Laventhol & Horwath
Laventhol & Horwath List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Laventhol & Horwath. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Laventhol & Horwath Salaries. You can even request information on how much does Laventhol & Horwath pay if you want to. Learn about salaries, pros and cons of working for Laventhol & Horwath directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
483 Laventhol & Horwath employees in database. Find out everything there's to know about Laventhol & Horwath employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Laventhol & Horwath Employees
Howard Sibelman, CPA April 2014 - Present
Loscalzo Associates, Ltd. 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2014 - Present
Crowe Horwath International September 2013 - April 2014
Crowe Horwath International 2009 - 2013
Moss Adams LLP 2006 - 2010
Bader Martin, P.S. 1998 - 2005
NSBN LLP 1994 - 1998
Laventhol & Horwath 1967 - 1990
Skills
General Ledger, Auditing, Management Consulting, IFRS, Accounting, Tax, Financial Reporting, Government Accounting, CPA, Financial Analysis, Internal Controls, Assurance, External Audit, Financial Accounting, GAAP
Education
University of Southern California 1979 — 1982
Master's Degree, Business Taxation
City University of New York-Brooklyn College 1964 — 1968
Bachelor's Degree, Economics, Major in Accounting, Cum Laude
Newburger-Andes & Company, Inc. 2007 - Present
Pinnacle Real Estate 2003 - July 2007
First Atlantic Mortgage 1996 - 2003
Richard Bowers & Company 1992 - 1996
PKF Consulting 1990 - 1992
Laventhol & Horwath 1987 - 1990
Skills
Real Estate, Landlord, Tenant Representation, Real Estate Development, Location Intelligence, Investment Properties, Asset Managment, Disposition, Leases, Investments, Due Diligence, REO, Residential Homes, Asset Management, Landlords, Negotiation, Commercial Real Estate, Appraisals, Property Management, Portfolio Management, Selling, Tenant, Property, Lease Negotiations, Brokerage, Finance, Relocation, Real Estate Economics, Business Development, Real Estate Transactions, Corporate Real Estate, Investment Sales, Real Estate Financing, Shopping Centers, Integrity, Professional Experience, Sales Management, Dispositions, Sales
Education
Cornell University 1983 — 1987
Bachelor of Science, Hotel Administration
Citi Private Equity Services, Inc. November 2014 - Present
Clarion Partners LLC August 1994 - July 2014
Edward Isaacs & Company June 1993 - August 1994
Goldstein, Golub, Kessler &Company December 1990 - June 1993
Laventhol & Horwath August 1988 - December 1990
Skills
Auditing, Internal Controls, Financial Accounting, Private Equity, Cash Flow, General Ledger, Budgets, Accounts Payable, Strategic Planning, Microsoft Excel, Change Management, Investment Properties, Real Estate, Disposition, Commercial Mortgages, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Financial Reporting, Finance, Corporate Finance, US GAAP, Analysis, Tax, Management, CPA, Cash Management, Real Estate Private..., Investment Management, Strategic Financial..., Real Estate Financing, Treasury Management, Cash Flow Forecasting, Balance, Acquisitions
Education
Adelphi University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Regency Business Partners, LLC. June 2010 - Present
Medical Mutual of Ohio January 2003 - September 2009
CGI Management Consultants, Inc. January 1990 - August 2002
Laventhol & Horwath January 1985 - January 1990
Price Waterhouse January 1981 - January 1985
Skills
Hands-on Problem Solver, Mergers and Acquistions, Senior Executive..., Board level experience, Legislative Testimony, Litigation Consulting, Project Management, Non-profits, Strategic Planning, Business Process..., Leadership, P&L Responsibility, Health Insurance, Public Relations, Due Diligence, Performance Management, Managerial Finance, Consulting, P&L Management, Negotiation, Start-ups, Executive Management, Management Consulting, Government, Financial Modeling, Business Development, Competitive Analysis, Program Management, Cross-functional Team..., Private Equity, Management, Strategy, Finance, Business Strategy, Team Building, Budgets, Mergers & Acquisitions, Nonprofits
Education
Harvard Business School 2007 — 2007
Advanced Management Program
Cleveland State University 1980 — 1981
MBA, Finance
Cleveland State University 1976 — 1980
BBA, Accounting
Case Western Reserve University 2005 — 2009
Mini-Medical School
Colliers International Indiana Region August 2014 - Present
Lockhart Consulting, LLC April 2008 - Present
RPM Machinery 2013 - 2013
VocalEZ, Inc. d/b/a Entrada March 2010 - December 2011
Merchants Bank of Indiana August 2008 - November 2009
Fifth Third Bank - Indiana March 2001 - March 2008
KeyBank February 1997 - March 2001
First Chicago / NBD (fka INB National Bank) July 1986 - February 1997
Laventhol & Horwath August 1984 - July 1986
Skills
Excel, Accounting, Word, PowerPoint, Credit, Financial Analysis, Real Estate, Commercial Banking, Loans, Banking, Negotiation, Customer Relations, Sales Management, Team Building, Contract Negotiations, Coaching, Problem Solving, Market Analysis, Risk Management, Portfolio Management, Account Management, New Business Development, Financial Modeling, Contract Negotiation, Credit Analysis, Microsoft Office, Small Business Lending, Mortgage, Business Analysis, Valuation, Mentoring, Legal Documents, Document Review, Appraisal review, Environmental Review, Microsoft Excel, Mortgage Lending, Microsoft Word, Business Planning, Strategy, Sales, Executive Management, Customer Service, Training, Mergers & Acquisitions, Commercial Lending, Due Diligence, CRM, Analysis, Market Research
Education
Falls School of Business - Anderson University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance, 3.8
Anderson University 1980 — 1984
Bachelors, Accounting, Management, Economics, 3.25
North Central High School 1977 — 1980
Diploma, General Studies / Accounting, "B" to "B+" average.
Processing Solutions Group, LLC March 1991 - Present
Trinity Associates 1984 - 1991
Carl H. Pforzheimer & Co. 1981 - 1984
Charles Schwab & Co. 1978 - 1980
Laventhol & Horwath 1976 - 1978
Skills
Forensic Accounting, Accounting, Banking, Fraud, Litigation Support, Budget, Internal Controls, Microsoft Office, Due Diligence, Auditing, Process Improvement, Financial Reporting, Customer Service, Corporate Governance, GAAP, Microsoft Excel, Financial Analysis, Microsoft Word, Strategic Planning, QuickBooks, Tax, Mergers & Acquisitions, Internal Audit
Education
City University of New York-Herbert H. Lehman College 1972 — 1976
BA, Accounting
The Grout Medic 2011 - Present
Better Days, LLC June 2011 - Present
NRC Realty & Capital Advisors, LLC September 2008 - June 2011
Two Degrees 2007 - September 2008
Titus 2002 - 2007
Case New Holland (Client) 2002 - 2007
Transora 2000 - 2002
HotSamba 2000 - 2000
Coopers & Lybrand 1990 - 1996
Laventhol & Horwath 1988 - 1990
Skills
Tile & Grout Cleaning, Ceramic Tile, Natural Stone, Entrepreneurship, Small Business, Start-ups, Project Management, Budgets, Forecasting, Cash Flow, Process Improvement, Policy/Procedure..., Professional Services, Accounting, Finance, Financial Reporting, QuickBooks, GAAP, Consolidation, General Ledger, Internal Audit, Financial Modeling, Due Diligence, Hyperion Enterprise, SEC filings, IFRS, Cash Management, Vendor Management, Acquisition Integration, Manufacturing, ERP, Great Plains Software, Controller, Management Reporting, External Reporting, SEC reporting, Accounting Research, ERP / System..., Collections, IFRS Conversion, Public Debt Offerings, Equity Offerings, Treasury Management, HFM, Salesforce.com, Oracle E-Business Suite, Distribution, Real Estate, Technology Services, Financial Systems...
Education
DePaul University 1984 — 1988
B.S., Accounting
St. Rita HS 1980 — 1984
WithumSmith+Brown July 2014 - Present
WithumSmith+Brown January 2009 - Present
Sonzogni Bottitto & Fingerhut January 2005 - December 2009
Laventhol & Horwath 1988 - 1992
Ernst & Whinney 1987 - 1989
Skills
Tax, Non-profits, Healthcare, Hospitals, Nonprofits, Accounts Receivable, Financial Reporting, Accounting, GAAP, Accounts Payable, CPA, Tax Preparation, Corporate Tax, Income Tax, Internal Controls, Auditing, US GAAP, Financial Accounting
Education
Clarkson University
accounting
Claimwire, Inc. January 2012 - Present
ClaimCompass June 2011 - Present
Steve Schmutz, Author 2000 - Present
Riskonnect, Inc. June 2010 - June 2011
Gallagher Bassett November 2009 - December 2010
MountainView Software April 1994 - May 2007
WordPerfect Corporation August 1988 - April 1994
Laventhol & Horwath January 1988 - July 1988
Skills
First Report of Injury, Workers Compensation, Entrepreneurship, New Business Development, Software Design, Presenter, Sales Management, SaaS, Small Business, Entrepreneur, Risk Management, Strategic Planning, Product Development, Team Building, Insurance, Customer Relations, Contract Negotiations, Start-ups, Account Management, Product Management, Management, Leadership, Program Management, Marketing, Sales, Enterprise Software, Training, Business Development, Claims Management, Business Analysis, Sales Operations, Business Strategy, Salesforce.com, Strategic Partnerships, Marketing Strategy, Team Leadership, Product Marketing, Claim, B2B, Direct Sales, Competitive Analysis, Online Advertising, Social Media Marketing, Online Marketing, Social Media, Team Management, Marketing Communications, Workers' Compensation..., Internet Entrepreneur, Customer Service
Education
Brigham Young University 1982 — 1989
BS, Information Management
Holland Henry & Bromley, LLP December 2014 - Present
Skinner, Barndollar & Lane, PC February 2005 - December 2014
Skinner, Barndollar & Lane, PC December 1998 - January 2005
Brewser, Coburn, Ouellet & Bridge December 1997 - June 1998
Bottomline Technologies August 1993 - July 1995
Channel Computing, Inc. March 1992 - June 1993
Self Employed January 1990 - March 1992
Pacific Coast Feather Company January 1984 - June 1989
Laventhol & Horwath July 1981 - January 1984
Skills
Tax Preparation, Tax Accounting, Tax Advisory, Team Leadership, Project Management, Communication, Employee Training, Tax, Accounting, Finance, Financial Reporting, Financial Accounting, Financial Statements, Tax Research, Bookkeeping, Corporate Tax
Education
University of Washington 1979 — 1981
Bachelor of Arts (B.A.), Business Administration, Accounting
Centralia College 1976 — 1978
Associate of Arts (A.A.)
Citigroup 1989 - 2005
Thomson McKinnon Securities, Inc 1989 - 1989
Fundamental Information Systems 1988 - 1988
Laventhol & Horwath 1984 - 1988
Skills
Real Estate, Financial Reporting, Budgets, Financial Analysis, Internal Controls, Accounting, Microsoft Excel, Microsoft Word, Forecasting, Finance, Financial Audits, Financial Statements, Auditing, Account Reconciliation, Financial Modeling, Due Diligence, Internal Audit, Management
Education
Binghamton University 1980 — 1984
Bachelor of Science (BS), Accounting
Independent Consultant April 1991 - Present
Coopers & Lybrand (now PwC) December 1988 - April 1991
Laventhol & Horwath September 1986 - December 1988
Boston's Beth Israel Hospital May 1976 - August 1986
Skills
Performance Improvement, Management Consulting, Healthcare, Process Improvement, Change Management, Project Management, Interim Management, Team Leadership, Leadership, Team Building, Risk Management, Budgets, Management, Analysis, Strategy, Business Planning, Coaching, Strategic Planning, Market Research, Consulting
Education
Boston University Graduate School of Management
MBA, Health Care
Bowling Green State University
LGC&D November 1979 - Present
HLB International North America May 2014 - Present
Laventhol & Horwath November 1979 - November 1990
Skills
Director at Beacon..., Auditing, Accounting, Strategic Planning, Corporate Tax, Start-ups, Financial Reporting, Budgets, CPA, Due Diligence, Management Consulting, Tax, Nonprofits, Cash Flow, GAAP, Financial Analysis, Internal Controls, Finance, US GAAP, Tax Preparation, Managerial Finance, Income Tax, Revenue Recognition, Strategic Financial..., SEC filings, Tax Returns, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Forensic Accounting, Financial Statements, General Ledger, Business Valuation, Internal Audit, Tax Research, Partnership Taxation, Bookkeeping, Accountants, Account Reconciliation, LLC
Education
Bryant University 1973 — 1983
BS and MST, Accounting and Tax
Acadia Advisors April 2014 - Present
Hilco Real Estate Appraisal, LLC September 2013 - April 2014
Acadia Advisors September 1997 - September 2013
Cushman & Wakefield September 1988 - September 1997
Laventhol & Horwath April 1987 - September 1988
Skills
Commercial Real Estate..., Real Estate Transactions, Investors, Real Estate Economics, Investment Properties, Real Estate Development, Foreclosures, Appraisals, Leases
Education
Bentley University
BS, Economics/Finance
The University of Georgia
Citrin Cooperman & Company, LLP June 2012 - Present
Margolin, Winer & Evens LLP December 1990 - June 2012
Laventhol & Horwath January 1984 - December 1990
Skills
Litigation Support, Expert Witness, Forensic Accounting, Valuation, Computer Forensics, Business Valuation, Litigation Consulting, Fraud Investigations, Dispute Resolution, Restructuring, Investigation, Certified Fraud Examiner, Financial Accounting, US GAAP, Tax Accounting, Finance, Tax Research, Creditors' Rights, Receiverships, International Tax, Liquidation, FCPA, Chapter 11, Financial Statements, Tax Returns, Corporate Recovery, CPA, Income Tax, Corporate Tax, Internal Audit, Debt Restructuring, Cash Management, Private Equity, Shareholder, QuickBooks, S Corporations, Internal Controls, Forensic Analysis, GAAP, SEC filings, Securities Litigation, Financial Modeling, Asset Tracing, Partnership Taxation, Tax Preparation, SEC Filings, Sales Tax
Education
City University of New York-Brooklyn College 1976 — 1979
Bachelor of Science, Accounting
James P. Coco, CPA, Inc. January 1993 - Present
Technology Leaders Inc 1985 - 1993
Meaden and Moore 1984 - 1985
Laventhol & Horwath December 1982 - July 1984
Ernst & Whinney 1981 - 1981
Skills
Peachtree, Tax, Income Tax, Small Business..., Tax Returns, Payroll, Small Business, S Corporations, Partnership Taxation, Individual Taxation, Finance, Accounting, CPA, Tax Preparation, Payroll Taxes, Tax Research, Corporate Tax, Tax Law, General Ledger
Education
Cleveland State University 1980 — 1982
Bachelor's, Accounting
Cuyahoga Community College 1978 — 1980
Associates Degree, Business
PwC July 2015 - Present
UNICEF February 2013 - Present
The Institute for Communication Technology Management at USC’s Marshall School of Business (CTM) May 2013 - Present
PricewaterhouseCoopers LLP 1996 - June 2015
Peterson Consulting August 1994 - February 1996
Laventhol & Horwath January 1989 - November 1990
Skills
Strategy, Due Diligence, Management Consulting, Business Planning, Competitive Analysis, Management, Strategic Partnerships, Business Process..., Leadership, Market Analysis, Market Research, Sarbanes-Oxley Act, Executive Management, Business Strategy, Business Intelligence, Business Process, Finance, Strategic Planning, Acquisition Integration, Business Development, Thought Leadership, Negotiation, Mergers & Acquisitions, Restructuring, Forecasting, Marketing Strategy, Marketing, Internal Audit, Analytics, Digital Strategy, Start-ups, Consulting, Advertising, Cross-functional Team..., Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Accounting and Finance
DePaul University 1981 — 1984
Business Administration, Marketing
EMC June 2009 - Present
Groundwork Systems, LLC February 2005 - May 2009
Aetna 2003 - 2005
Elemica 2000 - 2003
Independence Blue Cross 1993 - 2000
Hay Group 1991 - 1993
Tait, Weller, & Baker 1988 - 1991
Laventhol & Horwath 1986 - 1988
Skills
Integration, Product Management, Change Management, Enterprise Software, Infrastructure, Strategic Planning, Projects, Business Analysis, Leadership, Start-ups, Business Process, Business Process..., IT Strategy, Enterprise Architecture, Data Center, Budgets, Management, Business Development, Requirements Gathering, Information Technology, Strategy, Management Consulting, Cloud Computing, Business Intelligence, Agile Project Management, Software Project..., ITIL, Vendor Management, Negotiation, IT Service Management, Program Management, Project Management, Cross-functional Team..., Consulting, Process Improvement, SDLC, Software Development, Requirements Analysis, Project Portfolio..., SaaS, IT Management, Agile Methodologies, Project Planning, Team Building, Visio, Team Leadership, Governance, IT Operations
Education
Drexel University 1995 — 1999
MS, Information Systems
La Salle University 1980 — 1986
BA, Computer Science
Jenkintown High School 1976 — 1980
Investissement Québec March 2013 - Present
Vacances Tour Mont-Royal 2008 - 2012
Station Mont Tremblant 2003 - 2008
Transat - Americanada 2001 - 2003
Vacances Air Transat 1994 - 2001
Laventhol & Horwath 1986 - 1988
Skills
Tourism, Marketing, Leadership, Strategy, Management, Hospitality, Revenue Analysis, Hotels, Leisure, Human Resources, DES, Travel Management, Event Management, Public Relations, French, Leisure Travel, Marketing Strategy, Social Media, Creative Direction, Customer Service, Finance
Education
École des sciences de la gestion (ESG UQAM) 1991 — 1992
MBA, Management
1982 — 1985
Bachelor, School of Hotel Administration
Institut de tourisme et d'hôtellerie du Québec 1979 — 1982
DEC, Gestion hôtellière
Management Recruiters of Evergreen November 2013 - Present
Caltex Petroleum Corp 1994 - 1995
Caltex Petroleum Corp 1991 - 1994
Gibson, Dunn & Crutcher LLP 1988 - 1990
Laventhol & Horwath 1987 - 1988
Skills
Recruiting, Human Resources, Employee Relations, Performance Management, HR Consulting, Coaching, Employee Engagement, Stakeholder Engagement, Diversity & Inclusion, Research, Social Media, Customer Service, Educational Fundraising, Organization, Communication Skills, Computer Proficiency, Report Writing, Copywriting, Publications, Desktop Publishing, Team Building, Strategic Planning, Management
Education
Clarion University of Pennsylvania 1981 — 1985
B.A., Psychology
AICPA 2013 - Present
Minnesota Society of CPAs April 2009 - Present
Life Link III 2008 - Present
RAS Services 1998 - Present
RWJ & Associates 2000 - 2008
Dungarvin, Inc. 1996 - 1998
Caremark 1995 - 1996
Minnesota Masonic Home 1990 - 1995
Ernst & Young 1988 - 1990
Laventhol & Horwath 1986 - 1988
Skills
Risk Management, Financial Reporting, Auditing, Cash Management, Strategic Planning, Operational Turnaround, Air medical transport, Healthcare Reimbursement, Forecasting, Mergers & Acquisitions, Due Diligence, Team Building, Financial Analysis, Accounting, Finance, Budgets, Business Strategy, Employee Benefits, Process Improvement, Leadership, Internal Controls, Sarbanes-Oxley Act, Strategy, Business Planning, Program Management, Project Planning, Business Development, Healthcare, Management, Executive Management, Managerial Finance, Banking, Small Business, Tax, Strategic Financial..., Investments, Acquisition Integration, Start-ups, Insurance
Education
The University of North Dakota 1978 — 1980
Master of Business Administration (M.B.A.)
Concordia College 1973 — 1977
BA
Commune Hotels & Resorts June 2014 - Present
Montare Hospitality Advisors February 2012 - Present
Trump Hotel Collection June 2012 - June 2014
Pan Pacific Hotels Group May 2010 - December 2011
InterContinental Hotels Group January 2006 - May 2010
Toga Hospitality October 2000 - January 2006
Starwood January 1996 - September 2000
Marriott August 1993 - December 1995
Horwath Asia Pacific 1990 - 1993
Laventhol & Horwath 1989 - 1990
Skills
Contract Negotiations, Hotels, Real Estate Development, Resorts, Due Diligence, Hospitality, Real Estate, Hotel Acquisitions, Administration, Business Analysis, Business Strategy, Financial Analysis, Team Leadership, New Business Development, Strategic Planning, Salesforce.com, Direct Sales, International Sales, Executive Reporting, Joint Ventures, Contract Negotiation, Hospitality Management, Management, Hotel Management, Revenue Analysis, Hospitality Industry, Mergers & Acquisitions, Negotiation, Sales, Business Planning, Pre-opening, Tourism
Education
Thunderbird School of Global Management 1987 — 1988
MBA
Alma College 1983 — 1987
BA
University of Aberdeen 1986 — 1986
Arts Courses
Spring Lake High School 1979 — 1983
High School Diploma
A Place of Hospitality 2008 - Present
Effortless, Inc. 1989 - Present
US Olympic Training Center 1984 - 1989
Prototype Restaurants 1979 - 1984
Flights of Fantasy 1979 - 1981
Eat Your Heart Out 1976 - 1979
Laventhol & Horwath 1972 - 1976
Mill Harbour Hotel 1971 - 1972
Stephens-Bangs Associates 1970 - 1971
US Navy 1967 - 1970
Skills
Event Management, Hospitality, Tourism, Public Speaking, Event Planning, Leadership, Hospitality Industry, Restaurants, Training, Menu Development, Management, Team Building, Social Media, Food Service, Hotels, Marketing, Coaching, Food, Marketing Strategy, Marketing Communications, Public Relations, Customer Satisfaction, Time Management, Customer Service, Restaurant Management, Food & Beverage, Budgets, Strategic Planning, Social Media Marketing, Social Networking, Entrepreneurship
Education
Cornell University 1962 — 1966
BS, Hotel Admin
Barnstable High School 1958 — 1962
Apogee Wealth Advisors March 2013 - Present
Element Financial Group 2009 - March 2013
Group G Capital Partners 2004 - 2008
Emigrant Bank 2000 - 2004
UBS 1996 - 2001
The Bank of New York 1992 - 1996
Laventhol & Horwath 1987 - 1990
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Binghamton University 1983 — 1987
BS, Accounting
New Rochelle High School
G. Randall Hammond & Co. February 2010 - April 2011
Valuation Management Group October 2009 - February 2010
OTO Development April 2005 - November 2008
Noble Investment Group 2004 - 2005
Extended Stay America 1997 - 2004
Landauer Assoc 1993 - 1997
Laventhol & Horwath 1986 - 1991
Skills
Resorts, Hotels, Real Estate, Real Estate Development, Valuation, Feasibility Studies, Brokerage, Appraisals, Hospitality, Due Diligence, Hospitality Industry, Negotiation
Education
Cornell University 1984 — 1986
Masters
Clark University 1979 — 1983
B.A.
Marcum LLP 2005 - Present
Mantas, Ohliger, McGary & Quinn PC July 1985 - May 2005
Laventhol & Horwath 1977 - 1983
Skills
Real Estate, Mergers & Acquisitions
Education
Bradley University 1967 — 1971
B.S., Accounting
Debra E. Sheldon, CPA 1985 - Present
Laventhol & Horwath 1980 - 1984
Ernst & Young 1977 - 1980
Skills
Small Business..., Quickbooks, Accounting, Bookkeeping, CPA, QuickBooks
Education
Boston University - School of Management 1974 — 1977
BSBA, Accounting
Moeckel & Co. 1986 - Present
Thayer Lodging Group 1992 - 2005
Chaffin Light Associates 2001 - 2003
Metric Income Trust Series 1989 - 1995
Embassy Suites, Inc 1990 - 1992
The Landmarks Group 1983 - 1986
Laventhol & Horwath 1978 - 1983
Holiday Inns, Inc. 1974 - 1978
Skills
Mergers, Real Estate, Mergers & Acquisitions, Hospitality, Investments, Disposition, Real Estate Development, Property Management, Leadership, Asset Management, Financial Analysis, Investment Properties, Portfolio Management, Private Equity, Management, Negotiation, Commercial Real Estate, Real Estate Economics, Resorts, Hotels, Real Estate Financing, Hospitality Industry
Education
Cornell University 1969 — 1972
BS, Hotel Administration
Cornell University
Hotel/Motel Administration/Management
Soukup Consulting Group July 2009 - Present
Plante & Moran August 2006 - June 2009
Grant Thornton December 1990 - July 2006
Laventhol & Horwath June 1976 - December 1990
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Due Diligence, GAAP, SEC filings, Tax, Financial Institutions, General Ledger, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Internal Audit, CPA, Finance, Corporate Tax, Financial Accounting
Education
DePaul University 1973 — 1975
Accounting
University of Illinois at Chicago 1965 — 1969
BS, Finance
Ron Watanabe & Associates, Inc. March 1995 - Present
Chaney Brooks & Co. 2003 - 2007
Hotel Partners 1995 - 1999
Pannell Kerr Forster 1984 - 1988
Amfac Inc. 1975 - 1980
Laventhol & Horwath 1969 - 1975
Skills
Asset Management, Expert Witness, Litigation Support, Resorts, Hotels, Market Research, Real Property Tax..., Hospitality, Due Diligence, Real Estate, Hospitality Industry, Hotel Management, Sellers, Asset Managment, Hospitality Management, Real Estate Development, Restaurants, Management, Disposition, Contract Negotiation, Leadership, Business Planning, Location Intelligence, Management Consulting, Luxury, Market Analysis, Real Estate Economics, Revenue Analysis, Yield Management
Education
Cornell University 1967 — 1969
Bachelor of Science, Hotel Administration
University of Hawaii at Manoa 1958 — 1963
B.Ed., Secondary Education
Niles Public Library August 2013 - Present
Self Employed Financial Consultant November 2008 - Present
Fenwick High School May 2010 - May 2011
Hopkins Asset Advisors April 2008 - October 2008
Ennis, Knupp & Associates January 2001 - February 2008
Amdocs January 1998 - October 2000
Acme Metals December 1989 - January 1998
Laventhol & Horwath February 1985 - December 1989
Skills
Accounting, Strategic Planning, Risk Management, Strategy, Finance, Management, Negotiation, IT Management, Governance, Outsourcing, Due Diligence, Integration, Leadership, Business Process, Financial Analysis, Management Consulting, Managerial Finance, Executive Management, Mergers & Acquisitions, Financial Reporting, Process Improvement, Budgets, Forecasting, Financial Modeling, Investments, Business Strategy, Analysis, Auditing, Start-ups, Portfolio Management, Financial Services, Telecommunications, Corporate Finance, Strategic Financial..., Private Equity, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
DePaul University 1978 — 1980
BSC, Accounting and Finance
University of Illinois at Urbana-Champaign
New York University September 2014 - Present
Lodging Advisors April 2004 - Present
PricewaterhouseCoopers 1998 - 2004
Hotel Partners 1995 - 1998
Landauer Associates 1988 - 1994
Laventhol & Horwath 1986 - 1987
HVS 1983 - 1985
Marriott International 1982 - 1982
Walt Disney World 1978 - 1978
Skills
Hospitality, Hotels, Due Diligence, Hospitality Management, Hospitality Industry, Restaurants, Revenue Analysis, Appraisals, Real Estate Economics, Valuation, Training, Asset Management, Real Estate Development, Food & Beverage, Luxury, Catering, Investments, Resorts, Real Estate, Tourism, Feasibility Studies, Hotel Management, Management, Strategic Planning, Front Office, Pre-opening, Yield Management, Event Planning, Budgets, Hospitality Consulting, Hotel Booking, Leisure, Restaurant Management, Banquets, Menu Development, Fine Dining
Education
Cornell University 1980 — 1983
Bachelor of Science (B.S.), Hotel Administration
Johnson & Wales University 1977 — 1979
A.S., Culinary Arts
YES Energy Management May 2012 - Present
Yardi Systems June 2002 - Present
Yardi Systems June 2002 - May 2012
Deloitte & Touche January 1998 - September 2001
KPMG Peat Marwick 1997 - 1998
Quantra Corporation 1993 - 1997
The SOFTA Group (Melson Technologies) 1993 - 1997
Laventhol & Horwath January 1987 - December 1990
Skills
Software Implementation, Enterprise Software, Property Management, Professional Services, Business Intelligence, Business Process..., Asset Managment, Real Estate, Software Project..., Project Management, Cloud Computing, Consulting, Business Development, Team Leadership, Leadership, Management, Business Process, Program Management, IT Management, CRM, Software Documentation, Asset Management, Vendor Management
Education
California State University-Fullerton 1978 — 1986
B.A., Business Admin.
Stockbridge Real Estate Fund March 2006 - Present
Competitive Statistics, LLC November 2004 - Present
Smith Analytics, LLC October 2001 - November 2004
Starwood Hotels & Resorts March 2001 - October 2001
UBS Investment Bank July 1994 - March 2001
Coopers & Lybrand January 1991 - July 1994
Laventhol & Horwath July 1985 - November 1990
Skills
Hospitality, Private Equity, Hotels, Financial Analysis, Competitive Analysis, Investments, Lodging, Financial Modeling, Negotiation, Asset Management, Due Diligence, Real Estate Development, Asset Managment, Accounting, Restaurants, Strategic Planning, New Business Development, Valuation, Real Estate, Resorts, Disposition, Real Estate Economics, Mergers & Acquisitions, Finance, Marketing, Hospitality Industry, Casino, Acquisitions, Venture Capital, Analytics, Performance Benchmarking, Performance Measurement, Leisure, Gaming, Equity Research, Underwriting, Investment Banking, Real Estate Investment, Feasibility Studies, Market Analysis, Deal Structuring, Financial Accounting, Forensic Accounting, Competitive Intelligence
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance and Accounting, with Distinction
Cornell University 1980 — 1984
BS, with Distinction, Hotel Administration
Upper Merion High School 1977 — 1980
Heath & Company Hospitality Advisors November 1994 - Present
Arthur Andersen, LLC January 1991 - November 1994
Laventhol & Horwath 1988 - 1990
The Ritz-Carlton Hotel Company LLC May 1984 - February 1988
Hyatt Hotels Corporation January 1980 - January 1983
Skills
Hotels, Hospitality, Food & Beverage, Front Office, Management, Hospitality Industry, Pre-opening, Tourism, Yield Management, Hotel Management, Rooms Division, Hospitality Management, Strategic Planning, Resorts, Leadership, Revenue Analysis, Restaurants
Education
Northeastern University - Graduate School of Business Administration 1986 — 1988
MBA
University of Massachusetts, Amherst 1976 — 1980
BS, Hotel Administration
Cheetah Conservation Fund September 2012 - Present
Everest Management Inc. March 1982 - Present
Heritage Management, Ltd. November 1980 - Present
Strategic Planning Associates August 1987 - January 1989
Fannie Mae May 1981 - June 1987
Laventhol & Horwath June 1980 - January 1981
McKinsey & Company July 1974 - June 1980
U.S. Department of Housing and Urban Development September 1968 - June 1974
Skills
Policy, Nonprofits, Fundraising, Social Media, Entrepreneurship, Start-ups, Media Relations, Public Speaking, Grant Writing, Strategic Partnerships, Public Relations, Community Outreach, Community Development, Blogging, Strategic Planning, Marketing Strategy, Sustainability, Volunteer Management, Grants, Event Management, Editing, Research, Customer Service, Teaching, Microsoft Office, Microsoft Excel
Education
Cornell University 1967 — 1971
Master's Degree, Johnson Graduate School of Management
Yale University 1963 — 1967
Bachelor's Degree, Administrative Sciences
Redwood Living 2013 - 2014
McGladrey LLP 1999 - 2013
Kathryn M. Lyle & Associates 1996 - 1999
Medical Life Insurance Company 1989 - 1996
Laventhol & Horwath 1986 - 1989
Skills
Real Estate, Financial Analysis, Financial Statements, General Ledger, Partnership Taxation, Due Diligence, US GAAP, Account Reconciliation, Bookkeeping, Tax Accounting, Financial Forecasting, Microsoft Excel, Auditing, Income Tax, Assurance, Tax Returns, Variance Analysis, ProSystem fx Tax
Education
Cleveland State University 2003 — 2006
Bachelors, Accounting, 3.78 GPA
Joseph Hawthorne CPA PC January 1998 - Present
Joseph Hawthorne CPA January 1995 - December 1997
Jeffrey McWhorter PC June 1993 - December 1994
Tannebaum Bindler & Company June 1990 - May 1993
Laventhol & Horwath December 1989 - May 1990
Skills
Tax Planning, Tax Returns, Small Business..., QuickBooks Advisor, Business Entity..., LLC, etc), Audit, Payroll and Payroll Tax..., Tax - Late..., Tax Problem Resolution, Budgeting, Tax Compliance, Corporate Tax, Sales Tax, Bookkeeping, IRS, Accountants, Accounting, Tax, Business, Auditing, Financial Audits, Tax Accounting, Account Reconciliation, Partnership Taxation, CPA, Financial Planners, Forensic Accounting, QuickBooks, Budgets, LLC, Tax Preparation, Small Business, Tax Research, Accounts Payable, Nonprofits, Accounts Receivable
Education
Baylor University - Hankamer School of Business 1982 — 1986
Bachelor of Business Administration, Accounting
BeachFleischman PC November 1990 - Present
Laventhol & Horwath February 1985 - November 1990
National Semiconductor November 1984 - February 1985
Price Waterhouse July 1981 - November 1984
Epstein, Howard, Turner & Wershbale December 1978 - July 1981
Skills
Audit, Accounting, Corporate Tax, Financial Reporting, General Ledger, Tax Accounting, Budgets, Accounts Payable, Finance, Auditing, Risk Management, Assurance, Internal Controls, Financial Accounting, Business Planning, Financial Statements, Nonprofits, Income Tax, Tax Returns, Process Improvement, Time Management, CPA, Financial Analysis, Tax Preparation, Tax, GAAP
Education
Cleveland State University 1976 — 1980
BSBA, Accounting
Bernard E. & Alba Witkin Charitable Foundation April 2007 - Present
PKF Consulting February 1992 - April 2007
BDO USA, LLP November 1990 - February 1992
Laventhol & Horwath July 1990 - November 1990
Mandarin Oriental Hotel Group May 1983 - August 1988
Skills
Hotels, Hospitality, Hospitality Industry, Resorts, Revenue Analysis, Hospitality Management, Disposition, Real Estate Economics, Hotel Management, Restaurants, Real Estate Development, Asset Managment, Food & Beverage, Tourism, Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1988 — 1990
MBA, Finance
Cornell University 1980 — 1982
BS, Hotel Administration
City College of San Francisco 1978 — 1980
AS, Hotel and Restaurant Management
Medtronic February 2015 - Present
Covidien December 2011 - January 2015
Covidien Ltd. February 2007 - December 2011
KPMG LLP November 1997 - February 2007
KPMG January 2004 - July 2006
Perini Corporation August 1993 - November 1997
BULL HN INFORMATION SYSTEMS, INC., July 1991 - July 1993
Laventhol & Horwath January 1989 - May 1989
Skills
Tax Accounting, Corporate Tax, FIN 48, Tax, ASC 740, FAS 109, IAS 12, SEC filings, US GAAP, International Tax, Accounting, Sarbanes-Oxley Act, Income Tax, Tax Advisory, Internal Controls, Financial Reporting, Tax Research, Tax Law, Big 4, Sarbanes-Oxley, CPA, GAAP, Tax Preparation, SEC Filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1997
MST, Taxation
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1990
Bachelors of Business Administration, Accounting
M&T Bank June 2009 - August 2009
Provident Bank 1998 - 2009
OnSite Technologies 1996 - 1998
LeaTec 1994 - 1996
CSX Technology 1990 - 1994
Laventhol & Horwath 1988 - 1990
Provident Bank 1983 - 1988
Martin Marietta 1979 - 1982
Skills
Management, Integration, Vendor Management, SDLC, Project Management, Process Improvement, Loans, Business Intelligence, Relationship Management, Risk Management, Program Management, Banking, Visio, Strategy, Analysis, Databases, Commercial Banking, SQL, Financial Analysis
Education
University of Maryland Baltimore County 1980 — 1982
Bachelor of Science, Information Systems
Catonsville Community College 1978 — 1980
AA, Data Processing
WestCorp Management Group May 2008 - Present
Realty Management Inc September 1990 - April 2008
Laventhol & Horwath October 1981 - September 1990
Deloitte July 1977 - October 1981
Skills
Microsoft Office, Due Diligence, Property Management, Real Estate, Inventory Management, Sop, Internal Controls, Asset Managment, Management, Leases, Contract Negotiation, Finance, Acquisitions, Financial Analysis, Managerial Finance, Auditing, Accounting, Investment Properties, Strategic Planning, Budgets, Financial Reporting, Apartments, Property, Business Development, Disposition, Asset Management, Financial Modeling, Real Estate Development, Real Estate Economics
Education
Southern Utah University 1976 — 1977
Bachelor of Arts (BA), Accounting
Dixie State College 1973 — 1976
AA, Business
Dixie High School 1970 — 1972
I graduated, Science and math
PKF Consulting 2004 - Present
Resort Condominiums International 1996 - 2002
Coopers & Lybrand 1992 - 1996
Laventhol & Horwath 1981 - 1990
AIRCOA 1976 - 1978
Skills
Hotels, Resorts, Hotel Management, Hospitality, Hospitality Industry, Hospitality Management, Revenue Analysis, Tourism, Due Diligence, Food, Pre-opening, Real Estate Development, Restaurants, Strategic Planning, Yield Management
Education
Cornell University 1979 — 1981
BS, Hotel Adminstration
Shortridge HS
JLL July 2008 - Present
The Staubach Company April 2003 - July 2008
Digitas, LLC June 2000 - March 2003
Fleet Financial Group, Inc. January 1998 - June 2000
Fleet Financial Group, Inc. March 1993 - December 1997
The Bank of New England 1990 - 1993
Unihab, Inc.. July 1987 - March 1990
Laventhol & Horwath June 1984 - October 1987
Philadelphia National Bank June 1981 - June 1984
Skills
Valuation, Financial Analysis, Business Development, Commercial Real Estate, Financial Modeling, Investments, Portfolio Management, Real Estate Development, New Business Development, Negotiation, Property Management, Private Equity, Project Management, Business Strategy, Budgets, Corporate Real Estate, Due Diligence, Real Estate, Risk Management, Dispositions
Education
University of Pennsylvania - The Wharton School 1981 — 1984
Accounting, Finance
Brown University 1979 — 1981
A.B., Political Science-Strategic Studies
Union College 1976 — 1978
None, Political Science, Economics
Abby Diamond, CMA February 2002 - Present
Pioneer Business Systems, Inc. 2000 - 2002
Robbie Fuels / OilDelivery.com 1999 - 2000
"Dunkin Donuts" Allied domecq Retailing USA 1990 - 1999
Laventhol & Horwath 1988 - 1990
Skills
QuickBooks, Budgets, Accounting, Accounts Payable, Accounts Receivable, Financial Accounting, Customer Service, Small Business, Auditing, Nonprofits, Finance, Time Management, Payroll, Financial Statements, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 1986 — 1988
MA & MBA, Accounting, Business Management
University of Miami
BS, Business Management
Barclays Bank September 2015 - Present
FBI March 1990 - August 2015
Federal Bureau of Investigation (FBI) October 2008 - March 2011
Federal Bureau of Investigation (FBI) September 1998 - October 2008
Federal Bureau of Investigation (FBI) March 1990 - September 1998
Laventhol & Horwath September 1986 - March 1990
New Orleans Police Department 1982 - 1986
Tulane EMS 1981 - 1986
Charity Hospital New Orleans 1981 - 1982
Skills
Crisis Management, Crisis Communications, Public Relations, Public Speaking, Media Relations, Media Planning, Press Releases, Press Conferences, Program Management, Strategic Communications, Communications Strategy, Communications Planning, Criminal Investigations, Law Enforcement, Counterterrorism, Firearms, Police, Homeland Security, Criminal Justice, Policy, Emergency Management, Evidence, Public Affairs
Education
Capella University 2004 — 2008
Ph.D., Organization & Management
Tulane University - A.B. Freeman School of Business 1984 — 1986
M.B.A., Finance & Marketing
Tulane University 1980 — 1984
B.A., Sociology
The Estée Lauder Companies Inc. 2013 - Present
Cablevision 2009 - 2013
CMP Media (now UBM) 1987 - 1999
Laventhol & Horwath 1984 - 1987
Skills
Accounting, Mergers, Strategic Planning, Budgets, Management, Forecasting, Auditing, Financial Modeling, Finance, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Strategic Financial..., Team Building, Analysis, Negotiation, Training, Executive Management, Leadership, Project Management, Financial Reporting, Business Planning, Start-ups, Strategy, Strategic Partnerships, Cross-functional Team..., Competitive Analysis, Business Development, Process Improvement, Financial Planning
Education
Harvard Business School 2012 — 2012
Executive Education
Adelphi University
BBA, Accounting - Summa Cum Laude
Marianne M. Rexer, Ph.D., CPA 2002 - Present
Wilkes University August 1990 - Present
Johnson & Wales University August 1989 - July 1990
Laventhol & Horwath May 1985 - August 1989
Skills
Higher Education, University Teaching, Accounting, Auditing, Technical Writing, Research Design, Curriculum Development, Quantitative Research, Team Building, E-Learning, Student Development, Microsoft Excel, Microsoft Office, Data Analysis, Instructional Technology, Instructional Design, Distance Learning, Teaching, Staff Development, Nonprofits, Public Speaking, Educational Technology, Student Affairs, Curriculum Design, Academic Advising
Education
Drexel University - College of Business and Administration 1992 — 1997
Ph.D., Accounting
Bryant College 1986 — 1989
MST, Taxes
Wilkes University 1981 — 1985
BS, Accounting
Felicia J. Murciano, P.A. June 2000 - Present
Asher & Company, Ltd. January 1996 - June 1998
Home Intensive Care Inc. August 1990 - January 1993
Laventhol & Horwath June 1986 - August 1990
Skills
Bookkeeping, Corporate Financial..., Financial Audits, Financial Statements, Incorporation Services, IRS Representation, Reviews and Compilations, Tax Preparation -..., Condominium and..., Construction, Healthcare, Strategic Financial..., IRS, Bankruptcy, Due Diligence, Auditing, Forensic Accounting, Small Business, Litigation Support, CPA, Corporate Tax, Tax Accounting, Partnership Taxation, Tax Advisory, Tax Returns, Accountants, Accounting, Management, Strategic Planning
Education
University of Florida 1982 — 1986
Bachelor's degree, Accounting
Barry University 1986 — 1989
Master's degree, Professional Accountancy
LVG Accounting Solutions 2012 - Present
Phoenix Controls (a Honeywell business) 1999 - 2011
Health Resources & Technology 1997 - 1999
Boston Retail Products 1992 - 1996
Schneider, Schneider & Associates PC 1992 - 1992
Copley Real Estate Advisors 1990 - 1992
Laventhol & Horwath 1987 - 1990
Skills
SAP, ManMan, Hyperion, Upstream, Diver, Microsoft Excel, Financial Reporting, Month End Close, Financial Analysis, QuickBooks, Hyperion Enterprise, Operations Management, Internal Audit, Management, Tax, CPA, General Ledger, Auditing, Sarbanes-Oxley Act, Finance, GAAP, Consolidation, Great Plains Software, Financial Statements, Revenue Recognition, Budgets, Cash Flow, Accounting, Entrepreneurship, Cash Management, Fixed Assets, Treasury, Payroll, Financial Forecasting, Internal Controls, Cash Flow Forecasting, Financial Accounting, Accounts Receivable, US GAAP, Process Improvement, Corporate Tax, Cost Accounting, Financial Audits, Variance Analysis, Strategic Financial..., Financial Modeling, Forecasting, Accounts Payable, Business Planning, Capital Budgeting
Education
Bentley University 1984 — 1987
Bachelor of Science, Accounting
Billerica Memorial High School
Davis, Malm & D'Agostine, P.C. May 2012 - December 2014
DLA Piper June 2011 - April 2012
CVSHealth October 1999 - November 2010
Gilmore, Rees & Carlson, P.C. April 1996 - October 1999
Brian Gaudet, Attorney at Law December 1993 - April 1996
Ernst & Young December 1990 - January 1994
Laventhol & Horwath January 1987 - November 1990
United States Department of the Treasury, Bureau of Alcohol, Tobacco and Firearms October 1984 - December 1986
Skills
Mergers, Tax, Corporate Governance, Corporate Law, Due Diligence, Tax Law, Litigation, Corporate Tax, Private Equity, Restructuring, International Tax, Transfer Pricing, Cross-border..., Tax Advisory, Commercial Litigation, Licensing, Bankruptcy, Mergers & Acquisitions, Legal Writing, Sarbanes-Oxley Act, Succession Planning, Income Tax, Trusts, Intellectual Property, Estate Planning, State Tax, Acquisitions, Financial Planners, SEC filings, CPA, Civil Litigation, Arbitration, Employment Law, Securities, International Law, Finance, Legal Research, Financial Services, Legal Assistance, Corporate Finance, Management, Tax Research, LLC, Real Estate, Mediation, Tax Accounting, Appeals, Estate Tax Planning, US Tax, Legal Issues
Education
Boston University School of Law 1987 — 1990
LL.M.
Suffolk University Law School
J.D.
University of Massachusetts, Amherst
B.A.
McGladrey, LLP November 1990 - Present
Laventhol & Horwath 1981 - 1990
Skills
CPA, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
Masters of Science, Taxation
Marquette University 1977 — 1981
BS, Accounting
OLW
St Viator High School
Richard P. Conboy, Jr. CPA, P.C. May 2001 - Present
Town of Wakefield, Massachusetts June 1994 - May 2001
Massachusetts State Senate -Joint Committee on Taxation April 1989 - June 1994
Laventhol & Horwath May 1985 - September 1987
Coopers & Lybrand 1980 - 1985
Skills
Tax, Corporate Tax, Financial Analysis, Real Estate, GAAP, Insurance, General Ledger, Banking, Accounting, Tax Preparation, Estate Planning, Financial Planners, Government, Estate Tax Planning, High Net Worth..., QuickBooks, LLC, Income Tax, CPA, Financial Reporting, Tax Research
Education
Bentley University 1978 — 2000
BS, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1988
MS, Taxation
Boston University 1974 — 1977
BS, Journalism
Boston College High School 1970 — 1973
OLHS
Canyon Partners LLC June 2011 - Present
HREC Investment Advisors January 2007 - June 2011
Cohen Financial January 2004 - January 2007
Promus Hotel Corporation January 1998 - January 2000
AZTEC GROUP, INC June 1989 - January 1995
Laventhol & Horwath August 1983 - May 1989
Skills
Commercial Real Estate, Hospitality Industry, Structured Finance, Private Equity
Education
Cornell University 1979 — 1983
BS, School of Hotel Administration
Convergence Wealth Advisors, LLC December 2014 - Present
LGC&D Wealth Management, LLC July 2003 - December 2014
LGC&D LLP November 1990 - December 2014
Laventhol & Horwath November 1986 - November 1990
Laventhol & Horwath March 1974 - November 1986
Christiansen & Co. November 1972 - December 1973
Skills
CPA, Income Tax, Tax, Accounting, Strategic Financial..., Tax Preparation, Corporate Tax, Financial Analysis, Financial Reporting, GAAP, Mergers & Acquisitions, Auditing, Tax Returns, Financial Planning, Investments
Education
Bentley University 1976 — 1978
MST, Taxation
University of Rhode Island - College of Business Administration 1969 — 1972
BS, Accounting
Brook Furniture Rental September 2008 - Present
Brook Furniture Rental September 2004 - August 2008
Archibald Candy Corporation June 2001 - August 2004
Dantis USA, Inc. April 2000 - June 2001
General Binding Corporation June 1999 - April 2000
Favorite Brands August 1998 - May 1999
IMC Global 1990 - 1998
Laventhol & Horwath 1988 - 1990
Picker & Associates 1988 - 1989
Skills
Credit, Business Development, Financial Analysis, Sales Management, Salesforce.com, Sales Growth, Accounting, Management, Compensation Structures, Financial Modeling, Planning Budgeting &..., Team Building, Sales Process, Contract Negotiation, Full P&L Responsibility, Account Management, Forecasting, Budgets, Business Planning, Strategic Planning, Leadership, Management Skills, B2B, Sales, Strategy, Accounts Payable, Marketing, Analysis, Start-ups, Retail, Finance, Strategic Financial..., Process Improvement, New Business Development, P, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1996
MBA, Entrepreneurship
DePaul University 1984 — 1989
Undergraduate, Accounting
East Leyden 1980 — 1984
Diploma, General
Vanderbilt University Medical Center September 2006 - Present
Vaco Technology October 2004 - August 2006
M-CARE 1996 - 2003
Spectravision August 1989 - June 1994
Laventhol & Horwath 1989 - 1989
Holiday Corporation 1984 - 1987
Holiday Inns 1981 - 1984
Skills
Process Improvement, Strategic Planning, Project Management, Business Intelligence, Data Analysis, Access, Change Management, Business Objects, Healthcare, SQL, Project Planning, Business Analysis, Public Speaking, Databases, Customer Service, Microsoft Excel, Analysis, Data Mining, Software Documentation, Team Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
Cornell University 1977 — 1981
BS
Ben Franklin High School 1974 — 1977
HVS 1981 - Present
HVS International 1981 - Present
Morgan Guarantee Trust January 1980 - July 1981
Laventhol & Horwath September 1980 - December 1980
Helmsley Spear Hospitality Services January 1978 - September 1980
The Plaza Hotel NYC 1976 - 1978
Harley Little Associates January 1976 - December 1976
Skills
Hotels, Project Management, Market Planning, Hospitality, Public Speaking, Casino, Revenue Forecasting, Hospitality Industry, Leisure, Tourism, Valuation, Restaurant Management, Hospitality Consulting, Property Management..., Hotel Asset Management, Feasibility Studies, Resorts, Hotel Management, Negotiation, Hospitality Management, Menu Development, Banquets, Pre-opening, Lodging, Restaurants, Yield Management, Real Estate, Rooms Division, Real Estate Development, Opening Hotels, Event Management, Micros, Disposition, Catering, Food & Beverage, Revenue Analysis, Asset Management, Hotel Booking, Real Estate Economics, Mentoring, Budgets, Strategic Planning, Cost Control, Front Office, Luxury, Boutique Hotels, Forecasting, Hospitality Finance, Hotel Administration, Real Estate Private...
Education
Cornell University 1973 — 1976
B.S., Hotel Administration
Green Hasson Janks 2011 - Present
Sills & Gentille, A Division of Green Hasson & Janks 2007 - 2010
Sills & Gentille 2006 - 2007
Sills & Adelmann 1990 - 2006
Laventhol & Horwath 1977 - 1990
Skills
Participation Audits, Contract Negotiation, Audit Settlements, Film Audits, Television Audits, Expert Witness, Expert Testimony, Entertainment Litigation, Entertainment Accounting, Forensic Accounting, Accounting, Auditing, Entertainment Law, GAAP, Tax, SEC filings, Tax Returns, Corporate Tax, Due Diligence, Finance, CPA, Income Tax, Film, Television, Mergers & Acquisitions, Financial Reporting
Education
Southwestern Law School 1984 — 1988
JD, Law
California State University-Northridge 1975 — 1977
BS, Accounting
University High School 1962 — 1965
RGL Forensics January 1992 - Present
Miranda Strabala & Associates 1991 - 1991
Laventhol & Horwath January 1988 - November 1990
Skills
Expert Witness, Forensic Accounting, Insurance, Dispute Resolution, Subrogation, Business Interruption, Certified Fraud Examiner, CPA, Business Valuation, Fraud, Internal Controls, Litigation Support, Accounting, Auditing, GAAP, Financial Reporting, Tax, Financial Accounting, Financial Analysis, Trials, Mergers & Acquisitions, Internal Audit, Management Consulting, Due Diligence
Education
Regis University 1997 — 2000
MBA, Business
California State University-Fullerton 1983 — 1987
BA, Business Administration - Accounting
Robust Alternatives January 1993 - Present
Robust Alternatives Energy, LLC May 2012 - Present
Franklin Food Pantry, Inc. June 2012 - Present
Ardent Concepts, Inc. June 2003 - Present
Franklin Finance Committee July 2002 - June 2013
BNI 2003 - 2010
Ardent Concepts July 2003 - December 2006
Clix Products, Inc. January 1994 - September 2000
TRA-CON, Inc. January 1989 - June 1993
Laventhol & Horwath January 1985 - January 1989
Skills
Small Business, Entrepreneurship, Tax, Business Strategy, Accounting, Internal Controls, Strategic Planning, Due Diligence, Business Development, Start-ups, Finance, Investments, Management, Strategic Partnerships, Financial Analysis, Negotiation, Real Estate, Business, Analysis, New Business Development, Mergers & Acquisitions, CPA, Private Equity, Budgets, Consulting, Strategic Financial..., Executive Management, Project Planning, Business Valuation, Business Planning, Strategy, Tax Preparation, Management Consulting, Manufacturing, Forecasting, Leadership, Financial Reporting, Managerial Finance, Cash Management, Corporate Tax
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
Master of Business Administration, Entreprenurship
Isenberg School of Management, UMass Amherst 1980 — 1984
Bachelor of Business Administration, Accounting
Foxboro High
PKF Consulting 2005 - Present
Horwath Hospitality Consulting 1992 - 2004
Laventhol & Horwath 1969 - 1991
Laventhol & Howath 1969 - 1991
Skills
Revenue Analysis, Hospitality, Resorts, Hospitality Management, Disposition, Hospitality Industry, Hotels, Real Estate, Hotel Management, Feasibility Studies, Asset Management, Yield Management, Real Estate Economics, Valuation, Due Diligence, Pre-opening, Real Estate Development, Real Estate Transactions, Tourism, Restaurants, Location Intelligence, Property Management, Catering, Meeting Planning, Budgets, Appraisals, Food & Beverage, Leisure, Lodging, Hotel Asset Management, Hospitality Consulting, Contract Negotiation, Front Office, Revenue Forecasting, Banquets, Forecasting, Brokerage, Golf, Dispositions
Education
Cornell University 1964 — 1968
BS, Hotel Administration
Lower Merion Senior High School 1961 — 1964
Narberth Public School
ICF International September 2015 - Present
Serco September 2010 - August 2015
InfoZen June 2009 - September 2010
Imadgen LLC January 2007 - June 2009
Maximus September 1998 - November 2006
Phoenix Planning and Evaluation November 1990 - August 1998
Laventhol & Horwath 1986 - November 1990
Main Hurdman 1977 - 1986
Skills
Program Management
Education
American University - Kogod School of Business 1973 — 1977
DJ Delights 2014 - Present
Modern Medical Systems at HUP August 2011 - Present
GMH Mortgage Services, LLC 2010 - January 2011
2009 HRP March 2006 - April 2009
2005 - 2006 AIM Document Management January 2005 - March 2006
2004 - 2005 American Laminate & Cabinet January 2004 - January 2005
2004 Brendenwood Retirement Community April 2002 - January 2004
Penn Panel & Box Co January 1990 - January 2002
Laventhol & Horwath January 1987 - January 1990
Skills
Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Reconciliation, Balance, Microsoft Office, Excel, Word, Budgeting, Customer Service, Outlook, PowerPoint, Administration, Auditing, Credit, Customer Relations, Quickbooks, Problem Solving, Data Entry, Payroll, Financial Reporting, Hiring, Billing, Purchasing, Financial Analysis, Supervisory Skills, Invoicing, General Ledger, Office Management, Administrative Support, Payments, Statements, Account Reconciliation, Inventory Management, Payroll Processing, Peachtree, Expenses, Spreadsheets, Journal Entries, Cash Flow, Accruals, GAAP, Fixed Assets, Documentation, Financial Accounting, Reconciliations, Reconciling, Compliance, Financial Management
Education
Villanova University 2015 — 2017
Master's degree, Executive Masters Busines Administration
Rosemont College 2009 — 2010
BS, Accounting, 3.97
Delaware County Community College 2007 — 2009
AAS, Accounting, 3.95
Delaware County Community College
Associates, Finance/Accounting; Accounting
South Philadelphia High School
Serene House USA April 2015 - Present
From Junk 2 Funk February 2008 - Present
Rosenbluth International December 1993 - January 1996
Naxos of America May 1992 - December 1993
Teleflix / Hollywood Online November 1990 - April 1992
Four Seasons Hotels and Resorts March 1990 - November 1990
Laventhol & Horwath June 1989 - February 1990
Waldorf Astoria New York January 1988 - January 1988
Four Seasons Hotels and Resorts January 1987 - July 1987
Skills
Advertising, Public Relations, Management, Sales, Facebook, Start-ups, Marketing, Strategy, New Business Development, Retail, Product Marketing, Social Media, Customer Service, Entrepreneurship, Budgets, Fundraising, Event Planning, Account Management, Strategic Planning, Interior Design, Microsoft Office, Trade Shows, Wholesale
Education
Cornell University 1986 — 1989
BS, Major: Hotel Administration Minor: Design & Development
Rutgers University 1994 — 1997
MBA, Marketing
Moore College of Art and Design 2003 — 2005
Post Baccalaureate Studies, Interior Design
Consultant & Business Strategist 2002 - Present
Sunset Surgical Suites & ResultsMD November 2014 - July 2015
BodyLogicMD 2013 - 2014
Physicians Lab 2013 - 2014
Goodman & Dominguez (dba) National Retail Chain 2001 - 2014
Bright Products, Inc. 2001 - 2013
Edutainment World, Inc. January 1993 - December 2001
Michael Evan 1989 - 1992
Consolidated Florida Properties 1987 - December 1990
Laventhol & Horwath 1987 - 1989
Skills
Start-ups, Product Development, Accounting, Supply Chain Management, Logistics, Merchandising, P&L Management, Retail, Negotiation, Management Consulting, Strategic Planning, Project Management, Training, Contract Negotiation, Business Development, Operational Efficiency, Entrepreneurship, Manufacturing, Inventory Management, Sales, Purchasing, GAAP Standards, Internal Controls, QuickBooks, Superior Computer Skills, Inventory Control, Financial Analysis, Microsoft Excel, Distribution Logistics, Marketing, Accounts Receivable, Cash Management, Cash Flow Forecasting, Accounting Software, Financial Reporting, Productivity Software, Financial Accounting, Commercial Real Estate, Sourcing, Accounting Applications
Education
University of Miami
Bachelor's degree, Accounting
Barry University
MBA - Accounting / Master of Professional Accounting, Accounting and Business/Management
Aware, Inc. January 2008 - Present
Fenway Consulting Group July 2006 - November 2007
Crossbeam Systems, Inc. October 2003 - June 2006
Aware, Inc. June 1996 - October 2003
Lotus Development Corporation December 1990 - June 1996
Foster Medical Supply, Inc. February 1985 - December 1990
Software Arts Products Corp. February 1982 - February 1985
Polaroid Corporation October 1980 - February 1982
Laventhol & Horwath July 1977 - October 1980
Education
Bentley University 1981 — 1987
Master of Business Administration (M.B.A.), Finance
University of Massachusetts, Amherst 1973 — 1977
Bachelor’s Degree, Accounting
Roman & Sunstone (TSI Accessory Group, a division of TSI Holdings) July 2011 - Present
Roman & Sunstone 2006 - 2011
Roman Company January 2000 - May 2006
Edison Brothers Stores, Inc May 1993 - December 1999
Edison Brothers Stores, Inc. April 1990 - May 1993
Laventhol & Horwath December 1987 - April 1990
Skills
Inventory Management, Forecasting, Merchandising, Operations Management, Purchasing, Budgets, Product Development, Team Building, New Business Development, Negotiation, Strategic Planning, Process Improvement, Income Statement, Supply Chain Management, Social compliance, Material Testing, Pricing, P&L, Supply Chain, Sales, Retail, Management, Global Sourcing, Project Management
Education
University of Missouri-Saint Louis 1985 — 1987
BSBA, Accounting, Magna Cum Laude
Culver Stockton College 1983 — 1985
Accounting and Business/Management
Johnson Consulting Services 1987 - Present
Laventhol & Horwath 1984 - 1988
Batten Batten Hudson & Swab 1983 - 1984
Small Business Development Center 1982 - 1984
Skills
Entrepreneurship, Management Consulting, Leadership, Public Speaking, Market Research, Strategy, Business Strategy, Management, Strategic Planning, Professional Services, Business Intelligence, Executive Management, Consulting, Start-ups, Small Business, Business Planning, Turn Around Management, Business Development, Market Planning, Nonprofits, Strategic Consulting, Strategic Thinking, Analysis, Mergers & Acquisitions, Marketing, International Business, Decision Making, Competitive Analysis, Lead Generation, New Business Development, Healthcare, Marketing Strategy, Leadership Development, Project Planning, Change Management, Market Analysis, Marketing Communications, Strategic Partnerships, Interviews, Time Management, Non-profits, Analytics, Sales Management, Team Building, Finance, Executive Coaching, Cross-functional Team..., CRM, Mentoring, Awesomeness
Education
Drake University 1982 — 1983
MBA, Business Administration
Drake University 1978 — 1982
B.S.B.A., double major in Marketing & Management
Hudson Senior High 1975 — 1978
Health Design Plus, Inc 2002 - Present
Cuyahoga Physician Network 1997 - 2002
Mt. Sinai Medical Center 1987 - 1997
Laventhol & Horwath 1986 - 1987
Skills
Marketing Strategy, Microsoft Office, Strategic Planning, Business Analysis, Health Insurance, Insurance, Account Management, Data Analysis, Product Development, Process Improvement, Small Business, Microsoft Excel, Hospitals, Healthcare, Team Building, Employee Benefits, Budgets, Medicare, Training
Education
Cleveland State University
Bachelor's Degree, Accounting and Business/Management
Praxis Consulting Group, Inc. January 2015 - Present
Liberty Business Strategies, Ltd. January 1988 - December 2014
Laventhol & Horwath January 1981 - January 1988
Hahnemann Hospital and College January 1978 - January 1981
Skills
Office Management, Bookkeeping, Invoicing, Payroll, Accounts Payable, Accounts Receivable, QuickBooks, Travel Arrangements, Appointment Scheduling, Customer Support, Client Billing, Zoho, Microsoft Word, Microsoft Excel, PowerPoint, SurveyMonkey
Education
Community College of Philadelphia
Kahn, Litwin, Renza & Co., Ltd. 2009 - Present
Sullivan Shuman & Freedberg January 2003 - December 2008
Freedberg, Derba & Tardiff January 1996 - December 2002
Freedberg & Garlick December 1985 - December 1996
Laventhol & Horwath October 1974 - November 1985
Education
D'Amore-McKim School of Business at Northeastern University 1973 — 1974
MS, Accounting
Georgia Institute of Technology 1969 — 1973
BS, Management
La Piana Consulting January 2013 - Present
R.O.I. Impact Consulting July 2008 - Present
Executive Service Corps of the Charlotte Region 2004 - 2008
United Way of Central Carolinas 1996 - 2001
Urban Institute, Cleveland State University 1991 - 1995
Laventhol & Horwath 1988 - 1990
West Baltimore and Constant Care Community Health Centers 1987 - 1988
Medicus/Mediflex 1981 - 1987
Skills
Organizational..., Program Evaluation, Organizational Analysis, Project Managent, Large Group Facilitation, Retreat Facilitation, Strategic Planning, ROI development, Strategic Evaluation, Outcomes, Training & Development, Social Innovation, Process Improvement, Business Strategy, Project Management, Patient Outcomes, Change Management, Workshop Facilitation, Organizational Needs..., Community Outreach, Strategy, Employee Training, Nonprofits, Performance Management, Leadership Development, Organizational..., Volunteer Management, Project Planning, Program Management, Fundraising, Training, Management Consulting, Leadership, Coaching, Grant Writing, Staff Development, Program Development, Executive Coaching, Analysis, Mergers & Acquisitions
Education
McColl School of Business, Queens University of Charlotte 2014 — 2014
Executive Coaching Certificate
McColl School of Business, Queens University of Charlotte 2009 — 2011
Master of Science in Organization Development, Organization Development
University of Michigan 1977 — 1979
Masters, Health Services Administration
Drake University 1974 — 1977
B.A., Biology, Pre-Med
Wellesley College 1974 — 1975
Biology
HHIA April 2010 - Present
TMG HOSPITALITY SERVICES January 1993 - Present
Horwath Horizon, LLC February 1996 - April 2010
Horwth Landauer 1997 - 2001
Arthur Andersen January 1990 - January 1993
LAVENTHOL & HORWATH January 1986 - January 1990
Westin Hotels & Resorts January 1980 - January 1986
Skills
Asset Management, Real Estate, Feasibility Studies, Valuation, Financial Analysis, Strategic Planning, Capital Markets, Hotels, Hospitality, Dispositions, Real Estate Finance, Real Estate Development, Real Estate Investment, Real Estate Financing, Due Diligence, Property Management, Real Estate Transactions, Financial Modeling, Private Equity, Site Selection, Contract Negotiations, Disposition, Real Estate Economics, Investments, Asset Managment, Contract Negotiation, Resorts, Mergers & Acquisitions, Location Intelligence, Management, Market Analysis, Food & Beverage, Hospitality Industry, Tourism, Front Office, Management Consulting, Marketing, Restaurants
Education
London School of Economics and Political Science
Macro & Micro Economic Studies
Cornell University 1979 — 1982
BS, School of Hotel Administration
Business Administration - University of Colorado at Boulder 1975 — 1979
Business Administration
Pat King Accounting 2003 - Present
Walter Cobb, CPA September 2002 - January 2004
MAGIC International 1997 - 2000
John Brincko Associates September 1986 - September 1997
Brincko Associates 1987 - 1994
Laventhol & Horwath 1973 - 1976
Skills
QuickBooks, Tax, Business Planning, Budgets, Income Tax, Estate Tax Planning, Accounts Payable, General Ledger, Accounts Receivable, Account Reconciliation, Financial Statements
Education
California State University-Los Angeles 1972 — 1974
Masters, American Studies
Murray State University 1960 — 1963
BS, Business/Journalism
Trezevant
CDC Gaming Reports April 2006 - Present
Arts America 2007 - 2011
Realty One 1992 - 1995
Comptrol Incorporated January 1980 - 1992
ATO (aka Figgie International) May 1978 - May 1979
Laventhol & Horwath August 1977 - May 1978
Skills
Market Research, Breaking News, Industry Analysis, Gambling, Gaming Industry, Casino, Online Gaming, Marketing Strategy, Database Marketing, Direct Marketing, Strategic Planning, Budgets, Online Advertising, Hospitality, Email Marketing, Online Gambling, Gaming, Poker, VIP, Management, Competitive Analysis, Sales, Market Planning, Casino Gaming, Affiliate Marketing, Advertising, Team Building, Social Media Marketing, Bingo, Entrepreneurship, Tribal Gaming, E-commerce, Event Management, Marketing, Blackjack, Loyalty Marketing, Resorts, Analysis, Roulette, Gaming Law, B2B, Loyalty Programs, Hotels, Indian Gaming, Online Marketing, Marketing Management, Mobile Marketing, Affiliate Management, Start-ups, Product Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1979
MBA
Babson College 1973 — 1977
BS
Brecksville Schools 1969 — 1973
Diploma
Citrin Cooperman & Company, LLP November 2007 - Present
Kaufmann Gallucci & Grumer LLP January 2003 - November 2007
David H Grumer CPA December 1990 - December 2002
Spicer & Oppenheim September 1987 - November 1990
Laventhol & Horwath September 1978 - September 1987
Skills
Financial Services, Partnerships, Investment Advisory..., Accounting, Auditing, Due Diligence, Private Equity, Financial Reporting, Business Valuation, Mergers, Internal Controls, Valuation, Internal Audit, Strategic Financial..., GAAP, Corporate Finance, General Ledger, Mergers & Acquisitions, Managerial Finance, SEC filings, Partnership Taxation, Finance, CPA, Financial Accounting, US GAAP, Restructuring, Income Tax, Financial Analysis, Corporate Tax, Financial Statements, Financial Modeling, Sarbanes-Oxley Act, Financial Risk, International Tax, Tax Returns, Corporate Governance, RIAs, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
BBA, Public Accounting
Brooklyn Tech 1966 — 1970
Deloitte Consulting LLP April 1998 - Present
Quantra Corporation February 1995 - March 1998
Price Waterhouse February 1991 - January 1995
Laventhol & Horwath June 1977 - January 1991
Skills
Management Consulting, Business Process..., Business Transformation, Acquisition Integration, Organizational Design, Due Diligence, IT Strategy, Business Process..., Mergers & Acquisitions, Strategy, Financial Modeling, Business Process, Business Process Design, Program Management, PMO, Business Strategy, Change Management, Business Analysis, Governance, Business Intelligence, ERP, Finance Transformation, Outsourcing, Consulting, Process Improvement, Executive Management, Analytics, Operating Models, Strategic Consulting
Education
Cornell University 1973 — 1977
Bachelor's of Science
WeiserMazars LLP March 2005 - Present
PricewaterhouseCoopers September 2002 - March 2005
Andersen LLP December 1990 - August 2002
Laventhol & Horwath 1984 - 1990
Skills
Auditing, SEC reporting, Compliance, Risk Management, Accounting, SEC filings, GAAP
Education
Boston University - School of Management 1978 — 1982
Bachelor of Science, Accounting
Great Neck North-John L Miller High School 1975 — 1978
AvMed Health Plans July 2009 - Present
Universal American May 2008 - June 2009
Blue Care Network December 2000 - May 2008
Care Choices/Trinity Health Plans March 1990 - December 2000
Price Waterhouse 1987 - 1990
Laventhol & Horwath 1983 - 1987
Skills
Health Insurance, Process Improvement, Healthcare, Managed Care, Healthcare Management, Insurance, Employee Benefits, Medicare, HIPAA, Medicaid, Revenue Cycle, Accounting, Budgets, Financial Analysis, Auditing, Forecasting, Financial Reporting, Analysis, Finance, Peer Mentoring, HMO, Strategic Financial...
Education
Walsh College 1998 — 2001
MS, Management
The University of Kansas 1981 — 1983
BS, Accounting
Alma College 1979 — 1980
Business & Accounting
Alma College 1979 — 1980
Franciscan Alliance, Inc. 2013 - Present
Presence Health Care (Merger of Resurrection Health Care and Provena Health Care) September 2010 - May 2013
St. Joseph Health System October 2007 - August 2010
Daughters of Charity Health System July 2002 - September 2007
CHW 1998 - 2002
Mission Hospital 1995 - 1998
BDO Seidman, LLP 1990 - 1995
Laventhol & Horwath 1979 - 1990
Skills
Medical Group Management, Revenue Cycle, Healthcare, Healthcare Management, Hospitals, Financial Analysis, Managed Care, Managerial Finance, Accounting, Process Improvement, Strategic Planning, Budgets, Mergers, Healthcare Information..., Finance, Policy, Executive Management, Revenue Cycle Management, Management, Healthcare Industry, HIPAA, Healthcare Consulting, Physicians, Physician Relations, Insurance, EHR, EMR, Medicare, Medicaid, Practice Management, Performance Improvement, Home Care, Strategy, Informatics, Medical Billing, Meditech, Quality Improvement, Provider Relations
Education
California State University-Fullerton 1977 — 1979
Bachelor of Arts-Business Administration, Accounting
UCLA 1975 — 1977
Undergraduate
FUHS 1971 — 1975
Bader Martin, P.S. 1990 - Present
Laventhol & Horwath 1978 - 1990
Skills
Tax, High Net Worth..., Accounting, Personal Tax Planning, Family Business, GAAP, Income Tax, Financial Reporting, Financial Accounting, Tax Preparation, Business Tax Planning, Mergers, Estate Planning, Corporate Tax, CPA, Financial Planners, Trusts, Tax Research, Partnership Taxation, Small Business, Mergers & Acquisitions, Tax Returns, Tax Advisory, Tax Accounting, Financial Planning
Education
University of Washington
MBA, Finance
Claremont McKenna College 1973 — 1977
B.A., Economics and Accounting
Patrick E. Carroll & Associates, Inc. November 1991 - Present
Bellwether League, Inc. September 2006 - Present
Novia Strategies Inc. 2010 - Present
AHRMM 1978 - Present
HFS Consultants December 2012 - February 2015
Huron Consulting Group 2005 - 2010
Laventhol & Horwath January 1983 - November 1990
HFMA Southern California Chapter 1986 - 1988
St. Mary's Medical Center, San Francisco, CA September 1980 - September 1982
Presbyterian Intercommunity Hospital, Whittier, CA July 1978 - September 1980
Skills
Financial Analysis, Hospitals, Negotiation, Supply Chain Management, Process Improvement, Operational Reviews, Strategic Planning, Healthcare, Reviews, Management Consulting, Strategy, Analysis, Leadership, Management, Coaching, Project Planning, CRM, Healthcare Consulting, Healthcare Management, Operations Management, Leadership Development, Contract Negotiation, Policy, Revenue Cycle, Data Analysis, Budgets, Performance Improvement, Healthcare Information..., Clinical Research, Supply Chain Consulting, HIPAA, Physician Relations, Managed Care, Physicians, Team Building, Medicare, Healthcare Industry, Marketing, Revenue Cycle Management, Quality Improvement, EMR, EHR, Medical Devices, Executive Management, Consulting, Health Policy, Medicaid, Health Information..., Informatics, Patient Safety
Education
University of California, Los Angeles 1976 — 1978
MPH, Health Care Administration
California Polytechnic State University-San Luis Obispo 1966 — 1970
Bachelor's Degree, Biological Sciences, Major
Cambridge Partners & Associates, Inc. October 2005 - Present
Marshall & Stevens Incorporated March 1997 - September 2005
Berger Goldstein & Company 1996 - 1997
The First National Bank of Chicago 1989 - 1996
Laventhol & Horwath 1985 - 1989
Touche Ross & Company 1983 - 1984
Sargent & Lundy 1977 - 1983
Education
DePaul University 1978 — 1983
MBA
University of Michigan 1976 — 1977
MSME
University of Michigan 1972 — 1976
BSME
University of Illinois at Chicago 1970 — 1972
MBA
Ann & Robert H. Lurie Children's Hospital of Chicago (formerly Children's Memorial Hospital) 2006 - 2014
Children's Memorial Hospital 2003 - 2006
Children's Memorial Hospital 1990 - 2003
Laventhol & Horwath 1987 - 1988
Friedman Eisenstein Raemer & Schwartz 1987 - 1987
Price Waterhouse Management Consultants 1985 - 1987
Rush University Medical Center 1981 - 1985
Skills
Epic Systems, Patient Education, CPOE, EMR, ClinDoc
Education
Quinlan School of Business, Loyola University Chicago
MBA
DePaul University
Certificate of Achievement in Computers - Cobol Programming
Northeastern Illinois University
Bachelor of Science, Biology
Rush University
BSN, Nursing
Schrier Wirth Executive Search December 1998 - Present
Laventhol & Horwath 1980 - 1986
Skills
Hospitality, Restaurants, Hotels, Catering, Asset Managment, Revenue Analysis, Tourism, Executive Search -..., Hotel Management, Hospitality Industry, Negotiation, Resorts, Forecasting, Front Office, Contract Negotiation, Management, Marketing Strategy, Asset Management, Marketing, Sales Management, Budgets, Pre-opening, Hospitality Management
Education
Cornell University 1978 — 1980
Masters, School of Hotel Administration
Rollins College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration
Cayuga Hospitality Advisors, Inc. July 1989 - Present
Atlantic City Inns, Inc. 1981 - 1988
Bally's Park Place Casino Hotel 1977 - 1980
Laventhol & Horwath 1968 - 1977
US Navy 1956 - 1968
Skills
Hotels, Hospitality, Hospitality Industry, Hotel Management, Hospitality Management, Resorts, Casino, Asset Managment, Multi-Property..., Strategic Planning, Management Contracts, Pre-opening, Tourism
Education
Cornell University 1952 — 1956
B.S. Hotel Administration
Host Hotels & Resorts July 1996 - Present
Host Marriott 1996 - 2005
Carey Winston October 1994 - July 1996
Balcor September 1987 - July 1994
Laventhol & Horwath June 1985 - July 1987
USMC July 1978 - July 1981
Skills
Certified Hotel..., Certified Commercial..., Certified Property..., Real Property..., Six Sigma Blackbelt, (CHAM) Certified Hotel..., Hotels, Six Sigma, Certified Property..., Resorts, Due Diligence, Management, Hospitality Industry, Hospitality, Hotel Management, Luxury, Hospitality Management, Investments, Food & Beverage, Budgets, Real Estate Economics, Real Estate Development, Feasibility Studies, Disposition, Real Estate
Education
Cornell University
BS, School Of Hotel Administration
Northwestern University - Kellogg School of Management
MM, Finance
The Johns Hopkins University - Carey Business School
MS in Real Estate, Real Estate Development
Lucasfilm Ltd May 1989 - Present
Warner Bros. April 1987 - May 1989
Laventhol & Horwath January 1985 - March 1987
Skills
Licensing, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Forecasting, Budgets, Strategic Financial..., Financial Reporting, Cross-functional Team..., Competitive Analysis, Executive Management, Mergers & Acquisitions, Process Improvement, Variance Analysis, Start-ups, Tax, Revenue Recognition, Leadership, Auditing, Management, Strategic Planning, Venture Capital, Accounting, Business Planning, Project Management, Strategic Partnerships, Strategy, Business Strategy, Contract Negotiation, Accounts Payable, Internal Controls, SEC filings, Due Diligence, US GAAP, CPA
Education
University of Southern California - Marshall School of Business 1983 — 1984
Macc, Taxation
Boston University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Fannie Mae September 1993 - Present
Legal & General 1991 - 1993
Marriott 1990 - 1991
Laventhol & Horwath 1987 - 1990
Education
DePaul University
BSC, Accounting and Business Administration
University of Houston
Lux Research April 2010 - Present
TowerGroup 1998 - January 2010
Mercer Management Consulting 1995 - 1998
Grubb & Ellis Company 1990 - 1994
Laventhol & Horwath 1984 - 1988
Skills
Forecasting, Budgets, Sarbanes-Oxley Act, Project Planning, Internal Controls, Strategic Planning, Due Diligence, Negotiation, Acquisitions, Mergers, Financial Modeling, Process Improvement, Cash Management, Financial Reporting, Accounting, Managerial Finance, Investments, Business Planning, Financial Analysis, Business Strategy, Mergers & Acquisitions, Finance
Education
Bentley University
Bachelor Degree in Accounting, Accounting and Finance
University of San Francisco - Masagung Graduate School of Management
MBA, Finance
Weeden & Co May 1986 - Present
St. John's University September 1982 - May 2010
City Investing International Inc August 1979 - August 1982
MANFRA, TORDELLA & BROOKES, INC. November 1977 - August 1979
Laventhol & Horwath January 1974 - November 1977
Education
St John's University 1979 — 1982
MBA International Finance, Business
City University of New York-Baruch College 1970 — 1974
BBA, Accounting
Kristin M. Cressman, CPA, MST July 2007 - Present
Middlesex West Chamber of Commerce 2007 - April 2012
Cable & Wireless 1991 - 2003
Laventhol & Horwath 1989 - 1991
Skills
Cash Management, Financial Reporting, Accounting, Managerial Finance, Strategic Financial..., Strategic Planning, Financial Analysis, Internal Controls, Leadership, Tax, Auditing, Acquisition Integration, Consolidation, Due Diligence, Financial Audits, Financial Modeling, Financial Accounting, Budgets, Payroll, Business Process..., QuickBooks, Accounts Payable, CPA, Financial Services, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
Masters, Taxation
American University 1985 — 1989
BSBA, Accounting
American University - Kogod School of Business 1985 — 1989
BSBA, Accounting
REVPAR International, Inc. -- Hospitality Advisory & Asset Management August 2014 - Present
Carpenter & Company, Inc. October 2012 - July 2014
Grand Circle Corporation May 2011 - October 2012
Pinnacle Advisory Group, Inc. February 1999 - April 2011
Sheraton July 1994 - January 1999
Omni Hotels 1991 - 1994
Laventhol & Horwath 1987 - 1990
Skills
Finance, Strategic Financial..., Asset Managment, Budget Process, Budgets, Market Analysis, Valuation, Real Estate, Revenue Analysis, Resorts, Hospitality Industry, Yield Management, Hospitality Management, Hotel Management, Front Office, Restaurants, Food & Beverage, Pre-opening, Leisure, Revenue Forecasting, Tourism, Lodging, Hotels, Asset Management, Management, Hospitality, Strategic Planning, Forecasting, Contract Negotiation, Leadership, Financial Analysis, P&L, Due Diligence, Financial Modeling, Negotiation, Budgeting, Business Planning, Team Building, Real Estate Development
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA
University of New Hampshire - Whittemore School of Business and Economics 1984 — 1988
Bachelor of Science (B.S.), Hotel/Motel Administration/Management
The Inn at 410 B&B, Flagstaff, AZ Vice PresidentTishman Hotel Corp.1997 - 2001
Deloitte & Touche LLC 1993 - 1997
Ritz Carlton Hotel Co. 1985 - 1992
Laventhol & Horwath 1979 - 1985
Education
UCLA Anderson School of Management 1981 — 1985
Cornell University 1970 — 1974
BS, Hotel Administration
NOI Hospitality 2004 - Present
Coalition Homes December 2010 - September 2011
Marriott International April 1988 - April 2004
Laventhol & Horwath January 1985 - April 1988
Skills
Asset Management, Hospitality, Real Estate Development, Contract Negotiations, Hospitality Industry, Hotels, Revenue Analysis, Mergers & Acquisitions, Feasibility Studies, Investment Properties, Management, Resorts, Budgets, Project Planning, Location Intelligence, Real Estate, Renovation, Real Estate Transactions, Hotel Management, Leadership, Disposition, Contract Negotiation, Yield Management, Sales, Due Diligence, Facilities Management, Project Management, Construction, Joint Ventures, Acquisitions, Real Estate Economics, Strategic Planning, Hospitality Management, Nonprofits, Property Management, Real Estate Financing, Brokerage, Real Estate Private..., Franchising, Entitlements, Commercial Real Estate, Corporate Real Estate, Luxury, Leases, Mixed-use, Shopping Centers, Land Acquisition, Property, Valuation, Appraisals
Education
Cornell University 1980 — 1984
Bachelor of Science, Hotel Administration
Niskayuna High School 1976 — 1980
Ahold USA 2010 - 2014
Ahold 2008 - 2010
The Stop & Shop Supermarket Company, LLC 2004 - 2008
Ahold USA 2001 - 2004
Ahold 1998 - 2001
Stop & Shop 1994 - 1998
Stop & Shop 1990 - 1994
Stop & Shop 1987 - 1989
Laventhol & Horwath 1984 - 1987
Skills
Sarbanes-Oxley Act, Financial Reporting, Budgets, Internal Controls, Income Statement, Financial Modeling, Managerial Finance, Inventory Management, US GAAP, Microsoft Excel, Financial Analysis, Risk Management, Process Improvement, Financial Accounting, Forecasting, Strategic Planning, Business Analysis, Cost Accounting, Strategic Financial..., Due Diligence, Acquisition Integration, Consolidation, Internal Audit, Leadership, Mergers, Accounting, Management, Analysis, Auditing, SEC filings, Change Management, General Ledger, Cash Flow, GAAP, Accounts Payable, Finance, Financial Audits, Mergers & Acquisitions, Pricing, IFRS, Treasury Management, PeopleSoft, QuickBooks, Financial Forecasting, Supermarkets, Tax, Restructuring, ERP, Executive Management, Cross-functional Team...
Education
Babson College
MBA, Finance
Bentley University
BS, Accounting
Framingham South High School
BNY Mellon 2006 - Present
J.P. Morgan 2003 - 2006
Banc of America Securities 2001 - 2003
Chase Securities 1987 - 2001
Laventhol & Horwath 1985 - 1987
Peat Marwick 1982 - 1985
Peat Marwick 1980 - 1982
Peat Marwick 1978 - 1980
Skills
Capital Markets, Management Consulting, Real Estate, Bonds, Public Finance, Business Development, Financial Structuring, Fixed Income, Financial Modeling, Investments, Auditing, Portfolio Management, Financial Analysis, Investment Banking, Mergers & Acquisitions, Banking, Financial Services
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Accounting
Amherst College 1974 — 1978
BA, Economics, Religion
Brigham and Women's Physicians Organization August 2015 - Present
Brigham and Women's Hospital June 2002 - July 2015
Ixpanse February 2001 - March 2002
Digital Broadband Communications October 1999 - February 2001
Alliance Imaging January 1997 - September 1999
Medical Diagnostics, Inc October 1991 - December 1997
Tofias PC January 1991 - September 1991
Laventhol & Horwath August 1987 - November 1990
Skills
Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MSF, Finance
Berklee College of Music
BM, Music
Salem State University
BS, Accounting
Marcum LLP April 2013 - Present
Cornerstone Accounting Group LLP formerly the Schonbraun McCann Group May 2005 - April 2013
Cohen and Schaeffer PC January 1999 - May 2005
BDO Seidman, LLP November 1990 - November 1998
Laventhol & Horwath November 1983 - November 1991
Skills
GAAP, Due Diligence, SEC filings, Financial Reporting, Accounting, Tax, Internal Controls, CPA, Financial Accounting, Auditing, Financial Analysis, US GAAP, Financial Statements, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
City University of New York-Baruch College 1975 — 1980
Bachelor of Business Administration, Accounting
St. Francis Prep 1971 — 1975
Diploma, High School
Hospitality Advantage, LLC January 2013 - Present
International Society of Hospitality Consultants 1988 - Present
Capital Hotel Management March 2006 - December 2012
PKF Consulting September 1998 - March 2006
University of New Hampshire 1987 - 1989
Laventhol & Horwath 1975 - 1988
Skills
Hospitality Industry, Hotels, Certified Hotel Asset..., Revenue Analysis, Hospitality Management, Resorts, Strategy, Management, Hospitality, Hotel Management, Yield Management, Restaurants, Leadership
Education
Cornell University
BS, Hotel Administration
Drexel University
MBA, Accounting and Finance
Plaza Properties LLC October 1998 - Present
University Club 1990 - 1994
Laventhol & Horwath 1985 - 1990
Skills
Financial Reporting, Real Estate, Excel, Word
Education
Bentley University 1981 — 1985
Bachelor of Science, Accountancy
Dwell Realty and Development 2004 - Present
Allen & Kwan Commercial 1987 - 2002
Johnson Controls 1982 - 1985
Laventhol & Horwath 1979 - 1982
Westin Hotels & Resorts 1978 - 1979
Skills
Public Relations, Social Media, Strategic Planning, Marketing Strategy, Negotiation, Financial Analysis, Forecasting, Budgets, Microsoft Excel, Marketing, Business Strategy, Real Estate, Finance, Leadership, Business Planning, Entrepreneurship, Commercial Real Estate, Contract Negotiation, Small Business, Real Estate Development, Start-ups, Team Building, Business Development, Due Diligence, Investments, Mergers & Acquisitions, Real Estate Transactions
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1985
MBA
Cornell University 1974 — 1978
BS, Hospitality Management
MKA
AMCOL International 2007 - Present
Sarbanes-Oxley / Financial Consultant 2004 - 2007
Cormark Inc. 2003 - 2004
Pacific Wine & Spirits 2001 - 2002
Design/Craft Corporation 1985 - 2001
United Stationers 1979 - 1985
CF Industries 1977 - 1979
Laventhol & Horwath 1976 - 1977
Skills
Internal Controls, Finance, Budgets, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Integration, Strategy, Auditing, Accounting, Mergers & Acquisitions, Risk Management, Analysis, Internal Audit, Business Process, Management
Education
DePaul University 1982 — 1984
Master of Business Administration (M.B.A.), Systems Concentration
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
BS, Accounting
Lion Resources, Inc March 2011 - Present
Lion Resurces, Inc. January 2003 - March 2011
Saatchi & Saatchi December 1992 - January 2003
Yohalem & Gillman 1989 - 1992
Laventhol & Horwath 1985 - 1989
Skills
Tax Compliance, Corporate Tax, International Tax, Tax Research, Tax Planning, Tax Reporting
Education
Baruch College, City University of New York (CUNY) 1981 — 1984
BBA, Finance
Boston University 1980 — 1981
John F. Kennedy
Pace University
Taxation
BDO USA, LLP June 2011 - Present
BDO USA January 2000 - June 2011
BDO USA, LLP 2000 - 2010
Laventhol & Horwath 1976 - 1990
Education
D'Amore-McKim School of Business at Northeastern University 1968 — 1969
MS, Accounting
City University of New York-Brooklyn College 1964 — 1968
BS, Math
Tonneson + Co January 1991 - Present
Tonneson & Company 1991 - 2008
Laventhol & Horwath January 1984 - November 1990
Skills
Tax Preparation, CPA, Tax, US GAAP, Financial Accounting, Corporate Tax, GAAP, Financial Reporting, Income Tax, Accounting, Financial Analysis, Auditing, Financial Statements, Tax Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Taxation
Northeastern University 1980 — 1983
MSBA, Accounting
Colby-Sawyer College 1978 — 1980
LA, Business
Theresa D Props, CPA June 1992 - Present
Theresa D Props, CPA June 1992 - Present
Indiana National Bank November 1990 - June 1992
Laventhol & Horwath June 1989 - November 1990
Skills
Tax Preparation, Tax, Corporate Tax, CPA, Accounting, Income Tax, S Corporations, Partnership Taxation, Sales Tax, Tax Accounting, QuickBooks, Bookkeeping, Strategic Planning, IRS, GAAP, Budgets, Payroll, Auditing, Tax Research
Education
Butler University
BS, Accounting
Grigsby & Kociak Financial Group 2004 - Present
Marshall Field's 2003 - 2004
CNA 2000 - 2002
Sears, Roebuck and Co. 1990 - 1999
Laventhol & Horwath 1988 - 1990
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Finance
DePaul University 1986 — 1989
BS, Accounting
Walter & Shuffain, P.C. November 2003 - Present
DiCicco, Gulman & Company September 1999 - November 2003
Laventhol & Horwath October 1984 - May 1988
Skills
Financial Reporting, Income Tax, Corporate Tax, General Ledger, Financial Accounting, Tax Research, Payroll, Financial Analysis, Real Estate, Fixed Assets
Education
Bentley University 1980 — 1981
MS, Accountancy
University of Massachusetts Boston 1974 — 1977
BS, Biology
Hoberman Miller Goldstein & Lesser September 1990 - October 2014
Laventhol & horwath June 1980 - November 1990
Skills
Communication, Tax, Team Leadership, Tax Preparation, Financial Analysis, Income Tax, Accounting, Tax Advisory, Financial Accounting, Financial Reporting, Corporate Tax, QuickBooks, GAAP, Partnership Taxation, Mergers & Acquisitions, Bookkeeping, CPA, Auditing, Tax Returns, Corporate Finance, SEC filings, Tax Research, Finance, Tax Accounting, International Tax, US GAAP, S Corporations, Forensic Accounting, IRS, Tax Law, Sales Tax, US Tax, IFRS, Internal Controls, Business Valuation, Financial Statements, Cash Flow, Due Diligence, Financial Audits, Sarbanes-Oxley Act, General Ledger, Restructuring, Internal Audit, Managerial Finance, Estate Tax Planning
Education
Bradley University 1968 — 1972
bs, acct, math
Prestige Global Meeting Source 2004 - Present
Hospitality Consultant 1990 - 1995
Laventhol & Horwath 1988 - 1990
InterContinental Hotels Group 1984 - 1989
InterContinental Hotels Group 1984 - 1989
InterContinental Hotels Group 1983 - 1984
Skills
Hotels, Resorts, Hospitality, Hospitality Industry, Hotel Management, Revenue Analysis, Incentives, Hospitality Management, Yield Management, Location Intelligence, Tourism, Meeting Planning, Trade Shows, Pre-opening, Event Management, Convention Services, Great Motivator, Sales, Front Office, Incentive Travel
Education
Cornell University 1979 — 1983
BS, The School of Hotel Administration
Shire Pharmaceuticals February 2005 - Present
Cephalon January 2007 - April 2007
Merck April 1996 - February 2005
US Physicians 1995 - 1996
NovaCare 1993 - 1995
Laventhol & Horwath 1989 - 1991
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Pharmaceutical Industry, P&L Analysis, Forecasting, Resource Allocation, Performance Reporting, Financial Reporting, Executive Reporting, Project Management, Expense Management, Auditing, Performance Dashboards, Long Range Planning, Finance, Analysis, Financial Planning, Cross-functional Team..., Management, Strategy, Strategic Planning, Process Improvement
Education
Drexel University 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Villanova University 1985 — 1989
Bachelor's degree, Accounting
La Salle College High School
PricewaterhouseCoopers November 1990 - Present
Laventhol & Horwath August 1980 - November 1990
Education
Boston University School of Law 1980 — 1983
L.L.M, Taxation
Suffolk University Law School 1977 — 1980
Juris Doctor
College of the Holy Cross 1973 — 1977
BA, Economics/Accounting
BA,JD,LLM
Mass Bay Credit Union August 2010 - July 2012
Metro Credit Union October 2006 - December 2008
Eastern Bank April 1997 - October 2006
Bernstein & John Tardif, Attorneys January 1991 - January 1992
Laventhol & Horwath January 1989 - January 1990
The Boston Company January 1987 - January 1989
Education
New England Institute of Banking
Clark University 1981 — 1985
BA, Psychology
Clark University
BA, Psychology
CHMWarnick April 2015 - Present
Warnick + Company June 2008 - Present
Ascendant Lodging Partners, LLC June 2008 - December 2013
Hilton Hotels Corporation 1999 - 2008
Promus Hotels Corp 1996 - 1999
DoubleTree Hotels Corporation 1984 - 1996
Laventhol & Horwath 1971 - 1979
Skills
Resorts, Hotels, Real Estate, Real Estate Development, Asset Managment, Hotel Management, Yield Management, Hospitality Management, Revenue Analysis, Hospitality Industry, Hospitality, Strategic Planning, Pre-opening, Mergers & Acquisitions, Food & Beverage, Lodging, Front Office, Management, Asset Management, Finance, Opening Hotels, Strategy, Property Management..., Contract Negotiation, Location Intelligence, Restaurants, Negotiation, OnQ, Investments
Education
Cornell University 1963 — 1967
Bachelor of Science (BS), Hotel Administration
HREC 2006 - Present
Innovative Hospitality Group January 1990 - Present
Cohen Financial 2003 - 2005
Promus Hotel Corporation 1998 - 2000
Aztec Group 1989 - 1999
Constructa USA 1991 - 1995
Laventhol & Horwath August 1983 - May 1989
Education
Cornell University
Intech Group of Companies April 2001 - Present
Heidi Zikorus, CPA August 1992 - December 2005
Ernst & Young August 1988 - August 1992
Laventhol & Horwath June 1985 - August 1988
Johnson, Wurzer & Westmoreland, PC December 1981 - May 1985
Education
University of Houston 1986 — 1989
MS, Accountancy
Dickinson College 1977 — 1981
BA, Economics
Whitestone Realty Capital, LLC January 2000 - Present
Global Energy Advisors, LLC January 2003 - January 2011
Griffith Group International 1992 - 2000
Guest Quarters Suites Hotels 1989 - 1992
Laventhol & Horwath 1987 - 1989
Pannell Kerr Forster 1985 - 1987
Mariner Hotel Corporation 1981 - 1985
Skills
Mergers & Acquisitions, Due Diligence, Management, Real Estate Development, Strategy, Contract Negotiation, Strategic Planning, Real Estate, Business Development, Investments
Education
Cornell University 1971 — 1974
BS, Business Administration
Gettysburg College 1966 — 1970
BS, Clinical Psychology
Premier healthcare alliance October 2002 - Present
Marsh Captive Management Services June 1997 - October 2002
Johnson & Higgins 1990 - 1997
Laventhol & Horwath July 1985 - April 1990
Skills
Captives, Property & Casualty..., Enterprise Risk..., Management, Risk Management, Tax, Reinsurance, Accounting, Auditing, Financial Analysis, Training, Strategic Planning, Insurance, CPA
Education
Boston University - School of Management 1983 — 1985
Bachelor of Science in Business Administration, Accounting
Hospitality Consulting Group July 2009 - Present
Cayuga Hospitality Consultants 2005 - Present
Leines Hotel Advisors, Inc. 2010 - Present
Colliers Turley Martin Tucker 2008 - July 2009
GVA Marquette Advisors 2002 - 2008
Hospitality Advisors 1999 - 2002
National Lodging Companies 1995 - 1998
Midwest Hospitality Advisors 1991 - 1994
Laventhol & Horwath 1974 - 1990
Skills
Hotels, Brokerage, Feasibility Studies, Expert Witness, Casino, Litigation Support, Hospitality Consulting
Education
Cornell University - Johnson Graduate School of Management 1972 — 1974
MBA, Accounting/Finance
Cornell University 1970 — 1974
BA, Economics
Lands' End March 2015 - Present
R&M Consulting January 2015 - February 2015
McMaster-Carr April 2010 - January 2013
PricewaterhouseCoopers December 2005 - March 2010
KPMG US January 1999 - October 2005
BDO USA, LLP January 1995 - December 1998
Berger Goldstein January 1995 - November 1995
Friedman Eisnestein Raemer and Schwartz May 1987 - December 1994
Laventhol & Horwath January 1985 - May 1987
Skills
Tax, Income Tax, Sarbanes-Oxley Act, Accounting, Internal Controls, Corporate Tax, Tax Accounting, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Reporting, Transfer Pricing, GAAP, Restructuring, Financial Modeling, Tax Research, Tax Advisory, IFRS, Tax Law
Education
Drake University Law School 1981 — 1984
JD, Law
University of Richmond 1977 — 1981
BS, Business Administration
University of Richmond - Robins School of Business 1977 — 1981
BS, Finance
Old Town Asn 2013 - Present
Bachmann Associates 1988 - Present
Laventhol & Horwath June 1985 - October 1988
Ernst & Young 1981 - 1985
Skills
Medicare, Hospitals, Medicaid, Revenue Cycle, Healthcare Management, Healthcare, Healthcare Information..., Healthcare Consulting, Budgets, EHR, EMR, Executive Management, Financial Analysis, Financial Reporting, HIPAA, Healthcare Industry, Home Care, Leadership, Managed Care, Management, Medical Billing, Physicians, Physician Relations, Practice Management, Process Improvement, Revenue Cycle Management
Education
Creighton University 1974 — 1978
BSBA, Accounting
Bank of the West 1994 - Present
Doug Case & Associates 1991 - 1994
Ely Real Estate Services 1990 - 1991
Watt Industries 1988 - 1990
Laventhol & Horwath 1985 - 1988
Skills
Commercial Lending, Loans, Commercial Banking, Credit
Education
Arizona State University 1981 — 1985
Bachelor of Science (BS), Finance, Accounting
Harborstone Hospitality January 2005 - Present
Marriott International January 2001 - March 2004
Marriott International October 1997 - January 2002
Choice Hotels International January 1989 - September 1997
Marriott International December 1981 - August 1984
Laventhol & Horwath April 1979 - December 1981
Westin Hotels & Resorts July 1975 - April 1979
Skills
Hospitality, Hotels, Hospitality Consulting, Management, Hospitality Industry, Leadership, Creative Direction, Restaurants, Hospitality Management, Entrepreneurship, Hotel Management, Revenue Analysis, Franchising, Sales, Resorts, Location Intelligence, Food, Real Estate Development, Strategy, Food & Beverage, Contract Negotiation
Education
Cornell University 1971 — 1975
Bachelor of Science (BS), Hotel Administration
Home Helpers 2004 - Present
ARAMARK March 1996 - May 2004
Coopers & Lybrand Consulting 1991 - 1996
Laventhol & Horwath 1989 - 1991
Skills
Financial Analysis, Public Speaking, Leadership Development, Marketing Strategy, Market Research, Appraisals, Litigation Support, Direct Sales, Healthcare, Small Business, Team Building, Leadership, Customer Service, Marketing Communications, Social Media, Seniors, Event Planning
Education
Cornell University 1985 — 1989
Bachelor's degree, Hospitality Administration/Management
Central Bucks West High School 1982 — 1985
Douglas Lumber Kitchens & Home Center January 2000 - Present
Laventhol & Horwath 1982 - 1986
Skills
Accounting, Human Resources, Microsoft Excel, Budgets, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Strategic Financial..., Corporate Finance, Due Diligence, Outlook, Strategic Planning, Access, Nonprofits, Mergers & Acquisitions, Investments, Public Speaking, Research, Inventory Management, Banking, P&L
Education
Bryant University 1978 — 1982
Bachelor's degree, Accounting
MDRT December 2012 - Present
MDRT November 2011 - December 2012
Maine Community Youth Assistance Foundation 2009 - December 2011
World Kitchen 2009 - 2011
Midas International April 2005 - May 2008
Loyola University Chicago March 1996 - November 1998
Loyola University Medical Center January 1994 - January 1995
Loyola University Medical Center January 1992 - January 1994
Coopers & Lybrand January 1990 - January 1992
Laventhol & Horwath January 1988 - January 1990
Skills
Accounting, Internal Controls, Financial Reporting, QuickBooks, Financial Accounting, Financial Analysis, Forecasting, Auditing, Budgets, General Ledger, GAAP, Strategic Financial..., Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Financial Audits, Cost Accounting, Analysis, Tax, Variance Analysis, Finance, Cash Flow, Policy, Sarbanes-Oxley, Financial Statements, Strategic Planning, Financial Planning
Education
DePaul University 1983 — 1988
Master of Accountancy with DistinctionBachelor of Science, Accounting
Western Union September 2010 - Present
Western Union April 2008 - August 2010
Western Union November 2005 - March 2008
Western Union January 2002 - October 2005
LatPro April 2000 - December 2001
Western Union November 1998 - March 2000
Western Union October 1996 - October 1998
Avery Dennison July 1995 - July 1996
Hospitality Franchise Systems (HFS) October 1992 - May 1993
Laventhol & Horwath July 1989 - November 1990
Skills
Marketing Strategy, Brand Management, P&L Responsibility, Business Strategy, Business Analytics, New Product..., Marketing Communications, Customer Segmentation..., Product Management, Product Development, P&L Management, Cross-functional Team..., Segmentation, Financial Services, Competitive Analysis, Market Research, Start-ups, CRM, Market Planning, Management, Business Planning, Leadership, Marketing, Program Management, Strategic Planning
Education
Cornell University
B.S., Hotel Administration
University of South Carolina - The Moore School of Business
Master of Business Administration (MBA), International Business
Epilepsy Foundation March 1997 - Present
Langan Association January 1990 - March 1997
Laventhol & Horwath 1987 - 1990
Toothman Rice & Company 1985 - 1987
Skills
Accounting, Non-profits, Budgeting, Auditing, Budgets, Nonprofits, Financial Analysis, Public Speaking, Variance Analysis, Grants, Volunteer Management, Policy, Strategic Planning
Education
Concord University 1981 — 1985
BS, Accounting and Math/Computer Science
NYC Hedge Fund Management January 1984 - Present
Laventhol & Horwath July 1981 - December 1983
Skills
Alternative Investments, Asset Management, Bloomberg, Collateral, Equities, Equity Swaps, Finance, Fixed Income, Hedge Funds, Leveraged Finance, Prime Brokerage, Capital Markets, Securities, Derivatives, Equity Derivatives, Financial Markets, Investment Banking, Trading Systems
Education
Bentley University 1977 — 1980
Accounting
Councilor, Buchanan & Mitchell, PC ManagerCouncilor, Buchanan & Mitchell, P.C.1992 - Present
Hariton Mancuso and Jones 1982 - 1991
Laventhol & Horwath 1986 - 1990
Education
Allegheny College 1976 — 1980
Allegheny College 1976 — 1980
Bentley Business Brokers 2007 - Present
Bentley Capital Corporation 2003 - 2007
Corning Life Sciences 1999 - 2003
Oxford Business Brokers 1997 - 1999
Landa & Altsher, PC 1994 - 1996
Packaging Industries Inc. 1990 - 1992
Laventhol & Horwath 1989 - 1990
Skills
Accounting, Business Planning, Business Valuation, Business Brokerage, Tax Preparation, Business Strategy, Marketing Strategy, Working Capital..., Capital Budgeting, Business Acquisition, Financial Statement..., Financial Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
Master of Science (MS), Finance, Corporate and Financial Markets
UMass Dartmouth 1984 — 1989
Bachelor of Science (BS), Accounting
Barnstable High School
RERC, A Situs Company 2001 - Present
PricewaterhouseCoopers 1997 - 2001
Real Estate Research Corporation December 1990 - August 1997
Laventhol & Horwath August 1987 - November 1990
Skills
Apartments, Appraisals, Commercial Real Estate, Disposition, Due Diligence, Financial Modeling, Investment Properties, Investments, Leases, Management, Market Analysis, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Underwriting, Valuation
Education
The University of Texas at Austin 1974 — 1976
Blinn College 1972 — 1974
Crystal Charity Ball January 2013 - December 2013
Crystal Charity Ball January 2006 - December 2012
Wyndham International 1981 - 1995
Laventhol & Horwath 1978 - 1981
HYATT Hotels 1975 - 1978
Skills
Fundraising, Strategic Planning, Public Speaking, Event Management, Nonprofits, Management, Public Relations
Education
Southern Methodist University 1979 — 1982
Master of Business Administration (M.B.A.)
Cornell University
Bachelor of Science (BS), Hotel Administration
Philadelphia Country Club August 1997 - January 2015
University of Pennsylvania December 1990 - July 1997
LAVENTHOL & HORWATH January 1990 - January 1992
Laventhol & Horwath August 1987 - December 1990
HYATT HOTELS June 1984 - January 1986
Skills
Budgets, Club, Golf, Food & Beverage, Forecasting, Financial Analysis, Hospitality Management, Inventory Management, Restaurant Management, Hospitality, Catering, Microsoft Excel, Payroll, Accounts Payable, Accounting
Education
Cornell University 1981 — 1984
Bachelor of Science
Cabrini College 2007 — 2009
Organizational Leadership
Emerald Lodging Advisors January 2010 - Present
Philipsborn Mortgage 2006 - 2010
Laventhol & Horwath 1970 - 1990
Education
Cornell University 1964 — 1968
BS, Hotel Admin
Midtown Athletic Clubs December 1985 - Present
Laventhol & Horwath January 1983 - December 1985
Skills
Coaching, Public Speaking, Customer Service, Management, Team Building, Strength Training, Fundraising, Accounting, Strategic Planning, Budgets, Leadership, Microsoft Office, Financial Analysis, Sports, Marketing
Education
DePaul University 1979 — 1983
Bachelor of Science (BS), Accounting
Stammer, McKnight, Barnum & Bailey LLP April 1994 - Present
Musick, Peeler & Garrett January 1991 - March 1994
Andrews, Andrews, Jones, Deal, Thomas & Hansen June 1990 - December 1990
Wyrick & Bagdasarian October 1988 - May 1990
Bruce J. Berger, CPA 1985 - 1988
Laventhol & Horwath 1980 - 1984
Education
Whittier Law School 1980 — 1984
Juris Doctor, Law
California State University, Fresno 1978 — 1980
BS, Business Administration
The Boeing Company 1987 - Present
Murchison & Marek June 1985 - August 1987
Laventhol & Horwath December 1983 - April 1985
Skills
Supply Chain Management, Aerospace, Government Procurement, Strategic Sourcing, Procurement, FAR, Supply Management, Auditing, CPA, GAAS, Public Auditing, Internal Audit, Sarbanes-Oxley Act, Purchasing, Process Improvement, ITAR, Management, Cross-functional Team...
Education
California State University-Fullerton 1991 — 1996
Master of Business Administration (MBA), Accounting
California State University-Fullerton 1979 — 1983
Bachelor of Arts (BA), Accounting
TEC Systems, Inc. February 1991 - Present
Laventhol & Horwath August 1983 - 1989
Skills
Building Management...
Education
Boston University - School of Management 1979 — 1983
BSBA, Accounting
Magellan Health Services July 2005 - Present
Magellan Health Services June 1995 - December 2004
Central Health Services May 1992 - December 1994
Laventhol & Horwath March 1989 - May 1991
Skills
Software Documentation, Microsoft Excel, Technical Support
Education
Penn State University 2005 — 2008
Business Admin
Art Institute of Philadelphia 1980 — 1981
Graphic Design, Illustration
UpSnap (Formerly VoodooVox, Inc.) March 2007 - Present
Crane & Co., Inc. October 2005 - March 2007
Excelsior Printing Company July 2003 - October 2005
Commonwealth Sprague Capacitor, Inc. October 1995 - July 2003
Vishay/Sprague North Adams April 1990 - October 1995
Laventhol & Horwath September 1986 - April 1990
Skills
Accounting, Customer Service, Financial Reporting, Budgets, Management, Start-ups, Finance, Internal Audit, Payroll
Education
Bentley University 1982 — 1986
BS, Accounting
Sonoro Energy Limited April 2012 - Present
Sonoro Energy Limited July 2011 - April 2012
Sahuri Hutchinson Brezinski Architects Inc. April 2005 - March 2006
Blake Cassels and Graydon LLP 1987 - 1991
Laventhol & Horwath 1982 - 1987
Skills
Marketing Communications, Team Leader, Customer & Stakeholder..., Audio visual editing, Business Concept..., Seminar and Trade Show..., Policy Developmenet &..., Budget Process..., Conference Attendance..., Practice Area Business..., Reporting procedures, Initiated Referral..., Developed objective..., review and response to..., Facilitate active..., Liasion with Developers, Research and respond to..., Internal and external..., Developed & executed..., Preparation of Grant..., Instituted a..., Corporate Image..., Media Relations, Drafting Policies, Applications, Organization, Event Planning, Mergers & Acquisitions, Crisis Management, Petroleum, Gas, Corporate Social..., Due Diligence, Energy, Research, Policy, Investor Relations, Public Relations, Leadership, Finance, Community Development, Government, Entrepreneurship, Corporate Finance, Venture Capital, Private Equity, Management, Human Resources, Contract Negotiation, Management Consulting
Education
Algonquin College of Applied Arts and Technology
Respiratory Technology, Inhalation Therapy
US Realty Consultants, Inc. September 1993 - Present
Coopers & Lybrand Consulting October 1990 - August 1993
Laventhol & Horwath February 1987 - September 1990
Education
Chicago-Kent College of Law, Illinois Institute of Technology
Doctor of Law (JD), Law
DePaul University
Master of Arts (M.A.), Economics
Urdang Capital Management November 1998 - December 2012
Arthur Andersen 1989 - 1998
Laventhol & Horwath 1969 - 1989
Skills
Real Estate, Capital Markets, Asset Management, Investments, Real Estate Economics, Due Diligence, Venture Capital, Financial Modeling, Private Equity, Valuation, Mergers & Acquisitions, Alternative Investments, Joint Ventures, Portfolio Management, Commercial Real Estate, Management Consulting, Real Estate Development, Management, Strategic Planning
Education
American University 1964 — 1967
Bachelor of Science (BS), Accounting and Finance
The George Washington University
Master of Business Administration (MBA), Finance, General
Fremont Group December 1994 - Present
EY 1987 - 1992
Sweeney Kovar LLP 1984 - 1987
Arthur Andersen & Co. 1979 - 1984
Laventhol & Horwath 1974 - 1978
Skills
Management, Microsoft Excel, Microsoft Word, Research, Leadership, Training, English, Process Improvement, Income Tax, Accounting, Family Office, Epicor, FRx
Education
California State University-East Bay 1972 — 1974
Bachelor of Science (BS), Accounting
University of California, Berkeley 1971 — 1972
Electrical and Electronics Engineering
Chabot College 1969 — 1971
Associate's Degree, Electrical and Electronics Engineering