florida 1977 — 1982
Bachelors degree, Finance, General
Travis Dragomani's KPMG Peat Marwick Experience November 2004 - November 2008
Job Senior Principal ConsultantACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group October 2009 - Present
KPMG Peat Marwick November 2004 - November 2008
NYSE February 2002 - February 2004
Advest, Inc. February 1999 - February 2002
Skills
AML, Securities, Securities Regulation, FINRA, Investment Advisory, Hedge Funds, Investment Management, Fixed Income, SEC, Equities, Mutual Funds, Alternative Investments
Education
University of Connecticut 1992 — 1997
BA, English & History
ACA Compliance Group October 2009 - Present
KPMG Peat Marwick November 2004 - November 2008
NYSE February 2002 - February 2004
Advest, Inc. February 1999 - February 2002
Skills
AML, Securities, Securities Regulation, FINRA, Investment Advisory, Hedge Funds, Investment Management, Fixed Income, SEC, Equities, Mutual Funds, Alternative Investments
Education
University of Connecticut 1992 — 1997
BA, English & History
Shani DeFina's KPMG Peat Marwick Experience June 1994 - June 1995
Job Independent Human Resources Professional
Industry Human Resources
Experience
Millennium Pharmaceuticals April 2007 - March 2010
Millennium Pharmaceuticals 2002 - 2005
Millennium Pharmaceuticals 1995 - 2002
KPMG Peat Marwick June 1994 - June 1995
Skills
Internal Communications, Corporate Communications, Human Resources, Recruiting, Corporate Branding, Temporary Placement, Talent Management, Public Relations, Cross-functional Team..., Organizational...
Education
University of Connecticut 1987 — 1992
Millennium Pharmaceuticals April 2007 - March 2010
Millennium Pharmaceuticals 2002 - 2005
Millennium Pharmaceuticals 1995 - 2002
KPMG Peat Marwick June 1994 - June 1995
Skills
Internal Communications, Corporate Communications, Human Resources, Recruiting, Corporate Branding, Temporary Placement, Talent Management, Public Relations, Cross-functional Team..., Organizational...
Education
University of Connecticut 1987 — 1992
Howard Crossman's KPMG Peat Marwick Experience 1967 - 2001
Job Owner, H F Crossman CPA PA
Industry Accounting
Experience
H F Crossman CPA PA Retired PartnerKPMG LLP1967 - 2001
KPMG Peat Marwick 1967 - 2001
Education
University of Connecticut 1961 — 1965
H F Crossman CPA PA Retired PartnerKPMG LLP1967 - 2001
KPMG Peat Marwick 1967 - 2001
Education
University of Connecticut 1961 — 1965
Darin Walt's KPMG Peat Marwick Experience 1991 - 2008
Job at Deloitte
Industry Accounting
Experience
Deloitte December 2008 - Present
KPMG LLP October 1991 - December 2008
KPMG Peat Marwick 1991 - 2008
KPMG - Los Angeles 1991 - 1998
Education
University of California, Santa Barbara 1988 — 1991
Deloitte December 2008 - Present
KPMG LLP October 1991 - December 2008
KPMG Peat Marwick 1991 - 2008
KPMG - Los Angeles 1991 - 1998
Education
University of California, Santa Barbara 1988 — 1991
Sandra Halin-Adams's KPMG Peat Marwick Experience January 1994 - June 1998
Job Executive DirectorGlobal Compliance and Reporting at Ernst & Young
Industry Accounting
Experience
Ernst & Young January 2009 - Present
Ernst & Young January 2006 - December 2008
Ernst & Young January 2005 - December 2005
EY January 2001 - December 2004
EY June 1998 - December 2000
KPMG Peat Marwick January 1994 - June 1998
Cuthill & Eddy January 1991 - December 1993
Skills
Tax, Accounting, Management, Outsourcing, Leadership, Analysis, Corporate Tax, Financial Reporting, Statutory Accounting
Education
University of Central Florida 1988 — 1990
Master's degree, Taxation, 3.80
University of Central Florida 1984 — 1988
Bachelor's degree, Accounting and Business/Management, 3.93
Ernst & Young January 2009 - Present
Ernst & Young January 2006 - December 2008
Ernst & Young January 2005 - December 2005
EY January 2001 - December 2004
EY June 1998 - December 2000
KPMG Peat Marwick January 1994 - June 1998
Cuthill & Eddy January 1991 - December 1993
Skills
Tax, Accounting, Management, Outsourcing, Leadership, Analysis, Corporate Tax, Financial Reporting, Statutory Accounting
Education
University of Central Florida 1988 — 1990
Master's degree, Taxation, 3.80
University of Central Florida 1984 — 1988
Bachelor's degree, Accounting and Business/Management, 3.93
Sherri Kelsey's KPMG Peat Marwick Experience 1999 - 2001
Job Independent Human Resources Professional
Industry Human Resources
Experience
Best Buy 2001 - 2002
KPMG Peat Marwick 1999 - 2001
CarsDirect.com 1998 - 1999
Education
University of Colorado Boulder 1991 — 1995
BA
Best Buy 2001 - 2002
KPMG Peat Marwick 1999 - 2001
CarsDirect.com 1998 - 1999
Education
University of Colorado Boulder 1991 — 1995
BA
Doris Zulueta Pujol's KPMG Peat Marwick Experience 1990 - 1996
Job Financial Accounting Consultant
Industry Accounting
Experience
Self employed July 2003 - Present
Watsco 1997 - 2006
KPMG Peat Marwick 1990 - 1996
Education
University of Florida 1985 — 1990
Bachelors, Masters, Accounting
South Miami
South Miami
South Miami
Self employed July 2003 - Present
Watsco 1997 - 2006
KPMG Peat Marwick 1990 - 1996
Education
University of Florida 1985 — 1990
Bachelors, Masters, Accounting
South Miami
South Miami
South Miami
Darrell Yamagata's KPMG Peat Marwick Experience January 1990 - July 1993
Job Vice President at First Hawaiian Bank
Industry Banking
Experience
First Hawaiian Bank September 2010 - Present
American Savings Bank November 1999 - September 2010
Bank of Hawaii July 1993 - November 1999
KPMG Peat Marwick January 1990 - July 1993
Skills
Banking, Private Banking, Loans, Credit, Investments, Wealth Management, Commercial Lending, Financial Analysis, Commercial Banking, Strategic Financial..., Finance, Mortgage Lending, Asset Management, Due Diligence, Credit Analysis, Portfolio Management, Loan Origination, Underwriting, Credit Risk, Financial Modeling
Education
University of Hawaii at Manoa 1979 — 1984
BA, Economics
Mid-Pacific Institute 1975 — 1979
Hawaii Pacific College
Accounting
First Hawaiian Bank September 2010 - Present
American Savings Bank November 1999 - September 2010
Bank of Hawaii July 1993 - November 1999
KPMG Peat Marwick January 1990 - July 1993
Skills
Banking, Private Banking, Loans, Credit, Investments, Wealth Management, Commercial Lending, Financial Analysis, Commercial Banking, Strategic Financial..., Finance, Mortgage Lending, Asset Management, Due Diligence, Credit Analysis, Portfolio Management, Loan Origination, Underwriting, Credit Risk, Financial Modeling
Education
University of Hawaii at Manoa 1979 — 1984
BA, Economics
Mid-Pacific Institute 1975 — 1979
Hawaii Pacific College
Accounting
Dean Orr's KPMG Peat Marwick Experience January 1985 - June 1990
Job CPA, CVA, President at Orr and Company
Industry Accounting
Experience
Orr and Company November 2007 - Present
Tschopp, Whitcomb & Orr January 1998 - October 2007
Orr & Associates January 1994 - December 1997
Orr, LeMastus & Company July 1990 - December 1993
KPMG Peat Marwick January 1985 - June 1990
Cherry, Bekaert & Holland July 1981 - December 1984
Skills
Tax, Accounting, Tax Preparation, S Corporations, Partnership Taxation, Corporate Tax, Business Performance..., Business Valuation, Tax Research, Tax Accounting, QuickBooks, Auditing, Financial Accounting, Estate Tax Planning, GAAP, Financial Reporting, Strategic Consulting, Tax Returns, Income Tax, CPA, Strategic Planning, Tax Advisory, Budgets, Internal Controls
Education
University of Central Florida - College of Business Administration 1979 — 1981
BSBA, Accounting
Orr and Company November 2007 - Present
Tschopp, Whitcomb & Orr January 1998 - October 2007
Orr & Associates January 1994 - December 1997
Orr, LeMastus & Company July 1990 - December 1993
KPMG Peat Marwick January 1985 - June 1990
Cherry, Bekaert & Holland July 1981 - December 1984
Skills
Tax, Accounting, Tax Preparation, S Corporations, Partnership Taxation, Corporate Tax, Business Performance..., Business Valuation, Tax Research, Tax Accounting, QuickBooks, Auditing, Financial Accounting, Estate Tax Planning, GAAP, Financial Reporting, Strategic Consulting, Tax Returns, Income Tax, CPA, Strategic Planning, Tax Advisory, Budgets, Internal Controls
Education
University of Central Florida - College of Business Administration 1979 — 1981
BSBA, Accounting
Ana-Maria Aney's KPMG Peat Marwick Experience 1995 - 2002
Job
Industry Accounting
Experience
Sentinel Real Estate January 2010 - Present
RSM McGladrey January 2006 - April 2010
Citrin Cooperman & Company, LLP 2002 - 2004
The Ryland Group 2000 - 2002
KPMG Peat Marwick 1995 - 2002
Education
University of California, Los Angeles 1993 — 1995
BA
Sentinel Real Estate January 2010 - Present
RSM McGladrey January 2006 - April 2010
Citrin Cooperman & Company, LLP 2002 - 2004
The Ryland Group 2000 - 2002
KPMG Peat Marwick 1995 - 2002
Education
University of California, Los Angeles 1993 — 1995
BA
Susan Nieland's KPMG Peat Marwick Experience January 1996 - March 1997
Job Senior Financial Consultant at CFO Solutions, LLC
Industry Financial Services
Experience
CFO Solutions, LLC August 2012 - Present
Serve an American Express Company November 2006 - June 2012
Pinnacle Financial Corporation September 2004 - September 2006
United Asset Coverage November 2000 - May 2004
Old Second National Bank February 1998 - August 2000
Dovenmuehle Mortgage March 1997 - February 1998
KPMG Peat Marwick January 1996 - March 1997
Virginia Beach Federal Savings Bank March 1992 - December 1995
Skills
Process Improvement, Financial System..., Internal Control..., Team Building, Financial Reporting, Policy Definition, Procedure Development, Strategic Planning, Budget Process, Operating Budgets, Cash Management, Cash Flow Forecasting, External Audit, Annual Reports, Oracle E-Business Suite, Oracle Reports, Oracle R12 Financials, Great Plains Software, Microsoft Dynamics, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Controls, Finance, Risk Management, Account Reconciliation, Auditing, General Ledger, Banking, Budgets, Analysis, CPA, Forecasting, Financial Services, Management, Leadership, Executive Management, Financial Statements, Financial Modeling, Start-ups, Mergers & Acquisitions, Due Diligence, Fixed Assets, Corporate Finance, Business Strategy
Education
University of Virginia 1993 — 1995
Virginia Bankers' School of Bank Management, Banking
University of Hawaii at Manoa
BBA, Accounting
University of Wisconsin-Milwaukee - School of Business Administration
None, Business Administration
CFO Solutions, LLC August 2012 - Present
Serve an American Express Company November 2006 - June 2012
Pinnacle Financial Corporation September 2004 - September 2006
United Asset Coverage November 2000 - May 2004
Old Second National Bank February 1998 - August 2000
Dovenmuehle Mortgage March 1997 - February 1998
KPMG Peat Marwick January 1996 - March 1997
Virginia Beach Federal Savings Bank March 1992 - December 1995
Skills
Process Improvement, Financial System..., Internal Control..., Team Building, Financial Reporting, Policy Definition, Procedure Development, Strategic Planning, Budget Process, Operating Budgets, Cash Management, Cash Flow Forecasting, External Audit, Annual Reports, Oracle E-Business Suite, Oracle Reports, Oracle R12 Financials, Great Plains Software, Microsoft Dynamics, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Controls, Finance, Risk Management, Account Reconciliation, Auditing, General Ledger, Banking, Budgets, Analysis, CPA, Forecasting, Financial Services, Management, Leadership, Executive Management, Financial Statements, Financial Modeling, Start-ups, Mergers & Acquisitions, Due Diligence, Fixed Assets, Corporate Finance, Business Strategy
Education
University of Virginia 1993 — 1995
Virginia Bankers' School of Bank Management, Banking
University of Hawaii at Manoa
BBA, Accounting
University of Wisconsin-Milwaukee - School of Business Administration
None, Business Administration
Rebecca Wilkins's KPMG Peat Marwick Experience 1984 - 1995
Job Executive Director at TJNUSA and the FACT Coalition
Industry Public Policy
Experience
Tax Justice Network-USA and the FACT Coalition January 2015 - Present
Citizens for Tax Justice January 2009 - January 2015
University of Denver Graduate Tax Program June 1995 - 2009
National Women's Law Center 2007 - 2007
Zarlengo, Wilkins & Co., P.C. 2002 - 2004
Wilson, Wilkins & Co., P.C. 1995 - 2001
KPMG Peat Marwick 1984 - 1995
Skills
Legal Writing, Policy, Advocacy, Corporate Tax, Tax Law, Tax, Non-profits, Public Policy
Education
University of Denver - Sturm College of Law 2005 — 2008
J.D.
University of Denver Graduate Tax Program 1989 — 1991
Masters in Taxation
Putnam City West HS 1972 — 1976
Tax Justice Network-USA and the FACT Coalition January 2015 - Present
Citizens for Tax Justice January 2009 - January 2015
University of Denver Graduate Tax Program June 1995 - 2009
National Women's Law Center 2007 - 2007
Zarlengo, Wilkins & Co., P.C. 2002 - 2004
Wilson, Wilkins & Co., P.C. 1995 - 2001
KPMG Peat Marwick 1984 - 1995
Skills
Legal Writing, Policy, Advocacy, Corporate Tax, Tax Law, Tax, Non-profits, Public Policy
Education
University of Denver - Sturm College of Law 2005 — 2008
J.D.
University of Denver Graduate Tax Program 1989 — 1991
Masters in Taxation
Putnam City West HS 1972 — 1976
Grant Milleret's KPMG Peat Marwick Experience January 1985 - March 1992
Job Owner, Grant J. MIlleret CPA
Industry Accounting
Experience
Grant J. MIlleret CPA January 1995 - Present
Arthur Andersen April 1992 - December 1994
KPMG Peat Marwick January 1985 - March 1992
Skills
Tax, Financial Reporting, Tax Accounting, Auditing, Accounting, Financial Analysis, Corporate Tax, GAAP, Internal Controls, Tax Preparation
Education
University of Kansas - Graduate School of Business 1976 — 1977
MS, Business & Accounting
Grant J. MIlleret CPA January 1995 - Present
Arthur Andersen April 1992 - December 1994
KPMG Peat Marwick January 1985 - March 1992
Skills
Tax, Financial Reporting, Tax Accounting, Auditing, Accounting, Financial Analysis, Corporate Tax, GAAP, Internal Controls, Tax Preparation
Education
University of Kansas - Graduate School of Business 1976 — 1977
MS, Business & Accounting
Jennifer Garbarino's KPMG Peat Marwick Experience January 1988 - August 1994
Job Program Manager at The University of Maryland Medical System
Industry Hospital & Health Care
Experience
The University of Maryland Medical System October 2014 - Present
University of Maryland Medical System January 2010 - Present
Garbarino Consulting January 1995 - January 2010
KPMG Peat Marwick January 1988 - August 1994
Compucare 1984 - 1988
Skills
Strategic Planning, Project Management, Software Project..., System Selection, Healthcare Information..., Healthcare Consulting, Healthcare, Hospitals, Meditech, Quality Assurance, Project Planning, Midas Plus, ImageNow, System Testing, Integration, HIPAA, EMR, Management, Process Improvement, EHR, Informatics, Program Management, Consulting, Software Documentation
Education
University of Delaware
Bachelor, Arts
The University of Maryland Medical System October 2014 - Present
University of Maryland Medical System January 2010 - Present
Garbarino Consulting January 1995 - January 2010
KPMG Peat Marwick January 1988 - August 1994
Compucare 1984 - 1988
Skills
Strategic Planning, Project Management, Software Project..., System Selection, Healthcare Information..., Healthcare Consulting, Healthcare, Hospitals, Meditech, Quality Assurance, Project Planning, Midas Plus, ImageNow, System Testing, Integration, HIPAA, EMR, Management, Process Improvement, EHR, Informatics, Program Management, Consulting, Software Documentation
Education
University of Delaware
Bachelor, Arts
Rebecca Spence's KPMG Peat Marwick Experience 1988 - 1992
Job Indpendent Representative at Silpada Designs
Industry Luxury Goods & Jewelry
Experience
Silpada Designs September 2008 - Present
Wareham Development 1999 - 1999
Meridian Industrial Trust October 1998 - 1999
Trammell Crow Residential 1992 - 1998
KPMG Peat Marwick 1988 - 1992
Education
University of Iowa 1984 — 1989
BBA, Accounting
Silpada Designs September 2008 - Present
Wareham Development 1999 - 1999
Meridian Industrial Trust October 1998 - 1999
Trammell Crow Residential 1992 - 1998
KPMG Peat Marwick 1988 - 1992
Education
University of Iowa 1984 — 1989
BBA, Accounting
Dick Taulbee's KPMG Peat Marwick Experience 1981 - 1989
Job Retired
Industry Financial Services
Experience
Home September 2013 - Present
Western & Southern Financial Group February 1989 - August 2013
KPMG Peat Marwick 1981 - 1989
Skills
Strategic Financial..., Management, Microsoft Excel, Portfolio Management, Finance, Financial Analysis, Insurance, Internal Audit, Asset Management, Retirement Planning, Internal Controls, Financial Modeling, Mutual Funds, Business Planning, Securities, Financial Planning, CPA, GAAP, Sarbanes-Oxley Act, Due Diligence, Financial Accounting, Financial Planners, Team Building, SEC Filings, Financial Services
Education
University of Cincinnati College of Business 1971 — 1974
BBA, Accounting
Home September 2013 - Present
Western & Southern Financial Group February 1989 - August 2013
KPMG Peat Marwick 1981 - 1989
Skills
Strategic Financial..., Management, Microsoft Excel, Portfolio Management, Finance, Financial Analysis, Insurance, Internal Audit, Asset Management, Retirement Planning, Internal Controls, Financial Modeling, Mutual Funds, Business Planning, Securities, Financial Planning, CPA, GAAP, Sarbanes-Oxley Act, Due Diligence, Financial Accounting, Financial Planners, Team Building, SEC Filings, Financial Services
Education
University of Cincinnati College of Business 1971 — 1974
BBA, Accounting
Jeff Jones, PMP, CSM's KPMG Peat Marwick Experience January 1982 - January 1985
Job Director Project Management
Industry Management Consulting
Experience
Anexinet December 2008 - Present
JJ Jones, LLC July 2000 - December 2008
JPMorgan Chase January 1985 - April 2000
KPMG Peat Marwick January 1982 - January 1985
Skills
Vendor Management, PMO, PMP, Enterprise Architecture, Project Management, Management, Start-ups, Strategic Planning, Consulting, Financial Services, Banking, Accounting, Business Analysis, Business Intelligence, IT Strategy
Education
University of Delaware 1978 — 1981
MBA, Accounting
University of Delaware 1973 — 1977
BS, Accounting
Anexinet December 2008 - Present
JJ Jones, LLC July 2000 - December 2008
JPMorgan Chase January 1985 - April 2000
KPMG Peat Marwick January 1982 - January 1985
Skills
Vendor Management, PMO, PMP, Enterprise Architecture, Project Management, Management, Start-ups, Strategic Planning, Consulting, Financial Services, Banking, Accounting, Business Analysis, Business Intelligence, IT Strategy
Education
University of Delaware 1978 — 1981
MBA, Accounting
University of Delaware 1973 — 1977
BS, Accounting
John Michalik's KPMG Peat Marwick Experience November 1983 - October 1988
Job Management accountant
Industry Accounting
Experience
Hartford Parking Authority June 2004 - April 2014
Lucas Aerospace March 1994 - April 1996
Lucas Aerospace October 1988 - March 1994
KPMG Peat Marwick November 1983 - October 1988
Coopers & Lybrand Consulting June 1981 - November 1983
Skills
Financial Analysis, Managerial Finance, Financial Reporting, Accounting, Budgets, Risk Management, Financial Modeling, Internal Controls, Finance, Strategic Planning, Corporate Finance, Auditing, Strategic Financial..., Forecasting, Analysis
Education
University of New Haven 1974 — 1976
Master's Degree, Community Psychology
University of Connecticut 1967 — 1971
Bachelor's Degree, Accounting
Hartford Parking Authority June 2004 - April 2014
Lucas Aerospace March 1994 - April 1996
Lucas Aerospace October 1988 - March 1994
KPMG Peat Marwick November 1983 - October 1988
Coopers & Lybrand Consulting June 1981 - November 1983
Skills
Financial Analysis, Managerial Finance, Financial Reporting, Accounting, Budgets, Risk Management, Financial Modeling, Internal Controls, Finance, Strategic Planning, Corporate Finance, Auditing, Strategic Financial..., Forecasting, Analysis
Education
University of New Haven 1974 — 1976
