PricewaterhouseCoopers LLP
Industry: Company
DescriptionPricewaterhouseCoopers is a multinational professional services network headquartered in London, United Kingdom. PwC ranks as the second largest professional services firm in the world behind Deloitte, and is one of the Big Four auditors, along with Deloitte, EY and KPMG. Customer service: 020 7583 5000 Headquarters: London Revenue: 41.3 billion USD (2018) Number of employees: 250,930 (2018) Founded: 1998 Subsidiaries: PricewaterhouseCoopers Private Limited, Strategy&,
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PricewaterhouseCoopers LLP Employees
PricewaterhouseCoopers LLP December 2014 - Present
Deloitte September 2012 - December 2014
Deloitte March 2011 - September 2012
Kaye Scholer LLP September 2008 - February 2011
Skills
Tax Law, Tax, Mergers, International Tax, Cross-border..., Restructuring, Corporate Law, Corporate Governance, Due Diligence, Civil Litigation, Legal Research, Mergers & Acquisitions, Corporate Tax, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
Doctor of Law (JD), Magna Cum Laude
Haverford College 2001 — 2005
Bachelor of Arts (BA), Religion
Regis High School 1997 — 2001
Samsung Austin R&D Center November 2010 - Present
Freescale Semiconductor December 2007 - November 2010
IBM Tivoli Software 2002 - 2007
PricewaterhouseCoopers, LLP January 2000 - January 2002
International Paper- Petroleum,Inc January 1997 - January 2000
Sitel Corporation January 1994 - January 1997
Skills
Workforce Planning, Employee Relations, Succession Planning, Personnel Management, Change Management, Executive Coaching, Deferred Compensation, Talent Management, Talent Acquisition, Onboarding, Applicant Tracking..., College Recruiting, Organizational..., HRIS, Employee Engagement, Recruiting, HR Policies, Human Resources, Organizational..., Employee Benefits, Program Management, New Hire Orientations, Leadership Development, Training, Leadership, Interviews, Performance Appraisal, FMLA, Strategic HR, Employee Training, HR Consulting, Conflict Resolution, Compensation, HR Transformation, Job Analysis, Job Evaluation, Employee Recognition, Incentive Programs, Exit Interviews, Executive Pay, Behavioral Interviewing, Screening, Hiring, Internet Recruiting, Management, Career Development, Employment Law, Performance Management, Coaching, Temporary Placement
Education
Bellevue University 1995 — 1996
Bachelors of Science, Criminal Justice
North High School 1984 — 1987
Diploma, General Studies
Updegraff & Co., LLP December 2014 - Present
Legacy Mortgage LLC July 2013 - December 2014
Clarion Partners LLC June 2007 - May 2013
WGIRLS NYC June 2012 - December 2012
Och-Ziff Capital Management Group September 2006 - April 2007
PricewaterhouseCoopers LLP January 2005 - August 2006
Skills
Financial Reporting, Accounting, Real Estate, Financial Accounting, Auditing, General Ledger, Private Equity, Account Reconciliation, Accounts Payable, Cash Flow, Fund Accounting, Alternative Investments, Budgets, Portfolio Management, GAAP, Management Consulting
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor of Business Administration, Accounting
Sabbatical August 2013 - August 2014
Geocaching July 2007 - July 2013
Getty Images April 2006 - July 2007
Two Degrees December 2005 - April 2006
Sunrise Identity, Inc./Seattle Cotton Works December 2001 - October 2005
PricewaterhouseCoopers LLP September 1998 - November 2001
Susan Handlan, CPA October 1995 - April 1998
Various 1988 - 1995
Skills
Accounting, Financial Analysis, Budgets, Revenue Recognition, Project Management, Team Building, Contract Negotiation, Strategic Planning, Collaborative Problem..., Social Media, Analysis, Mergers & Acquisitions, Financial Reporting, Start-ups, Forecasting, Internal Controls, Finance
Education
Belmont University 1995 — 1998
BBA, Accounting
Greenville College 1992 — 1993
Music
Citizens Bank May 2014 - Present
PricewaterhouseCoopers LLP June 2013 - May 2014
PricewaterhouseCoopers LLP December 2010 - June 2013
Liberty Mutual Group November 2009 - November 2010
Liberty Mutual Insurance July 2008 - November 2009
Liberty Mutual Group July 2006 - July 2008
PricewaterhouseCoopers LLP June 2003 - August 2005
Skills
Financial Analysis, Financial Reporting, Project Management, Management Consulting, Data Governance, Hyperion Planning, Hyperion HFM, Essbase, Financial Metrics, Economic Value Added, Strategic Planning, Internal Audit, Financial Forecasting, Organizational Design, Risk Management, Auditing, Accounting, Analysis, Strategy, Business Process, Forecasting, Leadership
Education
Bentley University 2002 — 2006
Bachelor of Science, Finance & Accounting
PwC June 2015 - Present
PricewaterhouseCoopers LLP August 2012 - Present
PricewaterhouseCoopers LLP June 2011 - August 2011
The Trout Group September 2010 - June 2011
Skills
Accounting, Bloomberg, Government Contracting, Costpoint, Microsoft Office, Economics, Management, CRM, Defense Federal..., Defense Contracting, MS Office Suite, LexisNexis, Cost Accounting..., Federal Acquisition...
Education
Bentley University 2008 — 2012
BS, Corporate Finance and Accounting
University College Dublin 2010 — 2010
Study Abroad Program, Commerce
Kennedy High School
PricewaterhouseCoopers LLP July 2014 - Present
PwC July 2012 - June 2014
PwC October 2009 - June 2012
Skills
R&D, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting
Education
Bentley University 2009 — 2010
Master of Science (MS), Taxation
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting
PricewaterhouseCoopers LLP April 2015 - Present
TCL Communication October 2013 - April 2015
Sino Jet Management Limited February 2012 - June 2013
Massachusetts State Auditor's Office January 2002 - June 2011
The Commonwealth of Massachusetts January 2002 - January 2011
CompUSA July 2002 - December 2002
The Commonwealth of Massachusetts January 2001 - January 2002
EF Educational Tours January 2000 - June 2000
Skills
CISA, COSO, COBIT, Mandarin, ISO, IT Audit, Information Security, Information Security..., Cantonese, Sarbanes-Oxley Act, Information Technology, Risk Assessment, PCI DSS, Internal Audit, Business Continuity, Governance, Policy, Internal Controls, Auditing, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MBA, IT
MCCALLUM GRADUATE SCHOOL OF BUSINESS, BENTLEY UNIVERSITY 2005 — 2007
Master of Business Administration (MBA), Information Technology and Management
UNIVERSITY OF MASSACHSETTS 1998 — 2002
Bachelor of Science, Management Information Systems (MIS) and Economics
University of Massachusetts Boston 1998 — 2002
BS, Information System Mgt. & Economics
PricewaterhouseCoopers LLP October 2013 - Present
Grant Thornton LLP September 2012 - October 2013
City University of New York June 2011 - May 2012
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
MS, Accountancy
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
BBA, Finance and Investments
Warner Bros. Entertainment Group of Companies May 2013 - Present
Sony Pictures Entertainment January 2013 - May 2013
Sony Pictures Entertainment September 2012 - December 2012
Sony Pictures Entertainment June 2012 - August 2012
PricewaterhouseCoopers LLP September 2008 - June 2011
20th Century Fox June 2007 - June 2008
Education
UCLA Anderson School of Management 2011 — 2013
MBA
University of California, Los Angeles 2006 — 2008
BA, Business Economics, Chinese, Accounting
East Los Angeles College 2004 — 2006
AA, Liberal Arts, Economics
Beijing Language and Culture University 2005 — 2005
Intensive Chinese Language Studies
PricewaterhouseCoopers LLP February 2005 - Present
Fox and Fox LLP 2003 - 2005
Skills
Estate Planning, Income Tax, High Net Worth..., Wealth, Trusts, Tax, Estate Tax Planning, Due Diligence, Hedge Funds, Financial Planners, Financial Services, Corporate Tax, Mergers & Acquisitions, Financial Analysis, Management, Tax Accounting, Private Equity, Accounting
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
JD, Tax
Ohio Wesleyan University 1996 — 2000
BA, Politics & Government
Montclair Kimberley Academy 1983 — 1996
High School
PwC October 2014 - Present
Baruch College Zicklin School of Business August 2012 - May 2014
PricewaterhouseCoopers, LLP May 2013 - August 2013
Care One Management, LLC July 2009 - August 2012
Morgan Stanley December 2007 - December 2008
Dreman Value Management November 2006 - May 2007
AlasCorp February 2006 - November 2006
Merrill Lynch January 2005 - December 2005
Skills
Bloomberg Terminal, Factset Research Tool, Axys, Moxy, C++, SQL, VBA, Microsoft Office, Microsoft Excel, Data Analysis, Negotiation, Financial Analysis, Financial Reporting, Financial Modeling, Market Analysis, Management, Due Diligence, Accounting, Process Improvement
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accountancy, 4.0
Touro College 2000 — 2004
B.S, Computer Science, 3.6
PricewaterhouseCoopers LLP June 2014 - August 2014
San Jose Water Company May 2013 - August 2013
Center for the Development of Recycling (CDR) May 2012 - August 2012
Skills
Valuation, Forecasting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Social Media, Social Networking
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Energy Business and Finance, Cumulative GPA - 3.70/4.00
Penn State University 2011 — 2015
Minor, Information Systems Management
The GREEN Program 2014 — 2014
Clean Energy and Sustainability
Bellarmine College Preparatory 2007 — 2011
PricewaterhouseCoopers LLP October 2013 - Present
VG Girls, Inc June 2012 - August 2012
Euro So Cap May 2012 - August 2012
CITIC Bank International October 2011 - January 2012
State Intellectual Property Office of the P. R. C April 2011 - August 2011
Beijing Xinghua Certificated Public Accountant Co. Ltd October 2010 - March 2011
Cinda Securities December 2007 - February 2008
Skills
Accounting, Bookkeeping, Auditing, Financial Analysis, Global Vista, XBRL, SAP, QuickBooks, PowerPoint
Education
Hofstra University 2012 — 2013
master of science, accounting
Beijing University of Technology 2007 — 2011
Bachelor of Management, Accounting
JGFZ
Markit March 2013 - Present
FactSet Research Systems July 2003 - March 2013
Hewitt Associates July 2001 - July 2003
PricewaterhouseCoopers LLP 2000 - 2001
Skills
Portfolio Management, Asset Managment, Equities, Fixed Income, Institutional Sales, Pension Funds, Financial Risk, Factset, Financial Services, Sales Management, Investments, Asset Management, Classical Ballet
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
MBA, Finance & Real Estate
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science (BS), Bachelor of Science, MIS & Marketing
WWP
Dan Bartlett & Associates January 2014 - Present
PricewaterhouseCoopers, LLP March 2005 - January 2014
AMS/CACI April 2000 - March 2005
AMS 2000 - 2005
US Army May 1967 - May 1997
Skills
Federal Government, DoD, Management Consulting, Government, Contract Management, Government Contracting, Procurement, Contract Negotiation, Strategic Planning, Program Management, Proposal Writing, Project Management, Business Development, Leadership, Process Improvement, Executive Management, Mergers & Acquisitions, Military, Human Resources, Management, Business Transformation, Change Management, Strategy, Business Process..., Risk Management, Analysis, Policy, Managerial Finance
Education
Ball State University
Bachelor of Science (BS), Marketing
Boston Private Financial Holdings January 2011 - Present
PricewaterhouseCoopers LLP May 1999 - January 2011
Skills
Program Management, Strategic Planning, Management Consulting, Requirements Analysis, Risk Management, Budgets, Process Improvement, Business Strategy, Business Process..., Project Management, Banking, Business Analysis, Strategy, Business Development, Vendor Management, Data Analysis, Change Management, Due Diligence, Financial Modeling, Financial Services
Education
Boston University - School of Management 2009 — 2011
M.B.A.
Bentley University 1994 — 1998
B.S. Computer Information Systems
St. John's Prep, Danvers MA 1990 — 1994
High School
Scharp Accounting April 2014 - Present
PricewaterhouseCoopers, LLP September 2007 - August 2013
Scharp Management Systems September 2006 - May 2007
Armstrong Garden Centers, Inc. 2006 - 2007
Armstrong Garden Centers, Inc October 2005 - May 2006
Groeneveld Mountain Regional, Inc May 2005 - August 2005
Scharp Management Systems January 1998 - January 2004
Dr. Lewis Hancock May 2003 - August 2003
Skills
Accounting, General Ledger, Tax, GAAP, Financial Reporting, Financial Accounting, QuickBooks, Tax Preparation, Auditing, Account Reconciliation, Tax Accounting, CPA, US GAAP, Accounts Payable, Internal Controls, Fixed Assets, Payroll, Financial Analysis, Financial Statements
Education
Liberty University 2012 — 2014
Master's Degree, Accounting
Liberty University 2012 — 2014
Master's degree, Accounting
Azusa Pacific University 2004 — 2007
BS, Accounting
Azusa Pacific University 2002 — 2007
Bachelor of Science, Accounting
Bond University 2004 — 2004
PricewaterhouseCoopers LLP August 2012 - Present
Tower Group Companies 2006 - 2012
Tower Group Companies 2005 - 2006
Tower Group Companies 1998 - 2005
MBL International East, d/b/a ComputerLand January 1994 - December 1997
Skills
Strategic Planning, Project Management, Resource Management, Leading Development..., Agile Methodologies, Agile Project Management, Process Improvement, Product Development, Software Configuration..., Billing Systems, Model Office, Production Deployment, System Owner, Data Conversion, Quality Assurance, Closing Automation, Financial Reporting, Statistical Reporting, Compliance, Systems Retirement, Integration, ITIL, Leadership, PMP, Business Process..., Microsoft SQL Server, Requirements Gathering, SDLC, IT Strategy
Education
Professional Development 2009 — 2011
Learning Tree International
Baruch College 2000 — 2006
Division of Continuing and Professional Studies (CAPS)
Belarus State Economic University 1989 — 1993
Master of Science in Economics
Home Education August 2013 - Present
The Walt Disney Company May 2006 - September 2014
PricewaterhouseCoopers LLP August 2003 - May 2006
PricewaterhouseCoopers SA September 2001 - August 2003
PricewaterhouseCoopers LLP September 1998 - September 2001
Skills
Financial Reporting, Sarbanes-Oxley Act, Managerial Finance
Education
Baylor University 1997 — 1998
Master of Business Administration (MBA)
Baylor University 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Georgia Tech 1993 — 1994
Architecture
Cooper City High School
PwC July 2015 - Present
PricewaterhouseCoopers LLP September 2013 - June 2015
Education
Bentley University 2012 — 2013
Master of Science, Accounting
Susquehanna University
Bachelor of Arts (B.A.)
The Boston Consulting Group January 2015 - Present
PricewaterhouseCoopers LLP September 2008 - December 2014
PricewaterhouseCoopers LLP September 2000 - August 2008
PricewaterhouseCoopers LLP September 1997 - August 2000
Coopers & Lybrand LLP September 1995 - August 1997
Skills
US GAAP, Assurance, Auditing, CPA, Internal Controls, Consolidation, Accounting, Financial Reporting, Financial Audits, Revenue Recognition, Manage Client..., Team Leadership, Financial Accounting, External Audit, Corporate Finance, IFRS, Big 4, Financial Statements, Cash Flow, Transfer Pricing, Management, Financial Analysis, Project Management, People Skills, People Development, Client Development, Strategy, Finance, Tax Accounting, Budgets, Risk Management, Auditing Standards, Corporate Governance, Business Communications, Technical Presentations, Sarbanes-Oxley, SEC Financial Reporting
Education
Babson College 1991 — 1995
Bachelor of Science (B.S.), Accounting
Reading Memorial High School 1988 — 1991
McKinsey & Company September 2014 - Present
Deloitte Consulting LLP June 2013 - August 2013
Deloitte & Touche LLP October 2009 - September 2012
PricewaterhouseCoopers LLP August 2007 - October 2009
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Honors
The University of Texas at Austin 2006 — 2007
Master in Professional Accounting (MPA)
Auburn University 2002 — 2006
Bachelor of Science in Business Administration (BSBA), Magna cum Laude
David Weinstein CPA and Fraud Investigations January 2014 - Present
Imowitz, Koenig & Co., LLP 2008 - 2010
Deloitte Tax, LLP 2007 - 2008
PricewaterhouseCoopers, LLP 2005 - 2006
Robert Moses Field II June 1986 - September 1992
Skills
Tax, Accounting, CPA, Internal Controls, Tax Returns, Financial Reporting, Corporate Tax, Forensic Accounting, Financial Accounting, Financial Analysis, Private Equity, Microsoft Excel, Auditing, QuickBooks, Financial Statements, Finance, Business Valuation, General Ledger, Tax Accounting, Financial Modeling, Accountants, Preparation, Tax Law, Corporate Finance, Excel, http://smarterer.com/Dav..., Financial Planners, Bookkeeping, Partnership Taxation, Financial Planning
Education
Fordham University 2007 — 2010
Master of Business Administration (M.B.A.), Finance, 3.5
City University of New York-Baruch College 1987 — 1989
BBA, Accounting
Northport HS
PricewaterhouseCoopers LLP December 1983 - August 2013
Walsh Trucking Company August 1983 - December 1983
Ernst and Young LLP September 1977 - August 1983
Grant Thorton LLP May 1974 - September 1977
HJ Behrman & Company LLP January 1974 - May 1974
Mann Brown and Bauman CPA's June 1971 - December 1973
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Financial Analysis, Internal Controls, Accounting, Auditing, Financial Statements, CPA, Tax, Income Tax, Sarbanes-Oxley, Big 4, Tax Returns, IPO, Management Accounting, Assurance, Financial Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, GAAP, External Audit, SEC Filings
Education
City University of New York-Baruch College - Zicklin School of Business 1967 — 1971
Bachelor of Business Administration (B.B.A.), Public Accounting
Xaverian High School 1964 — 1967
High School Degree, General studies
Lincoln Harris CSG April 2014 - Present
FourOaks Real Estate Advisors September 2010 - Present
Alvarez & Marsal March 2003 - August 2010
PricewaterhouseCoopers LLP October 1997 - February 2003
Weston Companies October 1995 - September 1997
Skills
Corporate Real Estate, Restructuring, Bankruptcy, Real Estate, Dispositions, Portfolio Management, Due Diligence, Leases, Disposition, Management, Strategic Planning, Real Estate Economics, Acquisitions, Commercial Real Estate, Real Estate Development, Mergers & Acquisitions
Education
Baylor University 1991 — 1995
BBA, Management & Real Estate
Edelstein & Company LLP July 2014 - Present
PricewaterhouseCoopers LLP October 2009 - Present
Skills
Accounting, Tax, Financial Accounting, International Tax, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, CPA
Education
Babson College 2005 — 2009
BS, MSA, Accounting and Entrepreneurship
PwC January 2012 - Present
PricewaterhouseCoopers LLP October 2004 - April 2011
Coopers & Lybrand 1987 - 1997
Skills
Project Planning, HR Strategy, Human Capital Management
Education
Baruch College
MBA
Washington University in St. Louis
BA, Psychology, Magna Cum Laude
Select Equity Group, L.P. September 2013 - Present
PwC September 2011 - September 2013
Credit Suisse AG June 2010 - August 2010
PricewaterhouseCoopers LLP February 2010 - April 2010
KKR Financial Services Company LLC August 2009 - December 2009
BET May 2009 - August 2009
Skills
Detail Orientation, Responsibility, Organizing, Accounting, Financial Reporting, Tax, Financial Modeling, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Buiness Administration, Accounting
CCAT November 2012 - Present
Connecticut Center for Advanced Technology, Inc. July 2007 - November 2012
PricewaterhouseCoopers LLP 1985 - 2007
Skills
Organizational..., Employee Relations, Strategic Planning, Change Management, Microsoft Office, Human Resources, Project Management, Customer Service, Public Speaking, Leadership Development, Recruiting, Program Management, Government, Training, Process Improvement, Nonprofits, Leadership, Performance Management, Strategy, Analysis, Management, Talent Management
Education
Bay Path University 1965 — 1967
PricewaterhouseCoopers LLP June 2009 - Present
BearingPoint 2008 - 2009
ONEOK 2003 - 2008
Skills
Management Consulting, Business Transformation, Business Process, IT Strategy, Change Management, ERP, Project Management, Process Improvement, PMO, Business Process Design, Management, Vendor Management, Business Process..., Business Development, Strategic Planning, Consulting, Organizational Design, Requirements Analysis, Strategy, Business Process..., Business Analysis, Software Project..., Analysis, Business Intelligence, Integration, Oracle, Project Portfolio..., Enterprise Architecture, Program Management, SDLC
Education
Austin College 1990 — 1994
PricewaterhouseCoopers LLP January 2013 - Present
KPMG LLP November 2005 - December 2012
Stryker Orthopaedics 2000 - 2005
US Army 1994 - 2000
Skills
Business Process..., Management Consulting, Process Improvement, Change Management, Strategic Planning, Risk Management, Financial Analysis, Program Management, Business Strategy, Project Management, Six Sigma, Due Diligence, Cross-functional Team..., Network Optimization, Quality Management, Business Analysis, Leadership, Training
Education
United States Military Academy at West Point 1990 — 1994
BS, Russian Language and Systems Engineering
Auburn University, College of Business 1999 — 2002
MBA, Finance, Marketing
KPMG LLP August 2014 - Present
PricewaterhouseCoopers LLP July 2013 - August 2014
PricewaterhouseCoopers LLP July 2011 - June 2013
Virginia Resources Authority July 2010 - June 2011
Fortis Insurance Company (Asia) Limited August 2007 - September 2007
The Coca-Cola Company January 2007 - February 2007
The Coca-Cola Company August 2006 - September 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Economics, Accounting, Corporate Finance, Business Valuation, Risk Management, Investments, Management Consulting, Financial Reporting, Microsoft Excel, Strategic Financial..., Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2010
Master of Science, Finance
Beihang University 2004 — 2008
Bachelor of Economics, Finance (Financial Engineering)
Beijing Chaoyang Foreign Language School
PricewaterhouseCoopers LLP January 2005 - Present
Skills
External Audit, IFRS, French GAAP, Revenue Recognition, Sarbanes-Oxley Act, Assurance, Auditing, Financial Reporting, Internal Audit
Education
Audencia Nantes Ecole de Management 2003 — 2005
Master's degree of management, Auditing
Université René Descartes (Paris V) 1999 — 2003
Master's degree, Chemistry
Inwood House January 2015 - Present
Turning Point Brooklyn June 2012 - June 2014
N. Cheng & Co., P.C. 2006 - 2012
Miracle Makers, Inc. 2004 - 2006
PricewaterhouseCoopers LLP 2002 - 2003
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Auditing, Financial Accounting, Sarbanes-Oxley Act, GAAP, General Ledger, Budgets, Tax, US GAAP, Cash Flow, Strategic Financial..., Payroll, Financial Statements, Financial Planning, Management, Analysis, Finance, Microsoft Excel
Education
Babson College 1998 — 2002
Bachelor of Science (B.S.), Accounting and Business/Management
PricewaterhouseCoopers LLP July 2014 - Present
PricewaterhouseCoopers 1988 - Present
Skills
Internal Controls, Sarbanes-Oxley Act, Assurance, Auditing, SEC filings, Accounting, External Audit, Financial Reporting, SAS70, IT Audit, Big 4, Internal Audit, Tax, Income Tax, Enterprise Risk...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1985 — 1991
MBA
University of Massachusetts, Amherst 1973 — 1977
B.B.A., Accounting
University of Pittsburgh Katz Graduate School of Business July 2015 - Present
Harvard Business School October 2013 - Present
Deloitte Financial Advisory Services LLP September 2012 - October 2013
Babson College Accounting and Law Division October 2011 - December 2011
Babson College Writing Center October 2009 - October 2011
PricewaterhouseCoopers, LLP June 2010 - July 2010
Skills
Financial Analysis, Data Analysis, Stata, Microsoft Excel, Leadership, PowerPoint, Research, Public Speaking, Consulting, Accounting
Education
Babson College 2011 — 2011
Master in the Science of Accounting, Accounting
Babson College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
ESADE Business School 2010 — 2010
Bergen County Academies 2003 — 2007
International Baccalaureate, Business and Finance
HSBC March 2015 - Present
LIHUA INTERNATIONAL, INC. 2011 - March 2015
LIHUA INTERNATIONAL, INC 2009 - 2011
GE Capital Markets, Inc. 2004 - 2009
GE Capital Markets, Inc. 2003 - 2004
Fleet Securities, Inc. (acquired by Banc of America Securities, Inc.) 2000 - 2002
PRICEWATERHOUSECOOPERS LLP 1997 - 2000
SG COWEN & COMPANY 1996 - 1997
Morgan Stanley Smith Barney 1995 - 1996
Skills
Cash Flow, Underwriting, Due Diligence, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Financial Structuring, Finance, Banking, Restructuring, Project Finance, Credit, Capital Markets, Strategy, Financial Services, Investor Relations, Executive Management, Leveraged Finance, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance / Management / International Business
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Accounting
Towers Watson June 2015 - Present
PricewaterhouseCoopers LLP January 2012 - June 2015
Pinnacle Actuarial Resources, Inc. August 2009 - January 2012
Flagstone Reinsurance Bermuda April 2006 - July 2009
Platinum Underwriters Bermuda, Ltd. April 2003 - March 2006
Miller, Herbers, Lehmann, & Associates, Inc. August 2001 - December 2002
RiverStone Resources, LLC June 1999 - July 2001
CNA Insurance September 1995 - May 1999
Northwestern University September 1994 - June 1995
Lamar University August 1993 - May 1994
Skills
Actuarial Science, Reinsurance, Enterprise Risk..., Insurance, Financial Risk, Underwriting, Economic Capital, Property & Casualty..., Capital Management, Actuarial Consulting, Risk Management, Solvency II, Captives, Liability, Pricing, General Insurance, Valuation, Claim, Risk Analysis, Mergers & Acquisitions, Professional Liability, Financial Modeling, Governance, Casualty Insurance, Actuaries, Risk Modeling, Loss Reserving, Casualty, Actuarial, Reserving, Risk, Reinsurance Pricing, Internal Audit, Public Speaking
Education
State University of New York at Albany 1989 — 1993
MA (1989), PhD (1993), Mathematics
University at Albany, SUNY 1988 — 1989
MA, Mathematics
Auburn University 1981 — 1986
BS, Mathematics
PricewaterhouseCoopers LLP July 2003 - Present
Education
Ball State University 2002 — 2003
Masters, Accounting
Colorado State University 1991 — 1995
Bachelors of Science, Equine Science
Federal Reserve Bank of New York October 2014 - Present
PricewaterhouseCoopers LLP October 2013 - October 2014
PricewaterhouseCoopers LLP June 2013 - September 2013
McGladrey June 2012 - September 2012
PricewaterhouseCoopers LLP January 2012 - April 2012
Baruch College September 2009 - December 2011
PwC June 2011 - September 2011
Skills
Tax Accounting, Corporate Tax, Accounting, Tax, Tax Preparation, Tax Law, Communication Skills, Microsoft Excel, People Skills, Writing, English, Creative Writing, Income Tax, Tax Returns, Tax Advisory, Partnership Taxation, Computers, Languages, CPA, Tax Research, Financial Statements, Financial Accounting, Financial Analysis
Education
Baruch College 2012 — 2013
Master of Science, Tax Law, 3.90
Baruch College 2008 — 2012
BBA, Accounting / English, 3.93 GPA
Delaware Life Insurance Company 2013 - Present
Sun Life Financial 2010 - 2013
Sun Capital Advisers LLC 1998 - 2010
PricewaterhouseCoopers LLP 1996 - 1998
Eaton Vance 1991 - 1996
Deloitte & Touche 1987 - 1991
Skills
Mutual Funds, Accounting/Finance, Investment Operations, Investment Advisory, Internal Controls, Valuation, Investments, Finance, Financial Services, Strategic Financial..., Asset Management, Financial Reporting, Auditing, Financial Analysis, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master of Science (MS), Taxation
Bentley College 1980 — 1984
Bachelors of Science, Accounting
PricewaterhouseCoopers LLP November 2014 - Present
Baker Tilly Virchow Krause, LLP September 2013 - April 2014
Mitchell & Titus LLP June 2012 - August 2012
ParenteBeard LLC January 2012 - April 2012
JCPenney April 2010 - July 2011
L. Johnson Construction Co. July 2006 - August 2010
Baruch College 2004 - 2007
PricewaterhouseCoopers LLP January 2006 - April 2006
UBS Wealth Management September 2005 - December 2005
Education
Zicklin School of Business - Baruch College 2011 — 2013
MS, Accounting
Zicklin School of Business - Baruch College 2004 — 2008
BBA, Accounting
J.D JEUNE CPA, P.C June 2011 - Present
JD Financial Group Inc February 2009 - Present
PwC January 2006 - August 2008
PriceWaterhouseCoopers LLP January 2006 - August 2008
Milso Industries Inc August 2004 - December 2005
Education
2005 Baruch College 2003 — 2005
Bachelor of Business Administration, B.B.A, Accounting
Baruch College, City University of New York (CUNY) 2003 — 2005
B.B.A, Accounting
PricewaterhouseCoopers LLP January 2015 - Present
PricewaterhouseCoopers LLP September 2013 - December 2014
Ernst & Young LLP January 2011 - August 2013
SAI Global June 2007 - August 2010
SAI Global May 2006 - June 2007
CVOZ Pty Ltd April 2005 - May 2006
Minter Ellison August 2003 - April 2005
Skills
Strategic Planning, Change Management, Project Management, Performance Management, Business Development, Management Consulting, Management, Business Process..., Business Strategy, Coaching, New Business Development, Business Planning, Negotiation, Contract Negotiation, Strategy, Human Resources, Risk Management, Sales, CRM, Training, Business Transformation, Business Analysis, Program Management
Education
Australian Catholic University 2002 — 2004
Business, Human Resources
University of Southern Queensland 2001 — 2002
Diploma of Business Administration
St. Joseph's College, Nudgee 1999 — 2000
Swati Singh CPA January 1997 - Present
Oxygen Media LLC August 2000 - October 2001
PricewaterhouseCoopers LLP 1997 - 2000
Allegheny Teledyne Inc. January 1998 - January 1999
US Steel June 1996 - January 1998
Skills
Auditing, Real Estate, Tax, Financial Analysis, Tax Preparation, Accounting, CPA, QuickBooks, Strategic Financial..., Partnership Taxation, Income Tax, S Corporations, Corporate Tax, Tax Returns, Financial Reporting, Bookkeeping, Small Business, IRS, GAAP, LLC, Sales Tax
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Taxation & Finance
University of Pittsburgh 1993 — 1997
BS, Accounting/Business Administration/Religious Studies
North Allegheny
PricewaterhouseCoopers LLP September 2002 - Present
Skills
Valuation, Due Diligence, Financial Analysis, Business Valuation, Financial Modeling, Financial Reporting, Corporate Finance, M&A experience, US GAAP, IFRS
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2010
MBA
Babson College 1998 — 2002
Bachelor of Science in Business Administration
PwC July 2013 - Present
PricewaterhouseCoopers LLP July 2002 - Present
Arthur Andersen LLP September 1997 - June 2002
Andersen LLP 1996 - 2002
Education
Babson College 1993 — 1997
BS, Accounting
Walpole 1989 — 1993
High school
PricewaterhouseCoopers LLP September 2013 - Present
Ernst & Young June 2012 - August 2012
Indiana University August 2011 - December 2011
CITIC Securities June 2011 - July 2011
PricewaterhouseCoopers July 2010 - August 2010
Shandong Comtemporary Journal July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Investments, Strategy, C++, Carve-outs, SEC Filings, Research, Accounting, Access, Algorithm Design, PowerPoint, Data Analysis, Microsoft Office
Education
Indiana University Bloomington 2009 — 2013
Bachelor's, Finance, Accounting, Mathematics
Beijing Foreign Studies University 2008 — 2009
Bachelor's, English Literature
Agspring September 2013 - Present
Vertex Energy Inc. (NASDAQ:VTNR) September 2009 - Present
ProEnergy Services September 2009 - September 2013
Citi 2005 - August 2009
PricewaterhouseCoopers LLP 1997 - 2005
Marketlink International May 1990 - September 1997
Skills
Commodity Risk..., Energy Trading, Risk Management, Auditing, Financial Reporting, Business Strategy, Strategic Financial..., Restructuring, Budgets, Business Development, Tax, Recruiting, Liquidity Management, Audit Committee, Attorneys, Commodity, Financial Analysis, Commodity Markets, Market Risk, Microsoft Excel, Microsoft Dynamics, Supply Chain Management, Great Plains Software, Energy, Start-ups, Mergers & Acquisitions, Valuation
Education
Rice University 1997 — 1999
MBA, Finance
Baylor University 1987 — 1991
BBA, Accounting
Eaton Vance January 2013 - Present
Eaton Vance January 2013 - October 2014
Deloitte June 2011 - December 2012
PricewaterhouseCoopers August 2003 - June 2011
PricewaterhouseCoopers LLP August 2003 - June 2010
PricewaterhouseCoopers LLP August 2003 - September 2007
Skills
Corporate Finance, CPA, Property Tax, Tax, SEC filings, Corporate Tax, GAAP, Sarbanes-Oxley Act, US GAAP, Income Tax, Auditing, International Tax, Tax Accounting, Internal Controls, Tax Research, Big 4, Financial Reporting, Accounting, Assurance, Partnership Taxation, External Audit, SEC Filings
Education
Babson College
Masters
Pinkerton Academy
Ciber (Disney) April 2015 - Present
SkyBridge Resources (OUC) January 2015 - April 2015
SkyBridge Resources (OUC) July 2014 - January 2015
PricewaterhouseCoopers LLP October 2013 - July 2014
Cobb EMC October 2008 - September 2013
ProCore Solutions October 2004 - October 2008
Skills
RQM, Oracle, Micr, Lotus Notes, Analysis, MICR, Databases, SDLC, Integration, Leadership, Call Centers, Customer Service, Software Documentation, Testing, Business Process, Team Leadership, Quality Center, HTML, Consulting, Visio, Troubleshooting, Meter Data Management, Experienced Business..., CC&B
Education
Barry University - Dwayne O. Andreas School of Law 2015 — 2018
Juris Doctor (J.D.), Law
University of Phoenix 2008 — 2009
M.S., Criminal Justice & Security Administration
Georgia State University 2001 — 2005
B.S., Sociology minor Criminal Justice
Cara Therapeutics, Inc. 2014 - Present
Warnaco Inc. May 2008 - October 2013
Progenics Pharmaceuticals, Inc. 2005 - 2008
Pricewaterhousecoopers LLP 1994 - 2005
Skills
Financial accounting..., Technical accounting..., Accounting and..., Prepare financial..., Sarbanes-Oxley Act, GAAP, Revenue Recognition, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Accounting, IPO, Financial Analysis, 10Q, Financial Statements, SOX 404, Forecasting, Assurance, Consolidation, Finance, Impairment Testing, Mergers & Acquisitions, Corporate Finance, SEC Financial Reporting, Hedge Accounting, US GAAP, SEC filings, Derivatives, Sarbanes-Oxley, SEC Filings
Education
Baruch College 1992 — 1994
MBA, Accounting
PricewaterhouseCoopers LLP June 2013 - August 2013
Astor School January 2012 - May 2013
AKA Transport 2009 - 2010
Bulls Eye Directional Boring September 2005 - November 2009
Education
University of Portland 2012 — 2014
Bachelor of Business Administration B.B.A., Cum Laude, Accounting
Beijing Foreign Studies University
Cultural Studies and Mandarin Chinese
Portland Community College
70 Semester Hours Transfered
Hudson Realty Capital 2014 - Present
Charterhouse Equity Partners, LLC 2001 - 2014
PricewaterhouseCoopers LLP 1999 - 2001
Skills
Private Equity, Financial Analysis, Partnership Accounting, Partnership Taxation, Financial Reporting, Valuation, Treasury Functions, Cash Management, GAAP, US GAAP, Asset Management, Corporate Finance, Auditing, Due Diligence, Treasury, Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
MBA, Finance
Rutgers University-New Brunswick 1995 — 1999
BS, Accounting
Pegasystems November 2010 - Present
Pegasystems April 2008 - November 2010
Monitor Group May 2007 - April 2008
Yankee Group September 2005 - January 2007
GE Capital, GEMSA Loan Services, Gurgaon, India May 2004 - July 2004
Iron Mountain March 2000 - August 2003
PricewaterhouseCoopers LLP August 1998 - March 2000
Feeley & Driscoll PC January 1998 - August 1998
Skills
Special Projects, Instructor-led Training, Pega PRPC, Business Intelligence, Process Improvement, Business Process Design, Business Process, Management, Management Consulting, Analysis, Leadership, Project Management, Training, Enterprise Software, SQL, Analytics, Software Development, Business Process..., Databases, Pegasystems PRPC, Quality Assurance
Education
Bentley University 2003 — 2005
Masters, Business Administration and Management, General
Helsingin kauppakorkeakoulu 1997 — 1997
N/A, Study Abroad
Western Washington University 1993 — 1997
Bachelors, Accounting
Brown Gibbons Lang & Company March 2012 - Present
Huron Consulting Group January 2007 - March 2012
Wellspring Partners, Ltd. September 2000 - January 2007
Valuation Counselors Century Business Services April 1996 - September 2000
PriceWaterhouseCoopers, LLP August 1992 - April 1996
Skills
Mergers & Acquisitions, Investment Banking, Business Valuation, Joint Ventures, Healthcare, Corporate Finance, Due Diligence, Hospitals, Valuation, Financial Analysis, Strategic Planning, Financial Modeling, Management, Private Equity, Finance, Consulting, Strategy, Business Strategy, Corporate Development
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance
Babson College 1981 — 1985
Bachelor of Science, Economics
Jackson Thornton 1994 - Present
The Colonial Company 1991 - 1994
PricewaterhouseCoopers LLP 1989 - 1991
Skills
Tax, Accounting, Tax Preparation, Income Tax, Corporate Tax, Mergers, CPA, Tax Research, Small Business, Mergers & Acquisitions, Partnership Taxation, GAAP, Financial Accounting, Tax Accounting, General Ledger, Tax Returns, US GAAP
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1988
Masters of Taxation, Taxation/Accounting
Auburn University at Montgomery 1985 — 1987
BS, Accounting, Accounting
Troy University in Montgomery 1984 — 1985
Associate, General Sciences, Business
Cerner Corporation April 2014 - Present
PricewaterhouseCoopers LLP June 1996 - March 2014
Harrah's North Kansas City Casino January 1994 - May 1996
Computer Design & Drafting, LLC. July 1992 - December 1994
Skills
Troubleshooting, Training, Inventory Management, Staff Development, Process Improvement, Project Management, Customer Support, Change Management, Team Leadership, Operations Management, Vendor Management, Management, Risk Management, Disaster Recovery, IT Operations, Customer Satisfaction, IT Service Management, IT Hardware Support, IT Solutions, Accounting, Network Administration, Auditing, Information Technology, Financial Analysis, Financial Reporting
Education
Baker University
Bachelors, Business Administration and Management, General
TimesSquare Capital Management, LLC June 2012 - Present
EMS Capital LP June 2010 - June 2012
Hawkstone Capital LLC August 2008 - June 2010
Bear Stearns Asset Management, Inc August 2007 - August 2008
Elliott Management Corporation February 2006 - August 2007
PricewaterhouseCoopers LLP September 2002 - February 2006
Skills
Hedge Funds, Asset Management, Middle Office, Bloomberg, Asset Managment, Securities, Derivatives, Equities, Options, Swaps, Fixed Income, Alternative Investments, Accounting, Fund Accounting, Settlements, Reconciliation, Fund Administration, Back Office, Trading, Investment Management, Trading Systems, Foreign Exchange, Treasury Management, Auditing, Performance Analysis, Performance Measurement
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
MBA, Finance & Investments
University of Delaware - Lerner College of Business and Economics 2001 — 2002
Bachelor's of Science, Accounting
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelors of Science, Finance & Operations Management
Old Bridge High School 1993 — 1997
PricewaterhouseCoopers LLP May 2014 - Present
Grant Thornton LLP August 1989 - May 2014
Elgart and Co, CPA October 1985 - July 1989
Skills
Tax, Charities, NFP, Tax-exempt organizations, Private Foundations, Financial Reporting, Corporate Tax, Income Tax, Accounting, CPA, Financial Analysis, GAAP, Internal Controls, Tax Accounting, US GAAP, Auditing, Financial Accounting, Internal Audit, Enterprise Risk..., SEC filings
Education
College of the Holy Cross 1981 — 1985
BA, Economics/Accounting
Bentley University 1990 — 1994
MST, Taxation
Boston Latin School 1977 — 1981
PricewaterhouseCoopers LLP July 2009 - Present
Skills
Corporate Tax, State and Local Taxation, Tax Research, CPA, Tax Returns, Tax Law
Education
Baylor University 2008 — 2009
Master of Taxation
Baylor University - Hankamer School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
PricewaterhouseCoopers LLP August 2014 - Present
Contracted to PwC January 2014 - July 2014
Lata Kirpalani CPA PC November 2012 - January 2014
Goodwill Industries December 2012 - December 2013
UBS Wealth Management February 2012 - November 2012
Jingle Networks May 2011 - August 2011
Internal Revenue Service February 2009 - April 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, Windows, Final Cut Pro, Financial Reporting, Accounts Receivable, Accounts Payable, Accounting, Financial Analysis, Auditing, Financial Accounting
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Binghamton University
Vanderbilt University Medical Center January 2015 - Present
PricewaterhouseCoopers, LLP July 2006 - January 2015
PSU - MHA Program 2004 - 2006
Skills
Health Care Reform, Accountable Care, Value-Based Purchasing, Management Consulting, Financial Modeling, Financial Analysis, Data Analysis, Market Analysis, Strategy, Population Health, Physician Alignment, Organizational Structure, Budgets, Healthcare Consulting, Healthcare Industry, Healthcare Information..., Healthcare, Healthcare Management, Hospitals, Leadership, Management, Process Improvement, Program Management, Strategic Planning, Finance, Team Building, Executive Management, Change Management
Education
The Pennsylvania State University 2004 — 2006
M.H.A., Health Policy & Administration
Baylor University 1999 — 2004
B.A, Economics & Psychology
PricewaterhouseCoopers LLP September 2011 - Present
Morgan Stanley June 2010 - June 2011
Supportive Children’s Advocacy Network (SCAN) October 2009 - June 2010
Volunteer Income Tax Assistance (VITA) Program February 2010 - April 2010
Association of Latino Professionals in Finance and Accounting (ALPFA) March 2010 - March 2010
PricewaterhouseCoopers Project Make [It] Count February 2010 - March 2010
KPMG National Case Study Competition May 2009 - August 2009
Sigma Alpha Delta Honor Society September 2008 - May 2009
Continental Airlines July 2007 - July 2007
Korean Martial Arts Group (KMAG) International March 2001 - January 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MS, Accountancy
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Accountancy
PricewaterhouseCoopers LLP July 2007 - 2014
Office of the New York City Comptroller August 2006 - July 2007
HSBC Global Asset Management February 2005 - July 2006
Israeloff, Trattner & Co. P.C. October 2003 - July 2004
Skills
Forensic Accounting, Due Diligence, Litigation Support, FCPA, Financial Analysis, Internal Controls, Certified Fraud Examiner, Fund Accounting, Anti Money Laundering, Fraud, Finance, Financial Risk, Accounts Payable, Payroll, General Ledger, Accounts Receivable
Education
Baruch College, City University of New York (CUNY)
B.B.A. with Honors in Accounting
Vista Equity Partners February 2015 - Present
Makena Capital Management, LLC July 2013 - January 2015
Hall Capital Partners LLC February 2011 - June 2013
WHV Investments, Inc. 2007 - 2011
MarketCounsel 2004 - 2007
Prager and Fenton 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2001
Skills
Hedge Funds, Salesforce.com, Alternative Investments, Equities, Tax, Investment Management, Due Diligence, Asset Management, Legal Advice, Start-ups, Private Equity, Venture Capital, Investments, Portfolio Management, Securities Regulation
Education
University of California, Berkeley 1988 — 1992
BA, Major: Political Economies of Industrialized Societies; Minor: Business Administration
University of California, Davis 1993 — 1996
JD, Law
San Diego State University-California State University 1998 — 1999
MSBA, Financial and Tax Planning
Bellarmine College Preparatory 1984 — 1988
HS
PRICEWATERHOUSECOOPERS LLP July 2005 - Present
LEVEL 3 COMMUNICATIONS, LLC October 2004 - July 2005
VIBRANT SOLUTIONS, INC. October 2003 - September 2004
VARTEC TELECOM, INC. April 2001 - October 2003
Skills
Risk Management, Financial Risk, Policy, Enterprise Risk..., Business Process..., Process Improvement, Policy consultations, Change Management, Microsoft Office, Subject Matter Experts, Database Administration, Regulatory Affairs, Crystal Reports, Financial Reporting, Technical Writing, Project Management, Knowledge Management, Program Management, Management, Management Consulting, Training
Education
Baylor University 1994 — 1999
Anthropology
Saint Mary's Hall 1991 — 1994
High School Diploma
Raymond James Financial Inc. November 2013 - December 2014
Citi January 2011 - October 2013
PwC September 2008 - December 2009
PricewaterhouseCoopers LLP 2003 - 2009
PwC February 2003 - August 2008
Skills
Outsourcing, Procurement, Management, Strategic Sourcing, Change Management, Sourcing, Leadership, Strategy, Vendor Management, Program Management, Project Management, Contract Management, Contract Negotiation, Negotiation, Process Improvement, Analysis, Team Leadership, Supply Chain, Project Planning, Six Sigma, Budgets, Business Process..., Business Analysis, Supply Management, Data Analysis, Forecasting, RFP, Business Process, Relationship Management, Business Strategy, SDLC, Logistics, Training, Business Process..., Supplier Diversity, Recruiting, Team Management, Strategic Planning, Human Resources, Cross-functional Team..., Marketing, Operations Management, Planning, Purchasing, Business Relationship...
Education
City University of New York-Baruch College
B.B.A., Business Administration, Education
Santa Clara University School of Law January 2015 - Present
Morgan, Lewis & Bockius LLP August 2011 - Present
PricewaterhouseCoopers LLP September 2006 - July 2011
Skills
Tax, Auditing, Tax Law, Corporate Tax, State Tax, International Tax, Tax Advisory, Tax Research, Financial Planners, Income Tax, Partnership Taxation, Transfer Pricing, Cross-border..., Due Diligence, Use Tax, Mergers & Acquisitions
Education
New York University School of Law 2006 — 2009
Tax LLM, May 2009
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
North Carolina Central University 2001 — 2002
MBA, Business
North Carolina State University - College of Management 1997 — 2001
BS, Business Management
Oracle January 2012 - Present
Oracle April 2008 - Present
PricewaterhouseCoopers LLP 2006 - 2008
Baylor University January 2003 - August 2004
ACS May 1999 - May 2003
Education
Baylor University - Hankamer School of Business 2004 — 2006
MBA & MSIS
Baylor University 1999 — 2003
BS Computer Science / Minor in Mathematics, Computer Science
Constant Contact June 2012 - Present
OneShield May 2011 - June 2012
OneShield March 2010 - April 2011
Kofax (170 Systems acquired Sep 2009) January 2009 - March 2010
170 Systems March 2006 - December 2008
Babson College April 2003 - March 2006
PricewaterhouseCoopers LLP June 1999 - April 2003
Skills
Integration, Software, Enterprise Software, Requirements Analysis, SDLC, Requirements Gathering, Agile Methodologies, Software Development, SQL, Software Project..., XML, Oracle, Databases, Java, PL/SQL, Management, Product Management, Visio, Scrum, Agile Project Management, Quality Assurance, SaaS, Team Leadership, Unix, SOA, Enterprise Architecture, Web Applications
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Entrepreneurship
Providence College 1995 — 1999
BS, Computer Science
Free The Arts Boston February 2015 - Present
TripAdvisor March 2013 - Present
TripAdvisor March 2012 - March 2013
TripAdvisor January 2010 - March 2012
PricewaterhouseCoopers September 2008 - January 2010
Babson College Student Financial Services May 2006 - May 2008
Babson College Math Resource Center September 2005 - May 2008
Babson Free Press January 2004 - May 2008
PricewaterhouseCoopers, LLP June 2007 - August 2007
General Catalyst Partners January 2007 - May 2007
Skills
Business Analysis, SQL, SQL Server, Accounting, Excel, Data Analysis, Access, PowerPoint, Microsoft Excel, Hive, HQL, Revenue Forecasting, Revenue Analysis, Product Management, Project Management, Putty, Minitab, PowerPivot, Microsoft SQL Server, Financial Analysis, SEM, Financial Modeling, Online Advertising
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2008
MS, Accounting
Babson College 2004 — 2008
Bachelor of Sciences in Business Management, Accounting
JPMorgan Chase October 2011 - Present
TPG-Axon July 2007 - October 2011
Dillon Read Capital Management LLC May 2006 - June 2007
PricewaterhouseCoopers LLP September 2002 - May 2006
Security Capital Group 1997 - 2002
Skills
collegiality, laid back parenting, waffle making, Hedge Funds, Private Equity, Tax, Structuring, Strategic Financial..., Equity Derivatives, Credit Derivatives, Tax Law, Partnership Taxation, International Tax, Alternative Investments, Financial Structuring, Asset Managment, Asset Management, Securities, Capital Markets, Equities, Investments, Fixed Income, Derivatives, Fund Of Funds, Due Diligence, Funding, Mergers & Acquisitions, Mutual Funds, Valuation, Financial Planning
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
JD, Law
Yeshiva University 1990 — 1995
Bachelor of Science, Business Administration (Finance)
JPMorgan Chase & Co. December 2014 - Present
Morgan Stanley April 2012 - December 2014
PricewaterhouseCoopers LLP November 2010 - April 2012
Public Company Accounting Oversight Board January 2010 - November 2010
The Institute of International Finance March 2009 - December 2009
Deloitte & Touche LLP November 2004 - March 2009
Education
Global Association of Risk Professionals (GARP)
International Certificate for Banking Risk & Regulation (ICBRR)
ICMA Centre 2008 — 2009
International Fixed Income & Derivatives (IFID) Certificate
University of London 2006 — 2008
MSc, Financial Management
Baruch College, City University of New York (CUNY) 2001 — 2003
BBA, Accounting
Akerman LLP September 2011 - Present
Katten Muchin Rosenman LLP October 2002 - September 2011
PricewaterhouseCoopers LLP June 1998 - August 1999
Skills
Private Equity, Securities, Private Placements, Mergers, IPO, Securities Law, Corporate Law, Corporate Governance, Joint Ventures, Securities Offerings, Capital Markets, Negotiating Contracts, Business Transactions, Start-ups, Corporate Transactions, Securities Regulation, Mergers & Acquisitions, Legal Research, Equities, Contract Negotiation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
J.D.
University of Pennsylvania 1994 — 1998
B.A., Economics, History
PricewaterhouseCoopers July 2008 - December 2011
Livingston & Haynes, PC September 2007 - April 2008
Didi Davis Food, LLC August 2007 - December 2007
PricewaterhouseCoopers, LLP June 2007 - August 2007
Levine, Katz, Nannis + Solomon, PC February 2007 - April 2007
EMC Corporation June 2006 - December 2006
Skills
Start-ups, Auditing, Accounting, Management Consulting, Tax, Financial Analysis, Forecasting, Finance, Financial Modeling
Education
Babson College 2004 — 2008
Bachelor's of Science in Business Management, Public Accounting
Bronx High School of Science 2000 — 2004
Bachelors of Science
PricewaterhouseCoopers LLP November 2006 - Present
Skills
Management Consulting, Business Transformation, Proposal Writing, Financial Analysis, Business Process..., Proposal Management, Risk Management, Governance, Auditing, Strategy, Business Intelligence, Internal Audit, Strategic Planning, Financial Services, Business Process, Consulting, Performance Management, Vendor Management, Business Development, Process Improvement, Project Portfolio..., Management, Government, Managerial Finance, Business Planning, Acquisition Integration, Internal Controls, Leadership, Program Management, Financial Risk, Policy, Project Management, PMP, Due Diligence, Financial Modeling, Cross-functional Team..., Executive Management, Business Strategy, Business Process..., Change Management, Enterprise Risk..., Mergers & Acquisitions, Financial Reporting, Analysis, IT Strategy, Project Planning, PMO, Business Analysis, Team Leadership, Organizational Design
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (JD)
NYU
Bachelor's degree, History
NYU
Master's degree, History
PricewaterhouseCoopers October 2009 - Present
PricewaterhouseCoopers LLP June 2007 - August 2007
Skills
PowerPoint, REIT, Financial Analysis, CPA, Corporate Tax, Financial Reporting, Research, Microsoft Excel, Microsoft Office, Financial Modeling, Accounting, Tax, Payroll Taxes, Fair Value, Finance, Statutory Audit, Intangible Assets
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Taxation
Baruch College, City University of New York (CUNY) 2004 — 2008
THHS
FleetCor Technologies (FLT) July 2010 - Present
PricewaterhouseCoopers LLP August 2007 - May 2009
PricewaterhouseCoopers September 2005 - August 2007
Skills
Financial Modeling, Due Diligence, Integration, Auditing, Corporate Development, Mergers, Corporate Finance, Mergers & Acquisitions, Start-ups, Strategy, Internal Controls, Process Improvement
Education
Emory University - Goizueta Business School 2009 — 2010
MBA, Finance
Babson College 2001 — 2005
BS & MS, Accounting
PwC July 2015 - Present
PricewaterhouseCoopers LLP July 2001 - June 2015
Skills
Corporate Tax, Tax, Income Tax, Tax Accounting, Accounting, Tax Research, CPA, GAAP
Education
Augustana College (SD) 1997 — 2001
Bachelor of Arts (B.A.), Accounting and French
PricewaterhouseCoopers LLP October 2013 - Present
Jefferson Wells June 2004 - October 2013
Easley, McCaleb Associates, Inc. 2002 - 2004
UPS 2000 - 2002
Advanced Rehab 1995 - 2001
The Home Depot 1995 - 1996
Skills
Professional Services, Business Development, Financial Reporting, Business Process, Budgets, Start-ups, Management Consulting, Executive Management, Sales Operations, Project Management, Finance, Change Management, Process Improvement, Cross-functional Team..., Program Management, Internal Audit, Accounting, Due Diligence, Financial Analysis, Mentoring, Banking, Business Process..., Mergers, Enterprise Risk..., Strategic Planning, Risk Management, Financial Modeling, Management, Financial Services, Business Analysis, Contract Negotiation, Leadership, Forecasting, Salesforce.com, Acquisition Integration, ERP, Governance, Managerial Finance, Business Strategy, Strategy, Mergers & Acquisitions, CRM, Sarbanes-Oxley Act, Risk Assessment, New Business Development, Strategic Financial..., Go-to-market Strategy, Consulting, Account Management, Outsourcing
Education
Augusta State University - Hull College of Business MBA 1992 — 1994
Master of Business Administration (M.B.A.)
Augusta State University - Hull College of Business 1992 — 1993
Post Baccalaureate, Finance & Accounting
Augusta State University 1988 — 1992
Bachelor of Arts
Shamrock High School 1983 — 1988
Diploma
Protective Life November 2009 - Present
Southern Progress May 2006 - November 2009
PricewaterhouseCoopers LLP 2000 - 2006
Skills
Financial Reporting, Professional Mentoring, Risk Management, Financial Analysis, Insurance, Banking, Budgets, Accounting, Investments, Management, Strategic Planning, Event Planning, Strategic Financial..., Process Improvement
Education
University of Southern California - Marshall School of Business 2001 — 2002
Masters of accountancy
Auburn University 1997 — 2001
PwC September 2010 - Present
PricewaterhouseCoopers LLP 1998 - 2006
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, External Audit, SAS70, Assurance, COSO, Internal Audit, IT Audit
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
Jounce Therapeutics, Inc. August 2015 - Present
KCD Financial Consultants LLC August 2009 - August 2015
EPIX Pharmaceuticals (formerly Predix Pharmaceuticals) January 2005 - August 2009
Millennium Pharmaceuticals 1995 - 2005
PriceWaterhouseCoopers LLP January 1991 - January 1995
Skills
SEC filings, Accounting, Pharmaceutical Industry, Leadership, Start-ups, Finance, Strategic Alliances, Biotechnology, Due Diligence, Medical Devices, Mergers, Forecasting, Mergers & Acquisitions, Business Development, Venture Capital, Sarbanes-Oxley Act, Analysis, Lifesciences, Financial Reporting, Licensing, Business Planning, Strategy, Investor Relations, Strategic Partnerships
Education
Harvard Business School Executive Education 2008 — 2008
Women's Leadership Forum
Babson College 1987 — 1991
Bachelor’s Degree, Accounting
Global Power April 2015 - Present
Global Power September 2013 - Present
Global Power July 2012 - September 2013
Global Power Equipment Group July 2011 - July 2012
SuperMedia LLC November 2007 - July 2011
Crescent Real Estate June 2006 - August 2007
PricewaterhouseCoopers LLP December 2000 - June 2006
Southwestern Bell Mobile Systems December 1999 - December 2000
Skills
Internal Controls, Internal Audit, Auditing, Risk Management, Accounting, Enterprise Risk..., Sarbanes-Oxley Act, Sarbanes-Oxley, Leadership, Financial Reporting, Business Process, Financial Analysis, IT Audit, Finance, Process Improvement, SEC filings, CISA, COSO, Mergers, SAS70, Profit, Revenue Assurance, Project Management, Management Consulting, Management, SOX 404, Project Planning, Risk Assessment, COBIT, Change Management, Information Technology, Fraud, Information Security..., Business Process..., Strategy, Mergers & Acquisitions, ERP, Software Documentation, Governance, PMP, Consulting, Enterprise Software, Business Analysis, Acquisition Integration, IT Strategy, Integration, Financial Systems, Energy, Access, Information Security
Education
Baylor University - Hankamer School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems
Coppermine Capital, LLC July 2013 - Present
BV Investment Partners, LLC (fka Boston Ventures Management, LLC) December 2001 - July 2013
PricewaterhouseCoopers LLP January 1993 - December 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1992
MST, Tax
University of Massachusetts Boston 1989 — 1991
BS, Accounting
University of Minnesota-Twin Cities 1984 — 1986
PwC July 2013 - Present
PwC August 2010 - Present
PricewaterhouseCoopers August 2009 - October 2010
PricewaterhouseCoopers, LLP May 2003 - September 2009
Disney Consumer Products January 2001 - August 2001
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, IT Audit, Assurance, CISA, Internal Audit, Accounting, Enterprise Risk..., External Audit, Sarbanes-Oxley, Business Process..., SAS70, SOX, Audit, IPO, Start-ups, Start-up Consulting, Digital Marketing, Digital Media, Royalties, Interactive Marketing, Interactive Advertising, Third Party Vendor..., SEC filings
Education
Penn State University 1998 — 2003
BS, Accounting and MIS
Baruch College 2002 — 2002
Pocono Mountain Senior High School 1994 — 1998
EY October 2015 - Present
Ernst & Young June 2011 - Present
Blank Rome LLP January 2007 - July 2008
PricewaterhouseCoopers LLP September 2005 - January 2007
Joseph Samuel & Co. Law Offices and Notaries May 2003 - July 2004
Judge Advocate General - IDF May 2000 - April 2003
Skills
International Tax, Corporate Tax, Tax Law, Cross-border..., International Tax..., Tax Treaties, Partnership Taxation, Income Tax, Tax, Restructuring, Tax Advisory, Tax Research, Corporate Tax Planning, Mergers & Acquisitions, Legal Advice
Education
Georgetown University Law Center 2004 — 2005
LL.M, Taxation
Bar-Ilan University 1996 — 2000
LL.B., Law, cum laude
Handesaim school of Tel Aviv University 1992 — 1996
High School
Forfeiture Support Associates, LLC July 2011 - Present
PricewaterhouseCoopers, LLP April 2001 - June 2011
Memorial Sloan-Kettering Cancer Center October 2005 - January 2007
NYC Police Department July 1981 - April 2001
ITT Corp. September 1979 - July 1981
Buchbinder Stein Tunick and Platkin, CPAs September 1977 - August 1979
Shocket & Sender, CPAs January 1974 - August 1977
Skills
Forensic Accounting, Financial Investigations, Business Valuations, Finance, Business Valuation, Auditing, Certified Fraud Examiner, Litigation Support, CPA, Internal Controls, Fraud, Financial Analysis, Risk Assessment, Due Diligence, Internal Audit, Investigation, Training
Education
City University of New York-Baruch College 1972 — 1976
Bachelor of Business Administration, Public Accountancy
Expedia April 2012 - Present
TrueBlue, Inc. April 2008 - April 2012
PricewaterhouseCoopers, LLP February 2007 - April 2008
Moss Adams LLP January 2004 - February 2007
Skills
Microsoft Excel, OneSource Income Tax, OneSource Tax Provision, Tax, Income Tax, Tax Compliance, Tax Returns, Sales Tax, Tax Research, Federal Tax, Word, PowerPoint, Corporate Tax, Outlook, Accounting, International Tax, Microsoft Office, Individual Taxation, Tax Services, Tax Audits, Tax Accounting, Partnership Taxation, Windows
Education
Golden Gate University 2004 — 2009
Taxation, Masters of Science in Taxation
University of Washington, Michael G. Foster School of Business 2000 — 2003
Business Administration, Accounting and Economics
Bellevue College 1998 — 2001
Associates Degree, Business
PricewaterhouseCoopers LLP July 2012 - Present
PricewaterhouseCoopers LLP July 2010 - July 2012
PricewaterhouseCoopers LLP September 2006 - June 2010
Skills
Due Diligence, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, Auditing, GAAP, External Audit, Financial Reporting, CPA, Revenue Recognition, Accounting, Mergers & Acquisitions, Technology, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2006
Masters of Science in Accounting
Babson College 2002 — 2006
Bachelor of Science in Business Management, Accounting
BROADRIDGE FINANCIAL SOLUTIONS June 2007 - Present
NYSE Euronext, Inc. November 2004 - June 2007
SIAC January 1999 - November 2004
PRICEWATERHOUSECOOPERS, LLP May 1999 - September 1999
Skills
CISA, Risk Management, Business Process..., Auditing, Internal Audit, Internal Controls, Strategy, Analysis, Enterprise Risk..., Finance, Management, Leadership, IT Audit, Risk Assessment, Budgets, Performance Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Accountancy
The Juilliard School 1988 — 1992
BM, Classical Vocal Performance
ACON Investments July 2014 - Present
PwC May 2011 - July 2014
ePlus, Inc November 2009 - April 2011
Merrill Lynch April 2007 - April 2009
PricewaterhouseCoopers, LLP September 2005 - March 2007
New Era Accounting & Taxes Services December 2003 - June 2005
Skills
Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Audits, Internal Audit, SOX 404, Asset Management, Financial Reporting, Financial Services, USA PATRIOT Act, Private Equity, SEC filings, Auditing, Tax, General Ledger, Financial Statements, Accounting, Risk Management, Financial Analysis, GAAP, Finance, Sarbanes-Oxley, External Audit, Financial Accounting, Corporate Finance, Management, SEC Filings, Assurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Management
Bentley University
B.S., Accounting
Liberty International Underwriters 2010 - Present
PricewaterhouseCoopers LLP 2002 - 2009
Skills
Asset Managment, Cognos, Reinsurance, Internal Controls, Capital Markets, Equities, Financial Reporting, Accounting, Sarbanes-Oxley Act, Insurance
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
PricewaterhouseCoopers LLP DirectorPricewaterhouseCoopers2002 - Present
PwC 2002 - Present
Arthur Andersen 1985 - 2002
Education
Baylor University - Hankamer School of Business
IBM June 2015 - Present
IBM February 2014 - May 2015
IBM Corporation July 2008 - January 2014
PricewaterhouseCoopers LLP September 2005 - July 2008
Levy Holm Pellegrino & Drath LLP June 2004 - April 2005
Skills
International Tax..., International Tax, Tax, Tax Structuring, Tax Law, Treasury/Financial..., Finance, Mergers & Acquisitions, Corporate Tax, Management
Education
New York University School of Law 2007 — 2009
LLM, Tax
Benjamin N. Cardozo School of Law, Yeshiva University 2002 — 2005
JD, Law
University of Maryland College Park 1998 — 2002
BA, BS, Accounting, Political Science
Massachusetts Gaming Commission August 2014 - Present
McGladrey January 2012 - Present
Eastern Research Group (ERG) May 2011 - April 2012
TJX May 2010 - May 2011
PricewaterhouseCoopers LLP January 2007 - October 2009
Textron Systems June 2006 - January 2007
Skills
Corporate Tax, Accounting, Tax, Financial Reporting, Tax Accounting, Financial Analysis, Auditing, Income Tax, GAAP, Tax Preparation, Tax Research, Fixed Assets, International Tax, Account Reconciliation, Accounts Payable, General Ledger, QuickBooks
Education
Bentley University 2012 — 2015
Master's degree, Masters in Taxation
University of Massachusetts Lowell 2002 — 2006
Bachelor of Science, Finance
University of Massachusetts Lowell 2002 — 2006
Bachelor of Science, Accounting
Syncora Guarantee June 2003 - Present
PricewaterhouseCoopers LLP October 1993 - May 2003
Education
Baruch College, City University of New York (CUNY)
MBA, Accountancy
Hofstra University
BBA, Banking and Finance
PricewaterhouseCoopers LLP March 2011 - Present
NYSDTF June 2008 - March 2011
Skills
GAAP, Accounting, Financial Reporting, Tax, CPA, US GAAP, Tax Accounting, SEC filings, Income Tax, Sarbanes-Oxley Act, Tax Preparation, Tax Research
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Oculus Group LLC May 2012 - Present
Integrated Financial Engineering, Inc. August 2008 - Present
PricewaterhouseCoopers LLP July 1994 - July 2008
Skills
Microsoft Office, Accounting, Business Strategy, Financial Reporting, Negotiation, Forecasting, Change Management, Team Building, Microsoft Word, Process Improvement, Risk Management, Financial Modeling, Valuation, Program Management, Management Consulting, Business Process..., Strategy, Leadership, Financial Services
Education
University of Maryland College Park 1977 — 1980
MA, Economics
Ball State University 1972 — 1977
BS, Economics
PricewaterhouseCoopers LLP June 1997 - Present
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, CPA, GAAP, Accounting, Financial Accounting, Internal Audit, Due Diligence, SEC Financial Reporting, IFRS, Sarbanes-Oxley, US GAAP, Big 4, Assurance, External Audit
Education
Auburn University, College of Business 1992 — 1997
BA and Masters, Accounting
Auburn University
PwC July 2013 - Present
PricewaterhouseCoopers, LLP November 2005 - Present
PricewaterhouseCoopers LLP November 2005 - Present
OnLine Alternatives January 1993 - December 2000
OnLine Alternatives, Inc January 1993 - January 2000
Skills
Financial Analysis, Project Management, Leadership, Analysis, Business Process..., Account Management, Financial Reporting, Process Improvement, Management, Human Resources, Payroll, Sales, Strategic Planning, Sales Management
Education
Baylor University - Hankamer School of Business 1983 — 1987
BBA, Management
Samford University
Master, Business Administration
Bentley University April 2015 - Present
Northeastern University September 1999 - April 2015
PricewaterhouseCoopers, LLP September 1994 - September 1999
Skills
Admissions, recruiting,...
Education
Bentley University 1996 — 1999
Master of Science in Taxation, Taxation
Northeastern University 1989 — 1994
Bachelor of Science, Accounting/Finance
PricewaterhouseCoopers LLP October 1989 - Present
Skills
Hedge Funds, Mutual Funds, Asset Management, Accounting, Compliance, ETFs, Valuation, Investments, Risk Management, Financial Reporting, Financial Analysis, Fund Accounting, Risk, Internal Controls, Audit, Client Service, Auditing, Private Equity, Financial Structuring, Tax, Alternative Investments, SEC filings, Investment Management, Financial Services, Equities, Management, Due Diligence, Finance, Capital Markets
Education
Bentley University 1979 — 1983
BS, Accounting
U.S. Securities and Exchange Commission February 2013 - Present
BNY Mellon April 2006 - March 2011
Ernst & Young LLP January 2001 - January 2004
Depository Trust Clearing Corp April 1999 - November 2000
PricewaterhouseCoopers LLP September 1996 - April 1999
Skills
CPA, GAAP, Auditing, Internal Controls, Operational Risk..., Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition
Education
City University of New York-Baruch College
BBA, Accounting
David S. Proskin, CPA 2012 - Present
Novus Partners September 2010 - September 2011
Morgan Stanley Fund Services May 2006 - August 2010
Exton Capital Management November 2004 - May 2006
Milton Arbitrage Partners, LLC June 1998 - November 2004
PricewaterhouseCoopers LLP 1991 - 1998
Goldstein Golub Kessler & Co 1996 - 1997
Bloom Hochberg 1988 - 1991
Lynch Jones & Ryan 1986 - 1988
Skills
Management Consulting, Hedge Funds, Derivatives, Capital Markets, Asset Management, Management, Equities, Alternative Investments, Fund Accounting, Leadership, Investments, Fund Of Funds, Financial Modeling, Private Equity, Finance, Financial Analysis, Valuation, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Accounting
Bronx Science
B.E.C. Services, Inc. February 2014 - Present
OhioGuidestone February 2014 - Present
Cuyahoga Community College January 2014 - Present
Suncoast Title of Clearwater, Inc. March 2013 - May 2013
GrafTech International July 2012 - November 2012
TransDigm Inc. May 2008 - July 2010
PriceWaterhouseCoopers, LLP February 2007 - August 2007
Global Imaging Systems, Inc. May 2005 - January 2007
Cleveland-Cliffs Inc 2002 - 2005
Education
Cuyahoga Community College 2014 — 2015
Associate of Science (A.S.), Automotive Engineering Technology/Technician
Baldwin Wallace University 1998 — 2003
B.A., Business/Accounting
NJ Builders Association October 2005 - Present
State of New Jersey, Division of Law June 2003 - August 2003
Benjamin N. Cardozo School of Law, Mediation Clinic August 2002 - May 2003
PRICEWATERHOUSECOOPERS LLP October 1998 - October 2000
Skills
Policy, Research, Proposal Writing, Courts, Strategy, Budgets, Management Consulting, Environmental Awareness, Civil Litigation, Appeals, Analysis, Public Relations, Mediation, Legislation, Land Use, Due Diligence, Writing, Environmental Policy, Environmental Compliance, Environmental Issues, Legal Writing, Leadership, Student Leadership, Project Management, Leading Meetings, Meeting Facilitation, Member Relations, Membership Management, Report Writing, Policy Analysis, Public Policy, Strategic Planning, Grant Writing, Trade Publications, Process Improvement, Regulatory Affairs, Regulatory Submissions, Regulations, Regulatory Analysis, Member Retention
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
JD, Law
Columbia University - School of International and Public Affairs 1995 — 1997
Masters of Public Policy and Administration, Social Welfare Policy
Barnard College 1990 — 1994
Bachelor of Arts, English and Psychology
PricewaterhouseCoopers August 2009 - Present
PricewaterhouseCoopers LLP August 2007 - July 2009
SCDC 2004 - 2007
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting
American Express Vente-Privee USA November 2011 - Present
PricewaterhouseCoopers LLP September 2010 - November 2011
Russian Standard Vodka USA December 2008 - September 2010
Kempisty and Company CPAs PC February 2007 - December 2008
Skills
Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Auditing, General Ledger, Inventory Management, Analysis, Process Improvement, Management, E-commerce, Start-ups, Leadership, Financial Analysis, Forecasting, Financial Accounting, Internal Audit
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.7
National Economic University, Minsk, Belarus
Completed 3 years toward a Bachelor Degree in Marketing and Advertising
AGold Group March 2010 - Present
TechPar Group March 2010 - Present
PricewaterhouseCoopers LLP November 1984 - February 2010
PricewaterhouseCoopers LLP 1984 - 2010
Skills
Due Diligence, SEC filings, Auditing, Hedge Funds, Asset Management, US GAAP, CPA, Private Equity, Financial Reporting, Accounting, Mergers & Acquisitions, Internal Controls, Financial Services, Sarbanes-Oxley Act, Risk Management, Investments
Education
Baruch College, City University of New York (CUNY) 1965 — 1971
MBA, Accounting
City University of New York-Brooklyn College 1961 — 1965
BS, Accounting
FFJ Consulting, Inc. 2008 - Present
The Coca-Cola Company 2002 - 2007
PRICEWATERHOUSECOOPERS LLP 1999 - 2002
Entergy 1994 - 1999
Skills
Organizational..., Organizational Design, Organizational Change, Talent Management, Talent Development, Talent Assessment, Human Capital Management, Performance Management, Change Management, Leadership Development, Personnel Management, Recruiting, Human Resources, Program Management, Workforce Planning, Temporary Placement, Employee Relations, Employee Benefits, Policy, Deferred Compensation, Strategic Planning, HR Consulting, Management, Executive Coaching, Team Building, Consulting, Talent Acquisition, Strategy, Leadership, Human Capital, Culture Change, HRIS
Education
Auburn University 1994 — 1996
MA, Organizational Communication
James Madison University 1989 — 1993
BS, Organizational Communication
Intersil Corporation May 2014 - Present
Atmel Corporation January 2013 - May 2014
PricewaterhouseCoopers, LLP November 2010 - January 2013
Force10 Networks, Inc November 2009 - March 2010
KPMG, LLP September 2007 - August 2009
Skills
Financial Reporting, Assurance, PowerPoint, Finance, Auditing, Sarbanes-Oxley Act, Microsoft Excel, US GAAP, Microsoft Office, SEC filings
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Accounting/Finance
PwC July 2012 - Present
PricewaterhouseCoopers LLP October 1990 - Present
Skills
Governance, Management, Risk Management, Financial Risk, Leadership
Education
Baylor University
Bachelor of Business Administration (BBA), Summa Cum Laude
AmREIT November 2009 - May 2015
AmREIT August 2004 - November 2009
PricewaterhouseCoopers LLP June 2002 - August 2004
Arthur Andersen August 1991 - May 2002
Skills
Financial Analysis, Due Diligence, Financial Reporting, Mergers & Acquisitions, Management, Internal Controls, Sarbanes-Oxley Act, SEC Filings, US GAAP, Financial Modeling
Education
Baylor University 1987 — 2001
BBA - Accounting
Crestwood Equity Parnters LP October 2013 - Present
SunCoke Energy June 2011 - Present
Crestwood Midstream Partners LP August 2007 - Present
Bledsoe Interests 2005 - Present
PricewaterhouseCoopers LLP August 1972 - July 2005
Coopers & Lybrand 1972 - 2005
Skills
Assurance, CPA, SEC filings, Accounting, Internal Controls, Auditing, US GAAP, Leadership, Sarbanes-Oxley Act, Management, Mergers & Acquisitions, GAAP, Financial Reporting, Due Diligence, Financial Analysis, Financial Accounting, Managerial Finance, Financial Modeling, IFRS, Internal Audit, Sarbanes-Oxley, Cost Accounting, Divestitures, Corporate Governance, General Ledger, Tax, Enterprise Risk..., Cash Management, Business Valuation, Restructuring, Risk Management, Acquisition Integration, Corporate Finance, Executive Management, Strategic Planning
Education
Auburn University, College of Business 1970 — 1972
BSBA, Accounting
BDO USA, LLP 2003 - Present
Miller Ellin & Company LLP 2001 - 2003
PricewaterhouseCoopers LLP 1997 - 2001
Skills
Corporate Tax, GAAP, CPA, Accounting, Auditing, Tax Preparation, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Tax, Financial Analysis, Forecasting, Budgets, Microsoft Excel, Microsoft Office, Microsoft Word, SEC filings
Education
Pace University - Lubin School of Business 2007 — 2011
MS in Taxation, Taxation
City University of New York-Baruch College 1989 — 1993
BBA, Accounting
PricewaterhouseCoopers, LLP August 1997 - Present
Ernst & Young, LLP 1995 - 1997
Arthur Andersen & Co. September 1987 - August 1990
Ameritrust September 1985 - September 1986
Skills
Corporate Tax, Income Tax, Finance, Tax Advisory, Tax Law, State and local tax
Education
Capital University 1990 — 1993
Master of Business Administration (MBA), Tax/Corp law
The Ohio State University 1986 — 1987
Transfered MBA credits to Baldwin Wallace, MBA
Baldwin Wallace University 1985 — 1986
Master of Business Administration (MBA), Business Mgt.
PwC July 2005 - Present
PricewaterhouseCoopers LLP July 2000 - June 2005
Skills
Mergers & Acquisitions, Financial Reporting, US GAAP, SEC filings, CPA, Integration, Due Diligence, Dispute Settlement
Education
Bentley University 1984 — 1988
bs, accountancy
PricewaterhouseCoopers LLP July 2014 - Present
PricewaterhouseCoopers July 2008 - June 2014
PwC July 2005 - June 2008
PwC July 2003 - June 2005
Skills
Accounting, Auditing, Risk Management, Information Technology, Banking, Investment Banking, Internal Controls, Sarbanes-Oxley Act, SAS70, Assurance, IT Audit, Investment Management, External Audit, CISA, Enterprise Risk..., Internal Audit, COSO, Big 4, CPA, Sarbanes-Oxley, Business Process..., Governance, Operational Risk..., Risk Assessment, Business Process, Operational Risk, Financial Services, Forensic Accounting, Financial Risk, Financial Audits, US GAAP, Capital Markets, GAAP, IFRS, Due Diligence
Education
Belmont Abbey College 1995 — 2000
BA, Accounting
PricewaterhouseCoopers LLP January 2012 - Present
PricewaterhouseCoopers LLP June 1980 - December 2011
PricewaterhouseCoopers LLP June 1980 - July 2006
Education
Auburn University 1976 — 1980
B. S., Accounting
PricewaterhouseCoopers LLP September 2013 - Present
PwC June 2011 - August 2011
University of Connecticut Financial Aid Office August 2008 - June 2011
City of White Plains Youth Bureau July 2010 - August 2010
City of White Plains Budget Department June 2009 - August 2009
Pace University Law School June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Tax, Income Tax, Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master's degree, Taxation
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science, Accounting
PricewaterhouseCoopers LLP September 2008 - Present
Skills
Corporate Tax, Tax Preparation, Tax Returns, Partnership Taxation, S Corporations, Coaching
Education
Baldwin Wallace University 2005 — 2008
Master of Business Administration (MBA), Accounting
Ohio University 2000 — 2003
Bachelor of Arts (BA)
PricewaterhouseCoopers LLP July 2013 - Present
Greystone & Co. September 2012 - May 2013
Baked Better January 2012 - May 2013
Credit Suisse June 2012 - August 2012
Skills
Financial Analysis, Accounting, Microsoft Excel, QuickBooks, Nonprofits, Financial Reporting, Financial Statement..., Economics, Financial Modeling, Financial Accounting, Finance, Research, Auditing, Corporate Finance, Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
BBA
Tomsk State University 2004 — 2007
Deloitte Tax LLP August 2010 - Present
Deloitte Tax LLP July 2006 - July 2010
United Business Media December 2002 - July 2006
PricewaterhouseCoopers LLP September 2001 - December 2002
Education
Baruch College 1998 — 2001
Bachelor in Business Administration, Accounting
Marks Paneth LLP 2012 - Present
PricewaterhouseCoopers LLP 2008 - 2012
ODMD LLP March 2004 - January 2008
Skills
Big 4, Income Tax, Expatriate Tax, International Tax, Tax, Auditing, Corporate Tax, Tax Research, Tax Accounting, Financial Reporting, ProSystem fx Tax, Financial Audits, Personal Income Tax..., Internal Controls, Tax Returns, Tax Law, Tax Advisory
Education
Baruch College
BA, Accouting
Lindsay Goldberg LLC August 2012 - Present
PricewaterhouseCoopers LLP January 2012 - April 2012
Bobby Van's Steakhouse October 2006 - January 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Windows
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Baruch College, City University of New York New 2008 — 2012
Bachelor, Business Administration; Accounting
PricewaterhouseCoopers LLP January 2015 - Present
BDO USA, LLP January 2014 - November 2014
Skills
Financial Services, Accounting, Microsoft Excel, Auditing, Financial Accounting, Internal Controls, US GAAP, Valuation, Financial Analysis, Hedge Funds, Alternative Investments, Fund Of Funds, Offshore Funds, Private Equity, SOX 404, Bloomberg Terminal, Long/Short Equity, Equities, Derivatives, Bond Markets, US Treasuries, Capital Markets, Fund Administration, Caseware, Financial Statement..., SEC Filings, Teamwork, Goal Oriented, Management, Business Development, Financial Audits, Credit, Adobe Professional, Microsoft Office, Economics, Analytical Skills, Manage Client..., Leadership, Communication Skills, Financial Reporting, Tax
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Master of Business Administration (MBA), Accounting
Stony Brook University 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
Eze Software Group December 2012 - Present
Eze Software Group November 2005 - November 2012
Deloitte July 2005 - November 2005
Eze Software Group March 2003 - June 2005
Eze Software Group July 2002 - February 2003
PricewaterhouseCoopers LLP July 2000 - July 2002
Oppenheimer & Co. November 1999 - July 2000
Skills
Quality Assurance, Equities, Bloomberg, Trading Systems, Business Analysis, Financial Services, Securities, Vendor Management, SDLC, Analysis, Requirements Gathering, Financial Analysis, User Acceptance Testing, Software Project..., Hedge Funds, Back Office, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Merrimack College 1995 — 1999
Bachelor of Arts (BA), Economics
Northeastern University
SJP
PricewaterhouseCoopers LLP September 2013 - Present
PricewaterhouseCoopers LLP June 2012 - August 2012
EisnerAmper LLP January 2012 - April 2012
Marsh & McLennan Companies, Inc. May 2011 - January 2012
Chinatrust Commercial Bank October 2010 - May 2011
H&R Block January 2011 - April 2011
Skills
Tax Returns, Apportionment, Financial Statements, Microsoft Excel, Tax Provision, Accounting, State and Local Tax, Corporate Tax, Partnership Taxation, Individual Taxation, Allocations, Tax, Tax Accounting, GAAP, Tax Preparation, Financial Accounting, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Taxation, 3.9
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.8
PwC July 2011 - Present
PricewaterhouseCoopers LLP July 2004 - Present
Skills
Tax Accounting, Tax, CPA
Education
Baylor University 2003 — 2004
Master of Accounting, Accounting and Taxation
Baylor University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting