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
Cheryl McEachran Cheryl McEachran's Peat Marwick Experience June 1982 - September 1984
Job Operations Administrator at Entree Gold (US) Inc
Industry Mining & Metals
Experience
Entrée Gold Inc. April 2011 - Present
Golden Pilates April 2004 - December 2010
City of Central 2003 - 2004
Mile Hi Cablevision May 1991 - April 1993
Time Warner Cable January 1989 - May 1991
Time Warner Cable November 1984 - January 1989
Peat Marwick June 1982 - September 1984
Skills
Strategic Planning, Accounting, Auditing, Financial Reporting, Microsoft Office, Leadership Development, PowerPoint, Finance, Budgets, Team Building, Process Improvement, Project Planning, Analysis, New Business Development, Training
Education
University of Colorado Denver 1994 — 2000
MA, Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Accounting
Entrée Gold Inc. April 2011 - Present
Golden Pilates April 2004 - December 2010
City of Central 2003 - 2004
Mile Hi Cablevision May 1991 - April 1993
Time Warner Cable January 1989 - May 1991
Time Warner Cable November 1984 - January 1989
Peat Marwick June 1982 - September 1984
Skills
Strategic Planning, Accounting, Auditing, Financial Reporting, Microsoft Office, Leadership Development, PowerPoint, Finance, Budgets, Team Building, Process Improvement, Project Planning, Analysis, New Business Development, Training
Education
University of Colorado Denver 1994 — 2000
MA, Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Accounting
Ed Rylko Ed Rylko's Peat Marwick Experience 1980 - 1983
Job Principal at Rylko Consulting Services
Industry Nonprofit Organization Management
Experience
Rylko Consulting Services August 2015 - Present
College of DuPage August 2014 - August 2015
Emergency Nurses Association October 2011 - July 2014
Emergency Nurses Association January 2010 - July 2014
National Safety Council November 1999 - August 2009
Paladin Holdings, Inc. May 1996 - November 1999
Edward M. Rylko, CPA 1994 - 1996
First Commonwealth, Inc. 1989 - 1994
Peat Marwick 1980 - 1983
Skills
Accounting, Strategic Planning, Leadership, Employee Benefits, Strategy, Process Improvement, Training, Budgets, Management, Project Management, Nonprofits, Team Building, Finance, Strategic Financial..., Financial Reporting, Analysis, Social Media, Small Business, Team Leadership, Human Resources, Microsoft Office, Project Planning, Program Management, Financial Analysis, Financial Planning, Management Consulting, Change Management, Risk Management, Association Management, Budgeting, Public Speaking, Consulting
Education
The University of Chicago 1982 — 1987
MBA, Finance and Accounting
Loyola University Chicago 1977 — 1980
BBA, Public Accounting
Gordon Tech High School
Rylko Consulting Services August 2015 - Present
College of DuPage August 2014 - August 2015
Emergency Nurses Association October 2011 - July 2014
Emergency Nurses Association January 2010 - July 2014
National Safety Council November 1999 - August 2009
Paladin Holdings, Inc. May 1996 - November 1999
Edward M. Rylko, CPA 1994 - 1996
First Commonwealth, Inc. 1989 - 1994
Peat Marwick 1980 - 1983
Skills
Accounting, Strategic Planning, Leadership, Employee Benefits, Strategy, Process Improvement, Training, Budgets, Management, Project Management, Nonprofits, Team Building, Finance, Strategic Financial..., Financial Reporting, Analysis, Social Media, Small Business, Team Leadership, Human Resources, Microsoft Office, Project Planning, Program Management, Financial Analysis, Financial Planning, Management Consulting, Change Management, Risk Management, Association Management, Budgeting, Public Speaking, Consulting
Education
The University of Chicago 1982 — 1987
MBA, Finance and Accounting
Loyola University Chicago 1977 — 1980
BBA, Public Accounting
Gordon Tech High School
Jenni Richards Jenni Richards's Peat Marwick Experience 1986 - 1989
Job Finance Manager/Associate at OMNIMEANS, Ltd.
Industry Civil Engineering
Experience
OMNI-MEANS, Ltd. August 1989 - Present
Peat Marwick 1986 - 1989
Skills
Construction Accounting, Financial Reporting, General Ledger, Microsoft Excel, Year-end Close, Microsoft Word, Financial Accounting, Accounts Receivable, Accounts Payable, Monthly Close, Invoicing, Balance, Depreciation, Event Planning, Employee Benefits, Paychex, Accounting, Payroll, Microsoft Office, Management, Financial Analysis
Education
San Francisco State University 1984 — 1986
Bachelor's degree, Accounting and Finance
Skyline College 1981 — 1983
Associate's degree, Accounting
OMNI-MEANS, Ltd. August 1989 - Present
Peat Marwick 1986 - 1989
Skills
Construction Accounting, Financial Reporting, General Ledger, Microsoft Excel, Year-end Close, Microsoft Word, Financial Accounting, Accounts Receivable, Accounts Payable, Monthly Close, Invoicing, Balance, Depreciation, Event Planning, Employee Benefits, Paychex, Accounting, Payroll, Microsoft Office, Management, Financial Analysis
Education
San Francisco State University 1984 — 1986
Bachelor's degree, Accounting and Finance
Skyline College 1981 — 1983
Associate's degree, Accounting
William A. Lyons, CFA William A. Lyons, CFA's Peat Marwick Experience 1977 - 1979
Job Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust 2003 - Present
Bank One 1998 - 2003
Strong Capital Management 1995 - 1998
HSBC Securities 1992 - 1995
Continental Bank 1983 - 1991
American Hospital 1979 - 1983
Peat Marwick 1977 - 1979
Education
Indiana University - Kelley School of Business
BS, Accounting
Northwestern University - Kellogg School of Management
MM, Finance & Marketing
Northern Trust 2003 - Present
Bank One 1998 - 2003
Strong Capital Management 1995 - 1998
HSBC Securities 1992 - 1995
Continental Bank 1983 - 1991
American Hospital 1979 - 1983
Peat Marwick 1977 - 1979
Education
Indiana University - Kelley School of Business
BS, Accounting
Northwestern University - Kellogg School of Management
MM, Finance & Marketing
John E. Allerson John E. Allerson's Peat Marwick Experience June 1974 - May 1982
Job Retired
Industry Education Management
Experience
formerly Roosevelt University August 2008 - Present
Roosevelt University August 1989 - August 2008
Norwest Corporation 1982 - 1989
Peat Marwick June 1974 - May 1982
Skills
Teaching, Accounting, Auditing, Financiall Management, Investment Management, Controllership, SEC Financial Reporting, Research, College Teaching, Nonprofits, Student Affairs, Investments, Finance, Higher Education, Student Development, Financial Analysis
Education
St. Cloud State University 1972 — 1973
Master of Business Administration (MBA), Accounting, 4..0
Unversity of Minnesota 1962 — 1965
Bachelor of Science, Agricultural Economics, Minor in Math, 3.7 GPA, Graduated HIgh Distinction
formerly Roosevelt University August 2008 - Present
Roosevelt University August 1989 - August 2008
Norwest Corporation 1982 - 1989
Peat Marwick June 1974 - May 1982
Skills
Teaching, Accounting, Auditing, Financiall Management, Investment Management, Controllership, SEC Financial Reporting, Research, College Teaching, Nonprofits, Student Affairs, Investments, Finance, Higher Education, Student Development, Financial Analysis
Education
St. Cloud State University 1972 — 1973
Master of Business Administration (MBA), Accounting, 4..0
Unversity of Minnesota 1962 — 1965
Bachelor of Science, Agricultural Economics, Minor in Math, 3.7 GPA, Graduated HIgh Distinction
angelo falcone angelo falcone's Peat Marwick Experience August 1973 - June 1975
Job BoosterPro, inc.
Industry Computer Software
Experience
Booster Pro February 2010 - Present
Prep QB February 2009 - March 2014
Fasturn, Inc. 1997 - 2002
Riordan & Mckinzie 1987 - 1997
Peat Marwick August 1973 - June 1975
Skills
Private Equity, Mergers, Joint Ventures, Venture Capital, Corporate Governance, Licensing, Venture Financing, Intellectual Property, Due Diligence, M&A experience, Start-ups, Product Development, Corporate Finance, Team Building, Angel Investing, Corporate Law, Corporate Development, Legal Assistance, Litigation, Securities, Patents, Competition Law, Negotiation, Contract Negotiation, Management, Entrepreneurship, Emerging Markets, Legal Advice, Restructuring, Commercial Litigation, Financial Structuring, Strategy, Strategic Partnerships, Cross-border..., Mergers & Acquisitions, IPO, Acquisitions, Executive Management, International Business, Business Valuation, Investor Relations, Divestitures, Securities Regulation, P&L Management, Business, Strategic Consulting, Cloud Computing, Valuation, SEC filings, Business Development
Education
NYU School of Law 1977 — 1980
Law, International Taxation
University of California, Los Angeles 1969 — 1973
BA, Economics, Political Science
Booster Pro February 2010 - Present
Prep QB February 2009 - March 2014
Fasturn, Inc. 1997 - 2002
Riordan & Mckinzie 1987 - 1997
Peat Marwick August 1973 - June 1975
Skills
Private Equity, Mergers, Joint Ventures, Venture Capital, Corporate Governance, Licensing, Venture Financing, Intellectual Property, Due Diligence, M&A experience, Start-ups, Product Development, Corporate Finance, Team Building, Angel Investing, Corporate Law, Corporate Development, Legal Assistance, Litigation, Securities, Patents, Competition Law, Negotiation, Contract Negotiation, Management, Entrepreneurship, Emerging Markets, Legal Advice, Restructuring, Commercial Litigation, Financial Structuring, Strategy, Strategic Partnerships, Cross-border..., Mergers & Acquisitions, IPO, Acquisitions, Executive Management, International Business, Business Valuation, Investor Relations, Divestitures, Securities Regulation, P&L Management, Business, Strategic Consulting, Cloud Computing, Valuation, SEC filings, Business Development
Education
NYU School of Law 1977 — 1980
Law, International Taxation
University of California, Los Angeles 1969 — 1973
BA, Economics, Political Science
Robert Gellman, MSA, PFS, CPA Robert Gellman, MSA, PFS, CPA's Peat Marwick Experience September 1986 - December 1987
Job Specializing in Tax Minimization Strategies, Tax Incentives and Exempt Organizations
Industry Accounting
Experience
Mayer Hoffman McCann P.C. 2005 - Present
CBIZ MHM, LLC January 1988 - Present
Nation Smith Hermes Diamond January 1988 - January 2005
Peat Marwick September 1986 - December 1987
Skills
CPA, Personal Financial..., Tax Minimization, Tax Planning, Non-Profit Taxation..., 179D Energy Efficient..., Exit Strategies and..., Domestic International..., Tax, Tax Advisory, Financial Planners, GAAP, SEC filings, Strategy, Finance, Financial Reporting, Business Planning, Accounting, Tax Credits, Financial Analysis, Personal Finance, Mergers & Acquisitions, Estate Planning, Small Business, Mergers, Strategic Financial..., Financial Advisory, Exit Strategies, Financial Services, Due Diligence, Tax Accounting, Strategic Planning, Auditing, Succession Planning, Nonprofits, Tax Preparation, Non-profits, Corporate Tax, Internal Controls, Income Tax
Education
San Diego State University-California State University 1986 — 1990
Masters
University of Southern California - Marshall School of Business 1985 — 1986
Bachelor of Science
University of Southern California - Marshall School of Business 1979 — 1981
Bachelor of Science
Mayer Hoffman McCann P.C. 2005 - Present
CBIZ MHM, LLC January 1988 - Present
Nation Smith Hermes Diamond January 1988 - January 2005
Peat Marwick September 1986 - December 1987
Skills
CPA, Personal Financial..., Tax Minimization, Tax Planning, Non-Profit Taxation..., 179D Energy Efficient..., Exit Strategies and..., Domestic International..., Tax, Tax Advisory, Financial Planners, GAAP, SEC filings, Strategy, Finance, Financial Reporting, Business Planning, Accounting, Tax Credits, Financial Analysis, Personal Finance, Mergers & Acquisitions, Estate Planning, Small Business, Mergers, Strategic Financial..., Financial Advisory, Exit Strategies, Financial Services, Due Diligence, Tax Accounting, Strategic Planning, Auditing, Succession Planning, Nonprofits, Tax Preparation, Non-profits, Corporate Tax, Internal Controls, Income Tax
Education
San Diego State University-California State University 1986 — 1990
Masters
University of Southern California - Marshall School of Business 1985 — 1986
Bachelor of Science
University of Southern California - Marshall School of Business 1979 — 1981
Bachelor of Science
Mindy Stanton Mindy Stanton's Peat Marwick Experience January 1986 - August 1988
Job Investigative Accounting at Meaden & Moore, LLP
Industry Accounting
Experience
Meaden & Moore September 1999 - Present
Peat Marwick January 1986 - August 1988
Skills
Forensic Accounting, PowerPoint, Microsoft Excel, Outlook, QuickBooks
Education
Miami University 1983 — 1987
Bachelor's Degree, Accounting
Meaden & Moore September 1999 - Present
Peat Marwick January 1986 - August 1988
Skills
Forensic Accounting, PowerPoint, Microsoft Excel, Outlook, QuickBooks
Education
Miami University 1983 — 1987
Bachelor's Degree, Accounting
Deborah Mertz Deborah Mertz's Peat Marwick Experience August 1978 - April 1981
Job CFO at Paragon Technologies, Inc. and SI Systems
Industry Accounting
Experience
Paragon Technologies, Inc. June 2014 - Present
ASSA ABLOY June 2006 - May 2013
Sargent Manufacturing September 1999 - June 2006
M.S. Chambers September 1996 - September 1999
Simkins Industries Inc. April 1991 - June 1996
Trenton Folding Box Company (a division of Simkins Industries Inc.) May 1985 - April 1991
Allied Corporation June 1984 - May 1985
Crest Ultrasonics Corporation April 1981 - June 1984
Peat Marwick August 1978 - April 1981
Skills
GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, JD Edwards, Auditing, Forecasting, Budget Process, Financial Analysis, SEC filings, Manufacturing, Internal Controls, CPA, Revenue Recognition, Financial Modeling, Variance Analysis, Payroll, Management Accounting, Budgets, Cash Management, Acquisition Integration, ERP, Consolidation, Due Diligence, Business Planning, Financial Audits, Cash Flow Forecasting, Cost Accounting, Accounts Receivable, Corporate Finance, Inventory Management, Internal Audit, Mergers & Acquisitions, Process Improvement, General Ledger, Cash Flow, Change Management, Fixed Assets, Financial Forecasting, Executive Management, External Audit, Strategic Financial..., Business Process..., IFRS, Hyperion Enterprise, Managerial Finance
Education
Rider University 1984 — 1987
Master of Business Administration (MBA), Business Administration and Management, General
King's College 1974 — 1978
BS Accounting, Accounting
Paragon Technologies, Inc. June 2014 - Present
ASSA ABLOY June 2006 - May 2013
Sargent Manufacturing September 1999 - June 2006
M.S. Chambers September 1996 - September 1999
Simkins Industries Inc. April 1991 - June 1996
Trenton Folding Box Company (a division of Simkins Industries Inc.) May 1985 - April 1991
Allied Corporation June 1984 - May 1985
Crest Ultrasonics Corporation April 1981 - June 1984
Peat Marwick August 1978 - April 1981
Skills
GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, JD Edwards, Auditing, Forecasting, Budget Process, Financial Analysis, SEC filings, Manufacturing, Internal Controls, CPA, Revenue Recognition, Financial Modeling, Variance Analysis, Payroll, Management Accounting, Budgets, Cash Management, Acquisition Integration, ERP, Consolidation, Due Diligence, Business Planning, Financial Audits, Cash Flow Forecasting, Cost Accounting, Accounts Receivable, Corporate Finance, Inventory Management, Internal Audit, Mergers & Acquisitions, Process Improvement, General Ledger, Cash Flow, Change Management, Fixed Assets, Financial Forecasting, Executive Management, External Audit, Strategic Financial..., Business Process..., IFRS, Hyperion Enterprise, Managerial Finance
Education
Rider University 1984 — 1987
Master of Business Administration (MBA), Business Administration and Management, General
King's College 1974 — 1978
BS Accounting, Accounting
Frank Salek Frank Salek's Peat Marwick Experience 1984 - 1988
Job CPA, Senior Financial Manager
Industry Accounting
Experience
Ultraflex Systems Incorporated 2007 - 2015
PR Newswire 2003 - 2007
GAB Robins 2001 - 2003
Prudential Insurance 1997 - 2001
The Pullman Company, a Forstmann Little Investment 1990 - 1997
Linpro Real Estate Co. 1988 - 1990
Peat Marwick 1984 - 1988
Education
Rutgers Graduate School of Management 1983 — 1984
MBA, Accounting
Rutgers University-New Brunswick 1979 — 1983
Bachelor’s Degree, Dual Major: Engish & Political Science
Ultraflex Systems Incorporated 2007 - 2015
PR Newswire 2003 - 2007
GAB Robins 2001 - 2003
Prudential Insurance 1997 - 2001
The Pullman Company, a Forstmann Little Investment 1990 - 1997
Linpro Real Estate Co. 1988 - 1990
Peat Marwick 1984 - 1988
Education
Rutgers Graduate School of Management 1983 — 1984
MBA, Accounting
Rutgers University-New Brunswick 1979 — 1983
Bachelor’s Degree, Dual Major: Engish & Political Science
Bob Dick Bob Dick's Peat Marwick Experience July 1984 - December 1985
Job Senior corporate and consulting IT executive
Industry Information Technology and Services
Experience
Capco April 2010 - Present
RedMane Technology 2009 - 2009
CSC November 2004 - September 2008
CSC May 1995 - November 2004
PNC Mortgage May 1992 - April 1995
First Bank System April 1990 - April 1992
Financial Information Trust September 1986 - October 1989
Harris Bank January 1986 - September 1986
Peat Marwick July 1984 - December 1985
Continental Illinois National Bank July 1975 - July 1984
Skills
PMO, Outsourcing, Vendor Management, SDLC, Budgeting, Budgets, Program Management, Integration, Business Process..., Strategic Planning, Project Management, Strategy, Business Process, Information Technology, Consulting
Education
Quinlan School of Business, Loyola University Chicago
MBA, Finance / Labor Relations
LIU Post
BA, Mathematics
Capco April 2010 - Present
RedMane Technology 2009 - 2009
CSC November 2004 - September 2008
CSC May 1995 - November 2004
PNC Mortgage May 1992 - April 1995
First Bank System April 1990 - April 1992
Financial Information Trust September 1986 - October 1989
Harris Bank January 1986 - September 1986
Peat Marwick July 1984 - December 1985
Continental Illinois National Bank July 1975 - July 1984
Skills
PMO, Outsourcing, Vendor Management, SDLC, Budgeting, Budgets, Program Management, Integration, Business Process..., Strategic Planning, Project Management, Strategy, Business Process, Information Technology, Consulting
Education
Quinlan School of Business, Loyola University Chicago
MBA, Finance / Labor Relations
LIU Post
BA, Mathematics
Deborah (Engle) Albrecht Deborah (Engle) Albrecht's Peat Marwick Experience July 1978 - December 1979
Job Director, Business Information Applications at Arkema
Industry Information Technology and Services
Experience
Arkema June 2014 - Present
Arkema June 2009 - May 2014
Arkema January 2007 - May 2009
Arkema 1980 - 2006
Peat Marwick July 1978 - December 1979
Education
Temple University - Fox School of Business and Management 1976 — 1978
MBA, Accounting
University at Albany, SUNY 1972 — 1976
B.S., Mathematics, Computer Science
Society of Information Mgmt. RLF 2005 — 2005
Certificate, Regional Leadership Forum
Institute for Integrative Nutrition 2010 — 2011
Certificate, Holistic Health & Nutrition Coaching
State University of New York College at Purchase 2010 — 2011
Certificate, Holistic Health & Nutrition Coaching
Arkema June 2014 - Present
Arkema June 2009 - May 2014
Arkema January 2007 - May 2009
Arkema 1980 - 2006
Peat Marwick July 1978 - December 1979
Education
Temple University - Fox School of Business and Management 1976 — 1978
MBA, Accounting
University at Albany, SUNY 1972 — 1976
B.S., Mathematics, Computer Science
Society of Information Mgmt. RLF 2005 — 2005
Certificate, Regional Leadership Forum
Institute for Integrative Nutrition 2010 — 2011
Certificate, Holistic Health & Nutrition Coaching
State University of New York College at Purchase 2010 — 2011
Certificate, Holistic Health & Nutrition Coaching
Pamela Schneider Pamela Schneider's Peat Marwick Experience 1981 - 1986
Job Retired from Corning Incorporated ... now a dedicated equestrian
Industry
Experience
Corning Incorporated April 1986 - October 2011
Corning Incorporated 1986 - 2011
Peat Marwick 1981 - 1986
Skills
Strategic Planning, Financial Planning, Accounting, Human Resources, Organizational..., Business Planning, Strategic Communications, Not for profit board...
Education
University of North Carolina at Chapel Hill 1979 — 1981
Master of Business Administration (M.B.A.), Concentration in Professional Accounting
New York University 1975 — 1976
Master's Degree, Counseling
Kenyon College 1971 — 1975
Bachelor's Degree, Psychology
The American School of the International Schools 1969 — 1971
High School
Quakerschool Beverweerd 1967 — 1969
High School
Corning Incorporated April 1986 - October 2011
Corning Incorporated 1986 - 2011
Peat Marwick 1981 - 1986
Skills
Strategic Planning, Financial Planning, Accounting, Human Resources, Organizational..., Business Planning, Strategic Communications, Not for profit board...
Education
University of North Carolina at Chapel Hill 1979 — 1981
Master of Business Administration (M.B.A.), Concentration in Professional Accounting
New York University 1975 — 1976
Master's Degree, Counseling
Kenyon College 1971 — 1975
Bachelor's Degree, Psychology
The American School of the International Schools 1969 — 1971
High School
Quakerschool Beverweerd 1967 — 1969
High School
Leslie Maestas Leslie Maestas's Peat Marwick Experience 1986 - 1989
Job Business Manager at Los Alamos National Laboratory
Industry Research
Experience
Los Alamos National Laboratory 2001 - Present
Los Alamos National Laboratory 1989 - 2001
Peat Marwick 1986 - 1989
Skills
Budgeting, Strategic Planning, Policy, Auditing, Compliance, Accounting, Analysis, Financial Analysis, Financial Reporting, Business Planning, Financial Management, Cost Accounting, CPA, Business Analysis, Finance, Variance Analysis, Financial Accounting, GAAP, Strategic Financial..., Team Leadership, Budgets, Sarbanes-Oxley Act, Program Management, Management, Internal Controls, Process Improvement
Education
Stanford Graduate School of Business Executive Education 2014 — 2014
The College of Santa Fe 1992 — 1994
MBA, Business, Human Resources
New Mexico State University 1982 — 1986
Acctg, Accounting
Los Alamos National Laboratory 2001 - Present
Los Alamos National Laboratory 1989 - 2001
Peat Marwick 1986 - 1989
Skills
Budgeting, Strategic Planning, Policy, Auditing, Compliance, Accounting, Analysis, Financial Analysis, Financial Reporting, Business Planning, Financial Management, Cost Accounting, CPA, Business Analysis, Finance, Variance Analysis, Financial Accounting, GAAP, Strategic Financial..., Team Leadership, Budgets, Sarbanes-Oxley Act, Program Management, Management, Internal Controls, Process Improvement
Education
Stanford Graduate School of Business Executive Education 2014 — 2014
The College of Santa Fe 1992 — 1994
MBA, Business, Human Resources
New Mexico State University 1982 — 1986
Acctg, Accounting
Bill Silberman Bill Silberman's Peat Marwick Experience June 1979 - August 1980
Job Certified Public Accountant, Business Systems Analyst, Systems Designer, Programmer
Industry Information Technology and Services
Experience
Responsive Data Consulting Services 2012 - Present
American Stevedoring Incorporated 1994 - March 2012
Aeron Aviation Corporation January 1988 - December 1992
Expedair International, Inc. December 1983 - January 1988
Commercial Union October 1980 - December 1983
Peat Marwick June 1979 - August 1980
Skills
C Language, Unix Operating Systems, Accounting, HTML, EDI ANSI X12, JavaScript, Conetic Database, Financial Analysis, Financial Systems Design, Emergency Medicine, Customs Regulations, Training, Leadership, Project Management, Banking, Microsoft Excel, Transportation, Customer Service, Business Transformation, C, Microsoft Office, Logistics
Education
SUNY Albany 1977 — 1979
Master of Science (M.S.), Accounting; Business Administration, Summa Cum Laude
Northeastern University 1973 — 1977
Bachelor of Science (B.S.), Business Administration, Management and Operations; Information Systems, Cum Laude
Responsive Data Consulting Services 2012 - Present
American Stevedoring Incorporated 1994 - March 2012
Aeron Aviation Corporation January 1988 - December 1992
Expedair International, Inc. December 1983 - January 1988
Commercial Union October 1980 - December 1983
Peat Marwick June 1979 - August 1980
Skills
C Language, Unix Operating Systems, Accounting, HTML, EDI ANSI X12, JavaScript, Conetic Database, Financial Analysis, Financial Systems Design, Emergency Medicine, Customs Regulations, Training, Leadership, Project Management, Banking, Microsoft Excel, Transportation, Customer Service, Business Transformation, C, Microsoft Office, Logistics
Education
SUNY Albany 1977 — 1979
Master of Science (M.S.), Accounting; Business Administration, Summa Cum Laude
Northeastern University 1973 — 1977
Bachelor of Science (B.S.), Business Administration, Management and Operations; Information Systems, Cum Laude
Jay Cohen Jay Cohen's Peat Marwick Experience July 1984 - July 1986
Job President and CEO Cohen Capital Management.
Industry Financial Services
Experience
Cohen Capital Management, Inc. June 1995 - Present
BayGroup International May 2000 - March 2013
Merrill Lynch 1988 - 1995
Peat Marwick July 1984 - July 1986
Skills
Strategy, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Investments, Valuation, Management Consulting, Strategic Planning, Business Strategy, Strategic Partnerships, Negotiation, Private Equity, Business Planning, Corporate Development, Venture Capital, Corporate Finance, Marketing Strategy, Contract Negotiation, Leadership, Business Development, Start-ups, Executive Management, New Business Development, Due Diligence, Emerging Markets, Investment Banking
Education
Northwestern University - Kellogg School of Management 1986 — 1988
john randazo
University of California, Santa Barbara 1980 — 1984
BA, Business Economics
Cohen Capital Management, Inc. June 1995 - Present
BayGroup International May 2000 - March 2013
Merrill Lynch 1988 - 1995
Peat Marwick July 1984 - July 1986
Skills
Strategy, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Investments, Valuation, Management Consulting, Strategic Planning, Business Strategy, Strategic Partnerships, Negotiation, Private Equity, Business Planning, Corporate Development, Venture Capital, Corporate Finance, Marketing Strategy, Contract Negotiation, Leadership, Business Development, Start-ups, Executive Management, New Business Development, Due Diligence, Emerging Markets, Investment Banking
Education
Northwestern University - Kellogg School of Management 1986 — 1988
john randazo
University of California, Santa Barbara 1980 — 1984
BA, Business Economics
Allan Shiffrin's Peat Marwick Experience 1983 - 1986
Job Founder & CEO at Zappalog LLC
Industry Marketing and Advertising
Experience
Core 3 Creative August 1991 - Present
Zappalog LLC July 2011 - Present
Professional Services Directory 1990 - 1991
Pencor 1988 - 1990
The Balcor Company 1986 - 1988
Peat Marwick 1983 - 1986
Skills
Catalogs, Multi-channel Marketing, Affiliate Marketing, E-commerce, Catalog Marketing, Catalog Layout, Catalog Management, Photography, Digital Photography
Education
Indiana University Bloomington 1979 — 1983
BS, Accounting
Core 3 Creative August 1991 - Present
Zappalog LLC July 2011 - Present
Professional Services Directory 1990 - 1991
Pencor 1988 - 1990
The Balcor Company 1986 - 1988
Peat Marwick 1983 - 1986
Skills
Catalogs, Multi-channel Marketing, Affiliate Marketing, E-commerce, Catalog Marketing, Catalog Layout, Catalog Management, Photography, Digital Photography
Education
Indiana University Bloomington 1979 — 1983
BS, Accounting
Deb MacPherson's Peat Marwick Experience 1984 - 1989
Job National Leader KPMG Enterprise Tax at KPMG LLP
Industry Accounting
Experience
KPMG LLP October 2011 - Present
KPMG Enterprise June 1984 - Present
KPMG LLP 1989 - 2008
Peat Marwick 1984 - 1989
Skills
Estate Tax Planning, Private Companies, Divestitures, Stock Compensation, Personal Financial..., Tax Advisory, Tax Returns, Private Equity, Charities, Not for Profit, Trusts, Holding Companies, Family Business, family trusts, Corporate...
Education
CFP
Certfied Financial Planner
CA
CA
McMaster University 1980 — 1984
Bachelor of Commerce (B.Com.), Accounting and Finance
KPMG LLP October 2011 - Present
KPMG Enterprise June 1984 - Present
KPMG LLP 1989 - 2008
Peat Marwick 1984 - 1989
Skills
Estate Tax Planning, Private Companies, Divestitures, Stock Compensation, Personal Financial..., Tax Advisory, Tax Returns, Private Equity, Charities, Not for Profit, Trusts, Holding Companies, Family Business, family trusts, Corporate...
Education
CFP
Certfied Financial Planner
CA
CA
McMaster University 1980 — 1984
Bachelor of Commerce (B.Com.), Accounting and Finance
Mario DiCioccio Mario DiCioccio's Peat Marwick Experience 1982 - 1985
Job Executive Coach in Private Practice
Industry Management Consulting
Experience
Mario DiCioccio, Coaching and Consulting February 2002 - Present
The Wharton School November 2011 - Present
Penn State University - Smeal College of Business January 2006 - Present
University of Pennsylvania - Wharton August 2009 - 2012
Merck & Co., Inc. 1997 - 2002
Merck & Co., Inc. 1993 - 1997
Peat Marwick 1982 - 1985
Peat Marwick 1981 - 1985
Skills
Executive Coaching, Leadership Development, Emotional Intelligence, Leader effectiveness, Organizational..., Financial Analysis, Leadership, Effectiveness, Organizational..., Management Consulting, Coaching, Strategic Planning, Training, Career Development, Cross-functional Team..., Strategy, Staff Development, Culture Change, Consulting, Organizational Design, Career Management, Performance Management, Entrepreneurship, Public Speaking, Team Building, 360 Feedback, Business Coaching, Time Management
Education
Gestalt Therapy Institute of Philadelphia 2001 — 2004
Certificate, Gestalt therapy
Coaches Training Institute 2002 — 2003
Certificate, Certified Professional Co-Active Coach
Temple University 1980 — 1981
Master in Business Administration, Finance
Saint Joseph's University 1974 — 1978
B.S., Mathematics
Mario DiCioccio, Coaching and Consulting February 2002 - Present
The Wharton School November 2011 - Present
Penn State University - Smeal College of Business January 2006 - Present
University of Pennsylvania - Wharton August 2009 - 2012
Merck & Co., Inc. 1997 - 2002
Merck & Co., Inc. 1993 - 1997
Peat Marwick 1982 - 1985
Peat Marwick 1981 - 1985
Skills
Executive Coaching, Leadership Development, Emotional Intelligence, Leader effectiveness, Organizational..., Financial Analysis, Leadership, Effectiveness, Organizational..., Management Consulting, Coaching, Strategic Planning, Training, Career Development, Cross-functional Team..., Strategy, Staff Development, Culture Change, Consulting, Organizational Design, Career Management, Performance Management, Entrepreneurship, Public Speaking, Team Building, 360 Feedback, Business Coaching, Time Management
Education
Gestalt Therapy Institute of Philadelphia 2001 — 2004
Certificate, Gestalt therapy
Coaches Training Institute 2002 — 2003
Certificate, Certified Professional Co-Active Coach
Temple University 1980 — 1981
Master in Business Administration, Finance
Saint Joseph's University 1974 — 1978
B.S., Mathematics
Kathy Hueston Hereth Kathy Hueston Hereth's Peat Marwick Experience January 1980 - January 1984
Job Legal Services Professional
Industry Legal Services
Experience
Morgan & Finnegan March 2005 - January 2009
K. HUESTON ASSOCIATES, INC January 1997 - January 2005
ROGERS January 1995 - January 1997
Smith Barney January 1985 - January 1995
AMERICAN MANAGEMENT SYSTEMS January 1984 - January 1985
PEAT, MARWICK January 1980 - January 1984
Skills
Accounts Payable, Due Diligence
Education
Queens College
BA, Accounting
Saint John's University
MBA, Executive Management
Morgan & Finnegan March 2005 - January 2009
K. HUESTON ASSOCIATES, INC January 1997 - January 2005
ROGERS January 1995 - January 1997
Smith Barney January 1985 - January 1995
AMERICAN MANAGEMENT SYSTEMS January 1984 - January 1985
PEAT, MARWICK January 1980 - January 1984
Skills
Accounts Payable, Due Diligence
Education
Queens College
BA, Accounting
Saint John's University
MBA, Executive Management
Mark Koppersmith's Peat Marwick Experience August 1984 - June 1985
Job Finance Executive | Strategic Planning | Expense Management | Process Transformation | Solutions Design | KPI Management
Industry Internet
Experience
MRK Services, LLC January 2012 - Present
Razorsight Communications February 2013 - January 2014
XO Communications 2007 - December 2011
XO Communications 2000 - 2007
eSpire Communications 1998 - 2000
MCI Corporation 1985 - 1998
Peat Marwick August 1984 - June 1985
Skills
Cross-functional Team..., Strategy, Product Management, Program Management, Telecommunications, Management, Leadership, Business Planning, Analysis, Enterprise Software, Team Building, Finance, Strategic Partnerships, Vendor Management, Professional Services, Budgets, Mergers, Strategic Financial..., Networking, Forecasting, SaaS, Financial Analysis, Wireless, Business Process..., Key Performance..., Business Intelligence, Creative Solutions, Problem Solving, Managerial Finance, Internet, Negotiation, Cloud Computing, Business Process, Sarbanes-Oxley, Pricing, Business Strategy, P&L Management, Team Leadership, Strategic Planning, Start-ups, Executive Management, Business Development, Solution Selling, Process Improvement, Business Analysis, Analytics, Contract Negotiation, Integration, Accounting, Access
Education
Va Tech 1980 — 1984
BS, Accounting
Harvard Business School
MRK Services, LLC January 2012 - Present
Razorsight Communications February 2013 - January 2014
XO Communications 2007 - December 2011
XO Communications 2000 - 2007
eSpire Communications 1998 - 2000
MCI Corporation 1985 - 1998
Peat Marwick August 1984 - June 1985
Skills
Cross-functional Team..., Strategy, Product Management, Program Management, Telecommunications, Management, Leadership, Business Planning, Analysis, Enterprise Software, Team Building, Finance, Strategic Partnerships, Vendor Management, Professional Services, Budgets, Mergers, Strategic Financial..., Networking, Forecasting, SaaS, Financial Analysis, Wireless, Business Process..., Key Performance..., Business Intelligence, Creative Solutions, Problem Solving, Managerial Finance, Internet, Negotiation, Cloud Computing, Business Process, Sarbanes-Oxley, Pricing, Business Strategy, P&L Management, Team Leadership, Strategic Planning, Start-ups, Executive Management, Business Development, Solution Selling, Process Improvement, Business Analysis, Analytics, Contract Negotiation, Integration, Accounting, Access
Education
Va Tech 1980 — 1984
BS, Accounting
Harvard Business School
Jerry Hoy Jerry Hoy's Peat Marwick Experience June 1969 - September 1973
Job Experienced Businessman
Industry Financial Services
Experience
Hoy Family December 2009 - Present
American Home Mortgage December 1996 - December 2009
Bathcrest of Tucson November 1990 - December 1992
ORMCO Leasing Corporation January 1984 - September 1990
VR Business Brokers August 1982 - December 1984
Postal Financial Corporation January 1977 - September 1982
Peat Marwick June 1969 - September 1973
Skills
Sales, Auditing, Training, Process Improvement, Management, Accounting, Public Speaking, Real Estate, Negotiation, Time Management, Leadership, Strategy, Management Consulting, Team Building, Budgets
Education
The University of South Dakota 1975 — 1980
MBA, Business and Accounting, 3.83
The University of South Dakota 1966 — 1969
BSBA, Accounting and Business/Management, 3.1
Rockhurst College 1965 — 1966
Pre-Law, 3.5
Hoy Family December 2009 - Present
American Home Mortgage December 1996 - December 2009
Bathcrest of Tucson November 1990 - December 1992
ORMCO Leasing Corporation January 1984 - September 1990
VR Business Brokers August 1982 - December 1984
Postal Financial Corporation January 1977 - September 1982
Peat Marwick June 1969 - September 1973
Skills
Sales, Auditing, Training, Process Improvement, Management, Accounting, Public Speaking, Real Estate, Negotiation, Time Management, Leadership, Strategy, Management Consulting, Team Building, Budgets
Education
The University of South Dakota 1975 — 1980
MBA, Business and Accounting, 3.83
The University of South Dakota 1966 — 1969
BSBA, Accounting and Business/Management, 3.1
Rockhurst College 1965 — 1966
Pre-Law, 3.5
Kellie Matthews Kellie Matthews's Peat Marwick Experience 1985 - 1987
Job Group Manager at M&T Bank
Industry Banking
Experience
M&T Bank 2003 - Present
First National Bank of Maryland (predecessor to M&T Bank) 1989 - 2003
Peat Marwick 1985 - 1987
Skills
Financial Analysis, Credit, Commercial Banking, Portfolio Management, Loans, Banking, Treasury Management, Small Business Lending, Credit Analysis, Consumer Lending, Commercial Lending, Cash Management, Financial Structuring, Financial Modeling, Underwriting, Strategic Planning
Education
Penn State University 1987 — 1989
Master of Business Administration (MBA), Accounting and Finance
York College of Pennsylvania 1982 — 1985
Bachelor's degree, Accounting
M&T Bank 2003 - Present
First National Bank of Maryland (predecessor to M&T Bank) 1989 - 2003
Peat Marwick 1985 - 1987
Skills
Financial Analysis, Credit, Commercial Banking, Portfolio Management, Loans, Banking, Treasury Management, Small Business Lending, Credit Analysis, Consumer Lending, Commercial Lending, Cash Management, Financial Structuring, Financial Modeling, Underwriting, Strategic Planning
Education
Penn State University 1987 — 1989
Master of Business Administration (MBA), Accounting and Finance
York College of Pennsylvania 1982 — 1985
Bachelor's degree, Accounting
James G. Gould, CPA James G. Gould, CPA's Peat Marwick Experience 1981 - 1984
Job President at Alesco Advisors LLC
Industry Financial Services
Experience
Alesco Advisors LLC January 2000 - Present
Clover Capital Management 1997 - 1999
Clover Capital Management 1987 - 1997
IBM 1984 - 1987
Peat Marwick 1981 - 1984
Xerox 1980 - 1981
Education
St. Bonaventure University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Rochester Institute of Technology
Master of Science (M.S.), Accounting
Alesco Advisors LLC January 2000 - Present
Clover Capital Management 1997 - 1999
Clover Capital Management 1987 - 1997
IBM 1984 - 1987
Peat Marwick 1981 - 1984
Xerox 1980 - 1981
Education
St. Bonaventure University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Rochester Institute of Technology
Master of Science (M.S.), Accounting
Debra Bloomfield Debra Bloomfield's Peat Marwick Experience August 1987 - March 1990
Job Owner at IBR Holdings LLC
Industry Real Estate
Experience
IBR Holdings LLC 2014 - Present
IBR, Design January 2005 - November 2013
Hides, LLC February 2011 - April 2013
Office Depot September 1995 - February 2000
Citrix July 1993 - August 1995
Critical Care America March 1990 - June 1993
Peat Marwick August 1987 - March 1990
Skills
Microsoft Excel, Microsoft Office, Accounts Payable, Microsoft Word, Financial Reporting, Accounts Receivable, Customer Service, PowerPoint, SAP, Data Entry, Financial Analysis, Office Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Accounting
IBR Holdings LLC 2014 - Present
IBR, Design January 2005 - November 2013
Hides, LLC February 2011 - April 2013
Office Depot September 1995 - February 2000
Citrix July 1993 - August 1995
Critical Care America March 1990 - June 1993
Peat Marwick August 1987 - March 1990
Skills
Microsoft Excel, Microsoft Office, Accounts Payable, Microsoft Word, Financial Reporting, Accounts Receivable, Customer Service, PowerPoint, SAP, Data Entry, Financial Analysis, Office Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Accounting
Stan Fillion Stan Fillion's Peat Marwick Experience July 1985 - September 1987
Job Controller Littleton Coin Co, LLC.
Industry Retail
Experience
Advisory Board Union Bank 2009 - Present
Littleton Coin Company May 1995 - Present
Littleton Regional Hospital November 1994 - May 1995
White Mt.Publishing November 1991 - November 1994
Joel Bedor & Associates September 1987 - November 1991
Peat Marwick July 1985 - September 1987
Skills
Forecasting, Strategic Planning, Microsoft Excel, Budgets, Customer Service, Microsoft Word, Revenue Recognition, Variance Analysis, Great Plains Software, CPA, Microsoft Office, Cost Accounting, Process Improvement, Accounting Management, Cash Flow Forecasting, FASB, Payroll, Financial Accounting
Education
Plymouth State University 1981 — 1985
B.S., Accounting
Advisory Board Union Bank 2009 - Present
Littleton Coin Company May 1995 - Present
Littleton Regional Hospital November 1994 - May 1995
White Mt.Publishing November 1991 - November 1994
Joel Bedor & Associates September 1987 - November 1991
Peat Marwick July 1985 - September 1987
Skills
Forecasting, Strategic Planning, Microsoft Excel, Budgets, Customer Service, Microsoft Word, Revenue Recognition, Variance Analysis, Great Plains Software, CPA, Microsoft Office, Cost Accounting, Process Improvement, Accounting Management, Cash Flow Forecasting, FASB, Payroll, Financial Accounting
Education
Plymouth State University 1981 — 1985
B.S., Accounting
James DePol's Peat Marwick Experience August 1985 - October 1987
Job Vice President, Controller & SEC Financial Reporting
Industry Retail
Experience
Delias February 2008 - Present
Deloitte & Touche LLP May 2005 - February 2008
Norca Corp March 2000 - April 2005
Deloitte & Touche LLP January 1997 - March 2000
Margolin, Winer & Evens LLP January 1994 - December 1996
Shapiro & Bress PC October 1987 - December 1993
Peat Marwick August 1985 - October 1987
Skills
SEC reporting, GAAP, Accounting, SOX, Financial Reporting, Budgeting, Cash Management, Banking
Education
Hofstra University 1983 — 1985
BA, Accounting
Nassau Community College 1981 — 1983
Associate's Degree, Accounting
Delias February 2008 - Present
Deloitte & Touche LLP May 2005 - February 2008
Norca Corp March 2000 - April 2005
Deloitte & Touche LLP January 1997 - March 2000
Margolin, Winer & Evens LLP January 1994 - December 1996
Shapiro & Bress PC October 1987 - December 1993
Peat Marwick August 1985 - October 1987
Skills
SEC reporting, GAAP, Accounting, SOX, Financial Reporting, Budgeting, Cash Management, Banking
Education
Hofstra University 1983 — 1985
BA, Accounting
Nassau Community College 1981 — 1983
Associate's Degree, Accounting
Bradley J. Schmidt Bradley J. Schmidt's Peat Marwick Experience June 1983 - August 1985
Job Attorney/Shareholder at Johnson, Moody, Schmidt & Kleinhuizen, P.A.
Industry Law Practice
Experience
Johnson, Moody, Schmidt & Kleinhuizen, P.A. May 1991 - Present
Mackall, Crounse & Moore June 1986 - May 1991
Peat Marwick June 1983 - August 1985
Skills
Commercial Litigation, Real Estate, Civil Litigation, Estate Administration, Trusts, Litigation, Estate Planning, LLC, Personal Injury, Courts, Business Transactions, Wills, Business Formation, Guardianship, Tax, Elder Law, Construction Law, Personal Injury..., Wrongful Death
Education
William Mitchell College of Law 1985 — 1988
J.D., Law
Concordia College Moorhead, MN 1979 — 1983
B.A., Accounting and French
Johnson, Moody, Schmidt & Kleinhuizen, P.A. May 1991 - Present
Mackall, Crounse & Moore June 1986 - May 1991
Peat Marwick June 1983 - August 1985
Skills
Commercial Litigation, Real Estate, Civil Litigation, Estate Administration, Trusts, Litigation, Estate Planning, LLC, Personal Injury, Courts, Business Transactions, Wills, Business Formation, Guardianship, Tax, Elder Law, Construction Law, Personal Injury..., Wrongful Death
Education
William Mitchell College of Law 1985 — 1988
J.D., Law
Concordia College Moorhead, MN 1979 — 1983
B.A., Accounting and French
Derryl Morgan Derryl Morgan's Peat Marwick Experience May 1978 - November 1981
Job VP Gas Systems Support at Boardwalk Pipeline Partners, LP
Industry Oil & Energy
Experience
Boardwalk Pipeline Partners, LP November 2014 - Present
Boardwalk Pipeline Partners May 2011 - November 2014
Boardwalk Pipelines November 2001 - May 2011
York College March 1998 - November 2001
Gulf South Pipeline Company November 1981 - March 1998
Peat Marwick May 1978 - November 1981
Skills
Forecasting, Natural Gas, Project Management, Business Analysis, Budgets, Process Improvement, Energy Markets, Sarbanes-Oxley Act, Gas, Energy, Commodity Markets, Contract Negotiation, Strategic Planning, Pipelines, Risk Management, Energy Industry
Education
Oklahoma Christian University 1976 — 1978
Bachelor of Science, Accounting
Boardwalk Pipeline Partners, LP November 2014 - Present
Boardwalk Pipeline Partners May 2011 - November 2014
Boardwalk Pipelines November 2001 - May 2011
York College March 1998 - November 2001
Gulf South Pipeline Company November 1981 - March 1998
Peat Marwick May 1978 - November 1981
Skills
Forecasting, Natural Gas, Project Management, Business Analysis, Budgets, Process Improvement, Energy Markets, Sarbanes-Oxley Act, Gas, Energy, Commodity Markets, Contract Negotiation, Strategic Planning, Pipelines, Risk Management, Energy Industry
Education
Oklahoma Christian University 1976 — 1978
Bachelor of Science, Accounting
JOHN WAMATU's Peat Marwick Experience 1983 - 1984
Job Plant Breeder at Brotherton Seed Co. Inc.
Industry Research
Experience
Brotherton Seed Co. Inc. June 2005 - Present
Washington State University October 2003 - April 2005
COFFEE RESEARCH FOUNDATION, RUIRU, KENYA March 1989 - September 2003
Peat Marwick 1983 - 1984
Skills
Breeding, Research, Agriculture, Genetics, Horticulture, Statistics, Analysis, Plant Breeding, PCR, Science, Lifesciences, Molecular Biology, Sustainable Agriculture, Agronomy, Plant Pathology, Rural Development, Agribusiness, Vegetables, Biotechnology, Bioinformatics, Corn, Life Sciences, Molecular Genetics, Sustainability
Education
Humboldt University of Berlin 1994 — 1999
Phd., PLANT BREEDING/AGRICULTURAL SCIENCE
University of Nairobi 1987 — 1990
Master of Science, PLANT BREEDING
University of Nairobi 1984 — 1987
Bachelor of Science, AGRICULTURE
STAREHE BOYS' CENTER & SCHOOL 1981 — 1982
A-LEVEL
Brotherton Seed Co. Inc. June 2005 - Present
Washington State University October 2003 - April 2005
COFFEE RESEARCH FOUNDATION, RUIRU, KENYA March 1989 - September 2003
Peat Marwick 1983 - 1984
Skills
Breeding, Research, Agriculture, Genetics, Horticulture, Statistics, Analysis, Plant Breeding, PCR, Science, Lifesciences, Molecular Biology, Sustainable Agriculture, Agronomy, Plant Pathology, Rural Development, Agribusiness, Vegetables, Biotechnology, Bioinformatics, Corn, Life Sciences, Molecular Genetics, Sustainability
Education
Humboldt University of Berlin 1994 — 1999
Phd., PLANT BREEDING/AGRICULTURAL SCIENCE
University of Nairobi 1987 — 1990
Master of Science, PLANT BREEDING
University of Nairobi 1984 — 1987
Bachelor of Science, AGRICULTURE
STAREHE BOYS' CENTER & SCHOOL 1981 — 1982
A-LEVEL
Kent Shinners Kent Shinners's Peat Marwick Experience June 1982 - May 1983
Job Reinsurance Consulting Services at KCS Consulting Inc.
Industry Accounting
Experience
Cranmore US October 2011 - Present
KCS Consulting Inc. June 1992 - October 2011
Mutual of Omaha June 1983 - June 1992
Peat Marwick June 1982 - May 1983
Education
Iowa State University 1976 — 1980
BS/BA, Accounting
Cranmore US October 2011 - Present
KCS Consulting Inc. June 1992 - October 2011
Mutual of Omaha June 1983 - June 1992
Peat Marwick June 1982 - May 1983
Education
Iowa State University 1976 — 1980
BS/BA, Accounting
George Hoedeman George Hoedeman's Peat Marwick Experience 1978 - 1981
Job CEO at Acccess Genetics, LLC
Industry Hospital & Health Care
Experience
Acccess Genetics, LLC ChairmanWound Care Technologies2004 - Present
Mentor Corporation 2001 - 2004
South Bay Medical 1999 - 2001
Wavecrest 1998 - 1999
MicroVision Corp. 1993 - 1997
Hadlick, Hoedeman & Christy, P.A. 1986 - 1992
Peat Marwick 1978 - 1981
Skills
Medical Devices, Product Development, Market Development, New Business Development, Healthcare, Cross-functional Team..., Capital Equipment, Commercialization, Hospitals, Business Strategy, Mergers & Acquisitions, Sales Management, Product Launch, Process Improvement, FDA, Biotechnology, Start-ups, Strategic Planning
Education
William Mitchell College of Law 1980 — 1984
University of St. Thomas 1975 — 1978
BA, Accounting
Acccess Genetics, LLC ChairmanWound Care Technologies2004 - Present
Mentor Corporation 2001 - 2004
South Bay Medical 1999 - 2001
Wavecrest 1998 - 1999
MicroVision Corp. 1993 - 1997
Hadlick, Hoedeman & Christy, P.A. 1986 - 1992
Peat Marwick 1978 - 1981
Skills
Medical Devices, Product Development, Market Development, New Business Development, Healthcare, Cross-functional Team..., Capital Equipment, Commercialization, Hospitals, Business Strategy, Mergers & Acquisitions, Sales Management, Product Launch, Process Improvement, FDA, Biotechnology, Start-ups, Strategic Planning
Education
William Mitchell College of Law 1980 — 1984
University of St. Thomas 1975 — 1978
BA, Accounting
Kim Kloster Kim Kloster's Peat Marwick Experience September 1979 - January 1981
Job President and Chief Organizer at A Well Ordered Life, L.L.C.
Industry Information Technology and Services
Experience
A Well Ordered Life, L.L.C. September 2007 - Present
J. Webb Inc. June 2009 - October 2009
Mortgage Bankers Association January 1994 - January 1996
IBM January 1987 - January 1992
MCI January 1981 - January 1987
Peat Marwick September 1979 - January 1981
Northrop Grumman June 1978 - June 1979
Education
Radford University 1974 — 1978
B.W., Mathematics, Statistics, Computer Science
A Well Ordered Life, L.L.C. September 2007 - Present
J. Webb Inc. June 2009 - October 2009
Mortgage Bankers Association January 1994 - January 1996
IBM January 1987 - January 1992
MCI January 1981 - January 1987
Peat Marwick September 1979 - January 1981
Northrop Grumman June 1978 - June 1979
Education
Radford University 1974 — 1978
B.W., Mathematics, Statistics, Computer Science
Gary Nitzkin Gary Nitzkin's Peat Marwick Experience March 1988 - September 1990
Job Consumer Rights Attorney Credit Repair
Industry Law Practice
Experience
Michigan Consumer Credit Lawyers May 2008 - Present
Nitzkin and Assoc., Debt Collection Attys January 1990 - January 2008
Peat Marwick March 1988 - September 1990
Peat Marwick 1988 - 1990
Skills
Credit repair, Stop collection calls, Civil Litigation, Consumer Law, Credit, Litigation, Commercial Litigation, Consumer Credit Law, consumer protection
Education
Wayne State University Law School 1986 — 1988
J.D.
Michigan State University College of Law 1984 — 1986
Bachelor of Science
Michigan State University 1980 — 1984
B.A.
Michigan Consumer Credit Lawyers May 2008 - Present
Nitzkin and Assoc., Debt Collection Attys January 1990 - January 2008
Peat Marwick March 1988 - September 1990
Peat Marwick 1988 - 1990
Skills
Credit repair, Stop collection calls, Civil Litigation, Consumer Law, Credit, Litigation, Commercial Litigation, Consumer Credit Law, consumer protection
Education
Wayne State University Law School 1986 — 1988
J.D.
Michigan State University College of Law 1984 — 1986
Bachelor of Science
Michigan State University 1980 — 1984
B.A.
Phyllis Winters's Peat Marwick Experience 1980 - 1982
Job President at Information Technology Group
Industry Computer Networking
Experience
Information Technology Group CT, LLC 1982 - Present
Peat Marwick 1980 - 1982
Northeast Utilities 1979 - 1980
Price Waterhouse & Company 1977 - 1979
Skills
Virtualization, Server Architecture, Network Security, Software Installation, Small Business Server, System Administration, New Business Development, Intrusion Detection, Computer Forensics, IT Service Management, Network Design, Vendor Management, VoIP, Consulting, Professional Services, Customer Service, Cloud Computing, Networking, SaaS, Solution Selling, Sales, Microsoft Excel, Process Improvement, Integration, Network Administration, Managed Services
Education
Rensselaer Polytechnic Institute 1980 — 1983
Master of Science (M.S.), Computer and Information Science
West Virginia Wesleyan College 1973 — 1977
Bachelor of Science, Accounting
Information Technology Group CT, LLC 1982 - Present
Peat Marwick 1980 - 1982
Northeast Utilities 1979 - 1980
Price Waterhouse & Company 1977 - 1979
Skills
Virtualization, Server Architecture, Network Security, Software Installation, Small Business Server, System Administration, New Business Development, Intrusion Detection, Computer Forensics, IT Service Management, Network Design, Vendor Management, VoIP, Consulting, Professional Services, Customer Service, Cloud Computing, Networking, SaaS, Solution Selling, Sales, Microsoft Excel, Process Improvement, Integration, Network Administration, Managed Services
Education
Rensselaer Polytechnic Institute 1980 — 1983
Master of Science (M.S.), Computer and Information Science
West Virginia Wesleyan College 1973 — 1977
Bachelor of Science, Accounting
Philip Gin Philip Gin's Peat Marwick Experience 1980 - 1985
Job General Manager at Hudson Technologies
Industry Chemicals
Experience
Hudson Technologies November 2014 - Present
Polar Technology April 2013 - November 2014
Baker Distributing Company 2005 - 2012
Bryant Habegger 1992 - 2005
Carrier Corporation 1987 - 1992
Peat Marwick 1980 - 1985
Skills
HVACR - Financial,..., Identify, recruit and..., Develop and Motivate..., Passed Illinois CPA..., Sales, Logistics, Accounting, Finance, Sarbanes-Oxley Act, Forecasting, Auditing, Strategic Financial..., Negotiation, Process Improvement, Management, Pricing, Microsoft Excel, Strategic Planning, Internal Controls, New Business Development, Sales Management, Budgets, Inventory Management, Manufacturing, Purchasing, Business Planning, Change Management, US GAAP, Operations Management, Financial Reporting, Financial Analysis, Financial Accounting, General Ledger, Contract Negotiation, Analysis, Business Strategy, P&L, Business Development, Team Building, P&L Management, Account Management, Financial Planning
Education
Northern Illinois University 1977 — 1979
Bachelor of Science (B.S.), Accounting
The Ohio State University 1975 — 1977
NA, Pre-Medicine/Pre-Medical Studies
Walnut Ridge High School
Hudson Technologies November 2014 - Present
Polar Technology April 2013 - November 2014
Baker Distributing Company 2005 - 2012
Bryant Habegger 1992 - 2005
Carrier Corporation 1987 - 1992
Peat Marwick 1980 - 1985
Skills
HVACR - Financial,..., Identify, recruit and..., Develop and Motivate..., Passed Illinois CPA..., Sales, Logistics, Accounting, Finance, Sarbanes-Oxley Act, Forecasting, Auditing, Strategic Financial..., Negotiation, Process Improvement, Management, Pricing, Microsoft Excel, Strategic Planning, Internal Controls, New Business Development, Sales Management, Budgets, Inventory Management, Manufacturing, Purchasing, Business Planning, Change Management, US GAAP, Operations Management, Financial Reporting, Financial Analysis, Financial Accounting, General Ledger, Contract Negotiation, Analysis, Business Strategy, P&L, Business Development, Team Building, P&L Management, Account Management, Financial Planning
Education
Northern Illinois University 1977 — 1979
Bachelor of Science (B.S.), Accounting
The Ohio State University 1975 — 1977
NA, Pre-Medicine/Pre-Medical Studies
Walnut Ridge High School
Jose Bonau's Peat Marwick Experience January 1978 - May 1980
Job Deputy Chief, Major Crimes Section at U.S. Attorney, S.D. Florida
Industry Law Practice
Experience
U.S. Attorney, S.D. Florida February 2014 - Present
U.S. Attorney, Southern District of Florida, Miami August 1990 - January 2014
Internal Revenue Service District Counsel August 1983 - August 1990
K & B, Inc. April 1979 - August 1980
Peat Marwick January 1978 - May 1980
Skills
White Collar Criminal..., Securities Litigation, Litigation, Criminal Law, Internal Investigations, Commercial Litigation, Criminal Defense, Intellectual Property, Criminal Investigations, Fraud, Courts, Civil Litigation, Private Investigations, Enforcement, Trial Practice, Appeals, Trials, Personal Injury, Hearings, Class Actions, Bankruptcy, Legal Advice, Torts, Arbitration, Securities Regulation, Business Litigation, FCPA, Product Liability, Competition Law, Trade Secrets, Litigation Support, Administrative Law, Legal Research, Dispute Resolution, Legal Writing, Mediation, Corporate Law, Family Law, Legal Issues, Employment Law, Consumer Law, Legal Assistance, Pleadings, International Law, Personal Injury...
Education
Tulane University Law School 1980 — 1983
JD, Law
Loyola University New Orleans 1974 — 1978
BBA, Accounting
Christopher Columbus High School 1970 — 1974
High School Diploma
U.S. Attorney, S.D. Florida February 2014 - Present
U.S. Attorney, Southern District of Florida, Miami August 1990 - January 2014
Internal Revenue Service District Counsel August 1983 - August 1990
K & B, Inc. April 1979 - August 1980
Peat Marwick January 1978 - May 1980
Skills
White Collar Criminal..., Securities Litigation, Litigation, Criminal Law, Internal Investigations, Commercial Litigation, Criminal Defense, Intellectual Property, Criminal Investigations, Fraud, Courts, Civil Litigation, Private Investigations, Enforcement, Trial Practice, Appeals, Trials, Personal Injury, Hearings, Class Actions, Bankruptcy, Legal Advice, Torts, Arbitration, Securities Regulation, Business Litigation, FCPA, Product Liability, Competition Law, Trade Secrets, Litigation Support, Administrative Law, Legal Research, Dispute Resolution, Legal Writing, Mediation, Corporate Law, Family Law, Legal Issues, Employment Law, Consumer Law, Legal Assistance, Pleadings, International Law, Personal Injury...
Education
Tulane University Law School 1980 — 1983
JD, Law
Loyola University New Orleans 1974 — 1978
BBA, Accounting
Christopher Columbus High School 1970 — 1974
High School Diploma
Donald (Don) Britt CPA Donald (Don) Britt CPA's Peat Marwick Experience June 1974 - September 1976
Job Owner at Britt & Company, CPA, LLC
Industry Accounting
Experience
Britt & Company, CPA, LLC January 2013 - Present
Dixon Hughes Goodman LLP June 2010 - Present
Dixon Hughes Goodman LLP October 1976 - Present
Peat Marwick June 1974 - September 1976
Skills
Accounting, CPA, Auditing, Tax, Management Consulting, Real Estate, Tax Preparation, Partnership Taxation, Corporate Tax, individual tax, Financial Reporting, Tax Credits, Income Tax, Internal Controls, GAAP, Due Diligence, Tax Accounting, Financial Analysis, QuickBooks, Financial Statements, Tax Research, General Ledger, US GAAP, Tax Returns, Forensic Accounting, Small Business, Financial Accounting, Tax Law, Business Valuation, Sarbanes-Oxley Act, Tax Advisory, Cash Flow, SEC filings, LLC, Bookkeeping, Sales Tax, Mergers & Acquisitions
Education
Virginia Commonwealth University - School of Business 1972 — 1974
BS, Accounting
Richard Bland College of the College of William and Mary 1970 — 1972
AA, Business Administration and Management, General
Britt & Company, CPA, LLC January 2013 - Present
Dixon Hughes Goodman LLP June 2010 - Present
Dixon Hughes Goodman LLP October 1976 - Present
Peat Marwick June 1974 - September 1976
Skills
Accounting, CPA, Auditing, Tax, Management Consulting, Real Estate, Tax Preparation, Partnership Taxation, Corporate Tax, individual tax, Financial Reporting, Tax Credits, Income Tax, Internal Controls, GAAP, Due Diligence, Tax Accounting, Financial Analysis, QuickBooks, Financial Statements, Tax Research, General Ledger, US GAAP, Tax Returns, Forensic Accounting, Small Business, Financial Accounting, Tax Law, Business Valuation, Sarbanes-Oxley Act, Tax Advisory, Cash Flow, SEC filings, LLC, Bookkeeping, Sales Tax, Mergers & Acquisitions
Education
Virginia Commonwealth University - School of Business 1972 — 1974
BS, Accounting
Richard Bland College of the College of William and Mary 1970 — 1972
AA, Business Administration and Management, General
P. Gerard Sokolski P. Gerard Sokolski's Peat Marwick Experience September 1967 - August 1975
Job Owner at P. Gerard Sokolski, CPA
Industry Accounting
Experience
P. Gerard Sokolski, CPA October 2003 - Present
Mengel, Metzger, Barr & Co. LLP September 1978 - Present
Mengel, Metzger, Barr & Co. LLP September 1978 - September 2003
Peat Marwick September 1967 - August 1975
Skills
Tax, Accounting, Income Tax, Auditing, Financial Reporting, GAAP, General Ledger, QuickBooks, Tax Preparation, Internal Controls, Financial Accounting, Business Valuation, Corporate Tax, Financial Analysis, Accounts Payable, Partnership Taxation, CPA, Tax Research, Assurance, Tax Advisory, US GAAP, Financial Statements, Tax Returns, Tax Accounting, Forensic Accounting, Cash Flow, Estate Tax Planning, Financial Planners, Internal Audit, Payroll, Financial Planning
Education
Saint John Fisher College 1959 — 1963
BBA, Accounting
McQuaid Jesuit High School 1955 — 1959
P. Gerard Sokolski, CPA October 2003 - Present
Mengel, Metzger, Barr & Co. LLP September 1978 - Present
Mengel, Metzger, Barr & Co. LLP September 1978 - September 2003
Peat Marwick September 1967 - August 1975
Skills
Tax, Accounting, Income Tax, Auditing, Financial Reporting, GAAP, General Ledger, QuickBooks, Tax Preparation, Internal Controls, Financial Accounting, Business Valuation, Corporate Tax, Financial Analysis, Accounts Payable, Partnership Taxation, CPA, Tax Research, Assurance, Tax Advisory, US GAAP, Financial Statements, Tax Returns, Tax Accounting, Forensic Accounting, Cash Flow, Estate Tax Planning, Financial Planners, Internal Audit, Payroll, Financial Planning
Education
Saint John Fisher College 1959 — 1963
BBA, Accounting
McQuaid Jesuit High School 1955 — 1959
David Helm David Helm's Peat Marwick Experience August 1984 - May 1986
Job CPA • OIL & GAS • Team Lead • Acquisition Analysis • M&A • Team Lead, Financial Planning (FP&A) • Oil engineering & ops
Industry Oil & Energy
Experience
Crestwood Midstream Partners LP April 2013 - February 2015
Williams Energy October 1997 - April 2013
Trigen Energy 1993 - 1997
Chromalloy 1987 - 1994
Peat Marwick August 1984 - May 1986
Skills
Natural Gas, Energy, Pipelines, Commodity Markets, Financial Analysis, Contract Negotiation, Financial Reporting, Acquisitions, Financial Modeling, Due Diligence, Petroleum, Acquisition Integration, Gas, Oil/Gas, Upstream, Energy Industry, Forecasting, Contract Management, Accounting, Mergers & Acquisitions, Energy Markets, Valuation, Strategy, Commodity, Risk Management, Oil & Gas Industry, Divestitures, Project Finance, Oil, Oil & Gas
Education
Oklahoma State University 1980 — 1984
BBA, Accounting
Crestwood Midstream Partners LP April 2013 - February 2015
Williams Energy October 1997 - April 2013
Trigen Energy 1993 - 1997
Chromalloy 1987 - 1994
Peat Marwick August 1984 - May 1986
Skills
Natural Gas, Energy, Pipelines, Commodity Markets, Financial Analysis, Contract Negotiation, Financial Reporting, Acquisitions, Financial Modeling, Due Diligence, Petroleum, Acquisition Integration, Gas, Oil/Gas, Upstream, Energy Industry, Forecasting, Contract Management, Accounting, Mergers & Acquisitions, Energy Markets, Valuation, Strategy, Commodity, Risk Management, Oil & Gas Industry, Divestitures, Project Finance, Oil, Oil & Gas
Education
Oklahoma State University 1980 — 1984
BBA, Accounting
Bob Sneeringer Bob Sneeringer's Peat Marwick Experience June 1970 - September 1985
Job Senior Director Tax at BDO USA, LLP
Industry Accounting
Experience
BDO USA LLP November 2000 - Present
Deloitte & Touche July 1989 - September 1991
Touche Ross September 1985 - July 1989
Peat Marwick June 1970 - September 1985
Education
Mount St. Mary's University 1966 — 1970
BS, Accounting
BDO USA LLP November 2000 - Present
Deloitte & Touche July 1989 - September 1991
Touche Ross September 1985 - July 1989
Peat Marwick June 1970 - September 1985
Education
Mount St. Mary's University 1966 — 1970
BS, Accounting
Elizabeth (Betty) Falter Elizabeth (Betty) Falter's Peat Marwick Experience June 1991 - June 1992
Job President, Falter & Associates, Inc.
Industry Hospital & Health Care
Experience
Falter & Associates, Inc. 1990 - Present
Arizona Healthcare Leadership Academy May 2004 - July 2014
Lienhard School of Nursing September 1983 - June 1995
New York University Medical Center 1993 - 1995
Peat Marwick June 1991 - June 1992
Coopers and Lybrand June 1988 - June 1989
Skills
Nursing, Staff Development, Non-profits, Leadership, Change Management, Healthcare Management, Leadership Development, Healthcare, Healthcare Consulting, Nursing Education, Hospitals, EHR, Healthcare Information..., Informatics, Clinical Research, EMR, Patient Safety, HIPAA, Physician Relations, Critical Care, Healthcare Industry, Quality Improvement, Physicians, Pediatrics, Home Care, Managed Care, Medicare, Health Education, Acute Care, Medicaid, Wound Care, Public Health, Nonprofits, Inpatient, Case Management, Accreditation, Patient Advocacy, JCAHO, Health Policy, ACLS, Medicine, BLS, Surgery, Revenue Cycle, Emergency Medicine, Patient Education
Education
WRAIN, University of Maryland 1965 — 1969
BS, Nursing
Long Island University
MS, Community Health Management
Falter & Associates, Inc. 1990 - Present
Arizona Healthcare Leadership Academy May 2004 - July 2014
Lienhard School of Nursing September 1983 - June 1995
New York University Medical Center 1993 - 1995
Peat Marwick June 1991 - June 1992
Coopers and Lybrand June 1988 - June 1989
Skills
Nursing, Staff Development, Non-profits, Leadership, Change Management, Healthcare Management, Leadership Development, Healthcare, Healthcare Consulting, Nursing Education, Hospitals, EHR, Healthcare Information..., Informatics, Clinical Research, EMR, Patient Safety, HIPAA, Physician Relations, Critical Care, Healthcare Industry, Quality Improvement, Physicians, Pediatrics, Home Care, Managed Care, Medicare, Health Education, Acute Care, Medicaid, Wound Care, Public Health, Nonprofits, Inpatient, Case Management, Accreditation, Patient Advocacy, JCAHO, Health Policy, ACLS, Medicine, BLS, Surgery, Revenue Cycle, Emergency Medicine, Patient Education
Education
WRAIN, University of Maryland 1965 — 1969
BS, Nursing
Long Island University
MS, Community Health Management
Suzette Goodman Suzette Goodman's Peat Marwick Experience April 1986 - January 1989
Job Teacher
Industry Education Management
Experience
Casa Esperanza Montessori Charter School Substitute TeacherWake County Public SchoolsJuly 2010 - June 2011
Endeavor Charter School Foundation October 2009 - June 2010
Salem Middle School July 2008 - July 2009
Casa Esperanza Montessori Charter School August 2004 - June 2007
Towers Perrin January 1989 - December 1991
Peat Marwick April 1986 - January 1989
Education
Manhattanville College 1991 — 1992
MAT, Secondary Education- Mathematics
Stony Brook University 1979 — 1983
BS, Applied Mathematics & Statistics
Casa Esperanza Montessori Charter School Substitute TeacherWake County Public SchoolsJuly 2010 - June 2011
Endeavor Charter School Foundation October 2009 - June 2010
Salem Middle School July 2008 - July 2009
Casa Esperanza Montessori Charter School August 2004 - June 2007
Towers Perrin January 1989 - December 1991
Peat Marwick April 1986 - January 1989
Education
Manhattanville College 1991 — 1992
MAT, Secondary Education- Mathematics
Stony Brook University 1979 — 1983
BS, Applied Mathematics & Statistics
Ed Fenton Ed Fenton's Peat Marwick Experience May 1981 - September 1983
Job Chief Innovation Officer Enterprise BPO Xerox Services
Industry Financial Services
Experience
Xerox January 2012 - Present
Xerox June 2008 - December 2011
Marsh & McLennan Companies September 2006 - October 2007
Mercer Human Resource Consulting September 2001 - September 2006
Darwin Networks May 2000 - September 2001
Brown-Forman May 1996 - May 2000
PSI Consulting Company September 1985 - April 1996
Filene's September 1983 - September 1985
Peat Marwick May 1981 - September 1983
Skills
Risk Management, Outsourcing, CRM, Program Management, Managerial Finance, Business Process, IT Strategy, Strategy, Management, Process Improvement, Change Management, Management Consulting, Business Process..., Leadership, Data Center, Project Management, IT Management, Enterprise Software
Education
Southern Connecticut State University 1976 — 1980
Bachelor of Science (BS)
Xerox January 2012 - Present
Xerox June 2008 - December 2011
Marsh & McLennan Companies September 2006 - October 2007
Mercer Human Resource Consulting September 2001 - September 2006
Darwin Networks May 2000 - September 2001
Brown-Forman May 1996 - May 2000
PSI Consulting Company September 1985 - April 1996
Filene's September 1983 - September 1985
Peat Marwick May 1981 - September 1983
Skills
Risk Management, Outsourcing, CRM, Program Management, Managerial Finance, Business Process, IT Strategy, Strategy, Management, Process Improvement, Change Management, Management Consulting, Business Process..., Leadership, Data Center, Project Management, IT Management, Enterprise Software
Education
Southern Connecticut State University 1976 — 1980
Bachelor of Science (BS)
Bill Silberman CPA Bill Silberman CPA's Peat Marwick Experience June 1979 - September 1980
Job V.P. Information Systems at American Stevedoring
Industry Transportation/Trucking/Railroad
Experience
American Stevedoring December 1994 - Present
Aeron Aviation January 1988 - December 1992
Expedair International December 1983 - January 1988
Commercial Union Insurance October 1980 - December 1983
Peat Marwick June 1979 - September 1980
Skills
Emergency Medical...
Education
University at Albany, SUNY 1977 — 1978
MS, Accounting
Northeastern University 1972 — 1977
BS, Business
Hewlett High School 1968 — 1972
American Stevedoring December 1994 - Present
Aeron Aviation January 1988 - December 1992
Expedair International December 1983 - January 1988
Commercial Union Insurance October 1980 - December 1983
Peat Marwick June 1979 - September 1980
Skills
Emergency Medical...
Education
University at Albany, SUNY 1977 — 1978
MS, Accounting
Northeastern University 1972 — 1977
BS, Business
Hewlett High School 1968 — 1972
Jean Fornasieri Jean Fornasieri's Peat Marwick Experience 1978 - 1980
Job Adjunct at Bergen Community College
Industry Education Management
Experience
Bergen Community College 2006 - Present
Sel-Employed 2000 - 2006
American Media 1999 - 2000
Hachette Filipacchi Magazines 1990 - 1999
Self-employed 1984 - 1990
CBS Corporation 1980 - 1984
Peat Marwick 1978 - 1980
Skills
Management, Analysis, Teaching, E-Learning, Higher Education, Curriculum Development, Staff Development
Education
New York University
Master of Business Administration (M.B.A.)
Muhlenberg College
Bachelor's degree
Bergen Community College 2006 - Present
Sel-Employed 2000 - 2006
American Media 1999 - 2000
Hachette Filipacchi Magazines 1990 - 1999
Self-employed 1984 - 1990
CBS Corporation 1980 - 1984
Peat Marwick 1978 - 1980
Skills
Management, Analysis, Teaching, E-Learning, Higher Education, Curriculum Development, Staff Development
Education
New York University
Master of Business Administration (M.B.A.)
Muhlenberg College
Bachelor's degree
Mary Lowengard Mary Lowengard's Peat Marwick Experience January 1981 - January 1982
Job Content Chief ▪ Journalist ▪ Corporate Communicator ▪ Financial Writer ▪ Editor
Industry Financial Services
Experience
Mary Lowengard February 1988 - Present
Bloomberg LP January 2014 - January 2015
Bloomberg LP March 2010 - December 2013
Morgan Stanley June 2009 - March 2010
Citi July 2008 - June 2009
Worth Magazine 2004 - 2006
Continental Corporation February 1987 - February 1988
Peat Marwick January 1981 - January 1982
Skills
Corporate Communications, Strategic Communications, Editing, Newsletters, Investor Relations, Editorial, Investments, Bloomberg, Speech Writing, Financial Analysis, Project Management, Magazines, Email Marketing, Equities, Financial Modeling, Finance, Capital Markets, Social Media, Public Speaking, Recruiting, Securities, Leadership, Hedge Funds, Strategy, Management, Marketing, Strategic Planning, Press Releases, Writing
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
MBA, Finance
Teachers College of Columbia University 1975 — 1977
MA, Administration
New York University 1971 — 1974
Bachelor of Arts (B.A.), Politics
Loomis-Chaffee 1966 — 1971
High School, Regular/General High School/Secondary Diploma Program
St. Christopher School, Letchworth HERTS UK 1969 — 1970
O & A Levels, English Lit, Brit Constitution, Pub Crawling
Kingswood-Oxford 1964 — 1966
Middle School, The Old Man and the Sea
Mary Lowengard February 1988 - Present
Bloomberg LP January 2014 - January 2015
Bloomberg LP March 2010 - December 2013
Morgan Stanley June 2009 - March 2010
Citi July 2008 - June 2009
Worth Magazine 2004 - 2006
Continental Corporation February 1987 - February 1988
Peat Marwick January 1981 - January 1982
Skills
Corporate Communications, Strategic Communications, Editing, Newsletters, Investor Relations, Editorial, Investments, Bloomberg, Speech Writing, Financial Analysis, Project Management, Magazines, Email Marketing, Equities, Financial Modeling, Finance, Capital Markets, Social Media, Public Speaking, Recruiting, Securities, Leadership, Hedge Funds, Strategy, Management, Marketing, Strategic Planning, Press Releases, Writing
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
MBA, Finance
Teachers College of Columbia University 1975 — 1977
MA, Administration
New York University 1971 — 1974
Bachelor of Arts (B.A.), Politics
Loomis-Chaffee 1966 — 1971
High School, Regular/General High School/Secondary Diploma Program
St. Christopher School, Letchworth HERTS UK 1969 — 1970
O & A Levels, English Lit, Brit Constitution, Pub Crawling
Kingswood-Oxford 1964 — 1966
Middle School, The Old Man and the Sea
Byron Berry Byron Berry's Peat Marwick Experience 1983 - 1986
Job Shareholder at Hayes, Berry, White & Vanzant
Industry Law Practice
Experience
Hayes Berry White & Vanzant January 1987 - Present
Peat Marwick 1983 - 1986
Skills
Civil Litigation, Litigation, Public Speaking, Commercial Litigation, Customer Service, Financial Analysis, Management, Appeals, Arbitration, Team Building, Contract Negotiation, Banking, Leadership, New Business Development, Budgets, Mediation, Legal Research, Bankruptcy, Estate Planning, Probate Law
Education
South Texas College of Law 1980 — 1982
Juris Doctor (J.D.)
Texas Tech University 1975 — 1977
Bachelor of Science (B.S.), Accounting
Hayes Berry White & Vanzant January 1987 - Present
Peat Marwick 1983 - 1986
Skills
Civil Litigation, Litigation, Public Speaking, Commercial Litigation, Customer Service, Financial Analysis, Management, Appeals, Arbitration, Team Building, Contract Negotiation, Banking, Leadership, New Business Development, Budgets, Mediation, Legal Research, Bankruptcy, Estate Planning, Probate Law
Education
South Texas College of Law 1980 — 1982
Juris Doctor (J.D.)
Texas Tech University 1975 — 1977
Bachelor of Science (B.S.), Accounting
David Friedli David Friedli's Peat Marwick Experience 1986 - 1987
Job
Industry Food Production
Experience
ConagraFoods 2009 - Present
Lear Corporation 1999 - 2009
Elco Thermoplastics 1997 - 1999
Peat Marwick 1986 - 1987
Skills
Project Management, Process Improvement, QAD Implementations, QAD Training, QAD Support, Six Sigma, CPIM, CIRM, MBA Finance, BBA Production and..., Demand Flow Technology
Education
Loyola University Chicago 1982 — 1985
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-Whitewater 1979 — 1982
Bachelor of Business Administration (B.B.A.), Production and Operations Management, 3.7/4.0
ConagraFoods 2009 - Present
Lear Corporation 1999 - 2009
Elco Thermoplastics 1997 - 1999
Peat Marwick 1986 - 1987
Skills
Project Management, Process Improvement, QAD Implementations, QAD Training, QAD Support, Six Sigma, CPIM, CIRM, MBA Finance, BBA Production and..., Demand Flow Technology
Education
Loyola University Chicago 1982 — 1985
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-Whitewater 1979 — 1982
Bachelor of Business Administration (B.B.A.), Production and Operations Management, 3.7/4.0
Frank Sorce Frank Sorce's Peat Marwick Experience 1987 - 1989
Job Senior Director, Business Development & Marketing at UPM Pharmaceuticals, Inc.
Industry Pharmaceuticals
Experience
UPM Pharmaceuticals, Inc. August 2007 - Present
IMFS, Inc. April 2003 - August 2007
Songbird Hearing Inc February 2002 - March 2003
Reliant Pharmaceuticals Inc June 2000 - January 2002
inVentiv Health (formally Ventiv Health US Sales) July 1998 - June 2000
Innovex Inc November 1996 - July 1998
Astra Merck May 1992 - November 1996
Merck &Co., Inc September 1989 - May 1992
Peat Marwick 1987 - 1989
Skills
Business Development, Leadership, Forecasting, Process Improvement, Management, Sales, Sales Management, Pharmaceutical Industry, Start-ups, Training, Biotechnology, Product Launch, Marketing Strategy, Product Management, Recruiting, Marketing, Cross-functional Team..., Business Strategy, Performance Management, New Business Development, Project Management, Change Management, Product Development, Account Management, Medical Devices, Pharmaceutical Sales, Team Leadership
Education
Seton Hall University 1992 — 1996
MBA, Marketing
Kean University 1987 — 1989
BS, Management Science
UPM Pharmaceuticals, Inc. August 2007 - Present
IMFS, Inc. April 2003 - August 2007
Songbird Hearing Inc February 2002 - March 2003
Reliant Pharmaceuticals Inc June 2000 - January 2002
inVentiv Health (formally Ventiv Health US Sales) July 1998 - June 2000
Innovex Inc November 1996 - July 1998
Astra Merck May 1992 - November 1996
Merck &Co., Inc September 1989 - May 1992
Peat Marwick 1987 - 1989
Skills
Business Development, Leadership, Forecasting, Process Improvement, Management, Sales, Sales Management, Pharmaceutical Industry, Start-ups, Training, Biotechnology, Product Launch, Marketing Strategy, Product Management, Recruiting, Marketing, Cross-functional Team..., Business Strategy, Performance Management, New Business Development, Project Management, Change Management, Product Development, Account Management, Medical Devices, Pharmaceutical Sales, Team Leadership
Education
Seton Hall University 1992 — 1996
MBA, Marketing
Kean University 1987 — 1989
BS, Management Science
Ken Lozano's Peat Marwick Experience 1976 - 1979
Job CPA l CFP® l E.K. Lozano & Co., Director The McLean Group
Industry Accounting
Experience
E.K. Lozano & Company, LLC 1997 - Present
The McLean Group December 2012 - Present
New Orleans Based Regional Accounting Firm 1991 - 1997
Deloitte & Touche Tax Technologies 1986 - 1991
Coopers & Lybrand Consulting 1982 - 1986
Stone Petroleum Corporation 1979 - 1982
Peat Marwick 1976 - 1979
Skills
Oil & Gas Accounting, Oil & Gas Taxation, Certified Financial..., Accounting, Financial Statement..., Due Diligence Reviews, Tax, Financial Reporting, QuickBooks, Income Tax, Investment Banking, Real Estate Taxation, Oil & Gas Industry, Tax Analysis, New Client Acquisitions, Financial Statements, Budget Analysis, Estate Planning, Mutual Funds, Life Insurance, Annuities, Life Insurance..., CPA, Due Diligence
Education
University of New Orleans 1986 — 1987
Graduate Accounting Studies, Accounting
Southeastern Louisiana University 1975 — 1976
B.S. Accounting, Accounting
E.K. Lozano & Company, LLC 1997 - Present
The McLean Group December 2012 - Present
New Orleans Based Regional Accounting Firm 1991 - 1997
Deloitte & Touche Tax Technologies 1986 - 1991
Coopers & Lybrand Consulting 1982 - 1986
Stone Petroleum Corporation 1979 - 1982
Peat Marwick 1976 - 1979
Skills
Oil & Gas Accounting, Oil & Gas Taxation, Certified Financial..., Accounting, Financial Statement..., Due Diligence Reviews, Tax, Financial Reporting, QuickBooks, Income Tax, Investment Banking, Real Estate Taxation, Oil & Gas Industry, Tax Analysis, New Client Acquisitions, Financial Statements, Budget Analysis, Estate Planning, Mutual Funds, Life Insurance, Annuities, Life Insurance..., CPA, Due Diligence
Education
University of New Orleans 1986 — 1987
Graduate Accounting Studies, Accounting
Southeastern Louisiana University 1975 — 1976
B.S. Accounting, Accounting
Diana Sims Payne, CPA, MBA, CFE Diana Sims Payne, CPA, MBA, CFE's Peat Marwick Experience May 1976 - June 1981
Job Assistant Professor UA Fort Smith
Industry Higher Education
Experience
University of Arkansas Fort Smith January 1982 - Present
Diana Sims Payne, CPA, MBA, CFE June 1981 - Present
Peat Marwick May 1976 - June 1981
Skills
Leadership, Strategic Planning, Budget, Team Building, Public Speaking, Access, Project Management, PowerPoint, Non-profits, Microsoft Office, Teaching, Accounting, Nonprofits, Training, Curriculum Design, Editing, Marketing, Budgets, Social Networking, Social Media, Event Planning, Leadership Development, Research, Fundraising, Higher Education, Analysis, Microsoft Excel, Student Affairs, Coaching, Staff Development, Public Relations, Program Development, Community Outreach, Data Analysis
Education
University of Arkansas 1983 — 1988
MBA, Business Administration
Ouachita Baptist University 1973 — 1977
BS, Accounting
Waldron
University of Arkansas Fort Smith January 1982 - Present
Diana Sims Payne, CPA, MBA, CFE June 1981 - Present
Peat Marwick May 1976 - June 1981
Skills
Leadership, Strategic Planning, Budget, Team Building, Public Speaking, Access, Project Management, PowerPoint, Non-profits, Microsoft Office, Teaching, Accounting, Nonprofits, Training, Curriculum Design, Editing, Marketing, Budgets, Social Networking, Social Media, Event Planning, Leadership Development, Research, Fundraising, Higher Education, Analysis, Microsoft Excel, Student Affairs, Coaching, Staff Development, Public Relations, Program Development, Community Outreach, Data Analysis
Education
University of Arkansas 1983 — 1988
MBA, Business Administration
Ouachita Baptist University 1973 — 1977
BS, Accounting
Waldron
Bill Jessiman Bill Jessiman's Peat Marwick Experience 1965 - 1972
Job Managing Director, Crew Analysis and Systems (Retired) at American Airlines
Industry Airlines/Aviation
Experience
American Airlines October 1986 - Present
Cambridge Systematics, Inc. 1972 - 1986
Peat Marwick 1965 - 1972
Skills
Airlines, Airports, Commercial Aviation, Flights, Aviation, Civil Aviation, Flight Safety, Project Planning, Aircraft, Aerospace
Education
M.I.T. 1963 — 1965
Master of Science, Transportation
M.I.T. 1959 — 1963
Bachelor of Science, Civil Engineering (Transportation)
American Airlines October 1986 - Present
Cambridge Systematics, Inc. 1972 - 1986
Peat Marwick 1965 - 1972
Skills
Airlines, Airports, Commercial Aviation, Flights, Aviation, Civil Aviation, Flight Safety, Project Planning, Aircraft, Aerospace
Education
M.I.T. 1963 — 1965
Master of Science, Transportation
M.I.T. 1959 — 1963
Bachelor of Science, Civil Engineering (Transportation)
Dale Wallner Dale Wallner's Peat Marwick Experience September 1980 - May 1983
Job Vice President Chief Financial Officer at Beacon Funding Corporation
Industry Financial Services
Experience
Beacon Funding Corporation September 2013 - Present
Baytree National Bank & Trust - Equipment Leasing and Finance Group January 2011 - August 2013
Baytree National Bank & Trust Co - Equipment Leasing and Finance Group September 2003 - December 2010
CitiCapital - Bankers Leasing May 1998 - September 2003
Bankers Leasing Association May 1986 - April 1998
Urban Investment Partners May 1983 - May 1986
Peat Marwick September 1980 - May 1983
Skills
Loans, Credit, Banking, Sales Management, Accounting, Operations Management, Analysis, Team Leadership, Management, Financial Analysis, Finance, Leadership, Risk Management
Education
Northern Illinois University 1976 — 1980
Accounting
University of Illinois at Urbana-Champaign 1976 — 1977
Beacon Funding Corporation September 2013 - Present
Baytree National Bank & Trust - Equipment Leasing and Finance Group January 2011 - August 2013
Baytree National Bank & Trust Co - Equipment Leasing and Finance Group September 2003 - December 2010
CitiCapital - Bankers Leasing May 1998 - September 2003
Bankers Leasing Association May 1986 - April 1998
Urban Investment Partners May 1983 - May 1986
Peat Marwick September 1980 - May 1983
Skills
Loans, Credit, Banking, Sales Management, Accounting, Operations Management, Analysis, Team Leadership, Management, Financial Analysis, Finance, Leadership, Risk Management
Education
Northern Illinois University 1976 — 1980
Accounting
University of Illinois at Urbana-Champaign 1976 — 1977
Pete Tunnicliffe Pete Tunnicliffe's Peat Marwick Experience 1983 - 1984
Job President, Athray Group LLC
Industry Management Consulting
Experience
Athray Group LLC September 2011 - Present
Shainin LLC January 2002 - September 2011
Cap Gemini Ernst & Young 2000 - 2001
Ernst & Young 1999 - 2000
A.T. Kearney 1994 - 1999
Union Special 1990 - 1994
Ernst & Young 1984 - 1990
Peat Marwick 1983 - 1984
Avco Lycoming Division 1981 - 1983
Skills
Lean Manufacturing, Change Leadership, Program Management, Six Sigma, Process Improvement, Leadership, Change Management, Manufacturing, Root Cause Analysis, Continuous Improvement, Business Process..., Quality Management, Operations Management, Management, Cross-functional Team..., Management Consulting, Lean Transformation, Coaching, Engineering, SPC, Value Stream Mapping, Strategy, APQP, Team Leadership
Education
Purdue University - Krannert School of Management 1995 — 1997
MS, Management
University of New Haven 1981 — 1984
MS, Operations Research
Purdue University 1976 — 1981
BS, Industrial Engineering
Roosevelt High School
Roosevelt High School
Roosevelt High School
Roosevelt High School
Villanova
Athray Group LLC September 2011 - Present
Shainin LLC January 2002 - September 2011
Cap Gemini Ernst & Young 2000 - 2001
Ernst & Young 1999 - 2000
A.T. Kearney 1994 - 1999
Union Special 1990 - 1994
Ernst & Young 1984 - 1990
Peat Marwick 1983 - 1984
Avco Lycoming Division 1981 - 1983
Skills
Lean Manufacturing, Change Leadership, Program Management, Six Sigma, Process Improvement, Leadership, Change Management, Manufacturing, Root Cause Analysis, Continuous Improvement, Business Process..., Quality Management, Operations Management, Management, Cross-functional Team..., Management Consulting, Lean Transformation, Coaching, Engineering, SPC, Value Stream Mapping, Strategy, APQP, Team Leadership
Education
Purdue University - Krannert School of Management 1995 — 1997
MS, Management
University of New Haven 1981 — 1984
MS, Operations Research
Purdue University 1976 — 1981
BS, Industrial Engineering
Roosevelt High School
Roosevelt High School
Roosevelt High School
Roosevelt High School
Villanova
Anne Davenport's Peat Marwick Experience June 1984 - July 1990
Job Tax Director at Wake Forest University
Industry Higher Education
Experience
Wake Forest University March 2008 - Present
Anne E. Davenport, CPA 1989 - Present
UNC Charlotte August 2005 - April 2008
Miami University 1998 - 2005
Miami University June 1995 - August 1998
Public Accounting (Various firms) January 1991 - May 1995
Peat Marwick June 1984 - July 1990
Skills
Tax Law - UBTI, Tax Compliance USC/NRA, Non-profits, Tax, Payroll, Investments, Accounting, Financial Reporting, Tax Exempt Bond..., Retirement Plan..., Sales Tax, Employee Benefits, Nonprofits, Tax Preparation, Financial Statements, Financial Analysis, Financial Accounting, Auditing, Microsoft Excel, Higher Education, Management
Education
Miami University 1982 — 1983
MBA, Accounting/Tax
Miami University 1973 — 1978
BA, Psychology/Mathematics
Wake Forest University March 2008 - Present
Anne E. Davenport, CPA 1989 - Present
UNC Charlotte August 2005 - April 2008
Miami University 1998 - 2005
Miami University June 1995 - August 1998
Public Accounting (Various firms) January 1991 - May 1995
Peat Marwick June 1984 - July 1990
Skills
Tax Law - UBTI, Tax Compliance USC/NRA, Non-profits, Tax, Payroll, Investments, Accounting, Financial Reporting, Tax Exempt Bond..., Retirement Plan..., Sales Tax, Employee Benefits, Nonprofits, Tax Preparation, Financial Statements, Financial Analysis, Financial Accounting, Auditing, Microsoft Excel, Higher Education, Management
Education
Miami University 1982 — 1983
MBA, Accounting/Tax
Miami University 1973 — 1978
BA, Psychology/Mathematics
David Dykstra David Dykstra's Peat Marwick Experience May 1985 - May 1987
Job CFO at J&L Dimensional Services, Inc.
Industry Aviation & Aerospace
Experience
J&L Dimensional Services, Inc. September 2011 - Present
VICKERS ENGINEERING, INC December 2005 - September 2011
VSV GROUP, INC January 2003 - November 2005
Star Financial Network January 2001 - January 2002
EZIAZ, INC April 2000 - February 2001
AMERITECH ADVANCED DATA SERVICES September 1999 - April 2000
Ameritech April 1993 - September 1999
WRIGLEY JR. COMPANY May 1987 - February 1991
Peat Marwick May 1985 - May 1987
Skills
Strategic Planning, Mergers, Internal Controls, Financial Modeling, Analysis, Financial Reporting, Project Management, Cross-functional Team..., Treasury, Corporate Finance, Budgets, Accounting, Mergers & Acquisitions, Management, Manufacturing, Payroll, Start-ups, Process Improvement, Strategic Financial..., Strategy, Managerial Finance, Leadership
Education
The University of Chicago 1993 — 1997
M.B.A, Finance & Marketing Concentrations, with Honors
Illinois State University 1981 — 1985
Bachelors of Science, Accounting
J&L Dimensional Services, Inc. September 2011 - Present
VICKERS ENGINEERING, INC December 2005 - September 2011
VSV GROUP, INC January 2003 - November 2005
Star Financial Network January 2001 - January 2002
EZIAZ, INC April 2000 - February 2001
AMERITECH ADVANCED DATA SERVICES September 1999 - April 2000
Ameritech April 1993 - September 1999
WRIGLEY JR. COMPANY May 1987 - February 1991
Peat Marwick May 1985 - May 1987
Skills
Strategic Planning, Mergers, Internal Controls, Financial Modeling, Analysis, Financial Reporting, Project Management, Cross-functional Team..., Treasury, Corporate Finance, Budgets, Accounting, Mergers & Acquisitions, Management, Manufacturing, Payroll, Start-ups, Process Improvement, Strategic Financial..., Strategy, Managerial Finance, Leadership
Education
The University of Chicago 1993 — 1997
M.B.A, Finance & Marketing Concentrations, with Honors
Illinois State University 1981 — 1985
Bachelors of Science, Accounting
Lisa Rich MBA CPA CFE Lisa Rich MBA CPA CFE's Peat Marwick Experience 1984 - 1987
Job Chief Financial Specialist Financial One Accounting Inc.
Industry Financial Services
Experience
Financial One Accounting Inc. February 2012 - Present
CIG CORP January 2009 - February 2012
JET THEATRE 2008 - 2009
BLOOMFIELD PLAYERS COMMUNITY THEATRE 2004 - 2008
INFORMED ACCOUNTANTS, LLC 1997 - 2004
THE WHALL GROUP 1995 - 1996
INTERNATIONAL UAW 1991 - 1994
PLANTE & MORAN 1989 - 1990
Laventhol and Horwath 1989 - 1990
PEAT, MARWICK 1984 - 1987
Skills
Accounting, Financial Reporting, Auditing, Audit, Internal Controls, Problem Solving, Quickbooks, Small Business, Managerial Finance, Leadership, Strategy, Budgets, Management, Analysis, Financial Analysis, QuickBooks, Strategic Planning, Finance, Internal Audit
Education
Ivey Business School at Western University 1975 — 1979
HBA, Business
University of Windsor
Ivey School of Business Administration Masters, Business Administration
Financial One Accounting Inc. February 2012 - Present
CIG CORP January 2009 - February 2012
JET THEATRE 2008 - 2009
BLOOMFIELD PLAYERS COMMUNITY THEATRE 2004 - 2008
INFORMED ACCOUNTANTS, LLC 1997 - 2004
THE WHALL GROUP 1995 - 1996
INTERNATIONAL UAW 1991 - 1994
PLANTE & MORAN 1989 - 1990
Laventhol and Horwath 1989 - 1990
PEAT, MARWICK 1984 - 1987
Skills
Accounting, Financial Reporting, Auditing, Audit, Internal Controls, Problem Solving, Quickbooks, Small Business, Managerial Finance, Leadership, Strategy, Budgets, Management, Analysis, Financial Analysis, QuickBooks, Strategic Planning, Finance, Internal Audit
Education
Ivey Business School at Western University 1975 — 1979
HBA, Business
University of Windsor
Ivey School of Business Administration Masters, Business Administration
Sally Nelson's Peat Marwick Experience 1982 - 1986
Job Retired CEO at Huntsville Memorial Hospital in affiliation with Memorial Hermann Healthcare System
Industry Hospital & Health Care
Experience
Federal Home Loan Bank of Dallas January 2014 - Present
Huntsville Memorial Hospital 2008 - Present
Red Cross Houston Branch 2000 - 2005
United Way Houston 1999 - 2005
Texas Children's Hospital 1986 - 2004
Peat Marwick 1982 - 1986
Skills
Healthcare Management, Healthcare, Management, Healthcare Information..., Hospitals, Healthcare Consulting, Process Improvement, EHR, EMR, Revenue Cycle, HIPAA, Public Speaking, Leadership, Strategic Planning, Physician Relations, Managed Care, Healthcare Industry, Team Building, Physicians, Clinical Research, Informatics, Budgets
Education
Louisiana State University 1971 — 1975
BS, Accounting and Computer Science
Federal Home Loan Bank of Dallas January 2014 - Present
Huntsville Memorial Hospital 2008 - Present
Red Cross Houston Branch 2000 - 2005
United Way Houston 1999 - 2005
Texas Children's Hospital 1986 - 2004
Peat Marwick 1982 - 1986
Skills
Healthcare Management, Healthcare, Management, Healthcare Information..., Hospitals, Healthcare Consulting, Process Improvement, EHR, EMR, Revenue Cycle, HIPAA, Public Speaking, Leadership, Strategic Planning, Physician Relations, Managed Care, Healthcare Industry, Team Building, Physicians, Clinical Research, Informatics, Budgets
Education
Louisiana State University 1971 — 1975
BS, Accounting and Computer Science
Christina Oleksyn Christina Oleksyn's Peat Marwick Experience 1976 - 1981
Job Lead Financial Analyst Supply Chain at Harris Corporation
Industry Accounting
Experience
Harris Corporation November 2008 - Present
Harris Corporation November 2008 - Present
ITT Corporation November 2008 - June 2015
Carestream Health May 2007 - October 2008
Eastman Kodak 1981 - 2007
Peat Marwick 1976 - 1981
Skills
Budgeting, Financial Analysis, Strategic Planning, Forecasting, Budgets, Financial Reporting, Process Improvement, Cross-functional Team..., Financial Modeling, Accounting, Change Management, Mergers & Acquisitions, Strategy, Manufacturing, Lean Manufacturing, Six Sigma, Supply Chain, Continuous Improvement, Black Belt, Management, Business Process..., Finance, Sarbanes-Oxley Act, Operational Excellence, Analysis, SAP, Team Leadership, Supply Chain Management, Process Engineering, Operations Management, Project Planning, Supply Management, MRP, Strategic Sourcing, DMAIC, P&L Management, Materials Management, Manufacturing..., Purchasing
Education
St. John Fisher College 1972 — 1976
BS, Accounting
Harris Corporation November 2008 - Present
Harris Corporation November 2008 - Present
ITT Corporation November 2008 - June 2015
Carestream Health May 2007 - October 2008
Eastman Kodak 1981 - 2007
Peat Marwick 1976 - 1981
Skills
Budgeting, Financial Analysis, Strategic Planning, Forecasting, Budgets, Financial Reporting, Process Improvement, Cross-functional Team..., Financial Modeling, Accounting, Change Management, Mergers & Acquisitions, Strategy, Manufacturing, Lean Manufacturing, Six Sigma, Supply Chain, Continuous Improvement, Black Belt, Management, Business Process..., Finance, Sarbanes-Oxley Act, Operational Excellence, Analysis, SAP, Team Leadership, Supply Chain Management, Process Engineering, Operations Management, Project Planning, Supply Management, MRP, Strategic Sourcing, DMAIC, P&L Management, Materials Management, Manufacturing..., Purchasing
Education
St. John Fisher College 1972 — 1976
BS, Accounting
Caroline Blewer, CPA's Peat Marwick Experience November 1988 - November 1989
Job Staff accountant at AFS Logistics
Industry Logistics and Supply Chain
Experience
AFS Audit May 2012 - Present
TR Training Solutions May 2011 - December 2011
Smith Pugh & Seal, LLP June 1996 - June 2000
The Frymaster Corporation November 1989 - October 1994
Peat Marwick November 1988 - November 1989
Price Waterhouse January 1986 - October 1988
Skills
Accounts Receivable, Accounting, Logistics
Education
LSU 1981 — 1985
Bachelor's degree, Accounting
AFS Audit May 2012 - Present
TR Training Solutions May 2011 - December 2011
Smith Pugh & Seal, LLP June 1996 - June 2000
The Frymaster Corporation November 1989 - October 1994
Peat Marwick November 1988 - November 1989
Price Waterhouse January 1986 - October 1988
Skills
Accounts Receivable, Accounting, Logistics
Education
LSU 1981 — 1985
Bachelor's degree, Accounting
Ruth Lidwill Ruth Lidwill's Peat Marwick Experience January 1984 - January 1989
Job Document Specialist at Miller Thomson LLP
Industry Law Practice
Experience
Miller Thomson LLP July 2009 - Present
Fraser Milner Casgrain LLP January 1995 - June 2009
Lidwill & Elliott Enterprises January 1989 - January 1995
Peat Marwick January 1984 - January 1989
Education
Ryerson University
Business Administration
Miller Thomson LLP July 2009 - Present
Fraser Milner Casgrain LLP January 1995 - June 2009
Lidwill & Elliott Enterprises January 1989 - January 1995
Peat Marwick January 1984 - January 1989
Education
Ryerson University
Business Administration
Heather Tietgens's Peat Marwick Experience December 1983 - February 1988
Job Controller at Storey Publishing
Industry Publishing
Experience
Storey Publishing December 2007 - Present
Self Employed February 1989 - December 2007
Peat Marwick December 1983 - February 1988
Skills
Financial Reporting, Financial Statement..., Operating Budgets, Variance Analysis, Revenue Recognition, General Ledger, GAAP, Cost Accounting, Accruals, Peachtree, Fixed Assets, Year-end Close, Payroll, Budgets, Auditing, Accounting, CPA, Tax, Finance, Tax Preparation, Management, Budgeting, Customer Service
Education
Massachusetts College of Liberal Arts 1979 — 1983
Bachelor of Science, Business Administration-Accounting
Storey Publishing December 2007 - Present
Self Employed February 1989 - December 2007
Peat Marwick December 1983 - February 1988
Skills
Financial Reporting, Financial Statement..., Operating Budgets, Variance Analysis, Revenue Recognition, General Ledger, GAAP, Cost Accounting, Accruals, Peachtree, Fixed Assets, Year-end Close, Payroll, Budgets, Auditing, Accounting, CPA, Tax, Finance, Tax Preparation, Management, Budgeting, Customer Service
Education
Massachusetts College of Liberal Arts 1979 — 1983
Bachelor of Science, Business Administration-Accounting
Kathleen Victorino's Peat Marwick Experience 1979 - 1985
Job
Industry Investment Management
Experience
US Treasury Office of Financial Research April 2014 - Present
US Treasury Office of Financial Stability March 2009 - April 2014
Deloitte Consulting 2005 - 2009
Corporate Growth Group 2003 - 2005
Fidelity Investments January 1991 - December 2002
Deloitte Consulting 1985 - 1991
Peat Marwick 1979 - 1985
Skills
Securities, Compliance, Risk Management, Due Diligence, Asset Management, Fixed Income, Capital Markets, Asset Managment, Financial Services, Mergers & Acquisitions, Strategy, Finance, Investments, Banking, Program Management, Budgets, Portfolio Management, SDLC, Emerging Markets, Management, Financial Modeling, Leadership, Corporate Governance, Cross-functional Team..., Derivatives, Private Equity, AML, Mutual Funds, Outsourcing, Financial Risk, Financial Analysis, Bloomberg, Corporate Finance, Equities, Valuation, Financial Markets, Enterprise Risk..., Management Consulting, Investment Banking
Education
UCLA Anderson School of Management 1975 — 1977
MBA, Accounting, Strategy
Mills College
Bachelor of Arts (B.A.), Fine Arts
US Treasury Office of Financial Research April 2014 - Present
US Treasury Office of Financial Stability March 2009 - April 2014
Deloitte Consulting 2005 - 2009
Corporate Growth Group 2003 - 2005
Fidelity Investments January 1991 - December 2002
Deloitte Consulting 1985 - 1991
Peat Marwick 1979 - 1985
Skills
Securities, Compliance, Risk Management, Due Diligence, Asset Management, Fixed Income, Capital Markets, Asset Managment, Financial Services, Mergers & Acquisitions, Strategy, Finance, Investments, Banking, Program Management, Budgets, Portfolio Management, SDLC, Emerging Markets, Management, Financial Modeling, Leadership, Corporate Governance, Cross-functional Team..., Derivatives, Private Equity, AML, Mutual Funds, Outsourcing, Financial Risk, Financial Analysis, Bloomberg, Corporate Finance, Equities, Valuation, Financial Markets, Enterprise Risk..., Management Consulting, Investment Banking
Education
UCLA Anderson School of Management 1975 — 1977
MBA, Accounting, Strategy
Mills College
Bachelor of Arts (B.A.), Fine Arts
Bruce Kaechele's Peat Marwick Experience June 1975 - June 1978
Job Founder, RefluxMD
Industry Internet
Experience
RefluxMD April 2012 - Present
BRK Strategies September 2011 - March 2012
TargetSafety December 1999 - May 2011
Mentor Medical Partners June 1996 - November 1999
Premier, Inc./ AMHS January 1990 - May 1996
First Chicago Bank & Trust June 1987 - December 1989
Baxter Healthcare June 1978 - June 1987
Peat Marwick June 1975 - June 1978
Skills
Strategic Planning, Execution Management, Executive Development, Start-ups, Enterprise Software, SaaS, Business Strategy, Sales Operations, Digital Marketing, Entrepreneurship, Finance, Project Management, Marketing, Healthcare, Management, Business Development, Venture Capital, Mergers & Acquisitions, Cloud Computing, Executive Management, Strategic Partnerships, Marketing Strategy, Strategy, Team Building, Training, Management Consulting, Product Management, New Business Development, Corporate Development, Competitive Analysis, B2B, Consulting, CRM, Online Marketing, Team Management, Lead Generation, Business Planning, Product Marketing, Analytics, E-commerce, Cross-functional Team..., Execution Management..., Angel Investing, Online Advertising, Product Development, P&L Management, Go-to-market Strategy, Product Launch, Email Marketing, Web 2.0
Education
Northwestern University - Kellogg School of Management 1973 — 1975
Masters of Management, Finance / Accounting
Harvard University 1969 — 1972
AB, Political Science and English
Maine West
RefluxMD April 2012 - Present
BRK Strategies September 2011 - March 2012
TargetSafety December 1999 - May 2011
Mentor Medical Partners June 1996 - November 1999
Premier, Inc./ AMHS January 1990 - May 1996
First Chicago Bank & Trust June 1987 - December 1989
Baxter Healthcare June 1978 - June 1987
Peat Marwick June 1975 - June 1978
Skills
Strategic Planning, Execution Management, Executive Development, Start-ups, Enterprise Software, SaaS, Business Strategy, Sales Operations, Digital Marketing, Entrepreneurship, Finance, Project Management, Marketing, Healthcare, Management, Business Development, Venture Capital, Mergers & Acquisitions, Cloud Computing, Executive Management, Strategic Partnerships, Marketing Strategy, Strategy, Team Building, Training, Management Consulting, Product Management, New Business Development, Corporate Development, Competitive Analysis, B2B, Consulting, CRM, Online Marketing, Team Management, Lead Generation, Business Planning, Product Marketing, Analytics, E-commerce, Cross-functional Team..., Execution Management..., Angel Investing, Online Advertising, Product Development, P&L Management, Go-to-market Strategy, Product Launch, Email Marketing, Web 2.0
Education
Northwestern University - Kellogg School of Management 1973 — 1975
Masters of Management, Finance / Accounting
Harvard University 1969 — 1972
AB, Political Science and English
Maine West
Peter Cowperthwaite's Peat Marwick Experience 1983 - 1986
Job Cowperthwaite & Company Real Estate
Industry Real Estate
Experience
Cowperthwaite & Company Real Estate January 1989 - Present
Apple Inc., Cisco Systems, San Francisco 49ers 1987 - 1990
Peat Marwick 1983 - 1986
Skills
Sales Process, Client Representation, Marketing Strategy, Contract Negotiation, Online Advertising, Marketing, Buyer Representation, Real Estate, Sellers, Real Estate Transactions, Business Development, Residential Homes, Investment Properties, Strategic Partnerships, Team Building, Entrepreneurship, Investments, Negotiation, Sales Management, Strategic Planning
Education
Queen's University 1979 — 1983
Economics
Cowperthwaite & Company Real Estate January 1989 - Present
Apple Inc., Cisco Systems, San Francisco 49ers 1987 - 1990
Peat Marwick 1983 - 1986
Skills
Sales Process, Client Representation, Marketing Strategy, Contract Negotiation, Online Advertising, Marketing, Buyer Representation, Real Estate, Sellers, Real Estate Transactions, Business Development, Residential Homes, Investment Properties, Strategic Partnerships, Team Building, Entrepreneurship, Investments, Negotiation, Sales Management, Strategic Planning
Education
Queen's University 1979 — 1983
Economics
Joseph Wargo, CPA CTC's Peat Marwick Experience 1981 - 1986
Job Competent Proactive Accessible
Industry Accounting
Experience
Joseph Wargo July 2003 - Present
LSI Capital Managers, Inc. November 2009 - Present
Management Consultant 2003 - Present
Carpenter and Langford PC 1998 - 2003
Peat Marwick 1981 - 1986
Skills
Accounting, Corporate Tax, Investments, Private Equity, Project Finance, Due Diligence, Capital, Finance, Management, Entrepreneurship, Mergers & Acquisitions, Joint Ventures, Valuation, Venture Capital, Tax, IPO, Cash Flow, Restructuring, Business Strategy, Equities, Small Business, CPA, Financial Analysis, Business Valuation, Start-ups, Financial Structuring, Corporate Finance, Asset Management, Financial Reporting, Management Consulting
Education
National Institute for Excellence in Professional Education 2001 — 2003
Certified Specialist in Managment Consulting, Management
Lake Erie College 1973 — 1976
BS, Business Admin / Accounting
American Institute of Certified Tax Coaches
Certified Tax Coach, Taxation
Joseph Wargo July 2003 - Present
LSI Capital Managers, Inc. November 2009 - Present
Management Consultant 2003 - Present
Carpenter and Langford PC 1998 - 2003
Peat Marwick 1981 - 1986
Skills
Accounting, Corporate Tax, Investments, Private Equity, Project Finance, Due Diligence, Capital, Finance, Management, Entrepreneurship, Mergers & Acquisitions, Joint Ventures, Valuation, Venture Capital, Tax, IPO, Cash Flow, Restructuring, Business Strategy, Equities, Small Business, CPA, Financial Analysis, Business Valuation, Start-ups, Financial Structuring, Corporate Finance, Asset Management, Financial Reporting, Management Consulting
Education
National Institute for Excellence in Professional Education 2001 — 2003
Certified Specialist in Managment Consulting, Management
Lake Erie College 1973 — 1976
BS, Business Admin / Accounting
American Institute of Certified Tax Coaches
Certified Tax Coach, Taxation
Robert Blitz's Peat Marwick Experience October 1983 - September 1985
Job Director of Finance at Harris Corporation
Industry Defense & Space
Experience
Harris Corporation May 2011 - Present
Robert Blitz Consulting May 2010 - May 2011
Southwest Water Company February 2008 - May 2010
Alliance Imaging March 2005 - July 2007
Earth Tech March 2003 - March 2005
Time Warner Cable May 2002 - January 2003
Fluor July 1999 - July 2001
Raytheon Engineers & Constructors July 1987 - June 1999
Peat Marwick October 1983 - September 1985
Institute For International Studies And Training September 1982 - August 1983
Skills
Strategic Planning, Forecasting, Budgeting, Budget Analysis, Budget Development, Sales Process, Operations Management, General Operations, P&L Management, P&L responsibility, Tactical Planning, Organizational Design, Business Turnaround, Turnarounds, Turnaround Situations, Company Turnaround, Professional Services, Sales Management, Proposal Management, Contract Negotiations, Pricing Negotiation, Negotiating Contracts, Due Diligence, Closing Deals, Financial Planning, Financial Management, Leadership Development, Cross-functional Team..., Strategic Leadership, Thought Leadership, Budgets, Proposal Writing, Managerial Finance, Strategic Financial..., Contract Negotiation, P&L Responsibility, Pricing Strategy, Turn Around Management, Business Strategy, Leadership, Mergers, Business Analysis, Financial Analysis, Analysis, Management, Start-ups, Business Development, Deal Closure, Team Building, Project Management
Education
Rutgers Business School 1985 — 1987
MBA, Finance
Rutgers University-New Brunswick 1978 — 1982
BA, Political Science
Harris Corporation May 2011 - Present
Robert Blitz Consulting May 2010 - May 2011
Southwest Water Company February 2008 - May 2010
Alliance Imaging March 2005 - July 2007
Earth Tech March 2003 - March 2005
Time Warner Cable May 2002 - January 2003
Fluor July 1999 - July 2001
Raytheon Engineers & Constructors July 1987 - June 1999
Peat Marwick October 1983 - September 1985
Institute For International Studies And Training September 1982 - August 1983
Skills
Strategic Planning, Forecasting, Budgeting, Budget Analysis, Budget Development, Sales Process, Operations Management, General Operations, P&L Management, P&L responsibility, Tactical Planning, Organizational Design, Business Turnaround, Turnarounds, Turnaround Situations, Company Turnaround, Professional Services, Sales Management, Proposal Management, Contract Negotiations, Pricing Negotiation, Negotiating Contracts, Due Diligence, Closing Deals, Financial Planning, Financial Management, Leadership Development, Cross-functional Team..., Strategic Leadership, Thought Leadership, Budgets, Proposal Writing, Managerial Finance, Strategic Financial..., Contract Negotiation, P&L Responsibility, Pricing Strategy, Turn Around Management, Business Strategy, Leadership, Mergers, Business Analysis, Financial Analysis, Analysis, Management, Start-ups, Business Development, Deal Closure, Team Building, Project Management
Education
Rutgers Business School 1985 — 1987
MBA, Finance
Rutgers University-New Brunswick 1978 — 1982
BA, Political Science
Pat Hollis's Peat Marwick Experience November 1972 - October 1975
Job CFO at Horizons Incorporate
Industry Wine and Spirits
Experience
Horizons Incorporated November 1975 - Present
Peat Marwick November 1972 - October 1975
Alexander Grant February 1970 - August 1972
Ernst & Young December 1967 - February 1970
Skills
Strategic Planning, Management, Forecasting, Contract Negotiation
Education
Ohio University 1963 — 1967
Bachelor of Science
Horizons Incorporated November 1975 - Present
Peat Marwick November 1972 - October 1975
Alexander Grant February 1970 - August 1972
Ernst & Young December 1967 - February 1970
Skills
Strategic Planning, Management, Forecasting, Contract Negotiation
Education
Ohio University 1963 — 1967
Bachelor of Science
Holly Drake's Peat Marwick Experience 1994 - 1996
Job Head of Reinsurance Asset Management at Zurich Insurance
Industry Insurance
Experience
Zurich Financial Services May 2010 - November 2013
Zurich Financial Services 1995 - May 2010
Peat Marwick 1994 - 1996
Leo Burnett 1993 - 1994
Education
Illinois Certified Public Accountant
CPA, Public Accounting
Loyola University Chicago
Zurich Financial Services May 2010 - November 2013
Zurich Financial Services 1995 - May 2010
Peat Marwick 1994 - 1996
Leo Burnett 1993 - 1994
Education
Illinois Certified Public Accountant
CPA, Public Accounting
Loyola University Chicago
H. Kevin Birzer's Peat Marwick Experience 1981 - 1983
Job Chief Executive Officer, Tortoise Capital Advisors
Industry Investment Management
Experience
Tortoise Capital Advisors 2002 - Present
Fountain Capital Management 1990 - January 2009
Drexel Burnham Lambert 1986 - 1989
F. Martin Koenig & Co. 1983 - 1986
Peat Marwick 1981 - 1983
Skills
Asset Management, Investments, Alternative Investments, Equities, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Hedge Funds, Private Equity, Fixed Income
Education
New York University 1983 — 1985
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Accounting
Tortoise Capital Advisors 2002 - Present
Fountain Capital Management 1990 - January 2009
Drexel Burnham Lambert 1986 - 1989
F. Martin Koenig & Co. 1983 - 1986
Peat Marwick 1981 - 1983
Skills
Asset Management, Investments, Alternative Investments, Equities, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Hedge Funds, Private Equity, Fixed Income
Education
New York University 1983 — 1985
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Accounting
Ray Turcotte's Peat Marwick Experience October 1971 - October 1975
Job Consultant.
Industry Food Production
Experience
S. T. Specialty Foods, Inc. 1992 - 2011
Borden, Inc. 1979 - 1992
Peat Marwick October 1971 - October 1975
Skills
Food Industry, Management, Financial Analysis, Forecasting, Process Improvement, Mergers & Acquisitions, Financial Modeling, Internal Controls, Strategic Planning, Financial Reporting, Business Planning, Leadership, Team Building, Budgets
Education
Saint John's University 1965 — 1969
BA, Economics & Accounting
S. T. Specialty Foods, Inc. 1992 - 2011
Borden, Inc. 1979 - 1992
Peat Marwick October 1971 - October 1975
Skills
Food Industry, Management, Financial Analysis, Forecasting, Process Improvement, Mergers & Acquisitions, Financial Modeling, Internal Controls, Strategic Planning, Financial Reporting, Business Planning, Leadership, Team Building, Budgets
Education
Saint John's University 1965 — 1969
BA, Economics & Accounting
Bruce Shriver's Peat Marwick Experience 1978 - 1983
Job Chief Financial Officer at Oregon Department of Veterans' Affairs
Industry Government Administration
Experience
Oregon Department of Veterans' Affairs 1991 - Present
Oergon Department of Veterans' Affairs 1985 - 1991
Peat Marwick 1978 - 1983
Skills
Financial Reporting, Customer Service, Financial Analysis
Education
Portland State University 1983 — 1984
Masters in Business Administration, Business
Oregon State University 1973 — 1978
Dual Bachelor of Science Degrees in Business Administration and Computer Science, Accounting, Finance and Computer Science
Oregon Department of Veterans' Affairs 1991 - Present
Oergon Department of Veterans' Affairs 1985 - 1991
Peat Marwick 1978 - 1983
Skills
Financial Reporting, Customer Service, Financial Analysis
Education
Portland State University 1983 — 1984
Masters in Business Administration, Business
Oregon State University 1973 — 1978
Dual Bachelor of Science Degrees in Business Administration and Computer Science, Accounting, Finance and Computer Science
Kathy Farrell's Peat Marwick Experience July 1986 - August 1989
Job Chair, Department of Finance at University of Nebraska–Lincoln
Industry Higher Education
Experience
University of Nebraska–Lincoln July 2014 - Present
University of Nebraska-Lincoln August 2009 - Present
University of Nebraska–Lincoln August 2010 - June 2014
University of Nebraska-Lincoln August 2002 - August 2009
University of Nebraska-Lincoln August 1993 - August 2002
Peat Marwick July 1986 - August 1989
Skills
Corporate Finance, Corporate Governance, Executive Compensation, Financial Analysis, Statistics, Financial Modeling, Higher Education, Data Analysis, Student Affairs, Student Development, Finance, Economics, Valuation, Analysis, Investments
Education
University of Georgia - Terry College of Business 1989 — 1993
Doctor of Philosophy (Ph.D.), Finance, General
Kent State University 1982 — 1986
BBA, Accounting, Finance
University of Nebraska–Lincoln July 2014 - Present
University of Nebraska-Lincoln August 2009 - Present
University of Nebraska–Lincoln August 2010 - June 2014
University of Nebraska-Lincoln August 2002 - August 2009
University of Nebraska-Lincoln August 1993 - August 2002
Peat Marwick July 1986 - August 1989
Skills
Corporate Finance, Corporate Governance, Executive Compensation, Financial Analysis, Statistics, Financial Modeling, Higher Education, Data Analysis, Student Affairs, Student Development, Finance, Economics, Valuation, Analysis, Investments
Education
University of Georgia - Terry College of Business 1989 — 1993
Doctor of Philosophy (Ph.D.), Finance, General
Kent State University 1982 — 1986
BBA, Accounting, Finance
Penny Weaver's Peat Marwick Experience 1984 - 1988
Job Project Manager at EVB
Industry Banking
Robert Prusiewicz's Peat Marwick Experience 1978 - 1981
Job Personal Estate and Business Planner
Industry Financial Services
Experience
Delivering Better Retirement Outcomes 2013 - Present
ING Investment Management 2010 - 2012
AXA Rosenberg 2007 - 2010
Bank of New York Mellon 2002 - 2007
Sanford C. Bernstein 1999 - 2002
Prudential Financial 1997 - 1999
Chase Manhattan 1985 - 1997
Peat Marwick 1978 - 1981
Skills
Alternative Investments, Asset Management, Investment Management, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Series 7, Securities, Capital Markets, Series 63, Wealth Management, Financial Services, Investment Advisory
Education
The University of Chicago - Booth School of Business 1982 — 1983
Master of Business Administration (MBA), Finance
LIU Post
Bachelor of Science (B.S.), Accounting
Delivering Better Retirement Outcomes 2013 - Present
ING Investment Management 2010 - 2012
AXA Rosenberg 2007 - 2010
Bank of New York Mellon 2002 - 2007
Sanford C. Bernstein 1999 - 2002
Prudential Financial 1997 - 1999
Chase Manhattan 1985 - 1997
Peat Marwick 1978 - 1981
Skills
Alternative Investments, Asset Management, Investment Management, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Series 7, Securities, Capital Markets, Series 63, Wealth Management, Financial Services, Investment Advisory
Education
The University of Chicago - Booth School of Business 1982 — 1983
Master of Business Administration (MBA), Finance
LIU Post
Bachelor of Science (B.S.), Accounting
Nicholas D'Asta's Peat Marwick Experience September 1974 - May 1976
Job CFO at W. S. DArley & Co.
Industry Wholesale
Experience
W. S. Darley & Co. February 1980 - Present
St. Gall's Parish 1975 - 1982
Alexander Grant & Co. May 1977 - February 1980
Peat Marwick September 1974 - May 1976
St. Agnes Parish - Chiago September 1966 - 1974
Skills
Strategic Planning, Leadership, Mergers & Acquisitions, New Business Development, Operations Management, Sales, Customer Service, Sales Management, Manufacturing, Research, Business Planning, Mergers, Contract Negotiation, Negotiation, Piano, Management, Business Strategy, Accounting, Process Improvement, Microsoft Office, Budgets, Forecasting, Financial Analysis, Financial Reporting, Account Management, Team Building, Cross-functional Team..., Tax, Auditing, Training, Due Diligence, Finance, Public Speaking, Project Management, Financial Modeling
Education
The John Marshall Law School 2005 — 2007
Master of Science (M.S.) with Honors, Taxation
Loyola University of Chicago
Bachelor of Business Administration (BBA), Accounting and Finance
W. S. Darley & Co. February 1980 - Present
St. Gall's Parish 1975 - 1982
Alexander Grant & Co. May 1977 - February 1980
Peat Marwick September 1974 - May 1976
St. Agnes Parish - Chiago September 1966 - 1974
Skills
Strategic Planning, Leadership, Mergers & Acquisitions, New Business Development, Operations Management, Sales, Customer Service, Sales Management, Manufacturing, Research, Business Planning, Mergers, Contract Negotiation, Negotiation, Piano, Management, Business Strategy, Accounting, Process Improvement, Microsoft Office, Budgets, Forecasting, Financial Analysis, Financial Reporting, Account Management, Team Building, Cross-functional Team..., Tax, Auditing, Training, Due Diligence, Finance, Public Speaking, Project Management, Financial Modeling
Education
The John Marshall Law School 2005 — 2007
Master of Science (M.S.) with Honors, Taxation
Loyola University of Chicago
Bachelor of Business Administration (BBA), Accounting and Finance
Lisa McClellan's Peat Marwick Experience August 1984 - January 1986
Job Manager of Finance and Operations at Wheatland Athletic Association
Industry Accounting
Experience
Wheatland Athletic Association January 2005 - Present
The Prime Group, Inc. August 1986 - January 1988
Peat Marwick August 1984 - January 1986
Education
Illinois State University 1980 — 1984
Accounting
Wheatland Athletic Association January 2005 - Present
The Prime Group, Inc. August 1986 - January 1988
Peat Marwick August 1984 - January 1986
Education
Illinois State University 1980 — 1984
Accounting
Brad Bradhering's Peat Marwick Experience 1982 - 1984
Job President, Creative Media, Inc.
Industry Events Services
Experience
Creative Media 1994 - Present
Peat Marwick 1982 - 1984
MetLife 1979 - 1982
Skills
Event Management, Corporate Events, Event Planning, Meeting Planning, Live Events, Trade Shows, Social Media, Public Relations, Marketing Communications, Corporate Communications, Video Production, Video, Social Media Marketing, Projection, AV, Strategic Planning, Marketing Strategy
Education
Ithaca College 1977 — 1979
Bachelor of Science, Communications Technology
Creative Media 1994 - Present
Peat Marwick 1982 - 1984
MetLife 1979 - 1982
Skills
Event Management, Corporate Events, Event Planning, Meeting Planning, Live Events, Trade Shows, Social Media, Public Relations, Marketing Communications, Corporate Communications, Video Production, Video, Social Media Marketing, Projection, AV, Strategic Planning, Marketing Strategy
Education
Ithaca College 1977 — 1979
Bachelor of Science, Communications Technology
Lisa Eveleth's Peat Marwick Experience January 1992 - August 1994
Job Client Solutions Lead at Aetna
Industry Hospital & Health Care
Experience
Aetna June 2015 - Present
Aetna November 2013 - Present
Aetna January 2005 - November 2013
AG Communication Systems and Isola January 1997 - 2005
UnitedHealth Group January 1995 - January 1997
Peat Marwick January 1992 - August 1994
MetLife May 1988 - December 1991
Skills
Health Insurance, Healthcare, Managed Care, Employee Benefits, Insurance, Health Savings Accounts, Benefits Administration, Strategic Planning, HIPAA, HRIS
Education
Hofstra University 1985 — 1988
Bachelor of Business Administration (BBA), Finance, General
Hofstra University
Aetna June 2015 - Present
Aetna November 2013 - Present
Aetna January 2005 - November 2013
AG Communication Systems and Isola January 1997 - 2005
UnitedHealth Group January 1995 - January 1997
Peat Marwick January 1992 - August 1994
MetLife May 1988 - December 1991
Skills
Health Insurance, Healthcare, Managed Care, Employee Benefits, Insurance, Health Savings Accounts, Benefits Administration, Strategic Planning, HIPAA, HRIS
Education
Hofstra University 1985 — 1988
Bachelor of Business Administration (BBA), Finance, General
Hofstra University
Rich DeMatteis's Peat Marwick Experience January 1977 - July 1979
Job Independent Cosmetics & FinanceProfessional
Industry Cosmetics
Experience
Estee Lauder July 1979 - July 2009
Peat Marwick January 1977 - July 1979
PwC July 1974 - January 1977
Education
Queens College
Estee Lauder July 1979 - July 2009
Peat Marwick January 1977 - July 1979
PwC July 1974 - January 1977
Education
Queens College
Stacey Israel's Peat Marwick Experience May 1984 - November 1989
Job BTMP Manager Federal Healthcare at HP Enterprise Services
Industry Information Technology and Services
Experience
Hewlett-Packard
HP Enterprise Services July 2013 - Present
HP Services - Govenment Sector June 2010 - Present
Hewlett Packard (HP) May 2007 - June 2010
Compaq Computer Corporation July 1997 - 2007
Peat Marwick May 1984 - November 1989
Skills
Cross-functional Team..., Program Management, HP, Service Delivery, Process Improvement, Vendor Management, NY State CPA, Outsourcing, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Auditing Standards, Staff Mentor, Account Management, Team Management, Microsoft Excel, PowerPoint, Business Process..., Business Analysis, Call Centers, Change Management, SAP, PMP, Team Leadership, Budgets, IT Service Management
Education
Rutgers University-New Brunswick 1979 — 1983
BA Business, Accounting
Teaneck High School 1975 — 1979
HSD, Open
Hewlett-Packard
HP Enterprise Services July 2013 - Present
HP Services - Govenment Sector June 2010 - Present
Hewlett Packard (HP) May 2007 - June 2010
Compaq Computer Corporation July 1997 - 2007
Peat Marwick May 1984 - November 1989
Skills
Cross-functional Team..., Program Management, HP, Service Delivery, Process Improvement, Vendor Management, NY State CPA, Outsourcing, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Auditing Standards, Staff Mentor, Account Management, Team Management, Microsoft Excel, PowerPoint, Business Process..., Business Analysis, Call Centers, Change Management, SAP, PMP, Team Leadership, Budgets, IT Service Management
Education
Rutgers University-New Brunswick 1979 — 1983
BA Business, Accounting
Teaneck High School 1975 — 1979
HSD, Open
Neil Tress's Peat Marwick Experience 1983 - 1985
Job CFO/COO at Recorded Books
Industry Publishing
Experience
Recorded Books, LLC 2012 - Present
Redland Genstar/Lafarge 1987 - 1999
Alexander & Alexander Svcs Inc. 1985 - 1987
Peat Marwick 1983 - 1985
Skills
GAAP, Management, Auditing, General Ledger
Education
Loyola College in Maryland 1985 — 1989
MBA, Accounting and Business/Management
University of Baltimore 1981 — 1983
BS, Accounting and Business/Management
Recorded Books, LLC 2012 - Present
Redland Genstar/Lafarge 1987 - 1999
Alexander & Alexander Svcs Inc. 1985 - 1987
Peat Marwick 1983 - 1985
Skills
GAAP, Management, Auditing, General Ledger
Education
Loyola College in Maryland 1985 — 1989
MBA, Accounting and Business/Management
University of Baltimore 1981 — 1983
BS, Accounting and Business/Management
Ann Marie Davis's Peat Marwick Experience 1983 - 1987
Job Director of Internal Audit at Seattle Childrens
Industry Hospital & Health Care
Experience
Seattle Childrens Hospital 2004 - Present
National Specialty Underwriters 2000 - 2004
Unigard Insurance 1990 - 2000
EY 1987 - 1990
Peat Marwick 1983 - 1987
Skills
Accounting, Financial Accounting, Financial Reporting, Business Process..., Auditing, Insurance, Healthcare, Sarbanes-Oxley Act, Process Improvement, General Ledger, Financial Analysis, Certified Fraud Examiner, QuickBooks, Sarbanes-Oxley, CISA, Internal Audit, Enterprise Risk..., SEC filings, GAAP, Managerial Finance, Internal Controls, IT Audit, Risk Assessment
Education
Santa Clara University 1979 — 1983
Bachelor's Degree, Accounting, CPA Washington/California
Seattle Childrens Hospital 2004 - Present
National Specialty Underwriters 2000 - 2004
Unigard Insurance 1990 - 2000
EY 1987 - 1990
Peat Marwick 1983 - 1987
Skills
Accounting, Financial Accounting, Financial Reporting, Business Process..., Auditing, Insurance, Healthcare, Sarbanes-Oxley Act, Process Improvement, General Ledger, Financial Analysis, Certified Fraud Examiner, QuickBooks, Sarbanes-Oxley, CISA, Internal Audit, Enterprise Risk..., SEC filings, GAAP, Managerial Finance, Internal Controls, IT Audit, Risk Assessment
Education
Santa Clara University 1979 — 1983
Bachelor's Degree, Accounting, CPA Washington/California
Terri Besmer's Peat Marwick Experience 1980 - 1983
Job Operations Finance Manager at Dish Network
Industry Telecommunications
Experience
Dish Network June 2012 - Present
Besmer Consulting 1998 - 2012
TCI Cable 1986 - 1998
Petroventures Inc 1983 - 1986
Peat Marwick 1980 - 1983
Skills
Income Tax, Accounting, Tax Preparation, Tax Returns, Tax, Financial Analysis, Financial Modeling, Business Analysis, Business Process..., Business Planning, Management Accounting, Manufacturing..., Financial Operations, Analysis, Budgets, Auditing, Strategic Financial..., Leadership, Finance, Management, Telecommunications, Managerial Finance, Project Management, Financial Reporting, Mergers & Acquisitions, Variance Analysis, Cash Flow, Financial Planning
Education
Lakeview High School, Battle Creek, Michigan
High School Diploma, College Prep
Michigan State University
Bachelor of Arts (BA), Accounting and Finance, 3.4 out of 4.0
Dish Network June 2012 - Present
Besmer Consulting 1998 - 2012
TCI Cable 1986 - 1998
Petroventures Inc 1983 - 1986
Peat Marwick 1980 - 1983
Skills
Income Tax, Accounting, Tax Preparation, Tax Returns, Tax, Financial Analysis, Financial Modeling, Business Analysis, Business Process..., Business Planning, Management Accounting, Manufacturing..., Financial Operations, Analysis, Budgets, Auditing, Strategic Financial..., Leadership, Finance, Management, Telecommunications, Managerial Finance, Project Management, Financial Reporting, Mergers & Acquisitions, Variance Analysis, Cash Flow, Financial Planning
Education
Lakeview High School, Battle Creek, Michigan
High School Diploma, College Prep
Michigan State University
Bachelor of Arts (BA), Accounting and Finance, 3.4 out of 4.0
Barbara Linde's Peat Marwick Experience August 1977 - August 1979
Job Secretary at Linde Corporation
Industry Utilities
Experience
Linde Corporation August 1980 - Present
Benton and Bowles Adverstising August 1979 - May 1980
Peat Marwick August 1977 - August 1979
Skills
Accounting, Business Management, Business Strategy, Financial Analysis, Financial Management, Corporate Finance
Education
New York University, Stern School of Business 1977 — 1978
Master of Science, Accounting / Finance
Lafayette College 1974 — 1976
Bachelor of Arts, Religous Studies
Keystone College 1972 — 1974
Associate of Arts, Education
Linde Corporation August 1980 - Present
Benton and Bowles Adverstising August 1979 - May 1980
Peat Marwick August 1977 - August 1979
Skills
Accounting, Business Management, Business Strategy, Financial Analysis, Financial Management, Corporate Finance
Education
New York University, Stern School of Business 1977 — 1978
Master of Science, Accounting / Finance
Lafayette College 1974 — 1976
Bachelor of Arts, Religous Studies
Keystone College 1972 — 1974
Associate of Arts, Education
lisa loffreno's Peat Marwick Experience 1982 - 1985
Job Banking Professional
Industry Banking
Experience
bear stearns 1985 - May 2001
Bear Stearns 1984 - 2001
Peat Marwick 1982 - 1985
Skills
Fixed Income, Equities, Derivatives, Capital Markets
Education
Saint Peter's University 1978 — 1982
BS, Accounting
bear stearns 1985 - May 2001
Bear Stearns 1984 - 2001
Peat Marwick 1982 - 1985
Skills
Fixed Income, Equities, Derivatives, Capital Markets
Education
Saint Peter's University 1978 — 1982
BS, Accounting
Artie Pidcock's Peat Marwick Experience January 1983 - November 1983
Job Business Development Consultant at Quattro, FPO Solutions
Industry Accounting
Experience
Quattro, FPO Solutions June 2013 - Present
CCH, A Wolters Kluwer Business March 2011 - March 2013
Automatic Data Processing, Inc January 2000 - March 2011
Paychex April 2001 - March 2002
ADP January 2000 - March 2001
BP Amoco/Price Water House November 1983 - January 2000
Vantage Point Energy April 1990 - February 1991
Peat, Marwick January 1983 - November 1983
Skills
Direct Sales, New Business Development, Tax, Leadership, Human Resources, Financial Reporting, Business Development, Sales Management, Customer Service, Accounts Payable, Financial Accounting, PeopleSoft, PEO, Team Leadership, Business Process..., Account Reconciliation, Management, Microsoft Excel, CRM, Enterprise Software, Budgets, SaaS, Salesforce.com, Payroll, Accounting, ADP Payroll
Education
Oklahoma State University 1978 — 1983
Accounting, Accounting/Finance
Quattro, FPO Solutions June 2013 - Present
CCH, A Wolters Kluwer Business March 2011 - March 2013
Automatic Data Processing, Inc January 2000 - March 2011
Paychex April 2001 - March 2002
ADP January 2000 - March 2001
BP Amoco/Price Water House November 1983 - January 2000
Vantage Point Energy April 1990 - February 1991
Peat, Marwick January 1983 - November 1983
Skills
Direct Sales, New Business Development, Tax, Leadership, Human Resources, Financial Reporting, Business Development, Sales Management, Customer Service, Accounts Payable, Financial Accounting, PeopleSoft, PEO, Team Leadership, Business Process..., Account Reconciliation, Management, Microsoft Excel, CRM, Enterprise Software, Budgets, SaaS, Salesforce.com, Payroll, Accounting, ADP Payroll
Education
Oklahoma State University 1978 — 1983
Accounting, Accounting/Finance
Denny Ott's Peat Marwick Experience 1968 - 1970
Job President at Dennis Ott & Company, Inc
Industry Construction
Experience
Dennis Ott & Company, Inc April 1973 - Present
Melhiser & Endres 1970 - 1972
Peat Marwick 1968 - 1970
Skills
Budgets, Strategic Planning, Team Building, Construction, Contract Negotiation, Residential Homes, Negotiation, Real Estate, Contract Management, Construction Management, Process Scheduler, Sales Management, Project Planning, New Business Development, Public Speaking
Education
Indiana University Bloomington 1964 — 1968
BS Business, Accounting
Dennis Ott & Company, Inc April 1973 - Present
Melhiser & Endres 1970 - 1972
Peat Marwick 1968 - 1970
Skills
Budgets, Strategic Planning, Team Building, Construction, Contract Negotiation, Residential Homes, Negotiation, Real Estate, Contract Management, Construction Management, Process Scheduler, Sales Management, Project Planning, New Business Development, Public Speaking
Education
Indiana University Bloomington 1964 — 1968
BS Business, Accounting
Mitch Augarten's Peat Marwick Experience January 1977 - January 1978
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
GLAXOSMITHKLINE (GSK) January 2000 - March 2008
Clinical & Proj Mgmt January 1998 - January 2000
MCE Communications, Systems January 1991 - January 1998
GLAXOSMITHKLINE (GSK) January 1989 - January 1991
MITCH AUGARTEN, CPA/MBA January 1986 - January 1989
GLAXOSMITHKLINE (GSK) January 1981 - January 1986
SORBUS, King of Prussia, Pa January 1978 - January 1981
Peat Marwick January 1977 - January 1978
Education
Hofstra University
M.B.A, and
Hofstra University
B.B.A; Masters Certificate, Project Management
GLAXOSMITHKLINE (GSK) January 2000 - March 2008
Clinical & Proj Mgmt January 1998 - January 2000
MCE Communications, Systems January 1991 - January 1998
GLAXOSMITHKLINE (GSK) January 1989 - January 1991
MITCH AUGARTEN, CPA/MBA January 1986 - January 1989
GLAXOSMITHKLINE (GSK) January 1981 - January 1986
SORBUS, King of Prussia, Pa January 1978 - January 1981
Peat Marwick January 1977 - January 1978
Education
Hofstra University
M.B.A, and
Hofstra University
B.B.A; Masters Certificate, Project Management
Marianne Kelly, CPA's Peat Marwick Experience 1983 - 1987
Job Tax Director, New Era Cap
Industry Apparel & Fashion
Experience
New Era Cap January 2007 - Present
Chiampou Travis Besaw & Kershner 2004 - 2007
Columbus McKinnon 1999 - 2004
Moog 1994 - 1998
Freed Maxick & Battaglia, CPAs 1989 - 1994
Peat Marwick 1983 - 1987
Skills
Tax, Accounting, Corporate Tax, Financial Reporting
Education
Pennsylvania State University-Erie Campus 1979 — 1983
BS (with Distinction)
New Era Cap January 2007 - Present
Chiampou Travis Besaw & Kershner 2004 - 2007
Columbus McKinnon 1999 - 2004
Moog 1994 - 1998
Freed Maxick & Battaglia, CPAs 1989 - 1994
Peat Marwick 1983 - 1987
Skills
Tax, Accounting, Corporate Tax, Financial Reporting
Education
Pennsylvania State University-Erie Campus 1979 — 1983
BS (with Distinction)
Dan Zinni's Peat Marwick Experience 1986 - 1988
Job Controller at Ohio Auto Dealers Association
Industry Nonprofit Organization Management
Experience
Ohio Auto Dealers Association Executive Vice PresidentOADA1989 - Present
Peat Marwick 1986 - 1988
Skills
Management, Process Improvement, Leadership, Strategic Planning, Marketing Strategy, Financial Analysis, GAAP, Negotiation, New Business Development, Non-profits, Auditing, Budgets, Account Management, Team Building, Forecasting, Sales Management, Accounting, Financial Reporting, Business Planning, Sales, Financial Accounting
Education
Ohio University 1982 — 1986
BBA, Accounting and Prelaw
Ohio Auto Dealers Association Executive Vice PresidentOADA1989 - Present
Peat Marwick 1986 - 1988
Skills
Management, Process Improvement, Leadership, Strategic Planning, Marketing Strategy, Financial Analysis, GAAP, Negotiation, New Business Development, Non-profits, Auditing, Budgets, Account Management, Team Building, Forecasting, Sales Management, Accounting, Financial Reporting, Business Planning, Sales, Financial Accounting
Education
Ohio University 1982 — 1986
BBA, Accounting and Prelaw
Jim Keane's Peat Marwick Experience 1981 - 1983
Job Chief Executive Officer at Steelcase
Industry Furniture
Experience
Steelcase March 2014 - Present
Steelcase November 2012 - Present
Steelcase March 2006 - October 2012
McKinsey & Company 1987 - 1992
Motorola 1983 - 1986
Peat Marwick 1981 - 1983
Education
Northwestern University - Kellogg School of Management 1986 — 1987
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS
Steelcase March 2014 - Present
Steelcase November 2012 - Present
Steelcase March 2006 - October 2012
McKinsey & Company 1987 - 1992
Motorola 1983 - 1986
Peat Marwick 1981 - 1983
Education
Northwestern University - Kellogg School of Management 1986 — 1987
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS
Matt Swan's Peat Marwick Experience August 1984 - April 1986
Job Managing Member at Swan & Gardiner, LLC
Industry Accounting
Experience
Swan & Gardiner, LLC Tax ManagerDeloitte & ToucheApril 1986 - December 1990
Peat Marwick August 1984 - April 1986
Skills
Accounting, Tax Preparation, Tax, Strategic Planning, Small Business, Management Consulting, Management, Trusts, CPA, Financial Reporting, Income Tax, Financial Planners, IRS, Tax Advisory, QuickBooks, Tax Returns, Sales Tax, Bookkeeping, Tax Research, Payroll, Corporate Tax, Account Reconciliation, Partnership Taxation, S Corporations, IRS problem resolution
Education
Idaho State University 1981 — 1984
BS, Accounting
Swan & Gardiner, LLC Tax ManagerDeloitte & ToucheApril 1986 - December 1990
Peat Marwick August 1984 - April 1986
Skills
Accounting, Tax Preparation, Tax, Strategic Planning, Small Business, Management Consulting, Management, Trusts, CPA, Financial Reporting, Income Tax, Financial Planners, IRS, Tax Advisory, QuickBooks, Tax Returns, Sales Tax, Bookkeeping, Tax Research, Payroll, Corporate Tax, Account Reconciliation, Partnership Taxation, S Corporations, IRS problem resolution
Education
Idaho State University 1981 — 1984
BS, Accounting
Cheryl Corke's Peat Marwick Experience 1983 - 1987
Job Professor of Accounting at Genesee Community College
Industry Accounting
Experience
Genesee Community College August 2005 - Present
Econo Products, Inc. 1987 - 2003
Peat Marwick 1983 - 1987
Skills
Teaching, Higher Education, Curriculum Development, College Teaching, Curriculum Design, Student Development, Leadership Development, Student Affairs, Adult Education, E-Learning, Instructional Design, Distance Learning, Admissions, Higher Education...
Education
Nazareth College 2004 — 2004
Certification, Business and Marketing Education
Rochester Institute of Technology 1987 — 1992
MBA, Finance
St. John Fisher College 1979 — 1983
BS, Accounting
Genesee Community College August 2005 - Present
Econo Products, Inc. 1987 - 2003
Peat Marwick 1983 - 1987
Skills
Teaching, Higher Education, Curriculum Development, College Teaching, Curriculum Design, Student Development, Leadership Development, Student Affairs, Adult Education, E-Learning, Instructional Design, Distance Learning, Admissions, Higher Education...
Education
Nazareth College 2004 — 2004
Certification, Business and Marketing Education
Rochester Institute of Technology 1987 — 1992
MBA, Finance
St. John Fisher College 1979 — 1983
BS, Accounting
Jon Weyland's Peat Marwick Experience 1981 - 1984
Job Adjunct Faculty at University of Maryland University College
Industry Computer Software
Experience
Weyland Corporation June 2013 - Present
University of Maryland University College January 2011 - Present
South Mountain Aikido January 2011 - Present
The Boeing Company 2004 - May 2012
CACI 1992 - 2004
Booz Allen Hamilton 1989 - 1992
The Boeing Company 1986 - 1989
Coopers & Lybrand 1984 - 1986
Peat Marwick 1981 - 1984
NJ Department of Energy 1978 - 1981
Skills
Team Building, Process Improvement, Software Development, Project Management, Leadership Development, Systems Engineering, Analysis, DoD, Management, Program Management, Change Management, Training, Integration, Security, Proposal Writing, Requirements Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1971 — 1977
Ph.D.
Yale University 1961 — 1965
B.A.
Weyland Corporation June 2013 - Present
University of Maryland University College January 2011 - Present
South Mountain Aikido January 2011 - Present
The Boeing Company 2004 - May 2012
CACI 1992 - 2004
Booz Allen Hamilton 1989 - 1992
The Boeing Company 1986 - 1989
Coopers & Lybrand 1984 - 1986
Peat Marwick 1981 - 1984
NJ Department of Energy 1978 - 1981
Skills
Team Building, Process Improvement, Software Development, Project Management, Leadership Development, Systems Engineering, Analysis, DoD, Management, Program Management, Change Management, Training, Integration, Security, Proposal Writing, Requirements Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1971 — 1977
Ph.D.
Yale University 1961 — 1965
B.A.
Alfred Chavez (Fred)'s Peat Marwick Experience May 1968 - May 1971
Job University Auditor at University of San Diego
Industry Higher Education
Experience
University of San Diego Director of Internal AuditUniversity System of MarylandNovember 1982 - November 2004
Peat Marwick May 1968 - May 1971
Education
The University of New Mexico - Robert O. Anderson School of Management 1965 — 1968
BBA, Accounting, Philosophy
Santa Fe University of Art and Design 1962 — 1964
Philosophy
University of San Diego Director of Internal AuditUniversity System of MarylandNovember 1982 - November 2004
Peat Marwick May 1968 - May 1971
Education
The University of New Mexico - Robert O. Anderson School of Management 1965 — 1968
BBA, Accounting, Philosophy
Santa Fe University of Art and Design 1962 — 1964
Philosophy
Keith Smolinski's Peat Marwick Experience January 1985 - December 1985
Job Associate at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. February 2011 - Present
Capgemini November 2009 - February 2011
HSBC August 2008 - January 2009
JPMorgan Chase & Co. August 2001 - June 2008
CSC Consulting January 1986 - August 2001
Peat Marwick January 1985 - December 1985
Education
Northern Illinois University 1980 — 1984
Bachelor of Science, Computer Science/Accountancy
Carmel 1976 — 1980
JPMorgan Chase & Co. February 2011 - Present
Capgemini November 2009 - February 2011
HSBC August 2008 - January 2009
JPMorgan Chase & Co. August 2001 - June 2008
CSC Consulting January 1986 - August 2001
Peat Marwick January 1985 - December 1985
Education
Northern Illinois University 1980 — 1984
Bachelor of Science, Computer Science/Accountancy
Carmel 1976 — 1980
Keith Walls's Peat Marwick Experience 1985 - 1987
Job CFO at Mid America Health, Inc.
Industry Hospital & Health Care
Experience
Mid America Health, Inc. Business Resource SupportCaterpillar2007 - 2008
Remy International October 2002 - February 2006
International Aerospace Tubes 2001 - 2002
Pratt & Whitney 2001 - 2002
Carrier Corporation 1990 - 2000
Southwestern Bell Telecom 1989 - 1990
Mansur Group, Inc 1987 - 1989
Peat Marwick 1985 - 1987
Skills
Financial Reporting
Education
Indiana Wesleyan University 1998 — 2000
MBA
Indiana University-Purdue University at Indianapolis 1981 — 1985
Bachelors, Accounting
Mid America Health, Inc. Business Resource SupportCaterpillar2007 - 2008
Remy International October 2002 - February 2006
International Aerospace Tubes 2001 - 2002
Pratt & Whitney 2001 - 2002
Carrier Corporation 1990 - 2000
Southwestern Bell Telecom 1989 - 1990
Mansur Group, Inc 1987 - 1989
Peat Marwick 1985 - 1987
Skills
Financial Reporting
Education
Indiana Wesleyan University 1998 — 2000
MBA
Indiana University-Purdue University at Indianapolis 1981 — 1985
Bachelors, Accounting
Frank Crisafi's Peat Marwick Experience 1980 - 1985
Job Partner at Bryan Cave
Industry Law Practice
Experience
Bryan Cave January 2009 - Present
Powell Goldstein LLP (now Bryan Cave LLP) 1991 - 2008
Peat Marwick 1980 - 1985
Education
University of Miami School of Law 1985 — 1986
Master of Laws (LLM), Taxation
Ohio Northern University—Claude W. Pettit College of Law 1977 — 1980
Doctor of Law (J.D.)
Ohio Northern University 1973 — 1977
Bachelor of Arts (B.A.), Accounting & Economics
Brooklyn High School 1969 — 1973
Bryan Cave January 2009 - Present
Powell Goldstein LLP (now Bryan Cave LLP) 1991 - 2008
Peat Marwick 1980 - 1985
Education
University of Miami School of Law 1985 — 1986
Master of Laws (LLM), Taxation
Ohio Northern University—Claude W. Pettit College of Law 1977 — 1980
Doctor of Law (J.D.)
Ohio Northern University 1973 — 1977
Bachelor of Arts (B.A.), Accounting & Economics
Brooklyn High School 1969 — 1973
Bart Kinney's Peat Marwick Experience January 1982 - October 1983
Job Managing Director ABQ at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services July 2010 - May 2014
Kinney Agency Inc October 1985 - July 2010
Diagnostek, Inc 1984 - 1985
Rogoff Diamond & Walker 1983 - 1984
Peat Marwick January 1982 - October 1983
Skills
Insurance, Accounting, Financial Analysis, Small Business, Risk Management, Property & Casualty...
Education
New Mexico State University 1977 — 1981
Bachellor of Accountancy
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services July 2010 - May 2014
Kinney Agency Inc October 1985 - July 2010
Diagnostek, Inc 1984 - 1985
Rogoff Diamond & Walker 1983 - 1984
Peat Marwick January 1982 - October 1983
Skills
Insurance, Accounting, Financial Analysis, Small Business, Risk Management, Property & Casualty...
Education
New Mexico State University 1977 — 1981
Bachellor of Accountancy
Sharon Bosse's Peat Marwick Experience 1982 - 1983
Job Independent Accounting Professional
Industry Accounting
Experience
Whittle Communications 1987 - 1995
Peat Marwick 1982 - 1983
Skills
Microsoft Excel, Strategic Planning, Nonprofits, Customer Service, Microsoft Office, Accounting
Education
Miami University 1978 — 1982
Bs, Accounting
Whittle Communications 1987 - 1995
Peat Marwick 1982 - 1983
Skills
Microsoft Excel, Strategic Planning, Nonprofits, Customer Service, Microsoft Office, Accounting
Education
Miami University 1978 — 1982
Bs, Accounting
David Holowack's Peat Marwick Experience 1980 - 1984
Job Managing Director at Pentlan Group Inc.
Industry Mining & Metals
Experience
Pentlan Group Inc. Managing DirectorPentlan Group Inc.2009 - 2013
Canadian Royalties Inc. 2007 - 2009
Falconbridge Limited 2005 - 2008
Falconbridge Limited 2002 - 2005
Falconbridge Europe S.A. June 1996 - August 2003
Falconbridge Limited 1994 - 1996
Falconbridge Dominicana 1990 - 1994
Falconbridge Limited 1988 - 1990
Peat Marwick 1980 - 1984
Skills
Nickel, Stakeholder Engagement, Six Sigma, Contract Management, Continuous Improvement, Project Management, Sustainability, Contract Negotiation, Corporate Governance, Negotiation, Process Improvement, Mineral Exploration, Program Management, Management Consulting, Governance, Business Strategy, Business Process..., Business Analysis, Strategy, Management, Business Planning, Leadership, Gold, Procurement, Copper, Base Metals, Minerals, Metallurgy
Education
University of Toronto - Rotman School of Management
Institute of Corporate Directors, Directors Education Program
The University of Western Ontario - Richard Ivey School of Business 1994 — 1996
EMBA
Queen's University
Executive Education Program
University of Waterloo 1977 — 1980
B. Sc.
Pentlan Group Inc. Managing DirectorPentlan Group Inc.2009 - 2013
Canadian Royalties Inc. 2007 - 2009
Falconbridge Limited 2005 - 2008
Falconbridge Limited 2002 - 2005
Falconbridge Europe S.A. June 1996 - August 2003
Falconbridge Limited 1994 - 1996
Falconbridge Dominicana 1990 - 1994
Falconbridge Limited 1988 - 1990
Peat Marwick 1980 - 1984
Skills
Nickel, Stakeholder Engagement, Six Sigma, Contract Management, Continuous Improvement, Project Management, Sustainability, Contract Negotiation, Corporate Governance, Negotiation, Process Improvement, Mineral Exploration, Program Management, Management Consulting, Governance, Business Strategy, Business Process..., Business Analysis, Strategy, Management, Business Planning, Leadership, Gold, Procurement, Copper, Base Metals, Minerals, Metallurgy
Education
University of Toronto - Rotman School of Management
Institute of Corporate Directors, Directors Education Program
The University of Western Ontario - Richard Ivey School of Business 1994 — 1996
EMBA
Queen's University
Executive Education Program
University of Waterloo 1977 — 1980
B. Sc.
David Hirsh's Peat Marwick Experience July 1984 - August 1986
Job Managing Director at Blackstone Real Estate Advisors
Industry Real Estate
Experience
Blackstone Real Estate Advisors April 2002 - Present
Citigroup September 1987 - March 2002
Bear Stearns August 1986 - September 1987
Peat Marwick July 1984 - August 1986
Skills
Business Strategy, Financial Modeling, Valuation, Real Estate Economics, Capital Markets, Private Equity, Asset Management, Corporate Real Estate, Strategy, Investments, Accounting, Acquisitions, Due Diligence, Investment Properties, Finance, Financial Analysis, Real Estate, Real Estate Financing, Risk Management, Negotiation, Portfolio Management, Underwriting, Commercial Real Estate, Debt Restructuring, Loans, Credit, Asset Managment, Contract Negotiation, Financial Structuring, Real Estate Development, Budgets, Disposition, Equities, Brokerage, Property Management, Banking, New Business Development, Corporate Finance, Real Estate Private..., Hedge Funds, Loan Origination, Investment Banking, Structured Finance, Real Estate Transactions, Alternative Investments, Fixed Income, Restructuring, Strategic Planning
Education
New York University 1988 — 1990
MS, Real Estate Development & Investment
Pace University 1980 — 1984
BBA, Public Accounting
Blackstone Real Estate Advisors April 2002 - Present
Citigroup September 1987 - March 2002
Bear Stearns August 1986 - September 1987
Peat Marwick July 1984 - August 1986
Skills
Business Strategy, Financial Modeling, Valuation, Real Estate Economics, Capital Markets, Private Equity, Asset Management, Corporate Real Estate, Strategy, Investments, Accounting, Acquisitions, Due Diligence, Investment Properties, Finance, Financial Analysis, Real Estate, Real Estate Financing, Risk Management, Negotiation, Portfolio Management, Underwriting, Commercial Real Estate, Debt Restructuring, Loans, Credit, Asset Managment, Contract Negotiation, Financial Structuring, Real Estate Development, Budgets, Disposition, Equities, Brokerage, Property Management, Banking, New Business Development, Corporate Finance, Real Estate Private..., Hedge Funds, Loan Origination, Investment Banking, Structured Finance, Real Estate Transactions, Alternative Investments, Fixed Income, Restructuring, Strategic Planning
Education
New York University 1988 — 1990
MS, Real Estate Development & Investment
Pace University 1980 — 1984
BBA, Public Accounting
Deborah Schimerowski's Peat Marwick Experience 1981 - 1986
Job Regional Vice President Finance/CFO at Provena Central IL Region
Industry Hospital & Health Care
Experience
Provena Covenant and Provena United Samaritan Medical Center January 2010 - Present
Provena Health August 2007 - December 2009
Rush Copley Medical Center February 2005 - August 2007
Trinity Regional Health System 1986 - 2004
Peat Marwick 1981 - 1986
Skills
Healthcare, Auditing, Accounting, Hospitals, Medicare, Healthcare Information..., Managed Care, Financial Reporting, CPA, Financial Analysis, Meditech, EHR, Strategic Planning, Medicaid, EMR, Healthcare Management, Physician Relations, Practice Management, Nursing, Revenue Cycle, Physicians, HIPAA, Healthcare Industry, Performance Improvement, Medical Billing, Lean Transformation, Health Information..., Medical Compliance, Leadership, JCAHO, Quality Improvement
Education
St. Ambrose University 1977 — 1981
BA, Accounting
Harlan High School 1973 — 1977
Provena Covenant and Provena United Samaritan Medical Center January 2010 - Present
Provena Health August 2007 - December 2009
Rush Copley Medical Center February 2005 - August 2007
Trinity Regional Health System 1986 - 2004
Peat Marwick 1981 - 1986
Skills
Healthcare, Auditing, Accounting, Hospitals, Medicare, Healthcare Information..., Managed Care, Financial Reporting, CPA, Financial Analysis, Meditech, EHR, Strategic Planning, Medicaid, EMR, Healthcare Management, Physician Relations, Practice Management, Nursing, Revenue Cycle, Physicians, HIPAA, Healthcare Industry, Performance Improvement, Medical Billing, Lean Transformation, Health Information..., Medical Compliance, Leadership, JCAHO, Quality Improvement
Education
St. Ambrose University 1977 — 1981
BA, Accounting
Harlan High School 1973 — 1977
Paris Ball-Miller's Peat Marwick Experience 1981 - 1982
Job CEO at Troyer Foods, Inc.
Industry Wholesale
Experience
Troyer Foods, Inc. January 1996 - Present
Hamelin Industries, Inc. 1985 - 1988
Coopers & Lybrand 1983 - 1985
Peat Marwick 1981 - 1982
Skills
Food, Food Service, Strategic Planning, Sales Management, Team Building, New Business Development, Negotiation, Marketing Strategy, Budgets, Purchasing, Forecasting, Sales
Education
Manchester University 1977 — 1981
BS, Accounting/Business
Troyer Foods, Inc. January 1996 - Present
Hamelin Industries, Inc. 1985 - 1988
Coopers & Lybrand 1983 - 1985
Peat Marwick 1981 - 1982
Skills
Food, Food Service, Strategic Planning, Sales Management, Team Building, New Business Development, Negotiation, Marketing Strategy, Budgets, Purchasing, Forecasting, Sales
Education
Manchester University 1977 — 1981
BS, Accounting/Business
Bruce Ingram's Peat Marwick Experience 1981 - 1983
Job Owner at The Ingram Group, LLC
Industry Financial Services
Experience
Atlantic Credit & Finance January 2008 - Present
The Ingram Group, LLC October 2007 - Present
Apex Systems 2008 - 2008
InService America October 1998 - October 2007
Inmar 1987 - 1998
alderman company February 1985 - June 1987
Hubbell Lighting October 1983 - February 1985
Peat Marwick 1981 - 1983
Skills
Avaya, Call Center, PBX, Telecommunications, Telephony, IBM iSeries, RPG III, IVR, Switches, Hardware, Call Centers, Leadership, Cisco Technologies, VoIP, SIP, Unified Communications, Network Design, ACD
Education
Salem College 1988 — 1991
bsba, business
Virginia Western Community College 1978 — 1980
AAS in data processing, Data Processing
Atlantic Credit & Finance January 2008 - Present
The Ingram Group, LLC October 2007 - Present
Apex Systems 2008 - 2008
InService America October 1998 - October 2007
Inmar 1987 - 1998
alderman company February 1985 - June 1987
Hubbell Lighting October 1983 - February 1985
Peat Marwick 1981 - 1983
Skills
Avaya, Call Center, PBX, Telecommunications, Telephony, IBM iSeries, RPG III, IVR, Switches, Hardware, Call Centers, Leadership, Cisco Technologies, VoIP, SIP, Unified Communications, Network Design, ACD
Education
Salem College 1988 — 1991
bsba, business
Virginia Western Community College 1978 — 1980
AAS in data processing, Data Processing
Norman Wagner's Peat Marwick Experience 1972 - 1976
Job Cost Control Manager at Actus Lend Lease
Industry Construction
Experience
Actus Lend Lease/Lend Lease Retail and Communities 2004 - Present
Actus Lend Lease 2004 - 2006
Standard Pacific Homes 1985 - 1999
Peat Marwick 1972 - 1976
Education
San Diego State University-California State University 1969 — 1972
MS, Business - Accounting
University of California, Santa Barbara 1965 — 1967
BA, Sociology
Actus Lend Lease/Lend Lease Retail and Communities 2004 - Present
Actus Lend Lease 2004 - 2006
Standard Pacific Homes 1985 - 1999
Peat Marwick 1972 - 1976
Education
San Diego State University-California State University 1969 — 1972
MS, Business - Accounting
University of California, Santa Barbara 1965 — 1967
BA, Sociology
Gerry Anderson's Peat Marwick Experience 1984 - 1987
Job SVP, Treasurer at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman May 2015 - Present
Brown-Forman Corp. January 2013 - May 2015
Brown-Forman 2006 - 2012
Brown-Forman 2001 - 2006
Brown-Forman 1996 - 2001
Brown-Forman 1996 - 1996
Lenox 1993 - 1996
Brown-Forman 1989 - 1993
Peat Marwick 1984 - 1987
Skills
Wine, Corporate Finance, Accounting, Income Statement, Forecasting, Sarbanes-Oxley Act, Pricing, Financial Analysis, Financial Reporting, Financial Modeling, Mergers, Strategic Financial..., Analytics, Mergers & Acquisitions, Analysis
Education
The University of Chicago 1987 — 1989
MBA, Finance
Marquette University 1980 — 1984
BS, Accounting
Brown-Forman May 2015 - Present
Brown-Forman Corp. January 2013 - May 2015
Brown-Forman 2006 - 2012
Brown-Forman 2001 - 2006
Brown-Forman 1996 - 2001
Brown-Forman 1996 - 1996
Lenox 1993 - 1996
Brown-Forman 1989 - 1993
Peat Marwick 1984 - 1987
Skills
Wine, Corporate Finance, Accounting, Income Statement, Forecasting, Sarbanes-Oxley Act, Pricing, Financial Analysis, Financial Reporting, Financial Modeling, Mergers, Strategic Financial..., Analytics, Mergers & Acquisitions, Analysis
Education
The University of Chicago 1987 — 1989
MBA, Finance
Marquette University 1980 — 1984
BS, Accounting
Wayne LaVassar's Peat Marwick Experience December 1979 - June 1982
Job CEO
Industry Consumer Services
Experience
California Tanning Salons, Inc. July 1993 - Present
Modern Image Tanning Supply, Inc. July 1993 - October 1999
Le Beach Club, Inc. March 1985 - July 1993
Hellam,Varon and Company 1987 - 1990
PwC August 1982 - November 1984
Columbia Ward Fisheries June 1975 - August 1984
Peat Marwick December 1979 - June 1982
Skills
Strategic Planning, New Business Development, Entrepreneurship, Public Speaking, Start-ups, Management, Beauty Industry, Restructuring, Team Building, Accounting, Sales
Education
Pacific Lutheran University - School of Business 1975 — 1979
Bachelor of Arts (B.A.)/ Accounting Concentration, Business/Accounting
California Tanning Salons, Inc. July 1993 - Present
Modern Image Tanning Supply, Inc. July 1993 - October 1999
Le Beach Club, Inc. March 1985 - July 1993
Hellam,Varon and Company 1987 - 1990
PwC August 1982 - November 1984
Columbia Ward Fisheries June 1975 - August 1984
Peat Marwick December 1979 - June 1982
Skills
Strategic Planning, New Business Development, Entrepreneurship, Public Speaking, Start-ups, Management, Beauty Industry, Restructuring, Team Building, Accounting, Sales
Education
Pacific Lutheran University - School of Business 1975 — 1979
Bachelor of Arts (B.A.)/ Accounting Concentration, Business/Accounting
Patricia (Trisha) Crombie's Peat Marwick Experience March 1984 - November 1985
Job cpa at Cohen & Grigsby, P.C.
Industry Law Practice
Experience
Cohen & Grigsby, P.C. February 2000 - Present
Sunquest Information Systems January 1997 - March 2000
BlueCross of Western PA December 1993 - January 1997
H.J. Heinz Company January 1992 - November 1993
PNC Financial Corp June 1987 - April 1989
Manager of Bank November 1985 - May 1987
Peat, Marwick March 1984 - November 1985
Peat, Marwick July 1983 - February 1984
Education
Indiana University of Pennsylvania
Bachelor of Science Degree, Accounting
University of Pittsburgh
Masters, Business Administration
Wilkinsburg Senior High School
Cohen & Grigsby, P.C. February 2000 - Present
Sunquest Information Systems January 1997 - March 2000
BlueCross of Western PA December 1993 - January 1997
H.J. Heinz Company January 1992 - November 1993
PNC Financial Corp June 1987 - April 1989
Manager of Bank November 1985 - May 1987
Peat, Marwick March 1984 - November 1985
Peat, Marwick July 1983 - February 1984
Education
Indiana University of Pennsylvania
Bachelor of Science Degree, Accounting
University of Pittsburgh
Masters, Business Administration
Wilkinsburg Senior High School
chuck woods's Peat Marwick Experience August 1986 - May 1988
Job Chief Financial Officer at Conserv FS
Industry Accounting
Experience
Conserv FS October 2010 - Present
Woods Enterprises August 2008 - September 2010
Meyer Material Company - formerly a Marmon Group Company May 2001 - August 2008
AmSafe Aviation - formerly a Marmon Group Company May 1999 - May 2001
Ecodyne Water Treatment, Inc. - a Marmon Group Company October 1995 - May 1999
Leggett & Platt, Inc. May 1988 - October 1995
Peat Marwick August 1986 - May 1988
Skills
Financial Reporting, Business Systems..., Certified Public..., Chartered Global..., Budgeting, Strategic Financial..., Financial Management, Internal Controls, Accounting, Strategic Planning, Restructuring, Business Strategy, Financial Accounting, Manufacturing, Cost Accounting, Forecasting, ERP, New Business Development, Managerial Finance, CPA, Budgets, US GAAP, Process Improvement, Mergers, Auditing, Cash Flow, Finance, Payroll, Strategy, Tax, Risk Management, Financial Modeling, Income Tax, Corporate Finance, Variance Analysis, General Ledger, Operations Management, Due Diligence, Cash Management, Tax Accounting, Working Capital..., Acquisition Integration, Human Resources, Account Reconciliation, Business Planning, GAAP, Accounts Payable, Fixed Assets, Consolidation, Global Management
Education
North Central College 1995 — 1998
MBA, Business
North Central College 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Quincy University 1982 — 1986
B.S., Accounting
Quincy University 1982 — 1986
Bachelor's Degree, Accounting
Conserv FS October 2010 - Present
Woods Enterprises August 2008 - September 2010
Meyer Material Company - formerly a Marmon Group Company May 2001 - August 2008
AmSafe Aviation - formerly a Marmon Group Company May 1999 - May 2001
Ecodyne Water Treatment, Inc. - a Marmon Group Company October 1995 - May 1999
Leggett & Platt, Inc. May 1988 - October 1995
Peat Marwick August 1986 - May 1988
Skills
Financial Reporting, Business Systems..., Certified Public..., Chartered Global..., Budgeting, Strategic Financial..., Financial Management, Internal Controls, Accounting, Strategic Planning, Restructuring, Business Strategy, Financial Accounting, Manufacturing, Cost Accounting, Forecasting, ERP, New Business Development, Managerial Finance, CPA, Budgets, US GAAP, Process Improvement, Mergers, Auditing, Cash Flow, Finance, Payroll, Strategy, Tax, Risk Management, Financial Modeling, Income Tax, Corporate Finance, Variance Analysis, General Ledger, Operations Management, Due Diligence, Cash Management, Tax Accounting, Working Capital..., Acquisition Integration, Human Resources, Account Reconciliation, Business Planning, GAAP, Accounts Payable, Fixed Assets, Consolidation, Global Management
Education
North Central College 1995 — 1998
MBA, Business
North Central College 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Quincy University 1982 — 1986
B.S., Accounting
Quincy University 1982 — 1986
Bachelor's Degree, Accounting
Manuel Iraola's Peat Marwick Experience March 1974 - May 1977
Job Member Board of Directors at Hellenic Cables SA
Industry Management Consulting
Experience
Hellenic Cables SA July 2014 - Present
The Aloaris Group June 2002 - Present
Homekeys March 2003 - June 2014
CH Energy Group Inc. February 2006 - June 2013
Schweitzer-Mauduit International Inc May 2005 - November 2008
Southern Copper Corporation June 1999 - June 2002
Phelps Dodge October 1997 - June 2002
Phelps Dodge June 1982 - June 2002
ITT Corporation March 1977 - August 1982
Peat Marwick March 1974 - May 1977
Skills
Change Management, Private Equity, Transformational..., Executive Search, Process Improvement, Strategy, Mergers, Mergers & Acquisitions, Organizational..., Business Strategy, Entrepreneurship, Business Development, Management, Leadership, Start-ups, Team Building, Talent Management, Business Planning, International Business, Telecommunications, Sales, Operations Management, Venture Capital, Consulting, Finance, Executive Management, Manufacturing, Energy, Strategic Planning, P&L Management, Management Consulting, Negotiation, New Business Development
Education
University of Pennsylvania - The Wharton School 2000 — 2000
Management Program, Board of Directors Institute
Penn State University 1991 — 1991
EMP, Executive Management Program
Sacred Heart University 1979 — 1981
MBA, Management and Finnace
UPR Mayaguez 1966 — 1971
BS Industrial Engineering
American Military Academy 1964 — 1965
High School Diploma
Colegio Calasanz, Bogota 1960 — 1964
Bachillerato
Hellenic Cables SA July 2014 - Present
The Aloaris Group June 2002 - Present
Homekeys March 2003 - June 2014
CH Energy Group Inc. February 2006 - June 2013
Schweitzer-Mauduit International Inc May 2005 - November 2008
Southern Copper Corporation June 1999 - June 2002
Phelps Dodge October 1997 - June 2002
Phelps Dodge June 1982 - June 2002
ITT Corporation March 1977 - August 1982
Peat Marwick March 1974 - May 1977
Skills
Change Management, Private Equity, Transformational..., Executive Search, Process Improvement, Strategy, Mergers, Mergers & Acquisitions, Organizational..., Business Strategy, Entrepreneurship, Business Development, Management, Leadership, Start-ups, Team Building, Talent Management, Business Planning, International Business, Telecommunications, Sales, Operations Management, Venture Capital, Consulting, Finance, Executive Management, Manufacturing, Energy, Strategic Planning, P&L Management, Management Consulting, Negotiation, New Business Development
Education
University of Pennsylvania - The Wharton School 2000 — 2000
Management Program, Board of Directors Institute
Penn State University 1991 — 1991
EMP, Executive Management Program
Sacred Heart University 1979 — 1981
MBA, Management and Finnace
UPR Mayaguez 1966 — 1971
BS Industrial Engineering
American Military Academy 1964 — 1965
High School Diploma
Colegio Calasanz, Bogota 1960 — 1964
Bachillerato
Robert Saydah's Peat Marwick Experience 1979 - 1984
Job Member at Malesardi, Quackenbush, Swift & Company, LLC
Industry Accounting
Experience
Malesardi, Quackenbush, Swift & Company, LLC 1985 - Present
Peat Marwick 1979 - 1984
Skills
Management, Strategic Planning, Financial Reporting, GAAP, Tax, Bookkeeping, CPA, Business Valuation, Auditing, Financial Planning, Tax Returns, Tax Preparation, Income Tax, Accounting, Finance, Financial Analysis, Small Business, Internal Controls, QuickBooks
Education
Lehigh University - College of Business and Economics 1970 — 1975
BS, MBA, Finance, Accounting
Malesardi, Quackenbush, Swift & Company, LLC 1985 - Present
Peat Marwick 1979 - 1984
Skills
Management, Strategic Planning, Financial Reporting, GAAP, Tax, Bookkeeping, CPA, Business Valuation, Auditing, Financial Planning, Tax Returns, Tax Preparation, Income Tax, Accounting, Finance, Financial Analysis, Small Business, Internal Controls, QuickBooks
Education
Lehigh University - College of Business and Economics 1970 — 1975
BS, MBA, Finance, Accounting
George Rimmele's Peat Marwick Experience 1974 - 1978
Job Area Director of Safety at National Express
Industry Transportation/Trucking/Railroad
Experience
National Express February 2007 - Present
National Express 2007 - Present
UPS Supply Chain Solutions 2004 - 2006
Menlo Worldwide 1989 - 2004
Emery Worldwide 1983 - 1989
Purolator Courier 1978 - 1983
Peat Marwick 1974 - 1978
Skills
Transportation..., International Logistics, Truckload, Team Building, Employee Relations, Human Resources, Operations Management, Coaching, Supply Chain Management, Change Management, Logistics Management, Supply Chain, Accounting, Warehousing, Logistics, Auditing, Process Improvement, Forecasting
Education
Seton Hall University
BS in Accounting & MBA in Finance
National Express February 2007 - Present
National Express 2007 - Present
UPS Supply Chain Solutions 2004 - 2006
Menlo Worldwide 1989 - 2004
Emery Worldwide 1983 - 1989
Purolator Courier 1978 - 1983
Peat Marwick 1974 - 1978
Skills
Transportation..., International Logistics, Truckload, Team Building, Employee Relations, Human Resources, Operations Management, Coaching, Supply Chain Management, Change Management, Logistics Management, Supply Chain, Accounting, Warehousing, Logistics, Auditing, Process Improvement, Forecasting
Education
Seton Hall University
BS in Accounting & MBA in Finance
Julie Wesseling's Peat Marwick Experience 1984 - 1986
Job Financial Director at Telluride Medical Center
Industry Medical Practice
Experience
Telluride Hospital District dba Telluride Medical Center 2005 - Present
Montrose County Department of Health and Human Services June 2004 - December 2004
Kounze Independent School District January 2004 - May 2004
Conn's 2002 - 2004
Tri-State Generation & Transmission 1990 - 2001
New Dimension Resources Ltd 1987 - 1990
Dalby, Wendland & Co., P.C. 1986 - 1987
Peat Marwick 1984 - 1986
Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Process Improvement, Auditing, Healthcare, Microsoft Excel, Management, Insurance, Microsoft Office, Leadership, Team Building, Contract Negotiation
Education
Lamar University 2002 — 2003
Teacher Certification, Business, Math
Lamar University 1980 — 1984
BBA, Accounting
Telluride Hospital District dba Telluride Medical Center 2005 - Present
Montrose County Department of Health and Human Services June 2004 - December 2004
Kounze Independent School District January 2004 - May 2004
Conn's 2002 - 2004
Tri-State Generation & Transmission 1990 - 2001
New Dimension Resources Ltd 1987 - 1990
Dalby, Wendland & Co., P.C. 1986 - 1987
Peat Marwick 1984 - 1986
Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Process Improvement, Auditing, Healthcare, Microsoft Excel, Management, Insurance, Microsoft Office, Leadership, Team Building, Contract Negotiation
Education
Lamar University 2002 — 2003
Teacher Certification, Business, Math
Lamar University 1980 — 1984
BBA, Accounting
Vickie Officer's Peat Marwick Experience July 1978 - April 1986
Job Owner, Executive Assistant
Industry Accounting
Experience
Executive Assistant January 1991 - Present
Mills & Schlotzhauer July 1987 - June 1989
Peat, Marwick July 1978 - April 1986
Skills
Tax, Budgets, Small Business, Microsoft Office, Nonprofits, QuickBooks, Accounting, Accounts Receivable, Account Reconciliation, Payroll, General Ledger, Financial Reporting, Financial Accounting, Invoicing
Education
Rockhurst University
Accounting
UCM, Warrensburg, MO
Business Administration
Executive Assistant January 1991 - Present
Mills & Schlotzhauer July 1987 - June 1989
Peat, Marwick July 1978 - April 1986
Skills
Tax, Budgets, Small Business, Microsoft Office, Nonprofits, QuickBooks, Accounting, Accounts Receivable, Account Reconciliation, Payroll, General Ledger, Financial Reporting, Financial Accounting, Invoicing
Education
Rockhurst University
Accounting
UCM, Warrensburg, MO
Business Administration
David Blidy's Peat Marwick Experience September 1977 - March 1979
Job Experienced HandsOn Financial Consultant to Medium and Small Businesses
Industry Executive Office
Experience
Self Employed May 1994 - Present
Medical Imaging Systems, Inc. 1989 - 1993
Uniforms To You Inc. 1984 - 1989
Waste Management 1981 - 1984
Peat Marwick September 1977 - March 1979
Skills
Forensic Accounting, Accounting, Internal Controls, Internal Audit, Excel, Budgeting, Word, Problem Solving, Financial Analysis, Financial Reporting, Analysis, Business Planning, Compliance, Process Improvement, Non-profits, Management Consulting, Business Analysis, Financial Management, Cashflow Analysis, Cost Accounting, Payroll Management, MIS Conversions, Financial Policies &..., Contract Management, Accounts Payable, Auditing, Budgets, Business Development, Business Process..., Business Strategy, CFOs, Cash Flow, Change Management, Contract Negotiation, Coaching, Cross-functional Team..., Due Diligence, Executive Calendar..., Executive Management, Forecasting, Gatekeeping, Governance, Human Resources, Inventory Management, Leadership, Management, Mergers, Negotiation, Microsoft Word, New Business Development
Education
Loyola University of Chicago 1976 — 1979
BBA, Public Accounting
University of Illinois at Chicago 1975 — 1976
Self Employed May 1994 - Present
Medical Imaging Systems, Inc. 1989 - 1993
Uniforms To You Inc. 1984 - 1989
Waste Management 1981 - 1984
Peat Marwick September 1977 - March 1979
Skills
Forensic Accounting, Accounting, Internal Controls, Internal Audit, Excel, Budgeting, Word, Problem Solving, Financial Analysis, Financial Reporting, Analysis, Business Planning, Compliance, Process Improvement, Non-profits, Management Consulting, Business Analysis, Financial Management, Cashflow Analysis, Cost Accounting, Payroll Management, MIS Conversions, Financial Policies &..., Contract Management, Accounts Payable, Auditing, Budgets, Business Development, Business Process..., Business Strategy, CFOs, Cash Flow, Change Management, Contract Negotiation, Coaching, Cross-functional Team..., Due Diligence, Executive Calendar..., Executive Management, Forecasting, Gatekeeping, Governance, Human Resources, Inventory Management, Leadership, Management, Mergers, Negotiation, Microsoft Word, New Business Development
Education
Loyola University of Chicago 1976 — 1979
BBA, Public Accounting
University of Illinois at Chicago 1975 — 1976
Patrick Hartman's Peat Marwick Experience January 1972 - January 1976
Job Financial Executive
Industry Financial Services
Experience
Bank of the Cascades December 2011 - Present
Pan Pacific Bank 2010 - 2011
COMMUNITY BANCORP (CBON) February 2007 - September 2009
CENTER FINANCIAL CORPORATION/CENTER BANK (CLFC) March 2005 - February 2007
THE ALPHA CONSULTING GROUP LLC July 1997 - March 2005
CU BANCORP/CALIFORNIA UNITED BANK (CUBN) November 1992 - July 1997
University of Redlands January 1992 - January 1997
Community Bank January 1979 - January 1992
LITTON INDUSTRIES January 1976 - January 1979
Peat Marwick January 1972 - January 1976
Skills
Risk Management, Financial Reporting, Project Management, Banking, Sarbanes-Oxley, Enterprise Risk..., Financial Risk, Managerial Finance, Accounting, Sarbanes-Oxley Act, Finance, Financial Services, Internal Audit, Mergers & Acquisitions, Auditing, Strategic Financial..., Process Improvement
Education
Northern Illinois University 1970 — 1972
Master, Business Administration; Finance
University of Wisconsin 1966 — 1970
Bachelor, Business Administration; Accounting and Economics
Bank of the Cascades December 2011 - Present
Pan Pacific Bank 2010 - 2011
COMMUNITY BANCORP (CBON) February 2007 - September 2009
CENTER FINANCIAL CORPORATION/CENTER BANK (CLFC) March 2005 - February 2007
THE ALPHA CONSULTING GROUP LLC July 1997 - March 2005
CU BANCORP/CALIFORNIA UNITED BANK (CUBN) November 1992 - July 1997
University of Redlands January 1992 - January 1997
Community Bank January 1979 - January 1992
LITTON INDUSTRIES January 1976 - January 1979
Peat Marwick January 1972 - January 1976
Skills
Risk Management, Financial Reporting, Project Management, Banking, Sarbanes-Oxley, Enterprise Risk..., Financial Risk, Managerial Finance, Accounting, Sarbanes-Oxley Act, Finance, Financial Services, Internal Audit, Mergers & Acquisitions, Auditing, Strategic Financial..., Process Improvement
Education
Northern Illinois University 1970 — 1972
Master, Business Administration; Finance
University of Wisconsin 1966 — 1970
Bachelor, Business Administration; Accounting and Economics
Susan Klosterman's Peat Marwick Experience January 1999 - January 2000
Job Physician Account Executive at Quest Diagnostics
Industry Pharmaceuticals
Experience
Quest Diagnostics August 2012 - Present
PDI/Ferring June 2010 - June 2012
SCHERING-PLOUGH PHARMACEUTICAL COMPANY March 2003 - March 2010
Ventiv Health US Sales January 2000 - January 2003
Peat Marwick January 1999 - January 2000
SUPREME Incorporated January 1997 - January 1998
ARAMARK CONTRACT MANAGEMENT COMPANY January 1991 - January 1997
Skills
Public Speaking, Sales, Business Planning, Marketing, Coaching, Profit, Strategy, Shipping, Pharmaceutical Sales, Endocrinology, Rheumatology, Windows 2000, Urology, Neurology, OB/GYN, Cardiology, Psychiatry
Education
Purdue University 1987 — 1991
BS, Restaurant, Hotel, Institutional Management
Quest Diagnostics August 2012 - Present
PDI/Ferring June 2010 - June 2012
SCHERING-PLOUGH PHARMACEUTICAL COMPANY March 2003 - March 2010
Ventiv Health US Sales January 2000 - January 2003
Peat Marwick January 1999 - January 2000
SUPREME Incorporated January 1997 - January 1998
ARAMARK CONTRACT MANAGEMENT COMPANY January 1991 - January 1997
Skills
Public Speaking, Sales, Business Planning, Marketing, Coaching, Profit, Strategy, Shipping, Pharmaceutical Sales, Endocrinology, Rheumatology, Windows 2000, Urology, Neurology, OB/GYN, Cardiology, Psychiatry
Education
Purdue University 1987 — 1991
BS, Restaurant, Hotel, Institutional Management
Richard Force's Peat Marwick Experience May 1981 - January 1985
Job Systems and Process Assurance Director at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers March 2005 - Present
PricewaterhouseCoopers July 1998 - March 2005
Coopers & Lybrand August 1995 - June 1998
Coopers & Lybrand January 1990 - July 1995
Coopers & Lybrand February 1985 - December 1989
Peat Marwick May 1981 - January 1985
Skills
US GAAP, Internal Controls, Financial Accounting, Internal Audit, Risk Assessment, Business Process..., Management Consulting, Auditing, Financial Reporting, External Audit, Managerial Finance, Assurance, Sarbanes-Oxley Act, CPA, GAAP, SEC filings, Quality Assurance, IFRS, Accounting, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley, Big 4
Education
New Mexico State University 1976 — 1981
Bachelor of Accountancy, Accounting
PricewaterhouseCoopers March 2005 - Present
PricewaterhouseCoopers July 1998 - March 2005
Coopers & Lybrand August 1995 - June 1998
Coopers & Lybrand January 1990 - July 1995
Coopers & Lybrand February 1985 - December 1989
Peat Marwick May 1981 - January 1985
Skills
US GAAP, Internal Controls, Financial Accounting, Internal Audit, Risk Assessment, Business Process..., Management Consulting, Auditing, Financial Reporting, External Audit, Managerial Finance, Assurance, Sarbanes-Oxley Act, CPA, GAAP, SEC filings, Quality Assurance, IFRS, Accounting, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley, Big 4
Education
New Mexico State University 1976 — 1981
Bachelor of Accountancy, Accounting
André Rice's Peat Marwick Experience May 1978 - October 1978
Job President at Muller & Monroe Asset Management, LLC
Industry Investment Management
Experience
Muller & Monroe Asset Management, LLC July 1999 - Present
Rice Group Ltd. November 1986 - Present
Kraft Foods August 1985 - October 1986
Goldman Sachs September 1980 - July 1985
Peat Marwick May 1978 - October 1978
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, General Business
South Carolina State University 1974 — 1978
B.S., Accounting
Muller & Monroe Asset Management, LLC July 1999 - Present
Rice Group Ltd. November 1986 - Present
Kraft Foods August 1985 - October 1986
Goldman Sachs September 1980 - July 1985
Peat Marwick May 1978 - October 1978
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, General Business
South Carolina State University 1974 — 1978
B.S., Accounting
Andrew Alcon's Peat Marwick Experience January 1981 - September 1984
Job Chief Financial Officer at Crosspoint Venture Partners
Industry Venture Capital & Private Equity
Experience
Crosspoint Venture Partners May 1985 - Present
Raychem Corporation September 1984 - May 1985
Peat Marwick January 1981 - September 1984
Skills
Venture Capital, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Start-ups, Valuation, Investor Relations, Investments, Business Strategy, Strategic Planning, Financial Reporting, Business Planning, Accounting, Entrepreneurship
Education
San Jose State University 1977 — 1981
Bachelor of Science (BS), Accounting
Crosspoint Venture Partners May 1985 - Present
Raychem Corporation September 1984 - May 1985
Peat Marwick January 1981 - September 1984
Skills
Venture Capital, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Start-ups, Valuation, Investor Relations, Investments, Business Strategy, Strategic Planning, Financial Reporting, Business Planning, Accounting, Entrepreneurship
Education
San Jose State University 1977 — 1981
Bachelor of Science (BS), Accounting
Richard Berger's Peat Marwick Experience July 1980 - June 1984
Job Director of Corporate Reporting at UGI Corporation
Industry Utilities
Experience
UGI Corporation September 2007 - Present
UGI Utilities August 2003 - August 2007
UGI Corporation June 1988 - August 2003
UGI Corporation June 1985 - June 1987
Peat Marwick July 1980 - June 1984
Education
Penn State University 1977 — 1980
BS, Accounting
UGI Corporation September 2007 - Present
UGI Utilities August 2003 - August 2007
UGI Corporation June 1988 - August 2003
UGI Corporation June 1985 - June 1987
Peat Marwick July 1980 - June 1984
Education
Penn State University 1977 — 1980
BS, Accounting
Mehdi Moussavi's Peat Marwick Experience May 1985 - 1987
Job VP Finance & Chief Compliance Officer at Northgate Gonzalez, LLC
Industry Supermarkets
Experience
Northgate Markets 2006 - Present
Dental Health Services of America 1998 - 2006
Wismer Martin & PCN 1996 - 1998
BDO USA, LLP 1994 - 1996
BDO USA, LLP 1992 - 1994
Lam, Isaac, Robinson 1988 - 1992
Peat Marwick May 1985 - 1987
Skills
Retail, P&L, Budgets, Profit, Forecasting, Pricing, Inventory Management, Merchandising, P&L Management, Certified Anti-Money..., Customer Service
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Pepperdine University 1983 — 1985
Bachelor's Degree, Accounting
Pepperdine University 1978 — 1983
Bachelor's Degree, Mathematics and Computer Science
Kharazmi (Fargom) 1973 — 1977
High School, Mathematics
Northgate Markets 2006 - Present
Dental Health Services of America 1998 - 2006
Wismer Martin & PCN 1996 - 1998
BDO USA, LLP 1994 - 1996
BDO USA, LLP 1992 - 1994
Lam, Isaac, Robinson 1988 - 1992
Peat Marwick May 1985 - 1987
Skills
Retail, P&L, Budgets, Profit, Forecasting, Pricing, Inventory Management, Merchandising, P&L Management, Certified Anti-Money..., Customer Service
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Pepperdine University 1983 — 1985
Bachelor's Degree, Accounting
Pepperdine University 1978 — 1983
Bachelor's Degree, Mathematics and Computer Science
Kharazmi (Fargom) 1973 — 1977
High School, Mathematics
Jerry Thorne's Peat Marwick Experience June 1975 - June 1978
Job Associate Professor at North Carolina A&T State University
Industry Higher Education
Experience
North Carolina A&T State University Internal AuditorHanes Corporation1978 - 1980
Peat Marwick June 1975 - June 1978
Education
Texas A&M University - Mays Business School 1994 — 1998
Ph.D, Accounting
University of Wisconsin-Madison 1982 — 1983
MBA, Accounting
North Carolina Agricultural and Technical State University 1971 — 1975
BS, Accounting
North Carolina A&T State University Internal AuditorHanes Corporation1978 - 1980
Peat Marwick June 1975 - June 1978
Education
Texas A&M University - Mays Business School 1994 — 1998
Ph.D, Accounting
University of Wisconsin-Madison 1982 — 1983
MBA, Accounting
North Carolina Agricultural and Technical State University 1971 — 1975
BS, Accounting
Karen Marino's Peat Marwick Experience 1982 - 1984
Job Manager at M&S Technologies Inc.
Industry
Experience
M&S Technologies Inc. 2000 - Present
RPM, Inc. July 1999 - November 2000
American National Can Company 1994 - 1999
Griffith Laboratories 1985 - 1994
Household Manufacturing 1984 - 1985
Peat Marwick 1982 - 1984
Skills
Sales Management, Team Building, Marketing, Marketing Strategy, New Business Development, Strategic Planning, Healthcare, Medical Devices
Education
University of Chicago Graduate School of Business 1985 — 1988
MBA, Finance and Marketing
Loyola University of Chicago 1978 — 1982
BBA, Accounting and Marketing
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance, General
M&S Technologies Inc. 2000 - Present
RPM, Inc. July 1999 - November 2000
American National Can Company 1994 - 1999
Griffith Laboratories 1985 - 1994
Household Manufacturing 1984 - 1985
Peat Marwick 1982 - 1984
Skills
Sales Management, Team Building, Marketing, Marketing Strategy, New Business Development, Strategic Planning, Healthcare, Medical Devices
Education
University of Chicago Graduate School of Business 1985 — 1988
MBA, Finance and Marketing
Loyola University of Chicago 1978 — 1982
BBA, Accounting and Marketing
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance, General
Bridget Dillon-Powers's Peat Marwick Experience September 1980 - October 1984
Job COO at Crossard Realty Co. Inc.
Industry Health, Wellness and Fitness
Experience
Crossard Realty Co. Inc. March 1983 - Present
New York Life Insurance Company 1997 - 2001
The O'Connor Group October 1984 - December 1995
Peat Marwick September 1980 - October 1984
Education
Manhattan College 1976 — 1980
BS, Business, Accounting
Crossard Realty Co. Inc. March 1983 - Present
New York Life Insurance Company 1997 - 2001
The O'Connor Group October 1984 - December 1995
Peat Marwick September 1980 - October 1984
Education
Manhattan College 1976 — 1980
BS, Business, Accounting
Marc Goodlander's Peat Marwick Experience June 1980 - August 1984
Job Accounting & Treasury Manager at Shasta Industries
Industry Construction
Experience
Shasta Industries Accounting managerBank of America - Phoenix, AZ1995 - 1998
Peat Marwick June 1980 - August 1984
Skills
Accounting, Budgets, JD Edwards, Microsoft Office, Internal Controls, Financial Analysis, Accounts Payable, Microsoft Excel, Account Reconciliation, General Ledger, Contract Negotiation, Outlook, Financial Reporting, Microsoft Word, Corporate Finance, Strategic Planning, Team Building, Customer Service, Leadership, Sales, Risk Management, Hyperion Enterprise, Purchasing, Analysis, Finance
Education
Sam Houston State University 1977 — 1980
BBA, Accounting
Shasta Industries Accounting managerBank of America - Phoenix, AZ1995 - 1998
Peat Marwick June 1980 - August 1984
Skills
Accounting, Budgets, JD Edwards, Microsoft Office, Internal Controls, Financial Analysis, Accounts Payable, Microsoft Excel, Account Reconciliation, General Ledger, Contract Negotiation, Outlook, Financial Reporting, Microsoft Word, Corporate Finance, Strategic Planning, Team Building, Customer Service, Leadership, Sales, Risk Management, Hyperion Enterprise, Purchasing, Analysis, Finance
Education
Sam Houston State University 1977 — 1980
BBA, Accounting
Chris Gavlin's Peat Marwick Experience 1984 - April 1987
Job Accountant at Frank Munaretto CPA
Industry Accounting
Experience
Frank Munaretto CPA 1997 - Present
Peat Marwick 1984 - April 1987
Education
University of Chicago 1982 — 1984
Master of Business Administration (MBA), Accounting
Knox College 1978 — 1982
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Frank Munaretto CPA 1997 - Present
Peat Marwick 1984 - April 1987
Education
University of Chicago 1982 — 1984
Master of Business Administration (MBA), Accounting
Knox College 1978 — 1982
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Sharon Geiser's Peat Marwick Experience January 1981 - July 1983
Job Accounting Professional
Industry Accounting
Experience
Polo Ralph Lauen April 2012 - October 2014
Arrowhead Resort March 2003 - July 2008
Subway Franchise September 1991 - October 1998
Timberline Software June 1983 - August 1991
Peat Marwick January 1981 - July 1983
Education
Rio Hondo College
2 years
Polo Ralph Lauen April 2012 - October 2014
Arrowhead Resort March 2003 - July 2008
Subway Franchise September 1991 - October 1998
Timberline Software June 1983 - August 1991
Peat Marwick January 1981 - July 1983
Education
Rio Hondo College
2 years
Kurt Meinsen's Peat Marwick Experience 1985 - 1989
Job teacher at Bishop O'Connell High School
Industry Chemicals
Experience
Bishop O'Connell High School 2004 - Present
Meinsen & Co. 1991 - 2003
Peat Marwick 1985 - 1989
Price Waterhouse Management Consultants 1982 - 1985
Skills
Teaching, Curriculum Design, Higher Education, Research, Volunteer Management, Event Planning, Public Speaking, Customer Service, Business Planning, Leadership Development, Leadership, Community Outreach, Science, Strategic Planning, Nonprofits, Project Management, Project Planning, Management Consulting, Coaching
Education
Northwestern University - Kellogg School of Management 1980 — 1982
M.M., Finance and Health Services Management
Yale University 1974 — 1978
B.A., Molecular Biophysics & Biochemistry
Bishop O'Connell High School 2004 - Present
Meinsen & Co. 1991 - 2003
Peat Marwick 1985 - 1989
Price Waterhouse Management Consultants 1982 - 1985
Skills
Teaching, Curriculum Design, Higher Education, Research, Volunteer Management, Event Planning, Public Speaking, Customer Service, Business Planning, Leadership Development, Leadership, Community Outreach, Science, Strategic Planning, Nonprofits, Project Management, Project Planning, Management Consulting, Coaching
Education
Northwestern University - Kellogg School of Management 1980 — 1982
M.M., Finance and Health Services Management
Yale University 1974 — 1978
B.A., Molecular Biophysics & Biochemistry
Cole Halliburton's Peat Marwick Experience January 1980 - May 1983
Job President at Halliburton Operating Company
Industry Oil & Energy
Experience
Halliburton Operating Company January 2001 - Present
Cole Halliburton, Attorney at Law May 1982 - August 2002
Peat Marwick January 1980 - May 1983
Skills
Certified Public...
Education
Southern Methodist University Dedman School of Law 1977 — 1980
Juris Doctorate, Law
The University of Texas at Austin 1976 — 1977
Bachelor of Arts (B.A.), Psychology
Texas A&M University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Acounting
Halliburton Operating Company January 2001 - Present
Cole Halliburton, Attorney at Law May 1982 - August 2002
Peat Marwick January 1980 - May 1983
Skills
Certified Public...
Education
Southern Methodist University Dedman School of Law 1977 — 1980
Juris Doctorate, Law
The University of Texas at Austin 1976 — 1977
Bachelor of Arts (B.A.), Psychology
Texas A&M University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Acounting
Doreen Ciappa's Peat Marwick Experience January 1985 - September 1988
Job Assistant Office Manager at ZwangerPesiri Radiology
Industry Hospital & Health Care
Experience
Zwanger-Pesiri Radiology Assistant Office ManagerZwanger-Pesiri RadiologyNovember 2014 - Present
Zwanger-Pesiri Radiology 2009 - 2014
American Software September 1988 - March 1990
Peat Marwick January 1985 - September 1988
Skills
Healthcare Information..., Healthcare, Radiology, Medical Imaging, PACS, BLS, Patient Safety, HIPAA, ACLS, EMR, Medical Terminology, Inpatient, Informatics, RIS, Hospitals
Education
Hofstra University 1978 — 1980
Bachelor's degree, English/Publishing
Roger Williams University 1977 — 1978
English
Zwanger-Pesiri Radiology Assistant Office ManagerZwanger-Pesiri RadiologyNovember 2014 - Present
Zwanger-Pesiri Radiology 2009 - 2014
American Software September 1988 - March 1990
Peat Marwick January 1985 - September 1988
Skills
Healthcare Information..., Healthcare, Radiology, Medical Imaging, PACS, BLS, Patient Safety, HIPAA, ACLS, EMR, Medical Terminology, Inpatient, Informatics, RIS, Hospitals
Education
Hofstra University 1978 — 1980
Bachelor's degree, English/Publishing
Roger Williams University 1977 — 1978
English
Lawrence Steinik's Peat Marwick Experience June 1970 - June 1972
Job Accountant at Self Employed Tax Preparer and Accountant
Industry Accounting
Experience
Self Employed Public Accountant June 1973 - Present
Self Employed Tax Preparer June 1972 - Present
Lawrence J Steinik & Co. June 1970 - Present
NY Office of the Medicaid Inspector General December 1977 - December 2007
Peat Marwick June 1970 - June 1972
Skills
Income Tax, Tax Returns, Tax Preparation, Sales Tax, Bookkeeping, Tax, Corporate Tax, Accounting, QuickBooks, Journal Entries, General Ledger, Accountants
Education
New York Institute of Technology-Old Westbury 1966 — 1970
Bachelor's degree, Accounting
CHESHIRE ACADEMY 1964 — 1965
HIGH SCHOOL
Self Employed Public Accountant June 1973 - Present
Self Employed Tax Preparer June 1972 - Present
Lawrence J Steinik & Co. June 1970 - Present
NY Office of the Medicaid Inspector General December 1977 - December 2007
Peat Marwick June 1970 - June 1972
Skills
Income Tax, Tax Returns, Tax Preparation, Sales Tax, Bookkeeping, Tax, Corporate Tax, Accounting, QuickBooks, Journal Entries, General Ledger, Accountants
Education
New York Institute of Technology-Old Westbury 1966 — 1970
Bachelor's degree, Accounting
CHESHIRE ACADEMY 1964 — 1965
HIGH SCHOOL
Joel Therriault CPA CA's Peat Marwick Experience September 1989 - October 1990
Job Vp finance chez Omer DeSerres
Industry Retail
Experience
Omer DeSerres March 1999 - Present
Weston Bakeries August 1998 - February 1999
TransForce Inc. May 1996 - August 1998
Mazars Harel Drouin S.E.N.C.R.L. October 1990 - May 1996
Peat Marwick September 1989 - October 1990
Education
HEC Montreal 1986 — 1989
BAA, Comptabilité
Omer DeSerres March 1999 - Present
Weston Bakeries August 1998 - February 1999
TransForce Inc. May 1996 - August 1998
Mazars Harel Drouin S.E.N.C.R.L. October 1990 - May 1996
Peat Marwick September 1989 - October 1990
Education
HEC Montreal 1986 — 1989
BAA, Comptabilité
Doreen Baker's Peat Marwick Experience 1980 - 1986
Job Supp. and HBA Manager at Mrs. Green's Natural Market a division of Natural Market Restaurants, Inc.
Industry Food Production
Experience
Mrs. Green's Natural Market a division of Natural Market Restaurants, Inc. 2001 - Present
Peat Marwick 1980 - 1986
Skills
Customer Service, Leadership Development, Food Industry, Wellness, Succession Planning, Nutrition, Supply Chain, PowerPoint, Social Media Marketing, Coaching, Customer Insight, Process Improvement
Education
Darien High School
Southern Connecticut State University
BS, Psychology
Mrs. Green's Natural Market a division of Natural Market Restaurants, Inc. 2001 - Present
Peat Marwick 1980 - 1986
Skills
Customer Service, Leadership Development, Food Industry, Wellness, Succession Planning, Nutrition, Supply Chain, PowerPoint, Social Media Marketing, Coaching, Customer Insight, Process Improvement
Education
Darien High School
Southern Connecticut State University
BS, Psychology
Carol Richardson's Peat Marwick Experience September 1981 - May 1982
Job Assistant Information and Media Specialist at Magnificat High School
Industry Libraries
Experience
Magnificat High School January 2012 - Present
YWCA Racine April 2009 - July 2010
Sacred Heart School August 2006 - June 2007
Librarian at St Christina'a School March 2001 - July 2003
Keebler Company January 1990 - January 1991
Keebler Company January 1983 - December 1984
Peat Marwick September 1981 - May 1982
Peat Marwick July 1980 - August 1981
Skills
Financial Analysis, Internal Audit
Education
Miami University 1976 — 1980
BS Business, Accounting
Magnificat High School 1972 — 1976
College Prep
Magnificat High School January 2012 - Present
YWCA Racine April 2009 - July 2010
Sacred Heart School August 2006 - June 2007
Librarian at St Christina'a School March 2001 - July 2003
Keebler Company January 1990 - January 1991
Keebler Company January 1983 - December 1984
Peat Marwick September 1981 - May 1982
Peat Marwick July 1980 - August 1981
Skills
Financial Analysis, Internal Audit
Education
Miami University 1976 — 1980
BS Business, Accounting
Magnificat High School 1972 — 1976
College Prep
Steven Levinsky, PMP's Peat Marwick Experience February 1982 - April 1983
Job PMP at NYC Department of Environmental Protection
Industry Government Administration
Experience
NYC Department of Environmental Protection August 1988 - Present
Synchronal Corporation May 1987 - August 1988
Manufacturers Hanover Trust June 1984 - May 1987
Chemical Bank April 1983 - June 1984
Peat Marwick February 1982 - April 1983
Skills
PMP, Project Management, Software Development, Leadership, SDLC, Program Management, Risk Management, Business Analysis, ERP, Vendor Management, Software Project..., Process Improvement, Visio, Team Building, Strategic Planning, Six Sigma Green Belt, Databases, Team Leadership, Training, Budgets, Troubleshooting, Policy, Quality Assurance, Analysis, SharePoint, Information Technology, Business Intelligence, IT Strategy, Integration, MS Project, Business Process..., Data Center, Project Planning, Change Management, Enterprise Software, Disaster Recovery, Crystal Reports, Enterprise Architecture, Requirements Analysis, Windows, Microsoft SQL Server, Government, System Administration, Security, SQL, Data Analysis, Management, Database Design, Management Consulting, Contract Management
Education
Walden University 2013 — 2016
Doctor of Business Administration (DBA), Project Management
State University of New York at Stony Brook 1991 — 1993
MALS, Environmental and Waste Management
Hofstra University 1980 — 1981
BBA, Administrative Computer Systems
Pace University 1977 — 1980
Accounting
NYC Department of Environmental Protection August 1988 - Present
Synchronal Corporation May 1987 - August 1988
Manufacturers Hanover Trust June 1984 - May 1987
Chemical Bank April 1983 - June 1984
Peat Marwick February 1982 - April 1983
Skills
PMP, Project Management, Software Development, Leadership, SDLC, Program Management, Risk Management, Business Analysis, ERP, Vendor Management, Software Project..., Process Improvement, Visio, Team Building, Strategic Planning, Six Sigma Green Belt, Databases, Team Leadership, Training, Budgets, Troubleshooting, Policy, Quality Assurance, Analysis, SharePoint, Information Technology, Business Intelligence, IT Strategy, Integration, MS Project, Business Process..., Data Center, Project Planning, Change Management, Enterprise Software, Disaster Recovery, Crystal Reports, Enterprise Architecture, Requirements Analysis, Windows, Microsoft SQL Server, Government, System Administration, Security, SQL, Data Analysis, Management, Database Design, Management Consulting, Contract Management
Education
Walden University 2013 — 2016
Doctor of Business Administration (DBA), Project Management
State University of New York at Stony Brook 1991 — 1993
MALS, Environmental and Waste Management
Hofstra University 1980 — 1981
BBA, Administrative Computer Systems
Pace University 1977 — 1980
Accounting
Glenn Portman's Peat Marwick Experience 1984 - 1985
Job Senior Application Developer at AT&T
Industry Telecommunications
Experience
AT&T 1997 - Present
Larimore Associates, Inc 1988 - 1996
W. King Ambler, Inc 1985 - 1988
Peat Marwick 1984 - 1985
Skills
Java, Middleware, Weblogic, SOA, JMS, Unix, Ant, Application Architecture, SOAP, Solaris, Enterprise Architecture, Perl, JavaScript, Enterprise Software
Education
Webster University
M.A.T., Mathematics
Indiana State University
B.A., Mathematics
AT&T 1997 - Present
Larimore Associates, Inc 1988 - 1996
W. King Ambler, Inc 1985 - 1988
Peat Marwick 1984 - 1985
Skills
Java, Middleware, Weblogic, SOA, JMS, Unix, Ant, Application Architecture, SOAP, Solaris, Enterprise Architecture, Perl, JavaScript, Enterprise Software
Education
Webster University
M.A.T., Mathematics
Indiana State University
B.A., Mathematics
Ford Taylor's Peat Marwick Experience 1981 - 1983
Job Ford Taylor CPA
Industry Accounting
Experience
Ford Taylor CPA 1999 - 2012
Ameriforge 1996 - 1999
Arkla-Tex-Irrigation 1994 - 1996
GE Capital 1988 - 1994
Wausau Insurance 1983 - 1988
Peat Marwick 1981 - 1983
Skills
CPA, GAAP, Microsoft Excel
Education
Louisiana Tech University 1976 — 1980
Bachelor's degree, Accounting
Ford Taylor CPA 1999 - 2012
Ameriforge 1996 - 1999
Arkla-Tex-Irrigation 1994 - 1996
GE Capital 1988 - 1994
Wausau Insurance 1983 - 1988
Peat Marwick 1981 - 1983
Skills
CPA, GAAP, Microsoft Excel
Education
Louisiana Tech University 1976 — 1980
Bachelor's degree, Accounting
Linda Pirollo's Peat Marwick Experience September 1987 - September 1989
Job Senior Planning Engineer at AK Steel Corporation
Industry Mining & Metals
Experience
AK Steel Corporation 1989 - Present
Peat Marwick September 1987 - September 1989
Eastman Kodak June 1981 - September 1987
Skills
Operations Management, Project Planning, Production Planning, Manufacturing, Management Consulting, Multi Tasking, Microsoft Office, Safety, Industrial Engineering, Factory, Maintenance Management, Materials, Planning, Engineering, Process Improvement, Product Development, Continuous Improvement, Lean Manufacturing, Process Engineering, Steel
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Operations Management and Supervision
Penn State University
BS, Industrial Engineering
AK Steel Corporation 1989 - Present
Peat Marwick September 1987 - September 1989
Eastman Kodak June 1981 - September 1987
Skills
Operations Management, Project Planning, Production Planning, Manufacturing, Management Consulting, Multi Tasking, Microsoft Office, Safety, Industrial Engineering, Factory, Maintenance Management, Materials, Planning, Engineering, Process Improvement, Product Development, Continuous Improvement, Lean Manufacturing, Process Engineering, Steel
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Operations Management and Supervision
Penn State University
BS, Industrial Engineering
susan bunce's Peat Marwick Experience August 1985 - October 1989
Job CFO at ePeople Healthcare, ePeople LLC
Industry Hospital & Health Care
Experience
ePeople Healthcare April 2003 - Present
First South Savings, First Home November 1989 - August 1997
Peat Marwick August 1985 - October 1989
Skills
Healthcare, Strategic Planning, Management, Budgets, Leadership, Process Improvement, Financial Analysis, Customer Service, Accounting, Financial Reporting, Tax Preparation
Education
Indiana University of Pennsylvania 1982 — 1985
Bachelor’s Degree, Accounting
ePeople Healthcare April 2003 - Present
First South Savings, First Home November 1989 - August 1997
Peat Marwick August 1985 - October 1989
Skills
Healthcare, Strategic Planning, Management, Budgets, Leadership, Process Improvement, Financial Analysis, Customer Service, Accounting, Financial Reporting, Tax Preparation
Education
Indiana University of Pennsylvania 1982 — 1985
Bachelor’s Degree, Accounting
jerry clarke's Peat Marwick Experience June 1962 - April 1971
Job financial consultant
Industry Accounting
Experience
Self-employed January 2001 - Present
icelandic usa inc. April 1971 - December 2000
Peat Marwick June 1962 - April 1971
Skills
Financial Analysis, Accounting, Strategic Planning, Auditing, Internal Controls, Financial Reporting, Tax, Sarbanes-Oxley Act, Financial Accounting, Mergers & Acquisitions
Education
Iona College 1958 — 1962
Bachelor of Business Administration (BBA), Accounting
stepinac h. s. 1954 — 1958
Self-employed January 2001 - Present
icelandic usa inc. April 1971 - December 2000
Peat Marwick June 1962 - April 1971
Skills
Financial Analysis, Accounting, Strategic Planning, Auditing, Internal Controls, Financial Reporting, Tax, Sarbanes-Oxley Act, Financial Accounting, Mergers & Acquisitions
Education
Iona College 1958 — 1962
Bachelor of Business Administration (BBA), Accounting
stepinac h. s. 1954 — 1958
Elizabeth Pfaff's Peat Marwick Experience May 1985 - May 1987
Job Accountant
Industry Cosmetics
Experience
Self 1997 - Present
Peat Marwick May 1985 - May 1987
Fox and Co. June 1983 - May 1985
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Rice University 1976 — 1980
Bachelor of Arts (B.A.), Business, Management and Accounting
Cleveland High School, St. Louis, MO 1972 — 1976
Self 1997 - Present
Peat Marwick May 1985 - May 1987
Fox and Co. June 1983 - May 1985
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Rice University 1976 — 1980
Bachelor of Arts (B.A.), Business, Management and Accounting
Cleveland High School, St. Louis, MO 1972 — 1976
Pamela Ash's Peat Marwick Experience June 1986 - August 1988
Job Art Manager at Simon and Schuster
Industry Publishing
Experience
Simon and Schuster August 1992 - Present
NBC News January 1992 - May 1992
Peat Marwick June 1986 - August 1988
Skills
Art Management, Graphic Design, Administrative..., Production Managment
Education
New York Institute of Technology 1988 — 1992
Bachelor of Fine Arts (B.F.A.), Communication and Media Studies
Simon and Schuster August 1992 - Present
NBC News January 1992 - May 1992
Peat Marwick June 1986 - August 1988
Skills
Art Management, Graphic Design, Administrative..., Production Managment
Education
New York Institute of Technology 1988 — 1992
Bachelor of Fine Arts (B.F.A.), Communication and Media Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY