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
Bay Shore Systems Inc. May 2007 - Present
Edgewood Log Structures January 2005 - April 2007
Bee Hive Homes February 2004 - December 2005
Greyhound Pets Inc. May 1998 - December 2003
KPMG Peat Marwick January 1996 - July 1997
KPMG Peat Marwick January 1995 - December 1995
Skills
Microsoft Office, Microsoft Excel, Photoshop, Process Scheduler, Microsoft Word, Customer Service, PowerPoint, Budgets, Outlook, Project Planning, Adobe Creative Suite, Teamwork, Inventory Management, Purchasing, Supervisory Skills, Manufacturing, Access, Marketing, Sales Management, Marketing Strategy, New Business Development, Sales
Education
University of London
Bachelor of Laws (LL.B.)
Memorial Healthcare System January 2011 - Present
Seitlin Insurance Company January 2007 - December 2010
DoctorCare, Inc May 2003 - December 2006
MercyHealth, Inc January 1998 - April 2003
Physician Corporation of America 1992 - 1997
KPMG Peat Marwick 1989 - 1992
Skills
Healthcare, Managed Care, Hospitals, Physicians, Healthcare Consulting, Healthcare Industry, Healthcare Management, Accounting, Finance, Leadership, Physician Relations, Financial Analysis, Analysis, Budgets, Cash Management, Health Insurance, Medicare, Strategic Financial..., Strategy
Education
University of Miami - School of Business 1984 — 1989
BA and MBA, Accounting
The Finlay Group March 2014 - Present
iVerit Inc. iver2@hotmail.com and +1.914.874.4531 June 2009 - March 2014
Bloomberg January 2007 - June 2009
Numerix 2001 - 2005
JPMorgan 1989 - 2000
Goldman Sachs April 1985 - August 1987
KPMG Peat Marwick July 1982 - April 1985
http://www.theinnatstonecliffe.com/ 1981 - 1981
Skills
Equity Derivatives, Credit Derivatives, Exotic Derivatives, Structured Notes, Risk Management, Business Analysis, Interest Rate Swaps, Fixed Income, Structured Products, Fixed Income Portfolio..., Derivatives, Hedge Accounting, Bloomberg, Capital Markets, Options, Interest Rate..., Portfolio Management, Swaps, Market Risk, Bloomberg Terminal, CDS, Quantitative Finance, Mobile Design, Mobile Applications, Financial Modeling, Market Data, Securities, Electronic Trading, Structured Finance, Financial Risk, Equities
Education
Yale University - Yale School of Management 1987 — 1989
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance & Accounting
Scarsdale High School 1974 — 1978
Fannie Mae January 2013 - Present
Fannie Mae February 1999 - December 2011
Federal Realty Investment Trust May 1996 - February 1999
KPMG Peat Marwick February 1992 - May 1996
Skills
Project Management, Vendor Management, SDLC, ITIL, Management, IT Service Management, Program Management, Process Improvement, Business Analysis, Information Technology, Business Intelligence, Requirements Analysis, Change Management, Integration, Business Process..., Data Center, PMP, Facilities Management, Security, Leadership, IT Strategy, Project Portfolio..., Risk Management, PMO, Software Project..., Business Process, MS Project, Governance, Visio, Enterprise Architecture, SharePoint, Outsourcing
Education
University of Maryland College Park
BS, Economics
ANK Enterprises, Inc. 1997 - Present
The Quarton Group 1994 - 1997
Football News Company June 1990 - May 1994
Lepercq de Neuflize Investment Banking June 1986 - May 1990
KPMG Peat Marwick May 1984 - June 1986
Education
University of Notre Dame
WASP, Inc. September 2009 - Present
HiRel Systems LLC January 2006 - September 2009
MOCON, Inc. March 1988 - January 2006
KPMG Audit August 1985 - March 1988
KPMG Peat Marwick 1985 - 1988
Skills
Strategic Planning, Mergers, Accounting, Leadership, Mergers & Acquisitions, Product Development, Sales Management, Financial Analysis, Strategy, Financial Reporting, Cross-functional Team..., Start-ups, ERP, Management Consulting, Business Development, Business Strategy, Budgets, Process Improvement, Competitive Analysis, Business Planning, Forecasting, Executive Management, Team Building, Contract Negotiation, Manufacturing, New Business Development, Strategic Partnerships, Finance, Project Management, Management, Due Diligence, Entrepreneurship, Managerial Finance, Small Business, Corporate Development, Risk Management, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1980 — 1985
BSB - Accounting, Accounting
Nelnet August 1995 - December 2013
KPMG Peat Marwick August 1986 - June 1995
Skills
Financial Reporting, Process Improvement, Internal Controls, Financial Analysis, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, Strategic Financial..., Risk Management, Team Building, Customer Service, Strategic Planning, Finance, Financial Planning, Financial Modeling, Leadership, Auditing
Education
University of Nebraska-Lincoln 1981 — 1986
Bachelor of Science, Business Administration
Ahern Rentals, Inc. February 2004 - Present
KPMG Peat Marwick 1996 - 1999
Deloitte 1993 - 1996
Skills
Financial Reporting, Internal Controls, Accounting, Forecasting, Budgets, GAAP, Auditing, Sarbanes-Oxley Act, Cash Flow, Financial Accounting, Financial Analysis, Strategic Financial..., SEC filings, CPA, Due Diligence, Financial Modeling, Process Improvement, Restructuring, Business Valuation, US GAAP, General Ledger, Internal Audit, Management, SEC Filings, Strategic Planning
Education
UNLV 1983 — 1988
BSBA, Accounting
Lumeris March 2015 - Present
Essence Healthcare March 2007 - March 2015
Lumeris March 2007 - May 2013
Group Health Plan March 1994 - March 2007
Coventry Health Care 1994 - 2007
Western Union Financial Services 1993 - 1994
CIGNA Healthplan of St. Louis 1991 - 1993
Metropolitan Life Insurance Company 1986 - 1991
KPMG Peat Marwick 1983 - 1986
Skills
Managed Care, Financial Analysis, Medicare, Healthcare, Data Analysis, Health Insurance, Competitive Analysis, Business Planning, Healthcare Management, Budgeting, Process Improvement, Analysis, Finance, Healthcare Information..., Business Development, Sales, Budgets, Insurance, Business Strategy, Management, Product Management, Business Intelligence, Vendor Management, Strategic Planning, Marketing, Contract Negotiation
Education
University of Missouri-Columbia 1979 — 1983
BS, Accountancy
Horton Watkins - Ladue 1977 — 1979
AKMG Consulting June 2009 - Present
DuPont 2006 - 2009
DuPont 2004 - 2006
DuPont 2000 - 2004
G.D. Searle (Monsanto) 1995 - 2000
Abbott Laboratories 1990 - 1994
KPMG Peat Marwick 1987 - 1990
Skills
Management Consulting, Strategy, Business Strategy, Organizational..., Business Development, Leadership, Outsourcing, Marketing Strategy, Consulting, Human Resources, Management, New Business Development, Change Management, Mergers & Acquisitions, Business Process..., Venture Capital, Product Development, Finance, Organizational Design
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1987
MBA, Corporate Strategy & Finance
University of Michigan
Ph.D., Philosophy
Workday April 2013 - Present
CedarCrestone March 2000 - March 2013
Kforce February 1999 - February 2000
PeopleSoft September 1995 - January 1999
Signature Home Care Group, Inc. April 1994 - August 1995
McCutcheon & McCutcheon, CPA's October 1992 - April 1994
KPMG Peat Marwick January 1989 - October 1992
Hecht & Newcom, CPA's July 1986 - January 1989
Skills
Business Intelligence, Enterprise Software, Integration, Project Management, Software Project..., Program Management, IT Strategy, Process Improvement, Oracle Applications, Change Management, Process Engineering, Software Implementation, Account Management, Sales, PeopleSoft, ERP Consulting Sales, Healthcare, Human Resources, Financials, Commercial, SOA, Fusion, Professional Services, SaaS, Management Consulting, Recruiting, Pre-sales, Consulting, Leadership, Business Development, Analysis, Management, ERP, Business Analysis, Business Process
Education
University of North Texas 1989 — 1993
Bachelor of Applied Science (BASc), Accounting Control Systems
UBS Wealth Management October 2013 - Present
UBS Wealth Management June 2011 - October 2013
Wipro Consulting August 2009 - May 2011
Dansbury Consulting, LLC December 2008 - 2009
BearingPoint July 1999 - June 2008
KPMG Peat Marwick July 1995 - July 1999
Skills
Business Process..., Management Consulting, Program Management, Outsourcing, Business Intelligence, Project Management, Integration, Business Development, CRM, PMP, Strategic Sourcing, BPO, Management, Six Sigma, Leadership, Strategic Planning, Consulting, Internal Controls, Sarbanes-Oxley, IT Strategy, Project Portfolio..., Business Analysis, Outsourcing/Offshoring, Vendor Management, PMO, Systems Integration, Financial Audits, Certified Anti-Money..., Compliance Remediation, Finance, Governance, Mergers & Acquisitions, Enterprise Architecture, Business Transformation, Business Process, Risk Management, Supplier Relationship..., Compliance, CPA, Strategy, Process Improvement, Business Process...
Education
Melrose High School
University of Massachusetts Boston 1994 — 1995
Salem State University 1988 — 1992
Yale University - Yale School of Management 2008 — 2008
Dean Realty Co. November 2014 - Present
Western Extralite Company 2006 - 2014
Swope Community Builders 2004 - 2005
AMC Theatres 1990 - 2004
KPMG Peat Marwick 1984 - 1990
Skills
Accounting, Budgets, Managerial Finance, Forecasting, Auditing, Business Planning, Management, Finance, Analysis, Financial Reporting, Financial Analysis, Strategic Planning, Cash Flow, Internal Controls, Purchasing, Microsoft Excel, Negotiation, Internal Audit, Financial Accounting, Strategic Financial..., Accounts Receivable, Pricing, GAAP, Variance Analysis, Contract Negotiation, General Ledger, Executive Management, Tax, Sales, Financial Modeling, Payroll, SEC filings, Inventory Management, Team Building, Financial Audits, Sarbanes-Oxley Act, Process Improvement, Cash Management, Project Management
Education
University of Notre Dame
BBA, Accounting
BNY Mellon June 2015 - Present
BNY Mellon January 2014 - Present
BNY Mellon Wealth Management June 2008 - January 2014
BNY Mellon Wealth Management June 2006 - June 2008
Freelance Graphic Designer 1997 - 2006
KPMG Peat Marwick July 1988 - 1997
Skills
Project Management, E-Learning, Microsoft Excel, Captivate, PowerPoint, Adobe Creative Suite, Blended Learning, Photoshop, Video Production, Multimedia, Microsoft Office, Training, web based training, WebEx, Outlook, Dreamweaver, Web Design, Needs Analysis, Instructional Design, Management, CRM, Leadership, Customer Service, Financial Services, Marketing, Leadership Development
Education
University of Massachusetts Lowell 1984 — 1988
Bachelor, Graphic Design
The Hanover Insurance Group 2007 - Present
The Hanover Insurance Group 2005 - 2007
The Hanover Insurance Group 2004 - 2005
The Hanover Insurance Group 2000 - 2004
Allmerica Financial 1997 - 1999
Allmerica Financial 1995 - 1997
Allmerica Financial 1993 - 1995
KPMG Peat Marwick 1990 - 1993
Skills
SEC filings, US GAAP, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Auditing, Sarbanes-Oxley, Sarbanes-Oxley Act, SOX, SEC reporting, Technical Accounting, Accounting Policy, Insurance, Strategic Financial..., PeopleSoft, Financial Modeling, Internal Controls, Process Improvement, Due Diligence, Excel, Mergers, Consolidation, Business Process..., Property & Casualty..., GAAP, Enterprise Risk...
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Accounting
Forius Business Credit Resources January 2010 - Present
New Access Communications September 2004 - July 2007
Certes Financial Pros June 2003 - March 2004
The St. Paul Companies (now Travelers Insurance) March 1983 - November 1999
KPMG Peat Marwick September 1980 - March 1983
Skills
Financial Reporting, Financial Analysis, Accounting, Finance, Internal Controls, Account Reconciliation, Auditing, GAAP, Budgets, Process Improvement, Mergers & Acquisitions, Consolidation
Education
University of Minnesota-Twin Cities 1978 — 1980
MBA, Accounting
Intac International, LLC 2014 - Present
1-800-East West Mortgage Company 2006 - 2013
Trust Tax Services of America, A Sungard Data Systems Bus. Unit 2004 - 2006
Kazmaier Associates, Inc. 1995 - 2003
C.R. Bard, Inc., USCI Division 1994 - 1995
KPMG Peat Marwick 1991 - 1994
Skills
Financial Reporting, US GAAP, Budgets, Financial Forecasting, Treasury Management, Cash Management, Cash Flow Forecasting, Internal Controls, Sarbanes-Oxley Act, Banking, Human Resources, Risk Management, Financial Analysis, Credit, Loans, Strategic Financial..., Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, FHA, SEC filings, Finance, Corporate Finance, Valuation, Hedging, Managerial Finance, Working Capital..., Sarbanes-Oxley, Financial Planning
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Finance
University of Vermont
Professional Accounting Curriculum
Hydra-Electric Company December 2014 - Present
University of California, Riverside April 2014 - Present
Cambridge Technology Consulting Group, Inc. 1985 - Present
UCLA 1983 - Present
Institute of Management Consultants USA 2002 - June 2010
Sitka Systems, Inc. 1997 - 2003
Institute of Management Consultants - USA 1999 - 2002
KPMG Peat Marwick January 1979 - February 1983
Cedars-Sinai Medical Center January 1973 - December 1979
Skills
Enterprise Business..., Enterprise Resource..., Data Management, Business Intelligence, Litigation Support, Management Consulting, Information Architecture, Business Systems..., Business Systems..., Systems Analysis, ERP, Compliance, Consultancy, Business Process..., Information Technology, Executive Coaching, Entrepreneurship, Change Management, IT Strategy, Program Management, Business Strategy, Analysis, Consultants, Consulting, Knowledge Management, Project Portfolio..., Strategy, Governance, Start-ups, ERP Software, Executive Management, Strategic Planning, Software Development, Auditing, Information Management, Integration, Process Improvement, Business Analysis, Process Engineering, Software Project..., Enterprise Architecture, Strategic Consulting, Solution Implementation, Project Planning, Selection, Internal Controls, Business Process, Business Planning, Management, Software
Education
School of Theology at Claremont 1965 — 1969
M. Th.
University of Oregon
B. S.
BBSC, CPAs February 2004 - Present
CFMA - Maine Chapter April 2014 - Present
James D. MacArthur, Jr. CPAs October 1993 - February 2004
KPMG Peat Marwick September 1992 - October 1993
Skills
Construction Accounting, Business Planning, Corporate Tax, Tax Preparation, Tax Projections, Budgeting, Project Management, GAAP Financial..., Training, Financial Statement..., Payroll, Customer Service, Forecasting, Strategic Planning, Due Diligence, Process Improvement, Outlook, Management Consulting, Assurance, Accounts Receivable, Accounts Payable, Microsoft Excel, PowerPoint, Succession Planning, Attest Services, Financial Statements, GAAP, Work In Process, Mergers & Acquisitions, CPA, Finance, Cost Accounting, Financial Reporting, Accounting, Tax, Income Tax, Financial Analysis, Budgets, Financial Accounting, Consulting, Small Business
Education
University of Maine 1990 — 1992
Master of Business Administration (MBA), Accounting and Business/Management
University of Maine 1986 — 1990
Bachelor of Science (B.S.), Accounting and Business/Management
Wells Fargo Company November 2007 - Present
Wells Fargo 1993 - 2015
Wells Fargo 1993 - 2015
Bank of America March 1990 - March 1993
Bank of America 1991 - 1993
KPMG Peat Marwick September 1985 - September 1987
Skills
Commercial Banking, Finance, Banking, Treasury Management, Financial Analysis, Treasury Services, Financial Modeling, Credit Analysis, Cash Management, Credit, Mergers & Acquisitions, Commercial Lending, Loans, Portfolio Management
Education
St. Johns University
Bachelor's degree, Accounting and Finance
University of North Florida
Eureka! Ranch's Innovation Engineering Network January 2014 - Present
MAMTC June 2004 - January 2014
Havens Steel Company September 1996 - January 2004
Seaboard Corporation May 1990 - September 1996
KPMG Peat Marwick 1984 - 1990
Skills
Innovation Engineering, Strategic Planning, Leadership, Mergers & Acquisitions, Start-ups, Manufacturing, Program Management, Management Consulting, Business Strategy, Strategy, Executive Management, Team Building, Business Planning, Process Improvement, Change Management, Entrepreneurship, Budgets, Project Management, Finance, Business Development, Public Speaking, Innovation Consulting, Managerial Finance, Human Resources, Portfolio Management, Accounting, Leadership Development, International Business, Mergers, Engineering, Organizational...
Education
University of Missouri-Columbia, College of Business 1976 — 1984
BS, Accounting
Senior Market Sales Inc May 2015 - Present
Ameritas January 2006 - May 2015
Ameritas Life January 1996 - December 2005
Ameritas March 1992 - January 1996
Bankers Life Nebraska July 1984 - March 1992
KPMG Peat Marwick May 1982 - July 1984
Skills
NAIFA - Cornhusker..., NAIFA - Cornhusker..., NAIFA - Nebraska guest..., Delta Delta Delta..., Delta Delta Delta..., Lied Center for..., Friends of the Lied, NAIFA state delegate to..., Investments, Sales, Mutual Funds, Insurance, Life Insurance, Financial Analysis, Fixed Annuities, Budgets, Marketing, Marketing Strategy, Management, Business Planning, Finance, Leadership, Long-term Care, Retirement, Strategic Financial..., Retirement Planning, Disability Insurance, Underwriting, Employee Benefits, Financial Services, Series 7, Term Life Insurance, Securities, Wealth Management, Variable Annuities, Financial Planners, Universal Life, Whole Life, Sales Management, New Business Development, Life, Licensed Life, General Insurance, Financial Planning
Education
University of Nebraska-Lincoln 1978 — 1982
BS, Accounting
CFP, CPA, FLMI, Series 7 & 27, L/A/H licensed
J. Sargeant Reynolds Community College August 2006 - Present
Guilford Technical Community College 1999 - 2006
Winston Salem State University 1997 - 1998
University of North Carolina at Chapel Hill, Health Sciences Library 1994 - 1996
AT&T, Strategic Marketing Intelligence Department 1992 - 1993
KPMG Peat Marwick 1987 - 1990
Schering-Plough Pharmaceuticals 1985 - 1987
On-Line Software International 1982 - 1984
Skills
Library, Library Instruction, Information Literacy, Collection Development, Cataloging, Electronic Resources, Circulation, Research, Training, Teaching, Staff Development, Distance Learning, Budgets, Higher Education, Interlibrary Loan, Library Science, History, Classroom, LibGuides, Grant Writing, Student Affairs, Community Outreach, Databases, Newsletters, Program Management, Adult Education, Microsoft Office
Education
University of North Carolina at Greensboro 1991 — 1993
MLIS, Library & Information Studies
William Paterson University of New Jersey 1974 — 1978
BA, Early Childhood Education
Auxis March 2014 - Present
Peak 10 2013 - March 2014
Verizon Terremark July 2006 - 2013
Hunton & Williams LLP June 2003 - 2006
StrataSys Group 2001 - 2003
Rachlin Cohen & Holtz 1997 - 2001
KPMG Peat Marwick 1995 - 1997
Skills
Product Launch, Professional Services, Digital Media, Change Management, Sales Management, Marketing Strategy, Marketing Communications, Channel Partners, Training, Cloud Computing, Strategic Partnerships, New Business Development, Marketing, Management, Strategy, Product Management, CRM, Lead Generation, Solution Selling, Start-ups, E-commerce, Enterprise Software, Competitive Analysis, Direct Sales, Sales, SaaS, Email Marketing, Contract Negotiation, B2B, Business Development, Online Marketing, Multi-channel Marketing, Go-to-market Strategy, Sales Process, Salesforce.com, Demand Generation, Account Management, Product Marketing, Business Alliances, Marketing Management, Sales Enablement, Managed Services, Marketing Automation, Selling, Cross-functional Team..., Sales Operations, Direct Marketing, Partner Management, P&L Management, Market Analysis
Education
University of Miami
University of Miami
ConocoPhillips May 2014 - Present
ConocoPhillips May 2012 - May 2014
ConocoPhillips January 2006 - April 2012
CSSI Group, LLC September 2001 - January 2006
CSC Consulting August 1998 - August 2001
KPMG Peat Marwick February 1998 - August 1998
Sabre Holdings June 1997 - February 1998
Target 1993 - May 1997
Target May 1989 - 1993
Skills
SAP HR, Payroll, HRIS, Benefits, SAP R/3, SAP, Project Implementation, Global Implementation, CATS, Time Management, Globalization, Succession Planning, Human Resources, Recruiting, Talent Acquisition, Talent Management, Employee Relations, Performance Management, HR Consulting, SAP ERP, SAPScript, Solution Architecture, Technical Recruiting, Workforce Planning, ABAP, SAP Netweaver, Employee Benefits, BAPI, Business Process..., Personnel Management, Consulting, Taleo, SAP Portal, ERP, Deferred Compensation, Employee Engagement, Training, Process Improvement, Applicant Tracking..., ADP Payroll, Vendor Management, Business Process, SAP BI, SAP BW, SAP Implementation, Change Management, HR Transformation, Project Management, Employee Training
Education
University of Oklahoma 1993 — 1997
BBA, MIS, Marketing
Harvey I. Bezozi, CPA, P.C. January 1990 - Present
Tax Help Associates 1992 - 1993
American Stock Exchange 1989 - 1991
The Foxhall Group 1989 - 1990
KPMG Peat Marwick 1987 - 1989
Coopers & Lybrand 1982 - 1987
Skills
Hedging, Tax, Portfolios, Income Tax, Problem Solving, Estate Planning, Trusted Advisor, Offers in Compromise, Penalty Abatement, Appeals, Preparation, Tax Returns, Asset, Accounting, Financial Planners, Tax Preparation, Finance, Corporate Tax, Bookkeeping
Education
University of Maryland - Robert H. Smith School of Business 1980 — 1982
Honors Graduate, Bachelor of Science, Accounting
Quad Graphics July 2010 - Present
Worldcolor October 2007 - July 2010
RR Donnelley May 2007 - June 2007
Von Hoffmann 1999 - May 2007
Champion International 1993 - 1999
KPMG Peat Marwick 1990 - 1993
Skills
Strategic Planning, Operations Management, Marketing, Offset Printing, Digital Printing, Sales Management, Color Management, Negotiation, Mergers, Sales, Variable Data Printing, B2B, Management Consulting, Salesforce.com, Customer Retention, Direct Marketing, Direct Mail, Mergers & Acquisitions, Print Management, Account Management, Financial Analysis, Management, New Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1988
MBA, Business
Wake Forest University 1979 — 1983
BS, Business
Healing and Hope for Cancer Survivors September 2009 - Present
BNI Willamette Chapter August 2009 - February 2012
Indymac Bank 1996 - 2004
KPMG Peat Marwick August 1991 - July 1996
Skills
Wellness, Holistic Health, Chronic Illness, Nutritional Counseling, Coaching, Public Speaking, Leadership, Prevention, Healthcare, Personal Development, Medicine, Cancer, Healing, Compassion, Stress Management, Wellness Coaching, Cancer Survivorship
Education
National College of Natural Medicine 2004 — 2008
N.D., Highest Honors, Naturopathic medicine
University of Maryland College Park 1973 — 1977
B.A. cum laude, Education
CareTech Solutions February 2009 - Present
CareTech Solutions February 2009 - January 2011
EDS, an HP Company May 1997 - March 2009
DFCU Financial July 1991 - May 1997
KPMG Peat Marwick June 1989 - June 1991
Skills
C#, IIS, ASP.NET, HTML, SQL, .NET, Microsoft SQL Server, JavaScript, XML, CSS, ASP, Visual Studio, Software Development, CMS, Web Development, Project Management, Testing
Education
University of Michigan-Dearborn 1983 — 1989
BS, Computer Science
Discovery Communications February 2006 - December 2007
The Picture People (division of Hallmark Cards) February 2004 - January 2006
LVMH Moet Hennessy Louis Vuitton January 1999 - December 2001
LVMH - DFS Group Limited April 1990 - December 1998
The Walt Disney Company - Stores and Catalog April 1988 - March 1990
KPMG Peat Marwick July 1984 - July 1988
Skills
Retail, E-commerce, Analysis, Business Development
Education
University of Minnesota - Carlson School of Management
BSB
Teleresource Consulting Group December 1999 - Present
IUA April 1996 - Present
Neighborhood Wreath Company 1978 - 2012
Hildebrandt International 1997 - 1998
KPMG Peat Marwick 1978 - 1996
KPMG Consulting 1978 - 1996
ITT Terryphone 1966 - 1969
USAF 1961 - 1965
USAF 1961 - 1965
Lions International 1910 - 1911
Skills
Telecommunications, Invoice Audits, VoIP, tariffs, Management Consulting, Auditing, Professional Services, Contract Negotiations, Strategic Planning, Due Diligence, Call Center, Financial Analysis, Process Improvement, Compliance, Call Centers, Telephony, Management, Strategy, Project Management, Disaster Recovery, Vendor Management, Strategic Partnerships, Program Management, Government, SaaS, Consulting, Contract Negotiation, Artistic Abilities, Policy, Leadership, Budgets
Education
G-PRO Certified 2012 — 2013
Certified, Fundamentals of Building GREEN
Rutgers UC 1966 — 1978
BS, Management
University of Maryland University College 1963 — 1965
BS
M. L. Ryan January 2008 - Present
KPMG Peat Marwick January 1979 - July 2006
Centerplate May 1992 - December 2005
Education
University of Missouri-Kansas City 1968 — 1978
MBA, Accounting
Mueller Prost December 1983 - Present
MPP&W, PC December 1983 - December 2009
KPMG Peat Marwick January 1978 - December 1983
Skills
Business Strategy, Accounting, CPA, Tax, Finance, Investments, Nonprofits, Auditing, Strategic Financial..., Income Tax, Mergers & Acquisitions, Management Consulting, Financial Planners, Corporate Law, Financial Analysis, Tax Advisory, Mergers, Financial Reporting, Executive Management, Corporate Tax, Due Diligence, Partnership Taxation, Private Equity
Education
University of Missouri-Saint Louis 1974 — 1978
B.S Business Administration
Milbank Manufacturing December 1995 - Present
Broderson Manufacturing January 2010 - September 2013
KPMG Peat Marwick June 1987 - December 1995
Skills
SEC filings, Strategic Planning, Business Strategy, New Business Development, GAAP, Process Improvement, Internal Controls, Strategy, Financial Reporting
Education
University of Missouri-Columbia 1983 — 1987
BS, Accounting
Cornell University November 2005 - Present
Maryville College April 2004 - October 2005
U.S. House of Representatives July 1997 - April 2004
Securities Industries Association March 1995 - June 1997
KPMG Peat Marwick October 1992 - March 1995
Deloitte & Touche October 1990 - October 1992
US Securities and Exchange Commission August 1989 - October 1990
Skills
Legislative Relations, Politics, Community Outreach, Grant Writing, Public Policy, Policy, Policy Analysis, Government, Legislation, Research, Public Speaking, Political Campaigns, Non-profits, Speech Writing, Media Relations, Nonprofits, Fundraising
Education
University of Michigan Law School 1986 — 1989
Doctor of Law (J.D.)
Western Michigan University 1984 — 1986
B.A., Political Science, Communication, Journalism
Big Bend Cares June 2012 - Present
Florida Lottery December 2010 - June 2012
Agency for Health Care Administration August 2009 - December 2010
Nelsen Financial Consultants January 2008 - August 2009
Duval County Democratic Executive Committee 2007 - 2009
Stein Mart 2008 - 2008
Community Connections of Jacksonville Inc February 2003 - November 2007
Baptist/St Vincent's Health System August 1997 - August 1999
Methodist Medical Center 1993 - 1997
KPMG Peat Marwick 1988 - 1990
Skills
Government, Healthcare, Non-profits, Excel, Strategic Planning, Team Building, Policy, Leadership, Management, Project Management, Accounting, Budgets, Nonprofits, Microsoft Excel
Education
University of North Florida - College of Business Administration 1982 — 1987
BBA, Accounting
Godby High 1970 — 1974
H.S. Diploma, College Prep
Star Tribune April 2014 - Present
Meredith January 2010 - April 2014
Star Tribune September 2007 - December 2009
Star Tribune June 2005 - September 2007
Regis Corporation 2002 - 2005
Star Tribune August 1997 - November 2002
McDonald's Corporation 1994 - 1997
KPMG Peat Marwick January 1993 - December 1994
Skills
Forecasting, Financial Analysis, Change Management, Management, Financial Modeling, Financial Reporting, Budgets, Accounting, Process Improvement, PeopleSoft, Finance, Strategic Financial..., Strategic Planning, Executive Management, Negotiation, Analysis, Leadership
Education
University of Minnesota - Carlson School of Management 1988 — 1993
BSB, Accounting
University of Minnesota-Twin Cities 1988 — 1993
Bachelor of Science, Accounting
Astoria Federal Savings November 2011 - Present
Astoria Federal Savings 2001 - 2011
Astoria Federal Savings January 1996 - February 2001
Astoria Federal Savings 1993 - 1996
KPMG Peat Marwick 1987 - 1993
Skills
Certified Public..., Financial Reporting, Financial Analysis, Internal Audit, SOX, Banking, Accounting, Internal Controls, Sarbanes-Oxley Act, CPA, Auditing, Cash Management
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelors of Business Administration, Accounting
Martin Van Buren High School 1981 — 1983
Diana Khamala Home School February 2005 - Present
KPMG Peat Marwick 1996 - 1998
Siamdutch Mosquito Netting, Nairobi, Kenya January 1992 - January 1996
Skills
Teaching, Microsoft Office, Writing, Research, Excel, Advanced administrative...
Education
North Georgia College and State University 2000 — 2002
Strathmore College 1991 — 1992
RISC Associates PLLC, A Price & Associates Affiliate Group January 2008 - Present
Huntington National Bank August 2011 - February 2012
Kindred Healthcare April 2009 - September 2010
ProSperus Medical Revenue October 2004 - December 2008
Norton Healthcare Lab September 1997 - October 2004
Humana April 1995 - August 1997
Jewish Hospital & St. Mary's Healthcare October 1988 - March 1995
KPMG Peat Marwick 1985 - 1988
Touche Ross 1982 - 1985
Skills
Revenue Cycle, Physicians, Revenue Cycle Management, HIPAA, Healthcare, EHR, Healthcare Industry, Healthcare Management, Medical Billing, Leadership, Physician Relations, Healthcare Consulting, EMR, Business Development, Practice Management, Medicaid, Business Strategy, Executive Management, Management, Hospitals, Risk Management, Consulting, JCAHO, Quality Improvement, Product Development, Healthcare Information..., Performance Improvement, Medical Coding, Informatics, Program Management, Strategic Planning, Managed Care, Clinical Research, Home Care, Commercial Banking, Business Process..., Treasury Management, Executive Positions, Turn Around Management, Marketing Strategy, Strategy, Health Information..., Information Systems, Information Security, Compliance, Physician Alignment, Accountable Care, Marketing Communications, Call Center, Medicare
Education
University of Louisville 1980 — 1985
BSB, Accounting
Pacific Daily News June 2011 - Present
Choice Phone, LLC June 1999 - June 2011
Gerald Woo + Co June 1986 - June 2011
BankPacific January 1990 - June 1998
Goodwind Development Corporation January 1988 - December 1989
KPMG Peat Marwick September 1983 - December 1987
Price Waterhouse Coopers January 1980 - March 1983
Skills
Financial Reporting, Budgeting, Forecasting, Auditing, Compliance, Internal Controls, Financial Analysis, Inventory Management, SOX, Cash Flow, US GAAP, Negotiation, Banking, Telecommunications, Real Estate Development, Public Companies, Business Acquisition, Start-ups, Construction Management
Education
University of Nebraska-Lincoln 1977 — 1980
BSBA, Accounting and Finance
Duluth Trading Company 2010 - Present
eBags.com November 2004 - December 2009
Case Logic, Inc. August 1996 - March 2004
Gerry Baby Products Company May 1994 - August 1996
Huffy Bicycle Company August 1990 - April 1994
KPMG Peat Marwick June 1976 - 1985
Skills
Customer Experience, E-commerce, Forecasting, Consumer Products, International Business, Cross-functional Team..., Strategic Planning, Business Strategy, Management, Product Development, Team Building, Leadership, Retail, Supply Chain Management, Finance, Process Improvement, Competitive Analysis, Product Management, Start-ups, P&L Management, Analytics, Executive Management, Budgets
Education
University of Notre Dame - Mendoza College of Business 1973 — 1976
BBA
University of Notre Dame - Mendoza College of Business
BBA- Accounting
UNHCR 2013 - Present
UNHCR 2011 - 2013
International Federation of Red Cross and Red Crescent Societies 2010 - 2011
International Federation of Red Cross and Red Crescent Societies 2004 - 2010
International Federation of Red Cross and Red Crescent Societies 1999 - 2004
Air Products 1987 - 1999
KPMG Peat Marwick 1984 - 1987
Education
University of Leicester 1977 — 1980
BA (Hons), Geography
Open University
MBA, Business Administration
Physician Finders January 1993 - Present
Physician Finders 1993 - Present
TJ Lending 2015 - 2015
KPMG Peat Marwick January 1987 - April 1988
Peat Marwick 1987 - 1988
Skills
Hospitals, Strategic Planning, Budgets, Team Building, Healthcare, Recruiting, Medicine, Management, New Business Development, Public Speaking, Contract Negotiation, Advertising, Leadership, Nonprofits, Microsoft Excel, Microsoft Office, Coaching, Healthcare Management, Business Development, Process Improvement, Training, Marketing, Customer Service, Sales, Marketing Strategy, Research, Sales Management, Leadership Development, Physicians, Account Management, Organizational..., Fundraising, Small Business, Start-ups, Business Planning, Management Consulting, Negotiation, Business Strategy, Strategy, Entrepreneurship, Executive Management, Mergers & Acquisitions, Consulting, Human Resources, Change Management, Healthcare Consulting, Executive Coaching, Selling, Analysis, Insurance
Education
University of Missouri-Saint Louis 1985 — 1986
Business Administration, Accounting
Xerox March 2013 - Present
Xerox Services April 2011 - March 2013
NHC3 January 2009 - April 2011
CredenceHealth January 2009 - March 2011
Healthways June 2001 - December 2008
Creative Healthcare Solution 2000 - 2001
Quorum Health Resources, LLC 1996 - 1999
KPMG Peat Marwick 1994 - 1996
Kaiser Permanente 1991 - 1994
University of Michigan Medical Center 1987 - 1989
Skills
Healthcare, Managed Care, Healthcare Information..., Disease Management, Strategic Planning, Healthcare Management, Hospitals, Medicare, Account Management, Team Building, Process Improvement, HIPAA
Education
University of Southern California 1989 — 1992
MHSA, Health Services
University of Michigan 1983 — 1987
BS, Biology
Eaton Corporation July 2007 - Present
Eaton Electrical June 2005 - July 2007
Eaton Electrical January 2004 - June 2005
Eaton Corporation February 2001 - January 2004
Eaton Corporation January 2000 - February 2001
Eaton Corporation November 1994 - January 2000
Towers Perrin April 1987 - November 1994
KPMG Peat Marwick July 1984 - April 1987
Skills
Compensation, HRIS, Vendor Management, Benefits Administration, Executive Compensation..., Executive Counseling, Retirement Plan..., Employee Relations, Employee Benefits, Deferred Compensation, Certified Compensation..., Global Compensation, Oracle HR, Oracle Applications, Executive..., Executive Services, Corporate Communications, Recruiting, Compensation & Benefit, New Hire Orientations, Training, Compensation & Benefits, Personnel Management, Leadership, Human Resources, Performance Management
Education
Mount Union College 1980 — 1984
B.S., Mathematics
Landry & Swarr, LLC September 2008 - Present
Guste, Barnett, Shushan 2003 - 2005
The Law Office of Raleigh L. Ohlmeyer, Jr. & Associates 1996 - 2003
The Law Office of Ford T. Hardy, Jr., Esq. 1993 - 1996
KPMG Peat Marwick 1991 - 1993
Phelps Dunbar LLP 1986 - 1991
Skills
Personal Injury, Document Drafting, Civil Litigation, Legal Research, Legal Assistance, Trials, Pleadings, Litigation, Westlaw, Litigation Support, Legal Writing, Courts, Lexis, Product Liability, Depositions, Document Review, Document Management, Court Proceedings, Trial Practice, Jury Trials, Trial Management, Jury Selection
Education
St. Mary's Dominican High School
University of New Orleans
Tatum, a Randstad company June 2014 - Present
RoseSearch April 2008 - Present
Experis IT June 2013 - May 2014
Choicelunch September 2011 - April 2012
HFS Consultants July 2009 - September 2011
IntegriTeam, Inc. April 2008 - April 2009
Reaction Search International October 2006 - March 2008
General Mills 1993 - 1994
Russell Reynolds 1990 - 1992
KPMG Peat Marwick 1989 - 1990
Skills
Executive Search, Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Project Management, Internet Recruiting, Team Building, Healthcare, Vendor Management, Leadership, Talent Management, Temporary Placement, Executive Management, Start-ups, CRM, Consulting, Team Leadership, Strategic Planning, Entrepreneurship, Management Consulting, Cold Calling, Coaching, Marketing, Strategy, Program Management, Negotiation, Management, Time Management, Executive Networking, New Business Development, Temporary Staffing, Sales, Training, Change Management, Interviews
Education
University of Minnesota - Carlson School of Management 1991 — 1992
MBA, Marketing
University of North Carolina at Wilmington
BS, Accounting
RANDLE & ASSOCIATES, LLC, CPAs May 1994 - Present
KPMG Peat Marwick November 1989 - May 1994
Skills
Accounting, Auditing, Tax, Non-profits, Financial Reporting, Financial Analysis, Internal Controls, Budgets, Strategic Planning, Sarbanes-Oxley Act, General Ledger, GAAP, Due Diligence, Financial Accounting, Small Business, Managerial Finance, Forecasting, Internal Audit, Fixed Assets, Financial Statements, Nonprofits, SEC filings
Education
University of Missouri-Columbia, College of Business 1983 — 1987
BSACC, Accounting
Preferred Settlements, Inc. April 2011 - August 2012
Millennium Settlement Consulting May 2008 - February 2011
Millennium Settlements Consulting August 2006 - May 2008
MassMutual Financial Group September 2000 - June 2006
ING April 1997 - July 2000
Transamerica Life Insurance Company January 1991 - March 1997
Transamerica Life Insurance Company 1987 - 1991
Charter Security Life Insurance and Annuity Company 1972 - 1984
KPMG Peat Marwick 1967 - 1972
Skills
Insurance, Financial Services, Fixed Annuities, Finance, Banking, Accounting, Management, Personal Injury, Financial Reporting, Settlement, Mediation, Auditing, Estate Planning, Executive Management, Underwriting, Strategic Financial..., Financial Planning
Education
University of Miami - School of Business 1965 — 1967
BBA, Accounting
Kundinger, Corder & Engle, P.C. May 1991 - Present
COCPA 2011 - 2012
St. Thomas More Catholic School 1998 - 2000
KPMG Peat Marwick July 1984 - April 1991
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Financial Accounting, Tax, Financial Analysis, Income Tax, GAAP, CPA, Executive Management, General Ledger, Cash Flow, US GAAP, Fixed Assets, Financial Statements, Sarbanes-Oxley Act, Cost Accounting, External Audit, Managerial Finance, Bookkeeping, Cash Management, Due Diligence, Variance Analysis, QuickBooks, Strategic Financial..., Finance, Corporate Finance, Financial Planning
Education
University of Nebraska-Lincoln 1980 — 1984
Bachelor of Science, Accounting
Arapahoe High School
Fresnel Partners, LLC July 2011 - Present
Resource Associates Corporation August 2011 - Present
Jones Management, LLC July 2006 - December 2012
Penn Jersey Real Properties, LLC March 2002 - February 2009
Financial Structures Limited January 1996 - February 2002
KPMG Peat Marwick January 1980 - December 1995
Skills
Strategic Thinking, Succession Planning, Family Business, Mergers, Management, Management Consulting, Leadership Development, Executive Coaching, Accounting, Executive Development, Organizational..., Organizational..., Culture Change, Small Business, Organizational Design, Change Management, Business Planning, Strategic Planning, Mergers & Acquisitions, Executive Management, Coaching, Analysis, Insurance, Entrepreneurship, Banking, Finance, Strategy, Investments, Leadership, Team Building, Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1975 — 1979
BS in Business Administration, with honors, Accounting
Discovery Financial Centers, Inc. July 1992 - Present
Goodhue County Financial Corporation June 1985 - June 1992
KPMG Peat Marwick August 1977 - May 1985
Education
University of Minnesota - Carlson School of Management 1973 — 1977
BSB, Accounting
Wells Fargo Advisors September 2010 - Present
Anheuser-Busch 1982 - 2008
KPMG Peat Marwick May 1978 - April 1982
Skills
Investments, Retirement Planning, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Advisory, Investment Strategies, Financial Services, Asset Allocation, Business Planning
Education
University of Missouri-Columbia 1974 — 1978
BSBA, Accounting
University of Missouri-Saint Louis 1984 — 1987
MBA, Finance
Meyer Decorative Surfaces 1985 - Present
KPMG Peat Marwick 1983 - 1985
Touche Ross 1977 - 1983
Skills
SOX, IT Audit, Accounting, Citrix Metaframe, Terminal Services, EDI, Windows Server, Active Directory, Sarbanes-Oxley Act, ProvideX, BBx, Purchasing, Forecasting, General Ledger
Education
University of Mississippi 1973 — 1977
B.B.A., Accountancy
CHS
BOK Financial/Bank of Kansas City September 2014 - Present
Capitus Group September 2010 - September 2014
Kessinger Consulting 1999 - November 2010
Innovia Medical, LLC January 2005 - June 2009
Kessinger Consulting, LLC/Enterprise Center of Johnson County 1998 - 2005
Ace Radio Control, Inc. 1994 - 1998
Ernst & Young 1989 - 1994
United Missouri Capital Corporation 1985 - 1989
H.B. Oppenheimer & Associates 1984 - 1985
KPMG Peat Marwick 1981 - 1984
Skills
Venture Capital, Angel Investing, Financial Modeling, Mergers, Due Diligence, Private Equity, Income Statement, Strategic Planning, Start-ups, Business Planning, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Management, Strategy, Investments, Management Consulting, Finance, Leadership, Business Valuation, Strategic Partnerships, Portfolio Management, Consulting, Financial Analysis, Market Research, Executive Management, Small Business, Budgets, P&L
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Accountancy
Pembroke-Country Day
Teaff & Draughon, CPA's, PA August 2012 - Present
Law Office of Nancy Akel Draughon, PA August 2009 - August 2012
Resources Global Professionals June 2008 - May 2009
Fogleman Builders Supply February 2008 - June 2008
Aqua Zoo, Inc. July 2000 - December 2007
HomeSide Lending 1998 - 2000
KPMG Peat Marwick September 1996 - November 1998
Skills
Financial Reporting, Tax, Accounting, CPA, Small Business, Finance, Start-ups, Management Consulting, Leadership, Strategy, Management, Financial Analysis, Sarbanes-Oxley Act, Banking, Internal Controls, Business Development, Auditing
Education
University of North Florida - College of Business Administration 1995 — 2000
MBA, Business Admin/Accounting
Sandalwood Sr. High
The Chicago Corporation July 2010 - Present
Halyard Capital Advisors March 2009 - June 2010
BMO Capital Markets March 1997 - September 2008
First National Bank of Chicago (now J.P. Morgan Chase) August 1994 - March 1997
Marriott Corporation June 1989 - June 1992
KPMG Peat Marwick August 1986 - June 1989
Skills
Investment Banking, Mergers, Capital Markets, Strategic Planning, Adquisitions, Divestitures, Valuation, Private Equity, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital, Investments, Private Placements, Strategy, Portfolio Management, Due Diligence, Financial Analysis, Finance, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Virginia 1982 — 1986
BS, Accounting - McIntire School of Commerce
Great Blue Heron Casino March 2008 - Present
Casinos Austria International March 2008 - Present
OLG August 2005 - March 2008
Manitoba Lotteries Corporation August 2004 - September 2005
Nygard International August 2003 - August 2004
Wendy's Restaurants of Canada July 1995 - August 2003
Famous Players September 1993 - July 1995
Reisman Group of Companies March 1992 - July 1993
KPMG Peat Marwick September 1990 - February 1992
Skills
Casino, Gaming, Budgeting, Strategic Planning, Team Building, Business Strategy, Analysis, Operations Management, Negotiation, Accounting, Compliance, Financial Reporting, Forecasting, Excel, Hospitality, Risk Management, Business Planning, Retail, Change Management, Financial Analysis, Gambling, Budgets, Gaming Industry, Online Gambling, Casino Gaming, Strategic Financial..., Microsoft Excel, Management, P&L, Leadership, Customer Service, Team Leadership, Internal Controls, Training, Strategy
Education
CPA - CGA 1997 — 1997
Chartered Professional Accountant - CGA since 1997
University of Windsor 1988 — 1989
BComm, Finance
York University 1987 — 1988
BA, History
Western University 1985 — 1987
History
University of Nevada-Reno
Executive Development Program, Gaming
Meridian Health Plan January 2012 - Present
Health Plan of Michigan November 2010 - December 2011
Midwest Health Plan August 2008 - November 2010
Total Health Care 2005 - 2007
Total Health Care 1999 - 2006
Independent Consultant 1995 - 1999
William Beaumont Hospital 1989 - 1991
KPMG Peat Marwick 1985 - 1990
Security Pacific Employee Benefits 1981 - 1983
Skills
HIPAA, Quality Improvement, Managed Care, Medicaid, Healthcare Information..., Data Analysis, Medicare, Process Improvement, Disease Management, Health Insurance, Healthcare Industry
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Business
Wellesley College 1977 — 1981
BA, Economics
Bowman and Brooke LLP January 2015 - Present
Bowman and Brooke LLP February 2012 - Present
Cargill Inc March 2011 - February 2012
Cargill Inc August 2008 - March 2011
Cargill Inc May 2004 - August 2008
Cargill Inc November 2000 - May 2004
Steiger Enterprises 1997 - 2000
KPMG Peat Marwick 1995 - 1997
Steiger Enterprises 1995 - 1995
Datacard 1994 - 1995
Skills
Change Management, Strategic Planning, Budgets, Process Improvement, Risk Management, Financial Analysis, Financial Reporting, Internal Controls, Internal Audit, Accounting, Managerial Finance, Cross-functional Team..., Financial Audits, Leadership, Management, SAP, Strategy, Strategic Financial..., Auditing, Accounts Payable, Finance, Project Management, Analysis, Forecasting
Education
University of Minnesota - Carlson School of Management 2012 — 2016
MBA, Operations and Finance
University of Minnesota - Carlson School of Management 1984 — 1988
Bachelor of Science in Business with Distinction, Emphasis: Management Information Systems; Minor: Computer Science
Bangor Savings Bank June 2001 - Present
The Maine Merchant Bank, LLC March 1998 - June 2001
York Insurance Group of Maine May 1994 - October 1997
Peoples Heritage Bank January 1991 - May 1994
KPMG Peat Marwick August 1985 - January 1991
Education
University of Maine 1982 — 1985
BS, Business Administration - Accounting
Alvarez & Marsal August 2010 - Present
Alvarez & Marsal September 2009 - August 2010
Chesapeake Corporation 1992 - September 2009
Curtis F. Peterson Inc 1984 - 1992
KPMG Peat Marwick 1978 - 1984
Skills
Strategic Planning, Restructuring, Private Equity, Divestitures, Executive Management, Negotiation, Due Diligence, Financial Analysis, Acquisition Integration, Corporate Finance, Investor Relations, Business Strategy, Finance, Real Estate, Strategy, Risk Management, Banking, Forecasting, Mergers & Acquisitions, Management, Financial Modeling
Education
University of Maryland College Park 1974 — 1978
BS, Accounting
Comverse May 2014 - Present
Comverse January 2011 - May 2014
California Products Corporation May 2002 - February 2004
Bradley Real Estate Trust January 1993 - January 1996
Bradley Real Estate Trust January 1990 - January 1993
KPMG Peat Marwick January 1989 - January 1990
KPMG Peat Marwick January 1988 - January 1989
KPMG Peat Marwick January 1987 - January 1988
KPMG Peat Marwick January 1986 - January 1987
Education
University of Massachusetts Lowell 1982 — 1986
BS Business Administration, Accounting
University of Lowell
BSBA, Accounting Concentration
Fidelity Investments April 2012 - Present
Mosaic Sales Solutions August 2010 - April 2012
Zensys Technologies December 2004 - August 2010
Mednet Connect 1999 - 2003
Fujitsu Consulting (Formerly Rapidigm) 1996 - 2001
Resource Phoenix 1997 - 1998
EPRI 1997 - 1997
NAIC 1996 - 1997
ConocoPhillips 1995 - 1996
KPMG Peat Marwick 1995 - 1995
Skills
SDLC, Project Management, Business Intelligence, IT Management, Agile Methodologies, Software Development, Leadership, Management, Strategy, Software Project..., Requirements Analysis, Project Portfolio..., Project Planning, Vendor Management, Team Leadership, Business Analysis, Information Technology, Team Management, PMP, Databases, IT Strategy, Program Management, Integration, Outsourcing, Scrum, Agile Project Management, PMO, Enterprise Architecture, CRM, Certified Scrum Master..., IT Outsourcing, System Deployment, Resource Management, Business Process, Project Delivery, Business Process..., Process Improvement, IT Service Management, SharePoint, Enterprise Software, Requirements Gathering, Infrastructure, Certified SAFe Agilist, Certified Scrum Product...
Education
University of Mumbai
Bachelors, Economics, Commerce, & Computers
Accelix LLC August 2000 - Present
US Net September 1993 - August 2000
American Management Systems (AMS) March 1986 - August 1993
KPMG Peat Marwick June 1980 - March 1986
Education
University of Maryland - Robert H. Smith School of Business 1976 — 1978
BS, Accounting / Computer Science
IBM June 2013 - Present
Deloitte Consulting, LLP May 2009 - May 2013
BearingPoint, Inc. June 2005 - May 2009
BearingPoint January 2001 - May 2005
KPMG Peat Marwick December 1997 - December 2000
Skills
Enterprise Content..., Business Process Design, Business Process..., Integration, FileNet, Business Process, Business Process..., Consulting, Enterprise Software, Solution Architecture
Education
Datapro Information Technology 1993 — 1994
Master's Diploma In Computer Software Applications, Computer Software
University of Mumbai 1989 — 1992
B.Sc., Physics & Electronics Instrumentation
Universal Music Group Nashville October 2012 - Present
Capitol Records September 1993 - October 2012
Ernst & Young 1990 - 1993
KPMG Peat Marwick 1988 - 1990
Skills
Music Industry, Entertainment, Music Publishing, Music Licensing, Music, A&R, Music Production, Digital Media, Digital Distribution, Record Labels, New Media, Recording, Social Media Marketing, Songwriting, Strategic Partnerships
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bergen Catholic High School 1980 — 1984
Matson Navigation October 1999 - Present
Matson Integrated Logistics 1999 - 2002
BFI 1995 - 2000
Greyhound 1990 - 1992
KPMG Peat Marwick 1987 - 1991
Peat Marwick 1987 - 1991
Peat Marwick 1987 - 1991
KPMG 1987 - 1991
Education
University of Northern Iowa 1983 — 1987
Good Community Church of Torrance June 2014 - Present
Church of Southland September 2013 - December 2013
New Community Baptist Church September 2012 - September 2013
New Community Baptist Church August 2006 - September 2012
Vallejo Bible College January 2012 - May 2012
Golden Gate Baptist Theological Seminary August 2011 - December 2011
PeopleSoft / Oracle October 1997 - January 2006
KPMG Peat Marwick May 1992 - September 1997
Arist Corporation July 1989 - May 1992
National Institues of Health January 1987 - July 1989
Skills
Theology, Preaching, Public Speaking, Teaching, Leadership Development, Community Outreach, Fundraising, Team Building, Leadership, Coaching, Nonprofits, Project Management, Program Development, Event Planning, Program Management, Biblical Studies
Education
Golden Gate Baptist Theological Seminary 2009 — 2016
Doctor of Philosophy (PhD), Biblical Studies - New Testament
Golden Gate Baptist Theological Seminary 2006 — 2009
Master of Divinity (MDiv), Biblical Studies - New Testament
University of Maryland College Park 1987 — 1992
Bachelor of Science (B.S.), Computer Science
Tracy Riggs, CPA October 2014 - Present
Vanguard University August 2011 - Present
Vaco October 2010 - October 2014
Robert Half Finance & Accounting October 2008 - June 2010
Tracy Blake Riggs, CPA February 1990 - November 2009
Reel Lumber Service February 1999 - October 2000
Vanguard University 1992 - 1996
KPMG Peat Marwick January 1988 - January 1990
Skills
Financial Reporting, Budgeting, Internal Controls, Forecasting, Management Consulting, Staff Training
Education
University of Louisiana at Monroe 2014 — 2017
Master of Business Administration (M.B.A.)
Vanguard University of Southern California 1985 — 1987
BA, Business Admin-Accounting
Euzoa Bible Church January 2009 - Present
Willow Creek Community Church June 2005 - May 2008
HotSpring Spas and Fitness July 1997 - June 2005
KPMG September 1989 - March 1996
KPMG 1989 - 1996
KPMG Peat Marwick 1989 - 1996
Skills
Leadership Development, Volunteer Management, Theology, Non-profits, Fundraising, Public Speaking, Community Outreach, Leadership, Nonprofits, Preaching, Discipleship, Youth Ministry, Conflict Resolution, Program Development, Non-profit..., Pastoral Care, Biblical Studies, Stewardship, Teaching
Education
Bethel Seminary 2005 — 2008
Masters, Transformational Leadership
University of Missouri-Columbia 1985 — 1989
BS, Accounting
Wells Fargo December 1999 - Present
William G. White YMCA January 2009 - December 2011
Ernst & Young 1993 - 1999
KPMG Peat Marwick 1987 - 1991
Skills
Project Management, Program Management, Team Facilitation, Program Facilitation, Collaboration, Problem Solving, Timely Decision Making, Communication, Team Leadership, Team Building, Virtual Teams, Process Improvement, Leading Change, Relationship Management, Coaching, Mentoring, Presentations, Risk Management, Strategy, Leadership, MS Project, SDLC, Visio, Business Analysis, PMO, Banking, Change Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration, Accounting
Gray Plant Mooty May 2007 - Present
Rider Bennett, LLP June 1983 - May 2007
KPMG Peat Marwick June 1978 - September 1980
Minneapolis Star August 1963 - June 1966
Skills
Shareholder Disputes, Tax Law, Corporate Finance, Corporate Governance, Mergers, Corporate Law, Executive Compensation, Business Transactions, Mergers & Acquisitions, Tax, Shareholder, Securities Regulation, Civil Litigation, Trusts, Bankruptcy, Joint Ventures, Securities, Private Equity, Executive Pay, Legal Writing, Commercial Litigation, LLC, Intellectual Property, Legal Advice, Legal Research, Estate Tax Planning, Arbitration, Litigation, Estate Planning, Licensing, Estate Law, Courts, Business Formation, Family Law, Mediation, Wills
Education
University of Minnesota Law School 1980 — 1983
JD, Law
University of Southern California 1976 — 1978
MBA, Business Administration - Emphasis in Accounting
University of Minnesota-Twin Cities 1971 — 1975
BA, Psychology
FIS July 2004 - Present
Metavante December 2001 - July 2004
ONVIA Corporation November 1999 - November 2001
Deloitte Consulting 1994 - 1999
Accenture January 1993 - December 1993
UNIVERSITY OF OKLAHOMA CAREER PLANNING SERVICES August 1991 - December 1992
Kerr-Mcgee Corporation May 1992 - August 1992
KPMG Peat Marwick November 1989 - May 1991
Skills
Product Management, Requirements Analysis, Market Research, Program Management, Positioning, Development Management, Project Management, Product Development, Vendor Management, Payments, Process Improvement, Risk Management, SDLC, Quality Assurance, Software Development
Education
University of Oklahoma - Price College of Business 1991 — 1993
Master of Business Administration, Information Systems and Human Resource Management
Catholic Charities of St. Louis August 2012 - Present
WellPoint 1997 - 2003
KPMG Peat Marwick 1994 - 1997
Naval Plant Representative Office - McDonnell Douglas 1986 - 1994
Bob Schultz Motors January 1984 - November 1986
Skills
Accounting, Audit, Communication, Customer Service, Editing, Financial Analysis, Financial Reporting, General Ledger, Office Administration, Project Management, Public Relations, SEC filings, Volunteering, Web Content, Writing, Data Analysis, PeopleSoft, Nonprofits, Outlook
Education
University of Missouri-Saint Louis 1985 — 1988
BSBA, Accounting
University of Kansas December 2012 - Present
Bowlin/Associates 1989 - Present
The University of Kansas 1996 - December 2012
KPMG Peat Marwick April 1986 - November 1989
Baptist Memorial Hospital May 1983 - April 1986
Georgia Institute of Technology January 1977 - April 1983
Skills
Statistics, Process Improvement, Hospitals, Healthcare, Project Management, C++, Research, Data Analysis, Simulations, Higher Education, Management, Teaching, Community Outreach
Education
University of Missouri-Columbia 1970 — 1977
B.S., M.S., and Ph.D., Industrial Engineering
Halberstadt Financial Consultants, Inc. 2000 - Present
High Probability Traders, LLC January 1998 - January 2000
Carnegie Foundation February 1988 - December 1997
Private Practice 1979 - 1988
KPMG Peat Marwick July 1975 - February 1979
Skills
Investment Advisory, Strategic Financial..., Investment Management, Wealth Management, Retirement Planning, Estate Planning, Asset Management, Investments, Financial Planners, Hedge Funds, Retirement, Portfolio Management, Financial Analysis, 401k, Private Equity, Wealth, Financial Modeling, Due Diligence, High Net Worth..., Alternative Investments, Financial Services, Investment Strategies, Finance, Executive Management, Asset Allocation
Education
University of Maryland College Park 1968 — 1973
BS, Accounting
Ameriprise Financial June 2007 - March 2008
Ameriprise Financial Services, Inc. August 2002 - July 2007
KPMG Peat Marwick June 1997 - August 2002
Skills
Financial Analysis, Training, Management
Education
University of Minnesota - Carlson School of Management
Kinnison & Co., LLC January 1988 - Present
Rex A Kinnison Political Consulting January 2004 - Present
City of Corpus Christi April 1999 - May 2007
KPMG Peat Marwick November 1981 - June 1986
Skills
QuickBooks, Budgets, Customer Service, Business, Strategic Planning, Accounting, Political Campaigns, Political Consulting, Project Management, Start-up Ventures, Financial Forecasting, Fundraising, Government, Management, Nonprofits, Policy, Leadership Development, Public Speaking, Public Relations, Small Business, Community Outreach, Team Building, Program Management, Social Networking, Training, Marketing, Social Media, Entrepreneurship, Leadership, Start-ups, Social Media Marketing, Business Development, Microsoft Word, Analysis, Event Management, Contract Negotiation, Access, Event Planning, Research, Human Resources, Project Planning, Marketing Communications, PowerPoint, Microsoft Excel, Marketing Strategy, Microsoft Office, Team Leadership, Advertising, Negotiation, Sales
Education
University of Mississippi 1971 — 1974
BBA, Accountancy
University of Mississippi - School of Business Administration 1971 — 1974
BBA, Accounting
GE Capital February 2015 - Present
GE Capital December 2012 - January 2015
GE Capital Real Estate January 2009 - December 2012
GE Capital Real Estate June 2007 - January 2009
InterPark January 2004 - June 2007
GE Capital January 2002 - January 2004
GE Capital October 1999 - January 2002
GE Capital Mortgage Services 1996 - 1999
GMAC/RFC March 1991 - October 1996
KPMG Peat Marwick September 1986 - September 1990
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Due Diligence, Strategic Financial..., US GAAP, Forecasting, Valuation, Financial Audits, Managerial Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Structured Finance, Private Equity, Capital Markets, Real Estate, Analysis, Asset Management, Financial Services, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
BBA, Accounting
University of Michigan 1983 — 1984
University of Minnesota-Twin Cities 1982 — 1983
Starlight Consulting, LLC 2009 - July 2013
Sanford Rose Associates International, Inc. March 2007 - October 2008
Duke University Health System January 2006 - March 2007
Duke Clinical Research Institute 2003 - 2005
Laboratory Corporation of America Holdings, Inc. 1990 - 2001
KPMG Peat Marwick 1988 - 1990
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration - Concentration in Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Masters
William High
Strategic Labor Management 2014 - Present
The Skilled Trades Company 2008 - 2014
The Church at Woodmoor 2011 - 2013
ABC Rocky Mountain Chapter 2010 - 2013
FrontRange Solutions 2006 - 2008
Ariba 2003 - 2006
Alliente 2001 - 2003
itelligence 1999 - 2001
KPMG Peat Marwick 1996 - 1999
Price Waterhouse 1993 - 1996
Skills
Contract Negotiation, Program Management
Education
University of Michigan 1989 — 1993
BS, Chemical Engineering
RPI-CS, Inc. April 2008 - Present
The Boeing Company June 2003 - March 2012
Sun Microsystems April 2000 - April 2008
CKE Restaurants, Inc. April 1999 - April 2000
KPMG Peat Marwick May 1993 - April 1997
Skills
System Architecture, Security, Linux, Program Management, Data Center, Operations Management, Professional Services, Integration, Cloud Computing, Requirements Analysis
Education
University of La Verne 1986 — 1990
Health Care Service Corp May 2015 - Present
Health Care Service Corporation (BCBS) April 2013 - April 2015
Brinker International June 2012 - January 2013
Brinker International September 2010 - June 2012
Brinker International March 2006 - September 2010
May Department Stores 1986 - 2006
KPMG Peat Marwick September 1983 - August 1986
Skills
Benefits Administration, Employee Benefits, Deferred Compensation, Succession Planning, Onboarding, HRIS, Performance Management, Risk Management, Talent Management, Human Resources, Employee Engagement, PeopleSoft, Leadership Development, Coaching, Organizational..., Workforce Planning, Insurance, Strategy, Leadership, Process Improvement, Personnel Management, Change Management, Mergers & Acquisitions, Policy, Executive Management, Program Management, Analysis, Employee Training, Management, Strategic Planning, Vendor Management, Team Building, Negotiation, Finance, Budgets
Education
University of Missouri-Columbia 1979 — 1983
BSBA, Accounting
Pacifica Graduate Institute May 2004 - Present
Wireless Facilities, Inc. 1999 - May 2004
KPMG Peat Marwick October 1996 - May 1998
Mitchell, Williams, EDS Partnership 1996 - 1996
Resolution Trust Corporation 1992 - 1995
Texas State Optical, Inc 1990 - 1991
Skills
Accounting, Management, Financial Reporting, Access, Microsoft Excel, Auditing, Financial Analysis, Financial Accounting, Database Administration, Oracle, Research, Data Warehousing, Microsoft SQL Server, Microsoft SQL Reporting..., Microsoft SQL..., PowerCampus
Education
University of Louisiana at Monroe 1985 — 1989
BBA, Accounting
University of Louisiana at Monroe 1985 — 1989
BBA, Accounting
Turnkey Technologies, Inc. February 2014 - Present
RSW Admin April 2008 - December 2013
St Louis Christian College January 2007 - November 2008
Quest Diagnostics Incorporated 1997 - 2006
Edward Jones 1982 - 1996
KPMG Peat Marwick May 1980 - March 1982
Skills
Process Improvement, Management, Financial Analysis, Budgets, Change Management, Finance, Corporate Finance, Financial Reporting, General Ledger, Accounting, Analytics, Payroll, Sarbanes-Oxley Act, Accounts Receivable, Team Leadership, Internal Controls, Fund Accounting, Training, Human Resources, Medical Billing, Account Reconciliation, Strategic Planning, Financial Services, Healthcare, Investments, Forecasting, Leadership, Mergers & Acquisitions
Education
University of Missouri-Columbia, College of Business 1976 — 1980
BSBA, Accounting
Community Shores Bank Corporation ControllerCorus Bank1990 - 1997
KPMG Peat Marwick 1988 - 1990
Education
University of Michigan 1984 — 1988
BBA, Accounting
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
Jackson High School 1980 — 1984
Diploma
Delta Air Lines 2009 - Present
Northwest Airlines 2007 - 2009
Northwest Airlines 2006 - 2007
Northwest Airlines 2003 - 2005
Northwest Airlines 1998 - 2002
Northwest Airlines 1996 - 1997
KPMG Polska 1995 - 1996
KPMG Peat Marwick 1992 - 1995
Skills
Airlines, Aviation
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MBA, Finance and Marketing
University of Minnesota-Twin Cities 1987 — 1992
BSB, Accounting and History
Cordes & Company 2006 - Present
Fiduciary Associates, LLC 2004 - 2006
ING 1990 - 2003
KPMG Peat Marwick 1981 - 1990
Skills
Start-ups
Education
University of Minnesota-Twin Cities 1977 — 1981
TD BANK, America’s Most Convenient Bank April 2013 - Present
KPMG March 2011 - March 2013
PMRS, Inc. October 2005 - March 2011
KPMG Peat Marwick 1997 - 2005
Goldman Sachs January 1999 - January 2001
General Accident Insurance Company of America January 1996 - January 1997
Marshall, Dennehey January 1995 - January 1996
Skills
Auditing, Financial Analysis, Internal Audit, Financial Reporting, Internal Controls, Finance, Accounting, Management, Sarbanes-Oxley Act, CPA, Financial Accounting
Education
University of Notre Dame 1993 — 1995
Bachelors of Business Administration, Accountancy
Piston Group March 2007 - Present
AIREA March 2007 - Present
BBK January 2003 - March 2007
Edcor Data Services December 1990 - December 2002
Salzgitter USA September 1987 - December 1990
KPMG Peat Marwick June 1980 - August 1987
Education
University of Michigan - Stephen M. Ross School of Business
BBA
Ordway Center for the Performing Arts May 1993 - Present
Ordway Center 1993 - Present
KPMG Peat Marwick 1984 - 1993
Education
University of Minnesota - Carlson School of Management 1981 — 1984
ABeam Consulting (USA) February 2013 - Present
Fiserv January 2009 - 2012
LogicaCMG May 2006 - May 2008
IBM Global Services January 2001 - December 2002
Bank of America July 1996 - January 1999
KPMG Peat Marwick January 1989 - May 1996
KPMG Peat Marwick 1989 - 1996
Electronic Data Systems September 1983 - October 1985
Skills
Business Analysis, Treasury Management, Payments, Budgets, Sales, Banking, Outsourcing, Business Intelligence, Commercial Banking, Payment Card Processing, Business Development, Credit Cards, IT Strategy, ACH, Vendor Management, Business Process..., Payment Systems, Strategy, Debit Cards, Risk Management, Retail Banking, Financial Institutions, Project Management, PMO, Software Project..., SDLC, Financial Services, Process Improvement, Requirements Analysis, SWIFT payments, Management, Consulting, Change Management, Access, Internet Banking, Mobile Payments
Education
University of North Carolina at Charlotte 1970 — 1974
Bachelor of Science (BS), Mathematics
AccruePartners May 2014 - Present
General Dynamics May 2009 - April 2014
Financial Audit and Compliance Consultants May 2003 - November 2009
Hudson March 2008 - January 2009
KPMG Peat Marwick January 1998 - February 2002
Barnett Bank December 1996 - December 1997
Commonwealth Land Title Insurance November 1990 - December 1996
Skills
Leadership, Financial Reporting, Internal Audit, CISA, Sarbanes-Oxley Act, Internal Controls, Auditing, Governance, Enterprise Risk..., Accounting, Sarbanes-Oxley, Risk Assessment, Nonprofits, Certified Fraud Examiner, Risk Management, Process Improvement, IT Audit, Information Security, Training, Operational Risk..., Finance, Financial Audits, CPA, COSO, Assurance
Education
University of South Florida 1986 — 1989
University of North Florida - College of Business Administration
Forte Industries CFODomin-8 Enterprise Solutions2006 - 2007
Belcan Corproation 1997 - 2006
General Revenue Corporation 1995 - 1997
CAD CAM 1994 - 1995
SDRC 1987 - 1994
Clopay Building Products 1977 - 1987
KPMG Peat Marwick 1972 - 1977
Education
Xavier University 1971 — 1972
MBA, Accounting, Tax, Economics
University of Notre Dame 1965 — 1969
BBA Finance, Finance
Wilshire Partners of CA, LLC March 2001 - Present
Wilshire Partners of CA, LLC March 2001 - Present
SYS Hospitality and S&S Hospitality September 2010 - September 2012
WMI and Subsidiaries November 2009 - September 2011
Jackson Corporation December 2008 - December 2010
We Care Transportation, Inc. September 2005 - August 2007
CNB International, Inc. March 1999 - May 2001
Clearing Niagara, Inc June 1993 - March 1999
KPMG Peat Marwick 1984 - 1990
Deloitte Haskins & Sells 1982 - 1984
Education
University of Notre Dame - Mendoza College of Business 1978 — 1982
BBA, Acounting
St Joseph Collegiate Institute 1973 — 1978
Retired and liking it October 2013 - Present
Symantec November 2004 - June 2013
Symantec November 2004 - June 2013
Common Sense Consulting October 1994 - November 2004
Sedgwick May 1983 - September 1994
KPMG Peat Marwick June 1975 - May 1983
Skills
Governance, Risk and..., Enterprise Risk..., SOX Compliance..., Risk Assessment, Strategic Planning, Mergers and Acquisitions, International Business..., Financial Planning and..., Effective Team Leader, Talent Developer, Driving effective and..., Sarbanes-Oxley Act, Internal Controls, Mergers, Governance, Internal Audit, Financial Reporting, Risk Management, SOX 404, External Audit, Mergers & Acquisitions, Corporate Finance, Financial Risk, Revenue Recognition, SEC filings
Education
University of Northern Iowa 1972 — 1975
BA, Accounting
Dougherty & Company May 1990 - Present
KPMG Peat Marwick January 1988 - May 1990
Skills
Acquisition Integration, Financial Modeling, Due Diligence, Finance, Accounting, Financial Analysis
Education
University of Montana 1983 — 1987
BS, Accounting
OHSU March 2013 - Present
Stimson Lumber Company January 2012 - March 2013
Lake County Concil on Aging November 2010 - August 2011
Karlovec & Co., Inc. September 2004 - October 2010
Deloitte 1996 - 2005
KPMG Peat Marwick September 1993 - February 1996
Education
Case Western Reserve University - Weatherhead School of Management 1991 — 1993
MBA, Accounting and HR Management
University of Michigan 1985 — 1989
BA, Psychology
GMAC ResCap 1997 - Present
SuperValu 1995 - 1997
Pentair 1988 - 1995
KPMG Peat Marwick 1984 - 1988
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Finance
University of Wisconsin-La Crosse 1980 — 1984
Bachelor of Science, Accountancy
PwC February 2015 - Present
BDO USA, LLP July 2012 - January 2015
KPMG Peat Marwick January 2005 - July 2012
E & Y April 2002 - December 2004
Arthur Andersen 1997 - 2002
Wolpoff & Company August 1990 - December 1996
Skills
SEC filings, US GAAP, Internal Controls, CPA, GAAP, Accounting, Auditing, Financial Analysis, Management, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, Assurance, External Audit, Big 4, Financial Accounting
Education
University of Maryland Baltimore County 1985 — 1990
BS Economics, Accounting and Finance
PQ Corporation August 2015 - Present
Peabody Energy June 2008 - July 2015
Peabody Energy August 2007 - June 2008
Peabody Energy December 2006 - August 2007
Peabody Energy February 2006 - December 2006
Peabody Energy January 2004 - February 2006
Peabody Energy December 2000 - January 2004
Peabody Energy September 1998 - December 2000
MEMC Electronic Materials September 1995 - August 1998
KPMG Peat Marwick September 1989 - August 1995
Skills
Risk Management, Accounting, Budgeting, Financial Reporting, Forecasting, Financial Planning, Mining, Strategic Planning, Corporate Finance, Management, Project Planning, Financial Modeling, Internal Controls, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Auditing, Budgets
Education
Washington University in St. Louis 2002 — 2004
MBA
University of Missouri-Columbia 1985 — 1989
BS, Accounting
HDR Engineering June 2004 - Present
CSX Transportation 1987 - 2004
KPMG Peat Marwick 1985 - 1987
Skills
Training, Employee Relations, Benefits Administration, Human Resources, PeopleSoft, Succession Planning
Education
University of North Florida 1985 — 2000
MBA
University of Notre Dame 1981 — 1985
BS, Accounting
GW Carter, Ltd. January 2015 - Present
JHD Ventures, LLC May 2009 - December 2014
Jefferson Wells International September 2006 - April 2009
Johnson Brothers Liquor Co. April 2003 - March 2005
Katun Corporation March 2001 - October 2002
KPMG Peat Marwick 1995 - 1999
Skills
Tax Accounting, Account Reconciliation, Tax Returns, GAAP, Income Tax, Tax Research, Consolidation, Corporate Tax, Journal Entries, Forecasting, Tax
Education
University of Minnesota - Carlson School of Management 1994 — 1997
MBT, Taxation
Contour Properties, LLC January 2000 - Present
KV Oil & Gas, Inc January 1994 - January 2000
Lexmark International January 1992 - January 1994
KPMG Peat Marwick January 1990 - January 1992
Skills
Budgets, Investors, Disposition, Commercial Real Estate, Negotiation, Real Estate, Accounting, Banking, Acquisitions, Property, Customer Service, Dispositions
Education
MBA University of Kentucky
University of Kentucky 1986 — 1990
BS, Accounting, Finance
ST Specialty Foods March 2012 - Present
ST Specialty Foods February 2011 - March 2012
Urologix, Inc. January 2009 - February 2011
Pepsi Bottling Group 1997 - 1999
Pepsi Cola Bottling 1997 - 1999
Pepsi Bottling Group 1997 - 1998
Tos Corp 1996 - 1997
Rattlesnake Holding Company July 1994 - September 1996
KPMG Peat Marwick 1990 - 1994
Skills
Sarbanes-Oxley Act, Financial Analysis, Forecasting, Strategic Planning, Budgets, Process Improvement, Financial Modeling, Finance, Accounting, SEC filings, Leadership, Mergers, Mergers & Acquisitions, Auditing, Consolidation, Managerial Finance, Financial Reporting
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Bachelor, Accounting
Yeo & Yeo CPAs and Business Consultants September 2012 - Present
Hauswirth Moncrief PLLC September 2007 - September 2012
Jenkins Magnus Volk & Carroll PC December 1989 - September 2007
KPMG Peat Marwick July 1983 - December 1989
Skills
Financial Analysis, Due Diligence, Accounting, Tax, Strategic Planning, Strategic Financial..., Small Business, Financial Modeling, Financial Reporting, Valuation, Budgets, Estate Planning, Asset Managment, Auditing, Finance, Private Equity, Forensic Accounting, Internal Controls, Managerial Finance, Insurance, Cash Management, Tax Preparation, Asset Management, CPA, Management Consulting
Education
University of Notre Dame 1979 — 1983
BBA, Accounting
Courage Kenny Rehabilitation Institute January 1990 - Present
KPMG Peat Marwick September 1986 - January 1990
Skills
Nonprofits, Sarbanes-Oxley Act, Budgets, Financial Analysis, Accounts Payable, Financial Reporting, Data Analysis, Accounting, Strategic Planning, Healthcare Management, General Ledger, Leadership, Financial Accounting, Fundraising, GAAP, Payroll, CPA
Education
University of Northern Iowa 1982 — 1986
Bachelor of Science (BS), Accounting
Chesapeake Financial Shares CEOChesapeake Financial Shares/Chesapeake BankJuly 1990 - Present
KPMG Peat Marwick January 1984 - June 1990
Skills
Banking, Commercial Lending, Credit, Financial Analysis, Investments, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Consumer Lending, Retail Banking, Finance
Education
University of North Carolina at Chapel Hill 1979 — 1983
BSBA, Accounting
Woodberry Forest School 1976 — 1979
High School
Sandman Beach Cleaning LLC July 2015 - Present
Scotus Central Catholic HS September 2012 - Present
Loup River Public Power District May 1991 - September 2015
Scotus Central Catholic HS March 2007 - May 2015
Pekny & Associates December 2013 - April 2014
Cornhusker Public Power District January 1989 - May 1991
KPMG Peat Marwick January 1984 - December 1988
Skills
Budgeting, Management Consulting, Strategic Planning, PowerPoint, Financial Management, Microsoft Office, Tax Preparation, Tax Accounting, Microsoft Word, Project Management, Internal Controls, Budgets, Managerial Finance, Business Strategy, Auditing, Change Management, Microsoft Excel, Accounting, Financial Modeling, Financial Reporting, Financial Accounting, Financial Analysis, Finance, SAP, Customer Service, Process Improvement
Education
University of Nebraska-Lincoln 1979 — 1983
BS, Accounting/Finance
City of Raleigh June 2009 - Present
Lenovo 2005 - 2009
IBM October 1996 - March 2004
KPMG Peat Marwick September 1995 - October 1996
Skills
Financial Reporting, Financial Analysis, Forecasting, Managerial Finance, Accounting, Auditing, Cash Management, General Ledger, Internal Controls, Process Improvement, Business Process..., Budget, SAP, Sarbanes-Oxley Act, Financial Modeling, Financial Accounting, Accounts Receivable, Accounts Payable, PeopleSoft, Team Leadership, Leadership, Management, Finance
Education
UNC-CH -- MAC & BSBA 1990 — 1995
MAC & BSBA, Accounting & Business Degree
University of North Carolina at Chapel Hill 1990 — 1995
MAC, BSBA, Accounting and Business/Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1995
MAC, BSBA, Accounting
GoTriangle July 2015 - Present
NC Department of Transportation October 2014 - July 2015
Parsons Brinckerhoff March 2012 - October 2014
Amtrak August 2010 - March 2012
Amtrak April 2005 - August 2010
Amtrak January 2004 - April 2005
KPMG Peat Marwick 1995 - 1997
Skills
Transportation, Operations Management, Contract Management, Change Management, Financial Modeling, Financial Analysis, Rail, Project Planning, Process Improvement, Cross-functional Team..., Policy, Program Management, Logistics, Transportation Planning, Team Building, Budgets, Contract Negotiation, Project Management, Strategic Planning, Business Process...
Education
Wake Forest University - Babcock Graduate School of Management 1993 — 1995
MBA
University of North Carolina at Wilmington 1988 — 1992
BS, Business Management
SarahCare Adult Day Care Centers September 2006 - Present
RTU & Associates, Inc. January 1998 - Present
Bass Consultants, Inc. July 1996 - January 2006
KPMG Peat Marwick May 1977 - September 1989
Skills
Healthcare, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Team Building, Project Management, Hospitals, Microsoft Excel, Coaching, Event Planning, Marketing, Management, Actuarial Science, Budgets, Qualified Retirement...
Education
University of Michigan 1974 — 1976
Masters, Actuarial Mathematics
University of the Philippines 1968 — 1972
Bachelor of Science, Mathematics
Continuous Coating Corp. November 2006 - Present
Scott, Bankhead & Co. August 1980 - December 2007
KPMG Peat Marwick July 1971 - July 1980
US Army November 1964 - August 1967
Education
University of Kentucky 1967 — 1971
Bachelor of Sciences, Accounting
Holmes High School 1960 — 1964
Walton-Verona High School 1951 — 1960
Sun Life Financial July 2013 - Present
Sun Life Financial May 2012 - June 2013
Sun Life Financial January 2008 - April 2012
Sun Life Financial July 2004 - December 2007
One Beacon 2003 - June 2004
John Hancock 1999 - 2003
Eastern Bank 1990 - 1999
KPMG Peat Marwick 1986 - 1990
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Internal Audit, SEC filings, Auditing, Sarbanes-Oxley, CPA, US GAAP, GAAP, Financial Reporting, IFRS, Strategic Financial..., Financial Analysis, IT Audit, Financial Planning, SEC Filings
Education
Stonier Graduate School of Banking 1996 — 1998
Masters in Banking, with Distinction
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo 1993 - 2012
KPMG Peat Marwick August 1987 - January 1993
Skills
Auditing, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, FHA, Finance, Financial Services, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Residential Mortgages, Risk Management, Small Business Lending, Underwriting
Education
University of Maryland College Park 1985 — 1987
BS, Accounting
Invesco Ltd. January 2010 - Present
Mustang Gas Compression, LLC August 2008 - December 2009
Capsources July 2007 - August 2008
Invesco Aim September 1992 - July 2007
KPMG Peat Marwick July 1991 - September 1992
Education
University of Notre Dame
Bachelor of Business Administration, Accountancy
Fleming 1987 - 1997
KPMG-Peat Marwick June 1980 - September 1982
Education
University of North Carolina at Charlotte - Belk College of Business 1978 — 1980
B.S., Accounting
Wake Forest University 1969 — 1971
SunTrust Bank April 2013 - Present
SunTrust Bank March 1991 - March 2013
Coldwell Banker Residential Real Estate 1986 - 1991
KPMG Peat Marwick 1978 - 1980
Skills
Wealth Management, Wealth Management..., Strategic Financial..., Commercial Lending, Private Banking, Credit Analysis, Financial Planning, Finance, Financial Analysis, Loans, High Net Worth..., Credit, Estate Planning, Treasury Management, Due Diligence, Financial Services, Commercial Banking, Risk Management, Mortgage Lending, Retirement Planning, Cash Management, Financial Risk, Relationship Management, C.P.A., Small Business Lending, Consumer Lending, Wealth, Credit Risk
Education
University of Miami - School of Business 1974 — 1978
B.B.A., Accounting, Cum Laude
Immaculata - La Salle High School
Dana L Owens Inc July 2001 - Present
NJ Transit July 2001 - Present
Enron Broadband Services January 2000 - July 2001
Enron Broadband Systems 2000 - 2001
Bell Atlantic October 1997 - January 2000
IBM January 1997 - October 1997
KPMG Peat Marwick October 1991 - November 1996
Pharmakinetics Labs, Inc January 1989 - March 1992
United States Air Force – Pope AFB November 1972 - April 1977
Skills
Strategic Planning, Business Strategy, Management Consulting, Start-ups, Entrepreneurship, Telecommunications, New Business Development, Wireless, Business Planning, Negotiation, Integration, Sales Management, Program Management, Project Planning, MS Project, Public Relations, Project Management, Contract Negotiation, Management, Leadership
Education
University of New Haven 1980 — 1984
B.S., Business Admin
Fitch Sr. High 1969 — 1972
HS, Business; Nursing
University of New Haven
B.S, Business Administration
iHub Hosting July 2005 - Present
Integrations December 2002 - December 2005
Gideon December 2003 - July 2005
Fleming Companies December 1995 - December 2003
KPMG Peat Marwick December 1991 - December 1992
Skills
Software Development, Leadership, Project Management, Training, Business Process, Web Services, Public Speaking, Databases, Access, Strategic Planning, New Business Development, Business Intelligence, Team Building, Business Analysis, Cloud Computing, SaaS, Process Improvement, Integration, Vendor Management, Consulting, Business Process..., Management Consulting, Start-ups, Information Technology, Enterprise Software, Professional Services, ERP, IT Strategy, Management, Outsourcing
Education
University of Oklahoma 1985 — 1990
BBA, Accounting
Sauer-Danfoss 2003 - Present
Rockwell Collins August 2002 - October 2003
Pioneer Hi-Bred International Inc June 1992 - June 2002
KPMG Peat Marwick September 1987 - June 1992
Skills
Cash Flow, SAP, SAP R/3, Financial Reporting, Manufacturing, NWC Management, Finance, Leadership, Accounting, Auditing, Analysis, Management, Change Management, Strategic Planning, Strategic Financial...
Education
University of Northern Iowa
Bachelor of Arts, Accounting
Liberty Tax Service August 2013 - March 2014
Jo-Kell Inc. August 2012 - April 2013
Xe Services, LLC April 2010 - October 2011
Sand Dollar Strategies, Inc. October 2008 - June 2010
Dominion Enterprises 2000 - 2008
Dominion Enterprises April 1998 - December 2000
Mary Immaculate Hospital, Inc. February 1992 - August 1997
KPMG Peat Marwick May 1989 - February 1992
Beverly Enterprises, Inc. May 1986 - April 1989
Skills
Certified Public..., Certified Fraud..., Master Certificate in..., Series 3 – National..., Series 7 – General..., Series 63 – Uniform..., Series 65 – Uniform..., Cash Flow, Tax Preparation, Financial Reporting, CPA, Process Improvement, Accounting, Auditing, Leadership, Team Building, Financial Analysis, General Ledger, Finance, Healthcare, Managerial Finance, Budgets, Management, Sarbanes-Oxley Act, Internal Controls, Strategic Planning, Accounts Receivable, Nonprofits, Marketing, Financial Accounting
Education
University of Mary Washington
B.S., Business Administration
Beam Mack Sales & Service, Inc. 2007 - Present
Bell Corp. 2001 - 2005
Unity Health System 1993 - 2001
KPMG Peat Marwick 1989 - 1993
Skills
Accounting, Cash Management, US GAAP, Financial Reporting, Accounts Payable, Internal Controls, Financial Analysis
Education
University of Notre Dame 1985 — 1989
BBA, Accounting
KPMG Peat Marwick 1978 - 1991
Skills
Financial Reporting, Auditing, Accounting
Education
University of Notre Dame 1974 — 1978
BBA, Accountancy
KPMG Peat Marwick June 1990 - June 1994
Skills
Advertising, Social Media, Social Media Marketing, Marketing Strategy, Digital Marketing, Marketing, Direct Marketing, Editing, Email Marketing, Copywriting, Direct Mail, Marketing Communications, Media Relations, Press Releases
Education
University of North Texas
BBA
St. John's High School
Aetna July 2013 - Present
Aetna June 2011 - July 2013
DCS CAPITAL January 2005 - December 2009
WEST BROADWAY PARTNERS January 1998 - January 2005
GOLDMAN, SACHS & COMPANY January 1994 - January 1998
KPMG Peat Marwick January 1991 - January 1994
Skills
Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Marketing, Finance, Investments, Valuation, Management
Education
University of Notre Dame 1988 — 1991
B.B.A, Accounting
A Place for Mom June 2015 - Present
Omada International March 2014 - June 2015
Flow International Corporation July 2010 - March 2014
Flow International May 2008 - July 2010
KPMG Peat Marwick 2002 - 2006
KPMG LLP 2002 - 2006
Skills
Financial Reporting, Strategic Financial..., Forecasting, Sarbanes-Oxley Act, Accounting, Managerial Finance, Business Intelligence, Financial Analysis, SEC filings, Business Planning, Cost Accounting, Analysis, Process Improvement, Variance Analysis, Budgets, ERP, Business Process, Financial Accounting, Financial Modeling, Auditing, US GAAP, Internal Audit, Consolidation, Internal Controls, Sarbanes-Oxley, Financial Audits, Revenue Recognition, Financial Planning, SEC Filings
Education
University of Missouri-Columbia, College of Business 1999 — 2003
Masters, Accounting
Summit ESP April 2015 - Present
CIRCOR International, Inc. January 2014 - March 2015
GE Oil & Gas Artificial Lift January 2012 - January 2014
TransAtlantic Petroleum Ltd. February 2011 - September 2011
Private equity investees of Wexford Capital, LP November 2007 - February 2011
GE Oil & Gas - Artificial Lift (formerly Wood Group Plc) March 2001 - November 2007
Infinitec Networks, Inc. August 1998 - February 2001
KPMG Peat Marwick July 1996 - August 1998
US Army July 1989 - April 1993
Education
University of Oklahoma - Price College of Business 1993 — 1996
Bachelor of Accountancy
University of Oklahoma - Price College of Business 1993 — 1996
Bachelor of Business Administration
RBS Markets & International Banking January 2011 - January 2013
Barclays Capital October 2004 - August 2010
Merrill Lynch February 1998 - October 2004
KPMG Peat Marwick July 1994 - February 1998
Skills
Auditing, Financial Accounting, Capital Markets, Financial Analysis, Fixed Income, Derivatives, Internal Controls, Investment Banking, Financial Modeling, Financial Risk, Risk Management, Valuation, Financial Reporting, Due Diligence, Corporate Finance, Enterprise Risk..., Internal Audit
Education
University of Miami - School of Business 1992 — 1994
BS, Accounting
The Hechtman Group 2012 - Present
Dale Bugasch and Associates December 2009 - November 2012
Kinea Design May 2011 - February 2012
Abbott Laboratories 1998 - 2000
Price Waterhouse 1995 - 1998
KPMG Peat Marwick 1993 - 1995
Education
University of Minnesota - Carlson School of Management
MBA, Finance and Accounting
University of Wisconsin-Madison
BS, International Relations and Russian Area Studies
Leonard Associates LLC November 1997 - Present
KPMG Peat Marwick June 1992 - April 1996
Skills
QuickBooks, Financial Analysis, Accounting, Process Improvement, Team Building, Strategic Planning, Customer Service, Marketing Strategy, Microsoft Word, Business Analysis, Account Management, Microsoft Office, Microsoft Excel, Accounts Receivable, Performance Management, Social Media, Team Leadership, Leadership, Financial Reporting, Program Management, Organizational..., Leadership Development, Marketing
Education
University of Kentucky 1987 — 1992
BS & MS, Accounting
Wells Fargo Wealth Management June 2012 - Present
CFA NC Society July 2011 - June 2014
Wells Fargo Securities January 2012 - April 2012
TIAA-CREF June 2011 - November 2011
Evergreen Investments 2005 - 2009
BB&T Asset Management 2002 - 2005
Evergreen Investments 2002 - 2002
Evergreen Investments 2000 - 2002
Wachovia, A Wells Fargo Company 1991 - 2000
KPMG Peat Marwick 1986 - 1988
Skills
Portfolio Management, Project Management, Leadership, Project Planning, Financial Analysis, Data Analysis, Economics, Investments, Mutual Funds, Investment Management, Equities, Wealth Management, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Equity Research, Investment Strategies, Structured Products, High Net Worth..., Emerging Markets, Strategy, Alternative Investments, Asset Allocation, Hedge Funds, Chartered Financial..., Securities, Investment Advisory, Superior Client Service, Risk Management, Management, Financial Services, Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1986
BSBA, Accounting
CanHave Time 2009 - Present
Sun Life of Canada 1993 - 1998
KPMG Peat Marwick 1992 - 1993
Skills
Time Management, Personal Shopping, Customer Satisfaction, Concierge Services, Personal Assistant, Event Planning, Personal Chef Services, Property Management, Home Staging, Move Management, Customer Service, Project Planning,..., Fundraising, Travel Arrangements, Arts & Entertainment..., Antiques and Art..., Vehicle Valuation and..., Elder Care Management, Hospice Care Management, Organized Multi-tasker, Creativity, Analytical Skills, Highly motivated..., Passion for Helping..., Oral & Written..., Negotiation, Social Networking, Team Building, Attention to Detail, Strong Organizational...
Education
University of Massachusetts Lowell
Bachelor's Degree, Accounting
Burlington High Schoool
John M. Campbell & Co. / Petroskills August 2012 - June 2013
Independent Consultant June 2011 - December 2011
Market Planning Solutions Inc. August 2004 - May 2011
MPSI May 1994 - August 2004
MPSI March 1984 - May 1994
KPMG Peat Marwick June 1975 - March 1984
Skills
Accounting
Education
University of Oklahoma
BS, Accounting, Finance, Business Law
Trinity High School April 2008 - Present
Ursuline Campus Schools 1999 - 2002
Home Care Partners 1990 - 1992
Louisville Gas & Electric Company 1989 - 1990
KPMG Peat Marwick 1987 - 1989
Skills
General Ledger, Financial Reporting, Accounts Payable, Account Reconciliation, Accounts Receivable, GAAP, Financial Statements, Internal Controls, Financial Accounting, Financial Analysis, Fixed Assets, Payroll, Auditing, Journal Entries, Budgets, Variance Analysis, Accruals, Cash Flow, Accounting, Bank Reconciliation
Education
University of Louisville
Bachelor of Science in Business Administration, Accounting
Endsource Tax LLC August 2010 - Present
Reynolds & Franke, PC April 2009 - July 2009
KPMG Peat Marwick April 2007 - March 2009
Thomson Financial June 1999 - August 2004
Skills
Bookkeeping, Tax, Tax Research, Tax Returns, Trusts, Accounting, Small Business, Internal Controls, Auditing, Tax Advisory, Financial Accounting, Tax Accounting, Corporate Tax, Peachtree, Tax Preparation, CPA, Financial Analysis, QuickBooks, Financial Reporting, International Tax, Mergers & Acquisitions, Income Tax, GAAP, Cash Flow, Finance, General Ledger
Education
University of Richmond School of Law 2004 — 2007
JD, LAW
University of Maryland College Park 1994 — 1998
BS, Computer Science
Romito, Tomasetti & Associates, P.C. December 1976 - Present
KPMG Peat Marwick September 1962 - December 1976
Skills
Accounting, Mergers & Aquisitions, Tax planning for..., US and multi state tax..., Business valuations, Accounting and auditing, Attestation services, Employee Benefits, Mergers & Acquisitions, Financial Accounting, Assurance, Auditing, Business Valuation, Income Tax
Education
University of Massachusetts, Amherst 1958 — 1962
BBA, Accounting
USAA Real Estate Company October 2008 - June 2011
JPI Partners, LLC October 2007 - August 2008
Bartonville WSC May 1999 - September 2007
KPMG Peat Marwick May 1995 - February 1998
Pacific Enterprises Oil Company February 1990 - May 1995
Education
University of North Texas
M.S, Accounting
University of North Texas
B.S, Accounting
MFA Financial April 2015 - Present
Bank of America April 2013 - April 2015
Royal Bank of Scotland January 2012 - March 2013
Financial Services Consultant February 2011 - December 2011
Deutsche Bank June 2009 - February 2011
Deutsche Bank October 2007 - June 2009
Morgan Stanley July 1998 - October 2007
Nomura Securities 1994 - 1998
Bear Stearns 1991 - 1994
KPMG Peat Marwick 1985 - 1991
Skills
Product Control, MBS, Financial Accounting, Securitization, reit, Internal Audit, ABS, CMBS, Investment Banking, Valuation, Derivatives, Finance, Structured Products, Treasury, Credit, Financial Analysis, Rates, Equity Derivatives, Financial Modeling, Asset Management, Interest Rate..., Fixed Income, Trading, Securities, Hedge Funds, Capital Markets, Financial Reporting, Banking, Equities, Credit Derivatives, Private Equity, Loans, Asset Managment, Middle Office, Mergers & Acquisitions, REIT, Auditing, Mutual Funds
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
Maner Costerisan Certified Public Accountants October 1997 - Present
Deloitte and Touche 1995 - 1997
Michigan National Corporation January 1990 - July 1995
KPMG 1986 - 1990
KPMG Peat Marwick 1982 - 1986
Peat, Marwick, Mitchell & Co. 1976 - 1982
Education
University of Michigan Business School 1974 — 1976
BBA, accounting
James P.Friedman, CPA (APC) July 1991 - Present
Friedman, Hirling, Lambert & Lorio CPAs (APC) January 1990 - June 1991
James P. Friedman, CPA January 1989 - December 1989
KPMG Peat Marwick August 1984 - December 1988
James P. Friedman, CPA January 1982 - July 1984
Charlet & Smith, CPAs' May 1974 - December 1981
Education
University of New Orleans 1970 — 1974
Bachelor of Science, Accounting
Bank of America April 2010 - Present
First Horizon National Corporation January 2008 - April 2010
HSBC Consumer and Mortgage Lending August 2004 - October 2007
Bank of America January 1998 - August 2004
KPMG Peat Marwick August 1996 - January 1998
NationsBank August 1994 - August 1996
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor's degree, Psychology
Whitney Bank June 2012 - Present
Capital One 2006 - 2012
Hibernia National Bank 2003 - 2006
Hibernia National Bank 2000 - 2003
Bank One 2000 - 2000
Bank One 1998 - 2000
First National Bank of Commerce 1997 - 1998
First National Bank of Commerce 1996 - 1997
First National Bank if Commerce 1994 - 1996
KPMG Peat Marwick 1992 - 1994
Skills
Credit, Commercial Banking, Retirement Planning, Banking, Investments, Portfolio Management, Management, Loans, Retail Banking, Credit Analysis
Education
University of New Orleans
Bachelor’s Degree, B.S., Finance