Master's Degree, Community Psychology
University of Connecticut 1967 — 1971
Bachelor's Degree, Accounting
Darren Abadi, CPA's KPMG Peat Marwick Experience June 2010 - June 2012
Job Senior Tax Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2013 - Present
Ernst & Young June 2012 - September 2013
KPMG Peat Marwick June 2010 - June 2012
True Partners Consulting December 2007 - June 2010
KPMG Peat Marwick June 2005 - December 2007
Education
University of Central Florida
MS, Accounting
University of Florida
BS, Accounting
Ernst & Young September 2013 - Present
Ernst & Young June 2012 - September 2013
KPMG Peat Marwick June 2010 - June 2012
True Partners Consulting December 2007 - June 2010
KPMG Peat Marwick June 2005 - December 2007
Education
University of Central Florida
MS, Accounting
University of Florida
BS, Accounting
Doug Westholm's KPMG Peat Marwick Experience 1986 - 1989
Job Manager Cost Accounting at JennieO Turkey Store
Industry Food Production
Experience
Jennie-O Turkey Store September 1998 - Present
General Growth Properties 1990 - 1998
Allied Group Insurance Services 1989 - 1990
KPMG Peat Marwick 1986 - 1989
Skills
Accounting, Financial Analysis, Cost Accounting, Forecasting, Fixed Assets, Financial Reporting, Budgets, Microsoft Excel, Process Improvement, General Ledger, Internal Controls, Variance Analysis, Microsoft Office, Strategic Planning, Project Management, Customer Service
Education
University of Iowa 1982 — 1986
BBA, Accounting
Jennie-O Turkey Store September 1998 - Present
General Growth Properties 1990 - 1998
Allied Group Insurance Services 1989 - 1990
KPMG Peat Marwick 1986 - 1989
Skills
Accounting, Financial Analysis, Cost Accounting, Forecasting, Fixed Assets, Financial Reporting, Budgets, Microsoft Excel, Process Improvement, General Ledger, Internal Controls, Variance Analysis, Microsoft Office, Strategic Planning, Project Management, Customer Service
Education
University of Iowa 1982 — 1986
BBA, Accounting
Shelly (Jones) Malone's KPMG Peat Marwick Experience September 1988 - May 1991
Job Senior Manager at Burdette Smith & Bish, LLC
Industry Accounting
Experience
Burdette Smith & Bish LLC September 2005 - Present
Cherry, Bekaert & Holland January 2001 - August 2005
Association of Universities for Research in Astronomy 1998 - 2001
DRCS July 1996 - June 1998
National Confectioners Association July 1994 - July 1996
Dole Food Company May 1991 - April 1994
KPMG Peat Marwick September 1988 - May 1991
Skills
Auditing, Consolidation, Forensic Accounting, Accounting, DCAA, SEC filings, Tax, GAAP, CPA, External Audit, Cost Accounting, US GAAP, Financial Reporting, Revenue Recognition, Certified Fraud Examiner, Big 4, Assurance, Internal Controls, General Ledger, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, Payroll, Tax Returns, Finance, Income Tax, Financial Analysis, Financial Accounting, Business Valuation
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Accounting
Burdette Smith & Bish LLC September 2005 - Present
Cherry, Bekaert & Holland January 2001 - August 2005
Association of Universities for Research in Astronomy 1998 - 2001
DRCS July 1996 - June 1998
National Confectioners Association July 1994 - July 1996
Dole Food Company May 1991 - April 1994
KPMG Peat Marwick September 1988 - May 1991
Skills
Auditing, Consolidation, Forensic Accounting, Accounting, DCAA, SEC filings, Tax, GAAP, CPA, External Audit, Cost Accounting, US GAAP, Financial Reporting, Revenue Recognition, Certified Fraud Examiner, Big 4, Assurance, Internal Controls, General Ledger, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, Payroll, Tax Returns, Finance, Income Tax, Financial Analysis, Financial Accounting, Business Valuation
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Accounting
Gary Tringas's KPMG Peat Marwick Experience February 1988 - February 1994
Job Member at Warren Averett, LLC
Industry Accounting
Experience
Warren Averett, LLC -Warren Averett O'Sullivan Creel Division February 1994 - Present
KPMG Peat Marwick February 1988 - February 1994
Skills
Corporate Tax, Tax, Accounting, Income Tax, Tax Return Preparation, Tax Preparation, Tax Returns, QuickBooks, CPA, Tax Accounting, Financial Statements, Tax Research, Partnership Taxation, GAAP, Internal Controls, General Ledger, S Corporations, SEC filings, Financial Accounting, Estate Tax Planning, Forensic Accounting, Auditing, Business Valuation, Financial Reporting, Strategic Financial..., US GAAP, Sales Tax, Accountants, Tax Advisory, Bookkeeping, Small Business, Financial Planners, Sarbanes-Oxley Act, Payroll, International Tax, Cash Flow
Education
University of Florida 1983 — 1987
Maters, Accounting
Warren Averett, LLC -Warren Averett O'Sullivan Creel Division February 1994 - Present
KPMG Peat Marwick February 1988 - February 1994
Skills
Corporate Tax, Tax, Accounting, Income Tax, Tax Return Preparation, Tax Preparation, Tax Returns, QuickBooks, CPA, Tax Accounting, Financial Statements, Tax Research, Partnership Taxation, GAAP, Internal Controls, General Ledger, S Corporations, SEC filings, Financial Accounting, Estate Tax Planning, Forensic Accounting, Auditing, Business Valuation, Financial Reporting, Strategic Financial..., US GAAP, Sales Tax, Accountants, Tax Advisory, Bookkeeping, Small Business, Financial Planners, Sarbanes-Oxley Act, Payroll, International Tax, Cash Flow
Education
University of Florida 1983 — 1987
Maters, Accounting
Holly Unck's KPMG Peat Marwick Experience 1998 - 2004
Job Senior Managing Consultant at Paradigm Tax Group
Industry Accounting
Experience
Paradigm Tax Group October 2008 - Present
RSM McGladrey, Inc 2007 - 2008
Insight 2005 - 2007
KPMG 1998 - 2004
KPMG Peat Marwick 1998 - 2004
Arizona Department of Revenue 1992 - 1998
Skills
Tax Research, Tax Dispute Resolution, Sales Tax, Tax Credits, Tax, International Tax, Due Diligence, Income Tax, Tax Law, Corporate Tax, Tax Advisory, Auditing, Tax Accounting, CPA, Property Tax, Accounting, Financial Analysis
Education
University of Illinois College of Law 1983 — 1988
JD, Law
Paradigm Tax Group October 2008 - Present
RSM McGladrey, Inc 2007 - 2008
Insight 2005 - 2007
KPMG 1998 - 2004
KPMG Peat Marwick 1998 - 2004
Arizona Department of Revenue 1992 - 1998
Skills
Tax Research, Tax Dispute Resolution, Sales Tax, Tax Credits, Tax, International Tax, Due Diligence, Income Tax, Tax Law, Corporate Tax, Tax Advisory, Auditing, Tax Accounting, CPA, Property Tax, Accounting, Financial Analysis
Education
University of Illinois College of Law 1983 — 1988
JD, Law
Ann Nakagawa's KPMG Peat Marwick Experience July 1982 - December 1987
Job Chief Financial Officer at Hawaii Housing Finance and Development Corporation
Industry Insurance
Experience
Hawaii Housing Finance and Development Corporation June 2013 - Present
Farmers Insurance Hawaii, Inc. August 1996 - June 2013
AIG Hawaii Insurance Company, Inc. August 1996 - January 2010
Grand Pacific Life Insurance Company, Ltd. April 1996 - August 1996
Hawaiian Insurance & Guaranty Company, Ltd. December 1987 - April 1996
KPMG Peat Marwick July 1982 - December 1987
Skills
CPA, Managerial Skills, Finance, Accounting, Information Technology, Strategic Planning, Facilities Management, Organizational..., Investment Management
Education
University of Hawaii - Shidler College of Business
MBA, Business
University of Colorado Boulder - Leeds School of Business 1977 — 1979
BS, Accounting
Kalani High School 1973 — 1975
Hawaii Housing Finance and Development Corporation June 2013 - Present
Farmers Insurance Hawaii, Inc. August 1996 - June 2013
AIG Hawaii Insurance Company, Inc. August 1996 - January 2010
Grand Pacific Life Insurance Company, Ltd. April 1996 - August 1996
Hawaiian Insurance & Guaranty Company, Ltd. December 1987 - April 1996
KPMG Peat Marwick July 1982 - December 1987
Skills
CPA, Managerial Skills, Finance, Accounting, Information Technology, Strategic Planning, Facilities Management, Organizational..., Investment Management
Education
University of Hawaii - Shidler College of Business
MBA, Business
University of Colorado Boulder - Leeds School of Business 1977 — 1979
BS, Accounting
Kalani High School 1973 — 1975
Paul Middleton's KPMG Peat Marwick Experience September 1991 - December 1997
Job Chief Financial Officer at Plug Power
Industry Electrical/Electronic Manufacturing
Experience
Plug Power November 2014 - Present
Rogers Corporation February 2010 - August 2014
Rogers Corporation February 2005 - February 2010
Rogers Corporation January 2005 - March 2006
Rogers Corporation December 2001 - February 2005
Cooper Industries December 1999 - December 2001
Cooper Industries December 1997 - December 1999
KPMG Peat Marwick September 1991 - December 1997
KPMG US April 1994 - April 1996
Skills
Auditing, Internal Audit, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, SEC filings, Finance, Strategic Planning, Cost Accounting, Accounting, Mergers & Acquisitions, Financial Modeling, Due Diligence, Sarbanes-Oxley, US GAAP, Forecasting, External Audit, Corporate Finance, Cash Management, Managerial Finance, Business Planning, Financial Audits, GAAP, Financial Accounting, Process Improvement, Consolidation, General Ledger, SEC reporting, Risk Management, Capital Markets, Acquisition Integration, Cross-functional Team..., Financial Systems..., Project Management, Treasury, SEC Filings
Education
University of Central Florida 1991 — 1994
Master's Degree, Accounting
University of Central Florida - College of Business Administration 1986 — 1991
Bachelor's Degree, Accounting
Plug Power November 2014 - Present
Rogers Corporation February 2010 - August 2014
Rogers Corporation February 2005 - February 2010
Rogers Corporation January 2005 - March 2006
Rogers Corporation December 2001 - February 2005
Cooper Industries December 1999 - December 2001
Cooper Industries December 1997 - December 1999
KPMG Peat Marwick September 1991 - December 1997
KPMG US April 1994 - April 1996
Skills
Auditing, Internal Audit, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, SEC filings, Finance, Strategic Planning, Cost Accounting, Accounting, Mergers & Acquisitions, Financial Modeling, Due Diligence, Sarbanes-Oxley, US GAAP, Forecasting, External Audit, Corporate Finance, Cash Management, Managerial Finance, Business Planning, Financial Audits, GAAP, Financial Accounting, Process Improvement, Consolidation, General Ledger, SEC reporting, Risk Management, Capital Markets, Acquisition Integration, Cross-functional Team..., Financial Systems..., Project Management, Treasury, SEC Filings
Education
University of Central Florida 1991 — 1994
Master's Degree, Accounting
University of Central Florida - College of Business Administration 1986 — 1991
Bachelor's Degree, Accounting
Jim Huebner's KPMG Peat Marwick Experience January 1987 - May 1991
Job Finance Director at Travelers
Industry Insurance
Experience
Travelers December 2013 - Present
The Hartford March 2013 - November 2013
Travelers Insurance July 2009 - March 2013
CIGNA / IT Finance September 2001 - June 2009
ATMI June 2000 - July 2001
Aetna / Aetna International Inc. March 1999 - May 2000
Aetna / Aetna International Inc. August 1996 - February 1999
Aetna / Aetna International Inc. January 1995 - July 1996
Aetna / Aetna International Inc. May 1991 - December 1994
KPMG Peat Marwick January 1987 - May 1991
Skills
Thought Leadership, Business Planning, Financial Analysis, Forecasting, Financial Modeling, Total Cost of Ownership, Financial Systems, Business Intelligence, Data Mining, Expense Controls, Capital Budgeting, Corporate Tax, TM1, Cognos, Hyperion Enterprise, MS Excel Pivot Tables, Access, PowerPoint
Education
University of Hartford 1990 — 1993
MS, Taxation
University of Connecticut 1982 — 1986
BS, Accounting
Travelers December 2013 - Present
The Hartford March 2013 - November 2013
Travelers Insurance July 2009 - March 2013
CIGNA / IT Finance September 2001 - June 2009
ATMI June 2000 - July 2001
Aetna / Aetna International Inc. March 1999 - May 2000
Aetna / Aetna International Inc. August 1996 - February 1999
Aetna / Aetna International Inc. January 1995 - July 1996
Aetna / Aetna International Inc. May 1991 - December 1994
KPMG Peat Marwick January 1987 - May 1991
Skills
Thought Leadership, Business Planning, Financial Analysis, Forecasting, Financial Modeling, Total Cost of Ownership, Financial Systems, Business Intelligence, Data Mining, Expense Controls, Capital Budgeting, Corporate Tax, TM1, Cognos, Hyperion Enterprise, MS Excel Pivot Tables, Access, PowerPoint
Education
University of Hartford 1990 — 1993
MS, Taxation
University of Connecticut 1982 — 1986
BS, Accounting
Connie Lau's KPMG Peat Marwick Experience September 2001 - April 2009
Job Manager of Accounting Projects
Industry Accounting
Experience
National Express January 2012 - Present
PCAOB February 2010 - January 2012
KPMG Peat Marwick September 2001 - April 2009
Skills
Auditing, Sarbanes-Oxley Act, Process Improvement
Education
University of Illinois at Chicago 1999 — 2001
MS, Accounting
National Express January 2012 - Present
PCAOB February 2010 - January 2012
KPMG Peat Marwick September 2001 - April 2009
Skills
Auditing, Sarbanes-Oxley Act, Process Improvement
Education
University of Illinois at Chicago 1999 — 2001
MS, Accounting
Trudy Blakeman's KPMG Peat Marwick Experience 1992 - 1995
Job Director, Property & Sales Tax at Darden Restaurants
Industry Restaurants
Experience
Darden Restaurants November 1997 - Present
Concord Management 1995 - 1997
Concord Management 1995 - 1997
KPMG Peat Marwick 1992 - 1995
Skills
Property Tax, Incentives, Tax, Use Tax, Sales Tax, Restaurants, Tax Audits, Tax Compliance, Accounting, Real Estate, Corporate Tax, SOX, Financial Planning, Financial Reporting, Financial Analysis, Compliance, Auditing, Sarbanes-Oxley Act, Management, Tax Preparation, Sales & Use Tax, Strategic Financial...
Education
University of Central Florida 1991 — 1992
Masters Tax, Accounting/Finance/Tax
University of North Carolina at Asheville 1988 — 1991
BS Accounting, Accounting/ Business
Darden Restaurants November 1997 - Present
Concord Management 1995 - 1997
Concord Management 1995 - 1997
KPMG Peat Marwick 1992 - 1995
Skills
Property Tax, Incentives, Tax, Use Tax, Sales Tax, Restaurants, Tax Audits, Tax Compliance, Accounting, Real Estate, Corporate Tax, SOX, Financial Planning, Financial Reporting, Financial Analysis, Compliance, Auditing, Sarbanes-Oxley Act, Management, Tax Preparation, Sales & Use Tax, Strategic Financial...
Education
University of Central Florida 1991 — 1992
Masters Tax, Accounting/Finance/Tax
University of North Carolina at Asheville 1988 — 1991
BS Accounting, Accounting/ Business
Randy Foster's KPMG Peat Marwick Experience May 1997 - December 1998
Job Senior Vice President, Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 1999 - Present
Palmer & Cay 1999 - 2005
KPMG Peat Marwick May 1997 - December 1998
Buck Consultants March 1996 - May 1997
Prudential Insurance September 1987 - March 1996
Skills
Employee Benefits
Education
University of Delaware 1982 — 1987
BS, Accounting
Upper Dublin High School, Ft. Washington, PA
Wells Fargo Insurance Services January 1999 - Present
Palmer & Cay 1999 - 2005
KPMG Peat Marwick May 1997 - December 1998
Buck Consultants March 1996 - May 1997
Prudential Insurance September 1987 - March 1996
Skills
Employee Benefits
Education
University of Delaware 1982 — 1987
BS, Accounting
Upper Dublin High School, Ft. Washington, PA
Gregory Rossi's KPMG Peat Marwick Experience 1992 - 1994
Job Lincoln Center for the Performing Arts. Independent documentary producer and writer.
Industry Nonprofit Organization Management
Experience
Lincoln Center for the Performing Arts June 2010 - Present
BodegaVision 2002 - Present
La Lutta NMC June 2006 - September 2010
BodegaVision 2004 - 2006
WITNESS 2002 - 2004
WMS Gaming April 1996 - February 2002
Premark International 1994 - 1996
KPMG Peat Marwick 1992 - 1994
AIESEC Illinois 1991 - 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Accountancy
Lincoln Center for the Performing Arts June 2010 - Present
BodegaVision 2002 - Present
La Lutta NMC June 2006 - September 2010
BodegaVision 2004 - 2006
WITNESS 2002 - 2004
WMS Gaming April 1996 - February 2002
Premark International 1994 - 1996
KPMG Peat Marwick 1992 - 1994
AIESEC Illinois 1991 - 1993
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Accountancy
alan roth's KPMG Peat Marwick Experience January 1973 - June 1973
Job Owner, Offit and Roth, P.A.
Industry Accounting
Experience
Offit and Roth, P.A. December 1984 - Present
KPMG Peat Marwick January 1973 - June 1973
Skills
Accounting, Tax, Mergers, Management Consulting, Audit, Small Business, Due Diligence, Financial Reporting, Auditing, Non-profits, Start-ups, Income Tax, Tax Preparation, Healthcare, Consulting, Bookkeeping, Financial Planners, Strategic Financial..., Estate Planning, CPA, Financial Accounting, Payroll, Mergers & Acquisitions, Financial Planning
Education
University of Cincinnati College of Business 1969 — 1973
Bachelor of Business Administration, Accounting, Economics and Finance
Offit and Roth, P.A. December 1984 - Present
KPMG Peat Marwick January 1973 - June 1973
Skills
Accounting, Tax, Mergers, Management Consulting, Audit, Small Business, Due Diligence, Financial Reporting, Auditing, Non-profits, Start-ups, Income Tax, Tax Preparation, Healthcare, Consulting, Bookkeeping, Financial Planners, Strategic Financial..., Estate Planning, CPA, Financial Accounting, Payroll, Mergers & Acquisitions, Financial Planning
Education
University of Cincinnati College of Business 1969 — 1973
Bachelor of Business Administration, Accounting, Economics and Finance
Chuck Cornell's KPMG Peat Marwick Experience 1994 - 1996
Job Executive Director/CFO at Burbank Housing Development Corporation
Industry Real Estate
Experience
Burbank Housing Development Corporation September 2012 - Present
Burbank Housing Development Corp 1996 - September 2012
KPMG Peat Marwick 1994 - 1996
Corterra, LP 1989 - 1993
HVR Limited 1980 - 1989
Skills
Affordable Housing, Property Management, Accounting, Strategic Planning, Asset Managment, Risk Management, Project Planning, Mergers & Acquisitions, Construction, Financial Analysis, Due Diligence, Contract Negotiation, Tax Credit Financing, Project Management, Financial Modeling, LIHTC, Finance
Education
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Finance
University of Colorado Boulder 1975 — 1980
BS, Civil Engineering
Burbank Housing Development Corporation September 2012 - Present
Burbank Housing Development Corp 1996 - September 2012
KPMG Peat Marwick 1994 - 1996
Corterra, LP 1989 - 1993
HVR Limited 1980 - 1989
Skills
Affordable Housing, Property Management, Accounting, Strategic Planning, Asset Managment, Risk Management, Project Planning, Mergers & Acquisitions, Construction, Financial Analysis, Due Diligence, Contract Negotiation, Tax Credit Financing, Project Management, Financial Modeling, LIHTC, Finance
Education
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Finance
University of Colorado Boulder 1975 — 1980
BS, Civil Engineering
Kenneth Sloane's KPMG Peat Marwick Experience 1989 - 1991
Job Springs Window Fashions .Net/Sharepoint Developer
Industry Information Services
Experience
Springs Window Fashions May 2012 - Present
Terso Solutions April 2006 - December 2011
Thanmes Valley Software 2006 - 2006
Kpmg peat marwick 1989 - 1991
Kpmg peat marwick 1989 - 1991
Skills
.Net Framework 4.0, C#, SQL Server 2000-2008, WCF, Agile Methodologies, ASP.NET, VB.NET, Visual Studio, Software Development, SQL, Cloud Computing, Operating Systems, T-SQL, Web Services, SOA, Scrum, SDLC, .NET, Microsoft SQL Server, Linux, Windows Azure, ASP.NET MVC, Java
Education
University of Hartford 1985 — 1989
BS, Computer Science
Springs Window Fashions May 2012 - Present
Terso Solutions April 2006 - December 2011
Thanmes Valley Software 2006 - 2006
Kpmg peat marwick 1989 - 1991
Kpmg peat marwick 1989 - 1991
Skills
.Net Framework 4.0, C#, SQL Server 2000-2008, WCF, Agile Methodologies, ASP.NET, VB.NET, Visual Studio, Software Development, SQL, Cloud Computing, Operating Systems, T-SQL, Web Services, SOA, Scrum, SDLC, .NET, Microsoft SQL Server, Linux, Windows Azure, ASP.NET MVC, Java
Education
University of Hartford 1985 — 1989
BS, Computer Science
Ronald Cole, CPA's KPMG Peat Marwick Experience 1994 - 1995
Job Managing Partner at Cole & Associates, LLC
Industry Accounting
Experience
Cole & Associates, LLC 1995 - Present
KPMG Peat Marwick 1994 - 1995
USMC January 1983 - December 1994
Price Waterhouse 1989 - 1990
Skills
Auditing, Forensic Accounting, Financial Reporting, Tax Preparation, CPA, IRS, Bookkeeping, QuickBooks, Tax, Accounting, Budgets, Income Tax, Small Business, GAAP, Internal Controls, Financial Analysis, Condos, US GAAP, Financial Accounting, Operating Budgets, General Ledger, Financial Statements, Fixed Assets, Corporate Tax, Due Diligence, Journal Entries, Cash Flow, Sales Tax, External Audit, Accounts Receivable, Cash Management, Account Reconciliation, Managerial Finance
Education
University of Central Florida - College of Business Administration 1988 — 1991
BSBA, Accounting
Cole & Associates, LLC 1995 - Present
KPMG Peat Marwick 1994 - 1995
USMC January 1983 - December 1994
Price Waterhouse 1989 - 1990
Skills
Auditing, Forensic Accounting, Financial Reporting, Tax Preparation, CPA, IRS, Bookkeeping, QuickBooks, Tax, Accounting, Budgets, Income Tax, Small Business, GAAP, Internal Controls, Financial Analysis, Condos, US GAAP, Financial Accounting, Operating Budgets, General Ledger, Financial Statements, Fixed Assets, Corporate Tax, Due Diligence, Journal Entries, Cash Flow, Sales Tax, External Audit, Accounts Receivable, Cash Management, Account Reconciliation, Managerial Finance
Education
University of Central Florida - College of Business Administration 1988 — 1991
BSBA, Accounting
David Mak's KPMG Peat Marwick Experience 1986 - 1989
Job various positions in Internal Audit, Risk Management and Finance at RBC
Industry Banking
Experience
RBC Capital Markets June 2010 - January 2015
RBC December 1997 - May 2010
KPMG Peat Marwick 1986 - 1989
Skills
Capital Markets, Financial Risk, Financial Modeling, Basel II, Change Management, Credit Risk, Market Risk, Derivatives
Education
University of Cambridge 1983 — 1986
MA, Computer Science
Queens College Taunton 1978 — 1983
RBC Capital Markets June 2010 - January 2015
RBC December 1997 - May 2010
KPMG Peat Marwick 1986 - 1989
Skills
Capital Markets, Financial Risk, Financial Modeling, Basel II, Change Management, Credit Risk, Market Risk, Derivatives
Education
University of Cambridge 1983 — 1986
MA, Computer Science
Queens College Taunton 1978 — 1983
Abby Zanarini's KPMG Peat Marwick Experience 1984 - 1988
Job Woman's Board Member at Rush University Medical Center
Industry
Experience
Rush University Medical Center February 2014 - Present
Lincoln Park Zoo 2000 - Present
Chicago 1998 - Present
University of Chicago September 2004 - August 2008
Tishman Construction September 1996 - August 2004
Didrickson for U.S. Senate 1997 - 1998
Didrickson for Comptroller 1993 - 1995
US Department of Transportation January 1989 - December 1992
Bush Campaign 1988 - 1988
KPMG Peat Marwick 1984 - 1988
Skills
Fundraising, Project Planning, Budgets, Community Outreach, Construction Management, Event Management, Event Planning, Facilities Management, Leadership, Leadership Development, Management, Nonprofits, Public Speaking, Research, Strategic Planning, Construction, Marketing, Public Relations, Strategy, Volunteer Management, Sales, Policy
Education
University of Illinois at Urbana-Champaign 1980 — 1986
Bachelor of Science, Accountancy
Homewood Flossmoor Highschool 1976 — 1980
Rush University Medical Center February 2014 - Present
Lincoln Park Zoo 2000 - Present
Chicago 1998 - Present
University of Chicago September 2004 - August 2008
Tishman Construction September 1996 - August 2004
Didrickson for U.S. Senate 1997 - 1998
Didrickson for Comptroller 1993 - 1995
US Department of Transportation January 1989 - December 1992
Bush Campaign 1988 - 1988
KPMG Peat Marwick 1984 - 1988
Skills
Fundraising, Project Planning, Budgets, Community Outreach, Construction Management, Event Management, Event Planning, Facilities Management, Leadership, Leadership Development, Management, Nonprofits, Public Speaking, Research, Strategic Planning, Construction, Marketing, Public Relations, Strategy, Volunteer Management, Sales, Policy
Education
University of Illinois at Urbana-Champaign 1980 — 1986
Bachelor of Science, Accountancy
Homewood Flossmoor Highschool 1976 — 1980
Chris Abel's KPMG Peat Marwick Experience 1992 - 1995
Job Executive Vice President/CFO at Southern Technical College
Industry Higher Education
Experience
Southern Technical College October 2012 - Present
Kaplan Higher Education Corporation December 2009 - October 2012
Production Resource Group June 2006 - January 2010
Career Education Corporation January 2002 - May 2006
GES Exposition Services 1998 - 2001
Ripley Entertainment 1995 - 1998
KPMG Peat Marwick 1992 - 1995
Skills
Financial Analysis, Enrollment Management, Financial Reporting, Accounting, Budgets, Student Financial Aid, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Cash Flow, Forecasting, General Ledger, CampusVue, Internal Audit, Executive Management, Auditing, Strategic Financial..., Staff Development, Mergers & Acquisitions, Leadership, Admissions, Financial Modeling, Cash Management, Accounts Payable, Variance Analysis, CPA, Finance, SEC filings, Student Loans
Education
University of Florida 1987 — 1992
BS & Masters, Accounting
Southern Technical College October 2012 - Present
Kaplan Higher Education Corporation December 2009 - October 2012
Production Resource Group June 2006 - January 2010
Career Education Corporation January 2002 - May 2006
GES Exposition Services 1998 - 2001
Ripley Entertainment 1995 - 1998
KPMG Peat Marwick 1992 - 1995
Skills
Financial Analysis, Enrollment Management, Financial Reporting, Accounting, Budgets, Student Financial Aid, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Cash Flow, Forecasting, General Ledger, CampusVue, Internal Audit, Executive Management, Auditing, Strategic Financial..., Staff Development, Mergers & Acquisitions, Leadership, Admissions, Financial Modeling, Cash Management, Accounts Payable, Variance Analysis, CPA, Finance, SEC filings, Student Loans
Education
University of Florida 1987 — 1992
BS & Masters, Accounting
Cathy Chacko's KPMG Peat Marwick Experience January 1986 - January 1988
Job CPA
Industry Accounting
Experience
self employed consulting/accounting November 2001 - Present
PwC Consulting August 1997 - November 2001
Riyad Bank December 1992 - July 1997
Pricewaterhouse January 1990 - January 1992
Coopers & Lybrand January 1988 - January 1990
KPMG Peat Marwick January 1986 - January 1988
KPMG Peat Marwick 1986 - 1988
MBank Facilities January 1984 - January 1985
Deloitte January 1983 - January 1984
Arthur Andersen & Co January 1982 - January 1983
Skills
Expatriate Tax...
Education
University of Houston 1980 — 1982
Masters, Accounting
University of Houston
Master of Science; Bachelor of Arts; S.A, Accounting; Political Science
self employed consulting/accounting November 2001 - Present
PwC Consulting August 1997 - November 2001
Riyad Bank December 1992 - July 1997
Pricewaterhouse January 1990 - January 1992
Coopers & Lybrand January 1988 - January 1990
KPMG Peat Marwick January 1986 - January 1988
KPMG Peat Marwick 1986 - 1988
MBank Facilities January 1984 - January 1985
Deloitte January 1983 - January 1984
Arthur Andersen & Co January 1982 - January 1983
Skills
Expatriate Tax...
Education
University of Houston 1980 — 1982
Masters, Accounting
University of Houston
Master of Science; Bachelor of Arts; S.A, Accounting; Political Science
Vincent Grubbs's KPMG Peat Marwick Experience January 1988 - January 1990
Job Vice President of Finance at Index Publications, LLC
Industry Accounting
Experience
ETF.com May 2010 - Present
California Closets March 1993 - January 2010
Metropolitan Parking Corporation January 1990 - March 1993
KPMG Peat Marwick January 1988 - January 1990
Skills
Accounting, Leadership, Management
Education
University of Evansville
BSBA, Major in accounting
ETF.com May 2010 - Present
California Closets March 1993 - January 2010
Metropolitan Parking Corporation January 1990 - March 1993
KPMG Peat Marwick January 1988 - January 1990
Skills
Accounting, Leadership, Management
Education
University of Evansville
BSBA, Major in accounting
Susan Arvanitis's KPMG Peat Marwick Experience 1996 - 1998
Job Controller at The Congregation of the Passion, Holy Cross Province
Industry Nonprofit Organization Management
Experience
The Congregation of the Passion, Holy Cross Province 2002 - Present
Deloitte & Touche 1998 - 2002
KPMG Peat Marwick 1996 - 1998
Ernst & Young, LLP 1994 - 1996
Skills
GAAP, Auditing, Accounting, CPA, Nonprofits, Internal Controls, Strategic Planning, Budgets, General Ledger, Microsoft Excel, Cash Management, Microsoft Office, Research, Tax Law, Technical Writing, Public Speaking, Charitable Gift..., Procedure Manuals, Notary Public, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1992
Masters, Accounting, Taxation
The Congregation of the Passion, Holy Cross Province 2002 - Present
Deloitte & Touche 1998 - 2002
KPMG Peat Marwick 1996 - 1998
Ernst & Young, LLP 1994 - 1996
Skills
GAAP, Auditing, Accounting, CPA, Nonprofits, Internal Controls, Strategic Planning, Budgets, General Ledger, Microsoft Excel, Cash Management, Microsoft Office, Research, Tax Law, Technical Writing, Public Speaking, Charitable Gift..., Procedure Manuals, Notary Public, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1992
Masters, Accounting, Taxation
Jeff Vandervort's KPMG Peat Marwick Experience January 1994 - 1998
Job Assistant Controller at Quanta Services
Industry Construction
Experience
Quanta Services 2001 - Present
KPMG Peat Marwick January 1994 - 1998
Skills
JD Edwards, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, PeopleSoft, Fixed Assets, Financial Analysis, Sarbanes-Oxley, Forecasting, Hyperion Enterprise, Consolidation
Education
University of Houston 1982 — 1986
BBA, Accounting
Quanta Services 2001 - Present
KPMG Peat Marwick January 1994 - 1998
Skills
JD Edwards, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, PeopleSoft, Fixed Assets, Financial Analysis, Sarbanes-Oxley, Forecasting, Hyperion Enterprise, Consolidation
Education
University of Houston 1982 — 1986
BBA, Accounting
Nimish Patel's KPMG Peat Marwick Experience October 2009 - May 2010
Job Consulting Associate at McGladrey
Industry Banking
Experience
Apria Healthcare 2014 - Present
McGladrey August 2011 - Present
FMV Opinions, Inc. January 2011 - August 2011
KPMG Peat Marwick October 2009 - May 2010
Skills
Valuation, Audit, Business Valuation, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Auditing, Cash Flow, Hedge Funds, Investment Banking, Financial Accounting, Finance, Due Diligence, Mergers, CPA, Restructuring, GAAP, Financial Reporting, Management, Mergers & Acquisitions
Education
University of California, Los Angeles
Bachelors, Business Economics
Van Nuys High School
Apria Healthcare 2014 - Present
McGladrey August 2011 - Present
FMV Opinions, Inc. January 2011 - August 2011
KPMG Peat Marwick October 2009 - May 2010
Skills
Valuation, Audit, Business Valuation, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Auditing, Cash Flow, Hedge Funds, Investment Banking, Financial Accounting, Finance, Due Diligence, Mergers, CPA, Restructuring, GAAP, Financial Reporting, Management, Mergers & Acquisitions
Education
University of California, Los Angeles
Bachelors, Business Economics
Van Nuys High School
Mary Ellen Caldwell's KPMG Peat Marwick Experience 1984 - 1991
Job Accounting Professional
Industry Accounting
Experience
Poudre School District October 2014 - Present
Center Partners, Inc. 1998 - 2014
NetDelivery Corporation January 1997 - September 1998
FortNet Communications, Inc. 1995 - 1996
Home Federal Savings Bank 1992 - 1993
KPMG Peat Marwick 1984 - 1991
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Great Plains Software, SBT Accounting Software, Peachtree, QuickBooks, ADP Payroll, Cartesis, Highly detail oriented, Financial Analysis, Financial Reporting, External Audit, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Compliance, Process Improvement, US GAAP, Cash Management, Cash Flow Forecasting, General Ledger, Account Reconciliation, Accounts Payable, Sales & Use Tax..., Accounts Receivable, Collections, Payroll, Dependable Team Player, Teamwork, Cross-functional Team...
Education
Monmouth University
Accounting courses completed in MBA program
University of Delaware
Bachelor of Science (BS), Economics
Poudre School District October 2014 - Present
Center Partners, Inc. 1998 - 2014
NetDelivery Corporation January 1997 - September 1998
FortNet Communications, Inc. 1995 - 1996
Home Federal Savings Bank 1992 - 1993
KPMG Peat Marwick 1984 - 1991
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Great Plains Software, SBT Accounting Software, Peachtree, QuickBooks, ADP Payroll, Cartesis, Highly detail oriented, Financial Analysis, Financial Reporting, External Audit, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Compliance, Process Improvement, US GAAP, Cash Management, Cash Flow Forecasting, General Ledger, Account Reconciliation, Accounts Payable, Sales & Use Tax..., Accounts Receivable, Collections, Payroll, Dependable Team Player, Teamwork, Cross-functional Team...
Education
Monmouth University
Accounting courses completed in MBA program
University of Delaware
Bachelor of Science (BS), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY