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
Brent Tilson Brent Tilson's KPMG Peat Marwick Experience 1989 - 1991
Job Entrepreneur
Industry Human Resources
Experience
Tilson Property Groups 2007 - Present
Tilson Benefits Group, LLC 2000 - Present
Tilson 1995 - Present
KPMG Peat Marwick 1989 - 1991
Skills
Accounting, Start-ups, Employee Benefits, Leadership, Marketing, Human Resources, Entrepreneurship, Insurance, Public Speaking, Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting
Tilson Property Groups 2007 - Present
Tilson Benefits Group, LLC 2000 - Present
Tilson 1995 - Present
KPMG Peat Marwick 1989 - 1991
Skills
Accounting, Start-ups, Employee Benefits, Leadership, Marketing, Human Resources, Entrepreneurship, Insurance, Public Speaking, Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting
Kim Thies Kim Thies's KPMG Peat Marwick Experience 1994 - 1997
Job CFO | VP Finance | Entertainment Media
Industry Entertainment
Experience
Tribune Broadcasting July 2015 - Present
SABIO mobile October 2014 - Present
Univision January 2012 - August 2014
NBC Universal 2008 - 2012
NBC Universal 2006 - 2008
NBC Universal 1997 - 2006
Egreetings Network, Inc. 1999 - 2001
KPMG Peat Marwick 1994 - 1997
Salomon Smith Barney 1991 - 1993
Skills
Financial Modeling, Acquisition Integration, Managerial Finance, Financial Analysis, Forecasting, Mergers, Financial Reporting, Strategic Financial..., Start-ups, Corporate Finance, Budgets, Accounting, Financial Accounting, Cash Flow, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act, Variance Analysis, College Recruiting, Internal Audit, Auditing, Financial Planning, Hyperion Enterprise, Finance
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)
MPIA
University of California, Berkeley
Bachelor of Arts
International Christian University
Certificate
Tribune Broadcasting July 2015 - Present
SABIO mobile October 2014 - Present
Univision January 2012 - August 2014
NBC Universal 2008 - 2012
NBC Universal 2006 - 2008
NBC Universal 1997 - 2006
Egreetings Network, Inc. 1999 - 2001
KPMG Peat Marwick 1994 - 1997
Salomon Smith Barney 1991 - 1993
Skills
Financial Modeling, Acquisition Integration, Managerial Finance, Financial Analysis, Forecasting, Mergers, Financial Reporting, Strategic Financial..., Start-ups, Corporate Finance, Budgets, Accounting, Financial Accounting, Cash Flow, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act, Variance Analysis, College Recruiting, Internal Audit, Auditing, Financial Planning, Hyperion Enterprise, Finance
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)
MPIA
University of California, Berkeley
Bachelor of Arts
International Christian University
Certificate
Kathryn Westman Kathryn Westman's KPMG Peat Marwick Experience 1989 - 1991
Job Regional Vice President of Sales, Western Contract Division at The Robert Allen Group
Industry Textiles
Experience
The Robert Allen Group 2014 - Present
Acierno & Company 2012 - 2013
Mohawk Industries 2007 - 2011
Lees Carpets, a division of Mohawk Industries 2006 - 2007
Lees Carpets 2005 - 2006
IA Interior Architects 2000 - 2005
Ligne Roset Italy 1998 - 1999
GE Capital 1995 - 1997
Nestle USA 1991 - 1995
KPMG Peat Marwick 1989 - 1991
Skills
Product Development, Product Management, Market Research, Interior Design, Strategic Planning, Sales, Business Analysis, Architectures, Brand Management, Business Development, Forecasting, Creative Direction, Management, Marketing, Market Planning, Merchandising, Program Management, Retail, Sales Management, Space planning, Strategy, Textiles, Interior Architecture, New Business Development, Brand Development, Furniture, Marketing Strategy, Space Planning
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1989
Bachelor's Degree
Harrington College of Design 1997 — 2000
Interior Design
The Robert Allen Group 2014 - Present
Acierno & Company 2012 - 2013
Mohawk Industries 2007 - 2011
Lees Carpets, a division of Mohawk Industries 2006 - 2007
Lees Carpets 2005 - 2006
IA Interior Architects 2000 - 2005
Ligne Roset Italy 1998 - 1999
GE Capital 1995 - 1997
Nestle USA 1991 - 1995
KPMG Peat Marwick 1989 - 1991
Skills
Product Development, Product Management, Market Research, Interior Design, Strategic Planning, Sales, Business Analysis, Architectures, Brand Management, Business Development, Forecasting, Creative Direction, Management, Marketing, Market Planning, Merchandising, Program Management, Retail, Sales Management, Space planning, Strategy, Textiles, Interior Architecture, New Business Development, Brand Development, Furniture, Marketing Strategy, Space Planning
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1989
Bachelor's Degree
Harrington College of Design 1997 — 2000
Interior Design
Gino Startari's KPMG Peat Marwick Experience July 1988 - August 1990
Job Controller at DxID, LLC
Industry Hospital & Health Care
Experience
DxID, LLC January 2015 - Present
DxID, LLC August 2011 - December 2014
Cognisight, LLC August 2007 - July 2011
Fusion Productions December 1998 - August 2007
WROC-TV 1996 - 1998
WTRF-TV 1993 - 1996
Pitney Bowes 1992 - 1993
KPMG Peat Marwick July 1988 - August 1990
Skills
Management, Account Management, Project Management, Strategic Planning, Process Improvement, Medicare, Team Building, Relationship Management, Insurance, Cross-functional Team..., Budgets, Business Development, HCC Management, Medicare Risk Adjustment, Risk Adjustment Data..., RAPS & Encounter Data..., Sales, Leadership
Education
Indiana University of Pennsylvania 1990 — 1991
Bachelor of Applied Science (B.A.Sc.), Communications Media
Indiana University of PA 1984 — 1988
Bachelor of Science (B.Sc.), Accounting
DxID, LLC January 2015 - Present
DxID, LLC August 2011 - December 2014
Cognisight, LLC August 2007 - July 2011
Fusion Productions December 1998 - August 2007
WROC-TV 1996 - 1998
WTRF-TV 1993 - 1996
Pitney Bowes 1992 - 1993
KPMG Peat Marwick July 1988 - August 1990
Skills
Management, Account Management, Project Management, Strategic Planning, Process Improvement, Medicare, Team Building, Relationship Management, Insurance, Cross-functional Team..., Budgets, Business Development, HCC Management, Medicare Risk Adjustment, Risk Adjustment Data..., RAPS & Encounter Data..., Sales, Leadership
Education
Indiana University of Pennsylvania 1990 — 1991
Bachelor of Applied Science (B.A.Sc.), Communications Media
Indiana University of PA 1984 — 1988
Bachelor of Science (B.Sc.), Accounting
Anthony Maisano Anthony Maisano's KPMG Peat Marwick Experience April 1994 - April 1995
Job IT Solutions PCM Sarcom
Industry Information Technology and Services
Experience
PCM June 2010 - Present
Consulting June 2009 - June 2010
ATMI March 2006 - June 2009
General Electric - Danbury, CT April 2004 - March 2006
GE CORPORATE, Princeton, NJ February 2001 - April 2004
GE Corporate February 2001 - April 2003
GE Money May 1995 - February 2001
KPMG Peat Marwick April 1994 - April 1995
Verizon December 1987 - April 1994
Skills
Six Sigma, Process Improvement, Vendor Management, IT Strategy, Program Management, Outsourcing, SDLC, Disaster Recovery, Business Process..., Project Management, IT Operations, Cross-functional Team..., Change Management, Business Analysis, ITIL, Data Center, IT Service Management, IT Management, Security, PMP, SharePoint, Enterprise Software, Telecommunications
Education
Polytechnic University 1986 — 1998
MS, Engineering, Information Management
Iona College 1983 — 1987
BBA, Computers
PCM June 2010 - Present
Consulting June 2009 - June 2010
ATMI March 2006 - June 2009
General Electric - Danbury, CT April 2004 - March 2006
GE CORPORATE, Princeton, NJ February 2001 - April 2004
GE Corporate February 2001 - April 2003
GE Money May 1995 - February 2001
KPMG Peat Marwick April 1994 - April 1995
Verizon December 1987 - April 1994
Skills
Six Sigma, Process Improvement, Vendor Management, IT Strategy, Program Management, Outsourcing, SDLC, Disaster Recovery, Business Process..., Project Management, IT Operations, Cross-functional Team..., Change Management, Business Analysis, ITIL, Data Center, IT Service Management, IT Management, Security, PMP, SharePoint, Enterprise Software, Telecommunications
Education
Polytechnic University 1986 — 1998
MS, Engineering, Information Management
Iona College 1983 — 1987
BBA, Computers
Bill Johnson, CPA's KPMG Peat Marwick Experience 1985 - 1989
Job Senior Vice President and Chief Audit Executive, Envision Healthcare
Industry Hospital & Health Care
Experience
Envision Healthcare Corporation July 2014 - Present
Express Scripts 2005 - 2013
The May Department Stores Company 1989 - 2005
KPMG Peat Marwick 1985 - 1989
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, SEC filings, Financial Reporting, IT Audit, Financial Analysis, Process Improvement, Enterprise Risk..., Accounting, Risk Assessment, Finance, Management, Risk Management, Financial Modeling, Variance Analysis, Consolidation, Forecasting, GAAP, Cost Accounting, Managerial Finance, Financial Accounting, General Ledger, Corporate Governance, Mergers & Acquisitions, Leadership, Fraud, Due Diligence, Acquisition Integration, Business Process..., Analysis, Budgets, Project Management, Cross-functional Team..., COSO, SEC Filings
Education
Indiana University Bloomington
Bachelor's degree, Accounting
Envision Healthcare Corporation July 2014 - Present
Express Scripts 2005 - 2013
The May Department Stores Company 1989 - 2005
KPMG Peat Marwick 1985 - 1989
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, SEC filings, Financial Reporting, IT Audit, Financial Analysis, Process Improvement, Enterprise Risk..., Accounting, Risk Assessment, Finance, Management, Risk Management, Financial Modeling, Variance Analysis, Consolidation, Forecasting, GAAP, Cost Accounting, Managerial Finance, Financial Accounting, General Ledger, Corporate Governance, Mergers & Acquisitions, Leadership, Fraud, Due Diligence, Acquisition Integration, Business Process..., Analysis, Budgets, Project Management, Cross-functional Team..., COSO, SEC Filings
Education
Indiana University Bloomington
Bachelor's degree, Accounting
Leanne Rezac Leanne Rezac's KPMG Peat Marwick Experience August 1987 - August 1991
Job Volunteer & Special Events Coordinator, Bridgehaven Pregnancy Support Center
Industry Nonprofit Organization Management
Experience
Bridgehaven Pregnancy Support Center April 2013 - Present
Mary Kay Cosmetics January 1995 - Present
Bridgehaven Pregnancy Support Center January 2011 - April 2013
Bridgehaven Pregnancy Support Center May 2003 - January 2011
Collins Community Credit Union June 2000 - May 2002
Tiny Tot Daycare March 1994 - March 2000
Hawkeye Bank of Cedar Rapids September 1991 - March 1994
KPMG Peat Marwick August 1987 - August 1991
Helzberg Diamonds September 1984 - September 1988
American Mutual Life Insurance June 1985 - August 1987
Skills
Fundraisers, Volunteer Management, Editing, Sales, Leadership, Team Building, Resume Writing, Telephone Skills, Data Entry, Administrative..., Hands-on Training, Strategic Planning, Coaching, Marketing, Time Management, Newsletters, Human Resources, Marketing Strategy, Interviews, Accounting, Fundraising
Education
Hawkeye Community College 1982 — 1984
Business Administration and Management, General
Hawkeye Community College
Bridgehaven Pregnancy Support Center April 2013 - Present
Mary Kay Cosmetics January 1995 - Present
Bridgehaven Pregnancy Support Center January 2011 - April 2013
Bridgehaven Pregnancy Support Center May 2003 - January 2011
Collins Community Credit Union June 2000 - May 2002
Tiny Tot Daycare March 1994 - March 2000
Hawkeye Bank of Cedar Rapids September 1991 - March 1994
KPMG Peat Marwick August 1987 - August 1991
Helzberg Diamonds September 1984 - September 1988
American Mutual Life Insurance June 1985 - August 1987
Skills
Fundraisers, Volunteer Management, Editing, Sales, Leadership, Team Building, Resume Writing, Telephone Skills, Data Entry, Administrative..., Hands-on Training, Strategic Planning, Coaching, Marketing, Time Management, Newsletters, Human Resources, Marketing Strategy, Interviews, Accounting, Fundraising
Education
Hawkeye Community College 1982 — 1984
Business Administration and Management, General
Hawkeye Community College
John Goehle John Goehle's KPMG Peat Marwick Experience April 1986 - April 1990
Job Ambulatory Surgery Center Leader, Consultant, Author and Public Speaker.
Industry Hospital & Health Care
Experience
Roberts Wesleyan College May 2015 - Present
Ambulatory Healthcare Strategies, LLC June 2009 - Present
Eden Group Development, Inc. January 1990 - Present
Surgery Consultants of America January 2007 - July 2008
Brighton Surgery Center, LLC July 2000 - December 2006
Bryant & Stratton College May 2001 - January 2002
Lattimore Community Surgicenter April 1990 - June 2000
St. John Fisher College January 1993 - December 1998
KPMG Peat Marwick April 1986 - April 1990
Peat Marwick Main, and Co June 1982 - April 1986
Skills
Healthcare, Financial Reporting, Financial Modeling, Financial Analysis, Strategic Planning, Regulatory Affairs, Writing, Public Speaking, Hospitals, Accreditation, Healthcare Consulting, Healthcare Information..., Revenue Cycle, Accounting, Healthcare Management, Practice Management, Nursing, EMR, Finance, Leadership, Training, Physicians, Budgets, Medicaid, Orthopedic, Surgery, Management, Physician Relations, Strategy, Healthcare Industry, Managed Care, Policy
Education
Heriot-Watt University 1996 — 2002
MBA, International Finance
Ithaca College 1978 — 1982
BS, Accounting, Summa Cum Laude
Roberts Wesleyan College May 2015 - Present
Ambulatory Healthcare Strategies, LLC June 2009 - Present
Eden Group Development, Inc. January 1990 - Present
Surgery Consultants of America January 2007 - July 2008
Brighton Surgery Center, LLC July 2000 - December 2006
Bryant & Stratton College May 2001 - January 2002
Lattimore Community Surgicenter April 1990 - June 2000
St. John Fisher College January 1993 - December 1998
KPMG Peat Marwick April 1986 - April 1990
Peat Marwick Main, and Co June 1982 - April 1986
Skills
Healthcare, Financial Reporting, Financial Modeling, Financial Analysis, Strategic Planning, Regulatory Affairs, Writing, Public Speaking, Hospitals, Accreditation, Healthcare Consulting, Healthcare Information..., Revenue Cycle, Accounting, Healthcare Management, Practice Management, Nursing, EMR, Finance, Leadership, Training, Physicians, Budgets, Medicaid, Orthopedic, Surgery, Management, Physician Relations, Strategy, Healthcare Industry, Managed Care, Policy
Education
Heriot-Watt University 1996 — 2002
MBA, International Finance
Ithaca College 1978 — 1982
BS, Accounting, Summa Cum Laude
Annette Krammer Annette Krammer's KPMG Peat Marwick Experience May 1979 - November 1982
Job
Industry Program Development
Experience
Forty-two Pacific, Inc. June 1987 - Present
Napa County HHS 2004 - 2007
Landis & Gyr Powers November 1982 - July 1987
KPMG Peat Marwick May 1979 - November 1982
Skills
Program Development, Project Management, Program Management, Project Planning, Organizational..., Leadership, Management, Graphic Design, Marketing Communications, Training, Sales Management, Negotiation
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Loyola University of Chicago 1981 — 1985
2 years of MA study + clinical work
Illinois Wesleyan University 1974 — 1978
BA, BFA
Forty-two Pacific, Inc. June 1987 - Present
Napa County HHS 2004 - 2007
Landis & Gyr Powers November 1982 - July 1987
KPMG Peat Marwick May 1979 - November 1982
Skills
Program Development, Project Management, Program Management, Project Planning, Organizational..., Leadership, Management, Graphic Design, Marketing Communications, Training, Sales Management, Negotiation
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Loyola University of Chicago 1981 — 1985
2 years of MA study + clinical work
Illinois Wesleyan University 1974 — 1978
BA, BFA
Jeff Diercks's KPMG Peat Marwick Experience May 1986 - December 1989
Job Investment Advisor/Wealth Manager, ETF trend following expert and financial problem solver for the affluent and HNW.
Industry Investment Management
Experience
InTrust Advisors, Inc. October 1997 - Present
Crossing Cultures International April 2010 - Present
4KIDS Tampa Bay, Inc. October 2009 - Present
Stock-Signal.com July 2011 - December 2014
Private Family Office May 1995 - May 2002
Tunstall Consulting, Inc. December 1989 - April 1995
KPMG Peat Marwick May 1986 - December 1989
Skills
Investments, Investment Advisory, Financial Planning, Asset Management, Securities, Retirement Planning, Wealth Management, Portfolio Management, Business Planning, Asset Allocation, Estate Planning, Strategic Financial..., Asset Managment, Retirement, Hedge Funds
Education
Indiana University - Kelley School of Business 1982 — 1986
Business, Accounting
Indiana University Bloomington 1982 — 1986
BS, Accounting
Purdue University 1981 — 1982
None, Biomedical Engineering
InTrust Advisors, Inc. October 1997 - Present
Crossing Cultures International April 2010 - Present
4KIDS Tampa Bay, Inc. October 2009 - Present
Stock-Signal.com July 2011 - December 2014
Private Family Office May 1995 - May 2002
Tunstall Consulting, Inc. December 1989 - April 1995
KPMG Peat Marwick May 1986 - December 1989
Skills
Investments, Investment Advisory, Financial Planning, Asset Management, Securities, Retirement Planning, Wealth Management, Portfolio Management, Business Planning, Asset Allocation, Estate Planning, Strategic Financial..., Asset Managment, Retirement, Hedge Funds
Education
Indiana University - Kelley School of Business 1982 — 1986
Business, Accounting
Indiana University Bloomington 1982 — 1986
BS, Accounting
Purdue University 1981 — 1982
None, Biomedical Engineering
Dale R Thorson Dale R Thorson's KPMG Peat Marwick Experience 1975 - 1977
Job Attorney, CPA at Dale R. Thorson, P.C.
Industry Law Practice
Experience
Dale R. Thorson, P.C. 1988 - Present
Tucson & Mesa Law Firms 1982 - 1988
Motorola CU 1977 - 1978
KPMG Peat Marwick 1975 - 1977
Skills
Real Estate, Tax Preparation, Business, Estate Planning, LLC, Tax, Mergers, Due Diligence, Small Business, Trusts, QuickBooks, Accounting
Education
University of Arizona 1979 — 1981
Juris Doctorate, Attorney & CPA
Illinois State University 1970 — 1975
B.S. - M.S., Accounting - Business
Dale R. Thorson, P.C. 1988 - Present
Tucson & Mesa Law Firms 1982 - 1988
Motorola CU 1977 - 1978
KPMG Peat Marwick 1975 - 1977
Skills
Real Estate, Tax Preparation, Business, Estate Planning, LLC, Tax, Mergers, Due Diligence, Small Business, Trusts, QuickBooks, Accounting
Education
University of Arizona 1979 — 1981
Juris Doctorate, Attorney & CPA
Illinois State University 1970 — 1975
B.S. - M.S., Accounting - Business
Eric Lemieux MBA Eric Lemieux MBA's KPMG Peat Marwick Experience September 1987 - September 1989
Job President & managing partner at M2S Capital
Industry Banking
Experience
M2S Capital April 2015 - Present
Levio Conseils April 2015 - Present
Finance Montréal and International Financial Centre April 2012 - April 2015
Desjardins Financial Group May 2009 - April 2012
Desjardins Financial Group October 2005 - May 2009
Sofitech 1989 - 2008
Desjardins Financial Group July 2000 - October 2005
KPMG Peat Marwick September 1987 - September 1989
Skills
Banking, Portfolio Management, Risk Management, Business Strategy, Wealth Management, Credit, Investments
Education
Harvard Business School 2007 — 2007
AMP172, Business
Université Laval 1986 — 1988
MBA, Business Administration
Université Laval 1983 — 1986
Bacc, Business Admistration
Collège des Jésuites
M2S Capital April 2015 - Present
Levio Conseils April 2015 - Present
Finance Montréal and International Financial Centre April 2012 - April 2015
Desjardins Financial Group May 2009 - April 2012
Desjardins Financial Group October 2005 - May 2009
Sofitech 1989 - 2008
Desjardins Financial Group July 2000 - October 2005
KPMG Peat Marwick September 1987 - September 1989
Skills
Banking, Portfolio Management, Risk Management, Business Strategy, Wealth Management, Credit, Investments
Education
Harvard Business School 2007 — 2007
AMP172, Business
Université Laval 1986 — 1988
MBA, Business Administration
Université Laval 1983 — 1986
Bacc, Business Admistration
Collège des Jésuites
Charles Mullin Charles Mullin's KPMG Peat Marwick Experience July 1989 - August 1990
Job Principal at ERS Group
Industry Legal Services
Experience
ERS Group April 2007 - Present
Florida State University August 2009 - Present
ERS Group May 1997 - April 2007
Bluffton College January 1996 - May 1997
KPMG Peat Marwick July 1989 - August 1990
Skills
Expert Witness, Employment..., Econometrics, Discrimination, Data Analysis, Wage & Hour, Statistics, Economics, Economic Research, Analysis, Employment Law, Class Actions, Research, Litigation Support, Microsoft Excel, Leadership, Policy Analysis
Education
The Ohio State University 1991 — 1997
Doctor of Philosophy (Ph.D.), Economics
The Ohio State University 1991 — 1997
Master's Degree, Labor Economics
Indiana University of Pennsylvania 1985 — 1989
Bachelor of Science, Mathematics/Economics
ERS Group April 2007 - Present
Florida State University August 2009 - Present
ERS Group May 1997 - April 2007
Bluffton College January 1996 - May 1997
KPMG Peat Marwick July 1989 - August 1990
Skills
Expert Witness, Employment..., Econometrics, Discrimination, Data Analysis, Wage & Hour, Statistics, Economics, Economic Research, Analysis, Employment Law, Class Actions, Research, Litigation Support, Microsoft Excel, Leadership, Policy Analysis
Education
The Ohio State University 1991 — 1997
Doctor of Philosophy (Ph.D.), Economics
The Ohio State University 1991 — 1997
Master's Degree, Labor Economics
Indiana University of Pennsylvania 1985 — 1989
Bachelor of Science, Mathematics/Economics
Brent Longnecker's KPMG Peat Marwick Experience 1988 - 1993
Job Chairman & CEO of Longnecker & Associates, Inc.
Industry Management Consulting
Experience
Longnecker and Associates 2003 - Present
National Association of Corporate Directors January 2014 - Present
AmREIT January 2009 - Present
ATP Oil & Gas Corporation March 2010 - February 2014
Momentum Healthcare January 2009 - September 2010
ReitPlus 2007 - 2009
SkyAuction.com 2000 - 2003
Resources Connection 1999 - 2003
Deloitte 1993 - 1999
KPMG Peat Marwick 1988 - 1993
Skills
Litigation Support, Expert Witness, Compensation, Incentive Programs, Pay, Risk Assessment, HR Strategy, Disclosure, Management Consulting, SEC reporting, Mergers, Compliance, Executive Compensation, Performance Management, Analysis, Governance, Succession Planning, Leadership Development, Corporate Governance, Strategic Planning, Executive Coaching, Deferred Compensation, Executive Pay, Leadership, Divestitures, Mergers & Acquisitions, Employee Benefits, Due Diligence, Personnel Management, Human Resources, SEC filings, Acquisition Integration, Consulting, Program Management, Compensation Structures, Talent Management, Strategy, Human Capital, Organizational..., Executive Management, Entrepreneurship, Acquisitions, Finance, Restructuring, Workforce Planning, Board of Directors, Organizational Design, Organizational..., HR Transformation, Board Governance
Education
Harvard Business School 2007 — 2010
Strategic Planning, Governance, Compensation, and Audit Programs for Boards and Companies
University of Houston 1974 — 1979
BBA, MBA, Marketing, Finance, Management, Human Resources
Jesuit College Preparatory (Dallas) 1971 — 1974
High School Diploma
Longnecker and Associates 2003 - Present
National Association of Corporate Directors January 2014 - Present
AmREIT January 2009 - Present
ATP Oil & Gas Corporation March 2010 - February 2014
Momentum Healthcare January 2009 - September 2010
ReitPlus 2007 - 2009
SkyAuction.com 2000 - 2003
Resources Connection 1999 - 2003
Deloitte 1993 - 1999
KPMG Peat Marwick 1988 - 1993
Skills
Litigation Support, Expert Witness, Compensation, Incentive Programs, Pay, Risk Assessment, HR Strategy, Disclosure, Management Consulting, SEC reporting, Mergers, Compliance, Executive Compensation, Performance Management, Analysis, Governance, Succession Planning, Leadership Development, Corporate Governance, Strategic Planning, Executive Coaching, Deferred Compensation, Executive Pay, Leadership, Divestitures, Mergers & Acquisitions, Employee Benefits, Due Diligence, Personnel Management, Human Resources, SEC filings, Acquisition Integration, Consulting, Program Management, Compensation Structures, Talent Management, Strategy, Human Capital, Organizational..., Executive Management, Entrepreneurship, Acquisitions, Finance, Restructuring, Workforce Planning, Board of Directors, Organizational Design, Organizational..., HR Transformation, Board Governance
Education
Harvard Business School 2007 — 2010
Strategic Planning, Governance, Compensation, and Audit Programs for Boards and Companies
University of Houston 1974 — 1979
BBA, MBA, Marketing, Finance, Management, Human Resources
Jesuit College Preparatory (Dallas) 1971 — 1974
High School Diploma
Matt Gates's KPMG Peat Marwick Experience September 1996 - March 1998
Job Business Administrator at Victory Family Church
Industry Nonprofit Organization Management
Experience
Victory Family Church March 2000 - Present
iGate Mastech April 1998 - April 2000
KPMG Peat Marwick September 1996 - March 1998
Skills
Non-profits, Public Speaking, Budgets, Leadership Development, Team Building, Nonprofits, Community Outreach, Leadership, Fundraising, Volunteer Management, Event Planning, Preaching, System Administration, Administration, Management, Staff Development, Microsoft Excel
Education
Indiana University of Pennsylvania 1992 — 1996
Bachelors, Accounting
Victory Family Church March 2000 - Present
iGate Mastech April 1998 - April 2000
KPMG Peat Marwick September 1996 - March 1998
Skills
Non-profits, Public Speaking, Budgets, Leadership Development, Team Building, Nonprofits, Community Outreach, Leadership, Fundraising, Volunteer Management, Event Planning, Preaching, System Administration, Administration, Management, Staff Development, Microsoft Excel
Education
Indiana University of Pennsylvania 1992 — 1996
Bachelors, Accounting
Bart Malencia Bart Malencia's KPMG Peat Marwick Experience July 1996 - November 1996
Job North America IT Operations Director Bottling Investments Group at The CocaCola Company
Industry Retail
Experience
The Coca-Cola Company December 2014 - Present
BlackBerry August 2010 - October 2014
The Home Depot January 2009 - March 2010
Home Depot Corporate March 2007 - January 2009
Home Depot March 2006 - March 2007
Florida Power & Light January 2001 - March 2006
FPL January 1999 - January 2001
FPL Group November 1997 - January 1999
FPL November 1996 - November 1997
KPMG Peat Marwick July 1996 - November 1996
Skills
IT Operations, Remote Infrastructure..., Enterprise Architecture, Incident Management, Identity Management, IT Service Management, SOX, SAP, IT Management, IT Strategy, Sarbanes-Oxley Act, Business Process, Business Process..., Integration, Business Intelligence, Disaster Recovery, Cloud Computing, Databases, Security, Software Project..., Data Migration, Solution Architecture, Project Management, Cross-functional Team..., Process Improvement, Governance, Enterprise Software, Change Management, Testing, Software Development, Management, Unix, Service Delivery, ITIL, Strategy, Project Planning, Architectures, Leadership, SAP R/3, Vendor Management, SDLC, Mobile Devices, Servers, PMP, Outsourcing
Education
Indiana University of Pennsylvania 1979 — 1983
BS
The Coca-Cola Company December 2014 - Present
BlackBerry August 2010 - October 2014
The Home Depot January 2009 - March 2010
Home Depot Corporate March 2007 - January 2009
Home Depot March 2006 - March 2007
Florida Power & Light January 2001 - March 2006
FPL January 1999 - January 2001
FPL Group November 1997 - January 1999
FPL November 1996 - November 1997
KPMG Peat Marwick July 1996 - November 1996
Skills
IT Operations, Remote Infrastructure..., Enterprise Architecture, Incident Management, Identity Management, IT Service Management, SOX, SAP, IT Management, IT Strategy, Sarbanes-Oxley Act, Business Process, Business Process..., Integration, Business Intelligence, Disaster Recovery, Cloud Computing, Databases, Security, Software Project..., Data Migration, Solution Architecture, Project Management, Cross-functional Team..., Process Improvement, Governance, Enterprise Software, Change Management, Testing, Software Development, Management, Unix, Service Delivery, ITIL, Strategy, Project Planning, Architectures, Leadership, SAP R/3, Vendor Management, SDLC, Mobile Devices, Servers, PMP, Outsourcing
Education
Indiana University of Pennsylvania 1979 — 1983
BS
Jeff Donovan's KPMG Peat Marwick Experience July 1990 - July 1994
Job Managing Partner at Donovan CPAs and Advisors
Industry Accounting
Experience
Donovan CPAs and Advisors August 1994 - Present
KPMG Peat Marwick July 1990 - July 1994
Skills
Corporate Tax, Auditing, Small Business, Tax Preparation, Accounting, Financial Reporting, Financial Statements, Financial Advisory, Forensic Accounting, Tax Accounting, CPA, Management Consulting, Business Planning, Strategic Financial..., Financial Accounting, Business Valuation, Strategic Planning
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree, Accounting
Donovan CPAs and Advisors August 1994 - Present
KPMG Peat Marwick July 1990 - July 1994
Skills
Corporate Tax, Auditing, Small Business, Tax Preparation, Accounting, Financial Reporting, Financial Statements, Financial Advisory, Forensic Accounting, Tax Accounting, CPA, Management Consulting, Business Planning, Strategic Financial..., Financial Accounting, Business Valuation, Strategic Planning
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree, Accounting
Beth Rydstrom Knudson's KPMG Peat Marwick Experience 1986 - 1987
Job Education Program Manager at Institute for Clinical and Translational Science at The University of Iowa
Industry Education Management
Experience
Instititute for Clinical and Translational Science at The University of Iowa June 2014 - Present
University of Iowa November 2007 - Present
University of Iowa November 1999 - November 2007
Maritz January 1993 - July 1998
MCI 1989 - 1993
KPMG Peat Marwick 1986 - 1987
Coopers & Lybrand 1984 - 1985
Skills
Higher Education, Public Speaking, Student Development, Student Affairs, Career Counseling, Recruiting, Resume Writing, Leadership Development, Leadership, Staff Development, Marketing, Program Management, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1988
MBA, Finance, Marketing
Indiana University - Kelley School of Business 1981 — 1985
B.S., Accounting
Instititute for Clinical and Translational Science at The University of Iowa June 2014 - Present
University of Iowa November 2007 - Present
University of Iowa November 1999 - November 2007
Maritz January 1993 - July 1998
MCI 1989 - 1993
KPMG Peat Marwick 1986 - 1987
Coopers & Lybrand 1984 - 1985
Skills
Higher Education, Public Speaking, Student Development, Student Affairs, Career Counseling, Recruiting, Resume Writing, Leadership Development, Leadership, Staff Development, Marketing, Program Management, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1988
MBA, Finance, Marketing
Indiana University - Kelley School of Business 1981 — 1985
B.S., Accounting
Wylie Roberts, C.P.A. Wylie Roberts, C.P.A.'s KPMG Peat Marwick Experience August 1997 - May 1998
Job Principal at Rausch Advisory Services LLC.
Industry Management Consulting
Experience
Rausch Advisory Services LLC. February 2014 - Present
SolomonEdwardsGroup January 2002 - January 2014
The Coca-Cola Company September 2011 - January 2012
Oversight Systems June 2008 - April 2009
DataPath 2007 - 2007
Blue Bird Corporation November 2003 - December 2006
C-bridge Internet Solutions May 2000 - December 2002
KPMG Advisory June 1998 - May 2000
KPMG Peat Marwick August 1997 - May 1998
Equifax October 1989 - June 1997
Skills
Business Intelligence, Process Improvement, Sarbanes-Oxley Act, Internal Audit, Management Consulting, IT Audit, Financial Analysis, Leadership, Oracle, Internal Controls, Auditing, Forecasting, Project Management, SDLC, PMO Development, Continuous Improvement, Continuous Controls..., Finance, Accounting, Cost Accounting, Microsoft SQL Server
Education
Georgia State University 1989 — 1997
BBA, Finance
Sourthern Technical Institute 1984 — 1987
Rausch Advisory Services LLC. February 2014 - Present
SolomonEdwardsGroup January 2002 - January 2014
The Coca-Cola Company September 2011 - January 2012
Oversight Systems June 2008 - April 2009
DataPath 2007 - 2007
Blue Bird Corporation November 2003 - December 2006
C-bridge Internet Solutions May 2000 - December 2002
KPMG Advisory June 1998 - May 2000
KPMG Peat Marwick August 1997 - May 1998
Equifax October 1989 - June 1997
Skills
Business Intelligence, Process Improvement, Sarbanes-Oxley Act, Internal Audit, Management Consulting, IT Audit, Financial Analysis, Leadership, Oracle, Internal Controls, Auditing, Forecasting, Project Management, SDLC, PMO Development, Continuous Improvement, Continuous Controls..., Finance, Accounting, Cost Accounting, Microsoft SQL Server
Education
Georgia State University 1989 — 1997
BBA, Finance
Sourthern Technical Institute 1984 — 1987
Daniel Fitzgerald's KPMG Peat Marwick Experience June 1992 - June 1995
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2005 - Present
Credit Suisse July 2001 - July 2005
Credit Suisse June 1999 - July 2001
Credit Suisse June 1997 - June 1999
Credit Suisse July 1995 - June 1997
KPMG Peat Marwick June 1992 - June 1995
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance, International Business
Iona College 1988 — 1992
BBA, Acconting
Credit Suisse July 2005 - Present
Credit Suisse July 2001 - July 2005
Credit Suisse June 1999 - July 2001
Credit Suisse June 1997 - June 1999
Credit Suisse July 1995 - June 1997
KPMG Peat Marwick June 1992 - June 1995
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance, International Business
Iona College 1988 — 1992
BBA, Acconting
Sean Mason Sean Mason's KPMG Peat Marwick Experience July 1989 - May 1992
Job Director of Program Management at Nuverra Environmental
Industry Oil & Energy
Experience
Nuverra Environmental October 2013 - Present
Heckmann Water Resources / Nuverra Environmental September 2011 - September 2013
Huron Consulting Company July 2004 - August 2011
USFilter / Veolia Water Engineering and Construction May 2000 - June 2004
USFilter - Jet Tech Products April 1996 - May 2000
USFilter -Corporate Office October 1994 - April 1996
USFilter - Lancy Environmental May 1992 - October 1994
KPMG Peat Marwick July 1989 - May 1992
Skills
Financial Reporting, Budgets, Managerial Finance, Sarbanes-Oxley Act, Accounting, Finance, Auditing, Financial Modeling, Mergers, Start-ups, Cash Flow, Mergers & Acquisitions, Internal Controls, Due Diligence, Strategic Financial..., Program Management, Financial Planning, Strategic Planning, Strategy, Business Process..., Financial Analysis, Management, Project Management
Education
Rockhurst University 1997 — 1999
MBA, Executive Fellowship
Indiana University of Pennsylvania 1986 — 1989
Bachelor of Science, Business Administration, Accounting Major
Nuverra Environmental October 2013 - Present
Heckmann Water Resources / Nuverra Environmental September 2011 - September 2013
Huron Consulting Company July 2004 - August 2011
USFilter / Veolia Water Engineering and Construction May 2000 - June 2004
USFilter - Jet Tech Products April 1996 - May 2000
USFilter -Corporate Office October 1994 - April 1996
USFilter - Lancy Environmental May 1992 - October 1994
KPMG Peat Marwick July 1989 - May 1992
Skills
Financial Reporting, Budgets, Managerial Finance, Sarbanes-Oxley Act, Accounting, Finance, Auditing, Financial Modeling, Mergers, Start-ups, Cash Flow, Mergers & Acquisitions, Internal Controls, Due Diligence, Strategic Financial..., Program Management, Financial Planning, Strategic Planning, Strategy, Business Process..., Financial Analysis, Management, Project Management
Education
Rockhurst University 1997 — 1999
MBA, Executive Fellowship
Indiana University of Pennsylvania 1986 — 1989
Bachelor of Science, Business Administration, Accounting Major
Jay Feece Jay Feece's KPMG Peat Marwick Experience August 1988 - August 1991
Job Head of Compensation and Benefits at Aon
Industry Human Resources
Experience
Aon May 2012 - Present
Aon November 2010 - May 2012
Hewitt Associates December 2007 - November 2010
Hewitt Associates May 2007 - December 2007
Motorola, Inc. 1999 - 2007
OMC 1998 - 1999
Cole Taylor Bank 1991 - 1998
KPMG Peat Marwick August 1988 - August 1991
Education
Illinois State University 1983 — 1988
Accounting
Batavia High School
Aon May 2012 - Present
Aon November 2010 - May 2012
Hewitt Associates December 2007 - November 2010
Hewitt Associates May 2007 - December 2007
Motorola, Inc. 1999 - 2007
OMC 1998 - 1999
Cole Taylor Bank 1991 - 1998
KPMG Peat Marwick August 1988 - August 1991
Education
Illinois State University 1983 — 1988
Accounting
Batavia High School
Nick Prignano, CPA Nick Prignano, CPA's KPMG Peat Marwick Experience September 1987 - September 1989
Job Chief Financial Officer at KVL Audio Visual Services
Industry Events Services
Experience
KVL Audio Visual Services November 1998 - Present
The Thomson Corporation June 1993 - October 1998
PepsiCo September 1989 - June 1993
KPMG Peat Marwick September 1987 - September 1989
Education
Iona College 1983 — 1987
BBA, Public Accounting
KVL Audio Visual Services November 1998 - Present
The Thomson Corporation June 1993 - October 1998
PepsiCo September 1989 - June 1993
KPMG Peat Marwick September 1987 - September 1989
Education
Iona College 1983 — 1987
BBA, Public Accounting
Dana Bjornson Dana Bjornson's KPMG Peat Marwick Experience June 1981 - June 1987
Job EVP CFO & CCO at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company August 1998 - Present
IFS Financial October 1997 - July 1998
AmerUs Mortgage October 1996 - September 1997
AmerUs Group June 1993 - October 1996
The Burton Group June 1989 - June 1993
KPMG Peat Marwick June 1981 - June 1987
Skills
Financial Management, Mergers, Banking, Securities, Insurance, Securities Regulation, Compliance
Education
Harvard Business School 1987 — 1989
MBA, General Management
Stanford University 1977 — 1981
BS, Mathematical Sciences
George K. Baum & Company August 1998 - Present
IFS Financial October 1997 - July 1998
AmerUs Mortgage October 1996 - September 1997
AmerUs Group June 1993 - October 1996
The Burton Group June 1989 - June 1993
KPMG Peat Marwick June 1981 - June 1987
Skills
Financial Management, Mergers, Banking, Securities, Insurance, Securities Regulation, Compliance
Education
Harvard Business School 1987 — 1989
MBA, General Management
Stanford University 1977 — 1981
BS, Mathematical Sciences
Peter Norman Peter Norman's KPMG Peat Marwick Experience 1983 - 1995
Job Vice President and Chief Financial Officer at MarkLogic
Industry Computer Software
Experience
MarkLogic June 2011 - Present
Confidential Technology Company May 2011 - June 2011
Chordiant Software Inc. August 2004 - May 2010
Conference Planners, LLC 2002 - 2004
Luckysurf.com, Inc. 1999 - 2002
Global Media Representatives, LLC 1995 - 1999
KPMG Peat Marwick 1983 - 1995
Harrah's Entertainment 1980 - 1983
Skills
Financial Reporting, Business Management, Team Leadership, Accounting, SOX, SEC reporting, Budgeting, Forecasting, Software Industry, Revenue Recognition, IPO, International Operations, Mergers, Internal Controls, Compensation, Financial Analysis, GAAP, US GAAP, Technical Accounting, Due Diligence, 10Q, Corporate Governance, Contract Negotiation
Education
Humboldt State University 1977 — 1980
B.S. Degree, Major in Accounting; Minor in Economics
California CPA Continuing Education
Certified Public Accountant
MarkLogic June 2011 - Present
Confidential Technology Company May 2011 - June 2011
Chordiant Software Inc. August 2004 - May 2010
Conference Planners, LLC 2002 - 2004
Luckysurf.com, Inc. 1999 - 2002
Global Media Representatives, LLC 1995 - 1999
KPMG Peat Marwick 1983 - 1995
Harrah's Entertainment 1980 - 1983
Skills
Financial Reporting, Business Management, Team Leadership, Accounting, SOX, SEC reporting, Budgeting, Forecasting, Software Industry, Revenue Recognition, IPO, International Operations, Mergers, Internal Controls, Compensation, Financial Analysis, GAAP, US GAAP, Technical Accounting, Due Diligence, 10Q, Corporate Governance, Contract Negotiation
Education
Humboldt State University 1977 — 1980
B.S. Degree, Major in Accounting; Minor in Economics
California CPA Continuing Education
Certified Public Accountant
Sharon Holness's KPMG Peat Marwick Experience September 1995 - August 1998
Job Global Shared Service Controller at UPS
Industry Accounting
Experience
UPS January 2015 - Present
UPS May 2011 - December 2014
UPS January 2010 - June 2011
UPS Supply Chain Solutions October 2004 - December 2010
UPS Consulting June 2001 - October 2004
Cluett American Corp August 1998 - October 2000
KPMG Peat Marwick September 1995 - August 1998
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, GAAP, Financial Analysis, SEC filings, Finance, Analysis, General Ledger, Budgets, Financial Audits, Corporate Finance, Accounts Payable
Education
Georgia State University 1993 — 1995
MBA, Accounting and Real Estate
University of Florida 1985 — 1989
Bachelors, Accounting
UPS January 2015 - Present
UPS May 2011 - December 2014
UPS January 2010 - June 2011
UPS Supply Chain Solutions October 2004 - December 2010
UPS Consulting June 2001 - October 2004
Cluett American Corp August 1998 - October 2000
KPMG Peat Marwick September 1995 - August 1998
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, GAAP, Financial Analysis, SEC filings, Finance, Analysis, General Ledger, Budgets, Financial Audits, Corporate Finance, Accounts Payable
Education
Georgia State University 1993 — 1995
MBA, Accounting and Real Estate
University of Florida 1985 — 1989
Bachelors, Accounting
Peter Lauria Peter Lauria's KPMG Peat Marwick Experience July 1988 - June 1991
Job Partner at Baker Tilly
Industry Management Consulting
Experience
Baker Tilly July 2002 - Present
Beers + Cutler July 2002 - December 2009
Arthur Andersen July 1997 - July 2002
A.H. Riise 1993 - 1996
Catholic Charities of the USVI 1992 - 1993
Andreas Esberg & Co. July 1991 - June 1992
KPMG Peat Marwick July 1988 - June 1991
Skills
Accounting, Auditing, Management Consulting, ERP, Internal Controls, Managerial Finance, Business Process..., Financial Reporting, Consulting, Cloud Computing, Business Development, Financial Services, Leadership, Financial Analysis, Finance, Integration, SaaS, Program Management, Business Intelligence, Process Improvement, Management, Strategic Planning, Business Analysis, Strategy, Due Diligence
Education
Guilford College 1983 — 1988
BS, Accounting (concentrations in Economics & Psychology)
Baker Tilly July 2002 - Present
Beers + Cutler July 2002 - December 2009
Arthur Andersen July 1997 - July 2002
A.H. Riise 1993 - 1996
Catholic Charities of the USVI 1992 - 1993
Andreas Esberg & Co. July 1991 - June 1992
KPMG Peat Marwick July 1988 - June 1991
Skills
Accounting, Auditing, Management Consulting, ERP, Internal Controls, Managerial Finance, Business Process..., Financial Reporting, Consulting, Cloud Computing, Business Development, Financial Services, Leadership, Financial Analysis, Finance, Integration, SaaS, Program Management, Business Intelligence, Process Improvement, Management, Strategic Planning, Business Analysis, Strategy, Due Diligence
Education
Guilford College 1983 — 1988
BS, Accounting (concentrations in Economics & Psychology)
Njal Lundberg Njal Lundberg's KPMG Peat Marwick Experience May 2007 - August 2007
Job Director of Residence Life, Housing and Event Services at Regis University
Industry Higher Education
Experience
Regis University January 2014 - Present
Education Realty Trust July 2012 - July 2013
Education Realty Trust July 2012 - January 2013
Accountemps August 2011 - July 2012
Regis University August 2009 - August 2011
Regis University June 2008 - August 2009
Nordstrom January 2006 - June 2008
Gonzaga University August 2007 - May 2008
KPMG Peat Marwick May 2007 - August 2007
Anastasi & Moore, PLLC June 2005 - April 2007
Skills
Budget, Public Speaking, Event Planning, Customer Service, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Non-profits, Microsoft Word, Coaching, Leadership, Accounting, Strategic Planning, Research, Teamwork, Team Building, Marketing, Sales, Financial Analysis
Education
Regis University 2009 — 2010
MSOL, Organizational Leadership
Gonzaga University - School of Business Administration 2006 — 2008
MBA, Finance
Gonzaga University 2003 — 2006
Bachelor of Business Administration, Accounting
Regis University January 2014 - Present
Education Realty Trust July 2012 - July 2013
Education Realty Trust July 2012 - January 2013
Accountemps August 2011 - July 2012
Regis University August 2009 - August 2011
Regis University June 2008 - August 2009
Nordstrom January 2006 - June 2008
Gonzaga University August 2007 - May 2008
KPMG Peat Marwick May 2007 - August 2007
Anastasi & Moore, PLLC June 2005 - April 2007
Skills
Budget, Public Speaking, Event Planning, Customer Service, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Non-profits, Microsoft Word, Coaching, Leadership, Accounting, Strategic Planning, Research, Teamwork, Team Building, Marketing, Sales, Financial Analysis
Education
Regis University 2009 — 2010
MSOL, Organizational Leadership
Gonzaga University - School of Business Administration 2006 — 2008
MBA, Finance
Gonzaga University 2003 — 2006
Bachelor of Business Administration, Accounting
John E. Dewald, C.P.A. John E. Dewald, C.P.A.'s KPMG Peat Marwick Experience July 1979 - January 1982
Job Principal Principal Associates Commercial Real Estate Brokerage
Industry Real Estate
Experience
Principal Associates-TCN Worldwide May 2011 - Present
J.E. DeWald & Associates 1984 - 2011
The Hayman Company 1982 - 1984
KPMG Peat Marwick July 1979 - January 1982
DWTT Inv 1975 - 1977
Skills
Commercial Real Estate, Real Estate, Real Estate Development, Real Estate Transactions, Investment Properties, Disposition, Contract Negotiation, Investments, Negotiation, Corporate Real Estate, Property, Lease Negotiations, Real Property, Lease Administration, Brokerage, Leases, Location Intelligence, Property Management, Land Acquisition, Tenant Representation, Due Diligence, Sellers, Real Estate Economics, Apartments, Asset Management, Acquisitions, Zoning, Tenant, Shopping Centers, Entitlements, Redevelopment, Buyer Representation, Investors, Real Estate Financing, Landlords, REO, Foreclosures
Education
Hillsdale College 1977 — 1979
Bachelors, Economics & Business Administration / Accounting
Grosse Pointe South High School
Principal Associates-TCN Worldwide May 2011 - Present
J.E. DeWald & Associates 1984 - 2011
The Hayman Company 1982 - 1984
KPMG Peat Marwick July 1979 - January 1982
DWTT Inv 1975 - 1977
Skills
Commercial Real Estate, Real Estate, Real Estate Development, Real Estate Transactions, Investment Properties, Disposition, Contract Negotiation, Investments, Negotiation, Corporate Real Estate, Property, Lease Negotiations, Real Property, Lease Administration, Brokerage, Leases, Location Intelligence, Property Management, Land Acquisition, Tenant Representation, Due Diligence, Sellers, Real Estate Economics, Apartments, Asset Management, Acquisitions, Zoning, Tenant, Shopping Centers, Entitlements, Redevelopment, Buyer Representation, Investors, Real Estate Financing, Landlords, REO, Foreclosures
Education
Hillsdale College 1977 — 1979
Bachelors, Economics & Business Administration / Accounting
Grosse Pointe South High School
Calvin Davis Calvin Davis's KPMG Peat Marwick Experience April 1987 - July 1989
Job District Director for the US Small Business Administration
Industry Government Administration
Experience
US Small Business Administration February 2011 - Present
SBA August 1989 - February 2011
KPMG Peat Marwick April 1987 - July 1989
Skills
Administrative Law, Economic Development, Civil Litigation, Westlaw, Commercial Litigation, Mediation, Bankruptcy, Corporate Law, Family Law, Intellectual Property, Alternative Dispute..., Busniss Law, Banking Law, Non-profit Program..., Legal, Legal Writing, Legislative Relations, Small Business, Nonprofits, Policy Analysis, Government, Entrepreneurship, Public Speaking, Public Policy, Real Estate, Employment Law, Management, Contract Negotiation, Courts, Fundraising, Policy, Training, Litigation
Education
Howard University School of Law
Juris Doctorate, Law
Langston University
Bachelor of Business Administration (B.B.A.), Accounting
US Small Business Administration February 2011 - Present
SBA August 1989 - February 2011
KPMG Peat Marwick April 1987 - July 1989
Skills
Administrative Law, Economic Development, Civil Litigation, Westlaw, Commercial Litigation, Mediation, Bankruptcy, Corporate Law, Family Law, Intellectual Property, Alternative Dispute..., Busniss Law, Banking Law, Non-profit Program..., Legal, Legal Writing, Legislative Relations, Small Business, Nonprofits, Policy Analysis, Government, Entrepreneurship, Public Speaking, Public Policy, Real Estate, Employment Law, Management, Contract Negotiation, Courts, Fundraising, Policy, Training, Litigation
Education
Howard University School of Law
Juris Doctorate, Law
Langston University
Bachelor of Business Administration (B.B.A.), Accounting
Dan Hartnett Dan Hartnett's KPMG Peat Marwick Experience September 1986 - July 1989
Job Finance Director, Global Cost Leadership
Industry Consumer Goods
Experience
Mondelēz International September 2014 - Present
West Monroe Partners March 2011 - September 2014
Jefferson Wells October 2006 - November 2010
Computer Sciences Corporation March 1995 - June 2004
CSC 1995 - 2004
Kraft Foods March 1989 - July 1995
KPMG Peat Marwick September 1986 - July 1989
Skills
Process Improvement, Business Process..., Management Consulting, Acquisition Integration, Business Intelligence, Leadership, Change Management, Internal Controls, Business Strategy, Risk Management, Financial Reporting, Internal Audit, PMO, Finance, Financial Accounting, Business Process, IT Strategy, Forecasting, Management, Financial Analysis, Project Planning, Financial Modeling, Governance, Business Analysis, Sarbanes-Oxley Act, Program Management, Business Transformation, ERP, Due Diligence, Enterprise Risk..., Strategic Financial..., Mergers & Acquisitions, Accounting, Managerial Finance, Strategy, Start-ups, Auditing, Consulting, Shared Services, Financial Services, Executive Management, Analysis, Corporate Finance, Outsourcing, Business Planning, Private Equity, Restructuring, Banking, Business Process..., Cash Management
Education
Illinois State University 1982 — 1986
Bachelor of Science (BS), Accounting
Mondelēz International September 2014 - Present
West Monroe Partners March 2011 - September 2014
Jefferson Wells October 2006 - November 2010
Computer Sciences Corporation March 1995 - June 2004
CSC 1995 - 2004
Kraft Foods March 1989 - July 1995
KPMG Peat Marwick September 1986 - July 1989
Skills
Process Improvement, Business Process..., Management Consulting, Acquisition Integration, Business Intelligence, Leadership, Change Management, Internal Controls, Business Strategy, Risk Management, Financial Reporting, Internal Audit, PMO, Finance, Financial Accounting, Business Process, IT Strategy, Forecasting, Management, Financial Analysis, Project Planning, Financial Modeling, Governance, Business Analysis, Sarbanes-Oxley Act, Program Management, Business Transformation, ERP, Due Diligence, Enterprise Risk..., Strategic Financial..., Mergers & Acquisitions, Accounting, Managerial Finance, Strategy, Start-ups, Auditing, Consulting, Shared Services, Financial Services, Executive Management, Analysis, Corporate Finance, Outsourcing, Business Planning, Private Equity, Restructuring, Banking, Business Process..., Cash Management
Education
Illinois State University 1982 — 1986
Bachelor of Science (BS), Accounting
Jennifer Foley, CPA Jennifer Foley, CPA's KPMG Peat Marwick Experience 1994 - 1998
Job VP Finance at International Capital Group, LLC
Industry Accounting
Experience
Dog Guardians March 2011 - Present
International Capital Group, LLC March 2010 - Present
Waterford Tax and Accounting January 2008 - Present
Kimball Hill Homes August 2005 - February 2009
Realty Associates Network, Inc 2003 - 2005
Equity Group Investments 1998 - 2001
KPMG Peat Marwick 1994 - 1998
Skills
Financial Reporting, Financial Modeling, Due Diligence, Equities, Financial Analysis, Accounting, Account Reconciliation, General Ledger, Finance, Tax, Investments, Sarbanes-Oxley Act, GAAP, Cash Flow, Mergers & Acquisitions, CPA, Private Equity, Financial Accounting, Cash Management, Venture Capital, Cost Accounting, Internal Controls, Dogs, Corporate Development
Education
Loyola University Chicago 1992 — 1995
Public Accounting
Indiana University Bloomington 1989 — 1992
Music
St. Louise de Marillac High School 1985 — 1989
Dog Guardians March 2011 - Present
International Capital Group, LLC March 2010 - Present
Waterford Tax and Accounting January 2008 - Present
Kimball Hill Homes August 2005 - February 2009
Realty Associates Network, Inc 2003 - 2005
Equity Group Investments 1998 - 2001
KPMG Peat Marwick 1994 - 1998
Skills
Financial Reporting, Financial Modeling, Due Diligence, Equities, Financial Analysis, Accounting, Account Reconciliation, General Ledger, Finance, Tax, Investments, Sarbanes-Oxley Act, GAAP, Cash Flow, Mergers & Acquisitions, CPA, Private Equity, Financial Accounting, Cash Management, Venture Capital, Cost Accounting, Internal Controls, Dogs, Corporate Development
Education
Loyola University Chicago 1992 — 1995
Public Accounting
Indiana University Bloomington 1989 — 1992
Music
St. Louise de Marillac High School 1985 — 1989
Mark Meier, CPA, MS Tax Mark Meier, CPA, MS Tax's KPMG Peat Marwick Experience February 1999 - April 2004
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2004 - Present
KPMG Peat Marwick February 1999 - April 2004
Skills
Income Tax, Tax Accounting, Mergers, Tax
Education
Golden Gate University 2000 — 2007
Master of Science, Taxation
Seattle University 1994 — 1999
Bachelor of Arts in Business Administration, Accounting and Finance
Moss Adams LLP May 2004 - Present
KPMG Peat Marwick February 1999 - April 2004
Skills
Income Tax, Tax Accounting, Mergers, Tax
Education
Golden Gate University 2000 — 2007
Master of Science, Taxation
Seattle University 1994 — 1999
Bachelor of Arts in Business Administration, Accounting and Finance
Sharon Rowe-Burrell Sharon Rowe-Burrell's KPMG Peat Marwick Experience 1995 - 1998
Job District Manager
Industry Pharmaceuticals
Experience
Schering-Plough Pharmaceuticals November 2007 - February 2010
Schering-Plough Pharmaceuticals 2004 - 2007
KPMG Peat Marwick 1995 - 1998
Skills
Pharmaceutical Sales, Endocrinology, Respiration, Dermatology, Pulmonology, Managed Care
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Sales and Marketing
Hofstra University
BBA, Finance
Schering-Plough Pharmaceuticals November 2007 - February 2010
Schering-Plough Pharmaceuticals 2004 - 2007
KPMG Peat Marwick 1995 - 1998
Skills
Pharmaceutical Sales, Endocrinology, Respiration, Dermatology, Pulmonology, Managed Care
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Sales and Marketing
Hofstra University
BBA, Finance
Felice Zoota Felice Zoota's KPMG Peat Marwick Experience August 1988 - August 1990
Job Sr. Business Analyst at MedAssets
Industry Hospital & Health Care
Experience
MedAssetsEl August 1990 - Present
KPMG Peat Marwick August 1988 - August 1990
Skills
Revenue Cycle, Healthcare Information..., Healthcare Management, Healthcare, Managed Care, EHR, Meditech, Healthcare Industry, Healthcare Consulting, Decision Support, SQL, Business Analysis, Quality Assurance, Project Management, Agile Methodologies
Education
Indiana University Bloomington 1988 — 1990
MBA, Marketing
University at Buffalo 1986 — 1988
B.S., Accounting, Finance
MedAssetsEl August 1990 - Present
KPMG Peat Marwick August 1988 - August 1990
Skills
Revenue Cycle, Healthcare Information..., Healthcare Management, Healthcare, Managed Care, EHR, Meditech, Healthcare Industry, Healthcare Consulting, Decision Support, SQL, Business Analysis, Quality Assurance, Project Management, Agile Methodologies
Education
Indiana University Bloomington 1988 — 1990
MBA, Marketing
University at Buffalo 1986 — 1988
B.S., Accounting, Finance
Ruth Shirkey Ruth Shirkey's KPMG Peat Marwick Experience 1990 - 1993
Job US Tax Manager at Lumileds LLC
Industry Accounting
Experience
Lumileds LLC April 2015 - Present
Agilent Technologies January 2012 - February 2015
SOAProjects, Inc. December 2009 - January 2012
Deloitte Tax LLP January 2007 - May 2009
PricewaterhouseCoopers August 1993 - December 2006
Hood & Strong, LLP 1992 - 1993
KPMG Peat Marwick 1990 - 1993
Skills
Accounting, Corporate Tax, Tax, International Tax, Sarbanes-Oxley Act, FIN 48, Tax Law, Auditing, Tax Advisory, CPA, Income Tax, Tax Preparation, Indirect Taxation, Tax Returns, Tax Accounting, FAS 5, Big 4, Transfer Pricing, US GAAP, SEC filings
Education
Golden Gate University 1991 — 1994
MST, Tax
Lumileds LLC April 2015 - Present
Agilent Technologies January 2012 - February 2015
SOAProjects, Inc. December 2009 - January 2012
Deloitte Tax LLP January 2007 - May 2009
PricewaterhouseCoopers August 1993 - December 2006
Hood & Strong, LLP 1992 - 1993
KPMG Peat Marwick 1990 - 1993
Skills
Accounting, Corporate Tax, Tax, International Tax, Sarbanes-Oxley Act, FIN 48, Tax Law, Auditing, Tax Advisory, CPA, Income Tax, Tax Preparation, Indirect Taxation, Tax Returns, Tax Accounting, FAS 5, Big 4, Transfer Pricing, US GAAP, SEC filings
Education
Golden Gate University 1991 — 1994
MST, Tax
Calvin Sun Calvin Sun's KPMG Peat Marwick Experience 1990 - 1996
Job at The Sun Law Firm LLC
Industry Law Practice
Experience
The Sun Law Firm LLC November 2009 - Present
Calvin Sun & Associates March 1996 - February 2009
KPMG Peat Marwick 1990 - 1996
IBM 1984 - 1988
Skills
International Law, Government, Microsoft Excel, Research, Corporate Governance, Private Equity, Renewable Energy, Corporate Law, Legal Research, Negotiation, Training, Data Analysis, Commercial Litigation, Policy Analysis, Leadership, Due Diligence, Intellectual Property, Economics, Business Strategy, Statistics, Mergers & Acquisitions, Public Speaking, Strategy, Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Litigation, Civil Litigation, Management Consulting, Public Policy, Microsoft Word, Legal Writing, International Relations, Teaching, Business Analysis, Nonprofits, PowerPoint, Program Management, Patents, Legal Advice, Team Leadership, R, Securities Regulation, Mergers, Social Media, English, SPSS, Marketing Strategy
Education
Haverford College
BA
Ketcham High School
Temple University
Doctor of Law (J.D.)
Tsinghua University
University of Pennsylvania
Master of Business Administration (MBA)
The Sun Law Firm LLC November 2009 - Present
Calvin Sun & Associates March 1996 - February 2009
KPMG Peat Marwick 1990 - 1996
IBM 1984 - 1988
Skills
International Law, Government, Microsoft Excel, Research, Corporate Governance, Private Equity, Renewable Energy, Corporate Law, Legal Research, Negotiation, Training, Data Analysis, Commercial Litigation, Policy Analysis, Leadership, Due Diligence, Intellectual Property, Economics, Business Strategy, Statistics, Mergers & Acquisitions, Public Speaking, Strategy, Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Litigation, Civil Litigation, Management Consulting, Public Policy, Microsoft Word, Legal Writing, International Relations, Teaching, Business Analysis, Nonprofits, PowerPoint, Program Management, Patents, Legal Advice, Team Leadership, R, Securities Regulation, Mergers, Social Media, English, SPSS, Marketing Strategy
Education
Haverford College
BA
Ketcham High School
Temple University
Doctor of Law (J.D.)
Tsinghua University
University of Pennsylvania
Master of Business Administration (MBA)
Paul W. McCann Paul W. McCann's KPMG Peat Marwick Experience 1993 - 1997
Job Vice President, Global Production Lead at Monsanto Company
Industry Biotechnology
Experience
Monsanto Company August 2015 - Present
Monsanto Company August 2013 - August 2015
Monsanto August 2011 - August 2013
RockTenn July 2010 - August 2011
Smurfit Stone (now RockTenn) 2008 - July 2010
Solo Cup Company 2003 - 2007
IMC Global (now Mosaic) 1998 - 2003
Gibson & Associates 1998 - 2000
KPMG Peat Marwick 1993 - 1997
Education
Northwestern University - Kellogg School of Management 2000 — 2004
MBA, Marketing, International Business
Indiana University - Kelley School of Business 1989 — 1993
BS, Accounting
Monsanto Company August 2015 - Present
Monsanto Company August 2013 - August 2015
Monsanto August 2011 - August 2013
RockTenn July 2010 - August 2011
Smurfit Stone (now RockTenn) 2008 - July 2010
Solo Cup Company 2003 - 2007
IMC Global (now Mosaic) 1998 - 2003
Gibson & Associates 1998 - 2000
KPMG Peat Marwick 1993 - 1997
Education
Northwestern University - Kellogg School of Management 2000 — 2004
MBA, Marketing, International Business
Indiana University - Kelley School of Business 1989 — 1993
BS, Accounting
Phil Leffel Phil Leffel's KPMG Peat Marwick Experience 1988 - 1989
Job Real Estate Investor
Industry Real Estate
Experience
Freelance May 2011 - Present
Excelsior Bay Company 2002 - April 2011
Spirit Art 1997 - 2002
G & B, Inc. 1995 - 1997
KPMG Peat Marwick 1988 - 1989
Skills
Strategic Planning, Negotiation, Mergers, New Business Development, QuickBooks, Microsoft Excel, Finance, Banking, Financial Analysis, Project Management, Due Diligence, Marketing Strategy, Real Estate, Team Building, Business Strategy, Marketing, Analysis, Mergers
Education
Harvard Business School 1977 — 1979
MBA, Finance
Northwestern University 1973 — 1975
BS, Speech
Loomis
Wabash College
Freelance May 2011 - Present
Excelsior Bay Company 2002 - April 2011
Spirit Art 1997 - 2002
G & B, Inc. 1995 - 1997
KPMG Peat Marwick 1988 - 1989
Skills
Strategic Planning, Negotiation, Mergers, New Business Development, QuickBooks, Microsoft Excel, Finance, Banking, Financial Analysis, Project Management, Due Diligence, Marketing Strategy, Real Estate, Team Building, Business Strategy, Marketing, Analysis, Mergers
Education
Harvard Business School 1977 — 1979
MBA, Finance
Northwestern University 1973 — 1975
BS, Speech
Loomis
Wabash College
James Crenshaw James Crenshaw's KPMG Peat Marwick Experience August 1990 - June 1991
Job Director, Tax Planning & Controversy at KBR, Inc.
Industry Construction
Experience
KBR, Inc. January 2012 - Present
Kaufman Rossin & Co. 2011 - January 2012
Kerzner International January 2011 - June 2011
Pepsi Bottling Group, Inc October 2006 - May 2010
New York January 2004 - October 2006
Deloitte & Touche LLP May 1998 - January 2004
Alcatel-Lucent April 1996 - May 1998
AT&T June 1991 - March 1996
KPMG Peat Marwick August 1990 - June 1991
Deloitte May 1987 - May 1990
Skills
International Tax, Public Speaking, Tax Accounting, Tax, Corporate Tax, Tax Advisory, Corporate Tax Planning, Accounting, Transfer Pricing, Income Tax, CPA, Due Diligence, Finance, Property Tax, SEC filings, FIN 48, Sarbanes-Oxley Act, US GAAP, Auditing, Mergers, Restructuring, Financial Planners, Corporate Law, State Tax, Mergers & Acquisitions, Tax Law, Tax Research, Internal Controls, GAAP, Consolidation, Sales Tax, Fixed Assets, Financial Reporting, Financial Accounting, Sarbanes-Oxley, IFRS, Cost Accounting, Financial Statements, Internal Audit, Cash Flow, Hyperion Enterprise, Financial Audits, Variance Analysis, Financial Analysis, Big 4, FAS 5, Managerial Finance, General Ledger, Tax Preparation, External Audit
Education
Seton Hall University 1994 — 1996
Master of Science, Taxation
City University of New York, Bernard M. Baruch College 1987 — 1989
Post-Master's Certificate, Taxation
Indiana University 1985 — 1987
Master of Business Administration, Corporate Finance
Indiana University Bloomington 1985 — 1987
MBA, Finance
University of Louisville 1977 — 1982
Bachelor of Business Administration, Accounting
University of Kentucky, Jefferson Community College 1975 — 1977
Associate Degree, Accounting
KBR, Inc. January 2012 - Present
Kaufman Rossin & Co. 2011 - January 2012
Kerzner International January 2011 - June 2011
Pepsi Bottling Group, Inc October 2006 - May 2010
New York January 2004 - October 2006
Deloitte & Touche LLP May 1998 - January 2004
Alcatel-Lucent April 1996 - May 1998
AT&T June 1991 - March 1996
KPMG Peat Marwick August 1990 - June 1991
Deloitte May 1987 - May 1990
Skills
International Tax, Public Speaking, Tax Accounting, Tax, Corporate Tax, Tax Advisory, Corporate Tax Planning, Accounting, Transfer Pricing, Income Tax, CPA, Due Diligence, Finance, Property Tax, SEC filings, FIN 48, Sarbanes-Oxley Act, US GAAP, Auditing, Mergers, Restructuring, Financial Planners, Corporate Law, State Tax, Mergers & Acquisitions, Tax Law, Tax Research, Internal Controls, GAAP, Consolidation, Sales Tax, Fixed Assets, Financial Reporting, Financial Accounting, Sarbanes-Oxley, IFRS, Cost Accounting, Financial Statements, Internal Audit, Cash Flow, Hyperion Enterprise, Financial Audits, Variance Analysis, Financial Analysis, Big 4, FAS 5, Managerial Finance, General Ledger, Tax Preparation, External Audit
Education
Seton Hall University 1994 — 1996
Master of Science, Taxation
City University of New York, Bernard M. Baruch College 1987 — 1989
Post-Master's Certificate, Taxation
Indiana University 1985 — 1987
Master of Business Administration, Corporate Finance
Indiana University Bloomington 1985 — 1987
MBA, Finance
University of Louisville 1977 — 1982
Bachelor of Business Administration, Accounting
University of Kentucky, Jefferson Community College 1975 — 1977
Associate Degree, Accounting
Ann R. Mackey's KPMG Peat Marwick Experience 1985 - 1992
Job Engagement Partner at Tatum, a Randstad company
Industry Management Consulting
Experience
Step Up For Students 2010 - 2015
1stPalm Financial 2000 - 2010
Homeside Lending 1993 - 2000
BankBoston, Inc. 1992 - 1993
KPMG Peat Marwick 1985 - 1992
Skills
Accounting, Executive Management, Fundraising, Financial Structuring, Strategic Planning, Financial Analysis, Outsourcing, IPO, Contract Negotiation, Nonprofits, Entrepreneurship, Business Strategy, Internal Controls, Leadership, Mergers, Mergers & Acquisitions, Risk Management, Financial Reporting, Capital, Start-ups, Corporate Finance, Managerial Finance, Mergers, Finance, Portfolio Management, Capital Markets, Restructuring, Non-profits, Investment Banking, Management, Analysis, Strategic Financial...
Education
Institute of Chartered Accountants in England and Wales
Vanderbilt University
Bachelor of Arts (B.A.), Political Science and Economics
Step Up For Students 2010 - 2015
1stPalm Financial 2000 - 2010
Homeside Lending 1993 - 2000
BankBoston, Inc. 1992 - 1993
KPMG Peat Marwick 1985 - 1992
Skills
Accounting, Executive Management, Fundraising, Financial Structuring, Strategic Planning, Financial Analysis, Outsourcing, IPO, Contract Negotiation, Nonprofits, Entrepreneurship, Business Strategy, Internal Controls, Leadership, Mergers, Mergers & Acquisitions, Risk Management, Financial Reporting, Capital, Start-ups, Corporate Finance, Managerial Finance, Mergers, Finance, Portfolio Management, Capital Markets, Restructuring, Non-profits, Investment Banking, Management, Analysis, Strategic Financial...
Education
Institute of Chartered Accountants in England and Wales
Vanderbilt University
Bachelor of Arts (B.A.), Political Science and Economics
David McClung David McClung's KPMG Peat Marwick Experience 1989 - 1991
Job Controller at BioCardia
Industry Biotechnology
Experience
BioCardia September 2013 - Present
Sonitus Medical Inc. June 2011 - August 2013
NextWave Pharmaceuticals Inc. April 2010 - June 2011
Woodberry Events, Inc. 2007 - 2009
The Clorox Company 2003 - 2007
Alexander & Baldwin, Inc. / Matson Navigation, Inc. 1999 - 2003
Hood & Strong, LLP 1994 - 1999
BDO Seidman, LLP 1992 - 1994
KPMG Peat Marwick 1989 - 1991
Skills
Internal Controls, Accounting, Forecasting, Internal Audit, Auditing, Budgets, Start-ups, Financial Reporting, Financial Modeling, Due Diligence, Accounts Receivable, Accounts Payable, Finance, GAAP, Revenue Recognition, ERP Implementations
Education
Georgia State University
B.B.A., Accounting
BioCardia September 2013 - Present
Sonitus Medical Inc. June 2011 - August 2013
NextWave Pharmaceuticals Inc. April 2010 - June 2011
Woodberry Events, Inc. 2007 - 2009
The Clorox Company 2003 - 2007
Alexander & Baldwin, Inc. / Matson Navigation, Inc. 1999 - 2003
Hood & Strong, LLP 1994 - 1999
BDO Seidman, LLP 1992 - 1994
KPMG Peat Marwick 1989 - 1991
Skills
Internal Controls, Accounting, Forecasting, Internal Audit, Auditing, Budgets, Start-ups, Financial Reporting, Financial Modeling, Due Diligence, Accounts Receivable, Accounts Payable, Finance, GAAP, Revenue Recognition, ERP Implementations
Education
Georgia State University
B.B.A., Accounting
ANTHONY PISANO ANTHONY PISANO's KPMG Peat Marwick Experience 1986 - 1990
Job AUTOMOTIVE & FINANCIAL SERVICES EXECUTIVE SPECIALIZING IN LEADING SALES, OPERATIONS & FINANCE
Industry Financial Services
Experience
Penske Automotive Group 2014 - Present
ALLY FINANCIAL 2010 - 2014
CHRYSLER FINANCIAL L.L.C 2006 - 2009
MERCEDES-BENZ FINANCIAL CANADA 2003 - 2006
DaimlerChrysler Financial Services 1999 - 2003
MERCEDES-BENZ CREDIT CORPORATION 1996 - 1999
MERCEDES-BENZ CREDIT CORPORATION 1990 - 1996
KPMG PEAT MARWICK 1986 - 1990
Capossela, Cohen, LLC 1985 - 1986
Skills
Operations Management, Finance, Commercial Lending, Strategy, Forecasting, Cross-functional Team..., Financial Analysis, Credit Analysis, CRM, Financial Services, Marketing, Credit, Management, Portfolio Management, Budgets, Financial Reporting, Team Building, Financial Risk, Business Strategy, Sarbanes-Oxley Act, Customer Satisfaction, Relationship Management, Sales Management, Credit Risk, Mergers & Acquisitions, Pricing, Leadership, Analysis, Sales, Strategic Financial..., Strategic Planning
Education
CERTIFIED PUBLIC ACCOUNTANT
IMD Business School
PACE UNIVERSITY
BBA
Penske Automotive Group 2014 - Present
ALLY FINANCIAL 2010 - 2014
CHRYSLER FINANCIAL L.L.C 2006 - 2009
MERCEDES-BENZ FINANCIAL CANADA 2003 - 2006
DaimlerChrysler Financial Services 1999 - 2003
MERCEDES-BENZ CREDIT CORPORATION 1996 - 1999
MERCEDES-BENZ CREDIT CORPORATION 1990 - 1996
KPMG PEAT MARWICK 1986 - 1990
Capossela, Cohen, LLC 1985 - 1986
Skills
Operations Management, Finance, Commercial Lending, Strategy, Forecasting, Cross-functional Team..., Financial Analysis, Credit Analysis, CRM, Financial Services, Marketing, Credit, Management, Portfolio Management, Budgets, Financial Reporting, Team Building, Financial Risk, Business Strategy, Sarbanes-Oxley Act, Customer Satisfaction, Relationship Management, Sales Management, Credit Risk, Mergers & Acquisitions, Pricing, Leadership, Analysis, Sales, Strategic Financial..., Strategic Planning
Education
CERTIFIED PUBLIC ACCOUNTANT
IMD Business School
PACE UNIVERSITY
BBA
John Seitzer, CFA, CFP's KPMG Peat Marwick Experience January 1989 - August 1991
Job Everest Wealth Management Owner/Financial Advisor
Industry Financial Services
Experience
Everest Wealth Management September 2004 - Present
American Century Investments June 1993 - August 2004
KPMG Peat Marwick January 1989 - August 1991
Skills
Wealth Management, Investment Advisory, Alternative Investments, Financial Advisory, Retirement Planning, Estate Planning, Personal Tax Planning, Personal Financial...
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Investments and Finance, Graduated Top 10%
Kansas State University 1984 — 1988
B.S., Finance and Accounting, Graduated Magna Cum Laude
Everest Wealth Management September 2004 - Present
American Century Investments June 1993 - August 2004
KPMG Peat Marwick January 1989 - August 1991
Skills
Wealth Management, Investment Advisory, Alternative Investments, Financial Advisory, Retirement Planning, Estate Planning, Personal Tax Planning, Personal Financial...
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Investments and Finance, Graduated Top 10%
Kansas State University 1984 — 1988
B.S., Finance and Accounting, Graduated Magna Cum Laude
Lynette Clark Lynette Clark's KPMG Peat Marwick Experience 1985 - 1988
Job
Industry Accounting
Experience
The Redwoods, a Senior Community May 2013 - Present
Raydiance, Inc. June 2009 - April 2013
Greenline Industries, Inc. February 2008 - March 2009
Pay By Touch February 2006 - March 2007
KPMG 2005 - 2006
Nexant 2000 - 2005
EDAW February 1994 - March 1999
Wells Fargo Bank 1988 - 1994
KPMG Peat Marwick 1985 - 1988
Skills
Revenue Recognition, Financial Reporting, Financial Analysis, Accounting, Finance, Internal Controls, SEC filings, Financial Statements, Manufacturing, General Ledger, US GAAP, Auditing, Sarbanes-Oxley Act, GAAP, Accounts Payable, Financial Accounting, CPA, Forecasting
Education
Golden Gate University 1990 — 1999
MS, Finance
Golden Gate University 1983 — 1985
BS, Accounting
The Redwoods, a Senior Community May 2013 - Present
Raydiance, Inc. June 2009 - April 2013
Greenline Industries, Inc. February 2008 - March 2009
Pay By Touch February 2006 - March 2007
KPMG 2005 - 2006
Nexant 2000 - 2005
EDAW February 1994 - March 1999
Wells Fargo Bank 1988 - 1994
KPMG Peat Marwick 1985 - 1988
Skills
Revenue Recognition, Financial Reporting, Financial Analysis, Accounting, Finance, Internal Controls, SEC filings, Financial Statements, Manufacturing, General Ledger, US GAAP, Auditing, Sarbanes-Oxley Act, GAAP, Accounts Payable, Financial Accounting, CPA, Forecasting
Education
Golden Gate University 1990 — 1999
MS, Finance
Golden Gate University 1983 — 1985
BS, Accounting
Joe Kurian Joe Kurian's KPMG Peat Marwick Experience September 1979 - July 1985
Job Manager, Contract Management & Technology at Alaska Airlines
Industry Management Consulting
Experience
Alaska Airlines July 2015 - Present
University of Washington March 2011 - Present
Business Concepts & Solutions September 2008 - July 2015
Outerwall (Redbox/Coinstar) December 2012 - August 2014
PATH November 2011 - June 2012
World Vision September 2007 - September 2008
Microsoft August 1996 - July 2007
Verizon Wireless January 1990 - July 1996
Price Waterhouse Coopers August 1985 - July 1989
KPMG Peat Marwick September 1979 - July 1985
Skills
Strategic Sourcing, Outsourcing, Procurement, Vendor Management, Offshore Outsourcing, Business Strategy, Cost Engineering, Contract Management, Strategic Planning, Process Improvement, Finance, Program Management, Talent Management, Thought Leadership, Leadership, Organizational..., Nonprofits, Strategy, Product Development, Proposal Writing, Cross-functional Team..., Business Process..., Change Management, Management Consulting, Start-ups, Management
Education
Institute of Chartered Accountants in England and Wales
ACA, Audit, Accounting, Tax, Finance, Business
Oxford Brookes University
Foundation in Accounting Studies, Accounting, Law, Quantitative methods, Business Organization, Economics
University of Madras
Bachelor's Degree in Commerce, Business Organization, Accounting, Economics
Alaska Airlines July 2015 - Present
University of Washington March 2011 - Present
Business Concepts & Solutions September 2008 - July 2015
Outerwall (Redbox/Coinstar) December 2012 - August 2014
PATH November 2011 - June 2012
World Vision September 2007 - September 2008
Microsoft August 1996 - July 2007
Verizon Wireless January 1990 - July 1996
Price Waterhouse Coopers August 1985 - July 1989
KPMG Peat Marwick September 1979 - July 1985
Skills
Strategic Sourcing, Outsourcing, Procurement, Vendor Management, Offshore Outsourcing, Business Strategy, Cost Engineering, Contract Management, Strategic Planning, Process Improvement, Finance, Program Management, Talent Management, Thought Leadership, Leadership, Organizational..., Nonprofits, Strategy, Product Development, Proposal Writing, Cross-functional Team..., Business Process..., Change Management, Management Consulting, Start-ups, Management
Education
Institute of Chartered Accountants in England and Wales
ACA, Audit, Accounting, Tax, Finance, Business
Oxford Brookes University
Foundation in Accounting Studies, Accounting, Law, Quantitative methods, Business Organization, Economics
University of Madras
Bachelor's Degree in Commerce, Business Organization, Accounting, Economics
Philippe Valois Philippe Valois's KPMG Peat Marwick Experience 1992 - 1995
Job CMO & SVP Global Sales at InterCloud Systems Inc. Growth Leader – Team Builder – StartUp Advisor
Industry Telecommunications
Experience
InterCloud Systems Inc. January 2015 - Present
Tektronix Communications (a Danaher Company) 2006 - December 2014
Nortel Networks 2004 - 2006
Nortel Networks 2002 - 2004
Nortel Networks 2000 - 2001
Nortel Networks 1999 - 2000
Nortel Networks 1995 - 1999
KPMG Peat Marwick 1992 - 1995
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration (M.B.A.), Various Executive Education Programs
HEC Montréal 1989 — 1992
Bachelor of Commerce, Accountancy
Collège Jean-de-Brébeuf
Northwestern University
Various Executive Education Programs
The University of Texas at Dallas
Various Executive Education Programs
InterCloud Systems Inc. January 2015 - Present
Tektronix Communications (a Danaher Company) 2006 - December 2014
Nortel Networks 2004 - 2006
Nortel Networks 2002 - 2004
Nortel Networks 2000 - 2001
Nortel Networks 1999 - 2000
Nortel Networks 1995 - 1999
KPMG Peat Marwick 1992 - 1995
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration (M.B.A.), Various Executive Education Programs
HEC Montréal 1989 — 1992
Bachelor of Commerce, Accountancy
Collège Jean-de-Brébeuf
Northwestern University
Various Executive Education Programs
The University of Texas at Dallas
Various Executive Education Programs
Jay Gilson Jay Gilson's KPMG Peat Marwick Experience June 1984 - December 1987
Job Senior Director at Summit Financial Group, LLC
Industry Accounting
Experience
Summit Financial Group, LLC January 2015 - Present
RINA Accountancy January 1990 - December 2014
Regional Parks Foundation 2006 - 2013
The Global Alliance of CEO's 2009 - 2012
RINA Accountancy Corporation January 1988 - December 1999
KPMG Peat Marwick June 1984 - December 1987
RINA Accountancy Corporation August 1979 - June 1984
Education
Golden Gate University 1995 — 2000
Masters
Golden Gate University 1976 — 1979
Bachelor of Science
Summit Financial Group, LLC January 2015 - Present
RINA Accountancy January 1990 - December 2014
Regional Parks Foundation 2006 - 2013
The Global Alliance of CEO's 2009 - 2012
RINA Accountancy Corporation January 1988 - December 1999
KPMG Peat Marwick June 1984 - December 1987
RINA Accountancy Corporation August 1979 - June 1984
Education
Golden Gate University 1995 — 2000
Masters
Golden Gate University 1976 — 1979
Bachelor of Science
Akbar Hassanally, CA Akbar Hassanally, CA's KPMG Peat Marwick Experience September 1991 - September 1995
Job CFO at Columbus Gold Corp
Industry Mining & Metals
Experience
Columbus Group January 2011 - Present
JPMorgan Chase September 1998 - May 2001
Credit Suisse First Boston July 1996 - June 1998
KPMG Peat Marwick September 1991 - September 1995
Skills
Financial Reporting, Mergers, Accounting, Public Companies, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, IFRS, Business Valuation, Financial Accounting, Cash Flow, Mineral Exploration, Private Equity, Gold, M&A experience, Management, Strategic Planning
Education
Huron University College 1986 — 1990
B.A., Diploma of Honors Standing, Economics
handsworth secondary school
Columbus Group January 2011 - Present
JPMorgan Chase September 1998 - May 2001
Credit Suisse First Boston July 1996 - June 1998
KPMG Peat Marwick September 1991 - September 1995
Skills
Financial Reporting, Mergers, Accounting, Public Companies, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, IFRS, Business Valuation, Financial Accounting, Cash Flow, Mineral Exploration, Private Equity, Gold, M&A experience, Management, Strategic Planning
Education
Huron University College 1986 — 1990
B.A., Diploma of Honors Standing, Economics
handsworth secondary school
Douglas Steele's KPMG Peat Marwick Experience July 1996 - May 1998
Job Vice President of Corporate Development & Communications GFI Group Inc.
Industry Financial Services
Experience
GFI Group Inc. April 2000 - Present
American Express June 1998 - April 2000
KPMG Peat Marwick July 1996 - May 1998
Valuation Counselors 1992 - 1996
Skills
Mergers, Valuation, Corporate Development, Financial Planning &..., Financial Modeling, Strategic Financial..., Acquistions, Mergers & Acquisitions, IPO, Finance, Financial Analysis, Derivatives, Capital Markets, SEC filings, Hedge Funds, Investments, Analysis, Private Equity, Investment Banking, Securities, Fixed Income, Corporate Finance, Bloomberg, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1996 — 2001
Master of Business Administration (M.B.A.), Finance, General
Gettysburg College 1986 — 1989
BA, Management
Pennsbury High School 1982 — 1985
High School Diploma
GFI Group Inc. April 2000 - Present
American Express June 1998 - April 2000
KPMG Peat Marwick July 1996 - May 1998
Valuation Counselors 1992 - 1996
Skills
Mergers, Valuation, Corporate Development, Financial Planning &..., Financial Modeling, Strategic Financial..., Acquistions, Mergers & Acquisitions, IPO, Finance, Financial Analysis, Derivatives, Capital Markets, SEC filings, Hedge Funds, Investments, Analysis, Private Equity, Investment Banking, Securities, Fixed Income, Corporate Finance, Bloomberg, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1996 — 2001
Master of Business Administration (M.B.A.), Finance, General
Gettysburg College 1986 — 1989
BA, Management
Pennsbury High School 1982 — 1985
High School Diploma
Jeff Irby Jeff Irby's KPMG Peat Marwick Experience June 1997 - February 2000
Job Retired; selling new cars and having a blast
Industry Automotive
Experience
Battlefield Automotive June 2015 - Present
Cognosante August 2014 - April 2015
Unisys June 2008 - May 2014
Bearingpoint March 2003 - September 2007
KPMG Consulting February 2000 - March 2003
KPMG Peat Marwick June 1997 - February 2000
Cybercash 1996 - 1997
KPMG Consulting May 1994 - May 1996
The Family Law Center June 1990 - August 1994
Michigan National Bank 1986 - 1994
Skills
Professional Services, Business Strategy, Business Process..., Sales, Digital Marketing, Cloud Computing, Portfolio Management, Product Management, Business Analysis, Management Consulting, Financial Services, Finance, CRM, ERP, Business Process, Public Speaking, PMO, Consulting, Talent Acquisition
Education
Thomas M. Cooley Law School 1985 — 1988
Juris Doctorate, Law
Indiana University South Bend 1982 — 1985
BS, Economics
Battlefield Automotive June 2015 - Present
Cognosante August 2014 - April 2015
Unisys June 2008 - May 2014
Bearingpoint March 2003 - September 2007
KPMG Consulting February 2000 - March 2003
KPMG Peat Marwick June 1997 - February 2000
Cybercash 1996 - 1997
KPMG Consulting May 1994 - May 1996
The Family Law Center June 1990 - August 1994
Michigan National Bank 1986 - 1994
Skills
Professional Services, Business Strategy, Business Process..., Sales, Digital Marketing, Cloud Computing, Portfolio Management, Product Management, Business Analysis, Management Consulting, Financial Services, Finance, CRM, ERP, Business Process, Public Speaking, PMO, Consulting, Talent Acquisition
Education
Thomas M. Cooley Law School 1985 — 1988
Juris Doctorate, Law
Indiana University South Bend 1982 — 1985
BS, Economics
James C. Wright III, CPA, CGMA James C. Wright III, CPA, CGMA's KPMG Peat Marwick Experience September 1982 - May 1984
Job CFO at AMPAM Parks Mechanical
Industry Construction
Experience
AMPAM Parks Mechanical November 1997 - Present
Federated States of Micronesia June 1994 - July 1997
Santa Margaritia Company 1984 - 1994
KPMG Peat Marwick September 1982 - May 1984
Skills
Budgets, Forecasting, Accounting, Contract Management, Construction, Contract Negotiation, CPA, Risk Management, Construction Management, Contractors, Real Estate, Due Diligence, Management, Strategic Planning, Operations Management, Negotiation, Purchasing, Process Scheduler, Procurement, Leadership, Team Building, Value Engineering
Education
Southern Methodist University - Cox School of Business 2002 — 2003
Certificate, Management
Golden Gate University 1982 — 1992
MSPA, Accounting
Menlo College 1977 — 1981
BS, Business & Accounting
MIssion San Jose 1974 — 1977
AMPAM Parks Mechanical November 1997 - Present
Federated States of Micronesia June 1994 - July 1997
Santa Margaritia Company 1984 - 1994
KPMG Peat Marwick September 1982 - May 1984
Skills
Budgets, Forecasting, Accounting, Contract Management, Construction, Contract Negotiation, CPA, Risk Management, Construction Management, Contractors, Real Estate, Due Diligence, Management, Strategic Planning, Operations Management, Negotiation, Purchasing, Process Scheduler, Procurement, Leadership, Team Building, Value Engineering
Education
Southern Methodist University - Cox School of Business 2002 — 2003
Certificate, Management
Golden Gate University 1982 — 1992
MSPA, Accounting
Menlo College 1977 — 1981
BS, Business & Accounting
MIssion San Jose 1974 — 1977
Anna Mayo Anna Mayo's KPMG Peat Marwick Experience 1992 - 1998
Job
Industry
Experience
MP&E Cameras and Lighting 2008 - Present
First Guaranty Insurance Services 1998 - 2002
KPMG Peat Marwick 1992 - 1998
Skills
Financial Reporting, Marketing Strategy, New Business Development, Strategic Planning, Entertainment, Sales, Social Media, Budgets, Account Management, Video, Broadcast, Film, Video Production
Education
Harding University 1988 — 1992
Bachelor's Degree, Accounting
MP&E Cameras and Lighting 2008 - Present
First Guaranty Insurance Services 1998 - 2002
KPMG Peat Marwick 1992 - 1998
Skills
Financial Reporting, Marketing Strategy, New Business Development, Strategic Planning, Entertainment, Sales, Social Media, Budgets, Account Management, Video, Broadcast, Film, Video Production
Education
Harding University 1988 — 1992
Bachelor's Degree, Accounting
Amber Busch Amber Busch's KPMG Peat Marwick Experience June 2002 - January 2003
Job Board Member at Treehouse – Giving Foster Kids a Childhood and a Future
Industry Accounting
Experience
Treehouse – Giving Foster Kids a Childhood and a Future September 2014 - Present
Clark Nuber July 2013 - Present
Clothier & Head September 2010 - June 2013
Moss Adams LLP February 2003 - September 2010
KPMG Peat Marwick June 2002 - January 2003
Arthur Andersen, LLP May 2001 - June 2002
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Financial Planners, Tax Research, Building Relationships, Partnership Taxation, Accounting, Tax Preparation, Income Tax, Tax Advisory, General Ledger, Big 4, Financial Reporting, State Tax, Financial Accounting, Financial Statements, Strategic Financial..., Internal Controls, Auditing, Tax Returns, Financial Analysis
Education
Leadership Tomorrow Class of 2015 2014 — 2015
Golden Gate University 2003 — 2009
Masters, Taxation
Washington State University 1995 — 2001
Bachelor of Arts, Accounting
Treehouse – Giving Foster Kids a Childhood and a Future September 2014 - Present
Clark Nuber July 2013 - Present
Clothier & Head September 2010 - June 2013
Moss Adams LLP February 2003 - September 2010
KPMG Peat Marwick June 2002 - January 2003
Arthur Andersen, LLP May 2001 - June 2002
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Financial Planners, Tax Research, Building Relationships, Partnership Taxation, Accounting, Tax Preparation, Income Tax, Tax Advisory, General Ledger, Big 4, Financial Reporting, State Tax, Financial Accounting, Financial Statements, Strategic Financial..., Internal Controls, Auditing, Tax Returns, Financial Analysis
Education
Leadership Tomorrow Class of 2015 2014 — 2015
Golden Gate University 2003 — 2009
Masters, Taxation
Washington State University 1995 — 2001
Bachelor of Arts, Accounting
Audrey Kurzawa, CPA's KPMG Peat Marwick Experience September 1989 - January 1992
Job Chief Operating Officer, Wallington Asset Management
Industry Investment Management
Experience
Wallington Asset Management November 2012 - Present
Winthrop Capital Management January 2009 - September 2012
4086 Advisors, Inc. October 1998 - October 2008
Conseco, Inc. January 1992 - October 1998
KPMG Peat Marwick September 1989 - January 1992
Education
Indiana University Bloomington 1985 — 1989
B.S Business, Accounting
Wallington Asset Management November 2012 - Present
Winthrop Capital Management January 2009 - September 2012
4086 Advisors, Inc. October 1998 - October 2008
Conseco, Inc. January 1992 - October 1998
KPMG Peat Marwick September 1989 - January 1992
Education
Indiana University Bloomington 1985 — 1989
B.S Business, Accounting
Duffy G. Elliott, CPA, CFP®'s KPMG Peat Marwick Experience 1981 - 1986
Job President, Elliott & Associates Wealth Advisors, Inc.
Industry Financial Services
Experience
Elliott & Associates Wealth Advisors, Inc. March 2005 - Present
KPMG Peat Marwick 1981 - 1986
Skills
Strategic Financial..., Entrepreneurship, Life Insurance, Leadership, Strategy, Investments, Business Analysis, Marketing, Strategic Planning, Marketing Strategy, Team Building, Project Management, Management, New Business Development, Customer Service, Financial Analysis, Public Speaking, Microsoft Office, Mutual Funds, Contract Negotiation
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1980
Elliott & Associates Wealth Advisors, Inc. March 2005 - Present
KPMG Peat Marwick 1981 - 1986
Skills
Strategic Financial..., Entrepreneurship, Life Insurance, Leadership, Strategy, Investments, Business Analysis, Marketing, Strategic Planning, Marketing Strategy, Team Building, Project Management, Management, New Business Development, Customer Service, Financial Analysis, Public Speaking, Microsoft Office, Mutual Funds, Contract Negotiation
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1980
Tim Kovel Tim Kovel's KPMG Peat Marwick Experience September 1991 - September 1997
Job Sr. Tax Director at BDO USA, LLP
Industry Insurance
Experience
BDO USA, LLP May 2012 - Present
Ernst & Young September 1997 - May 2012
KPMG Peat Marwick September 1991 - September 1997
Skills
Tax, Accounting, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Compliance, Tax Accounting, Insurance, Tax Research, Auditing, FAS109, Tax Advisory, CPA, US GAAP, Big 4, International Tax, GAAP
Education
LIU Post 2001 — 2004
MST, Taxation
Hofstra University 1986 — 1991
BBA, Accounting
BDO USA, LLP May 2012 - Present
Ernst & Young September 1997 - May 2012
KPMG Peat Marwick September 1991 - September 1997
Skills
Tax, Accounting, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Compliance, Tax Accounting, Insurance, Tax Research, Auditing, FAS109, Tax Advisory, CPA, US GAAP, Big 4, International Tax, GAAP
Education
LIU Post 2001 — 2004
MST, Taxation
Hofstra University 1986 — 1991
BBA, Accounting
Chaya Zarad Chaya Zarad's KPMG Peat Marwick Experience 2001 - 2002
Job Sr. UX Analyst, Programming at Macy's Systems and Technology
Industry Internet
Experience
Macy's Systems and Technology March 2011 - Present
Georgia Public Broadcasting October 2008 - October 2010
Imagine This Creative October 2003 - October 2008
GMAC Insurance February 2007 - June 2008
Matlock Advertising & PR December 2002 - December 2006
KPMG Peat Marwick 2001 - 2002
Towers Perrin 1995 - 1999
Skills
Art, Web Development, Interactive Advertising, Leadership, Creative Direction, Advertising, Graphic Design, Social Media, User Experience, Graphics, Brand Development, SEO, Information Architecture, Digital Strategy, Digital Media, Social Media Marketing
Education
Georgia State University
Bachelors, Art & Design
Macy's Systems and Technology March 2011 - Present
Georgia Public Broadcasting October 2008 - October 2010
Imagine This Creative October 2003 - October 2008
GMAC Insurance February 2007 - June 2008
Matlock Advertising & PR December 2002 - December 2006
KPMG Peat Marwick 2001 - 2002
Towers Perrin 1995 - 1999
Skills
Art, Web Development, Interactive Advertising, Leadership, Creative Direction, Advertising, Graphic Design, Social Media, User Experience, Graphics, Brand Development, SEO, Information Architecture, Digital Strategy, Digital Media, Social Media Marketing
Education
Georgia State University
Bachelors, Art & Design
Ron Proctor's KPMG Peat Marwick Experience 1997 - 1998
Job HR Systems | Project Management | Reporting & Analysis
Industry Human Resources
Experience
Collective HR Solutions November 2008 - Present
Newton Software May 2011 - September 2012
ARES Corporation September 2010 - April 2011
Taproot Foundation October 2009 - September 2010
SuccessFactors July 2006 - November 2008
Stanford University Medical Center 1999 - 2005
Aris Corporation 1998 - 1999
KPMG Peat Marwick 1997 - 1998
AT&T / SBC 1993 - 1997
Skills
Talent Management, Recruiting, HRIS, Human Resources, HR Consulting, Applicant Tracking..., Onboarding, SaaS, Talent Acquisition, Performance Management, Training, Workforce Planning, Employee Relations, Succession Planning, Benefits Administration, Change Management, Management, Coaching, Leadership Development, Project Management, Employee Benefits, Deferred Compensation, Personnel Management, Payroll, Strategy
Education
Golden Gate University 1994 — 1996
MBA, Human Resources
San Diego State University-California State University 1973 — 1976
BS, Business Management
Collective HR Solutions November 2008 - Present
Newton Software May 2011 - September 2012
ARES Corporation September 2010 - April 2011
Taproot Foundation October 2009 - September 2010
SuccessFactors July 2006 - November 2008
Stanford University Medical Center 1999 - 2005
Aris Corporation 1998 - 1999
KPMG Peat Marwick 1997 - 1998
AT&T / SBC 1993 - 1997
Skills
Talent Management, Recruiting, HRIS, Human Resources, HR Consulting, Applicant Tracking..., Onboarding, SaaS, Talent Acquisition, Performance Management, Training, Workforce Planning, Employee Relations, Succession Planning, Benefits Administration, Change Management, Management, Coaching, Leadership Development, Project Management, Employee Benefits, Deferred Compensation, Personnel Management, Payroll, Strategy
Education
Golden Gate University 1994 — 1996
MBA, Human Resources
San Diego State University-California State University 1973 — 1976
BS, Business Management
Rex Bennett, Ph.D. Rex Bennett, Ph.D.'s KPMG Peat Marwick Experience 1992 - 1997
Job President, Achieving Unlimited
Industry Financial Services
Experience
Achieving Unlimited January 1995 - Present
Banking Schools 1995 - September 2015
University of San Francisco September 1989 - May 2010
KPMG Peat Marwick 1992 - 1997
University of Colorado 1974 - 1989
Skills
Competitive Advantage, Business Strategy, Marketing Strategy, Customer Retention, Customer Acquisition, Strategic Planning, Public Speaking, Organizational..., Risk Management
Education
University of North Carolina at Chapel Hill 1968 — 1972
Doctor of Philosophy (Ph.D.), Business, Management, Marketing, and Related Support Services
University of Tennessee-Knoxville 1964 — 1966
Bachelor of Science (BS), Banking and Financial Support Services
University of Minnesota 1982 — 1982
Post Graduate, Management Information Systems, General
Indiana University - Kelley School of Business 1983 — 1983
Post Graduate, Management Information Systems, General
Achieving Unlimited January 1995 - Present
Banking Schools 1995 - September 2015
University of San Francisco September 1989 - May 2010
KPMG Peat Marwick 1992 - 1997
University of Colorado 1974 - 1989
Skills
Competitive Advantage, Business Strategy, Marketing Strategy, Customer Retention, Customer Acquisition, Strategic Planning, Public Speaking, Organizational..., Risk Management
Education
University of North Carolina at Chapel Hill 1968 — 1972
Doctor of Philosophy (Ph.D.), Business, Management, Marketing, and Related Support Services
University of Tennessee-Knoxville 1964 — 1966
Bachelor of Science (BS), Banking and Financial Support Services
University of Minnesota 1982 — 1982
Post Graduate, Management Information Systems, General
Indiana University - Kelley School of Business 1983 — 1983
Post Graduate, Management Information Systems, General
Linda Borst's KPMG Peat Marwick Experience August 1986 - September 1991
Job CPA, QuickBooks ProAdvisor, Xero Partner, Bookkeeping, Payroll
Industry Accounting
Experience
Borst Accounting Solutions LLC December 2009 - Present
The Hummel Group 2004 - 2009
Kemper Insurance January 1992 - March 1996
KPMG Peat Marwick August 1986 - September 1991
Skills
Quickbooks, Excel, Payroll, Accounts Payable, Accounting, Accounts Receivable, Bookkeeping, Microsoft Office, Financial Reporting, General Ledger, Reconciliation, Spreadsheets, Payroll Taxes, Journal Entries, Sales Tax, Xero, Tax Accounting, Tax, Tax Returns, Forecasting, Managerial Finance, QuickBooks, Accruals, Small Business, Microsoft Excel, Auditing, Financial Planners, Preparation, Tax Preparation, Peachtree, Bank Reconciliation, GAAP, Cash Management, Internal Controls, Cash Flow, Income Tax, Partnership Taxation, SEC filings, Account Reconciliation, Variance Analysis, Budgets, Cost Accounting, Balance, Accountants, Financial Analysis, CPA, Strategic Financial..., Corporate Tax, Sarbanes-Oxley Act, Financial Statements
Education
Indiana University - Kelley School of Business 1982 — 1986
Bachelor of Science, Accounting
Borst Accounting Solutions LLC December 2009 - Present
The Hummel Group 2004 - 2009
Kemper Insurance January 1992 - March 1996
KPMG Peat Marwick August 1986 - September 1991
Skills
Quickbooks, Excel, Payroll, Accounts Payable, Accounting, Accounts Receivable, Bookkeeping, Microsoft Office, Financial Reporting, General Ledger, Reconciliation, Spreadsheets, Payroll Taxes, Journal Entries, Sales Tax, Xero, Tax Accounting, Tax, Tax Returns, Forecasting, Managerial Finance, QuickBooks, Accruals, Small Business, Microsoft Excel, Auditing, Financial Planners, Preparation, Tax Preparation, Peachtree, Bank Reconciliation, GAAP, Cash Management, Internal Controls, Cash Flow, Income Tax, Partnership Taxation, SEC filings, Account Reconciliation, Variance Analysis, Budgets, Cost Accounting, Balance, Accountants, Financial Analysis, CPA, Strategic Financial..., Corporate Tax, Sarbanes-Oxley Act, Financial Statements
Education
Indiana University - Kelley School of Business 1982 — 1986
Bachelor of Science, Accounting
Denise Barrese, CPA, CGMA's KPMG Peat Marwick Experience October 1991 - July 1994
Job Business Manager Rhode Island Hospital Comprehensive Cancer Centers
Industry Hospital & Health Care
Experience
Rhode Island Hospital January 2014 - Present
Lifespan February 2013 - January 2014
Lifespan July 2007 - February 2013
Lifespan January 2006 - July 2007
PricewaterhouseCoopers January 2005 - December 2005
ERA Home & Family September 2001 - December 2004
Cowan, Bolduc, Doherty & Company, LLC January 1996 - August 2001
AEGON August 1994 - December 1995
KPMG, Peat Marwick October 1991 - July 1994
Iona College September 1989 - September 1991
Skills
Budgeting, Audit, Internal Controls, Hospitals, Accounting, Financial Analysis, PeopleSoft, Microsoft Office, Excel, Compliance, Access, Non-profits, Healthcare, Quickbooks, Financial Reporting, Auditing, Microsoft Excel, Nonprofits, QuickBooks, Healthcare Management, Budgets, Policy, Account Reconciliation, Analysis, General Ledger, Payroll, Data Analysis, Management, GAAP, Internal Audit, Financial Accounting, Financial Statements, Finance
Education
Salve Regina University 2012 — 2015
Master of Science (MS), Health/Health Care Administration/Management
Iona College 1987 — 1991
Bachelor of Business Administration, Public Accounting
Rhode Island Hospital January 2014 - Present
Lifespan February 2013 - January 2014
Lifespan July 2007 - February 2013
Lifespan January 2006 - July 2007
PricewaterhouseCoopers January 2005 - December 2005
ERA Home & Family September 2001 - December 2004
Cowan, Bolduc, Doherty & Company, LLC January 1996 - August 2001
AEGON August 1994 - December 1995
KPMG, Peat Marwick October 1991 - July 1994
Iona College September 1989 - September 1991
Skills
Budgeting, Audit, Internal Controls, Hospitals, Accounting, Financial Analysis, PeopleSoft, Microsoft Office, Excel, Compliance, Access, Non-profits, Healthcare, Quickbooks, Financial Reporting, Auditing, Microsoft Excel, Nonprofits, QuickBooks, Healthcare Management, Budgets, Policy, Account Reconciliation, Analysis, General Ledger, Payroll, Data Analysis, Management, GAAP, Internal Audit, Financial Accounting, Financial Statements, Finance
Education
Salve Regina University 2012 — 2015
Master of Science (MS), Health/Health Care Administration/Management
Iona College 1987 — 1991
Bachelor of Business Administration, Public Accounting
Mike Maseda Mike Maseda's KPMG Peat Marwick Experience 1992 - 1996
Job President & CEO at CoAdvantage
Industry Human Resources
Experience
CoAdvantage July 2011 - Present
Avisena 2007 - June 2011
ADP Totalsource 2005 - 2007
KPMG Peat Marwick 1992 - 1996
AT&T 1986 - 1990
Skills
Team Building, Human Resources, SaaS, Leadership, Strategic Planning, Health Insurance, Employee Benefits, Process Improvement, Account Management, Workers Compensation, Strategy, Healthcare, Strategic Partnerships, Management Consulting, Start-ups, Employee Relations, Revenue Cycle, Outsourcing, Mergers & Acquisitions, Sales Process, Sales Management, Leadership Development, New Business Development, Sales, CRM, Business Strategy, Management, Executive Management, Salesforce.com, Benefits Administration, Customer Service, Business Development, Budgets, Business Analysis, HR Consulting, Payroll, BPO, HRIS, Performance Management, Insurance, Mergers, Training, Recruiting, Entrepreneurship, Talent Acquisition, 401k, Consulting, Customer Retention, Personnel Management
Education
Harvard Business School 1990 — 1992
MBA, General Management
Stony Brook University 1986 — 1987
MS, Computer Science
University of Miami 1982 — 1986
BS, Computer Science
CoAdvantage July 2011 - Present
Avisena 2007 - June 2011
ADP Totalsource 2005 - 2007
KPMG Peat Marwick 1992 - 1996
AT&T 1986 - 1990
Skills
Team Building, Human Resources, SaaS, Leadership, Strategic Planning, Health Insurance, Employee Benefits, Process Improvement, Account Management, Workers Compensation, Strategy, Healthcare, Strategic Partnerships, Management Consulting, Start-ups, Employee Relations, Revenue Cycle, Outsourcing, Mergers & Acquisitions, Sales Process, Sales Management, Leadership Development, New Business Development, Sales, CRM, Business Strategy, Management, Executive Management, Salesforce.com, Benefits Administration, Customer Service, Business Development, Budgets, Business Analysis, HR Consulting, Payroll, BPO, HRIS, Performance Management, Insurance, Mergers, Training, Recruiting, Entrepreneurship, Talent Acquisition, 401k, Consulting, Customer Retention, Personnel Management
Education
Harvard Business School 1990 — 1992
MBA, General Management
Stony Brook University 1986 — 1987
MS, Computer Science
University of Miami 1982 — 1986
BS, Computer Science
Richard Kohn Richard Kohn's KPMG Peat Marwick Experience 1977 - 1980
Job I have joined Boston's premier real estate development & consulting firms, founded by the former Director of the B.R.A.
Industry Real Estate
Experience
Kenney Development Company Inc. July 2013 - Present
MarcumRachlin, A Division of Marcum LLP April 2010 - July 2013
Marcum LLP (formerly Brown & Brown LLP) January 2002 - July 2013
Evans Packaging Corp 1990 - 2003
Boston Beer Company 1986 - 1990
KPMG Peat Marwick 1977 - 1980
Skills
Accounting, Forensic Accounting, CPA, Mergers, Tax, Due Diligence, Consulting, Financial Analysis, Valuation, Business Valuation
Education
Harvard Business School 1980 — 1982
MBA, General Management
University of Vermont 1974 — 1978
BS, Accounting
Westhill High School - Stamford 1971 — 1974
HS Diploma
Kenney Development Company Inc. July 2013 - Present
MarcumRachlin, A Division of Marcum LLP April 2010 - July 2013
Marcum LLP (formerly Brown & Brown LLP) January 2002 - July 2013
Evans Packaging Corp 1990 - 2003
Boston Beer Company 1986 - 1990
KPMG Peat Marwick 1977 - 1980
Skills
Accounting, Forensic Accounting, CPA, Mergers, Tax, Due Diligence, Consulting, Financial Analysis, Valuation, Business Valuation
Education
Harvard Business School 1980 — 1982
MBA, General Management
University of Vermont 1974 — 1978
BS, Accounting
Westhill High School - Stamford 1971 — 1974
HS Diploma
Terry Derloshon's KPMG Peat Marwick Experience July 1987 - June 1994
Job Team Lead Data Architect at Truven Health Analytics
Industry Information Technology and Services
Experience
Truven Health Analytics August 2014 - Present
Ally Bank (Vaco) November 2013 - August 2014
MDOT (Rose Int'l) August 2012 - October 2013
Ford (Fast Switch) January 2005 - July 2012
Cap Gemini Ernst & Young June 2007 - May 2008
RL Polk July 2002 - December 2004
Logica July 1998 - June 2002
Arbortext July 1994 - June 1998
KPMG Peat Marwick July 1987 - June 1994
Skills
Business Process..., Integration, Process Improvement, Leadership, Enterprise Architecture, SDLC, Requirements Analysis, Business Analysis, Business Intelligence, Business Architecture, Business Process, Program Management, Information Architecture, Requirements Gathering, IT Strategy, Analysis, Management, Software Project..., Data Warehousing
Education
Indiana University Bloomington 1982 — 1987
BS - Computer Science, Information Science w/ concentration on Business Systems
Truven Health Analytics August 2014 - Present
Ally Bank (Vaco) November 2013 - August 2014
MDOT (Rose Int'l) August 2012 - October 2013
Ford (Fast Switch) January 2005 - July 2012
Cap Gemini Ernst & Young June 2007 - May 2008
RL Polk July 2002 - December 2004
Logica July 1998 - June 2002
Arbortext July 1994 - June 1998
KPMG Peat Marwick July 1987 - June 1994
Skills
Business Process..., Integration, Process Improvement, Leadership, Enterprise Architecture, SDLC, Requirements Analysis, Business Analysis, Business Intelligence, Business Architecture, Business Process, Program Management, Information Architecture, Requirements Gathering, IT Strategy, Analysis, Management, Software Project..., Data Warehousing
Education
Indiana University Bloomington 1982 — 1987
BS - Computer Science, Information Science w/ concentration on Business Systems
Victor Albanese Victor Albanese's KPMG Peat Marwick Experience 1976 - 1988
Job Director, Operations Management Consulting Services at Eisner LLP
Industry Management Consulting
Experience
EisnerAmper LLC 1992 - Present
Ernst & Young 1988 - 1992
KPMG Peat Marwick 1976 - 1988
Fairchild Republic 1974 - 1976
R.H. Macy & Co. 1972 - 1974
Education
Hofstra University
BSIE
LIU Post
EisnerAmper LLC 1992 - Present
Ernst & Young 1988 - 1992
KPMG Peat Marwick 1976 - 1988
Fairchild Republic 1974 - 1976
R.H. Macy & Co. 1972 - 1974
Education
Hofstra University
BSIE
LIU Post
Jeff Pope, CPA, CGMA's KPMG Peat Marwick Experience August 1983 - April 1993
Job Finance Professional Corporate, Private Equity, & Big 4 Experience; Currently Asst. Controller at Auven Therapeutics
Industry Biotechnology
Experience
Auven Therapeutics July 2012 - Present
Celtic Pharma March 2010 - June 2012
Reckitt Benckiser Inc March 2000 - February 2010
Reckitt & Colman January 1998 - February 2000
Reckitt & Colman January 1996 - December 1997
Reckitt & Colman November 1993 - December 1995
KPMG Peat Marwick August 1983 - April 1993
Skills
Accounting, Financial Reporting, Mergers, Forecasting, GAAP, Internal Controls, Budgets, Financial Analysis, Finance, Corporate Finance, Restructuring, Mergers & Acquisitions, IFRS, Consolidation, Cash Management, Auditing, Management
Education
Gettysburg College 1979 — 1983
B.A.
Auven Therapeutics July 2012 - Present
Celtic Pharma March 2010 - June 2012
Reckitt Benckiser Inc March 2000 - February 2010
Reckitt & Colman January 1998 - February 2000
Reckitt & Colman January 1996 - December 1997
Reckitt & Colman November 1993 - December 1995
KPMG Peat Marwick August 1983 - April 1993
Skills
Accounting, Financial Reporting, Mergers, Forecasting, GAAP, Internal Controls, Budgets, Financial Analysis, Finance, Corporate Finance, Restructuring, Mergers & Acquisitions, IFRS, Consolidation, Cash Management, Auditing, Management
Education
Gettysburg College 1979 — 1983
B.A.
Russ Cherry's KPMG Peat Marwick Experience 1976 - 1979
Job
Industry Management Consulting
Experience
LeBlond-Phoenix & Associates, Inc. January 2004 - Present
McLean Bible Church 2006 - 2013
National Academy of Public Administration 2006 - 2010
U.S. Department of Transportation 2005 - 2006
Bush Cheney 2004 Campaign 2004 - 2004
FDIC 1988 - 2003
USCG Reserve 1972 - 2002
Commodity Futures Trading Commission 1985 - 1988
KPMG Peat Marwick 1976 - 1979
U.S. Coast Guard 1972 - 1975
Skills
Program Management, Government, Strategic Planning, Policy, Leadership, Finance, Management Consulting, Analysis, Risk Management, Management
Education
Old Dominion University 1999 — 2000
MS
The George Washington University - School of Business 1975 — 1976
MBA
Gettysburg College 1970 — 1970
NA
Haslam College of Business at the University of Tennessee 1967 — 1970
BS
Raritan High School
LeBlond-Phoenix & Associates, Inc. January 2004 - Present
McLean Bible Church 2006 - 2013
National Academy of Public Administration 2006 - 2010
U.S. Department of Transportation 2005 - 2006
Bush Cheney 2004 Campaign 2004 - 2004
FDIC 1988 - 2003
USCG Reserve 1972 - 2002
Commodity Futures Trading Commission 1985 - 1988
KPMG Peat Marwick 1976 - 1979
U.S. Coast Guard 1972 - 1975
Skills
Program Management, Government, Strategic Planning, Policy, Leadership, Finance, Management Consulting, Analysis, Risk Management, Management
Education
Old Dominion University 1999 — 2000
MS
The George Washington University - School of Business 1975 — 1976
MBA
Gettysburg College 1970 — 1970
NA
Haslam College of Business at the University of Tennessee 1967 — 1970
BS
Raritan High School
Jim Barclay's KPMG Peat Marwick Experience August 2003 - January 2004
Job Enterprise Business Unit Client Executive at IBM
Industry Information Technology and Services
Experience
IBM February 2011 - Present
Farm Bureau Financial Services May 2009 - January 2011
Genesis 10 Consulting January 2004 - April 2009
KPMG Peat Marwick August 2003 - January 2004
Cap Gemini (Ernst & Young) June 1997 - August 2003
Ernst & Young June 1997 - August 2003
Skills
Business Process..., IT Strategy, Business Analysis, Management Consulting, Business Process, Business Intelligence, Program Management, Process Improvement, Business Transformation, Project Portfolio..., Vendor Management, Change Management, PMO, Integration, Project Management, Strategic Planning, Outsourcing, Requirements Analysis, Cross-functional Team..., Strategy, IT Management, Leadership, Consulting
Education
University of Tennessee-Knoxville 1992 — 1997
BS, Engineering
Harvard Business School 2013 — 2014
Continuing Executive Education and Development Program(s), IBM Executive Certification Program, Financial Performance Mgmt
Farragut High School
Eastlake North High School
IBM February 2011 - Present
Farm Bureau Financial Services May 2009 - January 2011
Genesis 10 Consulting January 2004 - April 2009
KPMG Peat Marwick August 2003 - January 2004
Cap Gemini (Ernst & Young) June 1997 - August 2003
Ernst & Young June 1997 - August 2003
Skills
Business Process..., IT Strategy, Business Analysis, Management Consulting, Business Process, Business Intelligence, Program Management, Process Improvement, Business Transformation, Project Portfolio..., Vendor Management, Change Management, PMO, Integration, Project Management, Strategic Planning, Outsourcing, Requirements Analysis, Cross-functional Team..., Strategy, IT Management, Leadership, Consulting
Education
University of Tennessee-Knoxville 1992 — 1997
BS, Engineering
Harvard Business School 2013 — 2014
Continuing Executive Education and Development Program(s), IBM Executive Certification Program, Financial Performance Mgmt
Farragut High School
Eastlake North High School
Ivette (Leon) Giancola's KPMG Peat Marwick Experience July 1998 - November 1999
Job Assistant Wholesale Controller at Diesel
Industry Retail
Experience
Diesel August 2008 - Present
Party City August 2006 - August 2008
Party City Corp April 2005 - August 2006
Ryder Integrated Logistics November 2003 - March 2005
Jas Forwarding June 2003 - November 2003
Georgia Southern University August 2001 - May 2003
KPMG Peat Marwick July 1998 - November 1999
Skills
Logistics, Cross-functional Team..., Strategy, Supply Chain, Supply Chain Management
Education
Georgia Southern University - College of Business Administration 2001 — 2003
MBA, International Business
Universidad de Lima 1992 — 1996
B.S., Industrial Engineering
Diesel August 2008 - Present
Party City August 2006 - August 2008
Party City Corp April 2005 - August 2006
Ryder Integrated Logistics November 2003 - March 2005
Jas Forwarding June 2003 - November 2003
Georgia Southern University August 2001 - May 2003
KPMG Peat Marwick July 1998 - November 1999
Skills
Logistics, Cross-functional Team..., Strategy, Supply Chain, Supply Chain Management
Education
Georgia Southern University - College of Business Administration 2001 — 2003
MBA, International Business
Universidad de Lima 1992 — 1996
B.S., Industrial Engineering
Gary Villanova's KPMG Peat Marwick Experience 1987 - 1989
Job Director of Finance at Wavestone Properties, Inc.
Industry Accounting
Experience
Wavestone Properties, Inc. August 2006 - Present
Texas Liquids LLC 2003 - 2005
The Lumscope Company December 1997 - May 2003
KPMG 1987 - 1989
KPMG Peat Marwick 1987 - 1989
Main Hurdman 1980 - 1980
Skills
Cash Flow Forecasting, GAAP Accounting, Real Estate Development, Residential Property..., Financial Modelling, Construction Accounting, Due Diligence procedures, Wholesale Distribution, Asset based loan...
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MS, Accounting
Hamilton College 1972 — 1976
B.A., Liberal Arts, concentration Biology
St. Benedict's Prep
Wavestone Properties, Inc. August 2006 - Present
Texas Liquids LLC 2003 - 2005
The Lumscope Company December 1997 - May 2003
KPMG 1987 - 1989
KPMG Peat Marwick 1987 - 1989
Main Hurdman 1980 - 1980
Skills
Cash Flow Forecasting, GAAP Accounting, Real Estate Development, Residential Property..., Financial Modelling, Construction Accounting, Due Diligence procedures, Wholesale Distribution, Asset based loan...
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MS, Accounting
Hamilton College 1972 — 1976
B.A., Liberal Arts, concentration Biology
St. Benedict's Prep
Mark W. Shemaria's KPMG Peat Marwick Experience 1976 - 1983
Job Director Center of Excellence Anaplan Inc
Industry Computer Software
Experience
Anaplan Inc September 2012 - Present
Anaplan Inc October 2010 - October 2012
Catalyst Consulting Group February 1992 - September 2010
IBM January 2009 - August 2009
Barbary Coast National Bank NA 1987 - 1992
California Business Bank, NA 1983 - 1987
KPMG Peat Marwick 1976 - 1983
Skills
Business Intelligence..., Forecasting, Data Modeling, Cognos, OLAP, Cash Flow Forecasting, Business Objects, TM1, Enterprise Software, Business Performance..., Data Warehousing, Business Process, Business Intelligence, Strategy, Dashboard, Business Analytics, Financial Reporting, Data Integration, Management Consulting
Education
Golden Gate University
MS Tax
San Jose State University
BS, Finance, Accounting
University of California, Santa Cruz
BA, Philosophy
Anaplan Inc September 2012 - Present
Anaplan Inc October 2010 - October 2012
Catalyst Consulting Group February 1992 - September 2010
IBM January 2009 - August 2009
Barbary Coast National Bank NA 1987 - 1992
California Business Bank, NA 1983 - 1987
KPMG Peat Marwick 1976 - 1983
Skills
Business Intelligence..., Forecasting, Data Modeling, Cognos, OLAP, Cash Flow Forecasting, Business Objects, TM1, Enterprise Software, Business Performance..., Data Warehousing, Business Process, Business Intelligence, Strategy, Dashboard, Business Analytics, Financial Reporting, Data Integration, Management Consulting
Education
Golden Gate University
MS Tax
San Jose State University
BS, Finance, Accounting
University of California, Santa Cruz
BA, Philosophy
John E. Fedora, CPA, MFM, CGMA's KPMG Peat Marwick Experience 1989 - 1992
Job at JEF Consulting Group
Industry Financial Services
Experience
JEF Consulting Group October 2007 - Present
MountainTop Technologies, Inc. December 2002 - October 2007
Spiritech, Inc. August 2000 - December 2002
Tracking Systems Corporation August 1995 - May 2001
KPMG Peat Marwick 1989 - 1992
Skills
Cost Accounting, GAAP, Accountants, FAR, DCAA, Dealers, Process Improvement, Risk Management, Strategic Planning, Strategic Financial..., Program Management, Needs Analysis, Team Building, Proposal Writing, Management, Leadership, Accounting
Education
St. Francis University 1985 — 1989
BS, Accounting
Central Cambria
Indiana University of Pennsylvania
JEF Consulting Group October 2007 - Present
MountainTop Technologies, Inc. December 2002 - October 2007
Spiritech, Inc. August 2000 - December 2002
Tracking Systems Corporation August 1995 - May 2001
KPMG Peat Marwick 1989 - 1992
Skills
Cost Accounting, GAAP, Accountants, FAR, DCAA, Dealers, Process Improvement, Risk Management, Strategic Planning, Strategic Financial..., Program Management, Needs Analysis, Team Building, Proposal Writing, Management, Leadership, Accounting
Education
St. Francis University 1985 — 1989
BS, Accounting
Central Cambria
Indiana University of Pennsylvania
Chuck Frampton's KPMG Peat Marwick Experience 1984 - 1987
Job Chief Financial Officer at Doctor Imaging Group
Industry Accounting
Experience
Doctor's Imaging Group LLC January 2007 - Present
self employed January 2002 - Present
Traveler Discount Guide 2000 - 2002
Gencor Industries 1998 - 1999
American Automobile Association November 1987 - July 1998
KPMG Peat Marwick 1984 - 1987
Hayflich & Steinberg 1980 - 1984
Skills
Financial Reporting, Manufacturing, Telecommunications, Accounting, Financial Analysis, Tax Preparation, Strategy, Team Building, Mergers & Acquisitions, Mergers, Auditing, Management, Insurance, Leadership, Cash Flow, Contract Negotiation, Finance, Banking, Process Improvement, Strategic Planning, Human Resources, Analysis, Sales, Business Planning, Internal Controls, Tax, Forecasting, SEC filings, Small Business, Managerial Finance, Entrepreneurship, Strategic Financial..., CPA, Sarbanes-Oxley Act, Executive Management, Employee Benefits, Budgets, Due Diligence, Payroll, Financial Accounting
Education
Webster University 1993 — 1995
MBA, Finance
Indiana University of Pennsylvania 1975 — 1980
Accounting
Doctor's Imaging Group LLC January 2007 - Present
self employed January 2002 - Present
Traveler Discount Guide 2000 - 2002
Gencor Industries 1998 - 1999
American Automobile Association November 1987 - July 1998
KPMG Peat Marwick 1984 - 1987
Hayflich & Steinberg 1980 - 1984
Skills
Financial Reporting, Manufacturing, Telecommunications, Accounting, Financial Analysis, Tax Preparation, Strategy, Team Building, Mergers & Acquisitions, Mergers, Auditing, Management, Insurance, Leadership, Cash Flow, Contract Negotiation, Finance, Banking, Process Improvement, Strategic Planning, Human Resources, Analysis, Sales, Business Planning, Internal Controls, Tax, Forecasting, SEC filings, Small Business, Managerial Finance, Entrepreneurship, Strategic Financial..., CPA, Sarbanes-Oxley Act, Executive Management, Employee Benefits, Budgets, Due Diligence, Payroll, Financial Accounting
Education
Webster University 1993 — 1995
MBA, Finance
Indiana University of Pennsylvania 1975 — 1980
Accounting
Rick Nashleanas's KPMG Peat Marwick Experience May 1982 - May 1983
Job Technology, Management, Sales and Business Growth
Industry Marketing and Advertising
Experience
Monarch Digital May 2000 - Present
Monarch Technology Management August 1995 - May 2000
Eden Systems Corporation May 1987 - August 1995
Eli Lilly May 1983 - May 1987
KPMG Peat Marwick May 1982 - May 1983
Skills
Web Design, Web Development, SEO, Web Marketing, Graphic Design, Photography, Video Production, Business Coaching, Recruiting, Drupal, PHP, CSS, HTML 5, jQuery, Wordpress, JavaScript, MySQL, Advertising, Entrepreneurship, CMS, HTML, AJAX, XHTML, E-commerce, User Experience, Website Development, Open Source, Git, WordPress, Web Applications, Apache, Web 2.0, Information Architecture, Front-end, Node.js, User Interface Design, Web Project Management, Web Standards, Magento, Web Analytics, Google Analytics, Usability, User Interface, Mobile Applications, HTML5, Online Marketing
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, MIS
Washington University in St. Louis 1976 — 1980
Bachelor's degree, Economics
Monarch Digital May 2000 - Present
Monarch Technology Management August 1995 - May 2000
Eden Systems Corporation May 1987 - August 1995
Eli Lilly May 1983 - May 1987
KPMG Peat Marwick May 1982 - May 1983
Skills
Web Design, Web Development, SEO, Web Marketing, Graphic Design, Photography, Video Production, Business Coaching, Recruiting, Drupal, PHP, CSS, HTML 5, jQuery, Wordpress, JavaScript, MySQL, Advertising, Entrepreneurship, CMS, HTML, AJAX, XHTML, E-commerce, User Experience, Website Development, Open Source, Git, WordPress, Web Applications, Apache, Web 2.0, Information Architecture, Front-end, Node.js, User Interface Design, Web Project Management, Web Standards, Magento, Web Analytics, Google Analytics, Usability, User Interface, Mobile Applications, HTML5, Online Marketing
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, MIS
Washington University in St. Louis 1976 — 1980
Bachelor's degree, Economics
Robert Remick's KPMG Peat Marwick Experience 1992 - 1994
Job Board of Directors at REMTECH, inc
Industry Financial Services
Experience
Rem Tech Inc July 2012 - Present
Merrill Lynch December 1994 - April 2010
KPMG Peat Marwick 1992 - 1994
Skills
Wealth Management, Equities, Strategic Financial..., Capital Markets, Securities, Investment Banking, Financial Analysis, Asset Managment
Education
Hofstra University 1990 — 1992
BA, Accounting
Nassau Community College 1988 — 1990
Associate, Accounting
Plainview Old Bethpage High School 1984 — 1988
High School Diploma
Rem Tech Inc July 2012 - Present
Merrill Lynch December 1994 - April 2010
KPMG Peat Marwick 1992 - 1994
Skills
Wealth Management, Equities, Strategic Financial..., Capital Markets, Securities, Investment Banking, Financial Analysis, Asset Managment
Education
Hofstra University 1990 — 1992
BA, Accounting
Nassau Community College 1988 — 1990
Associate, Accounting
Plainview Old Bethpage High School 1984 — 1988
High School Diploma
Jim Vagenas's KPMG Peat Marwick Experience January 2000 - June 2003
Job Manage at Blickenwolf LLC
Industry Hospital & Health Care
Experience
Blickenwolf LLC ManagerDeloitte & ToucheJune 2003 - June 2006
KPMG Peat Marwick January 2000 - June 2003
Education
Indiana University Bloomington
Blickenwolf LLC ManagerDeloitte & ToucheJune 2003 - June 2006
KPMG Peat Marwick January 2000 - June 2003
Education
Indiana University Bloomington
Lee Granza's KPMG Peat Marwick Experience August 1989 - November 1990
Job Former Second Vice President at TIAACREF
Industry Financial Services
Beth Kobeck's KPMG Peat Marwick Experience September 1994 - September 1997
Job Corporate Controller at MPS Group
Industry Environmental Services
Experience
MPS Group October 2014 - Present
Star Trax/pulse220 November 2003 - September 2014
GlobalHue Advertising April 2001 - October 2003
Campbell Ewald Advertising September 1997 - April 2001
KPMG Peat Marwick September 1994 - September 1997
Skills
Budgets, Event Management, Event Planning, Financial Analysis, Managerial Finance
Education
Hillsdale College 1990 — 1994
Bachelor of Arts, Accounting
MPS Group October 2014 - Present
Star Trax/pulse220 November 2003 - September 2014
GlobalHue Advertising April 2001 - October 2003
Campbell Ewald Advertising September 1997 - April 2001
KPMG Peat Marwick September 1994 - September 1997
Skills
Budgets, Event Management, Event Planning, Financial Analysis, Managerial Finance
Education
Hillsdale College 1990 — 1994
Bachelor of Arts, Accounting
Tami Skifstad's KPMG Peat Marwick Experience 1996 - 1997
Job IT Leader
Industry Information Technology and Services
Experience
Pinellas County Sheriff's Office April 2015 - Present
TUI Travel PLC June 2011 - July 2014
Bright House Networks January 2010 - June 2011
International Speedway Corporation 2009 - 2009
Wyndham Worldwide 2008 - 2009
Wyndham Worldwide January 2007 - April 2008
Wyndham Vacation Ownership 2005 - 2007
Blackwell Consulting Services 2003 - 2005
Answerthink 1997 - 2002
KPMG Peat Marwick 1996 - 1997
Skills
Business Intelligence, Business Analysis, Project Management, Leadership, ERP, Strategy, SDLC, Business Process, Business Process..., Vendor Management, Process Improvement, Program Management, SharePoint, Visio, Business Process..., CRM, Team Leadership, Project Planning, Budgets, MS Project, IT Strategy, Software Development, Enterprise Software, PMP, Enterprise Architecture, IT Management, PMO, Strategic Planning
Education
Georgia State University 1988 — 1993
MBA, Computer Information Systems
University of Tampa 1982 — 1986
BS, Business Administration & MIS
Pinellas County Sheriff's Office April 2015 - Present
TUI Travel PLC June 2011 - July 2014
Bright House Networks January 2010 - June 2011
International Speedway Corporation 2009 - 2009
Wyndham Worldwide 2008 - 2009
Wyndham Worldwide January 2007 - April 2008
Wyndham Vacation Ownership 2005 - 2007
Blackwell Consulting Services 2003 - 2005
Answerthink 1997 - 2002
KPMG Peat Marwick 1996 - 1997
Skills
Business Intelligence, Business Analysis, Project Management, Leadership, ERP, Strategy, SDLC, Business Process, Business Process..., Vendor Management, Process Improvement, Program Management, SharePoint, Visio, Business Process..., CRM, Team Leadership, Project Planning, Budgets, MS Project, IT Strategy, Software Development, Enterprise Software, PMP, Enterprise Architecture, IT Management, PMO, Strategic Planning
Education
Georgia State University 1988 — 1993
MBA, Computer Information Systems
University of Tampa 1982 — 1986
BS, Business Administration & MIS
Don Emery's KPMG Peat Marwick Experience 1986 - 1991
Job Sr. Architect / Modeler at Teradata, Inc.
Industry Computer Software
Experience
Teradata, Inc. SupporterRobert Emery Productions2007 - Present
KPMG Peat Marwick 1986 - 1991
Education
Harvard University 1971 — 1975
Teradata, Inc. SupporterRobert Emery Productions2007 - Present
KPMG Peat Marwick 1986 - 1991
Education
Harvard University 1971 — 1975
Donna J Koeniges, CAP-OM's KPMG Peat Marwick Experience July 1990 - February 1992
Job Experienced Executive Administrative Professional
Industry Utilities
Experience
United Water May 1997 - Present
Medical Economics November 1993 - May 1997
Mundo Medico USA February 1992 - October 1993
KPMG Peat Marwick July 1990 - February 1992
Skills
PowerPoint, Spanish, Microsoft Office, Word, Editing, Executive Management, Meeting Planning, Event Planning, Administrative..., Travel Arrangements, Confidentiality, Budgets, Administration, Microsoft Word, Management, Training, Office Administration
Education
William Paterson University of New Jersey 1991 — 1994
Post-grad work, ESL & Bilingual Education
Hofstra University 1986 — 1990
BA, Spanish, Minor - Int'l Business
United Water May 1997 - Present
Medical Economics November 1993 - May 1997
Mundo Medico USA February 1992 - October 1993
KPMG Peat Marwick July 1990 - February 1992
Skills
PowerPoint, Spanish, Microsoft Office, Word, Editing, Executive Management, Meeting Planning, Event Planning, Administrative..., Travel Arrangements, Confidentiality, Budgets, Administration, Microsoft Word, Management, Training, Office Administration
Education
William Paterson University of New Jersey 1991 — 1994
Post-grad work, ESL & Bilingual Education
Hofstra University 1986 — 1990
BA, Spanish, Minor - Int'l Business
Sandra Suran's KPMG Peat Marwick Experience July 1985 - July 1989
Job Management Consultant, Author, Professor
Industry Management Consulting
Experience
The Suran Group July 1990 - Present
The DNA of the Resilient Organization 2014 - Present
Willamette University Atkinson Graduate School of Management May 2015 - Present
National Association of State Boards of Accountancy 1981 - Present
Washington County Museum 1983 - 2015
Professional Services Council of Oregon 1994 - 2003
American Institute of CPAs 1978 - 2001
Federal Reserve Bank of San Francisco 1985 - 1990
State of Oregon January 1988 - August 1989
KPMG Peat Marwick July 1985 - July 1989
Skills
Strategy, Management Consulting, Leadership, Strategic Planning, Management, Leadership Development, Time Management, Information Systems, Business Planning, Mergers & Acquisitions, Program Management, Change Management, Project Planning, Public Speaking, Small Business, Consulting, Nonprofits, Accounting, Business Alliances, Process Improvement, Fundraising, Finance, Budgets, Business Development, Start-ups, Insurance Policies, Mergers, Organizational..., Auditing, Coaching, Team Building, Entrepreneurship, Marketing Strategy, Marketing Communications, Training, Financial Analysis, Internal Communications
Education
Servite/ Marywood School Anaheim
Servite/Marywood School Anaheim
Willamette University MBA
University of Portland
Bachelor of Business Administration (BBA), Accounting
Harvard Law School
The Suran Group July 1990 - Present
The DNA of the Resilient Organization 2014 - Present
Willamette University Atkinson Graduate School of Management May 2015 - Present
National Association of State Boards of Accountancy 1981 - Present
Washington County Museum 1983 - 2015
Professional Services Council of Oregon 1994 - 2003
American Institute of CPAs 1978 - 2001
Federal Reserve Bank of San Francisco 1985 - 1990
State of Oregon January 1988 - August 1989
KPMG Peat Marwick July 1985 - July 1989
Skills
Strategy, Management Consulting, Leadership, Strategic Planning, Management, Leadership Development, Time Management, Information Systems, Business Planning, Mergers & Acquisitions, Program Management, Change Management, Project Planning, Public Speaking, Small Business, Consulting, Nonprofits, Accounting, Business Alliances, Process Improvement, Fundraising, Finance, Budgets, Business Development, Start-ups, Insurance Policies, Mergers, Organizational..., Auditing, Coaching, Team Building, Entrepreneurship, Marketing Strategy, Marketing Communications, Training, Financial Analysis, Internal Communications
Education
Servite/ Marywood School Anaheim
Servite/Marywood School Anaheim
Willamette University MBA
University of Portland
Bachelor of Business Administration (BBA), Accounting
Harvard Law School
Angela Jefferson's KPMG Peat Marwick Experience 1996 - 1998
Job Owner, Angela Jefferson
Industry Publishing
Experience
Angela Jefferson Actuarial ConsultantPwC Consulting1998 - 2000
KPMG Peat Marwick 1996 - 1998
PriceWaterhouse 1993 - 1996
Continental Insurance Company 1991 - 1993
Education
Howard University 1987 — 1991
Angela Jefferson Actuarial ConsultantPwC Consulting1998 - 2000
KPMG Peat Marwick 1996 - 1998
PriceWaterhouse 1993 - 1996
Continental Insurance Company 1991 - 1993
Education
Howard University 1987 — 1991
Elizabeth Mooney's KPMG Peat Marwick Experience January 1998 - April 2000
Job Director, Financial Planning & Analysis at Constellation Brands
Industry Wine and Spirits
Experience
Constellation Brands May 2013 - Present
Constellation Brands May 2012 - May 2013
Lenel Systems (a UTC Fire & Security Corporation) March 2008 - May 2012
Bausch & Lomb May 2005 - 2008
Standard & Poor's 2002 - 2005
KPMG Peat Marwick January 1998 - April 2000
Price Waterhouse January 1997 - January 1998
Education
University of Rochester 2009 — 2010
MSA, Masters in Accountancy
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA
Hamilton College 1992 — 1996
Bachelor of Arts (B.A.)
Middlebury College 1993 — 1994
Japanese Summer Language Immersion
Constellation Brands May 2013 - Present
Constellation Brands May 2012 - May 2013
Lenel Systems (a UTC Fire & Security Corporation) March 2008 - May 2012
Bausch & Lomb May 2005 - 2008
Standard & Poor's 2002 - 2005
KPMG Peat Marwick January 1998 - April 2000
Price Waterhouse January 1997 - January 1998
Education
University of Rochester 2009 — 2010
MSA, Masters in Accountancy
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA
Hamilton College 1992 — 1996
Bachelor of Arts (B.A.)
Middlebury College 1993 — 1994
Japanese Summer Language Immersion
Tracy Singer's KPMG Peat Marwick Experience 1993 - 1996
Job Executive Director | Program Management at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. 2015 - Present
JPMorgan Chase & Co. 2013 - 2015
All-set Consulting LLC 2001 - 2013
Deloitte Consulting 1996 - 2001
Blue Cross and Blue Shield Association 1996 - 1996
KPMG Peat Marwick 1993 - 1996
Lutheran General Health System 1991 - 1993
Skills
Program Management, Business Transformation, Business Process..., Risk Management, Process Improvement, Vendor Management, Healthcare Information..., Coaching and Leadership..., IT Strategy, Process Engineering, Mortgage Banking, EMR, EHR, HIPAA, Retail Financial..., Treasury Reporting, Compliance, Risk Assessment, New Business Development, IT Operations, IT Management, Process Optimization, Operational Risk..., Data Governance, IT Transformation, IT Merger Integration, Statistical..., Closed Loop Medication..., Clinical Information..., Cerner, Continuous Improvement, Default Operations, Commercial Insurance, Regulatory Compliance, Regulatory Requirements, Retail Banking, Operational Strategy
Education
Illinois Institute of Technology
M.S., Industrial/Organizational Psychology (Completed course work for PhD)
The University of Texas at Austin
B.A., Psychology/Sociology
JPMorgan Chase & Co. 2015 - Present
JPMorgan Chase & Co. 2013 - 2015
All-set Consulting LLC 2001 - 2013
Deloitte Consulting 1996 - 2001
Blue Cross and Blue Shield Association 1996 - 1996
KPMG Peat Marwick 1993 - 1996
Lutheran General Health System 1991 - 1993
Skills
Program Management, Business Transformation, Business Process..., Risk Management, Process Improvement, Vendor Management, Healthcare Information..., Coaching and Leadership..., IT Strategy, Process Engineering, Mortgage Banking, EMR, EHR, HIPAA, Retail Financial..., Treasury Reporting, Compliance, Risk Assessment, New Business Development, IT Operations, IT Management, Process Optimization, Operational Risk..., Data Governance, IT Transformation, IT Merger Integration, Statistical..., Closed Loop Medication..., Clinical Information..., Cerner, Continuous Improvement, Default Operations, Commercial Insurance, Regulatory Compliance, Regulatory Requirements, Retail Banking, Operational Strategy
Education
Illinois Institute of Technology
M.S., Industrial/Organizational Psychology (Completed course work for PhD)
The University of Texas at Austin
B.A., Psychology/Sociology
Melissa Scott, CPA's KPMG Peat Marwick Experience November 1996 - November 1997
Job Senior Accountant
Industry Accounting
Experience
ServiceLink, a Black Knight company July 2015 - Present
Lanxess October 2012 - March 2015
Bayer April 2012 - October 2012
Bayer MaterialScience October 2008 - April 2012
Bayer Corporate and Business Services September 2003 - October 2008
Highmark January 1998 - September 2003
KPMG Peat Marwick November 1996 - November 1997
Skills
SAP R/3, SAP, Accounting, Internal Controls, Financial Reporting, Forecasting, Auditing, Sarbanes-Oxley Act, Variance Analysis, US GAAP, Cost Accounting, Financial Accounting, IFRS, General Ledger, Financial Analysis
Education
Robert Morris University 1999 — 2001
MBA
Washington and Jefferson College 1992 — 1994
Bachelor of Arts (B.A.), Accounting
Grove City College 1990 — 1992
Accounting
West Allegheny High School 1986 — 1990
ServiceLink, a Black Knight company July 2015 - Present
Lanxess October 2012 - March 2015
Bayer April 2012 - October 2012
Bayer MaterialScience October 2008 - April 2012
Bayer Corporate and Business Services September 2003 - October 2008
Highmark January 1998 - September 2003
KPMG Peat Marwick November 1996 - November 1997
Skills
SAP R/3, SAP, Accounting, Internal Controls, Financial Reporting, Forecasting, Auditing, Sarbanes-Oxley Act, Variance Analysis, US GAAP, Cost Accounting, Financial Accounting, IFRS, General Ledger, Financial Analysis
Education
Robert Morris University 1999 — 2001
MBA
Washington and Jefferson College 1992 — 1994
Bachelor of Arts (B.A.), Accounting
Grove City College 1990 — 1992
Accounting
West Allegheny High School 1986 — 1990
Jim Huebner's KPMG Peat Marwick Experience 1981 - 1985
Job Vice President of Corporate Finance at MasterBrand Cabinets
Industry Building Materials
Experience
MasterBrand Cabinets VP of Corp Finance at MBCIFortune Brands Incorporated1993 - Present
Roussel UCALF Holdings 1990 - 1993
Ford Chemical, Inc. 1985 - 1990
KPMG Peat Marwick 1981 - 1985
Education
Indiana University - Kelley School of Business 1977 — 1982
MasterBrand Cabinets VP of Corp Finance at MBCIFortune Brands Incorporated1993 - Present
Roussel UCALF Holdings 1990 - 1993
Ford Chemical, Inc. 1985 - 1990
KPMG Peat Marwick 1981 - 1985
Education
Indiana University - Kelley School of Business 1977 — 1982
Vera Williams's KPMG Peat Marwick Experience December 1996 - May 1998
Job Assistant Director, Finance & Administration at Virginia Department of Accounts
Industry Accounting
Experience
Virginia Department of Accounts August 2013 - Present
Virginia State Police May 2009 - August 2013
Circuit City September 2006 - January 2009
SunCom Wireless January 1999 - August 2006
SunTrust Bank June 1998 - November 1999
KPMG Peat Marwick December 1996 - May 1998
Arthur Andersen September 1990 - November 1996
Skills
Accounting, Financial Reporting, General Ledger, PeopleSoft, Accounts Receivable, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Auditing, QuickBooks, Budgets, Cash Management, Account Reconciliation, Accounts Payable, Journal Entries, Financial Statements, Variance Analysis, SAP, Microsoft Excel, Payroll
Education
Hampton University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Nottoway High School 1982 — 1986
Diploma, Honors
Virginia Department of Accounts August 2013 - Present
Virginia State Police May 2009 - August 2013
Circuit City September 2006 - January 2009
SunCom Wireless January 1999 - August 2006
SunTrust Bank June 1998 - November 1999
KPMG Peat Marwick December 1996 - May 1998
Arthur Andersen September 1990 - November 1996
Skills
Accounting, Financial Reporting, General Ledger, PeopleSoft, Accounts Receivable, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Auditing, QuickBooks, Budgets, Cash Management, Account Reconciliation, Accounts Payable, Journal Entries, Financial Statements, Variance Analysis, SAP, Microsoft Excel, Payroll
Education
Hampton University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Nottoway High School 1982 — 1986
Diploma, Honors
Brian Hinton's KPMG Peat Marwick Experience 1984 - 1985
Job VP of Tax at Fresh Del Monte Produce
Industry Food Production
Experience
Fresh Del Monte Produce September 2007 - Present
American Media 2006 - 2007
ADP TotalSource 2005 - 2006
AutoNation 1999 - 2006
Ryder 1985 - 1998
Sunglass Hut 1992 - 1993
KPMG Peat Marwick 1984 - 1985
KPMG 1982 - 1983
Skills
Tax, Compliance, Income Tax, Corporate Tax, SOX, GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Financial Analysis, Financial Reporting, IFRS, Tax Accounting, Due Diligence, Internal Controls, International Tax, Mergers & Acquisitions, Internal Audit, Accounting, US GAAP, Fixed Assets, Financial Accounting, Financial Audits, CPA, Management, Tax Research, Tax Compliance, Tax Advisory, Tax Law, Finance, Big 4, Restructuring, Tax Returns, Transfer Pricing, Tax Preparation, Business Planning, Leadership, Financial Modeling, Microsoft Excel, Variance Analysis, Account Reconciliation
Education
Indiana University Bloomington 1978 — 1982
B.S. Business, Accounting
Fresh Del Monte Produce September 2007 - Present
American Media 2006 - 2007
ADP TotalSource 2005 - 2006
AutoNation 1999 - 2006
Ryder 1985 - 1998
Sunglass Hut 1992 - 1993
KPMG Peat Marwick 1984 - 1985
KPMG 1982 - 1983
Skills
Tax, Compliance, Income Tax, Corporate Tax, SOX, GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Financial Analysis, Financial Reporting, IFRS, Tax Accounting, Due Diligence, Internal Controls, International Tax, Mergers & Acquisitions, Internal Audit, Accounting, US GAAP, Fixed Assets, Financial Accounting, Financial Audits, CPA, Management, Tax Research, Tax Compliance, Tax Advisory, Tax Law, Finance, Big 4, Restructuring, Tax Returns, Transfer Pricing, Tax Preparation, Business Planning, Leadership, Financial Modeling, Microsoft Excel, Variance Analysis, Account Reconciliation
Education
Indiana University Bloomington 1978 — 1982
B.S. Business, Accounting
Anna Everest's KPMG Peat Marwick Experience January 1985 - November 1987
Job VP | Interview EDGE™ | Interview Training
Industry Professional Training & Coaching
Experience
Interview EDGE 1987 - Present
KPMG Peat Marwick January 1985 - November 1987
Skills
Executive Coaching, Leadership Development, Strategic Planning, Coaching, Team Building
Education
Golden Gate University 1989 — 1991
MS, Human Resources & Organizational Behavior
CCNY
CCNY
Interview EDGE 1987 - Present
KPMG Peat Marwick January 1985 - November 1987
Skills
Executive Coaching, Leadership Development, Strategic Planning, Coaching, Team Building
Education
Golden Gate University 1989 — 1991
MS, Human Resources & Organizational Behavior
CCNY
CCNY
Brian Thomas Hahs's KPMG Peat Marwick Experience October 1993 - October 1995
Job Financial Planner
Industry Financial Services
Experience
The Brian Thomas Group January 1999 - Present
Sands & Company, CPA's October 1996 - April 2002
Marcum & Kliegman LLP October 1995 - October 1996
KPMG Peat Marwick October 1993 - October 1995
Margolin, Winer & Evens LLP October 1989 - April 1994
Skills
Strategy, Accounting, Tax, Managerial Finance, Finance, Management Consulting, Small Business, Real Estate, Strategic Financial..., Portfolio Management, QuickBooks
Education
Hofstra University 1987 — 1994
The Brian Thomas Group January 1999 - Present
Sands & Company, CPA's October 1996 - April 2002
Marcum & Kliegman LLP October 1995 - October 1996
KPMG Peat Marwick October 1993 - October 1995
Margolin, Winer & Evens LLP October 1989 - April 1994
Skills
Strategy, Accounting, Tax, Managerial Finance, Finance, Management Consulting, Small Business, Real Estate, Strategic Financial..., Portfolio Management, QuickBooks
Education
Hofstra University 1987 — 1994
Renee Faulkner Opelt, MBA's KPMG Peat Marwick Experience 1997 - 1998
Job Consultant at Bridgepoint Consulting, LLC
Industry Accounting
Experience
Bridgepoint Consulting, LLC December 2013 - Present
Astrotech Corporation January 2013 - November 2013
Neopost 2011 - 2012
Warnaco 2008 - 2011
UTC Fire & Security 2006 - 2008
Pratt & Whitney 2005 - 2006
United Technologies 2000 - 2002
East Coast Metal Distributors 1998 - 1999
KPMG Peat Marwick 1997 - 1998
KPMG Peat Marwick 1996 - 1996
Skills
Internal Audit, Process Improvement, Managerial Finance, SAP, Sarbanes-Oxley Act, Consolidation, Auditing, Internal Controls, Financial Analysis, General Ledger, Accounting, Forecasting, Hyperion Enterprise, Sarbanes-Oxley, ERP, US GAAP, Budgets, Essbase, IFRS, Variance Analysis, Finance, Financial Reporting, Management, Cash Flow, Analysis, Financial Audits, Strategic Financial..., Revenue Recognition, Fixed Assets, GAAP, Financial Accounting, Cost Accounting
Education
University of Hartford
MBA, Business
Rensselaer Polytechnic Institute at Hartford
M.S., Management
The University of Connecticut School of Business
B.S., Accounting
Ecole supérieure de Commerce de Grenoble
Certificate, Business
Bridgepoint Consulting, LLC December 2013 - Present
Astrotech Corporation January 2013 - November 2013
Neopost 2011 - 2012
Warnaco 2008 - 2011
UTC Fire & Security 2006 - 2008
Pratt & Whitney 2005 - 2006
United Technologies 2000 - 2002
East Coast Metal Distributors 1998 - 1999
KPMG Peat Marwick 1997 - 1998
KPMG Peat Marwick 1996 - 1996
Skills
Internal Audit, Process Improvement, Managerial Finance, SAP, Sarbanes-Oxley Act, Consolidation, Auditing, Internal Controls, Financial Analysis, General Ledger, Accounting, Forecasting, Hyperion Enterprise, Sarbanes-Oxley, ERP, US GAAP, Budgets, Essbase, IFRS, Variance Analysis, Finance, Financial Reporting, Management, Cash Flow, Analysis, Financial Audits, Strategic Financial..., Revenue Recognition, Fixed Assets, GAAP, Financial Accounting, Cost Accounting
Education
University of Hartford
MBA, Business
Rensselaer Polytechnic Institute at Hartford
M.S., Management
The University of Connecticut School of Business
B.S., Accounting
Ecole supérieure de Commerce de Grenoble
Certificate, Business
Scott Elphingstone's KPMG Peat Marwick Experience 1976 - 1991
Job Managing Director at Capital Analytics
Industry Financial Services
Experience
Capital Analytics, subsidiary of Neuberger Berman January 2006 - Present
PricewaterhouseCoopers February 1997 - November 2005
Western Fidelity 1991 - 1995
KPMG Peat Marwick 1976 - 1991
Skills
Due Diligence, SEC filings, Financial Analysis, Financial Reporting, Accounting, Mergers, CPA, Internal Controls, Private Equity, Financial Modeling, Financial Accounting, Auditing, GAAP, Tax, Sarbanes-Oxley Act, Corporate Finance, US GAAP, Cash Flow, Restructuring, Strategic Planning, Big 4, Cash Management, Financial Statements
Education
Southern Methodist University 1992 — 1995
MLA, Liberal Arts and Sciences/Liberal Studies
Hendrix College 1972 — 1976
Bachelor of Arts (B.A.), Economics and Business
Capital Analytics, subsidiary of Neuberger Berman January 2006 - Present
PricewaterhouseCoopers February 1997 - November 2005
Western Fidelity 1991 - 1995
KPMG Peat Marwick 1976 - 1991
Skills
Due Diligence, SEC filings, Financial Analysis, Financial Reporting, Accounting, Mergers, CPA, Internal Controls, Private Equity, Financial Modeling, Financial Accounting, Auditing, GAAP, Tax, Sarbanes-Oxley Act, Corporate Finance, US GAAP, Cash Flow, Restructuring, Strategic Planning, Big 4, Cash Management, Financial Statements
Education
Southern Methodist University 1992 — 1995
MLA, Liberal Arts and Sciences/Liberal Studies
Hendrix College 1972 — 1976
Bachelor of Arts (B.A.), Economics and Business
Ann V Kleinsorg's KPMG Peat Marwick Experience May 1986 - June 1994
Job President, AVK Consulting, Inc.
Industry Management Consulting
Experience
AVK Consulting, Inc. August 1994 - Present
KPMG Peat Marwick May 1986 - June 1994
Skills
Aviation, Project Planning, Airports, Strategic Planning, Airport Management, Budgets, Operations Management, Contract Management, Program Management, Contract Negotiation, Project Management
Education
Golden Gate University 1981 — 1983
AVK Consulting, Inc. August 1994 - Present
KPMG Peat Marwick May 1986 - June 1994
Skills
Aviation, Project Planning, Airports, Strategic Planning, Airport Management, Budgets, Operations Management, Contract Management, Program Management, Contract Negotiation, Project Management
Education
Golden Gate University 1981 — 1983
Carrol Cowan's KPMG Peat Marwick Experience 1985 - 1988
Job Pension Administrator at B'nai B'rith
Industry Human Resources
Experience
B'nai B'rith 1988 - 2012
KPMG Peat Marwick 1985 - 1988
Education
Hawaii Pacific University 1982 — 1986
Bachelor of Science (BS), Accounting and Business/Management
B'nai B'rith 1988 - 2012
KPMG Peat Marwick 1985 - 1988
Education
Hawaii Pacific University 1982 — 1986
Bachelor of Science (BS), Accounting and Business/Management
Matt Novak, CFA's KPMG Peat Marwick Experience 1981 - 1982
Job President at MTN CONSULTING
Industry Financial Services
Experience
MTN CONSULTING January 2009 - Present
RJL WEALTH MANAGEMENT January 2009 - January 2010
SB PORTFOLIO MANAGEMENT CORP, SB FINANCIAL SERVICES CORP June 1998 - January 2009
ADVANTA CORPORATION April 1994 - June 1998
Advanta 1994 - 1998
PROGRESS FEDERAL SAVINGS BANK October 1992 - April 1994
BANKERS TRUST (DELAWARE) September 1989 - October 1992
STATE BANK OF LONG ISLAND May 1982 - September 1989
KPMG PEAT MARWICK 1981 - 1982
Education
Hofstra University 1982 — 1985
MBA, Finance
Villanova University 1977 — 1981
BS, Accountancy
MTN CONSULTING January 2009 - Present
RJL WEALTH MANAGEMENT January 2009 - January 2010
SB PORTFOLIO MANAGEMENT CORP, SB FINANCIAL SERVICES CORP June 1998 - January 2009
ADVANTA CORPORATION April 1994 - June 1998
Advanta 1994 - 1998
PROGRESS FEDERAL SAVINGS BANK October 1992 - April 1994
BANKERS TRUST (DELAWARE) September 1989 - October 1992
STATE BANK OF LONG ISLAND May 1982 - September 1989
KPMG PEAT MARWICK 1981 - 1982
Education
Hofstra University 1982 — 1985
MBA, Finance
Villanova University 1977 — 1981
BS, Accountancy
Curt Kleckler's KPMG Peat Marwick Experience July 1979 - September 1990
Job at Benning Group, LLC
Industry Accounting
Experience
Benning Group, LLC July 2010 - Present
Sikich July 2008 - June 2010
Millikin Benning Kleckler and Kobischka, LLC October 1990 - June 2008
KPMG Peat Marwick July 1979 - September 1990
Skills
Tax, Quickbooks, Employee Benefits, Auditing, Financial Reporting, Small Business, Non-profits, Manufacturing, Accounting, Government, Banking, QuickBooks
Education
Illinois College 1975 — 1979
BS, Accounting - Business Admin
Mt Morris High School
Benning Group, LLC July 2010 - Present
Sikich July 2008 - June 2010
Millikin Benning Kleckler and Kobischka, LLC October 1990 - June 2008
KPMG Peat Marwick July 1979 - September 1990
Skills
Tax, Quickbooks, Employee Benefits, Auditing, Financial Reporting, Small Business, Non-profits, Manufacturing, Accounting, Government, Banking, QuickBooks
Education
Illinois College 1975 — 1979
BS, Accounting - Business Admin
Mt Morris High School
Alana Shiraishi's KPMG Peat Marwick Experience January 1998 - June 1998
Job Actuarial Assistant at Old Mutual Financial Network
Industry Insurance
Experience
Old Mutual Financial Network June 2008 - September 2009
Wausau Insurance July 2005 - August 2007
Liberty Mutual May 2002 - July 2005
Ross Valley Insurance Agency June 1996 - December 1998
KPMG Peat Marwick January 1998 - June 1998
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
M.A.S., Actuarial Science
University of California, Davis 1998 — 2002
B.A., Economics, Sociology
Old Mutual Financial Network June 2008 - September 2009
Wausau Insurance July 2005 - August 2007
Liberty Mutual May 2002 - July 2005
Ross Valley Insurance Agency June 1996 - December 1998
KPMG Peat Marwick January 1998 - June 1998
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
M.A.S., Actuarial Science
University of California, Davis 1998 — 2002
B.A., Economics, Sociology
Pauline Parrish's KPMG Peat Marwick Experience 1986 - 1990
Job Chief Financial Officer/Vice President of Finance
Industry Nonprofit Organization Management
Experience
Planned Parenthood of Southwest and Central Florida September 2008 - Present
ALSO 2010 - 2012
Sarasota Family YMCA, Inc January 2002 - September 2008
Comdial Corporation October 2000 - January 2002
Surgical Safety 2000 - 2000
Kerkering Barberio 1993 - 2000
Leadership Sarasota 1998 - 1999
Beall's Department Stores July 1990 - April 1993
KPMG Peat Marwick 1986 - 1990
Skills
Forecasting, Budgeting, Audit, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, Non-profits, CPA, SEC filings, Accounting, Budgets, Auditing, Nonprofits, Management, GAAP, Cash Flow, Accounts Receivable, General Ledger, Finance, Financial Statements, Strategic Financial..., Strategic Planning, Due Diligence, Sarbanes-Oxley Act, Cash Management, Cost Accounting, Payroll, Tax
Education
Hofstra University 1982 — 1986
BBA, Accounting
Planned Parenthood of Southwest and Central Florida September 2008 - Present
ALSO 2010 - 2012
Sarasota Family YMCA, Inc January 2002 - September 2008
Comdial Corporation October 2000 - January 2002
Surgical Safety 2000 - 2000
Kerkering Barberio 1993 - 2000
Leadership Sarasota 1998 - 1999
Beall's Department Stores July 1990 - April 1993
KPMG Peat Marwick 1986 - 1990
Skills
Forecasting, Budgeting, Audit, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, Non-profits, CPA, SEC filings, Accounting, Budgets, Auditing, Nonprofits, Management, GAAP, Cash Flow, Accounts Receivable, General Ledger, Finance, Financial Statements, Strategic Financial..., Strategic Planning, Due Diligence, Sarbanes-Oxley Act, Cash Management, Cost Accounting, Payroll, Tax
Education
Hofstra University 1982 — 1986
BBA, Accounting
Carolyn Deluca's KPMG Peat Marwick Experience 1996 - 1999
Job Finance Manager at Sonoma Partners
Industry Financial Services
Experience
Sonoma Partners July 2008 - Present
Unilever HPC 1999 - 2004
KPMG Peat Marwick 1996 - 1999
Education
Indiana University Bloomington 1992 — 1996
BS - Accounting
Sonoma Partners July 2008 - Present
Unilever HPC 1999 - 2004
KPMG Peat Marwick 1996 - 1999
Education
Indiana University Bloomington 1992 — 1996
BS - Accounting
Melissa (Davis) Lorson's KPMG Peat Marwick Experience June 1991 - January 1995
Job Controller at Helmer Inc.
Industry Medical Devices
Experience
Helmer December 2011 - Present
ChaCha May 2011 - December 2011
ChaCha September 2008 - May 2011
Harlan November 2007 - September 2008
TTE Technology 2004 - 2007
Thomson Consumer Electronics January 1995 - July 2004
Thomson Multimedia 1995 - 2004
KPMG Peat Marwick June 1991 - January 1995
Skills
Financial Analysis, Accounting, Financial Modeling, Variance Analysis, Budgets, Auditing, Process Improvement, Strategic Financial..., Financial Accounting, Sarbanes-Oxley Act, Project Planning, Strategic Planning, Finance, Cost Accounting, Managerial Finance, Forecasting, Cross-functional Team..., Analysis, Internal Controls, Management, Business Analysis, Financial Planning, Consolidation, Hyperion Enterprise
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Accounting
Indiana University Bloomington 1987 — 1991
BS, Accounting
Helmer December 2011 - Present
ChaCha May 2011 - December 2011
ChaCha September 2008 - May 2011
Harlan November 2007 - September 2008
TTE Technology 2004 - 2007
Thomson Consumer Electronics January 1995 - July 2004
Thomson Multimedia 1995 - 2004
KPMG Peat Marwick June 1991 - January 1995
Skills
Financial Analysis, Accounting, Financial Modeling, Variance Analysis, Budgets, Auditing, Process Improvement, Strategic Financial..., Financial Accounting, Sarbanes-Oxley Act, Project Planning, Strategic Planning, Finance, Cost Accounting, Managerial Finance, Forecasting, Cross-functional Team..., Analysis, Internal Controls, Management, Business Analysis, Financial Planning, Consolidation, Hyperion Enterprise
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Accounting
Indiana University Bloomington 1987 — 1991
BS, Accounting
Walt Luke's KPMG Peat Marwick Experience June 1985 - September 1990
Job Principal at L.H. & Associates, LLC
Industry Health, Wellness and Fitness
Experience
L.H. & Associates, LLC September 1990 - Present
KPMG Peat Marwick June 1985 - September 1990
Blue Cross of California May 1974 - May 1984
Skills
Managerial Finance, Healthcare, HIPAA, Networking, Managed Care, Healthcare Management, Healthcare Consulting, Practice Management, Hospitals, Healthcare Information..., Revenue Cycle, Management, Healthcare Industry, Medicare, Financial Modeling, Physicians, Process Improvement, Strategic Planning, Physician Relations, Health Policy, Medicaid, Health Insurance, Health Information..., EHR
Education
Golden Gate University, Edward S. Ageno School of Business 1967 — 1970
Masters of Business Administration, Accounting and Finance/Business Management
University of Hawaii at Manoa 1962 — 1967
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
L.H. & Associates, LLC September 1990 - Present
KPMG Peat Marwick June 1985 - September 1990
Blue Cross of California May 1974 - May 1984
Skills
Managerial Finance, Healthcare, HIPAA, Networking, Managed Care, Healthcare Management, Healthcare Consulting, Practice Management, Hospitals, Healthcare Information..., Revenue Cycle, Management, Healthcare Industry, Medicare, Financial Modeling, Physicians, Process Improvement, Strategic Planning, Physician Relations, Health Policy, Medicaid, Health Insurance, Health Information..., EHR
Education
Golden Gate University, Edward S. Ageno School of Business 1967 — 1970
Masters of Business Administration, Accounting and Finance/Business Management
University of Hawaii at Manoa 1962 — 1967
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Anthony Gulotta, CPA's KPMG Peat Marwick Experience 1981 - 1985
Job CFO Skidata, Inc.
Industry Machinery
Experience
Skidata, Inc November 2003 - Present
USA Field Hockey February 2011 - December 2014
Skidata People Access, Inc. March 2011 - August 2011
Professional Career Institute, Inc. 2000 - 2003
Paradigm Packaging 1997 - 2000
Holopak Technologies Inc 1994 - 1997
Amper Politziner & Mattia 1987 - 1992
KPMG Peat Marwick 1981 - 1985
Skills
Mergers, Business Strategy, Change Management, Team Building, Product Management, Business Development, New Business Development, Management, Mergers & Acquisitions, Strategy, Marketing Strategy, Forecasting, Contract Negotiation, Process Improvement, Team Leadership, Financial Analysis, Negotiation, Strategic Partnerships, Project Management, Product Development, Analysis, Account Management, Sales, Budgets, Finance, Business Analysis
Education
Hofstra University 1977 — 1981
BBA, Public Accounting
Great Neck North John L Miller Senior High 1973 — 1977
Skidata, Inc November 2003 - Present
USA Field Hockey February 2011 - December 2014
Skidata People Access, Inc. March 2011 - August 2011
Professional Career Institute, Inc. 2000 - 2003
Paradigm Packaging 1997 - 2000
Holopak Technologies Inc 1994 - 1997
Amper Politziner & Mattia 1987 - 1992
KPMG Peat Marwick 1981 - 1985
Skills
Mergers, Business Strategy, Change Management, Team Building, Product Management, Business Development, New Business Development, Management, Mergers & Acquisitions, Strategy, Marketing Strategy, Forecasting, Contract Negotiation, Process Improvement, Team Leadership, Financial Analysis, Negotiation, Strategic Partnerships, Project Management, Product Development, Analysis, Account Management, Sales, Budgets, Finance, Business Analysis
Education
Hofstra University 1977 — 1981
BBA, Public Accounting
Great Neck North John L Miller Senior High 1973 — 1977
Trevor Quentin's KPMG Peat Marwick Experience December 1987 - February 1991
Job Special Projects Manager at Aegis Chemical Solutions
Industry Chemicals
Experience
Aegis Chemical Solutions July 2013 - Present
Nalco Champion April 2013 - July 2013
Champion Technologies April 1992 - April 2013
Holland & Davis February 1991 - April 1992
KPMG Peat Marwick December 1987 - February 1991
American General December 1986 - February 1987
Global Marine Drilling Company June 1980 - June 1986
Skills
Chemistry, Chemical Engineering, Process Engineering, Polymers, Water Treatment, Analytical Chemistry, Coatings, Chemical
Education
Georgia Institute of Technology 1976 — 1980
BISyE, Industrial and Systems Engineering
Aegis Chemical Solutions July 2013 - Present
Nalco Champion April 2013 - July 2013
Champion Technologies April 1992 - April 2013
Holland & Davis February 1991 - April 1992
KPMG Peat Marwick December 1987 - February 1991
American General December 1986 - February 1987
Global Marine Drilling Company June 1980 - June 1986
Skills
Chemistry, Chemical Engineering, Process Engineering, Polymers, Water Treatment, Analytical Chemistry, Coatings, Chemical
Education
Georgia Institute of Technology 1976 — 1980
BISyE, Industrial and Systems Engineering
Jeff Browning's KPMG Peat Marwick Experience January 2000 - January 2001
Job Fortune 500 Audit, Risk and Compliance Executive
Industry Executive Office
Experience
Fiserv 2012 - Present
Duke Energy 2005 - 2012
Genworth Financial (GE) 2004 - 2005
Duke Energy Corporation January 2001 - August 2004
KPMG Peat Marwick January 2000 - January 2001
Transamerica September 1994 - December 1999
KPMG Peat Marwick June 1991 - September 1994
Skills
Audit, Ethics, Mergers, Corporate Governance, Enterprise Risk..., Auditing, Internal Controls, IT Audit, Sarbanes-Oxley Act, SEC filings, Internal Audit, Mergers & Acquisitions, Change Management, Sarbanes-Oxley, Management, Risk Management, Financial Services, Financial Analysis, Financial Reporting, Leadership, Due Diligence, Executive Management, Business Process..., Financial Risk, Managerial Finance, Finance, Governance, Compliance, Accounting, Financial Audits, Risk Assessment, Acquisition Integration, Operational Risk..., Process Improvement, Corporate Finance, GAAP, Financial Modeling, Restructuring, Fraud, SEC Filings
Education
Harvard Business School 2008 — 2008
AMP, Advanced Management Program
University of Notre Dame - Mendoza College of Business 1990 — 1991
MBA, Finance
Indiana University - Kelley School of Business
BS, Accounting
Fiserv 2012 - Present
Duke Energy 2005 - 2012
Genworth Financial (GE) 2004 - 2005
Duke Energy Corporation January 2001 - August 2004
KPMG Peat Marwick January 2000 - January 2001
Transamerica September 1994 - December 1999
KPMG Peat Marwick June 1991 - September 1994
Skills
Audit, Ethics, Mergers, Corporate Governance, Enterprise Risk..., Auditing, Internal Controls, IT Audit, Sarbanes-Oxley Act, SEC filings, Internal Audit, Mergers & Acquisitions, Change Management, Sarbanes-Oxley, Management, Risk Management, Financial Services, Financial Analysis, Financial Reporting, Leadership, Due Diligence, Executive Management, Business Process..., Financial Risk, Managerial Finance, Finance, Governance, Compliance, Accounting, Financial Audits, Risk Assessment, Acquisition Integration, Operational Risk..., Process Improvement, Corporate Finance, GAAP, Financial Modeling, Restructuring, Fraud, SEC Filings
Education
Harvard Business School 2008 — 2008
AMP, Advanced Management Program
University of Notre Dame - Mendoza College of Business 1990 — 1991
MBA, Finance
Indiana University - Kelley School of Business
BS, Accounting
Christopher Michini's KPMG Peat Marwick Experience January 1988 - January 1991
Job Vice President; Sr. Project Manager Financial Solutions at Bank of America
Industry Financial Services
Experience
Bank of America May 2011 - Present
Wells Fargo Bank June 2010 - May 2011
Franklin Templeton Investments August 2009 - June 2010
GATX Corporation, Specialty Finance September 2001 - February 2009
Financial Operations Consulting October 1993 - September 2001
Aetna Life & Casualty January 1991 - January 1993
KPMG Peat Marwick January 1988 - January 1991
Skills
Sarbanes-Oxley Act, Business Process, Forecasting, Financial Reporting, Financial Modeling, Accounting, Finance, Analysis, Due Diligence, Internal Controls, Management, Process Improvement, Auditing, SEC filings, Portfolio Management, Banking, Leadership, Financial Analysis, Financial Services, Project Management, SAP, ERP, Corporate Finance, Budgets, Financial Accounting, Enterprise Software, Financial Statements, Business Analysis
Education
Hartwick College 1984 — 1987
BA, Management, Accounting
Bank of America May 2011 - Present
Wells Fargo Bank June 2010 - May 2011
Franklin Templeton Investments August 2009 - June 2010
GATX Corporation, Specialty Finance September 2001 - February 2009
Financial Operations Consulting October 1993 - September 2001
Aetna Life & Casualty January 1991 - January 1993
KPMG Peat Marwick January 1988 - January 1991
Skills
Sarbanes-Oxley Act, Business Process, Forecasting, Financial Reporting, Financial Modeling, Accounting, Finance, Analysis, Due Diligence, Internal Controls, Management, Process Improvement, Auditing, SEC filings, Portfolio Management, Banking, Leadership, Financial Analysis, Financial Services, Project Management, SAP, ERP, Corporate Finance, Budgets, Financial Accounting, Enterprise Software, Financial Statements, Business Analysis
Education
Hartwick College 1984 — 1987
BA, Management, Accounting
Andy Kachianos's KPMG Peat Marwick Experience September 1992 - September 1997
Job Tax Director at ISO
Industry Insurance
Experience
ISO February 2009 - Present
Linens N Things March 2008 - February 2009
Coty January 2001 - March 2008
Young & Rubicam September 1997 - January 2001
KPMG Peat Marwick September 1992 - September 1997
Skills
Mergers & Acquisitions, Financial Reporting, Tax, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Tax Accounting, Finance, SEC filings, Financial Analysis, Tax Research
Education
Hofstra University 1993 — 1998
MBA, Accounting & Tax
Stony Brook University 1987 — 1991
BA, Economics/Business
ISO February 2009 - Present
Linens N Things March 2008 - February 2009
Coty January 2001 - March 2008
Young & Rubicam September 1997 - January 2001
KPMG Peat Marwick September 1992 - September 1997
Skills
Mergers & Acquisitions, Financial Reporting, Tax, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Tax Accounting, Finance, SEC filings, Financial Analysis, Tax Research
Education
Hofstra University 1993 — 1998
MBA, Accounting & Tax
Stony Brook University 1987 — 1991
BA, Economics/Business
Mari-Pat Beene's KPMG Peat Marwick Experience 1987 - 1993
Job Graphic Design Professional
Industry Graphic Design
Experience
KPMG Peat Marwick 1987 - 1993
KPMG Peat Marwick 1988 - 1992
Skills
Graphic Design, Graphics, Logo Design, Fundraising
Education
Indiana University of Pennsylvania 1982 — 1986
Art
KPMG Peat Marwick 1987 - 1993
KPMG Peat Marwick 1988 - 1992
Skills
Graphic Design, Graphics, Logo Design, Fundraising
Education
Indiana University of Pennsylvania 1982 — 1986
Art
Frank Peter Kimler's KPMG Peat Marwick Experience 1998 - 2000
Job Manager at Nugent & Haeussler, PC, Chairman, Hudson Valley Honor Flight, Inc..
Industry Accounting
Experience
Nugent & Haeussler, P.C. January 2013 - Present
Hudson Valley Honor Flight, Inc. January 2014 - Present
Frazier & Deeter, LLC 2000 - 2012
KPMG Peat Marwick 1998 - 2000
Nugent & Haeussler, P.C. 1997 - 1998
Skills
Tax, Income Tax, Accounting, Tax Advisory, Partnership Taxation, Finance, US GAAP, GAAP, Financial Reporting, Corporate Tax, Assurance, Investments, SEC filings, State Tax, Nonprofits, Tax Returns, Property Tax, CPA, Tax Preparation, Internal Controls, Auditing
Education
Georgia State University - J. Mack Robinson College of Business
MTX, Master of Taxation
Siena College 1993 — 1997
BBA, Accounting
Nugent & Haeussler, P.C. January 2013 - Present
Hudson Valley Honor Flight, Inc. January 2014 - Present
Frazier & Deeter, LLC 2000 - 2012
KPMG Peat Marwick 1998 - 2000
Nugent & Haeussler, P.C. 1997 - 1998
Skills
Tax, Income Tax, Accounting, Tax Advisory, Partnership Taxation, Finance, US GAAP, GAAP, Financial Reporting, Corporate Tax, Assurance, Investments, SEC filings, State Tax, Nonprofits, Tax Returns, Property Tax, CPA, Tax Preparation, Internal Controls, Auditing
Education
Georgia State University - J. Mack Robinson College of Business
MTX, Master of Taxation
Siena College 1993 — 1997
BBA, Accounting
Jeffrey Kastil, PMP's KPMG Peat Marwick Experience 1995 - 1997
Job Senior Program Manager
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
Anthony DelBusso's KPMG Peat Marwick Experience September 1994 - October 1997
Job PMP, ITIL Certified Vice President The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon September 2000 - Present
Gemini Systems 1999 - 2000
Arnhold and S. Bleichroeder 1997 - 1999
KPMG Peat Marwick September 1994 - October 1997
Instinet Corporation December 1988 - September 1994
Skills
Vendor Management, Financial Services, IT Strategy, Relationship Management, Leadership, Risk Management, Trading Systems, Business Analysis, Fixed Income, Project Delivery
Education
Iona College 1989 — 1991
MBA, Management Information Systems
Iona College 1983 — 1987
BBA, Management Information Systems / Marketing
John Adams High School
The Bank of New York Mellon September 2000 - Present
Gemini Systems 1999 - 2000
Arnhold and S. Bleichroeder 1997 - 1999
KPMG Peat Marwick September 1994 - October 1997
Instinet Corporation December 1988 - September 1994
Skills
Vendor Management, Financial Services, IT Strategy, Relationship Management, Leadership, Risk Management, Trading Systems, Business Analysis, Fixed Income, Project Delivery
Education
Iona College 1989 — 1991
MBA, Management Information Systems
Iona College 1983 — 1987
BBA, Management Information Systems / Marketing
John Adams High School
Karen Bridges's KPMG Peat Marwick Experience December 1989 - April 1993
Job Clinical Dietitian, Boca Raton Regional Hospital
Industry Hospital & Health Care
Experience
Boca Raton Regional Hospital September 2014 - Present
Mizner Grande Realty, Inc. January 2011 - Present
The Investment Real Estate Group May 2003 - December 2010
Codina Realty Services, Inc May 2000 - May 2003
Rauch, Weaver May 1997 - May 2000
KBS, Inc. LLC dba Zurvahn, LLC September 1994 - November 1996
The 3DO Company May 1993 - May 1994
KPMG Peat Marwick December 1989 - April 1993
Vail Associates, Colorado November 1985 - March 1988
Skills
Accounting Applications, Microsoft Excel, Accounting, Auditing, Budgets, Financial Statements, Management, Marketing, Microsoft Word, Real Estate, Sales, Training
Education
Keiser University-Ft Lauderdale 2011 — 2014
Bachelor's Degree, Dietetics and Nutrition
University of Denver 1984 — 1985
BSBA, Hotel and Restaurant Management
University of California, Santa Barbara 1980 — 1983
Economics
Golden Gate University
Boca Raton Regional Hospital September 2014 - Present
Mizner Grande Realty, Inc. January 2011 - Present
The Investment Real Estate Group May 2003 - December 2010
Codina Realty Services, Inc May 2000 - May 2003
Rauch, Weaver May 1997 - May 2000
KBS, Inc. LLC dba Zurvahn, LLC September 1994 - November 1996
The 3DO Company May 1993 - May 1994
KPMG Peat Marwick December 1989 - April 1993
Vail Associates, Colorado November 1985 - March 1988
Skills
Accounting Applications, Microsoft Excel, Accounting, Auditing, Budgets, Financial Statements, Management, Marketing, Microsoft Word, Real Estate, Sales, Training
Education
Keiser University-Ft Lauderdale 2011 — 2014
Bachelor's Degree, Dietetics and Nutrition
University of Denver 1984 — 1985
BSBA, Hotel and Restaurant Management
University of California, Santa Barbara 1980 — 1983
Economics
Golden Gate University
Artie Ramos's KPMG Peat Marwick Experience September 1987 - March 1990
Job Vice President, Finance and Accounting Group at Top Prospect Group
Industry Staffing and Recruiting
Experience
Top Prospect Group September 2014 - Present
Robert Half Management Resources March 2014 - August 2014
Robert Half Management Resources September 2012 - March 2014
Robert Half International March 2009 - September 2012
Robert Half International November 2008 - March 2009
Robert Half International November 2007 - November 2008
Robert Half International March 1994 - November 2007
Side Street Catering and Night Club March 1990 - March 1994
KPMG Peat Marwick September 1987 - March 1990
Skills
Management, Staffing Services, Permanent Placement, Contract Recruitment, Applicant Tracking..., Temporary Placement, Internet Recruiting, Technical Recruiting, Talent Acquisition, Benefits Negotiation, Talent Management, Sourcing, Screening Resumes, Interviews, PeopleSoft, Taleo, Corporate Recruiting, Human Resources, Employee Benefits, Employee Relations, Screening, Industrial Sector, Hiring, Payroll, Recruitment Advertising, Staff Augmentation, Cold Calling
Education
Iona College 1985 — 1987
BBA, Accounting
Valhalla High School 1978 — 1981
High School
Top Prospect Group September 2014 - Present
Robert Half Management Resources March 2014 - August 2014
Robert Half Management Resources September 2012 - March 2014
Robert Half International March 2009 - September 2012
Robert Half International November 2008 - March 2009
Robert Half International November 2007 - November 2008
Robert Half International March 1994 - November 2007
Side Street Catering and Night Club March 1990 - March 1994
KPMG Peat Marwick September 1987 - March 1990
Skills
Management, Staffing Services, Permanent Placement, Contract Recruitment, Applicant Tracking..., Temporary Placement, Internet Recruiting, Technical Recruiting, Talent Acquisition, Benefits Negotiation, Talent Management, Sourcing, Screening Resumes, Interviews, PeopleSoft, Taleo, Corporate Recruiting, Human Resources, Employee Benefits, Employee Relations, Screening, Industrial Sector, Hiring, Payroll, Recruitment Advertising, Staff Augmentation, Cold Calling
Education
Iona College 1985 — 1987
BBA, Accounting
Valhalla High School 1978 — 1981
High School
Gigi Cruikshank's KPMG Peat Marwick Experience July 1989 - June 1992
Job CFO/Owner at Capes Properties, Inc.
Industry Real Estate
Experience
Capes Properties, Inc. June 2004 - Present
Orkin Family Office October 2001 - June 2004
Faucett, Taylor & Associates, LLP July 1999 - September 2001
PaineWebber, Inc June 1992 - March 1996
KPMG Peat Marwick July 1989 - June 1992
Skills
Finance, Accounting, Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Real Estate, Tax, Small Business, Strategic Planning, Contract Negotiation, Coaching, Residential Homes, Event Planning, Marketing, Public Speaking, Real Estate Transactions, Investment Properties, Budgets, Microsoft Word, Team Building
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1989
Master of Taxation, Taxation
The University of Georgia 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Capes Properties, Inc. June 2004 - Present
Orkin Family Office October 2001 - June 2004
Faucett, Taylor & Associates, LLP July 1999 - September 2001
PaineWebber, Inc June 1992 - March 1996
KPMG Peat Marwick July 1989 - June 1992
Skills
Finance, Accounting, Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Real Estate, Tax, Small Business, Strategic Planning, Contract Negotiation, Coaching, Residential Homes, Event Planning, Marketing, Public Speaking, Real Estate Transactions, Investment Properties, Budgets, Microsoft Word, Team Building
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1989
Master of Taxation, Taxation
The University of Georgia 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Cindy Bradbury Miranda's KPMG Peat Marwick Experience September 1990 - June 1993
Job Sales Manager at Renewal by Andersen
Industry Building Materials
Experience
Andersen Corporation August 2005 - Present
Credit Suisse First Boston June 1998 - April 2001
Heidrick & Struggles September 1995 - June 1998
KPMG Peat Marwick September 1990 - June 1993
Education
University of Michigan 1993 — 1995
MBA, MBA
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Indiana University Bloomington 1986 — 1990
BS, Accounting
Andersen Corporation August 2005 - Present
Credit Suisse First Boston June 1998 - April 2001
Heidrick & Struggles September 1995 - June 1998
KPMG Peat Marwick September 1990 - June 1993
Education
University of Michigan 1993 — 1995
MBA, MBA
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Indiana University Bloomington 1986 — 1990
BS, Accounting
Bradley Roth's KPMG Peat Marwick Experience 1991 - 1994
Job Chief Financial Officer at Archbold Equipment Co.
Industry Machinery
Experience
Archbold Equipment Co. 2011 - Present
Sauder Manufacturing Co. 1994 - 2011
KPMG Peat Marwick 1991 - 1994
Skills
Process Improvement, Manufacturing, Business Strategy, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Cost Accounting, Microsoft Excel, Cash Management
Education
Goshen College 1987 — 1991
B.A., Accounting
The Defiance College
MBOL
Archbold Equipment Co. 2011 - Present
Sauder Manufacturing Co. 1994 - 2011
KPMG Peat Marwick 1991 - 1994
Skills
Process Improvement, Manufacturing, Business Strategy, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Cost Accounting, Microsoft Excel, Cash Management
Education
Goshen College 1987 — 1991
B.A., Accounting
The Defiance College
MBOL
Rina M. Byrne's KPMG Peat Marwick Experience January 1987 - May 1989
Job Consulting CPA at City of West Linn
Industry Accounting
Experience
City of West Linn September 2014 - Present
City of Milwaukie, Oregon April 2013 - August 2013
City Of Milwaukie February 2011 - April 2013
Talbot, Korvola& Warwick, LLP December 2004 - February 2011
Levy & Co, CPA 1989 - 1991
KPMG Peat Marwick January 1987 - May 1989
Skills
Auditing, Tax, Balance, General Ledger, Municipal Management, CPA, GAAP, Financial Accounting, Accounting, Assurance, Internal Controls, Financial Reporting, Management, Government Accounting, US GAAP
Education
Glasgow Caledonian University 1980 — 1982
Accounting, Accountancy
City of West Linn September 2014 - Present
City of Milwaukie, Oregon April 2013 - August 2013
City Of Milwaukie February 2011 - April 2013
Talbot, Korvola& Warwick, LLP December 2004 - February 2011
Levy & Co, CPA 1989 - 1991
KPMG Peat Marwick January 1987 - May 1989
Skills
Auditing, Tax, Balance, General Ledger, Municipal Management, CPA, GAAP, Financial Accounting, Accounting, Assurance, Internal Controls, Financial Reporting, Management, Government Accounting, US GAAP
Education
Glasgow Caledonian University 1980 — 1982
Accounting, Accountancy
Michael S. Rose's KPMG Peat Marwick Experience November 1999 - September 2004
Job Financial Consultant at RnR Enterprises
Industry Accounting
Experience
RnR Enterprises December 2012 - Present
Reznick Group, P.C. July 2008 - December 2012
RSM McGladrey August 2005 - April 2008
KPMG Peat Marwick November 1999 - September 2004
Skills
Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, GAAP, Financial Analysis, Financial Accounting, Financial Reporting, Risk Management, Business Process..., Process Improvement, Management Consulting, Risk Assessment, Due Diligence, Financial Risk, Sarbanes-Oxley, Financial Modeling, Forecasting, SEC filings, Tax, Enterprise Risk..., Finance, Business Process, Financial Statements
Education
Hampton University 1990 — 1992
Bachelor of Science (BS), Accounting
The Ohio State University 1987 — 1989
RnR Enterprises December 2012 - Present
Reznick Group, P.C. July 2008 - December 2012
RSM McGladrey August 2005 - April 2008
KPMG Peat Marwick November 1999 - September 2004
Skills
Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, GAAP, Financial Analysis, Financial Accounting, Financial Reporting, Risk Management, Business Process..., Process Improvement, Management Consulting, Risk Assessment, Due Diligence, Financial Risk, Sarbanes-Oxley, Financial Modeling, Forecasting, SEC filings, Tax, Enterprise Risk..., Finance, Business Process, Financial Statements
Education
Hampton University 1990 — 1992
Bachelor of Science (BS), Accounting
The Ohio State University 1987 — 1989
Catherine Hodges's KPMG Peat Marwick Experience July 1988 - June 1994
Job Director, Tax Accounting and Reporting at GoDaddy
Industry Internet
Experience
GoDaddy June 2014 - Present
Hyatt Hotels Corporation June 2010 - June 2014
Tellabs November 2004 - July 2010
Advanced Fibre Communications April 2002 - November 2004
Advanced Telcom Group, Inc. November 2000 - March 2002
Autodesk, Inc. September 1996 - November 2000
Bank of America June 1994 - September 1996
KPMG Peat Marwick July 1988 - June 1994
Skills
Tax Accounting, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Auditing, Tax, Revenue Recognition, Internal Controls, SEC filings
Education
University of Illinois at Urbana-Champaign 2006 — 2007
MST, Tax
Golden Gate University 1985 — 1988
BS, Accounting
Berkeley High School 1973 — 1976
GoDaddy June 2014 - Present
Hyatt Hotels Corporation June 2010 - June 2014
Tellabs November 2004 - July 2010
Advanced Fibre Communications April 2002 - November 2004
Advanced Telcom Group, Inc. November 2000 - March 2002
Autodesk, Inc. September 1996 - November 2000
Bank of America June 1994 - September 1996
KPMG Peat Marwick July 1988 - June 1994
Skills
Tax Accounting, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Auditing, Tax, Revenue Recognition, Internal Controls, SEC filings
Education
University of Illinois at Urbana-Champaign 2006 — 2007
MST, Tax
Golden Gate University 1985 — 1988
BS, Accounting
Berkeley High School 1973 — 1976
Linda DeBarthe's KPMG Peat Marwick Experience June 1987 - July 1989
Job Professor of Accounting and Business Administration at Graceland University
Industry Higher Education
Experience
Graceland University January 1990 - Present
Community of Christ 1971 - Present
KPMG Peat Marwick June 1987 - July 1989
Skills
Tax Accounting, Accounting, Teaching, Higher Education, Financial Accounting, Microsoft Word, Public Speaking, Program Development, PowerPoint, Tax, Microsoft Excel, Budgets, Career Counseling, CPA, Nonprofits, Research, Microsoft Office, Leadership, Access, Leadership Development, Fundraising, Teamwork, Staff Development, Customer Service, Volunteer Management, Event Planning, Community Outreach
Education
Graceland University 1990 — 2010
Bachelor of Arts (B.A.), Accounting and Business
University of Iowa 1994 — 1997
Ph.D, Higher Education Administration
The University of Texas at Austin - Red McCombs School of Business 1986 — 1988
MPA, Accounting
Graceland University 1982 — 1986
BA, Business, Accounting
Graceland University January 1990 - Present
Community of Christ 1971 - Present
KPMG Peat Marwick June 1987 - July 1989
Skills
Tax Accounting, Accounting, Teaching, Higher Education, Financial Accounting, Microsoft Word, Public Speaking, Program Development, PowerPoint, Tax, Microsoft Excel, Budgets, Career Counseling, CPA, Nonprofits, Research, Microsoft Office, Leadership, Access, Leadership Development, Fundraising, Teamwork, Staff Development, Customer Service, Volunteer Management, Event Planning, Community Outreach
Education
Graceland University 1990 — 2010
Bachelor of Arts (B.A.), Accounting and Business
University of Iowa 1994 — 1997
Ph.D, Higher Education Administration
The University of Texas at Austin - Red McCombs School of Business 1986 — 1988
MPA, Accounting
Graceland University 1982 — 1986
BA, Business, Accounting
Ed Feldman's KPMG Peat Marwick Experience January 1998 - March 2009
Job Project Manager at OpenLink Financial
Industry Computer Software
Experience
OpenLink Financial 2009 - Present
KPMG Peat Marwick January 1998 - March 2009
Skills
Software Documentation, IT Strategy, Project Management, Change Management, Business Analysis, Hardware, IT Management, Analysis, Project Delivery, Microsoft SQL Server, Troubleshooting, Program Management, SQL, SDLC, Visio
Education
Syracuse University 1982 — 1986
B.S., Finance & Accounting
Hofstra University
BS, Computer Science
OpenLink Financial 2009 - Present
KPMG Peat Marwick January 1998 - March 2009
Skills
Software Documentation, IT Strategy, Project Management, Change Management, Business Analysis, Hardware, IT Management, Analysis, Project Delivery, Microsoft SQL Server, Troubleshooting, Program Management, SQL, SDLC, Visio
Education
Syracuse University 1982 — 1986
B.S., Finance & Accounting
Hofstra University
BS, Computer Science
Kim Grobeck's KPMG Peat Marwick Experience November 1984 - June 1986
Job CPA and Tax Advisor
Industry Accounting
Experience
Kim E. Grobeck, MBA, CPA January 1988 - Present
Morse Wines / Il Gioiello Winery September 2006 - June 2013
KPMG Peat Marwick November 1984 - June 1986
Ernst & Young July 1981 - November 1984
Skills
Tax, Tax Preparation, Financial Analysis, Personal Tax Planning, Business Tax Planning, Tax Advisory, CPA, Wine, Trusts, Small Business, Wine Tasting, Mergers & Acquisitions, Estate Planning, Accounting, Marketing Strategy
Education
Golden Gate University 1981 — 1985
MBA, Taxation
University of California, Berkeley, Haas School of Business 1979 — 1981
MBA, Finance
University of California, San Diego 1972 — 1976
BA, Biology
Kim E. Grobeck, MBA, CPA January 1988 - Present
Morse Wines / Il Gioiello Winery September 2006 - June 2013
KPMG Peat Marwick November 1984 - June 1986
Ernst & Young July 1981 - November 1984
Skills
Tax, Tax Preparation, Financial Analysis, Personal Tax Planning, Business Tax Planning, Tax Advisory, CPA, Wine, Trusts, Small Business, Wine Tasting, Mergers & Acquisitions, Estate Planning, Accounting, Marketing Strategy
Education
Golden Gate University 1981 — 1985
MBA, Taxation
University of California, Berkeley, Haas School of Business 1979 — 1981
MBA, Finance
University of California, San Diego 1972 — 1976
BA, Biology
Derek Price, PMP's KPMG Peat Marwick Experience March 1994 - January 1996
Job Consultant, Workforce Development Program Evaluator at Various NonProfit, Education, Social Services, Small Business
Industry Management Consulting
Experience
Various - Non-Profit, Education, Social Services, Small Business August 2013 - Present
Price Management Professionals LLC dba PMP-LLC March 2009 - Present
DC Department of Employment Services January 2011 - July 2015
USAID April 2010 - October 2010
Federal Deposit Insurance Corporation (FDIC) August 2009 - November 2009
Fannie Mae August 1999 - February 2009
Independent Management Consulting January 1996 - August 1999
KPMG Peat Marwick March 1994 - January 1996
Coopers & Lybrand October 1991 - February 1994
Skills
Risk Management, Business Process..., Management Consulting, Business Process, PMP, Business Analysis, Six Sigma, Sarbanes-Oxley Act, Program Management, Financial Risk, Project Management, SDLC, Vendor Management, Integration, Internal Controls, Business Process..., Management, Accounting, Analysis, Strategic Planning, Software Documentation, Unemployment Insurance, Financial Reporting, Portfolio Management
Education
Howard University 1981 — 1985
Accounting
University of Maryland - Robert H. Smith School of Business
MBA, Business
Various - Non-Profit, Education, Social Services, Small Business August 2013 - Present
Price Management Professionals LLC dba PMP-LLC March 2009 - Present
DC Department of Employment Services January 2011 - July 2015
USAID April 2010 - October 2010
Federal Deposit Insurance Corporation (FDIC) August 2009 - November 2009
Fannie Mae August 1999 - February 2009
Independent Management Consulting January 1996 - August 1999
KPMG Peat Marwick March 1994 - January 1996
Coopers & Lybrand October 1991 - February 1994
Skills
Risk Management, Business Process..., Management Consulting, Business Process, PMP, Business Analysis, Six Sigma, Sarbanes-Oxley Act, Program Management, Financial Risk, Project Management, SDLC, Vendor Management, Integration, Internal Controls, Business Process..., Management, Accounting, Analysis, Strategic Planning, Software Documentation, Unemployment Insurance, Financial Reporting, Portfolio Management
Education
Howard University 1981 — 1985
Accounting
University of Maryland - Robert H. Smith School of Business
MBA, Business
Pamalus Kennedy's KPMG Peat Marwick Experience 1995 - 1998
Job Specialist, Revenue Accounting at The American Institute of Architects
Industry Accounting
Experience
The American Institute of Architects March 2012 - Present
Bipartisan Policy Center March 2011 - September 2011
Editorial Projects in Education January 2006 - February 2009
Editorial Projects in Education 2006 - 2009
HOGAN & HARTSON L.L.P 2001 - 2005
Ernst & Young 2000 - 2001
REZNICK, FEDDER & SILVERMAN 1999 - 2000
Keller Bruner 1998 - 1999
KPMG PEAT MARWICK 1995 - 1998
Skills
Solomon, FRx, ADP Payroll, Microsoft Dynamics SL, Financial Statements, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting, Journal Entries, Auditing, Accounting, GAAP, Internal Controls, QuickBooks
Education
Howard University 1992 — 1995
BS, Accounting
The American Institute of Architects March 2012 - Present
Bipartisan Policy Center March 2011 - September 2011
Editorial Projects in Education January 2006 - February 2009
Editorial Projects in Education 2006 - 2009
HOGAN & HARTSON L.L.P 2001 - 2005
Ernst & Young 2000 - 2001
REZNICK, FEDDER & SILVERMAN 1999 - 2000
Keller Bruner 1998 - 1999
KPMG PEAT MARWICK 1995 - 1998
Skills
Solomon, FRx, ADP Payroll, Microsoft Dynamics SL, Financial Statements, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting, Journal Entries, Auditing, Accounting, GAAP, Internal Controls, QuickBooks
Education
Howard University 1992 — 1995
BS, Accounting
Stephen Surgit's KPMG Peat Marwick Experience 1996 - 1998
Job Partner at Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young LLP Senior Tax ManagerDeloitte2000 - 2003
PwC June 1998 - August 2000
KPMG Peat Marwick 1996 - 1998
Kenneth Leventhal & Company 1994 - 1996
Skills
Tax, International Tax, Due Diligence, Tax Advisory, Partnership Taxation, Tax Research, CPA, Real Estate
Education
Hofstra University 1991 — 1994
BBA, Accounting
Ernst & Young LLP Senior Tax ManagerDeloitte2000 - 2003
PwC June 1998 - August 2000
KPMG Peat Marwick 1996 - 1998
Kenneth Leventhal & Company 1994 - 1996
Skills
Tax, International Tax, Due Diligence, Tax Advisory, Partnership Taxation, Tax Research, CPA, Real Estate
Education
Hofstra University 1991 — 1994
BBA, Accounting
Sandra Hahn's KPMG Peat Marwick Experience October 1988 - December 1989
Job Corporate Head of Tax
Industry Computer Software
Experience
Intuit Inc January 2006 - Present
Polycom June 2001 - January 2006
Terayon Communication Systems, Inc. (acquired by Motorola) May 2000 - June 2001
Solectron Corporation (acquired by Flextronics) February 1991 - May 2000
Finnigan Corporation (acquired by Thermo Instrument Systems, Inc.) February 1990 - January 1991
KPMG Peat Marwick October 1988 - December 1989
Various Local CPA firms June 1983 - October 1988
Skills
Bold Thinker, Creative & Strategic..., Leads high performing..., Creates effective..., Troubleshooter, International tax..., Mergers & Acquisitions, Corporate tax planning, Project Management, Corporate Tax, Sarbanes-Oxley Act, Accounting
Education
University of California, Berkeley 1980 — 1982
Bachelor of Science (B.S.), Business Administration (Accounting / Finance)
Golden Gate University 1983 — 1989
Master's degree, Taxation
Santa Clara University 2000 — 2005
Master of Business Administration (M.B.A.), International Business and Finance
Intuit Inc January 2006 - Present
Polycom June 2001 - January 2006
Terayon Communication Systems, Inc. (acquired by Motorola) May 2000 - June 2001
Solectron Corporation (acquired by Flextronics) February 1991 - May 2000
Finnigan Corporation (acquired by Thermo Instrument Systems, Inc.) February 1990 - January 1991
KPMG Peat Marwick October 1988 - December 1989
Various Local CPA firms June 1983 - October 1988
Skills
Bold Thinker, Creative & Strategic..., Leads high performing..., Creates effective..., Troubleshooter, International tax..., Mergers & Acquisitions, Corporate tax planning, Project Management, Corporate Tax, Sarbanes-Oxley Act, Accounting
Education
University of California, Berkeley 1980 — 1982
Bachelor of Science (B.S.), Business Administration (Accounting / Finance)
Golden Gate University 1983 — 1989
Master's degree, Taxation
Santa Clara University 2000 — 2005
Master of Business Administration (M.B.A.), International Business and Finance
Sharon Zeiler's KPMG Peat Marwick Experience 1993 - 1997
Job Principal/President at ZWorks
Industry Accounting
Experience
Z-Works February 2011 - Present
Pasta Pomodoro, Inc. June 2010 - February 2011
TVWorks (Comcast subsidiary) 2000 - 2009
Quadramed 1999 - 2000
Il Fornaio 1998 - 1999
Hearing Science 1997 - 1998
KPMG Peat Marwick 1993 - 1997
Skills
Strategic Planning, Business Analysis, Financial Reporting, SEC filings, Finance, Accounting, Financial Analysis
Education
Golden Gate University
Graduate Certificate, Finance/Accounting
University of Minnesota-Twin Cities
BS
Z-Works February 2011 - Present
Pasta Pomodoro, Inc. June 2010 - February 2011
TVWorks (Comcast subsidiary) 2000 - 2009
Quadramed 1999 - 2000
Il Fornaio 1998 - 1999
Hearing Science 1997 - 1998
KPMG Peat Marwick 1993 - 1997
Skills
Strategic Planning, Business Analysis, Financial Reporting, SEC filings, Finance, Accounting, Financial Analysis
Education
Golden Gate University
Graduate Certificate, Finance/Accounting
University of Minnesota-Twin Cities
BS
John T. Griffo, Sr.'s KPMG Peat Marwick Experience January 1978 - December 1979
Job CFO at Textbookrush
Industry Retail
Experience
TextbookRush.com August 2010 - Present
ACI Industries, Ltd. L.P. April 1995 - December 2009
Industrial Experience September 1972 - December 2009
M&A Experience, Mergers, Acquisitions, Divestitures, Turnaround December 1979 - April 2004
Specialty Vehicle Manufacturing December 1979 - April 1995
Superior Coaches January 1988 - January 1993
Garsite Products, Inc December 1979 - December 1987
Several Major/Prominent Public Accounting Firms September 1972 - January 1980
KPMG Peat Marwick January 1978 - December 1979
Mahoney Cohen 1977 - 1978
Skills
Financial Reporting
Education
The Ohio State University Fisher College of Business 1993 — 1993
Course work - Mgt Information Sys
LIU Post 1973 — 1977
MS, Tax & Business
Hofstra University 1967 — 1970
BBA, Accounting
Other
TextbookRush.com August 2010 - Present
ACI Industries, Ltd. L.P. April 1995 - December 2009
Industrial Experience September 1972 - December 2009
M&A Experience, Mergers, Acquisitions, Divestitures, Turnaround December 1979 - April 2004
Specialty Vehicle Manufacturing December 1979 - April 1995
Superior Coaches January 1988 - January 1993
Garsite Products, Inc December 1979 - December 1987
Several Major/Prominent Public Accounting Firms September 1972 - January 1980
KPMG Peat Marwick January 1978 - December 1979
Mahoney Cohen 1977 - 1978
Skills
Financial Reporting
Education
The Ohio State University Fisher College of Business 1993 — 1993
Course work - Mgt Information Sys
LIU Post 1973 — 1977
MS, Tax & Business
Hofstra University 1967 — 1970
BBA, Accounting
Other
David Garza's KPMG Peat Marwick Experience June 1985 - June 1987
Job Director Global Procurement at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company February 2012 - Present
Eli Lilly January 2004 - February 2012
Eli Lilly June 2000 - December 2003
Roche Diagnostics May 1995 - June 2000
Autoliv June 1992 - May 1995
PM Company July 1990 - June 1992
Pepsi Bottling Group June 1987 - June 1990
KPMG Peat Marwick June 1985 - June 1987
Skills
Forecasting, Process Improvement, Financial Analysis, Program Management, Leadership, Six Sigma, Management, Budgets, Strategic Planning, Analysis
Education
Indiana Wesleyan University 1999 — 2002
MBA, Business
C.P.A. Certification 1989 — 1989
n/a, Accounting
Indiana University - Kelley School of Business 1980 — 1985
Bachelors, Accounting
Eli Lilly and Company February 2012 - Present
Eli Lilly January 2004 - February 2012
Eli Lilly June 2000 - December 2003
Roche Diagnostics May 1995 - June 2000
Autoliv June 1992 - May 1995
PM Company July 1990 - June 1992
Pepsi Bottling Group June 1987 - June 1990
KPMG Peat Marwick June 1985 - June 1987
Skills
Forecasting, Process Improvement, Financial Analysis, Program Management, Leadership, Six Sigma, Management, Budgets, Strategic Planning, Analysis
Education
Indiana Wesleyan University 1999 — 2002
MBA, Business
C.P.A. Certification 1989 — 1989
n/a, Accounting
Indiana University - Kelley School of Business 1980 — 1985
Bachelors, Accounting
James Dulhoste's KPMG Peat Marwick Experience 1999 - 2003
Job CX01 at Gouvernement du Canada
Industry Accounting
Experience
Gouvernement du Canada November 2011 - Present
RSM Richter Chamberland January 2011 - August 2011
Deloitte & Touche February 2005 - June 2010
Deloitte & Touche January 2004 - February 2005
KPMG Peat Marwick 1999 - 2003
KPMG Audit 1999 - 2003
Education
HEC Montréal 1996 — 2001
Gouvernement du Canada November 2011 - Present
RSM Richter Chamberland January 2011 - August 2011
Deloitte & Touche February 2005 - June 2010
Deloitte & Touche January 2004 - February 2005
KPMG Peat Marwick 1999 - 2003
KPMG Audit 1999 - 2003
Education
HEC Montréal 1996 — 2001
John Eichner's KPMG Peat Marwick Experience August 1982 - September 1990
Job Financial
Industry Construction
Experience
Pitman Company September 1990 - June 2009
KPMG Peat Marwick August 1982 - September 1990
Education
Hofstra University 1978 — 1982
BBA, ACCOUNTING
Pitman Company September 1990 - June 2009
KPMG Peat Marwick August 1982 - September 1990
Education
Hofstra University 1978 — 1982
BBA, ACCOUNTING
Garciacampbell Lustmgmt's KPMG Peat Marwick Experience January 1991 - January 1995
Job director at born music
Industry Music
Experience
born music March 2006 - Present
Born Music January 2006 - Present
British Caribbean Insurance Company Ltd. March 1997 - March 2006
British Caribbean Insurance Company Limited January 1997 - January 2006
Churches Cooperative Credit Union February 1995 - March 1997
Churches Co-operative Credit Union January 1995 - January 1997
KPMG Peat Marwick January 1991 - January 1995
Deloittes Ross Tomathsu January 1990 - January 1991
Skills
Music, Music Production, Music Industry, Entertainment, Social Media, Composition, Event Management, Recording, Songwriting, Music Education, Teaching, Social Media Marketing, Record Labels
Education
Institute of Chartered Accountants of England and Wales
University of technology jamaica 1987 — 1990
Accounting
Cornwall College
Institute of Chartered Accountants in England and Wales
Accountancy
University of Technology Jamaica (UTECH)
Diploma, Business Administration
born music March 2006 - Present
Born Music January 2006 - Present
British Caribbean Insurance Company Ltd. March 1997 - March 2006
British Caribbean Insurance Company Limited January 1997 - January 2006
Churches Cooperative Credit Union February 1995 - March 1997
Churches Co-operative Credit Union January 1995 - January 1997
KPMG Peat Marwick January 1991 - January 1995
Deloittes Ross Tomathsu January 1990 - January 1991
Skills
Music, Music Production, Music Industry, Entertainment, Social Media, Composition, Event Management, Recording, Songwriting, Music Education, Teaching, Social Media Marketing, Record Labels
Education
Institute of Chartered Accountants of England and Wales
University of technology jamaica 1987 — 1990
Accounting
Cornwall College
Institute of Chartered Accountants in England and Wales
Accountancy
University of Technology Jamaica (UTECH)
Diploma, Business Administration
Paul Cutrone's KPMG Peat Marwick Experience 1984 - 1989
Job VP/CFO at Northstar Group Services, Inc.
Industry Construction
Experience
Northstar Group Services, Inc. February 1989 - Present
KPMG Peat Marwick 1984 - 1989
Education
Hofstra University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
Northstar Group Services, Inc. February 1989 - Present
KPMG Peat Marwick 1984 - 1989
Education
Hofstra University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
James Lamm's KPMG Peat Marwick Experience June 1980 - February 1987
Job Accounting, Finance & Operations Professional
Industry Accounting
Experience
PCN NETWORK INC January 2013 - January 2014
K&L GATES LLP April 2011 - May 2012
VOYAGER GROUP LP October 2006 - August 2009
PNC FINANCIAL SERVICES GROUP January 1996 - April 2006
PNC FINANCIAL SERVICES GROUP January 1992 - January 1996
PITTSBURGH NATIONAL BANK (SUBSIDIARY OF PNC FINANCIAL) January 1988 - January 1992
PITTSBURGH NATIONAL BANK (SUBSIDIARY OF PNC FINANCIAL) February 1987 - January 1988
KPMG PEAT MARWICK June 1980 - February 1987
Skills
Financial Reporting, Forecasting, Auditing, Financial Analysis, Microsoft Word, Cash Management, Accounting, PowerPoint, Finance, Managerial Finance, Budgets, Internal Controls, Sarbanes-Oxley Act, Banking, Outlook, Management
Education
Indiana University of Pennsylvania 1976 — 1980
B.S, Accounting
PCN NETWORK INC January 2013 - January 2014
K&L GATES LLP April 2011 - May 2012
VOYAGER GROUP LP October 2006 - August 2009
PNC FINANCIAL SERVICES GROUP January 1996 - April 2006
PNC FINANCIAL SERVICES GROUP January 1992 - January 1996
PITTSBURGH NATIONAL BANK (SUBSIDIARY OF PNC FINANCIAL) January 1988 - January 1992
PITTSBURGH NATIONAL BANK (SUBSIDIARY OF PNC FINANCIAL) February 1987 - January 1988
KPMG PEAT MARWICK June 1980 - February 1987
Skills
Financial Reporting, Forecasting, Auditing, Financial Analysis, Microsoft Word, Cash Management, Accounting, PowerPoint, Finance, Managerial Finance, Budgets, Internal Controls, Sarbanes-Oxley Act, Banking, Outlook, Management
Education
Indiana University of Pennsylvania 1976 — 1980
B.S, Accounting
Martha Rose's KPMG Peat Marwick Experience December 1986 - December 1987
Job Investigative Auditor/ CPA at Office of the Suffolk County District Attorney
Industry Government Administration
Experience
Office of the Suffolk County District Attorney October 2004 - Present
Office of the Suffolk County Comptroller November 1999 - October 2004
Internal Revenue Service August 1989 - November 1999
KPMG Peat Marwick December 1986 - December 1987
Education
Hofstra University 1985 — 1986
BBA, Accounting
LIU Post
MS, Accounting
Office of the Suffolk County District Attorney October 2004 - Present
Office of the Suffolk County Comptroller November 1999 - October 2004
Internal Revenue Service August 1989 - November 1999
KPMG Peat Marwick December 1986 - December 1987
Education
Hofstra University 1985 — 1986
BBA, Accounting
LIU Post
MS, Accounting
Janalee Tromans's KPMG Peat Marwick Experience 1985 - October 2005
Job CPA
Industry Accounting
Experience
Commerce Bancshares, Inc. October 2005 - June 2014
KPMG Peat Marwick 1985 - October 2005
Skills
CPA, Income Tax, Tax, Forecasting, Financial Analysis, Accounting, Financial Accounting, Tax Preparation, Tax Research, Tax Returns
Education
Golden Gate University
MBA, Taxation
Commerce Bancshares, Inc. October 2005 - June 2014
KPMG Peat Marwick 1985 - October 2005
Skills
CPA, Income Tax, Tax, Forecasting, Financial Analysis, Accounting, Financial Accounting, Tax Preparation, Tax Research, Tax Returns
Education
Golden Gate University
MBA, Taxation
Steve Sack's KPMG Peat Marwick Experience June 1991 - June 1993
Job Secretary/Treasurer at Sprinkmann Insulation, Inc.
Industry Construction
Experience
Sprinkmann Insulation, Inc. July 1993 - Present
KPMG Peat Marwick June 1991 - June 1993
Skills
QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Payroll, Financial Reporting, General Ledger, Account Reconciliation, Financial Statements, Tax, Bookkeeping, Journal Entries, Tax Preparation, Microsoft Excel, Fixed Assets
Education
Illinois State University 1987 — 1991
BS, Accounting
Bergan High School 1983 — 1987
Sprinkmann Insulation, Inc. July 1993 - Present
KPMG Peat Marwick June 1991 - June 1993
Skills
QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Payroll, Financial Reporting, General Ledger, Account Reconciliation, Financial Statements, Tax, Bookkeeping, Journal Entries, Tax Preparation, Microsoft Excel, Fixed Assets
Education
Illinois State University 1987 — 1991
BS, Accounting
Bergan High School 1983 — 1987
Gregory Kastner's KPMG Peat Marwick Experience January 1995 - May 1996
Job Financial Services Senior Tax Manager, California CPA
Industry Accounting
Experience
BDO USA, LLP November 2010 - June 2015
Marcum LLP October 2008 - October 2010
Rothstein Kass November 2002 - August 2008
Bernstein Fox Whitman July 1998 - November 1999
Breslow, Loeb, Baumohl & Wall June 1997 - July 1998
KPMG Peat Marwick January 1995 - May 1996
Linsco Private Ledger July 1993 - August 1994
Skills
Hedge Funds, Tax, Alternative Investments, High Net Worth..., Partnership Taxation, CPA, Tax Accounting, Securities, Financial Services, Financial Structuring, Fund Of Funds, Tax Research
Education
Golden Gate University 2004 — 2005
Masters, Taxation - Half completed
University of California, Davis 1989 — 1993
Bachelors of Arts, Economics
BDO USA, LLP November 2010 - June 2015
Marcum LLP October 2008 - October 2010
Rothstein Kass November 2002 - August 2008
Bernstein Fox Whitman July 1998 - November 1999
Breslow, Loeb, Baumohl & Wall June 1997 - July 1998
KPMG Peat Marwick January 1995 - May 1996
Linsco Private Ledger July 1993 - August 1994
Skills
Hedge Funds, Tax, Alternative Investments, High Net Worth..., Partnership Taxation, CPA, Tax Accounting, Securities, Financial Services, Financial Structuring, Fund Of Funds, Tax Research
Education
Golden Gate University 2004 — 2005
Masters, Taxation - Half completed
University of California, Davis 1989 — 1993
Bachelors of Arts, Economics
Clay Sandberg's KPMG Peat Marwick Experience 2002 - 2003
Job CFO at Archway Technology Partners, CFO at Archway Finance & Operations, CFO & CCO at Proteus, LLC
Industry Computer Software
Experience
Archway Technology Partners 2005 - Present
MarketSphere Consulting 2003 - 2006
KPMG Peat Marwick 2002 - 2003
Arthur Andersen 1999 - 2002
Skills
Strategy, Start-ups, Accounting, Finance, Management Consulting, Management, Strategic Planning, Valuation, Analysis, Business Process, Operations Management, Financial Reporting
Education
Indiana University Bloomington 1998 — 1999
MBA, Accounting
Indiana University Bloomington 1994 — 1999
BS, Accounting
Archway Technology Partners 2005 - Present
MarketSphere Consulting 2003 - 2006
KPMG Peat Marwick 2002 - 2003
Arthur Andersen 1999 - 2002
Skills
Strategy, Start-ups, Accounting, Finance, Management Consulting, Management, Strategic Planning, Valuation, Analysis, Business Process, Operations Management, Financial Reporting
Education
Indiana University Bloomington 1998 — 1999
MBA, Accounting
Indiana University Bloomington 1994 — 1999
BS, Accounting
Susan Dull, MPA, CPA's KPMG Peat Marwick Experience September 1996 - September 2000
Job Exempt Organizations Tax Services/Tax Advisory
Industry Financial Services
Experience
Dixon Hughes Goodman LLP December 2011 - Present
Ernst & Young October 2000 - August 2011
KPMG Peat Marwick September 1996 - September 2000
BDO Seidman January 1993 - September 1995
Skills
ASC 740, Project Management, Technical Review, Form 990, Mentoring Of Staff, Instructor-led Training, Tax Exempt Organizations, AACSB Professionally..., Tax-exempt, FIN 48, Financial Accounting, Tax Advisory, CPA, Tax Returns, Tax Preparation, Corporate Tax, Nonprofits, Financial Analysis, Accounting, Income Tax
Education
Indiana University-Purdue University at Indianapolis 1998 — 2000
MPA, Professional Accountancy
University of Central Florida 1974 — 1978
BSBA, Accountancy
Dixon Hughes Goodman LLP December 2011 - Present
Ernst & Young October 2000 - August 2011
KPMG Peat Marwick September 1996 - September 2000
BDO Seidman January 1993 - September 1995
Skills
ASC 740, Project Management, Technical Review, Form 990, Mentoring Of Staff, Instructor-led Training, Tax Exempt Organizations, AACSB Professionally..., Tax-exempt, FIN 48, Financial Accounting, Tax Advisory, CPA, Tax Returns, Tax Preparation, Corporate Tax, Nonprofits, Financial Analysis, Accounting, Income Tax
Education
Indiana University-Purdue University at Indianapolis 1998 — 2000
MPA, Professional Accountancy
University of Central Florida 1974 — 1978
BSBA, Accountancy
Diane Kloos's KPMG Peat Marwick Experience 1982 - 1990
Job Accountant/Administrative Assistant at DRIVE SMART
Industry Accounting
Experience
DRIVE SMART May 2015 - Present
VMC Inc 2010 - October 2014
Cragin Financial 1990 - 1993
KPMG Peat Marwick 1982 - 1990
Skills
Financial Analysis, Forecasting, Customer Service, Microsoft Word, Microsoft Office
Education
Illinois State University 1978 — 1982
Bachelor of Science, Accounting
DRIVE SMART May 2015 - Present
VMC Inc 2010 - October 2014
Cragin Financial 1990 - 1993
KPMG Peat Marwick 1982 - 1990
Skills
Financial Analysis, Forecasting, Customer Service, Microsoft Word, Microsoft Office
Education
Illinois State University 1978 — 1982
Bachelor of Science, Accounting
Frank Gless's KPMG Peat Marwick Experience August 1987 - July 1990
Job Quartermaster (CFO) and Veteran Service Officer at VFW Post 5985
Industry Hospital & Health Care
Experience
VFW Post 5985 Quartermaster (CFO) and Veteran Service Officer July 2015 - Present
VFW Post 5985 Adjutant & Service Officer June 2012 - June 2015
Price Fass & Co., LLC May 2013 - April 2014
H&R Block December 2011 - April 2012
Spectrum Health July 2002 - July 2007
H&R Block December 2006 - April 2007
Deloitte & Touche LLC July 1997 - July 2002
Carlson Price Fass & Co, LLC January 1992 - June 1997
Sacramento Sierra Medical Group July 1990 - January 1992
KPMG Peat Marwick August 1987 - July 1990
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Internet, Proofreading, Editing, Medical Coding, Compliance, Tax Preparation, Process Improvement, Customer Service, Invoicing, Hospitals, Microsoft Office, PowerPoint
Education
Golden Gate University 1972 — 1977
Bachelor's degree
San Diego City College 1970 — 1972
Associate of Science (A.S.)
University of Nebraska-Lincoln 1963 — 1965
no degree
VFW Post 5985 Quartermaster (CFO) and Veteran Service Officer July 2015 - Present
VFW Post 5985 Adjutant & Service Officer June 2012 - June 2015
Price Fass & Co., LLC May 2013 - April 2014
H&R Block December 2011 - April 2012
Spectrum Health July 2002 - July 2007
H&R Block December 2006 - April 2007
Deloitte & Touche LLC July 1997 - July 2002
Carlson Price Fass & Co, LLC January 1992 - June 1997
Sacramento Sierra Medical Group July 1990 - January 1992
KPMG Peat Marwick August 1987 - July 1990
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Internet, Proofreading, Editing, Medical Coding, Compliance, Tax Preparation, Process Improvement, Customer Service, Invoicing, Hospitals, Microsoft Office, PowerPoint
Education
Golden Gate University 1972 — 1977
Bachelor's degree
San Diego City College 1970 — 1972
Associate of Science (A.S.)
University of Nebraska-Lincoln 1963 — 1965
no degree
Margaret Sullivan's KPMG Peat Marwick Experience 1981 - 1989
Job Director of Finance & Operations at Easton, Redding, Region 9 School Districts
Industry Education Management
Experience
Easton, Redding, Region 9 School Districts 2005 - Present
Wooster School 1998 - 2005
KPMG Peat Marwick 1981 - 1989
Skills
Coaching, Special Education, Strategic Planning, Educational Technology
Education
The University of Connecticut School of Business 1980 — 1982
MBA
Hofstra University 1977 — 1979
BBA, Public Accounting
Easton, Redding, Region 9 School Districts 2005 - Present
Wooster School 1998 - 2005
KPMG Peat Marwick 1981 - 1989
Skills
Coaching, Special Education, Strategic Planning, Educational Technology
Education
The University of Connecticut School of Business 1980 — 1982
MBA
Hofstra University 1977 — 1979
BBA, Public Accounting
Donn Harriman's KPMG Peat Marwick Experience 1987 - 1988
Job Vice President at Saunders Mfg. Co., Inc.
Industry Business Supplies and Equipment
Experience
Saunders Mfg. Co., Inc. 2005 - Present
Saunders Mfg. Co., Inc. 1995 - 2005
Saunders Mfg. Co., Inc. 1992 - 1995
Schatz Fletcher & Associates 1988 - 1992
KPMG Peat Marwick 1987 - 1988
Education
Husson University 1983 — 1987
BS, Accounting, Public Accounting
Maranacook Community School
High School
Saunders Mfg. Co., Inc. 2005 - Present
Saunders Mfg. Co., Inc. 1995 - 2005
Saunders Mfg. Co., Inc. 1992 - 1995
Schatz Fletcher & Associates 1988 - 1992
KPMG Peat Marwick 1987 - 1988
Education
Husson University 1983 — 1987
BS, Accounting, Public Accounting
Maranacook Community School
High School
Tom Wintermantel's KPMG Peat Marwick Experience May 1988 - December 1996
Job Treasurer at Dover Motorsports Inc
Industry Sports
Experience
Dover Motorsports Inc July 2002 - Present
John W. Rollins & Associates, Rollins Jamaica, Ltd. & John W. Rollins Foundation, Inc. December 1996 - July 2002
KPMG Peat Marwick May 1988 - December 1996
Skills
Internal Controls, Strategic Planning
Education
Goldey Beacom College 1980 — 1984
Bachelor of Science, Accounting
William Penn High School 1972 — 1976
Dover Motorsports Inc July 2002 - Present
John W. Rollins & Associates, Rollins Jamaica, Ltd. & John W. Rollins Foundation, Inc. December 1996 - July 2002
KPMG Peat Marwick May 1988 - December 1996
Skills
Internal Controls, Strategic Planning
Education
Goldey Beacom College 1980 — 1984
Bachelor of Science, Accounting
William Penn High School 1972 — 1976
Deborah Chorba's KPMG Peat Marwick Experience June 1987 - June 1989
Job VP Accounting at Service Link
Industry Financial Services
Experience
Service Link March 2009 - Present
Service Link, FNF’s National Lender Platform March 2009 - Present
ServiceLink 2009 - Present
Integrated Real Estate Processing September 1999 - March 2009
NVR Mortgage Finance, Inc June 1989 - September 1999
KPMG Peat Marwick June 1987 - June 1989
Education
Indiana University of Pennsylvania 1983 — 1987
Bachelor of Science, Business Administration; Accounting
Service Link March 2009 - Present
Service Link, FNF’s National Lender Platform March 2009 - Present
ServiceLink 2009 - Present
Integrated Real Estate Processing September 1999 - March 2009
NVR Mortgage Finance, Inc June 1989 - September 1999
KPMG Peat Marwick June 1987 - June 1989
Education
Indiana University of Pennsylvania 1983 — 1987
Bachelor of Science, Business Administration; Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY