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
BL Restaurant Operations, LLC December 2010 - Present
Carlson Restaurants Worldwide July 2009 - November 2010
Higher Ed Holdings, American College of Education and Epic Learning System June 2007 - April 2009
American College of Education 2007 - 2009
Ericsson Inc. January 2002 - June 2007
Ericsson Canada January 1998 - December 2001
Ericsson Canada July 1995 - December 1997
Price Waterhouse June 1988 - July 1995
Skills
Strategic Planning, Financial Reporting, Operational Support, ERP Implementations, Financial Analysis, Finance, Team Building, Project Planning, Mergers, Sarbanes-Oxley Act, Managerial Finance, Cost Accounting, Budget, Forecasting, Variance Analysis, Process Improvement, Restructuring, Accounting, Financial Modeling, Leadership
Education
The University of British Columbia 1983 — 1988
BComm
Pennybacker Capital, LLC January 2013 - Present
Buffington Capital Holdings June 2012 - December 2012
Cypress Real Estate Advisors April 2001 - October 2011
Alex Sheshunoff Management Services 1999 - 2001
Price Waterhouse 1990 - 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Windows
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Accounting and Finance
TechBridge August 2011 - Present
Omnilink Systems March 2009 - August 2011
TechBridge June 2007 - August 2011
Avanade January 2007 - February 2009
HP August 2004 - January 2007
Novis Energy, LLC June 2005 - December 2006
Extreme Logic 2000 - 2004
Franklin Consulting 1997 - 2000
Oracle Corporation 1996 - 1997
Price Waterhouse 1994 - 1996
Skills
Executive Management, Business Turnaround, Cloud Computing, Enterprise Software, Professional Services, SaaS, IT Strategy, Program Management, Strategic Planning, Solution Selling, Business Intelligence, Business Analysis, Integration, Enterprise Architecture, SDLC, Leadership, Consulting, ERP, Management, Outsourcing, Strategy, PMO, Vendor Management, CRM, Business Process..., Strategic Partnerships, Product Management, Cross-functional Team..., Business Development, IT Management, Management Consulting
Education
University of Maryland 2003 — 2005
MBA
University of Georgia 1989 — 1993
BBA
Calhoun HS
Klein & Associates October 2013 - Present
Industrial Battery Products 2009 - 2013
Oracle 1999 - 2009
PwC 1992 - 1999
EY 1990 - 1992
Price Waterhouse 1981 - 1990
Honeywell Aerospace 1976 - 1980
Skills
Cost Accounting, Management Consulting, Finance, Financial Analysis, Manufacturing, Forecasting, Revenue Recognition, Performance Improvement, Cost Management, Accounts Payable, Managerial Finance, Sarbanes-Oxley Act, Financial Reporting, Consolidation, Internal Controls, Financial Audits, Variance Analysis, Cash Management, Oil & Gas Industry, Distribution Strategies, Aerospace Manufacturing, Operations Management
Education
The University of North Dakota 1971 — 1975
Bachelor's degree, Accounting and Finance
BDO USA, LLP April 2015 - Present
Deloitte January 2006 - April 2015
H&R Block November 2002 - December 2005
Martin-Luther-University of Halle-Wittenberg October 1998 - April 2001
Price Waterhouse January 1997 - September 1998
German Tax Administration August 1988 - September 1991
Skills
CPA, Big 4, Tax Accounting, Tax Advisory, Tax Law, Tax Research, Tax, Income Tax, Partnership Taxation, Gift Tax, Estate Planning, International Tax, Personal Financial..., Accounting, Financial Analysis
Education
The University of Göttingen 1991 — 1996
Master of Science, Taxation
Nds. FH für Verwaltung & Rechtspflege, Fachbereich Steuerverwaltung 1988 — 1991
Bachelor's degree, Taxation
Self Employed 2007 - 2012
Candle Lamp Company (Sto Corporation) 2008 - 2009
Westar Capital 1996 - 2005
Price Waterhouse 1988 - 1993
Skills
Investments, Mergers & Acquisitions, Corporate Finance
Education
The University of Memphis 1974 — 1979
BBA, Accounting
Pieper Whitaker & Bjork, LLC November 2012 - Present
MTK, LLC November 1991 - October 2012
Grant Thornton January 1990 - October 1991
Price Waterhouse June 1985 - January 1990
Skills
Tax, Accounting, High Net Worth..., LLC, Financial Planners, Corporate Tax, Income Tax, Tax Preparation, Small Business, Mergers, Litigation Support, Partnership Taxation, Mergers & Acquisitions, CPA, Tax Accounting, Start-ups, S Corporations, Tax Returns, Tax Research, Tax Advisory, Personal Tax Planning, US GAAP, Financial Statements, Corporate Tax Planning, Personal Income Tax..., Estate Planning
Education
The University of North Dakota School of Law 1983 — 1986
B.S., Accounting
The University of North Dakota 1979 — 1983
BA, Accounting
Dell Inc June 1998 - Present
Dell Inc 1995 - 2005
Price Waterhouse September 1993 - July 1995
Skills
Business Analysis, Oracle E-Business Suite, Sarbanes-Oxley Act, Business Process..., Process Improvement, ERP, Business Intelligence, SDLC, Project Management, Business Process, Financial Analysis, Management, Global Teams, Requirements Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1992
MPA, Accounting
Trinity University 1987 — 1991
BS, Accounting
Riveron Consulting May 2014 - Present
Independent Financial Consultant August 2011 - May 2014
Tatum June 2012 - August 2013
Merrill Lynch January 2010 - August 2011
NexGen Strategic Advisors, LLC January 2008 - June 2009
Huron Consulting Group July 2003 - December 2007
Banc of America Securities 1997 - 2002
Price Waterhouse 1992 - 1995
Skills
Audit, Due Diligence, Financial Planning, Financial Accounting, Corporate Lending, Commercial Banking, Commercial Lending, Investment Banking, Investment Advisory, Investment Strategies, Alternative Investments, Management Consulting, New Business Development, Credit Analysis, Risk Management, Restructuring, Debt Structuring, Capital Markets, Capital Structure, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Investments, Credit, Mergers, Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Equities, Cash Management, Corporate Finance, Cash Flow, Debt, Series 7, Financial Management, Structuring, Financial Markets, Wealth Management, Risk, Financial Reporting, Fixed Income, Auditing, Mergers & Acquisitions, Investment Management, Financial Advisory, Strategic Financial..., Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA, Finance
University of Virginia - McIntire School of Commerce 1988 — 1992
BS, Accounting
Consortium for Graduate Studies in Management
Consortium for Graduate Studies in Management
Jr. High
Phoebus High School
American Campus Communities June 2014 - Present
National Instruments April 2013 - June 2014
National Instruments September 2000 - April 2013
Exterprise September 1999 - August 2000
National Instruments July 1995 - September 1999
Price Waterhouse January 1991 - June 1995
Skills
Business Analysis, Process Improvement, Oracle E-Business Suite, Business Process..., Business Process, Testing, Requirements Gathering, Software Project..., Cross-functional Team..., Financial Accounting, ERP Implementations, Revenue Recognition, Business Intelligence..., Distributed Team..., Tokenization, PCI DSS, CAFM, Nexus Payables, MRI Software
Education
The University of Texas at Austin 1986 — 1990
BBA, Accounting
Cohen-Esrey Real Estate Services, LLC February 1998 - Present
Bank of America April 1996 - January 1998
UMB Bank November 1988 - April 1996
Mendus & Keech, CPAs August 1986 - September 1988
Tom Little & Company April 1985 - August 1986
Price Waterhouse July 1983 - April 1985
Skills
Affordable Housing, Property Management, Real Estate Development, Real Estate
Education
University of Kansas 1979 — 1983
Accounting, Accounting and Business/Management
Pillar Wealth Advisors, LLC April 2012 - Present
1847Financial August 2013 - Present
IBM Corporation 2002 - August 2013
PwC Consulting 1992 - 2002
Crabtree Capital Corporation 1989 - 1992
Price Waterhouse 1982 - 1987
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Economics / Finance
University of Delaware 1978 — 1982
BA, Accounting
The Grove School September 2013 - Present
Robert Half Management Resources January 2012 - August 2013
First Company Governor's Horse Guards March 2006 - June 2012
NEJ, Inc February 2011 - January 2012
Escala Group October 2007 - August 2009
Transact Technologies February 2004 - October 2007
Sopherion Therapeutics 2003 - 2004
Neurogen Corporation October 1998 - September 2002
Price Waterhouse 1989 - 1997
Skills
Management, Accounting, Finance
Education
The University of Connecticut School of Business 1987 — 1989
Master of Business Administration (MBA), Accounting and Finance
University of Michigan
Bachelor of Arts (BA), Communications
iForward Solutions June 2010 - Present
Dibon Solutions, Inc. July 2002 - May 2010
Zale 1998 - 2001
JDA Software 1997 - 1998
Whittman-Hart 1996 - 1997
Fossil 1995 - 1996
Price Waterhouse 1988 - 1994
EDS Group 1985 - 1988
Skills
Information Technology, Business Development, Professional Services, Business Analysis, Vendor Management, Business Intelligence, Program Management, Integration, Business Process, Enterprise Architecture, Software Project..., Cloud Computing, PMP, ERP, Change Management, Business Process...
Education
The University of Texas at Austin 1984 — 1986
BA / BS, MIS / MARKETING
University of Rhode Island 1981 — 1984
BA / BS, MIS / Marketing
Geneva Advisors, LLC February 2014 - Present
J. P. Morgan Chase May 2010 - January 2014
Vandeveer Investments January 2008 - November 2009
Kaplan Family Investments January 1999 - December 2007
Glencoe Capital September 1997 - December 1998
Advance Ross Corporation November 1994 - September 1997
CIC Canadian Investment Capital February 1993 - November 1994
First National Bank of Chicago May 1989 - January 1993
Security Pacific Bank May 1985 - June 1989
Price Waterhouse September 1980 - May 1983
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Alternative Investments, Investment Management, Investments, Private Banking, Hedge Funds, Finance, Loans, Management, Financial Analysis, Financial Advisory, Capital Markets, Fixed Income, Employee Benefits, Portfolio Management, Asset Management, Equities, Series 7, Private Equity, Estate Planning, Deposits
Education
The University of Chicago - Booth School of Business 1983 — 1985
Master of Business Administration (MBA), Finance, General
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Cameron April 1995 - Present
Ernst & Young, LLC October 1988 - April 1995
Price Waterhouse June 1979 - October 1988
Skills
SEC filings, CPA, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Consolidation, Hyperion HFM, GAAP, Internal Controls, Sarbanes-Oxley, Treasury, Cash Flow, Conflict Minerals, Auditing, XBRL, HTML, Fixed Assets, Cost Accounting, Hyperion Enterprise, Internal Audit, Account Reconciliation, Financial Accounting, Accounting, General Ledger, Variance Analysis, Financial Audits, IFRS, Hyperion, SEC Filings
Education
The University of Texas at Austin 1975 — 1979
BBA, Accounting
Deloitte Consulting May 1997 - Present
Deloitte Tohmatsu Consulting 2001 - 2003
Price Waterhouse January 1996 - May 1997
Sprint August 1995 - January 1996
Sprint February 1994 - August 1995
Skills
Financial Services, Leadership, Management Consulting, Strategy, Consulting, Business Process..., Finance, Business Transformation, Program Management, Change Management, IT Strategy, Business Strategy, Process Improvement, Due Diligence, Organizational Design, Leadership Development
Education
The University of Kansas 1987 — 1993
BS and BA, Business and Japanese
Princeton Financial Systems February 2012 - Present
State Street 2005 - Present
State Street 2001 - 2005
DST Systems 1999 - 2001
DST Systems 1988 - 1997
Price Waterhouse May 1985 - May 1988
Skills
Business Analysis, Financial Analysis, Financial Reporting, Financial Services, Fund Accounting, Internal Controls, Product Management, Risk Management, SAS70, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting
Education
The University of Kansas 1981 — 1985
Bachelors Degree, Accounting and Business Administration
Patriot Finance LLC December 2012 - August 2015
Metropolitan Serenity House September 2010 - December 2012
Ivan Allen Workspace October 2008 - July 2010
Nationwide Credit, Inc. April 2007 - September 2008
Focus Receivables Management July 2006 - February 2007
Asset Management Outsourcing, Inc. April 2001 - June 2006
OnCare, Inc. April 1999 - March 2001
Phymatrix November 1992 - March 1999
Miller Zell January 1989 - November 1992
Price Waterhouse July 1987 - September 1988
Skills
Financial Reporting, Financial Statement..., Consolidation, Team Leadership, Financial Policies &..., Internal Controls, Budgets, Forecasting, General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Tax, Payroll, Microsoft Excel, Cost Accounting, Fixed Asset Management, Employee Benefits, Microsoft Word, Microsoft Office, Auditing, PowerPoint, Infinium, FRx Report Writer, Crystal Reports, Epicor, Lawson General Ledger, ADP Payroll, SharePoint, System Applications, Everest Financial..., Clarus, Great Plains Software, Columbia Ultimate..., ADP E-Time, Ultipro, Financial Statements
Education
The University of Akron
Bachelor’s Degree, Accounting
Cirrus Logic May 2012 - Present
Silicon Laboratories, Inc. November 2005 - May 2012
Texas State University March 2004 - November 2005
Whitaker Consulting May 1998 - August 2003
Reliant Energy 1998 - 2003
Westlake Chemical March 1997 - May 1998
Compaq October 1996 - March 1997
Price Waterhouse May 1995 - October 1996
Universal Computer Systems June 1994 - May 1995
Skills
ABAP, SAP, SAP R/3, ECC6.0, SAP CRM, SAP BW, SAP BADI, BAPI, BDC programming, SAP Implementation, SAPScript, SAP Smart Forms, Direct Input, Call Transaction, User Exits, Integration, IDOC
Education
The University of Texas at Austin 1988 — 1992
B.A., Plan II Honors Program, Music
King 1985 — 1988
PwC 2015 - Present
BAI 2012 - 2015
GATX 2008 - 2012
Lockheed Martin 2001 - 2008
Deloitte Consulting 1998 - 2001
Price Waterhouse 1996 - 1998
Skills
IT Strategy, Business Intelligence, PMP, Program Management, IT Management, Integration, Software Project..., Process Improvement, SAP, Strategic Planning, Vendor Management, IT Operations, Leading Development..., Leading Change, Business Alignment, Enterprise Architecture, SDLC, Business Analysis, Disaster Recovery, Business Process, Business Process..., Project Portfolio..., Requirements Analysis, PMO, Enterprise Software, ERP, Cross-functional Team..., Strategy, Outsourcing, Budgets, Change Management, Governance, SaaS, Solution Architecture, Agile Project Management, Business Transformation, Agile Methodologies, SOA, Cloud Computing, Software Development, SharePoint, Requirements Gathering, IT Service Management, CRM, Security, Information Technology, Risk Management, Analytics, Management, Leadership
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA
The University of Texas at Austin 1992 — 1996
BA with Honors, Political Science, Business Minor
The University of Chicago - Booth School of Business
CIO Institute
Blue Valley High School
Overland Park, Kansas
Accenture July 2011 - October 2012
PwC June 2004 - June 2007
ATS, Inc. November 2000 - May 2004
PwC July 1998 - November 2000
Price Waterhouse August 1994 - June 1998
Coopers & Lybrand April 1993 - July 1994
Coopers & Lybrand July 1989 - March 1993
Coopers & Lybrand April 1985 - June 1989
The Great Books Foundation June 1983 - March 1985
Skills
Policy, Organizational..., Sourcing, Full-cycle Recruiting, Strategic Planning, Talent Management, Talent Acquisition, Change Management, Interviewing, Employee Relations, Performance Management
Education
University of Chicago
MAT
University of Kansas
BA, English
Intentional Financial Solutions January 2009 - Present
Genworth Financial September 2009 - June 2013
Thrivent Financial for Lutherans September 1992 - August 2008
Lutheran Brotherhood 1992 - 2001
Price Waterhouse 1987 - 1988
Skills
Entrepreneurship, Strategic Planning, Coaching, Managerial Finance, Budgets, Consulting, Business Development, Practice Management, Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Strategic Financial..., Investments, Life Insurance, Small Business, Estate Planning, Financial Services, Financial Advisory, Mutual Funds, Marketing, Long Term Care Insurance, Management, Sales, Leadership, IRAs, Term Life Insurance, Universal Life, Series 7, Team Building, Finance, Public Speaking
Education
The University of North Dakota School of Law 1984 — 1987
JD, Law
The University of North Dakota 1980 — 1984
BS, Accounting
Bowtech Archery 2014 - Present
NextLevel - Building Enterprise Value 2013 - 2014
RS Medical (International Rehabilitative Sciences, Inc.) 2010 - 2013
gDiapers 2008 - 2010
CNS, Inc. (The Breathe Right Company) 2003 - 2007
ShopNBC 2000 - September 2004
The Pillsbury Company (Currently owned by General Mills) 1988 - 2000
Price Waterhouse 1982 - 1986
Skills
Treasury Management, Leadership, Strategy, Internal Controls, Strategic Financial..., Finance, Corporate Governance, P&L Management, Mergers, Marketing, Managerial Finance, Insurance, Risk Management, Management, Analysis, Project Planning, Business Analysis, Negotiation, US GAAP, Due Diligence, Acquisition Integration, P&L, Cost Accounting, Accounts Receivable, Corporate Development, Restructuring, Business Process..., Contract Negotiation, Consolidation, Business Development, Management Consulting, Change Management, New Business Development, Auditing, Consumer Products, Corporate Finance, Sales Operations, SEC filings, Divestitures, Pricing, Competitive Analysis, Cash Flow, Treasury, Investor Relations
Education
The University of Chicago - Booth School of Business 1987 — 1988
MBA, Finance, International Business
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Accountancy, With Honors
IBM October 2002 - Present
PwC Consulting 1996 - 2002
Price Waterhouse 1990 - 1996
Andersen Consulting 1978 - 1990
Skills
IT Strategy, Program Management, Business Transformation, Business Analysis, Business Process..., Business Intelligence, Management Consulting, Business Process, Strategy, Integration, Outsourcing, Enterprise Software, Change Management, ERP, SAP, Enterprise Architecture, PMO, Supply Chain Management, Cloud Computing, Professional Services
Education
The University of Texas at Austin - Red McCombs School of Business
MBA
Stall Advisors LLC April 2010 - Present
UHY Advisors NE LLC July 2006 - April 2010
UHY Advisors LLP July 2006 - April 2010
Brown & Brown LLP 1987 - 2006
Price Waterhouse 1984 - 1987
Peat Marwick 1980 - 1983
Skills
Tax, Financial Planning, High Net Worth..., Wealth, Due Diligence, Mergers, Estate Tax Planning, CPA, Personal Financial..., Strategic Financial..., Income Tax, Finance, Tax Accounting, Corporate Tax, Tax Returns, Tax Preparation, Financial Planners, GAAP, Tax Research, Business Valuation, Partnership Taxation, SEC filings, Estate Planning
Education
The University of Texas at Austin 1976 — 1980
BBA, Accounting
BillHood.net May 1998 - Present
SoftNAS LLC December 2012 - December 2014
Network Partners May 1998 - May 2014
SoftNAS LLC 2013 - 2013
Guaranty Bank FSB December 1989 - May 1997
Price Waterhouse August 1988 - December 1989
Interfirst Bank July 1985 - August 1988
Skills
Microsoft Exchange, Cloud Computing, Acquisitions, Managed Services, Data Center, Firewalls, Integration, Solution Selling, IT Outsourcing, WAN, Enterprise IT Strategy, Project Management, Troubleshooting, Disaster Recovery, Management, Enterprise Software, Networking, CRM, Network Administration, Storage, Strategy, Infrastructure, IT Management, Professional Services, Information Technology, VoIP, Virtualization, Security, SaaS, Cisco Technologies, Unified Communications, IT Service Management, Storage Area Networks, Network Security, VMware, High Availability, VPN, TCP/IP, ITIL, Microsoft SQL Server, IT Strategy, Telecommunications
Education
The University of Texas at Arlington 1980 — 1985
BS, Mathematics
Westbrook Elementary Glenview, IL 1968 — 1972
Hudson River Capital Partners February 2014 - Present
Hastings Nursery School April 2006 - June 2009
FTI Consulting November 2001 - November 2003
PwC September 2000 - November 2001
IBM Tivoli Software July 1999 - September 2000
Price Waterhouse August 1992 - August 1997
Skills
Management Consulting, Finance, Integration, Financial Modeling, Due Diligence, Consulting, Management, Acquisition Integration, Strategy, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Analysis, Leadership, Executive Management, Risk Management, Corporate Finance, Program Management, Accounting
Education
The University of Texas at Austin
Master of Business Administration (MBA), Finance, General
University of Mississippi
Master of Accountancy, Accounting
Retired July 2013 - Present
Service Repair Solutions, Inc. February 2003 - July 2013
Brandywine Executive Partners LLC September 2002 - July 2013
Warburg Pincus LLC May 2001 - July 2005
The Network Connection, Inc. March 2000 - March 2001
InteliHealth, Inc. January 1996 - November 1999
Reality Online January 1995 - January 1996
Competitive Media Reporting September 1990 - December 1995
Lukens Inc. September 1989 - September 1990
Price Waterhouse September 1987 - September 1989
Skills
Start-ups, Strategic Planning, Private Equity, Due Diligence, Venture Capital, Business Strategy, Management Consulting, Product Development, International Business, Sales Management, Business Planning, Product Management, Online Marketing, P&L Management, Negotiation, Customer Relations, Corporate Development, Corporate Finance, Marketing Strategy, New Business Development, Program Management, Budgeting, Strategy Development, Healthcare, Problem Solving, Product Strategy, Executive Management, SaaS, Team Building, Contract Negotiation, Fundraising, Operations Management, Forecasting, E-commerce, Joint Ventures, Competitive Analysis, Business Analysis, Change Management, Market Research, Entrepreneurship, Social Media, Agile, Purchasing, Process Improvement, Strategy, Leadership, Management, Mergers & Acquisitions, Strategic Partnerships, Agile Methodologies
Education
University of Chicago, Graduate School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania, Wharton School 1979 — 1983
BSE, Management
University of Pennsylvania 1979 — 1983
BS, Computer Science
RGP March 2014 - Present
Professional & Financial Services on a Contract Basis November 2012 - Present
American Greetings Corporation December 2005 - July 2012
American Greetings December 2004 - December 2005
American Greetings 2003 - 2004
American Greetings 2002 - 2003
American Greetings 1999 - 2002
American Greetings 1995 - 1999
Parts Incorporated 1994 - 1995
Price Waterhouse 1990 - 1994
Skills
Cross-functional Team..., Cost Accounting, Variance Analysis, Forecasting, Hyperion Enterprise, Sarbanes-Oxley, Income Statement, Working Capital..., Financial Forecasting, Cash Flow Forecasting, Capital Budgeting, Operating Budgets, Corporate Finance, Cognos, General Ledger, Financial Reporting, Executive Reporting, Financial Modeling, Trusted Business Partner, Staff Development, Return on Investment..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Executive-level..., Strategic Financial..., Strategic Thinking, Collaborative Leadership, Mentoring, complex financial..., Cross Functional..., Financial Audits, Troubleshooting, Project Management, IT prioritization, Financial Statements, Big Data, CPA, Consumer Products, Accounting, Auditing, Leadership, Financial Analysis, Managerial Finance, Account Reconciliation, Analysis, Acquisition Integration, Financial Planning, Management
Education
The University of Memphis 1988 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Travelers June 2011 - Present
Travelers February 2009 - June 2011
Travelers October 2007 - February 2009
Travelers November 1997 - October 2007
Travelers April 1995 - November 1997
Travelers April 1991 - April 1995
Travelers October 1989 - April 1991
Price Waterhouse August 1987 - October 1989
Skills
Team Leadership, Staff Development, Business Strategy, Best Practices, Sales Process, Sales Support, Collaboration, Collaborative Problem..., Solution Development, Solution Implementation, Operational Efficiency, Sales Operations, Project Management, Financial Reporting, Internal Controls, Auditing, Expense Budget..., Balance Sheet, Income Statement, Expense Allocation, General Ledger, Vendor Management, Insurance, Property & Casualty..., Analysis, Process Improvement, Budgets, P&L, Finance, Commercial Insurance
Education
The University of Connecticut School of Business 1983 — 1987
BS - Summa Cum Laude, Accounting, 3.7/4.0
Travelers Classes
CBIZ Valuation Group, LLC February 2014 - Present
Deloitte Financial Advisory Services August 1996 - February 2014
Ernst & Young, LLP July 1993 - August 1996
Price Waterhouse August 1987 - March 1991
Skills
Financial Modeling, Financial Analysis, Valuation, Business Valuation, Financial Reporting, Mergers, Due Diligence, Management Consulting, Risk Management, Accounting, Strategic Financial..., Purchase Price..., Project Management, Forensic Accounting, Finance, Auditing, Tax, Financial Planning, Mergers & Acquisitions
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Wharton Business School
Master of Business Administration (M.B.A.), Finance, Strategic Planning
CMGRP, Inc. September 2000 - Present
Certes Financial Pros March 1999 - September 2003
Ontrack Data International, Inc. July 1989 - March 1999
Price Waterhouse January 1987 - June 1989
Education
The University of South Dakota 1983 — 1987
BS, Accounting
Chevron June 2012 - Present
Chevron May 2010 - May 2012
Chevron - Global Supply & Trading August 2009 - May 2010
Chevron - Global Supply & Trading September 2006 - August 2009
IBM January 2002 - September 2006
PricewaterhouseCoopers July 1998 - January 2002
Price Waterhouse July 1996 - July 1998
Skills
Business Process, Business Analysis, Business Process..., SharePoint, IT Strategy, SDLC, Project Portfolio..., PMO, PMP, Enterprise Architecture, Integration, ERP, Visio, Business Intelligence, Management, IT Management, Requirements Gathering, Requirements Analysis, Business Process Design, Project Delivery, Software Project..., MS Project
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, MIS
SCHULTE & COMPANY CPAs Inc August 2005 - Present
HUMMEL FUNERAL HOMES & CREMATORIUMS 1990 - Present
SEIKEL & COMPANY October 1996 - July 2005
PRICE WATERHOUSE July 1982 - August 1985
Skills
QuickBooks, Tax, Journal Entries, Tax Preparation, Payroll, Management, Corporate Tax, Accounting, Tax Accounting, Financial Statements, CPA, Auditing, Peachtree, Preparation, Bookkeeping, Tax Research, Small Business, Employee Benefits, Tax Returns
Education
The University of Akron
Masters, Taxation
University of Illinois at Urbana-Champaign
Masters, Accounting Science
Virginia Polytechnic Institute and State University
BS, Accounting
Accruent September 2015 - Present
Bazaarvoice February 2014 - September 2015
Bazaarvoice July 2011 - January 2014
Zilliant September 2003 - July 2011
mobi September 1998 - September 2003
Enterprise System Resources January 1997 - August 1998
Price Waterhouse August 1991 - December 1997
Skills
Pricing, SaaS, Mobile Devices, Professional Services, Enterprise Software, Product Marketing, Analytics, Management Consulting, Data Integration, Sales, Management, Selling, Consulting, Sales Management, Sales Operations, CRM, Integration, Web Analytics, Business Intelligence, Social Commerce, ROI Strategies, Strategy, Social Media Consulting, User Generated Content, Solution Selling
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
BBA, Business Honors Program
Kronos September 2011 - Present
Lawson Software May 2006 - July 2011
KPMG, LLP May 2004 - May 2006
Siebel Systems April 2001 - July 2003
TIS Worldwide 1999 - 2001
Ernst & Young, LLP 1998 - 1999
Oracle 1995 - 1998
SHL Systemhouse 1993 - 1995
Dell Computer 1990 - 1993
Price Waterhouse 1983 - 1990
Skills
CRM, Enterprise Software, ERP, Outsourcing, Financial Reporting, Project Management, Accounting, Risk Management, Business Development, Integration, Program Management, Consulting, Management, Cloud Computing, Business Process..., Training, Strategy, Forecasting, Professional Services, Budgets, Business Process, Software Implementation, Security, Oracle, Management Consulting, Auditing, Sales, SaaS, Payroll, Solution Selling, Business Analysis, Project Planning, Oracle E-Business Suite, Business Intelligence, Pre-sales, IT Strategy, Software Project..., Analytics, Vendor Management
Education
The University of Texas at San Antonio 1975 — 1979
BBA, Accounting/Business Data Systems
Wayne Fueling Systems June 2014 - Present
GE Oil & Gas July 2013 - June 2014
GE Oil & Gas December 2008 - July 2013
CompassLearning November 2007 - December 2008
Pavilion Technologies 2002 - November 2007
Trilogy Software 1999 - 2002
Applied Materials 1997 - 1999
Price Waterhouse 1992 - 1997
Education
The University of Texas at Austin 1988 — 1992
BBA, Accounting
Cerner Corporation April 2012 - Present
Cerner Corporation December 1996 - Present
Price Waterhouse July 1994 - December 1996
Skills
Healthcare Information..., EMR, Healthcare, Informatics, Healthcare Consulting, Hospitals, Project Management, Change Management, Strategic Planning
Education
The University of Kansas 1990 — 1994
Bachelors, Business and Economics
Parker Hannifin November 2014 - Present
YMCA May 2005 - Present
Healthstar Communications July 2009 - May 2014
Liberty Tax Service December 2008 - August 2010
Marriott International May 1992 - July 2008
Price Waterhouse August 1991 - May 1992
Skills
Management, Forecasting, Budgets, Finance, Analysis, Auditing, Accounting, Managerial Finance, Financial Analysis, Financial Reporting, Training, Marketing, Payroll, Strategic Planning, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1991
BBA, Accounting
Prince & Associates March 2010 - Present
SouthStar Builders Group, LLC June 2003 - March 2010
Turner Broadcasting System, Inc. October 1997 - June 2003
Prince & Associates February 1991 - October 1997
Deloitte & Touche October 1988 - February 1991
Price Waterhouse July 1983 - October 1988
Skills
Accounting, Financial Reporting, SEC filings, Financial Analysis, Internal Controls, Auditing, CPA, Financial Accounting, Forecasting, Process Improvement, Mergers & Acquisitions, Budgets, US GAAP
Education
The University of Georgia 1982 — 1983
Master of Accountancy (MAcc), Accounting
The University of Georgia 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Scott McGarvey Associates April 2005 - Present
Ground Floor Partners March 2003 - April 2005
Liberty Mutual Insurance February 2000 - March 2003
GMAC Commercial Finance October 1998 - February 2000
GE Capital February 1994 - October 1998
Landis & Gyr Powers September 1986 - March 1994
Price Waterhouse June 1985 - September 1986
Chase Econometrics December 1981 - June 1985
Skills
Financial Modeling, Multi-channel Marketing, Segmentation, Business Strategy, Strategic Planning, Mergers, Analytics, Market Research, Financial Analysis, Customer Insight, Financial Services, New Business Development, Management Consulting, Mergers & Acquisitions, Business Development, Management, Marketing Strategy, Sales Management, Marketing Research, B2B, Cross-functional Team..., Competitive Analysis, Forecasting, Executive Management, Analysis, Leadership, Finance, Due Diligence, Sales Operations, Valuation, Program Management, Market Analysis, Marketing, Direct Marketing, Start-ups, Strategy, CRM, Portfolio Management, Lead Generation, Pricing, Business Planning, Market Planning, Product Launch, Sales, Enterprise Software, Strategic Partnerships
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, Economics
The University of Chicago 1973 — 1979
BA 1977; MA 1979, Economics
Oakwood Secondary School
Ryan Fraud and Forensic Recovery 2010 - Present
The BVA Group LLC 2009 - 2010
Deloitte Financial Advisory Services LLP 2001 - 2009
Lee & Allen Consulting Ltd 1996 - 2001
Price Waterhouse 1990 - 1996
Skills
Forensic Accounting, Fraud, Litigation Support, Auditing, Accounting, Expert Witness, Internal Controls, Risk Assessment, CPA, Certified Fraud Examiner, Fraud Detection, Litigation, Finance, FCPA, Investigation, Financial Analysis, Securities Litigation, Internal Investigations, Mergers & Acquisitions, Fraud Investigations, CFF, Arbitration
Education
The University of Texas at Austin 1985 — 1990
BBA, Accounting/Business Honors Program
The University of Texas at Austin 1985 — 1990
Master's Degree, Accounting
CBS Corporation February 2006 - Present
NBC Universal February 1997 - January 2006
Price Waterhouse 1986 - 1995
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1986
MPA, Taxation
The University of Texas at Austin - Red McCombs School of Business
BBA, Accounting
Foundations Design LLC 2005 - Present
Graphic Ventures, Inc. 2004 - 2010
First American Bank 1985 - 1992
Price Waterhouse 1983 - 1985
Skills
Business Networking, Connecting People, Entrepreneur, Business Analysis, Business Strategy, Business Management, Business Process, Small Business, Cash Management, Cash Flow, Public Speaking, Real Estate, Real Estate Investment, Real Estate Finance, Residential, Residential Homes, Real Estate Economics, Management, Entrepreneurship, Leadership, Real Estate Development, Investment Properties, Networking, Real Estate Financing, Selling, Investors, Renovation, REO, Commercial Real Estate, Budgets, Foreclosures, Real Estate Transactions, New Home Sales, Relocation, Construction, HUD, Leases, Fundraising, Short Sales, Real Property, Business Planning, Finance, Investments, Mortgage Lending, Single Family Homes, Property, Condos, Business, Due Diligence, Entrepreneurship...
Education
The University of Georgia 1978 — 1983
BBA and MACC, Business and Accounting
LSG Landscape Architecture April 2008 - Present
RCLCO August 2006 - April 2008
Robert Charles Lesser & Co, LLC 2006 - 2008
NEGT May 2000 - December 2006
National Energy and Gas Transmission 2000 - 2005
Hughes Network Systems 1989 - 1996
Price Waterhouse January 1987 - July 1989
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Data Analysis, Due Diligence, Forecasting, Strategic Planning, Sarbanes-Oxley Act, MIS, Internal Controls
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1986
MBA
The University of Texas at Austin - Red McCombs School of Business 1981 — 1984
BBA, Marketing and International Business
RGP 2009 - Present
Kraft Foods Group 2004 - 2008
Kraft Foods Group 2002 - 2004
Kraft Foods Group 2001 - 2002
Kraft Foods Group 1999 - 2001
Kraft Foods Group 1995 - 1999
Kraft Foods Group 1991 - 1995
Price Waterhouse 1989 - 1991
Skills
Strategic Sourcing, Contract Manufacturing, Performance Measurement, Network Optimization, Capital Budgeting, Project Portfolio..., Project Management, Productivity Improvement, Cost Reduction, Strategic Planning, Supply Chain Network..., Launching Of New..., Cross-functional Team..., Financial Analysis, ERP, Business Process..., Supply Chain..., Consumer Products, Lean Manufacturing, Process Improvement, Strategy, Management, Leadership, Continuous Improvement, Product Management, Business Intelligence, Mergers & Acquisitions, Product Development, Procurement, Manufacturing, Analysis, Supply Chain Management, Management Consulting, Program Management
Education
The University of Chicago - Booth School of Business
MBA, Finance, Strategy
University of Wisconsin-Madison
BS, Industrial Engineering
Chicago Deming Association-Six Sigma Masters Program
Six Sigma Green Belt Training
GE Manufacturing Management Program (MMP)
GE Medical Systems, GE Lighting Business
IBM Global Business Services April 2014 - Present
IBM Global Process Services June 2010 - March 2014
Patersons Global HR & Payroll April 2009 - April 2010
Sony Pictures Entertainment February 2002 - March 2009
Fandango January 2001 - January 2002
Warner Bros August 1998 - December 2000
Showtime Networks February 1996 - August 1998
E! Entertainment Television January 1994 - January 1996
Brown, Kraft & Co. CPAs, CPA January 1993 - January 1994
Price Waterhouse January 1992 - January 1993
Skills
Budgeting, Financial Forecasting, SOX, SAP HR, Team Management, Budgets, Service Delivery, Sarbanes-Oxley Act, Integration, Project Management, Cross-functional Team..., Process Improvement, SAP, Outsourcing, Business Intelligence, IT Strategy, IT Management, Management, Leadership, CRM, Vendor Management, Strategy, Change Management, Financial Analysis, Strategic Planning, Finance, Executive Management, Project Delivery, Business Process, Business Process..., Business Analysis, Business Transformation, ERP, Financial Reporting, Human Resources, Management Consulting, Start-ups, Business Process...
Education
The University of Texas at Austin 1990 — 1992
MBA
University of Massachusetts 1984 — 1987
BA
U Penn
IBM May 2012 - Present
Hitachi Consulting March 2004 - April 2012
Comsys April 2003 - February 2004
Siebel Systems March 2002 - April 2003
Oracle Corporation January 1990 - January 2002
Price Waterhouse January 1985 - December 1989
Ernst & Whinney September 1979 - December 1984
Skills
Change Management, Managed Services, Projects, Agile Project Management, PMP, Business Objects, Gap Analysis, Business Case, Oracle ERP..., Program Management, Oracle E-Business Suite, ERP, Strategy, Solution Architecture, Financials, Management, Business Intelligence, Oracle, PMO, Business Process, Business Analysis, Data Warehousing, Project Management, IT Strategy, Business Transformation, Integration, Business Process..., Leadership, Enterprise Architecture, Oracle HR, Enterprise Software, Business Process..., Software Documentation, Consulting, SDLC, Professional Services, Business Process Design, Software Project..., Requirements Analysis, Project Portfolio..., Management Consulting, SaaS, Vendor Management, CRM, Outsourcing, Master Data Management, IT Management, Resource Management, Cloud Computing, Governance
Education
The University of Texas at Austin 1976 — 1979
BBA, Engineering route to Business
Samuel Clemens 1971 — 1975
Unisys January 2015 - August 2015
Unisys Corporation July 2012 - December 2014
IBM Global Services February 2011 - July 2012
IBM January 2001 - April 2009
IBM September 1996 - April 2009
Price Waterhouse April 1989 - April 1994
Skills
SOA, Cloud Computing, Architecture, Solution Architecture, Enterprise Architecture, Business Intelligence, IT Service Management, ITIL, Application Architecture, Architectures, Enterprise Software, Information Technology, Integration, Virtualization, SDLC, IT Management, IT Strategy, Software Project..., Analysis, Governance, Database Design, Requirements Analysis, Consulting, IT Outsourcing, Software Development, Project Management, Outsourcing, Program Management, Requirements Gathering, TOGAF, Project Planning, Management, Leadership, Service Delivery
Education
The University of Texas at Austin 1975 — 1982
BBA, Data Processing, Marketing
WestRock Company August 2015 - Present
Kids II April 2015 - Present
Kids II June 2013 - Present
Mohawk Industries July 2010 - April 2013
Steele Consulting Co. June 2009 - July 2010
Ernst & Young June 2006 - June 2009
Georgia-Pacific LLC June 2004 - June 2006
BellSouth Corporation January 1998 - June 2003
Price Waterhouse 1993 - 1998
Skills
International Tax, Corporate Tax, Tax Accounting, US GAAP, Tax Advisory, Sarbanes-Oxley Act, SEC filings, Tax Research, IFRS, FIN 48, Accounting, Internal Controls, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Restructuring
Education
The University of Texas School of Law 1991 — 1993
JD, Law emphasis on taxation
University of Notre Dame 1986 — 1990
BA, Political Science and Spanish, Cum Laude
Ursuline Academy 1982 — 1986
Dell February 2015 - Present
Dell February 2002 - February 2014
Dell Inc 1998 - 2002
Dell Inc 1991 - 1998
Price Waterhouse 1989 - 1991
Texas Society of CPAs 1990 - 1990
Consolidated Freightways 1987 - 1989
Dallas Cowboys 1986 - 1986
Skills
Leadership, Enterprise Software, Go-to-market Strategy, Solution Selling, Direct Sales, Strategic Partnerships, Vendor Management, Partner Management, Strategy, New Business Development, Marketing, Consulting, Salesforce.com, Sales, Business Strategy, Cloud Computing, Channel Partners, Account Management, Professional Services, Sales Management, Channel, Business Intelligence, SaaS, Business Alliances, Cross-functional Team..., Outsourcing, Demand Generation, Integration, Networking, Call Centers, Business Process..., Sales Process, Team Building, CRM, Business Planning, Management, Storage, Start-ups, Product Management, Call Center
Education
The University of Texas at Austin 1981 — 1985
BBA, Finance, Accounting and Real Estate
Duggan, Shadwick, Doerr & Kurlbaum LLC 2012 - Present
Willoughby Design, Inc. December 2011 - Present
Accountant/Bookkeeper November 2011 - Present
United Seating and Mobility June 2011 - October 2011
Advacare Medical Corp October 2000 - May 2011
Ash Household February 1998 - October 2000
Price Waterhouse January 1995 - February 1998
Skills
Financial Reporting, Accounting, Payroll, Auditing, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Tax, Invoicing, Budgets, Due Diligence, Tax Returns, Sales Tax, CPA, Employee Benefits, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Sales, Forecasting
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Mayo Clinic July 2013 - Present
Mayo Clinic Health System in Waycross December 1998 - July 2013
Evans Memorial Hospital February 1992 - November 1998
Price Waterhouse July 1988 - January 1992
Education
The University of Georgia 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Padgett, Stratemann & Co., LLP November 1994 - Present
Price Waterhouse August 1992 - October 1994
Skills
Income Tax, Tax Preparation, Tax Returns, Tax Advisory, Private Client Services, Estate Tax Planning, Retail Industry..., Family Partnerships, Instructor-led Training, Technical Writing, College Recruiting, Public Speaking, Mentoring, Private Clients, Financial Accounting, Accounting, Tax Accounting, Corporate Tax, Partnership Taxation, Auditing, S Corporations, Estate Planning, CPA, Financial Reporting
Education
The University of Texas at San Antonio 1990 — 1992
Masters of Professional Accounting, Taxation
The University of Texas at San Antonio 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Mercer August 2012 - Present
Collaborative Solutions February 2012 - July 2012
Alliance Bernstein September 2010 - December 2011
IBM 2003 - September 2010
PricewaterhouseCoopers Consulting 2002 - 2003
PriceWaterhouseCoopers (PWC) 1998 - 2000
PricewaterhouseCoopers 1998 - 2000
Price Waterhouse 1994 - 1997
Price Waterhouse 1991 - 1994
Price Waterhouse 1989 - 1991
Skills
SaaS, Strategy, Business Process..., Program Management, Management Consulting, Performance Management, Change Management, Business Development, HR Transformation, HR Operations, HR Strategy, HR Technology, Leadership, Personnel Management, Outsourcing, Management, Succession Planning, Talent Management, Sales, Business Transformation, CRM, Human Resources, Governance, Enterprise Software, HRIS, Business Process
Education
The University of Texas at Austin 1988 — 1989
Master of Professional Accounting, Tax Law/Taxation
The University of Texas at Austin 1985 — 1988
BBA, Accounting
David Bodo & Associates, Inc. June 2011 - Present
Perry Township, Massillon, OH October 2009 - August 2013
Perry Local Schools, Massillon, OH August 2005 - August 2013
Stark County Tech Prep Consortium August 1997 - August 1998
Stark State College October 1993 - August 1998
Price Waterhouse January 1991 - December 1992
Skills
Community Service, Accounting, Customer Service, Public Relations, Computer Proficiency, Student Recruiting, Student Leadership, Student Financial Aid, Safety Compliance, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Organization, Multi Tasking
Education
The University of Akron 1995 — 1995
Higher Education/Higher Education Administration
Muskingum University, New Concord, OH 1987 — 1990
Bachelor of Arts (B.A.), Accounting and Business/Management
Palmer Trinity Private School, Inc. January 2010 - Present
Wave South Florida LLC (DBA Marine Media Works) December 2003 - March 2010
Conde Nast Americas January 2002 - November 2003
From2.com (a Softbank Company) January 1999 - December 2001
Softbank (PC Magazine / COMDEX Latin Americas) January 1993 - December 1999
Dohler America, Inc. (German Sub) January 1990 - January 1993
Price Waterhouse June 1987 - December 1989
Federal Express May 1986 - August 1986
Skills
Accounting, Management, Budgets, Program Management, Finance, Integrated Marketing, Internal Controls, Start-ups, Human Resources, Publishing, Auditing, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, Accounting/Finance/MIS
True Value Company September 2009 - November 2013
True Value Company November 2004 - September 2009
SPX Corporation - Filtran Division April 2002 - June 2004
Bell & Howell / Eastman Kodak Imaging Division February 2000 - September 2001
Bell & Howell April 1998 - February 2000
Oil-Dri Corporation of America February 1996 - April 1998
Oil Dri Corporation January 1991 - February 1996
Household International August 1987 - December 1990
Price Waterhouse September 1984 - August 1987
Skills
Leadership, Management, Strategic Planning, Logistics, Supply Chain, P&L, Mergers & Acquisitions, Forecasting, Retail, Financial Reporting, Project Planning, Accounting, Inventory Management, Sales, Income Statement, Marketing, Business Process..., Analysis
Education
The University of Chicago Booth School of Business 1989 — 1994
Master of Business Administration (M.B.A.), Corporate Finance/Business Policy
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (B.S.), Accountancy
CNL Financial Group / JDS Holdings, LLC January 2006 - Present
CNL Financial Group April 2005 - December 2005
Lockheed Martin September 2003 - March 2005
A.T. Kearney January 2001 - September 2003
ActiveSky January 2000 - December 2000
A.T. Kearney October 1997 - December 1999
Price Waterhouse September 1991 - July 1995
Skills
Strategic Planning, Change Management, Tactical Asset..., Private Equity, Financial Analysis, Investments, Equities, Entrepreneurship, Strategy, Valuation, Due Diligence, Portfolio Management, Mergers & Acquisitions, Mergers, Finance, Real Estate, Leadership, Business Planning, Financial Modeling, Venture Capital, Asset Management, Real Estate Development, Management, Corporate Development, Business Strategy, Management Consulting, Hedge Funds, Start-ups, Corporate Finance, Alternative Investments, Financial Services, Risk Management, Fixed Income, Investment Strategies, Capital Markets, Analysis, Investment Management, Asset Allocation
Education
University of Chicago 1995 — 1997
MBA, Finance, Strategy, Marketing
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Finance, Strategy, Marketing
University of Pennsylvania (Wharton) 1987 — 1991
BSE, Finance, Multinational Management
CT TyMetrix, a Wolters Kluwer business 2003 - Present
Acsys Interactive October 2008 - April 2010
Discover Re November 1998 - June 2003
CIGNA Healthcare November 1994 - November 1998
Price Waterhouse August 1990 - November 1994
Skills
Budgets, Finance, Financial Reporting, Strategy, Auditing, Forecasting, Accounting, Financial Analysis, CPA, Mergers, SEC filings, Strategic Planning, Start-ups, Business Analysis, Strategic Financial..., Business Intelligence, Account Management, SaaS, Analysis, Team Leadership, Management, Internal Controls, Risk Management
Education
The University of Connecticut School of Business 1985 — 1989
B.S., Accounting
PwC July 2014 - Present
PwC July 2011 - June 2014
PwC July 2000 - June 2011
PricewaterhouseCoopers February 1994 - June 2000
Price Waterhouse April 1991 - January 1994
Price Waterhouse August 1979 - March 1991
Skills
Internal Audit, Management Consulting, Enterprise Risk..., Leadership, Strategy, Financial Risk, Assurance, IT Audit, Internal Controls, Lean Startup, Innovation Consulting
Education
UCLA Anderson School of Management 2015 — 2015
Directors Training & Certification Program
Institute of Chartered Accountants of BC 1979 — 1982
Chartered Accountant (CA)
University of Victoria 1977 — 1979
BA, Economics
The University of British Columbia 1973 — 1976
Business/Commerce, General
Oak Bay High School 1969 — 1973
High School
Allendale Partners 2002 - Present
Merex Group March 2013 - March 2015
Angeles Capital Group January 2010 - April 2013
Alexander Dunham Capital Group 2003 - January 2010
GKM Ventures 2000 - 2002
Gerard Klauer Mattison & Co. 1999 - 2002
Chanin Capital Partners 1999 - 1999
Oracle Corporation 1997 - 1999
Treasury Services Corporation 1992 - 1997
Price Waterhouse 1987 - 1991
Skills
Strategy, Investment Banking, Private Equity, Portfolio Management, Venture Capital, Financial Modeling, Valuation, Entrepreneurship, Corporate Finance, Finance, Management, Program Management, Capital, Mergers & Acquisitions, Business Strategy, Business Development, Strategic Partnerships, Start-ups
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance and Entrepreneurship
The University of Western Australia 1984 — 1986
Bachelor of Commerce, Finance and Accounting
RSR Partners April 2011 - Present
Russell Reynolds Associates September 1998 - April 2011
Petrolon, Inc January 1993 - January 1995
The Coca-Cola Company August 1988 - December 1992
Ralston Purina August 1983 - July 1988
Price Waterhouse June 1978 - September 1981
Skills
Financial Services, Consumer Products, Healthcare, Professional Services, FMCG, Not-for-profit, Corporate Governance, Marketing, Leadership, Recruiting, Marketing Management, Executive Search, Private Equity, Management Consulting, Business Development, Business Strategy, New Business Development
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Marketing
Yale University 1974 — 1978
BA, Architecture, Organizational Behavior
Pope, Shamsie & Dooley LLP June 2002 - Present
Ernst & Young June 1996 - June 2002
Price Waterhouse August 1992 - June 1996
Skills
Tax Advisory, Financial Reporting, Internal Controls, GAAP, SEC filings, Auditing, CPA, Accounts Payable, Sarbanes-Oxley Act, Accounting, Revenue Recognition, Financial Accounting, US GAAP, Income Tax
Education
University of Texas at Austin 1987 — 1992
BBA, MPA, (Tax)
Accenture September 1995 - Present
Price Waterhouse September 1989 - September 1993
Skills
Management Consulting, Business Transformation, Business Strategy, Strategy, Business Process..., Management, Program Management, Acquisition Integration
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance
University of Richmond 1985 — 1989
BS, Accounting
Sabre Holdings November 2012 - Present
Siemens March 2002 - September 2012
Ninth House, Inc November 2000 - March 2002
CSC August 1998 - November 2000
Zale Corporation January 1997 - August 1998
Price Waterhouse January 1989 - January 1997
Skills
Project Management, Program Management, Project Planning, Management, Management Consulting, Change Management, Business Development, Aviation, Airlines, Cross-functional Team..., MS Project, Product Management, CRM, Strategy, PMP, Integration, Six Sigma, Process Improvement, Process Creation, Procurement, Manufacturing, Budgets, Strategic Planning, Contract Negotiation, Team Management, Negotiation, Customer Oriented, Business Process..., Consulting, Vendor Management, Executive Management, Human Resources, PMO, Business Analysis, Business Process, Project Portfolio..., Operations Management, Business Intelligence, Business Transformation, ERP, Business Strategy, Team Leadership, Leadership, Microsoft Project
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2008
MBA, Global Leadership
The University of Texas at Austin - Red McCombs School of Business 1984 — 1988
BBA, Management Information Systems
Alliance Leasing Corp. 1996 - Present
Glesby-Marks Leasing September 1982 - February 1996
Price Waterhouse 1978 - 1980
Skills
Vehicles, Automobile, Automotive, Fleet Management, Automotive Aftermarket, Team Building
Education
The University of Texas at Austin 1974 — 1978
Quantitative Risk Management March 2007 - Present
Allstate 2005 - 2007
Allstate November 1999 - April 2005
Price Waterhouse 1985 - 1989
Education
The University of Chicago - Booth School of Business 1982 — 1985
MBA, Finance and Accounting
University of Chicago 1977 — 1982
AB, Physics and Mathematics
FTI Consulting November 2009 - Present
LOUD Technologies, Inc. 1998 - 2008
Price Waterhouse 1996 - 1998
Opus Productions Inc. 1993 - 1996
Price Waterhouse 1988 - 1993
Skills
Finance, Leadership, Strategy, Management, Business Strategy, Business Development, Mergers, Private Equity, Restructuring, Strategic Planning, Turn Around Management
Education
The University of British Columbia
Bachelor of Commerce (B.Com.)
PricewaterhouseCoopers - Seattle, US 2007 - Present
PricewaterhouseCoopers 1985 - Present
PricewaterhouseCoopers 1985 - Present
PwC 1985 - 2014
Price Waterhouse August 2007 - March 2012
PwC August 2005 - August 2007
PwC Consulting 1995 - 2001
PriceWaterhouse 1995 - 2001
United Technologies Mostek 1983 - 1985
Skills
Resource Management,..., Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Forecasting, Accounting, Big 4, SEC filings, IFRS
Education
The University of Texas at Austin 1973 — 1979
Bachelor of Arts (BA), Economics
NextGen Associates, Inc. 2014 - Present
Picture Moving Kit December 2013 - September 2014
HMC Architects May 2010 - October 2013
BORM December 2003 - October 2009
Distribution Systems International January 2002 - November 2003
Computers For Tracts July 1994 - July 2001
PricewaterhouseCoopers September 1984 - July 1994
PricewaterhouseCoopers - USA 1984 - 1994
Price Waterhouse 1984 - 1994
Skills
Mergers & Acquisitions, Forecasting, Budgets, Business Development, Accounting, Finance, Strategic Planning, Management, Contract Negotiation, Project Planning, CRM, ERP, Tax, Analysis, Risk Management, Project Management, Insurance, Mergers, Business Strategy, Auditing, Accounts Payable, Marketing, Due Diligence, Leadership, Team Building, Start-ups, Business Planning, Cost Accounting, Negotiation
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance and Management Policy
University of Southern California 1980 — 1984
BS, Accounting
RSA The Security Division of EMC August 2010 - Present
Resources Global Professionals April 2004 - August 2010
TRC Companies 2003 - 2004
Perfect Commerce 2001 - 2003
U.S. Central 1999 - 2001
DST Systems 1988 - 1999
Kansas City Southern Industries 1987 - 1988
Price Waterhouse 1985 - 1987
Hallmark Cards 1982 - 1985
Skills
Information Security, Risk Management, CISA, Sarbanes-Oxley, Risk Assessment, IT Audit, Software Development, Computer Security, Sarbanes-Oxley Act, Business Continuity..., Security Policy, Business Continuity, Internal Audit, Information Technology, Penetration Testing, Information Security..., CISSP, Security, PCI DSS, Computer Forensics, Vulnerability Assessment, Leadership, Application Security, Disaster Recovery, Network Security, Vulnerability Management, Enterprise Risk..., Management, Internal Controls, Project Management, ISO 27001, Auditing, Governance, Consulting
Education
Ottawa High School
University of Kansas
BS/BA, MBA
Pope, Shamsie & Dooley, LLP June 2002 - Present
Ernst & Young, LLP January 1998 - June 2002
Price Waterhouse July 1994 - December 1997
Faske, Lay & Company 1991 - June 1994
Skills
Tax, Due Diligence, Accounting, Mergers, Auditing, Internal Controls, Corporate Finance, Mergers & Acquisitions, SEC filings, Financial Reporting, Corporate Tax, Risk Management, CPA, Financial Analysis, Tax Research, Tax Advisory, Analysis, International Tax, Internal Audit, Income Tax, Partnership Taxation, Revenue Recognition, IPO, Management, GAAP, Entrepreneurship, Sarbanes-Oxley Act, Managerial Finance, Financial Accounting, US GAAP, Forecasting, Cash Flow, General Ledger, Tax Accounting, Tax Preparation, SEC Filings, Big 4, Consolidation, External Audit, Assurance, Forensic Accounting
Education
The University of Texas at Austin 1988 — 1994
BBA, Masters in Taxation
Dell Accounting Director, Global SKU GovernanceDell, Inc.November 2011 - Present
Dell October 2000 - November 2011
Compaq Computer 1986 - 1999
Price Waterhouse 1983 - 1986
Skills
Finance, Cost Accounting, Accounting, Auditing, Revenue Recognition, Sarbanes-Oxley Act, Forecasting, Financial Forecasting, Financial Accounting, Internal Controls, Variance Analysis, US GAAP, Hyperion Enterprise, Consolidation, Managerial Finance, Business Process...
Education
The University of Texas at Austin 1979 — 1983
Boundless Network May 2006 - Present
Renewable Energy Systems September 2001 - April 2006
PricewaterhouseCoopers LLP 1995 - 2000
Price Waterhouse 1995 - 2000
Education
The University of Texas at Austin 1991 — 1995
GATX March 2009 - March 2015
GATX September 2007 - March 2009
GATX July 2002 - September 2007
Wavestream Photonics Inc May 2001 - July 2002
Dotmedia Studios Ltd January 2000 - December 2000
Asia Pulp & Paper May 1996 - January 2000
Price Waterhouse 1991 - 1995
Skills
Corporate Finance, Due Diligence, Financial Analysis, Financial Reporting, Investments, Business Analysis, Portfolio Management, Structured Finance, Asset Management, Accounting, Internal Controls, Finance, Budgets, Financial Modeling
Education
The University of British Columbia 1987 — 1991
Commerce, Accounting and Finance
Clyde Nettles Roofing & Painting, Inc. October 1995 - Present
Price Waterhouse August 1994 - October 1995
Education
University of South Carolina - Darla Moore School of Business 2000 — 2002
MBA
The University of Georgia 1990 — 1994
BBA, Management Information Systems
University of Georgia - Terry College of Business 1990 — 1994
IBM April 2015 - Present
IBM January 2012 - March 2015
IBM September 2010 - March 2012
IBM December 2007 - September 2010
IBM October 2002 - December 2007
PricewaterhouseCoopers 1997 - 2002
Andersen Consulting 1993 - 1995
Price Waterhouse 1989 - 1991
Skills
Talent Management, Personnel Management, Recruiting, Change Management, Executive Search, CRM, Management, Strategy, Mergers & Acquisitions, Human Resources, Leadership Development, Technical Recruiting, Leadership, Program Management, Management Consulting, Consulting, Business Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Human Resources
The University of Texas at Austin 1985 — 1989
BS, Communications
Powell, Ebert & Smolik, P.C. December 1994 - Present
Glass & Company, CPAs, P.C. September 1982 - December 1994
Price Waterhouse June 1980 - September 1982
Skills
CPA, Management Consulting, Accounting, Due Diligence, Management, Entrepreneurship, Financial Analysis, Mergers & Acquisitions, Income Tax, Corporate Tax, Private Equity, Tax Accounting, Tax
Education
The University of Texas at Austin 1975 — 1980
Bachelor's of Business Administration, Accounting and Finance
Various Companies 1998 - Present
SensorTran 2009 - 2010
Living.com 1998 - 2000
Motorola Semiconductor 1991 - 1993
Price Waterhouse 1989 - 1991
Skills
Mergers, Budgets, New Business Development, Public Speaking, Financial Analysis, Finance, Strategic Planning, Managerial Finance, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Business Analysis, Operations Management, Financial Modeling, Auditing, Public Relations, Start-ups, Financial Accounting, GAAP, Analysis, Program Management, Mergers & Acquisitions, Microsoft Excel, Microsoft Word, Customer Service
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1989
BBA, Accounting
Wells Fargo Bank August 2012 - Present
Goldman Sachs Commercial Mortgage Capital June 1998 - June 2011
Price Waterhouse September 1993 - May 1998
Skills
Loan Structuring, Underwriting, Real Estate Finance, Due Diligence, Commercial Mortgages, CMBS, Asset Management, Loan Origination
Education
The University of Texas at Austin 1988 — 1993
Fortna August 2012 - Present
Fortna January 2011 - August 2012
FORTE, Inc. January 2008 - December 2010
FORTE, Inc. February 2006 - December 2007
Aero Fulfillment Services 1999 - 2005
Melbourne Markets 1996 - 1999
Price Waterhouse 1993 - 1996
Skills
Supply Chain Management, 3PL, Management Consulting, Retail, Management, Logistics, Operations Management, Supply Chain, Contract Negotiation, Process Improvement, Change Management, Business Strategy, Negotiation, Strategic Planning, Team Building, Cross-functional Team..., Business Process..., Account Management, Strategy, Supply Chain..., Business Development, Supply Chain Consulting, Warehousing, Logistics Management, Project Management, Pricing, Sales, Transportation, Inventory Management, Warehouse Management, P&L Management
Education
Strathclyde Graduate Business School 1991 — 1993
MBA, Finance and Economics
The University of Edinburgh 1983 — 1987
LLB, Law
Slalom Consulting May 2015 - Present
BHP Billiton June 2010 - April 2015
Accenture August 2005 - June 2010
BearingPoint July 2002 - July 2005
KBR 2004 - 2005
Arthur Andersen Business Consulting February 2001 - June 2002
Cap Gemini Ernst & Young February 2000 - February 2001
Ernst & Young February 1999 - February 2000
Price Waterhouse March 1994 - February 1999
Skills
Business Process..., Business Process, SAP, Supply Chain Management, Supply Chain, SAP R/3, Business Transformation, SAP ERP, Process Engineering, ERP, Strategic Sourcing, Procurement, Materials Management, Process Improvement, Change Management, Business Analysis, Management, Strategy, Project Management, Consulting, Management Consulting, Program Management
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1993
MBA, Management Information Systems
The University of Texas at Austin - Red McCombs School of Business 1988 — 1991
BBA, Honors Business, Finance, Management
GE Money Finance Integration Manager Six SigmaGE Asset ManagementJune 2001 - May 2004
GE Asset Management May 1998 - June 2001
Price Waterhouse June 1991 - May 1998
Education
The University of Manchester 1986 — 1989
BSc (Hons), Aeronautical Engineering
Encompass Home Health July 1998 - Present
Price Waterhouse 1993 - 1996
Skills
Medicare, Public Speaking, Healthcare, Healthcare Management, Managed Care, Home Care, Revenue Cycle, Physician Relations, Healthcare Consulting, HIPAA, Healthcare Industry
Education
The University of Texas at Austin 1989 — 1993
Live Oak-Gottesman February 2007 - Present
The Gottesman Company January 1998 - February 2007
Trammell Crow Company May 1991 - January 1998
Price Waterhouse August 1980 - 1987
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Real Estate, Finance
The University of Texas at Austin
BBA
Textura Corporation August 2013 - Present
Textura Corporation October 2002 - Present
Textura Corporation June 2011 - August 2013
Mayer Brown September 2004 - June 2011
PricewaterhouseCoopers - Management Consulting Services 2000 - 2002
PricewaterhouseCoopers 1986 - 2002
Price Waterhouse 1986 - 2002
PwC Consulting 1986 - 2002
Pricewaterhouse 1986 - 2002
PwC Consulting (PricewaterhouseCoopers) 1986 - 2002
Skills
IT Strategy, Management Consulting, Program Management, Mergers, Business Process..., Mergers & Acquisitions, Disaster Recovery, Process Improvement, Project Management, Cloud Computing, Integration, Strategy, Strategic Planning, Business Analysis, Business Strategy, Product Development, Business Process, Business Intelligence, SaaS, Enterprise Software, Enterprise Architecture, Start-ups, Professional Services, IT Management, Vendor Management, Executive Management, Software Development
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Management Science/Computer Systems
University of Chicago, The College 1976 — 1980
AB, Political Science
Keats Camps 2010 - Present
CFO on the Go! March 2009 - Present
Oceanworks October 1996 - February 2009
Price Waterhouse 1983 - 1990
Education
Institute of Chartered Accountants of BC 1983 — 1986
Chartered Accountant
The University of British Columbia 1976 — 1983
Windermere High School 1971 — 1976
M4 Global Solutions (Changepoint - Uniface - Lochbridge) February 2015 - Present
Grameen Foundation September 2009 - Present
Marlin Equity Partners May 2010 - February 2015
UltraPRO Corporation June 2011 - August 2011
Project Enterprise 2003 - July 2011
Transaction Services - PricewaterhouseCoopers LLP March 2004 - December 2009
VIDISolutions 2001 - 2004
Merrill Lynch 1999 - 2001
Deutsche Bank 1998 - 1998
Price Waterhouse 1995 - 1997
Skills
M&A due diligence, Private Equity, Accounting, Mergers, Due Diligence, Financial Analysis, Investment Banking, Special Situations, Growth Capital, Venture Capital, Start-up Ventures, Executive Management, Financial Modeling, Business Strategy, Business Development, Strategic Financial..., Recruiting, Non-profit Volunteer, Mergers & Acquisitions, Corporate Development, Finance, Entrepreneurship, Financial Reporting, Corporate Finance, Restructuring
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance & Entrepreneurship, 3.6+
University of Delaware 1986 — 1990
Bachelor of Science, Accounting
Texas Iron and Metal March 1983 - Present
Price Waterhouse December 1980 - 1982
Skills
Metals, Negotiation, Steel, Sales Management, Materials, Process Improvement, Team Building, Business Strategy, Strategic Planning, Industrial Engineering, New Business Development, Manufacturing, Contract Negotiation, Supply Chain, Purchasing, Business Planning, Logistics, Operations Management, Start-ups, Supply Chain Management, Leadership
Education
The University of Texas at Austin 1976 — 1980
Taylor, Olson, Adkins, Sralla & Elam, LLP 2014 - Present
GM Financial/AmeriCredit March 1999 - December 2013
Flowserve Coporation March 1998 - March 1999
Kansas City Power & Light 1996 - 1998
Bundy Corporation 1994 - 1996
Price Waterhouse 1993 - 1994
Skills
Corporate Tax, Income Tax, Tax Accounting, Tax Law, International Tax, Financial Accounting, Financial Reporting, Accounting, Financial Modeling, Internal Controls, Process Improvement, Financial Services, Sarbanes-Oxley Act, Credit Analysis, Financial Analysis, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MPA, Tax
The University of Georgia 1986 — 1989
BBA, Accounting
Chevron August 2007 - Present
Shell Trading February 2002 - August 2007
Shell Trading July 1999 - February 2002
Shell Trading January 1999 - July 1999
Shell Trading March 1998 - January 1999
Shell Trading August 1997 - March 1998
Price Waterhouse August 1993 - August 1997
Skills
Commodity Markets, Energy Markets, Hedging, Natural Gas, Trading, Commodity, Options, Energy, Commodity Risk..., Risk Management, Energy Industry, Petroleum, Derivatives, Gas
Education
The University of Texas at Austin 1988 — 1993
Masters in Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 1988 — 1993
Masters, Accounting
Strake Jesuit College Prep 1984 — 1988
Healthcare Solutions, Inc September 1991 - Present
Price Waterhouse 1987 - 1990
Connie Breihan and Associates, Inc 1985 - 1987
Medical Care International 1983 - 1985
Lifemark Corporation 1981 - 1983
Houston Galveston Area Council July 1981 - July 1981
Ocean and Environmental Control Services June 1980 - June 1980
Skills
Contract Negotiation, Managed Care, Medicare, Healthcare Management, Medicaid, Hospitals, Healthcare Information..., Healthcare Consulting, Practice Management, Strategic Planning, Team Building, Process Improvement, Customer Service, Account Management, Public Speaking, Provider Relations, Contract Management, Project Management, Operations Management, Clinical Research, Physicians, Strategy, Insurance, HIPAA, Health Insurance, Medical Billing, Informatics, Home Care
Education
The University of Texas at Austin 1979 — 1980
Master of Social Work (MSW)
The University of Texas at Austin 1975 — 1979
Bachelor of Science (BS), Sociology
The Herring Group May 2001 - Present
Locale Systems March 2000 - March 2001
The Brown Schools January 1991 - December 1999
Price Waterhouse September 1984 - December 1990
Skills
Process Improvement, Strategic Planning, Restructuring, Disaster Recovery, Start-ups, Mergers, Change Management, Team Building, Coaching, Supply Chain, New Business Development, Negotiation, Management Consulting, Business Strategy, Business Process..., Business Planning, Executive Management, Operations Management, Entrepreneurship, Leadership, Executive Coaching, Mergers & Acquisitions, Strategic Partnerships, Leadership Development
Education
The University of Texas at Austin 1981 — 1984
BBA, Accounting
Cawley Partners October 2008 - Present
Energy Future Holdings May 2001 - September 2008
Price Waterhouse 1996 - 2000
Education
The University of Texas at Austin 1991 — 1995
Premier Embroidery August 1994 - Present
Hornell Speedglas January 1992 - April 1994
Price Waterhouse June 1990 - June 1992
Skills
Budgeting, Financial Reporting, Accounting, Mergers, Payroll, Tax, Auditing, Audit, Manufacturing, Management Consulting, Inventory Management, Small Business, Cost, P&L, Strategic Planning, Planning, Profitability, Business Planning, Bookkeeping, Start-ups, Restructuring, Forecasting, Analysis, Financial Planning, Business Strategy, Financial Management, Profit, Risk, Financial Analysis, General Ledger, Cash Flow, Corporate Gifts, Project Planning, Mergers & Acquisitions, Marketing Strategy, New Business Development, B2B, Trade Shows, Managerial Finance, Sales, Customer Service, Account Management, Sales Management, Marketing, Income Statement, Operations Management, Budgets, Team Building, Retail, Purchasing
Education
The University of Akron 1984 — 1991
The University of Akron 1985 — 1990
Revere High School
Salem Associates, Inc. 1994 - Present
Deloitte 1994 - 1995
KPMG Peat Marwick 1991 - 1994
Unisys Corporation 1984 - 1989
Price Waterhouse 1977 - 1980
Skills
Business Analysis, Account Management, Strategic Planning, Process Improvement, Project Management
Education
Texas CPA 1988 — 1988
CPA, Finance, Management and Marketing
The University of Texas at Arlington 1982 — 1984
MBA, Business Administration
A.M. Jain College, Chennai 1974 — 1977
B. Sc., Physics
E & J Gallo Winery April 2001 - Present
Policy Management Systems Corporation 1990 - 2000
World Airways 1987 - 1990
Price Waterhouse January 1981 - December 1987
Skills
Investments, Risk Management, Financial Analysis, Mergers, Tax, Financial Reporting, Financial Modeling, Due Diligence, Accounting, Business Strategy, Insurance, Portfolio Management, Negotiation, Mergers & Acquisitions, Sarbanes-Oxley Act, Treasury Management, Forecasting, SEC filings, Cash Management, Finance, GAAP, Management
Education
The University of Texas at Austin 1977 — 1980
BA, Accounting
ForgeFutures Management Consulting March 2015 - Present
Msquared Consulting (USA) December 2002 - January 2012
Price Waterhouse 1996 - 2001
Cellular One - Washington/Baltimore 1991 - 1996
Skills
Cloud Computing, Go-to-market Strategy, Strategic Partnerships, Program Management, Cross-functional Team..., Strategy, Enterprise Software, Management Consulting, Leadership, Management, Product Management, Professional Services, Start-ups, Consulting
Education
The University of Texas at Austin 1985 — 1989
Communications, Advertising
Autoliv November 2003 - Present
Autoliv January 1996 - November 2003
Autoliv January 1996 - November 2003
REACT Environmental Engineering May 1991 - October 1994
Price Waterhouse March 1989 - May 1991
Skills
Organizational..., Leadership Development, Employee Relations, Training, People Development, Talent Management, Employee Engagement, Performance Management, Labor Relations, Change Management, Succession Planning, Coaching, Organizational Design, Recruiting, Continuous Improvement, Lean Manufacturing, Culture Change, Automotive, Organizational..., Team Building, Program Management, Leadership, Training Delivery, Performance Improvement, Employee Benefits, Management, HRIS, Strategic Leadership, Employee Training, Human Resources, New Hire Orientations, HR Consulting, Process Improvement, Workforce Planning, Personal Development, HR Policies, Management Development, Personnel Management, Executive Coaching, Benefits Administration, Interviews, Employment Law, Onboarding, Talent Acquisition
Education
Webster University 1990 — 1993
MA, Human Resources and Organizational Development
University of Kansas 1981 — 1985
BA, Personnel Administration
Vitamin Discount Center, Inc. May 2004 - Present
Tribridge September 1999 - March 2003
Parkway Food Service, Inc. May 1998 - September 1999
Rooms To Go July 1996 - May 1998
Sports and Recreation, Inc. May 1994 - June 1996
Price Waterhouse September 1991 - April 1994
Skills
Accounting, Business Analysis, Budgets, Financial Reporting, Management, Retail, Cost Accounting, Procurement
Education
The University of Connecticut School of Business 1990 — 1991
MBA, Accounting and Finance
The University of Connecticut School of Business 1983 — 1985
Bachelor of Science, Financial Management
VMware June 2015 - Present
JCPenney June 2010 - May 2015
Animato July 2006 - June 2010
IBM BCS October 2002 - June 2006
IBM 1998 - 2006
PriceWaterhouseCoopers 1996 - 2006
PriceWaterhouseCoopers June 1998 - October 2002
Price Waterhouse October 1996 - June 1998
Skills
SQR, SQL, PeopleSoft, Project Management, System Testing, Leadership, Business Process, Requirements Analysis, Software Project..., ERP, Business Process..., Personnel Management, HRIS, Software Documentation, Business Analysis, IT Strategy, Requirements Gathering, Problem Solving, Data Analysis, Program Management, Integration
Education
The University of Texas at Austin 1993 — 1996
BBA, MIS
Powers Taylor, LLP January 2005 - Present
Kaeske Law Firm 1998 - 2004
Thompson & Knight LLP 1997 - 1998
Davis Graham & Stubbs LLP August 1995 - May 1997
Supreme Court of Texas 1994 - 1995
MidAmerica Petroleum 1989 - 1990
Western Catalog Systems, Inc. 1984 - 1989
Price Waterhouse 1980 - 1983
Skills
Product Liability, Personal Injury..., Personal Injury, Breach Of Contract, Automobile Accidents, Non-compete Agreements, Commercial Litigation, Civil Litigation, Wrongful Death, Litigation, Trial Practice, Class Actions, Business Litigation, Trade Secrets, Bankruptcy, Trials, Legal Writing, Torts, Legal Issues, Legal Research, Courts
Education
The University of Texas School of Law 1991 — 1994
J.D.
University of Oklahoma 1977 — 1981
Bachelor of Accountancy, Accounting
Yukon High School 1973 — 1977
3D Systems Corporation January 2014 - Present
Potter & Company August 2010 - December 2013
BDO Seidman, LLP October 1988 - October 2009
Price Waterhouse September 1983 - October 1988
Skills
Corporate Tax, Tax Research, International Tax, Expatriate Management, Tax, Tax Accounting, Tax Returns, S Corporations, Tax Advisory, Tax Preparation, Tax Law, Partnership Taxation, CPA, Income Tax, US GAAP, FAS109, FIN 48, US Tax, Transfer Pricing, GAAP, Auditing, Financial Statements
Education
University of Georgia - Terry College of Business 1982 — 1983
M.Acc., Tax
The University of Georgia 1980 — 1982
Bachelor of Business Administration, Accounting
EquiPower 2013 - Present
McKinsey & Co 1997 - 2013
Price Waterhouse December 1992 - July 1995
Skills
Corporate Development, Risk Management
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
The University of Texas at Austin 1989 — 1992
BBA, Accounting
Butterball, LLC April 2013 - Present
Seaboard Corporation January 2009 - April 2013
Seaboard Corporation 1992 - 2008
Price Waterhouse 1989 - 1992
Education
The University of Kansas
Tradelink Technologies January 2000 - Present
EP Group October 1995 - January 2000
EP Group - Germany May 1993 - October 1995
Pepsi International - Germany January 1991 - May 1993
Price Waterhouse October 1983 - January 1991
Education
The University of Georgia
BBA, International Business
Center for Justice May 2011 - Present
Scottish and Newcastle International Ltd October 2001 - September 2004
Scottish and Newcastle International Ltd March 2000 - October 2001
Scottish and Newcastle International Ltd November 1997 - March 2000
Scottish and Newcastle June 1995 - November 1997
Monklands Enterprise Company Ltd January 1994 - June 1995
Price Waterhouse August 1989 - December 1993
Education
The University of Glasgow 1986 — 1989
B ACC, Accounting
BlackRock November 2012 - Present
Goldman Sachs 2007 - 2012
Credit Suisse First Boston 2001 - 2006
Price Waterhouse Coopers 1998 - 2001
KPMG 1995 - 1998
Price Waterhouse 1990 - 1995
Coopers & Lybrand 1987 - 1990
Skills
International Mobility, Global Mobility, Stakeholder Management, Business Strategy, Assignment Management, Expatriate Management, Expatriate Tax, International..., Outsourced HR Services, HR Operations, HR Consulting, Cost Management, Budget Setting, Management, Personnel Management, Strategy, Program Management, Outsourcing, Team Management, Human Resources, Project Management, Policy, IT Strategy, Finance, Vendor Management, Cross-functional Team..., Leadership, Consulting, Talent Management, Performance Management, HR Transformation, Financial Services, Executive Pay, Organizational Design
Education
The University of Manchester 1984 — 1987
Economics & Politics
Public Company Accounting Oversight Board March 2009 - Present
PCAOB November 2006 - March 2009
PwC June 1998 - October 2006
Price Waterhouse 1988 - 1998
Education
The University of Texas at Arlington 1986 — 1988
BBA, Accounting
Edward L. Schafman, P.C February 2009 - Present
S. Lee Miller March 2007 - May 2010
S. Lee Miller CPA March 1997 - December 2006
Price Waterhouse August 1993 - July 1995
Skills
Accounting, CPA, Financial Reporting, Program Management, Public Relations, Tax, US GAAP, Auditing, Sarbanes-Oxley, Sales, Leadership, Small Business, Mergers & Acquisitions, Time Management
Education
The University of Texas at Austin 1989 — 1993
BBA, Accounting and Business Honors
Equifax November 2014 - Present
Equifax January 2012 - November 2014
Equifax 2010 - 2012
Equifax 2006 - 2010
Exceder Group 2001 - 2006
KPMG 1997 - 2001
KPMG Consulting 1997 - 2001
Price Waterhouse 1993 - 1997
Skills
Strategic Partnerships, Product Management, Product Development, Product Launch, Innovation, Innovation Management, Product Innovation, Large Systems..., Mergers & Acquisitions, Acquisition Integration, Financial Analysis, Financial Modeling, Business Case, Strategic Planning, Contract Negotiation, Supplier Negotiation, Strategic Negotiations, Outsourcing, Shared Services, Planning Budgeting &..., Performance Measurement, Performance Improvement, Management Consulting, Process Consulting, Project Management, Program Management, Due Diligence, Compliance, International, Project Portfolio..., Strategy, Cross-functional Team...
Education
University of Georgia - Terry College of Business 1991 — 1993
Master of Business Administration (M.B.A.), Corporate Finance, Marketing
University of Kansas 1986 — 1990
Bachelor's Degree, Economics, Political Science
The Walsh Company 2013 - Present
TechForce Technology 2009 - 2013
Companion Data Services 2007 - 2009
TrailBlazer Health Enterprisies 1995 - 2007
Blue Cross Blue Shield of Texas 1994 - 1995
Care Systems Corporation 1991 - 1994
The Missing Byte Computers 1989 - 1991
Price Waterhouse 1987 - 1989
Skills
Network Security, Active Directory, Data Center, Disaster Recovery, SDLC, Technical Support, ITIL, Security, IT Management, Cisco Technologies, VMware, DNS, VPN, VoIP, Windows Server, Virtualization, Storage Area Networks, TCP/IP, Cloud Computing, VMware ESX, HP, Servers, Storage, SharePoint, Visio, Information Security, Hardware, Network Administration, Networking, Managed Services, WAN, IT Strategy, Enterprise Software, Help Desk Support, Business Continuity, Microsoft Technologies, Citrix, IT Operations, SAN, System Deployment, Network Architecture, Firewalls, Network Design, Microsoft Exchange, Information Technology, High Availability, LAN-WAN, VMware Infrastructure, IT Service Management, Infrastructure
Education
The University of Texas at Arlington
Tarrant County 1996 - Present
DFW Airport 1986 - 1996
price waterhouse 1980 - 1986
PwC 1980 - 1986
Coopers and Lybrand 1979 - 1980
Skills
Accounting, SAP, PeopleSoft, Internal Controls, Auditing, Government, Strategic Planning, Financial Reporting, CPA, Budgets, GAAP, Forecasting, Financial Analysis
Education
Springtown High School 2012 — 2012
The University of Texas at Arlington
BBA, Accounting
Voya Investment Management September 2014 - Present
Hartford Investment Management August 2012 - September 2014
The Hartford March 2010 - August 2012
Hartford Investment Management Company 2009 - March 2010
Hartford Financial Services Group 2008 - March 2009
Price Waterhouse 1993 - 2002
PricewaterhouseCoopers 1992 - 2002
PwC 1992 - 2002
Skills
CPA, Financial Analysis, Financial Reporting, Strategic Financial..., SEC filings, Financial Modeling, Accounting, Sarbanes-Oxley Act, GAAP, Financial Accounting, Auditing, Internal Audit, Managerial Finance, Finance, Internal Controls
Education
The University of Connecticut School of Business
Masters, Business Administration
University of Rhode Island 1987 — 1991
BS, Accounting
Tennessee Consolidated Retirement System March 2014 - Present
New York State Common Retirement Fund August 2013 - March 2014
Palladian Capital Advisors August 2011 - August 2013
Henderson Global Investors June 1999 - 2011
Heitman January 1996 - June 1999
JE Robert Companies July 1994 - December 1995
Prudential Realty Group January 1987 - September 1994
Norcon, Inc. July 1983 - August 1985
Price Waterhouse 1980 - 1983
Skills
Portfolio Management, Capital Markets, Acquisitions, Asset Managment, Strategic Planning, Investor Relations, Capital Raising, Team Building, Asset Dispositions, Marketing, Team Leadership, Teamwork, Department Budgeting, Tax Exempt Financing, Equity Fund Raising, Asset Management, Investment Properties, Commercial Real Estate, Real Estate, Dispositions, Investments, Finance, Real Estate Development, Strategy, Mergers & Acquisitions, Disposition, Leases, Corporate Real Estate, Real Estate Transactions, Real Estate Economics, Leadership, Negotiation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1986
MBA, Real Estate Finance
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
BBA, Accounting/Finance
Consultant - K.P. Bechtol Consulting March 2015 - Present
The Davey Tree Expert Company June 2005 - March 2015
GenCorp July 1973 - June 1996
Price Waterhouse 1969 - 1973
United States Air Force 1965 - 1969
Skills
SOX, Internal Audit, Internal Controls, Accounting, SEC reporting, Auditing, Financial Reporting, Financial Accounting, Forecasting, Budgets, Managerial Finance, Accounts Payable, Cash Management, Cost Accounting, General Ledger, Sarbanes-Oxley Act, SEC filings
Education
University of Southern California - Marshall School of Business 1964 — 1965
Master of Accounting, Accounting
The University of Akron 1960 — 1964
BS in Bus Adm, Accounting
Emery Jnsen April 2015 - Present
Freescale Semiconductor 2004 - 2015
Motorola 1998 - 2003
Sulzer 1991 - 1998
Price Waterhouse 1985 - 1991
Education
The University of Texas at Austin
Masters, Tax
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
Thomson Reuters August 2010 - Present
Thomson Reuters December 2006 - July 2010
Thomson Reuters August 2002 - December 2006
Thomson Reuters March 2001 - August 2002
Thomson Reuters October 1999 - March 2001
PwC January 1999 - April 1999
Price Waterhouse 1995 - 1998
Education
The University of Manchester 1992 — 1995
Computer Science, Accounting
University College School
A-levels, French, German and Maths
Rusty Taco, Inc. August 2014 - Present
Kruvand Associates 2002 - Present
Craig S. Feronti, CPA August 1991 - September 2014
RESTAURANT CFO PARTNER 1991 - September 2014
McDonald Technologies Internationl, Inc. 1998 - 1999
Unigate Restaurants August 1989 - August 1991
Price Waterhouse August 1979 - August 1989
Skills
Business Taxes, Strategic Planning, Business Turnaround, Accounting, Financial Analysis, Financial Reporting, Tax, Budgets, CPA, Forecasting, Cash Management, Microsoft Excel, Variance Analysis, Cash Flow, Strategic Financial..., Business Planning, Corporate Tax, General Ledger, Entrepreneurship, Tax Accounting, Management Consulting, Consulting, Negotiation, Cash Flow Forecasting, Tax Preparation, Restructuring, Managerial Finance, S Corporations, Financial Modeling, Finance, Partnership Taxation, Income Statement, Revenue Recognition, Due Diligence, Sales Tax, Accounts Receivable, Time Management, Accounts Payable, Small Business, Income Tax, Tax Returns, IRS, Start-ups, Acquisition Integration, Private Equity
Education
The University of Texas at Austin 1977 — 1979
MBA, Finance/Accounting
Washington University in St. Louis - Olin Business School 1973 — 1977
BSBA, Finance, Marketing
Putnam City
Putnam City
Gas, Incorporated February 2011 - Present
Price Waterhouse 1988 - 1992
Skills
Accounting, Financial Analysis, Strategic Financial..., Budgets, Due Diligence, Mergers, Strategic Planning, Finance, Non-profits, Real Estate, Financial Reporting, Business Planning, GAAP, CPA
Education
The University of Georgia 1982 — 1986
Master's degree, Accounting/Corporate Taxation
Round Table Pizza March 2006 - Present
Beverly Enterprises September 2002 - March 2006
Landry's Restaurants May 1999 - August 2002
Pizza Hut February 1990 - May 1999
Price Waterhouse February 1987 - January 1990
Arthur Andersen & Co May 1985 - January 1987
Skills
Franchising, Restaurants, Profit Maximization, Financial Analysis, Mergers, Strategic Planning, Operations Management, CPA
Education
The University of Texas at Austin 1982 — 1985
Bachelor of Business Administration (BBA), Accounting
Cushman & Wakefield August 2006 - Present
The Richard A. Zbranek Company February 1994 - August 2006
Price Waterhouse June 1991 - January 1994
Skills
Disposition, Appraisals, Leases, Corporate Real Estate, Real Estate Economics, Real Estate Development, Brokerage, Commercial Real Estate, Real Estate, Feasibility Studies, Management, Market Analysis, Land Acquisition, Real Estate Transactions
Education
The University of Texas at Austin 1979 — 1981
BBA, Real Estate and Finance
Swartz Framing Studio February 1985 - Present
Price Waterhouse 1983 - February 1985
Arhur Andersen & Co. January 1972 - 1983
Skills
Certified Picture Framer, former CPA, Woodworker, Merchandising, Retail, Inventory Management, Marketing, Coaching, Customer Service, Team Building, Human Resources, Purchasing, Sales, Small Business, Social Networking
Education
The University of Texas at Arlington 1967 — 1972
BBA & MPA, Accounting
Odessa College 1964 — 1965
None, Basics
Symphonix Health Insurance January 2014 - Present
Fidelity Life Association May 2004 - June 2013
Mutual of Omaha 1989 - 2003
Price Waterhouse January 1980 - May 1989
Skills
Mergers & Acquisitions, Insurance, Auditing, Mergers, Finance, Accounting, Investments, Financial Reporting, Budgets, Financial Analysis, Financial Modeling, Internal Controls, Risk Management, Strategic Financial..., Due Diligence, Sarbanes-Oxley Act, Financial Risk, SEC filings, Forecasting, Analysis, Managerial Finance, Strategic Planning, Revenue Recognition, Corporate Finance, Strategy, Internal Audit, GAAP, Executive Management, Enterprise Risk..., Portfolio Management, Financial Services, Management, Financial Planning
Education
University of Missouri-Kansas City 1977 — 1979
MS, Accounting
The University of Kansas 1971 — 1975
BS, Accounting
Adam James International (in association with Maple Leaf Enterprises, LLC) January 2010 - Present
Local Insight Media September 2006 - January 2010
PricewaterhouseCoopers LLP July 1995 - August 2006
Price Waterhouse 1995 - 1998
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, SEC filings, Process Improvement, Internal Controls, Risk Management, Auditing, Financial Modeling, Due Diligence, Finance, IFRS, Internal Audit, Mergers & Acquisitions, GAAP
Education
The University of British Columbia
BA, Economic Geography
A.T. Kearney February 2014 - Present
Kurt Salmon January 2001 - February 2014
Swander Pace & Company 1999 - 2001
Price Waterhouse January 1993 - August 1997
Education
The University of Chicago 1997 — 1999
MBA
The University of Chicago Booth School of Business 1997 — 1999
MBA
University of Chicago Graduate School of Business
MBA
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Accountancy
University of Illinois at Urbana-Champaign
BS; CPA
Hinsdale Central
Veyance Technologies, Inc. controllerGoodyear2004 - 2007
The Goodyear Tire & Rubber Co 2004 - 2007
ABB 1999 - 2004
ABB Elsag Bailey 1999 - 2004
Elsag Bailey Inc 1992 - 1999
Price Waterhouse 1987 - 1992
PwC 1987 - 1992
Education
The University of Akron 1983 — 1987
BS, Accounting
Radiant Logistics, Inc. December 2005 - Present
Stonepath Logistics 2002 - 2004
Schneider National 2001 - 2001
Florida East Coast Industries 2000 - 2001
CSX 1989 - 2000
Price Waterhouse 1986 - 1989
Skills
3PL, Air Freight, Corporate Finance, Financial Analysis, Forecasting, Freight, Freight Forwarding, LTL, Logistics, Mergers, Mergers & Acquisitions, Operations Management, Process Improvement, Start-ups, Supply Chain, Supply Chain Management, Transportation, Transportation..., Warehousing
Education
The University of Texas at Austin 1983 — 1986
BBA, Accounting
Titan America, LLC January 2014 - Present
Moss, Levy & Hartzhein, LLP, CPAs September 2011 - December 2013
ABS NW March 2002 - August 2011
Leshkowitz & Company, LLP, CPAs August 1995 - February 2002
Price Waterhouse August 1990 - December 1994
Skills
Accounting, Tax, Due Diligence, Managerial Finance, Financial Accounting, Management, Account Reconciliation, Finance, Financial Statements, Corporate Tax, Leadership
Education
Financial Training 1990 — 1994
Professional Chartered Accountancy, Accounting, A
The University of Manchester 1987 — 1990
B.A. (Econ) Hons., ECONOMICS & ACOUNTING
Grant Thornton April 2004 - Present
KPMG US 2000 - 2003
Joint Committee on Taxation June 1997 - April 2000
Price Waterhouse June 1988 - May 1997
Education
The University of Texas at Austin
Master of Professional Accounting
The Pasha Group June 2006 - Present
Marine Terminals Corporation March 2001 - January 2006
Pacific Maritime Association October 1988 - March 2001
Price Waterhouse January 1985 - October 1988
Skills
Accounting, Finance, Budgets, Process Improvement, Forecasting, Financial Reporting, Managerial Finance, Strategic Planning, Start-ups, Negotiation, Microsoft Excel, Financial Analysis, Mergers & Acquisitions
Education
The University of North Dakota 1979 — 1985
MBA, Accounting
Fargo North 1977 — 1979
American Century Investments March 2012 - April 2015
American Century Investments March 2008 - March 2012
Price Waterhouse January 1993 - February 1996
Skills
Budgets, Financial Analysis, Asset Management, Microsoft Excel, Mutual Funds, Financial Modeling, Cost Allocation, Risk Management, Financial Reporting, Strategic Financial..., Process Improvement, Financial Systems, Investments, Equities, Treasury, Finance, Financial Institutions, SEC filings, Fund Of Funds, Financial Services
Education
The University of Kansas 1988 — 1992
Undergraduate, Business & Accounting
Scotiabank August 2012 - Present
Roynat Capital September 2006 - September 2012
Scotiabank May 1996 - September 2006
Price Waterhouse 1986 - 1996
Skills
Banking, Financial Analysis, Commercial Banking, Financial Modeling, Portfolio Management, Financial Reporting, Mergers, Financial Accounting, Finance, Risk Management, Strategic Financial..., IFRS
Education
The University of Manchester 1986 — 1986
B.Sc. Hons, Math
Fitch Training
Tadcaster Grammar School
odd duck September 2014 - December 2014
Private Equity Firm February 2010 - September 2013
Tivoli Systems 1997 - 1999
Price Waterhouse July 1990 - February 1997
Education
Auguste Escoffier School of Culinary Arts 2013 — 2014
Certificate of Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef
The University of Texas at Austin
MPA, Accounting/Taxation
by the lake July 2015 - Present
Dallas Independent School District 2012 - 2015
City of Dallas City Auditor's Office October 2010 - May 2012
Self employed June 2000 - November 2010
Deloitte & Touche 1998 - 2000
Price Waterhouse 1996 - 1998
Lindquist Avey McDonald Baskerville 1993 - 1996
Tomlin Bolding Associates January 1992 - November 1993
Skills
Certified Fraud Examiner, Forensic Accounting, Fraud, Internal Controls, Auditing, Internal Audit, Litigation Support, Risk Assessment, Sarbanes-Oxley Act, Accounting, Private Investigations, Anti-fraud, Due Diligence, Investigation, CPA, Analysis, FCPA, Forensic Analysis, Enterprise Risk..., AML, Fraud Detection, Expert Witness, Internal Investigations, External Audit, Sarbanes-Oxley, Risk Management, Financial Audits, Interrogation, Financial Risk, Assurance, CISA, COSO, IT Audit, Computer Forensics, Cybercrime, Asset Tracing, Corporate Fraud..., Operational Risk..., Tax, Litigation Consulting, Bankruptcy, GAAP, Anti-corruption
Education
The University of Texas at Dallas 1988 — 1991
B.S., Accounting
CPIC Consulting Inc. September 2010 - Present
Hewlett-Packard 2014 - 2015
Enerplus Resources Fund 2001 - 2010
Oracle Corporation 1998 - 2000
AltaGas 1997 - 1998
ATCO Midstream 1996 - 1997
Price Waterhouse 1986 - 1995
Skills
Business Intelligence, Petroleum, Business Analysis, Integration, Analysis, Business Process, Change Management
Education
Institute of Chartered Accountants of Alberta 1986 — 1989
CA
The University of Lethbridge 1982 — 1986
Bachelor, Management (Accounting major)
Jefferies April 2010 - Present
Bellman Walter Capital January 2008 - January 2010
Julius Baer / Kepler Equities September 2004 - January 2008
SG Cowen / Societe Generale April 1991 - January 2004
Price Waterhouse July 1985 - February 1989
Skills
Investment Banking, Equity Research, Trading, Bloomberg, Mergers, Alternative Investments, Derivatives, Financial Markets, Fixed Income, Corporate Finance, Financial Modeling, Hedge Funds, Capital Markets, Mergers & Acquisitions, Emerging Markets, Telecommunications, Equities, French
Education
University of Chicago Graduate School of Business 1989 — 1991
MBA, Finance
Clean Diesel Technologies, Inc December 2006 - April 2010
NCT Group, Inc January 1998 - December 2006
Flexilnternational Software. Inc January 1997 - January 1998
Fabricated Metal Products, Inc January 1996 - January 1997
Roller Bearing Co. of America, Inc. January 1995 - January 1996
DeVlieg-Bullard, Inc January 1987 - January 1995
Price Waterhouse January 1983 - January 1987
City of Vermillion January 1980 - January 1982
Education
The University of South Dakota
MBA, Finance
University of Florida
Bachelor of Arts; Certificate, Anthropology; Latin American Studies
Allen Samuels Auto Group June 2011 - Present
Federal Bureau of Investigation July 1995 - October 2009
City of Copperas Cove June 1994 - July 1995
Price Waterhouse September 1990 - May 1994
Education
The University of Texas at Austin 1986 — 1990
BBA, Accounting
Wolverton Securities January 1997 - Present
Price Waterhouse 1988 - 1992
Skills
Equities, Venture Capital, Corporate Finance, Securities, Mergers, Capital Markets, Private Equity, Investments, IPO, Portfolio Management, Mergers & Acquisitions, Fixed Income, Wealth Management, Due Diligence, Investment Banking, Asset Managment, Investor Relations, Private Placements, Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Valuation, Equity Research, Asset Management, Bonds, Financial Markets, Trading
Education
Institute of Chartered Accountants of BC
CA
The University of British Columbia 1985 — 1988
B.Comm, Finance and accounting
Kraft Foods January 1990 - June 1994
Price Waterhouse August 1985 - January 1990
Skills
Microsoft Office, Accounting, Financial Reporting, Strategic Planning, Project Management, Financial Analysis, Strategy, Budgets, Microsoft Excel, PowerPoint, Marketing Strategy, Finance, Investments, Sales Management, Real Estate
Education
University of Chicago Graduate School of Business 1990 — 1992
MS Finance
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
BS, Accounting
American Greetings August 1986 - Present
Price Waterhouse August 1982 - July 1986
Skills
Financial Reporting, Sarbanes-Oxley, Forecasting, Sarbanes-Oxley Act, Corporate Finance, Accounting, CPA
Education
University of Findlay 1978 — 1982
BA, Accounting
Mars Petcare November 2011 - Present
Anheuser-Busch June 2000 - November 2011
Price Waterhouse September 1993 - January 1997
Skills
Purchasing, Supply Chain Management, Supply Chain, Procurement, Forecasting, Inventory Management, Account Management, Cross-functional Team..., Global Sourcing, FMCG, P, Strategic Planning, Strategic Sourcing, P&L Management, Lean Manufacturing, Logistics, Budgets, Business Planning, Operations Management, Management, Leadership, Strategy
Education
The University of Texas at Austin 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Iowa 1989 — 1993
Bachelor of Business Administration (BBA), Accounting