KPMG Peat Marwick
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Customer service: 00 800 5555 5522 Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Number of employees: 207,050 (2018) Founded: 1987 Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
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KPMG Peat Marwick Employees
Employee
Years
Job
Industry
Cammi Libby Cammi Libby's KPMG Peat Marwick Experience 1980 - 1984
Job CFO at Legacy Capital
Industry Real Estate
Experience
Legacy Capital March 2002 - Present
Savers January 1990 - March 2002
Sweeney Conrad 1989 - 1992
KPMG Peat Marwick 1980 - 1984
Education
University of Oregon 1976 — 1980
Bachelors of Science, Accounting
Golden Gate University
Masters of Science, Taxation
Legacy Capital March 2002 - Present
Savers January 1990 - March 2002
Sweeney Conrad 1989 - 1992
KPMG Peat Marwick 1980 - 1984
Education
University of Oregon 1976 — 1980
Bachelors of Science, Accounting
Golden Gate University
Masters of Science, Taxation
Rhonda S. McBride, CPA Rhonda S. McBride, CPA's KPMG Peat Marwick Experience 1992 - 1995
Job Director of Accounting & Reporting
Industry Accounting
Experience
Inogen February 2014 - Present
Inogen February 2014 - October 2014
Rhonda S. McBride, CPA December 2008 - February 2014
Smarsh June 2007 - November 2008
Assisted Living Concepts November 1995 - December 1998
Integrated Measurement Systems, Inc. 1995 - 1995
KPMG Peat Marwick 1992 - 1995
Evergreen International Airlines 1989 - 1992
Skills
CPA, SEC filings, Financial Analysis, Budgets, Private Equity, Project Accounting, Forecasting, Revenue Recognition, GAAP, US GAAP, Financial Accounting, Internal Controls, Account Reconciliation, Finance, Auditing, Accounting, Financial Reporting, SEC Filings
Education
University of Oregon 1987 — 1989
BS
Inogen February 2014 - Present
Inogen February 2014 - October 2014
Rhonda S. McBride, CPA December 2008 - February 2014
Smarsh June 2007 - November 2008
Assisted Living Concepts November 1995 - December 1998
Integrated Measurement Systems, Inc. 1995 - 1995
KPMG Peat Marwick 1992 - 1995
Evergreen International Airlines 1989 - 1992
Skills
CPA, SEC filings, Financial Analysis, Budgets, Private Equity, Project Accounting, Forecasting, Revenue Recognition, GAAP, US GAAP, Financial Accounting, Internal Controls, Account Reconciliation, Finance, Auditing, Accounting, Financial Reporting, SEC Filings
Education
University of Oregon 1987 — 1989
BS
Muneer Kazmi Muneer Kazmi's KPMG Peat Marwick Experience December 1994 - January 1996
Job Principal Success Manager, Customer Success Management at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com August 2013 - Present
PerkinElmer October 2006 - July 2013
NaviSite, Inc. August 2006 - October 2006
Extraprise November 1998 - August 2006
Access Consulting - Formerly Ashir Associates (Pvt.) Limited April 1996 - June 1997
KPMG Peat Marwick December 1994 - January 1996
Skills
Siebel, Salesforce.com, Management Consulting, Technology Consulting, Offshore Management,..., Business Objects, SAP, Cloud Computing, Project Management, Crystal Reports, Oracle, SOX, Consulting, Business Process..., Business Process, ERP, Analytics, Business Intelligence, Enterprise Software, Management, Leadership, Vendor Management, Databases, Team Leadership, Team Building, Sarbanes-Oxley Act, Data Analysis, Project Planning, SDLC, Requirements Analysis, Integration, Business Analysis, CRM, Cross-functional Team..., Database Design, SaaS, Product Management, Program Management, Process Improvement, Requirements Gathering, Software Project..., IT Strategy, Microsoft SQL Server, Project Portfolio..., Agile & Waterfall..., Lead Management, PMP, IT Management, Solution Architecture, Enterprise Architecture
Education
Harvard University - Extension School 2009 — 2009
Coursework, Project Management of Information Technology
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MBA, Marketing and MIS
Boston University - College of Liberal Arts 1991 — 1994
BA, Economics and International Relations. Minor in Business Administration
DJ Science College 1988 — 1990
High School
BVS School 1979 — 1988
Middle School
salesforce.com August 2013 - Present
PerkinElmer October 2006 - July 2013
NaviSite, Inc. August 2006 - October 2006
Extraprise November 1998 - August 2006
Access Consulting - Formerly Ashir Associates (Pvt.) Limited April 1996 - June 1997
KPMG Peat Marwick December 1994 - January 1996
Skills
Siebel, Salesforce.com, Management Consulting, Technology Consulting, Offshore Management,..., Business Objects, SAP, Cloud Computing, Project Management, Crystal Reports, Oracle, SOX, Consulting, Business Process..., Business Process, ERP, Analytics, Business Intelligence, Enterprise Software, Management, Leadership, Vendor Management, Databases, Team Leadership, Team Building, Sarbanes-Oxley Act, Data Analysis, Project Planning, SDLC, Requirements Analysis, Integration, Business Analysis, CRM, Cross-functional Team..., Database Design, SaaS, Product Management, Program Management, Process Improvement, Requirements Gathering, Software Project..., IT Strategy, Microsoft SQL Server, Project Portfolio..., Agile & Waterfall..., Lead Management, PMP, IT Management, Solution Architecture, Enterprise Architecture
Education
Harvard University - Extension School 2009 — 2009
Coursework, Project Management of Information Technology
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MBA, Marketing and MIS
Boston University - College of Liberal Arts 1991 — 1994
BA, Economics and International Relations. Minor in Business Administration
DJ Science College 1988 — 1990
High School
BVS School 1979 — 1988
Middle School
Gale Bergado Gale Bergado's KPMG Peat Marwick Experience December 1994 - November 1998
Job CPA and VP at ONeill & Bergado, Inc. Certified Public Accountants
Industry Accounting
Experience
ONeill & Bergado, Inc. January 2012 - Present
Rundquist & Associates October 2006 - December 2011
Sterck Kulik O'Neill accounting group, inc October 1999 - October 2006
Brooks Stednitz & Rhodes November 1998 - October 1999
KPMG Peat Marwick December 1994 - November 1998
Peterson & Co July 1991 - October 1994
Skills
QuickBooks
Education
University of San Diego 1987 — 1991
BA, Accounting
ONeill & Bergado, Inc. January 2012 - Present
Rundquist & Associates October 2006 - December 2011
Sterck Kulik O'Neill accounting group, inc October 1999 - October 2006
Brooks Stednitz & Rhodes November 1998 - October 1999
KPMG Peat Marwick December 1994 - November 1998
Peterson & Co July 1991 - October 1994
Skills
QuickBooks
Education
University of San Diego 1987 — 1991
BA, Accounting
Sig Lackner Sig Lackner's KPMG Peat Marwick Experience December 1989 - May 1992
Job Vice President Customer Success at Intapp
Industry Computer Software
Experience
Intapp August 2012 - September 2015
Aravo Solutions June 2008 - April 2012
Nextance, Inc. August 2006 - June 2008
IBM July 2004 - August 2006
Alphablox Corporation January 2000 - July 2004
Oracle October 1995 - January 2000
Sun Microsystems February 1995 - October 1995
IRI Software June 1992 - February 1995
KPMG Peat Marwick December 1989 - May 1992
Skills
Enterprise Software, Professional Services, SaaS, Leadership, Business Intelligence, Acquisition Integration, Strategic Partnerships, Strategy, Consulting, Start-ups, Management, Sales, Integration, Solution Selling, Sales Process, Pre-sales, CRM, Customer Retention, Cloud Computing
Education
University of Southern California 1986 — 1990
BS, Business/Finance
Intapp August 2012 - September 2015
Aravo Solutions June 2008 - April 2012
Nextance, Inc. August 2006 - June 2008
IBM July 2004 - August 2006
Alphablox Corporation January 2000 - July 2004
Oracle October 1995 - January 2000
Sun Microsystems February 1995 - October 1995
IRI Software June 1992 - February 1995
KPMG Peat Marwick December 1989 - May 1992
Skills
Enterprise Software, Professional Services, SaaS, Leadership, Business Intelligence, Acquisition Integration, Strategic Partnerships, Strategy, Consulting, Start-ups, Management, Sales, Integration, Solution Selling, Sales Process, Pre-sales, CRM, Customer Retention, Cloud Computing
Education
University of Southern California 1986 — 1990
BS, Business/Finance
Christopher Finlay Christopher Finlay's KPMG Peat Marwick Experience 1995 - 1996
Job Founder and Managing Principal at Middleburg Capital
Industry Real Estate
Experience
Middleburg Real Estate Partners 2010 - Present
Mission Residential 2004 - 2012
Forward Capital, LLC 1998 - 2012
First Union National Bank 1996 - 1998
KPMG Peat Marwick 1995 - 1996
United States Marine Corps July 1987 - May 1995
Skills
Valuation, Asset Management, Real Estate, Property Management, Investments, Portfolio Management, Mergers & Acquisitions, Leadership, Structured Finance, Financial Services, Acquisitions, Investment Strategies, Real Estate Economics, Due Diligence, Investment Properties, Management
Education
University of South Carolina-Columbia 1992 — 1995
Bachelor of Science (BS), Accounting
Middleburg Real Estate Partners 2010 - Present
Mission Residential 2004 - 2012
Forward Capital, LLC 1998 - 2012
First Union National Bank 1996 - 1998
KPMG Peat Marwick 1995 - 1996
United States Marine Corps July 1987 - May 1995
Skills
Valuation, Asset Management, Real Estate, Property Management, Investments, Portfolio Management, Mergers & Acquisitions, Leadership, Structured Finance, Financial Services, Acquisitions, Investment Strategies, Real Estate Economics, Due Diligence, Investment Properties, Management
Education
University of South Carolina-Columbia 1992 — 1995
Bachelor of Science (BS), Accounting
Susan Lerch CPA Susan Lerch CPA's KPMG Peat Marwick Experience January 1991 - January 1993
Job Auditor at Defense Contract Audit Agency
Industry Accounting
Experience
Defense Contract Audit Agency January 2013 - Present
New England Institute of Technology January 1989 - Present
Damiano, Burk & Nuttall, P.C January 1996 - February 2013
Memorial Hospital January 1994 - January 1995
KPMG Peat Marwick January 1991 - January 1993
Internal Revenue Service June 1988 - March 1989
Skills
Auditing, Financial Statements, Accounting, Microsoft Word, Account Reconciliation, Internal Controls, Microsoft Excel, Finance, Managerial Finance, Tax Preparation, Financial Reporting, General Ledger, ProSystem fx Tax, Tutoring, Journal Entries, Microsoft Office, Forecasting, PowerPoint, Project Planning, Financial Analysis, Drake Tax Software, Corporate Tax, Research, Higher Education, Curriculum Development, Teaching, Staff Development, QuickBooks, Creative Accouting..., Statistical Sampling, Nonprofits, Access, Cost Accounting, Analysis
Education
University of Rhode Island 1990 — 1991
Master of Science, Accounting
Bryant College 1984 — 1987
Bachelor of Science, Business Administration; Accounting
Defense Contract Audit Agency January 2013 - Present
New England Institute of Technology January 1989 - Present
Damiano, Burk & Nuttall, P.C January 1996 - February 2013
Memorial Hospital January 1994 - January 1995
KPMG Peat Marwick January 1991 - January 1993
Internal Revenue Service June 1988 - March 1989
Skills
Auditing, Financial Statements, Accounting, Microsoft Word, Account Reconciliation, Internal Controls, Microsoft Excel, Finance, Managerial Finance, Tax Preparation, Financial Reporting, General Ledger, ProSystem fx Tax, Tutoring, Journal Entries, Microsoft Office, Forecasting, PowerPoint, Project Planning, Financial Analysis, Drake Tax Software, Corporate Tax, Research, Higher Education, Curriculum Development, Teaching, Staff Development, QuickBooks, Creative Accouting..., Statistical Sampling, Nonprofits, Access, Cost Accounting, Analysis
Education
University of Rhode Island 1990 — 1991
Master of Science, Accounting
Bryant College 1984 — 1987
Bachelor of Science, Business Administration; Accounting
Virginia Chaloeicheep Virginia Chaloeicheep's KPMG Peat Marwick Experience March 1990 - January 1998
Job Senior Benefits Consultant at Milliman
Industry Financial Services
Experience
Milliman September 2006 - Present
Lawrence Johnson & Associates 1998 - 2006
KPMG Peat Marwick March 1990 - January 1998
Skills
Retirement Plan..., Pension Administration, ERISA, 401k, Retirement, Employee Benefits, Profit Sharing, IRS, Deferred Compensation, Microsoft Excel, Defined Contribution, Qualified Retirement..., Benefits Administration, Retirement Planning, Pensions
Education
University of Pittsburgh 1969 — 1972
BS, Psychology and Philosophy
Milliman September 2006 - Present
Lawrence Johnson & Associates 1998 - 2006
KPMG Peat Marwick March 1990 - January 1998
Skills
Retirement Plan..., Pension Administration, ERISA, 401k, Retirement, Employee Benefits, Profit Sharing, IRS, Deferred Compensation, Microsoft Excel, Defined Contribution, Qualified Retirement..., Benefits Administration, Retirement Planning, Pensions
Education
University of Pittsburgh 1969 — 1972
BS, Psychology and Philosophy
Mark Wiegel Mark Wiegel's KPMG Peat Marwick Experience August 1983 - October 1987
Job Business Development Manager Banking and Financial Services with SolomonEdwardsGroup
Industry Financial Services
Experience
SolomonEdwardsGroup - National Banking and Financial Services 2012 - Present
DK Realty Partners, LLC September 2011 - Present
George Washington Bancorp January 2002 - Present
George Washington Savings Bank January 2002 - February 2010
George Washington Savings Bank November 1987 - January 2002
KPMG Peat Marwick August 1983 - October 1987
Skills
Strategic Planning &..., Business & Product..., Cost Reduction &..., Contract Negotiations, Financial & Risk..., Team Leadership &..., Bank Management, Deposit Growth, Branch Administration, Business, Risk Management, Loans, Budgets, Valuation, Strategic Planning, Management, Contract Negotiation, Leadership, Real Estate, Banking, REO, Sales, Property Management, Real Estate Economics, Financial Services, Finance, Financial Analysis, Investments, Executive Management, Credit Risk, Business Development, Financial Risk, Analysis, Business Process..., Mortgage Banking, Accounting, Commercial Lending, Credit, Commercial Real Estate, Strategy, Auditing, Mergers & Acquisitions, Enterprise Risk..., Internal Controls, Business Strategy, Credit Analysis, Asset Management, Treasury Management, Commercial Banking, Due Diligence
Education
University of South Alabama 1979 — 1983
Bachelor of Science, Accounting
Morgan Park Academy 1975 — 1979
SolomonEdwardsGroup - National Banking and Financial Services 2012 - Present
DK Realty Partners, LLC September 2011 - Present
George Washington Bancorp January 2002 - Present
George Washington Savings Bank January 2002 - February 2010
George Washington Savings Bank November 1987 - January 2002
KPMG Peat Marwick August 1983 - October 1987
Skills
Strategic Planning &..., Business & Product..., Cost Reduction &..., Contract Negotiations, Financial & Risk..., Team Leadership &..., Bank Management, Deposit Growth, Branch Administration, Business, Risk Management, Loans, Budgets, Valuation, Strategic Planning, Management, Contract Negotiation, Leadership, Real Estate, Banking, REO, Sales, Property Management, Real Estate Economics, Financial Services, Finance, Financial Analysis, Investments, Executive Management, Credit Risk, Business Development, Financial Risk, Analysis, Business Process..., Mortgage Banking, Accounting, Commercial Lending, Credit, Commercial Real Estate, Strategy, Auditing, Mergers & Acquisitions, Enterprise Risk..., Internal Controls, Business Strategy, Credit Analysis, Asset Management, Treasury Management, Commercial Banking, Due Diligence
Education
University of South Alabama 1979 — 1983
Bachelor of Science, Accounting
Morgan Park Academy 1975 — 1979
Malcolm Roach's KPMG Peat Marwick Experience 1989 - 1992
Job President and CEO at Open Door Technology Inc.
Industry Computer Software
Experience
Open Door Technology Inc. April 1992 - Present
KPMG Peat Marwick 1989 - 1992
Mannville Oil & Gas 1988 - 1989
Coopers & Lybrand 1986 - 1988
Skills
Navision, Microsoft Dynamics, ERP, Business Analysis, Integration, Great Plains Software, Requirements Analysis, Strategic Planning, Business Process, Software Implementation, Enterprise Software, Pre-sales, Financials, Business Process..., Business Intelligence, Management, SaaS, Solution Selling, Cloud Computing
Education
CA 1981 — 1983
CA, Chartered Accountant
University of Saskatchewan 1977 — 1981
B. Comm, Accounting
Open Door Technology Inc. April 1992 - Present
KPMG Peat Marwick 1989 - 1992
Mannville Oil & Gas 1988 - 1989
Coopers & Lybrand 1986 - 1988
Skills
Navision, Microsoft Dynamics, ERP, Business Analysis, Integration, Great Plains Software, Requirements Analysis, Strategic Planning, Business Process, Software Implementation, Enterprise Software, Pre-sales, Financials, Business Process..., Business Intelligence, Management, SaaS, Solution Selling, Cloud Computing
Education
CA 1981 — 1983
CA, Chartered Accountant
University of Saskatchewan 1977 — 1981
B. Comm, Accounting
Craig Salvay Craig Salvay's KPMG Peat Marwick Experience February 1990 - February 1992
Job President at S R Financial Group, Inc.
Industry Financial Services
Experience
S R Financial Group, Inc. February 1992 - Present
University of Missouri-Kansas City June 2007 - December 2008
KPMG Peat Marwick February 1990 - February 1992
Roger L. Cohen & Company 1978 - 1981
Skills
Business Valuation, Transaction Advisory..., M&A experience, Mergers, Entrepreneurship, Valuation, Due Diligence, Financial Analysis, Strategic Planning, Economics, Financial Modeling, Management Consulting, Business Planning, Economic Development, Business Strategy, Fundraising, Start-ups, Public Speaking, Mergers & Acquisitions, Business Development, Corporate Finance, Finance, Consulting, Private Equity, Venture Capital, Executive Management
Education
St. Louis University School of Law 1975 — 1978
JD, Law
University of Pennsylvania 1970 — 1975
BA, Economics
Pembroke-Hill 1966 — 1969
HS Diploma, NA
S R Financial Group, Inc. February 1992 - Present
University of Missouri-Kansas City June 2007 - December 2008
KPMG Peat Marwick February 1990 - February 1992
Roger L. Cohen & Company 1978 - 1981
Skills
Business Valuation, Transaction Advisory..., M&A experience, Mergers, Entrepreneurship, Valuation, Due Diligence, Financial Analysis, Strategic Planning, Economics, Financial Modeling, Management Consulting, Business Planning, Economic Development, Business Strategy, Fundraising, Start-ups, Public Speaking, Mergers & Acquisitions, Business Development, Corporate Finance, Finance, Consulting, Private Equity, Venture Capital, Executive Management
Education
St. Louis University School of Law 1975 — 1978
JD, Law
University of Pennsylvania 1970 — 1975
BA, Economics
Pembroke-Hill 1966 — 1969
HS Diploma, NA
Sheldon Bogos, PMP, MBA Sheldon Bogos, PMP, MBA's KPMG Peat Marwick Experience October 1989 - August 1990
Job Sr. Project Manager at McKesson
Industry Hospital & Health Care
Experience
McKesson Corporation March 2012 - Present
National Real Estate Information Sevices October 2010 - March 2012
ServiceLink May 2010 - October 2010
KORYAK Consulting, Inc March 2009 - May 2010
Salar, Inc August 2007 - September 2008
invivodata October 2003 - July 2007
Invivodata, inc October 2003 - July 2007
Integrated Management Consulting January 1998 - October 2003
EDS Corp September 1990 - December 1997
KPMG Peat Marwick October 1989 - August 1990
Skills
Project Management, Management, Access, Databases, CRM, Process Improvement, Software Documentation, Integration, PMP, Budgets, MS Project, Change Management, Training, Forecasting, Business Intelligence, Oracle, Start-ups, Strategy, Analysis, Business Process, Business Process..., Vendor Management, SDLC, Business Analysis, Program Management, Software Project..., Requirements Analysis, Requirements Gathering, Visio, Project Portfolio..., IT Strategy, SharePoint, IT Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1983
MBA, Business Administration, MIS
University of Pittsburgh 1978 — 1982
Bachelor of Science, Business Administration
Neshaminy High School 1976 — 1978
McKesson Corporation March 2012 - Present
National Real Estate Information Sevices October 2010 - March 2012
ServiceLink May 2010 - October 2010
KORYAK Consulting, Inc March 2009 - May 2010
Salar, Inc August 2007 - September 2008
invivodata October 2003 - July 2007
Invivodata, inc October 2003 - July 2007
Integrated Management Consulting January 1998 - October 2003
EDS Corp September 1990 - December 1997
KPMG Peat Marwick October 1989 - August 1990
Skills
Project Management, Management, Access, Databases, CRM, Process Improvement, Software Documentation, Integration, PMP, Budgets, MS Project, Change Management, Training, Forecasting, Business Intelligence, Oracle, Start-ups, Strategy, Analysis, Business Process, Business Process..., Vendor Management, SDLC, Business Analysis, Program Management, Software Project..., Requirements Analysis, Requirements Gathering, Visio, Project Portfolio..., IT Strategy, SharePoint, IT Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1983
MBA, Business Administration, MIS
University of Pittsburgh 1978 — 1982
Bachelor of Science, Business Administration
Neshaminy High School 1976 — 1978
Heidi Binford Heidi Binford's KPMG Peat Marwick Experience 1987 - 1990
Job Holmes Weinberg, PC
Industry Law Practice
Experience
Holmes Weinberg, PC June 2011 - Present
Law Offices of Heidi M. Binford January 2009 - May 2011
Greenberg Glusker July 1997 - December 2008
Dewey Ballantine LLP 1993 - 1997
KPMG Peat Marwick 1987 - 1990
Skills
Commercial Litigation, Entertainment Law, Litigation, Civil Litigation, Mediation, Arbitration, Trade Secrets, Copyright Law, Business Litigation, Class Actions, Torts, Licensing
Education
USC Gould School of Law 1990 — 1993
LLM, Law
University of Southern California 1983 — 1987
B.S., Accounting
Holmes Weinberg, PC June 2011 - Present
Law Offices of Heidi M. Binford January 2009 - May 2011
Greenberg Glusker July 1997 - December 2008
Dewey Ballantine LLP 1993 - 1997
KPMG Peat Marwick 1987 - 1990
Skills
Commercial Litigation, Entertainment Law, Litigation, Civil Litigation, Mediation, Arbitration, Trade Secrets, Copyright Law, Business Litigation, Class Actions, Torts, Licensing
Education
USC Gould School of Law 1990 — 1993
LLM, Law
University of Southern California 1983 — 1987
B.S., Accounting
John T. Chen John T. Chen's KPMG Peat Marwick Experience 1994 - 1995
Job Advent Capital Partners | Commercial Real Estate Finance & Investments
Industry Commercial Real Estate
Experience
Advent Capital Partners Commercial Real Estate Finance & Investments 2001 - Present
Olive Crest 2001 - Present
GE Capital 1997 - 2000
Irvine Apartment Communities, Inc. (NYSE: IAC) 1995 - 1997
KPMG Peat Marwick 1994 - 1995
The Peninsula Group 1991 - 1994
Skills
Alternative Investments, Real Estate Investment, Real Estate Finance, Investments, Asset Management, Structuring, Investors, Structured Finance, Underwriting, Private Placements, Real Estate Development, Debt, Private Equity, Loans, Real Estate Financing, Capital, Real Estate Transactions, Due Diligence, Commercial Mortgages, Joint Ventures, Capital Markets, Loan Structuring, Deal Structuring, Recapitalizations, Financial Modeling, Real Estate Private..., Bridge Loans, Workout, Asset Managment, Real Estate Economics, Financial Structuring, Investment Properties, Real Estate, Disposition, Funding, Leadership, Mezzanine, Negotiation, Dispositions
Education
University of Southern California
Bachelor of Science, Business Administration
Advent Capital Partners Commercial Real Estate Finance & Investments 2001 - Present
Olive Crest 2001 - Present
GE Capital 1997 - 2000
Irvine Apartment Communities, Inc. (NYSE: IAC) 1995 - 1997
KPMG Peat Marwick 1994 - 1995
The Peninsula Group 1991 - 1994
Skills
Alternative Investments, Real Estate Investment, Real Estate Finance, Investments, Asset Management, Structuring, Investors, Structured Finance, Underwriting, Private Placements, Real Estate Development, Debt, Private Equity, Loans, Real Estate Financing, Capital, Real Estate Transactions, Due Diligence, Commercial Mortgages, Joint Ventures, Capital Markets, Loan Structuring, Deal Structuring, Recapitalizations, Financial Modeling, Real Estate Private..., Bridge Loans, Workout, Asset Managment, Real Estate Economics, Financial Structuring, Investment Properties, Real Estate, Disposition, Funding, Leadership, Mezzanine, Negotiation, Dispositions
Education
University of Southern California
Bachelor of Science, Business Administration
Johnna Howard Johnna Howard's KPMG Peat Marwick Experience 1985 - 1987
Job Chief Financial Officer at Platinum Storage Group
Industry Real Estate
Experience
Platinum Storage Group 2011 - Present
Thompson National Properties May 2008 - December 2010
IHP Capital Partners (Private Equity Firm) 1998 - 2008
Prudential Home Building Investors (subsidiary of Prudential Insurance Company of America) 1994 - 1998
Newland Communities 1989 - 1994
McLachlan Investment Company 1988 - 1989
KPMG Peat Marwick 1985 - 1987
Education
University of San Diego 1981 — 1985
BBA, Accounting
Platinum Storage Group 2011 - Present
Thompson National Properties May 2008 - December 2010
IHP Capital Partners (Private Equity Firm) 1998 - 2008
Prudential Home Building Investors (subsidiary of Prudential Insurance Company of America) 1994 - 1998
Newland Communities 1989 - 1994
McLachlan Investment Company 1988 - 1989
KPMG Peat Marwick 1985 - 1987
Education
University of San Diego 1981 — 1985
BBA, Accounting
Robert Donald Robert Donald's KPMG Peat Marwick Experience October 1994 - July 1996
Job Chief Financial Officer at The Windham Foundation
Industry Nonprofit Organization Management
Experience
The Windham Foundation March 2010 - Present
Medical Sales Management June 2007 - June 2009
Vision BioSystems December 2006 - June 2007
Litecontrol 1999 - 2006
International Business Communications Systems July 1996 - January 1998
KPMG Peat Marwick October 1994 - July 1996
NYNEX Worldwide Services Group January 1991 - October 1994
NYNEX Informations Solutions Group 1985 - 1990
Skills
Business Strategy, Management, Strategic Planning, Accounting, Financial Reporting, Managerial Finance, Certified Treasury..., Finance, Forecasting, Financial Operations, Treasury, Corporate Finance, Financial Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance/Accounting
University of Pennsylvania 1971 — 1975
BS, Finance
The Windham Foundation March 2010 - Present
Medical Sales Management June 2007 - June 2009
Vision BioSystems December 2006 - June 2007
Litecontrol 1999 - 2006
International Business Communications Systems July 1996 - January 1998
KPMG Peat Marwick October 1994 - July 1996
NYNEX Worldwide Services Group January 1991 - October 1994
NYNEX Informations Solutions Group 1985 - 1990
Skills
Business Strategy, Management, Strategic Planning, Accounting, Financial Reporting, Managerial Finance, Certified Treasury..., Finance, Forecasting, Financial Operations, Treasury, Corporate Finance, Financial Analysis, Leadership
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance/Accounting
University of Pennsylvania 1971 — 1975
BS, Finance
Paul Johnson's KPMG Peat Marwick Experience June 1985 - March 1989
Job EVP, Sales, Services, and Support at Vocera
Industry Information Technology and Services
Experience
Vocera October 2013 - Present
Intuit January 2011 - October 2013
Sage Software, Inc. November 2007 - March 2011
IBM September 1997 - November 2007
Microcast 2000 - 2000
Towers Perrin 1994 - 1997
CAST Management Consultants 1989 - 1994
KPMG Peat Marwick June 1985 - March 1989
Skills
Leadership, Business Development, Management, CRM, Portfolio Management, Sales, Strategic Planning, Business Intelligence, Retail, Consulting, SaaS, Team Management, ERP, Professional Services, Solution Selling, Enterprise Software, Software Industry, Strategic Partnerships, Strategy, Multi-channel Marketing, Program Management, Business Analysis, Negotiation, Software Implementation, B2B, Integration, Salesforce.com, Lead Generation, Financial Services, Sales Process, Cloud Computing, Relationship Management, Business Strategy, Call Center, Start-ups
Education
University of Southern California - Marshall School of Business 1987 — 1989
University of Southern California 1981 — 1985
BS, Business Administration - Accounting
Vocera October 2013 - Present
Intuit January 2011 - October 2013
Sage Software, Inc. November 2007 - March 2011
IBM September 1997 - November 2007
Microcast 2000 - 2000
Towers Perrin 1994 - 1997
CAST Management Consultants 1989 - 1994
KPMG Peat Marwick June 1985 - March 1989
Skills
Leadership, Business Development, Management, CRM, Portfolio Management, Sales, Strategic Planning, Business Intelligence, Retail, Consulting, SaaS, Team Management, ERP, Professional Services, Solution Selling, Enterprise Software, Software Industry, Strategic Partnerships, Strategy, Multi-channel Marketing, Program Management, Business Analysis, Negotiation, Software Implementation, B2B, Integration, Salesforce.com, Lead Generation, Financial Services, Sales Process, Cloud Computing, Relationship Management, Business Strategy, Call Center, Start-ups
Education
University of Southern California - Marshall School of Business 1987 — 1989
University of Southern California 1981 — 1985
BS, Business Administration - Accounting
Terry Thomas, CPA MBA Terry Thomas, CPA MBA's KPMG Peat Marwick Experience January 1983 - September 1990
Job SVP CFO at Waterford Bank, N.A.
