Price Waterhouse
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Price Waterhouse Employees
Employee
Years
Job
Industry
Charlie Carr, CFP® Charlie Carr, CFP®'s Price Waterhouse Experience January 1990 - November 1994
Job Executive Director, Family Office Advisory at EY
Industry Financial Services
Experience
EY July 2014 - Present
Sower of Seeds International Ministries, Inc. January 2001 - Present
Bank of America December 1994 - December 2013
Flower Mound Youth Sports Association July 2008 - June 2010
Flower Mound Youth Sports Association June 2006 - June 2008
IBM Consulting January 1990 - November 1994
Price Waterhouse January 1990 - November 1994
Skills
Strategic Planning, Non-profits, Family Offices, Client Delight, Business Process Design, New Business Development, Financial Planning, Wealth Management, Family Office, Strategic Financial..., Financial Services, Philanthropy, Leadership, Nonprofits, High Net Worth..., Wealth Management..., Investment Management, Investments, Estate Planning, Asset Management, Financial Advisory, Risk Management, Strategy, Management
Education
Baylor University - Hankamer School of Business 1986 — 1989
BBA, Accounting, Management
Kaplan University 2011 — 2011
Financial Planning, Financial Planning and Services
EY July 2014 - Present
Sower of Seeds International Ministries, Inc. January 2001 - Present
Bank of America December 1994 - December 2013
Flower Mound Youth Sports Association July 2008 - June 2010
Flower Mound Youth Sports Association June 2006 - June 2008
IBM Consulting January 1990 - November 1994
Price Waterhouse January 1990 - November 1994
Skills
Strategic Planning, Non-profits, Family Offices, Client Delight, Business Process Design, New Business Development, Financial Planning, Wealth Management, Family Office, Strategic Financial..., Financial Services, Philanthropy, Leadership, Nonprofits, High Net Worth..., Wealth Management..., Investment Management, Investments, Estate Planning, Asset Management, Financial Advisory, Risk Management, Strategy, Management
Education
Baylor University - Hankamer School of Business 1986 — 1989
BBA, Accounting, Management
Kaplan University 2011 — 2011
Financial Planning, Financial Planning and Services
Tom Prisk Tom Prisk's Price Waterhouse Experience 1989 - 1994
Job Commercial Manager at Direct Energy
Industry Oil & Energy
Experience
Direct Energy October 2012 - Present
Direct Energy Business November 2010 - October 2012
Consulting 2009 - November 2010
Direct Energy March 2008 - January 2009
Sempra Energy Solutions March 2003 - March 2008
Enron North America June 2002 - March 2003
Enron April 1996 - December 2001
Hines September 1994 - April 1996
Price Waterhouse 1989 - 1994
Skills
Energy, Commodity Markets, Natural Gas, Energy Markets, Business Development, Electricity, Electricity Markets, Demand Response, Renewable Energy, Commodity, Energy Management, Smart Grid, Sales, Energy Industry, Energy Efficiency, Power Generation, Finance, Management
Education
Texas A&M University 1983 — 1987
BA
Baylor University 1988 — 1989
Direct Energy October 2012 - Present
Direct Energy Business November 2010 - October 2012
Consulting 2009 - November 2010
Direct Energy March 2008 - January 2009
Sempra Energy Solutions March 2003 - March 2008
Enron North America June 2002 - March 2003
Enron April 1996 - December 2001
Hines September 1994 - April 1996
Price Waterhouse 1989 - 1994
Skills
Energy, Commodity Markets, Natural Gas, Energy Markets, Business Development, Electricity, Electricity Markets, Demand Response, Renewable Energy, Commodity, Energy Management, Smart Grid, Sales, Energy Industry, Energy Efficiency, Power Generation, Finance, Management
Education
Texas A&M University 1983 — 1987
BA
Baylor University 1988 — 1989
James D. Williams James D. Williams's Price Waterhouse Experience August 1990 - January 1993
Job Leader in Business Finance, Controllership, Financial Planning & Analysis
Industry Information Technology and Services
Experience
Juniper Networks August 2010 - September 2014
Sun Microsystems (Oracle) June 2005 - February 2010
Various clients including Scientific Learning Inc. August 2001 - February 2004
General Magic Inc. (ceased operations) December 1999 - February 2001
Allegheny Technologies (successor to Teledyne) October 1996 - July 1999
Teledyne June 1994 - October 1996
Price Waterhouse August 1990 - January 1993
Nortel Networks June 1986 - June 1988
Education
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA, Finance, Accounting (double concentration)
Belmont University 1982 — 1986
BBA and BS,, Accounting (BBA) and Mathematics (BS)
Juniper Networks August 2010 - September 2014
Sun Microsystems (Oracle) June 2005 - February 2010
Various clients including Scientific Learning Inc. August 2001 - February 2004
General Magic Inc. (ceased operations) December 1999 - February 2001
Allegheny Technologies (successor to Teledyne) October 1996 - July 1999
Teledyne June 1994 - October 1996
Price Waterhouse August 1990 - January 1993
Nortel Networks June 1986 - June 1988
Education
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA, Finance, Accounting (double concentration)
Belmont University 1982 — 1986
BBA and BS,, Accounting (BBA) and Mathematics (BS)
Murtaza Sitabkhan Murtaza Sitabkhan's Price Waterhouse Experience July 1994 - August 1996
Job CIO, US Fuels Value Chains (Downstream / Refining & Marketing) at BP
Industry Oil & Energy
Experience
BP December 2014 - Present
BP February 2012 - Present
BP April 2009 - January 2012
Accenture September 1998 - April 2009
Price Waterhouse July 1994 - August 1996
Skills
CIOs, Downstream Oil & Gas, Refining, IT Management, IT Outsourcing, IT Operations, IT Transformation, Marketing, Business Alignment, Project Portfolio..., Business Process, Strategy, PMO
Education
Boston University 2012 — 2013
Certificate, CIO of the Future - Executive Management
ITBLA 2010 — 2011
Massachusetts Institute of Technology 1996 — 1998
SM, Transportation
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
BP December 2014 - Present
BP February 2012 - Present
BP April 2009 - January 2012
Accenture September 1998 - April 2009
Price Waterhouse July 1994 - August 1996
Skills
CIOs, Downstream Oil & Gas, Refining, IT Management, IT Outsourcing, IT Operations, IT Transformation, Marketing, Business Alignment, Project Portfolio..., Business Process, Strategy, PMO
Education
Boston University 2012 — 2013
Certificate, CIO of the Future - Executive Management
ITBLA 2010 — 2011
Massachusetts Institute of Technology 1996 — 1998
SM, Transportation
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
Joe Stone Joe Stone's Price Waterhouse Experience 1991 - 1996
Job Managing Director at Blackhill Partners, LLC
Industry Investment Banking
Experience
Blackhill Partners, LLC June 2013 - Present
Magnegas Corporation May 2013 - Present
Vision Bank Texas 2007 - Present
Pace Petroleum April 2006 - Present
Lehman Brothers 2000 - 2006
Deutsche Bank 1996 - 2000
Price Waterhouse 1991 - 1996
Education
The University of Texas at Austin 1989 — 1990
MBA
Baylor University 1985 — 1989
BA, Accounting
Blackhill Partners, LLC June 2013 - Present
Magnegas Corporation May 2013 - Present
Vision Bank Texas 2007 - Present
Pace Petroleum April 2006 - Present
Lehman Brothers 2000 - 2006
Deutsche Bank 1996 - 2000
Price Waterhouse 1991 - 1996
Education
The University of Texas at Austin 1989 — 1990
MBA
Baylor University 1985 — 1989
BA, Accounting
Syrene Reilly's Price Waterhouse Experience June 1988 - November 1991
Job Healthcare Quality Executive
Industry Hospital & Health Care
Experience
Massachusetts General Hospital July 2013 - Present
Partners HealthCare System, Inc October 2001 - July 2013
Partners HealthCare System, Inc. September 1997 - October 2001
Trans National Group November 1991 - July 1995
Price Waterhouse June 1988 - November 1991
Skills
Healthcare, Healthcare Management, Quality Management, New Business Development, Strategic Planning, Medicare, Pay for Performance, Healthcare Information..., Managerial Finance, Analytics, Collaborative Leadership, Leadership, Medicaid, Start-ups, Process Improvement, Hospitals, Management, EHR, Physicians, Quality Improvement, Analysis, Strategy, Patient Safety, Managed Care, HIPAA, Data Analysis, Healthcare Consulting, EMR, Informatics
Education
Harvard Business School 1995 — 1997
Master, Business Administration
Boston College 1984 — 1988
Bachelor of Science, Accounting
Massachusetts General Hospital July 2013 - Present
Partners HealthCare System, Inc October 2001 - July 2013
Partners HealthCare System, Inc. September 1997 - October 2001
Trans National Group November 1991 - July 1995
Price Waterhouse June 1988 - November 1991
Skills
Healthcare, Healthcare Management, Quality Management, New Business Development, Strategic Planning, Medicare, Pay for Performance, Healthcare Information..., Managerial Finance, Analytics, Collaborative Leadership, Leadership, Medicaid, Start-ups, Process Improvement, Hospitals, Management, EHR, Physicians, Quality Improvement, Analysis, Strategy, Patient Safety, Managed Care, HIPAA, Data Analysis, Healthcare Consulting, EMR, Informatics
Education
Harvard Business School 1995 — 1997
Master, Business Administration
Boston College 1984 — 1988
Bachelor of Science, Accounting
Terence L. McGuire Terence L. McGuire's Price Waterhouse Experience November 1995 - December 1997
Job Financial and Management Consultant
Industry Management Consulting
Experience
Terence McGuire Associates July 2000 - Present
The Conference Board September 2003 - April 2015
PricewaterhouseCoopers January 1999 - June 2000
The Conference Board, Inc. January 1998 - December 1998
Price Waterhouse November 1995 - December 1997
Price Waterhouse October 1991 - October 1995
Price Waterhouse July 1989 - September 1991
Price Waterhouse July 1980 - June 1989
Skills
Change Management, Strategy, Coaching, Leadership Development, Program Management, Organizational..., Personnel Management, Workshop Facilitation, Management, Executive Management, Training, Management Consulting, Career Development, Organizational Design, Talent Management, Human Resources, Performance Management, Organizational..., Succession Planning, Leadership, Executive Coaching, Diversity & Inclusion, Executive Development, Personal Finance, Tax Advisory
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master’s Degree, Taxation
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
Bachelor’s Degree, Finance, Accounting
University of Michigan 1975 — 1977
Liberal Arts and Sciences, General Studies and Humanities
Terence McGuire Associates July 2000 - Present
The Conference Board September 2003 - April 2015
PricewaterhouseCoopers January 1999 - June 2000
The Conference Board, Inc. January 1998 - December 1998
Price Waterhouse November 1995 - December 1997
Price Waterhouse October 1991 - October 1995
Price Waterhouse July 1989 - September 1991
Price Waterhouse July 1980 - June 1989
Skills
Change Management, Strategy, Coaching, Leadership Development, Program Management, Organizational..., Personnel Management, Workshop Facilitation, Management, Executive Management, Training, Management Consulting, Career Development, Organizational Design, Talent Management, Human Resources, Performance Management, Organizational..., Succession Planning, Leadership, Executive Coaching, Diversity & Inclusion, Executive Development, Personal Finance, Tax Advisory
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master’s Degree, Taxation
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
Bachelor’s Degree, Finance, Accounting
University of Michigan 1975 — 1977
Liberal Arts and Sciences, General Studies and Humanities
David Whelan's Price Waterhouse Experience 1995 - 1997
Job General Partner & CFO at Accretive
Industry Venture Capital & Private Equity
Experience
Accretive November 2012 - Present
Cloverleaf Ventures LLC April 2006 - November 2012
Virgin USA 2002 - 2006
Goldman Sachs 2000 - 2002
Deutsche Bank 1997 - 2000
Price Waterhouse 1995 - 1997
Education
Bond University 1992 — 1994
BCom, LLB Hons, Law, Commerce
Accretive November 2012 - Present
Cloverleaf Ventures LLC April 2006 - November 2012
Virgin USA 2002 - 2006
Goldman Sachs 2000 - 2002
Deutsche Bank 1997 - 2000
Price Waterhouse 1995 - 1997
Education
Bond University 1992 — 1994
BCom, LLB Hons, Law, Commerce
John McCafferty's Price Waterhouse Experience July 1974 - September 1982
Job CFO and Business Manager at Hillside School, Inc.
Industry Nonprofit Organization Management
Experience
Hillside School, Inc. April 2014 - Present
Resources Global Professionals July 2009 - April 2014
Fidelity Investments January 2006 - December 2008
Fidelity Investments November 1998 - December 2005
Smith & McCafferty, CPAs October 1982 - September 1998
Price Waterhouse July 1974 - September 1982
Skills
Forecasting, Corporate Finance, Accounting, Financial Accounting, Finance, Managerial Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Strategic Planning, Auditing, Business Planning, Management Consulting, Analysis, Executive Management, Budgets, Management
Education
Boston College 1970 — 1974
BS, Accounting & Finance
Hillside School, Inc. April 2014 - Present
Resources Global Professionals July 2009 - April 2014
Fidelity Investments January 2006 - December 2008
Fidelity Investments November 1998 - December 2005
Smith & McCafferty, CPAs October 1982 - September 1998
Price Waterhouse July 1974 - September 1982
Skills
Forecasting, Corporate Finance, Accounting, Financial Accounting, Finance, Managerial Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Strategic Planning, Auditing, Business Planning, Management Consulting, Analysis, Executive Management, Budgets, Management
Education
Boston College 1970 — 1974
BS, Accounting & Finance
Lesli Reich CPA, MST's Price Waterhouse Experience 1985 - 1988
Job Tax Manager at Sokolove Law
Industry Law Practice
Experience
Sokolove Law April 2010 - Present
3Com July 2006 - April 2010
Cognex Corporation January 2004 - July 2006
Connell Limited Partnership June 2002 - January 2004
Thomson Financial February 1998 - February 2002
LTX Corporation May 1994 - February 1998
Perini Corporation January 1988 - February 1994
Price Waterhouse 1985 - 1988
Skills
Tax, Corporate Tax, Tax Accounting, International Tax, Tax Research, Income Tax, Transfer Pricing, Process Improvement, Tax Law, Internal Audit, Finance
Education
Bentley University 1992 — 1994
Masters, Taxation
Sokolove Law April 2010 - Present
3Com July 2006 - April 2010
Cognex Corporation January 2004 - July 2006
Connell Limited Partnership June 2002 - January 2004
Thomson Financial February 1998 - February 2002
LTX Corporation May 1994 - February 1998
Perini Corporation January 1988 - February 1994
Price Waterhouse 1985 - 1988
Skills
Tax, Corporate Tax, Tax Accounting, International Tax, Tax Research, Income Tax, Transfer Pricing, Process Improvement, Tax Law, Internal Audit, Finance
Education
Bentley University 1992 — 1994
Masters, Taxation
Claire Queeney Hsu Claire Queeney Hsu's Price Waterhouse Experience 1994 - 1996
Job Designer
Industry Architecture & Planning
Experience
C2 Kitchens - Queeney Design July 2009 - Present
Boston Building Materials Co-op 2009 - October 2010
Kitchen Views Custom April 2009 - October 2009
Feinmann, Inc. January 2007 - March 2008
SurfMerchants LLC January 2002 - November 2002
Interliant August 2000 - January 2002
Babson College June 1999 - August 2000
SkillSet Software March 1997 - March 1999
Ernst & Young 1996 - 1997
Price Waterhouse 1994 - 1996
Skills
Renovation, CAD, Microsoft Office, Sales, Interior Design, SketchUp, 20/20, Lotus Notes, PHP, MySQL, JavaScript, Kitchen Design, Bath Design, Web Development, Space planning, Floor Plans, Public Speaking, AutoCAD, Interior Architecture, Construction, Cabinetry
Education
Boston Architectural College 2004 — 2008
University of New Hampshire 1988 — 1990
C2 Kitchens - Queeney Design July 2009 - Present
Boston Building Materials Co-op 2009 - October 2010
Kitchen Views Custom April 2009 - October 2009
Feinmann, Inc. January 2007 - March 2008
SurfMerchants LLC January 2002 - November 2002
Interliant August 2000 - January 2002
Babson College June 1999 - August 2000
SkillSet Software March 1997 - March 1999
Ernst & Young 1996 - 1997
Price Waterhouse 1994 - 1996
Skills
Renovation, CAD, Microsoft Office, Sales, Interior Design, SketchUp, 20/20, Lotus Notes, PHP, MySQL, JavaScript, Kitchen Design, Bath Design, Web Development, Space planning, Floor Plans, Public Speaking, AutoCAD, Interior Architecture, Construction, Cabinetry
Education
Boston Architectural College 2004 — 2008
University of New Hampshire 1988 — 1990
James Sweeney's Price Waterhouse Experience 1993 - 1997
Job Associate Prinicpal, EPM PMO Practice Lead at The Hackett Group
Industry Information Technology and Services
Experience
The Hackett Group April 2014 - Present
The Hackett Group August 2011 - April 2014
Freddie Mac July 2010 - August 2011
G-enovation July 2009 - July 2010
Liberty Mutual 2007 - 2009
Guardian Life Insurance 2004 - 2007
IBM Business Consulting Services 2002 - 2004
PwC Consulting 1998 - 2002
Ernst & Young 1997 - 1998
Price Waterhouse 1993 - 1997
Skills
Risk Management, Business Process, Business Transformation, PMO, Insurance, Total Cost of Ownership, Requirements..., Procurement Outsourcing, ERP Implementations, Software Selection, PMO Transformation, Enterprise IT Strategy, Full SDLC, Cloud Computing, Contract Negotiations, Principal Architect..., Complex Program..., Enterprise Architecture, Enterprise Risk..., Integration Architecture, IT Enabled Business..., Program Management, Project Management, ERP Troubled Program..., Application Management..., Global/International..., Shared Services, Hosting Services, Disaster Recovery, Organizational Change..., Portfolio/Project..., Enterprise Project..., Start-up Formation, Business Process..., New Business Development, Global Implementations, Management Of..., RFP, Outsourcing, Business Intelligence, Business Process..., CRM, Sarbanes-Oxley Act, Analysis, IT Management, PeopleSoft, Business Development, Change Management, Start-ups, ERP
Education
Bentley University 1982 — 1985
Bachelor of Science, Accountancy
Nasson College 1981 — 1983
Worcester Academy 1980 — 1981
Falmouth High School
The Hackett Group April 2014 - Present
The Hackett Group August 2011 - April 2014
Freddie Mac July 2010 - August 2011
G-enovation July 2009 - July 2010
Liberty Mutual 2007 - 2009
Guardian Life Insurance 2004 - 2007
IBM Business Consulting Services 2002 - 2004
PwC Consulting 1998 - 2002
Ernst & Young 1997 - 1998
Price Waterhouse 1993 - 1997
Skills
Risk Management, Business Process, Business Transformation, PMO, Insurance, Total Cost of Ownership, Requirements..., Procurement Outsourcing, ERP Implementations, Software Selection, PMO Transformation, Enterprise IT Strategy, Full SDLC, Cloud Computing, Contract Negotiations, Principal Architect..., Complex Program..., Enterprise Architecture, Enterprise Risk..., Integration Architecture, IT Enabled Business..., Program Management, Project Management, ERP Troubled Program..., Application Management..., Global/International..., Shared Services, Hosting Services, Disaster Recovery, Organizational Change..., Portfolio/Project..., Enterprise Project..., Start-up Formation, Business Process..., New Business Development, Global Implementations, Management Of..., RFP, Outsourcing, Business Intelligence, Business Process..., CRM, Sarbanes-Oxley Act, Analysis, IT Management, PeopleSoft, Business Development, Change Management, Start-ups, ERP
Education
Bentley University 1982 — 1985
Bachelor of Science, Accountancy
Nasson College 1981 — 1983
Worcester Academy 1980 — 1981
Falmouth High School
Dolores Laputka's Price Waterhouse Experience 1982 - 1989
Job Attorney at Norris McLaughlin & Marcus
Industry Law Practice
Experience
Norris McLaughlin & Marcus January 1990 - Present
Price Waterhouse 1982 - 1989
United Penn Bank 1979 - 1982
Education
Boston College
Bachelor of Arts (B.A.)
Duquesne University School of Law
Doctor of Law (J.D.)
Norris McLaughlin & Marcus January 1990 - Present
Price Waterhouse 1982 - 1989
United Penn Bank 1979 - 1982
Education
Boston College
Bachelor of Arts (B.A.)
Duquesne University School of Law
Doctor of Law (J.D.)
Shannon Karafanda's Price Waterhouse Experience 1995 - 1996
Job Associate Pastor, Cornerstone United Methodist Church
Industry Religious Institutions
Experience
Cornerstone UMC June 2013 - Present
United Methodist Church 1999 - Present
Lend Lease/Equitable Real Estate April 1996 - November 1998
Price Waterhouse 1995 - 1996
IBM January 1992 - March 1995
The Coca-Cola Company May 1990 - December 1991
Skills
Theology, Discipleship, Preaching, Pastoral Care, Religion, Youth Ministry, Biblical Studies, Church Events, Spiritual Direction, Pastoral Counseling, Communicaitons, Marketing, Leadership, Program Development, Project Management, Social Networking, Leadership Development, Resource Management, Events Coordination, Technology, Podcasting, Training, Missions, Business Analysis, Online Advertising, Oracle Forms, Video Production, Coaching, Chaplaincy, Religious Studies, Church Administration, Bible Study, Evangelism
Education
Boston University
Doctor of Ministry, Transformational Leadership
Emory University 2000 — 2005
MDiv, Divinity
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1995
BSMGT, Management, Information Systems, French
Cornerstone UMC June 2013 - Present
United Methodist Church 1999 - Present
Lend Lease/Equitable Real Estate April 1996 - November 1998
Price Waterhouse 1995 - 1996
IBM January 1992 - March 1995
The Coca-Cola Company May 1990 - December 1991
Skills
Theology, Discipleship, Preaching, Pastoral Care, Religion, Youth Ministry, Biblical Studies, Church Events, Spiritual Direction, Pastoral Counseling, Communicaitons, Marketing, Leadership, Program Development, Project Management, Social Networking, Leadership Development, Resource Management, Events Coordination, Technology, Podcasting, Training, Missions, Business Analysis, Online Advertising, Oracle Forms, Video Production, Coaching, Chaplaincy, Religious Studies, Church Administration, Bible Study, Evangelism
Education
Boston University
Doctor of Ministry, Transformational Leadership
Emory University 2000 — 2005
MDiv, Divinity
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1995
BSMGT, Management, Information Systems, French
Daniel Kaskel Daniel Kaskel's Price Waterhouse Experience 1987 - 1989
Job Partner and Chair, Real Estate and Transactional Group at Sachs Sax Caplan
Industry Real Estate
Experience
Sachs Sax Caplan September 2008 - Present
Daniel A. Kaskel, P.A. 2004 - September 2008
E.B. Developers 2004 - April 2008
Becker & Poliakoff, P.A. 2001 - 2004
Drinker Biddle & Reath LLP 1996 - 1999
Price Waterhouse 1987 - 1989
Skills
Real Estate, Real Estate Transactions, Litigation, Commercial Litigation, Corporate Law, Corporate Governance, Contract Negotiation, Contract Law, Contractual Agreements, Employment Contracts, Legal Writing, Legal Advice, Legal Assistance, Legal Compliance, Legal Issues, Legal Documents, Due Diligence, Real Estate Development, Leases, Condos, Short Sales, Sellers, Commercial Real Estate, Mergers & Acquisitions, Residential Homes, Landlords, Investors, Property, Bankruptcy, Tenant, Land Use, Real Estate Economics, Joint Ventures, Shopping Centers, Mediation, Real Estate Financing, Disposition, Acquisitions, Civil Litigation, Property Law, Title Insurance, Finance, International Real..., Loan Modifications, Real Property, Brokerage, Land Acquisition, Location Intelligence, Negotiation, Investment Properties
Education
Rutgers University School of Law - Newark 1991 — 1992
JD, Law
Western New England College School of Law 1989 — 1991
JD, Law
Binghamton University 1984 — 1987
BA, Economics
Sachs Sax Caplan September 2008 - Present
Daniel A. Kaskel, P.A. 2004 - September 2008
E.B. Developers 2004 - April 2008
Becker & Poliakoff, P.A. 2001 - 2004
Drinker Biddle & Reath LLP 1996 - 1999
Price Waterhouse 1987 - 1989
Skills
Real Estate, Real Estate Transactions, Litigation, Commercial Litigation, Corporate Law, Corporate Governance, Contract Negotiation, Contract Law, Contractual Agreements, Employment Contracts, Legal Writing, Legal Advice, Legal Assistance, Legal Compliance, Legal Issues, Legal Documents, Due Diligence, Real Estate Development, Leases, Condos, Short Sales, Sellers, Commercial Real Estate, Mergers & Acquisitions, Residential Homes, Landlords, Investors, Property, Bankruptcy, Tenant, Land Use, Real Estate Economics, Joint Ventures, Shopping Centers, Mediation, Real Estate Financing, Disposition, Acquisitions, Civil Litigation, Property Law, Title Insurance, Finance, International Real..., Loan Modifications, Real Property, Brokerage, Land Acquisition, Location Intelligence, Negotiation, Investment Properties
Education
Rutgers University School of Law - Newark 1991 — 1992
JD, Law
Western New England College School of Law 1989 — 1991
JD, Law
Binghamton University 1984 — 1987
BA, Economics
Judith Fulop's Price Waterhouse Experience 1992 - 1994
Job Owner at Fulop Accounting
Industry Accounting
Experience
Fulop Accounting November 2003 - Present
Hale and Dorr LLP now WilmerHale, Boston, MA December 1999 - December 2002
Bank of Boston, N.A., later Fleet, now Bank of America July 1998 - December 1999
Mellon Private Asset Management, Boston Safe Deposit & Trust Co., Boston, MA October 1995 - June 1998
Eurocorp 1994 - 1995
Price Waterhouse 1992 - 1994
Skills
Accounting, Trusts, QuickBooks, Tax, Income Tax, Strategy, Tax Returns, Project Management, High Net Worth..., IRS, Finance, Bookkeeping, Small Business, Strategic Financial..., Tax Research, Mergers & Acquisitions, LLC, Estate Planning, Financial Analysis, Financial Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1986
MSF, Finance
Bentley College, Waltham, MA 1977 — 1983
B. S., Economics and Finance
Fulop Accounting November 2003 - Present
Hale and Dorr LLP now WilmerHale, Boston, MA December 1999 - December 2002
Bank of Boston, N.A., later Fleet, now Bank of America July 1998 - December 1999
Mellon Private Asset Management, Boston Safe Deposit & Trust Co., Boston, MA October 1995 - June 1998
Eurocorp 1994 - 1995
Price Waterhouse 1992 - 1994
Skills
Accounting, Trusts, QuickBooks, Tax, Income Tax, Strategy, Tax Returns, Project Management, High Net Worth..., IRS, Finance, Bookkeeping, Small Business, Strategic Financial..., Tax Research, Mergers & Acquisitions, LLC, Estate Planning, Financial Analysis, Financial Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1986
MSF, Finance
Bentley College, Waltham, MA 1977 — 1983
B. S., Economics and Finance
Greg Usry Greg Usry's Price Waterhouse Experience 1990 - 1993
Job Tax Partner, BKD, LLP
Industry Accounting
Experience
BKD, LLP May 2004 - Present
Coach USA 2001 - 2004
Engage Energy July 1997 - December 2000
Coopers & Lybrand 1995 - 1997
Enron 1993 - 1995
Price Waterhouse 1990 - 1993
JH Ranch 1988 - 1989
Skills
State Tax, Tax Research, Tax Accounting, Tax, Corporate Tax, CPA, GAAP, Income Tax, International Tax, Partnership Taxation, SEC filings, Tax Advisory, Tax Law, US Tax
Education
Baylor University 1980 — 1985
BKD, LLP May 2004 - Present
Coach USA 2001 - 2004
Engage Energy July 1997 - December 2000
Coopers & Lybrand 1995 - 1997
Enron 1993 - 1995
Price Waterhouse 1990 - 1993
JH Ranch 1988 - 1989
Skills
State Tax, Tax Research, Tax Accounting, Tax, Corporate Tax, CPA, GAAP, Income Tax, International Tax, Partnership Taxation, SEC filings, Tax Advisory, Tax Law, US Tax
Education
Baylor University 1980 — 1985
Brad Adams's Price Waterhouse Experience 1993 - 1995
Job General Counsel at The Brinkmann Corporation
Industry Consumer Goods
Experience
The Brinkmann Corporation May 2009 - Present
Antidote Education Company 2003 - 2009
Haynes and Boone, LLP 2001 - 2003
Hughes & Luce, LLP 1998 - 2001
Price Waterhouse 1993 - 1995
Skills
Commercial Litigation, Litigation, Corporate Governance, Intellectual Property, Patent Litigation, Defense, Litigation Management, Corporate Law, Business Transactions, Contract Negotiation, Employment Law
Education
Baylor University School of Law 1995 — 1997
JD, Law
Southern Methodist University 1989 — 1993
BBA, Accounting
The Brinkmann Corporation May 2009 - Present
Antidote Education Company 2003 - 2009
Haynes and Boone, LLP 2001 - 2003
Hughes & Luce, LLP 1998 - 2001
Price Waterhouse 1993 - 1995
Skills
Commercial Litigation, Litigation, Corporate Governance, Intellectual Property, Patent Litigation, Defense, Litigation Management, Corporate Law, Business Transactions, Contract Negotiation, Employment Law
Education
Baylor University School of Law 1995 — 1997
JD, Law
Southern Methodist University 1989 — 1993
BBA, Accounting
Nicole Gardner Nicole Gardner's Price Waterhouse Experience January 1988 - July 1995
Job Vice President, US Federal Healthcare Industry Leader at IBM Global Business Services
Industry Government Administration
Experience
IBM Global Business Services January 2015 - Present
IBM Global Business Services February 2011 - January 2015
IBM Global Services March 2011 - December 2012
IBM Global Business Services 2006 - December 2009
IBM Global Business Services July 2004 - October 2006
IBM Business Consulting Services October 2002 - June 2004
PricewaterhouseCoopers 1995 - 2002
Price Waterhouse January 1988 - July 1995
Skills
Management Consulting, Change Management, Business Process..., Program Management, Business Transformation, Leadership, Business Analysis, Business Process, Business Intelligence, Public Sector, Strategy, Performance Management, Leadership Development, Go-to-market Strategy, CRM, IT Strategy, IT Service Management, Government, ERP, Process Improvement, Enterprise Architecture, Consulting, Strategic Planning, Personnel Management, Business Development, Executive Management, Integration, Management, Organizational Design, Cloud Computing, Outsourcing, Governance, Business Strategy, Project Management
Education
Boston University 1978 — 1980
Bachelors of Art, Economics
Dickinson College 1976 — 1978
Economics and International Relations
IBM Global Business Services January 2015 - Present
IBM Global Business Services February 2011 - January 2015
IBM Global Services March 2011 - December 2012
IBM Global Business Services 2006 - December 2009
IBM Global Business Services July 2004 - October 2006
IBM Business Consulting Services October 2002 - June 2004
PricewaterhouseCoopers 1995 - 2002
Price Waterhouse January 1988 - July 1995
Skills
Management Consulting, Change Management, Business Process..., Program Management, Business Transformation, Leadership, Business Analysis, Business Process, Business Intelligence, Public Sector, Strategy, Performance Management, Leadership Development, Go-to-market Strategy, CRM, IT Strategy, IT Service Management, Government, ERP, Process Improvement, Enterprise Architecture, Consulting, Strategic Planning, Personnel Management, Business Development, Executive Management, Integration, Management, Organizational Design, Cloud Computing, Outsourcing, Governance, Business Strategy, Project Management
Education
Boston University 1978 — 1980
Bachelors of Art, Economics
Dickinson College 1976 — 1978
Economics and International Relations
Bradley Cotharn's Price Waterhouse Experience January 1987 - December 1988
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 1999 - Present
Noran Instruments September 1994 - November 1998
SYSCO Foods February 1992 - September 1994
Baker Hughes January 1989 - December 1991
Price Waterhouse January 1987 - December 1988
Skills
Long Term Care, Estate Planning, Annuities, Disability Insurance, Investments, Retirement Planning, Financial Planning, Life Insurance, Mutual Funds, Term Life Insurance, Fixed Annuities, 401k, Employee Benefits, Strategic Planning, Financial Services, IRAs, Strategic Financial..., Portfolio Management, Long Term Care Insurance, Long-term Care, Asset Management, Retirement, Financial Analysis, Succession Planning, Securities, Financial Planners, Insurance, Finance, Mortgage Lending, Health Insurance, Wealth Accumulation, Wealth Management
Education
Baylor University 1982 — 1986
BBA, Accounting
Baylor University - Hankamer School of Business 1982 — 1986
Northwestern Mutual August 1999 - Present
Noran Instruments September 1994 - November 1998
SYSCO Foods February 1992 - September 1994
Baker Hughes January 1989 - December 1991
Price Waterhouse January 1987 - December 1988
Skills
Long Term Care, Estate Planning, Annuities, Disability Insurance, Investments, Retirement Planning, Financial Planning, Life Insurance, Mutual Funds, Term Life Insurance, Fixed Annuities, 401k, Employee Benefits, Strategic Planning, Financial Services, IRAs, Strategic Financial..., Portfolio Management, Long Term Care Insurance, Long-term Care, Asset Management, Retirement, Financial Analysis, Succession Planning, Securities, Financial Planners, Insurance, Finance, Mortgage Lending, Health Insurance, Wealth Accumulation, Wealth Management
Education
Baylor University 1982 — 1986
BBA, Accounting
Baylor University - Hankamer School of Business 1982 — 1986
Peter Lemay's Price Waterhouse Experience 1983 - 1985
Job
Industry Information Technology and Services
Experience
Practical Computer Applications March 2010 - Present
KEAconsulting LLC 2003 - Present
United Waste Management March 2010 - December 2012
AvidaMed Inc January 2006 - February 2010
Medcool 2004 - April 2009
Automated Business Development 1985 - 2003
Price Waterhouse 1983 - 1985
Exxon 1979 - 1983
Skills
SaaS, Process Improvement, Product Management, Management Consulting, Cloud Computing, Business Intelligence, Integration, Business Development, Software Project..., Software Development, Leadership, Professional Services, Account Management, Management, Start-ups, Consulting, Analytics, IT Strategy, Outsourcing, Agile Methodologies, Vendor Management, Cross-functional Team..., Business Analysis, ERP, Enterprise Software, CRM, Business Process..., Entrepreneurship, Program Management, Microsoft SQL Server, SDLC, Strategic Partnerships, Data Center, Strategy, Executive Management, Enterprise Architecture, E-commerce, Solution Selling
Education
Boston College 1975 — 1979
Business, Accounting & Computer Science
Practical Computer Applications March 2010 - Present
KEAconsulting LLC 2003 - Present
United Waste Management March 2010 - December 2012
AvidaMed Inc January 2006 - February 2010
Medcool 2004 - April 2009
Automated Business Development 1985 - 2003
Price Waterhouse 1983 - 1985
Exxon 1979 - 1983
Skills
SaaS, Process Improvement, Product Management, Management Consulting, Cloud Computing, Business Intelligence, Integration, Business Development, Software Project..., Software Development, Leadership, Professional Services, Account Management, Management, Start-ups, Consulting, Analytics, IT Strategy, Outsourcing, Agile Methodologies, Vendor Management, Cross-functional Team..., Business Analysis, ERP, Enterprise Software, CRM, Business Process..., Entrepreneurship, Program Management, Microsoft SQL Server, SDLC, Strategic Partnerships, Data Center, Strategy, Executive Management, Enterprise Architecture, E-commerce, Solution Selling
Education
Boston College 1975 — 1979
Business, Accounting & Computer Science
Sandy Walters Sandy Walters's Price Waterhouse Experience 1986 - 1998
Job Controller at Whiteman Osterman & Hanna LLP
Industry Law Practice
Experience
Whiteman Osterman & Hanna LLP April 2005 - Present
NAMI NYC and NAMI NYS 2003 - 2005
Bassini Playfair Wright LLC July 1998 - June 2003
Price Waterhouse 1986 - 1998
Skills
Accounting, Operations Management, Technology, Non-profit..., Tax, Human Resources, Public Speaking, Finance, Community Outreach, Microsoft Excel, Nonprofits, Microsoft Office, Budgets, Financial Analysis
Education
Baruch College 1998 — 2000
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
The College of William and Mary - The Mason School of Business 1973 — 1977
BBA, Business Administration and Management, General
Whiteman Osterman & Hanna LLP April 2005 - Present
NAMI NYC and NAMI NYS 2003 - 2005
Bassini Playfair Wright LLC July 1998 - June 2003
Price Waterhouse 1986 - 1998
Skills
Accounting, Operations Management, Technology, Non-profit..., Tax, Human Resources, Public Speaking, Finance, Community Outreach, Microsoft Excel, Nonprofits, Microsoft Office, Budgets, Financial Analysis
Education
Baruch College 1998 — 2000
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
The College of William and Mary - The Mason School of Business 1973 — 1977
BBA, Business Administration and Management, General
Bob Mucci's Price Waterhouse Experience 1978 - 1983
Job VP at Wolpert Insurance
Industry Insurance
Experience
Wolpert Insurance 2002 - Present
Wolpert Insurance 2002 - Present
Dwight Rudd & Co., Inc. 1995 - 2002
Roanoke Trade Services 1988 - 1995
Bain & Company September 1984 - May 1986
Melrose Spa 1983 - 1985
PwC 1978 - 1983
Price Waterhouse 1978 - 1983
Skills
Insurance, Risk Management, Compliance, Workers Compensation, Property & Casualty..., Claims, Risk, Employee Benefits, Risk Mitigation, Auto Liability, Garage, Inland Marine, Employment Practices..., Insurance Agents, Insurance Brokerage, Claim, Financial Risk, Enterprise Risk..., Legal Liability, Underwriting, Commercial Insurance, Casualty, Umbrella Insurance, Professional Liability, General Insurance, Health Insurance, Brokers, Disability Insurance, Liability Analysis, Accident, Life Insurance, Liability, Commercial Lines, Small Business, Reinsurance, Analysis, Long-term Care, Claims Management, Medicare, Casualty Insurance
Education
Boston College 1974 — 1978
Bachelor of Science (BS), Accounting
Wolpert Insurance 2002 - Present
Wolpert Insurance 2002 - Present
Dwight Rudd & Co., Inc. 1995 - 2002
Roanoke Trade Services 1988 - 1995
Bain & Company September 1984 - May 1986
Melrose Spa 1983 - 1985
PwC 1978 - 1983
Price Waterhouse 1978 - 1983
Skills
Insurance, Risk Management, Compliance, Workers Compensation, Property & Casualty..., Claims, Risk, Employee Benefits, Risk Mitigation, Auto Liability, Garage, Inland Marine, Employment Practices..., Insurance Agents, Insurance Brokerage, Claim, Financial Risk, Enterprise Risk..., Legal Liability, Underwriting, Commercial Insurance, Casualty, Umbrella Insurance, Professional Liability, General Insurance, Health Insurance, Brokers, Disability Insurance, Liability Analysis, Accident, Life Insurance, Liability, Commercial Lines, Small Business, Reinsurance, Analysis, Long-term Care, Claims Management, Medicare, Casualty Insurance
Education
Boston College 1974 — 1978
Bachelor of Science (BS), Accounting
David Keiran's Price Waterhouse Experience June 1986 - June 1989
Job Managing Partner and Chief Financial Officer
Industry Real Estate
Experience
Easton Real Estate Advisors March 2013 - Present
Marcus Partners July 2009 - February 2013
New Boston Fund May 2000 - July 2009
TA Associates Realty June 1989 - May 2000
Price Waterhouse June 1986 - June 1989
Skills
Finance, Accounting, Tax, Real Estate Economics, Asset Managment, Due Diligence, Private Equity, Investments, Real Estate, Investor Relations, Valuation, Portfolio Management, Real Estate Development, Financial Modeling, Financial Analysis, Asset Management, Commercial Real Estate, Investment Properties, Leases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
MBA, Finance with Honors
Northeastern University College of Business Administration 1979 — 1984
BS, Accounting with Honors
Easton Real Estate Advisors March 2013 - Present
Marcus Partners July 2009 - February 2013
New Boston Fund May 2000 - July 2009
TA Associates Realty June 1989 - May 2000
Price Waterhouse June 1986 - June 1989
Skills
Finance, Accounting, Tax, Real Estate Economics, Asset Managment, Due Diligence, Private Equity, Investments, Real Estate, Investor Relations, Valuation, Portfolio Management, Real Estate Development, Financial Modeling, Financial Analysis, Asset Management, Commercial Real Estate, Investment Properties, Leases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
MBA, Finance with Honors
Northeastern University College of Business Administration 1979 — 1984
BS, Accounting with Honors
Dbrav Dunkley Dbrav Dunkley's Price Waterhouse Experience 1992 - 1996
Job Managing VP Central Region at Pariveda Solutions
Industry Information Technology and Services
Experience
Brigham Young University January 2011 - Present
Pariveda Solutions March 2006 - Present
ThoughtFarm Soft Technologies Inc. September 2002 - January 2006
Accenture May 1996 - September 2002
Price Waterhouse 1992 - 1996
Skills
Operations Management, Strategy Development, Business Management, Mergers, Talent Management, Leadership, Financial Services, Management Consulting, Start-ups, Business Strategy, Change Management, Consulting, CRM, Program Management, Strategic Planning, Business Development, Business Analysis, Business Process, Business Process..., Project Management, Business Intelligence, Product Management, Process Improvement, IT Strategy, Sales Management, Strategy, Management, E-commerce, Enterprise Architecture, Cross-functional Team..., ERP, Solution Selling
Education
Baylor University 1990 — 1991
MBA, Information Systems
Brigham Young University 1986 — 1990
BA, International Business
Brigham Young University January 2011 - Present
Pariveda Solutions March 2006 - Present
ThoughtFarm Soft Technologies Inc. September 2002 - January 2006
Accenture May 1996 - September 2002
Price Waterhouse 1992 - 1996
Skills
Operations Management, Strategy Development, Business Management, Mergers, Talent Management, Leadership, Financial Services, Management Consulting, Start-ups, Business Strategy, Change Management, Consulting, CRM, Program Management, Strategic Planning, Business Development, Business Analysis, Business Process, Business Process..., Project Management, Business Intelligence, Product Management, Process Improvement, IT Strategy, Sales Management, Strategy, Management, E-commerce, Enterprise Architecture, Cross-functional Team..., ERP, Solution Selling
Education
Baylor University 1990 — 1991
MBA, Information Systems
Brigham Young University 1986 — 1990
BA, International Business
Jennifer Weiss Jennifer Weiss's Price Waterhouse Experience 1981 - 1985
Job Executive Search Recruiter at Accretive Solutions
Industry Accounting
Experience
Accretive Solutions March 2005 - Present
The Brinkmann Corporation 2004 - 2005
Brown & Keene Personnel Consultants 1999 - 2003
Verio, Inc. 1995 - 1998
Water Point Systems, Inc 1991 - 1994
Price Waterhouse 1981 - 1985
Skills
Direct Recruiting, Executive Search, Financial Recruiting, Business Development, Sourcing, Social Networking, Business Networking, Negotiation, Auditing, CFOs, Financial Accounting, Cost Accounting, Tax Accounting, Human Resources, Employee Relations, Management Consulting, Big 4, Recruiting, Sarbanes-Oxley Act, Payroll, Technical Recruiting, Hiring, Interviews, Start-ups, Internet Recruiting, Tax, Internal Controls, Management, Financial Reporting, Executive Management, Consulting
Education
Baylor University 1979 — 1980
MBA
Southern Methodist University 1975 — 1979
BBA
Casady School 1971 — 1975
High school
Accretive Solutions March 2005 - Present
The Brinkmann Corporation 2004 - 2005
Brown & Keene Personnel Consultants 1999 - 2003
Verio, Inc. 1995 - 1998
Water Point Systems, Inc 1991 - 1994
Price Waterhouse 1981 - 1985
Skills
Direct Recruiting, Executive Search, Financial Recruiting, Business Development, Sourcing, Social Networking, Business Networking, Negotiation, Auditing, CFOs, Financial Accounting, Cost Accounting, Tax Accounting, Human Resources, Employee Relations, Management Consulting, Big 4, Recruiting, Sarbanes-Oxley Act, Payroll, Technical Recruiting, Hiring, Interviews, Start-ups, Internet Recruiting, Tax, Internal Controls, Management, Financial Reporting, Executive Management, Consulting
Education
Baylor University 1979 — 1980
MBA
Southern Methodist University 1975 — 1979
BBA
Casady School 1971 — 1975
High school
Sally Adams Sally Adams's Price Waterhouse Experience 1984 - 1987
Job DECA Advisor/ Teacher
Industry Accounting
Experience
Eden Prairie High School 2000 - Present
Cobb, Ludington and Associates 1987 - 1990
Price Waterhouse 1984 - 1987
Skills
Teaching, Smartboard, Classroom Management, Organization, Tutoring, Tax Preparation, Lesson Planning, Mentoring, Building Relationships, Financial Accounting, Insurance, Time Management, Public Speaking, Microsoft Office, Nonprofits
Education
Bethel University 2013 — 2014
CAPS Program Graduate Studies, Business Teacher Education
University of Wisconsin-Madison 1983 — 1984
Master of Business Administration (MBA), Risk Management and Insurance
University of Wisconsin-Madison 1979 — 1983
Bachelor of Business Administration (BBA), Accounting, Risk Managment and Insurance
Eden Prairie High School 2000 - Present
Cobb, Ludington and Associates 1987 - 1990
Price Waterhouse 1984 - 1987
Skills
Teaching, Smartboard, Classroom Management, Organization, Tutoring, Tax Preparation, Lesson Planning, Mentoring, Building Relationships, Financial Accounting, Insurance, Time Management, Public Speaking, Microsoft Office, Nonprofits
Education
Bethel University 2013 — 2014
CAPS Program Graduate Studies, Business Teacher Education
University of Wisconsin-Madison 1983 — 1984
Master of Business Administration (MBA), Risk Management and Insurance
University of Wisconsin-Madison 1979 — 1983
Bachelor of Business Administration (BBA), Accounting, Risk Managment and Insurance
Cary Klivan, CPA Cary Klivan, CPA's Price Waterhouse Experience September 1987 - 1992
Job Chief Financial Officer at BBR Partners
Industry Financial Services
Experience
BBR Partners January 2009 - Present
Amber Partners June 2006 - December 2008
HSBC 2004 - 2006
Bank of Bermuda 1998 - 2006
Chase Manhattan Bank 1994 - 1998
Goldman Sachs 1992 - 1994
Price Waterhouse September 1987 - 1992
Skills
Hedge Funds, Fund Of Funds, CFOs, Fund Administration, CPA, Construction Management, Operating Agreements, Offshore Funds, Fund Accounting, Real Estate Transactions, Office Management, Human Resources, Operational Due..., Alternative Investments, Private Equity
Education
City University of New York-Baruch College 1984 — 1987
BBA with Distinction, Public Accountancy
BBR Partners January 2009 - Present
Amber Partners June 2006 - December 2008
HSBC 2004 - 2006
Bank of Bermuda 1998 - 2006
Chase Manhattan Bank 1994 - 1998
Goldman Sachs 1992 - 1994
Price Waterhouse September 1987 - 1992
Skills
Hedge Funds, Fund Of Funds, CFOs, Fund Administration, CPA, Construction Management, Operating Agreements, Offshore Funds, Fund Accounting, Real Estate Transactions, Office Management, Human Resources, Operational Due..., Alternative Investments, Private Equity
Education
City University of New York-Baruch College 1984 — 1987
BBA with Distinction, Public Accountancy
Maribeth Callanan Maribeth Callanan's Price Waterhouse Experience 1994 - 2004
Job Director of Tax at GSI Group
Industry Pharmaceuticals
Experience
GSI Group December 2011 - Present
GSI Group July 2011 - Present
PerkinElmer August 2008 - July 2011
Millipore Corporation October 2004 - August 2008
PricewaterhouseCoopers January 1994 - January 2004
PricewaterhouseCoopers 1994 - 2004
Price Waterhouse 1994 - 2004
Progress Software Corporation January 1991 - January 1994
Deloitte January 1989 - January 1991
Skills
Tax Accounting, International Tax, Tax, Financial Reporting, Mergers & Acquisitions, Transfer Pricing, Corporate Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MST, Taxation
Bentley College 1990 — 1994
Masters of Science, Taxation
Northeastern University 1987 — 1989
BS, Accounting
GSI Group December 2011 - Present
GSI Group July 2011 - Present
PerkinElmer August 2008 - July 2011
Millipore Corporation October 2004 - August 2008
PricewaterhouseCoopers January 1994 - January 2004
PricewaterhouseCoopers 1994 - 2004
Price Waterhouse 1994 - 2004
Progress Software Corporation January 1991 - January 1994
Deloitte January 1989 - January 1991
Skills
Tax Accounting, International Tax, Tax, Financial Reporting, Mergers & Acquisitions, Transfer Pricing, Corporate Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MST, Taxation
Bentley College 1990 — 1994
Masters of Science, Taxation
Northeastern University 1987 — 1989
BS, Accounting
Steven Sloane Steven Sloane's Price Waterhouse Experience 1968 - 1973
Job President at taxrecruiters.net
Industry Staffing and Recruiting
Experience
taxrecruiters.net December 2008 - Present
AccountantsExpress/Accountants Search 1988 - 2008
Price Waterhouse 1968 - 1973
Skills
Tax, Financial Reporting, Corporate Tax, Financial Analysis, Accounting, CPA, Auditing, Recruiting, Sarbanes-Oxley Act, International Tax, Payroll, Internal Controls, Tax Accounting, Financial Accounting, GAAP, General Ledger, Financial Services
Education
Binghamton University - School of Management 1962 — 1967
B.A.
Baruch College, City University of New York (CUNY)
MBA, Accounting
taxrecruiters.net December 2008 - Present
AccountantsExpress/Accountants Search 1988 - 2008
Price Waterhouse 1968 - 1973
Skills
Tax, Financial Reporting, Corporate Tax, Financial Analysis, Accounting, CPA, Auditing, Recruiting, Sarbanes-Oxley Act, International Tax, Payroll, Internal Controls, Tax Accounting, Financial Accounting, GAAP, General Ledger, Financial Services
Education
Binghamton University - School of Management 1962 — 1967
B.A.
Baruch College, City University of New York (CUNY)
MBA, Accounting
Victor Ephrem, C.P.A.'s Price Waterhouse Experience 1981 - 1986
Job Finance and Accounting Professional
Industry Health, Wellness and Fitness
Experience
Florida Blue 2004 - 2015
Florida Blue 2009 - 2014
Association of Legal Administrators 2008 - January 2012
Jacksonville Youth Soccer Club (JYSC) January 2005 - December 2007
Blue Cross and Blue Shield of Florida, Inc. 1999 - 2004
Blue Cross & Blue Shield of Florida, Inc. 1991 - 1999
Barnett Banks, Inc. 1988 - 1991
Price Waterhouse 1981 - 1986
Price Waterhouse 1981 - 1986
Skills
Mergers, Contract Negotiation, Managerial Finance, Project Management, Integration, Internal Controls, Internal Audit, Cost Accounting, Product Development, Forensic Accounting, Legal Administration, Auditing, Non-profits, Healthcare, Budgets, Mergers & Acquisitions, Nonprofits, Strategic Planning, Change Management, Team Building, Financial Analysis, Analysis, Vendor Management, Business Analysis, Program Management, Project Planning, Leadership, Process Improvement, Finance, Accounting, Six Sigma, SharePoint, Insurance, Executive Management, Risk Management, Business Process..., Access, Strategy, Training, Cross-functional Team..., Policy, Management Consulting, Business Planning, Forecasting, Data Analysis, Coaching
Education
Jacksonville University 1990 — 1991
MBA, Business Administration
Belmont Abbey College 1978 — 1981
BA, Accounting
United States Military Academy at West Point 1977 — 1978
N/A, Engineering
Bishop Kenny High School 1973 — 1977
College Prep, Math/Sciences
Assumption School 1964 — 1973
N/A, N/A
Florida Blue 2004 - 2015
Florida Blue 2009 - 2014
Association of Legal Administrators 2008 - January 2012
Jacksonville Youth Soccer Club (JYSC) January 2005 - December 2007
Blue Cross and Blue Shield of Florida, Inc. 1999 - 2004
Blue Cross & Blue Shield of Florida, Inc. 1991 - 1999
Barnett Banks, Inc. 1988 - 1991
Price Waterhouse 1981 - 1986
Price Waterhouse 1981 - 1986
Skills
Mergers, Contract Negotiation, Managerial Finance, Project Management, Integration, Internal Controls, Internal Audit, Cost Accounting, Product Development, Forensic Accounting, Legal Administration, Auditing, Non-profits, Healthcare, Budgets, Mergers & Acquisitions, Nonprofits, Strategic Planning, Change Management, Team Building, Financial Analysis, Analysis, Vendor Management, Business Analysis, Program Management, Project Planning, Leadership, Process Improvement, Finance, Accounting, Six Sigma, SharePoint, Insurance, Executive Management, Risk Management, Business Process..., Access, Strategy, Training, Cross-functional Team..., Policy, Management Consulting, Business Planning, Forecasting, Data Analysis, Coaching
Education
Jacksonville University 1990 — 1991
MBA, Business Administration
Belmont Abbey College 1978 — 1981
BA, Accounting
United States Military Academy at West Point 1977 — 1978
N/A, Engineering
Bishop Kenny High School 1973 — 1977
College Prep, Math/Sciences
Assumption School 1964 — 1973
N/A, N/A
David W Kim David W Kim's Price Waterhouse Experience 1996 - 1997
Job Sr. Director, Global Diversity Inclusion & CSR at Electronic Arts (EA)
Industry Computer Games
Experience
Electronic Arts (EA) May 2015 - Present
Dell December 2010 - February 2014
Dell February 2009 - March 2011
Dell January 2008 - February 2009
Dell 2005 - 2007
Dell 2002 - 2005
3Com 1999 - 2002
Cadence Design Systems 1998 - 1999
Price Waterhouse 1996 - 1997
UPS 1996 - 1996
Skills
Diversity, Human Resources, Temporary Placement, Leadership Development, Partnerships, HRIS, Technology Needs..., Personnel Management, Leadership, Program Management, Diversity & Inclusion, Talent Management, Organizational..., Executive Positions, Business, College Recruiting, Nonprofits, Talent Acquisition, Organizational..., Succession Planning, Recruiting, Applicant Tracking..., Technical Recruiting, Executive Coaching, Organizational Design, Career Development, Onboarding
Education
San Francisco State University 1995 — 1997
MS
Biola University 1990 — 1995
BA
Electronic Arts (EA) May 2015 - Present
Dell December 2010 - February 2014
Dell February 2009 - March 2011
Dell January 2008 - February 2009
Dell 2005 - 2007
Dell 2002 - 2005
3Com 1999 - 2002
Cadence Design Systems 1998 - 1999
Price Waterhouse 1996 - 1997
UPS 1996 - 1996
Skills
Diversity, Human Resources, Temporary Placement, Leadership Development, Partnerships, HRIS, Technology Needs..., Personnel Management, Leadership, Program Management, Diversity & Inclusion, Talent Management, Organizational..., Executive Positions, Business, College Recruiting, Nonprofits, Talent Acquisition, Organizational..., Succession Planning, Recruiting, Applicant Tracking..., Technical Recruiting, Executive Coaching, Organizational Design, Career Development, Onboarding
Education
San Francisco State University 1995 — 1997
MS
Biola University 1990 — 1995
BA
Josephine Ursini Josephine Ursini's Price Waterhouse Experience March 1987 - September 1989
Job at Law Offices of Josephine L. Ursini
Industry Law Practice
Experience
Law Office of Josephine L. Ursini September 1996 - Present
SatoTravel 1991 - 1996
Hogan & Hartson September 1989 - March 1991
Price Waterhouse March 1987 - September 1989
Law Offices of Josephine L. Ursini April 1985 - April 1987
Dickstein, Shapiro & Morin April 1983 - April 1985
Fried, Frank, Harris, Shriver & Kampelman September 1978 - April 1983
Skills
Government Contracting, Federal Government, Government Procurement, Litigation, Government, Legislation, Policy Analysis, Appeals, Corporate Law, Legal Writing, Trade Secrets, Public Policy, Legal Research, Civil Litigation, Policy
Education
New York University School of Law 1974 — 1977
JD, Law
Boston College 1970 — 1974
Bachelor of Science (B.S.), Accounting
St. Clare Academy 1966 — 1970
Law Office of Josephine L. Ursini September 1996 - Present
SatoTravel 1991 - 1996
Hogan & Hartson September 1989 - March 1991
Price Waterhouse March 1987 - September 1989
Law Offices of Josephine L. Ursini April 1985 - April 1987
Dickstein, Shapiro & Morin April 1983 - April 1985
Fried, Frank, Harris, Shriver & Kampelman September 1978 - April 1983
Skills
Government Contracting, Federal Government, Government Procurement, Litigation, Government, Legislation, Policy Analysis, Appeals, Corporate Law, Legal Writing, Trade Secrets, Public Policy, Legal Research, Civil Litigation, Policy
Education
New York University School of Law 1974 — 1977
JD, Law
Boston College 1970 — 1974
Bachelor of Science (B.S.), Accounting
St. Clare Academy 1966 — 1970
Robin Kramer Penberthy Robin Kramer Penberthy's Price Waterhouse Experience September 1985 - April 1990
Job Experienced accounting and turnaround professional
Industry Accounting
Experience
UB School of Management October 2008 - December 2012
Rand Capital Corporation 1995 - 1997
HSBC Mortgage Services April 1990 - April 1994
Price Waterhouse September 1985 - April 1990
Skills
CPA, Accounting, Auditing, Event Management, Social Media Marketing
Education
Binghamton University - School of Management 1981 — 1985
B.S.
