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
Cecilia (Howell) Carr Cecilia (Howell) Carr's KPMG Peat Marwick Experience July 1990 - October 1991
Job Senior Auditor at Barnes Dennig
Industry Accounting
Experience
Barnes Dennig December 2014 - Present
Duke Energy Corporation June 2014 - November 2014
MCM Electronics March 2012 - March 2014
Stephenson and Warner, Inc. February 2007 - March 2012
Harcourt Brace College Publishers July 1998 - April 1999
Alcon Labs January 1995 - July 1998
Harcourt Brace College Publishers October 1993 - January 1995
Lockheed Martin October 1991 - October 1993
KPMG Peat Marwick July 1990 - October 1991
Skills
Forecasting, Finance, Variance Analysis, Financial Statements, Analysis, PeopleSoft, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Project Planning, Accounting, Management, Managerial Finance, US GAAP, Financial Analysis, Auditing, Financial Accounting, Budgets
Education
Mississippi State University 1985 — 1990
Bachelor of Professional Accountancy, Accounting
Mississippi State University
Barnes Dennig December 2014 - Present
Duke Energy Corporation June 2014 - November 2014
MCM Electronics March 2012 - March 2014
Stephenson and Warner, Inc. February 2007 - March 2012
Harcourt Brace College Publishers July 1998 - April 1999
Alcon Labs January 1995 - July 1998
Harcourt Brace College Publishers October 1993 - January 1995
Lockheed Martin October 1991 - October 1993
KPMG Peat Marwick July 1990 - October 1991
Skills
Forecasting, Finance, Variance Analysis, Financial Statements, Analysis, PeopleSoft, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Project Planning, Accounting, Management, Managerial Finance, US GAAP, Financial Analysis, Auditing, Financial Accounting, Budgets
Education
Mississippi State University 1985 — 1990
Bachelor of Professional Accountancy, Accounting
Mississippi State University
Daniel D. O'Hara Daniel D. O'Hara's KPMG Peat Marwick Experience January 1988 - September 1988
Job Savvy, Proven, Experienced * Business Consultant * Contract C.F.O. * Business Coach * Management Consultant
Industry Management Consulting
Experience
O'Hara Business Strategies January 2009 - Present
Wells Fargo June 2014 - December 2014
The Jubilee Group January 1996 - January 2008
KPMG Peat Marwick January 1988 - September 1988
Skills
Non-profits, Coaching, Accounting, Retail, Energy, Restaurants, Oil, Start-ups, Business Strategy, Strategic Planning, Strategy Development, Business Planning, Small Business, New Business Development, Mentoring, Entrepreneur, Entrepreneurship, Competitive Analysis, Financial Management, Business Management, Management Consulting, Organizational..., Executive Coaching, Market Research, Business Analysis, Strategic Analysis, Competitive Intelligence, Strategic Thinking, Negotiation, Performance Improvement, Budgets, Analysis, Management, Nonprofits, Strategy, Consulting, Team Building, Business Development, Leadership, Marketing
Education
Montana State University-Bozeman 1983 — 1987
Bachelor of Science in Business, Accounting Option
Billings Central Catholic High School
O'Hara Business Strategies January 2009 - Present
Wells Fargo June 2014 - December 2014
The Jubilee Group January 1996 - January 2008
KPMG Peat Marwick January 1988 - September 1988
Skills
Non-profits, Coaching, Accounting, Retail, Energy, Restaurants, Oil, Start-ups, Business Strategy, Strategic Planning, Strategy Development, Business Planning, Small Business, New Business Development, Mentoring, Entrepreneur, Entrepreneurship, Competitive Analysis, Financial Management, Business Management, Management Consulting, Organizational..., Executive Coaching, Market Research, Business Analysis, Strategic Analysis, Competitive Intelligence, Strategic Thinking, Negotiation, Performance Improvement, Budgets, Analysis, Management, Nonprofits, Strategy, Consulting, Team Building, Business Development, Leadership, Marketing
Education
Montana State University-Bozeman 1983 — 1987
Bachelor of Science in Business, Accounting Option
Billings Central Catholic High School
Ash Atwood Ash Atwood's KPMG Peat Marwick Experience 1986 - 1996
Job VP Accounting at Charles Schwab
Industry Real Estate
Experience
Archstone 2009 - May 2013
Archstone-Smith October 2007 - 2009
Archstone-Smith 2005 - 2007
Archstone 2001 - 2005
Security Capital Pacific Trust 1996 - 2001
KPMG Peat Marwick 1986 - 1996
Skills
SEC filings, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Due Diligence, GAAP, Consolidation, Auditing, Internal Audit, Cash Flow, PeopleSoft, Asset Management, Cash Management, Financial Audits, Managerial Finance, General Ledger, CPA, Financial Modeling, Finance, Accounts Payable, Corporate Finance, Account Reconciliation, Variance Analysis, Private Equity, Accounts Receivable, Cash Flow Forecasting, Valuation, Financial Statements, Cost Accounting, Budgets, US GAAP, Financial Accounting, Acquisitions, Accruals, Analysis, Mergers & Acquisitions, Tax, Journal Entries, Real Estate, Revenue Recognition, Forecasting
Education
New Mexico State University 1981 — 1986
BA and MA, Accounting
Archstone 2009 - May 2013
Archstone-Smith October 2007 - 2009
Archstone-Smith 2005 - 2007
Archstone 2001 - 2005
Security Capital Pacific Trust 1996 - 2001
KPMG Peat Marwick 1986 - 1996
Skills
SEC filings, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Due Diligence, GAAP, Consolidation, Auditing, Internal Audit, Cash Flow, PeopleSoft, Asset Management, Cash Management, Financial Audits, Managerial Finance, General Ledger, CPA, Financial Modeling, Finance, Accounts Payable, Corporate Finance, Account Reconciliation, Variance Analysis, Private Equity, Accounts Receivable, Cash Flow Forecasting, Valuation, Financial Statements, Cost Accounting, Budgets, US GAAP, Financial Accounting, Acquisitions, Accruals, Analysis, Mergers & Acquisitions, Tax, Journal Entries, Real Estate, Revenue Recognition, Forecasting
Education
New Mexico State University 1981 — 1986
BA and MA, Accounting
Krista Kapalko Krista Kapalko's KPMG Peat Marwick Experience January 1996 - March 2004
Job Office Manager & Production Coordinator Max Curious Productions
Industry Graphic Design
Experience
Max Curious Productions January 2011 - Present
Shelmire Consulting L.L.C. November 2008 - June 2009
Brookehouse Productions February 2008 - February 2009
BearingPoint March 2004 - January 2007
KPMG Peat Marwick January 1996 - March 2004
KPMG LLP August 1993 - December 1995
Quincy Jones Entertainment January 1992 - May 1993
Fun Plex Entertainment October 1986 - August 1989
Fun Plex 1986 - 1989
Fun Plex 1986 - 1989
Skills
Management, Video, Video Production, Adobe Creative Suite, Advertising, Brochures, Budgets, Consulting, Graphic Design, Layout
Education
New York University 1990 — 1993
Max Curious Productions January 2011 - Present
Shelmire Consulting L.L.C. November 2008 - June 2009
Brookehouse Productions February 2008 - February 2009
BearingPoint March 2004 - January 2007
KPMG Peat Marwick January 1996 - March 2004
KPMG LLP August 1993 - December 1995
Quincy Jones Entertainment January 1992 - May 1993
Fun Plex Entertainment October 1986 - August 1989
Fun Plex 1986 - 1989
Fun Plex 1986 - 1989
Skills
Management, Video, Video Production, Adobe Creative Suite, Advertising, Brochures, Budgets, Consulting, Graphic Design, Layout
Education
New York University 1990 — 1993
Sandy Bartell Sandy Bartell's KPMG Peat Marwick Experience October 1987 - May 1989
Job U.S. Alternate Delegate at ISO/IEC Standards, Software
Industry Computer Software
Experience
The Boeing Company 1989 - Present
ISO/IEC Standards, Software November 2013 - Present
IEEE Professional Communication Society 2005 - 2012
The Boeing Company January 1991 - January 1992
The Boeing Company September 1989 - January 1991
KPMG Peat Marwick October 1987 - May 1989
RCA Corporation July 1984 - October 1987
RCA Corporation March 1983 - July 1984
Skills
Information Architecture, Usability Testing, Instructional Design, Web Design, Software Documentation, Technical Communication, Technical Documentation, Technical Writing, FrameMaker, Online Help, Public Speaking, Visio, Editing, User Interface Design, Training, Proposal Writing, Manuals, Content Management, Publishing, Program Management, Requirements Analysis, Information Design, SnagIt, User Experience, Proofreading, Knowledge Management, Content Development, Adobe Acrobat, User Research, RoboHelp, Usability, Research, Web Content, Usability Engineering, E-Learning, Technical Training, Web Content Management, ADDIE, Instructor-led Training, User Interface, Human Computer..., CMS, Content Strategy, User-centered Design, Captivate, Distance Learning, SharePoint, Blended Learning, Dreamweaver, Task Analysis
Education
University of Washington 2004 — 2011
PhD, Human Centered Design and Engineering
University of Washington 2001 — 2004
MS, Technical Communication
Monmouth University 1985 — 1987
MBA, Business
The Boeing Company 1989 - Present
ISO/IEC Standards, Software November 2013 - Present
IEEE Professional Communication Society 2005 - 2012
The Boeing Company January 1991 - January 1992
The Boeing Company September 1989 - January 1991
KPMG Peat Marwick October 1987 - May 1989
RCA Corporation July 1984 - October 1987
RCA Corporation March 1983 - July 1984
Skills
Information Architecture, Usability Testing, Instructional Design, Web Design, Software Documentation, Technical Communication, Technical Documentation, Technical Writing, FrameMaker, Online Help, Public Speaking, Visio, Editing, User Interface Design, Training, Proposal Writing, Manuals, Content Management, Publishing, Program Management, Requirements Analysis, Information Design, SnagIt, User Experience, Proofreading, Knowledge Management, Content Development, Adobe Acrobat, User Research, RoboHelp, Usability, Research, Web Content, Usability Engineering, E-Learning, Technical Training, Web Content Management, ADDIE, Instructor-led Training, User Interface, Human Computer..., CMS, Content Strategy, User-centered Design, Captivate, Distance Learning, SharePoint, Blended Learning, Dreamweaver, Task Analysis
Education
University of Washington 2004 — 2011
PhD, Human Centered Design and Engineering
University of Washington 2001 — 2004
MS, Technical Communication
Monmouth University 1985 — 1987
MBA, Business
Peter Igel Peter Igel's KPMG Peat Marwick Experience 1987 - 1990
Job Tax Partner at Tucker Ellis LLP
Industry Law Practice
Experience
Tucker Ellis LLP October 2012 - Present
Calfee, Halter & Griswold LLP January 2006 - October 2012
Coolidge Wall LPA 1990 - 1994
KPMG Peat Marwick 1987 - 1990
Skills
Corporate Governance, Estate Planning, Litigation, Appeals, Tax, Corporate Law, Auditing, Mergers & Acquisitions, Commercial Litigation, Tax Law, Joint Ventures, Trusts
Education
The Ohio State University Moritz College of Law 1983 — 1986
Juris Doctor, Law
Miami University 1978 — 1982
BS Business, Accountancy
Tucker Ellis LLP October 2012 - Present
Calfee, Halter & Griswold LLP January 2006 - October 2012
Coolidge Wall LPA 1990 - 1994
KPMG Peat Marwick 1987 - 1990
Skills
Corporate Governance, Estate Planning, Litigation, Appeals, Tax, Corporate Law, Auditing, Mergers & Acquisitions, Commercial Litigation, Tax Law, Joint Ventures, Trusts
Education
The Ohio State University Moritz College of Law 1983 — 1986
Juris Doctor, Law
Miami University 1978 — 1982
BS Business, Accountancy
Kimberly Shannon Levin Kimberly Shannon Levin's KPMG Peat Marwick Experience October 1992 - October 1993
Job Founder, Verve Design LLC
Industry Design
Experience
Verve Design LLC 2007 - Present
Nantucket Residential Design, LLC September 2005 - August 2008
Rock Pond 1998 - 2006
Domain Home 1995 - 1998
Edison Brothers 1993 - 1995
KPMG Peat Marwick October 1992 - October 1993
Timberland 1989 - 1992
Skills
Furniture, Lighting, Interior Design, Space Planning, Interiors, Residential Design, Product Development, Textiles, Furnishings, Renovation, Retail, Home, Residential, Space planning, Project Planning, Marketing, Merchandising, Purchasing, Product Design, Management, Interior Architecture, Project Management, Contract Negotiation, Budgets, Negotiation
Education
University of Vermont 1985 — 1989
BA, Political Science, Economics
Università degli Studi di Firenze 1987 — 1988
Scuola Scienze Politiche
Middlebury College 1987 — 1987
Italian School: Summer Language Program
Università degli Studi di Urbino 'Carlo Bo' 1987 — 1987
Italiano: Intensive Language Program
Verve Design LLC 2007 - Present
Nantucket Residential Design, LLC September 2005 - August 2008
Rock Pond 1998 - 2006
Domain Home 1995 - 1998
Edison Brothers 1993 - 1995
KPMG Peat Marwick October 1992 - October 1993
Timberland 1989 - 1992
Skills
Furniture, Lighting, Interior Design, Space Planning, Interiors, Residential Design, Product Development, Textiles, Furnishings, Renovation, Retail, Home, Residential, Space planning, Project Planning, Marketing, Merchandising, Purchasing, Product Design, Management, Interior Architecture, Project Management, Contract Negotiation, Budgets, Negotiation
Education
University of Vermont 1985 — 1989
BA, Political Science, Economics
Università degli Studi di Firenze 1987 — 1988
Scuola Scienze Politiche
Middlebury College 1987 — 1987
Italian School: Summer Language Program
Università degli Studi di Urbino 'Carlo Bo' 1987 — 1987
Italiano: Intensive Language Program
Debbie Angelico Debbie Angelico's KPMG Peat Marwick Experience August 1985 - December 1989
Job CFO at Next Level Now, Inc.
Industry Computer Software
Experience
Next Level Now, Inc. March 2014 - Present
The Echo Group December 2010 - March 2014
Lovell Hardware & Building Supply January 2004 - May 2012
Evergreen Institute for Wellness August 2010 - October 2011
Leone, McDonnell & Roberts, P.A. May 2008 - November 2010
Ibis Technology Corporation January 1998 - April 2004
Rockport Trade Systems November 1996 - December 1997
Ibis Technology Corporation May 1992 - November 1996
Ibis Technology Corporation January 1990 - April 1992
KPMG Peat Marwick August 1985 - December 1989
Skills
Accounting, Tax Preparation, QuickBooks, Tax, Non-profits, GAAP, Forecasting, Finance, Revenue Recognition, Strategic Financial..., Budgets, External Audit, Financial Statements, Financial Accounting, Internal Audit, Cash Management, Sales Tax, Financial Analysis, Internal Controls, Payroll, CPA, Start-ups, Auditing, Microsoft Excel, Fixed Assets, Change Management, Software Deployment, Sage, OpenAir, Concur, Financial Reporting, Process Improvement, Financial Modeling, Managerial Finance, Mergers & Acquisitions, SEC filings, Consolidation, Banking, Leadership, Management, Corporate Tax, Cash Flow Forecasting, Sarbanes-Oxley Act, Analysis, Nonprofits, US GAAP, Treasury, Employee Benefits, Human Resources, Venture Capital
Education
Merrimack College 1982 — 1985
BBS
Next Level Now, Inc. March 2014 - Present
The Echo Group December 2010 - March 2014
Lovell Hardware & Building Supply January 2004 - May 2012
Evergreen Institute for Wellness August 2010 - October 2011
Leone, McDonnell & Roberts, P.A. May 2008 - November 2010
Ibis Technology Corporation January 1998 - April 2004
Rockport Trade Systems November 1996 - December 1997
Ibis Technology Corporation May 1992 - November 1996
Ibis Technology Corporation January 1990 - April 1992
KPMG Peat Marwick August 1985 - December 1989
Skills
Accounting, Tax Preparation, QuickBooks, Tax, Non-profits, GAAP, Forecasting, Finance, Revenue Recognition, Strategic Financial..., Budgets, External Audit, Financial Statements, Financial Accounting, Internal Audit, Cash Management, Sales Tax, Financial Analysis, Internal Controls, Payroll, CPA, Start-ups, Auditing, Microsoft Excel, Fixed Assets, Change Management, Software Deployment, Sage, OpenAir, Concur, Financial Reporting, Process Improvement, Financial Modeling, Managerial Finance, Mergers & Acquisitions, SEC filings, Consolidation, Banking, Leadership, Management, Corporate Tax, Cash Flow Forecasting, Sarbanes-Oxley Act, Analysis, Nonprofits, US GAAP, Treasury, Employee Benefits, Human Resources, Venture Capital
Education
Merrimack College 1982 — 1985
BBS
Lisa Tarleton Lisa Tarleton's KPMG Peat Marwick Experience March 1997 - October 1998
Job Operations Manager at Barnabas Heatlh Ambulatory Care Center
Industry Hospital & Health Care
Experience
Barnabas Heatlh Ambulatory Care Center June 2015 - Present
Barnabas Health November 2011 - June 2015
Dieci Lifestyle Spa May 1998 - December 2010
KPMG Peat Marwick March 1997 - October 1998
Skills
Health, customer satisfaction, problem solving, Operations Management, patient satisfaction, team building, Quality Assurance, Data Analysis, Microsoft Office, quickbooks, Account Reconciliation, Human Resources, Marketing, beauty, Skilled Multi-tasker, results oriented, Sales, Highly motivated..., Goal Oriented, Beauty Industry, Customer Satisfaction, Team Building, Business Development, Hospitals, Healthcare, QuickBooks, Management, Problem Solving
Education
Montclair State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Rutgers University
Bachelor of Science (BS), Political Science
Barnabas Heatlh Ambulatory Care Center June 2015 - Present
Barnabas Health November 2011 - June 2015
Dieci Lifestyle Spa May 1998 - December 2010
KPMG Peat Marwick March 1997 - October 1998
Skills
Health, customer satisfaction, problem solving, Operations Management, patient satisfaction, team building, Quality Assurance, Data Analysis, Microsoft Office, quickbooks, Account Reconciliation, Human Resources, Marketing, beauty, Skilled Multi-tasker, results oriented, Sales, Highly motivated..., Goal Oriented, Beauty Industry, Customer Satisfaction, Team Building, Business Development, Hospitals, Healthcare, QuickBooks, Management, Problem Solving
Education
Montclair State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Rutgers University
Bachelor of Science (BS), Political Science
Martin G. Flyke Martin G. Flyke's KPMG Peat Marwick Experience August 1985 - August 1987
Job Assistant General Counsel
Industry Law Practice
Experience
Northwestern Mutual Life Insurance Company July 2013 - Present
Poyner Spruill LLP October 2005 - June 2013
Reinhart Boerner Van Deuren s.c. September 1990 - October 2005
KPMG Peat Marwick August 1985 - August 1987
Education
Marquette University Law School 1987 — 1990
Doctor of Law (JD), Magna Cum Laude
University of Notre Dame 1981 — 1985
BBA, Accountancy
Northwestern Mutual Life Insurance Company July 2013 - Present
Poyner Spruill LLP October 2005 - June 2013
Reinhart Boerner Van Deuren s.c. September 1990 - October 2005
KPMG Peat Marwick August 1985 - August 1987
Education
Marquette University Law School 1987 — 1990
Doctor of Law (JD), Magna Cum Laude
University of Notre Dame 1981 — 1985
BBA, Accountancy
Jennifer Deming Jennifer Deming's KPMG Peat Marwick Experience 1996 - 1999
Job Assistant Comptroller Financial Reporting & Mgt at The University of Kansas
Industry Higher Education
Experience
The University of Kansas Budget Manager - MarketingHill's Pet Nutrition2002 - 2008
Golden Sky Company 1999 - 2001
St Lukes South 1999 - 2001
Golden Sky Systems Inc 1999 - 2001
KPMG Peat Marwick 1996 - 1999
Baird, Kurtz & Dobson 1993 - 1996
Whitlock, Selim, & Keehn 1992 - 1994
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Budgets, Financial Accounting, Microsoft Excel, Analysis, Internal Controls, Managerial Finance, Variance Analysis, Finance, Sarbanes-Oxley Act, Microsoft Office, General Ledger, Management
Education
Missouri State University
Accounting
The University of Kansas Budget Manager - MarketingHill's Pet Nutrition2002 - 2008
Golden Sky Company 1999 - 2001
St Lukes South 1999 - 2001
Golden Sky Systems Inc 1999 - 2001
KPMG Peat Marwick 1996 - 1999
Baird, Kurtz & Dobson 1993 - 1996
Whitlock, Selim, & Keehn 1992 - 1994
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Budgets, Financial Accounting, Microsoft Excel, Analysis, Internal Controls, Managerial Finance, Variance Analysis, Finance, Sarbanes-Oxley Act, Microsoft Office, General Ledger, Management
Education
Missouri State University
Accounting
Enrique Cortinas Enrique Cortinas's KPMG Peat Marwick Experience 1978 - 1987
Job Buyers Agent for Team Barrone at Signature Realty Associates
Industry Real Estate
Experience
Signature Realty Associates March 2012 - Present
Charles Ruttenberg Realty, LLC August 2011 - July 2012
Century21 Bill Nye Realty March 2008 - August 2011
Colldwell Bankers Residential RE March 2003 - March 2008
KPMG Peat Marwick 1978 - 1987
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, PowerPoint, Budgeting, Problem Solving, Administration, Negotiation, Windows, Inventory Management, Accounting, Access, Planning, Outlook, Team Building, Coaching, Documentation, Troubleshooting, Analysis, Strategic Planning
Education
Instituto Tecnologico de Santo Domingo 1974 — 1978
Studies in Industrial Engineering, Engineering
Miami Dade College 1972 — 1974
General Studies, Computer Science
Signature Realty Associates March 2012 - Present
Charles Ruttenberg Realty, LLC August 2011 - July 2012
Century21 Bill Nye Realty March 2008 - August 2011
Colldwell Bankers Residential RE March 2003 - March 2008
KPMG Peat Marwick 1978 - 1987
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, PowerPoint, Budgeting, Problem Solving, Administration, Negotiation, Windows, Inventory Management, Accounting, Access, Planning, Outlook, Team Building, Coaching, Documentation, Troubleshooting, Analysis, Strategic Planning
Education
Instituto Tecnologico de Santo Domingo 1974 — 1978
Studies in Industrial Engineering, Engineering
Miami Dade College 1972 — 1974
General Studies, Computer Science
Laird Hepburn's KPMG Peat Marwick Experience December 1995 - May 1998
Job Partner at Businessowner Strategies Group
Industry Financial Services
Experience
Business-owner Strategies Group February 2014 - Present
Cary Community Foundation January 2012 - Present
AXA Advisors, LLC August 2008 - January 2014
U.S. Navy August 1980 - June 2011
DuPont Safety Resources May 2002 - July 2008
Central City Association of Los Angeles June 2002 - December 2004
Valley Industry and Commerce Association (VICA) August 2002 - March 2004
IBM Global Services May 2000 - May 2002
Arthur D. Little May 1998 - May 2000
KPMG Peat Marwick December 1995 - May 1998
Education
Naval Postgraduate School 1990 — 1992
MS
Texas A&M University 1980 — 1984
BS
Business-owner Strategies Group February 2014 - Present
Cary Community Foundation January 2012 - Present
AXA Advisors, LLC August 2008 - January 2014
U.S. Navy August 1980 - June 2011
DuPont Safety Resources May 2002 - July 2008
Central City Association of Los Angeles June 2002 - December 2004
Valley Industry and Commerce Association (VICA) August 2002 - March 2004
IBM Global Services May 2000 - May 2002
Arthur D. Little May 1998 - May 2000
KPMG Peat Marwick December 1995 - May 1998
Education
Naval Postgraduate School 1990 — 1992
MS
Texas A&M University 1980 — 1984
BS
Tami Thraum Tami Thraum's KPMG Peat Marwick Experience 1987 - 1998
Job Chief Financial Officer at Cross Country Home Services
Industry Hospitality
Experience
Cross Country Home Services January 2009 - Present
Regent Seven Seas Cruises (Carlson Companies) April 2006 - June 2008
Carlson Wagonlit Travel (Carlson Companies) May 2004 - April 2006
Maritz Travel Company (acquired by Carlson Companies) 1998 - 2004
KPMG Peat Marwick 1987 - 1998
Skills
Auditing, Forecasting, Change Management, Financial Analysis, Budgets, Financial Modeling, Financial Reporting, Management, Mergers & Acquisitions, Due Diligence, Finance, Business Planning, Strategic Planning, Corporate Finance, Leadership
Education
Missouri State University 1983 — 1987
BS
Certified Public Accountant
Cross Country Home Services January 2009 - Present
Regent Seven Seas Cruises (Carlson Companies) April 2006 - June 2008
Carlson Wagonlit Travel (Carlson Companies) May 2004 - April 2006
Maritz Travel Company (acquired by Carlson Companies) 1998 - 2004
KPMG Peat Marwick 1987 - 1998
Skills
Auditing, Forecasting, Change Management, Financial Analysis, Budgets, Financial Modeling, Financial Reporting, Management, Mergers & Acquisitions, Due Diligence, Finance, Business Planning, Strategic Planning, Corporate Finance, Leadership
Education
Missouri State University 1983 — 1987
BS
Certified Public Accountant
Nancy Iverson Nancy Iverson's KPMG Peat Marwick Experience 1988 - 1992
Job Marketing Strategist, Consultant, Owner at Versa Marketing LLC | Nimble marketing for dynamic businesses
Industry Marketing and Advertising
Experience
Versa Marketing LLC November 2009 - Present
Blue Sky Strategy LLC November 2012 - December 2013
MN Metro Executive Women's Golf Association (EWGA) October 2012 - October 2013
Copper Street Brass Quintet January 2011 - June 2012
Natl Assn of Women MBA (NAWMBA) - MSP Chapter 2010 - 2012
Northwest Airlines 2007 - 2009
Northwest Airlines 2004 - 2007
Primedia Magazines 1996 - 1999
Mid-America Entertainment 1992 - 1995
KPMG Peat Marwick 1988 - 1992
Skills
Forecasting, Budget, Account Management, Press Releases, System Conversion, Strategic Planning, Competitive Analysis, Pricing Strategy, Cross-functional Team..., Pricing, Marketing Strategy, Marketing, Budgets, Digital Marketing, E-commerce, Analytics, Start-ups, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
Master of Business Administration (MBA), Marketing/Marketing Management, General
Montana State University-Bozeman 1984 — 1988
BS, Business - Accounting
Versa Marketing LLC November 2009 - Present
Blue Sky Strategy LLC November 2012 - December 2013
MN Metro Executive Women's Golf Association (EWGA) October 2012 - October 2013
Copper Street Brass Quintet January 2011 - June 2012
Natl Assn of Women MBA (NAWMBA) - MSP Chapter 2010 - 2012
Northwest Airlines 2007 - 2009
Northwest Airlines 2004 - 2007
Primedia Magazines 1996 - 1999
Mid-America Entertainment 1992 - 1995
KPMG Peat Marwick 1988 - 1992
Skills
Forecasting, Budget, Account Management, Press Releases, System Conversion, Strategic Planning, Competitive Analysis, Pricing Strategy, Cross-functional Team..., Pricing, Marketing Strategy, Marketing, Budgets, Digital Marketing, E-commerce, Analytics, Start-ups, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
Master of Business Administration (MBA), Marketing/Marketing Management, General
Montana State University-Bozeman 1984 — 1988
BS, Business - Accounting
Michael Ancona Michael Ancona's KPMG Peat Marwick Experience 1994 - 1996
Job Owner, Ancona Financial Advisors
Industry Financial Services
Experience
Ancona Financial Advisors 1997 - Present
Rutgers Business School 1994 - 2009
KPMG Peat Marwick 1994 - 1996
Manufacturers Hanover Trust October 1988 - June 1993
Manufacturers Hanover Trust March 1980 - September 1988
Education
Rutgers Graduate School of Management 1978 — 1980
MBA, Finance
Niagara University 1968 — 1972
BBA, Accounting/Liberal Arts
Regis High School 1964 — 1968
Ancona Financial Advisors 1997 - Present
Rutgers Business School 1994 - 2009
KPMG Peat Marwick 1994 - 1996
Manufacturers Hanover Trust October 1988 - June 1993
Manufacturers Hanover Trust March 1980 - September 1988
Education
Rutgers Graduate School of Management 1978 — 1980
MBA, Finance
Niagara University 1968 — 1972
BBA, Accounting/Liberal Arts
Regis High School 1964 — 1968
Diane Wade, MS, RDN, CNSC Diane Wade, MS, RDN, CNSC's KPMG Peat Marwick Experience January 1983 - December 1987
Job clinical dietitian at Sharp Grossmont Hospital
Industry Hospital & Health Care
Experience
The Trevor Project June 2009 - Present
Sharp HealthCare - Grossmont Hospital May 2007 - Present
California Dietetic Assn June 2010 - May 2013
San Diego Community College District June 2007 - June 2008
Alvarado Hospital February 2000 - June 2007
Twentieth Television January 1993 - August 1994
Randy Stone Associates June 1991 - August 1994
The Gnu Theatre January 1988 - June 1991
KPMG Peat Marwick January 1983 - December 1987
Skills
Health Education, Dietetics, Clinical Nutrition, Medical Nutrition..., Healthcare, Inpatient, Acute Care, Teaching, Nutrition, Wellness, Nutrition Education, Nutritional Counseling, Weight Management, Grant Writing, Cpr Certified, Wellness Coaching, Weight, PowerPoint, Hospitals, Health Promotion, Diabetes, Prevention, Healthcare Management, Public Health, Clinical Research, Motivational..., Chronic Illness, Behavior Change, Disease Management, Celiac Disease, Nutritional Analysis, Renal Nutrition, Parenteral Nutrition, Critical Care, Heart Disease, Lifestyle, Fitness
Education
San Diego State University-California State University 1999 — 2005
Masters, Nutritional Science
San Diego State University-California State University 1994 — 1998
Bachelors, Foods and Nutrition
American Academy of Dramatic Arts 1978 — 1979
None, theatre arts
Moorpark College 1973 — 1974
Associate Arts, Theatre Arts
The Trevor Project June 2009 - Present
Sharp HealthCare - Grossmont Hospital May 2007 - Present
California Dietetic Assn June 2010 - May 2013
San Diego Community College District June 2007 - June 2008
Alvarado Hospital February 2000 - June 2007
Twentieth Television January 1993 - August 1994
Randy Stone Associates June 1991 - August 1994
The Gnu Theatre January 1988 - June 1991
KPMG Peat Marwick January 1983 - December 1987
Skills
Health Education, Dietetics, Clinical Nutrition, Medical Nutrition..., Healthcare, Inpatient, Acute Care, Teaching, Nutrition, Wellness, Nutrition Education, Nutritional Counseling, Weight Management, Grant Writing, Cpr Certified, Wellness Coaching, Weight, PowerPoint, Hospitals, Health Promotion, Diabetes, Prevention, Healthcare Management, Public Health, Clinical Research, Motivational..., Chronic Illness, Behavior Change, Disease Management, Celiac Disease, Nutritional Analysis, Renal Nutrition, Parenteral Nutrition, Critical Care, Heart Disease, Lifestyle, Fitness
Education
San Diego State University-California State University 1999 — 2005
Masters, Nutritional Science
San Diego State University-California State University 1994 — 1998
Bachelors, Foods and Nutrition
American Academy of Dramatic Arts 1978 — 1979
None, theatre arts
Moorpark College 1973 — 1974
Associate Arts, Theatre Arts
Lisa Adinolfi-Tejera Lisa Adinolfi-Tejera's KPMG Peat Marwick Experience October 1994 - March 1998
Job Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young, LLP September 2008 - Present
AXA Equitable September 2003 - June 2008
Mount Sinai Medical Center March 1998 - September 2003
KPMG Peat Marwick October 1994 - March 1998
Education
New York University 2000 — 2003
Masters Public Administration, Healthcare Management and Finance
Pace University 1990 — 1994
Bachelor of Business Administration, Accounting
Ernst & Young, LLP September 2008 - Present
AXA Equitable September 2003 - June 2008
Mount Sinai Medical Center March 1998 - September 2003
KPMG Peat Marwick October 1994 - March 1998
Education
New York University 2000 — 2003
Masters Public Administration, Healthcare Management and Finance
Pace University 1990 — 1994
Bachelor of Business Administration, Accounting
Phil Tribel Phil Tribel's KPMG Peat Marwick Experience 1981 - 1983
Job Finance and Operations Professional at Southbend
Industry Machinery
Experience
Southbend August 2012 - Present
Virginia Transformer Corp February 2011 - August 2012
Ross Industries, Inc. 2001 - 2010
Tipper Tie, Inc 1983 - 2000
KPMG Peat Marwick 1981 - 1983
Deloitte Haskins and Sells 1979 - 1981
Skills
Accounting, Kanban, Growth Initiatives, Theory of Constraints, Six Sigma, Business Planning, Negotiation, Cost, Process Improvement, Coaching, Lean Manufacturing, Strategic Planning, Cost Reduction, Team Building, P&L Management, Change Management, Operations Management, Management, Contract Negotiation, Sales Management, Purchasing, Cross-functional Team..., New Business Development, Business Process..., Continuous Improvement, Manufacturing, Team Leadership, Marketing Strategy, Sales, Product Development, Inventory Management, ERP, Forecasting, Process Engineering, Analysis, Account Management, Business Strategy, Supply Chain Management, Leadership, Business Development, Logistics, Budgets, Procurement
Education
Montclair State University 1975 — 1979
BA, Business Administation - Dual (2) Concentrations in Accounting and Finance
Manchester Regional
Manchester Regional
Southbend August 2012 - Present
Virginia Transformer Corp February 2011 - August 2012
Ross Industries, Inc. 2001 - 2010
Tipper Tie, Inc 1983 - 2000
KPMG Peat Marwick 1981 - 1983
Deloitte Haskins and Sells 1979 - 1981
Skills
Accounting, Kanban, Growth Initiatives, Theory of Constraints, Six Sigma, Business Planning, Negotiation, Cost, Process Improvement, Coaching, Lean Manufacturing, Strategic Planning, Cost Reduction, Team Building, P&L Management, Change Management, Operations Management, Management, Contract Negotiation, Sales Management, Purchasing, Cross-functional Team..., New Business Development, Business Process..., Continuous Improvement, Manufacturing, Team Leadership, Marketing Strategy, Sales, Product Development, Inventory Management, ERP, Forecasting, Process Engineering, Analysis, Account Management, Business Strategy, Supply Chain Management, Leadership, Business Development, Logistics, Budgets, Procurement
Education
Montclair State University 1975 — 1979
BA, Business Administation - Dual (2) Concentrations in Accounting and Finance
Manchester Regional
Manchester Regional
Joseph Cirrincione Joseph Cirrincione's KPMG Peat Marwick Experience February 1986 - November 1990
Job Computer Associate at Praxair, Inc.