Industry Banking
Experience
Waterford Bank, N.A. July 2014 - Present
Gilmore Jasion Mahler, LTD 2008 - July 2014
Neumann Homes 2006 - 2008
Dominion Homes July 2004 - 2006
Pulte Homes September 1990 - July 2004
KPMG Peat Marwick January 1983 - September 1990
Skills
Financial Analysis, Accounting, Strategic Planning, Real Estate Development, Process Improvement, Forecasting, Contract Negotiation, Leadership, Construction, Auditing, Product Development, Management Consulting, Business Process..., Internal Controls, Tax, Finance, Internal Audit, Due Diligence, Start-ups, Business Strategy, Team Building, Financial Reporting, Business Planning, Sarbanes-Oxley Act, US GAAP, CPA, Executive Management, Tax Accounting, Income Tax, GAAP, SEC filings, General Ledger
Education
University of Phoenix 1994 — 1996
MBA, Business
University of Toledo 1979 — 1983
BBA, Accounting and Finance
Waterford Bank, N.A. July 2014 - Present
Gilmore Jasion Mahler, LTD 2008 - July 2014
Neumann Homes 2006 - 2008
Dominion Homes July 2004 - 2006
Pulte Homes September 1990 - July 2004
KPMG Peat Marwick January 1983 - September 1990
Skills
Financial Analysis, Accounting, Strategic Planning, Real Estate Development, Process Improvement, Forecasting, Contract Negotiation, Leadership, Construction, Auditing, Product Development, Management Consulting, Business Process..., Internal Controls, Tax, Finance, Internal Audit, Due Diligence, Start-ups, Business Strategy, Team Building, Financial Reporting, Business Planning, Sarbanes-Oxley Act, US GAAP, CPA, Executive Management, Tax Accounting, Income Tax, GAAP, SEC filings, General Ledger
Education
University of Phoenix 1994 — 1996
MBA, Business
University of Toledo 1979 — 1983
BBA, Accounting and Finance
Reid Takahashi Reid Takahashi's KPMG Peat Marwick Experience August 1994 - December 1997
Job Assistant Controller at Intematix
Industry Accounting
Experience
Intematix September 2014 - Present
Revolution Foods August 2011 - September 2014
Whole Foods Market July 2009 - June 2011
Resources Global Professionals March 2007 - September 2008
Mervyns September 2005 - February 2007
Resources Global Professionals March 2005 - September 2005
Resources Global Professionals September 2003 - March 2005
Elevon, Inc June 2000 - August 2003
Etec Systems January 1998 - June 2000
KPMG Peat Marwick August 1994 - December 1997
Skills
Account Reconciliation, Accounting, Analysis, Auditing, Budgets, CPA, Finance, Financial Accounting, Financial Analysis, Financial Forecasting, Financial Reporting, Forecasting, General Ledger, Internal Audit, Leadership, Management, Microsoft Excel, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Tax, Technical Research, US GAAP, PeopleSoft
Education
University of San Francisco 1991 — 1994
Bachelor of Science (BS), Accounting
Intematix September 2014 - Present
Revolution Foods August 2011 - September 2014
Whole Foods Market July 2009 - June 2011
Resources Global Professionals March 2007 - September 2008
Mervyns September 2005 - February 2007
Resources Global Professionals March 2005 - September 2005
Resources Global Professionals September 2003 - March 2005
Elevon, Inc June 2000 - August 2003
Etec Systems January 1998 - June 2000
KPMG Peat Marwick August 1994 - December 1997
Skills
Account Reconciliation, Accounting, Analysis, Auditing, Budgets, CPA, Finance, Financial Accounting, Financial Analysis, Financial Forecasting, Financial Reporting, Forecasting, General Ledger, Internal Audit, Leadership, Management, Microsoft Excel, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Tax, Technical Research, US GAAP, PeopleSoft
Education
University of San Francisco 1991 — 1994
Bachelor of Science (BS), Accounting
Hasan Jafree Hasan Jafree's KPMG Peat Marwick Experience February 2007 - July 2008
Job Senior Manager / Principal Consultant at JCL Consulting, LLC
Industry Accounting
Experience
JCL Consulting, LLC July 2008 - Present
KPMG Peat Marwick February 2007 - July 2008
Ernst & Young June 2003 - August 2004
Mehran Metal Containers October 2000 - June 2003
PricewaterhouseCoopers June 1996 - September 2000
Skills
IT Audit, Internal Audit, SOX, Audit, Internal Controls, Risk, COSO, Operational Risk, JSOX, IFRS, Business Process..., Sarbanes-Oxley Act, US GAAP
Education
University of Scranton 2005 — 2006
MBA, Finance
University of the Punjab, Lahore 1996 — 1999
Bachelor of Commerce, Accounting, Auditing
University of the Punjab, Lahore 1993 — 1995
Bachelor of Arts, Economics, Statistics
Islamabad College for Boys G-6/3 1990 — 1993
HSSC, Pre-Engineering
Froebels 1987 — 1990
Secondary School
JCL Consulting, LLC July 2008 - Present
KPMG Peat Marwick February 2007 - July 2008
Ernst & Young June 2003 - August 2004
Mehran Metal Containers October 2000 - June 2003
PricewaterhouseCoopers June 1996 - September 2000
Skills
IT Audit, Internal Audit, SOX, Audit, Internal Controls, Risk, COSO, Operational Risk, JSOX, IFRS, Business Process..., Sarbanes-Oxley Act, US GAAP
Education
University of Scranton 2005 — 2006
MBA, Finance
University of the Punjab, Lahore 1996 — 1999
Bachelor of Commerce, Accounting, Auditing
University of the Punjab, Lahore 1993 — 1995
Bachelor of Arts, Economics, Statistics
Islamabad College for Boys G-6/3 1990 — 1993
HSSC, Pre-Engineering
Froebels 1987 — 1990
Secondary School
Mallory Cooper Mallory Cooper's KPMG Peat Marwick Experience August 2008 - April 2009
Job Assurance Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers November 2010 - Present
Bauknight Pietras & Stormer, P.A. October 2009 - October 2010
KPMG Peat Marwick August 2008 - April 2009
Skills
External Audit, IFRS, Financial Statements, General Ledger, Revenue Recognition, Corporate Finance, Cash Flow, Mergers & Acquisitions
Education
University of South Carolina-Columbia 2003 — 2008
BS, Accounting, Finance
PricewaterhouseCoopers November 2010 - Present
Bauknight Pietras & Stormer, P.A. October 2009 - October 2010
KPMG Peat Marwick August 2008 - April 2009
Skills
External Audit, IFRS, Financial Statements, General Ledger, Revenue Recognition, Corporate Finance, Cash Flow, Mergers & Acquisitions
Education
University of South Carolina-Columbia 2003 — 2008
BS, Accounting, Finance
Matthew Vollucci Matthew Vollucci's KPMG Peat Marwick Experience 1974 - 1976
Job President, CPA at Muto, Vollucci & Co., Ltd.
Industry Accounting
Experience
muto, vollucci & co., ltd. January 1979 - Present
Milhench & Co. 1976 - 1979
KPMG Peat Marwick 1974 - 1976
Skills
Management Consulting, Fundamental Analysis, Tax, Accounting, Tax Preparation, Financial Reporting, Auditing, Income Tax, Internal Controls, Financial Statements, Financial Accounting, QuickBooks, CPA, Financial Analysis, Corporate Tax, GAAP, Strategic Financial..., Small Business, Budgets, Tax Accounting, Payroll, Finance, Tax Returns, Bookkeeping, Partnership Taxation, Managerial Finance
Education
University of Rhode Island 1975 — 1982
MBA, Information Systems/Marketing/Operations Management
University of Rhode Island - College of Business Administration 1972 — 1974
BSBA, Accounting
muto, vollucci & co., ltd. January 1979 - Present
Milhench & Co. 1976 - 1979
KPMG Peat Marwick 1974 - 1976
Skills
Management Consulting, Fundamental Analysis, Tax, Accounting, Tax Preparation, Financial Reporting, Auditing, Income Tax, Internal Controls, Financial Statements, Financial Accounting, QuickBooks, CPA, Financial Analysis, Corporate Tax, GAAP, Strategic Financial..., Small Business, Budgets, Tax Accounting, Payroll, Finance, Tax Returns, Bookkeeping, Partnership Taxation, Managerial Finance
Education
University of Rhode Island 1975 — 1982
MBA, Information Systems/Marketing/Operations Management
University of Rhode Island - College of Business Administration 1972 — 1974
BSBA, Accounting
Valerie Del Padre Valerie Del Padre's KPMG Peat Marwick Experience February 1969 - July 1987
Job Finance Manager at BearingPoint
Industry Information Technology and Services
Experience
BearingPoint July 2002 - August 2009
KPMG Consulting May 1991 - July 2002
KPMG July 1987 - May 1991
KPMG Peat Marwick February 1969 - July 1987
Skills
Change Management, Sarbanes-Oxley Act
Education
University of Rhode Island 1977 — 1979
BearingPoint July 2002 - August 2009
KPMG Consulting May 1991 - July 2002
KPMG July 1987 - May 1991
KPMG Peat Marwick February 1969 - July 1987
Skills
Change Management, Sarbanes-Oxley Act
Education
University of Rhode Island 1977 — 1979
Harry Keefe Harry Keefe's KPMG Peat Marwick Experience April 1987 - September 1987
Job Retired at home
Industry Accounting
Experience
Retired January 2014 - Present
Sisterson & Co. LLP October 1987 - Present
KPMG Peat Marwick April 1987 - September 1987
Main Hurdman 1981 - 1987
Coopers & Lybrand 1980 - 1981
Crown Creative Industries 1972 - 1980
Skills
Budgets, Human Resources, Accounting, Recruiting, Internal Controls, Financial Analysis, Auditing, GAAP, General Ledger, Financial Accounting, Tax, CPA, QuickBooks, US GAAP, Tax Preparation, Corporate Tax, Time Management, Income Tax, Financial Audits, Tax Accounting, Financial Reporting, Management, Finance, Strategic Planning, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1978 — 1981
MBA
University of Pittsburgh 1968 — 1972
BA, Economics
Greater Latrobe Senior High School 1964 — 1968
Retired January 2014 - Present
Sisterson & Co. LLP October 1987 - Present
KPMG Peat Marwick April 1987 - September 1987
Main Hurdman 1981 - 1987
Coopers & Lybrand 1980 - 1981
Crown Creative Industries 1972 - 1980
Skills
Budgets, Human Resources, Accounting, Recruiting, Internal Controls, Financial Analysis, Auditing, GAAP, General Ledger, Financial Accounting, Tax, CPA, QuickBooks, US GAAP, Tax Preparation, Corporate Tax, Time Management, Income Tax, Financial Audits, Tax Accounting, Financial Reporting, Management, Finance, Strategic Planning, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1978 — 1981
MBA
University of Pittsburgh 1968 — 1972
BA, Economics
Greater Latrobe Senior High School 1964 — 1968
Paul Westphal Paul Westphal's KPMG Peat Marwick Experience June 1987 - January 1992
Job Chief Financial Officer
Industry Executive Office
Experience
Westphal Advisory Services January 2008 - Present
Santek Trailers May 2005 - December 2007
Infodisc April 2002 - April 2005
Destination Film Distribution Company September 1998 - May 2001
All American Communications, Inc June 1993 - August 1998
PolyGram Filmed Entertainment January 1992 - June 1993
KPMG Peat Marwick June 1987 - January 1992
The Cannon Group, Inc June 1986 - June 1987
20th Century Fox April 1984 - June 1986
KPMG Peat Marwick January 1980 - April 1984
Skills
Mergers, Start-ups, Executive Management, Strategic Planning, Business Planning, Entrepreneurship, Business Strategy, Budgets, Venture Capital, Business Development, Strategic Partnerships, Due Diligence, Mergers & Acquisitions, Finance, Negotiation, Digital Media, Portfolio Management, Restructuring, Entertainment, Leadership, Financial Analysis, Investments, Accounting, Management, Management Consulting, Strategy
Education
University of Southern California 1977 — 1980
BS, Business
Westphal Advisory Services January 2008 - Present
Santek Trailers May 2005 - December 2007
Infodisc April 2002 - April 2005
Destination Film Distribution Company September 1998 - May 2001
All American Communications, Inc June 1993 - August 1998
PolyGram Filmed Entertainment January 1992 - June 1993
KPMG Peat Marwick June 1987 - January 1992
The Cannon Group, Inc June 1986 - June 1987
20th Century Fox April 1984 - June 1986
KPMG Peat Marwick January 1980 - April 1984
Skills
Mergers, Start-ups, Executive Management, Strategic Planning, Business Planning, Entrepreneurship, Business Strategy, Budgets, Venture Capital, Business Development, Strategic Partnerships, Due Diligence, Mergers & Acquisitions, Finance, Negotiation, Digital Media, Portfolio Management, Restructuring, Entertainment, Leadership, Financial Analysis, Investments, Accounting, Management, Management Consulting, Strategy
Education
University of Southern California 1977 — 1980
BS, Business
Manish Jariwala (MBA, PMP)'s KPMG Peat Marwick Experience September 2000 - October 2002
Job Director, IT Applications at Medtronic
Industry Medical Devices
Experience
Medtronic June 2011 - Present
Covidien (Formerly TYCO HealthCare) 2004 - June 2011
Covidien 2002 - 2004
KPMG Peat Marwick September 2000 - October 2002
C.W.Costello 1998 - 1999
Putnam Investments 1997 - 1999
Education
University of Rhode Island 1997 — 1999
MBA, MIS
University of Rhode Island - College of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.)
Medtronic June 2011 - Present
Covidien (Formerly TYCO HealthCare) 2004 - June 2011
Covidien 2002 - 2004
KPMG Peat Marwick September 2000 - October 2002
C.W.Costello 1998 - 1999
Putnam Investments 1997 - 1999
Education
University of Rhode Island 1997 — 1999
MBA, MIS
University of Rhode Island - College of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.)
Rupert Bader's KPMG Peat Marwick Experience December 1995 - September 1996
Job Enabling Expedia to meet current and future talent needs in a predictable, proactive and scalable way
Industry Human Resources
Experience
Expedia, Inc. November 2014 - Present
Microsoft June 2011 - November 2014
Microsoft May 2009 - August 2011
Microsoft January 2007 - April 2009
Avaya November 2001 - January 2007
Moonwinter - Clarity from Complexity December 1998 - November 2001
Towers Perrin October 1996 - November 1998
KPMG Peat Marwick December 1995 - September 1996
Chase Manhattan Bank July 1994 - November 1995
Carnaud Metalbox December 1989 - September 1991
Skills
Business Intelligence, Product Development, Segmentation, Workforce Planning, Problem Solving, Recruiting, Global HR Leadership, Technical Recruiting, University Recruitment, quality of hire, Global Talent..., Predictive Analytics, Program Management, Business Strategy, Strategic HR, Benchmarking, Applicant Tracking..., Personnel Management, Management, Human Resources, Management Consulting, Strategy, Leadership, Talent Management, Sourcing, Integration, Organizational Design, Start-ups, Change Management, Metrics, Talent Acquisition, Enterprise Software, Performance Management, Internet Recruiting, Organizational..., Onboarding, Business Planning, Mergers & Acquisitions, Employer Branding, Hiring, Executive Search, College Recruiting
Education
University of Pennsylvania 1991 — 1994
BS (Econ)
University of Pennsylvania - The Wharton School 1991 — 1994
BS
The King's School, Worcester 1982 — 1989
Aymestrey School 1977 — 1982
Expedia, Inc. November 2014 - Present
Microsoft June 2011 - November 2014
Microsoft May 2009 - August 2011
Microsoft January 2007 - April 2009
Avaya November 2001 - January 2007
Moonwinter - Clarity from Complexity December 1998 - November 2001
Towers Perrin October 1996 - November 1998
KPMG Peat Marwick December 1995 - September 1996
Chase Manhattan Bank July 1994 - November 1995
Carnaud Metalbox December 1989 - September 1991
Skills
Business Intelligence, Product Development, Segmentation, Workforce Planning, Problem Solving, Recruiting, Global HR Leadership, Technical Recruiting, University Recruitment, quality of hire, Global Talent..., Predictive Analytics, Program Management, Business Strategy, Strategic HR, Benchmarking, Applicant Tracking..., Personnel Management, Management, Human Resources, Management Consulting, Strategy, Leadership, Talent Management, Sourcing, Integration, Organizational Design, Start-ups, Change Management, Metrics, Talent Acquisition, Enterprise Software, Performance Management, Internet Recruiting, Organizational..., Onboarding, Business Planning, Mergers & Acquisitions, Employer Branding, Hiring, Executive Search, College Recruiting
Education
University of Pennsylvania 1991 — 1994
BS (Econ)
University of Pennsylvania - The Wharton School 1991 — 1994
BS
The King's School, Worcester 1982 — 1989
Aymestrey School 1977 — 1982
Sara Flour's KPMG Peat Marwick Experience 1989 - 1994
Job Managing Director, Institutional Sales at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management August 2004 - Present
Deutsche Bank 1999 - 2004
Bankers Trust Company 1994 - 1999
KPMG Peat Marwick 1989 - 1994
Skills
Liquidity Management, Asset Managment, Financial Markets, Cash Management, Investment Strategies, Investments, Treasury Services, Certified Treasury..., Payment Industry, Money Market Funds, Management Consulting, Institutional Sales, Relationship Management, Banking, Asset Management, Corporate Finance, Portfolio Management, Asset Allocation, Capital Markets, Financial Risk, Investment Management, Financial Modeling, Risk Management
Education
University of Pennsylvania 1983 — 1986
BA, Psychology
Deutsche Asset & Wealth Management August 2004 - Present
Deutsche Bank 1999 - 2004
Bankers Trust Company 1994 - 1999
KPMG Peat Marwick 1989 - 1994
Skills
Liquidity Management, Asset Managment, Financial Markets, Cash Management, Investment Strategies, Investments, Treasury Services, Certified Treasury..., Payment Industry, Money Market Funds, Management Consulting, Institutional Sales, Relationship Management, Banking, Asset Management, Corporate Finance, Portfolio Management, Asset Allocation, Capital Markets, Financial Risk, Investment Management, Financial Modeling, Risk Management
Education
University of Pennsylvania 1983 — 1986
BA, Psychology
Marky Mapanao's KPMG Peat Marwick Experience October 2008 - Present
Job Manager at KPMG LLP
Industry Financial Services
Experience
KPMG Peat Marwick October 2008 - Present
Kaiser 2013 - 2014
Duff & Phelps LLP June 2003 - June 2008
Standard & Poor's Corporate Value Consulting June 2002 - June 2004
Arthur Andersen LLP January 2001 - July 2002
Arther Andersen 2001 - 2002
Skills
Fixed Assets, Financial Modeling, Valuation, Accounting, Intangible Assets, Cost Segregation, Business Valuation, Financial Analysis, Purchase Price...
Education
Villanova University 2010 — 2010
Six Sigma Green Belt, Six Sigma Green Belt
University of Southern California 1996 — 2000
Bachelor of Science, Industrial & Systems Engineering
KPMG Peat Marwick October 2008 - Present
Kaiser 2013 - 2014
Duff & Phelps LLP June 2003 - June 2008
Standard & Poor's Corporate Value Consulting June 2002 - June 2004
Arthur Andersen LLP January 2001 - July 2002
Arther Andersen 2001 - 2002
Skills
Fixed Assets, Financial Modeling, Valuation, Accounting, Intangible Assets, Cost Segregation, Business Valuation, Financial Analysis, Purchase Price...
Education
Villanova University 2010 — 2010
Six Sigma Green Belt, Six Sigma Green Belt
University of Southern California 1996 — 2000
Bachelor of Science, Industrial & Systems Engineering
Rita Yon's KPMG Peat Marwick Experience 1994 - 1994
Job Controller at Magley & Associates
Industry Management Consulting
Experience
Magley & Associates 2007 - Present
Prophet Brand Strategy 1999 - 2007
Magellan Network Systems, Inc 1998 - 1999
Telecom Project Assistance, Inc. 1996 - 1998
Chamberlain Associates, Inc. 1995 - 1996
Clairine's Tropica USA, Inc 1994 - 1995
KPMG PEAT MARWICK 1994 - 1994
JAMES H. EGGERT, CPA 1990 - 1993
AKRAM M. OMARI, CPA 1988 - 1990
Skills
Human Resources, Start-ups, Management, Leadership
Education
University of San Francisco 1985 — 1987
Bachelor of Science (BS), Accounting
Magley & Associates 2007 - Present
Prophet Brand Strategy 1999 - 2007
Magellan Network Systems, Inc 1998 - 1999
Telecom Project Assistance, Inc. 1996 - 1998
Chamberlain Associates, Inc. 1995 - 1996
Clairine's Tropica USA, Inc 1994 - 1995
KPMG PEAT MARWICK 1994 - 1994
JAMES H. EGGERT, CPA 1990 - 1993
AKRAM M. OMARI, CPA 1988 - 1990
Skills
Human Resources, Start-ups, Management, Leadership
Education
University of San Francisco 1985 — 1987
Bachelor of Science (BS), Accounting
Elaine Miller's KPMG Peat Marwick Experience 1991 - 1996
Job Managing Director at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers LLP 2003 - Present
Arthur Andersen 1996 - 2002
KPMG Peat marwick 1991 - 1996
Skills
Change Management, Organizational Design, Stakeholder Engagement, Organizational..., Organizational..., Business Transformation, Organizational Change, Culture Change, Process Improvement, Process Engineering, Stakeholder Management, Change Leadership, Business Process..., Management Consulting, Leadership, Program Management, Performance Improvement, Talent Management, Leadership Development, Risk Management, Consulting, Business Process
Education
University of Pensylvania 1985 — 1986
Graduate Work, Dynamics of Organization
University of Pennsylvania - The Wharton School 1980 — 1985
Business Management and Marketing
PricewaterhouseCoopers LLP 2003 - Present
Arthur Andersen 1996 - 2002
KPMG Peat marwick 1991 - 1996
Skills
Change Management, Organizational Design, Stakeholder Engagement, Organizational..., Organizational..., Business Transformation, Organizational Change, Culture Change, Process Improvement, Process Engineering, Stakeholder Management, Change Leadership, Business Process..., Management Consulting, Leadership, Program Management, Performance Improvement, Talent Management, Leadership Development, Risk Management, Consulting, Business Process
Education
University of Pensylvania 1985 — 1986
Graduate Work, Dynamics of Organization
University of Pennsylvania - The Wharton School 1980 — 1985
Business Management and Marketing
Ken Kichler's KPMG Peat Marwick Experience June 1986 - June 1988
Job CFO at Tacky Jack's Restaurants
Industry Restaurants
Experience
Tacky Jack's Restaurants 2006 - Present
Coca-Cola Enterprises June 1988 - March 2006
KPMG Peat Marwick June 1986 - June 1988
Mosley, Crow and Solberger February 1985 - March 1986
Skills
Forecasting, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, Marketing Strategy, Bicycling
Education
University of South Alabama 1981 — 1985
Bachelor's degree, Accounting
Tacky Jack's Restaurants 2006 - Present
Coca-Cola Enterprises June 1988 - March 2006
KPMG Peat Marwick June 1986 - June 1988
Mosley, Crow and Solberger February 1985 - March 1986
Skills
Forecasting, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, Marketing Strategy, Bicycling
Education
University of South Alabama 1981 — 1985
Bachelor's degree, Accounting
Joe Woo's KPMG Peat Marwick Experience 1983 - 1986
Job Pricing & Contracting Manager at Xerox Corporation
Industry Information Technology and Services
Experience
Xerox Corporation Accounting ManagerComputer ConsolesApril 1986 - August 1991
KPMG Peat Marwick 1983 - 1986
Skills
Outsourcing, Process Improvement, Business Process..., Vendor Management, Strategy, Management, Business Analysis, Cross-functional Team..., Program Management, Account Management, CRM
Education
University of Rochester - Simon Business School 1987 — 1993
University of Virginia 1979 — 1983
BS, Commerce
Xerox Corporation Accounting ManagerComputer ConsolesApril 1986 - August 1991
KPMG Peat Marwick 1983 - 1986
Skills
Outsourcing, Process Improvement, Business Process..., Vendor Management, Strategy, Management, Business Analysis, Cross-functional Team..., Program Management, Account Management, CRM
Education
University of Rochester - Simon Business School 1987 — 1993
University of Virginia 1979 — 1983
BS, Commerce
Don Mouck's KPMG Peat Marwick Experience September 1993 - September 1994
Job Senior Team Manager at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2011 - Present
Aegon: World Group Securities April 2009 - July 2011
Warner Home Entertainment, Inc December 1996 - March 2009
Sony Pictures Entertainment Inc. October 1994 - November 1996
KPMG Peat Marwick September 1993 - September 1994
Skills
Investments, Retirement Planning, Securities, IRAs, Financial Analysis, Process Improvement, Employee Benefits, Insurance, Fixed Annuities, Management, Business Analysis, Life Insurance, Access, Finance, Sales
Education
University of Southern California 1991 — 1993
BS, International Finance / Business German
University of Southern California - Marshall School of Business 1991 — 1993
Bachelor's Degree, International Finance, 3.89
Kaiser Permanente July 2011 - Present
Aegon: World Group Securities April 2009 - July 2011
Warner Home Entertainment, Inc December 1996 - March 2009
Sony Pictures Entertainment Inc. October 1994 - November 1996
KPMG Peat Marwick September 1993 - September 1994
Skills
Investments, Retirement Planning, Securities, IRAs, Financial Analysis, Process Improvement, Employee Benefits, Insurance, Fixed Annuities, Management, Business Analysis, Life Insurance, Access, Finance, Sales
Education
University of Southern California 1991 — 1993
BS, International Finance / Business German
University of Southern California - Marshall School of Business 1991 — 1993
Bachelor's Degree, International Finance, 3.89
Yun Cho's KPMG Peat Marwick Experience August 1994 - May 1999
Job Director, Accounting at Arrow Electronics
Industry Logistics and Supply Chain
Experience
Arrow Electronics October 2013 - Present
Arrow Electronics April 2010 - September 2013
Republic Financial Corporation April 2008 - March 2010
First Data Corporation June 2005 - January 2008
Hertz February 2004 - June 2005
Sony Pictures Entertainment May 2003 - January 2004
Comcast Cable May 1999 - March 2003
KPMG Peat Marwick August 1994 - May 1999
Skills
Accounting, Leadership, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Management, Finance, Internal Controls, Forecasting, Process Improvement, Financial Modeling, US GAAP, Auditing, Mergers
Education
University of Southern California 1989 — 1994
Accounting and Finance
Arrow Electronics October 2013 - Present
Arrow Electronics April 2010 - September 2013
Republic Financial Corporation April 2008 - March 2010
First Data Corporation June 2005 - January 2008
Hertz February 2004 - June 2005
Sony Pictures Entertainment May 2003 - January 2004
Comcast Cable May 1999 - March 2003
KPMG Peat Marwick August 1994 - May 1999
Skills
Accounting, Leadership, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Management, Finance, Internal Controls, Forecasting, Process Improvement, Financial Modeling, US GAAP, Auditing, Mergers
Education
University of Southern California 1989 — 1994
Accounting and Finance
Brendan O'Shea's KPMG Peat Marwick Experience 1992 - 1995
Job VP Senior Business Unit Controller at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company January 1996 - Present
KPMG Peat Marwick 1992 - 1995
Education
University of Richmond - Robins School of Business 1988 — 1992
Jefferies & Company January 1996 - Present
KPMG Peat Marwick 1992 - 1995
Education
University of Richmond - Robins School of Business 1988 — 1992
Peggy Baugh's KPMG Peat Marwick Experience January 1979 - July 1983
Job PwC|Tax Manager|Partnership Tax
Industry Accounting
Experience
PwC August 2015 - Present
Junior Achievement of the Space Coast 2007 - Present
Carr, Riggs & Ingram, LLC November 2011 - July 2015
Hoyman Dobson July 1994 - November 2011
Harris Corporation 1996 - 1998
Fortune Savings Bank July 1983 - July 1994
KPMG Peat Marwick January 1979 - July 1983
Skills
Financial Planners, Corporate Tax Planning, Tax Preparation, Tax Research, CPA, Personal Tax Planning, Income Tax, Tax Accounting, GAAP, Accounting, ProSystem fx Tax, Internal Controls, QuickBooks, Partnership Taxation, S Corporations
Education
University of South Florida 1972 — 1978
BA, Accounting
PwC August 2015 - Present
Junior Achievement of the Space Coast 2007 - Present
Carr, Riggs & Ingram, LLC November 2011 - July 2015
Hoyman Dobson July 1994 - November 2011
Harris Corporation 1996 - 1998
Fortune Savings Bank July 1983 - July 1994
KPMG Peat Marwick January 1979 - July 1983
Skills
Financial Planners, Corporate Tax Planning, Tax Preparation, Tax Research, CPA, Personal Tax Planning, Income Tax, Tax Accounting, GAAP, Accounting, ProSystem fx Tax, Internal Controls, QuickBooks, Partnership Taxation, S Corporations
Education
University of South Florida 1972 — 1978
BA, Accounting
Michael DeLeo's KPMG Peat Marwick Experience 1991 - 1992
Job Assistant Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan November 2005 - Present
State Street Bank December 1992 - November 2005
KPMG Peat Marwick 1991 - 1992
Skills
Compliance, Fixed Income, Securities, Treasury Services, Asset Management, Banking, Bloomberg, Capital Markets, Cash Management, Derivatives, Equities, FX Options, Financial Reporting, Financial Risk, Financial Services, Fund Accounting, Fund Administration, Hedge Funds, Internal Controls, Investments, Loans, Mutual Funds, Portfolio Management, Risk Management, Swaps
Education
University of Rhode Island - College of Business Administration 1986 — 1991
B.S., Accounting
JPMorgan November 2005 - Present
State Street Bank December 1992 - November 2005
KPMG Peat Marwick 1991 - 1992
Skills
Compliance, Fixed Income, Securities, Treasury Services, Asset Management, Banking, Bloomberg, Capital Markets, Cash Management, Derivatives, Equities, FX Options, Financial Reporting, Financial Risk, Financial Services, Fund Accounting, Fund Administration, Hedge Funds, Internal Controls, Investments, Loans, Mutual Funds, Portfolio Management, Risk Management, Swaps
Education
University of Rhode Island - College of Business Administration 1986 — 1991
B.S., Accounting
Gary Taiariol's KPMG Peat Marwick Experience 1990 - 1992
Job COO at Core Avionics & Industrial
Industry Financial Services
Experience
Core Avionics & Industrial 2015 - Present
IXI Services, an Equifax Company 2008 - 2014
ING Annuity Distribution 2002 - 2008
ING Retail Annuity 2001 - 2002
ING Funds 1998 - 2000
NovaCare, Inc. 1995 - 1998
Parfums Christian Dior 1992 - 1995
KPMG Peat Marwick 1990 - 1992
Education
University of Scranton 1986 — 1990
BS, Accounting
Core Avionics & Industrial 2015 - Present
IXI Services, an Equifax Company 2008 - 2014
ING Annuity Distribution 2002 - 2008
ING Retail Annuity 2001 - 2002
ING Funds 1998 - 2000
NovaCare, Inc. 1995 - 1998
Parfums Christian Dior 1992 - 1995
KPMG Peat Marwick 1990 - 1992
Education
University of Scranton 1986 — 1990
BS, Accounting
Lisa (Martin) Lasky, CPA, MBA's KPMG Peat Marwick Experience 1990 - 1994
Job Rhode Island Commerce Corporation, Chief Financial Officer
Industry Government Administration
Experience
Rhode Island Commerce Corporation June 2015 - Present
Rhode Island Department of Health June 2014 - May 2015
State of Rhode Island July 2012 - May 2014
The Keystone Group, Inc. February 2010 - June 2012
Butler Hospital 1996 - 1999
Koziara, O'Reilly & Sckuncik 1994 - 1996
KPMG Peat Marwick 1990 - 1994
Skills
Non-profits, GAAP, Board Governance, Board Relations, Not for Profit, Endowments, Financial Accounting, Strategic Planning, Accounting, Financial Reporting, Fundraising, Managerial Finance, Accounts Payable, Non-profit..., Microsoft Excel, Grant Writing, Program Development, Nonprofits, Workshop Facilitation, Grants, Public Speaking, Program Management, Team Building, Event Planning, Government, Organizational..., Budgets, Volunteer Management, Financial Analysis, Employee Benefits, Policy, Leadership
Education
University of Rhode Island 1998 — 2002
MBA, Business
University of Rhode Island - College of Business Administration 1986 — 1990
BS, Accounting
Portsmouth High School
Rhode Island Commerce Corporation June 2015 - Present
Rhode Island Department of Health June 2014 - May 2015
State of Rhode Island July 2012 - May 2014
The Keystone Group, Inc. February 2010 - June 2012
Butler Hospital 1996 - 1999
Koziara, O'Reilly & Sckuncik 1994 - 1996
KPMG Peat Marwick 1990 - 1994
Skills
Non-profits, GAAP, Board Governance, Board Relations, Not for Profit, Endowments, Financial Accounting, Strategic Planning, Accounting, Financial Reporting, Fundraising, Managerial Finance, Accounts Payable, Non-profit..., Microsoft Excel, Grant Writing, Program Development, Nonprofits, Workshop Facilitation, Grants, Public Speaking, Program Management, Team Building, Event Planning, Government, Organizational..., Budgets, Volunteer Management, Financial Analysis, Employee Benefits, Policy, Leadership
Education
University of Rhode Island 1998 — 2002
MBA, Business
University of Rhode Island - College of Business Administration 1986 — 1990
BS, Accounting
Portsmouth High School
Frank Erzinger's KPMG Peat Marwick Experience 1990 - 1995
Job C2M ChemLogix LLC
Industry Chemicals
Experience
C2M - ChemLogix, LLC January 2009 - Present
KPMG Peat Marwick 1990 - 1995
Education
University of Southern California
BS, MS, MBA, Chem Engineering and MBA Finance
C2M - ChemLogix, LLC January 2009 - Present
KPMG Peat Marwick 1990 - 1995
Education
University of Southern California
BS, MS, MBA, Chem Engineering and MBA Finance
David Voth's KPMG Peat Marwick Experience March 1990 - February 1992
Job
Industry Financial Services
Experience
Dimont & Associates May 2012 - June 2014
Mortgage Asset Exchange (MAX) February 2010 - May 2012
Fannie Mae May 1996 - February 2009
Fannie Mae March 1998 - May 2006
Fannie Mae January 1996 - February 1998
Fannie Mae February 1992 - December 1995
KPMG Peat Marwick March 1990 - February 1992
Boeing July 1988 - February 1990
Applied Expert Systems (APEX), Cambridge, Massachusetts August 1984 - July 1988
Skills
Risk Management, Enterprise Architecture, IT Strategy, Process Improvement, SDLC, Program Management, Vendor Management, Data Warehousing, Strategic Planning, Business Analysis, Agile Methodologies, Project Management, PMP (Certified Project..., Management, Management Consulting, Business Process..., Business Intelligence, CRM, Governance, PMO, Project Portfolio..., PMP, Software Project..., Change Management, Outsourcing, Visio
Education
University of Virginia 2011 — 2012
Masters of Science, IT Management
University of Pennsylvania - The Wharton School 1999 — 1999
Advanced Managment Program
Wheaton College 1977 — 1981
BA, Philosophy
Dimont & Associates May 2012 - June 2014
Mortgage Asset Exchange (MAX) February 2010 - May 2012
Fannie Mae May 1996 - February 2009
Fannie Mae March 1998 - May 2006
Fannie Mae January 1996 - February 1998
Fannie Mae February 1992 - December 1995
KPMG Peat Marwick March 1990 - February 1992
Boeing July 1988 - February 1990
Applied Expert Systems (APEX), Cambridge, Massachusetts August 1984 - July 1988
Skills
Risk Management, Enterprise Architecture, IT Strategy, Process Improvement, SDLC, Program Management, Vendor Management, Data Warehousing, Strategic Planning, Business Analysis, Agile Methodologies, Project Management, PMP (Certified Project..., Management, Management Consulting, Business Process..., Business Intelligence, CRM, Governance, PMO, Project Portfolio..., PMP, Software Project..., Change Management, Outsourcing, Visio
Education
University of Virginia 2011 — 2012
Masters of Science, IT Management
University of Pennsylvania - The Wharton School 1999 — 1999
Advanced Managment Program
Wheaton College 1977 — 1981
BA, Philosophy
Daniel P Rush, CPA's KPMG Peat Marwick Experience 1982 - 1986
Job Director, Head of Business Operations Americas Region
Industry Telecommunications
Experience
Coriant GmbH & Co. KG May 2012 - May 2015
Nokia Siemens Networks June 2011 - May 2012
Eagle Strategies LLC April 2004 - June 2011
New York Life Insurance Company April 2004 - June 2011
Nokia Inc. April 1997 - May 2004
KPMG Peat Marwick 1982 - 1986
Skills
Accounting, Portfolio Management, Business Planning, Investments, Start-ups, Strategic Financial..., Financial Analysis, Risk Management, Finance, Product Management, Retirement Planning, Mergers & Acquisitions, Strategy, Financial Services, Management, Telecommunications, Business Development, Wireless, Cross-functional Team..., Sales, Mobile Devices, Leadership, Networking, Program Management, Business Strategy, Sales Operations, Financial Planning
Education
University of San Francisco
Bachelor’s Degree, BS - Business Administration
State of California - Certified Public Accountant
NASD Licenses - Series 6, 63 & 65
Coriant GmbH & Co. KG May 2012 - May 2015
Nokia Siemens Networks June 2011 - May 2012
Eagle Strategies LLC April 2004 - June 2011
New York Life Insurance Company April 2004 - June 2011
Nokia Inc. April 1997 - May 2004
KPMG Peat Marwick 1982 - 1986
Skills
Accounting, Portfolio Management, Business Planning, Investments, Start-ups, Strategic Financial..., Financial Analysis, Risk Management, Finance, Product Management, Retirement Planning, Mergers & Acquisitions, Strategy, Financial Services, Management, Telecommunications, Business Development, Wireless, Cross-functional Team..., Sales, Mobile Devices, Leadership, Networking, Program Management, Business Strategy, Sales Operations, Financial Planning
Education
University of San Francisco
Bachelor’s Degree, BS - Business Administration
State of California - Certified Public Accountant
NASD Licenses - Series 6, 63 & 65
Gary Wong's KPMG Peat Marwick Experience 1990 - 1995
Job Vice President, Chief Financial Officer & Treasurer at Castle & Cooke
Industry Real Estate
Experience
Castle & Cooke July 2014 - Present
Castle & Cooke October 2009 - July 2014
Castle & Cooke 2005 - 2009
Castle & Cooke 2000 - 2005
Castle & Cooke 1999 - 2000
Castle & Cooke 1998 - 1999
Castle & Cooke 1997 - 1998
Castle & Cooke 1996 - 1997
Fletcher Pacific Construction 1995 - 1996
KPMG Peat Marwick 1990 - 1995
Skills
Financial Analysis, Financial Modeling, Accounting, Forecasting, Financial Reporting, Internal Controls, Budgets, Finance, Leadership, SEC Filings
Education
University of Southern California 1985 — 1989
BS, Accounting
Castle & Cooke July 2014 - Present
Castle & Cooke October 2009 - July 2014
Castle & Cooke 2005 - 2009
Castle & Cooke 2000 - 2005
Castle & Cooke 1999 - 2000
Castle & Cooke 1998 - 1999
Castle & Cooke 1997 - 1998
Castle & Cooke 1996 - 1997
Fletcher Pacific Construction 1995 - 1996
KPMG Peat Marwick 1990 - 1995
Skills
Financial Analysis, Financial Modeling, Accounting, Forecasting, Financial Reporting, Internal Controls, Budgets, Finance, Leadership, SEC Filings
Education
University of Southern California 1985 — 1989
BS, Accounting
Emi Shaw's KPMG Peat Marwick Experience January 1990 - January 1993
Job Manager, Finance
Industry Information Technology and Services
Experience
Honeywell Vocollect, Vocollect Healthcare Systems June 2009 - Present
Vocollect Inc July 2006 - June 2009
H.J. Heinz January 2001 - April 2002
FedEx Corporation April 1998 - December 2000
CS First Boston Corporation April 1995 - May 1996
CS First Boston Corporation January 1993 - March 1995
KPMG Peat Marwick January 1990 - January 1993
Skills
Process Improvement, Strategy, Project Management, Leadership, Financial Analysis, Financial Reporting
Education
University of Pittsburgh 1996 — 1998
MS, Management of Information Systems
University of Pittsburgh 1996 — 1998
MBA
Seton Hill College 1987 — 1990
Bachelor of Arts, Accounting
Honeywell Vocollect, Vocollect Healthcare Systems June 2009 - Present
Vocollect Inc July 2006 - June 2009
H.J. Heinz January 2001 - April 2002
FedEx Corporation April 1998 - December 2000
CS First Boston Corporation April 1995 - May 1996
CS First Boston Corporation January 1993 - March 1995
KPMG Peat Marwick January 1990 - January 1993
Skills
Process Improvement, Strategy, Project Management, Leadership, Financial Analysis, Financial Reporting
Education
University of Pittsburgh 1996 — 1998
MS, Management of Information Systems
University of Pittsburgh 1996 — 1998
MBA
Seton Hill College 1987 — 1990
Bachelor of Arts, Accounting
Rob Fenstermacher's KPMG Peat Marwick Experience November 1990 - July 1992
Job I.T. Manager at Care New England
Industry Hospital & Health Care
Experience
Care New England July 2001 - Present
Women & Infants Hospital August 1992 - July 2001
KPMG Peat Marwick November 1990 - July 1992
Skills
Healthcare Information..., Healthcare, Information Technology, Software Documentation, EHR, Troubleshooting, EMR, Six Sigma, CPOE, Visio, HIPAA, Process Improvement, ITIL, SharePoint, Project Management, HL7, Business Analysis, Hospitals, Disaster Recovery, Informatics, Cerner, Program Management
Education
University of Rhode Island - College of Business Administration
B.Sc., Management Information Systems
Care New England July 2001 - Present
Women & Infants Hospital August 1992 - July 2001
KPMG Peat Marwick November 1990 - July 1992
Skills
Healthcare Information..., Healthcare, Information Technology, Software Documentation, EHR, Troubleshooting, EMR, Six Sigma, CPOE, Visio, HIPAA, Process Improvement, ITIL, SharePoint, Project Management, HL7, Business Analysis, Hospitals, Disaster Recovery, Informatics, Cerner, Program Management
Education
University of Rhode Island - College of Business Administration
B.Sc., Management Information Systems
Patricia Dalton's KPMG Peat Marwick Experience June 1994 - January 1998
Job Buyer/Planner II at Omnicell
Industry Plastics
Experience
Omnicell October 2014 - Present
Solamatrix, Inc. 2006 - October 2014
Digital Lightwave, Inc. January 1998 - April 2006
KPMG Peat Marwick June 1994 - January 1998
Education
University of South Florida
Omnicell October 2014 - Present
Solamatrix, Inc. 2006 - October 2014
Digital Lightwave, Inc. January 1998 - April 2006
KPMG Peat Marwick June 1994 - January 1998
Education
University of South Florida
Allison Silvers's KPMG Peat Marwick Experience 1990 - 1992
Job Chief Strategy Officer at VillageCare
Industry Hospital & Health Care
Experience
VillageCare November 2013 - Present
Health Republic Insurance of New York January 2013 - October 2013
Village Care of New York November 2002 - January 2013
Jewish Home Lifecare 1998 - 2002
Cabrini Medical Center 1997 - 1998
Mount Sinai Health System 1992 - 1997
KPMG Peat Marwick 1990 - 1992
APM 1986 - 1988
Skills
Strategic Planning, Healthcare, Business Planning, Program Management, Managed Care, Start-ups, Grant Writing, Medicare, Medicaid, Change Management, Policy, Process Improvement, Strategy, Program Evaluation, Healthcare Consulting, Healthcare Management, Healthcare Industry, Health Insurance, Leadership, Business Process..., Financial Modeling, Cross-functional Team..., Hospitals, Program Development, Nonprofits, Healthcare Information..., Business Development, Program Implementation, Organizational Change, Market Research, Re-engineering, Contract Negotiation, Quality Management, Medicare/Medicaid..., EHR, Fundraising, Health Policy, Issue Advocacy, Budget Setting, Persuasive Presentations, government relations, Mergers & Acquisitions, Analysis, Long-term Care
Education
Yale University - Yale School of Management 1988 — 1990
MBA, Management and Management Engineering
University of Pennsylvania - The Wharton School 1982 — 1986
BS, Economics
VillageCare November 2013 - Present
Health Republic Insurance of New York January 2013 - October 2013
Village Care of New York November 2002 - January 2013
Jewish Home Lifecare 1998 - 2002
Cabrini Medical Center 1997 - 1998
Mount Sinai Health System 1992 - 1997
KPMG Peat Marwick 1990 - 1992
APM 1986 - 1988
Skills
Strategic Planning, Healthcare, Business Planning, Program Management, Managed Care, Start-ups, Grant Writing, Medicare, Medicaid, Change Management, Policy, Process Improvement, Strategy, Program Evaluation, Healthcare Consulting, Healthcare Management, Healthcare Industry, Health Insurance, Leadership, Business Process..., Financial Modeling, Cross-functional Team..., Hospitals, Program Development, Nonprofits, Healthcare Information..., Business Development, Program Implementation, Organizational Change, Market Research, Re-engineering, Contract Negotiation, Quality Management, Medicare/Medicaid..., EHR, Fundraising, Health Policy, Issue Advocacy, Budget Setting, Persuasive Presentations, government relations, Mergers & Acquisitions, Analysis, Long-term Care
Education
Yale University - Yale School of Management 1988 — 1990
MBA, Management and Management Engineering
University of Pennsylvania - The Wharton School 1982 — 1986
BS, Economics
Eduardo Pietri's KPMG Peat Marwick Experience September 1993 - December 1996
Job Independent Investment Management Professional
Industry Investment Management
Experience
Tropical Holdings LLC 2007 - Present
ELP Investments, Inc. January 2004 - Present
Accenture January 1996 - October 2003
KPMG Peat Marwick September 1993 - December 1996
Booz Allen Hamilton January 1989 - December 1990
GlaxoSmithKline August 1986 - December 1989
Skills
Investment Properties, Management Consulting, Real Estate, Real Estate Transactions, Rentals, Residential Homes, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1984
M.B.A., Operations Management
University of Pittsburgh 1980 — 1983
B.S.I.E., Industrial Engineering
University of Puerto Rico - Mayaguez 1978 — 1980
B.S., Industrial Engineering
Tropical Holdings LLC 2007 - Present
ELP Investments, Inc. January 2004 - Present
Accenture January 1996 - October 2003
KPMG Peat Marwick September 1993 - December 1996
Booz Allen Hamilton January 1989 - December 1990
GlaxoSmithKline August 1986 - December 1989
Skills
Investment Properties, Management Consulting, Real Estate, Real Estate Transactions, Rentals, Residential Homes, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1984
M.B.A., Operations Management
University of Pittsburgh 1980 — 1983
B.S.I.E., Industrial Engineering
University of Puerto Rico - Mayaguez 1978 — 1980
B.S., Industrial Engineering
Martha Jo MJ Wilder, PMP's KPMG Peat Marwick Experience October 1985 - November 1989
Job at IBM Global Services
Industry Information Technology and Services
Experience
IBM December 2003 - Present
Michelin November 1999 - December 2004
The Trinity Group October 1994 - October 1999
Exxon September 1989 - October 1995
KPMG Peat Marwick October 1985 - November 1989
Aramco Services Company May 1982 - September 1985
Colonial Life June 1980 - May 1982
Skills
PMP, Network Administration, Disaster Recovery, Systems Management, IT Management, AIX, Business Analysis, IT Service Management, SQL, Project Management, System Administration, Process Improvement, Windows Server, Program Management, Operating Systems, XP, Enterprise Architecture, ITIL, IT Strategy
Education
University of South Carolina - Darla Moore School of Business
MBA, International Business, Management
University of South Carolina-Columbia
BA, French, Business, Economics
IBM December 2003 - Present
Michelin November 1999 - December 2004
The Trinity Group October 1994 - October 1999
Exxon September 1989 - October 1995
KPMG Peat Marwick October 1985 - November 1989
Aramco Services Company May 1982 - September 1985
Colonial Life June 1980 - May 1982
Skills
PMP, Network Administration, Disaster Recovery, Systems Management, IT Management, AIX, Business Analysis, IT Service Management, SQL, Project Management, System Administration, Process Improvement, Windows Server, Program Management, Operating Systems, XP, Enterprise Architecture, ITIL, IT Strategy
Education
University of South Carolina - Darla Moore School of Business
MBA, International Business, Management
University of South Carolina-Columbia
BA, French, Business, Economics
Nathan Weems, CFA, MBA's KPMG Peat Marwick Experience 1997 - 1998
Job Sr. Director of Finance, Natera, Inc.
Industry Biotechnology
Experience
Natera August 2013 - Present
NovoStent Corporation 2004 - August 2013
Banc of America Securities 1998 - 2003
KPMG Peat Marwick 1997 - 1998
Skills
Financial Modeling, Venture Capital, Valuation, Due Diligence, Start-ups, Strategy, Medical Devices, Investments, Mergers, Finance, GAAP Repor, Fund Raising, Investment Analysis, Accounting, Financial Analysis, Human Resources, IT, Private Equity, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California
BA, International Relations & Economics
Natera August 2013 - Present
NovoStent Corporation 2004 - August 2013
Banc of America Securities 1998 - 2003
KPMG Peat Marwick 1997 - 1998
Skills
Financial Modeling, Venture Capital, Valuation, Due Diligence, Start-ups, Strategy, Medical Devices, Investments, Mergers, Finance, GAAP Repor, Fund Raising, Investment Analysis, Accounting, Financial Analysis, Human Resources, IT, Private Equity, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California
BA, International Relations & Economics
Karen Bangasser's KPMG Peat Marwick Experience 1986 - 1995
Job Executive Assistant to the President
Industry Education Management
Experience
South Dakota Foundation of Independent Colleges 1998 - Present
University of Sioux Falls 1995 - Present
University of Sioux Falls 2005 - 2006
KPMG Peat Marwick 1986 - 1995
Skills
Program Management, Higher Education, Nonprofits, Event Planning, Fundraising, Student Affairs, Public Relations, Leadership Development, Coaching
Education
University of Sioux Falls 2000 — 2004
Bachelor of Arts (B.A.), Business Administration
South Dakota Foundation of Independent Colleges 1998 - Present
University of Sioux Falls 1995 - Present
University of Sioux Falls 2005 - 2006
KPMG Peat Marwick 1986 - 1995
Skills
Program Management, Higher Education, Nonprofits, Event Planning, Fundraising, Student Affairs, Public Relations, Leadership Development, Coaching
Education
University of Sioux Falls 2000 — 2004
Bachelor of Arts (B.A.), Business Administration
Cristina Martínez-Guzmán's KPMG Peat Marwick Experience August 1997 - July 1998
Job Manager Litigation Unit of the Claims Department of MAPFRE PRAICO Insurance Company
Industry Law Practice
Experience
MAPFRE Puerto Rico May 2014 - Present
MAPFRE PRAICO Insurance Company Puerto Rico December 2011 - May 2014
Puerto Rico Health Insurance Administration February 2013 - December 2013
González Castañer & Morales Cordero, CSP October 2001 - November 2011
KPMG Peat Marwick August 1997 - July 1998
Skills
Commercial Litigation, Employment Law, Medical Malpractice, Arbitration, Construction Law, Personal Injury, Claim, Torts, Administrative Law, Appeals, Civil Litigation, Litigation, Corporate Law, Legal Research, Legal Assistance, Legal Advice, Family Law, Courts, International Law, Intellectual Property, Health Law, Insurance Law, Trial Practice, Personal Injury..., Contract Law, Bankruptcy, Alternative Dispute..., Legal Writing, Trials, Employment..., Litigation Management, Civil Rights, Legal Compliance, Document Drafting, Hearings, Notary Public, Contract Negotiation, Depositions
Education
University of Puerto Rico School of Law 1998 — 2001
J.D, Law
University of Puerto Rico 1994 — 1997
B.B.A, Accounting
MAPFRE Puerto Rico May 2014 - Present
MAPFRE PRAICO Insurance Company Puerto Rico December 2011 - May 2014
Puerto Rico Health Insurance Administration February 2013 - December 2013
González Castañer & Morales Cordero, CSP October 2001 - November 2011
KPMG Peat Marwick August 1997 - July 1998
Skills
Commercial Litigation, Employment Law, Medical Malpractice, Arbitration, Construction Law, Personal Injury, Claim, Torts, Administrative Law, Appeals, Civil Litigation, Litigation, Corporate Law, Legal Research, Legal Assistance, Legal Advice, Family Law, Courts, International Law, Intellectual Property, Health Law, Insurance Law, Trial Practice, Personal Injury..., Contract Law, Bankruptcy, Alternative Dispute..., Legal Writing, Trials, Employment..., Litigation Management, Civil Rights, Legal Compliance, Document Drafting, Hearings, Notary Public, Contract Negotiation, Depositions
Education
University of Puerto Rico School of Law 1998 — 2001
J.D, Law
University of Puerto Rico 1994 — 1997
B.B.A, Accounting
Adrienne Ellouguian's KPMG Peat Marwick Experience 1978 - 1983
Job Accounting Professional
Industry Accounting
Experience
Fox Television Stations (Fox Entertainment Group) 2000 - December 2009
Paramount Stations Group (Paramount Pictures) 1995 - 2000
Adrienne Ellouguian 1991 - 1995
Cal Fed Enterprises and CF Management Corp (California Federal Savings and Loan) 1984 - 1991
KPMG Peat Marwick 1978 - 1983
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Budgets, Management, Finance, Accounts Payable, GAAP, Human Resources, Payroll, Financial Statements, General Ledger, Revenue Recognition, Financial Accounting, Account Reconciliation, US GAAP, Accruals, Forecasting, Valuation, Corporate Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, External Audit, Consolidation, Financial Analysis, Cash Flow, Managerial Finance, Accounts Receivable, Fixed Assets, Tax, Variance Analysis, SEC filings, QuickBooks, PeopleSoft, Financial Modeling, Corporate Finance, IFRS, Tax Accounting, Analysis, Strategic Financial..., Process Improvement, Cash Flow Forecasting, Restructuring, Due Diligence, Hyperion Enterprise, Microsoft Excel, Sarbanes-Oxley, Financial Forecasting, CPA
Education
University of Southern California 1974 — 1978
B.S., Accounting
Fox Television Stations (Fox Entertainment Group) 2000 - December 2009
Paramount Stations Group (Paramount Pictures) 1995 - 2000
Adrienne Ellouguian 1991 - 1995
Cal Fed Enterprises and CF Management Corp (California Federal Savings and Loan) 1984 - 1991
KPMG Peat Marwick 1978 - 1983
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Budgets, Management, Finance, Accounts Payable, GAAP, Human Resources, Payroll, Financial Statements, General Ledger, Revenue Recognition, Financial Accounting, Account Reconciliation, US GAAP, Accruals, Forecasting, Valuation, Corporate Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, External Audit, Consolidation, Financial Analysis, Cash Flow, Managerial Finance, Accounts Receivable, Fixed Assets, Tax, Variance Analysis, SEC filings, QuickBooks, PeopleSoft, Financial Modeling, Corporate Finance, IFRS, Tax Accounting, Analysis, Strategic Financial..., Process Improvement, Cash Flow Forecasting, Restructuring, Due Diligence, Hyperion Enterprise, Microsoft Excel, Sarbanes-Oxley, Financial Forecasting, CPA
Education
University of Southern California 1974 — 1978
B.S., Accounting
Jeff Sawyers's KPMG Peat Marwick Experience March 1978 - March 1981
Job Chief Financial Officer/Treasurer at WSGI
Industry Aviation & Aerospace
Experience
World Surveillance Group February 2011 - Present
Tijuana Flats Burrito Co. May 2008 - April 2010
CuraScript, Inc. An Express Scripts Co. July 2004 - January 2008
Resources Global Professionals March 2003 - June 2004
Gencor Industries, Inc. October 2000 - November 2002
Comcar Industries March 1981 - May 2000
KPMG Peat Marwick March 1978 - March 1981
Education
University of South Florida
Bachelor of Science, Accounting
World Surveillance Group February 2011 - Present
Tijuana Flats Burrito Co. May 2008 - April 2010
CuraScript, Inc. An Express Scripts Co. July 2004 - January 2008
Resources Global Professionals March 2003 - June 2004
Gencor Industries, Inc. October 2000 - November 2002
Comcar Industries March 1981 - May 2000
KPMG Peat Marwick March 1978 - March 1981
Education
University of South Florida
Bachelor of Science, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY