KPMG Peat Marwick
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Customer service: 00 800 5555 5522 Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Number of employees: 207,050 (2018) Founded: 1987 Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
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KPMG Peat Marwick Employees
Employee
Years
Job
Industry
Ravi Desarazu Ravi Desarazu's KPMG Peat Marwick Experience June 1995 - June 1996
Job Senior Financial Analyst at HewlettPackard
Industry Oil & Energy
Experience
Hewlett-Packard October 2015 - Present
Pentair Valves & Controls July 2014 - October 2015
Buckeye Partners November 2011 - February 2014
Hewlett-Packard February 2005 - October 2011
Carrier Corporation September 2002 - January 2005
Compaq Computer Corporation February 1997 - August 2002
KPMG Peat Marwick June 1995 - June 1996
Skills
Financial Analysis, Financial Reporting, Finance, Forecasting, Management, Financial Modeling, Process Improvement, Business Process..., Sarbanes-Oxley Act, Cross-functional Team...
Education
Columbia University - Columbia Business School
MBA, Finance
Pepperdine University
BS, Business Administration
Hewlett-Packard October 2015 - Present
Pentair Valves & Controls July 2014 - October 2015
Buckeye Partners November 2011 - February 2014
Hewlett-Packard February 2005 - October 2011
Carrier Corporation September 2002 - January 2005
Compaq Computer Corporation February 1997 - August 2002
KPMG Peat Marwick June 1995 - June 1996
Skills
Financial Analysis, Financial Reporting, Finance, Forecasting, Management, Financial Modeling, Process Improvement, Business Process..., Sarbanes-Oxley Act, Cross-functional Team...
Education
Columbia University - Columbia Business School
MBA, Finance
Pepperdine University
BS, Business Administration
Sheldon Quan Sheldon Quan's KPMG Peat Marwick Experience 1992 - 1995
Job Corporate, Securities, M&A, Technology Transactions, Commercial, Regulatory, Compliance, SEC, Marketing Attorney
Industry Legal Services
Experience
The Clorox Company 2003 - 2015
Wilson Sonsini Goodrich & Rosati 1997 - 2003
KPMG Peat Marwick 1992 - 1995
Skills
Corporate Governance, Mergers, Corporate Law, Private Equity, Strategy, Securities, Sarbanes-Oxley Act, Licensing, Intellectual Property, Strategic Planning, Strategic Partnerships, Acquisition Integration, Ethics, FDA, General Insurance, Advertising, FCPA, CPSC, Joint Ventures, Mergers & Acquisitions, Competition Law, Commercial Litigation, Legal Writing, Legal Advice, Acquisitions, Patents, Software Licensing, Venture Capital, Arbitration, Corporate Development, Trade Secrets, Copyright Law, Restructuring, Litigation, Contract Negotiation, Start-ups, Trademarks, Securities Regulation, Litigation Management, Patent Litigation, Due Diligence, Legal Compliance, International Law, Privacy Law, Divestitures, Cross-functional Team..., Employment Law, Executive Management, Consumer Products
Education
Cornell Law School 1995 — 1998
JD, cum laude, Law
University of California, Los Angeles 1989 — 1993
BA, magna cum laude, Business Economics
The Clorox Company 2003 - 2015
Wilson Sonsini Goodrich & Rosati 1997 - 2003
KPMG Peat Marwick 1992 - 1995
Skills
Corporate Governance, Mergers, Corporate Law, Private Equity, Strategy, Securities, Sarbanes-Oxley Act, Licensing, Intellectual Property, Strategic Planning, Strategic Partnerships, Acquisition Integration, Ethics, FDA, General Insurance, Advertising, FCPA, CPSC, Joint Ventures, Mergers & Acquisitions, Competition Law, Commercial Litigation, Legal Writing, Legal Advice, Acquisitions, Patents, Software Licensing, Venture Capital, Arbitration, Corporate Development, Trade Secrets, Copyright Law, Restructuring, Litigation, Contract Negotiation, Start-ups, Trademarks, Securities Regulation, Litigation Management, Patent Litigation, Due Diligence, Legal Compliance, International Law, Privacy Law, Divestitures, Cross-functional Team..., Employment Law, Executive Management, Consumer Products
Education
Cornell Law School 1995 — 1998
JD, cum laude, Law
University of California, Los Angeles 1989 — 1993
BA, magna cum laude, Business Economics
Jay P. Bhatt Jay P. Bhatt's KPMG Peat Marwick Experience January 1980 - January 1990
Job President & Chief Executive Officer at MYMIC LLC
Industry Defense & Space
Experience
MYMIC January 2013 - Present
Jay P. Bhatt, Consulting December 2009 - Present
MYMIC LLC September 2010 - December 2012
EVERGREEN ENTERPRISES, INC 2009 - 2010
COASTAL TRAINING TECHNOLOGIES, INC January 1998 - January 2009
SPIRIT CRUISES, INC January 1995 - January 1998
CAMELLIA FOOD STORES, INC January 1990 - January 1995
KPMG Peat Marwick January 1980 - January 1990
Skills
Mergers, Strategic Planning, Accounting, Tax, Financial Analysis, Team Building, Budgeting, Financial Reporting, New Business Development, Forecasting, Risk Management, Financial Management, Restructuring, Business Strategy, Cash Management, Due Diligence, Start-ups, Business Planning, Business Process..., Performance Management, Acquisition Integration, Executive Management, P&L Management, Strategy Development, Budgets, Managerial Finance, Strategy, Analysis, Program Management, Business Development, Management, Mergers & Acquisitions, Finance, Proposal Writing, Internal Controls, Cash Flow, Human Resources, Integration
Education
De Montfort University 1976 — 1980
BA BS, Accounting
The Leicester Polytechnic 1976 — 1980
BA, Business Administration
Saint Andrews 1968 — 1972
High School/Secondary Certificate Programs
MYMIC January 2013 - Present
Jay P. Bhatt, Consulting December 2009 - Present
MYMIC LLC September 2010 - December 2012
EVERGREEN ENTERPRISES, INC 2009 - 2010
COASTAL TRAINING TECHNOLOGIES, INC January 1998 - January 2009
SPIRIT CRUISES, INC January 1995 - January 1998
CAMELLIA FOOD STORES, INC January 1990 - January 1995
KPMG Peat Marwick January 1980 - January 1990
Skills
Mergers, Strategic Planning, Accounting, Tax, Financial Analysis, Team Building, Budgeting, Financial Reporting, New Business Development, Forecasting, Risk Management, Financial Management, Restructuring, Business Strategy, Cash Management, Due Diligence, Start-ups, Business Planning, Business Process..., Performance Management, Acquisition Integration, Executive Management, P&L Management, Strategy Development, Budgets, Managerial Finance, Strategy, Analysis, Program Management, Business Development, Management, Mergers & Acquisitions, Finance, Proposal Writing, Internal Controls, Cash Flow, Human Resources, Integration
Education
De Montfort University 1976 — 1980
BA BS, Accounting
The Leicester Polytechnic 1976 — 1980
BA, Business Administration
Saint Andrews 1968 — 1972
High School/Secondary Certificate Programs
Frank Romeo Frank Romeo's KPMG Peat Marwick Experience September 1982 - June 1984
Job Human Resources Business Consultant
Industry Human Resources
Experience
Big Brothers Big Sisters of the North Bay June 2015 - Present
Romeo Consulting Services January 2007 - Present
Gilead Sciences January 2000 - August 2006
Pacific Gas and Electric Company 1984 - 2000
KPMG Peat Marwick September 1982 - June 1984
Skills
Change Management, Recruiting, Employee Relations, Quality Assurance, Human Resources, HRIS, Mentoring, Coaching, Training, HR Policies, Team Building, Management, Leadership, Succession Planning, Talent Acquisition, Organizational..., Organizational Design, Executive Coaching, Workforce Planning, Employee Benefits, Strategic Planning, Performance Management, Time Management, Employee Training, Training Delivery, Onboarding, Deferred Compensation, Process Improvement, Employee Engagement, Start-ups, Talent Management, Interviews, Applicant Tracking..., Benefits Administration, Organizational..., Leadership Development, Biotechnology, Personnel Management, Technical Recruiting, Employer Branding, Sourcing, Career Development, College Recruiting
Education
Cornell University
Certificate of Completion, College Relations and Recruiting
University of San Francisco
B.S., Business Administration
Big Brothers Big Sisters of the North Bay June 2015 - Present
Romeo Consulting Services January 2007 - Present
Gilead Sciences January 2000 - August 2006
Pacific Gas and Electric Company 1984 - 2000
KPMG Peat Marwick September 1982 - June 1984
Skills
Change Management, Recruiting, Employee Relations, Quality Assurance, Human Resources, HRIS, Mentoring, Coaching, Training, HR Policies, Team Building, Management, Leadership, Succession Planning, Talent Acquisition, Organizational..., Organizational Design, Executive Coaching, Workforce Planning, Employee Benefits, Strategic Planning, Performance Management, Time Management, Employee Training, Training Delivery, Onboarding, Deferred Compensation, Process Improvement, Employee Engagement, Start-ups, Talent Management, Interviews, Applicant Tracking..., Benefits Administration, Organizational..., Leadership Development, Biotechnology, Personnel Management, Technical Recruiting, Employer Branding, Sourcing, Career Development, College Recruiting
Education
Cornell University
Certificate of Completion, College Relations and Recruiting
University of San Francisco
B.S., Business Administration
Kristi Sands Van Sickle Kristi Sands Van Sickle's KPMG Peat Marwick Experience January 1997 - December 1997
Job
Industry Health, Wellness and Fitness
Experience
Kristi Van Sickle, PsyD, LLC June 2015 - Present
Brevard Health Alliance, Inc. May 2012 - Present
Florida Institute of Technology October 2007 - Present
Brevard Healthcare Forum October 2007 - November 2014
James A. Haley VA Hospital August 2006 - August 2007
KPMG Peat Marwick January 1997 - December 1997
Tupperware August 1995 - October 1996
Quaker Oats June 1993 - July 1995
Premark International 1993 - 1995
Ernst & Young 1990 - 1993
Skills
Community Health, Psychology, Psychological Assessment, Psychotherapy, Family Therapy, Mental Health, CBT, Public Speaking, Clinical Research, Training, Leadership Development, Child Development, Behavioral Health, Psychological Testing, Adolescents, Stress Management, Clinical Psychology, Program Development, Case Managment, Interventions, Crisis Intervention, Health Psychology, Counseling Psychology, Clinical Supervision, Grant Writing, Social Services, Program Evaluation, Forensic Psychology, Treatment, Community Outreach, Group Therapy, Non-profits, Staff Development, Healthcare Management, Motivational..., Neuropsychological..., Teaching, Mental Health Counseling, Life Transitions, Case Management, Health Education, Therapists, Nonprofits
Education
Florida Institute of Technology 1999 — 2006
Psy.D.
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
M.S.
Indiana University Bloomington 1986 — 1990
B.S.
Sylvania Southview High School 1982 — 1986
Kristi Van Sickle, PsyD, LLC June 2015 - Present
Brevard Health Alliance, Inc. May 2012 - Present
Florida Institute of Technology October 2007 - Present
Brevard Healthcare Forum October 2007 - November 2014
James A. Haley VA Hospital August 2006 - August 2007
KPMG Peat Marwick January 1997 - December 1997
Tupperware August 1995 - October 1996
Quaker Oats June 1993 - July 1995
Premark International 1993 - 1995
Ernst & Young 1990 - 1993
Skills
Community Health, Psychology, Psychological Assessment, Psychotherapy, Family Therapy, Mental Health, CBT, Public Speaking, Clinical Research, Training, Leadership Development, Child Development, Behavioral Health, Psychological Testing, Adolescents, Stress Management, Clinical Psychology, Program Development, Case Managment, Interventions, Crisis Intervention, Health Psychology, Counseling Psychology, Clinical Supervision, Grant Writing, Social Services, Program Evaluation, Forensic Psychology, Treatment, Community Outreach, Group Therapy, Non-profits, Staff Development, Healthcare Management, Motivational..., Neuropsychological..., Teaching, Mental Health Counseling, Life Transitions, Case Management, Health Education, Therapists, Nonprofits
Education
Florida Institute of Technology 1999 — 2006
Psy.D.
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
M.S.
Indiana University Bloomington 1986 — 1990
B.S.
Sylvania Southview High School 1982 — 1986
Bill Meagher Bill Meagher's KPMG Peat Marwick Experience 1990 - 1993
Job CFO at Paint Nite
Industry Entertainment
Experience
Paint Nite April 2015 - Present
Millennium Partners Sports Club Management December 2005 - January 2015
iParty 2004 - 2005
All Seasons Services 2002 - 2004
Cignal Global Communications 1998 - 2001
Ernst & Young 1996 - 1998
Gallagher, Flynn & Company, LLP 1993 - 1996
KPMG Peat Marwick 1990 - 1993
Skills
Financial Analysis, Accounting, Budgets, Strategic Planning, Payroll, Mergers, Microsoft Excel, Great Plains Software, Start-ups, Change Management, Financial Modeling, Customer Service, Strategic Financial..., Process Improvement, Team Leadership, Entrepreneurship, Negotiation, Business Planning, Inventory Management, Revenue Recognition, Due Diligence, Leadership, Management, Managerial Finance, Mergers, Analysis, Financial Reporting, Forecasting
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Master of Accounting (1993)
Middlebury College 1984 — 1988
Bachelor of Arts (B.A.), Economics
St. Sebastian's CDC 1978 — 1984
High School, 7-12 Grades
Paint Nite April 2015 - Present
Millennium Partners Sports Club Management December 2005 - January 2015
iParty 2004 - 2005
All Seasons Services 2002 - 2004
Cignal Global Communications 1998 - 2001
Ernst & Young 1996 - 1998
Gallagher, Flynn & Company, LLP 1993 - 1996
KPMG Peat Marwick 1990 - 1993
Skills
Financial Analysis, Accounting, Budgets, Strategic Planning, Payroll, Mergers, Microsoft Excel, Great Plains Software, Start-ups, Change Management, Financial Modeling, Customer Service, Strategic Financial..., Process Improvement, Team Leadership, Entrepreneurship, Negotiation, Business Planning, Inventory Management, Revenue Recognition, Due Diligence, Leadership, Management, Managerial Finance, Mergers, Analysis, Financial Reporting, Forecasting
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Master of Accounting (1993)
Middlebury College 1984 — 1988
Bachelor of Arts (B.A.), Economics
St. Sebastian's CDC 1978 — 1984
High School, 7-12 Grades
Fran Leibsker Fran Leibsker's KPMG Peat Marwick Experience February 2012 - Present
Job Sr. Manager at KPMG Peat Marwick
Industry Accounting
Experience
KPMG Peat Marwick February 2012 - Present
KPMG 2001 - January 2012
Education
New York University School of Law 2000 — 2001
LL.M., Taxation
DePaul University College of Law 1997 — 2000
Doctor of Law (J.D.)
The University of Kansas 1991 — 1996
BS, Education
Pembroke Hill
KPMG Peat Marwick February 2012 - Present
KPMG 2001 - January 2012
Education
New York University School of Law 2000 — 2001
LL.M., Taxation
DePaul University College of Law 1997 — 2000
Doctor of Law (J.D.)
The University of Kansas 1991 — 1996
BS, Education
Pembroke Hill
Michael Slades Sladek Michael Slades Sladek's KPMG Peat Marwick Experience July 1989 - January 1992
Job National Sales Director at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha March 2015 - Present
Mutual of Omaha August 2014 - February 2015
Ebix June 2009 - August 2014
American General Life Companies January 2008 - June 2009
Integrated Insurance Technologies (IIT) February 2005 - January 2008
Chase, BankOne, Zurich Life August 2001 - February 2005
ZeBU June 2000 - August 2001
Allstate Insurance December 1993 - June 2000
ITW January 1992 - December 1993
KPMG Peat Marwick July 1989 - January 1992
Skills
Universal Life, Insurance, Fixed Annuities, Life Insurance, Financial Services, Strategic Planning, New Business Development, Sales, Process Improvement, CRM, Sales Management, Account Management, Retirement Planning, Product Management, Strategic Financial..., Team Building, Technological Innovation, Change Management, Employee Benefits, SaaS, Team Leadership, Enterprise Software, Management, Start-ups, Marketing Strategy, Marketing, Integration, Leadership, Vendor Management, Strategy, Executive Management, Salesforce.com, Business Development, Strategic Partnerships, Business Intelligence, Lead Generation, Cross-functional Team..., Solution Selling, Business Strategy, Financial Planning, Term Life Insurance
Education
DePaul University 1990 — 1994
MST, Taxation
Northeastern Illinois University 1982 — 1989
BS, Accounting Double Major Economics
Mutual of Omaha March 2015 - Present
Mutual of Omaha August 2014 - February 2015
Ebix June 2009 - August 2014
American General Life Companies January 2008 - June 2009
Integrated Insurance Technologies (IIT) February 2005 - January 2008
Chase, BankOne, Zurich Life August 2001 - February 2005
ZeBU June 2000 - August 2001
Allstate Insurance December 1993 - June 2000
ITW January 1992 - December 1993
KPMG Peat Marwick July 1989 - January 1992
Skills
Universal Life, Insurance, Fixed Annuities, Life Insurance, Financial Services, Strategic Planning, New Business Development, Sales, Process Improvement, CRM, Sales Management, Account Management, Retirement Planning, Product Management, Strategic Financial..., Team Building, Technological Innovation, Change Management, Employee Benefits, SaaS, Team Leadership, Enterprise Software, Management, Start-ups, Marketing Strategy, Marketing, Integration, Leadership, Vendor Management, Strategy, Executive Management, Salesforce.com, Business Development, Strategic Partnerships, Business Intelligence, Lead Generation, Cross-functional Team..., Solution Selling, Business Strategy, Financial Planning, Term Life Insurance
Education
DePaul University 1990 — 1994
MST, Taxation
Northeastern Illinois University 1982 — 1989
BS, Accounting Double Major Economics
Aaron Maass Aaron Maass's KPMG Peat Marwick Experience 1996 - 1998
Job Managing Director at MaassMedia, LLC
Industry Internet
Experience
MaassMedia, LLC January 2009 - Present
Web Analytics Association September 2010 - April 2013
Comcast January 2008 - January 2009
DuPont July 2005 - 2008
Maassmedia 2001 - 2005
EF Education 2000 - 2001
Bondsmith January 1998 - January 2000
KPMG Peat Marwick 1996 - 1998
Skills
Adobe Site Catalyst, Omniture, Google Analytics, Web Analytics, Coremetrics, WebTrends, Unica, Data Analysis, Online Marketing, Internet Strategy, E-commerce Consulting, E-business, Social Media, Marketing Analytics, Analytics, Social Analytics, Search Analytics, Online Metrics, Online Advertising, Funnel Optimization, Channel Optimization, Web Marketing Strategy, Ensighten, Big Data, Salesforce.com, Tableau, SPSS
Education
Cornell University 1992 — 1995
BA
Oberlin College 1991 — 1992
MaassMedia, LLC January 2009 - Present
Web Analytics Association September 2010 - April 2013
Comcast January 2008 - January 2009
DuPont July 2005 - 2008
Maassmedia 2001 - 2005
EF Education 2000 - 2001
Bondsmith January 1998 - January 2000
KPMG Peat Marwick 1996 - 1998
Skills
Adobe Site Catalyst, Omniture, Google Analytics, Web Analytics, Coremetrics, WebTrends, Unica, Data Analysis, Online Marketing, Internet Strategy, E-commerce Consulting, E-business, Social Media, Marketing Analytics, Analytics, Social Analytics, Search Analytics, Online Metrics, Online Advertising, Funnel Optimization, Channel Optimization, Web Marketing Strategy, Ensighten, Big Data, Salesforce.com, Tableau, SPSS
Education
Cornell University 1992 — 1995
BA
Oberlin College 1991 — 1992
Irv Becker Irv Becker's KPMG Peat Marwick Experience August 1984 - January 1991
Job National Practice Leader Executive Compensation at Hay Group
Industry Human Resources
Experience
Hay Group May 2005 - Present
KPMG December 2001 - April 2005
Walker Digital March 2000 - October 2001
Goldman Sachs September 1999 - March 2000
First USA / Bank One July 1996 - September 1999
The Home Depot March 1994 - June 1996
Young & Rubicam January 1991 - January 1994
KPMG Peat Marwick August 1984 - January 1991
Skills
Executive Compensation..., Executive Compensation..., Performance Management..., Executive Pay, Performance Management, Executive Management, Management Consulting, Mergers & Acquisitions, Change Management, Organizational Design, Strategy, Business Strategy, Incentive Programs, Deferred Compensation, Financial Analysis, Job Evaluation, Talent Management, Restructuring
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
University of Massachusetts, Amherst 1980 — 1984
BBA, Accounting
Hay Group May 2005 - Present
KPMG December 2001 - April 2005
Walker Digital March 2000 - October 2001
Goldman Sachs September 1999 - March 2000
First USA / Bank One July 1996 - September 1999
The Home Depot March 1994 - June 1996
Young & Rubicam January 1991 - January 1994
KPMG Peat Marwick August 1984 - January 1991
Skills
Executive Compensation..., Executive Compensation..., Performance Management..., Executive Pay, Performance Management, Executive Management, Management Consulting, Mergers & Acquisitions, Change Management, Organizational Design, Strategy, Business Strategy, Incentive Programs, Deferred Compensation, Financial Analysis, Job Evaluation, Talent Management, Restructuring
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
University of Massachusetts, Amherst 1980 — 1984
BBA, Accounting
Mike Riccetti Mike Riccetti's KPMG Peat Marwick Experience May 1995 - October 1998
Job Intelligence Editor at AIG
Industry Marketing and Advertising
Experience
AIG 2013 - Present
Tempus Fugit Press February 2008 - Present
Turner & Townsend January 2007 - February 2008
Tempus Fugit Press August 2003 - December 2006
BMC Software July 1999 - August 2003
KPMG Peat Marwick May 1995 - October 1998
Skills
Marketing, Editing, Management Consulting, Publishing, Wine, Restaurants, Magazines, Project Management, Business Development, Food, Public Relations, Newspapers, Entertainment, Product Marketing, Sales, Copywriting
Education
Cornell University - S.C. Johnson Graduate School of Management 1991 — 1993
MBA, Business
The University of Texas at Austin 1984 — 1988
BS, Electrical Engineering
Strake Jesuit College Preparatory 1980 — 1984
AIG 2013 - Present
Tempus Fugit Press February 2008 - Present
Turner & Townsend January 2007 - February 2008
Tempus Fugit Press August 2003 - December 2006
BMC Software July 1999 - August 2003
KPMG Peat Marwick May 1995 - October 1998
Skills
Marketing, Editing, Management Consulting, Publishing, Wine, Restaurants, Magazines, Project Management, Business Development, Food, Public Relations, Newspapers, Entertainment, Product Marketing, Sales, Copywriting
Education
Cornell University - S.C. Johnson Graduate School of Management 1991 — 1993
MBA, Business
The University of Texas at Austin 1984 — 1988
BS, Electrical Engineering
Strake Jesuit College Preparatory 1980 — 1984
Karen Burns Karen Burns's KPMG Peat Marwick Experience 1987 - 1990
Job Partner and Manufacturing Specialist at Sensiba San Filippo
Industry Accounting
Experience
East Bay Manufacturing Group January 2011 - Present
Sensiba San Filippo LLP July 2007 - Present
Niles Rotary of Fremont August 2009 - March 2013
PricewaterhouseCoopers February 2004 - May 2007
Shilling & Kenyon January 1990 - December 2003
KPMG Peat Marwick 1987 - 1990
Armstrong Bastow & Potter 1985 - 1987
Skills
Accounting, Auditing, Manufacturing, Financial Reporting, Internal Controls, GAAP, Due Diligence, Financial Analysis, Mergers, Revenue Recognition, CPA, US GAAP, M&A experience, Mergers & Acquisitions, Finance, Forecasting, Assurance, Cash Flow, Start-ups, Financial Accounting, Financial Modeling
Education
San Jose State University 1986 — 1988
BS, Accounting
De Anza College 1983 — 1986
AA, General Ed, Business
Gunderson High School 1980 — 1983
East Bay Manufacturing Group January 2011 - Present
Sensiba San Filippo LLP July 2007 - Present
Niles Rotary of Fremont August 2009 - March 2013
PricewaterhouseCoopers February 2004 - May 2007
Shilling & Kenyon January 1990 - December 2003
KPMG Peat Marwick 1987 - 1990
Armstrong Bastow & Potter 1985 - 1987
Skills
Accounting, Auditing, Manufacturing, Financial Reporting, Internal Controls, GAAP, Due Diligence, Financial Analysis, Mergers, Revenue Recognition, CPA, US GAAP, M&A experience, Mergers & Acquisitions, Finance, Forecasting, Assurance, Cash Flow, Start-ups, Financial Accounting, Financial Modeling
Education
San Jose State University 1986 — 1988
BS, Accounting
De Anza College 1983 — 1986
AA, General Ed, Business
Gunderson High School 1980 — 1983
Ike Ikokwu, CFP, CPA Ike Ikokwu, CFP, CPA's KPMG Peat Marwick Experience January 1998 - January 2000
Job Author, Speaker, Financial Independence Coach at Winning the Money Game
Industry Financial Services
Experience
Winning The Money Game January 2003 - Present
Tax Law Advisors December 2005 - April 2008
International Tax Advisors January 2002 - November 2005
AXA Advisors January 2000 - January 2002
KPMG Peat Marwick January 1998 - January 2000
Habif, Arogeti & Wynne,LLP August 1996 - January 1998
Skills
Financial Planners, Estate Planning, Finance, Financial Advisory, Small Business, Insurance, Tax, Financial Services, Accounting, Wealth, Employee Benefits, Strategy, High Net Worth..., IRAs
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Master of Science, Personal Financial Planning
Columbus State University 1993 — 1996
Bachelor, Accounting
University of Georgia - Terry College of Business 1992 — 1993
Bachelor, Accounting
Winning The Money Game January 2003 - Present
Tax Law Advisors December 2005 - April 2008
International Tax Advisors January 2002 - November 2005
AXA Advisors January 2000 - January 2002
KPMG Peat Marwick January 1998 - January 2000
Habif, Arogeti & Wynne,LLP August 1996 - January 1998
Skills
Financial Planners, Estate Planning, Finance, Financial Advisory, Small Business, Insurance, Tax, Financial Services, Accounting, Wealth, Employee Benefits, Strategy, High Net Worth..., IRAs
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Master of Science, Personal Financial Planning
Columbus State University 1993 — 1996
Bachelor, Accounting
University of Georgia - Terry College of Business 1992 — 1993
Bachelor, Accounting
Don Munford Don Munford's KPMG Peat Marwick Experience 1979 - 1981
Job Tax and Estate Planning Partner at Smith Anderson
Industry Law Practice
Experience
Smith Anderson January 1986 - Present
North Carolina General Assembly January 2003 - December 2004
KPMG Peat Marwick 1979 - 1981
Education
UNC School of Law 1976 — 1979
JD
Davidson College 1972 — 1976
AB, Economics
Smith Anderson January 1986 - Present
North Carolina General Assembly January 2003 - December 2004
KPMG Peat Marwick 1979 - 1981
Education
UNC School of Law 1976 — 1979
JD
Davidson College 1972 — 1976
AB, Economics
Rick Coplin Rick Coplin's KPMG Peat Marwick Experience September 1992 - June 1996
Job Vice President, Community Partner Ventures at Rev1 Ventures
Industry Venture Capital & Private Equity
Experience
Rev1 Ventures July 2013 - Present
City of Dublin, Ohio - Economic Development Department February 2008 - Present
The Ohio State University January 2008 - Present
Rev1 Ventures February 2008 - July 2013
Armada Group, Inc. September 2001 - April 2007
Banc One Investment Management Group November 1998 - April 2001
Ernst & Young Consulting June 1996 - November 1998
KPMG Peat Marwick September 1992 - June 1996
Skills
Start-ups, Entrepreneurship, Venture Capital, Strategic Planning, Leadership Development, Business Coaching, Team Leadership, Strategic Leadership, Public Speaking, Published Author, Business Development, Leadership, Coaching, Management, Strategy, Business Strategy, New Business Development, Program Management, Business Intelligence, Process Improvement, Process Optimization, Organizational...
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Operations, Finance
The Washington Campus 1990 — 1990
N/A
Denison University 1981 — 1985
Bachelor of Arts, Economics
Rev1 Ventures July 2013 - Present
City of Dublin, Ohio - Economic Development Department February 2008 - Present
The Ohio State University January 2008 - Present
Rev1 Ventures February 2008 - July 2013
Armada Group, Inc. September 2001 - April 2007
Banc One Investment Management Group November 1998 - April 2001
Ernst & Young Consulting June 1996 - November 1998
KPMG Peat Marwick September 1992 - June 1996
Skills
Start-ups, Entrepreneurship, Venture Capital, Strategic Planning, Leadership Development, Business Coaching, Team Leadership, Strategic Leadership, Public Speaking, Published Author, Business Development, Leadership, Coaching, Management, Strategy, Business Strategy, New Business Development, Program Management, Business Intelligence, Process Improvement, Process Optimization, Organizational...
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Operations, Finance
The Washington Campus 1990 — 1990
N/A
Denison University 1981 — 1985
Bachelor of Arts, Economics
Chris Ramsden Chris Ramsden's KPMG Peat Marwick Experience 1991 - 1997
Job CEO at Millstone Medical Outsourcing
Industry Medical Devices
Experience
Millstone Medical Outsourcing 2004 - Present
Oracle Corporation 1997 - 2004
KPMG Peat Marwick 1991 - 1997
US Navy 1984 - 1989
Education
Kellogg Graduate School of Management 1989 — 1991
MBA, Finance
Dartmouth College 1981 — 1984
BA, Economics
Providence Country Day School 1978 — 1980
Millstone Medical Outsourcing 2004 - Present
Oracle Corporation 1997 - 2004
KPMG Peat Marwick 1991 - 1997
US Navy 1984 - 1989
Education
Kellogg Graduate School of Management 1989 — 1991
MBA, Finance
Dartmouth College 1981 — 1984
BA, Economics
Providence Country Day School 1978 — 1980
Al Sutherland Al Sutherland's KPMG Peat Marwick Experience July 1979 - June 1986
Job
Industry Management Consulting
Experience
Indpendent Consultant May 2012 - Present
Mahoney Environmental September 2008 - May 2012
ServiceMaster Company October 2002 - August 2008
Aramark November 2001 - October 2002
ServiceMaster Management Services June 1994 - October 2001
Terminix February 1993 - June 1994
ServiceMaster July 1988 - February 1993
Nuvatec, Inc. July 1986 - July 1988
KPMG Peat Marwick July 1979 - June 1986
Skills
Executive Management, Management, Financial Reporting, Leadership, Forecasting, Information Technology, Finance, Managerial Finance, Budgets, Financial Analysis, Risk Management, Strategic Planning, Process Improvement, Auditing, Business Strategy, Financial Modeling, SEC filings, Cash Flow, Acquisition Integration, Internal Controls, Multi-Unit Operations..., Project Management, Mergers & Acquisitions, Treasury Management, Operations Management, Business Intelligence..., Strategic Communications, Change Management, High Growth Companies, Shared Services, Advisory Boards, Loss Prevention, Private Equity, Professional Services, Manufacturing, Family Owned Businesses, Public Sector, Consumer Services, B2B Services, Recycling, Environmental Services, Alternative Energy, Middle Market, ERP Implementations, Cross-functional Team..., International Business, Operational Reporting, Master Franchising, Scorecard Management, Economic Value Added
Education
DePaul University 2001 — 2004
MA, Applied Technology
Michigan State University 1975 — 1979
BBA, Accounting
Indpendent Consultant May 2012 - Present
Mahoney Environmental September 2008 - May 2012
ServiceMaster Company October 2002 - August 2008
Aramark November 2001 - October 2002
ServiceMaster Management Services June 1994 - October 2001
Terminix February 1993 - June 1994
ServiceMaster July 1988 - February 1993
Nuvatec, Inc. July 1986 - July 1988
KPMG Peat Marwick July 1979 - June 1986
Skills
Executive Management, Management, Financial Reporting, Leadership, Forecasting, Information Technology, Finance, Managerial Finance, Budgets, Financial Analysis, Risk Management, Strategic Planning, Process Improvement, Auditing, Business Strategy, Financial Modeling, SEC filings, Cash Flow, Acquisition Integration, Internal Controls, Multi-Unit Operations..., Project Management, Mergers & Acquisitions, Treasury Management, Operations Management, Business Intelligence..., Strategic Communications, Change Management, High Growth Companies, Shared Services, Advisory Boards, Loss Prevention, Private Equity, Professional Services, Manufacturing, Family Owned Businesses, Public Sector, Consumer Services, B2B Services, Recycling, Environmental Services, Alternative Energy, Middle Market, ERP Implementations, Cross-functional Team..., International Business, Operational Reporting, Master Franchising, Scorecard Management, Economic Value Added
Education
DePaul University 2001 — 2004
MA, Applied Technology
Michigan State University 1975 — 1979
BBA, Accounting
Jeremy Cowan Jeremy Cowan's KPMG Peat Marwick Experience February 1995 - March 1997
Job Solutions Architect at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services March 2015 - Present
VMware June 2013 - March 2015
Microsoft June 2012 - June 2013
Microsoft November 2010 - June 2012
Microsoft March 2004 - December 2010
Microsoft Corporation July 2008 - June 2009
Microsoft Corporation March 2003 - February 2004
Microsoft Corporation March 2000 - February 2003
IBM Global Services October 1996 - March 2000
KPMG Peat Marwick February 1995 - March 1997
Skills
Cloud Computing, Pre-sales, IaaS, DevOps, PaaS, Solution Architecture, Virtualization, Enterprise Software, Solution Selling, Office 365, SaaS, Windows Azure, vCloud Air, Microsoft Technologies, Linux, VMware, Partner Management, Data Center, Sales Process, IT Strategy, Competitive Analysis, Enterprise Collaboration, Unified Communications, Python, Docker, Professional Services, Business Development, Google Apps, VMware Infrastructure, Cross-functional Team..., CRM, Microsoft Exchange, CloudFlare, Chef, Enterprise Architecture
Education
University of Wisconsin-Madison 1989 — 1993
BA, Philosophy
DePaul University 2002 — 2003
Computer Science
New York Institute of Finance 1993 — 1994
Finance
Amazon Web Services March 2015 - Present
VMware June 2013 - March 2015
Microsoft June 2012 - June 2013
Microsoft November 2010 - June 2012
Microsoft March 2004 - December 2010
Microsoft Corporation July 2008 - June 2009
Microsoft Corporation March 2003 - February 2004
Microsoft Corporation March 2000 - February 2003
IBM Global Services October 1996 - March 2000
KPMG Peat Marwick February 1995 - March 1997
Skills
Cloud Computing, Pre-sales, IaaS, DevOps, PaaS, Solution Architecture, Virtualization, Enterprise Software, Solution Selling, Office 365, SaaS, Windows Azure, vCloud Air, Microsoft Technologies, Linux, VMware, Partner Management, Data Center, Sales Process, IT Strategy, Competitive Analysis, Enterprise Collaboration, Unified Communications, Python, Docker, Professional Services, Business Development, Google Apps, VMware Infrastructure, Cross-functional Team..., CRM, Microsoft Exchange, CloudFlare, Chef, Enterprise Architecture
Education
University of Wisconsin-Madison 1989 — 1993
BA, Philosophy
DePaul University 2002 — 2003
Computer Science
New York Institute of Finance 1993 — 1994
Finance
Karen Gargan Karen Gargan's KPMG Peat Marwick Experience June 1987 - May 1992
Job Director of Finance at Douglas County Libraries
Industry Consumer Goods
Experience
Performance Food Group August 2008 - October 2010
Vistar Corporation December 2007 - August 2008
Vistar Corporation October 2006 - December 2007
Johns Manville, a Berkshire Hathaway Company June 1992 - October 2006
KPMG Peat Marwick June 1987 - May 1992
KPMG Peat Marwick 1987 - 1992
Skills
Forecasting, Mergers, Strategic Planning, Process Improvement, Budgets, Management, Leadership, Mergers & Acquisitions, Finance, Project Management, Competitive Analysis, Analysis, Accounting
Education
Colorado State University 1983 — 1987
Bachelor of Science, Business Administration
Performance Food Group August 2008 - October 2010
Vistar Corporation December 2007 - August 2008
Vistar Corporation October 2006 - December 2007
Johns Manville, a Berkshire Hathaway Company June 1992 - October 2006
KPMG Peat Marwick June 1987 - May 1992
KPMG Peat Marwick 1987 - 1992
Skills
Forecasting, Mergers, Strategic Planning, Process Improvement, Budgets, Management, Leadership, Mergers & Acquisitions, Finance, Project Management, Competitive Analysis, Analysis, Accounting
Education
Colorado State University 1983 — 1987
Bachelor of Science, Business Administration
Louise Sidky Louise Sidky's KPMG Peat Marwick Experience 1981 - 1989
Job Partner at Sidky Myron & Associates
Industry Human Resources
Experience
Sidky Myron & Associates November 2007 - Present
Ray & Berndtson (now Odgers Berndtson) 2000 - 2007
Louise Sidky & Associates 1991 - 2000
Guy Djandji & Associates (now Knightsbridge) 1989 - 1991
KPMG Peat Marwick 1981 - 1989
Skills
Search, Talent Acquisition, Leadership, Executive Search, Talent Management, Personnel Management, Consulting, Recruiting, Executive Coaching, Interviews, Succession Planning, Organizational..., Organizational Design, Management Consulting, Strategy, Nonprofits, Management
Education
Universite de Montreal
Bachelor of Social Sciences (Industrial Relations)
McGill University
MBA program
Concordia University
Bachelor of Arts (Psychology)
Sidky Myron & Associates November 2007 - Present
Ray & Berndtson (now Odgers Berndtson) 2000 - 2007
Louise Sidky & Associates 1991 - 2000
Guy Djandji & Associates (now Knightsbridge) 1989 - 1991
KPMG Peat Marwick 1981 - 1989
Skills
Search, Talent Acquisition, Leadership, Executive Search, Talent Management, Personnel Management, Consulting, Recruiting, Executive Coaching, Interviews, Succession Planning, Organizational..., Organizational Design, Management Consulting, Strategy, Nonprofits, Management
Education
Universite de Montreal
Bachelor of Social Sciences (Industrial Relations)
McGill University
MBA program
Concordia University
Bachelor of Arts (Psychology)
David DeRamus David DeRamus's KPMG Peat Marwick Experience 1993 - 1998
Job Partner at Bates White Economic Consulting
Industry Legal Services
Experience
Bates White Economic Consulting 1999 - Present
A.T. Kearney 1998 - 1999
KPMG Peat Marwick 1993 - 1998
Skills
Mergers, Competition Law, Financial Modeling, Mergers & Acquisitions, Commercial Litigation, Economics, Litigation, Valuation, Due Diligence, Financial Analysis, Statistics, Intellectual Property, Corporate Finance, Policy Analysis, Mergers & Acquistions, Transfer Pricing, Antitrust Economics, Damages Analysis, Economic Analysis, International..., Energy Economics, Electricity Markets, Analysis, Dispute Resolution
Education
Duke University 1980 — 1984
B.A., Political Science
University of Massachusetts, Amherst
Ph.D., Economics
Bates White Economic Consulting 1999 - Present
A.T. Kearney 1998 - 1999
KPMG Peat Marwick 1993 - 1998
Skills
Mergers, Competition Law, Financial Modeling, Mergers & Acquisitions, Commercial Litigation, Economics, Litigation, Valuation, Due Diligence, Financial Analysis, Statistics, Intellectual Property, Corporate Finance, Policy Analysis, Mergers & Acquistions, Transfer Pricing, Antitrust Economics, Damages Analysis, Economic Analysis, International..., Energy Economics, Electricity Markets, Analysis, Dispute Resolution
Education
Duke University 1980 — 1984
B.A., Political Science
University of Massachusetts, Amherst
Ph.D., Economics
James Pinkett B.Sc., PMP James Pinkett B.Sc., PMP's KPMG Peat Marwick Experience 1991 - 1994
Job Information Services Manager
Industry Information Technology and Services
Experience
Rocky View County 2010 - Present
City of Calgary 2003 - 2010
CCSC 1996 - 2002
Pinkett Consulting 1994 - 1996
KPMG Peat Marwick 1991 - 1994
Skills
Project Portfolio..., Business Analysis, Project Management, Governance, Project Planning, SharePoint, Business Process, Change Management, MS Project, IT Strategy, Enterprise Architecture, ITIL, Business Process..., Business Intelligence, IT Management, Business Process Design, IT Service Management, PMO, Project Delivery, Databases, PMP, Team Leadership, Requirements Analysis, Requirements Gathering, Visio, Systems Analysis, Software Project..., Software Documentation, Integration, SDLC, Data Center, ERP, Vendor Management, Management, Stakeholder Management, Process Improvement, Agile Methodologies, Agile Project Management, Business Requirements, IT Operations, Disaster Recovery, Service Delivery, Business Process..., Data Warehousing, Software Development, Analysis, System Administration, Solution Architecture, Program Management, Cloud Computing
Education
Devry Institute of Technology 1986 — 2009
B.SC, Computer Information Systems
Conestoga College 1979 — 1983
Business Admin, marketing
Rocky View County 2010 - Present
City of Calgary 2003 - 2010
CCSC 1996 - 2002
Pinkett Consulting 1994 - 1996
KPMG Peat Marwick 1991 - 1994
Skills
Project Portfolio..., Business Analysis, Project Management, Governance, Project Planning, SharePoint, Business Process, Change Management, MS Project, IT Strategy, Enterprise Architecture, ITIL, Business Process..., Business Intelligence, IT Management, Business Process Design, IT Service Management, PMO, Project Delivery, Databases, PMP, Team Leadership, Requirements Analysis, Requirements Gathering, Visio, Systems Analysis, Software Project..., Software Documentation, Integration, SDLC, Data Center, ERP, Vendor Management, Management, Stakeholder Management, Process Improvement, Agile Methodologies, Agile Project Management, Business Requirements, IT Operations, Disaster Recovery, Service Delivery, Business Process..., Data Warehousing, Software Development, Analysis, System Administration, Solution Architecture, Program Management, Cloud Computing
Education
Devry Institute of Technology 1986 — 2009
B.SC, Computer Information Systems
Conestoga College 1979 — 1983
Business Admin, marketing
Alicia Love Alicia Love's KPMG Peat Marwick Experience January 1997 - September 1998
Job Consultant at Bernard Nickels & Associates
Industry Human Resources
Experience
Bernard Nickels & Associates April 2015 - June 2015
Charles Schwab & Co., Inc. April 2011 - November 2013
Alcoa February 2005 - June 2010
Alcoa February 2003 - February 2005
People Strategies, LLC March 2000 - December 2002
Luxcore Networks, LLC January 2000 - March 2000
KPMG Peat Marwick January 1997 - September 1998
AOL June 1995 - December 1996
Astra Merck Inc. (former subsidiary of Merck) May 1993 - June 1995
Astra Merck Inc. (former subsidiary of Merck) March 1992 - May 1993
Skills
Talent Management, Human Resources, Performance Management, Employee Relations, HRIS
Education
Cornell University 1989 — 1991
Master's Degree, Human Resources Management and Services
Georgia Institute of Technology - Georgia Tech College of Management 1984 — 1989
Bachelor's Degree, Industrial Management
Bernard Nickels & Associates April 2015 - June 2015
Charles Schwab & Co., Inc. April 2011 - November 2013
Alcoa February 2005 - June 2010
Alcoa February 2003 - February 2005
People Strategies, LLC March 2000 - December 2002
Luxcore Networks, LLC January 2000 - March 2000
KPMG Peat Marwick January 1997 - September 1998
AOL June 1995 - December 1996
Astra Merck Inc. (former subsidiary of Merck) May 1993 - June 1995
Astra Merck Inc. (former subsidiary of Merck) March 1992 - May 1993
Skills
Talent Management, Human Resources, Performance Management, Employee Relations, HRIS
Education
Cornell University 1989 — 1991
Master's Degree, Human Resources Management and Services
Georgia Institute of Technology - Georgia Tech College of Management 1984 — 1989
Bachelor's Degree, Industrial Management
Nancy Fray Nancy Fray's KPMG Peat Marwick Experience February 1982 - July 1987
Job Retired.
Industry Management Consulting
Experience
Retired. August 2012 - Present
NBF Enterprises September 2001 - August 2012
JPMorgan Chase December 1994 - August 2001
Citigroup February 1990 - August 1994
Culpeper / Eastbourne Consulting Group July 1987 - February 1990
KPMG Peat Marwick February 1982 - July 1987
Skills
Change Management, Program Management, Business Transformation, Process Improvement, Strategic Planning, SDLC, Balanced Scorecard, Organizational..., Integration, CMM, Creative Direction, Management Consulting, Risk Management, Project Management, Team Leadership, Business Intelligence, Leadership, Governance, Enterprise Architecture, IT Management, PMO, Strategy, Software Project..., Business Process, Vendor Management, Project Portfolio..., Management, IT Strategy, Business Analysis, Business Process..., PMP, Requirements Analysis, Information Technology
Education
Lehigh University 1977 — 1980
Business & Industrial Engineering
Colorado State University 1969 — 1973
B.S., Statistics
Retired. August 2012 - Present
NBF Enterprises September 2001 - August 2012
JPMorgan Chase December 1994 - August 2001
Citigroup February 1990 - August 1994
Culpeper / Eastbourne Consulting Group July 1987 - February 1990
KPMG Peat Marwick February 1982 - July 1987
Skills
Change Management, Program Management, Business Transformation, Process Improvement, Strategic Planning, SDLC, Balanced Scorecard, Organizational..., Integration, CMM, Creative Direction, Management Consulting, Risk Management, Project Management, Team Leadership, Business Intelligence, Leadership, Governance, Enterprise Architecture, IT Management, PMO, Strategy, Software Project..., Business Process, Vendor Management, Project Portfolio..., Management, IT Strategy, Business Analysis, Business Process..., PMP, Requirements Analysis, Information Technology
Education
Lehigh University 1977 — 1980
Business & Industrial Engineering
Colorado State University 1969 — 1973
B.S., Statistics
Christopher Orros, MBA Christopher Orros, MBA's KPMG Peat Marwick Experience October 1985 - June 1989
Job Assistant Comptroller at New York Liquidation Bureau
Industry Insurance
Experience
New York Liquidation Bureau February 2008 - Present
Guardian Life Insurance June 2006 - February 2008
Horizon Blue Cross Blue Shield of N.J. September 1998 - May 2006
HoMed Convalescent Equipment Inc, September 1996 - August 1998
HealthFirst Insurance Company October 1994 - August 1996
Public Securities Association October 1991 - September 1994
Health & Hospitals Corporation June 1989 - June 1991
KPMG Peat Marwick October 1985 - June 1989
Metropolitan Life Insurance Company, September 1979 - October 1985
Skills
Auditing, Financial Analysis, Accounting, Insurance, Financial Reporting, Finance, Tax, Account Reconciliation, Financial Modeling, Project Planning, Enterprise Risk..., GAAP, Risk Management, Forecasting, Banking, Analysis, Management, External Audit, Budgets, Team Building, General Ledger, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Statutory Accounting, Strategic Financial..., Executive Management, US GAAP, Mergers & Acquisitions, Financial Statements, Due Diligence, Managerial Finance
Education
Dowling College 2003 — 2005
M.B.A, Business Management
Pace University 1975 — 1979
BBA, CPA Preparation
New York Liquidation Bureau February 2008 - Present
Guardian Life Insurance June 2006 - February 2008
Horizon Blue Cross Blue Shield of N.J. September 1998 - May 2006
HoMed Convalescent Equipment Inc, September 1996 - August 1998
HealthFirst Insurance Company October 1994 - August 1996
Public Securities Association October 1991 - September 1994
Health & Hospitals Corporation June 1989 - June 1991
KPMG Peat Marwick October 1985 - June 1989
Metropolitan Life Insurance Company, September 1979 - October 1985
Skills
Auditing, Financial Analysis, Accounting, Insurance, Financial Reporting, Finance, Tax, Account Reconciliation, Financial Modeling, Project Planning, Enterprise Risk..., GAAP, Risk Management, Forecasting, Banking, Analysis, Management, External Audit, Budgets, Team Building, General Ledger, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Statutory Accounting, Strategic Financial..., Executive Management, US GAAP, Mergers & Acquisitions, Financial Statements, Due Diligence, Managerial Finance
Education
Dowling College 2003 — 2005
M.B.A, Business Management
Pace University 1975 — 1979
BBA, CPA Preparation
Mark Lane , CPA Mark Lane , CPA's KPMG Peat Marwick Experience 1992 - 1995
Job Chief Financial Officer
Industry Executive Office
Experience
Orica, Recondo Technology, Eating Recovery Center, ID Watchdog 2012 - Present
3t Systems 2013 - 2014
HealthTrans 2010 - 2012
Catholic Health Initiatives 2009 - 2010
Jones Media Group February 2006 - September 2008
Jones Media Group July 2000 - February 2006
Jones Media Group October 1997 - July 2000
Jones International Ltd March 1995 - October 1997
KPMG Peat Marwick 1992 - 1995
Skills
Budgeting, Treasury Management, Financial Systems..., M&A due diligence, SEC reporting, Accounting, GAAP, Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Process Improvement, Financial Planning, Strategic Planning, Valuation, Compliance, Team Building, Contract Negotiation, Hyperion, Healthcare, Mergers, Certified public..., Great Plains Software, Lawson General Ledger, Microsoft Dynamics, Mergers & Acquisitions, Executive Management, Budgets, Strategic Financial..., Due Diligence, Strategy, Accounts Payable, SEC filings, Variance Analysis, Leadership
Education
Colorado State University 1988 — 1992
BS, Business Administration & Accounting
Orica, Recondo Technology, Eating Recovery Center, ID Watchdog 2012 - Present
3t Systems 2013 - 2014
HealthTrans 2010 - 2012
Catholic Health Initiatives 2009 - 2010
Jones Media Group February 2006 - September 2008
Jones Media Group July 2000 - February 2006
Jones Media Group October 1997 - July 2000
Jones International Ltd March 1995 - October 1997
KPMG Peat Marwick 1992 - 1995
Skills
Budgeting, Treasury Management, Financial Systems..., M&A due diligence, SEC reporting, Accounting, GAAP, Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Process Improvement, Financial Planning, Strategic Planning, Valuation, Compliance, Team Building, Contract Negotiation, Hyperion, Healthcare, Mergers, Certified public..., Great Plains Software, Lawson General Ledger, Microsoft Dynamics, Mergers & Acquisitions, Executive Management, Budgets, Strategic Financial..., Due Diligence, Strategy, Accounts Payable, SEC filings, Variance Analysis, Leadership
Education
Colorado State University 1988 — 1992
BS, Business Administration & Accounting
Ralph O. Walton III's KPMG Peat Marwick Experience June 1985 - May 1989
Job Principal at Cedar House Partners, LLC
Industry Real Estate
Experience
Cedar House Partners, LLC April 2009 - Present
Saddlehorn July 2006 - April 2009
Spanish Peaks Holdings December 2002 - June 2006
Crested Butte Mountain Resort July 1993 - June 2002
Service Management Group June 1989 - June 1993
KPMG Peat Marwick June 1985 - May 1989
Skills
real estate dev, Marketing, Strategic Planning, Marketing Strategy, Real Estate, Property Management, Contract Negotiation, Budgets, Business Strategy, Start-ups, Investment Properties, Negotiation, Mergers & Acquisitions, Selling, Sales, Real Estate Development, Finance, Entrepreneurship, Due Diligence, Market Analysis, Entitlements, Investments, Commercial Real Estate, Brokerage, Asset Management, Residential Homes, Real Estate Economics, Land Acquisition, Disposition
Education
Handelshögskolan (aka Stockholm School of Economics) 1988 — 1989
Exchange from NYU, International Business & Finance
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance & Marketing
Duke University 1981 — 1985
AB, Public Policy Studies & Economics
Cedar House Partners, LLC April 2009 - Present
Saddlehorn July 2006 - April 2009
Spanish Peaks Holdings December 2002 - June 2006
Crested Butte Mountain Resort July 1993 - June 2002
Service Management Group June 1989 - June 1993
KPMG Peat Marwick June 1985 - May 1989
Skills
real estate dev, Marketing, Strategic Planning, Marketing Strategy, Real Estate, Property Management, Contract Negotiation, Budgets, Business Strategy, Start-ups, Investment Properties, Negotiation, Mergers & Acquisitions, Selling, Sales, Real Estate Development, Finance, Entrepreneurship, Due Diligence, Market Analysis, Entitlements, Investments, Commercial Real Estate, Brokerage, Asset Management, Residential Homes, Real Estate Economics, Land Acquisition, Disposition
Education
Handelshögskolan (aka Stockholm School of Economics) 1988 — 1989
Exchange from NYU, International Business & Finance
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance & Marketing
Duke University 1981 — 1985
AB, Public Policy Studies & Economics
Joe Ruble's KPMG Peat Marwick Experience January 1994 - January 1997
Job Managing Director at Caliber Advisors, Inc.
Industry Financial Services
Experience
Caliber Advisors, Inc. March 2003 - Present
Geodesic Systems April 2000 - March 2003
Business Valuation Services January 1997 - April 2000
KPMG Peat Marwick January 1994 - January 1997
Liquid Carbonic August 1992 - January 1994
Price Waterhouse August 1986 - August 1992
Skills
Business Valuation, Fairness Opinions, M&A experience, Corporate Finance, Advisory Boards, Intangible Assets, Expert Witness, Financial Modeling, Financial Analysis, inolvency, Private Companies, Family Business, Divorce, Tax, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1990
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
BS, Accountancy
St. Norbert College 1982 — 1984
Accounting
Caliber Advisors, Inc. March 2003 - Present
Geodesic Systems April 2000 - March 2003
Business Valuation Services January 1997 - April 2000
KPMG Peat Marwick January 1994 - January 1997
Liquid Carbonic August 1992 - January 1994
Price Waterhouse August 1986 - August 1992
Skills
Business Valuation, Fairness Opinions, M&A experience, Corporate Finance, Advisory Boards, Intangible Assets, Expert Witness, Financial Modeling, Financial Analysis, inolvency, Private Companies, Family Business, Divorce, Tax, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1990
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
BS, Accountancy
St. Norbert College 1982 — 1984
Accounting
Jeff Babiak Jeff Babiak's KPMG Peat Marwick Experience January 1986 - October 1996
Job Shareholder at VonLehman & Company CPA's
Industry Accounting
Experience
VonLehman & Company 1996 - Present
KPMG Peat Marwick January 1986 - October 1996
Ernst & Whinney August 1983 - January 1986
Skills
Real Estate Development, Real Estate, Construction, Financial Analysis, Financial Reporting, Accounting, Auditing, CPA, Strategic Planning, Tax, GAAP, Corporate Tax, Financial Statements, QuickBooks, Tax Preparation, Internal Controls, ProSystem fx Tax, Cash Flow, Construction Accounting
Education
DePaul University 1987 — 1989
Masters in Finance, Real Estate and taxation
Miami University 1979 — 1983
Business, Accounting & Finance
Chanel High School 1976 — 1979
VonLehman & Company 1996 - Present
KPMG Peat Marwick January 1986 - October 1996
Ernst & Whinney August 1983 - January 1986
Skills
Real Estate Development, Real Estate, Construction, Financial Analysis, Financial Reporting, Accounting, Auditing, CPA, Strategic Planning, Tax, GAAP, Corporate Tax, Financial Statements, QuickBooks, Tax Preparation, Internal Controls, ProSystem fx Tax, Cash Flow, Construction Accounting
Education
DePaul University 1987 — 1989
Masters in Finance, Real Estate and taxation
Miami University 1979 — 1983
Business, Accounting & Finance
Chanel High School 1976 — 1979
Denise Reder Denise Reder's KPMG Peat Marwick Experience July 1994 - February 1998
Job Senior Consultant at Jocelyn Pension Consulting, LLC
Industry Financial Services
Experience
Jocelyn Pension Consulting, LLC January 2002 - Present
Western Pension Service Corporation February 1998 - December 2001
KPMG Peat Marwick July 1994 - February 1998
Skills
Profit Sharing, 401k, Compliance, Pensions, Administration, Pension Administration, Plan Administration, Retirement Plan..., ERISA, Retirement Planning, Defined Contribution, Benefits Administration, Defined Benefit, Financial Services, Management, Investments, Financial Advisory, Employee Benefits, Financial Analysis, Payroll, Risk Management, Accounting
Education
Cornerstone University
Golden Gate University
BA, Human Relations
Jocelyn Pension Consulting, LLC January 2002 - Present
Western Pension Service Corporation February 1998 - December 2001
KPMG Peat Marwick July 1994 - February 1998
Skills
Profit Sharing, 401k, Compliance, Pensions, Administration, Pension Administration, Plan Administration, Retirement Plan..., ERISA, Retirement Planning, Defined Contribution, Benefits Administration, Defined Benefit, Financial Services, Management, Investments, Financial Advisory, Employee Benefits, Financial Analysis, Payroll, Risk Management, Accounting
Education
Cornerstone University
Golden Gate University
BA, Human Relations
Jack Kemery Jack Kemery's KPMG Peat Marwick Experience 1981 - 1987
Job Healthcare Information Technology Executive, Relationship/Account Manager, Strategist and Solution Enabler
Industry Hospital & Health Care
Experience
Aspen Advisors, Part of The Chartis Group March 2015 - Present
Alere Accountable Care Solutions April 2014 - December 2014
Genesis HealthCare March 2012 - April 2014
McCutcheon&Co March 2011 - March 2012
LabCorp November 2009 - March 2011
BetterHealth Global (USA), Inc. April 2002 - November 2009
Quest Diagnostics Incorporated 1995 - 2001
SmithKline Beecham Clinical Laboratories 1995 - 1999
KPMG Peat Marwick 1981 - 1987
Skills
EHR, Healthcare, Healthcare Information..., Health Information..., Strategy, Integration, Healthcare Consulting, Information Technology, Hospitals, Business Development, Management, HIPAA, Healthcare Industry, Strategic Partnerships, Revenue Cycle, Informatics, Ambulatory, Product Management, Process Improvement, Managed Care, EMR, Medical Devices, Software Implementation, IT Strategy, Training, Business Strategy, SDLC, Population Health, Accountable Care, Interoperability, Relationship Management, Key Account Management, Long-term Care, Nursing Homes
Education
Drexel University - College of Business and Administration 1968 — 1973
Bachelor of Science (BS), Business and Administration, Information Technology
Aspen Advisors, Part of The Chartis Group March 2015 - Present
Alere Accountable Care Solutions April 2014 - December 2014
Genesis HealthCare March 2012 - April 2014
McCutcheon&Co March 2011 - March 2012
LabCorp November 2009 - March 2011
BetterHealth Global (USA), Inc. April 2002 - November 2009
Quest Diagnostics Incorporated 1995 - 2001
SmithKline Beecham Clinical Laboratories 1995 - 1999
KPMG Peat Marwick 1981 - 1987
Skills
EHR, Healthcare, Healthcare Information..., Health Information..., Strategy, Integration, Healthcare Consulting, Information Technology, Hospitals, Business Development, Management, HIPAA, Healthcare Industry, Strategic Partnerships, Revenue Cycle, Informatics, Ambulatory, Product Management, Process Improvement, Managed Care, EMR, Medical Devices, Software Implementation, IT Strategy, Training, Business Strategy, SDLC, Population Health, Accountable Care, Interoperability, Relationship Management, Key Account Management, Long-term Care, Nursing Homes
Education
Drexel University - College of Business and Administration 1968 — 1973
Bachelor of Science (BS), Business and Administration, Information Technology
Linda Jeschofnig Linda Jeschofnig's KPMG Peat Marwick Experience December 1977 - August 1980
Job Founder and Chairman at HandsOn Labs
Industry E-Learning
Experience
Hands-On Labs March 2013 - Present
Hands-On Labs January 1994 - March 2013
IEDSE: Institute For Excellence in Distance Science Education January 2008 - December 2011
Colorado Community Colleges Online [CCC-OL] 2000 - 2009
Self Employed August 2003 - June 2004
Colorado Mountain College August 1986 - June 2004
Self: Independent Accounting and Business Consultant 1981 - 2003
Commercial College of Addis Ababa University September 1994 - June 1995
Little River Ranch and Bar'n 1984 - 1994
KPMG Peat Marwick December 1977 - August 1980
Skills
E-learning, Distance Learning, Science Education, Entrepreneurship, Business Management, Experiential Learning, Adventure Travel, Science, Online Training, E-Learning, Management, Learning Management..., Technical Writing, Higher Education, Instructional Design, Teaching, Tourism, Learning Management, Strategic Partnerships, Training, Educational Consulting, Leadership, Adult Education, Classroom, Captivate, Leadership Development, Technology Integration, Educational Leadership, Instructional Technology, Courses, Educational Technology, Curriculum Design, Marketing, Blended Learning, Moodle, Curriculum Development, Non-profits, Physics, Needs Analysis, Research, Staff Development, Instructor-led Training, Web 2.0, New Business Development, Team Building, ADDIE, Admissions, Coaching, Social Networking, Career Development
Education
Colorado Mountain College 1995 — 1996
Certificate, Central Rockies Leadership Program
Regis University 1993 — 1995
MS, summa cum laude, Management
Colorado Mountain College 1991 — 1994
Program, Master Teachers
University of Houston 1974 — 1977
BA, summa cum laude, Accounting, English, Theater
Hands-On Labs March 2013 - Present
Hands-On Labs January 1994 - March 2013
IEDSE: Institute For Excellence in Distance Science Education January 2008 - December 2011
Colorado Community Colleges Online [CCC-OL] 2000 - 2009
Self Employed August 2003 - June 2004
Colorado Mountain College August 1986 - June 2004
Self: Independent Accounting and Business Consultant 1981 - 2003
Commercial College of Addis Ababa University September 1994 - June 1995
Little River Ranch and Bar'n 1984 - 1994
KPMG Peat Marwick December 1977 - August 1980
Skills
E-learning, Distance Learning, Science Education, Entrepreneurship, Business Management, Experiential Learning, Adventure Travel, Science, Online Training, E-Learning, Management, Learning Management..., Technical Writing, Higher Education, Instructional Design, Teaching, Tourism, Learning Management, Strategic Partnerships, Training, Educational Consulting, Leadership, Adult Education, Classroom, Captivate, Leadership Development, Technology Integration, Educational Leadership, Instructional Technology, Courses, Educational Technology, Curriculum Design, Marketing, Blended Learning, Moodle, Curriculum Development, Non-profits, Physics, Needs Analysis, Research, Staff Development, Instructor-led Training, Web 2.0, New Business Development, Team Building, ADDIE, Admissions, Coaching, Social Networking, Career Development
Education
Colorado Mountain College 1995 — 1996
Certificate, Central Rockies Leadership Program
Regis University 1993 — 1995
MS, summa cum laude, Management
Colorado Mountain College 1991 — 1994
Program, Master Teachers
University of Houston 1974 — 1977
BA, summa cum laude, Accounting, English, Theater
Jonathan Hay Jonathan Hay's KPMG Peat Marwick Experience August 1984 - January 1988
Job Shareholder at Purcell, Flanagan, Hay & Greene, P.A.
Industry Law Practice
Experience
Purcell, Flanagan, Hay & Greene, P.A. September 1996 - Present
Mahoney Adams, P.A. January 1988 - April 1993
KPMG Peat Marwick August 1984 - January 1988
Skills
CPA, Trusts, Estate Planning, Corporate Law, Litigation, Estate Tax Planning, Estate Administration, Tax Law, Tax, Civil Litigation, Wills, Commercial Litigation, Start-ups, Asset Protection, Corporate Tax, Bankruptcy, Accounting, Arbitration, Small Business
Education
University of Florida - Fredric G. Levin College of Law 1983 — 1984
LLM, Tax Law
University of South Carolina School of Law 1980 — 1983
J.D., law
College of Charleston 1975 — 1979
B.S., Business Administration
Purcell, Flanagan, Hay & Greene, P.A. September 1996 - Present
Mahoney Adams, P.A. January 1988 - April 1993
KPMG Peat Marwick August 1984 - January 1988
Skills
CPA, Trusts, Estate Planning, Corporate Law, Litigation, Estate Tax Planning, Estate Administration, Tax Law, Tax, Civil Litigation, Wills, Commercial Litigation, Start-ups, Asset Protection, Corporate Tax, Bankruptcy, Accounting, Arbitration, Small Business
Education
University of Florida - Fredric G. Levin College of Law 1983 — 1984
LLM, Tax Law
University of South Carolina School of Law 1980 — 1983
J.D., law
College of Charleston 1975 — 1979
B.S., Business Administration
Trujillo, Maria Trujillo, Maria's KPMG Peat Marwick Experience January 2008 - March 2009
Job Accounting Supervisor at GLDD
Industry Accounting
Experience
Great Lakes Dredge & Dock Corporation June 2013 - Present
Great Lakes Dredge & Dock Corporation August 2011 - May 2013
Great Lakes Dredge & Dock Corporation April 2009 - July 2011
KPMG Peat Marwick January 2008 - March 2009
DePaul University August 2004 - November 2007
KPMG Peat Marwick June 2006 - August 2006
KPMG Peat Marwick June 2004 - May 2006
Skills
Training, Leadership, Management, Spanish, Budgets, Auditing, Accounting, Curriculum Design, Translation, Process Scheduler, Financial Reporting
Education
DePaul University 2003 — 2007
Bachelor's, Accounting
jones college prep
Great Lakes Dredge & Dock Corporation June 2013 - Present
Great Lakes Dredge & Dock Corporation August 2011 - May 2013
Great Lakes Dredge & Dock Corporation April 2009 - July 2011
KPMG Peat Marwick January 2008 - March 2009
DePaul University August 2004 - November 2007
KPMG Peat Marwick June 2006 - August 2006
KPMG Peat Marwick June 2004 - May 2006
Skills
Training, Leadership, Management, Spanish, Budgets, Auditing, Accounting, Curriculum Design, Translation, Process Scheduler, Financial Reporting
Education
DePaul University 2003 — 2007
Bachelor's, Accounting
jones college prep
Robert Falstad Robert Falstad's KPMG Peat Marwick Experience May 1986 - September 1988
Job Software Consultant
Industry Computer Software
Experience
Fidelity Investments June 2006 - February 2009
Chubb January 2006 - March 2006
Fidelity Investments May 2004 - December 2005
Boston Web Services November 2003 - May 2004
Harvard Pilgrim Healthcare April 2003 - October 2003
Manulife Financial July 2002 - April 2003
Fidelity Investments August 2000 - November 2001
Morgan Stanley September 1988 - August 1991
KPMG Peat Marwick May 1986 - September 1988
IBM February 1982 - August 1983
Education
Duke University
BA/BS, Economics, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
MBA, Information Technology
Fidelity Investments June 2006 - February 2009
Chubb January 2006 - March 2006
Fidelity Investments May 2004 - December 2005
Boston Web Services November 2003 - May 2004
Harvard Pilgrim Healthcare April 2003 - October 2003
Manulife Financial July 2002 - April 2003
Fidelity Investments August 2000 - November 2001
Morgan Stanley September 1988 - August 1991
KPMG Peat Marwick May 1986 - September 1988
IBM February 1982 - August 1983
Education
Duke University
BA/BS, Economics, Computer Science
Massachusetts Institute of Technology - Sloan School of Management
MBA, Information Technology
May Lynn Rossi May Lynn Rossi's KPMG Peat Marwick Experience 1984 - 1987
Job Owner at ML Rossi Consulting
Industry Consumer Goods
Experience
ML Rossi Consulting December 1995 - Present
Campbell Soup Company November 2011 - July 2013
Campbell Soup Company December 1995 - August 2011
Scott Paper Company 1987 - 1995
KPMG Peat Marwick 1984 - 1987
Philadelphia National Bank 1981 - 1984
Skills
Supply Chain..., Supply Chain, Leadership Development, SAP, Program Management, Process Improvement, Consumer Products, Supply Chain Management, Logistics, Cross-functional Team..., Strategy, Forecasting, ERP, Vendor Management, Business Process, Change Management, Demand Planning, Management, Business Process..., Inventory Management, Continuous Improvement, Integration, Manugistics, Warehousing, Project Planning, Training
Education
Drexel University 1982 — 1984
MBA, Management Information Systems
William & Mary 1977 — 1981
BA, Economics
ML Rossi Consulting December 1995 - Present
Campbell Soup Company November 2011 - July 2013
Campbell Soup Company December 1995 - August 2011
Scott Paper Company 1987 - 1995
KPMG Peat Marwick 1984 - 1987
Philadelphia National Bank 1981 - 1984
Skills
Supply Chain..., Supply Chain, Leadership Development, SAP, Program Management, Process Improvement, Consumer Products, Supply Chain Management, Logistics, Cross-functional Team..., Strategy, Forecasting, ERP, Vendor Management, Business Process, Change Management, Demand Planning, Management, Business Process..., Inventory Management, Continuous Improvement, Integration, Manugistics, Warehousing, Project Planning, Training
Education
Drexel University 1982 — 1984
MBA, Management Information Systems
William & Mary 1977 — 1981
BA, Economics
Michael A Coakley Michael A Coakley's KPMG Peat Marwick Experience June 1988 - June 1992
Job Trusted Business Advisor to Privatelyheld Companies | Manufacturing Industry Group Leader
Industry Accounting
Experience
Kreischer Miller July 2006 - Present
DeSales University March 2010 - June 2012
Hege Kramer Connell Murphy & Goldkamp, P.C. July 1992 - June 2006
KPMG Peat Marwick June 1988 - June 1992
Skills
Accounting, Auditing, Tax, Due Diligence, Financial Reporting, Financial Analysis, Strategic Planning, Nonprofits, Mergers & Acquisitions, Analysis, Budgets, CPA, Internal Controls, Manufacturing, Leadership, Acquisitions, Distributors, GAAP, Finance
Education
Penn State University 1984 — 1988
B.S., Accounting
DeSales University 2004 — 2008
MBA, Self Design
Kreischer Miller July 2006 - Present
DeSales University March 2010 - June 2012
Hege Kramer Connell Murphy & Goldkamp, P.C. July 1992 - June 2006
KPMG Peat Marwick June 1988 - June 1992
Skills
Accounting, Auditing, Tax, Due Diligence, Financial Reporting, Financial Analysis, Strategic Planning, Nonprofits, Mergers & Acquisitions, Analysis, Budgets, CPA, Internal Controls, Manufacturing, Leadership, Acquisitions, Distributors, GAAP, Finance
Education
Penn State University 1984 — 1988
B.S., Accounting
DeSales University 2004 — 2008
MBA, Self Design
Michele Cabral Michele Cabral's KPMG Peat Marwick Experience 1988 - 1992
Job Accounting Professor Holyoke Community College
Industry Accounting
Experience
Holyoke Community College July 2014 - Present
Care For Our Troops Inc July 2010 - Present
Elms College, Springfield College and Bay Path College 2011 - June 2014
Town of West Springfield MA August 2012 - January 2013
Accounting Folks, LLC November 2009 - August 2012
Farm Credit Financial Partners January 1999 - November 2009
CIGNA Insurance Company 1992 - 2000
KPMG Peat Marwick 1988 - 1992
Skills
Software Development, Process Improvement, Financial Reporting, Product Development, Strategy, Human Resources, Team Leadership, Leadership, Tax, SaaS, Management, Finance, Healthcare, Operations Management, Accounting, Consulting, Financial Analysis, Staff Development, Customer Service, Budgets, Access, Strategic Planning, QuickBooks, Fundraising, Public Speaking, Nonprofits, Networking, Teamwork, Teaching, Business Planning
Education
College of Our Lady of the Elms 2011 — 2013
MBA
Westfield State University 1984 — 1988
BS, Accounting / Business
Holyoke Community College July 2014 - Present
Care For Our Troops Inc July 2010 - Present
Elms College, Springfield College and Bay Path College 2011 - June 2014
Town of West Springfield MA August 2012 - January 2013
Accounting Folks, LLC November 2009 - August 2012
Farm Credit Financial Partners January 1999 - November 2009
CIGNA Insurance Company 1992 - 2000
KPMG Peat Marwick 1988 - 1992
Skills
Software Development, Process Improvement, Financial Reporting, Product Development, Strategy, Human Resources, Team Leadership, Leadership, Tax, SaaS, Management, Finance, Healthcare, Operations Management, Accounting, Consulting, Financial Analysis, Staff Development, Customer Service, Budgets, Access, Strategic Planning, QuickBooks, Fundraising, Public Speaking, Nonprofits, Networking, Teamwork, Teaching, Business Planning
Education
College of Our Lady of the Elms 2011 — 2013
MBA
Westfield State University 1984 — 1988
BS, Accounting / Business
Ted Grunebaum Ted Grunebaum's KPMG Peat Marwick Experience 1998 - 2003
Job Strategic Consultant for Technology and Business Transformation
Industry Information Technology and Services
Experience
IBM May 2015 - Present
Aginity October 2012 - April 2015
Oracle Corporation January 2005 - September 2012
ShoreBank Advisory Services - MetroEdge 2003 - 2004
KPMG Peat Marwick 1998 - 2003
SAP 1997 - 1998
Community Coffee 1995 - 1997
Starbucks Coffee 1989 - 1994
Skills
New Business Development, Business Strategy, Business Intelligence, Analytics, Enterprise Software, Product Management, SaaS, Business Development, Strategic Partnerships, Retail, Management Consulting, Strategic Planning, Solution Selling, Business Analysis, Cross-functional Team..., CRM, Account Management, Marketing, Strategy, E-commerce, Management, Leadership, Start-ups, Market Research, Consulting, Marketing Strategy, Sales Operations, Telecommunications, Integration, Selling, Product Development, Business Alliances, Sales, Cloud Computing, Project Management, Team Building, Professional Services, Go-to-market Strategy, Business Transformation, Lead Generation, Competitive Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA
Michigan State University 1982 — 1986
BA
IBM May 2015 - Present
Aginity October 2012 - April 2015
Oracle Corporation January 2005 - September 2012
ShoreBank Advisory Services - MetroEdge 2003 - 2004
KPMG Peat Marwick 1998 - 2003
SAP 1997 - 1998
Community Coffee 1995 - 1997
Starbucks Coffee 1989 - 1994
Skills
New Business Development, Business Strategy, Business Intelligence, Analytics, Enterprise Software, Product Management, SaaS, Business Development, Strategic Partnerships, Retail, Management Consulting, Strategic Planning, Solution Selling, Business Analysis, Cross-functional Team..., CRM, Account Management, Marketing, Strategy, E-commerce, Management, Leadership, Start-ups, Market Research, Consulting, Marketing Strategy, Sales Operations, Telecommunications, Integration, Selling, Product Development, Business Alliances, Sales, Cloud Computing, Project Management, Team Building, Professional Services, Go-to-market Strategy, Business Transformation, Lead Generation, Competitive Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MBA
Michigan State University 1982 — 1986
BA
Kathy Bussiere Kathy Bussiere's KPMG Peat Marwick Experience September 1988 - June 1995
Job Corporate Financial Consultant
Industry Financial Services
Experience
Kathleen D Bussiere, CPA May 1997 - Present
Skelley Medical, LLC 2011 - 2012
Rentacrate LLC November 2007 - July 2011
Kathleen D. Bussiere, CPA May 1997 - November 2007
Aldrich Eastman Waltch June 1995 - May 1997
KPMG Peat Marwick September 1988 - June 1995
Skills
Management, Mergers & Acquisitions, Auditing, Finance, Financial Analysis, Strategy, Accounting, Budgets, Strategic Planning, Investments, Business Planning, Private Equity, Sales, Financial Reporting, Due Diligence
Education
College of the Holy Cross 1984 — 1988
Bachelor of Arts, Economics/Accounting
Kathleen D Bussiere, CPA May 1997 - Present
Skelley Medical, LLC 2011 - 2012
Rentacrate LLC November 2007 - July 2011
Kathleen D. Bussiere, CPA May 1997 - November 2007
Aldrich Eastman Waltch June 1995 - May 1997
KPMG Peat Marwick September 1988 - June 1995
Skills
Management, Mergers & Acquisitions, Auditing, Finance, Financial Analysis, Strategy, Accounting, Budgets, Strategic Planning, Investments, Business Planning, Private Equity, Sales, Financial Reporting, Due Diligence
Education
College of the Holy Cross 1984 — 1988
Bachelor of Arts, Economics/Accounting
Lenny Samczyk Lenny Samczyk's KPMG Peat Marwick Experience 1987 - 1992
Job Sr.Tax Analyst at Equity Lifestyle Properties, Inc.
Industry Accounting
Experience
Equity LifeStyle Properties, Inc. December 2014 - Present
United Airlines August 2012 - November 2014
Torrey & Gray June 2011 - August 2012
United Stationers Supply Co. 2006 - July 2010
RSM McGladrey 2005 - 2006
Abbott Laboratories 1997 - 2005
Caremark 1992 - 1996
KPMG Peat Marwick 1987 - 1992
Skills
Tax Returns, Income Tax, Depreciation, Journal Entries, Tax Research, Fixed Assets, Tax, Federal Tax, Corporate Tax, Tax Compliance, Corptax, Account Reconciliation, Financial Analysis, Financial Reporting, Tax Accounting, FIN 48, GAAP, Tax Preparation, State Tax, FAS 5, UK Corporation Tax, Sarbanes-Oxley Act, Use Tax, Accounts Receivable, Accounting, General Ledger, Sales Tax, Preparation, Internal Controls, Auditing, Financial Accounting, Financial Statements, Tax Law, Finance, Consolidation, CPA, SEC filings, Internal Audit, Sarbanes-Oxley, Transfer Pricing, Accruals, Cost Accounting, Hyperion Enterprise, Variance Analysis, Property Tax, IFRS, Payroll, US GAAP, Sales & Use Tax, Tax Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
M.S.T., TAXATION, ACCOUNTING
Northeastern Illinois University 1993 — 1996
M.B.A., ACCOUNTING
Northeastern Illinois University 1974 — 1985
B.A., MUSIC, BUSINESS
Equity LifeStyle Properties, Inc. December 2014 - Present
United Airlines August 2012 - November 2014
Torrey & Gray June 2011 - August 2012
United Stationers Supply Co. 2006 - July 2010
RSM McGladrey 2005 - 2006
Abbott Laboratories 1997 - 2005
Caremark 1992 - 1996
KPMG Peat Marwick 1987 - 1992
Skills
Tax Returns, Income Tax, Depreciation, Journal Entries, Tax Research, Fixed Assets, Tax, Federal Tax, Corporate Tax, Tax Compliance, Corptax, Account Reconciliation, Financial Analysis, Financial Reporting, Tax Accounting, FIN 48, GAAP, Tax Preparation, State Tax, FAS 5, UK Corporation Tax, Sarbanes-Oxley Act, Use Tax, Accounts Receivable, Accounting, General Ledger, Sales Tax, Preparation, Internal Controls, Auditing, Financial Accounting, Financial Statements, Tax Law, Finance, Consolidation, CPA, SEC filings, Internal Audit, Sarbanes-Oxley, Transfer Pricing, Accruals, Cost Accounting, Hyperion Enterprise, Variance Analysis, Property Tax, IFRS, Payroll, US GAAP, Sales & Use Tax, Tax Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
M.S.T., TAXATION, ACCOUNTING
Northeastern Illinois University 1993 — 1996
M.B.A., ACCOUNTING
Northeastern Illinois University 1974 — 1985
B.A., MUSIC, BUSINESS
Alex Owen Alex Owen's KPMG Peat Marwick Experience 1983 - 1987
Job Account General Manager, HP, serving major financial institutions
Industry Financial Services
Experience
Hewlett Packard 2009 - Present
Deloitte Consulting LLP 2006 - 2009
IBM 2002 - 2006
PricewaterhouseCoopers Consulting 1997 - 2002
Coopers & Lybrand Consulting 1996 - 1997
Coopers & Lybrand Consulting 1987 - 1996
KPMG Peat Marwick 1983 - 1987
Technology Consulting Group 1979 - 1983
The Boston Consulting Group 1978 - 1979
Skills
Business Development, Professional Services, Consulting, Business Strategy, Strategy, Financial Services, SaaS, Banking, Solution Selling, CRM, Business Transformation, Program Management, Management Consulting, Project Management, Product Management, Strategic Planning, Enterprise Software, Go-to-market Strategy, Cross-functional Team..., Business Alliances, Cloud Computing, New Business Development, Sales Management, Sales, Business Analysis, Leadership, IT Strategy, Process Improvement, Management, Selling, Strategic Partnerships, Business Process..., Account Management, Outsourcing, Change Management, Vendor Management, IT Outsourcing
Education
Dartmouth College 1971 — 1975
AB, Political Science
Virginia Episcopal School 1968 — 1971
High School
Hewlett Packard 2009 - Present
Deloitte Consulting LLP 2006 - 2009
IBM 2002 - 2006
PricewaterhouseCoopers Consulting 1997 - 2002
Coopers & Lybrand Consulting 1996 - 1997
Coopers & Lybrand Consulting 1987 - 1996
KPMG Peat Marwick 1983 - 1987
Technology Consulting Group 1979 - 1983
The Boston Consulting Group 1978 - 1979
Skills
Business Development, Professional Services, Consulting, Business Strategy, Strategy, Financial Services, SaaS, Banking, Solution Selling, CRM, Business Transformation, Program Management, Management Consulting, Project Management, Product Management, Strategic Planning, Enterprise Software, Go-to-market Strategy, Cross-functional Team..., Business Alliances, Cloud Computing, New Business Development, Sales Management, Sales, Business Analysis, Leadership, IT Strategy, Process Improvement, Management, Selling, Strategic Partnerships, Business Process..., Account Management, Outsourcing, Change Management, Vendor Management, IT Outsourcing
Education
Dartmouth College 1971 — 1975
AB, Political Science
Virginia Episcopal School 1968 — 1971
High School
Bob Bauerle, P.E. Bob Bauerle, P.E.'s KPMG Peat Marwick Experience January 2001 - October 2002
Job Owner at Pinpoint Signs, LLC
Industry Marketing and Advertising
Experience
Pinpoint Signs, LLC January 2013 - Present
Letip of Bergen County April 2010 - Present
Majestic Signs August 2010 - December 2012
Reaction Signs LLC April 2003 - July 2010
KPMG Peat Marwick January 2001 - October 2002
SAIC January 2000 - December 2001
Paradigm4 September 1997 - December 1999
CDM September 1989 - September 1997
Burns and Roe September 1982 - September 1989
Skills
Project Management, Program Management, Software Deployment, Team Building, Graphic Design, Contract Management, Leadership, Business Planning, Business Development, Start-ups, Entrepreneurship, Small Business, New Business Development, Business Strategy, IT Strategy, Risk Management, Project Planning, Budgets, Strategy, Advertising, Contract Negotiation, Negotiation, Marketing Strategy, Public Speaking, Process Improvement, Marketing, Direct Sales, Strategic Planning, B2B, Sales
Education
Drexel University 1976 — 1982
Bachelor of Science, Civil Engineering
Pinpoint Signs, LLC January 2013 - Present
Letip of Bergen County April 2010 - Present
Majestic Signs August 2010 - December 2012
Reaction Signs LLC April 2003 - July 2010
KPMG Peat Marwick January 2001 - October 2002
SAIC January 2000 - December 2001
Paradigm4 September 1997 - December 1999
CDM September 1989 - September 1997
Burns and Roe September 1982 - September 1989
Skills
Project Management, Program Management, Software Deployment, Team Building, Graphic Design, Contract Management, Leadership, Business Planning, Business Development, Start-ups, Entrepreneurship, Small Business, New Business Development, Business Strategy, IT Strategy, Risk Management, Project Planning, Budgets, Strategy, Advertising, Contract Negotiation, Negotiation, Marketing Strategy, Public Speaking, Process Improvement, Marketing, Direct Sales, Strategic Planning, B2B, Sales
Education
Drexel University 1976 — 1982
Bachelor of Science, Civil Engineering
Frank Moschiano CPA Frank Moschiano CPA's KPMG Peat Marwick Experience July 1979 - August 1981
Job Income Tax, Accounting, and Advisory Services
Industry Accounting
Experience
Frank L. Moschiano CPA January 1995 - Present
Essex House / Hotel Nikko New York June 1988 - November 1994
InterContinental Hotels Group June 1982 - June 1988
KPMG Peat Marwick July 1979 - August 1981
Skills
Accounting, Tax Preparation, Financial Planning, Budgeting, Business Planning, Forecasting, Budgets, Financial Accounting, Due Diligence, Managerial Finance, Business Planning, Tax, Internal Controls, Small Business, Bookkeeping, QuickBooks, Financial Analysis, Strategic Planning, Tax Preparation, Strategic Financial...
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Operations Mgt / Finance
University of Notre Dame 1975 — 1979
BBA, Accounting
Loyola Academy 1971 — 1975
River Trails Junior High 1969 — 1971
Frank L. Moschiano CPA January 1995 - Present
Essex House / Hotel Nikko New York June 1988 - November 1994
InterContinental Hotels Group June 1982 - June 1988
KPMG Peat Marwick July 1979 - August 1981
Skills
Accounting, Tax Preparation, Financial Planning, Budgeting, Business Planning, Forecasting, Budgets, Financial Accounting, Due Diligence, Managerial Finance, Business Planning, Tax, Internal Controls, Small Business, Bookkeeping, QuickBooks, Financial Analysis, Strategic Planning, Tax Preparation, Strategic Financial...
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Operations Mgt / Finance
University of Notre Dame 1975 — 1979
BBA, Accounting
Loyola Academy 1971 — 1975
River Trails Junior High 1969 — 1971
Kristin Aus Kristin Aus's KPMG Peat Marwick Experience 1990 - 1992
Job Business and Software Consultant at 7 Mile Advantage, LLC
Industry Accounting
Experience
7 Mile Advantage, LLC June 2010 - Present
Dawson Community College August 2000 - May 2010
Dakota College at Bottineau August 1997 - August 2000
KPMG Peat Marwick 1990 - 1992
Skills
Web Design, Wordpress, Small Business, QuickBooks, Bookkeeping, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Budgets, Accounts Payable, Non-profits, Consulting, Software, Website Development, Analysis, Financial Analysis, Payroll, Financial Reporting, WordPress
Education
Colorado State University 1992 — 1994
Master of Agriculture, Accounting, Finance, Ag Business, Animal Science
Carroll College 1983 — 1987
BA in Accounting, Accounting, Business Administration
7 Mile Advantage, LLC June 2010 - Present
Dawson Community College August 2000 - May 2010
Dakota College at Bottineau August 1997 - August 2000
KPMG Peat Marwick 1990 - 1992
Skills
Web Design, Wordpress, Small Business, QuickBooks, Bookkeeping, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Budgets, Accounts Payable, Non-profits, Consulting, Software, Website Development, Analysis, Financial Analysis, Payroll, Financial Reporting, WordPress
Education
Colorado State University 1992 — 1994
Master of Agriculture, Accounting, Finance, Ag Business, Animal Science
Carroll College 1983 — 1987
BA in Accounting, Accounting, Business Administration
Jeff Welte's KPMG Peat Marwick Experience September 1989 - May 1991
Job Sr. Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2010 - Present
The Newport Group 2006 - April 2010
Hewitt Associates 2004 - 2006
PricewaterhouseCoopers / Unifi / Mellon HR Solutions February 1999 - June 2004
Buck Consultants 1996 - 1999
National Electronic Information Corporation (NEIC) January 1994 - December 1996
UNICEF January 1993 - January 1994
HHL Financial Services May 1991 - January 1993
KPMG Peat Marwick September 1989 - May 1991
Prudential-Bache Securites October 1987 - September 1989
Skills
Process Improvement, Business Analysis, Outsourcing, Insurance, Defined Benefit, Retirement, Pensions, 401k, Finance, CRM, Employee Benefits, Financial Services, Retirement Planning, Relationship Management, Executive Pay, Investments, Equities, Risk Management, Asset Allocation, Mutual Funds, Defined Contribution, Vendor Management, Strategic Financial...
Education
Columbia University in the City of New York 1994 — 1995
C Programming
Grove City College 1983 — 1987
Bachelor of Arts (BA), International Business
The Newport Group February 2010 - Present
The Newport Group 2006 - April 2010
Hewitt Associates 2004 - 2006
PricewaterhouseCoopers / Unifi / Mellon HR Solutions February 1999 - June 2004
Buck Consultants 1996 - 1999
National Electronic Information Corporation (NEIC) January 1994 - December 1996
UNICEF January 1993 - January 1994
HHL Financial Services May 1991 - January 1993
KPMG Peat Marwick September 1989 - May 1991
Prudential-Bache Securites October 1987 - September 1989
Skills
Process Improvement, Business Analysis, Outsourcing, Insurance, Defined Benefit, Retirement, Pensions, 401k, Finance, CRM, Employee Benefits, Financial Services, Retirement Planning, Relationship Management, Executive Pay, Investments, Equities, Risk Management, Asset Allocation, Mutual Funds, Defined Contribution, Vendor Management, Strategic Financial...
Education
Columbia University in the City of New York 1994 — 1995
C Programming
Grove City College 1983 — 1987
Bachelor of Arts (BA), International Business
Jim Koleski, C.P.A. Jim Koleski, C.P.A.'s KPMG Peat Marwick Experience 1979 - 1991
Job Chief Financial Officer at AltoShaam, Inc.
Industry Machinery
Experience
Alto-Shaam, Inc. 2010 - Present
Elkay Cabinet Division 2005 - September 2009
McNeilus Truck and Manufacturing, Inc. 1998 - 2005
Beloit Corporation 1991 - 1998
KPMG Peat Marwick 1979 - 1991
Skills
Contract Negotiation, Balanced Scorecard, Product Development, Cross-functional Team..., Executive Management, Strategy, Financial Analysis, Forecasting, Manufacturing, Budgets, Business Planning, Team Building, Purchasing, Process Improvement, Mergers & Acquisitions, Financial Reporting, Business Development, Strategic Planning
Education
Center for Creative Leadership 2004 — 2004
Leadership
Duke University - The Fuqua School of Business 1992 — 1992
Executive Management Program
University of Wisconsin-Whitewater 1975 — 1979
BBA, Accounting
Alto-Shaam, Inc. 2010 - Present
Elkay Cabinet Division 2005 - September 2009
McNeilus Truck and Manufacturing, Inc. 1998 - 2005
Beloit Corporation 1991 - 1998
KPMG Peat Marwick 1979 - 1991
Skills
Contract Negotiation, Balanced Scorecard, Product Development, Cross-functional Team..., Executive Management, Strategy, Financial Analysis, Forecasting, Manufacturing, Budgets, Business Planning, Team Building, Purchasing, Process Improvement, Mergers & Acquisitions, Financial Reporting, Business Development, Strategic Planning
Education
Center for Creative Leadership 2004 — 2004
Leadership
Duke University - The Fuqua School of Business 1992 — 1992
Executive Management Program
University of Wisconsin-Whitewater 1975 — 1979
BBA, Accounting
Craig Ward Craig Ward's KPMG Peat Marwick Experience May 1989 - August 1991
Job Finance Executive
Industry Mining & Metals
Experience
Finning South America January 2010 - February 2013
Doe Run Peru January 2007 - December 2009
Drummond Company October 2002 - December 2006
Ferrocarriles del Norte de Colombia May 2006 - November 2006
BHP Billiton March 2001 - October 2002
BHP June 1999 - March 2001
BHP December 1996 - June 1999
BHP June 1993 - November 1996
PARIBAS May 1992 - August 1992
KPMG Peat Marwick May 1989 - August 1991
Skills
Forecasting, Six Sigma, Budgets, Mining, Strategic Planning, Performance Management, Corporate Finance, Leadership, Accounting, Negotiation, Recruiting, Logistics, Purchasing, Finance, Human Resources, ERP, Business Strategy, Internal Controls, Sarbanes-Oxley Act, Coal, SAP, Cost Accounting, Business Process..., Strategic Financial..., Auditing, Business Planning, Mergers & Acquisitions, Process Improvement, Analysis, Change Management, Managerial Finance, Executive Management, Risk Management, Project Planning, Manufacturing, Strategy, Operations Management, Management Consulting, Team Leadership, Management, Financial Analysis, Contract Negotiation, Financial Reporting, Procurement, Financial Modeling, Variance Analysis, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
Colorado State University 1980 — 1984
BSBA
Heritage High School
Finning South America January 2010 - February 2013
Doe Run Peru January 2007 - December 2009
Drummond Company October 2002 - December 2006
Ferrocarriles del Norte de Colombia May 2006 - November 2006
BHP Billiton March 2001 - October 2002
BHP June 1999 - March 2001
BHP December 1996 - June 1999
BHP June 1993 - November 1996
PARIBAS May 1992 - August 1992
KPMG Peat Marwick May 1989 - August 1991
Skills
Forecasting, Six Sigma, Budgets, Mining, Strategic Planning, Performance Management, Corporate Finance, Leadership, Accounting, Negotiation, Recruiting, Logistics, Purchasing, Finance, Human Resources, ERP, Business Strategy, Internal Controls, Sarbanes-Oxley Act, Coal, SAP, Cost Accounting, Business Process..., Strategic Financial..., Auditing, Business Planning, Mergers & Acquisitions, Process Improvement, Analysis, Change Management, Managerial Finance, Executive Management, Risk Management, Project Planning, Manufacturing, Strategy, Operations Management, Management Consulting, Team Leadership, Management, Financial Analysis, Contract Negotiation, Financial Reporting, Procurement, Financial Modeling, Variance Analysis, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
Colorado State University 1980 — 1984
BSBA
Heritage High School
Robert Solomon Robert Solomon's KPMG Peat Marwick Experience 1992 - 1995
Job SAP Basis Manager
Industry Information Technology and Services
Experience
Virtustream April 2015 - Present
Ironwood Pharmaceuticals December 2012 - December 2014
Avid Technology October 2007 - December 2012
Idenix Pharmaceuticals 2006 - 2007
OSRAM Sylvania 1996 - 2006
Siemens Nixdorf 1995 - 1996
KPMG Peat Marwick 1992 - 1995
Drew University 1989 - 1993
Skills
SAP R/3, Pharmaceutical Industry, Manufacturing, SAP BW, SAP, SAP ERP, ABAP, SAP Implementation, SAP Netweaver, Business Intelligence, SAP BI, Data Migration, Requirements Analysis, Integration, Oracle, Disaster Recovery, IT Strategy, Change Management, Unix, CRM, Portals, System Administration, ITIL, SQL, IT Management, Troubleshooting, Team Leadership, Enterprise Architecture, Databases, Database Administration, Windows, Performance Tuning, Software Documentation, Security, Microsoft SQL Server, HP-UX, ECC, Windows Server, SAP Basis, Business Process, ERP, Business Objects, SAP CRM, Data Warehousing, SD, SAP HR, Solution Architecture, Business Analysis, SharePoint, Vendor Management
Education
Drew University 1989 — 1993
Bachelor of Arts, Political Science
American International School 1987 — 1989
high school diploma
Virtustream April 2015 - Present
Ironwood Pharmaceuticals December 2012 - December 2014
Avid Technology October 2007 - December 2012
Idenix Pharmaceuticals 2006 - 2007
OSRAM Sylvania 1996 - 2006
Siemens Nixdorf 1995 - 1996
KPMG Peat Marwick 1992 - 1995
Drew University 1989 - 1993
Skills
SAP R/3, Pharmaceutical Industry, Manufacturing, SAP BW, SAP, SAP ERP, ABAP, SAP Implementation, SAP Netweaver, Business Intelligence, SAP BI, Data Migration, Requirements Analysis, Integration, Oracle, Disaster Recovery, IT Strategy, Change Management, Unix, CRM, Portals, System Administration, ITIL, SQL, IT Management, Troubleshooting, Team Leadership, Enterprise Architecture, Databases, Database Administration, Windows, Performance Tuning, Software Documentation, Security, Microsoft SQL Server, HP-UX, ECC, Windows Server, SAP Basis, Business Process, ERP, Business Objects, SAP CRM, Data Warehousing, SD, SAP HR, Solution Architecture, Business Analysis, SharePoint, Vendor Management
Education
Drew University 1989 — 1993
Bachelor of Arts, Political Science
American International School 1987 — 1989
high school diploma
Dave Schneider, CPA (inactive) Dave Schneider, CPA (inactive)'s KPMG Peat Marwick Experience September 1987 - September 1991
Job Director of Recruiting at SNI Financial, Sister Division to Certes Financial Pros
Industry Staffing and Recruiting
Experience
SNI Financial, Sister Division to Certes Financial Pros March 2006 - Present
Certes Financial Pros May 1999 - March 2006
SICK USA 1996 - 1999
Air Cure, Inc. 1995 - 1996
Tycom Corporation 1993 - 1995
Acsist Associates 1991 - 1993
KPMG Peat Marwick September 1987 - September 1991
Skills
Talent Acquisition, Forecasting, Recruiting, Finance, Budgets, Mergers & Acquisitions, Financial Reporting, Accounting, Strategy, Temporary Placement, Interviews, Auditing, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Financial Planning
Education
Creighton University 1983 — 1987
B.S.B.A, Accounting, Minor in Finance
Creighton University 1983 — 1987
SNI Financial, Sister Division to Certes Financial Pros March 2006 - Present
Certes Financial Pros May 1999 - March 2006
SICK USA 1996 - 1999
Air Cure, Inc. 1995 - 1996
Tycom Corporation 1993 - 1995
Acsist Associates 1991 - 1993
KPMG Peat Marwick September 1987 - September 1991
Skills
Talent Acquisition, Forecasting, Recruiting, Finance, Budgets, Mergers & Acquisitions, Financial Reporting, Accounting, Strategy, Temporary Placement, Interviews, Auditing, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Financial Planning
Education
Creighton University 1983 — 1987
B.S.B.A, Accounting, Minor in Finance
Creighton University 1983 — 1987
Skip Newman Skip Newman's KPMG Peat Marwick Experience September 1978 - October 1988
Job President of SN Consulting LLC / Financial and Operational Consulting / Investment Management
Industry Investment Management
Experience
SN Consulting LLC July 2008 - Present
HF2 Financial Management Inc. July 2013 - March 2015
ABN AMRO Asset Management - US 2001 - 2008
Alleghany Asset Management January 1997 - February 2001
Chicago Title and Trust Company September 1988 - January 1997
KPMG Peat Marwick September 1978 - October 1988
Skills
Mergers, Financial Management, Acquisition Integration, M&A Due Diligence, Negotiations, Start Ups, IT Management, Strategic Planning, Employment Agreements, Asset Management, Business Systems..., Investment Management, Risk Management, International Tax..., Facilities Management, Restructuring and..., Employee Benefits, Property Casualty..., Life Insurance, Title Insurance, Insurance Brokerage, Tax Planning and..., Executive Compensation, Matrix Management, Financial Planning and..., Due Diligence, Start-ups, Finance, Tax, Asset Managment, Banking, Management, Managerial Finance, Mergers & Acquisitions, Financial Analysis, Financial Planning, Budgets, Compliance, Executive Management, Strategy, Mutual Funds, Negotiation, Valuation, Insurance, Equities, Financial Services, Financial Modeling, Executive Pay, Auditing, Restructuring
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance / Accounting
Cornell University 1972 — 1976
AB, Economics
SN Consulting LLC July 2008 - Present
HF2 Financial Management Inc. July 2013 - March 2015
ABN AMRO Asset Management - US 2001 - 2008
Alleghany Asset Management January 1997 - February 2001
Chicago Title and Trust Company September 1988 - January 1997
KPMG Peat Marwick September 1978 - October 1988
Skills
Mergers, Financial Management, Acquisition Integration, M&A Due Diligence, Negotiations, Start Ups, IT Management, Strategic Planning, Employment Agreements, Asset Management, Business Systems..., Investment Management, Risk Management, International Tax..., Facilities Management, Restructuring and..., Employee Benefits, Property Casualty..., Life Insurance, Title Insurance, Insurance Brokerage, Tax Planning and..., Executive Compensation, Matrix Management, Financial Planning and..., Due Diligence, Start-ups, Finance, Tax, Asset Managment, Banking, Management, Managerial Finance, Mergers & Acquisitions, Financial Analysis, Financial Planning, Budgets, Compliance, Executive Management, Strategy, Mutual Funds, Negotiation, Valuation, Insurance, Equities, Financial Services, Financial Modeling, Executive Pay, Auditing, Restructuring
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance / Accounting
Cornell University 1972 — 1976
AB, Economics
Jane Englebardt Jane Englebardt's KPMG Peat Marwick Experience 1989 - 1993
Job Principal, Upshot Advisors, LLC
Industry Executive Office
Experience
Upshot Advisors, LLC May 2008 - Present
School of Visual Arts 2012 - Present
Altman Foundation 2010 - 2010
Bideawee 2005 - 2008
Hasbro Children's Foundation 1996 - 2005
Big Apple Circus 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
Leadership Development, Private Sector, Executive Coaching, Strategic Planning, Succession Planning, Change Management, Performance Management, 360 Feedback, Emotional Intelligence, Organizational..., Executive Development, Organizational Change, Career Development, Change Leadership, Executive Assessment, Talent Management, Entrepreneurship, Philanthropy, Public Speaking, Leadership, Grants, Executive Management, Organizational..., Fundraising, Public Relations, Program Management, Marketing, Management, Start-ups, Strategy, Workshop Facilitation, Nonprofits, Board Development, Social Entrepreneurship
Education
Columbia University - Columbia Business School
Post Graduate Certificate
Harvard Medical School
Professional Certificate
Harvard University
Professional Certificate
New York University
Post Graduate Certificate
New York University - Leonard N. Stern School of Business
MBA
Connecticut College
BA
Upshot Advisors, LLC May 2008 - Present
School of Visual Arts 2012 - Present
Altman Foundation 2010 - 2010
Bideawee 2005 - 2008
Hasbro Children's Foundation 1996 - 2005
Big Apple Circus 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
Leadership Development, Private Sector, Executive Coaching, Strategic Planning, Succession Planning, Change Management, Performance Management, 360 Feedback, Emotional Intelligence, Organizational..., Executive Development, Organizational Change, Career Development, Change Leadership, Executive Assessment, Talent Management, Entrepreneurship, Philanthropy, Public Speaking, Leadership, Grants, Executive Management, Organizational..., Fundraising, Public Relations, Program Management, Marketing, Management, Start-ups, Strategy, Workshop Facilitation, Nonprofits, Board Development, Social Entrepreneurship
Education
Columbia University - Columbia Business School
Post Graduate Certificate
Harvard Medical School
Professional Certificate
Harvard University
Professional Certificate
New York University
Post Graduate Certificate
New York University - Leonard N. Stern School of Business
MBA
Connecticut College
BA
Dan Gattis Dan Gattis's KPMG Peat Marwick Experience 1983 - 1988
Job Senior Vice President at IPS Group
Industry Management Consulting
Experience
IPS Group February 2011 - Present
The Jacobson Group October 2006 - February 2010
The Richard Harrington Company 2001 - 2006
Credit Suisse 1999 - 2001
ARM Financial Group 1996 - 1999
Chalke Consulting 1992 - 1996
SEI Investments 1988 - 1992
KPMG Peat Marwick 1983 - 1988
LOMA 1978 - 1983
JL Minton & Associates 1973 - 1978
Skills
Management, Strategy, Business Development, Mergers & Acquisitions, Executive Search, Insurance, Casualty, Property & Casualty..., Recruiting, Financial Services, New Business Development, Process Improvement, Investments, Sales, Talent Management, Program Management, Market Research, Underwriting, Business Strategy, Business Planning, Enterprise Risk..., Reinsurance, Financial Risk, Project Planning, Public Speaking, Mergers, Portfolio Management, Executive Management, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1973
MPA, Public Administration
University of North Carolina at Chapel Hill 1966 — 1970
BA, Political Science
Duke University 1961 — 1965
Political Science, Military History
The Lawrenceville School 1958 — 1961
IPS Group February 2011 - Present
The Jacobson Group October 2006 - February 2010
The Richard Harrington Company 2001 - 2006
Credit Suisse 1999 - 2001
ARM Financial Group 1996 - 1999
Chalke Consulting 1992 - 1996
SEI Investments 1988 - 1992
KPMG Peat Marwick 1983 - 1988
LOMA 1978 - 1983
JL Minton & Associates 1973 - 1978
Skills
Management, Strategy, Business Development, Mergers & Acquisitions, Executive Search, Insurance, Casualty, Property & Casualty..., Recruiting, Financial Services, New Business Development, Process Improvement, Investments, Sales, Talent Management, Program Management, Market Research, Underwriting, Business Strategy, Business Planning, Enterprise Risk..., Reinsurance, Financial Risk, Project Planning, Public Speaking, Mergers, Portfolio Management, Executive Management, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1973
MPA, Public Administration
University of North Carolina at Chapel Hill 1966 — 1970
BA, Political Science
Duke University 1961 — 1965
Political Science, Military History
The Lawrenceville School 1958 — 1961
Echo Huang, CPA, CFP®'s KPMG Peat Marwick Experience February 1997 - November 2000
Job Experienced Financial Advisor and Business Owner
Industry Financial Services
Experience
Echo Wealth Management, LLC March 2015 - Present
The Advocate Group November 2005 - February 2015
LPL Financial February 2003 - November 2005
RSM McGladrey November 2000 - February 2003
KPMG Peat Marwick February 1997 - November 2000
West Publishing June 1995 - February 1997
Skills
Finance, Financial Planning, Financial Advisory, Retirement Planning, Investments, Estate Planning, Retirement, Investment Advisory, Securities, Investment Management
Education
College for Financial Planning 1999 — 2000
CFP Courses, Financial Planning
Winona State University 1993 — 1995
BS, Accounting
University of Idaho 1992 — 1993
Accounting and Finance
Shenzhen School of Business and Economics 1985 — 1988
Diploma, Accounting
Echo Wealth Management, LLC March 2015 - Present
The Advocate Group November 2005 - February 2015
LPL Financial February 2003 - November 2005
RSM McGladrey November 2000 - February 2003
KPMG Peat Marwick February 1997 - November 2000
West Publishing June 1995 - February 1997
Skills
Finance, Financial Planning, Financial Advisory, Retirement Planning, Investments, Estate Planning, Retirement, Investment Advisory, Securities, Investment Management
Education
College for Financial Planning 1999 — 2000
CFP Courses, Financial Planning
Winona State University 1993 — 1995
BS, Accounting
University of Idaho 1992 — 1993
Accounting and Finance
Shenzhen School of Business and Economics 1985 — 1988
Diploma, Accounting
Dennis Stanton's KPMG Peat Marwick Experience June 1985 - April 1991
Job Owner at Swedish Bakery, Inc.
Industry Food & Beverages
Experience
Swedish Bakery, Inc. April 1991 - Present
KPMG Peat Marwick June 1985 - April 1991
Stokes Gray Communications 1983 - 1985
Valtec Associates, Inc 1982 - 1983
Federal Reserve Bank of Chicago 1979 - 1981
Skills
Entrepreneurship, Business Strategy, Strategy, Small Business, Marketing Strategy, Strategic Planning, Sales Management, Negotiation, Customer Service, FMCG, Financial Analysis, Online Marketing, Budgets, Microsoft Office, Microsoft Excel, New Business Development, Start-ups, Business Planning, Marketing, Management, Food
Education
DePaul University 1979 — 1981
MBA, Finance
DePaul University 1975 — 1979
BSC, Economics
Swedish Bakery, Inc. April 1991 - Present
KPMG Peat Marwick June 1985 - April 1991
Stokes Gray Communications 1983 - 1985
Valtec Associates, Inc 1982 - 1983
Federal Reserve Bank of Chicago 1979 - 1981
Skills
Entrepreneurship, Business Strategy, Strategy, Small Business, Marketing Strategy, Strategic Planning, Sales Management, Negotiation, Customer Service, FMCG, Financial Analysis, Online Marketing, Budgets, Microsoft Office, Microsoft Excel, New Business Development, Start-ups, Business Planning, Marketing, Management, Food
Education
DePaul University 1979 — 1981
MBA, Finance
DePaul University 1975 — 1979
BSC, Economics
Rob Meilen Rob Meilen's KPMG Peat Marwick Experience 1993 - 1994
Job Chief Information Officer at Hunter Douglas
Industry Retail
Experience
Hunter Douglas June 2011 - Present
Sports Authority, Inc 2004 - May 2011
Limited Brands 1999 - 2004
New York & Company 1997 - 1999
Ann Taylor 1994 - September 1997
KPMG Peat Marwick 1993 - 1994
Andersen Consulting 1987 - 1993
Skills
Global Management, Executive Management, Organizational..., Strategic Thinking, Process Improvement, Information Technology, Program Management, Retail, Manufacturing, Distribution, eCommerce, SAP, Strategy, Business Intelligence, E-commerce, Outsourcing, Management, Vendor Management, Cross-functional Team..., CRM, Team Building, ERP, Enterprise Architecture, Outstanding..., Leadership, Integration, Business Analysis, Business Process
Education
Dartmouth College 1980 — 1985
BA, Computer Science
Morristown High School
Hunter Douglas June 2011 - Present
Sports Authority, Inc 2004 - May 2011
Limited Brands 1999 - 2004
New York & Company 1997 - 1999
Ann Taylor 1994 - September 1997
KPMG Peat Marwick 1993 - 1994
Andersen Consulting 1987 - 1993
Skills
Global Management, Executive Management, Organizational..., Strategic Thinking, Process Improvement, Information Technology, Program Management, Retail, Manufacturing, Distribution, eCommerce, SAP, Strategy, Business Intelligence, E-commerce, Outsourcing, Management, Vendor Management, Cross-functional Team..., CRM, Team Building, ERP, Enterprise Architecture, Outstanding..., Leadership, Integration, Business Analysis, Business Process
Education
Dartmouth College 1980 — 1985
BA, Computer Science
Morristown High School
Patricia Ceglio Johnson Patricia Ceglio Johnson's KPMG Peat Marwick Experience 1994 - 1996
Job Sr. Vice President, JLT Specialty Insurance Services Inc.
Industry Insurance
Experience
JLT Specialty Insurance Services Inc. April 2015 - Present
Krauter & Company March 2015 - April 2015
Krauter & Company LLC February 2005 - March 2015
Aon 1997 - February 2005
Pepsi Cola 1996 - 1997
KPMG Peat Marwick 1994 - 1996
Alexander & Alexander (Aon) 1989 - 1994
Skills
Legal Liability, Workers Compensation, Claim, Casualty, Training, Property & Casualty..., Liability, Claims Management, Casualty Insurance, Commercial Insurance, Insurance, Employee Benefits, Professional Liability, Underwriting, Brokers, General Insurance, Risk Management, Reinsurance, Health Insurance
Education
College of Mount Saint Vincent 1982 — 1986
Bachelor of Arts
College of Mount Saint Vincent
Bachelor of Arts (B.A.), Psychology, Minor in Business Administration
JLT Specialty Insurance Services Inc. April 2015 - Present
Krauter & Company March 2015 - April 2015
Krauter & Company LLC February 2005 - March 2015
Aon 1997 - February 2005
Pepsi Cola 1996 - 1997
KPMG Peat Marwick 1994 - 1996
Alexander & Alexander (Aon) 1989 - 1994
Skills
Legal Liability, Workers Compensation, Claim, Casualty, Training, Property & Casualty..., Liability, Claims Management, Casualty Insurance, Commercial Insurance, Insurance, Employee Benefits, Professional Liability, Underwriting, Brokers, General Insurance, Risk Management, Reinsurance, Health Insurance
Education
College of Mount Saint Vincent 1982 — 1986
Bachelor of Arts
College of Mount Saint Vincent
Bachelor of Arts (B.A.), Psychology, Minor in Business Administration
Robert F Cummings's KPMG Peat Marwick Experience 1980 - 1986
Job CPA with Operations, Tax and Technology background
Industry Financial Services
Experience
Owens & Company LLC, CPA's January 2014 - Present
Northwestern Mutual August 2012 - November 2013
Apple Retail July 2011 - September 2012
H&R Block 2011 - April 2012
SS&C Technologies February 1999 - March 2011
Red Oak Hill 1994 - 2005
The Futures Group 1995 - 1999
Ernst & Young June 1989 - June 1995
Halcyon, Ltd 1986 - 1995
KPMG Peat Marwick 1980 - 1986
Education
MPS/Avon Old Farms 2003 — 2009
College of the Holy Cross 1976 — 1980
AB, Economics-Accounting
Owens & Company LLC, CPA's January 2014 - Present
Northwestern Mutual August 2012 - November 2013
Apple Retail July 2011 - September 2012
H&R Block 2011 - April 2012
SS&C Technologies February 1999 - March 2011
Red Oak Hill 1994 - 2005
The Futures Group 1995 - 1999
Ernst & Young June 1989 - June 1995
Halcyon, Ltd 1986 - 1995
KPMG Peat Marwick 1980 - 1986
Education
MPS/Avon Old Farms 2003 — 2009
College of the Holy Cross 1976 — 1980
AB, Economics-Accounting
Janet Rhodes Friedman, CFP®, CDFA™ Janet Rhodes Friedman, CFP®, CDFA™'s KPMG Peat Marwick Experience 1984 - 1987
Job Feeonly Financial Planner, Investment Advisor and Divorce Financial Planner at Abaris Financial Group, LLC
Industry Financial Services
Experience
Abaris Financial Group LLC 2009 - Present
Concord Public Schools & Concord Carlisle Regional School District 2006 - Present
Insight Experience, Inc. 2005 - 2009
Fidelity Investments 1987 - 1995
KPMG Peat Marwick 1984 - 1987
First Atlanta (now Wells Fargo) 1978 - 1982
Skills
Financial Planning, Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Retirement, Investment Management, Divorce Financial..., Divorce, College Funding, College Funding..., Financial Literacy, Financial Advisory, Estate Planning, Mutual Funds, Freelance Writing, Personal Finance, Finance, Financial Services, Budgeting, Strategy, Strategic Planning, Management, Leadership, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
MBA
Duke University 1974 — 1978
AB cum laude, Management Science
Abaris Financial Group LLC 2009 - Present
Concord Public Schools & Concord Carlisle Regional School District 2006 - Present
Insight Experience, Inc. 2005 - 2009
Fidelity Investments 1987 - 1995
KPMG Peat Marwick 1984 - 1987
First Atlanta (now Wells Fargo) 1978 - 1982
Skills
Financial Planning, Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Retirement, Investment Management, Divorce Financial..., Divorce, College Funding, College Funding..., Financial Literacy, Financial Advisory, Estate Planning, Mutual Funds, Freelance Writing, Personal Finance, Finance, Financial Services, Budgeting, Strategy, Strategic Planning, Management, Leadership, Equities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
MBA
Duke University 1974 — 1978
AB cum laude, Management Science
Gina Jones, MPS's KPMG Peat Marwick Experience May 1993 - August 1994
Job Legal Recruiter at Robert Half Legal
Industry Staffing and Recruiting
Experience
Robert Half Legal March 2015 - Present
Accountemps September 2013 - March 2015
United Airlines September 2004 - June 2008
United Airlines March 2001 - September 2004
Davis Staffing, Inc. November 1997 - March 2001
Davis Staffing, Inc. August 1996 - November 1997
VITAS Innovative Hospice Care August 1994 - September 1995
KPMG Peat Marwick May 1993 - August 1994
U.S. Army February 1988 - June 1993
Skills
Team Building, Nonprofits, Training, Leadership Development, Management, Strategic Planning, Recruiting, Interviews, Human Resources, Policy, Employee Training, Analysis, Coaching, Sales, Leadership, Program Management, Fundraising, Organizational...
Education
DePaul University 2010 — 2013
Master of Science, Public Service Management
DePaul University 2006 — 2010
Bachelor of Arts, Pre-Law
Crete Monee High School
Crete Monee High School
Crete Monee High School
Robert Half Legal March 2015 - Present
Accountemps September 2013 - March 2015
United Airlines September 2004 - June 2008
United Airlines March 2001 - September 2004
Davis Staffing, Inc. November 1997 - March 2001
Davis Staffing, Inc. August 1996 - November 1997
VITAS Innovative Hospice Care August 1994 - September 1995
KPMG Peat Marwick May 1993 - August 1994
U.S. Army February 1988 - June 1993
Skills
Team Building, Nonprofits, Training, Leadership Development, Management, Strategic Planning, Recruiting, Interviews, Human Resources, Policy, Employee Training, Analysis, Coaching, Sales, Leadership, Program Management, Fundraising, Organizational...
Education
DePaul University 2010 — 2013
Master of Science, Public Service Management
DePaul University 2006 — 2010
Bachelor of Arts, Pre-Law
Crete Monee High School
Crete Monee High School
Crete Monee High School
Kristen VonBusch Kristen VonBusch's KPMG Peat Marwick Experience May 1995 - December 1997
Job Marketing Operations Manager, Administration, Hospitality, Restaurants
Industry Hospitality
Experience
Northcott Hospitality January 1997 - Present
KPMG Peat Marwick May 1995 - December 1997
Ernst & Young January 1993 - May 1995
Apple American Group June 1990 - January 1993
Skills
Event Management, Social Media Marketing, Email Marketing, Brand Awareness, Brand Management, Hospitality, Budgets, Leadership, Advertising, Marketing, Management, Restaurants, Franchising, Training, Customer Service, Food & Beverage, Public Relations, Restaurant Management
Education
Concordia University-St. Paul 1992 — 1994
Organizational Management/Communications
University of Minnesota-Twin Cities 1983 — 1986
Liberal Arts
Northcott Hospitality January 1997 - Present
KPMG Peat Marwick May 1995 - December 1997
Ernst & Young January 1993 - May 1995
Apple American Group June 1990 - January 1993
Skills
Event Management, Social Media Marketing, Email Marketing, Brand Awareness, Brand Management, Hospitality, Budgets, Leadership, Advertising, Marketing, Management, Restaurants, Franchising, Training, Customer Service, Food & Beverage, Public Relations, Restaurant Management
Education
Concordia University-St. Paul 1992 — 1994
Organizational Management/Communications
University of Minnesota-Twin Cities 1983 — 1986
Liberal Arts
David Pezza David Pezza's KPMG Peat Marwick Experience December 1979 - August 1985
Job Partner at Pircher, Nichols & Meeks
Industry Real Estate
Experience
Pircher, Nichols & Meeks January 2007 - Present
Seyfarth Shaw April 2001 - January 2007
Roosevelt University January 2004 - June 2006
European American Realty, Ltd. March 1994 - March 2001
DLA Piper (formerly Rudnick & Wolfe) August 1985 - March 1994
KPMG Peat Marwick December 1979 - August 1985
Skills
Real Estate, Real Estate Development, Disposition, Finance, Sellers, Negotiation, Acquisitions, Loans, Restructuring, Tax, Joint Ventures, Real Estate Transactions, Litigation, Corporate Law, Due Diligence
Education
DePaul University College of Law 1981 — 1985
Law, Law
DePaul University 1979 — 1981
BS, Accounting
Immaculate conception
Pircher, Nichols & Meeks January 2007 - Present
Seyfarth Shaw April 2001 - January 2007
Roosevelt University January 2004 - June 2006
European American Realty, Ltd. March 1994 - March 2001
DLA Piper (formerly Rudnick & Wolfe) August 1985 - March 1994
KPMG Peat Marwick December 1979 - August 1985
Skills
Real Estate, Real Estate Development, Disposition, Finance, Sellers, Negotiation, Acquisitions, Loans, Restructuring, Tax, Joint Ventures, Real Estate Transactions, Litigation, Corporate Law, Due Diligence
Education
DePaul University College of Law 1981 — 1985
Law, Law
DePaul University 1979 — 1981
BS, Accounting
Immaculate conception
Shawn Pickens Shawn Pickens's KPMG Peat Marwick Experience November 1993 - November 1994
Job Forensic Investigations and Insurance Claims Consulting Director at The Claro Group
Industry Accounting
Experience
The Claro Group December 2012 - Present
Quantum Partners March 2010 - November 2012
RIMS Houston Chapter June 2008 - June 2011
Independent Consultant May 2009 - March 2010
Deloitte November 1994 - May 2009
KPMG Peat Marwick November 1993 - November 1994
Skills
Forensic Accounting, Litigation Support, Insurance Claims, Forensic Investigations, Financial Institutions, Airlines, Enterprise Risk..., Risk Mitigation, Risk Management, Oil/Gas, Petrochemical, Internal Audit, Consulting, Financial Analysis, Forensic Analysis, Insurance, Fraud, Certified Fraud Examiner, Due Diligence, Internal Controls, Finance, Analysis, Business Valuation, CPA, Auditing, Sarbanes-Oxley Act, SEC filings, Financial Modeling, Claim, Mergers & Acquisitions, Restructuring, Financial Risk, Valuation, FCPA, Litigation Consulting
Education
Drake University 1989 — 1993
BSBA, Accounting
Culver 1985 — 1988
The Claro Group December 2012 - Present
Quantum Partners March 2010 - November 2012
RIMS Houston Chapter June 2008 - June 2011
Independent Consultant May 2009 - March 2010
Deloitte November 1994 - May 2009
KPMG Peat Marwick November 1993 - November 1994
Skills
Forensic Accounting, Litigation Support, Insurance Claims, Forensic Investigations, Financial Institutions, Airlines, Enterprise Risk..., Risk Mitigation, Risk Management, Oil/Gas, Petrochemical, Internal Audit, Consulting, Financial Analysis, Forensic Analysis, Insurance, Fraud, Certified Fraud Examiner, Due Diligence, Internal Controls, Finance, Analysis, Business Valuation, CPA, Auditing, Sarbanes-Oxley Act, SEC filings, Financial Modeling, Claim, Mergers & Acquisitions, Restructuring, Financial Risk, Valuation, FCPA, Litigation Consulting
Education
Drake University 1989 — 1993
BSBA, Accounting
Culver 1985 — 1988
Dan Glickman Dan Glickman's KPMG Peat Marwick Experience 1988 - 1991
Job Senior Managing Director at GE Antares Capital
Industry Investment Banking
Experience
General Electric - GE Antares Capital 2005 - Present
Antares Capital May 1996 - October 2005
Heller Financial 1991 - 1996
KPMG Peat Marwick 1988 - 1991
Skills
Private Equity, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Leveraged Finance, Capital Markets, Investment Banking, Financial Structuring, LBO, Structured Finance, Credit Analysis, Restructuring, Business Valuation, M&A experience
Education
DePaul University 1985 — 1989
Bachelor of Science, Accountancy
General Electric - GE Antares Capital 2005 - Present
Antares Capital May 1996 - October 2005
Heller Financial 1991 - 1996
KPMG Peat Marwick 1988 - 1991
Skills
Private Equity, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Leveraged Finance, Capital Markets, Investment Banking, Financial Structuring, LBO, Structured Finance, Credit Analysis, Restructuring, Business Valuation, M&A experience
Education
DePaul University 1985 — 1989
Bachelor of Science, Accountancy
Mary Beth Farrell Mary Beth Farrell's KPMG Peat Marwick Experience 1979 - 1987
Job Senior Executive, Progressive Leader with Extensive Operational and Finance Expertise
Industry Financial Services
Experience
MBF Advisory Services LLC June 2011 - Present
AXA Equitable November 1999 - May 2010
AXA Equitable 2009 - 2010
AXA Equitable 2004 - 2010
AXA Equitable 2003 - 2010
AXA Equitable 2002 - 2004
AXA Equitable 1999 - 2002
GreenPoint Financial * GreenPoint Bank 1994 - 1999
Citibank 1987 - 1994
KPMG Peat Marwick 1979 - 1987
Skills
Team Building, System Integrations, Re-Engineering &..., Finance, Budgeting, Margin Improvement, Outsourcing, Lean Sigma, Integration, Re-engineering, Six Sigma, Budgets, Financial Services, Recruiting, Accounting, Managerial Finance, Risk Management, Financial Reporting, Leadership, Strategic Planning, Strategic Financial..., Business Process..., Due Diligence, Strategy, Mergers & Acquisitions, Financial Modeling, Business Process, Management Consulting, Business Strategy, Auditing, Process Improvement, Investments, Talent Management, Sarbanes-Oxley Act, Sales Operations, Insurance, Executive Management, Mutual Funds, Financial Analysis, Business Analysis, Vendor Management, Analysis, Change Management, Banking, Management
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, Sustainability Management
University of Scranton
Bachelor of Science - Accounting * Graduated with Honors, Accounting & Business
MBF Advisory Services LLC June 2011 - Present
AXA Equitable November 1999 - May 2010
AXA Equitable 2009 - 2010
AXA Equitable 2004 - 2010
AXA Equitable 2003 - 2010
AXA Equitable 2002 - 2004
AXA Equitable 1999 - 2002
GreenPoint Financial * GreenPoint Bank 1994 - 1999
Citibank 1987 - 1994
KPMG Peat Marwick 1979 - 1987
Skills
Team Building, System Integrations, Re-Engineering &..., Finance, Budgeting, Margin Improvement, Outsourcing, Lean Sigma, Integration, Re-engineering, Six Sigma, Budgets, Financial Services, Recruiting, Accounting, Managerial Finance, Risk Management, Financial Reporting, Leadership, Strategic Planning, Strategic Financial..., Business Process..., Due Diligence, Strategy, Mergers & Acquisitions, Financial Modeling, Business Process, Management Consulting, Business Strategy, Auditing, Process Improvement, Investments, Talent Management, Sarbanes-Oxley Act, Sales Operations, Insurance, Executive Management, Mutual Funds, Financial Analysis, Business Analysis, Vendor Management, Analysis, Change Management, Banking, Management
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, Sustainability Management
University of Scranton
Bachelor of Science - Accounting * Graduated with Honors, Accounting & Business
Loran Hillesheim Loran Hillesheim's KPMG Peat Marwick Experience January 1989 - January 1992
Job Shareholder, CPA, HG&K, Ltd.
Industry Accounting
Experience
HG&K, Ltd. December 2001 - Present
Hubmer, Enstad, Ovik & Hillesheim, Ltd. January 1997 - November 2001
KPMG Peat Marwick January 1989 - January 1992
Ernst & Young January 1985 - December 1988
Education
University of Houston 1984 — 1987
Masters, Accountancy and Taxation
Drake University 1978 — 1982
BSBA, Accounting
HG&K, Ltd. December 2001 - Present
Hubmer, Enstad, Ovik & Hillesheim, Ltd. January 1997 - November 2001
KPMG Peat Marwick January 1989 - January 1992
Ernst & Young January 1985 - December 1988
Education
University of Houston 1984 — 1987
Masters, Accountancy and Taxation
Drake University 1978 — 1982
BSBA, Accounting
Christy Ball Christy Ball's KPMG Peat Marwick Experience November 1991 - May 1997
Job Associate Director of Advancement, Director of Annual Giving at Greens Farms Academy
Industry Education Management
Experience
Greens Farms Academy November 2008 - Present
Greens Farms Academy July 2008 - June 2009
KPMG Peat Marwick November 1991 - May 1997
Skills
Research, Stewardship, Volunteer Management, Fundraising, Nonprofits, Annual Giving, Prospect Research
Education
Denison University 1977 — 1981
BA, History
Greens Farms Academy November 2008 - Present
Greens Farms Academy July 2008 - June 2009
KPMG Peat Marwick November 1991 - May 1997
Skills
Research, Stewardship, Volunteer Management, Fundraising, Nonprofits, Annual Giving, Prospect Research
Education
Denison University 1977 — 1981
BA, History
Craig Becker Craig Becker's KPMG Peat Marwick Experience October 1979 - February 1988
Job Associate Vice President for Financial Planning at Lafayette College
Industry Higher Education
Experience
Lafayette College June 2015 - Present
Yeshiva University May 2012 - June 2015
The New School June 2009 - May 2012
Seton Hall University February 2000 - June 2009
Teachers College August 1992 - September 1997
KPMG Peat Marwick October 1979 - February 1988
Skills
Budgeting, Financial Reporting, Financial Management, Non-profits, Higher Education, Financial Planning, Managerial Finance, Financial Analysis, Budgets, Nonprofits, Strategy, Analysis, Management, Strategic Financial..., Program Management, Change Management, Research, Strategic Planning, Fundraising, Finance, Data Analysis, Leadership, Policy, Risk Management, Access, Financial Modeling, Higher Education..., Leadership Development, Grants, Staff Development, Public Speaking
Education
D'Amore-McKim School of Business at Northeastern University 1978 — 1979
MS, Accounting
University at Albany, SUNY 1974 — 1976
MPA, Public Administration
State University of New York College at Oneonta 1970 — 1974
BA, History
Lafayette College June 2015 - Present
Yeshiva University May 2012 - June 2015
The New School June 2009 - May 2012
Seton Hall University February 2000 - June 2009
Teachers College August 1992 - September 1997
KPMG Peat Marwick October 1979 - February 1988
Skills
Budgeting, Financial Reporting, Financial Management, Non-profits, Higher Education, Financial Planning, Managerial Finance, Financial Analysis, Budgets, Nonprofits, Strategy, Analysis, Management, Strategic Financial..., Program Management, Change Management, Research, Strategic Planning, Fundraising, Finance, Data Analysis, Leadership, Policy, Risk Management, Access, Financial Modeling, Higher Education..., Leadership Development, Grants, Staff Development, Public Speaking
Education
D'Amore-McKim School of Business at Northeastern University 1978 — 1979
MS, Accounting
University at Albany, SUNY 1974 — 1976
MPA, Public Administration
State University of New York College at Oneonta 1970 — 1974
BA, History
Kip Ford, CPA Kip Ford, CPA's KPMG Peat Marwick Experience August 1981 - April 1986
Job VP Finance & Accounting at Connolly, LLC
Industry Financial Services
Experience
Connolly, LLC July 2012 - December 2013
Connolly, Inc. 2004 - October 2012
Harbour Consulting January 2001 - September 2004
Launchpad Venture Group 2002 - 2004
Hancock Natural Resource Group (HNRG) April 1990 - January 2001
Gulf Resources & Chemical Corporation April 1986 - April 1990
KPMG Peat Marwick August 1981 - April 1986
Skills
Financial Analysis, Contract Negotiation, Strategic Planning, Managerial Finance, Forecasting, Financial Reporting, Budgets, Microsoft Excel, Strategy, Management, Auditing, Accounting, Internal Controls, Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Mergers, Finance, Team Building, Leadership
Education
University of Bridgeport 1978 — 1981
BS, Accounting
Colorado College
Liberal Arts
Tabor Academy
Connolly, LLC July 2012 - December 2013
Connolly, Inc. 2004 - October 2012
Harbour Consulting January 2001 - September 2004
Launchpad Venture Group 2002 - 2004
Hancock Natural Resource Group (HNRG) April 1990 - January 2001
Gulf Resources & Chemical Corporation April 1986 - April 1990
KPMG Peat Marwick August 1981 - April 1986
Skills
Financial Analysis, Contract Negotiation, Strategic Planning, Managerial Finance, Forecasting, Financial Reporting, Budgets, Microsoft Excel, Strategy, Management, Auditing, Accounting, Internal Controls, Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Mergers, Finance, Team Building, Leadership
Education
University of Bridgeport 1978 — 1981
BS, Accounting
Colorado College
Liberal Arts
Tabor Academy
Fred Francis Fred Francis's KPMG Peat Marwick Experience June 1976 - June 1980
Job Senior Financial Executive With Broad Global Exposure
Industry Financial Services
Experience
GRSib Limited January 2008 - Present
North Star Capital Management Ltd. January 2008 - Present
RBC Dexia January 2005 - June 2007
RBC 2002 - 2005
Royal Trust June 1980 - December 2001
KPMG Peat Marwick June 1976 - June 1980
Skills
Asset Managment, Alternative Investments, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Asset Management, Corporate Finance, Portfolio Management, Trading, Banking, Risk Management, Capital Markets, Financial Markets, Derivatives, FX Options, Bonds, Structured Products, Options, Finance, Equity Derivatives, Investment Management, Foreign Exchange
Education
McGill University 1977 — 1980
Graduate Diploma in Public Accounting
Concordia University 1974 — 1977
Bachelor of Commerce, Business Administration and Computer Science
GRSib Limited January 2008 - Present
North Star Capital Management Ltd. January 2008 - Present
RBC Dexia January 2005 - June 2007
RBC 2002 - 2005
Royal Trust June 1980 - December 2001
KPMG Peat Marwick June 1976 - June 1980
Skills
Asset Managment, Alternative Investments, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Asset Management, Corporate Finance, Portfolio Management, Trading, Banking, Risk Management, Capital Markets, Financial Markets, Derivatives, FX Options, Bonds, Structured Products, Options, Finance, Equity Derivatives, Investment Management, Foreign Exchange
Education
McGill University 1977 — 1980
Graduate Diploma in Public Accounting
Concordia University 1974 — 1977
Bachelor of Commerce, Business Administration and Computer Science
Lisa Fallon Lisa Fallon's KPMG Peat Marwick Experience 1995 - 1996
Job Corporate Controller at Pinnacle Medical Partners
Industry Accounting
Experience
Pinnacle Medical Partners March 2015 - Present
Lisa Fallon Consulting (ISKGen) September 2010 - Present
Alfalfa's Market, Inc August 2013 - March 2015
New Vector Partners March 2008 - August 2013
CaridianBCT June 2009 - August 2010
Wild Oats Markets October 2003 - February 2008
Watermill Express 2001 - 2003
Circadence 2000 - 2001
KPMG Peat Marwick 1995 - 1996
Arthur Andersen 1991 - 1994
Skills
Forecasting, Financial Reporting, Accounting, Financial Analysis, Budget, Business Planning, Financial Modeling, Process Improvement, Strategic Planning, Budgets, Finance, Analysis, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Management, Financial Planning
Education
Creighton University 1987 — 1989
MBA
Creighton University 1983 — 1987
BSBA, Finance and Accounting
Pinnacle Medical Partners March 2015 - Present
Lisa Fallon Consulting (ISKGen) September 2010 - Present
Alfalfa's Market, Inc August 2013 - March 2015
New Vector Partners March 2008 - August 2013
CaridianBCT June 2009 - August 2010
Wild Oats Markets October 2003 - February 2008
Watermill Express 2001 - 2003
Circadence 2000 - 2001
KPMG Peat Marwick 1995 - 1996
Arthur Andersen 1991 - 1994
Skills
Forecasting, Financial Reporting, Accounting, Financial Analysis, Budget, Business Planning, Financial Modeling, Process Improvement, Strategic Planning, Budgets, Finance, Analysis, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Management, Financial Planning
Education
Creighton University 1987 — 1989
MBA
Creighton University 1983 — 1987
BSBA, Finance and Accounting
Mike Cody's KPMG Peat Marwick Experience August 1987 - August 1991
Job Owner, Cody & Cody, LLC
Industry Law Practice
Experience
Cody & Cody, LLC January 1998 - Present
Guglielmo & Cody May 1995 - December 1997
KPMG Peat Marwick August 1987 - August 1991
Skills
Estate Planning, Estate Administration, Elder Law, Asset Protection, Wills, LLC, Long-term Care, Powers of Attorney, Guardianship, Trusts, Tax, Business Formation, Estate Tax Planning, Tax Law, CPA, Legal Research, Financial Planning, Mergers & Acquisitions
Education
The University of Connecticut School of Law 1991 — 1994
Juris Doctor, Law
College of the Holy Cross 1983 — 1987
Bachelor of Arts (B.A.), Economics/Accounting
Cody & Cody, LLC January 1998 - Present
Guglielmo & Cody May 1995 - December 1997
KPMG Peat Marwick August 1987 - August 1991
Skills
Estate Planning, Estate Administration, Elder Law, Asset Protection, Wills, LLC, Long-term Care, Powers of Attorney, Guardianship, Trusts, Tax, Business Formation, Estate Tax Planning, Tax Law, CPA, Legal Research, Financial Planning, Mergers & Acquisitions
Education
The University of Connecticut School of Law 1991 — 1994
Juris Doctor, Law
College of the Holy Cross 1983 — 1987
Bachelor of Arts (B.A.), Economics/Accounting
Jim Macpherson, CA, CIRP, C.Dir. Jim Macpherson, CA, CIRP, C.Dir.'s KPMG Peat Marwick Experience 1984 - 1988
Job President, Macpherson & Associates Inc.
Industry Accounting
Experience
Rouge Valley Health System June 2013 - Present
Macpherson & Associates Inc October 2011 - Present
Veridian Corporation 2006 - Present
Shimmerman Penn Title &Associates Inc September 2006 - September 2011
Ontario Ministry of Finance January 2005 - August 2006
Mintz & Partners LLP November 1995 - December 2004
BDO Dunwoody Limited 1994 - 1996
KPMG Peat Marwick 1984 - 1988
Skills
Accounting, Bankruptcy, Cash Flow, Restructuring, Corporate Recovery, Team Building, Valuation, Risk Management, Strategy, Financial Reporting, Liquidation, IFRS, Forecasting, Enterprise Risk..., Corporate Governance, Business Planning, Receiverships, Debt Restructuring, Business Advisory, GAAP, Budgets, Financial Analysis, Start-ups, Executive Management, Managerial Finance, Corporate Finance, Finance, Business Strategy, Business Process...
Education
Deakin University 1980 — 1984
B.Comm, Economics, Accounting, Law
St Joseph's College 1973 — 1980
Hgh School
McMaster University
Rouge Valley Health System June 2013 - Present
Macpherson & Associates Inc October 2011 - Present
Veridian Corporation 2006 - Present
Shimmerman Penn Title &Associates Inc September 2006 - September 2011
Ontario Ministry of Finance January 2005 - August 2006
Mintz & Partners LLP November 1995 - December 2004
BDO Dunwoody Limited 1994 - 1996
KPMG Peat Marwick 1984 - 1988
Skills
Accounting, Bankruptcy, Cash Flow, Restructuring, Corporate Recovery, Team Building, Valuation, Risk Management, Strategy, Financial Reporting, Liquidation, IFRS, Forecasting, Enterprise Risk..., Corporate Governance, Business Planning, Receiverships, Debt Restructuring, Business Advisory, GAAP, Budgets, Financial Analysis, Start-ups, Executive Management, Managerial Finance, Corporate Finance, Finance, Business Strategy, Business Process...
Education
Deakin University 1980 — 1984
B.Comm, Economics, Accounting, Law
St Joseph's College 1973 — 1980
Hgh School
McMaster University
Meyer Tanuan Meyer Tanuan's KPMG Peat Marwick Experience 1992 - 1993
Job Professor at Conestoga College
Industry Computer Software
Experience
Conestoga College August 2002 - Present
SAP January 2013 - Present
Sybase October 2000 - December 2012
Jamesway Incubator Company April 1999 - September 2000
Descartes Systems Group June 1995 - March 1999
USAID 1993 - 1995
KPMG Peat Marwick 1992 - 1993
Jupiter Systems, Inc. 1991 - 1992
San Miguel Corporation 1987 - 1991
Skills
Mobile App Dev, Software Engineering, Java, JavaScript, C, Visual Studio, Mobile Applications, ERP, Software Development, Program Management, SQL, Business Process Design, XML, Databases, Linux, ASP.NET, MySQL, C++, C#, Quality Assurance, Programming, Microsoft SQL Server, Lecturing, Scrum, Software Design, Agile Methodologies, Mentoring
Education
University of Waterloo 1997 — 2001
MMath
De La Salle University 1990 — 1995
MBA
University of the Philippines 1983 — 1987
BCS
Conestoga College August 2002 - Present
SAP January 2013 - Present
Sybase October 2000 - December 2012
Jamesway Incubator Company April 1999 - September 2000
Descartes Systems Group June 1995 - March 1999
USAID 1993 - 1995
KPMG Peat Marwick 1992 - 1993
Jupiter Systems, Inc. 1991 - 1992
San Miguel Corporation 1987 - 1991
Skills
Mobile App Dev, Software Engineering, Java, JavaScript, C, Visual Studio, Mobile Applications, ERP, Software Development, Program Management, SQL, Business Process Design, XML, Databases, Linux, ASP.NET, MySQL, C++, C#, Quality Assurance, Programming, Microsoft SQL Server, Lecturing, Scrum, Software Design, Agile Methodologies, Mentoring
Education
University of Waterloo 1997 — 2001
MMath
De La Salle University 1990 — 1995
MBA
University of the Philippines 1983 — 1987
BCS
Nancy Tubbs's KPMG Peat Marwick Experience February 1988 - January 1990
Job
Industry Public Relations and Communications
Experience
FullCalendar May 2001 - Present
Intuit January 1997 - June 2000
Dole Fresh Vegetables January 1995 - January 1997
Unilever / Lever Brothers January 1990 - January 1995
KPMG Peat Marwick February 1988 - January 1990
Accenture August 1982 - May 1985
Skills
Publicity, Promotions, Events, Event publicity, Event promotion, Advertising, Online Advertising, Event Planning, Marketing, Event Marketing Strategy, Marketing Event Planning, Marketing Strategy, Product Development, FMCG, Product Management, Brand Development, Entrepreneurship, Start-ups, Market Research, Public Relations, Strategic Partnerships, Product Marketing, Business Development, Internet Entrepreneur, Management Consulting, Strategic Planning, Management, Brand Management
Education
The University of Chicago 1985 — 1987
MBA
The University of Chicago - Booth School of Business 1985 — 1987
MBA
ESSEC Business School 1986 — 1986
IESE Business School 1986 — 1986
Cornell University 1980 — 1982
BS
FullCalendar May 2001 - Present
Intuit January 1997 - June 2000
Dole Fresh Vegetables January 1995 - January 1997
Unilever / Lever Brothers January 1990 - January 1995
KPMG Peat Marwick February 1988 - January 1990
Accenture August 1982 - May 1985
Skills
Publicity, Promotions, Events, Event publicity, Event promotion, Advertising, Online Advertising, Event Planning, Marketing, Event Marketing Strategy, Marketing Event Planning, Marketing Strategy, Product Development, FMCG, Product Management, Brand Development, Entrepreneurship, Start-ups, Market Research, Public Relations, Strategic Partnerships, Product Marketing, Business Development, Internet Entrepreneur, Management Consulting, Strategic Planning, Management, Brand Management
Education
The University of Chicago 1985 — 1987
MBA
The University of Chicago - Booth School of Business 1985 — 1987
MBA
ESSEC Business School 1986 — 1986
IESE Business School 1986 — 1986
Cornell University 1980 — 1982
BS
Dale Boylston's KPMG Peat Marwick Experience September 1987 - November 1992
Job
Industry Hospital & Health Care
Experience
Vanderbilt Health Affiliated Network, LLC February 2015 - Present
Health Experience Partners, Inc. January 2011 - Present
Progressive Healthcare, Inc. June 2013 - February 2015
Connect Healthcare January 2011 - June 2013
Transform Healthcare, LLC January 2008 - December 2010
Greystone.Net June 2000 - October 2007
Ernst & Young, LLP September 1997 - March 2000
CSC Healthcare June 1996 - September 1997
APM November 1992 - June 1996
KPMG Peat Marwick September 1987 - November 1992
Skills
Healthcare, Thought Leadership, Cross-functional Team..., Start-ups, New Business Development, Strategic Planning, Healthcare Consulting, Product Development, P&L Responsibilities, Strategic Partnerships, Social Networking, Digital Strategy, Internet strategy..., Mobile Internet, eHealth, mHealth, Business Intelligence, Executive Management, Corporate Development, Process Improvement, Practice Management, Mobile Health, Management, Leadership, P&L Management, Business Strategy, Strategy, Program Management, Business Development, Healthcare Industry, Entrepreneurship, Analytics, Management Consulting, Consulting, Competitive Analysis
Education
Dartmouth College 1979 — 1983
B.A., Economics and Health Care Studies
Vanderbilt Health Affiliated Network, LLC February 2015 - Present
Health Experience Partners, Inc. January 2011 - Present
Progressive Healthcare, Inc. June 2013 - February 2015
Connect Healthcare January 2011 - June 2013
Transform Healthcare, LLC January 2008 - December 2010
Greystone.Net June 2000 - October 2007
Ernst & Young, LLP September 1997 - March 2000
CSC Healthcare June 1996 - September 1997
APM November 1992 - June 1996
KPMG Peat Marwick September 1987 - November 1992
Skills
Healthcare, Thought Leadership, Cross-functional Team..., Start-ups, New Business Development, Strategic Planning, Healthcare Consulting, Product Development, P&L Responsibilities, Strategic Partnerships, Social Networking, Digital Strategy, Internet strategy..., Mobile Internet, eHealth, mHealth, Business Intelligence, Executive Management, Corporate Development, Process Improvement, Practice Management, Mobile Health, Management, Leadership, P&L Management, Business Strategy, Strategy, Program Management, Business Development, Healthcare Industry, Entrepreneurship, Analytics, Management Consulting, Consulting, Competitive Analysis
Education
Dartmouth College 1979 — 1983
B.A., Economics and Health Care Studies
Khang Tran's KPMG Peat Marwick Experience 1994 - 1998
Job
Industry Financial Services
Experience
KPMG October 2007 - Present
Chatham Financial July 2005 - October 2007
Freddie Mac August 2002 - July 2005
Arthur Andersen 1998 - 2002
KPMG Peat Marwick 1994 - 1998
Skills
Derivatives, Structured Finance, Income Tax, Accounting, Tax Accounting, Financial Modeling, Auditing, Internal Controls, SEC filings, Financial Analysis, Tax, Due Diligence, Corporate Tax
Education
Drexel University 1989 — 1993
BS, Accounting
KPMG October 2007 - Present
Chatham Financial July 2005 - October 2007
Freddie Mac August 2002 - July 2005
Arthur Andersen 1998 - 2002
KPMG Peat Marwick 1994 - 1998
Skills
Derivatives, Structured Finance, Income Tax, Accounting, Tax Accounting, Financial Modeling, Auditing, Internal Controls, SEC filings, Financial Analysis, Tax, Due Diligence, Corporate Tax
Education
Drexel University 1989 — 1993
BS, Accounting
Kay Sugarbaker's KPMG Peat Marwick Experience June 1997 - January 1999
Job Director at KPMG
Industry Information Technology and Services
Experience
KPMG US October 2011 - Present
KPMG US October 2009 - October 2011
KPMG US January 1999 - October 2009
KPMG Peat Marwick June 1997 - January 1999
Price Waterhouse, LLC May 1993 - November 1996
Skills
Scrum, PMP, Project Management, IT Strategy, Business Analysis, PMO, SharePoint, Management, Enterprise Architecture, SDLC, Project Portfolio..., Software Project..., Project Delivery
Education
Sweet Briar College 1989 — 1993
BA, Economics, Computer Science
Curtin University 1992 — 1992
Australian Studies, Tropical Ecosystems
KPMG US October 2011 - Present
KPMG US October 2009 - October 2011
KPMG US January 1999 - October 2009
KPMG Peat Marwick June 1997 - January 1999
Price Waterhouse, LLC May 1993 - November 1996
Skills
Scrum, PMP, Project Management, IT Strategy, Business Analysis, PMO, SharePoint, Management, Enterprise Architecture, SDLC, Project Portfolio..., Software Project..., Project Delivery
Education
Sweet Briar College 1989 — 1993
BA, Economics, Computer Science
Curtin University 1992 — 1992
Australian Studies, Tropical Ecosystems
Jolie Fries Singer's KPMG Peat Marwick Experience September 1987 - August 1993
Job Chief of Staff and Chief Communications Officer at NewYorkPresbyterian Hospital
Industry Hospital & Health Care
Experience
NewYork-Presbyterian Hospital September 2011 - Present
NewYork-Presbyterian Hospital 2005 - 2011
NewYork-Presbyterian Hospital 2000 - 2005
NewYork-Presbyterian Hospital 1995 - 2000
The New York Hospital 1993 - 1995
KPMG Peat Marwick September 1987 - August 1993
Skills
Strategic Planning, Strategic Communications, Research, Quality Improvement, Public Relations, Public Health, Project Planning, Program Development, Nonprofits, Non-profits, Hospitals, Healthcare Management, Healthcare Information..., Healthcare Consulting, Healthcare, Fundraising, Event Planning, Clinical Research
Education
Yale University School of Medicine 1985 — 1987
MPH, Public Health
Cornell University 1981 — 1985
BS, Public Policy
NewYork-Presbyterian Hospital September 2011 - Present
NewYork-Presbyterian Hospital 2005 - 2011
NewYork-Presbyterian Hospital 2000 - 2005
NewYork-Presbyterian Hospital 1995 - 2000
The New York Hospital 1993 - 1995
KPMG Peat Marwick September 1987 - August 1993
Skills
Strategic Planning, Strategic Communications, Research, Quality Improvement, Public Relations, Public Health, Project Planning, Program Development, Nonprofits, Non-profits, Hospitals, Healthcare Management, Healthcare Information..., Healthcare Consulting, Healthcare, Fundraising, Event Planning, Clinical Research
Education
Yale University School of Medicine 1985 — 1987
MPH, Public Health
Cornell University 1981 — 1985
BS, Public Policy
David Wortsman's KPMG Peat Marwick Experience 1987 - 1990
Job Director, Accounting & Finance at Lawrence Foods, Inc.
Industry Nonprofit Organization Management
Experience
Lawrence Foods, Inc. February 2014 - Present
YMCA of Metropolitan Chicago January 2012 - February 2014
Tribune Company September 2010 - January 2012
Tribune Publishing July 2009 - September 2010
Tribune365 National Solutions Group March 2003 - 2009
Tribune Publishing 2000 - 2003
Chicago Tribune Media Group 1990 - 2000
KPMG Peat Marwick 1987 - 1990
Skills
Financial Analysis, Strategic Planning, Due Diligence, Sarbanes-Oxley Act, Budgets, Financial Modeling, Finance, Process Improvement, Financial Reporting, Accounting, Internal Controls, Financial Accounting, Strategic Financial..., Analysis, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Chicago
Bachelor, Accounting
Lawrence Foods, Inc. February 2014 - Present
YMCA of Metropolitan Chicago January 2012 - February 2014
Tribune Company September 2010 - January 2012
Tribune Publishing July 2009 - September 2010
Tribune365 National Solutions Group March 2003 - 2009
Tribune Publishing 2000 - 2003
Chicago Tribune Media Group 1990 - 2000
KPMG Peat Marwick 1987 - 1990
Skills
Financial Analysis, Strategic Planning, Due Diligence, Sarbanes-Oxley Act, Budgets, Financial Modeling, Finance, Process Improvement, Financial Reporting, Accounting, Internal Controls, Financial Accounting, Strategic Financial..., Analysis, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Chicago
Bachelor, Accounting
Catherine Kilian's KPMG Peat Marwick Experience 1990 - 1992
Job Senior Associate at PKF Consulting
Industry Hospitality
Experience
Colliers PKF Consulting Inc. 2009 - Present
Metropolitan Council for Educational Opportunity, Inc. 2003 - 2009
Renaissance Advisory Group 1995 - 2003
Landauer Realty Advisors, Inc. 1994 - 1995
Hotels of Distinction 1991 - 1993
KPMG Peat Marwick 1990 - 1992
Skills
Real Estate Development, Due Diligence, Revenue Analysis, Hospitality Industry, Hospitality Management, Resorts, Hotel Management, Hospitality, Food & Beverage, Tourism, Acquisition Due..., Franchise Selection, Strategic Communications, Public Affairs, Strategic Public...
Education
Massachusetts Institute of Technology 1988 — 1989
MS, Real Estate
Cornell University 1976 — 1980
BS, Hotel Administration
Colliers PKF Consulting Inc. 2009 - Present
Metropolitan Council for Educational Opportunity, Inc. 2003 - 2009
Renaissance Advisory Group 1995 - 2003
Landauer Realty Advisors, Inc. 1994 - 1995
Hotels of Distinction 1991 - 1993
KPMG Peat Marwick 1990 - 1992
Skills
Real Estate Development, Due Diligence, Revenue Analysis, Hospitality Industry, Hospitality Management, Resorts, Hotel Management, Hospitality, Food & Beverage, Tourism, Acquisition Due..., Franchise Selection, Strategic Communications, Public Affairs, Strategic Public...
Education
Massachusetts Institute of Technology 1988 — 1989
MS, Real Estate
Cornell University 1976 — 1980
BS, Hotel Administration
Jay Corscadden's KPMG Peat Marwick Experience 1987 - 1989
Job Managing Partner, Clarkston Merchant Partners
Industry Venture Capital & Private Equity
Experience
Metrigraphics LLC July 2010 - Present
FoodLogiQ January 2009 - Present
Clarkston Merchant Partners January 2008 - Present
HighRoads October 2004 - Present
Blacksmith Applications 2003 - Present
AH Ventures January 2001 - Present
Linkwell Communnications September 2007 - December 2010
Adams Harkness 1993 - 2000
Siemens 1989 - 1991
KPMG Peat Marwick 1987 - 1989
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
Providence College 1983 — 1987
Bachelor of Science (B.S.), Accounting
Wellesley High School 1980 — 1983
Metrigraphics LLC July 2010 - Present
FoodLogiQ January 2009 - Present
Clarkston Merchant Partners January 2008 - Present
HighRoads October 2004 - Present
Blacksmith Applications 2003 - Present
AH Ventures January 2001 - Present
Linkwell Communnications September 2007 - December 2010
Adams Harkness 1993 - 2000
Siemens 1989 - 1991
KPMG Peat Marwick 1987 - 1989
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
Providence College 1983 — 1987
Bachelor of Science (B.S.), Accounting
Wellesley High School 1980 — 1983
Laurie Krause's KPMG Peat Marwick Experience 1987 - 1990
Job Accounting Manager at WaterOne
Industry Utilities
Experience
WaterOne December 1990 - Present
KPMG June 1986 - December 1990
KPMG Peat Marwick 1987 - 1990
Skills
GAAP, SAP, Sarbanes-Oxley Act, Internal Controls, Strategic Planning, Financial Analysis, Analysis, Finance, Financial Reporting, Forecasting, CPA, Accounts Payable, Budgets
Education
University of Iowa 1984 — 1986
Master's degree, Accounting
Cornell College 1979 — 1983
WaterOne December 1990 - Present
KPMG June 1986 - December 1990
KPMG Peat Marwick 1987 - 1990
Skills
GAAP, SAP, Sarbanes-Oxley Act, Internal Controls, Strategic Planning, Financial Analysis, Analysis, Finance, Financial Reporting, Forecasting, CPA, Accounts Payable, Budgets
Education
University of Iowa 1984 — 1986
Master's degree, Accounting
Cornell College 1979 — 1983
Angela Banister's KPMG Peat Marwick Experience 1995 - 1997
Job Project Manager (Contract) at Robert Half Technology
Industry Information Technology and Services
Experience
Robert Half Technology January 2014 - March 2015
Robert Half Technology August 2013 - October 2013
Robert Half Technology May 2013 - July 2013
Accola.com March 2011 - February 2012
Honigman Miller Schwartz & Cohn June 2000 - February 2011
Honigman Miller Schwartz and Cohn LLP February 1999 - June 2000
Taylor & Associates 1997 - 1999
KPMG Peat Marwick 1995 - 1997
Skills
Change Management, Business Analysis, Project Management, SharePoint, Document Management, Software Documentation, Management, Process Improvement, Business Intelligence, Microsoft Office, Leadership, Visio, Team Building, Technical Support, Professional Services, Troubleshooting, Disaster Recovery, Microsoft Project, Aderant Expert, Aderant Practice Manager, Quickbooks, Business Continuity..., Disaster Recovery..., Management Consulting, IT Compliance, Office 365, Technical Documentation, Technical Training, Fundraising, Community Outreach, JIRA, Salesforce.com, ADP E-Time, Requirements Analysis, Business Requirements, Software Requirements, vis, Microsoft SQL Server, Issue Management, Financial Accounting, Consulting, Integration, Software Development, Customer Service, CRM, Databases
Education
Colorado Technical University 2005 — 2006
Master's of Science, Project Management
Oakland University 1989 — 1995
Bachelor of Science, Management Information Systems
Muskegon Senior High School
Robert Half Technology January 2014 - March 2015
Robert Half Technology August 2013 - October 2013
Robert Half Technology May 2013 - July 2013
Accola.com March 2011 - February 2012
Honigman Miller Schwartz & Cohn June 2000 - February 2011
Honigman Miller Schwartz and Cohn LLP February 1999 - June 2000
Taylor & Associates 1997 - 1999
KPMG Peat Marwick 1995 - 1997
Skills
Change Management, Business Analysis, Project Management, SharePoint, Document Management, Software Documentation, Management, Process Improvement, Business Intelligence, Microsoft Office, Leadership, Visio, Team Building, Technical Support, Professional Services, Troubleshooting, Disaster Recovery, Microsoft Project, Aderant Expert, Aderant Practice Manager, Quickbooks, Business Continuity..., Disaster Recovery..., Management Consulting, IT Compliance, Office 365, Technical Documentation, Technical Training, Fundraising, Community Outreach, JIRA, Salesforce.com, ADP E-Time, Requirements Analysis, Business Requirements, Software Requirements, vis, Microsoft SQL Server, Issue Management, Financial Accounting, Consulting, Integration, Software Development, Customer Service, CRM, Databases
Education
Colorado Technical University 2005 — 2006
Master's of Science, Project Management
Oakland University 1989 — 1995
Bachelor of Science, Management Information Systems
Muskegon Senior High School
Bryan Beavers's KPMG Peat Marwick Experience June 1989 - January 1992
Job IT Business Administrator at OU Health Sciences Center
Industry Higher Education
Experience
University of Oklahoma Health Sciences Center November 2005 - Present
MidFirst Bank March 1999 - November 2005
Fleming Foods January 1992 - March 1999
KPMG Peat Marwick June 1989 - January 1992
Skills
IT Financial Management, Activity Based..., IT Benchmarking, IT Cost Optimization, Cost Transparency, IT Business Management, Activity Based Costing, Interior Design, Budgets, Financial Analysis, Accounting, Business Analysis, Finance, Data Analysis, Software Documentation, Customer Service, Project Management, Team Leadership
Education
University of Central Oklahoma - College of Business Administration 1985 — 1989
Bachelor of Science
Grayson County College - T.V. Munson Viticulture & Enology Center 2006 — 2007
Oklahoma State University
University of Oklahoma Health Sciences Center November 2005 - Present
MidFirst Bank March 1999 - November 2005
Fleming Foods January 1992 - March 1999
KPMG Peat Marwick June 1989 - January 1992
Skills
IT Financial Management, Activity Based..., IT Benchmarking, IT Cost Optimization, Cost Transparency, IT Business Management, Activity Based Costing, Interior Design, Budgets, Financial Analysis, Accounting, Business Analysis, Finance, Data Analysis, Software Documentation, Customer Service, Project Management, Team Leadership
Education
University of Central Oklahoma - College of Business Administration 1985 — 1989
Bachelor of Science
Grayson County College - T.V. Munson Viticulture & Enology Center 2006 — 2007
Oklahoma State University
Lisa Zaslow's KPMG Peat Marwick Experience 1986 - 1989
Job New York Professional Organizer, productivity expert, public speaker, corporate spokesperson
Industry Professional Training & Coaching
Experience
Gotham Organizers January 2000 - Present
Independent Human Resources Consultant 1996 - 2001
Reuters America 1997 - 1998
American Express 1994 - 1995
Russell Reynolds Associates 1989 - 1994
KPMG Peat Marwick 1986 - 1989
Skills
Professional Organizing, Public Speaking, Performance Improvement, Workshop Facilitation, Productivity Improvement, Personal Development, Small Business, Coaching, Executive Coaching, Performance Management, Organizational..., Human Resources, Entrepreneurship, Consulting, Executive Development, Nonprofits, Stress Management, Non-profits
Education
Teachers College of Columbia University 1994 — 2000
MA, Organizational Psychology
Dartmouth College 1981 — 1985
Bachelor of Arts, Political Science and Government
Gotham Organizers January 2000 - Present
Independent Human Resources Consultant 1996 - 2001
Reuters America 1997 - 1998
American Express 1994 - 1995
Russell Reynolds Associates 1989 - 1994
KPMG Peat Marwick 1986 - 1989
Skills
Professional Organizing, Public Speaking, Performance Improvement, Workshop Facilitation, Productivity Improvement, Personal Development, Small Business, Coaching, Executive Coaching, Performance Management, Organizational..., Human Resources, Entrepreneurship, Consulting, Executive Development, Nonprofits, Stress Management, Non-profits
Education
Teachers College of Columbia University 1994 — 2000
MA, Organizational Psychology
Dartmouth College 1981 — 1985
Bachelor of Arts, Political Science and Government
Scott Bouchner's KPMG Peat Marwick Experience 1995 - 1996
Job Forensic Accounting Expert
Industry Accounting
Experience
Berkowitz Pollack Brant 1999 - Present
PwC 1997 - 1999
KPMG Peat Marwick 1995 - 1996
PwC 1990 - 1995
Skills
Bankruptcy, Litigation Support, Business Valuation, Forensic Accounting, Due Diligence, Expert Witness, Financial Analysis, Strategic Financial..., Financial Modeling, Certified Fraud Examiner, certified management..., Restructuring, Debt Restructuring, management accountant, lost profits analysis, Computer Forensics, Receiverships, Financial Investigation, forensic investigation, Corporate Fraud..., economic damages, shareholder disputes, Mergers & Acquisitions
Education
The George Washington University 2005 — 2007
Bachelor of Arts (B.A.)
Columbia University - Columbia Business School 1988 — 1989
Masters of Business Administration
Berkowitz Pollack Brant 1999 - Present
PwC 1997 - 1999
KPMG Peat Marwick 1995 - 1996
PwC 1990 - 1995
Skills
Bankruptcy, Litigation Support, Business Valuation, Forensic Accounting, Due Diligence, Expert Witness, Financial Analysis, Strategic Financial..., Financial Modeling, Certified Fraud Examiner, certified management..., Restructuring, Debt Restructuring, management accountant, lost profits analysis, Computer Forensics, Receiverships, Financial Investigation, forensic investigation, Corporate Fraud..., economic damages, shareholder disputes, Mergers & Acquisitions
Education
The George Washington University 2005 — 2007
Bachelor of Arts (B.A.)
Columbia University - Columbia Business School 1988 — 1989
Masters of Business Administration
Mike Dorociak's KPMG Peat Marwick Experience 1979 - 1983
Job Licensed Massage Therapist at Ravenswood Health and Wellness Center
Industry Hospital & Health Care
Experience
Ravenswood Health and Wellness Center May 2013 - Present
Michael R Dorociak, Consulting December 2010 - Present
Vanguard Community Management May 2009 - November 2010
CCH/Wolters Kluwer July 2008 - February 2009
Wolters Kluwer April 1983 - February 2009
CCH 1983 - February 2009
KPMG Peat Marwick 1979 - 1983
Skills
Project Management, Operations Management, Customer Service, Customer Retention, Contract Negotiation, Team Building, Cross-functional Team..., Process Improvement, Sales Process, Marketing, Conflict Resolution, Business Development, CRM, Change Management, Customer Satisfaction, Sales Management, Training, Salesforce.com, Business Analysis, Leadership, Account Management, B2B, Budgets, Business Intelligence, Business Planning, Business Process, Business Process..., Competitive Analysis, ERP, Employee Relations, Enterprise Software, Executive Management, Forecasting, Management, New Business Development, Outsourcing, Product Management, Program Management, Project Portfolio..., Result Oriented, Sales, Six Sigma, Start-ups, Strategic Planning, Strategy, Team Leadership, Team Management, Time Management, Vendor Management, Business Strategy
Education
Villanova University 2007 — 2008
MSS, Master Six Sigma
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1992
MBA, Operations Management, minor emphasis in HR Management
DePaul University 1977 — 1981
BS, Accounting
Ravenswood Health and Wellness Center May 2013 - Present
Michael R Dorociak, Consulting December 2010 - Present
Vanguard Community Management May 2009 - November 2010
CCH/Wolters Kluwer July 2008 - February 2009
Wolters Kluwer April 1983 - February 2009
CCH 1983 - February 2009
KPMG Peat Marwick 1979 - 1983
Skills
Project Management, Operations Management, Customer Service, Customer Retention, Contract Negotiation, Team Building, Cross-functional Team..., Process Improvement, Sales Process, Marketing, Conflict Resolution, Business Development, CRM, Change Management, Customer Satisfaction, Sales Management, Training, Salesforce.com, Business Analysis, Leadership, Account Management, B2B, Budgets, Business Intelligence, Business Planning, Business Process, Business Process..., Competitive Analysis, ERP, Employee Relations, Enterprise Software, Executive Management, Forecasting, Management, New Business Development, Outsourcing, Product Management, Program Management, Project Portfolio..., Result Oriented, Sales, Six Sigma, Start-ups, Strategic Planning, Strategy, Team Leadership, Team Management, Time Management, Vendor Management, Business Strategy
Education
Villanova University 2007 — 2008
MSS, Master Six Sigma
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1992
MBA, Operations Management, minor emphasis in HR Management
DePaul University 1977 — 1981
BS, Accounting
Joseph Longo's KPMG Peat Marwick Experience December 2000 - December 2001
Job Director, Global FP&A at Tyco Fire Protection Products
Industry Security and Investigations
Experience
Tyco Fire Protection Products December 2013 - Present
Tyco International December 2010 - December 2013
Tyco International Ltd October 2007 - December 2010
JP Morgan Chase June 2006 - September 2007
Prudential Financial January 2002 - June 2006
KPMG Peat Marwick December 2000 - December 2001
KPMG Peat Marwick September 1994 - December 2000
Skills
Financial Analysis, Auditing, Valuation, Mergers & Acquisitions, Financial Services, Investor Relations, Due Diligence, Corporate Finance, Analysis, Accounting, SEC filings, Strategic Financial..., Finance, Sarbanes-Oxley Act, Financial Modeling, Financial Planning
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration, Finance and Economics
Rider University 1990 — 1994
B.S, Finance and Accounting
Tyco Fire Protection Products December 2013 - Present
Tyco International December 2010 - December 2013
Tyco International Ltd October 2007 - December 2010
JP Morgan Chase June 2006 - September 2007
Prudential Financial January 2002 - June 2006
KPMG Peat Marwick December 2000 - December 2001
KPMG Peat Marwick September 1994 - December 2000
Skills
Financial Analysis, Auditing, Valuation, Mergers & Acquisitions, Financial Services, Investor Relations, Due Diligence, Corporate Finance, Analysis, Accounting, SEC filings, Strategic Financial..., Finance, Sarbanes-Oxley Act, Financial Modeling, Financial Planning
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration, Finance and Economics
Rider University 1990 — 1994
B.S, Finance and Accounting
Philip Goldblum's KPMG Peat Marwick Experience February 1994 - November 1995
Job Director IT Service Delivery at Bentley Systems
Industry Pharmaceuticals
Experience
Bentley Systems April 2013 - Present
Google 2012 - 2013
GlaxoSmithKline February 2011 - March 2012
GlaxoSmithKline March 2008 - February 2011
GlaxoSmithKline November 2004 - March 2008
AETEA Information Technology October 2003 - November 2004
Con-way March 2003 - October 2003
Siemens Information Systems Ltd August 2000 - June 2002
Smithkline Beecham November 1995 - August 2000
KPMG Peat Marwick February 1994 - November 1995
Skills
ITIL, Six Sigma, Log Management, Packet Analysis, Netflow, NMS, Traffic Shaping, Traffic Management, Application Acceleration, Global Networking, Cable Management, Application Optimization, Data Reduction, Deduplication, Infoblox, Packeteer, Bluecoat, CA Spectrum, Network Management..., Network Simulation, TCP/IP, Process Improvement, Disaster Recovery, Network Administration, Cisco Technologies, Unix, Servers, DNS, Data Center, Integration, WAN Optimisation, Analysis, Change Control, DHCP, Incident Management, Infrastructure, Networking, Management, Vendor Management, Computer System..., Hardware, IT Management, IT Operations, IT Service Management, Routing, WAN, Service Management, Project Portfolio..., Leadership, Technical Support
Education
Cornell University 1983 — 1985
BS, Ag Engineering
Cornell University
Bentley Systems April 2013 - Present
Google 2012 - 2013
GlaxoSmithKline February 2011 - March 2012
GlaxoSmithKline March 2008 - February 2011
GlaxoSmithKline November 2004 - March 2008
AETEA Information Technology October 2003 - November 2004
Con-way March 2003 - October 2003
Siemens Information Systems Ltd August 2000 - June 2002
Smithkline Beecham November 1995 - August 2000
KPMG Peat Marwick February 1994 - November 1995
Skills
ITIL, Six Sigma, Log Management, Packet Analysis, Netflow, NMS, Traffic Shaping, Traffic Management, Application Acceleration, Global Networking, Cable Management, Application Optimization, Data Reduction, Deduplication, Infoblox, Packeteer, Bluecoat, CA Spectrum, Network Management..., Network Simulation, TCP/IP, Process Improvement, Disaster Recovery, Network Administration, Cisco Technologies, Unix, Servers, DNS, Data Center, Integration, WAN Optimisation, Analysis, Change Control, DHCP, Incident Management, Infrastructure, Networking, Management, Vendor Management, Computer System..., Hardware, IT Management, IT Operations, IT Service Management, Routing, WAN, Service Management, Project Portfolio..., Leadership, Technical Support
Education
Cornell University 1983 — 1985
BS, Ag Engineering
Cornell University
Ron Lichtsinn's KPMG Peat Marwick Experience 1993 - 1998
Job Owner, Lichtsinn Motors
Industry Retail
Experience
Lichtsinn Motors Sr. Finance ManagerThe Pillsbury Company1998 - 2001
KPMG Peat Marwick 1993 - 1998
Education
Drake University 1989 — 1993
Lichtsinn Motors Sr. Finance ManagerThe Pillsbury Company1998 - 2001
KPMG Peat Marwick 1993 - 1998
Education
Drake University 1989 — 1993
Nalini Johnson's KPMG Peat Marwick Experience August 1987 - August 1993
Job Global Benefits & Compensation Tax Director Aon Corporation
Industry Insurance
Experience
Aon Hewitt September 2011 - Present
The Boeing Company January 2002 - August 2011
McDonald's Corporation September 1993 - December 2001
KPMG Peat Marwick August 1987 - August 1993
KPMG Peat Marwick August 1987 - August 1993
Skills
Employee Benefits, Tax, Tax Returns, Pensions, Payroll, Deferred Compensation, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1995
MST, Tax
University of Illinois at Urbana-Champaign 1983 — 1987
B.S., Accountancy
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Accounting
Aon Hewitt September 2011 - Present
The Boeing Company January 2002 - August 2011
McDonald's Corporation September 1993 - December 2001
KPMG Peat Marwick August 1987 - August 1993
KPMG Peat Marwick August 1987 - August 1993
Skills
Employee Benefits, Tax, Tax Returns, Pensions, Payroll, Deferred Compensation, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1995
MST, Tax
University of Illinois at Urbana-Champaign 1983 — 1987
B.S., Accountancy
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Accounting
Gerry Da Silva's KPMG Peat Marwick Experience February 1993 - February 1996
Job IT Mgr. at NewYorkPresbyterian Hospital Network
Industry Health, Wellness and Fitness
Experience
New York Presbyterian Hospital March 1997 - Present
Sony Pictures Entertainment March 1996 - March 1997
KPMG Peat Marwick February 1993 - February 1996
Moody's Investors Service September 1986 - August 1993
Skills
Databases, Healthcare Information..., Oracle, Integration, Project Management, Program Management, Healthcare, Business Analysis, Enterprise Software, EMR, HIPAA, EHR, Strategic Planning, Business Intelligence
Education
Columbia University in the City of New York 1987 — 1988
Queensborough Community College 1978 — 1980
New York Presbyterian Hospital March 1997 - Present
Sony Pictures Entertainment March 1996 - March 1997
KPMG Peat Marwick February 1993 - February 1996
Moody's Investors Service September 1986 - August 1993
Skills
Databases, Healthcare Information..., Oracle, Integration, Project Management, Program Management, Healthcare, Business Analysis, Enterprise Software, EMR, HIPAA, EHR, Strategic Planning, Business Intelligence
Education
Columbia University in the City of New York 1987 — 1988
Queensborough Community College 1978 — 1980
Staci Lublin Reyes's KPMG Peat Marwick Experience August 1988 - September 1992
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley July 1995 - December 2007
Dean Witter, Discover & Co. July 1995 - March 1997
The Chase Manhattan Bank, N.A. October 1992 - July 1995
KPMG Peat Marwick August 1988 - September 1992
Education
Cornell University 1984 — 1988
BS with Distinction, Business Management, Concentration: Accounting
Morgan Stanley July 1995 - December 2007
Dean Witter, Discover & Co. July 1995 - March 1997
The Chase Manhattan Bank, N.A. October 1992 - July 1995
KPMG Peat Marwick August 1988 - September 1992
Education
Cornell University 1984 — 1988
BS with Distinction, Business Management, Concentration: Accounting
Joseph Powell's KPMG Peat Marwick Experience December 1978 - November 1983
Job CFO at CADES (Children and Adult Disability and Education Services)
Industry Accounting
Experience
CADES (Children and Adult Disability and Education Services) October 2013 - Present
JEVS Human Services August 2008 - April 2013
Syngenta Seeds May 2006 - January 2008
Syngenta November 2000 - May 2006
Zeneca Agrochemicals April 1993 - November 2000
ICI Americas PLC December 1987 - April 1993
Klearfold, Inc October 1983 - December 1987
KPMG Peat Marwick December 1978 - November 1983
Laventhol & Horwath 1976 - 1978
Skills
Financial Reporting, Performance Metrics, Strategic Planning, Mergers, Finance, Financial Analysis, Auditing, Financial Modeling, Accounting, Internal Controls, Business Planning, Budgets, Tax
Education
Drexel University - LeBow College of Business 1983 — 1987
MBA, Finance
Saint Joseph's University 1972 — 1976
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 1972 — 1976
bs, accounting
CADES (Children and Adult Disability and Education Services) October 2013 - Present
JEVS Human Services August 2008 - April 2013
Syngenta Seeds May 2006 - January 2008
Syngenta November 2000 - May 2006
Zeneca Agrochemicals April 1993 - November 2000
ICI Americas PLC December 1987 - April 1993
Klearfold, Inc October 1983 - December 1987
KPMG Peat Marwick December 1978 - November 1983
Laventhol & Horwath 1976 - 1978
Skills
Financial Reporting, Performance Metrics, Strategic Planning, Mergers, Finance, Financial Analysis, Auditing, Financial Modeling, Accounting, Internal Controls, Business Planning, Budgets, Tax
Education
Drexel University - LeBow College of Business 1983 — 1987
MBA, Finance
Saint Joseph's University 1972 — 1976
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 1972 — 1976
bs, accounting
Christopher J Palazzolo's KPMG Peat Marwick Experience January 1987 - October 1988
Job Corporate and Bank Treasury
Industry Financial Services
Experience
American Express November 2008 - November 2013
American Express November 2005 - November 2008
American Express May 1997 - November 2005
The Seagram Company Ltd. May 1993 - October 1996
The Seagram Company Ltd. January 1992 - May 1993
The Seagram Company Ltd. February 1991 - January 1992
Coopers & Lybrand October 1988 - February 1991
KPMG Peat Marwick January 1987 - October 1988
Skills
Treasury, Banking, Financial Modeling, Financial Analysis, Capital Markets, Treasury Management, Portfolio Management, Corporate Finance, Risk Management, Credit Cards, Financial Services, Investments, Finance, FX Options, Credit, Investment Banking, Fixed Income, Financial Risk, Cash Management
Education
Columbia University - Columbia Business School 1995 — 1996
M.B.A., Finance, International Business
University of Florida 1980 — 1986
B.S., Accounting
University of Florida
B.S., Finance
American Express November 2008 - November 2013
American Express November 2005 - November 2008
American Express May 1997 - November 2005
The Seagram Company Ltd. May 1993 - October 1996
The Seagram Company Ltd. January 1992 - May 1993
The Seagram Company Ltd. February 1991 - January 1992
Coopers & Lybrand October 1988 - February 1991
KPMG Peat Marwick January 1987 - October 1988
Skills
Treasury, Banking, Financial Modeling, Financial Analysis, Capital Markets, Treasury Management, Portfolio Management, Corporate Finance, Risk Management, Credit Cards, Financial Services, Investments, Finance, FX Options, Credit, Investment Banking, Fixed Income, Financial Risk, Cash Management
Education
Columbia University - Columbia Business School 1995 — 1996
M.B.A., Finance, International Business
University of Florida 1980 — 1986
B.S., Accounting
University of Florida
B.S., Finance
George Jackowiec's KPMG Peat Marwick Experience June 1989 - May 1994
Job EVP and General Manager at SERVPRO of Central Schaumburg/West Bloomingdale
Industry Consumer Services
Experience
SERVPRO of Central Schaumburg/West Bloomingdale February 2011 - Present
SERVPRO of Elgin/Northwest Kane County June 2003 - Present
KPMG September 2001 - January 2003
PwC Consulting May 1998 - August 2001
Waste Management June 1994 - July 1998
KPMG Peat Marwick June 1989 - May 1994
Pittsburgh testing Labs (PTL) January 1983 - October 1987
Skills
Accounting, Auditing, Financial Analysis, Business Process..., Financial Reporting, Process Improvement, Managerial Finance, Risk Management, Budgets, Strategic Planning, Management Consulting, Disaster Recovery, Entrepreneurship, Project Management, Water Damage, fire damage, Mold Remediation, contents restoration, electronics restoration, Large projects, Training, Fire Management, Restoration, Start-ups, Management, Customer Service, Business Development, Strategy, Leadership, Negotiation, Small Business, New Business Development, Operations Management, Contract Negotiation, Mergers & Acquisitions, Construction, Executive Management, Integration, Business Planning, Team Building, P&L, Finance, Forecasting, P&L Management, Mold, Cross-functional Team..., Water, Business Strategy, Restructuring, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master's degree, Taxation
University of Illinois at Chicago 1988 — 1989
BS, Accounting
Illinois State University 1982 — 1984
BS, Finance and Real Estate
Moraine Valley Community College 1980 — 1982
AS, AAS, Non-Destructive Testing, Business
SERVPRO of Central Schaumburg/West Bloomingdale February 2011 - Present
SERVPRO of Elgin/Northwest Kane County June 2003 - Present
KPMG September 2001 - January 2003
PwC Consulting May 1998 - August 2001
Waste Management June 1994 - July 1998
KPMG Peat Marwick June 1989 - May 1994
Pittsburgh testing Labs (PTL) January 1983 - October 1987
Skills
Accounting, Auditing, Financial Analysis, Business Process..., Financial Reporting, Process Improvement, Managerial Finance, Risk Management, Budgets, Strategic Planning, Management Consulting, Disaster Recovery, Entrepreneurship, Project Management, Water Damage, fire damage, Mold Remediation, contents restoration, electronics restoration, Large projects, Training, Fire Management, Restoration, Start-ups, Management, Customer Service, Business Development, Strategy, Leadership, Negotiation, Small Business, New Business Development, Operations Management, Contract Negotiation, Mergers & Acquisitions, Construction, Executive Management, Integration, Business Planning, Team Building, P&L, Finance, Forecasting, P&L Management, Mold, Cross-functional Team..., Water, Business Strategy, Restructuring, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master's degree, Taxation
University of Illinois at Chicago 1988 — 1989
BS, Accounting
Illinois State University 1982 — 1984
BS, Finance and Real Estate
Moraine Valley Community College 1980 — 1982
AS, AAS, Non-Destructive Testing, Business
Julian Casciano's KPMG Peat Marwick Experience 1995 - 1997
Job CEO, eMAX Health
Industry Pharmaceuticals
Experience
eMAX Health Systems, LLC April 2005 - Present
Biovest International 2003 - 2005
Analytica International 1997 - 2002
KPMG Peat Marwick 1995 - 1997
Physicians World 1993 - 1995
Skills
Market Research, Market Analysis, Outcomes Research, Marketing Analytics, Health Economics, Pharmaceutical Industry, Oncology, Biotechnology, Clinical Development, Managed Care, Lifesciences, Market Access, P&L Responsibility, Pharmacy, Pharmaceutics, Commercialization, Life Sciences, Management
Education
Cornell University
eMAX Health Systems, LLC April 2005 - Present
Biovest International 2003 - 2005
Analytica International 1997 - 2002
KPMG Peat Marwick 1995 - 1997
Physicians World 1993 - 1995
Skills
Market Research, Market Analysis, Outcomes Research, Marketing Analytics, Health Economics, Pharmaceutical Industry, Oncology, Biotechnology, Clinical Development, Managed Care, Lifesciences, Market Access, P&L Responsibility, Pharmacy, Pharmaceutics, Commercialization, Life Sciences, Management
Education
Cornell University
Frank McKenna's KPMG Peat Marwick Experience 1988 - 1991
Job Controller at S.W. Anderson
Industry Mechanical or Industrial Engineering
Experience
S.W. Anderson Company July 2012 - Present
Putman Media July 2002 - April 2012
RR Donnelley 2002 - 2002
AT&T Broadband 1998 - 2001
NetDox, Inc. 1997 - 1998
GATX Terminals Corporation 1991 - 1997
KPMG Peat Marwick 1988 - 1991
Pacific Auto Detail 1983 - 1984
Skills
CPA, MBA - Finance, Budgeting, Excel, Word, Strategic Planning, Forecasting, Cash Flow Forecasting, PowerPoint, Month End Close, General Ledger..., Treasury Management, Accounts Payable, Accounts Receivable, ADP Payroll, Accounting, Financial Reporting, Financial Analysis, Audit, General Ledger, Variance Analysis, Account Reconciliation, Fixed Assets, GAAP, Reconciliation, Journal Entries, Cash Flow, Great Plains, Cash Management, Balance, Financial Accounting, Revenue Recognition, Reconciliations, Quickbooks, Internal Controls, Consolidation, Accruals, US GAAP, Invoicing, Budget Analysis, Auditing, Financial Control, Financial Planning, Billing, Capital Budgeting, Internal Audit, Spreadsheets, Financial Modeling, ADP
Education
DePaul University
MBA, Finance, 3.7 out of 4.0
Northern Illinois University
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign
CPA, Accounting, Passed first sitting
S.W. Anderson Company July 2012 - Present
Putman Media July 2002 - April 2012
RR Donnelley 2002 - 2002
AT&T Broadband 1998 - 2001
NetDox, Inc. 1997 - 1998
GATX Terminals Corporation 1991 - 1997
KPMG Peat Marwick 1988 - 1991
Pacific Auto Detail 1983 - 1984
Skills
CPA, MBA - Finance, Budgeting, Excel, Word, Strategic Planning, Forecasting, Cash Flow Forecasting, PowerPoint, Month End Close, General Ledger..., Treasury Management, Accounts Payable, Accounts Receivable, ADP Payroll, Accounting, Financial Reporting, Financial Analysis, Audit, General Ledger, Variance Analysis, Account Reconciliation, Fixed Assets, GAAP, Reconciliation, Journal Entries, Cash Flow, Great Plains, Cash Management, Balance, Financial Accounting, Revenue Recognition, Reconciliations, Quickbooks, Internal Controls, Consolidation, Accruals, US GAAP, Invoicing, Budget Analysis, Auditing, Financial Control, Financial Planning, Billing, Capital Budgeting, Internal Audit, Spreadsheets, Financial Modeling, ADP
Education
DePaul University
MBA, Finance, 3.7 out of 4.0
Northern Illinois University
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign
CPA, Accounting, Passed first sitting
Tammy Hendryx's KPMG Peat Marwick Experience May 2000 - November 2001
Job Artivist at Lime House Theatre
Industry Accounting
Experience
Lime House Theatre January 2012 - Present
DCCCD October 2005 - Present
KPMG Peat Marwick May 2000 - November 2001
Skills
Data Entry, Spreadsheets, Word, PowerPoint, Excel, Customer Service, Microsoft Office, Teamwork, Administrative Support, PeopleSoft, Accounting, Access, Microsoft Excel, Administrative..., Microsoft Word, Account Reconciliation, Invoicing, Payroll, Budgets, Process Improvement, Team Leadership, Event Planning, Inventory Management, Public Speaking
Education
Dallas County Community College 1978 — 1980
Lime House Theatre January 2012 - Present
DCCCD October 2005 - Present
KPMG Peat Marwick May 2000 - November 2001
Skills
Data Entry, Spreadsheets, Word, PowerPoint, Excel, Customer Service, Microsoft Office, Teamwork, Administrative Support, PeopleSoft, Accounting, Access, Microsoft Excel, Administrative..., Microsoft Word, Account Reconciliation, Invoicing, Payroll, Budgets, Process Improvement, Team Leadership, Event Planning, Inventory Management, Public Speaking
Education
Dallas County Community College 1978 — 1980
Scott Bozzi's KPMG Peat Marwick Experience January 1996 - May 1998
Job International Tax Consultant, Scott Bozzi LLC
Industry Accounting
Experience
Forte International Tax, LLC October 2012 - Present
Ernst & Young May 1998 - June 2009
KPMG Peat Marwick January 1996 - May 1998
RR Donnelley 1989 - 1995
Skills
International Tax, Tax Compliance, Tax Audits, Corporate Tax, Income Tax, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MS, Taxation
University of Illinois at Urbana-Champaign 1984 — 1989
BA, Economics, Accounting
Forte International Tax, LLC October 2012 - Present
Ernst & Young May 1998 - June 2009
KPMG Peat Marwick January 1996 - May 1998
RR Donnelley 1989 - 1995
Skills
International Tax, Tax Compliance, Tax Audits, Corporate Tax, Income Tax, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MS, Taxation
University of Illinois at Urbana-Champaign 1984 — 1989
BA, Economics, Accounting
Eileen Cox's KPMG Peat Marwick Experience March 1986 - September 1988
Job Independent Financial Services Professional
Industry Financial Services
Experience
Eileen Cox Financial Consulting Services 2008 - 2012
Jane Siegel & Associates 2008 - 2008
Atlantic Capital Management 2004 - 2007
Harvard Clinical Technology, Inc 1997 - 1999
Sungard Brokerage Systems, Inc 1994 - 1997
Paul Revere Insurance 1993 - 1994
The Mutual Life Insurance Company of New York 1988 - 1993
KPMG Peat Marwick March 1986 - September 1988
Education
College for Financial Planning 2005 — 2007
CFP Candidate, Certified Financial Planner
Pace University-Pleasantville/Briarcliff Campus 1980 — 1984
BBA/CPA, Accounting
Eileen Cox Financial Consulting Services 2008 - 2012
Jane Siegel & Associates 2008 - 2008
Atlantic Capital Management 2004 - 2007
Harvard Clinical Technology, Inc 1997 - 1999
Sungard Brokerage Systems, Inc 1994 - 1997
Paul Revere Insurance 1993 - 1994
The Mutual Life Insurance Company of New York 1988 - 1993
KPMG Peat Marwick March 1986 - September 1988
Education
College for Financial Planning 2005 — 2007
CFP Candidate, Certified Financial Planner
Pace University-Pleasantville/Briarcliff Campus 1980 — 1984
BBA/CPA, Accounting
Lori Hume's KPMG Peat Marwick Experience January 2003 - November 2005
Job Partner at Wipfli, LLP
Industry Accounting
Experience
Wipfli, LLP November 2005 - Present
KPMG Peat Marwick January 2003 - November 2005
KPMG 2003 - 2005
KPMG 2003 - 2005
Skills
Tax Research, Estate Tax Planning, Tax Accounting, Accounting, Trusts, Personal Income Tax...
Education
College of Saint Benedict 1978 — 1982
BA, Accounting
Wipfli, LLP November 2005 - Present
KPMG Peat Marwick January 2003 - November 2005
KPMG 2003 - 2005
KPMG 2003 - 2005
Skills
Tax Research, Estate Tax Planning, Tax Accounting, Accounting, Trusts, Personal Income Tax...
Education
College of Saint Benedict 1978 — 1982
BA, Accounting
Jeff Gelfand's KPMG Peat Marwick Experience June 1974 - September 1983
Job MD, Director of Finance Morgan Stanley Global Wealth Management/Moragan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley May 2006 - Present
Wachovia Securities, LLC July 2003 - March 2006
Merrill Lynch October 1983 - June 2003
KPMG Peat Marwick June 1974 - September 1983
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Capital Markets, Equities, Investments, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Valuation, Investment Banking, Wealth Management, Fixed Income, Due Diligence, Risk Management, Securities
Education
Columbia University - Columbia Business School 1972 — 1974
MBA, Finance and Accounting
Cornell University 1968 — 1972
BS, Chem Engineering
Morgan Stanley May 2006 - Present
Wachovia Securities, LLC July 2003 - March 2006
Merrill Lynch October 1983 - June 2003
KPMG Peat Marwick June 1974 - September 1983
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Capital Markets, Equities, Investments, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Valuation, Investment Banking, Wealth Management, Fixed Income, Due Diligence, Risk Management, Securities
Education
Columbia University - Columbia Business School 1972 — 1974
MBA, Finance and Accounting
Cornell University 1968 — 1972
BS, Chem Engineering
Yvette Jania's KPMG Peat Marwick Experience 1996 - 1997
Job CRM Administrator at BDO USA, LLP
Industry Human Resources
Experience
BDO USA, LLP June 2011 - Present
Citizens Financial Bank July 2010 - August 2011
Mercer January 2008 - December 2009
Mercer Health & Benefits January 2000 - December 2008
Mercer 1998 - 2000
Edelman 1997 - 1998
KPMG Peat Marwick 1996 - 1997
DePaul University 1995 - 1996
DePaul University 1993 - 1995
Skills
Project Management, Microsoft Office, CRM, PowerPoint, Training, Marketing, Microsoft Excel, Business Development, Software Documentation, Project Planning, Management, Analysis, Salesforce.com, Consulting, Research, Leadership, Strategic Planning, Proposal Writing, Business Analysis, Budgets, Data Analysis, Market Research, Process Improvement, Public Speaking, Customer Service, Business Process, Time Management, Strategy, Sales, Recruiting, SharePoint, Coaching
Education
DePaul University 2012 — 2014
Master's Degree, Educating Adults
DePaul University 2012 — 2013
Certificate in Educating Adults, 4.0 GPA
The University of Chicago 2000 — 2000
Certificate, Strategic Integration of Technology and Business Solutions
DePaul University 1990 — 1996
BA, Communication
BDO USA, LLP June 2011 - Present
Citizens Financial Bank July 2010 - August 2011
Mercer January 2008 - December 2009
Mercer Health & Benefits January 2000 - December 2008
Mercer 1998 - 2000
Edelman 1997 - 1998
KPMG Peat Marwick 1996 - 1997
DePaul University 1995 - 1996
DePaul University 1993 - 1995
Skills
Project Management, Microsoft Office, CRM, PowerPoint, Training, Marketing, Microsoft Excel, Business Development, Software Documentation, Project Planning, Management, Analysis, Salesforce.com, Consulting, Research, Leadership, Strategic Planning, Proposal Writing, Business Analysis, Budgets, Data Analysis, Market Research, Process Improvement, Public Speaking, Customer Service, Business Process, Time Management, Strategy, Sales, Recruiting, SharePoint, Coaching
Education
DePaul University 2012 — 2014
Master's Degree, Educating Adults
DePaul University 2012 — 2013
Certificate in Educating Adults, 4.0 GPA
The University of Chicago 2000 — 2000
Certificate, Strategic Integration of Technology and Business Solutions
DePaul University 1990 — 1996
BA, Communication
Gustavo Lugo's KPMG Peat Marwick Experience January 1994 - March 1996
Job Vice President Internal Audit at HD Supply
Industry Construction
Experience
HD Supply December 2008 - Present
ChoicePoint December 2007 - December 2008
AmeriCold Logistics July 2006 - December 2007
Euramax January 2005 - June 2006
PricewaterhouseCoopers September 1999 - January 2005
GTE Data Services June 1998 - September 1999
GTE April 1996 - May 1998
KPMG Peat Marwick January 1994 - March 1996
Skills
Sarbanes-Oxley Act, Finance, Internal Audit, Enterprise Risk..., Sarbanes-Oxley, Accounting, Financial Reporting, Internal Controls, Auditing, Leadership, IT Audit, SEC filings
Education
Colorado State University 1989 — 1993
BS, Accounting
HD Supply December 2008 - Present
ChoicePoint December 2007 - December 2008
AmeriCold Logistics July 2006 - December 2007
Euramax January 2005 - June 2006
PricewaterhouseCoopers September 1999 - January 2005
GTE Data Services June 1998 - September 1999
GTE April 1996 - May 1998
KPMG Peat Marwick January 1994 - March 1996
Skills
Sarbanes-Oxley Act, Finance, Internal Audit, Enterprise Risk..., Sarbanes-Oxley, Accounting, Financial Reporting, Internal Controls, Auditing, Leadership, IT Audit, SEC filings
Education
Colorado State University 1989 — 1993
BS, Accounting
Doug Sweazey's KPMG Peat Marwick Experience September 1988 - November 1997
Job Partner at Moody, Famiglietti & Andronico, LLP
Industry Accounting
Experience
Douglas S. Sweazey, CPA 2000 - Present
Moody, Famiglietti & Andronico, LLP August 1999 - Present
PricewaterhouseCoopers November 1997 - August 1999
KPMG Peat Marwick September 1988 - November 1997
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1988
MSA, MBA, Accounting and Business
University of Michigan 1975 — 1979
BSCE, Civil Engineering
Douglas S. Sweazey, CPA 2000 - Present
Moody, Famiglietti & Andronico, LLP August 1999 - Present
PricewaterhouseCoopers November 1997 - August 1999
KPMG Peat Marwick September 1988 - November 1997
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1988
MSA, MBA, Accounting and Business
University of Michigan 1975 — 1979
BSCE, Civil Engineering
Creig Foster's KPMG Peat Marwick Experience 1984 - 1986
Job Principal at Analytics Consulting Group
Industry Market Research
Experience
Analytics Consulting Group October 2013 - Present
CRS Business Associates, Inc. June 2002 - September 2013
Monterey Investments LLC 2000 - 2004
ProBusiness 2001 - 2002
Siebel Systems, Inc. 2000 - 2001
Altro Solutions, Inc. 1997 - 2000
IBM Global Services 1996 - 1997
KPMG 1992 - 1996
TRW Inc. 1986 - 1992
KPMG Peat Marwick 1984 - 1986
Skills
Negotiation, Strategic Communications, Strategy, CRM, Analytics, Management, Start-ups, Business Development, Lead Generation, Strategic Partnerships, Strategic Planning, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northwestern University
BSBA, Marketing
Analytics Consulting Group October 2013 - Present
CRS Business Associates, Inc. June 2002 - September 2013
Monterey Investments LLC 2000 - 2004
ProBusiness 2001 - 2002
Siebel Systems, Inc. 2000 - 2001
Altro Solutions, Inc. 1997 - 2000
IBM Global Services 1996 - 1997
KPMG 1992 - 1996
TRW Inc. 1986 - 1992
KPMG Peat Marwick 1984 - 1986
Skills
Negotiation, Strategic Communications, Strategy, CRM, Analytics, Management, Start-ups, Business Development, Lead Generation, Strategic Partnerships, Strategic Planning, Marketing Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northwestern University
BSBA, Marketing
Steven Shear's KPMG Peat Marwick Experience 1994 - 1997
Job Internet Professional
Industry Internet
Experience
Steven Shear, LLC 2002 - Present
Answerthink, Inc April 1997 - December 2002
iNet Communications 1995 - 1997
KPMG Peat Marwick 1994 - 1997
CSC Consulting 1992 - 1994
Education
Drexel University 1989 — 1992
BS, Information Studies
Penn State University 1987 — 1989
Steven Shear, LLC 2002 - Present
Answerthink, Inc April 1997 - December 2002
iNet Communications 1995 - 1997
KPMG Peat Marwick 1994 - 1997
CSC Consulting 1992 - 1994
Education
Drexel University 1989 — 1992
BS, Information Studies
Penn State University 1987 — 1989
Eric Hetzelson's KPMG Peat Marwick Experience June 1989 - June 1993
Job Consultant at Resources Global Professionals
Industry Financial Services
Experience
RGP August 2011 - Present
MinSec Companies, LLC May 2007 - May 2011
JP Morgan Chase January 1997 - May 2007
Management Recruiters International June 1995 - January 1997
Isdaner & Company, LLC June 1993 - June 1995
KPMG Peat Marwick June 1989 - June 1993
Skills
Forecasting, Management Consulting, Management, Leadership, Analysis, Strategic Planning, Financial Reporting, Financial Analysis, Finance, Accounting, Executive Management, Managerial Finance, Process Improvement, Business Process..., Business Planning, Budgets, Financial Services, US GAAP, Sarbanes-Oxley, Financial Accounting, Sarbanes-Oxley Act
Education
Drexel University 1997 — 1999
MBA, Finance
University of Delaware 1985 — 1989
BS, Accounting, MIS
RGP August 2011 - Present
MinSec Companies, LLC May 2007 - May 2011
JP Morgan Chase January 1997 - May 2007
Management Recruiters International June 1995 - January 1997
Isdaner & Company, LLC June 1993 - June 1995
KPMG Peat Marwick June 1989 - June 1993
Skills
Forecasting, Management Consulting, Management, Leadership, Analysis, Strategic Planning, Financial Reporting, Financial Analysis, Finance, Accounting, Executive Management, Managerial Finance, Process Improvement, Business Process..., Business Planning, Budgets, Financial Services, US GAAP, Sarbanes-Oxley, Financial Accounting, Sarbanes-Oxley Act
Education
Drexel University 1997 — 1999
MBA, Finance
University of Delaware 1985 — 1989
BS, Accounting, MIS
Diane DiFebbo's KPMG Peat Marwick Experience October 1996 - October 2000
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP June 2001 - Present
KPMG Peat Marwick October 1996 - October 2000
Skills
CPA, GAAP, Corporate Tax, Accounting, Partnership Taxation, Auditing, Tax, Budgets, Non-profits, Strategic Planning, Financial Analysis, Financial Reporting, Internal Controls, Tax Preparation, Tax Accounting, US GAAP, Management Consulting, S Corporations, Internal Audit, Accountants, International Tax, Small Business, Corporate Finance, Forecasting, IFRS, Cash Flow, Analysis, Forensic Accounting, General Ledger, Tax Returns, Tax Advisory, Sarbanes-Oxley Act, Financial Modeling, Revenue Recognition, Bookkeeping, Payroll, Variance Analysis, Tax Research, Cost Accounting, Mergers & Acquisitions, Assurance, Due Diligence, QuickBooks, Financial Statements, Income Tax, Sales Tax, Tax Law, Account Reconciliation, Sarbanes-Oxley, Higher Education
Education
Drexel University - LeBow College of Business 1994 — 1996
BS, Accounting
CliftonLarsonAllen LLP June 2001 - Present
KPMG Peat Marwick October 1996 - October 2000
Skills
CPA, GAAP, Corporate Tax, Accounting, Partnership Taxation, Auditing, Tax, Budgets, Non-profits, Strategic Planning, Financial Analysis, Financial Reporting, Internal Controls, Tax Preparation, Tax Accounting, US GAAP, Management Consulting, S Corporations, Internal Audit, Accountants, International Tax, Small Business, Corporate Finance, Forecasting, IFRS, Cash Flow, Analysis, Forensic Accounting, General Ledger, Tax Returns, Tax Advisory, Sarbanes-Oxley Act, Financial Modeling, Revenue Recognition, Bookkeeping, Payroll, Variance Analysis, Tax Research, Cost Accounting, Mergers & Acquisitions, Assurance, Due Diligence, QuickBooks, Financial Statements, Income Tax, Sales Tax, Tax Law, Account Reconciliation, Sarbanes-Oxley, Higher Education
Education
Drexel University - LeBow College of Business 1994 — 1996
BS, Accounting
Frank Mora's KPMG Peat Marwick Experience September 1995 - July 1996
Job Principal at HCAP Partners
Industry Financial Services
Experience
Huntington Capital February 2013 - Present
DBI Capital March 2006 - February 2013
Citi Group August 2001 - March 2006
Citigroup Global Markets 2001 - 2006
Citigroup 2001 - 2006
Economic Development Bank for PR March 1997 - May 1999
St. Louis Trading Co. August 1996 - March 1997
KPMG Peat Marwick September 1995 - July 1996
Skills
Strategic Planning, Start-ups, Marketing Strategy, Social Media
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Pennsylvania 1991 — 1995
BS, Finance and Accounting
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance & Accounting
Colegio La Piedad
Huntington Capital February 2013 - Present
DBI Capital March 2006 - February 2013
Citi Group August 2001 - March 2006
Citigroup Global Markets 2001 - 2006
Citigroup 2001 - 2006
Economic Development Bank for PR March 1997 - May 1999
St. Louis Trading Co. August 1996 - March 1997
KPMG Peat Marwick September 1995 - July 1996
Skills
Strategic Planning, Start-ups, Marketing Strategy, Social Media
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Pennsylvania 1991 — 1995
BS, Finance and Accounting
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance & Accounting
Colegio La Piedad
Anna Phan's KPMG Peat Marwick Experience June 2001 - July 2004
Job Senior Financial Analyst at Marketo.com
Industry Marketing and Advertising
Experience
Marketo.com May 2012 - Present
marketo.com November 2011 - May 2012
Oki Semiconductor America, Inc. April 2008 - January 2010
Oki Semiconductor America August 2004 - March 2008
KPMG Peat Marwick June 2001 - July 2004
Oki Semiconductor America April 1995 - May 2001
Education
De Anza College 2010 — 2011
AA, Accounting
University of Phoenix 2008 — 2009
MSA
University of New Hampshire 1976 — 1980
BA, Psychology
Marketo.com May 2012 - Present
marketo.com November 2011 - May 2012
Oki Semiconductor America, Inc. April 2008 - January 2010
Oki Semiconductor America August 2004 - March 2008
KPMG Peat Marwick June 2001 - July 2004
Oki Semiconductor America April 1995 - May 2001
Education
De Anza College 2010 — 2011
AA, Accounting
University of Phoenix 2008 — 2009
MSA
University of New Hampshire 1976 — 1980
BA, Psychology
Hilary Lane's KPMG Peat Marwick Experience June 1996 - August 1998
Job Consultant Marketing and Strategy, Consumer Products
Industry Health, Wellness and Fitness
Experience
Amalou Skin LLC, formerly Mamaloo Skin LLC January 2008 - September 2012
Kraft Foods Inc. September 2000 - May 2006
KPMG Peat Marwick June 1996 - August 1998
BBDO 1995 - 1996
DMB&B 1994 - 1995
North Castle Partners 1993 - 1994
Skills
Marketing, Public Relations, Entrepreneurship, Marketing Strategy, Advertising, Strategic Planning, Consumer Products, Product Development, Social Media, Customer Insight, Start-ups, Management, Strategy
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA, General Management
Dartmouth College 1989 — 1993
BA, History
Amalou Skin LLC, formerly Mamaloo Skin LLC January 2008 - September 2012
Kraft Foods Inc. September 2000 - May 2006
KPMG Peat Marwick June 1996 - August 1998
BBDO 1995 - 1996
DMB&B 1994 - 1995
North Castle Partners 1993 - 1994
Skills
Marketing, Public Relations, Entrepreneurship, Marketing Strategy, Advertising, Strategic Planning, Consumer Products, Product Development, Social Media, Customer Insight, Start-ups, Management, Strategy
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA, General Management
Dartmouth College 1989 — 1993
BA, History
Larry Meding's KPMG Peat Marwick Experience 1994 - 1996
Job Director BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
Gary Hennes's KPMG Peat Marwick Experience May 1965 - 1970
Job Retired at Retired
Industry Printing
Experience
Retired January 2015 - Present
VSL Investments, LLC dba Classic Care Mobility September 2011 - December 2012
Micro/Byte Marketing & Mailing, Inc. August 1977 - June 2010
PIP Printing and Marketing Services October 1977 - July 2009
Michigan Cottage Cheese 1976 - 1977
McCulloch Industries 1971 - 1976
Delmark Company April 1970 - November 1971
KPMG Peat Marwick May 1965 - 1970
Skills
Customer Service, Digital Printing, Microsoft Office, New Business Development, Offset Printing, Pre-press, Direct Mail, Microsoft Excel, Strategic Planning, Advertising, Project Management, Microsoft Word, Financial Reporting, Payroll, Project Planning, Team Building, Public Speaking, Leadership
Education
Concordia College
B.A., Economics, Philosophy
Retired January 2015 - Present
VSL Investments, LLC dba Classic Care Mobility September 2011 - December 2012
Micro/Byte Marketing & Mailing, Inc. August 1977 - June 2010
PIP Printing and Marketing Services October 1977 - July 2009
Michigan Cottage Cheese 1976 - 1977
McCulloch Industries 1971 - 1976
Delmark Company April 1970 - November 1971
KPMG Peat Marwick May 1965 - 1970
Skills
Customer Service, Digital Printing, Microsoft Office, New Business Development, Offset Printing, Pre-press, Direct Mail, Microsoft Excel, Strategic Planning, Advertising, Project Management, Microsoft Word, Financial Reporting, Payroll, Project Planning, Team Building, Public Speaking, Leadership
Education
Concordia College
B.A., Economics, Philosophy
Maureen Birmingham's KPMG Peat Marwick Experience January 1997 - July 1997
Job Tax Manager at Kelley Sammons Armstrong Toole & Ellison, LLP
Industry Accounting
Experience
Kelley Sammons Toole & Ellison, LLP December 2012 - Present
Worsham & Sammons, LLC October 1997 - December 2012
KPMG Peat Marwick January 1997 - July 1997
Skills
Income Tax, Financial Planning, Tax Compliance, Estate Tax Planning, Strategic Financial..., Corporate Tax, Accounting, Tax Preparation, Tax Returns, Tax, Financial Planners, S Corporations, Financial Reporting, CPA, Auditing, Tax Research, Financial Analysis, QuickBooks, Tax Accounting, Strategic Planning
Education
College for Financial Planning
CFP, Financial Planning
SUNY Buffalo Law School
J.D., Law
Villanova University School of Law
LL.M, Taxation
Kelley Sammons Toole & Ellison, LLP December 2012 - Present
Worsham & Sammons, LLC October 1997 - December 2012
KPMG Peat Marwick January 1997 - July 1997
Skills
Income Tax, Financial Planning, Tax Compliance, Estate Tax Planning, Strategic Financial..., Corporate Tax, Accounting, Tax Preparation, Tax Returns, Tax, Financial Planners, S Corporations, Financial Reporting, CPA, Auditing, Tax Research, Financial Analysis, QuickBooks, Tax Accounting, Strategic Planning
Education
College for Financial Planning
CFP, Financial Planning
SUNY Buffalo Law School
J.D., Law
Villanova University School of Law
LL.M, Taxation
Drucie Haddock's KPMG Peat Marwick Experience 1985 - 1986
Job Investment Accounting Manager at Colorado PERA
Industry Government Administration
Experience
Colorado PERA September 1986 - Present
KPMG Peat Marwick 1985 - 1986
Skills
Microsoft Excel, Financial Analysis, Auditing, Internal Controls, Financial Reporting, Accounting
Education
University of Denver - Daniels College of Business 1983 — 1985
MBA, Accounting
Colorado State University 1976 — 1977
Bachelor of Arts (B.A.), English Language and Literature/Letters
Colorado PERA September 1986 - Present
KPMG Peat Marwick 1985 - 1986
Skills
Microsoft Excel, Financial Analysis, Auditing, Internal Controls, Financial Reporting, Accounting
Education
University of Denver - Daniels College of Business 1983 — 1985
MBA, Accounting
Colorado State University 1976 — 1977
Bachelor of Arts (B.A.), English Language and Literature/Letters
David Berkowitz's KPMG Peat Marwick Experience 1986 - 1996
Job President, Lincoln Financial Network at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2012 - Present
Lincoln Financial Group 2003 - 2012
Merrill Lynch 1996 - 2003
KPMG Peat Marwick 1986 - 1996
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Drexel University - LeBow College of Business 1981 — 1986
BS, Accounting
George Washington High School 1977 — 1981
High School
Lincoln Financial Group October 2012 - Present
Lincoln Financial Group 2003 - 2012
Merrill Lynch 1996 - 2003
KPMG Peat Marwick 1986 - 1996
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Drexel University - LeBow College of Business 1981 — 1986
BS, Accounting
George Washington High School 1977 — 1981
High School
Mikal L. Claar's KPMG Peat Marwick Experience March 1980 - May 1986
Job Owner, Cain, Ellsworth & Co LLP
Industry Accounting
Experience
Cain, Ellsworth & Co LLP June 1986 - Present
Sanford Health January 2002 - November 2012
KPMG Peat Marwick March 1980 - May 1986
Skills
Corporate Tax, Financial Reporting, Accounting, Bookkeeping, Business Tax Planning, Gift Tax, Tax, Entity Selection, Financial Accounting, Estate Planning, Tax Preparation, Income Tax, CPA, Partnership Taxation, Tax Accounting, Tax Research, Financial Statements, Auditing, Public Speaking
Education
Creighton University School of Law 1979 — 1982
Juris Doctor, Law
University of Nebraska-Lincoln 1975 — 1979
Bachelor of Science in Business Administration, Accounting
Cain, Ellsworth & Co LLP June 1986 - Present
Sanford Health January 2002 - November 2012
KPMG Peat Marwick March 1980 - May 1986
Skills
Corporate Tax, Financial Reporting, Accounting, Bookkeeping, Business Tax Planning, Gift Tax, Tax, Entity Selection, Financial Accounting, Estate Planning, Tax Preparation, Income Tax, CPA, Partnership Taxation, Tax Accounting, Tax Research, Financial Statements, Auditing, Public Speaking
Education
Creighton University School of Law 1979 — 1982
Juris Doctor, Law
University of Nebraska-Lincoln 1975 — 1979
Bachelor of Science in Business Administration, Accounting
CAROL SAVOIE's KPMG Peat Marwick Experience December 1989 - October 1995
Job Director, Entertainment Tax, Deloitte Tax, LLP
Industry Entertainment
Experience
Women in Film & Television International 1997 - Present
Deloitte Tax LLP October 1995 - Present
Starlight Children's Foundation September 1995 - Present
Women in Film Foundation 2010 - 2013
STARLIGHT FOUNDATION 1995 - 2013
KPMG Peat Marwick December 1989 - October 1995
Coopers & Lybrand December 1983 - December 1989
Skills
Non-profits, Film Production, Entertainment, Management Consulting, Program Development, Budgets, Strategic Planning, Fundraising, Entrepreneurship, Accounting, Public Speaking, Strategic Partnerships, Nonprofits
Education
DePaul University 1985 — 1989
Saint Mary-of-the-Woods College 1979 — 1984
BS
Illinois College 1974 — 1975
CENTRAL HIGH SCHOOL 1971 — 1974
Women in Film & Television International 1997 - Present
Deloitte Tax LLP October 1995 - Present
Starlight Children's Foundation September 1995 - Present
Women in Film Foundation 2010 - 2013
STARLIGHT FOUNDATION 1995 - 2013
KPMG Peat Marwick December 1989 - October 1995
Coopers & Lybrand December 1983 - December 1989
Skills
Non-profits, Film Production, Entertainment, Management Consulting, Program Development, Budgets, Strategic Planning, Fundraising, Entrepreneurship, Accounting, Public Speaking, Strategic Partnerships, Nonprofits
Education
DePaul University 1985 — 1989
Saint Mary-of-the-Woods College 1979 — 1984
BS
Illinois College 1974 — 1975
CENTRAL HIGH SCHOOL 1971 — 1974
David Livelsberger's KPMG Peat Marwick Experience December 1994 - January 1999
Job Sr. Engineer at Fannie Mae
Industry Computer Software
Experience
Fannie Mae February 1999 - Present
KPMG Peat Marwick December 1994 - January 1999
Metrica Systems December 1989 - December 1994
Education
Dominican University 1982 — 1986
BA, Computer Science, Mathematics, Economics
George Mason University
Software Systems Engineering
Illinois Institute of Technology
Computer Science
Fannie Mae February 1999 - Present
KPMG Peat Marwick December 1994 - January 1999
Metrica Systems December 1989 - December 1994
Education
Dominican University 1982 — 1986
BA, Computer Science, Mathematics, Economics
George Mason University
Software Systems Engineering
Illinois Institute of Technology
Computer Science
Gregory Bradler, CFA's KPMG Peat Marwick Experience 1988 - 1992
Job Director at Swiss Re
Industry Information Technology and Services
Experience
Swiss Re May 1998 - Present
JP Morgan January 1992 - May 1998
KPMG Peat Marwick 1988 - 1992
Skills
Fixed Income, FX Options, Credit Derivatives, Derivatives, Capital Markets, Market Risk, Trading Systems, Trading, Commodity, Equity Derivatives, Equities, Financial Risk, Interest Rate..., Quantitative Finance, Alternative Investments, Hedging, Hedge Funds, Investment Banking, Securities, Swaps, Options, Databases, Sybase, Commodity Markets, ALM, Middle Office, Programming, ABS, Bonds, Structured Finance, Financial Markets, Bloomberg, Financial Structuring, C++, Java, Perl, VBA, Python, Oracle Database, Toad, Unix, Insurance Linked..., Risk Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance
Cornell University 1983 — 1988
BA, Computer Science
Dumont High School 1979 — 1983
Swiss Re May 1998 - Present
JP Morgan January 1992 - May 1998
KPMG Peat Marwick 1988 - 1992
Skills
Fixed Income, FX Options, Credit Derivatives, Derivatives, Capital Markets, Market Risk, Trading Systems, Trading, Commodity, Equity Derivatives, Equities, Financial Risk, Interest Rate..., Quantitative Finance, Alternative Investments, Hedging, Hedge Funds, Investment Banking, Securities, Swaps, Options, Databases, Sybase, Commodity Markets, ALM, Middle Office, Programming, ABS, Bonds, Structured Finance, Financial Markets, Bloomberg, Financial Structuring, C++, Java, Perl, VBA, Python, Oracle Database, Toad, Unix, Insurance Linked..., Risk Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance
Cornell University 1983 — 1988
BA, Computer Science
Dumont High School 1979 — 1983
Steffanie Czaja's KPMG Peat Marwick Experience 1989 - 1993
Job Executive Administrative Assistant at EXPRESS
Industry Retail
Experience
EXPRESS 2007 - Present
Express 2007 - 2015
Express 2004 - 2007
Professional Planning Consultants 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
Outlook, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, OneNote, Reflexis Task Management, Concur Travel and..., Event Planning
Education
Columbus State Community College 1974 — 1976
Associate Degree in Applied Business, Applied Business
Columbus State Community College 1974 — 1976
Associate's degree in Applied Business, Administrative Assistant and Secretarial Science, General
EXPRESS 2007 - Present
Express 2007 - 2015
Express 2004 - 2007
Professional Planning Consultants 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
Outlook, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, OneNote, Reflexis Task Management, Concur Travel and..., Event Planning
Education
Columbus State Community College 1974 — 1976
Associate Degree in Applied Business, Applied Business
Columbus State Community College 1974 — 1976
Associate's degree in Applied Business, Administrative Assistant and Secretarial Science, General
Trela Bird's KPMG Peat Marwick Experience 1987 - 1989
Job Realtor at Urban Utah Homes & Estates
Industry Real Estate
Experience
Urban Utah Homes & Estates November 2008 - Present
McDonald Group March 2004 - November 2008
Nortel Networks September 1997 - July 2003
Telewest Communications, plc September 1993 - September 1997
U S WEST 1989 - 1993
KPMG Peat Marwick 1987 - 1989
Skills
Real Estate, Property, Sellers, First Time Home Buyers, First Time Home Buyer..., Buyer Representation, Relocation Buyers, Vacation Homes, Investors, Single Family Homes, REO, Real Estate Transactions, New Home Sales
Education
Colorado State University 1983 — 1987
BS BA, Accounting
Urban Utah Homes & Estates November 2008 - Present
McDonald Group March 2004 - November 2008
Nortel Networks September 1997 - July 2003
Telewest Communications, plc September 1993 - September 1997
U S WEST 1989 - 1993
KPMG Peat Marwick 1987 - 1989
Skills
Real Estate, Property, Sellers, First Time Home Buyers, First Time Home Buyer..., Buyer Representation, Relocation Buyers, Vacation Homes, Investors, Single Family Homes, REO, Real Estate Transactions, New Home Sales
Education
Colorado State University 1983 — 1987
BS BA, Accounting
Geoff Manna's KPMG Peat Marwick Experience 1983 - 1991
Job Board Member
Industry Investment Banking
Experience
. October 2013 - Present
Flying Point Capital, LLC 2013 - Present
Manna Capital Partners, LP 2008 - Present
Manna Consulting 2008 - Present
The Royal Bank of Scotland 2006 - 2008
BNP Paribas 2004 - 2006
Credit Suisse First Boston 1999 - 2004
Deutsche Bank 1995 - 1999
U S WEST Capital 1991 - 1994
KPMG Peat Marwick 1983 - 1991
Skills
Investment Banking, Investments, Mergers & Acquisitions, Equities, Venture Capital, Due Diligence, Leveraged Finance, Securities, Financial Services
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Villanova University 1979 — 1983
BS, Accounting
. October 2013 - Present
Flying Point Capital, LLC 2013 - Present
Manna Capital Partners, LP 2008 - Present
Manna Consulting 2008 - Present
The Royal Bank of Scotland 2006 - 2008
BNP Paribas 2004 - 2006
Credit Suisse First Boston 1999 - 2004
Deutsche Bank 1995 - 1999
U S WEST Capital 1991 - 1994
KPMG Peat Marwick 1983 - 1991
Skills
Investment Banking, Investments, Mergers & Acquisitions, Equities, Venture Capital, Due Diligence, Leveraged Finance, Securities, Financial Services
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Villanova University 1979 — 1983
BS, Accounting
Loritta Cheng's KPMG Peat Marwick Experience 1997 - 1998
Job Director at MetLife
Industry Investment Management
Experience
MetLife AnalystDeutsche BankMay 1998 - April 2000
KPMG Peat Marwick 1997 - 1998
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
MetLife AnalystDeutsche BankMay 1998 - April 2000
KPMG Peat Marwick 1997 - 1998
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Matt Hage's KPMG Peat Marwick Experience 1993 - 1998
Job Principal/CFO at Better Homes and Gardens Real Estate Move Time Realty
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Move Time Realty 2008 - Present
Hacienda Builders 1998 - 2009
KPMG Peat Marwick 1993 - 1998
Education
Drake University 1989 — 1993
Bacheler of Science in Business Administration, Accounting and Finance
Better Homes and Gardens Real Estate Move Time Realty 2008 - Present
Hacienda Builders 1998 - 2009
KPMG Peat Marwick 1993 - 1998
Education
Drake University 1989 — 1993
Bacheler of Science in Business Administration, Accounting and Finance
Brynne Shaner's KPMG Peat Marwick Experience 1992 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch April 1994 - February 2004
Dean Witter 1993 - 1994
KPMG Peat Marwick 1992 - 1993
WIlliams Securities Group June 1983 - November 1989
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Taxation
DePauw University 1979 — 1983
BA, History
Merrill Lynch April 1994 - February 2004
Dean Witter 1993 - 1994
KPMG Peat Marwick 1992 - 1993
WIlliams Securities Group June 1983 - November 1989
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Taxation
DePauw University 1979 — 1983
BA, History
Bradley Roegner's KPMG Peat Marwick Experience January 2001 - September 2009
Job Controller at CORPTAX, Inc.
Industry Accounting
Experience
CORPTAX, Inc. September 2009 - Present
KPMG Peat Marwick January 2001 - September 2009
LINC Capital 1999 - 2000
Skills
Forecasting, Financial Reporting, Financial Analysis, Auditing, Budgets, Due Diligence, Management, Start-ups, US GAAP, Leadership, IFRS, Analysis, Tax, Strategic Financial..., Consolidation, SEC filings, Project Planning, Sales, Sarbanes-Oxley Act, Accounting
Education
Northern Illinois University 1996 — 1999
Bachelor of Science, Accountancy
DePaul University - Charles H. Kellstadt Graduate School of Business
CORPTAX, Inc. September 2009 - Present
KPMG Peat Marwick January 2001 - September 2009
LINC Capital 1999 - 2000
Skills
Forecasting, Financial Reporting, Financial Analysis, Auditing, Budgets, Due Diligence, Management, Start-ups, US GAAP, Leadership, IFRS, Analysis, Tax, Strategic Financial..., Consolidation, SEC filings, Project Planning, Sales, Sarbanes-Oxley Act, Accounting
Education
Northern Illinois University 1996 — 1999
Bachelor of Science, Accountancy
DePaul University - Charles H. Kellstadt Graduate School of Business
Cherie Fitzsimmons's KPMG Peat Marwick Experience August 1987 - May 1991
Job Second Vice President at Gen Re
Industry Insurance
Experience
Gen Re May 1991 - Present
KPMG Peat Marwick August 1987 - May 1991
Education
College of the Holy Cross 1984 — 1985
BA, Economics/Accounting
South Hadley High School 1979 — 1983
Gen Re May 1991 - Present
KPMG Peat Marwick August 1987 - May 1991
Education
College of the Holy Cross 1984 — 1985
BA, Economics/Accounting
South Hadley High School 1979 — 1983
Kevin Devlin's KPMG Peat Marwick Experience 1992 - 1994
Job Vice President, Accounting and Financial Reporting at Alliant Credit Union
Industry Financial Services
Experience
Alliant Credit Union April 2010 - Present
Discover Financial Services 1994 - 2009
KPMG Peat Marwick 1992 - 1994
Skills
Financial Analysis, Accounting, Banking, Credit, Credit Cards, Financial Modeling, Financial Reporting, Financial Services, Forecasting, Loans, Internal Controls, Portfolio Management, Risk Management
Education
DePaul University 1990 — 1992
BSC, Accountancy
Alliant Credit Union April 2010 - Present
Discover Financial Services 1994 - 2009
KPMG Peat Marwick 1992 - 1994
Skills
Financial Analysis, Accounting, Banking, Credit, Credit Cards, Financial Modeling, Financial Reporting, Financial Services, Forecasting, Loans, Internal Controls, Portfolio Management, Risk Management
Education
DePaul University 1990 — 1992
BSC, Accountancy
Ken Brink's KPMG Peat Marwick Experience February 2008 - March 2008
Job Senior Analyst at City of Colorado Springs
Industry Government Administration
Experience
Colorado Springs Office of Emergency Management May 2008 - Present
KPMG Peat Marwick February 2008 - March 2008
Iowa Homeland Security and Emergency Management Division March 2003 - July 2007
Aurora Colorado Planning Department April 2001 - March 2003
Denver Regional Council of Governments July 1997 - July 2000
Education
Drake University 2007 — 2007
University of Colorado Denver 1994 — 1996
University of Iowa 1989 — 1993
Des Moines Area Community College 1990 — 1990
Southeast Polk High School 1985 — 1989
Colorado Springs Office of Emergency Management May 2008 - Present
KPMG Peat Marwick February 2008 - March 2008
Iowa Homeland Security and Emergency Management Division March 2003 - July 2007
Aurora Colorado Planning Department April 2001 - March 2003
Denver Regional Council of Governments July 1997 - July 2000
Education
Drake University 2007 — 2007
University of Colorado Denver 1994 — 1996
University of Iowa 1989 — 1993
Des Moines Area Community College 1990 — 1990
Southeast Polk High School 1985 — 1989
Joseph O'Connor's KPMG Peat Marwick Experience December 1993 - November 1996
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JP Morgan 1996 - Present
KPMG Peat Marwick December 1993 - November 1996
KPMG November 1988 - December 1993
Skills
CCAR, DFAST, Basel III, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Investment Banking, Equities, Fixed Income, Valuation, Electronic Trading, Mergers & Acquisitions, Risk Management, Strategic Planning, Change Management, Business Strategy, Strategic Financial..., Accounting
Education
Columbia University - Columbia Business School 2000 — 2001
MBA
University College Dublin 1985 — 1988
Bachelor of Commerce (B.Com.), Accounting
JP Morgan 1996 - Present
KPMG Peat Marwick December 1993 - November 1996
KPMG November 1988 - December 1993
Skills
CCAR, DFAST, Basel III, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Investment Banking, Equities, Fixed Income, Valuation, Electronic Trading, Mergers & Acquisitions, Risk Management, Strategic Planning, Change Management, Business Strategy, Strategic Financial..., Accounting
Education
Columbia University - Columbia Business School 2000 — 2001
MBA
University College Dublin 1985 — 1988
Bachelor of Commerce (B.Com.), Accounting
Arun Pathak's KPMG Peat Marwick Experience 2008 - 2010
Job Auditor at Nawaz Taub & Wasserman Chartered Accountants LLP
Industry Accounting
Experience
Nawaz Taub & Wasserman Chartered Accountants LLP 2014 - Present
Gargash Insurance Services 2011 - 2013
KPMG Peat Marwick 2008 - 2010
Ernst & Young 2005 - 2008
Skills
Auditing, Internal Controls, Risk Management, Compliance, Financial Analysis, Manage Client..., Financial Accounting, Budget Forecasts, Due Diligence, IFRS, External Audit, Budgets, Internal Audit, Assurance, Financial Audits, Financial Reporting, MIS, Consolidation
Education
CPA CANADA 2015 — 2016
Certified Public Accountant
York University 2014 — 2015
IEP Bridging Program, Accounting and Finance
The Institute of Chartered Accountants of India
Chartered Accountant
Delhi University
Bachelor of Commerce (B.Com.)
Kendriya Vidyalaya
Nawaz Taub & Wasserman Chartered Accountants LLP 2014 - Present
Gargash Insurance Services 2011 - 2013
KPMG Peat Marwick 2008 - 2010
Ernst & Young 2005 - 2008
Skills
Auditing, Internal Controls, Risk Management, Compliance, Financial Analysis, Manage Client..., Financial Accounting, Budget Forecasts, Due Diligence, IFRS, External Audit, Budgets, Internal Audit, Assurance, Financial Audits, Financial Reporting, MIS, Consolidation
Education
CPA CANADA 2015 — 2016
Certified Public Accountant
York University 2014 — 2015
IEP Bridging Program, Accounting and Finance
The Institute of Chartered Accountants of India
Chartered Accountant
Delhi University
Bachelor of Commerce (B.Com.)
Kendriya Vidyalaya
Bruce Skivington's KPMG Peat Marwick Experience October 1993 - January 1996
Job Independent Computer Software Professional
Industry Computer Software
Experience
IT consultant Self Employed August 2004 - Present
Hartford Steam Boiler August 1998 - August 2004
Software Technology Green House August 1996 - August 1998
KPMG, PEAT MARWICK October 1993 - January 1996
AETNA LIFE AND CASUALTY August 1970 - August 1993
Skills
Business Analysis, Business Intelligence, Requirements Analysis, SDLC, Data Warehousing, Business Process, Enterprise Architecture, Solution Architecture, IT Strategy, Requirements Gathering, Software Project..., Data Migration, PMO, Business Requirements, Data Modeling, Consulting, Vendor Management
Education
The Wharton School, University of Pennsylvania 1979 — 1979
Certificate, Data Administration
Drake University 1964 — 1966
BS, Business Administration, Economics
KEYSTONE COLLEGE 1962 — 1964
AA, BUSINESS
IT consultant Self Employed August 2004 - Present
Hartford Steam Boiler August 1998 - August 2004
Software Technology Green House August 1996 - August 1998
KPMG, PEAT MARWICK October 1993 - January 1996
AETNA LIFE AND CASUALTY August 1970 - August 1993
Skills
Business Analysis, Business Intelligence, Requirements Analysis, SDLC, Data Warehousing, Business Process, Enterprise Architecture, Solution Architecture, IT Strategy, Requirements Gathering, Software Project..., Data Migration, PMO, Business Requirements, Data Modeling, Consulting, Vendor Management
Education
The Wharton School, University of Pennsylvania 1979 — 1979
Certificate, Data Administration
Drake University 1964 — 1966
BS, Business Administration, Economics
KEYSTONE COLLEGE 1962 — 1964
AA, BUSINESS
Yanai Frank's KPMG Peat Marwick Experience April 1997 - June 1998
Job Buckingham Capital
Industry Investment Management
Experience
Buckingham Capital Management May 2012 - Present
Kingdon Capital March 2002 - January 2012
Zweig DiMenna July 2000 - March 2002
KPMG Peat Marwick April 1997 - June 1998
Foster Wheeler Environmental November 1994 - March 1997
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Cornell University 1993 — 1994
MEng, Civil & Environmental Engineering
Cornell University 1989 — 1993
BS, Engineering
Buckingham Capital Management May 2012 - Present
Kingdon Capital March 2002 - January 2012
Zweig DiMenna July 2000 - March 2002
KPMG Peat Marwick April 1997 - June 1998
Foster Wheeler Environmental November 1994 - March 1997
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Cornell University 1993 — 1994
MEng, Civil & Environmental Engineering
Cornell University 1989 — 1993
BS, Engineering
Michel Levasseur's KPMG Peat Marwick Experience 1984 - 1986
Job VPFinance & Adm. at Vortex Aquatic Structures International
Industry Construction
Experience
Vortex Aquatic Structures International September 2011 - Present
Groupe Dumoulin Electronique Inc. September 2010 - August 2011
Fieldturf Tarkett Inc. August 2009 - February 2010
Fieldturf Inc. October 1998 - July 2009
Royal Trust October 2006 - June 2007
Ovale Lincoln Mercury Inc. September 1989 - February 1998
OE Inc July 1987 - September 1989
KPMG Peat Marwick 1984 - 1986
KPMG 1984 - 1986
Skills
Financial Analysis, Management, Strategic Planning, Leadership, Finance, Budgets, Financial Reporting, Mergers & Acquisitions, Strategy
Education
Concordia University 1980 — 1984
BA, Diploma Accountancy, Accountancy
Concordia University
Accounting
Vortex Aquatic Structures International September 2011 - Present
Groupe Dumoulin Electronique Inc. September 2010 - August 2011
Fieldturf Tarkett Inc. August 2009 - February 2010
Fieldturf Inc. October 1998 - July 2009
Royal Trust October 2006 - June 2007
Ovale Lincoln Mercury Inc. September 1989 - February 1998
OE Inc July 1987 - September 1989
KPMG Peat Marwick 1984 - 1986
KPMG 1984 - 1986
Skills
Financial Analysis, Management, Strategic Planning, Leadership, Finance, Budgets, Financial Reporting, Mergers & Acquisitions, Strategy
Education
Concordia University 1980 — 1984
BA, Diploma Accountancy, Accountancy
Concordia University
Accounting
Gregory Broer's KPMG Peat Marwick Experience October 1987 - April 1994
Job Vice President at VALIC and AIG Annuity
Industry Financial Services
Experience
VALIC and AIG Annuity April 1994 - Present
KPMG Peat Marwick October 1987 - April 1994
American General Life Companies December 1980 - October 1987
Education
Drake University 1974 — 1978
BSBA, Actuarial Science and Accounting
VALIC and AIG Annuity April 1994 - Present
KPMG Peat Marwick October 1987 - April 1994
American General Life Companies December 1980 - October 1987
Education
Drake University 1974 — 1978
BSBA, Actuarial Science and Accounting
Namrata Maguire, CPA's KPMG Peat Marwick Experience June 1992 - September 1995
Job Founder & Director, Namrata Maguire LLC
Industry Management Consulting
Experience
Namrata Maguire, LLC March 2005 - Present
ITOCHU International, Inc. January 2001 - March 2005
GMEX, Inc. January 2000 - December 2000
IBM June 1997 - December 2000
KPMG Peat Marwick June 1992 - September 1995
Skills
Strategy, Start-ups, Business Planning, Financial Modeling, Forecasting, Business Development, Management, Financial Analysis, Finance, Analysis, Due Diligence, Change Management, Outsourcing, Strategic Financial..., Contract Negotiation, Portfolio Management, Strategic Planning, Leadership, Management Consulting, Managerial Finance, Business Strategy, Entrepreneurship, Sales, Mergers & Acquisitions, Strategic Partnerships, Valuation, Competitive Analysis, Executive Management, New Business Development, Corporate Development, Restructuring, Business Analysis, Cross-functional Team..., CRM, Market Research, Negotiation, Marketing Strategy, Corporate Finance, Program Management, Project Planning, Process Improvement, Investments
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MA, International Business
Loyola University Maryland 1989 — 1993
BBA, Accounting
Namrata Maguire, LLC March 2005 - Present
ITOCHU International, Inc. January 2001 - March 2005
GMEX, Inc. January 2000 - December 2000
IBM June 1997 - December 2000
KPMG Peat Marwick June 1992 - September 1995
Skills
Strategy, Start-ups, Business Planning, Financial Modeling, Forecasting, Business Development, Management, Financial Analysis, Finance, Analysis, Due Diligence, Change Management, Outsourcing, Strategic Financial..., Contract Negotiation, Portfolio Management, Strategic Planning, Leadership, Management Consulting, Managerial Finance, Business Strategy, Entrepreneurship, Sales, Mergers & Acquisitions, Strategic Partnerships, Valuation, Competitive Analysis, Executive Management, New Business Development, Corporate Development, Restructuring, Business Analysis, Cross-functional Team..., CRM, Market Research, Negotiation, Marketing Strategy, Corporate Finance, Program Management, Project Planning, Process Improvement, Investments
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MA, International Business
Loyola University Maryland 1989 — 1993
BBA, Accounting
Stephen J Wagner's KPMG Peat Marwick Experience November 1993 - June 1998
Job Executive Director Corporate Finance at The Estee Lauder Companies Inc.
Industry Consumer Goods
Experience
Estee Lauder June 1998 - Present
KPMG Peat Marwick November 1993 - June 1998
Education
Dowling College
BBA, Accounting
Estee Lauder June 1998 - Present
KPMG Peat Marwick November 1993 - June 1998
Education
Dowling College
BBA, Accounting
Richard L. Sieber's KPMG Peat Marwick Experience January 1985 - January 1988
Job Consulting Assignments (CPA Firms) Long Island, NY
Industry Accounting
Experience
Consulting Assignments (CPA Firms) Long Island, NY November 2010 - Present
Rynkar, Vail & Barrett LLP December 2007 - October 2010
KGS LLP 2007 - 2007
Esposito, Fuchs Taormina & Co July 2005 - 2007
Interboro Mutual Indemnity Insurance Co 2002 - 2005
Kilgannon, Furey January 1996 - January 2002
Coopers & Lybrand, LLP January 1993 - January 1995
Coopers & Lybrand 1993 - 1995
Dime Savings Bank January 1988 - January 1993
KPMG Peat Marwick January 1985 - January 1988
Skills
Accounting, Auditing, Audit, Internal Controls, Financial Reporting, Internal Audit, US GAAP, IFRS, Financial Accounting, GAAP, Tax, Budgeting, Financial Analysis, Cash Flow, Financial Statements, Budgets, Account Reconciliation, CPA
Education
Dowling College 1979 — 1983
Bachelor of Business Administration (BBA)
Consulting Assignments (CPA Firms) Long Island, NY November 2010 - Present
Rynkar, Vail & Barrett LLP December 2007 - October 2010
KGS LLP 2007 - 2007
Esposito, Fuchs Taormina & Co July 2005 - 2007
Interboro Mutual Indemnity Insurance Co 2002 - 2005
Kilgannon, Furey January 1996 - January 2002
Coopers & Lybrand, LLP January 1993 - January 1995
Coopers & Lybrand 1993 - 1995
Dime Savings Bank January 1988 - January 1993
KPMG Peat Marwick January 1985 - January 1988
Skills
Accounting, Auditing, Audit, Internal Controls, Financial Reporting, Internal Audit, US GAAP, IFRS, Financial Accounting, GAAP, Tax, Budgeting, Financial Analysis, Cash Flow, Financial Statements, Budgets, Account Reconciliation, CPA
Education
Dowling College 1979 — 1983
Bachelor of Business Administration (BBA)
Douglas Comer's KPMG Peat Marwick Experience 1984 - 1989
Job President, PDRR Capital District
Industry Construction
Experience
PDRR Capital District August 1990 - Present
KPMG Peat Marwick 1984 - 1989
Education
Duke University
Economics
Mercersburg Academy
High School
The Ohio State University
MPA, Public Administration: Accounting
PDRR Capital District August 1990 - Present
KPMG Peat Marwick 1984 - 1989
Education
Duke University
Economics
Mercersburg Academy
High School
The Ohio State University
MPA, Public Administration: Accounting
Joe Grunklee's KPMG Peat Marwick Experience September 1986 - September 1990
Job Sr. Tax Manager at Brix + Partners LLC
Industry Accounting
Experience
Brix + Partners LLC May 2013 - Present
Robert Half December 2012 - April 2013
NetJets August 2011 - August 2012
SolomonEdwardsGroup January 2009 - July 2011
Optium Corporation July 2007 - December 2008
TOTAL, Inc September 1990 - December 2006
KPMG Peat Marwick September 1986 - September 1990
Skills
Tax, SEC filings, Sarbanes-Oxley Act, Corporate Tax, US GAAP, Tax Accounting, Accounting, GAAP, CPA, Internal Controls, Auditing, Financial Reporting, Account Reconciliation, Accountants, Big 4, Cash Flow, Cash Flow Forecasting, Cash Management, Consolidation, Due Diligence, External Audit, FAS 5, FAS109, FASB, FIN 48, Financial Accounting, Financial Analysis, Financial Audits, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, Hyperion Enterprise, IFRS, Internal Audit, International Tax, Multi-State Sales Tax, Payroll, Property Tax, Provision, QuickBooks, Revenue Recognition, SOX 404, Sarbanes-Oxley, State Tax, Strategic Financial..., Tax Preparation, Tax Research, UK Corporation Tax, US Tax
Education
Villanova University 1989 — 1991
Masters, Taxation
Drexel University 1980 — 1985
Bachelor, Accounting
Brix + Partners LLC May 2013 - Present
Robert Half December 2012 - April 2013
NetJets August 2011 - August 2012
SolomonEdwardsGroup January 2009 - July 2011
Optium Corporation July 2007 - December 2008
TOTAL, Inc September 1990 - December 2006
KPMG Peat Marwick September 1986 - September 1990
Skills
Tax, SEC filings, Sarbanes-Oxley Act, Corporate Tax, US GAAP, Tax Accounting, Accounting, GAAP, CPA, Internal Controls, Auditing, Financial Reporting, Account Reconciliation, Accountants, Big 4, Cash Flow, Cash Flow Forecasting, Cash Management, Consolidation, Due Diligence, External Audit, FAS 5, FAS109, FASB, FIN 48, Financial Accounting, Financial Analysis, Financial Audits, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, Hyperion Enterprise, IFRS, Internal Audit, International Tax, Multi-State Sales Tax, Payroll, Property Tax, Provision, QuickBooks, Revenue Recognition, SOX 404, Sarbanes-Oxley, State Tax, Strategic Financial..., Tax Preparation, Tax Research, UK Corporation Tax, US Tax
Education
Villanova University 1989 — 1991
Masters, Taxation
Drexel University 1980 — 1985
Bachelor, Accounting
Adam Frisch's KPMG Peat Marwick Experience 1995 - 1997
Job President at BIM Buy It Mobility Networks
Industry Financial Services
Experience
BIM - Buy It Mobility Networks Managing PartnerFusionLoopJanuary 2013 - Present
UBS August 2011 - December 2012
Morgan Stanley 1997 - 2011
KPMG Peat Marwick 1995 - 1997
Skills
Hedge Funds, Equity Research, Alternative Investments, Capital Markets, Investments, Asset Management, Equities, Portfolio Management, Fixed Income, Financial Modeling, Corporate Finance, Healthcare, Investment Banking, Valuation, Private Equity
Education
New York University 1995 — 1997
MPA
Cornell University 1989 — 1993
BS, Policy Analysis/Pre-Med
BIM - Buy It Mobility Networks Managing PartnerFusionLoopJanuary 2013 - Present
UBS August 2011 - December 2012
Morgan Stanley 1997 - 2011
KPMG Peat Marwick 1995 - 1997
Skills
Hedge Funds, Equity Research, Alternative Investments, Capital Markets, Investments, Asset Management, Equities, Portfolio Management, Fixed Income, Financial Modeling, Corporate Finance, Healthcare, Investment Banking, Valuation, Private Equity
Education
New York University 1995 — 1997
MPA
Cornell University 1989 — 1993
BS, Policy Analysis/Pre-Med
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY