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
Clearline Chartered Accountants October 2011 - Present
PricewaterhouseCoopers LLP August 2006 - August 2011
Staley Okada & Parnters June 1996 - August 2006
Skills
Accounting, Financial Reporting, Payroll, Auditing, Assurance, Tax, Financial Accounting, GAAP, IFRS, External Audit, Corporate Tax, Tax Accounting, US GAAP, Income Tax, Internal Controls
Education
British Columbia Institute of Technology
PricewaterhouseCoopers LLP July 1996 - Present
Digital Equipment Corporation April 1995 - August 1996
Hanover Insurance March 1994 - March 1995
Skills
Due Diligence, Carve-outs, Internal Controls, US GAAP, Accounting, Financial Reporting, Tax, Auditing, Corporate Finance, Financial Analysis
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Accounting
Harvard University 1986 — 1990
AB, Economics
MaritzCX September 2015 - Present
Domo, Inc. May 2014 - July 2015
PricewaterhouseCoopers LLP September 2012 - May 2014
PricewaterhouseCoopers LLP June 2010 - August 2012
Honeywell January 2009 - August 2009
Skills
Cloud Computing Process..., Go-to-market Strategy, Portfolio Optimization, Operating Model..., Quote to Cash Process..., Technology Consultant, IT Outsourcing Org..., Procurement Process..., Change Management and..., SAP Implementation and..., Project Management, Cloud Computing, Operating Models, Leadership, Training, Strategy, Mergers & Acquisitions, Management Consulting, Human Resources, Business Process..., Program Management, Account Management, Business Strategy, Management, Consulting, Strategic Planning, Team Leadership, Start-ups, Analytics, Business Intelligence, Cross-functional Team..., Process Improvement, Data Analysis
Education
BYU MBA Program 2008 — 2010
MBA, Business Administration and Management, General
Brigham Young University 2003 — 2006
B.S., Business Management, Financial Services Emphasis
PricewaterhouseCoopers LLP March 1990 - Present
KPMG January 1982 - January 1990
Skills
Tax, Tax Research, Corporate Tax, Accounting, Income Tax, Cost Segregation, Tax Accounting, CPA, Financial Reporting, Auditing, Purchase Price..., Internal Controls, Business Valuation, Leadership, Partnership Taxation, SEC filings, SEC Filings
Education
Bradley University 1978 — 1981
Bachelor of Science, Accounting
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - Present
Maricopa Community Colleges January 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - May 2014
BDO USA, LLP May 2009 - May 2012
PricewaterhouseCoopers 2007 - 2009
PricewaterhouseCoopers, LLP June 2006 - August 2006
Skills
Tax, International Tax, Income Tax, Tax Advisory, Corporate Tax, Preparation, FASB, Tax Accounting, SEC filings, FIN 48, CPA, Accounting, Spanish-speaking
Education
Brigham Young University 2006 — 2007
MAcc, Accounting - Tax
Brigham Young University 2003 — 2006
BS - Accounting
BDO USA, LLP June 2015 - Present
PricewaterhouseCoopers LLP October 2007 - May 2015
Rocky Mountain Tax, LLC 2003 - 2005
Skills
Tax, Accounting, Tax Accounting, Financial Accounting, Microsoft Word, GAAP, Financial Reporting, Tax Research, CPA, Asset Management, Partnership Taxation, Microsoft Excel, Project Management, Engagement Management, Private Equity, Hedge Funds, Partnership Tax Returns, IRC Section 704(c)...
Education
Texas Tech University - Rawls College of Business 2006 — 2007
Master's Degree, Accountancy, Taxation
Brigham Young University - Idaho 2000 — 2005
Bachelor's Degree, Accounting, Business Management
AAPC June 2010 - Present
Healthy Minds Foundation July 2007 - Present
PricewaterhouseCoopers, LLP August 2004 - June 2010
Lawrence Partners, LLC September 2003 - July 2004
Arthur Andersen, LLP June 2001 - August 2002
University of Washington Medical Center June 2000 - June 2001
Skills
Strategic Planning, Turn Around Management, Interim Management, Operations Improvement, Non-profits, Start-ups, Executive Management, Finance, Healthcare, Management Consulting, Healthcare Management, HIPAA, Revenue Cycle, EMR, Change Management, Process Improvement, Program Management, Healthcare Information..., Project Management, Data Analysis, Hospitals, Medicaid, Entrepreneurship, Practice Management, Business Development, Training, Physicians
Education
University of Washington 1999 — 2001
MHA, Healthcare
Brigham Young University 1995 — 1998
B.S., Psychology
Gregory Tax Law, PLLC August 2013 - Present
Office of Chief Counsel (IRS) June 2001 - August 2013
PricewaterhouseCoopers LLP June 2000 - June 2001
Skills
Litigation, Corporate Law, Legal Advice, Appeals, Legal Assistance, Tax, Income Tax, International Tax, Corporate Tax, Tax Audit Representation, IRS problem resolution, Partnership Taxation, FBAR, Offshore Compliance, IRS, Tax Court Representation, IRS Appeals...
Education
Boston University School of Law 1999 — 2000
Master of Laws (LLM), Taxation
South Texas College of Law 1996 — 1999
Doctor of Law (JD), Law
INDEPENDENT CONSULTANT & TRAINER June 1991 - Present
PINKERTON March 2013 - April 2014
BOOZ ALLEN HAMILTON July 2002 - October 2011
PRICEWATERHOUSECOOPERS, LLP July 2000 - January 2002
COMPUTER SCIENCES CORPORATION July 1997 - July 2000
AUTOMATION RESEARCH SYSTEMS Ltd November 1996 - July 1997
SYSTEMS AND DEFENSE SERVICES INTERNATIONAL June 1991 - November 1996
UNITED STATES MARINE CORPS April 1968 - May 1991
Skills
Counterterrorism, Security Clearance, Intelligence Analysis, Physical Security, Risk Assessment, Security, Security Operations, Counterintelligence, Crisis Management, Force Protection, Operational Planning, Homeland Security, Special Operations, Emergency Management, National Security, Executive Protection, Defense, Exercises, Security Management, Strategic Planning, Contingency Planning, Surveillance, Law Enforcement, Protection, Business Continuity, Top Secret, Mission Assurance, Information Security..., Military Operations, Organizational..., International Security, Corporate Security, International Project..., All-Source Intelligence, Knowledge Management, Security Training, Weapons of Mass..., Weapons, Reconnaissance, Personal Security, Security Audits, Intelligence Community, Computer Security, Counter-narcotics, OPSEC Management and..., Government Liaison, Information Operations, Information Technology, Government
Education
ADDITIONAL TRAINING
Defense Intelligence College
Post Graduate Studies, National Intelligence
Bowling Green State University
Bachelor's Degree, Political Science
Pepperdine University
Master's Degree, Human Resource Management/Organizational Development
The Risenmay Law Firm PLLC 2014 - Present
Stoel Rives LLP 2008 - 2014
PricewaterhouseCoopers LLP 1997 - 2006
Bogle& Gates LLP 1987 - 1997
Perkins Coie LLP 1985 - 1987
Skills
Legal Writing, Litigation, Legal Research, Due Diligence, Intellectual Property, Legal Advice, Property Tax, Corporate Law, Sales Tax, State Tax, Commercial Litigation, Tax
Education
LL.M in Taxation, University of Washington School of Law
LL.M., Tax
J.D., magna cum laude, J. Reuben Clark Law School, Brigham Young University 1982 — 1985
J.D., magna cum laude, Order of the Coif, Law
Master of Accountancy, Brigham Young University 1975 — 1976
Master of Accountancy, Managerial Accounting
Brigham Young University 1973 — 1975
Bachelor of Science, summa cum laude, Accounting
Hess Corporation October 2014 - Present
Keane Group May 2014 - July 2014
BHP Billiton July 2012 - April 2014
BHP Billiton June 2006 - July 2012
BHP Billiton June 2006 - May 2011
PricewaterhouseCoopers LLP April 2005 - May 2006
Ajilon Consulting September 2004 - April 2005
Novell August 2002 - August 2004
Volt Technical Services September 2002 - June 2003
NuSkin Enterprises February 2000 - August 2002
Skills
Change Management, .NET, Linux, Software Quality..., Spanish, Novell Netware, Server Architecture, Business Process, Project Implementation, Business Analysis, IT Service Management, Security, Requirements Analysis, Testing, Consultancy, Visio, SAP, ERP, IT Strategy, ITIL, SOX, Deployment, Unix, Systems Analysis, Cross-functional Team..., Windows, Consultants, Integration, Program Management, Project Management, Analysis, System Deployment, Management, Business Process..., IT Management, Upstream, Information Technology, Unconventional, Software Documentation, Shale, Sarbanes-Oxley Act, Oil/Gas, Petroleum, Training, PMO, Leadership, Quality Assurance, Project Portfolio..., SharePoint, Business Intelligence
Education
Utah Valley University 2002 — 2004
BS
Brigham Young University 2001 — 2003
N/A
Crescenta Valley High School 1992 — 1995
Ports America 2014 - Present
Quintiles 2012 - 2014
Quintiles 2010 - 2012
Quintiles 2008 - 2010
PricewaterhouseCoopers LLP 2006 - 2008
U.S. Marines 1998 - 2006
Skills
Financial Reporting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Budgets, Leadership, Management, Cross-functional Team..., Finance, Training, Forecasting, Managerial Finance, Analysis, Process Improvement, Variance Analysis
Education
Boston University 2004 — 2006
MBA
United States Naval Academy 1994 — 1998
Bachelor of Science (BS)
PricewaterhouseCoopers LLP August 2011 - Present
PRTM Management Consultants February 1992 - August 2011
Bose Corporation 1989 - 1992
Data General (now EMC) 1984 - 1989
Education
Boston University
Masters, Business Administration
University of Iowa 1980 — 1984
BS, Electrical Engineering
PricewaterhouseCoopers LLP October 2013 - Present
Gordon, Stockman & Waugh PC January 2011 - September 2013
Archer Daniels Midland May 2010 - December 2010
Jackson Hewitt December 2009 - April 2010
Illinois Agricultural Auditing Association May 2009 - August 2009
Skills
Excel, IDEA : CAAT, QuickBooks, Lacerte, GAAP, Fixed Assets, Financial Accounting, Accounting, Tax Preparation, Auditing, Financial Statements, Financial Reporting, Account Reconciliation, Internal Controls, CPA
Education
Bradley University 2006 — 2010
BS, Accounting
Tanner LLC October 2012 - Present
PricewaterhouseCoopers LLP June 2005 - November 2012
Skills
Accounting, CPA, Corporate Tax, FIN 48, GAAP, SEC filings, Tax, Tax Accounting, US GAAP, Partnership Taxation, International Tax, Income Tax, Revenue Recognition, Tax Research
Education
Brigham Young University
Master of Accountancy, Tax Emphasis
Brigham Young University - Idaho
Natixis Global Asset Management, L.P. August 2011 - Present
Boston Private Financial Holdings December 2007 - August 2011
PricewaterhouseCoopers, LLP May 2004 - October 2007
Booz Allen Hamilton September 1998 - February 2002
Skills
Financial Reporting, Mergers & Acquisitions, Mergers, Accounting, Internal Controls, Forecasting, Financial Modeling, IFRS, Budgets, Valuation, Asset Management, Due Diligence, Financial Analysis, Investments, Management, Sarbanes-Oxley Act
Education
Boston University - School of Management 2002 — 2004
MBA and MSIS
United States Naval Academy 1989 — 1993
BS
Puget Sound Energy April 2014 - Present
Intermec Technologies October 2012 - December 2013
Intermec Technologies November 2011 - October 2012
PricewaterhouseCoopers LLP September 2006 - November 2011
PricewaterhouseCoopers July 2002 - September 2006
PricewaterhouseCoopers July 2000 - July 2002
Skills
Sarbanes-Oxley Act, Financial Services, System Applications, Internal Controls, Auditing, Business Process, Risk Management, SAS70, CISA, IT Audit, Internal Audit, COSO, ITGC, Enterprise Risk..., Risk Assessment, Information Technology, Sarbanes-Oxley, Governance, Process Improvement, Management, Budgets, Leadership, Information Security, ERP, Accounting, Financial Risk, Information Security..., External Audit, SEC filings, Financial Reporting, US GAAP, COBIT, Business Process..., Finance, Software Documentation
Education
Brigham Young University
Bachelor's Degree
PricewaterhouseCoopers LLP August 2004 - January 2014
Derbyshire Viceroy Property Tax Consultants Ltd November 2003 - July 2004
Ministry of Revenue January 1990 - September 2002
Skills
Property assessment and..., Due Diligence, Lease Valuation, Real Estate Valuation -..., Real Estate Valuation -..., Real Estate Valuation -..., Expert witness property..., Negotiation - property..., Senior Manager /..., Negotiation - work..., Accounting, Financial Reporting
Education
Brock University
Honours Business Adminstration, Business/Commerce, General
Queen's University
Master of Business Administration (MBA)
Google May 2015 - Present
PricewaterhouseCoopers SA October 2012 - May 2015
PricewaterhouseCoopers LLP July 2007 - October 2012
Skills
Transfer Pricing, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Corporate Finance, Accounting, Business Valuation, Economics, International Tax
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
Masters, Finance
University of North Carolina at Chapel Hill 2005 — 2007
Bachelor of Arts (BA), Economics
Boston University 2003 — 2005
Bachelor of Arts (B.A.), Economics
PricewaterhouseCoopers LLP January 2011 - February 2013
Siegal & Drossner January 2008 - June 2010
Landor Associates June 2006 - September 2006
Skills
CPA, Auditing, Internal Controls, Accounting, Financial Statements, Financial Reporting, US GAAP, Bookkeeping, Tax, Account Reconciliation
Education
Boston University 2003 — 2007
Bachelor of Arts (BA), Economics, Accounting
Central High School 1999 — 2003
SimonMed Imaging July 2013 - Present
Bitcentral April 2013 - July 2013
InSight Health Corp. January 2009 - February 2013
InSight Health Corp. November 2006 - January 2009
InSight Health Corp July 2005 - November 2006
Beckman Coulter May 2003 - July 2005
PricewaterhouseCoopers LLP April 2002 - May 2003
Arthur Andersen LLP January 2000 - April 2002
Skills
SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Auditing, General Ledger, Financial Statements, Process Improvement, Revenue Recognition, Strategic Planning, Budgeting, Forecasting, Capital Project Planning, Treasury Services, Cash Management, Mergers & Acquisitions, Business Valuation, Technical Accounting..., Financial Systems, Turn Around Management, Business Restructures, Acquisition Integration, Cost Reduction Planning, Performance Benchmarking, Internal Controls, Managerial Finance, Corporate Finance, US GAAP, Internal Financial..., Capital Budgeting, Incentive Programs, CPA, MBA, Healthcare Industry, Healthcare Reimbursement, Medical Devices, Financial Audits, Investor Relations..., Financial Advisory, Debt Restructuring
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA, Corporate Finance
Brigham Young University 1993 — 1999
B.S., Accounting
Olympus High School 1990 — 1993
Keel Point April 2011 - Present
Keel Point September 2004 - April 2012
PricewaterhouseCoopers LLP 2002 - 2004
Skills
Strategic Financial..., Financial Analysis, Finance, Entrepreneurship, Business Planning, Financial Services, Restructuring, Auditing, Analysis, Management, Budgets, Executive Management, Investor Relations, Tax, CPA, Financial Advisory, Asset Management, Strategy, Due Diligence, Investments, Private Equity, Strategic Planning, Financial Modeling
Education
Brigham Young University
Bachelor of Science (B.S.), Accounting
PricewaterhouseCoopers LLP September 2005 - Present
PricewaterhouseCoopers LLP July 2010 - August 2011
Skills
Valuation, Economics, Business Valuation, Capital IQ, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Bloomberg, Private Equity, US GAAP, Capital Markets, Due Diligence, Corporate Development, Finance, Accounting
Education
Brandeis International Business School 2007 — 2007
MBA, International Business
Brandeis International Business School 2004 — 2005
MA, International Finance
Brandeis University 2001 — 2004
BA, Economics
Blue Raven Solar April 2015 - Present
Clear Water Development March 2013 - April 2015
Seven Peaks June 2012 - March 2013
PricewaterhouseCoopers, LLP December 2009 - June 2012
Skills
Microsoft Office 2007, Quickbooks, Korean, Strategy, Finance, Assurance, Budgets, Accounting, QuickBooks, Auditing, Financial Statements, Consolidation, CPA, Analysis, GAAP, Forecasting, Financial Audits, US GAAP
Education
Brigham Young University 2004 — 2009
Masters of Accountancy, Auditing
Brigham Young University 2006 — 2008
Bachelors, Accounting
EY February 2014 - Present
Roberge Poskus International October 2010 - January 2014
EY February 2004 - November 2010
Argy, Wiltse & Robinson, P.C March 2003 - November 2003
PricewaterhouseCoopers, LLP September 1998 - February 2003
Seamons and Associates, P.C January 1998 - September 1998
Skills
Tax, Income Tax, International Tax, Accounting, Tax Preparation, Expatriate Tax, Compliance, Payroll, CPA, FIRPTA
Education
BYU 1995 — 1998
BS
Ernst & Young June 2011 - Present
PricewaterhouseCoopers, LLP September 2008 - June 2011
MetLife Advisers, LLC June 2002 - August 2005
Northeastern University September 1999 - June 2002
Skills
Corporate Tax, Tax Law, Tax, Tax Accounting, Income Tax, Microsoft Excel, State Tax, State Tax Planning, Federal & State Income..., Tax Research, US GAAP
Education
Boston University School of Law 2010 — 2013
LL.M., Taxation
Boston University School of Law 2005 — 2008
J.D.
Northeastern University
Certificate, Paralegal Studies
Northeastern University 1998 — 2002
B.S, Criminal Justice, Legal Studies Concentration
Wake Forest University 1996 — 1997
PricewaterhouseCoopers LLP September 2014 - Present
Skills
Financial Services, Training, Securities Lending, Loan Servicing, IT Strategy, Business Analysis, SDLC, Enterprise Architecture, Business Process Design, Program Management, Requirements Analysis, Business Process..., Consulting, Management, Vendor Management, SOA, Strategy, Business Strategy, Solution Architecture, Business Process, Outsourcing, Business Transformation, Change Management, Management Consulting, Risk Management, Leadership, Business Process...
Education
Boston University 1995 — 1996
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 1978 — 1982
BS
Google, Inc. July 2006 - April 2009
PricewaterhouseCoopers LLP June 2005 - June 2006
Education
Brigham Young University 1999 — 2005
PricewaterhouseCoopers LLP 2000 - 2008
FranklinCovey June 2000 - August 2000
The Church of Jesus Christ of Latter-day Saints September 1997 - March 1999
Kemper Insurance 1996 - 1999
Kemper Insurance Companies May 1996 - August 1996
Education
Brigham Young University 1994 — 2000
International School Bangkok 1991 — 1994
High School
Highland High School, SLC, UT 1990 — 1991
High School
CFGI May 2012 - Present
PricewaterhouseCoopers LLP October 2011 - May 2012
Berkshire Bank April 2009 - June 2011
CFGI November 2008 - April 2009
Deloitte & Touche September 2002 - October 2008
Skills
Accounting, Banking, Financial Analysis, Financial Reporting, Mergers, Due Diligence, Corporate Finance, Fluent in Spanish-..., Budgeting, SOX, Auditing, Financial Modeling, Financial Accounting, US GAAP, Management, Budgets, Internal Audit, Internal Controls, Mergers, SEC filings, Sarbanes-Oxley Act, Tax, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2002
MS/MBA, Accounting, Business Administration
Brandeis University 1997 — 2001
BA, Biochemistry, History, Economics
Hewlett-Packard June 2015 - Present
PricewaterhouseCoopers LLP September 2010 - May 2015
PricewaterhouseCoopers Taiwan October 2007 - August 2010
PricewaterhouseCoopers LLP January 2006 - September 2007
Skills
Big 4, Transfer Pricing, Intangible Assets, Cross-border..., Intellectual Property..., Mandarin, International Business..., Financial Statement..., Microsoft Excel, Project Management, Communication Skills, Analysis, Management, Finance, Training, Financial Modeling, Financial Analysis, Tax, Financial Reporting, Due Diligence, Accounting, Corporate Finance
Education
UCLA Anderson School of Management 2010 — 2013
Master of Business Administration (MBA)
BYU 2002 — 2005
Bachelor's degree, Finance, General
PwC July 2014 - Present
PwC August 2012 - June 2014
CEC 2011 - 2012
Harvard Prison Legal Assistance Project May 2011 - July 2011
Boston Beer Company May 2010 - November 2010
PricewaterhouseCoopers, LLP June 2007 - May 2009
KPMG, LLP November 2006 - May 2007
PricewaterhouseCoopers, LLP August 2005 - November 2006
Skills
Due Diligence, Financial Analysis, Legal Research, AML, Legal Writing, Accounting, Risk Management, Internal Controls, Valuation, Contract Negotiation, Investments, Asset Management, Analysis
Education
Boston College Law School 2009 — 2012
Juris Doctor
Rutgers Business School 2001 — 2005
Bachelors of Science, Finance and Spanish
JP Stevens 1998 — 2001
Stallion Oilfield Services April 2013 - Present
Enservco Corporation August 2010 - April 2013
McGladrey September 2008 - August 2010
PricewaterhouseCoopers LLP June 2005 - September 2008
Novell 2003 - 2005
Potter Lawncare 2000 - 2005
Brigham Young University 2001 - 2003
Skills
US GAAP, IFRS, Manufacturing, Insurance, Retail, Energy Industry, Mining, Aerospace, Software Licensing, Entertainment, Packaging, Storage, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, Auditing, SEC filings, Financial Reporting, Accounting, Forecasting, Financial Analysis, Revenue Recognition, GAAP
Education
Brigham Young University 2002 — 2005
MAcc, BS, Accounting - Prof. Stem
Brigham Young University - Idaho 2000 — 2002
AS, Business Management
Ricks College 2000 — 2002
AS, Business Management
PricewaterhouseCoopers LLP July 2014 - Present
Vier vrienden January 2009 - December 2011
Deloitte September 2005 - January 2006
Skills
English, Dutch, Accounting, Tax Law, Entrepreneurship, Social Media, Teamwork, CMS, Social Networking, Internal Communications, Coaching, Editing, Non-profits, Social Skills, Microsoft Word, Microsoft Excel, PowerPoint, Research
Education
Boston University 2013 — 2014
LL.M.
University of Florida - Fredric G. Levin College of Law 2013 — 2013
Exchange Semester
Universiteit Leiden 2010 — 2013
LL.B.
Christelijke Hogeschool Ede 2007 — 2010
PricewaterhouseCoopers LLP September 2007 - Present
Brighton Bank January 2003 - August 2007
Skills
Banking, Tax, State Tax, Corporate Tax, Analysis, Tax Accounting, SEC filings, GAAP, Partnership Taxation, CPA, Tax Research
Education
Brigham Young University 2003 — 2007
Bachelor of Science (BS), Accounting
Brigham Young University 2003 — 2007
Master's Degree of Accounting, Taxation
Ahart & Cardon CPAs February 2014 - Present
PricewaterhouseCoopers LLP May 2011 - January 2014
Council on State Taxation (COST) May 2011 - January 2014
Institute for Professionals in Taxation (IPT) May 2011 - January 2014
George H Cardon, CPA December 2008 - April 2011
Viad Corp January 2002 - December 2008
Viad Corp January 1999 - December 2001
Viad Corp August 1995 - December 1998
Deloitte & Touche January 1994 - July 1995
Deloitte & Touche January 1993 - December 1993
Skills
Tax, Public Companies, Audit Management, Internal Controls, SOX, Compliance Audits, Accounting, External Audit, Financial Reporting, Tax Compliance, Corporate Tax, Due Diligence, International Tax, Compliance, Tax Accounting, Preparation, Income Tax, Tax Research, FAS109, Federal Tax, Tax Audits, Mergers, Property Tax, Use Tax, Tax Advisory, Tax Returns, Tax Services, Sales Tax, Valuation, Tax Reporting, Tax Strategies, GAAP, SALT, State Taxation, Tax Controversy, Restructuring, Tax Law, Big 4, SEC reporting, Audit, Tax Credits, Sarbanes-Oxley Act, US Tax, SEC filings, FIN 48, State Tax, Tax Preparation, Auditing, US GAAP, Financial Planners
Education
Brigham Young University 1989 — 1992
Masters of Accountancy, Tax
PricewaterhouseCoopers LLP September 2013 - Present
Larson July 2011 - August 2013
CBIZ MHM, LLC January 2007 - July 2011
Pilot Flying J January 2004 - January 2007
PricewaterhouseCoopers LLP August 1995 - January 2004
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, GAAP, SEC filings, Tax, CPA, Financial Accounting, Cash Management, Assurance, US GAAP, Sarbanes-Oxley Act, Financial Modeling, Bookkeeping, Tax Preparation, Internal Audit, Revenue Recognition, Managerial Finance, QuickBooks, Corporate Tax, Financial Analysis, Due Diligence, Income Tax, External Audit, Tax Accounting, Big 4, Financial Statements, SEC Filings
Education
Brigham Young University 1988 — 1995
Master of Accountancy, Accounting
Brigham Young University 1988 — 1995
Bachelors of Science, Accounting
Wasatch High School 1984 — 1988
Wells Fargo Securities June 2011 - June 2014
Missionary Training Center October 2010 - April 2011
PricewaterhouseCoopers LLP June 2010 - July 2010
PricewaterhouseCoopers LLP June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Business Valuation, Equity Research, Private Equity, Valuation, Credit, Investment Banking, Bloomberg, Due Diligence, Corporate Finance, Microsoft Excel, PowerPoint, Marketing Strategy
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Entrepreneurship
Brigham Young University 2006 — 2011
Bachelor of Science, Accounting
Brigham Young University - Hawaii 2005 — 2006
Bachelor of Science, General Studies
Beber Camp, Perlman Camp and The Perlman Retreat Center June 2014 - Present
VSA Partners 2013 - May 2014
See3 Communications 2011 - 2013
Marc Altman Photography 2006 - 2012
ASMP: The American Society of Media Photographers 2008 - 2011
B'nai B'rith Beber Camp 2008 - 2010
PricewaterhouseCoopers, LLP 2003 - 2005
Skills
Non-profits, Marketing, Social Media Marketing, Blogging, Fine Art, Social Media, Adobe Creative Suite, Photography, Editing, Photoshop, Microsoft Office, Creative Direction, Digital Photography
Education
Brown University 1998 — 2002
Bachelor of Arts, Applied-Mathematics Economics
Sempra Energy August 2012 - Present
SDG&E June 2011 - January 2013
Sempra Energy January 2008 - June 2011
Deloitte November 2005 - January 2008
Bradshaw Smith & Co July 2004 - November 2005
PricewaterhouseCoopers LLP September 2002 - July 2004
Skills
Financial Modeling, Financial Analysis, Due Diligence, Project Finance, Spanish, FAS 109, Accounting, Financial Reporting, Tax, Finance, Tax Accounting, FAS 5, Equities, Sarbanes-Oxley Act, SEC filings, CPA, Analysis, Financial Structuring, Renewable Energy, Management, Income Tax
Education
Brigham Young University 1995 — 2002
Masters
PricewaterhouseCoopers LLP July 1988 - Present
Northeastern University August 1985 - June 1988
Skills
Tax, Transfer Pricing, Leadership, Analysis, Economics, Financial Reporting, Due Diligence, Mergers & Acquisitions, Banking, Tax Accounting, Microsoft Excel, Valuation, Accounting, International Tax, SAS70, Corporate Tax
Education
The Ohio State University 1980 — 1985
Doctor of Philosophy (PhD), Economics
Bowling Green State University 1976 — 1980
BS, Economics
PricewaterhouseCoopers May 2008 - Present
PricewaterhouseCoopers LLP December 2006 - May 2008
PricewaterhouseCoopers LLP August 2005 - December 2006
PricewaterhouseCoopers LLP October 2003 - August 2005
PricewaterhouseCoopers LLP February 2001 - October 2003
PricewaterhouseCoopers LLP July 1998 - January 2001
Coopers and Lybrand LLP June 1995 - June 1998
Skills
Recruiting, Auditing, Financial Reporting, Talent Management, Strategy, Human Resources, Financial Analysis, Internal Controls, Accounting, Project Planning, Sourcing, Management, Sarbanes-Oxley Act, Leadership, Tax, Financial Accounting, Internal Audit, US GAAP, Staff Development, Assurance
Education
Boston University Questrom School of Business 1992 — 1996
BSBA, Accounting
Reading High School
BBVA Compass December 2013 - Present
BBVA Compass January 2013 - December 2013
BBVA Compass August 2010 - January 2013
PricewaterhouseCoopers LLP August 2005 - July 2010
New Mountain Company July 2003 - July 2004
Southern Automated Systems March 2002 - October 2002
Mitchell-Wayne Technologies July 1999 - December 2000
Education
Bowling Green State University 2004 — 2005
Masters, Accounting (Systems track)
University of Alabama at Birmingham 1998 — 2004
Bachelors, Accounting, Management (focus Information Systems); International Business (minor)
Credit Suisse June 2014 - August 2014
PricewaterhouseCoopers LLP June 2013 - August 2013
Brown University February 2013 - May 2013
Deloitte December 2012 - January 2013
Skills
Stata
Education
Brown University 2011 — 2015
Bachelor's degree, Applied Mathematics-Economics
Nanjing Foreign Language School
PwC September 2015 - Present
BYU - Office of Information Technology January 2013 - August 2015
PricewaterhouseCoopers LLP June 2014 - August 2014
Beneficial Financial Group January 2013 - April 2013
Skills
Accounting, Microsoft Excel, Financial Analysis, Teamwork, Microsoft Office, Windows, Public Speaking, Leadership, Teaching, Customer Service
Education
Brigham Young University 2013 — 2015
BS, Accounting
PricewaterhouseCoopers, LLP January 2015 - September 2015
Steward Health Care January 2007 - December 2014
PricewaterhouseCoopers, LLP June 2014 - August 2014
JCPenney Company, Inc. September 2004 - March 2007
Atlantic Elevator South Company, Inc. April 2002 - August 2004
Skills
BLS Certified, Meditech, HIPAA, Healthcare Information..., Microsoft Excel, Accounting, Medical Records, Customer Service, Accounts Payable, Microsoft Word, Microsoft Access, Accounts Receivable, Microsoft Publisher, Microsoft OneNote, Microsoft PowerPoint, Social Media, Leadership, Volunteering, Microsoft Outlook, Management, Office Management, BLS, OneNote, Critical Thinking, Data Analysis, Healthcare, QuickBooks, Time Management, Medical Billing, Medical Terminology, Microsoft Office 2007, Teamwork, Administration, Spreadsheets, Access, Data Entry, Telephone Skills, Troubleshooting, Sales, Leadership Development, Account Reconciliation, General Ledger, Cpr Certified, Internet Explorer, Journal Entries, Financial Reporting, Administrative..., Close Attention to..., Financial Accounting, Filing
Education
Bridgewater State University 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance (Accounting Concentration), Minor in Management
Bristol Community College 2008 — 2011
Associate of Arts (A.A.), General Studies, Mass Transfer
Northeastern University 2006 — 2007
Psychology
Rocky Mountain Advisory LLC March 2010 - Present
PricewaterhouseCoopers LLP September 1988 - March 2010
KPMG January 1984 - September 1988
Skills
Forensic Accounting, Litigation Support, Microsoft Excel, Accounting, Expert Witness, Fraud, Business Valuation, Litigation, GAAP, Tax, Bankruptcy, Financial Accounting, SEC filings, Due Diligence, Certified Fraud Examiner, Financial Analysis, Internal Controls, Financial Reporting, CPA, Auditing, Tax Preparation, Mergers & Acquisitions, Assurance, Cash Flow, Corporate Governance, Corporate Tax, Enterprise Risk..., FCPA, Financial Statements, Income Tax, Partnership Taxation, Private Equity, Restructuring, Revenue Recognition, Sarbanes-Oxley, Sarbanes-Oxley Act, Tax Accounting, Tax Law, US GAAP
Education
Brigham Young University 1977 — 1985
BS and Masters Degrees in Accounting, Accounting
Brigham Young University 1976 — 1985
MAcc, Masters of Accountantcy
PricewaterhouseCoopers LLP December 2013 - Present
MusicPane April 2013 - Present
SiteLine Systems September 2007 - November 2014
Infrastructure Technologies Inc. July 2013 - April 2014
Premium Technology Solutions December 2012 - December 2013
Huntington Service Inc. October 2012 - December 2012
Sandwire Corporation September 2010 - September 2012
JobExpo August 2009 - August 2010
Premium Technology Solutions January 2008 - August 2010
The New York Times July 1999 - October 2008
Skills
Active Directory, VPN, Microsoft Exchange, Networking, Troubleshooting, System Administration, Hardware, Firewalls, Microsoft Office, Social Media, Customer Service, Technical Support, Windows, Software Installation, Operating Systems, Switches, Computer Repair, Remote Desktop, DNS, Remote Monitoring, Android, Computer Hardware, Social Networking, Viruses, Systems Analysis, Mobile Devices, XP, IIS, Team Leadership, Malware Analysis, Data Entry, Kronos, Ruby on Rails, Github, Cabling, Low Voltage, Mobile, Remote Support, Spyware, Kaseya, LogMeIn, TeamViewer, Bomgar, Layer 4, Cat5e, Cat6, Crimping, Punching, Dressing, HP Service Manager
Education
Briarcliffe College 2004 — 2005
BA, Business, Computers
Hofstra University 2002 — 2004
BCIS
Nassau Community College 2000 — 2002
Associates, Science
New Horizon Learning Center 2001 — 2001
Holy Trinity Diosesan High School 1995 — 1999
Diploma
Sheridan Healthcorp August 2012 - Present
Sheridan Healthcorp March 2005 - August 2012
PricewaterhouseCoopers LLP December 1991 - March 2005
Skills
Accounting, Tax Accounting, Sarbanes-Oxley Act, Corporate Tax, Auditing, International Tax, Tax, Income Tax, Mergers, Tax Returns, Restructuring, Due Diligence, Private Equity, US GAAP, Payroll, Mergers & Acquisitions, Corporate Finance, Process Improvement, Internal Controls, Budgets, GAAP, FIN 48, Tax Research
Education
University of Miami 1989 — 1990
Degree: Master of Science, Taxation
University of Miami 1987 — 1990
Bachelor's degree, BBA; Accounting
University of Miami - School of Business 1987 — 1989
BBA, Accounting and Tax
Broward College 1984 — 1986
Degree: AA, Business Administration
Contour, LLC. December 2013 - July 2014
Apple July 2012 - December 2013
Wal-Mart January 2009 - June 2012
Wal-Mart April 2008 - January 2009
Wal-Mart Stores, Inc. June 2007 - April 2008
Abercrombie & Fitch October 2005 - June 2007
Wal-Mart Stores, Inc. July 2003 - September 2005
PricewaterhouseCoopers, LLP July 1999 - August 2001
Sundance Resort 1994 - 1999
Skills
Retail, Merchandising, Cross-functional Team..., Forecasting, Inventory Management
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA
Brigham Young University 1991 — 1999
MACC
Timpview High School 1987 — 1991
SkyWest Airlines March 2012 - Present
PwC July 2010 - March 2012
PricewaterhouseCoopers LLP June 2009 - August 2009
Skills
CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Research, Management, Microsoft Office, Sales Tax, Financial Reporting, Microsoft Excel
Education
Brigham Young University, Marriot School of Management 2008 — 2010
Master of Accountancy, Taxation
Brigham Young University 2005 — 2010
Bachelor of Science, Accounting
KPMG January 2013 - May 2013
Prosperus-Invest d.o.o. February 2011 - June 2012
Embassy of India, Zagreb Croatia November 2011 - March 2012
Yaletown Financial Management May 2007 - October 2010
PriceWaterhouseCoopers LLP May 2006 - April 2007
Skills
Financial Analysis, Valuation, Financial Reporting, Financial Modeling, Accounting, Cash Flow Forecasting, Cash Flow Statements, DCF Valuation, Valuation Modeling, Enterprise Valuation, Investment Valuation, Private Equity, Operating Budgets, Budget Process, Business Strategy, Business Analysis, Business Planning, Free Cash Flow, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Problem Solving, MS Project, Corporate Finance, Project Finance, IFRS, Canadian GAAP, Learning Quickly, Financial Statements, Preparing Business Cases, Restructuring
Education
Laurentian University/Université Laurentienne 2007 — 2010
BCom (Hons.), Commerce, Finance
British Columbia Institute of Technology / BCIT 2003 — 2006
Dipl. Tech., Integrated Management Studies
British Columbia Institute of Technology / BCIT 2003 — 2006
Dipl. Tech., Financial Management (Professional Accounting)
PricewaterhouseCoopers LLP July 2003 - Present
NESHS 2006 - 2011
Harvard Pilgrim Health Care April 1993 - October 1999
Ernst & Young January 1982 - April 1993
Skills
Healthcare Consulting, Healthcare, Revenue Cycle, Healthcare Information..., Healthcare Management, Hospitals, Performance Improvement, HIPAA, Managed Care, Management Consulting, EHR, Process Improvement, Strategic Planning, Mergers, Financial Analysis, Healthcare Industry, Medicaid, Practice Management, Mergers & Acquisitions, Financial Modeling, Medicare, Health Policy, Informatics, Executive Management, Data Analysis, Health Insurance, Acquisition Integration, EMR
Education
Boston University Questrom School of Business 1979 — 1982
MBA, Health Care Management
Tufts University 1975 — 1979
BA, BS, Economics, Mathematics
Heather Duke July 2011 - Present
Morgan Stanley Wealth Management July 2011 - July 2014
PricewaterhouseCoopers LLP January 2009 - June 2011
PricewaterhouseCoopers LLP June 2006 - December 2008
Education
Brigham Young University 2005 — 2006
MAcc, Emphasis in Taxation
Brigham Young University 2001 — 2005
BS, Accounting
Arcadia High School
Orthofix June 2013 - Present
Lennox International March 2012 - March 2013
PwC Consulting September 2008 - March 2012
PricewaterhouseCoopers LLP 2008 - March 2012
HCA--Medical City Dallas Hospital May 2007 - September 2008
Jenkens & Gilchrist March 2001 - April 2007
Mosaic Consulting Group, Inc. September 1997 - March 2001
Praxis Group November 1991 - September 1997
Morgan & Banks 1996 - 1997
Hughes Aircraft Company 1989 - 1991
Skills
Organizational..., Talent Management, Organizational..., HR Strategy, Organizational Design, Employee Engagement, Succession Planning, Performance Management, Human Capital Management, Leadership Development, Workforce Planning, Talent Acquisition, Executive Coaching, Organizational Change, Change Leadership, Talent Development, Change Management, Learning Management, Learning & Development..., Public Speaking, Management Consulting, Mergers & Acquisitions, Personnel Management, Culture Change, Leadership, Training, Coaching, Employee Relations, Human Resources, Human Capital, Onboarding, Strategy, HR Consulting, Performance Improvement, Deferred Compensation, Career Development, HR Transformation, Employee Training, Workshop Facilitation, Management, Consulting, Strategic Planning
Education
Brigham Young University 1987 — 1989
Master, Organizational Behavior
Brigham Young University 1981 — 1987
BS, Economics
Punahou School 1968 — 1981
High School
PwC 2004 - Present
PricewaterhouseCoopers, LLP September 1998 - Present
PricewaterhouseCoopers 1998 - Present
The Partnership 2004 - 2004
PricewaterhouseCoopers, LLP April 2001 - September 2003
Liberty Mutual Insurance 2001 - 2002
PricewaterhouseCoopers, LLP January 1998 - January 2001
J. P January 1994 - January 1998
Skills
Compliance, Accounting, Employee Benefits, Budgets, Risk Management, Human Resources, Mentoring, Recruiting, Management, Payroll, Accounts Payable, Leadership, Financial Analysis, Internal Audit, Time Management, Teamwork, Policy, Benefits Administration, Tax, Management Consulting, Strategy, Hiring, Organizational..., Customer Service, Sourcing, College Recruiting, Finance, Performance Management
Education
Bridgewater State University 1989 — 1992
BS, Accounting
Bridgewater State College 1988 — 1992
Bachelor of Science, Management Science; Concentration Accounting
Town of Cohasset September 2013 - Present
Town of Bridgewater, MA April 2010 - September 2013
Cena South of Boston LLC dba Peter & Paula's Kitchen January 2007 - August 2010
H & R Block January 2004 - April 2006
PricewaterhouseCoopers LLP July 2000 - July 2001
PricewaterhouseCoopers LLP January 1987 - July 2000
Education
Bentley College
MBA, Computer Information Systems
Bridgewater State College 1982 — 1986
BS, Computer Science
JWC Consulting Inc February 2010 - Present
BCIT 2004 - Present
ISSA Vanouver Chapter Board January 2002 - Present
PricewaterhouseCoopers LLP July 2000 - February 2010
Vancouver Stock Exchange 1990 - 2000
institute of systems science September 1986 - October 1989
VIA Rail Canada March 1983 - August 1986
Bell Canada September 1971 - March 1983
Skills
Information Security, Penetration Testing, Computer Forensics, CISSP, Computer Security, Security, Network Security, Security Architecture..., Incident Response, Web Application Security, CISA, Encryption
Education
British Columbia Institute of Technology 2004 — 2010
University of Saskatchewan 1967 — 1971
BSc, Computer Science
KPMG US November 2013 - Present
PricewaterhouseCoopers LLP May 2010 - October 2013
Fidelity Investments March 2008 - December 2009
Fidelity Investments October 2006 - March 2008
Fidelity Investments January 2005 - October 2006
PricewaterhouseCoopers LLP January 1999 - January 2005
Federal Reserve Bank of Boston 1992 - 1999
Skills
Risk Management, Capital Markets, Financial Risk, Asset Managment, Portfolio Management, Investments, Valuation, Mutual Funds, Financial Analysis, Series 7, Due Diligence, Financial Services, Derivatives, Hedge Funds, Financial Modeling, Enterprise Risk..., Corporate Finance, Banking, Equities, Operational Risk..., Alternative Investments, Asset Management, Finance, Fixed Income
Education
Boston College 1990 — 1991
MSF, Finance
Boston University 1984 — 1988
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
Grant Thornton LLP August 2011 - Present
Grant Thornton December 2005 - August 2011
Creamer Green & Associates December 2003 - December 2005
Computerized Thermal Imaging, Inc. October 2000 - October 2003
PricewaterhouseCoopers, LLP April 1997 - October 2000
Skills
Tax, Corporate Tax, Income Tax, CPA, Mergers & Acquisitions, Tax Research, FIN 48, Financial Planners, Accounting, US GAAP, Auditing, Tax Accounting, GAAP, International Tax, Financial Accounting, Partnership Taxation, Financial Analysis
Education
Brigham Young University 1988 — 1997
Master Degree of Accounting, Accounting
Brigham Young University
Burson-Marsteller March 2012 - Present
Oliver Wyman 2010 - 2012
Capgemini Financial Services US Inc. 2009 - 2010
PricewaterhouseCoopers LLP October 2004 - October 2009
GE 2002 - 2004
Capgemini LLC 2000 - 2002
Harris Interactive - A Nielsen Company 1995 - 1997
Skills
Executive Development, Talent Management, Change Management, Instructional Design, Organizational Design, Leadership Development, Succession Planning, Performance Management, Employee Engagement, Organizational Change, Business Transformation, Talent Assessment, Human Capital Strategy, Culture Change, Organizational..., Executive Coaching, Organizational..., Human Capital Management, Acquisition Integration, Organizational..., Strategic Communications, Training, Business Strategy, Management, Personnel Management, Human Capital, Executive Management, Strategic Planning, Restructuring, Mergers & Acquisitions, Business Process..., Strategy, Leadership, Performance Improvement, Mergers, Management Consulting, Analysis, Communication Training, Consulting, Strategic Consulting, Stakeholder Engagement, Thought Leadership, Workshop Facilitation, Internal Communications, Corporate Social..., Integrated Marketing
Education
Boston University Questrom School of Business
MBA, Specialization in Organizational Behavior
Brandeis University
BA, Politics; Journalism Program
Sensiba San Filippo LLP September 2012 - Present
Armanino McKenna LLP August 2011 - September 2012
PricewaterhouseCoopers LLP January 2008 - July 2011
Skills
Tax, Tax Research, Corporate Tax, Tax Accounting, Accounting, Partnership Taxation, CPA, Income Tax, GoSystems, Tax Preparation, FIN 48, US Tax, FAS109
Education
Brigham Young University 2001 — 2006
BS, Accounting
L.L.Bean August 2014 - Present
L.L.Bean June 2013 - August 2014
L.L.Bean March 2013 - May 2013
L.L.Bean September 2012 - March 2013
L.L.Bean October 2011 - February 2013
L.L.Bean June 2010 - October 2011
PricewaterhouseCoopers 2008 - 2010
PricewaterhouseCoopers, LLP June 2007 - August 2007
Funding Universe January 2007 - July 2007
Marriott School, School of Accountancy 2006 - 2007
Skills
Accounting, Tax, Tax Preparation, Financial Modeling, Financial Analysis, Small Business, Due Diligence, Entrepreneurship, Financial Reporting, QuickBooks, Budgets, Corporate Finance, Process Improvement, Internal Controls, Strategic Planning, Strategic Financial..., Project Planning, Analysis, Teamwork, Strategy, Access, Management, Financial Accounting, GAAP, Leadership, Time Management, Cash Flow, Finance, Auditing, Data Analysis, General Ledger, Business Valuation, Forecasting, Business Planning, Financial Statements, Microsoft Excel
Education
Brigham Young University 2007 — 2008
MS, Accounting - Tax
Brigham Young University 2001 — 2007
BS, Accounting
Freshslice Pizza October 2011 - Present
Pacifica First Management Ltd October 2010 - October 2011
Michael Waldkirch & Company Inc April 2007 - October 2010
PricewaterhouseCoopers LLP November 2001 - April 2007
Skills
Internal Controls, Accounting, Sarbanes-Oxley Act, Accounts Payable, Financial Reporting
Education
British Columbia Institute of Technology
Diploma of Technology, Financial Management
Certified General Accountants Association of British Columbia
CGA, Accounting
University of Alberta
Bachelor of Education (B.Ed.), Business education
FPV & GALINDEZ CPAs, PSC November 2012 - Present
CyM Auto Parts Distributors, Inc. November 2013 - July 2014
Puerto Rico Ports Authority September 2010 - October 2012
Municipal Revenue Collection Center ("CRIM") January 2010 - September 2010
FMC August 2006 - December 2009
Protiviti October 2005 - August 2006
PricewaterhouseCoopers LLP August 2004 - October 2005
DuPont May 2003 - August 2003
DuPont May 2002 - August 2002
Skills
Internal Audit, Sarbanes-Oxley, Accounting, Cash Flow, CPA, Sarbanes-Oxley Act, US GAAP, Internal Controls, IT Audit, Auditing, Financial Reporting, Financial Analysis, IFRS, Finance, External Audit, Budgets, GAAP, Financial Accounting, Financial Audits, Financial Statements, Corporate Finance, Governance, Accounts Receivable, Payroll, Cost Accounting, Variance Analysis, SAP, Accounts Payable, Assurance, SEC filings, Fixed Assets, General Ledger, Revenue Recognition, COSO, Income Statement, Account Reconciliation, Big 4, Policy, Consolidation, Managerial Finance, SAS70, Treasury, SOX 404, Risk Assessment, Government, Cash Flow Forecasting, Management Consulting, Enterprise Risk..., Mergers & Acquisitions, Hyperion Enterprise
Education
Bowling Green State University 2003 — 2004
Master in Accounting, Master in Accounting
Universidad de Puerto Rico- Mayagüez 1998 — 2003
BS, Accouting and Finance
Colegio San Jose 1993 — 1998
High School
PricewaterhouseCoopers LLP June 2002 - Present
Skills
Corporate Tax, Tax, Tax Advisory, Big 4, Tax Preparation, Tax Accounting, Leadership, Income Tax, International Tax, Tax Returns, Tax Research, CPA, Finance
Education
Bowling Green State University 1984 — 1985
Masters Degree, Accounting
Northern Michigan University 1979 — 1983
Bachelor's degree, Business Management
PricewaterhouseCoopers LLP June 2014 - August 2014
Grant Thornton LLP June 2011 - August 2011
Brigham Young University March 2010 - April 2011
Merrill Lynch July 2010 - August 2010
Silver Mountain Sports Club and Spa January 2010 - June 2010
Freshman Academy March 2008 - June 2010
Canterbury Gardens and Gifts April 2008 - June 2008
Skills
Accounting, Financial Analysis, Management, Microsoft Excel, Financial Accounting, Tax, Access, PowerPoint
Education
Brigham Young University
BS, Accountancy
PricewaterhouseCoopers LLP June 2006 - Present
Skills
US GAAP, Auditing, Big 4, Cash Flow, Financial Audits, Assurance, Revenue Recognition, External Audit, Accounting, Financial Accounting, SOX 404, CPA
Education
Bradley University 2004 — 2006
BS, MSA, Accounting
GPS Capital Markets, Inc. August 2012 - January 2014
MonaVie August 2007 - April 2012
KPMG 2006 - 2007
PricewaterhouseCoopers LLP 2004 - 2006
Education
The Ohio State University Fisher College of Business 2003 — 2004
MAcc, Accounting
Brigham Young University - Idaho 1997 — 2003
Bachelor, Accounting
PricewaterhouseCoopers LLP August 2015 - Present
Boston University Questrom School of Business September 2011 - May 2015
PricewaterhouseCoopers June 2014 - August 2014
Boston University School of Management September 2013 - December 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Analysis, Teamwork, Spanish, Research, Financial Analysis, Access, SPSS, Matlab, Facebook
Education
Boston University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Proa Global Partners LLC January 2015 - Present
Washington Speakers Bureau and Worldwide Speakers Group September 2015 - Present
Johns Hopkins University Faculty January 2015 - Present
Forbes January 2015 - Present
PricewaterhouseCoopers LLP July 2011 - January 2015
Albright Capital Management LLC June 2008 - July 2011
The World Bank Group January 1994 - June 2008
Executive Office of the President November 1991 - January 1994
Executive Office of the President November 1989 - November 1991
US Senate, Committee on Governmental Affairs August 1987 - November 1989
Skills
Business Strategy, Public Speaking, Start-ups, Emerging Markets, Private Equity, International Business, International Trade, Governance, Sovereign Wealth Funds, Project Finance, Due Diligence, Entrepreneurship, Restructuring, Corporate Finance, Global Natural Resource..., International Finance, Economic Development, Foreign Investment, Public Policy, Supply Chain, Privatization, Utility Regulation, Infrastructure..., Management Consulting
Education
Brown University
A.B., Economics and History, magna cum laude
University of Michigan
Ph.D., Economics
Reit Management & Research LLC June 2015 - Present
Digital Realty March 2015 - June 2015
Digital Realty April 2012 - February 2015
Colony Realty Partners November 2008 - April 2012
TA Associates Realty May 2007 - November 2008
MonteCristo Moving Services Inc July 2004 - April 2007
PricewaterhouseCoopers LLP June 2003 - June 2004
Arthur Andersen LLP January 2001 - May 2002
Cambridge Savings Bank June 1999 - January 2001
Skills
Accounting, Asset Management, Financial Analysis, Portfolio Management, Financial Modeling, Analysis, Financial Reporting, Corporate Finance, Strategy, US GAAP, Cash Flow Forecasting, Real Estate, Forecasting, Valuation, Due Diligence, Microsoft Excel, Mergers & Acquisitions, Investments, Internal Controls, Managerial Finance, Cash Flow, Budgets, Argus Modeling, Financial Accounting, Variance Analysis, Business Strategy, Strategic Planning, Budgeting, Budget Analysis, Budget Preparation, Auditing, Yardi, Finance, Commercial Real Estate, Real Estate Development, Leases, Real Estate Economics, Contract Negotiation, Project Management, Management, Real Estate Transactions
Education
Boston University Questrom School of Business 2008 — 2011
MBA, Finance and Strategy
Northeastern University 1999 — 2003
BSBA, Accounting and Finance
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
Accenture October 2014 - July 2015
Protiviti October 2011 - October 2014
PricewaterhouseCoopers LLP January 2010 - March 2010
Skills
Risk Management, Project Management, Management Consulting, Process Improvement, Financial Services, Financial Analysis, Business Process..., Strategy, Data Analytics, Derivatives, Business Development, Business Intelligence, Operational Excellence, Organizational..., Operating M, Business Architecture, Program Management, Change Management, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (BBA), Accounting and Information Systems
Boston Latin School
PwC October 2013 - September 2014
PricewaterhouseCoopers LLP July 2008 - September 2013
GE Healthcare 2006 - 2008
Skills
Transfer Pricing, Tax Dispute Resolution, Tax Advisory, OECD, Tax, Corporate Tax, CPA, Financial Statements, Tax Accounting, Income Tax, International Tax, Accounting, US GAAP, Tax Preparation
Education
Brigham Young University 2001 — 2008
Master's degree, Accounting
Abbott Laboratories November 2012 - Present
PricewaterhouseCoopers LLP February 2008 - October 2012
Skills
Transfer Pricing, Tax Advisory, Cross-border..., Financial Reporting, International Tax, US GAAP, Tax Accounting, Tax, Internal Controls, Income Tax, Tax Law, Financial Accounting, Corporate Tax, GAAP, Sarbanes-Oxley Act, Accounting, Big 4, Financial Modeling, Financial Analysis, Auditing, Microsoft Excel, Due Diligence, CPA, Tax Preparation, SEC filings
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
MS TAX, Taxation
Bowling Green State University 2006 — 2007
MBA, Accounting
Ohio University 2004 — 2006
MA in Linguistics, Linguistics, TESOL
ExxonMobil May 2015 - Present
ExxonMobil February 2014 - May 2015
ExxonMobil July 2012 - February 2014
ExxonMobil May 2008 - June 2012
ExxonMobil May 2007 - May 2008
Brigham Young University Office of IT April 2005 - April 2007
PricewaterhouseCoopers LLP May 2006 - August 2006
Skills
Visio, Security, SharePoint, SQL, Business Analysis, Project Management, Windows Server, JavaScript, Linux, IT Audit, Access, Data Analysis, HTML, Java, Video Conferencing, Unified Communications, Video over IP, IP TV, Audio Visual System..., Audio Visual Support, Crestron, Lutron, VMware vSphere, System Center Products, System Center..., Polycom Video..., Cisco Video Conferencing, Lync
Education
Brigham Young University 1999 — 2007
MISM, Master of Information Systems Management
Brigham Young University 1999 — 2007
BSIS, Information Systems
Guy Carpenter May 2014 - Present
Barclays Wealth and Investment Management February 2014 - April 2014
PricewaterhouseCoopers LLP May 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, Time Management, Leadership, English, Photoshop, Event Planning, Outlook, Accounting, Access, Child Welfare
Education
Boston University - School of Management 2011 — 2015
BSBA, Finance & Economics
Westminster School 2007 — 2011
State and Local Tax Consultants May 2002 - Present
Ernst & Young May 2000 - May 2002
PriceWaterhouseCoopers LLP May 1987 - May 2000
Pacific Enterprises Leasing Company May 1985 - April 1987
Arthur Andersen & Co. September 1981 - April 1985
Skills
Tax
Education
Boston University School of Law 1978 — 1981
J.D., Tax
Bernard M Baruch College City University of New York 1974 — 1978
B.B.A., Accounting
NetFortris October 2013 - Present
Multiple Companies September 2013 - Present
Certiport, Inc February 2008 - September 2013
Linux Networx, Inc. April 2006 - February 2008
Altiris, Inc February 2002 - April 2006
Handspring, Inc April 2000 - February 2002
PricewaterhouseCoopers, LLP August 1998 - April 2000
Skills
Financial Analysis, Revenue Recognition, Start-ups, Forecasting, Strategic Planning, Corporate Finance, Strategy, Due Diligence, Mergers & Acquisitions, Mergers, Internal Controls, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Finance, Auditing, Executive Management, Budgets, GAAP, Business Strategy, Valuation, Management, CPA
Education
Brigham Young University 1990 — 1998
Master's degree, Accounting and Business/Management
Masters of Accountancy Brigham Young University
B.S, Accounting and Business Administration
PricewaterhouseCoopers LLP January 2004 - Present
PricewaterhouseCoopers October 1998 - December 2003
Stride Rite Corporation April 1995 - May 1998
Education
Boston University
Bachelor of Science, Communication; Public Relations
PricewaterhouseCoopers LLP August 2010 - Present
Ernst & Young February 2002 - August 2010
Oven Digital June 2000 - October 2001
Ernst & Young February 1997 - June 2000
Montgomery Securities 1996 - 1997
Women's World Banking May 1995 - August 1995
Price Waterhouse September 1988 - August 1994
Skills
Forensic Accounting, FCPA, Litigation Support, Data Analysis, Customs Regulations, Predictive Modeling, Computer Forensics, Internal Investigations, Financial Services, Certified Fraud Examiner, Due Diligence, Corporate Governance, Fraud, Internal Controls, Enterprise Risk..., AML, Mergers, Anti-fraud, Risk Assessment, Auditing
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Boston University 1984 — 1988
BA, Economics, Political Science
The Walt Disney Company August 2013 - Present
Legendary Entertainment September 2012 - August 2013
PricewaterhouseCoopers LLP September 2007 - September 2012
Education
Weber State University 2006 — 2007
MAcc, Accounting - Taxation
Brigham Young University 1999 — 2006
BS, Accounting
Marathas Barrow & Weatherhead LLP May 2015 - Present
Proskauer Rose LLP June 2010 - May 2015
K&L Gates November 2006 - June 2010
Gallagher Benefit Services 2004 - 2006
PricewaterhouseCoopers LLP July 1999 - July 2004
Skills
Corporate Law, Employee Benefits, ERISA, Executive Pay, Corporate Governance, Mergers, Due Diligence, Insurance, Estate Planning, Private Equity, Venture Capital, Legal Research, Contract Negotiation, Employment Law, Risk Management, Health Care Reform, Mergers & Acquisitions, COBRA
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
JD, Law
Brandeis University 1991 — 1995
BA, Psychology
PricewaterhouseCoopers LLP January 2004 - Present
Wachovia Securities, LLC 2002 - 2004
Deloitte & Touche 1999 - 2002
Skills
Accounting, Enterprise Risk..., External Audit, Internal Controls, US GAAP, Sarbanes-Oxley Act, Auditing, GAAP, Investments, Financial Analysis, Financial Accounting
Education
Bridgewater College 1994 — 1998
BS, Business Administration, Accounting & Finance
ARAMARK 2011 - Present
Dechert, LLP 2009 - 2010
Blank Rome LLP 2007 - 2009
PricewaterhouseCoopers, LLP 2002 - 2004
Skills
Succession Planning, Estate Planning, Tax, Legal Research, Small Business, Litigation, Corporate Law, Contract Negotiation, Legal Writing, Corporate Governance, Mergers & Acquisitions
Education
University of Virginia School of Law 2004 — 2007
JD
Boston University 1998 — 2002
Bachelor of Science, Business Administration and Management, General
Boston University Questrom School of Business 1998 — 2002
BSBA, Accounting
Episcopal Academy
Episcopal Academy
AmerisourceBergen March 2015 - Present
PricewaterhouseCoopers LLP September 2013 - February 2015
Key Research Solutions August 2012 - April 2013
PricewaterhouseCoopers LLP June 2012 - August 2012
Miller Snowboard Corporation May 2011 - June 2012
AlphaFlightGuru.com April 2011 - June 2012
Century 21 Harman Realty April 2010 - April 2011
Harman Investment Properties April 2010 - April 2011
Skills
Accounting, Management, Financial Reporting, Financial Analysis, Financial Modeling, Valuation, Mergers & Acquisitions, Cash Management, Financial Accounting, General Ledger, VBA, Sales Process, Business Analysis, Financial Statements, Business Valuation, Divestitures, Capital Markets, Finance, Private Equity, Analysis, Start-ups, Entrepreneurship, US GAAP, SEC filings, Corporate Finance, Due Diligence
Education
Brigham Young University 2008 — 2013
MAcc, Accounting
Simsbury High 2002 — 2006
Mary Kay Inc. August 2015 - Present
Hewlett-Packard November 2010 - August 2015
Thompson & Knight LLP January 2008 - October 2010
PricewaterhouseCoopers LLP September 2005 - December 2007
Flieller, Kruger & Skelton, LLP January 2003 - August 2005
Skills
Financial Reporting, Mergers, Accounting, Tax, Real Estate, US GAAP, CPA, Internal Controls, Sarbanes-Oxley Act, Financial Audits, Mergers & Acquisitions, Forecasting, Managerial Finance, Consolidation, Process Improvement, Revenue Recognition, Financial Services, Financial Analysis, Business Analysis, Corporate Finance, Finance, GAAP, Financial Accounting, SEC filings, Financial Modeling, Auditing, Due Diligence, SEC Filings
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
Bachelor of Business Administration
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
Master of Professional Accounting
Brigham Young University - Idaho 2000 — 2002
Associate Degree of Accounting, Generals/Accounting
PricewaterhouseCoopers LLP June 2005 - Present
Directory Resources, Inc 2001 - 2001
Insurquote Systems Inc 1997 - 1999
Skills
Financial Reporting, Corporate Finance, Financial Modeling, SEC filings, IFRS, US GAAP, Financial Accounting, Due Diligence, Testing, Financial Analysis, Business Valuation, Accounting, Valuation, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Brigham Young University 2000 — 2005
Bachelors and Masters, Accounting
PricewaterhouseCoopers LLP August 2008 - Present
Education
Boston University School of Law 2004 — 2005
LLM Tax, Tax
New England Law Boston 2001 — 2004
Oldcastle Materials, Southeast Division January 2015 - Present
The Home Depot December 2012 - January 2015
The Home Depot December 2011 - December 2012
Macquarie Capital (USA) Inc. October 2005 - October 2011
Giuliani Capital Advisors October 2005 - April 2007
PricewaterhouseCoopers LLP September 2000 - October 2005
National Hockey League 2000 - 2000
Scudder Investments 1999 - 2000
Skills
Microsoft Office, Distressed Debt, M&A due diligence, Capital Markets, Capital Structure, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, Restructuring, Finance, IPO, Forecasting, Acquisitions, Valuation, Financial Modeling, Equities, Business Process..., Divestitures, Financial Reporting, Business Development, Strategy, Banking, Investment Banking, Financial Services, Acquisition Integration
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University 1994 — 1999
B.S., Business Administration (Finance & Marketing)
University of Iowa 1998 — 1998
Hialeah-Miami Lakes
American Tower February 2012 - Present
Boston Scientific Corporation June 2009 - February 2012
Ernst & Young LLP June 2007 - June 2009
John Hancock Life Insurance Co October 2004 - May 2007
PricewaterhouseCoopers, LLP June 2000 - October 2004
Advest, Inc November 1998 - August 1999
Education
Boston University School of Law 1999 — 2000
LL.M, Tax
Colgate University
BA, History
University of Miami School of Law
J.D
Atlanta Capital Management July 2006 - Present
PricewaterhouseCoopers LLP 2001 - 2004
Skills
Financial Analysis, Investments, Financial Modeling, Hedge Funds, Asset Allocation, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Equities, Asset Managment, Valuation
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Economics, Strategy, Finance
Brigham Young University 1996 — 2001
BS, Accounting
Biocept February 2014 - Present
CareFusion December 2010 - February 2014
PricewaterhouseCoopers LLP September 2008 - December 2010
PricewaterhouseCoopers LLP September 2005 - August 2008
PricewaterhouseCoopers LLP September 2003 - August 2005
Skills
SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, US GAAP, GAAP, Revenue Recognition, Financial Analysis, Financial Accounting, External Audit, CPA, Sarbanes-Oxley, Assurance, IFRS, Due Diligence, Big 4, SOX 404, Tax, SEC Financial Reporting, Variance Analysis, Financial Statements, Mergers, Forecasting, Finance, Fair Value, Stock Compensation, SAP, Business Valuation, Account Reconciliation, Cost Accounting, Financial Audits, Managerial Finance, SEC Filings, Mergers
Education
Boston University - School of Management
BSBA, Accounting
Boston University - School of Management
Certificate, Advanced Accountancy
The Carlyle Group May 2010 - Present
American Capital February 2007 - November 2009
PricewaterhouseCoopers LLP 2002 - 2006
Skills
Due Diligence, Financial Modeling, Private Equity, Valuation, Business Valuation, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Venture Capital, Financial Reporting, SEC filings, CPA, Investments, Accounting, US GAAP
Education
Brigham Young University 1997 — 2002
MAcc, Accounting
Ascend Capital July 2012 - Present
Fred Alger Management July 2011 - July 2012
T Rowe Price June 2010 - September 2010
Meetinghouse LLC / Haverford Capital Partners February 2006 - August 2009
PricewaterhouseCoopers, LLP 2005 - 2005
Skills
Investments, Private Equity, Hedge Funds, Equity Research, Asset Management, Alternative Investments, Asset Managment, Financial Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics
Brigham Young University 1998 — 2005
BS, Accounting
KPMG September 2014 - Present
Grant Thornton January 2008 - September 2014
Cisco Systems March 2007 - December 2007
PricewaterhouseCoopers LLP June 2007 - August 2007
My e Biz March 2005 - March 2007
MLM Reporter June 2001 - July 2002
Skills
IT Audit, SQL, Java, PHP, HTML, Risk Assessment, E-commerce, Business Analysis, Loan Processing..., Mortgage Regulator..., Information Security, Information Technology, Web Development, SOX 404, Service Organization..., SAS70, Auditing, Internal Controls, Business Process, Sarbanes-Oxley, SSAE 16, Sarbanes-Oxley Act, Accounting
Education
Brigham Young University 2001 — 2007
Management Information Systems
Seyfarth Shaw January 2007 - January 2010
PricewaterhouseCoopers LLP 2000 - 2007
GZA GeoEnvironmental October 1998 - October 2000
Skills
Business Development, Coaching, Corporate Communications, Proposal Writing, Marketing
Education
Bridgewater State University 1980 — 1984
Bachelor of Arts, Marketing Communications
PricewaterhouseCoopers LLP September 2015 - Present
FansTang / China Branding Group May 2013 - April 2015
Creative Artists Agency July 2011 - May 2013
Avineon, Inc. August 2009 - December 2011
Red Varden Studios October 2010 - July 2011
Paramount Pictures June 2008 - August 2008
Netstar-1 (formerly Aviel Systems, PMC Consulting) September 2004 - August 2007
International Business Machines September 2003 - September 2004
Skills
Business Development, Project Management, Entertainment, Management, Relationship Management, Commercial Endorsement, Entertainment Industry, Social Media, Program Management, Film Marketing, Celebrity Management, Entertainment Management, Social Media Marketing, China Business..., Business Strategy, Project Planning, Business Analysis, Proposal Writing, Management Consulting, Training, Analysis, Databases, Process Improvement, Testing, Strategy, Leadership, Information Technology
Education
Boston University - School of Management 2007 — 2009
Masters of Information Systems
Boston University Questrom School of Business 2007 — 2009
Masters of Business Administration, Finance Concentration
Longwood University 1999 — 2003
BS, Economics
London Metropolitan University 2002 — 2002
ServiceNow - The Enterprise IT Cloud Company October 2014 - Present
NetApp June 2010 - September 2014
VMware October 2012 - August 2013
PricewaterhouseCoopers LLP February 2004 - May 2010
Protiviti 2002 - 2004
Skills
IT Audit, SAS70, CISA, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit, Internal Controls, Business Process..., COBIT, Sarbanes-Oxley, Business Process, COSO, Auditing, Risk Assessment, Information Security..., Risk Management, Information Security, Financial Risk
Education
Brigham Young University 1997 — 2002
B.S, Management Information Systems
CBIZ MHM, LLC February 2012 - Present
Marcum LLP September 2010 - January 2012
Kilpatrick Townsend & Stockton LLP February 2007 - August 2010
PricewaterhouseCoopers LLP September 1998 - January 2007
Education
New York University School of Law 1978 — 1979
LLM, Taxation
University of Pennsylvania Law School 1975 — 1978
JD
Boston University 1971 — 1975
Boston University - School of Management 1971 — 1975
B.S.
Goldman Sachs 2012 - 2013
PricewaterhouseCoopers 2010 - 2011
PricewaterhouseCoopers LLP 2008 - 2010
Merrill Lynch 2007 - 2008
Aon 2007 - 2007
Education
Brigham Young University 2004 — 2008
Management: Finance
CareFirst Blue Cross Blue Shield June 2014 - Present
PwC June 2012 - June 2014
PricewaterhouseCoopers LLP May 2007 - July 2012
PricewaterhouseCoopers May 2005 - 2007
Skills
Contract Negotiation, Procurement, IT Sourcing, Mergers & Acquisitions, Sourcing, Management, Outsourcing, Analysis, Strategy, Risk Management, Program Management, Business Process..., Business Transformation, Management Consulting, Strategic Sourcing, Business Development, Business Strategy, Account Management, Cross-functional Team..., Leadership, IT Strategy, CRM, Business Process, Vendor Management, Process Improvement, Change Management, Stakeholder Management, ERP, Supply Management, SAP, Governance, Forecasting, Contract Management, Shared Services, IT Procurement
Education
Suffolk University Law School 2002 — 2005
JD
Boston University 1993 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
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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
PricewaterhouseCoopers LLP January 2000 - Present
Towers Perrin April 1997 - January 2000
Mercer Human Resource Consulting August 1993 - April 1997
Skills
Pensions, Defined Benefit, Benefits, Actuarial, Tax, Funding, Compliance, Due Diligence, Defined Contribution, Employee Benefits, Business Planning, Strategy, Financial Modeling, Actuarial Science, Mergers & Acquisitions, Consulting, US GAAP, ERISA, Pension Funds
Education
Brown University 1988 — 1992
AB, Applied Mathematics
Syosset High School 1985 — 1988
Wells Fargo Dealer Services March 2010 - Present
Wachovia Dealer Services May 2009 - April 2010
First American Title January 2009 - May 2009
First American Title September 2007 - December 2008
Wachovia Dealer Services 2006 - 2007
Wachovia Dealer Services 2002 - 2006
PricewaterhouseCoopers LLP 1996 - 2002
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Auditing, Financial Accounting, US GAAP, SEC filings, GAAP, Consolidation, Account Reconciliation, General Ledger, Banking
Education
Brigham Young University 1989 — 1996
B.S., M.S., Accounting
Banyan Legal July 2008 - Present
Burningham Business Law April 2006 - Present
3form, Inc. May 2006 - April 2008
Albion Laboratories, Inc. 2001 - 2006
PricewaterhouseCoopers LLP 1999 - 2001
MarketStar 1997 - 1999
Nielsen & Senior, PC 1996 - 1997
Sinclair Oil 1993 - 1995
Skills
Trademarks, Litigation, Intellectual Property, Trade Secrets, Commercial Litigation, Licensing, Entrepreneurship, Legal Research, Strategy, Copyright Law, Corporate Law, Patents, Legal Compliance, Legal Assistance, Litigation Support, Joint Ventures, Patent Prosecution, Cyberlaw, Arbitration, Dispute Resolution, Appeals
Education
Brigham Young University-Marriott School of Management 1991 — 1995
Master of Business Administration, Business
Brigham Young University—J. Reuben Clark Law School 1991 — 1995
Juris Doctor, Law
Brigham Young University 1986 — 1991
Bachelor of Science
Bonneville High School
Predilytics Inc. July 2014 - Present
Health Dialog April 2013 - July 2014
Health Dialog November 2011 - March 2013
Health Dialog November 2008 - November 2011
Fletcher Spaght Inc. / Fletcher Spaght Ventures October 2007 - November 2008
Sappi Fine Paper October 2003 - August 2005
PricewaterhouseCoopers LLP 1999 - 2003
Skills
Qualitative Research, Data Analytics, Data Analysis, Virtual Teams, Clinical Research, Predictive Modeling, Analytics, Healthcare, SAS, SAS programming, Statistical Modeling, Data Mining, Statistics, Product Development, Logistic Regression, Predictive Analytics, Healthcare Analytics, Data Management
Education
Boston University 2004 — 2005
MPH, Epidemiology and Biostatistics
Trinity College-Hartford 1995 — 1999
BS Biology
EY September 2013 - Present
PricewaterhouseCoopers LLP September 2008 - August 2010
Education
Brooklyn Law School 2010 — 2013
Juris Doctor, cum laude
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics and Accounting
Regis High School 2000 — 2004
Humana August 2013 - Present
Humana June 2009 - July 2013
Aetna April 2002 - December 2008
Independant Consulting Practice June 2001 - April 2002
PricewaterhouseCoopers, LLP September 1999 - June 2001
Prudential Health Care May 1997 - September 1999
Prudential Health Care August 1995 - May 1997
Prudential Health Care July 1992 - August 1995
Blue Cross Blue Shield of Massachusetts July 1989 - July 1992
Boston University School of Medicine July 1983 - July 1989
Skills
Healthcare Management, Healthcare, Managed Care, Health Insurance, Healthcare Information..., Hospitals, Medicare, Health Policy, Clinical Research, Medicaid, Disease Management, Utilization Management, NCQA, Medicine, Quality Improvement, PPO, HMO, HEDIS, Case Managment, Physicians, Provider Relations, EHR, Informatics, Public Health, HIPAA, Healthcare Consulting, Nursing, Internal Medicine, Healthcare Industry, Credentialing, Physician Relations, Accountable Care
Education
Boston University Questrom School of Business 1988 — 1988
Post Graduate Training, Management Development Certificate
Stanford University School of Medicine 1979 — 1982
Post Graduate Training, Clinical and research Fellowship in Infectious Diseases
Wayne State University School of Medicine 1976 — 1979
Post Graduate Training, Internship and Residency in Internal Medicine
The University of Texas Southwestern Medical Center at Dallas 1971 — 1976
MD, Medicine
St. Mary's University 1967 — 1971
BA, Biology, Chemistry, Premed
Medical Dental Consultants, Inc. May 2015 - Present
IBM September 2010 - May 2015
IRS August 2009 - September 2010
Global Tax Network January 2009 - May 2009
BearingPoint May 2008 - January 2009
PricewaterhouseCoopers LLP 2007 - 2008
Ernst & Young 2002 - 2007
Education
Brigham Young University 1994 — 2001
Masters, Accounting
Duff & Phelps, LLC 2005 - Present
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers LLP 1989 - 2001
Skills
Business Valuation, Valuation, Equity Derivatives, Convertible Bonds, Financial Modeling, Equity Valuation, DCF, Private Equity, Corporate Finance, LBO, Tax, Finance, Due Diligence, Purchase Price..., Mergers & Acquisitions, M&A experience, Restructuring, Intangible Assets, Financial Structuring, IPO, Fairness Opinions
Education
Boston University - School of Management
MBA
Northwestern University
PricewaterhouseCoopers LLP October 1992 - Present
National Medical Enterprises October 1989 - September 1992
Charter Medical January 1984 - October 1989
St. Augustine General Hospital 1980 - 1983
St. Augustine General Hospital 1980 - 1983
St. Augustine General Hospital 1980 - 1983
Skills
Healthcare, Employee Benefits, Pharmacy Benefit..., Management Consulting, Consumer Directed..., Employee Engagement, Private Health Exchange...
Education
University of North Florida 1981 — 1982
MBA, General Business
Bowling Green State University 1972 — 1976
BS, Health Care Administration, Accounting
PricewaterhouseCoopers LLP 1989 - Present
Education
Boston University
BSBA
Boston University
Bachelor of Arts (BA)
Mayer Brown LLP May 2012 - Present
PricewaterhouseCoopers LLP October 2011 - May 2012
Boston College Law School August 2008 - May 2011
Michael Best and Friedrich, LLP June 2010 - July 2010
Deloitte & Touche August 2006 - August 2008
Skills
Corporate Tax, Tax Controversy, Litigation, IRS Appeals, International Tax, Legal Research, Legal Writing, Accounting, Auditing, Tax
Education
Boston College Law School 2008 — 2011
J.D., Law
University of Notre Dame 2002 — 2006
BBA, Accounting
Alvarez & Marsal August 2012 - Present
PricewaterhouseCoopers LLP January 2009 - July 2012
KPMG LLP March 2005 - December 2008
Standard & Poor's Corporate Value Consulting 2000 - 2005
KPMG US 1994 - 2000
Ernst & Young 1991 - 1994
Skills
Valuation, Fair Value, Financial Reporting, Intangible Assets, Stock Compensation, Business Combinations, Impairment, Derivatives, Strategic Valuation, Financial Modeling, Business Valuation, Capital Markets, Business, Mergers & Acquisitions, Auditing, Accounting, Mergers, SEC filings, US GAAP, Financial Risk, Due Diligence, Private Equity, SEC Filings, Tax
Education
Boston University Questrom School of Business 1989 — 1991
MBA, Business and finance
Isenberg School of Management, UMass Amherst 1983 — 1987
BBA, Finance
BDO USA, LLP January 2014 - Present
Grant Thornton LLP October 2008 - June 2013
McGladrey January 2008 - August 2008
PricewaterhouseCoopers LLP January 1997 - February 2007
Skills
Tax Law, High Net Worth..., S Corporations
Education
Bradley University
Sarmasti PLLC May 2004 - Present
PricewaterhouseCoopers LLP August 1998 - May 2004
Eagle International June 1986 - June 1995
Skills
Litigation, Tax, Estate Planning, Mergers & Acquisitions, Wills, Real Estate, Tax Law, Corporate Tax, Corporate Law, Commercial Litigation, Corporate Finance, Accounting, Legal Research, Financial Analysis, Employment Law, Legal Writing, Financial Accounting, Due Diligence, Private Equity, International Tax, Restructuring, Bankruptcy
Education
Brooklyn Law School 1996 — 1998
JD, Law
SUNY Buffalo Law School 1995 — 1996
Law
Fordham Gabelli School of Business 1993 — 1995
MS, Tax
New York University 1986 — 1991
BA, Accounting
Stehly & Wray, PLLC January 2015 - Present
US Foodservice February 2008 - June 2015
PricewaterhouseCoopers LLP 2006 - 2008
Education
Brigham Young University 1995 — 1999
BS, Accounting
Dover Consultants LLC 2007 - Present
State Street Global Advisors 2001 - 2007
PricewaterhouseCoopers LLP 1985 - 2001
Skills
Mutual Funds, Securities, Private Equity, Asset Management, Corporate Governance, Investment Advisory, Asset Managment, Investment Management, Auditing, Management, Alternative Investments, Hedge Funds, Investments, SEC, Financial Services, Due Diligence
Education
Boston College Law School 1965 — 1968
Juris Doctor, Law
College of the Holy Cross
BA, History and Classics
Hawkins Cloward & Simister June 2015 - Present
PricewaterhouseCoopers LLP July 2007 - June 2015
Education
Brigham Young University 2006 — 2007
Master of Accountancy, Taxation
Brigham Young University 2003 — 2007
Bachelor of Science (B.S.), Taxation
Mountain View High School
The Boston Consulting Group June 2009 - Present
PricewaterhouseCoopers LLP July 2001 - May 2009
Education
Boston University School of Law
JD/LLM, Tax
Key Capital Corporation January 2014 - Present
Red Rock Assets 2014 - Present
Gate Gourmet July 2010 - January 2014
American Capital January 2005 - July 2010
PricewaterhouseCoopers, LLP July 2002 - January 2005
Skills
Private Equity, Auditing, Strategic Financial..., Analysis, Financial Analysis, Leveraged Finance, Investments, Operations Management, Mergers & Acquisitions, Business Strategy, Financial Modeling, Corporate Finance, Equities, Strategic Planning, Financial Planning, Due Diligence, Valuation
Education
University of Florida 2000 — 2001
BS, Accounting
Brigham Young University 1998 — 1999
PricewaterhouseCoopers LLP April 2012 - Present
Dickstein Shapiro LLP 2005 - 2012
Brown Rudnick LLP 2000 - 2005
Westinghouse Electric Company 1994 - 1996
Education
Georgetown University Law Center 2012 — 2015
Master of Laws (LL.M.), Securities and Financial Regulation, Certificate in International Arbitration and Dispute Resolution
Boston College Law School
J.D., Law
Georgia Institute of Technology
B., Industrial Systems Engineering
Protiviti Inc. April 2015 - Present
KPMG LLP September 2014 - March 2015
PricewaterhouseCoopers LLP July 2013 - September 2014
Skills
ITGC, SAP Implementation, SOX 404, IT Audit, Compliance Management, Federal Government..., Internal Controls, Internal Audit, Financial Modeling, Financial Forecasting, Microsoft Excel, Financial Risk, SSAE 16, SAS70, Accounting, Chinese, Access, Teamwork, Public Speaking, Budgets, Budgeting, Bloomberg Terminal, Learning Quickly, Transfer Agency, Factset
Education
Bryant University 2009 — 2012
Bachelor of Science in Business Administration
Somes Capital Group February 2011 - Present
Morgan Stanley July 2005 - February 2011
Christopher Babcock Co. June 2001 - July 2005
ARAMARK Corp. January 2000 - June 2001
Citigroup Inc. December 1997 - January 2000
PricewaterhouseCoopers, LLP June 1992 - December 1997
Skills
Leadership, Coaching &..., Strategic Planning, Predictive Analytics &..., Corporate Development, Complex Financial..., Business Plan..., Operating Reviews,..., Performance Metrics &..., Research & Competitive..., Mergers & Acquisitions, Strategy to Post-Deal..., Valuation Methodologies, Synergy & Cost Analysis, Investment Management, Social Marketing, Presentation,..., Due Diligence, Hedge Funds, Portfolio Management, Risk Management, Analytics, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Bowdoin College 1982 — 1986
AB, Biochemistry, Government
Public Company Accounting Oversight Board April 2013 - Present
Booz Allen Hamilton July 2011 - March 2013
PriceWaterhouseCoopers LLP September 2007 - July 2011
Biegler & Associates August 2006 - August 2007
Virginia Commonwealth University August 2003 - May 2006
Skills
Accounting, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, GAAP, Finance, Due Diligence, Internal Controls, Corporate Finance, Auditing, US GAAP, Investments
Education
Virginia Commonwealth University 2005 — 2006
Master, Accounting
Bowling Green State University 2001 — 2002
Master, Economics
Nankai University 1996 — 2000
Bachelor, Accounting
Internal Revenue Service September 2011 - Present
PricewaterhouseCoopers LLP May 2007 - September 2011
Deloitte Tax LLP January 2005 - July 2006
Education
Georgetown University Law Center
Master of Laws, Taxation
University of Utah - David Eccles School of Business
Master of Business Administration
University of Utah S.J. Quinney College of Law
Juris Doctorate
Brigham Young University
Bachelor of Science, Accounting
Royal Bank of Scotland NV (Canada Branch) 2011 - 2011
Ontario Secruities Commission 2007 - 2010
Macquarie Capital Funds Canada Ltd. 2005 - 2007
RBC Dominion Securities 2002 - 2005
PriceWaterhouseCoopers LLP 2000 - 2002
Skills
Due Diligence, Financial Audits, Financial Modeling, Financial Analysis, Compliance, Financial Reporting
Education
Brock University
Bachelor of Accounting
Queen's University
Electrical Engineering
Fannie Mae December 2012 - Present
Fannie Mae May 2007 - November 2012
Bank of America March 2004 - September 2005
PricewaterhouseCoopers LLP September 1998 - March 2004
Skills
Risk Management, Portfolio Management, Credit, Loans, Mortgage Lending, Credit Risk, Financial Risk, Banking, Financial Analysis, Business Analysis
Education
Brown University 1990 — 1994
Finance and Economics
Brown University 1990 — 1994
Bachelor of Economics, Finance, General
PwC January 2015 - Present
PricewaterhouseCoopers, LLP December 2005 - December 2014
Gordon Parry, CPA January 2005 - November 2005
Boston Stock Exchange January 2004 - May 2004
Holbrook & Murphy August 2003 - May 2004
Judges of Compensation Claims, Judge Sylvia Medina-Shore June 2003 - August 2003
Cutler & Associates January 2003 - May 2003
Miami Dade County State Attorney’s Office May 2002 - August 2002
Skills
Legal Research, Courts, Tax
Education
Boston University School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
New England Law Boston
Juris Doctor
Florida International University
Bachelor of Science, Criminal Justice