Price Waterhouse
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3,446 Price Waterhouse employees in database. Find out everything there's to know about Price Waterhouse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Price Waterhouse Employees
RoseRyan September 1993 - Present
Quantum 1990 - 1993
Quantum 1988 - 1990
Quantum 1986 - 1988
Price Waterhouse 1981 - 1985
Price Waterhouse 1978 - 1981
Skills
Start-ups, Forecasting, Accounting, SEC filings, Management, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions, Tax, Cost Accounting, IFRS, Corporate Finance, Financial Modeling, SEC Filings, Due Diligence, Financial Analysis, Internal Controls, Auditing
Education
Santa Clara University 1976 — 1978
BSC, Accounting
Oracle 2009 - Present
VeriSign 2006 - 2009
Cisco Systems 2000 - 2006
Hewlett-Packard 1988 - 2000
Price Waterhouse 1987 - 1989
Skills
Competitive Analysis, Strategic Communications, Finance, Relationship Management, Team Leadership, Turn Around Management, Business Alignment, Pricing, Research, Analyst Relations, Investor Relations, Communication Training, IPO, Corporate Communications, Mergers, Business Development, Product Marketing, Equity Research, Mergers & Acquisitions, Financial Modeling, Executive Management, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA
San Jose State University 1979 — 1984
BS
Amazon Lab126 June 2014 - Present
Adobe Systems May 2012 - March 2014
Adobe March 2011 - May 2012
NVIDIA August 2008 - March 2011
HGST, a Western Digital company 2005 - 2008
HGST, a Western Digital company 2003 - 2005
IBM 2001 - 2003
IBM 1999 - 2001
IBM 1997 - 1999
Price Waterhouse 1996 - 1997
Skills
Cross-functional Team..., Organizational..., Business Case..., Product Development, Portfolio Management, Process Engineering, Supply Chain Management, Supply Chain, New Business Development, IT Strategy, Visio, Program Management, Forecasting, Consumer Electronics, Vendor Management, Product Lifecycle..., ERP, Enterprise Software, Business Intelligence, Business Process, SaaS, Strategy, Project Management, Integration, SAP R/3, Change Management, SharePoint, SAP, Agile Methodologies, Process Improvement, Business Analysis, Outsourcing, CRM, Management, IT Management, E-commerce, Software Development, Leadership, Salesforce.com, Scrum, Testing, Project Planning, Cloud Computing, Product Management, Software Project..., Consulting
Education
San Jose State University 1988 — 1993
MBA, Emphasis on International Marketing
University of Arizona 1980 — 1986
Bachelor of Science (BS), Management Information Systems, General
Search Technologies February 2013 - Present
Booth Insurance Agency LLC 2007 - 2012
Database Intelligence Group, Inc. 2004 - 2007
SunGard 1997 - 2002
ENVIRON 1991 - 1997
Price Waterhouse 1987 - 1991
UHS 1983 - 1987
Skills
Budgets, Financial Statements, Process Improvement, Management, Auditing, Insurance, Consolidation, CPA, SEC filings, Entrepreneurship, Financial Analysis, Customer Service, Business Analysis, Team Building, Management Consulting, Small Business
Education
Saint Joseph's University 1983 — 1987
Bachelors, Accounting, Magna Cum Laude
Independent Consultant January 2014 - Present
East Bay Integrated Care, Inc. January 2012 - December 2013
Celerity August 2011 - January 2012
Macias Gini & O'Connell LLP (MGO) June 2009 - July 2011
BBR LLP April 2005 - April 2009
R & A CPA'S January 2002 - February 2005
Xoxo Clothing Company Inc April 1999 - 2002
Price Waterhouse October 1992 - July 1999
Skills
Accounting, Microsoft Office, Microsoft Excel, Budgets, Customer Service, Financial Analysis, Financial Reporting, Management, Microsoft Word, Auditing
Education
San Francisco State University 1989 — 1992
Bachelor of Business Administration (BBA) - Magna Cum Laude, Accounting, Cum GPA 3.8
Paramount Resources September 2003 - Present
Kestrel (Cyprus) Limited March 1998 - February 2003
QByte Services Ltd./Coopers & Lybrand October 1997 - February 1998
Price Waterhouse March 1997 - October 1997
Kestrel Data Limited June 1995 - March 1997
Triangle Ernst & Young August 1993 - May 1995
Sobeco Ernst & Young June 1990 - August 1993
Monenco Information Systems Inc. April 1989 - June 1990
PanCanadian Petroleum Ltd. January 1990 - April 1990
Skills
Analysis, Troubleshooting, Project Management, Petroleum, Upstream, Integration, Oil, Oracle
Education
Southern Alberta Institute of Technology 1988 — 1990
Diploma, Computer Technology – Information Systems
Nexient Learning Inc. - Royal Roads University
Advanced Certificate in Business Analysis
CFO Tools Inc January 2008 - Present
Data Robotics November 2008 - June 2010
Marlin Associates 1994 - December 2007
Shiva Corporation 1990 - 1994
Trace Products 1987 - 1990
Apple Computer 1980 - 1984
AMI Semiconductor 1976 - 1980
Price Waterhouse 1972 - 1976
Skills
Venture Capital, Start-ups, Business Planning, Corporate Finance, Entrepreneurship, Executive Management, Finance, Due Diligence, Financial Modeling, Forecasting, Leadership, Management, Product Management, Strategic Planning, Strategy, Cross-functional Team..., Analysis, Mergers & Acquisitions, Accounting, Financial Reporting, Investments
Education
Santa Clara University 1968 — 1972
BS, Accounting
MedExpert February 2014 - Present
Connor Group February 2013 - February 2014
EchoFirst™ Inc. (a SunEdison company) December 2010 - January 2013
FiveCubits June 2007 - November 2010
WaveTrack Systems January 2007 - May 2007
Endomatrix Inc January 2003 - November 2006
AutomationSolutions International March 1998 - December 2002
Price Waterhouse January 1997 - February 1998
American Resource Corp December 1995 - May 1996
Price Waterhouse October 1990 - November 1995
Skills
Due Diligence, Financial Reporting, Start-ups, Financial Analysis, Mergers, Strategy, Valuation, Business Strategy, Budgets, Accounting, Business Planning, Finance, Strategic Planning, SaaS, Risk Management, Internal Controls, SEC filings, Auditing, Process Improvement, Venture Capital, Management, Mergers & Acquisitions, Acquisition Integration, Leadership, Executive Management, Private Equity, Forecasting, Business Development, Team Building, Analysis, Cross-functional Team..., Corporate Finance, Investor Relations, Financial Modeling, Revenue Recognition, GAAP, Blogger, Writing
Education
San Francisco State University
Bachelors, Business with emphasis in Accounting
National Rifle Association 2004 - Present
AOL 2001 - 2003
AOL 1998 - 2000
Price Waterhouse 1996 - 1998
Skills
Strategy, Market Research, Advertising, Competitive Analysis, Management, Program Management, Product Management, Account Management, Product Development, New Business Development, Sales Operations, Forecasting, Budgets, Sales, Entrepreneurship, Marketing Strategy, Social Media Marketing, Negotiation, Designing, Trade Shows, Analysis, Business Development, Training, Leadership, Team Building, Pricing, Strategic Planning, CRM, Marketing, Product Marketing, Public Relations, Online Marketing
Education
James Madison University - College of Business 1994 — 1996
Master of Business Administration (M.B.A.)
Rutgers University 1989 — 1993
BA, Industrial and Organizational Psychology
Payzer (formerly Just Push Pay) February 2015 - Present
Bon Maison Properties, Inc. March 2013 - Present
Fonville Morisey Realty September 2011 - September 2013
Consonus Technologies September 2009 - September 2010
Unilever May 1988 - May 1994
Danskin April 1986 - April 1988
Price Waterhouse August 1984 - April 1986
Skills
Sales, Management, Marketing, Strategic Planning, Leadership, Business Development, Contract Negotiation, Project Management, Customer Service, Marketing Strategy
Education
Saint Bonaventure University 1980 — 1984
BBA, Accounting
New York University - Leonard N. Stern School of Business 1988 — 1990
Marketing
Independent Contractor March 2013 - Present
GoIndustry-DoveBid 2002 - 2013
Winternitz, Inc. 1993 - 2001
Manufacturers Appraisal Company 1990 - 1993
Price Waterhouse 1986 - 1990
Valtec Associates 1983 - 1986
Lloyd Thomas Coats & Burchard 1979 - 1983
Skills
Appraisals, Valuation, Mergers & Acquisitions, Asset Based Lending, Manufacturing, Due Diligence, Financial Analysis, Loans, Metal Fabrication, Restructuring, Negotiation, Business Valuation, Financial Modeling, Portfolio Management, Finance, Strategic Planning
Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Administrative Sciences
Embrace Dyslexia January 2012 - Present
International Dyslexia Association, Northern Ohio Branch 2010 - 2011
Mayfield City Schools 2004 - 2011
Heartland Childcare 2004 - 2007
LCPC Childhood Enrichment Center 2003 - 2006
KeyCorp 1992 - 1997
Price Waterhouse 1987 - 1992
Broadway School of Music 1987 - 1988
Leaseway Transportation 1983 - 1987
Federal Reserve Bank 1982 - 1983
Skills
technical, managerial, analytical, Awareness, Workshops, Managerial, Analytical Skills, Career Counseling, Government, Non-profits, Community Outreach, Staff Development, Leadership, Special Education, Nonprofits, Training, Workshop Facilitation, Volunteer Management, Learning Disabilities, Psychology, Teaching, Program Development, Literacy, Management Consulting, Child Development, Curriculum Development, Classroom, Grant Writing, Teacher Training, Event Planning, Curriculum Design, Tutoring, Research, Autism Spectrum..., Fundraising, Grants, Educational Leadership, Interventions
Education
Shippensburg University of Pennsylvania 1978 — 1982
BS/BA, Computer Science, Business Management
Gateway High School
Gateway High School
Gateway High School
Gateway High School
Gateway High School
Avionams AD March 2014 - July 2014
EY January 2012 - July 2012
Deloitte Bulgaria July 2005 - May 2011
Consulco Ltd October 2000 - October 2004
Price Waterhouse November 1993 - September 1996
European Bank for Reconstruction and Development (EBRD) April 1996 - April 1996
Education
Thames Valley University 1995 — 1998
Bachelor's degree, Business Administration (distance learning program with UNWE in Sofia)
Sofia University St. Kliment Ohridski 1987 — 1992
Master's degree, Russian language and literature (Russian philology)
Hendricks & Associates, Inc. March 1990 - Present
McManis Associates September 1988 - February 1990
Towers Perrin/Cresap January 1983 - September 1988
Cresap McCormick and Paget May 1974 - December 1982
Fry Consultants January 1971 - May 1974
Price Waterhouse July 1969 - January 1971
U.S. Army Materiel Command Headquarters July 1967 - July 1969
Skills
Public Speaking, Sales, Strategic Planning, Marketing, Leadership
Education
University of Pennsylvania - The Wharton School 1965 — 1967
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 1961 — 1965
Bachelor's Degree, Business Administration and Management, General
USEV at Eaton Corporation November 2013 - Present
Eaton Automotive May 2006 - Present
Eaton Hydraulics 2001 - 2006
Eaton Hydraulics 1996 - 2001
Aeroquip Vickers Canada Inc 1992 - 1996
Killian Manufacturing - Division Ingersoll Rand 1988 - 1992
Price Waterhouse 1985 - 1988
Skills
Accounting, Manufacturing, Auditing, Variance Analysis, Six Sigma, Quality Management, Root Cause Analysis, Sarbanes-Oxley Act, Forecasting, ISO, Kaizen, Value Stream Mapping, Process Improvement, Automotive, Lean Manufacturing, Tax, Cost Accounting, Continuous Improvement, Cross-functional Team..., Business Process..., SAP, Operational Excellence, MRP
Education
Saint Mary's University 1981 — 1985
Bachelor of Commerce, Majors in Accounting and Business Admin (Data Processing)
Episcopal Collegiate School August 2012 - Present
Episcopal Collegiate School June 2009 - 2012
Episcopal Collegiate School August 2008 - June 2009
Pulaski Academy September 2006 - June 2008
Maritz September 1993 - August 1994
Maritz December 1987 - September 1993
Price Waterhouse January 1983 - December 1987
Skills
Marketing Strategy, Public Speaking, Fundraising, Management, Public Relations, Event Planning, Social Media, Strategic Planning, Marketing Communications, Event Management, Microsoft Office, Social Media Marketing, Advertising, Marketing, Microsoft Word, Media Relations, Social Networking, Coaching, Research, Team Building, Customer Service, Copywriting, Budgets, Press Releases, Leadership, Volunteer Management, Community Outreach, Organizational..., Teaching, Strategy, Nonprofits, Editing, Proposal Writing, Photography, Blogging, Higher Education, Direct Marketing, Grant Writing, Newsletters, Leadership Development, Strategic Communications, Online Marketing, Facebook, Creative Writing, Corporate Communications, Creative Direction, Program Development, Community Development, Internal Communications, Entrepreneurship
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1982
MBA, Management
Smith College 1974 — 1978
BA, Biology
Eastern Hills High School, Ft. Worth, Texas 1971 — 1974
Instituto Technologico de Monterrey 1973 — 1973
3rd year high school Spanish, summer residential program
WireCo Worldgroup July 2008 - April 2013
Aquila March 1991 - July 2008
Price Waterhouse August 1984 - March 1991
Skills
Financial Modeling, Sarbanes-Oxley Act, Due Diligence, Accounting, Managerial Finance, Auditing, Finance, Strategy, GAAP, Divestitures, Tax, Management, Leadership, Acquisitions, Negotiation, Internal Controls, Financial Reporting, Process Improvement, Forecasting, Mergers & Acquisitions
Education
Southeast Missouri State University 1980 — 1984
BS, Business Administration - Accounting & Computer Science
Lumina Foundation for Education March 2008 - Present
The Andrew W. Mellon Foundation January 1991 - August 2005
United Hospital Fund 1985 - 1989
Price Waterhouse September 1975 - February 1983
Skills
Chartered Alternative..., Philanthropy, Alternative Investments, Investments, Endowments, Program Management, Project Management, Private Equity, CAIA, Nonprofits, Entrepreneurship, Strategic Planning, Fundraising, Due Diligence, Strategy, Investment Management, Asset Allocation, Public Speaking, Grants
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1975
MBA, Professional Accounting
University of Illinois at Urbana-Champaign
BS
Smart Devine Advisors PC July 2014 - Present
BDO USA, LLP March 2011 - June 2014
LECG March 2010 - February 2011
LECG Smart March 2010 - February 2011
SMART Business Advsiory and Consulting, LLC December 2003 - February 2011
LECG March 2003 - February 2011
SMART 2003 - 2008
SMART Business Advisory and Consulting, LLC 2003 - 2007
PricewaterhouseCoopers 1996 - 2003
Price Waterhouse 1996 - 1998
Skills
Accounting, Auditing, Business Process..., CPA, Consulting, Corporate Finance, Due Diligence, Enterprise Risk..., Financial Analysis, Financial Modeling, Financial Risk, Forensic Accounting, Governance, IT Audit, Internal Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley Act
Education
Saint Joseph's University 1980 — 1984
Archbishop John Carroll High School 1977 — 1980
Msgr. Bonner
Mold-Rite Plastics August 2004 - Present
A. Schonbek Worldwide Lighting May 2001 - November 2003
NYCO Minerals, Inc. March 1993 - May 2001
Resource Recycling Technologies July 1989 - March 1993
Price Waterhouse June 1980 - June 1989
Skills
Manufacturing, Accounting, Tax, Financial Analysis, Strategic Planning, Corporate Finance, Cost Accounting, Forecasting, CPA, Internal Controls, US GAAP, Mergers & Acquisitions, Managerial Finance, Auditing, Cash Management, Due Diligence, Revenue Recognition, GAAP, Investments, Corporate Tax, Restructuring, Strategic Financial..., Variance Analysis
Education
Siena College 1976 — 1980
BBA, Accounting
J. Knipper and Company, Inc. March 2004 - January 2010
Info Technologies, Inc. February 1998 - February 2004
Federal Bronze Products, Inc. November 1994 - February 1998
The Wall Street Group, Inc. March 1993 - September 1994
French & Parrello Associates, P.A. November 1989 - November 1992
Grossman, Weinberg & Associates, P.A. March 1988 - November 1989
Robert A. Stanger & Company April 1986 - March 1988
Bruce Huber Associates, Inc. January 1984 - April 1986
Price Waterhouse September 1981 - December 1983
Skills
Process Improvement, Budgets, Investments, Management, Forecasting, Vendor Management, Pharmaceutical Industry, Product Development, Accounting, Finance, Six Sigma, Tax, Auditing, Strategic Planning, Revenue Recognition, Financial Reporting, Accounts Receivable
Education
Rutgers University-New Brunswick
Bachelor of Arts, Economics
Rutgers, The State University of New Jersey-Newark
MBA, Accounting and Finance
Red Bank Regional High School 1969 — 1972
Trillium Health fka AIDS Care May 2012 - January 2014
AIDS Care August 2011 - May 2012
Robert Half International September 2010 - August 2011
ESL Federal Credit Union April 1997 - February 2010
First Federal Savings & Loan Association April 1986 - April 1997
Price Waterhouse August 1983 - April 1986
Skills
Cash Management, Tax, Finance, QuickBooks, JD Edwards, Mergers & Acquisitions, Forecasting, Analysis, Accounting, Internal Controls, Budgets, Cost Accounting, Sarbanes-Oxley Act, General Ledger, Auditing, Financial Analysis, Managerial Finance, Cash Flow
Education
St. John Fisher College 1981 — 1983
B.S., Accounting
Saint Bonaventure University 1979 — 1981
Accounting
Bishop Kearney
Strategic Leadership
Strategic Leadership
Family Heritage Life Insurance Company of America April 2013 - Present
R.L.P. Development Company, Inc. February 2010 - March 2013
Grubb & Ellis / Gundaker Commercial November 2004 - February 2010
Cushman & Wakefield June 2001 - November 2004
NAI Finn & Associates June 1999 - June 2001
Alliance Credit Union March 1995 - May 1999
The Money Store Investment Corporation September 1990 - October 1994
Brown Group, Inc. May 1985 - May 1989
Price Waterhouse August 1982 - January 1985
Skills
Commercial Real Estate, Selling, Brokerage, Asset Management, Marketing, Business Development, Auditing, Program Management, Real Estate, Construction, Leases, Asset Managment, Finance, New Business Development, Sales, Employee Benefits, Investments
Education
Saint Louis University 1989 — 1990
Masters in Business Administration, Marketing
Saint Louis University 1976 — 1982
Bachelor of Science in Business Administration, Accounting
Saint Louis University 1976 — 1982
Bachelor of Arts, Spanish
St. Louis University High School 1972 — 1976
Delta Dental of Missouri June 2010 - Present
Capes, Sokol, Goodman & Sarachan, PC January 2009 - June 2010
UnitedHealth Group May 1997 - July 2008
UnitedHealthcare 1997 - 2008
Intensiva Healthcare May 1996 - May 1997
Price Waterhouse December 1993 - May 1996
Coopers & Lybrand July 1989 - December 1993
Skills
Internal Controls, Insurance, Financial Reporting, Accounting, Financial Analysis, Budgets
Education
Saint Louis University School of Law 2004 — 2008
J.D., Law
Saint Louis University 1999 — 2001
M.B.A., Business/Finance
University of Missouri-Saint Louis 1987 — 1989
B.S.B.A., Accounting
The Hertz Corporation December 2012 - Present
The Hertz Corporation August 2009 - December 2012
Protiviti March 2007 - December 2008
Mercedes-Benz USA March 2001 - January 2007
Mercedes Benz USA March 1986 - March 2001
Mercedes Benz USA April 1991 - March 1996
PricewaterhouseCoopers August 1986 - April 1991
Price Waterhouse 1986 - 1991
Skills
SOX, Internal Audit, Automotive, Audit, Compliance, Accounting, Financial Reporting, Process Improvement, Internal Controls, Financial Accounting, Auditing, Budgeting, Management Consulting, Excel, Microsoft Excel, Sarbanes-Oxley, Sarbanes-Oxley Act, Budgets, Financial Analysis, Accounts Receivable, Risk Management, Finance, Forecasting, Project Planning, SAP, Management, Strategy, Strategic Planning, Financial Audits, Team Leadership, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Science (BS), Accounting
Master Electronics April 2015 - Present
Master International Corporation and Related Companies August 1996 - Present
Christopher D. Mundwiller, CPA 1996 - Present
Kellogg & Andelson 1990 - 1996
Stifel Nicolaus 1988 - 1990
Budget Rent a Car Corporation 1986 - 1988
Price Waterhouse 1984 - 1986
Skills
Accounting, Financial Reporting, GAAP, Cash Flow Forecasting, Internal Controls, Cash Management, General Ledger, Variance Analysis, CPA, Auditing, Financial Analysis, Income Tax, Account Reconciliation, Financial Accounting, Capital Budgeting, Forecasting, Financial Statements, Corporate Tax, Finance, US GAAP
Education
Saint Louis University 1980 — 1984
BS in BA, Accounting, Magna Cum Laude
Duchesne High School 1977 — 1980
Reiter Affiliated Companies March 2015 - Present
Ocean Mist Farms September 2007 - July 2014
California Tree Fruit Agreement 1997 - August 2007
Browning Ferris Industries 1996 - 1997
McDonald's Corporation 1989 - 1996
Price Waterhouse 1983 - 1985
Skills
Financial Statements, Cost Accounting, Consolidation, Microsoft Excel, Variance Analysis, Access, Accounts Payable, Revenue Recognition, FRx, Financial Goals, Fluent in Spanish, Proficient in Microsoft..., Budgets, Cash Management, Finance, Microsoft Word, Cash Flow Forecasting, Monthly Close, Microsoft Office, Year-end Close, Customer Service, Accruals, Financial Forecasting, General Ledger, PowerPoint, Accounting, Analysis, Fixed Assets, Management, Consolidated Financial...
Education
San Jose State University
Bachelor's Degree, Accounting
San Diego July 2012 - Present
Hutchinson and Bloodgood LLP 2010 - Present
Katherine T. Leonard, CPA February 2007 - December 2009
Hamilton Accountancy Corporation December 1999 - February 2007
Katherine T. Leonard, CPA January 1992 - December 1999
FINANCIAL INSIGHT CORPORATION January 1988 - January 1994
Katherine Leonard, CPA January 1985 - January 1988
Asahi Kaikeisha (Arthur Young's Affiliate) - Osaka Japan December 1981 - April 1985
Price Waterhouse June 1979 - December 1981
Intel June 1976 - June 1979
Skills
International Tax, Tax, Corporate Tax, Tax Advisory, Accounting, Due Diligence, Auditing, High Net Worth..., International Business, Internal Controls, Income Tax, Tax Accounting, Strategic Financial..., Tax Preparation, Networking, Tax Law, GAAP, Tax Returns, Japanese business..., Financial Accounting, Tax Compliance, Transfer Pricing, Technical Presentations, Expatriate Tax, Tax Research, IRS, Financial Reporting, Financial Structuring, Financial Planners, Financial Analysis, International..., Internal Audit, Compliance, Financial Planning, International Trade, OVDI Consulting, CPA, IFRS
Education
Santa Clara University 1976 — 1979
M.B.A, International Business
San Jose State University 1972 — 1975
B.A, Japanese Studies/Accounting Minor
San Diego Mesa College
Grisanti, Galef & Goldress/GGG Partners LLC April 2011 - Present
Sun West Acquisition Corp. September 2004 - Present
Madison Associates LP November 2001 - Present
Grubbs Emergency Services LLC October 2000 - Present
EnviroWorks Inc. 1995 - 1998
Gencor Industries, Inc. 1989 - 1995
Price Waterhouse September 1974 - September 1979
Skills
Certified Public..., Accredited in Business..., Certified in Financial..., Due Diligence, Mergers, Management Consulting, Turn Around Management, Valuation, Strategic Planning, Corporate Finance, Financial Modeling, Investment Banking, Receiverships, Bankruptcy, Exit Strategies, Business Planning, Debt Restructuring, Strategy, Financial Analysis, Working Capital..., Small Business, M&A experience, Private Equity
Education
Yale University 1969 — 1973
BA, Economics
Rutgers, The State University of New Jersey-Newark 1973 — 1974
MBA, Accounting
Hewlett Packard April 1997 - October 2014
Price Waterhouse 1995 - 1997
RDK Computer Solutions 1994 - 1995
BT North America 1989 - 1994
McDonnell Douglas Network Systems Company 1984 - 1989
Tymshare, Inc 1980 - 1984
De Anza College 1980 - 1983
Citizens Savings and Loan 1979 - 1980
San Francisco State University 1975 - 1978
San Francisco State University 1973 - 1975
Skills
Program Management, Storage Area Networks, Cloud Computing, Pre-sales, Disaster Recovery, ITIL, Enterprise Software, Operating Systems, Management, Team Leadership, HP-UX, Virtualization, Data Center, Integration, SaaS, Storage, Linux, Unix, Vendor Management, Enterprise Architecture, HP, Analysis, High Availability, Servers, Project Management, SAP, Product Management, Security, VMware, Solution Architecture, Cross-functional Team..., Telecommunications, Business Analysis, IT Service Management, IT Strategy, SAN, Training
Education
San Francisco State University 1972 — 1979
Bachelor's degree
CALSTAR (California Shock Trauma Air Rescue) March 2010 - Present
Vincenzini & Associates CPA May 1985 - Present
Bridge View Resources July 2009 - December 2009
IBS US and IBS Americas May 1998 - September 2009
Burnett & Company CPAs 1994 - 1998
Price Waterhouse January 1985 - December 1994
Skills
Strategic Planning, Budgets, Process Improvement, Business Analysis, Accounting, ERP, Business Planning, Software Implementation, Finance, Financial Accounting, Leadership, Management Consulting, Strategy, Management, Analysis, Mergers & Acquisitions
Education
San Jose State University 1982 — 1986
BS, Accounting
IOT Consumer Products: Health Care Device July 2014 - Present
SocialNet Productions August 2009 - November 2013
Intero Real Estate Services February 2009 - August 2009
Corporate Strategy Consulting May 2006 - January 2009
Cisco October 2005 - April 2006
McAfee August 2004 - May 2005
Cisco 2002 - 2004
IBM 1999 - 2002
Price Waterhouse 1987 - 1988
Computer Partners 1985 - 1987
Skills
Cross-functional Team..., Strategy, Start-ups, Strategic Planning, Leadership, Management, Program Management, Business Process..., Process Improvement, Product Management, Project Management, Business Strategy, Consulting, Entrepreneurship, Business Development, Brainstorming, Facilitation, Integration, Marketing Strategy, Contract Negotiation, SaaS, Lead Generation, Mergers & Acquisitions, Marketing
Education
University of Chicago 1987 — 1987
MBA
University of Michigan 1979 — 1983
BA, Psychology, Minors: IT & Accounting
George Washington University 2000 — 2002
Masters Certificate, Project Management
San Jose State University 2002 — 2004
Masters Certificate, eCommerce Management
RMS August 2015 - Present
Resources Global Professionals October 2012 - July 2015
Imago Systems (ubookoo) February 2010 - October 2012
Sun Microsystems January 2005 - February 2010
Sun Mircosystems January 2000 - January 2005
Sun Microsysystems March 1997 - January 2000
Sun Microsystems February 1995 - March 1997
Price Waterhouse August 1988 - February 1995
Skills
Professional Services, Cloud Computing, IT Strategy, Program Management, Disaster Recovery, Business Continuity, ITIL, Data Center, Sarbanes-Oxley Act, Cross-functional Team..., Security, Governance, Start-ups, Risk Management, IT Management, Information Technology, Strategic Planning, Business Development, Executive Management, Strategic Partnerships, Consulting, Management Consulting, PMO, Team Leadership, Solution Selling, IT Service Management, Information Security, COBIT, Computer Security, IT Audit, Business Process, Leadership, Integration, ERP, Management, Strategy, Project Management, Enterprise Software, Business Strategy, Enterprise Risk..., Business Process..., SaaS, Business Planning, Vendor Management, Project Portfolio...
Education
University of California, Berkeley
BA, Economics
St. Mary's College of California
Executive MBA, Finance
Netflix January 2011 - Present
Varian, Inc. September 2008 - January 2011
Applied Materials March 2007 - September 2008
Applied Materials March 2005 - March 2007
Applied Materials January 2001 - January 2004
Applied Materials January 1991 - January 2004
Price Waterhouse March 1988 - February 1991
Skills
Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, Valuation, Internal Controls
Education
Santa Clara University 1992 — 1995
MBA
San Jose State University 1983 — 1988
BS
JDP Forensic Accounting 1997 - Present
Pioneer Liquidating Corporation June 1991 - August 1997
San Diego Diversified Builder 1986 - 1990
Price Waterhouse 1983 - 1986
Skills
Forensic Accounting, Expert Witness, Fraud, Bankruptcy, Forensic Analysis, Litigation, Courts, Dispute, Investigation, Financial Statements, Due Diligence, Small Business, Financial Analysis, Corporate Tax, Litigation Support, Commercial Litigation
Education
San Diego State University-California State University 1979 — 1983
Bachelor's degree, Accounting
SECU January 2014 - Present
SECU July 2004 - December 2013
The Wake Weekly June 2010 - June 2011
Genworth Financial 2001 - 2004
Blue Cross & Blue Shield of North Carolina August 1998 - July 2001
Progress Energy March 1989 - February 1996
Price Waterhouse September 1986 - March 1989
Davison Chemical Division of WR Grace March 1983 - September 1986
Santa Fe Community College September 1979 - February 1983
Skills
Project Management, Software Development, Analysis, Management, Leadership, Microsoft Office, Process Improvement, Vendor Management, Business Analysis, Change Management, Software Documentation, Public Speaking, Strategic Planning, Customer Service, Team Leadership, Software Project..., Visio, MS Project, Cross-functional Team..., SDLC, Databases, Access, Project Planning, Risk Management, COBOL, Disaster Recovery, Requirements Analysis, Mainframe, Microsoft Project
Education
Virginia Polytechnic Institute and State University 1966 — 1975
BS, Psychology
Santa Fe Community College 1979 — 1982
Associate's degree, Data Processing
Google February 2007 - Present
IBM Global Business Services 1998 - 2006
PwC Consulting 1998 - 2002
Price Waterhouse October 1997 - December 1998
TCS 1992 - 1996
Education
Stanford University 2008 — 2008
Certification, Advanced Project Management
Sardar Patel University 1989 — 1992
MS, Computer Science
St Xavier's High School, Mirzapur, Ahmedabad
St. Xavier's College
BS, Physics and Mathematics
Customized Energy Solutions October 2007 - Present
California ISO January 2001 - November 2007
USAID 1994 - 2001
Louisville Gas and Electric (LG&E) Power Systems 1991 - 1994
Price Waterhouse 1989 - 1991
Federal Energy Regulatory Commission 1987 - 1989
Skills
Demand Response, Electricity Markets, Energy Markets, Smart Grid, Energy Policy, Commodity Markets, Electric Power, Energy, Renewable Energy, Solar Energy, Risk Management, Alternative Energy, Energy Regulation, Energy Efficiency, Business Development, Wind, Utility Industry, Natural Gas, Government, Cleantech, Program Management, Smart Metering, Power Generation, Energy Industry, International Business, Energy Management, Regulations
Education
The George Washington University - School of Business 1986 — 1989
MBA, International Business
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
COMBAT MEDICAL SYSTEMS October 2011 - Present
AVIAT (HARRIS-STRATEX) Morrisville, NC March 2008 - April 2011
DRESSER INC., Florence, Italy & Malmö, Sweden August 2005 - September 2007
SQUARE D (Schneider Electric) Seneca, SC March 2001 - August 2005
SCHLUMBERGER-Cellnet, San Carlos, CA (4/00-2/01) April 2000 - February 2001
SCHLUMBERGER - AEG Hameln, Germany May 1996 - April 2000
SCHLUMBERGER - Sugar Land, TX May 1994 - May 1996
SCHLUMBERGER - Dowell, Sugar Land, October 1992 - May 1994
Price Waterhouse September 1991 - October 1992
GC Services August 1989 - August 1991
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Cost Accounting, Accounting, Internal Audit, Consolidation, Due Diligence, Corporate Finance, SAP, Sarbanes-Oxley, PeopleSoft, Financial Reporting, Variance Analysis, Management
Education
University of Houston 1989 — 1990
Sam Houston State University 1986 — 1988
MBA
Sam Houston State University 1984 — 1987
BBA
New Jersey Performing Arts Center May 2015 - Present
New Jersey Sports and Exposition Authority August 2011 - Present
New Jersey Sport and Exposition Authority August 2008 - August 2011
Freehold Raceway January 1999 - July 2008
New Jersey Sports & Exposition Authority 1985 - 1998
Allstate Insurance 1983 - 1985
Price Waterhouse 1980 - 1983
Skills
Budgets, Accounting, Financial Analysis, Strategic Planning, Mergers, Contract Negotiation, Finance, Sports, Microsoft Excel, Leadership, Auditing, Risk Management, Analysis, Business Planning, Management, Financial Reporting, Team Building
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1995
MBA, Finance
The College of New Jersey 1975 — 1980
BS, Accounting
Washington Valley Cellars January 2000 - Present
price waterhouse 1981 - 1986
Skills
Interior Cellar Design, Management/Organizationa..., Wine, Wood, Strategic Planning, New Business Development, Wine Tasting, Marketing Strategy, Sales Management, Renovation, Contract Negotiation, Business Strategy, Building Materials, Marketing, Construction, Negotiation, Team Building, Food, Sales, Budgets, Public Relations, Construction Management, Small Business, Advertising, Start-ups, Retail, Event Management, Pricing, Account Management, Purchasing, Entrepreneurship, Inventory Management, Real Estate, Event Planning, Business Planning
Education
Rutgers University-New Brunswick 1973 — 1981
BA, MBA, Computer Information Ssytems, Small Business Consulting
Invesco Ltd. May 2000 - Present
Invesco US December 2011 - Present
Invesco Aim May 2000 - Present
Invesco Ltd. August 2006 - September 2008
Reynolds & Reynolds October 1998 - May 2000
Claremont Technology September 1993 - September 1998
Price Waterhouse February 1993 - September 1993
Skills
SDLC, Business Intelligence, Program Management, Business Analysis, CRM, Portfolio Management, Vendor Management, Outsourcing, Management, PMO, Integration, Financial Services, Analysis, Change Management, Project Management, Risk Management, IT Strategy, Requirements Gathering, IT Management, Asset Management, Investments, Team Leadership, Business Process..., Capital Markets, Budgets, Process Improvement, Offshore Management, Offshoring, Offshore Software..., Asset Managment, Analytics, Project Planning, Outsourcing Management, IT Transformation, Captives, Strategy, Mergers & Acquisitions..., Client Communication, Agile, Lean Management, Lean Thinking
Education
The University of Texas at Dallas 1991 — 1997
MS, Mgmt Administrative Science
Sam Houston State University 1988 — 1991
MBA, Finance / Accounting
Mahanagar Boys High School
High School
University of Lucknow
BS, Mathmatics, Geology & Physics
Kyriba 2015 - Present
Ecova 2010 - 2015
Kofax 2009 - 2010
Scantron Corporation 2000 - 2009
PricewaterhouseCoopers 1998 - 2000
Accredited Home Lenders 1996 - 1998
Price Waterhouse 1994 - 1996
American Residential Mortgage Corporation 1990 - 1994
Imperial Savings Association 1987 - 1990
EY 1983 - 1987
Skills
Mergers, Capital Raising, Acquisition Integration, Strategic Planning, Executive Management, Financial Reporting, Accounting, Budgets, SEC filings, Investor Relations, Financial Goals, Operations Management, Sarbanes-Oxley Act, Treasury, Sales Management, Auditing, Private Equity, Mergers & Acquisitions, Business Planning, IPO, Investments, Revenue Recognition, Strategy, Business Strategy, Financial Services, Internal Controls, Management, SEC Filings, Finance, Corporate Finance, Financial Modeling, Forecasting, ERP, US GAAP, Integration, Leadership, Due Diligence, Financial Analysis, Strategic Financial...
Education
University of Pennsylvania - The Wharton School
Executive Development Program
San Diego State University-California State University 1994 — 1998
MS, Finance
San Diego State University-California State University 1976 — 1981
BSBA, Accounting
Huddleston Tax Accountants January 2008 - Present
Johnson, Horak & Hopkins, CPAs 2003 - 2005
Briggs and Veselka, CPAs 2000 - 2002
Price Waterhouse 1996 - 1998
Education
University of Houston 1998 — 1999
Masters in Accounting, Tax and Accounting
Shanghai University of Finance and Economics 1991 — 1996
BA, Accounting
Ernst & Young May 2002 - Present
Arthur Andersen March 2001 - March 2002
Ernst & Young September 1997 - March 2001
Coors Brewing Company July 1995 - September 1997
Anheuser-Busch Companies, Inc. May 1987 - July 1995
Price Waterhouse August 1983 - May 1987
Skills
International Tax, Tax, Accounting, Compliance, Strategic Planning, Auditing, Tax Advisory, Analysis, Corporate Tax, Mergers & Acquisitions, Strategy, Financial Reporting, Restructuring, Transfer Pricing, Big 4, Tax Research, Tax Accounting, Income Tax, Tax Law, Finance
Education
Saint Louis University 1994 — 1995
Executive Masters International Business, International Business
University of Missouri-Saint Louis 1993 — 1995
Masters, Accounting & Taxation
University of Missouri-Saint Louis 1981 — 1983
BSBA, Accounting
Brewer & Hulme, CPAs January 2011 - Present
California Society of CPAs/CalCPA Education Foundation 2007 - Present
Ruzzo, Scholl & Murphy January 1998 - December 2010
Philip R. Hulme, CPA 1993 - 1998
Price Waterhouse 1986 - 1993
Skills
Mergers, Real Estate, Tax, Accounting, Financial Reporting, Due Diligence, QuickBooks, Tax Preparation, Income Tax, Financial Accounting, Start-ups, Small Business, Financial Statements, Mergers & Acquisitions, Investments, CPA, High Net Worth..., Finance, Cash Flow, Tax Returns, Valuation
Education
San Jose State University
Bachelors of Science, Business Administration / Accounting
Pierce Education Properties, L.P. September 1995 - Present
San Diego State University Foundation 1995 - 2006
The California State University 1999 - 2004
Price Waterhouse 1988 - 1993
KPMG 1984 - 1988
Skills
Commercial Real Estate, Real Estate Economics, Property Management, Financial Analysis, Due Diligence, Real Estate Development, Real Estate, Asset Management, Leases, Marketing, Asset Managment, Project Management, Investment Properties, Real Estate Transactions, Strategic Planning, Customer Service, Contract Negotiation, Budgets, Public Relations, Financial Modeling, Event Management, Analysis, Social Media
Education
San Diego State University-California State University 1984 — 1988
MBA Program, Real Estate Finance
San Diego State University-California State University
BS, Finance
Judith Altman Designs 2003 - Present
Burlington Industries 1998 - 2003
Polo Ralph Lauren 1994 - 1998
The Clorox Company 1984 - 1994
Price Waterhouse 1981 - 1984
Skills
Fashion, Jewelry, Wholesale, Merchandising, Retail, Product Development, Marketing, Social Media, Marketing Strategy, Strategic Planning, Customer Service, Cross-functional Team..., Management, Gems, Sales, Brand Development, Textiles, Entrepreneurship, Online Marketing, Apparel, E-commerce, Social Media Marketing, Brand Management, Social Networking, Advertising, Small Business
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA, Information Systems
Rutgers University-New Brunswick 1975 — 1979
BA, Art History
Elementary School through High School 1964 — 1975
Benefit Commerce Group January 2013 - Present
IBP Insurance Services January 1987 - Present
KMCO September 2012 - Present
Retirement Plan Advisory Group January 2008 - January 2014
CIGNA 1986 - 1987
Price Waterhouse 1983 - 1986
Skills
Creative Problem Solving, Articulate Presenter, Financial Modeling, Detail Orientation, Value Engineering, Employee Benefits, Cost Control, Wellness Programs, Corporate Wellness, Human Resources..., ERISA, 401k, Municipal Bonds, Employee Benefit..., Medical Insurance, Self Funded Medical..., Disability Insurance, Life Insurance, International Benefits, Corporate Budgeting, Employee Contribution..., Personnel Management, Health Insurance, Employee Wellness, Human Resources, Insurance, Retirement Planning, Presenter, Strategy, Consulting, Management, Strategic Planning, New Business Development, Leadership, Mergers & Acquisitions, Business Strategy, Team Building, Marketing
Education
Santa Clara University 1979 — 1983
Bachelor of Science, Accounting, 3.98
Campolindo High School 1975 — 1979
CR Group, LP 2004 - Present
Independence Capital Partners 2004 - 2010
PwC 2000 - 2004
PwC 1998 - 2000
Price Waterhouse 1996 - 1998
Price Waterhouse 1995 - 1996
Price Waterhouse 1974 - 1995
Skills
Acquisition Integration, Mergers, Private Equity, Tax, Alternative Investments, Team Leadership, Sarbanes-Oxley Act, Investments, Start-ups, Accounting, Due Diligence, Mergers & Acquisitions, Internal Controls, Business Strategy, Leadership, Business Development, Strategic Planning, Risk Management, Financial Analysis, Global Operations, Strategy, Mutual Funds, Asset Management, Hedge Funds, Auditing, Finance, Financial Services, Management, Venture Capital, Equities, CPA, Financial Modeling, Financial Reporting
Education
The George Washington University - School of Business
Doctor of Business Administration, Finance & Investments
Rutgers, The State University of New Jersey-Newark
MBA, Accounting
The Catholic University of America
BA, Biology
SAS Institute Inc. September 2007 - Present
Citigroup May 1998 - August 2007
Chase 1991 - 1998
HSBC 1987 - 1989
Price Waterhouse 1986 - 1987
Skills
Credit Cards, Analytics, Business Intelligence, Predictive Analytics, Business Analytics, Credit Risk, Predictive Modeling, Customer Acquisition, Data Mining, CRM, Customer Analysis, SAS, Data Warehousing, Data Analysis, Strategy, Big Data, Segmentation, Data Integration, Database Marketing, Enterprise Software, Data Quality, Data Modeling, Professional Services, Business Analysis, Financial Services, Management, Banking, Risk Management, Business Strategy
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
MBA, Computer Information Systems
The Institute of Chartered Accountants of India 1983 — 1987
FCA, Fellow Member of the Institute of Chartered Accountants of India
Loyola College 1978 — 1981
BA, Economics
Venkata Subba Rao
Financial Realty Advisors, LLC August 2008 - Present
Spectrum Properties June 2000 - August 2008
Resources for Senior Living, LLC 1998 - 2000
Lincoln Property Company 1993 - 1998
Price Waterhouse 1989 - 1993
Skills
Real Estate Development, Debt, Structuring, Portfolio Management, Restructuring, Credit, Valuation, Origination, Mezzanine, Asset, Mortgage, Underwriting, Corporate Finance, Asset Management, Workout, Refinance, Capital Markets, Real Estate Investment, Mortgage Lending, Real Estate Finance, Recapitalizations, Default, Real Estate Economics, Asset Managment, Financial Structuring, Investment Properties, Loans, Commercial Real Estate, Disposition, Finance, Due Diligence, Investments, Loan Origination
Education
Siena College, Albany (Loudonville), NY 1986 — 1989
BBA, Accounting
Siena College 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
SmartWorking LLC 2011 - Present
DIRECTV 2008 - 2011
DIRECTV March 2003 - April 2008
DIRECTV March 2000 - February 2003
Ernst & Young 1998 - 2000
Price Waterhouse 1996 - 1998
Price Waterhouse 1994 - 1996
Price Waterhouse 1992 - 1994
Skills
Coaching, Management, Leadership, Program Management, Outsourcing, Vendor Management, SAP, Process Improvement, Change Management, Cross-functional Team..., IT Strategy, Strategy, SDLC, People Skills, Business Process..., Project Management, Team Building, Executive Coaching, Business Analysis, Career Management, Teaching Workshops, Public Speaking, People Development, Career Transitions, Strengths Development, Life Coaching, Career Development..., Job Search Strategies, Consulting, Business Process, Personal Development, Human Relations, Career Assessment, IT Management, Management Consulting, Team Leadership, Career Pathing, Gallup Strengths, StrengthsFinder, Department Management, Analysis, Software Project..., ERP, Software Documentation, Project Portfolio..., PMO, Integration, Visio, Workshop Facilitation
Education
Saint Bonaventure University
Bachelor of Business Administration, Accounting
Sun Microsystems November 2000 - May 2006
Oracle September 1997 - August 2000
PRICE WATERHOUSE August 1995 - August 1996
Westinghouse Electric Company September 1989 - September 1993
Skills
Cross-functional Team..., Product Management, Program Management, Strategy, Product Marketing, Process Improvement, Management, Business Intelligence, CRM, Strategic Planning, Cloud Computing, Enterprise Software, Go-to-market Strategy, Leadership, Project Management, Business Process, Competitive Analysis, SPSS, Python, Change Management, Integration, Data Center, Consulting, Management Consulting, Solution Selling, Analysis, Business Process..., ERP, Recruiting, Workforce Management, Organizational..., Solutions Marketing, Business Strategy, Software Project..., E-commerce, Business Analysis, IT Strategy, Enterprise Architecture, Team Building, Oracle, Usability Testing
Education
Walden University 2008 — 2014
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology, GPA: 4.0
University of Southern California 1993 — 1995
Master of Business Administration (MBA) - Marshall School of Business, Marketing, Operations
Santa Clara University 1985 — 1989
BS, Finance
Bowers Real Estate July 2009 - Present
Cole Capital November 2010 - August 2013
GE Real Estate April 2001 - December 2008
Price Waterhouse June 1995 - September 1999
3rd Infantry - US Army December 1987 - July 1990
Skills
Asset Managment, Real Estate, Due Diligence, Portfolio Management, Investments, Asset Management, Commercial Real Estate, Loans, Finance, Investment Properties, Joint Ventures, Acquisitions, Valuation
Education
San Diego State University-California State University 1992 — 1995
BA in Accounting, Business School
Sanlorenzo New York March 2014 - Present
South Wharf Yacht Yard October 2006 - Present
Cape Yachts January 1986 - Present
Price Waterhouse August 1984 - April 1987
Skills
Yachting, Yachts, Sailing, Marinas, Boating, Maritime, Sales Management, New Business Development, Business Ethics
Education
Saint Bonaventure University 1980 — 1984
BBA, Finance, Accounting
Primo Fundraising, Inc. March 2011 - Present
Home Base Properties, LLC January 2011 - Present
Price Waterhouse August 1989 - September 1994
Education
The University of Texas at Arlington 1986 — 1989
MPA, Accounting
Southeastern Oklahoma State University 1980 — 1983
BA, Speech Communications
The Home Depot November 2011 - Present
Infogroup June 2011 - December 2011
Dell Inc. July 2000 - June 2011
MarkeTech Systems International July 1995 - July 2000
MCI July 1994 - July 1995
Price Waterhouse July 1991 - July 1994
Skills
Database Marketing, Direct Marketing, Predictive Modeling, CRM, Analytics, Customer Analysis, Customer Insight, Lead Generation, Segmentation, Strategy, Marketing Analytics, Online Marketing, Web Analytics, Management, Leadership, Market Research, B2B, Competitive Analysis, Marketing, Data Mining, Business Analytics, Statistical Modeling, Predictive Analytics
Education
The University of Texas at Austin 2003 — 2005
MBA, Executive MBA
Rutgers University 1989 — 1991
MS, Statistics
State University of New York College at Geneseo 1985 — 1989
BA, Mathematics
San Diego State University Research Foundation March 2015 - Present
Mission Edge San Diego January 2014 - October 2014
CommNexus March 2012 - April 2013
Confident Technologies, Inc. February 2011 - April 2012
Websense March 2004 - June 2010
CoStar Group January 1999 - April 2003
Epicor (acquired DataWorks) 1996 - 1998
Price Waterhouse 1991 - 1994
FASB 1991 - 1992
Skills
Internal Controls, Forecasting, Revenue Recognition, Sales Tax, SOX, Financial Reporting, Budgeting, Non-profits, Sarbanes-Oxley Act, Budgets, General Ledger, Accounting, System Implementations, Payroll, Nonprofits, Business Process, Financial Analysis, SEC filings, Auditing, Cost Accounting, Internal Audit, Sarbanes-Oxley, GAAP, US GAAP, Financial Statements, Mergers & Acquisitions, Accounts Payable, Fixed Assets, Finance, Financial Accounting, QuickBooks, Financial Modeling, Bank Reconciliation, CPA, Accounts Receivable, Due Diligence, Management, Tax, Start-ups, Managerial Finance, Great Plains Software, Consolidation, Executive Management, Hyperion Enterprise, Strategic Financial..., Corporate Tax, Cash Flow, External Audit, Corporate Finance, Cash Flow Forecasting
Education
San Diego State University-California State University 1988 — 1990
MS, Accountancy
University of California, San Diego 1983 — 1988
B.A., Economics
Voluntary Interdistrict Choice Corporation July 2009 - Present
Rockwood School District February 1996 - June 2009
Francis Howell School District July 1991 - January 1996
Compass Properties June 1989 - June 1991
Citicorp June 1987 - June 1989
Price Waterhouse January 1983 - June 1987
Skills
Budgeting, Financial Planning, Risk Management, Insurance, Financial Reporting, Strategic Planning, Financial Analysis, Investments, Financial Management, Strategic Financial..., Budgets, Managerial Finance, Negotiation, Auditing, Staff Development, Leadership, Team Building, Public Speaking, Project Management, Project Planning, Management, Finance, Accounting, Analysis, Nonprofits, Cash Management, Public Relations, Process Improvement, Training, Coaching, Human Resources, Microsoft Excel, Leadership Development, Team Leadership, Business Development, Change Management, Fundraising, Real Estate, Entrepreneurship, Program Management, Business Planning, New Business Development, Contract Negotiation, Mergers & Acquisitions, Operations Management, Marketing, Management Consulting, Administration, Customer Service, Purchasing
Education
University of Missouri-Saint Louis 1982 — 1985
MBA, Business, Accounting, 3.929
Southeast Missouri State University 1975 — 1979
BS, Management, Accounting, 3.920
IBM Global Business Services 2002 - Present
PricewaterhouseCoopers July 1997 - September 2002
Price Waterhouse 1989 - 1997
Skills
Process Improvement, Integration, Business Transformation, Project Governance, IT Strategy, Performance Improvement, Global Delivery, Shared Services, Acquisition Integration, Business Analytics, IT Governance, Management Consulting, Transformations, Professional Services, IT Outsourcing, Business Alignment, Consolidation, Governance, Business Process..., Offshoring, PMO, Program Management, Outsourcing, Change Management, Business Process, Business Intelligence, Business Process..., Strategy, Business Process Design, Master Data Management, CRM, Consulting, Software Project..., Business Process..., Requirements Analysis, Business Analysis, IT Transformation, Solution Architecture, Enterprise Architecture, Thought Leadership, Project Portfolio..., Enterprise Software, SDLC, Telecommunications, IT Management, PMP, Cloud Computing, ERP
Education
St. John's University 1980 — 1984
Bachelor of Science (BS)
University of Michigan - Stephen M. Ross School of Business
Graduate Studies
Dying With Dignity Canada November 2010 - Present
Speak for Impact 2009 - 2011
Wanda Morris, Consulting 1996 - 2008
FortisBC 1990 - 1995
Price Waterhouse 1983 - 1990
Skills
Public Speaking, Nonprofits, Leadership, Coaching, Workshop Facilitation, Leadership Development, Fundraising, Volunteer Management, Non-profit Board..., Media Relations, Project Planning, Policy, Presentation Coaching, Organizational..., Program Evaluation, Financial Analysis, Program Development, Staff Development
Education
Institute of Chartered Accountants of BC 1983 — 1986
C.A., Chartered Accountant
University of Calgary 1979 — 1983
B Comm, Accounting
Seattle University
MATS, Spirituality
SpiraLinks Corp June 1995 - Present
Price Waterhouse January 1992 - June 1995
Sun Microsystems June 1988 - January 1992
Amdahl June 1984 - June 1988
Shatkin Investment May 1983 - May 1984
Skills
SaaS, Program Management, Enterprise Software, Cloud Computing, Product Management, Professional Services, Cross-functional Team..., Strategic Partnerships, Vendor Management, Start-ups, CRM, IT Strategy, Strategy, Management, Project Management
Education
Southern Illinois University, Carbondale
Bachelor
Brucker & Morra, APC July 1992 - Present
SBCA - PAC January 2014 - Present
Small Business Council of America January 2014 - Present
Small Business Council of America January 2005 - Present
SBCA - PAC January 2014 - January 2014
Hoffman, Sabban, Brucker & Watenmaker January 1982 - June 1992
Loeb & Loeb LLP January 1972 - October 1980
Price Waterhouse September 1967 - June 1970
Skills
ERISA, Employee Benefits, Expert Witness, IRS and DOL..., Pension-IRA..., Merger & Acquisitions -..., Health and Welfare Plans, 401(k) Plans, Defined Benefit and..., Creditor Protection --..., Litigation Support --..., IRS Controversy -..., Litigation - Pension..., Defined Benefit, Succession Planning, Pensions, Profit Sharing, 401k, Due Diligence, Retirement, ESOP, Tax, Small Business, Mergers & Acquisitions, Defined Contribution, Accounting, Investments, Insurance, Mediation, Mergers, Retirement Planning, IRS, Benefits Administration, Non-Qualified Deferred..., Fiduciary, Pension Funds, Executive Pay, Estate Planning, Arbitration, Plans, Tax Law, Leadership, Employment Law, DOL, Retirement Benefits, COBRA, Flexible Spending..., Litigation, Trusts, Analysis
Education
San Diego State University-California State University 1962 — 1967
Bachelor of Science (B.S.), Accounting
Promontory Financial Group, LLC 2015 - Present
IQPC 2011 - December 2013
True North Partners, LLC July 2007 - October 2010
HypoVereinsbank - UniCredit Bank AG May 1997 - November 2006
S.G. Warburg/Swiss Bank/UBS October 1988 - December 1996
First Boston May 1985 - September 1988
Paine Webber June 1983 - May 1985
Union Pacific October 1982 - June 1983
Price Waterhouse August 1978 - October 1982
Skills
Risk Management, Mergers, Vendor Management, Capital Markets, Management, Budgets, Project Management, Strategic Planning, Banking, Integration, Leadership, Mergers & Acquisitions, Asset Management, Internal Controls, Auditing, Negotiation, Hedge Funds, Accounting, Financial Services, Restructuring, Finance, Strategic Leadership, Product Development, Portfolio Management, Securities, Strategy, Management Consulting, Investments, Private Equity, Corporate Finance, Analysis, Investment Banking, Alternative Investments, Due Diligence, Equities, Start-ups, Executive Management, Financial Risk, Fixed Income, Financial Modeling, Financial Analysis, Business Strategy, Derivatives
Education
Saint Michael's College 1974 — 1978
BA, Business Administration
St. Thomas Aquinas HS
Michael Mazzucco & Associates January 1999 - Present
Long Hill Township 2012 - 2012
Long Hill Township 2012 - 2012
Price Waterhouse August 1987 - December 1998
Skills
QuickBooks, Tax Preparation, Tax, Financial Reporting, Accounting, Real Estate, Finance, Time Management, Strategic Financial..., Financial Statements, Small Business, Financial Accounting, Managerial Finance, Budgets, Payroll, Tax Returns, Sales Tax, Income Tax, Mergers & Acquisitions, Financial Analysis, Auditing
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1987
Western Digital March 2012 - Present
Hitachi GST April 2010 - March 2012
Hewlett Packard June 2007 - April 2010
HP - HPShopping Subsidiary 2003 - 2007
HP - North America Direct & eBusiness September 2000 - 2003
HP - B2B start-up (TradingHubs.com) June 1999 - August 2000
HP March 1994 - March 1999
Price Waterhouse 1986 - 1994
Skills
Team Building, Forecasting, M&A due diligence, IPO, Supply Chain, B2B eCommerce, Financial Planning, Corporate Finance, Change Leadership, Strategic Financial..., Change Management, Financial Goals, Due Diligence, Supply Chain Management, Competitive Analysis, Start-ups, Variance Analysis, Cross-functional Team..., Mergers & Acquisitions, Management, Integration, Business Planning, Financial Modeling, Business Strategy, Finance, B2B, Leadership, Operations Management, Budgets, Strategy, Strategic Planning, Project Planning, E-commerce, Pricing, Revenue Recognition, Cash Flow, Auditing, Acquisition Integration, Venture Capital, P&L Management, Process Improvement, Sarbanes-Oxley Act, Financial Analysis, Analysis, Executive Management, Managerial Finance
Education
San Jose State University 1983 — 1987
BS: Business Administration
Kaiser Permanente February 2013 - Present
Artech Information Systems April 2012 - February 2013
Clear Strategic Solutions, LLC August 2011 - April 2012
Artech Information Systems (contract to Life Technologies) January 2011 - March 2011
Buckley Financial Planning November 2004 - December 2010
Facilities Oversight and Advisory Committee, San Ramon Valley Unified School District May 2005 - May 2009
E&J Gallo Winery 2004 - 2004
Levi Strauss & Co. 2002 - 2003
PepsiCo, Inc. 1989 - 2002
Price Waterhouse July 1987 - November 1989
Skills
Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Internal Controls, Budgets, Accounting, Mergers & Acquisitions, Finance, Auditing, Risk Management, Management Consulting, Change Management, Cross-functional Team..., Process Improvement, Project Management, Management, SAP, Corporate Finance, Business Process..., Strategic Planning, Business Planning, Sarbanes-Oxley Act, Business Development, Strategy, ERP, Acquisition Integration, Business Strategy, US GAAP, Cost Accounting, Business Analysis, Strategic Financial..., Business Process, Due Diligence, Analysis, Competitive Analysis, Managerial Finance, Leadership, Coaching, Team Leadership, Vendor Management, Cash Management, Project Planning, Start-ups
Education
University of California, Berkeley
Master's Degree, Public Health
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance/International Business
Rutgers, The State University of New Jersey-Newark 1984 — 1987
BS, Accounting
Rumson-Fair Haven Regional HS
Liberty Mutual Insurance September 2012 - Present
Liberty Mutual Insurance January 2009 - August 2012
Liberty Mutual Insurance February 2008 - January 2009
Washington Mutual 2003 - 2008
University of Washington 2001 - 2003
DreamLabs 2000 - 2001
Deloitte Consulting 1999 - 2000
Price Waterhouse 1998 - 1999
Skills
Insurance, Property & Casualty..., Online Marketing, Market Planning, Product Marketing, Product Management, Strategy, Vendor Management, Analytics, Market Research, Business Planning, Web Analytics, B2B, Customer Insight, User Experience, Account Management, Customer Experience, Process Improvement, Business Strategy, Marketing Strategy
Education
Seattle University 2002 — 2005
MA Ed
University of Virginia
BS
MLV February 2013 - Present
Virtu Financial February 2012 - February 2013
Morgan Joseph TriArtisan LLC January 2009 - February 2012
McMahan Securities / Argent Financial Group 2004 - 2009
BNY (Bank of New York) Securities Group 2002 - 2004
THE ISLAND ECN Inc 1999 - 2002
New York (Investment Bank) 1997 - 1999
SMITH BARNEY INC 1996 - 1997
Price Waterhouse 1995 - 1996
Firley, Morgan, Freer & Essa CPA Firm 1993 - 1995
Education
Seton Hall University 1987 — 1991
Bachelor of Science, Accounting
GoPro January 2014 - Present
TubeMogul, Inc. October 2013 - Present
Silicon Laboratories April 2013 - Present
Qualcomm Atheros May 2011 - January 2013
Atheros Communications August 2003 - May 2011
NetRatings Inc September 1999 - May 2002
Apptitude January 1996 - September 1999
Electronics for Imaging May 1992 - December 1995
Price Waterhouse September 1987 - June 1992
Skills
Strategic Planning, Corporate Development, IPO, Start-ups, Investor Relations, SOX, Semiconductors, Mergers, Venture Capital, Forecasting, Manufacturing, Team Building, Business Planning, Product Development, Mergers & Acquisitions, Strategic Partnerships, Sarbanes-Oxley Act, Strategy, Business Development, Acquisitions, Program Management, Leadership
Education
Santa Clara University 1983 — 1987
Bachelor of Science (BSc)
Herbein+Company, Inc. July 1992 - Present
Beard Miller Company January 1988 - May 1992
Clairmont, Paciello, CPA January 1987 - January 1988
Alco Standard Corporation (now Ikon) November 1983 - December 1986
Price Waterhouse August 1978 - November 1983
Skills
Tax, Tax Services, Accounting, Tax Returns, Financial Planners, Business Planning, Corporate Tax, Income Tax, CPA, Tax Preparation, Tax Research, Partnership Taxation
Education
Saint Vincent College 1974 — 1978
BS, Accounting
Greater Johnstown High School 1970 — 1974
Whitcomb Management Group 2007 - Present
Gaylord Entertainment 2003 - 2007
Global Commerce 2001 - 2002
Valista August 1999 - October 2000
Price Waterhouse 1995 - 1999
General Electric 1991 - 1993
Ernst & Young 1988 - 1991
Education
Santa Clara University 2001 — 2004
MBA, Finance
University of California, Santa Barbara 1984 — 1988
Economics
Qumulo, Inc. August 2015 - Present
Vitesse Semiconductor March 2013 - April 2015
Optimum Energy October 2010 - January 2015
Frey Consulting, LLC November 2008 - November 2010
Ciena April 2008 - November 2008
World Wide Packets January 2004 - October 2008
Frey Consulting, LLC March 2001 - December 2003
JDL Enterprises, LLC September 1999 - February 2001
Data Base, Inc. October 1994 - September 1999
Price Waterhouse 1991 - 1994
Skills
Start-ups, Professional Services, Cloud Computing, Telecommunications, Product Management, Strategic Partnerships, Mergers, Cross-functional Team..., Mergers & Acquisitions, Sales Operations, Sales Management, Industrial Ethernet, Carrier Ethernet, Venture Financing, Fundraising, Contract Negotiation, Integration, Leadership, Networking, VoIP, Wireless
Education
Santa Clara University 1987 — 1991
BS, Commerce & Accounting
Eastside Catholic 1983 — 1987
Sacred Heart School 1975 — 1983
GE Capital Americas May 2014 - Present
GE Capital Americas April 2011 - May 2014
GE Energy Financial Services January 2007 - June 2011
PricewaterhouseCoopers September 2004 - January 2007
Price Waterhouse July 1984 - December 1991
Skills
US GAAP, IFRS, Private Equity, Portfolio Management, Financial Structuring, Mergers & Acquisitions, FAS 157, Business Valuation, Corporate Finance, Cross-functional Team..., Finance, Financial Analysis, Revenue Recognition, Risk Management, Valuation, Financial Risk, Loans, SEC filings, Management, Managerial Finance, Financial Audits, Strategy, Project Finance, Leadership
Education
Simmons College 1980 — 1984
BA
Sumitomo Mitsui Banking Corporation November 2011 - Present
Allied Irish Bank February 2005 - November 2011
JPMorgan October 1996 - January 2005
Price Waterhouse 1992 - 1996
Skills
Credit Analysis, Portfolio Management, Leveraged Finance, Loans, Credit, Financial Structuring, Commercial Lending, Restructuring, Financial Analysis, Mergers, Loan Origination, Underwriting, Finance, Workout, Middle Market, Credit Risk, Mergers & Acquisitions, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
MBA, Finance
University of Denver - Daniels College of Business 1982 — 1986
BSBA, Accounting/Finance
Orse & Company, Inc. 1996 - Present
Varolii 2005 - 2009
Price Waterhouse LLP January 1994 - April 1995
Price Waterhouse 1989 - 1992
Skills
Mergers, Financial Analysis, Financial Modeling, Venture Capital
Education
Seattle University 1988 — 1993
MBA, Finance/Accounting
Positive Coaching Alliance December 2012 - Present
Jewish Federation of Silicon Valley August 2006 - December 2012
RoseRyan, Inc. 2006 - 2006
Benchmark Capital July 1995 - December 1997
Price Waterhouse July 1984 - July 1995
Skills
Fundraising, Non-profits, Strategic Planning, Organizational..., Budget, Leadership Development, Grant Writing, Team Building, Venture Capital, Executive Management, Start-ups, Mergers, Budgets, Strategic Partnerships, Nonprofits, Entrepreneurship, Program Management, Leadership, Management, Strategy
Education
University of California, Berkeley, Haas School of Business 1980 — 1984
BS, Business Administration, Finance and Accounting emphasis
Santa Clara University 1991 — 1993
Working toward MS, Counseling Psychology
. July 1996 - Present
Price Waterhouse 1990 - 1996
Fortune Brands April 1985 - August 1988
Skills
Accounting, Corporate Tax, Tax, Financial Reporting, US GAAP, Auditing, Microsoft Excel, Sarbanes-Oxley Act, Budgets, Tax Accounting, Financial Analysis, Strategic Planning, Account Reconciliation, QuickBooks, International Tax, JSOX, Expatriate Tax, Personal Income Tax..., Personal Tax Planning, Consolidated Financial..., J-SOX
Education
Seattle University 1988 — 1990
B.A., Accounting
Sophia University 1982 — 1986
B.A., Philosophy and Comparative Religion
Metrie October 2012 - Present
Babcock Consulting Inc. December 1997 - October 2012
Syspro Canada Inc January 1989 - January 1998
Price Waterhouse January 1984 - January 1988
Skills
Process Improvement, Systems Analysis, Software Development, Business Analysis, Financial Accounting, Financial Audits, Software Documentation, Hands-on Training, Data Modeling, ERP Implementations, .NET, PowerBuilder, COBOL, Software Quality..., Technical Sales..., Management, SharePoint, Web Services, Batch Programming, Automated Software...
Education
The University of British Columbia / UBC 2011 — 2013
Certificate in Business Analysis, Business Analysis
The University of British Columbia / UBC 1996 — 1997
Computer Software Engineering
Certified General Accountants of British Columbia 1986 — 1989
Certified General Accountant, Accounting and Finance
Simon Fraser University 1978 — 1982
Bachelor of Business Administration (BBA), Business, Economics and Information Systems
Coldwell Banker August 2014 - Present
Clear Capital September 2011 - Present
Coldwell Banker June 2005 - Present
Titanium Solutions October 2009 - March 2011
Century 21 Premier Realtors 2005 - 2007
PricewaterhouseCoopers 1996 - 2003
Price Waterhouse 1996 - 1999
California State Board of Equalization 1992 - 1996
Board of Equalization 1992 - 1996
Skills
Real Estate, Home Owners, Investment Properties, Sellers, Residential Homes, First Time Home Buyers, Foreclosures, Listings, 1031 Exchanges, Investors, Condos, Property Management, Short Sales, Single Family Homes, Investments, New Home Sales, Townhomes, Real Property, REO, Relocation, National Association of..., SFR, Buyer Representation, Real Estate Transactions, Referrals, Sales, Buyers, Move Up Buyers, Luxury, Management, FHA, Negotiation, Income Properties, Seniors, HUD, New Homes, Rentals
Education
San Jose State University 1988 — 1992
Bachelor of Science (B.S.), Business & Accounting
LMC Tax Consulting July 2014 - Present
Coldwater Creek February 2012 - July 2014
Coldwater Creek June 2007 - February 2012
PricewaterhouseCoopers July 2000 - June 2007
Price Waterhouse February 1994 - June 1998
Skills
Corporate Tax, Tax Accounting, Tax, Auditing, SEC filings, Tax Law, Tax Research, Financial Reporting, Sarbanes-Oxley Act, GAAP, Forecasting, Income Tax, Internal Controls, US GAAP, Tax Returns, Property Tax, Accounting, Transfer Pricing, International Tax, Tax Advisory, CPA, Cost Accounting, Fixed Assets, Financial Audits
Education
Seattle Pacific University - School of Business and Economics 1992 — 1994
Eckley Lombardi LLP November 2014 - Present
Thomas J. Glascott, CPA June 1995 - November 2014
Price Waterhouse March 1994 - June 1995
Ireland San Filippo & Co. September 1989 - March 1994
Skills
Accounting, Construction, Tax Preparation, CPA, Tax, Management, Partnership Taxation, Income Tax, Corporate Tax, Investments, Tax Accounting, Auditing, Financial Reporting, Financial Statements, GAAP, Internal Controls, Mergers, S Corporations, Small Business, Start-ups, Tax Research
Education
Santa Clara University 1985 — 1989
BSC, Accounting
Wells Fargo Home Mortgage October 2012 - Present
Fannie Mae (Federal National Mortgage Association) 2009 - October 2012
Fannie Mae July 2009 - September 2012
Fannie Mae October 2006 - July 2009
Fannie Mae August 2002 - September 2005
Alexander and Alexander 1996 - 1997
Freddie Mac 1993 - 1996
PriceWaterhouse 1991 - 1994
Price Waterhouse 1991 - 1993
PricewaterhouseCoopers 1991 - 1993
Skills
Risk Management, Financial Risk, Operational Risk, Operational Risk..., Mortgage Lending, Capital Markets, Enterprise Risk..., Due Diligence, Credit Risk, Financial Services, Portfolio Management, Asset Managment, Loan Servicing, Sarbanes-Oxley Act, Fixed Income, Financial Analysis, Governance, Securities, Securitization, Banking, Auditing, Internal Controls, Asset Management, Internal Audit, MBS, Credit, Structured Finance, Finance, Management, Business Process..., Business Analysis, Loans, Process Improvement
Education
Salisbury University 1984 — 1991
BS, Finance and Accounting
Classy Kids Videos/CK Videos January 2011 - Present
Self Employed January 2007 - June 2011
Price Waterhouse 1995 - 1999
Skills
Tax, Tax Research, Tax Returns, Tax Preparation, Income Tax
Education
Seattle Pacific University - School of Business and Economics 1990 — 1992
Bachelor of Science (B.S.), Economics
Cablevision June 2015 - Present
UBS March 2014 - June 2015
UBS February 2013 - March 2014
UBS January 2009 - February 2013
UBS March 2006 - January 2009
UBS May 2003 - March 2006
UBS September 2000 - May 2003
Ernst & Young September 1999 - September 2000
Newmark & Company Real Estate, Inc. April 1998 - September 1999
Price Waterhouse August 1993 - April 1998
Skills
Change Management, Risk Management, Asset Managment, Strategic Planning, Project Management, Contract Negotiation, Program Management, Process Improvement, Business Strategy, Operations Management, Executive Management, Strategy, Accounting, Organizational..., Investment Banking, Financial Reporting, Microsoft Office, Finance, Project Planning, Negotiation, Management Consulting, Budgets, Governance, PowerPoint, Microsoft Excel, Real Estate, Procurement, Corporate Real Estate, Middle Office, Organizational Design, Strategic Sourcing, Financial Services, Corporate Finance, Business Planning, New Business Development, Business Process..., Leadership, Cross-functional Team..., Mergers & Acquisitions, CPA, State of New York Real..., Vendor Management, Management, Business Development, Due Diligence, Team Management, Sustainability
Education
Skidmore College
B.S. in Business
Silver Oak Wealth Advisors, LLC February 2015 - Present
School on Wheels, Inc. 2013 - Present
Value Secondary Investments Management January 2007 - December 2011
Pirelli Real Estate June 2003 - January 2006
Morgan Grenfell 2001 - 2002
Sopaf May 1988 - 1998
Price Waterhouse June 1984 - May 1986
Skills
Series 7, Series 6, Investor Relations, Private Equity, Real Estate
Education
SDA Bocconi 1986 — 1987
MBA
University of California, San Diego 1978 — 1982
Management Science
Palisades High School 1974 — 1978
PricewaterhouseCoopers September 1999 - Present
Price Waterhouse June 1998 - August 1998
Boeing (McDonnell Douglas Corp) June 1997 - December 1997
Skills
Financial Reporting, Internal Controls, Assurance, Sarbanes-Oxley Act, SAS70, Sarbanes-Oxley, Auditing, Financial Accounting, IT Audit, Accounting, SEC filings, GAAP, External Audit, US GAAP, Big 4, Internal Audit, Financial Analysis, IFRS, CISA, Enterprise Risk..., CPA
Education
Saint Louis University 1995 — 1999
Nerinx Hall High School 1991 — 1995
World Bank Managing DirectorPricewaterhouseCoopers1983 - 2000
Price Waterhouse 1983 - 2000
Education
Shippensburg University of Pennsylvania 1967 — 1969
Cascade Business Support & Tax Preparation November 2008 - Present
CA Technologies August 1999 - October 2008
ProDX 1998 - 1999
Kao Infosystems, Inc. 1994 - 1998
Maxis 1992 - 1994
Wells Fargo Bank 1986 - 1992
Rucker Fuller Company 1983 - 1986
Price Waterhouse 1981 - 1983
Warmington Homes California 1980 - 1981
Skills
Small Business, Accounting, Tax, Payroll, Bookkeeping, Start-ups, Non-profits, Quickbooks, QuickBooks, Financial Reporting
Education
San Diego State University-California State University
Graystone Prime, LLC 2011 - Present
Emerald Asset Management 2001 - 2011
FUNEX, Inc. 1988 - 2001
Pohl Associates 1987 - 2001
Business Systems, Inc. (BSI) 1984 - 1987
Domesticom/Domestidyne 1982 - 1984
Price Waterhouse 1980 - 1982
Skills
Mergers, Strategic Planning, Private Equity, Start-ups, Business Strategy, New Business Development, Business Development, Contract Negotiation, Accounting, Marketing Strategy, Negotiation, Program Management, Mergers & Acquisitions, Budgets, Forecasting, Executive Management, Leadership, Strategy, Competitive Analysis, Management
Education
Tulane University - A.B. Freeman School of Business 1978 — 1980
MBA, Finance/Accounting
Tulane University 1975 — 1978
Bachelor of Arts (BA), History
Saint Joseph's University 1974 — 1975
White Zuckerman Warsvsky Luna & Hunt, LLP February 2015 - Present
Squar Milner March 2014 - February 2015
White Zuckerman Warzavsky Luna Wolf & Hunt LLP April 2008 - February 2014
ZCH&H September 2005 - April 2008
PepsiCo/Quaker Oats September 1995 - September 2005
Price Waterhouse 1994 - 1995
KPMG Peat Marwick 1992 - 1994
Skills
Forensic Accounting, Financial Statements, Strategic Financial..., Budgets, Cash Flow Forecasting, Financial Audits, Financial Forecasting, US GAAP, GAAP, Business Valuation, Forensic Analysis, Litigation, Litigation Support, Financial Planning, Financial Planners, CPA, Accounting
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Accounting
Commerce Bancshares, Inc VP: IT Financial Support, Business Continuity, Vendor and Contract RiskCommerce Bank Kansas CityMarch 1984 - Present
Baird, Kurtz, and Dobson November 1983 - March 1984
Price Waterhouse January 1982 - November 1983
Skills
Risk Management, Wealth Management, Investments, Governance, Accounting, Financial Risk, Project Management, Banking, Corporate Finance, Internal Audit, Customer Service, Management, Management Consulting, Cash Management, Auditing
Education
Southeast Missouri State University 1977 — 1981
Bachelor of Science (B.S.), Accounting and Computer Science
Southeast Missouri State University
EMCOR Group, Inc 1994 - Present
Norden Systems 1989 - 1994
Peabody International 1981 - 1987
Chesebrough-Pond's 1980 - 1981
Price Waterhouse 1977 - 1980
Education
Sacred Heart University 1991 — 1993
MBA, Finance
Sacred Heart University 1974 — 1977
BS, Accounting
Fairfield Prep 1967 — 1971
Go Wireless, Inc January 2004 - Present
Impact Sand & Gravel January 2002 - December 2004
Garrett Aviation 1987 - 2002
PageNet 1997 - 1999
Henry Schein 1992 - 1994
Price Waterhouse 1982 - 1984
Price Waterhouse 1982 - 1984
Skills
Retail, Forecasting, Sales, Income Statement, Team Building, Inventory Management, Account Management, Business Planning, P&L, P&L Management, Contract Negotiation, Customer Retention, Management, Sales Operations, Start-ups, Profit, Sales Management, Product Marketing
Education
Seton Hall University 1978 — 1982
BS In Business Administartion, Major Accounting
Seton hall Prep
Miller and Co. LLP January 2014 - Present
SingerLewak, LLP June 1983 - December 2013
Price Waterhouse June 1978 - June 1983
Skills
Assurance, Business Advisory, Mergers, Acquisitions, media & entertainment, Film, Film Production, Television, deal structuring, Post Production, Business Strategy, Business Tax Planning, Management Consulting, Negotiation, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Forensic Accounting, Financial Reporting, Corporate Governance, Restructuring, Accounting, Financial Analysis, Strategic Planning, Income Tax, Leadership, Auditing, Investments, CPA, Corporate Tax, Tax, GAAP
Education
San Diego State University-California State University 1974 — 1978
Bachelor's degree, Accounting
Hinzman & Associates Audit ManagerCoradino, Hickey & Hanson1985 - 1987
Price Waterhouse 1978 - 1983
Skills
PeopleSoft, GAAP, Auditing, Financial Reporting, Accounting, Bookkeeping, QuickBooks, Internal Controls, General Ledger, Financial Accounting, Income Tax, Corporate Tax, Partnership Taxation, CPA, Tax Preparation
Education
San Diego State University-California State University 1976 — 1977
BS, Accounting
Hildebrandt International Director of Client DevelopmentPillsbury Winthrop Shaw PittmanOctober 2002 - February 2006
Andersen January 1994 - August 2001
Price Waterhouse 1990 - 1994
Education
Santa Clara University 1981 — 1985
BS, Accounting
Deloitte Tax LLP September 2005 - Present
KLA-Tencor December 2003 - September 2005
PricewaterhouseCoopers 1999 - 2003
Price Waterhouse LLP 1995 - 2003
Price Waterhouse 1995 - 2000
Perkins Coie LLP 1998 - 1999
Skills
International Tax, VAT, Mergers, International Tax..., Tax, Supply Chain..., Tax Provisions, Global Structuring, Corporate Tax, Mergers & Acquisitions, Transfer Pricing, Tax Advisory, Tax Accounting, Financial Structuring
Education
University of Washington School of Law 1990 — 1993
Doctor of Law (JD), Law
San Jose State University 1986 — 1990
Bachelor of Arts (BA), Economics
Kern Advisors 2000 - Present
Pacific Treatment Environmental Services, Inc. 1998 - 2000
Planet Polymer Technologies, Inc. 1996 - 1998
McGladrey & Pullen 1993 - 1996
Price Waterhouse 1991 - 1993
Skills
Internal Controls, SOX, Internal Audit, Accounting, Due Diligence, Forensic Accounting, Financial Analysis, Financial Modeling, Financial Accounting, Forecasting, General Ledger, Financial Planning, Risk Assessment, Sarbanes-Oxley Act, CPA, Sarbanes-Oxley, Cost Accounting, SEC filings, US GAAP, Auditing, Financial Reporting, Strategic Financial..., Finance, Corporate Tax, GAAP, Tax Accounting, SEC Filings
Education
San Diego State University-California State University 1988 — 1991
MS
Eckert Seamans Cherin & Mellott, LLC May 2000 - Present
K&L Gates September 1988 - April 2000
HealthAmerica September 1986 - September 1988
Beckwith Machinery April 1985 - September 1986
Price Waterhouse August 1983 - March 1985
Skills
Accounting, Due Diligence, Mergers, Management, Analysis, Financial Reporting, Mergers & Acquisitions
Education
Saint Vincent College 1979 — 1983
BS, Accounting
Power Integrations July 2010 - Present
Power Integrations July 2001 - February 2009
Quantum Corporation 1995 - 2001
Price Waterhouse 1990 - 1995
Education
San Jose State University
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, CONCENTRATION IN ACCOUNTING
Coca-Cola Enterprises September 2008 - Present
The Preston Partnership LLP November 2007 - March 2008
Price Waterhouse July 1997 - November 2007
PricewaterhouseCoopers 1997 - 2007
Price Waterhouse July 1997 - April 1999
Skills
ITIL, Process Improvement, IT Management, Project Management, IT Strategy, Network Administration, Integration, Lotus Notes, Software Documentation, Security, IT Service Management, Vendor Management, Help Desk Support, Networking, Databases, Troubleshooting, Hardware, Leadership, Information Technology, Software Installation, Training, Technical Support, Management, SharePoint, Testing, Operating Systems, Visio, Service Delivery, Computer Hardware, Disaster Recovery, Active Directory, TCP/IP
Education
HDI 2008 — 2008
ITIL Foundations v3 Certification
Computer Learning Center 1993 — 1993
Help Desk Certificate
Rutgers, The State University of New Jersey-Newark 1987 — 1991
WellPoint August 2008 - October 2009
WellPoint August 1999 - November 2005
Ligand Pharmaceuticals April 1996 - February 1998
Price Waterhouse January 1994 - February 1996
Education
San Diego State University-California State University 1998 — 1999
MSBA, Management
San Diego State University-California State University 1991 — 1993
BS, Accounting
Alice A. Tout, CPA February 2014 - Present
Alice A Tout, CPA January 1983 - January 2008
LOO & THOMPSON, CPA'S July 1979 - November 1982
Price Waterhouse 1972 - 1977
Skills
Accounting, Financial Reporting, Small Business, Income Tax, Bookkeeping, CPA, Tax Preparation, Tax Returns, Tax, Customer Service, Auditing, Corporate Tax, GAAP
Education
San Diego State University-California State University 1969 — 1971
Bachelor's degree, BS Accounting
San Diego Mesa College 1966 — 1969
Certificate of Accounting
Watkins Manufacturing Corporation November 2006 - Present
Watkins Manufacturing Corporation July 1996 - October 2006
Action Instruments Inc July 1976 - June 1995
Price Waterhouse July 1973 - March 1976
United States Navy January 1969 - June 1973
Education
San Diego State University-California State University
MBA
University of Nebraska-Lincoln
BSBA, Accounting
PwC July 2015 - Present
PricewaterhouseCoopers, Philadelphia, USA 2003 - Present
PricewaterhouseCoopers 2002 - Present
VecTour, Inc. January 2000 - December 2002
Global Passenger Services, LLC February 1998 - December 2000
Perdue Farms Incorporated February 1995 - February 1998
Price Waterhouse 1988 - 1995
Skills
Financial Reporting, Internal Controls, Accounting, Financial Analysis, Finance, Auditing, SEC Filings, US GAAP, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
Salisbury University 1984 — 1988
Bachelor of Science (BS), Accounting
Insead Singapore
LGT Capital Partners July 2008 - Present
New Mott Apartment Corporation July 2013 - September 2015
Eurohypo AG July 2006 - July 2008
Price Waterhouse July 2005 - July 2006
Skills
Private Equity, Acquisitions, Alternative Investments, Buyouts, Capital, Due Diligence, Hedge Funds, Investment Banking, Valuation, Venture Capital, LBO, Emerging Markets, Capital Markets, Financial Structuring
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
SDA Bocconi
Bank of the West January 2014 - Present
Bank of the West January 2005 - December 2013
Bank of the West August 1997 - January 2005
Price Waterhouse 1991 - 1997
Office of Thrift Supervision 1989 - 1991
Federal Reserve Bank of San Francisco 1985 - 1989
Skills
Banking, Data Analysis, Financial Analysis, Finance, Risk Management, Management, Commercial Banking, Loans, Financial Modeling, Credit, Portfolio Management
Education
Saint Mary's College of California 2005 — 2010
MA, Liberal Studies
University of Nebraska-Lincoln 1979 — 1983
BS, Finance
Brown & Brown, Inc. January 2013 - Present
Brown & Brown Insurance Agency of Virginia, Inc. September 2006 - December 2012
Brown & Brown Inc 1995 - 2006
Price Waterhouse August 1994 - September 1995
Skills
Health Insurance, Commercial Insurance, Underwriting, Insurance, Umbrella Insurance, Property & Casualty..., Workers Compensation, Professional Liability, Brokers, Liability, Employee Benefits
Education
Rutgers University 1990 — 1994
Bachelor of Science, Accounting
Gibbons & O'Neill CPA 1990 - Present
First Pennsylvania Bank 1983 - 1985
Price Waterhouse 1981 - 1983
Skills
Taxation, Accounting, Bookkeeping, Financial Accounting, Tax, Corporate Tax, Internal Controls, Auditing, Microsoft Office, PowerPoint, Microsoft Excel, Tax Preparation, Tax Returns, Financial Reporting, GAAP, Income Tax
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
B.A., Business Administration
David M. Harriger, CPA Inc. Senior AccountantPrice Waterhouse1980 - 1980
Price Waterhouse 1977 - 1979
Education
San Diego State University-California State University 1976 — 1979
Accounting
Nationstar Mortgage April 2011 - Present
American Home Mortgage Servicing September 2009 - November 2011
Burton Group August 2008 - April 2009
EDS December 2001 - September 2008
Electronic Data Systems August 1999 - December 2001
EDS May 1997 - August 1999
Price Waterhouse November 1994 - May 1997
GMAC February 1992 - November 1994
First Federal of Michigan January 1990 - February 1992
First Federal of Michigan September 1989 - January 1990
Skills
Manufacturing, Insurance, Energy, Security, Information Security, Vendor Management, CISSP, Computer Security, Process Improvement, Retail, Program Management, Enterprise Architecture, Security Architecture..., Information Security..., Business Continuity, Integration, Strategy, Risk Assessment, Network Security, PCI DSS, Enterprise Software, IT Audit, Governance, Disaster Recovery, Vulnerability Assessment, ISO 27001, ITIL, Data Center, Firewalls, IT Strategy, IT Management, Penetration Testing, CISA, Business Intelligence, Data Security, Security Awareness, Security Management, Vulnerability Management
Education
Sam Houston State University 1984 — 1988
BS, Industrial Technology
Levi Strauss & Co. January 2013 - Present
Hyatt Hotels Corporation August 2012 - December 2012
Hyatt Hotels Corporation August 2008 - August 2012
Yum! Restaurants International December 2005 - July 2008
Pizza Hut January 2003 - December 2005
Yum! Restaurants International July 2000 - December 2002
Yum! Restaurants International September 1996 - June 2000
Pepsico Restaurants International April 1994 - August 1996
American Express India and Area countries 1986 - March 1994
Price Waterhouse 1983 - 1986
Skills
Strategy, Income Statement, Forecasting, Hospitality, Financial Analysis, Strategic Planning, Budgets, Hotels, Franchising, Mergers, Financial Modeling, Restaurants, Accounting
Education
The Institute of Chartered Accountants of India 1983 — 1986
Chartered Accountant
Shri Ram College of Commerce 1980 — 1983
Bachelor of Commerce (B.Com.)
Republic Services July 2014 - Present
Republic Services December 2013 - June 2014
Republic Services September 2013 - December 2013
Republic Services Inc 2007 - August 2013
Porteous Fastener Company 1998 - 2007
Safeguard Health Enterprises 1992 - 1998
The All American Gourmet Company June 1987 - May 1992
Price Waterhouse September 1981 - May 1987
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Cost Accounting, Accounting, Forecasting, Auditing, Fixed Assets, Accounts Payable, Financial Analysis, Accruals, Accounts Receivable, Account Reconciliation, US GAAP, Budgets, Financial Accounting, P&L, Managerial Finance, Internal Audit, Cash Flow, Payroll, Analysis
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1981
BA, Accounting
Cubic July 2013 - Present
Cubic May 2003 - June 2013
Cubic Corporation January 2002 - April 2003
Cubic Corp. January 2001 - December 2001
Cubic Corporation January 1992 - January 2001
Cubic Corporation October 1987 - January 1992
Cubic Corporation July 1981 - October 1987
Price Waterhouse July 1979 - July 1981
Education
San Diego State University-California State University 1975 — 1979
B.S., Business Administration (Accounting)
Bonita Vista High School 1972 — 1975
HS Diploma, Accelerated
Omthera Pharmaceuticals, Inc. November 2008 - Present
Merck & Co., Inc. October 2007 - November 2008
MERCK & CO., INC. August 2006 - October 2007
MERCK & CO., INC. January 2006 - August 2006
MERCK & CO., INC., June 2005 - January 2006
MERCK & CO., INC. July 2002 - June 2005
MERCK & CO., INC., January 1999 - July 2002
MERCK & CO., INC. June 1994 - January 1999
MERCK & CO., INC., October 1993 - June 1994
Price Waterhouse May 1985 - October 1993
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1985
BA, Accounting
Baker Brothers Rotovision, Inc. January 2012 - Present
Omniflight Helicopters, Inc. 2005 - January 2012
Gadzooks 1996 - 2005
Price Waterhouse 1991 - 1996
Skills
Certified Public...
Education
Southeastern Louisiana University
Bachelor of Science, Accounting
St. Scholastica Academy
State Street March 2010 - July 2012
The Capital Group Companies March 1997 - July 2009
Toshiba America Information Systems 1995 - 1997
Price Waterhouse 1991 - 1995
Skills
PMP, Project Portfolio..., Business Process..., PMO, IT Management, Visio, Cross-functional Team..., Business Process, Program Management, Change Management, SDLC, Software Documentation, Management, Team Leadership, Project Management, Leadership, Business Analysis, Budgets, Information Technology, Vendor Management, Process Improvement, Procurement, Integration, IT Strategy, Software Project..., Business Intelligence
Education
University of San Diego
MBA
San Diego State University-California State University
B.S.
Rogers Group Inc. June 2011 - Present
Altegrity, Inc. May 2010 - Present
Alpharma (Acquired by King Pharmaceuticals/Pfizer in Dec. 2008) October 2002 - February 2009
Ingersoll Rand 1987 - 2002
Price Waterhouse 1980 - 1986
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, Economics
Seal Beach Investments Inc. September 2007 - Present
Process Equipment Company November 2009 - August 2011
Process Equipment Company June 2006 - August 2011
Buckingham Capital Partners January 2006 - August 2011
Calwax Corporation 2001 - 2007
American Honda 1996 - 2001
American Honda 1989 - 1995
Excellon Automation 1983 - 1988
Esterline Technologies 1978 - 1983
Price Waterhouse 1973 - 1978
Skills
New Business Development, Sales Management, Marketing Strategy, Cross-functional Team..., Negotiation, Project Management, Acquisition Integration, Mergers, Strategic Planning, Manufacturing, Executive Management, Turn Around Management, Business Planning, Operational Excellence, Business Strategy, Team Building, Contract Negotiation, Product Development, Start-ups, Restructuring, Mergers & Acquisitions, Management, Leadership, Marketing, P&L Management, Finance, Income Statement, Lean Manufacturing, Process Improvement, Supply Chain Management, Operations Management, Sourcing, International Business, Management Consulting, Organizational..., Change Management, Business Development, Logistics, Budgets, Strategy, Sales, Human Resources, Product Management, Forecasting, Purchasing, Entrepreneurship, Team Management, Strategic Partnerships, Program Management, Project Planning
Education
Sacred Heart University 1975 — 1983
MBA, Business
Sacred Heart University 1969 — 1973
B.S., Accounting
Fairfield College Preparatory School 1965 — 1969
H.S., High School
The Highlands Consulting Group November 2006 - Present
CGI/American Management Systems/Synergy 1999 - 2006
Jacobs Engineering 1995 - 1999
Price Waterhouse 1990 - 1995
Monterey Bay Academy 1985 - 1990
Skills
Office Management, Administrative..., Bookkeeping, Human Resources, Purchasing, Procurement Contracts, Conference Coordination, Records Management, Proposal Support, Safety Monitoring, New Hire Orientations, Staff Supervision, Administrative Work, Leadership, Time Management, Management, Proposal Writing, Employee Benefits, Payroll, Workshop Facilitation, Management Consulting, Administration, Training, Project Management, Program Management, Change Management, Business Analysis, Process Improvement, Business Process...
Education
Southern Adventist University 1981 — 1984
A.S.
PriceWaterhouseCoopers 1997 - 2002
Price Waterhouse 1993 - 1996
Education
Saint Mary's College 1989 — 1993
BA, Finance and Accounting
San Francisco Employees' Retirement System September 2008 - Present
Callan Associates Inc. June 2001 - September 2008
CSAA Insurance Group 1999 - 2001
Deloitte May 1998 - September 1999
Vining Sparks, IBG 1997 - 1998
Interstate Johnson Lane 1996 - 1997
American Physician Services Corporation 1993 - 1996
CitiBank 1991 - 1992
Price Waterhouse July 1984 - June 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Seattle University 1979 — 1984
BA, Accounting & Finance
NINO G. ORLANDI PROFESSIONAL CORPORATION October 2005 - Present
Nino Orlandi, C.A. January 1989 - Present
PRICE WATERHOUSE November 1985 - October 1987
TOUCHE ROSS 1984 - 1985
Skills
Chartered Accountant, Public accountant, Management consutant, Bookkeeping, Small Business, Coaching, Accounting, Financial Reporting, Tax, Management, Account Management, Business Analysis, Leadership, Auditing, Business Development, Business Planning, Management Consulting, Internal Controls, Business Strategy, Budgets, Strategic Planning, Accounts Payable, Team Leadership, Accounts Receivable, Team Building, Business Process..., Contract Management
Education
Ryerson University 1976 — 1980
Bachelor of Business Management
IDEA (Innovative Design Engineering Animation) Pvt Ltd CEOAirwave Technolgy1996 - 1999
Creative Technology 1992 - 1995
RasterOps 1986 - 1992
Price Waterhouse 1982 - 1985
Education
San Jose State University 1978 — 1982
BS, Accounting
Daniel J. Baier, CPA, P.C. April 1997 - Present
Rochester Gas & Electric June 1983 - April 1997
Price Waterhouse September 1974 - June 1983
US Army September 1968 - September 1970
Education
Saint Bonaventure University 1964 — 1968
BBA, Finance
La Rocca Creative Cakes Inc. July 2012 - Present
Aastra Technologies Limited December 2011 - July 2012
QuStream Corporation April 2007 - December 2011
Aastra Technologies Limited April 2006 - March 2007
Aastra Technologies Limited January 2001 - March 2006
SCM Supply Chain Management 1996 - 2000
Price Waterhouse 1991 - 1996
Skills
Executive Management, Public Companies, Business Process, Business Strategy, Financial Planning, Financial Reporting, Corporate Finance, Corporate Governance, International Business, Strategic Planning, Restructuring, Strategy Development, Mergers, Acquisition Integration, Contract Negotiations, Contract Development, Investor Relations, Auditing, Operations Management, Risk Management, Credit Risk, Inventory Management, Financial Systems..., Tax, Cash Flow Management, Budgeting, Forecasting, Human Capital Management, IT Management, Leadership, Strategic Financial..., Cash Flow, Financial Analysis
Education
Ryerson University 1987 — 1991
Bachelor of Business Management (BBM), Accounting Finance, with Minor in Economic Analysis
Deloitte Financial Advisory Services, LLP July 2006 - Present
US Securities and Exchange Commission June 2001 - July 2006
Price Waterhouse April 1996 - June 1998
Education
Siena College
B.S., Finance concentration in Accounting
AbbVie (formerly Abbott Laboratories) September 2005 - Present
AbbVie 2005 - 2015
AbbVie 2005 - 2015
IBM Global Business Services May 1995 - August 2005
IBM 2001 - 2005
Price Waterhouse 1995 - 2002
PriceWaterhouseCoopers 1995 - 2001
Syntex Laboratories, Inc February 1983 - May 1994
Skills
SAP FI/Co, SAP ECC6, Software Project..., SAP ERP, SAP, SAP R/3, ERP, Financial Reporting, Management, Analysis, Business Process..., Business Analysis, Business Process, Management Consulting, IT Strategy, Business Intelligence, Consulting, Process Improvement, Cross-functional Team..., Business Transformation
Education
University of California, Berkeley 1979 — 1981
Saint Mary's College 1969 — 1973
B.S., Biology
Wong Johnson & Associates, APC January 2003 - Present
Rushall Reital & Randall 2000 - 2003
Ernst & Young 1996 - 2000
Ride & Show Engineering 1993 - 1996
Price Waterhouse 1987 - 1993
Skills
Auditing, Finance, Accounting, Tax, Mergers, Internal Controls, Tax Returns, Tax Law, Financial Accounting, Mergers & Acquisitions, Restructuring, CPA, GAAP, Financial Statements, SEC filings, QuickBooks, Management
Education
University of California, Riverside 1995 — 1995
Advanced Management Program
University of California, Berkeley 1983 — 1984
Executive program, Business Administration and Management, General
San Diego State University-California State University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Campbell & Bolas, LLP September 2005 - Present
AICPA 1997 - Present
Price Waterhouse 1984 - 1989
PricewaterhouseCoopers 1984 - 1989
Skills
Legal Writing, Business Planning, Strategy, Tax, Accounting, Due Diligence, Mergers & Acquisitions, CPA, Corporate Tax, Income Tax, Tax Accounting, Financial Analysis, Financial Reporting
Education
University of Denver 1979 — 1980
LLM, Taxation
University of Dayton School of Law 1976 — 1979
Doctor of Law (JD)
Saint Bonaventure University 1972 — 1976
Bachelor of Arts (BA)
August West Investors March 2014 - Present
AES 2011 - February 2014
AES 2009 - 2010
AES 2007 - 2008
AES 2002 - 2007
AES 2000 - 2002
AES 1998 - 1999
AES 1997 - 1998
Price Waterhouse 1996 - 1997
Skills
Energy, Strategy, Leadership, Internal Audit, Financial Analysis, Risk Management, Accounting, Financial Modeling, Risk Assessment, Process Improvement
Education
Saint Joseph's University 1975 — 1980
Bachelor of Arts (BA), Accounting
Widener University 1985 — 1988
Master of Science (MS), Taxation
Tri Marine Group 2001 - Present
The Upper Deck Company 2000 - 2001
Bandai America 1997 - 2000
Tri Marine International, Inc 1993 - 1997
21st Century Film Corporation 1990 - 1993
Price Waterhouse 1985 - 1990
Skills
Entertainment, Strategic Planning, Budgets, Strategy, Mergers & Acquisitions, Start-ups, Finance, Financial Reporting, Business Strategy, Corporate Finance, Financial Modeling, Forecasting, Managerial Finance
Education
San Diego State University-California State University
Bachelors, Business - Accounting
Coats April 2012 - Present
Coats April 2009 - April 2012
Coats North America May 2006 - March 2009
Cuda Consulting Inc. 1998 - 2005
Price Waterhouse 1994 - 1997
Geary Corp 1991 - 1994
Skills
Business Analysis, ERP, Process Improvement, Project Management, SAP, SAP ERP, SAP R/3, Supply Chain, Supply Chain Management, Business Intelligence, EDI, IT Management, Business Process, Business Strategy, Integration, Program Management, SAP BW
Education
Siena College 1987 — 1991
SFC August 2012 - Present
New York State 2000 - Present
Disabled Veterans National Foundation 2014 - 2014
Town of Rotterdam, NY 1995 - 1999
Ernst & Young 1987 - 1992
Price Waterhouse 1982 - 1987
Skills
Microsoft Excel, Project Management, Leadership, Instruction, Change Management, Handgun, Project Planning, Firearms, Microsoft Word, Fundraising, Editing, Business Planning, PowerPoint, Event Planning, Process Improvement
Education
Gunsite Academy 2013 — 2020
Combat Systems and Tactics (CSAT) 2012 — 2020
Firearms Training
Sig Sauer Academy 2012 — 2020
Firearms Training
Saint Louis University 1979 — 1982
MBA, Finance
University of Missouri-Columbia 1974 — 1976
BS, Public Administration
Kirkwood High School 1970 — 1972
HS
Tax Strategies, LLC January 2015 - Present
Lopata, Flegel & Company LLP January 2014 - November 2014
Conner Ash PC February 2006 - November 2013
Self-Employed CPA 1995 - 2006
CitiMortgage January 1984 - January 1995
Price Waterhouse 1981 - 1984
Education
Saint Louis University 1979 — 1981
BS, Accounting and Finance
Aetna January 1992 - Present
Price Waterhouse August 1984 - December 1991
Skills
Corporate Tax, Tax Accounting, Accounting, Insurance, Health Insurance, Management, Leadership
Education
Siena College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Oracle August 2014 - Present
Novartis Pharmaceuticals May 2007 - June 2014
BD 2000 - 2004
Unilever 1997 - 2000
Price Waterhouse 1994 - 1997
Skills
Pharmaceutical Industry, Clinical Development, Clinical Trials, Cross-functional Team..., Forecasting, Strategy, Process Improvement, Strategic Planning, Management, Project Management, Change Management, Finance, Business Planning
Education
Rutgers, The State University of New Jersey-Newark
Law Firm Downtown August 2015 - Present
Chico's FAS Inc. September 2010 - September 2015
Johnson, Trent, West & Taylor, L.L.P. September 2011 - August 2015
Shirley Acres, Banquet and Restaurant May 1987 - October 2009
Price Waterhouse 1991 - 1994
Skills
Customer Service, Inventory Management, Microsoft Office, Social Networking, Management, Training, Payroll, Administrative..., Event Management, Event Planning, Marketing, Public Speaking, Team Building, Time Management
Education
Sam Houston State University
Criminal Justice and Business
First Tech Federal Credit Union July 2010 - June 2012
Hewlett-Packard 1987 - 2007
Price Waterhouse 1984 - 1987
Education
Notre Dame de Namur University
MBA, Business
San Francisco State University
Bachelor of Science (BS), Accounting / Business