myCFO Company
Industry: Company
DescriptionHarris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. Founder: James H. Clark Founded: 1999 Subsidiaries: CTC Consulting, LLC, CTC myCFO, LLC, Asset Management Arm Parent organization: BMO Financial Corp.
myCFO List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at myCFO. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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myCFO Employees
Employee
Years
Job
Industry
Jill Robertson McNay Jill Robertson McNay's myCFO Experience 2000 - 2002
Job A marketing professional with financial services, consumer products, and nonprofit experience
Industry Marketing and Advertising
Experience
DePauw University 2009 - Present
(self-employed) 2005 - Present
One Warm Coat 2001 - 2011
Schwab Institutional 2003 - 2005
myCFO 2000 - 2002
Charles Schwab 1997 - 2000
Pickett Advertising 1994 - 1997
Nestle 1990 - 1993
Skills
Strategy, Marketing, Direct Marketing, Start-ups, Leadership, Brand Management, Advertising, Marketing Communications, Marketing Strategy, Integrated Marketing, Strategic Partnerships, Product Marketing, Digital Marketing, Strategic Planning
Education
Indiana University - Kelley School of Business 1986 — 1988
MBA
DePauw University 1982 — 1986
BA
DePauw University 2009 - Present
(self-employed) 2005 - Present
One Warm Coat 2001 - 2011
Schwab Institutional 2003 - 2005
myCFO 2000 - 2002
Charles Schwab 1997 - 2000
Pickett Advertising 1994 - 1997
Nestle 1990 - 1993
Skills
Strategy, Marketing, Direct Marketing, Start-ups, Leadership, Brand Management, Advertising, Marketing Communications, Marketing Strategy, Integrated Marketing, Strategic Partnerships, Product Marketing, Digital Marketing, Strategic Planning
Education
Indiana University - Kelley School of Business 1986 — 1988
MBA
DePauw University 1982 — 1986
BA
Bob Baxley Bob Baxley's myCFO Experience October 1999 - May 2003
Job Head of Product Design at Pinterest
Industry Internet
Experience
Apple October 2011 - May 2014
Apple, Inc. 2006 - April 2012
Yahoo! February 2005 - April 2006
myCFO October 1999 - May 2003
Independent Consultant October 1993 - October 1999
Claris Corp September 1990 - October 1993
Skills
User Interface Design, Mobile Design, Web Design, Social Media, Design Management, Product Design, Writing, Web Application Design, User Experience, Information Design, Information Architecture, Published Author, Public Speaking, Interaction Design, Start-ups, User Interface, Design Strategy, User Experience Design, Experience Design, User-centered Design, Leadership, E-commerce, Product Management, Mobile Applications, Usability Testing, Content Management, Web Applications, Rapid Prototyping, Design Thinking, Human Computer...
Education
Stanford University 1994 — 2000
MLA, Liberal Arts
University of Texas at Austin 1981 — 1985
BS, Radio/Television/Film
University of Texas at Austin 1981 — 1985
BA, History
Apple October 2011 - May 2014
Apple, Inc. 2006 - April 2012
Yahoo! February 2005 - April 2006
myCFO October 1999 - May 2003
Independent Consultant October 1993 - October 1999
Claris Corp September 1990 - October 1993
Skills
User Interface Design, Mobile Design, Web Design, Social Media, Design Management, Product Design, Writing, Web Application Design, User Experience, Information Design, Information Architecture, Published Author, Public Speaking, Interaction Design, Start-ups, User Interface, Design Strategy, User Experience Design, Experience Design, User-centered Design, Leadership, E-commerce, Product Management, Mobile Applications, Usability Testing, Content Management, Web Applications, Rapid Prototyping, Design Thinking, Human Computer...
Education
Stanford University 1994 — 2000
MLA, Liberal Arts
University of Texas at Austin 1981 — 1985
BS, Radio/Television/Film
University of Texas at Austin 1981 — 1985
BA, History
Joff Redfern Joff Redfern's myCFO Experience May 2000 - September 2003
Job VP of Product
Industry Internet
Experience
LinkedIn November 2014 - Present
LinkedIn May 2011 - Present
LinkedIn October 2009 - May 2011
flattenme.com May 2009 - May 2011
Yahoo April 2003 - April 2009
myCFO May 2000 - September 2003
Fidelity Investments May 1995 - May 2000
EDS May 1993 - May 1994
MicroServ May 1990 - May 1993
Skills
Product Management, PHP, Photography, Amazon Web Services..., Mobile Advertising, Product Strategies, Leadership, Mobile Product..., Positioning, New Media, Rapid Prototyping, Mentoring, User Experience, Cow Tipping, School Systems, Storytelling, Hiking, Mobile Devices, Web Analytics, Mobile Applications, Strategic Partnerships, Mobile Internet, Product Development, E-commerce, Cow
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Bates College
LinkedIn November 2014 - Present
LinkedIn May 2011 - Present
LinkedIn October 2009 - May 2011
flattenme.com May 2009 - May 2011
Yahoo April 2003 - April 2009
myCFO May 2000 - September 2003
Fidelity Investments May 1995 - May 2000
EDS May 1993 - May 1994
MicroServ May 1990 - May 1993
Skills
Product Management, PHP, Photography, Amazon Web Services..., Mobile Advertising, Product Strategies, Leadership, Mobile Product..., Positioning, New Media, Rapid Prototyping, Mentoring, User Experience, Cow Tipping, School Systems, Storytelling, Hiking, Mobile Devices, Web Analytics, Mobile Applications, Strategic Partnerships, Mobile Internet, Product Development, E-commerce, Cow
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Bates College
PETER DEGREGORI PETER DEGREGORI's myCFO Experience June 1999 - June 2001
Job Managing Partner at VERTICAL ADVISORS LLP
Industry Accounting
Experience
VERTICAL ADVISORS LLP January 2007 - Present
DKAdvisors June 2003 - January 2007
Grant Thornton June 2001 - May 2003
myCFO June 1999 - June 2001
Arthur Andersen January 1997 - June 1999
DeGregori, Gormsen, Ringer, LLP May 1992 - December 1996
Skills
Crisis Management, Business Advisory, Tactical Planning, Federal Taxation, Tax Reduction Strategies, Small Business..., Tax, Accounting, Income Tax, Corporate Tax, Mergers, Strategic Planning, Management Consulting, Small Business, CPA, Tax Preparation, Tax Accounting, Tax Research, Auditing, Mergers & Acquisitions, Tax Advisory, International Tax, Partnership Taxation, Financial Accounting, S Corporations, Bookkeeping, Tax Returns, Finance
Education
Golden Gate University 1997 — 2000
Masters of Science, Taxation
California State University-Fullerton 1989 — 1992
1992, BA - Accounting
California State University-Fullerton - College of Business and Economics 1989 — 1992
BA, Accounting
Regis University 1987 — 1988
VERTICAL ADVISORS LLP January 2007 - Present
DKAdvisors June 2003 - January 2007
Grant Thornton June 2001 - May 2003
myCFO June 1999 - June 2001
Arthur Andersen January 1997 - June 1999
DeGregori, Gormsen, Ringer, LLP May 1992 - December 1996
Skills
Crisis Management, Business Advisory, Tactical Planning, Federal Taxation, Tax Reduction Strategies, Small Business..., Tax, Accounting, Income Tax, Corporate Tax, Mergers, Strategic Planning, Management Consulting, Small Business, CPA, Tax Preparation, Tax Accounting, Tax Research, Auditing, Mergers & Acquisitions, Tax Advisory, International Tax, Partnership Taxation, Financial Accounting, S Corporations, Bookkeeping, Tax Returns, Finance
Education
Golden Gate University 1997 — 2000
Masters of Science, Taxation
California State University-Fullerton 1989 — 1992
1992, BA - Accounting
California State University-Fullerton - College of Business and Economics 1989 — 1992
BA, Accounting
Regis University 1987 — 1988
Eric Haller Eric Haller's myCFO Experience January 2000 - January 2002
Job
Industry Information Technology and Services
Experience
NVIDIA September 2015 - Present
NVIDIA October 2012 - Present
NVIDIA April 2011 - November 2012
NVIDIA September 2006 - April 2011
NVIDIA June 2004 - September 2006
NVIDIA February 2002 - June 2004
myCFO January 2000 - January 2002
Digital Partner April 1998 - December 1999
Skills
Cyber-security, Vulnerability Management, Incident Response, Enterprise Software, Vendor Management, Risk Management, Cloud Computing, Program Management, Leadership, Management, Cross-functional Team..., Project Management, Software Development, IT Strategy, Enterprise Architecture, Product Management, Strategy, IT Management, Agile Methodologies, Integration, Business Process, ERP, Data Center, SaaS, Business Intelligence, Software Project..., Requirements Analysis, Information Technology, Mobile Devices, PMP, ITIL, Business Process..., Security, Compliance Operations
Education
University of Northern Colorado 1994 — 1999
CIS
NVIDIA September 2015 - Present
NVIDIA October 2012 - Present
NVIDIA April 2011 - November 2012
NVIDIA September 2006 - April 2011
NVIDIA June 2004 - September 2006
NVIDIA February 2002 - June 2004
myCFO January 2000 - January 2002
Digital Partner April 1998 - December 1999
Skills
Cyber-security, Vulnerability Management, Incident Response, Enterprise Software, Vendor Management, Risk Management, Cloud Computing, Program Management, Leadership, Management, Cross-functional Team..., Project Management, Software Development, IT Strategy, Enterprise Architecture, Product Management, Strategy, IT Management, Agile Methodologies, Integration, Business Process, ERP, Data Center, SaaS, Business Intelligence, Software Project..., Requirements Analysis, Information Technology, Mobile Devices, PMP, ITIL, Business Process..., Security, Compliance Operations
Education
University of Northern Colorado 1994 — 1999
CIS
Curt Stevens Curt Stevens's myCFO Experience 1999 - 2003
Job Director of Software Engineering at Disney Interactive / Playdom
Industry Computer Software
Experience
Disney Interactive September 2010 - Present
Playdom August 2009 - September 2010
Responder Technology June 2006 - August 2009
Ensim Corp. January 2003 - June 2006
myCFO 1999 - 2003
Verano, Inc. 1998 - 1999
Apple Computer 1995 - 1998
Knight Ridder Information Design Lab & New Media Center 1994 - 1995
The Root Group January 1992 - January 1994
U S WEST 1988 - 1989
Skills
Scalability, Distributed Systems, Agile Methodologies, Cloud Computing, Software Development, Start-ups, Amazon Web Services..., Subversion, Big Data, User Interface Design, Unix, Operating Systems, Databases, Security, Windows, Integration, MySQL, Architecture, Web Development, PHP, OS X, OOP, Solaris, Apache, Programming, Bash, Web Services, TCP/IP, AJAX, C#, Tomcat, Object Oriented Design, IIS, Networking, Architectures
Education
University of California, Berkeley
BA, Economics
University of Colorado Boulder
Ph.D., Computer Science, Human Computer Interaction
Disney Interactive September 2010 - Present
Playdom August 2009 - September 2010
Responder Technology June 2006 - August 2009
Ensim Corp. January 2003 - June 2006
myCFO 1999 - 2003
Verano, Inc. 1998 - 1999
Apple Computer 1995 - 1998
Knight Ridder Information Design Lab & New Media Center 1994 - 1995
The Root Group January 1992 - January 1994
U S WEST 1988 - 1989
Skills
Scalability, Distributed Systems, Agile Methodologies, Cloud Computing, Software Development, Start-ups, Amazon Web Services..., Subversion, Big Data, User Interface Design, Unix, Operating Systems, Databases, Security, Windows, Integration, MySQL, Architecture, Web Development, PHP, OS X, OOP, Solaris, Apache, Programming, Bash, Web Services, TCP/IP, AJAX, C#, Tomcat, Object Oriented Design, IIS, Networking, Architectures
Education
University of California, Berkeley
BA, Economics
University of Colorado Boulder
Ph.D., Computer Science, Human Computer Interaction
Marc Primiani Marc Primiani's myCFO Experience April 2001 - October 2002
Job General Counsel at Aspiriant
Industry Investment Management
Experience
Aspiriant November 2002 - Present
Quintile Wealth Management November 2002 - December 2007
MYCFO April 2001 - October 2002
Cohen Primiani & Foster January 1986 - March 2001
Skills
Transactional tax law, Estate Planning, Investment Management, Venture Capital, Investments, Legal, Hedge Funds, Alternative Investments
Education
New York University 1979 — 1980
Master of Laws (LLM), Tax Law/Taxation
Santa Clara University 1976 — 1979
Doctor of Law (JD), Law
University of Colorado at Boulder 1972 — 1976
Bachelor of Arts (B.A.), Political Science
Aspiriant November 2002 - Present
Quintile Wealth Management November 2002 - December 2007
MYCFO April 2001 - October 2002
Cohen Primiani & Foster January 1986 - March 2001
Skills
Transactional tax law, Estate Planning, Investment Management, Venture Capital, Investments, Legal, Hedge Funds, Alternative Investments
Education
New York University 1979 — 1980
Master of Laws (LLM), Tax Law/Taxation
Santa Clara University 1976 — 1979
Doctor of Law (JD), Law
University of Colorado at Boulder 1972 — 1976
Bachelor of Arts (B.A.), Political Science
Janaki Kumar Janaki Kumar's myCFO Experience 2000 - 2001
Job VP, Head of Design and CoInnovation Center, America
Industry Computer Software
Experience
SAP Labs January 2013 - Present
SAP Labs April 1998 - Present
SAP January 2007 - July 2010
SAP December 2005 - January 2007
SAP Labs May 2005 - November 2005
SAP Labs 2004 - May 2005
SAP Labs 2001 - 2004
myCFO 2000 - 2001
SAP Labs 1998 - 2000
Fannie Mae 1994 - 1998
Skills
UX Management, User Interface Design, Interaction Design, User Experience, Design Patterns, User-centered Design, Game Design, Leadership, Design Thinking, Mobile Design, Gamification, Sustainable Design, Strategic Thinking, User Interface, Usability Testing, Usability, Agile Methodologies, Persona, Mobile Applications, Product Management, User Experience Design, Wireframes, E-commerce, Contextual Inquiry, Information Design, Enterprise Software, Human Computer..., Strategy, Cross-functional Team..., Scrum, User Research, CRM, Information Architecture, User Scenarios, Paper Prototyping, CSS, Web Development, Software Design, Integration, Accessibility, Web Applications, Heuristic Evaluation, Mobile Devices, Product Design, SaaS, Agile Project Management, Creative Direction, Usability Engineering, Management, Finance
Education
Stanford University Graduate School of Business 2011 — 2011
Executive Leadership Program
Boston University 1989 — 1991
MS, Manangement Information System
Madurai Kamaraj University 1987 — 1989
M. Com, Finance
National Institute of Information Technology (NIIT) 1987 — 1988
Diploma, Systems Analysis and Design
SAP Labs January 2013 - Present
SAP Labs April 1998 - Present
SAP January 2007 - July 2010
SAP December 2005 - January 2007
SAP Labs May 2005 - November 2005
SAP Labs 2004 - May 2005
SAP Labs 2001 - 2004
myCFO 2000 - 2001
SAP Labs 1998 - 2000
Fannie Mae 1994 - 1998
Skills
UX Management, User Interface Design, Interaction Design, User Experience, Design Patterns, User-centered Design, Game Design, Leadership, Design Thinking, Mobile Design, Gamification, Sustainable Design, Strategic Thinking, User Interface, Usability Testing, Usability, Agile Methodologies, Persona, Mobile Applications, Product Management, User Experience Design, Wireframes, E-commerce, Contextual Inquiry, Information Design, Enterprise Software, Human Computer..., Strategy, Cross-functional Team..., Scrum, User Research, CRM, Information Architecture, User Scenarios, Paper Prototyping, CSS, Web Development, Software Design, Integration, Accessibility, Web Applications, Heuristic Evaluation, Mobile Devices, Product Design, SaaS, Agile Project Management, Creative Direction, Usability Engineering, Management, Finance
Education
Stanford University Graduate School of Business 2011 — 2011
Executive Leadership Program
Boston University 1989 — 1991
MS, Manangement Information System
Madurai Kamaraj University 1987 — 1989
M. Com, Finance
National Institute of Information Technology (NIIT) 1987 — 1988
Diploma, Systems Analysis and Design
Sarah Clatterbuck Soper's myCFO Experience January 2000 - January 2001
Job Postdoctoral Fellow at NIH/NCI
Industry Biotechnology
Experience
NIH/NCI February 2013 - Present
Johns Hopkins University September 2004 - January 2013
LiveOps, Inc May 2003 - July 2004
Reshape August 2002 - April 2003
Network Physics April 2001 - July 2002
myCFO January 2000 - January 2001
Geocast Network Systems April 1999 - January 2000
Netscape Communications Corporation October 1994 - April 1999
Taos May 1994 - October 1994
Skills
RNA Biology, Unix Administration, Gel Electrophoresis, in Situ Hybridization, Immunohistochemistry, Fluorescence Microscopy, Mouse Models, E. coli, Northern Blotting, Western Blotting, Southern Blot, Radiolabeling, Data Analysis, PowerPoint, Illustrator, Mac OS X, FreeBSD, Linux, Perl, Unix Shell Scripting, PCR, real-time PCR, Protein Purification, Protein Expression, Teaching, Microsoft Excel, Molecular Cloning, Pymol, System Monitoring, HTML, CSS, SDS-PAGE, Sucrose Gradients, RNA isolation, RNAi, recombinant DNA..., Scientific Writing, Molecular Biology, Cell Biology, Cell Culture
Education
The Johns Hopkins University 2004 — 2013
Doctor of Philosophy (Ph.D.), Cell, Molecular, Developmental Biology and Biophysics Program
Mary Baldwin College 1988 — 1992
B.A, Biology and Chemistry
NIH/NCI February 2013 - Present
Johns Hopkins University September 2004 - January 2013
LiveOps, Inc May 2003 - July 2004
Reshape August 2002 - April 2003
Network Physics April 2001 - July 2002
myCFO January 2000 - January 2001
Geocast Network Systems April 1999 - January 2000
Netscape Communications Corporation October 1994 - April 1999
Taos May 1994 - October 1994
Skills
RNA Biology, Unix Administration, Gel Electrophoresis, in Situ Hybridization, Immunohistochemistry, Fluorescence Microscopy, Mouse Models, E. coli, Northern Blotting, Western Blotting, Southern Blot, Radiolabeling, Data Analysis, PowerPoint, Illustrator, Mac OS X, FreeBSD, Linux, Perl, Unix Shell Scripting, PCR, real-time PCR, Protein Purification, Protein Expression, Teaching, Microsoft Excel, Molecular Cloning, Pymol, System Monitoring, HTML, CSS, SDS-PAGE, Sucrose Gradients, RNA isolation, RNAi, recombinant DNA..., Scientific Writing, Molecular Biology, Cell Biology, Cell Culture
Education
The Johns Hopkins University 2004 — 2013
Doctor of Philosophy (Ph.D.), Cell, Molecular, Developmental Biology and Biophysics Program
Mary Baldwin College 1988 — 1992
B.A, Biology and Chemistry
Svetlana Stolarov Svetlana Stolarov's myCFO Experience January 2001 - November 2005
Job CPA
Industry Accounting
Experience
Svetlana Stolarov CPA January 2005 - Present
B Andrew Chapkis AAC February 2006 - June 2011
CALVIN KLEIN October 2004 - January 2006
MYCFO January 2001 - November 2005
Virtual Wall Street Inc October 1997 - August 1998
Skills
Accounting, Tax Preparation, Financial Reporting, Payroll, Tax, QuickBooks, Auditing, Bookkeeping, Corporate Tax, IRS, Tax Returns, CPA, Income Tax
Education
California State University-Northridge 1997 — 2001
BS, Accountancy
School #100
Svetlana Stolarov CPA January 2005 - Present
B Andrew Chapkis AAC February 2006 - June 2011
CALVIN KLEIN October 2004 - January 2006
MYCFO January 2001 - November 2005
Virtual Wall Street Inc October 1997 - August 1998
Skills
Accounting, Tax Preparation, Financial Reporting, Payroll, Tax, QuickBooks, Auditing, Bookkeeping, Corporate Tax, IRS, Tax Returns, CPA, Income Tax
Education
California State University-Northridge 1997 — 2001
BS, Accountancy
School #100
Donna Wells Donna Wells's myCFO Experience August 2000 - December 2001
Job President and CEO at Mindflash Technologies
Industry Internet
Experience
Boston Private Financial Holdings (NASDAQ: BPFH) 2014 - Present
Mindflash May 2010 - Present
Mindflash May 2010 - Present
Silicon Valley November 2009 - Present
Mint.com (Mint Software, Inc.) 2007 - 2009
Expedia, Inc. January 2005 - September 2006
Intuit, Inc. September 2002 - October 2004
myCFO August 2000 - December 2001
Charles Schwab April 1997 - July 2000
American Express 1989 - 1995
Skills
Strategy Development, E-commerce, Small Business, Organizational..., Marketing Research, Online Marketing, Brand Management, Online Advertising, Financial Services, Strategy, SaaS, New Business Development, Marketing, Leadership, Enterprise Software, Training, Marketing Strategy, Agile Methodologies, Management, Start-ups, Product Management, Lead Generation, CRM, SEM, Email Marketing, SEO, Product Development, Strategic Partnerships, CEOs, Entrepreneurship, Business Strategy, Strategic Planning, Analytics
Education
Stanford University Graduate School of Business
MBA
University of Pennsylvania - The Wharton School
BS
Boston Private Financial Holdings (NASDAQ: BPFH) 2014 - Present
Mindflash May 2010 - Present
Mindflash May 2010 - Present
Silicon Valley November 2009 - Present
Mint.com (Mint Software, Inc.) 2007 - 2009
Expedia, Inc. January 2005 - September 2006
Intuit, Inc. September 2002 - October 2004
myCFO August 2000 - December 2001
Charles Schwab April 1997 - July 2000
American Express 1989 - 1995
Skills
Strategy Development, E-commerce, Small Business, Organizational..., Marketing Research, Online Marketing, Brand Management, Online Advertising, Financial Services, Strategy, SaaS, New Business Development, Marketing, Leadership, Enterprise Software, Training, Marketing Strategy, Agile Methodologies, Management, Start-ups, Product Management, Lead Generation, CRM, SEM, Email Marketing, SEO, Product Development, Strategic Partnerships, CEOs, Entrepreneurship, Business Strategy, Strategic Planning, Analytics
Education
Stanford University Graduate School of Business
MBA
University of Pennsylvania - The Wharton School
BS
Peggy Thurmond Peggy Thurmond's myCFO Experience January 2001 - December 2002
Job President Thurmond Consulting
Industry Management Consulting
Experience
Thurmond Consulting 2010 - Present
Fitz Aerospace, Inc. January 2012 - January 2014
McGladrey Capital Markets 2003 - 2010
myCFO January 2001 - December 2002
Kinko's 1998 - 2001
Deloitte 1995 - 1998
Associated Travel International 1993 - 1995
American Airlines 1992 - 1993
American Airlines 1990 - 1992
American Airlines 1989 - 1990
Education
Pepperdine University 2006 — 2009
Ed.D., Organizational Leadership
The University of Texas at Arlington 1977 — 1978
Master of Professional Accounting, Accounting and Business
The University of Texas at Arlington 1972 — 1977
BBA Accounting, Accounting
Thurmond Consulting 2010 - Present
Fitz Aerospace, Inc. January 2012 - January 2014
McGladrey Capital Markets 2003 - 2010
myCFO January 2001 - December 2002
Kinko's 1998 - 2001
Deloitte 1995 - 1998
Associated Travel International 1993 - 1995
American Airlines 1992 - 1993
American Airlines 1990 - 1992
American Airlines 1989 - 1990
Education
Pepperdine University 2006 — 2009
Ed.D., Organizational Leadership
The University of Texas at Arlington 1977 — 1978
Master of Professional Accounting, Accounting and Business
The University of Texas at Arlington 1972 — 1977
BBA Accounting, Accounting
Lisa Hempel Lisa Hempel's myCFO Experience 2000 - 2003
Job VP, Global Marketing and Communications at Equinix
Industry Marketing and Advertising
Experience
Equinix 2010 - Present
Hempel Consulting 2006 - Present
Eastwick Communications 2006 - 2008
Sparkpr December 2003 - September 2006
myCFO 2000 - 2003
Lipstream January 1999 - June 2000
Qwest 1997 - 1998
Cunningham Communication 1991 - 1997
Apple Computer 1990 - 1991
Skills
Social Media, Crisis Communications, Digital Marketing, Lead Generation, Communication Training, Messaging, Internal Communications, Vertical Marketing, Social Media Marketing, Public Relations, Strategic Communications, Integrated Marketing, Marketing Communications, Media Relations, Social Networking, Executive-level..., Large-scale Event..., Brand Awareness, Advertising, Press Releases, Corporate Communications, Marketing, Strategic Planning, Online Marketing, Start-ups, Marketing Strategy, Large Scale Events, Content Development, Leadership, Product Marketing, Strategy, Analyst Relations, Sponsorship, Business Strategy, Management, Enterprise Software, Strategic Partnerships, B2B Marketing, Content Strategy, Digital Media, Digital Strategy, Positioning, E-commerce, Marketing Automation, Thought Leadership, Online Advertising, Brand Development, Email Marketing
Education
University of Colorado at Boulder 1984 — 1988
BA
Cherry Creek High School 1980 — 1984
Equinix 2010 - Present
Hempel Consulting 2006 - Present
Eastwick Communications 2006 - 2008
Sparkpr December 2003 - September 2006
myCFO 2000 - 2003
Lipstream January 1999 - June 2000
Qwest 1997 - 1998
Cunningham Communication 1991 - 1997
Apple Computer 1990 - 1991
Skills
Social Media, Crisis Communications, Digital Marketing, Lead Generation, Communication Training, Messaging, Internal Communications, Vertical Marketing, Social Media Marketing, Public Relations, Strategic Communications, Integrated Marketing, Marketing Communications, Media Relations, Social Networking, Executive-level..., Large-scale Event..., Brand Awareness, Advertising, Press Releases, Corporate Communications, Marketing, Strategic Planning, Online Marketing, Start-ups, Marketing Strategy, Large Scale Events, Content Development, Leadership, Product Marketing, Strategy, Analyst Relations, Sponsorship, Business Strategy, Management, Enterprise Software, Strategic Partnerships, B2B Marketing, Content Strategy, Digital Media, Digital Strategy, Positioning, E-commerce, Marketing Automation, Thought Leadership, Online Advertising, Brand Development, Email Marketing
Education
University of Colorado at Boulder 1984 — 1988
BA
Cherry Creek High School 1980 — 1984
Victor Zhang Victor Zhang's myCFO Experience 2001 - 2005
Job coChief Investment Officer at American Century Investments
Industry Investment Management
Experience
American Century Investments February 2014 - Present
Wilshire Associates January 2006 - January 2014
Harris myCFO Investment Advisory Services June 2001 - December 2005
myCFO 2001 - 2005
Ernst & Young 1996 - 2001
Skills
Investments, Portfolio Management, Asset Allocation, Hedge Funds, Asset Management, Risk Management, Due Diligence, Economics, Asset Managment, Alternative Investments, Emerging Markets, Institutional..., Mergers & Acquisitions, Financial Risk, Investment Strategies, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Securities, Investment Management, Finance, Private Equity, Wealth Management, Derivatives, Fund Of Funds, Financial Markets, Valuation, Management, Financial Analysis, Bonds, Equities, Mutual Funds, Investment Banking
Education
University of California, Los Angeles
BA, Business Economics
American Century Investments February 2014 - Present
Wilshire Associates January 2006 - January 2014
Harris myCFO Investment Advisory Services June 2001 - December 2005
myCFO 2001 - 2005
Ernst & Young 1996 - 2001
Skills
Investments, Portfolio Management, Asset Allocation, Hedge Funds, Asset Management, Risk Management, Due Diligence, Economics, Asset Managment, Alternative Investments, Emerging Markets, Institutional..., Mergers & Acquisitions, Financial Risk, Investment Strategies, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Securities, Investment Management, Finance, Private Equity, Wealth Management, Derivatives, Fund Of Funds, Financial Markets, Valuation, Management, Financial Analysis, Bonds, Equities, Mutual Funds, Investment Banking
Education
University of California, Los Angeles
BA, Business Economics
Valerie Cortopassi Lockwood Valerie Cortopassi Lockwood's myCFO Experience 2000 - 2001
Job Senior Manager at CCG
Industry Accounting
Experience
CCG and HigherUp August 2012 - Present
CALIFORNIA CREDITS GROUP 2001 - Present
myCFO 2000 - 2001
Deloitte. 1995 - 2000
Skills
Accounting, Tax, Tax Returns, Income Tax, Corporate Tax, Auditing, QuickBooks, Financial Analysis, Budgets, Financial Modeling, Management, Strategic Planning
Education
University of California, Santa Barbara
CCG and HigherUp August 2012 - Present
CALIFORNIA CREDITS GROUP 2001 - Present
myCFO 2000 - 2001
Deloitte. 1995 - 2000
Skills
Accounting, Tax, Tax Returns, Income Tax, Corporate Tax, Auditing, QuickBooks, Financial Analysis, Budgets, Financial Modeling, Management, Strategic Planning
Education
University of California, Santa Barbara
Scott Browning Scott Browning's myCFO Experience 2000 - 2002
Job Managing Partner at Zegura Family Wealth Advisors
Industry Financial Services
Experience
Zegura Family Wealth Advisors October 2012 - Present
City National Bank February 2002 - October 2012
myCFO 2000 - 2002
Deloitte & Touche 1997 - 2000
Skills
Wealth Management, Banking, Investments, Portfolio Management, Commercial Banking, Loans, Private Banking, Due Diligence, Treasury Management, Financial Analysis, Asset Management, Credit, Credit Analysis, Mergers & Acquisitions, Estate Planning, Risk Management, High Net Worth..., Strategic Financial..., Alternative Investments, Financial Services, Asset Managment, Investment Advisory, Private Equity, Securities
Education
Lewis & Clark Law School 1981 — 1984
JD, Law
University of Montana 1977 — 1981
BS, Accounting
Zegura Family Wealth Advisors October 2012 - Present
City National Bank February 2002 - October 2012
myCFO 2000 - 2002
Deloitte & Touche 1997 - 2000
Skills
Wealth Management, Banking, Investments, Portfolio Management, Commercial Banking, Loans, Private Banking, Due Diligence, Treasury Management, Financial Analysis, Asset Management, Credit, Credit Analysis, Mergers & Acquisitions, Estate Planning, Risk Management, High Net Worth..., Strategic Financial..., Alternative Investments, Financial Services, Asset Managment, Investment Advisory, Private Equity, Securities
Education
Lewis & Clark Law School 1981 — 1984
JD, Law
University of Montana 1977 — 1981
BS, Accounting
Roger S. Stinnett, CPA/PFS, CFP®, CIMA®'s myCFO Experience 2000 - 2002
Job Managing Director of Wealth Planning at First Foundation Advisors
Industry Financial Services
Experience
First Foundation Advisors April 2011 - Present
Editorial Review Board for the Journal of Financial Planning March 2008 - Present
Advisory Board for Journal of Financial Planning January 2011 - December 2014
City National Bank December 2005 - April 2011
Ernst & Young, LLP 2002 - 2005
myCFO 2000 - 2002
Ernst & Young/Kenneth Leventhal & Company ** 1990 - 1999
Education
University of Arizona 1985 — 1989
BSBA, Accounting
First Foundation Advisors April 2011 - Present
Editorial Review Board for the Journal of Financial Planning March 2008 - Present
Advisory Board for Journal of Financial Planning January 2011 - December 2014
City National Bank December 2005 - April 2011
Ernst & Young, LLP 2002 - 2005
myCFO 2000 - 2002
Ernst & Young/Kenneth Leventhal & Company ** 1990 - 1999
Education
University of Arizona 1985 — 1989
BSBA, Accounting
Jill Mendenhall EA Jill Mendenhall EA's myCFO Experience December 2006 - October 2007
Job Tax Professional
Industry Accounting
Experience
Mendenhall Tax Services July 2004 - Present
myCFO December 2006 - October 2007
Mendenhall Consulting 1994 - 1999
ALZA Corporation May 1985 - June 1993
Skills
Tax, Small Business, Auditing, Income Tax, Tax Preparation, Tax Returns, Tax Law, Tax Advisory
Education
De Anza College 1988 — 2009
University of California, Los Angeles 1978 — 1980
BS
University of California, Santa Cruz 1976 — 1978
Mendenhall Tax Services July 2004 - Present
myCFO December 2006 - October 2007
Mendenhall Consulting 1994 - 1999
ALZA Corporation May 1985 - June 1993
Skills
Tax, Small Business, Auditing, Income Tax, Tax Preparation, Tax Returns, Tax Law, Tax Advisory
Education
De Anza College 1988 — 2009
University of California, Los Angeles 1978 — 1980
BS
University of California, Santa Cruz 1976 — 1978
Bradley Alford, CFA Bradley Alford, CFA's myCFO Experience 2000 - 2002
Job Founder, Alpha Capital Management
Industry Investment Management
Experience
Alpha Capital Management 2006 - Present
Atlantic Trust 2002 - 2006
myCFO 2000 - 2002
The Duke Endowment 1996 - 2000
Emory University 1989 - 1995
Education
University of Alabama 1987 — 1989
MBA, Finance
University of Alabama 1983 — 1987
BS, Corporate Finance & Investment Management
Alpha Capital Management 2006 - Present
Atlantic Trust 2002 - 2006
myCFO 2000 - 2002
The Duke Endowment 1996 - 2000
Emory University 1989 - 1995
Education
University of Alabama 1987 — 1989
MBA, Finance
University of Alabama 1983 — 1987
BS, Corporate Finance & Investment Management
Debbie Lockwood's myCFO Experience 2000 - 2002
Job Senior Administrative Assistant at Uber
Industry Internet
Experience
Cornerstone Research June 2014 - July 2015
Software Equity Group March 2013 - December 2013
StockTwits September 2011 - November 2012
Persistent Systems January 2009 - December 2010
Openwave June 2007 - June 2008
LongBoard, Inc. October 2004 - June 2007
Frank, Rimerman + Co. LLP (Worked for Kevin McAuliffe 1/2000-9/2004) June 2002 - September 2004
myCFO 2000 - 2002
Skills
PowerPoint, Start-ups, Social Media, Strategic Planning, Project Management, Microsoft Office, Social Networking, Venture Capital, Microsoft Excel, Sales, Entrepreneurship
Education
University of California, San Diego 1986 — 1989
B.A.
MiraCosta College
Cornerstone Research June 2014 - July 2015
Software Equity Group March 2013 - December 2013
StockTwits September 2011 - November 2012
Persistent Systems January 2009 - December 2010
Openwave June 2007 - June 2008
LongBoard, Inc. October 2004 - June 2007
Frank, Rimerman + Co. LLP (Worked for Kevin McAuliffe 1/2000-9/2004) June 2002 - September 2004
myCFO 2000 - 2002
Skills
PowerPoint, Start-ups, Social Media, Strategic Planning, Project Management, Microsoft Office, Social Networking, Venture Capital, Microsoft Excel, Sales, Entrepreneurship
Education
University of California, San Diego 1986 — 1989
B.A.
MiraCosta College
Danny Abir Danny Abir's myCFO Experience December 1999 - September 2003
Job Managing Partner at Alexander Cohen & Associates
Industry Law Practice
Experience
Alexander Cohen & Associates September 2013 - Present
Millennium Legal Advisors January 2012 - September 2013
Khorrami Pollard & Abir, LLP January 2006 - 2011
KPMG Peat Marwick October 2003 - February 2004
myCFO December 1999 - September 2003
Skills
Firm management, Management, Marketing Strategy, HR Consulting, Tax, Corporate Tax, Due Diligence, Income Tax, Private Equity, Financial Analysis, International Tax, Litigation, Transfer Pricing, Corporate Finance, Restructuring, Tax Law, Investments, Commercial Litigation, Trusts, Strategic Financial..., Financial Modeling, Accounting, Mediation, Trials, Civil Litigation, Personal Injury, Courts, Appeals, Legal Advice, International Law, Legal Research
Education
New York University School of Law 1997 — 1999
LLM, Tax
Georgetown University Law Center 1994 — 1995
LLM, International Law
Whittier Law School 1991 — 1994
JD
University of Southern California - Marshall School of Business 1986 — 1988
BS, Finance
Razi Highschool 1984 — 1985
Alexander Cohen & Associates September 2013 - Present
Millennium Legal Advisors January 2012 - September 2013
Khorrami Pollard & Abir, LLP January 2006 - 2011
KPMG Peat Marwick October 2003 - February 2004
myCFO December 1999 - September 2003
Skills
Firm management, Management, Marketing Strategy, HR Consulting, Tax, Corporate Tax, Due Diligence, Income Tax, Private Equity, Financial Analysis, International Tax, Litigation, Transfer Pricing, Corporate Finance, Restructuring, Tax Law, Investments, Commercial Litigation, Trusts, Strategic Financial..., Financial Modeling, Accounting, Mediation, Trials, Civil Litigation, Personal Injury, Courts, Appeals, Legal Advice, International Law, Legal Research
Education
New York University School of Law 1997 — 1999
LLM, Tax
Georgetown University Law Center 1994 — 1995
LLM, International Law
Whittier Law School 1991 — 1994
JD
University of Southern California - Marshall School of Business 1986 — 1988
BS, Finance
Razi Highschool 1984 — 1985
Steven A. Carpenter Steven A. Carpenter's myCFO Experience 2000 - 2002
Job Executive in Residence at Accel Partners
Industry Internet
Experience
Accel Partners October 2015 - Present
Dropbox July 2013 - Present
Endorse.com November 2010 - July 2013
Accel Partners September 2010 - September 2011
Cake Financial Corporation March 2006 - January 2010
RealNetworks, Inc. 2005 - 2006
RealNetworks, Inc. July 2004 - May 2005
myCFO 2000 - 2002
Snapfish.com Corporation 2000 - 2001
Education
Harvard Business School 2002 — 2004
MBA
Tufts University 1990 — 1994
BA
London School of Economics
Accel Partners October 2015 - Present
Dropbox July 2013 - Present
Endorse.com November 2010 - July 2013
Accel Partners September 2010 - September 2011
Cake Financial Corporation March 2006 - January 2010
RealNetworks, Inc. 2005 - 2006
RealNetworks, Inc. July 2004 - May 2005
myCFO 2000 - 2002
Snapfish.com Corporation 2000 - 2001
Education
Harvard Business School 2002 — 2004
MBA
Tufts University 1990 — 1994
BA
London School of Economics
Peter van Veldhuisen's myCFO Experience January 2000 - April 2001
Job Sr. Director, Finance at Luxtera
Industry Semiconductors
Experience
Luxtera April 2012 - Present
AMD April 2001 - April 2012
myCFO January 2000 - April 2001
Hewlett-Packard June 1997 - January 2000
Lam Research March 1996 - June 1997
SGI July 1995 - March 1996
Skills
Financial Modeling, Business Process..., Strategic Financial..., Forecasting, Internal Controls, Start-ups, Revenue Recognition, Financial Analysis, Management, Sarbanes-Oxley, Executive Reporting, Supply Chain, Business Strategy, Business Analysis, Microsoft Excel, Project Management, SAP R/3, Long Range Planning, Integration, Process Engineering, Strategic Planning, Business Planning, Change Management, SAP BW, Business Partner Support, Pricing Analysis, Board of Directors..., Team Leadership, German, Credit Risk, Budget Process, Ad Hoc Reporting, Budget Setting, Silicon Photonics, Credit Analysis, Key Performance..., Key Metrics, Employee Management, Sales Commissions, Sales Finance
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
Masters of International Business Studies, International Finance
Pennsylvania State University - The Smeal College of Business 1988 — 1992
Bachelors of Science, Finance and International Business with German Minor
Luxtera April 2012 - Present
AMD April 2001 - April 2012
myCFO January 2000 - April 2001
Hewlett-Packard June 1997 - January 2000
Lam Research March 1996 - June 1997
SGI July 1995 - March 1996
Skills
Financial Modeling, Business Process..., Strategic Financial..., Forecasting, Internal Controls, Start-ups, Revenue Recognition, Financial Analysis, Management, Sarbanes-Oxley, Executive Reporting, Supply Chain, Business Strategy, Business Analysis, Microsoft Excel, Project Management, SAP R/3, Long Range Planning, Integration, Process Engineering, Strategic Planning, Business Planning, Change Management, SAP BW, Business Partner Support, Pricing Analysis, Board of Directors..., Team Leadership, German, Credit Risk, Budget Process, Ad Hoc Reporting, Budget Setting, Silicon Photonics, Credit Analysis, Key Performance..., Key Metrics, Employee Management, Sales Commissions, Sales Finance
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
Masters of International Business Studies, International Finance
Pennsylvania State University - The Smeal College of Business 1988 — 1992
Bachelors of Science, Finance and International Business with German Minor
Clay Stevens Clay Stevens's myCFO Experience February 2001 - October 2003
Job Estate Planning Attorney
Industry Law Practice
Experience
Primiani & Stevens, PC November 2003 - Present
Aspiriant October 2003 - Present
Chapman University June 2003 - December 2014
myCFO February 2001 - October 2003
Gibson, Dunn & Crutcher LLP February 1998 - February 2001
Skills
Estate Tax Planning, Estate Planning, High Net Worth..., Tax Law, Legal Writing, Trusts, Tax, Estate Law
Education
New York University School of Law 1995 — 1996
L.LM., Taxation
Pepperdine University School of Law 1992 — 1995
JD, Law
Occidental College 1988 — 1991
B.A., Economics
Saguaro High School
Primiani & Stevens, PC November 2003 - Present
Aspiriant October 2003 - Present
Chapman University June 2003 - December 2014
myCFO February 2001 - October 2003
Gibson, Dunn & Crutcher LLP February 1998 - February 2001
Skills
Estate Tax Planning, Estate Planning, High Net Worth..., Tax Law, Legal Writing, Trusts, Tax, Estate Law
Education
New York University School of Law 1995 — 1996
L.LM., Taxation
Pepperdine University School of Law 1992 — 1995
JD, Law
Occidental College 1988 — 1991
B.A., Economics
Saguaro High School
Carl Knecht Carl Knecht's myCFO Experience January 2000 - April 2001
Job Founder and Managing Member at Lihera LLC
Industry Financial Services
Experience
Lihera LLC March 2010 - Present
WealthTouch, Inc 2008 - March 2010
WealthTouch, Inc. 2001 - 2007
myCFO January 2000 - April 2001
Digital Partner 1997 - 1999
VHB August 1994 - September 1997
Skills
IT Strategy, Start-ups, Web Applications, Family Office, Financial Reporting, Executive Management, Business Analysis, Integration, Software Development, SaaS, Business Strategy, SQL, Strategy, Management, Project Planning, Leadership, Consulting, Cloud Computing, Mergers & Acquisitions, Product Management, Entrepreneurship, Business Intelligence, Management Consulting, Enterprise Software, Strategic Partnerships, Program Management, Business Process..., E-commerce, Vendor Management, Outsourcing, Business Process
Education
Penn State University 1990 — 1994
BS, Engineering
Edison High School 1985 — 1990
Lihera LLC March 2010 - Present
WealthTouch, Inc 2008 - March 2010
WealthTouch, Inc. 2001 - 2007
myCFO January 2000 - April 2001
Digital Partner 1997 - 1999
VHB August 1994 - September 1997
Skills
IT Strategy, Start-ups, Web Applications, Family Office, Financial Reporting, Executive Management, Business Analysis, Integration, Software Development, SaaS, Business Strategy, SQL, Strategy, Management, Project Planning, Leadership, Consulting, Cloud Computing, Mergers & Acquisitions, Product Management, Entrepreneurship, Business Intelligence, Management Consulting, Enterprise Software, Strategic Partnerships, Program Management, Business Process..., E-commerce, Vendor Management, Outsourcing, Business Process
Education
Penn State University 1990 — 1994
BS, Engineering
Edison High School 1985 — 1990
Mukesh Aggarwal Mukesh Aggarwal's myCFO Experience September 2000 - January 2001
Job Tech Lead at Intuit
Industry Computer Software
Experience
Intuit April 2012 - Present
Intuit March 2008 - April 2012
CaseCentral, Inc March 2005 - March 2008
EMC (Documentum) March 2004 - March 2005
SBC/AT & T February 2003 - March 2004
Cisco Systems June 2002 - February 2003
Webpartner Inc. February 2001 - June 2002
myCFO September 2000 - January 2001
HealthcentralRx May 2000 - September 2000
Qool.com February 1998 - April 2000
Skills
J2EE, Hadoop, Lucene, SOLR, Oracle, SQL, Scalability, Web Services, REST, XML, Android, Java, jboss, databases, jdbc, spring, tomcat, jaxb, ejb, splunk, mobile, linux, voip, Java Enterprise Edition, JBoss Application Server, Tomcat, Mobile Devices, JDBC, VoIP, Agile Methodologies, JUnit, Databases, Distributed Systems, EJB, Eclipse, Cloud Computing, MySQL, Amazon Web Services..., Mobile Applications, JSON, Big Data, Servlets, HTML 5, Git, Integration, SOA, Software Engineering, Scrum, Object Oriented Design, Enterprise Software
Education
C.R.State College Of Engineering 1992 — 1996
BS, Chemical Engineering
Maharshi Dayanand University 1992 — 1996
BS, Chemical Engineering
DAV Pitampura, Delhi
Intuit April 2012 - Present
Intuit March 2008 - April 2012
CaseCentral, Inc March 2005 - March 2008
EMC (Documentum) March 2004 - March 2005
SBC/AT & T February 2003 - March 2004
Cisco Systems June 2002 - February 2003
Webpartner Inc. February 2001 - June 2002
myCFO September 2000 - January 2001
HealthcentralRx May 2000 - September 2000
Qool.com February 1998 - April 2000
Skills
J2EE, Hadoop, Lucene, SOLR, Oracle, SQL, Scalability, Web Services, REST, XML, Android, Java, jboss, databases, jdbc, spring, tomcat, jaxb, ejb, splunk, mobile, linux, voip, Java Enterprise Edition, JBoss Application Server, Tomcat, Mobile Devices, JDBC, VoIP, Agile Methodologies, JUnit, Databases, Distributed Systems, EJB, Eclipse, Cloud Computing, MySQL, Amazon Web Services..., Mobile Applications, JSON, Big Data, Servlets, HTML 5, Git, Integration, SOA, Software Engineering, Scrum, Object Oriented Design, Enterprise Software
Education
C.R.State College Of Engineering 1992 — 1996
BS, Chemical Engineering
Maharshi Dayanand University 1992 — 1996
BS, Chemical Engineering
DAV Pitampura, Delhi
Cris LeMaster's myCFO Experience September 2000 - March 2001
Job Principal Software Engineer IndieMotionPicture.com / Consulting Engineer LeMaster Group LLC
Industry Computer Software
Experience
IndieMotionPicture.com January 2012 - Present
LeMaster Group LLC July 2008 - Present
Organic Inc. May 2007 - October 2008
Content Lifecycle Management Software May 2006 - July 2007
Finaplex (Now Broadridge) May 2005 - May 2006
Financial Engines March 2001 - September 2004
MyCFO September 2000 - March 2001
Charles Schwab and Co December 1997 - September 2000
HL Yoh Company January 1994 - December 1997
Exponent February 1991 - December 1993
Skills
XML, Software Development, Web Services, Ruby on Rails, Java, Javascript, CSS Javascript, Web Video, Web Development, Website Development, Enterprise Software, Enterprise Architecture, JSON, Git, Start-ups, Start-up Consulting, Consulting, JavaScript, Databases, AJAX, JSP, Perl
Education
Texas A&M University-Corpus Christi
Bachelor's degree, Computer Science. Systems Software
IndieMotionPicture.com January 2012 - Present
LeMaster Group LLC July 2008 - Present
Organic Inc. May 2007 - October 2008
Content Lifecycle Management Software May 2006 - July 2007
Finaplex (Now Broadridge) May 2005 - May 2006
Financial Engines March 2001 - September 2004
MyCFO September 2000 - March 2001
Charles Schwab and Co December 1997 - September 2000
HL Yoh Company January 1994 - December 1997
Exponent February 1991 - December 1993
Skills
XML, Software Development, Web Services, Ruby on Rails, Java, Javascript, CSS Javascript, Web Video, Web Development, Website Development, Enterprise Software, Enterprise Architecture, JSON, Git, Start-ups, Start-up Consulting, Consulting, JavaScript, Databases, AJAX, JSP, Perl
Education
Texas A&M University-Corpus Christi
Bachelor's degree, Computer Science. Systems Software
Bill Woodson's myCFO Experience June 1999 - November 2001
Job
Industry Financial Services
Experience
Citi Private Bank May 2014 - Present
Credit Suisse January 2007 - May 2014
Merrill Lynch November 2001 - December 2006
myCFO June 1999 - November 2001
Arthur Andersen 1990 - 1998
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
University of California, Irvine
BS, Economics
Citi Private Bank May 2014 - Present
Credit Suisse January 2007 - May 2014
Merrill Lynch November 2001 - December 2006
myCFO June 1999 - November 2001
Arthur Andersen 1990 - 1998
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MS, Accounting
University of California, Irvine
BS, Economics
Jeff Colin's myCFO Experience 2000 - 2001
Job
Industry Financial Services
Experience
Baker Street Advisors, LLC August 2003 - Present
Deutsche Bank Alex. Brown December 2002 - August 2003
Deustche Bank Alex Brown December 2002 - August 2003
Robertson Stephens 2001 - 2002
myCFO 2000 - 2001
Goldman Sachs 1991 - 2000
Skills
Investments, Asset Allocation, Hedge Funds, Private Equity, Alternative Investments, Wealth Management..., Investment Advisory, Portfolio Management, Investment Management, High Net Worth..., Investment Strategies, Real Estate, Wealth Management, Equities, Venture Capital, Financial Advisory, Finance
Education
J.L. Kellogg Graduate School of Management 1989 — 1991
MBA
Northwestern University 1981 — 1985
BS
Baker Street Advisors, LLC August 2003 - Present
Deutsche Bank Alex. Brown December 2002 - August 2003
Deustche Bank Alex Brown December 2002 - August 2003
Robertson Stephens 2001 - 2002
myCFO 2000 - 2001
Goldman Sachs 1991 - 2000
Skills
Investments, Asset Allocation, Hedge Funds, Private Equity, Alternative Investments, Wealth Management..., Investment Advisory, Portfolio Management, Investment Management, High Net Worth..., Investment Strategies, Real Estate, Wealth Management, Equities, Venture Capital, Financial Advisory, Finance
Education
J.L. Kellogg Graduate School of Management 1989 — 1991
MBA
Northwestern University 1981 — 1985
BS
Bradley Oliver's myCFO Experience 2000 - 2002
Job Technology Design and Implementation | Operations Management | Process Optimization | Business Continuity Planning
Industry Information Technology and Services
Experience
Cheqbox.io February 2015 - Present
CTC myCFO 2002 - 2014
EAA Chapter 663 2010 - 2011
myCFO 2000 - 2002
Digital Partner 1999 - 1999
Netreactor Technologies, Inc. 1997 - 1999
Associated Industried Insruance Services 1996 - 1999
NCCI 1996 - 1996
Skills
Program Management, Project Management, Risk Management, Customer Service, Strategy, Product Development, Management, Cross-functional Team..., Product Management, Operations Management, Business Analysis, Leadership, Team Building, Process Improvement, Strategic Planning, New Business Development, Marketing Strategy, Business Continuity, Information Design, Customer Relations, Aircraft, Aviation, Web Development, Software Design, Disaster Recovery, Vendor Management, System Deployment, Start-ups, Lean Startup, Brand Development, Web Design, Digital Photography, Multimedia, Fine Art Photography, Lightroom, Disaster Risk Reduction, Business Continuity..., Business Impact Analysis, 3D Printing
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Business Logistics
Cheqbox.io February 2015 - Present
CTC myCFO 2002 - 2014
EAA Chapter 663 2010 - 2011
myCFO 2000 - 2002
Digital Partner 1999 - 1999
Netreactor Technologies, Inc. 1997 - 1999
Associated Industried Insruance Services 1996 - 1999
NCCI 1996 - 1996
Skills
Program Management, Project Management, Risk Management, Customer Service, Strategy, Product Development, Management, Cross-functional Team..., Product Management, Operations Management, Business Analysis, Leadership, Team Building, Process Improvement, Strategic Planning, New Business Development, Marketing Strategy, Business Continuity, Information Design, Customer Relations, Aircraft, Aviation, Web Development, Software Design, Disaster Recovery, Vendor Management, System Deployment, Start-ups, Lean Startup, Brand Development, Web Design, Digital Photography, Multimedia, Fine Art Photography, Lightroom, Disaster Risk Reduction, Business Continuity..., Business Impact Analysis, 3D Printing
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Business Logistics
Art Shaw's myCFO Experience October 1999 - June 2003
Job CEO at RepairPal
Industry Internet
Experience
RepairPal 2011 - Present
TuneCore 2013 - Present
3FactorIndexing 2011 - Present
Insikt 2012 - Present
Connexus January 2005 - March 2011
myCFO October 1999 - June 2003
Charles Schwab 1992 - 1999
Skills
Mergers & Acquisitions, Venture Capital, E-commerce, Start-ups, Entrepreneurship, Strategic Partnerships, Business Strategy, Analytics, Leadership, Strategy Execution, Strategy, Corporate Development, Marketing, Product Management
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Brown University
BA, Mathematical Economics
RepairPal 2011 - Present
TuneCore 2013 - Present
3FactorIndexing 2011 - Present
Insikt 2012 - Present
Connexus January 2005 - March 2011
myCFO October 1999 - June 2003
Charles Schwab 1992 - 1999
Skills
Mergers & Acquisitions, Venture Capital, E-commerce, Start-ups, Entrepreneurship, Strategic Partnerships, Business Strategy, Analytics, Leadership, Strategy Execution, Strategy, Corporate Development, Marketing, Product Management
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Brown University
BA, Mathematical Economics
Tony Difede's myCFO Experience 2000 - 2001
Job Contract CFO at Living Well Assisted Living at Home
Industry Biotechnology
Experience
Living Well Assisted Living at Home December 2011 - Present
A-cube February 2010 - Present
Rubicor Medical, LLC August 2010 - March 2012
Neuraltus Pharmaceuticals February 2009 - July 2010
Rubicor Medical, Inc October 2001 - December 2008
MyCFO 2000 - 2001
KPMG January 1994 - December 1999
Ernst & Young October 1991 - January 1994
Ernst & Young January 1980 - December 1990
Education
University of Florida 1975 — 1979
BSBA, Accounting
Pace University - Lubin School of Business
MS, Taxation
Living Well Assisted Living at Home December 2011 - Present
A-cube February 2010 - Present
Rubicor Medical, LLC August 2010 - March 2012
Neuraltus Pharmaceuticals February 2009 - July 2010
Rubicor Medical, Inc October 2001 - December 2008
MyCFO 2000 - 2001
KPMG January 1994 - December 1999
Ernst & Young October 1991 - January 1994
Ernst & Young January 1980 - December 1990
Education
University of Florida 1975 — 1979
BSBA, Accounting
Pace University - Lubin School of Business
MS, Taxation
Deborah Wolfson's myCFO Experience November 1999 - November 2001
Job Volunteer Teacher's Assistant at West Valley College
Industry Accounting
Experience
West Valley College August 2014 - Present
Altair Technologies Inc. August 2010 - March 2012
Ahavat Olam June 2010 - June 2010
OCZ Technology January 2008 - March 2008
CPS CORFAC International October 2005 - November 2007
Western Forge & Flange November 2001 - July 2005
myCFO November 1999 - November 2001
DataLink Systems Corp. October 1998 - June 1999
Precedence, Inc. October 1995 - June 1998
E.T. Systems, Inc. March 1986 - August 1995
Skills
General Ledger, Accounting, Accounts Payable, Account Reconciliation, Fixed Assets, Payroll, Accounts Receivable, Cash Flow, Financial Reporting, Management, Auditing, Finance, Internal Controls, Financial Statements, Budgets, Financial Analysis, US GAAP, Tax Preparation, CPA, Analysis, Financial Accounting, GAAP, Sarbanes-Oxley Act, Corporate Tax, Cash Management, QuickBooks, Sarbanes-Oxley, SEC filings, Consolidation, Great Plains Software, Cost Accounting
Education
West Valley College 1984 — 2014
Computer Softwares, Fine Arts
University of Manitoba 1974 — 1975
Accounting
West Valley College August 2014 - Present
Altair Technologies Inc. August 2010 - March 2012
Ahavat Olam June 2010 - June 2010
OCZ Technology January 2008 - March 2008
CPS CORFAC International October 2005 - November 2007
Western Forge & Flange November 2001 - July 2005
myCFO November 1999 - November 2001
DataLink Systems Corp. October 1998 - June 1999
Precedence, Inc. October 1995 - June 1998
E.T. Systems, Inc. March 1986 - August 1995
Skills
General Ledger, Accounting, Accounts Payable, Account Reconciliation, Fixed Assets, Payroll, Accounts Receivable, Cash Flow, Financial Reporting, Management, Auditing, Finance, Internal Controls, Financial Statements, Budgets, Financial Analysis, US GAAP, Tax Preparation, CPA, Analysis, Financial Accounting, GAAP, Sarbanes-Oxley Act, Corporate Tax, Cash Management, QuickBooks, Sarbanes-Oxley, SEC filings, Consolidation, Great Plains Software, Cost Accounting
Education
West Valley College 1984 — 2014
Computer Softwares, Fine Arts
University of Manitoba 1974 — 1975
Accounting
Rick Higgins's myCFO Experience 1999 - 2001
Job Chief Innovation Officer at Risclarity Portfolio Reporting
Industry Information Technology and Services
Experience
Risclarity Portfolio Reporting January 2010 - Present
The Rocky Mountain Experience January 2012 - Present
Enchanted Road Productions January 2010 - Present
Azertion Movement for Cultural Understanding January 2011 - Present
StokTrib LLC December 2010 - November 2012
The Alliance Security Council January 2011 - October 2011
The Family Wealth Alliance October 2010 - October 2011
WealthTouch, Inc. January 2008 - December 2009
WealthTouch Inc. October 2001 - December 2007
myCFO 1999 - 2001
Skills
Mergers, Investments, Start-ups, Portfolio Management, Private Equity, Television Producing, Microsoft SQL Server, Storytelling, Entrepreneurship, Financial Modeling, Mergers & Acquisitions, Family Office, Business Analysis, Leadership, Strategic Financial..., Executive Management, Wealth Management, Consulting, Public Relations
Education
The George Washington University 1994 — 1997
MS, Management Information Systems
Penn State University 1990 — 1994
BS, Finance
Risclarity Portfolio Reporting January 2010 - Present
The Rocky Mountain Experience January 2012 - Present
Enchanted Road Productions January 2010 - Present
Azertion Movement for Cultural Understanding January 2011 - Present
StokTrib LLC December 2010 - November 2012
The Alliance Security Council January 2011 - October 2011
The Family Wealth Alliance October 2010 - October 2011
WealthTouch, Inc. January 2008 - December 2009
WealthTouch Inc. October 2001 - December 2007
myCFO 1999 - 2001
Skills
Mergers, Investments, Start-ups, Portfolio Management, Private Equity, Television Producing, Microsoft SQL Server, Storytelling, Entrepreneurship, Financial Modeling, Mergers & Acquisitions, Family Office, Business Analysis, Leadership, Strategic Financial..., Executive Management, Wealth Management, Consulting, Public Relations
Education
The George Washington University 1994 — 1997
MS, Management Information Systems
Penn State University 1990 — 1994
BS, Finance
Dana Gray, JD, LLM, CFP®'s myCFO Experience May 2000 - November 2002
Job Senior Trust Advisor at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2006 - Present
Quintile Wealth Management November 2002 - February 2006
myCFO May 2000 - November 2002
Deloitte & Touche August 1997 - May 2000
Skills
Strategic Financial..., Wealth Management..., Trust Management, Wealth, High Net Worth..., Trust Services, Wills, Financial Modeling, Financial Planning, Retirement, Philanthropy, Investment Strategies, Bonds, Financial Advisory, Banking, Inheritance Tax Planning, Tax Law, Cash Management, Asset Protection, Estate Tax Planning, 401k, Estate Planning
Education
Golden Gate University, School of Law 1999 — 2001
LLM, Tax, With Highest Honors
Whittier Law School 1989 — 1992
JD, Law, Magna Cum Laude
Loyola Marymount University 1984 — 1987
BA, European Studies/Civilization
Loyola Rome 1985 — 1985
Northern Trust February 2006 - Present
Quintile Wealth Management November 2002 - February 2006
myCFO May 2000 - November 2002
Deloitte & Touche August 1997 - May 2000
Skills
Strategic Financial..., Wealth Management..., Trust Management, Wealth, High Net Worth..., Trust Services, Wills, Financial Modeling, Financial Planning, Retirement, Philanthropy, Investment Strategies, Bonds, Financial Advisory, Banking, Inheritance Tax Planning, Tax Law, Cash Management, Asset Protection, Estate Tax Planning, 401k, Estate Planning
Education
Golden Gate University, School of Law 1999 — 2001
LLM, Tax, With Highest Honors
Whittier Law School 1989 — 1992
JD, Law, Magna Cum Laude
Loyola Marymount University 1984 — 1987
BA, European Studies/Civilization
Loyola Rome 1985 — 1985
Eric Wikstrom's myCFO Experience 2002 - 2003
Job Founder of Integrated Wealth Strategies,LLC
Industry Financial Services
Experience
Integrated Wealth Strategies,LLC 2005 - Present
Lydian Wealth Management 2003 - 2004
myCFO 2002 - 2003
Arthur Andersen 1999 - 2002
MetLife Capital 1994 - 1998
GATX Capital 1991 - 1994
Skills
Strategic Financial..., Investments, Retirement Planning, Finance, Financial Analysis, Corporate Finance, Tax, 401k, Wealth Management..., IRAs, Small Business, Entrepreneurship, Financial Structuring, Real Estate, Banking, Alternative Investments, Asset Managment, Asset Management, Due Diligence, Start-ups, Funding, Financial Planning
Education
Golden Gate University
Masters of Science, Taxation
University of Washington
Bachelor of Arts (B.A.), Business Administration
Integrated Wealth Strategies,LLC 2005 - Present
Lydian Wealth Management 2003 - 2004
myCFO 2002 - 2003
Arthur Andersen 1999 - 2002
MetLife Capital 1994 - 1998
GATX Capital 1991 - 1994
Skills
Strategic Financial..., Investments, Retirement Planning, Finance, Financial Analysis, Corporate Finance, Tax, 401k, Wealth Management..., IRAs, Small Business, Entrepreneurship, Financial Structuring, Real Estate, Banking, Alternative Investments, Asset Managment, Asset Management, Due Diligence, Start-ups, Funding, Financial Planning
Education
Golden Gate University
Masters of Science, Taxation
University of Washington
Bachelor of Arts (B.A.), Business Administration
Anil Gangolli's myCFO Experience 1999 - 2002
Job Principal Engineer at A9.com
Industry Information Technology and Services
Experience
A9.com April 2005 - Present
Zaplet 2002 - 2004
myCFO 1999 - 2002
Structured Arts Communications 1997 - 1999
Netscape Communications 1995 - 1997
Silicon Graphics (SGI) 1993 - 1995
Sun Microsystems 1991 - 1993
Skills
Scalability, Technical Leadership, Distributed Systems, Software Development, Java, Linux, Software Design, Web Applications
Education
Stanford University 1984 — 1991
Ph.D., Computer Science
Stanford University 1981 — 1984
BS, with Distinction, Mathematical Sciences
A9.com April 2005 - Present
Zaplet 2002 - 2004
myCFO 1999 - 2002
Structured Arts Communications 1997 - 1999
Netscape Communications 1995 - 1997
Silicon Graphics (SGI) 1993 - 1995
Sun Microsystems 1991 - 1993
Skills
Scalability, Technical Leadership, Distributed Systems, Software Development, Java, Linux, Software Design, Web Applications
Education
Stanford University 1984 — 1991
Ph.D., Computer Science
Stanford University 1981 — 1984
BS, with Distinction, Mathematical Sciences
Lorna Drope, J.D., LL.M.'s myCFO Experience December 1999 - May 2002
Job Special Needs Planning; Tax & Estate Planning Attorney
Industry Law Practice
Experience
Law Office of Lorna J. Drope March 2010 - Present
Hoge Fenton Jones & Appel June 2008 - March 2010
myCFO December 1999 - May 2002
Arthur Andersen, LLP March 1998 - December 1999
Skills
Estate Planning, High Net Worth..., Conservatorships, Tax, Litigation, Trusts, Legal Research, Special Needs Trusts, Legal Writing, Appeals, Courts, Civil Litigation, Wills
Education
University of San Diego School of Law 2000 — 2002
LL.M. Taxation, Cum Laude
University of Michigan Law School 1994 — 1995
Pepperdine University School of Law 1992 — 1994
Juris Doctor
University of Michigan
Bachelor of Science, Biopsychology
Law Office of Lorna J. Drope March 2010 - Present
Hoge Fenton Jones & Appel June 2008 - March 2010
myCFO December 1999 - May 2002
Arthur Andersen, LLP March 1998 - December 1999
Skills
Estate Planning, High Net Worth..., Conservatorships, Tax, Litigation, Trusts, Legal Research, Special Needs Trusts, Legal Writing, Appeals, Courts, Civil Litigation, Wills
Education
University of San Diego School of Law 2000 — 2002
LL.M. Taxation, Cum Laude
University of Michigan Law School 1994 — 1995
Pepperdine University School of Law 1992 — 1994
Juris Doctor
University of Michigan
Bachelor of Science, Biopsychology
Venugopal Raju's myCFO Experience November 2000 - March 2001
Job Senior Software Engineer at PayPal
Industry Computer Software
Experience
PayPal August 2011 - March 2013
Cepheid December 2010 - August 2011
Yodlee February 2010 - December 2010
Life Technologies March 2001 - August 2009
myCFO November 2000 - March 2001
MCI WorldCom 1994 - 1999
Skills
Agile Methodologies, Sun Certified Java..., Java, MySQL, XML, REST, Web Services, Unix, Perl, Oracle, Scrum, Tomcat, Ant, Java Enterprise Edition, JUnit
Education
San Jose State University 2008 — 2010
PayPal August 2011 - March 2013
Cepheid December 2010 - August 2011
Yodlee February 2010 - December 2010
Life Technologies March 2001 - August 2009
myCFO November 2000 - March 2001
MCI WorldCom 1994 - 1999
Skills
Agile Methodologies, Sun Certified Java..., Java, MySQL, XML, REST, Web Services, Unix, Perl, Oracle, Scrum, Tomcat, Ant, Java Enterprise Edition, JUnit
Education
San Jose State University 2008 — 2010
John Grovom's myCFO Experience April 2000 - August 2003
Job CPA at Grovom Accountancy Corp.
Industry Accounting
Experience
Grovom Accountancy Corp. January 2005 - Present
Deloitte August 2003 - January 2005
myCFO April 2000 - August 2003
Deloitte September 1995 - April 2000
Skills
Accounting, Tax, Tax Accounting, Corporate Tax, International Tax, Tax Advisory, High Net Worth..., Financial Analysis, Tax Research, Strategic Financial..., Partnership Taxation, Tax Law, Tax Preparation, CPA, Estate Planning, Tax Returns, GAAP
Education
University of California, Irvine - The Paul Merage School of Business 1991 — 1994
MBA, Accounting and Finance
University of California, Irvine 1984 — 1988
BS, Economics
Grovom Accountancy Corp. January 2005 - Present
Deloitte August 2003 - January 2005
myCFO April 2000 - August 2003
Deloitte September 1995 - April 2000
Skills
Accounting, Tax, Tax Accounting, Corporate Tax, International Tax, Tax Advisory, High Net Worth..., Financial Analysis, Tax Research, Strategic Financial..., Partnership Taxation, Tax Law, Tax Preparation, CPA, Estate Planning, Tax Returns, GAAP
Education
University of California, Irvine - The Paul Merage School of Business 1991 — 1994
MBA, Accounting and Finance
University of California, Irvine 1984 — 1988
BS, Economics
Steve Dibble's myCFO Experience October 2001 - October 2002
Job Teacher at Stratford School
Industry Primary/Secondary Education
Experience
Stratford School August 2010 - Present
myCFO October 2001 - October 2002
Neoforma August 2000 - October 2001
Skills
Curriculum Design, Classroom Management, Curriculum Development, Lesson Planning, Classroom, Tutoring, Educational Leadership, Educational Technology, Quality Assurance, Differentiated..., Literacy, Teaching, Staff Development, Elementary Education, ESL
Education
San Diego State University-California State University 1984 — 1987
BS, Business Management
Stratford School August 2010 - Present
myCFO October 2001 - October 2002
Neoforma August 2000 - October 2001
Skills
Curriculum Design, Classroom Management, Curriculum Development, Lesson Planning, Classroom, Tutoring, Educational Leadership, Educational Technology, Quality Assurance, Differentiated..., Literacy, Teaching, Staff Development, Elementary Education, ESL
Education
San Diego State University-California State University 1984 — 1987
BS, Business Management
Hesham Ali's myCFO Experience June 2000 - September 2003
Job President, Encanto Partners Financial Services, Inc.
Industry Accounting
Experience
Encanto Partners Financial Services, Inc. January 2014 - Present
First Republic Bank September 2003 - December 2013
myCFO June 2000 - September 2003
Deloitte Tax, LLP April 1996 - June 2000
Skills
High Net Worth..., Private Banking, Real Estate, Portfolio Management, Strategic Planning, Investments, Asset Management, Strategic Financial..., Management, Private Equity, Wealth Management, Due Diligence, Banking, Financial Modeling, Investment Management, Alternative Investments, Financial Planning
Education
Ain Shams University 1976 — 1980
Bachelor Degree, Business Administration / Accounting
Encanto Partners Financial Services, Inc. January 2014 - Present
First Republic Bank September 2003 - December 2013
myCFO June 2000 - September 2003
Deloitte Tax, LLP April 1996 - June 2000
Skills
High Net Worth..., Private Banking, Real Estate, Portfolio Management, Strategic Planning, Investments, Asset Management, Strategic Financial..., Management, Private Equity, Wealth Management, Due Diligence, Banking, Financial Modeling, Investment Management, Alternative Investments, Financial Planning
Education
Ain Shams University 1976 — 1980
Bachelor Degree, Business Administration / Accounting
Richard Norton's myCFO Experience 2000 - 2003
Job CFO at Calvin Klein Studio
Industry Financial Services
Experience
Calvin Klein Studio 2003 - Present
myCFO 2000 - 2003
PricewaterhouseCoopers LLP 1983 - 2000
Education
UCLA 1977 — 1980
Bachelor of Arts, Psychology
Calvin Klein Studio 2003 - Present
myCFO 2000 - 2003
PricewaterhouseCoopers LLP 1983 - 2000
Education
UCLA 1977 — 1980
Bachelor of Arts, Psychology
Alicia Chow Shapiro's myCFO Experience January 2005 - January 2006
Job Accountant at Marin General Hospital
Industry Hospital & Health Care
Experience
Marin General Hospital October 2014 - Present
Fuller Brush Products April 2014 - October 2014
Core Brands October 2013 - April 2014
Butler, Shine, Stern & Partners May 2007 - October 2013
Onyx Pharmaceuticals January 2006 - May 2007
myCFO January 2005 - January 2006
Hargreaves Associates April 2004 - January 2005
QuadraMed May 2003 - February 2004
Porter Novelli January 1995 - October 2002
Skills
Accounting, Financial Reporting, Microsoft Excel, Outlook, Process Improvement, Financial Analysis, Pharmaceutical Industry, Microsoft Word, Microsoft Office, Customer Service, Employee Relations, Research, Team Building, Account Reconciliation, Budgets, Leadership, Purchasing, Management, Accounts Payable, General Ledger, Accounts Receivable
Education
San Francisco State University
Bachelor of Science (BS), Business Administration and Management, General
Marin General Hospital October 2014 - Present
Fuller Brush Products April 2014 - October 2014
Core Brands October 2013 - April 2014
Butler, Shine, Stern & Partners May 2007 - October 2013
Onyx Pharmaceuticals January 2006 - May 2007
myCFO January 2005 - January 2006
Hargreaves Associates April 2004 - January 2005
QuadraMed May 2003 - February 2004
Porter Novelli January 1995 - October 2002
Skills
Accounting, Financial Reporting, Microsoft Excel, Outlook, Process Improvement, Financial Analysis, Pharmaceutical Industry, Microsoft Word, Microsoft Office, Customer Service, Employee Relations, Research, Team Building, Account Reconciliation, Budgets, Leadership, Purchasing, Management, Accounts Payable, General Ledger, Accounts Receivable
Education
San Francisco State University
Bachelor of Science (BS), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY