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
Duke Energy Corporation July 2012 - Present
Progress Energy September 2010 - August 2012
Progress Energy March 2009 - September 2010
Progress Energy July 2006 - March 2009
Progress Energy Service Company June 2005 - July 2006
Progress Energy April 2002 - June 2005
Strategic Resource Solutions January 1998 - April 2002
Entergy Security Corporation August 1994 - December 1997
KPMG Peat Marwick January 1992 - August 1994
Skills
Change Management, Process/Policy..., Internal Controls, Auditing, Business Process, Financial Reporting, Accounting, Mergers & Acquisitions, GAAP, Budgets, Management, Variance Analysis, Internal Audit, Finance, Procurement, Integration, Leadership, Account Reconciliation, Sarbanes-Oxley Act
Education
North Carolina State University 1987 — 1991
BA, Accounting
& Management Company 1992 - Present
KPMG Peat Marwick 1987 - 1992
Skills
Investments, Private Equity, Alternative Investments, Hedge Funds, Asset Management, Equities, Investment Advisory, Financial Modeling, Valuation
Education
Stanford University 1999 — 2004
MLA, Liberal Arts
Portland State University
BS, Business: Accounting
Michelle R. Montgomery, P.L.L.C. 2011 - Present
Jahn & Associates January 2009 - July 2012
Michelle Montgomery 1992 - 2008
Broken Chains 1991 - 1992
Regent University 1990 - 1991
KPMG Peat Marwick 1987 - 1990
Christian Broadcasting Network September 1985 - July 1987
Skills
Tax, Financial Analysis, Financial Reporting, Nonprofits, Small Business, Start-ups, IRS problem resolution, Strategic Planning, Payroll, Accounting, Auditing, Public Speaking, Team Building, Tax Research, Tax Accounting, Budgets, QuickBooks
Education
Regent University 1985 — 1987
M.B.A.
Oral Roberts University 1981 — 1985
B.S., Accounting
Green Run High School
The RiverStone Group January 2011 - May 2014
The RiverStone Group March 2003 - December 2010
The RiverStone Group August 1995 - February 2003
KPMG Peat Marwick 1990 - 1995
Skills
Internal Controls, Insurance, Financial Reporting, Accounting, GAAP, Enterprise Risk..., Auditing, Financial Analysis, Internal Audit, Risk Management, Sarbanes-Oxley, General Ledger, CPA, US GAAP, Reinsurance, Due Diligence, Business Process..., Financial Accounting, Cash Management, Cash Flow
Education
Northern Illinois University 1986 — 1990
Bachelor's degree, Accounting
CBRE 2013 - Present
Grant Thornton LLP 2011 - 2013
Luminant 2005 - 2010
SCI-ROEV Realty Group 1997 - 2005
FDIC 1990 - 1997
Trammell Crow Company 1981 - 1986
Republic Bank Dallas 1980 - 1981
KPMG Peat Marwick 1977 - 1980
Skills
Fund Accounting, Essbase, Management Accounting, Financial Reporting, Strategy Development..., SEC and Management..., Business Performance..., Decision Support and..., Finance Team Recruiting..., Financial Analysis, GAAP, Cash Flow, Financial Modeling, Forecasting, Internal Controls, Internal Audit, Finance, Valuation, Analysis, Budgets, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Financial Statements, Accounting, Tax, Auditing, Financial Risk, Strategy, External Audit, Managerial Finance, General Ledger, Strategic Financial..., Account Reconciliation, Management, Cash Management, US GAAP, Fixed Assets, CPA, Consolidation, Cash Flow Forecasting, Corporate Finance, Due Diligence, Risk Management, Cost Accounting, Investments, Variance Analysis, Treasury Management, Mergers & Acquisitions, Portfolio Management
Education
Oklahoma State University 1973 — 1977
B.S., Accounting
PPT Consulting 2015 - Present
David's Bridal 2010 - 2014
David's Bridal 2002 - 2010
MF Smith & Associates 1996 - 2002
Richard A. Eisner & Co. 1994 - 1996
ADP 1990 - 1994
Donald B. Cook & Associates 1989 - 1990
ADP 1987 - 1989
KPMG Peat Marwick 1983 - 1987
Skills
Vendor Relations, Retail, Supply Chain, Process Improvement, Flow Charts, Cost Reduction, Productivity Improvement, Performance Measurement, Reporting & Analysis, Business Documentation, Management Consulting, Process Consulting, Logistics, Supply Chain Management, Operations Management, Vendor Management, Warehouse Management, Apparel, Documentations, Strategy, Team Building, Budgets, Merchandising, Cross-functional Team..., Profit, Inventory Control, Income Statement, P&L, Inventory Management, Demand Planning, Management
Education
Penn State University 1978 — 1982
B.S, Industrial & Management Engineering
Wells Fargo Bank October 2003 - Present
Charles Schwab August 1998 - December 2002
PricewaterhouseCoopers April 1996 - August 1998
KPMG Peat Marwick July 1992 - April 1996
Westridge Capital Management April 1991 - August 1991
Security Pacific Bank September 1983 - September 1990
Skills
Wealth Management, Equities, Operational Efficiency, Banking, Analytics, Business Strategy, Client Experience, Product Management, Financial Services, Relationship Management, Credit, Strategy, Risk Management, Portfolio Management, Leadership, Investments, Management
Education
University of California, Los Angeles 1990 — 1992
MBA, Strategy and Finance
Penn State University
BS, Marketing
Alego Health September 2013 - October 2014
Dunwoody Village March 2010 - February 2013
American Heritage Communities July 2007 - November 2009
2003- July July 2002 - July 2007
INGLIS INNOVATIVE SERVICES January 1999 - January 2003
VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA January 1991 - January 1999
KPMG Peat Marwick January 1987 - January 1991
Skills
Accounting, Accounts Receivable, Budgets, Accounts Payable, Auditing, Leadership, Analysis, Process Improvement, General Ledger, Business Planning, Healthcare, Cost Accounting, Finance, Internal Controls, Financial Modeling, Cash Management, Team Building, Nonprofits, Financial Reporting, Financial Analysis, Medicare, Coaching, Teamwork, Financial Accounting, Training, Start-ups, Payroll, Strategic Planning, Management, Strategy, Employee Benefits, Policy, Medicaid, Healthcare Management, Public Speaking, Budgeting
Education
Penn State University 1983 — 1987
BS
Certified Public Accountant
Saint Joseph's University
MBA
Consulting April 2012 - Present
JPMorgan Chase September 1994 - May 2012
Braver Stern Securities Corp November 2009 - April 2012
JFI Family Investments LLC May 2008 - November 2009
Cantor Fitzgerald May 2003 - November 2008
Nomura Securities International November 2004 - May 2008
Goldman Sachs August 1990 - September 1994
Bear Stearns December 1987 - August 1990
KPMG Peat Marwick August 1985 - December 1987
Skills
Securities, Fixed Income, Equities, Finance, Derivatives, Swaps, Hedge Funds, Private Equity, Financial Reporting, Mutual Funds, Credit, Financial Services, Credit Derivatives, Accounting, Capital Markets
Education
Pace University - Lubin School of Business 1981 — 1987
BBA, MBA, Accounting & Finance
Lafayette High School
Lafayette High School
Lafayette High School
VELUX 2010 - Present
Atlanta Ballet July 2010 - August 2013
SJ Pharmaceuticals LLC 2008 - 2010
Special Olympics Georgia 2004 - 2010
Diversified Agency Services, a division of Omnicom Group, Inc. 2003 - 2008
Grizzard Communications Group, Inc./OMNICOM Group Inc 2003 - November 2007
Zyman Marketing Group 2000 - 2003
The Coca-Cola Company 1984 - 2000
KPMG Peat Marwick 1981 - 1984
Skills
Business Development, Change Management, Team Leadership, Private Equity, Mergers, GAAP, Board of Director..., International, Board of Directors, Leadership, Mergers & Acquisitions, Auditing, Strategic Planning, Strategy, Business Planning, Internal Controls, Financial Reporting, Budgets, Risk Management, Business Strategy, Executive Management, Due Diligence, Finance, Corporate Finance, Accounting, Financial Analysis, Restructuring, Analysis, Managerial Finance, Negotiation, Human Resources, Marketing, Management Consulting, Forecasting, Start-ups, Financial Modeling, Financial Audits, Strategic Financial..., US GAAP, Sarbanes-Oxley Act, Pricing, Cash Flow, Acquisition Integration, Cash Management, Financial Planning
Education
University of Georgia - Terry College of Business 1976 — 1981
Masters in Accounting, International Business and Accounting
Nyenrode Business University 1978 — 1979
IBP, International Business and Economics
Uwajimaya Inc. August 2012 - Present
Duty Free Shoppers (DFS) Galleria June 2005 - December 2011
Duty Free Shoppers (DFS) Galleria August 2004 - May 2005
Duty Free Shoppers (DFS) Galleria June 1994 - August 2004
KPMG Peat Marwick February 1992 - March 1994
Education
Polytechnic University of the Philippines
Bachelor's, Accountancy
Monroe Community College January 2010 - Present
Swain Hicks Financial Group July 1998 - June 2011
Arthur Andersen LLP July 1996 - June 1998
KPMG Peat Marwick July 1993 - July 1996
Skills
Tax, Auditing, Public Speaking, PowerPoint, Research, Microsoft Office, Microsoft Word, Event Planning, Staff Development, Coaching, Strategic Planning, Editing, Budgets, Customer Service, Leadership, Analysis, Data Analysis, Sales, Blogging, Microsoft Excel, Training, Money Management
Education
Penn State University 1991 — 1993
M.S., Business Administration, Accounting
Penn State University 1986 — 1990
B.A., General Arts & Sciences - International Business
Northwest Missouri State University 2010 - Present
Heartland Health 1995 - 2010
Heartland Health 1991 - 1995
KPMG Peat Marwick 1988 - 1991
Skills
Budgets, Leadership, Process Improvement, Accounting, Risk Management, Contract Management, Business Planning, Financial Analysis, Finance, Business Process..., Strategic Planning, Team Building, Access, Analysis, Data Analysis, Customer Service, Public Speaking, Microsoft Excel, Nonprofits, Event Planning
Education
Webster University 1992 — 1995
MBA
Northwest Missouri State University 1983 — 1988
BS, Accounting, Computer Science
South Harrison High School 1980 — 1983
Verizon Telematics, Inc. October 2014 - Present
Resources Global Professionals February 2014 - Present
Jamaica Ambassador Programs October 2010 - Present
Munich Reinsurance America, Inc. August 2011 - July 2013
Siemens April 2007 - October 2010
Hewlett-Packard August 1997 - August 2006
AT&T 1992 - 1997
KPMG Peat Marwick 1983 - 1986
Skills
Strategic Planning, Financial Reporting, International Business, Financial Analysis, Management, Decision Support, Forecasting, Controllership Functions, Corporate FP&A, Trusted Business Partner, Financial Guidance, Financial Management..., Close Process, Financial Policies &..., Financial Modeling, Sarbanes-Oxley Act, Business Process..., Strategic Financial..., Process Improvement, Risk Management, Budgets, Accounting, Financial Forecasting, Leadership, Finance, Cross-functional Team..., Professional Services, Business Planning, Access, Managerial Finance, Executive Management, Project Management, Business Strategy, Consulting, Auditing, Budgeting, Program Management, Financial Planning, Project Planning
Education
Northwestern University - Kellogg School of Management 2004 — 2004
Certificate, Executive Development Program
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance and International Business
Pace University 1979 — 1983
BBA, Public Accounting
Evander Childs H.S.
H.S. Diploma, Academic
Starrco 2011 - Present
Wiza Industries May 2009 - January 2010
Anderson Mfg Co April 2007 - December 2008
The Highland Group February 2007 - November 2007
World Wide Fittings August 2004 - November 2006
MacLean Fogg Company August 1995 - April 2004
ATF Inc May 1980 - March 1991
Beatrice Foods 1978 - 1980
KPMG Peat Marwick 1974 - 1978
US Navy May 1970 - July 1973
Skills
Supply Chain, Management, Budgets, Purchasing, Supply Chain Management, Business Process..., Process Improvement, Inventory Management, Project Management, Strategic Planning, Manufacturing, Procurement, Leadership, Logistics, Start-ups, Program Management, Forecasting, Contract Negotiation, Mergers & Acquisitions, Team Building, Lean Manufacturing, Continuous Improvement
Education
The University of Chicago
MBA, Finance / Acctg / Finance
Northwestern University
BS, Chem Eng
Perkins & Co January 1997 - Present
KPMG Peat Marwick 1994 - 1996
Bitte, Winchell & Skoglund PC September 1988 - September 1990
Skills
Accounting, Real Estate, Tax, Professional Services, Estate Planning, Construction, Income Tax, Investments, GAAP, Tax Accounting, Auditing, Tax Preparation, Real Estate Development, CPA, Tax Returns, Sarbanes-Oxley Act, Leadership, Forensic Accounting, High Net Worth..., Due Diligence, Corporate Tax, Internal Controls, Tax Research, Financial Statements, Revenue Recognition, ProSystem fx Tax, Financial Reporting, General Ledger, US GAAP, QuickBooks, Partnership Taxation, S Corporations, Tax Advisory, Financial Accounting, SEC filings, Trust Taxation
Education
Oregon State University
Accounting and Business/Management
Portland State University
Accounting
Keller Williams Realty - Little Rock March 2007 - Present
Keller Williams Realty 2007 - Present
Riggs - Caterpillar March 1964 - December 2006
KPMG Peat Marwick June 1962 - March 1964
Skills
Buyer Representation, Sellers Agent, First Time Home Buyers, Luxury, Construction Consulting, REO, Sellers, Relocation Buyers, Referrals, Real Estate, Short Sales, Foreclosures, Listings, Residential Homes, Selling, Property, Move Up Buyers, New Home Sales, SFR, New Homes, ABR, Townhomes, Buyers, HUD, Vacation Homes, Real Property, Relocation, Single Family Homes, Income Properties, Real Estate Development, Waterfront, Seller Representation, 1031 Exchanges, Listing Homes, Investors, National Association of..., Seniors
Education
Northwestern State University 1959 — 1962
BA, Accounting and Business
Grand Cane High School, Grand Cane, Louisiana 1947 — 1959
High School Graduate Collage Prep Curriculum, College Prep Courses
MedSpan Research July 1996 - Present
RMK and Associates 1996 - 2008
KPMG Peat Marwick April 1995 - July 1996
Tiber Group September 1991 - April 1995
Baxter 1987 - 1992
Accenture 1979 - 1981
Skills
Qualitative Research, Quantitative Research, Healthcare Industry, Market Research, Focus Groups, Advertising Research, Survey Design, Moderating, Questionnaires, Primary Research, International Research, Report Writing, Copy Testing, Research Project..., Research Design, Conjoint, Marketing Research, Conjoint Analysis, Healthcare Consulting, Healthcare, Entrepreneur, Competitive Analysis, Strategy, Project Management, Managed Care, Hospitals, Pharmaceutical Industry, Analysis, Biotechnology, Entrepreneurship, Segmentation, Market Intelligence, Strategic Planning, Medical Devices, Data Analysis, Customer Insight, Market Analysis, Integrated Marketing, Positioning, Marketing, Global Marketing, Physicians, Consumer Behaviour, Analytics, Strategic Consulting, Product Launch, Brand Equity, Business Insights, Mergers & Acquisitions, Commercialization
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA with Honors, Finance
Princeton University 1975 — 1979
BSE, Aeronautical and Mechanical Engineering
Grove Medical, Inc. June 2001 - Present
HomePoint.com April 1999 - January 2001
Claremont Technology Group November 1997 - December 1998
Claremont Technology Group July 1996 - November 1997
KPMG Peat Marwick October 1994 - July 1996
Skills
Process Improvement, Strategic Planning, Team Building, Account Management, Healthcare, Operations Management, Sales Management, New Business Development, Change Management, Epicor, Team Leadership, ERP, Sales Operations, Forecasting, Coaching, Financial Analysis, Business Intelligence, Outlook, Business Analysis, Medical Devices, Analysis, Selling, Risk Management, Accounting, Management, Strategy, Microsoft Excel, Leadership, Product Management, Start-ups, Inventory Management, Cross-functional Team..., Business Development, Customer Service, Sales, Supply Chain Management, Business Strategy, Purchasing, Executive Management, Negotiation, Management Consulting, Budgets, Business Planning, Microsoft Word, CRM, Marketing Strategy, Microsoft Office, Mergers & Acquisitions, Contract Negotiation, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Masters, Accounting
North Carolina State University - College of Management 1990 — 1993
MSM, Management
North Carolina State University 1985 — 1990
BS, Math
Appirio December 2013 - Present
Astadia September 2011 - December 2013
BearingPoint November 2008 - May 2009
BearingPoint July 2001 - October 2008
KPMG Consulting April 1995 - June 2001
Ameriprise Financial Services, Inc. November 1998 - November 1999
KPMG Peat Marwick September 1990 - March 1995
Skills
Business Process..., CRM, Management Consulting, Business Intelligence, Business Process, ERP, Business Analysis, SaaS, Oracle E-Business Suite, Enterprise Software, Business Transformation, Professional Services, Cloud Computing, Consulting, IT Strategy, Management
Education
Penn State University 1986 — 1990
B.S., Accounting
CLEAResult May 2015 - Present
CLEAResult June 2010 - Present
CLEAResult January 2014 - May 2015
PICS 2008 - June 2010
The Wired Group, LLC 2005 - 2008
Lexington Properties, LLC 1999 - 2008
Bank One 1995 - 1998
US Peace Corps 1992 - 1995
KPMG Peat Marwick 1990 - 1993
Skills
Strategic Planning, Energy Efficiency, Business Development, Program Management, Project Management, Team Building, Budget, Non-profits, Budgets, Financial Reporting, Management, Leadership, Change Management, Start-ups, Finance, Entrepreneurship, Business Analysis, Integration, Mergers & Acquisitions, Consulting
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
BBA
CCL
CCL
John J. Vento, CPA, P.C June 1987 - Present
Comprehensive Wealth Management, Ltd - Investments offered through affiliation with HD Vest August 2001 - Present
Wagner College 2009 - 2012
St. Francis College January 1999 - 2001
KPMG Peat Marwick August 1985 - December 1987
Skills
Investments, Tax Preparation, Estate Planning, Accounting, Retirement Planning, Business Planning, Financial Analysis, Research, Non-profits, Cash Flow, Strategic Financial..., Risk Management, Due Diligence, Finance, Public Speaking, QuickBooks, Financial Accounting, Nonprofits, Financial Planning, Auditing, CPA, Tax, Strategic Planning, Financial Services, Internal Controls, Management, Small Business, Financial Reporting
Education
St. John's University 1996 — 1999
MBA, Taxation
Pace University 1981 — 1985
BA, Business Administration
Volt Workforce Solutions January 2015 - May 2015
Independent Artist - Studio DLS August 2010 - December 2014
HCL December 2012 - May 2013
IBM Global Services July 2005 - March 2010
The Walt Disney Company February 2002 - July 2005
Disney Consumer Products March 1998 - February 2002
Transamerica Financial Services May 1995 - February 1998
Glendale Federal Bank January 1994 - May 1995
KPMG US 1986 - 1995
KPMG Peat Marwick October 1986 - 1994
Skills
Windows, Windows Server, Microsoft Office, Access, Word, PowerPoint, Excel, Problem Solving, Team Leadership, VMware, Linux, Servers, Troubleshooting, Administration, Visio, Change Management, Operating Systems, Outlook, Customer Relations, Business Analysis, Microsoft Excel, System Administration, IT Service Management, Project Management, Customer Service, Data Center, Microsoft Word, ITIL, Hardware, Software Installation, Technical Support, Storage, MS Project, Information Technology, Disaster Recovery, SharePoint, Switches, Management, Enterprise Software, Active Directory, Cisco Routers, Vendor Management, Networking, Software Documentation, Integration, IT Management, Virtualization, IT Strategy, Computer Hardware, Citrix
Education
Mt. Sierra College 1995 — 1996
Pasadena City College
Computer and Information Systems, B
Security Administrators, Inc. August 1997 - Present
Security Mutual Life 1997 - Present
Johnson & Higgins September 1990 - August 1997
KPMG Peat Marwick July 1983 - August 1990
Skills
Enrolled Actuary, Actuarial Consulting, Retirement Plan..., Qualified Retirement..., Management
Education
Penn State University 1972 — 1976
BS, Mathematics
D&M Holdings December 2011 - Present
Diageo plc November 2003 - May 2011
Mercedes-Benz USA LLC July 1997 - November 2003
Mercedes Benz USA LLC June 1993 - June 1997
Gary J. Wenzel, CPA June 1989 - June 1993
KPMG, Peat Marwick November 1985 - June 1989
D'Arcangelo & Co. CPA's June 1981 - November 1985
Skills
International Tax, Transfer Pricing, Corporate Tax, Tax, Mergers, Financial Reporting, Accounting, Tax Accounting, Forecasting, Auditing, SAP, Budgets, Process Improvement, IFRS, Financial Analysis, Due Diligence, Strategic Financial..., Sarbanes-Oxley, Strategic Planning, Mergers & Acquisitions, Leadership, Internal Audit, Strategy, Management, CPA
Education
Pace University - Lubin School of Business 1988 — 2001
MST / EMBA, Masters in Taxation / Executive MBA - Business
University at Albany, SUNY 1979 — 1981
BS - Accounting, Accounting / Economics
GE Transportation November 2009 - Present
National City Bank May 2007 - June 2009
GE Capital June 2000 - May 2007
JPMorgan Chase July 1999 - June 2000
GE Capital May 1997 - July 1999
KPMG Peat Marwick June 1996 - May 1997
Aon Risk Services June 1995 - June 1996
Great American Insurance June 1990 - August 1994
Kraft Foods June 1989 - August 1989
Skills
Strategic Planning, Market Research, Statistics, Marketing Strategy, Knowledge Management, Business Intelligence, Leadership, Marketing, Strategy, Cross-functional Team..., Analytics, Management, Digital Marketing, Process Improvement, Business Development, New Business Development, Direct Marketing, Analysis, E-commerce, Business Strategy, Project Management, B2B, Six Sigma, Product Management
Education
Vanderbilt University - Owen Graduate School of Management 1994 — 1996
MBA, Marketing
Northwestern University 1986 — 1990
BS, Industrial Engineering
Fitch Healthcare Consulting, LLC July 2011 - Present
The Sibery Group, LLC 2005 - July 2011
Norwegian American Hospital October 2006 - February 2011
Concentra Preferred Systems 2000 - 2004
Central Dupage Health System 1990 - 2000
Central DuPage Health 1990 - 2000
KPMG Peat Marwick 1986 - 1990
Skills
Proformas, FACHE
Education
Northern Illinois University 1981 — 1986
BS, Accountancy
University of Illinois at Urbana-Champaign
CPA, 1986
Intel Corporation August 2013 - Present
Intel Corporation January 2010 - July 2013
Intel Corporation September 2000 - December 2009
FASB July 2003 - June 2005
Corillian March 2000 - September 2000
KPMG Peat Marwick March 1997 - February 2000
Cascade Microtech March 1996 - February 1997
KPMG Peat Marwick September 1993 - February 1996
Skills
SEC filings, US GAAP, Financial Reporting, Revenue Recognition, Internal Controls, Financial Modeling, Consolidation, Cost Accounting, Sarbanes-Oxley Act, GAAP, Accounting, Auditing, Sarbanes-Oxley, Managerial Finance
Education
Oregon State University 1991 — 1993
BS, Accounting
Dallas CASA April 2012 - Present
CSC Index April 1996 - December 1999
Gemini Consulting August 1994 - December 1995
Rust-Oleum January 1993 - August 1994
Alberto Culver May 1990 - January 1993
Bekins Moving & Storage December 1986 - April 1990
Consolidated Millinery Company October 1983 - November 1986
Schenkel Solutions January 1982 - September 1983
KPMG Peat Marwick September 1980 - December 1981
Skills
Strategic Planning, Marketing Strategy, Product Management, P&L Management, Operations Management, Project Delivery, Change Management, Meeting Management, Executive Coaching, Staff Development, Management Consulting, Marketing Management, Team Building, Business Development, Business Planning, Market Research, Strategy, Process Improvement, Program Management, Event Management, Leadership
Education
Northwestern University - Kellogg School of Management 1986 — 1989
MBA, Marketing, Finance, Strategy
University of Notre Dame 1976 — 1980
B.B.A., Accounting
Ortho Solutions Group May 2010 - Present
Sitel October 2009 - April 2010
I-Mag Video A/V, Inc. January 2009 - September 2009
Wealthtrust September 2004 - December 2008
Service Merchandise 1997 - 1998
KPMG 1996 - 1998
KPMG Peat Marwick 1996 - 1998
Skills
Accounting, Finance, Management, Tax, Financial Analysis, Mergers, Managerial Finance, Financial Reporting, Mergers & Acquisitions, Investments, CPA, Sales
Education
University of Mississippi 1991 — 1994
Bachelor of Accounting, Accounting
Oklahoma State University 1989 — 1991
Rutgers Business School August 2015 - Present
Rockland Community College-SUNY September 2015 - Present
Passaic County Community College 2012 - June 2015
ActionCOACH July 2010 - July 2012
Tegrit Financial Group September 2008 - July 2009
AXA Equitable Life Insurance Co January 1987 - January 2008
AXA Equitable January 1997 - January 2007
AXA Equitable January 1987 - January 1997
American Express March 1986 - August 1987
KPMG Peat Marwick August 1983 - March 1986
Education
Pace University - Lubin School of Business
MBA, Accounting; Business Administration
Virginia Polytechnic Institute and State University
B.S., Sociology
THEATRE BRISTOL LTD. 2012 - Present
Attachment Parenting International 2008 - Present
Besecker Gray Consulting 1997 - 2008
KPMG 1997 - 1998
Population Services International 1994 - 1997
KPMG Peat Marwick 1992 - 1994
Peace Corps 1988 - 1991
Skills
Non-profits, Grant Writing, Public Speaking, Volunteer Management, Editing, Teaching, International..., Social Media, Program Development, Capacity Building, Grants, Program Evaluation, Adolescents, NGOs, Reproductive Health, Fundraising, Community Outreach, Nonprofits, Curriculum Development, Leadership Development, Community Development, Policy Analysis, Public Policy, Conflict Resolution, Proposal Writing, Workshop Facilitation, Technical Assistance, Qualitative Research, Event Planning, Policy, Newsletters, International Relations, Public/private..., Human Rights, Africa, Global Health, Philanthropy, Economic Development, Corporate Social..., Civil Society
Education
The George Washington University 1992 — 1996
M.A., International Development
Ohio University 1985 — 1988
BSJ, Journalism
GROW2DAY, LLC November 2010 - Present
Vignette Corporation February 2006 - July 2009
Activant Solutions 1999 - 2004
Foster Grant Group January 1996 - January 1998
FOOTACTION USA September 1990 - January 1996
KPMG Peat Marwick September 1982 - August 1988
Skills
Organizational..., Business Strategy, Operations, Mergers, Strategy, Leadership, Coaching, Enterprise Software, SaaS, Start-ups, Cross-functional Team..., Mergers & Acquisitions, B2B, Product Development, Sales, New Business Development, Professional Services, Business Intelligence, Turn Around Management, Sales Operations, P&L Management, Management, Product Management, Team Building, Strategic Planning, Executive Management, Venture Capital, Competitive Analysis, Strategic Partnerships, Go-to-market Strategy, Entrepreneurship, Management Consulting, Cloud Computing, Product Marketing, CRM, E-commerce, Corporate Development, Analytics, Consulting, Business Development, Solution Selling, Finance
Education
Stanford University's Graduate School of Business 1988 — 1990
MBA, General Management
Pace University 1978 — 1982
BBA, Public Accounting
Success Families, Inc. February 2012 - Present
Beach & Associates June 1997 - Present
Lithia Motors 2015 - 2015
Lithia Motors 2015 - 2015
Lithia Motors 2015 - 2015
KPMG Peat Marwick September 1995 - May 1997
PepsiCo July 1992 - July 1995
The Walt Disney Company March 1988 - July 1992
Skills
Start-ups, Mergers, Entrepreneur, Small Business, Social Media Marketing, Social Networking, Marketing, Online Advertising, Marketing Strategy, Public Speaking, SEO, Business Strategy, Team Building, Social Media, Strategic Planning, Email Marketing, Coaching, Public Relations, Business Development, New Business Development, Team Leadership, Leadership, Forecasting, Management Consulting, Project Planning, Entrepreneurship, Finance, Management, Budgets, Negotiation, Project Management, Lead Generation, Account Management, Sales, Mergers & Acquisitions, Market Research, Online Marketing, Business Planning, Due Diligence, Executive Management, Strategic Partnerships, Analysis, Fundraising, Strategy, Strategic Financial..., Leadership Development, Strategic Finance, Cross-functional Team...
Education
University of Phoenix 1988 — 1989
MBA, Finance
Oregon State University 1983 — 1985
BS, Business Admin/Accounting
West Albany High School 1974 — 1977
Wordsmith November 2009 - Present
ProScan Imaging, LLC January 2006 - November 2009
Ethicon Endo-Surgery, Inc. November 1997 - October 2006
KPMG Peat Marwick 1993 - 1997
The Dark & Stormy Book Company 1987 - 1997
Financier, Inc. 1990 - 1991
Executive Enterprises 1988 - 1989
American Management Association 1985 - 1987
Arthur Young (became Ernst & Young) 1982 - 1984
Skills
Newsletters, Crisis Communications, Strategy, Integrated Marketing, Budgets, Leadership, Marketing Communications, Marketing, Interviews, Marketing Strategy, Editing, Copywriting, Internal Communications, Nonprofits, Publishing, Sales, Journalism, Social Networking, Management, Facebook, Proofreading, Strategic Planning, Copy Editing, Medical Devices, Advertising, Magazines, Healthcare, Strategic Communications, Media Relations, Speech Writing, Public Relations
Education
University of Wisconsin-Madison 1979 — 1981
B.A., Journalism & Mass Communications, News/Editorial Sequence
Ohio Wesleyan University 1977 — 1979
x1979 (transferred to U. of Wisconsin-Madison), Liberal arts/pre-law
Wooster High School 1974 — 1977
William Henry Harrison High School 1973 — 1974
The George Washington University July 2009 - May 2014
Temple University January 2007 - May 2009
Temple University August 2005 - November 2007
Wayne State University April 1995 - August 2005
Automobile Club of Michigan September 1988 - March 1995
Comerica Bank September 1986 - March 1988
Ernst & Young August 1984 - September 1986
KPMG Peat Marwick June 1977 - August 1979
Skills
Analysis, Budgets, Higher Education, Management, Accounting, Auditing, Banking, Project Planning, Internal Controls, Account Reconciliation, Finance, Strategic Financial..., Internal Audit, Financial Analysis, Managerial Finance, Leadership, Forecasting, Strategy, Strategic Planning, Financial Reporting, Proposal Writing, Executive Management, Financial Modeling, Public Speaking, Program Management, Nonprofits, Research, Process Improvement
Education
Old Dominion University 1987 — 1989
Masters
University of Virginia 1973 — 1977
Bachelors
Ernst & Young June 2011 - Present
Grant Thornton July 2008 - June 2011
Grant Thornton 2003 - 2008
Arthur Andersen LLP 1996 - 2002
KPMG Peat Marwick 1992 - 1994
Skills
Energy Industry, SEC filings, Partnership Taxation, IPO, Income Tax, Due Diligence, Tax
Education
Oklahoma State University 1995 — 1995
Master of Science, Accounting
University of Oklahoma - Price College of Business 1988 — 1992
Bachelor of Accountancy, Accounting
CTC Global April 2014 - Present
HN Precision July 2011 - January 2014
Robert Bosch Tool Corporation 2008 - November 2010
Robert Bosch Tool Corporation 2006 - 2008
Robert Bosch Tool Corporation 2002 - 2006
Robert Bosch Tool Corporation 1998 - 2002
Robert Bosch Tool Corporation 1995 - 1998
Brunswick Corporation 1992 - 1995
KPMG Peat Marwick 1990 - 1992
Skills
Forecasting, Financial Modeling, Cross-functional Team..., Accounting, Internal Controls, Process Improvement, Auditing, Business Planning, Strategic Financial..., Finance, Strategy, Accounts Payable, Financial Audits, Financial Forecasting, Cash Management, Business Process..., Payroll, Risk Management, Financial Analysis, Manufacturing, SAP, CPA, Financial Reporting, Analysis, Hyperion Enterprise, Cash Flow, Business Strategy, Human Resources, Managerial Finance, Cost Accounting, Variance Analysis, Acquisition Integration, Pricing, Executive Management, Financial Statements, Purchasing, Financial Accounting, Mergers & Acquisitions, Corporate Finance, Budgets, Sarbanes-Oxley Act, GAAP, Income Statement, Supply Chain, Cash Flow Forecasting, SEC filings, Internal Audit, Sales, ERP, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Management, Strategy, Finance
University of Iowa 1986 — 1990
BS, Accounting
Inside Higher Ed September 2005 - Present
NVR, Inc. November 1996 - September 2005
Compucare / HSII August 1993 - November 1996
KPMG Peat Marwick August 1991 - August 1993
Skills
Managerial Finance, Forecasting, Financial Analysis, Management, Accounting, Financial Reporting, Finance, Financial Modeling, Strategy, Mergers & Acquisitions
Education
Penn State University 1987 — 1991
BS, Accounting
Emerald Green Solutions 2008 - Present
Green Business Leauge 2009 - 2011
Fanfare Media Works 1998 - 2008
Weston Benefits Inc 1992 - 1998
KPMG Peat Marwick 1990 - 1992
Skills
Social Media Marketing, Sales Management, Entrepreneurship, Online Marketing, Business Planning, Energy Efficiency, Management, Social Media, Strategic Planning, New Business Development, Online Advertising, Start-ups, Marketing, Business Development, Marketing Strategy, Management Consulting, Training, Small Business, Sales, Sustainable Business, Program Management, Strategy, Contract Negotiation, SEO, Negotiation, Business Strategy, Recruiting
Education
Northwood University 1968 — 1972
Bachelor of Science Business Administration, Associates in Advertising
Elements Property Insurance Holdings, LLC July 2015 - Present
Insurance Financial Consulting July 2011 - July 2015
First Home Insurance August 2009 - June 2011
Insurance Financial Consulting February 2009 - August 2009
Aon Benfield January 1999 - February 2009
Insurance Financial Consulting September 1997 - December 1998
Gulf Atlantic Group November 1994 - September 1997
Insurance Financial Consulting June 1992 - November 1994
Dependable Insurance Group February 1988 - June 1992
KPMG Peat Marwick June 1984 - February 1988
Skills
Reinsurance, Property & Casualty..., Business Planning, Insurance, Compliance, Financial Analysis, Mergers, Accounting, Due Diligence, Underwriting, Mergers & Acquisitions, Finance, Auditing, Strategic Financial..., Analysis, Financial Reporting, Financial Modeling
Education
University of North Florida - College of Business Administration 1981 — 1984
MACC, Accounting
Ohio University 1975 — 1978
BBA, Accounting
BearingPoint February 2002 - January 2008
BearingPoint June 1999 - January 2002
KPMG Peat Marwick March 1996 - June 1999
Unisys April 1988 - February 1996
Skantek 1983 - 1986
Skills
Management Consulting, Management, Governance, IT Strategy, Business Transformation, Business Process..., Strategic Partnerships, Government, Program Management, Change Management, Business Process..., Strategy, Organizational Design
Education
Oakland University 1969 — 1971
MS, Systems Engineering
Oakland University 1967 — 1969
BS, Engineering Science
Citizen's Bancshares May 2013 - Present
Tulsa Community College May 2012 - Present
Citizens State Bank January 2003 - Present
SpiritBank April 1998 - May 2014
Spirit Bankcorp, Inc. April 1998 - April 2014
Weokie Credit Union July 1996 - April 1998
KPMG Peat Marwick June 1994 - June 1996
Skills
Certified Public..., Banking, Due Diligence, Financial Reporting, Insurance, Strategic Financial..., Auditing, Executive Management, Mergers, Loans, Commercial Lending, Credit Risk, Mortgage Lending, Financial Accounting, Private Equity, Accounting, Financial Risk, Business Planning, Corporate Finance, Credit, Financial Analysis
Education
CPA
Oklahoma State University 1991 — 1994
BS, Accounting
University of Tulsa 1990 — 1991
Bohan & Bradstreet, Inc. July 1997 - Present
Cricket Industries 1989 - 1997
Price Waterhouse Coopers 1980 - 1984
KPMG Peat Marwick 1974 - 1980
Skills
CPA, Recruiting, Accounting, Finance, Tax, Public Sector Accounting, Training, Business Development, Strategic Planning, Executive Management
Education
Pace University
CPA, Accounting
Ulticom September 2001 - February 2011
Current Analysis February 2000 - August 2001
SPACEHAB January 1999 - January 2000
Giesecke & Devrient America January 1994 - December 1998
Software Design & Analysis September 1990 - December 1993
Anacomp/ Xidex June 1984 - May 1990
KPMG Peat Marwick September 1980 - May 1984
Skills
Sarbanes-Oxley Act, SEC filings, Revenue Recognition, SEC, CPA, Mergers, Accounting, Mergers & Acquisitions, Internal Controls, Due Diligence, Start-ups, Private Equity, Venture Capital, Leadership, Restructuring, Auditing, Investor Relations, Valuation, Investments, Sarbanes-Oxley, IPO, Management, Finance, US GAAP, Analysis, Financial Analysis, Business Valuation, Executive Management, Consolidation, Corporate Governance, Acquisition Integration, Corporate Finance, Financial Modeling, M&A experience, SEC Filings
Education
Penn State University 1976 — 1980
BS, Accounting
Sikich May 2013 - August 2015
Ingenium Partners LLC 2009 - April 2013
SNI Companies 2005 - 2008
Deltak edu (Rasmussen College Inc.) 2004 - 2005
Crestwood Associates/TAG 2001 - 2003
Calamos Investments 1998 - 2001
Harrah's Entertainment 1993 - 1998
River Forest Bancorp 1992 - 1993
KPMG Peat Marwick 1989 - 1992
Skills
Accounting, Executive Management, Executive Search, Recruiting, Sarbanes-Oxley Act, Financial & Operational..., Corporate Budgeting, Capital Budgeting, Start-ups, Human Resources, Finance, Management, Strategy, Business Process..., Consulting, ERP, Internal Audit, Outsourcing, Change Management
Education
Northern Illinois University
B.S.
Leanne Hart, LMFT June 2000 - Present
C3G Inc. October 2013 - March 2015
Child Guidance Center May 1997 - February 2003
KPMG Peat Marwick September 1993 - March 1997
Skills
Management, Strategic Planning, Public Speaking, Co-parenting, Business Process, Counseling Psychology, Business Strategy, Life Transitions, Young Adults, Family Therapy, Play Therapy, CBT, Nonprofits, Grief Counseling, Customer Service, Business Analysis, Mental Health Counseling, Interventions, Leadership, Team Building, Consulting, Leadership Development, Coaching, Strategy
Education
Pepperdine University 1993 — 1996
Master of Arts (MA), Clinical Psychology with emphasis in Marriage and Family Therapy
University of California, Irvine 1980 — 1984
Bachelor's degree, Spanish with an emphasis in bilingualism and ESL
The Abraaj Group January 2014 - Present
PineBridge Investments March 2010 - August 2013
AIG Investments November 1999 - February 2010
Clayton Capital Management July 1997 - October 1999
Bear Stearns January 1987 - June 1997
KPMG Peat Marwick July 1981 - August 1984
Skills
Alternative Investments, Fixed Income, Hedge Funds, Investment Management, Equities, Private Equity
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Pace University - Lubin School of Business
BBA, Accounting
Cox Enterprises October 2013 - Present
Cox Enterprises, Inc. April 1994 - October 2013
KPMG Peat Marwick 1988 - 1994
Skills
CPA
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor of Business Administration, Accounting
10th Magnitude, Inc. September 2010 - Present
Arrowstream January 2009 - June 2010
Univa March 2008 - January 2009
Dell, Inc. August 2006 - March 2008
Dell, Inc. August 2005 - August 2006
Dell, Inc. June 2002 - July 2005
Plural, Inc. September 1997 - June 2002
Plural, Inc. November 1995 - August 1997
Cole Systems Associates November 1992 - November 1995
KPMG Peat Marwick December 1987 - May 1990
Skills
Cloud Computing, Data Center, Customer Relations, Software Development, SaaS, Professional Services, PaaS, Windows Azure, Amazon Web Services, Singapore, Asia Pacific, Executive Management, P&L responsibility, Business Strategy, Sales Management, Solutions Development, Solution Selling, Strategy, Agile Methodologies, Customer Service, Project Management, IT Strategy, Business Development, Enterprise Software, Sales, Amazon Web Services..., P&L Responsibility, Virtualization, Solution Development, Business Intelligence, Mobile Applications, Management, Start-ups, Strategic Partnerships, Product Marketing, Leadership, Go-to-market Strategy, P&L Management, Outsourcing, Enterprise Architecture, Pre-sales, E-commerce, Vendor Management, Partner Management, Integration, Mergers & Acquisitions, Consulting, CRM, Product Management, Business Alliances
Education
Yale University - Yale School of Management 1990 — 1992
MBA, Corporate Strategy and Finance
Oberlin College 1983 — 1987
BA, Economics
Government Sales Specialists, LLC January 2010 - Present
ContentGuard, Inc. October 2001 - March 2007
OptiGlobe Communications, Inc. January 2000 - December 2001
TeleCorp PCS (An AT&T Wireless Affiliate) 1998 - 1999
SBC Communications (now AT&T Wireless) March 1992 - March 1997
KPMG Peat Marwick 1987 - 1992
Skills
Mergers, Strategy, Management Consulting, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Acquisition Integration, Financial Reporting, Managerial Finance, Internal Controls, Due Diligence, Accounting, Financial Modeling, Forecasting, Auditing, Start-ups, Venture Capital, Mergers & Acquisitions, Business Process..., Business Planning, Contract Negotiation, Executive Management, Leadership, Revenue Recognition, Finance, Restructuring, Corporate Finance, US GAAP, Cash Management, Internal Audit
Education
Penn State University 1983 — 1987
BS, Accounting
Four Point Partners, LLC SalesHudson2000 - 2009
KPMG Peat Marwick 1987 - 1991
Skills
Auditing, Financial Analysis, Sarbanes-Oxley Act, Banking, Strategic Planning, Financial Reporting, Internal Controls, Sales, SEC filings, Internal Audit, Forecasting, Accounting, Business Planning, Due Diligence, Management Consulting, Sarbanes-Oxley, Mergers & Acquisitions, Financial Modeling, Sales Management, Budgets, Process Improvement
Education
Northern Arizona University 1982 — 1987
BS, Accounting
Northern Arizona University 1982 — 1987
wayzata high school
Pentegra Systems, LLC October 2000 - Present
Northbrook Corporation 1993 - 1999
JMB Realty Corp. 1984 - 1993
KPMG Peat Marwick 1978 - 1984
Skills
Telepresence, AV, Small Business, Telecommunications, IP, Sound, Digital Signage, Executive Management, Audio Conferencing, CCTV, Strategic Partnerships, Networking, Access Control, Integration, Wireless, Strategic Planning, Cabling, Security, Wireless Networking, Telephony, Video Conferencing, Network Engineering, VoIP, Unified Communications
Education
Northern Illinois University 1975 — 1978
Bachelors, Accounting
RGIS October 2009 - February 2010
Handleman Company March 2008 - June 2008
Handleman Company June 2006 - March 2008
Handleman Company April 2002 - June 2006
General Physics September 2000 - April 2002
General Physics October 1999 - September 2000
KPMG Peat Marwick December 1997 - September 1999
Education
Walsh College 1999 — 2002
MBA, Master of Business Administration
Oakland University 1993 — 1997
BS, Human Resources Development
dmg :: information August 2015 - Present
GE Capital Real Estate March 2015 - August 2015
GE Capital April 2014 - March 2015
GE Capital Real Estate July 2011 - April 2014
GE Energy Financial Services November 2006 - July 2011
GE Asset Management September 2004 - November 2006
GE May 2002 - September 2004
GE Capital Corporate October 2000 - May 2002
Canaan Partners 1999 - 2000
KPMG Peat Marwick September 1996 - October 1999
Skills
Technical Accounting..., Technical Advisory, Mergers & Acquisitions, Business Development, Dispositions, Structured Finance, Financial Accounting, Energy Industry, Real Estate Transactions, Real Estate Financing, Controllership Functions, Financial Reporting
Education
Pace University 1992 — 1996
Master of Business Administration (MBA), Public Accounting
Proskauer Rose LLP September 2014 - Present
Shearman & Sterling LLP April 2010 - August 2014
Shearman and Sterling June 2006 - April 2010
Shearman & Sterling LLP July 1996 - June 2006
Shearman & Sterling LLP February 1990 - July 1996
KPMG Peat Marwick October 1985 - February 1990
Board of Investments - Philippines July 1974 - June 1978
Skills
Knowledge Management, SharePoint, Document Management, Business Process..., PMP, Change Management, CRM, IT Strategy, Lotus Notes, Business Analysis, Project Management, ITIL, Software Documentation, Process Improvement, Software Project..., Information Technology, Windows 7, Citrix
Education
Pace University - Lubin School of Business 1979 — 1982
MBA, International Marketing
University of San Carlos 1971 — 1975
BSBA, Marketing
Homewatch CareGivers Sarasota July 2010 - Present
World Vision 2007 - 2010
The Walt Disney Company 2005 - 2007
Hong Kong Disneyland 2002 - 2005
Walt Disney World 1997 - 2001
Walt Disney World 1994 - 1997
Walt Disney World 1993 - 1994
Walt Disney World 1991 - 1993
Walt Disney World 1989 - 1991
KPMG Peat Marwick 1985 - 1989
Skills
Home Care, Healthcare, Team Building, Non-profits, Long-term Care, Strategic Planning, Nonprofits, Healthcare Management, Human Resources, Public Speaking, Community Outreach, Strategy, Training, Time Management, Coaching, Small Business, Leadership, Program Development, Hospitals, Elder Care, Leadership Development, Healthcare Consulting, Fundraising, Entrepreneurship, Budgets
Education
Rollins College - Crummer Graduate School of Business 1994 — 1997
MBA, Business Administration and Management, General
Old Dominion University 1981 — 1985
BSBA, Business Administration and Accounting
Colvin Resources Group on Assignment at Baylor Scott & White November 2013 - Present
Baylor Health Care System April 2010 - September 2013
Corestaff on assignment at Microsoft September 2008 - September 2009
UT Southwestern March 2006 - February 2008
Professional Recruiters of Dallas Inc. June 2005 - February 2006
Value Added Communications August 2004 - May 2005
North American Title February 2003 - August 2004
Avaya (Lucent/Octel) August 1995 - January 2002
Praeses 2000 - 2000
KPMG Peat Marwick April 1993 - August 1995
Skills
Troubleshooting, Contract Management, Databases, Software Documentation, Microsoft Office, Program Management, Contract Negotiation, System Administration, Problem Solving, Research, Marketing Communications, SharePoint, Project Planning, Microsoft Excel, PowerPoint, Team Building, Editing, Networking, Public Speaking, Time Management, Data Analysis, Training, Process Improvement
Education
Sonoma State University 1987 — 1992
B.A., History
Ohlone College 1981 — 1982
A.A., Liberal Arts
Lyons High School, Lyons, KS
Graham and Graham, P.C. January 2012 - Present
TCBA August 2010 - January 2012
MFR, PC (Mir, Fox and Rodriguez) June 2008 - July 2010
RJ Gold and Company May 2006 - June 2008
Plodzik & Sanderson 1999 - 2005
KPMG Peat Marwick May 1995 - November 1997
Skills
Real Estate Development, Economics, Composition, Science, History, Construction, Internal Controls, Healthcare, Financial Analysis, Risk Assessment, Accounting, Financial Reporting, Financial Statements, US GAAP, Cash Flow, GAAP, General Ledger, Business Analysis, Cost Accounting, Fraud Detection, Federal Grants..., Pension Administration, Single Audit, Litigation Support, Government Contracting, Mergers & Acquisitions, Tax Law, Internal Audit, External Audit, Statutory Audit, Analysis, Sarbanes-Oxley, SEC filings, Sarbanes-Oxley Act, Tax Returns, SEC Filings
Education
Northeastern University 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Business/Management
Wells Fargo April 2013 - Present
SunTrust Bank September 1992 - April 2013
Bank of Boston July 1989 - September 1992
KPMG Peat Marwick September 1986 - June 1988
Skills
Capital Markets, Banking, Investments, Credit, Commercial Banking, Private Equity, Financial Services, Relationship Management, Investment Management, Treasury Management, Financial Analysis, Management, Commercial Lending
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance, Marketing
University of Virginia 1982 — 1986
BS, Commerce
independent July 2003 - Present
AARP and VITA January 2013 - April 2015
Lost Plantation Homeowners' Association May 2009 - December 2013
Georgia Southern University August 2010 - December 2010
Heckler & Koch Defense July 2004 - August 2009
MBO Partners March 1999 - June 2004
AMERICAN GAS FINANCE COMPANY January 1997 - January 1999
MEDIA FUNDING CORPORATION September 1995 - January 1997
BUDGET RENT A CAR April 1992 - April 1995
KPMG Peat Marwick December 1987 - March 1992
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Payroll, Recruiting, Process Improvement, Accounts Receivable, GAAP, Financial Statements, Accounts Payable, Finance, Tax, Internal Audit, Budgets, Analysis
Education
Georgia Southern University - College of Business Administration 2009 — 2011
Master's Degree, Accounting
Old Dominion University 1985 — 1987
Accounting
University of Maryland College Park 1975 — 1979
BS, PHED - Kinesiology
FDIC September 2008 - Present
Northrop Grumman June 2007 - September 2008
Accenture July 2006 - June 2007
GTSI June 2005 - July 2006
Capital One July 2004 - June 2005
Draper Laboratory February 2004 - June 2004
Dow Jones November 2003 - February 2004
Freddie Mac June 2002 - June 2003
PeopleSoft November 1998 - June 2002
KPMG Peat Marwick January 1995 - November 1998
Skills
Informatica, Requirements Analysis, Data Modeling, Data Warehousing, Oracle, ETL, PeopleTools, Databases, Microsoft SQL Server, Cognos, DB2
Education
Old Dominion University 1986 — 1990
B.S., Computer Science
Focus Home Improvement December 2006 - Present
BearingPoint September 1994 - December 2006
Oracle January 2001 - January 2002
KPMG Peat Marwick October 1991 - September 1994
Federated Dept. Stores August 1986 - August 1989
Devito Construction June 1985 - September 1986
Education
Pepperdine University 1988 — 1991
BS, Accounting
Foothill High School 1981 — 1985
Mount Beacon Insurance May 2014 - Present
Various Florida Insurance companies February 2012 - May 2014
The ILS Funds June 2008 - September 2012
Homesite Insurance September 2006 - May 2008
Conning Capital March 1997 - September 2006
Cedar Hill Insurance June 1993 - December 1996
KPMG Peat Marwick June 1983 - June 1993
Skills
Investments, International Tax, Auditing, Financial Services, Asset Managment, Due Diligence, Mergers, Corporate Finance, Portfolio Management, Hedge Funds, Valuation, Accounting, Underwriting, Mergers & Acquisitions, Asset Management, Analysis, Finance, Strategic Planning, Managerial Finance, Financial Risk, Internal Controls, Strategy, Business Planning, Start-ups
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA
American School of Classical Studies at Athens 1982 — 1983
Member
Princeton University 1977 — 1982
BA
New Trier 1973 — 1977
Iowa Pacific Holdings August 2008 - Present
Iowa Pacific Holdings/British American Railway Services August 2008 - January 2011
manufacturing and leasing firm August 2004 - March 2010
Iowa Pacific Holdings/British American Railway Services 2008 - 2010
Iowa Pacific Holdings June 2001 - June 2002
Amtrak Intercity June 1996 - June 2001
KPMG Peat Marwick June 1995 - June 1996
Chicago & North Western Transportation April 1980 - June 1995
Skills
Operations Management, Contract Negotiation, Project Planning, Analysis, Finance, Forecasting, Due Diligence, Business Planning, Real Estate, Freight, Customer Service, Rail, Management Consulting, Manufacturing, Railway, Strategy, Strategic Planning, Logistics, Management, Negotiation, Project Management, Transportation, Business Analysis
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance and transportation
University of California, Davis
BA, Economics, history
SAP March 2005 - Present
PeopleSoft September 2003 - March 2005
VitalSpring Technologies May 2002 - August 2003
SAP April 1999 - March 2002
SAP May 1997 - April 1999
SAP November 1995 - May 1997
KPMG Peat Marwick March 1991 - November 1995
KPMG Peat Marwick February 1990 - November 1995
Bell Atlantic May 1986 - February 1991
Gillette August 1981 - May 1986
Skills
Enterprise Software, SaaS, Business Intelligence, ERP, Professional Services, Solution Selling, Cloud Computing, Business Alliances, SAP, Business Process, Master Data Management, Go-to-market Strategy
Education
University of Pennsylvania - The Wharton School - Certificate 1983 — 1984
Adult and Continuing Education and Teaching
Philadelphia University 1978 — 1981
BS, TM&M
Philadelphia University
Bachelor of Science, Management and Marketing
BUSINESStrategies LLC January 2000 - Present
Hatteras Press July 1999 - November 2000
Schoor DePalma July 1994 - June 1999
Garden State Tile December 1988 - June 1994
Johnson and Johnson - Corporate November 1985 - December 1987
KPMG Peat Marwick September 1983 - November 1985
Skills
Start-ups, Strategic Planning, Business Development, New Business Development, Vendor Management, Sales, Marketing, Marketing Strategy, Account Management, Small Business, Management Consulting, Microsoft Excel, Management, Budgets, Business Strategy, Finance, Project Management, Strategy, Entrepreneurship, Business Planning, Accounting, Strategic Partnerships, Contract Negotiation, Negotiation, Leadership, Analysis, Financial Analysis, Project Planning, Forecasting, Insurance, Due Diligence, Consulting, Business Analysis, Executive Management
Education
Pace University - Lubin School of Business 1979 — 1983
BBA, Accounting
Continental Airlines December 2006 - Present
Trans States 2001 - 2006
KPMG Peat Marwick 2000 - 2002
Harte-Hanks, Inc. 1996 - 2000
KPMG 1990 - 1993
KPMG 1990 - 1992
Skills
Aircraft, Airlines, Aviation, CFI, Commercial Aviation, Flight Safety, Flight Training, Flights
Education
Penn State University 1986 — 1990
B.S., Accounting
HCLEAI January 2007 - Present
HCL America 2007 - Present
KPMG Peat Marwick 1993 - Present
Education
Pennsylvania State University College of Medicine 1980 — 1985
Personal Administrators Inc. July 2012 - Present
Salley & Clements PC January 2003 - July 2012
Fannie Mae 1991 - 1994
KPMG Peat Marwick 1989 - 1991
IBM 1987 - 1989
Skills
Tax Preparation, S Corporations, Tax Returns, Partnership Taxation, Income Tax, Corporate Tax, Tax, Compilation, GAAP, CPA, Tax Research, IRS, QuickBooks, Accounting, Bookkeeping, General Ledger, Tax Accounting, Financial Reporting, Payroll Taxes, Financial Statements, Journal Entries
Education
Penn State University 1985 — 1988
BS, Accounting
University of Pittsburgh 1984 — 1985
Mercer April 1998 - Present
KPMG Peat Marwick November 1993 - February 1998
Hewitt Associates November 1979 - June 1991
Skills
Qualified Retirement..., Defined Benefit, Pensions, Plan Terminations, Retirement Planning, Fixed Annuities, Pension Funds, Employee Benefits, Benefits Administration, Pension Administration, Retirement Plan..., Project Management, Annuity Placements, Risk Transfer Pricing
Education
Northwestern University
Bachelor's degree, Psychology
Holstein Consulting April 2008 - Present
Blue Coat Systems (formerly CacheFlow) 2002 - 2008
Blue Coat Systems 1999 - 2008
Cacheflow 1999 - 2001
Ipsilon Networks (Nokia) January 1997 - August 1999
Bay Networks 1993 - 1997
Wellfleet/ Bay Networks 1993 - 1997
KPMG Peat Marwick June 1990 - August 1993
KPMG Consulting 1990 - 1993
DuPont June 1986 - June 1990
Skills
Cloud Computing, Security, Go-to-market Strategy
Education
Penn State University 1979 — 1983
Wells Fargo June 2014 - Present
Wells Fargo July 2008 - June 2014
Wells Fargo April 2005 - July 2008
Bank of America June 2002 - April 2005
KANA (formerly Broadbase Software) 1999 - 2002
Ernst & Young Consulting 1995 - 1999
KPMG Peat Marwick 1990 - 1993
Skills
Analytics, Financial Services, Banking, Customer Experience, Product Management, Segmentation, Portfolio Management, Customer Acquisition, SaaS, Mergers, Strategic Partnerships, Strategy, Business Strategy, Cross-functional Team..., Vendor Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
University of California, Berkeley 1986 — 1990
BA
Maines Paper & Food Service April 1998 - Present
US Foodservice July 1997 - March 1998
Pioneer American Bank April 1995 - June 1997
US Foodservice August 1994 - March 1995
Franklin First Savings Bank January 1992 - July 1994
KPMG Peat Marwick December 1986 - December 1991
Skills
Account Management, Budgets, Business Development, Business Planning, Business Strategy, Coaching, Contract Negotiation, Cross-functional Team..., Culinary Skills, Customer Satisfaction, Customer Service, Entrepreneurship, Event Planning, Food, Food, Food Industry, Food Safety, Food Service, Forecasting, Grocery, Hiring, Hospitality, Income Statement, Inventory Control, Inventory Management, Key Account Development, Leadership, Logistics, Management, Market Planning, Marketing, Marketing Strategy, Menu Development, Negotiation, New Business Development, Operations Management, P, Pricing, Process Improvement, Product Development, Profit, Purchasing, Recruiting, Restaurant Management, Restaurants, Retail, Sales, Sales Management, Sales Operations, Start-ups
Education
Penn State University 1983 — 1986
BS, Accounting
Villanova University 1982 — 1983
English
The Pursuant Group September 2012 - Present
Energy Education, Inc November 2008 - July 2011
Energy Education November 2008 - July 2011
Capital One Auto Finance April 2006 - May 2008
JP Morgan Chase July 1990 - December 2005
KPMG January 1983 - July 1990
KPMG Peat Marwick 1983 - 1990
Skills
Accounting, Finance, Account Reconciliation, Budgets, Auditing, Customer Service
Education
Oklahoma State University 1978 — 1982
BS, Accounting
University of Virginia Health System October 1999 - August 2015
University of Virginia Health System October 1997 - October 1999
University of Virginia Health System June 1996 - October 1997
KPMG Peat Marwick July 1992 - August 1995
Media Arts International September 1991 - June 1992
The Prudential Insurance Company of America June 1988 - September 1991
Education
Penn State University 1984 — 1998
Bachelor’s Degree, Finance
University of Virginia Darden School of Business 1995 — 1997
Master of Business Administration (M.B.A.), General Management with focus on Finance and Health Care
World Fusion Unlimited June 2005 - Present
Takeda Pharmaceuticals North America March 2004 - July 2009
American Medical Association April 2003 - February 2004
Radiological Society of North America May 1998 - March 2003
American Journal of Orthodontics and Dentofacial Orthopedics January 1994 - May 1998
Arthur Andersen & Co. April 1990 - September 1992
KPMG Peat Marwick May 1989 - April 1990
Skills
Proofreading, Copywriting, Editing, English, French, Copy Editing, Teaching, Publications, Content Development, Freelance Writing, Publishing, Editorial, Public Speaking, Marketing
Education
Roosevelt University 1983 — 1992
BA, MA, Communication, English
Notre Dame High School 1979 — 1983
Goethe-Institut
German
Oakton Community College
The University of Chicago
Editorial Certification
Vasco Accounting, Inc. January 1990 - Present
KPMG Peat Marwick 1988 - 1990
Skills
Microsoft Excel, QuickBooks, Budgets, Social Media, Financial Analysis, Tax Returns, Marketing, Bookkeeping, Public Speaking, Project Management, Finance, Non-profits, Tax Preparation, Customer Service, Microsoft Office, Nonprofits, Strategic Planning, Management, Accounting
Education
Pace University - Lubin School of Business 1987 — 1989
B.A., Public Accounting
Andrews McMeel Universal July 2002 - Present
uclick January 2000 - July 2002
Andrews McMeel Universal February 1993 - January 2000
KPMG Peat Marwick June 1984 - February 1993
Skills
Financial Analysis, Strategic Planning, Budgets, Business Development, Publishing, Forecasting, CPA, Project Management, Social Media, Strategic Partnerships, Mergers & Acquisitions, Microsoft Excel, New Business Development, Start-ups, Strategy, Marketing, Management
Education
Northwest Missouri State University 1980 — 1984
Fidelity Investments August 2012 - Present
IBM May 2012 - August 2012
IBM March 2010 - May 2012
IBM March 2007 - March 2010
IBM July 1999 - March 2007
Vial, Hamilton, Koch & Knox 1996 - 1999
KPMG Peat Marwick 1991 - 1993
Skills
Legal Writing, Legal Compliance, Legal Advice, Contract Negotiation, Legal Research, Business Ethics, FCPA Compliance, Corporate Governance, Legal Issues, Licensing Agreements, IT Products & Services..., Collaborative Problem..., International..., Business Transactions, Public Speaking, Strategic Thinking, Presentation..., Cross-functional Team..., Online Contracting, Business Writing, M&A due diligence, FCPA, Due Diligence, Licensing, Contractual Agreements
Education
Southern Methodist University 1993 — 1996
JD, Law
Oklahoma Baptist University 1989 — 1991
BBA, Accounting
Paychex December 2011 - Present
Mercer Human Resource Consulting June 1997 - April 2009
Putnam Investments June 1997 - April 2009
putnam investments 2000 - 2001
putnam investments 1998 - 2001
putnam investments 1998 - 1999
KPMG Peat Marwick July 1992 - June 1997
Coopers & Lybrand July 1990 - June 1992
DuPont June 1988 - June 1990
Education
Northeastern University 1987 — 1990
BSBA, Business Administration, MIS
BHS
KPMG October 2006 - Present
KPMG Peat Marwick October 2003 - October 2006
KPMG Peat Marwick June 2000 - October 2003
IBM Global Services 1994 - 2000
Skills
WebSphere Application..., Problem Solving, SharePoint, Application Architecture, ITCAM, Process Improvement, Project Planning, Websphere, Enterprise Architecture, IT Strategy, ITIL, SDLC, IT Management, Solution Architecture, Information Technology, Business Analysis, Project Management, IT Service Management, Integration, Management, IT Operations, Business Process..., Disaster Recovery
Education
Pace University 2000 — 2001
MIS, Information System
Pace University-Pleasantville/Briarcliff Campus 1992 — 1995
BA, Computer Science
David Weekley Homes October 1994 - Present
Melton & Melton, LLP January 1991 - October 1994
KPMG Peat Marwick January 1990 - December 1990
Skills
Accounting, Project Management, Microsoft Office, Variance Analysis, Budgets, Microsoft Excel, Financial Modeling, Financial Analysis, Tax, Financial Reporting, Accounts Receivable, Contract Management, Microsoft Word, Process Improvement, Accounts Payable, Forecasting, GAAP, General Ledger
Education
Northern Arizona University 1985 — 1989
Bachelor of Science (B.S.), Accounting
St John of God Community Services July 2008 - Present
Your Part-Time Controller April 2007 - July 2008
Neumann College August 1992 - July 1999
KPMG Peat Marwick August 1989 - August 1992
Skills
Financial Reporting, Financial Analysis, Financial Accounting, CPA, Internal Controls, Budgets, Peachtree, Financial Statements, QuickBooks, Journal Entries, Variance Analysis, Account Reconciliation
Education
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Bunge Global Agribusiness 2008 - Present
Lehman Brothers 1996 - 2007
KPMG Peat Marwick 1988 - 1996
Education
Pace University
MBA, Finance and Accounting
University at Albany, SUNY
BS, Business Administration
Collegiate Project Services 2011 - Present
Oracle Corporation July 2007 - January 2011
Houston Baptist University 2003 - 2007
Collegis 2000 - 2001
KPMG 1995 - 2000
KPMG Peat Marwick 1995 - 2000
Information Associates 1988 - 1990
Abilene Christian University 1984 - 1988
Education
Nova Southeastern University 1988 — 1994
Lennar Corporation March 1999 - Present
KPMG Peat Marwick 1997 - March 1999
Education
Nova Southeastern University 2005 — 2008
STA / VAS December 2002 - Present
A.T. Kearney June 1998 - August 2002
Price Waterhouse December 1997 - June 1998
Stepan Company October 1991 - December 1997
KPMG Peat Marwick July 1986 - November 1991
Skills
Corporate Tax, Tax, Accounting, Tax Law, International Tax, Tax Advisory, Transfer Pricing, Financial Reporting, Income Tax
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Management, Specialization, Accounting
Robert Half Management Resources Director of FinanceWGN-TVAugust 1992 - September 2006
KPMG Peat Marwick August 2002 - August 2005
Education
Northern Illinois University 1989 — 1992
Morgan Stanley May 1996 - Present
KPMG Peat Marwick September 1993 - May 1996
Education
Northern Illinois University 2007 — 2010
MST, Tax
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Science (B.S.), Accounting
Aspen Technology November 2009 - Present
Teradyne 1984 - June 2009
KPMG Peat Marwick September 1977 - December 1983
Education
1973 — 1974
Northeastern University
MS Accounting, Accounting (Graduate School of Professional Accounting)
Providence College
BA, English Literature
White Ribbon Alliance for Safe Motherhood October 2010 - September 2012
Communications Consortium Media Center February 2004 - May 2010
Outsource Partners International March 2001 - January 2004
Summerville Healthcare Group, Inc. August 2000 - February 2001
Women's Consumer Network, LLC August 1999 - August 2000
Summerville Healthcare Group, Inc. February 1998 - May 1999
VNA of Northern Virginia February 1995 - March 1998
National Medical Enterprises (NME) July 1988 - September 1994
Cincinnati Bell Information Systems January 1987 - June 1988
KPMG Peat Marwick August 1984 - December 1986
Skills
Non-profits
Education
Northern Kentucky University 1982 — 1984
B.S., Accounting
NASCAR January 2013 - Present
NASCAR February 2009 - Present
NASCAR July 2007 - December 2009
International Speedway Corp 1999 - 2006
Talley Industries 1996 - 1998
KPMG Peat Marwick April 1993 - July 1996
Skills
General Ledger, Financial Analysis, Financial Reporting, Accounting, Budgets, Finance
Education
University of Denver 1992 — 1993
Masters, Taxation
Northern Arizona University-The W. A. Franke College of Business 1988 — 1991
Bachelors, Accounting
DTZ April 2014 - Present
Hill Holliday July 2011 - February 2014
Hill Holliday August 2008 - March 2012
adidas Group 2006 - 2008
Reebok International Ltd January 2004 - April 2006
Reebok International Ltd May 1999 - January 2004
Reebok International Ltd October 1996 - March 1999
Mentor June 1994 - October 1996
MacMillan New Media August 1993 - May 1994
KPMG Peat Marwick August 1990 - August 1993
Skills
Forecasting, Business Planning, Strategic Planning, Financial Reporting, Budgets, International Business, Negotiation, Consumer Products, Accounting, Finance, Strategy, Financial Analysis, Project Management, Cross-functional Team..., Managerial Finance, Financial Modeling, Retail, Marketing, Latin America, New Business Development, Pricing, Start-ups, P&L Management, Competitive Analysis, Analytics, Mergers & Acquisitions, Business Strategy
Education
Providence College 1986 — 1990
Bachelor of Science (BS), Accounting
Ores and Company, Ltd. April 2012 - Present
Huron Consulting Group April 2007 - April 2012
Stauffer Consulting LLC 2001 - 2007
Grant Thornton 1986 - 2001
Beatrice Companies, Inc. 1983 - 1986
morton salt 1977 - 1982
Morton International 1977 - 1980
KPMG Peat Marwick 1975 - 1977
Skills
Budgets, Accounting, Forecasting, Auditing, Mergers, Process Improvement, Financial Analysis, Strategic Planning, Project Management, Change Management, Risk Management, Financial Modeling, Management Consulting
Education
The University of Chicago Booth School of Business 1976 — 1979
MBA, Finance
Northern Michigan University 1971 — 1973
BS, Accounting
University of Notre Dame 1966 — 1968
SSI Realty of Florida January 2002 - Present
KPMG Peat Marwick January 1985 - June 1992
IBM June 1963 - January 1985
Skills
Real Estate, E-commerce, Budgeting, Excel, Word, Relocation, Negotiation, Customer Relations, Business Planning, Microsoft Office, Strategic Planning, Accounting, Business Analysis, Program Management, Risk Management, Sales Management, Financial Analysis, Problem Solving, PowerPoint, Customer Service, Financial Planning, Forecasting, Outlook, Microsoft Excel, New Business Development, Budgets, Leadership, Residential Homes, Condos, Investment Properties, Tax Law
Education
University of Virginia - Darden Graduate School of Business Administration 1979 — 1980
MBA Equivalent for IBM Executives, Company Management
Pratt Institute 1969 — 1970
MS, Computer Science
St. Francis College 1959 — 1963
BS, Mathematics
Myriad Genetics October 2014 - Present
LabCorp 2012 - October 2014
LabCorp 2010 - 2012
DynaLIFE Diagnostic Laboratory Services 2008 - 2010
LabCorp 2007 - 2008
LabCorp 2004 - 2007
GE Nuclear Energy 2003 - 2004
GE Nuclear Energy 2001 - 2003
GE Capital Commercial Services 1998 - 2001
KPMG Peat Marwick August 1994 - June 1998
Skills
Financial Analysis, Acquisition Integration, Financial Modeling, Process Improvement, Strategic Planning, Mergers, Forecasting, Cross-functional Team..., Due Diligence, Finance, Corporate Finance, Budgets, Leadership & Team..., Leadership, Management, Executive Management, Strategy, Accounting
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
North Carolina State University
Bachelor of Arts (B.A.), Accounting
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Political Science
Estrella Mountain Community College August 2012 - Present
Earth Bound Environmental, LLC May 2007 - Present
Earth Bound Environmental, LLC May 2007 - Present
Litchfield Elementary School District January 2003 - May 2012
Baker Concrete Construction March 2000 - June 2002
Orth & Caldwell, P.S.C August 1989 - August 1995
KPMG Peat Marwick August 1986 - August 1989
Skills
Environmental Awareness
Education
Northern Kentucky University
Bachelor of Science Degree, Accounting
Cybersettle Inc. November 2013 - Present
inno360, Inc. July 2009 - Present
VenCorps LLC July 2009 - Present
Spencer Trask Collaborative Innovations LLC January 2008 - December 2014
community designs llc 2005 - 2013
Spencer Trask January 2004 - August 2011
IBM September 2001 - January 2004
KPMG Peat Marwick January 1974 - June 2001
Peat Marwick Mitchell 1973 - 2000
KPMG LLP 1973 - 2000
Skills
Strategic Partnerships, Start-ups, Corporate Development, Venture Capital, Mergers, Strategy, Entrepreneurship, Acquisition Integration, Private Equity, Management Consulting, Executive Management, Business Development, Business Strategy, Strategic Planning, Restructuring, Leadership, Due Diligence
Education
Syracuse University 1971 — 1973
MBA
University of Massachusetts, Amherst 1971 — 1973
MS, Operational Research
Providence College 1965 — 1969
BS, Management
TCM Bath Products June 2006 - Present
EP Henry Corporation May 2002 - May 2006
KPMG Peat Marwick 1983 - 1988
Skills
Contract Negotiation, Strategic Planning, Microsoft Excel, Team Building, Budgets, Team Leadership, Business Strategy, Purchasing, New Business Development, Account Management, Supply Chain Management, Business Analysis, Operations Management, Coaching, Manufacturing, Management, Forecasting, Start-ups, Negotiation, Business Process...
Education
Northwestern University - Kellogg School of Management 1997 — 1999
University of Scranton 1979 — 1983
BS, Accounting
Fourleaf Networks Inc 2015 - Present
Menlo Park City School District 2003 - 2014
Independent Consultant 1999 - 2003
Talus Solutions (DFI) 1998 - 1999
Vantis International (now Ipsos) 1996 - 1998
KPMG Peat Marwick 1995 - 1996
American Airlines Decision Technologies / Sabre Holdings 1991 - 1995
Skills
Market Research, Forecasting, Pricing, Analytics, Predictive Analytics, Statistical Modeling, Consumer Behaviour, Marketing Strategy, Project Management, Business Strategy, Business Development, Program Management, Airlines, Customer Service, Social Media, Business Analysis, Strategic Planning, Analysis, Leadership, Segmentation, Customer Segmentation..., Big Data, Customer Choice Models, Machine Learning, R, Python, GNU Octave, SAS programming, Yield Management, Revenue Forecasting, Marketing
Education
Oregon State University 1989 — 1991
MS, Operations Research and Statistics
South Dakota State University 1985 — 1989
BA, Mathematics and German
Jason Industries, Inc April 2015 - Present
Regal Beloit Corporation August 2011 - April 2015
A.O. Smith, Electrical Products Company November 2002 - September 2011
Dr Pepper/Seven Up January 2002 - November 2002
Micrografx, Inc January 1998 - January 2002
Intellicall, Inc January 1997 - January 1998
Darr Equipment Co January 1996 - January 1997
KPMG Peat Marwick January 1994 - January 1996
Skills
Mergers, Financial Analysis, Financial Modeling, Business Strategy, Strategic Planning, Cross-functional Team..., Acquisition Integration, Forecasting, Change Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Strategic Financial..., Leadership, Finance, Management, Accounting, Financial Planning
Education
Northwestern University - Kellogg School of Management 2010 — 2011
EMBA
California State University-San Bernardino 1990 — 1994
B.S, Administration, Accounting concentration
Mercer HR Services January 2010 - Present
Mercer HR Services January 2007 - January 2010
Mercer HR services January 2003 - January 2007
KPMG Peat Marwick January 2000 - January 2003
Skills
Business Process, Outsourcing, Change Management, Leadership, Business Development, Team Building, Agile Methodologies, Business Requirements, Business Analysis, PMO, Project Management, Process Improvement, SDLC
Education
Texas A&M University 1998 — 1999
Master, Finance
Northwestern State University
Bachelors of Science, Business Administration
Highmark April 2012 - Present
Highmark April 2010 - May 2013
Highmark April 2009 - March 2010
Highmark January 1999 - March 2009
Highmark June 1993 - December 1998
Highmark December 1992 - June 1993
KPMG Peat Marwick September 1985 - December 1992
Skills
Managed Care, Health Insurance, Insurance, Medicare, Product Management, People Skills, Medicaid, Compassion, Process Improvement, Executive Management, HIPAA, Healthcare Industry, Employee Benefits, Health Policy, Health Savings Accounts, HMO, Disease Management, Health Care Reform, Leadership, Strategic Planning, Management
Education
Penn State University 1981 — 1985
BS, Accounting
The Trump Organization: Trump National 2001 - July 2011
UBS Investment Bank October 1998 - November 2001
Altschuler, Melvoin and Glasser LLP April 1997 - February 1998
Kenmar Advisory Corporation August 1994 - April 1997
Bear Stearns & Co July 1992 - August 1994
KPMG Peat Marwick 1987 - 1992
Skills
Financial Modeling, Cash Flow, Project Planning, Valuation, Leadership, Microsoft Excel, Management, Microsoft Office, Risk Management, Banking, Investments, Asset Management, Due Diligence, Strategic Planning, Analysis, Cash Flow Forecasting, Team Leadership, Insurance, Corporate Finance
Education
Pace University
BBA, Public Accounting
CACI International Inc October 2007 - Present
Oracle Corporation August 1998 - May 2001
Oracle Corporation October 1996 - August 1998
KPMG Peat Marwick January 1985 - October 1996
Naval Air Force Computer Center (NAVAIR) 1982 - 1984
Skills
Project Management, SDLC, Oracle E-Business Suite, Business Analysis, Integration, Oracle, Requirements Analysis, Oracle Applications, PMO, Program Management, Analysis, Business Process..., OBIEE, SQL, Business Process Design, Cloud Computing, Management Consulting, PMP, Management, CGFM, Product Lifecycle..., Change Management, Business Requirements, Requirements Gathering, Requirements Management, Requirements..., Momentum Financials, Software Design, Product Development, Software Project..., Business Intelligence..., Software Development, Software Quality..., Enterprise Software, Software Documentation, Cross Functional Team..., Cross Functional..., Process Improvement, Business Process
Education
Pontificia Universidad Católica del Perú 1983 — 1984
Post Graduate Diploma, Computer System Analysis
Universidad de Lima 1977 — 1982
BS, Accounting and Auditing
Richardson Printing Corporation AccountantToukan & Co1997 - 2000
Deloitte & Touche 1996 - 1998
KPMG Peat Marwick 1994 - 1995
Education
Ohio Wesleyan University 1992 — 1996
BA, Accounting
Marietta High School 1988 — 1992
OWDA June 1997 - Present
KPMG Peat Marwick January 1994 - June 1997
Education
Penn State University 1989 — 1993
B.S., Accounting
Capital Pacific Development Group/Capital Pacific Homes July 2009 - Present
Capital Pacific Homes 1996 - July 2009
KPMG Peat Marwick 1991 - 1995
Skills
Due Diligence, Real Estate, Financial Reporting, Real Estate Development, Real Estate Transactions, Investment Properties, Contract Negotiation, Real Estate Economics, Budgets, Valuation, Financial Analysis, Property Management, Residential Homes, Accounting, Strategic Planning, Loans, Commercial Real Estate, Management, Entitlements
Education
Pepperdine University 1987 — 1991
B.S., Accounting
Barclays Capital September 2008 - Present
Lehman Brothers December 1981 - September 2008
KPMG Peat Marwick February 1978 - December 1981
Education
Penn State University 1976 — 1978
MBA Finance
University of Delaware 1972 — 1976
BS Accounting
AXA Equitable 2009 - Present
Bear Stearns July 2000 - December 2008
Rubin & Katz LLP October 1998 - May 2000
KPMG Peat Marwick February 1997 - September 1998
Education
Pace University - Lubin School of Business 1992 — 1997
BBA, Accounting
National Work From Home April 2011 - Present
Your Local City 2008 - 2011
Cap Gemini Ernst & Young 1995 - 2001
KPMG Peat Marwick September 1989 - 1995
Exxon Co, USA August 1984 - August 1989
Skills
Entrepreneur, Teaching, Public Speaking, Small Business, Account Management
Education
Penn State University 1980 — 1984
BS, Quantitative Business Analysis
Carlynton High School 1976 — 1980
KPMG Peat Marwick
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Management, Auditing, Customer Service, Project Management, Leadership, Accounting, Strategic Planning
Education
Northern Arizona University 1986 — 1990
Bachelorâs Degree
Towers Accountants LLC January 2009 - Present
British Telecom, US subsidiary (Atlanta offices) April 2007 - January 2009
BIP Group Inc. Atlanta, GA February 2002 - December 2006
DND City of Boston, Boston MA October 2000 - May 2001
Deloitte & Touché (former Arthur Andersen & Co.) May 1997 - October 1999
KPMG Peat Marwick September 1993 - April 1997
Skills
Financial Reporting, Internal Controls, Corporate Tax..., Individual Tax..., Payroll Services, Multi-state Payroll..., Financial Accounting, Corporate Finance, External Audit, Internal Audit, Financial Audits, Risk Based Audits, Financial Risk, Management Accounting, Cost Accounting, Tax accounting, Financial Forecasting, Corporate Tax Planning, Statutory Audit, University Teaching, General Ledger, Managerial Finance, Accounting, Cash Flow, Auditing, Strategic Planning, Payroll
Education
Pontificia Universidad Javeriana 1988 — 1992
Bachelor of Science (BS), Accounting, Major
GE 1997 - Present
Siemens Corporation 1995 - 1997
The McGraw Hill Companies 1991 - 1995
Finevest Services 1987 - 1991
KPMG Peat Marwick 1981 - 1987
Skills
International Tax, Tax Accounting, Tax, Tax Research, Tax Returns, Accounting
Education
Pace University
MS, Taxation
Pace University
MBA, Accounting
Saint John's University
BS, Marketing
Bay Mills Resort & Casinos; Bay Mills Indian Community December 2014 - Present
LRCB Holdings, LLC May 2010 - December 2014
Casino Del Sol Resort February 2012 - July 2014
Goodwill of Central Arizona August 2007 - May 2010
Casino Arizona June 1998 - August 2006
San Carlos Apache Tribe July 1996 - March 1998
Central DuPage Health Systems November 1990 - July 1996
KPMG Peat Marwick August 1989 - October 1990
Skills
Financial Reporting, Accounting, Budgets, Auditing, Internal Controls, Management, Analysis, Sarbanes-Oxley Act, Casino, Income Statement, Strategic Planning, Operations Management, Finance, Team Building, Inventory Management, Business Planning, Internal Audit, Business Strategy, Forecasting, Cash Management, Executive Management, Cash Flow, Training, Financial Analysis, Managerial Finance, Process Improvement, Cost Accounting, Business Development, Gaming, Mergers & Acquisitions, GAAP, General Ledger, Accounts Payable, US GAAP, Poker, Financial Audits, CPA, Strategic Financial..., Financial Accounting, Variance Analysis, Financial Statements, Payroll, Acquisition Integration, P&L, Financial Planning
Education
University of Nevada, Reno 2012 — 2012
Executive Development Program, Strategic Leadership in the Gaming Industry
Northern Illinois University 1992 — 1995
MBA, Business Administration
Northern Illinois University 1985 — 1989
BS, Accounting
Joliet Catholic High School 1981 — 1985
HS, College Prep
The Federal Deposit Insurance Corporation 2009 - Present
Bank of America 2007 - 2009
Bank of America 2006 - 2007
Bank of America 2005 - 2006
Bank of America 2003 - 2005
Bank of America 2000 - 2003
Bank of America 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Education
Pfeiffer University 2003 — 2006
MBA, Business Administration
Queens University of Charlotte 1992 — 1996
BA, Accounting
The Medi Group, Ltd. June 2014 - Present
The Medi Group Ltd 1990 - 2014
Institute for Scientifc Information June 1986 - May 1989
KPMG Peat Marwick 1980 - 1986
Skills
Web Services, CRM, Strategic Planning, Project Management, Start-ups, Management Consulting, Strategy, E-commerce, Marketing Strategy, Business Analysis, IT Strategy, Business Strategy, Business Development, Program Management, Analytics, Product Management, Business Intelligence
Education
Northeastern University
BS, MIS
Ralph Lauren April 2008 - Present
Ralph Lauren 2011 - 2013
Forest Laboratories 2003 - 2008
Pharmacia 1999 - 2003
American Standard Companies 1995 - 1999
Webcraft Technologies 1994 - 1995
Philips 1991 - 1994
KPMG Peat Marwick 1987 - 1990
Skills
Tax, Corporate Tax, Finance, Corporate Law, Treasury, Sarbanes-Oxley Act, Mergers & Acquisitions, Forecasting, Financial Analysis, Accounting, Financial Reporting, Due Diligence, SEC filings, Internal Controls, Corporate Finance
Education
Seton Hall University School of Law 2001 — 2005
JD, Law
Pace University - Lubin School of Business 1992 — 1996
MS, Taxation
Sound Strategies, LLC 2004 - Present
TransCore 1996 - 2004
KPMG Peat Marwick 1991 - 1996
Skills
Financial Reporting, Accounting, Management, Mergers & Acquisitions, CPA, Strategic Planning, Financial Analysis, General Ledger, Finance, Internal Controls, Due Diligence, Leadership, GAAP
Education
Portland State University - School of Business 1986 — 1991
BS, Accounting
Centennial High School 1979 — 1983
Rivendell Theatre Ensemble 2012 - 2014
The Ruth Page Foundation 2010 - 2011
JP Morgan Chase (formerly BankOne) 2000 - 2001
Citibank 1990 - 1994
Citibank 1990 - 1990
PepsiCo 1988 - 1990
KPMG Peat Marwick 1985 - 1988
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Masters of Management
University of California, Santa Barbara 1981 — 1985
BA
TransUnion June 2014 - Present
Chicago Mercantile Exchange February 2004 - June 2014
Divine 1999 - 2004
Platinum technology, inc. 1999 - 1999
KPMG Peat Marwick 1989 - 1999
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Internal Controls, Due Diligence, US GAAP, Mergers & Acquisitions, Auditing, Strategic Financial..., Finance, Corporate Finance, CPA
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Northern Illinois University 1985 — 1989
BS, Accountancy
Citi 2010 - Present
Merrill Lynch / Bank of America 1998 - 2009
CR Bard Inc. 1996 - 1998
Teleport Communications Group, Inc. 1994 - 1996
Amerada Hess Corporation 1988 - 1994
KPMG Peat Marwick 1986 - 1988
Skills
Financial Reporting, Vendor Management, Forecasting, Managerial Finance, Internal Controls, Budgets, Equities, Strategic Planning, Management, Accounting, Auditing, Finance, Contract Negotiation, Analysis, Business Planning
Education
Rutgers University-New Brunswick 1984 — 1986
B.S., Accounting
North Carolina State University 1981 — 1983
Accounting
Guy Brown 2014 - Present
Nissan Motor Company 2013 - 2014
SaarGummi Tennessee 2011 - 2013
Ancor Information Management 2009 - 2011
Perfection Development Companies 1998 - 2009
KPMG Peat Marwick 1993 - 1996
Skills
General Ledger, Financial Accounting, Account Reconciliation, Software Implementation, Accounting, QuickBooks, Auditing, Internal Controls, Cost Accounting, Revenue Recognition, Financial Reporting, Variance Analysis, GAAP, Process Improvement, Sarbanes-Oxley Act, US GAAP
Education
Oakland University
MAcc, Accounting
State University of New York at Buffalo - School of Management
MBA, Finance
University at Buffalo
BA, Economics
Robert W. Baird & Co., Inc. March 2001 - June 2014
KPMG Peat Marwick 1993 - 1998
Skills
Equity Research, Investments, Valuation, Financial Analysis, Equities, Asset Management, Financial Modeling, Capital Markets, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Accountancy
Freightliner CPA since 1993DaimlerOctober 1993 - Present
Daimer December 2003 - June 2005
Daimler May 1999 - November 2003
Daimler February 1998 - May 1999
Daimler August 1994 - February 1998
KPMG Peat Marwick October 1989 - August 1994
Education
Oregon State University 1984 — 1989
BA, Accounting, Economics
Iron Mountain May 2015 - Present
Bruker April 2012 - May 2015
Iron Mountain February 2006 - April 2012
Resources Global Professionals April 2005 - January 2006
International Rectifier December 2003 - April 2005
Fisher Scientific June 2002 - December 2003
Worldwide Restaurant Concepts December 2000 - September 2001
Warner Brothers Studios December 1999 - December 2000
Universal Studios February 1998 - December 1999
KPMG Peat Marwick September 1994 - February 1998
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Finance
Northeastern University 1989 — 1994
BSBA, Accounting
Columbia Management August 1998 - Present
U.S. Trust 1998 - 2011
KPMG Peat Marwick August 1995 - August 1997
Skills
Portfolio Management, Hedge Funds, Asset Allocation, Economics, Risk Management, Asset Managment, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Derivatives
Education
Pace University 2010 — 2013
DPS, International Economics, Finance
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Information Systems
Rensselaer Polytechnic Institute 1997 — 1998
ME, Industrial Engineering
MFA Financial,Inc May 2008 - Present
Arbor Commercial Mortgage March 2007 - May 2008
Independence Community Bank March 1997 - September 2006
North Side Savings Bank May 1992 - March 1997
KPMG Peat Marwick September 1987 - May 1992
Education
Pace University 1983 — 1987
BBA, Public Accounting
Mercer 1999 - 2011
Mercer Human Resource Consulting April 1999 - 2004
Ariel Capital Management October 1994 - February 1998
KPMG Peat Marwick 1973 - 1994
Skills
Project Management, Leadership, Team Leadership, Management, Training, Software Documentation, Coaching, Customer Service, Time Management, Employee Training, Human Resources, Employee Relations, Performance Management, Organizational..., Employee Engagement, Change Management, Talent Management
Education
Northeastern Illinois University 1985 — 1991
BA, Human Resources/Training & Development
PJRC.COM, LLC August 2012 - Present
UTi Worldwide Inc. May 2011 - August 2012
Iberdrola Renewable Energy Services January 2005 - May 2011
Oregon Steel Mills November 2003 - December 2004
KPMG Peat Marwick May 2002 - November 2003
Arthur Andersen January 2000 - May 2002
C-Tech Industries October 1997 - December 1999
Skills
ERP, Accounting, Business Analysis, Accounts Payable, Process Improvement, Internal Controls, SOX, General Ledger, Oracle E-Business Suite, Variance Analysis, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, Financial Reporting, Cost Accounting, Forecasting, Management
Education
Portland State University 1996 — 1999
Postbaccalaureate Certificate, Accounting
Oregon State University 1988 — 1992
BS, Business Administration, Finance
G.E.B. Medical Mgt., Co. Inc. 2008 - Present
McKinsey & Company May 2000 - February 2008
Penguin Group USA 1998 - 2000
Random House 1996 - 1998
Gemini Consulting 1991 - 1996
KPMG Peat Marwick 1986 - 1991
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1986
BBA, Public Accounting
Rainier Investment Management April 2014 - Present
Allianz Global Investors, RCM Capital Management June 2005 - March 2014
RBC Capital Markets / Dain Raucher Wessels June 2000 - June 2005
Jafra Cosmetics, A Gillette Company July 1995 - August 1998
KPMG Peat Marwick January 1993 - July 1995
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
Northeastern University 1988 — 1992
BS, Finance & Accounting
Capital University August 2006 - Present
InsightMAS 1991 - 2008
Checkfree Systems 1988 - 1991
Discovery Systems, Inc. 1985 - 1988
CompuServe 1974 - 1985
KPMG Peat Marwick 1968 - 1974
Skills
Higher Education, Strategy, Finance, Public Speaking, Research, Marketing, Microsoft Office, Data Analysis, Leadership Development, Analysis, Leadership
Education
Ohio University
MBA, Management
Northwestern University
BSBA, Accounting
Doterra Essential Oils 2014 - Present
No Worries Healing 2010 - Present
Girl Scouts Council of Southwestern CT August 2001 - March 2002
QSP November 1977 - November 1999
KPMG Peat Marwick 1975 - 1977
Skills
Management, Fundraising, Strategic Planning, Public Speaking, Leadership, Nonprofits, Marketing, Budgets, Microsoft Excel, Team Building, Yoga Instruction, Essential Oils, Aromatherapy, Addiction Recovery, Wellness Coaching, Healing
Education
Basil Yoga Center
Yoga Teacher Training/Yoga Therapy
Pace University-Pleasantville/Briarcliff Campus
BBA, Accounting
~ January 2014 - Present
Dober Chemical March 2013 - January 2014
Icon Identity Solutions August 2011 - December 2012
Leica Microsystems August 2010 - May 2011
Lundbeck 2011 - 2011
Little Lady Foods June 2008 - March 2010
Ecolab January 2003 - June 2008
Friedman Corporation January 1998 - March 2001
Ideal Industries 1994 - 1998
KPMG Peat Marwick January 1986 - March 1989
Skills
Account Reconciliation, Accounts Payable, Analysis
Education
Northern Illinois University 2000 — 2002
M.S., MBA
Northern Illinois University 1982 — 1985
B.S., Accountancy
Claris Consulting Group January 1998 - Present
KPMG Peat Marwick May 1996 - December 1997
Webb & Shirley July 1991 - May 1996
Andersen Consulting July 1989 - June 1991
Skills
Merchandising, Management Consulting, Change Management, Supply Chain, Business Analysis, Retail, Supply Chain Management, ERP, Analysis, Business Intelligence, Business Transformation, Business Strategy, Budgets, Management, Business Process..., Strategic Planning, Business Planning, Leadership
Education
Oral Roberts University 1985 — 1989
BS, Management Information Systems
Equity LifeStyle Properties, Inc. September 2012 - Present
AGI North America, LLC October 2010 - November 2011
Graphic Packaging International 2008 - 2010
Graphic Packaging International 2006 - 2008
Handschy Industries a subsidiary of Graphic Packaging International 2003 - 2006
Powers Process Controls 1993 - 2002
Oce 1991 - 1993
Oce 1989 - 1991
KPMG Peat Marwick 1986 - 1988
Wagner, Sim & Co, CPA's 1984 - 1986
Skills
Lean Manufacturing, Strategic Planning, Budgets, Capital Budgeting, Cross-functional Team..., Variance Analysis, Hyperion Enterprise, Accounts Receivable, Process Engineering, Inventory Management, Accounts Payable, Change Management, Cash Management, Team Building, General Ledger, Financial Forecasting, Acquisition Integration
Education
Northern Illinois University 1982 — 1984
B.S, Accounting
Douglas Elliman Real Estate July 2013 - Present
EIM Management (USA) March 2011 - March 2013
ALTRIA CORPORATE SERVICES, INC (formerly Philip Morris Companies, Inc.) November 2005 - July 2008
KPMG Peat Marwick September 2003 - November 2005
Philip Morris Management Corp. January 2002 - August 2003
The MONY Group May 2001 - December 2001
Skills
Accounting, US GAAP, Analysis, Software Documentation, Customer Service, GAAP, Process Improvement, Sarbanes-Oxley Act, Internal Audit, Microsoft Office, Consolidation, Management, Auditing, Financial Reporting, Financial Statements, Budgets, Internal Controls, Finance, Hyperion Enterprise
Education
Pace University 1998 — 2003
BBA/MBA, Accounting
Murrow High School
Cutwater Asset Management September 2001 - February 2012
MBIA Insurance Corporation September 2001 - July 2005
Time Warner Cable April 1998 - September 2001
KPMG Peat Marwick January 1995 - April 1998
Skills
SEC reporting, Accounting, Bloomberg, Auditing, Asset Management, GAAP, Investments, SOX, Financial Reporting, Sarbanes-Oxley Act
Education
Western Connecticut State University 2009 — 2011
MBA, Finance Concentration
Pace University 1993 — 1995
Certification, Accounting
Pace University 1988 — 1992
BBA, Business Management
Prologis December 1998 - Present
Prologis (formerly AMB Property Corporation) November 1991 - November 1998
KPMG Peat Marwick 1981 - 1991
Price Waterhouse Coopers 1975 - 1981
Skills
Investments, Venture Capital, Finance, Corporate Law, Tax, Portfolio Management, Managerial Finance, Financial Accounting, Start-ups, Strategic Planning, Banking, Real Estate, Entrepreneurship, Due Diligence, Business Development, Real Estate Development, Real Estate Economics, Disposition, Real Estate Transactions, New Business Development, Mergers & Acquisitions, Private Equity, Acquisitions, Valuation, Asset Management
Education
U.C. Berkeley School of Law 2004 — 2013
Doctor of Philosophy (Ph.D.), Jurisprudence & Social Policy
U.C. Berkeley 2003 — 2005
Masters, Law, Politics, Economics & Business
U.C. Hastings College of Law 1972 — 1975
JD, Business, Taxation, Real Estate, Media
Pomona College 1968 — 1972
BA, Economics, Government, Public Policy
Pomona College 1968 — 1972
Bachelor's degree, Economics
Tellus Healthcare April 2013 - Present
Iron Bridge Tools 2008 - 2010
Cross Country Healthcare 2007 - 2007
Wachovia Trust 2005 - 2006
Nurse-on-Call of South Florida, Inc. 2003 - 2004
Mahoney Cohen Family Office Services 2001 - 2003
Sun-Sentinel 1996 - 2001
Carl's Furniture 1994 - 1996
Arvida 1993 - 1994
KPMG Peat Marwick 1990 - 1993
Skills
Accounting, Finance, Auditing, Financial Reporting, Management, Customer Service
Education
Nova Southeastern University
M.S., Management Information Systems
University of Florida
M.S., Accounting
University of Florida
B.S., Accounting
St. Thomas Aquinas
SS&C Technologies CAO/CFOByram Healthcare2002 - 2006
InSight Health Services, Inc. 2000 - 2001
InSight Health Services, Inc. 1998 - 2000
Signal Medical Services, Inc. August 1994 - May 1998
KPMG Peat Marwick 1982 - 1994
Skills
Strategic Planning, Finance, Financial Reporting, Business Development, Accounting, Financial Analysis, Budgets, Business Analysis
Education
Penn State University 1978 — 1982
BS, Accounting
Chicago Investment Advisory Group April 2011 - Present
Good Neighbors Of Lincoln-Way July 2014 - Present
Samuelson Trading Corp November 2002 - June 2009
Equity Option Market Maker January 1999 - October 2002
Timber Hill, LLC April 1994 - December 1998
KPMG Peat Marwick September 1987 - April 1994
Skills
Equities, Securities, Strategic Financial..., Series 7, Asset Managment, Cash Flow, General Ledger, Accounting, Trading, Alternative Investments, Portfolio Management, Asset Management, ETFs, Series 63, Investments, Mutual Funds, Hedge Funds, Equity Trading, Investment Strategies, Options, Financial Planning, Retirement Planning, Risk Management
Education
Northern Illinois University 1984 — 1987
B.S., Accounting
St. Laurence
Alden Management Services, Inc September 2008 - Present
Pathway Senior Living July 2006 - August 2008
Trammell Crow Company July 2003 - June 2006
Granite Real Estate Management Co. August 2001 - June 2003
CB Richard Ellis June 1998 - July 2001
Hamilton Partners, Inc. August 1989 - May 1998
KPMG Peat Marwick August 1986 - July 1989
Arthur Andersen and Co. 1985 - 1986
Education
Roosevelt University 1985 — 1986
Bachelor of Science (BS), Accounting
Northern Illinois University 1983 — 1984
Accounting
Members First Credit Union of NH July 2013 - Present
GFA Federal Credit Union December 2012 - June 2013
Monadnock Community Bank October 2004 - December 2012
Primary Bank/Granite Bank/Ocean National Bank November 1992 - October 2004
KPMG Peat Marwick October 1988 - April 1992
Skills
Accounting, Leadership, Financial Modeling, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Internal Controls, Investments, Financial Accounting, Payroll, Volunteering, Non-profit Volunteer, Treasurers, Budget Forecasts, Budget Monitoring, Microsoft Excel, Microsoft Word, Microsoft Office, Crystal Reports, Jack Henry, IPS, General Ledger, Access, Internal Audit, External Audit, Banking, Risk Analysis, Loans
Education
Northeastern University 1987 — 1988
Master of Business Administration (MBA), Accounting and Business/Management, Dean's list all semesters
Bentley University 1982 — 1986
Bachelor of Science (BS), Accounting, Dean's List all semesters