Experience
Seiwert & Associates, CPAs, P.C.   January 2011 - Present
Paul Seiwert Foundation   2008 - Present
Nykiel, Carlin & Co., Ltd.   1983 - 1998
Peat, Marwick, Mitchell & Co.   1979 - 1984

Skills
Tax, Accounting, Auditing, Cash Flow, General Ledger, Tax Advisory, Income Tax, Tax Preparation, CPA, Corporate Tax, Construction, Manufacturing, Start-ups, Reviews, Financial Accounting, GAAP, QuickBooks, Non-profits, Finance, Internal Controls, Tax Returns, Business Services, Financial Reporting, Accountants, Treasury Management, Cash Management, Managerial Finance, Cost Accounting, Financial Analysis, Consolidation, US GAAP, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis, Hyperion Enterprise, Partnership Taxation, Small Business, SEC filings, Cash Flow Forecasting, Forecasting, Valuation, Private Equity, Mergers & Acquisitions, Working Capital..., Due Diligence, Acquisition Integration, Strategic Financial..., Forensic Accounting, Corporate Finance, Tax Accounting

Education
DePaul University   1975 — 1979
BSc, Accounting

Fenwick High School   1971 — 1975

Experience
Three Bridges Financial   June 2010 - Present
Barclay West Financial Advisors   May 2001 - June 2010
KCS Properties, Inc.   June 1992 - May 2001
Sunrise Bank of California   November 1982 - May 1991
Peat Marwick Mitchell & Co  January 1980 - November 1982

Skills
Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Investment Management, Investments, Financial Services, Due Diligence, Retirement, Social Security..., 401k, Insurance, Term Life Insurance, Whole Life, Universal Life, Finance, Securities, Financial Analysis

Education
University of Nevada-Reno   1978 — 1979
Bachelor of Science, Business (Accounting)

Experience
Snyder, McDonald & Co., LLP   November 2011 - Present
John F. Snyder, CPA   1975 - 2011
Kirkman & Koury, Inc.   1971 - 1975
Peat, Marwick, Mitchell & Co.   1968 - 1971

Education
Louisiana State University   1965 — 1968
BS, Accounting

Experience
David S. Howard CPA, Attorney at Law   January 2015 - Present
Hoge Fenton   October 2009 - November 2014
Deloitte Tax LLP  June 1984 - May 2005
San Jose State University  1993 - 1998
Arthur Andersen & Co.   November 1975 - June 1984
University of California, Santa Barbara  1978 - 1980
Peat Marwick Mitchell & Co.   November 1969 - November 1975

Skills
Tax Advisory, Tax Accounting, Intellectual Property, Private Equity, IRS, Due Diligence, Corporate Tax, Financial Planners, International Tax, Compensation Strategies, Private Foundations, Cross-border..., Property Tax, Corporate Law, Real Estate, Strategy, Wealth Preservation..., Investments, Intergenerational..., Indirect Taxation, Restructuring, Estate Tax Planning, Tax Appeals, Foreign Bank Accounts, Multinational Estates, S Corporations, Exit Strategies, Investment Banking, Mergers & Acquisitions, Accounting, CPA, Auditing, Finance, Income Tax, Partnership Taxation, Tax Law, Compensation, Business Transactions, Corporate Finance, Buy-sell Agreements, Tax Audits, International Business, Tax, International Law, Financial Planning

Education
University of Southern California - Gould School of Law   1967 — 1970
Juris Doctor, Law

University of Southern California - Sol Price School of Public Policy   1966 — 1970
MPA, Public Administration

University of Southern California - Marshall School of Business   1965 — 1966
BS, Accounting, Statistics, Economics

Brigham Young University   1960 — 1965
UnderGrad, Accounting, Economics

John Muir High School, Pasadena, California   1958 — 1960

Experience
Walter F. Hinz, CPa   1996 - Present
Smith Hinz & Graham   1975 - 1996
Peat Marwick Mitchell & Co  1972 - 1974

Skills
Tax, Income Tax, Small Business, Tax Preparation, Marketing Strategy, Financial Analysis, Certified Specialist..., Corporate & Partnership..., Corporate Tax, Estate Tax Planning, Strategic Planning, Public Speaking, Business Strategy, Microsoft Word, Negotiation, Budgets, Customer Service, Auditing, Management, Microsoft Excel, Microsoft Office, Accounting

Education
Florida Atlantic University

Experience
UBS Financial Services, Inc.   2009 - Present
Citi Family Office   2006 - 2009
Smith Barney  1988 - 2006
Prescott Ball & Turben   1985 - 1988
William Blair & Company  1984 - 1985
Peat Marwick Mitchell & Co.   1980 - 1984

Education
University of Notre Dame   1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting

Experience
Children's Mental Health Ontario  November 2009 - Present
Assuris (Canada)   December 1991 - Present
Woodview Mental Health and Autism Services   December 2004 - October 2014
Laurentian group of companies   April 1986 - December 1991
Price Waterhouse  August 1980 - March 1986
Peat Marwick Mitchell & Co  September 1975 - July 1980

Skills
Corporate Governance, Strategic Planning, Executive Management, Risk Management, Governance, Policy, Change Management, Strategic Financial..., Investments, Corporate Finance, Financial Analysis, Management Consulting, Due Diligence, Insurance, Business Strategy, Business Planning, Financial Modeling, Organizational..., Finance

Education
University of Leicester   1972 — 1975
Bachelor of Science (BSc)

Sandbach School

Experience
Herbert W. Sainthill, Chartered Professsional Accountant   1996 - Present
Herbert W Sainthill, Chartered Professional Accountant   January 1966 - Present
Natural Resources Canada (Forestry Canada)   January 1993 - June 1995
National Archives and National Library of Canada   December 1980 - December 1992
Audit Services Bureau   January 1973 - December 1980
Murray and Murray Architects and Townplanners   September 1968 - January 1973
Peat Marwick Mitchell & Co  June 1965 - September 1968

Skills
Tax Returns, Income Tax, Tax Preparation, Budgets, VAT, Corporate Tax, Account Reconciliation, General Ledger, Tax, Payroll Taxes, Bookkeeping, Tax Accounting, Sales Tax, Forensic Accounting, Year End Accounts, Partnership Taxation, Tax Research, GST, GAAP, Financial Reporting, Accountants, Forecasting, Business Advisory, Depreciation, IRS, PAYE, Journal Entries, Preparation, Use Tax, Fixed Assets, S Corporations, Cash Flow, Internal Audit, Financial Statements, Personal Tax Planning, Payroll, CPA, Financial Audits, Tax Advisory, Property Tax, Auditing, Cash Flow Forecasting, Finance, Estate Tax Planning, Balance, Mergers & Acquisitions, Gift Tax, Business Tax Planning, State Tax, US Tax

Education
Society of Management Accountants of Ontario   1973 — 1976
Certified Management Accountant, Mangement Accounting

Carleton University   1961 — 1965
Bachelor of Commerce (B.Com.), Economics / Accounting

Experience
DiCristofaro Law Offices   1998 - Present
Sondler Salvadore & DiCristofaro   1987 - 1998
Peat Marwick Mitchell & Co.   1985 - 1986

Skills
Real Estate, Personal Injury, LLC, Trusts, Estate Planning, Probate, Litigation, Wills, Commercial Litigation, Real Estate Transactions, Corporate Law, Civil Litigation

Education
Suffolk University Law School   1982 — 1985
JD, Law

University of Rhode Island   1978 — 1979
MBA, Finance

University of Rhode Island   1973 — 1977
BS, Accounting

Experience
CGT  June 2013 - Present
Sherritt International Corporation  August 2011 - December 2012
Atomic Energy Canada Ltd   November 2009 - August 2011
AECL  September 2001 - November 2009
Indigo Books & Music, Inc   April 2000 - August 2001
AT&T Canada  August 1998 - March 2000
AT&T  January 1986 - August 1998
Celanese Canada  January 1983 - January 1986
Peat Marwick Mitchell & Co  January 1979 - January 1983

Skills
Corporate Finance, Restructuring, Business Planning, Strategic Planning, Mergers, Corporate Governance

Education
Rotman School of Business   2008 — 2008
ICD, Corporate Governance

Boston UniversityManagement

Queen's University   1975 — 1979
B. Comm, Business - Finance & Accounting

Experience
Kaman Corporation  2002 - 2013
The Dexter Corporation  1985 - 2002
Peat Marwick Mitchell & Co.   1979 - 1985

Skills
Financial Reporting, Tax, Transfer Pricing, Tax Accounting, Sarbanes-Oxley Act, Process Improvement, Corporate Tax, Auditing, Accounting, GAAP, Mergers & Acquisitions, Tax Research, International Tax, SEC filings

Education
Bloomsburg University of Pennsylvania   1975 — 1979
BSBA, Economics

Experience
Bacterin International, Inc.   January 2014 - Present
Sound Surgical Technologies  November 2010 - June 2013
CARDIO-OPTICS INC   February 2008 - August 2009
Radda LLC   2006 - 2009
Valleylab  1995 - 2000
SCHNEIDER INC   January 1992 - January 1995
Pfizer Hospital Products Group   January 1988 - January 1992
DEKNATEL, A DIVISION OF PHPG   January 1986 - January 1988
PFIZER INC  January 1984 - January 1986
PEAT MARWICK MITCHELL & CO  January 1980 - January 1984

Skills
Venture Capital, Due Diligence, Executive Management, Business Development, Acquisitions, Strategic Planning, Finance, Strategy, Budgets, Accounting, Cash Flow, Medical Devices, Management, Leadership, Business Strategy, Start-ups, Strategic Financial..., Mergers & Acquisitions, Cross-functional Team..., Competitive Analysis, Manufacturing, Healthcare, Financial Planning

Education
Georgetown University Graduate School, Washington D.C   1979 — 1980
Master of Science, Accounting

Georgetown University, Washington D.C   1976 — 1979
Bachelor of Arts; Honors; Arts and Science, Philosophy; Philosophy

University College Cork   1977 — 1978
1st Honors, Philosophy

Experience
James A. Bomhof CPA   January 2010 - Present
Elmridge Construction Company   January 2005 - December 2009
Elmridge Construction Company   1977 - 2004
Peat, Marwick, Mitchell & Co.   1975 - 1977

Skills
Accounting, Construction, Financial Reporting, Budgets, Auditing, Managerial Finance, Accounts Payable, Cost Accounting, General Ledger, Investment Management, Financial Analysis, Management Accounting, Human Resources, Commercial Insurance, Real Estate Financing, Accounts Receivable, Commercial Real Estate, Construction Accounting, Project Accounting, Geac StarBuilder, Microsoft Office, Strategy

Education
Calvin College
BA, General Business

Central Michigan University
MBA, Accounting

Experience
All American Oil & Gas, Inc.   December 2013 - Present
Cardell Cabinetry  November 2011 - July 2013
Columbus Oil and Gas, LLC   July 2008 - October 2010
Win-Con Enterprises, Inc.   June 1999 - April 2007
Durst Energy Corp.   August 1984 - March 1999
Brown & Root, Inc.   April 1982 - July 1984
Brown & Root, Inc.   July 1980 - April 1982
Peat, Marwick, Mitchell & Co.   February 1979 - July 1980
Peat, Marwick, Mitchell & Co.   May 1978 - February 1979

Skills
Financial Analysis, Accounting, Process Improvement, Auditing, Internal Controls, Cost Accounting, Variance Analysis, Cash Flow, Budgets, Payroll, Consolidation, Financial Statements, Analysis, Strategic Planning, Training, Sarbanes-Oxley Act, Finance, Management, Leadership, Change Management, SEC filings, CPA, GAAP, Human Resources, Financial Accounting, Mergers & Acquisitions, Financial Reporting, Start-ups, Executive Management, Forecasting, External Audit, Team Leadership, Financial Forecasting, Program Management, Balance, PeopleSoft, Sarbanes-Oxley

Education
The University of Texas at San Antonio   1976 — 1978
BBA, Accounting

Texas A&M University   1972 — 1975
None, Biology

Experience
StoneCastle Partners, LLC  February 2014 - Present
Emerging Managers Group, LP   February 2009 - February 2014
Reserve Management   February 2006 - February 2009
New York Life Investment Management  April 1996 - June 2005
Alliance Capital Management  April 1988 - April 1996
Drexel Burnham Lambert  May 1986 - April 1988
Lexington Management Corporation  October 1983 - May 1986
Peat Marwick Mitchell & Co.   September 1981 - October 1983

Skills
Money Market, Mutual Funds, Equities, System Administration, Securities, Asset Managment, Fixed Income, Audit Committee, Accounting, Financial Services, Investments, Hedge Funds, Recruiting, Offshore Funds, Alternative Investments, Asset Management, Banking, Auditing, Valuation, Fund Of Funds, Portfolio Management, Finance

Education
Manhattan College   1977 — 1981
BS, Accounting

Experience
R L Hulett   January 1981 - Present
RL Hulett and Company   1981 - Present
Lindenwood University  June 1980 - 1993
Accounting Resources International   October 1979 - June 1980
Peat, Marwick, Mitchell & Co.   May 1977 - October 1979
Various Entrepeneurial Endeavors   June 1972 - May 1977
Peat, Marwick, Mitchell & Co.   June 1966 - June 1972

Skills
Financial Analysis, Mergers, Finance, Auditing, New Business Development, Strategic Planning, Training, Management, Investment Banking, Financial Reporting, Managerial Finance, Mergers & Acquisitions, Marketing, Sales, Entrepreneurship, Business Valuation, Cash Management, Corporate Finance, CPA, Valuation, Private Equity, Human Resources, Acquisition Integration, Management Consulting, Banking, Small Business, Project Planning, Venture Capital, Tax, Financial Modeling, Strategy, Business Planning, Manufacturing, Due Diligence, Operations Management

Education
Lindenwood University
MBA, Business Management

University of Missouri-Columbia, College of Business   1962 — 1966
B.S., B.A., Accounting

Experience
Law Office of Charles L. Levy   August 1987 - Present
Baylor Law School  1985 - 1992
National Group Insurance Companies   May 1984 - September 1987
Peat, Marwick, Mitchell & Co   August 1979 - September 1981

Education
Baylor Law School   1981 — 1984
JD, Law

The University of Texas at Austin   1977 — 1979
BBA, Accounting

SUNY Albany   1975 — 1977
Transferred, Accounting

Experience
Pfizer  January 2014 - Present
Mettler-Toledo International, Inc  May 2009 - January 2014
Johnson & Johnson (formerly Pfizer)   2006 - December 2008
Pfizer  June 1992 - December 2006
RJR Nabisco  1986 - 1992
General Instrument  1983 - 1986
Peat, Marwick, Mitchell & Co.   June 1982 - May 1983

Skills
Variance Analysis, Payroll, Contract Manufacturing, Sarbanes-Oxley Act, Forecasting, Finance, GAAP, Budgets, Management, Acquisitions, Consolidation, Acquisition Integration, Internal Controls, Auditing, Internal Audit, ERP, Business Process..., Process Improvement, Manufacturing, Accounting, Cross-functional Team..., SAP, General Ledger, Analysis, Cost Accounting, Tax, Hyperion Enterprise, Financial Reporting, Sarbanes-Oxley, US GAAP, CPA, Financial Analysis, Managerial Finance, IT Audit, Financial Audits, Income Statement, SEC filings, Financial Accounting, Mergers & Acquisitions, Strategic Financial..., Revenue Recognition, Financial Modeling, Account Reconciliation, Cash Flow, Cash Management, Accounts Payable, Essbase, Due Diligence, PeopleSoft, Financial Statements

Education
New York University - Leonard N. Stern School of Business   1990 — 1994
MBA, Finance, Information Systems

Seton Hall University   1978 — 1982
B.S.B.A., Accounting

David Brearly

Experience
Greg W. Isley, CPA, PA   January 2012 - Present
Elliott Davis  2010 - 2011
RSM McGladrey  February 1999 - December 2009
McGladrey & Pullen, LLP   July 1992 - December 2009
McGladrey & Pullen, LLP   July 1987 - July 1992
McGladrey & Pullen, LLP   July 1990 - June 1992
McGladrey & Pullen, LLP   November 1983 - July 1987
Blue Cross and Blue Shield of North Carolina  June 1983 - November 1984
Peat, Marwick, Mitchell & Co   May 1981 - June 1983

Skills
Manufacturing, Accounting, Tax Research, Tax, Corporate Tax, Auditing, Healthcare, Distributors, Audits of Employee..., Entrepreneurial..., Federal Government..., Business Strategy, Construction Accounting, Financial Reporting, Finance, Strategy, Business Development, GAAP, SEC filings, Forensic Accounting, Tax Accounting, Tax Preparation, Partnership Taxation, Income Tax, CPA, Tax Returns, US GAAP, Financial Statements, Internal Controls, S Corporations, Financial Accounting, Business Valuation, Sarbanes-Oxley Act, Assurance, General Ledger, Fixed Assets, Mergers & Acquisitions, Due Diligence

Education
The University of Chicago   2000 — 2002
Certificate of Completion, Business Advisor

University of North Carolina at Greensboro   1977 — 1981
BS, Accounting

Reidsville Senior High   1974 — 1977

Experience
-  March 2009 - Present
Alamo Group  July 2002 - March 2009
NCH Corporation  1989 - 2002
Southwestern States Bankcard Assn   1985 - 1989
Peat, Marwick, Mitchell & Co   1980 - 1985

Education
University of Missouri-Columbia, College of Business   1966 — 1968
MA, Accounting

Rutgers University-New Brunswick   1962 — 1966
BA, Business Administration

Experience
Conroy Simberg  August 2010 - September 2014
Law Offices of Steven J. Jacobson, P.A.   December 2001 - August 2010
J. Steven Warner, P.A.   1989 - 2001
Atkinson, Jenne, Diner, Stone & Cohen, P.A.   1986 - 1989
Zemel & Kaufman, P.A.,   1984 - 1986
Cordis Corporation  1982 - 1984
Peat, Marwick, Mitchell & Co.   1981 - 1982

Skills
Foreclosures, Real Estate Litigation, Commercial Litigation, Real Estate Transactions, Commercial Real Estate, Real Estate, Title Examination, Civil Litigation, Litigation, Courts, Legal Research, Personal Injury, Bankruptcy, Insurance Defense, Appellate Practice, Wills, Due Diligence, Appeals

Education
University of Miami   1981 — 1984
Master's Degree, LL.M. in Taxation

University of Miami   1980 — 1981
Juris Doctor (J.D.), Law

University of Miami   1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting

Experience
Williams Energy  January 2013 - Present
Williams Energy  January 2005 - Present
Devon Energy  January 2002 - September 2004
Mitchell Energy & Development Corp.   January 1981 - January 2002
Peat, Marwick, Mitchell & Co.   September 1979 - January 1981
Hughes Aircraft  June 1978 - August 1978

Skills
Upstream, Gas, Project Planning, Energy Industry, Oil & Gas Industry, Energy, Management, Business Development, Oil & Gas, Downstream Oil & Gas, Natural Gas, Analysis, Contract Management, Energy Markets, Petroleum, Pipelines, Contract Negotiation, Forecasting, Oil/Gas, Financial Modeling, Commodity, Risk Management, Due Diligence, Mergers & Acquisitions, Financial Analysis, Budgets, Commodity Markets, Onshore

Education
University of Houston   1981 — 1984
MBA

University of Arizona   1975 — 1979
Business, Accounting

Ray High   1971 — 1975

Ray High School   1971 — 1975
High School

Experience
Robert E. Swallow & Associates LLC   2002 - Present
The Institute of Internal Auditors, Inc., Houston Chapter   February 2004 - July 2012
KSA Industries, Inc.   2001 - 2002
Arthur Andersen LLP  1994 - 2001
Continental Airlines  1979 - 1984
The Coastal Corporation  January 1977 - September 1979
Grant Thornton LLP  1973 - 1976
Peat, Marwick, Mitchell & Co.   May 1970 - May 1973

Skills
Audit, Accounting, Auditing, Executive Management, Financial Accounting, Corporate Governance, Internal Controls, Mergers, Internal Audit, Compliance, Strategic Planning, Financial Reporting, Risk Management, Process Improvement, Enterprise Risk..., Business Process..., ERP, Business Strategy, Process Engineering, Certified Fraud Examiner, Team Building, Risk Assessment, Change Management, Management Consulting, Problem Solving, Governance, Analysis, Budgets, Business Planning, Leadership, Due Diligence, Mergers & Acquisitions, Program Management, Financial Risk, Sarbanes-Oxley Act

Education
University of Nebraska at Omaha   1967 — 1970
BSBA, Accounting

Experience
IceWEB, Inc.   March 2007 - May 2014
Bearing Point  July 2005 - March 2007
Galt Associates, Inc.   September 2003 - July 2005
Mindshare Design DBA: Savicom   2001 - 2004
Axys Pharmaceuticals  1997 - 2000
Compass Management & Leasing, Inc.   1997 - 1998
The Walt Disney Company  February 1989 - March 1995
Peat Marwick Mitchell & Co.   1983 - 1986

Skills
Accounting, Mergers, Budgeting, Start-ups, Venture Capital, Financial Reporting, Strategic Planning, IPO, Forecasting, Administration, Negotiation, Manufacturing, Contract Negotiation, Due Diligence, Audit, Analysis, Investments, Debt, Planning, Auditing, Compliance, Cost, Financial Management, Operating Systems, SEC reporting, Small Business, Business Planning, Private Equity, Financial Planning, Profitability, Investor Relations, Executive Management, Capital, SOX, Consolidation, Financial Analysis, Financial Modeling, Internal Controls, Revenue Recognition, Cash Flow, GAAP, Cost Accounting, Financial Control, Corporate Finance, Cash Management, Acquisition Integration, Business Strategy, Capital Budgeting, General Ledger, Process Improvement

Education
University of California, Los Angeles   1977 — 1981
Bachelor of Arts, Economics

San Marcos Senior High   1974 — 1977

Experience
C. William Ash & Associates Inc.   May 2014 - Present
PricewaterhouseCoopers  January 2006 - 2014
C. William Ash & Associates Inc.   January 1989 - December 2005
Laurentian/Imperial Company   February 1985 - September 1988
Coopers & Lybrand  1977 - 1985
Peat Marwick Mitchell & Co.   1975 - 1976
Price Waterhouse & Co.   1970 - 1973

Skills
Business Valuation, Financial Analysis, Auditing, Finance, Accounting, Public Speaking, Valuation, Leadership, Financial Advisory, Litigation Support

Education
Professional Degrees   1973 — 1985
CPA, CA, CBV, CIRP(ret.)

Queen's University   1967 — 1970

Upper Canada College   1958 — 1967
Grade 13

Experience
PKF Consulting USA, LLC  2004 - Present
Peat, Marwick, Mitchell & Co.   1983 - 1988
Laventhol & Horwath  1980 - 1983
Various Hospitality Industry Operations Positions   1970 - 1980

Skills
Hospitality, Hospitality Industry, Hotels, Resorts, Hospitality Management, Real Estate Development, Tourism, Hotel Management, Yield Management, Revenue Analysis, Restaurants

Education
University of Houston, C.T. Bauer College of Business   1978 — 1980
Master of Business Administration (M.B.A.), Accounting

University of Houston   1976 — 1978
Honorary Alumni, Hotel and Restaurant Management

The University of Texas at Austin   1969 — 1974
Bachelor's Degree, Psychology

Experience
UHY Advisors N.E., LLC   PartnerMarcum LLPApril 2010 - Present
UHY Advisors  2006 - Present
UHY LLP  1998 - Present
Brown & Brown  1997 - 2006
YANKEE ATOMIC ELECTRIC COMPANY  August 1987 - June 1997
Peat Marwick Mitchell & Co  June 1977 - 1981

Education
Bentley University
MST, TAXATION

University of Massachusetts, Amherst   1975 — 1977
BBA, ACCOUNTING

Experience
Accretive Solutions  Senior Executive - GovernmentSiemens Building Technologies, Inc.2001 - 2007
Mosler, Inc.   1991 - 2001
Ameritech  1986 - 1991
Peat, Marwick, Mitchell & Co.   1982 - 1986

Education
University of Dayton   1978 — 1982

University of Dayton
C.P.A., Accounting

Experience
Enterprise Solutions, Inc. (Rochester, NY)   April 1993 - Present
STR-R Auditor   2001 - 2009
Quiet Birdmen   2000 - 2009
IMC Magnetics  2004 - 2006
Qioptiq Imaging Systems   2001 - 2003
PriceWaterhouseCoopers, LLP  March 1985 - April 1994
Coopers & Lybrand  1985 - 1993
Peat Marwick Mitchell & Co.   1974 - 1986

Skills
Strategy, Process Improvement, Management Consulting, Lean Manufacturing, ERP, Management, Manufacturing, Quality System, Product Development, Auditing, ISO, Consulting, FDA, GMP, Quality Auditing, Enterprise Software, Accounting, Sales Management, Integrated Marketing, Public Speaking, Customer Service, Program Management, Change Management, Strategic Planning, Business Planning, Business Strategy, Project Management, Business Process..., Financial Analysis, Operations Management, Six Sigma, Leadership, Cross-functional Team..., Start-ups, Iso 9000, P&L Management, Finance, Business Transformation, Process Engineering, Operational Excellence, Risk Management, Quality Management, Mergers & Acquisitions, Business Process, Continuous Improvement, Analysis, Business Analysis, Executive Management

Education
University of Rochester - William E. Simon Graduate School of Business Administration   1965 — 1972
Master of Business Administration (MBA), Finance and Operations Management

University of Rochester   1965 — 1970
Bachelor of Science, Accounting, Finance and Engineering

Experience
Creative Tax Planning Associates, Inc.   November 2002 - Present
Thomas F Kelley CPA PC   January 1997 - Present
W R Grace & Co  March 1984 - May 1987
Handy & Harman Ltd. (formerly WHX Corporation)   June 1979 - March 1984
Peat Marwick Mitchell & Co  July 1976 - 1979

Skills
Tax, S Corporations, Accounting, Tax Preparation, Tax Returns, Income Tax, Small Business, CPA, General Ledger, Finance, Budgets, Sales Tax, Auditing, Strategic Financial..., Mergers & Acquisitions, Corporate Tax

Education
Marist College   1973 — 1976
Bachelor of Science, Accounting

Experience
Koret of California, Inc.   January 2006 - May 2008
Kellwood  1983 - 2005
Falcon Products, Inc.   1979 - 1983
Peat, Marwick, Mitchell & Co.   1968 - 1979

Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, Mergers, Tax, Finance, Due Diligence, Payroll, Forecasting, COSO, Financial Reporting, US GAAP, Cost Accounting, GAAP, External Audit, SEC filings, Financial Accounting, Tax Preparation, Variance Analysis, Financial Statements, Financial Audits, CPA, General Ledger, Sarbanes-Oxley, Cash Flow Forecasting, Cash Flow, Corporate Tax, Account Reconciliation, Cash Management, Managerial Finance, Mergers & Acquisitions, SEC Filings

Education
University of Missouri-Columbia   1971 — 1972
MA, Accountancy

Southeast Missouri State University   1966 — 1968
BSBA, Accounting

College of the Ozarks   1964 — 1966
AS, Business/Economics/Accounting

Experience
Electra Partners Inc   1988 - Present
MNP Advisory   2011 - Present
Electra Investment Trust PLC   1983 - 1988
F. Wrighton & Sons   1978 - 1983
Peat Marwick Mitchell & Co  1967 - 1978

Education
Davidson College

Experience
Home  July 2009 - Present
Plains All American Pipeline  1984 - 2009
Peat, Marwick, Mitchell & Co.   1981 - 1984

Education
University of Central Oklahoma   1976 — 1981
B.S. Accounting, Accounting & Finance

Northeastern State University   1978 — 1980
Accounting & Finance

Experience
MFCPINC   January 2014 - Present
Fliud Connector Products, Inc.   January 1998 - December 2013
Fluid Connector Products, Inc.   1997 - December 2013
Fluid Connector Products, Inc.   1998 - August 2011
Fluid Connector Products, Inc.   1997 - August 2011
Peat Marwick Mitchell & Co.   1969 - 1974

Skills
Strategic Planning, Business Strategy

Education
Oregon State University   1965 — 1969
BS-Business Administration, Major: Accounting and Finance; Minor: Mathematics, 3.67

Università degli Studi di Pavia / University of Pavia   1966 — 1967
Certificate of Completion, International Business, Language, Arts & Art History, 3.9

Corvallis High

Experience
W.B. Osborn Oil & Gas Operations   June 1983 - Present
Retamco, Inc   March 1981 - June 1983
Alford, Doebbler & Jungman   October 1978 - March 1981
Peat Marwick Mitchell & Co  August 1973 - September 1978
Coastal States Gas   January 1972 - August 1973

Education
The University of Texas at San Antonio   1989 — 1992
MBA, Management

Texas A&M University-Kingsville   1968 — 1971
BBA, Accounting

Del Mar College   1967 — 1967

Freer High School   1963 — 1967
Diploma

Experience
FirstEnergy  November 2000 - April 2011
The Babcock & Wilcox Company  January 1997 - November 2000
Sanwa Financial Products  January 1993 - August 1995
Citi  August 1985 - December 1992
Peat Marwick Mitchell & Co  1979 - 1982

Skills
Mergers, Accounting, Derivatives, Investment Banking, Internal Audit, Acquisitions, Strategic Planning, Back Office, Energy, Fixed Income, Executive Management, Corporate Finance, Strategy, Business Development, Risk Management, Finance

Education
University of Pennsylvania - The Wharton School   1982 — 1984
MBA, International finance, strategic planning

University of Nebraska at Omaha   1977 — 1978
BSBA, Accounting

Denison University   1973 — 1976
B. Music, Music education

Experience
Rigaku Americas Holding   February 2014 - April 2015
Rigaku  September 2010 - February 2014
Rigaku Americas Corporation  August 2008 - September 2010
Rigaku Americas Corporation  January 2000 - August 2008
Osmic, Inc   December 1991 - January 2000
Durakon Industries  October 1984 - August 1991
Peat Marwick Mitchell & Co  October 1980 - July 1984

Skills
CPA, Manufacturing, Product Development, Tax, Private Equity, International Tax, Corporate Tax, SEC filings, R&D, Mergers & Acquisitions

Education
Ferris State University
Bachelor of Science, Accounting

Michigan State University - The Eli Broad Graduate School of Management
MBA

Experience
Precision Discovery  Executive Vice PresidentAon Consulting2006 - 2008
Kroll  2002 - 2006
Zolfo Cooper  2002 - 2006
Arthur Andersen  2000 - 2002
KPMG  1997 - 2000
New York County District Attorney's Office  1991 - 1995
Peat Marwick Mitchell & Co.   1985 - 1988

Skills
Litigation Support, Computer Forensics, Expert Witness, Fraud Investigations

Education
Maurice A. Deane School of Law at Hofstra University   1988 — 1991
JD

New York University   1981 — 1985
BS, Accounting

Experience
Dennis N Lemkau & Assoc. LTD   June 1992 - Present
Southern Illinois University  2005 - 2013
Super Carbide Tools   1987 - 1991
Morse Cutting Tools   1984 - 1987
Gulf + Western Industries  1972 - 1984
Peat, Marwick, Mitchell & Co.   1969 - 1972

Skills
Cnc, Microsoft Office, Product Development, Engineering, Marketing, CAD, CAD/CAM, Purchasing, Machining, Account Management, Process Engineering, Continuous Improvement, Materials, Negotiation, Industrial Engineering, Sales, Solidworks, Kaizen, Six Sigma, 5S, Manufacturing..., Operations Management, Manufacturing, Lean Manufacturing

Education
Southern Illinois University, Carbondale   1964 — 1969
BS, Accounting- Business MGT

University of Iowa
Master of Business Administration (MBA)

Experience
Stanley, Hunt, DuPree & Rhine   November 2001 - Present
PricewaterhouseCoopers  July 1999 - December 2000
Towers Watson (Watson Wyatt Worldwide)   January 1997 - June 1999
Deloitte & Touche  May 1995 - December 1997
A. Foster Higgins & Co., Inc.   January 1986 - April 1995
Peat Marwick Mitchell & Co.   July 1980 - December 1985
Mutual Benefit Life Insurance Company  July 1974 - June 1979

Skills
Defined Benefit, Retirement Plan..., Actuarial Science, Pensions, Retirement, ERISA, Retirement Planning, Pension Administration, ALM, Pension Funds, Valuation, Funding

Education
Marietta College   1970 — 1974
BA

Experience
Greenberg Traurig  May 2009 - Present
DLA Piper (US) LLP   September 2005 - May 2009
Akin Gump Strauss Hauer & Feld LLP  July 2000 - September 2005
Battle Fowler LLP  1995 - 2000
Kaye Scholer LLP  September 1988 - August 1995
Citibank - North American Investment Bank   August 1987 - September 1988
Morgan Guaranty Trust Company  April 1984 - August 1987
Peat, Marwick, Mitchell & Co.   1979 - 1984

Skills
Attorney, Corporate Law, Corporate Governance, Mergers, Private Equity, Due Diligence, Joint Ventures, Securities Regulation, Mergers & Acquisitions, Venture Capital, Private Placements, International Law, Cross-border..., Commercial Litigation, Securities, Corporate Finance

Education
Fordham University School of Law   1984 — 1988
JD

Manhattan College   1981 — 1984
MBA, International Business

Manhattan College   1975 — 1979
BSBA, Accounting

Experience
Hieber Software Services   June 2007 - Present
Peat Marwick Mitchell & Co.   June 1983 - October 1984

Skills
Mainframe, DB2, SQL, REXX, COBOL, IBM Mainframe, PowerBuilder, InfoMaker, Assembly Language, PL/I, CLIST, Easytrieve, Software Documentation, JCL, TSO, CICS, Databases, ISPF, MVS, z/OS, Systems Analysis, Instructor-led Training, Training

Education
University of Michigan   1977 — 1978
M.S., Computer Information and Control Engineering

University of Michigan   1976 — 1977
M.S., Public Systems Engineering

University of Michigan   1972 — 1976
B.S., Computer and Communication Sciences

Experience
Ropes & Gray LLP  September 1985 - Present
United States Treasury Department Office of Tax Policy   December 1982 - August 1985
Peat, Marwick, Mitchell & Co.   June 1976 - August 1977

Skills
Tax Law, Business Transactions, Tax Litigaton, Business Advising, Trademarks, Licensing, Securities Litigation, Arbitration, Cross-border..., Trials, Joint Ventures, Courts, Bankruptcy, Copyright Law, Legal Advice, White Collar Criminal..., Patentability, Business Litigation, Mergers & Acquisitions, Tax, Corporate Law, Income Tax, Corporate Tax

Education
The George Washington University   1977 — 1980
Doctor of Law (JD), Tax Law/Taxation

University of Pennsylvania - The Wharton School   1972 — 1976
Master of Science (MS), Bachelor of Science (BS), Management Science/Operations Research, Accounting, Economics

Experience
Pry Professional Group  April 1983 - October 2013
Peat Marwick Mitchell & Co  August 1981 - April 1983

Skills
Auditing, Tax, Accounting, Financial Audits, Leadership, Tax Returns, Tax Accounting, Strategic Planning, Management, Financial Reporting, Financial Analysis, Budgets, Tax Preparation, Income Tax, Loans, Strategic Financial..., Team Building

Education
Bowling Green State University   1977 — 1981
B.S. in B.A., Accounting

Experience
Jerry L. Dupuy CPA   January 1987 - Present
Clayton Foundation for Research   March 1981 - January 1987
Jerry L. Dupuy CPA   March 1979 - March 1981
Peat, Marwick, Mitchell & Co.   October 1977 - March 1979
U. S. Department of Energy   May 1976 - October 1977

Education
UH Post-Baccalaureate Studies   1974 — 1976
Accounting, Auditing, Taxation

Univ. of Houston Grad. School of Business   1971 — 1973
MSA, Administration/Health Care Mgmt

University of Houston   1967 — 1971
BA, Psychology

Immaculata Minor Seminary   1962 — 1967
HS valedictorian, Liberal arts: Latin, Greek, History

Experience
St Louis Universtiy, Cook School of Business   May 2014 - Present
The Bar Plan Mutual Insurance Company  March 2014 - Present
Kinman 902 LLC   July 2013 - Present
PricewaterhouseCoopers LLP  May 1985 - June 2013
St Louis University  January 1981 - May 1988
Peat, Marwick, Mitchell & Co.   May 1975 - May 1985

Skills
Risk Management, Internal Controls, Enterprise Risk..., Mergers & Acquisitions, Auditing, Financial Services, Financial Reporting, Leadership, Sarbanes-Oxley Act, Accounting, CPA, Financial Risk, Program Management, SEC filings, US GAAP, Assurance, Sarbanes-Oxley, IFRS, Big 4, GAAP, Internal Audit, External Audit, Corporate Tax, Tax, Tax Accounting, Forensic Accounting, Income Tax, Financial Accounting, COSO, Due Diligence, IT Audit, Restructuring, Financial Analysis, Managerial Finance, Risk Assessment, Finance, Corporate Governance, Financial Audits

Education
Saint Louis University   1972 — 1975
Bachelor of Science in Business Administration, Accounting

Experience
Pro Unlimited  November 2009 - June 2010
National Grid  November 2006 - September 2009
National Grid  September 1994 - October 2006
Niagara Mohawk  November 1990 - September 1994
Niagara Mohawk  February 1981 - October 1990
Niagara Mohawk  June 1979 - January 1981
Niagara Mohawk  December 1977 - June 1979
Peat Marwick Mitchell & Co  July 1972 - December 1977

Skills
Reconciliation, Business Analysis

Education
Le Moyne College   2000 — 2004
MBA, Business

University at Albany, SUNY   1968 — 1972
BS, Accounting

Experience
Th Woodbridge Company Limited   July 2013 - Present
The Woodbridge Company Limited  October 1979 - Present
Peat Marwick Mitchell & Co.   May 1975 - October 1979

Education
McGill University   1971 — 1975
Bsc, Economics

Experience
Maner Costerisan Certified Public Accountants  October 1997 - Present
Deloitte and Touche  1995 - 1997
Michigan National Corporation  January 1990 - July 1995
KPMG  1986 - 1990
KPMG Peat Marwick  1982 - 1986
Peat, Marwick, Mitchell & Co.   1976 - 1982

Education
University of Michigan Business School   1974 — 1976
BBA, accounting

Experience
HMX Group-Bobby Jones Golf Division   2011 - Present
Bobby Jones Golf Company   2007 - Present
Mobitel, Inc   2003 - 2006
CPD Wireless, Inc   1993 - 2003
Burns Philp  1990 - 1993
Midwest Communications, Inc & Affiliates   1983 - 1990
Peat Marwick Mitchell & Co.   1980 - 1983

Skills
Retail, Sales, Customer Service, Budgets, Team Building, Inventory Management, Forecasting, Food, Financial Analysis, Finance, Manufacturing, Business Strategy, Accounting, Strategic Planning, Process Improvement, Management, Marketing Strategy

Education
California State University-Hayward   1975 — 1979
Bachelor's degree, Business Admin-Accounting Option, Graduated with Honors

Experience
Houston Eye Associates  April 2007 - Present
Self-employed  November 2005 - March 2007
Allen Milner Photography   June 1991 - December 2006
Matagorda Regional Medical Center  January 1988 - May 1991
Methodist Healthcare Network   September 1987 - March 1988
American Healthcare Management   April 1986 - August 1987
American Medical International  March 1983 - March 1986
Peat Marwick Mitchell & Co  September 1977 - January 1983

Education
Texas Tech University   1975 — 1977
Master of Science in Accounting, Accounting

Texas Tech University   1970 — 1974
Bachelor of Business Administration (B.B.A.), Accounting