Laventhol and Horwath
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Laventhol and Horwath Employees
Employee
Years
Job
Industry
Tony Boschetto, CPA Tony Boschetto, CPA's Laventhol and Horwath Experience 1986 - 1991
Job MultiDimensional CLevel Business Executive
Industry Information Technology and Services
Experience
Pinnacle Equity Consultants and Beacon Hill Equity Group September 2014 - Present
Wolters Kluwer Financial Services July 2012 - September 2014
WOLTERS KLUWER FINANCIAL SERVICES January 2006 - June 2012
CCH INSURANCE SERVICES (DIVISION OF WOLTERS KLUWER) July 2002 - December 2005
UNIFORM INFORMATION SERVICES, INC / WOLTERS KLUWER July 1998 - June 2002
The Westwood Group, Inc. 1995 - 1999
Boston Bagel 1993 - 1995
Schneider, Schneider and Associates 1991 - 1993
Laventhol and Horwath 1986 - 1991
Skills
Mergers, Finance, Business Development, ERP, XML, Continuous Improvement, Documentum, SaaS, Business Process..., Financial Services, Strategic Partnerships, Executive Management, Enterprise Software, Business Analysis, Management Consulting, Mergers & Acquisitions, Risk Management, Program Management, Outsourcing, Leadership, Business Strategy, Business Process, Strategic Planning, Process Improvement, Management, Strategy, Cross-functional Team..., Staff Management, Professional Services, Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MST
Boston University - School of Management 1982 — 1986
Pinnacle Equity Consultants and Beacon Hill Equity Group September 2014 - Present
Wolters Kluwer Financial Services July 2012 - September 2014
WOLTERS KLUWER FINANCIAL SERVICES January 2006 - June 2012
CCH INSURANCE SERVICES (DIVISION OF WOLTERS KLUWER) July 2002 - December 2005
UNIFORM INFORMATION SERVICES, INC / WOLTERS KLUWER July 1998 - June 2002
The Westwood Group, Inc. 1995 - 1999
Boston Bagel 1993 - 1995
Schneider, Schneider and Associates 1991 - 1993
Laventhol and Horwath 1986 - 1991
Skills
Mergers, Finance, Business Development, ERP, XML, Continuous Improvement, Documentum, SaaS, Business Process..., Financial Services, Strategic Partnerships, Executive Management, Enterprise Software, Business Analysis, Management Consulting, Mergers & Acquisitions, Risk Management, Program Management, Outsourcing, Leadership, Business Strategy, Business Process, Strategic Planning, Process Improvement, Management, Strategy, Cross-functional Team..., Staff Management, Professional Services, Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MST
Boston University - School of Management 1982 — 1986
Dan Goldzband, CMA's Laventhol and Horwath Experience 1984 - 1986
Job Engineering Financial Analyst at Pratt & Whitney Aero Power
Industry Electrical/Electronic Manufacturing
Experience
Pratt & Whitney Aero Power December 2014 - Present
UCSD Extension 1998 - Present
General Dynamics Global Imaging Technologies May 2012 - April 2014
Delta Design July 2004 - May 2012
National Mortgage Reporting November 2003 - April 2004
Bank of America 2002 - October 2003
National Pen July 2000 - February 2002
George Elkins Company 1996 - 1999
Imperial Bank 1989 - 1992
Laventhol and Horwath 1984 - 1986
Skills
Communication and..., Financial Analysis, Excel, Financial Accounting, Cost Accounting, Budgeting, Forecasting, Access, PowerPoint, Manufacturing, SQL queries, Budgets, Microsoft Excel, Auditing, Accounting, Analysis, Finance, Management, Managerial Finance, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis
Education
San Diego State University 2003 — 2009
MS, Accounting
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Claremont McKenna College 1974 — 1978
BA, Political Science
Pratt & Whitney Aero Power December 2014 - Present
UCSD Extension 1998 - Present
General Dynamics Global Imaging Technologies May 2012 - April 2014
Delta Design July 2004 - May 2012
National Mortgage Reporting November 2003 - April 2004
Bank of America 2002 - October 2003
National Pen July 2000 - February 2002
George Elkins Company 1996 - 1999
Imperial Bank 1989 - 1992
Laventhol and Horwath 1984 - 1986
Skills
Communication and..., Financial Analysis, Excel, Financial Accounting, Cost Accounting, Budgeting, Forecasting, Access, PowerPoint, Manufacturing, SQL queries, Budgets, Microsoft Excel, Auditing, Accounting, Analysis, Finance, Management, Managerial Finance, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis
Education
San Diego State University 2003 — 2009
MS, Accounting
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
Claremont McKenna College 1974 — 1978
BA, Political Science
Jeffrey Iserson Jeffrey Iserson's Laventhol and Horwath Experience June 1987 - June 1989
Job Chief Financial Officer at Jewish Federation of South Palm Beach County
Industry Nonprofit Organization Management
Experience
Jewish Federation of South Palm Beach County March 2014 - Present
Seminole Tribe Of Florida June 2004 - September 2013
SMG June 1989 - June 2004
Laventhol and Horwath June 1987 - June 1989
Skills
Budgets, Financial Analysis, Strategic Financial..., Forecasting, Accounting, Policy, Managerial Finance, Strategic Planning, Customer Service, Public Speaking, Finance, Auditing, Accounts Receivable, Microsoft Excel, Management, Microsoft Office, Process Improvement, General Ledger, Sarbanes-Oxley Act, PowerPoint, Internal Controls, QuickBooks, Project Planning, Leadership, Team Building, Event Planning, Cash Flow, Government, Contract Negotiation, Monetization, Business Planning, Corporate Finance, Financial Accounting
Education
St. Thomas University 1985 — 1987
Bachelor's degree, Accounting
University of Florida 1983 — 1984
Associate of Arts (AA), Accounting
North Miami Beach 1980 — 1983
Jewish Federation of South Palm Beach County March 2014 - Present
Seminole Tribe Of Florida June 2004 - September 2013
SMG June 1989 - June 2004
Laventhol and Horwath June 1987 - June 1989
Skills
Budgets, Financial Analysis, Strategic Financial..., Forecasting, Accounting, Policy, Managerial Finance, Strategic Planning, Customer Service, Public Speaking, Finance, Auditing, Accounts Receivable, Microsoft Excel, Management, Microsoft Office, Process Improvement, General Ledger, Sarbanes-Oxley Act, PowerPoint, Internal Controls, QuickBooks, Project Planning, Leadership, Team Building, Event Planning, Cash Flow, Government, Contract Negotiation, Monetization, Business Planning, Corporate Finance, Financial Accounting
Education
St. Thomas University 1985 — 1987
Bachelor's degree, Accounting
University of Florida 1983 — 1984
Associate of Arts (AA), Accounting
North Miami Beach 1980 — 1983
Leslie Gura, MHA, CPA's Laventhol and Horwath Experience January 1988 - November 1990
Job Senior Financial Consultant at UNC Health Care
Industry Hospital & Health Care
Experience
UNC Health Care February 2009 - Present
UMass Memorial Medical Center March 2008 - December 2008
UNC Healthcare System January 1992 - March 2008
Laventhol and Horwath January 1988 - November 1990
Laventhol and Horwath January 1983 - June 1987
Skills
Budgeting, Budget Development, Budget Oversight, Financial Analysis, Healthcare, Non-profits, Financial Management, Forecasting, Business Planning, Process Improvement, Meditech, Kaufman Hall, Lawson, Financial Reporting, Hospitals, Hospital Operations, Hospital Claims, Compliance, Auditing, Microsoft Office, Budgets, Allscripts PM, Revenue Cycle, Healthcare Management, Healthcare Consulting, Accounting, Medicare, Analysis, Strategic Planning, Managerial Finance, Access, Financial Modeling, TCO, HIPAA, Healthcare Information..., Data Analysis, Public Health, Performance Improvement, EMR, Managed Care, Strategic Financial..., Healthcare Industry, Healthcare Analytics, Quality Improvement, Physicians, Medicaid, EHR, Finance, Revenue Cycle Management, Nonprofits
Education
University of North Carolina at Chapel Hill 2004 — 2007
MHA, Healthcare Administration
University of Colorado Boulder 1972 — 1978
BA, Distributed Studies
UNC Health Care February 2009 - Present
UMass Memorial Medical Center March 2008 - December 2008
UNC Healthcare System January 1992 - March 2008
Laventhol and Horwath January 1988 - November 1990
Laventhol and Horwath January 1983 - June 1987
Skills
Budgeting, Budget Development, Budget Oversight, Financial Analysis, Healthcare, Non-profits, Financial Management, Forecasting, Business Planning, Process Improvement, Meditech, Kaufman Hall, Lawson, Financial Reporting, Hospitals, Hospital Operations, Hospital Claims, Compliance, Auditing, Microsoft Office, Budgets, Allscripts PM, Revenue Cycle, Healthcare Management, Healthcare Consulting, Accounting, Medicare, Analysis, Strategic Planning, Managerial Finance, Access, Financial Modeling, TCO, HIPAA, Healthcare Information..., Data Analysis, Public Health, Performance Improvement, EMR, Managed Care, Strategic Financial..., Healthcare Industry, Healthcare Analytics, Quality Improvement, Physicians, Medicaid, EHR, Finance, Revenue Cycle Management, Nonprofits
Education
University of North Carolina at Chapel Hill 2004 — 2007
MHA, Healthcare Administration
University of Colorado Boulder 1972 — 1978
BA, Distributed Studies
Mauro DeCillis, CPA, CCM Mauro DeCillis, CPA, CCM's Laventhol and Horwath Experience August 1989 - October 1990
Job President, Empire Wealth Management, Inc.
Industry Accounting
Experience
Bronxville Hills 2001 - Present
Empire Wealth Management, Inc. May 1989 - Present
MDI, Inc. January 2004 - January 2008
TIAA-CREF January 1996 - January 2005
TIAA-CREF January 1991 - January 1996
Laventhol and Horwath August 1989 - October 1990
Skills
Financial Planners, Payroll, Finance, Small Business, Accounting, Internal Controls, Due Diligence, Asset Management, Tax, Auditing, Leadership, Start-ups, Tax Preparation, High Net Worth..., Sarbanes-Oxley Act, Risk Management, Financial Reporting, Management, Securities, General Ledger, Management Consulting, Strategic Planning, Financial Services, Managerial Finance, Financial Statements, Financial Analysis, Investments, Real Estate, Strategic Financial..., Nonprofits, Budgets, Estate Planning, Financial Modeling, Business Planning, Time Management, Internal Audit, Mergers & Acquisitions, Business Strategy, Accounts Payable, Cash Management, Financial Accounting, Income Tax, Account Reconciliation, QuickBooks, Financial Planning
Education
State University of New York at Albany 1985 — 1989
BS Accounting, Accounting
Bronxville Hills 2001 - Present
Empire Wealth Management, Inc. May 1989 - Present
MDI, Inc. January 2004 - January 2008
TIAA-CREF January 1996 - January 2005
TIAA-CREF January 1991 - January 1996
Laventhol and Horwath August 1989 - October 1990
Skills
Financial Planners, Payroll, Finance, Small Business, Accounting, Internal Controls, Due Diligence, Asset Management, Tax, Auditing, Leadership, Start-ups, Tax Preparation, High Net Worth..., Sarbanes-Oxley Act, Risk Management, Financial Reporting, Management, Securities, General Ledger, Management Consulting, Strategic Planning, Financial Services, Managerial Finance, Financial Statements, Financial Analysis, Investments, Real Estate, Strategic Financial..., Nonprofits, Budgets, Estate Planning, Financial Modeling, Business Planning, Time Management, Internal Audit, Mergers & Acquisitions, Business Strategy, Accounts Payable, Cash Management, Financial Accounting, Income Tax, Account Reconciliation, QuickBooks, Financial Planning
Education
State University of New York at Albany 1985 — 1989
BS Accounting, Accounting
Amy Hosier Amy Hosier's Laventhol and Horwath Experience 1985 - 1987
Job Principal, Hosier Analytics: Research, Evaluation, and Strategy & Program Development and Implementation
Industry Public Policy
Experience
Hosier Analytics 1989 - Present
Homes for Working Families 2007 - 2008
ICF Consulting 2001 - 2004
New York City Housing Authority 1997 - 2001
US Agency for International Development 1993 - 1995
University of Pennsylvania 1984 - 1990
Laventhol and Horwath 1985 - 1987
City of Columbia, MO 1976 - 1980
Skills
Economic Development, Community Development, Affordable Housing, Community Development..., Strategy Design and..., Policy Analysis, Policy Advocacy, Policy and Program..., Real Estate Economics, Economic Research, Market Research, Mortgage Lending, Public/Private..., Building Coalitions, Monitoring and..., Strategic Communications, Organizational..., Program Management, Nonprofits, Social Enterprise, International..., Sustainable Development, Philanthropy, Impact Investing, Policy, Urban redevelopment, Qualitative Research, Quantitative Research
Education
University of Pennsylvania
PhD
University of Colorado Boulder
BA
Hosier Analytics 1989 - Present
Homes for Working Families 2007 - 2008
ICF Consulting 2001 - 2004
New York City Housing Authority 1997 - 2001
US Agency for International Development 1993 - 1995
University of Pennsylvania 1984 - 1990
Laventhol and Horwath 1985 - 1987
City of Columbia, MO 1976 - 1980
Skills
Economic Development, Community Development, Affordable Housing, Community Development..., Strategy Design and..., Policy Analysis, Policy Advocacy, Policy and Program..., Real Estate Economics, Economic Research, Market Research, Mortgage Lending, Public/Private..., Building Coalitions, Monitoring and..., Strategic Communications, Organizational..., Program Management, Nonprofits, Social Enterprise, International..., Sustainable Development, Philanthropy, Impact Investing, Policy, Urban redevelopment, Qualitative Research, Quantitative Research
Education
University of Pennsylvania
PhD
University of Colorado Boulder
BA
Ed McGill Ed McGill's Laventhol and Horwath Experience 1981 - 1985
Job Dealer Principal, BMW of Ridgefield and BWW of Bridgeport
Industry Automotive
Experience
BMW of Ridgefield and BMW of Bridgeport 2002 - Present
Marketing Corporation of America 1986 - 2000
Laventhol and Horwath 1981 - 1985
Deloitte & Touche 1978 - 1981
Skills
Automotive, Automotive Aftermarket, Vehicles, Dealers, Automobile, Dealer Management, Customer Retention, Reynolds, Profit, Retail, Fleet Management, Sales Operations, Parts, New Business Development, Customer Satisfaction, Business Planning, Marketing Strategy, Sales Management, Team Building, Warranty, B2B, Process Improvement, Selling, Market Planning, Reynolds & Reynolds, Customer Service, Strategic Planning, Sales Process, Sales, Automotive Repair, Profit Optimization, Business Strategy, Direct Sales, Negotiation, Inventory Management, Product Development, Market Analysis, Pricing, Successful Negotiation, Purchasing, Product Marketing, Competitive Analysis, Business, Continuous Improvement, Income Statement, Operations Management, Management, Gross Profit, Forecasting, Executive Management
Education
University of Dayton 1974 — 1978
BS, Accounting
University of New Haven
BMW of Ridgefield and BMW of Bridgeport 2002 - Present
Marketing Corporation of America 1986 - 2000
Laventhol and Horwath 1981 - 1985
Deloitte & Touche 1978 - 1981
Skills
Automotive, Automotive Aftermarket, Vehicles, Dealers, Automobile, Dealer Management, Customer Retention, Reynolds, Profit, Retail, Fleet Management, Sales Operations, Parts, New Business Development, Customer Satisfaction, Business Planning, Marketing Strategy, Sales Management, Team Building, Warranty, B2B, Process Improvement, Selling, Market Planning, Reynolds & Reynolds, Customer Service, Strategic Planning, Sales Process, Sales, Automotive Repair, Profit Optimization, Business Strategy, Direct Sales, Negotiation, Inventory Management, Product Development, Market Analysis, Pricing, Successful Negotiation, Purchasing, Product Marketing, Competitive Analysis, Business, Continuous Improvement, Income Statement, Operations Management, Management, Gross Profit, Forecasting, Executive Management
Education
University of Dayton 1974 — 1978
BS, Accounting
University of New Haven
Scott Leeds Scott Leeds's Laventhol and Horwath Experience November 1988 - September 1990
Job CFO at RSA Engineered Products
Industry Aviation & Aerospace
Experience
RSA Engineered Products July 2013 - Present
Senior Aerospace SSP 2001 - 2013
Punch Press Product, Inc. April 1998 - August 2001
Modern Faucet Manufacturing Co January 1994 - April 1998
CPA Private Practace January 1992 - December 1993
White on White Clothier, Inc. September 1990 - December 1992
Laventhol and Horwath November 1988 - September 1990
Weber Lipshie June 1987 - September 1988
Stonefield Josephson July 1985 - June 1987
Skills
Manufacturing, Cross-functional Team..., Six Sigma, Process Improvement, Aerospace, Lean Manufacturing, Management, Change Management, Logistics, Financial Reporting, Team Leadership, Strategic Planning, Risk Management, ERP, Team Building, Continuous Improvement, Operations Management, Forecasting, Kaizen, Contract Negotiation, Process Engineering, Business Process..., Program Management, Supply Chain Management, MRP, Negotiation, Budgets, Leadership, Value Stream Mapping, Project Planning, Finance, Mergers & Acquisitions, Product Development, Accounting, Start-ups, Managerial Finance, Integration
Education
San Diego State University-California State University 1981 — 1985
Bachelor of Science (BS), Accounting
William Howard Taft High School 1979 — 1981
Highschool Diploma
RSA Engineered Products July 2013 - Present
Senior Aerospace SSP 2001 - 2013
Punch Press Product, Inc. April 1998 - August 2001
Modern Faucet Manufacturing Co January 1994 - April 1998
CPA Private Practace January 1992 - December 1993
White on White Clothier, Inc. September 1990 - December 1992
Laventhol and Horwath November 1988 - September 1990
Weber Lipshie June 1987 - September 1988
Stonefield Josephson July 1985 - June 1987
Skills
Manufacturing, Cross-functional Team..., Six Sigma, Process Improvement, Aerospace, Lean Manufacturing, Management, Change Management, Logistics, Financial Reporting, Team Leadership, Strategic Planning, Risk Management, ERP, Team Building, Continuous Improvement, Operations Management, Forecasting, Kaizen, Contract Negotiation, Process Engineering, Business Process..., Program Management, Supply Chain Management, MRP, Negotiation, Budgets, Leadership, Value Stream Mapping, Project Planning, Finance, Mergers & Acquisitions, Product Development, Accounting, Start-ups, Managerial Finance, Integration
Education
San Diego State University-California State University 1981 — 1985
Bachelor of Science (BS), Accounting
William Howard Taft High School 1979 — 1981
Highschool Diploma
Sherryl A. Lindish, CPA, MST Sherryl A. Lindish, CPA, MST's Laventhol and Horwath Experience August 1988 - November 1990
Job Tax Senior Manager at Plante Moran
Industry Accounting
Experience
Plante Moran December 1993 - Present
Harris Bank December 1991 - December 1993
Blackman Kallick December 1990 - December 1991
Laventhol and Horwath August 1988 - November 1990
Skills
Tax, Income Tax, High Net Worth..., Tax Advisory, Trusts, Partnership Taxation, S Corporations, Tax Preparation, Tax Returns, Accounting, Financial Planners
Education
DePaul University 1990 — 1993
MST, Taxation
DePaul University 1986 — 1988
B.S.C, Accounting
Moraine Valley Community College 1984 — 1986
AS, Business
Plante Moran December 1993 - Present
Harris Bank December 1991 - December 1993
Blackman Kallick December 1990 - December 1991
Laventhol and Horwath August 1988 - November 1990
Skills
Tax, Income Tax, High Net Worth..., Tax Advisory, Trusts, Partnership Taxation, S Corporations, Tax Preparation, Tax Returns, Accounting, Financial Planners
Education
DePaul University 1990 — 1993
MST, Taxation
DePaul University 1986 — 1988
B.S.C, Accounting
Moraine Valley Community College 1984 — 1986
AS, Business
Keith Kloza, CPA, ARM, MSF Keith Kloza, CPA, ARM, MSF's Laventhol and Horwath Experience 1982 - 1986
Job Manager of Financial Surveillance and Company Licensing at Commonwealth of Massachusetts Division of Insurance
Industry Financial Services
Experience
Commonwealth of Massachusetts October 2011 - Present
John Hancock Financial Services August 2005 - March 2010
Lumber Mutual Insurance Company January 2001 - July 2005
FM Global (formerly Arkwright Mutual Insurance Company) 2000 - 2001
Arkwright Mutual Insurance Company 1986 - 2000
Laventhol and Horwath 1982 - 1986
Anstiss & Co., P.C. (formerly Anstiss & Kavanaugh CPAs) 1978 - 1982
Skills
Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Due Diligence, Auditing, Insurance, Forecasting, Mergers, Accounting, Finance, Mergers & Acquisitions, Internal Controls, Budgets, Process Improvement, Analysis
Education
Bentley University
MSF, Finance
University of Massachusetts, Amherst
BBA, Accounting
Phillips Academy
Commonwealth of Massachusetts October 2011 - Present
John Hancock Financial Services August 2005 - March 2010
Lumber Mutual Insurance Company January 2001 - July 2005
FM Global (formerly Arkwright Mutual Insurance Company) 2000 - 2001
Arkwright Mutual Insurance Company 1986 - 2000
Laventhol and Horwath 1982 - 1986
Anstiss & Co., P.C. (formerly Anstiss & Kavanaugh CPAs) 1978 - 1982
Skills
Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Due Diligence, Auditing, Insurance, Forecasting, Mergers, Accounting, Finance, Mergers & Acquisitions, Internal Controls, Budgets, Process Improvement, Analysis
Education
Bentley University
MSF, Finance
University of Massachusetts, Amherst
BBA, Accounting
Phillips Academy
Patricia Kosakowski Patricia Kosakowski's Laventhol and Horwath Experience February 1987 - March 1988
Job Accounting Manager at Northern Stamping
Industry Accounting
Experience
Northern Stamping April 2014 - Present
With 20 plus years of experience November 2012 - Present
Resources Global Professionals April 1999 - November 2012
Rooney Optical, Inc. August 1993 - April 1999
Laventhol and Horwath February 1987 - March 1988
J.B. Robinson January 1984 - January 1987
United States June 1976 - June 1980
Skills
Internal Controls, Accounting, Auditing, Financial Analysis, Cash Management, Sarbanes-Oxley Act, Financial Reporting, Account Reconciliation, Finance, Process Improvement, Intercompany Accounts, General Ledger, Microsoft Excel, Foreign Currency..., Foreign Currency..., Employee Training, Streamlining Work..., Internal Audit, Analysis, Variance Analysis
Education
Baldwin-Wallace College 1986 — 1989
Bachelor in Arts in Business Administration, Accounting, Finance and Management
Gulf Coast Community College 1981 — 1983
Associate of Arts (A.A.), Accounting and Business/Management
Northern Stamping April 2014 - Present
With 20 plus years of experience November 2012 - Present
Resources Global Professionals April 1999 - November 2012
Rooney Optical, Inc. August 1993 - April 1999
Laventhol and Horwath February 1987 - March 1988
J.B. Robinson January 1984 - January 1987
United States June 1976 - June 1980
Skills
Internal Controls, Accounting, Auditing, Financial Analysis, Cash Management, Sarbanes-Oxley Act, Financial Reporting, Account Reconciliation, Finance, Process Improvement, Intercompany Accounts, General Ledger, Microsoft Excel, Foreign Currency..., Foreign Currency..., Employee Training, Streamlining Work..., Internal Audit, Analysis, Variance Analysis
Education
Baldwin-Wallace College 1986 — 1989
Bachelor in Arts in Business Administration, Accounting, Finance and Management
Gulf Coast Community College 1981 — 1983
Associate of Arts (A.A.), Accounting and Business/Management
Barry Knaster's Laventhol and Horwath Experience 1980 - 1989
Job President at The Knaster Technology Group
Industry Computer Software
Experience
The Knaster Technology Group 1990 - Present
Laventhol and Horwath 1980 - 1989
Skills
Microsoft Dynamics, Microsoft CRM, ERP, Professional Services, Great Plains Software, Business Analysis, Business Intelligence, SaaS, Cloud Computing, SharePoint
Education
University of Colorado at Boulder - Leeds School of Business 1976 — 1980
Business, Business
The Knaster Technology Group 1990 - Present
Laventhol and Horwath 1980 - 1989
Skills
Microsoft Dynamics, Microsoft CRM, ERP, Professional Services, Great Plains Software, Business Analysis, Business Intelligence, SaaS, Cloud Computing, SharePoint
Education
University of Colorado at Boulder - Leeds School of Business 1976 — 1980
Business, Business
Cindy Ravitch Cindy Ravitch's Laventhol and Horwath Experience August 1984 - September 1987
Job CFO at MRops, Inc.
Industry Market Research
Experience
MRops, Inc. October 2011 - Present
AnswerNet February 2010 - October 2011
Advanta October 2006 - February 2010
SSG Capital Advisors March 2005 - October 2006
TNS January 1998 - March 2005
Nutrisystem September 1987 - December 1997
Laventhol and Horwath August 1984 - September 1987
Education
Temple University - Fox School of Business and Management 1980 — 1984
Bachelors, Accounting
MRops, Inc. October 2011 - Present
AnswerNet February 2010 - October 2011
Advanta October 2006 - February 2010
SSG Capital Advisors March 2005 - October 2006
TNS January 1998 - March 2005
Nutrisystem September 1987 - December 1997
Laventhol and Horwath August 1984 - September 1987
Education
Temple University - Fox School of Business and Management 1980 — 1984
Bachelors, Accounting
Marianne Cirone Marianne Cirone's Laventhol and Horwath Experience 1984 - 1987
Job Wellness Coordinator at LivingWell Cancer Resource Center, Northwestern Medicine
Industry Hospital & Health Care
Experience
LivingWell Cancer Resource Center, Northwestern Medicine October 2007 - February 2015
Jade Mgmt. January 1991 - December 2007
Rush University Medical Center 1987 - 1990
Laventhol and Horwath 1984 - 1987
Rush Presbyterian St. Luke's Medical Center 1982 - 1984
Skills
Certified Yoga..., Reiki Master..., Wellness, Reiki, Yoga, Fitness, Holistic Health, Creative Writing, Stress Management, Teaching, Meditation, Marketing, Public Relations, Wellbeing, Healthcare, Nutrition, Program Management, Lifestyle Coaching, Health Education, Wellness Coaching, Lifestyle, Stress, Nutritional Counseling, Nutrition Education, Corporations, Fitness Training, Health Promotion, Weight Management, Pain Management, Personal Training
Education
Antioch University Los Angeles 2009 — 2012
MFA, Creative Writing
Rush University 1982 — 1984
M.S., Health Systems Management
University of Illinois at Urbana-Champaign 1978 — 1982
B.S., Marketing
LivingWell Cancer Resource Center, Northwestern Medicine October 2007 - February 2015
Jade Mgmt. January 1991 - December 2007
Rush University Medical Center 1987 - 1990
Laventhol and Horwath 1984 - 1987
Rush Presbyterian St. Luke's Medical Center 1982 - 1984
Skills
Certified Yoga..., Reiki Master..., Wellness, Reiki, Yoga, Fitness, Holistic Health, Creative Writing, Stress Management, Teaching, Meditation, Marketing, Public Relations, Wellbeing, Healthcare, Nutrition, Program Management, Lifestyle Coaching, Health Education, Wellness Coaching, Lifestyle, Stress, Nutritional Counseling, Nutrition Education, Corporations, Fitness Training, Health Promotion, Weight Management, Pain Management, Personal Training
Education
Antioch University Los Angeles 2009 — 2012
MFA, Creative Writing
Rush University 1982 — 1984
M.S., Health Systems Management
University of Illinois at Urbana-Champaign 1978 — 1982
B.S., Marketing
Robert G. Rice's Laventhol and Horwath Experience 1979 - 1981
Job Owner, Robert G. Rice, P.C.
Industry Accounting
Experience
Robert G. Rice, P.C. 1980 - Present
Laventhol and Horwath 1979 - 1981
Skills
Accounting, Tax, Financial Reporting, Tax Preparation, Financial Analysis, Mergers, Investments, Corporate Tax, Income Tax, CPA, CRM, Mergers & Acquisitions, Management, Management Consulting, Small Business, Due Diligence, Strategic Financial..., Finance, Tax Accounting, Executive Management, Tax Returns, Restructuring, Private Equity, Tax Research, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
MST, Taxation
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1978
MBA, Finance
Bentley College 1973 — 1977
BS, Accounting
Robert G. Rice, P.C. 1980 - Present
Laventhol and Horwath 1979 - 1981
Skills
Accounting, Tax, Financial Reporting, Tax Preparation, Financial Analysis, Mergers, Investments, Corporate Tax, Income Tax, CPA, CRM, Mergers & Acquisitions, Management, Management Consulting, Small Business, Due Diligence, Strategic Financial..., Finance, Tax Accounting, Executive Management, Tax Returns, Restructuring, Private Equity, Tax Research, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
MST, Taxation
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1978
MBA, Finance
Bentley College 1973 — 1977
BS, Accounting
Lois Moss Lois Moss's Laventhol and Horwath Experience 1983 - 1987
Job Founder, Walk+Roll Cleveland
Industry Marketing and Advertising
Experience
Rodale and Bicycling Magazine 2005 - 2010
Walk+Roll Cleveland 2005 - 2010
Century Cycles 1992 - 2005
Jacobs Visconsi Jacobs 1987 - 1992
Stoy Hayward 1987 - 1987
Laventhol and Horwath 1983 - 1987
Education
The University of Akron 1980 — 1983
BS in Accounting
Rodale and Bicycling Magazine 2005 - 2010
Walk+Roll Cleveland 2005 - 2010
Century Cycles 1992 - 2005
Jacobs Visconsi Jacobs 1987 - 1992
Stoy Hayward 1987 - 1987
Laventhol and Horwath 1983 - 1987
Education
The University of Akron 1980 — 1983
BS in Accounting
Cindy Cisek Cindy Cisek's Laventhol and Horwath Experience January 1982 - July 1985
Job CPA
Industry Accounting
Experience
BTH Accountants January 2009 - June 2013
Hortons Home Lighting of LaGrange October 2001 - January 2009
VMS Realty Inc August 1985 - April 1988
Laventhol and Horwath January 1982 - July 1985
Skills
Tax, Auditing, QuickBooks
Education
DePaul University 1978 — 1982
Bachelor of Science, Accounting
BTH Accountants January 2009 - June 2013
Hortons Home Lighting of LaGrange October 2001 - January 2009
VMS Realty Inc August 1985 - April 1988
Laventhol and Horwath January 1982 - July 1985
Skills
Tax, Auditing, QuickBooks
Education
DePaul University 1978 — 1982
Bachelor of Science, Accounting
Lee Mooney Lee Mooney's Laventhol and Horwath Experience 1988 - 1989
Job Principal at Lean on Lee and Legislative Assistant at Office of State Representative Mary Jo Daley
Industry Individual & Family Services
Experience
Lean on Lee April 2015 - Present
Office of State Representative Mary Jo Daley February 2015 - Present
SAFARI Montage September 2010 - December 2012
Library Video Company 1998 - 2009
Risk Management Association 1990 - 1992
AIDS Library of Philadelphia 1989 - 1990
Laventhol and Horwath 1988 - 1989
CBS, Inc. (Broadcast Group) 1984 - 1986
Skills
Online Research, Library Science, Library Research, Taxonomy, Special Libraries, Supervision, Writing, Editing, Microsoft Word, Microsoft Office, Research, Reference, Educational Technology, Educational Video, Educational Media, Administrative..., RFP, RFP experience, Procedure Creation, Non-profits, K-12 Education, Vendor Relationships, Vendor Management, Vendor Management..., Sales Process
Education
New York University
BFA, Film Production
University of North Carolina at Chapel Hill
Masters of Science in Information and Library Science, Library Science
Villanova University
Paralegal Certificate
Lean on Lee April 2015 - Present
Office of State Representative Mary Jo Daley February 2015 - Present
SAFARI Montage September 2010 - December 2012
Library Video Company 1998 - 2009
Risk Management Association 1990 - 1992
AIDS Library of Philadelphia 1989 - 1990
Laventhol and Horwath 1988 - 1989
CBS, Inc. (Broadcast Group) 1984 - 1986
Skills
Online Research, Library Science, Library Research, Taxonomy, Special Libraries, Supervision, Writing, Editing, Microsoft Word, Microsoft Office, Research, Reference, Educational Technology, Educational Video, Educational Media, Administrative..., RFP, RFP experience, Procedure Creation, Non-profits, K-12 Education, Vendor Relationships, Vendor Management, Vendor Management..., Sales Process
Education
New York University
BFA, Film Production
University of North Carolina at Chapel Hill
Masters of Science in Information and Library Science, Library Science
Villanova University
Paralegal Certificate
Mara Jaffe Mara Jaffe's Laventhol and Horwath Experience January 1984 - April 1986
Job at Squar, Milner, Peterson, Miranda, and Williamson, LLP
Industry Accounting
Experience
Squar, Milner, Peterson, Miranda, and Williamson, LLP March 2011 - Present
White Zuckerman Warsavsky Luna Wolf & Hunt, LLP 1999 - March 2011
Anthony Bonenfant and Co 1988 - 1998
Angeles Corporation May 1986 - December 1987
Laventhol and Horwath January 1984 - April 1986
Skills
Tax, Auditing, Accounting, Finance, Financial Reporting, CPA, Tax Returns, Financial Planners, Financial Statements, Forensic Accounting, Financial Audits, Income Tax, US GAAP, Financial Analysis, GAAP
Education
California State University-Northridge 1980 — 1984
BS, Business Administration, specializing in Accounting Theory and Practice
University of California, Santa Barbara 1977 — 1980
Economics
Squar, Milner, Peterson, Miranda, and Williamson, LLP March 2011 - Present
White Zuckerman Warsavsky Luna Wolf & Hunt, LLP 1999 - March 2011
Anthony Bonenfant and Co 1988 - 1998
Angeles Corporation May 1986 - December 1987
Laventhol and Horwath January 1984 - April 1986
Skills
Tax, Auditing, Accounting, Finance, Financial Reporting, CPA, Tax Returns, Financial Planners, Financial Statements, Forensic Accounting, Financial Audits, Income Tax, US GAAP, Financial Analysis, GAAP
Education
California State University-Northridge 1980 — 1984
BS, Business Administration, specializing in Accounting Theory and Practice
University of California, Santa Barbara 1977 — 1980
Economics
David Levin David Levin's Laventhol and Horwath Experience July 1985 - November 1990
Job Vice President Hardgoods at Airgas Inc.
Industry Wholesale
Experience
Airgas Inc. March 1992 - Present
Margolis and Company November 1990 - March 1992
Laventhol and Horwath July 1985 - November 1990
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelors, Business Administration/Accounting
Airgas Inc. March 1992 - Present
Margolis and Company November 1990 - March 1992
Laventhol and Horwath July 1985 - November 1990
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelors, Business Administration/Accounting
Gerry Orr Gerry Orr's Laventhol and Horwath Experience 1985 - 1987
Job Owner, Alberta Mortgages
Industry Financial Services
Experience
Alberta Mortgages January 2001 - Present
Goldray Industries January 2009 - November 2010
Nissan Canada Inc. 1989 - 1997
Laventhol and Horwath 1985 - 1987
Skills
Investment Properties, Loans, Real Estate, Credit, Negotiation, commercial finance, mortgage broker, mezzanine lending, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Mezzanine, Real Estate Economics, Residential Homes, Investments, Real Estate Financing, Mortgage Lending, Commercial Finance
Education
University of Saskatchewan 1980 — 1985
B.Comm, Accounting / Finance
The University of British Columbia
Mortgage Brokers Diploma, Mortgage Finance
Alberta Mortgages January 2001 - Present
Goldray Industries January 2009 - November 2010
Nissan Canada Inc. 1989 - 1997
Laventhol and Horwath 1985 - 1987
Skills
Investment Properties, Loans, Real Estate, Credit, Negotiation, commercial finance, mortgage broker, mezzanine lending, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Mezzanine, Real Estate Economics, Residential Homes, Investments, Real Estate Financing, Mortgage Lending, Commercial Finance
Education
University of Saskatchewan 1980 — 1985
B.Comm, Accounting / Finance
The University of British Columbia
Mortgage Brokers Diploma, Mortgage Finance
Debbie Baldwin Debbie Baldwin's Laventhol and Horwath Experience 1985 - 1992
Job CPA
Industry Accounting
Experience
MRops, Inc. 2013 - 2013
MediciGlobal January 2004 - September 2012
Triangle Container Corporation 2000 - 2003
Margolis and Company 1992 - 1999
Laventhol and Horwath 1985 - 1992
Skills
Market Research, Healthcare, Accounting, Mergers & Acquisitions, Due Diligence, Microsoft Excel, Project Management, Process Improvement, Strategic Planning, Financial Reporting, Restructuring, Financial Analysis, SEC filings, CPA, Data Analysis, Human Resources, Mergers, Management, Strategy, Business Analysis, Microsoft Office, Private Equity
Education
Temple University - Fox School of Business and Management 1983 — 1985
Business Administration, Accounting
Monroe Community College 1979 — 1981
Associates, Accounting
MRops, Inc. 2013 - 2013
MediciGlobal January 2004 - September 2012
Triangle Container Corporation 2000 - 2003
Margolis and Company 1992 - 1999
Laventhol and Horwath 1985 - 1992
Skills
Market Research, Healthcare, Accounting, Mergers & Acquisitions, Due Diligence, Microsoft Excel, Project Management, Process Improvement, Strategic Planning, Financial Reporting, Restructuring, Financial Analysis, SEC filings, CPA, Data Analysis, Human Resources, Mergers, Management, Strategy, Business Analysis, Microsoft Office, Private Equity
Education
Temple University - Fox School of Business and Management 1983 — 1985
Business Administration, Accounting
Monroe Community College 1979 — 1981
Associates, Accounting
Larry Neems CPA Larry Neems CPA's Laventhol and Horwath Experience September 1983 - July 1984
Job CFO at Conuity Software LLC
Industry Information Technology and Services
Experience
Conuity Software LLC January 2015 - Present
Forrad Inc. (Formerly Known as iTRACS Corporation) June 2010 - December 2014
Landmark Merchant Solutions January 2001 - January 2011
Friduss, Lukee, Schiff & CO, PC (purchased by the Reznick Group) August 1984 - December 2000
Laventhol and Horwath September 1983 - July 1984
Gladstone and Chain November 1978 - August 1983
Skills
Competitive Analysis, Cross-functional Team..., Management, Strategic Planning, Leadership, Personnel Management, Corporate Finance, Financial Analysis, Executive Management, Forecasting, Policy, Mergers & Acquisitions, Business Planning, Professional Services, Human Resources, Budgets, Financial Services, Strategy, Contract Negotiation, Employee Benefits, Banking, Finance, Manufacturing, Start-ups, Cloud Computing, Investments, Accounting, Cash Management, Team Building, Change Management, Financial Reporting, Auditing, Real Estate, Loans, Portfolio Management, Enterprise Software, Mergers, Managerial Finance, Sales Management, Due Diligence, Venture Capital, SEC filings, Restructuring, Payroll, Private Equity, GAAP, Internal Controls, Negotiation, Data Center, Strategic Financial...
Education
Boston University Questrom School of Business 1976 — 1978
BSBA, Accounting
University of Tampa 1974 — 1976
Accounting
Conuity Software LLC January 2015 - Present
Forrad Inc. (Formerly Known as iTRACS Corporation) June 2010 - December 2014
Landmark Merchant Solutions January 2001 - January 2011
Friduss, Lukee, Schiff & CO, PC (purchased by the Reznick Group) August 1984 - December 2000
Laventhol and Horwath September 1983 - July 1984
Gladstone and Chain November 1978 - August 1983
Skills
Competitive Analysis, Cross-functional Team..., Management, Strategic Planning, Leadership, Personnel Management, Corporate Finance, Financial Analysis, Executive Management, Forecasting, Policy, Mergers & Acquisitions, Business Planning, Professional Services, Human Resources, Budgets, Financial Services, Strategy, Contract Negotiation, Employee Benefits, Banking, Finance, Manufacturing, Start-ups, Cloud Computing, Investments, Accounting, Cash Management, Team Building, Change Management, Financial Reporting, Auditing, Real Estate, Loans, Portfolio Management, Enterprise Software, Mergers, Managerial Finance, Sales Management, Due Diligence, Venture Capital, SEC filings, Restructuring, Payroll, Private Equity, GAAP, Internal Controls, Negotiation, Data Center, Strategic Financial...
Education
Boston University Questrom School of Business 1976 — 1978
BSBA, Accounting
University of Tampa 1974 — 1976
Accounting
Melinda Rath Sanderson's Laventhol and Horwath Experience 1984 - 1986
Job Director of Mentoring Upstate NYS, ESD
Industry Executive Office
Experience
New York State -Empire State Development July 2015 - Present
BDx Consulting April 2014 - July 2015
Canisius College 2010 - 2013
Canisius College 2003 - 2013
Convention & Visitors Bureau of Greater Cleveland 1995 - 2003
MELINDA R. SANDERSON, INC. 1995 - 2003
Nestle 1988 - 1995
Westin Hotels 1987 - 1988
Laventhol and Horwath 1984 - 1986
Skills
Nonprofits, Sales, Fundraising, Small Business, Public Relations, Event Planning, Public Speaking, Marketing, Leadership, Team Building, Marketing Strategy, Strategic Planning, Higher Education, Real Estate, Social Media, Leadership Development, Event Management, Program Development, Hospitality, Hotels, Federal Government..., Lobbying, Public Advocacy, Social Networking, Negotiation, Budgets, Non-profits, Financial Analysis, Business Planning, Coaching, Advertising, Media Relations, Management, Start-ups, Ownership, New Business Development, Strategy, Staff Development, Entrepreneurship, Business Development, Program Management, Contract Negotiation, Management Consulting, Project Planning, Teaching, Change Management, Executive Management, Customer Service
Education
Canisius College 2006 — 2011
Master of Business Administration (M.B.A.)
University of Denver 1982 — 1984
Bachelor of Arts (B.A.), Hotel Restaurant Management (HRM)
University of New Hampshire 1980 — 1982
BA in Business Administration, Hotel Restaurant Management
The Buffalo Seminary 1976 — 1980
Regent's Diploma
Leadership Buffalo
Leadership Buffalo
New York State -Empire State Development July 2015 - Present
BDx Consulting April 2014 - July 2015
Canisius College 2010 - 2013
Canisius College 2003 - 2013
Convention & Visitors Bureau of Greater Cleveland 1995 - 2003
MELINDA R. SANDERSON, INC. 1995 - 2003
Nestle 1988 - 1995
Westin Hotels 1987 - 1988
Laventhol and Horwath 1984 - 1986
Skills
Nonprofits, Sales, Fundraising, Small Business, Public Relations, Event Planning, Public Speaking, Marketing, Leadership, Team Building, Marketing Strategy, Strategic Planning, Higher Education, Real Estate, Social Media, Leadership Development, Event Management, Program Development, Hospitality, Hotels, Federal Government..., Lobbying, Public Advocacy, Social Networking, Negotiation, Budgets, Non-profits, Financial Analysis, Business Planning, Coaching, Advertising, Media Relations, Management, Start-ups, Ownership, New Business Development, Strategy, Staff Development, Entrepreneurship, Business Development, Program Management, Contract Negotiation, Management Consulting, Project Planning, Teaching, Change Management, Executive Management, Customer Service
Education
Canisius College 2006 — 2011
Master of Business Administration (M.B.A.)
University of Denver 1982 — 1984
Bachelor of Arts (B.A.), Hotel Restaurant Management (HRM)
University of New Hampshire 1980 — 1982
BA in Business Administration, Hotel Restaurant Management
The Buffalo Seminary 1976 — 1980
Regent's Diploma
Leadership Buffalo
Leadership Buffalo
Darren Schulman's Laventhol and Horwath Experience September 1979 - April 1982
Job CAPIFY
Industry Financial Services
Experience
CAPIFY November 2009 - Present
MRS Associates Inc May 2003 - May 2010
Darren Schulman November 2002 - May 2003
Connecticut Bank of Commerce March 2002 - January 2003
MTB Bank March 1983 - March 2002
Laventhol and Horwath September 1979 - April 1982
Skills
Finance, Credit, Negotiation, Start-ups, Mergers, Leadership, Sales, Banking, Risk Management, Financial Analysis, Recruiting, Forecasting, Due Diligence, Analysis, Loans, Accounting, Investments, Budgets, Call Centers, Management, Outsourcing, Executive Management, Mergers & Acquisitions, Business Development, Financial Services, Fundraising, Executive Development, New Business Development, Strategy, Executive Coaching, Credit Cards, Business Planning, Business Strategy, Financial Modeling, Portfolio Management
Education
City University of New York-Brooklyn College 1975 — 1979
BS, Accounting
madison high school 1971 — 1975
CAPIFY November 2009 - Present
MRS Associates Inc May 2003 - May 2010
Darren Schulman November 2002 - May 2003
Connecticut Bank of Commerce March 2002 - January 2003
MTB Bank March 1983 - March 2002
Laventhol and Horwath September 1979 - April 1982
Skills
Finance, Credit, Negotiation, Start-ups, Mergers, Leadership, Sales, Banking, Risk Management, Financial Analysis, Recruiting, Forecasting, Due Diligence, Analysis, Loans, Accounting, Investments, Budgets, Call Centers, Management, Outsourcing, Executive Management, Mergers & Acquisitions, Business Development, Financial Services, Fundraising, Executive Development, New Business Development, Strategy, Executive Coaching, Credit Cards, Business Planning, Business Strategy, Financial Modeling, Portfolio Management
Education
City University of New York-Brooklyn College 1975 — 1979
BS, Accounting
madison high school 1971 — 1975
Tere Valcarcel Tere Valcarcel's Laventhol and Horwath Experience 1984 - 1988
Job CFO at Englert Inc
Industry Building Materials
Experience
Englert Inc February 1988 - Present
Laventhol and Horwath 1984 - 1988
Polakoff Brothers & Leen PA 1981 - 1984
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1981
Bachelor of Arts (B.A.), Accounting
Englert Inc February 1988 - Present
Laventhol and Horwath 1984 - 1988
Polakoff Brothers & Leen PA 1981 - 1984
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1981
Bachelor of Arts (B.A.), Accounting
Teresa Hegg Teresa Hegg's Laventhol and Horwath Experience January 1983 - January 1988
Job Private Equity: Accounting, Tax and Finance
Industry Online Media
Experience
American Infrastructure MLP January 2008 - Present
Teresa Hegg Consulting February 1997 - December 2007
GameSpot January 1996 - January 1997
Hanford Healy Asset Management June 1992 - July 1995
Hanford/Healy Asset Management Company 1992 - 1995
Shearson Lehman Mortgage Corp January 1990 - January 1991
Western Digital Corporation January 1988 - January 1990
Laventhol and Horwath January 1983 - January 1988
Skills
Finance, Tax, International Tax, Real Estate Accounting, Private Equity, Compliance, Financial Audits, Internal Audit, Corporate Finance, Return on Investment, US GAAP, US GAAP reporting, FIN 48, FAS 157, Accounting, Tax Accounting
Education
Golden Gate University
MS, Taxation
University of Iowa
BA, Business; Accounting
American Infrastructure MLP January 2008 - Present
Teresa Hegg Consulting February 1997 - December 2007
GameSpot January 1996 - January 1997
Hanford Healy Asset Management June 1992 - July 1995
Hanford/Healy Asset Management Company 1992 - 1995
Shearson Lehman Mortgage Corp January 1990 - January 1991
Western Digital Corporation January 1988 - January 1990
Laventhol and Horwath January 1983 - January 1988
Skills
Finance, Tax, International Tax, Real Estate Accounting, Private Equity, Compliance, Financial Audits, Internal Audit, Corporate Finance, Return on Investment, US GAAP, US GAAP reporting, FIN 48, FAS 157, Accounting, Tax Accounting
Education
Golden Gate University
MS, Taxation
University of Iowa
BA, Business; Accounting
Lisa Rich MBA CPA CFE Lisa Rich MBA CPA CFE's Laventhol and Horwath Experience 1989 - 1990
Job Chief Financial Specialist Financial One Accounting Inc.
Industry Financial Services
Experience
Financial One Accounting Inc. February 2012 - Present
CIG CORP January 2009 - February 2012
JET THEATRE 2008 - 2009
BLOOMFIELD PLAYERS COMMUNITY THEATRE 2004 - 2008
INFORMED ACCOUNTANTS, LLC 1997 - 2004
THE WHALL GROUP 1995 - 1996
INTERNATIONAL UAW 1991 - 1994
PLANTE & MORAN 1989 - 1990
Laventhol and Horwath 1989 - 1990
PEAT, MARWICK 1984 - 1987
Skills
Accounting, Financial Reporting, Auditing, Audit, Internal Controls, Problem Solving, Quickbooks, Small Business, Managerial Finance, Leadership, Strategy, Budgets, Management, Analysis, Financial Analysis, QuickBooks, Strategic Planning, Finance, Internal Audit
Education
Ivey Business School at Western University 1975 — 1979
HBA, Business
University of Windsor
Ivey School of Business Administration Masters, Business Administration
Financial One Accounting Inc. February 2012 - Present
CIG CORP January 2009 - February 2012
JET THEATRE 2008 - 2009
BLOOMFIELD PLAYERS COMMUNITY THEATRE 2004 - 2008
INFORMED ACCOUNTANTS, LLC 1997 - 2004
THE WHALL GROUP 1995 - 1996
INTERNATIONAL UAW 1991 - 1994
PLANTE & MORAN 1989 - 1990
Laventhol and Horwath 1989 - 1990
PEAT, MARWICK 1984 - 1987
Skills
Accounting, Financial Reporting, Auditing, Audit, Internal Controls, Problem Solving, Quickbooks, Small Business, Managerial Finance, Leadership, Strategy, Budgets, Management, Analysis, Financial Analysis, QuickBooks, Strategic Planning, Finance, Internal Audit
Education
Ivey Business School at Western University 1975 — 1979
HBA, Business
University of Windsor
Ivey School of Business Administration Masters, Business Administration
Nancy E. Kelly Nancy E. Kelly's Laventhol and Horwath Experience January 1989 - 1992
Job NE Kelly & Associates, LLC, Full Service CPA Firm
Industry Accounting
Experience
NE Kelly & Associates, LLC January 1995 - Present
New York University May 2009 - May 2012
U.S. Department of Housing and Urban Development April 2010 - March 2012
CBIZ Tofias January 2001 - January 2002
Third Sector Development Corporation January 1985 - August 2001
The Commonwealth of Massachusetts Operational Services Division January 1986 - January 1992
Laventhol and Horwath January 1989 - 1992
Skills
QuickBooks, Pro Advisor, Auditing, Not for Profit Mergers, Capital Budgeting, Internal Controls, Non-profits, Accounting, Philanthropy, Tax, Financial Statements, GAAP, Mergers, Due Diligence, Grants, Public Speaking, Organizational..., Financial Analysis, Financial Reporting
Education
Art Students League of New York 2003 — 2019
Certificate, Drawing
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1991
MST, Taxation
Boston College 1985 — 1990
Bachelor of Science (BS), Accounting
Laboure Jr. College 1978 — 1980
Nursing, Nursing
Katherine Gibbs School
Certified Graduate, Secretarial Course One Year Program, Certified Graduate
NE Kelly & Associates, LLC January 1995 - Present
New York University May 2009 - May 2012
U.S. Department of Housing and Urban Development April 2010 - March 2012
CBIZ Tofias January 2001 - January 2002
Third Sector Development Corporation January 1985 - August 2001
The Commonwealth of Massachusetts Operational Services Division January 1986 - January 1992
Laventhol and Horwath January 1989 - 1992
Skills
QuickBooks, Pro Advisor, Auditing, Not for Profit Mergers, Capital Budgeting, Internal Controls, Non-profits, Accounting, Philanthropy, Tax, Financial Statements, GAAP, Mergers, Due Diligence, Grants, Public Speaking, Organizational..., Financial Analysis, Financial Reporting
Education
Art Students League of New York 2003 — 2019
Certificate, Drawing
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1991
MST, Taxation
Boston College 1985 — 1990
Bachelor of Science (BS), Accounting
Laboure Jr. College 1978 — 1980
Nursing, Nursing
Katherine Gibbs School
Certified Graduate, Secretarial Course One Year Program, Certified Graduate
Patrick Culligan Patrick Culligan's Laventhol and Horwath Experience 1979 - 1981
Job Principal at HREC Investment Advisors Consultant & Broker
Industry Hospitality
Experience
HREC Investment Advisors August 2008 - Present
Hospitality Consulting Group, Inc. 1990 - August 2008
Cooper Hotels 1989 - 1990
IHG 1981 - 1989
Laventhol and Horwath 1979 - 1981
Skills
Hospitality, Market Research, Event Management, Hotels, Hospitality Industry, Negotiation, Hotel Management, Management, Contract Negotiation, Resorts, Hospitality Management, Real Estate Economics, Restaurants, Market Analysis, Management Consulting, Real Estate Development, Investment Properties, Food & Beverage, Customer Service
Education
Cornell University 1976 — 1979
Hotel Administration
Purdue University 1976 — 1977
Hotel, Restaurant & Institutional Management
HREC Investment Advisors August 2008 - Present
Hospitality Consulting Group, Inc. 1990 - August 2008
Cooper Hotels 1989 - 1990
IHG 1981 - 1989
Laventhol and Horwath 1979 - 1981
Skills
Hospitality, Market Research, Event Management, Hotels, Hospitality Industry, Negotiation, Hotel Management, Management, Contract Negotiation, Resorts, Hospitality Management, Real Estate Economics, Restaurants, Market Analysis, Management Consulting, Real Estate Development, Investment Properties, Food & Beverage, Customer Service
Education
Cornell University 1976 — 1979
Hotel Administration
Purdue University 1976 — 1977
Hotel, Restaurant & Institutional Management
Cathy Bauer Cathy Bauer's Laventhol and Horwath Experience 1981 - 1983
Job Software Developer 3 at Primerica Inc
Industry Financial Services
Experience
Primerica 2001 - Present
Primerica 1997 - 2001
Primerica 1994 - 1997
Primerica 1990 - 1994
Primerica 1988 - 1990
Primerica 1985 - 1988
Berman Mills and Company 1984 - 1985
Smith and Raab PC. 1983 - 1984
Laventhol and Horwath 1981 - 1983
Skills
SDLC, Business Analysis, COBOL, DB2, Software Documentation, JCL, SQL, CICS, Troubleshooting, Databases, Testing, Software Development, Requirements Analysis, Database Design, Accounting, Insurance, TSO, VSAM, Microsoft Office, Disaster Recovery, Technical Training, Financial Services, Quality Assurance, Software Project..., Requirements Gathering, ISPF panels, Jazz/Rational Suite, Confidential Data...
Education
Emory University - Goizueta Business School 1977 — 1981
BBA, Accounting
Life Office Management Association 1989 — 1994
Fellow, Insurance
Brentwood Academy 1972 — 1977
Primerica 2001 - Present
Primerica 1997 - 2001
Primerica 1994 - 1997
Primerica 1990 - 1994
Primerica 1988 - 1990
Primerica 1985 - 1988
Berman Mills and Company 1984 - 1985
Smith and Raab PC. 1983 - 1984
Laventhol and Horwath 1981 - 1983
Skills
SDLC, Business Analysis, COBOL, DB2, Software Documentation, JCL, SQL, CICS, Troubleshooting, Databases, Testing, Software Development, Requirements Analysis, Database Design, Accounting, Insurance, TSO, VSAM, Microsoft Office, Disaster Recovery, Technical Training, Financial Services, Quality Assurance, Software Project..., Requirements Gathering, ISPF panels, Jazz/Rational Suite, Confidential Data...
Education
Emory University - Goizueta Business School 1977 — 1981
BBA, Accounting
Life Office Management Association 1989 — 1994
Fellow, Insurance
Brentwood Academy 1972 — 1977
Mindy Hall's Laventhol and Horwath Experience June 1988 - December 1990
Job Outreach Director at Jewish Federation of Central Mass
Industry Nonprofit Organization Management
Experience
jewish federation of Central Mass November 2009 - Present
Life'Styles by Mindy January 2004 - Present
Independent Contractor January 1990 - Present
Laventhol and Horwath June 1988 - December 1990
Murdoch Magazines/News Corp America August 1984 - May 1988
Skills
Community Outreach, Fundraising, Grant Writing, Program Development, Curriculum Development, Event Planning, Team Building, Grants, Social Media, Public Relations, Teaching, Curriculum Design, Public Speaking, Community Development, Marketing, Event Management, Newsletters, Editing, Social Networking
Education
State University of New York at Albany
Bachelor of Arts (BA), Communications
City University of New York-Baruch College
Continuing Education, Creative Writing, NA
Sheffield School of Interior Design
Interior Design
jewish federation of Central Mass November 2009 - Present
Life'Styles by Mindy January 2004 - Present
Independent Contractor January 1990 - Present
Laventhol and Horwath June 1988 - December 1990
Murdoch Magazines/News Corp America August 1984 - May 1988
Skills
Community Outreach, Fundraising, Grant Writing, Program Development, Curriculum Development, Event Planning, Team Building, Grants, Social Media, Public Relations, Teaching, Curriculum Design, Public Speaking, Community Development, Marketing, Event Management, Newsletters, Editing, Social Networking
Education
State University of New York at Albany
Bachelor of Arts (BA), Communications
City University of New York-Baruch College
Continuing Education, Creative Writing, NA
Sheffield School of Interior Design
Interior Design
Robert Hochstadt Robert Hochstadt's Laventhol and Horwath Experience 1981 - 1990
Job Senior Principal at GHP Investment Advisors, Inc.
Industry Financial Services
Experience
GHP Investment Advisors, Inc. 1995 - Present
GHP Horwath, P.C. 1970 - Present
Laventhol and Horwath 1981 - 1990
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Tax, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 1959 — 1965
GHP Investment Advisors, Inc. 1995 - Present
GHP Horwath, P.C. 1970 - Present
Laventhol and Horwath 1981 - 1990
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Tax, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 1959 — 1965
Lauren Dunn, CPA Lauren Dunn, CPA's Laventhol and Horwath Experience 1986 - 1991
Job at
Industry Accounting
Experience
Leidos February 2013 - Present
Hilton Worldwide July 2012 - February 2013
GTSI June 2011 - July 2012
Deltek October 2010 - June 2011
AOL February 2006 - October 2010
Access Intelligence 1997 - 2005
Clark Enterprises, Inc. 1995 - 1997
Laventhol and Horwath 1986 - 1991
Skills
SEC filings, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, Revenue Recognition, Internal Controls, Hyperion Enterprise, US GAAP, Financial Analysis, Auditing, Mergers, CPA, Variance Analysis, Financial Modeling, HFM, Consolidation, Due Diligence, Process Improvement, Mergers, Tax, SEC Filings
Education
American University - Kogod School of Business 1983 — 1986
BS, Accounting / Finance
Leidos February 2013 - Present
Hilton Worldwide July 2012 - February 2013
GTSI June 2011 - July 2012
Deltek October 2010 - June 2011
AOL February 2006 - October 2010
Access Intelligence 1997 - 2005
Clark Enterprises, Inc. 1995 - 1997
Laventhol and Horwath 1986 - 1991
Skills
SEC filings, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, Revenue Recognition, Internal Controls, Hyperion Enterprise, US GAAP, Financial Analysis, Auditing, Mergers, CPA, Variance Analysis, Financial Modeling, HFM, Consolidation, Due Diligence, Process Improvement, Mergers, Tax, SEC Filings
Education
American University - Kogod School of Business 1983 — 1986
BS, Accounting / Finance
Mike Bruner's Laventhol and Horwath Experience January 1984 - May 1987
Job V.P. Finance at Atlanta Motor Speedway
Industry Sports
Experience
Atlanta Motor Speedway May 1989 - Present
Deloitte Haskins and Sells May 1987 - May 1989
Laventhol and Horwath January 1984 - May 1987
Education
University of North Carolina at Charlotte
B.S., Accounting
University of Maryland College Park
B.A., Government and Politics
Atlanta Motor Speedway May 1989 - Present
Deloitte Haskins and Sells May 1987 - May 1989
Laventhol and Horwath January 1984 - May 1987
Education
University of North Carolina at Charlotte
B.S., Accounting
University of Maryland College Park
B.A., Government and Politics
Amy Clayman Amy Clayman's Laventhol and Horwath Experience 1986 - 1990
Job Principal at Financial Fluency LLC Outsourced Accounting Services
Industry Accounting
Experience
Financial Fluency LLC November 2000 - Present
Conversion Technologies International, Inc. January 2003 - Present
Voice Systems Engineering 2001 - Present
Financial Technology Integrators, LLC November 2006 - May 2008
Infosys January 1996 - January 2000
Lenox April 1991 - May 1996
Marcum LLP 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Business Objects, Business Analysis, Predictive Modeling, Financial Fluency LLC -..., Accounting, Business Intelligence, Finance, Business Planning, Strategy, Budgets, Analysis, Managerial Finance, Financial Reporting, Financial Analysis, Management, Auditing, Leadership, Strategic Planning, Consulting, Management Consulting
Education
Temple University 1982 — 1986
BBA, Accounting & Finance
Financial Fluency LLC November 2000 - Present
Conversion Technologies International, Inc. January 2003 - Present
Voice Systems Engineering 2001 - Present
Financial Technology Integrators, LLC November 2006 - May 2008
Infosys January 1996 - January 2000
Lenox April 1991 - May 1996
Marcum LLP 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Business Objects, Business Analysis, Predictive Modeling, Financial Fluency LLC -..., Accounting, Business Intelligence, Finance, Business Planning, Strategy, Budgets, Analysis, Managerial Finance, Financial Reporting, Financial Analysis, Management, Auditing, Leadership, Strategic Planning, Consulting, Management Consulting
Education
Temple University 1982 — 1986
BBA, Accounting & Finance
Steve Dougherty's Laventhol and Horwath Experience April 1982 - May 1986
Job CFO/Controller/Financial Consultant
Industry Accounting
Experience
Connell Consulting Group, LLC 2006 - Present
YMCA of Metro Los Angeles March 2002 - March 2006
McKenzie Willamette Hospital February 1999 - March 2002
St. Vincent Hospital April 1996 - February 1999
St. Francis Medical Center May 1992 - March 1996
Universal Health Services March 1989 - April 1992
PricewaterhouseCoopers April 1986 - March 1989
Laventhol and Horwath April 1982 - May 1986
Skills
Contract Negotiations, Financial Operations, Banking Relationships, Change Management, Negotiation, Team Building, P&L, Income Statement, Contract Negotiation, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Internal Audit, Process Improvement, Auditing, General Ledger, Sarbanes-Oxley, Accounting, Financial Reporting, Finance, Mergers & Acquisitions, Corporate Finance, US GAAP, Management, Analysis, Strategic Planning, Management Consulting, Business Process..., Cash Management, Financial Modeling, GAAP, Executive Management, Banking, ERP, Financial Risk, Leadership, Financial Analysis, PeopleSoft, Financial Statements, Cash Flow, Strategic Financial..., Risk Management, Due Diligence, Investments, Forecasting, Tax, Budgets, Financial Accounting, Consulting, Revenue Recognition
Education
La Salle University - School of Business Administration 1981 — 1983
MBA, Finance
Temple University - Fox School of Business and Management 1975 — 1978
BBA, Accounting
University of Pennsylvania - The Wharton School
MBA, Health Care Management
Connell Consulting Group, LLC 2006 - Present
YMCA of Metro Los Angeles March 2002 - March 2006
McKenzie Willamette Hospital February 1999 - March 2002
St. Vincent Hospital April 1996 - February 1999
St. Francis Medical Center May 1992 - March 1996
Universal Health Services March 1989 - April 1992
PricewaterhouseCoopers April 1986 - March 1989
Laventhol and Horwath April 1982 - May 1986
Skills
Contract Negotiations, Financial Operations, Banking Relationships, Change Management, Negotiation, Team Building, P&L, Income Statement, Contract Negotiation, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Internal Audit, Process Improvement, Auditing, General Ledger, Sarbanes-Oxley, Accounting, Financial Reporting, Finance, Mergers & Acquisitions, Corporate Finance, US GAAP, Management, Analysis, Strategic Planning, Management Consulting, Business Process..., Cash Management, Financial Modeling, GAAP, Executive Management, Banking, ERP, Financial Risk, Leadership, Financial Analysis, PeopleSoft, Financial Statements, Cash Flow, Strategic Financial..., Risk Management, Due Diligence, Investments, Forecasting, Tax, Budgets, Financial Accounting, Consulting, Revenue Recognition
Education
La Salle University - School of Business Administration 1981 — 1983
MBA, Finance
Temple University - Fox School of Business and Management 1975 — 1978
BBA, Accounting
University of Pennsylvania - The Wharton School
MBA, Health Care Management
John P. Sipple's Laventhol and Horwath Experience 1984 - 1985
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 1997 - Present
Imperial Capital Bank February 1996 - August 1997
Koll-Dove (a subsidiary of the Koll Company) 1992 - 1995
Grubb & Ellis 1988 - 1991
Kenneth Leventhal & Co 1985 - 1988
Laventhol and Horwath 1984 - 1985
Skills
Underwriting, Loans, Real Estate, Hotels, Hospitality, Credit, Mergers, Real Estate Development, Risk Management, Credit Analysis, Economics, CMBS, Debt, Valuation, Commercial Mortgages, Financial Modeling, Structured Finance, Transaction, Investors, Capital Markets, Investment Banking, Real Estate Finance, Wealth Management, Real Estate Investment, Mortgage, Corporate Finance, Leases, Banking, Dispositions, Origination, Deal Structuring, Loan Origination, Construction Loans, Workout, Real Estate Financing, Structuring, Asset Management, Mortgage Lending, Real Estate Economics, Financial Structuring, Commercial Real Estate, Financial Transactions, Negotiation, Mergers & Acquisitions, Due Diligence, Investment Properties, Mezzanine, Disposition, Equities, Syndications
Education
Cornell University 1982 — 1984
Masters Degree, School of Hotel Administration
Cornell University 1977 — 1982
BA, College of Arts and Sciences
Delbarton School 1973 — 1977
Highschool
Wells Fargo Bank August 1997 - Present
Imperial Capital Bank February 1996 - August 1997
Koll-Dove (a subsidiary of the Koll Company) 1992 - 1995
Grubb & Ellis 1988 - 1991
Kenneth Leventhal & Co 1985 - 1988
Laventhol and Horwath 1984 - 1985
Skills
Underwriting, Loans, Real Estate, Hotels, Hospitality, Credit, Mergers, Real Estate Development, Risk Management, Credit Analysis, Economics, CMBS, Debt, Valuation, Commercial Mortgages, Financial Modeling, Structured Finance, Transaction, Investors, Capital Markets, Investment Banking, Real Estate Finance, Wealth Management, Real Estate Investment, Mortgage, Corporate Finance, Leases, Banking, Dispositions, Origination, Deal Structuring, Loan Origination, Construction Loans, Workout, Real Estate Financing, Structuring, Asset Management, Mortgage Lending, Real Estate Economics, Financial Structuring, Commercial Real Estate, Financial Transactions, Negotiation, Mergers & Acquisitions, Due Diligence, Investment Properties, Mezzanine, Disposition, Equities, Syndications
Education
Cornell University 1982 — 1984
Masters Degree, School of Hotel Administration
Cornell University 1977 — 1982
BA, College of Arts and Sciences
Delbarton School 1973 — 1977
Highschool
David L. Beal, MAI's Laventhol and Horwath Experience 1987 - 1988
Job Owner, Beal Consulting Group, Inc., Real Estate Consultant
Industry Real Estate
Experience
Beal Consulting Group, Inc. March 1989 - Present
Arthur Andersen & Co. 1988 - 1989
Laventhol and Horwath 1987 - 1988
Skills
Market Value Real..., Student Housing, Multi-family, Market,..., Subdivisions, Land Appraisal, Industrial - ..., Retail - Shopping..., Office Property of all..., Litigation Support, Expert Witness, Land Use Planning, Market Feasibility..., Financial Feasibility -..., Property Tax Analysis, Property Tax Arbitration, Financial Institution..., Community Bank..., Own/Rent Financial..., Investors, Appraisals, Contract Negotiation, Real Estate, Valuation, Foreclosures, Retail, Apartments, Shopping Centers, Investment Properties
Education
The University of Georgia 1975 — 1980
Bachelor of Business Administration (BBA), Real Estate and Urban Development
Beal Consulting Group, Inc. March 1989 - Present
Arthur Andersen & Co. 1988 - 1989
Laventhol and Horwath 1987 - 1988
Skills
Market Value Real..., Student Housing, Multi-family, Market,..., Subdivisions, Land Appraisal, Industrial - ..., Retail - Shopping..., Office Property of all..., Litigation Support, Expert Witness, Land Use Planning, Market Feasibility..., Financial Feasibility -..., Property Tax Analysis, Property Tax Arbitration, Financial Institution..., Community Bank..., Own/Rent Financial..., Investors, Appraisals, Contract Negotiation, Real Estate, Valuation, Foreclosures, Retail, Apartments, Shopping Centers, Investment Properties
Education
The University of Georgia 1975 — 1980
Bachelor of Business Administration (BBA), Real Estate and Urban Development
Gary Topche, CPA, CFF's Laventhol and Horwath Experience June 1989 - October 1990
Job Managing Member at Topche & Company LLC
Industry Accounting
Experience
Topche & Company LLC January 2013 - Present
Frankel and Topche, PC November 1990 - December 2012
Laventhol and Horwath June 1989 - October 1990
Finkle & Company January 1981 - May 1989
Skills
Mergers, Accounting, Tax, Financial Reporting, Due Diligence, Audit, Restructuring, Management Consulting, Mergers & Acquisitions, Auditing, Strategic Planning, Corporate Tax, Income Tax, Small Business, Financial Analysis, Payroll, Tax Preparation, CPA, Financial Accounting, Management, Finance, Tax Advisory, Strategic Financial..., Forensic Accounting, Financial Statements, Investments, International Tax, GAAP, Financial Modeling, Corporate Finance, Valuation, Executive Management, Corporate Governance, General Ledger, Private Equity
Education
Binghamton University 1975 — 1978
BS, Accounting
Binghamton University - School of Management 1975 — 1978
Bachelor of Science, Accounting
Topche & Company LLC January 2013 - Present
Frankel and Topche, PC November 1990 - December 2012
Laventhol and Horwath June 1989 - October 1990
Finkle & Company January 1981 - May 1989
Skills
Mergers, Accounting, Tax, Financial Reporting, Due Diligence, Audit, Restructuring, Management Consulting, Mergers & Acquisitions, Auditing, Strategic Planning, Corporate Tax, Income Tax, Small Business, Financial Analysis, Payroll, Tax Preparation, CPA, Financial Accounting, Management, Finance, Tax Advisory, Strategic Financial..., Forensic Accounting, Financial Statements, Investments, International Tax, GAAP, Financial Modeling, Corporate Finance, Valuation, Executive Management, Corporate Governance, General Ledger, Private Equity
Education
Binghamton University 1975 — 1978
BS, Accounting
Binghamton University - School of Management 1975 — 1978
Bachelor of Science, Accounting
Mark van Hartesvelt's Laventhol and Horwath Experience 1973 - 1975
Job Founding Principal at GCommerce Solutions
Industry Hospitality
Experience
Hotel Figueroa July 2014 - Present
gCommerce Solutions 2002 - Present
Gemstone Resorts 1994 - 2009
Doubletree Hotels Corporation - Boston 1989 - 1994
Harrah's Entertainment 1981 - 1984
Laventhol and Horwath 1973 - 1975
Skills
Hotels, Hospitality, Hospitality Industry, Food & Beverage, Revenue Analysis, Hospitality Management, Hotel Management, Tourism, Marketing Strategy, Restaurants, Budgets, Marketing, Yield Management, Public Speaking, Online Advertising, Strategic Planning, Social Media Marketing, Location Intelligence, Event Management, Pre-opening, Marketing Communications, Online Marketing, Advertising, Contract Negotiation, Front Office, Team Building, Management, Account Management, Luxury, Digital Marketing, Email Marketing, Sales, Menu Development, Market Research, Casino, Lead Generation, Income Statement, Trade Shows, Brand Management, Sales Management, Market Planning, Leisure, E-commerce, Customer Satisfaction, Catering, Public Relations, Meeting Planning, PPC, Brand Development, Marketing Management
Education
University of Chicago 1973 — 1974
Masters in Business
Michigan State University - The Eli Broad Graduate School of Management 1971 — 1973
Bachelor Science, Hotel, Restaurant & Institutional Mgt
Hotel Figueroa July 2014 - Present
gCommerce Solutions 2002 - Present
Gemstone Resorts 1994 - 2009
Doubletree Hotels Corporation - Boston 1989 - 1994
Harrah's Entertainment 1981 - 1984
Laventhol and Horwath 1973 - 1975
Skills
Hotels, Hospitality, Hospitality Industry, Food & Beverage, Revenue Analysis, Hospitality Management, Hotel Management, Tourism, Marketing Strategy, Restaurants, Budgets, Marketing, Yield Management, Public Speaking, Online Advertising, Strategic Planning, Social Media Marketing, Location Intelligence, Event Management, Pre-opening, Marketing Communications, Online Marketing, Advertising, Contract Negotiation, Front Office, Team Building, Management, Account Management, Luxury, Digital Marketing, Email Marketing, Sales, Menu Development, Market Research, Casino, Lead Generation, Income Statement, Trade Shows, Brand Management, Sales Management, Market Planning, Leisure, E-commerce, Customer Satisfaction, Catering, Public Relations, Meeting Planning, PPC, Brand Development, Marketing Management
Education
University of Chicago 1973 — 1974
Masters in Business
Michigan State University - The Eli Broad Graduate School of Management 1971 — 1973
Bachelor Science, Hotel, Restaurant & Institutional Mgt
Paul Ogier's Laventhol and Horwath Experience 1980 - 1985
Job Chief Financial Officer at Lutheran Senior Services
Industry Hospital & Health Care
Experience
NFAC Board 2009 - Present
Lutheran Senior Services 2005 - Present
Provident Group 1985 - 2001
Laventhol and Horwath 1980 - 1985
Skills
Auditing, Healthcare, Policy, Non-profits, Process Improvement, Payroll, Microsoft Excel, Public Speaking, Team Building, QuickBooks, Benefits Administration, Healthcare Management, Employee Benefits, Human Resources, Analysis, Leadership, Training, Accounts Payable, Management, Elder Care, Nonprofits, Managerial Finance, Access, Organizational..., Forecasting, Medicare, Financial Accounting, Fundraising
Education
Missouri State University 1974 — 1978
BS, Finance
NFAC Board 2009 - Present
Lutheran Senior Services 2005 - Present
Provident Group 1985 - 2001
Laventhol and Horwath 1980 - 1985
Skills
Auditing, Healthcare, Policy, Non-profits, Process Improvement, Payroll, Microsoft Excel, Public Speaking, Team Building, QuickBooks, Benefits Administration, Healthcare Management, Employee Benefits, Human Resources, Analysis, Leadership, Training, Accounts Payable, Management, Elder Care, Nonprofits, Managerial Finance, Access, Organizational..., Forecasting, Medicare, Financial Accounting, Fundraising
Education
Missouri State University 1974 — 1978
BS, Finance
Don Joseph's Laventhol and Horwath Experience 1989 - 1990
Job CFO at HTH Worldwide
Industry Information Technology and Services
Experience
HTH Worldwide August 2008 - Present
Neoware, Inc. October 2003 - August 2008
Prescient Systems Inc October 2000 - October 2003
PMG Systems February 1999 - October 2000
Integrated Systems Consulting Group 1994 - 1999
PricewaterhouseCoopers 1990 - 1994
Laventhol and Horwath 1989 - 1990
Education
Drexel University 1984 — 1989
BS, Accounting, Finance
Drexel University - College of Business and Administration 1984 — 1989
BS in Finance and Accounting
HTH Worldwide August 2008 - Present
Neoware, Inc. October 2003 - August 2008
Prescient Systems Inc October 2000 - October 2003
PMG Systems February 1999 - October 2000
Integrated Systems Consulting Group 1994 - 1999
PricewaterhouseCoopers 1990 - 1994
Laventhol and Horwath 1989 - 1990
Education
Drexel University 1984 — 1989
BS, Accounting, Finance
Drexel University - College of Business and Administration 1984 — 1989
BS in Finance and Accounting
Demo Solaru's Laventhol and Horwath Experience May 1988 - July 1991
Job Partner MidAmerica Consulting Group and ProviderGateway
Industry Information Technology and Services
Experience
Mid-America Consulting Group and Providergateway Companies August 1991 - Present
Laventhol and Horwath May 1988 - July 1991
Ernst and Young 1982 - 1988
Skills
Strategic Planning, Management Consulting, Leadership, Business Development, Performance Tuning, Quality Assurance, Organizational Design, Agile Methodologies, Business Process..., Business Analysis, Change Management, SaaS, IT Strategy, Program Management, Integration, Leadership Development, Coaching, Public Speaking, Training, Management
Education
Case Western Reserve University
Doctor of Management (DM), Management of Technology
Eastern Michigan University
MS. Information Systems, Management Information Systems
Purdue University
B.S, Computer Science
Mid-America Consulting Group and Providergateway Companies August 1991 - Present
Laventhol and Horwath May 1988 - July 1991
Ernst and Young 1982 - 1988
Skills
Strategic Planning, Management Consulting, Leadership, Business Development, Performance Tuning, Quality Assurance, Organizational Design, Agile Methodologies, Business Process..., Business Analysis, Change Management, SaaS, IT Strategy, Program Management, Integration, Leadership Development, Coaching, Public Speaking, Training, Management
Education
Case Western Reserve University
Doctor of Management (DM), Management of Technology
Eastern Michigan University
MS. Information Systems, Management Information Systems
Purdue University
B.S, Computer Science
Claudia Dunnous's Laventhol and Horwath Experience October 1988 - April 1990
Job VP Finance at Osage Partners
Industry Accounting
Experience
Osage Partners May 2006 - Present
The Purolite Company March 2005 - April 2006
Hamburger Color Company July 1992 - September 2004
Silo May 1990 - June 1992
Laventhol and Horwath October 1988 - April 1990
Grant Thornton December 1984 - October 1988
Education
Drexel University - LeBow College of Business 1982 — 1984
MBA, Accounting
Brandeis University 1978 — 1982
BA, Economics
Osage Partners May 2006 - Present
The Purolite Company March 2005 - April 2006
Hamburger Color Company July 1992 - September 2004
Silo May 1990 - June 1992
Laventhol and Horwath October 1988 - April 1990
Grant Thornton December 1984 - October 1988
Education
Drexel University - LeBow College of Business 1982 — 1984
MBA, Accounting
Brandeis University 1978 — 1982
BA, Economics
Bill Andrew's Laventhol and Horwath Experience August 1988 - December 1990
Job Chief Financial Officer at Omnisure
Industry Financial Services
Experience
Omnisure Group, LLC January 2015 - Present
IWS November 2012 - November 2014
Nserv Corp April 1998 - November 2012
First Enterprise Financial Group May 1994 - April 1998
Grant Thornton December 1990 - May 1994
Laventhol and Horwath August 1988 - December 1990
Skills
Process Improvement, Financial Analysis, Budgets, Financial Reporting, Mergers & Acquisitions, Forecasting, Insurance, Risk Management, Financial Modeling, Accounting, Due Diligence, Strategic Planning, Portfolio Management, Management
Education
Eastern Illinois University 1984 — 1988
Naperville North
Omnisure Group, LLC January 2015 - Present
IWS November 2012 - November 2014
Nserv Corp April 1998 - November 2012
First Enterprise Financial Group May 1994 - April 1998
Grant Thornton December 1990 - May 1994
Laventhol and Horwath August 1988 - December 1990
Skills
Process Improvement, Financial Analysis, Budgets, Financial Reporting, Mergers & Acquisitions, Forecasting, Insurance, Risk Management, Financial Modeling, Accounting, Due Diligence, Strategic Planning, Portfolio Management, Management
Education
Eastern Illinois University 1984 — 1988
Naperville North
Sandra Coletta's Laventhol and Horwath Experience June 1980 - September 1983
Job Chief Operating Officer at Care New England
Industry Hospital & Health Care
Experience
Care New England July 2012 - Present
Kent Hospital September 2008 - September 2014
Lifespan August 1994 - September 2008
The Miriam Hospital September 1983 - August 1994
Laventhol and Horwath June 1980 - September 1983
Skills
Healthcare Management, Healthcare, Hospitals, Leadership, Patient Safety, Budgets, Public Speaking, Acute Care, EMR, EHR, Healthcare Consulting, Critical Care, HIPAA, Nonprofits, Data Analysis, Organizational..., Management, Change Management, Revenue Cycle, Performance Improvement, Training, Outlook, Medicare, Physician Relations, Managed Care, Physicians
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education, Women in Power 2013
Bryant University 1984 — 1988
MBA, management
Providence College 1976 — 1980
BS, Accounting
Prout memorial high school 1972 — 1976
Care New England July 2012 - Present
Kent Hospital September 2008 - September 2014
Lifespan August 1994 - September 2008
The Miriam Hospital September 1983 - August 1994
Laventhol and Horwath June 1980 - September 1983
Skills
Healthcare Management, Healthcare, Hospitals, Leadership, Patient Safety, Budgets, Public Speaking, Acute Care, EMR, EHR, Healthcare Consulting, Critical Care, HIPAA, Nonprofits, Data Analysis, Organizational..., Management, Change Management, Revenue Cycle, Performance Improvement, Training, Outlook, Medicare, Physician Relations, Managed Care, Physicians
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education, Women in Power 2013
Bryant University 1984 — 1988
MBA, management
Providence College 1976 — 1980
BS, Accounting
Prout memorial high school 1972 — 1976
Jim Jendra, CPA, CGMA's Laventhol and Horwath Experience September 1987 - October 1990
Job Vice President and Senior Manager, US Financial Performance Management Group at BMO Harris Bank
Industry Accounting
Experience
BMO Harris Bank September 2014 - Present
Cole Taylor Bank 2010 - 2014
Bank of America / LaSalle Bank October 1998 - 2010
McDonald's October 1993 - October 1998
Uno Broadcasting Corporation May 1991 - October 1993
Crowe Chizek March 1990 - March 1991
Laventhol and Horwath September 1987 - October 1990
Skills
Financial Reporting, Financial Services, Finance, Cash Management, Leadership, Vendor Management, Treasury Management, Tax, Forecasting, Credit, Banking, Budgets, Corporate Finance, Accounts Payable, Product Management, Accounting, Auditing, Financial Analysis, Treasury, Time Management, Process Improvement, Business Development, Financial Modeling, Executive Management, Start-ups, Alternative Investments, Investments, Portfolio Management, Risk Management, Capital Markets, Project Planning, Strategy, Financial Accounting, Management, Derivatives, Strategic Financial..., Managerial Finance, Financial Risk, Due Diligence, Mergers & Acquisitions, Credit Analysis, Sarbanes-Oxley Act, Loans, Asset Management
Education
DePaul University
Northern Illinois University
BMO Harris Bank September 2014 - Present
Cole Taylor Bank 2010 - 2014
Bank of America / LaSalle Bank October 1998 - 2010
McDonald's October 1993 - October 1998
Uno Broadcasting Corporation May 1991 - October 1993
Crowe Chizek March 1990 - March 1991
Laventhol and Horwath September 1987 - October 1990
Skills
Financial Reporting, Financial Services, Finance, Cash Management, Leadership, Vendor Management, Treasury Management, Tax, Forecasting, Credit, Banking, Budgets, Corporate Finance, Accounts Payable, Product Management, Accounting, Auditing, Financial Analysis, Treasury, Time Management, Process Improvement, Business Development, Financial Modeling, Executive Management, Start-ups, Alternative Investments, Investments, Portfolio Management, Risk Management, Capital Markets, Project Planning, Strategy, Financial Accounting, Management, Derivatives, Strategic Financial..., Managerial Finance, Financial Risk, Due Diligence, Mergers & Acquisitions, Credit Analysis, Sarbanes-Oxley Act, Loans, Asset Management
Education
DePaul University
Northern Illinois University
Mike Knowles's Laventhol and Horwath Experience 1985 - 1988
Job President and CEO at Wintrust Asset Finance
Industry Banking
Experience
Wintrust Asset Finance April 2015 - Present
Wintrust Financial Corporation 2012 - Present
J.P. Morgan June 2007 - 2012
JPMorgan Chase 2002 - 2007
American National Bank and Trust Company of Chicago 1988 - 2002
Laventhol and Horwath 1985 - 1988
Rome Associates 1983 - 1985
Skills
Portfolio Management, Treasury Management, Commercial Lending, Middle Market, Series 7, Credit Analysis, Investment Management, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1991 — 1995
MBA, Finance and Management Strategy
Eastern Illinois University
Bachelor of Science (B.S.), Accounting
Wintrust Asset Finance April 2015 - Present
Wintrust Financial Corporation 2012 - Present
J.P. Morgan June 2007 - 2012
JPMorgan Chase 2002 - 2007
American National Bank and Trust Company of Chicago 1988 - 2002
Laventhol and Horwath 1985 - 1988
Rome Associates 1983 - 1985
Skills
Portfolio Management, Treasury Management, Commercial Lending, Middle Market, Series 7, Credit Analysis, Investment Management, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1991 — 1995
MBA, Finance and Management Strategy
Eastern Illinois University
Bachelor of Science (B.S.), Accounting
Ezana Bocresion's Laventhol and Horwath Experience 1986 - 1990
Job Africa Private Equity / Merchant Banking
Industry Financial Services
Experience
Aeneas Holdings, LLC 2009 - Present
Copia Agribusiness 2012 - September 2014
Atlas Advisors 2003 - 2008
Merrill Lynch 1998 - 2001
JP Morgan 1992 - 1998
KPMG 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Corporate Finance, Emerging Markets, Mergers, Investment Banking, Strategy, Investments, Latin America, Banking, Valuation, Financial Modeling, Portuguese, Accounting, Financial Analysis, Private Equity, Alternative Investments, Venture Capital, Financial Structuring, Structured Finance, Business Strategy, Corporate Development, Mergers & Acquisitions, LBO, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA)
Boston University - School of Management 1982 — 1986
BSBA, Concentration in Accounting
Aeneas Holdings, LLC 2009 - Present
Copia Agribusiness 2012 - September 2014
Atlas Advisors 2003 - 2008
Merrill Lynch 1998 - 2001
JP Morgan 1992 - 1998
KPMG 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Corporate Finance, Emerging Markets, Mergers, Investment Banking, Strategy, Investments, Latin America, Banking, Valuation, Financial Modeling, Portuguese, Accounting, Financial Analysis, Private Equity, Alternative Investments, Venture Capital, Financial Structuring, Structured Finance, Business Strategy, Corporate Development, Mergers & Acquisitions, LBO, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA)
Boston University - School of Management 1982 — 1986
BSBA, Concentration in Accounting
Mira Fine's Laventhol and Horwath Experience December 1976 - September 1985
Job Partner at Hein & Associates
Industry Accounting
Experience
Hein & Associates October 1985 - Present
Hein & Associates 1985 - Present
Laventhol and Horwath December 1976 - September 1985
Skills
Partnership Taxation, Tax Research, CPA, Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax, Trusts, SEC filings, Tax Returns, Estate Planning, GAAP, International Tax, Tax Preparation, US GAAP, Tax Advisory
Education
University of Denver 1977 — 1982
bachelor of science; Masters of Tax, Accounting
Hein & Associates October 1985 - Present
Hein & Associates 1985 - Present
Laventhol and Horwath December 1976 - September 1985
Skills
Partnership Taxation, Tax Research, CPA, Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax, Trusts, SEC filings, Tax Returns, Estate Planning, GAAP, International Tax, Tax Preparation, US GAAP, Tax Advisory
Education
University of Denver 1977 — 1982
bachelor of science; Masters of Tax, Accounting
Corey Fischer's Laventhol and Horwath Experience 1980 - 1988
Job Managing Partner at Weinberg and Company, P.A.
Industry Accounting
Experience
Weinberg and Company, P.A. 2004 - Present
Various Companies 1994 - 2003
Deloitte & Touche 1988 - 1993
Laventhol and Horwath 1980 - 1988
Skills
Finance, Tax, Auditing, Mergers & Acquisitions, Accounting, Financial Reporting, Management, Private Equity, Management Consulting, CPA, Due Diligence, SEC filings
Education
University of Florida 1975 — 1980
Bachelor's of Science, Business Administration, Accounting
University of Florida 1975 — 1979
BSBA, Accounting & Finance, with Honors
Weinberg and Company, P.A. 2004 - Present
Various Companies 1994 - 2003
Deloitte & Touche 1988 - 1993
Laventhol and Horwath 1980 - 1988
Skills
Finance, Tax, Auditing, Mergers & Acquisitions, Accounting, Financial Reporting, Management, Private Equity, Management Consulting, CPA, Due Diligence, SEC filings
Education
University of Florida 1975 — 1980
Bachelor's of Science, Business Administration, Accounting
University of Florida 1975 — 1979
BSBA, Accounting & Finance, with Honors
Jeff Hipshman's Laventhol and Horwath Experience June 1980 - August 1982
Job Partner at HMWC CPAs & Business Advisors
Industry Accounting
Experience
HMWC CPAs & Business Advisors September 1982 - Present
Laventhol and Horwath June 1980 - August 1982
Skills
Estate Planning, Accounting, Real Estate, Asset Protection, CPA, Financial Advisory, Tax Returns, Income Tax, Tax Preparation, Financial Reporting, Bookkeeping, Tax, QuickBooks, GAAP, Mergers, Corporate Governance, Corporate Tax, Assurance, Investments, Mas 90, Journal Entries, General Ledger, Auditing, Partnership Taxation, US GAAP, Payroll Taxes, Financial Planners, Mergers & Acquisitions, Sales Tax
Education
San Diego State University-California State University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
HMWC CPAs & Business Advisors September 1982 - Present
Laventhol and Horwath June 1980 - August 1982
Skills
Estate Planning, Accounting, Real Estate, Asset Protection, CPA, Financial Advisory, Tax Returns, Income Tax, Tax Preparation, Financial Reporting, Bookkeeping, Tax, QuickBooks, GAAP, Mergers, Corporate Governance, Corporate Tax, Assurance, Investments, Mas 90, Journal Entries, General Ledger, Auditing, Partnership Taxation, US GAAP, Payroll Taxes, Financial Planners, Mergers & Acquisitions, Sales Tax
Education
San Diego State University-California State University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Deborah Reichel's Laventhol and Horwath Experience January 1989 - November 1990
Job Director of Business Operations at Cary Academy
Industry Education Management
Experience
Cary Academy January 1997 - Present
Teleradiology Associates June 1995 - December 1996
Teleradiology Associates January 1995 - May 1995
Teleradiology Associates June 1993 - January 1995
University of South Florida May 1991 - May 1993
Aidman, Piser & Company November 1990 - May 1991
Laventhol and Horwath January 1989 - November 1990
LI Association for Children with Learning Disabilities July 1987 - August 1988
Education
LIU Post 1986 — 1988
M.S., Accounting
Stony Brook University 1981 — 1985
B.A., Economics, Social Sciences, Business
Centereach High School
Cary Academy January 1997 - Present
Teleradiology Associates June 1995 - December 1996
Teleradiology Associates January 1995 - May 1995
Teleradiology Associates June 1993 - January 1995
University of South Florida May 1991 - May 1993
Aidman, Piser & Company November 1990 - May 1991
Laventhol and Horwath January 1989 - November 1990
LI Association for Children with Learning Disabilities July 1987 - August 1988
Education
LIU Post 1986 — 1988
M.S., Accounting
Stony Brook University 1981 — 1985
B.A., Economics, Social Sciences, Business
Centereach High School
Tashu Trivedi's Laventhol and Horwath Experience 1989 - 1990
Job President/CEO at TFC Consulting, Inc
Industry Management Consulting
Experience
TFC Consulting, Inc August 2002 - Present
KPMG October 1992 - June 2001
Lang and Associates, PC 1991 - 1992
Laventhol and Horwath 1989 - 1990
Skills
Internal Controls, Financial Reporting, CPA, Management Consulting, Financial Analysis, Auditing, Enterprise Risk..., Managerial Finance, Accounting, Sarbanes-Oxley Act, Policy, Financial Modeling, Private Equity, Internal Audit, Executive Management, Mergers & Acquisitions, SEC filings, Due Diligence
Education
The University of Chicago - Booth School of Business 1999 — 2002
International MBA
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.Sc.), Accounting
London School of Economics and Political Science
MS Development Management (Econ.)
TFC Consulting, Inc August 2002 - Present
KPMG October 1992 - June 2001
Lang and Associates, PC 1991 - 1992
Laventhol and Horwath 1989 - 1990
Skills
Internal Controls, Financial Reporting, CPA, Management Consulting, Financial Analysis, Auditing, Enterprise Risk..., Managerial Finance, Accounting, Sarbanes-Oxley Act, Policy, Financial Modeling, Private Equity, Internal Audit, Executive Management, Mergers & Acquisitions, SEC filings, Due Diligence
Education
The University of Chicago - Booth School of Business 1999 — 2002
International MBA
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.Sc.), Accounting
London School of Economics and Political Science
MS Development Management (Econ.)
Jerry Niemeier's Laventhol and Horwath Experience June 1974 - August 1978
Job VP Risk Management at Nationstar Mortgage
Industry Banking
Experience
Nationstar Mortgage January 2013 - Present
Bank of America Home Loans January 2010 - January 2013
Wells Fargo Home Mortgage September 2009 - January 2010
CitiMortgage October 1992 - September 2009
EDS Group November 1991 - July 1992
McDonnell Douglas Systems Integration aka MCAUTO August 1978 - October 1991
Laventhol and Horwath June 1974 - August 1978
United States Army July 1968 - July 1971
Skills
Mortgage Lending, Investment Properties, Condos, Mortgage Banking, Banking, Loans, Loan Origination, Risk Management, Loss Mitigation, Financial Analysis, Portfolio Management, Residential Mortgages, Strategic Financial..., Refinance, Real Estate, Due Diligence, Investments, Underwriting, Commercial Lending
Education
Lindenwood University 1981 — 1982
MBA, Management
Saint Louis University 1980 — 1981
Business Administration and Management, General
University of Missouri-Saint Louis 1971 — 1974
BSBA, Accounting
southwest high - st. louis 1964 — 1968
High School Diploma
investools
Nationstar Mortgage January 2013 - Present
Bank of America Home Loans January 2010 - January 2013
Wells Fargo Home Mortgage September 2009 - January 2010
CitiMortgage October 1992 - September 2009
EDS Group November 1991 - July 1992
McDonnell Douglas Systems Integration aka MCAUTO August 1978 - October 1991
Laventhol and Horwath June 1974 - August 1978
United States Army July 1968 - July 1971
Skills
Mortgage Lending, Investment Properties, Condos, Mortgage Banking, Banking, Loans, Loan Origination, Risk Management, Loss Mitigation, Financial Analysis, Portfolio Management, Residential Mortgages, Strategic Financial..., Refinance, Real Estate, Due Diligence, Investments, Underwriting, Commercial Lending
Education
Lindenwood University 1981 — 1982
MBA, Management
Saint Louis University 1980 — 1981
Business Administration and Management, General
University of Missouri-Saint Louis 1971 — 1974
BSBA, Accounting
southwest high - st. louis 1964 — 1968
High School Diploma
investools
Jane Ohlin's Laventhol and Horwath Experience January 1987 - May 1989
Job Director of the Dedman School of Hospitality at Florida State University
Industry Hospitality
Experience
Florida State University August 2008 - Present
Dedman School of Hospitality (DSH) - FSU 2008 - Present
FSU Dedman School of Hospitality August 1989 - Present
Laventhol and Horwath January 1987 - May 1989
Shamrock Systems April 1980 - May 1984
Holmstad Retirement Community 1980 - 1984
Skills
Hospitality, Management, Higher Education, Student Affairs, English, Food Service, Hospitality Management, Time Management, Teaching, Hotels, Research, Event Management, Hospitality Industry, Customer Service, Event Planning, Catering, Budgets, Social Media, Public Speaking, Microsoft Office, Leadership, Food & Beverage, PowerPoint, Banquets, Strategic Planning, Front Office, Restaurants
Education
Florida State University 1983 — 1986
Doctor of Law (J.D.), Law
Florida State University 1975 — 1979
Hospitality, Hospitality
Florida State University - College of Business 1975 — 1979
Hospitality, Hospitality
Valdosta State University 1975 — 1977
general, General
Florida State University August 2008 - Present
Dedman School of Hospitality (DSH) - FSU 2008 - Present
FSU Dedman School of Hospitality August 1989 - Present
Laventhol and Horwath January 1987 - May 1989
Shamrock Systems April 1980 - May 1984
Holmstad Retirement Community 1980 - 1984
Skills
Hospitality, Management, Higher Education, Student Affairs, English, Food Service, Hospitality Management, Time Management, Teaching, Hotels, Research, Event Management, Hospitality Industry, Customer Service, Event Planning, Catering, Budgets, Social Media, Public Speaking, Microsoft Office, Leadership, Food & Beverage, PowerPoint, Banquets, Strategic Planning, Front Office, Restaurants
Education
Florida State University 1983 — 1986
Doctor of Law (J.D.), Law
Florida State University 1975 — 1979
Hospitality, Hospitality
Florida State University - College of Business 1975 — 1979
Hospitality, Hospitality
Valdosta State University 1975 — 1977
general, General
Peter Pommersheim's Laventhol and Horwath Experience June 1980 - March 1984
Job Attorney at The Rogers Law Firm
Industry Legal Services
Experience
The Rogers Law Firm March 1984 - Present
Laventhol and Horwath June 1980 - March 1984
North Shore Health Planning Council September 1973 - June 1980
Education
Suffolk University Law School 1976 — 1980
JD
University of California, Los Angeles 1971 — 1973
MS, Comprehensive Health Planning
Colgate University 1967 — 1971
BA, Social Relations
The Rogers Law Firm March 1984 - Present
Laventhol and Horwath June 1980 - March 1984
North Shore Health Planning Council September 1973 - June 1980
Education
Suffolk University Law School 1976 — 1980
JD
University of California, Los Angeles 1971 — 1973
MS, Comprehensive Health Planning
Colgate University 1967 — 1971
BA, Social Relations
Carrie Cumming's Laventhol and Horwath Experience 1986 - 1988
Job Senior Manager Financial Reporting at Atwood Oceanics
Industry Oil & Energy
Experience
Atwood Oceanics September 2014 - Present
Weatherford 2007 - May 2014
Stage Stores 2006 - 2007
KBR, Inc. 2005 - 2006
KBR, Inc. 2002 - 2005
Halliburton 2001 - 2002
Bank United 1990 - 2001
First Gibraltar 1989 - 1990
Cooper Industries 1988 - 1989
Laventhol and Horwath 1986 - 1988
Skills
Financial Reporting, Sarbanes-Oxley Act, SEC filings, Energy Industry, SAP, Oilfield, Petroleum, Accounting, Internal Controls, Auditing, Mergers & Acquisitions, US GAAP, Consolidation, Process Improvement
Education
University of Missouri-Columbia
Bachelor's Degree
University of Missouri-Kansas City
Master of Business Administration (MBA), Accounting and Finance
Atwood Oceanics September 2014 - Present
Weatherford 2007 - May 2014
Stage Stores 2006 - 2007
KBR, Inc. 2005 - 2006
KBR, Inc. 2002 - 2005
Halliburton 2001 - 2002
Bank United 1990 - 2001
First Gibraltar 1989 - 1990
Cooper Industries 1988 - 1989
Laventhol and Horwath 1986 - 1988
Skills
Financial Reporting, Sarbanes-Oxley Act, SEC filings, Energy Industry, SAP, Oilfield, Petroleum, Accounting, Internal Controls, Auditing, Mergers & Acquisitions, US GAAP, Consolidation, Process Improvement
Education
University of Missouri-Columbia
Bachelor's Degree
University of Missouri-Kansas City
Master of Business Administration (MBA), Accounting and Finance
Karen Darpel's Laventhol and Horwath Experience November 1986 - July 1987
Job Finance and Sales Professional
Industry Banking
Experience
U.S. Bank July 2011 - Present
3500 Winehaus July 2010 - June 2013
Boulevard Bank October 2009 - February 2011
Alliance Lending Group LLC June 2005 - September 2009
Mainline Mortgage June 2003 - May 2005
Wolff Properties October 2002 - July 2003
Nordstrom September 2002 - July 2003
TRW September 1988 - January 1992
Ernst & Young July 1987 - August 1988
Laventhol and Horwath November 1986 - July 1987
Skills
Account Reconciliation, Forecasting, Accounting, General Ledger, Finance, Payroll, Budgets, Auditing, Banking, Cash Management, Loans, Financial Statements, Mortgage Lending, Human Resources, Financial Analysis, Payments, Credit, Tax Returns, Sales Management, Customer Service, Customer Satisfaction, New Business Development, Sales
Education
Fontbonne University 1983 — 1987
Bachelor of Science, Accounting and Finance
U.S. Bank July 2011 - Present
3500 Winehaus July 2010 - June 2013
Boulevard Bank October 2009 - February 2011
Alliance Lending Group LLC June 2005 - September 2009
Mainline Mortgage June 2003 - May 2005
Wolff Properties October 2002 - July 2003
Nordstrom September 2002 - July 2003
TRW September 1988 - January 1992
Ernst & Young July 1987 - August 1988
Laventhol and Horwath November 1986 - July 1987
Skills
Account Reconciliation, Forecasting, Accounting, General Ledger, Finance, Payroll, Budgets, Auditing, Banking, Cash Management, Loans, Financial Statements, Mortgage Lending, Human Resources, Financial Analysis, Payments, Credit, Tax Returns, Sales Management, Customer Service, Customer Satisfaction, New Business Development, Sales
Education
Fontbonne University 1983 — 1987
Bachelor of Science, Accounting and Finance
Michael Caplan's Laventhol and Horwath Experience May 1985 - March 1986
Job Economic Development Manager at City of Berkeley
Industry Government Administration
Experience
City of Berkeley October 1989 - Present
San Jose Redevelopment Agency March 1986 - October 1989
Laventhol and Horwath May 1985 - March 1986
Skills
Economic Development, Community Development, Urban Planning, Zoning, Redevelopment, Land Use Planning, Program Management, Public Policy, Government, Local Government, Land Use, Sustainability, Program Development, Community Outreach, Policy Analysis, Community Engagement, Nonprofits, Grant Writing, Public Administration, Transit-oriented..., Policy, Grants, Regional Planning, Leadership, Affordable Housing, Environmental Planning, Entitlements, Public/private..., Transportation Planning, Sustainable Development, Community Organizing, Coalitions, Environmental Policy
Education
University of California, Berkeley 1983 — 1985
MCP, City Planning/Economic Development
University of Wisconsin-Madison 1976 — 1980
Bachelor of Arts (B.A.), History and Anthropology
City of Berkeley October 1989 - Present
San Jose Redevelopment Agency March 1986 - October 1989
Laventhol and Horwath May 1985 - March 1986
Skills
Economic Development, Community Development, Urban Planning, Zoning, Redevelopment, Land Use Planning, Program Management, Public Policy, Government, Local Government, Land Use, Sustainability, Program Development, Community Outreach, Policy Analysis, Community Engagement, Nonprofits, Grant Writing, Public Administration, Transit-oriented..., Policy, Grants, Regional Planning, Leadership, Affordable Housing, Environmental Planning, Entitlements, Public/private..., Transportation Planning, Sustainable Development, Community Organizing, Coalitions, Environmental Policy
Education
University of California, Berkeley 1983 — 1985
MCP, City Planning/Economic Development
University of Wisconsin-Madison 1976 — 1980
Bachelor of Arts (B.A.), History and Anthropology
Mike Peroo's Laventhol and Horwath Experience January 1986 - September 1990
Job President at Michael D Peroo, CPA, PA
Industry Accounting
Experience
Michael D Peroo, CPA, PA December 2002 - Present
Acord Cox & Company 1991 - 2002
Laventhol and Horwath January 1986 - September 1990
Skills
Tax Preparation, Tax, Income Tax, Accounting, Tax Returns, Bookkeeping, QuickBooks, Corporate Tax, Financial Reporting, Sales Tax, Auditing, Financial Accounting, General Ledger, Partnership Taxation, Payroll Taxes
Education
University of Tulsa 2011 — 2012
Master's degree, Taxation
Kansas Wesleyan University 1982 — 1986
Bachelor of Arts (BA), Accounting, 3.97
University of Tulsa
Michael D Peroo, CPA, PA December 2002 - Present
Acord Cox & Company 1991 - 2002
Laventhol and Horwath January 1986 - September 1990
Skills
Tax Preparation, Tax, Income Tax, Accounting, Tax Returns, Bookkeeping, QuickBooks, Corporate Tax, Financial Reporting, Sales Tax, Auditing, Financial Accounting, General Ledger, Partnership Taxation, Payroll Taxes
Education
University of Tulsa 2011 — 2012
Master's degree, Taxation
Kansas Wesleyan University 1982 — 1986
Bachelor of Arts (BA), Accounting, 3.97
University of Tulsa
Robin Goddard's Laventhol and Horwath Experience 1984 - 1988
Job Consultant at Balanced View Consulting
Industry Management Consulting
Experience
Balanced View Consulting September 2006 - Present
Touche Ross 1988 - 1990
Laventhol and Horwath 1984 - 1988
Skills
Strategic Planning, Coaching, Management Consulting, Entrepreneurship, Leadership, Non-profits, Executive Coaching, Leadership Development, Personal Development, Training, Culture Change, Consulting, Management, Team Building, Organizational..., Workshop Facilitation, Change Management, Strategy, Program Management, Start-ups, Project Management
Education
Rush University 1984 — 1986
MS, Hospital Managment
Penn State University 1978 — 1982
BS, Healthcare Adminstration
Balanced View Consulting September 2006 - Present
Touche Ross 1988 - 1990
Laventhol and Horwath 1984 - 1988
Skills
Strategic Planning, Coaching, Management Consulting, Entrepreneurship, Leadership, Non-profits, Executive Coaching, Leadership Development, Personal Development, Training, Culture Change, Consulting, Management, Team Building, Organizational..., Workshop Facilitation, Change Management, Strategy, Program Management, Start-ups, Project Management
Education
Rush University 1984 — 1986
MS, Hospital Managment
Penn State University 1978 — 1982
BS, Healthcare Adminstration
Natalie Blachowicz's Laventhol and Horwath Experience 1985 - 1987
Job Director of Finance at Armstrong Aerospace, Inc.
Industry Aviation & Aerospace
Experience
Armstrong Aerospace, Inc. 2006 - Present
Oak Park Hospital 1987 - 1992
Laventhol and Horwath 1985 - 1987
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, Mas 90, ADP Payroll, Financial Reporting, Auditing, Finance, Accounting, Internal Controls, General Ledger, Financial Analysis
Education
St. Norbert College
Bachelor of Science (BS), Accounting
Armstrong Aerospace, Inc. 2006 - Present
Oak Park Hospital 1987 - 1992
Laventhol and Horwath 1985 - 1987
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, Mas 90, ADP Payroll, Financial Reporting, Auditing, Finance, Accounting, Internal Controls, General Ledger, Financial Analysis
Education
St. Norbert College
Bachelor of Science (BS), Accounting
Patricia Olsen-Goldberg, CPA's Laventhol and Horwath Experience July 1985 - October 1990
Job Controller Portfolio Accounting at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management April 1994 - Present
Laventhol and Horwath July 1985 - October 1990
Skills
Financial Analysis
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Accounting
Boston Financial Investment Management April 1994 - Present
Laventhol and Horwath July 1985 - October 1990
Skills
Financial Analysis
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Accounting
Caren Kline's Laventhol and Horwath Experience 1978 - 1981
Job Chairman at Crystal Charity Ball
Industry Fund-Raising
Experience
Crystal Charity Ball January 2013 - Present
Wyndham Hotels and Resorts 1981 - 1995
Laventhol and Horwath 1978 - 1981
Skills
Event Planning, Fundraising, Event Management, Strategic Planning, Nonprofits
Education
Cornell University
Bachelor of Science (BS), Hotel Administration
Cornell University
BS Hotel Administration
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
Crystal Charity Ball January 2013 - Present
Wyndham Hotels and Resorts 1981 - 1995
Laventhol and Horwath 1978 - 1981
Skills
Event Planning, Fundraising, Event Management, Strategic Planning, Nonprofits
Education
Cornell University
Bachelor of Science (BS), Hotel Administration
Cornell University
BS Hotel Administration
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)