Industry Oil & Energy
Experience
Praxair, Inc. ContractorTekSystems, inc.August 2001 - December 2003
Tek Systems, Inc. June 1999 - July 2001
Radio Computing Services 1994 - 1999
Hudson International Conductors August 1991 - June 1994
KPMG Peat Marwick February 1986 - November 1990
Education
Pace University 1985 — 1987
None, Business Administration
New York School of Computer Technology 1980 — 1981
Certificate, Computer Programming, Operations, Design
Westchester Community College 1976 — 1979
None, Business Administration
New York Institute of Technology 1973 — 1975
None, Architecture, Business and Business Administration
Praxair, Inc. ContractorTekSystems, inc.August 2001 - December 2003
Tek Systems, Inc. June 1999 - July 2001
Radio Computing Services 1994 - 1999
Hudson International Conductors August 1991 - June 1994
KPMG Peat Marwick February 1986 - November 1990
Education
Pace University 1985 — 1987
None, Business Administration
New York School of Computer Technology 1980 — 1981
Certificate, Computer Programming, Operations, Design
Westchester Community College 1976 — 1979
None, Business Administration
New York Institute of Technology 1973 — 1975
None, Architecture, Business and Business Administration
Joseph J Cote´ Jr's KPMG Peat Marwick Experience 2001 - 2001
Job Navy Yard IP LLC Patent Strategy, Valuation, Monetization, Venture Development and Consulting
Industry Management Consulting
Experience
Navy Yard IP November 2006 - Present
Global Prior Art October 2013 - December 2014
Synchrony Innovations July 2013 - December 2013
Sound Shapes LLC January 2011 - March 2013
ThinkFire Services USA, Ltd. July 2011 - September 2012
Bunker Hill Community College June 2010 - April 2011
Rockwell Scientific Licensing 2003 - 2006
IPValue ManagementCo-Founder 2001 - 2003
KPMG Peat Marwick 2001 - 2001
Arthur D. Little, Inc. 1996 - 2001
Skills
Patent Strategy, Patent Portfolio..., Patent Analysis, Entrepreneurship, M&A due diligence, Licensing, Technology Transfer, Licensing Agreements, Technology..., Negotiation, Intellectual Property..., Intellectual Property, Patents, Commercialization, Business Strategy, Intellectual Property..., Due Diligence, Patent Litigation, Trade Secrets, Contract Negotiation, Strategy, R&D, Venture Capital, Patent Prosecution, Management Consulting, Start-ups, Leadership, Business Development, Mergers & Acquisitions, Business Planning, Analysis, Management, Strategic Partnerships, Competitive Analysis, Valuation, Product Development, International Business, Cross-functional Team..., Marketing, Executive Management, Program Management, Product Management, Innovation Management, Corporate Law, Consulting, Enterprise Software, Analytics, Strategic Consulting, Corporate Development, Competitive Intelligence
Education
Massachusetts Institute of Technology - Sloan School of Management 1978 — 1979
Master's Degree, Strategic Planning, Finance, Organizational Behavior
United States Naval Academy 1966 — 1970
Bachelor's Degree, Naval Science, Systems Engineering
Navy Yard IP November 2006 - Present
Global Prior Art October 2013 - December 2014
Synchrony Innovations July 2013 - December 2013
Sound Shapes LLC January 2011 - March 2013
ThinkFire Services USA, Ltd. July 2011 - September 2012
Bunker Hill Community College June 2010 - April 2011
Rockwell Scientific Licensing 2003 - 2006
IPValue ManagementCo-Founder 2001 - 2003
KPMG Peat Marwick 2001 - 2001
Arthur D. Little, Inc. 1996 - 2001
Skills
Patent Strategy, Patent Portfolio..., Patent Analysis, Entrepreneurship, M&A due diligence, Licensing, Technology Transfer, Licensing Agreements, Technology..., Negotiation, Intellectual Property..., Intellectual Property, Patents, Commercialization, Business Strategy, Intellectual Property..., Due Diligence, Patent Litigation, Trade Secrets, Contract Negotiation, Strategy, R&D, Venture Capital, Patent Prosecution, Management Consulting, Start-ups, Leadership, Business Development, Mergers & Acquisitions, Business Planning, Analysis, Management, Strategic Partnerships, Competitive Analysis, Valuation, Product Development, International Business, Cross-functional Team..., Marketing, Executive Management, Program Management, Product Management, Innovation Management, Corporate Law, Consulting, Enterprise Software, Analytics, Strategic Consulting, Corporate Development, Competitive Intelligence
Education
Massachusetts Institute of Technology - Sloan School of Management 1978 — 1979
Master's Degree, Strategic Planning, Finance, Organizational Behavior
United States Naval Academy 1966 — 1970
Bachelor's Degree, Naval Science, Systems Engineering
Robert Rufo, MBA Robert Rufo, MBA's KPMG Peat Marwick Experience 1995 - 1997
Job Hartwood Business Services, Inc.
Industry Management Consulting
Experience
Hartwood Business Services June 1988 - Present
Sprint Nextel October 2004 - October 2009
Nextel November 2000 - October 2004
Unitech July 2000 - November 2000
Baker & Associates (Architecture) 1998 - 2000
KPMG Peat Marwick 1995 - 1997
United States Marine Corps 1973 - 1995
Skills
Re-engineering, Information Technology, Business Operations, Managerial Finance, System Administration, Management Consulting, Leadership, Cross-functional Team..., Budgets, Strategic Planning, Management, Business Development, Selling, Team Building, Government, Vendor Management, Contract Management, Process Improvement, Project Management, Strategy, Negotiation, PMP, Telecommunications, Training, Business Analysis, Program Management, Change Management, Wireless, Product Management, Consulting, Integration, Business Process..., SDLC, Start-ups, Finance, PMO, IT Strategy, Disaster Recovery, Business Process, Outsourcing
Education
National University
MBA, Computer Information Systems
Salem State College
Bachelor Science, Business Administration
Hartwood Business Services June 1988 - Present
Sprint Nextel October 2004 - October 2009
Nextel November 2000 - October 2004
Unitech July 2000 - November 2000
Baker & Associates (Architecture) 1998 - 2000
KPMG Peat Marwick 1995 - 1997
United States Marine Corps 1973 - 1995
Skills
Re-engineering, Information Technology, Business Operations, Managerial Finance, System Administration, Management Consulting, Leadership, Cross-functional Team..., Budgets, Strategic Planning, Management, Business Development, Selling, Team Building, Government, Vendor Management, Contract Management, Process Improvement, Project Management, Strategy, Negotiation, PMP, Telecommunications, Training, Business Analysis, Program Management, Change Management, Wireless, Product Management, Consulting, Integration, Business Process..., SDLC, Start-ups, Finance, PMO, IT Strategy, Disaster Recovery, Business Process, Outsourcing
Education
National University
MBA, Computer Information Systems
Salem State College
Bachelor Science, Business Administration
Greta Dawson's KPMG Peat Marwick Experience 1996 - 1998
Job Corporate Technical Support at 3D Systems GeoMagic Solutions
Industry Computer Networking
Experience
3D Systems - GeoMagic Solutions 2013 - Present
North Carolina Central University February 2011 - June 2012
Freelance Technology Consultant November 1997 - March 2011
Archdiocese of Washington - Saint Elizabeth Catholic School July 2010 - October 2010
Archdiocese of Baltimore - Saint Bernardine Catholic School 2009 - 2010
Archdiocese of Baltimore - Saint Bernardine Catholic School 2008 - 2010
American University Washington College of Law 1998 - 2008
KPMG Peat Marwick 1996 - 1998
GMMB 1994 - 1996
Fannie Mae 1989 - 1994
Skills
Windows, Active Directory, Troubleshooting, Public Speaking, Research, Networking, Strategic Planning, Microsoft Office, System Administration, Project Planning, Access, Program Management, Team Building, Project Management, Customer Service, Process Improvement, SharePoint, Security, Team Leadership, Management, Software Documentation, Leadership, Time Management, Integration, Analysis, Training, IT Management, Technical Support, Information Technology, Administration, Visio, Business Analysis
Education
Mount St. Mary's University 2006 — 2009
Pacelli 1981 — 1985
3D Systems - GeoMagic Solutions 2013 - Present
North Carolina Central University February 2011 - June 2012
Freelance Technology Consultant November 1997 - March 2011
Archdiocese of Washington - Saint Elizabeth Catholic School July 2010 - October 2010
Archdiocese of Baltimore - Saint Bernardine Catholic School 2009 - 2010
Archdiocese of Baltimore - Saint Bernardine Catholic School 2008 - 2010
American University Washington College of Law 1998 - 2008
KPMG Peat Marwick 1996 - 1998
GMMB 1994 - 1996
Fannie Mae 1989 - 1994
Skills
Windows, Active Directory, Troubleshooting, Public Speaking, Research, Networking, Strategic Planning, Microsoft Office, System Administration, Project Planning, Access, Program Management, Team Building, Project Management, Customer Service, Process Improvement, SharePoint, Security, Team Leadership, Management, Software Documentation, Leadership, Time Management, Integration, Analysis, Training, IT Management, Technical Support, Information Technology, Administration, Visio, Business Analysis
Education
Mount St. Mary's University 2006 — 2009
Pacelli 1981 — 1985
Gene Desimone Gene Desimone's KPMG Peat Marwick Experience September 1994 - August 1996
Job
Industry Pharmaceuticals
Experience
Express Scripts September 2012 - Present
Express Scripts (Formerly Medco Health Solutions) September 2005 - September 2012
Medco 2001 - 2005
Matrix Information Consulting 1999 - 2001
Liz Claiborne 1996 - 1998
KPMG Peat Marwick September 1994 - August 1996
Skills
Pricing, Business Analysis, Excel, Access, Planning, Data Analysis, Forecasting, Account Management, Contract Negotiation, Financial Analysis, Negotiation, Risk Management, Medicare Prescription..., Managed Care, Competitive Intelligence, P&L Forecasting, Employee Management, Client Presentation, Pharmacy Benefit..., Project Planning, Microsoft Excel, Business Planning, Cross-functional Team..., Analysis, Finance, Strategic Planning, Business Strategy, Analytics, Medicare Part D, Presentations, Sales, Management, P&L Management, Financial Modeling, Pricing Strategy, Process Improvement
Education
Chubb Institute of Technology 1999 — 1999
Client Server Programming, Top Gun Program
Montclair State University 1990 — 1994
BA - Business Adminstration
Nutley High School 1983 — 1987
Express Scripts September 2012 - Present
Express Scripts (Formerly Medco Health Solutions) September 2005 - September 2012
Medco 2001 - 2005
Matrix Information Consulting 1999 - 2001
Liz Claiborne 1996 - 1998
KPMG Peat Marwick September 1994 - August 1996
Skills
Pricing, Business Analysis, Excel, Access, Planning, Data Analysis, Forecasting, Account Management, Contract Negotiation, Financial Analysis, Negotiation, Risk Management, Medicare Prescription..., Managed Care, Competitive Intelligence, P&L Forecasting, Employee Management, Client Presentation, Pharmacy Benefit..., Project Planning, Microsoft Excel, Business Planning, Cross-functional Team..., Analysis, Finance, Strategic Planning, Business Strategy, Analytics, Medicare Part D, Presentations, Sales, Management, P&L Management, Financial Modeling, Pricing Strategy, Process Improvement
Education
Chubb Institute of Technology 1999 — 1999
Client Server Programming, Top Gun Program
Montclair State University 1990 — 1994
BA - Business Adminstration
Nutley High School 1983 — 1987
Chris Scherrer, CPA Chris Scherrer, CPA's KPMG Peat Marwick Experience 1976 - 1980
Job Chief Recruiting Officer, SearchMaster® Recruiting
Industry Staffing and Recruiting
Experience
SearchMaster® Recruiting July 1992 - Present
Source Finance 1980 - 1992
KPMG Peat Marwick 1976 - 1980
Skills
Executive Search, Team Building
Education
Marquette University 1972 — 1976
BS, Accounting
Marquette University High School 1968 — 1972
SearchMaster® Recruiting July 1992 - Present
Source Finance 1980 - 1992
KPMG Peat Marwick 1976 - 1980
Skills
Executive Search, Team Building
Education
Marquette University 1972 — 1976
BS, Accounting
Marquette University High School 1968 — 1972
Charles Silvey's KPMG Peat Marwick Experience 1990 - 1995
Job Vice President Internal Audit at Catalent
Industry Pharmaceuticals
Experience
Catalent April 2008 - Present
Jefferson Wells September 2007 - April 2008
Cambrex 2004 - 2007
ADP 2002 - 2004
Lucent Technologies 1997 - 2002
CR Bard inc. 1995 - 1998
KPMG Peat Marwick 1990 - 1995
Skills
SOX, Internal Audit, Compliance, Internal Controls, Audit, Auditing, Risk, Risk Assessment, Sarbanes-Oxley, Financial Risk, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Enterprise Risk..., SEC filings, Strategy, Analysis, Accounting, Forecasting, Governance, Budgets, Business Process..., Corporate Finance, Human Resources, Training, Management, Executive Management
Education
Monmouth University 1987 — 1991
BS, Business
Monmouth University 1985 — 1991
Cranford High School 1974 — 1976
HS
Brookside School, Cranford NJ
Catalent April 2008 - Present
Jefferson Wells September 2007 - April 2008
Cambrex 2004 - 2007
ADP 2002 - 2004
Lucent Technologies 1997 - 2002
CR Bard inc. 1995 - 1998
KPMG Peat Marwick 1990 - 1995
Skills
SOX, Internal Audit, Compliance, Internal Controls, Audit, Auditing, Risk, Risk Assessment, Sarbanes-Oxley, Financial Risk, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Enterprise Risk..., SEC filings, Strategy, Analysis, Accounting, Forecasting, Governance, Budgets, Business Process..., Corporate Finance, Human Resources, Training, Management, Executive Management
Education
Monmouth University 1987 — 1991
BS, Business
Monmouth University 1985 — 1991
Cranford High School 1974 — 1976
HS
Brookside School, Cranford NJ
Melissa Morehead Melissa Morehead's KPMG Peat Marwick Experience September 1991 - December 1994
Job VP, FP&A at Limelight Networks
Industry Internet
Experience
Limelight Networks February 2014 - Present
Rally.org April 2013 - January 2014
ReImagine Growth Strategies July 2009 - March 2013
Merrill Lynch September 2004 - July 2008
Sandler O'Neill January 2003 - August 2004
Goldman Sachs July 2000 - November 2002
Kerr White Institute for Health Services Research January 1995 - August 1998
KPMG Peat Marwick September 1991 - December 1994
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Business Planning, Managerial Finance, Fundraising, Venture Capital, Financial Accounting, Investment Banking, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Start-ups, Due Diligence, Valuation, Finance, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Financial Management
University of Kentucky 1987 — 1991
B.S., Accounting
Limelight Networks February 2014 - Present
Rally.org April 2013 - January 2014
ReImagine Growth Strategies July 2009 - March 2013
Merrill Lynch September 2004 - July 2008
Sandler O'Neill January 2003 - August 2004
Goldman Sachs July 2000 - November 2002
Kerr White Institute for Health Services Research January 1995 - August 1998
KPMG Peat Marwick September 1991 - December 1994
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Business Planning, Managerial Finance, Fundraising, Venture Capital, Financial Accounting, Investment Banking, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Start-ups, Due Diligence, Valuation, Finance, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Financial Management
University of Kentucky 1987 — 1991
B.S., Accounting
Ken Helstowski Ken Helstowski's KPMG Peat Marwick Experience September 1984 - September 1991
Job Director, Global Product Practice at EMC Corporation
Industry Computer Software
Experience
EMC Corporation July 2007 - Present
EMC Corporation May 2003 - June 2007
Legato Corporation January 2000 - April 2003
KPMG Consulting March 1995 - January 2000
Legent September 1991 - March 1995
KPMG Peat Marwick September 1984 - September 1991
Skills
Cloud Computing, IT Strategy, Enterprise Software, Business Process..., Requirements Analysis, Storage, Strategic Planning, Pre-sales, Management Consulting, Business Development, Disaster Recovery, Consulting, Professional Services, SaaS, Management, Leadership, Vendor Management, Business Intelligence, Information Technology, Virtualization, Integration, Go-to-market Strategy, IT Service Management, Solution Selling, Storage Area Networks, Data Center, Enterprise Storage, NAS, Storage Virtualization, Business Alliances, Sales Enablement, Storage Solutions, SAN
Education
Massachusetts College of Liberal Arts 1975 — 1978
University of Massachusetts, Amherst
EMC Corporation July 2007 - Present
EMC Corporation May 2003 - June 2007
Legato Corporation January 2000 - April 2003
KPMG Consulting March 1995 - January 2000
Legent September 1991 - March 1995
KPMG Peat Marwick September 1984 - September 1991
Skills
Cloud Computing, IT Strategy, Enterprise Software, Business Process..., Requirements Analysis, Storage, Strategic Planning, Pre-sales, Management Consulting, Business Development, Disaster Recovery, Consulting, Professional Services, SaaS, Management, Leadership, Vendor Management, Business Intelligence, Information Technology, Virtualization, Integration, Go-to-market Strategy, IT Service Management, Solution Selling, Storage Area Networks, Data Center, Enterprise Storage, NAS, Storage Virtualization, Business Alliances, Sales Enablement, Storage Solutions, SAN
Education
Massachusetts College of Liberal Arts 1975 — 1978
University of Massachusetts, Amherst
Robert Rieth's KPMG Peat Marwick Experience 1986 - 1989
Job CFO at Detroit Rivertown Brewery LLC dba Atwater Brewery
Industry Defense & Space
Experience
Macomb Community College January 2014 - Present
Detroit Rivertown Brewery LLC dba Atwater Brewery 2012 - Present
Department of Defense / TACOM August 2010 - Present
Wolinski & Company CPA PC March 2009 - July 2010
Ford Motor Credit Company January 2006 - February 2009
Ford Motor 2003 - 2006
KPMG Peat Marwick 1986 - 1989
Skills
SIX SIGMA GREEN BELT..., Financial Accounting, Project Portfolio..., DEALERSHIP FINANCIAL..., Business Process..., Portfolio Management, Managerial Finance, Analysis, Budgets, Six Sigma, Auditing, Program Management, Finance, Financial Analysis, Management, Strategic Planning, SAP, Accounting, Operations Management, Change Management, Process Improvement, Internal Controls, Account Reconciliation, Sarbanes-Oxley Act, Forecasting, Internal Audit, Risk Management, Leadership, Financial Reporting, Business Planning, Credit, General Ledger, Executive Management, Mergers & Acquisitions, Strategic Financial..., Financial Modeling, Financial Services, Cash Management, Cash Flow, Due Diligence, Financial Statements, Variance Analysis, Corporate Finance, Banking, Pricing, Asset Management, Cross-functional Team..., Income Statement, Management Consulting, Financial Risk
Education
Michigan State University 1982 — 1986
BA, Accounting
Michigan State University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Macomb Community College January 2014 - Present
Detroit Rivertown Brewery LLC dba Atwater Brewery 2012 - Present
Department of Defense / TACOM August 2010 - Present
Wolinski & Company CPA PC March 2009 - July 2010
Ford Motor Credit Company January 2006 - February 2009
Ford Motor 2003 - 2006
KPMG Peat Marwick 1986 - 1989
Skills
SIX SIGMA GREEN BELT..., Financial Accounting, Project Portfolio..., DEALERSHIP FINANCIAL..., Business Process..., Portfolio Management, Managerial Finance, Analysis, Budgets, Six Sigma, Auditing, Program Management, Finance, Financial Analysis, Management, Strategic Planning, SAP, Accounting, Operations Management, Change Management, Process Improvement, Internal Controls, Account Reconciliation, Sarbanes-Oxley Act, Forecasting, Internal Audit, Risk Management, Leadership, Financial Reporting, Business Planning, Credit, General Ledger, Executive Management, Mergers & Acquisitions, Strategic Financial..., Financial Modeling, Financial Services, Cash Management, Cash Flow, Due Diligence, Financial Statements, Variance Analysis, Corporate Finance, Banking, Pricing, Asset Management, Cross-functional Team..., Income Statement, Management Consulting, Financial Risk
Education
Michigan State University 1982 — 1986
BA, Accounting
Michigan State University 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Linda Chatten Linda Chatten's KPMG Peat Marwick Experience 1991 - 1995
Job Owner/Broker/Property Manager at CIF Property Management
Industry Real Estate
Experience
CIF Property Management March 2003 - Present
Wellpoint Health Networks 1997 - 2003
Kaiser Permanente 1995 - 1997
KPMG Peat Marwick 1991 - 1995
Skills
Property Management, Real Estate, Investment Properties, Investors, Real Estate Transactions, REO, Residential Homes, Real Estate Economics, Foreclosures, Sellers, Short Sales, Apartments, Relocation, Rentals, Agents, Commercial Real Estate, Leases, Listings, New Home Sales, Buyer Representation, First Time Home Buyers, Referrals, Real Property
Education
Merrimack College 1971 — 1975
BS, Accounting
CIF Property Management March 2003 - Present
Wellpoint Health Networks 1997 - 2003
Kaiser Permanente 1995 - 1997
KPMG Peat Marwick 1991 - 1995
Skills
Property Management, Real Estate, Investment Properties, Investors, Real Estate Transactions, REO, Residential Homes, Real Estate Economics, Foreclosures, Sellers, Short Sales, Apartments, Relocation, Rentals, Agents, Commercial Real Estate, Leases, Listings, New Home Sales, Buyer Representation, First Time Home Buyers, Referrals, Real Property
Education
Merrimack College 1971 — 1975
BS, Accounting
Gerry Moroso's KPMG Peat Marwick Experience 1989 - 1991
Job DirectorNational Customer Development at Pinnacle Foods Corporation
Industry Consumer Goods
Experience
Pinnacle Foods Corporation February 2010 - Present
Pinnacle Foods Corporation 2009 - February 2010
Reckitt Benckiser 2007 - 2009
Cadbury Adams 2004 - 2007
Pfizer, Adams Division 2001 - 2004
Warner Lambert Canada, Adams Division 1998 - 2001
Warner Lambert-Adams division 1993 - 1998
G H Wood & Wyant 1991 - 1993
KPMG Peat Marwick 1989 - 1991
Skills
Consumer Products, Account Management, Sales Management, Negotiation, Certified DDI..., Salesforce Training, Team Leadership, CRM, People-oriented, Dependable Team Player, Reliable, Grocery Industry, Trade Promotions, AC Nielsen, Merchandising, Wholesale Operations, Channel Strategy, Forecasting, Sales Operations, Sales, Categorization
Education
McMaster University 1985 — 1989
Bachelor of Commerce Honours, Accounting/Finance
Lockerby Composite 1979 — 1984
DDI
DDI Certification for Facilitation and Training
Pinnacle Foods Corporation February 2010 - Present
Pinnacle Foods Corporation 2009 - February 2010
Reckitt Benckiser 2007 - 2009
Cadbury Adams 2004 - 2007
Pfizer, Adams Division 2001 - 2004
Warner Lambert Canada, Adams Division 1998 - 2001
Warner Lambert-Adams division 1993 - 1998
G H Wood & Wyant 1991 - 1993
KPMG Peat Marwick 1989 - 1991
Skills
Consumer Products, Account Management, Sales Management, Negotiation, Certified DDI..., Salesforce Training, Team Leadership, CRM, People-oriented, Dependable Team Player, Reliable, Grocery Industry, Trade Promotions, AC Nielsen, Merchandising, Wholesale Operations, Channel Strategy, Forecasting, Sales Operations, Sales, Categorization
Education
McMaster University 1985 — 1989
Bachelor of Commerce Honours, Accounting/Finance
Lockerby Composite 1979 — 1984
DDI
DDI Certification for Facilitation and Training
Jim D. Chapman Jim D. Chapman's KPMG Peat Marwick Experience October 1990 - February 1992
Job Sr. VP, Managing Director, Institutional Trust Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 1992 - Present
Wells Fargo Bank 1992 - Present
First Interstate Bank of California 1992 - 1995
KPMG Peat Marwick October 1990 - February 1992
Watson Wyatt February 1987 - October 1990
JP Morgan Chase November 1976 - February 1987
Education
Miami University 1971 — 1976
B.S., Accountancy
Wells Fargo February 1992 - Present
Wells Fargo Bank 1992 - Present
First Interstate Bank of California 1992 - 1995
KPMG Peat Marwick October 1990 - February 1992
Watson Wyatt February 1987 - October 1990
JP Morgan Chase November 1976 - February 1987
Education
Miami University 1971 — 1976
B.S., Accountancy
Debbie Yobs Debbie Yobs's KPMG Peat Marwick Experience 1986 - 1989
Job President at CJD Foundation, Inc.
