Price Waterhouse
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Price Waterhouse Employees
Employee
Years
Job
Industry
Chip Voneiff Chip Voneiff's Price Waterhouse Experience May 1976 - July 2012
Job Retired Partner From PricewaterhouseCoopers LLP
Industry Financial Services
Experience
PricewaterhouseCoopers LLP May 1976 - July 2012
Price Waterhouse May 1976 - July 2012
Skills
Accounting, Asset Management, Mergers, Private Equity, Financial Reporting, Risk Management, Due Diligence, Hedge Funds, Mutual Funds, SEC reporting, Asset Managment, SEC filings, Financial Accounting, US GAAP, Investment Management, Internal Controls, CPA, Business Valuation, IFRS, Mergers & Acquisitions, Assurance, Sarbanes-Oxley Act, GAAP, Alternative Investments, IPO, Corporate Governance, External Audit, Auditing, Big 4, Valuation, Restructuring, Financial Modeling, Tax, Financial Analysis, Corporate Finance, Sarbanes-Oxley, Enterprise Risk...
Education
University of Richmond - Robins School of Business 1972 — 1976
BS-Business Administration, Accounting & Finance, Graduated With Honors
PricewaterhouseCoopers LLP May 1976 - July 2012
Price Waterhouse May 1976 - July 2012
Skills
Accounting, Asset Management, Mergers, Private Equity, Financial Reporting, Risk Management, Due Diligence, Hedge Funds, Mutual Funds, SEC reporting, Asset Managment, SEC filings, Financial Accounting, US GAAP, Investment Management, Internal Controls, CPA, Business Valuation, IFRS, Mergers & Acquisitions, Assurance, Sarbanes-Oxley Act, GAAP, Alternative Investments, IPO, Corporate Governance, External Audit, Auditing, Big 4, Valuation, Restructuring, Financial Modeling, Tax, Financial Analysis, Corporate Finance, Sarbanes-Oxley, Enterprise Risk...
Education
University of Richmond - Robins School of Business 1972 — 1976
BS-Business Administration, Accounting & Finance, Graduated With Honors
Joan Swartz Joan Swartz's Price Waterhouse Experience 1993 - 1997
Job Independent SAP Technical Architect and Lead ABAP/4 Developer and NonProfit Board Member
Industry Information Technology and Services
Experience
ArthroCare Corporation April 2013 - May 2014
Dell Services October 2007 - April 2013
Dell April 2007 - October 2007
Perot Systems June 1998 - April 2007
Andersen Consulting March 1997 - June 1998
Price Waterhouse 1993 - 1997
Skills
IT Strategy, SAP R/3, ABAP, SAP Workflow, EDI, Integration, Management Consulting, SAPScript, Smartforms, SAP Netweaver, SAP, ABAP Web Dynpro, ABAP-OO, SAP ERP, Strategy, Management, SAP Implementation
Education
University of Pennsylvania 1984 — 1988
BSE, Mechanical Engineering
Pace Academy
ArthroCare Corporation April 2013 - May 2014
Dell Services October 2007 - April 2013
Dell April 2007 - October 2007
Perot Systems June 1998 - April 2007
Andersen Consulting March 1997 - June 1998
Price Waterhouse 1993 - 1997
Skills
IT Strategy, SAP R/3, ABAP, SAP Workflow, EDI, Integration, Management Consulting, SAPScript, Smartforms, SAP Netweaver, SAP, ABAP Web Dynpro, ABAP-OO, SAP ERP, Strategy, Management, SAP Implementation
Education
University of Pennsylvania 1984 — 1988
BSE, Mechanical Engineering
Pace Academy
Russ Doll Russ Doll's Price Waterhouse Experience 1983 - 1994
Job Chief Financial Officer at The HAVI Group LP
Industry Logistics and Supply Chain
Experience
The HAVI Group LP August 2012 - Present
ARYZTA/Fresh Start Bakeries, Inc. January 2011 - May 2012
FSB Global Holdings, Inc./Fresh Start Bakeries, Inc. January 2006 - January 2011
Bell Industries, Inc. April 1998 - September 2005
Predelivery Service Corporation October 1994 - April 1998
Price Waterhouse 1983 - 1994
Skills
Management, Business Strategy, Corporate Finance, Forecasting, Financial Reporting, Supply Chain Management, Strategic Planning, Managerial Finance, Strategy, Financial Modeling, Supply Chain, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Accounting, Financial Analysis, Operations Management, Internal Controls, Financial Accounting, Change Management
Education
University of Southern California
Bachelor’s Degree, Business Administration - Accounting
The HAVI Group LP August 2012 - Present
ARYZTA/Fresh Start Bakeries, Inc. January 2011 - May 2012
FSB Global Holdings, Inc./Fresh Start Bakeries, Inc. January 2006 - January 2011
Bell Industries, Inc. April 1998 - September 2005
Predelivery Service Corporation October 1994 - April 1998
Price Waterhouse 1983 - 1994
Skills
Management, Business Strategy, Corporate Finance, Forecasting, Financial Reporting, Supply Chain Management, Strategic Planning, Managerial Finance, Strategy, Financial Modeling, Supply Chain, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Accounting, Financial Analysis, Operations Management, Internal Controls, Financial Accounting, Change Management
Education
University of Southern California
Bachelor’s Degree, Business Administration - Accounting
Tony Spagnola Tony Spagnola's Price Waterhouse Experience September 1996 - September 1998
Job CFO at Quanta Power Generation, Inc.
Industry Construction
Experience
Quanta Power, Inc. - a Quanta Services Company February 2009 - Present
Golden State Utility Company - a Quanta Services Company February 2009 - March 2010
SelectBuild December 2005 - December 2008
SelectBuild December 2003 - December 2005
Deloitte & Touche 1998 - 2003
Price Waterhouse September 1996 - September 1998
JMT Homes May 1988 - August 1995
Timberland Supply Co May 1991 - August 1993
Westinghouse Electric Company September 1985 - January 1990
Skills
Process Improvement, Strategic Planning, Financial Analysis, Forecasting, Construction, Mergers, Risk Management, Operations Management, Team Building, Financial Reporting, Cost Accounting, Business Process..., Construction Management, Business Strategy, Process Scheduler, Budgets, Cross-functional Team..., Project Planning, Mergers & Acquisitions, Negotiation, Analysis, Due Diligence, Leadership, Accounting, Cost Management, Project Management, Business Development, Managerial Finance, Change Management, Human Resources, Program Management, Finance, Team Leadership, Business Planning, Executive Management, Energy, Strategy, Management Consulting, Financial Modeling, Start-ups
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1996
MBA, Business
University of Pittsburgh 1987 — 1990
MS, Mechanical Engineering
University of Pittsburgh 1981 — 1985
BS, Mechanical Engineering
Quanta Power, Inc. - a Quanta Services Company February 2009 - Present
Golden State Utility Company - a Quanta Services Company February 2009 - March 2010
SelectBuild December 2005 - December 2008
SelectBuild December 2003 - December 2005
Deloitte & Touche 1998 - 2003
Price Waterhouse September 1996 - September 1998
JMT Homes May 1988 - August 1995
Timberland Supply Co May 1991 - August 1993
Westinghouse Electric Company September 1985 - January 1990
Skills
Process Improvement, Strategic Planning, Financial Analysis, Forecasting, Construction, Mergers, Risk Management, Operations Management, Team Building, Financial Reporting, Cost Accounting, Business Process..., Construction Management, Business Strategy, Process Scheduler, Budgets, Cross-functional Team..., Project Planning, Mergers & Acquisitions, Negotiation, Analysis, Due Diligence, Leadership, Accounting, Cost Management, Project Management, Business Development, Managerial Finance, Change Management, Human Resources, Program Management, Finance, Team Leadership, Business Planning, Executive Management, Energy, Strategy, Management Consulting, Financial Modeling, Start-ups
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1996
MBA, Business
University of Pittsburgh 1987 — 1990
MS, Mechanical Engineering
University of Pittsburgh 1981 — 1985
BS, Mechanical Engineering
Jerry Koslow Jerry Koslow's Price Waterhouse Experience 1981 - 1984
Job Financial Management
Industry Gambling & Casinos
Experience
Gaming Partners International Corporation 2010 - 2013
Gaming Partners International Corporation 2009 - 2010
The Upper Deck Company 2005 - 2009
Lawson Software 2004 - 2005
Shuffle Master, Inc. 2002 - 2004
Shuffle Master, Inc. 1999 - 2002
EnviroTech 1998 - 1999
Enreco, Inc, 1988 - 1998
Lear Petroleum Corporation 1984 - 1987
Price Waterhouse 1981 - 1984
Skills
Internal Controls, Managerial Finance, Working Capital..., Finance, Due Diligence, Strategy, Revenue Recognition, Cash Flow Forecasting, Consolidation, Financial Analysis, Leadership, Operating Budgets, Financial Audits, Valuation, Gaming Industry, Financial Modeling, Treasury, Cash Management, Team Building, Project Management, IT Management, Forecasting, Enterprise Risk..., Capital Budgeting, Corporate Tax, Cost Accounting, Mergers & Acquisitions, Casino, Budgets, Investor Relations, Inventory Management, GreatPlains, Account Reconciliation, US GAAP, International Business, International Tax, Transfer Pricing, SEC filings, Debt & Equity Financing, Integration
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science (BS), Accounting
Shaker Heights, Ohio High School 1974 — 1977
Gaming Partners International Corporation 2010 - 2013
Gaming Partners International Corporation 2009 - 2010
The Upper Deck Company 2005 - 2009
Lawson Software 2004 - 2005
Shuffle Master, Inc. 2002 - 2004
Shuffle Master, Inc. 1999 - 2002
EnviroTech 1998 - 1999
Enreco, Inc, 1988 - 1998
Lear Petroleum Corporation 1984 - 1987
Price Waterhouse 1981 - 1984
Skills
Internal Controls, Managerial Finance, Working Capital..., Finance, Due Diligence, Strategy, Revenue Recognition, Cash Flow Forecasting, Consolidation, Financial Analysis, Leadership, Operating Budgets, Financial Audits, Valuation, Gaming Industry, Financial Modeling, Treasury, Cash Management, Team Building, Project Management, IT Management, Forecasting, Enterprise Risk..., Capital Budgeting, Corporate Tax, Cost Accounting, Mergers & Acquisitions, Casino, Budgets, Investor Relations, Inventory Management, GreatPlains, Account Reconciliation, US GAAP, International Business, International Tax, Transfer Pricing, SEC filings, Debt & Equity Financing, Integration
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Science (BS), Accounting
Shaker Heights, Ohio High School 1974 — 1977
Greg Gillen Greg Gillen's Price Waterhouse Experience August 1989 - August 1995
Job Controller, US Operations at Sullair Corporation
Industry Machinery
Experience
Sullair LLC January 2006 - Present
Hamilton Sundstrand (a United Technologies Corporation company) February 2004 - January 2006
The Falk Corporation (a United Technologies Corporation company) November 2001 - February 2004
Tyler Refrigeration (a United Technologies Corporation company) December 1999 - November 2001
Tyler Refrigeration (a United Technologies Corporation company) September 1996 - December 1999
Culver Academies August 1995 - September 1996
Price Waterhouse August 1989 - August 1995
Skills
Accounting, Cost Accounting, Financial Analysis, Process Improvement, Internal Controls, Forecasting, Financial Reporting, Manufacturing, Auditing, Sarbanes-Oxley Act, CPA, JD Edwards, Revenue Recognition, Accounts Payable, Consolidation, Management, Financial Statements, Continuous Improvement, Financial Accounting, Sarbanes-Oxley, Strategic Planning, US GAAP, Payroll, Budgets, Capital & Expense...
Education
University of Notre Dame 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Yorkwood High School
Sullair LLC January 2006 - Present
Hamilton Sundstrand (a United Technologies Corporation company) February 2004 - January 2006
The Falk Corporation (a United Technologies Corporation company) November 2001 - February 2004
Tyler Refrigeration (a United Technologies Corporation company) December 1999 - November 2001
Tyler Refrigeration (a United Technologies Corporation company) September 1996 - December 1999
Culver Academies August 1995 - September 1996
Price Waterhouse August 1989 - August 1995
Skills
Accounting, Cost Accounting, Financial Analysis, Process Improvement, Internal Controls, Forecasting, Financial Reporting, Manufacturing, Auditing, Sarbanes-Oxley Act, CPA, JD Edwards, Revenue Recognition, Accounts Payable, Consolidation, Management, Financial Statements, Continuous Improvement, Financial Accounting, Sarbanes-Oxley, Strategic Planning, US GAAP, Payroll, Budgets, Capital & Expense...
Education
University of Notre Dame 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Yorkwood High School
Marti Rakestraw Marti Rakestraw's Price Waterhouse Experience July 1986 - July 1988
Job Accountant/Business Office Manager
Industry Accounting
Experience
Pauly, Rogers & Co, LLC CPA's August 2012 - March 2014
Beaverton Hills Assisted Living 2010 - August 2012
Donald O. Smith, CPA January 2010 - April 2010
Touchmark Living Centers, Inc July 2005 - June 2009
Price Waterhouse July 1986 - July 1988
Skills
Accounting, Accounts Payable, Account Reconciliation, General Ledger, Financial Reporting, QuickBooks, Accounts Receivable, Financial Accounting, Auditing, Bookkeeping, Journal Entries, Tax, Financial Statements, Tax Preparation, Internal Controls, GAAP, Payroll, Fixed Assets, Bank Reconciliation, Income Tax
Education
University of Portland 1983 — 1986
Bachelor of Business Administration (BBA), Accounting and Business/Management
Pauly, Rogers & Co, LLC CPA's August 2012 - March 2014
Beaverton Hills Assisted Living 2010 - August 2012
Donald O. Smith, CPA January 2010 - April 2010
Touchmark Living Centers, Inc July 2005 - June 2009
Price Waterhouse July 1986 - July 1988
Skills
Accounting, Accounts Payable, Account Reconciliation, General Ledger, Financial Reporting, QuickBooks, Accounts Receivable, Financial Accounting, Auditing, Bookkeeping, Journal Entries, Tax, Financial Statements, Tax Preparation, Internal Controls, GAAP, Payroll, Fixed Assets, Bank Reconciliation, Income Tax
Education
University of Portland 1983 — 1986
Bachelor of Business Administration (BBA), Accounting and Business/Management
Craig Stuver's Price Waterhouse Experience 1989 - 1992
Job Experienced Finance/Accounting Professional and Certified Public Accountant
Industry Executive Office
Experience
Robert Half Management Resources March 2013 - Present
New Enterprise Stone & Lime Co., Inc. August 2012 - November 2012
Peoples Natural Gas Company February 2010 - July 2012
Michael Baker Corporation 2007 - 2009
Michael Baker Corporation 2000 - 2007
Michael Baker Corporation 1997 - 2000
Michael Baker Corporation 1993 - 1997
Michael Baker Corporation 1992 - 1993
Price Waterhouse 1989 - 1992
Price Waterhouse 1984 - 1989
Skills
Finance, Mergers & Acquisitions, Due Diligence, Acquisition Integration, Restructuring, Financial Reporting, Process Improvement, Leadership, Strategy, Budgets, Forecasting, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, Cash Management, Financial Analysis, Financial Modeling, Internal Controls, Internal Audit, Strategic Financial..., SEC filings
Education
University of Pittsburgh 1978 — 1982
Bachelor of Arts, Business Economics w/ Accounting concentration
Ferndale Area High School 1974 — 1978
High School
Robert Half Management Resources March 2013 - Present
New Enterprise Stone & Lime Co., Inc. August 2012 - November 2012
Peoples Natural Gas Company February 2010 - July 2012
Michael Baker Corporation 2007 - 2009
Michael Baker Corporation 2000 - 2007
Michael Baker Corporation 1997 - 2000
Michael Baker Corporation 1993 - 1997
Michael Baker Corporation 1992 - 1993
Price Waterhouse 1989 - 1992
Price Waterhouse 1984 - 1989
Skills
Finance, Mergers & Acquisitions, Due Diligence, Acquisition Integration, Restructuring, Financial Reporting, Process Improvement, Leadership, Strategy, Budgets, Forecasting, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, Cash Management, Financial Analysis, Financial Modeling, Internal Controls, Internal Audit, Strategic Financial..., SEC filings
Education
University of Pittsburgh 1978 — 1982
Bachelor of Arts, Business Economics w/ Accounting concentration
Ferndale Area High School 1974 — 1978
High School
Mike Boyer Mike Boyer's Price Waterhouse Experience 1994 - 1996
Job Vice President, Architecture; Chief Architect, Advice & Wealth Management at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
ameriprise financial January 2011 - Present
Oracle March 2010 - January 2011
Fiberlink August 2006 - June 2009
EDS April 2005 - August 2006
Towers Perrin May 1998 - March 2005
Advanta / Fleet Credit Card February 1996 - May 1998
Price Waterhouse 1994 - 1996
University of Wisconsin Madison March 1993 - December 1994
3M June 1991 - September 1992
Skills
IT Strategy, IT Operations, IT Financial Management, IT Transformation, IS Governance, IT Risk, SaaS, Cloud Computing, Virtualization, Outsourcing Management, Enterprise Architecture, TOGAF, Data Management, Oracle, Unix, Information Technology, Data Center, Vendor Management, Programme Governance, Disaster Recovery, Integration, SAS70, FINRA, Portfolio Management, Management, Business Intelligence, Process Improvement, Team Leadership, Leadership, ITIL, Solution Architecture, Data Warehousing, Databases, Outsourcing, Strategy, Architecture, Security, IT Management, Professional Services, Software Development, Project Management, SDLC, Analytics, Infrastructure, Architectures
Education
University of Pennsylvania 2003 — 2006
MS, Systems Thinking, Organizational Dynamics, Summa Cum Laude
University of Wisconsin-Madison 1989 — 1994
BA, Political Science, International Relations
ameriprise financial January 2011 - Present
Oracle March 2010 - January 2011
Fiberlink August 2006 - June 2009
EDS April 2005 - August 2006
Towers Perrin May 1998 - March 2005
Advanta / Fleet Credit Card February 1996 - May 1998
Price Waterhouse 1994 - 1996
University of Wisconsin Madison March 1993 - December 1994
3M June 1991 - September 1992
Skills
IT Strategy, IT Operations, IT Financial Management, IT Transformation, IS Governance, IT Risk, SaaS, Cloud Computing, Virtualization, Outsourcing Management, Enterprise Architecture, TOGAF, Data Management, Oracle, Unix, Information Technology, Data Center, Vendor Management, Programme Governance, Disaster Recovery, Integration, SAS70, FINRA, Portfolio Management, Management, Business Intelligence, Process Improvement, Team Leadership, Leadership, ITIL, Solution Architecture, Data Warehousing, Databases, Outsourcing, Strategy, Architecture, Security, IT Management, Professional Services, Software Development, Project Management, SDLC, Analytics, Infrastructure, Architectures
Education
University of Pennsylvania 2003 — 2006
MS, Systems Thinking, Organizational Dynamics, Summa Cum Laude
University of Wisconsin-Madison 1989 — 1994
BA, Political Science, International Relations
Mark Gorrell's Price Waterhouse Experience 1988 - 1989
Job Sr Healthcare IT Executive/CIO
Industry Hospital & Health Care
Experience
Baystate Health May 1997 - August 2011
Georgetown University Medical Center 1994 - 1997
Santa Rose Health Care 1991 - 1994
Allegheny Health System 1989 - 1991
Price Waterhouse 1988 - 1989
Geisinger Health System 1980 - 1988
Medicus Systems Corp. 1979 - 1980
Skills
Healthcare Information..., Information Technology, Contract Negotiation, HIPAA, Healthcare, EHR, Process Improvement, Software Documentation, Hospitals, Leadership, Cerner, Informatics, EMR, Revenue Cycle, Healthcare Management, Management, Sailing
Education
University of South Carolina-Columbia
Unviversity of Texas
Bachelor of Business Administration (B.B.A.), Operations Management
Baystate Health May 1997 - August 2011
Georgetown University Medical Center 1994 - 1997
Santa Rose Health Care 1991 - 1994
Allegheny Health System 1989 - 1991
Price Waterhouse 1988 - 1989
Geisinger Health System 1980 - 1988
Medicus Systems Corp. 1979 - 1980
Skills
Healthcare Information..., Information Technology, Contract Negotiation, HIPAA, Healthcare, EHR, Process Improvement, Software Documentation, Hospitals, Leadership, Cerner, Informatics, EMR, Revenue Cycle, Healthcare Management, Management, Sailing
Education
University of South Carolina-Columbia
Unviversity of Texas
Bachelor of Business Administration (B.B.A.), Operations Management
Keith Lynch Keith Lynch's Price Waterhouse Experience July 1996 - May 1997
Job Vice President of Finance & Accounting / Corporate Controller at STG, Inc.
Industry Accounting
Experience
STG, Inc. February 2005 - Present
Argy, Wiltse & Robinson, P.C. June 1997 - January 2005
Price Waterhouse July 1996 - May 1997
Skills
Accounting, General Ledger, Auditing, Government Contracting, Payroll, CPA, Cash Management, Invoicing, Corporate Tax, Revenue Recognition, Management, Internal Controls, Financial Reporting, Financial Accounting, GAAP, Budgets, Analysis, Financial Analysis, Managerial Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Process Improvement, Forecasting, Cost Accounting, Accounts Payable, Compliance, Business Analysis, US GAAP, Executive Management
Education
University of Richmond 1992 — 1996
University of Richmond - Robins School of Business 1992 — 1996
Bachelor's Degree, Accounting
Parkside
STG, Inc. February 2005 - Present
Argy, Wiltse & Robinson, P.C. June 1997 - January 2005
Price Waterhouse July 1996 - May 1997
Skills
Accounting, General Ledger, Auditing, Government Contracting, Payroll, CPA, Cash Management, Invoicing, Corporate Tax, Revenue Recognition, Management, Internal Controls, Financial Reporting, Financial Accounting, GAAP, Budgets, Analysis, Financial Analysis, Managerial Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Process Improvement, Forecasting, Cost Accounting, Accounts Payable, Compliance, Business Analysis, US GAAP, Executive Management
Education
University of Richmond 1992 — 1996
University of Richmond - Robins School of Business 1992 — 1996
Bachelor's Degree, Accounting
Parkside
Manuel Viota Manuel Viota's Price Waterhouse Experience August 1987 - January 1990
Job PRESIDENT VIOTA GALLERY CORP.
Industry Arts and Crafts
Experience
Viota Gallery Corp January 1988 - Present
Grey Finland Advisors. LLC January 2010 - Present
Diaz Bergnes, Jacobo, Gonzalez, Viota & Co., CPAs January 1990 - April 2010
Price Waterhouse August 1987 - January 1990
Skills
Due Diligence, Small Business, Financial Modeling, Investment Banking, Management Consulting, Finance, Start-ups, Cash Management, Strategic Planning, Valuation, Private Equity, Financial Analysis, Analysis, Asset Management, Auditing, Business Development, Business Planning, Business Strategy, Business Valuation, Entrepreneurship, Executive Management, Financial Reporting, Forecasting, Portfolio Management, Strategy, Venture Capital, Managerial Finance
Education
University of Southern California 1982 — 1987
Bachelor of Science (BS), Accounting
University of Southern California - Marshall School of Business 1982 — 1987
BS, Accounting
CSJ 1977 — 1982
Viota Gallery Corp January 1988 - Present
Grey Finland Advisors. LLC January 2010 - Present
Diaz Bergnes, Jacobo, Gonzalez, Viota & Co., CPAs January 1990 - April 2010
Price Waterhouse August 1987 - January 1990
Skills
Due Diligence, Small Business, Financial Modeling, Investment Banking, Management Consulting, Finance, Start-ups, Cash Management, Strategic Planning, Valuation, Private Equity, Financial Analysis, Analysis, Asset Management, Auditing, Business Development, Business Planning, Business Strategy, Business Valuation, Entrepreneurship, Executive Management, Financial Reporting, Forecasting, Portfolio Management, Strategy, Venture Capital, Managerial Finance
Education
University of Southern California 1982 — 1987
Bachelor of Science (BS), Accounting
University of Southern California - Marshall School of Business 1982 — 1987
BS, Accounting
CSJ 1977 — 1982
Keith Norrie's Price Waterhouse Experience January 1990 - September 1992
Job Strategic Account Manager
Industry Information Technology and Services
Experience
Qvidian January 2012 - Present
Qvidian January 2008 - December 2011
The Sant Corporation September 2002 - January 2008
e4 sellingsystems Ltd November 1998 - September 2002
Fisher Rosemount 1992 - 1995
Price Waterhouse January 1990 - September 1992
Skills
Proposal Writing, Windows, RFP, Analytics, Solution Selling, Challenger Sales, Salesforce.com, Proposal Automation..., Sales Enablement, SaaS, Sales Process, CRM, Marketing Automation, Product Management, Cloud Computing, Sales, Selling, Program Management, Professional Services, Marketing Strategy, Enterprise Software
Education
University of Portsmouth 1984 — 1988
BSc (Hons), Engineering with Business Studies
Canford School 1979 — 1984
Qvidian January 2012 - Present
Qvidian January 2008 - December 2011
The Sant Corporation September 2002 - January 2008
e4 sellingsystems Ltd November 1998 - September 2002
Fisher Rosemount 1992 - 1995
Price Waterhouse January 1990 - September 1992
Skills
Proposal Writing, Windows, RFP, Analytics, Solution Selling, Challenger Sales, Salesforce.com, Proposal Automation..., Sales Enablement, SaaS, Sales Process, CRM, Marketing Automation, Product Management, Cloud Computing, Sales, Selling, Program Management, Professional Services, Marketing Strategy, Enterprise Software
Education
University of Portsmouth 1984 — 1988
BSc (Hons), Engineering with Business Studies
Canford School 1979 — 1984
John DiMaggio John DiMaggio's Price Waterhouse Experience August 1990 - January 1993
Job CEO, Blue Orange Compliance
Industry Information Technology and Services
Experience
Blue Orange Compliance January 2005 - Present
Twin Technologies January 2008 - December 2009
Artromick International January 2006 - January 2008
NeighborCare January 2005 - October 2005
Omnicare/NCS Healthcare December 1992 - January 2004
Price Waterhouse August 1990 - January 1993
Skills
HIPAA, HITECH, Security, Compliance Management, Business Strategy, IT Strategy, Technical Management, Entrepreneurial Skills, Executive Management, Management Consulting, Team Building, Business Analysis, Strategy, Technology Management, Healthcare, SaaS, Cloud Computing, Management, Process Improvement, Enterprise Architecture, Start-ups, Entrepreneurship, Integration, Enterprise Software, Program Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
M.B.A., Finance
University of Pittsburgh 1981 — 1985
B.S., Computer Science
Blue Orange Compliance January 2005 - Present
Twin Technologies January 2008 - December 2009
Artromick International January 2006 - January 2008
NeighborCare January 2005 - October 2005
Omnicare/NCS Healthcare December 1992 - January 2004
Price Waterhouse August 1990 - January 1993
Skills
HIPAA, HITECH, Security, Compliance Management, Business Strategy, IT Strategy, Technical Management, Entrepreneurial Skills, Executive Management, Management Consulting, Team Building, Business Analysis, Strategy, Technology Management, Healthcare, SaaS, Cloud Computing, Management, Process Improvement, Enterprise Architecture, Start-ups, Entrepreneurship, Integration, Enterprise Software, Program Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
M.B.A., Finance
University of Pittsburgh 1981 — 1985
B.S., Computer Science
James Roorda James Roorda's Price Waterhouse Experience 1976 - 1984
Job CPA at Roorda, Piquet & Bessee, Inc.
Industry Accounting
Experience
Roorda, Piquet & Bessee, Inc. CPAs 1984 - Present
Price Waterhouse 1976 - 1984
Skills
Accounting, Auditing, ESOP
Education
USC 1969 — 1976
BA and MBA, Accounting
Roorda, Piquet & Bessee, Inc. CPAs 1984 - Present
Price Waterhouse 1976 - 1984
Skills
Accounting, Auditing, ESOP
Education
USC 1969 — 1976
BA and MBA, Accounting
Brad Lyman's Price Waterhouse Experience 1984 - 1986
Job Investment Management Consulting Financial Systems Evaluation, Implementation & Strategy
Industry Investment Management
Experience
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
Karen Snyder Karen Snyder's Price Waterhouse Experience 1987 - 1991
Job Vice President, Marketing at PNC
Industry Marketing and Advertising
Experience
PNC August 2012 - Present
TrueSense Marketing 2007 - August 2012
Del Monte Foods 2006 - 2007
PNC Bank 1998 - 2006
MSP Development Group September 1993 - October 1998
The Salvation Army 1991 - 1993
Price Waterhouse 1987 - 1991
Skills
Direct Marketing, Marketing Management, Marketing Communications, Product Marketing, Advertising, Integrated Marketing, Marketing Strategy, Strategic Planning, Direct Mail, Fundraising, Online Marketing, Public Relations, Promotions, Copywriting, New Business Development, Cross-functional Team..., Leadership, Market Research, Email Marketing, Digital Marketing, Event Planning, Management, Brand Development, Lead Generation, Product Management, Mentoring, Social Media Marketing, Interactive Marketing, Analytics, Online Advertising
Education
University of Pittsburgh 1983 — 1987
Bachelor's Degree, English Writing/Journalism
PNC August 2012 - Present
TrueSense Marketing 2007 - August 2012
Del Monte Foods 2006 - 2007
PNC Bank 1998 - 2006
MSP Development Group September 1993 - October 1998
The Salvation Army 1991 - 1993
Price Waterhouse 1987 - 1991
Skills
Direct Marketing, Marketing Management, Marketing Communications, Product Marketing, Advertising, Integrated Marketing, Marketing Strategy, Strategic Planning, Direct Mail, Fundraising, Online Marketing, Public Relations, Promotions, Copywriting, New Business Development, Cross-functional Team..., Leadership, Market Research, Email Marketing, Digital Marketing, Event Planning, Management, Brand Development, Lead Generation, Product Management, Mentoring, Social Media Marketing, Interactive Marketing, Analytics, Online Advertising
Education
University of Pittsburgh 1983 — 1987
Bachelor's Degree, English Writing/Journalism
Jeffrey Clair Jeffrey Clair's Price Waterhouse Experience 1988 - 1993
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Clair Pringle & Associates LLP January 2011 - December 2012
Perry-Smith LLP September 1995 - November 2010
Price Waterhouse 1988 - 1993
Skills
Financial Analysis, Financial Reporting, CPA, Accounting, US GAAP, Internal Controls, Auditing, GAAP, Mergers & Acquisitions, Assurance, Revenue Recognition, Mergers, SEC filings, Finance, Real Estate, Public Companies, Financial Accounting, Securities, Strategic Financial..., Professional Services, Management Consulting, General Ledger, Private Equity, Budgets
Education
University of Southern California 1983 — 1987
BS, Accounting
Moss Adams LLP January 2013 - Present
Clair Pringle & Associates LLP January 2011 - December 2012
Perry-Smith LLP September 1995 - November 2010
Price Waterhouse 1988 - 1993
Skills
Financial Analysis, Financial Reporting, CPA, Accounting, US GAAP, Internal Controls, Auditing, GAAP, Mergers & Acquisitions, Assurance, Revenue Recognition, Mergers, SEC filings, Finance, Real Estate, Public Companies, Financial Accounting, Securities, Strategic Financial..., Professional Services, Management Consulting, General Ledger, Private Equity, Budgets
Education
University of Southern California 1983 — 1987
BS, Accounting
Pat Gray Pat Gray's Price Waterhouse Experience July 1987 - June 1996
Job Member Board of Directors at Datto, Inc.
Industry Accounting
Experience
Datto, Inc. May 2015 - Present
Civitas Solutions, Inc. September 2014 - Present
Sancilio & Company February 2012 - Present
PricewaterhouseCoopers LLP July 2007 - June 2009
PricewaterhouseCoopers LLP July 1984 - June 2009
Boston Ballet July 1988 - June 2003
Price Waterhouse July 1987 - June 1996
Skills
Mergers, Mergers & Acquisitions, Leadership, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1967 — 1971
B.S., Finance & Accounting
Datto, Inc. May 2015 - Present
Civitas Solutions, Inc. September 2014 - Present
Sancilio & Company February 2012 - Present
PricewaterhouseCoopers LLP July 2007 - June 2009
PricewaterhouseCoopers LLP July 1984 - June 2009
Boston Ballet July 1988 - June 2003
Price Waterhouse July 1987 - June 1996
Skills
Mergers, Mergers & Acquisitions, Leadership, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1967 — 1971
B.S., Finance & Accounting
Rich Luzzi Rich Luzzi's Price Waterhouse Experience June 1986 - 1988
Job Principal, Head of Global Technology Operations & Infrastructure at Vanguard
Industry Investment Management
Experience
Vanguard April 1998 - Present
Bank of America 1992 - 1998
Andersen Consulting 1988 - 1992
Price Waterhouse June 1986 - 1988
Skills
Series 7, Operations Management, Retirement Planning, IT Management, Financial Services, Series 24, ETFs, Outsourcing, Six Sigma, Investment Management, Series 63, Investment Strategies, Process Improvement, Investments, Wealth Management, Retirement, Trading Systems, FileNet, Talent Management, Risk Management, Portfolio Management, Mutual Funds, Business Process..., Strategy, IT Strategy, Business Transformation, Diversity Strategy, Retirement Plans, Retail Brokerage, 401k, Defined Contribution
Education
University of Pennsylvania - The Wharton School
Advanced Management Program
University of Rhode Island
Bachelor of Science, Management Information Systems, Production & Operations Mgmt
East Lyme High School
Vanguard April 1998 - Present
Bank of America 1992 - 1998
Andersen Consulting 1988 - 1992
Price Waterhouse June 1986 - 1988
Skills
Series 7, Operations Management, Retirement Planning, IT Management, Financial Services, Series 24, ETFs, Outsourcing, Six Sigma, Investment Management, Series 63, Investment Strategies, Process Improvement, Investments, Wealth Management, Retirement, Trading Systems, FileNet, Talent Management, Risk Management, Portfolio Management, Mutual Funds, Business Process..., Strategy, IT Strategy, Business Transformation, Diversity Strategy, Retirement Plans, Retail Brokerage, 401k, Defined Contribution
Education
University of Pennsylvania - The Wharton School
Advanced Management Program
University of Rhode Island
Bachelor of Science, Management Information Systems, Production & Operations Mgmt
East Lyme High School
Kevin Daniel Kevin Daniel's Price Waterhouse Experience 1987 - 1989
Job CPA at Vollmer Daniel Gaebe & Grove LLP
Industry Accounting
Experience
Vollmer Daniel Gaebe & Grove LLP August 1989 - Present
Price Waterhouse 1987 - 1989
Skills
Income Tax, GAAP, Corporate Tax, CPA, Forensic Accounting, Tax, Expert Witness, Auditing, Cash Flow, Accounting, Internal Controls, Financial Analysis, Tax Returns, Tax Preparation, QuickBooks, Financial Reporting, Budgets, Business Valuation, Partnership Taxation, Tax Research, Tax Accounting, S Corporations, Revenue Recognition, Financial Accounting, Multi-state tax returns, Compilation, ProSystem fx Tax, US GAAP, State Tax, Accounts Payable, US Tax, Accountants, Pass-through Entities, Small Business, IRS, Entity Selection, C-Corp, Financial Statements, Strategic Financial..., CCH ProSystem fx
Education
University of Southern California 1985 — 1988
MAcc, Accounting - Taxation
Vollmer Daniel Gaebe & Grove LLP August 1989 - Present
Price Waterhouse 1987 - 1989
Skills
Income Tax, GAAP, Corporate Tax, CPA, Forensic Accounting, Tax, Expert Witness, Auditing, Cash Flow, Accounting, Internal Controls, Financial Analysis, Tax Returns, Tax Preparation, QuickBooks, Financial Reporting, Budgets, Business Valuation, Partnership Taxation, Tax Research, Tax Accounting, S Corporations, Revenue Recognition, Financial Accounting, Multi-state tax returns, Compilation, ProSystem fx Tax, US GAAP, State Tax, Accounts Payable, US Tax, Accountants, Pass-through Entities, Small Business, IRS, Entity Selection, C-Corp, Financial Statements, Strategic Financial..., CCH ProSystem fx
Education
University of Southern California 1985 — 1988
MAcc, Accounting - Taxation
Harry W. Zike Harry W. Zike's Price Waterhouse Experience 1976 - 1989
Job Group CFO at Chinook Sciences, LLC
Industry Renewables & Environment
Experience
Chinook Sciences, LLC 2012 - Present
Gas Turbine Efficiency PLC 2010 - 2012
Energy Conversion Devices 2008 - 2010
Siemens AG 1989 - 2008
Price Waterhouse 1976 - 1989
Skills
Private Equity, Restructuring, Finance, Joint Ventures, Mergers, Energy, Six Sigma, Financial Reporting, Sarbanes-Oxley Act, Start-ups, Mergers & Acquisitions, Financial Analysis, Due Diligence, Strategy, Forecasting, Managerial Finance, Executive Management, Business Planning, Strategic Financial..., SEC filings, Budgets, Investor Relations, Cost Accounting, Financial Modeling, Acquisition Integration, Corporate Finance, Internal Controls, Accounting, Cash Flow, Financial Audits, US GAAP, Cash Management, Consolidation, Cash Flow Forecasting, CPA, Variance Analysis, Business Valuation, GAAP, Internal Audit, IFRS, Revenue Recognition, Sarbanes-Oxley, Hyperion Enterprise, Working Capital..., Auditing, Treasury Management, Project Finance, Financial Forecasting, Tax, Divestitures
Education
University of Scranton
BS, Accounting
Chinook Sciences, LLC 2012 - Present
Gas Turbine Efficiency PLC 2010 - 2012
Energy Conversion Devices 2008 - 2010
Siemens AG 1989 - 2008
Price Waterhouse 1976 - 1989
Skills
Private Equity, Restructuring, Finance, Joint Ventures, Mergers, Energy, Six Sigma, Financial Reporting, Sarbanes-Oxley Act, Start-ups, Mergers & Acquisitions, Financial Analysis, Due Diligence, Strategy, Forecasting, Managerial Finance, Executive Management, Business Planning, Strategic Financial..., SEC filings, Budgets, Investor Relations, Cost Accounting, Financial Modeling, Acquisition Integration, Corporate Finance, Internal Controls, Accounting, Cash Flow, Financial Audits, US GAAP, Cash Management, Consolidation, Cash Flow Forecasting, CPA, Variance Analysis, Business Valuation, GAAP, Internal Audit, IFRS, Revenue Recognition, Sarbanes-Oxley, Hyperion Enterprise, Working Capital..., Auditing, Treasury Management, Project Finance, Financial Forecasting, Tax, Divestitures
Education
University of Scranton
BS, Accounting
Graeme Arklie Graeme Arklie's Price Waterhouse Experience 1990 - 1997
Job Principal at Auditor General of Alberta
Industry Government Administration
Experience
Auditor General of Alberta 1997 - Present
Price Waterhouse 1990 - 1997
Saskatoon YMCA 1982 - 1990
Skills
Public Speaking, Financial Audits, Budgets, Financial Reporting, GAAP, Management Consulting, Financial Accounting, Income Tax, Investments, Internal Controls, Accounting, Assurance, Financial Analysis, Analysis, Risk Management, Customer Service, IFRS, Nonprofits, Auditing
Education
University of Saskatchewan 1986 — 1990
BComm, Accounting
Auditor General of Alberta 1997 - Present
Price Waterhouse 1990 - 1997
Saskatoon YMCA 1982 - 1990
Skills
Public Speaking, Financial Audits, Budgets, Financial Reporting, GAAP, Management Consulting, Financial Accounting, Income Tax, Investments, Internal Controls, Accounting, Assurance, Financial Analysis, Analysis, Risk Management, Customer Service, IFRS, Nonprofits, Auditing
Education
University of Saskatchewan 1986 — 1990
BComm, Accounting
Vibhuti Goyal, CPA & CA Vibhuti Goyal, CPA & CA's Price Waterhouse Experience May 2004 - October 2004
Job Experienced Accountant Actively looking for Accountant job in Phoenix Area
Industry Financial Services
Experience
Zounds Hearing, Inc. Tempe AZ October 2010 - May 2013
Sanjay Jawa, CPA P.C. October 2009 - September 2010
Arizona Science Center July 2009 - October 2009
ICICI Bank November 2004 - January 2007
Price Waterhouse May 2004 - October 2004
Sharp & Tannan April 2003 - April 2004
Skills
Accounting, Finance, Auditing, Internal Audit, Financial Analysis, Financial Reporting, Financial Statements, Corporate Finance, Financial Modeling, Cash Flow
Education
Colorado State Board of Accountancy
CPA
Institute of Chartered Accountants of India
CA
University of Rajasthan
B.S. in Accounting
Zounds Hearing, Inc. Tempe AZ October 2010 - May 2013
Sanjay Jawa, CPA P.C. October 2009 - September 2010
Arizona Science Center July 2009 - October 2009
ICICI Bank November 2004 - January 2007
Price Waterhouse May 2004 - October 2004
Sharp & Tannan April 2003 - April 2004
Skills
Accounting, Finance, Auditing, Internal Audit, Financial Analysis, Financial Reporting, Financial Statements, Corporate Finance, Financial Modeling, Cash Flow
Education
Colorado State Board of Accountancy
CPA
Institute of Chartered Accountants of India
CA
University of Rajasthan
B.S. in Accounting
Gerard Langlais, CPA Gerard Langlais, CPA's Price Waterhouse Experience September 1990 - December 1996
Job Executive Consultant
Industry Financial Services
Experience
Executive Consulting January 2012 - Present
State Street Corporation April 2010 - January 2012
Gilbane Building Company January 2007 - April 2010
Ernst & Young December 1996 - January 2007
Price Waterhouse September 1990 - December 1996
Skills
SOX, IFRS, US GAAP, Executive Management, Acquisition Integration
Education
University of Rhode Island 1985 — 1990
BS, Accounting
Executive Consulting January 2012 - Present
State Street Corporation April 2010 - January 2012
Gilbane Building Company January 2007 - April 2010
Ernst & Young December 1996 - January 2007
Price Waterhouse September 1990 - December 1996
Skills
SOX, IFRS, US GAAP, Executive Management, Acquisition Integration
Education
University of Rhode Island 1985 — 1990
BS, Accounting
Hill Denise Hill Denise's Price Waterhouse Experience November 1987 - June 1995
Job Senior Tax Manager at Elliott Davis Decosimo, LLC
Industry Accounting
Experience
Elliott Davis, LLC November 1995 - Present
Price Waterhouse November 1987 - June 1995
Skills
Certified Public..., Tax, Tax Research, Corporate Tax, Income Tax, Tax Preparation, Tax Returns, Accounting, Tax Law
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor of Science, Accounting
Elliott Davis, LLC November 1995 - Present
Price Waterhouse November 1987 - June 1995
Skills
Certified Public..., Tax, Tax Research, Corporate Tax, Income Tax, Tax Preparation, Tax Returns, Accounting, Tax Law
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor of Science, Accounting
Andy Bishop Andy Bishop's Price Waterhouse Experience 1975 - 1989
Job CFO at Hallador Energy Company
Industry Mining & Metals
Experience
Hallador Energy Company September 2009 - Present
The SEC Institute January 1993 - March 2009
Hallador Petroleum January 1990 - 1993
Price Waterhouse 1975 - 1989
Skills
SEC reporting, Energy, Financial Reporting, Accounting, SEC, Energy Industry, Business, GAAP, IPO, Sarbanes-Oxley Act, Due Diligence, Financial Analysis, Mergers, Managerial Finance, Strategic Planning, Management Consulting, Corporate Finance, Corporate Governance, IPOs, SEC filings, Mergers & Acquisitions, CPA, Financial Modeling, US GAAP, Auditing, SEC Filings
Education
University of Oklahoma - Price College of Business 1971 — 1975
BBA, Accounting
Seminole High School 1968 — 1971
Hallador Energy Company September 2009 - Present
The SEC Institute January 1993 - March 2009
Hallador Petroleum January 1990 - 1993
Price Waterhouse 1975 - 1989
Skills
SEC reporting, Energy, Financial Reporting, Accounting, SEC, Energy Industry, Business, GAAP, IPO, Sarbanes-Oxley Act, Due Diligence, Financial Analysis, Mergers, Managerial Finance, Strategic Planning, Management Consulting, Corporate Finance, Corporate Governance, IPOs, SEC filings, Mergers & Acquisitions, CPA, Financial Modeling, US GAAP, Auditing, SEC Filings
Education
University of Oklahoma - Price College of Business 1971 — 1975
BBA, Accounting
Seminole High School 1968 — 1971
Rodney Leger Rodney Leger's Price Waterhouse Experience 1995 - 1998
Job Product Development at Wellter
Industry Management Consulting
Experience
Wellter February 2014 - Present
Bright Idea Engine July 2009 - Present
Boston Consulting Group 2007 - 2009
Wharton Small Business Development Center 2006 - 2007
Logic @ Work 1999 - 2005
PeopleSoft 1998 - 1999
Price Waterhouse 1995 - 1998
Skills
rails, Due Diligence, Sourcing, Opportunity Assessment, Strategy, Strategic Consulting, Venture Capital, Management Consulting, Entrepreneurship, Financial Modeling, Start-ups, Competitive Analysis, Valuation, Project Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Strategy, Marketing and Finance
The University of Chicago 2002 — 2004
Masters, Computer Science
University of Virginia
B.S., Commerce
University of Virginia
Masters, Management Information Systems
Wellter February 2014 - Present
Bright Idea Engine July 2009 - Present
Boston Consulting Group 2007 - 2009
Wharton Small Business Development Center 2006 - 2007
Logic @ Work 1999 - 2005
PeopleSoft 1998 - 1999
Price Waterhouse 1995 - 1998
Skills
rails, Due Diligence, Sourcing, Opportunity Assessment, Strategy, Strategic Consulting, Venture Capital, Management Consulting, Entrepreneurship, Financial Modeling, Start-ups, Competitive Analysis, Valuation, Project Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Strategy, Marketing and Finance
The University of Chicago 2002 — 2004
Masters, Computer Science
University of Virginia
B.S., Commerce
University of Virginia
Masters, Management Information Systems
Gregory Kushner Gregory Kushner's Price Waterhouse Experience 1985 - 1989
Job President at Lido Consulting, Inc.
Industry Financial Services
Experience
Lido Consulting, Inc. April 1995 - Present
Beverly Hills based Family Office April 1992 - April 1995
The Chase Manhattan Bank March 1989 - April 1992
Price Waterhouse 1985 - 1989
Skills
Financial Advisory, Wealth, Tax, Alternative Investments, Management, Wealth Management..., High Net Worth..., Financial Services, Investments, Venture Capital, Finance, Hedge Funds, Private Equity, Family Office, Private Banking
Education
University of Southern California 1975 — 1978
Business Administration, Accounting
Lido Consulting, Inc. April 1995 - Present
Beverly Hills based Family Office April 1992 - April 1995
The Chase Manhattan Bank March 1989 - April 1992
Price Waterhouse 1985 - 1989
Skills
Financial Advisory, Wealth, Tax, Alternative Investments, Management, Wealth Management..., High Net Worth..., Financial Services, Investments, Venture Capital, Finance, Hedge Funds, Private Equity, Family Office, Private Banking
Education
University of Southern California 1975 — 1978
Business Administration, Accounting
Patrick O'Hare Patrick O'Hare's Price Waterhouse Experience July 1989 - June 1991
Job President at Caring Companions
Industry Hospital & Health Care
Experience
Home Companions, Inc. dba Caring Companions October 2002 - Present
USAA Investment Management Company March 2000 - June 2002
USAA Investment Management Company September 1998 - February 2000
USAA Investment Management Company August 1997 - February 2000
USAA Investment Management Company October 1996 - July 1997
USAA Investment Management Company July 1993 - October 1996
Price Waterhouse July 1989 - June 1991
Price Waterhouse May 1988 - June 1989
Price Waterhouse January 1986 - May 1988
Skills
Marketing, Leadership, Coaching, Elder Care, Home Care, Nursing, Healthcare, Customer Service, Public Speaking, Teaching
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance and Strategic Management
University of Oklahoma 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Home Companions, Inc. dba Caring Companions October 2002 - Present
USAA Investment Management Company March 2000 - June 2002
USAA Investment Management Company September 1998 - February 2000
USAA Investment Management Company August 1997 - February 2000
USAA Investment Management Company October 1996 - July 1997
USAA Investment Management Company July 1993 - October 1996
Price Waterhouse July 1989 - June 1991
Price Waterhouse May 1988 - June 1989
Price Waterhouse January 1986 - May 1988
Skills
Marketing, Leadership, Coaching, Elder Care, Home Care, Nursing, Healthcare, Customer Service, Public Speaking, Teaching
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance and Strategic Management
University of Oklahoma 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Paul J. Meissner's Price Waterhouse Experience August 1988 - May 1992
Job Managing Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2014 - Present
Integral Board Group, LLC December 2013 - May 2014
WellPoint May 2011 - June 2013
Wells Fargo January 2009 - April 2011
Wachovia, A Wells Fargo Company November 2004 - January 2009
Goldman Sachs June 2000 - November 2004
Citigroup December 1993 - May 2000
Ocwen June 1992 - December 1993
Price Waterhouse August 1988 - May 1992
Skills
Financial Services, Strategy, Banking, Mergers & Acquisitions, Equities, Due Diligence, IT Strategy, Management, Capital Markets, Accounting, Leadership, Portfolio Management, Business Strategy, Business Development, SDLC, Integration, Strategic Planning, Disaster Recovery, Vendor Management, Budgets, Management Consulting, Continuous Improvement, Financial Reporting, Enterprise Risk..., Internal Controls, Executive Management, Operational Risk, Process Improvement, Strategic Financial..., Auditing, Project Planning, Internal Audit, FX Options
Education
University of Notre Dame 1984 — 1988
BBA, Accountancy
JPMorgan Chase & Co. May 2014 - Present
Integral Board Group, LLC December 2013 - May 2014
WellPoint May 2011 - June 2013
Wells Fargo January 2009 - April 2011
Wachovia, A Wells Fargo Company November 2004 - January 2009
Goldman Sachs June 2000 - November 2004
Citigroup December 1993 - May 2000
Ocwen June 1992 - December 1993
Price Waterhouse August 1988 - May 1992
Skills
Financial Services, Strategy, Banking, Mergers & Acquisitions, Equities, Due Diligence, IT Strategy, Management, Capital Markets, Accounting, Leadership, Portfolio Management, Business Strategy, Business Development, SDLC, Integration, Strategic Planning, Disaster Recovery, Vendor Management, Budgets, Management Consulting, Continuous Improvement, Financial Reporting, Enterprise Risk..., Internal Controls, Executive Management, Operational Risk, Process Improvement, Strategic Financial..., Auditing, Project Planning, Internal Audit, FX Options
Education
University of Notre Dame 1984 — 1988
BBA, Accountancy
Calvin Schutte's Price Waterhouse Experience 1990 - 1995
Job Lean Six Sigma Black Belt at Johnson Controls
Industry Management Consulting
Experience
Johnson Controls 2013 - Present
Omni Cleaning Services, LLC April 2009 - Present
Johnson Controls 2011 - 2013
Terex March 2007 - April 2009
Standard Aero 2003 - 2007
United Parcel Service 1995 - 2003
Price Waterhouse 1990 - 1995
Skills
Lean Manufacturing, Project Management, Leadership, Six Sigma, Manufacturing, Industrial Engineering, Strategy, 5S, Process Improvement, Continuous Improvement, Root Cause Analysis, Value Stream Mapping, Process Engineering
Education
University of Oklahoma 1997 — 2002
Bachelor of Science, Industrial Engineering
Johnson Controls 2013 - Present
Omni Cleaning Services, LLC April 2009 - Present
Johnson Controls 2011 - 2013
Terex March 2007 - April 2009
Standard Aero 2003 - 2007
United Parcel Service 1995 - 2003
Price Waterhouse 1990 - 1995
Skills
Lean Manufacturing, Project Management, Leadership, Six Sigma, Manufacturing, Industrial Engineering, Strategy, 5S, Process Improvement, Continuous Improvement, Root Cause Analysis, Value Stream Mapping, Process Engineering
Education
University of Oklahoma 1997 — 2002
Bachelor of Science, Industrial Engineering
Jay Hope Jay Hope's Price Waterhouse Experience January 1990 - January 1991
Job Consultant at JR Hope LLC
Industry Information Technology and Services
Experience
JR Hope LLC January 2010 - Present
Hope School Community Center 2006 - Present
St. Matthew's Episcopal Church September 2010 - November 2012
Communication Management, Inc. December 2009 - October 2012
Hear-N-Now-Audio 2008 - January 2011
DigiTek Systems September 2008 - December 2009
Educational Tools, Inc. August 2009 - November 2009
Cynergi Systems 2006 - 2008
dB-tronics, Inc. January 1994 - November 2006
Price Waterhouse January 1990 - January 1991
Skills
Contract Negotiation, Social Media, Sales Management, New Business Development, Account Management, Strategic Planning, Solution Selling, Salesforce.com, Sales, Business Development, Customer Service, Sales Process, Sales Operations, Team Building, Direct Sales, Team Leadership, Negotiation, Change Management, Program Management, Management, Training, Business Planning, Telecommunications, Marketing, Small Business, Networking, Logistics, Process Improvement, Microsoft Office, Security, Forecasting, Public Relations, CRM, Leadership, Project Planning, Project Management, Analysis, Start-ups, Microsoft Excel, Entrepreneurship, Leadership Development, Integration, Staff Development, Strategic Partnerships, Budgets, Wireless, Nonprofits, Consulting, Time Management, Strategy
Education
University of South Carolina - Darla Moore School of Business 1981 — 1985
BS, Business Administration
JR Hope LLC January 2010 - Present
Hope School Community Center 2006 - Present
St. Matthew's Episcopal Church September 2010 - November 2012
Communication Management, Inc. December 2009 - October 2012
Hear-N-Now-Audio 2008 - January 2011
DigiTek Systems September 2008 - December 2009
Educational Tools, Inc. August 2009 - November 2009
Cynergi Systems 2006 - 2008
dB-tronics, Inc. January 1994 - November 2006
Price Waterhouse January 1990 - January 1991
Skills
Contract Negotiation, Social Media, Sales Management, New Business Development, Account Management, Strategic Planning, Solution Selling, Salesforce.com, Sales, Business Development, Customer Service, Sales Process, Sales Operations, Team Building, Direct Sales, Team Leadership, Negotiation, Change Management, Program Management, Management, Training, Business Planning, Telecommunications, Marketing, Small Business, Networking, Logistics, Process Improvement, Microsoft Office, Security, Forecasting, Public Relations, CRM, Leadership, Project Planning, Project Management, Analysis, Start-ups, Microsoft Excel, Entrepreneurship, Leadership Development, Integration, Staff Development, Strategic Partnerships, Budgets, Wireless, Nonprofits, Consulting, Time Management, Strategy
Education
University of South Carolina - Darla Moore School of Business 1981 — 1985
BS, Business Administration
John B. Stine II John B. Stine II's Price Waterhouse Experience September 1976 - July 1997
Job Partner
Industry Accounting
Experience
Grant Thornton LLP March 2011 - Present
Wharton School, University of Pennsylvania September 1994 - January 2014
SMART Business Advisory and Consulting October 2003 - February 2011
Ernst & Young July 1997 - October 2003
Price Waterhouse September 1976 - July 1997
Skills
Family Business, Transaction Services, Flow-through Taxation, Mergers, Tax Accounting, Tax, Private Equity, Estate Planning, Accounting, Mergers & Acquisitions, Managerial Finance, Transaction Processing, Trusts, Auditing, Management, Leadership, Financial Services, Venture Capital
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MS, Accounting
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Economics (Concentration in Accounting)
Germantown Friends School
Grant Thornton LLP March 2011 - Present
Wharton School, University of Pennsylvania September 1994 - January 2014
SMART Business Advisory and Consulting October 2003 - February 2011
Ernst & Young July 1997 - October 2003
Price Waterhouse September 1976 - July 1997
Skills
Family Business, Transaction Services, Flow-through Taxation, Mergers, Tax Accounting, Tax, Private Equity, Estate Planning, Accounting, Mergers & Acquisitions, Managerial Finance, Transaction Processing, Trusts, Auditing, Management, Leadership, Financial Services, Venture Capital
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MS, Accounting
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Economics (Concentration in Accounting)
Germantown Friends School
Keith Waters Keith Waters's Price Waterhouse Experience August 1989 - September 1997
Job Consultant at Maryville University
Industry Information Technology and Services
Experience
Consultant at Maryville University February 2015 - Present
Siemens October 2007 - February 2015
PSDOGS 2013 - 2014
AG Edwards 2006 - 2007
School Information Systems, Inc. July 2003 - June 2006
G. A. Sullivan September 2002 - December 2003
Pharmacia September 2001 - July 2002
Daugherty Systems January 1998 - May 2001
Price Waterhouse August 1989 - September 1997
Skills
Data Warehousing, Organizational..., K-12, Business Process Design, Business Intelligence, Strategic Planning, Salesforce.com, Cloud Computing, Requirements Analysis, SQL Server, Process Improvement, Change Management, SaaS, Proposal Writing, Process Engineering, Management Consulting, IT Management, New Business Development, SQL, Software Development, IT Strategy, Analysis, Project Planning, Business Process, Business Analysis, Business Process...
Education
University of Oklahoma 1969 — 1973
BS, Mathematics, Meteorology
Consultant at Maryville University February 2015 - Present
Siemens October 2007 - February 2015
PSDOGS 2013 - 2014
AG Edwards 2006 - 2007
School Information Systems, Inc. July 2003 - June 2006
G. A. Sullivan September 2002 - December 2003
Pharmacia September 2001 - July 2002
Daugherty Systems January 1998 - May 2001
Price Waterhouse August 1989 - September 1997
Skills
Data Warehousing, Organizational..., K-12, Business Process Design, Business Intelligence, Strategic Planning, Salesforce.com, Cloud Computing, Requirements Analysis, SQL Server, Process Improvement, Change Management, SaaS, Proposal Writing, Process Engineering, Management Consulting, IT Management, New Business Development, SQL, Software Development, IT Strategy, Analysis, Project Planning, Business Process, Business Analysis, Business Process...
Education
University of Oklahoma 1969 — 1973
BS, Mathematics, Meteorology
Christopher Redhouse Christopher Redhouse's Price Waterhouse Experience 1990 - 1994
Job Vice President, CFO at Thomas Built Buses
Industry Automotive
Experience
Thomas Built Buses August 2013 - Present
Daimler Trucks North America January 2010 - July 2013
Daimler January 2008 - January 2011
Daimler Vehiculos Comerciales de Mexico March 2006 - December 2007
Price Waterhouse 1990 - 1994
Skills
Finance, Cost Accounting, Analysis, Forecasting, Pricing, Management, Process Improvement, Risk Management, Financial Analysis, Automotive, Managerial Finance, Strategic Planning, Continuous Improvement, Project Planning, SAP, Cross-functional Team..., Business Planning, Financial Reporting, Manufacturing, Budgets, Internal Controls, Project Control, Product Development, Controlling, Strategic Financial..., Internal Audit, Business Process..., Financial Management, Essbase, Capital Budgeting, General Aviation
Education
University of Portland 1986 — 1990
BBA, Accounting
La Salle HS 1982 — 1986
La Salle HS
Thomas Built Buses August 2013 - Present
Daimler Trucks North America January 2010 - July 2013
Daimler January 2008 - January 2011
Daimler Vehiculos Comerciales de Mexico March 2006 - December 2007
Price Waterhouse 1990 - 1994
Skills
Finance, Cost Accounting, Analysis, Forecasting, Pricing, Management, Process Improvement, Risk Management, Financial Analysis, Automotive, Managerial Finance, Strategic Planning, Continuous Improvement, Project Planning, SAP, Cross-functional Team..., Business Planning, Financial Reporting, Manufacturing, Budgets, Internal Controls, Project Control, Product Development, Controlling, Strategic Financial..., Internal Audit, Business Process..., Financial Management, Essbase, Capital Budgeting, General Aviation
Education
University of Portland 1986 — 1990
BBA, Accounting
La Salle HS 1982 — 1986
La Salle HS
Mark Garcia Mark Garcia's Price Waterhouse Experience 1987 - 1991
Job President at ipCFO
Industry Accounting
Experience
IPCFO, Inc. January 1998 - Present
and CPA January 1997 - Present
Garcia and Ortiz January 1996 - January 1997
Borrell, Inc January 1992 - January 1996
Rivero Gordimer & Company January 1990 - January 1992
Price Waterhouse 1987 - 1991
Price Waterhouse January 1986 - January 1990
Skills
PeopleSoft, Profit Maximization, Public Speaking, Organization, Accounting, Management, Forecasting, Insurance, Finance, Project Planning, Budgets, Financial Reporting, Strategy, Business Process, Recruiting, Leadership, Change Management, Analysis, Auditing, Training
Education
University of South Florida 1983 — 1987
MBA, Accounting
University of South Florida 1983 — 1987
Masters, Business Administration
University of South Florida
Bachelor of Arts, Accounting
IPCFO, Inc. January 1998 - Present
and CPA January 1997 - Present
Garcia and Ortiz January 1996 - January 1997
Borrell, Inc January 1992 - January 1996
Rivero Gordimer & Company January 1990 - January 1992
Price Waterhouse 1987 - 1991
Price Waterhouse January 1986 - January 1990
Skills
PeopleSoft, Profit Maximization, Public Speaking, Organization, Accounting, Management, Forecasting, Insurance, Finance, Project Planning, Budgets, Financial Reporting, Strategy, Business Process, Recruiting, Leadership, Change Management, Analysis, Auditing, Training
Education
University of South Florida 1983 — 1987
MBA, Accounting
University of South Florida 1983 — 1987
Masters, Business Administration
University of South Florida
Bachelor of Arts, Accounting
Steve Sprigg's Price Waterhouse Experience 1988 - 1989
Job Sr. Vice President at Qualcomm Technologies Inc
Industry Telecommunications
Experience
Qualcomm Technologies Inc. April 1997 - Present
PsychArmor Institute April 2015 - Present
San Diego Police Foundation July 2014 - Present
The Wollongong Group 1994 - 1997
Quick Tally Systems 1989 - 1991
Price Waterhouse 1988 - 1989
Arthur Andersen / Andersen Consulting 1987 - 1988
Skills
System Design, Software Development, Software Architectural..., Embedded Software, Object Oriented Design, Qualcomm BREW, Management, Product Innovation, Proximity, Embedded Operating..., x86 Assembly
Education
University of Notre Dame 1983 — 1987
BBA, Finance, Economics
Kingwood High School 1979 — 1983
High School, Benchpress, A+
Qualcomm Technologies Inc. April 1997 - Present
PsychArmor Institute April 2015 - Present
San Diego Police Foundation July 2014 - Present
The Wollongong Group 1994 - 1997
Quick Tally Systems 1989 - 1991
Price Waterhouse 1988 - 1989
Arthur Andersen / Andersen Consulting 1987 - 1988
Skills
System Design, Software Development, Software Architectural..., Embedded Software, Object Oriented Design, Qualcomm BREW, Management, Product Innovation, Proximity, Embedded Operating..., x86 Assembly
Education
University of Notre Dame 1983 — 1987
BBA, Finance, Economics
Kingwood High School 1979 — 1983
High School, Benchpress, A+
Janet Rudnicki Wilson Janet Rudnicki Wilson's Price Waterhouse Experience January 1996 - September 1997
Job Director of IRS Audits and Special Projects at Service Corporation International
Industry Individual & Family Services
Experience
Service Corporation International July 2012 - Present
Halliburton November 2002 - March 2012
Cooper Industries September 1997 - November 2002
Price Waterhouse January 1996 - September 1997
Halliburton May 1978 - January 1996
Skills
Tax, International Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Tax Advisory, Sales Tax, State Tax Planning, International Tax..., IRS Audit Controversy, Tax Provision, Communication Skills, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Organizational..., Tax Research, Research & Development..., Project Management, 1.861-8 allocation..., Intellectual Property..., Transfer Pricing, Due Diligence, Public Speaking, TEI, Non-profit Leadership, Budgets, Accounting, Tax Sharing Agreements, SEC filings, Restructuring, Provision, Sarbanes-Oxley Act, SEC Filings
Education
University of Oklahoma
Bachelors of Accountancy, Accounting
Service Corporation International July 2012 - Present
Halliburton November 2002 - March 2012
Cooper Industries September 1997 - November 2002
Price Waterhouse January 1996 - September 1997
Halliburton May 1978 - January 1996
Skills
Tax, International Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Tax Advisory, Sales Tax, State Tax Planning, International Tax..., IRS Audit Controversy, Tax Provision, Communication Skills, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Organizational..., Tax Research, Research & Development..., Project Management, 1.861-8 allocation..., Intellectual Property..., Transfer Pricing, Due Diligence, Public Speaking, TEI, Non-profit Leadership, Budgets, Accounting, Tax Sharing Agreements, SEC filings, Restructuring, Provision, Sarbanes-Oxley Act, SEC Filings
Education
University of Oklahoma
Bachelors of Accountancy, Accounting
Greg Rawlings, CPA's Price Waterhouse Experience September 1981 - June 1984
Job Tax Accountant, Preparer, Advisor, Small Business Consultant, Real Estate Valuation, Financial Accounting QuickBooks LLC
Industry Accounting
Experience
Stone Barn Holdings July 2015 - Present
Elance January 2011 - June 2015
oDesk January 2011 - June 2015
Sabal Financial Group LP January 2011 - June 2014
Greg L. Rawlings Company January 2009 - January 2011
Greg L. Rawlings Company July 2002 - January 2009
RWR Homes, Inc January 1995 - June 2002
University of La Verne January 1994 - May 1994
Greg L. Rawlings, CPA July 1984 - December 1993
Price Waterhouse September 1981 - June 1984
Skills
Real Estate, Tax, Accounting, Financial Accounting, Forensic Accounting, Due Diligence, Valuation, Restructuring, Banking, Finance, Real Estate Development, Tax Accounting, Portfolio Management, Small Business, Construction Accounting, Tax Preparation, Income Tax, Tax Law, Corporate Tax, IRS problem resolution, IRS Examination, Real Estate Tax Appeals, Tax Court, LLC Setup, QuickBooks, Estate Tax Planning, Debt Elimination, Debt Settlement, Debt Restructuring, Debt Management, Accountants, IRS Enrolled Agent, IRS Consultant, Real Estate Transactions, Franchise Tax, Franchise Consulting, CPA, Insolvency, Tax consultants, Revocable Trusts, Taxation of Trusts, Irrevocable Life..., Trust Services, Homebuilder
Education
University of Southern California 1984 — 1985
Masters of Science, accounting
University of Southern California 1977 — 1981
Bachelor of Science, Business Administration
Stone Barn Holdings July 2015 - Present
Elance January 2011 - June 2015
oDesk January 2011 - June 2015
Sabal Financial Group LP January 2011 - June 2014
Greg L. Rawlings Company January 2009 - January 2011
Greg L. Rawlings Company July 2002 - January 2009
RWR Homes, Inc January 1995 - June 2002
University of La Verne January 1994 - May 1994
Greg L. Rawlings, CPA July 1984 - December 1993
Price Waterhouse September 1981 - June 1984
Skills
Real Estate, Tax, Accounting, Financial Accounting, Forensic Accounting, Due Diligence, Valuation, Restructuring, Banking, Finance, Real Estate Development, Tax Accounting, Portfolio Management, Small Business, Construction Accounting, Tax Preparation, Income Tax, Tax Law, Corporate Tax, IRS problem resolution, IRS Examination, Real Estate Tax Appeals, Tax Court, LLC Setup, QuickBooks, Estate Tax Planning, Debt Elimination, Debt Settlement, Debt Restructuring, Debt Management, Accountants, IRS Enrolled Agent, IRS Consultant, Real Estate Transactions, Franchise Tax, Franchise Consulting, CPA, Insolvency, Tax consultants, Revocable Trusts, Taxation of Trusts, Irrevocable Life..., Trust Services, Homebuilder
Education
University of Southern California 1984 — 1985
Masters of Science, accounting
University of Southern California 1977 — 1981
Bachelor of Science, Business Administration
Judy Misbin's Price Waterhouse Experience 1989 - 1992
Job Product Marketing Colocation at CenturyLink
Industry Telecommunications
Experience
CenturyLink April 2014 - Present
Agilis International October 2012 - April 2014
NICE Systems September 2011 - October 2012
CFN Services September 2008 - September 2011
BEA Systems (Through We Are Marketing) August 2007 - June 2008
Cisco Systems, Inc January 2001 - August 2007
MCI/ANS/UUNET/WorldCom - 1995 - 2001
Price Waterhouse 1989 - 1992
Skills
Cloud Computing, SaaS, Product Management, Marketing Communications, Marketing Strategy, Marketing Management, Web Hosting, Telecommunications..., Analyst Relations, Strategic Public..., Telecommunications, Data Center, Lead Generation, Product Marketing, Managed Services, Management, Wireless, Business Development, Program Management, Marketing, VoIP, Analytics, Strategy, Go-to-market Strategy, Sales Process, Strategic Partnerships, Product Development, New Business Development, Solution Selling, Online Marketing
Education
University of South Florida
BS
CenturyLink April 2014 - Present
Agilis International October 2012 - April 2014
NICE Systems September 2011 - October 2012
CFN Services September 2008 - September 2011
BEA Systems (Through We Are Marketing) August 2007 - June 2008
Cisco Systems, Inc January 2001 - August 2007
MCI/ANS/UUNET/WorldCom - 1995 - 2001
Price Waterhouse 1989 - 1992
Skills
Cloud Computing, SaaS, Product Management, Marketing Communications, Marketing Strategy, Marketing Management, Web Hosting, Telecommunications..., Analyst Relations, Strategic Public..., Telecommunications, Data Center, Lead Generation, Product Marketing, Managed Services, Management, Wireless, Business Development, Program Management, Marketing, VoIP, Analytics, Strategy, Go-to-market Strategy, Sales Process, Strategic Partnerships, Product Development, New Business Development, Solution Selling, Online Marketing
Education
University of South Florida
BS
Steven Trumbo Steven Trumbo's Price Waterhouse Experience June 1984 - March 1989
Job Audit Partner at Brooks, McGinnis & Company, LLC
Industry Accounting
Experience
Brooks, McGinnis & Company, LLC May 1999 - Present
BDO USA, LLP November 1996 - May 1999
Price Waterhouse June 1984 - March 1989
Skills
Auditing, Non-profits, Accounting, GAAP, Internal Controls, Financial Reporting, Peachtree, Tax, Employee Benefit Plan..., QuickBooks, Nonprofit Audit, Nonprofit Accounting, CPA, Tax Returns, Assurance, Income Tax, General Ledger, Preparation, SEC filings, Corporate Tax, Not-for-Profits
Education
University of South Carolina-Columbia 1983 — 1984
Master of Accountancy, Accounting
University of South Carolina-Columbia 1979 — 1983
Bachelor of Science Business Administration, Accounting, Cum Laude
Brooks, McGinnis & Company, LLC May 1999 - Present
BDO USA, LLP November 1996 - May 1999
Price Waterhouse June 1984 - March 1989
Skills
Auditing, Non-profits, Accounting, GAAP, Internal Controls, Financial Reporting, Peachtree, Tax, Employee Benefit Plan..., QuickBooks, Nonprofit Audit, Nonprofit Accounting, CPA, Tax Returns, Assurance, Income Tax, General Ledger, Preparation, SEC filings, Corporate Tax, Not-for-Profits
Education
University of South Carolina-Columbia 1983 — 1984
Master of Accountancy, Accounting
University of South Carolina-Columbia 1979 — 1983
Bachelor of Science Business Administration, Accounting, Cum Laude
David Allsteadt, CPA's Price Waterhouse Experience 1987 - 1995
Job CFO at Home Services of Georgia, Berkshire Hathaway Georgia Properties & Harry Norman, Realtors
Industry Real Estate
Experience
Home Services of Georgia, Berkshire Hathaway Georgia Properties, Harry Norman, Realtors 2015 - Present
Docufree 2012 - 2015
Coldwell Banker Residential Brokerage 2001 - 2011
Arvida Realty Services 1995 - 2001
Price Waterhouse 1987 - 1995
Skills
Due Diligence, Strategic Planning, Acquisition Integration, Financial Reporting, Accounting, Strategic Financial..., Business Process..., Managerial Finance, Contract Negotiation, Budgets, GAAP, Customer Service, Commercial Real Estate, Cost Accounting, Forecasting, Finance, Banking, Analysis, Management, Financial Analysis, Accounts Payable, Cash Management, Cash Flow, Auditing, Real Estate, Risk Management, Sarbanes-Oxley Act, Accounts Receivable, Payroll
Education
University of South Florida - College of Business Administration 1984 — 1987
BA, Accounting
Home Services of Georgia, Berkshire Hathaway Georgia Properties, Harry Norman, Realtors 2015 - Present
Docufree 2012 - 2015
Coldwell Banker Residential Brokerage 2001 - 2011
Arvida Realty Services 1995 - 2001
Price Waterhouse 1987 - 1995
Skills
Due Diligence, Strategic Planning, Acquisition Integration, Financial Reporting, Accounting, Strategic Financial..., Business Process..., Managerial Finance, Contract Negotiation, Budgets, GAAP, Customer Service, Commercial Real Estate, Cost Accounting, Forecasting, Finance, Banking, Analysis, Management, Financial Analysis, Accounts Payable, Cash Management, Cash Flow, Auditing, Real Estate, Risk Management, Sarbanes-Oxley Act, Accounts Receivable, Payroll
Education
University of South Florida - College of Business Administration 1984 — 1987
BA, Accounting
Gary Bornstein Gary Bornstein's Price Waterhouse Experience September 1995 - April 1998
Job
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
Mario Laflamme, CA, CPA Mario Laflamme, CA, CPA's Price Waterhouse Experience 1984 - 1992
Job Chief Financial Officer at Biosign Technologies Inc.
Industry Computer Software
Experience
Biosign Technologies Inc. 2013 - Present
LED Roadway Lighting 2010 - 2013
Mass Tech Partners 2009 - 2010
Managed Technology Partners (Acquired by GreenPages Technology Solutions) 2008 - 2009
Univisions Crimson Group (acquired by York Telecom) 2002 - 2007
ThingWorld.com 1998 - 2002
Prodigy (acquired by SBC Communications) 1996 - 1998
Learning Company (previously Softkey) acquired by Mattel, Inc. 1992 - 1995
Price Waterhouse 1984 - 1992
Skills
Mergers, Cash Management, Management, Venture Capital, Start-ups, Business Strategy, Divestitures, Due Diligence, Corporate Development, Private Equity, IPO, Strategic Planning, Restructuring, Acquisition Integration, Executive Management, Mergers & Acquisitions, Strategic Partnerships, Leadership, Business Development, Business Planning, Strategy, Negotiation, Managerial Finance, Financial Modeling, Management Consulting, Investments, P&L Management, International Business, Financial Analysis, Entrepreneurship, Corporate Finance, Competitive Analysis, Manufacturing, Sales, New Business Development, M&A experience, Finance, Strategic Financial..., Valuation, Financial Services, Investor Relations, Accounting, Analysis, Business Valuation, Turn Around Management, Enterprise Software, Acquisitions, Portfolio Management, Forecasting, SEC filings
Education
University of Ottawa 1982 — 1986
Bachelor, Co-op program, Accounting
Biosign Technologies Inc. 2013 - Present
LED Roadway Lighting 2010 - 2013
Mass Tech Partners 2009 - 2010
Managed Technology Partners (Acquired by GreenPages Technology Solutions) 2008 - 2009
Univisions Crimson Group (acquired by York Telecom) 2002 - 2007
ThingWorld.com 1998 - 2002
Prodigy (acquired by SBC Communications) 1996 - 1998
Learning Company (previously Softkey) acquired by Mattel, Inc. 1992 - 1995
Price Waterhouse 1984 - 1992
Skills
Mergers, Cash Management, Management, Venture Capital, Start-ups, Business Strategy, Divestitures, Due Diligence, Corporate Development, Private Equity, IPO, Strategic Planning, Restructuring, Acquisition Integration, Executive Management, Mergers & Acquisitions, Strategic Partnerships, Leadership, Business Development, Business Planning, Strategy, Negotiation, Managerial Finance, Financial Modeling, Management Consulting, Investments, P&L Management, International Business, Financial Analysis, Entrepreneurship, Corporate Finance, Competitive Analysis, Manufacturing, Sales, New Business Development, M&A experience, Finance, Strategic Financial..., Valuation, Financial Services, Investor Relations, Accounting, Analysis, Business Valuation, Turn Around Management, Enterprise Software, Acquisitions, Portfolio Management, Forecasting, SEC filings
Education
University of Ottawa 1982 — 1986
Bachelor, Co-op program, Accounting
David Rips David Rips's Price Waterhouse Experience 1989 - 1992
Job Independent Consultant
Industry Management Consulting
Experience
Independent Consultant 2013 - Present
Verizon 2009 - 2012
Deloitte Consulting July 2001 - November 2009
Scient 1999 - 2001
Sony Pictures Entertainment May 1992 - October 1999
Price Waterhouse 1989 - 1992
Coopers & Lybrand Consulting 1987 - 1989
Commercial Optical Company 1984 - 1987
Skills
Change Management, Film, Media & Entertainment, Telecommunications, Strategy, Program Management, Strategic Planning, Management Consulting, Business Strategy, Product Management, Business Development, Competitive Analysis, Business Transformation, Project Management, Business Process..., IT Strategy, Start-ups, Content Management, Marketing Strategy, Mergers & Acquisitions
Education
University of Pennsylvania 1979 — 1984
BA, Natural Sciences
Independent Consultant 2013 - Present
Verizon 2009 - 2012
Deloitte Consulting July 2001 - November 2009
Scient 1999 - 2001
Sony Pictures Entertainment May 1992 - October 1999
Price Waterhouse 1989 - 1992
Coopers & Lybrand Consulting 1987 - 1989
Commercial Optical Company 1984 - 1987
Skills
Change Management, Film, Media & Entertainment, Telecommunications, Strategy, Program Management, Strategic Planning, Management Consulting, Business Strategy, Product Management, Business Development, Competitive Analysis, Business Transformation, Project Management, Business Process..., IT Strategy, Start-ups, Content Management, Marketing Strategy, Mergers & Acquisitions
Education
University of Pennsylvania 1979 — 1984
BA, Natural Sciences
Ross Holman Ross Holman's Price Waterhouse Experience January 1989 - March 1990
Job CEO (Founder) at Palomino Consulting Group LLC
Industry Management Consulting
Experience
Palomino Consulting Group October 2007 - Present
HyPerformix October 2005 - October 2007
Palomino Professional Services, LLC October 2002 - October 2005
Southwest Airlines March 1998 - February 2002
Paging Network, Inc (PageNet) July 1995 - March 1998
Sprint October 1991 - June 1995
Sprint March 1990 - October 1991
Price Waterhouse January 1989 - March 1990
Andersen Consulting (Accenture) December 1977 - January 1989
Skills
Business Alignment, Leadership Development, IT Governance, IT Strategy, Contract Negotiation, Project Management, Business Intelligence, Business Process..., Software Development, Software Industry, ERP, Training, Telecommunications, Governance, Mentoring, Customer Service, Information Technology, CRM, Budgets, Business Systems..., Process Improvement, Leadership, Program Management, Management Consulting, Executive Recruiting, Experienced Change Agent, IT Transformation, Project Planning, Project Coaching, Cost Management, Contract Management, College Recruiting, Retention Strategies, Performance Appraisal, Airlines, Oil/Gas, Billing Process, Billing Solutions, Technology Product..., Supply Chain Management, Start-ups, Business Process, Management, Product Management, Executive Management, Consulting, Mergers & Acquisitions, Recruiting, Professional Services, Product Development
Education
University of Oklahoma - Price College of Business 1974 — 1977
MBA, Finance and Accounting
University of Oklahoma - Price College of Business 1970 — 1974
BBA, Finance
Pampa High School 1967 — 1970
Top 5%
Palomino Consulting Group October 2007 - Present
HyPerformix October 2005 - October 2007
Palomino Professional Services, LLC October 2002 - October 2005
Southwest Airlines March 1998 - February 2002
Paging Network, Inc (PageNet) July 1995 - March 1998
Sprint October 1991 - June 1995
Sprint March 1990 - October 1991
Price Waterhouse January 1989 - March 1990
Andersen Consulting (Accenture) December 1977 - January 1989
Skills
Business Alignment, Leadership Development, IT Governance, IT Strategy, Contract Negotiation, Project Management, Business Intelligence, Business Process..., Software Development, Software Industry, ERP, Training, Telecommunications, Governance, Mentoring, Customer Service, Information Technology, CRM, Budgets, Business Systems..., Process Improvement, Leadership, Program Management, Management Consulting, Executive Recruiting, Experienced Change Agent, IT Transformation, Project Planning, Project Coaching, Cost Management, Contract Management, College Recruiting, Retention Strategies, Performance Appraisal, Airlines, Oil/Gas, Billing Process, Billing Solutions, Technology Product..., Supply Chain Management, Start-ups, Business Process, Management, Product Management, Executive Management, Consulting, Mergers & Acquisitions, Recruiting, Professional Services, Product Development
Education
University of Oklahoma - Price College of Business 1974 — 1977
MBA, Finance and Accounting
University of Oklahoma - Price College of Business 1970 — 1974
BBA, Finance
Pampa High School 1967 — 1970
Top 5%
Daniel Levitan Daniel Levitan's Price Waterhouse Experience 1989 - 1992
Job Managing Director at PNL Companies
Industry Real Estate
Experience
PNL Companies 1999 - Present
LNR Property Corporation 1998 - 1999
Price Waterhouse 1989 - 1992
E&Y Kenneth Leventhal & Company 1985 - 1989
Ernst & Young and formerly Kenneth Leventhal & Company 1985 - 1989
E&Y Kenneth Leventhal Group 1985 - 1989
Skills
Mergers, Real Estate, Loans, REO, Financial Structuring, Start-ups, Loan Origination, Negotiation, Equities, Venture Capital, Real Estate Development, Real Estate Transactions, Sellers, Real Estate Economics, Disposition, Asset Management
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Finance and Real Estate
University of Pennsylvania 1978 — 1982
BA, History and International Relations
PNL Companies 1999 - Present
LNR Property Corporation 1998 - 1999
Price Waterhouse 1989 - 1992
E&Y Kenneth Leventhal & Company 1985 - 1989
Ernst & Young and formerly Kenneth Leventhal & Company 1985 - 1989
E&Y Kenneth Leventhal Group 1985 - 1989
Skills
Mergers, Real Estate, Loans, REO, Financial Structuring, Start-ups, Loan Origination, Negotiation, Equities, Venture Capital, Real Estate Development, Real Estate Transactions, Sellers, Real Estate Economics, Disposition, Asset Management
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Finance and Real Estate
University of Pennsylvania 1978 — 1982
BA, History and International Relations
Keith M Capp Keith M Capp's Price Waterhouse Experience January 1978 - January 1984
Job Owner of Accounting Services Anywhere
Industry Accounting
Experience
Accounting Services Anywhere August 2009 - Present
BLUE HAVEN NATIONAL MANAGEMENT September 2004 - Present
NORTHROP GRUMMAN January 2002 - April 2004
The Chip Merchant January 1995 - January 2001
ROBERT HALF INTERNATIONAL January 1993 - January 1995
CARDIS CORPORATION January 1991 - January 1993
SOUTHERN CALIFORNIA WATER COMPANY January 1984 - January 1990
Southern California Water Company January 1984 - January 1986
Price Waterhouse January 1978 - January 1984
Skills
Construction, Accounting, Financial Analysis, Finance, Cash Flow, Forecasting, Mergers, Variance Analysis, Business Development, Financial Statements, New Business Development, Government Contracting, Strategic Planning, Accounts Receivable, Human Resources, Payroll, Sales
Education
University of Southern California 1982 — 1982
Master of Business Taxation
University of Southern California 1975 — 1977
BS, Accounting
University of Southern California - Marshall School of Business 1975 — 1977
Master of Business Taxation, Taxation
Accounting Services Anywhere August 2009 - Present
BLUE HAVEN NATIONAL MANAGEMENT September 2004 - Present
NORTHROP GRUMMAN January 2002 - April 2004
The Chip Merchant January 1995 - January 2001
ROBERT HALF INTERNATIONAL January 1993 - January 1995
CARDIS CORPORATION January 1991 - January 1993
SOUTHERN CALIFORNIA WATER COMPANY January 1984 - January 1990
Southern California Water Company January 1984 - January 1986
Price Waterhouse January 1978 - January 1984
Skills
Construction, Accounting, Financial Analysis, Finance, Cash Flow, Forecasting, Mergers, Variance Analysis, Business Development, Financial Statements, New Business Development, Government Contracting, Strategic Planning, Accounts Receivable, Human Resources, Payroll, Sales
Education
University of Southern California 1982 — 1982
Master of Business Taxation
University of Southern California 1975 — 1977
BS, Accounting
University of Southern California - Marshall School of Business 1975 — 1977
Master of Business Taxation, Taxation
Jenine Cruel's Price Waterhouse Experience October 2008 - July 2009
Job HR Reporting & Data Quality Lead at Flowserve Corporation
Industry Human Resources
Experience
Citi September 2012 - July 2014
Citi January 2011 - September 2012
Citi July 2009 - February 2011
Price Waterhouse October 2008 - July 2009
Verizon January 2002 - June 2008
Verizon January 2000 - January 2002
Verizon April 1997 - January 2000
Skills
SQL, Excel, Reporting & Analysis, Analysis, Metrics, Planning, Compliance, Project Planning, Microsoft Excel, Data Analysis, Risk Management, Analytics, Process Improvement, Management, Leadership, Business Planning, Human Resources, Training, Business Intelligence, Project Management, Business Analysis
Education
University of South Florida 2010 — 2012
Master of Science, Management Information Systems
University of Tampa - John H. Sykes College of Business 2006 — 2009
Bachelor of Science, Management Information Systems
Springbrook High School 1984 — 1988
Citi September 2012 - July 2014
Citi January 2011 - September 2012
Citi July 2009 - February 2011
Price Waterhouse October 2008 - July 2009
Verizon January 2002 - June 2008
Verizon January 2000 - January 2002
Verizon April 1997 - January 2000
Skills
SQL, Excel, Reporting & Analysis, Analysis, Metrics, Planning, Compliance, Project Planning, Microsoft Excel, Data Analysis, Risk Management, Analytics, Process Improvement, Management, Leadership, Business Planning, Human Resources, Training, Business Intelligence, Project Management, Business Analysis
Education
University of South Florida 2010 — 2012
Master of Science, Management Information Systems
University of Tampa - John H. Sykes College of Business 2006 — 2009
Bachelor of Science, Management Information Systems
Springbrook High School 1984 — 1988
Carter W.W. Smith Carter W.W. Smith's Price Waterhouse Experience 1992 - 1995
Job Director of Services at CyberCore Technologies
Industry Information Technology and Services
Experience
CyberCore Technologies February 2010 - Present
Stephen James Associates / Allegis Group 1995 - 2009
Price Waterhouse 1992 - 1995
Skills
IT Strategy, Technical Recruiting, Program Management, Talent Acquisition, Business Development, Leadership, Training, Data Center, Mergers & Acquisitions, Performance Management, Mergers, Strategic Planning, Employee Relations, Contract Negotiation, Management, Cloud Computing, Integration, Account Management, Project Management, Vendor Management, Information Technology, Strategy, SDLC, Recruiting, Team Leadership, Proposal Writing, Professional Services
Education
University of Richmond 1987 — 1992
BSBA
St. Paul's School 1983 — 1987
Wharton Executive Education
CyberCore Technologies February 2010 - Present
Stephen James Associates / Allegis Group 1995 - 2009
Price Waterhouse 1992 - 1995
Skills
IT Strategy, Technical Recruiting, Program Management, Talent Acquisition, Business Development, Leadership, Training, Data Center, Mergers & Acquisitions, Performance Management, Mergers, Strategic Planning, Employee Relations, Contract Negotiation, Management, Cloud Computing, Integration, Account Management, Project Management, Vendor Management, Information Technology, Strategy, SDLC, Recruiting, Team Leadership, Proposal Writing, Professional Services
Education
University of Richmond 1987 — 1992
BSBA
St. Paul's School 1983 — 1987
Wharton Executive Education
Rudy Wann Rudy Wann's Price Waterhouse Experience 1979 - 1990
Job President at Katana Research
Industry Market Research
Experience
Katana Research June 2014 - Present
VoIP Logic 2006 - June 2012
Semaphore 2000 - 2005
RevCom 1995 - 2001
IDB Communications July 1991 - March 1995
Price Waterhouse 1979 - 1990
Skills
Telecommunications, Financial Modeling, Start-ups, IPO, Financial Reporting, Mergers & Acquisitions, Finance, Mergers, Management, New Business Development, Due Diligence, SaaS, Business Planning, Business Strategy, Forecasting, Contract Negotiation, Product Management, Corporate Finance, Strategic Partnerships, Wireless, Executive Management, Strategy, Management Consulting, Restructuring, Private Equity, Managerial Finance, Venture Capital, Corporate Development, Strategic Financial..., Entrepreneurship, Business Development
Education
University of Southern California 1977 — 1979
Business
Katana Research June 2014 - Present
VoIP Logic 2006 - June 2012
Semaphore 2000 - 2005
RevCom 1995 - 2001
IDB Communications July 1991 - March 1995
Price Waterhouse 1979 - 1990
Skills
Telecommunications, Financial Modeling, Start-ups, IPO, Financial Reporting, Mergers & Acquisitions, Finance, Mergers, Management, New Business Development, Due Diligence, SaaS, Business Planning, Business Strategy, Forecasting, Contract Negotiation, Product Management, Corporate Finance, Strategic Partnerships, Wireless, Executive Management, Strategy, Management Consulting, Restructuring, Private Equity, Managerial Finance, Venture Capital, Corporate Development, Strategic Financial..., Entrepreneurship, Business Development
Education
University of Southern California 1977 — 1979
Business
Donna Passal Donna Passal's Price Waterhouse Experience 1984 - 1988
Job VP, Finance and Board Member, Fiberguide Industries
Industry Retail
Experience
Fiberguide Industries June 2012 - Present
The Children's Place August 2006 - March 2012
Office Depot 2003 - 2006
Praxair 2000 - 2002
Praxair 1996 - 2000
Praxair 1995 - 1996
Praxair 1992 - 1995
Union Carbide 1988 - 1992
Price Waterhouse 1984 - 1988
Skills
SOX, GAAP, Audit, Internal Audit, Auditing, Enterprise Risk..., Corporate Governance, Compliance, Sarbanes-Oxley Act, Corporate Finance, Internal Controls, Leadership, Forecasting, Risk Assessment, Business Process, Management, Process Improvement, Finance, Financial Analysis, Accounting, Financial Reporting, Governance
Education
University of Rochester 1990 — 1995
Master of Business Administration (MBA)
West Virginia University 1980 — 1984
BS, Business Administration
Fiberguide Industries June 2012 - Present
The Children's Place August 2006 - March 2012
Office Depot 2003 - 2006
Praxair 2000 - 2002
Praxair 1996 - 2000
Praxair 1995 - 1996
Praxair 1992 - 1995
Union Carbide 1988 - 1992
Price Waterhouse 1984 - 1988
Skills
SOX, GAAP, Audit, Internal Audit, Auditing, Enterprise Risk..., Corporate Governance, Compliance, Sarbanes-Oxley Act, Corporate Finance, Internal Controls, Leadership, Forecasting, Risk Assessment, Business Process, Management, Process Improvement, Finance, Financial Analysis, Accounting, Financial Reporting, Governance
Education
University of Rochester 1990 — 1995
Master of Business Administration (MBA)
West Virginia University 1980 — 1984
BS, Business Administration
Basia Fabian Basia Fabian's Price Waterhouse Experience November 1995 - April 1998
Job Director of Web Analytics at Ralph Lauren
Industry Retail
Experience
Ralph Lauren December 2012 - Present
Barnes&Noble.com October 2006 - December 2012
Barnes & Noble.com April 2001 - December 2004
JP Morgan May 1998 - September 2000
Price Waterhouse November 1995 - April 1998
Skills
Business Intelligence, Data Warehousing, Databases, Web Analytics, E-commerce, Data Analysis, SQL, ETL, Segmentation, Oracle, Microstrategy, Integration, Unix, Management, Marketing, Product Development, Social Media, Multi-channel Marketing, Customer Insight, Tableau, Predictive Analytics, Digital Marketing, Affiliate Marketing, Analytics, Requirements Gathering, Google Analytics, Sales, Data Mining, Unix Shell Scripting, Performance Tuning, Omniture, Customer Satisfaction, Marketing Research, Competitive Analysis, Analysis, Business Analytics
Education
University of Pennsylvania 1991 — 1995
BA, Economics/Psychology
Ralph Lauren December 2012 - Present
Barnes&Noble.com October 2006 - December 2012
Barnes & Noble.com April 2001 - December 2004
JP Morgan May 1998 - September 2000
Price Waterhouse November 1995 - April 1998
Skills
Business Intelligence, Data Warehousing, Databases, Web Analytics, E-commerce, Data Analysis, SQL, ETL, Segmentation, Oracle, Microstrategy, Integration, Unix, Management, Marketing, Product Development, Social Media, Multi-channel Marketing, Customer Insight, Tableau, Predictive Analytics, Digital Marketing, Affiliate Marketing, Analytics, Requirements Gathering, Google Analytics, Sales, Data Mining, Unix Shell Scripting, Performance Tuning, Omniture, Customer Satisfaction, Marketing Research, Competitive Analysis, Analysis, Business Analytics
Education
University of Pennsylvania 1991 — 1995
BA, Economics/Psychology
Rob Healy's Price Waterhouse Experience July 1975 - May 1981
Job Healy Consulting, LLC
Industry Financial Services
Experience
Healy Consulting, LLC January 2010 - Present
Precyse Solutions April 2003 - December 2009
Music Choice August 2000 - August 2002
NovaCare 1995 - 2000
Atcor, Inc. (Tyco International) May 1981 - February 1988
Price Waterhouse July 1975 - May 1981
Skills
Mergers, Financial Reporting, Financial Analysis, Strategic Planning, Strategic Financial..., Financial Modeling, Process Improvement, Budgets, Managerial Finance, Auditing, Forecasting, Leadership, Start-ups, Private Equity, Internal Controls, Business Strategy, Management Consulting, Organizational..., Professional Mentoring, IPO, Joint Ventures, Performance Metrics, Metrics Reporting, Board Governance, Advisory Councils, Sarbanes-Oxley, Cost Management, Strategic Consulting, Leveraging Strategic..., Business Process Design, Business Development, Acquisition Integration, acquisitions, Mergers & Acquisitions, Management, Strategy, Revenue Cycle, Finance, Analysis, Accounting, Restructuring, Venture Capital, Valuation, Change Management, Consulting, Analytics, Performance Management, Operations Management, Human Resources, Acquisitions
Education
University of Notre Dame 1971 — 1975
BBA, Accounting, Magna Cum Laude
Healy Consulting, LLC January 2010 - Present
Precyse Solutions April 2003 - December 2009
Music Choice August 2000 - August 2002
NovaCare 1995 - 2000
Atcor, Inc. (Tyco International) May 1981 - February 1988
Price Waterhouse July 1975 - May 1981
Skills
Mergers, Financial Reporting, Financial Analysis, Strategic Planning, Strategic Financial..., Financial Modeling, Process Improvement, Budgets, Managerial Finance, Auditing, Forecasting, Leadership, Start-ups, Private Equity, Internal Controls, Business Strategy, Management Consulting, Organizational..., Professional Mentoring, IPO, Joint Ventures, Performance Metrics, Metrics Reporting, Board Governance, Advisory Councils, Sarbanes-Oxley, Cost Management, Strategic Consulting, Leveraging Strategic..., Business Process Design, Business Development, Acquisition Integration, acquisitions, Mergers & Acquisitions, Management, Strategy, Revenue Cycle, Finance, Analysis, Accounting, Restructuring, Venture Capital, Valuation, Change Management, Consulting, Analytics, Performance Management, Operations Management, Human Resources, Acquisitions
Education
University of Notre Dame 1971 — 1975
BBA, Accounting, Magna Cum Laude
Scottie Trapp Scottie Trapp's Price Waterhouse Experience 1982 - 1993
Job Consultant at Sockwell Partners
Industry Staffing and Recruiting
Experience
Sockwell Partners June 1997 - Present
Navarro Group February 2006 - Present
Price Waterhouse 1982 - 1993
Education
University of South Carolina - Darla Moore School of Business 1979 — 1982
BS, Accounting
Sockwell Partners June 1997 - Present
Navarro Group February 2006 - Present
Price Waterhouse 1982 - 1993
Education
University of South Carolina - Darla Moore School of Business 1979 — 1982
BS, Accounting
Chris Cassara's Price Waterhouse Experience 1992 - 1996
Job Principal Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems March 2000 - Present
Charles River Development August 1997 - February 2000
Fidelity Investments August 1996 - August 1997
Price Waterhouse 1992 - 1996
Skills
Fund Accounting, Middle Office, Corporate Actions, Back Office, Fixed Income, Business Analysis, Financial Services, Reference Data, Performance Measurement, Asset Managment, Mutual Funds, Data Warehousing, Equities, Trading Systems, Derivatives, Securities, Investments, Market Data, Order Management
Education
University of Rhode Island 1988 — 1992
1992, Accounting
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science, Accounting
Syosset High School 1985 — 1988
Eagle Investment Systems March 2000 - Present
Charles River Development August 1997 - February 2000
Fidelity Investments August 1996 - August 1997
Price Waterhouse 1992 - 1996
Skills
Fund Accounting, Middle Office, Corporate Actions, Back Office, Fixed Income, Business Analysis, Financial Services, Reference Data, Performance Measurement, Asset Managment, Mutual Funds, Data Warehousing, Equities, Trading Systems, Derivatives, Securities, Investments, Market Data, Order Management
Education
University of Rhode Island 1988 — 1992
1992, Accounting
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science, Accounting
Syosset High School 1985 — 1988
Etienne Grobler Etienne Grobler's Price Waterhouse Experience 1983 - 1988
Job President at North49 Business Solutions
Industry Computer Software
Experience
North49 Business Solutions February 2005 - Present
UniDevelopment Company Inc August 1998 - November 2004
Fincompt (Pty) Ltd January 1989 - December 1993
Price Waterhouse 1983 - 1988
Skills
Sage, ERP, Software Implementation, Business Intelligence, Business Process, Business Analysis, Business Management, Accounting, Accpac, Strategic Planning, Professional Services, Inventory Management, Budgeting, Software Development, Management, SaaS, E-commerce, CRM, Enterprise Software, Budgets, Integration, Business Process Design, Databases, Microsoft SQL Server, Solution Selling, Consulting, Sage CRM, Business Process..., Lead Generation, Crystal Reports, Software Project..., Management Consulting, Pre-sales, Cloud Computing, SQL, Microsoft CRM, Microsoft Dynamics, Start-ups, Requirements Analysis, Software Consulting, IT Strategy, Solution Architecture, Executive Management, Product Management, Financials, Strategic Partnerships, Business Alliances, Go-to-market Strategy, Sales Process, Partner Management
Education
University of South Africa/Universiteit van Suid-Afrika 1978 — 1986
B.Compt (Hons), Accounting, Tax, Audit
University of the Free State/Universiteit van die Vrystaat 1977 — 1978
Medicine
Alberton Hoer Skool 1975 — 1976
Ladysmith High School. 1970 — 1975
North49 Business Solutions February 2005 - Present
UniDevelopment Company Inc August 1998 - November 2004
Fincompt (Pty) Ltd January 1989 - December 1993
Price Waterhouse 1983 - 1988
Skills
Sage, ERP, Software Implementation, Business Intelligence, Business Process, Business Analysis, Business Management, Accounting, Accpac, Strategic Planning, Professional Services, Inventory Management, Budgeting, Software Development, Management, SaaS, E-commerce, CRM, Enterprise Software, Budgets, Integration, Business Process Design, Databases, Microsoft SQL Server, Solution Selling, Consulting, Sage CRM, Business Process..., Lead Generation, Crystal Reports, Software Project..., Management Consulting, Pre-sales, Cloud Computing, SQL, Microsoft CRM, Microsoft Dynamics, Start-ups, Requirements Analysis, Software Consulting, IT Strategy, Solution Architecture, Executive Management, Product Management, Financials, Strategic Partnerships, Business Alliances, Go-to-market Strategy, Sales Process, Partner Management
Education
University of South Africa/Universiteit van Suid-Afrika 1978 — 1986
B.Compt (Hons), Accounting, Tax, Audit
University of the Free State/Universiteit van die Vrystaat 1977 — 1978
Medicine
Alberton Hoer Skool 1975 — 1976
Ladysmith High School. 1970 — 1975
Peter Cyffka Peter Cyffka's Price Waterhouse Experience January 1980 - April 1985
Job CFO at Epic
Industry Computer Software
Experience
Epic 2012 - Present
Financial Consulting 2010 - 2012
O'Melveny & Myers LLP March 2007 - March 2010
HOB Entertainment, Inc. (dba House of Blues) December 1999 - March 2007
Twentieth Century Fox April 1987 - October 1999
Columbia Pictures April 1985 - April 1987
Price Waterhouse January 1980 - April 1985
Skills
CPA, MBA, CFO, Controller, Accounting, Treasury, Financial Analysis, Financial Planning, Financial Reporting, Budgeting, M&A experience, M&A due diligence, Acquisition Integration, International Business, Tax Planning, Tax Compliance, Tax, Mergers, Cash Management, Financial Management, Forecasting, Insurance, Staff Development, GAAP, Debt, Due Diligence, Corporate Finance, Restructuring, IPO, Cash Flow Management, Internal Controls, Financial Modeling, Cash Flow, Joint Ventures, Financial Forecasting, Treasury Management, Reporting & Analysis, Business Planning, Managerial Finance, Risk Management, Venture Capital, Corporate Development, Mergers & Acquisitions, Strategic Financial..., Budgets, Private Equity, Valuation, Banking, Analysis, Executive Management
Education
University of Southern California - Marshall School of Business 1979 — 1980
MBA, Finance and Accounting
University of Southern California 1976 — 1979
B.S. in Business Administration, Accounting
Chaminade College Preparatory 1972 — 1976
Epic 2012 - Present
Financial Consulting 2010 - 2012
O'Melveny & Myers LLP March 2007 - March 2010
HOB Entertainment, Inc. (dba House of Blues) December 1999 - March 2007
Twentieth Century Fox April 1987 - October 1999
Columbia Pictures April 1985 - April 1987
Price Waterhouse January 1980 - April 1985
Skills
CPA, MBA, CFO, Controller, Accounting, Treasury, Financial Analysis, Financial Planning, Financial Reporting, Budgeting, M&A experience, M&A due diligence, Acquisition Integration, International Business, Tax Planning, Tax Compliance, Tax, Mergers, Cash Management, Financial Management, Forecasting, Insurance, Staff Development, GAAP, Debt, Due Diligence, Corporate Finance, Restructuring, IPO, Cash Flow Management, Internal Controls, Financial Modeling, Cash Flow, Joint Ventures, Financial Forecasting, Treasury Management, Reporting & Analysis, Business Planning, Managerial Finance, Risk Management, Venture Capital, Corporate Development, Mergers & Acquisitions, Strategic Financial..., Budgets, Private Equity, Valuation, Banking, Analysis, Executive Management
Education
University of Southern California - Marshall School of Business 1979 — 1980
MBA, Finance and Accounting
University of Southern California 1976 — 1979
B.S. in Business Administration, Accounting
Chaminade College Preparatory 1972 — 1976
Stacy Puckett Stacy Puckett's Price Waterhouse Experience 1987 - 1991
Job Chief Financial Officer at Virginia Bankers Association
Industry Banking
Experience
Virginia Bankers Association June 2015 - Present
Virginia Bankers Association December 1997 - Present
Capital One 1995 - 1997
CCA Industries, Inc August 1991 - October 1994
Price Waterhouse 1987 - 1991
Skills
Financial Reporting, Accounting, Due Diligence, GAAP, Managerial Finance, Banking, Financial Accounting, CPA, Auditing, Financial Analysis, Internal Controls, Corporate Finance, Cash Management, Finance, Income Tax, Corporate Tax
Education
University of Richmond - Robins School of Business 1983 — 1987
BS, Accounting
Virginia Bankers Association June 2015 - Present
Virginia Bankers Association December 1997 - Present
Capital One 1995 - 1997
CCA Industries, Inc August 1991 - October 1994
Price Waterhouse 1987 - 1991
Skills
Financial Reporting, Accounting, Due Diligence, GAAP, Managerial Finance, Banking, Financial Accounting, CPA, Auditing, Financial Analysis, Internal Controls, Corporate Finance, Cash Management, Finance, Income Tax, Corporate Tax
Education
University of Richmond - Robins School of Business 1983 — 1987
BS, Accounting
Bobby Davidorf's Price Waterhouse Experience 1990 - 1996
Job Founder, Board Member at Playlist Media, Inc.
Industry Computer Software
Experience
Playlist.com 2013 - Present
Project Playlist 2010 - 2013
Project Playlist 2009 - 2010
NorthStar Systems International 2006 - 2009
Tribeworks 2001 - 2006
Audio Explosion 1998 - 2000
mJuice 1998 - 2000
Oceania 1996 - 1998
Price Waterhouse 1990 - 1996
Skills
Business Planning, Accounting, Mergers, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Entrepreneurship, Finance, Business Development, Change Management, Strategy, Restructuring, Corporate Finance, Start-ups, Strategic Partnerships, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
Playlist.com 2013 - Present
Project Playlist 2010 - 2013
Project Playlist 2009 - 2010
NorthStar Systems International 2006 - 2009
Tribeworks 2001 - 2006
Audio Explosion 1998 - 2000
mJuice 1998 - 2000
Oceania 1996 - 1998
Price Waterhouse 1990 - 1996
Skills
Business Planning, Accounting, Mergers, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Entrepreneurship, Finance, Business Development, Change Management, Strategy, Restructuring, Corporate Finance, Start-ups, Strategic Partnerships, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
Chris Skarupski's Price Waterhouse Experience September 1991 - March 1997
Job
Industry Wireless
Experience
PlayPhone February 2015 - Present
SendMe, Inc. October 2009 - January 2015
Mindjet October 2007 - October 2009
Hands-On Mobile (formerly Mforma) October 2004 - October 2007
Deloitte/M&A Services Group March 1997 - October 2004
Price Waterhouse September 1991 - March 1997
Skills
Mergers & Acquisitions, Corporate Finance, Forecasting, Mergers, Corporate Development, Strategy, Start-ups, Financial Reporting, Venture Capital, Strategic Financial..., Strategic Partnerships, Analytics, Internal Controls, Investor Relations, Accounting, Product Management, Venture Financing, Financial Structuring, International..., Corporate Tax
Education
University of Pennsylvania - The Wharton School 1987 — 1991
B.S.
PlayPhone February 2015 - Present
SendMe, Inc. October 2009 - January 2015
Mindjet October 2007 - October 2009
Hands-On Mobile (formerly Mforma) October 2004 - October 2007
Deloitte/M&A Services Group March 1997 - October 2004
Price Waterhouse September 1991 - March 1997
Skills
Mergers & Acquisitions, Corporate Finance, Forecasting, Mergers, Corporate Development, Strategy, Start-ups, Financial Reporting, Venture Capital, Strategic Financial..., Strategic Partnerships, Analytics, Internal Controls, Investor Relations, Accounting, Product Management, Venture Financing, Financial Structuring, International..., Corporate Tax
Education
University of Pennsylvania - The Wharton School 1987 — 1991
B.S.
Dave Cherry's Price Waterhouse Experience December 1994 - April 1997
Job Executive Consultant Providing Insights on Analytics, Omnichannel, Retail, Business and IT Strategy
Industry Information Technology and Services
Experience
Cherry Advisory, LLC June 2013 - Present
Nationwide Insurance March 2011 - June 2013
Polo Ralph Lauren May 2010 - February 2011
TiXiT June 2009 - 2011
Limited Brands March 2008 - March 2009
Limited Brands August 2006 - March 2008
Limited Brands July 2002 - July 2006
Deloitte Consulting April 1997 - November 2001
Price Waterhouse December 1994 - April 1997
First USA June 1993 - September 1994
Skills
Cross-functional Team..., Strategy, Process Improvement, Business Process, Change Management, Business Transformation, Project Management, Business Process..., Vendor Management, Project Planning, Budgets, CRM, IT Strategy, Analysis, Training, Risk Management, Mergers & Acquisitions, Enterprise Software, Management, Business Development, Leadership, Strategic Planning, Integration, Business Strategy, Procurement, Entrepreneurship, SAP, Forecasting, Supply Chain, Management Consulting, Requirements Analysis, SDLC, Start-ups, Omnichannel, Business Analytics, Advanced Analytics, ERP, PMO, Consulting, Finance, Analytics, Governance, Business Analysis, Program Management, Business Intelligence, Team Building, Strategic Partnerships, Team Leadership, Retail, Information Technology
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Finance & Law
Cherry Advisory, LLC June 2013 - Present
Nationwide Insurance March 2011 - June 2013
Polo Ralph Lauren May 2010 - February 2011
TiXiT June 2009 - 2011
Limited Brands March 2008 - March 2009
Limited Brands August 2006 - March 2008
Limited Brands July 2002 - July 2006
Deloitte Consulting April 1997 - November 2001
Price Waterhouse December 1994 - April 1997
First USA June 1993 - September 1994
Skills
Cross-functional Team..., Strategy, Process Improvement, Business Process, Change Management, Business Transformation, Project Management, Business Process..., Vendor Management, Project Planning, Budgets, CRM, IT Strategy, Analysis, Training, Risk Management, Mergers & Acquisitions, Enterprise Software, Management, Business Development, Leadership, Strategic Planning, Integration, Business Strategy, Procurement, Entrepreneurship, SAP, Forecasting, Supply Chain, Management Consulting, Requirements Analysis, SDLC, Start-ups, Omnichannel, Business Analytics, Advanced Analytics, ERP, PMO, Consulting, Finance, Analytics, Governance, Business Analysis, Program Management, Business Intelligence, Team Building, Strategic Partnerships, Team Leadership, Retail, Information Technology
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Finance & Law
John Sheldon's Price Waterhouse Experience 1993 - 1995
Job SVP, Group Head of Innovation Management at MasterCard
Industry Think Tanks
Experience
MasterCard April 2014 - Present
eBay Enterprise June 2013 - April 2014
True Action, an eBay Inc. Company March 2011 - June 2013
Bartle Bogle Hegarty NY March 2009 - March 2011
Ogilvy NY December 2006 - February 2009
Customer Portfolios August 2001 - September 2006
DiaLogos December 1998 - June 2001
Elcom 1996 - 1998
Oracle 1995 - 1996
Price Waterhouse 1993 - 1995
Skills
E-commerce, Retail, Social Media, Marketing Strategy, Online Marketing, Digital Marketing, Executive Management, Strategic Leadership, Loyalty Program..., Online Advertising, Database Marketing, CRM, Multi-channel Marketing, Segmentation, Marketing Communications, Leadership, Advertising, Direct Marketing, Relationship Marketing, Integrated Marketing, Strategy, Analytics, Product Marketing, Brand Management, Product Management, Creative Direction, Marketing, B2B, Interactive Marketing, Mobile Marketing, Digital Strategy, Innovation, Market Planning, SEM
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics, Concentration Finance
Franklin Delano Roosevelt HS 1986 — 1990
NYC Regents
MasterCard April 2014 - Present
eBay Enterprise June 2013 - April 2014
True Action, an eBay Inc. Company March 2011 - June 2013
Bartle Bogle Hegarty NY March 2009 - March 2011
Ogilvy NY December 2006 - February 2009
Customer Portfolios August 2001 - September 2006
DiaLogos December 1998 - June 2001
Elcom 1996 - 1998
Oracle 1995 - 1996
Price Waterhouse 1993 - 1995
Skills
E-commerce, Retail, Social Media, Marketing Strategy, Online Marketing, Digital Marketing, Executive Management, Strategic Leadership, Loyalty Program..., Online Advertising, Database Marketing, CRM, Multi-channel Marketing, Segmentation, Marketing Communications, Leadership, Advertising, Direct Marketing, Relationship Marketing, Integrated Marketing, Strategy, Analytics, Product Marketing, Brand Management, Product Management, Creative Direction, Marketing, B2B, Interactive Marketing, Mobile Marketing, Digital Strategy, Innovation, Market Planning, SEM
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics, Concentration Finance
Franklin Delano Roosevelt HS 1986 — 1990
NYC Regents
Jennifer Whitbeck's Price Waterhouse Experience May 1998 - July 1998
Job Strategy and Learning Consultant
Industry Management Consulting
Experience
Merck & Co. Inc. August 2005 - July 2014
IBM October 2002 - August 2005
PricewaterhouseCoopers July 1998 - October 2002
Price Waterhouse May 1998 - July 1998
HireKnowledge March 1997 - April 1998
Skills
Change Management, Strategy, Leadership, Instructional Design, E-Learning, Cross-functional Team..., Management Consulting, Talent Management, Blended Learning, Performance Management, Coaching, Learning & Development..., Distance Learning, Business Process, Strategic Consulting, Performance Improvement, Leadership Development, CRM, Training, Learning Organizations, Spanish-speaking, Consulting, Organizational Design, Organizational..., Pharmaceutical Industry, Management, Team Leadership, Strategic Thinking, Business Strategy, Business Planning, Training Delivery, Account Management, Business Process..., Executive Coaching, Management Development, Succession Planning, Organizational..., Employee Training, Stakeholder Management, Workshop Facilitation, Learning Management..., Needs Analysis, Learning Management, ERP, Organizational Learning, Program Management, Business Transformation, Functional Competencies, Root Cause Problem..., Root Cause Analysis
Education
Vassar College 1990 — 1994
Bachelor of Arts (B.A.)
University of Pennsylvania
Merck & Co. Inc. August 2005 - July 2014
IBM October 2002 - August 2005
PricewaterhouseCoopers July 1998 - October 2002
Price Waterhouse May 1998 - July 1998
HireKnowledge March 1997 - April 1998
Skills
Change Management, Strategy, Leadership, Instructional Design, E-Learning, Cross-functional Team..., Management Consulting, Talent Management, Blended Learning, Performance Management, Coaching, Learning & Development..., Distance Learning, Business Process, Strategic Consulting, Performance Improvement, Leadership Development, CRM, Training, Learning Organizations, Spanish-speaking, Consulting, Organizational Design, Organizational..., Pharmaceutical Industry, Management, Team Leadership, Strategic Thinking, Business Strategy, Business Planning, Training Delivery, Account Management, Business Process..., Executive Coaching, Management Development, Succession Planning, Organizational..., Employee Training, Stakeholder Management, Workshop Facilitation, Learning Management..., Needs Analysis, Learning Management, ERP, Organizational Learning, Program Management, Business Transformation, Functional Competencies, Root Cause Problem..., Root Cause Analysis
Education
Vassar College 1990 — 1994
Bachelor of Arts (B.A.)
University of Pennsylvania
Dexter Chitiyo's Price Waterhouse Experience January 1988 - June 1996
Job Director Accounting Business Partnering at Bayer HealthCare Pharmaceuticals
Industry Accounting
Experience
Bayer Pharmaceuticals August 2013 - Present
Bayer Healthcare LLC July 2010 - July 2013
Bayer Corporation June 2007 - June 2010
H & R Block December 2004 - April 2010
Equitable Resources Inc June 2004 - June 2007
Century International Finance April 2003 - February 2004
Assa Abloy AB April 2001 - February 2003
Anglo American Corporation July 1996 - March 2001
Price Waterhouse January 1988 - June 1996
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Managerial Finance, Internal Audit, Financial Modeling, SAP, Auditing, Finance, Sarbanes-Oxley Act, Corporate Finance, Budgets, Financial Forecasting, Mergers & Acquisitions, Strategic Planning, Tax, Business Planning, Accounting, Forecasting, General Ledger, Internal Controls, Investments, Management, Financial Accounting, IFRS, US GAAP, Cash Flow, CPA, Financial Audits, Consolidation, Variance Analysis, Due Diligence, GAAP, Cost Accounting, Hyperion Enterprise, Account Reconciliation, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2010
EMBA, BUSINESS
University of South Africa/Universiteit van Suid-Afrika 1998 — 2001
MBL, Corporate Finance
University of South Africa/Universiteit van Suid-Afrika 1988 — 1990
B Compt, Accounitng
St Ignatius 1982 — 1984
Prine Edward School
Bayer Pharmaceuticals August 2013 - Present
Bayer Healthcare LLC July 2010 - July 2013
Bayer Corporation June 2007 - June 2010
H & R Block December 2004 - April 2010
Equitable Resources Inc June 2004 - June 2007
Century International Finance April 2003 - February 2004
Assa Abloy AB April 2001 - February 2003
Anglo American Corporation July 1996 - March 2001
Price Waterhouse January 1988 - June 1996
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Managerial Finance, Internal Audit, Financial Modeling, SAP, Auditing, Finance, Sarbanes-Oxley Act, Corporate Finance, Budgets, Financial Forecasting, Mergers & Acquisitions, Strategic Planning, Tax, Business Planning, Accounting, Forecasting, General Ledger, Internal Controls, Investments, Management, Financial Accounting, IFRS, US GAAP, Cash Flow, CPA, Financial Audits, Consolidation, Variance Analysis, Due Diligence, GAAP, Cost Accounting, Hyperion Enterprise, Account Reconciliation, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2010
EMBA, BUSINESS
University of South Africa/Universiteit van Suid-Afrika 1998 — 2001
MBL, Corporate Finance
University of South Africa/Universiteit van Suid-Afrika 1988 — 1990
B Compt, Accounitng
St Ignatius 1982 — 1984
Prine Edward School
Sandra D'Souza's Price Waterhouse Experience June 1991 - April 1994
Job
Industry Staffing and Recruiting
Experience
Sandstone Solutions Group Inc. September 2012 - Present
Resources Global Professionals May 2005 - August 2012
Thorek/Scott and Partners October 2004 - April 2005
EdgeStone Capital Partners July 2002 - October 2004
Merrill Lynch HSBC October 2000 - June 2002
TD Securities March 1997 - October 2000
Bank of Montreal 1996 - 1997
Canadian Investor Protection Fund April 1994 - 1996
Price Waterhouse June 1991 - April 1994
Skills
Executive Search, Talent Acquisition, Financial Reporting, Financial Analysis, Internal Controls, Management, Recruiting, Finance, Team Management, Management Consulting
Education
University of Ottawa / Université d'Ottawa 1987 — 1991
Bachelor of Commerce
Sandstone Solutions Group Inc. September 2012 - Present
Resources Global Professionals May 2005 - August 2012
Thorek/Scott and Partners October 2004 - April 2005
EdgeStone Capital Partners July 2002 - October 2004
Merrill Lynch HSBC October 2000 - June 2002
TD Securities March 1997 - October 2000
Bank of Montreal 1996 - 1997
Canadian Investor Protection Fund April 1994 - 1996
Price Waterhouse June 1991 - April 1994
Skills
Executive Search, Talent Acquisition, Financial Reporting, Financial Analysis, Internal Controls, Management, Recruiting, Finance, Team Management, Management Consulting
Education
University of Ottawa / Université d'Ottawa 1987 — 1991
Bachelor of Commerce
Joe Almaguer's Price Waterhouse Experience January 1997 - January 1998
Job Financial Controller at Fuse FX
Industry Renewables & Environment
Experience
Fuse FX May 2014 - Present
Allan Company August 2013 - May 2014
Zoic Studios July 2011 - August 2013
Deluxe Laboratories October 2007 - July 2011
Stargate Films, Inc January 1998 - October 2007
Price Waterhouse January 1997 - January 1998
Turner Broadcasting System May 1995 - January 1997
Medaphis, Inc. January 1992 - May 1995
Geoge A Pennington & Company 1991 - 1992
Skills
Financial Reporting, Budgets, Forecasting, Accounting, Financial Analysis, Financial Audits, Auditing, Feature Films, Cash Flow, Variance Analysis, Corporate Finance, Financial Accounting, Finance, Mergers & Acquisitions, Payroll, Consolidation, Financial Statements, Cash Management, Analysis, Accruals, Management
Education
University of South Florida 1987 — 1990
BA, Accounting
Jesuit High School of Tampa Fl
Fuse FX May 2014 - Present
Allan Company August 2013 - May 2014
Zoic Studios July 2011 - August 2013
Deluxe Laboratories October 2007 - July 2011
Stargate Films, Inc January 1998 - October 2007
Price Waterhouse January 1997 - January 1998
Turner Broadcasting System May 1995 - January 1997
Medaphis, Inc. January 1992 - May 1995
Geoge A Pennington & Company 1991 - 1992
Skills
Financial Reporting, Budgets, Forecasting, Accounting, Financial Analysis, Financial Audits, Auditing, Feature Films, Cash Flow, Variance Analysis, Corporate Finance, Financial Accounting, Finance, Mergers & Acquisitions, Payroll, Consolidation, Financial Statements, Cash Management, Analysis, Accruals, Management
Education
University of South Florida 1987 — 1990
BA, Accounting
Jesuit High School of Tampa Fl
Peter Hirsh's Price Waterhouse Experience August 1994 - March 1997
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock May 1999 - Present
JP Morgan March 1997 - April 1999
Price Waterhouse August 1994 - March 1997
Skills
Alternative Investments, Fixed Income, Swaps, Asset Management, Private Equity, CLO, Structured Products, Marketing Communications, Client Service
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Economics
BlackRock May 1999 - Present
JP Morgan March 1997 - April 1999
Price Waterhouse August 1994 - March 1997
Skills
Alternative Investments, Fixed Income, Swaps, Asset Management, Private Equity, CLO, Structured Products, Marketing Communications, Client Service
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Economics
Brien Brown's Price Waterhouse Experience January 1990 - December 1990
Job VP and Chief Information Officer at ONEOK
Industry Oil & Energy
Experience
ONEOK January 2013 - Present
ONEOK April 2009 - December 2012
SAP April 2006 - April 2009
CITGO Petroleum Corporation July 1991 - April 2006
Price Waterhouse January 1990 - December 1990
Skills
Business Intelligence, Business Analysis, SharePoint, SAP, ERP, IT Management, IT Strategy, IT Solutions, CPA, Accounting, Oracle E-Business Suite, Oracle HR, Oracle Applications, SAP ERP, SAP R/3
Education
University of Oklahoma 1985 — 1990
BBA, Accounting/MIS
ONEOK January 2013 - Present
ONEOK April 2009 - December 2012
SAP April 2006 - April 2009
CITGO Petroleum Corporation July 1991 - April 2006
Price Waterhouse January 1990 - December 1990
Skills
Business Intelligence, Business Analysis, SharePoint, SAP, ERP, IT Management, IT Strategy, IT Solutions, CPA, Accounting, Oracle E-Business Suite, Oracle HR, Oracle Applications, SAP ERP, SAP R/3
Education
University of Oklahoma 1985 — 1990
BBA, Accounting/MIS
Maureen Fagan's Price Waterhouse Experience 1990 - 1992
Job
Industry Accounting
Experience
Helene Curtis 1992 - 1997
Price Waterhouse 1990 - 1992
Education
University of Notre Dame 1986 — 1990
Helene Curtis 1992 - 1997
Price Waterhouse 1990 - 1992
Education
University of Notre Dame 1986 — 1990
Nicole Dufresne-Baker's Price Waterhouse Experience 1988 - 1994
Job Senior Manager ERS at Deloitte
Industry Management Consulting
Experience
Deloitte & Touche September 2006 - Present
Deloitte 2009 - 2010
Ottawa Chamber of Commerce 2007 - 2007
Ritchie Feed & Seed Inc. September 1994 - June 2006
Price Waterhouse 1988 - 1994
Skills
Internal Controls, Financial Reporting, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Treasury Management, Budgets, Finance, Managerial Finance, Financial Statements
Education
University of Ottawa / Université d'Ottawa 1983 — 1988
Bachelor of Commerce (B.Com.), Accounting
Deloitte & Touche September 2006 - Present
Deloitte 2009 - 2010
Ottawa Chamber of Commerce 2007 - 2007
Ritchie Feed & Seed Inc. September 1994 - June 2006
Price Waterhouse 1988 - 1994
Skills
Internal Controls, Financial Reporting, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Treasury Management, Budgets, Finance, Managerial Finance, Financial Statements
Education
University of Ottawa / Université d'Ottawa 1983 — 1988
Bachelor of Commerce (B.Com.), Accounting
Duane Mensinger's Price Waterhouse Experience 1988 - 1996
Job President, ExtraView Corp.
Industry Computer Software
Experience
ExtraView Corporation 2002 - Present
Frontline Now 1998 - 2002
Netflix 1997 - 1998
Borland 1996 - 1997
Price Waterhouse 1988 - 1996
Skills
Mergers & Acquisitions, Enterprise Software, Business Strategy, Software Development, SaaS, New Business Development, Business Development, Agile Methodologies, Mergers, Integration, Strategic Partnerships, CRM, Business Intelligence, Business Analysis
Education
University of Southern California
ExtraView Corporation 2002 - Present
Frontline Now 1998 - 2002
Netflix 1997 - 1998
Borland 1996 - 1997
Price Waterhouse 1988 - 1996
Skills
Mergers & Acquisitions, Enterprise Software, Business Strategy, Software Development, SaaS, New Business Development, Business Development, Agile Methodologies, Mergers, Integration, Strategic Partnerships, CRM, Business Intelligence, Business Analysis
Education
University of Southern California
Mike Woss's Price Waterhouse Experience 1992 - 1996
Job Manager Database Services at Citizens Property Insurance Corporation
Industry Insurance
Experience
Citizens Property Insurance Corporation August 2014 - Present
Citizens Property Insurance June 2008 - August 2014
Better Insurance Processing Technology (BIPT) December 2002 - June 2008
United Devices August 2000 - December 2002
IBM Global Services 1996 - 2000
IBM 1996 - 2000
IBM/Advantis 1996 - 1999
Price Waterhouse 1992 - 1996
SAIC 1988 - 1992
Skills
Database Design, DB2, Microsoft SQL Server, Distributed Systems, Operations Management, Director Level..., SQL, Data Warehousing, Enterprise Architecture, Requirements Analysis, Software Development, Databases, Testing, JavaScript, Data Modeling, SDLC, Disaster Recovery, Visio, SOA, T-SQL, ETL, SSIS, Business Intelligence, Systems Analysis, Requirements Gathering, Agile Methodologies
Education
University of South Florida - College of Business Administration 1983 — 1988
BS, MIS
Citizens Property Insurance Corporation August 2014 - Present
Citizens Property Insurance June 2008 - August 2014
Better Insurance Processing Technology (BIPT) December 2002 - June 2008
United Devices August 2000 - December 2002
IBM Global Services 1996 - 2000
IBM 1996 - 2000
IBM/Advantis 1996 - 1999
Price Waterhouse 1992 - 1996
SAIC 1988 - 1992
Skills
Database Design, DB2, Microsoft SQL Server, Distributed Systems, Operations Management, Director Level..., SQL, Data Warehousing, Enterprise Architecture, Requirements Analysis, Software Development, Databases, Testing, JavaScript, Data Modeling, SDLC, Disaster Recovery, Visio, SOA, T-SQL, ETL, SSIS, Business Intelligence, Systems Analysis, Requirements Gathering, Agile Methodologies
Education
University of South Florida - College of Business Administration 1983 — 1988
BS, MIS
Athena Sosangelis Lorenzo's Price Waterhouse Experience 1994 - 1998
Job Managing Director, Silver Leaf Partners, LLC
Industry Investment Management
Experience
Silver Leaf Partners, LLC February 2015 - Present
Varadero Capital, LP 2012 - 2014
TKNG Capital Partners, LLC 2010 - 2011
M. Safra & Co., Inc. 2008 - 2009
The Prescott Group, LLC 2007 - 2008
Legg Mason 2005 - 2007
Citigroup 1998 - 2005
Price Waterhouse 1994 - 1998
Citizens Democracy Corp, US Department of State, Agency for International Development Subcontractor 1993 - 1994
Skills
Hedge Funds, Asset Management, Investor Relations, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investment Banking, Financial Markets, Emerging Markets, Mergers & Acquisitions, Investments, Fixed Income, Capital Markets, Business Development, Finance, Private Equity
Education
University of Pennsylvania
BA, Economics, College of Arts & Sciences
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania - The Wharton School
BS
Silver Leaf Partners, LLC February 2015 - Present
Varadero Capital, LP 2012 - 2014
TKNG Capital Partners, LLC 2010 - 2011
M. Safra & Co., Inc. 2008 - 2009
The Prescott Group, LLC 2007 - 2008
Legg Mason 2005 - 2007
Citigroup 1998 - 2005
Price Waterhouse 1994 - 1998
Citizens Democracy Corp, US Department of State, Agency for International Development Subcontractor 1993 - 1994
Skills
Hedge Funds, Asset Management, Investor Relations, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investment Banking, Financial Markets, Emerging Markets, Mergers & Acquisitions, Investments, Fixed Income, Capital Markets, Business Development, Finance, Private Equity
Education
University of Pennsylvania
BA, Economics, College of Arts & Sciences
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania - The Wharton School
BS
Greg Ottinger's Price Waterhouse Experience 1996 - 1998
Job Director, IT Business Partnering Respiratory and Neuroscience at GlaxoSmithKline
Industry Information Technology and Services
Experience
GlaxoSmithKline April 2011 - Present
GlaxoSmithKline October 2008 - August 2011
Comperio Technologies 2002 - 2008
GlaxoSmithKline 2002 - 2007
ProCaveo 2000 - 2002
Spearhead Systems 1998 - 1999
Price Waterhouse 1996 - 1998
Skills
SAP, Interactive Marketing, Strategy, Marketing, Management, Business Analysis, IT Strategy, Digital Marketing, Strategic Planning, Change Management, Web Analytics, Team Leadership, Outsourcing, Leadership, Pharmaceutical Industry, Product Launch, Project Management, Pharmaceutical Sales, Cross-functional Team..., Analytics, CRM, Vendor Management, Program Management, Process Improvement, Sales Effectiveness, Consulting, Business Process...
Education
University of Pittsburgh 1991 — 1995
B.S., Engineering
GlaxoSmithKline April 2011 - Present
GlaxoSmithKline October 2008 - August 2011
Comperio Technologies 2002 - 2008
GlaxoSmithKline 2002 - 2007
ProCaveo 2000 - 2002
Spearhead Systems 1998 - 1999
Price Waterhouse 1996 - 1998
Skills
SAP, Interactive Marketing, Strategy, Marketing, Management, Business Analysis, IT Strategy, Digital Marketing, Strategic Planning, Change Management, Web Analytics, Team Leadership, Outsourcing, Leadership, Pharmaceutical Industry, Product Launch, Project Management, Pharmaceutical Sales, Cross-functional Team..., Analytics, CRM, Vendor Management, Program Management, Process Improvement, Sales Effectiveness, Consulting, Business Process...
Education
University of Pittsburgh 1991 — 1995
B.S., Engineering
Nancy Estabrook's Price Waterhouse Experience 1990 - 1997
Job Principal Consultant at Tangoe
Industry Computer Software
Experience
Tangoe June 2006 - Present
Price Waterhouse 1990 - 1997
Skills
Requirements Analysis, Integration, Enterprise Software, Vendor Management, Professional Services, Process Improvement, SaaS, Business Analysis, IT Strategy, SDLC, Business Intelligence, SOA, Program Management, Telecommunications
Education
University of Pennsylvania 1986 — 1990
Bachelor of Science (B.S.), Decision Science
Tangoe June 2006 - Present
Price Waterhouse 1990 - 1997
Skills
Requirements Analysis, Integration, Enterprise Software, Vendor Management, Professional Services, Process Improvement, SaaS, Business Analysis, IT Strategy, SDLC, Business Intelligence, SOA, Program Management, Telecommunications
Education
University of Pennsylvania 1986 — 1990
Bachelor of Science (B.S.), Decision Science
Gregory Kushner's Price Waterhouse Experience 1985 - 1989
Job Owner, Lido Advisors, LLC
Industry Investment Management
Experience
Lido Advisors, LLC November 1999 - Present
Lido Consulting, Inc. April 1995 - Present
Beverly Hills based Family Office April 1992 - April 1995
The Chase Manhattan Bank March 1989 - April 1992
Price Waterhouse 1985 - 1989
Skills
Asset Allocation, Investments, Asset Management, Asset Managment, Portfolio Management, Finance, Wealth Management, Private Equity, Mergers & Acquisitions, Due Diligence, High Net Worth..., Hedge Funds, Management, Venture Capital, Financial Planning
Education
University of Southern California 1975 — 1978
Bachelor of Science (BS), Business Administration / Accounting
Lido Advisors, LLC November 1999 - Present
Lido Consulting, Inc. April 1995 - Present
Beverly Hills based Family Office April 1992 - April 1995
The Chase Manhattan Bank March 1989 - April 1992
Price Waterhouse 1985 - 1989
Skills
Asset Allocation, Investments, Asset Management, Asset Managment, Portfolio Management, Finance, Wealth Management, Private Equity, Mergers & Acquisitions, Due Diligence, High Net Worth..., Hedge Funds, Management, Venture Capital, Financial Planning
Education
University of Southern California 1975 — 1978
Bachelor of Science (BS), Business Administration / Accounting
Carl Johns's Price Waterhouse Experience 1997 - 1999
Job Director, Custom Analytics & Cross Reference Stewardship at Premier healthcare alliance
Industry Hospital & Health Care
Experience
Premier healthcare alliance September 2012 - Present
Premier, Inc. March 2010 - September 2012
Premier, Inc. March 2007 - March 2010
Premier, Inc. September 2006 - March 2007
NouvEON Technology Partners 2005 - 2006
Royal & SunAlliance 2002 - 2005
Ballantyne Consulting Group 1999 - 2002
PricewaterhouseCoopers 1998 - 1999
Price Waterhouse 1997 - 1999
PwC Consulting 1997 - 1999
Skills
SDLC, Agile Methodologies, PMO, Program Management, Process Improvement, Software Project..., Project Portfolio..., Requirements Analysis, Business Analysis, Agile Project Management, Business Intelligence, Visio, Business Process Design, Vendor Management, Project Management, PMP, Business Process..., Solution Architecture, Enterprise Architecture, Change Management, Integration, SaaS, SAP, Enterprise Software, SharePoint, Software Development, Requirements Gathering, Scrum, IT Strategy, Data Warehousing, Business Process, Analytics
Education
University of South Carolina-Columbia 1989 — 1994
BS, Computer Science
Premier healthcare alliance September 2012 - Present
Premier, Inc. March 2010 - September 2012
Premier, Inc. March 2007 - March 2010
Premier, Inc. September 2006 - March 2007
NouvEON Technology Partners 2005 - 2006
Royal & SunAlliance 2002 - 2005
Ballantyne Consulting Group 1999 - 2002
PricewaterhouseCoopers 1998 - 1999
Price Waterhouse 1997 - 1999
PwC Consulting 1997 - 1999
Skills
SDLC, Agile Methodologies, PMO, Program Management, Process Improvement, Software Project..., Project Portfolio..., Requirements Analysis, Business Analysis, Agile Project Management, Business Intelligence, Visio, Business Process Design, Vendor Management, Project Management, PMP, Business Process..., Solution Architecture, Enterprise Architecture, Change Management, Integration, SaaS, SAP, Enterprise Software, SharePoint, Software Development, Requirements Gathering, Scrum, IT Strategy, Data Warehousing, Business Process, Analytics
Education
University of South Carolina-Columbia 1989 — 1994
BS, Computer Science
Herb Kleinberger's Price Waterhouse Experience 1984 - 2002
Job Owner, ARC Business Advisors LLC
Industry Retail
Experience
ARC Business Advisors LLC PartnerPricewaterhouseCoopers1988 - Present
IBM Global Services 2002 - 2007
IBM 2001 - 2007
Price Waterhouse 1984 - 2002
PwC Consulting 1984 - 2002
Management Horizons LLP 1985 - 1995
Skills
Management Consulting, Mergers & Acquisitions, Strategic Planning, Business Transformation, Acquisition Integration, Business Intelligence, Business Process..., Strategy, Business Strategy, Start-ups, Mergers, Business Analysis, Retail, Business Development, Change Management, IT Strategy, Due Diligence, E-commerce, Financial Modeling, Executive Management, Entrepreneurship, Restructuring, Analytics, Outsourcing, Venture Capital, Business Process, Consulting, Strategic Partnerships, Business Planning, ERP, Corporate Development, Cross-functional Team..., Organizational Design, Private Equity, Competitive Analysis, Governance, Forecasting, Strategic Consulting, Program Management, Enterprise Software, SaaS, Process Improvement, Product Management, Professional Services, Leadership, CRM, P&L Management, Management, Vendor Management, International Business
Education
University of Pennsylvania - The Wharton School
ARC Business Advisors LLC PartnerPricewaterhouseCoopers1988 - Present
IBM Global Services 2002 - 2007
IBM 2001 - 2007
Price Waterhouse 1984 - 2002
PwC Consulting 1984 - 2002
Management Horizons LLP 1985 - 1995
Skills
Management Consulting, Mergers & Acquisitions, Strategic Planning, Business Transformation, Acquisition Integration, Business Intelligence, Business Process..., Strategy, Business Strategy, Start-ups, Mergers, Business Analysis, Retail, Business Development, Change Management, IT Strategy, Due Diligence, E-commerce, Financial Modeling, Executive Management, Entrepreneurship, Restructuring, Analytics, Outsourcing, Venture Capital, Business Process, Consulting, Strategic Partnerships, Business Planning, ERP, Corporate Development, Cross-functional Team..., Organizational Design, Private Equity, Competitive Analysis, Governance, Forecasting, Strategic Consulting, Program Management, Enterprise Software, SaaS, Process Improvement, Product Management, Professional Services, Leadership, CRM, P&L Management, Management, Vendor Management, International Business
Education
University of Pennsylvania - The Wharton School
Susan Brown Otto's Price Waterhouse Experience 1979 - 1997
Job International Tax Advisory Services, LLC
Industry Accounting
Experience
International Tax Advisory Services, LLC February 2000 - Present
Raich Ende Malter & Co., LLP July 2000 - Present
Arthur Andersen LLP 1997 - 2000
Price Waterhouse 1979 - 1997
Skills
International,..., SEC filings, Expatriate Tax, Tax Research, Tax Advisory, Mergers, High Net Worth..., Sales Tax, Tax Law, US GAAP, Transfer Pricing, IFRS, Property Tax, Internal Controls, Internal Audit, US Tax, Expatriate Management
Education
UNIVERSITY OF SCRANTON 1975 — 1979
Bachelor of Science, Accounting
University of Scranton 1975 — 1979
Bachelor of Science (BS), Accounting
International Tax Advisory Services, LLC February 2000 - Present
Raich Ende Malter & Co., LLP July 2000 - Present
Arthur Andersen LLP 1997 - 2000
Price Waterhouse 1979 - 1997
Skills
International,..., SEC filings, Expatriate Tax, Tax Research, Tax Advisory, Mergers, High Net Worth..., Sales Tax, Tax Law, US GAAP, Transfer Pricing, IFRS, Property Tax, Internal Controls, Internal Audit, US Tax, Expatriate Management
Education
UNIVERSITY OF SCRANTON 1975 — 1979
Bachelor of Science, Accounting
University of Scranton 1975 — 1979
Bachelor of Science (BS), Accounting
Jeffrey Hochstadt's Price Waterhouse Experience 1994 - 1996
Job Senior Vice President Finance at Western Union
Industry Financial Services
Experience
Western Union 2006 - Present
First Data Corporation 2004 - 2006
Morgan Stanley Capital International 2002 - 2004
IBM Strategy and Change (Formerly Mainspring) 2000 - 2002
A.G. Edwards & Sons, Inc. 1996 - 1998
Price Waterhouse 1994 - 1996
Skills
Business Strategy, Competitive Analysis, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Washington University in St. Louis 1990 — 1994
BSBA, Business
Thomas Jefferson High School
Western Union 2006 - Present
First Data Corporation 2004 - 2006
Morgan Stanley Capital International 2002 - 2004
IBM Strategy and Change (Formerly Mainspring) 2000 - 2002
A.G. Edwards & Sons, Inc. 1996 - 1998
Price Waterhouse 1994 - 1996
Skills
Business Strategy, Competitive Analysis, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Washington University in St. Louis 1990 — 1994
BSBA, Business
Thomas Jefferson High School
David Dugan's Price Waterhouse Experience 1990 - 2002
Job Corporate Controller at FEI Company
Industry Nanotechnology
Experience
FEI Company December 2003 - Present
PricewaterhouseCoopers January 1991 - November 2002
Price Waterhouse 1990 - 2002
Education
University of Oregon 1988 — 1990
BS, Accounting
University of Oregon - Charles H. Lundquist College of Business 1988 — 1990
FEI Company December 2003 - Present
PricewaterhouseCoopers January 1991 - November 2002
Price Waterhouse 1990 - 2002
Education
University of Oregon 1988 — 1990
BS, Accounting
University of Oregon - Charles H. Lundquist College of Business 1988 — 1990
Cheryle Young's Price Waterhouse Experience 1985 - 1988
Job Senior Realtor at Today Real Estate
Industry Real Estate
Experience
Today Real Estate May 2003 - Present
Fidelity Investments 1995 - 2002
Price Waterhouse Management Consultants 1988 - 1995
Price Waterhouse 1985 - 1988
Skills
Financial Modeling, Financial Analysis, Asset Managment, Valuation, Due Diligence, Sellers, Strategic Planning, Investment Properties, Relocation, Real Estate Transactions, Mergers
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics, Accounting and Finance
Wellesley High School 1979 — 1981
Today Real Estate May 2003 - Present
Fidelity Investments 1995 - 2002
Price Waterhouse Management Consultants 1988 - 1995
Price Waterhouse 1985 - 1988
Skills
Financial Modeling, Financial Analysis, Asset Managment, Valuation, Due Diligence, Sellers, Strategic Planning, Investment Properties, Relocation, Real Estate Transactions, Mergers
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics, Accounting and Finance
Wellesley High School 1979 — 1981
Jim Probst's Price Waterhouse Experience September 1986 - September 1989
Job IT Principal at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation December 2014 - Present
Duke Energy Corporation August 2013 - December 2014
Duke Energy Corporation November 2007 - December 2013
Progress Energy August 2003 - November 2007
Progress Energy March 2002 - August 2003
Progress Energy March 1996 - March 2002
Progress Energy March 1995 - March 1996
Progress Energy February 1993 - March 1995
Tampa General Hospital September 1989 - January 1993
Price Waterhouse September 1986 - September 1989
Skills
Enterprise Architecture, Integration, SDLC, IT Strategy, SCADA, Solution Architecture, Disaster Recovery, Software Development, Enterprise Software, Data Center, PMP, IT Management, ITIL, Smart Grid, SharePoint, Requirements Analysis, Project Management
Education
University of South Florida 1980 — 1984
BA, Management Information Systems
Duke Energy Corporation December 2014 - Present
Duke Energy Corporation August 2013 - December 2014
Duke Energy Corporation November 2007 - December 2013
Progress Energy August 2003 - November 2007
Progress Energy March 2002 - August 2003
Progress Energy March 1996 - March 2002
Progress Energy March 1995 - March 1996
Progress Energy February 1993 - March 1995
Tampa General Hospital September 1989 - January 1993
Price Waterhouse September 1986 - September 1989
Skills
Enterprise Architecture, Integration, SDLC, IT Strategy, SCADA, Solution Architecture, Disaster Recovery, Software Development, Enterprise Software, Data Center, PMP, IT Management, ITIL, Smart Grid, SharePoint, Requirements Analysis, Project Management
Education
University of South Florida 1980 — 1984
BA, Management Information Systems
Fritz Gordon's Price Waterhouse Experience 1981 - 1982
Job Finance at FEI Company
Industry Information Technology and Services
Experience
FEI Company May 1986 - Present
Tektronix, Inc 1982 - 1987
Price Waterhouse 1981 - 1982
Skills
Mergers, Auditing
Education
University of Oregon - Charles H. Lundquist College of Business 1976 — 1978
University of Wisconsin-Madison 1969 — 1972
BS, Mathematics
FEI Company May 1986 - Present
Tektronix, Inc 1982 - 1987
Price Waterhouse 1981 - 1982
Skills
Mergers, Auditing
Education
University of Oregon - Charles H. Lundquist College of Business 1976 — 1978
University of Wisconsin-Madison 1969 — 1972
BS, Mathematics
Kris Kennedy's Price Waterhouse Experience August 1989 - July 1994
Job Controller at Brock White
Industry Building Materials
Experience
Brock White April 2002 - Present
Allied Interstate Inc./First Contact Inc December 1998 - January 2002
Cray Research May 1996 - December 1998
Cray Research July 1994 - May 1996
Price Waterhouse August 1989 - July 1994
Skills
Auditing, Budgets, Internal Audit, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls
Education
University of St. Thomas - Opus College of Business 1997 — 2002
MBA, Finance
University of Notre Dame 1985 — 1989
Brock White April 2002 - Present
Allied Interstate Inc./First Contact Inc December 1998 - January 2002
Cray Research May 1996 - December 1998
Cray Research July 1994 - May 1996
Price Waterhouse August 1989 - July 1994
Skills
Auditing, Budgets, Internal Audit, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls
Education
University of St. Thomas - Opus College of Business 1997 — 2002
MBA, Finance
University of Notre Dame 1985 — 1989
Dana Roland's Price Waterhouse Experience 1993 - 1996
Job home educator
Industry Human Resources
Experience
Avanade 2000 - 2001
Accenture 1998 - 2000
Credit Suisse First Boston 1996 - 1997
Price Waterhouse 1993 - 1996
Skills
Social Media, Organizational...
Education
University of Pennsylvania 1989 — 1993
BSE, Economics
Avanade 2000 - 2001
Accenture 1998 - 2000
Credit Suisse First Boston 1996 - 1997
Price Waterhouse 1993 - 1996
Skills
Social Media, Organizational...
Education
University of Pennsylvania 1989 — 1993
BSE, Economics
Ray August's Price Waterhouse Experience 1986 - 1992
Job President and COO at Benefitfocus
Industry Computer Software
Experience
Benefitfocus April 2015 - Present
Benefitfocus August 2014 - Present
CSC January 1998 - July 2014
Great Plains Software 1992 - 1997
Price Waterhouse 1986 - 1992
The Curchin Group November 1983 - November 1985
Skills
Business Analysis, IT Strategy, IT Management, Business Intelligence, Customer Service, Outsourcing, Business Process..., Program Management, Vendor Management, SaaS, Business Process, ERP, Enterprise Software, Leadership, Visio, Professional Services, Software Project...
Education
University of South Carolina - The Moore School of Business 1979 — 1983
BS, Accounting
Benefitfocus April 2015 - Present
Benefitfocus August 2014 - Present
CSC January 1998 - July 2014
Great Plains Software 1992 - 1997
Price Waterhouse 1986 - 1992
The Curchin Group November 1983 - November 1985
Skills
Business Analysis, IT Strategy, IT Management, Business Intelligence, Customer Service, Outsourcing, Business Process..., Program Management, Vendor Management, SaaS, Business Process, ERP, Enterprise Software, Leadership, Visio, Professional Services, Software Project...
Education
University of South Carolina - The Moore School of Business 1979 — 1983
BS, Accounting
Sohel Merchant's Price Waterhouse Experience August 2002 - May 2003
Job Staff Auditor I at WorkSafeBC
Industry Accounting
Experience
WorkSafeBC August 2012 - Present
Great Canadian Gaming Corporation November 2008 - August 2012
W.J.Towell & Co. (L.L.C.) May 2005 - July 2008
National Trading & Developing Est. (N.T.D.E.) June 2003 - May 2005
Price Waterhouse August 2002 - May 2003
Kalyaniwalla & Mistry 2000 - 2002
Skills
Internal Audit, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Management, Assurance, Financial Modeling, Financial Audits, Tax, IFRS, Budgets, Leadership, Financial Reporting, Variance Analysis
Education
University of Pune 2001 — 2003
M.Com, Accounts & Finance
St. Vincent High School
WorkSafeBC August 2012 - Present
Great Canadian Gaming Corporation November 2008 - August 2012
W.J.Towell & Co. (L.L.C.) May 2005 - July 2008
National Trading & Developing Est. (N.T.D.E.) June 2003 - May 2005
Price Waterhouse August 2002 - May 2003
Kalyaniwalla & Mistry 2000 - 2002
Skills
Internal Audit, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Management, Assurance, Financial Modeling, Financial Audits, Tax, IFRS, Budgets, Leadership, Financial Reporting, Variance Analysis
Education
University of Pune 2001 — 2003
M.Com, Accounts & Finance
St. Vincent High School
Michael McGuigan's Price Waterhouse Experience 1979 - May 1987
Job Partner at McGuigan & McGuigan, CPA's
Industry Accounting
Experience
McGuigan & McGuigan, CPA's July 1988 - Present
Price Waterhouse 1979 - May 1987
Skills
Accounting, Tax, Financial Analysis, Financial Reporting, Corporate Tax, Income Tax, QuickBooks, Accounts Payable, CPA, Tax Accounting, Financial Statements, Tax Returns, General Ledger, Finance, Financial Accounting, US GAAP, GAAP, Internal Controls
Education
University of San Francisco 1975 — 1979
BS, Business - Accounting
McGuigan & McGuigan, CPA's July 1988 - Present
Price Waterhouse 1979 - May 1987
Skills
Accounting, Tax, Financial Analysis, Financial Reporting, Corporate Tax, Income Tax, QuickBooks, Accounts Payable, CPA, Tax Accounting, Financial Statements, Tax Returns, General Ledger, Finance, Financial Accounting, US GAAP, GAAP, Internal Controls
Education
University of San Francisco 1975 — 1979
BS, Business - Accounting
Raymond Stephens's Price Waterhouse Experience 1989 - 1994
Job Executive Director
Industry Information Technology and Services
Experience
J.P. Morgan July 2012 - Present
Barclays Capital October 2008 - November 2011
Lehman Brothers 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Price Waterhouse 1989 - 1994
Skills
Program Management, Object Oriented Design, System Architecture, Trading Systems, Software Development, FX Options, Risk Management, Fixed Income, Emerging Markets, Foreign Exchange, SOA, Derivatives, Bonds, Electronic Trading, Integration, Investment Banking, Team Building
Education
University of Southampton 1986 — 1989
M. Phil, Chemical Physics, Liquid Crystal, Monte Carlo Simulations
University of Southampton 1983 — 1986
Bsc Hons, Chemistry
Woodberry Down 1976 — 1981
J.P. Morgan July 2012 - Present
Barclays Capital October 2008 - November 2011
Lehman Brothers 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Price Waterhouse 1989 - 1994
Skills
Program Management, Object Oriented Design, System Architecture, Trading Systems, Software Development, FX Options, Risk Management, Fixed Income, Emerging Markets, Foreign Exchange, SOA, Derivatives, Bonds, Electronic Trading, Integration, Investment Banking, Team Building
Education
University of Southampton 1986 — 1989
M. Phil, Chemical Physics, Liquid Crystal, Monte Carlo Simulations
University of Southampton 1983 — 1986
Bsc Hons, Chemistry
Woodberry Down 1976 — 1981
Keith Stubblefield's Price Waterhouse Experience June 1989 - June 1990
Job Chief Financial Officer at Brooklyn Academy of Music
Industry Performing Arts
Experience
Brooklyn Academy of Music Chief Financial OfficerBrooklyn Botanic GardenJanuary 2003 - November 2006
Brooklyn Children's Museum July 2000 - January 2003
Philadelphia FIGHT 1999 - 2000
AIDS Information Network 1997 - 1999
Mercy-Douglass Human Services Affiliate 1994 - 1997
Current Science July 1990 - June 1993
Current Science Ltd, Current Medicine Group 1990 - 1993
Current Science Group 1990 - 1993
Current Science Medical Publishers 1990 - 1993
Price Waterhouse June 1989 - June 1990
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics
Brooklyn Academy of Music Chief Financial OfficerBrooklyn Botanic GardenJanuary 2003 - November 2006
Brooklyn Children's Museum July 2000 - January 2003
Philadelphia FIGHT 1999 - 2000
AIDS Information Network 1997 - 1999
Mercy-Douglass Human Services Affiliate 1994 - 1997
Current Science July 1990 - June 1993
Current Science Ltd, Current Medicine Group 1990 - 1993
Current Science Group 1990 - 1993
Current Science Medical Publishers 1990 - 1993
Price Waterhouse June 1989 - June 1990
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics
Cindy Newton's Price Waterhouse Experience August 1989 - May 1992
Job Oil & Gas Global Supply Chain Controller at General Electric
Industry Accounting
Experience
General Electric January 2013 - Present
General Electric 2008 - 2012
General Electric March 2001 - 2008
Cooper Industries Ltd. 1995 - 2001
Price Waterhouse August 1989 - May 1992
Skills
ERP, Oracle E-Business Suite, Financial Analysis, Financial Reporting, Variance Analysis, Managerial Finance, Cost Accounting, Acquisition Integration, Forecasting, Process Improvement, Corporate Finance, Six Sigma, Budgets, Program Management, Finance, Supply Chain, Business Process, Business Process..., Management
Education
University of South Carolina-Columbia 1996 — 1998
MBA, Business Administration and Management, General
University of South Carolina-Columbia 1986 — 1989
BS, Accounting
General Electric January 2013 - Present
General Electric 2008 - 2012
General Electric March 2001 - 2008
Cooper Industries Ltd. 1995 - 2001
Price Waterhouse August 1989 - May 1992
Skills
ERP, Oracle E-Business Suite, Financial Analysis, Financial Reporting, Variance Analysis, Managerial Finance, Cost Accounting, Acquisition Integration, Forecasting, Process Improvement, Corporate Finance, Six Sigma, Budgets, Program Management, Finance, Supply Chain, Business Process, Business Process..., Management
Education
University of South Carolina-Columbia 1996 — 1998
MBA, Business Administration and Management, General
University of South Carolina-Columbia 1986 — 1989
BS, Accounting
Craig Steeneck's Price Waterhouse Experience 1980 - 1985
Job EVP & CFO at Pinnacle Foods
Industry Consumer Goods
Experience
Pinnacle Foods June 2005 - Present
Pinnacle Foods Group, LLC 2005 - 2009
Wyndham Worldwide/RCI (formerly Cendant Corp) 2001 - 2005
Reckitt&Colman Inc 1986 - 1999
Reckitt & Colman 1986 - 1999
Reckitt Benckiser 1986 - 1999
Reckitt Benckiser (Airwick Industries) - USA 1986 - 1999
Reckitt & Colman (Reckitt Benckiser) 1986 - 1999
Reckitt & Coleman 1986 - 1999
Price Waterhouse 1980 - 1985
Skills
Cross-functional Team..., Forecasting, Strategy, Management, FMCG
Education
University of Rhode Island - College of Business Administration 1976 — 1980
Bachelor's degree, Accounting
Pinnacle Foods June 2005 - Present
Pinnacle Foods Group, LLC 2005 - 2009
Wyndham Worldwide/RCI (formerly Cendant Corp) 2001 - 2005
Reckitt&Colman Inc 1986 - 1999
Reckitt & Colman 1986 - 1999
Reckitt Benckiser 1986 - 1999
Reckitt Benckiser (Airwick Industries) - USA 1986 - 1999
Reckitt & Colman (Reckitt Benckiser) 1986 - 1999
Reckitt & Coleman 1986 - 1999
Price Waterhouse 1980 - 1985
Skills
Cross-functional Team..., Forecasting, Strategy, Management, FMCG
Education
University of Rhode Island - College of Business Administration 1976 — 1980
Bachelor's degree, Accounting
Jodi Miller's Price Waterhouse Experience 1993 - 1994
Job Campaign Chair, Women's Philanthropy
Industry Nonprofit Organization Management
Experience
Jewish Federation of Greater Philadelphia May 2012 - Present
Jewish Federation of Greater Philadelphia September 2010 - Present
Perelman Jewish Day School September 2012 - Present
Penn Hillel February 2013 - Present
Jewish Federation of Greater Philadelphia September 2010 - July 2011
Perelman Jewish Day School July 2007 - June 2009
Andersen Consulting 1997 - 2002
Mallinckrodt Medical 1994 - 1995
Price Waterhouse 1993 - 1994
The WIlkerson Group 1991 - 1993
Skills
Non-profits, Philanthropy, Marketing, Fundraising, Healthcare Consulting, Strategic Consulting, Pharmaceutical Industry
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Marketing, Health Care Management
University of Pennsylvania 1987 — 1991
BA, History and Sociology of Science
Jewish Federation of Greater Philadelphia May 2012 - Present
Jewish Federation of Greater Philadelphia September 2010 - Present
Perelman Jewish Day School September 2012 - Present
Penn Hillel February 2013 - Present
Jewish Federation of Greater Philadelphia September 2010 - July 2011
Perelman Jewish Day School July 2007 - June 2009
Andersen Consulting 1997 - 2002
Mallinckrodt Medical 1994 - 1995
Price Waterhouse 1993 - 1994
The WIlkerson Group 1991 - 1993
Skills
Non-profits, Philanthropy, Marketing, Fundraising, Healthcare Consulting, Strategic Consulting, Pharmaceutical Industry
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Marketing, Health Care Management
University of Pennsylvania 1987 — 1991
BA, History and Sociology of Science
Bob Boehling's Price Waterhouse Experience March 1990 - December 1999
Job Owner at Genesis2Scale LLC
Industry Computer Software
Experience
Genesis2Scale LLC August 2009 - Present
PricewaterhouseCoopers LLP January 2009 - December 2010
PricewaterhouseCoopers LLP January 2003 - December 2008
PricewaterhouseCoopers LLP January 2000 - December 2002
Price Waterhouse March 1990 - December 1999
Verizon July 1989 - March 1990
Pfizer June 1984 - July 1989
College of William and Mary January 1983 - June 1984
Skills
Testing, Quality Assurance, Software Documentation, Quality Center, PeopleSoft, LoadRunner, Management, Performance Testing, Business Analysis, Process Improvement, SDLC, Business Process, Business Process..., Performance Tuning, IT Strategy, Requirements Analysis
Education
Virginia Commonwealth University - School of Business 1981 — 1983
certificate
University of Richmond 1976 — 1980
BA
Genesis2Scale LLC August 2009 - Present
PricewaterhouseCoopers LLP January 2009 - December 2010
PricewaterhouseCoopers LLP January 2003 - December 2008
PricewaterhouseCoopers LLP January 2000 - December 2002
Price Waterhouse March 1990 - December 1999
Verizon July 1989 - March 1990
Pfizer June 1984 - July 1989
College of William and Mary January 1983 - June 1984
Skills
Testing, Quality Assurance, Software Documentation, Quality Center, PeopleSoft, LoadRunner, Management, Performance Testing, Business Analysis, Process Improvement, SDLC, Business Process, Business Process..., Performance Tuning, IT Strategy, Requirements Analysis
Education
Virginia Commonwealth University - School of Business 1981 — 1983
certificate
University of Richmond 1976 — 1980
BA
Danielle Rowland's Price Waterhouse Experience 1992 - 1994
Job CFO / Rocket Booster at ROCETEER INC
Industry Broadcast Media
Experience
ROCETEER INC January 2015 - Present
Ignite Media Brands September 2010 - July 2014
TV1 & SF Australia, broadcast by the TV1 General Entertainment Partnership. September 2005 - July 2014
Austar 2000 - 2004
BSkyB February 1999 - October 2000
Foxtel 1996 - 1999
Price Waterhouse 1992 - 1994
Skills
Television, Budgets, Film, Film Production, Vendor Management, Digital Marketing, Event Management, Digital Media, Public Relations, Social Media, Entertainment, Leadership, Marketing Strategy, Social Media Marketing, Broadcast, Video, Video Editing, Video Production, Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Team Management, Business Planning, Building Relationships, Operations Management, IT Management, Human Resources, Business Strategy, Finance, Project Management, Multi Tasking, Financial Accounting, Team Leadership, Mentoring, Team Building, Business Process..., Executive Management, Digital Strategy, Strategic Planning, Forward Thinking, Analysis, Financial Modeling, New Media, Process Improvement, Start-ups, Outsourcing, Internal Controls, Broadcast Television, Business Process
Education
Australian Institute of NLP 2013 — 2014
NLP Master Practioner, Neuro Linguistic Programming, NLP Master Practioner
Institute of Chartered Accounts Australia 1992 — 1994
University of South Australia 1990 — 1993
Accountancy, Accountancy
ROCETEER INC January 2015 - Present
Ignite Media Brands September 2010 - July 2014
TV1 & SF Australia, broadcast by the TV1 General Entertainment Partnership. September 2005 - July 2014
Austar 2000 - 2004
BSkyB February 1999 - October 2000
Foxtel 1996 - 1999
Price Waterhouse 1992 - 1994
Skills
Television, Budgets, Film, Film Production, Vendor Management, Digital Marketing, Event Management, Digital Media, Public Relations, Social Media, Entertainment, Leadership, Marketing Strategy, Social Media Marketing, Broadcast, Video, Video Editing, Video Production, Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Team Management, Business Planning, Building Relationships, Operations Management, IT Management, Human Resources, Business Strategy, Finance, Project Management, Multi Tasking, Financial Accounting, Team Leadership, Mentoring, Team Building, Business Process..., Executive Management, Digital Strategy, Strategic Planning, Forward Thinking, Analysis, Financial Modeling, New Media, Process Improvement, Start-ups, Outsourcing, Internal Controls, Broadcast Television, Business Process
Education
Australian Institute of NLP 2013 — 2014
NLP Master Practioner, Neuro Linguistic Programming, NLP Master Practioner
Institute of Chartered Accounts Australia 1992 — 1994
University of South Australia 1990 — 1993
Accountancy, Accountancy
Romano Orlando's Price Waterhouse Experience October 1995 - June 2000
Job CFO at Hanover Real Estate Partners
Industry Real Estate
Experience
Hanover Real Estate Partners August 2009 - Present
Wittek Development, LLC June 2003 - August 2009
Starwood Capital Group July 2000 - May 2003
Price Waterhouse October 1995 - June 2000
Education
University of Southern California 1992 — 1995
MBT / BS, Taxation & Accounting
University of Southern California
BS in Accounting / MBT, Accounting and Finance
Hanover Real Estate Partners August 2009 - Present
Wittek Development, LLC June 2003 - August 2009
Starwood Capital Group July 2000 - May 2003
Price Waterhouse October 1995 - June 2000
Education
University of Southern California 1992 — 1995
MBT / BS, Taxation & Accounting
University of Southern California
BS in Accounting / MBT, Accounting and Finance
Bonnie Emerson's Price Waterhouse Experience 1975 - 1979
Job Principal at bcbb, llc
Industry Management Consulting
Experience
bcbb, llc July 2007 - Present
IBM Global Services October 2002 - June 2007
PricewaterhouseCoopers 1998 - 2002
International Investment Group 1989 - 1991
Koehn & Associates 1983 - 1989
Kimberly-Clark 1979 - 1983
Price Waterhouse 1975 - 1979
Skills
Program Management, Leadership, Management Consulting, Business Transformation, Project Management, CRM, Consulting, Outsourcing, Strategy, Business Process..., Business Analysis, Business Process, Analytics, Business Intelligence
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1967 — 1975
BBA
University of Pennsylvania - The Wharton School
University of Virginia Darden School of Business
bcbb, llc July 2007 - Present
IBM Global Services October 2002 - June 2007
PricewaterhouseCoopers 1998 - 2002
International Investment Group 1989 - 1991
Koehn & Associates 1983 - 1989
Kimberly-Clark 1979 - 1983
Price Waterhouse 1975 - 1979
Skills
Program Management, Leadership, Management Consulting, Business Transformation, Project Management, CRM, Consulting, Outsourcing, Strategy, Business Process..., Business Analysis, Business Process, Analytics, Business Intelligence
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1967 — 1975
BBA
University of Pennsylvania - The Wharton School
University of Virginia Darden School of Business
Julie Eck's Price Waterhouse Experience 1991 - 1995
Job CPA
Industry Accounting
Experience
Juravel & Company November 2012 - June 2014
GH & I 2006 - 2009
Snyder Communications 1998 - 2001
Chesapeake Energy 1995 - 1998
Price Waterhouse 1991 - 1995
Skills
QuickBooks, CPA, Accounting, General Ledger, GAAP, Cash Management, Tax, Financial Reporting, Budgets
Education
University of Oklahoma 1987 — 1991
BBA, Accounting
Juravel & Company November 2012 - June 2014
GH & I 2006 - 2009
Snyder Communications 1998 - 2001
Chesapeake Energy 1995 - 1998
Price Waterhouse 1991 - 1995
Skills
QuickBooks, CPA, Accounting, General Ledger, GAAP, Cash Management, Tax, Financial Reporting, Budgets
Education
University of Oklahoma 1987 — 1991
BBA, Accounting
James Jamie Wilmsen's Price Waterhouse Experience 1990 - 1997
Job CoFounder, Partner at WILsquare Capital LLC
Industry Venture Capital & Private Equity
Experience
WILsquare Capital LLC July 2015 - Present
Unite Fiber Networks September 2014 - June 2015
Cosentry (via XIOLINK acquisition) January 2014 - July 2014
XIOLINK, LLC (acquired by Cosentry) August 2009 - December 2013
Go!Spa LLC October 2005 - August 2009
Schroeder & Tremayne June 1997 - May 2005
Price Waterhouse 1990 - 1997
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Director's List
University of Tulsa 1986 — 1990
Accounting / Finance, with honors
Saint Louis Priory School 1978 — 1986
WILsquare Capital LLC July 2015 - Present
Unite Fiber Networks September 2014 - June 2015
Cosentry (via XIOLINK acquisition) January 2014 - July 2014
XIOLINK, LLC (acquired by Cosentry) August 2009 - December 2013
Go!Spa LLC October 2005 - August 2009
Schroeder & Tremayne June 1997 - May 2005
Price Waterhouse 1990 - 1997
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Director's List
University of Tulsa 1986 — 1990
Accounting / Finance, with honors
Saint Louis Priory School 1978 — 1986
Cal Massmann's Price Waterhouse Experience 1969 - 1981
Job Independent Investor
Industry Real Estate
Experience
Locus Technologies 2000 - 2011
Tractor Supply Co January 2000 - May 2006
Builders Square 1997 - 1998
Grace Natural Resources 1981 - 1998
Price Waterhouse 1969 - 1981
Skills
Strategic Planning, Budgeting, Contract Negotiation, Retail, Microsoft Office, Excel, Negotiation, Accounting, Financial Reporting, Financial Analysis, Financial Planning, SEC reporting, Real Estate, Risk Management, Mergers, Process Improvement, Operations Management, Budgets, Business Planning, Start-ups, Forecasting
Education
USC 1974 — 1975
MBA, New Business Development
Locus Technologies 2000 - 2011
Tractor Supply Co January 2000 - May 2006
Builders Square 1997 - 1998
Grace Natural Resources 1981 - 1998
Price Waterhouse 1969 - 1981
Skills
Strategic Planning, Budgeting, Contract Negotiation, Retail, Microsoft Office, Excel, Negotiation, Accounting, Financial Reporting, Financial Analysis, Financial Planning, SEC reporting, Real Estate, Risk Management, Mergers, Process Improvement, Operations Management, Budgets, Business Planning, Start-ups, Forecasting
Education
USC 1974 — 1975
MBA, New Business Development
Stephen Gilhooly's Price Waterhouse Experience July 1974 - July 1985
Job Senior Vice President &CFO at 1st Constitution Bancorp
Industry Banking
Experience
1st Constitution Bancorp February 2014 - Present
Florida Commuity Bank May 2011 - May 2013
Capital Bank (Successor to TIB Bank) October 2010 - May 2011
TIB Financial Corp April 2006 - May 2011
Advest, Inc. April 1990 - February 2006
New Hampshire Savings Bank Corp. July 1985 - January 1990
Price Waterhouse July 1974 - July 1985
Skills
Strategic Planning, mergers and acquisitions, enterprise risk..., investment management, investor relations, SEC reporting, Business line and..., Interest rate risk..., Regulatory Affairs, Investment Management, SEC filings, Auditing, Enterprise Risk..., Mergers & Acquisitions, Finance, Interest Rate Risk..., Investor Relations, Mergers, Banking, Capital Markets, Investments, Strategic Financial..., Management, CPA, Accounting, Securities, Investment Banking, IPO, Treasury Management, Cash Management, Private Equity, Portfolio Management, Financial Analysis, Due Diligence, Bonds, Treasury, Credit, Credit Analysis, Financial Risk, Commercial Banking, Financial Institutions, ALM, Managerial Finance, Credit Risk, Risk Management, Financial Planning, Financial Modeling, Strategy, Asset Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MS Accounting, Accounting
University of Pennsylvania - The Wharton School 1970 — 1974
BS Economics, Accounting and Finance
1st Constitution Bancorp February 2014 - Present
Florida Commuity Bank May 2011 - May 2013
Capital Bank (Successor to TIB Bank) October 2010 - May 2011
TIB Financial Corp April 2006 - May 2011
Advest, Inc. April 1990 - February 2006
New Hampshire Savings Bank Corp. July 1985 - January 1990
Price Waterhouse July 1974 - July 1985
Skills
Strategic Planning, mergers and acquisitions, enterprise risk..., investment management, investor relations, SEC reporting, Business line and..., Interest rate risk..., Regulatory Affairs, Investment Management, SEC filings, Auditing, Enterprise Risk..., Mergers & Acquisitions, Finance, Interest Rate Risk..., Investor Relations, Mergers, Banking, Capital Markets, Investments, Strategic Financial..., Management, CPA, Accounting, Securities, Investment Banking, IPO, Treasury Management, Cash Management, Private Equity, Portfolio Management, Financial Analysis, Due Diligence, Bonds, Treasury, Credit, Credit Analysis, Financial Risk, Commercial Banking, Financial Institutions, ALM, Managerial Finance, Credit Risk, Risk Management, Financial Planning, Financial Modeling, Strategy, Asset Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MS Accounting, Accounting
University of Pennsylvania - The Wharton School 1970 — 1974
BS Economics, Accounting and Finance
BETINA CASTELLVI's Price Waterhouse Experience 1989 - 1996
Job General Auditor at Grupo Banco Popular
Industry Banking
Experience
Popular, Inc. November 2012 - Present
Popular, Inc December 2010 - November 2012
POPULAR INC June 2008 - December 2010
POPULAR SECURITIES November 1996 - June 2008
Price Waterhouse 1989 - 1996
Skills
Credit, Risk Management, Finance, Financial Risk, Retail Banking, Commercial Banking, Credit Analysis, Corporate Finance, Credit Risk, Loans, Cash Management, Banking, Financial Analysis, Operational Risk, Auditing, Financial Services, Accounting, Financial Reporting
Education
University of Puerto Rico School of Law 1989 — 1993
Juris Doctor
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Accounting
Popular, Inc. November 2012 - Present
Popular, Inc December 2010 - November 2012
POPULAR INC June 2008 - December 2010
POPULAR SECURITIES November 1996 - June 2008
Price Waterhouse 1989 - 1996
Skills
Credit, Risk Management, Finance, Financial Risk, Retail Banking, Commercial Banking, Credit Analysis, Corporate Finance, Credit Risk, Loans, Cash Management, Banking, Financial Analysis, Operational Risk, Auditing, Financial Services, Accounting, Financial Reporting
Education
University of Puerto Rico School of Law 1989 — 1993
Juris Doctor
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Accounting
Jeff Ey's Price Waterhouse Experience August 1990 - June 1992
Job CPA, Sr. VP Financial/TPA Mgmt at Transamerica
Industry Insurance
Experience
Transamerica June 1992 - Present
Price Waterhouse August 1990 - June 1992
Skills
Insurance, Budgets, Health Insurance, Management, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Reinsurance, Accounting, Risk Management
Education
University of Richmond - Robins School of Business 1986 — 1990
BSBA, Accounting
Transamerica June 1992 - Present
Price Waterhouse August 1990 - June 1992
Skills
Insurance, Budgets, Health Insurance, Management, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Reinsurance, Accounting, Risk Management
Education
University of Richmond - Robins School of Business 1986 — 1990
BSBA, Accounting
Sam Oh, CPA CFA's Price Waterhouse Experience 1992 - 1994
Job Founder, Mountain Capital
Industry Investment Management
Experience
Mountain Capital Mananagment July 2015 - Present
Apollo Management April 2008 - December 2014
Morgan Stanley 1998 - 2008
HSBC Securities 1997 - 1999
Lehman Brothers 1994 - 1996
Price Waterhouse 1992 - 1994
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Accounting and Finance
University of Pennsylvania - The Wharton School 1988 — 1992
B.Sc., Accounting & Finance
Mountain Capital Mananagment July 2015 - Present
Apollo Management April 2008 - December 2014
Morgan Stanley 1998 - 2008
HSBC Securities 1997 - 1999
Lehman Brothers 1994 - 1996
Price Waterhouse 1992 - 1994
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Accounting and Finance
University of Pennsylvania - The Wharton School 1988 — 1992
B.Sc., Accounting & Finance
Jim Frick's Price Waterhouse Experience 1981 - 1985
Job Senior Credit Manager at LyondellBasell
Industry Chemicals
Experience
LyondellBasell Partnership ControllerDover Historic Properties1985 - 1988
Price Waterhouse 1981 - 1985
Education
University of Notre Dame 1977 — 1981
BBA, Business, Concentration in Accounting
LyondellBasell Partnership ControllerDover Historic Properties1985 - 1988
Price Waterhouse 1981 - 1985
Education
University of Notre Dame 1977 — 1981
BBA, Business, Concentration in Accounting
Doug Younce's Price Waterhouse Experience 1975 - 1986
Job CFO at New York Transit, Inc.
Industry Wholesale
Experience
New York Transit, Inc. November 2000 - Present
Steinfeld's Products Company 1991 - 2000
Price Waterhouse 1975 - 1986
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Finance
Education
University of Oregon 1961 — 1966
BS + Post Grad, Accounting
New York Transit, Inc. November 2000 - Present
Steinfeld's Products Company 1991 - 2000
Price Waterhouse 1975 - 1986
Skills
Financial Analysis, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Finance
Education
University of Oregon 1961 — 1966
BS + Post Grad, Accounting
Alex Flocas's Price Waterhouse Experience January 1987 - January 1990
Job CPA at Galligan, Thompson & Flocas LLP
Industry Accounting
Experience
Galligan, Thompson & Flocas LLP December 1990 - Present
Galligan, Thompson & Flocas LLP January 1990 - Present
Price Waterhouse January 1987 - January 1990
Skills
QuickBooks, Partnership Taxation, S Corporations, Mergers, Tax Research, Microsoft Excel, Management Consulting, Consulting, Tax Preparation, C-Corp, Corporate Tax, Tax Returns, Multi-state tax returns, Income Tax, CCH ProSystem fx, ProSystem fx Tax, IRS, Strategic Planning, CPA
Education
University of San Francisco
Bachelors, Accounting
Galligan, Thompson & Flocas LLP December 1990 - Present
Galligan, Thompson & Flocas LLP January 1990 - Present
Price Waterhouse January 1987 - January 1990
Skills
QuickBooks, Partnership Taxation, S Corporations, Mergers, Tax Research, Microsoft Excel, Management Consulting, Consulting, Tax Preparation, C-Corp, Corporate Tax, Tax Returns, Multi-state tax returns, Income Tax, CCH ProSystem fx, ProSystem fx Tax, IRS, Strategic Planning, CPA
Education
University of San Francisco
Bachelors, Accounting
Robby McCullough's Price Waterhouse Experience January 1993 - May 1995
Job Owner, Robert P McCullough CPA
Industry Accounting
Experience
Robert P McCullough CPA December 2004 - Present
Advantage Health Systems May 1998 - December 2003
Arthur Andersen January 1998 - May 1998
McCullough & Hill CPA's March 1997 - January 1998
Moore Kirkland & Beauston CPA's May 1995 - March 1997
Price Waterhouse January 1993 - May 1995
Deloitte & Touche August 1990 - January 1993
Education
University of South Carolina - Darla Moore School of Business 1989 — 1990
Master, Taxation
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Accounting
Robert P McCullough CPA December 2004 - Present
Advantage Health Systems May 1998 - December 2003
Arthur Andersen January 1998 - May 1998
McCullough & Hill CPA's March 1997 - January 1998
Moore Kirkland & Beauston CPA's May 1995 - March 1997
Price Waterhouse January 1993 - May 1995
Deloitte & Touche August 1990 - January 1993
Education
University of South Carolina - Darla Moore School of Business 1989 — 1990
Master, Taxation
University of South Carolina - Darla Moore School of Business 1985 — 1989
BS, Accounting
Lori Davis's Price Waterhouse Experience January 1989 - July 1994
Job Office Managing Partner and Desert Mountain West Territory Tax Practice Leader at Grant Thornton, LLP
Industry Accounting
Experience
Grant Thornton August 2013 - Present
Grant Thornton LLP August 2010 - July 2013
Grant Thornton LLP January 2005 - July 2010
Grant Thornton, LLP July 1994 - January 2005
Price Waterhouse January 1989 - July 1994
Skills
Tax, Income Tax, US GAAP, GAAP, CPA, Tax Research, International Tax, SEC filings, Corporate Tax, Tax Accounting, Auditing, Internal Controls
Education
University of Oklahoma - Price College of Business 1981 — 1989
BBA and MBA, Accounting
Grant Thornton August 2013 - Present
Grant Thornton LLP August 2010 - July 2013
Grant Thornton LLP January 2005 - July 2010
Grant Thornton, LLP July 1994 - January 2005
Price Waterhouse January 1989 - July 1994
Skills
Tax, Income Tax, US GAAP, GAAP, CPA, Tax Research, International Tax, SEC filings, Corporate Tax, Tax Accounting, Auditing, Internal Controls
Education
University of Oklahoma - Price College of Business 1981 — 1989
BBA and MBA, Accounting
Kathleen Flaherty's Price Waterhouse Experience 1982 - 1984
Job Director of Global Channel Services Portfolio at EMC Computer Systems
Industry Information Technology and Services
Experience
EMC Computer Systems June 2011 - Present
Oracle Corporation February 2010 - January 2011
Sun Microsystems 2003 - 2010
Sun Microsystems 1999 - 2003
Sun Microsystems 1995 - 1999
Sun Microsystems February 1987 - May 1994
Electronic Data Systems 1984 - 1986
Price Waterhouse 1982 - 1984
Skills
Partner Management, Cloud Computing, Program Management, Salesforce.com, Product Management, Cross-functional Team..., Channel Partners, Business Process..., Business Development, Sales Management, Leadership, Sales Operations, Management, Integration, Business Strategy
Education
University of South Florida
BA, Finance
EMC Computer Systems June 2011 - Present
Oracle Corporation February 2010 - January 2011
Sun Microsystems 2003 - 2010
Sun Microsystems 1999 - 2003
Sun Microsystems 1995 - 1999
Sun Microsystems February 1987 - May 1994
Electronic Data Systems 1984 - 1986
Price Waterhouse 1982 - 1984
Skills
Partner Management, Cloud Computing, Program Management, Salesforce.com, Product Management, Cross-functional Team..., Channel Partners, Business Process..., Business Development, Sales Management, Leadership, Sales Operations, Management, Integration, Business Strategy
Education
University of South Florida
BA, Finance
Tom Brunts's Price Waterhouse Experience January 1983 - August 1991
Job CEO at McNally Industries
Industry Defense & Space
Experience
McNally Industries February 2003 - Present
Western Sky Industries May 1993 - June 1999
Price Waterhouse January 1983 - August 1991
Skills
Program Management, Proposal Writing, Manufacturing, Manufacturing..., Lean Manufacturing, Engineering, Continuous Improvement, Testing, Strategic Planning, Business Development, Process Improvement, Operations Management, Product Development, Project Planning, Aerospace, ISO, Business Strategy, Process Engineering, MS Project, Engineering Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Masters in Business Adminstration, Finance and Entrepreneurship
University of Missouri - St. Louis 1979 — 1982
Bachelor of Science, Accounting
McNally Industries February 2003 - Present
Western Sky Industries May 1993 - June 1999
Price Waterhouse January 1983 - August 1991
Skills
Program Management, Proposal Writing, Manufacturing, Manufacturing..., Lean Manufacturing, Engineering, Continuous Improvement, Testing, Strategic Planning, Business Development, Process Improvement, Operations Management, Product Development, Project Planning, Aerospace, ISO, Business Strategy, Process Engineering, MS Project, Engineering Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Masters in Business Adminstration, Finance and Entrepreneurship
University of Missouri - St. Louis 1979 — 1982
Bachelor of Science, Accounting
Steve Doty's Price Waterhouse Experience September 1984 - November 1992
Job President at Independent Accountants' Investment Counsel
Industry Financial Services
Experience
Independent Accountants' Investment Counsel November 2012 - Present
Independent Accountants' Investment Counsel July 2011 - November 2012
OneChange Foundation March 2010 - June 2011
CMA Holdings Inc. January 2006 - March 2009
CMA Holdings Inc. November 1992 - December 2005
Price Waterhouse September 1984 - November 1992
Price Waterhouse September 1981 - August 1984
Skills
Strategic Financial..., Change Management, Strategic Planning, Business Planning, Tax, Financial Services, Non-profits, Risk Management, Fundraising, Mutual Funds, Business Strategy, Leadership Development, Financial Accounting, Team Leadership, Program Management, Business Analysis, Insurance, Mergers & Acquisitions, Project Management, Investments, Management, Start-ups, Due Diligence, Budgets, Financial Analysis, Entrepreneurship, Nonprofits, Business Development, Analysis, Strategy, Accounting, New Business Development, Small Business, Management Consulting, Finance
Education
Institute of Chartered Accountants of Ontario 1984 — 1984
Chartered Accountant, Accounting
University of Ottawa 1977 — 1981
B Comm, Business
Independent Accountants' Investment Counsel November 2012 - Present
Independent Accountants' Investment Counsel July 2011 - November 2012
OneChange Foundation March 2010 - June 2011
CMA Holdings Inc. January 2006 - March 2009
CMA Holdings Inc. November 1992 - December 2005
Price Waterhouse September 1984 - November 1992
Price Waterhouse September 1981 - August 1984
Skills
Strategic Financial..., Change Management, Strategic Planning, Business Planning, Tax, Financial Services, Non-profits, Risk Management, Fundraising, Mutual Funds, Business Strategy, Leadership Development, Financial Accounting, Team Leadership, Program Management, Business Analysis, Insurance, Mergers & Acquisitions, Project Management, Investments, Management, Start-ups, Due Diligence, Budgets, Financial Analysis, Entrepreneurship, Nonprofits, Business Development, Analysis, Strategy, Accounting, New Business Development, Small Business, Management Consulting, Finance
Education
Institute of Chartered Accountants of Ontario 1984 — 1984
Chartered Accountant, Accounting
University of Ottawa 1977 — 1981
B Comm, Business
Ronald Tanner's Price Waterhouse Experience 1978 - 1981
Job Vice President of Finance at C.H. Guernsey & Company
Industry Architecture & Planning
Experience
C.H. Guernsey & Company Financial AnalystFederal Aviation AdministrationJune 2004 - December 2006
James Dee Johnson & Associates January 2002 - June 2004
Price Waterhouse 1978 - 1981
Arthur Young May 1974 - October 1978
Arthur Young 1974 - 1978
Skills
Auditing, Microsoft Excel, Finance, CPA, Management, Financial Analysis, Project Management, GAAP, Internal Controls, Process Improvement, Analysis, Microsoft Office, Budgets
Education
University of Oklahoma 1970 — 1974
BBA, Accounting
C.H. Guernsey & Company Financial AnalystFederal Aviation AdministrationJune 2004 - December 2006
James Dee Johnson & Associates January 2002 - June 2004
Price Waterhouse 1978 - 1981
Arthur Young May 1974 - October 1978
Arthur Young 1974 - 1978
Skills
Auditing, Microsoft Excel, Finance, CPA, Management, Financial Analysis, Project Management, GAAP, Internal Controls, Process Improvement, Analysis, Microsoft Office, Budgets
Education
University of Oklahoma 1970 — 1974
BBA, Accounting
Mark Rappe's Price Waterhouse Experience 1989 - 1997
Job Healthcare executive
Industry Hospital & Health Care
Experience
DaVita November 2008 - July 2014
DaVita May 2007 - October 2008
DaVita November 2005 - April 2007
Sona Medspa October 2004 - September 2005
HCA Physician Services December 2002 - October 2004
PhyCor April 1999 - December 2002
Southeast Healthcare November 1997 - April 1999
Price Waterhouse 1989 - 1997
Skills
Healthcare, Healthcare Management, Managed Care, Hospitals, Healthcare Consulting, Medicare, Healthcare Industry, HIPAA, Strategic Planning, Process Improvement, Physician Relations, Revenue Cycle, Leadership, Budgets, Team Building, Contract Negotiation, Operations Management, Medicaid, Healthcare Information..., Practice Management, Physicians, Mergers, Executive Management, Strategy
Education
University of Notre Dame
Business, Accounting
DaVita November 2008 - July 2014
DaVita May 2007 - October 2008
DaVita November 2005 - April 2007
Sona Medspa October 2004 - September 2005
HCA Physician Services December 2002 - October 2004
PhyCor April 1999 - December 2002
Southeast Healthcare November 1997 - April 1999
Price Waterhouse 1989 - 1997
Skills
Healthcare, Healthcare Management, Managed Care, Hospitals, Healthcare Consulting, Medicare, Healthcare Industry, HIPAA, Strategic Planning, Process Improvement, Physician Relations, Revenue Cycle, Leadership, Budgets, Team Building, Contract Negotiation, Operations Management, Medicaid, Healthcare Information..., Practice Management, Physicians, Mergers, Executive Management, Strategy
Education
University of Notre Dame
Business, Accounting
Kee Mok's Price Waterhouse Experience 1986 - 2001
Job Market Automation Project Engineer
Industry Information Technology and Services
Experience
Alstom Grid January 2014 - Present
Alstom Grid January 2010 - December 2013
AREVA T&D May 2004 - December 2009
Utilities International 2001 - 2005
Price Waterhouse 1986 - 2001
Skills
Project Engineering, Software Engineering, Power Markets, Automation, System Architecture, Software Design, Software Development, Electrical Engineering, Engineering Management, Engineering, Java, Object Oriented Design, Oracle, Data Management, Optimization, Energy Management
Education
University of Pennsylvania
BSE
Alstom Grid January 2014 - Present
Alstom Grid January 2010 - December 2013
AREVA T&D May 2004 - December 2009
Utilities International 2001 - 2005
Price Waterhouse 1986 - 2001
Skills
Project Engineering, Software Engineering, Power Markets, Automation, System Architecture, Software Design, Software Development, Electrical Engineering, Engineering Management, Engineering, Java, Object Oriented Design, Oracle, Data Management, Optimization, Energy Management
Education
University of Pennsylvania
BSE
Ellis Wasson's Price Waterhouse Experience 1986 - 1993
Job Partner at Rutan & Tucker, LLP
Industry Law Practice
Experience
Rutan & Tucker, LLP 2013 - Present
Wasson & Simon, LLP 2011 - Present
Gartenberg Gelfand Wasson & Selden LLP 2007 - 2011
Price Waterhouse 1986 - 1993
Price Waterhouse Coopers 1982 - 1993
Skills
Start-ups, Commercial Litigation, Tax, Class Actions, Trade Secrets, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Contract Negotiation, Mergers, Civil Litigation, Private Equity, Joint Ventures, Corporate Governance, Intellectual Property, Litigation, Licensing, Trademarks
Education
University of San Diego School of Law 2000 — 2001
LL.M., Corporate Law/Taxation
University of Southern California - Marshall School of Business
Accounting and Taxation
Rutan & Tucker, LLP 2013 - Present
Wasson & Simon, LLP 2011 - Present
Gartenberg Gelfand Wasson & Selden LLP 2007 - 2011
Price Waterhouse 1986 - 1993
Price Waterhouse Coopers 1982 - 1993
Skills
Start-ups, Commercial Litigation, Tax, Class Actions, Trade Secrets, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Contract Negotiation, Mergers, Civil Litigation, Private Equity, Joint Ventures, Corporate Governance, Intellectual Property, Litigation, Licensing, Trademarks
Education
University of San Diego School of Law 2000 — 2001
LL.M., Corporate Law/Taxation
University of Southern California - Marshall School of Business
Accounting and Taxation
Deborah Macdonald's Price Waterhouse Experience May 1991 - May 1995
Job Strategic Financial Professional
Industry Utilities
Experience
WorleyParsons July 2012 - July 2013
ICBC September 2010 - November 2011
Accenture April 2003 - August 2010
BC Hydro March 2002 - April 2003
Cominco Ltd. ( later Teck Cominco) September 1997 - March 2002
MacKay & Partners January 1996 - September 1997
Dynamed Biomedical June 1995 - January 1996
Price Waterhouse May 1991 - May 1995
Skills
Financial Reporting, Cost Accounting, Business Case, Financial Analysis, Auditing, Mergers, BPO, Mergers & Acquisitions, Change Management, Finance, Management, Process Improvement, Leadership, Project Management, Budgets, Forecasting, SAP, ERP, Financial Modeling, Program Management, Accounting
Education
CGA Institute of BC 1994 — 1997
CGA, Accounting
Banff Management School, Leadership Program
certificate, Leadership
Evan Hardy
University of Saskatchewan
B.Comm, Accounting major
University of Saskatchewan
BA, Political Science Major
WorleyParsons July 2012 - July 2013
ICBC September 2010 - November 2011
Accenture April 2003 - August 2010
BC Hydro March 2002 - April 2003
Cominco Ltd. ( later Teck Cominco) September 1997 - March 2002
MacKay & Partners January 1996 - September 1997
Dynamed Biomedical June 1995 - January 1996
Price Waterhouse May 1991 - May 1995
Skills
Financial Reporting, Cost Accounting, Business Case, Financial Analysis, Auditing, Mergers, BPO, Mergers & Acquisitions, Change Management, Finance, Management, Process Improvement, Leadership, Project Management, Budgets, Forecasting, SAP, ERP, Financial Modeling, Program Management, Accounting
Education
CGA Institute of BC 1994 — 1997
CGA, Accounting
Banff Management School, Leadership Program
certificate, Leadership
Evan Hardy
University of Saskatchewan
B.Comm, Accounting major
University of Saskatchewan
BA, Political Science Major
John Thoma's Price Waterhouse Experience September 1988 - July 1996
Job Chief Financial Officer at Rose Villa Senior Living
Industry Accounting
Experience
Rose Villa Senior Living June 2015 - Present
Rose Villa Senior Living June 2015 - Present
Albertina Kerr Centers 2011 - Present
Hannah the Pet Society January 2012 - June 2015
The ODS Companies February 2010 - October 2011
Schnitzer Investment Corp. January 2007 - July 2009
First American Title Insurance Company September 1996 - October 2006
Price Waterhouse September 1988 - July 1996
Skills
Finance, Auditing, Financial Analysis, Strategic Planning, Financial Reporting, Management, Accounting, Internal Controls, Process Improvement, Sarbanes-Oxley Act, Leadership, Forecasting, SEC filings, GAAP, Managerial Finance, US GAAP, Cash Management, Team Building, Due Diligence, Revenue Recognition
Education
University of Oregon 1982 — 1988
BS, Accounting
Rose Villa Senior Living June 2015 - Present
Rose Villa Senior Living June 2015 - Present
Albertina Kerr Centers 2011 - Present
Hannah the Pet Society January 2012 - June 2015
The ODS Companies February 2010 - October 2011
Schnitzer Investment Corp. January 2007 - July 2009
First American Title Insurance Company September 1996 - October 2006
Price Waterhouse September 1988 - July 1996
Skills
Finance, Auditing, Financial Analysis, Strategic Planning, Financial Reporting, Management, Accounting, Internal Controls, Process Improvement, Sarbanes-Oxley Act, Leadership, Forecasting, SEC filings, GAAP, Managerial Finance, US GAAP, Cash Management, Team Building, Due Diligence, Revenue Recognition
Education
University of Oregon 1982 — 1988
BS, Accounting
Edward Lack's Price Waterhouse Experience 1978 - 1989
Job CFO at Hope Paige Designs and Peppercorn
Industry Restaurants
Experience
Medical ID Marketplace, A Hope Paige Company April 2012 - Present
Peppercorn Restaurant January 2004 - Present
Le Bec Fin, Georges' and Art of Bread January 2004 - May 2012
Molecular Circuitry January 1999 - April 2003
Neoware February 1998 - January 1999
Penn Warehousing & Distribution, Inc. February 1997 - November 1997
Pilz America, Inc. December 1994 - November 1996
Ellis & Everard (US Holdings) Inc. July 1993 - November 1994
Computone Corporation July 1989 - June 1993
Price Waterhouse 1978 - 1989
Skills
Business Planning, Financial Reporting, Private Placements, Budgeting, Financial Modeling, Treasury, Risk Management, Human Resources, Corporate Finance, Budgets, Managerial Finance, Internal Controls, SEC filings, Executive Management, Banking, Finance, Sarbanes-Oxley Act, Payroll, Business Development, Forecasting, Start-ups, Due Diligence, IPO, Tax, Financial Forecasting, US GAAP reporting, Venture Capital, Strategic Financial..., Analysis, CPA, Mergers & Acquisitions, Accounting, Management, Strategy, Strategic Planning, Treasury Management, Auditing
Education
Wharton School, University of Pennsylvania 1974 — 1978
BS Economics, Accounting
Medical ID Marketplace, A Hope Paige Company April 2012 - Present
Peppercorn Restaurant January 2004 - Present
Le Bec Fin, Georges' and Art of Bread January 2004 - May 2012
Molecular Circuitry January 1999 - April 2003
Neoware February 1998 - January 1999
Penn Warehousing & Distribution, Inc. February 1997 - November 1997
Pilz America, Inc. December 1994 - November 1996
Ellis & Everard (US Holdings) Inc. July 1993 - November 1994
Computone Corporation July 1989 - June 1993
Price Waterhouse 1978 - 1989
Skills
Business Planning, Financial Reporting, Private Placements, Budgeting, Financial Modeling, Treasury, Risk Management, Human Resources, Corporate Finance, Budgets, Managerial Finance, Internal Controls, SEC filings, Executive Management, Banking, Finance, Sarbanes-Oxley Act, Payroll, Business Development, Forecasting, Start-ups, Due Diligence, IPO, Tax, Financial Forecasting, US GAAP reporting, Venture Capital, Strategic Financial..., Analysis, CPA, Mergers & Acquisitions, Accounting, Management, Strategy, Strategic Planning, Treasury Management, Auditing
Education
Wharton School, University of Pennsylvania 1974 — 1978
BS Economics, Accounting
Jim Kaplon's Price Waterhouse Experience September 1978 - May 1984
Job Finance Executive
Industry Consumer Goods
Pierre Villeneuve's Price Waterhouse Experience 1992 - 1996
Job Technical Manager PeopleSoft at Agriculture and AgriFood Canada
Industry Information Technology and Services
Experience
Agriculture and Agri-Food Canada February 2012 - Present
IT Net 2010 - December 2011
ADP 2005 - 2009
ADP 1996 - 2005
Price Waterhouse 1992 - 1996
Telesat Canada 1988 - 1990
Ottawa General Hospital 1986 - 1988
Education
University of Ottawa 1990 — 1992
MBA
University of Ottawa 1982 — 1986
B.Sc., Information Management Systems
Agriculture and Agri-Food Canada February 2012 - Present
IT Net 2010 - December 2011
ADP 2005 - 2009
ADP 1996 - 2005
Price Waterhouse 1992 - 1996
Telesat Canada 1988 - 1990
Ottawa General Hospital 1986 - 1988
Education
University of Ottawa 1990 — 1992
MBA
University of Ottawa 1982 — 1986
B.Sc., Information Management Systems
Eddie J. Kohan's Price Waterhouse Experience 1985 - 1990
Job Managing Member at GREENTEK Investments
Industry Real Estate
Experience
GREENTEK Investments June 2012 - Present
SOKSystem LLC 2011 - Present
Zodax 1995 - 2012
Public Storage 1990 - 1995
Price Waterhouse 1985 - 1990
Skills
Sellers, Real Estate Economics, Real Estate, Real Estate Development, Mergers & Acquisitions, Management, Single Family Homes, Real Estate Transactions, Sales, Due Diligence, Investments, Commercial Real Estate, Property Management, Asset Management, Residential Homes, Investment Properties
Education
University of Southern California 1982 — 1985
Bachelor of Science (BS), Accounting
Iranzamin
GREENTEK Investments June 2012 - Present
SOKSystem LLC 2011 - Present
Zodax 1995 - 2012
Public Storage 1990 - 1995
Price Waterhouse 1985 - 1990
Skills
Sellers, Real Estate Economics, Real Estate, Real Estate Development, Mergers & Acquisitions, Management, Single Family Homes, Real Estate Transactions, Sales, Due Diligence, Investments, Commercial Real Estate, Property Management, Asset Management, Residential Homes, Investment Properties
Education
University of Southern California 1982 — 1985
Bachelor of Science (BS), Accounting
Iranzamin
Bonnie Erickson's Price Waterhouse Experience January 1997 - September 1997
Job Principal at EricksonBurdock Consulting
Industry Professional Training & Coaching
Experience
Erickson-Burdock Consulting January 2001 - Present
Textron December 1997 - December 2000
Price Waterhouse January 1997 - September 1997
Kendall Healthcare January 1993 - August 1996
Education
University of Rhode Island - College of Business Administration 1980 — 1985
Erickson-Burdock Consulting January 2001 - Present
Textron December 1997 - December 2000
Price Waterhouse January 1997 - September 1997
Kendall Healthcare January 1993 - August 1996
Education
University of Rhode Island - College of Business Administration 1980 — 1985
Wendy Nensel's Price Waterhouse Experience 1991 - 1997
Job Tax Manager at DS Waters
Industry Food & Beverages
Experience
DS Waters July 2007 - Present
UPS 2000 - 2007
Multistate Accounting Services, Inc. 1997 - 2000
Price Waterhouse 1991 - 1997
ARDAK Corporation 1988 - 1991
Pagan International (formerly a division of Nestle Corporation) 1985 - 1988
National Geographic Society 1984 - 1985
Education
University of South Carolina-Columbia 1980 — 1984
BA, Journalism, Minor in Economics
DS Waters July 2007 - Present
UPS 2000 - 2007
Multistate Accounting Services, Inc. 1997 - 2000
Price Waterhouse 1991 - 1997
ARDAK Corporation 1988 - 1991
Pagan International (formerly a division of Nestle Corporation) 1985 - 1988
National Geographic Society 1984 - 1985
Education
University of South Carolina-Columbia 1980 — 1984
BA, Journalism, Minor in Economics
Bud Howey's Price Waterhouse Experience June 1986 - February 1992
Job Independent Technology Consultant
Industry Information Technology and Services
Experience
various March 2008 - Present
Sony Corporation of America February 2003 - February 2008
Sony Music Entertainment February 1992 - February 2003
Price Waterhouse June 1986 - February 1992
Price Waterhouse September 1979 - June 1986
Skills
IT Strategy, Disaster Recovery, Vendor Management, Integration, IT Management, Data Center
Education
University of Pennsylvania - The Wharton School
BS
Vanderbilt University
MBA
various March 2008 - Present
Sony Corporation of America February 2003 - February 2008
Sony Music Entertainment February 1992 - February 2003
Price Waterhouse June 1986 - February 1992
Price Waterhouse September 1979 - June 1986
Skills
IT Strategy, Disaster Recovery, Vendor Management, Integration, IT Management, Data Center
Education
University of Pennsylvania - The Wharton School
BS
Vanderbilt University
MBA
Michele Pilger, CPA's Price Waterhouse Experience September 1980 - June 1985
Job CFO at Mathews Construction
Industry Accounting
Experience
Mathews Construction April 2006 - Present
Tampa Tank Inc. June 1985 - April 2006
Price Waterhouse September 1980 - June 1985
Education
University of South Florida
BA, Accounting
Mathews Construction April 2006 - Present
Tampa Tank Inc. June 1985 - April 2006
Price Waterhouse September 1980 - June 1985
Education
University of South Florida
BA, Accounting
Patricia Maleski's Price Waterhouse Experience 1982 - 1995
Job Chief Control Officer JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Asset Management September 2013 - Present
J.P.Morgan Funds August 2010 - September 2013
JPMorgan Funds Management, Inc. September 2001 - September 2013
Pierpont Group October 1996 - September 2001
The Bank of New York January 1995 - October 1996
Price Waterhouse 1982 - 1995
Skills
Mutual Funds, Risk Management, Corporate Governance, Commingled Funds, Hedge Funds, Product Development, Product Management
Education
University of Scranton 1978 — 1982
BS, Accounting
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Asset Management September 2013 - Present
J.P.Morgan Funds August 2010 - September 2013
JPMorgan Funds Management, Inc. September 2001 - September 2013
Pierpont Group October 1996 - September 2001
The Bank of New York January 1995 - October 1996
Price Waterhouse 1982 - 1995
Skills
Mutual Funds, Risk Management, Corporate Governance, Commingled Funds, Hedge Funds, Product Development, Product Management
Education
University of Scranton 1978 — 1982
BS, Accounting
Andy Epstein's Price Waterhouse Experience June 1996 - January 1998
Job Licensing Compliance, Corporate Mergers, Transactions and Tax Planning for Medical Marijuana Businesses
Industry Law Practice
Experience
DR Welch Attorneys at Law 2014 - Present
ROQUEMORE, PRINGLE & MOORE, INC. 2010 - 2012
Price Waterhouse June 1996 - January 1998
Skills
Trusts, Bankruptcy, Courts, Legal Research, Commercial Litigation, Tax Law, Estate Administration, Civil Litigation, Litigation, Wills, Estate Planning, Legal Writing, Personal Injury, Chapter 7 & 13, Powers of Attorney, Business Litigation, Appeals
Education
University of Colorado
Master of Science (M.S.), Accounting and Finance
University of San Diego
Master of Laws (LLM), Taxation
University of Wisconsin
Bachelor of Arts (B.A.)
DR Welch Attorneys at Law 2014 - Present
ROQUEMORE, PRINGLE & MOORE, INC. 2010 - 2012
Price Waterhouse June 1996 - January 1998
Skills
Trusts, Bankruptcy, Courts, Legal Research, Commercial Litigation, Tax Law, Estate Administration, Civil Litigation, Litigation, Wills, Estate Planning, Legal Writing, Personal Injury, Chapter 7 & 13, Powers of Attorney, Business Litigation, Appeals
Education
University of Colorado
Master of Science (M.S.), Accounting and Finance
University of San Diego
Master of Laws (LLM), Taxation
University of Wisconsin
Bachelor of Arts (B.A.)
Barbara Piernot, CPA, CIA, CISA's Price Waterhouse Experience September 1981 - May 1983
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley October 2011 - December 2012
BP Consulting Services July 2009 - June 2012
American Express February 2004 - July 2010
American Express July 1999 - January 2004
American Express January 1994 - June 1999
American Express June 1992 - December 1993
First Chemical Corporation June 1987 - February 1992
Capitol Broadcasting Company September 1983 - May 1987
Price Waterhouse September 1981 - May 1983
Skills
COSO, Auditing, Finance, Due Diligence, Sarbanes-Oxley Act
Education
University of South Alabama 1987 — 1989
Masters of Science, Computer and Information Systems
University of Scranton 1977 — 1981
Bachelor of Science, Accounting
Morgan Stanley January 2013 - Present
Morgan Stanley October 2011 - December 2012
BP Consulting Services July 2009 - June 2012
American Express February 2004 - July 2010
American Express July 1999 - January 2004
American Express January 1994 - June 1999
American Express June 1992 - December 1993
First Chemical Corporation June 1987 - February 1992
Capitol Broadcasting Company September 1983 - May 1987
Price Waterhouse September 1981 - May 1983
Skills
COSO, Auditing, Finance, Due Diligence, Sarbanes-Oxley Act
Education
University of South Alabama 1987 — 1989
Masters of Science, Computer and Information Systems
University of Scranton 1977 — 1981
Bachelor of Science, Accounting
Daniel Luckshire's Price Waterhouse Experience 1992 - 1995
Job EVP and Chief Financial Officer
Industry Executive Office
Experience
SIGA Technologies, Inc. 2011 - Present
Daniel J. Luckshire LLC 2009 - 2010
Merrill Lynch 1998 - 2008
USI Insurance Services 1995 - 1996
Price Waterhouse 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance / Strategic Management
Villanova University 1988 — 1992
BSA, Accounting
SIGA Technologies, Inc. 2011 - Present
Daniel J. Luckshire LLC 2009 - 2010
Merrill Lynch 1998 - 2008
USI Insurance Services 1995 - 1996
Price Waterhouse 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance / Strategic Management
Villanova University 1988 — 1992
BSA, Accounting
Janie Miller's Price Waterhouse Experience 1989 - 1993
Job Director, ILD Business Controls & Analytics at The Hartford
Industry Health, Wellness and Fitness
Experience
The Hartford March 2011 - Present
Janie Miller Wellness 2010 - Present
Hartford Life February 2006 - June 2010
ING 2001 - 2006
Aetna 1993 - 2001
Price Waterhouse 1989 - 1993
Education
Institute for Integrative Nutrition 2010 — 2011
Certified Holistic Health Coach
University of Rhode Island - College of Business Administration 1985 — 1989
BS, Accounting
The Hartford March 2011 - Present
Janie Miller Wellness 2010 - Present
Hartford Life February 2006 - June 2010
ING 2001 - 2006
Aetna 1993 - 2001
Price Waterhouse 1989 - 1993
Education
Institute for Integrative Nutrition 2010 — 2011
Certified Holistic Health Coach
University of Rhode Island - College of Business Administration 1985 — 1989
BS, Accounting
Allison Dakers's Price Waterhouse Experience 1991 - 1997
Job President and Principal Consultant, CA Dakers Consulting Inc.
Industry Human Resources
Experience
Dakers Consulting February 2013 - Present
IBM Canada October 2002 - January 2013
PricewaterhouseCoopers 1997 - 2002
Price Waterhouse 1991 - 1997
Skills
Business Transformation, Management Consulting, Organizational Design, Business Analysis, Change Management, Business Process..., Program Management, Project Management, Talent Management, Business Process, Governance, Consulting, PMO, IT Strategy, Management, Strategy
Education
University of Ottawa / Université d'Ottawa 1986 — 1989
MBA
University of Ottawa / Université d'Ottawa 1982 — 1986
Bachelor of Arts, Psychology and Sociology
Dakers Consulting February 2013 - Present
IBM Canada October 2002 - January 2013
PricewaterhouseCoopers 1997 - 2002
Price Waterhouse 1991 - 1997
Skills
Business Transformation, Management Consulting, Organizational Design, Business Analysis, Change Management, Business Process..., Program Management, Project Management, Talent Management, Business Process, Governance, Consulting, PMO, IT Strategy, Management, Strategy
Education
University of Ottawa / Université d'Ottawa 1986 — 1989
MBA
University of Ottawa / Université d'Ottawa 1982 — 1986
Bachelor of Arts, Psychology and Sociology
Chris Durham's Price Waterhouse Experience January 1997 - December 1997
Job Architect at Cervello
Industry Information Technology and Services
Experience
SSG, Ltd. August 2013 - March 2015
IBM March 2010 - August 2013
Independent Consultant / SSG, Ltd May 2003 - December 2009
Stonebridge Consulting January 1998 - March 2003
Price Waterhouse January 1997 - December 1997
EDS January 1996 - December 1996
EDS January 1995 - December 1995
EDS Mexico January 1994 - December 1994
EDS January 1990 - December 1993
EDS - General Motors January 1985 - December 1989
Skills
Business Intelligence, Data Warehousing, Solution Architecture, Data Architecture, Data Modeling, Integration, Databases, Data Governance, Consulting, Master Data Management, Requirements Analysis, SDLC, Enterprise Architecture, Data Integration, DB2, Dimensional Modeling, ETL, Informatica, CRM, Business Development, Data Warehouse..., IT Strategy, Erwin, Management Consulting, Practice Management, Data Quality, Teradata, Data Marts, Database Administration, OLAP, Data Migration, Account Management, Team Building, Resource Management
Education
University of Oklahoma 1979 — 1984
Bachelor of Science (BS), Chemistry
Phillips University 1979 — 1981
Pre-Medicine/Pre-Medical Studies
SSG, Ltd. August 2013 - March 2015
IBM March 2010 - August 2013
Independent Consultant / SSG, Ltd May 2003 - December 2009
Stonebridge Consulting January 1998 - March 2003
Price Waterhouse January 1997 - December 1997
EDS January 1996 - December 1996
EDS January 1995 - December 1995
EDS Mexico January 1994 - December 1994
EDS January 1990 - December 1993
EDS - General Motors January 1985 - December 1989
Skills
Business Intelligence, Data Warehousing, Solution Architecture, Data Architecture, Data Modeling, Integration, Databases, Data Governance, Consulting, Master Data Management, Requirements Analysis, SDLC, Enterprise Architecture, Data Integration, DB2, Dimensional Modeling, ETL, Informatica, CRM, Business Development, Data Warehouse..., IT Strategy, Erwin, Management Consulting, Practice Management, Data Quality, Teradata, Data Marts, Database Administration, OLAP, Data Migration, Account Management, Team Building, Resource Management
Education
University of Oklahoma 1979 — 1984
Bachelor of Science (BS), Chemistry
Phillips University 1979 — 1981
Pre-Medicine/Pre-Medical Studies
Jean Streicher's Price Waterhouse Experience January 1989 - January 1992
Job Certified Public Accountant
Industry Accounting
Experience
Jean Streicher, CPA 2004 - Present
Lyttleton & Associates January 1999 - January 2004
Qualcomm Incorporated January 1992 - January 1996
Qualcomm 1992 - 1996
Price Waterhouse January 1989 - January 1992
Beiser, Accounting Corp January 1988 - January 1989
Skills
Quickbooks Accounting, Non-profit Accounting, Financial Reporting, Accounting, Financial Statements, Auditing, CPA, Finance, SEC filings, Bookkeeping, Tax Returns, Preparation, Accountants, GAAP, IRS, Tax Preparation, Small Business, QuickBooks, Variance Analysis
Education
University of San Diego 1987 — 1989
B.B.A., Accounting
Jean Streicher, CPA 2004 - Present
Lyttleton & Associates January 1999 - January 2004
Qualcomm Incorporated January 1992 - January 1996
Qualcomm 1992 - 1996
Price Waterhouse January 1989 - January 1992
Beiser, Accounting Corp January 1988 - January 1989
Skills
Quickbooks Accounting, Non-profit Accounting, Financial Reporting, Accounting, Financial Statements, Auditing, CPA, Finance, SEC filings, Bookkeeping, Tax Returns, Preparation, Accountants, GAAP, IRS, Tax Preparation, Small Business, QuickBooks, Variance Analysis
Education
University of San Diego 1987 — 1989
B.B.A., Accounting
Peter N. Savarino's Price Waterhouse Experience 1983 - 1985
Job FP&A and Risk Professional
Industry Financial Services
Experience
First Guaranty Mortgage Corporation® June 2015 - Present
Financial Consultant June 2013 - May 2015
Fannie Mae 2006 - 2013
Fannie Mae January 1993 - December 2005
Adams National Bank/Abigail Adams National Bancorp 1988 - 1990
Dominion Federal Savings and Loan 1988 - 1988
Towers Watson (Formerly Watson Wyatt Worldwide; The Wyatt Company) 1985 - 1988
Price Waterhouse 1983 - 1985
Skills
Financial Analysis, Risk Management, Credit, Internal Controls, Internal Audit, Forecasting, Corporate Finance, Accounting, Credit Risk, Financial Reporting, Banking, Auditing, Financial Planning, Finance, Cross-functional Team..., Compliance, Reporting & Analysis, Planning Budgeting &...
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Mendoza School of Business, Finance & Marketing, With Honors
University of Tennessee-Knoxville
Bachelor of Science (BS), Accounting, Magna Cum Laude
First Guaranty Mortgage Corporation® June 2015 - Present
Financial Consultant June 2013 - May 2015
Fannie Mae 2006 - 2013
Fannie Mae January 1993 - December 2005
Adams National Bank/Abigail Adams National Bancorp 1988 - 1990
Dominion Federal Savings and Loan 1988 - 1988
Towers Watson (Formerly Watson Wyatt Worldwide; The Wyatt Company) 1985 - 1988
Price Waterhouse 1983 - 1985
Skills
Financial Analysis, Risk Management, Credit, Internal Controls, Internal Audit, Forecasting, Corporate Finance, Accounting, Credit Risk, Financial Reporting, Banking, Auditing, Financial Planning, Finance, Cross-functional Team..., Compliance, Reporting & Analysis, Planning Budgeting &...
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Mendoza School of Business, Finance & Marketing, With Honors
University of Tennessee-Knoxville
Bachelor of Science (BS), Accounting, Magna Cum Laude
Tracy Augustine, MBA's Price Waterhouse Experience August 1991 - July 1994
Job Administrative Manager
Industry Oil & Energy
Experience
Mitsubishi Heavy Industries America (MHIA) January 2015 - June 2015
Boardwalk Pipeline Partners, LP (Corrosion Department/Pipeline Integrity) November 2013 - January 2015
Redhawk Fire & Security March 2007 - May 2014
Harris County Youth Advocate Program December 2000 - March 2007
McKay Marine November 1998 - December 2000
Harris County Community Supervision and Correction Dept. May 1995 - November 1998
PRICE WATERHOUSE August 1991 - July 1994
Skills
Notary Public, Accounts Payable, Payroll, Accounts Receivable, Human Resources, Data Entry, Calendars, Expenses, Office Management, Background Checks, Spreadsheets, Fax, Confidentiality, Telephone Skills, Calendaring, QuickBooks, Office Equipment, Benefits Administration, Records Management, Bookkeeping, ADP Payroll, Expense Reports, Filing, Administrative..., Travel Arrangements, Security, Financial Statements, Time Management, Databases, Outlook, Office Administration, Small Business, Microsoft Office 2007, File Management, Online Research, Invoicing, Pressure, Energy Industry, Administrative Work, New Hire Orientations, Oil, Executive Support, Meeting Scheduling, Pipelines, Executive Level..., Management, Leadership, Microsoft Word
Education
University of Phoenix-Houston Campus 2010 — 2011
MBA, Business Administration and Management, General, 3.4
Mitsubishi Heavy Industries America (MHIA) January 2015 - June 2015
Boardwalk Pipeline Partners, LP (Corrosion Department/Pipeline Integrity) November 2013 - January 2015
Redhawk Fire & Security March 2007 - May 2014
Harris County Youth Advocate Program December 2000 - March 2007
McKay Marine November 1998 - December 2000
Harris County Community Supervision and Correction Dept. May 1995 - November 1998
PRICE WATERHOUSE August 1991 - July 1994
Skills
Notary Public, Accounts Payable, Payroll, Accounts Receivable, Human Resources, Data Entry, Calendars, Expenses, Office Management, Background Checks, Spreadsheets, Fax, Confidentiality, Telephone Skills, Calendaring, QuickBooks, Office Equipment, Benefits Administration, Records Management, Bookkeeping, ADP Payroll, Expense Reports, Filing, Administrative..., Travel Arrangements, Security, Financial Statements, Time Management, Databases, Outlook, Office Administration, Small Business, Microsoft Office 2007, File Management, Online Research, Invoicing, Pressure, Energy Industry, Administrative Work, New Hire Orientations, Oil, Executive Support, Meeting Scheduling, Pipelines, Executive Level..., Management, Leadership, Microsoft Word
Education
University of Phoenix-Houston Campus 2010 — 2011
MBA, Business Administration and Management, General, 3.4
Roni Kaplan Katz's Price Waterhouse Experience 1983 - 1985
Job Partner at Quadrangle Consulting LP
Industry Investment Management
Experience
Quadrangle Consulting LP September 2013 - Present
Touche Ross 1986 - 1989
Price Waterhouse 1983 - 1985
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science in Economics; Major in Accounting
Quadrangle Consulting LP September 2013 - Present
Touche Ross 1986 - 1989
Price Waterhouse 1983 - 1985
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science in Economics; Major in Accounting