UB School of Management October 2008 - December 2012
Rand Capital Corporation 1995 - 1997
HSBC Mortgage Services April 1990 - April 1994
Price Waterhouse September 1985 - April 1990
Skills
CPA, Accounting, Auditing, Event Management, Social Media Marketing
Education
Binghamton University - School of Management 1981 — 1985
B.S.
Maria Santoro's Price Waterhouse Experience 1994 - 1997
Job Digital Media and Emerging Technology
Industry Entertainment
Experience
Digital Media and Emerging Technologies 2015 - Present
Mattel May 2012 - 2015
HIT Entertainment April 2009 - May 2012
HIT Entertainment 2007 - 2009
HIT Entertainment 2006 - 2007
Scholastic Publishing 2002 - 2005
Golden Books/ Random House 1998 - 2002
Golden Books 1997 - 1998
Price Waterhouse 1994 - 1997
Skills
Digital Media, Competitive Analysis, Consumer Products, Marketing, Digital Strategy, Mobile Games, Mobile Applications, Mobile Marketing, Strategy, Mobile Devices, Brand Management, Management, Brand Development, Web Applications, Website Localization, Strategic Partnerships, Marketing Strategy, Entertainment, Digital Marketing, Marketing Management, Customer Insight, P&L Management, Market Planning, Product Development, Product Marketing, Interactive Media, Interactive Marketing, Marketing Research, Interactive..., Website Updating, Website Development, Licensing, Web Analytics, Mobile Device Management, Mobile Game Development, Web Development, New Business Development, New Media
Education
Boston University Questrom School of Business
BSBA, Business Management
Digital Media and Emerging Technologies 2015 - Present
Mattel May 2012 - 2015
HIT Entertainment April 2009 - May 2012
HIT Entertainment 2007 - 2009
HIT Entertainment 2006 - 2007
Scholastic Publishing 2002 - 2005
Golden Books/ Random House 1998 - 2002
Golden Books 1997 - 1998
Price Waterhouse 1994 - 1997
Skills
Digital Media, Competitive Analysis, Consumer Products, Marketing, Digital Strategy, Mobile Games, Mobile Applications, Mobile Marketing, Strategy, Mobile Devices, Brand Management, Management, Brand Development, Web Applications, Website Localization, Strategic Partnerships, Marketing Strategy, Entertainment, Digital Marketing, Marketing Management, Customer Insight, P&L Management, Market Planning, Product Development, Product Marketing, Interactive Media, Interactive Marketing, Marketing Research, Interactive..., Website Updating, Website Development, Licensing, Web Analytics, Mobile Device Management, Mobile Game Development, Web Development, New Business Development, New Media
Education
Boston University Questrom School of Business
BSBA, Business Management
Hal Terr Hal Terr's Price Waterhouse Experience 1992 - 1994
Job Estate and Trust Tax Partner at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown July 2011 - Present
WithumSmith+Brown December 2004 - July 2011
Wachovia 1999 - 2003
Deloitte 1994 - 1997
Price Waterhouse 1992 - 1994
Skills
Financial Planning, Wealth Management, High Net Worth..., Estate Tax Planning, Personal Finance, Strategic Financial..., Tax Preparation, Trusts, Financial Planners, Tax, CPA, Tax Accounting, Financial Advisory, Financial Accounting, Partnership Taxation, Tax Returns, SEC filings, Tax Advisory, Budgets, Income Tax, Business Valuation, US GAAP, GAAP, Tax Research, Corporate Tax, International Tax, Management, Estate Planning, Forensic Accounting, Tax Law, ProSystem fx Tax
Education
Binghamton University - School of Management 1987 — 1991
B.S., Accounting
WithumSmith+Brown July 2011 - Present
WithumSmith+Brown December 2004 - July 2011
Wachovia 1999 - 2003
Deloitte 1994 - 1997
Price Waterhouse 1992 - 1994
Skills
Financial Planning, Wealth Management, High Net Worth..., Estate Tax Planning, Personal Finance, Strategic Financial..., Tax Preparation, Trusts, Financial Planners, Tax, CPA, Tax Accounting, Financial Advisory, Financial Accounting, Partnership Taxation, Tax Returns, SEC filings, Tax Advisory, Budgets, Income Tax, Business Valuation, US GAAP, GAAP, Tax Research, Corporate Tax, International Tax, Management, Estate Planning, Forensic Accounting, Tax Law, ProSystem fx Tax
Education
Binghamton University - School of Management 1987 — 1991
B.S., Accounting
Gokhan Guley Gokhan Guley's Price Waterhouse Experience May 1996 - 1999
Job Business Transformation Leader
Industry Management Consulting
Experience
Pactera US July 2011 - Present
NouvEON July 2009 - July 2011
NouvEON July 2009 - July 2011
PMI Metrolina February 2010 - September 2010
Project Management Institute May 2009 - October 2009
The Hackett Group May 2008 - December 2008
IBM October 2002 - May 2008
PricewaterhouseCoopers 1999 - October 2002
Price Waterhouse May 1996 - 1999
AT&T Bell Labs October 1995 - January 1996
Skills
Risk Management, Dodd-Frank, Compliance Regulations, Project Management, Change Management, Strategic Planning, Strategic Thinking, IT Business Strategy, Smart Grid, Energy Industry, Power Utilities, Supply Chain Management, Materials Management, Inventory Management, CPIM, APICS, Innovation, Cross-functional Team..., Technology Management, Information Technology, Benchmarking, Best Practices, Six Sigma, PMP, Strategy, Consulting, Business Process, Management Consulting, Management, Integration, Business Process..., Process Improvement, Business Transformation, Program Management, Outsourcing, IT Strategy, Project Portfolio..., Business Strategy, Project Planning, Governance, Executive Management, Business Process Design, IT Service Management, Business Intelligence, Process Engineering, Business Process..., Business Analysis, Leadership, Enterprise Software, ERP
Education
The Ohio State University Fisher College of Business 1992 — 1994
MBA, Operations and Logistics Management, Finance
Boğaziçi University
BS, Electrical Engineering and Physics double major
Istanbul Ataturk Fen Lisesi
High School, Physics, Mathematics, Chemistry
Pactera US July 2011 - Present
NouvEON July 2009 - July 2011
NouvEON July 2009 - July 2011
PMI Metrolina February 2010 - September 2010
Project Management Institute May 2009 - October 2009
The Hackett Group May 2008 - December 2008
IBM October 2002 - May 2008
PricewaterhouseCoopers 1999 - October 2002
Price Waterhouse May 1996 - 1999
AT&T Bell Labs October 1995 - January 1996
Skills
Risk Management, Dodd-Frank, Compliance Regulations, Project Management, Change Management, Strategic Planning, Strategic Thinking, IT Business Strategy, Smart Grid, Energy Industry, Power Utilities, Supply Chain Management, Materials Management, Inventory Management, CPIM, APICS, Innovation, Cross-functional Team..., Technology Management, Information Technology, Benchmarking, Best Practices, Six Sigma, PMP, Strategy, Consulting, Business Process, Management Consulting, Management, Integration, Business Process..., Process Improvement, Business Transformation, Program Management, Outsourcing, IT Strategy, Project Portfolio..., Business Strategy, Project Planning, Governance, Executive Management, Business Process Design, IT Service Management, Business Intelligence, Process Engineering, Business Process..., Business Analysis, Leadership, Enterprise Software, ERP
Education
The Ohio State University Fisher College of Business 1992 — 1994
MBA, Operations and Logistics Management, Finance
Boğaziçi University
BS, Electrical Engineering and Physics double major
Istanbul Ataturk Fen Lisesi
High School, Physics, Mathematics, Chemistry
Kimiharu (Kim) Chatani Kimiharu (Kim) Chatani's Price Waterhouse Experience September 1989 - October 1992
Job Senior Executive
Industry Financial Services
Experience
KPMG Advisory November 2007 - Present
The Vissen Group September 2005 - November 2007
BearingPoint, Inc. (formerly KPMG Consulting) October 2001 - October 2003
AT Kearny, Inc September 2000 - September 2001
Arthur Andersen LLP October 1992 - September 2000
American Express Company January 1995 - October 1995
Price Waterhouse September 1989 - October 1992
Coopers & Lybrand 1980 - 1987
Skills
Manufacturing, Consumer Products, Retail, Shared Services, Business Process..., Internal Investigations, Forensic Accounting, Fraud Investigations, Fraud Prevention, Certified Fraud Examiner, Strategy, Restructuring, Fraud, IT Strategy, Business Process, Management Consulting, Due Diligence, Risk Management, Integration, Acquisition Integration, Business Valuation, Financial Analysis, CRM, Leadership, Process Improvement, Governance, Finance, Corporate Finance, Business Development, Management, Auditing, Business Transformation, Internal Audit, Accounting, Consulting, Financial Services, Financial Risk, Analytics, Professional Services, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley Act, Executive Management, SAP, Business Process..., Financial Modeling, IFRS, Internal Controls, Business Planning, IT Audit
Education
Boston University Questrom School of Business 1979 — 1980
MBA
Boston University Questrom School of Business 1979 — 1980
mba
University at Albany, SUNY 1976 — 1978
BS
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
KPMG Advisory November 2007 - Present
The Vissen Group September 2005 - November 2007
BearingPoint, Inc. (formerly KPMG Consulting) October 2001 - October 2003
AT Kearny, Inc September 2000 - September 2001
Arthur Andersen LLP October 1992 - September 2000
American Express Company January 1995 - October 1995
Price Waterhouse September 1989 - October 1992
Coopers & Lybrand 1980 - 1987
Skills
Manufacturing, Consumer Products, Retail, Shared Services, Business Process..., Internal Investigations, Forensic Accounting, Fraud Investigations, Fraud Prevention, Certified Fraud Examiner, Strategy, Restructuring, Fraud, IT Strategy, Business Process, Management Consulting, Due Diligence, Risk Management, Integration, Acquisition Integration, Business Valuation, Financial Analysis, CRM, Leadership, Process Improvement, Governance, Finance, Corporate Finance, Business Development, Management, Auditing, Business Transformation, Internal Audit, Accounting, Consulting, Financial Services, Financial Risk, Analytics, Professional Services, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley Act, Executive Management, SAP, Business Process..., Financial Modeling, IFRS, Internal Controls, Business Planning, IT Audit
Education
Boston University Questrom School of Business 1979 — 1980
MBA
Boston University Questrom School of Business 1979 — 1980
mba
University at Albany, SUNY 1976 — 1978
BS
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Boston University
Joseph Hajjar, CPA, CGMA Joseph Hajjar, CPA, CGMA's Price Waterhouse Experience 1973 - 1986
Job Chief Financial Officer, Weichert Companies
Industry Executive Office
Experience
Weichert, Realtors June 2014 - Present
Weichert Workforce Mobility 2008 - June 2014
KeySpan 2001 - 2007
KeySpan 2001 - 2004
Opportunity America LLC 1998 - 2001
Bovis Lend Lease 1988 - 1997
Price Waterhouse 1973 - 1986
Skills
Mergers & Acquisitions, Auditing, Leadership, Tax, Investments, Banking, Entrepreneurship, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Accounts Payable, Accounts Receivable, Acquisition Integration, Analysis, Audit Committee, Budgets, Business Analysis, Business Process..., Business Strategy, CPA, Cash Flow, Change Management, Consolidation, Construction, Contract Negotiation, Corporate Finance, Due Diligence, Economic Policy, Employee Benefits, Energy, Enterprise Risk..., Finance, Financial Modeling, Financial Systems, GAAP, General Ledger, Management, Managerial Finance, Management Consulting, Mergers, Mergers, Payroll, Portfolio Management, Real Estate, Restructuring, SEC, Sarbanes-Oxley, Shared Services
Education
Bloomfield College 1969 — 1973
BA, Accounting
Weichert, Realtors June 2014 - Present
Weichert Workforce Mobility 2008 - June 2014
KeySpan 2001 - 2007
KeySpan 2001 - 2004
Opportunity America LLC 1998 - 2001
Bovis Lend Lease 1988 - 1997
Price Waterhouse 1973 - 1986
Skills
Mergers & Acquisitions, Auditing, Leadership, Tax, Investments, Banking, Entrepreneurship, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Accounts Payable, Accounts Receivable, Acquisition Integration, Analysis, Audit Committee, Budgets, Business Analysis, Business Process..., Business Strategy, CPA, Cash Flow, Change Management, Consolidation, Construction, Contract Negotiation, Corporate Finance, Due Diligence, Economic Policy, Employee Benefits, Energy, Enterprise Risk..., Finance, Financial Modeling, Financial Systems, GAAP, General Ledger, Management, Managerial Finance, Management Consulting, Mergers, Mergers, Payroll, Portfolio Management, Real Estate, Restructuring, SEC, Sarbanes-Oxley, Shared Services
Education
Bloomfield College 1969 — 1973
BA, Accounting
Dick Crisman Dick Crisman's Price Waterhouse Experience December 1994 - June 1996
Job
Industry Information Technology and Services
Experience
SGI July 2012 - February 2014
SGI 2011 - June 2012
Analytical Graphics June 2009 - August 2011
SGI June 2006 - March 2009
SGI March 2003 - June 2006
GetSilicon December 2001 - March 2003
Aztec Software July 1999 - June 2000
Ascent Logic Corporation June 1996 - June 1999
Price Waterhouse December 1994 - June 1996
Digital Equipment Corporation December 1984 - December 1994
Education
Boise State University
MBA
SGI July 2012 - February 2014
SGI 2011 - June 2012
Analytical Graphics June 2009 - August 2011
SGI June 2006 - March 2009
SGI March 2003 - June 2006
GetSilicon December 2001 - March 2003
Aztec Software July 1999 - June 2000
Ascent Logic Corporation June 1996 - June 1999
Price Waterhouse December 1994 - June 1996
Digital Equipment Corporation December 1984 - December 1994
Education
Boise State University
MBA
Steve Carmichael Steve Carmichael's Price Waterhouse Experience 1993 - 1995
Job Business Owner
Industry Wireless
Experience
The Links Card December 2014 - Present
Carmichael Wireless, LLC August 2007 - Present
BellSouth January 2000 - March 2007
BellSouth International 1997 - 2000
BellSouth - American Cellular Communications 1995 - 1997
Price Waterhouse 1993 - 1995
Skills
Mergers, Strategic Planning, Corporate Development, Telecommunications, Strategic Partnerships, Mergers & Acquisitions, Strategy, Product Management, Licensing, Start-ups, Business Development, Management, Mobile Devices, CRM, Team Building, Entrepreneurship, Product Marketing, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Masters
Baylor University - Hankamer School of Business 1988 — 1992
Dyersburg High School
The Links Card December 2014 - Present
Carmichael Wireless, LLC August 2007 - Present
BellSouth January 2000 - March 2007
BellSouth International 1997 - 2000
BellSouth - American Cellular Communications 1995 - 1997
Price Waterhouse 1993 - 1995
Skills
Mergers, Strategic Planning, Corporate Development, Telecommunications, Strategic Partnerships, Mergers & Acquisitions, Strategy, Product Management, Licensing, Start-ups, Business Development, Management, Mobile Devices, CRM, Team Building, Entrepreneurship, Product Marketing, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Masters
Baylor University - Hankamer School of Business 1988 — 1992
Dyersburg High School
Bulent Erol Bulent Erol's Price Waterhouse Experience 1988 - 1989
Job Principal at LHD Insurance & Financial Services
Industry Financial Services
Experience
LHD Insurance & Financial Services 2014 - Present
Merrill Lynch 2012 - 2014
LHD Insurance & Financial Services 2004 - 2012
Life Insurance Agency 2001 - 2004
Northwestern Mutual 2000 - 2001
AXA April 1989 - January 1999
Price Waterhouse 1988 - 1989
Skills
Strategic Financial..., Investments, Wealth Accumulation, Retirement Planning, Asset Management, Financial Services, Life Insurance, 401k Rollovers, Long Term Care Insurance, IRAs, Health Insurance, Disability Insurance, Risk Management, Term Life Insurance, Business Strategy, Business Development, Sales Management, Universal Life, Management, Retirement, 401k, Employee Benefits, Account Management, Finance, Sales, Marketing, Business Planning, Leadership, Tax free retirement, Strategic Planning, Team Building, Fixed Annuities, New Business Development, Executive Management, Training, Insurance
Education
Boğaziçi University 1984 — 1988
Bachelor of Arts (B.A.), Business Adninistration
Avusturya Lisesi 1976 — 1984
High school
LHD Insurance & Financial Services 2014 - Present
Merrill Lynch 2012 - 2014
LHD Insurance & Financial Services 2004 - 2012
Life Insurance Agency 2001 - 2004
Northwestern Mutual 2000 - 2001
AXA April 1989 - January 1999
Price Waterhouse 1988 - 1989
Skills
Strategic Financial..., Investments, Wealth Accumulation, Retirement Planning, Asset Management, Financial Services, Life Insurance, 401k Rollovers, Long Term Care Insurance, IRAs, Health Insurance, Disability Insurance, Risk Management, Term Life Insurance, Business Strategy, Business Development, Sales Management, Universal Life, Management, Retirement, 401k, Employee Benefits, Account Management, Finance, Sales, Marketing, Business Planning, Leadership, Tax free retirement, Strategic Planning, Team Building, Fixed Annuities, New Business Development, Executive Management, Training, Insurance
Education
Boğaziçi University 1984 — 1988
Bachelor of Arts (B.A.), Business Adninistration
Avusturya Lisesi 1976 — 1984
High school
Jeffrey Goodfriend CPA Jeffrey Goodfriend CPA's Price Waterhouse Experience September 1982 - September 1984
Job Owner/CEO
Industry Accounting
Experience
Fullerton Business Service January 1997 - Present
South Coast Waterbeds Inc. October 1985 - June 1995
Charles Runyan CPA September 1984 - October 1985
Price Waterhouse September 1982 - September 1984
Skills
Individual Tax Returns, S Corporation Tax..., Tax Planning and Tax..., QuickBooks Professional..., Start-ups
Education
Biola University 1979 — 1982
Bachelor's Degree, Business Administration Accounting, A
California State University-Fullerton 1977 — 1979
Business Administration Finance, A
Biola University
Fullerton Business Service January 1997 - Present
South Coast Waterbeds Inc. October 1985 - June 1995
Charles Runyan CPA September 1984 - October 1985
Price Waterhouse September 1982 - September 1984
Skills
Individual Tax Returns, S Corporation Tax..., Tax Planning and Tax..., QuickBooks Professional..., Start-ups
Education
Biola University 1979 — 1982
Bachelor's Degree, Business Administration Accounting, A
California State University-Fullerton 1977 — 1979
Business Administration Finance, A
Biola University
Rana Kundu Rana Kundu's Price Waterhouse Experience 1991 - 1991
Job Manager, Big Data Initiative
Industry Information Technology and Services
Experience
Aquent 2003 - 2012
TELUS 2002 - 2002
Renaissance Worldwide 1997 - 2001
Wipro Systems 1991 - 1997
Price Waterhouse 1991 - 1991
Tata Consultancy Services 1986 - 1991
Skills
Delivery Management, Requirements Analysis, Program Management, Software Project..., Information Systems..., Vendor Management, IT Strategy, Outsourcing, Software Development, Strategy, Enterprise Architecture, Pre-sales, Business Intelligence, Big Data Architecture, SDLC, Solution Architecture, Project Governance, CRM, Management
Education
Indian Institute of Technology, Kharagpur 1984 — 1985
Master of Technology (MTech)
Bengal Engineering and Science University, Shibpur 1979 — 1983
Aquent 2003 - 2012
TELUS 2002 - 2002
Renaissance Worldwide 1997 - 2001
Wipro Systems 1991 - 1997
Price Waterhouse 1991 - 1991
Tata Consultancy Services 1986 - 1991
Skills
Delivery Management, Requirements Analysis, Program Management, Software Project..., Information Systems..., Vendor Management, IT Strategy, Outsourcing, Software Development, Strategy, Enterprise Architecture, Pre-sales, Business Intelligence, Big Data Architecture, SDLC, Solution Architecture, Project Governance, CRM, Management
Education
Indian Institute of Technology, Kharagpur 1984 — 1985
Master of Technology (MTech)
Bengal Engineering and Science University, Shibpur 1979 — 1983
Jim Patlyek Jim Patlyek's Price Waterhouse Experience January 1979 - December 1980
Job Managing Director at Patlyek Consulting, LLC
Industry Accounting
Experience
Patlyek Consulting May 2009 - Present
MorganFranklin Corp January 2006 - May 2009
American Express Tax & Business Services (RS McGladrey) January 2000 - January 2006
WebPromote/Yes Mail 1998 - 1999
National Material LP March 1994 - September 1997
Village of Bartlett 1991 - 1995
Safety Centers, Inc June 1992 - March 1994
Material Sciences Corporation July 1984 - July 1991
Siemens Healthcare January 1980 - July 1984
Price Waterhouse January 1979 - December 1980
Skills
SEC filings, Financial Services, Revenue Recognition, Auditing, GAAP, Financial Analysis, Accounting, Due Diligence, Financial Reporting, Internal Audit, Mergers, Sarbanes-Oxley Act, M&A experience, Mergers & Acquisitions, Management, Executive Management, Managerial Finance, Finance, Restructuring, Corporate Finance, Financial Modeling, US GAAP, Entrepreneurship, Strategy, Start-ups, Venture Capital, Risk Management, Management Consulting, Business Valuation, Divestitures, Internal Controls, Corporate Governance, Business Process..., Strategic Planning, Valuation, Analysis, Business Planning, Cash Management, Strategic Financial..., Leadership, Budgets, Acquisition Integration, IPO, Tax, Private Equity, Sarbanes-Oxley, Cash Flow, Consulting, Enterprise Risk..., Business Intelligence
Education
Northwestern University - Kellogg School of Management 1983 — 1986
MBA, Accounting and Finance & Management Policy
Boston University Questrom School of Business 1975 — 1979
BSBA, Accounting, Finance, Management Policy
Patlyek Consulting May 2009 - Present
MorganFranklin Corp January 2006 - May 2009
American Express Tax & Business Services (RS McGladrey) January 2000 - January 2006
WebPromote/Yes Mail 1998 - 1999
National Material LP March 1994 - September 1997
Village of Bartlett 1991 - 1995
Safety Centers, Inc June 1992 - March 1994
Material Sciences Corporation July 1984 - July 1991
Siemens Healthcare January 1980 - July 1984
Price Waterhouse January 1979 - December 1980
Skills
SEC filings, Financial Services, Revenue Recognition, Auditing, GAAP, Financial Analysis, Accounting, Due Diligence, Financial Reporting, Internal Audit, Mergers, Sarbanes-Oxley Act, M&A experience, Mergers & Acquisitions, Management, Executive Management, Managerial Finance, Finance, Restructuring, Corporate Finance, Financial Modeling, US GAAP, Entrepreneurship, Strategy, Start-ups, Venture Capital, Risk Management, Management Consulting, Business Valuation, Divestitures, Internal Controls, Corporate Governance, Business Process..., Strategic Planning, Valuation, Analysis, Business Planning, Cash Management, Strategic Financial..., Leadership, Budgets, Acquisition Integration, IPO, Tax, Private Equity, Sarbanes-Oxley, Cash Flow, Consulting, Enterprise Risk..., Business Intelligence
Education
Northwestern University - Kellogg School of Management 1983 — 1986
MBA, Accounting and Finance & Management Policy
Boston University Questrom School of Business 1975 — 1979
BSBA, Accounting, Finance, Management Policy
Scott Elequin's Price Waterhouse Experience 1994 - 1995
Job President at SmartDog Services
Industry Information Technology and Services
Experience
SmartDog Services August 2003 - Present
Oracle Corporation 1999 - August 2003
vtel 1998 - 2000
PrimeCo Personal Communications 1996 - 1997
Price Waterhouse 1994 - 1995
Skills
Strategic Planning, Competitive Analysis, Mergers, Partnerships, Oracle E-Business Suite, Finance, ERP, Sales, Business Analysis, Business Intelligence, Enterprise Software, Financials, Oracle, Oracle Applications, Budgets, Integration, Consulting, Mergers & Acquisitions, Vendor Management, Cloud Computing, SaaS, CRM, IT Strategy, Professional Services, Program Management, Requirements Analysis, Solution Selling, Solution Architecture, Enterprise Architecture, IT Management, Leadership, Data Modeling, Oracle HR, Business Process, SDLC, Selling, Software Project..., Project Management, PL/SQL, Pre-sales, Management, PMP, Data Warehousing, Software Implementation, Management Consulting, Business Process Design, Business Process..., Outsourcing, SOA, Disaster Recovery
Education
Baylor University 1987 — 1988
MBA
University of Texas - Austin 1980 — 1984
BBA
McCallum High
SmartDog Services August 2003 - Present
Oracle Corporation 1999 - August 2003
vtel 1998 - 2000
PrimeCo Personal Communications 1996 - 1997
Price Waterhouse 1994 - 1995
Skills
Strategic Planning, Competitive Analysis, Mergers, Partnerships, Oracle E-Business Suite, Finance, ERP, Sales, Business Analysis, Business Intelligence, Enterprise Software, Financials, Oracle, Oracle Applications, Budgets, Integration, Consulting, Mergers & Acquisitions, Vendor Management, Cloud Computing, SaaS, CRM, IT Strategy, Professional Services, Program Management, Requirements Analysis, Solution Selling, Solution Architecture, Enterprise Architecture, IT Management, Leadership, Data Modeling, Oracle HR, Business Process, SDLC, Selling, Software Project..., Project Management, PL/SQL, Pre-sales, Management, PMP, Data Warehousing, Software Implementation, Management Consulting, Business Process Design, Business Process..., Outsourcing, SOA, Disaster Recovery
Education
Baylor University 1987 — 1988
MBA
University of Texas - Austin 1980 — 1984
BBA
McCallum High
Phil Leary Phil Leary's Price Waterhouse Experience 1997 - 1998
Job Vice President at Pariveda Solutions
Industry Information Technology and Services
Experience
Pariveda Solutions November 2012 - Present
Perficient October 2010 - November 2012
Perficient January 2009 - October 2010
AcuityWW 2005 - 2009
Software AG November 2007 - April 2008
Software AG February 2007 - December 2007
AcuityWW November 2005 - February 2007
Crossvale July 2001 - October 2005
Deloitte Consulting April 1999 - June 2001
Price Waterhouse 1997 - 1998
Skills
Business Development, Process Improvement, Team Leadership, Strategic Planning, Account Management, Strategic Communications, Cross-functional Team..., SOA, Program Management, Solution Selling, Solution Architecture, SharePoint, ERP, Marketing, Enterprise Software, Integration, Business Analysis, Project Management, CRM, Professional Services, Software Development, Outsourcing, Vendor Management, Strategy, Product Management, Agile Methodologies, Consulting, IT Strategy, Management, IT Management
Education
The University of Texas at Austin 1987 — 1991
BA
Baylor University 1986 — 1987
Pariveda Solutions November 2012 - Present
Perficient October 2010 - November 2012
Perficient January 2009 - October 2010
AcuityWW 2005 - 2009
Software AG November 2007 - April 2008
Software AG February 2007 - December 2007
AcuityWW November 2005 - February 2007
Crossvale July 2001 - October 2005
Deloitte Consulting April 1999 - June 2001
Price Waterhouse 1997 - 1998
Skills
Business Development, Process Improvement, Team Leadership, Strategic Planning, Account Management, Strategic Communications, Cross-functional Team..., SOA, Program Management, Solution Selling, Solution Architecture, SharePoint, ERP, Marketing, Enterprise Software, Integration, Business Analysis, Project Management, CRM, Professional Services, Software Development, Outsourcing, Vendor Management, Strategy, Product Management, Agile Methodologies, Consulting, IT Strategy, Management, IT Management
Education
The University of Texas at Austin 1987 — 1991
BA
Baylor University 1986 — 1987
Anne Stoughton Anne Stoughton's Price Waterhouse Experience 1995 - 1996
Job Management Consultant
Industry Management Consulting
Experience
Beaird Group March 2011 - Present
Stoughton Consulting 2008 - April 2012
Price Waterhouse 1995 - 1996
Exhibitgroup/Giltspur 1993 - 1995
Houlihan Lokey 1992 - 1993
Arthur Andersen & Co. 1988 - 1990
Skills
Strategic Planning, Project Management, Project Planning, Change Management, Business Analysis, Qualitative Research, Organizational..., Microsoft Office, Program Management, Leadership, Strategy, Leadership Development, Training, Business Strategy, Analysis, Management Consulting, Consulting, Business Process..., Performance Management, Team Management, Integration, Human Resources, Data Analysis, Budgets, Process Improvement, Team Building
Education
Benedictine University 2007 — 2011
PhD, Organizational Development
University of Michigan 1990 — 1992
MBA, Finance & Marketing
University of Iowa 1984 — 1988
BBA, Accounting
Beaird Group March 2011 - Present
Stoughton Consulting 2008 - April 2012
Price Waterhouse 1995 - 1996
Exhibitgroup/Giltspur 1993 - 1995
Houlihan Lokey 1992 - 1993
Arthur Andersen & Co. 1988 - 1990
Skills
Strategic Planning, Project Management, Project Planning, Change Management, Business Analysis, Qualitative Research, Organizational..., Microsoft Office, Program Management, Leadership, Strategy, Leadership Development, Training, Business Strategy, Analysis, Management Consulting, Consulting, Business Process..., Performance Management, Team Management, Integration, Human Resources, Data Analysis, Budgets, Process Improvement, Team Building
Education
Benedictine University 2007 — 2011
PhD, Organizational Development
University of Michigan 1990 — 1992
MBA, Finance & Marketing
University of Iowa 1984 — 1988
BBA, Accounting
Lou Ferro Lou Ferro's Price Waterhouse Experience 1981 - 1984
Job SVP Audit Services at KBA Lease Services
Industry Real Estate
Experience
KBA Lease Services 1990 - Present
Bear Stearns 1984 - 1987
Price Waterhouse 1981 - 1984
Skills
Leases, Landlords, Commercial Real Estate, Corporate Real Estate, Tenant, Auditing, Financial Analysis, Lease Administration, Real Estate, Due Diligence
Education
Baruch College, City University of New York (CUNY) 1978 — 1981
BBA, Accountancy
KBA Lease Services 1990 - Present
Bear Stearns 1984 - 1987
Price Waterhouse 1981 - 1984
Skills
Leases, Landlords, Commercial Real Estate, Corporate Real Estate, Tenant, Auditing, Financial Analysis, Lease Administration, Real Estate, Due Diligence
Education
Baruch College, City University of New York (CUNY) 1978 — 1981
BBA, Accountancy
Dave Espe Dave Espe's Price Waterhouse Experience February 1989 - 1990
Job School Board Member at Eden Prairie School District
Industry Information Services
Experience
Eden Prairie School District January 2012 - Present
Independent Consultant January 2011 - Present
Ron Michaels Consulting March 2008 - December 2010
Scott County 2003 - 2008
United Healthcare February 2000 - June 2002
Innovex 1998 - 2000
Rapidforms 1992 - 1998
F W Dodge 1990 - 1992
Price Waterhouse February 1989 - 1990
DEC 1978 - 1989
Skills
Project Management, Contract Negotiation, Web Design, Strategic Planning, SDLC, Microsoft Office, Public Speaking, SharePoint, Customer Service, Coaching, Change Management, Team Building, Software Project..., IT Strategy, SQL, Leadership, Analysis, Integration, Training
Education
Bloomsburg University of Pennsylvania 1973 — 1977
Bachelor of Science, Math, Secondary Education
Eden Prairie School District January 2012 - Present
Independent Consultant January 2011 - Present
Ron Michaels Consulting March 2008 - December 2010
Scott County 2003 - 2008
United Healthcare February 2000 - June 2002
Innovex 1998 - 2000
Rapidforms 1992 - 1998
F W Dodge 1990 - 1992
Price Waterhouse February 1989 - 1990
DEC 1978 - 1989
Skills
Project Management, Contract Negotiation, Web Design, Strategic Planning, SDLC, Microsoft Office, Public Speaking, SharePoint, Customer Service, Coaching, Change Management, Team Building, Software Project..., IT Strategy, SQL, Leadership, Analysis, Integration, Training
Education
Bloomsburg University of Pennsylvania 1973 — 1977
Bachelor of Science, Math, Secondary Education
Gerald J. Robillard Gerald J. Robillard's Price Waterhouse Experience 1967 - 1969
Job Regional Vice President at Cutter Financial Group, LLC
Industry Financial Services
Experience
Cutter Financial Group, LLC 2014 - Present
Gerald J. Robillard & Co., Inc. 1982 - Present
Physician Management Systems 1979 - 1982
Childrens Hospital 1975 - 1978
Lahey Clinic Foundation 1970 - 1975
Price Waterhouse 1967 - 1969
Skills
CPA, Ed Slotts Elite Advisor...
Education
Bentley University
B.S., Accounting
College for Financial Planning
Suffolk University
MBA, Business Administration
Cutter Financial Group, LLC 2014 - Present
Gerald J. Robillard & Co., Inc. 1982 - Present
Physician Management Systems 1979 - 1982
Childrens Hospital 1975 - 1978
Lahey Clinic Foundation 1970 - 1975
Price Waterhouse 1967 - 1969
Skills
CPA, Ed Slotts Elite Advisor...
Education
Bentley University
B.S., Accounting
College for Financial Planning
Suffolk University
MBA, Business Administration
Leslie Petzing Leslie Petzing's Price Waterhouse Experience January 1980 - January 1984
Job Controller at Wellesley Hills and Village Churches and Consultant for ABH Inc. in Natick
Industry Nonprofit Organization Management
Experience
Wellesley Village Church October 2012 - Present
Assoc. for Behavioral Healthcare, Inc. & Assoc for Behavioral Healthcare Foundation April 2012 - Present
Wellesley Hills Congregational Church January 2010 - Present
Wellesley A Better Chance Program, Inc. January 2011 - June 2014
Wellesley Education Foundation June 2004 - June 2010
WHS Gridiron Club July 2002 - June 2010
Xerox January 1984 - January 1987
Price Waterhouse January 1980 - January 1984
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Variance Analysis, Nonprofits, Budgets
Education
Northeastern University 1979 — 1980
CPA Certified; Graduate School of Professional Accounting M.S, MS in Accounting
Bates College 1975 — 1979
MA, History and English
Wellesley Village Church October 2012 - Present
Assoc. for Behavioral Healthcare, Inc. & Assoc for Behavioral Healthcare Foundation April 2012 - Present
Wellesley Hills Congregational Church January 2010 - Present
Wellesley A Better Chance Program, Inc. January 2011 - June 2014
Wellesley Education Foundation June 2004 - June 2010
WHS Gridiron Club July 2002 - June 2010
Xerox January 1984 - January 1987
Price Waterhouse January 1980 - January 1984
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Variance Analysis, Nonprofits, Budgets
Education
Northeastern University 1979 — 1980
CPA Certified; Graduate School of Professional Accounting M.S, MS in Accounting
Bates College 1975 — 1979
MA, History and English
Nancy Caggia's Price Waterhouse Experience 1988 - 1990
Job Cary Town Council District D candidate, Realtor, Treasurer, Community & School Volunteer
Industry Real Estate
Experience
Berkshire Hathaway HomeServices YSU Realty October 2013 - Present
VPC Associates, Inc. March 1995 - Present
Viacom-Simon & Schuster 1990 - October 1993
Price Waterhouse 1988 - 1990
Computron Software 1986 - 1988
Ingersoll Rand 1982 - 1986
Education
Boston College
Bachelor of Science (BS), Accounting and Finance
Berkshire Hathaway HomeServices YSU Realty October 2013 - Present
VPC Associates, Inc. March 1995 - Present
Viacom-Simon & Schuster 1990 - October 1993
Price Waterhouse 1988 - 1990
Computron Software 1986 - 1988
Ingersoll Rand 1982 - 1986
Education
Boston College
Bachelor of Science (BS), Accounting and Finance
Jenni Moulton, CPA Jenni Moulton, CPA's Price Waterhouse Experience 1992 - 1994
Job Tax Manager at SunPower Corporation
Industry Computer Software
Experience
SunPower Corporation September 2013 - Present
Ironwood Real Estate May 2012 - September 2013
National Instruments August 2009 - May 2012
National Instruments 1994 - 1998
Price Waterhouse 1992 - 1994
Skills
Financial Reporting, QuickBooks, Financial Analysis, Financial Accounting, Cost Accounting, US GAAP
Education
The University of Texas at Austin 1990 — 1992
Masters of Professional Accounting, Taxation
Baylor University 1984 — 1986
BBA, Accounting
SunPower Corporation September 2013 - Present
Ironwood Real Estate May 2012 - September 2013
National Instruments August 2009 - May 2012
National Instruments 1994 - 1998
Price Waterhouse 1992 - 1994
Skills
Financial Reporting, QuickBooks, Financial Analysis, Financial Accounting, Cost Accounting, US GAAP
Education
The University of Texas at Austin 1990 — 1992
Masters of Professional Accounting, Taxation
Baylor University 1984 — 1986
BBA, Accounting
Tom Keene, CFA's Price Waterhouse Experience August 1981 - May 1990
Job Portfolio Owner, Retirement at Voya Financial
Industry Investment Management
Experience
Voya Financial February 2013 - Present
The Hartford July 2011 - July 2012
Fusion Advisory Partners, Inc. September 2009 - September 2010
Hartford Investment Management May 2004 - March 2009
CIGNA Retirement & Investment Services April 1999 - April 2004
CIGNA Investment Management April 1994 - April 1999
CIGNA Individual Insurance April 1993 - April 1994
CIGNA Investment Management May 1990 - April 1993
Price Waterhouse August 1981 - May 1990
Education
Bentley University 1977 — 1981
BS, Accountancy
Conard High School
Voya Financial February 2013 - Present
The Hartford July 2011 - July 2012
Fusion Advisory Partners, Inc. September 2009 - September 2010
Hartford Investment Management May 2004 - March 2009
CIGNA Retirement & Investment Services April 1999 - April 2004
CIGNA Investment Management April 1994 - April 1999
CIGNA Individual Insurance April 1993 - April 1994
CIGNA Investment Management May 1990 - April 1993
Price Waterhouse August 1981 - May 1990
Education
Bentley University 1977 — 1981
BS, Accountancy
Conard High School
Brad Savola's Price Waterhouse Experience January 1984 - January 1986
Job IT Consultant
Industry Retail
Experience
IT Consultant Freelance October 2014 - February 2015
AmeriPride Services September 2010 - September 2014
Blue Cross and Blue Shield of Minnesota August 2008 - September 2010
Regis Corporation August 2004 - August 2008
American Express April 2004 - August 2004
Motorbooks International July 2000 - August 2003
Fair Isaac Corporation April 1993 - July 2000
National Association of Insurance Commissioners January 1988 - April 1993
Boston Gas January 1986 - January 1988
Price Waterhouse January 1984 - January 1986
Skills
Data Warehousing, ERP, Software Development, Business Planning, Product Development, Requirements Analysis, Direct Marketing, Business Intelligence, ETL, SDLC, Application Development, Process Improvement, Data Integration, E-commerce, Data Management, Strategic Planning, Customer Relations, IT Governance, Enterprise Architecture, Vendor Management, Oracle E-Business Suite, Business Analysis, Governance, Business Objects, Visio, Management, Customer Service, Project Management, Data Modeling, Integration, Requirements Gathering, IT Strategy, Software Project..., Business Process
Education
Bemidji State University
Bachelor of Science
University of Iowa
Master of Business Administration (MBA), Management Information Systems
IT Consultant Freelance October 2014 - February 2015
AmeriPride Services September 2010 - September 2014
Blue Cross and Blue Shield of Minnesota August 2008 - September 2010
Regis Corporation August 2004 - August 2008
American Express April 2004 - August 2004
Motorbooks International July 2000 - August 2003
Fair Isaac Corporation April 1993 - July 2000
National Association of Insurance Commissioners January 1988 - April 1993
Boston Gas January 1986 - January 1988
Price Waterhouse January 1984 - January 1986
Skills
Data Warehousing, ERP, Software Development, Business Planning, Product Development, Requirements Analysis, Direct Marketing, Business Intelligence, ETL, SDLC, Application Development, Process Improvement, Data Integration, E-commerce, Data Management, Strategic Planning, Customer Relations, IT Governance, Enterprise Architecture, Vendor Management, Oracle E-Business Suite, Business Analysis, Governance, Business Objects, Visio, Management, Customer Service, Project Management, Data Modeling, Integration, Requirements Gathering, IT Strategy, Software Project..., Business Process
Education
Bemidji State University
Bachelor of Science
University of Iowa
Master of Business Administration (MBA), Management Information Systems
Elmer Lai Elmer Lai's Price Waterhouse Experience 1993 - 1997
Job Chief Financial Officer at Autotask Corporation
Industry Computer Software
Experience
Autotask Corporation January 2015 - Present
HubSpot December 2012 - January 2015
Sonus Networks August 2010 - November 2012
Airvana May 2001 - July 2010
NerveWire 2000 - 2001
Razorfish 1999 - 2000
i-Cube (acquired by Razorfish, above) 1997 - 1999
Price Waterhouse 1993 - 1997
Skills
Venture Capital, Finance, Revenue Recognition, IPO, GAAP, Private Equity, Forecasting, Mergers, Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Accounting, SaaS, Start-ups, Treasury Management, SEC reporting, Tax, Corporate FP&A, Order Management, India, Shared Services Center, International Business, Performance Management, Equity Accounting, Acquisitions, Integration, Purchase Price..., Consolidations, Enterprise Systems..., Oracle, SAP, Salesforce.com, NetSuite, Equity Edge, Consolidation, SEC Filings
Education
Boston University Questrom School of Business 1993 — 1994
MBA, Subconcentration in Accounting
Cornell University 1989 — 1993
BS, Electrical Engineering
Autotask Corporation January 2015 - Present
HubSpot December 2012 - January 2015
Sonus Networks August 2010 - November 2012
Airvana May 2001 - July 2010
NerveWire 2000 - 2001
Razorfish 1999 - 2000
i-Cube (acquired by Razorfish, above) 1997 - 1999
Price Waterhouse 1993 - 1997
Skills
Venture Capital, Finance, Revenue Recognition, IPO, GAAP, Private Equity, Forecasting, Mergers, Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Accounting, SaaS, Start-ups, Treasury Management, SEC reporting, Tax, Corporate FP&A, Order Management, India, Shared Services Center, International Business, Performance Management, Equity Accounting, Acquisitions, Integration, Purchase Price..., Consolidations, Enterprise Systems..., Oracle, SAP, Salesforce.com, NetSuite, Equity Edge, Consolidation, SEC Filings
Education
Boston University Questrom School of Business 1993 — 1994
MBA, Subconcentration in Accounting
Cornell University 1989 — 1993
BS, Electrical Engineering
Didier Lavion Didier Lavion's Price Waterhouse Experience September 1988 - August 1994
Job Principal Forensic Services at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP August 2010 - Present
Ernst & Young February 2002 - August 2010
Oven Digital June 2000 - October 2001
Ernst & Young February 1997 - June 2000
Montgomery Securities 1996 - 1997
Women's World Banking May 1995 - August 1995
Price Waterhouse September 1988 - August 1994
Skills
Forensic Accounting, FCPA, Litigation Support, Data Analysis, Customs Regulations, Predictive Modeling, Computer Forensics, Internal Investigations, Financial Services, Certified Fraud Examiner, Due Diligence, Corporate Governance, Fraud, Internal Controls, Enterprise Risk..., AML, Mergers, Anti-fraud, Risk Assessment, Auditing
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1984 — 1988
BA, Economics, Political Science
PricewaterhouseCoopers LLP August 2010 - Present
Ernst & Young February 2002 - August 2010
Oven Digital June 2000 - October 2001
Ernst & Young February 1997 - June 2000
Montgomery Securities 1996 - 1997
Women's World Banking May 1995 - August 1995
Price Waterhouse September 1988 - August 1994
Skills
Forensic Accounting, FCPA, Litigation Support, Data Analysis, Customs Regulations, Predictive Modeling, Computer Forensics, Internal Investigations, Financial Services, Certified Fraud Examiner, Due Diligence, Corporate Governance, Fraud, Internal Controls, Enterprise Risk..., AML, Mergers, Anti-fraud, Risk Assessment, Auditing
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1984 — 1988
BA, Economics, Political Science
Thomas P. Britt's Price Waterhouse Experience May 1985 - June 1987
Job Innovative Tax & Accounting Solutions for Small to Midsize Business
Industry Accounting
Experience
Britt & Company CPA LLC June 1990 - Present
Price Waterhouse May 1985 - June 1987
Coopers & Lybrand September 1983 - June 1985
Skills
Tax, Auditing, Consulting, Management, Corporate Tax, Financial Statements, SEC filings, Financial Reporting, Accounting, Management Consulting, Budgets, Financial Analysis, Strategic Financial..., Financial Services, Tax Preparation, Cash Flow, Nonprofits, CPA, Internal Controls, Mergers & Acquisitions, Income Tax, Corporate Law, Mutual Funds, Tax Research, Due Diligence, Project Planning, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
Master of Science in Taxation, Taxation
Bentley University 1989 — 1990
Certificate as a Tax Specialist, Taxation
Bentley University 1979 — 1983
Bachelor of Science, Economics and Finance
Bentley University 1979 — 1983
Bachelor of Science, Accounting
Britt & Company CPA LLC June 1990 - Present
Price Waterhouse May 1985 - June 1987
Coopers & Lybrand September 1983 - June 1985
Skills
Tax, Auditing, Consulting, Management, Corporate Tax, Financial Statements, SEC filings, Financial Reporting, Accounting, Management Consulting, Budgets, Financial Analysis, Strategic Financial..., Financial Services, Tax Preparation, Cash Flow, Nonprofits, CPA, Internal Controls, Mergers & Acquisitions, Income Tax, Corporate Law, Mutual Funds, Tax Research, Due Diligence, Project Planning, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
Master of Science in Taxation, Taxation
Bentley University 1989 — 1990
Certificate as a Tax Specialist, Taxation
Bentley University 1979 — 1983
Bachelor of Science, Economics and Finance
Bentley University 1979 — 1983
Bachelor of Science, Accounting
Robert Balchunas's Price Waterhouse Experience 1984 - 1987
Job Director at CohnReznick
Industry Accounting
Experience
CohnReznick April 2012 - Present
Metro Realty Group September 2008 - April 2012
Blum Shapiro & Company May 2005 - September 2008
Whittlesey & Hadley August 1994 - April 2005
Coopers & Lybrand June 1989 - August 1994
Century Development Corp. July 1987 - June 1989
Price Waterhouse 1984 - 1987
Skills
Auditing, Real Estate, Compliance, HUD, Affordable Housing, Partnership Taxation, LIHTC, Financial Reporting, Financial Modeling, Accounting, Renewable Energy Credits, CPA, US GAAP, GAAP, Mergers & Acquisitions, Finance, Financial Analysis, Internal Controls, Thought Leadership
Education
Bentley University 1976 — 1980
BS, Accounting
CohnReznick April 2012 - Present
Metro Realty Group September 2008 - April 2012
Blum Shapiro & Company May 2005 - September 2008
Whittlesey & Hadley August 1994 - April 2005
Coopers & Lybrand June 1989 - August 1994
Century Development Corp. July 1987 - June 1989
Price Waterhouse 1984 - 1987
Skills
Auditing, Real Estate, Compliance, HUD, Affordable Housing, Partnership Taxation, LIHTC, Financial Reporting, Financial Modeling, Accounting, Renewable Energy Credits, CPA, US GAAP, GAAP, Mergers & Acquisitions, Finance, Financial Analysis, Internal Controls, Thought Leadership
Education
Bentley University 1976 — 1980
BS, Accounting
Elise Okrend Elise Okrend's Price Waterhouse Experience October 1988 - March 1994
Job Project/Production Manager, Fine Artist
Industry Design
Experience
MixedBlessing Inc December 1996 - Present
Glyph Interface October 2012 - December 2012
Radius Communication December 1998 - May 1999
Howard, Merrell & Partners, Inc October 1996 - December 1996
Price Waterhouse October 1988 - March 1994
Muir Cornelius Moore April 1983 - October 1988
Skills
Adobe Creative Suite, Fine Art, Graphic Design, Logo Design, Greeting Cards, Project Coordination, Print Production Process, Marketing, Social Media Marketing, Artists, Illustrator, Marketing Communications, Customer Service, Event Planning, Photography, Brochures, Web Design, Email Marketing, Direct Mail, Creative Direction, Copywriting, Product Development, Publications, Digital Media, Proofreading, Brand Development, WordPress, Corporate Branding, Newsletters, Concept Development, Branding & Identity, Online Marketing, Blogging, SEO, Social Networking, Layout, Art
Education
Living Arts College @ School of Communication Arts 2010 — 2011
Certificate, Digital Arts Media
State University of New York at Binghamton 1978 — 1982
Bachelor of Arts, Studio Art; Graphic Design
New York University
Masters Degree, Graphic Arts Management and Technology
MixedBlessing Inc December 1996 - Present
Glyph Interface October 2012 - December 2012
Radius Communication December 1998 - May 1999
Howard, Merrell & Partners, Inc October 1996 - December 1996
Price Waterhouse October 1988 - March 1994
Muir Cornelius Moore April 1983 - October 1988
Skills
Adobe Creative Suite, Fine Art, Graphic Design, Logo Design, Greeting Cards, Project Coordination, Print Production Process, Marketing, Social Media Marketing, Artists, Illustrator, Marketing Communications, Customer Service, Event Planning, Photography, Brochures, Web Design, Email Marketing, Direct Mail, Creative Direction, Copywriting, Product Development, Publications, Digital Media, Proofreading, Brand Development, WordPress, Corporate Branding, Newsletters, Concept Development, Branding & Identity, Online Marketing, Blogging, SEO, Social Networking, Layout, Art
Education
Living Arts College @ School of Communication Arts 2010 — 2011
Certificate, Digital Arts Media
State University of New York at Binghamton 1978 — 1982
Bachelor of Arts, Studio Art; Graphic Design
New York University
Masters Degree, Graphic Arts Management and Technology
Christine Manfredi's Price Waterhouse Experience 1973 - 1977
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wellington Management 1988 - 2008
Shawmut Bank 1983 - 1988
Boston Financial Data Services 1981 - 1983
City of Warwick, RI 1977 - 1981
Price Waterhouse 1973 - 1977
Education
Bentley University 1970 — 1973
BS, Accounting
Wellington Management 1988 - 2008
Shawmut Bank 1983 - 1988
Boston Financial Data Services 1981 - 1983
City of Warwick, RI 1977 - 1981
Price Waterhouse 1973 - 1977
Education
Bentley University 1970 — 1973
BS, Accounting
Peter Sfoglia's Price Waterhouse Experience 1990 - 1996
Job CoFounder & Chief Operating Officer at insurun
Industry Information Technology and Services
Experience
insurun January 2013 - Present
Opensky 2013 - 2014
PwC August 2010 - January 2013
Wipro Technologies March 2009 - October 2010
Archer Technologies October 2006 - February 2009
McAfee July 2006 - September 2006
Accenture May 2003 - June 2006
Ernst & Young LLP November 1994 - April 2003
Price Waterhouse 1990 - 1996
Salomon Inc. 1987 - 1988
Skills
IT Security, Enterprise Risk..., Implementation ..., Information Security..., Information Security, Strategy, Internal Audit, Computer Security, Privacy Law, Risk Management, Security, ISO 27001, Network Security, CRM, Risk Assessment, Program Management, IT Audit, Leadership, PCI DSS, Business Continuity, Governance, CISSP, Vulnerability Assessment, Vulnerability Management, CISA, Penetration Testing, Security Audits, Identity Management, Application Security
Education
Baruch College 1985 — 1988
Master of Business Administration (M.B.A.)
Hofstra University 1983 — 1987
Bachelor's Degree
Patchogue HS
insurun January 2013 - Present
Opensky 2013 - 2014
PwC August 2010 - January 2013
Wipro Technologies March 2009 - October 2010
Archer Technologies October 2006 - February 2009
McAfee July 2006 - September 2006
Accenture May 2003 - June 2006
Ernst & Young LLP November 1994 - April 2003
Price Waterhouse 1990 - 1996
Salomon Inc. 1987 - 1988
Skills
IT Security, Enterprise Risk..., Implementation ..., Information Security..., Information Security, Strategy, Internal Audit, Computer Security, Privacy Law, Risk Management, Security, ISO 27001, Network Security, CRM, Risk Assessment, Program Management, IT Audit, Leadership, PCI DSS, Business Continuity, Governance, CISSP, Vulnerability Assessment, Vulnerability Management, CISA, Penetration Testing, Security Audits, Identity Management, Application Security
Education
Baruch College 1985 — 1988
Master of Business Administration (M.B.A.)
Hofstra University 1983 — 1987
Bachelor's Degree
Patchogue HS
Dan Souk's Price Waterhouse Experience 1990 - 1991
Job Software Entrepreneur
Industry Information Technology and Services
Experience
Blue Cross Blue Shield / University of Michigan Health System February 2010 - Present
Finna Technologies, Inc. March 1998 - Present
Centric Consulting September 2008 - December 2013
Blackbaud June 2007 - August 2008
Avanade, Inc. December 2003 - May 2007
Bandag, Inc 1995 - 1996
Price Waterhouse 1990 - 1991
Skills
Cardiology registry, Medical registry, Data warehouse design, Technical project..., Software development..., Data warehouse and..., Kimball approach to..., Software architecture, Business software..., Microsoft software..., Git, Situational leadership, Visual C#, Microsoft Sql Server, Oracle database, Microsoft Sql Server..., Microsoft SQL Server, Analysis, Microsoft Platform, Business, Business Intelligence, Project Management, SDLC, Software Development, Oracle, Architecture, SOA, Data Warehousing, .NET, Management, IT Strategy, Consulting, Software Project..., Enterprise Architecture, SharePoint, Architectures
Education
Baylor University 1989 — 1990
MBA, Finance
Baylor University 1986 — 1989
BA, Psychology
Blue Cross Blue Shield / University of Michigan Health System February 2010 - Present
Finna Technologies, Inc. March 1998 - Present
Centric Consulting September 2008 - December 2013
Blackbaud June 2007 - August 2008
Avanade, Inc. December 2003 - May 2007
Bandag, Inc 1995 - 1996
Price Waterhouse 1990 - 1991
Skills
Cardiology registry, Medical registry, Data warehouse design, Technical project..., Software development..., Data warehouse and..., Kimball approach to..., Software architecture, Business software..., Microsoft software..., Git, Situational leadership, Visual C#, Microsoft Sql Server, Oracle database, Microsoft Sql Server..., Microsoft SQL Server, Analysis, Microsoft Platform, Business, Business Intelligence, Project Management, SDLC, Software Development, Oracle, Architecture, SOA, Data Warehousing, .NET, Management, IT Strategy, Consulting, Software Project..., Enterprise Architecture, SharePoint, Architectures
Education
Baylor University 1989 — 1990
MBA, Finance
Baylor University 1986 — 1989
BA, Psychology
Kenneth Ferrara's Price Waterhouse Experience 1993 - 1997
Job Trusted Advisor, Knowledge Connector, Problem Definer
Industry Financial Services
Experience
Federal Home Loan Bank of Dallas 2010 - 2013
Federal Reserve Bank of New York 2008 - 2010
SunTrust 2003 - 2006
Canadian Imperial Bank of Commerce 1997 - 2001
Price Waterhouse 1993 - 1997
Bankers Trust New York Corp. 1991 - 1993
FGIC (GE Capital) 1990 - 1991
Manufacturers Hanover Trust Co. 1978 - 1990
Brown Brothers Harriman & Co. 1977 - 1978
Skills
Banking, Credit Risk, Enterprise Risk..., Risk Management, Capital Markets, Credit, Fixed Income, Financial Risk, Valuation, Leadership Development, Financial Modeling, Finance, Credit Analysis, Market Risk, Portfolio Management, Underwriting, Derivatives, Structured Finance, Operational Risk, Commercial Banking, Financial Services, Loans
Education
New York University - Leonard N. Stern School of Business
Advanced Professional Certificate, Finance
Boston University
Certificate in Financial Planning, Financial Planning and Services
Stanford University Graduate School of Business
Financial Management Program
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), English Literature
Federal Home Loan Bank of Dallas 2010 - 2013
Federal Reserve Bank of New York 2008 - 2010
SunTrust 2003 - 2006
Canadian Imperial Bank of Commerce 1997 - 2001
Price Waterhouse 1993 - 1997
Bankers Trust New York Corp. 1991 - 1993
FGIC (GE Capital) 1990 - 1991
Manufacturers Hanover Trust Co. 1978 - 1990
Brown Brothers Harriman & Co. 1977 - 1978
Skills
Banking, Credit Risk, Enterprise Risk..., Risk Management, Capital Markets, Credit, Fixed Income, Financial Risk, Valuation, Leadership Development, Financial Modeling, Finance, Credit Analysis, Market Risk, Portfolio Management, Underwriting, Derivatives, Structured Finance, Operational Risk, Commercial Banking, Financial Services, Loans
Education
New York University - Leonard N. Stern School of Business
Advanced Professional Certificate, Finance
Boston University
Certificate in Financial Planning, Financial Planning and Services
Stanford University Graduate School of Business
Financial Management Program
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), English Literature
Terry Haycraft's Price Waterhouse Experience November 1988 - December 1991
Job Business Development Professional
Industry Information Services
Experience
Ajilon Finance Solutions October 2005 - April 2007
ePresence May 1999 - June 2001
PriceWaterhouseCoopers January 1992 - April 1997
Price Waterhouse November 1988 - December 1991
Skills
Business Process..., Management Consulting, CRM, Recruiting, Change Management, Business Analysis, Management, Business Development, Mergers & Acquisitions, Consulting, Talent Acquisition, Finance, Mergers, Sourcing, Program Management, Applicant Tracking..., Executive Management, Strategy, Sales Operations, Executive Search, New Business Development, Team Building, Sales, Business Strategy, Interviews, Professional Services, Technical Recruiting, SDLC, Strategic Planning, Project Management
Education
Saint Mary's College of California 1994 — 1996
M.B.A, Management
University of California, Berkeley 1997 — 1997
Post Graduate Studies: Marketing
Boise State University 1982 — 1986
B.S., Information & Computer Sciences
Ajilon Finance Solutions October 2005 - April 2007
ePresence May 1999 - June 2001
PriceWaterhouseCoopers January 1992 - April 1997
Price Waterhouse November 1988 - December 1991
Skills
Business Process..., Management Consulting, CRM, Recruiting, Change Management, Business Analysis, Management, Business Development, Mergers & Acquisitions, Consulting, Talent Acquisition, Finance, Mergers, Sourcing, Program Management, Applicant Tracking..., Executive Management, Strategy, Sales Operations, Executive Search, New Business Development, Team Building, Sales, Business Strategy, Interviews, Professional Services, Technical Recruiting, SDLC, Strategic Planning, Project Management
Education
Saint Mary's College of California 1994 — 1996
M.B.A, Management
University of California, Berkeley 1997 — 1997
Post Graduate Studies: Marketing
Boise State University 1982 — 1986
B.S., Information & Computer Sciences
Alan Koffler's Price Waterhouse Experience 1995 - 1998
Job
Industry Investment Banking
Experience
RBC Capital Markets April 2010 - Present
Credit Suisse 2009 - April 2010
Credit Suisse October 2007 - February 2009
Credit Suisse January 2003 - October 2007
Credit Suisse 2001 - 2003
Société Générale 1997 - 2001
Price Waterhouse 1995 - 1998
Capgemini 1993 - 1995
Ernst & Young 1991 - 1993
Skills
Program Management, Project Management, Financial Services, Management, Business Process..., Risk Management, Project Portfolio..., PMO, Outsourcing, Consulting, Vendor Management, Innovation Management, Investment Banking, Equities, Trading, Trading Systems, IT Strategy, Leadership, Capital Markets, Business Process, Business Process..., Information Technology, Strategic Planning, Cross-functional Team..., Analysis, Derivatives, Banking, Executive Management, Financial Risk, Equity Derivatives, Finance, Fixed Income, Market Data, Electronic Trading, Credit Derivatives, Prime Brokerage, Middle Office, Hedge Funds, Financial Markets, Portfolio Management, FX Options, Options
Education
State University of New York at Albany
Master of Business Administration (MBA), Management Information Systems, General
State University of New York at Binghamton
Bachelor of Arts (B.A.), Economics
RBC Capital Markets April 2010 - Present
Credit Suisse 2009 - April 2010
Credit Suisse October 2007 - February 2009
Credit Suisse January 2003 - October 2007
Credit Suisse 2001 - 2003
Société Générale 1997 - 2001
Price Waterhouse 1995 - 1998
Capgemini 1993 - 1995
Ernst & Young 1991 - 1993
Skills
Program Management, Project Management, Financial Services, Management, Business Process..., Risk Management, Project Portfolio..., PMO, Outsourcing, Consulting, Vendor Management, Innovation Management, Investment Banking, Equities, Trading, Trading Systems, IT Strategy, Leadership, Capital Markets, Business Process, Business Process..., Information Technology, Strategic Planning, Cross-functional Team..., Analysis, Derivatives, Banking, Executive Management, Financial Risk, Equity Derivatives, Finance, Fixed Income, Market Data, Electronic Trading, Credit Derivatives, Prime Brokerage, Middle Office, Hedge Funds, Financial Markets, Portfolio Management, FX Options, Options
Education
State University of New York at Albany
Master of Business Administration (MBA), Management Information Systems, General
State University of New York at Binghamton
Bachelor of Arts (B.A.), Economics
Michael Sullivan's Price Waterhouse Experience August 1990 - April 1993
Job
Industry Hospitality
Experience
The Impulsive Group January 2014 - Present
Suncroft Advisors January 2015 - Present
MJS Hotel Capital Advisors, LLC April 2005 - Present
The Cosmopolitan of Las Vegas May 2013 - December 2013
Gemini Real Estate Advisors August 2008 - October 2011
Sunstone Hotel Investors December 2002 - April 2005
Colony Capital October 1996 - December 2002
ITT Sheraton April 1993 - October 1996
Price Waterhouse August 1990 - April 1993
Skills
Hotel Asset Management, Hotel Management, Hotels, Acquisitions, Real Estate Investment, Real Estate, Due Diligence, Real Estate Private..., Brand Management, Commercial Real Estate, Boutique Hotels, Hospitality, Hospitality Consulting, Hospitality Finance, Hospitality Industry, Real Estate Transactions, Finance, Underwriting, Joint Ventures, Brand Developement, Opening Hotels, Investor Relations, Board of Director..., Asset Managment, Real Estate Financing, Hospitality Management, Repositioning, Business Development, Private Equity, International Business..., International Business..., Global Experience, International Real..., Asset Management, Board of Directors, Investment Properties, Resorts, Budgets, Property Management, Brand Development, Financial Structuring, Portfolio Management, Real Estate Development, Investments, Negotiation, Management, Location Intelligence, Strategic Planning, Valuation, Luxury
Education
Boston College - Carroll School of Management 1986 — 1990
B.S., Accounting
Cornell University 1997 — 1998
Professional Development Program
The Impulsive Group January 2014 - Present
Suncroft Advisors January 2015 - Present
MJS Hotel Capital Advisors, LLC April 2005 - Present
The Cosmopolitan of Las Vegas May 2013 - December 2013
Gemini Real Estate Advisors August 2008 - October 2011
Sunstone Hotel Investors December 2002 - April 2005
Colony Capital October 1996 - December 2002
ITT Sheraton April 1993 - October 1996
Price Waterhouse August 1990 - April 1993
Skills
Hotel Asset Management, Hotel Management, Hotels, Acquisitions, Real Estate Investment, Real Estate, Due Diligence, Real Estate Private..., Brand Management, Commercial Real Estate, Boutique Hotels, Hospitality, Hospitality Consulting, Hospitality Finance, Hospitality Industry, Real Estate Transactions, Finance, Underwriting, Joint Ventures, Brand Developement, Opening Hotels, Investor Relations, Board of Director..., Asset Managment, Real Estate Financing, Hospitality Management, Repositioning, Business Development, Private Equity, International Business..., International Business..., Global Experience, International Real..., Asset Management, Board of Directors, Investment Properties, Resorts, Budgets, Property Management, Brand Development, Financial Structuring, Portfolio Management, Real Estate Development, Investments, Negotiation, Management, Location Intelligence, Strategic Planning, Valuation, Luxury
Education
Boston College - Carroll School of Management 1986 — 1990
B.S., Accounting
Cornell University 1997 — 1998
Professional Development Program
Fawn Lipton, MBA, PMP, SSGB's Price Waterhouse Experience February 1996 - July 1998
Job Vice President/Program Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2012 - Present
PMI NYC Chapter 2007 - Present
Jefferies & Company 2009 - 2012
Credit Suisse 2007 - 2009
Anchor Loans 2006 - 2007
Deutsche Bank/Bankers Trust 1998 - 2006
Price Waterhouse February 1996 - July 1998
Moody's Investors Services 1992 - 1996
Skills
PMP, Process Improvement, Re-engineering, Investment Banking, PMO, Business Process..., Process Engineering, SDLC, Six Sigma, Project Portfolio..., Operational Excellence, Change Management, Business Process Design, Requirements Gathering, Program Management, Business Process, Capital Markets, Project Planning, Visio, Global Markets, Fixed Income, FX, Dodd-Frank, EMIR, Regulatory Reform, Equities, Project Management, IT Strategy, Vendor Management, Integration, Management, SharePoint, Leadership, Business Intelligence, Project Delivery, Business Analysis, CRM, Analysis, Outsourcing, Agile Methodologies, Enterprise Software, Software Documentation, Governance, Financial Services, Risk Management, Software Project..., Resource Management, Agile Project Management, Strategy, Consulting
Education
Baruch College, City University of New York (CUNY)
MBA, Management Information Systems
Bronx Science
HS, Math & Science
University of California, Berkeley
BA, English Literature
BNY Mellon 2012 - Present
PMI NYC Chapter 2007 - Present
Jefferies & Company 2009 - 2012
Credit Suisse 2007 - 2009
Anchor Loans 2006 - 2007
Deutsche Bank/Bankers Trust 1998 - 2006
Price Waterhouse February 1996 - July 1998
Moody's Investors Services 1992 - 1996
Skills
PMP, Process Improvement, Re-engineering, Investment Banking, PMO, Business Process..., Process Engineering, SDLC, Six Sigma, Project Portfolio..., Operational Excellence, Change Management, Business Process Design, Requirements Gathering, Program Management, Business Process, Capital Markets, Project Planning, Visio, Global Markets, Fixed Income, FX, Dodd-Frank, EMIR, Regulatory Reform, Equities, Project Management, IT Strategy, Vendor Management, Integration, Management, SharePoint, Leadership, Business Intelligence, Project Delivery, Business Analysis, CRM, Analysis, Outsourcing, Agile Methodologies, Enterprise Software, Software Documentation, Governance, Financial Services, Risk Management, Software Project..., Resource Management, Agile Project Management, Strategy, Consulting
Education
Baruch College, City University of New York (CUNY)
MBA, Management Information Systems
Bronx Science
HS, Math & Science
University of California, Berkeley
BA, English Literature
David Conway, CISA, CRISC, MBA's Price Waterhouse Experience 1989 - 1998
Job
Industry Banking
Experience
NC Association of ABC Boards July 2014 - Present
Wells Fargo December 2013 - Present
Mecklenburg County ABC Board April 2010 - Present
Wachovia Bank/Wells Fargo October 2010 - December 2013
Wachovia, A Wells Fargo Company June 2003 - October 2010
Wachovia Bank June 2003 - July 2009
Federal Reserve Bank of Boston 2001 - 2003
Price Waterhouse 1989 - 1998
Price Waterhouse 1989 - 1998
Skills
IT Audit, Information Security, Enterprise Risk..., Business Continuity, Internal Controls, Risk Management, Auditing, Operational Risk..., CISA, Sarbanes-Oxley Act, Leadership, Financial Risk, Information Security..., Operational Risk, Governance, Sarbanes-Oxley
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
University of Massachusetts Lowell 1983 — 1988
BS, Management Information Systems
NC Association of ABC Boards July 2014 - Present
Wells Fargo December 2013 - Present
Mecklenburg County ABC Board April 2010 - Present
Wachovia Bank/Wells Fargo October 2010 - December 2013
Wachovia, A Wells Fargo Company June 2003 - October 2010
Wachovia Bank June 2003 - July 2009
Federal Reserve Bank of Boston 2001 - 2003
Price Waterhouse 1989 - 1998
Price Waterhouse 1989 - 1998
Skills
IT Audit, Information Security, Enterprise Risk..., Business Continuity, Internal Controls, Risk Management, Auditing, Operational Risk..., CISA, Sarbanes-Oxley Act, Leadership, Financial Risk, Information Security..., Operational Risk, Governance, Sarbanes-Oxley
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
University of Massachusetts Lowell 1983 — 1988
BS, Management Information Systems
Cathi Ambrose's Price Waterhouse Experience 1992 - 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
Paloma Partners June 1995 - June 2005
Price Waterhouse 1992 - 1995
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Swaps, Options, Portfolio Management, Asset Management, Securities, Middle Office, Prime Brokerage, Trading, Bloomberg
Education
Binghamton University - School of Management 1990 — 1992
Paloma Partners June 1995 - June 2005
Price Waterhouse 1992 - 1995
Skills
Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Swaps, Options, Portfolio Management, Asset Management, Securities, Middle Office, Prime Brokerage, Trading, Bloomberg
Education
Binghamton University - School of Management 1990 — 1992
Chris Collymore, CPA,CISA's Price Waterhouse Experience 1995 - 1997
Job Senior Info Tech Auditor at Canon USA
Industry Accounting
Experience
Canon USA August 2008 - Present
Canon USA April 2006 - July 2008
Canon USA October 1999 - March 2006
Canon USA June 1997 - September 1999
Price Waterhouse 1995 - 1997
Skills
Sarbanes-Oxley Act, IT Audit, Internal Controls, CPA, CISA, Internal Audit, Auditing, Process Improvement
Education
Boston University 2007 — 2011
MS, Information Systems - Security
Baruch College, City University of New York (CUNY) 1991 — 1995
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
Canon USA August 2008 - Present
Canon USA April 2006 - July 2008
Canon USA October 1999 - March 2006
Canon USA June 1997 - September 1999
Price Waterhouse 1995 - 1997
Skills
Sarbanes-Oxley Act, IT Audit, Internal Controls, CPA, CISA, Internal Audit, Auditing, Process Improvement
Education
Boston University 2007 — 2011
MS, Information Systems - Security
Baruch College, City University of New York (CUNY) 1991 — 1995
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
John Bellantonio's Price Waterhouse Experience 1990 - 2000
Job Global Account Director at SAP America
Industry Computer Software
Experience
SAP America January 2012 - Present
SAP America August 2005 - January 2012
IBM Business Consulting Services October 2002 - August 2005
PricewaterhouseCoopers January 2000 - October 2002
Price Waterhouse 1990 - 2000
Education
Boston College
Boston University Questrom School of Business
MBA, Health Care Administration
Cathedral High School, Springfield MA
SAP America January 2012 - Present
SAP America August 2005 - January 2012
IBM Business Consulting Services October 2002 - August 2005
PricewaterhouseCoopers January 2000 - October 2002
Price Waterhouse 1990 - 2000
Education
Boston College
Boston University Questrom School of Business
MBA, Health Care Administration
Cathedral High School, Springfield MA
Steve Richard's Price Waterhouse Experience 1985 - 1992
Job Business Creator and Transformation Professional
Industry Financial Services
Experience
Beacon Consulting Group January 2015 - Present
Gravitas 2006 - 2014
Spectrum Global Fund Adminstation 2003 - 2005
Investors Bank and Trust Company 1995 - 2001
J.P. MORGAN (FORMERLY MUTUAL FUNDS SERVICE COMPANY) 1992 - 1994
Price Waterhouse 1985 - 1992
Skills
Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Start-ups, Management, Private Equity, Analysis, Fund Of Funds, Outsourcing, Fund Accounting, Fixed Income, Portfolio Management, Derivatives, Equities, Asset Management
Education
Bentley University
BS, Accountancy
Harvard Business School – Executive Education
Executive Leadership
Beacon Consulting Group January 2015 - Present
Gravitas 2006 - 2014
Spectrum Global Fund Adminstation 2003 - 2005
Investors Bank and Trust Company 1995 - 2001
J.P. MORGAN (FORMERLY MUTUAL FUNDS SERVICE COMPANY) 1992 - 1994
Price Waterhouse 1985 - 1992
Skills
Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Start-ups, Management, Private Equity, Analysis, Fund Of Funds, Outsourcing, Fund Accounting, Fixed Income, Portfolio Management, Derivatives, Equities, Asset Management
Education
Bentley University
BS, Accountancy
Harvard Business School – Executive Education
Executive Leadership
Matt McClish's Price Waterhouse Experience August 1991 - August 1997
Job Partner at PwC Southeast US Deals Leader
Industry Accounting
Experience
PricewaterhouseCoopers June 1999 - Present
Price Waterhouse August 1991 - August 1997
Skills
Mergers, Strategy Development, Financial Analysis, Divestitures, Due Diligence, Transaction Services, Private Equity, Mergers & Acquisitions, Forecasting, Finance, Restructuring, Auditing, Financial Modeling, Strategy, Business Planning
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance, Strategy
Bob Jones University 1987 — 1991
Bachelors, Accounting
PricewaterhouseCoopers June 1999 - Present
Price Waterhouse August 1991 - August 1997
Skills
Mergers, Strategy Development, Financial Analysis, Divestitures, Due Diligence, Transaction Services, Private Equity, Mergers & Acquisitions, Forecasting, Finance, Restructuring, Auditing, Financial Modeling, Strategy, Business Planning
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance, Strategy
Bob Jones University 1987 — 1991
Bachelors, Accounting
Stacy Repult, CPA's Price Waterhouse Experience 1989 - 1993
Job Managing Director, SLR Consulting Group
Industry Financial Services
Experience
SLR Consulting Group August 2009 - Present
MidAmerica Financial Services, Inc. January 2011 - September 2015
Sammons Corporation June 2005 - July 2009
FedEx Kinko's May 2000 - May 2005
Cinemark May 1996 - May 2000
ICL Fujitsu 1994 - 1996
Price Waterhouse 1989 - 1993
Skills
Mergers, Business Planning, Due Diligence, Corporate Finance, Valuation, Financial Reporting, Strategic Planning, Forecasting, Financial Analysis, Business Strategy, Financial Modeling, Financial Planning, Team Building, Budgeting, Strategy Development, Process Improvement, Private Equity, Divestitures, Integration, Joint Ventures, Accounting, Corporate Development, Financial Management, Strategic Financial..., Strategy, Managerial Finance, Mergers & Acquisitions, Executive Management, Finance, Start-ups, Sarbanes-Oxley Act, Budgets, Management, Investments, Portfolio Management
Education
University of Exeter 1993 — 1994
MBA, International Business
Baylor University 1985 — 1989
BBA, Double Major: Accounting and Finance
SLR Consulting Group August 2009 - Present
MidAmerica Financial Services, Inc. January 2011 - September 2015
Sammons Corporation June 2005 - July 2009
FedEx Kinko's May 2000 - May 2005
Cinemark May 1996 - May 2000
ICL Fujitsu 1994 - 1996
Price Waterhouse 1989 - 1993
Skills
Mergers, Business Planning, Due Diligence, Corporate Finance, Valuation, Financial Reporting, Strategic Planning, Forecasting, Financial Analysis, Business Strategy, Financial Modeling, Financial Planning, Team Building, Budgeting, Strategy Development, Process Improvement, Private Equity, Divestitures, Integration, Joint Ventures, Accounting, Corporate Development, Financial Management, Strategic Financial..., Strategy, Managerial Finance, Mergers & Acquisitions, Executive Management, Finance, Start-ups, Sarbanes-Oxley Act, Budgets, Management, Investments, Portfolio Management
Education
University of Exeter 1993 — 1994
MBA, International Business
Baylor University 1985 — 1989
BBA, Double Major: Accounting and Finance
Libba Hanna's Price Waterhouse Experience 1990 - 1997
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
Celanese February 1998 - Present
Price Waterhouse 1990 - 1997
Education
Baylor University 1986 — 1990
Celanese February 1998 - Present
Price Waterhouse 1990 - 1997
Education
Baylor University 1986 — 1990
Neil Weiss's Price Waterhouse Experience 1977 - 1982
Job SVP & Treasurer at Cypress Semiconductor Corp
Industry Semiconductors
Experience
Cypress Semiconductor Corp 1997 - Present
Borland International 1992 - 1997
Fairchild & National Semiconductor 1982 - 1992
Price Waterhouse 1977 - 1982
Education
Baruch College, City University of New York (CUNY)
MBA
Cypress Semiconductor Corp 1997 - Present
Borland International 1992 - 1997
Fairchild & National Semiconductor 1982 - 1992
Price Waterhouse 1977 - 1982
Education
Baruch College, City University of New York (CUNY)
MBA
Dan Maillet's Price Waterhouse Experience June 1980 - November 1982
Job Managing Consultant GBS Business Analytics at IBM
Industry Computer Software
Experience
IBM January 2008 - Present
Cognos April 2001 - January 2008
Cognos April 2000 - April 2001
Comshare September 1996 - April 2000
Aonix July 1995 - September 1996
Oracle Corporation October 1994 - June 1995
Metaphor Computer Systems April 1991 - October 1994
Citicorp June 1984 - April 1991
Westvaco November 1982 - June 1984
Price Waterhouse June 1980 - November 1982
Skills
Cognos, TM1, Business Analytics, Business Intelligence, Pre-sales, Integration, Business Process..., Requirements Gathering, Business Process, Consulting, Data Warehousing, Data Integration, Management, Data Modeling, Solution Architecture, Enterprise Software, Master Data Management, ETL, Business Intelligence..., OLAP, Dimensional Modeling, Data Warehouse..., Dashboard, ERP, Requirements Analysis, Data Quality, Enterprise Architecture, EPM, SDLC, Business Objects, DB2, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1979 — 1980
MBA, Data Processing
University at Albany, SUNY 1975 — 1979
BS, business - Accounting/Operations Research
IBM January 2008 - Present
Cognos April 2001 - January 2008
Cognos April 2000 - April 2001
Comshare September 1996 - April 2000
Aonix July 1995 - September 1996
Oracle Corporation October 1994 - June 1995
Metaphor Computer Systems April 1991 - October 1994
Citicorp June 1984 - April 1991
Westvaco November 1982 - June 1984
Price Waterhouse June 1980 - November 1982
Skills
Cognos, TM1, Business Analytics, Business Intelligence, Pre-sales, Integration, Business Process..., Requirements Gathering, Business Process, Consulting, Data Warehousing, Data Integration, Management, Data Modeling, Solution Architecture, Enterprise Software, Master Data Management, ETL, Business Intelligence..., OLAP, Dimensional Modeling, Data Warehouse..., Dashboard, ERP, Requirements Analysis, Data Quality, Enterprise Architecture, EPM, SDLC, Business Objects, DB2, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1979 — 1980
MBA, Data Processing
University at Albany, SUNY 1975 — 1979
BS, business - Accounting/Operations Research
Wil Mauk's Price Waterhouse Experience June 1987 - April 1990
Job Global Procurement Manager at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company May 2007 - Present
The Coca-Cola Company April 1990 - May 2007
Price Waterhouse June 1987 - April 1990
Skills
FMCG, Strategy, Procurement, Strategic Sourcing, Market Research, Negotiation, Product Development, Forecasting, IT Strategy, Cross-functional Team..., Supply Chain, Supply Chain Management, Sourcing, Pricing, Finance, Marketing, Business Process..., Management, Business Strategy, Supply Management, Process Improvement, Change Management, Outsourcing, Business Planning, Strategic Planning
Education
Bob Jones University 1982 — 1987
Bachelor of Science (B.S.), Computer Science
The Coca-Cola Company May 2007 - Present
The Coca-Cola Company April 1990 - May 2007
Price Waterhouse June 1987 - April 1990
Skills
FMCG, Strategy, Procurement, Strategic Sourcing, Market Research, Negotiation, Product Development, Forecasting, IT Strategy, Cross-functional Team..., Supply Chain, Supply Chain Management, Sourcing, Pricing, Finance, Marketing, Business Process..., Management, Business Strategy, Supply Management, Process Improvement, Change Management, Outsourcing, Business Planning, Strategic Planning
Education
Bob Jones University 1982 — 1987
Bachelor of Science (B.S.), Computer Science
Bill Oliver's Price Waterhouse Experience 1996 - 1999
Job Partner at Winterhawk Consulting, SAP Security, GRC and Audit
Industry Information Technology and Services
Experience
Winterhawk Consulting LLC January 2013 - Present
WH Oliver Consulting Inc. November 2010 - January 2013
Approva January 2005 - November 2010
Raytheon May 2002 - February 2005
Nortel / CSC 1999 - 2002
Price Waterhouse 1996 - 1999
Deloitte & Touche 1994 - 1996
Skills
Compliance Management, CISA, Project Implementation, Segregation of Duties, SAP R/3, Application Security, SAP Security, GRC, Approva, Internal Audit, ECC 6.0, SAP SRM, SAP CRM, eCATT scripts, SAP Security upgrades, Sarbanes-Oxley Act, SAP Implementation, Governance, SAP ERP, Outsourcing, IT Audit, Business Objects, ECC, Enterprise Risk..., Business Process, SAP, SAP BW, Project Management, Information Security, Security, SAP Netweaver, SD, ERP, PMO, Sarbanes-Oxley, Internal Controls, Business Process..., Consulting, Enterprise Software, Identity Management, SAP Basis, SAP GRC Access Control
Education
Boston University Questrom School of Business
MS, Information Systems
University at Albany, SUNY
BS, Finance & Management
Winterhawk Consulting LLC January 2013 - Present
WH Oliver Consulting Inc. November 2010 - January 2013
Approva January 2005 - November 2010
Raytheon May 2002 - February 2005
Nortel / CSC 1999 - 2002
Price Waterhouse 1996 - 1999
Deloitte & Touche 1994 - 1996
Skills
Compliance Management, CISA, Project Implementation, Segregation of Duties, SAP R/3, Application Security, SAP Security, GRC, Approva, Internal Audit, ECC 6.0, SAP SRM, SAP CRM, eCATT scripts, SAP Security upgrades, Sarbanes-Oxley Act, SAP Implementation, Governance, SAP ERP, Outsourcing, IT Audit, Business Objects, ECC, Enterprise Risk..., Business Process, SAP, SAP BW, Project Management, Information Security, Security, SAP Netweaver, SD, ERP, PMO, Sarbanes-Oxley, Internal Controls, Business Process..., Consulting, Enterprise Software, Identity Management, SAP Basis, SAP GRC Access Control
Education
Boston University Questrom School of Business
MS, Information Systems
University at Albany, SUNY
BS, Finance & Management
Greg Spanos's Price Waterhouse Experience 1985 - 1996
Job Managing Partner, Boston Strategic Advisers, LLC
Industry Investment Management
Experience
Barrington Partners January 2008 - Present
Boston Strategic Advisers, LLC 2002 - Present
Liberty Financial Companies - Liberty Funds Group 1996 - 2002
Price Waterhouse 1985 - 1996
Skills
Business Development, Management, Asset Managment, Mergers, Mergers & Acquisitions, Hedge Funds, Asset Management, Investments, Strategy, Equities, Alternative Investments, Mutual Funds, Venture Capital, Private Equity, Portfolio Management, Financial Services, Financial Modeling, Due Diligence
Education
Boston University 1979 — 1983
Boston University Questrom School of Business 1979 — 1983
Barrington Partners January 2008 - Present
Boston Strategic Advisers, LLC 2002 - Present
Liberty Financial Companies - Liberty Funds Group 1996 - 2002
Price Waterhouse 1985 - 1996
Skills
Business Development, Management, Asset Managment, Mergers, Mergers & Acquisitions, Hedge Funds, Asset Management, Investments, Strategy, Equities, Alternative Investments, Mutual Funds, Venture Capital, Private Equity, Portfolio Management, Financial Services, Financial Modeling, Due Diligence
Education
Boston University 1979 — 1983
Boston University Questrom School of Business 1979 — 1983
Don E. Childress II, CFA's Price Waterhouse Experience 1991 - 1996
Job Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management January 2013 - Present
Goldman, Sachs & Co. August 1998 - January 2013
Price Waterhouse 1991 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Baylor University 1987 — 1991
BBA, Accounting
Memorial High School 1983 — 1987
Barclays Wealth and Investment Management January 2013 - Present
Goldman, Sachs & Co. August 1998 - January 2013
Price Waterhouse 1991 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Baylor University 1987 — 1991
BBA, Accounting
Memorial High School 1983 — 1987
Wendy (Madigan) Turner's Price Waterhouse Experience September 1992 - August 1995
Job Elementary School Teacher
Industry Education Management
Experience
Brandywine School District August 2010 - Present
Chase Card Services November 2005 - August 2009
Rayovac, part of Spectrum Brands July 2004 - May 2005
Coty February 2002 - June 2004
Sony Pictures Digital Entertainment June 2001 - January 2002
Family.com, part of the Disney Internet Group February 2000 - June 2001
Miramax Films, a division of the Walt Disney Company September 1997 - November 1999
The Walt Disney Company September 1995 - September 1997
Price Waterhouse September 1992 - August 1995
Skills
Finance, Public Speaking, Forecasting, Budgets, Financial Analysis, Staff Development, Analysis, Strategic Financial..., Accounting, Strategic Planning, Teaching
Education
Wilmington University 2006 — 2010
MEE, Elementary Education
Boston College 1988 — 1992
BS, Accounting
Montclair High School 1984 — 1988
Brandywine School District August 2010 - Present
Chase Card Services November 2005 - August 2009
Rayovac, part of Spectrum Brands July 2004 - May 2005
Coty February 2002 - June 2004
Sony Pictures Digital Entertainment June 2001 - January 2002
Family.com, part of the Disney Internet Group February 2000 - June 2001
Miramax Films, a division of the Walt Disney Company September 1997 - November 1999
The Walt Disney Company September 1995 - September 1997
Price Waterhouse September 1992 - August 1995
Skills
Finance, Public Speaking, Forecasting, Budgets, Financial Analysis, Staff Development, Analysis, Strategic Financial..., Accounting, Strategic Planning, Teaching
Education
Wilmington University 2006 — 2010
MEE, Elementary Education
Boston College 1988 — 1992
BS, Accounting
Montclair High School 1984 — 1988
Nicholas Arrigo's Price Waterhouse Experience August 1993 - April 1997
Job
Industry Hospital & Health Care
Experience
Kaiser Permanente June 2008 - Present
Well Fargo April 2004 - June 2008
PricewaterhouseCoopers March 1997 - April 2001
Price Waterhouse August 1993 - April 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Business Process..., Management Consulting, Process Improvement, Management, Business Analysis, Banking, Auditing, Project Management, Access, Sarbanes-Oxley, Compliance, GAAP, Financial Reporting, Analysis, SDLC, Financial Analysis, System Deployment, Strategy, Construction, Capital Assets, Team Leadership
Education
University of Southern California - Price School of Public Policy 2013 — 2016
Master of Health Administration (MHA)
Boston College 1989 — 1993
BS
waltham high school
Diploma
Kaiser Permanente June 2008 - Present
Well Fargo April 2004 - June 2008
PricewaterhouseCoopers March 1997 - April 2001
Price Waterhouse August 1993 - April 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Business Process..., Management Consulting, Process Improvement, Management, Business Analysis, Banking, Auditing, Project Management, Access, Sarbanes-Oxley, Compliance, GAAP, Financial Reporting, Analysis, SDLC, Financial Analysis, System Deployment, Strategy, Construction, Capital Assets, Team Leadership
Education
University of Southern California - Price School of Public Policy 2013 — 2016
Master of Health Administration (MHA)
Boston College 1989 — 1993
BS
waltham high school
Diploma
Melissa Ward's Price Waterhouse Experience 1991 - 1995
Job Vice President Information Technology at Eurpac Service Inc.
Industry Information Technology and Services
Experience
Eurpac Service Inc. 2015 - Present
CompuCom Systems, Inc 2001 - 2015
CompuCom 1995 - 2001
Price Waterhouse 1991 - 1995
Skills
Active Directory, Project Management, VMware, Disaster Recovery, Servers, IT Service Management, SDLC, ITIL, XP, IT Strategy, IT Management, Windows Server, Change Management, Virtualization, Vendor Management, SharePoint, Data Center, Troubleshooting, Operations Management, ITIL v3 Foundations..., ITIL Process..., Service Desk Management, Service Level Management, Configuration Management, Incident Management, Problem Management, Release Management
Education
Baylor University 1987 — 1990
Bachelor of Arts (B.A.), Business and French
Baylor University - Hankamer School of Business 1987 — 1990
BA, Business, French
Eurpac Service Inc. 2015 - Present
CompuCom Systems, Inc 2001 - 2015
CompuCom 1995 - 2001
Price Waterhouse 1991 - 1995
Skills
Active Directory, Project Management, VMware, Disaster Recovery, Servers, IT Service Management, SDLC, ITIL, XP, IT Strategy, IT Management, Windows Server, Change Management, Virtualization, Vendor Management, SharePoint, Data Center, Troubleshooting, Operations Management, ITIL v3 Foundations..., ITIL Process..., Service Desk Management, Service Level Management, Configuration Management, Incident Management, Problem Management, Release Management
Education
Baylor University 1987 — 1990
Bachelor of Arts (B.A.), Business and French
Baylor University - Hankamer School of Business 1987 — 1990
BA, Business, French
Jeff Way's Price Waterhouse Experience 1990 - 1993
Job Director Controls and Compliance
Industry Utilities
Experience
Natonal Grid 2010 - Present
National Grid 2007 - 2009
National Grid 2006 - 2007
National Grid 2002 - 2004
National Grid 2000 - 2002
National Grid 1999 - 2000
National Grid 1996 - 1998
Price Waterhouse 1990 - 1993
Skills
Internal Controls, SAP, Internal Audit, Business Process, Process Improvement, Change Management, Business Process..., Vendor Management, ERP, Program Management, Business Transformation, Risk Management, Governance, Outsourcing, Supply Chain Management, Business Analysis, Strategy, Process Engineering, Mergers & Acquisitions, Management
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Boston University - School of Management 2000 — 2001
Master of Business Administration (MBA)
Natonal Grid 2010 - Present
National Grid 2007 - 2009
National Grid 2006 - 2007
National Grid 2002 - 2004
National Grid 2000 - 2002
National Grid 1999 - 2000
National Grid 1996 - 1998
Price Waterhouse 1990 - 1993
Skills
Internal Controls, SAP, Internal Audit, Business Process, Process Improvement, Change Management, Business Process..., Vendor Management, ERP, Program Management, Business Transformation, Risk Management, Governance, Outsourcing, Supply Chain Management, Business Analysis, Strategy, Process Engineering, Mergers & Acquisitions, Management
Education
Boston College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Boston University - School of Management 2000 — 2001
Master of Business Administration (MBA)
Frank Schoof's Price Waterhouse Experience 1997 - 1999
Job President at GxP Professional LLC
Industry Pharmaceuticals
Experience
GxP Professional LLC November 2007 - Present
Becton Dickinson 2000 - 2007
NEXL 2000 - 2001
K. Hovanian, Inc. 1999 - 2000
Price Waterhouse 1997 - 1999
Berlex Biosciences 1994 - 1997
Metpath Laboratories 1989 - 1994
Skills
ITIL, Integration, ERP, Program Management, SDLC, Project Management, Six Sigma, FDA, CRM, Management, Process Improvement, Cross-functional Team..., Leadership, Vendor Management, Consulting, SAP, SAP ERP, Business Intelligence, Medical Devices, Software Documentation, Validation
Education
Bethany College 1981 — 1985
BSCS, Comp Science, Chemistry
GxP Professional LLC November 2007 - Present
Becton Dickinson 2000 - 2007
NEXL 2000 - 2001
K. Hovanian, Inc. 1999 - 2000
Price Waterhouse 1997 - 1999
Berlex Biosciences 1994 - 1997
Metpath Laboratories 1989 - 1994
Skills
ITIL, Integration, ERP, Program Management, SDLC, Project Management, Six Sigma, FDA, CRM, Management, Process Improvement, Cross-functional Team..., Leadership, Vendor Management, Consulting, SAP, SAP ERP, Business Intelligence, Medical Devices, Software Documentation, Validation
Education
Bethany College 1981 — 1985
BSCS, Comp Science, Chemistry
Matilda Jarmy-Crowley's Price Waterhouse Experience 1994 - 1996
Job Owner at Optimize Your Time
Industry Information Services
Experience
Blue Ocean Group LLC October 2011 - Present
Blackbaud Inc January 2006 - October 2011
Pfizer Inc 1996 - 2003
Price Waterhouse 1994 - 1996
Skills
Business Analysis, Team Building, Enterprise Software, Cross-functional Team..., Project Management, Project Planning, Integration, Market Research, Analysis, Business Process..., Business Intelligence, Business Development, Requirements Analysis, SharePoint, Team Leadership, Program Management, Business Process, Process Improvement, SDLC, Databases, Project Portfolio..., Software Project..., Change Management, CRM, SaaS, Professional Services, Management Consulting, Information Technology, Vendor Management, Consulting, Management, Training, Leadership, IT Management, Start-ups, Strategy, IT Strategy, Analytics, Visio, Strategic Planning, E-commerce, Business Strategy, Software Documentation, Entrepreneurship, Cloud Computing, ERP, Strategic Partnerships, Product Management, Software Implementation
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Systems
University of Wisconsin-Madison
BA, Psychology
Blue Ocean Group LLC October 2011 - Present
Blackbaud Inc January 2006 - October 2011
Pfizer Inc 1996 - 2003
Price Waterhouse 1994 - 1996
Skills
Business Analysis, Team Building, Enterprise Software, Cross-functional Team..., Project Management, Project Planning, Integration, Market Research, Analysis, Business Process..., Business Intelligence, Business Development, Requirements Analysis, SharePoint, Team Leadership, Program Management, Business Process, Process Improvement, SDLC, Databases, Project Portfolio..., Software Project..., Change Management, CRM, SaaS, Professional Services, Management Consulting, Information Technology, Vendor Management, Consulting, Management, Training, Leadership, IT Management, Start-ups, Strategy, IT Strategy, Analytics, Visio, Strategic Planning, E-commerce, Business Strategy, Software Documentation, Entrepreneurship, Cloud Computing, ERP, Strategic Partnerships, Product Management, Software Implementation
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Systems
University of Wisconsin-Madison
BA, Psychology
Gregory Chin's Price Waterhouse Experience September 1989 - August 1996
Job Managing Director at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP September 2014 - Present
Duff & Phelps June 2012 - September 2014
FTI Consulting October 2007 - June 2012
PricewaterhouseCoopers April 2006 - October 2007
Veritude. a Fidelity Investments Company 2001 - 2006
Veritude 2001 - 2004
Devonshire Publishing 2000 - 2001
Fidelity Investments 1997 - 2000
Brown Brothers Harriman 1996 - 1997
Price Waterhouse September 1989 - August 1996
Skills
Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Private Equity, Corporate Finance, Management, Financial Reporting, Forecasting, Mergers, Mergers, Portfolio Management, Strategic Planning, Valuation, Venture Capital, Auditing, Business Valuation, Corporate Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF, Finance
Boston University 1985 — 1989
Bachelor of Science (BS), Accounting
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting
Tappan Zee HS 1981 — 1985
HS
Grant Thornton LLP September 2014 - Present
Duff & Phelps June 2012 - September 2014
FTI Consulting October 2007 - June 2012
PricewaterhouseCoopers April 2006 - October 2007
Veritude. a Fidelity Investments Company 2001 - 2006
Veritude 2001 - 2004
Devonshire Publishing 2000 - 2001
Fidelity Investments 1997 - 2000
Brown Brothers Harriman 1996 - 1997
Price Waterhouse September 1989 - August 1996
Skills
Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Private Equity, Corporate Finance, Management, Financial Reporting, Forecasting, Mergers, Mergers, Portfolio Management, Strategic Planning, Valuation, Venture Capital, Auditing, Business Valuation, Corporate Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF, Finance
Boston University 1985 — 1989
Bachelor of Science (BS), Accounting
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting
Tappan Zee HS 1981 — 1985
HS
John A. Lombardo, CPA's Price Waterhouse Experience June 1988 - July 1989
Job Senior Consultant at The Quest Organization
Industry Accounting
Experience
The Quest Organization August 2014 - Present
St. Francis College September 2009 - Present
Wagner College September 1998 - Present
Tishman Speyer July 2006 - September 2007
Lawrence Ruben Company, Inc. September 2001 - June 2006
Antaeus Enterprises, Inc. October 1995 - July 2001
Katharine Gibbs School of New York September 1997 - June 2000
U.S. Trust Company of New York February 1993 - August 1995
Rockefeller Financial Services, Inc. July 1989 - December 1992
Price Waterhouse June 1988 - July 1989
Skills
CPA - New York State, Microsoft Office, CPA, Microsoft Excel, PowerPoint, Accounting, Financial Analysis, Financial Reporting, Public Speaking, Financial Accounting, Auditing, Corporate Tax, Editing, Event Planning, GAAP, Higher Education, Income Tax
Education
Wagner College 1983 — 1984
MBA, Finance
City University of New York-Baruch College 1978 — 1982
BBA, Accounting
The Quest Organization August 2014 - Present
St. Francis College September 2009 - Present
Wagner College September 1998 - Present
Tishman Speyer July 2006 - September 2007
Lawrence Ruben Company, Inc. September 2001 - June 2006
Antaeus Enterprises, Inc. October 1995 - July 2001
Katharine Gibbs School of New York September 1997 - June 2000
U.S. Trust Company of New York February 1993 - August 1995
Rockefeller Financial Services, Inc. July 1989 - December 1992
Price Waterhouse June 1988 - July 1989
Skills
CPA - New York State, Microsoft Office, CPA, Microsoft Excel, PowerPoint, Accounting, Financial Analysis, Financial Reporting, Public Speaking, Financial Accounting, Auditing, Corporate Tax, Editing, Event Planning, GAAP, Higher Education, Income Tax
Education
Wagner College 1983 — 1984
MBA, Finance
City University of New York-Baruch College 1978 — 1982
BBA, Accounting
Leary Mullings's Price Waterhouse Experience 1986 - 1990
Job Partner at CrichtonMullings & Assoc
Industry Accounting
Experience
CrichtonMullings & Assoc Previous ManagerMitchell & Titus, LLP1991 - 1994
Price Waterhouse 1986 - 1990
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
CrichtonMullings & Assoc Previous ManagerMitchell & Titus, LLP1991 - 1994
Price Waterhouse 1986 - 1990
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
John Yorio's Price Waterhouse Experience 1983 - 1985
Job CFO Global Professional Lines at XL Insurance
Industry Insurance
Experience
XL Insurance 2013 - Present
XL Insurance 2005 - 2012
The Hartford Financial Services 1987 - 2004
Deloitte 1985 - 1987
Price Waterhouse 1983 - 1985
Skills
Risk Management, Financial Reporting, Insurance, Financial Analysis, Reinsurance, Underwriting, Property & Casualty...
Education
Bentley University 1979 — 1983
Accounting
XL Insurance 2013 - Present
XL Insurance 2005 - 2012
The Hartford Financial Services 1987 - 2004
Deloitte 1985 - 1987
Price Waterhouse 1983 - 1985
Skills
Risk Management, Financial Reporting, Insurance, Financial Analysis, Reinsurance, Underwriting, Property & Casualty...
Education
Bentley University 1979 — 1983
Accounting
Andrea Borzuku Stapleton's Price Waterhouse Experience 1998 - 2003
Job Senior Director of Finance, Rockstar Games
Industry Computer Games
Experience
Rockstar Games October 2003 - Present
Price Waterhouse 1998 - 2003
Skills
Financial Analysis, Financial Modeling, Accounting, Internal Controls, Auditing, Financial Accounting, US GAAP, GAAP
Education
Boston College 1994 — 1998
Bachelor of Science, Accounting
Rockstar Games October 2003 - Present
Price Waterhouse 1998 - 2003
Skills
Financial Analysis, Financial Modeling, Accounting, Internal Controls, Auditing, Financial Accounting, US GAAP, GAAP
Education
Boston College 1994 — 1998
Bachelor of Science, Accounting
Eric Lewin's Price Waterhouse Experience 1994 - 1996
Job Chief Operating Officer TOMS at Bloomberg L.P.
Industry Financial Services
Experience
Bloomberg LP February 2009 - Present
Bloomberg LP June 2008 - February 2009
Bloomberg LP January 2007 - June 2008
Bloomberg LP August 2002 - January 2007
PaineWebber 1996 - 2000
Price Waterhouse 1994 - 1996
Skills
Competitive Analysis, Electronic Trading
Education
Binghamton University 1990 — 1994
BS
Binghamton University - School of Management 1990 — 1994
Commack High School 1987 — 1990
Diploma!
Bloomberg LP February 2009 - Present
Bloomberg LP June 2008 - February 2009
Bloomberg LP January 2007 - June 2008
Bloomberg LP August 2002 - January 2007
PaineWebber 1996 - 2000
Price Waterhouse 1994 - 1996
Skills
Competitive Analysis, Electronic Trading
Education
Binghamton University 1990 — 1994
BS
Binghamton University - School of Management 1990 — 1994
Commack High School 1987 — 1990
Diploma!
David M. Pasternak, RN MBA CPHIMS's Price Waterhouse Experience January 1984 - January 1985
Job Nursing Informatics Specialist at Deborah Heart and Lung Center/ Deborah Hospital
Industry Information Technology and Services
Experience
Deborah Heart and Lung Center/ Deborah Hospital February 2015 - Present
Raritan Bay Medical Center October 2012 - Present
Raritan Bay Medical Center January 2012 - October 2012
David M. Pasternak July 2000 - 2010
Merrill Lynch April 1999 - July 2000
KPMG June 1998 - April 1999
PaineWebber July 1993 - June 1998
David M. Pasternak April 1991 - July 1993
Polaris Consulting Services July 1987 - April 1991
Price Waterhouse January 1984 - January 1985
Skills
Nursing, Mental Health, BLS, Project Management, Business Development, Relationship Management, E-commerce, Requirements Analysis, Model 204, IDMS, MySQL, PL/1, COBOL, SPSS, SAS, Informatics, Software Project..., Healthcare, Databases, ACLS, Software Documentation, Disaster Recovery, Project Planning, Management, Visio, SDLC, Access, Data Analysis, Training, Healthcare Information..., Quality Assurance, EMR, EHR, Time Management, Program Management, Recruiting, Process Improvement, Systems Analysis, Security, Leadership, Healthcare Management, Integration, Business Process..., Vendor Management, Performance Management, Hospitals, Fundraising, Business Analysis, Analysis, Inpatient
Education
Rutgers School of Nursing
MSN, Nursing Informatics
Middlesex County College
Associate of Science (AS), Nursing
City University of New York-Baruch College
MBA, Computer Information Systems
City University of New York-Brooklyn College
BS, Psychology, Computer and Information Science
Yeshiva of Far Rockaway
HS
Deborah Heart and Lung Center/ Deborah Hospital February 2015 - Present
Raritan Bay Medical Center October 2012 - Present
Raritan Bay Medical Center January 2012 - October 2012
David M. Pasternak July 2000 - 2010
Merrill Lynch April 1999 - July 2000
KPMG June 1998 - April 1999
PaineWebber July 1993 - June 1998
David M. Pasternak April 1991 - July 1993
Polaris Consulting Services July 1987 - April 1991
Price Waterhouse January 1984 - January 1985
Skills
Nursing, Mental Health, BLS, Project Management, Business Development, Relationship Management, E-commerce, Requirements Analysis, Model 204, IDMS, MySQL, PL/1, COBOL, SPSS, SAS, Informatics, Software Project..., Healthcare, Databases, ACLS, Software Documentation, Disaster Recovery, Project Planning, Management, Visio, SDLC, Access, Data Analysis, Training, Healthcare Information..., Quality Assurance, EMR, EHR, Time Management, Program Management, Recruiting, Process Improvement, Systems Analysis, Security, Leadership, Healthcare Management, Integration, Business Process..., Vendor Management, Performance Management, Hospitals, Fundraising, Business Analysis, Analysis, Inpatient
Education
Rutgers School of Nursing
MSN, Nursing Informatics
Middlesex County College
Associate of Science (AS), Nursing
City University of New York-Baruch College
MBA, Computer Information Systems
City University of New York-Brooklyn College
BS, Psychology, Computer and Information Science
Yeshiva of Far Rockaway
HS
Jim DeMarco, CM&AA's Price Waterhouse Experience September 1984 - June 1988
Job CFO at Banner Industries
Industry Semiconductors
Experience
Banner Industries September 2012 - Present
MYDATA automation Inc April 1995 - June 2012
PolyMedica Industries April 1993 - April 1995
AGAR Supply Co. June 1988 - April 1993
Price Waterhouse September 1984 - June 1988
Skills
Expense Management, Business Analysis, Operations Management, OSHA, Strategic Planning, Organizational..., Budget Process, Cost Variance Analysis, Human Resources, Payroll, 401k, Microsoft Excel, Microsoft Word, PowerPoint, Cognos Controller, Frango Reporting, FedEx Ship Manager, UPS WorldShip, M&A experience, Mergers & Acquisitions, Financial Statements, Cash Flow Forecasting, Financial Analysis, Negotiation, Revenue Recognition, Analysis, Cost Accounting, Cross-functional Team..., Auditing, Management, Finance, Accounting, Internal Controls
Education
Boston College 1980 — 1984
BS
Banner Industries September 2012 - Present
MYDATA automation Inc April 1995 - June 2012
PolyMedica Industries April 1993 - April 1995
AGAR Supply Co. June 1988 - April 1993
Price Waterhouse September 1984 - June 1988
Skills
Expense Management, Business Analysis, Operations Management, OSHA, Strategic Planning, Organizational..., Budget Process, Cost Variance Analysis, Human Resources, Payroll, 401k, Microsoft Excel, Microsoft Word, PowerPoint, Cognos Controller, Frango Reporting, FedEx Ship Manager, UPS WorldShip, M&A experience, Mergers & Acquisitions, Financial Statements, Cash Flow Forecasting, Financial Analysis, Negotiation, Revenue Recognition, Analysis, Cost Accounting, Cross-functional Team..., Auditing, Management, Finance, Accounting, Internal Controls
Education
Boston College 1980 — 1984
BS
Robert J. Colleran's Price Waterhouse Experience August 1982 - October 1989
Job
Industry Insurance
Experience
On Sabbatical July 2010 - Present
Aetna January 2008 - June 2010
Aetna January 2006 - December 2007
Aetna January 2002 - December 2005
Aetna April 1999 - December 2001
Aetna October 1989 - March 1999
Price Waterhouse August 1982 - October 1989
Skills
Forecasting, Mergers, Strategy, Mergers & Acquisitions, Employee Benefits, Financial Analysis, Risk Management, Business Analysis, Analysis, Management, Finance, Auditing, Program Management, Strategic Planning, Insurance
Education
Boston College 1978 — 1982
BS, Magna Cum Laude
On Sabbatical July 2010 - Present
Aetna January 2008 - June 2010
Aetna January 2006 - December 2007
Aetna January 2002 - December 2005
Aetna April 1999 - December 2001
Aetna October 1989 - March 1999
Price Waterhouse August 1982 - October 1989
Skills
Forecasting, Mergers, Strategy, Mergers & Acquisitions, Employee Benefits, Financial Analysis, Risk Management, Business Analysis, Analysis, Management, Finance, Auditing, Program Management, Strategic Planning, Insurance
Education
Boston College 1978 — 1982
BS, Magna Cum Laude
Deborah Bendheim's Price Waterhouse Experience September 1994 - May 1997
Job Volunteer at NJOP
Industry Human Resources
Experience
NJOP April 2013 - Present
Elliott Management Corporation August 2010 - January 2011
Mullin & Associates January 2009 - February 2010
ITOCHU International Inc. November 2006 - June 2007
General Dynamics Information Technology July 2000 - September 2006
Massachusetts Eye and Ear Infirmary August 1998 - June 2000
Cablevision of Boston/Brookline June 1997 - July 1998
Price Waterhouse September 1994 - May 1997
Skills
HRIS, Employee Relations, Recruiting, Employee Benefits, Talent Acquisition, Interviews, Performance Management, Personnel Management, Leadership, Management, Deferred Compensation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
M.B.A., Business Management
Simmons College 1988 — 1992
B.A., Business Management
NJOP April 2013 - Present
Elliott Management Corporation August 2010 - January 2011
Mullin & Associates January 2009 - February 2010
ITOCHU International Inc. November 2006 - June 2007
General Dynamics Information Technology July 2000 - September 2006
Massachusetts Eye and Ear Infirmary August 1998 - June 2000
Cablevision of Boston/Brookline June 1997 - July 1998
Price Waterhouse September 1994 - May 1997
Skills
HRIS, Employee Relations, Recruiting, Employee Benefits, Talent Acquisition, Interviews, Performance Management, Personnel Management, Leadership, Management, Deferred Compensation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
M.B.A., Business Management
Simmons College 1988 — 1992
B.A., Business Management
Kerri Luftman's Price Waterhouse Experience August 1996 - May 1998
Job Senior Project Director at 21st Century Fox (f.k.a News Corporation)
Industry Accounting
Experience
21st Century Fox May 1998 - Present
Fox Entertainment Group 2000 - 2005
Price Waterhouse August 1996 - May 1998
Skills
HFM, FDM, Hyperion Enterprise, Auditing, Financial Reporting, Consolidation
Education
Binghamton University - School of Management 1992 — 1996
Bachelor of Science (BS), Accounting
Red Hook High School
21st Century Fox May 1998 - Present
Fox Entertainment Group 2000 - 2005
Price Waterhouse August 1996 - May 1998
Skills
HFM, FDM, Hyperion Enterprise, Auditing, Financial Reporting, Consolidation
Education
Binghamton University - School of Management 1992 — 1996
Bachelor of Science (BS), Accounting
Red Hook High School
Michael Kagan's Price Waterhouse Experience September 1995 - January 1997
Job CFO/CCO at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions 2010 - Present
Informa Investment Solutions July 2001 - October 2010
Offitbank January 1998 - July 2001
Bankers Trust January 1997 - January 1998
Price Waterhouse September 1995 - January 1997
Price Waterhouse September 1993 - September 1995
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Financial Analysis, Investments, Risk Management, Financial Reporting, Strategic Planning, Business Strategy, Financial Services, Budgets, Performance Measurement, Business Analysis
Education
Binghamton University - School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Informa Investment Solutions 2010 - Present
Informa Investment Solutions July 2001 - October 2010
Offitbank January 1998 - July 2001
Bankers Trust January 1997 - January 1998
Price Waterhouse September 1995 - January 1997
Price Waterhouse September 1993 - September 1995
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Financial Analysis, Investments, Risk Management, Financial Reporting, Strategic Planning, Business Strategy, Financial Services, Budgets, Performance Measurement, Business Analysis
Education
Binghamton University - School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Bill Meador's Price Waterhouse Experience July 1988 - January 1993
Job President at M&M Holdings I, Inc
Industry Accounting
Experience
Heavy Duty Trucking November 2013 - Present
Delcar, Inc D/B/A Rock Transport November 2013 - Present
M&M Holdings I, Inc October 2013 - Present
Meador & Meador CPAs, LLC September 2009 - Present
Deloitte Tax January 1993 - January 2009
Deloitte 1993 - 2009
Price Waterhouse July 1988 - January 1993
Skills
Financial Reporting, Corporate Tax, Auditing, Accounting, Assurance, Internal Controls, Sarbanes-Oxley Act, Tax, US GAAP, GAAP, SEC filings, CPA, Financial Analysis, Income Tax, External Audit, Tax Accounting
Education
Boston University 1982 — 1986
MBA, Business
Ouachita Baptist University 1978 — 1982
B.A., Accounting
Heavy Duty Trucking November 2013 - Present
Delcar, Inc D/B/A Rock Transport November 2013 - Present
M&M Holdings I, Inc October 2013 - Present
Meador & Meador CPAs, LLC September 2009 - Present
Deloitte Tax January 1993 - January 2009
Deloitte 1993 - 2009
Price Waterhouse July 1988 - January 1993
Skills
Financial Reporting, Corporate Tax, Auditing, Accounting, Assurance, Internal Controls, Sarbanes-Oxley Act, Tax, US GAAP, GAAP, SEC filings, CPA, Financial Analysis, Income Tax, External Audit, Tax Accounting
Education
Boston University 1982 — 1986
MBA, Business
Ouachita Baptist University 1978 — 1982
B.A., Accounting
Chantel Arnett's Price Waterhouse Experience 1994 - 2002
Job I.T. Manager at Lennox International
Industry Information Technology and Services
Experience
Lennox International July 2002 - Present
PricewaterhouseCoopers 1994 - 2002
Price Waterhouse 1994 - 2002
Skills
Sarbanes-Oxley Act, IT Strategy, Business Process, Business Process..., ERP, PMO, SAP R/3, IT Management, SAP, Business Analysis, PMP, SAP HR, SDLC, Disaster Recovery, Business Intelligence, SAP ERP, SAP Implementation, ABAP, Integration
Education
Baylor University 1990 — 1994
Bachelor of Business Administration, Finance/International Business
Lennox International July 2002 - Present
PricewaterhouseCoopers 1994 - 2002
Price Waterhouse 1994 - 2002
Skills
Sarbanes-Oxley Act, IT Strategy, Business Process, Business Process..., ERP, PMO, SAP R/3, IT Management, SAP, Business Analysis, PMP, SAP HR, SDLC, Disaster Recovery, Business Intelligence, SAP ERP, SAP Implementation, ABAP, Integration
Education
Baylor University 1990 — 1994
Bachelor of Business Administration, Finance/International Business
Tom Earll's Price Waterhouse Experience 1977 - 1980
Job Independent Consultant Project Management, process improvement
Industry Management Consulting
Experience
Software Alliance Corp - ESAB Welding and Cutting June 2010 - October 2011
Nexus Business Solutions July 2008 - June 2010
Global Networks Group July 2007 - July 2008
WhiteSpace Software LLC July 2004 - July 2007
Dura Automotive 1998 - 2004
Saybrook Bath and Raquet 1990 - 2001
Eaton Corporation - Automotive/Appliance Controls March 1993 - October 1997
Nalco 1989 - 1993
Bansley & Kiener - CPAs 1980 - 1985
Price Waterhouse 1977 - 1980
Skills
International Business, Customer Relations, Strategic Planning, Management Consulting, Process Improvement, Customer Service, New Business Development, Change Management, Manufacturing, Business Process..., Cross-functional Team..., Project Planning, Strategy, Budgets, Management, Leadership, Team Leadership, Account Management, Marketing Strategy, Start-ups, Business Intelligence, ERP, CRM, Six Sigma, Supply Chain, Project Management, Program Management, Training, Business Strategy, Outsourcing, Integration, Coaching, Networking, Consulting, Team Building, Mergers & Acquisitions, IT Strategy, Human Resources, Vendor Management, Lean Manufacturing, PMP
Education
Benedictine University 1992 — 1996
MBA, International Business
Southern Illinois University, Carbondale 1970 — 1972
BS, Accounting
University of Illinois at Urbana-Champaign 1968 — 1970
Aviation & Finance
COD - Project Management
Software Alliance Corp - ESAB Welding and Cutting June 2010 - October 2011
Nexus Business Solutions July 2008 - June 2010
Global Networks Group July 2007 - July 2008
WhiteSpace Software LLC July 2004 - July 2007
Dura Automotive 1998 - 2004
Saybrook Bath and Raquet 1990 - 2001
Eaton Corporation - Automotive/Appliance Controls March 1993 - October 1997
Nalco 1989 - 1993
Bansley & Kiener - CPAs 1980 - 1985
Price Waterhouse 1977 - 1980
Skills
International Business, Customer Relations, Strategic Planning, Management Consulting, Process Improvement, Customer Service, New Business Development, Change Management, Manufacturing, Business Process..., Cross-functional Team..., Project Planning, Strategy, Budgets, Management, Leadership, Team Leadership, Account Management, Marketing Strategy, Start-ups, Business Intelligence, ERP, CRM, Six Sigma, Supply Chain, Project Management, Program Management, Training, Business Strategy, Outsourcing, Integration, Coaching, Networking, Consulting, Team Building, Mergers & Acquisitions, IT Strategy, Human Resources, Vendor Management, Lean Manufacturing, PMP
Education
Benedictine University 1992 — 1996
MBA, International Business
Southern Illinois University, Carbondale 1970 — 1972
BS, Accounting
University of Illinois at Urbana-Champaign 1968 — 1970
Aviation & Finance
COD - Project Management
Dolores (Dee) Ruzicka's Price Waterhouse Experience August 1974 - February 1982
Job Retired
Industry Management Consulting
Experience
Garland/Ruzicka November 2010 - Present
GTE/Verizon/Idearc/ Supermedia June 1992 - November 2011
Context Training August 1984 - June 1992
Price Waterhouse August 1974 - February 1982
Education
Bastyr University 1981 — 1982
MA, Organization Development
Visitation Academy 1957 — 1964
Garland/Ruzicka November 2010 - Present
GTE/Verizon/Idearc/ Supermedia June 1992 - November 2011
Context Training August 1984 - June 1992
Price Waterhouse August 1974 - February 1982
Education
Bastyr University 1981 — 1982
MA, Organization Development
Visitation Academy 1957 — 1964
Gloria Darcey-Adams's Price Waterhouse Experience 1983 - 1988
Job Project Manager at IBM
Industry Information Services
Experience
IBM July 2011 - Present
IBM 2000 - 2008
AT&T 1998 - 2000
Prudential Insurance 1997 - 1998
Smith Barney 1993 - 1998
Smith Barney 1993 - 1997
Shearson Lehman Brothers 1988 - 1993
Price Waterhouse 1983 - 1988
Skills
Change Management, Disaster Recovery, Management, ITIL, IT Service Management, PMP, Service Delivery, IT Strategy, Data Center, Program Management, Vendor Management, IT Outsourcing, Cloud Computing, Software Project..., SDLC, Virtualization, Integration, Requirements Analysis, Business Analysis, IT Management, Databases, Project Portfolio..., Enterprise Architecture, Business Process..., Outsourcing
Education
Boston University
B.S., Political Science
IBM July 2011 - Present
IBM 2000 - 2008
AT&T 1998 - 2000
Prudential Insurance 1997 - 1998
Smith Barney 1993 - 1998
Smith Barney 1993 - 1997
Shearson Lehman Brothers 1988 - 1993
Price Waterhouse 1983 - 1988
Skills
Change Management, Disaster Recovery, Management, ITIL, IT Service Management, PMP, Service Delivery, IT Strategy, Data Center, Program Management, Vendor Management, IT Outsourcing, Cloud Computing, Software Project..., SDLC, Virtualization, Integration, Requirements Analysis, Business Analysis, IT Management, Databases, Project Portfolio..., Enterprise Architecture, Business Process..., Outsourcing
Education
Boston University
B.S., Political Science
Rachelle Werme's Price Waterhouse Experience 1985 - 1989
Job Director of Human Resources at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan March 2014 - Present
Kinder Morgan May 2012 - Present
El Paso February 2001 - May 2012
KR Swerdfeger Construction 1996 - 2000
ZymoGenetics 1994 - 1996
National Semionductor 1989 - 1991
Price Waterhouse 1985 - 1989
Education
Chapman University 1990 — 1993
MS, Human Resources Management & Development
Baylor University 1983 — 1984
BA Foreign Service, International Relation
University of Maryland Munich Germany 1977 — 1980
AA, Political Science
Wuerzburg High School
Kinder Morgan March 2014 - Present
Kinder Morgan May 2012 - Present
El Paso February 2001 - May 2012
KR Swerdfeger Construction 1996 - 2000
ZymoGenetics 1994 - 1996
National Semionductor 1989 - 1991
Price Waterhouse 1985 - 1989
Education
Chapman University 1990 — 1993
MS, Human Resources Management & Development
Baylor University 1983 — 1984
BA Foreign Service, International Relation
University of Maryland Munich Germany 1977 — 1980
AA, Political Science
Wuerzburg High School
Woody Conradt's Price Waterhouse Experience 1983 - 1986
Job Senior Vice President / CFO / Secretary / Treasurer at Carroll Company
Industry Consumer Goods
Experience
Carroll Company November 2005 - Present
Independent Consultant 2004 - 2005
Range Online Media, Inc. 2003 - 2003
Availant Financial, Inc. 2002 - 2003
Telsco Industries, Inc. (Weathermatic) 1996 - 2002
SDB Holdings 1991 - 1996
AMRE, Inc. 1986 - 1991
Price Waterhouse 1983 - 1986
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Sarbanes-Oxley Act, Mergers, Forecasting, Internal Controls, Strategic Financial..., SEC filings
Education
Baylor University - Hankamer School of Business 1979 — 1983
BBA, Accounting / MIS
Carroll Company November 2005 - Present
Independent Consultant 2004 - 2005
Range Online Media, Inc. 2003 - 2003
Availant Financial, Inc. 2002 - 2003
Telsco Industries, Inc. (Weathermatic) 1996 - 2002
SDB Holdings 1991 - 1996
AMRE, Inc. 1986 - 1991
Price Waterhouse 1983 - 1986
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Sarbanes-Oxley Act, Mergers, Forecasting, Internal Controls, Strategic Financial..., SEC filings
Education
Baylor University - Hankamer School of Business 1979 — 1983
BBA, Accounting / MIS
Deirdre Clark's Price Waterhouse Experience June 1991 - July 1995
Job Director of Finance Webber Restaurant Group
Industry Financial Services
Experience
Webber Restaurant Group October 2012 - Present
K. Marshall Design, Inc September 2004 - February 2012
Price Waterhouse June 1991 - July 1995
Bank of Boston September 1986 - June 1991
Skills
CPA, Strategic Planning, Accounting, Financial Analysis, Financial Modeling, Finance, Business Planning
Education
Middlebury College 1982 — 1986
Bachelor of Arts (B.A.), French & Economics
Boston University 1991 — 1993
Master of Business Administration (M.B.A.), MBA/CPA
Webber Restaurant Group October 2012 - Present
K. Marshall Design, Inc September 2004 - February 2012
Price Waterhouse June 1991 - July 1995
Bank of Boston September 1986 - June 1991
Skills
CPA, Strategic Planning, Accounting, Financial Analysis, Financial Modeling, Finance, Business Planning
Education
Middlebury College 1982 — 1986
Bachelor of Arts (B.A.), French & Economics
Boston University 1991 — 1993
Master of Business Administration (M.B.A.), MBA/CPA
Joan Lastra's Price Waterhouse Experience June 1988 - December 1994
Job Ops Change Management Sr. at Freddie Mac
Industry Information Technology and Services
Experience
Freddie Mac May 2014 - Present
CC Pace January 2011 - May 2014
NTT Data Federal Services (formerly Keane Federal Services) July 2009 - January 2011
Freddie Mac December 1994 - July 2009
Price Waterhouse June 1988 - December 1994
National Fuel Gas 1985 - June 1988
The Reserve Funds August 1981 - August 1983
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, System Testing, Requirements Gathering, Systems Analysis, SDLC, Software Project..., PMP, Integration, Business Process, IT Strategy, Business Process Design, Visio
Education
University at Buffalo 1983 — 1985
MBA, MIS
Binghamton University 1977 — 1981
BA, Political Science
Freddie Mac May 2014 - Present
CC Pace January 2011 - May 2014
NTT Data Federal Services (formerly Keane Federal Services) July 2009 - January 2011
Freddie Mac December 1994 - July 2009
Price Waterhouse June 1988 - December 1994
National Fuel Gas 1985 - June 1988
The Reserve Funds August 1981 - August 1983
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, System Testing, Requirements Gathering, Systems Analysis, SDLC, Software Project..., PMP, Integration, Business Process, IT Strategy, Business Process Design, Visio
Education
University at Buffalo 1983 — 1985
MBA, MIS
Binghamton University 1977 — 1981
BA, Political Science
Walter Fitzsimmons's Price Waterhouse Experience September 1979 - November 1987
Job Chief Financial Officer
Industry Commercial Real Estate
Experience
JC Resorts LLC February 2009 - Present
Mercury Companies, Inc. January 2005 - July 2008
PCG, Inc April 1998 - April 2003
JP Morgan November 1987 - February 1998
Price Waterhouse September 1979 - November 1987
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Boston College 1975 — 1979
BS, Business Administration
JC Resorts LLC February 2009 - Present
Mercury Companies, Inc. January 2005 - July 2008
PCG, Inc April 1998 - April 2003
JP Morgan November 1987 - February 1998
Price Waterhouse September 1979 - November 1987
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Boston College 1975 — 1979
BS, Business Administration
Gail Walter's Price Waterhouse Experience February 1984 - December 1987
Job Op Risk Mgmt at UBS
Industry Financial Services
David Rinkliff's Price Waterhouse Experience July 1982 - August 1986
Job Vice President & Senior Controller TIER REIT, CPA
Industry Real Estate
Experience
TIER REIT, Inc. September 2008 - Present
Thompson Realty Corp August 2006 - September 2008
Prentiss Properties August 1986 - June 2006
Price Waterhouse July 1982 - August 1986
Education
Bob Jones University 1978 — 1982
Bachelor's degree, Accounting and Liberal Arts
TIER REIT, Inc. September 2008 - Present
Thompson Realty Corp August 2006 - September 2008
Prentiss Properties August 1986 - June 2006
Price Waterhouse July 1982 - August 1986
Education
Bob Jones University 1978 — 1982
Bachelor's degree, Accounting and Liberal Arts
Jeff Darlington, CPA's Price Waterhouse Experience January 1993 - June 1995
Job Executive Vice President & Chief Financial Officer at Wintrust Commercial Finance
Industry Financial Services
Experience
Wintrust Commercial Finance April 2015 - Present
AIG December 2007 - April 2015
CIT March 2006 - December 2007
CIT May 2004 - March 2006
ORIX January 2002 - May 2004
CitiCapital June 1995 - January 2002
Price Waterhouse January 1993 - June 1995
KPMG Peat Marwick May 1989 - January 1993
Skills
Finance, Financial Analysis, Strategic Financial..., Financial Services, Credit, Credit Analysis, Portfolio Management, Credit Risk, Financial Modeling, Underwriting, Auditing, Risk Management, Commercial Lending, Financial Risk, Loans, Corporate Finance, Banking, Due Diligence, Board of Directors..., Commercial Leasing, Corporate Tax, Cross-border..., Cross-functional Team..., Asset-backed..., US GAAP, Financial Accounting, Management Accounting, Accounting Applications, Management Consulting, Re-engineering Projects, SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Internal Controls, Financial Planning
Education
Baylor University - Hankamer School of Business 1984 — 1989
BBA, Accounting and Information Systems
Wintrust Commercial Finance April 2015 - Present
AIG December 2007 - April 2015
CIT March 2006 - December 2007
CIT May 2004 - March 2006
ORIX January 2002 - May 2004
CitiCapital June 1995 - January 2002
Price Waterhouse January 1993 - June 1995
KPMG Peat Marwick May 1989 - January 1993
Skills
Finance, Financial Analysis, Strategic Financial..., Financial Services, Credit, Credit Analysis, Portfolio Management, Credit Risk, Financial Modeling, Underwriting, Auditing, Risk Management, Commercial Lending, Financial Risk, Loans, Corporate Finance, Banking, Due Diligence, Board of Directors..., Commercial Leasing, Corporate Tax, Cross-border..., Cross-functional Team..., Asset-backed..., US GAAP, Financial Accounting, Management Accounting, Accounting Applications, Management Consulting, Re-engineering Projects, SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Internal Controls, Financial Planning
Education
Baylor University - Hankamer School of Business 1984 — 1989
BBA, Accounting and Information Systems
Mike Alfieri's Price Waterhouse Experience 1988 - 1989
Job Corporate Controller at Merrimack Pharmateuticals, Inc.
Industry Pharmaceuticals
Experience
Merrimack Pharmateuticals, Inc. July 2014 - Present
Anika Therapeutics September 2010 - July 2014
Candela Corporation January 2007 - September 2010
Parametric Technology Corporation January 2005 - January 2007
3Com 2004 - 2004
American Tower 1999 - 2004
Leydon & Gallagher, 1989 - 1998
Price Waterhouse 1988 - 1989
Skills
SEC filings, Accounting, General Ledger, Auditing, Tax, Management, Accounts Payable, Internal Audit, Payroll, Financial Reporting, Consolidation, SEC Filings, Forecasting, Financial Statements, Sarbanes-Oxley Act
Education
Bentley University 1991 — 1996
MS, Taxation
Bentley University 1987 — 1988
BS, Accountancy
University of Massachusetts, Amherst
Merrimack Pharmateuticals, Inc. July 2014 - Present
Anika Therapeutics September 2010 - July 2014
Candela Corporation January 2007 - September 2010
Parametric Technology Corporation January 2005 - January 2007
3Com 2004 - 2004
American Tower 1999 - 2004
Leydon & Gallagher, 1989 - 1998
Price Waterhouse 1988 - 1989
Skills
SEC filings, Accounting, General Ledger, Auditing, Tax, Management, Accounts Payable, Internal Audit, Payroll, Financial Reporting, Consolidation, SEC Filings, Forecasting, Financial Statements, Sarbanes-Oxley Act
Education
Bentley University 1991 — 1996
MS, Taxation
Bentley University 1987 — 1988
BS, Accountancy
University of Massachusetts, Amherst
Daniel Orchant's Price Waterhouse Experience 1990 - 1997
Job Partner at KPMG
Industry Accounting
Experience
KPMG 1998 - Present
KPMG 1997 - 2011
Price Waterhouse 1990 - 1997
Skills
Expatriate Tax, Tax, International Tax, Tax Research, Income Tax, Corporate Tax, CPA, Tax Law, Big 4, Tax Accounting, US Tax, Tax Returns, Tax Preparation, Expatriate Management, Tax Advisory, High Net Worth...
Education
State University of New York at Binghamton 1973 — 1977
BA
Mac Arthur High School 1969 — 1973
KPMG 1998 - Present
KPMG 1997 - 2011
Price Waterhouse 1990 - 1997
Skills
Expatriate Tax, Tax, International Tax, Tax Research, Income Tax, Corporate Tax, CPA, Tax Law, Big 4, Tax Accounting, US Tax, Tax Returns, Tax Preparation, Expatriate Management, Tax Advisory, High Net Worth...
Education
State University of New York at Binghamton 1973 — 1977
BA
Mac Arthur High School 1969 — 1973
Carole Rein's Price Waterhouse Experience 1987 - 2002
Job teacher, tutor at Landmark School
Industry Education Management
Experience
Landmark School September 2006 - Present
Price Waterhouse 1987 - 2002
Skills
Personal Life Coach, Study Skills Tutor, Math Tutor, Special Education, Study Skills, Curriculum Development, Lesson Planning, Psychology, Curriculum Design, Leadership Development, Tutoring, Teaching, Higher Education, Literacy, Classroom, Public Speaking, Community Outreach, Nonprofits, Program Development
Education
Simmons College 2006 — 2010
Master of Science, Special Education
Harvard University 2002 — 2005
Master of Arts, Psychology
Bloomsburg University of Pennsylvania 1977 — 1981
Bachelor of Science, Physics and Math
Landmark School September 2006 - Present
Price Waterhouse 1987 - 2002
Skills
Personal Life Coach, Study Skills Tutor, Math Tutor, Special Education, Study Skills, Curriculum Development, Lesson Planning, Psychology, Curriculum Design, Leadership Development, Tutoring, Teaching, Higher Education, Literacy, Classroom, Public Speaking, Community Outreach, Nonprofits, Program Development
Education
Simmons College 2006 — 2010
Master of Science, Special Education
Harvard University 2002 — 2005
Master of Arts, Psychology
Bloomsburg University of Pennsylvania 1977 — 1981
Bachelor of Science, Physics and Math
Nili Finger's Price Waterhouse Experience October 1986 - April 1995
Job Real Estate Salesperson at Daniel Gale Sotheby’s International Realty
Industry Consumer Services
Experience
Daniel Gale Sotheby’s International Realty December 2013 - Present
Satovsky Asset Management April 2010 - December 2013
Nili Finger May 2009 - April 2010
Adecco Staffing July 2000 - April 2009
Adecco 2000 - 2009
Siemens May 1998 - March 2000
Bank of America February 1996 - May 1998
Price Waterhouse October 1986 - April 1995
PricewaterhouseCoopers 1986 - 1995
Skills
Accounting, Auditing, Finance, Process Improvement, Business Process..., Sarbanes-Oxley Act, Tax, Business Process, SAP, Internal Audit, Corporate Tax, General Ledger, Management, Payroll, Due Diligence, GAAP, Forecasting, Internal Controls, Training, Hyperion Enterprise, US GAAP, Income Tax, Cross-functional Team..., Account Reconciliation, Employee Benefits, Financial Reporting, Financial Analysis, Strategy, Sarbanes-Oxley, PeopleSoft, Integration, Access, Financial Accounting
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
Daniel Gale Sotheby’s International Realty December 2013 - Present
Satovsky Asset Management April 2010 - December 2013
Nili Finger May 2009 - April 2010
Adecco Staffing July 2000 - April 2009
Adecco 2000 - 2009
Siemens May 1998 - March 2000
Bank of America February 1996 - May 1998
Price Waterhouse October 1986 - April 1995
PricewaterhouseCoopers 1986 - 1995
Skills
Accounting, Auditing, Finance, Process Improvement, Business Process..., Sarbanes-Oxley Act, Tax, Business Process, SAP, Internal Audit, Corporate Tax, General Ledger, Management, Payroll, Due Diligence, GAAP, Forecasting, Internal Controls, Training, Hyperion Enterprise, US GAAP, Income Tax, Cross-functional Team..., Account Reconciliation, Employee Benefits, Financial Reporting, Financial Analysis, Strategy, Sarbanes-Oxley, PeopleSoft, Integration, Access, Financial Accounting
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting and Finance
Tom Kinsley's Price Waterhouse Experience 1980 - 1985
Job Finance Executive
Industry Information Services
Experience
IMS Health September 2011 - Present
The Nielsen Company 2007 - June 2011
Genworth Financial 2004 - 2007
GE Asset Management 2002 - 2004
GE Capital 1993 - 2002
IBM 1985 - 1993
Price Waterhouse 1980 - 1985
Education
Bentley University 1977 — 1980
BS, Accounting
IMS Health September 2011 - Present
The Nielsen Company 2007 - June 2011
Genworth Financial 2004 - 2007
GE Asset Management 2002 - 2004
GE Capital 1993 - 2002
IBM 1985 - 1993
Price Waterhouse 1980 - 1985
Education
Bentley University 1977 — 1980
BS, Accounting
Tony Viola's Price Waterhouse Experience June 1985 - October 1989
Job SVP Global Tax at Laureate Education
Industry Education Management
Experience
Laureate Education September 2006 - Present
SODEXO (former SODEXHO) August 1993 - August 2006
Daka October 1989 - August 1993
Price Waterhouse June 1985 - October 1989
Skills
CPA, Corporate Tax, Tax, International Tax, Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting
Education
Bentley University 1981 — 1983
BS Accountancy, Accounting
Laureate Education September 2006 - Present
SODEXO (former SODEXHO) August 1993 - August 2006
Daka October 1989 - August 1993
Price Waterhouse June 1985 - October 1989
Skills
CPA, Corporate Tax, Tax, International Tax, Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting
Education
Bentley University 1981 — 1983
BS Accountancy, Accounting
Scott Klosterman's Price Waterhouse Experience August 1980 - May 1984
Job PerformanceDriven Executive with Expertise Spearheading Turnarounds, Integrations & Change Management
Industry Medical Devices
Experience
Hanger, Inc. June 2010 - July 2015
Scott Klosterman Business Advisory Services January 2009 - May 2010
Biodex Medical Systems May 2009 - December 2009
Chattanooga Group, a division of DJO Global, Inc. June 2003 - December 2008
Chattanooga Group March 1994 - May 2003
Stryker October 1991 - February 1994
Viking Yacht Company June 1984 - September 1991
Price Waterhouse August 1980 - May 1984
Skills
Cross-functional Team..., Management, Medical Devices, Mergers & Acquisitions, Strategic Planning, Leadership, Financial Analysis, Mergers, Healthcare, Finance, Product Development, Product Launch, Change Management, Accounting, Sales Management, Sales, Capital Equipment, Process Improvement, New Business Development, Manufacturing, Start-ups, Orthopedics, P&L Management, Business Strategy, Turnaround Strategy, Revenue Growth, Negotiation, Cost Control, Multi-Site Operations, R&D Acceleration, New Product Launch, Profit Growth, Regulatory Affairs, International Sales, Lean Manufacturing, Materials Management, Culture Change, Performance Management, Go-to-market Strategy, Due Diligence, Distribution Network..., Quality Improvement, Executive Coaching, Executive Management
Education
Baylor University - Hankamer School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
University of Delaware 1976 — 1980
BS, Accounting
Hanger, Inc. June 2010 - July 2015
Scott Klosterman Business Advisory Services January 2009 - May 2010
Biodex Medical Systems May 2009 - December 2009
Chattanooga Group, a division of DJO Global, Inc. June 2003 - December 2008
Chattanooga Group March 1994 - May 2003
Stryker October 1991 - February 1994
Viking Yacht Company June 1984 - September 1991
Price Waterhouse August 1980 - May 1984
Skills
Cross-functional Team..., Management, Medical Devices, Mergers & Acquisitions, Strategic Planning, Leadership, Financial Analysis, Mergers, Healthcare, Finance, Product Development, Product Launch, Change Management, Accounting, Sales Management, Sales, Capital Equipment, Process Improvement, New Business Development, Manufacturing, Start-ups, Orthopedics, P&L Management, Business Strategy, Turnaround Strategy, Revenue Growth, Negotiation, Cost Control, Multi-Site Operations, R&D Acceleration, New Product Launch, Profit Growth, Regulatory Affairs, International Sales, Lean Manufacturing, Materials Management, Culture Change, Performance Management, Go-to-market Strategy, Due Diligence, Distribution Network..., Quality Improvement, Executive Coaching, Executive Management
Education
Baylor University - Hankamer School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
University of Delaware 1976 — 1980
BS, Accounting
H. Roy Touchy's Price Waterhouse Experience 1979 - 1983
Job Vice President of Tax at Goodman Manufacturing
Industry Mechanical or Industrial Engineering
Experience
Goodman Manufacturing May 2009 - Present
CEMEX December 2005 - May 2009
Compaq Computer Corporation 1988 - 2003
Price Waterhouse 1979 - 1983
Skills
Sarbanes-Oxley Act, Tax, Financial Reporting, Auditing, Income Tax, SEC filings, Tax Research, Internal Controls, GAAP, Accounting, Tax Accounting, US GAAP, Finance, International Tax, Cost Accounting, Tax Law, Budgets
Education
Baylor University - Hankamer School of Business 1975 — 1979
BBA, Accounting
Goodman Manufacturing May 2009 - Present
CEMEX December 2005 - May 2009
Compaq Computer Corporation 1988 - 2003
Price Waterhouse 1979 - 1983
Skills
Sarbanes-Oxley Act, Tax, Financial Reporting, Auditing, Income Tax, SEC filings, Tax Research, Internal Controls, GAAP, Accounting, Tax Accounting, US GAAP, Finance, International Tax, Cost Accounting, Tax Law, Budgets
Education
Baylor University - Hankamer School of Business 1975 — 1979
BBA, Accounting
Calmin Levis's Price Waterhouse Experience IT Recruitment ConsultantGemteqMarch 1998 - June 2005
Job Consultant at Price Waterhouse
Industry Staffing and Recruiting
Experience
Price Waterhouse IT Recruitment ConsultantGemteqMarch 1998 - June 2005
Education
Bond University 1990 — 1995
Commerce, Marketing
Price Waterhouse IT Recruitment ConsultantGemteqMarch 1998 - June 2005
Education
Bond University 1990 — 1995
Commerce, Marketing
Dennis Potter's Price Waterhouse Experience 1980 - 1987
Job Chief Financial Officer at Amerigen Pharmaceuticals
Industry Pharmaceuticals
Experience
Amerigen Pharmaceuticals July 2012 - October 2013
GeneraMedix 2004 - July 2012
Baxter 1998 - 2004
The BOC Group 1987 - 1998
Price Waterhouse 1980 - 1987
Education
Binghamton University - School of Management 1976 — 1980
BS Accounting, Accounting
Amerigen Pharmaceuticals July 2012 - October 2013
GeneraMedix 2004 - July 2012
Baxter 1998 - 2004
The BOC Group 1987 - 1998
Price Waterhouse 1980 - 1987
Education
Binghamton University - School of Management 1976 — 1980
BS Accounting, Accounting
Barbara Bloom's Price Waterhouse Experience April 2006 - June 2007
Job Senior Consultant at Optum
Industry Health, Wellness and Fitness
Experience
Optum August 2013 - Present
Deloitte & Touche May 2011 - August 2013
Maxim Healthcare Services 2010 - 2011
Palisades Medical Center February 2009 - July 2010
B & L Consulting June 2007 - January 2009
Price Waterhouse April 2006 - June 2007
HP3 2005 - 2006
Skills
Revenue Cycle, Management Consulting, Auditing, Healthcare, Process Improvement, Excel, Business Process..., Healthcare Management, Medical Coding, Healthcare Information..., Performance Improvement, Hospitals, Healthcare Industry, ICD-10, Internal Audit, Medical Billing, EHR, HIPAA, Healthcare Consulting, EMR, Epic Systems, Microsoft Excel, Medicare, Practice Management, Informatics, Managed Care, Quality Improvement, HL7, Medicaid
Education
Baruch College-Mt. Sinai School o Medicine 1975 — 1979
MBA, Health Care Administration
Cornell University-New York Hospital School of Nursing 1967 — 1970
BSN, Nursing
Optum August 2013 - Present
Deloitte & Touche May 2011 - August 2013
Maxim Healthcare Services 2010 - 2011
Palisades Medical Center February 2009 - July 2010
B & L Consulting June 2007 - January 2009
Price Waterhouse April 2006 - June 2007
HP3 2005 - 2006
Skills
Revenue Cycle, Management Consulting, Auditing, Healthcare, Process Improvement, Excel, Business Process..., Healthcare Management, Medical Coding, Healthcare Information..., Performance Improvement, Hospitals, Healthcare Industry, ICD-10, Internal Audit, Medical Billing, EHR, HIPAA, Healthcare Consulting, EMR, Epic Systems, Microsoft Excel, Medicare, Practice Management, Informatics, Managed Care, Quality Improvement, HL7, Medicaid
Education
Baruch College-Mt. Sinai School o Medicine 1975 — 1979
MBA, Health Care Administration
Cornell University-New York Hospital School of Nursing 1967 — 1970
BSN, Nursing
Jorge Delgado's Price Waterhouse Experience June 1991 - February 1993
Job Searching for Position in Treasury
Industry Oil & Energy
Experience
Carrizo Oil & Gas, Inc. December 2004 - August 2014
Harken Energy Corporation August 1999 - December 2004
IKON Document Services March 1998 - August 1999
R.J. Gallagher Company January 1995 - March 1998
Westlake Group February 1993 - June 1995
Price Waterhouse June 1991 - February 1993
Skills
Cash Management, Risk Management, Accounting, Natural Gas, Due Diligence, Forecasting, Energy, Finance, Internal Controls, Microsoft Office, Sarbanes-Oxley Act, Treasury Management, Process Improvement, Petroleum, Mergers & Acquisitions, GAAP, Contract Management, Treasury, Variance Analysis, Team Building, Leadership, Motivation, Communication, Cash Flow Forecasting, Analysis, Hedging, Oil & Gas Accounting, Spreadsheets, Account Reconciliation, Upstream, Enertia
Education
University of Houston, C.T. Bauer College of Business 1991 — 1992
MSA, Accounting
Baylor University - Hankamer School of Business 1980 — 1985
BBA, Marketing and Management
Klein High School
Carrizo Oil & Gas, Inc. December 2004 - August 2014
Harken Energy Corporation August 1999 - December 2004
IKON Document Services March 1998 - August 1999
R.J. Gallagher Company January 1995 - March 1998
Westlake Group February 1993 - June 1995
Price Waterhouse June 1991 - February 1993
Skills
Cash Management, Risk Management, Accounting, Natural Gas, Due Diligence, Forecasting, Energy, Finance, Internal Controls, Microsoft Office, Sarbanes-Oxley Act, Treasury Management, Process Improvement, Petroleum, Mergers & Acquisitions, GAAP, Contract Management, Treasury, Variance Analysis, Team Building, Leadership, Motivation, Communication, Cash Flow Forecasting, Analysis, Hedging, Oil & Gas Accounting, Spreadsheets, Account Reconciliation, Upstream, Enertia
Education
University of Houston, C.T. Bauer College of Business 1991 — 1992
MSA, Accounting
Baylor University - Hankamer School of Business 1980 — 1985
BBA, Marketing and Management
Klein High School
Dale Ribaudo's Price Waterhouse Experience August 1979 - December 1983
Job SVP Sales and Administration at The Hermitage Club
Industry Recreational Facilities and Services
Experience
The Hermitage Club May 2013 - Present
FM Facility Maintenance July 2005 - October 2012
Family Meds Group, Inc. November 2000 - June 2005
Dexter Corporation December 1983 - September 2000
Price Waterhouse August 1979 - December 1983
Skills
Facilities Management, Financial Analysis, Budgets, Forecasting, Managerial Finance, Mergers, Financial Modeling, Cash Management, Financial Reporting, Capital Budgeting, Accounting, Due Diligence
Education
Rensselaer Polytechnic Institute at Hartford 1986 — 1988
MS, Finance
Bentley University 1975 — 1979
BS, Accounting
The Hermitage Club May 2013 - Present
FM Facility Maintenance July 2005 - October 2012
Family Meds Group, Inc. November 2000 - June 2005
Dexter Corporation December 1983 - September 2000
Price Waterhouse August 1979 - December 1983
Skills
Facilities Management, Financial Analysis, Budgets, Forecasting, Managerial Finance, Mergers, Financial Modeling, Cash Management, Financial Reporting, Capital Budgeting, Accounting, Due Diligence
Education
Rensselaer Polytechnic Institute at Hartford 1986 — 1988
MS, Finance
Bentley University 1975 — 1979
BS, Accounting
Richard Botticelli's Price Waterhouse Experience August 1976 - January 1990
Job Finance Professional, CPA
Industry Biotechnology
Experience
Life Technologies ( formerly Applied Biosystems ) February 1992 - September 2009
Grant Thornton February 1990 - February 1992
Price Waterhouse August 1976 - January 1990
Education
Boston College 1972 — 1976
B.S. Accounting
Life Technologies ( formerly Applied Biosystems ) February 1992 - September 2009
Grant Thornton February 1990 - February 1992
Price Waterhouse August 1976 - January 1990
Education
Boston College 1972 — 1976
B.S. Accounting
Stan Ninemire's Price Waterhouse Experience January 1977 - January 1980
Job Accounting Professional
Industry Accounting
Experience
Self Employed January 2005 - Present
Tandy Brands Accessories, Inc January 2003 - January 2005
Tandy Brands Accessories January 1997 - January 2003
Practitioners Publishing Company January 1995 - January 1997
Tandy Brands Accessories, Inc January 1990 - January 1995
The Bombay Company January 1985 - January 1990
Various Oil & Gas Companies January 1980 - January 1985
Price Waterhouse January 1977 - January 1980
Skills
Mergers & Acquisitions, Accounting, Financial Accounting, Budgets, Management, Account Management, Mergers, Forecasting, Strategic Planning, Due Diligence, Finance, Risk Management, Auditing, Leadership, Strategy, Executive Management, Internal Audit, Financial Analysis, Business Development
Education
University of North Texas 1974 — 1977
BBA, Accounting and Information Systems
Baylor University 1973 — 1974
Self Employed January 2005 - Present
Tandy Brands Accessories, Inc January 2003 - January 2005
Tandy Brands Accessories January 1997 - January 2003
Practitioners Publishing Company January 1995 - January 1997
Tandy Brands Accessories, Inc January 1990 - January 1995
The Bombay Company January 1985 - January 1990
Various Oil & Gas Companies January 1980 - January 1985
Price Waterhouse January 1977 - January 1980
Skills
Mergers & Acquisitions, Accounting, Financial Accounting, Budgets, Management, Account Management, Mergers, Forecasting, Strategic Planning, Due Diligence, Finance, Risk Management, Auditing, Leadership, Strategy, Executive Management, Internal Audit, Financial Analysis, Business Development
Education
University of North Texas 1974 — 1977
BBA, Accounting and Information Systems
Baylor University 1973 — 1974
Gary Del Prato's Price Waterhouse Experience July 1976 - 1977
Job Corporate Tax Attorney
Industry Telecommunications
Experience
Adelphia Communications Corporation 2004 - March 2009
Adelphia Communications Corporation 1996 - 2003
Gary F. Del Prato, Esq. 1994 - 1996
Camperlino and Fatti Builders Inc. 1989 - 1994
IBM 1986 - 1989
IBM 1983 - 1986
IBM 1977 - 1983
Price Waterhouse July 1976 - 1977
Education
Pace University School of Law 1980 — 1984
JD
Pace University - Lubin School of Business 1978 — 1980
MBA
Binghamton University - School of Management 1975 — 1976
MS
Binghamton University - School of Management 1971 — 1975
BS
Adelphia Communications Corporation 2004 - March 2009
Adelphia Communications Corporation 1996 - 2003
Gary F. Del Prato, Esq. 1994 - 1996
Camperlino and Fatti Builders Inc. 1989 - 1994
IBM 1986 - 1989
IBM 1983 - 1986
IBM 1977 - 1983
Price Waterhouse July 1976 - 1977
Education
Pace University School of Law 1980 — 1984
JD
Pace University - Lubin School of Business 1978 — 1980
MBA
Binghamton University - School of Management 1975 — 1976
MS
Binghamton University - School of Management 1971 — 1975
BS
Ann Suny's Price Waterhouse Experience 1989 - 1993
Job Director Accountable Care Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital April 2012 - Present
AWS Consulting March 2003 - April 2011
Winchester Highland Management/KOS Technologies 1995 - 2000
Winchester Hospital 1995 - 1997
Ernst & Young 1993 - 1995
Price Waterhouse 1989 - 1993
Internships 1984 - 1993
Education
Boston University Graduate School of Management
MBA, Healthcare Management
Northeastern University
BSBA, Finance and Accounting
Boston Children's Hospital April 2012 - Present
AWS Consulting March 2003 - April 2011
Winchester Highland Management/KOS Technologies 1995 - 2000
Winchester Hospital 1995 - 1997
Ernst & Young 1993 - 1995
Price Waterhouse 1989 - 1993
Internships 1984 - 1993
Education
Boston University Graduate School of Management
MBA, Healthcare Management
Northeastern University
BSBA, Finance and Accounting
Anil Nagar's Price Waterhouse Experience December 1980 - February 1984
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
A & R Consultants March 2006 - June 2012
Mphasis Corporation January 2002 - February 2005
PricewaterhouseCoopers April 1997 - December 2001
Orion Software Technologies April 1995 - February 1997
A.F. Ferguson & company March 1984 - February 1989
Price Waterhouse December 1980 - February 1984
Administrative Staff College of India August 1975 - November 1980
Tata Consultancy Services December 1970 - June 1975
Skills
Leadership Skills, Communication Skills, Interpersonal Skill, IT Strategy Planning, Process Improvement, Manage Client..., Training & Development, Leadership, Business Development, CRM, Consulting, Employee Training, Strategic Planning, Team Management
Education
University of Southern California 1968 — 1970
Master of Science, Computer Science
Birla Institute of Technology 1961 — 1965
B.Sc. Engineering, Mechanical. Engineering
A & R Consultants March 2006 - June 2012
Mphasis Corporation January 2002 - February 2005
PricewaterhouseCoopers April 1997 - December 2001
Orion Software Technologies April 1995 - February 1997
A.F. Ferguson & company March 1984 - February 1989
Price Waterhouse December 1980 - February 1984
Administrative Staff College of India August 1975 - November 1980
Tata Consultancy Services December 1970 - June 1975
Skills
Leadership Skills, Communication Skills, Interpersonal Skill, IT Strategy Planning, Process Improvement, Manage Client..., Training & Development, Leadership, Business Development, CRM, Consulting, Employee Training, Strategic Planning, Team Management
Education
University of Southern California 1968 — 1970
Master of Science, Computer Science
Birla Institute of Technology 1961 — 1965
B.Sc. Engineering, Mechanical. Engineering
Donald Wayne's Price Waterhouse Experience December 1990 - December 1992
Job Senior Vice President Tax at CPRS
Industry Accounting
Experience
Comprehensive Payment Recovery Service (CPRS) 1993 - Present
Price Waterhouse December 1990 - December 1992
Arthur Andersen & Co. June 1986 - November 1990
Idaho State Tax Commission June 1983 - August 1985
Skills
Business Strategy, Public Speaking, Entrepreneurship, Nonprofits, Strategic Planning, Analysis, Financial Analysis, Tax, Accounting, Internal Audit, Tax Advisory, Finance, Auditing, Tax Accounting, CPA, Financial Statements, Corporate Tax, Income Tax, Internal Controls
Education
University of Utah 1985 — 1986
MPrA, Accounting
Boise State University 1978 — 1983
BBA, Accounting and Finance
Comprehensive Payment Recovery Service (CPRS) 1993 - Present
Price Waterhouse December 1990 - December 1992
Arthur Andersen & Co. June 1986 - November 1990
Idaho State Tax Commission June 1983 - August 1985
Skills
Business Strategy, Public Speaking, Entrepreneurship, Nonprofits, Strategic Planning, Analysis, Financial Analysis, Tax, Accounting, Internal Audit, Tax Advisory, Finance, Auditing, Tax Accounting, CPA, Financial Statements, Corporate Tax, Income Tax, Internal Controls
Education
University of Utah 1985 — 1986
MPrA, Accounting
Boise State University 1978 — 1983
BBA, Accounting and Finance
Ann Markus's Price Waterhouse Experience July 1982 - July 1987
Job AVPAccounting at Gentiva Health Services
Industry Hospital & Health Care
Experience
Gentiva Health Services January 2014 - Present
Gentiva Health Services October 1987 - December 2013
Price Waterhouse July 1982 - July 1987
Skills
Medicare, Healthcare Management, Medicaid, HIPAA, Home Care, Healthcare Industry, Managed Care, Revenue Cycle, Medical Billing, Physician Relations, Healthcare Consulting, Medicare/Medicaid..., Healthcare, Team Building, Hospitals, Physicians
Education
Benedictine College 1978 — 1982
Bachelor's, Accounting & Business Administration
Gentiva Health Services January 2014 - Present
Gentiva Health Services October 1987 - December 2013
Price Waterhouse July 1982 - July 1987
Skills
Medicare, Healthcare Management, Medicaid, HIPAA, Home Care, Healthcare Industry, Managed Care, Revenue Cycle, Medical Billing, Physician Relations, Healthcare Consulting, Medicare/Medicaid..., Healthcare, Team Building, Hospitals, Physicians
Education
Benedictine College 1978 — 1982
Bachelor's, Accounting & Business Administration
Judy Webber's Price Waterhouse Experience January 1982 - January 1986
Job Administrative Coordinator at Beth Israel Deaconess Medical Center
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Medical Center August 2014 - Present
New England WebCenters January 2001 - Present
Norwell Executive Center August 2011 - July 2014
Madison James & Company March 2008 - July 2009
The Colonial Group January 1986 - January 1992
Price Waterhouse January 1982 - January 1986
Education
Boston College 1978 — 1982
Bachelor of Science, Accounting
Beth Israel Deaconess Medical Center August 2014 - Present
New England WebCenters January 2001 - Present
Norwell Executive Center August 2011 - July 2014
Madison James & Company March 2008 - July 2009
The Colonial Group January 1986 - January 1992
Price Waterhouse January 1982 - January 1986
Education
Boston College 1978 — 1982
Bachelor of Science, Accounting
Todd Skrinar's Price Waterhouse Experience 1992 - 1999
Job Partner at EY
Industry Biotechnology
Experience
EY October 2012 - Present
IBM January 2007 - September 2012
Unisys 2001 - 2006
IBM Global Business Services (PW, PwC) 1992 - 1999
Price Waterhouse 1992 - 1999
Skills
Management Consulting, Outsourcing, Business Transformation, IT Strategy, Business Intelligence, Project Portfolio..., Business Process..., Business Process..., Enterprise Architecture, Strategy, Business Process, PMO, Change Management, Program Management, ERP
Education
Boston University
EY October 2012 - Present
IBM January 2007 - September 2012
Unisys 2001 - 2006
IBM Global Business Services (PW, PwC) 1992 - 1999
Price Waterhouse 1992 - 1999
Skills
Management Consulting, Outsourcing, Business Transformation, IT Strategy, Business Intelligence, Project Portfolio..., Business Process..., Business Process..., Enterprise Architecture, Strategy, Business Process, PMO, Change Management, Program Management, ERP
Education
Boston University
James Goldstein's Price Waterhouse Experience 1993 - 1996
Job Assistant Professor at Canisius College
Industry Higher Education
Experience
Canisius College 2009 - Present
Syracuse University 2004 - 2009
M&T Bank 2001 - 2004
Lehman Brothers 1996 - 2001
Price Waterhouse 1993 - 1996
Education
Syracuse University 2004 — 2009
Doctor of Philosophy (PhD), Management Information Systems
New York University 1996 — 2001
Master of Business Administration (MBA), Finance and Economics
State University of New York at Binghamton 1989 — 1993
Bachelor's degree, Accounting
Canisius College 2009 - Present
Syracuse University 2004 - 2009
M&T Bank 2001 - 2004
Lehman Brothers 1996 - 2001
Price Waterhouse 1993 - 1996
Education
Syracuse University 2004 — 2009
Doctor of Philosophy (PhD), Management Information Systems
New York University 1996 — 2001
Master of Business Administration (MBA), Finance and Economics
State University of New York at Binghamton 1989 — 1993
Bachelor's degree, Accounting
Petter Wendel's Price Waterhouse Experience 1998 - 1998
Job Partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young 2008 - Present
Greystone 2005 - 2008
Dexia Global Structured Finance 2002 - 2005
PricewaterhouseCoopers 1998 - 2002
Price Waterhouse 1998 - 1998
Price Waterhouse 1996 - 1998
Price Waterhouse 1994 - 1996
Arthur Andersen 1992 - 1994
Arthur Andersen 1989 - 1991
Skills
Tax, Financial Analysis, Financial Reporting, SEC filings, Corporate Tax, International Tax, Due Diligence, Accounting, Income Tax, Mergers, US GAAP, Mergers & Acquisitions, Auditing, Internal Controls, Structured Finance, Corporate Finance, Tax Accounting, Capital Markets, Valuation, Private Equity, Financial Structuring
Education
New York University School of Law 1991 — 1992
Master of Laws (LL.M.), Taxation
Suffolk Law School 1986 — 1989
Doctor of Law (J.D.)
Boston College 1982 — 1986
Bachelor of Science (BS), Accounting
Auburn High School
Ernst & Young 2008 - Present
Greystone 2005 - 2008
Dexia Global Structured Finance 2002 - 2005
PricewaterhouseCoopers 1998 - 2002
Price Waterhouse 1998 - 1998
Price Waterhouse 1996 - 1998
Price Waterhouse 1994 - 1996
Arthur Andersen 1992 - 1994
Arthur Andersen 1989 - 1991
Skills
Tax, Financial Analysis, Financial Reporting, SEC filings, Corporate Tax, International Tax, Due Diligence, Accounting, Income Tax, Mergers, US GAAP, Mergers & Acquisitions, Auditing, Internal Controls, Structured Finance, Corporate Finance, Tax Accounting, Capital Markets, Valuation, Private Equity, Financial Structuring
Education
New York University School of Law 1991 — 1992
Master of Laws (LL.M.), Taxation
Suffolk Law School 1986 — 1989
Doctor of Law (J.D.)
Boston College 1982 — 1986
Bachelor of Science (BS), Accounting
Auburn High School
Lisa Leydon's Price Waterhouse Experience 1984 - 1986
Job Account Manager, State Health Systems at American Cancer Society
Industry Management Consulting
Experience
American Cancer Society August 2013 - Present
American Cancer Society 2012 - 2013
Sullivan and Cogliano 2012 - 2012
Adecco March 2008 - June 2010
Adecco April 2006 - March 2008
Embroid Me March 2006 - March 2007
Printer Support Corporation July 2003 - May 2006
POSITIVE IMAGE January 2000 - January 2006
Price Waterhouse 1984 - 1986
Skills
Leadership, Management, Sales, Contract Negotiation, Competitive Analysis, Recruiting, Healthcare, Public Health, Program Development, Nonprofits, Community Outreach, Fundraising
Education
Boston College - Carroll School of Management 1980 — 1984
Bachelor of Science, Accounting
American Cancer Society August 2013 - Present
American Cancer Society 2012 - 2013
Sullivan and Cogliano 2012 - 2012
Adecco March 2008 - June 2010
Adecco April 2006 - March 2008
Embroid Me March 2006 - March 2007
Printer Support Corporation July 2003 - May 2006
POSITIVE IMAGE January 2000 - January 2006
Price Waterhouse 1984 - 1986
Skills
Leadership, Management, Sales, Contract Negotiation, Competitive Analysis, Recruiting, Healthcare, Public Health, Program Development, Nonprofits, Community Outreach, Fundraising
Education
Boston College - Carroll School of Management 1980 — 1984
Bachelor of Science, Accounting
Manushka Barrett's Price Waterhouse Experience November 1994 - November 1997
Job at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2008 - Present
Marcum LLP January 2001 - September 2008
PwC January 1999 - October 1999
ERNST&YOUNG January 1997 - December 1998
Price Waterhouse November 1994 - November 1997
DELOITTE & TOUCHE September 1989 - October 1994
Skills
High Net Worth..., Tax, Tax Research, Individual Taxation, Tax Accounting, Financial Reporting, Financial Analysis, Accounting, Tax Preparation, Corporate Tax, GAAP, Auditing, Partnership Taxation, Income Tax, International Taxation
Education
Baruch College 1983 — 1989
BS, Accountancy
Marcum LLP September 2008 - Present
Marcum LLP January 2001 - September 2008
PwC January 1999 - October 1999
ERNST&YOUNG January 1997 - December 1998
Price Waterhouse November 1994 - November 1997
DELOITTE & TOUCHE September 1989 - October 1994
Skills
High Net Worth..., Tax, Tax Research, Individual Taxation, Tax Accounting, Financial Reporting, Financial Analysis, Accounting, Tax Preparation, Corporate Tax, GAAP, Auditing, Partnership Taxation, Income Tax, International Taxation
Education
Baruch College 1983 — 1989
BS, Accountancy
Richard Maida's Price Waterhouse Experience July 1974 - July 1978
Job Owner, Maida &Maida CPA's
Industry Accounting
Experience
SOMADCAPT RACING STABLE February 1997 - Present
Maida &Maida CPA's 1978 - Present
PRICE WATERHOUSE July 1974 - July 1978
Skills
Asset Managment, Financial Analysis, Microsoft Word, Microsoft Excel, Investments
Education
Boston College 1970 — 1974
BS, ACCOUNTING
SOMADCAPT RACING STABLE February 1997 - Present
Maida &Maida CPA's 1978 - Present
PRICE WATERHOUSE July 1974 - July 1978
Skills
Asset Managment, Financial Analysis, Microsoft Word, Microsoft Excel, Investments
Education
Boston College 1970 — 1974
BS, ACCOUNTING
David Keenan's Price Waterhouse Experience 1997 - 1998
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
UBS AG 2005 - 2012
Barclays Capital 2000 - 2005
Fleet Financial Group 1998 - 2000
Price Waterhouse 1997 - 1998
Federal Reserve Bank of Boston 1990 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1990
Master of Science (MS), Finance
University of Massachusetts Lowell 1985 — 1989
BS, Finance
Morgan Stanley September 2012 - Present
UBS AG 2005 - 2012
Barclays Capital 2000 - 2005
Fleet Financial Group 1998 - 2000
Price Waterhouse 1997 - 1998
Federal Reserve Bank of Boston 1990 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1990
Master of Science (MS), Finance
University of Massachusetts Lowell 1985 — 1989
BS, Finance