Industry Marketing and Advertising
Experience
CJD Foundation, Inc. January 2015 - Present
CJD Foundation, Inc. October 2014 - Present
CJD Foundation, Inc. 2012 - December 2014
CohnReznick LLP September 2005 - September 2014
CherryRoad Technologies 1999 - 2005
Capgemini 1998 - 1999
Gemini Consulting 1989 - 1998
KPMG Peat Marwick 1986 - 1989
Skills
Management Consulting, Project Management, Social Media, CRM, Corporate Communications, Event Management, Strategy, Integrated Marketing
Education
Miami University
BA, Communications
CJD Foundation, Inc. January 2015 - Present
CJD Foundation, Inc. October 2014 - Present
CJD Foundation, Inc. 2012 - December 2014
CohnReznick LLP September 2005 - September 2014
CherryRoad Technologies 1999 - 2005
Capgemini 1998 - 1999
Gemini Consulting 1989 - 1998
KPMG Peat Marwick 1986 - 1989
Skills
Management Consulting, Project Management, Social Media, CRM, Corporate Communications, Event Management, Strategy, Integrated Marketing
Education
Miami University
BA, Communications
Jeremy Croucher Jeremy Croucher's KPMG Peat Marwick Experience 1992 - Present
Job Partner at KPMG
Industry Accounting
Experience
KPMG November 2010 - Present
KPMG LLP February 2007 - Present
KPMG Peat Marwick 1992 - Present
KPMG LLP June 2003 - December 2006
Skills
SEC filings, US GAAP, External Audit, GAAP, Sarbanes-Oxley Act, Internal Controls, IFRS, CPA, Assurance, Auditing, Big 4, SEC Filings, Forensic Accounting
Education
Missouri State University 1988 — 1992
KPMG November 2010 - Present
KPMG LLP February 2007 - Present
KPMG Peat Marwick 1992 - Present
KPMG LLP June 2003 - December 2006
Skills
SEC filings, US GAAP, External Audit, GAAP, Sarbanes-Oxley Act, Internal Controls, IFRS, CPA, Assurance, Auditing, Big 4, SEC Filings, Forensic Accounting
Education
Missouri State University 1988 — 1992
Stephen Diiorio Stephen Diiorio's KPMG Peat Marwick Experience January 1990 - May 1992
Job Experienced CPA
Industry Accounting
Experience
Kazork, Inc. October 2011 - August 2013
Lankford and Associates, Inc October 2005 - July 2010
Forest City Enterprises February 2000 - October 2005
Forest City Enterprises September 1997 - February 2000
The Richard E. Jacobs Group December 1995 - September 1997
Leaseway Transportation Corp September 1992 - June 1995
KPMG Peat Marwick January 1990 - May 1992
Skills
Financial Reporting, Internal Controls, Financial Analysis, Accounting, Auditing, Budgets, Financial Audits, Finance, Accounts Payable, Accounts Receivable, Expenses, Bank Reconciliation, Cash Management, Accruals, Journal Entries, QuickBooks, Account Reconciliation, Financial Accounting, Fixed Assets, Variance Analysis, General Ledger, Financial Modeling, Cash Flow, Internal Audit, CPA
Education
Miami University 1988 — 1991
Bachelor of Science, Accountancy
Kazork, Inc. October 2011 - August 2013
Lankford and Associates, Inc October 2005 - July 2010
Forest City Enterprises February 2000 - October 2005
Forest City Enterprises September 1997 - February 2000
The Richard E. Jacobs Group December 1995 - September 1997
Leaseway Transportation Corp September 1992 - June 1995
KPMG Peat Marwick January 1990 - May 1992
Skills
Financial Reporting, Internal Controls, Financial Analysis, Accounting, Auditing, Budgets, Financial Audits, Finance, Accounts Payable, Accounts Receivable, Expenses, Bank Reconciliation, Cash Management, Accruals, Journal Entries, QuickBooks, Account Reconciliation, Financial Accounting, Fixed Assets, Variance Analysis, General Ledger, Financial Modeling, Cash Flow, Internal Audit, CPA
Education
Miami University 1988 — 1991
Bachelor of Science, Accountancy
Lane Kowitz Lane Kowitz's KPMG Peat Marwick Experience January 1990 - May 1991
Job Fraud Customer Service Representative
Industry Banking
Experience
Thomson Reuters April 2011 - June 2015
Knoepfle Law Office September 2010 - October 2010
SEI LLC March 2007 - July 2010
SEI, LLC July 2005 - March 2007
Lutheran Social Services of North Dakota December 2004 - June 2005
Shaker Heights ISD August 1998 - November 2001
St. Peter's Lutheran Church March 1997 - November 2001
self employed March 1996 - November 2001
University of North Texas June 1991 - June 1993
KPMG Peat Marwick January 1990 - May 1991
Skills
Training, Outlook, Access, Software Documentation, Research, Microsoft Excel, Customer Service, Legal Writing, Microsoft Word, Legal Research
Education
Minnesota School of Business 2010 — 2010
Post-Baccalaureate Certificate, Paralegal
Rasmussen College 2006 — 2008
AAS, Accounting
University of North Texas
MS, Information and Library Science
University of Oklahoma
BME, General/Vocal Music Education
Norman High School
Thomson Reuters April 2011 - June 2015
Knoepfle Law Office September 2010 - October 2010
SEI LLC March 2007 - July 2010
SEI, LLC July 2005 - March 2007
Lutheran Social Services of North Dakota December 2004 - June 2005
Shaker Heights ISD August 1998 - November 2001
St. Peter's Lutheran Church March 1997 - November 2001
self employed March 1996 - November 2001
University of North Texas June 1991 - June 1993
KPMG Peat Marwick January 1990 - May 1991
Skills
Training, Outlook, Access, Software Documentation, Research, Microsoft Excel, Customer Service, Legal Writing, Microsoft Word, Legal Research
Education
Minnesota School of Business 2010 — 2010
Post-Baccalaureate Certificate, Paralegal
Rasmussen College 2006 — 2008
AAS, Accounting
University of North Texas
MS, Information and Library Science
University of Oklahoma
BME, General/Vocal Music Education
Norman High School
Jeff Ohngemach Jeff Ohngemach's KPMG Peat Marwick Experience 1988 - 1991
Job Senior Database Administrator at Insurity, Inc.
Industry Information Technology and Services
Experience
Insurity, Inc. December 2004 - Present
Keane 2001 - 2003
Micro Strategies Inc. 1998 - 1999
Coopers & Lybrand Consulting 1996 - 1998
Viacom 1994 - 1996
Corning Incorporated 1991 - 1994
KPMG Peat Marwick 1988 - 1991
Skills
Data Guard, ETL, SQL Tuning, Business Intelligence
Education
Chubb Institute for Computer Technology
Programming
Montclair State University
BA, Business Admin, Math and Computer Science
University of Delaware
Business Admin, Parks Admin, Education
Insurity, Inc. December 2004 - Present
Keane 2001 - 2003
Micro Strategies Inc. 1998 - 1999
Coopers & Lybrand Consulting 1996 - 1998
Viacom 1994 - 1996
Corning Incorporated 1991 - 1994
KPMG Peat Marwick 1988 - 1991
Skills
Data Guard, ETL, SQL Tuning, Business Intelligence
Education
Chubb Institute for Computer Technology
Programming
Montclair State University
BA, Business Admin, Math and Computer Science
University of Delaware
Business Admin, Parks Admin, Education
Carol Whaley Carol Whaley's KPMG Peat Marwick Experience June 1981 - May 1988
Job Chief Operating Officer at AXIS Accident and Health
Industry Insurance
Experience
AXIS Accident and Health July 2013 - Present
AIG Benefit Solutions September 2011 - June 2013
Sun Life Financial March 2010 - May 2011
Sun Life Financial October 2004 - March 2010
Federal Home Loan Bank of Boston 1988 - 2004
KPMG Peat Marwick June 1981 - May 1988
Skills
Strategic Planning, Mergers, Insurance, Financial Reporting, Executive Management, Employee Benefits, Enterprise Risk..., SOX, Risk Management, Financial Planning, Internal Controls, Financial Analysis, Financial Management, Business Process..., Financial Modeling, Accounting, Process Engineering, Internal Audit, Budgeting, GAAP, Business Strategy, Business Planning, Banking, Change Management, Team Building, Due Diligence, Sarbanes-Oxley Act, Strategic Financial..., Mergers & Acquisitions, Underwriting, Life Insurance, Leadership, Strategy, Finance, Financial Services, Analysis, Management Consulting, Management, Auditing, Process Improvement, Valuation, Financial Risk, Competitive Analysis, Investments, IFRS, Portfolio Management, Corporate Finance, Budgets
Education
Nichols College 1977 — 1981
BSBA, Accounting and MIS
AXIS Accident and Health July 2013 - Present
AIG Benefit Solutions September 2011 - June 2013
Sun Life Financial March 2010 - May 2011
Sun Life Financial October 2004 - March 2010
Federal Home Loan Bank of Boston 1988 - 2004
KPMG Peat Marwick June 1981 - May 1988
Skills
Strategic Planning, Mergers, Insurance, Financial Reporting, Executive Management, Employee Benefits, Enterprise Risk..., SOX, Risk Management, Financial Planning, Internal Controls, Financial Analysis, Financial Management, Business Process..., Financial Modeling, Accounting, Process Engineering, Internal Audit, Budgeting, GAAP, Business Strategy, Business Planning, Banking, Change Management, Team Building, Due Diligence, Sarbanes-Oxley Act, Strategic Financial..., Mergers & Acquisitions, Underwriting, Life Insurance, Leadership, Strategy, Finance, Financial Services, Analysis, Management Consulting, Management, Auditing, Process Improvement, Valuation, Financial Risk, Competitive Analysis, Investments, IFRS, Portfolio Management, Corporate Finance, Budgets
Education
Nichols College 1977 — 1981
BSBA, Accounting and MIS
Eva Klein Eva Klein's KPMG Peat Marwick Experience 1982 - 1987
Job President, Eva Klein & Associates, Ltd.
Industry Higher Education
Experience
University Economic Development Association September 2011 - Present
Eva Klein & Associates, Ltd. February 1990 - Present
International Economic Development Council, Washington, D.C. 1990 - Present
KPMG Peat Marwick 1982 - 1987
American University 1973 - 1980
Skills
Workforce Development, Community Development, Public/private..., Redevelopment, Grants, Grant Writing, Land Use Planning, Public Policy, Non-profits, Program Development, Incentives, Urban Planning, Community Outreach, Fundraising, Public Speaking, Research, Nonprofits, Zoning, Comprehensive Planning, Board Development, Policy Analysis, Government, Community Engagement, Social Entrepreneurship, Policy, Local Government, Non-profit..., Legislative Relations, Proposal Writing, Strategic Communications, Program Evaluation, Sustainability, Workshop Facilitation, International..., Public Administration, Volunteer Management, Public Relations
Education
University of Pennsylvania - The Wharton School 1981 — 1982
Master of Business Administration (MBA), Finance and Strategic Planning
University of Pennsylvania Graduate School of Education 1972 — 1973
Master of Science (MS), Secondary Education and Curriculum
New York University 1969 — 1970
Master of Arts (M.A.), French Language and Literature
Douglass College, Rutgers University 1965 — 1969
AB, French Language and Literature
University Economic Development Association September 2011 - Present
Eva Klein & Associates, Ltd. February 1990 - Present
International Economic Development Council, Washington, D.C. 1990 - Present
KPMG Peat Marwick 1982 - 1987
American University 1973 - 1980
Skills
Workforce Development, Community Development, Public/private..., Redevelopment, Grants, Grant Writing, Land Use Planning, Public Policy, Non-profits, Program Development, Incentives, Urban Planning, Community Outreach, Fundraising, Public Speaking, Research, Nonprofits, Zoning, Comprehensive Planning, Board Development, Policy Analysis, Government, Community Engagement, Social Entrepreneurship, Policy, Local Government, Non-profit..., Legislative Relations, Proposal Writing, Strategic Communications, Program Evaluation, Sustainability, Workshop Facilitation, International..., Public Administration, Volunteer Management, Public Relations
Education
University of Pennsylvania - The Wharton School 1981 — 1982
Master of Business Administration (MBA), Finance and Strategic Planning
University of Pennsylvania Graduate School of Education 1972 — 1973
Master of Science (MS), Secondary Education and Curriculum
New York University 1969 — 1970
Master of Arts (M.A.), French Language and Literature
Douglass College, Rutgers University 1965 — 1969
AB, French Language and Literature
Terry Gibson Terry Gibson's KPMG Peat Marwick Experience January 1987 - January 1991
Job Corporate Controller at Discovery Land Company
Industry Real Estate
Experience
Discovery Land Company January 2006 - Present
Indigo Partners May 2011 - April 2013
2004 - 2006Campbell Corporation October 2003 - September 2006
2004Prolaw Software, A Thomson Company November 2001 - October 2003
Lyle Anderson Company January 1992 - January 2003
Santa Fe Pacific January 1991 - January 1992
KPMG Peat Marwick January 1987 - January 1991
Skills
Financial Analysis, Financial Reporting, Managerial Finance, GAAP, Financial Modeling, Auditing, Budgets, Accounting, Internal Controls, Due Diligence
Education
New Mexico State University 1985 — 1987
Masters, Accounting/Taxation
The University of New Mexico 1979 — 1984
BA, Economics
Cibola High School 1976 — 1979
Discovery Land Company January 2006 - Present
Indigo Partners May 2011 - April 2013
2004 - 2006Campbell Corporation October 2003 - September 2006
2004Prolaw Software, A Thomson Company November 2001 - October 2003
Lyle Anderson Company January 1992 - January 2003
Santa Fe Pacific January 1991 - January 1992
KPMG Peat Marwick January 1987 - January 1991
Skills
Financial Analysis, Financial Reporting, Managerial Finance, GAAP, Financial Modeling, Auditing, Budgets, Accounting, Internal Controls, Due Diligence
Education
New Mexico State University 1985 — 1987
Masters, Accounting/Taxation
The University of New Mexico 1979 — 1984
BA, Economics
Cibola High School 1976 — 1979
Ann Spina Sperling Ann Spina Sperling's KPMG Peat Marwick Experience September 1994 - August 1995
Job owner/WORDS
Industry Marketing and Advertising
Experience
mycoworkerspets.com December 2010 - Present
· Bayer HealthCare Pharmaceuticals April 2000 - Present
Environmental Graphix, Inc September 1999 - Present
WORDS September 1995 - Present
· Warburg Dillon Read October 1999 - April 2000
KPMG Peat Marwick September 1994 - August 1995
Cathedral Healthcare System, Inc December 1991 - August 1994
Franciscan Health System September 1988 - September 1991
The Jersey Journal June 1983 - September 1988
Education
New York University 1987 — 1990
MA, journalism
Saint Peter's University 1979 — 1983
BS, Biology
Hoboken High School 1974 — 1977
Sacred Heart Academy
Sacred Heart Academy
mycoworkerspets.com December 2010 - Present
· Bayer HealthCare Pharmaceuticals April 2000 - Present
Environmental Graphix, Inc September 1999 - Present
WORDS September 1995 - Present
· Warburg Dillon Read October 1999 - April 2000
KPMG Peat Marwick September 1994 - August 1995
Cathedral Healthcare System, Inc December 1991 - August 1994
Franciscan Health System September 1988 - September 1991
The Jersey Journal June 1983 - September 1988
Education
New York University 1987 — 1990
MA, journalism
Saint Peter's University 1979 — 1983
BS, Biology
Hoboken High School 1974 — 1977
Sacred Heart Academy
Sacred Heart Academy
Marikay Hines-Corcoran Marikay Hines-Corcoran's KPMG Peat Marwick Experience September 2001 - October 2004
Job Principal at KPMG
Industry Accounting
Experience
KPMG October 2015 - Present
KPMG October 2007 - 2015
KPMG October 2004 - October 2007
KPMG Peat Marwick September 2001 - October 2004
Pinkerton Consulting & Investigations 1997 - 2001
Skills
Fraud, Fraud Investigations, Certified Fraud Examiner, FCPA, AML, OFAC, Fraud Prevention, CAMS, Due Diligence, Forensic Analysis, Internal Controls, Forensic Accounting, KYC, Risk Management, Sarbanes-Oxley Act, Anti-corruption, Litigation Support
Education
Hofstra University School of Law 1992 — 1995
JD
Rutgers University-New Brunswick 1987 — 1991
BA
KPMG October 2015 - Present
KPMG October 2007 - 2015
KPMG October 2004 - October 2007
KPMG Peat Marwick September 2001 - October 2004
Pinkerton Consulting & Investigations 1997 - 2001
Skills
Fraud, Fraud Investigations, Certified Fraud Examiner, FCPA, AML, OFAC, Fraud Prevention, CAMS, Due Diligence, Forensic Analysis, Internal Controls, Forensic Accounting, KYC, Risk Management, Sarbanes-Oxley Act, Anti-corruption, Litigation Support
Education
Hofstra University School of Law 1992 — 1995
JD
Rutgers University-New Brunswick 1987 — 1991
BA
Dan Bass Dan Bass's KPMG Peat Marwick Experience May 1995 - December 1997
Job Managing Director Investment Banking at Performance Trust Capital Partners
Industry Investment Banking
Experience
Performance Trust Capital Partners December 2012 - Present
FBR Capital Markets & Co April 2010 - November 2012
Carson Medlin Co. Investment Bankers March 2006 - April 2010
Compass Bancshares December 1997 - April 2006
KPMG Peat Marwick May 1995 - December 1997
Sheshunoff Management Services, LP August 1987 - May 1995
FDIC May 1991 - December 1994
Skills
Investment Banking, Valuation, Capital Raising, Mergers, Acquisitions, Strategic Planning, Corporate Development, Business Valuation, Capital Markets, Banking, Corporate Finance, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Investments, Mergers, Private Equity, Alternative Investments, Asset Management, Portfolio Management
Education
Marymount University 1992 — 1994
MS, Information Management
The University of Texas at Austin 1982 — 1986
BBA, Finance
St. Thomas HS 1978 — 1982
Performance Trust Capital Partners December 2012 - Present
FBR Capital Markets & Co April 2010 - November 2012
Carson Medlin Co. Investment Bankers March 2006 - April 2010
Compass Bancshares December 1997 - April 2006
KPMG Peat Marwick May 1995 - December 1997
Sheshunoff Management Services, LP August 1987 - May 1995
FDIC May 1991 - December 1994
Skills
Investment Banking, Valuation, Capital Raising, Mergers, Acquisitions, Strategic Planning, Corporate Development, Business Valuation, Capital Markets, Banking, Corporate Finance, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Investments, Mergers, Private Equity, Alternative Investments, Asset Management, Portfolio Management
Education
Marymount University 1992 — 1994
MS, Information Management
The University of Texas at Austin 1982 — 1986
BBA, Finance
St. Thomas HS 1978 — 1982
Jessie Bell, SPHR's KPMG Peat Marwick Experience September 1999 - August 2001
Job Ask me how to fire your boss!!!
Industry Insurance
Experience
State Farm Insurance April 2012 - Present
Bristol-Myers Squibb May 2011 - April 2012
Glass Ceiling HR Consulting LLC April 2009 - May 2011
Altria August 2005 - August 2009
Honda of America Mfg., Inc. August 2001 - August 2005
KPMG Peat Marwick September 1999 - August 2001
EDS Group 1994 - 1999
Skills
Sourcing, Interviewing, Assessment, Compensation, Benefits, Orientation, Employee Relations, HR Consulting, Technical Recruiting, College Recruiting, Contract Recruitment, Employee Benefits, New Hire Orientations, Technology Needs..., Deferred Compensation, Employee Training, Interviews, Military Recruiting, Military Transition, Career Changers, Job Transition, Career Advise, Interview Skills..., Recruitment Process..., Talent Pipelining, Passive Candidate..., Client/Hiring Manager..., High-volume Recruiting, Multi-Location..., Building Strong..., Referral Networking, Hard to Fill Positions, Technical Positions, Closing Candidates, Extending Offers, Contract to Perm, Performance Management, Applicant Tracking..., Recruiting, Succession Planning, Personnel Management, Benefits Negotiation, Workforce Planning, Leadership, Screening, Executive Search, Organizational..., Onboarding, PeopleSoft, Hiring
Education
Michigan State University
BS, Management
Troy University 2004 — 2007
Masters, Human Resource Management, 4.0
Northwood University
Associate of Arts and Sciences (AAS), Fashion Merchandising
State Farm Insurance April 2012 - Present
Bristol-Myers Squibb May 2011 - April 2012
Glass Ceiling HR Consulting LLC April 2009 - May 2011
Altria August 2005 - August 2009
Honda of America Mfg., Inc. August 2001 - August 2005
KPMG Peat Marwick September 1999 - August 2001
EDS Group 1994 - 1999
Skills
Sourcing, Interviewing, Assessment, Compensation, Benefits, Orientation, Employee Relations, HR Consulting, Technical Recruiting, College Recruiting, Contract Recruitment, Employee Benefits, New Hire Orientations, Technology Needs..., Deferred Compensation, Employee Training, Interviews, Military Recruiting, Military Transition, Career Changers, Job Transition, Career Advise, Interview Skills..., Recruitment Process..., Talent Pipelining, Passive Candidate..., Client/Hiring Manager..., High-volume Recruiting, Multi-Location..., Building Strong..., Referral Networking, Hard to Fill Positions, Technical Positions, Closing Candidates, Extending Offers, Contract to Perm, Performance Management, Applicant Tracking..., Recruiting, Succession Planning, Personnel Management, Benefits Negotiation, Workforce Planning, Leadership, Screening, Executive Search, Organizational..., Onboarding, PeopleSoft, Hiring
Education
Michigan State University
BS, Management
Troy University 2004 — 2007
Masters, Human Resource Management, 4.0
Northwood University
Associate of Arts and Sciences (AAS), Fashion Merchandising
Roshan White Roshan White's KPMG Peat Marwick Experience January 1991 - 1995
Job
Industry Financial Services
Experience
Hearst Corp. March 2014 - Present
The Daniel Group 2012 - 2014
Furr & Dulin 2008 - 2011
Babson Capital Management (formerly First Union IDM) 1998 - 2002
Wells Fargo (formerly Wachovia/First Union) 1997 - 1998
KPMG Peat Marwick January 1991 - 1995
Skills
Portfolio Management, Financial Analysis, Capital Markets, Asset Managment, Investments, Analytics, Private Equity, Financial Modeling, Microsoft Office, Management, Analysis, Forensic Accounting, Strategic Planning, CRM, Structured Finance, Public Speaking, Risk Management, Asset Management, Finance
Education
Vanderbilt University
M.B.A., Finance & Entrepreneurship
Miami University
B.S., Accountancy & Statistics
University of North Carolina at Charlotte
Forensic Accounting Certificate, Accounting and Finance
Hearst Corp. March 2014 - Present
The Daniel Group 2012 - 2014
Furr & Dulin 2008 - 2011
Babson Capital Management (formerly First Union IDM) 1998 - 2002
Wells Fargo (formerly Wachovia/First Union) 1997 - 1998
KPMG Peat Marwick January 1991 - 1995
Skills
Portfolio Management, Financial Analysis, Capital Markets, Asset Managment, Investments, Analytics, Private Equity, Financial Modeling, Microsoft Office, Management, Analysis, Forensic Accounting, Strategic Planning, CRM, Structured Finance, Public Speaking, Risk Management, Asset Management, Finance
Education
Vanderbilt University
M.B.A., Finance & Entrepreneurship
Miami University
B.S., Accountancy & Statistics
University of North Carolina at Charlotte
Forensic Accounting Certificate, Accounting and Finance
Fernando Ereneta Fernando Ereneta's KPMG Peat Marwick Experience 1993 - 1997
Job Registered Principal, Financial Advisor, Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
The Morton Arboretum April 2015 - Present
Raymond James Financial Services Inc., Member FINRA/SIPC February 2009 - Present
Convene 2009 - Present
Smith Barney 1997 - 2009
KPMG Peat Marwick 1993 - 1997
Skills
Strategic Financial..., Financial Analysis, Alternative Investments, Estate Planning, Series 7, Wealth Management
Education
Marquette University 1989 — 1993
B.S., Accounting
Benet Academy 1985 — 1989
St. Joan of Arc 1977 — 1985
The Morton Arboretum April 2015 - Present
Raymond James Financial Services Inc., Member FINRA/SIPC February 2009 - Present
Convene 2009 - Present
Smith Barney 1997 - 2009
KPMG Peat Marwick 1993 - 1997
Skills
Strategic Financial..., Financial Analysis, Alternative Investments, Estate Planning, Series 7, Wealth Management
Education
Marquette University 1989 — 1993
B.S., Accounting
Benet Academy 1985 — 1989
St. Joan of Arc 1977 — 1985
Karen Bleakley, MLIS Karen Bleakley, MLIS's KPMG Peat Marwick Experience May 1988 - October 1993
Job Professional Librarian & Knowledge Manager
Industry Research
Experience
PwC October 2006 - February 2015
PwC October 1998 - September 2006
PwC November 1993 - September 1998
KPMG Peat Marwick May 1988 - October 1993
Skills
Research, Content Management, Knowledge Management, Training, Requirements Analysis, Change Management, Taxonomy, Governance, Non-profit Board..., Professional Services, Strategic Planning, Document Management, Intranet, Social Networking, Collaboration Tools, Information Management, Management, Leadership, Strategy
Education
McGill University 1990 — 1994
Certificate, Computer-Based Information Systems
McGill University 1987 — 1989
MLIS, Library and Information Studies
McGill University School of Information Studies 1987 — 1989
Master of Library & Information Studies
McGill University 1983 — 1987
BA, Psychology
CEGEP - Champlain 1981 — 1983
DEC, Social Studies
PwC October 2006 - February 2015
PwC October 1998 - September 2006
PwC November 1993 - September 1998
KPMG Peat Marwick May 1988 - October 1993
Skills
Research, Content Management, Knowledge Management, Training, Requirements Analysis, Change Management, Taxonomy, Governance, Non-profit Board..., Professional Services, Strategic Planning, Document Management, Intranet, Social Networking, Collaboration Tools, Information Management, Management, Leadership, Strategy
Education
McGill University 1990 — 1994
Certificate, Computer-Based Information Systems
McGill University 1987 — 1989
MLIS, Library and Information Studies
McGill University School of Information Studies 1987 — 1989
Master of Library & Information Studies
McGill University 1983 — 1987
BA, Psychology
CEGEP - Champlain 1981 — 1983
DEC, Social Studies
Peter Dessain's KPMG Peat Marwick Experience December 1991 - April 1994
Job Senior Manager, Accenture Strategy
Industry Management Consulting
Experience
Accenture May 2010 - Present
Capgemini Consulting 2009 - May 2010
Deloitte 2006 - 2009
DaimlerChrysler Financial Services August 1998 - October 2006
Electronic Data Systems April 1995 - April 1998
KPMG Peat Marwick December 1991 - April 1994
Skills
Operating Models, Strategy, Business Transformation, Business Development, Project Delivery, Business Process, Sarbanes-Oxley Act, Offshoring, Risk Management, Consulting, PMO, Strategic Planning, Shared Services, CRM, Process Improvement, Management Consulting, Governance, Finance, Program Management, Order to Cash, Managerial Finance, Mergers & Acquisitions, Leadership, Organizational Design, Business Analytics, Business Analysis, Business Strategy, Finance Transformation, Strategic Sourcing, Project Management, Financial Analysis, Analytics, Management, Business Process..., Business Process..., Change Management, Operational Excellence, Strategic Consulting, Business Intelligence, Performance Improvement, Financial Services, Business Process Design, Business Case, Outsourcing, ERP, Acquisition Integration, Enterprise Risk..., Financial Modeling, Project Portfolio..., Analysis
Education
Michigan State University - The Eli Broad Graduate School of Management 1984 — 1991
MBA, Accounting
Accenture May 2010 - Present
Capgemini Consulting 2009 - May 2010
Deloitte 2006 - 2009
DaimlerChrysler Financial Services August 1998 - October 2006
Electronic Data Systems April 1995 - April 1998
KPMG Peat Marwick December 1991 - April 1994
Skills
Operating Models, Strategy, Business Transformation, Business Development, Project Delivery, Business Process, Sarbanes-Oxley Act, Offshoring, Risk Management, Consulting, PMO, Strategic Planning, Shared Services, CRM, Process Improvement, Management Consulting, Governance, Finance, Program Management, Order to Cash, Managerial Finance, Mergers & Acquisitions, Leadership, Organizational Design, Business Analytics, Business Analysis, Business Strategy, Finance Transformation, Strategic Sourcing, Project Management, Financial Analysis, Analytics, Management, Business Process..., Business Process..., Change Management, Operational Excellence, Strategic Consulting, Business Intelligence, Performance Improvement, Financial Services, Business Process Design, Business Case, Outsourcing, ERP, Acquisition Integration, Enterprise Risk..., Financial Modeling, Project Portfolio..., Analysis
Education
Michigan State University - The Eli Broad Graduate School of Management 1984 — 1991
MBA, Accounting
Ted Valin Ted Valin's KPMG Peat Marwick Experience 1993 - 1996
Job Vice President, Finance at DHL/Exel Supply Chain
Industry Logistics and Supply Chain
Experience
Exel Supply Chain / Deutsch-Post DHL October 2012 - Present
Exel Supply Chain / Deutsch-Post DHL September 2007 - October 2012
Limited Brands June 2006 - July 2007
American Eagle Outfitters May 2004 - May 2006
American Eagle Outfitters 2000 - 2004
Limited Brands 1996 - 2000
KPMG Peat Marwick 1993 - 1996
Skills
Strategic Planning, Strategy, Financial Analysis, Financial Reporting, Staff Development, Increased Profitability, Contract Negotiation, Decision Support, Market Research, Financial Statement..., Communication, Team Facilitation, Collaboration
Education
Miami University 1989 — 1993
St. Thomas Aquinas High School 1985 — 1989
Exel Supply Chain / Deutsch-Post DHL October 2012 - Present
Exel Supply Chain / Deutsch-Post DHL September 2007 - October 2012
Limited Brands June 2006 - July 2007
American Eagle Outfitters May 2004 - May 2006
American Eagle Outfitters 2000 - 2004
Limited Brands 1996 - 2000
KPMG Peat Marwick 1993 - 1996
Skills
Strategic Planning, Strategy, Financial Analysis, Financial Reporting, Staff Development, Increased Profitability, Contract Negotiation, Decision Support, Market Research, Financial Statement..., Communication, Team Facilitation, Collaboration
Education
Miami University 1989 — 1993
St. Thomas Aquinas High School 1985 — 1989
Robert Winter's KPMG Peat Marwick Experience 1995 - 1995
Job Executive / VP Business Technology | Emerging Markets | Global IT & Business Development
Industry Information Technology and Services
Experience
Kavo Kerr Group (formerly Sybron Dental Specialties) March 2013 - Present
Sybron Dental Specialties (Kavo Kerr Group) November 2009 - March 2013
Sybron Dental Specialties 1997 - December 2009
Sybron Dental Specialties 1995 - 1997
KPMG Peat Marwick 1995 - 1995
Sequent Computer Systems 1990 - 1995
Modcomp 1989 - 1990
Reuters - Rich Division 1986 - 1989
Skills
Cross-functional Team..., Global Organizational..., Emerging Markets, IT Strategy, Integration, Medical Devices, Process Improvement, IT Management, Product Development, Disaster Recovery, Vendor Management, Information Technology, Business Continuity, Product Launch, Continuous Improvement, Business Development, New Business Development, Business Intelligence, Active Directory, ERP, Professional Services, Go-to-market Strategy, Program Management, SharePoint, System Deployment, Security, Business Process, Global Strategy, Product Marketing, Quality System, FDA, Storage Area Networks, Data Center, Management, Leadership, Enterprise Software, Strategic Planning, Infrastructure
Education
Michigan Technological University 1981 — 1986
Bachelor’s Degree, Electrical Engineering/Computer Engineering
Kavo Kerr Group (formerly Sybron Dental Specialties) March 2013 - Present
Sybron Dental Specialties (Kavo Kerr Group) November 2009 - March 2013
Sybron Dental Specialties 1997 - December 2009
Sybron Dental Specialties 1995 - 1997
KPMG Peat Marwick 1995 - 1995
Sequent Computer Systems 1990 - 1995
Modcomp 1989 - 1990
Reuters - Rich Division 1986 - 1989
Skills
Cross-functional Team..., Global Organizational..., Emerging Markets, IT Strategy, Integration, Medical Devices, Process Improvement, IT Management, Product Development, Disaster Recovery, Vendor Management, Information Technology, Business Continuity, Product Launch, Continuous Improvement, Business Development, New Business Development, Business Intelligence, Active Directory, ERP, Professional Services, Go-to-market Strategy, Program Management, SharePoint, System Deployment, Security, Business Process, Global Strategy, Product Marketing, Quality System, FDA, Storage Area Networks, Data Center, Management, Leadership, Enterprise Software, Strategic Planning, Infrastructure
Education
Michigan Technological University 1981 — 1986
Bachelor’s Degree, Electrical Engineering/Computer Engineering
Rhonda Linovitz Rhonda Linovitz's KPMG Peat Marwick Experience September 1985 - April 1991
Job Finance Director, Contract Administration Team at American Red Cross
Industry Accounting
Experience
American Red Cross July 2014 - Present
American Red Cross July 2013 - July 2014
American Red Cross June 2008 - June 2013
The Nielsen Company November 2002 - March 2008
ECI Telecom January 1999 - November 2002
American Language Academy July 1996 - December 1997
Lucas Industries Inc April 1991 - June 1997
KPMG Peat Marwick September 1985 - April 1991
Skills
Forecasting, Financial Reporting, Financial Analysis, Accounting, Process Improvement, Mergers, Budgets, Internal Controls, Cash Flow, Auditing, Corporate Finance, Strategic Planning, General Ledger, Strategy, Finance, Analysis, Management, Accounts Payable, Leadership, Accounts Receivable, GAAP, Telecommunications, Mergers & Acquisitions, Banking, Consolidation, Payroll, Variance Analysis, Managerial Finance
Education
Michigan State University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Oak Park High
American Red Cross July 2014 - Present
American Red Cross July 2013 - July 2014
American Red Cross June 2008 - June 2013
The Nielsen Company November 2002 - March 2008
ECI Telecom January 1999 - November 2002
American Language Academy July 1996 - December 1997
Lucas Industries Inc April 1991 - June 1997
KPMG Peat Marwick September 1985 - April 1991
Skills
Forecasting, Financial Reporting, Financial Analysis, Accounting, Process Improvement, Mergers, Budgets, Internal Controls, Cash Flow, Auditing, Corporate Finance, Strategic Planning, General Ledger, Strategy, Finance, Analysis, Management, Accounts Payable, Leadership, Accounts Receivable, GAAP, Telecommunications, Mergers & Acquisitions, Banking, Consolidation, Payroll, Variance Analysis, Managerial Finance
Education
Michigan State University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Oak Park High
Ray Jordan Ray Jordan's KPMG Peat Marwick Experience 1982 - 1989
Job Principal at Isler Northwest LLC
Industry Accounting
Experience
Isler Northwest LLC November 2014 - Present
Perkins & Co January 2014 - October 2014
Ray Jordan, PC January 1991 - December 2013
KPMG Peat Marwick 1982 - 1989
PricewaterhouseCoopers 1966 - 1982
US Navy 1968 - 1971
Skills
Expatriate Tax, Income Tax, International Tax..., Tax, Real Estate, Professional Services, Tax Compliance, Accounting, Small Business, Tax Preparation, Corporate Tax, Management Consulting, CPA, IRS, Employee Benefits, Nonprofits, Tax Advisory, Financial Planners, Trusts, Finance, Partnership Taxation, Tax Research, International Tax, QuickBooks, Tax Accounting, Tax Law, Forensic Accounting, US GAAP, Estate Tax Planning, GAAP, Payroll Taxes, Tax Returns, High Net Worth...
Education
The George Washington University - School of Business 1966 — 1968
MASTERS, BUSINESS ADMINISTRATION
Mount Saint Mary's College 1962 — 1966
BS, Accounting
Isler Northwest LLC November 2014 - Present
Perkins & Co January 2014 - October 2014
Ray Jordan, PC January 1991 - December 2013
KPMG Peat Marwick 1982 - 1989
PricewaterhouseCoopers 1966 - 1982
US Navy 1968 - 1971
Skills
Expatriate Tax, Income Tax, International Tax..., Tax, Real Estate, Professional Services, Tax Compliance, Accounting, Small Business, Tax Preparation, Corporate Tax, Management Consulting, CPA, IRS, Employee Benefits, Nonprofits, Tax Advisory, Financial Planners, Trusts, Finance, Partnership Taxation, Tax Research, International Tax, QuickBooks, Tax Accounting, Tax Law, Forensic Accounting, US GAAP, Estate Tax Planning, GAAP, Payroll Taxes, Tax Returns, High Net Worth...
Education
The George Washington University - School of Business 1966 — 1968
MASTERS, BUSINESS ADMINISTRATION
Mount Saint Mary's College 1962 — 1966
BS, Accounting
Stan Hogrebe Stan Hogrebe's KPMG Peat Marwick Experience 1987 - 1994
Job President, Dazor Manufacturing Corp.
Industry Electrical/Electronic Manufacturing
Experience
Missouri District Export Council January 2012 - Present
Dazor Manufacturing Corp. May 1994 - Present
Accredited Gemologists Association July 2007 - March 2011
KPMG August 1988 - May 1994
KPMG Peat Marwick 1987 - 1994
Skills
Mergers, Electronics, Manufacturing, International Business, Product Development, Program Management, Leadership, Entrepreneurship, Contract Negotiation, New Business Development, Start-ups, Market Research, Product Marketing, Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Business Strategy, Management, Strategic Planning, Sales Management
Education
Missouri State University 1983 — 1987
Accounting and Finance
Missouri District Export Council January 2012 - Present
Dazor Manufacturing Corp. May 1994 - Present
Accredited Gemologists Association July 2007 - March 2011
KPMG August 1988 - May 1994
KPMG Peat Marwick 1987 - 1994
Skills
Mergers, Electronics, Manufacturing, International Business, Product Development, Program Management, Leadership, Entrepreneurship, Contract Negotiation, New Business Development, Start-ups, Market Research, Product Marketing, Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Business Strategy, Management, Strategic Planning, Sales Management
Education
Missouri State University 1983 — 1987
Accounting and Finance
Deborah Kane, LEED GA Deborah Kane, LEED GA's KPMG Peat Marwick Experience January 1997 - April 1997
Job Architecture & Planning Professional
Industry Architecture & Planning
Experience
New Jersey Institute of Technology September 2006 - May 2009
Rosen Group Architecture Design 2007 - 2008
Kane, CPA January 2000 - January 2006
Pollakoff, Weismann, Leen LLP January 1998 - January 2001
KPMG Peat Marwick January 1997 - April 1997
Schering-Plough Corporation January 1992 - January 1996
Schering-Plough Corporation September 1992 - March 1994
Schering-Plough Pharmaceuticals January 1991 - December 1992
Prudential Financial January 1989 - January 1991
Skills
Revit, Sustainable Design, Construction, Sustainability, Architecture, Accounting, Financial Analysis, Architectural Drawings, Project Planning
Education
New Jersey Institute of Technology 2006 — 2009
MArch, architecture
Università degli Studi di Siena 2008 — 2008
MArch, Architecture
Seton Hall University
BS, Finance
John F. Kennedy Memorial HS
New Jersey Institute of Technology September 2006 - May 2009
Rosen Group Architecture Design 2007 - 2008
Kane, CPA January 2000 - January 2006
Pollakoff, Weismann, Leen LLP January 1998 - January 2001
KPMG Peat Marwick January 1997 - April 1997
Schering-Plough Corporation January 1992 - January 1996
Schering-Plough Corporation September 1992 - March 1994
Schering-Plough Pharmaceuticals January 1991 - December 1992
Prudential Financial January 1989 - January 1991
Skills
Revit, Sustainable Design, Construction, Sustainability, Architecture, Accounting, Financial Analysis, Architectural Drawings, Project Planning
Education
New Jersey Institute of Technology 2006 — 2009
MArch, architecture
Università degli Studi di Siena 2008 — 2008
MArch, Architecture
Seton Hall University
BS, Finance
John F. Kennedy Memorial HS
David Gerlack David Gerlack's KPMG Peat Marwick Experience April 1996 - April 1998
Job at State Street International Fund Services
Industry Financial Services
Experience
State Street - International Fund Services May 2015 - Present
S&Z Fund Services, LLC September 2009 - April 2015
Deloitte April 1998 - February 2009
KPMG Peat Marwick April 1996 - April 1998
KPMG Peat Marwick April 1995 - April 1996
KPMG Peat Marwick March 1992 - April 1995
Chemical Bank Corporation December 1990 - March 1992
Telerate August 1988 - December 1990
Skills
Fixed Income, Financial Modeling, Portfolio Management, Structured Finance, Due Diligence, Structured Products, Financial Analysis, Valuation, Securitization, Financial Reporting, Alternative Investments, Derivatives, Financial Services, Finance, Hedge Funds
Education
New York Institute of Technology
MCS, Computer Science
New York Institute of Technology
BS, Electrical / Computer
New York University
Certificate in Financial Markets, Certificate in Financial Markets
State Street - International Fund Services May 2015 - Present
S&Z Fund Services, LLC September 2009 - April 2015
Deloitte April 1998 - February 2009
KPMG Peat Marwick April 1996 - April 1998
KPMG Peat Marwick April 1995 - April 1996
KPMG Peat Marwick March 1992 - April 1995
Chemical Bank Corporation December 1990 - March 1992
Telerate August 1988 - December 1990
Skills
Fixed Income, Financial Modeling, Portfolio Management, Structured Finance, Due Diligence, Structured Products, Financial Analysis, Valuation, Securitization, Financial Reporting, Alternative Investments, Derivatives, Financial Services, Finance, Hedge Funds
Education
New York Institute of Technology
MCS, Computer Science
New York Institute of Technology
BS, Electrical / Computer
New York University
Certificate in Financial Markets, Certificate in Financial Markets
Donald Reppert Donald Reppert's KPMG Peat Marwick Experience 1997 - 1999
Job Managing Director, Fresh Eyes Consulting
Industry Management Consulting
Experience
Fresh Eyes Consulting January 2001 - Present
Aerodynamics Inc. July 2011 - September 2012
MicroEdge 2001 - 2002
KPMG Peat Marwick 1997 - 1999
IBM January 1995 - April 1997
Bachman Information Systems 1989 - 1992
Execucom Inc 1985 - 1989
Service Bureau Company 1978 - 1984
Skills
Project Planning, Strategic Partnerships, Sales, Marketing Strategy, SaaS, Process Improvement, Telecommunications, Consulting, Sales Management, Leadership, Management, Business Development, Start-ups, Strategy, Product Management, Management Consulting, Business Strategy, New Business Development, Program Management, Account Management, Marketing, Contract Negotiation, Competitive Analysis, Business Planning, Strategic Planning, Project Management, Solution Selling, CRM, Team Building, Professional Services, Negotiation, Cloud Computing, Operations Management, Salesforce.com, Outsourcing, Enterprise Software, Team Leadership, Business Process..., Business Intelligence
Education
Miami University 1968 — 1972
BS, Systems Analysis
Miami University
Bachelor of Science (B.S.), Computer Systems Analysis
Fresh Eyes Consulting January 2001 - Present
Aerodynamics Inc. July 2011 - September 2012
MicroEdge 2001 - 2002
KPMG Peat Marwick 1997 - 1999
IBM January 1995 - April 1997
Bachman Information Systems 1989 - 1992
Execucom Inc 1985 - 1989
Service Bureau Company 1978 - 1984
Skills
Project Planning, Strategic Partnerships, Sales, Marketing Strategy, SaaS, Process Improvement, Telecommunications, Consulting, Sales Management, Leadership, Management, Business Development, Start-ups, Strategy, Product Management, Management Consulting, Business Strategy, New Business Development, Program Management, Account Management, Marketing, Contract Negotiation, Competitive Analysis, Business Planning, Strategic Planning, Project Management, Solution Selling, CRM, Team Building, Professional Services, Negotiation, Cloud Computing, Operations Management, Salesforce.com, Outsourcing, Enterprise Software, Team Leadership, Business Process..., Business Intelligence
Education
Miami University 1968 — 1972
BS, Systems Analysis
Miami University
Bachelor of Science (B.S.), Computer Systems Analysis
Nancy Line Nancy Line's KPMG Peat Marwick Experience 1996 - 2000
Job Office Accountant at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors February 2015 - Present
World Group, LLC June 2012 - February 2015
BKD LLP March 2007 - May 2012
Topco Associates LLC 2005 - 2007
Topco Associates LLC 2000 - 2005
KPMG Peat Marwick 1996 - 2000
Education
Marquette University 1992 — 1996
BS, Accounting
BKD CPAs & Advisors February 2015 - Present
World Group, LLC June 2012 - February 2015
BKD LLP March 2007 - May 2012
Topco Associates LLC 2005 - 2007
Topco Associates LLC 2000 - 2005
KPMG Peat Marwick 1996 - 2000
Education
Marquette University 1992 — 1996
BS, Accounting
Steven Odgers Steven Odgers's KPMG Peat Marwick Experience 1997 - 1998
Job Senior Financial Analyst at HoffmannLa Roche Inc.
Industry Biotechnology
Experience
Hoffmann-La Roche 2005 - Present
Nestle 2010 - 2013
Hoffmann-La Roche 2000 - 2005
Hoffmann-La Roche 1998 - 2000
KPMG Peat Marwick 1997 - 1998
Arthur Andersen & Co. 1995 - 1996
Skills
Accounting, Financial Analysis, Forecasting, Accounts Payable, Cross-functional Team..., Internal Controls, General Ledger, Auditing, Budgets, Process Improvement, Tax, Finance, Analysis, SAP, Management, Financial Reporting, Business Planning, Variance Analysis, GAAP, IFRS, Financial Audits, Hyperion Enterprise, Sarbanes-Oxley Act, Consolidation, Managerial Finance, Cost Accounting, Invoicing, Strategic Financial..., Financial Forecasting, Hyperion
Education
Montclair State University 2005 — 2010
MBA, Finance
Montclair State University 1992 — 1995
BS, Business Administration / Accounting
William Paterson University of New Jersey 1989 — 1991
Accounting
Hoffmann-La Roche 2005 - Present
Nestle 2010 - 2013
Hoffmann-La Roche 2000 - 2005
Hoffmann-La Roche 1998 - 2000
KPMG Peat Marwick 1997 - 1998
Arthur Andersen & Co. 1995 - 1996
Skills
Accounting, Financial Analysis, Forecasting, Accounts Payable, Cross-functional Team..., Internal Controls, General Ledger, Auditing, Budgets, Process Improvement, Tax, Finance, Analysis, SAP, Management, Financial Reporting, Business Planning, Variance Analysis, GAAP, IFRS, Financial Audits, Hyperion Enterprise, Sarbanes-Oxley Act, Consolidation, Managerial Finance, Cost Accounting, Invoicing, Strategic Financial..., Financial Forecasting, Hyperion
Education
Montclair State University 2005 — 2010
MBA, Finance
Montclair State University 1992 — 1995
BS, Business Administration / Accounting
William Paterson University of New Jersey 1989 — 1991
Accounting
Jeanne C. Blackmore Jeanne C. Blackmore's KPMG Peat Marwick Experience 1994 - 1997
Job Shareholder at Gravel & Shea PC
Industry Law Practice
Experience
Gravel & Shea PC Attorneys at Law April 2009 - Present
Ernst & Young July 1997 - November 2008
KPMG Peat Marwick 1994 - 1997
Skills
Renewable Energy, Estate Planning, Probate, Trusts, Tax Law
Education
New York University School of Law 1993 — 1994
Master of Laws (LLM), Taxation
University of San Diego School of Law 1990 — 1993
Juris Doctor (J.D.)
St. John's College (MD) 1985 — 1989
Bachelor's Degree, Philosophy, Mathematics
Gravel & Shea PC Attorneys at Law April 2009 - Present
Ernst & Young July 1997 - November 2008
KPMG Peat Marwick 1994 - 1997
Skills
Renewable Energy, Estate Planning, Probate, Trusts, Tax Law
Education
New York University School of Law 1993 — 1994
Master of Laws (LLM), Taxation
University of San Diego School of Law 1990 — 1993
Juris Doctor (J.D.)
St. John's College (MD) 1985 — 1989
Bachelor's Degree, Philosophy, Mathematics
Mark Aquadro Mark Aquadro's KPMG Peat Marwick Experience 1984 - 1987
Job Of Counsel at Martin Tate Morrow & Marston, P.C.
Industry Law Practice
Experience
Martin Tate Morrow & Marston, P.C. 2006 - Present
Watkins Ludlam Winter & Stennis, P.A. 1995 - 2006
Mark S. Aquadro, CPA 1991 - 1995
Holiday Corporation 1987 - 1990
KPMG Peat Marwick 1984 - 1987
Hirsberg & Byrd, CPA's 1982 - 1984
Skills
Tax Controversy, Incentives, Tax, Appeals, State Tax, Tax Law, Corporate Law, Tax Research, LLC, Auditing, Trusts, Estate Tax Planning, Corporate Tax, CPA, Gift Tax, Entity Extraction, Business Transactions, Business Formation, US Tax, Cross-border..., Property Tax, Mergers & Acquisitions, Civil Litigation, Commercial Litigation, Litigation, Tax-exempt, Sales & Use Tax, Tax Accounting
Education
New York University School of Law 1994 — 1995
LL.M. (in Taxation), Taxation
University of Mississippi School of Law 1992 — 1994
J.D., Law
Memphis State University
M.S. (Accounting with concentration in Taxation), Taxation
Memphis State University 1977 — 1981
B.B.A., Accounting, Taxation
Martin Tate Morrow & Marston, P.C. 2006 - Present
Watkins Ludlam Winter & Stennis, P.A. 1995 - 2006
Mark S. Aquadro, CPA 1991 - 1995
Holiday Corporation 1987 - 1990
KPMG Peat Marwick 1984 - 1987
Hirsberg & Byrd, CPA's 1982 - 1984
Skills
Tax Controversy, Incentives, Tax, Appeals, State Tax, Tax Law, Corporate Law, Tax Research, LLC, Auditing, Trusts, Estate Tax Planning, Corporate Tax, CPA, Gift Tax, Entity Extraction, Business Transactions, Business Formation, US Tax, Cross-border..., Property Tax, Mergers & Acquisitions, Civil Litigation, Commercial Litigation, Litigation, Tax-exempt, Sales & Use Tax, Tax Accounting
Education
New York University School of Law 1994 — 1995
LL.M. (in Taxation), Taxation
University of Mississippi School of Law 1992 — 1994
J.D., Law
Memphis State University
M.S. (Accounting with concentration in Taxation), Taxation
Memphis State University 1977 — 1981
B.B.A., Accounting, Taxation
Adil Aibara's KPMG Peat Marwick Experience March 1993 - June 1994
Job IT Professional with Consulting, Process, Development and Support experience
Industry Financial Services
Experience
Capital One Financial 2000 - Present
Chesapeake Software LLC 1998 - 2000
Potomac Software 1994 - 1998
Cardinal Network (USA) 1994 - 1995
KPMG Peat Marwick March 1993 - June 1994
Princeton Software 1987 - 1993
Tata July 1985 - May 1987
Skills
Team Leadership, People Development, Relationship Building, Process Improvement, Project Planning, Business Analysis, SDLC, Vendor Management, IT Strategy, Management, Project Management, Requirements Analysis
Education
The George Washington University 2005 — 2006
Master of Project Management, Project Management
Narsee Monjee Institute of Management Studies 1983 — 1985
MMS - Financial Management, Financial and Accounting Management
Capital One Financial 2000 - Present
Chesapeake Software LLC 1998 - 2000
Potomac Software 1994 - 1998
Cardinal Network (USA) 1994 - 1995
KPMG Peat Marwick March 1993 - June 1994
Princeton Software 1987 - 1993
Tata July 1985 - May 1987
Skills
Team Leadership, People Development, Relationship Building, Process Improvement, Project Planning, Business Analysis, SDLC, Vendor Management, IT Strategy, Management, Project Management, Requirements Analysis
Education
The George Washington University 2005 — 2006
Master of Project Management, Project Management
Narsee Monjee Institute of Management Studies 1983 — 1985
MMS - Financial Management, Financial and Accounting Management
Eric Eileraas's KPMG Peat Marwick Experience 1993 - 1995
Job Global Innovation Leader at The Goodyear Tire & Rubber Company
Industry Automotive
Experience
Universal Weather and Aviation 2008 - 2011
Dell, Inc. 2005 - 2008
Cisco Systems 2000 - 2005
Snapfish.com 2000 - 2000
Lyondell Chemical Company 1997 - 2000
Mercer Management Consulting 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Stolt-Nielsen Limited 1992 - 1992
Ford Motor Company 1989 - 1991
Skills
Supply Chain Management, Product Development, Procurement, Process Improvement, Transportation, Strategic Planning, Risk Management, Strategic Sourcing, Supply Chain, Logistics, Sales Enablement, Global Sourcing, Spend Analysis, Supply Chain..., Continuous Improvement, Operations Management, Six Sigma, Vendor Management, Cross-functional Team..., Mergers, Business Strategy, Manufacturing, Product Launch, Logistics Management, Business Process..., Business Development, Leadership, Contract Negotiation, Supply Management, Negotiation, Executive Management, Innovation, Engineering Management, Global Logistics, Distribution Network..., Supplier Management, Operational Excellence, Strategy Development, Benchmarking, Cost Reduction, Reverse Logistics, International Shipping, Hotel Contract..., Supplier Negotiations, Forecasting, Strategy, Aerospace, Program Management, Management, ERP
Education
Kellogg School of Management 1991 — 1993
MBA
Northwestern University 1991 — 1993
Masters
Massachusetts Institute of Technology 1985 — 1989
BS
United World College of the American West 1983 — 1985
Universal Weather and Aviation 2008 - 2011
Dell, Inc. 2005 - 2008
Cisco Systems 2000 - 2005
Snapfish.com 2000 - 2000
Lyondell Chemical Company 1997 - 2000
Mercer Management Consulting 1995 - 1997
KPMG Peat Marwick 1993 - 1995
Stolt-Nielsen Limited 1992 - 1992
Ford Motor Company 1989 - 1991
Skills
Supply Chain Management, Product Development, Procurement, Process Improvement, Transportation, Strategic Planning, Risk Management, Strategic Sourcing, Supply Chain, Logistics, Sales Enablement, Global Sourcing, Spend Analysis, Supply Chain..., Continuous Improvement, Operations Management, Six Sigma, Vendor Management, Cross-functional Team..., Mergers, Business Strategy, Manufacturing, Product Launch, Logistics Management, Business Process..., Business Development, Leadership, Contract Negotiation, Supply Management, Negotiation, Executive Management, Innovation, Engineering Management, Global Logistics, Distribution Network..., Supplier Management, Operational Excellence, Strategy Development, Benchmarking, Cost Reduction, Reverse Logistics, International Shipping, Hotel Contract..., Supplier Negotiations, Forecasting, Strategy, Aerospace, Program Management, Management, ERP
Education
Kellogg School of Management 1991 — 1993
MBA
Northwestern University 1991 — 1993
Masters
Massachusetts Institute of Technology 1985 — 1989
BS
United World College of the American West 1983 — 1985
Robert K. Vega's KPMG Peat Marwick Experience 1990 - 1992
Job
Industry Computer & Network Security
Experience
RSA The Security Division of EMC May 2012 - Present
Qualys 2009 - 2012
Utimaco 2007 - 2009
Qualys Inc. 2003 - 2007
NetSec Inc. 2001 - 2003
Computer Associates/ Platinum Technologies / Memco Software 1996 - 2000
Salomon Brothers 1992 - 1996
KPMG Peat Marwick 1990 - 1992
Skills
Security, CISSP, Vulnerability Management, Sales Engineering, SaaS, Cloud Computing, Computer Security, Solution Selling, Compliance, IT Governance, Identity Management, Pre-sales, Information Security..., Vulnerability Assessment, Network Security, Encryption, Governance, PCI DSS, Information Security, Enterprise Software
Education
New York Institute of Technology 1990 — 1992
MBA
New York Institute of Technology 1983 — 1987
BT
RSA The Security Division of EMC May 2012 - Present
Qualys 2009 - 2012
Utimaco 2007 - 2009
Qualys Inc. 2003 - 2007
NetSec Inc. 2001 - 2003
Computer Associates/ Platinum Technologies / Memco Software 1996 - 2000
Salomon Brothers 1992 - 1996
KPMG Peat Marwick 1990 - 1992
Skills
Security, CISSP, Vulnerability Management, Sales Engineering, SaaS, Cloud Computing, Computer Security, Solution Selling, Compliance, IT Governance, Identity Management, Pre-sales, Information Security..., Vulnerability Assessment, Network Security, Encryption, Governance, PCI DSS, Information Security, Enterprise Software
Education
New York Institute of Technology 1990 — 1992
MBA
New York Institute of Technology 1983 — 1987
BT
Audrey Sullivan's KPMG Peat Marwick Experience 1987 - 1991
Job
Industry Management Consulting
Experience
Liniom Partners LLP March 2007 - Present
Intellego Solutions LLC September 2002 - March 2007
Northrop Grumman Information Technology February 2001 - September 2002
TASC 1999 - 2001
TASC 1995 - 1999
LTX Corporation 1991 - 1995
KPMG Peat Marwick 1987 - 1991
Education
Merrimack College 1983 — 1987
BS, Business Administration
Bishop Fenwick High School 1978 — 1982
TINE
TINE
TINE
Liniom Partners LLP March 2007 - Present
Intellego Solutions LLC September 2002 - March 2007
Northrop Grumman Information Technology February 2001 - September 2002
TASC 1999 - 2001
TASC 1995 - 1999
LTX Corporation 1991 - 1995
KPMG Peat Marwick 1987 - 1991
Education
Merrimack College 1983 — 1987
BS, Business Administration
Bishop Fenwick High School 1978 — 1982
TINE
TINE
TINE
Sharon Pidgeon's KPMG Peat Marwick Experience 1995 - 1996
Job
Industry Information Technology and Services
Experience
Extreme Reach June 2015 - Present
Talent Partners July 2014 - Present
Independent Consultant September 2013 - Present
CBS February 2012 - July 2013
Donovan Data Systems October 2006 - February 2012
Dendrite August 2001 - October 2006
Cegedim Dendrite 2001 - 2006
Software Associates International 2001 - 2003
PricewaterhouseCoopers 1997 - 2001
KPMG Peat Marwick 1995 - 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Business Intelligence, Software Project..., Project Management, Enterprise Architecture, Analytics, Vendor Management, Software Development, Process Improvement, Visio, Integration, IT Strategy, CRM, Requirements Gathering, SharePoint, Change Management, Product Management, SaaS, Agile Project Management, Business Process..., Business Process, PMP, Business Workflows, Microsoft Excel, Cross-functional Team..., Program Management, Workflow
Education
University of Pennsylvania 1984 — 1988
BA
University of Pennsylvania 2010 — 2010
Certificate
Montclair State University 2011 — 2016
Master's degree
Extreme Reach June 2015 - Present
Talent Partners July 2014 - Present
Independent Consultant September 2013 - Present
CBS February 2012 - July 2013
Donovan Data Systems October 2006 - February 2012
Dendrite August 2001 - October 2006
Cegedim Dendrite 2001 - 2006
Software Associates International 2001 - 2003
PricewaterhouseCoopers 1997 - 2001
KPMG Peat Marwick 1995 - 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Business Intelligence, Software Project..., Project Management, Enterprise Architecture, Analytics, Vendor Management, Software Development, Process Improvement, Visio, Integration, IT Strategy, CRM, Requirements Gathering, SharePoint, Change Management, Product Management, SaaS, Agile Project Management, Business Process..., Business Process, PMP, Business Workflows, Microsoft Excel, Cross-functional Team..., Program Management, Workflow
Education
University of Pennsylvania 1984 — 1988
BA
University of Pennsylvania 2010 — 2010
Certificate
Montclair State University 2011 — 2016
Master's degree
Jane (Hepperla) Menheer's KPMG Peat Marwick Experience 1987 - 1990
Job Chief Financial Officer at Dedicated Computing
Industry Electrical/Electronic Manufacturing
Experience
Dedicated Computing November 2011 - Present
Guaranty Financial Corp, Guaranty Bank (Wisconsin) 2005 - 2011
Direct Supply 1993 - 2005
KPMG Peat Marwick 1987 - 1990
Skills
Leadership, Strategic Planning, Strategy, Performance Management, Business Planning, Management, Team Building, Analysis, Finance, Auditing, Budgets, Accounting, Mergers & Acquisitions, Business Process, Process Improvement, Forecasting, Restructuring, Financial Analysis, Internal Audit, Executive Management, Financial Reporting
Education
Marquette University 1983 — 1987
BS Business Administration
Dedicated Computing November 2011 - Present
Guaranty Financial Corp, Guaranty Bank (Wisconsin) 2005 - 2011
Direct Supply 1993 - 2005
KPMG Peat Marwick 1987 - 1990
Skills
Leadership, Strategic Planning, Strategy, Performance Management, Business Planning, Management, Team Building, Analysis, Finance, Auditing, Budgets, Accounting, Mergers & Acquisitions, Business Process, Process Improvement, Forecasting, Restructuring, Financial Analysis, Internal Audit, Executive Management, Financial Reporting
Education
Marquette University 1983 — 1987
BS Business Administration
Lisa Rister's KPMG Peat Marwick Experience June 1981 - June 1984
Job Director, Strategy Execution
Industry Utilities
Experience
Gap Inc. August 2010 - Present
Gap, Inc. June 2009 - June 2011
Hub International Southwest May 2007 - October 2008
PNM Resources June 1984 - December 2006
KPMG Peat Marwick June 1981 - June 1984
Education
New Mexico State University 1977 — 1981
Bachelor of Accountancy, Accounting
Gap Inc. August 2010 - Present
Gap, Inc. June 2009 - June 2011
Hub International Southwest May 2007 - October 2008
PNM Resources June 1984 - December 2006
KPMG Peat Marwick June 1981 - June 1984
Education
New Mexico State University 1977 — 1981
Bachelor of Accountancy, Accounting
Richard Goddard's KPMG Peat Marwick Experience 1992 - 2002
Job Assurance Director at PwC
Industry Management Consulting
Experience
PwC April 2015 - Present
Navillus Partners, LLC. August 2013 - April 2014
Oracle January 2008 - July 2013
LogicalApps October 2002 - December 2007
KPMG Consulting 1996 - 2002
BearingPoint 1992 - 2002
KPMG Peat Marwick 1992 - 2002
Price Waterhouse 1989 - 1992
BAE Systems September 1984 - July 1989
Skills
Professional Services, Business Process, Enterprise Software, IT Strategy, Business Process..., Sarbanes-Oxley Act, SDLC, Solution Architecture, Management Consulting, Business Intelligence, ERP, Business Analysis, Program Management, Oracle E-Business Suite, Oracle Applications, IT GRC, Software Project..., Software Development, Requirements Analysis, Integration, Data Migration, Cloud Computing, SaaS, Pre-sales, Enterprise Architecture, PMO, Business Process Design, Business Process..., Data Warehousing, Business Transformation, Governance, Project Portfolio..., PMP, CRM, Oracle, Requirements Gathering, IT Management
Education
University of Newcastle-upon-Tyne 1985 — 1988
Bachelor of Engineering (BEng)
PwC April 2015 - Present
Navillus Partners, LLC. August 2013 - April 2014
Oracle January 2008 - July 2013
LogicalApps October 2002 - December 2007
KPMG Consulting 1996 - 2002
BearingPoint 1992 - 2002
KPMG Peat Marwick 1992 - 2002
Price Waterhouse 1989 - 1992
BAE Systems September 1984 - July 1989
Skills
Professional Services, Business Process, Enterprise Software, IT Strategy, Business Process..., Sarbanes-Oxley Act, SDLC, Solution Architecture, Management Consulting, Business Intelligence, ERP, Business Analysis, Program Management, Oracle E-Business Suite, Oracle Applications, IT GRC, Software Project..., Software Development, Requirements Analysis, Integration, Data Migration, Cloud Computing, SaaS, Pre-sales, Enterprise Architecture, PMO, Business Process Design, Business Process..., Data Warehousing, Business Transformation, Governance, Project Portfolio..., PMP, CRM, Oracle, Requirements Gathering, IT Management
Education
University of Newcastle-upon-Tyne 1985 — 1988
Bachelor of Engineering (BEng)
Bill Mongan, CPA's KPMG Peat Marwick Experience August 1988 - October 1993
Job Vice President Finance at Generac Power Systems, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Generac Power Systems July 2011 - Present
Generac Power Systems, Inc. November 2002 - July 2011
Generac Power Systems, Inc. April 2000 - November 2002
CNH Global October 1993 - April 2000
KPMG Peat Marwick August 1988 - October 1993
KPMG 1988 - 1993
Skills
Mergers & Acquisitions, Finance, Financial Reporting, Budgets, Accounting, Auditing, Forecasting, Analysis, Cost Accounting, Clutter Control, Process Improvement, Mergers, Tax
Education
Marquette University 1998 — 2001
MBA, general MBA
University of Wisconsin-Madison - School of Business 1984 — 1987
Accounting and Finance
Generac Power Systems July 2011 - Present
Generac Power Systems, Inc. November 2002 - July 2011
Generac Power Systems, Inc. April 2000 - November 2002
CNH Global October 1993 - April 2000
KPMG Peat Marwick August 1988 - October 1993
KPMG 1988 - 1993
Skills
Mergers & Acquisitions, Finance, Financial Reporting, Budgets, Accounting, Auditing, Forecasting, Analysis, Cost Accounting, Clutter Control, Process Improvement, Mergers, Tax
Education
Marquette University 1998 — 2001
MBA, general MBA
University of Wisconsin-Madison - School of Business 1984 — 1987
Accounting and Finance
Adriane Pittman's KPMG Peat Marwick Experience May 1997 - February 2000
Job Implementation Manager
Industry Consumer Goods
Troy Heppner's KPMG Peat Marwick Experience May 1991 - September 1994
Job EVP, Chief Financial Officer at Examinetics, Inc.
Industry Health, Wellness and Fitness
Experience
Examinetics, Inc. February 2001 - Present
Fireman's Fund Insurance Company July 1997 - February 2001
Crop Growers Corporation September 1994 - July 1997
KPMG Peat Marwick May 1991 - September 1994
Skills
Leadership, Mergers & Acquisitions, Training, Team Building, Customer Service, Analysis, Business Process..., Strategic Planning, Cross-functional Team..., Process Improvement, Fund Raising, Project Management
Education
Montana State University-Bozeman 1987 — 1991
Examinetics, Inc. February 2001 - Present
Fireman's Fund Insurance Company July 1997 - February 2001
Crop Growers Corporation September 1994 - July 1997
KPMG Peat Marwick May 1991 - September 1994
Skills
Leadership, Mergers & Acquisitions, Training, Team Building, Customer Service, Analysis, Business Process..., Strategic Planning, Cross-functional Team..., Process Improvement, Fund Raising, Project Management
Education
Montana State University-Bozeman 1987 — 1991
Vee Tierney's KPMG Peat Marwick Experience 2000 - 2005
Job Director at PwC
Industry Accounting
Experience
PwC October 2011 - Present
The Roseline Financial Group, LLC October 2005 - October 2011
KPMG June 2000 - October 2005
KPMG Peat Marwick 2000 - 2005
KPMG Peat Marwick 2000 - 2005
Skills
Tax Accounting, Accounting, Financial Planning, Tax Compliance, Corporate Tax, CPA, Financial Accounting, Financial Analysis, Tax, Income Tax, Financial Reporting, Strategic Financial..., Partnership Taxation, Tax Preparation, GAAP, Tax Research, Risk Management
Education
University of Virginia 1998 — 2000
Master of Accountancy, Taxation
Mary Baldwin College 1990 — 1994
Bachelors, Accounting
PwC October 2011 - Present
The Roseline Financial Group, LLC October 2005 - October 2011
KPMG June 2000 - October 2005
KPMG Peat Marwick 2000 - 2005
KPMG Peat Marwick 2000 - 2005
Skills
Tax Accounting, Accounting, Financial Planning, Tax Compliance, Corporate Tax, CPA, Financial Accounting, Financial Analysis, Tax, Income Tax, Financial Reporting, Strategic Financial..., Partnership Taxation, Tax Preparation, GAAP, Tax Research, Risk Management
Education
University of Virginia 1998 — 2000
Master of Accountancy, Taxation
Mary Baldwin College 1990 — 1994
Bachelors, Accounting
Tim Sherman's KPMG Peat Marwick Experience 1981 - 1985
Job Manager at GXS
Industry Information Technology and Services
Experience
GXS Program/Project ManagerGXS1994 - 2011
Gelco Information Network 2000 - 2003
Bell Atlantic Utility Systems 1992 - 1994
Deloitte & Touche 1985 - 1992
KPMG Peat Marwick 1981 - 1985
Education
Miami University 1974 — 1977
GXS Program/Project ManagerGXS1994 - 2011
Gelco Information Network 2000 - 2003
Bell Atlantic Utility Systems 1992 - 1994
Deloitte & Touche 1985 - 1992
KPMG Peat Marwick 1981 - 1985
Education
Miami University 1974 — 1977
Akiba (Duncan) Hall's KPMG Peat Marwick Experience 1990 - 1992
Job First Vice President, Director of SOX Program Manager
Industry Financial Services
Experience
SunTrust May 2014 - Present
SunTrust Bank June 2012 - May 2014
Protiviti Inc. October 2004 - June 2012
Deloitte January 1998 - October 2004
KPMG Peat Marwick 1990 - 1992
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Business Process..., Management Consulting, Sarbanes-Oxley, Auditing, Financial Analysis, Risk Management
Education
McGill University 1995 — 1997
MBA, Finance and International Business
University of the West Indies 1989 — 1992
BSc, Computer Science & Accounting
SunTrust May 2014 - Present
SunTrust Bank June 2012 - May 2014
Protiviti Inc. October 2004 - June 2012
Deloitte January 1998 - October 2004
KPMG Peat Marwick 1990 - 1992
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Business Process..., Management Consulting, Sarbanes-Oxley, Auditing, Financial Analysis, Risk Management
Education
McGill University 1995 — 1997
MBA, Finance and International Business
University of the West Indies 1989 — 1992
BSc, Computer Science & Accounting
Darrel Hopkins's KPMG Peat Marwick Experience August 1985 - July 1993
Job Controller at Prime, Inc.
Industry Transportation/Trucking/Railroad
Experience
Prime, Inc. December 1994 - Present
KPMG Peat Marwick August 1985 - July 1993
KPMG 1985 - 1993
Education
University of Kansas - Graduate School of Business 1988 — 1992
MBA, Business
Missouri State University 1981 — 1985
Prime, Inc. December 1994 - Present
KPMG Peat Marwick August 1985 - July 1993
KPMG 1985 - 1993
Education
University of Kansas - Graduate School of Business 1988 — 1992
MBA, Business
Missouri State University 1981 — 1985
Gregory Troy's KPMG Peat Marwick Experience 1987 - 1988
Job Attorney
Industry Law Practice
Experience
Troy & Associates, P.A. 1990 - Present
Lawyers For Life 1991 - 2001
Arthur Andersen 1988 - 1990
KPMG Peat Marwick 1987 - 1988
IRS 1985 - 1987
Education
William Mitchell College of Law 1984 — 1987
Saint John's University 1980 — 1984
BS, Accountancy
Troy & Associates, P.A. 1990 - Present
Lawyers For Life 1991 - 2001
Arthur Andersen 1988 - 1990
KPMG Peat Marwick 1987 - 1988
IRS 1985 - 1987
Education
William Mitchell College of Law 1984 — 1987
Saint John's University 1980 — 1984
BS, Accountancy
Janet T. Goulimis, MBA, SPHR, SHRM-SCP's KPMG Peat Marwick Experience 1986 - 1989
Job Experienced Human Resources Generalist
Industry Human Resources
Experience
PS228Q & PS149Q - NYC Department of Education October 2010 - Present
Blue Man Productions November 2009 - January 2010
U.S. Department of Commerce, U.S. Census Bureau April 2009 - October 2009
Anti-Defamation League December 2002 - December 2008
Circuit City October 2002 - December 2004
JP Morgan Chase May 1991 - November 2001
Ernst & Young LLP 1989 - 1991
KPMG Peat Marwick 1986 - 1989
Skills
Employee Relations, HRIS, Onboarding, Compensation Planning, Internal Communications, Workforce Planning, HRIS Database Management, Training Management, Human Resources, Personnel Management, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, PeopleSoft, SQL Report Writing, Recruiting, Training, Employee Benefits, Applicant Tracking..., Leadership, Payroll, Deferred Compensation, Policy, Hiring, Temporary Placement, Management, Employment Law, Interviews, New Hire Orientations, Time Management
Education
Kaplan University 2009 — 2011
Masters of Business Administration, Human Resources Management/Personnel Administration, General, GPA: 4.0
Marymount Manhattan College 1989 — 2007
BA, Business Management, Human Resources, GPA: 3.6 (Cum Laude)
St. John's Preparatory School
High School Diploma, Business
PS228Q & PS149Q - NYC Department of Education October 2010 - Present
Blue Man Productions November 2009 - January 2010
U.S. Department of Commerce, U.S. Census Bureau April 2009 - October 2009
Anti-Defamation League December 2002 - December 2008
Circuit City October 2002 - December 2004
JP Morgan Chase May 1991 - November 2001
Ernst & Young LLP 1989 - 1991
KPMG Peat Marwick 1986 - 1989
Skills
Employee Relations, HRIS, Onboarding, Compensation Planning, Internal Communications, Workforce Planning, HRIS Database Management, Training Management, Human Resources, Personnel Management, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, PeopleSoft, SQL Report Writing, Recruiting, Training, Employee Benefits, Applicant Tracking..., Leadership, Payroll, Deferred Compensation, Policy, Hiring, Temporary Placement, Management, Employment Law, Interviews, New Hire Orientations, Time Management
Education
Kaplan University 2009 — 2011
Masters of Business Administration, Human Resources Management/Personnel Administration, General, GPA: 4.0
Marymount Manhattan College 1989 — 2007
BA, Business Management, Human Resources, GPA: 3.6 (Cum Laude)
St. John's Preparatory School
High School Diploma, Business
Emilie Lamy's KPMG Peat Marwick Experience September 1990 - September 1998
Job at
Industry Translation and Localization
Experience
KPMG MSLP 2009 - Present
Deloitte June 2009 - November 2009
Émilie Lamy October 2008 - June 2009
KPMG MSLP September 1998 - September 2007
KPMG Peat Marwick September 1990 - September 1998
Ontario Teachers' Pension Plan 1989 - 1990
Skills
Proofreading, Internal Communications, Translation, French, Corporate Communications, Editing, Content Management, Marketing Communications, Press Releases, Strategic Communications, Copy Editing, Social Media, Human Resources, English, Correction de texte, Spanish, Français, Édition
Education
McGill University
KPMG MSLP 2009 - Present
Deloitte June 2009 - November 2009
Émilie Lamy October 2008 - June 2009
KPMG MSLP September 1998 - September 2007
KPMG Peat Marwick September 1990 - September 1998
Ontario Teachers' Pension Plan 1989 - 1990
Skills
Proofreading, Internal Communications, Translation, French, Corporate Communications, Editing, Content Management, Marketing Communications, Press Releases, Strategic Communications, Copy Editing, Social Media, Human Resources, English, Correction de texte, Spanish, Français, Édition
Education
McGill University
Gregory Sandor's KPMG Peat Marwick Experience August 1990 - March 1993
Job VP Investment at Weiler Arnow Mgt. Co., Inc.
Industry Investment Management
Experience
Weiler Arnow Mgt. Co., Inc. (Family Office) July 2003 - April 2015
Weiler Arnow Mgt. Co., Inc. (Family Office) April 2003 - April 2015
Baldwin Technology Company, Inc. February 2001 - February 2003
PricewaterhouseCoopers August 1999 - February 2001
Deloitte & Touche LLP March 1993 - August 1999
KPMG Peat Marwick August 1990 - March 1993
Education
Miami University
Bachelor of Science, Finance and Accounting
New Canaan High School
Weiler Arnow Mgt. Co., Inc. (Family Office) July 2003 - April 2015
Weiler Arnow Mgt. Co., Inc. (Family Office) April 2003 - April 2015
Baldwin Technology Company, Inc. February 2001 - February 2003
PricewaterhouseCoopers August 1999 - February 2001
Deloitte & Touche LLP March 1993 - August 1999
KPMG Peat Marwick August 1990 - March 1993
Education
Miami University
Bachelor of Science, Finance and Accounting
New Canaan High School
Leonard Hardesty, Jr.'s KPMG Peat Marwick Experience August 1998 - December 2000
Job Attorney at Mirzaian Hardesty, LLC
Industry Law Practice
Experience
Mirzaian Hardesty, LLC January 2008 - Present
Law Offices of Kristen A. Perry October 2011 - September 2014
Herten Burstein Sheridan Cevasco Bottinelli Litt & Harz, LLC October 2005 - October 2009
Vizzoni & Costello, LLC June 2003 - October 2005
Witman Stadtmauer, PA January 2000 - June 2003
KPMG Peat Marwick August 1998 - December 2000
Internal Revenue Service January 1998 - May 1998
Nabisco 1998 - 1998
Skills
Tax Law, International Tax, Tax, Litigation, Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Appeals
Education
New York University School of Law 1998 — 2000
LL.M. in Taxation, Tax Law/Taxation
Seton Hall University School of Law 1995 — 1998
JD
Seton Hall University 1992 — 1995
MBA, Accounting
Purdue University 1987 — 1992
BS, Economics
Randolph High School 1984 — 1987
HS
Mirzaian Hardesty, LLC January 2008 - Present
Law Offices of Kristen A. Perry October 2011 - September 2014
Herten Burstein Sheridan Cevasco Bottinelli Litt & Harz, LLC October 2005 - October 2009
Vizzoni & Costello, LLC June 2003 - October 2005
Witman Stadtmauer, PA January 2000 - June 2003
KPMG Peat Marwick August 1998 - December 2000
Internal Revenue Service January 1998 - May 1998
Nabisco 1998 - 1998
Skills
Tax Law, International Tax, Tax, Litigation, Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Appeals
Education
New York University School of Law 1998 — 2000
LL.M. in Taxation, Tax Law/Taxation
Seton Hall University School of Law 1995 — 1998
JD
Seton Hall University 1992 — 1995
MBA, Accounting
Purdue University 1987 — 1992
BS, Economics
Randolph High School 1984 — 1987
HS
Christopher Vataj's KPMG Peat Marwick Experience 1990 - 1991
Job CFO/CEO
Industry Construction
Experience
MVM Consulting 2010 - Present
J&B Painting, Inc. January 2011 - August 2012
United Service Source, Inc. 1999 - 2010
Piosche June 1995 - March 1999
United Health Care 1994 - 1995
ITOCHU Corporation 1991 - 1994
KPMG Peat Marwick 1990 - 1991
Skills
Strategic Planning, Budgeting, Forecasting, Due Diligence, Compliance, Mergers, Operations Management, P&L Management, Process Improvement, Manufacturing, Business Management, Business Planning, Change Management, Team Building, Business Strategy, Strategy Development, Cost Reduction, Contract Negotiations, Negotiation, Start-ups, Telecommunications, Planning, Problem Solving, Program Management, Customer Relations, Inventory Management, Contract Negotiation, Restructuring, P&L, Analysis, Business Analysis, Business Process..., Venture Capital, Sales Management, Outsourcing, Supply Chain, Business Process, Strategy, Management, Mergers & Acquisitions, Budgets, Business Development, Financial Reporting, Performance Management, Finance, Human Resources, Training, Accounting, Team Leadership, Customer Service
Education
Pace University
MS, Finance
Mercy College 1987 — 1990
BS, Finance Management & Marketing
Columbus HS
MVM Consulting 2010 - Present
J&B Painting, Inc. January 2011 - August 2012
United Service Source, Inc. 1999 - 2010
Piosche June 1995 - March 1999
United Health Care 1994 - 1995
ITOCHU Corporation 1991 - 1994
KPMG Peat Marwick 1990 - 1991
Skills
Strategic Planning, Budgeting, Forecasting, Due Diligence, Compliance, Mergers, Operations Management, P&L Management, Process Improvement, Manufacturing, Business Management, Business Planning, Change Management, Team Building, Business Strategy, Strategy Development, Cost Reduction, Contract Negotiations, Negotiation, Start-ups, Telecommunications, Planning, Problem Solving, Program Management, Customer Relations, Inventory Management, Contract Negotiation, Restructuring, P&L, Analysis, Business Analysis, Business Process..., Venture Capital, Sales Management, Outsourcing, Supply Chain, Business Process, Strategy, Management, Mergers & Acquisitions, Budgets, Business Development, Financial Reporting, Performance Management, Finance, Human Resources, Training, Accounting, Team Leadership, Customer Service
Education
Pace University
MS, Finance
Mercy College 1987 — 1990
BS, Finance Management & Marketing
Columbus HS
Frank Conforti's KPMG Peat Marwick Experience August 1998 - April 2002
Job Chief Financial Officer at Urban Outfitters
Industry Retail
Experience
Urban Outfitters March 2007 - Present
AlliedBarton Security Services April 2002 - April 2006
KPMG Peat Marwick August 1998 - April 2002
KPMG Peat Marwick August 1998 - April 2002
Education
Moravian College 1994 — 1998
Bachelor of Science, Accounting
Urban Outfitters March 2007 - Present
AlliedBarton Security Services April 2002 - April 2006
KPMG Peat Marwick August 1998 - April 2002
KPMG Peat Marwick August 1998 - April 2002
Education
Moravian College 1994 — 1998
Bachelor of Science, Accounting
Bob Tepe's KPMG Peat Marwick Experience July 1991 - April 1994
Job Business Unit Controller at Siemens
Industry Industrial Automation
Experience
Siemens Industry, Inc. January 2005 - Present
Siemens Energy & Automation, Inc. October 2003 - December 2004
Siemens Energy & Automation, Inc. September 1999 - September 2003
Vickers Inc. July 1998 - September 1999
Cincinnati Milacron August 1994 - June 1998
KPMG Peat Marwick July 1991 - April 1994
Education
Miami University 1987 — 1991
BS in Business, Accountancy & Finance
Siemens Industry, Inc. January 2005 - Present
Siemens Energy & Automation, Inc. October 2003 - December 2004
Siemens Energy & Automation, Inc. September 1999 - September 2003
Vickers Inc. July 1998 - September 1999
Cincinnati Milacron August 1994 - June 1998
KPMG Peat Marwick July 1991 - April 1994
Education
Miami University 1987 — 1991
BS in Business, Accountancy & Finance
Rob McLEESE's KPMG Peat Marwick Experience 1976 - 1979
Job President at Access Capital Corp.
Industry Financial Services
Experience
Export Development Canada Exportation et développement Canada - EDC April 2015 - Present
Cobble Beach Concours d'Elegance 2012 - Present
ACI Energy, Inc. 2000 - Present
Access Capital Corp. April 1990 - Present
Toronto Atmospheric Fund (TAF) April 2004 - November 2009
Ontario Center of Excellence - Energy 2005 - 2009
Toronto Board of Trade Electricity Task Force 2002 - 2006
Bank of Montreal 1982 - 1985
KPMG Peat Marwick 1976 - 1979
Skills
Mergers, Due Diligence, Strategic Planning, Venture Capital, Corporate Finance, Business Strategy, Corporate Governance, Valuation, Finance, Financial Analysis, Risk Management, Project Finance, Business Planning, Investments, Capital Markets, Restructuring, Energy, Mergers & Acquisitions, Financial Modeling, Asset Management, Strategic Financial..., Portfolio Management, Equity Research, Investment Management, Management, Investment Strategies, IPO, Strategy, Management Consulting, Wealth Management, Equities, Alternative Investments, Investment Banking, Financial Services, Hedge Funds, Contract Negotiation, Business Valuation, Investor Relations, Fixed Income, Financial Structuring, Corporate Development, Private Placements, Structured Finance, Mutual Funds, Securities, Investment Advisory, Executive Management, M&A experience, Divestitures, Financial Advisory
Education
McMaster University 1975 — 1977
MBA, Accounting and Finance
The University of Western Ontario 1971 — 1974
BSc, Biology
Export Development Canada Exportation et développement Canada - EDC April 2015 - Present
Cobble Beach Concours d'Elegance 2012 - Present
ACI Energy, Inc. 2000 - Present
Access Capital Corp. April 1990 - Present
Toronto Atmospheric Fund (TAF) April 2004 - November 2009
Ontario Center of Excellence - Energy 2005 - 2009
Toronto Board of Trade Electricity Task Force 2002 - 2006
Bank of Montreal 1982 - 1985
KPMG Peat Marwick 1976 - 1979
Skills
Mergers, Due Diligence, Strategic Planning, Venture Capital, Corporate Finance, Business Strategy, Corporate Governance, Valuation, Finance, Financial Analysis, Risk Management, Project Finance, Business Planning, Investments, Capital Markets, Restructuring, Energy, Mergers & Acquisitions, Financial Modeling, Asset Management, Strategic Financial..., Portfolio Management, Equity Research, Investment Management, Management, Investment Strategies, IPO, Strategy, Management Consulting, Wealth Management, Equities, Alternative Investments, Investment Banking, Financial Services, Hedge Funds, Contract Negotiation, Business Valuation, Investor Relations, Fixed Income, Financial Structuring, Corporate Development, Private Placements, Structured Finance, Mutual Funds, Securities, Investment Advisory, Executive Management, M&A experience, Divestitures, Financial Advisory
Education
McMaster University 1975 — 1977
MBA, Accounting and Finance
The University of Western Ontario 1971 — 1974
BSc, Biology
Jeff Oller's KPMG Peat Marwick Experience January 1991 - October 1997
Job Tax Advisor
Industry Insurance
Experience
Ernst & Young June 2003 - Present
Genworth Financial October 1997 - June 2003
GE Financial Assurance 1997 - 2003
KPMG Peat Marwick January 1991 - October 1997
KPMG 1991 - 1997
New York Life November 1987 - January 1991
Skills
Tax, Auditing, Project Planning, GAAP, Insurance
Education
New York University School of Law 1991 — 1994
LL.M Taxation, Taxation
Rutgers University School of Law - Newark 1987 — 1991
JD, Law
Pace University - Lubin School of Business 1978 — 1981
BBA-CPA, Accounting
Ernst & Young June 2003 - Present
Genworth Financial October 1997 - June 2003
GE Financial Assurance 1997 - 2003
KPMG Peat Marwick January 1991 - October 1997
KPMG 1991 - 1997
New York Life November 1987 - January 1991
Skills
Tax, Auditing, Project Planning, GAAP, Insurance
Education
New York University School of Law 1991 — 1994
LL.M Taxation, Taxation
Rutgers University School of Law - Newark 1987 — 1991
JD, Law
Pace University - Lubin School of Business 1978 — 1981
BBA-CPA, Accounting
Jill Summit's KPMG Peat Marwick Experience January 1983 - January 1986
Job owner at Jill Summit CPA
Industry Nonprofit Organization Management
Experience
Jill Summit Consulting LLC (CPA) January 2001 - Present
Little Bit Therapeutic Riding Center 2013 - 2015
Jill Summit CPA September 1989 - September 2000
KPMG Peat Marwick January 1983 - January 1986
Skills
Strategic Planning, Nonprofits, Public Speaking, Non-profits, Management Consulting, Management, Internal Controls, Financial Reporting, Budgets, Auditing, Analysis, Accounting
Education
Grand Valley University 1977 — 1978
B.S, Accounting
Michigan State University 1975 — 1977
Jill Summit Consulting LLC (CPA) January 2001 - Present
Little Bit Therapeutic Riding Center 2013 - 2015
Jill Summit CPA September 1989 - September 2000
KPMG Peat Marwick January 1983 - January 1986
Skills
Strategic Planning, Nonprofits, Public Speaking, Non-profits, Management Consulting, Management, Internal Controls, Financial Reporting, Budgets, Auditing, Analysis, Accounting
Education
Grand Valley University 1977 — 1978
B.S, Accounting
Michigan State University 1975 — 1977
Kim DeAntonis's KPMG Peat Marwick Experience August 1988 - May 1990
Job Strategic Planning and Governance Leader at Rich Products Corporation
Industry Consumer Goods
Experience
Rich Products Corporation January 2012 - Present
Rich Products Corp. September 2003 - December 2011
KPMG Peat Marwick August 1988 - May 1990
Skills
Change Management, Six Sigma, ERP, Forecasting, Process Improvement, Business Process..., Management Consulting, Strategic Planning, Business Analysis, Business Process, Business Process..., SAP, Project Management, Cross-functional Team..., Business Intelligence, Strategy, Supply Chain Management, Business Transformation, Supply Chain, Business Strategy, CRM, SAP R/3, Management, Analysis, Business Planning, Mergers & Acquisitions, Business Process Mapping, Operations Management, Leadership, Continuous Improvement, Financial Analysis, Vendor Management, IT Strategy, Program Management
Education
State University of New York at Buffalo - School of Management 1993 — 1996
MBA, Finance
Niagara University 1984 — 1988
B.B.A., Accounting
Rich Products Corporation January 2012 - Present
Rich Products Corp. September 2003 - December 2011
KPMG Peat Marwick August 1988 - May 1990
Skills
Change Management, Six Sigma, ERP, Forecasting, Process Improvement, Business Process..., Management Consulting, Strategic Planning, Business Analysis, Business Process, Business Process..., SAP, Project Management, Cross-functional Team..., Business Intelligence, Strategy, Supply Chain Management, Business Transformation, Supply Chain, Business Strategy, CRM, SAP R/3, Management, Analysis, Business Planning, Mergers & Acquisitions, Business Process Mapping, Operations Management, Leadership, Continuous Improvement, Financial Analysis, Vendor Management, IT Strategy, Program Management
Education
State University of New York at Buffalo - School of Management 1993 — 1996
MBA, Finance
Niagara University 1984 — 1988
B.B.A., Accounting
Bob Vaudreuil's KPMG Peat Marwick Experience 1982 - 1988
Job Retired President, The Protector Group Insurance Agency, a Marsh McLennan Agency Company
Industry Insurance
Experience
The Protector Group Insurance Agency, a Marsh McLennan Agency Company July 1994 - Present
KPMG Peat Marwick 1982 - 1988
Skills
Health Savings Accounts
Education
Nichols College 1974 — 1977
The Protector Group Insurance Agency, a Marsh McLennan Agency Company July 1994 - Present
KPMG Peat Marwick 1982 - 1988
Skills
Health Savings Accounts
Education
Nichols College 1974 — 1977
Keisha Barnes, CFE's KPMG Peat Marwick Experience 1995 - 2001
Job Lead Auditor at Altria Client Services
Industry Consumer Goods
Experience
Altria Client Services 2010 - Present
Altria Corporate Services 2004 - 2010
LandAmerica 2001 - 2004
KPMG Peat Marwick 1995 - 2001
Skills
Internal Audit, SOX Compliancy, Process Improvement, Project Management, Accounting, Supervisory Experience, Financial Reporting, Risk Assessment, Risk Based Testing, Enterprise Risk..., Government Accounting, Not for Profit, Consumer Goods, Vendor Audit, Vendor Management, Vendor Contracts, Contract Management, Quality Management, Payroll, Sarbanes-Oxley Act, Financial Analysis, Leadership, Auditing, Internal Controls
Education
North Carolina Agricultural and Technical State University 1991 — 1995
Bachelor of Science (B.S.), Accounting
J. H. Rose High
Altria Client Services 2010 - Present
Altria Corporate Services 2004 - 2010
LandAmerica 2001 - 2004
KPMG Peat Marwick 1995 - 2001
Skills
Internal Audit, SOX Compliancy, Process Improvement, Project Management, Accounting, Supervisory Experience, Financial Reporting, Risk Assessment, Risk Based Testing, Enterprise Risk..., Government Accounting, Not for Profit, Consumer Goods, Vendor Audit, Vendor Management, Vendor Contracts, Contract Management, Quality Management, Payroll, Sarbanes-Oxley Act, Financial Analysis, Leadership, Auditing, Internal Controls
Education
North Carolina Agricultural and Technical State University 1991 — 1995
Bachelor of Science (B.S.), Accounting
J. H. Rose High
Bob Belitz, CPA's KPMG Peat Marwick Experience 1989 - 1998
Job Chief Financial Officer at Tighe & Bond
Industry Accounting
Experience
Tighe & Bond August 2014 - Present
Hunter Roberts Construction Group November 2012 - August 2014
ARCADIS January 2011 - November 2012
Malcolm Pirnie April 2007 - December 2010
Malcolm Pirnie October 2000 - April 2007
Ernst and Young 1998 - 2000
KPMG Peat Marwick 1989 - 1998
Skills
Financial Reporting, Mergers & Acquisitions, Managerial Finance, Financial Analysis, Internal Audit, Due Diligence, Strategic Planning, Finance, Tax, Internal Controls, Mergers, Corporate Governance, Financial Modeling, Corporate Budgeting, Auditing, Budgets, Sarbanes-Oxley Act, Treasury, Analysis, Strategy, Acquisition Integration, Accounting, Process Improvement, Business Planning, Business Process..., Strategic Financial..., Operations Management, Restructuring, Risk Management, Management, Cash Flow, Financial Accounting, Corporate Finance, Real Estate, Team Building, Employee Benefits, Cash Management, Forecasting, Cash Flow Forecasting, Valuation, Asset Management, Management Consulting, Cost Accounting
Education
Muhlenberg College 1985 — 1989
BA, Accounting
Freehold Township High School 1981 — 1985
Tighe & Bond August 2014 - Present
Hunter Roberts Construction Group November 2012 - August 2014
ARCADIS January 2011 - November 2012
Malcolm Pirnie April 2007 - December 2010
Malcolm Pirnie October 2000 - April 2007
Ernst and Young 1998 - 2000
KPMG Peat Marwick 1989 - 1998
Skills
Financial Reporting, Mergers & Acquisitions, Managerial Finance, Financial Analysis, Internal Audit, Due Diligence, Strategic Planning, Finance, Tax, Internal Controls, Mergers, Corporate Governance, Financial Modeling, Corporate Budgeting, Auditing, Budgets, Sarbanes-Oxley Act, Treasury, Analysis, Strategy, Acquisition Integration, Accounting, Process Improvement, Business Planning, Business Process..., Strategic Financial..., Operations Management, Restructuring, Risk Management, Management, Cash Flow, Financial Accounting, Corporate Finance, Real Estate, Team Building, Employee Benefits, Cash Management, Forecasting, Cash Flow Forecasting, Valuation, Asset Management, Management Consulting, Cost Accounting
Education
Muhlenberg College 1985 — 1989
BA, Accounting
Freehold Township High School 1981 — 1985
Daniel J. Nickless's KPMG Peat Marwick Experience 1978 - 1983
Job Division President at Ryland Homes
Industry Real Estate
Experience
Ryland Homes May 2010 - Present
FPC Development & The Nickless Group January 2007 - May 2010
Capital Pacific Homes March 2001 - January 2007
Home Builders Association of Denver 2003 - 2007
The Writer Corp (Standard Pacific) February 1989 - March 2001
Uniwest Financial 1983 - 1989
KPMG Peat Marwick 1978 - 1983
Skills
Management, Real Estate, Product Development, Residential Homes, Leadership, Investments, Strategy, Feasibility Studies, Project Management, Construction, Real Estate Development, Entitlements, Land Acquisition, Property Management, Land Development, Sellers, Real Estate Transactions, Single Family Homes, Contract Negotiation, New Home Sales, Real Estate Economics, Homebuilding, Project Planning, Budgets, Loans, Strategic Planning, Due Diligence, Commercial Real Estate, Disposition, Location Intelligence, Investment Properties, Condos, Investors, Zoning, Selling, Customer Service, New Homes, Leases, REO, Real Estate Financing, Brokerage, Construction Management, Dispositions, Sales
Education
Metropolitan State College of Denver 1974 — 1978
Bachelor of Science (BS), Accounting and Marketing
Ryland Homes May 2010 - Present
FPC Development & The Nickless Group January 2007 - May 2010
Capital Pacific Homes March 2001 - January 2007
Home Builders Association of Denver 2003 - 2007
The Writer Corp (Standard Pacific) February 1989 - March 2001
Uniwest Financial 1983 - 1989
KPMG Peat Marwick 1978 - 1983
Skills
Management, Real Estate, Product Development, Residential Homes, Leadership, Investments, Strategy, Feasibility Studies, Project Management, Construction, Real Estate Development, Entitlements, Land Acquisition, Property Management, Land Development, Sellers, Real Estate Transactions, Single Family Homes, Contract Negotiation, New Home Sales, Real Estate Economics, Homebuilding, Project Planning, Budgets, Loans, Strategic Planning, Due Diligence, Commercial Real Estate, Disposition, Location Intelligence, Investment Properties, Condos, Investors, Zoning, Selling, Customer Service, New Homes, Leases, REO, Real Estate Financing, Brokerage, Construction Management, Dispositions, Sales
Education
Metropolitan State College of Denver 1974 — 1978
Bachelor of Science (BS), Accounting and Marketing
Emily Zeigler's KPMG Peat Marwick Experience March 1993 - August 1995
Job Sr. Financial Analyst at Emory University School of Medicine
Industry Health, Wellness and Fitness
Experience
Emory University December 2011 - Present
University of Washington Medical Center June 1998 - May 2002
KPMG Peat Marwick March 1993 - August 1995
Skills
Healthcare Information..., Data Analysis
Education
University of Washington 1995 — 1998
MHA, Health Care Administration
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA / MHA, Health Care Administration
Miami University
BS, Finance
Emory University December 2011 - Present
University of Washington Medical Center June 1998 - May 2002
KPMG Peat Marwick March 1993 - August 1995
Skills
Healthcare Information..., Data Analysis
Education
University of Washington 1995 — 1998
MHA, Health Care Administration
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA / MHA, Health Care Administration
Miami University
BS, Finance
Dale C Korpi's KPMG Peat Marwick Experience 2007 - 2007
Job Senior Tax Manager at CBIZ
Industry Accounting
Experience
CBIZ MHM LLC July 2007 - Present
KPMG Peat Marwick 2007 - 2007
Super Valu 1979 - 1982
Skills
Tax Controversy, Expert Witness Services
Education
William Mitchell College of Law 1977 — 1981
J. D.
Saint John's University 1971 — 1975
B.A., Accounting
CBIZ MHM LLC July 2007 - Present
KPMG Peat Marwick 2007 - 2007
Super Valu 1979 - 1982
Skills
Tax Controversy, Expert Witness Services
Education
William Mitchell College of Law 1977 — 1981
J. D.
Saint John's University 1971 — 1975
B.A., Accounting
Gary Frankhouse's KPMG Peat Marwick Experience August 1993 - September 1995
Job Owner, Prints & Paints Floor Covering Co
Industry Retail
Experience
My Floors by Prints & Paints October 1995 - Present
KPMG Peat Marwick August 1993 - September 1995
Education
Miami University
My Floors by Prints & Paints October 1995 - Present
KPMG Peat Marwick August 1993 - September 1995
Education
Miami University
Lisa Bates, CPA's KPMG Peat Marwick Experience July 1986 - May 1993
Job National Sales Manager
Industry Professional Training & Coaching
Experience
Employee Development Systems, Inc. March 2001 - Present
Abbott Laboratories 1996 - 2000
KPMG Peat Marwick July 1986 - May 1993
Education
New Mexico State University 1982 — 1986
BA MA, Accounting
Employee Development Systems, Inc. March 2001 - Present
Abbott Laboratories 1996 - 2000
KPMG Peat Marwick July 1986 - May 1993
Education
New Mexico State University 1982 — 1986
BA MA, Accounting
Andrew Posen's KPMG Peat Marwick Experience May 1997 - January 1999
Job Senior Director Investor Relations at Tremor Video
Industry Internet
Experience
Tremor Video January 2014 - Present
AppNexus December 2012 - October 2013
FXall March 2012 - November 2012
Evercore Partners April 2009 - March 2012
Morgan Stanley December 2006 - April 2009
Morgan Stanley March 2005 - December 2006
Morgan Stanley March 2002 - March 2005
Morgan Stanley February 2000 - March 2002
Morgan Stanley January 1999 - February 2000
KPMG Peat Marwick May 1997 - January 1999
Skills
Management Consulting, Competitive Analysis, Due Diligence, Business Strategy, Securities, Financial Modeling, Strategy, Strategic Planning, Investments, Investor Relations, Equities, Mergers & Acquisitions, Finance, Executive Management, Financial Services
Education
The University of British Columbia 1989 — 1992
Masters in Health Administration
McMaster University 1985 — 1989
BA, Political Science
Tremor Video January 2014 - Present
AppNexus December 2012 - October 2013
FXall March 2012 - November 2012
Evercore Partners April 2009 - March 2012
Morgan Stanley December 2006 - April 2009
Morgan Stanley March 2005 - December 2006
Morgan Stanley March 2002 - March 2005
Morgan Stanley February 2000 - March 2002
Morgan Stanley January 1999 - February 2000
KPMG Peat Marwick May 1997 - January 1999
Skills
Management Consulting, Competitive Analysis, Due Diligence, Business Strategy, Securities, Financial Modeling, Strategy, Strategic Planning, Investments, Investor Relations, Equities, Mergers & Acquisitions, Finance, Executive Management, Financial Services
Education
The University of British Columbia 1989 — 1992
Masters in Health Administration
McMaster University 1985 — 1989
BA, Political Science
Bray Kelly's KPMG Peat Marwick Experience 1998 - 2000
Job Managing Director at JBK Capital, LLC
Industry Venture Capital & Private Equity
Experience
JBK Capital, LLC May 2006 - Present
UBS Investment Bank 2000 - 2006
KPMG Peat Marwick 1998 - 2000
Morgan Stanley 1997 - 1998
Skills
Real Estate Transactions, Investment Banking, Real Estate Private..., Acquisitions, Financial Structuring, CMBS, Asset Managment, Mergers & Acquisitions, Credit, Commercial Real Estate, Structured Finance, Finance, Underwriting, Investments, Real Estate Financing, Business Strategy, Valuation, Real Estate, Mezzanine, Capital Markets, Real Estate Economics, Loan Origination, Private Equity
Education
New York Law School 1994 — 1997
JD
Towson University
BS, Business Administration, Finance
JBK Capital, LLC May 2006 - Present
UBS Investment Bank 2000 - 2006
KPMG Peat Marwick 1998 - 2000
Morgan Stanley 1997 - 1998
Skills
Real Estate Transactions, Investment Banking, Real Estate Private..., Acquisitions, Financial Structuring, CMBS, Asset Managment, Mergers & Acquisitions, Credit, Commercial Real Estate, Structured Finance, Finance, Underwriting, Investments, Real Estate Financing, Business Strategy, Valuation, Real Estate, Mezzanine, Capital Markets, Real Estate Economics, Loan Origination, Private Equity
Education
New York Law School 1994 — 1997
JD
Towson University
BS, Business Administration, Finance
Hans Schmid's KPMG Peat Marwick Experience December 1989 - May 1991
Job Founder and President of Audible Business, a sound marketing company serving Business
Industry Marketing and Advertising
Experience
Young Life March 2015 - Present
Riverview Church 2009 - Present
Audible Business October 1994 - Present
Community First Bank 1991 - 1994
KPMG Peat Marwick December 1989 - May 1991
Union Federal Savings Bank 1991 - 1991
Michigan National Bank 1984 - 1989
Skills
Marketing Strategy, Marketing, Marketing Communications, Event Planning, Customer Service, Social Media, Public Speaking, Leadership, Fundraising, Management, Nonprofits, Team Building, Social Media Marketing, Strategic Planning, Finance, Accounting, Account Reconciliation, Accounts Payable, Budgets, Microsoft Office, Consultative Selling
Education
Western Michigan University 1992 — 1996
MBA, Markeitng
Michigan State University 1980 — 1984
BA, Accounting
Young Life March 2015 - Present
Riverview Church 2009 - Present
Audible Business October 1994 - Present
Community First Bank 1991 - 1994
KPMG Peat Marwick December 1989 - May 1991
Union Federal Savings Bank 1991 - 1991
Michigan National Bank 1984 - 1989
Skills
Marketing Strategy, Marketing, Marketing Communications, Event Planning, Customer Service, Social Media, Public Speaking, Leadership, Fundraising, Management, Nonprofits, Team Building, Social Media Marketing, Strategic Planning, Finance, Accounting, Account Reconciliation, Accounts Payable, Budgets, Microsoft Office, Consultative Selling
Education
Western Michigan University 1992 — 1996
MBA, Markeitng
Michigan State University 1980 — 1984
BA, Accounting
Anne-Marie Peracchio's KPMG Peat Marwick Experience 1990 - 1993
Job DirectorConservation and Affordability at New Jersey Natural Gas
Industry Utilities
Experience
New Jersey Natural Gas January 2007 - Present
New Jersey Natural Gas January 1999 - December 2006
KPMG Peat Marwick 1990 - 1993
Skills
Leadership, Strategic Planning, Program Management, Energy Policy, Energy, Energy Efficiency, Sustainability, Project Management, Energy Conservation, Sustainable Energy, Energy Audits, Energy Markets, Environmental Awareness, Natural Gas
Education
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University of Scranton 1986 — 1990
BS, Accounting
Monmouth University 1994 — 1997
MBA, Business
New Jersey Natural Gas January 2007 - Present
New Jersey Natural Gas January 1999 - December 2006
KPMG Peat Marwick 1990 - 1993
Skills
Leadership, Strategic Planning, Program Management, Energy Policy, Energy, Energy Efficiency, Sustainability, Project Management, Energy Conservation, Sustainable Energy, Energy Audits, Energy Markets, Environmental Awareness, Natural Gas
Education
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University of Scranton 1986 — 1990
BS, Accounting
Monmouth University 1994 — 1997
MBA, Business
Laura Longmire's KPMG Peat Marwick Experience June 1994 - January 2000
Job Founder and Partner at Strategic Quality Inititiatives
Industry Management Consulting
Experience
Strategic Quality Inititiatives April 2004 - Present
Aldine ISD 2000 - 2010
University of Texas-IPSI 2008 - 2009
California State University, Fresno 2006 - 2007
Stupski Foundation 2001 - 2004
KPMG Peat Marwick June 1994 - January 2000
Clarke American 1998 - 2000
Texas Instruments June 1979 - August 1994
Skills
Supplier Management, Facilities Management, Process Review, Strategic Planning, Coaching, Budgeting, Strategic Sourcing, Team Building, Change Management, Contract Negotiation, Customer Relations, Contract Negotiations, Cost Reduction, Process Improvement, Forecasting, Operations Management, Program Management, Team Leadership, Business Planning, Customer Service, Continuous Improvement, Budgets, Quality Management, Training, Leadership, Operational Excellence, Leadership Development, Analysis, Six Sigma, Strategy, Succession Planning, Cross-functional Team..., Management, Organizational..., Business Process..., Management Consulting, Balanced Scorecard, Business Strategy, Organizational..., Performance Management, Executive Management, Project Planning, Executive Coaching, Supply Management, Workshop Facilitation, Benchmarking, Entrepreneurship, Process Management, Instructional Design, Project Management
Education
The University of Dallas 1988 — 1991
MBA, Federal Contract Acquisition and Management
Missouri Southern State University 1972 — 1974
BS, Physical Education, Biology, English
University of Texas at Arlington 1970 — 1972
Associate, Physical Education and Biology
Strategic Quality Inititiatives April 2004 - Present
Aldine ISD 2000 - 2010
University of Texas-IPSI 2008 - 2009
California State University, Fresno 2006 - 2007
Stupski Foundation 2001 - 2004
KPMG Peat Marwick June 1994 - January 2000
Clarke American 1998 - 2000
Texas Instruments June 1979 - August 1994
Skills
Supplier Management, Facilities Management, Process Review, Strategic Planning, Coaching, Budgeting, Strategic Sourcing, Team Building, Change Management, Contract Negotiation, Customer Relations, Contract Negotiations, Cost Reduction, Process Improvement, Forecasting, Operations Management, Program Management, Team Leadership, Business Planning, Customer Service, Continuous Improvement, Budgets, Quality Management, Training, Leadership, Operational Excellence, Leadership Development, Analysis, Six Sigma, Strategy, Succession Planning, Cross-functional Team..., Management, Organizational..., Business Process..., Management Consulting, Balanced Scorecard, Business Strategy, Organizational..., Performance Management, Executive Management, Project Planning, Executive Coaching, Supply Management, Workshop Facilitation, Benchmarking, Entrepreneurship, Process Management, Instructional Design, Project Management
Education
The University of Dallas 1988 — 1991
MBA, Federal Contract Acquisition and Management
Missouri Southern State University 1972 — 1974
BS, Physical Education, Biology, English
University of Texas at Arlington 1970 — 1972
Associate, Physical Education and Biology
Lisa Apodaca, CPA's KPMG Peat Marwick Experience May 1995 - June 1998
Job Supervisor at Accounting & Consulting Group LLP
Industry Accounting
Experience
Accounting & Consulting Group LLP May 2011 - Present
Filener & Company PC May 2009 - May 2011
That's My Baby October 2004 - December 2009
Buchanan Clarke Schlader LLP January 2001 - July 2004
Coca-Cola Enterprises June 1998 - December 1998
KPMG Peat Marwick May 1995 - June 1998
Skills
Accounting, Quickbooks, Auditing, Excel, Customer Relations, Financial Management, Retail, Analysis, Financial Reporting, SOX, Budgeting, Internal Controls, Microsoft Office, GAAP, Financial Analysis, Word, Forecasting, Compliance, CPA, Finance
Education
New Mexico State University 1990 — 1995
BA, Accounting
Accounting & Consulting Group LLP May 2011 - Present
Filener & Company PC May 2009 - May 2011
That's My Baby October 2004 - December 2009
Buchanan Clarke Schlader LLP January 2001 - July 2004
Coca-Cola Enterprises June 1998 - December 1998
KPMG Peat Marwick May 1995 - June 1998
Skills
Accounting, Quickbooks, Auditing, Excel, Customer Relations, Financial Management, Retail, Analysis, Financial Reporting, SOX, Budgeting, Internal Controls, Microsoft Office, GAAP, Financial Analysis, Word, Forecasting, Compliance, CPA, Finance
Education
New Mexico State University 1990 — 1995
BA, Accounting
debra winthrop pollack's KPMG Peat Marwick Experience 1994 - 1998
Job Senior Environmental Attorney at MTA Headquarters
Industry Law Practice
Experience
MTA Headquarters 2001 - Present
TMI-Leads Enterprises 1995 - 2013
Curtis, Mallet-Prevost, Colt & Mosle LLP 2000 - 2001
Coopers & Lybrand Consulting 1998 - 2000
KPMG Peat Marwick 1994 - 1998
Olin Corporation 1989 - 1994
LILCO 1986 - 1989
Long Island Lighting Company 1986 - 1989
Long Island Lighting Company 1986 - 1989
California Energy Commission 1978 - 1980
Skills
Negotiation, Advocacy, Team Leadership, Litigation, Environmental Law, Environmental Awareness, Sustainability, Contract Management, Land Use, Transportation Law, Contract Negotiation, Environmental..., Due Diligence, Mergers & Acquisitions, Licensing, Environmental Issues, Environmental Due..., Mediation, International..., NEPA, SEQRA, Superfund, RCRA, Coastal Zone Management, Wetlands, Hazardous Materials, Budget Forecasts, environmental litigation, Environmental Compliance, Environmental Impact..., Environmental Policy, Environmental Consulting, Renewable Energy, Energy Policy, Public Speaking, Public Policy, Public Administration, Legal Research, Groundwater Remediation, Agricultural Chemicals, Air Permitting, Zoning, Endangered Species Act, FASB5, Geothermal Licensing, Gas Turbine Licensing, Utility Rate Cases, Public Relations, Carbon Trading, Land Use Planning
Education
State University of New York College at Buffalo 1974 — 1978
JD, environmental law
New York University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Urban Environment & Design
Hunter College High School 1964 — 1970
intensive advanced academic coursework
MTA Headquarters 2001 - Present
TMI-Leads Enterprises 1995 - 2013
Curtis, Mallet-Prevost, Colt & Mosle LLP 2000 - 2001
Coopers & Lybrand Consulting 1998 - 2000
KPMG Peat Marwick 1994 - 1998
Olin Corporation 1989 - 1994
LILCO 1986 - 1989
Long Island Lighting Company 1986 - 1989
Long Island Lighting Company 1986 - 1989
California Energy Commission 1978 - 1980
Skills
Negotiation, Advocacy, Team Leadership, Litigation, Environmental Law, Environmental Awareness, Sustainability, Contract Management, Land Use, Transportation Law, Contract Negotiation, Environmental..., Due Diligence, Mergers & Acquisitions, Licensing, Environmental Issues, Environmental Due..., Mediation, International..., NEPA, SEQRA, Superfund, RCRA, Coastal Zone Management, Wetlands, Hazardous Materials, Budget Forecasts, environmental litigation, Environmental Compliance, Environmental Impact..., Environmental Policy, Environmental Consulting, Renewable Energy, Energy Policy, Public Speaking, Public Policy, Public Administration, Legal Research, Groundwater Remediation, Agricultural Chemicals, Air Permitting, Zoning, Endangered Species Act, FASB5, Geothermal Licensing, Gas Turbine Licensing, Utility Rate Cases, Public Relations, Carbon Trading, Land Use Planning
Education
State University of New York College at Buffalo 1974 — 1978
JD, environmental law
New York University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Urban Environment & Design
Hunter College High School 1964 — 1970
intensive advanced academic coursework
Jenny Pavlova's KPMG Peat Marwick Experience 2008 - Present
Job Development Manager at KPMG
Industry Information Technology and Services
Experience
KPMG April 2008 - Present
KPMG Peat Marwick 2008 - Present
Citigroup 2003 - 2006
Deutsche Bank 1998 - 2003
Deustche Bank 1998 - 2003
Deutsche Bank/Banker Trust 1998 - 2003
Education
New York University - Polytechnic School of Engineering 1996 — 1997
BS, Chemistry
KPMG April 2008 - Present
KPMG Peat Marwick 2008 - Present
Citigroup 2003 - 2006
Deutsche Bank 1998 - 2003
Deustche Bank 1998 - 2003
Deutsche Bank/Banker Trust 1998 - 2003
Education
New York University - Polytechnic School of Engineering 1996 — 1997
BS, Chemistry
Annette Borrelli -work's KPMG Peat Marwick Experience July 1997 - August 1998
Job Administrative Assistant at University of Rochester Medical Center
Industry Hospital & Health Care
Experience
University of Rochester Medical Center March 2005 - Present
STS DuoTek, Inc. July 2003 - November 2004
Global Crossing March 1999 - August 2001
KPMG Peat Marwick July 1997 - August 1998
Skills
Office Management
Education
Monroe Community College 1986 — 1999
Associates, Secretarial Science - Executive
University of Rochester Medical Center March 2005 - Present
STS DuoTek, Inc. July 2003 - November 2004
Global Crossing March 1999 - August 2001
KPMG Peat Marwick July 1997 - August 1998
Skills
Office Management
Education
Monroe Community College 1986 — 1999
Associates, Secretarial Science - Executive
Richard Goetz's KPMG Peat Marwick Experience April 1997 - July 2001
Job Information Assurance Manager at US Air Force
Industry Computer Hardware
Experience
US Air Force April 2011 - Present
Mercury Computer Systems March 2009 - June 2011
Kronos Inc. May 2006 - February 2009
Lockheed Martin August 2001 - May 2006
KPMG Peat Marwick April 1997 - July 2001
Lockheed Martin January 1976 - April 1997
Skills
Security, Information Security, Computer Security, Program Management, CISSP, Information Assurance, Systems Engineering, Requirements Analysis, Risk Assessment, Security Clearance, Business Continuity, Firewalls, Risk Management, DoD, Physical Security, Management
Education
Massachusetts Institute of Technology
BS and MS, Electrical Engineering
US Air Force April 2011 - Present
Mercury Computer Systems March 2009 - June 2011
Kronos Inc. May 2006 - February 2009
Lockheed Martin August 2001 - May 2006
KPMG Peat Marwick April 1997 - July 2001
Lockheed Martin January 1976 - April 1997
Skills
Security, Information Security, Computer Security, Program Management, CISSP, Information Assurance, Systems Engineering, Requirements Analysis, Risk Assessment, Security Clearance, Business Continuity, Firewalls, Risk Management, DoD, Physical Security, Management
Education
Massachusetts Institute of Technology
BS and MS, Electrical Engineering
Douglas Dwyer's KPMG Peat Marwick Experience 1987 - 1992
Job Director at Alvarez and Marsal
Industry Management Consulting
Experience
Alvarez & Marsal January 2012 - February 2015
CAST Management Consultants February 2002 - February 2011
KPMG / Bearing Point 1998 - 2002
CHD, Inc. 1992 - 1998
KPMG Peat Marwick 1987 - 1992
Dwyer, Rose & Associates, Inc. 1981 - 1987
Office of the Comptroller of the Currency 1977 - 1981
Skills
Business Process..., Business Transformation, Project Management, Banking, Risk Management, Due Diligence, Financial Analysis, Acquisition Integration, Change Management, Mergers, Organizational..., Competitive Analysis, Management Consulting, Strategy, Strategic Planning, Finance, Start-ups, Mergers & Acquisitions, Business Strategy, Commercial Banking, Financial Services, IT Strategy, Organizational Design, Financial Modeling, Business Development, Management, Valuation, Strategic Financial..., Corporate Finance, Program Management, Payments, Business Process..., Loans, Process Engineering, Investment Banking, Strategic Consulting, Treasury Management, Business Analysis, Retail Banking, Process Improvement, Data Analysis, Leadership, Consulting, Executive Management, Restructuring
Education
Marquette University
B. S., Business Administration
St. Barnabas
Alvarez & Marsal January 2012 - February 2015
CAST Management Consultants February 2002 - February 2011
KPMG / Bearing Point 1998 - 2002
CHD, Inc. 1992 - 1998
KPMG Peat Marwick 1987 - 1992
Dwyer, Rose & Associates, Inc. 1981 - 1987
Office of the Comptroller of the Currency 1977 - 1981
Skills
Business Process..., Business Transformation, Project Management, Banking, Risk Management, Due Diligence, Financial Analysis, Acquisition Integration, Change Management, Mergers, Organizational..., Competitive Analysis, Management Consulting, Strategy, Strategic Planning, Finance, Start-ups, Mergers & Acquisitions, Business Strategy, Commercial Banking, Financial Services, IT Strategy, Organizational Design, Financial Modeling, Business Development, Management, Valuation, Strategic Financial..., Corporate Finance, Program Management, Payments, Business Process..., Loans, Process Engineering, Investment Banking, Strategic Consulting, Treasury Management, Business Analysis, Retail Banking, Process Improvement, Data Analysis, Leadership, Consulting, Executive Management, Restructuring
Education
Marquette University
B. S., Business Administration
St. Barnabas
Elizabeth DeLany's KPMG Peat Marwick Experience July 1987 - May 1991
Job Controller at Kalmbach Publishing Co.
Industry Publishing
Experience
Kalmbach Publishing Co. ControllerKalmbach Publishing Co.April 1993 - Present
General Thermodynamics, Inc. July 1991 - April 1993
KPMG Peat Marwick July 1987 - May 1991
Skills
FRx, Fixed Asset Management, Cash Flow Forecasting, CPA
Education
Marquette University 1983 — 1987
B.S. Business Administration, Accounting
Kalmbach Publishing Co. ControllerKalmbach Publishing Co.April 1993 - Present
General Thermodynamics, Inc. July 1991 - April 1993
KPMG Peat Marwick July 1987 - May 1991
Skills
FRx, Fixed Asset Management, Cash Flow Forecasting, CPA
Education
Marquette University 1983 — 1987
B.S. Business Administration, Accounting
Bobby Pellegrini, MBA's KPMG Peat Marwick Experience September 1987 - June 1994
Job Performance Innovation Officer
Industry Management Consulting
Experience
Performance Innovations 1994 - Present
IMERGE Consulting February 1996 - August 1999
KPMG Peat Marwick September 1987 - June 1994
Strategic Solutions March 1984 - June 1987
Education
North Carolina State University - College of Management 1985 — 1987
M.S. Management, Operations & Information Systems
North Carolina State University 1973 — 1978
B.S., Economics, Bus. Mgmt. & Biological Sciences
Performance Innovations 1994 - Present
IMERGE Consulting February 1996 - August 1999
KPMG Peat Marwick September 1987 - June 1994
Strategic Solutions March 1984 - June 1987
Education
North Carolina State University - College of Management 1985 — 1987
M.S. Management, Operations & Information Systems
North Carolina State University 1973 — 1978
B.S., Economics, Bus. Mgmt. & Biological Sciences
Carolyn S. Cyr's KPMG Peat Marwick Experience 1996 - 1997
Job Director, Project Management Office at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments November 2012 - Present
Envestnet Asset Management June 2011 - November 2012
Management Consultant 2009 - June 2011
Wells Fargo 2004 - 2008
Wells Fargo 2002 - 2004
KPMG Consulting (BearingPoint) 1997 - 2002
KPMG Peat Marwick 1996 - 1997
Skills
Project Portfolio..., Financial Systems..., Strategy Development, E-commerce, Tactical Planning, Client Interfacing, Product Launch, Product Management, Business Strategy, Business Process..., Process Development, Change Leadership, Competitive Analysis, Project Implementation, Conversions, System Conversion, Management Consulting, Budget Management, Project Accounting, Financial Markets, Asset Management, Retail Brokerage, Client Experience, Customer Satisfaction..., Call Center, Technology Integration, Solution Architecture, client satisfaction..., Client Relationship..., Problem Solving, Strategy, CRM, Change Management, Asset Managment, SDLC, Business Analysis, Financial Services, Risk Management, Process Improvement, Management, Leadership, Integration, Project Management, Analytics, Banking, Business Development, PMO, Project Planning, Mergers & Acquisitions, Cross-functional Team...
Education
Fergus Falls Community College
Associate in Arts
Minnesota State University, Moorhead
Bachelor of Science
Columbia Threadneedle Investments November 2012 - Present
Envestnet Asset Management June 2011 - November 2012
Management Consultant 2009 - June 2011
Wells Fargo 2004 - 2008
Wells Fargo 2002 - 2004
KPMG Consulting (BearingPoint) 1997 - 2002
KPMG Peat Marwick 1996 - 1997
Skills
Project Portfolio..., Financial Systems..., Strategy Development, E-commerce, Tactical Planning, Client Interfacing, Product Launch, Product Management, Business Strategy, Business Process..., Process Development, Change Leadership, Competitive Analysis, Project Implementation, Conversions, System Conversion, Management Consulting, Budget Management, Project Accounting, Financial Markets, Asset Management, Retail Brokerage, Client Experience, Customer Satisfaction..., Call Center, Technology Integration, Solution Architecture, client satisfaction..., Client Relationship..., Problem Solving, Strategy, CRM, Change Management, Asset Managment, SDLC, Business Analysis, Financial Services, Risk Management, Process Improvement, Management, Leadership, Integration, Project Management, Analytics, Banking, Business Development, PMO, Project Planning, Mergers & Acquisitions, Cross-functional Team...
Education
Fergus Falls Community College
Associate in Arts
Minnesota State University, Moorhead
Bachelor of Science
Tina D'Alessandro's KPMG Peat Marwick Experience 1986 - 1991
Job Accounting Assistant at Beeferman Huber LLC
Industry Computer Software
Experience
Beeferman Huber LLC December 2014 - Present
Nardi, Ianaconni & Mazzo, LLC June 2013 - November 2014
Compuware Corporation April 2009 - April 2011
KPMG Peat Marwick 1986 - 1991
Skills
Mainframe, MVS, z/OS, COBOL, TSO, DB2, BAL, REXX, ISPF, IBM Mainframe, CICS, Databases, Enterprise Software, Software Development, SQL, VSAM, Pre-sales, Application Performance..., OS/390, Xpediter, Operating Systems, Fileaid, Software Project..., Sales Engineering, Data Privacy, Programming, Requirements Analysis, Enterprise Architecture, Salesforce.com, Software Industry
Education
Montclair State University 1976 — 1980
Bachelor of Science, Accounting and Marketing
Beeferman Huber LLC December 2014 - Present
Nardi, Ianaconni & Mazzo, LLC June 2013 - November 2014
Compuware Corporation April 2009 - April 2011
KPMG Peat Marwick 1986 - 1991
Skills
Mainframe, MVS, z/OS, COBOL, TSO, DB2, BAL, REXX, ISPF, IBM Mainframe, CICS, Databases, Enterprise Software, Software Development, SQL, VSAM, Pre-sales, Application Performance..., OS/390, Xpediter, Operating Systems, Fileaid, Software Project..., Sales Engineering, Data Privacy, Programming, Requirements Analysis, Enterprise Architecture, Salesforce.com, Software Industry
Education
Montclair State University 1976 — 1980
Bachelor of Science, Accounting and Marketing
Nancy Lee Tanzil's KPMG Peat Marwick Experience 1985 - 1988
Job Director, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2000 - Present
Primedia 1997 - July 2000
Westpac September 1995 - June 1997
Bank of America 1994 - 1995
Paine Webber 1991 - 1994
JP Morgan 1988 - 1991
KPMG Peat Marwick 1985 - 1988
Kalb Voorhis & Co 1980 - 1985
Skills
Financial Analysis, Cash Management, Financial Reporting, Capital Markets, Financial Audits, Regulatory reporting, IFRS, US GAAP, Financial Statements, Internal Controls, Accounting, Financial Accounting, Consolidation, Finance, Investment Banking, Banking, Financial Modeling, Asset Management, Corporate Finance, External Audit, Derivatives, Product Control, Managerial Finance, Due Diligence
Education
New York University 1981 — 1985
Bachelor's of Science, Accounting/Management
Deutsche Bank 2000 - Present
Primedia 1997 - July 2000
Westpac September 1995 - June 1997
Bank of America 1994 - 1995
Paine Webber 1991 - 1994
JP Morgan 1988 - 1991
KPMG Peat Marwick 1985 - 1988
Kalb Voorhis & Co 1980 - 1985
Skills
Financial Analysis, Cash Management, Financial Reporting, Capital Markets, Financial Audits, Regulatory reporting, IFRS, US GAAP, Financial Statements, Internal Controls, Accounting, Financial Accounting, Consolidation, Finance, Investment Banking, Banking, Financial Modeling, Asset Management, Corporate Finance, External Audit, Derivatives, Product Control, Managerial Finance, Due Diligence
Education
New York University 1981 — 1985
Bachelor's of Science, Accounting/Management
Judit Gruber's KPMG Peat Marwick Experience May 1997 - May 1999
Job Owner, Promesso Consulting Limited
Industry Financial Services
Experience
Promesso Consulting Limited May 2007 - Present
KPMG Peat Marwick May 1997 - May 1999
Arthur Andersen LLP May 1990 - 1997
Education
Foto Kollege 2002 — 2004
Photography
Institute Of Taxation 1996 — 1998
ATT, Tax and Law
University of Denver 1994 — 1995
Federal Taxes
Miskolci Egyetem 1980 — 1986
M.Sc Eng, Machine Tool Design
Promesso Consulting Limited May 2007 - Present
KPMG Peat Marwick May 1997 - May 1999
Arthur Andersen LLP May 1990 - 1997
Education
Foto Kollege 2002 — 2004
Photography
Institute Of Taxation 1996 — 1998
ATT, Tax and Law
University of Denver 1994 — 1995
Federal Taxes
Miskolci Egyetem 1980 — 1986
M.Sc Eng, Machine Tool Design
Kevin Spataro's KPMG Peat Marwick Experience 1986 - 1993
Job Senior VP Accounting Policy & Research at Allstate Insurance Company
Industry Insurance
Experience
Allstate Insurance Company Vice President - Accounting Policy & ResearchAllstate Insurance CompanyFebruary 1997 - Present
KPMG Peat Marwick 1986 - 1993
Skills
Insurance, Property & Casualty..., Policy
Education
The University of Chicago 1994 — 1997
MBA, Finance & Economics
Marquette University 1982 — 1986
BS, Accounting
Allstate Insurance Company Vice President - Accounting Policy & ResearchAllstate Insurance CompanyFebruary 1997 - Present
KPMG Peat Marwick 1986 - 1993
Skills
Insurance, Property & Casualty..., Policy
Education
The University of Chicago 1994 — 1997
MBA, Finance & Economics
Marquette University 1982 — 1986
BS, Accounting
Nathan Benn's KPMG Peat Marwick Experience 1990 - 1992
Job CFO at Savvy Homes
Industry Real Estate
Experience
Nathan D. Benn, CPA January 2007 - Present
Savvy Homes 2006 - Present
Buckhead Beef 2002 - 2006
Colorado Boxed Beef Company 2000 - 2004
Cutrale Citrus Juices 1996 - 2000
Rouse Rubber 1994 - 1996
Choctaw Maid Farms 1992 - 1996
KPMG, Peat Marwick 1990 - 1992
Ernst & Young, Washington DC 1988 - 1990
Skills
Auditing, Forecasting, Accounting, Business Development, Corporate Finance, Microsoft Office, Due Diligence, Strategic Financial..., Project Management, Strategic Planning, Budgets, Purchasing, Mergers & Acquisitions, Real Estate, Contract Management, Financial Modeling, Negotiation, Contract Negotiation, Financial Reporting
Education
Millsaps College 1992 — 1993
MBA, Finance
University of Maryland College Park 1986 — 1988
BS Accounting, Accounting
Nathan D. Benn, CPA January 2007 - Present
Savvy Homes 2006 - Present
Buckhead Beef 2002 - 2006
Colorado Boxed Beef Company 2000 - 2004
Cutrale Citrus Juices 1996 - 2000
Rouse Rubber 1994 - 1996
Choctaw Maid Farms 1992 - 1996
KPMG, Peat Marwick 1990 - 1992
Ernst & Young, Washington DC 1988 - 1990
Skills
Auditing, Forecasting, Accounting, Business Development, Corporate Finance, Microsoft Office, Due Diligence, Strategic Financial..., Project Management, Strategic Planning, Budgets, Purchasing, Mergers & Acquisitions, Real Estate, Contract Management, Financial Modeling, Negotiation, Contract Negotiation, Financial Reporting
Education
Millsaps College 1992 — 1993
MBA, Finance
University of Maryland College Park 1986 — 1988
BS Accounting, Accounting
Angie Basselman's KPMG Peat Marwick Experience July 1990 - May 1993
Job Assistant Controller at UC Health
Industry Accounting
Experience
UC Health August 2011 - Present
gyro May 2008 - August 2011
Ipsos Understanding UnLtd. July 2004 - May 2008
Frequency Marketing July 1996 - July 2004
Mercy Regional Health System May 1995 - July 1996
The Scotsman Group May 1993 - October 1994
KPMG Peat Marwick July 1990 - May 1993
Skills
Accounts Payable, Account Reconciliation, Accounting, Auditing, Forecasting
Education
Mount Vernon Nazarene University 2005 — 2007
Master of Arts in Education, Spanish
The Ohio State University 1985 — 1990
B.S.B.A., Accounting & International Business, Minor in Spanish
UC Health August 2011 - Present
gyro May 2008 - August 2011
Ipsos Understanding UnLtd. July 2004 - May 2008
Frequency Marketing July 1996 - July 2004
Mercy Regional Health System May 1995 - July 1996
The Scotsman Group May 1993 - October 1994
KPMG Peat Marwick July 1990 - May 1993
Skills
Accounts Payable, Account Reconciliation, Accounting, Auditing, Forecasting
Education
Mount Vernon Nazarene University 2005 — 2007
Master of Arts in Education, Spanish
The Ohio State University 1985 — 1990
B.S.B.A., Accounting & International Business, Minor in Spanish
Donald Myers's KPMG Peat Marwick Experience June 1986 - December 1987
Job Vice President, Chief Accounting Officer at Sungard Availability Services
Industry Information Technology and Services
Experience
Sungard Availability Services January 2015 - Present
Sungard Availability Services April 2014 - Present
SunGard Availability Services July 2010 - March 2014
GE Capital - Penske July 2001 - January 2009
GE Capital - Penske June 1997 - July 2001
GE Capital - Penske April 1990 - June 1997
Unisys January 1987 - April 1990
KPMG Peat Marwick June 1986 - December 1987
Exxon June 1984 - June 1986
Skills
Finance, Financial Reporting, Internal Controls, Accounting, Business Process..., Process Improvement, Six Sigma, Cross-functional Team..., Internal Audit, Auditing, Strategy, Management, Sarbanes-Oxley Act, Accounts Payable, Risk Management, Budgets, Leadership, Financial Analysis
Education
Marywood University 1982 — 1984
B.S., Accounting
Sungard Availability Services January 2015 - Present
Sungard Availability Services April 2014 - Present
SunGard Availability Services July 2010 - March 2014
GE Capital - Penske July 2001 - January 2009
GE Capital - Penske June 1997 - July 2001
GE Capital - Penske April 1990 - June 1997
Unisys January 1987 - April 1990
KPMG Peat Marwick June 1986 - December 1987
Exxon June 1984 - June 1986
Skills
Finance, Financial Reporting, Internal Controls, Accounting, Business Process..., Process Improvement, Six Sigma, Cross-functional Team..., Internal Audit, Auditing, Strategy, Management, Sarbanes-Oxley Act, Accounts Payable, Risk Management, Budgets, Leadership, Financial Analysis
Education
Marywood University 1982 — 1984
B.S., Accounting
Joan (CBC) Wieder's KPMG Peat Marwick Experience 1988 - 1992
Job Sr Traffic Analyst Workforce Management
Industry Insurance
Experience
Pennsburg Borough January 2010 - Present
Capital Blue Cross September 1993 - Present
KPMG Peat Marwick 1988 - 1992
Skills
Health Insurance, Call Centers, Healthcare, Telephone Skills, Microsoft Excel, Customer Service, Outlook, Process Improvement, Microsoft Office, Access, Customer Satisfaction, Team Building, HIPAA
Education
Montgomery County Community College 1982 — 1984
Associate, Business Admin
Pennsburg Borough January 2010 - Present
Capital Blue Cross September 1993 - Present
KPMG Peat Marwick 1988 - 1992
Skills
Health Insurance, Call Centers, Healthcare, Telephone Skills, Microsoft Excel, Customer Service, Outlook, Process Improvement, Microsoft Office, Access, Customer Satisfaction, Team Building, HIPAA
Education
Montgomery County Community College 1982 — 1984
Associate, Business Admin
Steven Piatak's KPMG Peat Marwick Experience 1993 - 1995
Job Senior Manager at Barnes Wendling Valuation Services, Inc.
Industry Accounting
Experience
Barnes Wendling Valuation Services, Inc. March 2013 - Present
Cohen & Company, Ltd. September 2003 - February 2013
Klinc and Associates, LLC December 2002 - August 2003
Mark Freeman Associates 1999 - 2002
Skoda, Minotti & Reeves, Certified Public Accountants 1995 - 1999
KPMG Peat Marwick 1993 - 1995
Skills
Accounting, Finance, Tax, Corporate Tax, Financial Reporting, Business Valuation, Forensic acc, Healthcare Consulting, Damages, Business Services, Project Management, Auditing, Financial Accounting, Restructuring, Mergers, QuickBooks, Tax Preparation, General Ledger, Financial analysis, Healthcare Analytics, GAAP, Fair Value, Financial Analysis
Education
Miami University 1989 — 1993
Bachelor's Degree, Accounting and Finance
Barnes Wendling Valuation Services, Inc. March 2013 - Present
Cohen & Company, Ltd. September 2003 - February 2013
Klinc and Associates, LLC December 2002 - August 2003
Mark Freeman Associates 1999 - 2002
Skoda, Minotti & Reeves, Certified Public Accountants 1995 - 1999
KPMG Peat Marwick 1993 - 1995
Skills
Accounting, Finance, Tax, Corporate Tax, Financial Reporting, Business Valuation, Forensic acc, Healthcare Consulting, Damages, Business Services, Project Management, Auditing, Financial Accounting, Restructuring, Mergers, QuickBooks, Tax Preparation, General Ledger, Financial analysis, Healthcare Analytics, GAAP, Fair Value, Financial Analysis
Education
Miami University 1989 — 1993
Bachelor's Degree, Accounting and Finance
Lynne Richman's KPMG Peat Marwick Experience January 1998 - November 1998
Job Marketing and Communications Professional
Industry Public Relations and Communications
Experience
Publications International, Ltd. November 2005 - December 2008
NOW Foods August 2001 - February 2003
Quicksilver Associates, Inc. April 1999 - December 2000
KPMG Peat Marwick January 1998 - November 1998
Accenture May 1992 - November 1997
Education
University of Illinois at Chicago 1970 — 1971
BFA, Painting, printmaking, art history, photography, English
Miami University 1967 — 1970
Painting, printmaking, art history, English
Publications International, Ltd. November 2005 - December 2008
NOW Foods August 2001 - February 2003
Quicksilver Associates, Inc. April 1999 - December 2000
KPMG Peat Marwick January 1998 - November 1998
Accenture May 1992 - November 1997
Education
University of Illinois at Chicago 1970 — 1971
BFA, Painting, printmaking, art history, photography, English
Miami University 1967 — 1970
Painting, printmaking, art history, English
Jonathan D. Anibal's KPMG Peat Marwick Experience 1978 - 1990
Job Insurance Counselor Agent/Broker
Industry Insurance
Experience
Boston Charter, Inc/Goss LLC 1990 - Present
Michigan Association of CPAs - American Institute of CPAs 1990 - 2012
Marsh 2007 - 2009
KPMG Peat Marwick 1978 - 1990
Skills
Property & Casualty..., Tax, Commercial Insurance, Financial Analysis, Strategic Planning, Auditing, Insurance, Mergers & Acquisitions, Strategy, Strategic Financial..., Management, Small Business, New Business Development, Microsoft Word, Microsoft Excel, Business Planning, Risk Management, Portfolio Management, Banking, Customer Service, Accounting
Education
Michigan State University
Accounting/Economics
Boston Charter, Inc/Goss LLC 1990 - Present
Michigan Association of CPAs - American Institute of CPAs 1990 - 2012
Marsh 2007 - 2009
KPMG Peat Marwick 1978 - 1990
Skills
Property & Casualty..., Tax, Commercial Insurance, Financial Analysis, Strategic Planning, Auditing, Insurance, Mergers & Acquisitions, Strategy, Strategic Financial..., Management, Small Business, New Business Development, Microsoft Word, Microsoft Excel, Business Planning, Risk Management, Portfolio Management, Banking, Customer Service, Accounting
Education
Michigan State University
Accounting/Economics
Timothy Burleski CPA CIA's KPMG Peat Marwick Experience December 1995 - November 1997
Job Director Internal Audit at NYSDOL
Industry Government Administration
Experience
New York State Department of Labor 2007 - Present
CDPHP 1999 - 2006
KeyCorp November 1997 - December 1998
KPMG Peat Marwick December 1995 - November 1997
Office of Inspector General General Service Administration September 1990 - November 1995
Education
New Jersey City University 1993 — 1995
bs, accounting
New York State Department of Labor 2007 - Present
CDPHP 1999 - 2006
KeyCorp November 1997 - December 1998
KPMG Peat Marwick December 1995 - November 1997
Office of Inspector General General Service Administration September 1990 - November 1995
Education
New Jersey City University 1993 — 1995
bs, accounting
Barry McKibben's KPMG Peat Marwick Experience January 1995 - January 1998
Job Senior Program Manager at Acqusition, Research and Logistics, Inc.
Industry Management Consulting
Experience
Acquisition, Research and Logistics, Inc January 2010 - Present
Fannie Mae January 1998 - February 2009
KPMG Peat Marwick January 1995 - January 1998
United States Navy May 1983 - February 1995
Skills
Risk Management, Program Management, PMP, DoD, Systems Engineering, Security Clearance, Requirements Analysis, Defense, Process Improvement, Military, Budgets, Change Management, Project Management, Navy, Government, Military Operations, SDLC, Space Systems, Military Experience, Management Consulting, Management, Requirements Gathering, Aircraft, Business Process..., Organizational..., Information Assurance, PMO, Federal Government, Homeland Security, Government Contracting, Top Secret, Leadership
Education
Naval Postgraduate School 1989 — 1992
MS, Astronautical Engineering
United States Naval Academy 1979 — 1983
BS, Systems Engineering
Acquisition, Research and Logistics, Inc January 2010 - Present
Fannie Mae January 1998 - February 2009
KPMG Peat Marwick January 1995 - January 1998
United States Navy May 1983 - February 1995
Skills
Risk Management, Program Management, PMP, DoD, Systems Engineering, Security Clearance, Requirements Analysis, Defense, Process Improvement, Military, Budgets, Change Management, Project Management, Navy, Government, Military Operations, SDLC, Space Systems, Military Experience, Management Consulting, Management, Requirements Gathering, Aircraft, Business Process..., Organizational..., Information Assurance, PMO, Federal Government, Homeland Security, Government Contracting, Top Secret, Leadership
Education
Naval Postgraduate School 1989 — 1992
MS, Astronautical Engineering
United States Naval Academy 1979 — 1983
BS, Systems Engineering
Dianna Deppe's KPMG Peat Marwick Experience 1978 - 1981
Job Accountant, Small Business Professional, Manager, Technology Enthusiast, Seeking new opportunities
Industry Accounting
Experience
Kelly Plourde Sales, Inc. May 2005 - June 2009
Mount & Borresen, Ltd. June 1996 - May 2005
Baker Tilly Virchow Krause, LLP December 1994 - May 1996
Dianna L. Schaefer, CPA 1981 - 1994
KPMG Peat Marwick 1978 - 1981
Education
Minnesota State University, Mankato 1975 — 1978
B.S., Accounting
Kelly Plourde Sales, Inc. May 2005 - June 2009
Mount & Borresen, Ltd. June 1996 - May 2005
Baker Tilly Virchow Krause, LLP December 1994 - May 1996
Dianna L. Schaefer, CPA 1981 - 1994
KPMG Peat Marwick 1978 - 1981
Education
Minnesota State University, Mankato 1975 — 1978
B.S., Accounting
Lourdes Giorgio's KPMG Peat Marwick Experience 1986 - 1987
Job Financial Services Professional VP
Industry Financial Services
Experience
Bear Stearns 1998 - 2008
Merrill Lynch 1987 - 1998
KPMG Peat Marwick 1986 - 1987
Skills
Budgets, Business Analysis, Equities, Financial Analysis, Fixed Income, Securities, Trading Systems, Capital Markets
Education
New Jersey City University
BS, Accounting
New York University
SCE, Computer Technology
Polytechnic University of the Philippines
BS, ECONOMICS
Torres High School
High School
Bear Stearns 1998 - 2008
Merrill Lynch 1987 - 1998
KPMG Peat Marwick 1986 - 1987
Skills
Budgets, Business Analysis, Equities, Financial Analysis, Fixed Income, Securities, Trading Systems, Capital Markets
Education
New Jersey City University
BS, Accounting
New York University
SCE, Computer Technology
Polytechnic University of the Philippines
BS, ECONOMICS
Torres High School
High School
Rich Ebersole's KPMG Peat Marwick Experience 1978 - 1984
Job CEO at Outdoor Promotions, LLC
Industry Marketing and Advertising
Experience
Outdoor Promotions, LLC 2009 - Present
Versus Technology January 2006 - December 2008
Mallard Cable 1999 - 2005
Outdoor Communications, Inc 1996 - 1999
OCI Corp. of Michigan 1987 - 1996
Backe Communications 1984 - 1987
KPMG Peat Marwick 1978 - 1984
Skills
Strategic Planning, New Business Development, Start-ups, Account Management, Team Building, Marketing Strategy, Marketing, Negotiation, Sales
Education
Michigan State University 1971 — 1977
Michigan State University 1971 — 1975
Outdoor Promotions, LLC 2009 - Present
Versus Technology January 2006 - December 2008
Mallard Cable 1999 - 2005
Outdoor Communications, Inc 1996 - 1999
OCI Corp. of Michigan 1987 - 1996
Backe Communications 1984 - 1987
KPMG Peat Marwick 1978 - 1984
Skills
Strategic Planning, New Business Development, Start-ups, Account Management, Team Building, Marketing Strategy, Marketing, Negotiation, Sales
Education
Michigan State University 1971 — 1977
Michigan State University 1971 — 1975
Larry Adoranti's KPMG Peat Marwick Experience 1980 - 1992
Job VicePresident Taxation and Corporate Secretary at Samuel, Son & Co., Limited
Industry Wholesale
Experience
Samuel, Son & Co., Limited July 2010 - Present
Samuel, Son & Co., Limited December 1992 - July 2010
KPMG Peat Marwick 1980 - 1992
Education
McMaster University 1976 — 1980
BComm, Accounting and Finance
Samuel, Son & Co., Limited July 2010 - Present
Samuel, Son & Co., Limited December 1992 - July 2010
KPMG Peat Marwick 1980 - 1992
Education
McMaster University 1976 — 1980
BComm, Accounting and Finance
Mark Mitroka's KPMG Peat Marwick Experience October 1990 - February 1992
Job Senior Vice President at HREC Investment Advisors
Industry Venture Capital & Private Equity
Experience
HREC Investment Advisors May 2013 - Present
Sojourn Advisors May 2003 - Present
Lincoln Financial Group December 2001 - May 2003
Covenant Care February 1996 - December 2001
Belgravia Capital January 1994 - February 1996
Dumas West & Co. March 1993 - January 1994
Larken February 1992 - March 1993
KPMG Peat Marwick October 1990 - February 1992
HVS October 1988 - October 1990
Skills
Real Estate, Asset Management, Finance, Negotiation, New Business Development, Asset Managment, Market Research
Education
Michigan State University 1984 — 1988
BA - College of Business, School of Hotel, Restaurant & Institutional Management
HREC Investment Advisors May 2013 - Present
Sojourn Advisors May 2003 - Present
Lincoln Financial Group December 2001 - May 2003
Covenant Care February 1996 - December 2001
Belgravia Capital January 1994 - February 1996
Dumas West & Co. March 1993 - January 1994
Larken February 1992 - March 1993
KPMG Peat Marwick October 1990 - February 1992
HVS October 1988 - October 1990
Skills
Real Estate, Asset Management, Finance, Negotiation, New Business Development, Asset Managment, Market Research
Education
Michigan State University 1984 — 1988
BA - College of Business, School of Hotel, Restaurant & Institutional Management
Mike Radliff's KPMG Peat Marwick Experience 1985 - 1987
Job President/CEO, First National Bank
Industry Banking
Experience
Credit Union 1 1993 - March 2015
Credit Union 1 1993 - March 2010
Kerber, Eck & Braeckel, CPAs 1987 - 1993
kerber, eck & braeckel 1987 - 1993
KPMG Peat Marwick 1985 - 1987
KPMG Peat Marwick 1985 - 1987
Education
Millikin University 1981 — 1985
BS Accounting, Accounting
Credit Union 1 1993 - March 2015
Credit Union 1 1993 - March 2010
Kerber, Eck & Braeckel, CPAs 1987 - 1993
kerber, eck & braeckel 1987 - 1993
KPMG Peat Marwick 1985 - 1987
KPMG Peat Marwick 1985 - 1987
Education
Millikin University 1981 — 1985
BS Accounting, Accounting
Janet Lynch's KPMG Peat Marwick Experience 1989 - 1992
Job Accounting/Finance
Industry Financial Services
Experience
The Johnsson Group 2001 - 2006
Motorola 2001 - 2001
Searle 1998 - 2000
Unilever 1992 - 1997
KPMG Peat Marwick 1989 - 1992
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing, E-Commerce
Marquette University 1985 — 1989
B.S. Science, Accounting
The Johnsson Group 2001 - 2006
Motorola 2001 - 2001
Searle 1998 - 2000
Unilever 1992 - 1997
KPMG Peat Marwick 1989 - 1992
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing, E-Commerce
Marquette University 1985 — 1989
B.S. Science, Accounting
Christine Lancing CPA, CA's KPMG Peat Marwick Experience September 1988 - September 1992
Job Principal Consultant and Owner Lancing Consulting nonprofits, strategic planning, fundraising, programs, finance
Industry Management Consulting
Experience
Lancing Consulting February 2011 - Present
EMAS Canada 2011 - Present
Emmanuel Christian School 2009 - Present
Health Partners International of Canada August 2008 - February 2011
Health Partners International of Canada September 2003 - August 2008
Health Partners International of Canada February 2000 - September 2003
Novartis September 1992 - February 2000
Novartis January 1997 - January 1999
KPMG Peat Marwick September 1988 - September 1992
Education
The George Washington University
Masters Certificate
Quebec Order of Chartered Accountants
Chartered Accountant
McGill University 1988 — 1989
Graduate Diploma in Public Accountancy
John Abbott College
Diploma
Riverdale High School
Lancing Consulting February 2011 - Present
EMAS Canada 2011 - Present
Emmanuel Christian School 2009 - Present
Health Partners International of Canada August 2008 - February 2011
Health Partners International of Canada September 2003 - August 2008
Health Partners International of Canada February 2000 - September 2003
Novartis September 1992 - February 2000
Novartis January 1997 - January 1999
KPMG Peat Marwick September 1988 - September 1992
Education
The George Washington University
Masters Certificate
Quebec Order of Chartered Accountants
Chartered Accountant
McGill University 1988 — 1989
Graduate Diploma in Public Accountancy
John Abbott College
Diploma
Riverdale High School
Ernest Gary's KPMG Peat Marwick Experience 1984 - 1988
Job Attorney / CPA
Industry Law Practice
Experience
Gary & Associates May 2008 - Present
Evercore 2005 - 2006
Sanofi-Synthelabo January 1991 - August 2001
KPMG Peat Marwick 1984 - 1988
Skills
Due Diligence, Tax, Mergers, Corporate Governance, Restructuring, Corporate Law, Financial Analysis, Accounting, International Tax, Investments, Private Equity, Strategic Financial..., Estate Planning, Corporate Tax, Start-ups, Mergers & Acquisitions
Education
New York Law School 1997 — 2001
JD/LLM, Law/Taxation
Saint John's University 1983 — 1986
MBA, Taxation
SUNY College at Old Westbury 1977 — 1980
BS, Accounting
Gary & Associates May 2008 - Present
Evercore 2005 - 2006
Sanofi-Synthelabo January 1991 - August 2001
KPMG Peat Marwick 1984 - 1988
Skills
Due Diligence, Tax, Mergers, Corporate Governance, Restructuring, Corporate Law, Financial Analysis, Accounting, International Tax, Investments, Private Equity, Strategic Financial..., Estate Planning, Corporate Tax, Start-ups, Mergers & Acquisitions
Education
New York Law School 1997 — 2001
JD/LLM, Law/Taxation
Saint John's University 1983 — 1986
MBA, Taxation
SUNY College at Old Westbury 1977 — 1980
BS, Accounting
Rosemarie Pronesti's KPMG Peat Marwick Experience 1987 - 1993
Job Call Monitoring & Lead Evaluation Specialist: Echo Consulting
Industry Automotive
Experience
Echo Consulting January 2006 - Present
Pronesti Surveying Incorporated 2000 - 2006
Fairfield Public School District 1998 - 2000
KPMG Peat Marwick 1987 - 1993
Skills
Automobile, Process Improvement, Automotive, Dealers, Vehicles, Product Management, Leadership, Reynolds, Customer Satisfaction, Profit, Training, Strategy, Sales Process, Sales Operations, Salesforce.com, Forecasting, Customer Retention, Team Building, New Business Development
Education
Montclair State University 1983 — 1987
Bachelor of Science in Business Administration, Accounting
Echo Consulting January 2006 - Present
Pronesti Surveying Incorporated 2000 - 2006
Fairfield Public School District 1998 - 2000
KPMG Peat Marwick 1987 - 1993
Skills
Automobile, Process Improvement, Automotive, Dealers, Vehicles, Product Management, Leadership, Reynolds, Customer Satisfaction, Profit, Training, Strategy, Sales Process, Sales Operations, Salesforce.com, Forecasting, Customer Retention, Team Building, New Business Development
Education
Montclair State University 1983 — 1987
Bachelor of Science in Business Administration, Accounting
Michael Bathurst's KPMG Peat Marwick Experience 1982 - 1989
Job Owner, Vin De Garde Wines, Ltd.
Industry Wine and Spirits
Experience
Vin De Garde Wines, Ltd. 1995 - Present
Michael S. Bathurst, CPA/CVA 1991 - 1995
Wells Fargo Bank 1989 - 1991
KPMG Peat Marwick 1982 - 1989
Skills
Accounting, Mergers, Tax, Management Consulting, Due Diligence
Education
University of San Francisco School of Law 1982 — 1985
JD
Michigan State University 1974 — 1976
MBA, Accounting and Finance
University of Windsor 1970 — 1973
Bachelor of Arts (B.A.), Theology & Philosophy
Vin De Garde Wines, Ltd. 1995 - Present
Michael S. Bathurst, CPA/CVA 1991 - 1995
Wells Fargo Bank 1989 - 1991
KPMG Peat Marwick 1982 - 1989
Skills
Accounting, Mergers, Tax, Management Consulting, Due Diligence
Education
University of San Francisco School of Law 1982 — 1985
JD
Michigan State University 1974 — 1976
MBA, Accounting and Finance
University of Windsor 1970 — 1973
Bachelor of Arts (B.A.), Theology & Philosophy
Geetha Sundaram's KPMG Peat Marwick Experience March 2000 - May 2001
Job SVP Third Party Program Management at Citi
Industry Financial Services
Experience
Citi June 2013 - Present
Standard & Poor's September 2011 - June 2013
Merrill Lynch November 2006 - June 2008
Visa 2008 - 2008
Deloitte & Touche June 2001 - October 2006
KPMG Peat Marwick March 2000 - May 2001
State of NY Metropolitan Transportation Authority 1996 - August 1999
New York University September 1994 - September 1996
Skills
Enterprise Risk..., Operational Risk..., Credit Risk, Risk Mitigation, Compliance Management, Basel II, Financial Analysis, Strategic Planning, Business Strategy, Program Management, Process Engineering, Key Performance..., Change Management, Credit Analysis, Forecasting, Corporate Finance, Financial Modeling, Operational Due..., Business Process..., Management Consulting, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Management, Finance
New York University 1994 — 1996
MS, Public Policy & Management
Citi June 2013 - Present
Standard & Poor's September 2011 - June 2013
Merrill Lynch November 2006 - June 2008
Visa 2008 - 2008
Deloitte & Touche June 2001 - October 2006
KPMG Peat Marwick March 2000 - May 2001
State of NY Metropolitan Transportation Authority 1996 - August 1999
New York University September 1994 - September 1996
Skills
Enterprise Risk..., Operational Risk..., Credit Risk, Risk Mitigation, Compliance Management, Basel II, Financial Analysis, Strategic Planning, Business Strategy, Program Management, Process Engineering, Key Performance..., Change Management, Credit Analysis, Forecasting, Corporate Finance, Financial Modeling, Operational Due..., Business Process..., Management Consulting, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Management, Finance
New York University 1994 — 1996
MS, Public Policy & Management
Stephen Schram's KPMG Peat Marwick Experience June 1995 - September 1998
Job Finance Manager at Jenner & Block
Industry Financial Services
Experience
Jenner & Block November 2014 - Present
Aon Risk Solutions September 2011 - November 2014
Arrow Financial Services LLC, a Sallie Mae Company August 2005 - September 2011
Aon November 2001 - August 2005
InstallShield Software Corporation November 1999 - November 2001
Household International September 1998 - November 1999
KPMG Peat Marwick June 1995 - September 1998
Stone Container Corporation July 1993 - June 1995
General Motors April 1989 - July 1993
Skills
Financial Analysis, Analysis, Finance, Accounting, Risk Management, Financial Reporting, Management, Financial Planning, Process Improvement, Financial Modeling
Education
Wayne State University 1990 — 1992
MBA, Finance
Miami University 1984 — 1988
BS, Accounting
Jenner & Block November 2014 - Present
Aon Risk Solutions September 2011 - November 2014
Arrow Financial Services LLC, a Sallie Mae Company August 2005 - September 2011
Aon November 2001 - August 2005
InstallShield Software Corporation November 1999 - November 2001
Household International September 1998 - November 1999
KPMG Peat Marwick June 1995 - September 1998
Stone Container Corporation July 1993 - June 1995
General Motors April 1989 - July 1993
Skills
Financial Analysis, Analysis, Finance, Accounting, Risk Management, Financial Reporting, Management, Financial Planning, Process Improvement, Financial Modeling
Education
Wayne State University 1990 — 1992
MBA, Finance
Miami University 1984 — 1988
BS, Accounting
Lisa Duzansky's KPMG Peat Marwick Experience January 1990 - January 1992
Job Tax Accountant at Kubiak & Kubiak Accounting
Industry Accounting
Experience
KUBIAK & KUBIAK LTD January 1995 - Present
ST. PAUL FEDERAL BANK January 1992 - January 1995
KPMG Peat Marwick January 1990 - January 1992
Skills
Accounting, Auditing, Financial Statements, Internal Controls, Tax, Internal Audit, Finance, Tax Returns, Microsoft Word, Microsoft Excel
Education
Marquette University 1986 — 1990
B.S., Accounting
KUBIAK & KUBIAK LTD January 1995 - Present
ST. PAUL FEDERAL BANK January 1992 - January 1995
KPMG Peat Marwick January 1990 - January 1992
Skills
Accounting, Auditing, Financial Statements, Internal Controls, Tax, Internal Audit, Finance, Tax Returns, Microsoft Word, Microsoft Excel
Education
Marquette University 1986 — 1990
B.S., Accounting
Steve Bronnenberg's KPMG Peat Marwick Experience October 1987 - June 1988
Job Business Advisory Services Director at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP December 2013 - Present
Town North Bank May 2010 - December 2013
RSM McGladrey March 2002 - April 2010
Marquette Financial Companies July 1999 - March 2002
BBVA Compass June 1988 - July 1999
KPMG Peat Marwick October 1987 - June 1988
BBVA Compass July 1986 - October 1987
Skills
Auditing, Process Improvement, Financial Analysis, Risk Management, Internal Controls, Credit, Banking, Credit Analysis, Finance, Commercial Banking, Internal Audit, Negotiation, Forecasting, Financial Reporting, Financial Modeling, Portfolio Management, Management
Education
Samford University 1988 — 1993
MBA
Mississippi State University 1982 — 1986
Bachelor of Professional Accountancy
Grant Thornton LLP December 2013 - Present
Town North Bank May 2010 - December 2013
RSM McGladrey March 2002 - April 2010
Marquette Financial Companies July 1999 - March 2002
BBVA Compass June 1988 - July 1999
KPMG Peat Marwick October 1987 - June 1988
BBVA Compass July 1986 - October 1987
Skills
Auditing, Process Improvement, Financial Analysis, Risk Management, Internal Controls, Credit, Banking, Credit Analysis, Finance, Commercial Banking, Internal Audit, Negotiation, Forecasting, Financial Reporting, Financial Modeling, Portfolio Management, Management
Education
Samford University 1988 — 1993
MBA
Mississippi State University 1982 — 1986
Bachelor of Professional Accountancy
Ron Duckworth's KPMG Peat Marwick Experience 1977 - 1979
Job Controller at Kerioth Corporation
Industry Real Estate
Experience
Kerioth Corporation April 2008 - Present
Mill Creek Rehab 1997 - 1999
River Oaks Hospital 1990 - 1995
St. Dominic Hospital August 1983 - June 1990
KPMG Peat Marwick 1977 - 1979
Skills
Accounting, Financial Reporting, Auditing, General Ledger, Cash Management, Tax, CPA, Finance, Tax Preparation, Income Tax, Mergers & Acquisitions, Strategic Financial..., Nonprofits, Insurance, Financial Statements, QuickBooks, Managerial Finance, GAAP, Business Strategy, Microsoft Office, Management, Customer Service, Payroll, Small Business, Fixed Assets, Account Reconciliation, Corporate Tax, Accounts Receivable, Internal Audit, Analysis, Sales Tax, Business Planning, Bookkeeping, Tax Returns
Education
Mississippi State University 1973 — 1977
B.S., Business & Industry - Accounting
Kerioth Corporation April 2008 - Present
Mill Creek Rehab 1997 - 1999
River Oaks Hospital 1990 - 1995
St. Dominic Hospital August 1983 - June 1990
KPMG Peat Marwick 1977 - 1979
Skills
Accounting, Financial Reporting, Auditing, General Ledger, Cash Management, Tax, CPA, Finance, Tax Preparation, Income Tax, Mergers & Acquisitions, Strategic Financial..., Nonprofits, Insurance, Financial Statements, QuickBooks, Managerial Finance, GAAP, Business Strategy, Microsoft Office, Management, Customer Service, Payroll, Small Business, Fixed Assets, Account Reconciliation, Corporate Tax, Accounts Receivable, Internal Audit, Analysis, Sales Tax, Business Planning, Bookkeeping, Tax Returns
Education
Mississippi State University 1973 — 1977
B.S., Business & Industry - Accounting
Nancy M. Earley's KPMG Peat Marwick Experience January 1987 - January 1991
Job Senior Credit Analyst at Fulton Bank
Industry Banking
Experience
Fulton Bank N.A. (Resource Bank) 2004 - Present
Fulton Bank N.A. (Resource Bank) 1994 - 2004
Dominion Bank 1992 - 1993
KPMG Peat Marwick January 1987 - January 1991
Skills
Accounting, Banking, Credit Analysis, Credit Administration, Credit Review, Credit, Credit Risk, Commercial Credit, Credit Assessment, Credit Operations, Auditing, Analysis, Loans, Portfolio Management, Commercial Lending, Financial Risk, Commercial Banking, Loan Servicing, Small Business Lending, Internal Controls
Education
Norfolk State University
B.A., Accounting
Norfolk State University
Bachelor of Applied Science (B.A.Sc.), Accounting
Fulton Bank N.A. (Resource Bank) 2004 - Present
Fulton Bank N.A. (Resource Bank) 1994 - 2004
Dominion Bank 1992 - 1993
KPMG Peat Marwick January 1987 - January 1991
Skills
Accounting, Banking, Credit Analysis, Credit Administration, Credit Review, Credit, Credit Risk, Commercial Credit, Credit Assessment, Credit Operations, Auditing, Analysis, Loans, Portfolio Management, Commercial Lending, Financial Risk, Commercial Banking, Loan Servicing, Small Business Lending, Internal Controls
Education
Norfolk State University
B.A., Accounting
Norfolk State University
Bachelor of Applied Science (B.A.Sc.), Accounting
Rich Lodmell's KPMG Peat Marwick Experience July 1988 - March 1992
Job Chief Financial Officer at Gee Automotive Companies
Industry Accounting
Experience
Gee Automotive Companies October 2014 - Present
Lanphere Enterprises 2011 - September 2014
Kuni Automotive 2006 - 2010
PacifiCorp 2001 - 2006
CenturyTel March 1992 - August 2001
KPMG Peat Marwick July 1988 - March 1992
Skills
Forecasting, Budgeting, Essbase, SAP, Cash Management, Financial Reporting, Consolidation, Hyperion, Hyperion Enterprise, Budgets, Variance Analysis, Managerial Finance, Auditing
Education
Montana State University-Bozeman 1984 — 1987
Bachelor of Science
Gee Automotive Companies October 2014 - Present
Lanphere Enterprises 2011 - September 2014
Kuni Automotive 2006 - 2010
PacifiCorp 2001 - 2006
CenturyTel March 1992 - August 2001
KPMG Peat Marwick July 1988 - March 1992
Skills
Forecasting, Budgeting, Essbase, SAP, Cash Management, Financial Reporting, Consolidation, Hyperion, Hyperion Enterprise, Budgets, Variance Analysis, Managerial Finance, Auditing
Education
Montana State University-Bozeman 1984 — 1987
Bachelor of Science
Louis J. Beierle's KPMG Peat Marwick Experience September 1980 - June 1989
Job Chief Audit Executive at Hudson City Bancorp, Inc.
Industry Banking
Experience
Hudson City Bancorp, Inc. January 2007 - Present
Montclair Savings Bank July 1989 - September 1993
KPMG Peat Marwick September 1980 - June 1989
Skills
Internal Audit, Banking, Financial Reporting, Financial Accounting, Financial Risk, Sarbanes-Oxley, Internal Controls, Enterprise Risk..., Financial Analysis, Fraud, Sarbanes-Oxley Act, Cash Management, Risk Management, Corporate Finance, Finance, Operational Risk, Capital Markets, OFAC, Operational Risk..., AML, Credit Risk, External Audit, Financial Services, Treasury, Market Risk, Retail Banking, Credit, KYC, Bank Secrecy Act, Credit Analysis, COSO, Risk Assessment, Commercial Banking
Education
Rutgers University
Master of Business Administration (MBA), Accounting
Montclair State University
Bachelor of Arts (B.A.), English
Hudson City Bancorp, Inc. January 2007 - Present
Montclair Savings Bank July 1989 - September 1993
KPMG Peat Marwick September 1980 - June 1989
Skills
Internal Audit, Banking, Financial Reporting, Financial Accounting, Financial Risk, Sarbanes-Oxley, Internal Controls, Enterprise Risk..., Financial Analysis, Fraud, Sarbanes-Oxley Act, Cash Management, Risk Management, Corporate Finance, Finance, Operational Risk, Capital Markets, OFAC, Operational Risk..., AML, Credit Risk, External Audit, Financial Services, Treasury, Market Risk, Retail Banking, Credit, KYC, Bank Secrecy Act, Credit Analysis, COSO, Risk Assessment, Commercial Banking
Education
Rutgers University
Master of Business Administration (MBA), Accounting
Montclair State University
Bachelor of Arts (B.A.), English
Denise Casey Burns's KPMG Peat Marwick Experience December 1991 - June 1992
Job Personnel Administrator at NYS Office for People with Developmental Disabilities
Industry Human Resources
Experience
NYS Office for People with Developmental Disabilities June 2015 - Present
Phelps Memorial Hospital December 2014 - June 2015
Dress Barn February 2001 - June 2011
Dress Barn February 2001 - October 2003
Hertz Equipment Rental August 1992 - September 2000
KPMG PEAT MARWICK December 1991 - June 1992
FRITO-LAY, INC November 1989 - June 1991
Education
Mercy College
B.S, General Business Administration
NYS Office for People with Developmental Disabilities June 2015 - Present
Phelps Memorial Hospital December 2014 - June 2015
Dress Barn February 2001 - June 2011
Dress Barn February 2001 - October 2003
Hertz Equipment Rental August 1992 - September 2000
KPMG PEAT MARWICK December 1991 - June 1992
FRITO-LAY, INC November 1989 - June 1991
Education
Mercy College
B.S, General Business Administration
Todd Knouse's KPMG Peat Marwick Experience October 1988 - January 1991
Job Accounting, Tax, and Finance Professional with several years of high level work experience
Industry Financial Services
Experience
Susan Keeton, CPA, P.A. January 2006 - April 2014
Suplee & Shea, P.A. September 1995 - January 2006
McGonagill & Company, P.A. December 1992 - September 1995
Wealthstone, Inc. (formerly Professional Planning Consultants) January 1991 - December 1992
KPMG Peat Marwick October 1988 - January 1991
Price Waterhouse Coopers September 1984 - August 1986
Skills
Accounting, Corporate Tax, Individual Tax, Partnership Taxation, Financial Reporting, Financial Analysis, Compilation and Review, Auditing, Taxation, Accurate, Fast-paced, Finance, Analytical Skills, Microsoft Excel, Microsoft Word, Tax, Supervision, QuickBooks, Team Viewer
Education
The Ohio State University 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Miami University 1980 — 1984
Bachelor's Degree, Accountancy
Upper Arlington High School 1976 — 1980
High School
Susan Keeton, CPA, P.A. January 2006 - April 2014
Suplee & Shea, P.A. September 1995 - January 2006
McGonagill & Company, P.A. December 1992 - September 1995
Wealthstone, Inc. (formerly Professional Planning Consultants) January 1991 - December 1992
KPMG Peat Marwick October 1988 - January 1991
Price Waterhouse Coopers September 1984 - August 1986
Skills
Accounting, Corporate Tax, Individual Tax, Partnership Taxation, Financial Reporting, Financial Analysis, Compilation and Review, Auditing, Taxation, Accurate, Fast-paced, Finance, Analytical Skills, Microsoft Excel, Microsoft Word, Tax, Supervision, QuickBooks, Team Viewer
Education
The Ohio State University 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Miami University 1980 — 1984
Bachelor's Degree, Accountancy
Upper Arlington High School 1976 — 1980
High School
Lisa Poirier's KPMG Peat Marwick Experience 1986 - 1988
Job Owner/Consultant at Apex Consulting
Industry Financial Services
Experience
Apex Consulting March 2014 - Present
Kuukpik Corporation February 2012 - February 2014
Apex Consulting January 1999 - January 2012
MACtel, Inc. January 1996 - December 1998
ATU Telecommunications, Inc. February 1991 - December 1995
Seibu Alaska, Inc. 1988 - 1990
KPMG Peat Marwick 1986 - 1988
Education
Montana State University-Bozeman
Bachelor's Degree, Accounting and Business/Management
Apex Consulting March 2014 - Present
Kuukpik Corporation February 2012 - February 2014
Apex Consulting January 1999 - January 2012
MACtel, Inc. January 1996 - December 1998
ATU Telecommunications, Inc. February 1991 - December 1995
Seibu Alaska, Inc. 1988 - 1990
KPMG Peat Marwick 1986 - 1988
Education
Montana State University-Bozeman
Bachelor's Degree, Accounting and Business/Management
Alexander Carlin's KPMG Peat Marwick Experience 1998 - 2000
Job Senior VP Finance & Operations at S&N Debt Solutions, LLC
Industry Financial Services
Experience
S&N Debt Solutions, LLC January 2015 - Present
Nova Capital International LLC 2012 - Present
Apollo Capital Group 2004 - 2012
First Madison Securities Ltd. 2002 - 2004
Cowen and Company 2000 - 2002
KPMG Peat Marwick 1998 - 2000
Summit Capital Group 1996 - 1998
Morgan Stanley 1994 - 1996
Arthur Andersen & Co. 1991 - 1994
Skills
investment banking,..., Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Equities, Portfolio Management, Equity Research, Investments, Financial Structuring, IPO, Trading, Finance, Private Equity, Securities, Venture Capital, Financial Analysis, Private Placements, Capital Markets, Project Finance, Financial Modeling
Education
The George Washington University - School of Business 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
McGill University 1987 — 1988
Psychology
S&N Debt Solutions, LLC January 2015 - Present
Nova Capital International LLC 2012 - Present
Apollo Capital Group 2004 - 2012
First Madison Securities Ltd. 2002 - 2004
Cowen and Company 2000 - 2002
KPMG Peat Marwick 1998 - 2000
Summit Capital Group 1996 - 1998
Morgan Stanley 1994 - 1996
Arthur Andersen & Co. 1991 - 1994
Skills
investment banking,..., Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Corporate Finance, Equities, Portfolio Management, Equity Research, Investments, Financial Structuring, IPO, Trading, Finance, Private Equity, Securities, Venture Capital, Financial Analysis, Private Placements, Capital Markets, Project Finance, Financial Modeling
Education
The George Washington University - School of Business 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
McGill University 1987 — 1988
Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY