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
Real Estate Counseling Group of America 2014 - Present
Duke Realty Corporation 2007 - Present
Fisk Kart Katz and Regan 2000 - 2007
KPMG Peat Marwick 1997 - 2000
Simon Property Group 1983 - 1997
Skills
Commercial Real Estate, Tax, Valuation, Real Estate
Education
Butler University - College of Business Administration 1978 — 1981
MBA
Taylor University
BA
Harris Corporation June 1985 - Present
KPMG Peat Marwick 1984 - 1985
Skills
Earned Value Management, Government Procurement, Government Contracting, Proposal Writing, Financial Accounting, DoD, Security Clearance, Process Improvement, Risk Management, Cross-functional Team..., Financial Analysis, Integration, Leadership, Budgets, Management, Accounting
Education
Emory University - Goizueta Business School 1982 — 1984
MBA, Accounting
University of Florida 1977 — 1979
BA, History
Bob Jones University 1975 — 1977
Humanities
Sutter County October 2014 - Present
Yuba Community College District January 2014 - Present
Matson and Isom January 2013 - September 2014
The Chevo Foundation August 2012 - January 2014
Sacramento History Foundation August 2010 - January 2014
Clair Pringle & Associates LLP April 2012 - December 2012
Wallace & Associates November 2009 - April 2012
Rotary Sacramento 2010 - 2012
KPMG Peat Marwick August 2007 - April 2009
Perry-Smith LLP August 2005 - July 2007
Skills
Accounting, CPA, Internal Controls, Partnership Taxation, Tax, Corporate Tax, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, Tax Research, Financial Analysis, Financial Accounting, US GAAP, Auditing, Business Tax Planning, Financial Statements, Estate Planning, Tax Returns, Forensic Accounting, Business Valuation
Education
CSU Sacramento 2011 — 2013
Master of Science - Accountancy, Accounting
California Polytechnic State University-San Luis Obispo 2001 — 2005
Undergraduate, Business - Accounting
Casa Roble High School 1997 — 2001
High School Diploma, Fundamental
SoCal Strategy January 2009 - Present
Nationwide Medical, Inc. June 2011 - January 2014
LeadPoint, Inc. 2007 - January 2009
Swyft Technology 2004 - 2006
LowerMyBills, Inc. August 2000 - December 2003
Insweb Corporation February 1999 - August 2000
CIGNA March 1995 - February 1999
Transamerica Corporation June 1987 - March 1995
KPMG Peat Marwick August 1981 - June 1987
Skills
Start-ups, Lead Generation, Strategy Development, Business Planning, Strategic Partnerships, Strategy, CRM, Leadership, E-commerce, Analytics, Business Development, Management, Product Marketing, Product Management, Marketing, Strategic Planning, Mergers & Acquisitions, Product Development, Account Management, Executive Management, Marketing Strategy, Sales, Sales Management, P&L Management
Education
California Polytechnic State University-San Luis Obispo 1977 — 1981
Bachelor of Science (B.S.), Business Administration - Accounting
Oscor Inc. March 2015 - Present
SalonCentric - A Division of L'Oreal USA September 1995 - March 2015
Sunsations Sunglass Company July 1993 - September 1995
KPMG Peat Marwick July 1990 - July 1993
Skills
Business Planning, Financial Reporting, Forecasting, Cash Management, Budgets, Financial Analysis, Leadership, Sales, P&L, Inventory Management, Accounting, Finance, Strategic Planning, Cost Accounting, Variance Analysis, Management, Team Building
Education
Butler University 1986 — 1990
Bachelor of Science (BS), Accounting
Treadmill-World.com October 2008 - Present
Cairoli Properties 2003 - Present
Self-Employed 1991 - Present
Webster's Power Wash Co. March 2003 - March 2005
KPMG Peat Marwick 1987 - 1991
Chase Manhattan Bank 1985 - 1987
Smith Barney 1985 - 1987
Skills
Venture Capital, Valuation, Mergers, Business Strategy, Due Diligence, Entrepreneurship, Real Estate, Investments, Start-ups, Strategy, Selling, Management, Equities, Finance, Mergers & Acquisitions, Small Business, Tax, Restructuring, Acquisitions, Investment Banking, Financial Modeling, Contract Negotiation, Financial Analysis, Business Development, Asset Management, Strategic Partnerships, Corporate Development, Private Equity, New Business Development, Strategic Financial..., Strategic Planning, E-commerce, Mobile Devices, Corporate Law, Portfolio Management, Business Planning, Management Consulting, Securities, CRM, Executive Management, Commercial Real Estate, Corporate Finance, Joint Ventures, IPO, Funding, Strategic Consulting, Business Valuation, Business, International Business, Real Estate Economics
Education
Boston College Law School
JD
New York University
BA, Philosophy
Digital Foundry January 2002 - Present
Reed,Wasden & Associates LLC June 2000 - October 2002
Answerthink Consulting April 1999 - June 2000
Pritchett & Accociates, Inc. May 1998 - April 1999
Pritchett and Associates 1998 - 1999
Pritchett & Associations 1998 - 1999
KPMG Peat Marwick June 1996 - May 1998
Skills
Strategy, Start-ups, Business Planning, Business Development, E-commerce, Project Management, Financial Modeling, Team Leadership, Marketing Strategy, Acquisition Integration, Due Diligence, CRM, Management, Product Management, Executive Management, Business Strategy, Analytics, Product Development, Business Analysis, Management Consulting, Strategic Partnerships, Competitive Analysis, Agile Methodologies, Vendor Management, Business Process..., Cross-functional Team...
Education
Wake Forest University - Babcock Graduate School of Management 1994 — 1996
MBA, Operations
Brigham Young University 1987 — 1994
BA, Communications Studies, Business
Green Mountain High 1983 — 1987
The Yellowwood Group, LLC 2007 - Present
LigoSphere 2013 - 2014
Meers Advertising 2012 - 2013
Washburn University 2008 - 2013
Sprint 1995 - 2004
KPMG Peat Marwick 1991 - 1993
Skills
Nonprofits, Leadership Development, Public Speaking, Business Strategy, Leadership, New Business Development, Higher Education, Strategic Planning, Program Management, Organizational..., Performance Management, Coaching, Entrepreneurship, Management, Change Management, Research, Sales, Management Consulting, Executive Coaching, Marketing, Consulting, Start-ups, Strategy, Team Building, Marketing Strategy, Training, Organizational..., Team Leadership, Business Development, Fundraising, Market Research, Marketing Communications, Cross-functional Team...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Ph.D., Management
University of Michigan 1993 — 1995
MBA, Marketing and Corporate Strategy
Boston College 1984 — 1988
BA, Economics and Business Mgmt.
BNY Mellon June 2005 - Present
State Street Corporation January 2003 - September 2004
Deutsche Bank 1999 - 2003
Bankers Trust 1992 - 1999
KPMG Peat Marwick 1989 - 1991
BDO Seidman 1986 - 1989
Chassin Kandell 1984 - 1986
Schwaeber and Sloane, PC 1982 - 1984
Education
State University of New York at Binghamton
BS
Griffis/Blessing, Inc. September 1992 - Present
Griffis/Blessing, Inc. September 1992 - Present
KPMG Peat Marwick 1981 - 1990
Skills
Real Estate, Investment Properties, Property Management, Asset Managment, Asset Management, Leases, Investments, Disposition, Commercial Real Estate, Real Estate Economics, Apartments, Real Estate Development, Brokerage, Investors, Acquisitions, Real Estate Financing, Dispositions
Education
University of Colorado
MBA
Bob Jones University
Bachelor of Science (BS), Accounting
New York Racing Association February 2012 - Present
Rosa Mexicano Company December 2006 - February 2012
California Pizza Kitchen December 2004 - November 2006
Pacific Theatres November 2002 - October 2004
B3 Corp April 2001 - November 2002
BizBuyer August 1999 - March 2001
The Walt Disney Company December 1996 - August 1999
KPMG Peat Marwick May 1995 - December 1996
Skills
Accounting, Strategic Planning, Financial Analysis, Internal Controls, Auditing, Financial Accounting, Corporate Finance, SEC filings, Finance, Start-ups, Strategic Financial..., Management, Analysis, Strategy, Financial Reporting, SEC Filings, Financial Planning
Education
Boston College 1989 — 1993
BS, Finance and Accounting
Iverson & Associates LLC August 2011 - Present
Barnwell Consulting, LLC June 2012 - Present
Skype July 2011 - June 2014
Oracle Corporation October 2000 - August 2011
PricewaterhouseCoopers (PWC) July 1998 - September 2000
Deloitte & Touche LLP 1996 - 1998
KPMG Peat Marwick 1992 - 1996
Capitol Records 1986 - 1992
Skills
Tax, Corporate Tax, Income Tax, US GAAP, Due Diligence, Tax Accounting, Restructuring, Tax Law, Tax Advisory, Financial Analysis, Consolidation, QuickBooks, Transfer Pricing, Finance, Strategic Financial..., Corporate Governance, Financial Statements, Sales Tax, IFRS, Business Valuation, Tax Returns, Managerial Finance
Education
Golden Gate University 1989 — 1991
MS, Taxation
Brigham Young University 1979 — 1982
BS and BA, Accounting and Int'l Relations
Ajuga Trading LLC Senior Financial AnalystDel Monte FoodsFebruary 2007 - February 2014
Dreyer's Grand Ice Cream December 1999 - June 2006
KPMG Peat Marwick 1987 - 1997
Skills
Financial Analysis, Budgets, Financial Forecasting, Competitive Analysis, Pricing, Analytics, Forecasting, Leadership, Management, P&L Management, Process Improvement, Strategic Financial..., Variance Analysis, Cross-functional Team..., Business Planning, Cost Accounting, Finance, Product Development, Strategy, Sarbanes-Oxley Act, Start-ups, Outsourcing, Consumer Products, Essbase, Financial Modeling, P&L, Hyperion Enterprise, Analysis, Project Management, Customer Insight, Accounting, Strategic Planning, Mergers & Acquisitions, Inventory Management, Investments, Financial Reporting, Sales, Team Building
Education
University of San Francisco - Masagung Graduate School of Management 1998 — 1999
MBA
California Polytechnic State University-San Luis Obispo
BS
Boston University May 2013 - November 2014
Boston University November 1998 - April 2013
Boston University July 1996 - November 1998
Boston University January 1991 - July 1996
KPMG Peat Marwick January 1991 - October 1991
Lenox Hotel, Back Bay August 1987 - November 1988
Park Plaza Hotels & Resorts January 1986 - June 1987
Skills
Higher Education, Human Resources, Recruiting, Administration, Onboarding, Career Counseling, Staff Development, Interviews, Training & Development, Nonprofits, Management, Microsoft Office, SAP, Process Improvement, Writing, Budgets, System Administration, Event Planning, Public Speaking, Accounting, Editing, Outlook, Non-profits, Microsoft Excel, Customer Service, Leadership Development, Microsoft Word, Data Analysis, Access, Social Media, Access Control, Financial Analysis
Education
University of Massachusetts Boston 1986 — 1989
BSBA, Accounting, cum laude
University of Massachusetts, Amherst 1984 — 1986
HRTA
Boston Latin School 1977 — 1984
Roger Williams University August 2008 - June 2009
Citicorp 1984 - 1988
Price Waterhouse 1982 - 1984
KPMG Peat Marwick 1978 - 1982
Old Stone Bank 1973 - 1978
U.S. Air Force June 1969 - August 1973
U.S. Capitol Police 1968 - 1969
Skills
Accounting, Cost Accounting, Finance, Risk Management, CPA, Consulting, Negotiation, Financial Services, Executive Search, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Tax, Credit, Start-ups, Budgets, Banking, Strategic Planning, Small Business, Due Diligence, Investments
Education
Georgetown University 1964 — 1968
B.S. Foreign Service, International Relations
University of Rhode Island - College of Business Administration 1975 — 1979
MBA, Accounting
Bryant University 1979 — 1981
M. S. Taxation, Taxation
EMC May 2012 - Present
EMC Global Professional Services 2008 - 2012
Abbott Laboratories July 2007 - June 2008
Flexity Solutions Inc. (EMC and Cisco Partner) August 2006 - June 2007
Hewlett-Packard 2003 - 2006
ANS Consulting 2002 - 2003
KPMG Peat Marwick 1998 - 2002
Skills
Solution Design, Technology..., Storage Management, Virtualization, Cloud Computing, Business Continuity, Disaster Recovery, Clustering, Brocade, Cisco Switches, Data Center Architecture, SAN, NAS, iSCSI, FCoE, Unix Administration, VMware, Backup Solutions, Cluster, Data Center, Solution Architecture, Unix, Cisco Nexus, EMC Storage, VMware ESX, Solaris, Storage Area Networks, ITIL, Integration, Servers, Storage, HP-UX, HP, Clariion, Symmetrix, Windows Server, Linux, RedHat, Red Hat Linux
Education
Brandeis University 2008 — 2011
M.S.
Sir Syed University of Engineering and Technology 1994 — 1998
BSEE
Kevin P. Martin & Associates, P.C. 1989 - Present
KPMG Peat Marwick May 1986 - September 1989
Skills
Tax Credits, Affordable Housing, Accounting, Due Diligence, Tax, Financial Reporting, GAAP, Tax Preparation, Auditing, Internal Controls, Corporate Tax, Real Estate, Partnership Taxation, Tax Accounting, CPA, Nonprofits, Income Tax, Tax Returns, Financial Accounting, LIHTC, US GAAP, Tax Research, Management Consulting, Small Business, Sarbanes-Oxley Act, Financial Modeling, Enterprise Risk..., Disposition, Private Equity, Management
Education
Bentley University 1982 — 1986
BS, MST, Accounting
Cardinal Community Credit Union August 2010 - Present
Lakeland Community College 2000 - 2006
KPMG Peat Marwick 1993 - 1999
Skills
Sarbanes-Oxley Act, Mergers & Acquisitions, Strategic Planning, Project Management, Customer Service, Process Improvement, Financial Reporting, Microsoft Office, Financial Analysis, Accounting, Loans, Auditing, Marketing, Product Development, Cross-functional Team...
Education
Bowling Green State University 1986 — 1990
BSBA, Accounting
Schepens Eye Research Institute 1988 - Present
Schepens Eye Research Institute October 2007 - December 2011
Medical Solutions Management, Inc. November 2006 - September 2007
KM Fischer Associates December 2004 - October 2006
Lurgi LentjesNorth America, Inc. January 2004 - November 2004
Babcock orsig Capital Corporation January 1993 - December 2003
Bruel & Kjaer Instruments, Inc. July 1991 - December 1992
The Reece Corporation 1985 - 1991
KPMG Peat Marwick 1978 - 1985
Burroughs Corporation 1974 - 1977
Skills
Strategic Thinking, Cross-functional Team..., Change Leadership, Problem Analysis, Problem Solving, Organizational..., Internal Communications, Tactical Planning, Plan Execution, Focus On Results, Financial Management, Deal Making
Education
Harvard Business School 1997 — 1997
Executive Education, Advanced Management Program
Bentley University 1981 — 1983
Master of Science (MS),, Taxation
Babson College 1975 — 1977
Master of Business Administration (M.B.A.), Accounting
Providence College 1971 — 1974
Bachelor's degree, Economics
Leadership Leverage Group, LLC January 2012 - Present
Center for Creative Leadership 2008 - Present
Strategic WorkLife Solutions 2001 - 2011
University of California, San Diego, Extension 2002 - 2005
Lee Hecht Harrison 2001 - 2005
Organization Performance Group 1998 - 2000
KPMG Peat Marwick 1997 - 1998
Skills
Executive Development, Leadership Development, MBTI, Executive Coaching, Organizational..., Business Process..., Six Sigma, Performance Management, Career Transition, 360 Feedback, 360 Assessments, FIRO-B, CPI trained, Workplace Big 5, Business Communications, Corporate Training, Instructional Design, Career Counseling, Training, Emotional Intelligence, Coaching, Consulting, Talent Management
Education
Boston University
B.A., Psychology & Business Communications
CSPP - California School of Professional Psychology
M.A., Organizational Development & Behavior
Choate Rosemary Hall
Honors Diploma, Behavior & Ethics
Bridge Senior Financial Services, a Palm Consulting Services company April 2007 - Present
South Bay Ford Lincoln Mercury November 2002 - April 2008
South Bay Ford & Related Companies November 2002 - October 2007
Enterprise Rent-A-Car April 1995 - March 2002
Karl Storz Endoscopy December 1990 - April 1995
Karl Storz Endoscopy America, Inc December 1990 - April 1995
KPMG Peat Marwick September 1987 - December 1990
Skills
Accounting, Finance, Financial Analysis, Auditing, Corporate Finance, Strategic Financial..., Financial Reporting, Investments, Cash Management, Budgets, Managerial Finance, Strategic Planning, Financial Modeling, Internal Controls, Tax, Forecasting, Sarbanes-Oxley Act, Business Planning, Microsoft Excel, QuickBooks, Mergers, Process Improvement, Certified National..., Certified California..., Certified Public..., Financial Accounting, Small Business, Real Estate, Start-ups
Education
California Polytechnic State University-San Luis Obispo 1985 — 1987
Bachelor of Science, Business Adminnistration; accounting emphasis
South Torrance High School
BCU March 2015 - Present
Feldman Kaplan Consulting September 2000 - Present
BCU - Baxter Credit Union 1994 - March 2015
Baxter Healthcare 1988 - 2000
Baxter Healthcare 1988 - 2000
KPMG Peat Marwick 1983 - 1988
Skills
Strategic Planning, Management Consulting, Executive Coaching, Organizational..., Business Strategy, Process Improvement, Performance Management, Strategic Thinking, Banking, Organization Talent..., Change Management, Conflict Resolution
Education
Boston University Questrom School of Business 1980 — 1982
MBA, Finance, Human Resources
University of Colorado at Boulder
Bachelor of Arts (BA), English Language and Literature/Letters
Piccerelli, Gilstein & Company, LLP January 1980 - Present
KPMG Peat Marwick January 1971 - January 1980
Education
Bryant University 1978 — 1980
Masters of Science, Taxation
Providence College 1967 — 1971
Bachelor of Science, Accounting
Transdev 2011 - Present
Pactiv 2008 - 2011
Pactiv 2007 - 2008
M&I Bank 2005 - 2007
Thomas Industries 2000 - 2005
Ocean Spray Cranberries 1997 - 2000
Winona National Bank 1993 - 1997
Miller Pipeline Corporation 1991 - 1993
KPMG Peat Marwick 1990 - 1991
Hoosier Trails Council, Boy Scouts of America 1986 - 1988
Skills
Financial Accounting, Financial Analysis, Financial Modeling, Finance, Cost Accounting, Cost Estimating, Cost Savings, Inventory Management, Manufacturing, Lean Manufacturing, Management, Auditing, Banking, Construction, SOX, Transportation, Warehousing, Sarbanes-Oxley Act, Accounting, Forecasting, Budgets, Accounts Receivable, Account Reconciliation, SAP, Process Improvement, Analysis, Financial Reporting, Internal Controls, Human Resources, Pricing, ERP, General Ledger, Accounts Payable, Cross-functional Team..., Continuous Improvement, Software Documentation, Leadership, Six Sigma, Project Management, Variance Analysis, Internal Audit, Budgeting, Payroll, Hyperion
Education
Indiana University-Purdue University at Indianapolis 1988 — 1989
40 Hour Concentration in Accounting, 3.9 on a 4.0 scale
Butler University 1981 — 1985
BS, Business Administration & Economics, 3.7 on a 4.0 scale
Griffith High School 1978 — 1981
Diploma, College/University Preparatory, 3.6 on a 4.0 Scale
Hasbro May 1985 - Present
KPMG Peat Marwick January 1981 - May 1985
Skills
Corporate Tax, Sarbanes-Oxley Act, Accounting, Tax, International Tax, Forecasting, Internal Controls, Financial Reporting, SEC filings, Income Tax, Tax Research, Account Reconciliation, US GAAP, Tax Advisory, Cash Management, Sarbanes-Oxley, Transfer Pricing, Tax Accounting, GAAP, Financial Analysis, Financial Accounting, Auditing, Consolidation
Education
Bryant University
Masters, Taxation
University of Rhode Island - College of Business Administration
BS, ACCOUNTING
PwC March 2011 - Present
Ernst & Young LLP 2007 - 2010
Mercer Human Resource Consulting 2000 - August 2007
KPMG Peat Marwick 1996 - 1998
Education
Boston University 1986 — 1990
BA, Mathematics
Rose Villa Retirement Community May 2010 - Present
Financial Stratagies for Non Profits February 2003 - December 2010
Albertina Kerr Centers September 1996 - January 2003
KPMG Peat Marwick 1984 - 1988
kpmg 1984 - 1988
Education
California Polytechnic State University-San Luis Obispo 1979 — 1983
BS, Business-Accounting
Momentum Consulting Corporation April 2004 - Present
Car Spa, Inc. December 1999 - April 2001
KPMG Peat Marwick September 1993 - October 1996
Skills
Software Documentation, Program Management, Data Analysis, Data Warehousing, Business Intelligence, Oracle, SQL, Business Analysis, SDLC, Cognos, Business Intelligence..., Data Modeling, Databases, Leadership, Technical Recruiting, Change Management, Dashboard, SharePoint, Recruiting, Integration, Project Management, Microsoft SQL Server, PMP, IT Strategy, Business Objects, Requirements Analysis, ETL, Vendor Management, Informatica, Software Project..., Visio, Business Process..., Enterprise Software
Education
Bradley University 1989 — 1993
Bachelor of Science (BS), Accounting
CGI 2007 - Present
Bank of Montreal 2003 - 2007
Bank of Montreal Financial Group 2003 - 2007
OnX Enterprise Solutions 2000 - 2003
KPMG Peat Marwick 1981 - 2000
Skills
SOA, Project Portfolio..., Business Intelligence, ITIL, IT Management, Cloud Computing, Requirements Analysis, Vendor Management, Program Management, PMP, Architecture, Governance, Enterprise Architecture, Solution Architecture, Business Process..., TOGAF, Integration, Business Strategy, Healthcare Information..., System Architecture, CMMI, Full SDLC, SEPG, Proposal Writing, RFP, User Interface Design, Presentation Coaching, Career Counseling, Risk Assessment, Impact Assessment, IT Transformation, Conflict Management, Enterprise Software, Data Warehousing, Business Process, Software Project..., Business Process Design, Requirements Gathering, Architectures
Education
Bosphorus University 1974 — 1977
Associate of Science (A.S.), Computer Programming
Kultur Koleji 1968 — 1974
Edgewood Capital Advisors July 2012 - Present
Commonfund 1994 - 2003
MetLife 1991 - 1994
KPMG Peat Marwick 1987 - 1991
Skills
Accounting, Hedge Funds, Commercial Real Estate, Investments, Partnerships, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments, Analysis, Loan Servicing, Expense Management, Partnership Taxation, Quickbooks, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Quicken, Strategic Planning, FICS
Education
State University of New York at Binghamton 1983 — 1987
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
Ascensus College Savings July 2014 - Present
Advocacy Investments LLC May 2013 - July 2014
Wintergreen Investment Management & Research January 2009 - April 2013
FinArc Investments, Inc. July 1999 - November 2008
J. P. Morgan Chase June 1993 - June 1999
New England Banking Institute April 1991 - May 1993
KPMG Peat Marwick August 1990 - April 1991
Skills
Portfolio Management, Investments, Financial Modeling, Mutual Funds, Valuation, Asset Allocation, Financial Analysis, Investment Management, Economics, Investment Strategies, Investment Advisory, Asset Managment, Analysis, Strategic Financial..., Leadership, Wealth Management, Competitive Analysis, Strategy, Finance, Trading, Securities, Capital Markets, Business Development, Financial Services, Financial Risk, Retirement Planning, Mentoring, Morningstar Direct, Fixed Income, Equities, Due Diligence, Management, Alternative Investments, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MSF, Finance
Tulane University - A.B. Freeman School of Business 1986 — 1990
BS, Management
Thayer Academy 1983 — 1986
High School
Silver Lake
Kentucky Country Day School July 2015 - Present
Dwight-Englewood School October 2008 - June 2015
Princeton Day School November 1986 - October 2008
KPMG Peat Marwick September 1983 - October 1986
Skills
Nonprofits, Fundraising, Strategic Planning, Public Speaking, Staff Development, Educational Leadership, Teaching, Budgets, Leadership, Higher Education, Educational Technology, Financial Analysis, Leadership Development
Education
Utica College 1980 — 1983
Bachelor of Science (B.S.), Accounting
Bryant University 1979 — 1980
Accounting
Vistage International March 2012 - Present
Utah County Children's Justice Center July 2006 - Present
Dwayne and Sandy Nielson Foundation August 2001 - Present
Ugilt Investments, LLC. January 2001 - Present
Southern Utah University May 2001 - July 2011
Energy Sc.olutions, when Envirocare of Utah, Inc. 2002 - 2005
STSN, now Guesttek 2001 - 2002
XO Communications 1996 - 2001
Sprint 1985 - 1996
KPMG Peat Marwick 1981 - 1985
Skills
Leadership, Strategic Planning, Management, Start-ups, Team Building, Entrepreneurship, Business Strategy, Public Speaking, Marketing, Management Consulting, Leadership Development, Business Planning, Strategic Partnerships, Executive Management, Small Business, Coaching, Marketing Strategy, Organizational..., New Business Development, Finance, Change Management, Contract Negotiation, Executive Coaching, Mergers & Acquisitions, Customer Service, Team Management, Investments, Negotiation, Product Development, Sales Management, Operations Management, Organizational..., Project Planning, Program Management, Executive Development, mentoring, high performance teams
Education
Brigham Young University 1976 — 1981
M. Accounting, Tax Accounting
Clackamas High School 1969 — 1973
Elateral 1999 - June 2014
Lancast 1997 - 1999
AmeriSpan 1997 - 1997
Andrew Corporation 1991 - 1996
KPMG Peat Marwick 1987 - 1990
Skills
Brand Development, Lead Generation, Multi-channel Marketing, Business Development, New Business Development, SaaS, Management, Marketing Communications, Marketing Strategy, Solution Selling, Sales Management, Email Marketing, Digital Marketing, Direct Sales, Start-ups, Marketing Automation, B2B Marketing, Strategic Planning, Product Management, Direct Marketing, Sales Operations, Product Marketing, Go-to-market Strategy, Leadership, Strategy, Online Marketing, Market Research, Demand Generation, Program Management, B2B, Business Analysis, Account Management, Enterprise Software, Channel, Strategic Partnerships, Team Management, Salesforce.com, Sales, Cross-functional Team..., Sales Process, Product Launch, Competitive Analysis, Cloud Computing, E-commerce, Project Management, Marketing, Online Advertising, Social Media Marketing, Digital Strategy, Business Strategy
Education
Boston University 1989 — 1991
MS, Business Management
University of Rhode Island - College of Business Administration 1983 — 1987
BS, Finance
Boving Consulting, LLC June 2012 - Present
Eye Surgery Associates December 2007 - May 2012
Aran Eye Associates August 2003 - December 2007
KPMG Peat Marwick July 1996 - May 1998
Skills
Strategic Planning, Healthcare Management, Insurance, Physician Practice..., Hospital Operations, Contract Negotiation, Contract Management, Implementing Processes, Financial Analysis, Financial Planning, Financial Reporting, Personnel Development, Process Improvement, Process Management, Hospitals, EMR, Training, Practice Management, Physicians, Management Consulting, Strategic Financial..., Surgery
Education
Boston University - School of Management 1994 — 1996
MBA, Business Administration - Health Care Management
Drew University 1987 — 1991
BA, psychobiology
Susan S. Lukesh, LLC August 2010 - Present
Weill Cornell Medical College in Qatar September 2007 - August 2010
Hofstra University November 1988 - August 2007
Brown University September 1993 - May 2005
Hofstra University September 1999 - May 2004
Pratt Institute January 2001 - May 2002
Brown University 1985 - 1999
KPMG Peat Marwick January 1985 - November 1988
Rhode Island School of Design January 1978 - January 1979
Brown University July 1977 - June 1978
Skills
History, Higher Education, Publications, Microsoft Office, Databases, Research, Writing, Museums, Proofreading, Copy Editing, College Teaching, Grant Writing, Science, Lecturing, Grants, University Teaching, Curriculum Design
Education
LIU Post 1998 — 2000
MLS, Library Science
Brown University 1971 — 1976
PhD, Classical Art & Archaeology
Brown University 1964 — 1969
B.A., Classics
Dyl & Perillo, Inc. January 1995 - Present
Pricewaterhouse Coopers 1992 - 1995
KPMG Peat Marwick September 1987 - May 1992
Skills
Small Business, Payroll, Strategic Financial..., Accounting, Financial Reporting, Partnership Taxation, Financial Analysis, Tax, GAAP, Income Tax, Corporate Tax, Auditing, Tax Returns, Tax Preparation, Internal Controls, Sales Tax, Financial Statements
Education
Bryant University 1990 — 1994
Masters, Science of Taxation
Providence College 1984 — 1988
B/S, Accounting
Crown Point Systems (Subsidiary of Cypher Analytics) August 2013 - Present
Cypher Analytics (formerly M2 Consulting Corporation) October 2003 - Present
BearingPoint Consulting August 2001 - September 2003
BearingPoint 2001 - 2003
KPMG Peat Marwick 2001 - 2002
Ernst & Young January 2000 - August 2001
Ernst & Young 1999 - 2000
Skills
Management Consulting, Competitive Analysis, Program Management, Business Process..., DoD, Business Transformation, Balanced Scorecard, Six Sigma, Consulting, Finance, Managerial Finance, Leadership, Cross-functional Team..., International Business, Integration, Strategy, Mergers & Acquisitions, Business Process..., Budgets, Executive Management, Process Improvement, Financial Modeling, Negotiation, Business Analysis, Change Management, Business Planning, CRM, Strategic Financial..., Risk Management, Business Strategy, Start-ups, Entrepreneurship, Due Diligence, Analysis, Business Process, Project Portfolio..., Acquisition Integration, Business Development, IT Strategy, Business Intelligence, Contract Negotiation, Contract Management, Project Control, Government Procurement, Procurement Contracts, Government Contracting, Federal Government, Defense Contracting, Defense Sector
Education
University of Southern California - Marshall School of Business 2007 — 2009
Executive MBA, Business Administration
Boston University Questrom School of Business 1996 — 1999
BSBA ~ Honors (cume laude), Finance & Organizational Behavior
Boston University 1996 — 1999
BSBA, Finance & Organizational Behavior
University of Pittsburgh 1994 — 1994
Semester at Sea
Lowell Whiteman School 1990 — 1993
HS
ASD-CONSULTING llc. January 2006 - Present
Intellectual Ventures 2004 - 2005
BHP World Minerals & BHP Copper 1997 - 2001
BNP Asia Pacific; Credit Lyonnais Asia and Franco-Thai Chamber of Commerce 1992 - 1996
SCP Celice et Blancpain Law Firm 1991 - 1992
SCP G. Laraize 1990 - 1991
KPMG - Peat Marwick July 1989 - August 1989
Skills
Country Risk, Impact Assessment, Comparative Law, Contract Negotiation, regulations drafting, Intellectual Property, International Project..., Government, Litigation, CSRs, Corporate Law, government affairs, mining
Education
Boston University School of Law 2000 — 2001
LLM
Harvard University
HIID
Université Paris Dauphine
Master's Degree in Economics (DESS)
Université Paris X Nanterre
'PhD' Studies. Diplome d'Etudes Approfondies
Université Panthéon Assas (Paris II) 1984 — 1989
Doctor of Law (JD), Maitrise
Université Panthéon Assas (Paris II) 1988 — 1990
Master's degree
Renee B. Cummins, C.P.A. LLC 2008 - Present
Amplify FCU 1998 - 2006
Objective Interface Systems, Inc. 1995 - 1998
KPMG Peat Marwick 1994 - 1996
Skills
Budgeting, Accounting, Administration, Cash Flow Forecasting, Expense Control, Part-Time CFO Services, QuickBooks, Quicken, Financial Services, Consulting, Budgets, Financial Reporting, Financial Analysis, Entrepreneurship, System Administration, Cash Flow, Expense Management, Small Business, Finance, Start-ups
Education
Bradley University 1989 — 1993
B.S., Accounting
Trilion Capital September 2010 - Present
David Weiner Management Consulting July 2008 - September 2010
KeyBank Private Equity 2006 - 2008
The Corky McMillin Companies 2001 - 2006
Meyers Builder Advisors (pka: The Meyers Group) 1999 - 2001
New Homes Quest, LLC 1997 - 1999
Prudential Home Building Investment Advisors 1994 - 1997
KPMG Peat Marwick 1991 - 1994
Skills
Hard Money Lending, Hard Money Loans, Real Estate Lender, Real Estate Investor, Bridge Loans, Real Estate Financing, Asset Based Lending, Real Estate, Real Estate Economics, Investment Properties, Commercial Real Estate, Investors, Private Money, Real Estate Development, Residential Homes, Finance, Financial Analysis, Hard Money Lender, Fix & Flip Lender, Rehab Lender, Fix and Flip Loans, Rehab Loans, Private Money Lender, Private Money Loans, Real Estate Loans, Bridge Lender, Real Estate Investor..., Asset Based Financing
Education
California Polytechnic State University-San Luis Obispo 1984 — 1988
Bachelor of Science, Business Administration - Real Estate and Financial Management
AT&T May 2008 - Present
AT&T August 2006 - April 2008
SBC January 2000 - August 2006
Ameritech April 1996 - January 2000
Arthur Andersen 1993 - 1996
Arthur Anderson Business Consulting 1993 - 1996
KPMG Peat Marwick May 1987 - July 1993
KPMG 1987 - 1993
BearingPoint 1987 - 1993
NYNEX now Verizon 1980 - 1987
Skills
Business Planning, Forecasting, Cross-functional Team..., Project Management, Strategic Planning, Consulting, Project Planning, Finance, Management, Telecommunications, Leadership, Analysis, Management Consulting, Marketing, CRM, Executive Management, Budgets, Vendor Management, Business Intelligence, Financial Analysis, Strategic Partnerships, Performance Management, New Business Development, Process Improvement, Product Management, Operations Management, Account Management, Sales, Training, Team Leadership, Strategy, Analytics, Mergers & Acquisitions, Business Analysis, ERP, Business Development, Risk Management, Time Management, Outsourcing, Program Management, Business Strategy, Solution Selling, Change Management, Team Building, Human Resources, Start-ups, Business Process..., Business Process, Competitive Analysis, Product Marketing
Education
New York University - Polytechnic School of Engineering 1986 — 1987
MS, Telecommunications Mgt
Boston College 1979 — 1980
MS (ABT), Economics
Rutgers, The State University of New Jersey-Newark 1975 — 1979
BA, Pharmacy, Economics
Archbishop Walsh High School 1971 — 1975
St Leo's 1963 — 1971
RThompson Associates May 2013 - Present
Ergobaby July 2012 - April 2013
RThompson Asscociates May 2011 - June 2012
ERGObaby Inc. September 2010 - April 2011
Industrial Shipping Enterprises Corp January 2006 - January 2010
Lindblad Expeditions 1989 - 2006
Guidance Associates/Center for Humanities June 1984 - December 1988
KPMG Peat Marwick September 1974 - June 1984
Skills
Strategic Planning, Forecasting, Budgets, Mergers, Accounting, Business Intelligence, Business Planning, New Business Development, Business Strategy, Mergers & Acquisitions, Cash Flow, Cash Management, Financial Reporting, Due Diligence, Financial Analysis, Financial Modeling, SEC filings, Auditing, Financial Accounting, Corporate Finance, Management, Finance, Business Development, Private Equity, Internal Controls, ERP, Start-ups, Investments, Managerial Finance, Banking, Strategy, Entrepreneurship, Restructuring, Executive Management, IPO
Education
New York University - Leonard N. Stern School of Business 1974 — 1975
MS, Accounting
Brown University 1969 — 1973
BA, Economics
Park Electrochemical Corp July 2010 - Present
Deloitte July 2005 - January 2009
Zurich Insurance June 2003 - July 2005
KPMG December 2000 - May 2003
PricewaterhouseCoopers August 1998 - December 2000
Deloitte September 1995 - August 1998
Aetna Life & Casualty November 1989 - September 1995
KPMG Peat Marwick August 1987 - November 1989
Skills
Certified Public..., Corporate taxation -..., Tax planning - domestic..., Tax compliance -..., Auditing, Accounting, Internal Controls, Sarbanes-Oxley Act, Corporate Tax, Tax, Income Tax, International Tax, Mergers & Acquisitions, CPA
Education
University of Hartford 1988 — 1993
Masters of Science, Taxation
Binghamton University 1983 — 1985
Bachelors of Science, Accounting
KPMG US January 2014 - Present
KPMG US December 2012 - Present
Gourmet Garage December 2011 - December 2012
KPMG Peat Marwick December 2004 - September 2009
KPMG December 2004 - September 2009
Looking for Employment December 2003 - September 2009
Entex 1998 - 2003
Skills
Management, Troubleshooting, CRM, Leadership, Technical Support, IT Strategy, IT Audit, Requirements Analysis, Process Improvement, Information Security, Networking, Business Analysis, Identity Management, Information Technology, Risk Management
Education
Bergen Community College
Ahold October 2010 - Present
Superior Florals, Inc July 2003 - June 2010
American Flower Group 2010 - 2010
Superior Florals, Inc July 2000 - June 2003
Nature's Sunshine Products 2000 - 2000
Frito Lay Colombia - Productos Alimenticios Margarita June 1998 - December 1998
Florex December 1996 - January 1998
KPMG Peat Marwick 1995 - 1995
Skills
Supply Chain Management, Procurement, Logistics, Operations Management, Supply Chain, Negotiation, Budgets, Project Planning, Leadership, Project Management, English, Strategy, Management, Cross-functional Team..., Sales, New Business Development, Inventory Management, Process Improvement, Sales Management, Customer Service, Product Development, Microsoft Office, Business Strategy, Program Management, Team Building, Pricing, Account Management, Marketing Strategy, Retail, Strategic Planning, Purchasing, Outsourcing, Marketing, Forecasting, Customer Satisfaction, Manufacturing, Merchandising, Performance Management, Product Management, Inventory Control, Sourcing, Teamwork, Business Planning, P&L Management, Contract Negotiation, Time Management, Change Management, P&L, Team Leadership
Education
Carlos Albizu University - Miami Campus 2007 — 2008
MBA, Business Administration Master with emphasis on Management
Brigham Young University 1999 — 1999
Universidad de La Sabana 1992 — 1996
Graduate, Bachellor in the Science of Agroindustrial Production Engineering
Ashland University September 2012 - Present
Cuyahoga Valley Career Center 2000 - Present
John Carroll University 1994 - 1996
Litigation Management, Inc. 1990 - 1992
Johnson & Johnson Technicare 1979 - 1986
Arthur Andersen 1978 - 1978
KPMG Peat Marwick 1977 - 1978
Skills
Staff Development, Curriculum Development, Teaching, Higher Education, Public Speaking, Event Planning, Non-profits, Program Development, Coaching, Grant Writing, Public Relations, Leadership Development, Event Management, Marketing Communications, Strategic Planning, Marketing, Nonprofits, Educational Leadership, Training, Entrepreneurship, Social Media, Social Media Marketing, Budgets, Leadership, Community Outreach, Adult Education
Education
Kent State University 2000 — 2005
MEd, Career and Technical Education
Weatherhead School of Management at Case Western Reserve University 1986 — 1989
MBA, Marketing & Entrepreneurial Studies
Bowling Green State University 1973 — 1977
BS, Accounting
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (MBA), Marketing and Entrepreneurship
Justice and Sustainability Associates, LLC June 2014 - Present
AMH Business Solutions 2000 - Present
Justice and Sustainability Associates, LLC August 2012 - June 2014
ReMax One Realty 2003 - 2004
KPMG Peat Marwick 1999 - 2000
Heineken USA 1994 - 1999
Sterling Winthrop 1990 - 1994
IBM 1988 - 1989
Skills
Event Planning, Office Administration, Word Processing, Wordpress, Microsoft Office, Microsoft Excel, Microsoft Word, Newsletters, Online Communications, Social Media, Presentations, Constant Contact, MailChimp, iContact, Aweber, Bookkeeping, QuickBooks, Quicken, Strategic Thinking, Calendar Planning, Google Docs, Google Apps, Course Management, Database Administration, Employee Relations, Vendor Management, Client Liaison, Desktop Publishing, Customer Support, Mail Merge, Article Submission, Proofreading, Text Editing, Company Newsletters, Office Management, Microsoft Office 2007, Online Research, Real Estate Transactions, Real Estate, Time Management
Education
University of Maryland University College
Bachelor's degree, Business Management
Syracuse University 1987 — 1988
Business Management
Borough of Manhattan Community College
Business Management
SBA Emerging Leaders
SBA Emerging Leaders
Vineyard Heights Design March 2009 - Present
City of Salem March 2010 - February 2012
Sunwest Management September 2006 - March 2009
BearingPoint June 1992 - August 2006
KPMG Consulting 2001 - 2003
KPMG 1996 - 2001
KPMG Peat Marwick 1992 - 1996
Massachusetts Institute of Technology October 1990 - June 1992
CH2M Hill December 1987 - October 1990
Skills
Certified Scrum Master..., Software Project..., Agile Project Management, System Integrators, Web Development, iPhone development, Process Improvement, Process Management, Enterprise Architecture, Application Architecture, Process Modeling, Solution Architecture, Management Consulting, Website Development, IT Management, IT Strategy, Project Management, Microsoft Technologies, Agile Methodologies, Start-ups, Business Process, PMO, Business Intelligence, Telecommunications, Program Management, Integration, Software Development, iOS development
Education
Boston University Questrom School of Business 1988 — 1989
MS
Oregon State University 1986 — 1988
BS
Wells Fargo June 2011 - Present
Wintrust Capital Management December 2003 - June 2011
American Capital LLC February 1996 - December 2003
American Hotel Register November 1994 - February 1996
American Hotel Register July 1989 - November 1994
KPMG Peat Marwick June 1987 - July 1989
Skills
Financial Architect, Family CFO, Strategy, Management, Leadership, Portfolio Management, Investments, Integration, Investment Management, Financial Advisory, Disaster Recovery, Wealth, Wealth Management, Asset Allocation, Auditing, Asset Management, Series 7
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Brigham Young University 1978 — 1987
BS, BA, Accounting, Spanish Translation
John W. Clegg & Company November 1986 - Present
KPMG Peat Marwick August 1981 - November 1986
Skills
Estate Planning, Accounting, Tax, Financial Analysis, Project Management, Financial Reporting, Finance, Management Consulting, Internal Controls, LLC, Small Business, Strategic Financial..., Strategic Planning, Cash Flow, Risk Management, Financial Planning, Auditing
Education
Bentley University 2003 — 2004
Masters, Taxation
Bryant University 1977 — 1981
BS, Accounting
Cranston High School East
CrossHarbor Capital Partners 2006 - Present
Heritage Property Investment Trust 1998 - 2006
KPMG Peat Marwick 1990 - 1998
Education
Boston College 1987 — 1990
BS, Finance and Accounting
BC High 1983 — 1986
The Charles Group Inc. June 2012 - May 2015
Self Employed February 2008 - June 2012
KPMG Peat Marwick May 2007 - February 2008
Self Employed October 2004 - May 2007
Hilton Worldwide June 2002 - September 2004
TBA Global/Formerly PGI February 2000 - May 2001
Marriott International September 1994 - February 2000
Skills
Hospitality, Employee Relations, Employee Training, Event Management, Event Planning, Hotels, Meeting Planning, Food, Hospitality Industry, Hospitality Management, Hotel Management, Trade Shows, Corporate Events, Coordinating Events, Food
Education
Bergen Community College
A.S. Degree Program, Business Management
Apple Orthodontix January 1997 - Present
Beyone Conception, Inc January 1995 - April 1997
KPMG Peat Marwick 1984 - 1987
Skills
Accounting, SEC filings, Financial Reporting, Forecasting, Financial Analysis, CPA, Budgets, Managerial Finance, Internal Controls, Financial Modeling, Negotiation, Treasury Management, Sales
Education
Brigham Young University 1981 — 1984
McAcc, Accounting
Brigham Young University 1981 — 1984
macc, Accounting
Columbia University February 2011 - Present
Conde' Nast Publications 1999 - February 2011
KPMG Peat Marwick March 1997 - April 1999
Skills
Databases, SQL Server, Database Administration, Database Design, Oracle, Web Applications, Performance Tuning, Sybase, Windows, Database Admin, Disaster Recovery, Data Warehousing, Unix, SQL, Solaris, ETL, Unix Shell Scripting, SDLC, Microsoft SQL Server, Linux, ERP
Education
New York Institute of Technology 1983 — 1986
MBA, Finance
Binghamton University 1978 — 1982
BA, Economics
Bel Fuse Inc 2003 - Present
Insilco Technologies Group 1994 - 2003
Ferranti International 1984 - 1994
Dentsply 1982 - 1984
KPMG Peat Marwick 1978 - 1982
Skills
Internal Controls, SOX, Financial Reporting, Forecasting, Accounting, Acquisition Integration, Sarbanes-Oxley Act, Managerial Finance, Cost Accounting
Education
Bloomsburg University of Pennsylvania 1974 — 1978
Bachelor of Business Administration (BBA), Accounting
Loaves and Fishes Ministry Inc August 2014 - Present
Ruralogic, Inc. May 2010 - December 2012
Attevo, Inc. September 2004 - June 2012
Acero 2002 - 2004
filefrenzy, Inc. 2001 - 2002
Computer Associates 1998 - 2000
Realogic January 1995 - 1998
Wright Systems 1990 - 1991
Wright Systems 1990 - 1991
KPMG Peat Marwick September 1982 - December 1989
Skills
Start-ups, CRM, Leadership, Mergers & Acquisitions, Operations Management, Professional Services, Business Analysis, Consulting, Business Intelligence, Process Improvement, Management Consulting, Project Management, Business Process..., Business Process, IT Strategy, Management, Business Development, Strategy, Data Governance, Executive Management, Integration, Program Management, Analysis, Strategic Planning, Outsourcing, Accounting, Mergers, Strategic Thinking
Education
Bowling Green State University 1968 — 1969
MBA, Finance and Statistics
Bowling Green State University 1964 — 1968
BS, Mathematics
West Milton State Bank August 2011 - Present
First National Bank of Mifflintown June 2008 - August 2011
Omega Bank June 2005 - May 2008
Kish Bank 1994 - 2005
Pannebaker Custom Cabinetry 1990 - 1994
KPMG Peat Marwick 1986 - 1989
Skills
Enterprise Risk..., Risk Management, Banking, Financial Risk, Strategy, Executive Management, Leadership, Management, Team Building, Commercial Banking, Strategic Planning, Credit, Mergers & Acquisitions, Financial Analysis, Entrepreneurship, Finance, Due Diligence, Credit Analysis, Operations Management, Leadership Development, Commercial Lending, Governance, Small Business Lending, Retail Banking, Portfolio Management, Loans, Consumer Lending, Insurance, Credit Risk, Auditing, Internal Audit, Cash Management, Corporate Governance, Investments, Financial Services, Internal Controls, Financial Institutions, Mortgage Lending, Corporate Finance, Financial Modeling, Capital Markets, Restructuring, Strategic Financial...
Education
Bucknell University 1994 — 1997
Certificate, PBA Central Atlantic Advanced School of Banking
Pennsylvania 1986 — 1988
CPA, Certified Public Accountant
Penn State University 1982 — 1986
Bachelors, Accounting
Lewistown High School 1979 — 1982
College Prep, Science
Girl Scouts - North Carolina Coastal Pines February 2015 - Present
UNC Eshelman School of Pharmacy Foundation January 2010 - February 2015
The Rams Club - UNC May 2009 - December 2009
Maricopa County January 1999 - January 2000
ING GROUP January 1996 - January 1999
LORNA BRIGANTI, CPA January 1993 - January 1996
SHAWS SUPERMARKETS January 1991 - January 1993
KPMG Peat Marwick January 1987 - January 1991
Skills
Accounting, Budgets, Financial Statements, Internal Controls, Auditing, General Ledger, Financial Reporting, Microsoft Excel, Blackblaud CRM, Peachtree, Sage MIP, 990 tax return, QuickBooks
Education
Bentley University
BS, Accounting
St. Mary's Academy Bay View
H.S
Bruker BioSpin January 2014 - Present
Bruker Energy & Supercon Technologies Inc. June 2010 - January 2014
Bruker Biospin November 1997 - December 2010
Saga International Holidays September 1996 - November 1997
BayBanks Associates February 1993 - August 1996
KPMG Peat Marwick September 1990 - February 1993
Skills
Technical Accounting, GAAP, Revenue Recognition, Financial Systems..., SOX, Financial Reporting, SEC filings, Internal Controls, Accounting, Financial Operations, International Operations, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Finance, Managerial Finance, Consolidation, Budgets
Education
Bentley University 1993 — 1996
MBA, Finance
University of Central Lancashire 1990 — 1990
State University of New York College at Plattsburgh 1986 — 1990
BS, Accounting
The Norton Agency March 2015 - Present
ADP 2000 - 2001
Cox Enterprises 1998 - 1999
KPMG Peat Marwick October 1991 - May 1998
Skills
Strategic Planning, Coaching, Team Building, Fundraising, Healthcare
Education
Brenau University
B.S., Accounting
Electronic Business Products, Inc. March 1991 - Present
KPMG Peat Marwick July 1988 - February 1991
Skills
Strategic Planning, Forecasting, Mergers & Acquisitions, Budgets, Financial Analysis, Financial Reporting, Process Improvement, New Business Development, Accounting, Account Management, Sales Management, Solution Selling, Sales Process, Customer Service, Leadership, Due Diligence
Education
Bucknell University 1984 — 1988
BSBA, Accounting
Shenendehowa 1980 — 1984
High School & Regents Diploma, Accounting and Finance
Red Rhino Truck Sales, LLC March 2015 - Present
NorthStar Demolition and Remediation, LP March 1996 - March 2015
KPMG Peat Marwick 1991 - 1996
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Finance, Auditing, Financial Statements, Financial Reporting, Internal Controls, Accounting, Payroll, Analysis, Financial Accounting, Mergers & Acquisitions
Education
University of California, Irvine
MBA
Brigham Young University
Bachelor's Degree, Finance, General
Depth Public Relations, LLC August 2006 - Present
William Mills Agency March 2003 - August 2006
HeadStrong Public Relations September 2000 - March 2003
Socket PR (Blanc & Otus) 1999 - 2000
Porter Novelli 1998 - 1999
KPMG Peat Marwick January 1995 - January 1998
Georgia Housing and Finance Authority 1992 - 1995
DeKalb County Board of Commissioners January 1991 - January 1992
AudioFAX - Atlanta January 1990 - January 1991
Ketchum Public Relations 1986 - 1990
Skills
Reputation Management, Marketing Strategy, Executive Visibility, Relationship Marketing, Message Development, Corporate Communications, Speech Writing, Marketing Copy, Feature Articles, Integrated Marketing, Public Relations, Marketing Communications, Media Relations, Press Releases, Blogging, Social Media, Strategy, SEO, Marketing, Strategic Partnerships, Financial Services, Business Strategy, Strategic Planning, B2B, Management, Strategic Communications, Executive Management, B2B Marketing, New Media, Brand Development, Internal Communications, Editing, Copywriting, Corporate Branding, Brand Management, Direct Marketing, Entrepreneurship, Leadership
Education
Georgia State University 1980 — 1982
Bachelor’s Degree, English
Berry College 1978 — 1980
Bachelor’s Degree, Self Discovery & Philosophy
VCE, the Virtual Computing Environment Company August 2013 - Present
EMC Corporation July 1997 - August 2013
Accenture May 1995 - June 1997
KPMG Peat Marwick April 1993 - April 1995
Marine Corps September 1984 - April 1993
Skills
Program Management, Cross-functional Team..., Business Process..., Integration, Change Management, Management, Business Strategy, Strategy, Process Improvement, Leadership, Executive Management, Consulting, Project Management, Cloud Computing, Enterprise Software, SaaS, Go-to-market Strategy, Product Management, Solution Selling
Education
Boston University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Science (B.S.)
Strategy& a PriceWaterhouseCoopers Member Firm 2012 - Present
Pricewaterhouse Coopers 2011 - 2012
FMI 2005 - 2010
Adroit Consulting 2001 - 2005
Minotaur Capital 2000 - 2001
Whittman-Hart / marchFIRST 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Softnet Systems Chicago January 1996 - June 1996
Oracle Corporation 1994 - 1996
Digital Equipment Corporation 1983 - 1994
Skills
CRM, Business Intelligence, Business Planning, Telecommunications, Leadership, Business Strategy, Project Management, Integration, Business Process..., PMO, Program Management, Management Consulting, SAP, Management, Sales, Consulting, Project Planning, Marketing Strategy, Business Analysis, Process Improvement, ERP, Strategy, Selling, Marketing, Business Transformation, Change Management, Oracle, Strategic Planning
Education
Boston University 1979 — 1982
MBA, Finance and Marketing
Dartmouth College 1973 — 1975
MS, Geology
Boston College 1968 — 1972
BS, Geology
St Columbkille HS 1964 — 1968
US Bank June 2011 - Present
Cortland Capital Market Services LLC October 2009 - June 2011
LaSalle Global Trust Services October 2007 - October 2009
LaSalle Bank November 1997 - October 2007
Bankers Trust January 1995 - November 1997
Long Beach Mortgage April 1994 - January 1995
Saddington * Cacciamatta March 1992 - April 1994
Security Pacific Bank June 1991 - March 1992
KPMG Peat Marwick June 1988 - June 1991
Education
University of Utah - David Eccles School of Business
MBA, Taxation
Brigham Young University
BS, Accounting
Ginsberg Shulman, PL September 2013 - Present
Bar Boutique/Ginzoscloset an Ebay Store November 1998 - Present
Law Offices of Jill R. Ginsberg, PL August 2000 - September 2013
Kluger Peretz Kaplan & Berlin 2001 - 2004
Barranco, Kircher 1998 - 1999
KPMG Peat Marwick September 1995 - September 1998
Spear, Safer, Harmon CPA's 1990 - 1995
Deloitte October 1987 - January 1990
Deloitte & Touche 1987 - 1990
Skills
Trusts, Estate Planning, Wills, Tax, Probate, Guardianship
Education
Brooklyn Law School 1984 — 1987
J.D., Tax/Family Law
Franklin & Marshall College 1980 — 1984
B.A., Accounting and Business Management
GW & Wade, LLC 2000 - Present
KPMG Peat Marwick 1997 - 2000
Skills
Investment Management, Holistic Financial..., Private Wealth Planning, Strategic Tax Planning, Stock Option Planning, Portfolio Management, Estate Planning, Estate Tax Planning, Retirement Planning
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1998
MS/MBA, MS in Accounting & MBA
Boston University School of Law 1992 — 1995
JD
James Madison University 1988 — 1992
BBA
Ward Melville
Town of Milton, MA September 2010 - Present
Island Oasis Frozen Cocktail Co., Inc. February 2008 - September 2010
CSP, Inc. October 1994 - February 2008
CTC Communications June 2002 - September 2003
KPMG Peat Marwick July 1988 - October 1993
Skills
Internal Controls, Strategic Planning, Financial Reporting, Revenue Recognition, Accounting, Forecasting, Process Improvement, Financial Analysis, Budgets, Management, Sarbanes-Oxley Act, SEC filings, Analysis, Microsoft Office, General Ledger, Auditing, Managerial Finance, Accounts Receivable, Cost Accounting
Education
Bentley University 1984 — 1988
BS, Accountancy
Independent Accounting Professional June 2010 - Present
Hasbro April 1996 - September 2008
HASBRO, INC April 1996 - September 2008
KPMG- Peat Marwick January 1987 - August 1988
Skills
Accounting, Internal Controls, Financial Reporting, QuickBooks, Auditing, SEC filings, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Accounts Payable, Cash Management, Accounts Receivable, Cash Flow, International Tax, General Ledger, Sarbanes-Oxley, Tax Accounting, Income Tax
Education
Bryant College 1987 — 1992
Masters Program, Taxation
Providence College 1978 — 1980
B.S., Accounting/ Business
QRGA, LLP January 2009 - Present
Alford & Co., P.C. October 1991 - December 2008
Community Group/First Mutual, Inc. 1987 - 1991
KPMG Peat Marwick January 1985 - February 1987
Skills
Tax, GAAP, Tax Preparation, CPA, Income Tax, Corporate Tax, Financial Accounting, US GAAP, Internal Controls, Auditing, QuickBooks, Bookkeeping, Financial Reporting, Tax Accounting, Accounting
Education
Boston University Graduate School of Management 1982 — 1985
MBA, Accounting & Management
Boston University Questrom School of Business 1976 — 1980
BSBA, Management & Finance
Girls' Latin School/Boston Latin Academy 1972 — 1976
High School
Grant MacEwan College August 2006 - Present
Grant MacEwan College August 2006 - Present
Grant MacEwan University 2006 - Present
Yeditepe University July 2002 - July 2006
KPMG Peat Marwick 1985 - 1988
Education
Boğaziçi University 1979 — 1982
BA, Management
JPMorgan Chase October 2005 - Present
Financial ServiceSolutions November 2004 - April 2005
Framework, Inc March 1998 - December 2004
American Management Systems 1991 - 1998
American Management Systems (AMS) 1991 - 1998
KPMG Peat Marwick 1990 - 1991
Skills
SDLC, Enterprise Architecture, Professional Services, Vendor Management, Product Management, Program Management, Start-ups, Business Intelligence, Project Management, Analytics, Scrum, Strategic Planning, Business Analysis, Process Improvement, IT Strategy, Software Development, Software Project...
Education
Brown University 1986 — 1990
BS, Computer Science
EMC October 2008 - Present
Dunkin' Brands January 2006 - April 2008
CVS May 2006 - January 2007
EMC March 2001 - May 2006
Ciber January 2001 - January 2002
Apex Consulting Group January 1999 - January 2002
Aris Corporation 2001 - 2002
KPMG Peat Marwick April 1997 - April 1999
Amtrol 1998 - 1999
A.T. Cross January 1993 - January 1997
Skills
Business Analysis, ERP, Oracle Applications, Oracle, Oracle E-Business Suite, Project Management, IT Management, Business Process..., Solution Architecture, Software Project..., ITIL, Business Requirements, Project Portfolio..., Program Management, Cross-functional Team..., Analysis, PMP, Oracle HR, Software Development, Management, Consulting, SDLC, Enterprise Software, CRM, SaaS
Education
Bryant University 2007 — 2007
Vigilar Intense School 2006 — 2006
CCE
Boston University 2005 — 2005
Salve Regina University 1997 — 1999
Master of Arts
University of Rhode Island 1990 — 1993
Bachelor of Arts
University of Rhode Island 1990 — 1993
Bachelor of Arts
Western Kentucky University 1988 — 1990
Middletown High School 1980 — 1988
Ciber December 2014 - Present
E3 Technologies / I-Evolve Technology Services May 2010 - December 2014
Independent Consulting November 2008 - May 2010
CooperVision Inc. February 2002 - October 2008
Global Crossing 2000 - 2002
Questra Corportation September 1998 - December 1999
Sigma Consulting June 1996 - September 1998
Baldwin Richardson Foods June 1993 - June 1996
KPMG Peat Marwick October 1990 - July 1992
Information Associates 1980 - 1990
Skills
Business Process..., PMP, Project Management, PMI, Six Sigma, ERP, ERP Implementations, Leadership, Networking, Change Management, Project Planning, Software Project..., Quality Assurance, Business Process, IT Management, Information Technology, Team Leadership, Business Analysis, Disaster Recovery, Analysis, Consulting, Budgets, IT Strategy, Business Process..., Process Improvement, Management, Team Building, Requirements Gathering, Management Consulting, Start-ups, Business Intelligence, Outsourcing, Integration, Vendor Management, Cross-functional Team...
Education
Bowling Green State University 1979 — 1980
MBA, Management Information Systems
Bowling Green State University 1975 — 1979
BS, Accounting
PMI Rochester
Rochester Works
Goldline, LLC June 2014 - December 2014
Automobile Club of Southern California November 2007 - October 2013
UNITRIN DIRECT INSURANCE COMPANY October 2001 - November 2007
Oracle Corporation December 1996 - September 2001
FINANCIAL INDEMNITY COMPANY August 1991 - November 1996
AMWEST INSURANCE GROUP November 1989 - July 1991
KPMG Peat Marwick August 1986 - October 1989
Skills
Accounts Payable, General Ledger, Financial Reporting, Compliance, Internal Controls, Financial Management, Process Improvement, Insurance, ERP, Budget Process, Operating Budgets, Forecasting, Sarbanes-Oxley, Project Management, Hyperion Planning, Oracle E-Business Suite, Project Planning, Financial Accounting, Integration, Software Implementation, Managerial Finance, Risk Management, Analysis, Finance, Accounting, Business Process, Sarbanes-Oxley Act, Business Process..., Financial Analysis, Strategic Financial..., Account Reconciliation, Payroll, Oracle, US GAAP, Property
Education
California State University-Northridge 1995 — 1998
MBA, General
University of Arizona 1982 — 1985
BS, Accounting
California Lutheran University 1981 — 1982
None
Conversant Inc. January 2005 - Present
Medtronic Minimed March 2004 - January 2005
Occam Networks March 2001 - March 2004
Xircom November 1996 - March 2001
StreamLogic Corp April 1995 - November 1995
Micropolis August 1990 - March 1995
KPMG Peat Marwick August 1981 - August 1990
Skills
Revenue Recognition
Education
California Lutheran University 1992 — 1999
MBA, International Business
University of Wisconsin-Madison - School of Business 1977 — 1981
BBA, Accounting
Ball Corporation February 1999 - Present
American Medical Response 1995 - 1999
KPMG Peat Marwick 1981 - 1992
Education
Bentley University 1992 — 1995
MST, Taxation
Louisiana State University 1976 — 1980
BS-BAdm, Accounting
Arbor Networks 2007 - Present
BCGI 1996 - 2007
KPMG Peat Marwick 1990 - 1996
Skills
Sarbanes-Oxley Act, Financial Reporting, Revenue Recognition, Mergers, Management, Finance, Auditing, Financial Analysis, Accounting, Internal Controls, Start-ups, SEC Filings, GAAP, US GAAP
Education
Bentley University 1985 — 1989
BS, Accountancy
Independent Contractor December 2014 - Present
Bank of America April 2013 - July 2014
Bank of America January 2010 - April 2013
Bank of Amerca May 2008 - January 2010
Bank of America October 2004 - May 2008
FleetBoston Financial Group 2000 - 2004
Fleet Financial Group 1995 - 2000
Shawmut Bank 1982 - 1995
KPMG Peat Marwick August 1978 - December 1982
Skills
Risk Management, AML, Banking, Operational Risk, Financial Risk, OFAC, Bank Secrecy Act, Financial Services, KYC, Consumer Lending, Privacy Law, Mergers & Acquisitions, Regulations, Leadership, Retail Banking, Operational Risk..., Credit, Financial Institutions, Enterprise Risk..., Management, Auditing, Credit Cards, Credit Risk, Loans, Mortgage Banking, Mortgage Lending, Program Management, Commercial Banking, Portfolio Management, Fraud, Training, Commercial Lending, Small Business Lending, Governance, Consumer Compliance, Payments, UDAAP, USA PATRIOT Act, Fair Lending, CRA, Financial Regulation, Due Diligence, Executive Management, Process Improvement, Relationship Management, Finance, Financial Analysis, Vendor Management, Anti Money Laundering, Credit Analysis
Education
Bentley University 1974 — 1978
Bachelor of Science Accounting
BRE Financial Solutions, Inc. 2006 - Present
Morgan Stanley Dean Witter 2004 - 2006
Penn National Insurance 1994 - 2004
Harsco Corporation 1991 - 1993
KPMG Peat Marwick 1988 - 1991
Skills
Securities
Education
Cabrini College 1984 — 1988
B.S., Accounting
CBRE, Inc January 2010 - October 2011
CB Richard Ellis February 2009 - February 2010
CB Richard Ellis February 1993 - January 2009
Cosa Instrument January 1991 - November 1992
KPMG Peat Marwick September 1986 - November 1990
Butler Aviation & Butler International February 1982 - September 1986
Skills
Marketing, Real Estate, Corporate Real Estate, Real Estate Transactions, Disposition, Investment Properties, Tenant, Leases, Lease Administration, Property Management
Education
Berkeley College 1994 — 1997
AAS
Berkeley College 1991 — 1997
Associate of Arts and Sciences (A.A.S.)
The Berkeley School 1981 — 1982
Word Processing Diploma
Immaculate Conception High School 1977 — 1981
Dipolma
McGladrey October 2012 - Present
RSM McGladrey, Inc January 2004 - October 2012
Vitale Caturano 2003 - 2004
KPMG 1996 - 2000
KPMG Peat Marwick 1996 - 1999
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Connecting For Children & Families August 2012 - Present
Family Resources Community Action April 2010 - July 2011
Fidelity Investments September 2000 - March 2001
KPMG Peat Marwick 1996 - 2000
Skills
Business Analysis, Project Managment, Non-profits, Strategic Planning, Program Management, Event Planning, Management Consulting, Microsoft Office, Change Management, Business Strategy, Team Building, Business Process..., Training
Education
Boston College - Carroll School of Management 1995 — 1997
MBA
Ithaca College 1985 — 1989
BS, Finance
D R Clark & Associates, LLC July 2007 - Present
Meyers, Harrison & Pia, LLC 1993 - 2007
KPMG Peat Marwick 1989 - 1993
Canby, Maloney & Co., Inc. 1985 - 1989
Skills
Tax Preparation, Corporate Taxation, Partnership Taxation, Individual Taxation, Tax Research, Sales & Use Tax, Accounting, QuickBooks, Peachtree, Financial Reporting, Tax Returns, Tax, Auditing, Finance, Corporate Tax
Education
University of New Haven 1992 — 1995
MST, Taxes
Bentley University 1985 — 1989
BS, Accounting
Freepoint Commodities, LLC April 2011 - Present
Statoil North America, Inc. July 2010 - April 2011
RBS Sempra Commodities 1999 - June 2010
ConEdison Solutions 1998 - 1999
Phibro Energy Production, Inc. 1992 - 1998
Chemical Venture Partners 1991 - 1992
KPMG Peat Marwick 1988 - 1991
Skills
Commodity, Start-ups, Hedging, Energy Markets, Financial Reporting, Finance, Divestitures, Financial Modeling, Financial Forecasting, Risk Management, Commodity Markets, Options, Budgets, Accounting, Trading, Natural Gas, VAR, Derivatives, Financial Analysis, Financial Risk, Commodity Risk..., Valuation, Bloomberg, Market Risk, Corporate Finance
Education
Bucknell University 1984 — 1988
BS Business Administration, Accounting
Towers Watson July 1996 - Present
Towers Perrin September 1996 - July 1997
KPMG Peat Marwick July 1993 - September 1996
Skills
Employee Benefits, Defined Benefit, Pensions, Actuarial Science, Deferred Compensation
Education
Binghamton University 1988 — 1992
BS/BA, Economics/Mathematics
R.J. Murray Company, Inc. September 2015 - Present
R.J. Murray Co., Inc. April 2005 - August 2015
It's About Time March 2001 - March 2005
All Seasons Outdoor Services & Greenhouse June 1997 - February 2001
KPMG Peat Marwick September 1993 - May 1997
Skills
Strategic Planning, Sales Management, Account Management, Budgets, Marketing
Education
Bryant University 1989 — 1993
Interactions Corporation August 2012 - Present
Interactions Corporation January 2009 - August 2012
River Ridge Consulting Group March 2003 - March 2010
The Leukemia & Lymphoma Society 2005 - 2009
The Forum Corporation February 2001 - March 2003
Books24x7.com February 1996 - February 2001
Quebecor World June 1994 - February 1996
Phoenix Technologies September 1988 - June 1994
KPMG Peat Marwick June 1984 - September 1988
Skills
Start-ups, Mergers, Revenue Recognition, SEC filings, Financial Analysis, Financial Reporting, Strategic Planning, Process Improvement, SaaS, Finance, Enterprise Software, Business Development, Accounting, Corporate Finance, Executive Management, Mergers
Education
Bryant University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Trent Doman, CPA, P.C. September 2003 - Present
Intuit 2007 - 2009
KPMG Peat Marwick January 2006 - May 2006
The Seniors Coalition February 2002 - September 2003
CNF April 2000 - February 2002
KPMG August 1998 - March 2000
Skills
QuickBooks, Tax, Auditing, Income Tax, Payroll, Small Business, Bookkeeping, GAAP, CPA, Tax Preparation, Accounting, Corporate Tax, Financial Reporting
Education
Brigham Young University 1993 — 1998
Macc, Taxation
Brigham Young University - Idaho 1990 — 1991
Marriott Crystal Shores May 2015 - Present
SunTrust Bank February 2004 - March 2008
Royal Jewelers 1999 - 2003
KPMG Peat Marwick 1997 - 1998
Skills
Financial Analysis, Credit, Loans, Finance, Risk Management, Retail Banking, Credit Analysis, Financial Reporting, Financial Services, Commercial Banking, Financial Modeling, Business Planning, Financial Risk, Internal Controls, Auditing, Accounting, Due Diligence, Budgets, Management, Banking, Customer Service, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
Bachelor of Science, Finance
Peter Stuyvesant College 1988 — 1993
VWO, Economics/Business Administration
N/a
N/a
Verdolino & Lowey, P.C. November 1999 - Present
KPMG Peat Marwick June 1997 - October 1999
Sansiveri, Kimball & McNamee, LLP January 1993 - June 1997
The Providence Journal January 1990 - January 1993
Textron Inc. June 1979 - January 1990
Skills
Tax, Accounting, Income Tax, Corporate Tax, Federal Tax, Tax Returns, Preparation, Quickbooks, Tax Preparation, Payroll, High Net Worth..., Excel, Analysis, Tax Compliance, Tax Research, Partnership Taxation, Tax Services, S Corporations, Individual Taxation, Tax Return Preparation, IRS, Microsoft Excel, CPA, Cash Flow, QuickBooks
Education
Bryant University 1984 — 1986
MST, Taxation
Providence College 1982 — 1985
MBA, Accounting
Bryant University 1979 — 1981
BS in BA, Accounting
Community College of Rhode Island 1977 — 1979
AS in BA, Accounting
Home July 2004 - Present
Pacific Ridge School Parents Association July 2013 - June 2014
Intuit September 2002 - June 2004
MCI May 1995 - August 2002
Laboratory Corp. of America August 1993 - May 1995
Laboratory Corp. of America July 1992 - August 1993
Laboratory Corp. Of America July 1991 - July 1992
KPMG Peat Marwick September 1989 - July 1991
Skills
Financial Modeling, Auditing, Finance, Strategic Financial..., Corporate Finance, Financial Analysis, Strategic Planning, Financial Planning, Strategy, Budgets, Mergers & Acquisitions, Program Management, Accounting, Leadership, Management, Start-ups
Education
Bentley University 1986 — 1989
Accounting
Booke Seminars August 1995 - Present
Automobile Club Insurance Company May 1988 - August 1995
KPMG Peat Marwick January 1985 - May 1988
Skills
Property & Casualty..., Public Speaking, Statutory, Investments, GAAP, Reinsurance, Accounting, Financial Reporting, Insurance, Statutory Accounting, Sarbanes-Oxley, General Insurance, Financial Analysis, Sarbanes-Oxley Act, Auditing, Internal Controls, Strategic Financial..., Enterprise Risk..., CPA, SEC filings, US GAAP, Financial Risk, Risk Management, Finance, Internal Audit, Financial Statements, Financial Services, External Audit, Financial Audits, Financial Accounting, Assurance, Variance Analysis, IFRS, Cash Management, General Ledger, Cash Flow
Education
Bowling Green State University 1981 — 1984
BS, Accounting
Crescendo Financial, Inc. 2003 - 2008
Ameranth Wireless, Inc. November 2001 - November 2002
Springboard Capital June 1997 - November 2001
RJR Horizons, Inc. December 1993 - June 1997
KPMG Peat Marwick August 1991 - December 1993
Education
Brigham Young University 1986 — 1991
Masters, Accounting
MasterControl Inc August 2002 - Present
KPMG Peat Marwick July 1998 - August 2001
CUSA Technologies May 1995 - April 1998
Skills
Lifesciences, Mergers, Leadership, Document Management, Auditing, Project Management, Quality Auditing, Risk Management, Business Process..., Business Development, Business Strategy, Salesforce.com, Quality Assurance, Software Documentation, Strategic Planning, Business Analysis, Team Leadership, Manufacturing, Change Management, Medical Devices
Education
Brigham Young University—J. Reuben Clark Law School 1992 — 1995
Juris Doctor, Business Law
University of Utah 1989 — 1992
Bachelors of Arts, Accounting
TD Bank Group March 2008 - Present
BrandPartners 1997 - 2007
KPMG Peat Marwick 1993 - 1997
Bank of Boston (now Bank of America) 1991 - 1993
KPMG Peat Marwick 1987 - 1991
BayBanks (now Bank of America) 1980 - 1987
Education
Boston University Questrom School of Business 1984 — 1987
MBA, Business Administration
University of Southern Maine 1976 — 1980
B.S., Business Administration
New York State Assembly January 2011 - Present
St. Bonaventure University March 2004 - December 2010
NYSFAAA 2004 - December 2010
Harvard Law School April 1998 - February 2004
KPMG Peat Marwick 1994 - 1996
Skills
Higher Education, Student Financial Aid, Non-profits, Public Speaking, Fundraising, Community Outreach, Event Planning, Research, Strategic Planning, Student Affairs, Program Development, Microsoft Office, Leadership Development, Nonprofits, Staff Development, Grants, Volunteer Management, Student Development, Policy, Leadership
Education
Boston University - School of Management
MBA
Hamilton College
Bachelor of Arts, Political Science
Resolution Life June 2014 - Present
KPMG June 2009 - May 2014
Allstate Financial April 1997 - April 2009
Allstate Insurance April 1997 - April 2009
Allstate Insurance 2006 - 2009
KPMG Peat Marwick April 1993 - April 1997
Skills
Actuarial Science, ALM, Enterprise Risk..., Reinsurance, Insurance, Risk Management, Fixed Annuities, Financial Modeling, Life Insurance, Financial Risk, Economic Capital, Financial Services, Pensions, Valuation, Solvency II, Portfolio Management, Strategic Financial..., Corporate Finance, Derivatives, Retirement Planning, Retirement, Mutual Funds, Risk Analysis, Investments, General Insurance, Capital Management, Due Diligence, Asset Management, Fixed Income, Asset Allocation, Financial Reporting, Mergers & Acquisitions, Financial Analysis
Education
Brown University 1980 — 1983
BA, Math
Questex LLC August 2007 - Present
Sycamore Networks February 2007 - August 2007
Averion International May 1996 - January 2007
Brewster Wallcovering June 1991 - May 1996
Ernst & Young July 1987 - May 1990
KPMG Peat Marwick July 1985 - June 1987
Skills
Financial Analysis, Budgets, Mergers, Acquisition Integration, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, Strategic Planning, Revenue Recognition, Forecasting, Process Improvement, Strategic Financial..., GAAP, QuickBooks, Treasury Management, Budget Models, Auditing, Invoicing, Financial Statements, Financial Accounting, Internal Controls, Financial Modeling, Finance, CPA, Accounts Payable, Cash Management
Education
Bentley University 1981 — 1985
Bachelor of Science (B.S.), Accountancy
KPMG LLP July 1997 - Present
Office of Chief Counsel, Manhattan District Counsel, IRS 1991 - 1997
KPMG Peat Marwick 1986 - 1989
Skills
International Corporate..., FAS 109, Tax Controversy, Export and..., Corporate Tax, Tax, Tax Law, International Tax..., Tax Research, Auditing, Mergers & Acquisitions, International Tax, Tax Advisory, Tax Accounting, Due Diligence
Education
Boston University School of Law
LL.M., Taxation
University of the Pacific - McGeorge School of Law
J.D., Law
California State University-Sacramento
B.S., Accounting
Perficient July 2013 - Present
Morgan Stanley Wealth Management September 2009 - April 2013
Royal Bank of Scotland December 2008 - September 2009
Merrill Lynch September 1999 - August 2008
iSi-Dentsu of America, Inc. February 1999 - September 1999
KPMG Peat Marwick December 1996 - February 1999
Skills
Risk Management, Fixed Income, SDLC, Financial Services, Equities, Business Analysis, Capital Markets, Investment Banking, Trading Systems, Banking, Strategic Planning, Vendor Management, Financial Markets, Program Management, Strategy, Resource Management, Derivatives, Equity Derivatives, Electronic Trading, Consensus Building, IT Strategy, Governance, Portfolio Management, Market Data, Market Risk, Project Management, Management, Business Requirements, Finance, Structured Products, Securities, Integration, PMO, User Acceptance Testing, Project Delivery, Private Equity, Data Governance, Wealth Management, Financial Reporting
Education
Boston University
B.A, Marketing & Psychology
Siemens Healthcare Diagnostics November 2007 - Present
Dade Behring June 2005 - November 2007
Dade Behring November 1998 - June 2005
KPMG Peat Marwick June 1997 - November 1998
ACNielsen June 1995 - June 1997
ACNielsen January 1995 - June 1995
ACNielsen June 1994 - January 1995
Skills
Process Improvement, Cross-functional Team..., Medical Devices, Marketing, Troubleshooting, Healthcare Information..., Sales, CRM, Software Documentation, Healthcare, Quality System, Six Sigma, Account Management, Continuous Improvement, Competitive Analysis, Leadership, Strategy, Strategic Planning, Management, SDLC, Vendor Management, Manufacturing, Business Strategy, SAP, Program Management, Project Management, Quality Assurance, Team Building, ERP, Change Management, Product Management, IT Strategy, Business Process..., IT Management, Business Intelligence, Integration
Education
Bradley University 1982 — 1985
BS, Marketing
Financial Consulting 2009 - Present
Liberty Mutual 2007 - 2009
General Electric 2005 - 2007
KPMG Peat Marwick 2002 - 2005
Price Waterhouse Coopers 2000 - 2002
The Learning Company 1998 - 1999
Time Warner Publishing 1998 - 1998
State Street Bank 1995 - 1998
Education
Bentley University 1991 — 1995
BS, Accounting
SunGard Omni June 2006 - Present
United States Army Reserve August 1993 - November 2008
SunGard May 2004 - June 2006
CIGNA Healthcare July 2003 - May 2004
CIGNA International April 1999 - July 2003
CIGNA Retirements and Investment Services March 1997 - April 1999
KPMG Peat Marwick January 1996 - March 1997
SEI Corporation June 1993 - December 1995
US Army May 1984 - June 1993
Skills
Business Requirements, SDLC, Requirements Analysis, Management, Business Analysis, Requirements Gathering, Leadership, Software Project...
Education
Boston University 1987 — 1989
MSBA, Business Administration
United States Military Academy at West Point 1980 — 1984
BS, Electrical Engineering
NRG Energy April 2014 - Present
Edison Mission Energy January 2011 - March 2014
Edison Mission Energy October 1999 - May 2010
Rockwell International April 1998 - September 1999
Edison Mission Energy August 1995 - April 1998
AST Research May 1991 - August 1995
KPMG Peat Marwick June 1988 - May 1991
Skills
10K, SEC reporting, GAAP, Financial Reporting, FASB, Auditing, SEC filings, US GAAP, Consolidation, Sarbanes-Oxley Act, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 1983 — 1987
BS, Accounting
Financial Planning Standards Board October 2012 - Present
Next Level April 2012 - Present
MGMA-ACMPE (Medical Group Management Association - American College of Medical Practice Executives) 2005 - 2012
MGMA 1994 - 2004
MGMA November 1990 - March 1994
KPMG Peat Marwick September 1986 - November 1990
Skills
Strategic Planning, Business Planning, Accounting, Financial Analysis, Forecasting, Corporate Governance, Corporate Law, Cost Accounting, Financial Reporting, Financial Accounting, Board Development, Board Presentations, Board Training, Legal Issues, Association Management, Professional..., Contract Review, Budget Development, Cost Analysis, Microsoft Office, Cost Benefit, Training, Contract Management, Organizational..., Executive Management, Healthcare Consulting, Operations Management, Budgets, Business Strategy, Nonprofits, Strategy, Team Building, Mergers & Acquisitions, Auditing, Finance, Process Improvement, Leadership, Contract Negotiation, Strategic Financial..., Business Process..., Board Governance, EHR, Insurance, Physician Relations, Healthcare Information..., Managerial Finance, Sales, Revenue Cycle, Healthcare, Project Planning
Education
Brigham Young University 1984 — 1986
MACC, Masters Degree in Accounting
Brigham Young University 1978 — 1984
B.S., Accounting, Japanese, Business
Power Plant Management Services, LLC June 2010 - Present
The Shaw Group June 2008 - June 2010
Cogentrix Energy, LLC 2006 - 2008
Duke Energy Corporation 2004 - 2006
Cogentrix Energy, LLC 1999 - 2004
KPMG Peat Marwick 1997 - 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Internal Controls, Accounting, Budgets, General Ledger, Hyperion Enterprise, Variance Analysis, Auditing, Financial Modeling, Finance, US GAAP, Risk Management, Cash Flow, Contract Management, Process Improvement, Analysis, Management, SEC filings, Due Diligence, Energy
Education
Brigham Young University 1993 — 1997
MAcc
Staples May 2015 - Present
Staples May 2013 - April 2015
Staples April 2010 - April 2013
Staples February 2008 - April 2010
Staples April 2006 - February 2008
Staples April 2000 - April 2006
Staples November 1998 - April 2000
Avery Dennison Corporation 1996 - 1998
KPMG Peat Marwick 1995 - 1996
Skills
Six Sigma, Cross-functional Team..., Forecasting, Analysis, Operations Management, Process Improvement, Budgets, Business Process..., Continuous Improvement, P&L Management, Auditing, Performance Metrics, Strategic Financial..., Black Belt, Leadership, P&L, Lean Manufacturing, Multi-Site..., Supply Chain, Strategic Partnerships, Business Process Design, Vertical Integration, Business Growth..., E-commerce, Financial Planning
Education
Clark University 1998 — 2001
MBA
Bentley University 1984 — 1988
BS, Accountancy
The Taft School 1980 — 1984
ARM Services October 2010 - Present
Interline Brands Inc [NYSE: IBI] August 2001 - 2010
Airgas [NYSE: ARG] June 2000 - August 2001
Airgas Direct Industrial October 1999 - June 2000
Airgas Safety October 1996 - October 1999
Robertson-Ceco Corporation April 1995 - October 1996
KPMG Peat Marwick June 1991 - April 1995
Skills
Corporate Finance, Finance, Accounting, Mergers, Capital Allocation, Supply Chain, Investor Relations, Cash Flow, Turn Around Management, IPO, Leadership, Management, Investment Banking, Strategic Planning, Capital Markets, Mergers & Acquisitions, Sales, Forecasting, Acquisitions, Business Strategy, P&L Management, Financial Analysis, Budgets, Strategic Financial..., Internal Audit, Working Capital..., Treasury Management, Sarbanes-Oxley Act, Business Planning, Strategy, Equities, Analysis, Pricing, Financial Modeling, Financial Accounting, Credit, Executive Management, Income Statement, P, Start-ups, Financial Planning
Education
Bentley University 1987 — 1991
BS Accounting, Finance and Accounting
Monument Mountain
Graham Capital Management February 2004 - Present
SAC Capital May 2000 - February 2004
Investment Management Services August 1993 - February 2000
KPMG Peat Marwick August 1991 - August 1993
Skills
Market Data, Trading Systems, Electronic Trading, Hedge Funds, Fixed Income, Options, Equities, FX Options, Derivatives, Bloomberg, Trading, Commodity, Equity Derivatives, Equity Trading, FX trading, Financial Markets, Software Development, Low Latency, Alternative Investments, Asset Managment, Emerging Markets, Interest Rate...
Education
Binghamton University 1987 — 1991
BA, Economics
Northgate Capital May 2011 - Present
Paul Capital Partners January 2009 - May 2011
Wachovia Bank October 2006 - June 2008
Golden West Financial Corporation April 2003 - October 2006
Golden West Financial Corporation April 1993 - April 2003
Golden West Financial Corporation June 1991 - April 1993
Golden West Financial Corporation June 1989 - June 1991
Golden West Financial Corporation December 1988 - June 1989
Visa March 1986 - December 1988
KPMG Peat Marwick September 1984 - March 1986
Skills
Auditing, GAAP, Accounting, Financial Analysis, Venture Capital, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Finance, Management, Corporate Finance
Education
California Polytechnic State University-San Luis Obispo 1978 — 1982
BS, Business Administration, concentration Accounting
Demand Solutions December 2012 - Present
Demand Solutions Midwest August 2011 - Present
Caveo Learning & Performance October 2010 - August 2011
Crowe Horwath 2004 - 2009
KPMG Peat Marwick 1997 - 2003
SSA Global 1991 - 1997
SSA 1991 - 1997
Data General 1988 - 1991
MAI Basic Four 1979 - 1988
Skills
Business Strategy, Enterprise Software, Business Intelligence, SaaS, ERP, Professional Services, Solution Selling, Supply Chain Management, Pre-sales, Business Process..., CRM, Cloud Computing
Education
Bradley University
Bemis Company, Inc. January 2006 - Present
Bemis Company, Inc. October 1995 - January 2006
KPMG Peat Marwick July 1993 - October 1995
McGladrey & Pullen 1988 - 1991
Skills
Risk Management, Audit, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Cost Accounting, Internal Audit, GAAP, Auditing, Accounting, Financial Accounting, Financial Analysis, Forecasting, SAP, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1993
MBA, Business Administration
Buena Vista University 1984 — 1988
B.A., Accounting
CBRE I Boulos Asset Management May 1990 - Present
Maine Medical Center September 2010 - Present
Pineland Farms Naturally Potatoes September 2010 - Present
CBRE/The Boulos Company April 1990 - May 2013
The Park Danforth 2002 - 2011
KPMG Peat Marwick July 1986 - April 1990
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Property Management, Disposition, Investment Properties, Commercial Real Estate, Brokerage
Education
Bentley University 1982 — 1986
BS, Accounting
Raytheon Integrated Defense Systems 2010 - Present
Raytheon Integrated Defense Systems 2004 - 2010
Raytheon Integrated Defense Systems 2002 - 2004
Raytheon Integrated Defense Systems 2001 - 2002
KPMG Peat Marwick 1993 - 2001
Texas Instruments, Inc. 1990 - 1993
First Bank & Trust Company 1988 - 1990
Skills
Leadership, Earned Value Management, Government Contracting, DoD, FAR, Security Clearance, Defense, Cross-functional Team..., Aerospace, Six Sigma, Talent Management, Change Management, Integration, Defense Contracting, Process Improvement, Project Management, Information Assurance, Military
Education
Bryant College 1989 — 1993
Master of Business Administration (M.B.A.), Entrepreneurship
Bryant University 1984 — 1988
Bachelor of Business Administration (B.B.A.)
Ancestry.com January 2009 - Present
Martha Stewart Living Omnimedia May 2000 - December 2008
Bear Stearns September 1996 - May 2000
Credit Suisse First Boston March 1996 - September 1996
KPMG Peat Marwick September 1994 - February 1996
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Boston University Questrom School of Business 1988 — 1992
BS, Accounting
The Evergreens Continuing Care Retirement Community March 2009 - Present
The Estaugh t/a Medford Leas Retirement Community November 2002 - October 2008
Baker Tilly Virchow Krause, LLP 2001 - 2002
Isdaner & Company, LLC 1991 - 2000
KPMG Peat Marwick 1984 - 1991
Skills
GAAP, Internal Controls, CPA, Business Ethics, Financial Statements, Revenue Recognition, Monthly Close, FRx, Year-end Close, General Ledger, Mas 90, MAS500, Great Plains Software, Fixed Assets, Fixed Asset Management, Collaborative Problem...
Education
Bloomsburg University of Pennsylvania
BS, Accounting
Shea Homes Northwest Region Financial Reporting ManagerWells Fargo BankNovember 1995 - May 1998
KPMG Peat Marwick August 1977 - July 1981
Education
Brigham Young University 1974 — 1974
General
University of Utah - David Eccles School of Business
BS, Accounting/Business
BNP Paribas April 1996 - Present
KPMG Peat Marwick 1993 - 1996
NYC Office of Managment and Budget 1989 - 1992
Skills
Derivatives, Structured Finance, Structured Products, Financial Modeling, Corporate Finance, Investment Banking, Portfolio Management, Fixed Income, Capital Markets, Credit Risk, Hedge Funds, Financial Structuring, Equities, Valuation, Emerging Markets
Education
Pace University - Lubin School of Business 1990 — 1992
MS, Accounting
Binghamton University - School of Management 1987 — 1989
MBA, Finance
Binghamton University
BA, Chemistry
Feldman Kaplan Consulting 2000 - Present
Cancer Wellness Center 2006 - 2009
Cancer Wellness Center 2006 - 2009
BCU 1994 - 2009
Baxter Healthcare 1988 - 2000
Baxter Healthcare 1988 - 2000
KPMG Peat Marwick 1983 - 1988
Skills
Leadership Development, Performance Management, Change Management, Strategic Planning, Coaching, Strategy, Consulting, 360 Feedback, Executive Pay, Executive Coaching, Organizational Design, Succession Planning, Organizational..., Mergers, Organizational...
Education
Boston University Questrom School of Business
MBA, Finance, HR
Boston University Questrom School of Business
MBA, Finance, HR
Allaire Elder Law, LLC 2011 - May 2015
The Loomis Chaffee School 2009 - 2013
FSA SoccerPlus Premier Soccer Club 2005 - 2010
Executive Search Consulting 1990 - 1992
KPMG Peat Marwick 1985 - 1989
Richards Consultants 1985 - 1989
Education
Boston College 1981 — 1985
B. A., Communications
RiverStar February 2002 - Present
InfoAge Consulting March 1992 - February 2002
Team InfoAge, Inc. 1992 - 2002
Ameritech February 1987 - February 1992
KPMG Peat Marwick May 1984 - February 1987
Skills
Program Management, Cloud Computing, Integration, Enterprise Software, Management, Business Analysis, Product Management, SaaS, Business Intelligence, Strategy
Education
Bradley University 1980 — 1984
Computer Science
APICS 1979 - Present
Pansophic Systems 1985 - 1989
KPMG Peat Marwick 1984 - 1985
Education
Bowling Green State University 1974 — 1978
BS, Supply Chain
New England School of Acupuncture January 2012 - Present
Quinsigamond Community College September 2011 - Present
Perini Corporation 1990 - 2009
Perini Corporation 1990 - 1993
Perini Corporation 1983 - 1990
Perini Corporation 1979 - 1983
KPMG Peat Marwick 1977 - 1979
Skills
Financial Analysis, Turn Around Management, Corporate Governance, Auditing, Finance, Mergers, Mergers & Acquisitions, Cash Management, SEC filings, Due Diligence, Executive Management, Internal Audit, Management, Budgets
Education
Bentley University 1983 — 1987
MS, Finance
University of Massachusetts Dartmouth 1973 — 1977
BS, Accounting
Energy Investors October 2010 - Present
Strategic Financial Alliance, LLC November 2004 - October 2010
Energy Investors 1996 - 2002
ITT Sheraton 1988 - 1996
KPMG Peat Marwick 1984 - 1987
Education
Boston College 1980 — 1984
BS, Accounting
Ackman-Ziff September 1997 - Present
KPMG Peat Marwick August 1994 - September 1997
Education
New York University 1995 — 1998
Masters, Real Estate Finance
Binghamton University - School of Management 1990 — 1994
Bachelor, Accounting
Gilbane Building Company March 2010 - Present
Tishman Speyer March 2008 - May 2009
Toll Brothers September 1998 - March 2008
KPMG Peat Marwick January 1998 - September 1998
Toll Brothers July 1995 - January 1998
Tait, Weller & Baker November 1992 - July 1995
Skills
Compliance, Internal Audit, Real Estate, Construction, Internal Controls, Sarbanes-Oxley, CPA, GAAP, Accounting, Auditing, General Ledger, JD Edwards, Financial Accounting, Corporate Governance, Risk Assessment, US GAAP, Cost Accounting, Sarbanes-Oxley Act, Finance, Financial Analysis, Budgets
Education
Bucknell University 1988 — 1992
Bachelor of Science in Business Administration, Accounting
CRICO March 2013 - Present
CRICO June 2011 - March 2013
MassMutual Financial Group October 2009 - June 2011
MassMutual Financial Group January 2007 - September 2009
MassMutual Financial Group February 1998 - January 2007
Provident Companies January 1993 - January 1998
KPMG Peat Marwick January 1988 - January 1992
Skills
Risk Management, Underwriting, Relationship Management, Leadership, Insurance, Employee Benefits, Strategy, Disability Insurance, Process Improvement, Management, Project Management, Finance, Financial Services, Claim, Business Development, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA
Worcester State University
Bachelor of Science, Business Administration
Certified SCRUM Product Owner
Physicians Endoscopy COONavix Radiology1995 - 1999
HealthInfusion 1994 - 1996
Prime Leasing, Inc 1992 - 1994
Chancellor Corporation 1988 - 1992
Scientific Leasing, Inc 1978 - 1988
KPMG Peat Marwick 1972 - 1978
Skills
Strategic Planning, Healthcare, Healthcare Information..., Managed Care, Budgets, HIPAA, New Business Development, Physicians, Hospitals, Executive Management, Employee Benefits, Healthcare Management, Medicare, Healthcare Consulting, Medicaid, Medical Billing, Revenue Cycle, Practice Management, Physician Relations, Revenue Cycle Management
Education
Boston College 1968 — 1972
BS, Accounting
Bigelow Tea August 1987 - Present
Clinipad 1986 - 1987
KPMG Peat Marwick June 1968 - March 1975
Skills
Managerial Finance, Finance, Accounting, Internal Controls, Treasury, Strategic Financial..., SEC filings, Auditing, Tax, Strategic Planning, Process Improvement, Sarbanes-Oxley Act, Operations Management, Financial Analysis, Revenue Recognition, Management, Forecasting, Mergers & Acquisitions, US GAAP, Financial Reporting, Cash Flow, Cost Accounting, Financial Modeling
Education
University of New Haven 1978 — 1983
MBA, Accounting and taxation
Bentley University
BSA, Finance and Accounting
1-800 CONTACTS 2014 - Present
Black Diamond Equipment 2013 - 2014
1-800 CONTACTS 2007 - 2013
KPMG Peat Marwick 2002 - 2007
Skills
Tax, FAS109, Federal Taxation, State Taxation, Tax Controversy, Entity Selection, International Tax, Partnership Taxation, Corporate Tax, Tax Research
Education
Brigham Young University 1997 — 2002
MACC, Master of Accountancy - Tax Emphasis
New York Institute of Technology November 2014 - Present
B Holahan Consulting May 2012 - Present
Sacred Heart Academy 2010 - Present
Metropolitan Opera 2008 - 2011
Diocese of Rockville Centre 2007 - 2008
Columbia University 1985 - 2006
Hofstra University 1997 - 1997
KPMG Peat Marwick 1981 - 1984
Skills
Research, Financial Accounting, Risk Management, Payroll, Fundraising, Investments, Strategic Financial..., Cash Management, Forecasting, Managerial Finance, Analysis, Public Speaking, General Ledger, Customer Service, Grants, Financial Statements, Project Management, Process Improvement, Certified Treasury..., Foreign Exchange Risk..., Insurance, Endowment Funds, Tax-exempt, Bonds, Non-profits, System Administration, Internal Audit, Project Planning, Financial Planning, Financial Reporting, Finance, Budgets, Accounting, Strategic Planning, Management, Nonprofits
Education
Molloy College 2005 — 2007
MBA, Business Management
University of Richmond - Robins School of Business 1979 — 1981
BS, Accounting
Binghamton University - School of Management 1977 — 1979
Accounting
Benesch, Friedlander January 1997 - Present
KeyCorp January 1993 - January 1997
KPMG Peat Marwick January 1990 - January 1993
The Lubrizol Corporation April 1989 - September 1990
Skills
Employee Benefits, Mergers & Acquisitions, Mergers, Employment Law, ERISA, Deferred Compensation
Education
Bucknell University
B.A.
Case Western Reserve University School of Law
J.D.
Sterling Resorts November 2009 - Present
Edgewater Beach Resort April 2011 - Present
Textron Financial 2003 - 2009
Eastern Resorts, LLC 1987 - 2002
Ferland Corporation 1984 - 1987
KPMG Peat Marwick 1981 - 1984
Skills
Restructuring, Forecasting, Financial Analysis, Financial Modeling, Due Diligence, Accounting, Financial Reporting, Portfolio Management, Analysis, Banking, Finance, Negotiation, Management, Leadership, Strategic Planning
Education
Bryant University 1978 — 1981
BS-Business Administration, Accounting
Pioneer Energy Services August 2013 - Present
Assurant Specialty Property April 2007 - July 2013
Noven Pharmaceuticals April 2004 - April 2007
American Cancer Society January 2002 - March 2004
KPMG Peat Marwick January 1999 - January 2002
Skills
Auditing, Accounting, Internal Audit, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Trusts, Financial Accounting, Risk Management, Finance, Budgets, Access, Forecasting, Consolidation, Business Process..., Corporate Finance, Account Reconciliation, General Ledger, GAAP
Education
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor, Business
Cuesta College
DeAnza College
Foothill College
West Valley College
Associate's Degree, Business Administration and Management, General
CLEAResult June 2011 - Present
OAKLEAF Waste Management June 2003 - June 2009
American Medical Response October 1992 - May 2002
KPMG Peat Marwick August 1987 - October 1992
Skills
Management, Strategic Planning, Business Development, Strategy, Mergers & Acquisitions, Leadership, Finance, Process Improvement, Budgets, Program Management
Education
Bentley University 1983 — 1987
BS, Accountancy
Emerald Coast Property Management January 2004 - Present
Price Waterhouse Coopers July 1994 - June 2002
Franklin Templeton Group of Funds May 1991 - May 1994
KPMG Peat Marwick July 1987 - May 1991
Education
Case Western Reserve University - Weatherhead School of Management 1999 — 2002
Master of Business Administration (M.B.A.), International Mngt.; Finance, 3.8 G.P.A.
Binghamton University 1984 — 1987
Bachelor's Degree, Accounting, 3.5 G.P.A. overall; 4.0 G.P.A. Accounting
KPMG Peat Marwick July 2005 - February 2009
KPMG Peat Marwick July 2005 - February 2009
Education
Bergen Community College 2001 — 2003
BUSINESS
National Alopecia Areata Foundation April 2014 - Present
Down Syndrome Research and Treatment Foundation 2012 - 2013
DK Consulting January 2010 - February 2012
Hydrocephalus Association January 2000 - September 2009
Sustainable Business Strategies 1993 - 1997
KPMG Peat Marwick 1987 - 1992
New Jersey Division of International Trade 1984 - 1986
Skills
Business Development, Fundraising, Change Management, Strategic Planning, Non-profits, Organizational..., Writing, Nonprofits, Team Building, Public Speaking, Project Management, Community Outreach, Management, Leadership, Strategy, Program Management, Research, Policy
Education
California Institute of Integral Studies 1992 — 1994
MA, Organizational Transformation
Wellesley College 1979 — 1983
BA, Psychobiology & Chinese Studies
Blue Cross Blue Shield February 2003 - Present
Harvard Vanguard Medical Associates January 2000 - February 2003
Parametric Technology Corporation July 1999 - January 2000
IRI Software October 1995 - May 1999
KPMG Peat Marwick April 1994 - October 1995
Education
Lesley University 1995 — 1998
Masters of Science, Human Resources
Bentley University 1989 — 1993
Bachelor of Science, Management
Hockomock Area YMCA October 1993 - Present
KPMG Peat Marwick August 1989 - October 1993
Skills
Fundraising, Non-profits, Customer Service, Strategic Planning, Microsoft Excel, Nonprofits, Budgets, Leadership, Accounting, Team Building, Financial Analysis, Business Planning, Volunteer Management, Leadership Development, Staff Development
Education
Bryant College 1996 — 2001
Master of Business Administration (M.B.A.), Finance, General
Bryant College 1990 — 1995
Masters of Science in Taxation, Taxation
Bryant College 1986 — 1989
Bachelor of Science in Business Administration, Accounting
COC Properties, Inc. May 2013 - Present
Cary Oil Company, Inc. March 2005 - May 2013
Cary Oil Company, Inc. October 1994 - March 2005
KPMG Peat Marwick 1987 - 1994
Skills
Financial Reporting, Managerial Finance, Financial Analysis, Internal Controls, Financial Modeling, Accounting, Piano Playing, Corporate Finance, Finance, Auditing, Cash Management, Mergers & Acquisitions, Account Reconciliation, QuickBooks, Forecasting
Education
Bob Jones University 1983 — 1987
BS, Accounting
NSPAC September 2011 - Present
Rehbein & Associates, Inc January 1997 - January 2006
PwC January 1994 - January 1996
State Street Bank and Trust Company January 1991 - January 1992
KPMG Peat Marwick January 1988 - January 1991
Local and Regional Firms January 1982 - January 1987
Skills
Accounting, Financial Reporting, Tax, Excel, Microsoft Office, Compliance, General Ledger, Journal Entries, Quickbooks, Reconciliation, Bookkeeping, Tax Returns, Account Reconciliation, Accruals
Education
Bentley University 2010 — 2012
M.S. Financial Planning, Current Graduate Student
University of Denver, College of Law 1984 — 1986
Masters of Taxation, Taxation
University of Minnesota-Mankato 1977 — 1981
B.S, Accounting and Finance
EY October 2013 - Present
Ernst & Young January 2012 - October 2013
KPMG Peat Marwick December 2005 - December 2011
Skills
Income Tax, Tax, Accounting, CPA, Financial Accounting, Financial Services, Tax Accounting, Tax Returns, Corporate Tax, QuickBooks, Tax Preparation, Financial Analysis, Financial Reporting, Tax Research
Education
Bryant University 2003 — 2007
MBA
Quinnipiac University 1999 — 2003
BS, Accounting
GFI Group July 2013 - Present
ARTIO GLOBAL March 2010 - May 2013
Citi August 2007 - March 2009
KPMG Peat Marwick January 2001 - August 2007
Skills
Tax, CPA, Financial Reporting, Accounting, Tax Accounting, Corporate Tax, Tax Advisory, Tax Research, Financial Services, Income Tax, Partnership Taxation
Education
Binghamton University - School of Management 1998 — 2000
M.S., Accounting
Shanghai Jiao Tong University 1991 — 1995
B.S., International Business
Gilbert Medical Group: Backfit Health & Spine October 2014 - Present
Supplemental Health Care April 2014 - October 2014
Camelback Medical Group September 2013 - April 2014
Diabetic & Neuropathy Treatment Center March 2012 - October 2013
Scottsdale HealthCare - Osborn Campus January 2006 - March 2012
KPMG Peat Marwick January 1995 - January 1997
Skills
Critical Care, ACLS, ICU, TNCC, Health Education, Critical Thinking, Patient Education, Acute Care, Ambulatory Care, BLS, Budgets, Cerner, Clinical Research, Cpr Certified, Customer Service, Disease Management, EHR, EKG, EMR, Emergency Medicine, Emergency Nursing, Family Medicine, Healthcare, Hospitals, Human Resources, Management, Medical/Surgical, Nurse Practitioners, Nursing, Nursing Education, Office Management, Orthopedic, Patient Advocacy, Patient Safety, Medication..., Training, Wound Care, Emergency Room, Epic Systems, Healthcare Information..., Healthcare Management, Home Care, IV, Inpatient
Education
Grand Canyon University - Phoenix
Masters, Family Nurse Practitioner
Arizona State University
Bachelor of Science, Nursing
California Lutheran University
Bachelor of Science, Business Administration