Peat Marwick
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Customer service: 00 800 5555 5522 Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Number of employees: 207,050 (2018) Founded: 1987 Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
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Peat Marwick Employees
Employee
Years
Job
Industry
Bryan Andersen Bryan Andersen's Peat Marwick Experience January 1982 - June 1987
Job Controller at Sunsweet Growers Inc.
Industry Food & Beverages
Experience
Sunsweet Growers Inc. June 2003 - Present
Dade Behring Microscan Inc 1994 - 2003
Baxter International Inc. - MicroScan Division June 1987 - 1994
Peat Marwick January 1982 - June 1987
Office of the Utah State Auditor June 1981 - August 1981
Skills
Accounting, Microsoft Excel, PowerPoint, SAP, Public Speaking
Education
Brigham Young University 1980 — 1981
Bachelor's degree, Accounting, Summa Cum Laude
Sunsweet Growers Inc. June 2003 - Present
Dade Behring Microscan Inc 1994 - 2003
Baxter International Inc. - MicroScan Division June 1987 - 1994
Peat Marwick January 1982 - June 1987
Office of the Utah State Auditor June 1981 - August 1981
Skills
Accounting, Microsoft Excel, PowerPoint, SAP, Public Speaking
Education
Brigham Young University 1980 — 1981
Bachelor's degree, Accounting, Summa Cum Laude
Monte Pierce Monte Pierce's Peat Marwick Experience January 1982 - June 1983
Job President The Performance Edge, Inc.
Industry Management Consulting
Experience
The Performance Edge, Inc. April 1990 - Present
Gastronomy Inc. July 1983 - April 1990
Peat Marwick January 1982 - June 1983
Skills
Spanish, Microsoft Office, Customer Service, Business Strategy, Training, Leadership, Management, Coaching, Entrepreneurship, Executive Coaching, Quality Assurance, Time Management, Strategic Planning, Team Building, Public Speaking, Marketing Strategy, Business Development, New Business Development, Marketing, Leadership Development, Business Planning, Organizational..., Social Media, Microsoft Excel
Education
Utah State University 1981 — 1983
MBA, Business, Accounting, MIS, 3.82
BYU 1977 — 1980
BS, Business Management /Finance
Ricks College 1974 — 1975
The Performance Edge, Inc. April 1990 - Present
Gastronomy Inc. July 1983 - April 1990
Peat Marwick January 1982 - June 1983
Skills
Spanish, Microsoft Office, Customer Service, Business Strategy, Training, Leadership, Management, Coaching, Entrepreneurship, Executive Coaching, Quality Assurance, Time Management, Strategic Planning, Team Building, Public Speaking, Marketing Strategy, Business Development, New Business Development, Marketing, Leadership Development, Business Planning, Organizational..., Social Media, Microsoft Excel
Education
Utah State University 1981 — 1983
MBA, Business, Accounting, MIS, 3.82
BYU 1977 — 1980
BS, Business Management /Finance
Ricks College 1974 — 1975
Morris Stemp Morris Stemp's Peat Marwick Experience June 1978 - June 1982
Job Providing Wisdom for a Wired World
Industry Information Technology and Services
Experience
Stemp Systems Group June 1984 - Present
Gruss Petroleum Management Inc June 1982 - June 1984
Peat Marwick June 1978 - June 1982
Skills
Systems analysis and..., Business process and..., Cloud Computing, Healthcare Information..., Strategic Planning, Project Management, Disaster Recovery, Management, EHR, Start-ups, Data Center, Troubleshooting, Entrepreneurship, Network Administration, SaaS, Servers, VMware, Microsoft Exchange, IT Outsourcing, Networking, Leadership, VMware ESX, Enterprise Software, CRM, Microsoft SQL Server, Outsourcing, SharePoint, Hardware, Integration, IT Strategy, Vendor Management, Strategy, System Administration, Business Development, Security, IT Management, VoIP, Technical Support, Network Security, Business Process, VMware Infrastructure, Professional Services, Business Intelligence, Strategic Partnerships, Managed Services, Information Technology, Healthcare, Solution Selling, Consulting, EMR
Education
NYU 1982 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY) 1975 — 1978
BBA, Accounting
Stemp Systems Group June 1984 - Present
Gruss Petroleum Management Inc June 1982 - June 1984
Peat Marwick June 1978 - June 1982
Skills
Systems analysis and..., Business process and..., Cloud Computing, Healthcare Information..., Strategic Planning, Project Management, Disaster Recovery, Management, EHR, Start-ups, Data Center, Troubleshooting, Entrepreneurship, Network Administration, SaaS, Servers, VMware, Microsoft Exchange, IT Outsourcing, Networking, Leadership, VMware ESX, Enterprise Software, CRM, Microsoft SQL Server, Outsourcing, SharePoint, Hardware, Integration, IT Strategy, Vendor Management, Strategy, System Administration, Business Development, Security, IT Management, VoIP, Technical Support, Network Security, Business Process, VMware Infrastructure, Professional Services, Business Intelligence, Strategic Partnerships, Managed Services, Information Technology, Healthcare, Solution Selling, Consulting, EMR
Education
NYU 1982 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY) 1975 — 1978
BBA, Accounting
Cathy Eck Cathy Eck's Peat Marwick Experience June 1980 - March 1984
Job Unique Leadership Mentorship Program that Focuses on Removing Beliefs and Fixing the Mental Cause of All Problems
Industry Professional Training & Coaching
Experience
Gateway To Gold July 1997 - Present
Gateway To Gold, Inc. 1997 - Present
Royal Caribbean International 2009 - 2012
Applied Accounting Technology, Inc. March 1985 - July 1997
Coopers & Lybrand March 1984 - March 1985
Peat Marwick June 1980 - March 1984
Skills
Coaching, Teaching, Public Speaking, Writing, Business Strategy, Microsoft Office, Accounting, Books, Life Coaching, Blogging, Mentoring, Team Building, Customer Service, Leadership, PowerPoint, Personal Development, Executive Coaching, Microsoft Word, Small Business, Budgets, Wellness, Photoshop, Leadership Development, Problem Solving, Microsoft Excel, Team Leadership, NLP
Education
American Pacific University (now Kona University) 2000 — 2008
Ph.D., Esoteric Studies (Metaphysics), 4.0
Atlantic University 1994 — 2000
MS, Transpersonal Studies (Psychology), 4.0
Old Dominion University - College of Business and Public Administration 1976 — 1980
BS, Accounting
Gateway To Gold July 1997 - Present
Gateway To Gold, Inc. 1997 - Present
Royal Caribbean International 2009 - 2012
Applied Accounting Technology, Inc. March 1985 - July 1997
Coopers & Lybrand March 1984 - March 1985
Peat Marwick June 1980 - March 1984
Skills
Coaching, Teaching, Public Speaking, Writing, Business Strategy, Microsoft Office, Accounting, Books, Life Coaching, Blogging, Mentoring, Team Building, Customer Service, Leadership, PowerPoint, Personal Development, Executive Coaching, Microsoft Word, Small Business, Budgets, Wellness, Photoshop, Leadership Development, Problem Solving, Microsoft Excel, Team Leadership, NLP
Education
American Pacific University (now Kona University) 2000 — 2008
Ph.D., Esoteric Studies (Metaphysics), 4.0
Atlantic University 1994 — 2000
MS, Transpersonal Studies (Psychology), 4.0
Old Dominion University - College of Business and Public Administration 1976 — 1980
BS, Accounting
Melissa McLay, Allied ASID Melissa McLay, Allied ASID's Peat Marwick Experience 1992 - 1994
Job Owner at Melissa McLay Interiors
Industry Design
Experience
Melissa McLay Interiors 2009 - Present
Allegis Group 1996 - 2009
Cignal Stores 1994 - 1996
Peat Marwick 1992 - 1994
Skills
Space Planning, Interior Design, Furniture, Styling, AutoCAD, Residential, Interiors, Space-planning, Space planning, Fashion, Marketing, Residential Homes, Photoshop, Retail, Interior Architecture, Bathrooms, Finish
Education
University of Maryland College Park 1988 — 1992
Bachelor of Science, cum laude, Business and Accounting
University of Copenhagen, DIS 1991 — 1991
International Business
Anne Arundel Community College
Interior Design
Melissa McLay Interiors 2009 - Present
Allegis Group 1996 - 2009
Cignal Stores 1994 - 1996
Peat Marwick 1992 - 1994
Skills
Space Planning, Interior Design, Furniture, Styling, AutoCAD, Residential, Interiors, Space-planning, Space planning, Fashion, Marketing, Residential Homes, Photoshop, Retail, Interior Architecture, Bathrooms, Finish
Education
University of Maryland College Park 1988 — 1992
Bachelor of Science, cum laude, Business and Accounting
University of Copenhagen, DIS 1991 — 1991
International Business
Anne Arundel Community College
Interior Design
A Richard Chenot A Richard Chenot's Peat Marwick Experience April 1962 - November 1967
Job Retired Life Actuary at Louisiana Dept of Insurance
Industry Insurance
Experience
Louisiana Dept of Insurance Life ActuaryDepartment of InsuranceMarch 1976 - April 1990
National Farmers Union Life December 1970 - November 1974
Bankers United Life November 1968 - December 1970
Bankers Life and Casualty Company November 1967 - November 1968
Peat Marwick April 1962 - November 1967
Federal Life Insurance Company (Mutual) March 1958 - April 1962
United States Air Force October 1950 - September 1954
Williams Press (Star newspapers, S Suburban) March 1950 - October 1950
Skills
Insurance, Mergers & Acquisitions
Education
DePaul University 1955 — 1958
Bachelor of Arts (B.A.), Mathematics
Blackburn College 1947 — 1949
Associate of Arts (A.A.), Mathematics
Louisiana Dept of Insurance Life ActuaryDepartment of InsuranceMarch 1976 - April 1990
National Farmers Union Life December 1970 - November 1974
Bankers United Life November 1968 - December 1970
Bankers Life and Casualty Company November 1967 - November 1968
Peat Marwick April 1962 - November 1967
Federal Life Insurance Company (Mutual) March 1958 - April 1962
United States Air Force October 1950 - September 1954
Williams Press (Star newspapers, S Suburban) March 1950 - October 1950
Skills
Insurance, Mergers & Acquisitions
Education
DePaul University 1955 — 1958
Bachelor of Arts (B.A.), Mathematics
Blackburn College 1947 — 1949
Associate of Arts (A.A.), Mathematics
Joe Stumpf Joe Stumpf's Peat Marwick Experience May 1983 - June 1985
Job Sr. Business Analyst
Industry Information Services
Experience
First Advantage March 2013 - August 2014
LexisNexis Risk Solutions September 2008 - February 2013
ChoicePoint January 2005 - September 2008
Consulting and Sales May 2002 - October 2004
Acterna (Now part of JDSU) February 1996 - April 2002
Synergistic Solutions, Inc (Now part of JDSU) July 1985 - January 1996
Peat Marwick May 1983 - June 1985
United Information Systems January 1981 - April 1983
Skills
Business Analysis, SDLC, Requirements Analysis, Background Checks, Process Improvement, Product Management, Requirements Gathering, Business Requirements, Functional..., Product Requirements, Gap Analysis, SQL, Software Development, Business Process, Business Process..., Quality Assurance, Agile Project Management, Agile Methodologies, Business Intelligence
Education
Georgia Institute of Technology 1975 — 1980
BS, Computer Science
First Advantage March 2013 - August 2014
LexisNexis Risk Solutions September 2008 - February 2013
ChoicePoint January 2005 - September 2008
Consulting and Sales May 2002 - October 2004
Acterna (Now part of JDSU) February 1996 - April 2002
Synergistic Solutions, Inc (Now part of JDSU) July 1985 - January 1996
Peat Marwick May 1983 - June 1985
United Information Systems January 1981 - April 1983
Skills
Business Analysis, SDLC, Requirements Analysis, Background Checks, Process Improvement, Product Management, Requirements Gathering, Business Requirements, Functional..., Product Requirements, Gap Analysis, SQL, Software Development, Business Process, Business Process..., Quality Assurance, Agile Project Management, Agile Methodologies, Business Intelligence
Education
Georgia Institute of Technology 1975 — 1980
BS, Computer Science
Mark Briggs Mark Briggs's Peat Marwick Experience 1977 - 1979
Job CEO at Premier BPO
Industry Outsourcing/Offshoring
Experience
Premier BPO September 2003 - Present
ClientLogic 1998 - 2003
Sitel 1997 - 2003
Softbank Services 1996 - 1998
SOFTBANK Services Group 1996 - 1998
Intelligent Electronics 1990 - 1996
Ingram Micro 1989 - 1990
Ingram Computer 1987 - 1988
Peat Marwick 1977 - 1979
Skills
Outsourcing, BPO, Inbound Marketing, Call Center, Contact Centers, Workforce Management, Operations Management, Customer Experience, Team Management, Call Centers, Vendor Management, Telemarketing, Service Delivery, Call Center Development, SaaS, Customer Satisfaction, Business Process..., Process Improvement, Offshoring, Customer Retention
Education
Austin Peay State University 1974 — 1978
B.S., Business, Accounting
Premier BPO September 2003 - Present
ClientLogic 1998 - 2003
Sitel 1997 - 2003
Softbank Services 1996 - 1998
SOFTBANK Services Group 1996 - 1998
Intelligent Electronics 1990 - 1996
Ingram Micro 1989 - 1990
Ingram Computer 1987 - 1988
Peat Marwick 1977 - 1979
Skills
Outsourcing, BPO, Inbound Marketing, Call Center, Contact Centers, Workforce Management, Operations Management, Customer Experience, Team Management, Call Centers, Vendor Management, Telemarketing, Service Delivery, Call Center Development, SaaS, Customer Satisfaction, Business Process..., Process Improvement, Offshoring, Customer Retention
Education
Austin Peay State University 1974 — 1978
B.S., Business, Accounting
Jacqueline Dyer Jacqueline Dyer's Peat Marwick Experience 1976 - 1979
Job Design Consultant
Industry Design
Experience
Self-employed November 2011 - Present
Freelance November 2011 - Present
Fairhope Realty Group February 2011 - January 2012
Keller Williams Realty January 2008 - February 2011
Coldwell Banker March 2003 - December 2007
Digital Equipment Corporation 1987 - 1999
Kimberly-Clark 1979 - 1981
Peat Marwick 1976 - 1979
Skills
Home Staging, Residential Homes, Program Management, Furniture, Customer Service, Negotiation, Public Speaking, Strategic Planning, Budgets, Interior Architecture, Real Estate, Marketing, Sales Management, Sales, Small Business, Selling, Management, Team Building, Marketing Strategy, Training, New Business Development, Account Management, Contract Negotiation
Education
Colby College 1966 — 1968
BA, Literature
Barat College of DePaul University 1964 — 1966
Bachelor of Arts (B.A.), Literature
Babson College - Franklin W. Olin Graduate School of Business
Finance
Self-employed November 2011 - Present
Freelance November 2011 - Present
Fairhope Realty Group February 2011 - January 2012
Keller Williams Realty January 2008 - February 2011
Coldwell Banker March 2003 - December 2007
Digital Equipment Corporation 1987 - 1999
Kimberly-Clark 1979 - 1981
Peat Marwick 1976 - 1979
Skills
Home Staging, Residential Homes, Program Management, Furniture, Customer Service, Negotiation, Public Speaking, Strategic Planning, Budgets, Interior Architecture, Real Estate, Marketing, Sales Management, Sales, Small Business, Selling, Management, Team Building, Marketing Strategy, Training, New Business Development, Account Management, Contract Negotiation
Education
Colby College 1966 — 1968
BA, Literature
Barat College of DePaul University 1964 — 1966
Bachelor of Arts (B.A.), Literature
Babson College - Franklin W. Olin Graduate School of Business
Finance
Leon King Leon King's Peat Marwick Experience August 1980 - July 1983
Job Owner
Industry Accounting
Experience
Leon P. King, CPA October 1988 - Present
American Express Financial Advisors November 1986 - September 1988
Kirstein and Fitzpatrick CPAs August 1985 - September 1986
King, King and Alleman CPAs July 1983 - August 1985
Peat Marwick August 1980 - July 1983
Skills
Accounting, Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, CPA, Bookkeeping, Partnership Taxation, Tax Accounting
Education
Brigham Young University 1972 — 1980
Bachelor of Science (BS), Accounting
Leon P. King, CPA October 1988 - Present
American Express Financial Advisors November 1986 - September 1988
Kirstein and Fitzpatrick CPAs August 1985 - September 1986
King, King and Alleman CPAs July 1983 - August 1985
Peat Marwick August 1980 - July 1983
Skills
Accounting, Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, CPA, Bookkeeping, Partnership Taxation, Tax Accounting
Education
Brigham Young University 1972 — 1980
Bachelor of Science (BS), Accounting
Gene Mergelmeyer Gene Mergelmeyer's Peat Marwick Experience 1981 - 1987
Job President and Chief Executive Officer at Assurant Specialty Property
Industry Insurance
Experience
Assurant Specialty Property 2007 - Present
Assurant Specialty Property 1999 - 2007
Assurant 1997 - 1999
Insureco Inc. 1995 - 1997
Transamerica 1987 - 1995
Peat Marwick 1981 - 1987
Skills
Property & Casualty..., Leadership, Insurance, Underwriting, Business Development, Claim, Risk Management, Casualty, Liability, Claims Management
Education
California State University-Long Beach 1977 — 1981
Bachelor of Science (BS), Business Administration
Assurant Specialty Property 2007 - Present
Assurant Specialty Property 1999 - 2007
Assurant 1997 - 1999
Insureco Inc. 1995 - 1997
Transamerica 1987 - 1995
Peat Marwick 1981 - 1987
Skills
Property & Casualty..., Leadership, Insurance, Underwriting, Business Development, Claim, Risk Management, Casualty, Liability, Claims Management
Education
California State University-Long Beach 1977 — 1981
Bachelor of Science (BS), Business Administration
Heidi Weber Heidi Weber's Peat Marwick Experience 1985 - 1989
Job President & CEO at Illinois Mine Subsidence Insurance Fund
Industry Insurance
Experience
Illinois Mine Subsidence Insurance Fund July 2013 - Present
Illinois Mine Subsidence Insurance Fund July 1989 - June 2013
Peat Marwick 1985 - 1989
Skills
Financial Reporting, Financial Analysis, Internal Controls, Managerial Finance, Accounting, Insurance
Education
Eastern Illinois University 1981 — 1985
BS, Accounting
Illinois Mine Subsidence Insurance Fund July 2013 - Present
Illinois Mine Subsidence Insurance Fund July 1989 - June 2013
Peat Marwick 1985 - 1989
Skills
Financial Reporting, Financial Analysis, Internal Controls, Managerial Finance, Accounting, Insurance
Education
Eastern Illinois University 1981 — 1985
BS, Accounting
Claudia Volk Claudia Volk's Peat Marwick Experience September 1983 - June 1986
Job Principal at CJVolk Associates, Inc
Industry Management Consulting
Experience
Marymount University August 2008 - Present
CJVolk Associates, Inc November 2000 - Present
Cable & Wireless 1999 - 2000
Arlington Co. Treasurer's Office 1994 - 1999
Fairchild Space & Defense 1990 - 1994
Fairchild Industries 1986 - 1990
Peat Marwick September 1983 - June 1986
Skills
Cash Management, Workstations, Treasury Management, Treasury, Accounting, Risk Management, Auditing, Payments, Banking, Financial Services, Managerial Finance, Executive Management, Cash Flow Forecasting, Process Improvement, CPA, Tax, Financial Analysis, Financial Modeling, Corporate Finance, Internal Controls
Education
Georgetown University 1981 — 1983
MS, Accounting
UNC Chapel Hill
MEd, Vocational Rehabilitiation Counseling
Marymount University August 2008 - Present
CJVolk Associates, Inc November 2000 - Present
Cable & Wireless 1999 - 2000
Arlington Co. Treasurer's Office 1994 - 1999
Fairchild Space & Defense 1990 - 1994
Fairchild Industries 1986 - 1990
Peat Marwick September 1983 - June 1986
Skills
Cash Management, Workstations, Treasury Management, Treasury, Accounting, Risk Management, Auditing, Payments, Banking, Financial Services, Managerial Finance, Executive Management, Cash Flow Forecasting, Process Improvement, CPA, Tax, Financial Analysis, Financial Modeling, Corporate Finance, Internal Controls
Education
Georgetown University 1981 — 1983
MS, Accounting
UNC Chapel Hill
MEd, Vocational Rehabilitiation Counseling
John Padgett John Padgett's Peat Marwick Experience 1988 - 1990
Job Founder & CEO at Flexmark Capital
Industry Financial Services
Experience
Flexmark Capital VP and General ManagerRock Financial Inc.1996 - 2004
Student Cost-savers Association 1993 - 1996
Warren Averett, LLC 1990 - 1993
Peat Marwick 1988 - 1990
Skills
SBA, Commercial Finance, Funding, Finance, Real Estate Financing, Merchant Services, Entrepreneurship, Accounting, Equity Trader Accounting, Equity Trading
Education
Auburn University, College of Business 1984 — 1988
Bachelor's Degree, Accounting
Brentwood Academy 1980 — 1984
High School
Flexmark Capital VP and General ManagerRock Financial Inc.1996 - 2004
Student Cost-savers Association 1993 - 1996
Warren Averett, LLC 1990 - 1993
Peat Marwick 1988 - 1990
Skills
SBA, Commercial Finance, Funding, Finance, Real Estate Financing, Merchant Services, Entrepreneurship, Accounting, Equity Trader Accounting, Equity Trading
Education
Auburn University, College of Business 1984 — 1988
Bachelor's Degree, Accounting
Brentwood Academy 1980 — 1984
High School
Al Faber's Peat Marwick Experience 1969 - 1976
Job Managing Director at Alan Faber Growth Strategies
Industry Management Consulting
Experience
Alan Faber Growth Strategies April 2013 - Present
FEI Boston Chapter September 1970 - Present
Grant Thornton LLP November 2010 - April 2013
Accounting Management Solutions. June 2004 - November 2010
Peat Marwick 1969 - 1976
Skills
Organizational..., Business Development, Marketing, Human Resources, Career Counseling, Due Diligence, Mergers, Employee Training, Recruiting, Leadership, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Accounting, Budgets, Financial Analysis, Finance, Managerial Finance, Risk Management, Process Improvement, Venture Capital, Strategy, Financial Reporting, Acquisition Integration, Financial Modeling, Coaching, Consulting, Business Strategy, Program Management, Start-ups, Sourcing, Project Planning, Management, Business Process..., Executive Management, Strategic Planning, Change Management, Business Planning, Restructuring
Education
Boston University 1955 — 1958
B.S.
Alan Faber Growth Strategies April 2013 - Present
FEI Boston Chapter September 1970 - Present
Grant Thornton LLP November 2010 - April 2013
Accounting Management Solutions. June 2004 - November 2010
Peat Marwick 1969 - 1976
Skills
Organizational..., Business Development, Marketing, Human Resources, Career Counseling, Due Diligence, Mergers, Employee Training, Recruiting, Leadership, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Accounting, Budgets, Financial Analysis, Finance, Managerial Finance, Risk Management, Process Improvement, Venture Capital, Strategy, Financial Reporting, Acquisition Integration, Financial Modeling, Coaching, Consulting, Business Strategy, Program Management, Start-ups, Sourcing, Project Planning, Management, Business Process..., Executive Management, Strategic Planning, Change Management, Business Planning, Restructuring
Education
Boston University 1955 — 1958
B.S.
Steve Hines Steve Hines's Peat Marwick Experience 1985 - 1989
Job Partner at Investor/entrepreneur
Industry Sporting Goods
Experience
Investor/entrepreneur August 2015 - Present
MaxFlowSports 2011 - Present
Aliant Bank 2005 - 2011
Southern Capital Resources, Inc. October 1989 - February 2005
Peat Marwick 1985 - 1989
Skills
Customer Relations, Credit, Financial Analysis, Commercial Lending, Small Business Lending, Finance, Risk Management, New Business Development, Commercial Banking, Sales, Sports, Credit Analysis, Management, Customer Service, Marketing Strategy, Real Estate, Mortgage Lending, Marketing, Strategic Planning, Portfolio Management, Sales Management, Coaching, Team Building, Social Media
Education
Harding University 1981 — 1985
BBA, Accounting
Investor/entrepreneur August 2015 - Present
MaxFlowSports 2011 - Present
Aliant Bank 2005 - 2011
Southern Capital Resources, Inc. October 1989 - February 2005
Peat Marwick 1985 - 1989
Skills
Customer Relations, Credit, Financial Analysis, Commercial Lending, Small Business Lending, Finance, Risk Management, New Business Development, Commercial Banking, Sales, Sports, Credit Analysis, Management, Customer Service, Marketing Strategy, Real Estate, Mortgage Lending, Marketing, Strategic Planning, Portfolio Management, Sales Management, Coaching, Team Building, Social Media
Education
Harding University 1981 — 1985
BBA, Accounting
Tom Eberhardt Tom Eberhardt's Peat Marwick Experience 1986 - 1988
Job Director, Financial Planning & Anlaysis at D&W Fine Pack LLC
Industry Plastics
Experience
D&W Fine Pack LLC February 2015 - Present
D&W Fine Pack LLC July 2013 - January 2015
solixir February 2012 - June 2013
Oberweis Dairy October 2002 - January 2012
HALO Branded Solutions February 2000 - May 2002
Aon Risk Services February 1999 - February 2000
APAC Customer Services July 1996 - February 1999
Arthur Andersen & Co. 1988 - 1996
Peat Marwick 1986 - 1988
Skills
Budgeting, Mergers, Strategic Planning, Financial Reporting, Business Strategy, Investor Relations, Inventory Management, Financial Analysis, Treasury, Key Account Management, Operations Management, Food & Beverage, Food Industry, Sales Management, Marketing Strategy, Market Planning, Promotions, Leadership Development, Risk Management, Outsourcing, CPA, Budgets
Education
DePaul University 1984 — 1988
Bachelors Degree, Accounting
St. Laurence High School, Burbank, Illinois 1984 — 1988
D&W Fine Pack LLC February 2015 - Present
D&W Fine Pack LLC July 2013 - January 2015
solixir February 2012 - June 2013
Oberweis Dairy October 2002 - January 2012
HALO Branded Solutions February 2000 - May 2002
Aon Risk Services February 1999 - February 2000
APAC Customer Services July 1996 - February 1999
Arthur Andersen & Co. 1988 - 1996
Peat Marwick 1986 - 1988
Skills
Budgeting, Mergers, Strategic Planning, Financial Reporting, Business Strategy, Investor Relations, Inventory Management, Financial Analysis, Treasury, Key Account Management, Operations Management, Food & Beverage, Food Industry, Sales Management, Marketing Strategy, Market Planning, Promotions, Leadership Development, Risk Management, Outsourcing, CPA, Budgets
Education
DePaul University 1984 — 1988
Bachelors Degree, Accounting
St. Laurence High School, Burbank, Illinois 1984 — 1988
Ghulam Rasool Butt, CDCP Ghulam Rasool Butt, CDCP's Peat Marwick Experience 1992 - 1994
Job Experienced Database professional
Industry Telecommunications
Experience
Harlequin – Global Book Publisher – 110 international markets July 2011 - Present
Zain KSA January 2009 - March 2011
The Travel Corporation May 2008 - December 2008
International Turnkey Systems - ITS July 2002 - March 2008
Broadwing Communications August 2000 - July 2002
SoftEdge Systems 2000 - 2001
Atlas Honda 1996 - 1998
Computer Research Pvt Ltd 1994 - 1995
Peat Marwick 1992 - 1994
Skills
Databases, Oracle, PL/SQL, SQL, Performance Tuning, Data Modeling, Oracle RAC, Data Migration, RMAN, Oracle Enterprise..., Oracle Application..., System Administration, Requirements Analysis, Database Design, Oracle Applications, SQL Tuning, High Availability, Unix Shell Scripting, Software Documentation, Disaster Recovery, Telecommunications, AIX, Cluster, Microsoft SQL Server, Shell Scripting, Data Warehousing, Systems Analysis, Oracle E-Business Suite, Capacity Planning, Solaris, ITIL, Unix, ETL, SQL*Plus, Oracle HR, Database Administration, Toad, Business Intelligence, Testing, Integration, Linux, Solution Architecture, Analysis, Red Hat Linux
Education
SM Law College 1988 — 1990
LLB, LAW
Federal Urdu University of Arts, Science and Technology 1984 — 1987
BSc, Physics, Chemistry, Maths
Pakistan National Secondry School 1971 — 1981
Matric
Harlequin – Global Book Publisher – 110 international markets July 2011 - Present
Zain KSA January 2009 - March 2011
The Travel Corporation May 2008 - December 2008
International Turnkey Systems - ITS July 2002 - March 2008
Broadwing Communications August 2000 - July 2002
SoftEdge Systems 2000 - 2001
Atlas Honda 1996 - 1998
Computer Research Pvt Ltd 1994 - 1995
Peat Marwick 1992 - 1994
Skills
Databases, Oracle, PL/SQL, SQL, Performance Tuning, Data Modeling, Oracle RAC, Data Migration, RMAN, Oracle Enterprise..., Oracle Application..., System Administration, Requirements Analysis, Database Design, Oracle Applications, SQL Tuning, High Availability, Unix Shell Scripting, Software Documentation, Disaster Recovery, Telecommunications, AIX, Cluster, Microsoft SQL Server, Shell Scripting, Data Warehousing, Systems Analysis, Oracle E-Business Suite, Capacity Planning, Solaris, ITIL, Unix, ETL, SQL*Plus, Oracle HR, Database Administration, Toad, Business Intelligence, Testing, Integration, Linux, Solution Architecture, Analysis, Red Hat Linux
Education
SM Law College 1988 — 1990
LLB, LAW
Federal Urdu University of Arts, Science and Technology 1984 — 1987
BSc, Physics, Chemistry, Maths
Pakistan National Secondry School 1971 — 1981
Matric
Patricia Perazzini Patricia Perazzini's Peat Marwick Experience September 1982 - September 1984
Job Associate Director of Reunion Class Giving at Fairfield University
Industry Fund-Raising
Experience
Fairfield University April 2015 - Present
Eric H. Zielinski & Co., LLC October 2009 - May 2014
PEP Accounting, LLC October 1992 - October 2009
Ford Consumer Finance Co., Inc. September 1989 - March 1991
Meritor Credit Corporation September 1987 - September 1989
Meritor Credit Corporation October 1986 - September 1987
Daseke & Co. September 1984 - October 1986
Peat Marwick September 1982 - September 1984
Skills
Accounting, Tax Preparation, GAAP, Tax, QuickBooks, Journal Entries, General Ledger, Fixed Assets, Accounts Payable, Income Tax, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Accounts Receivable, Fundraising, Microsoft Office, Youth Mentoring, Internal Audit, Team Leadership, Non-profit Volunteer, Volunteer Management, Communication Skills, Financial Analysis, Public Speaking
Education
Bucknell University 1978 — 1982
Bachelor of Science (BS), Accounting, Cum Laude
Jonathan Dayton Regional High School 1974 — 1978
CASE Summer Institute in Educational Fund Raising
Fairfield University April 2015 - Present
Eric H. Zielinski & Co., LLC October 2009 - May 2014
PEP Accounting, LLC October 1992 - October 2009
Ford Consumer Finance Co., Inc. September 1989 - March 1991
Meritor Credit Corporation September 1987 - September 1989
Meritor Credit Corporation October 1986 - September 1987
Daseke & Co. September 1984 - October 1986
Peat Marwick September 1982 - September 1984
Skills
Accounting, Tax Preparation, GAAP, Tax, QuickBooks, Journal Entries, General Ledger, Fixed Assets, Accounts Payable, Income Tax, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Accounts Receivable, Fundraising, Microsoft Office, Youth Mentoring, Internal Audit, Team Leadership, Non-profit Volunteer, Volunteer Management, Communication Skills, Financial Analysis, Public Speaking
Education
Bucknell University 1978 — 1982
Bachelor of Science (BS), Accounting, Cum Laude
Jonathan Dayton Regional High School 1974 — 1978
CASE Summer Institute in Educational Fund Raising
Linet Henry Linet Henry's Peat Marwick Experience 1984 - 1986
Job Structure and Design Services
Industry Design
Experience
Structure and Design Services 2001 - Present
Hollywood Lighting Services September 2012 - February 2013
PNTA October 2009 - September 2012
The Pokemon Company International July 2009 - October 2009
Spectrum Dance Theater 2007 - 2008
Hollywood Lighting Services 2005 - 2007
WA State Division of Children and Family Services 2000 - 2002
Forest City Ratner Companies 1992 - 1998
PC Support and Databases 1986 - 1992
Peat Marwick 1984 - 1986
Skills
Lighting Design, Project Management, Production Managment, Live Events, Corporate Events, Private Events, Technical Writing, Proposal Writing, Web Design, Lighting Controls, Theatrical Production, Stage Lighting, Vectorworks, Theatre, Event Management, Lighting, Stage, Event Planning, Stage Management, Trade Shows, Sound, Marketing, Entertainment
Education
University of Washington 2008 — 2009
Certificate Programs, Technical Writing and Web Technologies
Antioch University Seattle 1998 — 2000
BA, Sociology
City University of New York-Hunter College 1980 — 1983
Computer Science, Theatrical Design
Structure and Design Services 2001 - Present
Hollywood Lighting Services September 2012 - February 2013
PNTA October 2009 - September 2012
The Pokemon Company International July 2009 - October 2009
Spectrum Dance Theater 2007 - 2008
Hollywood Lighting Services 2005 - 2007
WA State Division of Children and Family Services 2000 - 2002
Forest City Ratner Companies 1992 - 1998
PC Support and Databases 1986 - 1992
Peat Marwick 1984 - 1986
Skills
Lighting Design, Project Management, Production Managment, Live Events, Corporate Events, Private Events, Technical Writing, Proposal Writing, Web Design, Lighting Controls, Theatrical Production, Stage Lighting, Vectorworks, Theatre, Event Management, Lighting, Stage, Event Planning, Stage Management, Trade Shows, Sound, Marketing, Entertainment
Education
University of Washington 2008 — 2009
Certificate Programs, Technical Writing and Web Technologies
Antioch University Seattle 1998 — 2000
BA, Sociology
City University of New York-Hunter College 1980 — 1983
Computer Science, Theatrical Design
RJ Ruggiero's Peat Marwick Experience September 1984 - July 1986
Job IT Services Business Owner / Chief Relationship Officer
Industry Information Technology and Services
Experience
TeamLogicIT LA-WestHollywood CA August 2010 - Present
Warner Music Group July 1999 - May 2010
Warner Music Group February 1999 - April 2007
Ernst & Young Consulting February 1994 - July 1999
DMR Group April 1992 - February 1994
Candle Corporation July 1989 - April 1991
JP Morgan February 1986 - July 1989
Peat Marwick September 1984 - July 1986
Skills
International Project..., System Integrators, Project Director, Project Manager / Lead, SOX Leadership, IT Outsourcing, Web project management, B2B eCommerce, B2B Integration, IT Audit, Web Project Management, Leadership, B2B, Project Management, E-commerce, Strategy, Information Technology, Sarbanes-Oxley Act, Integration, Start-ups, Budgets, Business Intelligence, IT Strategy, SDLC, Management, IT Management, Enterprise Software, Business Analysis, Business Process, Business Strategy, CRM, Vendor Management, Cloud Computing, Outsourcing, Consulting, Business Process..., Product Management, SAP, Oracle, Executive Management, SaaS, Project Portfolio..., Strategic Partnerships, Disaster Recovery, Managed Services, Networking, Cross-functional Team..., Process Improvement, Program Management, IT Service Management
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1984
MBA
Duke University 1979 — 1983
BS
West Orange High School
High School Diploma
TeamLogicIT LA-WestHollywood CA August 2010 - Present
Warner Music Group July 1999 - May 2010
Warner Music Group February 1999 - April 2007
Ernst & Young Consulting February 1994 - July 1999
DMR Group April 1992 - February 1994
Candle Corporation July 1989 - April 1991
JP Morgan February 1986 - July 1989
Peat Marwick September 1984 - July 1986
Skills
International Project..., System Integrators, Project Director, Project Manager / Lead, SOX Leadership, IT Outsourcing, Web project management, B2B eCommerce, B2B Integration, IT Audit, Web Project Management, Leadership, B2B, Project Management, E-commerce, Strategy, Information Technology, Sarbanes-Oxley Act, Integration, Start-ups, Budgets, Business Intelligence, IT Strategy, SDLC, Management, IT Management, Enterprise Software, Business Analysis, Business Process, Business Strategy, CRM, Vendor Management, Cloud Computing, Outsourcing, Consulting, Business Process..., Product Management, SAP, Oracle, Executive Management, SaaS, Project Portfolio..., Strategic Partnerships, Disaster Recovery, Managed Services, Networking, Cross-functional Team..., Process Improvement, Program Management, IT Service Management
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1984
MBA
Duke University 1979 — 1983
BS
West Orange High School
High School Diploma
Kevin Andrew Kevin Andrew's Peat Marwick Experience 1981 - 1983
Job President and CEO at Nutsy Ventures
Industry Retail
Experience
Nutsy Ventures August 2013 - Present
World Trade Center Denver September 2012 - August 2014
RNL Design 2006 - 2012
H+L Architecture 2003 - 2006
Ridgway Pioneer Corporation 2001 - 2003
InfoNow Corporation 1995 - 2001
CRSS 1983 - 1991
Peat Marwick 1981 - 1983
Skills
Construction, Strategic Planning, Mergers, Negotiation, Start-ups, Architecture, International Business, Financial Reporting, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Business Strategy, Management, Financial Modeling, Project Planning, Business Development, Team Building, Budgets, Leadership, Business Planning, Entrepreneurship, Project Management, Enterprise Software, Strategic Partnerships, Strategy, Management Consulting, Contract Negotiation, Team Leadership, Cross-functional Team..., Executive Management, New Business Development, Process Improvement, Change Management, Marketing, Marketing Strategy, Financial Analysis, Small Business, Sales
Education
Harvard University Kennedy School of Government 2001 — 2001
Executive Education, Executive Decision Making and Persuasion
Harvard Law School 1999 — 1999
Executive Education, Program on Negotiation
University of Houston 1982 — 1984
Post Baccalaureate, Finance and Economics
Arizona State University 1977 — 1981
B.S., Business
Montrose High School
Nutsy Ventures August 2013 - Present
World Trade Center Denver September 2012 - August 2014
RNL Design 2006 - 2012
H+L Architecture 2003 - 2006
Ridgway Pioneer Corporation 2001 - 2003
InfoNow Corporation 1995 - 2001
CRSS 1983 - 1991
Peat Marwick 1981 - 1983
Skills
Construction, Strategic Planning, Mergers, Negotiation, Start-ups, Architecture, International Business, Financial Reporting, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Business Strategy, Management, Financial Modeling, Project Planning, Business Development, Team Building, Budgets, Leadership, Business Planning, Entrepreneurship, Project Management, Enterprise Software, Strategic Partnerships, Strategy, Management Consulting, Contract Negotiation, Team Leadership, Cross-functional Team..., Executive Management, New Business Development, Process Improvement, Change Management, Marketing, Marketing Strategy, Financial Analysis, Small Business, Sales
Education
Harvard University Kennedy School of Government 2001 — 2001
Executive Education, Executive Decision Making and Persuasion
Harvard Law School 1999 — 1999
Executive Education, Program on Negotiation
University of Houston 1982 — 1984
Post Baccalaureate, Finance and Economics
Arizona State University 1977 — 1981
B.S., Business
Montrose High School
Bill Glick's Peat Marwick Experience November 1968 - February 1972
Job President, William L. Glick & Associates, LLC
Industry Financial Services
Experience
William L. Glick & Associates, LLC January 2006 - Present
Lithia Motors August 2008 - April 2010
Ford Motor Company February 1972 - January 2006
Peat Marwick November 1968 - February 1972
Skills
Customer Satisfaction, Negotiation, Sales, Project Management, Vehicles, Automotive, Microsoft Office, Business Strategy, Forecasting, Profit, Benchmarking, Strategic Planning, Automobile, Customer Retention, Customer Service, Management Consulting, Team Building, Advertising, Process Improvement, Business Planning
Education
University of Bridgeport 1964 — 1968
B.S., Business Management/Accounting
Duke University - The Fuqua School of Business
William L. Glick & Associates, LLC January 2006 - Present
Lithia Motors August 2008 - April 2010
Ford Motor Company February 1972 - January 2006
Peat Marwick November 1968 - February 1972
Skills
Customer Satisfaction, Negotiation, Sales, Project Management, Vehicles, Automotive, Microsoft Office, Business Strategy, Forecasting, Profit, Benchmarking, Strategic Planning, Automobile, Customer Retention, Customer Service, Management Consulting, Team Building, Advertising, Process Improvement, Business Planning
Education
University of Bridgeport 1964 — 1968
B.S., Business Management/Accounting
Duke University - The Fuqua School of Business
Felipe Larcada's Peat Marwick Experience 1978 - 1982
Job Vice President, Professional and Executive Banking at Marquis Bank
Industry Banking
Experience
Marquis Bank 2015 - Present
City National Bank 2013 - 2015
BankUnited 2012 - 2013
Allstate 2009 - 2012
Regions Bank 2002 - 2008
Mellon Bank 1999 - 2002
Republic National Bank 1993 - 1999
Northern Trust 1982 - 1993
Peat Marwick 1978 - 1982
Skills
Banking, Business Development, Leadership, Management, Commercial Lending, Investments, Financial Services, Credit, Sales, Commercial Banking, Loans, Entrepreneurship, Finance, Portfolio Management, Small Business Lending, Mortgage Lending, Insurance, Project Planning, Negotiation, Selling, Private Banking, Cash Management, Customer Service, Accounting, Customer Satisfaction, Cash Flow, Wealth Management, Trust Services
Education
Babson College 1975 — 1978
BS, Accounting
Carol Morgan High School 1971 — 1975
high school
Marquis Bank 2015 - Present
City National Bank 2013 - 2015
BankUnited 2012 - 2013
Allstate 2009 - 2012
Regions Bank 2002 - 2008
Mellon Bank 1999 - 2002
Republic National Bank 1993 - 1999
Northern Trust 1982 - 1993
Peat Marwick 1978 - 1982
Skills
Banking, Business Development, Leadership, Management, Commercial Lending, Investments, Financial Services, Credit, Sales, Commercial Banking, Loans, Entrepreneurship, Finance, Portfolio Management, Small Business Lending, Mortgage Lending, Insurance, Project Planning, Negotiation, Selling, Private Banking, Cash Management, Customer Service, Accounting, Customer Satisfaction, Cash Flow, Wealth Management, Trust Services
Education
Babson College 1975 — 1978
BS, Accounting
Carol Morgan High School 1971 — 1975
high school
Lily Yeung Lily Yeung's Peat Marwick Experience 1973 - 1975
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals 2006 - Present
CBS Radio/Viacom/KLSX 1997 - 2006
Premiere Radio Networks 1990 - 1997
California Federal Bank 1984 - 1990
KJOI Radio 1982 - 1984
Coca-Cola Bottling Company of Los Angeles 1979 - 1982
Federal Reserve Bank of San Francisco 1977 - 1979
Prudential Insurance 1976 - 1977
Peat Marwick 1973 - 1975
Skills
Management, Accounting, Internal Audit, Internal Controls, Financial Reporting, Training, Accounts Payable, Finance, Auditing, Payroll, Invoicing, Sarbanes-Oxley Act, Financial Analysis, Analysis, Forecasting, ERP, Managerial Finance, SAP, Process Improvement, Business Process..., Change Management, Time Management, Accounts Receivable, Cost Accounting, Start-ups, US GAAP, General Ledger
Education
California State University-Los Angeles
BS, Business Administration/Accounting
Resources Global Professionals 2006 - Present
CBS Radio/Viacom/KLSX 1997 - 2006
Premiere Radio Networks 1990 - 1997
California Federal Bank 1984 - 1990
KJOI Radio 1982 - 1984
Coca-Cola Bottling Company of Los Angeles 1979 - 1982
Federal Reserve Bank of San Francisco 1977 - 1979
Prudential Insurance 1976 - 1977
Peat Marwick 1973 - 1975
Skills
Management, Accounting, Internal Audit, Internal Controls, Financial Reporting, Training, Accounts Payable, Finance, Auditing, Payroll, Invoicing, Sarbanes-Oxley Act, Financial Analysis, Analysis, Forecasting, ERP, Managerial Finance, SAP, Process Improvement, Business Process..., Change Management, Time Management, Accounts Receivable, Cost Accounting, Start-ups, US GAAP, General Ledger
Education
California State University-Los Angeles
BS, Business Administration/Accounting
Linda Shropshire, CPA's Peat Marwick Experience 1981 - 1985
Job Institute for Sustainable Communities
Industry Nonprofit Organization Management
Experience
Institute for Sustainable Communities September 2015 - Present
Linda M. Shropshire, CPA August 1985 - August 2015
The Episcopal Parish of All Saints' & St. George's August 2014 - February 2015
Hillside School 2013 - 2014
Solomon Schechter Day School 2010 - 2013
Inly School 2005 - 2010
Peter Roy 2000 - 2005
Derby Academy 1991 - 2000
Peat, Marwick 1981 - 1985
Skills
Microsoft Excel, Microsoft Word, Strategic Planning, Budgets, Finance, Nonprofits, Financial Reporting, PowerPoint, Accounting, Payroll, Microsoft Office, Customer Service, Auditing, Management, Research, Negotiation, Special Projects, Facilities, Human Resources, Forecasting, Project Planning, Communications, Microsoft Publisher
Education
Franklin & Marshall College 1978 — 1981
Bachelor of Arts in Accounting, Accounting and Business/Management
Institute for Sustainable Communities September 2015 - Present
Linda M. Shropshire, CPA August 1985 - August 2015
The Episcopal Parish of All Saints' & St. George's August 2014 - February 2015
Hillside School 2013 - 2014
Solomon Schechter Day School 2010 - 2013
Inly School 2005 - 2010
Peter Roy 2000 - 2005
Derby Academy 1991 - 2000
Peat, Marwick 1981 - 1985
Skills
Microsoft Excel, Microsoft Word, Strategic Planning, Budgets, Finance, Nonprofits, Financial Reporting, PowerPoint, Accounting, Payroll, Microsoft Office, Customer Service, Auditing, Management, Research, Negotiation, Special Projects, Facilities, Human Resources, Forecasting, Project Planning, Communications, Microsoft Publisher
Education
Franklin & Marshall College 1978 — 1981
Bachelor of Arts in Accounting, Accounting and Business/Management
Jeff Brandeis Jeff Brandeis's Peat Marwick Experience 1978 - 1980
Job Growth Markets Sales Director Wolters Kluwer ELM Solutions
Industry Information Technology and Services
Experience
Wolters Kluwer ELM Solutions September 2015 - Present
Wolters Kluwer March 2013 - Present
CCH Incorporated March 2011 - March 2013
Wolters Kluwer-Tax and Accounting Division February 2010 - March 2011
Wolters Kluwer Tax and Accounting April 2009 - March 2010
CCH, a Wolters Kluwer business August 1992 - April 2009
Computer Language Research / Fast*Tax August 1982 - August 1992
Hertz Herson LLP 1980 - 1982
Peat Marwick 1978 - 1980
Skills
SaaS, Salesforce.com, Solution Selling, Professional Services, Sales Process, Account Management, New Business Development, Accounting, Enterprise Software, Tax, Forecasting, Lead Generation, Strategic Planning, Sales Management, Sales Presentations, Management, Auditing, Sales Operations, Business Development, CRM, Direct Sales, Strategic Partnerships, Sales, Business Strategy, Product Management, B2B, Competitive Analysis, Product Marketing, Executive Management, Cloud Computing, Start-ups, Cold Calling, Selling, Software Industry, Consulting, Management Consulting, Strategy, Contract Negotiation, Leadership, Key Account Management, P&L Management, Business Intelligence, Channel Partners, Customer Retention, Go-to-market Strategy, Cross-functional Team..., Analytics, Outsourcing, Business Planning, Team Leadership
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Long Island University, C.W. Post Campus
Master of Business Administration (MBA), Taxation
Wolters Kluwer ELM Solutions September 2015 - Present
Wolters Kluwer March 2013 - Present
CCH Incorporated March 2011 - March 2013
Wolters Kluwer-Tax and Accounting Division February 2010 - March 2011
Wolters Kluwer Tax and Accounting April 2009 - March 2010
CCH, a Wolters Kluwer business August 1992 - April 2009
Computer Language Research / Fast*Tax August 1982 - August 1992
Hertz Herson LLP 1980 - 1982
Peat Marwick 1978 - 1980
Skills
SaaS, Salesforce.com, Solution Selling, Professional Services, Sales Process, Account Management, New Business Development, Accounting, Enterprise Software, Tax, Forecasting, Lead Generation, Strategic Planning, Sales Management, Sales Presentations, Management, Auditing, Sales Operations, Business Development, CRM, Direct Sales, Strategic Partnerships, Sales, Business Strategy, Product Management, B2B, Competitive Analysis, Product Marketing, Executive Management, Cloud Computing, Start-ups, Cold Calling, Selling, Software Industry, Consulting, Management Consulting, Strategy, Contract Negotiation, Leadership, Key Account Management, P&L Management, Business Intelligence, Channel Partners, Customer Retention, Go-to-market Strategy, Cross-functional Team..., Analytics, Outsourcing, Business Planning, Team Leadership
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Long Island University, C.W. Post Campus
Master of Business Administration (MBA), Taxation
Greg Fischer Greg Fischer's Peat Marwick Experience July 1984 - December 1985
Job Publisher at Political Patriot
Industry Newspapers
Experience
Political Patriot October 2008 - Present
Riverhead Democratic Committee 2010 - 2014
Riverhead Democratic Committee 2010 - 2014
Riverhead Democratic Committee 2010 - 2014
Micro Perfect Corporation January 1986 - December 2007
Peat Marwick July 1984 - December 1985
Price Waterhouse Management Consultants June 1982 - June 1984
Skills
Strategic Consulting, Writing, Investigation, Databases, Strategic Partnerships, Transition Planning, Analysis, Marketing, Positioning, Motivation, Coaching, Training, Reorganization, Turnaround, Family Business, Manufacturing..., Political Consulting, Survey Design, Intergenerational..., Accounting, Compliance, Logistics, Mathematical Modeling, Business Analysis, Invention, Government, Strategic Communications, Small Business, Research, Conflict Resolution, Process Scheduler, Nonprofits, Volunteer Management, Leadership, Corporate Actions, Appeals, Public Speaking, Family Law, Courts, Criminal Defense, Policy
Education
SUNY Albany 1980 — 1982
MBA, Operations Management
SUNY New Paltz 1979 — 1980
BS, Business - Finance
Borough of Manhattan Community College 1975 — 1976
AS, Business Management
Nyack Boys School
Political Patriot October 2008 - Present
Riverhead Democratic Committee 2010 - 2014
Riverhead Democratic Committee 2010 - 2014
Riverhead Democratic Committee 2010 - 2014
Micro Perfect Corporation January 1986 - December 2007
Peat Marwick July 1984 - December 1985
Price Waterhouse Management Consultants June 1982 - June 1984
Skills
Strategic Consulting, Writing, Investigation, Databases, Strategic Partnerships, Transition Planning, Analysis, Marketing, Positioning, Motivation, Coaching, Training, Reorganization, Turnaround, Family Business, Manufacturing..., Political Consulting, Survey Design, Intergenerational..., Accounting, Compliance, Logistics, Mathematical Modeling, Business Analysis, Invention, Government, Strategic Communications, Small Business, Research, Conflict Resolution, Process Scheduler, Nonprofits, Volunteer Management, Leadership, Corporate Actions, Appeals, Public Speaking, Family Law, Courts, Criminal Defense, Policy
Education
SUNY Albany 1980 — 1982
MBA, Operations Management
SUNY New Paltz 1979 — 1980
BS, Business - Finance
Borough of Manhattan Community College 1975 — 1976
AS, Business Management
Nyack Boys School
Don Purcell Don Purcell's Peat Marwick Experience June 1981 - August 1983
Job CPA/PFS/Stewardship Coach: Intelligent & objective financial advice based on Truth & Wisdom of God’s WordDONPURCELL.NET
Industry Accounting
Experience
Don Purcell CPA PA July 1988 - Present
True North Foundation June 2009 - December 2010
Peat Marwick June 1981 - August 1983
Skills
Estate Planning, Finance, Tax, Employee Benefits, Insurance, CPA, Financial Services, Nonprofits, Financial Analysis, Small Business, Income Tax
Education
Drake University 1977 — 1981
BSBA, Accounting
Don Purcell CPA PA July 1988 - Present
True North Foundation June 2009 - December 2010
Peat Marwick June 1981 - August 1983
Skills
Estate Planning, Finance, Tax, Employee Benefits, Insurance, CPA, Financial Services, Nonprofits, Financial Analysis, Small Business, Income Tax
Education
Drake University 1977 — 1981
BSBA, Accounting
Marcel Conrad Marcel Conrad's Peat Marwick Experience 1985 - 1988
Job Manager at Oakland International Airport
Industry Airlines/Aviation
Experience
Oakland International Airport March 1997 - Present
Marcel E. Conrad III July 1979 - 2011
San Francisco Fair, State California 1989 - 1996
Peat Marwick 1985 - 1988
San Francisco International Airport 1973 - 1985
Skills
Lead contracts..., California Attorney, Manager, Aviation, Real Estate Transactions, Negotiation, Real Estate
Education
Lincoln University (CA) 1974 — 1978
JD, Law
Lincoln University (CA) 1974 — 1978
JD, Law
Hamline University 1966 — 1970
BA, Political Science / Journalism
Georgetown Prep 1962 — 1966
HS
Oakland International Airport March 1997 - Present
Marcel E. Conrad III July 1979 - 2011
San Francisco Fair, State California 1989 - 1996
Peat Marwick 1985 - 1988
San Francisco International Airport 1973 - 1985
Skills
Lead contracts..., California Attorney, Manager, Aviation, Real Estate Transactions, Negotiation, Real Estate
Education
Lincoln University (CA) 1974 — 1978
JD, Law
Lincoln University (CA) 1974 — 1978
JD, Law
Hamline University 1966 — 1970
BA, Political Science / Journalism
Georgetown Prep 1962 — 1966
HS
Celeste Rogers Celeste Rogers's Peat Marwick Experience July 1982 - February 1985
Job Resourceful, Experienced, Effective, Efficient, Flexible & Handson executive in high tech Startups
Industry Accounting
Experience
Taseon, Inc. August 2007 - July 2010
The Retail Equation, Inc. January 2005 - August 2007
MagnaCarda, UltraCard, Comparator Systems Corp September 1992 - December 2004
Esco Technologies (M) Sdn Bhd April 1991 - August 1992
Limbang Trading Sdn Bhd June 1986 - February 1991
Peat Marwick July 1982 - February 1985
Skills
Accounting, Financial Analysis, Financial Reporting, Process Improvement
Education
London School of Accountancy 1985 — 1985
Financial Accounting
Tunku Abdul Rahman College 1980 — 1982
Degree, Financial Accounting;
Methodist Secondary School, SIbu 1977 — 1978
General Paper, Biology; Chemistry, Physics, Additional Mathematics
Methodist Secondary School, Sibu 1975 — 1976
English Language, Biology, Chemistry, Physics, Mathematics, History, Geography
Taseon, Inc. August 2007 - July 2010
The Retail Equation, Inc. January 2005 - August 2007
MagnaCarda, UltraCard, Comparator Systems Corp September 1992 - December 2004
Esco Technologies (M) Sdn Bhd April 1991 - August 1992
Limbang Trading Sdn Bhd June 1986 - February 1991
Peat Marwick July 1982 - February 1985
Skills
Accounting, Financial Analysis, Financial Reporting, Process Improvement
Education
London School of Accountancy 1985 — 1985
Financial Accounting
Tunku Abdul Rahman College 1980 — 1982
Degree, Financial Accounting;
Methodist Secondary School, SIbu 1977 — 1978
General Paper, Biology; Chemistry, Physics, Additional Mathematics
Methodist Secondary School, Sibu 1975 — 1976
English Language, Biology, Chemistry, Physics, Mathematics, History, Geography
Bill Quish's Peat Marwick Experience 1977 - 1979
Job Merger & Acquisition and Certified Exit Planning Advisor
Industry Investment Banking
Experience
Lyons Solutions, LLC January 2005 - Present
Suffield Financial Group January 2003 - December 2004
Quish & Associates, LLC April 1983 - December 2002
Hartford Financial Services January 1982 - March 1984
Coopers & Lybrand 1977 - 1981
Peat Marwick 1977 - 1979
Skills
Transaction, Mergers, Business Planning, Business Strategy, Management Consulting, Corporate Finance, Strategic Planning, Valuation, Business Valuation, Succession Planning, Investment Banking, Selling Businesses, Private Equity, Exit Planning, Sourcing Capital, Financial Analysis, Entrepreneurship, Executive Management, Mergers & Acquisitions, Exit Strategies, Finance, Due Diligence, Corporate Development, Financial Structuring, Restructuring, M&A experience, Venture Capital, Financial Transactions
Education
Boston College 1973 — 1977
Accounting, Accounting - Finance
Lyons Solutions, LLC January 2005 - Present
Suffield Financial Group January 2003 - December 2004
Quish & Associates, LLC April 1983 - December 2002
Hartford Financial Services January 1982 - March 1984
Coopers & Lybrand 1977 - 1981
Peat Marwick 1977 - 1979
Skills
Transaction, Mergers, Business Planning, Business Strategy, Management Consulting, Corporate Finance, Strategic Planning, Valuation, Business Valuation, Succession Planning, Investment Banking, Selling Businesses, Private Equity, Exit Planning, Sourcing Capital, Financial Analysis, Entrepreneurship, Executive Management, Mergers & Acquisitions, Exit Strategies, Finance, Due Diligence, Corporate Development, Financial Structuring, Restructuring, M&A experience, Venture Capital, Financial Transactions
Education
Boston College 1973 — 1977
Accounting, Accounting - Finance
Jim Blaufuss's Peat Marwick Experience January 1967 - May 1970
Job Broker/Associate at RE/MAX Realty Suburban
Industry Real Estate
Experience
RE/MAX Realty Suburban October 1989 - Present
Peat Marwick January 1967 - May 1970
Skills
Sellers, New Home Sales, First Time Home Buyers, Real Estate, Single Family Homes, Investors, Residential Homes, Condos, Friendly Personality, Relocation, Foreclosures, Referrals, Townhomes, Real Estate Transactions, Luxury, Investment Properties, Buyer Representation, REO
Education
Emporia State University 1963 — 1967
BS, Accounting
RE/MAX Realty Suburban October 1989 - Present
Peat Marwick January 1967 - May 1970
Skills
Sellers, New Home Sales, First Time Home Buyers, Real Estate, Single Family Homes, Investors, Residential Homes, Condos, Friendly Personality, Relocation, Foreclosures, Referrals, Townhomes, Real Estate Transactions, Luxury, Investment Properties, Buyer Representation, REO
Education
Emporia State University 1963 — 1967
BS, Accounting
Jon Rutenberg Jon Rutenberg's Peat Marwick Experience July 1976 - April 1980
Job Managing Member at BizConnectOnline, LLC
Industry Information Technology and Services
Experience
BizConnectOnline, LLC July 2009 - Present
Computer Consultants Corporation February 2003 - Present
Reznick Group April 1982 - February 2003
Peat Marwick July 1976 - April 1980
Skills
Web Development, Software, Contact Management, E-commerce, Marketing, Social Media, Sales, Strategic Planning, Public Speaking, Leadership, New Business Development, Online Advertising, Customer Service, Program Management, Business Development, Marketing Strategy, Start-ups, Team Leadership, Non-profits, Social Media Marketing, Nonprofits, Entrepreneurship, Contract Negotiation, Business Strategy, Strategic Partnerships, Small Business, Management, B2B, Lead Generation, Sales Process, Event Management, Strategy, Consulting
Education
Cornell University 1973 — 1976
MBA, Finance
University of Pittsburgh 1969 — 1973
BA, Political Science
BizConnectOnline, LLC July 2009 - Present
Computer Consultants Corporation February 2003 - Present
Reznick Group April 1982 - February 2003
Peat Marwick July 1976 - April 1980
Skills
Web Development, Software, Contact Management, E-commerce, Marketing, Social Media, Sales, Strategic Planning, Public Speaking, Leadership, New Business Development, Online Advertising, Customer Service, Program Management, Business Development, Marketing Strategy, Start-ups, Team Leadership, Non-profits, Social Media Marketing, Nonprofits, Entrepreneurship, Contract Negotiation, Business Strategy, Strategic Partnerships, Small Business, Management, B2B, Lead Generation, Sales Process, Event Management, Strategy, Consulting
Education
Cornell University 1973 — 1976
MBA, Finance
University of Pittsburgh 1969 — 1973
BA, Political Science
Ivan Ketterman Ivan Ketterman's Peat Marwick Experience 1977 - 1982
Job Partner at Larson, Certified Public Accountants
Industry Accounting
Experience
Larson, Certified Public Accountants August 2014 - Present
Larson October 2012 - Present
CliftonLarsonAllen January 2012 - May 2012
Clifton Gunderson LLP January 2010 - December 2011
Outrigger Enterprises 2008 - 2009
Accuity LLP 2006 - 2008
PricewaterhouseCoopers 1996 - 2006
Commonwealth Utilities Corporation 1990 - 1991
Peat Marwick 1977 - 1982
Skills
Tax, Tax Advisory, Accounting, Corporate Tax, Tax Research, Income Tax, US Tax, Tax Accounting, Partnership Taxation, CPA, International Tax, Tax Preparation, Internal Audit, Bookkeeping
Education
Villanova University 1995 — 1998
Masters, Taxation
Bob Jones University
Bachelors, Accounting
Larson, Certified Public Accountants August 2014 - Present
Larson October 2012 - Present
CliftonLarsonAllen January 2012 - May 2012
Clifton Gunderson LLP January 2010 - December 2011
Outrigger Enterprises 2008 - 2009
Accuity LLP 2006 - 2008
PricewaterhouseCoopers 1996 - 2006
Commonwealth Utilities Corporation 1990 - 1991
Peat Marwick 1977 - 1982
Skills
Tax, Tax Advisory, Accounting, Corporate Tax, Tax Research, Income Tax, US Tax, Tax Accounting, Partnership Taxation, CPA, International Tax, Tax Preparation, Internal Audit, Bookkeeping
Education
Villanova University 1995 — 1998
Masters, Taxation
Bob Jones University
Bachelors, Accounting
Nancy Collins Nancy Collins's Peat Marwick Experience 1980 - 1985
Job Executive Vice President, High Tech, Communications and Media Industries
Industry Information Technology and Services
Experience
Xerox Services October 2014 - Present
Xerox October 2011 - September 2014
ACS/Xerox 2008 - June 2010
ACS Inc May 2006 - June 2008
Verizon Business 2005 - 2006
MCI 1998 - 2005
MCI 1989 - 1998
ROLM 1985 - 1989
Peat Marwick 1980 - 1985
Skills
Strategy, Business Development, BPO, Mergers, Corporate Finance, P&L Management, Management, Restructuring, Enterprise Software, Telecommunications, Mergers & Acquisitions, Outsourcing, Solution Selling, Consulting, IT Strategy, Vendor Management, Business Strategy, Business Process..., Program Management, Management Consulting, Government, Executive Management, Strategic Partnerships, Finance, Leadership, Professional Services, Process Improvement, IT Service Management, Business Analysis, Auditing, Change Management, Cloud Computing, Cross-functional Team..., Strategic Planning, Start-ups, CRM, Financial Analysis, Business Process, Business Transformation, Business Intelligence, Integration, Governance, SaaS, Risk Management, PMO, PMP, Project Portfolio..., ERP, IT Outsourcing, IT Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Business
George Mason University 1976 — 1980
BS, Accounting
Xerox Services October 2014 - Present
Xerox October 2011 - September 2014
ACS/Xerox 2008 - June 2010
ACS Inc May 2006 - June 2008
Verizon Business 2005 - 2006
MCI 1998 - 2005
MCI 1989 - 1998
ROLM 1985 - 1989
Peat Marwick 1980 - 1985
Skills
Strategy, Business Development, BPO, Mergers, Corporate Finance, P&L Management, Management, Restructuring, Enterprise Software, Telecommunications, Mergers & Acquisitions, Outsourcing, Solution Selling, Consulting, IT Strategy, Vendor Management, Business Strategy, Business Process..., Program Management, Management Consulting, Government, Executive Management, Strategic Partnerships, Finance, Leadership, Professional Services, Process Improvement, IT Service Management, Business Analysis, Auditing, Change Management, Cloud Computing, Cross-functional Team..., Strategic Planning, Start-ups, CRM, Financial Analysis, Business Process, Business Transformation, Business Intelligence, Integration, Governance, SaaS, Risk Management, PMO, PMP, Project Portfolio..., ERP, IT Outsourcing, IT Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Business
George Mason University 1976 — 1980
BS, Accounting
Amy Tavrow's Peat Marwick Experience September 1988 - October 1989
Job Parttime Accountant at TransFinancial
Industry Accounting
Experience
TransFinancial Corporation November 1998 - Present
Pear Commercial Interiors January 1994 - October 1998
Various individuals and companies June 1992 - January 1994
Destron/IDI January 1990 - June 1992
Peat Marwick September 1988 - October 1989
Education
Pennsylvania State University, State College 1986 — 1987
Accounting
Brandeis University 1980 — 1984
1984, Economics
TransFinancial Corporation November 1998 - Present
Pear Commercial Interiors January 1994 - October 1998
Various individuals and companies June 1992 - January 1994
Destron/IDI January 1990 - June 1992
Peat Marwick September 1988 - October 1989
Education
Pennsylvania State University, State College 1986 — 1987
Accounting
Brandeis University 1980 — 1984
1984, Economics
Shari Lee Shari Lee's Peat Marwick Experience 1982 - 1983
Job Development Consultant and Program Manager
Industry Construction
Experience
Shari Lee October 2014 - Present
Miami-Dade County Public Schools April 1991 - October 2014
MicroAge 1987 - 1990
Grant Thornton LLP 1985 - 1986
Pannell Kerr Forster 1983 - 1985
Peat Marwick 1982 - 1983
Fithian's School of Dancing and Drama 1968 - 1978
Skills
CPA, Cpr Certified, Red Cross Instructor, Girl Scout Leader, Girl Scout Trainer, Construction Management
Education
Florida International University - College of Business Administration 1998 — 1999
Master's degree, Accountancy, Information Systems
Salem International University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting andManagement
Miami Beach Senior High School 1969 — 1972
Ida M Fisher Junior High School 1966 — 1969
North Beach Elementary 1958 — 1966
Shari Lee October 2014 - Present
Miami-Dade County Public Schools April 1991 - October 2014
MicroAge 1987 - 1990
Grant Thornton LLP 1985 - 1986
Pannell Kerr Forster 1983 - 1985
Peat Marwick 1982 - 1983
Fithian's School of Dancing and Drama 1968 - 1978
Skills
CPA, Cpr Certified, Red Cross Instructor, Girl Scout Leader, Girl Scout Trainer, Construction Management
Education
Florida International University - College of Business Administration 1998 — 1999
Master's degree, Accountancy, Information Systems
Salem International University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting andManagement
Miami Beach Senior High School 1969 — 1972
Ida M Fisher Junior High School 1966 — 1969
North Beach Elementary 1958 — 1966
Tony Genovese's Peat Marwick Experience 1983 - 1985
Job Founder, CEO, DaVinci Direct
Industry Marketing and Advertising
Experience
DaVinci Direct May 2005 - Present
Newport Creative Communications March 1998 - April 2005
L.W. Robbins Associates 1985 - 1998
Peat Marwick 1983 - 1985
Skills
Email Marketing, Online Advertising, Marketing Strategy, Marketing Communications, Integrated Marketing, Direct Mail, Direct Marketing, Account Management, Budgets, Strategic Planning, Online Marketing, Marketing, New Business Development, Sales, Lead Generation, Copywriting, Brand Development, Fundraising, Event Management, Nonprofits, Multi-channel Marketing, Interactive Marketing, Digital Media, Strategy, Strategic Partnerships, Mobile Marketing, Digital Marketing, Relationship Marketing, Database Marketing, Customer Acquisition, Digital Strategy, B2B Marketing, SEO, Analytics, Direct Response, SEM, E-commerce, Content Marketing, B2B, Brand Management, Campaign Management, Web Analytics, Content Strategy, PPC, Creative Strategy, Affiliate Marketing, Web Marketing, Segmentation, Google Adwords
Education
Boston Latin School
Boston University
MBA, Accounting
Vassar College
Bachelor of Arts (BA), Italian Language and Literature
DaVinci Direct May 2005 - Present
Newport Creative Communications March 1998 - April 2005
L.W. Robbins Associates 1985 - 1998
Peat Marwick 1983 - 1985
Skills
Email Marketing, Online Advertising, Marketing Strategy, Marketing Communications, Integrated Marketing, Direct Mail, Direct Marketing, Account Management, Budgets, Strategic Planning, Online Marketing, Marketing, New Business Development, Sales, Lead Generation, Copywriting, Brand Development, Fundraising, Event Management, Nonprofits, Multi-channel Marketing, Interactive Marketing, Digital Media, Strategy, Strategic Partnerships, Mobile Marketing, Digital Marketing, Relationship Marketing, Database Marketing, Customer Acquisition, Digital Strategy, B2B Marketing, SEO, Analytics, Direct Response, SEM, E-commerce, Content Marketing, B2B, Brand Management, Campaign Management, Web Analytics, Content Strategy, PPC, Creative Strategy, Affiliate Marketing, Web Marketing, Segmentation, Google Adwords
Education
Boston Latin School
Boston University
MBA, Accounting
Vassar College
Bachelor of Arts (BA), Italian Language and Literature
Dan Zircher's Peat Marwick Experience 1982 - 1984
Job Investment Banker in Financial Services & FinTech industry
Industry Investment Banking
Experience
PL Advisors October 2014 - Present
DGZ Associates 2012 - Present
Macquarie Capital/Fox Pitt 2008 - 2011
Duff & Phelps 2006 - 2008
Mesirow Financial 1993 - 2006
BDO Seidman 1991 - 1993
Merrill Lynch 1986 - 1992
Zenith Electronics Corporation 1984 - 1986
Peat Marwick 1982 - 1984
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Valuation, LBO, Equities, Alternative Investments, Hedge Funds, Finance, Banking, Financial Services, IPO, Market Structure, Corporate Strategy..., Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Finance and Real Estate
Northern Illinois University
Bachelor of Science, Accounting
PL Advisors October 2014 - Present
DGZ Associates 2012 - Present
Macquarie Capital/Fox Pitt 2008 - 2011
Duff & Phelps 2006 - 2008
Mesirow Financial 1993 - 2006
BDO Seidman 1991 - 1993
Merrill Lynch 1986 - 1992
Zenith Electronics Corporation 1984 - 1986
Peat Marwick 1982 - 1984
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Valuation, LBO, Equities, Alternative Investments, Hedge Funds, Finance, Banking, Financial Services, IPO, Market Structure, Corporate Strategy..., Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Finance and Real Estate
Northern Illinois University
Bachelor of Science, Accounting
Thomas Freitag Thomas Freitag's Peat Marwick Experience December 1982 - September 1984
Job Consultant at TRF Consulting
Industry Higher Education
Experience
TRF Consulting September 2014 - Present
Montgomery County Community College July 2010 - June 2014
University of Pennsylvania, School of Education December 2008 - July 2010
University of Pennsylvania, School of Dental Medicine June 2003 - December 2008
Temple University, School of Medicine October 1988 - June 2003
Temple University September 1984 - November 1988
Peat Marwick December 1982 - September 1984
Memorial Sloan-Kettering Cancer Center September 1978 - December 1982
Arthur Andersen July 1976 - September 1978
Skills
Staff Development, Change Management, Construction Management, CPA, Policy and Procedure..., Process Improvement, Entrepreneurial Ventures, Healthcare Management, Benefits Administration, Benefits Negotiation, Collective Bargaining, Public Safety, Transportation..., Procurement, Financial Analysis, Operating Budgets, Capital Budgeting, Fixed Asset Management, Emergency Planning, Public Speaking, Policy, Leadership, Management, Finance, Analysis, Budgets, Managerial Finance, Strategic Planning, Team Building, Entrepreneurship, Nonprofits
Education
University of Pennsylvania - The Wharton School 1974 — 1976
Master of Business Administration (MBA), Health Care Administration and Accounting
Denison University 1970 — 1974
Bachelor of Arts (BA), History
TRF Consulting September 2014 - Present
Montgomery County Community College July 2010 - June 2014
University of Pennsylvania, School of Education December 2008 - July 2010
University of Pennsylvania, School of Dental Medicine June 2003 - December 2008
Temple University, School of Medicine October 1988 - June 2003
Temple University September 1984 - November 1988
Peat Marwick December 1982 - September 1984
Memorial Sloan-Kettering Cancer Center September 1978 - December 1982
Arthur Andersen July 1976 - September 1978
Skills
Staff Development, Change Management, Construction Management, CPA, Policy and Procedure..., Process Improvement, Entrepreneurial Ventures, Healthcare Management, Benefits Administration, Benefits Negotiation, Collective Bargaining, Public Safety, Transportation..., Procurement, Financial Analysis, Operating Budgets, Capital Budgeting, Fixed Asset Management, Emergency Planning, Public Speaking, Policy, Leadership, Management, Finance, Analysis, Budgets, Managerial Finance, Strategic Planning, Team Building, Entrepreneurship, Nonprofits
Education
University of Pennsylvania - The Wharton School 1974 — 1976
Master of Business Administration (MBA), Health Care Administration and Accounting
Denison University 1970 — 1974
Bachelor of Arts (BA), History
Aleta Carmody Aleta Carmody's Peat Marwick Experience April 1979 - August 1982
Job Administrative Assistant Sr at Chesapeake Health Department
Industry Government Administration
Experience
Chesapeake Health Department August 1992 - Present
Peat Marwick April 1979 - August 1982
Skills
Administrative..., Government, Access, Administration, Data Entry
Education
College of Lake County
Tidewater Community College
Chesapeake Health Department August 1992 - Present
Peat Marwick April 1979 - August 1982
Skills
Administrative..., Government, Access, Administration, Data Entry
Education
College of Lake County
Tidewater Community College
Ronald Beeson, CPA's Peat Marwick Experience June 1984 - December 1984
Job Interim Corporate Controller/Consultant at RiskIQ
Industry Information Technology and Services
Experience
RiskIQ January 2015 - Present
LiveOps Inc. May 2013 - August 2014
Picarro, Inc. March 2012 - May 2013
Magma Design Automation May 2008 - December 2011
Open Silicon Inc February 2007 - May 2008
Nanometrics October 2005 - February 2007
VNUS Medical Technologies September 2000 - March 2005
Fortune Brands August 1994 - July 1999
Peat Marwick June 1984 - December 1984
Skills
SEC reporting, Revenue Recognition, SOX, Financial Reporting, FASB, Consolidation, Internal Controls, FAS 123R, 10Q, Manufacturing, Budgeting, Forecasting, Cost Accounting, Cost Analysis, Financial Analysis, Corporate Finance, Financial Planning, Change Management, International Business, IPO, Project Implementation, ERP, MRP, Business Process..., Start-ups, Turnarounds, Team Leadership, Team Motivator, Technical Accounting, Staff Development, Accounting Dept...., Month End Close, Global Operations, International Cash..., Foreign Currency, Tax Provision, Tax Return Coordination..., International Taxation..., Audit Committee..., Manage Audit & External..., XBRL, Provision, Financial Statements, Cross-functional Team..., Accounting, SEC filings, US GAAP, External Audit, General Ledger, Auditing
Education
Ball State University
BS, Accounting
RiskIQ January 2015 - Present
LiveOps Inc. May 2013 - August 2014
Picarro, Inc. March 2012 - May 2013
Magma Design Automation May 2008 - December 2011
Open Silicon Inc February 2007 - May 2008
Nanometrics October 2005 - February 2007
VNUS Medical Technologies September 2000 - March 2005
Fortune Brands August 1994 - July 1999
Peat Marwick June 1984 - December 1984
Skills
SEC reporting, Revenue Recognition, SOX, Financial Reporting, FASB, Consolidation, Internal Controls, FAS 123R, 10Q, Manufacturing, Budgeting, Forecasting, Cost Accounting, Cost Analysis, Financial Analysis, Corporate Finance, Financial Planning, Change Management, International Business, IPO, Project Implementation, ERP, MRP, Business Process..., Start-ups, Turnarounds, Team Leadership, Team Motivator, Technical Accounting, Staff Development, Accounting Dept...., Month End Close, Global Operations, International Cash..., Foreign Currency, Tax Provision, Tax Return Coordination..., International Taxation..., Audit Committee..., Manage Audit & External..., XBRL, Provision, Financial Statements, Cross-functional Team..., Accounting, SEC filings, US GAAP, External Audit, General Ledger, Auditing
Education
Ball State University
BS, Accounting
Gary Burns CPA, CISA Gary Burns CPA, CISA's Peat Marwick Experience 1980 - 1982
Job Director, Internal Audit at MannKind Corporation
Industry Pharmaceuticals
Experience
MannKind Corporation June 2008 - Present
KPMG Advisory June 2003 - June 2008
Oracle Corporation 1992 - 2003
National Medical Enterprise 1986 - 1992
PacifiCorp 1982 - 1986
Peat Marwick 1980 - 1982
United States Air Force 1973 - 1977
Skills
Sarbanes-Oxley Act, Auditing, IT Audit, Internal Controls, Internal Audit, ERP, Financial Audits, Financial Analysis, Project Management, Risk Assessment, Oracle E-Business Suite, Oracle ERP..., Financial Reporting, Big 4, COSO 2013, COSO, Management, Enterprise Risk..., Clinical Trials, Business, Entrepreneurship, Financial Accounting, CPA, CISA, Business Process..., GAAP, Business Process, Audit Management, Corporate Governance, Management Consulting, Fraud, Audit Committee, Business Process..., Software Project..., Visio, SDLC, Drug Development, Cross-functional Team..., Public Speaking, Entertainment Industry, International Business, Business Analysis, Due Diligence, Segregation of Duties, COBIT, Accounting, Finance
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
BS, Accounting
MannKind Corporation June 2008 - Present
KPMG Advisory June 2003 - June 2008
Oracle Corporation 1992 - 2003
National Medical Enterprise 1986 - 1992
PacifiCorp 1982 - 1986
Peat Marwick 1980 - 1982
United States Air Force 1973 - 1977
Skills
Sarbanes-Oxley Act, Auditing, IT Audit, Internal Controls, Internal Audit, ERP, Financial Audits, Financial Analysis, Project Management, Risk Assessment, Oracle E-Business Suite, Oracle ERP..., Financial Reporting, Big 4, COSO 2013, COSO, Management, Enterprise Risk..., Clinical Trials, Business, Entrepreneurship, Financial Accounting, CPA, CISA, Business Process..., GAAP, Business Process, Audit Management, Corporate Governance, Management Consulting, Fraud, Audit Committee, Business Process..., Software Project..., Visio, SDLC, Drug Development, Cross-functional Team..., Public Speaking, Entertainment Industry, International Business, Business Analysis, Due Diligence, Segregation of Duties, COBIT, Accounting, Finance
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
BS, Accounting
Patrick Fetzer Patrick Fetzer's Peat Marwick Experience 1987 - 1988
Job CPA
Industry Accounting
Experience
Patrick F. Fetzer, CPA May 2000 - Present
MKF, CPAs June 1994 - April 2000
Ernst & Young June 1988 - June 1994
Peat Marwick 1987 - 1988
Skills
Income tax & accounting..., S Corporations, Tax Accounting, Tax Research, IRS, Partnership Taxation, Tax Preparation, LLC, Small Business, Estate Planning, Accounts Receivable, Strategic Financial..., Payroll Taxes, High Net Worth..., Estate Tax Planning, Trusts, Accounts Payable
Education
CSU Chico 1982 — 1986
Bachelor of Science (BS), Accounting
Patrick F. Fetzer, CPA May 2000 - Present
MKF, CPAs June 1994 - April 2000
Ernst & Young June 1988 - June 1994
Peat Marwick 1987 - 1988
Skills
Income tax & accounting..., S Corporations, Tax Accounting, Tax Research, IRS, Partnership Taxation, Tax Preparation, LLC, Small Business, Estate Planning, Accounts Receivable, Strategic Financial..., Payroll Taxes, High Net Worth..., Estate Tax Planning, Trusts, Accounts Payable
Education
CSU Chico 1982 — 1986
Bachelor of Science (BS), Accounting
Brent Stidman Brent Stidman's Peat Marwick Experience January 1982 - August 1985
Job CPA at Jones & Company, Ltd.
Industry Accounting
Experience
Jones & Company, Ltd. January 1988 - Present
Prier, Stidman, & Brown CPA's August 1985 - December 1987
Peat Marwick January 1982 - August 1985
Skills
Financial Reporting, Accounting, Tax, Financial Analysis, Strategic Planning, CPA, Auditing, Tax Preparation, Corporate Tax, Financial Accounting, GAAP, Income Tax, Risk Management, Microsoft Office
Education
University of Arkansas at Fayetteville 1980 — 1981
MBA, Accounting & Finance
Arkansas State University 1977 — 1980
BS, Accounting
Jones & Company, Ltd. January 1988 - Present
Prier, Stidman, & Brown CPA's August 1985 - December 1987
Peat Marwick January 1982 - August 1985
Skills
Financial Reporting, Accounting, Tax, Financial Analysis, Strategic Planning, CPA, Auditing, Tax Preparation, Corporate Tax, Financial Accounting, GAAP, Income Tax, Risk Management, Microsoft Office
Education
University of Arkansas at Fayetteville 1980 — 1981
MBA, Accounting & Finance
Arkansas State University 1977 — 1980
BS, Accounting
Joe Mallin Joe Mallin's Peat Marwick Experience January 1984 - July 1987
Job Managing Director at Pearl Meyer & Partners
Industry Management Consulting
Experience
Pearl Meyer & Partners May 2002 - Present
Arthur Andersen July 2001 - May 2002
William M. Mercer March 1995 - March 2001
Towers Perrin July 1987 - March 1995
Peat Marwick January 1984 - July 1987
Skills
Finance, Consulting, Executive Pay, Incentive Programs, Corporate Governance, Benchmarking, Mergers, Management Consulting, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Executive Management, Business Strategy, Management, Human Resources, Deferred Compensation, Acquisition Integration, Private Equity
Education
Baldwin-Wallace College 1981 — 1983
MBA
Miami University 1974 — 1977
BS, Finance
Pearl Meyer & Partners May 2002 - Present
Arthur Andersen July 2001 - May 2002
William M. Mercer March 1995 - March 2001
Towers Perrin July 1987 - March 1995
Peat Marwick January 1984 - July 1987
Skills
Finance, Consulting, Executive Pay, Incentive Programs, Corporate Governance, Benchmarking, Mergers, Management Consulting, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Executive Management, Business Strategy, Management, Human Resources, Deferred Compensation, Acquisition Integration, Private Equity
Education
Baldwin-Wallace College 1981 — 1983
MBA
Miami University 1974 — 1977
BS, Finance
Charles (Doug) Kintz Charles (Doug) Kintz's Peat Marwick Experience September 1983 - December 1984
Job Data Base Administrator at PS Energy Group
Industry Oil & Energy
Experience
PS Energy Group December 2006 - Present
DATAMATX, Inc. December 2002 - December 2006
Siemens Business Services September 2000 - October 2001
Appliance Warehouse of America, Inc. 1990 - 1999
Communications International June 1989 - October 1990
Management Information Services 1986 - 1989
Peat Marwick September 1983 - December 1984
Arthur Andersen 1980 - 1982
Skills
Databases, CRM, SQL, Microsoft SQL Server, Data Warehousing, Data Center, T-SQL, Networking, Process Improvement, Project Management, SQL Tuning, Visio, Business Intelligence, SharePoint, System Administration, Team Building, Vendor Management, Management, Event Management, Strategic Planning, Team Leadership, Relationship Management, Event Planning
Education
University of Georgia - Terry College of Business 1979 — 1980
MAcc, Accounting
Georgia Institute of Technology 1975 — 1979
BSIM, Business
PS Energy Group December 2006 - Present
DATAMATX, Inc. December 2002 - December 2006
Siemens Business Services September 2000 - October 2001
Appliance Warehouse of America, Inc. 1990 - 1999
Communications International June 1989 - October 1990
Management Information Services 1986 - 1989
Peat Marwick September 1983 - December 1984
Arthur Andersen 1980 - 1982
Skills
Databases, CRM, SQL, Microsoft SQL Server, Data Warehousing, Data Center, T-SQL, Networking, Process Improvement, Project Management, SQL Tuning, Visio, Business Intelligence, SharePoint, System Administration, Team Building, Vendor Management, Management, Event Management, Strategic Planning, Team Leadership, Relationship Management, Event Planning
Education
University of Georgia - Terry College of Business 1979 — 1980
MAcc, Accounting
Georgia Institute of Technology 1975 — 1979
BSIM, Business
Brenda Michuda Brenda Michuda's Peat Marwick Experience August 1984 - January 1987
Job Fiduciary Tax Accountant
Industry Accounting
Experience
Michuda Construction tool lease acctg/ self employed Fiduciary Tax Accountant January 2002 - Present
Foote, Cone & Belding January 1987 - May 1991
Peat Marwick August 1984 - January 1987
Skills
Accounting, Tax, Financial Reporting, Tax Preparation, Income Tax, QuickBooks, Financial Accounting, Bookkeeping, Tax Returns, General Ledger, Account Reconciliation, Corporate Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1992
MBA, International Business
University of Notre Dame 1980 — 1984
Bachelor of Business Administration, Accounting
Michuda Construction tool lease acctg/ self employed Fiduciary Tax Accountant January 2002 - Present
Foote, Cone & Belding January 1987 - May 1991
Peat Marwick August 1984 - January 1987
Skills
Accounting, Tax, Financial Reporting, Tax Preparation, Income Tax, QuickBooks, Financial Accounting, Bookkeeping, Tax Returns, General Ledger, Account Reconciliation, Corporate Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1992
MBA, International Business
University of Notre Dame 1980 — 1984
Bachelor of Business Administration, Accounting
Albert Boucek Albert Boucek's Peat Marwick Experience 1986 - 1988
Job Owner at Boucek Law Office
Industry Law Practice
Experience
Boucek Law Office 1999 - Present
Jones, Gregg, Creehan & Gerace, LLP 1989 - 2000
Peat Marwick 1986 - 1988
Mellon Bank 1979 - 1985
Skills
Mediation, Bankruptcy, Corporate Law, Personal Injury, Litigation, Legal Research, Commercial Litigation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1976 — 1977
MBA, Finance
Duquesne University School of Law 1973 — 1976
JD, Law
Center for Dispute Resolution at Capital University Law School
Intensive Mediation
University of Pittsburgh
BA, Communications
Boucek Law Office 1999 - Present
Jones, Gregg, Creehan & Gerace, LLP 1989 - 2000
Peat Marwick 1986 - 1988
Mellon Bank 1979 - 1985
Skills
Mediation, Bankruptcy, Corporate Law, Personal Injury, Litigation, Legal Research, Commercial Litigation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1976 — 1977
MBA, Finance
Duquesne University School of Law 1973 — 1976
JD, Law
Center for Dispute Resolution at Capital University Law School
Intensive Mediation
University of Pittsburgh
BA, Communications
ROBERT S STEINBERG ROBERT S STEINBERG's Peat Marwick Experience June 1967 - June 1974
Job Owner, ROBERT S. STEINBERG, ESQUIRE
Industry Law Practice
Experience
ROBERT S. STEINBERG PA June 1977 - Present
Peat Marwick June 1967 - June 1974
Skills
Tax Returns, IRS, Tax, Income Tax, Tax Preparation, Tax Compliance, International Tax, Tax Audits, Partnership Taxation, Tax Advisory, Federal Tax, Tax Law, Tax Services, Wills, Tax Controversy, Estate Planning, Individual Taxation, Business Tax, Legal Advice, Trusts, Corporate Tax, Estate Tax Planning, Legal Research, Powers of Attorney, LLC, Elder Law, Tax Research, Mediation, Legal Writing, Cross-border..., Legal Assistance, Dispute Resolution, High Net Worth..., Business Formation
Education
Brooklyn Law School 1967 — 1971
JD, LAW
LIU Brooklyn 1964 — 1967
BS, ENLISH, ACCOUNTING
ROBERT S. STEINBERG PA June 1977 - Present
Peat Marwick June 1967 - June 1974
Skills
Tax Returns, IRS, Tax, Income Tax, Tax Preparation, Tax Compliance, International Tax, Tax Audits, Partnership Taxation, Tax Advisory, Federal Tax, Tax Law, Tax Services, Wills, Tax Controversy, Estate Planning, Individual Taxation, Business Tax, Legal Advice, Trusts, Corporate Tax, Estate Tax Planning, Legal Research, Powers of Attorney, LLC, Elder Law, Tax Research, Mediation, Legal Writing, Cross-border..., Legal Assistance, Dispute Resolution, High Net Worth..., Business Formation
Education
Brooklyn Law School 1967 — 1971
JD, LAW
LIU Brooklyn 1964 — 1967
BS, ENLISH, ACCOUNTING
Gregory Zoidis Gregory Zoidis's Peat Marwick Experience 1980 - 1983
Job Managing Member at Homedale Financial, LLC
Industry Financial Services
Experience
Homedale Financial, LLC August 2011 - Present
PRN Capital February 2003 - Present
Cargill Financial Services Corporation 1990 - 1998
Lehman Brothers 1983 - 1990
Peat, Marwick 1980 - 1983
Skills
Financial Modeling, Financial Structuring, Investments
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Accounting
Colgate University 1976 — 1980
BA, English
Homedale Financial, LLC August 2011 - Present
PRN Capital February 2003 - Present
Cargill Financial Services Corporation 1990 - 1998
Lehman Brothers 1983 - 1990
Peat, Marwick 1980 - 1983
Skills
Financial Modeling, Financial Structuring, Investments
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Accounting
Colgate University 1976 — 1980
BA, English
Dee Kite Dee Kite's Peat Marwick Experience 1985 - 1987
Job Photographer and Author
Industry Health, Wellness and Fitness
Experience
Devaun Kite, Photography January 2000 - Present
CoachKite June 2005 - March 2015
Dahill 2010 - 2010
University of Houston August 1992 - June 1995
Motorola Mobility 1987 - 1989
Peat Marwick 1985 - 1987
Skills
Public Speaking, Coaching, Entrepreneurship, Personal Development, Non-profits, Small Business, Photography, Writing, Editing, Mentoring, Social Networking, Blogging, Training, Leadership, Online Marketing, Team Building, Strategy, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 1988 — 1992
PhD, Accounting
Florida Atlantic University 1983 — 1985
MBA, Accounting
University of Florida 1977 — 1980
BS, Advertising
Devaun Kite, Photography January 2000 - Present
CoachKite June 2005 - March 2015
Dahill 2010 - 2010
University of Houston August 1992 - June 1995
Motorola Mobility 1987 - 1989
Peat Marwick 1985 - 1987
Skills
Public Speaking, Coaching, Entrepreneurship, Personal Development, Non-profits, Small Business, Photography, Writing, Editing, Mentoring, Social Networking, Blogging, Training, Leadership, Online Marketing, Team Building, Strategy, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 1988 — 1992
PhD, Accounting
Florida Atlantic University 1983 — 1985
MBA, Accounting
University of Florida 1977 — 1980
BS, Advertising
Darrell L. Peterson Darrell L. Peterson's Peat Marwick Experience 1981 - 1983
Job Chief Executive Officer at Synergetics, Inc.
Industry Internet
Experience
Synergetics, Inc. July 2015 - Present
Teton Group Holdings 2007 - January 2015
Aventura Equities July 2007 - March 2014
Chrisry Investment Corporation January 2008 - September 2011
Marbledge/ Coronado Industries 1992 - 1997
Shearson/Amex 1983 - 1983
Peat Marwick 1981 - 1983
Skills
Mergers & Acquisitions, Investments, Business Strategy, Valuation, Investor Relations, Corporate Finance, Start-ups, Negotiation, Executive Management, Business Development, Trading, Strategic Planning, Finance, Mergers, Due Diligence, Private Equity, Investment Banking, Strategy, Venture Capital, Management Consulting, Business Analysis, Strategic Financial..., Business Planning, Corporate Development, Entrepreneurship, Financial Modeling, Portfolio Management, Project Finance, Emerging Markets, Strategic Partnerships, Funding, Financial Analysis, Asset Management, Marketing, Marketing Strategy, Hedge Funds, Banking, Alternative Investments, Financial Markets, Management, Project Management, Asset Managment, Equities, IPO, Leadership, Restructuring, Competitive Analysis, New Business Development, Joint Ventures, Capital Markets
Education
Long Island University, C.W. Post Campus 1979 — 1981
B.S., Accounting
Farmingdale State College 1977 — 1979
A.S., Business
Synergetics, Inc. July 2015 - Present
Teton Group Holdings 2007 - January 2015
Aventura Equities July 2007 - March 2014
Chrisry Investment Corporation January 2008 - September 2011
Marbledge/ Coronado Industries 1992 - 1997
Shearson/Amex 1983 - 1983
Peat Marwick 1981 - 1983
Skills
Mergers & Acquisitions, Investments, Business Strategy, Valuation, Investor Relations, Corporate Finance, Start-ups, Negotiation, Executive Management, Business Development, Trading, Strategic Planning, Finance, Mergers, Due Diligence, Private Equity, Investment Banking, Strategy, Venture Capital, Management Consulting, Business Analysis, Strategic Financial..., Business Planning, Corporate Development, Entrepreneurship, Financial Modeling, Portfolio Management, Project Finance, Emerging Markets, Strategic Partnerships, Funding, Financial Analysis, Asset Management, Marketing, Marketing Strategy, Hedge Funds, Banking, Alternative Investments, Financial Markets, Management, Project Management, Asset Managment, Equities, IPO, Leadership, Restructuring, Competitive Analysis, New Business Development, Joint Ventures, Capital Markets
Education
Long Island University, C.W. Post Campus 1979 — 1981
B.S., Accounting
Farmingdale State College 1977 — 1979
A.S., Business
Ed Duenskie Ed Duenskie's Peat Marwick Experience January 1985 - August 1987
Job Director, Group Life Underwriting
Industry Insurance
Experience
AIG January 2013 - Present
Zurich Financial Services August 2010 - January 2013
CIGNA November 1992 - November 2009
Travelers Insurance March 1990 - November 1992
Equicor August 1987 - March 1990
Peat Marwick January 1985 - August 1987
Skills
Underwriting, Risk Management, Disability Insurance, Employee Benefits, Insurance, Claim, Reinsurance, Account Management, Strategic Planning, Strategy, Life Insurance, Process Improvement, Management, Analysis, Training, Leadership
Education
Wharton School/International Foundation 1987 — 2010
ISCEBS FELLOW, Employee Benefits
Boston University 1997 — 1997
Certification, Project Management
Rider University
Bachelor of Arts, BIOLOGY
AIG January 2013 - Present
Zurich Financial Services August 2010 - January 2013
CIGNA November 1992 - November 2009
Travelers Insurance March 1990 - November 1992
Equicor August 1987 - March 1990
Peat Marwick January 1985 - August 1987
Skills
Underwriting, Risk Management, Disability Insurance, Employee Benefits, Insurance, Claim, Reinsurance, Account Management, Strategic Planning, Strategy, Life Insurance, Process Improvement, Management, Analysis, Training, Leadership
Education
Wharton School/International Foundation 1987 — 2010
ISCEBS FELLOW, Employee Benefits
Boston University 1997 — 1997
Certification, Project Management
Rider University
Bachelor of Arts, BIOLOGY
Sarah Kyrcz Sarah Kyrcz's Peat Marwick Experience January 1984 - January 1987
Job Correspondent at ShoreLine Times
Industry Writing and Editing
Experience
ShoreLine Times September 2013 - Present
SPK Writing/Editing January 2010 - Present
Madison Patch.com December 2010 - September 2012
Madison Public Schools January 2006 - June 2006
Read To Grow January 1998 - January 2005
Page Insurance, Ltd January 1988 - January 1994
Peat Marwick Main & Co January 1987 - January 1988
Peat, Marwick January 1984 - January 1987
USA TODAY January 1983 - January 1984
Skills
Feature Writing, Writing, Editing, Feature Articles, Newsletters, Newspaper, Photography, Public Relations, Publications
Education
American University 1978 — 1981
BA, Print Journalism
American University 1978 — 1981
Bachelor of Arts, Communications
Hopkins School 1972 — 1976
High School Diploma
Georgetown University
School, Language and Linguistics
ShoreLine Times September 2013 - Present
SPK Writing/Editing January 2010 - Present
Madison Patch.com December 2010 - September 2012
Madison Public Schools January 2006 - June 2006
Read To Grow January 1998 - January 2005
Page Insurance, Ltd January 1988 - January 1994
Peat Marwick Main & Co January 1987 - January 1988
Peat, Marwick January 1984 - January 1987
USA TODAY January 1983 - January 1984
Skills
Feature Writing, Writing, Editing, Feature Articles, Newsletters, Newspaper, Photography, Public Relations, Publications
Education
American University 1978 — 1981
BA, Print Journalism
American University 1978 — 1981
Bachelor of Arts, Communications
Hopkins School 1972 — 1976
High School Diploma
Georgetown University
School, Language and Linguistics
Lee Kvalheim's Peat Marwick Experience October 1976 - December 1978
Job Controller at Northwest Bedding Company, Inc.
Industry Furniture
Experience
Northwest Bedding Company, Inc. April 1981 - Present
Coopers & Lybrand May 1979 - April 1981
Peat Marwick October 1976 - December 1978
Skills
Accounting, Sales Tax, Quickbooks, Cost Accounting, Audit, Payroll Taxes, Financial Operations, Accounting Procedures, Use Tax, Cash Management, Financial Analysis, Accruals, Monthly Close, Variances, Depreciation, Network Administration, Computer Hardware, Barcode Scanning, Access applications, Excel applications, Microsoft publisher, Financial Reporting, QuickBooks, Inventory Management, CPA, Forecasting, Account Reconciliation, Accounts Receivable, GAAP, P&L, Internal Controls, Financial Accounting, Managerial Finance, Income Statement, Auditing
Education
Eastern Washington University 1990 — 1995
MBA, Business Administration
Pacific Lutheran University 1974 — 1976
BBA, Business, Accounting
Green River Community College 1972 — 1974
AA, AAPPBA, General, Business Administration
Northwest Bedding Company, Inc. April 1981 - Present
Coopers & Lybrand May 1979 - April 1981
Peat Marwick October 1976 - December 1978
Skills
Accounting, Sales Tax, Quickbooks, Cost Accounting, Audit, Payroll Taxes, Financial Operations, Accounting Procedures, Use Tax, Cash Management, Financial Analysis, Accruals, Monthly Close, Variances, Depreciation, Network Administration, Computer Hardware, Barcode Scanning, Access applications, Excel applications, Microsoft publisher, Financial Reporting, QuickBooks, Inventory Management, CPA, Forecasting, Account Reconciliation, Accounts Receivable, GAAP, P&L, Internal Controls, Financial Accounting, Managerial Finance, Income Statement, Auditing
Education
Eastern Washington University 1990 — 1995
MBA, Business Administration
Pacific Lutheran University 1974 — 1976
BBA, Business, Accounting
Green River Community College 1972 — 1974
AA, AAPPBA, General, Business Administration
Cathy Ackerman Cathy Ackerman's Peat Marwick Experience June 1984 - August 1985
Job Fund Controller
Industry Accounting
Experience
Standish Management, LLC January 2013 - Present
Voyager Capital January 2010 - December 2012
Account Services, Inc. January 2006 - December 2012
Bank of America September 1986 - December 1996
Bank Of Bermuda New York LTD January 1985 - May 1986
Arthur Anderson & Co. August 1985 - December 1985
Peat Marwick June 1984 - August 1985
Skills
Financial Reporting, Accounting, Fund Accounting, Financial Accounting, General Ledger, US GAAP, Fixed Assets, Financial Analysis, Finance, GAAP, Financial Modeling, Financial Statements, Due Diligence, Strategic Planning, Microsoft Office, Time Management, Account Reconciliation
Education
Colorado State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Golden High School 1978 — 1979
High School
Bothell High School 1976 — 1977
High School
Standish Management, LLC January 2013 - Present
Voyager Capital January 2010 - December 2012
Account Services, Inc. January 2006 - December 2012
Bank of America September 1986 - December 1996
Bank Of Bermuda New York LTD January 1985 - May 1986
Arthur Anderson & Co. August 1985 - December 1985
Peat Marwick June 1984 - August 1985
Skills
Financial Reporting, Accounting, Fund Accounting, Financial Accounting, General Ledger, US GAAP, Fixed Assets, Financial Analysis, Finance, GAAP, Financial Modeling, Financial Statements, Due Diligence, Strategic Planning, Microsoft Office, Time Management, Account Reconciliation
Education
Colorado State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Golden High School 1978 — 1979
High School
Bothell High School 1976 — 1977
High School
Bill Alefeld Bill Alefeld's Peat Marwick Experience 1982 - 1983
Job Assistant VP Purchasing at VOXX International Corporation
Industry Consumer Electronics
Experience
VOXX International Corporation December 2013 - Present
VOXX International Corp. September 2003 - December 2013
Esselte January 2000 - August 2003
Preferred Transportation May 1999 - January 2000
Tad Metals Inc. November 1985 - May 1999
Peat Marwick 1982 - 1983
Skills
Inventory Management, Purchasing, Supply Chain Management, Supply Chain, Forecasting, Planning, Vendor Relations, Inventory Control, Supplier Management, Procurement, Cost Reduction, Materials Management, Kaizen
Education
Adelphi University 1978 — 1982
BBA, Accounting
Levittown Memorial HS 1975 — 1978
VOXX International Corporation December 2013 - Present
VOXX International Corp. September 2003 - December 2013
Esselte January 2000 - August 2003
Preferred Transportation May 1999 - January 2000
Tad Metals Inc. November 1985 - May 1999
Peat Marwick 1982 - 1983
Skills
Inventory Management, Purchasing, Supply Chain Management, Supply Chain, Forecasting, Planning, Vendor Relations, Inventory Control, Supplier Management, Procurement, Cost Reduction, Materials Management, Kaizen
Education
Adelphi University 1978 — 1982
BBA, Accounting
Levittown Memorial HS 1975 — 1978
Ed Macek Ed Macek's Peat Marwick Experience 1974 - 1977
Job Senior Financial Executive | Principal at ELM Financial Consulting LLC
Industry Management Consulting
Experience
ELM Financial Consulting LLC April 2014 - Present
DMS Health Technologies Platinum Equity April 2014 - December 2014
Trim Masters Inc. February 2010 - June 2013
BBK March 2007 - October 2008
Drivesol Worldwide, Inc. May 2006 - November 2006
Hella North America May 2001 - October 2005
Technotrim, Inc. - subsidiary of Johnson Controls Automotive 1986 - 2000
Hoover Universal, Inc. - acquired by Johnson Controls in 1985 1980 - 1985
Coopers & Lybrand 1977 - 1979
Peat Marwick 1974 - 1977
Skills
Managerial Finance, Due Diligence, Manufacturing, Automotive, Start-ups, Auditing, Corporate Finance, Management, Strategic Planning, Finance, Divestitures, Treasury, Financial Analysis, Financial Reporting, Forecasting, International Business, Cost Accounting, Accounting, Turn Around Management, Process Improvement, Lean Manufacturing, Restructuring, Strategic Financial..., Leadership, Financial Modeling, Sarbanes-Oxley Act, Analysis, CPA, GAAP, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley
Education
Cleveland State University
BBA, Accounting
ELM Financial Consulting LLC April 2014 - Present
DMS Health Technologies Platinum Equity April 2014 - December 2014
Trim Masters Inc. February 2010 - June 2013
BBK March 2007 - October 2008
Drivesol Worldwide, Inc. May 2006 - November 2006
Hella North America May 2001 - October 2005
Technotrim, Inc. - subsidiary of Johnson Controls Automotive 1986 - 2000
Hoover Universal, Inc. - acquired by Johnson Controls in 1985 1980 - 1985
Coopers & Lybrand 1977 - 1979
Peat Marwick 1974 - 1977
Skills
Managerial Finance, Due Diligence, Manufacturing, Automotive, Start-ups, Auditing, Corporate Finance, Management, Strategic Planning, Finance, Divestitures, Treasury, Financial Analysis, Financial Reporting, Forecasting, International Business, Cost Accounting, Accounting, Turn Around Management, Process Improvement, Lean Manufacturing, Restructuring, Strategic Financial..., Leadership, Financial Modeling, Sarbanes-Oxley Act, Analysis, CPA, GAAP, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley
Education
Cleveland State University
BBA, Accounting
Jon Powers Jon Powers's Peat Marwick Experience March 1984 - September 1985
Job Vice President, Global Content Operations at S&P Capital IQ
Industry Media Production
Experience
S&P Capital IQ (a division of McGraw-Hill Financial) September 2013 - Present
Fordham University 2006 - Present
The McGraw Hill Companies July 2010 - September 2013
United Business Media June 2009 - July 2010
Sixth Gear Inc July 2007 - June 2009
JPMChase January 2003 - June 2007
JPMorganChase January 1996 - December 2002
JP Morgan Chase September 1989 - December 1995
Financial Services June 1980 - September 1989
Peat Marwick March 1984 - September 1985
Skills
Software Development, Strategic Planning, Team Building, Change Management, Integration, ITIL v3 Foundations..., Agile Certified Scrum..., Agile Methodologies, Business Analysis, Management, Strategy, IT Service Management, Telecommunications, Cross-functional Team..., IT Strategy, Vendor Management, SDLC, IT Management, Business Process..., Cloud Computing, Program Management, Business Strategy, Networking, Leadership, Process Improvement, Risk Management, Project Management, Project Portfolio..., Security, PMO, Executive Management, Information Technology, Operations Management, Financial Services, CRM
Education
Fordham University - Graduate School of Business Administration 1980 — 1982
MBA, Management / Marketing
Fordham University 1976 — 1980
BS, Psychology
S&P Capital IQ (a division of McGraw-Hill Financial) September 2013 - Present
Fordham University 2006 - Present
The McGraw Hill Companies July 2010 - September 2013
United Business Media June 2009 - July 2010
Sixth Gear Inc July 2007 - June 2009
JPMChase January 2003 - June 2007
JPMorganChase January 1996 - December 2002
JP Morgan Chase September 1989 - December 1995
Financial Services June 1980 - September 1989
Peat Marwick March 1984 - September 1985
Skills
Software Development, Strategic Planning, Team Building, Change Management, Integration, ITIL v3 Foundations..., Agile Certified Scrum..., Agile Methodologies, Business Analysis, Management, Strategy, IT Service Management, Telecommunications, Cross-functional Team..., IT Strategy, Vendor Management, SDLC, IT Management, Business Process..., Cloud Computing, Program Management, Business Strategy, Networking, Leadership, Process Improvement, Risk Management, Project Management, Project Portfolio..., Security, PMO, Executive Management, Information Technology, Operations Management, Financial Services, CRM
Education
Fordham University - Graduate School of Business Administration 1980 — 1982
MBA, Management / Marketing
Fordham University 1976 — 1980
BS, Psychology
Sherri Atlas Sherri Atlas's Peat Marwick Experience September 1978 - 1980
Job Independent Food & Beverages Professional
Industry Food & Beverages
Experience
Chefgorme's Kitchen January 2012 - Present
Jacobs Engineering 1980 - 1982
Peat Marwick September 1978 - 1980
Skills
Public Speaking, Budgets, Culinary Education, Customer Service, Strategic Planning, Social Media, Chef, Event Management, Event Planning, Food, Leadership, Microsoft Office, Microsoft Excel, Food & Beverage, Team Building, Management, Microsoft Word
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Boston University - School of Management 1976 — 1977
Chefgorme's Kitchen January 2012 - Present
Jacobs Engineering 1980 - 1982
Peat Marwick September 1978 - 1980
Skills
Public Speaking, Budgets, Culinary Education, Customer Service, Strategic Planning, Social Media, Chef, Event Management, Event Planning, Food, Leadership, Microsoft Office, Microsoft Excel, Food & Beverage, Team Building, Management, Microsoft Word
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Boston University - School of Management 1976 — 1977
Mike Thorp Mike Thorp's Peat Marwick Experience June 1982 - August 1983
Job Chief Regulatory Counsel at Southern California Gas Company
Industry Utilities
Experience
Southern California Gas Company February 2015 - Present
SDG&E/SEMPRA ENERGY/SOCALGAS March 1993 - January 2015
Lorenz, Alhadeff, & Oggel Law Firm May 1992 - February 1993
San Diego State University August 1989 - June 1991
Gray, Cary, Ames & Frye Law Firm June 1986 - December 1987
Peat Marwick June 1982 - August 1983
Skills
Registered CPA, Licensed Airplane Pilot..., Graduate of United..., Admitted to practice..., Member of the State Bar...
Education
University of Notre Dame Law School 1984 — 1986
Juris Doctor (J.D.), Law, Magna Cum Laude
Bradley University 1978 — 1982
Bachelor's Degree, Accounting, Beta Alpha Psi Accounting Honor Society
Southern California Gas Company February 2015 - Present
SDG&E/SEMPRA ENERGY/SOCALGAS March 1993 - January 2015
Lorenz, Alhadeff, & Oggel Law Firm May 1992 - February 1993
San Diego State University August 1989 - June 1991
Gray, Cary, Ames & Frye Law Firm June 1986 - December 1987
Peat Marwick June 1982 - August 1983
Skills
Registered CPA, Licensed Airplane Pilot..., Graduate of United..., Admitted to practice..., Member of the State Bar...
Education
University of Notre Dame Law School 1984 — 1986
Juris Doctor (J.D.), Law, Magna Cum Laude
Bradley University 1978 — 1982
Bachelor's Degree, Accounting, Beta Alpha Psi Accounting Honor Society
Raymond Roche Raymond Roche's Peat Marwick Experience 1977 - 1983
Job First Vice President Internal Audit Department at Israel Discount Bank
Industry Banking
Experience
Israel Discount Bank February 2007 - Present
Mosaica Education, Inc. 2005 - 2007
Moody's Corporation 2004 - 2005
Nordea 1996 - 2004
Chase 1987 - 1996
Paine Webber 1986 - 1987
Touche Ross 1984 - 1986
Peat Marwick 1977 - 1983
JCPenney 1975 - 1977
Skills
Banking, Enterprise Risk..., Regulatory Risk..., Anti Money Laundering, Market Risk Management, Liquidity Risk..., Credit Risk Management, Operational Risk..., Strategic Risk..., Reputational Risk..., Settlement Risk..., Financial Risk..., Internal Audit, Internal Controls, Credit Analysis, Loans, Corporate Finance, Capital Markets, Private Banking, Investment Banking, Commercial Lending, Asset and Liability..., Treasury Investment..., Other Than Temporary..., Treasury Foreign..., Structured Products, Derivatives, Financial Analysis, Finance, Cash Management, Strategic Financial..., Trade Finance, Custody Management, Retail Banking, Asset Managment, Regulatory Compliance, Financial Reporting, Call Report Review, Sarbanes-Oxley Act, Bank Secrecy Act, OFAC, Basel II and Basel III, Dodd Frank Requirements, Financial Services, Liquidity Coverage Ratio, Funding Analyses, Internal Capital..., Pledged Loans Capital..., Fraud Examination, Computer Audit
Education
City University of New York-Brooklyn College 1972 — 1975
Bachelor's Degree, Accounting
Israel Discount Bank February 2007 - Present
Mosaica Education, Inc. 2005 - 2007
Moody's Corporation 2004 - 2005
Nordea 1996 - 2004
Chase 1987 - 1996
Paine Webber 1986 - 1987
Touche Ross 1984 - 1986
Peat Marwick 1977 - 1983
JCPenney 1975 - 1977
Skills
Banking, Enterprise Risk..., Regulatory Risk..., Anti Money Laundering, Market Risk Management, Liquidity Risk..., Credit Risk Management, Operational Risk..., Strategic Risk..., Reputational Risk..., Settlement Risk..., Financial Risk..., Internal Audit, Internal Controls, Credit Analysis, Loans, Corporate Finance, Capital Markets, Private Banking, Investment Banking, Commercial Lending, Asset and Liability..., Treasury Investment..., Other Than Temporary..., Treasury Foreign..., Structured Products, Derivatives, Financial Analysis, Finance, Cash Management, Strategic Financial..., Trade Finance, Custody Management, Retail Banking, Asset Managment, Regulatory Compliance, Financial Reporting, Call Report Review, Sarbanes-Oxley Act, Bank Secrecy Act, OFAC, Basel II and Basel III, Dodd Frank Requirements, Financial Services, Liquidity Coverage Ratio, Funding Analyses, Internal Capital..., Pledged Loans Capital..., Fraud Examination, Computer Audit
Education
City University of New York-Brooklyn College 1972 — 1975
Bachelor's Degree, Accounting
Chuck Raines Chuck Raines's Peat Marwick Experience December 1972 - May 1975
Job Accounting, IT and Systems implementation
Industry Consumer Goods
Experience
Independent Consultant July 2013 - Present
Husqvarna 1975 - Present
Peat Marwick December 1972 - May 1975
Skills
Accounting, Financial Reporting, Forecasting, Internal Controls, Sarbanes-Oxley Act, JD Edwards, Cost Accounting, US GAAP, Financial Analysis, Consolidation, Hyperion Enterprise, IFRS, Variance Analysis, General Ledger, Financial Audits
Education
Governors State University 1977 — 1979
Master Courses, Business Administration, Management and Operations
Saint Joseph's College Reneselear,Ind 1969 — 1973
Bachelor of Science (B.A.Sc.), Accounting
Independent Consultant July 2013 - Present
Husqvarna 1975 - Present
Peat Marwick December 1972 - May 1975
Skills
Accounting, Financial Reporting, Forecasting, Internal Controls, Sarbanes-Oxley Act, JD Edwards, Cost Accounting, US GAAP, Financial Analysis, Consolidation, Hyperion Enterprise, IFRS, Variance Analysis, General Ledger, Financial Audits
Education
Governors State University 1977 — 1979
Master Courses, Business Administration, Management and Operations
Saint Joseph's College Reneselear,Ind 1969 — 1973
Bachelor of Science (B.A.Sc.), Accounting
Steven Fiddler's Peat Marwick Experience May 1979 - July 1981
Job Chief Financial Officer at Utilicom Supply Associates
Industry Telecommunications
Experience
Software Technology Incorporated May 2008 - March 2015
eMag Solutions, LLC June 1999 - May 2008
Anacomp, Inc. April 1987 - June 1999
RCA Records July 1981 - April 1987
Peat Marwick May 1979 - July 1981
Skills
Accounting, Strategic Planning, Management, Leadership, Strategy, Business Development, Executive Management, Process Improvement, Business Planning, Venture Capital, Due Diligence, Financial Analysis, Start-ups, Financial Reporting, Mergers & Acquisitions, ERP, Business Strategy, Organization Skills, Internal Audit, Cash Management, Risk Management, Business Analysis, Internal Controls, Annual Reports, Risk Assessment, Consulting, Auditing, Operational Planning, Diversified Financial..., Debt Restructuring, Debt Management, International Business, Financial Accounting, Accounting Applications, Finance, Corporate Finance, Annual Budgets, Annual Planning, Year-end Close, General Ledger, Cash Flow, Cash Flow Forecasting, Strategic Partnerships, Cost Control, Cost Management
Education
Ball State University 1975 — 1979
Bachelor's Degree, Accounting, 3.70 GPA, Graduated Magna Cum Laude
Software Technology Incorporated May 2008 - March 2015
eMag Solutions, LLC June 1999 - May 2008
Anacomp, Inc. April 1987 - June 1999
RCA Records July 1981 - April 1987
Peat Marwick May 1979 - July 1981
Skills
Accounting, Strategic Planning, Management, Leadership, Strategy, Business Development, Executive Management, Process Improvement, Business Planning, Venture Capital, Due Diligence, Financial Analysis, Start-ups, Financial Reporting, Mergers & Acquisitions, ERP, Business Strategy, Organization Skills, Internal Audit, Cash Management, Risk Management, Business Analysis, Internal Controls, Annual Reports, Risk Assessment, Consulting, Auditing, Operational Planning, Diversified Financial..., Debt Restructuring, Debt Management, International Business, Financial Accounting, Accounting Applications, Finance, Corporate Finance, Annual Budgets, Annual Planning, Year-end Close, General Ledger, Cash Flow, Cash Flow Forecasting, Strategic Partnerships, Cost Control, Cost Management
Education
Ball State University 1975 — 1979
Bachelor's Degree, Accounting, 3.70 GPA, Graduated Magna Cum Laude
Stanley Czerwien Stanley Czerwien's Peat Marwick Experience June 1985 - July 1987
Job CFO at Abbey Provident Venture
Industry Real Estate
Experience
American Chartered Bank January 2010 - Present
Abbey Provident Venture November 2007 - Present
Higgins Development Partners 2004 - 2007
Anvan Company 2003 - 2004
JMB Realty Corporation 1987 - 2003
Peat Marwick June 1985 - July 1987
Alberto Culver Company 1980 - 1983
Skills
Real Estate Private..., Real Estate, Real Estate Economics, Investments, Underwriting, Asset Management, Commercial Real Estate, Loans, Finance, Commercial Lending, Financial Reporting, Accounting, Credit, Property Management, REO, Debt Restructuring, Due Diligence, Disposition, Budgets, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Cash Management, Auditing, Cash Flow, Credit Analysis, Banking, Real Estate Financing, Financial Analysis, Corporate Finance, Loan Origination, Valuation, Mortgage Lending, Financial Structuring, Restructuring, Executive Management, Acquisitions, Commercial Banking, Commercial Mortgages, Construction Loans, Credit Risk, Small Business Lending, GAAP, Financial Statements, Internal Controls, Consumer Lending, Funding, Financial Risk, Private Equity, Dispositions
Education
DePaul University 1983 — 1985
BS, Accountancy
Riverside-Brookfield High School 1976 — 1980
American Chartered Bank January 2010 - Present
Abbey Provident Venture November 2007 - Present
Higgins Development Partners 2004 - 2007
Anvan Company 2003 - 2004
JMB Realty Corporation 1987 - 2003
Peat Marwick June 1985 - July 1987
Alberto Culver Company 1980 - 1983
Skills
Real Estate Private..., Real Estate, Real Estate Economics, Investments, Underwriting, Asset Management, Commercial Real Estate, Loans, Finance, Commercial Lending, Financial Reporting, Accounting, Credit, Property Management, REO, Debt Restructuring, Due Diligence, Disposition, Budgets, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Cash Management, Auditing, Cash Flow, Credit Analysis, Banking, Real Estate Financing, Financial Analysis, Corporate Finance, Loan Origination, Valuation, Mortgage Lending, Financial Structuring, Restructuring, Executive Management, Acquisitions, Commercial Banking, Commercial Mortgages, Construction Loans, Credit Risk, Small Business Lending, GAAP, Financial Statements, Internal Controls, Consumer Lending, Funding, Financial Risk, Private Equity, Dispositions
Education
DePaul University 1983 — 1985
BS, Accountancy
Riverside-Brookfield High School 1976 — 1980
Robin Perlmutter, LMSW's Peat Marwick Experience March 1986 - January 1988
Job Helping people transform their lives through counseling and coaching.
Industry Hospital & Health Care
Experience
Support Connection, Inc. March 2006 - Present
Don King Productions, Inc. May 1990 - June 1994
Viacom January 1988 - May 1990
Peat Marwick March 1986 - January 1988
Berenson Berenson Adler & Co. December 1984 - March 1986
Skills
Psychotherapy, Program Management, Crisis Intervention, Mental Health, Family Therapy, Case Management, Social Services, Program Development, Community Outreach, Treatment, Counseling Psychology, Public Speaking, Nonprofits, Accounting, Financial Reporting, Facilitation of Groups, social work, journaling workshop, education and wellness, psychosocial assessments, oncology social work, teleconferences, financial analysis, health and wellness, Mindfulness Based..., Coaching, Wellness Coaching, Grief Counseling, Clinical Research, Self-esteem, Chemical Dependency, Adolescents, Life Transitions, Case Managment, Fundraising, Mindfulness, Stress Management, Editing, Wellness
Education
Fordham University 1998 — 2001
Masters, Social Work
State University of New York at Albany
BS, Accounting
Support Connection, Inc. March 2006 - Present
Don King Productions, Inc. May 1990 - June 1994
Viacom January 1988 - May 1990
Peat Marwick March 1986 - January 1988
Berenson Berenson Adler & Co. December 1984 - March 1986
Skills
Psychotherapy, Program Management, Crisis Intervention, Mental Health, Family Therapy, Case Management, Social Services, Program Development, Community Outreach, Treatment, Counseling Psychology, Public Speaking, Nonprofits, Accounting, Financial Reporting, Facilitation of Groups, social work, journaling workshop, education and wellness, psychosocial assessments, oncology social work, teleconferences, financial analysis, health and wellness, Mindfulness Based..., Coaching, Wellness Coaching, Grief Counseling, Clinical Research, Self-esteem, Chemical Dependency, Adolescents, Life Transitions, Case Managment, Fundraising, Mindfulness, Stress Management, Editing, Wellness
Education
Fordham University 1998 — 2001
Masters, Social Work
State University of New York at Albany
BS, Accounting
Douglas Reichert Douglas Reichert's Peat Marwick Experience January 1986 - May 1987
Job Sr. Manager, IT Governance & Compliance at Academy Sports + Outdoors
Industry Retail
Experience
Academy Sports + Outdoors October 2012 - Present
Academy Sports + Outdoors July 2004 - October 2012
Petroleum Geo Services May 1999 - May 2003
Weatherford International April 1998 - May 1999
Torch Energy Advisors Inc. October 1989 - March 1998
Torch Energy Advisors Inc. May 1987 - October 1989
Peat Marwick January 1986 - May 1987
Skills
SDLC, Testing, PeopleSoft, Business Analysis, Requirements Analysis, Process Improvement, Business Process, Disaster Recovery, Databases, Project Management, Program Management, Team Leadership, Training, Vendor Management, Management, Cross-functional Team..., Integration, Change Management, Business Intelligence, ERP, Data Center, Leadership, Information Technology, IT Strategy, Enterprise Software, Analysis, Personnel Management, Planning Budgeting &..., Visio, Governance, Business Process..., Outsourcing, Requirements Gathering, Software Documentation
Education
Brigham Young University 1983 — 1985
B.S.
Chabot College 1979 — 1981
A.A.
Academy Sports + Outdoors October 2012 - Present
Academy Sports + Outdoors July 2004 - October 2012
Petroleum Geo Services May 1999 - May 2003
Weatherford International April 1998 - May 1999
Torch Energy Advisors Inc. October 1989 - March 1998
Torch Energy Advisors Inc. May 1987 - October 1989
Peat Marwick January 1986 - May 1987
Skills
SDLC, Testing, PeopleSoft, Business Analysis, Requirements Analysis, Process Improvement, Business Process, Disaster Recovery, Databases, Project Management, Program Management, Team Leadership, Training, Vendor Management, Management, Cross-functional Team..., Integration, Change Management, Business Intelligence, ERP, Data Center, Leadership, Information Technology, IT Strategy, Enterprise Software, Analysis, Personnel Management, Planning Budgeting &..., Visio, Governance, Business Process..., Outsourcing, Requirements Gathering, Software Documentation
Education
Brigham Young University 1983 — 1985
B.S.
Chabot College 1979 — 1981
A.A.
Christopher Linscott, CPA, CFE, CIRA Christopher Linscott, CPA, CFE, CIRA's Peat Marwick Experience 1981 - 1989
Job Consulting Director, Keegan, Linscott & Kenon, PC
Industry Accounting
Experience
Keegan, Linscott & Kenon, PC January 1994 - Present
Coopers & Lybrand 1990 - 1993
Tombstone & Southern Railroad, Inc. 1989 - 1990
Peat Marwick 1981 - 1989
Skills
Fraud, Auditing, Commercial Litigation, Litigation Support, Forensic Accounting, QuickBooks, Financial Reporting, Financial Analysis, Accounting, Bankruptcy, Litigation, Finance, Tax, Mergers & Acquisitions, Restructuring, Corporate Tax
Education
New York University
Master's Degree, Accounting
Amherst College
Bachelor's Degree, Psychology
Keegan, Linscott & Kenon, PC January 1994 - Present
Coopers & Lybrand 1990 - 1993
Tombstone & Southern Railroad, Inc. 1989 - 1990
Peat Marwick 1981 - 1989
Skills
Fraud, Auditing, Commercial Litigation, Litigation Support, Forensic Accounting, QuickBooks, Financial Reporting, Financial Analysis, Accounting, Bankruptcy, Litigation, Finance, Tax, Mergers & Acquisitions, Restructuring, Corporate Tax
Education
New York University
Master's Degree, Accounting
Amherst College
Bachelor's Degree, Psychology
Sue Mays, CPA's Peat Marwick Experience 1974 - 1976
Job Certified QuickBooks ProAdvisor Dallas TX
Industry Accounting
Experience
Sue Mays CPA P.C. 2006 - Present
Earthrythm, Inc. 2000 - 2005
AMRESCO Commercial Finance, LLC 1991 - 1999
American Savings Bank 1989 - 1990
Private Family - Dallas Investor 1977 - 1987
Peat Marwick 1974 - 1976
Skills
QuickBooks, Accounting, Bookkeeping, CPA, Accountants, Small Business, General Ledger, Financial Reporting, Payroll Taxes
Education
Baylor University - Hankamer School of Business 1970 — 1974
BBA, Accounting
Sue Mays CPA P.C. 2006 - Present
Earthrythm, Inc. 2000 - 2005
AMRESCO Commercial Finance, LLC 1991 - 1999
American Savings Bank 1989 - 1990
Private Family - Dallas Investor 1977 - 1987
Peat Marwick 1974 - 1976
Skills
QuickBooks, Accounting, Bookkeeping, CPA, Accountants, Small Business, General Ledger, Financial Reporting, Payroll Taxes
Education
Baylor University - Hankamer School of Business 1970 — 1974
BBA, Accounting
Ken Paulk, CPA Ken Paulk, CPA's Peat Marwick Experience June 1979 - June 1986
Job Ken Paulk CPA CFE
Industry Accounting
Experience
Maige, Paulk & Associates, P.A January 2012 - November 2014
Meeks, Ross, Selander & Associates, CPAs, LLC January 1991 - December 2010
Peat Marwick June 1979 - June 1986
Skills
Expert Witness, Certified Fraud Examiner, Certified Public..., Forensic Accounting, Business Valuation, IRS, S Corporations, Auditing, Partnership Taxation, Accountants, Tax, GAAP, Estate Tax Planning, Assurance, LLC, Tax Returns, Tax Preparation, Payroll Taxes, Sales Tax, Tax Research, Tax Advisory, Tax Accounting, Litigation Support, Mergers & Acquisitions, CPA, Tax Law, Financial Analysis, Bankruptcy
Education
University of North Florida - College of Business Administration 1978 — 1979
Bachelor of Science, Accounting
Florida State University
Associate of Arts
Maige, Paulk & Associates, P.A January 2012 - November 2014
Meeks, Ross, Selander & Associates, CPAs, LLC January 1991 - December 2010
Peat Marwick June 1979 - June 1986
Skills
Expert Witness, Certified Fraud Examiner, Certified Public..., Forensic Accounting, Business Valuation, IRS, S Corporations, Auditing, Partnership Taxation, Accountants, Tax, GAAP, Estate Tax Planning, Assurance, LLC, Tax Returns, Tax Preparation, Payroll Taxes, Sales Tax, Tax Research, Tax Advisory, Tax Accounting, Litigation Support, Mergers & Acquisitions, CPA, Tax Law, Financial Analysis, Bankruptcy
Education
University of North Florida - College of Business Administration 1978 — 1979
Bachelor of Science, Accounting
Florida State University
Associate of Arts
Bruce MacInnis Bruce MacInnis's Peat Marwick Experience July 1982 - April 1987
Job Chartered Accountant
Industry Accounting
Experience
Bruce MacInnis, Chartered Accountant Senior ManagerJain & Company Chartered AccountantsJanuary 2001 - April 2015
Knowledge Navigators Canada Incorporated January 1998 - December 2001
Sparkling Spring Water Inc. January 1996 - January 1998
Peat Marwick July 1982 - April 1987
Skills
Corporate Tax, Accounting, Financial Analysis, Business Strategy, Business Transformation, Income Tax, Tax, Strategic Planning, GAAP, External Audit, Financial Accounting, Tax Returns, Assurance, Partnership Taxation, IFRS, Financial Reporting, Internal Controls, Tax Accounting
Education
Dalhousie University 1978 — 1982
B.Comm, Hon, Accounting, Finance
Dartmouth High School
Bruce MacInnis, Chartered Accountant Senior ManagerJain & Company Chartered AccountantsJanuary 2001 - April 2015
Knowledge Navigators Canada Incorporated January 1998 - December 2001
Sparkling Spring Water Inc. January 1996 - January 1998
Peat Marwick July 1982 - April 1987
Skills
Corporate Tax, Accounting, Financial Analysis, Business Strategy, Business Transformation, Income Tax, Tax, Strategic Planning, GAAP, External Audit, Financial Accounting, Tax Returns, Assurance, Partnership Taxation, IFRS, Financial Reporting, Internal Controls, Tax Accounting
Education
Dalhousie University 1978 — 1982
B.Comm, Hon, Accounting, Finance
Dartmouth High School
John Smalley John Smalley's Peat Marwick Experience January 1982 - November 1985
Job Retired
Industry Investment Management
Experience
Stax Inc. September 2012 - February 2014
AllianceBernstein April 1994 - February 2012
Coopers & Lybrand November 1985 - April 1994
Peat Marwick January 1982 - November 1985
Skills
Investments, Marketing Communications, Marketing, Thought Leadership, Mutual Funds, Equities, Management, Confidentiality, Mentoring Of Staff, Writing, Online Communications, Publication Development, Editing, Newsletters, Blogging, Editorial, Marketing Strategy, Internal Communications, Corporate Communications, Digital Marketing, Strategic Communications, Fixed Income, New Business Development, Asset Management, Strategy, Budgets, Investor Relations, Leadership
Education
Fordham University
BA, Writing/Journalism and Music, 3.8
Stax Inc. September 2012 - February 2014
AllianceBernstein April 1994 - February 2012
Coopers & Lybrand November 1985 - April 1994
Peat Marwick January 1982 - November 1985
Skills
Investments, Marketing Communications, Marketing, Thought Leadership, Mutual Funds, Equities, Management, Confidentiality, Mentoring Of Staff, Writing, Online Communications, Publication Development, Editing, Newsletters, Blogging, Editorial, Marketing Strategy, Internal Communications, Corporate Communications, Digital Marketing, Strategic Communications, Fixed Income, New Business Development, Asset Management, Strategy, Budgets, Investor Relations, Leadership
Education
Fordham University
BA, Writing/Journalism and Music, 3.8
Keith Stone's Peat Marwick Experience 1983 - 1986
Job President/Stone Financial Services, LLC
Industry Financial Services
Experience
Gibson May 2000 - July 2015
Trans Tech Electric, Inc. January 1998 - May 2000
PSI Energy, Inc. September 1986 - February 1998
Peat Marwick 1983 - 1986
Skills
Finance, Operations, Strategic Planning, Retirement Planning, Risk Management, Benefits, Telecommunications..., Analysis, Insurance, Human Resources, Auditing, Employee Benefits, Forecasting, Telecommunications, Strategy, Mergers, Customer Service, Business Development, Executive Management, Underwriting, Team Building, Mergers & Acquisitions, Leadership
Education
Ball State University - College of Business 1979 — 1983
Bachelor's degree, Accounting
Gibson May 2000 - July 2015
Trans Tech Electric, Inc. January 1998 - May 2000
PSI Energy, Inc. September 1986 - February 1998
Peat Marwick 1983 - 1986
Skills
Finance, Operations, Strategic Planning, Retirement Planning, Risk Management, Benefits, Telecommunications..., Analysis, Insurance, Human Resources, Auditing, Employee Benefits, Forecasting, Telecommunications, Strategy, Mergers, Customer Service, Business Development, Executive Management, Underwriting, Team Building, Mergers & Acquisitions, Leadership
Education
Ball State University - College of Business 1979 — 1983
Bachelor's degree, Accounting
Marc Stern Marc Stern's Peat Marwick Experience 1980 - 1986
Job MBA,CPA,CA,CIM,DMS,FCSI,Pl.F
Industry Financial Services
Experience
Marc Stern Consulting July 2015 - Present
Industrial Alliance January 2010 - July 2015
PWL Capital Inc 2008 - 2010
Investpro Securities Inc. 2006 - 2008
Desjardins Securities 2003 - 2006
Dundee Securities ltd. 1999 - 2003
National Bank Financial 1992 - 1999
Claridge Properties & Company Limited 1986 - 1991
Peat Marwick 1980 - 1986
Skills
MBA, CA, CIM, DMS,..., Derivatives, Wealth Management, Investments, Mutual Funds, Securities, Strategic Financial..., Equities, Portfolio Management, Asset Management, Capital Markets, Retirement Planning, Investment Advisory, Financial Analysis, Investment Strategies, Financial Modeling, Alternative Investments, Hedge Funds, Investment Banking, Options Strategies, Financial Services, Financial Markets, Personal Finance, Investment Management, Asset Allocation, Bloomberg, Bonds, Options, Fixed Income, ETFs, Equity Research, Financial Advisory, Trading, Due Diligence, Wealth, Private Equity, Structured Products, Equity Valuation, Valuation, Equity Trading, Hedging, Equity Derivatives
Education
McGill University
Diploma in Public Accounting
Pace University - Lubin School of Business
Pace University, MBA Finance
University of Cincinnati BA, Pace University MBA McGill University
University of Cincinnati, BA
École de technologie supérieure
Marc Stern Consulting July 2015 - Present
Industrial Alliance January 2010 - July 2015
PWL Capital Inc 2008 - 2010
Investpro Securities Inc. 2006 - 2008
Desjardins Securities 2003 - 2006
Dundee Securities ltd. 1999 - 2003
National Bank Financial 1992 - 1999
Claridge Properties & Company Limited 1986 - 1991
Peat Marwick 1980 - 1986
Skills
MBA, CA, CIM, DMS,..., Derivatives, Wealth Management, Investments, Mutual Funds, Securities, Strategic Financial..., Equities, Portfolio Management, Asset Management, Capital Markets, Retirement Planning, Investment Advisory, Financial Analysis, Investment Strategies, Financial Modeling, Alternative Investments, Hedge Funds, Investment Banking, Options Strategies, Financial Services, Financial Markets, Personal Finance, Investment Management, Asset Allocation, Bloomberg, Bonds, Options, Fixed Income, ETFs, Equity Research, Financial Advisory, Trading, Due Diligence, Wealth, Private Equity, Structured Products, Equity Valuation, Valuation, Equity Trading, Hedging, Equity Derivatives
Education
McGill University
Diploma in Public Accounting
Pace University - Lubin School of Business
Pace University, MBA Finance
University of Cincinnati BA, Pace University MBA McGill University
University of Cincinnati, BA
École de technologie supérieure
Stephen Del Signore Stephen Del Signore's Peat Marwick Experience 1986 - 1987
Job Project Manager at United Natural Foods
Industry Pharmaceuticals
Experience
United Natural Foods September 2013 - Present
CVS Caremark Corporation (CVS Health) 2007 - 2013
CSC 2005 - 2007
Textron 1987 - 2004
Peat Marwick 1986 - 1987
Alliance Finance Corporation 1985 - 1985
Skills
Pharmaceutical Industry, SDLC, Cross-functional Team..., Project Management, PMP, Process Improvement, Project Portfolio..., Business Analysis, Vendor Management, Software Project..., PMO, Quality Assurance, Visio, MS Project
Education
Bryant University
Master of Business Administration (MBA), Computer Information Systems
Providence College 1981 — 1985
B.A. Mathematics, Computer Science
United Natural Foods September 2013 - Present
CVS Caremark Corporation (CVS Health) 2007 - 2013
CSC 2005 - 2007
Textron 1987 - 2004
Peat Marwick 1986 - 1987
Alliance Finance Corporation 1985 - 1985
Skills
Pharmaceutical Industry, SDLC, Cross-functional Team..., Project Management, PMP, Process Improvement, Project Portfolio..., Business Analysis, Vendor Management, Software Project..., PMO, Quality Assurance, Visio, MS Project
Education
Bryant University
Master of Business Administration (MBA), Computer Information Systems
Providence College 1981 — 1985
B.A. Mathematics, Computer Science
Jim Bodtke Jim Bodtke's Peat Marwick Experience January 1977 - January 1980
Job Lecturer at University of Illinois at UrbanaChampaign
Industry Accounting
Experience
University of Illinois at Urbana-Champaign October 2013 - Present
Post Graduate Fellow - Wharton CEBS Program 2005 - December 2012
Bodtke & Stewart, CPA's 1981 - Present
St. Cloud State University June 2009 - August 2014
Bradley University 2006 - May 2014
University of Illinois Tax School 2007 - 2013
Peat, Marwick January 1977 - January 1980
Skills
Auditing, Accounting, Strategic Financial..., Financial Planners, Consulting, Valuation, Litigation, Tax, Forensic Accounting, CPA, Business Valuation, Business, Litigation Support, Financial Reporting, Financial Analysis, Financial Accounting
Education
Peoria Notre Dame High School
Peoria Notre Dame High School
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
MS, Accountancy - Taxation
Arizona State University, W. P. Carey School of Business 1974 — 1976
BS, Accounting / Computer Info Systems
Illinois Central College 1972 — 1974
AAS, Business
American Society of Appraisers Uniform Standards of Appraisal 2001 — 2004
Post-Graduate studies, Business Valuation
University of Illinois at Urbana-Champaign October 2013 - Present
Post Graduate Fellow - Wharton CEBS Program 2005 - December 2012
Bodtke & Stewart, CPA's 1981 - Present
St. Cloud State University June 2009 - August 2014
Bradley University 2006 - May 2014
University of Illinois Tax School 2007 - 2013
Peat, Marwick January 1977 - January 1980
Skills
Auditing, Accounting, Strategic Financial..., Financial Planners, Consulting, Valuation, Litigation, Tax, Forensic Accounting, CPA, Business Valuation, Business, Litigation Support, Financial Reporting, Financial Analysis, Financial Accounting
Education
Peoria Notre Dame High School
Peoria Notre Dame High School
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
MS, Accountancy - Taxation
Arizona State University, W. P. Carey School of Business 1974 — 1976
BS, Accounting / Computer Info Systems
Illinois Central College 1972 — 1974
AAS, Business
American Society of Appraisers Uniform Standards of Appraisal 2001 — 2004
Post-Graduate studies, Business Valuation
Doug Blankenship's Peat Marwick Experience 1983 - 1988
Job Director, Finance Global Quality & Compliance and Technical Regulatory at Genentech / Roche
Industry Biotechnology
Experience
Genentech (A Member of the Roche Group) 2008 - Present
Amgen Technology Ireland 2006 - 2008
Abgenix, Inc. 2005 - 2006
Virage Logic Corporation 2000 - 2005
eHealthInsurance 1999 - 2000
Onyx Pharmaceuticals 1995 - 1999
Eli Lilly 1990 - 1995
Peat Marwick 1983 - 1988
Skills
Strategy, Finance, Pharmaceutical Industry, Cross-functional Team..., Forecasting, Financial Analysis, Financial Reporting, Mergers, Process Improvement, Strategic Planning, Financial Modeling, Biotechnology, Management, Start-ups
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Operations Management
California Polytechnic State University-San Luis Obispo
B.S. Business Administration, Bus. Admin., Accounting Concentration
Genentech (A Member of the Roche Group) 2008 - Present
Amgen Technology Ireland 2006 - 2008
Abgenix, Inc. 2005 - 2006
Virage Logic Corporation 2000 - 2005
eHealthInsurance 1999 - 2000
Onyx Pharmaceuticals 1995 - 1999
Eli Lilly 1990 - 1995
Peat Marwick 1983 - 1988
Skills
Strategy, Finance, Pharmaceutical Industry, Cross-functional Team..., Forecasting, Financial Analysis, Financial Reporting, Mergers, Process Improvement, Strategic Planning, Financial Modeling, Biotechnology, Management, Start-ups
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance and Operations Management
California Polytechnic State University-San Luis Obispo
B.S. Business Administration, Bus. Admin., Accounting Concentration
Christopher Lam's Peat Marwick Experience 1995 - 1998
Job Management Consultant
Industry Management Consulting
Experience
NetSuite 2015 - Present
Symantec 2012 - 2015
Altamont Advisory Partners 2010 - 2012
Ernst & Young 2008 - 2010
BearingPoint 2002 - 2008
KPMG Consulting 2000 - 2002
KPMG 1998 - 2000
Peat Marwick 1995 - 1998
Skills
Management Consulting, Professional Services, Big 4, Performance Improvement, Software Implementation, CRM software, Business Process..., Business Process..., CRM, IT Strategy, Business Transformation, Management, SaaS, Consulting, Leadership, Program Management, Business Process, Integration, Change Management, Mergers & Acquisitions, Business Strategy, Strategy, Cross-functional Team..., Recruiting, Cloud Computing, Business Development, Business Analysis, Business Intelligence, Product Management, Analytics, Executive Management, Salesforce.com, Team Management, Outsourcing
Education
Golden Gate University
Master of Science, Information Systems
University of California, Santa Barbara
Bachelor of Science, Computer Science
NetSuite 2015 - Present
Symantec 2012 - 2015
Altamont Advisory Partners 2010 - 2012
Ernst & Young 2008 - 2010
BearingPoint 2002 - 2008
KPMG Consulting 2000 - 2002
KPMG 1998 - 2000
Peat Marwick 1995 - 1998
Skills
Management Consulting, Professional Services, Big 4, Performance Improvement, Software Implementation, CRM software, Business Process..., Business Process..., CRM, IT Strategy, Business Transformation, Management, SaaS, Consulting, Leadership, Program Management, Business Process, Integration, Change Management, Mergers & Acquisitions, Business Strategy, Strategy, Cross-functional Team..., Recruiting, Cloud Computing, Business Development, Business Analysis, Business Intelligence, Product Management, Analytics, Executive Management, Salesforce.com, Team Management, Outsourcing
Education
Golden Gate University
Master of Science, Information Systems
University of California, Santa Barbara
Bachelor of Science, Computer Science
Craig Parrino, CPA's Peat Marwick Experience 1988 - 1990
Job
Industry Accounting
Experience
Abregov Parrino, LLP January 2010 - Present
Aspen Advisory Group, Inc. June 1993 - May 2011
Abregov Steinhaus Parrino, CPA's 1997 - 2000
Steinhaus & Parrino, CPA's 1993 - 1997
BDO Seidman, LLP 1990 - 1993
Peat Marwick 1988 - 1990
Skills
Accounting, Tax, Management Consulting, Business Strategy, Small Business, Strategic Planning, Excel, Microsoft Office, Negotiation, Problem Solving, Budgeting, Word, Start-ups
Education
California State University-Long Beach 1986 — 1988
California State University-Long Beach - College of Business Administration 1985 — 1988
Business
Abregov Parrino, LLP January 2010 - Present
Aspen Advisory Group, Inc. June 1993 - May 2011
Abregov Steinhaus Parrino, CPA's 1997 - 2000
Steinhaus & Parrino, CPA's 1993 - 1997
BDO Seidman, LLP 1990 - 1993
Peat Marwick 1988 - 1990
Skills
Accounting, Tax, Management Consulting, Business Strategy, Small Business, Strategic Planning, Excel, Microsoft Office, Negotiation, Problem Solving, Budgeting, Word, Start-ups
Education
California State University-Long Beach 1986 — 1988
California State University-Long Beach - College of Business Administration 1985 — 1988
Business
David Eisenberg's Peat Marwick Experience 1977 - 1979
Job North America, Director of Client Consulting at Mercer
Industry Investment Management
Experience
Mercer January 2015 - Present
Mercer Investments 2004 - Present
Mercer Global Investments 2004 - 2006
Brockhouse Cooper International 2002 - 2004
John Hancock Advisers 1997 - 2001
NEPC 1993 - 1997
Atlantic Investment Advisors 1991 - 1993
Trinity Investment Management 1984 - 1990
Cambridge Associates 1981 - 1984
Peat Marwick 1977 - 1979
Skills
Investments, Portfolio Management, Asset Allocation, Investment Management, Equities, Investment Strategies, Mutual Funds, Due Diligence, Investment Advisory, Wealth Management, Risk Management, Financial Services, Pensions, Fund Of Funds, Institutional..., Program Management, Management, Quantitative Analytics, Leadership, Alternative Investments, Hedge Funds, Asset Management, Fixed Income
Education
Harvard Business School 1979 — 1981
MBA
Beloit College 1973 — 1977
BA, Economics
Mercer January 2015 - Present
Mercer Investments 2004 - Present
Mercer Global Investments 2004 - 2006
Brockhouse Cooper International 2002 - 2004
John Hancock Advisers 1997 - 2001
NEPC 1993 - 1997
Atlantic Investment Advisors 1991 - 1993
Trinity Investment Management 1984 - 1990
Cambridge Associates 1981 - 1984
Peat Marwick 1977 - 1979
Skills
Investments, Portfolio Management, Asset Allocation, Investment Management, Equities, Investment Strategies, Mutual Funds, Due Diligence, Investment Advisory, Wealth Management, Risk Management, Financial Services, Pensions, Fund Of Funds, Institutional..., Program Management, Management, Quantitative Analytics, Leadership, Alternative Investments, Hedge Funds, Asset Management, Fixed Income
Education
Harvard Business School 1979 — 1981
MBA
Beloit College 1973 — 1977
BA, Economics
Brian Skelton, CPA, MBA SAP FICO's Peat Marwick Experience July 1986 - July 1988
Job SAP Consultant, Expert in ECC 6.0 New GL, FICO, ECCS, BCS, PCA
Industry Accounting
Experience
Platinum Enterprise Consultants, LLC June 2007 - Present
SAP America Inc May 2006 - June 2007
Top Flight Managment Consultants, Inc June 2002 - May 2006
Brian Skelton CPA January 2001 - May 2006
sanofi-aventis September 2001 - June 2002
Lucent Technologies 1996 - 2001
AT&T August 1988 - 1996
Peat Marwick July 1986 - July 1988
ATT Information Systems June 1983 - July 1986
Skills
SAP FICO, SAP BCS, SAP ECCS, FICO, SAP, Accounting, Consolidation, SAP ERP, ERP, Business Process, Sarbanes-Oxley Act, Business Process..., Business Intelligence, EC-CS, Project Management, Management, Software Documentation, Enterprise Software, Management Consulting, SAP Implementation, SAP R/3, Finance, SAP FI, SD, CRM, Start-ups, Consulting, Mergers & Acquisitions, Hyperion Enterprise, Internal Controls, Program Management, SAP PS, Integration, Strategy, Leadership, Business Analysis, Process Improvement, Strategic Planning, Team Leadership, Training, Change Management, Business Strategy
Education
Villanova University 2009 — 2009
PMP Certification
William Howard Taft University 1997 — 2000
JD
Fairleigh Dickinson University 1984 — 1986
MS
Fairleigh Dickinson University 1981 — 1983
MBA
Fairleigh Dickinson University 1977 — 1981
Bachelors
GLRHS 1973 — 1977
High school diploma
william woodruff 1965 — 1970
College Prep
Platinum Enterprise Consultants, LLC June 2007 - Present
SAP America Inc May 2006 - June 2007
Top Flight Managment Consultants, Inc June 2002 - May 2006
Brian Skelton CPA January 2001 - May 2006
sanofi-aventis September 2001 - June 2002
Lucent Technologies 1996 - 2001
AT&T August 1988 - 1996
Peat Marwick July 1986 - July 1988
ATT Information Systems June 1983 - July 1986
Skills
SAP FICO, SAP BCS, SAP ECCS, FICO, SAP, Accounting, Consolidation, SAP ERP, ERP, Business Process, Sarbanes-Oxley Act, Business Process..., Business Intelligence, EC-CS, Project Management, Management, Software Documentation, Enterprise Software, Management Consulting, SAP Implementation, SAP R/3, Finance, SAP FI, SD, CRM, Start-ups, Consulting, Mergers & Acquisitions, Hyperion Enterprise, Internal Controls, Program Management, SAP PS, Integration, Strategy, Leadership, Business Analysis, Process Improvement, Strategic Planning, Team Leadership, Training, Change Management, Business Strategy
Education
Villanova University 2009 — 2009
PMP Certification
William Howard Taft University 1997 — 2000
JD
Fairleigh Dickinson University 1984 — 1986
MS
Fairleigh Dickinson University 1981 — 1983
MBA
Fairleigh Dickinson University 1977 — 1981
Bachelors
GLRHS 1973 — 1977
High school diploma
william woodruff 1965 — 1970
College Prep
Joey Moskowitz's Peat Marwick Experience 1979 - 1985
Job Retired
Industry Financial Services
Experience
Retired November 2014 - Present
Primerica Financial Services March 1988 - November 2014
Sun Life of America 1985 - 1988
Sun Life 1985 - 1988
Peat Marwick 1979 - 1985
Coastal States Life Insurance Company 1975 - 1979
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Insurance, 401k, Securities, IRAs, Financial Education, Strategic Financial..., Series 63, Mortgage Lending, Wealth Management, Asset Managment
Education
Georgia State University 1973 — 1975
Georgia Institute of Technology 1971 — 1975
BS, Industrial Management
Retired November 2014 - Present
Primerica Financial Services March 1988 - November 2014
Sun Life of America 1985 - 1988
Sun Life 1985 - 1988
Peat Marwick 1979 - 1985
Coastal States Life Insurance Company 1975 - 1979
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Insurance, 401k, Securities, IRAs, Financial Education, Strategic Financial..., Series 63, Mortgage Lending, Wealth Management, Asset Managment
Education
Georgia State University 1973 — 1975
Georgia Institute of Technology 1971 — 1975
BS, Industrial Management
Jeff Cassidy's Peat Marwick Experience 1984 - 1986
Job Chief Operating Officer at Global Aerospace
Industry Insurance
Experience
Global Aerospace July 2002 - Present
Ace Bermuda 1997 - 2002
United States Aviation Underwriters 1991 - 1997
The Egan Group 1987 - 1991
Coopers & Lybrand February 1986 - June 1987
Peat Marwick 1984 - 1986
General Dynamics 1981 - 1984
Education
Rensselaer Polytechnic Institute 1981 — 1983
MBA, Management
Cornell University 1977 — 1981
Glens Falls 1974 — 1977
Global Aerospace July 2002 - Present
Ace Bermuda 1997 - 2002
United States Aviation Underwriters 1991 - 1997
The Egan Group 1987 - 1991
Coopers & Lybrand February 1986 - June 1987
Peat Marwick 1984 - 1986
General Dynamics 1981 - 1984
Education
Rensselaer Polytechnic Institute 1981 — 1983
MBA, Management
Cornell University 1977 — 1981
Glens Falls 1974 — 1977
Julio Velis, CFP's Peat Marwick Experience 1982 - 1986
Job VP and Branch Manager Fidelity Investments, Certified Financial Planner®
Industry Investment Management
Experience
Fidelity Investments August 2004 - Present
Charles Schwab May 1994 - August 2004
GDB for Puerto Rico 1987 - 1994
Peat Marwick 1982 - 1986
Skills
Series 7, Series 24, Financial Services, Asset Allocation, Finance, Uniform Combined State..., High Net Worth..., Financial Advisory, Series 9 and 10, Series 66, Florida Life and..., Fixed Annuities, Series 63, Florida Notary Public, Certified Financial..., Certified Divorce...
Education
College for Financial Planning 1991 — 1993
Certified Financial Planner, Personal Financial Planning
Inter-American University of Puerto Rico-Metropolitan Campus 1981 — 1982
BBS, Accounting, Magna Cum Laude
Colegio Marista
Fidelity Investments August 2004 - Present
Charles Schwab May 1994 - August 2004
GDB for Puerto Rico 1987 - 1994
Peat Marwick 1982 - 1986
Skills
Series 7, Series 24, Financial Services, Asset Allocation, Finance, Uniform Combined State..., High Net Worth..., Financial Advisory, Series 9 and 10, Series 66, Florida Life and..., Fixed Annuities, Series 63, Florida Notary Public, Certified Financial..., Certified Divorce...
Education
College for Financial Planning 1991 — 1993
Certified Financial Planner, Personal Financial Planning
Inter-American University of Puerto Rico-Metropolitan Campus 1981 — 1982
BBS, Accounting, Magna Cum Laude
Colegio Marista
Duane Andrews's Peat Marwick Experience 1985 - 1988
Job CEO at Clear Capital
Industry Real Estate
Experience
Clear Capital 2000 - Present
Grupo Ideal, Mexico City 1988 - 1990
Peat Marwick 1985 - 1988
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Real Estate Finance
Biola University
Clear Capital 2000 - Present
Grupo Ideal, Mexico City 1988 - 1990
Peat Marwick 1985 - 1988
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Real Estate Finance
Biola University
Shannon O'Quinn's Peat Marwick Experience 1992 - 1995
Job Franchisee at NakedPizza
Industry Food & Beverages
Experience
NakedPizza February 2010 - Present
Brambles 2008 - July 2010
Share the Care 2007 - 2008
Genicon April 2005 - September 2007
Educational Institute 1997 - 2005
PlanetHollywood.com 2000 - 2001
PCA Solutions 1995 - 1997
KPMG 1992 - 1995
Peat Marwick 1992 - 1995
Education
Florida State University 1987 — 1992
B.S., Accounting
University of Central Florida
NakedPizza February 2010 - Present
Brambles 2008 - July 2010
Share the Care 2007 - 2008
Genicon April 2005 - September 2007
Educational Institute 1997 - 2005
PlanetHollywood.com 2000 - 2001
PCA Solutions 1995 - 1997
KPMG 1992 - 1995
Peat Marwick 1992 - 1995
Education
Florida State University 1987 — 1992
B.S., Accounting
University of Central Florida
Nancy Rodriguez, CPA's Peat Marwick Experience 1979 - 1980
Job Experienced Finance and Marketing Professional
Industry Food & Beverages
Experience
Nancy Rodriguez CPA February 2012 - Present
Burger King Corporation January 2007 - February 2012
Burger King Corporation June 2001 - January 2007
Nancy Rodriguez CPA 1991 - 2001
Burger King Corporation 1990 - 1991
Burger King Corporation 1985 - 1990
Burger King Corporation 1984 - 1985
Burger King Corporation 1983 - 1984
Burger King Corporation 1980 - 1983
Peat Marwick 1979 - 1980
Skills
Franchising, Restaurants, Restaurant Management, Brand Management, Strategic Planning, Food, Food Service, Cross-functional Team..., Income Statement, Marketing, Retail, Market Planning, Team Building, Forecasting, Marketing Strategy, Budgets, Customer Insight, Profit, Marketing Research, Financial Analysis
Education
St. Thomas University 1988 — 1990
Master's degree, Business Administration and Management, General
Florida International University - College of Business Administration 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Nancy Rodriguez CPA February 2012 - Present
Burger King Corporation January 2007 - February 2012
Burger King Corporation June 2001 - January 2007
Nancy Rodriguez CPA 1991 - 2001
Burger King Corporation 1990 - 1991
Burger King Corporation 1985 - 1990
Burger King Corporation 1984 - 1985
Burger King Corporation 1983 - 1984
Burger King Corporation 1980 - 1983
Peat Marwick 1979 - 1980
Skills
Franchising, Restaurants, Restaurant Management, Brand Management, Strategic Planning, Food, Food Service, Cross-functional Team..., Income Statement, Marketing, Retail, Market Planning, Team Building, Forecasting, Marketing Strategy, Budgets, Customer Insight, Profit, Marketing Research, Financial Analysis
Education
St. Thomas University 1988 — 1990
Master's degree, Business Administration and Management, General
Florida International University - College of Business Administration 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Roberta Cohen's Peat Marwick Experience 1974 - 1976
Job Academic Adviser, College at University of Chicago
Industry Education Management
Experience
University of Chicago August 2010 - Present
University of Chicago July 1996 - August 2010
Airmax 1994 - 1996
Consolidated Rail Corporation 1977 - 1987
Peat Marwick 1974 - 1976
Skills
Academic Advising, Admissions, Career Counseling, Student Financial Aid, Enrollment Management, Public Speaking, Community Outreach, Teaching, Alumni Relations, Grant Writing, Curriculum Design, Program Management, Analysis, Editing
Education
Stanford University Graduate School of Business 1972 — 1974
MBA, Business/Commerce, General
Brown University 1968 — 1971
Bachelor of Arts (B.A.), mathematical economics
Hillhouse High School 1964 — 1967
college preparatory
University of Chicago August 2010 - Present
University of Chicago July 1996 - August 2010
Airmax 1994 - 1996
Consolidated Rail Corporation 1977 - 1987
Peat Marwick 1974 - 1976
Skills
Academic Advising, Admissions, Career Counseling, Student Financial Aid, Enrollment Management, Public Speaking, Community Outreach, Teaching, Alumni Relations, Grant Writing, Curriculum Design, Program Management, Analysis, Editing
Education
Stanford University Graduate School of Business 1972 — 1974
MBA, Business/Commerce, General
Brown University 1968 — 1971
Bachelor of Arts (B.A.), mathematical economics
Hillhouse High School 1964 — 1967
college preparatory
Francesco Scaduto-Mendola's Peat Marwick Experience June 1974 - December 1975
Job Independent Banking Professional
Industry Banking
Experience
WORLD BANK December 2002 - Present
World Bank May 1992 - December 2002
World Bank December 1990 - May 1992
World Bank 1985 - April 1992
International Finance Corporation September 1977 - March 1986
BOOZ, ALLEN & HAMILTON INTERNATIONAL January 1976 - August 1977
PEAT, MARWICK June 1974 - December 1975
LEVI STRAUSS & CO. EUROPE January 1973 - May 1974
Levi Strauss & Co. Europe March 1972 - December 1972
The Boston Consulting Group January 1971 - March 1972
Skills
Budgeting, Strategic Planning, Credit, Financial Planning, Business Planning, Financial Analysis, Financial Reporting, Forecasting, Variance Analysis, IRR, NPV, DCF, Sensitivity Analysis, Firm Valuation, Private Equity/Venture...
Education
Harvard Business School 1963 — 1965
Harvard Business School
Master, Business Administration; Finance and International Business
Boston College 1958 — 1962
Bachelor of Science, Economics
WORLD BANK December 2002 - Present
World Bank May 1992 - December 2002
World Bank December 1990 - May 1992
World Bank 1985 - April 1992
International Finance Corporation September 1977 - March 1986
BOOZ, ALLEN & HAMILTON INTERNATIONAL January 1976 - August 1977
PEAT, MARWICK June 1974 - December 1975
LEVI STRAUSS & CO. EUROPE January 1973 - May 1974
Levi Strauss & Co. Europe March 1972 - December 1972
The Boston Consulting Group January 1971 - March 1972
Skills
Budgeting, Strategic Planning, Credit, Financial Planning, Business Planning, Financial Analysis, Financial Reporting, Forecasting, Variance Analysis, IRR, NPV, DCF, Sensitivity Analysis, Firm Valuation, Private Equity/Venture...
Education
Harvard Business School 1963 — 1965
Harvard Business School
Master, Business Administration; Finance and International Business
Boston College 1958 — 1962
Bachelor of Science, Economics
Seth Crone's Peat Marwick Experience 1982 - 1985
Job VP, Business Development at BNY Mellon
Industry Banking
Experience
BNY Mellon 2006 - Present
J.P. Morgan 2003 - 2006
Banc of America Securities 2001 - 2003
Chase Securities 1987 - 2001
Laventhol & Horwath 1985 - 1987
Peat Marwick 1982 - 1985
Peat Marwick 1980 - 1982
Peat Marwick 1978 - 1980
Skills
Capital Markets, Management Consulting, Real Estate, Bonds, Public Finance, Business Development, Financial Structuring, Fixed Income, Financial Modeling, Investments, Auditing, Portfolio Management, Financial Analysis, Investment Banking, Mergers & Acquisitions, Banking, Financial Services
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Accounting
Amherst College 1974 — 1978
BA, Economics, Religion
BNY Mellon 2006 - Present
J.P. Morgan 2003 - 2006
Banc of America Securities 2001 - 2003
Chase Securities 1987 - 2001
Laventhol & Horwath 1985 - 1987
Peat Marwick 1982 - 1985
Peat Marwick 1980 - 1982
Peat Marwick 1978 - 1980
Skills
Capital Markets, Management Consulting, Real Estate, Bonds, Public Finance, Business Development, Financial Structuring, Fixed Income, Financial Modeling, Investments, Auditing, Portfolio Management, Financial Analysis, Investment Banking, Mergers & Acquisitions, Banking, Financial Services
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Accounting
Amherst College 1974 — 1978
BA, Economics, Religion
Gail Hecksel's Peat Marwick Experience January 1981 - December 1982
Job Sr. Manager, Product Development at USAN
Industry Telecommunications
Experience
USAN Sales / MarketingS2 SystemsJune 1995 - June 1996
Stratus Computer 1985 - 1996
Comerica February 1984 - January 1986
BankSouth January 1980 - January 1983
Peat Marwick January 1981 - December 1982
Education
Ferris State University 1977 — 1980
USAN Sales / MarketingS2 SystemsJune 1995 - June 1996
Stratus Computer 1985 - 1996
Comerica February 1984 - January 1986
BankSouth January 1980 - January 1983
Peat Marwick January 1981 - December 1982
Education
Ferris State University 1977 — 1980
Andy Crist's Peat Marwick Experience 1979 - 1986
Job Principal at Business Development Solutions
Industry Entertainment
Experience
Business Development Solutions 2010 - Present
Vitec Broadcast Services 2000 - 2012
DVD Express 1999 - 2000
Blockbuster Entertainment 1996 - 1999
Alamo Rent A Car 1986 - 1996
Peat Marwick 1979 - 1986
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA, with honors
Duke University 1973 — 1977
AB, Accounting, magna cum laude
Business Development Solutions 2010 - Present
Vitec Broadcast Services 2000 - 2012
DVD Express 1999 - 2000
Blockbuster Entertainment 1996 - 1999
Alamo Rent A Car 1986 - 1996
Peat Marwick 1979 - 1986
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA, with honors
Duke University 1973 — 1977
AB, Accounting, magna cum laude
Fred Sojka's Peat Marwick Experience January 1980 - January 1983
Job Investment Banking Professional
Industry Investment Banking
Experience
VIP Litho January 2002 - July 2008
Thomas Weisel Partners January 2001 - January 2002
Lason, Inc. 2000 - 2001
Robertson Stephens 1993 - 1999
Montgomery Securites 1983 - 1993
Peat Marwick January 1980 - January 1983
Woodward-Clyde Consultants January 1978 - January 1980
Skills
Private Equity, Business Development, Equity Research, Bloomberg, Investment Banking, Management, Financial Services, Corporate Development, Management Consulting
Education
California State University-Chico 1971 — 1975
VIP Litho January 2002 - July 2008
Thomas Weisel Partners January 2001 - January 2002
Lason, Inc. 2000 - 2001
Robertson Stephens 1993 - 1999
Montgomery Securites 1983 - 1993
Peat Marwick January 1980 - January 1983
Woodward-Clyde Consultants January 1978 - January 1980
Skills
Private Equity, Business Development, Equity Research, Bloomberg, Investment Banking, Management, Financial Services, Corporate Development, Management Consulting
Education
California State University-Chico 1971 — 1975
Timothy Noonan's Peat Marwick Experience 1982 - 1984
Job VP Finance at Transonic Combustion
Industry Automotive
Experience
Transonic Combustion VP TreasurerInamed Corporation2001 - 2006
Inamed Corporation (now Allergan Medical) 2001 - 2006
Inamed Corporation 2001 - 2005
Price Waterhouse 1996 - 2001
Deloitte 1991 - 1996
Peat Marwick 1982 - 1984
Education
California State University-Northridge 1978 — 1982
Transonic Combustion VP TreasurerInamed Corporation2001 - 2006
Inamed Corporation (now Allergan Medical) 2001 - 2006
Inamed Corporation 2001 - 2005
Price Waterhouse 1996 - 2001
Deloitte 1991 - 1996
Peat Marwick 1982 - 1984
Education
California State University-Northridge 1978 — 1982
Donna Stoddard's Peat Marwick Experience 1979 - 1981
Job Associate Professor at Babson College
Industry Higher Education
Experience
Babson College Associate ProfessorBabson1995 - Present
Harvard Business School 1991 - 1995
IBM December 1981 - 1985
Peat Marwick 1979 - 1981
Skills
Higher Education, Student Affairs, University Teaching, Student Development, Teaching, Academic Advising, Instructional Design, Program Development
Education
Harvard Business School 1985 — 1991
DBA, Management Information Systems
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1977
MBA
Creighton University 1974 — 1977
BSBA, Accounting
Babson College Associate ProfessorBabson1995 - Present
Harvard Business School 1991 - 1995
IBM December 1981 - 1985
Peat Marwick 1979 - 1981
Skills
Higher Education, Student Affairs, University Teaching, Student Development, Teaching, Academic Advising, Instructional Design, Program Development
Education
Harvard Business School 1985 — 1991
DBA, Management Information Systems
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1977
MBA
Creighton University 1974 — 1977
BSBA, Accounting
Deb Sorosky's Peat Marwick Experience 1986 - 1989
Job CPA at Sheptoff, Reuber & Co.
Industry Accounting
Experience
Sheptoff, Reuber & Co. January 2006 - Present
Sheptoff, Reuber & Co., P.C. 2006 - Present
Epley Marketing Services 1994 - 2000
Hershey Foods Corporation 1989 - 1993
Peat Marwick 1986 - 1989
Skills
Tax Preparation, Income Tax, CPA, QuickBooks, Tax
Education
University of Hartford 1984 — 1986
MS, Taxation
Central Connecticut State University 1980 — 1984
BS, Business Administration
Sheptoff, Reuber & Co. January 2006 - Present
Sheptoff, Reuber & Co., P.C. 2006 - Present
Epley Marketing Services 1994 - 2000
Hershey Foods Corporation 1989 - 1993
Peat Marwick 1986 - 1989
Skills
Tax Preparation, Income Tax, CPA, QuickBooks, Tax
Education
University of Hartford 1984 — 1986
MS, Taxation
Central Connecticut State University 1980 — 1984
BS, Business Administration
Diane Rivers's Peat Marwick Experience June 1981 - December 1982
Job Certified Coach, NLP Master Practitioner, Hearing Officer
Industry Professional Training & Coaching
Experience
Self November 2014 - Present
Self May 2013 - Present
Self March 2013 - Present
Self 2010 - Present
NYC Environmental Control Board July 2007 - Present
NYC Taxi & Limousine Commission June 1999 - Present
Diane L. Rivers July 1997 - July 2007
Martin M. Shenkman PC June 1995 - June 1997
Warner Lambert January 1983 - June 1995
Peat Marwick June 1981 - December 1982
Skills
Coaching, Editing, Mediation, Personal Development, Smoking Cessation, Research, NLP, Teaching, Workshop Facilitation, Administrative Law, Public Speaking, Leadership Development, Nonprofits, Government, Public Policy, Life Coaching
Education
Brooklyn Law School
Juris Doctor, Law
City Bar of New York
Mediator
Coaches Training Institute
Co-active Life Coach
Lycee Francais de New York
French Baccalaureate
NLP Center of NY
Master Practitioner Certification, NLP
New York Institute of Technology
B.S., Accounting, Summa Cum Laude
New York University School of Law
LL.M., Taxation
Self November 2014 - Present
Self May 2013 - Present
Self March 2013 - Present
Self 2010 - Present
NYC Environmental Control Board July 2007 - Present
NYC Taxi & Limousine Commission June 1999 - Present
Diane L. Rivers July 1997 - July 2007
Martin M. Shenkman PC June 1995 - June 1997
Warner Lambert January 1983 - June 1995
Peat Marwick June 1981 - December 1982
Skills
Coaching, Editing, Mediation, Personal Development, Smoking Cessation, Research, NLP, Teaching, Workshop Facilitation, Administrative Law, Public Speaking, Leadership Development, Nonprofits, Government, Public Policy, Life Coaching
Education
Brooklyn Law School
Juris Doctor, Law
City Bar of New York
Mediator
Coaches Training Institute
Co-active Life Coach
Lycee Francais de New York
French Baccalaureate
NLP Center of NY
Master Practitioner Certification, NLP
New York Institute of Technology
B.S., Accounting, Summa Cum Laude
New York University School of Law
LL.M., Taxation
Steve Lacy's Peat Marwick Experience 1985 - 1986
Job President at Stephen Lacy & Associates
Industry Accounting
Experience
Stephen Lacy & Associates TAX DEPARTMENT CONSULTANTOstrow Reisin Berk & Abrams2000 - 2003
Kupferberg, Goldberg & Neimark, CPA 1995 - 2000
Coopers & Lybrand Consulting 1987 - 1988
Peat Marwick 1985 - 1986
Education
DePaul University College of Law 1988 — 1992
LLM/TAX, TAXATION
Western Michigan University 1983 — 1985
STUDY, ACCOUNTING
Indiana University Bloomington 1980 — 1982
CEEI CERTI, RUSSIAN/LAW
Indiana University Bloomington 1979 — 1982
JD, LAW/RUSSIAN
University of Michigan 1975 — 1979
BA, PHILOSOPHY
Stephen Lacy & Associates TAX DEPARTMENT CONSULTANTOstrow Reisin Berk & Abrams2000 - 2003
Kupferberg, Goldberg & Neimark, CPA 1995 - 2000
Coopers & Lybrand Consulting 1987 - 1988
Peat Marwick 1985 - 1986
Education
DePaul University College of Law 1988 — 1992
LLM/TAX, TAXATION
Western Michigan University 1983 — 1985
STUDY, ACCOUNTING
Indiana University Bloomington 1980 — 1982
CEEI CERTI, RUSSIAN/LAW
Indiana University Bloomington 1979 — 1982
JD, LAW/RUSSIAN
University of Michigan 1975 — 1979
BA, PHILOSOPHY
Clare DeAngelis's Peat Marwick Experience 1985 - 1986
Job Communications / Publishing
Industry Writing and Editing
Experience
Grant Thornton September 2006 - Present
Ernst & Young 2000 - 2003
Peat Marwick 1985 - 1986
Skills
Writing / Editing, Corporate Communications, Marketing, Project Management, Microsoft Office
Education
Georgetown University
BA
Grant Thornton September 2006 - Present
Ernst & Young 2000 - 2003
Peat Marwick 1985 - 1986
Skills
Writing / Editing, Corporate Communications, Marketing, Project Management, Microsoft Office
Education
Georgetown University
BA
Jesse Gibson's Peat Marwick Experience April 1983 - November 1985
Job IT, Analyst and Programmer at Pitco Frialator
Industry Information Technology and Services
Experience
Pitco Frialator December 2010 - Present
None December 2008 - June 2011
Keane May 1994 - December 2008
BCBS NH September 1987 - May 1994
Keane November 1985 - August 1987
Peat Marwick April 1983 - November 1985
The Hartford Insurance Group June 1981 - March 1983
General Dynamics Information Technology July 1976 - May 1981
Education
Coleman College 1976 — 1976
AA, Computer Science
Brown University 1972 — 1975
Pitco Frialator December 2010 - Present
None December 2008 - June 2011
Keane May 1994 - December 2008
BCBS NH September 1987 - May 1994
Keane November 1985 - August 1987
Peat Marwick April 1983 - November 1985
The Hartford Insurance Group June 1981 - March 1983
General Dynamics Information Technology July 1976 - May 1981
Education
Coleman College 1976 — 1976
AA, Computer Science
Brown University 1972 — 1975
Dave Streeter's Peat Marwick Experience 1977 - 1979
Job Business and Financial Consultant
Industry Environmental Services
Experience
SWS Environmental Services January 2012 - June 2013
TolTest, Inc. August 2003 - December 2011
Shaw Environmental, Inc. 2002 - 2003
The IT Group 1998 - 2003
OHM Corporation 1979 - 1998
National Surface Cleaning 1989 - 1990
Peat Marwick 1977 - 1979
Skills
Hazardous Waste..., Environmental Awareness, Environmental Compliance, Construction, Environmental Consulting, Groundwater, Proposal Writing, RCRA, Water, Emergency Management, Waste, Procurement
Education
Bowling Green State University 1973 — 1977
B.S. Business Administration, Accounting
SWS Environmental Services January 2012 - June 2013
TolTest, Inc. August 2003 - December 2011
Shaw Environmental, Inc. 2002 - 2003
The IT Group 1998 - 2003
OHM Corporation 1979 - 1998
National Surface Cleaning 1989 - 1990
Peat Marwick 1977 - 1979
Skills
Hazardous Waste..., Environmental Awareness, Environmental Compliance, Construction, Environmental Consulting, Groundwater, Proposal Writing, RCRA, Water, Emergency Management, Waste, Procurement
Education
Bowling Green State University 1973 — 1977
B.S. Business Administration, Accounting
Kenda Gonzales's Peat Marwick Experience 1979 - 1983
Job CFO at Harrison Properties
Industry Real Estate
Experience
Harrison Properties June 2007 - Present
Apollo Group, Inc 1998 - 2006
UDC Homes 1996 - 1998
Continental Homes 1985 - 1996
American Continental Mortgage 1983 - 1985
Peat Marwick 1979 - 1983
Education
University of Oklahoma - Price College of Business 1978 — 1979
Bachelor of Science, Accountancy
Arizona State University - W. P. Carey School of Business 1975 — 1977
Accounting
Harrison Properties June 2007 - Present
Apollo Group, Inc 1998 - 2006
UDC Homes 1996 - 1998
Continental Homes 1985 - 1996
American Continental Mortgage 1983 - 1985
Peat Marwick 1979 - 1983
Education
University of Oklahoma - Price College of Business 1978 — 1979
Bachelor of Science, Accountancy
Arizona State University - W. P. Carey School of Business 1975 — 1977
Accounting
TERRENCE GIBEL's Peat Marwick Experience June 1978 - February 1980
Job CEO KEMETIC SCIENCE OF PROSPERITY
Industry Financial Services
Experience
Holtzbrinck Publishers August 1999 - Present
Holtzbrinck Publishers August 1999 - April 2005
Arista Records October 1995 - August 1999
TOMMY BOY MUSIC INC July 1993 - September 1995
ANDREWS & CLARK, INC December 1987 - July 1993
CONSOLIDATED LAUNDRIES, INC May 1980 - December 1987
PEAT, MARWICK June 1978 - February 1980
Education
Boston College 1975 — 1978
B.S., ACCOUNTING/ FINANCE
Boston College
B.S, ACCOUNTING & FINANCE
Holtzbrinck Publishers August 1999 - Present
Holtzbrinck Publishers August 1999 - April 2005
Arista Records October 1995 - August 1999
TOMMY BOY MUSIC INC July 1993 - September 1995
ANDREWS & CLARK, INC December 1987 - July 1993
CONSOLIDATED LAUNDRIES, INC May 1980 - December 1987
PEAT, MARWICK June 1978 - February 1980
Education
Boston College 1975 — 1978
B.S., ACCOUNTING/ FINANCE
Boston College
B.S, ACCOUNTING & FINANCE
W. Bruce Murray, Jr., CIC's Peat Marwick Experience 1984 - 1986
Job Senior Vice President, Practice Leader Emerging Industries & Technology Group
Industry Insurance
Experience
RC Knox Division, Peoples United Insurance Agency September 1987 - Present
The Union League of Philadelphia 1980 - Present
Asylum Hill Congregational Church 1988 - 2015
Peat Marwick 1984 - 1986
Skills
Insurance, Risk Management, Property & Casualty..., Commercial Insurance, Underwriting, Professional Liability, Liability, Reinsurance, Leadership, Commercial Lines, D&O, Casualty, Brokers, Employment Practices..., Legal Liability, Financial Risk, Executive Management, General Insurance, Workers Compensation, Captives, Claim, Insurance Brokerage, Financial Analysis, Inland Marine, Excess, Small Business, Umbrella Insurance, Claims Management, Fixed Annuities, Casualty Insurance, Enterprise Risk..., Risk Management..., Strategic Financial..., Performance /Warranty..., Global Transit Insurance, Technology/Security E&O...
Education
Drexel University 1983 — 1984
MBA Finance, Financial Management
Villanova University 1977 — 1981
BS Accountancy, Accounting, Finance, and Minor Study in Economics
Penn Charter 1970 — 1977
High School Diploma
RC Knox Division, Peoples United Insurance Agency September 1987 - Present
The Union League of Philadelphia 1980 - Present
Asylum Hill Congregational Church 1988 - 2015
Peat Marwick 1984 - 1986
Skills
Insurance, Risk Management, Property & Casualty..., Commercial Insurance, Underwriting, Professional Liability, Liability, Reinsurance, Leadership, Commercial Lines, D&O, Casualty, Brokers, Employment Practices..., Legal Liability, Financial Risk, Executive Management, General Insurance, Workers Compensation, Captives, Claim, Insurance Brokerage, Financial Analysis, Inland Marine, Excess, Small Business, Umbrella Insurance, Claims Management, Fixed Annuities, Casualty Insurance, Enterprise Risk..., Risk Management..., Strategic Financial..., Performance /Warranty..., Global Transit Insurance, Technology/Security E&O...
Education
Drexel University 1983 — 1984
MBA Finance, Financial Management
Villanova University 1977 — 1981
BS Accountancy, Accounting, Finance, and Minor Study in Economics
Penn Charter 1970 — 1977
High School Diploma
Donald D'Antuono's Peat Marwick Experience January 1968 - September 1972
Job Independent Accounting Professional/Forest Products
Industry Paper & Forest Products
Experience
Bowater 1972 - 1997
Peat Marwick January 1968 - September 1972
Skills
Strategic Planning, Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, Forecasting, Cash Flow, Managerial Finance, General Ledger, Cost Accounting, Financial Accounting
Education
Harvard Business School
None, Advanced Management Program
New York University 1965 — 1968
BS, Accounting
Bowater 1972 - 1997
Peat Marwick January 1968 - September 1972
Skills
Strategic Planning, Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, Forecasting, Cash Flow, Managerial Finance, General Ledger, Cost Accounting, Financial Accounting
Education
Harvard Business School
None, Advanced Management Program
New York University 1965 — 1968
BS, Accounting
Chris Pieszko's Peat Marwick Experience June 1976 - July 1978
Job Strategy and Business Consulting
Industry Management Consulting
Experience
CJP Properties LLC March 2009 - Present
McDonald's Corporation January 2002 - March 2009
McDonald's Corporation October 1995 - December 2001
McDonald's Corporation July 1994 - September 1995
McDonald's Corporation July 1978 - June 1994
Peat Marwick June 1976 - July 1978
Skills
Cash Management, Income Statement, Strategic Planning, Accounting, Franchising, Leadership, Business Strategy, Finance, Restaurants, Team Building, Financial Analysis, Forecasting, Operations Management, Customer Service, Budgets, Management, P&L, Strategy, Business Planning, Restaurant Management
Education
DePaul University 1973 — 1976
Bachelor of Commerce (B.Com.), Accounting and Finance
CJP Properties LLC March 2009 - Present
McDonald's Corporation January 2002 - March 2009
McDonald's Corporation October 1995 - December 2001
McDonald's Corporation July 1994 - September 1995
McDonald's Corporation July 1978 - June 1994
Peat Marwick June 1976 - July 1978
Skills
Cash Management, Income Statement, Strategic Planning, Accounting, Franchising, Leadership, Business Strategy, Finance, Restaurants, Team Building, Financial Analysis, Forecasting, Operations Management, Customer Service, Budgets, Management, P&L, Strategy, Business Planning, Restaurant Management
Education
DePaul University 1973 — 1976
Bachelor of Commerce (B.Com.), Accounting and Finance
John M Allan Jr's Peat Marwick Experience September 1984 - August 1985
Job Vice PresidentS&L Taxes & Assistant Secretary at PVH Corp.
Industry Apparel & Fashion
Experience
PVH Corp. June 2011 - Present
PVH Corp. 1995 - May 2011
JWP Inc. August 1990 - December 1994
Pechiney Corporation August 1985 - August 1990
Peat Marwick September 1984 - August 1985
Arthur Andersen & Co. August 1981 - August 1984
Skills
Accounting, Financial Planners, International Tax, Tax, Corporate Tax, Budgets, Financial Reporting, Tax Accounting, Sarbanes-Oxley Act, Income Tax, Mergers & Acquisitions, Auditing
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
M.B.A., Finance/International Business, 3.65
Georgetown University Law Center 1983 — 1985
M.L.T., Taxes, 10.5/12
Case Western Reserve University School of Law 1978 — 1981
J.D., Taxes
The Johns Hopkins University 1973 — 1977
B.A., Natural Sciences
PVH Corp. June 2011 - Present
PVH Corp. 1995 - May 2011
JWP Inc. August 1990 - December 1994
Pechiney Corporation August 1985 - August 1990
Peat Marwick September 1984 - August 1985
Arthur Andersen & Co. August 1981 - August 1984
Skills
Accounting, Financial Planners, International Tax, Tax, Corporate Tax, Budgets, Financial Reporting, Tax Accounting, Sarbanes-Oxley Act, Income Tax, Mergers & Acquisitions, Auditing
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
M.B.A., Finance/International Business, 3.65
Georgetown University Law Center 1983 — 1985
M.L.T., Taxes, 10.5/12
Case Western Reserve University School of Law 1978 — 1981
J.D., Taxes
The Johns Hopkins University 1973 — 1977
B.A., Natural Sciences
Neal Barnard, CPA's Peat Marwick Experience 1976 - 1979
Job Experienced Financial and Business Manager
Industry Management Consulting
Experience
Health Care REIT 2007 - 2010
Dana Corporation 2003 - 2007
Dana Credit Corporation 1999 - 2003
Dana Commercial Credit 1992 - 1999
Dana Commercial Credit 1984 - 1992
Dana Corporation 1983 - 1984
Peoples Savings Association 1979 - 1983
Peat Marwick 1976 - 1979
Education
Bowling Green State University 1972 — 1976
BSBA, Accounting
Health Care REIT 2007 - 2010
Dana Corporation 2003 - 2007
Dana Credit Corporation 1999 - 2003
Dana Commercial Credit 1992 - 1999
Dana Commercial Credit 1984 - 1992
Dana Corporation 1983 - 1984
Peoples Savings Association 1979 - 1983
Peat Marwick 1976 - 1979
Education
Bowling Green State University 1972 — 1976
BSBA, Accounting
Ed Langley's Peat Marwick Experience 1973 - 1974
Job retired from FSA
Industry Insurance
Experience
Financial Security Assurance June 2004 - July 2009
Financial Security Assurance 1992 - 2004
Financial Security Assurance 1988 - 1992
Peat Marwick 1973 - 1974
Skills
Fixed Income, Derivatives, Structured Finance, Risk Management, Investment Banking, Management, Capital Markets, Bonds, Portfolio Management, Corporate Finance, Financial Structuring, Securitization, ABS, Investments
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance
Hendrix College 1969 — 1973
BA, Economics and Accounting
Financial Security Assurance June 2004 - July 2009
Financial Security Assurance 1992 - 2004
Financial Security Assurance 1988 - 1992
Peat Marwick 1973 - 1974
Skills
Fixed Income, Derivatives, Structured Finance, Risk Management, Investment Banking, Management, Capital Markets, Bonds, Portfolio Management, Corporate Finance, Financial Structuring, Securitization, ABS, Investments
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance
Hendrix College 1969 — 1973
BA, Economics and Accounting
Patrick McClafferty's Peat Marwick Experience June 1986 - January 1989
Job VP of Administration
Industry Health, Wellness and Fitness
Experience
Addiction Treatment Center October 2011 - June 2013
Zuckerman-Honickman, Inc May 1998 - October 2011
Yuasa Exide, Inc March 1992 - May 1998
Parsons January 1989 - February 1992
Peat Marwick June 1986 - January 1989
Education
St. Joseph's University
MBA, Finance Management
Clarion University of Pennsylvania
Bachelor of Business Administration (B.B.A.), Accounting
Addiction Treatment Center October 2011 - June 2013
Zuckerman-Honickman, Inc May 1998 - October 2011
Yuasa Exide, Inc March 1992 - May 1998
Parsons January 1989 - February 1992
Peat Marwick June 1986 - January 1989
Education
St. Joseph's University
MBA, Finance Management
Clarion University of Pennsylvania
Bachelor of Business Administration (B.B.A.), Accounting
Adrian Jarrell's Peat Marwick Experience June 1984 - February 1986
Job Instructor at Surry Community College
Industry Financial Services
Experience
Surry Community College August 2009 - Present
Farm Bureau Insurance November 2007 - March 2009
R. C. Haynes Construction, Inc. July 2005 - March 2007
H. B. Rowe & Co., Inc. February 1986 - February 2005
Peat Marwick June 1984 - February 1986
Skills
Financial Accounting, Cost Accounting, Compilation Of..., Financial Analysis, Financial Statement..., Benefits Administration, Term Life Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Commercial Insurance, Health Insurance, Homeowners, Property & Casualty..., Insurance, General Insurance, IRAs, Retirement Planning, Retirement, Casualty
Education
Chadron State College 2010 — 2011
Master of Business Administration (MBA), Management
Wake Forest University 1981 — 1984
Bachelor of Science (B.S.), Accounting
Surry Community College August 2009 - Present
Farm Bureau Insurance November 2007 - March 2009
R. C. Haynes Construction, Inc. July 2005 - March 2007
H. B. Rowe & Co., Inc. February 1986 - February 2005
Peat Marwick June 1984 - February 1986
Skills
Financial Accounting, Cost Accounting, Compilation Of..., Financial Analysis, Financial Statement..., Benefits Administration, Term Life Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Commercial Insurance, Health Insurance, Homeowners, Property & Casualty..., Insurance, General Insurance, IRAs, Retirement Planning, Retirement, Casualty
Education
Chadron State College 2010 — 2011
Master of Business Administration (MBA), Management
Wake Forest University 1981 — 1984
Bachelor of Science (B.S.), Accounting
Ferdinand Stout's Peat Marwick Experience June 1974 - May 1975
Job Selfemployed CPA
Industry Financial Services
Experience
Ferd R Stout II, CPA July 1980 - Present
Winston-Salem State University July 2000 - March 2011
UNCG July 1991 - July 2000
Internal Revenue Service September 1976 - June 1980
Peat Marwick June 1974 - May 1975
Skills
Microsoft Excel, Budgets, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Strategic Planning, Teaching, Windows, Managerial Finance
Education
University of North Carolina at Greensboro 1976 — 1979
MBA, Finance
Appalachian State University 1970 — 1974
BSBA, Accounting / Econ / Computer Science
Ferd R Stout II, CPA July 1980 - Present
Winston-Salem State University July 2000 - March 2011
UNCG July 1991 - July 2000
Internal Revenue Service September 1976 - June 1980
Peat Marwick June 1974 - May 1975
Skills
Microsoft Excel, Budgets, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Strategic Planning, Teaching, Windows, Managerial Finance
Education
University of North Carolina at Greensboro 1976 — 1979
MBA, Finance
Appalachian State University 1970 — 1974
BSBA, Accounting / Econ / Computer Science
David Willner's Peat Marwick Experience December 1978 - December 1985
Job Deputy CEO & COO at Industrial and Commercial Bank of China (USA) NA
Industry Banking
Experience
Industrial and Commercial Bank of China (USA) NA July 2012 - Present
Bank of East Asia July 1993 - July 2012
New York Capital Bank N.A. July 1990 - July 1993
Capital National Bank December 1987 - July 1990
Paine Webber December 1986 - December 1987
Eastern Savings Bank January 1986 - November 1986
Peat Marwick December 1978 - December 1985
Skills
Strategic Planning, Mergers, Regulations, Banking, Treasury Management, Commercial Banking, Risk Management, Loans, Financial Analysis, Treasury, Credit, Corporate Finance, Mergers & Acquisitions, Finance, Managerial Finance, Auditing
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Accounting & Finance
Columbia University in the City of New York 1970 — 1977
M Phil, Philosophy
Yale University 1966 — 1970
BA, Philosophy
Industrial and Commercial Bank of China (USA) NA July 2012 - Present
Bank of East Asia July 1993 - July 2012
New York Capital Bank N.A. July 1990 - July 1993
Capital National Bank December 1987 - July 1990
Paine Webber December 1986 - December 1987
Eastern Savings Bank January 1986 - November 1986
Peat Marwick December 1978 - December 1985
Skills
Strategic Planning, Mergers, Regulations, Banking, Treasury Management, Commercial Banking, Risk Management, Loans, Financial Analysis, Treasury, Credit, Corporate Finance, Mergers & Acquisitions, Finance, Managerial Finance, Auditing
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Accounting & Finance
Columbia University in the City of New York 1970 — 1977
M Phil, Philosophy
Yale University 1966 — 1970
BA, Philosophy
Colleen Delaney's Peat Marwick Experience 1981 - 1984
Job Consultant at Collins Barrow Toronto Limited
Industry Financial Services
Experience
Collins Barrow Toronto Limited 2014 - Present
A. John Page & Associates Inc. October 2008 - 2013
HSBC Bank Middle East Limited 2004 - 2008
National Bank of Abu Dhabi 2002 - 2004
First Chicago NBD Bank Canada 1996 - 2002
Ernst & Young Inc. 1988 - 1996
Peat Marwick 1981 - 1984
Skills
Bonds, Investment Banking, Restructuring, Syndications, Corporate Finance, Banking, Risk Management, Loans, Management Consulting, Financial Structuring
Education
Superintendent of Bankruptcy 1992 — 1993
Trustee in Bankruptcy
Canadian Association of Insolvency and Restructuring Professionals 1989 — 1992
CIRP, Insolvency
KPMG 1981 — 1984
CA, Accounting
Carleton University 1977 — 1981
HBCOMM, Accounting and Finance
Collins Barrow Toronto Limited 2014 - Present
A. John Page & Associates Inc. October 2008 - 2013
HSBC Bank Middle East Limited 2004 - 2008
National Bank of Abu Dhabi 2002 - 2004
First Chicago NBD Bank Canada 1996 - 2002
Ernst & Young Inc. 1988 - 1996
Peat Marwick 1981 - 1984
Skills
Bonds, Investment Banking, Restructuring, Syndications, Corporate Finance, Banking, Risk Management, Loans, Management Consulting, Financial Structuring
Education
Superintendent of Bankruptcy 1992 — 1993
Trustee in Bankruptcy
Canadian Association of Insolvency and Restructuring Professionals 1989 — 1992
CIRP, Insolvency
KPMG 1981 — 1984
CA, Accounting
Carleton University 1977 — 1981
HBCOMM, Accounting and Finance
Jeff Farr's Peat Marwick Experience 1981 - 1989
Job Senior Education Counsultant at Abreon
Industry Management Consulting
Experience
The Abreon Group 2011 - Present
Enterprise Consulting Group, Ltd. 2005 - 2011
Guardian Life Insurance 2004 - 2005
Petro Home Heating Oil and Air Conditioning 2003 - 2004
KPMG 1992 - 2001
Ernst & Young 1989 - 1992
Peat Marwick 1981 - 1989
Skills
Management Consulting, Training, Managerial Finance, Human Resources, Project Planning, E-Learning, Program Management, Business Process..., Instructional Design, Change Management, Knowledge Management, Process Improvement, Management, Financial Services, ERP, Coaching, Leadership, Outsourcing, Organizational Design, Public Speaking, Strategy, New Business Development, Software Documentation, Performance Improvement, Training Delivery, Needs Analysis, Organizational..., Organizational..., Learning Management, Captivate, Blended Learning, ADDIE
Education
Drexel University
BS Civil Engineering, Structures, Soil Mechanics
New York University - Leonard N. Stern School of Business
68/72 credits for MBA, Finance, Accounting, Operations Research
Northeastern University
MS Civil Engineering, Structures, Soil Foundations, Hydraulics
The Abreon Group 2011 - Present
Enterprise Consulting Group, Ltd. 2005 - 2011
Guardian Life Insurance 2004 - 2005
Petro Home Heating Oil and Air Conditioning 2003 - 2004
KPMG 1992 - 2001
Ernst & Young 1989 - 1992
Peat Marwick 1981 - 1989
Skills
Management Consulting, Training, Managerial Finance, Human Resources, Project Planning, E-Learning, Program Management, Business Process..., Instructional Design, Change Management, Knowledge Management, Process Improvement, Management, Financial Services, ERP, Coaching, Leadership, Outsourcing, Organizational Design, Public Speaking, Strategy, New Business Development, Software Documentation, Performance Improvement, Training Delivery, Needs Analysis, Organizational..., Organizational..., Learning Management, Captivate, Blended Learning, ADDIE
Education
Drexel University
BS Civil Engineering, Structures, Soil Mechanics
New York University - Leonard N. Stern School of Business
68/72 credits for MBA, Finance, Accounting, Operations Research
Northeastern University
MS Civil Engineering, Structures, Soil Foundations, Hydraulics
Debra Glassburn's Peat Marwick Experience 1981 - 1983
Job Partner at Columbus Consulting International
Industry Retail
Experience
Columbus Consulting International January 2014 - Present
Columbus Consulting International February 2012 - Present
Columbus Consulting International 2011 - 2011
Harbor Freight Tools November 2009 - October 2010
JC Penney November 2001 - April 2009
Claire's Accessories August 1999 - October 2001
Victoria's Secret October 1986 - July 1999
Peat Marwick 1981 - 1983
Skills
Retail, Inventory Management, Planning, Allocation, Team Building, Change Management, Stores, Replenishment, Forecasting, Process Improvement, P&L, Assortment, P&L Management, Strategic Planning, Motivation, Talent Developer, Merchandising, Organization &..., Asset Allocation, Strategy, Merchandise Planning, Inventory Control, Profit, Multi-channel Retail, People Development, Financial Analysis, Competitive Analysis, Business Strategy, Succession Planning, Business Process..., Cross-functional Team..., Coaching, Project Planning, CPFR, Income Statement, Supply Chain, Management, Pricing, Store Management, Demand Planning, Talent Management, Project Management, Fashion, Apparel, Time Management, Trend Analysis, Private Label, Visual Merchandising, Leadership, Business Process
Education
Villanova University 2011 — 2011
Certificate, Six Sigma Green Belt
Bowling Green State University 1977 — 1981
BSBA, Accounting
Columbus Consulting International January 2014 - Present
Columbus Consulting International February 2012 - Present
Columbus Consulting International 2011 - 2011
Harbor Freight Tools November 2009 - October 2010
JC Penney November 2001 - April 2009
Claire's Accessories August 1999 - October 2001
Victoria's Secret October 1986 - July 1999
Peat Marwick 1981 - 1983
Skills
Retail, Inventory Management, Planning, Allocation, Team Building, Change Management, Stores, Replenishment, Forecasting, Process Improvement, P&L, Assortment, P&L Management, Strategic Planning, Motivation, Talent Developer, Merchandising, Organization &..., Asset Allocation, Strategy, Merchandise Planning, Inventory Control, Profit, Multi-channel Retail, People Development, Financial Analysis, Competitive Analysis, Business Strategy, Succession Planning, Business Process..., Cross-functional Team..., Coaching, Project Planning, CPFR, Income Statement, Supply Chain, Management, Pricing, Store Management, Demand Planning, Talent Management, Project Management, Fashion, Apparel, Time Management, Trend Analysis, Private Label, Visual Merchandising, Leadership, Business Process
Education
Villanova University 2011 — 2011
Certificate, Six Sigma Green Belt
Bowling Green State University 1977 — 1981
BSBA, Accounting
Richard Kearney's Peat Marwick Experience June 1970 - October 1981
Job CPA
Industry Accounting
Experience
Richard B. Kearney, CPA January 1992 - Present
Motiv Technology, Inc. June 2003 - December 2010
Cannondale Corporation 1987 - 1991
Peat Marwick June 1970 - October 1981
Skills
GAAP, Tax Preparation, Corporate Tax, Auditing, Internal Controls, Tax Accounting, US GAAP, Financial Accounting, QuickBooks, General Ledger, Financial Statements, Revenue Recognition, Accountants
Education
Georgetown University 1966 — 1970
BSBA, Accounting
Richard B. Kearney, CPA January 1992 - Present
Motiv Technology, Inc. June 2003 - December 2010
Cannondale Corporation 1987 - 1991
Peat Marwick June 1970 - October 1981
Skills
GAAP, Tax Preparation, Corporate Tax, Auditing, Internal Controls, Tax Accounting, US GAAP, Financial Accounting, QuickBooks, General Ledger, Financial Statements, Revenue Recognition, Accountants
Education
Georgetown University 1966 — 1970
BSBA, Accounting
Jayne Kim's Peat Marwick Experience 1985 - 1986
Job Executive Recruiter at Phillips DiPisa
Industry Hospital & Health Care
Experience
Phillips DiPisa 1995 - Present
Price Waterhouse Coopers 1987 - 1988
coopers & lybrand 1986 - 1987
PricewaterhouseCoopers 1986 - 1987
peat marwick 1985 - 1986
Skills
Healthcare, Physicians, Healthcare Industry, Healthcare Consulting, Healthcare Management, Applicant Tracking..., Recruiting, Talent Acquisition, Executive Search, Onboarding, Management Consulting, Revenue Cycle
Education
Columbia University Mailman School of Public Health 1984 — 1985
MPH, Hospital Administration
University of Vermont
Phillips DiPisa 1995 - Present
Price Waterhouse Coopers 1987 - 1988
coopers & lybrand 1986 - 1987
PricewaterhouseCoopers 1986 - 1987
peat marwick 1985 - 1986
Skills
Healthcare, Physicians, Healthcare Industry, Healthcare Consulting, Healthcare Management, Applicant Tracking..., Recruiting, Talent Acquisition, Executive Search, Onboarding, Management Consulting, Revenue Cycle
Education
Columbia University Mailman School of Public Health 1984 — 1985
MPH, Hospital Administration
University of Vermont
Howard A. Minsky's Peat Marwick Experience 1968 - 1971
Job Partner at Lester, Minsky & Berzak, P.C.
Industry Accounting
Experience
Schooler, Weinstein, Minsky & Lester, P.C. January 1975 - Present
Lester, Minsky & Berzak, P.C. January 1975 - Present
Peat Marwick 1968 - 1971
Education
Fordham University School of Law 1967 — 1972
J.D.
Baruch College, City University of New York (CUNY) 1963 — 1967
B.B.A., Accounting
Schooler, Weinstein, Minsky & Lester, P.C. January 1975 - Present
Lester, Minsky & Berzak, P.C. January 1975 - Present
Peat Marwick 1968 - 1971
Education
Fordham University School of Law 1967 — 1972
J.D.
Baruch College, City University of New York (CUNY) 1963 — 1967
B.B.A., Accounting
Allen Holter's Peat Marwick Experience December 1979 - June 1987
Job Managing Director at PricewaterhouseCoopers
Industry Information Technology and Services
Experience
PricewaterhouseCoopers July 2010 - Present
Cogence Business Solutions, Inc. June 2009 - July 2010
BearingPoint February 2000 - June 2009
KPMG Peat Marwick July 1987 - February 2000
Peat Marwick December 1979 - June 1987
Keydata Corporation March 1977 - December 1979
Electronic Data Systems January 1975 - November 1976
Skills
Program Management, SDLC, Technical Recruiting, Project Management, P&L Management
Education
California State University-Fullerton 2009 — 2010
Certificate, Professional Fiduciary Management for Trustees and Conservators
University of Pennsylvania - The Wharton School 1971 — 1974
BS, Economics
PricewaterhouseCoopers July 2010 - Present
Cogence Business Solutions, Inc. June 2009 - July 2010
BearingPoint February 2000 - June 2009
KPMG Peat Marwick July 1987 - February 2000
Peat Marwick December 1979 - June 1987
Keydata Corporation March 1977 - December 1979
Electronic Data Systems January 1975 - November 1976
Skills
Program Management, SDLC, Technical Recruiting, Project Management, P&L Management
Education
California State University-Fullerton 2009 — 2010
Certificate, Professional Fiduciary Management for Trustees and Conservators
University of Pennsylvania - The Wharton School 1971 — 1974
BS, Economics
Deborah Hoskins's Peat Marwick Experience 1982 - 1986
Job Vice President, Finance at Hunterdon Healthcare System
Industry Hospital & Health Care
Experience
Hunterdon Healthcare System April 2013 - Present
Hunterdon Medical Center June 1998 - April 2013
FirstHealth of the Carolinas November 1994 - May 1998
Community General Hospital October 1988 - November 1994
Rehab Hospital of York 1986 - 1988
Peat Marwick 1982 - 1986
Skills
Healthcare Management
Education
Penn State University 1985 — 1990
MPA, Healthcare
Elizabethtown College 1978 — 1982
BS, Accounting
hunterdon central hs
hunterdon central hs
Hunterdon Healthcare System April 2013 - Present
Hunterdon Medical Center June 1998 - April 2013
FirstHealth of the Carolinas November 1994 - May 1998
Community General Hospital October 1988 - November 1994
Rehab Hospital of York 1986 - 1988
Peat Marwick 1982 - 1986
Skills
Healthcare Management
Education
Penn State University 1985 — 1990
MPA, Healthcare
Elizabethtown College 1978 — 1982
BS, Accounting
hunterdon central hs
hunterdon central hs
Sheldon Fleck's Peat Marwick Experience January 1976 - September 1976
Job Owner, York Investments
Industry Venture Capital & Private Equity
Experience
York Investments LawyerGray Plant MootyJune 1977 - December 1981
Peat Marwick January 1976 - September 1976
Ernst & Ernst (CPAs) June 1972 - August 1973
Education
New York University School of Law 1976 — 1977
LL.M., Tax Law
Drake University Law School 1973 — 1975
J.D.
University of Iowa 1968 — 1972
B.B.A., Accounting
York Investments LawyerGray Plant MootyJune 1977 - December 1981
Peat Marwick January 1976 - September 1976
Ernst & Ernst (CPAs) June 1972 - August 1973
Education
New York University School of Law 1976 — 1977
LL.M., Tax Law
Drake University Law School 1973 — 1975
J.D.
University of Iowa 1968 — 1972
B.B.A., Accounting
Timothy Streid's Peat Marwick Experience September 1988 - May 1989
Job President, Macro Wealth Management, Inc.
Industry Financial Services
Experience
Macro Wealth Management, Inc. February 2007 - Present
Wealth Designs, Inc. July 1994 - Present
Prudential Financial June 1989 - June 1994
Peat Marwick September 1988 - May 1989
Skills
Financial Analysis, Strategic Planning, Business Strategy, Public Speaking, Retirement Planning, Investments, Retirement, Small Business, Accounting, Tax, Business Planning, Estate Planning, Insurance, Dentistry, Mutual Funds, Loans, Microsoft Office, Project Management, Business Development, Strategic Financial..., Banking, Asset Management, Wealth Management, Income Tax, Investment Advisory, Finance, Due Diligence, Disability Insurance, Tax Preparation, Financial Planners, Mortgage Lending, Term Life Insurance, Financial Planning
Education
Eastern Illinois University 1980 — 1984
B.S., Accounting
Macro Wealth Management, Inc. February 2007 - Present
Wealth Designs, Inc. July 1994 - Present
Prudential Financial June 1989 - June 1994
Peat Marwick September 1988 - May 1989
Skills
Financial Analysis, Strategic Planning, Business Strategy, Public Speaking, Retirement Planning, Investments, Retirement, Small Business, Accounting, Tax, Business Planning, Estate Planning, Insurance, Dentistry, Mutual Funds, Loans, Microsoft Office, Project Management, Business Development, Strategic Financial..., Banking, Asset Management, Wealth Management, Income Tax, Investment Advisory, Finance, Due Diligence, Disability Insurance, Tax Preparation, Financial Planners, Mortgage Lending, Term Life Insurance, Financial Planning
Education
Eastern Illinois University 1980 — 1984
B.S., Accounting
Carl Desmarais's Peat Marwick Experience 1979 - 1983
Job Principal at O'Connor & Desmarais, P.C.
Industry Accounting
Experience
O'Connor & Desmarais, P.C. November 1983 - Present
Peat Marwick 1979 - 1983
Skills
Sales Management, Finance, Strategic Planning, Tax, Financial Analysis, Customer Service, CPA, Team Building, Accountants
Education
Belmont Abbey College 1974 — 1978
BA, Accounting
O'Connor & Desmarais, P.C. November 1983 - Present
Peat Marwick 1979 - 1983
Skills
Sales Management, Finance, Strategic Planning, Tax, Financial Analysis, Customer Service, CPA, Team Building, Accountants
Education
Belmont Abbey College 1974 — 1978
BA, Accounting
Faith Scott, FACHE's Peat Marwick Experience 1984 - 1985
Job President & CEO at Visting Nurse Association of Northern New Jersey
Industry Health, Wellness and Fitness
Experience
Visiting Nurse Association of Northern New Jersey August 1990 - Present
Englewood Hospital and Medical Center 1987 - 1990
Peat Marwick 1984 - 1985
Skills
Non-profits, Research, Event Planning, Healthcare Management, Leadership Development, Program Development, Managed Care, Home Care, Pharmaceutical Industry, Strategic Planning, Fundraising, Teaching, Nursing, Team Building, Credentialing, Revenue Cycle, Microsoft Office, HIPAA, PowerPoint, Coaching, Clinical Research, Healthcare, Hospitals, Healthcare Consulting, Leadership, Healthcare Industry, Medicare
Education
Rutgers Business School
MBA, Finance, General
Boston College
Nursing Science, Magna Cum Laude
Columbia University in the City of New York
Master of Public Health (MPH), Health/Health Care Administration/Management
School name:
Visiting Nurse Association of Northern New Jersey August 1990 - Present
Englewood Hospital and Medical Center 1987 - 1990
Peat Marwick 1984 - 1985
Skills
Non-profits, Research, Event Planning, Healthcare Management, Leadership Development, Program Development, Managed Care, Home Care, Pharmaceutical Industry, Strategic Planning, Fundraising, Teaching, Nursing, Team Building, Credentialing, Revenue Cycle, Microsoft Office, HIPAA, PowerPoint, Coaching, Clinical Research, Healthcare, Hospitals, Healthcare Consulting, Leadership, Healthcare Industry, Medicare
Education
Rutgers Business School
MBA, Finance, General
Boston College
Nursing Science, Magna Cum Laude
Columbia University in the City of New York
Master of Public Health (MPH), Health/Health Care Administration/Management
School name:
Lisa Hoverson's Peat Marwick Experience January 1985 - April 1985
Job
Industry Marketing and Advertising
Experience
The Image Group July 2005 - Present
Weber O'Brien, Ltd February 2000 - July 2005
PricewaterhouseCoopers Limited October 1998 - February 2000
Matrix Technologies, Inc. June 1993 - October 1998
New Horizons Baking Company April 1989 - June 1993
KMPG Peat Marwick January 1986 - April 1989
Peat Marwick January 1985 - April 1985
Skills
Accounting, CPA, Internal Controls, Tax, Corporate Tax, Financial Reporting, Financial Accounting, General Ledger, Accounts Payable, Financial Statements, Tax Preparation, Accounts Receivable, Tax Accounting, Finance
Education
Bowling Green State University 1982 — 1986
BSBA, Accounting
The Image Group July 2005 - Present
Weber O'Brien, Ltd February 2000 - July 2005
PricewaterhouseCoopers Limited October 1998 - February 2000
Matrix Technologies, Inc. June 1993 - October 1998
New Horizons Baking Company April 1989 - June 1993
KMPG Peat Marwick January 1986 - April 1989
Peat Marwick January 1985 - April 1985
Skills
Accounting, CPA, Internal Controls, Tax, Corporate Tax, Financial Reporting, Financial Accounting, General Ledger, Accounts Payable, Financial Statements, Tax Preparation, Accounts Receivable, Tax Accounting, Finance
Education
Bowling Green State University 1982 — 1986
BSBA, Accounting
Steve Salvo's Peat Marwick Experience August 1980 - August 1982
Job Sr. Dist. Engineer at Metropolitan Life Insurance Company
Industry Insurance
Experience
Metropolitan Life Insurance Company January 1989 - August 2015
Telecommunications Business Systems Inc. August 1982 - January 1989
Peat Marwick August 1980 - August 1982
Telstat Systems Inc June 1979 - August 1980
Skills
Enterprise Architecture, Disaster Recovery, IT Strategy, SDLC, Vendor Management, IT Management, PMO, Integration, Business Analysis, ITIL, Requirements Analysis, IT Operations, PMP, Visio, Data Center, Project Portfolio..., Software Project..., Infrastructure, Risk Management, Solution Architecture, Requirements Gathering, Unix, Business Intelligence, IT Service Management, Systems Analysis, Business Process, Incident Management, Virtualization, NIMS, Servers, Information Technology, Data Warehousing, Databases, Software Development, Unix Operating Systems, Firefighting, Operating Systems, AIX, Storage Area Networks, Business Continuity, SharePoint, Governance, Security, SOA, IBM Servers, DB2, High Availability, Mircosoft Office Suite
Education
Baruch College, City University of New York (CUNY) 1975 — 1997
Bachelor of Business Administration (B.B.A.), Computer Science
Pace University 1987 — 1989
Certificate in Computer Communications and Networking, Communications and Networking
Pace University 1986 — 1989
Master of Science (MS), Computer Science
Pace University 1981 — 1985
Master of Business Administration (MBA), Management Information Systems, General
Metropolitan Life Insurance Company January 1989 - August 2015
Telecommunications Business Systems Inc. August 1982 - January 1989
Peat Marwick August 1980 - August 1982
Telstat Systems Inc June 1979 - August 1980
Skills
Enterprise Architecture, Disaster Recovery, IT Strategy, SDLC, Vendor Management, IT Management, PMO, Integration, Business Analysis, ITIL, Requirements Analysis, IT Operations, PMP, Visio, Data Center, Project Portfolio..., Software Project..., Infrastructure, Risk Management, Solution Architecture, Requirements Gathering, Unix, Business Intelligence, IT Service Management, Systems Analysis, Business Process, Incident Management, Virtualization, NIMS, Servers, Information Technology, Data Warehousing, Databases, Software Development, Unix Operating Systems, Firefighting, Operating Systems, AIX, Storage Area Networks, Business Continuity, SharePoint, Governance, Security, SOA, IBM Servers, DB2, High Availability, Mircosoft Office Suite
Education
Baruch College, City University of New York (CUNY) 1975 — 1997
Bachelor of Business Administration (B.B.A.), Computer Science
Pace University 1987 — 1989
Certificate in Computer Communications and Networking, Communications and Networking
Pace University 1986 — 1989
Master of Science (MS), Computer Science
Pace University 1981 — 1985
Master of Business Administration (MBA), Management Information Systems, General
Jeff Boutelle's Peat Marwick Experience 1985 - 1988
Job President & CEO BeechNut Nutrition Company
Industry Consumer Goods
Experience
Beech-Nut Nutrition Company June 2012 - Present
Abbott Nutrition October 2010 - June 2012
Abbott Nutrition August 2007 - October 2010
Abbott Nutrition February 2007 - August 2007
University Hospitals of Cleveland April 2005 - February 2007
Henry Rak Consulting Partners 2004 - 2005
Nestle USA 1999 - 2003
Procter & Gamble 1992 - 1999
Ernst & Young 1988 - 1990
Peat Marwick 1985 - 1988
Skills
Leadership, Marketing, Marketing Strategy, Customer Insight, Team Building, Cross-functional Team..., Strategy, Pharmaceutical Industry, Consumer Products, Sales Operations, Trade Marketing, P&L Management, Management, Brand Management, Strategic Planning, Market Planning, Product Launch, Competitive Analysis, Product Development, Shopper Marketing, Business Development, Forecasting
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, General
Bowling Green State University 1981 — 1985
Bachelor of Science in Business Administration, Accounting & MIS
Ridge St. Elementary
Beech-Nut Nutrition Company June 2012 - Present
Abbott Nutrition October 2010 - June 2012
Abbott Nutrition August 2007 - October 2010
Abbott Nutrition February 2007 - August 2007
University Hospitals of Cleveland April 2005 - February 2007
Henry Rak Consulting Partners 2004 - 2005
Nestle USA 1999 - 2003
Procter & Gamble 1992 - 1999
Ernst & Young 1988 - 1990
Peat Marwick 1985 - 1988
Skills
Leadership, Marketing, Marketing Strategy, Customer Insight, Team Building, Cross-functional Team..., Strategy, Pharmaceutical Industry, Consumer Products, Sales Operations, Trade Marketing, P&L Management, Management, Brand Management, Strategic Planning, Market Planning, Product Launch, Competitive Analysis, Product Development, Shopper Marketing, Business Development, Forecasting
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, General
Bowling Green State University 1981 — 1985
Bachelor of Science in Business Administration, Accounting & MIS
Ridge St. Elementary
Brad Wartman's Peat Marwick Experience 1987 - 1988
Job Attorney at Peter Andjelkovich & Associates
Industry Law Practice
Experience
Peter Andjelkovich & Associates 1988 - Present
Peat Marwick 1987 - 1988
Education
John Marshall Law School 1984 — 1987
Juris Doctor, Law
Chicago State University 1978 — 1983
BS, Accounting/Finance
Peter Andjelkovich & Associates 1988 - Present
Peat Marwick 1987 - 1988
Education
John Marshall Law School 1984 — 1987
Juris Doctor, Law
Chicago State University 1978 — 1983
BS, Accounting/Finance
David Yocum's Peat Marwick Experience June 1983 - August 1984
Job Estates Director at Hilton & Hyland
Industry Real Estate
Experience
Hilton & Hyland February 2014 - Present
Coldwell Banker Beverly Hills January 2003 - February 2014
William Morris Agency August 1987 - September 2002
Warner Music Group July 1985 - August 1987
Peat Marwick June 1983 - August 1984
Skills
Short Sales, Real Estate, Foreclosures, First Time Home Buyers, Condos, REO, Relocation, Listings, Real Estate Transactions, New Home Sales, Real Property, Property Management, Townhomes
Education
Claremont McKenna College
Bachelor Science, Economics, Political Science
Hilton & Hyland February 2014 - Present
Coldwell Banker Beverly Hills January 2003 - February 2014
William Morris Agency August 1987 - September 2002
Warner Music Group July 1985 - August 1987
Peat Marwick June 1983 - August 1984
Skills
Short Sales, Real Estate, Foreclosures, First Time Home Buyers, Condos, REO, Relocation, Listings, Real Estate Transactions, New Home Sales, Real Property, Property Management, Townhomes
Education
Claremont McKenna College
Bachelor Science, Economics, Political Science
Mary Ann Elston's Peat Marwick Experience June 1985 - July 1986
Job Owner, Kitchen & Bath Cottage
Industry Design
Experience
Kitchen & Bath Cottage June 2001 - Present
Mary Ann Elston Photography October 1986 - Present
Terry M. Elston, Builder April 1998 - Present
American General Life Companies July 1986 - April 1988
Peat Marwick June 1985 - July 1986
Skills
Portraits, Portrait Photography, Wedding Photography, Photography, Seniors, Fine Art Photography, Weddings, Event Photography, Tiles, Cabinetry, Lighting, Art, Interior Design, Renovation, Photos, Plumbing, Digital Photography, Furnishings
Education
Louisiana State University 1982 — 1985
BS, Accounting
Art Institute of Houston 1986 — 1987
Associate of Arts (A.A.), Photography
Kitchen & Bath Cottage June 2001 - Present
Mary Ann Elston Photography October 1986 - Present
Terry M. Elston, Builder April 1998 - Present
American General Life Companies July 1986 - April 1988
Peat Marwick June 1985 - July 1986
Skills
Portraits, Portrait Photography, Wedding Photography, Photography, Seniors, Fine Art Photography, Weddings, Event Photography, Tiles, Cabinetry, Lighting, Art, Interior Design, Renovation, Photos, Plumbing, Digital Photography, Furnishings
Education
Louisiana State University 1982 — 1985
BS, Accounting
Art Institute of Houston 1986 — 1987
Associate of Arts (A.A.), Photography
Cyndi Stevenson's Peat Marwick Experience June 1981 - June 1983
Job Representative Florida HD 17, CPA,
Industry Government Administration
Experience
St. Johns County, Florida April 2015 - Present
St. Johns County 2004 - Present
St. Johns County November 2004 - January 2015
KPMG US March 1985 - August 1988
Peat Marwick June 1981 - June 1983
Tip Top Printing Company 1976 - 1981
Skills
Corporate Finance, Auditing, Public Services, Bike and Pedestrian..., Government Finance, Transportation Policy, Regional Planning..., Community Visioning, Water Policy, Community Relations, Local Politica, Intergovernmental..., Transportation, Community Development, Economic Development, Policy, Management, Intergovernmental..., Research, Strategic Planning, Policy Analysis, Zoning, Public Speaking, Public Finance, Council, Budgets, Land Use, Bicycle, Public Relations, Project Planning, Land Use Planning, Regional Planning, Government, Non-profits, Long Range Planning, Environmental Awareness, Event Planning, Community Outreach, Managerial Finance, Contract Negotiation, Fundraising, Analysis, Entitlements, Legislation, Nonprofits, Leadership, Administration, Local Government, Politics, Team Building
Education
Stetson University
Bachelor of Business Administration (BBA), Accounting
Daytona Beach Community College 1978 — 1979
St. Johns County, Florida April 2015 - Present
St. Johns County 2004 - Present
St. Johns County November 2004 - January 2015
KPMG US March 1985 - August 1988
Peat Marwick June 1981 - June 1983
Tip Top Printing Company 1976 - 1981
Skills
Corporate Finance, Auditing, Public Services, Bike and Pedestrian..., Government Finance, Transportation Policy, Regional Planning..., Community Visioning, Water Policy, Community Relations, Local Politica, Intergovernmental..., Transportation, Community Development, Economic Development, Policy, Management, Intergovernmental..., Research, Strategic Planning, Policy Analysis, Zoning, Public Speaking, Public Finance, Council, Budgets, Land Use, Bicycle, Public Relations, Project Planning, Land Use Planning, Regional Planning, Government, Non-profits, Long Range Planning, Environmental Awareness, Event Planning, Community Outreach, Managerial Finance, Contract Negotiation, Fundraising, Analysis, Entitlements, Legislation, Nonprofits, Leadership, Administration, Local Government, Politics, Team Building
Education
Stetson University
Bachelor of Business Administration (BBA), Accounting
Daytona Beach Community College 1978 — 1979
Al Betts's Peat Marwick Experience June 1973 - April 1976
Job Retired and enjoying new adventures as a Husband, Grandfather, Friend and Volunteer
Industry International Trade and Development
Experience
Retired and enjoying new adventures April 2015 - Present
International Trade Administration March 2011 - April 2015
U.S. Commercial Service May 1998 - March 2011
NTIS May 1979 - May 1998
Peace Corps March 1976 - May 1979
Peat Marwick June 1973 - April 1976
US Government Accountability Office June 1970 - June 1973
Skills
Program Management, International Project..., Project Management, Government, Economic Development, Policy Analysis, Capacity Building, International Trade, Proposal Writing, Project Planning, Business Analysis, Business Strategy, Strategic Partnerships, Strategic Planning, International Relations, Strategy, International..., International Business, Public Policy, Management, Analysis, Market Research, Economics, Foreign Policy
Education
The George Washington University 2006 — 2009
Management Certificate, Project Management
The George Washington University - School of Business 1970 — 1972
MBA, Information Technology
Delaware State University 1967 — 1970
BS, Accounting, Business Administration, Economics, Math
Retired and enjoying new adventures April 2015 - Present
International Trade Administration March 2011 - April 2015
U.S. Commercial Service May 1998 - March 2011
NTIS May 1979 - May 1998
Peace Corps March 1976 - May 1979
Peat Marwick June 1973 - April 1976
US Government Accountability Office June 1970 - June 1973
Skills
Program Management, International Project..., Project Management, Government, Economic Development, Policy Analysis, Capacity Building, International Trade, Proposal Writing, Project Planning, Business Analysis, Business Strategy, Strategic Partnerships, Strategic Planning, International Relations, Strategy, International..., International Business, Public Policy, Management, Analysis, Market Research, Economics, Foreign Policy
Education
The George Washington University 2006 — 2009
Management Certificate, Project Management
The George Washington University - School of Business 1970 — 1972
MBA, Information Technology
Delaware State University 1967 — 1970
BS, Accounting, Business Administration, Economics, Math
Michael Finuccio's Peat Marwick Experience August 1982 - December 1983
Job Owner, Michael V. Finuccio, P.A., CPA's
Industry Accounting
Experience
Michael V. Finuccio, P.A., CPA's April 2001 - Present
Mallah Furman April 1987 - April 2001
Grant Thornton LLP January 1984 - April 1987
Peat Marwick August 1982 - December 1983
Skills
Accounting, Tax, Bookkeeping, Income Tax, Quickbooks, Tax Compliance, Litigation Support, Financial Accounting, S Corporations, VAT, Fixed Assets, Journal Entries, Partnership Taxation, Internal Controls, Payroll Taxes, QuickBooks, Account Reconciliation, Preparation, Sales Tax, Tax Research, General Ledger, Tax Advisory, Tax Returns, Corporate Tax, Tax Preparation, Accountants, Forensic Accounting, GAAP, Auditing, Tax Accounting, CPA, Teamwork, Business Valuation, Year End Accounts, Business Advisory, Cash Flow, Cash Flow Forecasting, MYOB, Small Business, Peachtree, Financial Statements, Sage, Accruals, Bank Reconciliation, LLC, IRS, Financial Reporting, Balance, Assurance, Estate Tax Planning
Education
Florida International University 1986 — 1988
Master of Science in Taxation, Taxation
University of Miami 1979 — 1982
Bachelor of Business Adm., Accounting
Michael V. Finuccio, P.A., CPA's April 2001 - Present
Mallah Furman April 1987 - April 2001
Grant Thornton LLP January 1984 - April 1987
Peat Marwick August 1982 - December 1983
Skills
Accounting, Tax, Bookkeeping, Income Tax, Quickbooks, Tax Compliance, Litigation Support, Financial Accounting, S Corporations, VAT, Fixed Assets, Journal Entries, Partnership Taxation, Internal Controls, Payroll Taxes, QuickBooks, Account Reconciliation, Preparation, Sales Tax, Tax Research, General Ledger, Tax Advisory, Tax Returns, Corporate Tax, Tax Preparation, Accountants, Forensic Accounting, GAAP, Auditing, Tax Accounting, CPA, Teamwork, Business Valuation, Year End Accounts, Business Advisory, Cash Flow, Cash Flow Forecasting, MYOB, Small Business, Peachtree, Financial Statements, Sage, Accruals, Bank Reconciliation, LLC, IRS, Financial Reporting, Balance, Assurance, Estate Tax Planning
Education
Florida International University 1986 — 1988
Master of Science in Taxation, Taxation
University of Miami 1979 — 1982
Bachelor of Business Adm., Accounting
Bernadette Hardcastle's Peat Marwick Experience August 1981 - November 1986
Job Bernadette Rollins Hardcastle CPA PLLC
Industry Accounting
Experience
Bernadette Rollins Hardcastle CPA PLLC November 2011 - Present
Knopp & Hardcastle P.C. August 2000 - November 2011
Peat Marwick August 1981 - November 1986
Skills
Tax Returns, Income Tax, Tax, Partnership Taxation, Accounting, Corporate Tax, Small Business, Estate Tax Planning, Trusts, Estate Planning, Tax Research, Strategic Financial..., Sales Tax, Financial Planners, QuickBooks, Financial Accounting, IRS, Forensic Accounting, Accountants, Preparation, Tax Law, Tax Accounting, CPA, High Net Worth..., LLC, Payroll Taxes, S Corporations
Education
Corpus Christi State University 1975 — 1981
B.A., Psychology
Del Mar College 1970 — 1974
Associate of Arts (A.A.), Music
Bernadette Rollins Hardcastle CPA PLLC November 2011 - Present
Knopp & Hardcastle P.C. August 2000 - November 2011
Peat Marwick August 1981 - November 1986
Skills
Tax Returns, Income Tax, Tax, Partnership Taxation, Accounting, Corporate Tax, Small Business, Estate Tax Planning, Trusts, Estate Planning, Tax Research, Strategic Financial..., Sales Tax, Financial Planners, QuickBooks, Financial Accounting, IRS, Forensic Accounting, Accountants, Preparation, Tax Law, Tax Accounting, CPA, High Net Worth..., LLC, Payroll Taxes, S Corporations
Education
Corpus Christi State University 1975 — 1981
B.A., Psychology
Del Mar College 1970 — 1974
Associate of Arts (A.A.), Music
Cindy Chastain's Peat Marwick Experience 1981 - 1984
Job Accounting Specialist at Woodlands Bookkeeping Solutions
Industry Accounting
Experience
Woodlands Bookkeeping Solutions April 2011 - Present
Chastain Petroleum Resources, Inc 1992 - Present
Faith Bible Church November 2001 - March 2011
Grace School of Theology 2002 - 2010
Pasquale's of Jackson, Inc. 1995 - 1999
Hederman Brothers 1984 - 1986
Peat Marwick 1981 - 1984
University of Mississippi 1980 - 1981
Thomas P. May, CPA Firm 1978 - 1980
Education
Central Piedmont Community College
Accounting
Hinds Community College
General Studies
University of Mississippi
Business
Woodlands Bookkeeping Solutions April 2011 - Present
Chastain Petroleum Resources, Inc 1992 - Present
Faith Bible Church November 2001 - March 2011
Grace School of Theology 2002 - 2010
Pasquale's of Jackson, Inc. 1995 - 1999
Hederman Brothers 1984 - 1986
Peat Marwick 1981 - 1984
University of Mississippi 1980 - 1981
Thomas P. May, CPA Firm 1978 - 1980
Education
Central Piedmont Community College
Accounting
Hinds Community College
General Studies
University of Mississippi
Business
Mary Ellen Sampson's Peat Marwick Experience July 1979 - April 1982
Job Independent Accounting Professional
Industry Accounting
Experience
Lake Drive Foundation August 2007 - Present
Medical Needs Foundation January 2000 - December 2012
Citibank, N May 1982 - January 1986
Branch Processing Centers January 1982 - January 1984
Peat, Marwick July 1979 - April 1982
Skills
Auditing, Financial Reporting, Financial Audits, Accounting, Internal Controls, Financial Analysis, Financial Statements, Tax Preparation, Budgets, QuickBooks, Strategic Financial..., Managerial Finance, Internal Audit, Banking, Business Planning, Corporate Finance, Financial Planning, GAAP, Mergers, Risk Management, Small Business, Tax
Education
Fordham University 1975 — 1979
Bachelor of Science, Accounting
Sacred Heart Academy 1971 — 1975
High School
Lake Drive Foundation August 2007 - Present
Medical Needs Foundation January 2000 - December 2012
Citibank, N May 1982 - January 1986
Branch Processing Centers January 1982 - January 1984
Peat, Marwick July 1979 - April 1982
Skills
Auditing, Financial Reporting, Financial Audits, Accounting, Internal Controls, Financial Analysis, Financial Statements, Tax Preparation, Budgets, QuickBooks, Strategic Financial..., Managerial Finance, Internal Audit, Banking, Business Planning, Corporate Finance, Financial Planning, GAAP, Mergers, Risk Management, Small Business, Tax
Education
Fordham University 1975 — 1979
Bachelor of Science, Accounting
Sacred Heart Academy 1971 — 1975
High School
Dennis Donohue's Peat Marwick Experience January 1969 - January 1973
Job Performing Accounting Services on Contract basis
Industry Accounting
Experience
Accounting Consultant August 2012 - Present
Hillel Day School Boca Raton January 2012 - August 2012
BERKMAN May 2005 - August 2011
The Pool People, Inc October 2001 - April 2005
Streicher Mobile Fueling January 1997 - September 2001
Aquafilter Corporation January 1979 - January 1997
Peat, Marwick January 1969 - January 1973
Skills
Tax, Auditing, Accounting, Accounts Receivable, QuickBooks
Education
Drexel University 1964 — 1969
Bachelor of Science, Business Administration; Accounting
Accounting Consultant August 2012 - Present
Hillel Day School Boca Raton January 2012 - August 2012
BERKMAN May 2005 - August 2011
The Pool People, Inc October 2001 - April 2005
Streicher Mobile Fueling January 1997 - September 2001
Aquafilter Corporation January 1979 - January 1997
Peat, Marwick January 1969 - January 1973
Skills
Tax, Auditing, Accounting, Accounts Receivable, QuickBooks
Education
Drexel University 1964 — 1969
Bachelor of Science, Business Administration; Accounting
Janet Kehe's Peat Marwick Experience 1983 - 1986
Job Controller
Industry Accounting
Experience
Artistry Ltd. February 2013 - Present
HBG Health December 2011 - February 2013
Leslie J. Kotrba, Inc. November 2002 - December 2011
Drake University 1990 - 1996
Levy Home Entertainment 1986 - 1990
Peat Marwick 1983 - 1986
Skills
Payroll, Financial Analysis, Accounts Payable, Strategic Financial..., Cash Flow, Office Management, Tax Accounting, General Ledger, Accounting, Accounts Receivable, Budgets, Financial Planning, Management
Education
Northern Illinois University
Master of Business Administration (MBA), Business/Commerce, General
Drake University 1979 — 1983
Bachelor of Science (B.S.), Accounting
Artistry Ltd. February 2013 - Present
HBG Health December 2011 - February 2013
Leslie J. Kotrba, Inc. November 2002 - December 2011
Drake University 1990 - 1996
Levy Home Entertainment 1986 - 1990
Peat Marwick 1983 - 1986
Skills
Payroll, Financial Analysis, Accounts Payable, Strategic Financial..., Cash Flow, Office Management, Tax Accounting, General Ledger, Accounting, Accounts Receivable, Budgets, Financial Planning, Management
Education
Northern Illinois University
Master of Business Administration (MBA), Business/Commerce, General
Drake University 1979 — 1983
Bachelor of Science (B.S.), Accounting
Lynne Barry Dolan's Peat Marwick Experience 1981 - 1984
Job Attorney at Blish & Cavanagh
Industry Law Practice
Experience
Blish & Cavanagh September 2009 - Present
Ratcliffe Burke Harten & Elias 2007 - 2009
Lynne Barry Dolan, Esq. 1999 - 2007
Edwards & Angell 1997 - 1999
Lynne Barry Dolan, Esq. 1995 - 1997
Hinckley, Allen & Snyder LLP 1987 - 1995
Peat Marwick 1981 - 1984
Skills
Litigation, Legal Research, Commercial Litigation, Civil Litigation, Legal Writing, Personal Injury, Corporate Law, Courts, Trial Practice, Mediation, Family Law, Wills, Criminal Defense, Legal Assistance, Estate Planning, Business Litigation
Education
Georgetown University Law Center 1984 — 1987
Doctor of Law (J.D.), Law
University of Virginia 1979 — 1981
Bachelor of Science (B.S.), Accounting and Economics
Blish & Cavanagh September 2009 - Present
Ratcliffe Burke Harten & Elias 2007 - 2009
Lynne Barry Dolan, Esq. 1999 - 2007
Edwards & Angell 1997 - 1999
Lynne Barry Dolan, Esq. 1995 - 1997
Hinckley, Allen & Snyder LLP 1987 - 1995
Peat Marwick 1981 - 1984
Skills
Litigation, Legal Research, Commercial Litigation, Civil Litigation, Legal Writing, Personal Injury, Corporate Law, Courts, Trial Practice, Mediation, Family Law, Wills, Criminal Defense, Legal Assistance, Estate Planning, Business Litigation
Education
Georgetown University Law Center 1984 — 1987
Doctor of Law (J.D.), Law
University of Virginia 1979 — 1981
Bachelor of Science (B.S.), Accounting and Economics
Frank Prestopino's Peat Marwick Experience July 1976 - June 1983
Job Insurance Professional
Industry Insurance
Experience
Self employed - financial projects 2012 - Present
Rodney D. Young/Young America January 2004 - June 2012
Thaxton LIfe Partners March 1999 - November 2003
RSA July 1983 - June 1998
Peat Marwick July 1976 - June 1983
Skills
CPA, P&C Insurance, Project Management, Internal Audit, insurance accounting &..., reinsurance treaties, Senior financial..., MBA, Commutations & Loss..., College Professor, CFO/Controller, Auditing, Internal Controls, Budgets, Accounts Payable, Cash Management, Due Diligence, Accounting, Reinsurance, Property & Casualty..., Strategy, Process Improvement, Risk Management
Education
Pace University - Lubin School of Business 1973 — 1976
Master of Business Administration (MBA), Accounting
Fordham University 1965 — 1969
Bachelor's degree, Political Science and Government
Self employed - financial projects 2012 - Present
Rodney D. Young/Young America January 2004 - June 2012
Thaxton LIfe Partners March 1999 - November 2003
RSA July 1983 - June 1998
Peat Marwick July 1976 - June 1983
Skills
CPA, P&C Insurance, Project Management, Internal Audit, insurance accounting &..., reinsurance treaties, Senior financial..., MBA, Commutations & Loss..., College Professor, CFO/Controller, Auditing, Internal Controls, Budgets, Accounts Payable, Cash Management, Due Diligence, Accounting, Reinsurance, Property & Casualty..., Strategy, Process Improvement, Risk Management
Education
Pace University - Lubin School of Business 1973 — 1976
Master of Business Administration (MBA), Accounting
Fordham University 1965 — 1969
Bachelor's degree, Political Science and Government
Brad Ytterberg's Peat Marwick Experience June 1977 - December 1983
Job Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones December 1983 - Present
Peat Marwick June 1977 - December 1983
Skills
Series 7, Investments
Education
Northwestern University 1992 — 1994
Master of Business Administration (MBA)
Augustana College 1973 — 1977
Bachelor's degree
Edward Jones December 1983 - Present
Peat Marwick June 1977 - December 1983
Skills
Series 7, Investments
Education
Northwestern University 1992 — 1994
Master of Business Administration (MBA)
Augustana College 1973 — 1977
Bachelor's degree
Jo Batson's Peat Marwick Experience September 1988 - February 1990
Job Controller at Smith Group Asset Management
Industry Investment Management
Experience
Smith Group Asset Management June 2007 - Present
Intergraph February 1990 - June 1995
Peat Marwick September 1988 - February 1990
Skills
Self Motivated, Detail Oriented, Highly Organized &..., Experienced in Fiancial..., Work Well with Others
Education
Auburn University 1984 — 1988
Bachelor of Science in Business Administration, Accounting
Smith Group Asset Management June 2007 - Present
Intergraph February 1990 - June 1995
Peat Marwick September 1988 - February 1990
Skills
Self Motivated, Detail Oriented, Highly Organized &..., Experienced in Fiancial..., Work Well with Others
Education
Auburn University 1984 — 1988
Bachelor of Science in Business Administration, Accounting
Goclon Bob's Peat Marwick Experience July 1983 - January 1987
Job Lead Auditor at Iberdrola USA Management Corp.
Industry Utilities
Experience
Iberdrola USA Management Corp. February 1987 - Present
Peat Marwick July 1983 - January 1987
Skills
Internal Audit, Compliance, Customer Service, Utility Industry, Revenue Cycle, Internal Investigations, Sarbanes-Oxley, Records Management
Education
Clarkson University 1981 — 1983
Bachelor of Science (BS), Accounting
Mohawk Valley Community College 1979 — 1981
Associate of Science (A.S.), Accounting
Iberdrola USA Management Corp. February 1987 - Present
Peat Marwick July 1983 - January 1987
Skills
Internal Audit, Compliance, Customer Service, Utility Industry, Revenue Cycle, Internal Investigations, Sarbanes-Oxley, Records Management
Education
Clarkson University 1981 — 1983
Bachelor of Science (BS), Accounting
Mohawk Valley Community College 1979 — 1981
Associate of Science (A.S.), Accounting
Robert Jepsen's Peat Marwick Experience June 1951 - June 1953
Job Retired Hospital Executive
Industry Hospital & Health Care
Experience
Self-employed Responsible for all aspects of running a full service 250 bed major medical center.Chief ExecutiveCardinal Cushing HospitalJanuary 1979 - January 1994
St John of God Hospital June 1973 - June 1978
James Dunn CPA June 1965 - June 1970
Peat Marwick June 1951 - June 1953
Skills
Hospital...
Education
Boston College - Carroll School of Management 1973 — 1976
Master of Business Administration (MBA), Accounting and Finance
Boston College 1948 — 1952
Bachelor of Science (BS), Accounting
Boston English 1941 — 1944
High School
Self-employed Responsible for all aspects of running a full service 250 bed major medical center.Chief ExecutiveCardinal Cushing HospitalJanuary 1979 - January 1994
St John of God Hospital June 1973 - June 1978
James Dunn CPA June 1965 - June 1970
Peat Marwick June 1951 - June 1953
Skills
Hospital...
Education
Boston College - Carroll School of Management 1973 — 1976
Master of Business Administration (MBA), Accounting and Finance
Boston College 1948 — 1952
Bachelor of Science (BS), Accounting
Boston English 1941 — 1944
High School
John Scardina's Peat Marwick Experience May 1983 - April 1986
Job Executive Director, Independence at KPMG LLP
Industry Accounting
Experience
KPMG LLP February 2014 - Present
KPMG September 1999 - February 2014
KPMG US September 1993 - August 1999
KPMG US September 1990 - August 1993
KPMG US September 1988 - August 1990
Duns Marketing Services, A Division of Dunn and Bradstreet Corp May 1986 - August 1988
Peat Marwick May 1983 - April 1986
Skills
Certified Public..., Accounting, Variance Analysis, Financial Analysis, General Ledger, Account Reconciliation, Finance
Education
Fairleigh Dickinson University 1979 — 1983
Bachelor of Science (BS), Accounting
KPMG LLP February 2014 - Present
KPMG September 1999 - February 2014
KPMG US September 1993 - August 1999
KPMG US September 1990 - August 1993
KPMG US September 1988 - August 1990
Duns Marketing Services, A Division of Dunn and Bradstreet Corp May 1986 - August 1988
Peat Marwick May 1983 - April 1986
Skills
Certified Public..., Accounting, Variance Analysis, Financial Analysis, General Ledger, Account Reconciliation, Finance
Education
Fairleigh Dickinson University 1979 — 1983
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY