Price Waterhouse
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Price Waterhouse Employees
Employee
Years
Job
Industry
Alan E. Shelton Alan E. Shelton's Price Waterhouse Experience 1977 - 1980
Job Founder, Chief Story Officer
Industry Think Tanks
Experience
Globalish Institute January 2014 - Present
Corporate Acumen Partners, Inc. January 2009 - April 2014
Founding Companies 2006 - 2014
24-7 Digital 1998 - 2003
Chico's Tecate Grill 1996 - 1998
Shelton, Smith & Townsend CPA's January 1981 - December 1996
Price Waterhouse 1977 - 1980
Skills
Personal Development, Leadership Development, Executive Coaching, Culture Change, Team Building, Coaching, Public Speaking, Emotional Intelligence, Organizational...
Education
Claremont Graduate School 1988 — 1990
M.A., Philosophy
Brigham Young University 1971 — 1977
B.S Accounting, Majors in accounting and philosophy
Globalish Institute January 2014 - Present
Corporate Acumen Partners, Inc. January 2009 - April 2014
Founding Companies 2006 - 2014
24-7 Digital 1998 - 2003
Chico's Tecate Grill 1996 - 1998
Shelton, Smith & Townsend CPA's January 1981 - December 1996
Price Waterhouse 1977 - 1980
Skills
Personal Development, Leadership Development, Executive Coaching, Culture Change, Team Building, Coaching, Public Speaking, Emotional Intelligence, Organizational...
Education
Claremont Graduate School 1988 — 1990
M.A., Philosophy
Brigham Young University 1971 — 1977
B.S Accounting, Majors in accounting and philosophy
Jim Finley Jim Finley's Price Waterhouse Experience 1990 - 1991
Job Lead Design Engineer, GE Appliances
Industry Consumer Goods
Experience
GE March 2012 - Present
Electrolux Major Appliances December 2005 - July 2010
Royston LLC May 2001 - April 2005
National Pen Corporation April 1999 - May 2001
AVERY DENNISON October 1997 - April 1999
Avery Dennison June 1996 - October 1997
AVERY DENNISON November 1993 - June 1996
Price Waterhouse 1990 - 1991
Booz Allen Hamilton 1988 - 1990
Skills
Injection Molding, Lean Manufacturing, 5S, Six Sigma, Motors, Switches, Kaizen, ISO, PPAP, Medical, Quality Assurance, Minitab, Product Development, Microsoft Office 2007, ERP, EMR, Solid Edge, AutoCAD, Quality System, Medicine, Continuous Improvement, Manufacturing, Value Stream Mapping, Manufacturing..., Engineering, Manufacturing..., Lean manufacturing
Education
University of Tennessee-Knoxville 1981 — 1986
BS, Mechanical Engineering
Brenau University
MBA
GE March 2012 - Present
Electrolux Major Appliances December 2005 - July 2010
Royston LLC May 2001 - April 2005
National Pen Corporation April 1999 - May 2001
AVERY DENNISON October 1997 - April 1999
Avery Dennison June 1996 - October 1997
AVERY DENNISON November 1993 - June 1996
Price Waterhouse 1990 - 1991
Booz Allen Hamilton 1988 - 1990
Skills
Injection Molding, Lean Manufacturing, 5S, Six Sigma, Motors, Switches, Kaizen, ISO, PPAP, Medical, Quality Assurance, Minitab, Product Development, Microsoft Office 2007, ERP, EMR, Solid Edge, AutoCAD, Quality System, Medicine, Continuous Improvement, Manufacturing, Value Stream Mapping, Manufacturing..., Engineering, Manufacturing..., Lean manufacturing
Education
University of Tennessee-Knoxville 1981 — 1986
BS, Mechanical Engineering
Brenau University
MBA
Darrin Jones's Price Waterhouse Experience 1992 - 1995
Job Business Development at Intel Corporation
Industry Computer Software
Experience
Intel Corporation October 2013 - Present
Microsoft 2009 - September 2013
Ziegler Capital Markets 2008 - 2009
Intel Corporation 1999 - 2008
Intel Corporation 1995 - 1999
Price Waterhouse 1992 - 1995
Skills
Virtualization, PaaS, Cloud Computing, Business Strategy, SaaS, Start-ups, Go-to-market Strategy, Business Development, Strategy, Competitive Analysis, Market Share Analysis, Cross-functional Team..., Business Intelligence, Enterprise Software, Strategic Partnerships, Financial Modeling, Program Management, Management, Outsourcing, Business Alliances, Product Management, Mergers & Acquisitions, Vendor Management, Venture Capital, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1987 — 1992
Business, Accounting
Intel Corporation October 2013 - Present
Microsoft 2009 - September 2013
Ziegler Capital Markets 2008 - 2009
Intel Corporation 1999 - 2008
Intel Corporation 1995 - 1999
Price Waterhouse 1992 - 1995
Skills
Virtualization, PaaS, Cloud Computing, Business Strategy, SaaS, Start-ups, Go-to-market Strategy, Business Development, Strategy, Competitive Analysis, Market Share Analysis, Cross-functional Team..., Business Intelligence, Enterprise Software, Strategic Partnerships, Financial Modeling, Program Management, Management, Outsourcing, Business Alliances, Product Management, Mergers & Acquisitions, Vendor Management, Venture Capital, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1987 — 1992
Business, Accounting
Rex T. Williams Rex T. Williams's Price Waterhouse Experience November 1985 - May 1988
Job Partner Cooper Williams LLC
Industry Accounting
Experience
Cooper Williams LLC March 2011 - Present
Community Health Charities - Utah November 2009 - Present
Greater Salt Lake Council - Boy Scouts of America November 2009 - Present
Philip H. Cooper and Company October 2009 - March 2011
Deseret Management Corporation May 1988 - October 2009
Davis Behavioral Health January 2000 - February 2007
Price Waterhouse November 1985 - May 1988
Western Financial Savings Bank October 1983 - November 1985
Montgomery Ward May 1979 - March 1982
Skills
1120S, GAAP, Accounting, Auditing, Non-profits, Financial Statements, Nonprofits, Management, Tax, CPA, Finance, Income Tax, Tax Accounting, Financial Audits, US GAAP, Tax Research, SEC filings, Revenue Recognition, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, General Ledger, Financial Accounting, Cost Accounting, Cash Flow, QuickBooks, Financial Analysis, Managerial Finance, Assurance, Corporate Tax, Tax Preparation
Education
Utah State University (MBA - Accounting) and Brigham Young University (B.S-Finance, Acctg/Econ) 1997 — 1999
Utah State University - MBA, Accounting, Finance, GPA 4.0
Brigham Young University 1973 — 1979
Bachelor's Degree, Finance, Accounting & Economics
Cooper Williams LLC March 2011 - Present
Community Health Charities - Utah November 2009 - Present
Greater Salt Lake Council - Boy Scouts of America November 2009 - Present
Philip H. Cooper and Company October 2009 - March 2011
Deseret Management Corporation May 1988 - October 2009
Davis Behavioral Health January 2000 - February 2007
Price Waterhouse November 1985 - May 1988
Western Financial Savings Bank October 1983 - November 1985
Montgomery Ward May 1979 - March 1982
Skills
1120S, GAAP, Accounting, Auditing, Non-profits, Financial Statements, Nonprofits, Management, Tax, CPA, Finance, Income Tax, Tax Accounting, Financial Audits, US GAAP, Tax Research, SEC filings, Revenue Recognition, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, General Ledger, Financial Accounting, Cost Accounting, Cash Flow, QuickBooks, Financial Analysis, Managerial Finance, Assurance, Corporate Tax, Tax Preparation
Education
Utah State University (MBA - Accounting) and Brigham Young University (B.S-Finance, Acctg/Econ) 1997 — 1999
Utah State University - MBA, Accounting, Finance, GPA 4.0
Brigham Young University 1973 — 1979
Bachelor's Degree, Finance, Accounting & Economics
Scott Collins Scott Collins's Price Waterhouse Experience September 1980 - 1992
Job Experienced Senior Financial Executive
Industry Computer Software
Experience
Grace Hill 2014 - Present
Property Solutions International Inc. 2012 - 2014
Cottonwood Partners 2002 - 2011
JP Realty 1997 - 2002
Park City Group 1992 - 1997
Price Waterhouse September 1980 - 1992
Skills
Accounting, Real Estate, Mergers, Due Diligence, Finance, Managerial Finance, Human Resources, Management, Financial Reporting, Budgets, Cash Flow, Mergers & Acquisitions, Auditing, Forecasting, Strategic Financial..., Investments, Loans, Financial Accounting, Financial Analysis, Negotiation, Leadership, Start-ups, Internal Controls, Entrepreneurship, Credit, Sales, Real Estate Development, Executive Management, SEC filings, Financial Modeling, Team Leadership
Education
Brigham Young University 1976 — 1980
Masters, Accounting
Brigham Young University 1976 — 1980
Bachelor, Accounting
Tehran American School
Grace Hill 2014 - Present
Property Solutions International Inc. 2012 - 2014
Cottonwood Partners 2002 - 2011
JP Realty 1997 - 2002
Park City Group 1992 - 1997
Price Waterhouse September 1980 - 1992
Skills
Accounting, Real Estate, Mergers, Due Diligence, Finance, Managerial Finance, Human Resources, Management, Financial Reporting, Budgets, Cash Flow, Mergers & Acquisitions, Auditing, Forecasting, Strategic Financial..., Investments, Loans, Financial Accounting, Financial Analysis, Negotiation, Leadership, Start-ups, Internal Controls, Entrepreneurship, Credit, Sales, Real Estate Development, Executive Management, SEC filings, Financial Modeling, Team Leadership
Education
Brigham Young University 1976 — 1980
Masters, Accounting
Brigham Young University 1976 — 1980
Bachelor, Accounting
Tehran American School
Cheryl Lauer Cheryl Lauer's Price Waterhouse Experience 1988 - 1991
Job Owner / President Bakers Pride ~ Wholesale Bakery
Industry Food Production
Experience
Bakers Pride ~ Wholesale Bakery August 1991 - Present
Entrepreneurs' Organization July 2015 - Present
Entrepreneurs' Organization July 2014 - June 2015
Entrepreneurs' Organization May 2013 - June 2015
Entrepreneurs' Organization July 2012 - June 2013
Entrepreneurs' Organization July 2009 - June 2011
Price Waterhouse 1988 - 1991
Skills
Entrepreneurship, Operational Efficiency, Problem Solving, Food Industry, Customer Service, Sales, Management, Accounting, Food Safety, Contract Negotiation, QuickBooks, Small Business, Business Strategy, Budgets, Marketing Strategy, New Business Development, Strategic Planning
Education
University of Missouri-Saint Louis 1987 — 1988
BSBA, Business/Accounting
University of Missouri-Columbia, College of Business 1985 — 1987
Business/Accounting
Bradley University 1983 — 1984
Business/Accounting
Bakers Pride ~ Wholesale Bakery August 1991 - Present
Entrepreneurs' Organization July 2015 - Present
Entrepreneurs' Organization July 2014 - June 2015
Entrepreneurs' Organization May 2013 - June 2015
Entrepreneurs' Organization July 2012 - June 2013
Entrepreneurs' Organization July 2009 - June 2011
Price Waterhouse 1988 - 1991
Skills
Entrepreneurship, Operational Efficiency, Problem Solving, Food Industry, Customer Service, Sales, Management, Accounting, Food Safety, Contract Negotiation, QuickBooks, Small Business, Business Strategy, Budgets, Marketing Strategy, New Business Development, Strategic Planning
Education
University of Missouri-Saint Louis 1987 — 1988
BSBA, Business/Accounting
University of Missouri-Columbia, College of Business 1985 — 1987
Business/Accounting
Bradley University 1983 — 1984
Business/Accounting
Lance Livingston Lance Livingston's Price Waterhouse Experience 1987 - 1989
Job Business Partner at Natiowide Utility Consultants
Industry Real Estate
Experience
Nationwide Utility Consultants March 2015 - Present
Real Estate 1970 - Present
Smart Real Estate Foreclosures, LLC. 2008 - 2013
Cornerstone Development 1998 - December 2010
Cornerstone Mortgage and Real Estate 1993 - 1998
Cornerstone 1989 - 1998
Capital City Mortgage 1991 - 1993
Price Waterhouse 1987 - 1989
Skills
Real Estate, Investment Properties, Investors, Property Management, Customer Service, Short Sales, Entrepreneurship, Management, Sales, Strategic Planning, Residential Homes, Sellers, Search and Rescue, Commercial Real Estate, SEO, PHP, Real Estate Development, Small Business, Social Media Marketing, Utility Billing
Education
Brigham Young University 1979 — 1987
Master's Degree, Accounting and Business/Management
Nationwide Utility Consultants March 2015 - Present
Real Estate 1970 - Present
Smart Real Estate Foreclosures, LLC. 2008 - 2013
Cornerstone Development 1998 - December 2010
Cornerstone Mortgage and Real Estate 1993 - 1998
Cornerstone 1989 - 1998
Capital City Mortgage 1991 - 1993
Price Waterhouse 1987 - 1989
Skills
Real Estate, Investment Properties, Investors, Property Management, Customer Service, Short Sales, Entrepreneurship, Management, Sales, Strategic Planning, Residential Homes, Sellers, Search and Rescue, Commercial Real Estate, SEO, PHP, Real Estate Development, Small Business, Social Media Marketing, Utility Billing
Education
Brigham Young University 1979 — 1987
Master's Degree, Accounting and Business/Management
Kathleen Holmgren Kathleen Holmgren's Price Waterhouse Experience June 1980 - August 1983
Job Chief Officer, Future Workforce at Automation Anywhere
Industry Computer Software
Experience
Automation Anywhere August 2015 - Present
Alliance of Chief Executives October 2009 - Present
Sage Advice Partners March 2008 - Present
Automation Anywhere March 2013 - August 2015
Mendocino Software November 2007 - March 2008
Sun Microsystems December 1995 - August 2006
Sun Microsystems June 1985 - December 1995
Price Waterhouse June 1980 - August 1983
Skills
Operations Management, Team Leadership, Business Process..., Mobile Applications, Manufacturing, Start-ups, Strategic Partnerships, Supply Chain Management, Management Consulting, Enterprise Software, Cloud Computing, Business Strategy, Strategy, Product Marketing, Leadership, SaaS, Cross-functional Team..., Business Planning, CRM, Management, Strategic Planning, Outsourcing, Executive Management, Product Development, Product Management, Project Management, Marketing, Business Development, Entrepreneurship, Mergers & Acquisitions, Program Management, Analysis, Business Alliances, Venture Capital, Competitive Analysis, New Business Development, Go-to-market Strategy, Sales, Consulting
Education
Stanford University 1983 — 1985
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 1976 — 1980
BS, Industrial Engineering
Automation Anywhere August 2015 - Present
Alliance of Chief Executives October 2009 - Present
Sage Advice Partners March 2008 - Present
Automation Anywhere March 2013 - August 2015
Mendocino Software November 2007 - March 2008
Sun Microsystems December 1995 - August 2006
Sun Microsystems June 1985 - December 1995
Price Waterhouse June 1980 - August 1983
Skills
Operations Management, Team Leadership, Business Process..., Mobile Applications, Manufacturing, Start-ups, Strategic Partnerships, Supply Chain Management, Management Consulting, Enterprise Software, Cloud Computing, Business Strategy, Strategy, Product Marketing, Leadership, SaaS, Cross-functional Team..., Business Planning, CRM, Management, Strategic Planning, Outsourcing, Executive Management, Product Development, Product Management, Project Management, Marketing, Business Development, Entrepreneurship, Mergers & Acquisitions, Program Management, Analysis, Business Alliances, Venture Capital, Competitive Analysis, New Business Development, Go-to-market Strategy, Sales, Consulting
Education
Stanford University 1983 — 1985
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 1976 — 1980
BS, Industrial Engineering
Brad Sher Brad Sher's Price Waterhouse Experience September 1992 - September 1994
Job RVP Network Contracting & Strategy at CHI St. Luke's Health
Industry Hospital & Health Care
Experience
CHI St. Luke's Health August 2015 - Present
Detroit Medical Center February 2013 - Present
Spectrum Health Medical Group June 2009 - June 2012
BryanLGH Health System September 1994 - May 2008
Price Waterhouse September 1992 - September 1994
St. Bernardine Medical Center June 1991 - September 1992
O'Connor Hospital 1987 - 1991
Blue Cross of California 1985 - 1987
Skills
Strategic Thinking, Healthcare, HIPAA, Healthcare Information..., Healthcare Management, Health Care Systems, Revenue Cycle, Payer Relations, Healthcare Consulting, Practice Management, Hospitals, EHR, Contract Negotiation, Managed Care, Healthcare Industry, Management, Medicaid, Medicare, Provider Relations, Process Improvement, Physicians, Network Development, EMR, Physician Relations, Credentialing, Strategy
Education
Golden Gate University 1986 — 1988
MBA, Health Services Administration
California Polytechnic State University-San Luis Obispo 1978 — 1982
BS, Finance
CHI St. Luke's Health August 2015 - Present
Detroit Medical Center February 2013 - Present
Spectrum Health Medical Group June 2009 - June 2012
BryanLGH Health System September 1994 - May 2008
Price Waterhouse September 1992 - September 1994
St. Bernardine Medical Center June 1991 - September 1992
O'Connor Hospital 1987 - 1991
Blue Cross of California 1985 - 1987
Skills
Strategic Thinking, Healthcare, HIPAA, Healthcare Information..., Healthcare Management, Health Care Systems, Revenue Cycle, Payer Relations, Healthcare Consulting, Practice Management, Hospitals, EHR, Contract Negotiation, Managed Care, Healthcare Industry, Management, Medicaid, Medicare, Provider Relations, Process Improvement, Physicians, Network Development, EMR, Physician Relations, Credentialing, Strategy
Education
Golden Gate University 1986 — 1988
MBA, Health Services Administration
California Polytechnic State University-San Luis Obispo 1978 — 1982
BS, Finance
JOHN R. WEST JOHN R. WEST's Price Waterhouse Experience June 1975 - November 1982
Job Chief Financial Officer RHA Health Services, Inc.
Industry Hospital & Health Care
Experience
RHA Health Services, Inc January 1990 - Present
Benton Mortgage Company January 1988 - December 1989
Ameritrust Bank, NA 1987 - 1988
Emory Medical Management 1985 - 1987
Hereth Orr and Jones December 1982 - December 1984
Price Waterhouse June 1975 - November 1982
Skills
Healthcare, Managerial Finance, Accounting, Accounts Receivable, Budgets, QuickBooks, Accounts Payable, Financial Operations, Payroll, Non-profits, Accounting Management, Microsoft Excel
Education
Bucknell University 1971 — 1975
BSBA, Business and Accounting
RHA Health Services, Inc January 1990 - Present
Benton Mortgage Company January 1988 - December 1989
Ameritrust Bank, NA 1987 - 1988
Emory Medical Management 1985 - 1987
Hereth Orr and Jones December 1982 - December 1984
Price Waterhouse June 1975 - November 1982
Skills
Healthcare, Managerial Finance, Accounting, Accounts Receivable, Budgets, QuickBooks, Accounts Payable, Financial Operations, Payroll, Non-profits, Accounting Management, Microsoft Excel
Education
Bucknell University 1971 — 1975
BSBA, Business and Accounting
Bill Busath Bill Busath's Price Waterhouse Experience 1995 - 1996
Job
Industry Semiconductors
Experience
Busath Consulting LLC May 2015 - Present
LSI 2000 - 2015
Catalyst Integration Inc. 1998 - 2000
Busath Consulting Inc. 1996 - 1998
Price Waterhouse 1995 - 1996
Skills
ERP, SAP ERP, SAP R/3, SAP, ABAP, Integration, Business Objects, SAP Netweaver, Unix, SD, Management, Consulting, Business Intelligence, Cross-functional Team..., Business Process, Testing, Requirements Analysis, Program Management, Process Improvement, ABAP Web Dynpro, ABAP-OO
Education
Brigham Young University
BA, Economics, Spanish
Busath Consulting LLC May 2015 - Present
LSI 2000 - 2015
Catalyst Integration Inc. 1998 - 2000
Busath Consulting Inc. 1996 - 1998
Price Waterhouse 1995 - 1996
Skills
ERP, SAP ERP, SAP R/3, SAP, ABAP, Integration, Business Objects, SAP Netweaver, Unix, SD, Management, Consulting, Business Intelligence, Cross-functional Team..., Business Process, Testing, Requirements Analysis, Program Management, Process Improvement, ABAP Web Dynpro, ABAP-OO
Education
Brigham Young University
BA, Economics, Spanish
Mary Lynn Hoffer's Price Waterhouse Experience July 1979 - August 1985
Job Principal at DiGiovine Hnilo Jordan + Johnson Ltd.
Industry Accounting
Experience
DIGIOVINE HNILO JORDAN + JOHNSON LTD. May 1990 - Present
Sikich Gardner & Co. March 1989 - March 1990
Oberweis Dairy March 1988 - March 1989
Santa Fe Southern Pacific Corporation October 1985 - March 1988
Price Waterhouse July 1979 - August 1985
Skills
Business Valuation, Auditing, Income Tax, Accounting, Corporate Tax, CPA, Partnership Taxation, Financial Reporting, QuickBooks, US GAAP, Forensic accounting, Fraud Prevention, Financial Forecasting, Limited Partnerships, Expert Witness, Litigation Support, Lost Profits..., Financial Statements, Forensic Accounting, Financial Analysis, Mergers & Acquisitions
Education
Bradley University 1975 — 1979
BA, Accounting
DIGIOVINE HNILO JORDAN + JOHNSON LTD. May 1990 - Present
Sikich Gardner & Co. March 1989 - March 1990
Oberweis Dairy March 1988 - March 1989
Santa Fe Southern Pacific Corporation October 1985 - March 1988
Price Waterhouse July 1979 - August 1985
Skills
Business Valuation, Auditing, Income Tax, Accounting, Corporate Tax, CPA, Partnership Taxation, Financial Reporting, QuickBooks, US GAAP, Forensic accounting, Fraud Prevention, Financial Forecasting, Limited Partnerships, Expert Witness, Litigation Support, Lost Profits..., Financial Statements, Forensic Accounting, Financial Analysis, Mergers & Acquisitions
Education
Bradley University 1975 — 1979
BA, Accounting
Lynn Halterman Lynn Halterman's Price Waterhouse Experience 1990 - 1995
Job Senior Solutions Architect Finance at Cargill
Industry Information Technology and Services
Experience
Cargill June 2013 - Present
Cargill October 2009 - May 2013
Accenture 1995 - 2009
Price Waterhouse 1990 - 1995
Skills
Business Intelligence, Enterprise Architecture, Master Data Management, SAP BW, SharePoint, SAP, Data Conversion, SAP MDM, Information Architecture, Enterprise Content..., Metadata Management, SAP Architecture, Social Media, Financial Systems..., OpenText, Financial Systems, Financial Systems Design, Large Scale System...
Education
Brigham Young University 1987 — 1990
Masters, Information Systems
Brigham Young University 1980 — 1987
Bachelors, Accounting
Cargill June 2013 - Present
Cargill October 2009 - May 2013
Accenture 1995 - 2009
Price Waterhouse 1990 - 1995
Skills
Business Intelligence, Enterprise Architecture, Master Data Management, SAP BW, SharePoint, SAP, Data Conversion, SAP MDM, Information Architecture, Enterprise Content..., Metadata Management, SAP Architecture, Social Media, Financial Systems..., OpenText, Financial Systems, Financial Systems Design, Large Scale System...
Education
Brigham Young University 1987 — 1990
Masters, Information Systems
Brigham Young University 1980 — 1987
Bachelors, Accounting
Brent Crouch Brent Crouch's Price Waterhouse Experience April 1984 - June 1989
Job Chief Financial Officer at BizAuctions Inc.
Industry Retail
Experience
AmeriResourses January 2005 - Present
BizAuctions Inc. January 1996 - Present
Crouch & Associates January 1989 - July 2006
Price Waterhouse April 1984 - June 1989
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, Managerial Finance, Budgets, Financial Modeling, Finance, Strategic Financial..., Cash Management, Corporate Finance, Cash Flow
Education
Brigham Young University 1980 — 1984
Masters of Accounting
AmeriResourses January 2005 - Present
BizAuctions Inc. January 1996 - Present
Crouch & Associates January 1989 - July 2006
Price Waterhouse April 1984 - June 1989
Skills
Forecasting, Financial Analysis, Financial Reporting, Accounting, Managerial Finance, Budgets, Financial Modeling, Finance, Strategic Financial..., Cash Management, Corporate Finance, Cash Flow
Education
Brigham Young University 1980 — 1984
Masters of Accounting
Hugh Collins Hugh Collins's Price Waterhouse Experience 1995 - 1997
Job Principal Account Manager at EnerNOC
Industry Information Technology and Services
Experience
EnerNOC March 2015 - Present
BMC Software November 2010 - March 2015
State Street Corporation 2006 - 2010
Deloitte Consulting 1997 - 2005
Price Waterhouse 1995 - 1997
Skills
Enterprise Software, IT Management, Leadership, Risk Management, Data Center, Consulting, Financial Services, SDLC, Business Analysis, IT Strategy, Business Process..., Software Project..., Program Management, Project Portfolio..., Business Process, Process Improvement, Project Management, Integration
Education
Bournemouth University 1988 — 1992
BA (Hons), Business Studies
EnerNOC March 2015 - Present
BMC Software November 2010 - March 2015
State Street Corporation 2006 - 2010
Deloitte Consulting 1997 - 2005
Price Waterhouse 1995 - 1997
Skills
Enterprise Software, IT Management, Leadership, Risk Management, Data Center, Consulting, Financial Services, SDLC, Business Analysis, IT Strategy, Business Process..., Software Project..., Program Management, Project Portfolio..., Business Process, Process Improvement, Project Management, Integration
Education
Bournemouth University 1988 — 1992
BA (Hons), Business Studies
Kai Ranabargar Kai Ranabargar's Price Waterhouse Experience January 1989 - June 1996
Job Principal at Tax Technology Group, Inc.
Industry Information Technology and Services
Experience
Tax Technology Group, Inc. September 2011 - Present
Definitive Solutions, Inc. July 2002 - September 2011
Arthur Andersen LLP July 1996 - December 2001
The Walt Disney Company February 1996 - August 1996
Price Waterhouse January 1989 - June 1996
Skills
Sabrix, Vertex, Taxware, ERP, Sales Tax, Corporate Tax, Indirect Taxation, Enterprise Software, Tax, Accounting, Process Improvement, Business Analysis, VAT, Sarbanes-Oxley Act, Business Process..., Strategy, Integration, Tax Accounting, Consulting, Business Process, Auditing, Income Tax, Business Development, Management Consulting, Tax Law
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA
California State Polytechnic University-Pomona 1985 — 1988
BS
Tax Technology Group, Inc. September 2011 - Present
Definitive Solutions, Inc. July 2002 - September 2011
Arthur Andersen LLP July 1996 - December 2001
The Walt Disney Company February 1996 - August 1996
Price Waterhouse January 1989 - June 1996
Skills
Sabrix, Vertex, Taxware, ERP, Sales Tax, Corporate Tax, Indirect Taxation, Enterprise Software, Tax, Accounting, Process Improvement, Business Analysis, VAT, Sarbanes-Oxley Act, Business Process..., Strategy, Integration, Tax Accounting, Consulting, Business Process, Auditing, Income Tax, Business Development, Management Consulting, Tax Law
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA
California State Polytechnic University-Pomona 1985 — 1988
BS
Scott Richardson Scott Richardson's Price Waterhouse Experience June 1988 - January 1994
Job Experienced Technology Executive | Delivery Leadership | Agile | Strategy
Industry Financial Services
Experience
Fannie Mae November 2014 - Present
Capital One December 2011 - September 2014
Capital One December 2009 - December 2011
Capital One October 2006 - December 2009
Capital One July 2004 - October 2006
Capital One June 2001 - July 2004
ITM Group, Inc. January 1994 - June 2001
Price Waterhouse June 1988 - January 1994
Skills
Risk Management, IT Strategy, Portfolio Management, Financial Services, Vendor Management, Banking, Program Management, PMO, SDLC, IT Outsourcing, Commercial Banking, Retail Banking, Consulting, Accounting Applications, Agile Methodologies, Governance, Application Management..., Change Management, Team Building, Software Development, Financial Management, Offshoring, Cross-functional Team..., Business Intelligence, Strategy, Business Process, ERP, Leadership, Finance, Project Management, Management, IT Business Strategy
Education
Bucknell University 1984 — 1988
BA, Economics
The George Washington University 1999 — 2001
MS, Engineering Management (Systems Engineering)
Louisiana State University 2011 — 2011
Executive Master's Certificate in Banking, School of Banking
Fannie Mae November 2014 - Present
Capital One December 2011 - September 2014
Capital One December 2009 - December 2011
Capital One October 2006 - December 2009
Capital One July 2004 - October 2006
Capital One June 2001 - July 2004
ITM Group, Inc. January 1994 - June 2001
Price Waterhouse June 1988 - January 1994
Skills
Risk Management, IT Strategy, Portfolio Management, Financial Services, Vendor Management, Banking, Program Management, PMO, SDLC, IT Outsourcing, Commercial Banking, Retail Banking, Consulting, Accounting Applications, Agile Methodologies, Governance, Application Management..., Change Management, Team Building, Software Development, Financial Management, Offshoring, Cross-functional Team..., Business Intelligence, Strategy, Business Process, ERP, Leadership, Finance, Project Management, Management, IT Business Strategy
Education
Bucknell University 1984 — 1988
BA, Economics
The George Washington University 1999 — 2001
MS, Engineering Management (Systems Engineering)
Louisiana State University 2011 — 2011
Executive Master's Certificate in Banking, School of Banking
Raymond Carlson Raymond Carlson's Price Waterhouse Experience June 1992 - July 1995
Job Vice President, Insurance Consulting Practice Lead
Industry Information Technology and Services
Experience
Virtusa February 2013 - Present
NTT DATA Americas July 2009 - February 2013
Carlson Management & Technology Consultants August 2008 - July 2009
BearingPoint Consulting March 2007 - July 2008
Diamond Management & Technology Consultants July 2006 - January 2007
Dillon-Kane Group / STA Group July 2002 - May 2006
Deloitte Consulting August 1995 - May 2002
Price Waterhouse June 1992 - July 1995
Andersen Consulting May 1989 - May 1992
Education
Bowling Green State University 1985 — 1989
B.S./B.A., Computer Science & East Asian Studies
Yonsei University Korean Language Institute (연세대학교 한국어학당) 1987 — 1988
Korean Language
Yonsei University 1986 — 1987
Developmental and Comparative East Asian Studies
University of Michigan
Seminar in East Asian Studies
Virtusa February 2013 - Present
NTT DATA Americas July 2009 - February 2013
Carlson Management & Technology Consultants August 2008 - July 2009
BearingPoint Consulting March 2007 - July 2008
Diamond Management & Technology Consultants July 2006 - January 2007
Dillon-Kane Group / STA Group July 2002 - May 2006
Deloitte Consulting August 1995 - May 2002
Price Waterhouse June 1992 - July 1995
Andersen Consulting May 1989 - May 1992
Education
Bowling Green State University 1985 — 1989
B.S./B.A., Computer Science & East Asian Studies
Yonsei University Korean Language Institute (연세대학교 한국어학당) 1987 — 1988
Korean Language
Yonsei University 1986 — 1987
Developmental and Comparative East Asian Studies
University of Michigan
Seminar in East Asian Studies
Scott Doughman Scott Doughman's Price Waterhouse Experience 1992 - 1994
Job VP, Business Development Global Brand Partnerships
Industry Internet
Experience
Yahoo! 2010 - Present
SunGard 2000 - 2007
FedEx Office 1998 - 2000
Booz & Company 1996 - 1998
Fidelity Investments 1995 - 1995
Price Waterhouse 1992 - 1994
Jet Propulsion Laboratory 1990 - 1990
Education
Stanford University 2002 — 2002
Executive Education
University of Pennsylvania 1994 — 1996
MBA
Brigham Young University 1988 — 1991
BS
Yahoo! 2010 - Present
SunGard 2000 - 2007
FedEx Office 1998 - 2000
Booz & Company 1996 - 1998
Fidelity Investments 1995 - 1995
Price Waterhouse 1992 - 1994
Jet Propulsion Laboratory 1990 - 1990
Education
Stanford University 2002 — 2002
Executive Education
University of Pennsylvania 1994 — 1996
MBA
Brigham Young University 1988 — 1991
BS
Rhonda Bracey Rhonda Bracey's Price Waterhouse Experience 1984 - 1986
Job CFO Consultant
Industry Medical Devices
Experience
CFO Consultant June 2015 - Present
Avedro, Inc. April 2009 - June 2015
NDO Surgical 2003 - 2008
CR Bard 1986 - 2002
Price Waterhouse 1984 - 1986
Skills
Sarbanes-Oxley Act, Medical Devices, SEC filings, Private Equity, Executive Management, Venture Capital, Commercialization, Mergers, Mergers & Acquisitions, Start-ups, Finance, Financial Reporting, Forecasting, Strategic Planning, Managerial Finance, Leadership, Human Resources, Cross-functional Team..., Accounting, Due Diligence, Acquisition Integration, Process Improvement, Corporate Finance, SEC Filings
Education
Bryant University
BS in BA
CPA
CFO Consultant June 2015 - Present
Avedro, Inc. April 2009 - June 2015
NDO Surgical 2003 - 2008
CR Bard 1986 - 2002
Price Waterhouse 1984 - 1986
Skills
Sarbanes-Oxley Act, Medical Devices, SEC filings, Private Equity, Executive Management, Venture Capital, Commercialization, Mergers, Mergers & Acquisitions, Start-ups, Finance, Financial Reporting, Forecasting, Strategic Planning, Managerial Finance, Leadership, Human Resources, Cross-functional Team..., Accounting, Due Diligence, Acquisition Integration, Process Improvement, Corporate Finance, SEC Filings
Education
Bryant University
BS in BA
CPA
Steven K. Johnson Steven K. Johnson's Price Waterhouse Experience 1986 - 1988
Job Vice President of Global Taxes at Palo Alto Networks, Inc.
Industry Computer Software
Experience
Palo Alto Networks, Inc. September 2014 - Present
TIBCO Software Inc. March 2013 - September 2014
Genesys Labs March 2012 - October 2012
Altera Corporation March 2001 - November 2011
McAfee December 1999 - March 2001
US Surgical 1992 - 1999
Deloitte and Touche August 1988 - March 1992
Price Waterhouse 1986 - 1988
Skills
SEC filings, Sarbanes-Oxley Act, International Tax, Accounting, Mergers, US GAAP, Financial Reporting, Transfer Pricing, Tax, Process Improvement, Financial Analysis, Auditing, Tax Accounting, Due Diligence, SAP
Education
Brigham Young University 1981 — 1985
BS, Accounting
Brigham Young University
Masters (MAcc), Accounting, Tax
Palo Alto Networks, Inc. September 2014 - Present
TIBCO Software Inc. March 2013 - September 2014
Genesys Labs March 2012 - October 2012
Altera Corporation March 2001 - November 2011
McAfee December 1999 - March 2001
US Surgical 1992 - 1999
Deloitte and Touche August 1988 - March 1992
Price Waterhouse 1986 - 1988
Skills
SEC filings, Sarbanes-Oxley Act, International Tax, Accounting, Mergers, US GAAP, Financial Reporting, Transfer Pricing, Tax, Process Improvement, Financial Analysis, Auditing, Tax Accounting, Due Diligence, SAP
Education
Brigham Young University 1981 — 1985
BS, Accounting
Brigham Young University
Masters (MAcc), Accounting, Tax
Fred Faerber Fred Faerber's Price Waterhouse Experience 1982 - 1984
Job Owner, Frederick W. Faerber III, CPA Executive Search
Industry Staffing and Recruiting
Experience
Roger Williams University August 2008 - June 2009
Citicorp 1984 - 1988
Price Waterhouse 1982 - 1984
KPMG Peat Marwick 1978 - 1982
Old Stone Bank 1973 - 1978
U.S. Air Force June 1969 - August 1973
U.S. Capitol Police 1968 - 1969
Skills
Accounting, Cost Accounting, Finance, Risk Management, CPA, Consulting, Negotiation, Financial Services, Executive Search, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Tax, Credit, Start-ups, Budgets, Banking, Strategic Planning, Small Business, Due Diligence, Investments
Education
Georgetown University 1964 — 1968
B.S. Foreign Service, International Relations
University of Rhode Island - College of Business Administration 1975 — 1979
MBA, Accounting
Bryant University 1979 — 1981
M. S. Taxation, Taxation
Roger Williams University August 2008 - June 2009
Citicorp 1984 - 1988
Price Waterhouse 1982 - 1984
KPMG Peat Marwick 1978 - 1982
Old Stone Bank 1973 - 1978
U.S. Air Force June 1969 - August 1973
U.S. Capitol Police 1968 - 1969
Skills
Accounting, Cost Accounting, Finance, Risk Management, CPA, Consulting, Negotiation, Financial Services, Executive Search, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Tax, Credit, Start-ups, Budgets, Banking, Strategic Planning, Small Business, Due Diligence, Investments
Education
Georgetown University 1964 — 1968
B.S. Foreign Service, International Relations
University of Rhode Island - College of Business Administration 1975 — 1979
MBA, Accounting
Bryant University 1979 — 1981
M. S. Taxation, Taxation
F. Carl Walter F. Carl Walter's Price Waterhouse Experience 1973 - 1981
Job President at Plymouth Holdings, Inc.
Industry Financial Services
Experience
Plymouth Holdings, Inc. October 1990 - Present
Chess Financial Corporation June 1986 - October 2011
Sterling Ltd. November 1981 - June 1986
Price Waterhouse 1973 - 1981
Skills
Investments, Asset Allocation, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Venture Capital, Investment Management, Wealth Management, Corporate Governance, Strategy, Asset Management, Portfolio Management, Strategic Financial..., Financial Planning, Management, Leadership
Education
Kent State University 1970 — 1973
Bachelor of Business Administration (BBA), Accounting and Business/Management
Bowling Green State University 1969 — 1970
Mathematics and Art
Plymouth Holdings, Inc. October 1990 - Present
Chess Financial Corporation June 1986 - October 2011
Sterling Ltd. November 1981 - June 1986
Price Waterhouse 1973 - 1981
Skills
Investments, Asset Allocation, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Venture Capital, Investment Management, Wealth Management, Corporate Governance, Strategy, Asset Management, Portfolio Management, Strategic Financial..., Financial Planning, Management, Leadership
Education
Kent State University 1970 — 1973
Bachelor of Business Administration (BBA), Accounting and Business/Management
Bowling Green State University 1969 — 1970
Mathematics and Art
Cyndie Estevao Cyndie Estevao's Price Waterhouse Experience 1988 - 1991
Job Director of Finance at UFCW Local 328
Industry
Experience
UFCW Local 328 November 2000 - Present
UFCW Local 328 2000 - 2013
Memorial Hospital of RI 1991 - 2000
Price Waterhouse 1988 - 1991
Skills
Finance, Financial Reporting
Education
Bryant University 1984 — 1988
Bachelor of Science (BS), Accounting
UFCW Local 328 November 2000 - Present
UFCW Local 328 2000 - 2013
Memorial Hospital of RI 1991 - 2000
Price Waterhouse 1988 - 1991
Skills
Finance, Financial Reporting
Education
Bryant University 1984 — 1988
Bachelor of Science (BS), Accounting
S. Randall Emanuelson S. Randall Emanuelson's Price Waterhouse Experience 1979 - 1992
Job Vice President at Sledd Co.
Industry Wholesale
Experience
Sledd Co. 1992 - Present
Price Waterhouse 1979 - 1992
Education
Bucknell University 1975 — 1979
BSBA - Accounting
Sledd Co. 1992 - Present
Price Waterhouse 1979 - 1992
Education
Bucknell University 1975 — 1979
BSBA - Accounting
George R. Keane George R. Keane's Price Waterhouse Experience 1982 - 1990
Job Interim CIO, Senior IT Leadership Positions
Industry Management Consulting
Experience
Keane & Associates, Inc 1990 - Present
Tatum, LLC 2010 - 2012
Price Waterhouse 1982 - 1990
Skills
Interim Management..., Software Project..., Management Consulting, IT Strategy, Business Intelligence, Business Analysis
Education
Cal Poly Pomona
B.S., Business Administration: Major in Computers & Information Systems
Keane & Associates, Inc 1990 - Present
Tatum, LLC 2010 - 2012
Price Waterhouse 1982 - 1990
Skills
Interim Management..., Software Project..., Management Consulting, IT Strategy, Business Intelligence, Business Analysis
Education
Cal Poly Pomona
B.S., Business Administration: Major in Computers & Information Systems
James Budge James Budge's Price Waterhouse Experience 1990 - 1997
Job COO/CFO Genesys, the market leader in multichannel customer customer experience & contact center solutions
Industry Computer Software
Experience
Genesys May 2012 - Present
Comverse November 2012 - Present
Highcrest Management Group January 2012 - Present
Rovi Corporation September 2005 - May 2012
Trados 2004 - 2005
Sendmail 2002 - 2004
CrossWorlds Software 1999 - 2002
Arbor/Hyperion Software 1997 - 1999
Price Waterhouse 1990 - 1997
Education
Brigham Young University
Bachelor's Degree, Accounting
Genesys May 2012 - Present
Comverse November 2012 - Present
Highcrest Management Group January 2012 - Present
Rovi Corporation September 2005 - May 2012
Trados 2004 - 2005
Sendmail 2002 - 2004
CrossWorlds Software 1999 - 2002
Arbor/Hyperion Software 1997 - 1999
Price Waterhouse 1990 - 1997
Education
Brigham Young University
Bachelor's Degree, Accounting
Jim Mitchell Jim Mitchell's Price Waterhouse Experience 1983 - 1985
Job Chief Sales and Marketing Officer at Enrich, LLC
Industry Telecommunications
Experience
Enrich, LLC January 2015 - Present
Emergency Visions May 2012 - December 2014
ILD Corp. 2010 - March 2012
Idology, Inc. 2007 - 2010
Procuri Incorporated 2001 - 2006
Mpower Communications 1998 - 2001
MCI Communications 1990 - 1998
Oak Value Partners 1987 - 1990
Shearson Lehman 1986 - 1986
Price Waterhouse 1983 - 1985
Skills
SaaS, Management, Competitive Analysis, Sales, Strategy, Business Development, Leadership, Business Strategy, Lead Generation, Strategic Planning, Mergers & Acquisitions, New Business Development, Marketing Strategy, Entrepreneurship, Enterprise Software, Salesforce.com, Business Planning, P&L Management, Sales Management, Cloud Computing, Contract Negotiation, Start-ups, Product Management, Professional Services, Telecommunications
Education
Duke University - Fuqua School of Business 1985 — 1987
Master of Business Administration, Financial and International Business
Bucknell University 1979 — 1983
Bachelor of Science, Business Administration
Enrich, LLC January 2015 - Present
Emergency Visions May 2012 - December 2014
ILD Corp. 2010 - March 2012
Idology, Inc. 2007 - 2010
Procuri Incorporated 2001 - 2006
Mpower Communications 1998 - 2001
MCI Communications 1990 - 1998
Oak Value Partners 1987 - 1990
Shearson Lehman 1986 - 1986
Price Waterhouse 1983 - 1985
Skills
SaaS, Management, Competitive Analysis, Sales, Strategy, Business Development, Leadership, Business Strategy, Lead Generation, Strategic Planning, Mergers & Acquisitions, New Business Development, Marketing Strategy, Entrepreneurship, Enterprise Software, Salesforce.com, Business Planning, P&L Management, Sales Management, Cloud Computing, Contract Negotiation, Start-ups, Product Management, Professional Services, Telecommunications
Education
Duke University - Fuqua School of Business 1985 — 1987
Master of Business Administration, Financial and International Business
Bucknell University 1979 — 1983
Bachelor of Science, Business Administration
Gerald Barbo Gerald Barbo's Price Waterhouse Experience July 1997 - June 2012
Job Senior grandpa at Retirement, Inc.
Industry Accounting
Experience
Retirement, Inc. July 2012 - Present
PricewaterhouseCoopers July 1997 - June 2012
Price Waterhouse July 1997 - June 2012
Price Waterhouse November 1986 - June 1997
Del Monte Foods July 1976 - October 1986
Skills
Corporate Tax, Tax Preparation, Property Tax, International Tax, Auditing, State Tax, Internal Controls, Tax Accounting, Tax Law, Tax Research, SOX 404, SEC filings, Income Tax, CPA, Tax Advisory, Due Diligence, Tax, FIN 48, Partnership Taxation, Customer Service, US GAAP, Transfer Pricing
Education
Gloden Gate University - San Franicsco 1978 — 1984
M.B.A., Taxation
California State University-East Bay 1970 — 1976
B.S., Business Administration
Retirement, Inc. July 2012 - Present
PricewaterhouseCoopers July 1997 - June 2012
Price Waterhouse July 1997 - June 2012
Price Waterhouse November 1986 - June 1997
Del Monte Foods July 1976 - October 1986
Skills
Corporate Tax, Tax Preparation, Property Tax, International Tax, Auditing, State Tax, Internal Controls, Tax Accounting, Tax Law, Tax Research, SOX 404, SEC filings, Income Tax, CPA, Tax Advisory, Due Diligence, Tax, FIN 48, Partnership Taxation, Customer Service, US GAAP, Transfer Pricing
Education
Gloden Gate University - San Franicsco 1978 — 1984
M.B.A., Taxation
California State University-East Bay 1970 — 1976
B.S., Business Administration
Dan McGuire Dan McGuire's Price Waterhouse Experience 1984 - 1995
Job Project Manager (PMP) with Accounting (CPA) Experience
Industry Information Technology and Services
Experience
Marsh & McLennan Companies July 2007 - Present
MMC 2007 - Present
PMINYC October 2006 - December 2011
Hitachi Data Systems January 2007 - June 2007
Hurley Consulting Associates Ltd. October 2005 - December 2006
Consulting Services June 2002 - October 2005
CenterBeam July 2000 - May 2002
Marsh 1995 - May 2000
Price Waterhouse 1984 - 1995
Skills
PMP, Project Management, MS Project, Strategic Planning, Business Analysis, Access, Program Management, Project Portfolio..., SDLC, Vendor Management, ITIL, Change Management, Human Resources, PMO, IT Strategy, Risk Management, Visio, Integration, Process Improvement, Project Planning, Project Delivery, Disaster Recovery, Software Documentation, Infrastructure, Budgets, Management, Team Leadership, Information Technology, Requirements Gathering, Proposal Writing, Continuous Improvement, Data Center, Software Project..., Servers, Requirements Analysis, IT Management, Management Consulting, Business Process...
Education
Bowling Green State University 1977 — 1978
Master's
Myers University 1973 — 1976
1976
Marsh & McLennan Companies July 2007 - Present
MMC 2007 - Present
PMINYC October 2006 - December 2011
Hitachi Data Systems January 2007 - June 2007
Hurley Consulting Associates Ltd. October 2005 - December 2006
Consulting Services June 2002 - October 2005
CenterBeam July 2000 - May 2002
Marsh 1995 - May 2000
Price Waterhouse 1984 - 1995
Skills
PMP, Project Management, MS Project, Strategic Planning, Business Analysis, Access, Program Management, Project Portfolio..., SDLC, Vendor Management, ITIL, Change Management, Human Resources, PMO, IT Strategy, Risk Management, Visio, Integration, Process Improvement, Project Planning, Project Delivery, Disaster Recovery, Software Documentation, Infrastructure, Budgets, Management, Team Leadership, Information Technology, Requirements Gathering, Proposal Writing, Continuous Improvement, Data Center, Software Project..., Servers, Requirements Analysis, IT Management, Management Consulting, Business Process...
Education
Bowling Green State University 1977 — 1978
Master's
Myers University 1973 — 1976
1976
Corey Fake's Price Waterhouse Experience 1989 - 1996
Job IS Business Analyst and Trainer at San Francisco Unified School District
Industry Information Technology and Services
Experience
San Francisco Unified School District June 2009 - Present
Flickr September 2004 - December 2005
Financial Finesse February 2000 - May 2001
Miller Freeman November 1997 - February 2000
Pacific Gas and Electric Company February 1997 - November 1997
Price Waterhouse 1989 - 1996
Skills
User Experience, Blogging, Wordpress, Social Networking, Social Media, Editing, Research, HTML, Mobile Devices, Copy Editing, Non-profits, Web Design, Data Analysis, Public Speaking, Training Delivery, Writing, Fast Learner, Team-oriented, Creative, Positive Personality, Challenge Driven, Goal Oriented, Microsoft Office, WordPress, Technical Writing, Business Analysis
Education
Brown University 1984 — 1989
AB, Urban Studies
Kinnelon High School 1980 — 1984
San Francisco Unified School District June 2009 - Present
Flickr September 2004 - December 2005
Financial Finesse February 2000 - May 2001
Miller Freeman November 1997 - February 2000
Pacific Gas and Electric Company February 1997 - November 1997
Price Waterhouse 1989 - 1996
Skills
User Experience, Blogging, Wordpress, Social Networking, Social Media, Editing, Research, HTML, Mobile Devices, Copy Editing, Non-profits, Web Design, Data Analysis, Public Speaking, Training Delivery, Writing, Fast Learner, Team-oriented, Creative, Positive Personality, Challenge Driven, Goal Oriented, Microsoft Office, WordPress, Technical Writing, Business Analysis
Education
Brown University 1984 — 1989
AB, Urban Studies
Kinnelon High School 1980 — 1984
Jennifer Bennett-Bertram's Price Waterhouse Experience May 1990 - January 1993
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC November 2014 - Present
SUMMERLAND BRUSH CO. DESERT EQUESTRIAN November 2001 - November 2014
Oracle Corporation March 2000 - November 2001
Metier, Inc. October 1996 - March 2000
Oracle Corporation January 1993 - October 1996
Price Waterhouse May 1990 - January 1993
Skills
Salesforce.com..., Certified Salesforce..., Management, Sales, Strategy, Business Development, New Business Development, ERP, Sales Operations, Consulting, Marketing, Negotiation, Business Analysis, Sales Management, Start-ups, Inventory Management, Oracle Applications, Selling, Project Management, Supply Chain Management, Product Development, Order Management, Oracle, IT Management, Process Improvement, Team Building, Purchasing, Enterprise Software, Customer Service, Operations Management, Retail, IT Transformation, Team Management, Team Leadership, Software Project..., Vendor Management, Integration, Oracle E-Business Suite
Education
Brigham Young University 1985 — 1991
B.S., Management Information Technology
PwC November 2014 - Present
SUMMERLAND BRUSH CO. DESERT EQUESTRIAN November 2001 - November 2014
Oracle Corporation March 2000 - November 2001
Metier, Inc. October 1996 - March 2000
Oracle Corporation January 1993 - October 1996
Price Waterhouse May 1990 - January 1993
Skills
Salesforce.com..., Certified Salesforce..., Management, Sales, Strategy, Business Development, New Business Development, ERP, Sales Operations, Consulting, Marketing, Negotiation, Business Analysis, Sales Management, Start-ups, Inventory Management, Oracle Applications, Selling, Project Management, Supply Chain Management, Product Development, Order Management, Oracle, IT Management, Process Improvement, Team Building, Purchasing, Enterprise Software, Customer Service, Operations Management, Retail, IT Transformation, Team Management, Team Leadership, Software Project..., Vendor Management, Integration, Oracle E-Business Suite
Education
Brigham Young University 1985 — 1991
B.S., Management Information Technology
Vern LoForti Vern LoForti's Price Waterhouse Experience June 1978 - May 1981
Job Senior Financial Executive
Industry Computer Hardware
Experience
InfoSonics July 2010 - Present
Overland Storage December 1995 - September 2009
Priority Pharmacy June 1992 - December 1995
Intermark, Inc. May 1981 - June 1992
Price Waterhouse June 1978 - May 1981
DeMera, DeMera & Cameron March 1976 - June 1978
Skills
Auditing, Strategic Partnerships, Strategy, SEC filings, Start-ups, Mergers, Mergers & Acquisitions, Financial Reporting, Due Diligence, Management, Restructuring, Forecasting, Financial Analysis, Budgets, Executive Management, Managerial Finance, Finance, Accounting, Manufacturing, Strategic Planning, Business Strategy, Business Planning, Entrepreneurship, IPO, Leadership, Business Development, Financial Modeling, Corporate Governance, Corporate Finance, Venture Capital, GAAP, Acquisition Integration, Cash Management
Education
Brigham Young University 1973 — 1975
BS, Accounting
InfoSonics July 2010 - Present
Overland Storage December 1995 - September 2009
Priority Pharmacy June 1992 - December 1995
Intermark, Inc. May 1981 - June 1992
Price Waterhouse June 1978 - May 1981
DeMera, DeMera & Cameron March 1976 - June 1978
Skills
Auditing, Strategic Partnerships, Strategy, SEC filings, Start-ups, Mergers, Mergers & Acquisitions, Financial Reporting, Due Diligence, Management, Restructuring, Forecasting, Financial Analysis, Budgets, Executive Management, Managerial Finance, Finance, Accounting, Manufacturing, Strategic Planning, Business Strategy, Business Planning, Entrepreneurship, IPO, Leadership, Business Development, Financial Modeling, Corporate Governance, Corporate Finance, Venture Capital, GAAP, Acquisition Integration, Cash Management
Education
Brigham Young University 1973 — 1975
BS, Accounting
Chris Woodfield Chris Woodfield's Price Waterhouse Experience August 1992 - December 1995
Job Director of Finance Global Decision Support at Applied Materials, Inc
Industry Semiconductors
Experience
Applied Materials December 1995 - Present
Price Waterhouse August 1992 - December 1995
Skills
Sarbanes-Oxley Act, Revenue Recognition, Finance, Process Improvement, Cross-functional Team..., Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Acquisition Integration, US GAAP, Accounting, Management, Mergers, ERP, Hyperion Enterprise, Financial Modeling, Essbase, Business Process...
Education
Brigham Young University 1985 — 1992
Masters, Accountancy
Applied Materials December 1995 - Present
Price Waterhouse August 1992 - December 1995
Skills
Sarbanes-Oxley Act, Revenue Recognition, Finance, Process Improvement, Cross-functional Team..., Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Acquisition Integration, US GAAP, Accounting, Management, Mergers, ERP, Hyperion Enterprise, Financial Modeling, Essbase, Business Process...
Education
Brigham Young University 1985 — 1992
Masters, Accountancy
Bob Maden Bob Maden's Price Waterhouse Experience June 1978 - June 1989
Job Retired
Industry Insurance
Experience
Retired January 2014 - Present
Crosspool Consulting September 2009 - December 2013
IBM February 2005 - November 2009
IBM Global Services January 2002 - January 2005
IBM Global Services January 1998 - December 2001
IBM Global Services July 1996 - January 1998
Aetna Life & Casualty July 1989 - June 1996
Price Waterhouse June 1978 - June 1989
EDS Group January 1973 - June 1978
Skills
Enterprise Software, IT Strategy, Enterprise Architecture, Business Transformation, Solution Selling, SaaS, Business Intelligence, Program Management, Management Consulting, Insurance, Cloud Computing, Vendor Management, Business Development, Integration, Strategy, Leadership, Start-ups
Education
Brown University 1965 — 1969
BA
Medford High 1962 — 1965
Retired January 2014 - Present
Crosspool Consulting September 2009 - December 2013
IBM February 2005 - November 2009
IBM Global Services January 2002 - January 2005
IBM Global Services January 1998 - December 2001
IBM Global Services July 1996 - January 1998
Aetna Life & Casualty July 1989 - June 1996
Price Waterhouse June 1978 - June 1989
EDS Group January 1973 - June 1978
Skills
Enterprise Software, IT Strategy, Enterprise Architecture, Business Transformation, Solution Selling, SaaS, Business Intelligence, Program Management, Management Consulting, Insurance, Cloud Computing, Vendor Management, Business Development, Integration, Strategy, Leadership, Start-ups
Education
Brown University 1965 — 1969
BA
Medford High 1962 — 1965
Bob Staiger Bob Staiger's Price Waterhouse Experience July 1987 - December 1993
Job Shareholder, Swenson Corporation
Industry Accounting
Experience
Swenson Corporation January 1994 - Present
Consulting Accountants RoundTable 2000 - 2008
Price Waterhouse July 1987 - December 1993
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, CPA, Managerial Finance, GAAP, Due Diligence, Auditing, Financial Accounting, Budgets, US GAAP, Cash Flow, Finance, Small Business, General Ledger, Executive Management, Financial Statements, Cost Accounting, Cash Management, Strategic Financial..., Forecasting
Education
California State Polytechnic University-Pomona 1984 — 1987
BS, Accounting
Swenson Corporation January 1994 - Present
Consulting Accountants RoundTable 2000 - 2008
Price Waterhouse July 1987 - December 1993
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, CPA, Managerial Finance, GAAP, Due Diligence, Auditing, Financial Accounting, Budgets, US GAAP, Cash Flow, Finance, Small Business, General Ledger, Executive Management, Financial Statements, Cost Accounting, Cash Management, Strategic Financial..., Forecasting
Education
California State Polytechnic University-Pomona 1984 — 1987
BS, Accounting
Elizabeth Bedoya-Turner's Price Waterhouse Experience August 1992 - May 1996
Job
Industry Banking
Experience
Inter-American Development Bank May 2011 - Present
Inter-American Development Bank February 1998 - May 2011
Price Waterhouse August 1992 - May 1996
Skills
Corporate Finance, Banking, Risk Management, International..., Accounting
Education
Bucknell University 1988 — 1992
Inter-American Development Bank May 2011 - Present
Inter-American Development Bank February 1998 - May 2011
Price Waterhouse August 1992 - May 1996
Skills
Corporate Finance, Banking, Risk Management, International..., Accounting
Education
Bucknell University 1988 — 1992
Jeff Belingheri Jeff Belingheri's Price Waterhouse Experience January 1990 - January 1993
Job Partner, Bregante + Company LLP
Industry Accounting
Experience
Bregante + Company LLP January 1993 - Present
Price Waterhouse January 1990 - January 1993
Skills
Partnership Taxation, Income Tax, Tax Research, Corporate Tax, Tax Preparation, Tax, High Net Worth..., Accounting, QuickBooks, Financial Reporting, GAAP, Auditing, Internal Controls, Estate Tax Planning, General Ledger, Payroll, Estate Planning, CPA, US GAAP, Tax Accounting, LLC, Financial Accounting
Education
Golden Gate University 1993 — 1997
Master of Science, Taxation
California Polytechnic State University-San Luis Obispo 1985 — 1989
Bachelor of Science, Business Administration
Bregante + Company LLP January 1993 - Present
Price Waterhouse January 1990 - January 1993
Skills
Partnership Taxation, Income Tax, Tax Research, Corporate Tax, Tax Preparation, Tax, High Net Worth..., Accounting, QuickBooks, Financial Reporting, GAAP, Auditing, Internal Controls, Estate Tax Planning, General Ledger, Payroll, Estate Planning, CPA, US GAAP, Tax Accounting, LLC, Financial Accounting
Education
Golden Gate University 1993 — 1997
Master of Science, Taxation
California Polytechnic State University-San Luis Obispo 1985 — 1989
Bachelor of Science, Business Administration
Verl Drollinger Verl Drollinger's Price Waterhouse Experience August 2010 - August 2011
Job Certified Health Coach at Take Shape For Life.
Industry Accounting
Experience
Take Shape For Life. July 2014 - Present
Advanced Cleaning and Treatment January 2012 - July 2014
Price Waterhouse August 2010 - August 2011
United States Marine Corps October 2003 - September 2007
Skills
Auditing, Accounting, Financial Modeling, Assurance, Big 4, GAAP, Sarbanes-Oxley Act, Economics, Econometrics, Microsoft Excel, General Ledger, M&A experience, Direct Tax, Data Analysis, PowerPoint
Education
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science (B.S.), Accounting
Portland State University 2007 — 2008
Take Shape For Life. July 2014 - Present
Advanced Cleaning and Treatment January 2012 - July 2014
Price Waterhouse August 2010 - August 2011
United States Marine Corps October 2003 - September 2007
Skills
Auditing, Accounting, Financial Modeling, Assurance, Big 4, GAAP, Sarbanes-Oxley Act, Economics, Econometrics, Microsoft Excel, General Ledger, M&A experience, Direct Tax, Data Analysis, PowerPoint
Education
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science (B.S.), Accounting
Portland State University 2007 — 2008
Rick Herschberg Rick Herschberg's Price Waterhouse Experience June 1990 - April 1991
Job
Industry Information Technology and Services
Experience
Deloitte July 2007 - Present
Deloitte Consulting 1999 - Present
Warner Bros 2005 - 2005
Allergan April 1991 - April 1999
Price Waterhouse June 1990 - April 1991
Wickes - Builders Emporium June 1985 - June 1990
Skills
SAP HR, HRIS, Benefits, ERP, SAP, HR Service Delivery, HR Transformation, Global HR, Human Capital Management, SAP SuccessFactors, Project Management, Employee Benefits, Business Strategy, Cross-functional Team..., Business Process, Talent Acquisition, Mergers, Management, SuccessFactors, Leadership Development, Human Resources, Deferred Compensation, Management Consulting, SAP Implementation, Strategy, SAP R/3, Vendor Management, Employee Relations, Leadership, Business Process..., Business Transformation, Mergers & Acquisitions, Organizational..., Organizational Design, Personnel Management, Budgets, Human Capital, Integration, Finance, Recruiting, Program Management, Talent Management, Acquisition Integration, Business Process..., Consulting, Employee Engagement, Business Process Design, Outsourcing, SAP ERP, Succession Planning
Education
California State Polytechnic University-Pomona 1982 — 1985
BS
Citrus College 1980 — 1982
AA
Glendora High 1977 — 1980
Diploma
Deloitte July 2007 - Present
Deloitte Consulting 1999 - Present
Warner Bros 2005 - 2005
Allergan April 1991 - April 1999
Price Waterhouse June 1990 - April 1991
Wickes - Builders Emporium June 1985 - June 1990
Skills
SAP HR, HRIS, Benefits, ERP, SAP, HR Service Delivery, HR Transformation, Global HR, Human Capital Management, SAP SuccessFactors, Project Management, Employee Benefits, Business Strategy, Cross-functional Team..., Business Process, Talent Acquisition, Mergers, Management, SuccessFactors, Leadership Development, Human Resources, Deferred Compensation, Management Consulting, SAP Implementation, Strategy, SAP R/3, Vendor Management, Employee Relations, Leadership, Business Process..., Business Transformation, Mergers & Acquisitions, Organizational..., Organizational Design, Personnel Management, Budgets, Human Capital, Integration, Finance, Recruiting, Program Management, Talent Management, Acquisition Integration, Business Process..., Consulting, Employee Engagement, Business Process Design, Outsourcing, SAP ERP, Succession Planning
Education
California State Polytechnic University-Pomona 1982 — 1985
BS
Citrus College 1980 — 1982
AA
Glendora High 1977 — 1980
Diploma
Tom Bracken Tom Bracken's Price Waterhouse Experience July 1984 - December 1990
Job CFO at Sunridge Nurseries and International Fruit Genetics
Industry Farming
Experience
Sunridge Nurseries and International Fruit Genetics October 2007 - Present
Billings Group October 2004 - October 2007
Woolf Enterprises 1998 - 2004
Keenan Farms January 1991 - February 1998
Price Waterhouse July 1984 - December 1990
ITT Antarctic Services August 1980 - February 1981
Holmes and Narver, Inc. August 1978 - February 1979
Skills
Financial Reporting, Strategic Planning, Finance, Accounting, Internal Controls, Financial Analysis, GAAP, Auditing, Tax, Financial Accounting, Budgets, Sarbanes-Oxley Act, Forecasting, Cost Accounting, US GAAP, CPA, General Ledger, Strategic Financial..., Process Improvement, Cash Flow, Variance Analysis, Banking, Cash Management, SEC filings, Financial Audits
Education
California State University-Fresno 1982 — 1984
BS-Business, Accounting
Sunridge Nurseries and International Fruit Genetics October 2007 - Present
Billings Group October 2004 - October 2007
Woolf Enterprises 1998 - 2004
Keenan Farms January 1991 - February 1998
Price Waterhouse July 1984 - December 1990
ITT Antarctic Services August 1980 - February 1981
Holmes and Narver, Inc. August 1978 - February 1979
Skills
Financial Reporting, Strategic Planning, Finance, Accounting, Internal Controls, Financial Analysis, GAAP, Auditing, Tax, Financial Accounting, Budgets, Sarbanes-Oxley Act, Forecasting, Cost Accounting, US GAAP, CPA, General Ledger, Strategic Financial..., Process Improvement, Cash Flow, Variance Analysis, Banking, Cash Management, SEC filings, Financial Audits
Education
California State University-Fresno 1982 — 1984
BS-Business, Accounting
David Sniezko David Sniezko's Price Waterhouse Experience 1991 - 1998
Job Tax Principal at EY. West Region Director of Sales and Use Tax
Industry Accounting
Experience
EY October 2003 - Present
PricewaterhouseCoopers LLP July 1998 - October 2003
Price Waterhouse 1991 - 1998
Skills
Sales & Use Tax, Due Diligence, Sarbanes-Oxley Act, State Tax, Leadership, Corporate Tax, Tax Accounting, Tax Research, Tax Advisory, International Tax, Tax Law, Income Tax
Education
California State University-Fullerton, Mihaylo College of Business and Economics
EY October 2003 - Present
PricewaterhouseCoopers LLP July 1998 - October 2003
Price Waterhouse 1991 - 1998
Skills
Sales & Use Tax, Due Diligence, Sarbanes-Oxley Act, State Tax, Leadership, Corporate Tax, Tax Accounting, Tax Research, Tax Advisory, International Tax, Tax Law, Income Tax
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Jeff Cone Jeff Cone's Price Waterhouse Experience 1983 - 1987
Job Forensic Accountant and Computer Database Consultant
Industry Accounting
Experience
Cone Consulting Group January 1992 - Present
Tucker Alan Inc 2002 - 2004
Hemming Morse, Inc. 1987 - 1992
Price Waterhouse 1983 - 1987
Skills
Forensic Accounting, Data Analysis, Legal Services, Legal Assistance, Litigation Support, Expert Witness, Consulting, Accounting, Management, Financial Analysis, Analysis, Auditing, Due Diligence, Computer Forensics, Databases, Access, CPA, Litigation, Small Business, Microsoft Excel, Finance, Dispute Resolution, Private Investigations, Forensic Analysis, Litigation Consulting, Financial Reporting
Education
Cal Poly San Luis Obispo 1973 — 1976
Bachelor of Science, Accounting
Cone Consulting Group January 1992 - Present
Tucker Alan Inc 2002 - 2004
Hemming Morse, Inc. 1987 - 1992
Price Waterhouse 1983 - 1987
Skills
Forensic Accounting, Data Analysis, Legal Services, Legal Assistance, Litigation Support, Expert Witness, Consulting, Accounting, Management, Financial Analysis, Analysis, Auditing, Due Diligence, Computer Forensics, Databases, Access, CPA, Litigation, Small Business, Microsoft Excel, Finance, Dispute Resolution, Private Investigations, Forensic Analysis, Litigation Consulting, Financial Reporting
Education
Cal Poly San Luis Obispo 1973 — 1976
Bachelor of Science, Accounting
Andrew Fichthorn Andrew Fichthorn's Price Waterhouse Experience 1983 - 1987
Job General Management / Financial Management
Industry Hospitality
Experience
SeaWorld San Diego (SeaWorld Entertainment, Inc.) 2004 - 2010
SeaWorld San Antonio (SeaWorld Entertainment, Inc.) 2002 - 2004
Busch Entertainment (now SeaWorld Entertainment, Inc.) 1996 - 2002
Anheuser-Busch Companies 1989 - 1996
Price Waterhouse 1983 - 1987
Skills
Profit Improvement, Hospitality Management, Mergers, Strategic Planning, Financial Analysis, Operational Excellence, Public Speaking, Hospitality, Profit Maximization, Team Building, Budgets, Leadership, Marketing Strategy, Mergers & Acquisitions, Team Leadership, Management, Social Media, Strategy, Customer Service, Event Planning, Entertainment, Operations Management, Coaching, Event Management, Public Relations, Fundraising, Sales, Project Planning, Income Statement, Training, Marketing, P&L Management, Forecasting, Finance, Leadership Development, P&L
Education
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance
Bowling Green State University
BSBA, Finance, Accounting
SeaWorld San Diego (SeaWorld Entertainment, Inc.) 2004 - 2010
SeaWorld San Antonio (SeaWorld Entertainment, Inc.) 2002 - 2004
Busch Entertainment (now SeaWorld Entertainment, Inc.) 1996 - 2002
Anheuser-Busch Companies 1989 - 1996
Price Waterhouse 1983 - 1987
Skills
Profit Improvement, Hospitality Management, Mergers, Strategic Planning, Financial Analysis, Operational Excellence, Public Speaking, Hospitality, Profit Maximization, Team Building, Budgets, Leadership, Marketing Strategy, Mergers & Acquisitions, Team Leadership, Management, Social Media, Strategy, Customer Service, Event Planning, Entertainment, Operations Management, Coaching, Event Management, Public Relations, Fundraising, Sales, Project Planning, Income Statement, Training, Marketing, P&L Management, Forecasting, Finance, Leadership Development, P&L
Education
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance
Bowling Green State University
BSBA, Finance, Accounting
Tim Pierce Tim Pierce's Price Waterhouse Experience 1981 - 1988
Job CFO
Industry Internet
Experience
UELS, LLC January 2012 - Present
Alliance Health Networks March 2011 - December 2011
AKQA May 2006 - December 2008
SBI Razorfish/SBI Group 1998 - 2006
Mrs. Fields Cookies July 1988 - March 1998
Price Waterhouse 1981 - 1988
Education
Brigham Young University 1972 — 1976
BS, Accounting
UELS, LLC January 2012 - Present
Alliance Health Networks March 2011 - December 2011
AKQA May 2006 - December 2008
SBI Razorfish/SBI Group 1998 - 2006
Mrs. Fields Cookies July 1988 - March 1998
Price Waterhouse 1981 - 1988
Education
Brigham Young University 1972 — 1976
BS, Accounting
Ibrahim Kamel iahelmy@hotmail.com Ibrahim Kamel iahelmy@hotmail.com's Price Waterhouse Experience August 1994 - September 1995
Job Compliance & AML Officer
Industry Financial Services
Experience
First Global Data Corp. November 2011 - April 2012
Abu Dhabi Commercial Properties (ADCP) March 2009 - September 2010
Western Union FSI June 2006 - December 2008
Al Than Medical Centre November 2001 - May 2006
American Express Bank October 1997 - July 2000
Citibank May 1996 - October 1997
General Motors October 1995 - May 1996
Price Waterhouse August 1994 - September 1995
Bank of America December 1990 - July 1994
Skills
Compliance, Anti-Money Laundering, Regulatory Affairs, Risk Management, Internal Audit, Business Continuity, Staff Training &..., Team Building, Strong Computer skills, AML, Financial Risk, Enterprise Risk..., Banking, KYC, Internal Controls
Education
Cairo University 1986 — 1990
B.A – Commerce - Accountancy Section, Accounting & Auditing
University of London 1985 — 1986
General Certificate of Education (G.C.E), Science & Literature
First Global Data Corp. November 2011 - April 2012
Abu Dhabi Commercial Properties (ADCP) March 2009 - September 2010
Western Union FSI June 2006 - December 2008
Al Than Medical Centre November 2001 - May 2006
American Express Bank October 1997 - July 2000
Citibank May 1996 - October 1997
General Motors October 1995 - May 1996
Price Waterhouse August 1994 - September 1995
Bank of America December 1990 - July 1994
Skills
Compliance, Anti-Money Laundering, Regulatory Affairs, Risk Management, Internal Audit, Business Continuity, Staff Training &..., Team Building, Strong Computer skills, AML, Financial Risk, Enterprise Risk..., Banking, KYC, Internal Controls
Education
Cairo University 1986 — 1990
B.A – Commerce - Accountancy Section, Accounting & Auditing
University of London 1985 — 1986
General Certificate of Education (G.C.E), Science & Literature
Sara J Strock Sara J Strock's Price Waterhouse Experience May 1990 - September 1990
Job Director, IT PMO Portfolio & Quality Mgmt at North ShoreLIJ Health System
Industry Information Technology and Services
Experience
North Shore-LIJ Health System December 2012 - Present
Kellogg Company May 2010 - December 2012
myCIO.net April 2008 - May 2010
Liberty Mutual Insurance June 2004 - April 2008
Eli Lilly April 2003 - June 2004
Liberty Mutual March 2002 - April 2003
Thomson Consumer Electronics November 1998 - March 2002
Other Indianapolis January 1991 - November 1998
Price Waterhouse May 1990 - September 1990
Los Angeles - Other September 1982 - September 1989
Skills
Strategic Planning, Workshop Facilitation, Applications Delivery, Corporate Budgeting, Project Portfolio..., Access, Requirements Analysis, Process Improvement, Program Management, Project Management, SDLC, Change Management, Business Analysis, Leadership, Business Process..., Cross-functional Team..., IT Management, Information Technology, Vendor Management, PMO, System Development..., Quality Assurance, ERP, Resource Management, Resource Development, Global Delivery, EPMO, ITIL v3 Foundations..., COBIT, Six Sigma, Oracle Applications, Avaya, SQL, ETL Tools, Data Warehousing, Warehouse Automation, Insurance, Consumer Package Goods, Clarity, Planview, MS Project, Project Planning
Education
Ivy Tech Community College 1997 — 1998
AAS, Computer Information Science
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Bowling Green State University 1977 — 1981
Bach. Music, Music History
North Shore-LIJ Health System December 2012 - Present
Kellogg Company May 2010 - December 2012
myCIO.net April 2008 - May 2010
Liberty Mutual Insurance June 2004 - April 2008
Eli Lilly April 2003 - June 2004
Liberty Mutual March 2002 - April 2003
Thomson Consumer Electronics November 1998 - March 2002
Other Indianapolis January 1991 - November 1998
Price Waterhouse May 1990 - September 1990
Los Angeles - Other September 1982 - September 1989
Skills
Strategic Planning, Workshop Facilitation, Applications Delivery, Corporate Budgeting, Project Portfolio..., Access, Requirements Analysis, Process Improvement, Program Management, Project Management, SDLC, Change Management, Business Analysis, Leadership, Business Process..., Cross-functional Team..., IT Management, Information Technology, Vendor Management, PMO, System Development..., Quality Assurance, ERP, Resource Management, Resource Development, Global Delivery, EPMO, ITIL v3 Foundations..., COBIT, Six Sigma, Oracle Applications, Avaya, SQL, ETL Tools, Data Warehousing, Warehouse Automation, Insurance, Consumer Package Goods, Clarity, Planview, MS Project, Project Planning
Education
Ivy Tech Community College 1997 — 1998
AAS, Computer Information Science
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Bowling Green State University 1977 — 1981
Bach. Music, Music History
Shari Alexander Richey's Price Waterhouse Experience August 1988 - April 1997
Job Vice President, Advancement at Butler University
Industry Higher Education
Experience
Butler University October 2012 - July 2014
Ernst & Young April 1997 - June 2009
Ernst & Young April 1997 - September 1999
Price Waterhouse August 1988 - April 1997
Skills
Accounting, Auditing, Budgets, CPA, Corporate Tax, Event Planning, Financial Accounting, Financial Reporting, Fundraising, GAAP, Higher Education, Income Tax, Internal Controls, Leadership, Nonprofits, Public Speaking, Sarbanes-Oxley Act, Strategic Planning, Tax, Tax Preparation, Volunteer Management
Education
Butler University 1984 — 1988
B.S., Accounting, cum laude
Butler University October 2012 - July 2014
Ernst & Young April 1997 - June 2009
Ernst & Young April 1997 - September 1999
Price Waterhouse August 1988 - April 1997
Skills
Accounting, Auditing, Budgets, CPA, Corporate Tax, Event Planning, Financial Accounting, Financial Reporting, Fundraising, GAAP, Higher Education, Income Tax, Internal Controls, Leadership, Nonprofits, Public Speaking, Sarbanes-Oxley Act, Strategic Planning, Tax, Tax Preparation, Volunteer Management
Education
Butler University 1984 — 1988
B.S., Accounting, cum laude
Christian Perry Christian Perry's Price Waterhouse Experience 1993 - 1997
Job Independent SAP FICO Consultant with 20 Years SAP Experience and 10+ Full Life Cycle Implementations
Industry Information Technology and Services
Experience
SAP Independent Consulting May 2011 - Present
Levi Strauss & Co. October 2009 - May 2011
Altera and Warner Brothers 2005 - October 2009
Warner Brothers Studios 2006 - 2009
EDS - AT Kearney 1997 - 2005
Price Waterhouse 1993 - 1997
Skills
SAP, SAP R/3, SAP FICO, SAP Configuration, Software Project..., SAP FSCM, ECC, Business Requirements, Business Strategy, International Business, Business Reporting, Accounting, Cost Accounting, Financial Accounting, Information Management, Information Analysis, Information Design, Business Process, ERP, SAP SRM, Integration, Business Process..., Project Management, Management Consulting, Cross-functional Team..., SD, Report Writing, SAP Implementation, CO-PA, Business Intelligence, SAP ERP, SDLC
Education
Brigham Young University 1996 — 2000
Bachelor, Accounting
Brigham Young University - Marriott School of Management 1990 — 1992
Master, Accounting Information Systems
SAP Independent Consulting May 2011 - Present
Levi Strauss & Co. October 2009 - May 2011
Altera and Warner Brothers 2005 - October 2009
Warner Brothers Studios 2006 - 2009
EDS - AT Kearney 1997 - 2005
Price Waterhouse 1993 - 1997
Skills
SAP, SAP R/3, SAP FICO, SAP Configuration, Software Project..., SAP FSCM, ECC, Business Requirements, Business Strategy, International Business, Business Reporting, Accounting, Cost Accounting, Financial Accounting, Information Management, Information Analysis, Information Design, Business Process, ERP, SAP SRM, Integration, Business Process..., Project Management, Management Consulting, Cross-functional Team..., SD, Report Writing, SAP Implementation, CO-PA, Business Intelligence, SAP ERP, SDLC
Education
Brigham Young University 1996 — 2000
Bachelor, Accounting
Brigham Young University - Marriott School of Management 1990 — 1992
Master, Accounting Information Systems
Jerod Wilkerson's Price Waterhouse Experience June 1994 - March 1996
Job Senior Development Manager at Workfront
Industry Computer Software
Experience
Workfront May 2014 - Present
Penn State University July 2008 - June 2014
Various Companies August 2007 - July 2008
The University of Arizona August 2004 - August 2007
The Object Center, Inc. August 2000 - August 2004
Software Technology Group August 1999 - July 2000
Information Technology International March 1998 - August 1999
Software Technology Group September 1997 - March 1998
Filoli Information Systems April 1996 - August 1997
Price Waterhouse June 1994 - March 1996
Skills
Java, Data Analysis, University Teaching, Teaching, Programming, Lecturing, Data Mining, Research, Higher Education, Analysis, SQL, Software Documentation, Statistics, Program Management, Training, SDLC, Public Speaking, Qualitative Research, C, Management, SPSS, Business Analysis
Education
University of Arizona 2004 — 2008
Ph.D, Management Information Systems
Brigham Young University 1992 — 1994
MAcc (Master's), Accounting (Information Systems Emphasis)
Brigham Young University 1990 — 1994
B.S., Accounting (Information Systems Emphasis)
Brigham Young University - Idaho 1986 — 1987
Workfront May 2014 - Present
Penn State University July 2008 - June 2014
Various Companies August 2007 - July 2008
The University of Arizona August 2004 - August 2007
The Object Center, Inc. August 2000 - August 2004
Software Technology Group August 1999 - July 2000
Information Technology International March 1998 - August 1999
Software Technology Group September 1997 - March 1998
Filoli Information Systems April 1996 - August 1997
Price Waterhouse June 1994 - March 1996
Skills
Java, Data Analysis, University Teaching, Teaching, Programming, Lecturing, Data Mining, Research, Higher Education, Analysis, SQL, Software Documentation, Statistics, Program Management, Training, SDLC, Public Speaking, Qualitative Research, C, Management, SPSS, Business Analysis
Education
University of Arizona 2004 — 2008
Ph.D, Management Information Systems
Brigham Young University 1992 — 1994
MAcc (Master's), Accounting (Information Systems Emphasis)
Brigham Young University 1990 — 1994
B.S., Accounting (Information Systems Emphasis)
Brigham Young University - Idaho 1986 — 1987
Edward Jasaitis Edward Jasaitis's Price Waterhouse Experience June 1993 - June 1999
Job Partner at PricewaterhouseCoopers
Industry Management Consulting
Experience
PwC July 2015 - Present
PricewaterhouseCoopers June 1999 - June 2015
Price Waterhouse June 1993 - June 1999
Freedom House December 1991 - September 1992
Education
Boston University - School of Management 1993 — 1994
MBA
Colgate University 1989 — 1993
BA, Political Science
Phillips Academy, Andover 1986 — 1989
St Bernards School 1977 — 1986
PwC July 2015 - Present
PricewaterhouseCoopers June 1999 - June 2015
Price Waterhouse June 1993 - June 1999
Freedom House December 1991 - September 1992
Education
Boston University - School of Management 1993 — 1994
MBA
Colgate University 1989 — 1993
BA, Political Science
Phillips Academy, Andover 1986 — 1989
St Bernards School 1977 — 1986
Tara Robenalt's Price Waterhouse Experience August 1996 - October 1997
Job Vice President, Product Strategy and Marketing
Industry Computer Software
Experience
HighWire Press, Inc. July 2015 - Present
HighWire Press, Inc. June 2014 - Present
Stanford University, HighWire June 2012 - June 2014
Mindflash August 2011 - May 2012
IXL Learning October 2009 - June 2011
IXL Learning February 2000 - October 2009
Oracle Corporation October 1997 - January 2000
Price Waterhouse August 1996 - October 1997
Skills
Product Management, Product Marketing, Leadership, Agile Methodologies, Product Development, E-Learning, Publishing, Start-ups, Strategic Partnerships, Management, User Experience, Enterprise Software, Scrum, K-12, Business Development, Online Training, Partner Management, Web Applications, Mobile Applications, Training, Academic Publishing, SaaS, Ebooks, Online Publishing, E-commerce, Marketing, Higher Education, Agile, Partner Relations
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
BS, Industrial Engineering
HighWire Press, Inc. July 2015 - Present
HighWire Press, Inc. June 2014 - Present
Stanford University, HighWire June 2012 - June 2014
Mindflash August 2011 - May 2012
IXL Learning October 2009 - June 2011
IXL Learning February 2000 - October 2009
Oracle Corporation October 1997 - January 2000
Price Waterhouse August 1996 - October 1997
Skills
Product Management, Product Marketing, Leadership, Agile Methodologies, Product Development, E-Learning, Publishing, Start-ups, Strategic Partnerships, Management, User Experience, Enterprise Software, Scrum, K-12, Business Development, Online Training, Partner Management, Web Applications, Mobile Applications, Training, Academic Publishing, SaaS, Ebooks, Online Publishing, E-commerce, Marketing, Higher Education, Agile, Partner Relations
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
BS, Industrial Engineering
Polly Heath Polly Heath's Price Waterhouse Experience June 1975 - October 1978
Job Chief Financial Officer at United States Holocaust Memorial Museum
Industry Broadcast Media
Experience
United States Holocaust Memorial Museum February 2015 - Present
CareFirst BlueCross BlueShield December 2013 - Present
WETA, Public TV & Classical 90.9FM February 2003 - November 2014
America Online January 2000 - January 2003
The Washington Post July 1997 - December 1999
Washingtonpost.Newsweek Interactive January 1996 - July 1997
Mammoth Micro Productions June 1994 - December 1995
The Washington Post November 1982 - May 1994
The Boston Consulting Group November 1978 - October 1982
Price Waterhouse June 1975 - October 1978
Education
Harvard Business School 1979 — 1981
MBA
Brown University 1971 — 1975
A.B.
Taylor Allderdice HS (Pittsburgh, PA) 1968 — 1971
United States Holocaust Memorial Museum February 2015 - Present
CareFirst BlueCross BlueShield December 2013 - Present
WETA, Public TV & Classical 90.9FM February 2003 - November 2014
America Online January 2000 - January 2003
The Washington Post July 1997 - December 1999
Washingtonpost.Newsweek Interactive January 1996 - July 1997
Mammoth Micro Productions June 1994 - December 1995
The Washington Post November 1982 - May 1994
The Boston Consulting Group November 1978 - October 1982
Price Waterhouse June 1975 - October 1978
Education
Harvard Business School 1979 — 1981
MBA
Brown University 1971 — 1975
A.B.
Taylor Allderdice HS (Pittsburgh, PA) 1968 — 1971
Harold Foutz Harold Foutz's Price Waterhouse Experience 1991 - 1991
Job Senior Finance Executive at Private, FamilyOwned Business
Industry Construction
Experience
Wildish Construction January 2005 - Present
Roseburg Forest Products 1999 - 2004
Tektronix November 1995 - May 1999
Arthur Andersen January 1992 - November 1995
Price Waterhouse 1991 - 1991
Skills
Financial Reporting, Cost Accounting, Accounting, Forecasting, Financial Analysis, Cash Management, Process Improvement, Budgets, GAAP, ERP, Strategic Financial..., Analysis, Tax, Finance, Tax Returns, CPA, Internal Controls, Revenue Recognition, International Tax, Financial Statements, Auditing, Fixed Assets, Financial Planning
Education
Brigham Young University 1986 — 1991
MACC, Accounting - Tax
Chaparral High School 1981 — 1985
High School Diploma, General Studies
Wildish Construction January 2005 - Present
Roseburg Forest Products 1999 - 2004
Tektronix November 1995 - May 1999
Arthur Andersen January 1992 - November 1995
Price Waterhouse 1991 - 1991
Skills
Financial Reporting, Cost Accounting, Accounting, Forecasting, Financial Analysis, Cash Management, Process Improvement, Budgets, GAAP, ERP, Strategic Financial..., Analysis, Tax, Finance, Tax Returns, CPA, Internal Controls, Revenue Recognition, International Tax, Financial Statements, Auditing, Fixed Assets, Financial Planning
Education
Brigham Young University 1986 — 1991
MACC, Accounting - Tax
Chaparral High School 1981 — 1985
High School Diploma, General Studies
Bob Worsley Bob Worsley's Price Waterhouse Experience June 1980 - June 1985
Job Founder and Chairman at Novo Power, LLC
Industry Real Estate
Experience
Arizona State Senate August 2012 - Present
NZ Legacy, LLC January 2003 - Present
Novo Power, LLC June 2013 - Present
Renegy Holdings, Inc. 2007 - 2011
SkyMall September 1989 - November 2003
ExecuShare June 1985 - September 1989
Price Waterhouse June 1980 - June 1985
US Steel American Bridge Division June 1978 - June 1980
Skills
Mergers, Renewable Energy, Contract Negotiation, Joint Ventures, Accounting, Real Estate, Affiliate Marketing, Biomass, Strategic Planning, Entrepreneurship, Budgets, New Business Development, Social Media, Negotiation, Venture Capital, Project Management, Mergers & Acquisitions, Small Business, Leadership, Business Strategy, Due Diligence, Team Building, Retail, Business Planning, Start-ups, Strategy
Education
BYU 1977 — 1980
BA, Accounting
Arizona State Senate August 2012 - Present
NZ Legacy, LLC January 2003 - Present
Novo Power, LLC June 2013 - Present
Renegy Holdings, Inc. 2007 - 2011
SkyMall September 1989 - November 2003
ExecuShare June 1985 - September 1989
Price Waterhouse June 1980 - June 1985
US Steel American Bridge Division June 1978 - June 1980
Skills
Mergers, Renewable Energy, Contract Negotiation, Joint Ventures, Accounting, Real Estate, Affiliate Marketing, Biomass, Strategic Planning, Entrepreneurship, Budgets, New Business Development, Social Media, Negotiation, Venture Capital, Project Management, Mergers & Acquisitions, Small Business, Leadership, Business Strategy, Due Diligence, Team Building, Retail, Business Planning, Start-ups, Strategy
Education
BYU 1977 — 1980
BA, Accounting
Todd J. Singer Todd J. Singer's Price Waterhouse Experience 1996 - 1997
Job Senior Vice President Project Development & Finance, Treasurer at Transmission Developers, Inc.
Industry Renewables & Environment
Experience
Transmission Developers, Inc. July 2012 - Present
Transmission Developers, Inc. June 2010 - July 2012
Brookdale Energy Advisors March 2009 - January 2010
Morgan Stanley 1999 - 2007
Banc of America Securities 1997 - 1999
Price Waterhouse 1996 - 1997
Time Warner Inc. 1991 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Bucknell University 1987 — 1991
BS, Management, Art History
Transmission Developers, Inc. July 2012 - Present
Transmission Developers, Inc. June 2010 - July 2012
Brookdale Energy Advisors March 2009 - January 2010
Morgan Stanley 1999 - 2007
Banc of America Securities 1997 - 1999
Price Waterhouse 1996 - 1997
Time Warner Inc. 1991 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Bucknell University 1987 — 1991
BS, Management, Art History
Jeff Gronbeck Jeff Gronbeck's Price Waterhouse Experience 1992 - 1996
Job Chief Financial Officer
Industry Automotive
Experience
Pittsburgh Glass Works, LLC July 2009 - Present
PLS Logistics Services 2004 - June 2009
Fast Forward 1999 - 2003
Union Switch & Signal 1996 - 1999
Price Waterhouse 1992 - 1996
Skills
Leadership, Corporate Finance, Strategy
Education
Bucknell University
BSBA, Accounting
Edina
Pittsburgh Glass Works, LLC July 2009 - Present
PLS Logistics Services 2004 - June 2009
Fast Forward 1999 - 2003
Union Switch & Signal 1996 - 1999
Price Waterhouse 1992 - 1996
Skills
Leadership, Corporate Finance, Strategy
Education
Bucknell University
BSBA, Accounting
Edina
Marcus Smith Marcus Smith's Price Waterhouse Experience 1985 - 1996
Job Experienced Silicon Valley CFO
Industry Computer Software
Experience
Total Defense, Inc. July 2011 - May 2015
FireEye, Inc. February 2011 - July 2011
Nominum, Inc. September 2006 - January 2011
FaceTime Communications, Inc. January 2005 - September 2006
NetScreen October 2003 - May 2004
SONICblue July 2001 - October 2003
ReplayTV January 1999 - July 2001
Storm Technology June 1996 - January 1999
Price Waterhouse 1985 - 1996
Skills
Go-to-market Strategy, Start-ups, SaaS, Finance, Sarbanes-Oxley Act, Revenue Recognition, Mergers, Strategy, Cloud Computing, Enterprise Software, Accounting, Mergers & Acquisitions, Leadership, Forecasting, Solution Selling, Strategic Planning, SEC filings, Competitive Analysis, Sales, Strategic Partnerships, Product Management, Financial Planning, Financial Reporting, Business Planning, Financial Modeling
Education
The University of Chicago Booth School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Business, Highest Honors
California State University-Chico 1983 — 1985
BS, Accounting, Summa Cum Laude
Total Defense, Inc. July 2011 - May 2015
FireEye, Inc. February 2011 - July 2011
Nominum, Inc. September 2006 - January 2011
FaceTime Communications, Inc. January 2005 - September 2006
NetScreen October 2003 - May 2004
SONICblue July 2001 - October 2003
ReplayTV January 1999 - July 2001
Storm Technology June 1996 - January 1999
Price Waterhouse 1985 - 1996
Skills
Go-to-market Strategy, Start-ups, SaaS, Finance, Sarbanes-Oxley Act, Revenue Recognition, Mergers, Strategy, Cloud Computing, Enterprise Software, Accounting, Mergers & Acquisitions, Leadership, Forecasting, Solution Selling, Strategic Planning, SEC filings, Competitive Analysis, Sales, Strategic Partnerships, Product Management, Financial Planning, Financial Reporting, Business Planning, Financial Modeling
Education
The University of Chicago Booth School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Business, Highest Honors
California State University-Chico 1983 — 1985
BS, Accounting, Summa Cum Laude
Dana Dorsey Dana Dorsey's Price Waterhouse Experience 1981 - 1984
Job Sr. VP, Chief Financial Officer at Wyle
Industry Defense & Space
Experience
Wyle February 2007 - Present
BAE Systems 1997 - 2007
Tracor 1994 - 1999
GDE Systems 1991 - 1994
Price Waterhouse 1981 - 1984
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1985 — 1988
MBA, Finance
California State Polytechnic University-Pomona 1979 — 1981
BS, Accounting
Riverside City College 1977 — 1979
Associates, General
Wyle February 2007 - Present
BAE Systems 1997 - 2007
Tracor 1994 - 1999
GDE Systems 1991 - 1994
Price Waterhouse 1981 - 1984
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1985 — 1988
MBA, Finance
California State Polytechnic University-Pomona 1979 — 1981
BS, Accounting
Riverside City College 1977 — 1979
Associates, General
N. Mark Marr N. Mark Marr's Price Waterhouse Experience 1986 - 1989
Job Chief Financial Officer
Industry Financial Services
Experience
Lincoln Investment Planning October 2010 - Present
Cetera Financial Group February 2010 - October 2010
ING Advisors Network June 2008 - January 2010
ING Advisors Network May 2002 - May 2008
Financial Network Investment Corporation October 1997 - April 2002
Aetna Financial Services, Inc 1996 - 1997
Aetna Inc. 1994 - 1996
Aetna Defined Benefit Services 1993 - 1994
AETNA, INC 1989 - 1993
Price Waterhouse 1986 - 1989
Skills
Series 7, Securities, FINRA, Mutual Funds, Investments, Series 24, Series 63, Strategic Financial..., Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Risk Management, Financial Analysis, Financial Services, Portfolio Management, 401k, Asset Allocation, Due Diligence, Banking
Education
NORTHEASTERN UNIVERSITY 1985 — 1986
M.S, Accounting
Bowdoin College 1975 — 1979
B.A., History
Lincoln Investment Planning October 2010 - Present
Cetera Financial Group February 2010 - October 2010
ING Advisors Network June 2008 - January 2010
ING Advisors Network May 2002 - May 2008
Financial Network Investment Corporation October 1997 - April 2002
Aetna Financial Services, Inc 1996 - 1997
Aetna Inc. 1994 - 1996
Aetna Defined Benefit Services 1993 - 1994
AETNA, INC 1989 - 1993
Price Waterhouse 1986 - 1989
Skills
Series 7, Securities, FINRA, Mutual Funds, Investments, Series 24, Series 63, Strategic Financial..., Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Risk Management, Financial Analysis, Financial Services, Portfolio Management, 401k, Asset Allocation, Due Diligence, Banking
Education
NORTHEASTERN UNIVERSITY 1985 — 1986
M.S, Accounting
Bowdoin College 1975 — 1979
B.A., History
Herb Schultz Herb Schultz's Price Waterhouse Experience June 1978 - August 1980
Job Agent at Allstate Insurance
Industry Insurance
Experience
Allstate Insurance October 1997 - Present
American Express 1982 - 1997
American Express Bank 1982 - 1997
Price Waterhouse June 1978 - August 1980
Skills
Flood Insurance, Insurance, Strategic Financial..., Term Life Insurance, Disability Insurance, Property & Casualty..., Life Insurance, Fixed Annuities, Health Insurance, Commercial Insurance, General Insurance, Long-term Care, Universal Life, Casualty, Accident, Financial Services, Liability, Underwriting, Workers Compensation, Retirement, Claim, Critical Illness, Long Term Care Insurance, IRAs, Customer Service, Renters, New Business Development, Sales, ATV, Financial Planning, Sales Management, Financial Analysis, Retirement Planning
Education
Brown University 1974 — 1978
Bachelor of Science (BS), Applied Math/Economics
Allstate Insurance October 1997 - Present
American Express 1982 - 1997
American Express Bank 1982 - 1997
Price Waterhouse June 1978 - August 1980
Skills
Flood Insurance, Insurance, Strategic Financial..., Term Life Insurance, Disability Insurance, Property & Casualty..., Life Insurance, Fixed Annuities, Health Insurance, Commercial Insurance, General Insurance, Long-term Care, Universal Life, Casualty, Accident, Financial Services, Liability, Underwriting, Workers Compensation, Retirement, Claim, Critical Illness, Long Term Care Insurance, IRAs, Customer Service, Renters, New Business Development, Sales, ATV, Financial Planning, Sales Management, Financial Analysis, Retirement Planning
Education
Brown University 1974 — 1978
Bachelor of Science (BS), Applied Math/Economics
Robert Carr Robert Carr's Price Waterhouse Experience July 1992 - May 1996
Job Tax Partner at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP February 2009 - Present
Deloitte June 1996 - January 2009
Price Waterhouse July 1992 - May 1996
Pfizer Pharmaceuticals May 1988 - August 1990
Education
Brigham Young University 1990 — 1992
MAcc, Tax
Brigham Young University 1983 — 1988
BS, Business Management
WCDS
McGladrey, LLP February 2009 - Present
Deloitte June 1996 - January 2009
Price Waterhouse July 1992 - May 1996
Pfizer Pharmaceuticals May 1988 - August 1990
Education
Brigham Young University 1990 — 1992
MAcc, Tax
Brigham Young University 1983 — 1988
BS, Business Management
WCDS
Kelly Minnick's Price Waterhouse Experience October 1985 - January 1991
Job Great Lakes Regional Finance Leader
Industry Accounting
Experience
McGladrey October 2002 - Present
Arthur Andersen June 1997 - July 2002
Caito Foods Service, Inc. January 1991 - June 1997
Price Waterhouse October 1985 - January 1991
American Monitor Corporation 1984 - 1985
Skills
Financial Reporting, Sarbanes-Oxley Act, Leadership, Accounting, Finance, CPA, Internal Controls, Auditing, Professional Services, Financial Analysis, GAAP, Financial Accounting, US GAAP
Education
Butler University 1980 — 1985
Bachelor's degree, Accounting and Finance
Indiana University-Purdue University at Indianapolis 1981 — 1985
Business
McGladrey October 2002 - Present
Arthur Andersen June 1997 - July 2002
Caito Foods Service, Inc. January 1991 - June 1997
Price Waterhouse October 1985 - January 1991
American Monitor Corporation 1984 - 1985
Skills
Financial Reporting, Sarbanes-Oxley Act, Leadership, Accounting, Finance, CPA, Internal Controls, Auditing, Professional Services, Financial Analysis, GAAP, Financial Accounting, US GAAP
Education
Butler University 1980 — 1985
Bachelor's degree, Accounting and Finance
Indiana University-Purdue University at Indianapolis 1981 — 1985
Business
Chris Der Vartanian Chris Der Vartanian's Price Waterhouse Experience 1981 - 1983
Job SVP Chief Risk Officer at Navigant Credit Union
Industry Banking
Experience
The Picture of Chidren's Health 2014 - March 2015
The Sandra Feinstein-Gamm Theatre 2013 - March 2015
State of Rhode Island Bureau of Audits August 2004 - May 2012
Ethicspeak. LLC 2010 - 2010
State of Rhode Island Department of Business Regulation 1998 - 2004
State of Rhode Island Department of Business Regulation 1991 - 1998
GTECH 1989 - 1991
Ernst & Whinney 1986 - 1989
American Bankers Insurance Group (Currently Assurant) 1983 - 1985
Price Waterhouse 1981 - 1983
Skills
Internal Controls, Tax, Financial Analysis, Auditing, Fraud, Internal Audit, Sarbanes-Oxley Act, Customer Service, Investments, Accounting, Change Management, Financial Reporting, GAAP, Management, Microsoft Excel, Forensic Accounting, Certified Fraud Examiner, Government, Leadership, Risk Management, Financial Accounting, Policy, Corporate Governance
Education
Harvard University Kennedy School of Government 2007 — 2007
Bryant University 1977 — 1981
BSBA, Accounting
Cranston High School West 1974 — 1977
CUNA San Diego
CUNA San Diego
The Picture of Chidren's Health 2014 - March 2015
The Sandra Feinstein-Gamm Theatre 2013 - March 2015
State of Rhode Island Bureau of Audits August 2004 - May 2012
Ethicspeak. LLC 2010 - 2010
State of Rhode Island Department of Business Regulation 1998 - 2004
State of Rhode Island Department of Business Regulation 1991 - 1998
GTECH 1989 - 1991
Ernst & Whinney 1986 - 1989
American Bankers Insurance Group (Currently Assurant) 1983 - 1985
Price Waterhouse 1981 - 1983
Skills
Internal Controls, Tax, Financial Analysis, Auditing, Fraud, Internal Audit, Sarbanes-Oxley Act, Customer Service, Investments, Accounting, Change Management, Financial Reporting, GAAP, Management, Microsoft Excel, Forensic Accounting, Certified Fraud Examiner, Government, Leadership, Risk Management, Financial Accounting, Policy, Corporate Governance
Education
Harvard University Kennedy School of Government 2007 — 2007
Bryant University 1977 — 1981
BSBA, Accounting
Cranston High School West 1974 — 1977
CUNA San Diego
CUNA San Diego
Mark Collison Mark Collison's Price Waterhouse Experience September 1992 - March 1996
Job Director of FP&A, National Grid USA
Industry Utilities
Experience
National Grid April 2010 - Present
British American Business Council New England June 2009 - Present
MAC Insight October 2008 - April 2010
Lifecycle Renewables Inc April 2008 - October 2008
Teamstudio Group July 2001 - April 2008
Lumination plc March 1996 - July 2001
Price Waterhouse September 1992 - March 1996
Skills
Strategy, Business Development, Change Management, Agile Project Management
Education
Price Waterhouse 1992 — 1996
M.S. Finance (equivalent), Chartered Accountancy Training
Brunel University London 1989 — 1990
M.Sc. Eng, Manufacturing Strategy and Systems
Brunel University London 1985 — 1989
B.Sc. Eng., Engineering and Management
National Grid April 2010 - Present
British American Business Council New England June 2009 - Present
MAC Insight October 2008 - April 2010
Lifecycle Renewables Inc April 2008 - October 2008
Teamstudio Group July 2001 - April 2008
Lumination plc March 1996 - July 2001
Price Waterhouse September 1992 - March 1996
Skills
Strategy, Business Development, Change Management, Agile Project Management
Education
Price Waterhouse 1992 — 1996
M.S. Finance (equivalent), Chartered Accountancy Training
Brunel University London 1989 — 1990
M.Sc. Eng, Manufacturing Strategy and Systems
Brunel University London 1985 — 1989
B.Sc. Eng., Engineering and Management
Anthony Raimondi Anthony Raimondi's Price Waterhouse Experience December 1986 - January 1990
Job Consultant at Economic Analysis Group, Ltd
Industry Legal Services
Experience
Economic Analysis Group, Ltd January 2009 - Present
Economic Analysis Group, Ltd January 2009 - Present
Citigroup Global Markets Inc. June 1992 - December 2008
Price Waterhouse December 1986 - January 1990
Skills
Securities Litigation, Expert Witness, Corporate Finance, Corporate Governance, Civil Litigation, Corporate Law, Commercial Litigation, Securities Regulation, Legal Research, Mergers & Acquisitions, Securities, Mediation, Legal Writing, Arbitration, Due Diligence, Litigation
Education
Brooklyn Law School 1984 — 1988
Juris Doctorate, Law
St. Johns University 1978 — 1982
Accounting
Elmont Memorial High School 1975 — 1978
Economic Analysis Group, Ltd January 2009 - Present
Economic Analysis Group, Ltd January 2009 - Present
Citigroup Global Markets Inc. June 1992 - December 2008
Price Waterhouse December 1986 - January 1990
Skills
Securities Litigation, Expert Witness, Corporate Finance, Corporate Governance, Civil Litigation, Corporate Law, Commercial Litigation, Securities Regulation, Legal Research, Mergers & Acquisitions, Securities, Mediation, Legal Writing, Arbitration, Due Diligence, Litigation
Education
Brooklyn Law School 1984 — 1988
Juris Doctorate, Law
St. Johns University 1978 — 1982
Accounting
Elmont Memorial High School 1975 — 1978
Sara Gomez Sara Gomez's Price Waterhouse Experience June 1985 - June 1992
Job Senior Consultant at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting March 2015 - Present
Microsoft September 2013 - October 2014
Kuali Foundation January 2010 - September 2013
Kuali Foundation September 2008 - September 2013
University of Washington January 2007 - September 2013
Kuali Foundation January 2010 - December 2011
University of Washington September 2001 - December 2006
The Information Technology Group July 1993 - August 2001
The Taco Bell Corporation July 1992 - June 1993
Price Waterhouse June 1985 - June 1992
Skills
Leadership, Management, Organizational..., Higher Education, Budgets, Strategy, Program Management, Software Development, Project Management, SQL, Strategic Planning, Agile Methodologies, Business Analysis, Enterprise Architecture, Cloud Computing, University Teaching, Business Process..., jQuery, Project Planning, Software Project..., Community Building, Content Management, Social Media, Databases, Data Analysis, SDLC, Data Warehousing, Analysis, Business Intelligence, Process Improvement, SaaS, SharePoint, Enterprise Software, Quality Assurance, Information Technology, IT Management, Training, Governance, Management Consulting, IT Strategy, Change Management, Agile Project Management, Consulting
Education
California State University-Chico 1981 — 1985
Bachelor of Science, Computer Science and Business Administration, minor in Mathematics.
IT Leaders Program 2007 — 2008
Slalom Consulting March 2015 - Present
Microsoft September 2013 - October 2014
Kuali Foundation January 2010 - September 2013
Kuali Foundation September 2008 - September 2013
University of Washington January 2007 - September 2013
Kuali Foundation January 2010 - December 2011
University of Washington September 2001 - December 2006
The Information Technology Group July 1993 - August 2001
The Taco Bell Corporation July 1992 - June 1993
Price Waterhouse June 1985 - June 1992
Skills
Leadership, Management, Organizational..., Higher Education, Budgets, Strategy, Program Management, Software Development, Project Management, SQL, Strategic Planning, Agile Methodologies, Business Analysis, Enterprise Architecture, Cloud Computing, University Teaching, Business Process..., jQuery, Project Planning, Software Project..., Community Building, Content Management, Social Media, Databases, Data Analysis, SDLC, Data Warehousing, Analysis, Business Intelligence, Process Improvement, SaaS, SharePoint, Enterprise Software, Quality Assurance, Information Technology, IT Management, Training, Governance, Management Consulting, IT Strategy, Change Management, Agile Project Management, Consulting
Education
California State University-Chico 1981 — 1985
Bachelor of Science, Computer Science and Business Administration, minor in Mathematics.
IT Leaders Program 2007 — 2008
Erin Moeller, CMP's Price Waterhouse Experience 1990 - 1992
Job Director of Conferences at Institutional Real Estate, Inc.
Industry Computer Software
Experience
Institutional Real Estate, Inc. 2015 - Present
4D 2012 - 2015
California Pharmacists Association 2007 - 2012
Avenue Communities 2006 - 2007
Price Waterhouse 1990 - 1992
Education
California State University-Fullerton
BA, Communications
Institutional Real Estate, Inc. 2015 - Present
4D 2012 - 2015
California Pharmacists Association 2007 - 2012
Avenue Communities 2006 - 2007
Price Waterhouse 1990 - 1992
Education
California State University-Fullerton
BA, Communications
Sonya Smith-Valentine, Esq. Sonya Smith-Valentine, Esq.'s Price Waterhouse Experience 1991 - 1993
Job Improve Employee Productivity Thru Education Programs | Finance & Behavioral Expert | Corporate Consultant
Industry Professional Training & Coaching
Experience
Financially Fierce, LLC 2009 - Present
Valentine Legal Group, LLC 2002 - 2015
Joe's Justice Radio Show - WOL1450 AM 2004 - 2005
Howard Community College 2003 - 2004
Liotta, Dranitzke & Engel, LLP 2001 - 2002
Deloitte & Touche 1997 - 1998
The Metropolitan Museum of Art 1993 - 1994
Price Waterhouse 1991 - 1993
American Express 1988 - 1990
Skills
Corporate Training, Credit, Public Speaking, Credit Reports, Credit Scoring, Financial Wellness..., Personal Finance, Employee Training, Training, Executive Coaching, Motivational Speaking, Coaching, Published Author, Consumer Debt, Credit Cards, Personal Financial..., Credit Rating, Consumer Law, Debt, Group Training, Litigation, Credit Reporting, Finance, Entrepreneurship, Budgets
Education
Brooklyn Law School 1994 — 1997
Juris Doctor, Law
Villanova University 1987 — 1991
B.S., Accountancy
Professional Designations
Licensed to Practice Law, NY, NJ, CT, MD and DC
Financially Fierce, LLC 2009 - Present
Valentine Legal Group, LLC 2002 - 2015
Joe's Justice Radio Show - WOL1450 AM 2004 - 2005
Howard Community College 2003 - 2004
Liotta, Dranitzke & Engel, LLP 2001 - 2002
Deloitte & Touche 1997 - 1998
The Metropolitan Museum of Art 1993 - 1994
Price Waterhouse 1991 - 1993
American Express 1988 - 1990
Skills
Corporate Training, Credit, Public Speaking, Credit Reports, Credit Scoring, Financial Wellness..., Personal Finance, Employee Training, Training, Executive Coaching, Motivational Speaking, Coaching, Published Author, Consumer Debt, Credit Cards, Personal Financial..., Credit Rating, Consumer Law, Debt, Group Training, Litigation, Credit Reporting, Finance, Entrepreneurship, Budgets
Education
Brooklyn Law School 1994 — 1997
Juris Doctor, Law
Villanova University 1987 — 1991
B.S., Accountancy
Professional Designations
Licensed to Practice Law, NY, NJ, CT, MD and DC
Carol (Carol Garris) Yorke Carol (Carol Garris) Yorke's Price Waterhouse Experience June 1982 - June 1985
Job Author dedicated to help stroke survivors and loved ones
Industry Public Relations and Communications
Experience
Carol E. Yorke September 2011 - Present
Transition Management Resources September 2006 - December 2008
Yorke & Associates CPAs May 2001 - August 2006
Transition Resources Inc. January 1996 - May 2001
Price Waterhouse June 1982 - June 1985
Skills
QuickBooks, Small Business, CPA, Accounting, Training, Budgets, Bookkeeping, Financial Planning, Finance, Nonprofits, Payroll, Tax Preparation, Financial Analysis, Financial Statements, Published Author, Writing, Management
Education
California Polytechnic State University-San Luis Obispo 1980 — 1982
BS, Business Management-Accounting
California Polytechnic State University-San Luis Obispo 1980 — 1982
Bachelor's Degree, Busines Administration - Accounting emphasis, Graduated With Highest Honors
Carol E. Yorke September 2011 - Present
Transition Management Resources September 2006 - December 2008
Yorke & Associates CPAs May 2001 - August 2006
Transition Resources Inc. January 1996 - May 2001
Price Waterhouse June 1982 - June 1985
Skills
QuickBooks, Small Business, CPA, Accounting, Training, Budgets, Bookkeeping, Financial Planning, Finance, Nonprofits, Payroll, Tax Preparation, Financial Analysis, Financial Statements, Published Author, Writing, Management
Education
California Polytechnic State University-San Luis Obispo 1980 — 1982
BS, Business Management-Accounting
California Polytechnic State University-San Luis Obispo 1980 — 1982
Bachelor's Degree, Busines Administration - Accounting emphasis, Graduated With Highest Honors
James Barkley's Price Waterhouse Experience January 1978 - August 1981
Job Owner, Finance Outsource Services, LLC
Industry Farming
Experience
Finance Outsource Services, LLC February 2012 - Present
Ag Accounting, LLC August 2003 - February 2012
North Sails, Inc. March 2003 - August 2003
etNetworks, Inc September 1999 - October 2002
North Sails Nevada, Inc. June 1997 - August 1999
Perten Instruments North America, Inc. June 1995 - May 1997
Getchell Gold Corporation January 1993 - May 1995
Boomtown Hotel & Casino, Inc. April 1991 - November 1992
James R. Barkley, C.P.A. October 1981 - April 1991
Price Waterhouse January 1978 - August 1981
Skills
Financial Reporting, Accounting, Auditing, Financial Statements, Strategic Planning, CPA, Finance, Tax, Managerial Finance, Cash Flow, Business Planning, Start-ups, Strategic Financial..., Investments, General Ledger, Management, GAAP, Due Diligence, Analysis, Budgets, Internal Controls
Education
Golden Gate University 1976 — 1977
MBA, Taxation
California State University-Chico 1971 — 1975
BS, Accounting
Finance Outsource Services, LLC February 2012 - Present
Ag Accounting, LLC August 2003 - February 2012
North Sails, Inc. March 2003 - August 2003
etNetworks, Inc September 1999 - October 2002
North Sails Nevada, Inc. June 1997 - August 1999
Perten Instruments North America, Inc. June 1995 - May 1997
Getchell Gold Corporation January 1993 - May 1995
Boomtown Hotel & Casino, Inc. April 1991 - November 1992
James R. Barkley, C.P.A. October 1981 - April 1991
Price Waterhouse January 1978 - August 1981
Skills
Financial Reporting, Accounting, Auditing, Financial Statements, Strategic Planning, CPA, Finance, Tax, Managerial Finance, Cash Flow, Business Planning, Start-ups, Strategic Financial..., Investments, General Ledger, Management, GAAP, Due Diligence, Analysis, Budgets, Internal Controls
Education
Golden Gate University 1976 — 1977
MBA, Taxation
California State University-Chico 1971 — 1975
BS, Accounting
Geoffrey Rempel's Price Waterhouse Experience May 1995 - March 2000
Job Owner at GMR Consulting, PLLC
Industry Financial Services
Experience
GMR Consulting, LLC March 2000 - Present
Kore K9, LLC May 2013 - May 2015
Price Waterhouse May 1995 - March 2000
Skills
Forensic Accounting, Training, Accounting, Forensic Analysis, Financial Accounting, Due Diligence
Education
Bucknell University 1992 — 1996
Bachelor of Science in Business Administration, Accounting
GMR Consulting, LLC March 2000 - Present
Kore K9, LLC May 2013 - May 2015
Price Waterhouse May 1995 - March 2000
Skills
Forensic Accounting, Training, Accounting, Forensic Analysis, Financial Accounting, Due Diligence
Education
Bucknell University 1992 — 1996
Bachelor of Science in Business Administration, Accounting
Dick Crawford, Realtor Dick Crawford, Realtor's Price Waterhouse Experience 1981 - 1984
Job Realtor, Broker Associate at Berkshire Hathaway | California Properties
Industry Real Estate
Experience
Berkshire Hathaway California Properties July 2015 - Present
Anaheim Chamber of Commerce July 2012 - Present
Prudential California Realty August 2008 - June 2015
Coldwell Banker Residential Brokerage June 2004 - July 2008
San Antonio Youth Ministry 1999 - 2008
Sage Software, Inc. January 2000 - May 2004
KWC Engineers 1990 - 1999
Nippondenso of Los Angeles 1988 - 1990
Sybron Dental Specialties 1984 - 1988
Price Waterhouse 1981 - 1984
Skills
Short Sales, Sellers, Negotiation, REO, Real Estate Transactions, Foreclosures, Referrals, First Time Home Buyers, Buyer Representation, Single Family Homes, Townhomes, Leadership, Property, Move Up Buyers, Listings, Relocation, Real Property, SFR, Photography, Condos
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1980 — 1981
MBA, Finance
California State Polytechnic University-Pomona 1975 — 1980
BA, Business/Accounting
La Salle High School 1971 — 1975
Berkshire Hathaway California Properties July 2015 - Present
Anaheim Chamber of Commerce July 2012 - Present
Prudential California Realty August 2008 - June 2015
Coldwell Banker Residential Brokerage June 2004 - July 2008
San Antonio Youth Ministry 1999 - 2008
Sage Software, Inc. January 2000 - May 2004
KWC Engineers 1990 - 1999
Nippondenso of Los Angeles 1988 - 1990
Sybron Dental Specialties 1984 - 1988
Price Waterhouse 1981 - 1984
Skills
Short Sales, Sellers, Negotiation, REO, Real Estate Transactions, Foreclosures, Referrals, First Time Home Buyers, Buyer Representation, Single Family Homes, Townhomes, Leadership, Property, Move Up Buyers, Listings, Relocation, Real Property, SFR, Photography, Condos
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1980 — 1981
MBA, Finance
California State Polytechnic University-Pomona 1975 — 1980
BA, Business/Accounting
La Salle High School 1971 — 1975
Colette Levy Colette Levy's Price Waterhouse Experience 1993 - 1996
Job Chief of Staff, U.S. Cards
Industry Financial Services
Experience
Citi January 2011 - Present
ColetteLevy February 2008 - Present
American Express September 2003 - September 2008
Mercer Management Consulting (Now Oliver Wyman) 1998 - 2001
Price Waterhouse 1993 - 1996
Skills
Strategy, Business Strategy, Executive Management, Management, Leadership, Financial Services, Management Consulting, Competitive Analysis, Emerging Markets
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Multinational Strategic Management
Brown University
AB, Business Economics, Organizational Behavior and Management
ASL
Citi January 2011 - Present
ColetteLevy February 2008 - Present
American Express September 2003 - September 2008
Mercer Management Consulting (Now Oliver Wyman) 1998 - 2001
Price Waterhouse 1993 - 1996
Skills
Strategy, Business Strategy, Executive Management, Management, Leadership, Financial Services, Management Consulting, Competitive Analysis, Emerging Markets
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Multinational Strategic Management
Brown University
AB, Business Economics, Organizational Behavior and Management
ASL
Mark Olson, CMI Mark Olson, CMI's Price Waterhouse Experience 1995 - 1997
Job Domestic Transaction Tax Director at Tesla Motors
Industry Accounting
Experience
Tesla Motors September 2013 - Present
Oracle March 2012 - September 2013
PricewaterhouseCoopers July 2010 - March 2012
Executive Tax Advisory Services September 2005 - July 2010
Ernst & Young January 2008 - April 2009
24 Hour Fitness October 2004 - October 2006
LSI Logic October 1999 - September 2004
Ernst & Young August 1998 - September 1999
Sole Proprietorship July 1997 - August 1998
Price Waterhouse 1995 - 1997
Skills
Tax, Sales Tax, Auditing, Tax Advisory, Sales & Use Tax, Sarbanes-Oxley Act, Accounting, Corporate Tax, State Tax, Tax Research, Internal Controls, Corporate Governance
Education
California State University-East Bay 1989 — 1992
Tesla Motors September 2013 - Present
Oracle March 2012 - September 2013
PricewaterhouseCoopers July 2010 - March 2012
Executive Tax Advisory Services September 2005 - July 2010
Ernst & Young January 2008 - April 2009
24 Hour Fitness October 2004 - October 2006
LSI Logic October 1999 - September 2004
Ernst & Young August 1998 - September 1999
Sole Proprietorship July 1997 - August 1998
Price Waterhouse 1995 - 1997
Skills
Tax, Sales Tax, Auditing, Tax Advisory, Sales & Use Tax, Sarbanes-Oxley Act, Accounting, Corporate Tax, State Tax, Tax Research, Internal Controls, Corporate Governance
Education
California State University-East Bay 1989 — 1992
Kevin Mesiah's Price Waterhouse Experience January 1994 - March 1997
Job Executive VP at Apprio Inc.
Industry Information Technology and Services
Experience
Apprio Inc. November 2009 - Present
IBS January 2005 - May 2009
SIRC 2009 - 2009
Seafoodie August 2005 - October 2008
Guident Technologies April 1997 - December 2004
Price Waterhouse January 1994 - March 1997
Cigna September 1983 - December 1993
Education
Bucknell University 1981 — 1983
Electrical Engineering
Drexel University
Apprio Inc. November 2009 - Present
IBS January 2005 - May 2009
SIRC 2009 - 2009
Seafoodie August 2005 - October 2008
Guident Technologies April 1997 - December 2004
Price Waterhouse January 1994 - March 1997
Cigna September 1983 - December 1993
Education
Bucknell University 1981 — 1983
Electrical Engineering
Drexel University
David Sarna's Price Waterhouse Experience October 1976 - October 1981
Job
Industry Writing and Editing
Experience
Hendon, Stamford Hill & Co. January 2003 - Present
WoodallTech, Inc. October 2011 - November 2012
Microsoft Corp 1998 - 2003
Mettle Oxbridge LLC July 2001 - January 2002
ObjectSoft Corp January 1990 - January 2001
Image Business Systems Corp July 1987 - July 1989
International Systems Services Corp October 1981 - October 1987
Price Waterhouse October 1976 - October 1981
IBM Corporation September 1970 - March 1975
Skills
Start-ups, Leadership, SaaS, Cloud Computing, Public Speaking, Entrepreneurship, Venture Capital, Strategic Partnerships, Enterprise Software, Business Strategy, Product Management, Business Analysis, Business Planning, Team Leadership, Management Consulting, Program Management, Strategy, Management, New Business Development, E-commerce, Contract Negotiation, Product Development, Analytics, Due Diligence, Executive Management, Integration, Strategic Planning, Product Marketing, Business Intelligence, Private Equity, Mergers & Acquisitions, Competitive Analysis, Negotiation, Consulting, Project Management, Corporate Development, Outsourcing, Business Development, Wriitng, Vendor Management, International Business, Investments, IPO, M&A experience, Angel Investing, Venture Financing, Emerging Markets, Strategic Consulting, Investment Banking, Leveraged Finance
Education
Brandeis University 1967 — 1970
Bachelor of Arts
Ramaz School 1957 — 1967
Technion - Israel Institute of Technology
Master
Hendon, Stamford Hill & Co. January 2003 - Present
WoodallTech, Inc. October 2011 - November 2012
Microsoft Corp 1998 - 2003
Mettle Oxbridge LLC July 2001 - January 2002
ObjectSoft Corp January 1990 - January 2001
Image Business Systems Corp July 1987 - July 1989
International Systems Services Corp October 1981 - October 1987
Price Waterhouse October 1976 - October 1981
IBM Corporation September 1970 - March 1975
Skills
Start-ups, Leadership, SaaS, Cloud Computing, Public Speaking, Entrepreneurship, Venture Capital, Strategic Partnerships, Enterprise Software, Business Strategy, Product Management, Business Analysis, Business Planning, Team Leadership, Management Consulting, Program Management, Strategy, Management, New Business Development, E-commerce, Contract Negotiation, Product Development, Analytics, Due Diligence, Executive Management, Integration, Strategic Planning, Product Marketing, Business Intelligence, Private Equity, Mergers & Acquisitions, Competitive Analysis, Negotiation, Consulting, Project Management, Corporate Development, Outsourcing, Business Development, Wriitng, Vendor Management, International Business, Investments, IPO, M&A experience, Angel Investing, Venture Financing, Emerging Markets, Strategic Consulting, Investment Banking, Leveraged Finance
Education
Brandeis University 1967 — 1970
Bachelor of Arts
Ramaz School 1957 — 1967
Technion - Israel Institute of Technology
Master
Bradford L. Goldense Bradford L. Goldense's Price Waterhouse Experience 1981 - 1983
Job President, Goldense Group, Inc. [GGI]
Industry Management Consulting
Experience
Goldense Group, Inc. [GGI] 1986 - Present
Index Group 1983 - 1985
Price Waterhouse 1981 - 1983
Texas Instruments 1977 - 1979
M.D. Goldense, Inc. 1972 - 1977
Skills
Product Management, Product Development, Management, Entrepreneurship, Management Consulting, Strategy, Engineering, R&D, Cross-functional Team..., Business Strategy, Project Management, Manufacturing, Start-ups, Program Management, Strategic Planning, Leadership, Process Improvement, Marketing, ERP, Change Management, Business Process..., Business Planning, Business Development, Competitive Analysis, Process Engineering, CPIM, Portfolio Management, Project Planning, Six Sigma, Team Building, Operations Management, Lean Manufacturing, Innovation Management, Risk Management, Engineering Management, Executive Management, Analytics, NPDP - New Product..., Purchasing, Manufacturing..., Research, Public Speaking, Supply Chain Management, Market Research, Team Leadership, CMfgE - Certified..., CPIM - Certified In..., CCP - Certified...
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Operations & Accounting
Brown University 1973 — 1977
Sc.B., Civil Engineering
Goldense Group, Inc. [GGI] 1986 - Present
Index Group 1983 - 1985
Price Waterhouse 1981 - 1983
Texas Instruments 1977 - 1979
M.D. Goldense, Inc. 1972 - 1977
Skills
Product Management, Product Development, Management, Entrepreneurship, Management Consulting, Strategy, Engineering, R&D, Cross-functional Team..., Business Strategy, Project Management, Manufacturing, Start-ups, Program Management, Strategic Planning, Leadership, Process Improvement, Marketing, ERP, Change Management, Business Process..., Business Planning, Business Development, Competitive Analysis, Process Engineering, CPIM, Portfolio Management, Project Planning, Six Sigma, Team Building, Operations Management, Lean Manufacturing, Innovation Management, Risk Management, Engineering Management, Executive Management, Analytics, NPDP - New Product..., Purchasing, Manufacturing..., Research, Public Speaking, Supply Chain Management, Market Research, Team Leadership, CMfgE - Certified..., CPIM - Certified In..., CCP - Certified...
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Operations & Accounting
Brown University 1973 — 1977
Sc.B., Civil Engineering
Kevin Beckstead Kevin Beckstead's Price Waterhouse Experience 1983 - 1986
Job CFO at MidPeninsula Peridontics
Industry Hospital & Health Care
Experience
Mid-Peninsula Peridontics 1998 - Present
How Sweet It Is 1992 - 2001
Dawson & Gerbic 1988 - 1990
Price Waterhouse 1983 - 1986
Education
Brigham Young University 1977 — 1983
Bachelor of Science (BS), Accounting
Brigham Young University 1977 — 1983
MAcc, Taxation
Mid-Peninsula Peridontics 1998 - Present
How Sweet It Is 1992 - 2001
Dawson & Gerbic 1988 - 1990
Price Waterhouse 1983 - 1986
Education
Brigham Young University 1977 — 1983
Bachelor of Science (BS), Accounting
Brigham Young University 1977 — 1983
MAcc, Taxation
Roger St Germain, CPA, MST Roger St Germain, CPA, MST's Price Waterhouse Experience 1981 - 1984
Job à la carte Financial Executive Services; Accounting and Tax Services. Serving clients throughout the US
Industry Accounting
Experience
Roger H. St Germain, CPA January 1984 - Present
GS Rubber Industries LLC 2001 - 2012
Cellini, Inc. 1991 - 2010
Quadrax 1995 - 2000
Amtrol 1989 - 2000
Jansco Truck Equipment Company January 1988 - December 1989
Process Control Industries, Inc. 1986 - 1988
Monet 1984 - 1986
Price Waterhouse 1981 - 1984
Skills
Tax, Accounting, Financial Analysis, Budgets, Tax Preparation, Cost Accounting, Small Business, Income Tax, Corporate Tax, Auditing, Strategic Financial..., Management, Tax Research, Business Analysis, Contract Negotiation, Inventory Management, Financial Reporting, Financial Modeling, Business Planning, Strategic Planning, Internal Controls, Tax Law, Tax Accounting, LLC, Analysis, Mergers & Acquisitions, US GAAP, Due Diligence, GAAP, Financial Systems, Budget Preparation, Financial Planning, Financial Accounting, Business Strategy, Business Management, Project Implementation, Financial Systems..., Cost Control, Budgeting, Budget Management, Budget Analysis, Budget Tracking, Tax Compliance, Pricing, Pricing Strategy, Pricing Analysis, Price Optimization, Hiring, Business Analytics
Education
Bryant University 1989 — 1991
MST, Taxation
College of the Holy Cross 1977 — 1981
BA, Economics & Accounting
Roger H. St Germain, CPA January 1984 - Present
GS Rubber Industries LLC 2001 - 2012
Cellini, Inc. 1991 - 2010
Quadrax 1995 - 2000
Amtrol 1989 - 2000
Jansco Truck Equipment Company January 1988 - December 1989
Process Control Industries, Inc. 1986 - 1988
Monet 1984 - 1986
Price Waterhouse 1981 - 1984
Skills
Tax, Accounting, Financial Analysis, Budgets, Tax Preparation, Cost Accounting, Small Business, Income Tax, Corporate Tax, Auditing, Strategic Financial..., Management, Tax Research, Business Analysis, Contract Negotiation, Inventory Management, Financial Reporting, Financial Modeling, Business Planning, Strategic Planning, Internal Controls, Tax Law, Tax Accounting, LLC, Analysis, Mergers & Acquisitions, US GAAP, Due Diligence, GAAP, Financial Systems, Budget Preparation, Financial Planning, Financial Accounting, Business Strategy, Business Management, Project Implementation, Financial Systems..., Cost Control, Budgeting, Budget Management, Budget Analysis, Budget Tracking, Tax Compliance, Pricing, Pricing Strategy, Pricing Analysis, Price Optimization, Hiring, Business Analytics
Education
Bryant University 1989 — 1991
MST, Taxation
College of the Holy Cross 1977 — 1981
BA, Economics & Accounting
Richard Eigenbrode Richard Eigenbrode's Price Waterhouse Experience March 1984 - December 1993
Job International Tax Consultant
Industry Computer Software
Experience
Tax Executives Institute, Santa Clara Valley Chapter July 2011 - Present
Intuit November 2013 - May 2015
SanDisk January 2012 - October 2013
Applied Materials December 1993 - January 2012
Price Waterhouse March 1984 - December 1993
Skills
Financial Analysis, Process Improvement, Revenue Recognition, Transfer Pricing, Forecasting, International Tax, Mergers & Acquisitions, Tax, Cross-functional Team..., SEC filings, Sarbanes-Oxley Act, Mergers, Accounting, Semiconductors, Financial Reporting, Finance, Corporate Tax, Restructuring, Internal Controls, US GAAP, Auditing, Income Tax, Semiconductor Industry, Financial Modeling, Due Diligence, Tax Law, Budgets, Cross-border..., Joint Ventures, Sarbanes-Oxley, Acquisition Integration
Education
Boston University School of Law 1973 — 1977
JD, Law
The Johns Hopkins University 1969 — 1973
Bachelor of Arts (BA), Political Science
Tax Executives Institute, Santa Clara Valley Chapter July 2011 - Present
Intuit November 2013 - May 2015
SanDisk January 2012 - October 2013
Applied Materials December 1993 - January 2012
Price Waterhouse March 1984 - December 1993
Skills
Financial Analysis, Process Improvement, Revenue Recognition, Transfer Pricing, Forecasting, International Tax, Mergers & Acquisitions, Tax, Cross-functional Team..., SEC filings, Sarbanes-Oxley Act, Mergers, Accounting, Semiconductors, Financial Reporting, Finance, Corporate Tax, Restructuring, Internal Controls, US GAAP, Auditing, Income Tax, Semiconductor Industry, Financial Modeling, Due Diligence, Tax Law, Budgets, Cross-border..., Joint Ventures, Sarbanes-Oxley, Acquisition Integration
Education
Boston University School of Law 1973 — 1977
JD, Law
The Johns Hopkins University 1969 — 1973
Bachelor of Arts (BA), Political Science
John Caraker John Caraker's Price Waterhouse Experience August 1986 - May 1987
Job Attorney at Law at John C. Caraker, P.C.
Industry Law Practice
Experience
John C. Caraker, P.C. August 1989 - Present
Leritz, Reinert & Duree August 1987 - January 1989
Price Waterhouse August 1986 - May 1987
Felmley Dickerson Company May 1979 - August 1983
Skills
Chapter 7, Chapter 13, Probate, Estate Planning, Traffic Law, Real Estate, Social Security..., Federal Taxation, State Taxation, Consumer Bankruptcy, Bankruptcy, Tax, Small Business, Courts, Wills, Civil Litigation, US Tax, Wrongful Death, Family Law, Litigation, Business Litigation, Chapter 13 Bankruptcy, Mediation, Trusts, Corporate Law, Consumer Law, Probation, Creditors' Rights, Criminal Law, Debtors, Personal Bankruptcy, Foreclosure Defense, Trial Practice, Personal Injury, Criminal Defense, Elder Law, Commercial Litigation, Legal Writing, Litigation Support, Legal Advice, Product Liability, Road Traffic, Legal Research, Legal Assistance, Chapter 11, Appeals, Trials, Guardianship, Hearings, Personal Injury...
Education
St. Louis University 1983 — 1986
JD, Law
Illinois State University 1980 — 1983
MBA, Finance
Bradley University 1975 — 1979
BS, Construction
John C. Caraker, P.C. August 1989 - Present
Leritz, Reinert & Duree August 1987 - January 1989
Price Waterhouse August 1986 - May 1987
Felmley Dickerson Company May 1979 - August 1983
Skills
Chapter 7, Chapter 13, Probate, Estate Planning, Traffic Law, Real Estate, Social Security..., Federal Taxation, State Taxation, Consumer Bankruptcy, Bankruptcy, Tax, Small Business, Courts, Wills, Civil Litigation, US Tax, Wrongful Death, Family Law, Litigation, Business Litigation, Chapter 13 Bankruptcy, Mediation, Trusts, Corporate Law, Consumer Law, Probation, Creditors' Rights, Criminal Law, Debtors, Personal Bankruptcy, Foreclosure Defense, Trial Practice, Personal Injury, Criminal Defense, Elder Law, Commercial Litigation, Legal Writing, Litigation Support, Legal Advice, Product Liability, Road Traffic, Legal Research, Legal Assistance, Chapter 11, Appeals, Trials, Guardianship, Hearings, Personal Injury...
Education
St. Louis University 1983 — 1986
JD, Law
Illinois State University 1980 — 1983
MBA, Finance
Bradley University 1975 — 1979
BS, Construction
Janine Steiner Jovanovic Janine Steiner Jovanovic's Price Waterhouse Experience 1995 - 1997
Job CEO at JSJ Advisors
Industry Real Estate
Experience
JSJ Advisors September 2015 - Present
RealPage August 2012 - Present
MPF YieldStar 2007 - August 2012
JPI 2005 - 2007
JPI Companies 2001 - 2005
KPMG 1997 - 2001
Price Waterhouse 1995 - 1997
Patriarch Systems 1994 - 1995
Skills
Account Management, Apartments, Asset Management, Asset Managment, Business Development, Contract Negotiation, Disposition, Due Diligence, Leadership, Leases, Operations Management, Program Management, Property Management, Real Estate, Real Estate Development, Real Estate Economics, Rent, Return on Investment, Revenue Analysis, Revenue Cycle Management, Revenue Recognition, SaaS, Salesforce.com, Strategic Planning, Strategy, Commercial Real Estate
Education
University of Toronto 1993 — 1994
MA, Comparative Literature
Brandeis University 1988 — 1992
BA, Comparative Literature
JSJ Advisors September 2015 - Present
RealPage August 2012 - Present
MPF YieldStar 2007 - August 2012
JPI 2005 - 2007
JPI Companies 2001 - 2005
KPMG 1997 - 2001
Price Waterhouse 1995 - 1997
Patriarch Systems 1994 - 1995
Skills
Account Management, Apartments, Asset Management, Asset Managment, Business Development, Contract Negotiation, Disposition, Due Diligence, Leadership, Leases, Operations Management, Program Management, Property Management, Real Estate, Real Estate Development, Real Estate Economics, Rent, Return on Investment, Revenue Analysis, Revenue Cycle Management, Revenue Recognition, SaaS, Salesforce.com, Strategic Planning, Strategy, Commercial Real Estate
Education
University of Toronto 1993 — 1994
MA, Comparative Literature
Brandeis University 1988 — 1992
BA, Comparative Literature
Jim Ellsworth's Price Waterhouse Experience 1993 - 1996
Job
Industry Real Estate
Experience
AIG Global Real Estate March 2007 - Present
Trust Company of the West 1998 - 2007
Merrill Lynch 1997 - 1997
Price Waterhouse 1993 - 1996
Education
Harvard Business School 1996 — 1998
MBA
Brigham Young University 1986 — 1992
Master
AIG Global Real Estate March 2007 - Present
Trust Company of the West 1998 - 2007
Merrill Lynch 1997 - 1997
Price Waterhouse 1993 - 1996
Education
Harvard Business School 1996 — 1998
MBA
Brigham Young University 1986 — 1992
Master
Linda Christensen's Price Waterhouse Experience August 1986 - 1989
Job Director of Finance and Operations at Semiconductor Engineering
Industry Semiconductors
Experience
Semiconductor Engineering June 2015 - Present
Merck May 2011 - May 2015
VeriSign December 2006 - April 2011
VeriSign December 2001 - December 2006
Netscape November 1998 - November 2001
HP August 1997 - October 1998
Tandem Computers March 1989 - July 1997
Price Waterhouse August 1986 - 1989
Skills
Financial Reporting, Finance, Accounting, Management, Cross-functional Team..., Forecasting, Budgets, Analysis, Financial Modeling, Revenue Recognition, Strategic Planning, Sarbanes-Oxley Act, Project Management, OPEX, Pricing, Auditing
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration
Semiconductor Engineering June 2015 - Present
Merck May 2011 - May 2015
VeriSign December 2006 - April 2011
VeriSign December 2001 - December 2006
Netscape November 1998 - November 2001
HP August 1997 - October 1998
Tandem Computers March 1989 - July 1997
Price Waterhouse August 1986 - 1989
Skills
Financial Reporting, Finance, Accounting, Management, Cross-functional Team..., Forecasting, Budgets, Analysis, Financial Modeling, Revenue Recognition, Strategic Planning, Sarbanes-Oxley Act, Project Management, OPEX, Pricing, Auditing
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration
Kelvin Appelman's Price Waterhouse Experience 1986 - 1988
Job Group Controller at SSI Auto Parts Group
Industry Automotive
Experience
SSI Auto Parts Group March 2006 - Present
Oracle Corporation 2003 - 2006
Entex Information Services 1998 - 1999
Herbalife 1996 - 1998
National Education Corporation 1988 - 1995
Price Waterhouse 1986 - 1988
Education
California State University-Fullerton 1982 — 1986
BA, Accounting & MIS
SSI Auto Parts Group March 2006 - Present
Oracle Corporation 2003 - 2006
Entex Information Services 1998 - 1999
Herbalife 1996 - 1998
National Education Corporation 1988 - 1995
Price Waterhouse 1986 - 1988
Education
California State University-Fullerton 1982 — 1986
BA, Accounting & MIS
Anne Gore's Price Waterhouse Experience 1994 - 1998
Job Senior Vice President Finance at Healthcare Solutions
Industry Food & Beverages
Experience
Healthcare Solutions November 2014 - Present
Carter's OshKosh B'gosh April 2013 - September 2014
Tyson Foods August 2008 - April 2013
Tyson Foods December 2004 - August 2008
Delta Air Lines June 2000 - December 2004
Price Waterhouse 1994 - 1998
Skills
Capital Budgeting, Corporate Finance, SOX, Financial Modeling, Financial Planning, Sarbanes-Oxley Act
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MBA, Finance
Bryant University 1990 — 1994
BS, Accounting
Healthcare Solutions November 2014 - Present
Carter's OshKosh B'gosh April 2013 - September 2014
Tyson Foods August 2008 - April 2013
Tyson Foods December 2004 - August 2008
Delta Air Lines June 2000 - December 2004
Price Waterhouse 1994 - 1998
Skills
Capital Budgeting, Corporate Finance, SOX, Financial Modeling, Financial Planning, Sarbanes-Oxley Act
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MBA, Finance
Bryant University 1990 — 1994
BS, Accounting
Ron Bangs's Price Waterhouse Experience 1987 - 1996
Job COO / CFO at Hartz Capital, Inc.
Industry Financial Services
Experience
Hartz Capital, Inc. Chief Financial OfficerHartz Mountain Corporation1996 - 2000
Price Waterhouse 1987 - 1996
Education
Bucknell University 1983 — 1987
Hartz Capital, Inc. Chief Financial OfficerHartz Mountain Corporation1996 - 2000
Price Waterhouse 1987 - 1996
Education
Bucknell University 1983 — 1987
Scott Ogur's Price Waterhouse Experience 1993 - 1995
Job CFO at Spruce Investment Advisors
Industry Financial Services
Experience
Spruce Investment Advisors June 2014 - Present
Beacon Mortgage 2012 - Present
Independent Diplomat 2011 - Present
Drybar 2012 - 2012
Algorithmic Trading Management 2009 - 2012
Scimitar 2003 - 2010
JPMorgan Private Bank 2000 - 2003
J.P. Morgan 1996 - 1998
Chemical Bank Corp. 1995 - 1996
Price Waterhouse 1993 - 1995
Skills
Acquisition and..., Financial Reporting,..., Investments, Due Diligence, Financial Reporting, Mergers, Cost Reduction..., Equities, Private Equity, Mergers & Acquisitions, Asset Management, Finance, Corporate Finance, Financial Services, Venture Capital, Fixed Income, Budgets, Portfolio Management, Credit, Alternative Investments, Mutual Funds, Hedge Funds, Financial Analysis, Capital Markets, Loans, Financial Modeling, Derivatives, Auditing, Analysis, Negotiation, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Bucknell University 1989 — 1993
BS in Business Administration, Accounting
Stuyvesant High School 1985 — 1989
Spruce Investment Advisors June 2014 - Present
Beacon Mortgage 2012 - Present
Independent Diplomat 2011 - Present
Drybar 2012 - 2012
Algorithmic Trading Management 2009 - 2012
Scimitar 2003 - 2010
JPMorgan Private Bank 2000 - 2003
J.P. Morgan 1996 - 1998
Chemical Bank Corp. 1995 - 1996
Price Waterhouse 1993 - 1995
Skills
Acquisition and..., Financial Reporting,..., Investments, Due Diligence, Financial Reporting, Mergers, Cost Reduction..., Equities, Private Equity, Mergers & Acquisitions, Asset Management, Finance, Corporate Finance, Financial Services, Venture Capital, Fixed Income, Budgets, Portfolio Management, Credit, Alternative Investments, Mutual Funds, Hedge Funds, Financial Analysis, Capital Markets, Loans, Financial Modeling, Derivatives, Auditing, Analysis, Negotiation, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Bucknell University 1989 — 1993
BS in Business Administration, Accounting
Stuyvesant High School 1985 — 1989
Allison Bourne's Price Waterhouse Experience 1986 - February 1990
Job Senior Technical Architect at WorksafeBC
Industry Insurance
Experience
WorksafeBC March 1990 - Present
Price Waterhouse 1986 - February 1990
Scotia McLeod 1985 - 1986
McLeod, Yong, Weir 1982 - 1984
Skills
Data Center, SDLC, Enterprise Architecture, Integration, Information Technology, Solution Architecture, Business Analysis, Requirements Gathering, SOA, Business Intelligence, ITIL, Change Management, Agile Methodologies, Disaster Recovery, Requirements Analysis, Process Improvement
Education
British Columbia Institute of Technology 1980 — 2000
Burnaby South 1975 — 1977
Burnaby South
Vanderbilt University
WorksafeBC March 1990 - Present
Price Waterhouse 1986 - February 1990
Scotia McLeod 1985 - 1986
McLeod, Yong, Weir 1982 - 1984
Skills
Data Center, SDLC, Enterprise Architecture, Integration, Information Technology, Solution Architecture, Business Analysis, Requirements Gathering, SOA, Business Intelligence, ITIL, Change Management, Agile Methodologies, Disaster Recovery, Requirements Analysis, Process Improvement
Education
British Columbia Institute of Technology 1980 — 2000
Burnaby South 1975 — 1977
Burnaby South
Vanderbilt University
Debi Srdoc's Price Waterhouse Experience September 1990 - May 1996
Job Finance Executive in Transition
Industry Accounting
Experience
IQNavigator November 2012 - January 2015
IQNavigator November 2011 - November 2012
IQNavigator July 2009 - November 2011
On Command Corporation September 2000 - March 2008
Information Handling Services, Inc. May 1996 - September 2000
Price Waterhouse September 1990 - May 1996
Skills
Leadership, Strategic Planning, Business Planning, Business Process..., Business Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Budgets, Forecasting, Due Diligence, Mergers, Corporate Finance, Process Improvement, Accounting, General Ledger, Analysis, Auditing, Internal Controls, Financial Accounting, Team Building
Education
Bryant University 1986 — 1990
BS, Accounting
IQNavigator November 2012 - January 2015
IQNavigator November 2011 - November 2012
IQNavigator July 2009 - November 2011
On Command Corporation September 2000 - March 2008
Information Handling Services, Inc. May 1996 - September 2000
Price Waterhouse September 1990 - May 1996
Skills
Leadership, Strategic Planning, Business Planning, Business Process..., Business Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Budgets, Forecasting, Due Diligence, Mergers, Corporate Finance, Process Improvement, Accounting, General Ledger, Analysis, Auditing, Internal Controls, Financial Accounting, Team Building
Education
Bryant University 1986 — 1990
BS, Accounting
Katie (Phipps) McLaughlin's Price Waterhouse Experience 1996 - 1999
Job Senior Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab February 2008 - Present
GreenPoint Mortgage February 2001 - March 2003
Eloan May 1999 - February 2001
E-Loan, Inc. 1999 - 2001
Price Waterhouse 1996 - 1999
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BA, Business - Accounting
Charles Schwab February 2008 - Present
GreenPoint Mortgage February 2001 - March 2003
Eloan May 1999 - February 2001
E-Loan, Inc. 1999 - 2001
Price Waterhouse 1996 - 1999
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
BA, Business - Accounting
Lisa Dominguez's Price Waterhouse Experience January 1991 - December 1992
Job Director, Sales & Property Tax
Industry Financial Services
Experience
Toyota Motor Credit Corp May 2006 - Present
DIRECTV January 1996 - May 2006
Family Restaurants January 1993 - December 1995
Price Waterhouse January 1991 - December 1992
McDonnell Douglas Financial Corporation July 1988 - December 1990
California State Board of Equalization June 1986 - June 1988
Skills
Sarbanes-Oxley Act, Business Analysis, Tax, Accounting, Auditing, Internal Controls, Tax Accounting, Financial Analysis, IFRS, Financial Reporting
Education
California State University-Dominguez Hills 1984 — 1986
Toyota Motor Credit Corp May 2006 - Present
DIRECTV January 1996 - May 2006
Family Restaurants January 1993 - December 1995
Price Waterhouse January 1991 - December 1992
McDonnell Douglas Financial Corporation July 1988 - December 1990
California State Board of Equalization June 1986 - June 1988
Skills
Sarbanes-Oxley Act, Business Analysis, Tax, Accounting, Auditing, Internal Controls, Tax Accounting, Financial Analysis, IFRS, Financial Reporting
Education
California State University-Dominguez Hills 1984 — 1986
Steve Lowry's Price Waterhouse Experience December 1986 - April 1997
Job Sr Vice President at Virtusa
Industry Information Technology and Services
Experience
Virtusa November 2009 - Present
InSource Consulting 2007 - March 2012
United Healthcare 2005 - 2007
BearingPoint (formerly KPMG Consulting) 2000 - 2004
KPMG, KPMG Consulting 1997 - 2000
Price Waterhouse December 1986 - April 1997
Computech 1984 - 1986
Travelers Insurance Companies 1982 - 1984
Skills
SDLC, IT Strategy, Business Process..., Requirements Gathering, Vendor Management, Insurance Domain, Strategic Planning, Management Consulting, Client Relationship..., Executive Management, Program Management, Business Intelligence, Management, Business Development, Insurance, CRM, Business Analysis, Consulting
Education
Bucknell University 1978 — 1982
BS Business Administration
Virtusa November 2009 - Present
InSource Consulting 2007 - March 2012
United Healthcare 2005 - 2007
BearingPoint (formerly KPMG Consulting) 2000 - 2004
KPMG, KPMG Consulting 1997 - 2000
Price Waterhouse December 1986 - April 1997
Computech 1984 - 1986
Travelers Insurance Companies 1982 - 1984
Skills
SDLC, IT Strategy, Business Process..., Requirements Gathering, Vendor Management, Insurance Domain, Strategic Planning, Management Consulting, Client Relationship..., Executive Management, Program Management, Business Intelligence, Management, Business Development, Insurance, CRM, Business Analysis, Consulting
Education
Bucknell University 1978 — 1982
BS Business Administration
Mohammed Ahsan's Price Waterhouse Experience February 1982 - October 1988
Job Owner, Dishari Management Int.
Industry Management Consulting
Experience
Dishari Management Int. General ManagerBahgat Group2001 - 2002
Ezz Industries 2000 - 2001
American Management Systems March 1997 - April 1999
Arthur Andersen February 1992 - March 1997
Price Waterhouse February 1982 - October 1988
Education
Cairo University 1976 — 1981
BS, Mechanical Engineering
Dishari Management Int. General ManagerBahgat Group2001 - 2002
Ezz Industries 2000 - 2001
American Management Systems March 1997 - April 1999
Arthur Andersen February 1992 - March 1997
Price Waterhouse February 1982 - October 1988
Education
Cairo University 1976 — 1981
BS, Mechanical Engineering
Cheryl Ganschow's Price Waterhouse Experience 1995 - 1998
Job
Industry Accounting
Experience
PwC 2007 - 2010
PricewaterhouseCoopers 1995 - 2010
PricewaterhouseCoopers 2004 - 2007
Price Waterhouse 1995 - 1998
Education
Brigham Young University 1989 — 1995
PwC 2007 - 2010
PricewaterhouseCoopers 1995 - 2010
PricewaterhouseCoopers 2004 - 2007
Price Waterhouse 1995 - 1998
Education
Brigham Young University 1989 — 1995
Glenn Pollack's Price Waterhouse Experience 1988 - 1990
Job Managing Director, Candlewood Partners, LLC
Industry Investment Banking
Experience
Damietta International Port Company 2009 - Present
Candlewood Partners, LLC July 2001 - Present
APW 2005 - 2009
Brown Gibbons Lang & Company January 1997 - June 2001
A&W Foods 1989 - 1994
Price Waterhouse 1988 - 1990
Skills
Investment Banking, Mergers, Valuation, Business Strategy, Strategic Planning
Education
Boston University - School of Management 1976 — 1980
Bachelor of Science (BS), Accounting
Damietta International Port Company 2009 - Present
Candlewood Partners, LLC July 2001 - Present
APW 2005 - 2009
Brown Gibbons Lang & Company January 1997 - June 2001
A&W Foods 1989 - 1994
Price Waterhouse 1988 - 1990
Skills
Investment Banking, Mergers, Valuation, Business Strategy, Strategic Planning
Education
Boston University - School of Management 1976 — 1980
Bachelor of Science (BS), Accounting
Jonathan Brimley's Price Waterhouse Experience June 1994 - June 1999
Job Associate Partner at IBM Global Business Services
Industry Information Technology and Services
Experience
IBM Global Business Services August 2013 - Present
IBM Global Business Services October 2002 - July 2013
PricewaterhouseCoopers July 1999 - October 2002
Price Waterhouse June 1994 - June 1999
System Connection May 1990 - August 1993
Skills
Oracle, Management, IT Strategy, Business Process..., Business Process, ERP, Business Analysis, Integration, Business Intelligence, Program Management, Enterprise Architecture, Telecommunications, Financials, Vendor Management, Requirements Analysis, Management Consulting, Solution Architecture, Process Improvement, Project Management, Strategic Planning, Sales, Requirements Gathering, Change Management, Cloud Applications
Education
Brigham Young University 1986 — 1994
MaCC, Accounting \ Information Systems
IBM Global Business Services August 2013 - Present
IBM Global Business Services October 2002 - July 2013
PricewaterhouseCoopers July 1999 - October 2002
Price Waterhouse June 1994 - June 1999
System Connection May 1990 - August 1993
Skills
Oracle, Management, IT Strategy, Business Process..., Business Process, ERP, Business Analysis, Integration, Business Intelligence, Program Management, Enterprise Architecture, Telecommunications, Financials, Vendor Management, Requirements Analysis, Management Consulting, Solution Architecture, Process Improvement, Project Management, Strategic Planning, Sales, Requirements Gathering, Change Management, Cloud Applications
Education
Brigham Young University 1986 — 1994
MaCC, Accounting \ Information Systems
Melanie Carmelite's Price Waterhouse Experience 1991 - 1997
Job Experienced CPA and Operations leader. Significant benefit plan knowledge as well as investments (Series 27 license)
Industry Financial Services
Experience
PNC October 2012 - Present
PNC Financial Services Group October 2004 - October 2012
Yanni Partners 2002 - 2004
eToll (FastForward) 2000 - 2002
Ernst & Young 1997 - 2000
Price Waterhouse 1991 - 1997
Skills
Series 27 license -..., Business Strategy, Investments, Fundamental Analysis, Investment Management, Investment Strategies, Asset Management, Financial Modeling, Corporate Finance, Finance
Education
Bucknell University 1987 — 1991
PNC October 2012 - Present
PNC Financial Services Group October 2004 - October 2012
Yanni Partners 2002 - 2004
eToll (FastForward) 2000 - 2002
Ernst & Young 1997 - 2000
Price Waterhouse 1991 - 1997
Skills
Series 27 license -..., Business Strategy, Investments, Fundamental Analysis, Investment Management, Investment Strategies, Asset Management, Financial Modeling, Corporate Finance, Finance
Education
Bucknell University 1987 — 1991
Robert Tyndall's Price Waterhouse Experience 1989 - 1998
Job Senior Vice President, Strategy, Planning and Risk Management at Prudential Financial
Industry Insurance
Experience
Prudential Retirement 2002 - Present
Prudential Financial February 2012 - March 2014
Prudential Financial January 1999 - April 2002
PricewaterhouseCoopers LLP 1989 - 1998
Price Waterhouse Coopers 1989 - 1998
Price Waterhouse 1989 - 1998
Skills
Compliance, Risk Management, Insurance, Financial Analysis, Mergers, Strategic Planning, Project Management, Business Strategy, Due Diligence, Financial Services, Program Management, Vendor Management, Investments, Retirement, Portfolio Management, Securities, Mergers & Acquisitions, Mutual Funds, Asset Management, Relationship Management, Financial Modeling
Education
Northeastern University 1988 — 1989
MS/MBA, Accounting
Brown University 1984 — 1988
Bachelor's degree, Economics, Biology
Prudential Retirement 2002 - Present
Prudential Financial February 2012 - March 2014
Prudential Financial January 1999 - April 2002
PricewaterhouseCoopers LLP 1989 - 1998
Price Waterhouse Coopers 1989 - 1998
Price Waterhouse 1989 - 1998
Skills
Compliance, Risk Management, Insurance, Financial Analysis, Mergers, Strategic Planning, Project Management, Business Strategy, Due Diligence, Financial Services, Program Management, Vendor Management, Investments, Retirement, Portfolio Management, Securities, Mergers & Acquisitions, Mutual Funds, Asset Management, Relationship Management, Financial Modeling
Education
Northeastern University 1988 — 1989
MS/MBA, Accounting
Brown University 1984 — 1988
Bachelor's degree, Economics, Biology
Brian Jemelian's Price Waterhouse Experience 1986 - 1996
Job SVP, Finance & Administration at Yamaha Corporation of America
Industry Music
Experience
Yamaha Corporation of America April 2007 - Present
Yamaha Corporation of America September 2003 - April 2007
Yamaha Corporation of America April 2000 - September 2003
Yamaha Corporation of America March 1996 - April 2000
Price Waterhouse 1986 - 1996
USC Marshall School of Business 1985 - 1986
Skills
Forecasting, Financial Analysis, Strategic Planning, Business Strategy, Process Improvement, Cash Flow, Contract Negotiation, Strategic Financial..., Management, Business Planning, Risk Management, Sales, Finance, Strategy, Financial Modeling, Business Development, Mentoring, Financial Planning, Marketing Strategy, Mergers
Education
University of Southern California - Marshall School of Business
Masters
California Polytechnic State University-San Luis Obispo
Bachelors, Business
Yamaha Corporation of America April 2007 - Present
Yamaha Corporation of America September 2003 - April 2007
Yamaha Corporation of America April 2000 - September 2003
Yamaha Corporation of America March 1996 - April 2000
Price Waterhouse 1986 - 1996
USC Marshall School of Business 1985 - 1986
Skills
Forecasting, Financial Analysis, Strategic Planning, Business Strategy, Process Improvement, Cash Flow, Contract Negotiation, Strategic Financial..., Management, Business Planning, Risk Management, Sales, Finance, Strategy, Financial Modeling, Business Development, Mentoring, Financial Planning, Marketing Strategy, Mergers
Education
University of Southern California - Marshall School of Business
Masters
California Polytechnic State University-San Luis Obispo
Bachelors, Business
Lori Bugaj's Price Waterhouse Experience 1987 - 1994
Job Marketing / Communications Director or Manager
Industry Marketing and Advertising
Experience
One Eyed Collie Jewelry Design 1998 - Present
St. Vincent de Paul Society January 2006 - December 2006
The Application Group 1994 - 1998
Price Waterhouse 1987 - 1994
Education
California State University-Chico 1982 — 1986
One Eyed Collie Jewelry Design 1998 - Present
St. Vincent de Paul Society January 2006 - December 2006
The Application Group 1994 - 1998
Price Waterhouse 1987 - 1994
Education
California State University-Chico 1982 — 1986
Jeff Gaynor's Price Waterhouse Experience 1979 - 1984
Job Managing Director at TrueNorth Capital Partners LLC
Industry Investment Banking
Experience
TrueNorth Capital Partners LLC April 2009 - Present
Knox & Co. 1992 - 2009
Basix Corparation (NYSE) 1984 - 1986
Price Waterhouse 1979 - 1984
Skills
Mergers & Acquisitions, Corporate Finance, Equities, Mergers, Private Equity, Investments, Bankruptcy, Investment Banking, Financial Transactions, Business Valuation, Management, Valuation, Leveraged Finance, Restructuring, Enterprise Software, Finance, Business Strategy, Due Diligence, Real Estate, Forensic Accounting, LBO, Divestitures, Financial Modeling, Portfolio Management, Credit Analysis, Private Placements, Financial Analysis
Education
Boston University - School of Management 1976 — 1979
BA/BS, Accounting
TrueNorth Capital Partners LLC April 2009 - Present
Knox & Co. 1992 - 2009
Basix Corparation (NYSE) 1984 - 1986
Price Waterhouse 1979 - 1984
Skills
Mergers & Acquisitions, Corporate Finance, Equities, Mergers, Private Equity, Investments, Bankruptcy, Investment Banking, Financial Transactions, Business Valuation, Management, Valuation, Leveraged Finance, Restructuring, Enterprise Software, Finance, Business Strategy, Due Diligence, Real Estate, Forensic Accounting, LBO, Divestitures, Financial Modeling, Portfolio Management, Credit Analysis, Private Placements, Financial Analysis
Education
Boston University - School of Management 1976 — 1979
BA/BS, Accounting
Peni Garber's Price Waterhouse Experience September 1985 - November 1990
Job Partner at ABRY Partners
Industry Venture Capital & Private Equity
Experience
ABRY Partners November 1990 - May 2012
Price Waterhouse September 1985 - November 1990
Education
Bryant University 1981 — 1985
BS, Business Administration/Accounting
ABRY Partners November 1990 - May 2012
Price Waterhouse September 1985 - November 1990
Education
Bryant University 1981 — 1985
BS, Business Administration/Accounting
Joseph Nogues's Price Waterhouse Experience 1979 - 1990
Job Chief Financial Officer
Industry Construction
Experience
Skanska USA Civil West Inc. April 2005 - Present
Price Waterhouse 1979 - 1990
Education
California State University-Fullerton 1974 — 1979
Skanska USA Civil West Inc. April 2005 - Present
Price Waterhouse 1979 - 1990
Education
California State University-Fullerton 1974 — 1979
Scott Holden's Price Waterhouse Experience June 1995 - May 1997
Job Vice President Finance Medimedia Managed Markets and Complete Healthcare Communications Group
Industry Accounting
Experience
Surviving Strong (Non- Profit) April 2009 - Present
MediMedia Managed Care 2006 - Present
MediMedia USA June 2004 - Present
MediMedia USA 2004 - 2010
MediMedia USA June 2003 - June 2004
Wyeth Research May 1999 - June 2003
Johnson & Johnson May 1997 - May 1999
Price Waterhouse June 1995 - May 1997
Skills
Budget, Financial Accounting, Managed Care, Sarbanes-Oxley Act, Forecasting, Financial Analysis, Pharmaceutical Industry, Financial Reporting, Internal Controls, Process Improvement, Strategic Planning, Managerial Finance, Business Planning, Cross-functional Team..., Accounting, Management, Budgets, Analysis
Education
Fairleigh Dickinson University 1998 — 2000
MBA, Marketing
Bucknell University 1991 — 1995
BS, Accounting
Surviving Strong (Non- Profit) April 2009 - Present
MediMedia Managed Care 2006 - Present
MediMedia USA June 2004 - Present
MediMedia USA 2004 - 2010
MediMedia USA June 2003 - June 2004
Wyeth Research May 1999 - June 2003
Johnson & Johnson May 1997 - May 1999
Price Waterhouse June 1995 - May 1997
Skills
Budget, Financial Accounting, Managed Care, Sarbanes-Oxley Act, Forecasting, Financial Analysis, Pharmaceutical Industry, Financial Reporting, Internal Controls, Process Improvement, Strategic Planning, Managerial Finance, Business Planning, Cross-functional Team..., Accounting, Management, Budgets, Analysis
Education
Fairleigh Dickinson University 1998 — 2000
MBA, Marketing
Bucknell University 1991 — 1995
BS, Accounting
Charlotte Reith's Price Waterhouse Experience July 1983 - January 1985
Job Vice President at The Reith Company
Industry Accounting
Experience
The Reith Company April 2001 - Present
Universal Pictures November 1997 - March 2001
Universal Pictures June 1996 - October 1997
Universal Pictures Marketing February 1987 - May 1996
Universal Pictures January 1985 - January 1987
Price Waterhouse July 1983 - January 1985
Main Hurdman January 1982 - May 1983
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Due Diligence, Tax, Mergers & Acquisitions, Internal Controls, Valuation, Sarbanes-Oxley Act, Tax Preparation, QuickBooks, Small Business, Financial Modeling, Internal Audit, Start-ups, Litigation Support, Finance, Cash Flow, Strategic Planning, Nonprofits, CPA, Strategic Financial..., Business Strategy, Business Development
Education
California State University-Hayward 1981 — 1982
BS, Business Administration with an option in Accounting
California State University-Northridge 1975 — 1981
Business Administration, Accounting Option
The Reith Company April 2001 - Present
Universal Pictures November 1997 - March 2001
Universal Pictures June 1996 - October 1997
Universal Pictures Marketing February 1987 - May 1996
Universal Pictures January 1985 - January 1987
Price Waterhouse July 1983 - January 1985
Main Hurdman January 1982 - May 1983
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Due Diligence, Tax, Mergers & Acquisitions, Internal Controls, Valuation, Sarbanes-Oxley Act, Tax Preparation, QuickBooks, Small Business, Financial Modeling, Internal Audit, Start-ups, Litigation Support, Finance, Cash Flow, Strategic Planning, Nonprofits, CPA, Strategic Financial..., Business Strategy, Business Development
Education
California State University-Hayward 1981 — 1982
BS, Business Administration with an option in Accounting
California State University-Northridge 1975 — 1981
Business Administration, Accounting Option
Edward Lill's Price Waterhouse Experience 1987 - 1989
Job VP Tax | Senior Tax Executive
Industry Renewables & Environment
Experience
Covanta Holding Corp 2006 - 2013
Celanese Americas Corporation 2000 - 2006
Nabisco 1989 - 2000
Price Waterhouse 1987 - 1989
Deloitte 1983 - 1987
Skills
Corporate Taxation, Income Tax, Tax Advisory, Tax Accounting, International Tax, Mergers & Acquisitions, Restructuring, SEC filings, Financial Reporting, Accounting, Due Diligence, Internal Controls, Sarbanes-Oxley, US GAAP, Financial Analysis, Consolidation, Tax
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance and Public Management
Bowdoin College 1977 — 1981
AB, Economics
Delbarton
IES- London
Economics
Covanta Holding Corp 2006 - 2013
Celanese Americas Corporation 2000 - 2006
Nabisco 1989 - 2000
Price Waterhouse 1987 - 1989
Deloitte 1983 - 1987
Skills
Corporate Taxation, Income Tax, Tax Advisory, Tax Accounting, International Tax, Mergers & Acquisitions, Restructuring, SEC filings, Financial Reporting, Accounting, Due Diligence, Internal Controls, Sarbanes-Oxley, US GAAP, Financial Analysis, Consolidation, Tax
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance and Public Management
Bowdoin College 1977 — 1981
AB, Economics
Delbarton
IES- London
Economics
Rick Vitelle's Price Waterhouse Experience 1977 - 1986
Job Executive VP, CFO & Secretary at CalAmp Corp.
Industry Wireless
Experience
CalAmp Corp. July 2001 - Present
Smtek International, Inc. 1996 - 2001
DDL Electronics, Inc. 1986 - 1992
Price Waterhouse 1977 - 1986
Education
University of California, Los Angeles
MBA
California State Polytechnic University-Pomona
BSBA, Accounting
CalAmp Corp. July 2001 - Present
Smtek International, Inc. 1996 - 2001
DDL Electronics, Inc. 1986 - 1992
Price Waterhouse 1977 - 1986
Education
University of California, Los Angeles
MBA
California State Polytechnic University-Pomona
BSBA, Accounting
Elaine Patterson's Price Waterhouse Experience May 1978 - October 1981
Job Executive Coach
Industry Professional Training & Coaching
Experience
The Leading Edge August 2007 - Present
World Bank February 1982 - June 2007
Price Waterhouse May 1978 - October 1981
Skills
Executive Coaching, Multi-cultural team..., Leadership Development, Workshop Facilitation, Strategic Planning, Team Building, Executive Development, Strategy, Organizational..., Career Development, Organizational..., Change Management, Program Management, Human Resources, Emotional Intelligence, Consulting, Culture Change, Management Consulting, Training
Education
Georgetown University 2005 — 2005
Leadership Coaching
The George Washington University - School of Business 1974 — 1978
MBA, Accounting and Business/Management
Bucknell University 1969 — 1973
BS, Biology
Persuasion Engineering with Richard Bandler
The Leading Edge August 2007 - Present
World Bank February 1982 - June 2007
Price Waterhouse May 1978 - October 1981
Skills
Executive Coaching, Multi-cultural team..., Leadership Development, Workshop Facilitation, Strategic Planning, Team Building, Executive Development, Strategy, Organizational..., Career Development, Organizational..., Change Management, Program Management, Human Resources, Emotional Intelligence, Consulting, Culture Change, Management Consulting, Training
Education
Georgetown University 2005 — 2005
Leadership Coaching
The George Washington University - School of Business 1974 — 1978
MBA, Accounting and Business/Management
Bucknell University 1969 — 1973
BS, Biology
Persuasion Engineering with Richard Bandler
Linda Pizzorni's Price Waterhouse Experience October 1984 - May 1987
Job VP, Chief Information Officer at United Way of MiamiDade
Industry Nonprofit Organization Management
Experience
United Way of Miami-Dade May 2005 - Present
Innovative Technology Italia September 1994 - December 1999
WestLB (Europa) Milan, Italy March 1989 - May 1994
Price Waterhouse October 1984 - May 1987
Education
Boston University Questrom School of Business 1983 — 1984
MS MIS, Management Information Systems
Boston University Questrom School of Business 1979 — 1983
BS BA, Finance
United Way of Miami-Dade May 2005 - Present
Innovative Technology Italia September 1994 - December 1999
WestLB (Europa) Milan, Italy March 1989 - May 1994
Price Waterhouse October 1984 - May 1987
Education
Boston University Questrom School of Business 1983 — 1984
MS MIS, Management Information Systems
Boston University Questrom School of Business 1979 — 1983
BS BA, Finance
Grant Buerstetta's Price Waterhouse Experience September 1990 - August 1993
Job Partner at Blank Rome LLP
Industry Law Practice
Experience
Blank Rome LLP July 2009 - Present
Clifford Chance US LLP July 2003 - June 2009
Clifford Chance March 2000 - July 2003
Schulte Roth & Zabel LLP September 1996 - March 2000
Price Waterhouse September 1990 - August 1993
Skills
Private Equity, CDO, Capital Markets, Securities Regulation, Structured Finance, Securitization, Hedge Funds, Alternative Investments, Investments
Education
Boston University School of Law
JD
Lehigh University
BS, Business and Economics
Blank Rome LLP July 2009 - Present
Clifford Chance US LLP July 2003 - June 2009
Clifford Chance March 2000 - July 2003
Schulte Roth & Zabel LLP September 1996 - March 2000
Price Waterhouse September 1990 - August 1993
Skills
Private Equity, CDO, Capital Markets, Securities Regulation, Structured Finance, Securitization, Hedge Funds, Alternative Investments, Investments
Education
Boston University School of Law
JD
Lehigh University
BS, Business and Economics
Chris Syfert's Price Waterhouse Experience July 1972 - May 1975
Job Official timer at IMSA/American LeMans Series
Industry Sports
Experience
IMSA/American LeMans Series March 2004 - Present
Ilmor Engineering Inc. March 2003 - Present
Motorsports Hall of Fame of America 1990 - Present
Michigan National Corporation 1985 - 2002
Advance Mortgage Corporation July 1976 - December 1984
Price Waterhouse July 1972 - May 1975
Education
Bucknell University 1968 — 1972
Walsh College of Accountancy and Business Administration
IMSA/American LeMans Series March 2004 - Present
Ilmor Engineering Inc. March 2003 - Present
Motorsports Hall of Fame of America 1990 - Present
Michigan National Corporation 1985 - 2002
Advance Mortgage Corporation July 1976 - December 1984
Price Waterhouse July 1972 - May 1975
Education
Bucknell University 1968 — 1972
Walsh College of Accountancy and Business Administration
Cheryl Diggs-Hughes's Price Waterhouse Experience January 1991 - August 1993
Job Senior Tax Manager at Farmers Insurance
Industry Accounting
Experience
Farmers Insurance Group of Companies 2008 - Present
Ameron International 1997 - 2008
Farmers Insurance Group of Companies 1996 - 1997
Southern California Edison (SCE) 1993 - 1996
Price Waterhouse January 1991 - August 1993
Grant Thornton LLP 1988 - 1991
Internal Revenue Service 1986 - 1988
Skills
Tax, Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Reporting, GAAP, Microsoft Excel, General Ledger, Mergers, Payroll, Income Tax, Tax Preparation, Budgets, Auditing, Tax Advisory, FIN 48, US GAAP, International Tax, FAS109, Tax Research, Tax Accounting, SEC filings, Corporate Tax
Education
USC 1989 — 1991
MBT, Taxation
California State University-Fullerton - College of Business and Economics 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Farmers Insurance Group of Companies 2008 - Present
Ameron International 1997 - 2008
Farmers Insurance Group of Companies 1996 - 1997
Southern California Edison (SCE) 1993 - 1996
Price Waterhouse January 1991 - August 1993
Grant Thornton LLP 1988 - 1991
Internal Revenue Service 1986 - 1988
Skills
Tax, Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Reporting, GAAP, Microsoft Excel, General Ledger, Mergers, Payroll, Income Tax, Tax Preparation, Budgets, Auditing, Tax Advisory, FIN 48, US GAAP, International Tax, FAS109, Tax Research, Tax Accounting, SEC filings, Corporate Tax
Education
USC 1989 — 1991
MBT, Taxation
California State University-Fullerton - College of Business and Economics 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Marty Estkowski's Price Waterhouse Experience 1981 - 1984
Job corporate controller at ultra clean technology
Industry Machinery
Experience
ultra clean technology corporate controllerSaba Software, Inc.2005 - 2006
Ariba, Inc. 2000 - 2004
Infoseek 1999 - 2000
RasterOps/Truevision 1988 - 1995
Price Waterhouse 1981 - 1984
Skills
Revenue Recognition, Forecasting, SEC filings, Financial Analysis, Accounting, Budgets, Financial Modeling, Auditing, General Ledger, Financial Reporting, ERP, Strategic Planning, Finance, Process Improvement
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor of Science (BS), Accounting and Finance
Foothill College 1976 — 1979
Aerospace, Aeronautical and Astronautical Engineering
ultra clean technology corporate controllerSaba Software, Inc.2005 - 2006
Ariba, Inc. 2000 - 2004
Infoseek 1999 - 2000
RasterOps/Truevision 1988 - 1995
Price Waterhouse 1981 - 1984
Skills
Revenue Recognition, Forecasting, SEC filings, Financial Analysis, Accounting, Budgets, Financial Modeling, Auditing, General Ledger, Financial Reporting, ERP, Strategic Planning, Finance, Process Improvement
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor of Science (BS), Accounting and Finance
Foothill College 1976 — 1979
Aerospace, Aeronautical and Astronautical Engineering
Laura Tyrpin's Price Waterhouse Experience October 1995 - May 1998
Job Sr. Consultant at Towers Watson
Industry Insurance
Experience
Towers Watson June 1998 - Present
Towers Perrin 1998 - 2008
Price Waterhouse October 1995 - May 1998
Unum January 1990 - October 1995
Unisys June 1987 - January 1990
Skills
Employee Benefits, Human Resources, Program Management, Insurance, Claim, Risk Management, Claims Management, Business Planning, Benefits Administration, Health Insurance, Life Insurance, Process Improvement, Actuarial Science, Defined Benefit, Leadership, Consulting, Change Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
MBA, Finance, General
Bradley University 1983 — 1987
BS, Finance
AHS
Towers Watson June 1998 - Present
Towers Perrin 1998 - 2008
Price Waterhouse October 1995 - May 1998
Unum January 1990 - October 1995
Unisys June 1987 - January 1990
Skills
Employee Benefits, Human Resources, Program Management, Insurance, Claim, Risk Management, Claims Management, Business Planning, Benefits Administration, Health Insurance, Life Insurance, Process Improvement, Actuarial Science, Defined Benefit, Leadership, Consulting, Change Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
MBA, Finance, General
Bradley University 1983 — 1987
BS, Finance
AHS
Alana Harder-washington's Price Waterhouse Experience 1983 - June 1997
Job HR Director at Caplin & Drysdale, Chartered
Industry Legal Services
Experience
Caplin & Drysdale, Chartered November 2007 - Present
ALA Capital Chapter 2015 - 2015
Beveridge & Diamond, P.C. September 2003 - November 2007
Council on Foundations February 1998 - July 2003
Price Waterhouse 1983 - June 1997
Skills
Human Resources, Policy, Employee Relations, Nonprofits, Onboarding, Recruiting, Employee Benefits, Applicant Tracking..., Talent Acquisition, HRIS, Strategic Planning, Legal Writing, Temporary Placement, Budgets, Change Management, Talent Management, Organizational..., Deferred Compensation
Education
University of Maryland University College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bowie State University
B.S., Business Management / Staffing and Industrial Relations
Caplin & Drysdale, Chartered November 2007 - Present
ALA Capital Chapter 2015 - 2015
Beveridge & Diamond, P.C. September 2003 - November 2007
Council on Foundations February 1998 - July 2003
Price Waterhouse 1983 - June 1997
Skills
Human Resources, Policy, Employee Relations, Nonprofits, Onboarding, Recruiting, Employee Benefits, Applicant Tracking..., Talent Acquisition, HRIS, Strategic Planning, Legal Writing, Temporary Placement, Budgets, Change Management, Talent Management, Organizational..., Deferred Compensation
Education
University of Maryland University College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bowie State University
B.S., Business Management / Staffing and Industrial Relations
Duane Keathley's Price Waterhouse Experience 1982 - 1985
Job Senior Director/Principal at Cushman & Wakefield/Pacific
Industry Real Estate
Experience
Cushman & Wakefield/Pacific August 2012 - Present
CBRE September 1985 - August 2012
Price Waterhouse 1982 - 1985
Skills
Real Estate, Budgets, Real Estate Transactions, Landlords, Property Management, Real Estate Economics, Tenant Representation, Investment Properties, Due Diligence, Lease Negotiations, Lease Administration, Shopping Centers, Financial Analysis, Appraisals, Valuation
Education
California State University-Fresno 1979 — 1982
BS, Accounting
Cushman & Wakefield/Pacific August 2012 - Present
CBRE September 1985 - August 2012
Price Waterhouse 1982 - 1985
Skills
Real Estate, Budgets, Real Estate Transactions, Landlords, Property Management, Real Estate Economics, Tenant Representation, Investment Properties, Due Diligence, Lease Negotiations, Lease Administration, Shopping Centers, Financial Analysis, Appraisals, Valuation
Education
California State University-Fresno 1979 — 1982
BS, Accounting
Sarah Jessup's Price Waterhouse Experience 1992 - 1996
Job Chief Operating Officer at GO Campaign
Industry Computer Software
Experience
GO Campaign January 2015 - Present
GO Campaign May 2013 - December 2014
OPCC 2010 - December 2014
DRL Software Solutions LLP 2012 - May 2013
Main Point Systems, Inc. 2005 - December 2011
OPCC (formerly Ocean Park Community Center) 2005 - 2009
Main Point Systems, Inc. 2004 - 2005
GenSys Software, Inc. 2001 - 2004
Aptium Oncology 1996 - 2001
Price Waterhouse 1992 - 1996
Education
California State University-Dominguez Hills 1986 — 1992
BS, Accounting
GO Campaign January 2015 - Present
GO Campaign May 2013 - December 2014
OPCC 2010 - December 2014
DRL Software Solutions LLP 2012 - May 2013
Main Point Systems, Inc. 2005 - December 2011
OPCC (formerly Ocean Park Community Center) 2005 - 2009
Main Point Systems, Inc. 2004 - 2005
GenSys Software, Inc. 2001 - 2004
Aptium Oncology 1996 - 2001
Price Waterhouse 1992 - 1996
Education
California State University-Dominguez Hills 1986 — 1992
BS, Accounting
Beth Metko's Price Waterhouse Experience 1986 - 1992
Job Accountant at Carestream Health
Industry Consumer Goods
Experience
Carestream Health March 2012 - Present
Eastman Kodak May 1992 - March 2012
Price Waterhouse 1986 - 1992
Skills
Financial Analysis, Accounting, SAP, Auditing, Forecasting, CPA, Finance, Process Improvement
Education
Bucknell University 1982 — 1986
BSBA, Accounting
Carestream Health March 2012 - Present
Eastman Kodak May 1992 - March 2012
Price Waterhouse 1986 - 1992
Skills
Financial Analysis, Accounting, SAP, Auditing, Forecasting, CPA, Finance, Process Improvement
Education
Bucknell University 1982 — 1986
BSBA, Accounting
John Stephens's Price Waterhouse Experience December 1996 - July 1997
Job Principal SAP Security / GRC / SOX Consultant at Hermosa Beach Consulting Group LLC
Industry Information Technology and Services
Experience
Hermosa Beach Consulting Group LLC March 2007 - Present
Blue Line Consulting Company March 2004 - Present
HPC America May 1998 - January 2004
Price Waterhouse December 1996 - July 1997
Skills
SAP R/3, SAP BW, SAP Implementation, SAP, ECC, ABAP, SAP BI, SAP Security..., SAP GRC Access Control, SAP GRC Process Controls, SAP Business Objects..., SAP Portal, SAP ERP, SAP Netweaver, SAP HR, SAP GRC GTS, SAP Risk Assessment, Sarbanes-Oxley, Segregation of Duties, Military Data..., ITAR, BAFA, Virsa, SAP Risk Analysis, SAP GRC, GRC, SAP APO, SAP CRM, SAP FPN, SAP SSO, SAP Solution Manager, SAP SRM, Sarbanes-Oxley Act, CRM, Business Intelligence
Education
California State University-Chico 1994 — 1998
BA, Business Admin: MIS and Accounting
Hermosa Beach Consulting Group LLC March 2007 - Present
Blue Line Consulting Company March 2004 - Present
HPC America May 1998 - January 2004
Price Waterhouse December 1996 - July 1997
Skills
SAP R/3, SAP BW, SAP Implementation, SAP, ECC, ABAP, SAP BI, SAP Security..., SAP GRC Access Control, SAP GRC Process Controls, SAP Business Objects..., SAP Portal, SAP ERP, SAP Netweaver, SAP HR, SAP GRC GTS, SAP Risk Assessment, Sarbanes-Oxley, Segregation of Duties, Military Data..., ITAR, BAFA, Virsa, SAP Risk Analysis, SAP GRC, GRC, SAP APO, SAP CRM, SAP FPN, SAP SSO, SAP Solution Manager, SAP SRM, Sarbanes-Oxley Act, CRM, Business Intelligence
Education
California State University-Chico 1994 — 1998
BA, Business Admin: MIS and Accounting
Andrew Seelos's Price Waterhouse Experience December 1993 - March 1997
Job Assistant VP and Controller at Nutraceutical Corporation
Industry Accounting
Experience
Nutraceutical Corporation March 1997 - Present
Price Waterhouse December 1993 - March 1997
Skills
Auditing, CPA, GAAP, SEC filings, Financial Reporting, Internal Controls, Strategic Leadership, Mergers, Sarbanes-Oxley Act, Management, Accounting, XBRL
Education
Brigham Young University 1989 — 2003
Masters, Accounting
Nutraceutical Corporation March 1997 - Present
Price Waterhouse December 1993 - March 1997
Skills
Auditing, CPA, GAAP, SEC filings, Financial Reporting, Internal Controls, Strategic Leadership, Mergers, Sarbanes-Oxley Act, Management, Accounting, XBRL
Education
Brigham Young University 1989 — 2003
Masters, Accounting
Luciano Cintron's Price Waterhouse Experience January 1982 - July 1986
Job Chief Operating Officer at Davidsohn Global Technologies
Industry Computer Software
Experience
Davidsohn Global Technologies August 2006 - Present
The Davidsohn Group August 2006 - December 2008
Merrill Lynch 1998 - 2006
Merrill Lynch 1998 - 2006
Merrill Lynch August 1986 - August 2004
Price Waterhouse January 1982 - July 1986
PriceWaterhouse 1982 - 1986
Skills
Equities, Prime Brokerage, Securities, Hedge Funds, Capital Markets, Trading, Portfolio Management, Investment Banking, Risk Management, Series 7, Securities Lending, Equity Trading, Financial Services, Program Management, Financial Risk, Trading Systems, Executive Management, Options, Market Data, Governance, Finance, Back Office, Fixed Income, Middle Office, Asset Management, Banking, Electronic Trading, Management, Management Consulting, IT Strategy, Strategy, Mutual Funds
Education
Brown University
Davidsohn Global Technologies August 2006 - Present
The Davidsohn Group August 2006 - December 2008
Merrill Lynch 1998 - 2006
Merrill Lynch 1998 - 2006
Merrill Lynch August 1986 - August 2004
Price Waterhouse January 1982 - July 1986
PriceWaterhouse 1982 - 1986
Skills
Equities, Prime Brokerage, Securities, Hedge Funds, Capital Markets, Trading, Portfolio Management, Investment Banking, Risk Management, Series 7, Securities Lending, Equity Trading, Financial Services, Program Management, Financial Risk, Trading Systems, Executive Management, Options, Market Data, Governance, Finance, Back Office, Fixed Income, Middle Office, Asset Management, Banking, Electronic Trading, Management, Management Consulting, IT Strategy, Strategy, Mutual Funds
Education
Brown University
Judith Watts's Price Waterhouse Experience October 1984 - August 1989
Job Tax Director at RTI International Metals
Industry Mining & Metals
Experience
Alcoa Inc. July 2015 - Present
RTI International Metals September 2013 - July 2015
ANSYS Inc. July 2012 - September 2013
Deloitte Tax LLP 2000 - August 2012
Kvaerner January 1995 - September 2000
General Nutrition Inc. December 1993 - December 1994
Kvaerner September 1989 - November 1993
Price Waterhouse October 1984 - August 1989
Skills
International Tax, Corporate Tax, IFRS, Tax, Accounting, Financial Planners, Tax Research, GAAP, Tax Law, Tax Accounting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, CPA, Business Valuation, Transfer Pricing, Auditing, Income Tax, SEC filings, Big 4, FIN 48, Tax Advisory, US GAAP, Corporate Finance, US Tax
Education
Bucknell University
BSBA, Accounting
Alcoa Inc. July 2015 - Present
RTI International Metals September 2013 - July 2015
ANSYS Inc. July 2012 - September 2013
Deloitte Tax LLP 2000 - August 2012
Kvaerner January 1995 - September 2000
General Nutrition Inc. December 1993 - December 1994
Kvaerner September 1989 - November 1993
Price Waterhouse October 1984 - August 1989
Skills
International Tax, Corporate Tax, IFRS, Tax, Accounting, Financial Planners, Tax Research, GAAP, Tax Law, Tax Accounting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, CPA, Business Valuation, Transfer Pricing, Auditing, Income Tax, SEC filings, Big 4, FIN 48, Tax Advisory, US GAAP, Corporate Finance, US Tax
Education
Bucknell University
BSBA, Accounting
Paul Rocheleau's Price Waterhouse Experience August 1980 - September 1983
Job CFO at Habco
Industry Financial Services
Experience
Habco October 2010 - Present
Rocheleau Associates Consulting Services January 2009 - Present
Travis Mortgage May 2006 - December 2008
Bohan & Bradstreet August 2005 - May 2006
American Payment Systems/CheckFree April 1999 - May 2004
Price Waterhouse August 1980 - September 1983
Skills
Finance, Strategic Financial..., Credit, CPA, Financial Analysis, Tax, Business Development, Management, Small Business, Consulting, Auditing, Accounting, Financial Reporting, Forecasting, Microsoft Office
Education
Bryant University 1976 — 1980
B.S., Accounting
Habco October 2010 - Present
Rocheleau Associates Consulting Services January 2009 - Present
Travis Mortgage May 2006 - December 2008
Bohan & Bradstreet August 2005 - May 2006
American Payment Systems/CheckFree April 1999 - May 2004
Price Waterhouse August 1980 - September 1983
Skills
Finance, Strategic Financial..., Credit, CPA, Financial Analysis, Tax, Business Development, Management, Small Business, Consulting, Auditing, Accounting, Financial Reporting, Forecasting, Microsoft Office
Education
Bryant University 1976 — 1980
B.S., Accounting
William J. Bill Doll's Price Waterhouse Experience 1983 - 1986
Job Tax Director
Industry Accounting
Experience
Open to Senior Tax Professional Opportunities May 2010 - Present
Eclipsys 2007 - 2010
Avado Brands 1999 - 2007
Lodgian (formerly Servico Hotels and Resorts), 1986 - 1999
Price Waterhouse 1983 - 1986
Skills
Sarbanes-Oxley Act, Tax, Financial Reporting, Accounting, Accounting for Income..., Tax Compliance & Exams, Tax Planning, International Tax, Uncertain Tax Positions, Tax Provision, Restructuring, Mergers and Acquistions, Sales & Use Tax, Property Tax, Leadership, Due Diligence, Income Tax, CPA, General Ledger, Auditing, Financial Planners, SEC filings, Mergers & Acquisitions, Transfer Pricing, Finance, Financial Statements, GAAP, Tax Returns, US GAAP, Revenue Recognition, Tax Research, Sarbanes-Oxley, Financial Planning, Internal Controls, Corporate Tax
Education
Brigham Young University 1979 — 1983
Master of Accountancy with Tax Specialty, Bachelor of Science with Accounting Major, Taxation and Accounting
Open to Senior Tax Professional Opportunities May 2010 - Present
Eclipsys 2007 - 2010
Avado Brands 1999 - 2007
Lodgian (formerly Servico Hotels and Resorts), 1986 - 1999
Price Waterhouse 1983 - 1986
Skills
Sarbanes-Oxley Act, Tax, Financial Reporting, Accounting, Accounting for Income..., Tax Compliance & Exams, Tax Planning, International Tax, Uncertain Tax Positions, Tax Provision, Restructuring, Mergers and Acquistions, Sales & Use Tax, Property Tax, Leadership, Due Diligence, Income Tax, CPA, General Ledger, Auditing, Financial Planners, SEC filings, Mergers & Acquisitions, Transfer Pricing, Finance, Financial Statements, GAAP, Tax Returns, US GAAP, Revenue Recognition, Tax Research, Sarbanes-Oxley, Financial Planning, Internal Controls, Corporate Tax
Education
Brigham Young University 1979 — 1983
Master of Accountancy with Tax Specialty, Bachelor of Science with Accounting Major, Taxation and Accounting
Helen Hayes's Price Waterhouse Experience July 1986 - April 1991
Job Senior Tax Director at CoreMark International
Industry Accounting
Experience
Core-Mark International February 2012 - Present
Golden Gate University August 2009 - April 2015
Ernst & Young September 2004 - February 2012
Yamanouchi May 1991 - September 2004
Price Waterhouse July 1986 - April 1991
Skills
Income Tax, Tax, Accounting, Tax Compliance, Corporate Tax, Tax Advisory, CPA, Tax Accounting, Tax Research, GAAP, International Tax, US GAAP, Tax Preparation
Education
California State University-Hayward 1984 — 1986
MBA, Taxation
University of California, Berkeley 1978 — 1982
BA, Statistics
Piedmont High School
Core-Mark International February 2012 - Present
Golden Gate University August 2009 - April 2015
Ernst & Young September 2004 - February 2012
Yamanouchi May 1991 - September 2004
Price Waterhouse July 1986 - April 1991
Skills
Income Tax, Tax, Accounting, Tax Compliance, Corporate Tax, Tax Advisory, CPA, Tax Accounting, Tax Research, GAAP, International Tax, US GAAP, Tax Preparation
Education
California State University-Hayward 1984 — 1986
MBA, Taxation
University of California, Berkeley 1978 — 1982
BA, Statistics
Piedmont High School
Carrie Henderson's Price Waterhouse Experience 1983 - 1985
Job President at Red Leaf Group LLC
Industry Financial Services
Experience
Red Leaf Group LLC September 2009 - Present
State of Indiana February 2009 - August 2009
State - Indiana Dept of Administration May 2006 - February 2009
Indiana Finance Authority April 2005 - May 2006
T.M. Englehart Corp. June 1996 - April 2005
Raffensperger Hughes & Company 1988 - 1990
Indiana National Bank 1985 - 1988
Price Waterhouse 1983 - 1985
Education
Butler University 1979 — 1983
BS, Accounting
Red Leaf Group LLC September 2009 - Present
State of Indiana February 2009 - August 2009
State - Indiana Dept of Administration May 2006 - February 2009
Indiana Finance Authority April 2005 - May 2006
T.M. Englehart Corp. June 1996 - April 2005
Raffensperger Hughes & Company 1988 - 1990
Indiana National Bank 1985 - 1988
Price Waterhouse 1983 - 1985
Education
Butler University 1979 — 1983
BS, Accounting
Charlie Balquist, CPA's Price Waterhouse Experience January 1997 - May 1998
Job Senior Tax Accountant at Holland & Associates
Industry Accounting
Experience
Holland & Associates Certified Public Accountants, Inc. October 2010 - Present
Chiorini, Hunt & Jacobs - Business Consultants, CPA's November 2009 - August 2010
Hood & Strong LLP August 2004 - May 2009
Gallina LLP August 1998 - June 2004
Price Waterhouse January 1997 - May 1998
Skills
Revenue Recognition, GAAP, US GAAP, Sarbanes-Oxley Act, Consolidation, SOX 404, FASB, Partnership Taxation, Transfer Pricing, External Audit, Tax Returns, Tax Research, ProSystem fx Tax, Variance Analysis, Cash Flow, Financial Analysis, S Corporations, Fixed Assets, Financial Statements, Tax Preparation
Education
California State University-East Bay 1992 — 1995
MBA, Taxation
San Jose State University 1984 — 1988
BS, Business Management
Holland & Associates Certified Public Accountants, Inc. October 2010 - Present
Chiorini, Hunt & Jacobs - Business Consultants, CPA's November 2009 - August 2010
Hood & Strong LLP August 2004 - May 2009
Gallina LLP August 1998 - June 2004
Price Waterhouse January 1997 - May 1998
Skills
Revenue Recognition, GAAP, US GAAP, Sarbanes-Oxley Act, Consolidation, SOX 404, FASB, Partnership Taxation, Transfer Pricing, External Audit, Tax Returns, Tax Research, ProSystem fx Tax, Variance Analysis, Cash Flow, Financial Analysis, S Corporations, Fixed Assets, Financial Statements, Tax Preparation
Education
California State University-East Bay 1992 — 1995
MBA, Taxation
San Jose State University 1984 — 1988
BS, Business Management
Linda Dunne's Price Waterhouse Experience August 1981 - May 1998
Job CPA
Industry Accounting
Experience
Roth & Spellman September 2008 - Present
Price Waterhouse August 1981 - May 1998
Skills
Accounting, Tax Preparation, Tax, Income Tax, Tax Returns, Corporate Tax, Financial Reporting, Partnership Taxation, CPA, GAAP, S Corporations, QuickBooks, US GAAP, Tax Accounting, Tax Research, Internal Controls
Education
Fairleigh Dickinson University 2008 — 2011
Master of Science (M.S.), Taxation
Bucknell University 1977 — 1981
BSBA, Accounting
Roth & Spellman September 2008 - Present
Price Waterhouse August 1981 - May 1998
Skills
Accounting, Tax Preparation, Tax, Income Tax, Tax Returns, Corporate Tax, Financial Reporting, Partnership Taxation, CPA, GAAP, S Corporations, QuickBooks, US GAAP, Tax Accounting, Tax Research, Internal Controls
Education
Fairleigh Dickinson University 2008 — 2011
Master of Science (M.S.), Taxation
Bucknell University 1977 — 1981
BSBA, Accounting
Sandra Rathe's Price Waterhouse Experience August 1994 - July 1995
Job Broker Associate at Esslinger Wooten Maxwell Realtors
Industry Real Estate
Experience
Esslinger Wooten Maxwell Realtors July 2009 - Present
Pratt & Whitney November 1997 - February 2002
Gerber Scientific, Inc February 1997 - November 1997
Caterpillar Inc. September 1994 - January 1997
Price Waterhouse August 1994 - July 1995
Skills
Real Estate Purchases...
Education
Bradley University 1996 — 1998
MBA, Business
George Mason University - School of Business 1989 — 1994
BS, Accounting
Esslinger Wooten Maxwell Realtors July 2009 - Present
Pratt & Whitney November 1997 - February 2002
Gerber Scientific, Inc February 1997 - November 1997
Caterpillar Inc. September 1994 - January 1997
Price Waterhouse August 1994 - July 1995
Skills
Real Estate Purchases...
Education
Bradley University 1996 — 1998
MBA, Business
George Mason University - School of Business 1989 — 1994
BS, Accounting
Kimberly Schott's Price Waterhouse Experience 1980 - 1983
Job Controller at Hope's Door
Industry Nonprofit Organization Management
Experience
Hope's Door 2008 - Present
Homeland Entertainment Group 1996 - 1998
The Walt Disney Company 1988 - 1994
Sunnyside Nursery 1984 - 1988
Price Waterhouse 1980 - 1983
Skills
Accounting, Budgets, Financial Reporting, Financial Analysis, Microsoft Excel, QuickBooks, Grants, Nonprofits, Payroll, Time Management, Forecasting, Cash Flow, Bookkeeping, Tax Returns, Management
Education
California State University-East Bay
Bachelor of Science (B.S.) - with honors, Business Administration and Accounting
Hope's Door 2008 - Present
Homeland Entertainment Group 1996 - 1998
The Walt Disney Company 1988 - 1994
Sunnyside Nursery 1984 - 1988
Price Waterhouse 1980 - 1983
Skills
Accounting, Budgets, Financial Reporting, Financial Analysis, Microsoft Excel, QuickBooks, Grants, Nonprofits, Payroll, Time Management, Forecasting, Cash Flow, Bookkeeping, Tax Returns, Management
Education
California State University-East Bay
Bachelor of Science (B.S.) - with honors, Business Administration and Accounting
Alan Keathley's Price Waterhouse Experience September 1985 - April 1990
Job Partner, Fisher, Keathley & Ross, LLP
Industry Accounting
Experience
Fisher, Keathley & Ross, LLP May 1990 - Present
Price Waterhouse September 1985 - April 1990
Touche Ross September 1983 - September 1985
Education
California State University, Fresno 1980 — 1983
BS, Business Administration
Fisher, Keathley & Ross, LLP May 1990 - Present
Price Waterhouse September 1985 - April 1990
Touche Ross September 1983 - September 1985
Education
California State University, Fresno 1980 — 1983
BS, Business Administration
Sharon Burley's Price Waterhouse Experience 1982 - 1989
Job Managing Director Tax at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2012 - Present
The Blackstone Group May 2008 - December 2011
The Dyson-Kissner-Moran Corporation 1990 - 2008
Price Waterhouse 1982 - 1989
Skills
Hedge Funds, Corporate Finance, Financial Analysis, Private Equity, Financial Modeling, Due Diligence, Fund Of Funds, Forecasting, Business Strategy, Valuation, Investments, Finance, Accounting, Tax, Sarbanes-Oxley Act, Financial Reporting, Corporate Tax, Mergers & Acquisitions, Income Tax, Asset Management, GAAP, Alternative Investments, Fixed Income, Capital Markets, Equities, Auditing, Cash Management
Education
Bucknell University
BSBA
The Blackstone Group January 2012 - Present
The Blackstone Group May 2008 - December 2011
The Dyson-Kissner-Moran Corporation 1990 - 2008
Price Waterhouse 1982 - 1989
Skills
Hedge Funds, Corporate Finance, Financial Analysis, Private Equity, Financial Modeling, Due Diligence, Fund Of Funds, Forecasting, Business Strategy, Valuation, Investments, Finance, Accounting, Tax, Sarbanes-Oxley Act, Financial Reporting, Corporate Tax, Mergers & Acquisitions, Income Tax, Asset Management, GAAP, Alternative Investments, Fixed Income, Capital Markets, Equities, Auditing, Cash Management
Education
Bucknell University
BSBA
Gayle Rocklage's Price Waterhouse Experience 1997 - 1999
Job Sector Information and Collaboration Strategy (Knowledge Management) Sr. Associate at PwC
Industry Accounting
Experience
PwC October 2014 - Present
PwC July 2007 - October 2014
PwC October 2006 - June 2007
PwC February 2005 - October 2006
PwC May 2001 - February 2005
PwC May 1999 - May 2001
Price Waterhouse 1997 - 1999
Price Waterhouse 1993 - 1997
Moore Business Forms 1991 - 1993
Gupta Technologies 1990 - 1991
Skills
Accounting, Business Strategy, Management Consulting, Project Management, Budget management and..., Data management, Event Implementation, Marketing Programs, Financial Reporting, Financial Analysis, Analysis, Forecasting, Marketing
Education
Cal Poly San Luis Obispo
Bachelor's degree, Business/Marketing
PwC October 2014 - Present
PwC July 2007 - October 2014
PwC October 2006 - June 2007
PwC February 2005 - October 2006
PwC May 2001 - February 2005
PwC May 1999 - May 2001
Price Waterhouse 1997 - 1999
Price Waterhouse 1993 - 1997
Moore Business Forms 1991 - 1993
Gupta Technologies 1990 - 1991
Skills
Accounting, Business Strategy, Management Consulting, Project Management, Budget management and..., Data management, Event Implementation, Marketing Programs, Financial Reporting, Financial Analysis, Analysis, Forecasting, Marketing
Education
Cal Poly San Luis Obispo
Bachelor's degree, Business/Marketing
Randall Hayles MBA PMP's Price Waterhouse Experience 1980 - 1985
Job Accomplished Change Leader and Performance Improvement Architect
Industry Executive Office
Experience
TechTransformer 2010 - Present
Morton Buildings, Inc. 2004 - 2009
LR Nelson Corporation 1998 - 2003
Fleming Packaging Corporation 1986 - 1997
Price Waterhouse 1980 - 1985
Skills
Strategic Planning, Change Management, Business Process..., Leading..., Team Building, Values Alignment, Cross Functional..., Project Management, Strategic Partnerships, Business Analysis, Leadership Development..., Leadership, Management Consulting, Organizational..., Corporate Communications, Organizational..., Stakeholder Management, Employee Engagement, Contract Negotiation, Organizational Learning, Innovation Development, E-commerce, RFP Generation, Infrastructure..., Governance, Talent Acquisition, Strategic Roadmaps, Technology Alignment, Management, Career Counseling, Business Continuity..., Vendor Management, ERP, Cross-functional Team...
Education
Bradley University
M.B.A., Business Management / Marketing
Coe College
B.A., Psychology, Biology, General Science
TechTransformer 2010 - Present
Morton Buildings, Inc. 2004 - 2009
LR Nelson Corporation 1998 - 2003
Fleming Packaging Corporation 1986 - 1997
Price Waterhouse 1980 - 1985
Skills
Strategic Planning, Change Management, Business Process..., Leading..., Team Building, Values Alignment, Cross Functional..., Project Management, Strategic Partnerships, Business Analysis, Leadership Development..., Leadership, Management Consulting, Organizational..., Corporate Communications, Organizational..., Stakeholder Management, Employee Engagement, Contract Negotiation, Organizational Learning, Innovation Development, E-commerce, RFP Generation, Infrastructure..., Governance, Talent Acquisition, Strategic Roadmaps, Technology Alignment, Management, Career Counseling, Business Continuity..., Vendor Management, ERP, Cross-functional Team...
Education
Bradley University
M.B.A., Business Management / Marketing
Coe College
B.A., Psychology, Biology, General Science
Charles Rupinski's Price Waterhouse Experience 1993 - 1994
Job Director and Senior AnalystShipping at Global Hunter Securities
Industry Financial Services
Experience
Global Hunter Securities September 2014 - Present
Drewry February 2014 - August 2014
Charles Rupinski February 2010 - January 2014
Maxim Group 2007 - 2010
ForstmannLeff 2000 - 2006
Morgan Stanley 1994 - 1999
Price Waterhouse 1993 - 1994
Skills
Hedge Funds, Portfolio Management, Investments, Capital Markets, Asset Management, Corporate Finance, Derivatives, Options, Equities, Alternative Investments, Valuation
Education
Bowdoin College
A.B. Cum Laude, Government and History
Columbia University - Columbia Business School
MBA, Finance
University of Cambridge
MPhil, Social and Political Theory
Global Hunter Securities September 2014 - Present
Drewry February 2014 - August 2014
Charles Rupinski February 2010 - January 2014
Maxim Group 2007 - 2010
ForstmannLeff 2000 - 2006
Morgan Stanley 1994 - 1999
Price Waterhouse 1993 - 1994
Skills
Hedge Funds, Portfolio Management, Investments, Capital Markets, Asset Management, Corporate Finance, Derivatives, Options, Equities, Alternative Investments, Valuation
Education
Bowdoin College
A.B. Cum Laude, Government and History
Columbia University - Columbia Business School
MBA, Finance
University of Cambridge
MPhil, Social and Political Theory
Tom Boelsen's Price Waterhouse Experience August 1977 - August 1981
Job Consulting Services
Industry Hospital & Health Care
Experience
Consulting Services August 2012 - Present
CareCentrix December 2010 - August 2012
CareCentrix October 2008 - December 2010
CareCentrix March 2007 - October 2008
CareCentrix November 2002 - March 2007
CMP Media May 2000 - November 2002
Olsten Health Services January 1985 - May 2000
National Broadcasting Company August 1981 - January 1985
Price Waterhouse August 1977 - August 1981
Skills
Leadership, Strategic Planning, Process Improvement, Finance, Managed Care, Financial Analysis, Financial Modeling, Strategy, Medicaid, Financial Reporting, Change Management, Team Building, Medicare
Education
Bryant College 1973 — 1977
BS, Accounting
Consulting Services August 2012 - Present
CareCentrix December 2010 - August 2012
CareCentrix October 2008 - December 2010
CareCentrix March 2007 - October 2008
CareCentrix November 2002 - March 2007
CMP Media May 2000 - November 2002
Olsten Health Services January 1985 - May 2000
National Broadcasting Company August 1981 - January 1985
Price Waterhouse August 1977 - August 1981
Skills
Leadership, Strategic Planning, Process Improvement, Finance, Managed Care, Financial Analysis, Financial Modeling, Strategy, Medicaid, Financial Reporting, Change Management, Team Building, Medicare
Education
Bryant College 1973 — 1977
BS, Accounting
Renee (Cameron) Ruecker's Price Waterhouse Experience 1987 - 1997
Job Dir SEC Reporting at Cesca Therapeutics
Industry Medical Devices
Experience
Thermogenesis August 1997 - Present
Price Waterhouse 1987 - 1997
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
BS, Business Administration
Thermogenesis August 1997 - Present
Price Waterhouse 1987 - 1997
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
BS, Business Administration
Dennis Lindsay's Price Waterhouse Experience July 1977 - April 1989
Job CFO at Nugget Market
Industry Retail
Experience
Nugget Market September 1997 - Present
Down River International January 1990 - September 1997
Price Waterhouse July 1977 - April 1989
Skills
Mergers, Accounting, Forecasting, Due Diligence, Budgeting, Business Planning, Private Equity, Strategic Planning, Valuation, Microsoft Excel, Mergers & Acquisitions, Budgets, Strategic Financial..., Financial Analysis, Corporate Finance, Financial Modeling, Internal Controls, Business Analysis, Cash Flow, Finance, Financial Planning, Management, Financial Reporting, Auditing
Education
California State University-Hayward 1976 — 1977
Master of Business Administration (M.B.A.), Accounting
University of California, Davis 1970 — 1974
Bachelor of Arts (B.A.), Economics
Nugget Market September 1997 - Present
Down River International January 1990 - September 1997
Price Waterhouse July 1977 - April 1989
Skills
Mergers, Accounting, Forecasting, Due Diligence, Budgeting, Business Planning, Private Equity, Strategic Planning, Valuation, Microsoft Excel, Mergers & Acquisitions, Budgets, Strategic Financial..., Financial Analysis, Corporate Finance, Financial Modeling, Internal Controls, Business Analysis, Cash Flow, Finance, Financial Planning, Management, Financial Reporting, Auditing
Education
California State University-Hayward 1976 — 1977
Master of Business Administration (M.B.A.), Accounting
University of California, Davis 1970 — 1974
Bachelor of Arts (B.A.), Economics
Judy O'Malley, CPA's Price Waterhouse Experience January 1985 - January 1989
Job First Year Law Student, Rutgers School of Law Camden, NJ
Industry Accounting
Experience
IRS VITA Volunteer Income Tax Assistance February 2014 - Present
Judy O'Malley, CPA January 2013 - Present
Adjunct Professor, Income Tax Planning Fairleigh Dickenson University April 2013 - 2013
RAI Credit Corp January 1989 - January 1993
Price Waterhouse January 1985 - January 1989
Skills
Accounting, Auditing, SEC filings, CPA, Financial Statements, Finance
Education
Fairleigh Dickinson University-Florham Campus 2010 — 2011
Certificate in Financial Planning, Financial Planning
Caldwell College 2006 — 2011
Post Baccalaureate Teaching Certificate, Elementary Education, Business Administration (K-12)
Manhattan College 1982 — 1985
BS, Accounting; Finance minor
Rutgers University School of Law - Camden
First year law student
IRS VITA Volunteer Income Tax Assistance February 2014 - Present
Judy O'Malley, CPA January 2013 - Present
Adjunct Professor, Income Tax Planning Fairleigh Dickenson University April 2013 - 2013
RAI Credit Corp January 1989 - January 1993
Price Waterhouse January 1985 - January 1989
Skills
Accounting, Auditing, SEC filings, CPA, Financial Statements, Finance
Education
Fairleigh Dickinson University-Florham Campus 2010 — 2011
Certificate in Financial Planning, Financial Planning
Caldwell College 2006 — 2011
Post Baccalaureate Teaching Certificate, Elementary Education, Business Administration (K-12)
Manhattan College 1982 — 1985
BS, Accounting; Finance minor
Rutgers University School of Law - Camden
First year law student
Albert Liguori's Price Waterhouse Experience 1991 - 1994
Job Helping global companies optimize their tax profile
Industry Financial Services
Experience
Alvarez & Marsal Taxand March 2006 - Present
Deloitte 1995 - 2005
Price Waterhouse 1991 - 1994
Skills
International Tax, Corporate Tax, Tax Advisory, Tax, Tax Law, Restructuring, Transfer Pricing, Tax Accounting, Due Diligence, Mergers, Tax Research, Private Equity, Accounting, Finance, Income Tax, Mergers
Education
Brooklyn Law School 1995 — 1999
JD, Law
University of Vermont 1987 — 1991
BS, Business Administration
Alvarez & Marsal Taxand March 2006 - Present
Deloitte 1995 - 2005
Price Waterhouse 1991 - 1994
Skills
International Tax, Corporate Tax, Tax Advisory, Tax, Tax Law, Restructuring, Transfer Pricing, Tax Accounting, Due Diligence, Mergers, Tax Research, Private Equity, Accounting, Finance, Income Tax, Mergers
Education
Brooklyn Law School 1995 — 1999
JD, Law
University of Vermont 1987 — 1991
BS, Business Administration
Ronald Hrehor's Price Waterhouse Experience August 1992 - November 1993
Job at H&H Audit & Consulting
Industry Oil & Energy
Experience
H&H Audit & Consulting November 2005 - Present
R.J. Rudden & Associates November 2003 - November 2005
H&H Energy Consultants November 1993 - November 2003
Price Waterhouse August 1992 - November 1993
United Gas Pipe Line Company November 1987 - November 1987
Natural Gas Pipeline Company August 1968 - November 1987
Education
Northern Michigan University 2008 — 2010
Accounting
University of Houston, C.T. Bauer College of Business 1978 — 1980
MBA
Bradley University 1963 — 1968
BSCE, Civil Engineering
H&H Audit & Consulting November 2005 - Present
R.J. Rudden & Associates November 2003 - November 2005
H&H Energy Consultants November 1993 - November 2003
Price Waterhouse August 1992 - November 1993
United Gas Pipe Line Company November 1987 - November 1987
Natural Gas Pipeline Company August 1968 - November 1987
Education
Northern Michigan University 2008 — 2010
Accounting
University of Houston, C.T. Bauer College of Business 1978 — 1980
MBA
Bradley University 1963 — 1968
BSCE, Civil Engineering
John C. Russell's Price Waterhouse Experience 1989 - 1994
Job CEO & Founder American Legends Park
Industry Sports
Experience
American Legends Park October 2009 - Present
M & M Solutions January 1999 - Present
Fat Boy Fun Entertainment October 2011 - Present
The Provider Alliance / LTC Risk Management June 2002 - February 2009
Xerox / Gyricon Media February 2000 - March 2001
John Widdicomb Company January 1995 - September 1995
Price Waterhouse 1989 - 1994
Honda of America Mfg., Inc. - Engine & Components Plant June 1987 - July 1989
Skills
Entrepreneur, Insurance, Manufacturing Management, Manufacturing, Negotiation, Healthcare, Business Strategy, Team Building
Education
Bowling Green State University 1981 — 1987
BS, Production & Materials Management
American Legends Park October 2009 - Present
M & M Solutions January 1999 - Present
Fat Boy Fun Entertainment October 2011 - Present
The Provider Alliance / LTC Risk Management June 2002 - February 2009
Xerox / Gyricon Media February 2000 - March 2001
John Widdicomb Company January 1995 - September 1995
Price Waterhouse 1989 - 1994
Honda of America Mfg., Inc. - Engine & Components Plant June 1987 - July 1989
Skills
Entrepreneur, Insurance, Manufacturing Management, Manufacturing, Negotiation, Healthcare, Business Strategy, Team Building
Education
Bowling Green State University 1981 — 1987
BS, Production & Materials Management
Donald Machovina's Price Waterhouse Experience August 1960 - November 1963
Job Independent Accounting Professional
Industry Accounting
Experience
Donald J. Machovina, CPA, Inc. June 1979 - Present
Tokyo Shapiro, Inc. February 1977 - June 1981
Courtland Communications Corp. July 1974 - January 1977
Work Wear Corp. September 1967 - June 1974
University Hospitals of Cleveland November 1963 - September 1967
Price Waterhouse August 1960 - November 1963
U.S. Navy January 1955 - January 1957
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, QuickBooks, Income Tax, Auditing, Bookkeeping, Financial Analysis, Financial Accounting, Tax Returns, Internal Controls, Corporate Tax, CPA, General Ledger, Personal Income Tax..., Finance
Education
Bowling Green State University 1957 — 1960
BSBA, Accounting
Donald J. Machovina, CPA, Inc. June 1979 - Present
Tokyo Shapiro, Inc. February 1977 - June 1981
Courtland Communications Corp. July 1974 - January 1977
Work Wear Corp. September 1967 - June 1974
University Hospitals of Cleveland November 1963 - September 1967
Price Waterhouse August 1960 - November 1963
U.S. Navy January 1955 - January 1957
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, QuickBooks, Income Tax, Auditing, Bookkeeping, Financial Analysis, Financial Accounting, Tax Returns, Internal Controls, Corporate Tax, CPA, General Ledger, Personal Income Tax..., Finance
Education
Bowling Green State University 1957 — 1960
BSBA, Accounting
Karen (Lynch) Ghaffari's Price Waterhouse Experience September 1992 - January 1997
Job
Industry Financial Services
Experience
Fitch Ratings August 1997 - January 2011
Deutsche Bank January 1997 - August 1997
Price Waterhouse September 1992 - January 1997
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Credit Analysis, Fixed Income, Valuation, Credit Risk, Capital Markets, Bloomberg, Investment Banking, Derivatives, Finance, Investments
Education
Bucknell University 1988 — 1992
BSBA, Accounting
Fitch Ratings August 1997 - January 2011
Deutsche Bank January 1997 - August 1997
Price Waterhouse September 1992 - January 1997
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Credit Analysis, Fixed Income, Valuation, Credit Risk, Capital Markets, Bloomberg, Investment Banking, Derivatives, Finance, Investments
Education
Bucknell University 1988 — 1992
BSBA, Accounting
Paul Feltenstein's Price Waterhouse Experience September 1975 - October 1980
Job Retired at P&PU Railway
Industry Transportation/Trucking/Railroad
Experience
P&PU Railway October 1980 - March 2011
Price Waterhouse September 1975 - October 1980
Skills
Certified Public...
Education
Northern Illinois University 1975 — 1975
B. S., Accountancy
Northern Illinois University 1971 — 1972
Bachelor of Science (BS), Finance, General
Butler University 1966 — 1969
P&PU Railway October 1980 - March 2011
Price Waterhouse September 1975 - October 1980
Skills
Certified Public...
Education
Northern Illinois University 1975 — 1975
B. S., Accountancy
Northern Illinois University 1971 — 1972
Bachelor of Science (BS), Finance, General
Butler University 1966 — 1969
Craig Boone's Price Waterhouse Experience January 1985 - December 1989
Job Owner at Craig Boone & Associates
Industry Accounting
Experience
Craig Boone & Associates 1994 - Present
Self-employed January 1985 - Present
Price Waterhouse January 1985 - December 1989
Skills
Income Tax, Tax, Tax Preparation, Financial Reporting, Accounting, QuickBooks, Bookkeeping, Corporate Tax, Sales Tax, Tax Returns, Small Business, Partnership Taxation, Payroll Taxes
Education
California State University-Fresno 1983 — 1984
Bachelor of Science (BS), Business Administration - Accounting
Craig Boone & Associates 1994 - Present
Self-employed January 1985 - Present
Price Waterhouse January 1985 - December 1989
Skills
Income Tax, Tax, Tax Preparation, Financial Reporting, Accounting, QuickBooks, Bookkeeping, Corporate Tax, Sales Tax, Tax Returns, Small Business, Partnership Taxation, Payroll Taxes
Education
California State University-Fresno 1983 — 1984
Bachelor of Science (BS), Business Administration - Accounting