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
Dr PJ Ford Slack Dr PJ Ford Slack's Peat Marwick Experience July 1974 - April 1975
Job Takes over Superintendent position for 2015
Industry Education Management
Experience
Hoonah City School District January 2015 - Present
Linked hands for Education June 2014 - Present
Linkedhands4education January 2012 - Present
Sitka School District August 2010 - June 2014
Delta Greely school district June 2006 - June 2010
University of Saint Thomas June 1993 - September 1995
Liaoning da Xue July 1990 - April 1991
Sydney Opera House October 1973 - May 1975
Peat Marwick July 1974 - April 1975
Skills
Customer Service, Microsoft Office, Teaching, Staff Development, Public Speaking, Higher Education, Research, Coaching, PowerPoint, Editing, Microsoft Word, Microsoft Excel, Nonprofits, Leadership Development, Team Building, Technology Integration, Strategic Planning, Educational Leadership, Elementary Education, Special Education, Teacher Training, Curriculum Development, Training, Curriculum Design, Community Outreach, Grant Writing, Classroom Management, Distance Learning, Lesson Planning, Differentiated..., Organizational..., Policy, Blended Learning, Workshop Facilitation, Policy Analysis, Secondary Education, Literacy, Grants, E-Learning, Adult Education, K-12, Classroom, Instructional Design, Leadership, Educational Technology, Program Development, Instructional Technology, Program Evaluation, Tutoring, Fundraising
Education
University of Oregon 1984 — 1989
Doctor of Philosophy (PhD), two masters degrees, Educational, Instructional, and Curriculum Supervision, 4.0
University of Sydney 1973 — 1975
Diploma in teaching, Pharmacology and Teaching
East Sydney Technical College 1973 — 1974
Costume design, Fashion/Apparel Design
East Sydney Technical College
University of Alaska Southeast
Eduction technology
Hoonah City School District January 2015 - Present
Linked hands for Education June 2014 - Present
Linkedhands4education January 2012 - Present
Sitka School District August 2010 - June 2014
Delta Greely school district June 2006 - June 2010
University of Saint Thomas June 1993 - September 1995
Liaoning da Xue July 1990 - April 1991
Sydney Opera House October 1973 - May 1975
Peat Marwick July 1974 - April 1975
Skills
Customer Service, Microsoft Office, Teaching, Staff Development, Public Speaking, Higher Education, Research, Coaching, PowerPoint, Editing, Microsoft Word, Microsoft Excel, Nonprofits, Leadership Development, Team Building, Technology Integration, Strategic Planning, Educational Leadership, Elementary Education, Special Education, Teacher Training, Curriculum Development, Training, Curriculum Design, Community Outreach, Grant Writing, Classroom Management, Distance Learning, Lesson Planning, Differentiated..., Organizational..., Policy, Blended Learning, Workshop Facilitation, Policy Analysis, Secondary Education, Literacy, Grants, E-Learning, Adult Education, K-12, Classroom, Instructional Design, Leadership, Educational Technology, Program Development, Instructional Technology, Program Evaluation, Tutoring, Fundraising
Education
University of Oregon 1984 — 1989
Doctor of Philosophy (PhD), two masters degrees, Educational, Instructional, and Curriculum Supervision, 4.0
University of Sydney 1973 — 1975
Diploma in teaching, Pharmacology and Teaching
East Sydney Technical College 1973 — 1974
Costume design, Fashion/Apparel Design
East Sydney Technical College
University of Alaska Southeast
Eduction technology
John Kuppe John Kuppe's Peat Marwick Experience September 1960 - August 1966
Job Owner at John A Kuppe, Consulting
Industry
Experience
John A Kuppe, Consulting October 2011 - Present
Sundance Resources, Inc. September 1991 - October 2011
Kerley Industries May 1985 - September 1991
The Constance Bultman Wildon Center May 1976 - December 1984
Froiland & Kuppe, Partnership April 1974 - November 1979
Fairway Foods Company June 1970 - March 1974
Char Lynn Manufacturing Company September 1966 - May 1970
Peat Marwick September 1960 - August 1966
Skills
Computer for..., Finance, Budgets, Entrepreneurship, Auditing, Analysis, New Business Development, Start-ups, Small Business, Training
Education
International Accounting School - Chicago, Illinois 1955 — 1959
Accounting - Life time scholarship, Accounting, business law, budgeting, financial presentation, etc., Life time scholarship, after passing a two day exam at a local CPA firm.
University of Minnesota-Twin Cities 1952 — 1954
None, Accounting, Taxation, and Public Speaking, n/a
John A Kuppe, Consulting October 2011 - Present
Sundance Resources, Inc. September 1991 - October 2011
Kerley Industries May 1985 - September 1991
The Constance Bultman Wildon Center May 1976 - December 1984
Froiland & Kuppe, Partnership April 1974 - November 1979
Fairway Foods Company June 1970 - March 1974
Char Lynn Manufacturing Company September 1966 - May 1970
Peat Marwick September 1960 - August 1966
Skills
Computer for..., Finance, Budgets, Entrepreneurship, Auditing, Analysis, New Business Development, Start-ups, Small Business, Training
Education
International Accounting School - Chicago, Illinois 1955 — 1959
Accounting - Life time scholarship, Accounting, business law, budgeting, financial presentation, etc., Life time scholarship, after passing a two day exam at a local CPA firm.
University of Minnesota-Twin Cities 1952 — 1954
None, Accounting, Taxation, and Public Speaking, n/a
Jeff Hein Jeff Hein's Peat Marwick Experience 1974 - 1976
Job Director of Finance at First Choice Coffee Services
Industry Food & Beverages
Experience
Daiohs First Choice Coffee Services 2011 - Present
Daiohs First Choice Coffee Services 2006 - 2010
Daiohs First Choice Coffee Services 2004 - 2006
Keurig, Incorporated 2001 - 2004
Your Coffee Service 1996 - 2001
ARAMARK Refreshment Services 1986 - 1995
ARAMARK Refreshment Services 1980 - 1985
ARAMARK Refreshment Services 1977 - 1980
Standard Coffee Service Company 1976 - 1977
Peat Marwick 1974 - 1976
Skills
Accounts Receivable, Forecasting, Sales, Finance, Business Development, Operations Management, P&L, Cross-functional Team..., Financial Analysis, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Financial Forecasting, Hyperion Enterprise, Strategic Financial..., Sales Operations, Team Building, Account Management, Customer Service, New Business Development, Sales Management
Education
University of Notre Dame 1970 — 1974
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Daiohs First Choice Coffee Services 2011 - Present
Daiohs First Choice Coffee Services 2006 - 2010
Daiohs First Choice Coffee Services 2004 - 2006
Keurig, Incorporated 2001 - 2004
Your Coffee Service 1996 - 2001
ARAMARK Refreshment Services 1986 - 1995
ARAMARK Refreshment Services 1980 - 1985
ARAMARK Refreshment Services 1977 - 1980
Standard Coffee Service Company 1976 - 1977
Peat Marwick 1974 - 1976
Skills
Accounts Receivable, Forecasting, Sales, Finance, Business Development, Operations Management, P&L, Cross-functional Team..., Financial Analysis, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Financial Forecasting, Hyperion Enterprise, Strategic Financial..., Sales Operations, Team Building, Account Management, Customer Service, New Business Development, Sales Management
Education
University of Notre Dame 1970 — 1974
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Ed Bennett Ed Bennett's Peat Marwick Experience January 1979 - May 1982
Job Accounting Professional
Industry Accounting
Experience
Self-employed 1998 - Present
Enrtainment Marketing 1988 - December 1991
ERC 1982 - 1988
Peat Marwick January 1979 - May 1982
Skills
Manement Information..., Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Auditing, Accounting, Strategic Planning, Financial Reporting, Financial Accounting, Budgets, Accounts Payable, Financial Analysis, QuickBooks, Public Speaking, Accounts Receivable, Tax Preparation, Tax, CPA, Income Tax, Payroll, Corporate Tax, Bookkeeping, Project Planning
Education
University of Houston 1974 — 1978
Bachelor of Business Administration (BBA)/MS Accountancy, Business Administration and Management, General
Valley High School 1969 — 1970
12
Agona High School 1966 — 1969
Self-employed 1998 - Present
Enrtainment Marketing 1988 - December 1991
ERC 1982 - 1988
Peat Marwick January 1979 - May 1982
Skills
Manement Information..., Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Auditing, Accounting, Strategic Planning, Financial Reporting, Financial Accounting, Budgets, Accounts Payable, Financial Analysis, QuickBooks, Public Speaking, Accounts Receivable, Tax Preparation, Tax, CPA, Income Tax, Payroll, Corporate Tax, Bookkeeping, Project Planning
Education
University of Houston 1974 — 1978
Bachelor of Business Administration (BBA)/MS Accountancy, Business Administration and Management, General
Valley High School 1969 — 1970
12
Agona High School 1966 — 1969
Bill Macaulay Bill Macaulay's Peat Marwick Experience July 1977 - August 1989
Job Tax Partner, Smythe LLP
Industry Accounting
Experience
Smythe LLP (formerly Smythe Ratcliffe LLP) February 2005 - Present
PKF February 2005 - Present
KPMG LLP 1989 - 2004
Peat Marwick July 1977 - August 1989
Skills
Tax, Accounting, Tax Accounting, Financial Planners, Tax Preparation, Mergers & Acquisitions, High Net Worth..., Financial Analysis, Assurance, Financial Accounting
Education
Institute of Chartered Accountants of British Columbia 1977 — 1980
Chartered Accountant now Chartered Professional Accountant -- CPA, CA
The University of British Columbia 1972 — 1977
BComm, Accounting
Killarney Secondary School 1967 — 1972
Smythe LLP (formerly Smythe Ratcliffe LLP) February 2005 - Present
PKF February 2005 - Present
KPMG LLP 1989 - 2004
Peat Marwick July 1977 - August 1989
Skills
Tax, Accounting, Tax Accounting, Financial Planners, Tax Preparation, Mergers & Acquisitions, High Net Worth..., Financial Analysis, Assurance, Financial Accounting
Education
Institute of Chartered Accountants of British Columbia 1977 — 1980
Chartered Accountant now Chartered Professional Accountant -- CPA, CA
The University of British Columbia 1972 — 1977
BComm, Accounting
Killarney Secondary School 1967 — 1972
Kay Templeton Kay Templeton's Peat Marwick Experience January 1986 - 1989
Job Agency Owner at Templeton Insurance Agency
Industry Insurance
Experience
Templeton Insurance Agency March 1990 - Present
First Gibraltar Bank 1989 - March 1990
Peat Marwick January 1986 - 1989
Skills
General Insurance, Commercial Insurance, Property & Casualty..., Insurance, Life Insurance, Umbrella Insurance, Homeowners, Customer Service, Term Life Insurance, Disability Insurance, Casualty, Liability, Risk Management, Inland Marine, Employment Practices..., Fixed Annuities, Underwriting, Renters, Brokers, Health Insurance, Employee Benefits, Legal Liability, Commercial Lines, Long-term Care, Professional Liability, D&O, Retirement Planning, Workers Compensation, Financial Risk, IRAs, Small Business, Process Improvement
Education
University of Houston 1982 — 1985
Bachelor of Business Administration, Accounting
Templeton Insurance Agency March 1990 - Present
First Gibraltar Bank 1989 - March 1990
Peat Marwick January 1986 - 1989
Skills
General Insurance, Commercial Insurance, Property & Casualty..., Insurance, Life Insurance, Umbrella Insurance, Homeowners, Customer Service, Term Life Insurance, Disability Insurance, Casualty, Liability, Risk Management, Inland Marine, Employment Practices..., Fixed Annuities, Underwriting, Renters, Brokers, Health Insurance, Employee Benefits, Legal Liability, Commercial Lines, Long-term Care, Professional Liability, D&O, Retirement Planning, Workers Compensation, Financial Risk, IRAs, Small Business, Process Improvement
Education
University of Houston 1982 — 1985
Bachelor of Business Administration, Accounting
Gregory Snodgrass Gregory Snodgrass's Peat Marwick Experience 1982 - 1984
Job Owner/President at Homeowners Insurance Agency Inc
Industry Insurance
Experience
Homeowners Insurance Agency Inc May 1998 - Present
Allstate 1987 - 1993
Price & Donoghue, PA CPA's 1984 - 1987
Peat Marwick 1982 - 1984
Skills
Insurance, Property & Casualty..., Underwriting, Liability, Customer Service, Management, Accounting, Small Business
Education
University of Florida 1977 — 1981
Bachelor of Science (B.S.), Accounting
Homeowners Insurance Agency Inc May 1998 - Present
Allstate 1987 - 1993
Price & Donoghue, PA CPA's 1984 - 1987
Peat Marwick 1982 - 1984
Skills
Insurance, Property & Casualty..., Underwriting, Liability, Customer Service, Management, Accounting, Small Business
Education
University of Florida 1977 — 1981
Bachelor of Science (B.S.), Accounting
Gary Brooks Gary Brooks's Peat Marwick Experience June 1967 - December 1973
Job CFO Partner at Aventine Hill Partners, Inc.
Industry Financial Services
Experience
Aventine Hill Partners, Inc. August 2014 - Present
Tatum September 2001 - August 2014
March Group July 2000 - April 2001
Envirotechnologies Systems, Inc. September 1997 - July 2000
Liberty Sports Group September 1994 - December 1996
Houston Sports Association March 1986 - April 1994
American Exploration Company March 1983 - January 1986
Saber Energy, Inc August 1976 - April 1982
Howell Petroleum Company 1973 - 1976
Peat Marwick June 1967 - December 1973
Skills
Mergers & Acquisitions, Finance, Internal Controls, Accounting, Contract Negotiation, Restructuring, Leadership, Energy, Business Process, Integration, Manufacturing, Due Diligence, Acquisition Integration, SEC filings, Sarbanes-Oxley Act, SEC Filings, Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Financial Modeling
Education
University of North Texas 1961 — 1967
BBA, MBA, Accounting
University of North Texas
Master of Business Administration (MBA), Accounting and Computer Science
Aventine Hill Partners, Inc. August 2014 - Present
Tatum September 2001 - August 2014
March Group July 2000 - April 2001
Envirotechnologies Systems, Inc. September 1997 - July 2000
Liberty Sports Group September 1994 - December 1996
Houston Sports Association March 1986 - April 1994
American Exploration Company March 1983 - January 1986
Saber Energy, Inc August 1976 - April 1982
Howell Petroleum Company 1973 - 1976
Peat Marwick June 1967 - December 1973
Skills
Mergers & Acquisitions, Finance, Internal Controls, Accounting, Contract Negotiation, Restructuring, Leadership, Energy, Business Process, Integration, Manufacturing, Due Diligence, Acquisition Integration, SEC filings, Sarbanes-Oxley Act, SEC Filings, Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Financial Modeling
Education
University of North Texas 1961 — 1967
BBA, MBA, Accounting
University of North Texas
Master of Business Administration (MBA), Accounting and Computer Science
Richard Vallee Richard Vallee's Peat Marwick Experience August 1969 - August 1971
Job Founder
Industry Real Estate
Experience
Dunover, Inc October 1984 - Present
CNH April 1980 - October 1984
CNH September 1978 - September 1980
CNH September 1976 - September 1978
CNH September 1971 - September 1976
Peat Marwick August 1969 - August 1971
Skills
CPA, Financial Reporting, Due Diligence, Management, Leases, Small Business, Property Management, Financial Analysis, Budgets, Commercial Real Estate, Forecasting, Mergers & Acquisitions, Residential Homes, Finance
Education
The Ohio State University 1965 — 1969
Bachelor's degree, Mechanical Enginnering /Accounting
University of Findlay 1964 — 1965
Mechanical Engineering
Dunover, Inc October 1984 - Present
CNH April 1980 - October 1984
CNH September 1978 - September 1980
CNH September 1976 - September 1978
CNH September 1971 - September 1976
Peat Marwick August 1969 - August 1971
Skills
CPA, Financial Reporting, Due Diligence, Management, Leases, Small Business, Property Management, Financial Analysis, Budgets, Commercial Real Estate, Forecasting, Mergers & Acquisitions, Residential Homes, Finance
Education
The Ohio State University 1965 — 1969
Bachelor's degree, Mechanical Enginnering /Accounting
University of Findlay 1964 — 1965
Mechanical Engineering
Miguel A. Burgos Miguel A. Burgos's Peat Marwick Experience 1971 - 1974
Job Operations Director at Consolidated Waste Services, Corp
Industry Logistics and Supply Chain
Experience
Consolidated Waste Services, Corp 2010 - Present
MAARA Corp. 2009 - 2010
Transporte Sonnell 2008 - 2009
Suiza Dairy Corporation, Inc. 2001 - 2008
Tech Products and Tech Aerofoam Products International, Inc. 1991 - 2001
RJ Reynolds 1980 - 1990
Honeywell Information Systems 1979 - 1980
Garcia Commercial, Inc. 1974 - 1979
Peat Marwick 1971 - 1974
Skills
Microsoft Word, Microsoft Excel, Mas 90, SAP, Infor, IBM, PC, Microsoft Office, Peachtree
Education
Universidad del Turabo 1994 — 1997
Master of Business Administration (M.B.A.), Marketing
Universidad de Puerto Rico 1967 — 1971
Bachelor's degree, Business Administration, Accounting
Consolidated Waste Services, Corp 2010 - Present
MAARA Corp. 2009 - 2010
Transporte Sonnell 2008 - 2009
Suiza Dairy Corporation, Inc. 2001 - 2008
Tech Products and Tech Aerofoam Products International, Inc. 1991 - 2001
RJ Reynolds 1980 - 1990
Honeywell Information Systems 1979 - 1980
Garcia Commercial, Inc. 1974 - 1979
Peat Marwick 1971 - 1974
Skills
Microsoft Word, Microsoft Excel, Mas 90, SAP, Infor, IBM, PC, Microsoft Office, Peachtree
Education
Universidad del Turabo 1994 — 1997
Master of Business Administration (M.B.A.), Marketing
Universidad de Puerto Rico 1967 — 1971
Bachelor's degree, Business Administration, Accounting
Thomas C. Peloquin Thomas C. Peloquin's Peat Marwick Experience July 1982 - December 1984
Job Strategic Finance Leader | Financial Management | Analytical and Operational Expertise
Industry Financial Services
Experience
Hartford Financial Services Group July 1995 - December 2013
The Hartford December 1984 - July 1995
Peat Marwick July 1982 - December 1984
Skills
Financial Analysis, Strategy, Finance, Process Improvement, Risk Management, Corporate Finance, Offshoring, Financial Services, Business Analysis, Insurance, Analysis, Leadership, Business Process..., Financial Modeling, Management, Managerial Finance, Financial Reporting, Accounting
Education
University of Connecticut
Hartford Financial Services Group July 1995 - December 2013
The Hartford December 1984 - July 1995
Peat Marwick July 1982 - December 1984
Skills
Financial Analysis, Strategy, Finance, Process Improvement, Risk Management, Corporate Finance, Offshoring, Financial Services, Business Analysis, Insurance, Analysis, Leadership, Business Process..., Financial Modeling, Management, Managerial Finance, Financial Reporting, Accounting
Education
University of Connecticut
Michelle Gobert Michelle Gobert's Peat Marwick Experience September 1989 - March 1990
Job AwardWinning Entrepreneur | Innovator of Contempoary Display Concepts | Design • Service • Solutions
Industry Media Production
Experience
Clear Channel Outdoor August 2012 - Present
Signs Now NOLA March 1990 - Present
Peat Marwick September 1989 - March 1990
IBM January 1988 - May 1989
Skills
Advertising, Strategic Planning, Event Planning, Marketing, Marketing Strategy, Non-profits, Signs, Marketing Communications, Customer Service, Transit Advertising, Management Consulting, Trade Show Signage, Digital Signage, Signage, Fleet Graphics, Vehicle Wrap Design, New Business Development, Banners, Management, Event Management, Digital Printing, Sales, Trade Shows, Account Management, Budgets, Leadership, Entrepreneurship, Proposal Writing, Accounting, Social Media Marketing, Wide Format Printing, Time Management, Social Networking, Small Business, Nonprofits
Education
Goldman Sachs 10,000 Small Business 2013 — 2014
Tuck School of Business at Dartmouth
Executive Education Program
Xavier University of Louisiana 1985 — 1989
BS, Accounting
St. Mary's Dominican HS 1982 — 1985
Clear Channel Outdoor August 2012 - Present
Signs Now NOLA March 1990 - Present
Peat Marwick September 1989 - March 1990
IBM January 1988 - May 1989
Skills
Advertising, Strategic Planning, Event Planning, Marketing, Marketing Strategy, Non-profits, Signs, Marketing Communications, Customer Service, Transit Advertising, Management Consulting, Trade Show Signage, Digital Signage, Signage, Fleet Graphics, Vehicle Wrap Design, New Business Development, Banners, Management, Event Management, Digital Printing, Sales, Trade Shows, Account Management, Budgets, Leadership, Entrepreneurship, Proposal Writing, Accounting, Social Media Marketing, Wide Format Printing, Time Management, Social Networking, Small Business, Nonprofits
Education
Goldman Sachs 10,000 Small Business 2013 — 2014
Tuck School of Business at Dartmouth
Executive Education Program
Xavier University of Louisiana 1985 — 1989
BS, Accounting
St. Mary's Dominican HS 1982 — 1985
Elizabeth (Buffy) Ellis Elizabeth (Buffy) Ellis's Peat Marwick Experience 1981 - 1982
Job Senior Transportation Planner at KFH Group, Inc.
Industry Transportation/Trucking/Railroad
Experience
KFH Group, Inc. 1999 - Present
Laidlaw Transit Services 1997 - 1999
DAVE Transportation Services 1982 - 1997
Peat Marwick 1981 - 1982
DAVE Systems 1979 - 1981
Skills
Transportation Planning, Rail, Public Transport, Transit Operations, Transportation, Policy, Urban Planning, Transportation..., Land Use, Light Rail, Road Traffic, Public Transport..., General Public, Transit-oriented..., Road Safety, VISSIM, Land Use Planning, Urban, Project Planning, Program Management, Strategic Planning, Government
Education
University of North Carolina at Chapel Hill 1976 — 1978
MRP, City and Regional Planning
Boston University 1972 — 1974
B.A., Magna Cum Laude
University of Wisconsin, Madison 1969 — 1971
KFH Group, Inc. 1999 - Present
Laidlaw Transit Services 1997 - 1999
DAVE Transportation Services 1982 - 1997
Peat Marwick 1981 - 1982
DAVE Systems 1979 - 1981
Skills
Transportation Planning, Rail, Public Transport, Transit Operations, Transportation, Policy, Urban Planning, Transportation..., Land Use, Light Rail, Road Traffic, Public Transport..., General Public, Transit-oriented..., Road Safety, VISSIM, Land Use Planning, Urban, Project Planning, Program Management, Strategic Planning, Government
Education
University of North Carolina at Chapel Hill 1976 — 1978
MRP, City and Regional Planning
Boston University 1972 — 1974
B.A., Magna Cum Laude
University of Wisconsin, Madison 1969 — 1971
Philippe Toupin's Peat Marwick Experience 1989 - 1992
Job VP, Group Small Business at Manulife
Industry Human Resources
Experience
Manulife April 2015 - Present
Standard Life April 2013 - April 2015
Mercer April 2000 - April 2013
Towers Perrin 1998 - 2000
Morneau Sobeco 1992 - 1998
Peat Marwick 1989 - 1992
Skills
Pension consulting, Plan Design, Pensions, Retirement Plan..., Defined Benefit, Actuarial Science, Business Planning, Employee Benefits, Pension Funds, Defined Contribution, Pension Administration, Deferred Compensation, Actuarial Consulting, Retirement, Management, Risk Management, Benefits Administration, Consulting, Executive Pay, Leadership Development, Life Insurance
Education
Université Laval 1986 — 1989
Bachelor, Actuarial science
Institut Canadien des Actuaires
FCIA
Society of Actuary
FSA
Manulife April 2015 - Present
Standard Life April 2013 - April 2015
Mercer April 2000 - April 2013
Towers Perrin 1998 - 2000
Morneau Sobeco 1992 - 1998
Peat Marwick 1989 - 1992
Skills
Pension consulting, Plan Design, Pensions, Retirement Plan..., Defined Benefit, Actuarial Science, Business Planning, Employee Benefits, Pension Funds, Defined Contribution, Pension Administration, Deferred Compensation, Actuarial Consulting, Retirement, Management, Risk Management, Benefits Administration, Consulting, Executive Pay, Leadership Development, Life Insurance
Education
Université Laval 1986 — 1989
Bachelor, Actuarial science
Institut Canadien des Actuaires
FCIA
Society of Actuary
FSA
Sandra Ritter Sandra Ritter's Peat Marwick Experience 1988 - 1991
Job Controller at Buffalo Wings & Rings
Industry Real Estate
Experience
Buffalo Wings & Rings July 2013 - Present
Associa Community Management Solutions 2011 - Present
Delta AirElite Business Jets 2002 - 2006
Comair Holdings, Inc 1999 - 2002
Biggs Hypermarkets, Inc 1991 - 1995
Peat Marwick 1988 - 1991
Touche Ross 1986 - 1988
Skills
Accounts Payable, Accounting, Auditing, Accounts Receivable, Budgets, Customer Service, Finance, Financial Reporting, Fixed Assets, GAAP, Mergers, Payroll, Budgeting, Financial Accounting, Financial Analysis, Internal Controls
Education
University of Dayton 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Buffalo Wings & Rings July 2013 - Present
Associa Community Management Solutions 2011 - Present
Delta AirElite Business Jets 2002 - 2006
Comair Holdings, Inc 1999 - 2002
Biggs Hypermarkets, Inc 1991 - 1995
Peat Marwick 1988 - 1991
Touche Ross 1986 - 1988
Skills
Accounts Payable, Accounting, Auditing, Accounts Receivable, Budgets, Customer Service, Finance, Financial Reporting, Fixed Assets, GAAP, Mergers, Payroll, Budgeting, Financial Accounting, Financial Analysis, Internal Controls
Education
University of Dayton 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Steve Karczmer, CPA and CISA Steve Karczmer, CPA and CISA's Peat Marwick Experience July 1985 - July 1990
Job Director Corporate and IT Security at Safe Banking Systems
Industry Information Technology and Services
Experience
Safe Banking Systems May 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. June 2014 - May 2015
BNP Paribas October 2012 - June 2014
Nomura Holding America June 2001 - July 2012
Deutsche Bank July 1998 - May 2001
NatWest Markets June 1996 - July 1998
Salomon Brothers May 1993 - June 1996
Peat Marwick July 1985 - July 1990
Touche Ross 1983 - 1985
Skills
IT Audit, COBIT, Governance, Pre-implementation..., BCM, Sarbanes-Oxley, Operational Risk, Investment Banking, Fixed Income, Derivatives, Equities, IT Risk Management, SAS70, GRC, Paisley GRC, Project Management, Methodology, Internal Audit, Internal Controls, Trading Systems, Risk Management, Market Data, Securities, Auditing, Risk Assessment, Business Process
Education
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Computer Science
Safe Banking Systems May 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. June 2014 - May 2015
BNP Paribas October 2012 - June 2014
Nomura Holding America June 2001 - July 2012
Deutsche Bank July 1998 - May 2001
NatWest Markets June 1996 - July 1998
Salomon Brothers May 1993 - June 1996
Peat Marwick July 1985 - July 1990
Touche Ross 1983 - 1985
Skills
IT Audit, COBIT, Governance, Pre-implementation..., BCM, Sarbanes-Oxley, Operational Risk, Investment Banking, Fixed Income, Derivatives, Equities, IT Risk Management, SAS70, GRC, Paisley GRC, Project Management, Methodology, Internal Audit, Internal Controls, Trading Systems, Risk Management, Market Data, Securities, Auditing, Risk Assessment, Business Process
Education
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Computer Science
Shawn OConnor Shawn OConnor's Peat Marwick Experience 1981 - 1987
Job CEO @ Entelos
Industry Pharmaceuticals
Experience
Entelos 2011 - Present
O'Connor&Associates 2009 - 2011
Pharsight Corporation 2002 - 2009
QRS February 1994 - September 2000
Diasonics, Inc 1987 - 1994
Peat Marwick 1981 - 1987
Skills
Start-ups, Life Sciences, Pharmaceutical Industry, Business Development, Biotechnology, Venture Capital, Lifesciences, Clinical Development, Strategy, Strategic Planning, Business Strategy, Mergers & Acquisitions, Biopharmaceuticals, Cross-functional Team..., R&D, Mergers, Clinical Trials, Management, Sarbanes-Oxley Act, Product Management
Education
University of California, Berkeley, Haas School of Business 1977 — 1981
BS, Accounting & Finance
Bellarmine College Preparatory 1973 — 1977
Entelos 2011 - Present
O'Connor&Associates 2009 - 2011
Pharsight Corporation 2002 - 2009
QRS February 1994 - September 2000
Diasonics, Inc 1987 - 1994
Peat Marwick 1981 - 1987
Skills
Start-ups, Life Sciences, Pharmaceutical Industry, Business Development, Biotechnology, Venture Capital, Lifesciences, Clinical Development, Strategy, Strategic Planning, Business Strategy, Mergers & Acquisitions, Biopharmaceuticals, Cross-functional Team..., R&D, Mergers, Clinical Trials, Management, Sarbanes-Oxley Act, Product Management
Education
University of California, Berkeley, Haas School of Business 1977 — 1981
BS, Accounting & Finance
Bellarmine College Preparatory 1973 — 1977
Cameron King Cameron King's Peat Marwick Experience 1982 - 1987
Job Managing Director Marine Software Consulting
Industry Computer Software
Experience
Marine Software Consulting 2013 - Present
Plaza Home Mortgage, Inc. 2014 - 2015
Prospect Mortgage LLC 2007 - 2013
Ownit Mortgage Solutions June 2003 - December 2006
Indymac Bank 2000 - 2003
Countrywide 1987 - 2000
Countrywide 1987 - 1999
Peat Marwick 1982 - 1987
Skills
Residential Mortgages, Management, Mortgage Lending, Mortgage Banking, Loan Origination, Vendor Management, Loans, Executive Management, Strategy, SDLC, IT Management, Loan Servicing, Program Management, CRM, ITIL, Finance, Investment Properties, Underwriting, Financial Services, Credit, Real Estate, Banking, Strategic Planning
Education
University of Southern California 1974 — 1978
Bachelor's Degree, Electrical and Electronics Engineering
Marine Software Consulting 2013 - Present
Plaza Home Mortgage, Inc. 2014 - 2015
Prospect Mortgage LLC 2007 - 2013
Ownit Mortgage Solutions June 2003 - December 2006
Indymac Bank 2000 - 2003
Countrywide 1987 - 2000
Countrywide 1987 - 1999
Peat Marwick 1982 - 1987
Skills
Residential Mortgages, Management, Mortgage Lending, Mortgage Banking, Loan Origination, Vendor Management, Loans, Executive Management, Strategy, SDLC, IT Management, Loan Servicing, Program Management, CRM, ITIL, Finance, Investment Properties, Underwriting, Financial Services, Credit, Real Estate, Banking, Strategic Planning
Education
University of Southern California 1974 — 1978
Bachelor's Degree, Electrical and Electronics Engineering
Philippe Brian Philippe Brian's Peat Marwick Experience 1972 - 1975
Job Managing Partner, Philippe J. Brian, P.A.
Industry Accounting
Experience
Philippe J. Brian, P.A. 1996 - Present
ZEP, Inc. October 1992 - December 1995
Graham Group 1976 - September 1992
Peat Marwick 1972 - 1975
Direction Generale des Impots 1968 - 1972
Skills
Tax Preparation, Corporate Tax, Income Tax, Microsoft Office, Tax, Mergers, French, Tax Returns, Accounting, Finance, Mergers & Acquisitions, CPA, International Tax
Education
Ecole Nationale des Impots 1965 — 1967
Inspecteur, Tax Law/Taxation
Université de Poitiers 1963 — 1967
Master's degree, International Law and Legal Studies
Philippe J. Brian, P.A. 1996 - Present
ZEP, Inc. October 1992 - December 1995
Graham Group 1976 - September 1992
Peat Marwick 1972 - 1975
Direction Generale des Impots 1968 - 1972
Skills
Tax Preparation, Corporate Tax, Income Tax, Microsoft Office, Tax, Mergers, French, Tax Returns, Accounting, Finance, Mergers & Acquisitions, CPA, International Tax
Education
Ecole Nationale des Impots 1965 — 1967
Inspecteur, Tax Law/Taxation
Université de Poitiers 1963 — 1967
Master's degree, International Law and Legal Studies
Mary Jo Ketner Mary Jo Ketner's Peat Marwick Experience 1978 - 1981
Job Certified Public Accountant at Petkwitz & Ketner, Inc.
Industry Accounting
Experience
Petkwitz & Ketner, Inc. November 2011 - Present
Tebay & Associates, LLC March 2009 - January 2012
Mary Jo Ketner, CPA January 1989 - December 2011
Norton & Stott, CPAs January 1995 - June 2008
Radel and Company November 1984 - August 1988
Lublin Sussman Rosenberg & Damraurer 1982 - 1984
Peat Marwick 1978 - 1981
Skills
CPA, Corporate Tax, Tax Preparation, GAAP, Income Tax, Accounting, Tax, Financial Reporting, QuickBooks, Financial Accounting, Sales Tax, Tax Returns, Partnership Taxation, Financial Statements, Tax Research
Education
The Ohio State University
BS, Accounting
Petkwitz & Ketner, Inc. November 2011 - Present
Tebay & Associates, LLC March 2009 - January 2012
Mary Jo Ketner, CPA January 1989 - December 2011
Norton & Stott, CPAs January 1995 - June 2008
Radel and Company November 1984 - August 1988
Lublin Sussman Rosenberg & Damraurer 1982 - 1984
Peat Marwick 1978 - 1981
Skills
CPA, Corporate Tax, Tax Preparation, GAAP, Income Tax, Accounting, Tax, Financial Reporting, QuickBooks, Financial Accounting, Sales Tax, Tax Returns, Partnership Taxation, Financial Statements, Tax Research
Education
The Ohio State University
BS, Accounting
Ron Hayes Ron Hayes's Peat Marwick Experience January 1983 - June 1984
Job Sr. VP CFO Smith Sport Optics, Inc.
Industry Consumer Goods
Experience
Smith Sport Optics October 1993 - Present
SSI Foods, Inc. May 1986 - September 1993
Deloitte May 1983 - May 1986
Peat Marwick January 1983 - June 1984
Skills
Certified Public..., Project Planning, CPA, Cash Management, Budgets, Financial Analysis, Internal Controls, Auditing, Internal Audit, US GAAP, Forecasting, Financial Reporting, Finance, Mergers & Acquisitions, Contract Negotiation, Strategic Planning, Executive Management, General Ledger, Training, Strategy, GAAP, Mergers, Negotiation, Analysis, Cash Flow, Cost Accounting, Accounting, Financial Accounting, Financial Statements, Management, Manufacturing, Leadership, Due Diligence
Education
University of Idaho 1979 — 1983
Bachelor of Science (Cum Laude), Accounting
Smith Sport Optics October 1993 - Present
SSI Foods, Inc. May 1986 - September 1993
Deloitte May 1983 - May 1986
Peat Marwick January 1983 - June 1984
Skills
Certified Public..., Project Planning, CPA, Cash Management, Budgets, Financial Analysis, Internal Controls, Auditing, Internal Audit, US GAAP, Forecasting, Financial Reporting, Finance, Mergers & Acquisitions, Contract Negotiation, Strategic Planning, Executive Management, General Ledger, Training, Strategy, GAAP, Mergers, Negotiation, Analysis, Cash Flow, Cost Accounting, Accounting, Financial Accounting, Financial Statements, Management, Manufacturing, Leadership, Due Diligence
Education
University of Idaho 1979 — 1983
Bachelor of Science (Cum Laude), Accounting
Fred Sonderegger's Peat Marwick Experience December 1978 - October 1980
Job Senior IT Manager Business Solutions Business Intgelligence at The Mosaic Company
Industry Mining & Metals
Experience
The Mosaic Company January 2011 - July 2013
Land O'Lakes September 2000 - January 2011
Olin Corporation 1986 - 2000
Consolidated Aluminum October 1980 - September 1986
Peat Marwick December 1978 - October 1980
Schnuck Markets, Inc. September 1976 - December 1978
Skills
CPA, Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Auditing, Internal Controls, Cost Accounting, Internal Audit, General Ledger, Business Intelligence, Data Warehousing, Microstrategy, OBIEE, Business Objects, ABAP, SAP, Informatica, Bakery, SQL, Business Process, Sarbanes-Oxley Act, ERP, SAP R/3, Essbase, Analysis, JD Edwards, Business Analysis
Education
University of Missouri - St. Louis 1974 — 1978
Bachelor's, Accounting and Finance
The Mosaic Company January 2011 - July 2013
Land O'Lakes September 2000 - January 2011
Olin Corporation 1986 - 2000
Consolidated Aluminum October 1980 - September 1986
Peat Marwick December 1978 - October 1980
Schnuck Markets, Inc. September 1976 - December 1978
Skills
CPA, Financial Reporting, Financial Analysis, Financial Accounting, Accounting, Auditing, Internal Controls, Cost Accounting, Internal Audit, General Ledger, Business Intelligence, Data Warehousing, Microstrategy, OBIEE, Business Objects, ABAP, SAP, Informatica, Bakery, SQL, Business Process, Sarbanes-Oxley Act, ERP, SAP R/3, Essbase, Analysis, JD Edwards, Business Analysis
Education
University of Missouri - St. Louis 1974 — 1978
Bachelor's, Accounting and Finance
Elizabeth Zapf's Peat Marwick Experience September 1986 - August 1988
Job Business Manager
Industry Financial Services
Experience
St Anthony Parish & School July 2014 - Present
Manufacturing Technology, INC February 2013 - April 2014
Manufacturing Technology, Inc. August 2012 - January 2013
Flow Creative, Inc. (Chicago) 2003 - 2009
University of Notre Dame March 2005 - March 2006
The Montessori Academy at Edison Lakes August 2003 - May 2004
Andersen Worldwide 1992 - 2002
Schal March 1990 - March 1992
Bear Stearns September 1988 - August 1989
Peat Marwick September 1986 - August 1988
Skills
CPA Illinois 1990, Human Resources, Training, Management, Strategic Planning, Microsoft Office, Microsoft Word, Public Speaking, Research, Customer Service, Nonprofits, Project Management, Policy, Fundraising, PowerPoint, Outlook, Leadership Development, Leadership, QuickBooks, Data Entry, Microsoft Excel
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
St Anthony Parish & School July 2014 - Present
Manufacturing Technology, INC February 2013 - April 2014
Manufacturing Technology, Inc. August 2012 - January 2013
Flow Creative, Inc. (Chicago) 2003 - 2009
University of Notre Dame March 2005 - March 2006
The Montessori Academy at Edison Lakes August 2003 - May 2004
Andersen Worldwide 1992 - 2002
Schal March 1990 - March 1992
Bear Stearns September 1988 - August 1989
Peat Marwick September 1986 - August 1988
Skills
CPA Illinois 1990, Human Resources, Training, Management, Strategic Planning, Microsoft Office, Microsoft Word, Public Speaking, Research, Customer Service, Nonprofits, Project Management, Policy, Fundraising, PowerPoint, Outlook, Leadership Development, Leadership, QuickBooks, Data Entry, Microsoft Excel
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Peter Ling Peter Ling's Peat Marwick Experience August 1977 - August 1981
Job CEO Systems Integration Solutions, Inc.
Industry Computer & Network Security
Experience
Systems Integration Solutions inc. 2008 - Present
Commerce Solutions Inc. June 1997 - Present
Morling & Co January 1981 - Present
Peat Marwick August 1977 - August 1981
Skills
Technical Recruiting, Professional Services, Applicant Tracking..., Talent Acquisition, SaaS, Business Development, Change Management, Consulting, Contract Recruitment, Executive Management, Information Technology, Management, Staff Augmentation, Start-ups, Staffing Services, Strategy, Account Management, Vendor Management, Program Management, Internet Recruiting, Executive Search, Outsourcing
Education
University of California, Berkeley 1973 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Systems Integration Solutions inc. 2008 - Present
Commerce Solutions Inc. June 1997 - Present
Morling & Co January 1981 - Present
Peat Marwick August 1977 - August 1981
Skills
Technical Recruiting, Professional Services, Applicant Tracking..., Talent Acquisition, SaaS, Business Development, Change Management, Consulting, Contract Recruitment, Executive Management, Information Technology, Management, Staff Augmentation, Start-ups, Staffing Services, Strategy, Account Management, Vendor Management, Program Management, Internet Recruiting, Executive Search, Outsourcing
Education
University of California, Berkeley 1973 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Margaret (Peggy) Hirsch Margaret (Peggy) Hirsch's Peat Marwick Experience 1985 - 1988
Job Treasurer at Village of Lake Barrington
Industry Civic & Social Organization
Experience
Village of Lake Barrington August 2013 - Present
TEAMDAD, LLC 2012 - Present
RH Missner & Company 1988 - 1991
Peat Marwick 1985 - 1988
Peat Marwick 1982 - 1985
Education
University of Chicago Graduate School of Business 1997 — 2000
MBA, Finance
University of Notre Dame 1978 — 1992
Bachelors Degree, Accounting
Barrington High School 1974 — 1978
Village of Lake Barrington August 2013 - Present
TEAMDAD, LLC 2012 - Present
RH Missner & Company 1988 - 1991
Peat Marwick 1985 - 1988
Peat Marwick 1982 - 1985
Education
University of Chicago Graduate School of Business 1997 — 2000
MBA, Finance
University of Notre Dame 1978 — 1992
Bachelors Degree, Accounting
Barrington High School 1974 — 1978
Greg Homesley MBA, CPA, CFP® Greg Homesley MBA, CPA, CFP®'s Peat Marwick Experience 1984 - 1986
Job President at Greg Homesley, MBA, CPA, CFP® / Homesley Wealth Management
Industry Accounting
Experience
Greg Homesley, MBA, CPA, CFP® / Homesley Wealth Management 2003 - Present
Cox Communications 2000 - 2003
Cox Communications 1999 - 2000
Cox Communications 1989 - 1999
Wilkerson Storage Co. 1986 - 1989
Peat Marwick 1984 - 1986
Skills
Taxes, Accounting, Financial Services, Budgeting, Quickbooks, Financial Planning, Financial Reporting, Tax, Strategic Financial..., Financial Advisory, Wealth Management, Securities, Finance, Investments
Education
Wayland Baptist University 1992 — 1996
MBA, Management
Texas Tech University 1979 — 1983
BBA, Accounting
Greg Homesley, MBA, CPA, CFP® / Homesley Wealth Management 2003 - Present
Cox Communications 2000 - 2003
Cox Communications 1999 - 2000
Cox Communications 1989 - 1999
Wilkerson Storage Co. 1986 - 1989
Peat Marwick 1984 - 1986
Skills
Taxes, Accounting, Financial Services, Budgeting, Quickbooks, Financial Planning, Financial Reporting, Tax, Strategic Financial..., Financial Advisory, Wealth Management, Securities, Finance, Investments
Education
Wayland Baptist University 1992 — 1996
MBA, Management
Texas Tech University 1979 — 1983
BBA, Accounting
Kelly Cappy Kelly Cappy's Peat Marwick Experience September 1986 - May 1987
Job CPA at Kelly M Cappy, CPA, PSC
Industry Accounting
Experience
Kelly M. Cappy, CPA, PSC July 2014 - Present
Dennis L. O'Brien, PSC February 1988 - June 2014
Price Waterhouse June 1987 - January 1988
Peat Marwick September 1986 - May 1987
Syracuse University June 1986 - August 1986
Skills
Tax Preparation, CPA, Accounting, Tax
Education
Syracuse University 1985 — 1987
BS, Accounting
University of Louisville 1984 — 1985
Accounting
Kelly M. Cappy, CPA, PSC July 2014 - Present
Dennis L. O'Brien, PSC February 1988 - June 2014
Price Waterhouse June 1987 - January 1988
Peat Marwick September 1986 - May 1987
Syracuse University June 1986 - August 1986
Skills
Tax Preparation, CPA, Accounting, Tax
Education
Syracuse University 1985 — 1987
BS, Accounting
University of Louisville 1984 — 1985
Accounting
Benjamin Harland Benjamin Harland's Peat Marwick Experience September 1986 - December 1989
Job Director at Morgan Stanley Wealth Management
Industry Investment Banking
Experience
Morgan Stanley Wealth Management May 2012 - Present
Societe Generale US April 2011 - December 2011
Deutsche Bank July 2008 - March 2011
Deutsche Bank February 2006 - July 2008
Deutsche Bank March 1998 - February 2006
NatWest Markets February 1997 - March 1998
NatWest Markets November 1992 - February 1997
Cosmo Securities (Europe) Limited January 1990 - November 1992
Peat Marwick September 1986 - December 1989
Skills
Product Control
Education
University of Leeds 1982 — 1986
B Sc, Mathematics
Morgan Stanley Wealth Management May 2012 - Present
Societe Generale US April 2011 - December 2011
Deutsche Bank July 2008 - March 2011
Deutsche Bank February 2006 - July 2008
Deutsche Bank March 1998 - February 2006
NatWest Markets February 1997 - March 1998
NatWest Markets November 1992 - February 1997
Cosmo Securities (Europe) Limited January 1990 - November 1992
Peat Marwick September 1986 - December 1989
Skills
Product Control
Education
University of Leeds 1982 — 1986
B Sc, Mathematics
James Brady Vorhies's Peat Marwick Experience 1985 - 1986
Job Manager Controls & Compliance
Industry Pharmaceuticals
Experience
Novartis Services Inc. April 2012 - Present
Energy Future Holdings September 2004 - December 2011
Energy Future Holdings October 2000 - September 2004
Energy Future Holdings September 1998 - October 2000
Energy Future Holdings January 1998 - September 1998
Energy Future Holdings February 1996 - January 1998
Energy Future Holdings June 1994 - February 1996
GTE 1994 - 1994
Burlington Resources 1987 - 1993
Peat Marwick 1985 - 1986
Skills
Sarbanes-Oxley Act, Internal Controls
Education
University of North Texas
MS, Accounting
University of North Texas
MBA, Finance
The University of Texas at Austin
BA, Economics
Novartis Services Inc. April 2012 - Present
Energy Future Holdings September 2004 - December 2011
Energy Future Holdings October 2000 - September 2004
Energy Future Holdings September 1998 - October 2000
Energy Future Holdings January 1998 - September 1998
Energy Future Holdings February 1996 - January 1998
Energy Future Holdings June 1994 - February 1996
GTE 1994 - 1994
Burlington Resources 1987 - 1993
Peat Marwick 1985 - 1986
Skills
Sarbanes-Oxley Act, Internal Controls
Education
University of North Texas
MS, Accounting
University of North Texas
MBA, Finance
The University of Texas at Austin
BA, Economics
Liz Gregory Liz Gregory's Peat Marwick Experience September 1981 - November 1982
Job Owner, Gregory & Associates, LLC
Industry Accounting
Experience
Gregory & Associates, LLC February 1987 - Present
Faw Casson & Co., LLP November 1982 - September 1986
Peat Marwick September 1981 - November 1982
Skills
Business Valuation, Litigation Support, Expert Witness, GAAP, Income Tax, Valuation, Tax Accounting, Forensic Accounting, Financial Statements, Auditing, Corporate Tax, Small Business, CPA, Estate Tax Planning, Accounting, Tax, Accountants, Tax Returns, Tax Preparation, Due Diligence, QuickBooks, Estate Planning, Bookkeeping, Mergers & Acquisitions, Financial Planners, Tax Research
Education
University of Maryland College Park 1977 — 1981
B.S., Accounting
Gregory & Associates, LLC February 1987 - Present
Faw Casson & Co., LLP November 1982 - September 1986
Peat Marwick September 1981 - November 1982
Skills
Business Valuation, Litigation Support, Expert Witness, GAAP, Income Tax, Valuation, Tax Accounting, Forensic Accounting, Financial Statements, Auditing, Corporate Tax, Small Business, CPA, Estate Tax Planning, Accounting, Tax, Accountants, Tax Returns, Tax Preparation, Due Diligence, QuickBooks, Estate Planning, Bookkeeping, Mergers & Acquisitions, Financial Planners, Tax Research
Education
University of Maryland College Park 1977 — 1981
B.S., Accounting
Margaret Brennan Margaret Brennan's Peat Marwick Experience December 1976 - 1979
Job CPA, Entrepreneurial Accounting and Estate Planning
Industry Accounting
Experience
Brenann & Brosnan, L.L.C. January 1991 - Present
Morton Norwich 1979 - 1981
Peat Marwick December 1976 - 1979
Skills
Estate Planning, Accounting, Tax, Tax Preparation, Financial Planners, CPA, Small Business, Financial Reporting, Cash Management, Strategic Financial..., Financial Analysis, Bookkeeping, Income Tax, Managerial Finance, Financial Advisory, Retirement Planning, Non-profits, QuickBooks, Corporate Finance, Trusts, Finance
Education
University of Illinois at Urbana-Champaign 1974 — 1975
MAS, Accounting
University of Notre Dame 1970 — 1974
Bachelor of Arts, Economics
Brenann & Brosnan, L.L.C. January 1991 - Present
Morton Norwich 1979 - 1981
Peat Marwick December 1976 - 1979
Skills
Estate Planning, Accounting, Tax, Tax Preparation, Financial Planners, CPA, Small Business, Financial Reporting, Cash Management, Strategic Financial..., Financial Analysis, Bookkeeping, Income Tax, Managerial Finance, Financial Advisory, Retirement Planning, Non-profits, QuickBooks, Corporate Finance, Trusts, Finance
Education
University of Illinois at Urbana-Champaign 1974 — 1975
MAS, Accounting
University of Notre Dame 1970 — 1974
Bachelor of Arts, Economics
Carolyn Stall Carolyn Stall's Peat Marwick Experience 1980 - 1983
Job President at Stall Advisors LLC
Industry Accounting
Experience
Stall Advisors LLC April 2010 - Present
UHY Advisors NE LLC July 2006 - April 2010
UHY Advisors LLP July 2006 - April 2010
Brown & Brown LLP 1987 - 2006
Price Waterhouse 1984 - 1987
Peat Marwick 1980 - 1983
Skills
Tax, Financial Planning, High Net Worth..., Wealth, Due Diligence, Mergers, Estate Tax Planning, CPA, Personal Financial..., Strategic Financial..., Income Tax, Finance, Tax Accounting, Corporate Tax, Tax Returns, Tax Preparation, Financial Planners, GAAP, Tax Research, Business Valuation, Partnership Taxation, SEC filings, Estate Planning
Education
The University of Texas at Austin 1976 — 1980
BBA, Accounting
Stall Advisors LLC April 2010 - Present
UHY Advisors NE LLC July 2006 - April 2010
UHY Advisors LLP July 2006 - April 2010
Brown & Brown LLP 1987 - 2006
Price Waterhouse 1984 - 1987
Peat Marwick 1980 - 1983
Skills
Tax, Financial Planning, High Net Worth..., Wealth, Due Diligence, Mergers, Estate Tax Planning, CPA, Personal Financial..., Strategic Financial..., Income Tax, Finance, Tax Accounting, Corporate Tax, Tax Returns, Tax Preparation, Financial Planners, GAAP, Tax Research, Business Valuation, Partnership Taxation, SEC filings, Estate Planning
Education
The University of Texas at Austin 1976 — 1980
BBA, Accounting
Jim Hardee Jim Hardee's Peat Marwick Experience January 1984 - December 1987
Job Partner at Hardee Hunt & Williams
Industry Real Estate
Experience
Hardee Hunt & Williams January 1990 - Present
Peat Marwick January 1984 - December 1987
Skills
Microsoft Office, Management, Microsoft Word, Research, Sales, Leadership, Training, CRS-Certified..., Windows, Customer Service, Teaching, Real Estate, Sales Management, Financial Analysis, PowerPoint, Microsoft Excel, Team Building, English, Outlook, Tax, Budgets
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Hardee Hunt & Williams January 1990 - Present
Peat Marwick January 1984 - December 1987
Skills
Microsoft Office, Management, Microsoft Word, Research, Sales, Leadership, Training, CRS-Certified..., Windows, Customer Service, Teaching, Real Estate, Sales Management, Financial Analysis, PowerPoint, Microsoft Excel, Team Building, English, Outlook, Tax, Budgets
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Lori Bond Howe Lori Bond Howe's Peat Marwick Experience 1985 - 1986
Job Executive/Administrative/Personal Assistant
Industry Executive Office
Experience
State Farm Ins Co June 2001 - Present
Alan J. Hirschfield August 1988 - October 2000
Data Broadcasting Corporation 1992 - 2000
Southmark 1987 - 1988
Wyndham International 1986 - 1986
Peat Marwick 1985 - 1986
UTMB 1984 - 1985
Skills
Office Management, Administrative..., Fax, Calendars, Receptionist Duties, Office Equipment, Calendaring, File Management, Clerical Skills, Travel Arrangements, Insurance, Outlook, Data Entry, Confidentiality, Switchboard Operator, Appointment Scheduling, Executive Support, Health Insurance, Clerical Work, Administrative..., Spreadsheets, Office Administration, Medical Transcription, Filing, Multi-line Phone, 10 Key, Phone Etiquette, Expense Reports, Telephone Skills, Copying, Internet Explorer, Accounts Receivable, Executive..., Wordperfect, Microsoft Excel, SharePoint, Microsoft Office, Microsoft Word, Customer Service, PowerPoint
Education
Tulsa Community College 1975 — 1977
Associate of Arts (AA), Medical Secretary
Will Rogers 1973 — 1975
State Farm Ins Co June 2001 - Present
Alan J. Hirschfield August 1988 - October 2000
Data Broadcasting Corporation 1992 - 2000
Southmark 1987 - 1988
Wyndham International 1986 - 1986
Peat Marwick 1985 - 1986
UTMB 1984 - 1985
Skills
Office Management, Administrative..., Fax, Calendars, Receptionist Duties, Office Equipment, Calendaring, File Management, Clerical Skills, Travel Arrangements, Insurance, Outlook, Data Entry, Confidentiality, Switchboard Operator, Appointment Scheduling, Executive Support, Health Insurance, Clerical Work, Administrative..., Spreadsheets, Office Administration, Medical Transcription, Filing, Multi-line Phone, 10 Key, Phone Etiquette, Expense Reports, Telephone Skills, Copying, Internet Explorer, Accounts Receivable, Executive..., Wordperfect, Microsoft Excel, SharePoint, Microsoft Office, Microsoft Word, Customer Service, PowerPoint
Education
Tulsa Community College 1975 — 1977
Associate of Arts (AA), Medical Secretary
Will Rogers 1973 — 1975
Philip Zellner Philip Zellner's Peat Marwick Experience 1980 - 1982
Job Helping organizations effectively leverage technology to achieve their performance objectives.
Industry Information Technology and Services
Experience
SRA International, Inc. January 1996 - Present
Resolution Trust Corporation 1992 - 1996
Zellner & Assocates 1990 - 1992
Synergy, Inc. 1982 - 1990
Peat Marwick 1980 - 1982
Skills
PMO, Management Consulting, IT Transformation, BPMN, Windows Server, Business Strategy, IT Management, Systems Management, Process Management, Architecture, System Administration, Business Transformation, IT Strategy, Penetration Testing, Enterprise Architecture, Private Cloud, Program Management, Change Management, Requirements Analysis, ITIL
Education
The University of Chicago - Booth School of Business 1978 — 1980
Master of Business Administration (MBA), Business Statistics
Tulane University 1974 — 1978
Bachelor of Arts (BA), Economics
SRA International, Inc. January 1996 - Present
Resolution Trust Corporation 1992 - 1996
Zellner & Assocates 1990 - 1992
Synergy, Inc. 1982 - 1990
Peat Marwick 1980 - 1982
Skills
PMO, Management Consulting, IT Transformation, BPMN, Windows Server, Business Strategy, IT Management, Systems Management, Process Management, Architecture, System Administration, Business Transformation, IT Strategy, Penetration Testing, Enterprise Architecture, Private Cloud, Program Management, Change Management, Requirements Analysis, ITIL
Education
The University of Chicago - Booth School of Business 1978 — 1980
Master of Business Administration (MBA), Business Statistics
Tulane University 1974 — 1978
Bachelor of Arts (BA), Economics
Charlotte Schutzman Charlotte Schutzman's Peat Marwick Experience 1980 - 1985
Job President/Owner and Senior Move Manager at All Moving Matters
Industry Individual & Family Services
Experience
All Moving Matters January 2006 - Present
Impact100 Philadelphia July 2010 - June 2012
SMSC Partners January 2006 - December 2009
Verizon June 1985 - December 2005
Peat Marwick 1980 - 1985
Skills
Move planning, Organizing, Decluttering, Move Services including..., Home Staging, Downsizing, Move, Unpacking, Move Planning, Move Management, Strategic Communications, Internal Communications, Leadership, Project Planning, Business Strategy, Proposal Writing, Human Resources, Executive Management
Education
University of Pennsylvania - The Wharton School 1976 — 1980
B.S. in Economics
wyoming valley west
All Moving Matters January 2006 - Present
Impact100 Philadelphia July 2010 - June 2012
SMSC Partners January 2006 - December 2009
Verizon June 1985 - December 2005
Peat Marwick 1980 - 1985
Skills
Move planning, Organizing, Decluttering, Move Services including..., Home Staging, Downsizing, Move, Unpacking, Move Planning, Move Management, Strategic Communications, Internal Communications, Leadership, Project Planning, Business Strategy, Proposal Writing, Human Resources, Executive Management
Education
University of Pennsylvania - The Wharton School 1976 — 1980
B.S. in Economics
wyoming valley west
Donald Womack Donald Womack's Peat Marwick Experience 1973 - 1976
Job President at Progressive Real Estate Solutions, LLC
Industry Real Estate
Experience
Progressive Real Estate Solutions, LLC 1991 - Present
Galtier Plaza, St. Paul, MN 1987 - 1991
Womack & Associates 1985 - 1987
Petrolene International, Inc. 1982 - 1984
Brio Petroleum, Inc. 1978 - 1982
Braun Enterprises, Inc. 1976 - 1978
Peat Marwick 1973 - 1976
Pratas, Smith & Morre, CPAs 1972 - 1973
Skills
Contract Negotiation, Real Estate, Strategic Planning, Budgets, Investment Properties, Property Management, Condos, Sellers, Short Sales, Investors, REO, Foreclosures, Real Estate Development, Single Family Homes, Real Estate Transactions, Leases, Buyer Representation, New Business Development, Disposition, Landlords, Investments, Commercial Real Estate, Finance, Management
Education
Texas Tech University 1970 — 1973
BBA, Accounting
CPA -1974
Progressive Real Estate Solutions, LLC 1991 - Present
Galtier Plaza, St. Paul, MN 1987 - 1991
Womack & Associates 1985 - 1987
Petrolene International, Inc. 1982 - 1984
Brio Petroleum, Inc. 1978 - 1982
Braun Enterprises, Inc. 1976 - 1978
Peat Marwick 1973 - 1976
Pratas, Smith & Morre, CPAs 1972 - 1973
Skills
Contract Negotiation, Real Estate, Strategic Planning, Budgets, Investment Properties, Property Management, Condos, Sellers, Short Sales, Investors, REO, Foreclosures, Real Estate Development, Single Family Homes, Real Estate Transactions, Leases, Buyer Representation, New Business Development, Disposition, Landlords, Investments, Commercial Real Estate, Finance, Management
Education
Texas Tech University 1970 — 1973
BBA, Accounting
CPA -1974
Harry Schmidt Harry Schmidt's Peat Marwick Experience 1973 - 1977
Job Owner, President at Schmidt & Associates, PC
Industry Accounting
Experience
Schmidt & Associates, PC 1989 - Present
Bailey, Saetveit, Noven & Schmidt, P.C. 1982 - 1988
Coopers & Lybrand 1977 - 1981
Peat Marwick 1973 - 1977
Skills
Finacial strategies, Optimizing revenue, Goal-surpassing fiscal..., Professional Services, Auditing, Accounting, Strategic Financial..., Tax, Business Planning, Budgets, Financial Modeling, Strategy
Education
University of Nebraska at Kearney
Accounting
Schmidt & Associates, PC 1989 - Present
Bailey, Saetveit, Noven & Schmidt, P.C. 1982 - 1988
Coopers & Lybrand 1977 - 1981
Peat Marwick 1973 - 1977
Skills
Finacial strategies, Optimizing revenue, Goal-surpassing fiscal..., Professional Services, Auditing, Accounting, Strategic Financial..., Tax, Business Planning, Budgets, Financial Modeling, Strategy
Education
University of Nebraska at Kearney
Accounting
Janice Hall's Peat Marwick Experience 1984 - 1987
Job Senior Business Analyst/Consultant at Net@Work
Industry Accounting
Experience
Net@Work May 2011 - Present
BTerrell Group, LLP January 2010 - May 2011
Covenant Information Services, LP December 1994 - May 2011
Grant Thornton 1990 - 1994
Peat Marwick 1984 - 1987
KPMG 1984 - 1987
KPMG 1984 - 1986
Skills
Business Intelligence, ERP, Sage CRM, Software Implementation, Sage, Business Analysis, Accpac, Crystal Reports, CRM, Accounting, Integration, Business Process..., Business Process, Management Consulting, Professional Services, Requirements Analysis, Project Management, Enterprise Software, Pre-sales, Consulting, Analysis, Databases, Program Management
Education
University of North Texas 1980 — 1984
Master of Science (M.S.), Accounting
Net@Work May 2011 - Present
BTerrell Group, LLP January 2010 - May 2011
Covenant Information Services, LP December 1994 - May 2011
Grant Thornton 1990 - 1994
Peat Marwick 1984 - 1987
KPMG 1984 - 1987
KPMG 1984 - 1986
Skills
Business Intelligence, ERP, Sage CRM, Software Implementation, Sage, Business Analysis, Accpac, Crystal Reports, CRM, Accounting, Integration, Business Process..., Business Process, Management Consulting, Professional Services, Requirements Analysis, Project Management, Enterprise Software, Pre-sales, Consulting, Analysis, Databases, Program Management
Education
University of North Texas 1980 — 1984
Master of Science (M.S.), Accounting
Gene Corbett Gene Corbett's Peat Marwick Experience 1987 - 1988
Job President at Physician Finders
Industry Staffing and Recruiting
Experience
Physician Finders January 1993 - Present
Physician Finders 1993 - Present
TJ Lending 2015 - 2015
KPMG Peat Marwick January 1987 - April 1988
Peat Marwick 1987 - 1988
Skills
Hospitals, Strategic Planning, Budgets, Team Building, Healthcare, Recruiting, Medicine, Management, New Business Development, Public Speaking, Contract Negotiation, Advertising, Leadership, Nonprofits, Microsoft Excel, Microsoft Office, Coaching, Healthcare Management, Business Development, Process Improvement, Training, Marketing, Customer Service, Sales, Marketing Strategy, Research, Sales Management, Leadership Development, Physicians, Account Management, Organizational..., Fundraising, Small Business, Start-ups, Business Planning, Management Consulting, Negotiation, Business Strategy, Strategy, Entrepreneurship, Executive Management, Mergers & Acquisitions, Consulting, Human Resources, Change Management, Healthcare Consulting, Executive Coaching, Selling, Analysis, Insurance
Education
University of Missouri-Saint Louis 1985 — 1986
Business Administration, Accounting
Physician Finders January 1993 - Present
Physician Finders 1993 - Present
TJ Lending 2015 - 2015
KPMG Peat Marwick January 1987 - April 1988
Peat Marwick 1987 - 1988
Skills
Hospitals, Strategic Planning, Budgets, Team Building, Healthcare, Recruiting, Medicine, Management, New Business Development, Public Speaking, Contract Negotiation, Advertising, Leadership, Nonprofits, Microsoft Excel, Microsoft Office, Coaching, Healthcare Management, Business Development, Process Improvement, Training, Marketing, Customer Service, Sales, Marketing Strategy, Research, Sales Management, Leadership Development, Physicians, Account Management, Organizational..., Fundraising, Small Business, Start-ups, Business Planning, Management Consulting, Negotiation, Business Strategy, Strategy, Entrepreneurship, Executive Management, Mergers & Acquisitions, Consulting, Human Resources, Change Management, Healthcare Consulting, Executive Coaching, Selling, Analysis, Insurance
Education
University of Missouri-Saint Louis 1985 — 1986
Business Administration, Accounting
Richard Thon Richard Thon's Peat Marwick Experience 1977 - 1980
Job Finance MBA, CPA (inactive) available for CFO/Controller, public/private financial reporting contract opportunities.
Industry Medical Devices
Experience
Veritae Group April 2015 - Present
Four Point Partners, LLC December 2013 - March 2015
ProUroCare Medical Inc. January 2002 - May 2013
MEDgenesis / Hypoguard USA May 2000 - September 2001
Instant Web Companies August 1998 - February 2000
Sanofi Diagnostics Pasteur 1990 - 1998
Data Med Clinical Support Services 1986 - 1990
Control Data Corp 1981 - 1986
Peat Marwick 1977 - 1980
Skills
Managerial Finance, Financial Modeling, Cross-functional Team..., Start-ups, SEC Financial Reporting, Strategic Planning, Budgets, Forecasting, Financial Accounting, Cost Accounting, Auditing, Leadership, Finance, Project Management, GAAP, SEC, P&L Management, SEC filings, Internal Audit, New Business Development
Education
University of Wisconsin-Madison 1980 — 1981
Master of Business Administration (MBA), Finance, General
University of Michigan 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Edina West
Veritae Group April 2015 - Present
Four Point Partners, LLC December 2013 - March 2015
ProUroCare Medical Inc. January 2002 - May 2013
MEDgenesis / Hypoguard USA May 2000 - September 2001
Instant Web Companies August 1998 - February 2000
Sanofi Diagnostics Pasteur 1990 - 1998
Data Med Clinical Support Services 1986 - 1990
Control Data Corp 1981 - 1986
Peat Marwick 1977 - 1980
Skills
Managerial Finance, Financial Modeling, Cross-functional Team..., Start-ups, SEC Financial Reporting, Strategic Planning, Budgets, Forecasting, Financial Accounting, Cost Accounting, Auditing, Leadership, Finance, Project Management, GAAP, SEC, P&L Management, SEC filings, Internal Audit, New Business Development
Education
University of Wisconsin-Madison 1980 — 1981
Master of Business Administration (MBA), Finance, General
University of Michigan 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Edina West
Larry Bush Larry Bush's Peat Marwick Experience June 1977 - July 1982
Job Owner at McCarthy Improvement Company
Industry Construction
Experience
McCarthy Improvement Company January 2007 - Present
McCarthy- Bush Corporation July 1987 - January 2007
Ogilvie and Taylor Securities October 1983 - June 1987
Illinois Surplus Lines July 1982 - October 1983
Peat Marwick June 1977 - July 1982
Skills
Construction Management, Construction
Education
University of Notre Dame - Mendoza College of Business 1975 — 1977
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
BBA, Accounting
McCarthy Improvement Company January 2007 - Present
McCarthy- Bush Corporation July 1987 - January 2007
Ogilvie and Taylor Securities October 1983 - June 1987
Illinois Surplus Lines July 1982 - October 1983
Peat Marwick June 1977 - July 1982
Skills
Construction Management, Construction
Education
University of Notre Dame - Mendoza College of Business 1975 — 1977
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
BBA, Accounting
Mark Kellett Mark Kellett's Peat Marwick Experience 1984 - 1989
Job Principal at Northbridge Environmental Management Consultants
Industry Financial Services
Experience
Northbridge Environmental Management Consultants January 1993 - Present
JWF Associates 1989 - 1993
Peat Marwick 1984 - 1989
Delta Mangagement 1981 - 1984
Skills
Management consulting, Strategic Financial..., Training, Government Program..., Public Finance, Infrastructure..., Strategic Planning, Infrastructure Bank..., Alternative Financing..., Municipal Bond..., Water, Sustainability..., Management Consulting, Program Management, Environmental Awareness, Data Analysis, Sustainability, Economics, Energy, Nonprofits
Education
University of Michigan
Bachelor of Science (BS), Environmental Policy and Management
The George Washington University
Master of Business Administration (MBA), Accounting and Finance
Northbridge Environmental Management Consultants January 1993 - Present
JWF Associates 1989 - 1993
Peat Marwick 1984 - 1989
Delta Mangagement 1981 - 1984
Skills
Management consulting, Strategic Financial..., Training, Government Program..., Public Finance, Infrastructure..., Strategic Planning, Infrastructure Bank..., Alternative Financing..., Municipal Bond..., Water, Sustainability..., Management Consulting, Program Management, Environmental Awareness, Data Analysis, Sustainability, Economics, Energy, Nonprofits
Education
University of Michigan
Bachelor of Science (BS), Environmental Policy and Management
The George Washington University
Master of Business Administration (MBA), Accounting and Finance
Carlos Donis Carlos Donis's Peat Marwick Experience January 1987 - December 1990
Job CPA en Export Coffee
Industry Accounting
Experience
Export Coffee December 1990 - Present
Peat Marwick January 1987 - December 1990
Tele Once, S,A. y Trecevisión, S.A. January 1986 - December 1986
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Financial Accounting, Tax, Microsoft Word, Internal Controls, QuickBooks, PowerPoint
Education
Universidad de San Carlos de Guatemala 2007 — 2009
Master of Business Administration (M.B.A.)
Universidad de San Carlos de Guatemala 1983 — 1987
Licenciatura en Contador Público y Auditor, Auditing
Export Coffee December 1990 - Present
Peat Marwick January 1987 - December 1990
Tele Once, S,A. y Trecevisión, S.A. January 1986 - December 1986
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Financial Accounting, Tax, Microsoft Word, Internal Controls, QuickBooks, PowerPoint
Education
Universidad de San Carlos de Guatemala 2007 — 2009
Master of Business Administration (M.B.A.)
Universidad de San Carlos de Guatemala 1983 — 1987
Licenciatura en Contador Público y Auditor, Auditing
Randy Beyer Randy Beyer's Peat Marwick Experience September 1977 - June 1982
Job General Manager at Rattlesnake Ridge Golf Club
Industry Sports
Experience
Rattlesnake Ridge Golf Club December 2009 - Present
CM Media Inc. 1986 - Present
Pioneer Electronics June 1982 - December 1986
Peat Marwick September 1977 - June 1982
Skills
Budgets, Customer Service, Financial Analysis, Strategic Planning
Education
The Ohio State University 1976 — 1977
Master's degree, Accounting
The Ohio State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Production Management
Rattlesnake Ridge Golf Club December 2009 - Present
CM Media Inc. 1986 - Present
Pioneer Electronics June 1982 - December 1986
Peat Marwick September 1977 - June 1982
Skills
Budgets, Customer Service, Financial Analysis, Strategic Planning
Education
The Ohio State University 1976 — 1977
Master's degree, Accounting
The Ohio State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Production Management
Sharon Lochaby's Peat Marwick Experience January 1975 - September 1981
Job Retired: Director, Finance Program Office, Duke Energy Corporation
Industry Utilities
Experience
Duke Energy March 2002 - 2014
Resource Management Associates, Inc. August 1986 - March 2002
Theodore Barry & Associates July 1985 - June 1987
Carolina Power & Light Company August 1982 - July 1985
Celanese September 1981 - August 1982
Peat Marwick January 1975 - September 1981
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1974
BSBA, Accounting
Duke Energy March 2002 - 2014
Resource Management Associates, Inc. August 1986 - March 2002
Theodore Barry & Associates July 1985 - June 1987
Carolina Power & Light Company August 1982 - July 1985
Celanese September 1981 - August 1982
Peat Marwick January 1975 - September 1981
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1974
BSBA, Accounting
Michael Kushner, CCIM Michael Kushner, CCIM's Peat Marwick Experience 1984 - 1985
Job Real Estate Broker and Developer
Industry Real Estate
Experience
Omni Realty Group January 1992 - Present
Peat Marwick 1984 - 1985
Electronic Data Systems 1982 - 1984
Skills
Tenant Representation, Buyer's Agent, Lease Negotiations, Commercial Leasing, tenant space..., pre-site selection, post selection, local market analysis, Construction, Market Analysis, Tenant, Land Development, Buyer Representation, Real Estate Financing, Investors, Investment Properties, Investment Sales, Brokerage, Foreclosures, Real Estate, Entitlements, Corporate Real Estate, Real Estate Economics, Strategy, Relocation, Land Acquisition, Shopping Centers, Condos, 1031 Exchanges, REO, New Home Sales, Rentals, Buyers, Short Sales, Real Estate Transactions, Location Intelligence, Apartments, Lease Administration, Retail, Contract Negotiation, Negotiation, Property Management, Landlords, Property, Commercial Real Estate, Leases
Education
University of Pennsylvania 1979 — 1982
Economics
Susquehanna Township High School 1975 — 1977
Omni Realty Group January 1992 - Present
Peat Marwick 1984 - 1985
Electronic Data Systems 1982 - 1984
Skills
Tenant Representation, Buyer's Agent, Lease Negotiations, Commercial Leasing, tenant space..., pre-site selection, post selection, local market analysis, Construction, Market Analysis, Tenant, Land Development, Buyer Representation, Real Estate Financing, Investors, Investment Properties, Investment Sales, Brokerage, Foreclosures, Real Estate, Entitlements, Corporate Real Estate, Real Estate Economics, Strategy, Relocation, Land Acquisition, Shopping Centers, Condos, 1031 Exchanges, REO, New Home Sales, Rentals, Buyers, Short Sales, Real Estate Transactions, Location Intelligence, Apartments, Lease Administration, Retail, Contract Negotiation, Negotiation, Property Management, Landlords, Property, Commercial Real Estate, Leases
Education
University of Pennsylvania 1979 — 1982
Economics
Susquehanna Township High School 1975 — 1977
Shana Ross's Peat Marwick Experience 1985 - 1986
Job President, Shana Ross Fitness LLC
Industry Health, Wellness and Fitness
Experience
Shana Ross Fitness November 2007 - Present
Body Positive Wellness Center 1998 - 1999
American Red Cross Greater Houston Chapter 1991 - 1996
Houston International Festival 1987 - 1991
Peat Marwick 1985 - 1986
Arthur Andersen 1983 - 1985
Skills
Fitness, Wellness, Nutrition, Personal Training, Public Speaking, Health, Wellbeing, Fitness Training, Women's Fitness, Menopause, Personal Development, Coaching, Social Networking, Nonprofits, Nutritional Counseling, Entrepreneurship, Lifestyle, Lifestyle Coaching, Marketing, Wellness Coaching, Program Management, Weight Training, Social Media, Strength Training, Weight, Motivational Speaking, Holistic Health, Small Business, Healing, Operant Conditioning, Corporations
Education
University of Houston 1981 — 1985
BA, Radio/Television/Film
Angelina Junior College 1978 — 1979
Theater Arts
Hudson High School 1974 — 1978
General Studies
Shana Ross Fitness November 2007 - Present
Body Positive Wellness Center 1998 - 1999
American Red Cross Greater Houston Chapter 1991 - 1996
Houston International Festival 1987 - 1991
Peat Marwick 1985 - 1986
Arthur Andersen 1983 - 1985
Skills
Fitness, Wellness, Nutrition, Personal Training, Public Speaking, Health, Wellbeing, Fitness Training, Women's Fitness, Menopause, Personal Development, Coaching, Social Networking, Nonprofits, Nutritional Counseling, Entrepreneurship, Lifestyle, Lifestyle Coaching, Marketing, Wellness Coaching, Program Management, Weight Training, Social Media, Strength Training, Weight, Motivational Speaking, Holistic Health, Small Business, Healing, Operant Conditioning, Corporations
Education
University of Houston 1981 — 1985
BA, Radio/Television/Film
Angelina Junior College 1978 — 1979
Theater Arts
Hudson High School 1974 — 1978
General Studies
Juan Roman Blanco Juan Roman Blanco's Peat Marwick Experience June 1970 - August 1974
Job Independent Accounting Professional
Industry Accounting
Experience
JR Blanco & Asociados June 1984 - December 2008
Banco de los Trabajadores de Venezuela March 1980 - January 1984
Banco Nacional de Descuento September 1974 - January 1980
Peat Marwick June 1970 - August 1974
Education
Universidad Central de Venezuela 1965 — 1970
B.A. Accounting & MBA, B.A. Accounting & MBA
Liceo Andres Bello (Venezuela) 1960 — 1965
Science Bachelor
JR Blanco & Asociados June 1984 - December 2008
Banco de los Trabajadores de Venezuela March 1980 - January 1984
Banco Nacional de Descuento September 1974 - January 1980
Peat Marwick June 1970 - August 1974
Education
Universidad Central de Venezuela 1965 — 1970
B.A. Accounting & MBA, B.A. Accounting & MBA
Liceo Andres Bello (Venezuela) 1960 — 1965
Science Bachelor
Joe Goodpasture Joe Goodpasture's Peat Marwick Experience January 1984 - January 1986
Job Finance and Accouting Executive seeking next opportunity
Industry Consumer Goods
Experience
SCI Management August 2010 - November 2011
Harland Clarke January 2001 - January 2010
Clarke American January 1997 - January 2001
Clarke American January 1993 - January 1997
Clarke American January 1990 - January 1993
Clarke Checks January 1989 - January 1990
Clarke Checks January 1988 - January 1989
BRN INTERNATIONAL January 1987 - January 1988
Arthur Young January 1986 - January 1987
Peat Marwick January 1984 - January 1986
Skills
Forecasting, Auditing, Sarbanes-Oxley Act, General Ledger, Sarbanes-Oxley, Financial Reporting, Managerial Finance, Budgets, Mergers & Acquisitions, Accounting, Process Improvement, Internal Controls, Management, Finance, SAP
Education
Texas Tech University 1978 — 1982
BBA, Accounting
SCI Management August 2010 - November 2011
Harland Clarke January 2001 - January 2010
Clarke American January 1997 - January 2001
Clarke American January 1993 - January 1997
Clarke American January 1990 - January 1993
Clarke Checks January 1989 - January 1990
Clarke Checks January 1988 - January 1989
BRN INTERNATIONAL January 1987 - January 1988
Arthur Young January 1986 - January 1987
Peat Marwick January 1984 - January 1986
Skills
Forecasting, Auditing, Sarbanes-Oxley Act, General Ledger, Sarbanes-Oxley, Financial Reporting, Managerial Finance, Budgets, Mergers & Acquisitions, Accounting, Process Improvement, Internal Controls, Management, Finance, SAP
Education
Texas Tech University 1978 — 1982
BBA, Accounting
Robert Glicksteen Robert Glicksteen's Peat Marwick Experience 1977 - 1980
Job at Waterman Supply Company
Industry Maritime
Experience
Waterman Supply Company December 2009 - Present
Beecher Carlson December 1983 - October 2009
Risk Management, Inc. 1980 - 1983
Peat Marwick 1977 - 1980
Skills
Risk Management, Insurance, Risk Financing, Underwriting, Financial Risk, Commercial Insurance, Property & Casualty..., Liability, Workers Compensation, Brokers, Professional Liability, Reinsurance, Leadership
Education
University of Pennsylvania - The Wharton School 1976 — 1977
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1972 — 1975
BS Economics, Accounting
Firestone High School 1968 — 1972
Waterman Supply Company December 2009 - Present
Beecher Carlson December 1983 - October 2009
Risk Management, Inc. 1980 - 1983
Peat Marwick 1977 - 1980
Skills
Risk Management, Insurance, Risk Financing, Underwriting, Financial Risk, Commercial Insurance, Property & Casualty..., Liability, Workers Compensation, Brokers, Professional Liability, Reinsurance, Leadership
Education
University of Pennsylvania - The Wharton School 1976 — 1977
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1972 — 1975
BS Economics, Accounting
Firestone High School 1968 — 1972
Melissa Francois's Peat Marwick Experience 1984 - 1987
Job Legal Assistant at Graydon Head & Ritchey
Industry Law Practice
Experience
Graydon Head & Ritchey LLP May 2006 - Present
Security Systems Equipment April 1990 - May 2006
Graydon Head & Ritchey LLP 1987 - 1990
Price Waterhouse 1984 - 1987
Peat Marwick 1984 - 1987
Education
University of Cincinnati 1979 — 1981
Colerain Senior High School
Graydon Head & Ritchey LLP May 2006 - Present
Security Systems Equipment April 1990 - May 2006
Graydon Head & Ritchey LLP 1987 - 1990
Price Waterhouse 1984 - 1987
Peat Marwick 1984 - 1987
Education
University of Cincinnati 1979 — 1981
Colerain Senior High School
Scott Corwin Scott Corwin's Peat Marwick Experience March 1983 - February 1987
Job Designer of Spiritual Tools using Crystals
Industry Retail
Experience
SpiritWash Crystals 2008 - Present
The Right Marriage Headhunting October 2005 - May 2010
W.A. Hynes & Co. January 2005 - October 2005
PCN November 1994 - February 2002
Professional Consulting Network November 1994 - February 2002
The Search Firm November 1994 - February 2002
DHL February 1987 - January 1991
KPMG March 1983 - February 1987
Peat Marwick March 1983 - February 1987
Alexander, Grant and Co. August 1978 - August 1981
Skills
Recruiting, Management, Business Intelligence, Management Consulting, Networking, Sourcing, Product Management, Talent Management, Strategic Planning, Marketing, Human Resources, Analytics, ERP, Leadership, Account Management, Start-ups, Accounting, Professional Services, Social Networking, Unix, Vendor Management, Auditing, E-commerce, Databases, Consulting, Energy Healing, Crystals, Crystal meditation, Channeling, Angelic Guidance, Spiritual Counselor, Spiritual Teacher, Metaphysics
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
MBA, Informations Systems
The George Washington University 1970 — 1975
BBA, Accounting
SpiritWash Crystals 2008 - Present
The Right Marriage Headhunting October 2005 - May 2010
W.A. Hynes & Co. January 2005 - October 2005
PCN November 1994 - February 2002
Professional Consulting Network November 1994 - February 2002
The Search Firm November 1994 - February 2002
DHL February 1987 - January 1991
KPMG March 1983 - February 1987
Peat Marwick March 1983 - February 1987
Alexander, Grant and Co. August 1978 - August 1981
Skills
Recruiting, Management, Business Intelligence, Management Consulting, Networking, Sourcing, Product Management, Talent Management, Strategic Planning, Marketing, Human Resources, Analytics, ERP, Leadership, Account Management, Start-ups, Accounting, Professional Services, Social Networking, Unix, Vendor Management, Auditing, E-commerce, Databases, Consulting, Energy Healing, Crystals, Crystal meditation, Channeling, Angelic Guidance, Spiritual Counselor, Spiritual Teacher, Metaphysics
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
MBA, Informations Systems
The George Washington University 1970 — 1975
BBA, Accounting
Gary Engebretson Gary Engebretson's Peat Marwick Experience 1978 - 1980
Job CFO at Paul Duesing Partners
Industry Design
Experience
Paul Duesing Partners February 2012 - Present
Toni&Guy USA LP June 1996 - December 2010
Peat Marwick 1978 - 1980
Peat Marwick 1978 - 1980
Peat Marwick 1978 - 1980
Education
University of Oklahoma 1972 — 1977
Bachelor of Accountancy, Accounting and Business/Management
Paul Duesing Partners February 2012 - Present
Toni&Guy USA LP June 1996 - December 2010
Peat Marwick 1978 - 1980
Peat Marwick 1978 - 1980
Peat Marwick 1978 - 1980
Education
University of Oklahoma 1972 — 1977
Bachelor of Accountancy, Accounting and Business/Management
Austin Young's Peat Marwick Experience June 1962 - June 1974
Job Owner, 100 Pine LLC
Industry Investment Management
Experience
100 Pine LLC January 2002 - Present
Tower Group International Ltd. 2004 - 2013
CellStar Corporation December 1999 - December 2001
Metamor Worldwide August 1997 - December 1999
American General Corporation February 1987 - August 1997
KPMG US September 1977 - June 1986
KPMG US July 1974 - August 1977
Peat Marwick June 1962 - June 1974
US Army April 1963 - April 1965
Skills
SEC filings, Mergers, Internal Controls, Financial Analysis, Insurance, Financial Reporting, Auditing, Accounting, Strategic Planning, Managerial Finance, Strategic Financial..., Sarbanes-Oxley Act, Audit Committee, Mergers & Acquisitions, Enterprise Risk..., Due Diligence, Investments, Finance, Executive Management, Corporate Finance, Tax, Private Equity
Education
The University of Texas at Austin 1958 — 1962
Business, Accounting
100 Pine LLC January 2002 - Present
Tower Group International Ltd. 2004 - 2013
CellStar Corporation December 1999 - December 2001
Metamor Worldwide August 1997 - December 1999
American General Corporation February 1987 - August 1997
KPMG US September 1977 - June 1986
KPMG US July 1974 - August 1977
Peat Marwick June 1962 - June 1974
US Army April 1963 - April 1965
Skills
SEC filings, Mergers, Internal Controls, Financial Analysis, Insurance, Financial Reporting, Auditing, Accounting, Strategic Planning, Managerial Finance, Strategic Financial..., Sarbanes-Oxley Act, Audit Committee, Mergers & Acquisitions, Enterprise Risk..., Due Diligence, Investments, Finance, Executive Management, Corporate Finance, Tax, Private Equity
Education
The University of Texas at Austin 1958 — 1962
Business, Accounting
Wayne Breunig's Peat Marwick Experience January 1973 - March 1984
Job Managing Director at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. March 2002 - Present
Union Planters Bank IBG April 1984 - December 1989
Peat Marwick January 1973 - March 1984
Skills
Public Finance Banker, Structure Tax exempt..., Project Finance, Debt, Public Finance, Fixed Income, Finance, Bonds, Loans, Portfolio Management, Structured Products, Auditing, Capital Markets, Securities, Investment Banking, Investments, Financial Modeling, Financial Analysis, Trading, Strategic Planning, Management
Education
University of Michigan 1971 — 1972
Masters of Business Administration, Finance
University of Evansville 1968 — 1971
Bachelor of Science, Accounting
Duncan-Williams, Inc. March 2002 - Present
Union Planters Bank IBG April 1984 - December 1989
Peat Marwick January 1973 - March 1984
Skills
Public Finance Banker, Structure Tax exempt..., Project Finance, Debt, Public Finance, Fixed Income, Finance, Bonds, Loans, Portfolio Management, Structured Products, Auditing, Capital Markets, Securities, Investment Banking, Investments, Financial Modeling, Financial Analysis, Trading, Strategic Planning, Management
Education
University of Michigan 1971 — 1972
Masters of Business Administration, Finance
University of Evansville 1968 — 1971
Bachelor of Science, Accounting
Cherie Nichols Cherie Nichols's Peat Marwick Experience January 1988 - April 1989
Job Director of Budgeting and Reporting at The Phillips Collection
Industry Museums and Institutions
Experience
The Phillips Collection January 2007 - Present
Peat Marwick January 1988 - April 1989
Skills
Museums, Non-profits, Nonprofits, Grants, Arts Administration, Research, Strategic Planning, Grant Writing, Museum Collections, Volunteer Management, Management, Community Outreach, Editing, Event Management, Fundraising, Social Media, Event Planning
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Accounting
The Phillips Collection January 2007 - Present
Peat Marwick January 1988 - April 1989
Skills
Museums, Non-profits, Nonprofits, Grants, Arts Administration, Research, Strategic Planning, Grant Writing, Museum Collections, Volunteer Management, Management, Community Outreach, Editing, Event Management, Fundraising, Social Media, Event Planning
Education
University of Missouri-Columbia 1977 — 1981
BSBA, Accounting
Dan Schleeter Dan Schleeter's Peat Marwick Experience June 1985 - June 1987
Job Senior Vice President at INTEGRATED Healthcare Strategies
Industry Management Consulting
Experience
INTEGRATED Healthcare Strategies August 2001 - Present
Hay Group February 1988 - July 2001
Peat Marwick June 1985 - June 1987
Skills
Executive Compensation, Healthcare Industry, Management Consulting, Executive Pay, Human Resources, Deferred Compensation, Compensation & Benefit, Performance Improvement, Management, Succession Planning, Incentive Programs, Organizational..., Healthcare, Employee Benefits, Performance Management, Insurance, Healthcare Consulting, Compensation & Benefits
Education
University of Minnesota - Carlson School of Management 1979 — 1981
Master of Arts, Industrial Relations
University of Minnesota-Twin Cities 1973 — 1977
Bachelor of Science, Psychology
INTEGRATED Healthcare Strategies August 2001 - Present
Hay Group February 1988 - July 2001
Peat Marwick June 1985 - June 1987
Skills
Executive Compensation, Healthcare Industry, Management Consulting, Executive Pay, Human Resources, Deferred Compensation, Compensation & Benefit, Performance Improvement, Management, Succession Planning, Incentive Programs, Organizational..., Healthcare, Employee Benefits, Performance Management, Insurance, Healthcare Consulting, Compensation & Benefits
Education
University of Minnesota - Carlson School of Management 1979 — 1981
Master of Arts, Industrial Relations
University of Minnesota-Twin Cities 1973 — 1977
Bachelor of Science, Psychology
Gene Feronti Gene Feronti's Peat Marwick Experience August 1979 - September 1981
Job Owner, Eugene F. Feronti, Jr., Certified Public Accountant
Industry Accounting
Experience
Eugene F. Feronti, Jr., Certified Public Accountant September 1981 - Present
Peat Marwick August 1979 - September 1981
Yale University May 1975 - December 1977
Skills
Bookkeeping, Trusts, Corporations, Partnerships, Compilation, Tax Preparation, Accounting, Tax Returns, Sales Tax, Tax, QuickBooks, Income Tax, CPA, Time Management, Small Business, Financial Analysis, GAAP, LLC, Analysis, Finance, Financial Accounting, Journal Entries, Payroll, Tax Accounting, Preparation, Accounts Payable, Auditing, Financial Reporting, Cash Management, Corporate Tax, Financial Planners, High Net Worth..., Tax Research, Accounts Receivable, Budgets, Accountants, Due Diligence, S Corporations, IRS, General Ledger, Partnership Taxation, Business Valuation, Payroll Taxes
Education
The University of Texas at Austin 1978 — 1979
Master of Business Administration, Accounting
Yale University 1971 — 1975
B.A., Political Science
Putnam City High School Oklahoma City, OK 1967 — 1971
High School Diploma
Eugene F. Feronti, Jr., Certified Public Accountant September 1981 - Present
Peat Marwick August 1979 - September 1981
Yale University May 1975 - December 1977
Skills
Bookkeeping, Trusts, Corporations, Partnerships, Compilation, Tax Preparation, Accounting, Tax Returns, Sales Tax, Tax, QuickBooks, Income Tax, CPA, Time Management, Small Business, Financial Analysis, GAAP, LLC, Analysis, Finance, Financial Accounting, Journal Entries, Payroll, Tax Accounting, Preparation, Accounts Payable, Auditing, Financial Reporting, Cash Management, Corporate Tax, Financial Planners, High Net Worth..., Tax Research, Accounts Receivable, Budgets, Accountants, Due Diligence, S Corporations, IRS, General Ledger, Partnership Taxation, Business Valuation, Payroll Taxes
Education
The University of Texas at Austin 1978 — 1979
Master of Business Administration, Accounting
Yale University 1971 — 1975
B.A., Political Science
Putnam City High School Oklahoma City, OK 1967 — 1971
High School Diploma
Douglas Henne Douglas Henne's Peat Marwick Experience 1981 - 1985
Job Managing Member Isler NW LLC
Industry Accounting
Experience
Isler NW LLC February 1985 - Present
Isler Northwest LLC 1985 - Present
Peat Marwick 1981 - 1985
PwC October 1977 - 1981
Dant, Suran & Co 1976 - 1977
International Harvester June 1974 - 1976
Skills
Income Tax, Tax, Accounting, CPA, Tax Preparation, Corporate Tax, Estate Tax Planning, Trusts, Small Business
Education
University of Oregon 1969 — 1974
BS, Business/Finance
Isler NW LLC February 1985 - Present
Isler Northwest LLC 1985 - Present
Peat Marwick 1981 - 1985
PwC October 1977 - 1981
Dant, Suran & Co 1976 - 1977
International Harvester June 1974 - 1976
Skills
Income Tax, Tax, Accounting, CPA, Tax Preparation, Corporate Tax, Estate Tax Planning, Trusts, Small Business
Education
University of Oregon 1969 — 1974
BS, Business/Finance
John V. Puscian John V. Puscian's Peat Marwick Experience 1974 - 1978
Job Chief Actuary at Coe Administrators
Industry Management Consulting
Experience
Coe Administrators, LLC January 1983 - Present
Coe Administrators East, LLC November 1982 - Present
JP Associates, Inc. October 1982 - December 2009
CEO Club of Philadelphia March 1995 - December 2003
Penn Mutual Life Insurance Company April 1982 - October 1982
Gonnecticut General Life Insurance Company August 1978 - April 1982
Peat Marwick 1974 - 1978
DuPont 1970 - 1974
Provident Mutual Life Insurance Co December 1966 - July 1970
Skills
Defined Contribution, Investments, Retirement, Pension Administration, Profit Sharing, Employee Benefits, Insurance, Accounting, Pension Funds, Pensions, Financial Advisory, Mergers, Business Planning, ESOP, Retirement Plan..., 401k, Defined Benefit, Retirement Planning, Actuarial Science, Tax, ERISA, Wealth Management, Executive Pay, Financial Risk, Strategic Financial..., Investment Strategies, Financial Services, Valuation, Actuarial Consulting, Fixed Annuities, Actuaries, Portfolio Management, Asset Management, Health Insurance
Education
University of Missouri-Columbia 1964 — 1965
Partying
Ridley Township 1960 — 1964
Coe Administrators, LLC January 1983 - Present
Coe Administrators East, LLC November 1982 - Present
JP Associates, Inc. October 1982 - December 2009
CEO Club of Philadelphia March 1995 - December 2003
Penn Mutual Life Insurance Company April 1982 - October 1982
Gonnecticut General Life Insurance Company August 1978 - April 1982
Peat Marwick 1974 - 1978
DuPont 1970 - 1974
Provident Mutual Life Insurance Co December 1966 - July 1970
Skills
Defined Contribution, Investments, Retirement, Pension Administration, Profit Sharing, Employee Benefits, Insurance, Accounting, Pension Funds, Pensions, Financial Advisory, Mergers, Business Planning, ESOP, Retirement Plan..., 401k, Defined Benefit, Retirement Planning, Actuarial Science, Tax, ERISA, Wealth Management, Executive Pay, Financial Risk, Strategic Financial..., Investment Strategies, Financial Services, Valuation, Actuarial Consulting, Fixed Annuities, Actuaries, Portfolio Management, Asset Management, Health Insurance
Education
University of Missouri-Columbia 1964 — 1965
Partying
Ridley Township 1960 — 1964
Sharon Bovaird Sharon Bovaird's Peat Marwick Experience 1983 - 1985
Job Independent Business Owner at Wacha Designs
Industry Apparel & Fashion
Experience
Wacha Designs 2005 - Present
J.D. Edwards 1995 - 1998
Industrial Design Corporation 1989 - 1995
Peat Marwick 1983 - 1985
Skills
Accounting, Financial Accounting, QuickBooks, Handmade Jewelry, Apparel, Microsoft Excel, Microsoft Office, Retail, Fashion, Sales, JD Edwards
Education
Washington State University Vancouver 1988 — 1990
Master of Business Administration (MBA)
University of Northern Iowa 1978 — 1983
Bachelor's degree, Accounting
Wacha Designs 2005 - Present
J.D. Edwards 1995 - 1998
Industrial Design Corporation 1989 - 1995
Peat Marwick 1983 - 1985
Skills
Accounting, Financial Accounting, QuickBooks, Handmade Jewelry, Apparel, Microsoft Excel, Microsoft Office, Retail, Fashion, Sales, JD Edwards
Education
Washington State University Vancouver 1988 — 1990
Master of Business Administration (MBA)
University of Northern Iowa 1978 — 1983
Bachelor's degree, Accounting
Kevin Stuck's Peat Marwick Experience 1987 - 1991
Job Controller, Accounting Center at Matson Navigation
Industry Transportation/Trucking/Railroad
Experience
Matson Navigation October 1999 - Present
Matson Integrated Logistics 1999 - 2002
BFI 1995 - 2000
Greyhound 1990 - 1992
KPMG Peat Marwick 1987 - 1991
Peat Marwick 1987 - 1991
Peat Marwick 1987 - 1991
KPMG 1987 - 1991
Education
University of Northern Iowa 1983 — 1987
Matson Navigation October 1999 - Present
Matson Integrated Logistics 1999 - 2002
BFI 1995 - 2000
Greyhound 1990 - 1992
KPMG Peat Marwick 1987 - 1991
Peat Marwick 1987 - 1991
Peat Marwick 1987 - 1991
KPMG 1987 - 1991
Education
University of Northern Iowa 1983 — 1987
William Hodge's Peat Marwick Experience September 1984 - July 1986
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
HCA August 2007 - Present
Triad Hospitals, Inc 2000 - 2007
Tenet Healthcare August 1986 - March 2000
Peat Marwick September 1984 - July 1986
LifeMark May 1983 - September 1984
Park Plaza Hospital June 1976 - May 1983
Skills
Revenue Cycle, Data Analysis, Healthcare, Healthcare Consulting, Healthcare Industry, Healthcare Information..., Healthcare Management, Hospitals, Managed Care, Medical Billing, Medical Coding, Nursing, Process Improvement
Education
University of Texas Nursing School (Houston) 1974 — 1976
BSN, Registered Nursing/Registered Nurse
University of Houston 1969 — 1972
BS, Biology
The University of Texas Health Science Center at Houston 1972 — 1976
BSN, Registered Nursing/Registered Nurse
HCA August 2007 - Present
Triad Hospitals, Inc 2000 - 2007
Tenet Healthcare August 1986 - March 2000
Peat Marwick September 1984 - July 1986
LifeMark May 1983 - September 1984
Park Plaza Hospital June 1976 - May 1983
Skills
Revenue Cycle, Data Analysis, Healthcare, Healthcare Consulting, Healthcare Industry, Healthcare Information..., Healthcare Management, Hospitals, Managed Care, Medical Billing, Medical Coding, Nursing, Process Improvement
Education
University of Texas Nursing School (Houston) 1974 — 1976
BSN, Registered Nursing/Registered Nurse
University of Houston 1969 — 1972
BS, Biology
The University of Texas Health Science Center at Houston 1972 — 1976
BSN, Registered Nursing/Registered Nurse
Sammy Schulman's Peat Marwick Experience July 1982 - November 1987
Job Board Chair at Jewish Federation of Broward County
Industry Fund-Raising
Experience
Miami HEAT 1987 - Present
Jewish Federation of Broward County May 2014 - Present
Broward Jewish Federation July 2012 - June 2014
Peat Marwick July 1982 - November 1987
Skills
Budgets, Accounting, Strategic Planning, Financial Analysis, SEC filings, Financial Modeling, Due Diligence, Contract Negotiation, Real Estate, Small Business, Finance, Financial Reporting, Forecasting, Mergers & Acquisitions, Ticket Sales, Event Management, Social Media, Strategic Financial...
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting, A+
Miami HEAT 1987 - Present
Jewish Federation of Broward County May 2014 - Present
Broward Jewish Federation July 2012 - June 2014
Peat Marwick July 1982 - November 1987
Skills
Budgets, Accounting, Strategic Planning, Financial Analysis, SEC filings, Financial Modeling, Due Diligence, Contract Negotiation, Real Estate, Small Business, Finance, Financial Reporting, Forecasting, Mergers & Acquisitions, Ticket Sales, Event Management, Social Media, Strategic Financial...
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting, A+
Mitchel Schulman's Peat Marwick Experience September 1982 - August 1985
Job IntegriDATA Business & Technology Solutions, LLC
Industry Management Consulting
Experience
IntegriDATA Business & Technology Solutions, LLC January 2003 - Present
Citigroup Asset Management 1999 - 2002
Salomon Brothers Asset Management April 1991 - January 1999
Salomon Brothers September 1985 - March 1991
Peat Marwick September 1982 - August 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1978 — 1982
Comsewogue High School 1974 — 1978
IntegriDATA Business & Technology Solutions, LLC January 2003 - Present
Citigroup Asset Management 1999 - 2002
Salomon Brothers Asset Management April 1991 - January 1999
Salomon Brothers September 1985 - March 1991
Peat Marwick September 1982 - August 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1978 — 1982
Comsewogue High School 1974 — 1978
Richard Lyman's Peat Marwick Experience July 1982 - September 1983
Job Contract Tax Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Cato Corporation September 2013 - March 2014
ReCommunity December 2011 - August 2013
Dynacast, Inc. May 2011 - December 2011
National Gypsum Company November 2002 - February 2011
PricewaterhouseCoopers March 1999 - November 2002
Coats North American November 1987 - March 1999
Price Waterhouse September 1983 - November 1987
Peat Marwick July 1982 - September 1983
Skills
Accounting, CPA, Treasury, Tax, Auditing, Budgets, Sales Tax, Process Improvement, Forecasting, Corporate Tax, Financial Reporting, US GAAP, Strategic Planning, Tax Accounting, Financial Analysis, Managerial Finance, Valuation, Team Building, International Tax, Transfer Pricing, Sarbanes-Oxley Act, Internal Controls, SEC filings, GAAP, Microsoft Excel, Manufacturing, Income Tax, SAP, Cash Management, IFRS, Mergers & Acquisitions, Sarbanes-Oxley, Tax Research, Revenue Recognition, Consolidation, Hyperion Enterprise, Strategic Financial..., Tax Advisory, Financial Modeling, Big 4, Financial Accounting, Restructuring, Use Tax, Due Diligence, Internal Audit, Tax Law, General Ledger, Cash Flow, Tax Returns, Sales & Use Tax
Education
Tulane University - A.B. Freeman School of Business 1980 — 1982
MBA, Accounting/Tax
Chapel Hill High School
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
B.S., Business Administration
Bank of America April 2014 - Present
Cato Corporation September 2013 - March 2014
ReCommunity December 2011 - August 2013
Dynacast, Inc. May 2011 - December 2011
National Gypsum Company November 2002 - February 2011
PricewaterhouseCoopers March 1999 - November 2002
Coats North American November 1987 - March 1999
Price Waterhouse September 1983 - November 1987
Peat Marwick July 1982 - September 1983
Skills
Accounting, CPA, Treasury, Tax, Auditing, Budgets, Sales Tax, Process Improvement, Forecasting, Corporate Tax, Financial Reporting, US GAAP, Strategic Planning, Tax Accounting, Financial Analysis, Managerial Finance, Valuation, Team Building, International Tax, Transfer Pricing, Sarbanes-Oxley Act, Internal Controls, SEC filings, GAAP, Microsoft Excel, Manufacturing, Income Tax, SAP, Cash Management, IFRS, Mergers & Acquisitions, Sarbanes-Oxley, Tax Research, Revenue Recognition, Consolidation, Hyperion Enterprise, Strategic Financial..., Tax Advisory, Financial Modeling, Big 4, Financial Accounting, Restructuring, Use Tax, Due Diligence, Internal Audit, Tax Law, General Ledger, Cash Flow, Tax Returns, Sales & Use Tax
Education
Tulane University - A.B. Freeman School of Business 1980 — 1982
MBA, Accounting/Tax
Chapel Hill High School
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
B.S., Business Administration
Joy Fields's Peat Marwick Experience 1986 - 1987
Job Chief Accountant at The Concours Group
Industry Management Consulting
Experience
BSG Alliance 2007 - Present
The Concours Group March 1997 - Present
Washington Mutual 1987 - 1994
Peat Marwick 1986 - 1987
Education
University of Houston 1982 — 1986
BBA, Accounting
BSG Alliance 2007 - Present
The Concours Group March 1997 - Present
Washington Mutual 1987 - 1994
Peat Marwick 1986 - 1987
Education
University of Houston 1982 — 1986
BBA, Accounting
Alan Chaiken, PMP's Peat Marwick Experience 1981 - 1990
Job Senior Advisor Digital
Industry Information Technology and Services
Experience
CVS Health October 2011 - Present
Boston Scientific July 2009 - 2011
Fidelity Investments 2007 - December 2008
Charles River Laboratories 2003 - 2007
Teradyne 2000 - 2003
KPMG Consulting LLS 1995 - 2000
MIT 1990 - 1995
Peat Marwick 1981 - 1990
EDS 1979 - 1981
Skills
Visio, Process Improvement, Business Analysis, Quality Assurance, PMP, Project Management, SDLC, Program Management, MS Project, PMO, CRM
Education
University of Rhode Island 1974 — 1978
Bachelor of Science (BS), Management Science
CVS Health October 2011 - Present
Boston Scientific July 2009 - 2011
Fidelity Investments 2007 - December 2008
Charles River Laboratories 2003 - 2007
Teradyne 2000 - 2003
KPMG Consulting LLS 1995 - 2000
MIT 1990 - 1995
Peat Marwick 1981 - 1990
EDS 1979 - 1981
Skills
Visio, Process Improvement, Business Analysis, Quality Assurance, PMP, Project Management, SDLC, Program Management, MS Project, PMO, CRM
Education
University of Rhode Island 1974 — 1978
Bachelor of Science (BS), Management Science
richard levinson's Peat Marwick Experience 1982 - 1983
Job Owner, Sage Group (US)
Industry Financial Services
Experience
Sage Group (US) Treasurer, Private BankCiticop/Citibank1995 - 2000
Citicorp/Citibank 1988 - 1995
Citicorp/Citibank 1983 - 1988
Peat Marwick 1982 - 1983
Education
University of Pennsylvania - The Wharton School 1977 — 1979
Sage Group (US) Treasurer, Private BankCiticop/Citibank1995 - 2000
Citicorp/Citibank 1988 - 1995
Citicorp/Citibank 1983 - 1988
Peat Marwick 1982 - 1983
Education
University of Pennsylvania - The Wharton School 1977 — 1979
Mike Blalock's Peat Marwick Experience January 1980 - December 1982
Job Retired
Industry Airlines/Aviation
Experience
Retired from American Airlines after 32 years September 2014 - Present
American Airlines December 1982 - September 2014
Peat Marwick January 1980 - December 1982
Skills
Variance Analysis, Commercial Aviation, Airlines, Aviation, Financial Analysis, Airports, Hyperion Enterprise, SAP GL, Financial Reporting, Accounting, Financial Modeling
Education
University of Arkansas at Fayetteville
Bachelor of Science in Business Administration, Accounting
University of Arkansas at Fayetteville
Master of Science (M.S.), Accounting
Retired from American Airlines after 32 years September 2014 - Present
American Airlines December 1982 - September 2014
Peat Marwick January 1980 - December 1982
Skills
Variance Analysis, Commercial Aviation, Airlines, Aviation, Financial Analysis, Airports, Hyperion Enterprise, SAP GL, Financial Reporting, Accounting, Financial Modeling
Education
University of Arkansas at Fayetteville
Bachelor of Science in Business Administration, Accounting
University of Arkansas at Fayetteville
Master of Science (M.S.), Accounting
Bill Magruder's Peat Marwick Experience 1981 - 1984
Job Franchise Owner 1800Radiator of San Antonio
Industry Automotive
Experience
1-800-Radiator & A/C July 2006 - Present
Harland Clarke 1989 - 2006
Alamo Athletics 1986 - 1989
Peat Marwick 1981 - 1984
Skills
Project Management, Due Diligence, SAP, Mergers, Forecasting, Strategic Planning, Team Building, Business Planning, Contract Negotiation, Budgets, Operations Management, New Business Development, Automotive, Purchasing, Accounting, Process Improvement, Financial Analysis, Strategy, Mergers & Acquisitions, Change Management, Coaching, Program Management, Business Analysis, Business Development, Project Planning, Negotiation, Team Leadership, Sales Management
Education
The University of Texas at San Antonio 1999 — 2001
Exec MBA, Business
Texas Tech University - Rawls College of Business 1978 — 1981
Bachelor, Accounting
1-800-Radiator & A/C July 2006 - Present
Harland Clarke 1989 - 2006
Alamo Athletics 1986 - 1989
Peat Marwick 1981 - 1984
Skills
Project Management, Due Diligence, SAP, Mergers, Forecasting, Strategic Planning, Team Building, Business Planning, Contract Negotiation, Budgets, Operations Management, New Business Development, Automotive, Purchasing, Accounting, Process Improvement, Financial Analysis, Strategy, Mergers & Acquisitions, Change Management, Coaching, Program Management, Business Analysis, Business Development, Project Planning, Negotiation, Team Leadership, Sales Management
Education
The University of Texas at San Antonio 1999 — 2001
Exec MBA, Business
Texas Tech University - Rawls College of Business 1978 — 1981
Bachelor, Accounting
Bill Stotesbery's Peat Marwick Experience 1977 - 1982
Job CEO at KLRUTV
Industry Broadcast Media
Experience
KLRU-TV 2004 - Present
Hart InterCivic 2000 - 2004
Intelligent Technologies 1998 - 2000
GTT Communications 1994 - 1998
Microelectronics and Computer Technology Corporation (MCC) 1990 - 1994
Westmark Systems, Inc. 1988 - 1990
Microelectronics and Computer Technology Corporation (MCC) 1983 - 1988
Peat Marwick 1977 - 1982
Skills
Media Relations, Direct Sales, Social Media, Strategic Planning, Public Relations, Public Speaking, Marketing, Digital Media, Marketing Strategy, Social Media Marketing, Marketing Communications, Leadership, Fundraising, Event Planning, Editing, Event Management, Non-profits, Press Releases, Community Outreach, Strategic Communications, Television, Strategic Partnerships, Budgets, Entrepreneurship, Management, Video, Social Networking, Copywriting, Video Production, Journalism, Start-ups, Entertainment, Blogging, Nonprofits, Broadcast, Business Strategy, Corporate Communications, Strategy, Radio, Crisis Communications, New Media, Content Strategy, Advertising, Online Advertising, Facebook, Email Marketing, Digital Strategy, Content Development, Brand Development, Online Marketing
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1975 — 1977
Masters, Public Affairs
Texas Christian University 1970 — 1974
Bachelor of Arts, Communications
KLRU-TV 2004 - Present
Hart InterCivic 2000 - 2004
Intelligent Technologies 1998 - 2000
GTT Communications 1994 - 1998
Microelectronics and Computer Technology Corporation (MCC) 1990 - 1994
Westmark Systems, Inc. 1988 - 1990
Microelectronics and Computer Technology Corporation (MCC) 1983 - 1988
Peat Marwick 1977 - 1982
Skills
Media Relations, Direct Sales, Social Media, Strategic Planning, Public Relations, Public Speaking, Marketing, Digital Media, Marketing Strategy, Social Media Marketing, Marketing Communications, Leadership, Fundraising, Event Planning, Editing, Event Management, Non-profits, Press Releases, Community Outreach, Strategic Communications, Television, Strategic Partnerships, Budgets, Entrepreneurship, Management, Video, Social Networking, Copywriting, Video Production, Journalism, Start-ups, Entertainment, Blogging, Nonprofits, Broadcast, Business Strategy, Corporate Communications, Strategy, Radio, Crisis Communications, New Media, Content Strategy, Advertising, Online Advertising, Facebook, Email Marketing, Digital Strategy, Content Development, Brand Development, Online Marketing
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1975 — 1977
Masters, Public Affairs
Texas Christian University 1970 — 1974
Bachelor of Arts, Communications
Daphne Alvarado, SPHR's Peat Marwick Experience September 1981 - August 1985
Job Vice President at NIF
Industry Insurance
Experience
NIF Group, Inc. March 1995 - Present
Arnold J. Flegenheimer, Inc. October 1986 - March 1995
Peat Marwick September 1981 - August 1985
Education
CSSM
Saint John's University
State University of New York Empire State College
NIF Group, Inc. March 1995 - Present
Arnold J. Flegenheimer, Inc. October 1986 - March 1995
Peat Marwick September 1981 - August 1985
Education
CSSM
Saint John's University
State University of New York Empire State College
G Prest's Peat Marwick Experience September 1985 - June 1989
Job CFO at Midwest Asphalt Corporation
Industry Construction
Experience
Remmet Studios, LLC March 2014 - Present
Midwest Asphalt Corporation February 2011 - Present
Crown Marking, Inc. December 2003 - Present
Golden Valley Fire Department September 1997 - February 2015
Heutmaker Accounting and Business Advisors December 2010 - December 2013
Frank Consulting April 1997 - May 2003
Tetra Pak June 1989 - April 1997
Peat Marwick September 1985 - June 1989
Skills
Strategic Planning, Start-ups, Team Building, Small Business, Entrepreneurship, Customer Service, Contract Negotiation, Sales, Public Speaking, Marketing Strategy, Coaching, Social Media Marketing, Negotiation, Web Design, Online Marketing, Business Strategy, Management, Social Media, Project Management, Business Development, Leadership Development, Process Improvement
Education
University of Minnesota - Carlson School of Management 1980 — 1985
Bachelor of Science (BS), Accounting and Finance
Rapport Leadership International 1998 — 2002
Master Graduate, Leadership
Remmet Studios, LLC March 2014 - Present
Midwest Asphalt Corporation February 2011 - Present
Crown Marking, Inc. December 2003 - Present
Golden Valley Fire Department September 1997 - February 2015
Heutmaker Accounting and Business Advisors December 2010 - December 2013
Frank Consulting April 1997 - May 2003
Tetra Pak June 1989 - April 1997
Peat Marwick September 1985 - June 1989
Skills
Strategic Planning, Start-ups, Team Building, Small Business, Entrepreneurship, Customer Service, Contract Negotiation, Sales, Public Speaking, Marketing Strategy, Coaching, Social Media Marketing, Negotiation, Web Design, Online Marketing, Business Strategy, Management, Social Media, Project Management, Business Development, Leadership Development, Process Improvement
Education
University of Minnesota - Carlson School of Management 1980 — 1985
Bachelor of Science (BS), Accounting and Finance
Rapport Leadership International 1998 — 2002
Master Graduate, Leadership
David Wadlington's Peat Marwick Experience 1975 - 1986
Job EVP/CFO at Magna Bank
Industry Banking
Experience
Magna Bank November 2000 - Present
Union Planters Bank July 1996 - June 1998
Leader Federal Bank August 1989 - June 1996
Morgan Keegan/Thompson McKinnon Securities August 1986 - July 1989
Peat Marwick 1975 - 1986
Skills
Banking, Financial Analysis, Portfolio Management, Loans, Risk Management, Investments, Finance, Mergers & Acquisitions, Mortgage Banking, Strategic Financial...
Education
The University of Memphis 1971 — 1975
BBA, Accounting
Magna Bank November 2000 - Present
Union Planters Bank July 1996 - June 1998
Leader Federal Bank August 1989 - June 1996
Morgan Keegan/Thompson McKinnon Securities August 1986 - July 1989
Peat Marwick 1975 - 1986
Skills
Banking, Financial Analysis, Portfolio Management, Loans, Risk Management, Investments, Finance, Mergers & Acquisitions, Mortgage Banking, Strategic Financial...
Education
The University of Memphis 1971 — 1975
BBA, Accounting
Bert Doerhoff's Peat Marwick Experience 1976 - 1978
Job Helping protect and build wealth to insure an ever increasing cash flow in retirement
Industry Financial Services
Experience
Aura Wealth Advisors, LLC 2000 - Present
Professional Assoc of Small Business Accountants (PASBA) 2000 - Present
Bert Doerhoff CPA, P.C. July 1978 - Present
Peat Marwick 1976 - 1978
Skills
Wealth Management, Wealth Preservation..., Asset Protection, Charitable Gift Planning, Small Business, Bookkeeping, QuickBooks, Income Tax, Accounting, Payroll, Accounts Payable, Strategic Financial..., Cash Flow, Start-ups, Accounts Receivable, Sales Tax, Payroll Taxes, Tax Returns, Corporate Tax, Tax, Tax Preparation, Financial Planning, IRS, Management, Tax Accounting, Financial Reporting
Education
University of Central Missouri 1972 — 1976
Bachelor of Science (BS) In Business, Accounting and Finance
Aura Wealth Advisors, LLC 2000 - Present
Professional Assoc of Small Business Accountants (PASBA) 2000 - Present
Bert Doerhoff CPA, P.C. July 1978 - Present
Peat Marwick 1976 - 1978
Skills
Wealth Management, Wealth Preservation..., Asset Protection, Charitable Gift Planning, Small Business, Bookkeeping, QuickBooks, Income Tax, Accounting, Payroll, Accounts Payable, Strategic Financial..., Cash Flow, Start-ups, Accounts Receivable, Sales Tax, Payroll Taxes, Tax Returns, Corporate Tax, Tax, Tax Preparation, Financial Planning, IRS, Management, Tax Accounting, Financial Reporting
Education
University of Central Missouri 1972 — 1976
Bachelor of Science (BS) In Business, Accounting and Finance
Colby Heaton's Peat Marwick Experience June 1998 - June 2001
Job Chief Financial Officer at California Waterfowl Association
Industry Nonprofit Organization Management
Experience
California Waterfowl Association June 2004 - Present
Hubacher Cadillac & Land Rover June 2001 - June 2004
Peat Marwick June 1998 - June 2001
Lautze & Lautze October 1994 - June 1998
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, New Business Development, Marketing Strategy, Financial Analysis, Finance, Revenue Recognition
Education
University of California, Santa Barbara 1988 — 1993
BA, Business Economics
other
California Waterfowl Association June 2004 - Present
Hubacher Cadillac & Land Rover June 2001 - June 2004
Peat Marwick June 1998 - June 2001
Lautze & Lautze October 1994 - June 1998
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, New Business Development, Marketing Strategy, Financial Analysis, Finance, Revenue Recognition
Education
University of California, Santa Barbara 1988 — 1993
BA, Business Economics
other
Howard Metz's Peat Marwick Experience September 1978 - June 1981
Job Retail Professional
Industry Retail
Experience
Things Remembered 2009 - Present
Luxottica Retail October 1999 - May 2008
Cole National Corporation June 2001 - June 2004
Pearle Vision (Division of Cole National Corporation) October 1999 - June 2001
Camelot Music, Inc. October 1998 - October 1999
Sherwin-Williams Company June 1981 - October 1998
Peat Marwick September 1978 - June 1981
Banc One Corporation June 1974 - September 1978
Education
The Ohio State University 1970 — 1974
Bachelor of Science, Finance
Things Remembered 2009 - Present
Luxottica Retail October 1999 - May 2008
Cole National Corporation June 2001 - June 2004
Pearle Vision (Division of Cole National Corporation) October 1999 - June 2001
Camelot Music, Inc. October 1998 - October 1999
Sherwin-Williams Company June 1981 - October 1998
Peat Marwick September 1978 - June 1981
Banc One Corporation June 1974 - September 1978
Education
The Ohio State University 1970 — 1974
Bachelor of Science, Finance
Cynthia Cycyota, Ph.D's Peat Marwick Experience June 1979 - May 1985
Job Professor at USAFA
Industry Education Management
Experience
UNITED STATES AIR FORCE ACADEMY June 2002 - Present
Cycyota Associates 1989 - 1996
Hinsdale Federal Savings 1987 - 1989
Deloitte 1986 - 1987
Peat Marwick June 1979 - May 1985
Skills
Air Force, Defense, DoD, Military, Management, Proposal Writing, Emergency Management, Policy, Curriculum Design, International Relations, Economics, Econometrics, Policy Analysis, Organizational..., Project Planning, Training, Managerial Finance, Team Building, Adult Education, Strategic Planning, Foreign Policy, Data Analysis, Distance Learning, Staff Development, Leadership, Strategy, Program Management
Education
United States Air Force Academy 2002 — 2015
Phd, MANAGEMENT
The University of Texas at Arlington - College of Business 1997 — 2002
PhD, Strategic Management
Wright State University 1993 — 1996
MBA, Finance
University of Missouri-Columbia, College of Business 1975 — 1979
BS BA, Accounting
UNITED STATES AIR FORCE ACADEMY June 2002 - Present
Cycyota Associates 1989 - 1996
Hinsdale Federal Savings 1987 - 1989
Deloitte 1986 - 1987
Peat Marwick June 1979 - May 1985
Skills
Air Force, Defense, DoD, Military, Management, Proposal Writing, Emergency Management, Policy, Curriculum Design, International Relations, Economics, Econometrics, Policy Analysis, Organizational..., Project Planning, Training, Managerial Finance, Team Building, Adult Education, Strategic Planning, Foreign Policy, Data Analysis, Distance Learning, Staff Development, Leadership, Strategy, Program Management
Education
United States Air Force Academy 2002 — 2015
Phd, MANAGEMENT
The University of Texas at Arlington - College of Business 1997 — 2002
PhD, Strategic Management
Wright State University 1993 — 1996
MBA, Finance
University of Missouri-Columbia, College of Business 1975 — 1979
BS BA, Accounting
Richard Schneider's Peat Marwick Experience July 1975 - April 1980
Job CFO
Industry Defense & Space
Experience
RAS Consulting February 2014 - Present
DRS Technologies Inc. February 1999 - April 2012
NAI Technologies Inc. April 1988 - February 1999
EDO Corporation April 1981 - April 1988
Reliance Group Inc. November 1980 - November 1981
Estee Lauder Group of Companies April 1980 - November 1980
Peat Marwick July 1975 - April 1980
Skills
Government Contracting, Financial Reporting, Cost Accounting, Financial Analysis, Sarbanes-Oxley Act, GAAP, Variance Analysis, Accounting, Mergers, Managerial Finance, Forecasting, FAR, Financial Modeling, Hyperion Enterprise, Process Improvement, Revenue Recognition, US GAAP, Finance, SEC filings, Corporate Finance, Executive Management, Mergers & Acquisitions, Strategic Financial..., Auditing, CPA, Internal Audit, DCAA, Cash Management, Financial Forecasting, Consolidation, Financial Accounting, General Ledger, Cash Flow
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MS, Accounting
Wharton School, University of Pennsylvania 1971 — 1975
Bachelor of Science (BS), Accounting
RAS Consulting February 2014 - Present
DRS Technologies Inc. February 1999 - April 2012
NAI Technologies Inc. April 1988 - February 1999
EDO Corporation April 1981 - April 1988
Reliance Group Inc. November 1980 - November 1981
Estee Lauder Group of Companies April 1980 - November 1980
Peat Marwick July 1975 - April 1980
Skills
Government Contracting, Financial Reporting, Cost Accounting, Financial Analysis, Sarbanes-Oxley Act, GAAP, Variance Analysis, Accounting, Mergers, Managerial Finance, Forecasting, FAR, Financial Modeling, Hyperion Enterprise, Process Improvement, Revenue Recognition, US GAAP, Finance, SEC filings, Corporate Finance, Executive Management, Mergers & Acquisitions, Strategic Financial..., Auditing, CPA, Internal Audit, DCAA, Cash Management, Financial Forecasting, Consolidation, Financial Accounting, General Ledger, Cash Flow
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MS, Accounting
Wharton School, University of Pennsylvania 1971 — 1975
Bachelor of Science (BS), Accounting
Valerie Dorr's Peat Marwick Experience 1982 - 1984
Job Mary Kenealy Events
Industry Events Services
Experience
City and County of San Francisco 1991 - 1996
City and County of San Francisco 1987 - 1991
Alta Bates Hospital 1984 - 1986
Peat Marwick 1982 - 1984
Ernst and Whinney 1979 - 1982
Skills
Event Planning, Fundraising, Program Development, Teaching, Nonprofits, Volunteer Management, Public Speaking, Strategic Planning, Non-profits, Public Relations, Marketing, Media Relations, Press Releases, Marketing Communications, Event Management, Community Outreach
Education
University of Missouri-Columbia 1977 — 1979
MSPH, Health/Health Care Administration/Management
University of California, Berkeley 1973 — 1977
Bachelor of Arts (BA)
City and County of San Francisco 1991 - 1996
City and County of San Francisco 1987 - 1991
Alta Bates Hospital 1984 - 1986
Peat Marwick 1982 - 1984
Ernst and Whinney 1979 - 1982
Skills
Event Planning, Fundraising, Program Development, Teaching, Nonprofits, Volunteer Management, Public Speaking, Strategic Planning, Non-profits, Public Relations, Marketing, Media Relations, Press Releases, Marketing Communications, Event Management, Community Outreach
Education
University of Missouri-Columbia 1977 — 1979
MSPH, Health/Health Care Administration/Management
University of California, Berkeley 1973 — 1977
Bachelor of Arts (BA)
Herb Weiner's Peat Marwick Experience January 1980 - February 1981
Job Entepreneural Business Consultant CPA
Industry Accounting
Experience
Herbert M. Weiner, CPA October 1985 - Present
Laventhol & Horwath May 1983 - June 1985
Kenneth Leventhal & Company March 1981 - May 1983
Peat Marwick January 1980 - February 1981
United Computing Systems June 1977 - January 1980
Education
The University of Kansas 1975 — 1977
BSBA, Accounting, Computer Science, Economics
Herbert M. Weiner, CPA October 1985 - Present
Laventhol & Horwath May 1983 - June 1985
Kenneth Leventhal & Company March 1981 - May 1983
Peat Marwick January 1980 - February 1981
United Computing Systems June 1977 - January 1980
Education
The University of Kansas 1975 — 1977
BSBA, Accounting, Computer Science, Economics
Stephanie Cavanor's Peat Marwick Experience January 1983 - June 1986
Job Senior Vice President at Marsh USA
Industry Insurance
Experience
Marsh USA Inc. December 1997 - Present
Johnson & Higgins January 1986 - December 1996
Peat Marwick January 1983 - June 1986
Skills
Casualty, New Business Development, Commercial Insurance, Property & Casualty..., Risk Management, Brokers, Account Management, Marketing, Workers Compensation, Underwriting, Legal Liability, Liability, Management, Financial Risk, Liability Analysis, Excess, Casualty Insurance, Professional Liability, Captives, Insurance
Education
University of Notre Dame 1978 — 1982
BS in Acounting, Minor in German, Business
Marsh USA Inc. December 1997 - Present
Johnson & Higgins January 1986 - December 1996
Peat Marwick January 1983 - June 1986
Skills
Casualty, New Business Development, Commercial Insurance, Property & Casualty..., Risk Management, Brokers, Account Management, Marketing, Workers Compensation, Underwriting, Legal Liability, Liability, Management, Financial Risk, Liability Analysis, Excess, Casualty Insurance, Professional Liability, Captives, Insurance
Education
University of Notre Dame 1978 — 1982
BS in Acounting, Minor in German, Business
Deborah Gathany-Keeney, CPA's Peat Marwick Experience June 1978 - May 1984
Job CFO at FW Keeney & Associates
Industry Mechanical or Industrial Engineering
Experience
FW Keeney & Associates May 1997 - Present
Federal Home Loan Bank of Atlanta April 1986 - May 1997
JTL Corporation May 1984 - April 1986
Peat Marwick June 1978 - May 1984
Skills
Cash Management, Financial Reporting, Accounting, Financial Analysis, Accounts Payable, Investments, Certified Public..., Forecasting, Mergers & Acquisitions, Project Management, Budgets, Process Improvement, Microsoft Office, Public Speaking, Analysis, Management, Banking, Executive Management, Strategic Planning, Cash Flow, Tax, Managerial Finance, Leadership, CPA
Education
The University of Georgia 1974 — 1978
BBA, Accounting
Toccoa Falls Academy 1970 — 1974
FW Keeney & Associates May 1997 - Present
Federal Home Loan Bank of Atlanta April 1986 - May 1997
JTL Corporation May 1984 - April 1986
Peat Marwick June 1978 - May 1984
Skills
Cash Management, Financial Reporting, Accounting, Financial Analysis, Accounts Payable, Investments, Certified Public..., Forecasting, Mergers & Acquisitions, Project Management, Budgets, Process Improvement, Microsoft Office, Public Speaking, Analysis, Management, Banking, Executive Management, Strategic Planning, Cash Flow, Tax, Managerial Finance, Leadership, CPA
Education
The University of Georgia 1974 — 1978
BBA, Accounting
Toccoa Falls Academy 1970 — 1974
Vince Louwagie's Peat Marwick Experience 1984 - 1985
Job Shareholder, Business Litigator at Anthony Ostlund Baer & Louwagie
Industry Law Practice
Experience
Anthony Ostlund Baer & Louwagie P.A. May 1988 - Present
Peat Marwick 1984 - 1985
Skills
Civil Litigation, Commercial Litigation, Litigation, Appeals, Arbitration, Mediation, Trials, Courts, Family Law, Business Litigation, Employment Law, Legal Advice, Product Liability, Securities Litigation, Bankruptcy, Class Actions
Education
University of Minnesota Law School 1985 — 1988
Juris Doctor (J.D.), Law, cum laude
University of Minnesota-Twin Cities 1979 — 1983
B.S.B., Accounting
Anthony Ostlund Baer & Louwagie P.A. May 1988 - Present
Peat Marwick 1984 - 1985
Skills
Civil Litigation, Commercial Litigation, Litigation, Appeals, Arbitration, Mediation, Trials, Courts, Family Law, Business Litigation, Employment Law, Legal Advice, Product Liability, Securities Litigation, Bankruptcy, Class Actions
Education
University of Minnesota Law School 1985 — 1988
Juris Doctor (J.D.), Law, cum laude
University of Minnesota-Twin Cities 1979 — 1983
B.S.B., Accounting
Holland Whitten's Peat Marwick Experience 1983 - 1985
Job Retired at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation Strategy and InnovationNorthrop Grumman1997 - June 2011
Peat Marwick 1983 - 1985
Skills
Systems Engineering, C4ISR, DoD, Earned Value Management, Security Clearance, Software Development, Information Assurance, Integration, Defense, Air Force, Requirements Analysis, Configuration Management, Requirements Management, Testing, Engineering Management, Government Contracting, Program Management, Operations Management, System Architecture, System Design, Software Engineering
Education
Texas A&M University 1977 — 1978
Master of Computing Science, Computing Science
Northrop Grumman Corporation Strategy and InnovationNorthrop Grumman1997 - June 2011
Peat Marwick 1983 - 1985
Skills
Systems Engineering, C4ISR, DoD, Earned Value Management, Security Clearance, Software Development, Information Assurance, Integration, Defense, Air Force, Requirements Analysis, Configuration Management, Requirements Management, Testing, Engineering Management, Government Contracting, Program Management, Operations Management, System Architecture, System Design, Software Engineering
Education
Texas A&M University 1977 — 1978
Master of Computing Science, Computing Science
Jim Pouns CPA's Peat Marwick Experience 1972 - 1976
Job CFO at Headwaters Construction Materials
Industry Building Materials
Experience
Headwaters Construction Materials November 2003 - Present
The Sprint Companies 2001 - 2003
Heritage Bank 1995 - 2001
Prosperity Bank 1995 - 2001
Park 'N Go 1984 - 1998
Hines 1976 - 1981
Peat Marwick 1972 - 1976
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Mergers, Accounts Payable, Mergers & Acquisitions, US GAAP, Loans, Banking, Cash Flow, Due Diligence, Financial Modeling, Real Estate, Budgets, CPA, Contract Negotiation, GAAP, Internal Controls, Strategic Planning
Education
The University of Texas at Austin 1970 — 1972
BBA, Accounting
Headwaters Construction Materials November 2003 - Present
The Sprint Companies 2001 - 2003
Heritage Bank 1995 - 2001
Prosperity Bank 1995 - 2001
Park 'N Go 1984 - 1998
Hines 1976 - 1981
Peat Marwick 1972 - 1976
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Accounting, Mergers, Accounts Payable, Mergers & Acquisitions, US GAAP, Loans, Banking, Cash Flow, Due Diligence, Financial Modeling, Real Estate, Budgets, CPA, Contract Negotiation, GAAP, Internal Controls, Strategic Planning
Education
The University of Texas at Austin 1970 — 1972
BBA, Accounting
Nancy Kenney, CPA (Dachille)'s Peat Marwick Experience August 1984 - September 1986
Job Controller at AAA Western and Central New York
Industry Accounting
Experience
AAA Western and Central New York Business ManagerWIVB-TVFebruary 1989 - February 2007
WIVB / WNLO Television 1989 - 2007
M&T Bank September 1986 - February 1989
Peat Marwick August 1984 - September 1986
Skills
Controller, Auditing, Accounting, Financial Reporting, Budgeting
Education
University at Buffalo 1982 — 1984
BS, Accounting
AAA Western and Central New York Business ManagerWIVB-TVFebruary 1989 - February 2007
WIVB / WNLO Television 1989 - 2007
M&T Bank September 1986 - February 1989
Peat Marwick August 1984 - September 1986
Skills
Controller, Auditing, Accounting, Financial Reporting, Budgeting
Education
University at Buffalo 1982 — 1984
BS, Accounting
Edward Miner's Peat Marwick Experience 1986 - 1987
Job Deputy Auditor General at City of Ottawa
Industry Government Administration
Experience
City of Ottawa September 2015 - Present
Virtus Consulting Inc. February 1996 - August 2015
Paragon Review and Consulting Inc. 1993 - 1996
Array Professionals 1992 - 1993
KPMG Audit 1987 - 1992
Peat Marwick 1986 - 1987
Arthur Andersen 1983 - 1986
Skills
Audit, Internal Controls, Internal Audit, Management Consulting, Governance, Auditing, Financial Analysis, Business Intelligence, Managerial Finance, Business Process..., Business Process, Business Analysis, Risk Management, Analysis, ERP, Financial Reporting, Financial Accounting, Business Planning, Change Management, Strategic Financial..., Process Improvement, Strategic Planning, Policy
Education
University of Calgary 1979 — 1983
B.Comm., Accounting
City of Ottawa September 2015 - Present
Virtus Consulting Inc. February 1996 - August 2015
Paragon Review and Consulting Inc. 1993 - 1996
Array Professionals 1992 - 1993
KPMG Audit 1987 - 1992
Peat Marwick 1986 - 1987
Arthur Andersen 1983 - 1986
Skills
Audit, Internal Controls, Internal Audit, Management Consulting, Governance, Auditing, Financial Analysis, Business Intelligence, Managerial Finance, Business Process..., Business Process, Business Analysis, Risk Management, Analysis, ERP, Financial Reporting, Financial Accounting, Business Planning, Change Management, Strategic Financial..., Process Improvement, Strategic Planning, Policy
Education
University of Calgary 1979 — 1983
B.Comm., Accounting
Joanna Yin Siegle's Peat Marwick Experience September 1976 - September 1978
Job CPA, inactive
Industry Accounting
Experience
Lizzie and Tommy 2009 - Present
Bank of America Treasury 1993 - 1996
Bank of America 1989 - 1993
Bank of America Accounting 1985 - 1989
Stauffer Chemical Company 1982 - 1985
Stauffer Chemical Company 1978 - 1982
Peat Marwick September 1976 - September 1978
Skills
Accounting, Budgeting, Testing, Banking, Analysis, Audit, Compliance, Documentation, Budgets, Management, SEC filings, Auditing, Financial Statements, Sarbanes-Oxley Act, Financial Reporting
Education
University of California, Berkeley - Walter A. Haas School of Business 1972 — 1976
BS, Business, emphasizing Accounting
Lizzie and Tommy 2009 - Present
Bank of America Treasury 1993 - 1996
Bank of America 1989 - 1993
Bank of America Accounting 1985 - 1989
Stauffer Chemical Company 1982 - 1985
Stauffer Chemical Company 1978 - 1982
Peat Marwick September 1976 - September 1978
Skills
Accounting, Budgeting, Testing, Banking, Analysis, Audit, Compliance, Documentation, Budgets, Management, SEC filings, Auditing, Financial Statements, Sarbanes-Oxley Act, Financial Reporting
Education
University of California, Berkeley - Walter A. Haas School of Business 1972 — 1976
BS, Business, emphasizing Accounting
Nancy Breetwor - Malone - Corman's Peat Marwick Experience 1966 - 1967
Job Independent Accounting Professional
Industry Accounting
Experience
Coopers & Lybrand Consulting 1978 - 1981
Wolf & Company 1972 - 1976
Milton J. Katz 1967 - 1972
Peat Marwick 1966 - 1967
Education
University of California, Los Angeles 1962 — 1966
BA, Business
Coopers & Lybrand Consulting 1978 - 1981
Wolf & Company 1972 - 1976
Milton J. Katz 1967 - 1972
Peat Marwick 1966 - 1967
Education
University of California, Los Angeles 1962 — 1966
BA, Business
Mark George's Peat Marwick Experience 1985 - 1989
Job Vice President at First Capital Bank of Kentucky
Industry Banking
Experience
First Capital Bank of Kentucky 2006 - Present
Irwin Union Bank 2004 - 2006
Stock Yards Bank & Trust 1989 - 2004
Peat Marwick 1985 - 1989
Skills
Marketing, Investments, Credit, Banking, Internal Controls, Accounting, Strategic Financial..., Loans, Strategic Planning, Asset Management, Financial Analysis, Commercial Banking, Budgets, Credit Analysis, Leadership, Cash Management, New Business Development, Risk Management, Team Building, Finance, Financial Reporting, Auditing, Portfolio Management, Commercial Lending, Sales, Financial Modeling, Small Business, Cash Flow, Mortgage Lending, Financial Planning
Education
University of Kentucky 1979 — 1983
Bachelor of Science (B.S.) Double Major, Accounting and Economics
Ballard High School 1975 — 1979
First Capital Bank of Kentucky 2006 - Present
Irwin Union Bank 2004 - 2006
Stock Yards Bank & Trust 1989 - 2004
Peat Marwick 1985 - 1989
Skills
Marketing, Investments, Credit, Banking, Internal Controls, Accounting, Strategic Financial..., Loans, Strategic Planning, Asset Management, Financial Analysis, Commercial Banking, Budgets, Credit Analysis, Leadership, Cash Management, New Business Development, Risk Management, Team Building, Finance, Financial Reporting, Auditing, Portfolio Management, Commercial Lending, Sales, Financial Modeling, Small Business, Cash Flow, Mortgage Lending, Financial Planning
Education
University of Kentucky 1979 — 1983
Bachelor of Science (B.S.) Double Major, Accounting and Economics
Ballard High School 1975 — 1979
Cecilia Colbert, CPA's Peat Marwick Experience September 1987 - September 1989
Job National Director, Financial Reporting at American Heart Association | American Stroke Association
Industry Accounting
Experience
American Heart Association American Stroke Association June 2013 - Present
The Art Institute of Dallas April 2009 - Present
VHA April 1997 - February 2008
Neiman Marcus September 1989 - April 1997
Neiman Marcus September 1989 - April 1991
Peat Marwick September 1987 - September 1989
Skills
Process Improvement, Financial Analysis, Forecasting, Budgets, Strategic Planning, Variance Analysis, Capital Budgeting, Financial Reporting, Accounting, Financial Forecasting, Leadership, Change Management, Microsoft Excel, Outlooksoft, Lawson General Ledger
Education
The University of Dallas 1997 — 2000
Master of Business Administration (MBA), Healthcare Administration
Texas A&M University 1985 — 1987
Bachelor of Business Administration (BBA), Accounting
American Heart Association American Stroke Association June 2013 - Present
The Art Institute of Dallas April 2009 - Present
VHA April 1997 - February 2008
Neiman Marcus September 1989 - April 1997
Neiman Marcus September 1989 - April 1991
Peat Marwick September 1987 - September 1989
Skills
Process Improvement, Financial Analysis, Forecasting, Budgets, Strategic Planning, Variance Analysis, Capital Budgeting, Financial Reporting, Accounting, Financial Forecasting, Leadership, Change Management, Microsoft Excel, Outlooksoft, Lawson General Ledger
Education
The University of Dallas 1997 — 2000
Master of Business Administration (MBA), Healthcare Administration
Texas A&M University 1985 — 1987
Bachelor of Business Administration (BBA), Accounting
Phil Rosenbaum's Peat Marwick Experience September 1983 - October 1987
Job XBRL Team Manager at Merrill Corporation
Industry Accounting
Experience
Merrill Corporation January 2010 - Present
Ameriprise Financial January 2006 - August 2009
St. Paul Travelers September 2003 - December 2005
Allianz Life January 2003 - September 2003
Allianz Life September 1999 - June 2002
Life USA July 1996 - August 1999
Life USA October 1992 - June 1996
Ernst & Young November 1987 - September 1992
Peat Marwick September 1983 - October 1987
Education
University of Iowa 1979 — 1983
BBA, Accounting
Merrill Corporation January 2010 - Present
Ameriprise Financial January 2006 - August 2009
St. Paul Travelers September 2003 - December 2005
Allianz Life January 2003 - September 2003
Allianz Life September 1999 - June 2002
Life USA July 1996 - August 1999
Life USA October 1992 - June 1996
Ernst & Young November 1987 - September 1992
Peat Marwick September 1983 - October 1987
Education
University of Iowa 1979 — 1983
BBA, Accounting
Bradley Timberlake's Peat Marwick Experience June 1978 - June 1980
Job Relationship Manager at BB&T
Industry Banking
Experience
BB&T October 2013 - Present
McLane Global February 2012 - September 2013
Bank of America October 1992 - January 2010
Texas Commerce Bank June 1980 - June 1984
Peat Marwick June 1978 - June 1980
Skills
Marketing Strategy, Social Media, Strategic Planning, Marketing, New Business Development, Marketing Communications, Direct Marketing, Customer Service, Email Marketing, Digital Marketing, Online Advertising, Integrated Marketing, Marketing Management, Social Media Marketing, Financial Services, Public Relations, Strategy, Business Development, Management, Business Strategy, CRM, Sales, Strategic Partnerships, Budgets, Business Planning, Negotiation, Contract Negotiation, Market Research, Forecasting, Team Building, Banking
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
BB&T October 2013 - Present
McLane Global February 2012 - September 2013
Bank of America October 1992 - January 2010
Texas Commerce Bank June 1980 - June 1984
Peat Marwick June 1978 - June 1980
Skills
Marketing Strategy, Social Media, Strategic Planning, Marketing, New Business Development, Marketing Communications, Direct Marketing, Customer Service, Email Marketing, Digital Marketing, Online Advertising, Integrated Marketing, Marketing Management, Social Media Marketing, Financial Services, Public Relations, Strategy, Business Development, Management, Business Strategy, CRM, Sales, Strategic Partnerships, Budgets, Business Planning, Negotiation, Contract Negotiation, Market Research, Forecasting, Team Building, Banking
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Jim Crute's Peat Marwick Experience 1970 - 1974
Job CEO at James Crute & Co.
Industry Computer Software
Experience
James Crute CPA 1982 - Present
James Crute & Co. 1982 - Present
Grinnel Manufacturing Co 1979 - 1982
First & Merchants Corp 1974 - 1979
Peat Marwick 1970 - 1974
Skills
Accounting, Quickbooks, Tax Preparation, Small Business..., Tax, Start-ups, QuickBooks, Finance, CPA, Small Business
Education
University of Richmond - Robins School of Business 1966 — 1970
BSBA, Accounting
James Crute CPA 1982 - Present
James Crute & Co. 1982 - Present
Grinnel Manufacturing Co 1979 - 1982
First & Merchants Corp 1974 - 1979
Peat Marwick 1970 - 1974
Skills
Accounting, Quickbooks, Tax Preparation, Small Business..., Tax, Start-ups, QuickBooks, Finance, CPA, Small Business
Education
University of Richmond - Robins School of Business 1966 — 1970
BSBA, Accounting
Merrill Weech's Peat Marwick Experience September 1969 - August 1971
Job Consultant at O.A.R.S. Companies, Inc.
Industry Leisure, Travel & Tourism
Experience
O.A.R.S. Companies, Inc. 2012 - Present
O.A.R.S. Companies, Inc. July 1989 - June 2012
Peat Marwick September 1969 - August 1971
Skills
Data Privacy, Editing
Education
University of California, Berkeley 1965 — 1969
J.D., M.B.A., B.A., Law, Business, Political Science
University of Utah
no degree
O.A.R.S. Companies, Inc. 2012 - Present
O.A.R.S. Companies, Inc. July 1989 - June 2012
Peat Marwick September 1969 - August 1971
Skills
Data Privacy, Editing
Education
University of California, Berkeley 1965 — 1969
J.D., M.B.A., B.A., Law, Business, Political Science
University of Utah
no degree
Devin Hollands's Peat Marwick Experience 1984 - 1985
Job Owner at Pacific Distributing Company
Industry Management Consulting
Experience
New England Consulting Partners OwnerPacific Distributing CompanyOctober 1989 - Present
Devin's Lucky Store #1 1989 - 1998
Peat Marwick 1984 - 1985
Skills
Small Business, Business Development, Strategic Planning, Entrepreneurship, Interim Management, Internet Entrepreneur
Education
State University of New York at Buffalo 1980 — 1984
Bachelor of Science (BS), Accounting
New England Consulting Partners OwnerPacific Distributing CompanyOctober 1989 - Present
Devin's Lucky Store #1 1989 - 1998
Peat Marwick 1984 - 1985
Skills
Small Business, Business Development, Strategic Planning, Entrepreneurship, Interim Management, Internet Entrepreneur
Education
State University of New York at Buffalo 1980 — 1984
Bachelor of Science (BS), Accounting
James Hoffman, CPA's Peat Marwick Experience January 1980 - August 1983
Job Chief Financial Officer at Portrait Construction, Inc. / TD Properties
Industry Financial Services
Experience
Portrait Construction, Inc. / TD Properties April 2013 - Present
Global Productivity Solutions July 2010 - April 2013
Fiesta Foods August 2006 - May 2009
Ready Pac Foods October 1997 - August 2006
General Dynamics August 1983 - December 1992
Peat Marwick January 1980 - August 1983
Skills
Food Manufacturing, Produce - Procurement,..., Retail Grocery, Government Contracting, Public Sector Accounting, Auditing, Financial Controlling, Financial Reporting, Financial Analysis, Financial Modeling, Cost Accounting, Budgeting - Operations,..., Cash Management, Cash Flow Forecasting, Real Estate Financing, Lease Financing, Business Acquisition..., Lines Of Credit, Banking Relationships, Commercial Real Estate..., Business Acquisition, Mergers, Acquisition Due..., Negotiations -..., Legal Documents, IT Management, Distribution Center..., Six Sigma, Process Improvement -..., Accounting, Analysis, Business Process..., Business, Cross-functional Team..., Due Diligence, Manufacturing, Mergers, Business Strategy, Change Management, Contract Negotiation, Finance, Financial Planners, Grocery, Management, Management Consulting, Operational Excellence, Performance Improvement, Process Engineering, Process Improvement, Real Estate
Education
University of Missouri-Columbia, College of Business 1975 — 1979
BSBA, Accounting
Portrait Construction, Inc. / TD Properties April 2013 - Present
Global Productivity Solutions July 2010 - April 2013
Fiesta Foods August 2006 - May 2009
Ready Pac Foods October 1997 - August 2006
General Dynamics August 1983 - December 1992
Peat Marwick January 1980 - August 1983
Skills
Food Manufacturing, Produce - Procurement,..., Retail Grocery, Government Contracting, Public Sector Accounting, Auditing, Financial Controlling, Financial Reporting, Financial Analysis, Financial Modeling, Cost Accounting, Budgeting - Operations,..., Cash Management, Cash Flow Forecasting, Real Estate Financing, Lease Financing, Business Acquisition..., Lines Of Credit, Banking Relationships, Commercial Real Estate..., Business Acquisition, Mergers, Acquisition Due..., Negotiations -..., Legal Documents, IT Management, Distribution Center..., Six Sigma, Process Improvement -..., Accounting, Analysis, Business Process..., Business, Cross-functional Team..., Due Diligence, Manufacturing, Mergers, Business Strategy, Change Management, Contract Negotiation, Finance, Financial Planners, Grocery, Management, Management Consulting, Operational Excellence, Performance Improvement, Process Engineering, Process Improvement, Real Estate
Education
University of Missouri-Columbia, College of Business 1975 — 1979
BSBA, Accounting
Dan Lavis's Peat Marwick Experience June 1979 - November 1983
Job Shareholder at Levitzacks, CPAs
Industry Accounting
Experience
Levitzacks, CPAs November 1983 - Present
Peat Marwick June 1979 - November 1983
Skills
Tax, Income Tax, S Corporations, High Net Worth..., CPA, Corporate Tax, Tax Preparation, Partnership Taxation, Tax Research, Tax Law, Estate Tax Planning, Tax Returns, Accounting, IRS
Education
The University of Texas at Austin - Red McCombs School of Business 1974 — 1979
BBA,MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 1974 — 1979
Bachelor of Business Administration (BBA), Master in Professional Accounting (MPA)
Levitzacks, CPAs November 1983 - Present
Peat Marwick June 1979 - November 1983
Skills
Tax, Income Tax, S Corporations, High Net Worth..., CPA, Corporate Tax, Tax Preparation, Partnership Taxation, Tax Research, Tax Law, Estate Tax Planning, Tax Returns, Accounting, IRS
Education
The University of Texas at Austin - Red McCombs School of Business 1974 — 1979
BBA,MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 1974 — 1979
Bachelor of Business Administration (BBA), Master in Professional Accounting (MPA)
James Giunta's Peat Marwick Experience August 1969 - May 1975
Job Director of Productivity Improvement at AutoNation
Industry Automotive
Experience
AutoNation General ManagerHall AutomallJune 1992 - December 2002
Bay Automotive April 1984 - June 1992
JM Pontiac, a subsidiary of JM Enterprises February 1980 - March 1984
Superior Pontiac May 1975 - February 1980
Peat Marwick August 1969 - May 1975
Education
University of South Florida
Bachelor's degree, Accounting
AutoNation General ManagerHall AutomallJune 1992 - December 2002
Bay Automotive April 1984 - June 1992
JM Pontiac, a subsidiary of JM Enterprises February 1980 - March 1984
Superior Pontiac May 1975 - February 1980
Peat Marwick August 1969 - May 1975
Education
University of South Florida
Bachelor's degree, Accounting
Patsy J. Kowal's Peat Marwick Experience July 1985 - June 1990
Job TAX MANAGER at PIASCIK & ASSOCIATES
Industry Accounting
Experience
PIASCIK November 2005 - Present
Circuit City 1990 - 1993
Peat Marwick July 1985 - June 1990
Skills
Corporate Tax, Tax, Partnership Taxation, Tax Accounting, Accounting, Sales Tax, GAAP
Education
University of Richmond - Robins School of Business 1981 — 1985
B.A., Accounting
PIASCIK November 2005 - Present
Circuit City 1990 - 1993
Peat Marwick July 1985 - June 1990
Skills
Corporate Tax, Tax, Partnership Taxation, Tax Accounting, Accounting, Sales Tax, GAAP
Education
University of Richmond - Robins School of Business 1981 — 1985
B.A., Accounting
Anne Willoughby Nelson's Peat Marwick Experience 1982 - 1984
Job Residential Real Estate Agent at Madison House, Ltd.
Industry Real Estate
Experience
Madison House, Ltd. January 1991 - Present
Hal Riney & Partners - Advertising January 1985 - May 1988
Peat Marwick 1982 - 1984
Education
Stanford University
Bachelor of Arts (BA), Economics
Madison House, Ltd. January 1991 - Present
Hal Riney & Partners - Advertising January 1985 - May 1988
Peat Marwick 1982 - 1984
Education
Stanford University
Bachelor of Arts (BA), Economics
Ben Cabeza's Peat Marwick Experience December 1973 - July 1975
Job
Industry Education Management
Experience
San Marcos Baptist Academy September 1978 - June 2004
Peat Marwick December 1973 - July 1975
USAF August 1968 - July 1970
Skills
Windows, Research, Outlook, Photoshop
Education
Trinity University 1975 — 1978
Master of Business Administration (MBA), Economics, 4.
Trinty University - San Antonio, TX 1971 — 1973
Bachelor's degree, Accounting and Finance, 4.
AFiT (Ohio State) 1967 — 1968
Master of Science (MS), Logistics, Materials, and Supply Chain Management
Baylor University; AFIT (Ohio State), Trinity University (BA'60; MS'68; BS'74; MBA'78 1956 — 1960
Bachelor of Arts (B.A.), History, English, Education
San Marcos Baptist Academy September 1978 - June 2004
Peat Marwick December 1973 - July 1975
USAF August 1968 - July 1970
Skills
Windows, Research, Outlook, Photoshop
Education
Trinity University 1975 — 1978
Master of Business Administration (MBA), Economics, 4.
Trinty University - San Antonio, TX 1971 — 1973
Bachelor's degree, Accounting and Finance, 4.
AFiT (Ohio State) 1967 — 1968
Master of Science (MS), Logistics, Materials, and Supply Chain Management
Baylor University; AFIT (Ohio State), Trinity University (BA'60; MS'68; BS'74; MBA'78 1956 — 1960
Bachelor of Arts (B.A.), History, English, Education
Wes Emerson's Peat Marwick Experience May 1970 - July 1974
Job President/CEO.Chairman at AZOMITE Mineral Products, Inc.
Industry Mining & Metals
Experience
AZOMITE Mineral Products, Inc. 1988 - Present
Peat Marwick May 1970 - July 1974
Skills
Sales, Strategic Planning, Budgets, Accounting
Education
University of Kansas - Graduate School of Business 1968 — 1970
Accounting and Business
AZOMITE Mineral Products, Inc. 1988 - Present
Peat Marwick May 1970 - July 1974
Skills
Sales, Strategic Planning, Budgets, Accounting
Education
University of Kansas - Graduate School of Business 1968 — 1970
Accounting and Business
Jan Simpson's Peat Marwick Experience 1979 - 1983
Job Director of Finance and Administration at Simpson Design & Development
Industry Automotive
Experience
Simpson Services September 2014 - Present
Bee's Friend Garden Care, a division of Simpson Services September 2014 - Present
Simpson Design & Development, a division of Contemporary Classics of WA, Inc. 1992 - Present
Edmonds School District September 2004 - June 2010
Mitchell Energy and Development Corp. 1985 - 1991
Peat Marwick 1979 - 1983
Skills
Writing, Excel, Editing, Creative Writing, Non-profits, Public Speaking, Fundraising, Teaching, Research, Event Management, Social Networking, Community Outreach, Microsoft Office, Coaching, Accounting, Customer Service, Copy Editing, Event Planning, Social Media
Education
University 1972 — 1976
Bachelor of Arts (B.A.), Economics
Simpson Services September 2014 - Present
Bee's Friend Garden Care, a division of Simpson Services September 2014 - Present
Simpson Design & Development, a division of Contemporary Classics of WA, Inc. 1992 - Present
Edmonds School District September 2004 - June 2010
Mitchell Energy and Development Corp. 1985 - 1991
Peat Marwick 1979 - 1983
Skills
Writing, Excel, Editing, Creative Writing, Non-profits, Public Speaking, Fundraising, Teaching, Research, Event Management, Social Networking, Community Outreach, Microsoft Office, Coaching, Accounting, Customer Service, Copy Editing, Event Planning, Social Media
Education
University 1972 — 1976
Bachelor of Arts (B.A.), Economics
Alicia Stahl's Peat Marwick Experience 1982 - 1986
Job Technology Facilitator at Matula Elementary School
Industry E-Learning
Experience
Jameson Manor Farm Legal Secretary/ParalegalBaker & McKenzieNovember 1987 - February 1999
Peat Marwick 1982 - 1986
Education
University of Maryland University College 2000 — 2007
MS, Electronic Commerce
University of Maryland University College 1990 — 1999
BS, Paralegal Studies
Jameson Manor Farm Legal Secretary/ParalegalBaker & McKenzieNovember 1987 - February 1999
Peat Marwick 1982 - 1986
Education
University of Maryland University College 2000 — 2007
MS, Electronic Commerce
University of Maryland University College 1990 — 1999
BS, Paralegal Studies
Richard Hylant's Peat Marwick Experience 1984 - 1987
Job President at Hylant
Industry Insurance
Experience
Hylant 1996 - Present
Peat Marwick 1984 - 1987
Skills
Brokers, Health Insurance, Property & Casualty..., Underwriting, General Insurance, Insurance Brokerage, Professional Liability, Umbrella Insurance, Commercial Insurance, Mergers & Acquisitions, Employment Practices..., Sales Management, Disability Insurance, Legal Liability, Budgets, Casualty, Sales, Employee Benefits, Captives, Leadership, Product Liability, Small Business, Customer Service, Mergers, Claims Management, Workers Compensation, Inland Marine, D&O
Education
University of Michigan 1980 — 1984
Bachelor of General Studies, Accounting
St. John's Jesuit High School 1976 — 1980
Hylant 1996 - Present
Peat Marwick 1984 - 1987
Skills
Brokers, Health Insurance, Property & Casualty..., Underwriting, General Insurance, Insurance Brokerage, Professional Liability, Umbrella Insurance, Commercial Insurance, Mergers & Acquisitions, Employment Practices..., Sales Management, Disability Insurance, Legal Liability, Budgets, Casualty, Sales, Employee Benefits, Captives, Leadership, Product Liability, Small Business, Customer Service, Mergers, Claims Management, Workers Compensation, Inland Marine, D&O
Education
University of Michigan 1980 — 1984
Bachelor of General Studies, Accounting
St. John's Jesuit High School 1976 — 1980
Tim Schwarzer's Peat Marwick Experience 1970 - 1971
Job CEO at Western Management Group
Industry Human Resources
Experience
Western Management Group January 1972 - Present
Peat Marwick 1970 - 1971
Memorex 1967 - 1970
Lenkurt Electric 1965 - 1967
United States Air Force 1960 - 1965
Education
University of California, Berkeley 1955 — 1959
Bachelor's degree, Psychology
Western Management Group January 1972 - Present
Peat Marwick 1970 - 1971
Memorex 1967 - 1970
Lenkurt Electric 1965 - 1967
United States Air Force 1960 - 1965
Education
University of California, Berkeley 1955 — 1959
Bachelor's degree, Psychology
Stanley Sapp's Peat Marwick Experience 1983 - 1987
Job President at Distinction Hospitality, Inc.
Industry Furniture
Experience
Distinction Hospitality, Inc. April 2014 - Present
Phoenix Business Solutions March 2013 - March 2014
Kimball Hospitality 2002 - March 2013
Aspen Furniture 1997 - 2001
American Drew, A LADD Furniture Company 1994 - 1997
Mannington Ceramic 1993 - 1994
Wysong & Miles 1987 - 1993
Peat Marwick 1983 - 1987
Skills
Strategic Vision &..., Operational Excellence, Turn Around Management, Profitable Growth, International Relations, Supply Chain Management, Team Building, Hospitality Furniture, Residential Furniture, Machine Tools, Flooring, Break-even Analysis, Finance, Product Development, Sales Management, Manufacturing, Execution of Business..., Acquisitions, Start-ups, Competitive Analysis
Education
University of North Carolina at Chapel Hill 1979 — 1983
Distinction Hospitality, Inc. April 2014 - Present
Phoenix Business Solutions March 2013 - March 2014
Kimball Hospitality 2002 - March 2013
Aspen Furniture 1997 - 2001
American Drew, A LADD Furniture Company 1994 - 1997
Mannington Ceramic 1993 - 1994
Wysong & Miles 1987 - 1993
Peat Marwick 1983 - 1987
Skills
Strategic Vision &..., Operational Excellence, Turn Around Management, Profitable Growth, International Relations, Supply Chain Management, Team Building, Hospitality Furniture, Residential Furniture, Machine Tools, Flooring, Break-even Analysis, Finance, Product Development, Sales Management, Manufacturing, Execution of Business..., Acquisitions, Start-ups, Competitive Analysis
Education
University of North Carolina at Chapel Hill 1979 — 1983
Edrie Kioski's Peat Marwick Experience September 1971 - September 1973
Job Developer at Rose Technology, Inc
Industry Information Technology and Services
Experience
Rose Technology, Inc July 1999 - Present
United Pain Center July 2007 - March 2013
Peat Marwick September 1971 - September 1973
Skills
Healthcare, EHR, Software Documentation, Teaching, SQL, Marketing Strategy, Hospitals, Medicine, HTML, Team Building, Microsoft Office, Customer Service, New Business Development, Project Management, Microsoft Word, Healthcare Information..., Microsoft Excel, Research, Healthcare Management, Informatics, Budgets
Education
University of California, Irvine - College of Medicine 1979 — 1983
MD., Medicine
Rose Technology, Inc July 1999 - Present
United Pain Center July 2007 - March 2013
Peat Marwick September 1971 - September 1973
Skills
Healthcare, EHR, Software Documentation, Teaching, SQL, Marketing Strategy, Hospitals, Medicine, HTML, Team Building, Microsoft Office, Customer Service, New Business Development, Project Management, Microsoft Word, Healthcare Information..., Microsoft Excel, Research, Healthcare Management, Informatics, Budgets
Education
University of California, Irvine - College of Medicine 1979 — 1983
MD., Medicine
Bruce Ladin's Peat Marwick Experience January 1985 - January 1988
Job SAP ABAP Computer Programmer at Independent Consultant
Industry Computer Software
Experience
Independent Consultant June 2010 - Present
Pactiv June 1991 - June 2010
Applied Informatiuon Development (AID) January 1988 - June 1991
Peat Marwick January 1985 - January 1988
CNA Insurance January 1980 - January 1985
FMC January 1975 - January 1980
Touche Ross January 1970 - January 1975
Education
University of Illinois at Urbana-Champaign 1962 — 1966
Independent Consultant June 2010 - Present
Pactiv June 1991 - June 2010
Applied Informatiuon Development (AID) January 1988 - June 1991
Peat Marwick January 1985 - January 1988
CNA Insurance January 1980 - January 1985
FMC January 1975 - January 1980
Touche Ross January 1970 - January 1975
Education
University of Illinois at Urbana-Champaign 1962 — 1966
Charles A. Barber's Peat Marwick Experience 1984 - 1986
Job Senior Vice President/Commercial Lending at American Heartland Bank and Trust
Industry Financial Services
Experience
American Heartland Bank and Trust April 2015 - Present
Old Second National Bank March 2013 - April 2015
Providence Bank January 2011 - March 2013
Financial Consulting Services August 2010 - February 2011
First State Bank of Illinois June 2008 - August 2010
First Choice Bank July 2001 - June 2008
American National Bank & Trust Co of Chicago 1986 - 1994
Peat Marwick 1984 - 1986
Arthur Andersen & Co. 1982 - 1984
Skills
Banking, Commercial Lending, Executive Management, Cash Management, Commercial Banking, Financial Analysis, New Business Development, Commercial Mortgages, Management Consulting, Small Business Lending, Auditing, Church Lending, Customer relationship..., Finance, Loans, Credit, Business Development, Treasury Management, Credit Analysis, Mergers & Acquisitions, Leadership, Portfolio Management, CRM, Financial Services, Loan Origination, Risk Management, Asset Based Lending, Management
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Accountancy
PHS
American Heartland Bank and Trust April 2015 - Present
Old Second National Bank March 2013 - April 2015
Providence Bank January 2011 - March 2013
Financial Consulting Services August 2010 - February 2011
First State Bank of Illinois June 2008 - August 2010
First Choice Bank July 2001 - June 2008
American National Bank & Trust Co of Chicago 1986 - 1994
Peat Marwick 1984 - 1986
Arthur Andersen & Co. 1982 - 1984
Skills
Banking, Commercial Lending, Executive Management, Cash Management, Commercial Banking, Financial Analysis, New Business Development, Commercial Mortgages, Management Consulting, Small Business Lending, Auditing, Church Lending, Customer relationship..., Finance, Loans, Credit, Business Development, Treasury Management, Credit Analysis, Mergers & Acquisitions, Leadership, Portfolio Management, CRM, Financial Services, Loan Origination, Risk Management, Asset Based Lending, Management
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Accountancy
PHS
Bob Decker's Peat Marwick Experience June 1982 - May 1985
Job Product Manager Lubrication at Livingston & Haven
Industry Industrial Automation
Experience
Livingston and Haven May 2014 - Present
Livingston & Haven July 2002 - Present
Livingston & Haven January 2007 - December 2011
Andek Lubrication Systems 1985 - 2002
Peat Marwick June 1982 - May 1985
Skills
New Business Development, Strategic Planning, Management, Sales Management, Account Management, Manufacturing, Forecasting, Product Management, Sales, Contract Negotiation, Hydraulics, Automation, Sales Operations, Negotiation, Product Development, International Sales, Key Account Management, P&L Management, Team Building, Budgets, Business Development, Strategy, Selling, Direct Sales
Education
University of Kentucky 1978 — 1982
Bachelor's Degree, Accounting
University of Kentucky 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting
Livingston and Haven May 2014 - Present
Livingston & Haven July 2002 - Present
Livingston & Haven January 2007 - December 2011
Andek Lubrication Systems 1985 - 2002
Peat Marwick June 1982 - May 1985
Skills
New Business Development, Strategic Planning, Management, Sales Management, Account Management, Manufacturing, Forecasting, Product Management, Sales, Contract Negotiation, Hydraulics, Automation, Sales Operations, Negotiation, Product Development, International Sales, Key Account Management, P&L Management, Team Building, Budgets, Business Development, Strategy, Selling, Direct Sales
Education
University of Kentucky 1978 — 1982
Bachelor's Degree, Accounting
University of Kentucky 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting
Gene Vause's Peat Marwick Experience July 1976 - July 1979
Job Sr VP Finance & Accounting
Industry Accounting
Experience
Evolve Bank and Trust 2011 - Present
First Mortgage Strategies Group, Inc. May 1984 - January 2011
International Shipholding August 1979 - February 1984
Peat Marwick July 1976 - July 1979
Skills
Process Improvement, Accounting, Budgets, Account Management, Banking, Business Strategy, Leadership, Team Building, Strategic Planning, Management, Financial Analysis, Operations Management, Financial Reporting, Forecasting, Internal Controls, Risk Management
Education
University of Mississippi 1972 — 1976
BBA, Accounting
University of Mississippi - School of Business Administration 1972 — 1976
BBA, Accounting
Evolve Bank and Trust 2011 - Present
First Mortgage Strategies Group, Inc. May 1984 - January 2011
International Shipholding August 1979 - February 1984
Peat Marwick July 1976 - July 1979
Skills
Process Improvement, Accounting, Budgets, Account Management, Banking, Business Strategy, Leadership, Team Building, Strategic Planning, Management, Financial Analysis, Operations Management, Financial Reporting, Forecasting, Internal Controls, Risk Management
Education
University of Mississippi 1972 — 1976
BBA, Accounting
University of Mississippi - School of Business Administration 1972 — 1976
BBA, Accounting
Barney Mooney's Peat Marwick Experience June 1974 - October 1978
Job Controller
Industry Accounting
Experience
Geary LSF Group, Inc March 2002 - July 2013
H. G. Makelim Co. March 1993 - February 2002
California Casualty Management Company November 1978 - June 1992
Peat Marwick June 1974 - October 1978
Skills
Mergers, E-commerce, Start-ups, Project Management, Analytics, Online Marketing, Financial Accounting, Due Diligence, Human Resources, Integrated Marketing, Mergers & Acquisitions, SEO, Risk Management, Leadership, Management, Strategy, Accounting, Revenue Recognition, Executive Management, Advertising, Auditing, US GAAP, Budgets, Consolidation, SEC filings, GAAP, Financial Analysis, Financial Audits, Analysis, Cash Flow, Financial Reporting, Internal Controls
Education
University of San Francisco 1969 — 1974
BS, Accounting Specialist
Geary LSF Group, Inc March 2002 - July 2013
H. G. Makelim Co. March 1993 - February 2002
California Casualty Management Company November 1978 - June 1992
Peat Marwick June 1974 - October 1978
Skills
Mergers, E-commerce, Start-ups, Project Management, Analytics, Online Marketing, Financial Accounting, Due Diligence, Human Resources, Integrated Marketing, Mergers & Acquisitions, SEO, Risk Management, Leadership, Management, Strategy, Accounting, Revenue Recognition, Executive Management, Advertising, Auditing, US GAAP, Budgets, Consolidation, SEC filings, GAAP, Financial Analysis, Financial Audits, Analysis, Cash Flow, Financial Reporting, Internal Controls
Education
University of San Francisco 1969 — 1974
BS, Accounting Specialist
Ira Kaye Hickam's Peat Marwick Experience 1980 - 1985
Job Accounting Instructor
Industry Accounting
Experience
Kaskaskia College January 2012 - Present
The Walt Disney Company 1985 - 1989
Peat Marwick 1980 - 1985
Skills
Certified Public...
Education
University of Mississippi
Masters of Accountancy, Accounting
Kaskaskia College January 2012 - Present
The Walt Disney Company 1985 - 1989
Peat Marwick 1980 - 1985
Skills
Certified Public...
Education
University of Mississippi
Masters of Accountancy, Accounting
John Alsup's Peat Marwick Experience 1978 - 1982
Job
Industry Import and Export
Experience
Peat Marwick 1978 - 1982
Education
The University of Texas at El Paso 1974 — 1978
BBA, Accounting
Peat Marwick 1978 - 1982
Education
The University of Texas at El Paso 1974 — 1978
BBA, Accounting
Ron Boemi's Peat Marwick Experience June 1973 - September 1976
Job Accounting Professional
Industry Accounting
Experience
CPO LTD May 1996 - June 2011
Self Employed January 1989 - May 1996
Velodyne Acoustics, Inc. January 1988 - January 1989
IXYS Corporation October 1984 - December 1987
Anatros Corporation April 1982 - October 1984
Xerox Corporation September 1976 - April 1982
Peat Marwick June 1973 - September 1976
Skills
Strategic Planning, Management, Training, Budgets, Access
Education
University of Hartford
BS, Accounting
CPO LTD May 1996 - June 2011
Self Employed January 1989 - May 1996
Velodyne Acoustics, Inc. January 1988 - January 1989
IXYS Corporation October 1984 - December 1987
Anatros Corporation April 1982 - October 1984
Xerox Corporation September 1976 - April 1982
Peat Marwick June 1973 - September 1976
Skills
Strategic Planning, Management, Training, Budgets, Access
Education
University of Hartford
BS, Accounting
Jerry Jacobson's Peat Marwick Experience June 1970 - October 1976
Job Owner, Jacobson & Co.
Industry Accounting
Experience
Jacobson & Co. , CPA October 1976 - Present
Peat Marwick June 1970 - October 1976
Skills
Business consulting, Accounting & auditing, Taxation - business &..., Nonprofits, Management Consulting, Vendor Management, Financial Reporting, Project Planning, Auditing, Strategic Planning, Tax, Accounting, Entrepreneurship, Management, Financial Accounting, Budgets, Business Intelligence, CPA, Due Diligence, Finance, Integration, Strategic Financial..., Business Strategy, Program Management, Financial Analysis, Investments, Start-ups, Mergers & Acquisitions, Tax Preparation, Process Improvement, Customer Service, Business Analysis
Education
Syracuse University 1966 — 1970
Batchelor of science, Business administration
Jacobson & Co. , CPA October 1976 - Present
Peat Marwick June 1970 - October 1976
Skills
Business consulting, Accounting & auditing, Taxation - business &..., Nonprofits, Management Consulting, Vendor Management, Financial Reporting, Project Planning, Auditing, Strategic Planning, Tax, Accounting, Entrepreneurship, Management, Financial Accounting, Budgets, Business Intelligence, CPA, Due Diligence, Finance, Integration, Strategic Financial..., Business Strategy, Program Management, Financial Analysis, Investments, Start-ups, Mergers & Acquisitions, Tax Preparation, Process Improvement, Customer Service, Business Analysis
Education
Syracuse University 1966 — 1970
Batchelor of science, Business administration
Fredric Astle's Peat Marwick Experience August 1965 - June 1968
Job Assistant to President at NY Waterway
Industry Transportation/Trucking/Railroad
Experience
NY Waterway July 2007 - Present
A-P-A transport Corp. October 1986 - June 2007
Port Imperial Ferry Corp October 1986 - July 1995
Sanborn's Motor Express June 1968 - October 1986
Peat Marwick August 1965 - June 1968
Education
University of Massachusetts, Amherst 1964 — 1965
Master's degree, Accounting
NY Waterway July 2007 - Present
A-P-A transport Corp. October 1986 - June 2007
Port Imperial Ferry Corp October 1986 - July 1995
Sanborn's Motor Express June 1968 - October 1986
Peat Marwick August 1965 - June 1968
Education
University of Massachusetts, Amherst 1964 — 1965
Master's degree, Accounting
Harry Brinsden's Peat Marwick Experience 1980 - 1983
Job Independent Law Practice Professional
Industry Law Practice
Experience
General Motors Corporation 1998 - 2008
General Motors Corporation 1988 - 1997
Peat Marwick 1980 - 1983
Internal Revenue Service 1977 - 1980
Skills
Tax, Corporate Tax, Tax Law, Due Diligence, Restructuring, Internal Controls, Tax Accounting, Mergers & Acquisitions, Transfer Pricing, US Tax, International Tax, Sarbanes-Oxley Act, Legal Research, Income Tax, State Tax, Tax Research, Tax Preparation, Accounting, Sales Tax, Auditing, SEC filings, Use Tax, Tax Returns, CPA
Education
Wayne State University 1981 — 1985
LL M, Taxation
University of Detroit Mercy 1970 — 1973
JD, Law
University of Detroit 1962 — 1967
Bachelor of Science (B.S.), Accounting
General Motors Corporation 1998 - 2008
General Motors Corporation 1988 - 1997
Peat Marwick 1980 - 1983
Internal Revenue Service 1977 - 1980
Skills
Tax, Corporate Tax, Tax Law, Due Diligence, Restructuring, Internal Controls, Tax Accounting, Mergers & Acquisitions, Transfer Pricing, US Tax, International Tax, Sarbanes-Oxley Act, Legal Research, Income Tax, State Tax, Tax Research, Tax Preparation, Accounting, Sales Tax, Auditing, SEC filings, Use Tax, Tax Returns, CPA
Education
Wayne State University 1981 — 1985
LL M, Taxation
University of Detroit Mercy 1970 — 1973
JD, Law
University of Detroit 1962 — 1967
Bachelor of Science (B.S.), Accounting
John Shu's Peat Marwick Experience 1985 - 1987
Job CEO at Paperocks
Industry Paper & Forest Products
Experience
Paperocks 2005 - Present
Sonic Automotive Group 2002 - 2005
Shen Automotive Group 1989 - 2002
PwC 1987 - 1989
Peat Marwick 1985 - 1987
Arthur Andersen 1984 - 1985
Skills
Microsoft Excel, Strategic Planning, Negotiation, Project Management, Microsoft Word, Process Improvement, Manufacturing, PowerPoint, Customer Service, Continuous Improvement, Change Management
Education
UC Berkeley 1983 — 1987
Bachelor of Science (BS), Accounting/Finance
Stanford Graduate School of Business
Paperocks 2005 - Present
Sonic Automotive Group 2002 - 2005
Shen Automotive Group 1989 - 2002
PwC 1987 - 1989
Peat Marwick 1985 - 1987
Arthur Andersen 1984 - 1985
Skills
Microsoft Excel, Strategic Planning, Negotiation, Project Management, Microsoft Word, Process Improvement, Manufacturing, PowerPoint, Customer Service, Continuous Improvement, Change Management
Education
UC Berkeley 1983 — 1987
Bachelor of Science (BS), Accounting/Finance
Stanford Graduate School of Business
John Schlosser's Peat Marwick Experience 1983 - 1985
Job Experienced Accounting Professional
Industry Accounting
Experience
Fabian Oil Inc. April 2007 - July 2011
Fabian Oil Inc. March 2005 - April 2007
Hertz 2003 - 2005
Hertz 2000 - 2003
Hertz 1995 - 2000
Hertz 1991 - 1995
Hertz 1987 - 1991
Flexi-Van Corporation 1985 - 1987
Peat Marwick 1983 - 1985
Skills
Budgeting, Analysis, Strategic Planning, Accounting, Risk Management, Financial Management, Cash Management, Forecasting, Systems Management, Debt Compliance, Insurance Administration, Facilities Management, Operations Management, Cost Containment, M&A due diligence
Education
University of Scranton 1979 — 1983
Bachelor of Science, Accounting
Fabian Oil Inc. April 2007 - July 2011
Fabian Oil Inc. March 2005 - April 2007
Hertz 2003 - 2005
Hertz 2000 - 2003
Hertz 1995 - 2000
Hertz 1991 - 1995
Hertz 1987 - 1991
Flexi-Van Corporation 1985 - 1987
Peat Marwick 1983 - 1985
Skills
Budgeting, Analysis, Strategic Planning, Accounting, Risk Management, Financial Management, Cash Management, Forecasting, Systems Management, Debt Compliance, Insurance Administration, Facilities Management, Operations Management, Cost Containment, M&A due diligence
Education
University of Scranton 1979 — 1983
Bachelor of Science, Accounting
Bill Repplinger's Peat Marwick Experience July 1982 - October 1984
Job CFO at General Service Foundation
Industry Nonprofit Organization Management
Experience
General Service Foundation 2001 - Present
CPA 2005 - 2012
Peat Marwick July 1982 - October 1984
Skills
Non-profit..., Trust Management
Education
University of Kansas 1979 — 1982
Bachelor of Science (BS), Accounting and Business/Management
General Service Foundation 2001 - Present
CPA 2005 - 2012
Peat Marwick July 1982 - October 1984
Skills
Non-profit..., Trust Management
Education
University of Kansas 1979 — 1982
Bachelor of Science (BS), Accounting and Business/Management
Janet Larmore's Peat Marwick Experience 1986 - 1987
Job Owner at Janet Larmore, CPA
Industry Accounting
Experience
Janet Larmore, CPA 2003 - Present
Reid Hanna & Company LLP 1993 - 2003
Greenpeace 1990 - 1992
Peat Marwick 1986 - 1987
PwC 1983 - 1986
Skills
Accounting, CPA, Nonprofits, Income Tax
Education
University of Puget Sound 1977 — 1982
BS, Accounting
Janet Larmore, CPA 2003 - Present
Reid Hanna & Company LLP 1993 - 2003
Greenpeace 1990 - 1992
Peat Marwick 1986 - 1987
PwC 1983 - 1986
Skills
Accounting, CPA, Nonprofits, Income Tax
Education
University of Puget Sound 1977 — 1982
BS, Accounting
Mary Jo O'Malley, CTFA's Peat Marwick Experience 1982 - 1983
Job Trust Administrative Officer at US Trust
Industry Financial Services
Experience
U.S. Trust 2007 - Present
U.S. Trust 1999 - 2011
Southern Optical Company 1998 - 1999
Southern Optical Company 1996 - 1998
Lighthouse Financial Corporation 1993 - 1996
Emerson Power Transmission 1989 - 1992
Ogilvy & Mather 1985 - 1989
United Brands Company 1983 - 1985
Peat Marwick 1982 - 1983
Education
University of Scranton
Bachelor's Degree, Accounting, Cum Laude
U.S. Trust 2007 - Present
U.S. Trust 1999 - 2011
Southern Optical Company 1998 - 1999
Southern Optical Company 1996 - 1998
Lighthouse Financial Corporation 1993 - 1996
Emerson Power Transmission 1989 - 1992
Ogilvy & Mather 1985 - 1989
United Brands Company 1983 - 1985
Peat Marwick 1982 - 1983
Education
University of Scranton
Bachelor's Degree, Accounting, Cum Laude
Cynthia DeFerrari's Peat Marwick Experience January 1982 - June 1985
Job
Industry
Experience
Hingham Public Schools September 2008 - Present
Hanover Public Schools October 2007 - June 2012
Rich DeFerrari Photography June 1996 - July 2007
Mass State Auditor's Office August 1985 - December 1995
Peat Marwick January 1982 - June 1985
Skills
Public Speaking, Customer Service, Classroom Instructor..., Managerial Skills, Creative and Strategic..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Recruitment Coordinator, Communications..., Office Administration, Executive Level..., Marketing Communications, Sales Presentations, PowerPoint, Photography, Recruiting, Creative Writing, Curriculum Design, Teaching, Press Releases, Research
Education
UMass Boston 2007 — 2007
Bachelor of Education (B.Ed.), Education
Boston State College
Bachelor of Science (B.S.), Education/English
Hingham Public Schools September 2008 - Present
Hanover Public Schools October 2007 - June 2012
Rich DeFerrari Photography June 1996 - July 2007
Mass State Auditor's Office August 1985 - December 1995
Peat Marwick January 1982 - June 1985
Skills
Public Speaking, Customer Service, Classroom Instructor..., Managerial Skills, Creative and Strategic..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Recruitment Coordinator, Communications..., Office Administration, Executive Level..., Marketing Communications, Sales Presentations, PowerPoint, Photography, Recruiting, Creative Writing, Curriculum Design, Teaching, Press Releases, Research
Education
UMass Boston 2007 — 2007
Bachelor of Education (B.Ed.), Education
Boston State College
Bachelor of Science (B.S.), Education/English
Kim Strenkowski's Peat Marwick Experience June 1979 - 1980
Job Senior Treasury Analyst at Trendmaker Homes
Industry Real Estate
Experience
Trendmaker Homes July 2001 - Present
Cities Service Company 1980 - 1983
Peat Marwick June 1979 - 1980
Skills
Budgets, Cash Management, Accounting, Cash Flow Forecasting, Real Estate, Auditing, Financial Accounting, Cash Flow
Education
University of Arkansas at Fayetteville 1975 — 1979
Accounting
Trendmaker Homes July 2001 - Present
Cities Service Company 1980 - 1983
Peat Marwick June 1979 - 1980
Skills
Budgets, Cash Management, Accounting, Cash Flow Forecasting, Real Estate, Auditing, Financial Accounting, Cash Flow
Education
University of Arkansas at Fayetteville 1975 — 1979
Accounting
Robert Yamauchi's Peat Marwick Experience 1978 - 1981
Job Partner at MacDonald Rudy Byrns O'Neill & Yamauchi, LLLP, LLP
Industry Law Practice
Experience
MacDonald Rudy Byrns O'Neill & Yamauchi, LLLP, LLP 2001 - Present
Pitluck Kido Sato Stone & Yamauchi 2000 - 2001
Tam O'Connor Henderson Taira & Yamauchi 1987 - 2000
Office of the Prosecuting Attorney of the City and County of Honolulu 1986 - 1987
Peat Marwick 1978 - 1981
Skills
Real Estate Law, Estate Planning, Taxation, Business Law, Construction Law, Trusts and Estates, Estate Law, Tax, CPA, Real Estate Development, Real Estate Transactions, Real Estate, Trusts, Property Law, Tax Law, Mergers & Acquisitions, Due Diligence, Strategic Planning, Contract Negotiation, Commercial Litigation
Education
University of Tulsa College of Law 1981 — 1984
Juris Doctor
University of Hawaii - College of Business Administration 1971 — 1977
Bachelor of Business Administration (BBA), Accounting
MacDonald Rudy Byrns O'Neill & Yamauchi, LLLP, LLP 2001 - Present
Pitluck Kido Sato Stone & Yamauchi 2000 - 2001
Tam O'Connor Henderson Taira & Yamauchi 1987 - 2000
Office of the Prosecuting Attorney of the City and County of Honolulu 1986 - 1987
Peat Marwick 1978 - 1981
Skills
Real Estate Law, Estate Planning, Taxation, Business Law, Construction Law, Trusts and Estates, Estate Law, Tax, CPA, Real Estate Development, Real Estate Transactions, Real Estate, Trusts, Property Law, Tax Law, Mergers & Acquisitions, Due Diligence, Strategic Planning, Contract Negotiation, Commercial Litigation
Education
University of Tulsa College of Law 1981 — 1984
Juris Doctor
University of Hawaii - College of Business Administration 1971 — 1977
Bachelor of Business Administration (BBA), Accounting
Mike Blalock's Peat Marwick Experience 1980 - 1982
Job Senior Financial Analyst at American Airlines
Industry Airlines/Aviation
Experience
American Airlines 1982 - Present
Peat Marwick 1980 - 1982
Skills
Microsoft Office, Certified Public..., Financial Analysis, Forecasting, CPA
Education
University of Arkansas at Fayetteville 1978 — 1980
Master of Science (M.S.), Accounting
University of Arkansas at Fayetteville 1974 — 1978
BSBA, Accounting
American Airlines 1982 - Present
Peat Marwick 1980 - 1982
Skills
Microsoft Office, Certified Public..., Financial Analysis, Forecasting, CPA
Education
University of Arkansas at Fayetteville 1978 — 1980
Master of Science (M.S.), Accounting
University of Arkansas at Fayetteville 1974 — 1978
BSBA, Accounting
Ed Ramirez Jr.'s Peat Marwick Experience September 1983 - April 1985
Job Managing Partner at Consolidated Towne East Holdings
Industry Real Estate
Experience
Self-employed May 1985 - Present
Consolidated Towne East Holdings 1985 - Present
Peat Marwick September 1983 - April 1985
Skills
Investments, Real Estate, Investment Properties, Real Estate Economics, Real Estate Transactions, Foreclosures, Commercial Real Estate, Property Management, Investors, Real Estate Development, Brokerage, Leases, Disposition, REO, Property, Strategic Planning, Contract Negotiation, Public Speaking
Education
Texas A&M University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Self-employed May 1985 - Present
Consolidated Towne East Holdings 1985 - Present
Peat Marwick September 1983 - April 1985
Skills
Investments, Real Estate, Investment Properties, Real Estate Economics, Real Estate Transactions, Foreclosures, Commercial Real Estate, Property Management, Investors, Real Estate Development, Brokerage, Leases, Disposition, REO, Property, Strategic Planning, Contract Negotiation, Public Speaking
Education
Texas A&M University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Gene/Lattie Lendon's Peat Marwick Experience 1960 - 1964
Job owner
Industry Accounting
Experience
Self-employed 1995 - Present
Globe Universal Sciences January 1970 - 1978
Peat Marwick 1960 - 1964
Education
Texas Tech University 1941 — 1950
Bachelor of Business Administration (BBA), Accounting
University of Tennessee-Knoxville 1943 — 1943
none, airforce preparatory
Self-employed 1995 - Present
Globe Universal Sciences January 1970 - 1978
Peat Marwick 1960 - 1964
Education
Texas Tech University 1941 — 1950
Bachelor of Business Administration (BBA), Accounting
University of Tennessee-Knoxville 1943 — 1943
none, airforce preparatory
Michael Mlecsko's Peat Marwick Experience 1978 - 1979
Job Tax at Valeo North America
Industry Automotive
Experience
Valeo North America September 1998 - Present
MMI Business Consulting 1991 - 2014
Packaging Corporation of America 1987 - 1991
Pyramid Brokerage Company 1985 - 1987
Niagara Trading Company May 1979 - June 1984
Peat Marwick 1978 - 1979
Touche Ross 1977 - 1978
Skills
Tax, Financial Accounting, Corporate Tax, Internal Controls, Financial Reporting, IFRS, Auditing, SAP, Financial Analysis, Financial Audits, Consolidation, Accounting, Automotive, ERP, Sarbanes-Oxley Act
Education
State University of New York College at Plattsburgh 1975 — 1977
Bachelor of Science (BS), Accounting and Finance, 3.8 major area of study
Valeo North America September 1998 - Present
MMI Business Consulting 1991 - 2014
Packaging Corporation of America 1987 - 1991
Pyramid Brokerage Company 1985 - 1987
Niagara Trading Company May 1979 - June 1984
Peat Marwick 1978 - 1979
Touche Ross 1977 - 1978
Skills
Tax, Financial Accounting, Corporate Tax, Internal Controls, Financial Reporting, IFRS, Auditing, SAP, Financial Analysis, Financial Audits, Consolidation, Accounting, Automotive, ERP, Sarbanes-Oxley Act
Education
State University of New York College at Plattsburgh 1975 — 1977
Bachelor of Science (BS), Accounting and Finance, 3.8 major area of study
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY