PwC Company
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. Revenue: 41.3 billion USD (2018) Headquarters: London, United Kingdom Number of employees: 250,930 (2018) Founded: 1998 Subsidiaries: PricewaterhouseCoopers Private Limited, Strategy&,
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PwC Employees
The Financial Clinic August 2013 - June 2014
PwC July 2011 - August 2011
Skills
Chinese, Microsoft Excel, PowerPoint, Access, Teamwork, Data Analysis, Microsoft Office, Statistics
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master's Degree, Business Analytics
University of Wisconsin-Madison 2011 — 2013
Bachelor of Business Administration (B.B.A.), Actuarial Science
University of North Texas 2009 — 2010
Finance, General
PwC May 2013 - July 2013
SMU Cox School of Business January 2012 - May 2013
JLJ Group May 2011 - July 2011
Skills
Microsoft Windows,..., Account Reconciliation, Accounting, Management, Analysis, Data Analysis, Internal Audit, External Audit, Internal & External..., Financial Accounting, Financial Modeling, Financial Analysis, Market Research, Time Management
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master's Degree, Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor's Degree, Accounting
PwC January 2014 - Present
Brightstar August 2011 - December 2013
Southern Polytechnic State University August 2003 - August 2005
Skills
English-Spanish, Knowledge of Italian, Proficient in..., Proficient in JGrasp..., Knowledge of C++ and..., Hardware, Software Installation, Accounts Receivable, Spanish, Invoicing, Java, Supply Chain Management
Education
Florida International University 2010 — 2013
Bachelor of Science in Information Technology, IT
Southern Polytechnic State University 2008 — 2010
Bachelor in IT, 40 credits completed
Boys Town September 2015 - Present
PwC July 2013 - Present
PwC August 2006 - Present
SunGard Data Systems August 2004 - August 2006
SunGard Data Systems January 2004 - August 2004
Bridge Trading Company August 1996 - June 2003
Capital Institutional Services 1990 - 1996
Donaldson, Lufkin & Jenrette 1988 - 1990
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Risk Management, Trading, Investment Banking, Options, Securities, Mergers, Change Management, Internal Controls, Finance, Equity Research, Business Development, Trading Systems, Business Process, Due Diligence, Operational Risk..., Bloomberg, Operational Risk, Management, Hedge Funds, Middle Office, FX Options, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1985 — 1989
Bachelor of Business Administration
Loy Norrix HS 1981 — 1985
Diploma
AACATX May 2013 - Present
PwC July 2014 - August 2014
Standard Fiber (Shanghai) Co.Ltd June 2011 - July 2011
Skills
Accounting, Philosophy, Languages, Microsoft Office, Visual Basic, Photoshop, PowerPoint, Data Analysis, Access
Education
Southern Methodist University 2010 — 2014
Christian Home and Bible School 2008 — 2010
High School
shanghai No.3 Girls High School
PwC July 2015 - Present
Crowe Horwath LLP January 2014 - May 2015
Jeramy Smith, CPA, PLLC July 2013 - December 2013
Chapman, Hext & Co., P.C. January 2013 - June 2013
Adventist Health System October 2010 - August 2012
Skills
Accounting, Financial Analysis, Leadership, Microsoft Office, Budgets, Microsoft Excel, Financial Reporting, Time Management, Financial Accounting, Teamwork, Public Speaking, Auditing, Finance, Corporate Budgeting, Personal Budgeting, QuickBooks, Project Management, Marketing, Budgeting
Education
The University of Texas at Dallas 2012 — 2013
Master of Science (MS), Accounting
Southwestern Adventist University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting, magna cum laude
Phillips 66 2015 - Present
Phillips 66 May 2014 - April 2015
Phillips 66 March 2014 - May 2014
Phillips 66 August 2013 - March 2014
ConocoPhillips June 2011 - August 2013
Postlethwaite & Netterville January 2011 - April 2011
ConocoPhillips May 2010 - August 2010
PwC January 2010 - April 2010
ConocoPhillips May 2009 - August 2009
Skills
Account Reconciliation, Financial Accounting, Analysis, Accounts Payable, SAP, Auditing, Journal Entries, Internal Controls, Financial Analysis, Strategic Planning, Time Management, Accounting, Management, Public Speaking, Leadership, Project Management, PowerPoint, Microsoft Word, Customer Service, Research, Team Building, Data Analysis, Teamwork
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science, Accounting
University of Illinois at Urbana-Champaign August 2012 - Present
University of Illinois at Urbana-Champaign July 2010 - August 2012
PwC 2009 - 2009
Skills
Microsoft Excel, Data Analysis, PowerPoint, Auditing, Financial Analysis, Accounting, Microsoft Office, Microsoft Word, Access, Analysis, Outlook, Customer Service, Financial Reporting, Financial Accounting, Nonprofits, Budgets
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Southern University and Agricultural and Mechanical College at Baton Rouge 2005 — 2009
Bachelor of Science (B.S.), Accounting
BrooksCardiel, PLLC May 2013 - Present
PwC November 2011 - May 2013
M&K CPAS November 2010 - November 2011
Belt Harris & Associates, LLLP January 2010 - November 2010
Wal-Mart Stores, Inc May 2009 - August 2009
Southwestern Assemblies of God University November 2008 - May 2009
Target August 2006 - April 2009
Beverly, Newman & Co 2008 - 2008
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, Financial Statements, Account Reconciliation, Sarbanes-Oxley Act, Payroll, Financial Analysis, Great Plains Software, Microsoft Excel, Fixed Assets, SEC filings, Internal Audit, Data Entry, Accounts Receivable, Journal Entries, General Ledger, CPA, US GAAP, Analytical Skills, Microsoft Word, ProSystem fx Tax, Financial Accounting, Finance, Financial Audits, Bank Reconciliation, Tax, Accounts Payable, Cooperative, Analysis, Budgets, External Audit, Consolidation
Education
Southwestern Assemblies of God University 2006 — 2009
Bachelor of Science, Business Accounting
Southwestern Assemblies of God University 2005 — 2009
Bachelors, Business Accounting
PwC July 2003 - Present
KPMG Peat Marwick May 2002 - June 2003
Arthur Andersen LLP September 1997 - May 2002
Occidental Petroleum Corporation August 1995 - September 1997
Skills
Tax, US Tax, Tax Accounting, Corporate Tax, International Tax, Tax Law, Accounting, CPA, Income Tax, Due Diligence, Tax Research, Mergers, Tax Advisory, Partnership Taxation, Restructuring, Mergers & Acquisitions
Education
Southern Methodist University Dedman School of Law 1987 — 1990
J.D., Law
University of Iowa 1983 — 1987
B.B.A., Accounting
PwC June 2014 - Present
The Difference Consulting April 2008 - May 2014
Raytheon October 2003 - April 2008
Adea Solutions September 2002 - October 2003
Cap Gemini Ernst & Young November 1998 - April 2002
US Air Force 1989 - 1993
Skills
Business Process..., Business Strategy, Program Management, Management Consulting, Six Sigma, Telecommunications, Consulting, Strategy, Project Planning, Leadership, Workshop Facilitation, Business Transformation, Marketing Strategy, Sales, Organizational..., Design Thinking, Collaborative Problem..., Creative Strategy, Cross-functional Team..., Change Management, Business Process, Event Management, Leadership Development, Organizational Design, Process Improvement, Fundraising, PMO, Executive Coaching, Outsourcing, Business Innovation, Executive Management, Performance Improvement, Project Portfolio..., Management, Strategic Planning, Project Management, Business Development
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (EMBA)
Texas Tech University
Electrical Engineering/Physics
The University of Texas at Dallas
Management
Elm Park Capital Management June 2015 - Present
PwC June 2014 - October 2014
Starbucks August 2013 - November 2013
Boulder Country Club May 2013 - August 2013
The Painted Primrose May 2013 - August 2013
Skills
Team Leadership, Microsoft Excel, PowerPoint, Salesforce.com, Social Media, mathematics, Microsoft Office, Microsoft Word, Weddings
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Science (BS), Finance, General
Fairview High School 2008 — 2012
High School
FPL FiberNet August 2015 - Present
PwC September 2013 - August 2015
PwC June 2012 - August 2012
Lockheed Martin September 2009 - August 2011
Lockheed Martin November 2008 - September 2009
Montgomery County, Ohio - Hotel/Motel Tax Administration June 2008 - November 2008
Skills
Analysis, Financial Modeling, Financial Analysis, Finance, Management, Mergers & Acquisitions, Business Strategy, Data Analysis, Leadership, Change Management, Training, Forecasting, Program Management, Cross-functional Team..., Six Sigma, Financial Forecasting, Process Improvement, Budgets, Earned Value Management, Risk Management, Curiosity, Due Diligence, Managerial Finance, Project Management, Strategy, Business Analysis, Intellectual Curiosity, Lean Initiatives, Valuation, Business Intelligence, Private Equity, Microsoft Excel, Strategic Planning, Management Consulting, Corporate Finance, Business Development, Investments, Analytics, Research, Team Building, Corporate Development, Project Finance, Sell Side, Buy-side, Enterprise Valuation, Valuation Modeling, M&A Advisory Services, M&A Negotiations, International M&A, M&A Modeling
Education
CFA Institute 2015 — 2017
2015 Level I Candidate, Chartered Financial Analyst® (CFA) Program
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance & Strategy
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance
Universidad Antonio de Nebrija 2007 — 2007
Study Abroad Program, International Business
Archbishop Alter High School 2000 — 2004
High School Diploma, College preparatory
PwC June 2015 - Present
Fidelity Investments 2014 - January 2015
Youth Advocate Program August 2011 - December 2013
Skills
Curriculum Design, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Public Speaking, Teamwork, Financial Analysis, Accounting
Education
The University of Texas at Arlington 2012 — 2014
Southwestern Adventist University
Grant Thornton LLP June 2014 - Present
PwC September 1999 - May 2014
Halliburton February 1998 - September 1999
PRG-Schultz 1995 - 1998
Skills
Forensic Accounting, Internal Audit, Internal Controls, Auditing, SEC filings, Fraud, Certified Fraud Examiner, Forensic Analysis, Accounting, FCPA, Sarbanes-Oxley Act, Due Diligence, Litigation Support, Financial Analysis, Analysis, Private Investigations, Fraud Investigations, Process Reviews, Compliance, Investigations, Contract Disputes, Audit, Computer Forensics, Energy, Compliance Management, Licensing, revenue leakage, Anti-fraud, Procurement, Procure-to-Pay, Procurement Contracts, IT Procurement, Supply Chain Management, CPA, SEC Filings, Financial Reporting
Education
Southwestern University 1990 — 1994
B.A., Accounting
PwC September 2014 - Present
PwC Consulting June 2013 - August 2013
Amegy Bank May 2012 - July 2012
Amegy Bank May 2011 - May 2012
Amegy Bank May 2010 - May 2011
Amegy Bank July 2009 - May 2010
Amegy Bank December 2008 - July 2009
Amegy Bank June 2007 - December 2008
Smith Barney January 2005 - October 2006
Mary Kay Inc. May 2006 - July 2006
Skills
Financial Analysis, Process Improvement, MS Excel Pivot Tables, Leadership, Financial Statement..., Business Objects, Adobe Professional, Data Analysis, Executive Reporting, Ad Hoc Reporting, Presentation Development, Business Intelligence, Visio, Business Analysis, Credit, Banking, Credit Risk, Loans, Commercial Lending, Underwriting, Business Process, Forecasting, Internal Controls, Management, Commercial Banking, Credit Analysis, Finance, Sarbanes-Oxley Act, Corporate Finance, Close Attention to..., Dependable Team Player, Teamwork
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Business Analytics, 3.8
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, E Business, Finance
McKinney High School 1999 — 2003
OFI SteelPath, Inc. January 2012 - Present
Energy Spectrum February 2011 - December 2011
PwC September 2008 - February 2011
Skills
SEC filings, Financial Analysis, Auditing, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Accounting, Financial Reporting
Education
Southern Methodist University - Cox School of Business 2007 — 2008
Masters of Science in Accounting
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Accounting
Private December 2014 - Present
PwC August 2013 - November 2014
Montgomery Coscia Greilich LLP December 2012 - August 2013
Catastrophic Claims Consultants August 2011 - January 2013
Briggs & Veselka Co. November 2010 - July 2011
Gainer, Donnelly & Desroches September 2007 - November 2010
RSM McGladrey January 2007 - August 2007
JP Morgan June 2006 - January 2007
Skills
Partnerships, Tax, Corporate Governance, Operations Management, Corporate Tax, High Net Worth..., Property & Casualty..., New Business Development, Operational Efficiency, Recruiting, Employee Retention, Business Process Design, Managing Partner..., Partnership Taxation, Engagement Management, Performance Evaluation, Personal Tax Planning, Business Tax Planning, Talent Acquisition, Business Development, Strategic Planning, Financial Forecasting, Financial Markets, Construction, Property Claims, Capital Budgeting, Business Operations, Team Building, Development Of Employees, Training, Market Research, Research, Non-profit Taxation, Procedure Manuals, Process Improvement, Business Process..., Financial Projection, Interdepartmental..., Mentoring, Nonprofits, CPA, Finance
Education
Southwestern University 2002 — 2006
Bachelors, Accounting, Business, Economics, Classics
Denison High School 1998 — 2002
Philips September 2014 - Present
Philips April 2013 - September 2014
PwC August 2012 - April 2013
Philips Corporation December 2010 - August 2012
Philips Electronics North America January 2010 - December 2010
W.R. Grace & Co December 2007 - July 2009
Willowbend Country Club May 2006 - September 2006
Winchester Country Club June 2000 - September 2005
Skills
Accounting, SAP, Forecasting, Budgets, Microsoft Excel, Accounts Payable, Finance, Inventory Management, Accounts Receivable, Microsoft Word, PowerPoint, Invoicing, Sales, Accounting Applications, Foreign Exchange, Financial Reporting, Financial Analysis, Written & Oral..., Concept Design, Project Management, Management, Process Improvement, Analysis, Business Process..., Cross-functional Team...
Education
Southern New Hampshire University 2012 — 2015
Master, Business Administration
Worcester State University 2005 — 2007
BA, Accounting
Corazon de Vida Foundation April 2011 - July 2011
LG Electronics January 2010 - March 2010
Fubon Life Insurance Co., Ltd July 2009 - December 2009
PwC July 2006 - October 2006
Taipei Cultural Center July 2001 - September 2001
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, HTML, English, Windows
Education
Southern New Hampshire University 2011 — 2013
Master of Science (M.S.), Accounting, 3.24
University of California, Irvine 2011 — 2011
Certificate, International Finance, 3.56
PwC 2014 - Present
Cohesive Information Solutions, Inc. May 2011 - March 2014
Cohesive Information Solutions, Inc. June 2010 - May 2011
Skills
Enterprise Asset..., Software Implementation, Maximo, Business Process, Requirements Analysis, ERP, Project Management, Business Analysis, Report Development, Actuate Report, Change Management, Integration, Business Process..., PMO, Procurement, Business Process..., Business Intelligence, Data Migration, Software Project..., Business Process Design, Architecture Management
Education
Southern Polytechnic State University 2008 — 2011
Bachelor of Science, Nuclear Power Generation Project Management and Construction/Facilities Management
PwC September 2014 - Present
PwC January 2013 - March 2013
J.Crew January 2008 - January 2011
Driftwood Capital 2010 - 2010
Skills
Accounting, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Accounting, Customer Service, Financial Reporting, Financial Analysis, Teamwork
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor’s Degree, Accounting, Education
PwC July 2015 - Present
PwC November 2010 - June 2015
Haynes and Boone, LLP December 2009 - June 2010
Skills
Tax, Accounting, Tax Accounting, Tax Preparation, Tax Provision..., Partnership Taxation, Tax Advisory, Corporate Tax, Private Company Services
Education
Southern Methodist University - Cox School of Business 2009 — 2010
Master's degree, Taxation
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Science (BS), Accounting
SGCC August 2013 - Present
Southern Methodist University August 2011 - May 2013
Southern Methodist University July 2011 - December 2011
HSBC February 2010 - March 2010
PwC July 2009 - August 2009
IBM Global Business Services January 2009 - February 2009
Education
Southern Methodist University 2011 — 2013
Master's degree, Economics, 3.6
PwC February 2001 - Present
Froggy Bottom Crafters September 2012 - January 2015
Henkel of America 1996 - 2000
Jeremie Corpration June 1991 - April 1996
Skills
Financial Reporting, Microsoft Office, Customer Service, Project Management, Outlook, Process Improvement, Event Planning, Team Building
Education
Southern Polytechnic State University
Douglas County High School
Lithia Springs High School
PCAOB January 2013 - Present
Archstone May 2012 - January 2013
PwC June 2011 - April 2012
PricewaterhouseCoopers September 2008 - June 2011
PricewaterhouseCoopers July 2006 - September 2008
Brinker International May 2004 - August 2004
Skills
SEC filings, CPA, GAAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Internal Controls, Accounting, Auditing, Financial Accounting, Financial Analysis, Big 4, Financial Statements, Assurance, SOX 404, Corporate Finance, Financial Modeling, Business Valuation, Sarbanes-Oxley, SEC Filings
Education
Southern Methodist University - Cox School of Business 2005 — 2006
MSA, Accounting
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Accounting
King Kekaulike High School 1998 — 2001
Sally Beauty Company January 2013 - Present
PwC June 2011 - January 2012
Ernst & Young LLP July 2004 - May 2011
Skills
International Tax, Tax Advisory, Tax, Tax Law, Tax Accounting, Corporate Tax, Transfer Pricing, Tax Research, Income Tax, Big 4, Partnership Taxation, Restructuring
Education
University of Washington School of Law 2002 — 2003
LLM TAX, Tax Law
Southern Methodist University Dedman School of Law
JD
Temple Law
University of Nebraska at Omaha
静岡大学
Japanese Economics and Language
Alvarez & Marsal February 2014 - Present
PwC March 2013 - February 2014
Lee and Stone, LLP October 2011 - March 2013
EquityMetrix, LLC June 2010 - August 2010
Atmos Energy June 2008 - August 2008
Skills
Due Diligence, Litigation, Real Estate, Hedge Funds, Investment Advisers Act, Dodd-Frank, Business Strategy, Private Equity, Acquistions, Microsoft Excel, Compliance, Mergers, Financial Modeling, Cash Flow, Restructuring
Education
Southern Methodist University Dedman School of Law 2007 — 2011
JD, Law
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
B.B.A., Finance
De Joya Griffith, LLC 2010 - Present
PricewaterhouseCoopers 2004 - 2009
PwC 2004 - 2009
KPMG 1993 - 1998
KPMG 1993 - 1997
Skills
Audit, Excel, Accounting, SOX, Internal Controls, Financial Reporting, Mergers & Acquisitions, Auditing, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Tax Preparation, Tax, GAAP, CPA, Income Tax, Corporate Tax, Tax Research, QuickBooks, US GAAP, Tax Accounting, Financial Statements, External Audit, SEC Filings
Education
Southern Utah University
PwC August 2015 - Present
PwC June 2014 - August 2014
Luminant Power March 2012 - August 2013
TXU Energy September 2010 - March 2012
Portola Constructors November 2009 - August 2010
HBK Investments May 2008 - August 2008
Merrill Lynch February 2007 - February 2008
Skills
Microsoft Excel, Analysis, Corporate Finance, Process Improvement, Forecasting, Financial Analysis, Financial Modeling, Oracle Applications, Trained in Microsoft..., Finance, Business Planning
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration, Finance
Southern Methodist University - Dedman College 2005 — 2009
Bachelors of Science, Economics with Financial Applications
PwC August 2011 - June 2014
Alpha Xi Delta January 2010 - December 2010
Southwestern Financial Analyst Program April 2009 - April 2010
Alpha Xi Delta January 2009 - January 2010
City of Cleburne Splash Station May 2009 - August 2009
City of Cleburne - Splash Station Water Park May 2008 - August 2008
Forrest Auto Park June 2007 - December 2007
Chili's Restaurant & Grill March 2006 - March 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Internet Explorer, PowerPoint, Windows, English, Windows Vista, XP, Accounting, Non-profits, Budgets, Nonprofits
Education
Southwestern University 2007 — 2011
BA, Accounting
Cleburne High School 2003 — 2007
PwC August 2013 - Present
The Art Institute of California-Inland Empire August 2010 - August 2013
Walgreens's Corporation June 2009 - August 2010
Skills
Accounting, Budgets, Financial Analysis, Customer Service, Financial Reporting, Analysis, Microsoft Excel, PowerPoint, Access, Microsoft Word, Quic, Pow, Microsoft Office, Spreadsheets, Project Planning, Sarbanes-Oxley, Internal Controls, GAAP, Auditing, audit, Finance, Management, Sarbanes-Oxley Act, System Administration, Teamwork, QuickBooks
Education
University of Redlands 2011 — 2013
MBA, Finance
Southwestern Adventist University 2005 — 2009
BBA, Accounting
PwC September 2013 - Present
Student Bar Association May 2012 - May 2013
Student Bar Association May 2011 - May 2012
getaroom.com May 2009 - April 2010
Skills
Microsoft Excel, Legal Research, Legal Writing, PowerPoint, Microsoft Word, Spanish, Microsoft Office, Research, Public Speaking, Event Planning, Outlook, Social Media, Westlaw, Real Estate, Access, Marketing, Customer Service, Data Analysis, Public Relations, Fundraising
Education
Southern Methodist University Dedman School of Law 2010 — 2013
J.D., Law
Southern Methodist University - Cox School of Business 2005 — 2009
BBA in Accounting, BA in Spanish
St. Andrew's Episcopal School 2001 — 2005
Pacific Trading Company, LLC March 2015 - Present
Hercules Technology Growth Capital July 2013 - Present
PwC September 2012 - July 2013
PricewaterhouseCoopers September 2011 - September 2012
Petersen Medical January 2006 - September 2011
Big Brother Academy April 2005 - January 2006
KB Home January 2003 - January 2005
Skills
Investment Valuation, DCF Valuation, Auditing, Cost Accounting, Leadership, SEC filings, IFRS, Assurance, Accounting, Financial Reporting, SEC Filings, GAAP, Management
Education
L'Institut des Hautes Études Économiques et Commerciales 2010 — 2011
Master of Business Administration, Luxury Brand Management
Southern Utah University 2010 — 2011
Master of Business Administration
Southern Utah University 2010 — 2011
Master of Accountancy
Southern Utah University 2005 — 2009
B.S. in Accounting
PwC July 2013 - Present
Quiktrip Corporation July 2008 - July 2013
Kabbage, Inc 2013 - 2013
PwC January 2012 - April 2012
Oxygen Financial August 2011 - October 2011
Freddie Mac 2011 - 2011
LSI Scream, LLC June 2007 - July 2008
Skills
Fluent in Spanish, Accounting, Customer Service, Tax Accounting, Tax, Auditing, Financial Accounting, Microsoft Office, Corporate Tax, Microsoft Excel
Education
Southern Polytechnic State University 2012 — 2013
Master of Science in Accounting
Georgia State University, Robinson College of Business 2007 — 2011
Bachelors of Business Administration, Accounting
PwC October 2011 - Present
Accenture January 2011 - March 2012
Decision First Technologies October 2010 - January 2011
Hewlett-Packard October 2007 - October 2010
Hewlett Packard April 2006 - October 2007
Omega Importers January 2006 - August 2006
RR Jewelers November 2004 - December 2005
Education
Southern Polytechnic State University 2004 — 2007
Bachelors of Science, Industrial Engineering Technology
Abatix Corp. January 2011 - Present
Abatix Corp May 1994 - December 2010
The LTV Corporation 1989 - 1993
PwC 1986 - 1989
KPMG 1983 - 1986
Skills
Account Management, Business Development, Forecasting, New Business Development, Mergers, Strategic Planning, Financial Analysis, Sales, Sales Management, Budgets, Contract Negotiation, Negotiation, Business Strategy, Marketing, Process Improvement, Competitive Analysis, Project Management, Microsoft Excel, Marketing Strategy, Microsoft Office, Mergers & Acquisitions, Purchasing, Operations Management, Inventory Management, Team Building, Sales Operations, Key Account Management, Leadership, Pricing, B2B, Direct Sales, Supply Chain Management, Sales Process
Education
Southern Methodist University - Cox School of Business 1990 — 1993
MBA, Business
Texas A&M University 1979 — 1983
BBA, Finance and Accounting
Highland Park High School 1976 — 1979
PwC September 2014 - Present
Roger Vester Inc. February 2013 - August 2014
Southwestern University August 2010 - May 2014
Class Adventure Travel May 2013 - August 2013
The Williamson County Financial Stability Coalition February 2013 - April 2013
The Joffrey Ballet May 2012 - July 2012
Southwestern University January 2012 - May 2012
Self-employed September 2010 - December 2011
Group Cares May 2011 - August 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Leadership Development, Microsoft Word, Microsoft Excel, Social Media, Spanish, Critical Thinking, Analysis, Management, Event Management, Teaching, Research, QuickBooks, UltraTax CS, Xero, Public Speaking, Event Planning
Education
Southwestern University 2010 — 2014
Bachelor of Arts, Accounting (Minor in Spanish), GPA 3.95, Summa Cum Laude
Public University of Navarre 2012 — 2012
GameStop December 2009 - Present
AmLee Innovations October 2009 - Present
Corning Cable Systems October 2007 - November 2008
Corning Cable Systems January 2005 - October 2007
IBM BCS October 2002 - September 2003
PwC April 1998 - September 2002
PwC April 1998 - September 2002
US Online Communications March 1997 - April 1998
Skills
Pricing, Segmentation, Product Development, Market Analysis, Budgets, Competitive Intelligence, Sales Management, Positioning, Cross-functional Team..., Business Analysis, Business Intelligence, Analytics, Product Management, Business Process..., CRM, IT Strategy, Project Management, Program Management, Process Improvement, SDLC, Competitive Analysis, Six Sigma, Vendor Management, Executive Management, Leadership, Marketing Strategy, Management, Integrated Marketing, Enterprise Software, Analysis, Project Portfolio..., Business Development, Data Warehousing, Product Marketing, Integration, Forecasting, Marketing, Data Analysis, Sales, Strategy, Telecommunications, Team Leadership, Entrepreneurship, Business Planning, Business Strategy, Management Consulting, Operations Management, E-commerce, Strategic Partnerships, Sales Operations
Education
Southern Methodist University - Cox School of Business 2001 — 2004
MBA, Marketing, Entrepreneurship, Strategy
The University of Texas at Austin - Red McCombs School of Business 1995 — 1997
BBA, Management Information Systems
Tarrant County College 1993 — 1995
Transferred to UT Austin, core coursework
Speare Memorial Hospital October 2012 - Present
The Transition Group June 2011 - Present
Medical Affiliates of Cape Cod January 2007 - March 2011
Medical Management, Inc 2002 - 2007
PwC 1997 - 2001
Contemporary Mananagement Associates, I October 1982 - October 1997
Optima Health System 1989 - 1994
Skills
Physician Practice..., Performance Improvement, Business Management, Healthcare Consulting, Healthcare, Healthcare Management, Practice Management, Hospitals, Revenue Cycle, EMR, HIPAA, Managed Care, Physician Relations, Executive Management, Organizational..., Leadership Development, Start-ups, Physicians, Management
Education
Southern New Hampshire University 1988 — 2000
MBA, 3.8
UNH 1974 — 1978
BS, Health Studies
University of New Hampshire 1974 — 1978
BS, Health Studies
Infosys March 2015 - Present
Aviall April 2013 - September 2013
McKesson October 2002 - March 2013
McKesson April 2010 - June 2012
McKesson November 2005 - March 2010
McKesson October 2002 - November 2005
Dimension Consulting / RJT September 2002 - October 2002
ExxonMobil January 2001 - August 2002
Independent SAP Consultant April 1997 - January 2001
PwC November 1996 - April 1997
Skills
SAP ERP, SAP, SAP Implementation, SAP R/3, ABAP, Business Analysis, SD, Enterprise Software, Data Migration, SAP SD, Accounts Receivable, SAP FI, IDOC, SAP SRM, EDI, Materials Management, Databases, Business Objects, ERP, SAP Netweaver, Testing, SAP BW, Business Process, ECC, Master Data Management, IDoc
Education
The University of Dallas 1990 — 1992
MBA, Information Systems
Southern Methodist University - Cox School of Business
BBA, Business
EY January 2015 - Present
Salt and Light Energy Equipment September 2014 - January 2015
AIESEC March 2011 - October 2012
PwC June 2012 - September 2012
University of Nottingham Business School October 2011 - April 2012
Standard Chartered Bank June 2011 - August 2011
Skills
Financial Accounting, Management, Business Strategy, Auditing, Training, Financial Reporting, Accounting, IFRS, Corporate Finance, Team Management, Financial Statements
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master's Degree, Accounting
The University of Nottingham Ningbo China 2009 — 2013
BA (Hons), Finance, Accounting and Management
PwC July 2015 - Present
Tesla Motors June 2014 - September 2014
Deluxe Digital Cinema October 2012 - July 2013
Deluxe Digital Cinema January 2007 - October 2012
Deluxe Film Services August 2005 - January 2007
Skills
Digital Media, Operations Management, Process Improvement, Logistics Management, Shipping Systems, Analysis, Logistics, Strategy, Integration, Data Analysis, Management, Product Management, Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Sales
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), MBA Candidate 2015
University of Nebraska-Lincoln 1998 — 2004
Bachelor of Journalism, Broadcasting
Millard West High School 1995 — 1998
PwC May 2014 - Present
PwC July 2013 - April 2014
PwC October 2011 - June 2013
Skills
Accounting, GAAP, Tax, Microsoft Excel, US GAAP
Education
The University of Texas at Austin 2010 — 2011
Master in Professional Accounting, Accounting
Southern Methodist University 2006 — 2010
BBA, Accounting
Independent Consultant 2015 - Present
PwC 2013 - October 2014
HCL AXON 2012 - 2013
PwC 2011 - 2012
KPMG Advisory 2010 - 2011
AEI Svcs LLC June 2010 - October 2010
Kerdock Consulting 2006 - June 2010
Lyondell Chemical 2004 - 2006
Coca Cola North America 2001 - 2004
Dell 2000 - 2001
Skills
Hyperion Planning, Forecasting, EPM, Financial Analysis, Essbase, Financial Reporting, Hyperion HFM, HFM, Finance, Consulting, Oracle E-Business Suite, Process Improvement, Data Warehousing, Integration, Business Process..., Business Process, Management, Consolidation, FDM, Master Data Management, Accounting, Analysis, Shared Services, Sarbanes-Oxley Act, Business Process..., Consolidated Financial..., Running, Process Integration, Process Development, Financial Systems..., Hyperion EPM, DRM, Corporate Performance, Staff Development, Project Management
Education
University of St. Thomas 2003 — 2005
MBA, Management
Southwestern University 1995 — 1999
BA, Accounting, Economics
Stratford Highschool 1991 — 1995
PwC February 2015 - Present
Accenture May 2007 - January 2015
Senco Brands, Inc January 2006 - May 2007
United States Department of Defense October 2002 - December 2005
Skills
Strategy, Business Process..., Business Analysis, Project Management, Management Consulting, Program Management, Managerial Finance, Acquisition Integration, Analytics, Management, Project Planning, Integration, Financial Reporting, Supply Chain, Business Planning, Mergers & Acquisitions, Requirements Analysis, Consulting, Business Case, Analysis, Finance
Education
Georgia Institute of Technology - Scheller College of Business 2012 — 2013
Master of Business Administration (M.B.A.)
Wright State University 2001 — 2006
BA
Southwest University for Nationalities 2005 — 2005
Certificate of Study
PwC May 2014 - Present
PwC June 2012 - August 2012
Skills
PowerPoint
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
PwC April 2015 - Present
Citigroup June 2010 - March 2015
Horizon Blue Cross Blue Shield of New Jersey July 2009 - June 2010
SAIC January 2008 - May 2010
Bristol-Myers Squibb 2004 - December 2007
State of New Jersey August 2000 - August 2004
Sun Microsystems 1998 - 2000
Skills
Identity Management, PKI, Security, SSO, Enterprise Architecture, CISSP, HSPD-12, Data Loss Protection, Endpoint Security
Education
Southern New Hampshire University
MS, CIS
RBC Capital Markets June 2008 - Present
Tejas Securities Group, Inc. February 2005 - June 2008
Alvarez and Marsal June 2000 - July 2003
PwC July 1998 - June 2000
Education
Southern Methodist University
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance
PwC November 2014 - Present
Lane Gorman Trubitt PLLC September 2012 - October 2014
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Forecasting, PeopleSoft, Microsoft Office, Accounting, Financial Reporting, Pivot Tables, Process Improvement, Variance Analysis, Sarbanes-Oxley Act, Financial Accounting, Access, SAP, Cost Accounting, Financial Statements, Business Process..., Account Reconciliation, Auditing, Internal Controls, Accounts Receivable, General Ledger, Accounts Payable, Project Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Accounting
Jeana E Clarke, CPA May 2009 - Present
Bo & Bellini's Uptown Pet Company, LLC D/B/A Posh Pets Uptown March 2014 - March 2015
Matrix Resources November 2012 - June 2013
PwC January 2005 - May 2009
Trammell Crow Company 2000 - 2004
KPMG 1997 - 2000
Carter Mannix & Company 1997 - 1999
Skills
Tax, Auditing, Accounting, SEC filings, CPA, Tax Accounting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Corporate Tax
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Accounting
PwC November 2014 - July 2015
Ross Stores, Inc. May 2013 - November 2014
Papa Johns June 2009 - June 2013
Skills
Inventory Management, Management, Personal Training, Customer Service, Customer Oriented, Customer Engagement, Payroll, Team Building, Team Leadership, Investments, Human Resources, Microsoft Excel, Microsoft Word, Public Speaking, Conflict Management, Stock Market, Scheduling
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master’s Degree, Finance, General
University of South Florida 2010 — 2014
Bachelor's Degree, Accounting
Birchman Baptist Church 2015 - Present
PwC 2006 - 2013
Education
Southwestern Baptist Theological Seminary 2013 — 2016
Master of Divinity (M.Div.), Mission
고려대학교
Bachelor of Arts (B.A.), economics
The Rosewood Corporation February 2014 - Present
PwC October 2013 - February 2014
PwC October 2011 - October 2013
PwC June 2010 - August 2010
Whitley Penn January 2010 - March 2010
Skills
Tax, Tax Research, High Net Worth..., Partnership Taxation, Trust Taxation, Corporate Tax, Foundation Returns, Gift Tax, Fixed Assets, Accounting, GoSystems, US GAAP, Strategic Financial..., Microsoft Excel, OneSource, Lacerte, Financial Planning
Education
Southern Methodist University 2010 — 2011
Master of Science in Accounting, Taxation, Valedictorian
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, English Minor
Prestonwood Christian Academy
Trinity Christian Academy
PwC September 2015 - Present
PwC January 2014 - March 2014
Residence Life and Student Housing August 2011 - July 2013
Residence Life and Student Housing May 2012 - August 2012
Bohannon Card Company July 2006 - June 2010
Skills
Conflict Resolution, Leadership, Crisis Management, Student Leadership, Emergency Management, Time Management, Finance, Financial Analysis, Advertising, Microsoft Office, Teamwork, Social Networking
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Accounting
The Canterbury Episcopal School 2006 — 2010
High School
PwC January 2015 - Present
PwC July 2013 - December 2014
Baker Newman Noyes August 2011 - June 2013
Becker Professional Review September 2011 - April 2012
M.P. Losapio & Co., LLC January 2011 - December 2011
The Copper Lantern January 2000 - December 2011
Avis Goodwin CHC June 2010 - August 2010
Lambers CPA Review December 2009 - May 2010
Internal Revenue Service January 2009 - April 2009
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, CCH ProSystem fx, Tax Preparation, Financial Statements
Education
Southern New Hampshire University 2010 — 2012
M.S. in Accounting, Accounting
Southern New Hampshire University 2008 — 2010
B.S, Business Studies; Accounting
University of New Hampshire (UNH) 2006 — 2008
PwC June 2012 - Present
Ericsson November 2006 - June 2012
First Broadcasting September 2005 - November 2006
Glow Networks May 2005 - September 2005
Skills
Telecommunications, Wireless Networking, Business Valuation, Business Strategy, Corporate Finance, Financial Modeling, Financial Analysis, Building Customer..., Customer Presentations, Microsoft Office, Leadership, Business Process..., Operations Management, Business Analysis, Access, Process Improvement, Management Consulting, Strategy, IP, Analysis, Data Analysis, RF, Project Management, Management
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA
The University of Texas at Arlington 2003 — 2005
M.S.
University of Mumbai 1999 — 2003
B.E
KKR December 2012 - Present
PwC January 2011 - December 2012
NexBank Securities, Inc. January 2009 - December 2010
Highland Capital Management, L.P. June 2008 - November 2010
Conifer Securities June 2007 - June 2008
Fisher Investments August 2004 - June 2007
Skills
Private Equity, Corporate Governance, Valuation, Investor Relations, Hedge Funds, Compliance, Consulting, Mutual Funds, Alternative Assets, Finance, Derivatives, Securities, Trading, Financial Services, Asset Management, Dodd-Frank
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Management
University of California, San Diego
Bachelor of Arts, Political Science; International Relations
Palo Alto High School
PwC July 2015 - Present
GE Capital July 2013 - July 2015
GE Capital June 2011 - July 2013
James Hardie August 2005 - June 2011
Skills
Product Development, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Accounting, Marketing Strategy, Competitive Analysis, Negotiation, Market Analysis, Contract Negotiation, Team Leadership, Excel, New Business Development, Account Management, Team Building, Joint Ventures, Process Improvement, Strategy, Business Development, Pricing, Cross-functional Team..., Management, Analysis, Leadership, Mergers & Acquisitions, Product Management, Analytics, Strategic Planning, P&L Management, Finance, Budgets, Salesforce.com, Strategic Financial..., Valuation
Education
Southern Methodist University - Cox School of Business 2010 — 2011
MBA, Finance - Oil and gas specialization, Strategy
Texas Tech University - Rawls College of Business 2002 — 2005
BA
Universidad Pablo de Olavide 2003 — 2003
International Business
FWCDS 1988 — 2000
BKD CPAs & Advisors February 2015 - Present
Alvarez and Marsal - Transaction Advisory Group June 2007 - February 2015
PwC October 2004 - June 2007
Skills
M&A due diligence, US GAAP, GAAP, Audit, Sell Side, Due Diligence, Accounting, Financial Accounting, Financial Reporting, Divestitures, Financial Analysis, Financial Modeling, Transaction Services, Transaction Processing, Auditing, SEC filings, Private Equity
Education
University of Missouri-Saint Louis 2003 — 2004
Masters of Business Adminstration, Accounting / Finance
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor's of Business Administration, Accounting / Finance / Economics
St. Louis Priory High School 1993 — 1999
PwC October 2013 - Present
Montgomery Coscia Greilich LLP January 2012 - October 2013
KPMG January 2011 - March 2011
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Accounting
Energy Spectrum March 2011 - Present
PwC January 2009 - February 2011
Skills
US GAAP, CPA, Financial Modeling, Financial Statements, Financial Reporting, General Ledger, Financial Accounting, Auditing, Revenue Recognition, GAAP, Internal Controls
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance / Real Estate
Trinity University 2007 — 2008
Master's degree, Accounting
Trinity University 2003 — 2007
Bachelor of Science (BS), Accounting and Economics
Great Plains National Bank October 2014 - Present
Great Plains National Bank September 2013 - September 2014
Coppermark Bank April 2001 - June 2013
PwC August 1996 - April 2001
Skills
CPA, Financial Reporting, Budget Process, Auditing, ALCO, Investments, Banking, Accruals, Account Reconciliation, Variance Analysis, US GAAP, Consolidation, Risk Management, Financial Audits, Tax, General Ledger, Financial Analysis, Financial Statements, Accounts Payable, Cash Management, Fixed Assets, Internal Controls, Financial Accounting, External Audit
Education
Southwestern Oklahoma State University 1991 — 1996
Bachelor of Science, Accounting and Finance
Hess Corporation May 2008 - Present
Waste Management February 2003 - May 2008
PwC January 2001 - January 2003
U.S. Geological Survey (USGS) June 1999 - December 2000
Skills
SAP
Education
University of Houston 2005 — 2008
Master of Business Administration (MBA), Accounting and Finance
Southern University and Agricultural and Mechanical College at Baton Rouge 1996 — 1999
Bachelor's degree, Accounting
PwC August 2015 - Present
PwC January 2014 - March 2014
Richard G. Danner Law August 2011 - December 2013
Warner Bros. Entertainment Group of Companies May 2013 - August 2013
Gordon Biersch Brewing Company June 2011 - August 2011
Flintridge Assistance League June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, HTML, English, Access, Accounting
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Southern Methodist University - Cox School of Business 2014 — 2015
Master’s Degree, Accounting
PwC August 2015 - Present
Cardinal Development Company June 2014 - August 2014
PwC June 2013 - August 2013
Skills
Accounting, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Financial Analysis, Microsoft Excel, Social Media, Financial Reporting, Outlook
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master's Degree, Accounting
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
PwC January 2014 - August 2014
Southern Methodist University August 2012 - December 2013
Advantage Title, Inc. July 2012 - August 2012
Dailey residence August 2010 - July 2011
Pasta House August 2009 - January 2010
IV Deli August 2009 - January 2010
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Masters of Science in Accounting (MSA), Audit
Southern Methodist University - Cox School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Accounting, Senior
Texas Film Commission August 2014 - Present
Texas Film Commission April 2014 - June 2014
Austin-Area Television Production October 2013 - April 2014
Texas Film Commission June 2013 - August 2013
Southern Methodist University August 2011 - May 2013
Marriott International September 2008 - July 2011
PwC August 2006 - September 2008
Skills
Tax Incentives, Production Accounting, Media Production, Film Production, Television Producing, Television Programming, Media Research, Film Criticism, Television Research, Microsoft Excel, Finance, Risk Management, Tax, Microsoft Word, Corporate Tax, Tax Preparation, International Tax, Data Analysis, Video Game Production, Process Improvement, Project Accounting, Accounting
Education
Southern Methodist University 2011 — 2013
Master of Arts (M.A.), Film & Media Arts
The University of Texas at Austin 2001 — 2006
Master's degree, Accounting
Dulles High School
Viking Therapeutics May 2014 - Present
Trius Therapeutics 2009 - May 2014
SGX Pharmaceuticals 2006 - 2009
Momenta Pharmaceuticals 2004 - 2006
Gensym Corporation 2002 - 2004
PwC 1992 - 2001
Skills
Sarbanes-Oxley, Sarbanes-Oxley Act, Biotechnology, Accounting, Finance, SEC filings, Auditing, Financial Reporting, Financial Modeling, Financial Analysis, Budgets, Lifesciences, Managerial Finance, Forecasting, Internal Controls, Process Improvement, IPO, Payroll, US GAAP
Education
Southern New Hampshire University 1987 — 1990
MS, MBA, Accounting, Business
University of New Hampshire 1984 — 1987
BA, Mathematics
GE Power & Water April 2013 - Present
GE Power & Water September 2011 - April 2013
GE Energy February 2010 - September 2011
GE Energy July 2005 - February 2010
Kaiser Permanente IT 2003 - 2005
IBM Global Business Services 2002 - 2003
PwC 1998 - 2002
The Hartford May 1991 - May 1998
Skills
IT Strategy, Leadership, Program Management, Six Sigma, Business Process..., Project Portfolio..., Cross-functional Team..., Business Process, Business Analysis, Change Management, Process Improvement, Vendor Management, Integration, Project Management, ERP, IT Management, Team Leadership, Outsourcing, Business Intelligence
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Masters of Business Administration
Saint John Fisher College 1987 — 1991
Bachelor of Arts (BA)
MO2, Inc. April 2013 - Present
MO2, Inc. September 2000 - Present
United Medicorp, Inc. January 1997 - August 2000
ACS, a Xerox Company January 1996 - December 1997
PwC August 1991 - December 1995
United States Coast Guard 1979 – 1988, Honorable Discharge January 1979 - May 1988
Skills
Corporate & operational..., Strategic planning &..., GAAP accounting &..., Debt & equity private..., Pricing & margins..., Human resources, Customer negotiations, Taxation & reporting, BOD communications, Distribution channels, Cost containment, Cash flow management, Budgets & forecasts, Contracts & procurement, Strategic Planning, Analysis, Budgets, Contractual Agreements, Corporate Law, Managerial Finance, GAAP, Strategy, Mergers & Acquisitions, Financial Analysis, Human Resources, Forecasting, Consolidation, Negotiation, Accounting, Cash Flow, Corporate Finance, Distribution Strategies, Leadership, Cost Accounting, Auditing
Education
Southern Methodist University - Cox School of Business 1989 — 1991
BBA, Accounting
University of the State of New York 1985 — 1988
Associate in Science, GeneraL Studies
Aiken Computer Works July 2008 - March 2011
Lightning Technology Group October 2007 - July 2008
The Computer Works October 2004 - February 2007
PwC August 2000 - October 2004
CGS February 1997 - August 2000
Ernst & Young January 1997 - October 1999
Future Shop May 1996 - December 1996
Softwarehouse June 1991 - March 1996
Education
Southern Oregon University 1993 — 1996
Bachelor's, Political Science
Tudor, Pickering, Holt & Co. May 2015 - Present
PwC August 2013 - May 2015
Office of George W. Bush June 2012 - August 2012
PwC January 2012 - March 2012
Sunwest Bank July 2011 - August 2011
SecureDock, LLC June 2009 - August 2009
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration Emphasis in Accounting
San Clemente High School 2004 — 2008
Alon USA February 2013 - Present
PwC August 2011 - February 2013
Greater Mount Olive Missionary Baptist Church August 2008 - August 2011
Monsanto Company May 2010 - August 2010
Louisiana Department of Natural Resources November 2008 - April 2010
Louisiana Office of Student Financial Assistance August 2008 - October 2008
Skills
Financial Reporting, Customer Service, Accounts Payable, Financial Analysis, Accounting, SAP, Account Reconciliation, Finance, Microsoft Excel, Financial Statements, Internal Controls, Accounts Receivable, Invoicing, Teamwork, Time Management, Financial Accounting, Auditing, QuickBooks, Analysis, Sarbanes-Oxley Act, Financial Modeling, Microsoft Word, Access, GAAP, Sarbanes-Oxley, Variance Analysis, General Ledger, Budgets, Internal Audit, Forecasting, Managerial Finance
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2008 — 2011
Bachelor of Science, Accounting
Southern University and A&M College
Accounting
PwC October 2014 - Present
Summers Compton Wells May 2012 - August 2012
Enterprise Holdings Inc. June 2010 - July 2011
Taylormark LLC June 2009 - June 2010
Education
University of Missouri-Columbia School of Law 2011 — 2014
J.D., Law
Southern Methodist University - Cox School of Business 2006 — 2010
B.B.A. Accounting, Minor in Economics
Court Square Capital Partners March 2014 - Present
PwC January 2013 - February 2014
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Press Ganey Associates April 2014 - Present
Macy's October 2012 - April 2014
Wells Fargo Bank January 2001 - March 2009
IntraComp Group, Inc. 1995 - 2001
PwC 1992 - 1995
Skills
Excel, Word, PowerPoint, Outlook, Cash Operations, People Skills, Organization, Spreadsheets, Microsoft Word, Microsoft Excel, Office Administration, Finance, Time Management
Education
Southwestern Michigan College 2010 — 2012
Associates of Arts, Business
Southwestern Michigan College 2010 — 2012
Associates of Science, Business Administration and Management, General
Dos Rios Partners June 2013 - Present
PwC September 2008 - July 2011
Skills
Accounting, Tax, Private Equity, Financial Modeling, Financial Analysis, Valuation, Bloomberg Terminal, Equities, Capital Markets, Analysis, Business Valuation, Corporate Finance, SEC filings, Mergers & Acquisitions, US GAAP, Due Diligence, Financial Services, GAAP, Finance, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration, Finance & Strategy
The University of Texas at Austin - Red McCombs School of Business 2007 — 2008
Master in Professional Accounting, Taxation
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration, Accounting
The Beck Group January 2014 - Present
Kimberly-Clark August 2012 - January 2014
Balfour Beatty Construction July 2011 - August 2012
PwC March 2009 - July 2011
Haynes and Boone, LLP August 2008 - September 2009
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2009
MSA, Accounting
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC September 2009 - June 2012
Skills
CPA, Auditing, Private Equity, Financial Reporting, Big 4, Accounting, Asset Managment, Assurance, Asset Management, GAAP, US GAAP, External Audit
Education
Southern Methodist University - Cox School of Business 2004 — 2009
BBA, MSA, Accounting
Authentix September 2014 - Present
Symphony Teleca January 2014 - August 2014
PwC October 2012 - November 2013
Verizon Business August 2012 - October 2012
Schlumberger June 2011 - August 2011
Infosys September 2005 - June 2010
Skills
Product Management, Business Analysis, IOT, Financial Modeling, Business Analytics, Digital Asset Management, Strategy, Analytics, Marketing Strategy, SAS, CRM, SQL, Pricing Strategy, Business Process, Cross-functional Team..., Business Strategy, Corporate Finance, Documentum, Product Marketing, Competitive Analysis, Portfolio Management, IT Strategy, Business Process..., Management Consulting, Business Intelligence, Management, Consulting, Web Content Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Full Time MBA, Marketing and Business Analytics
M.S. Ramaiah Institute of Technology, Bangalore
Bachelor of Engineering, Electronics and Communicaton
Padma Seshadri Bala Bhavan Chennai
Mathematics, Physics & Computer Science
Self Employed October 2009 - Present
Prep101 August 2012 - April 2014
Jack Morton Worldwide September 2013 - January 2014
CoreQuest Counseling Group January 2012 - August 2012
Fava Inc. January 2008 - October 2009
Hilliard Management Group January 2008 - November 2008
Venturi & Company LLC October 2007 - December 2007
PwC July 2006 - October 2007
Morgan Stanley Wealth Management June 2001 - May 2005
Skills
Cross-functional Team..., Leadership, Training, Financial Analysis, Accounting, Coaching, Customer Service, Personal Development, Financial Modeling, Team Leadership, Process Improvement, Team Building, Leadership Development, Finance, Microsoft Office, Microsoft Excel, Project Management, Sales, Business Planning
Education
University of Southern California - Marshall School of Business 2005 — 2006
Master's Degree, M.Acc. Financial Accounting
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor's Degree, B.B.A. Finance
PwC July 2015 - Present
PwC July 2012 - June 2015
OptumRx - UnitedHealth Group February 2010 - July 2012
HealthCare Partners October 2008 - February 2010
Thomson West March 2006 - August 2008
Skills
Privacy, HIPAA, Policy Analysis, Training & Development, Risk Assessment, CIPP, Contract Negotiation, Privacy Law, Analysis, Legal Research, Data Privacy, Management, Editing, Policy, Leadership, Corporate Governance, Program Management, Governance, Employee Training
Education
Southwestern University School of Law
J.D.
University of California, Berkeley
B.A., Rhetoric
Bank of America December 2011 - Present
Bank of America July 2007 - December 2011
PDS TECHNICAL SERVICES, INC May 2005 - July 2007
ERNST & YOUNG LLP September 2004 - May 2005
PwC January 2001 - July 2002
KPMG August 1998 - January 2001
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Strategic Financial..., Forecasting
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and accounting
PwC Senior AssociatePwCJune 2013 - June 2013
Oracle Consulting October 2004 - June 2013
Oracle October 2004 - June 2013
Dynegy 2001 - 2003
Petrocosm 1999 - 2001
Exxon Chemical Americas 1988 - 1994
Skills
PeopleSoft, Financials, PeopleCode, Business Process, SQR, Project Management, Process Improvement, Business Analysis, Business Process..., Training Delivery, Problem Analysis, Hands-on Problem Solver, ERP, Oracle E-Business Suite, Analysis, Cross-functional Team..., Requirements Analysis, Management, Requirements Gathering
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1984 — 1988
BS, Accounting
PwC April 2013 - Present
PwC April 2010 - March 2013
PricewaterhouseCoopers January 2009 - April 2010
PricewaterhouseCoopers July 2007 - January 2009
PricewaterhouseCoopers March 2004 - July 2007
PricewaterhouseCoopers January 2000 - March 2004
Northern Trust May 1991 - January 2000
Bank of America January 1990 - May 1991
Chase Manhattan Corporation August 1987 - January 1990
Skills
Marketing Strategy, Strategic Planning, Business Strategy, Strategy, Business Development, New Business Development, Management Consulting, Leadership, Sales Management, Account Management, Change Management, Project Management
Education
The University of Texas at Austin 1983 — 1987
BBA, Marketing
Southern Methodist University - Cox School of Business 1993 — 1994
Graduate Certificate, Marketing
PWC September 2010 - Present
Heidrick & Struggles December 2008 - September 2010
BearingPoint May 1997 - December 2008
Andersen Business Consulting 1997 - 2002
Skills
Business Strategy, Business Transformation, Acquisition Integration, Downstream Oil, Energy, Energy Industry, Enterprise Software, Leadership, Management, Management Consulting, Mergers, Organizational Design, Performance Improvement, Program Management, Restructuring, Strategy, SAP, Supply Chain, Upstream, Talent Management
Education
University of Tulsa 1990 — 1992
MA, Industrial/Organizational Psychology
Southwestern University 1986 — 1990
Confie Seguros March 2012 - Present
Mattel 2006 - 2011
Azteca America 2004 - 2006
Deloitte 2001 - 2004
PwC 1998 - 2001
Skills
Forecasting, International Tax, Tax, Mergers & Acquisitions, Corporate Law, Insurance, Tax Law
Education
Southwestern University School of Law 1995 — 1998
Doctor of Law (J.D.)
University of California, Los Angeles 1989 — 1993
Bachelor of Arts (BA), Economics & Psychology
EY February 2015 - Present
Microsoft May 2011 - February 2015
PwC June 2009 - May 2011
BearingPoint June 2007 - June 2009
Ultimate Living International, Inc. January 2005 - May 2007
Counterpart International March 2002 - May 2007
Dover Police Department November 1997 - June 2001
Skills
Strategy, Management Consulting, Program Management, Business Strategy, Change Management, Business Process..., Project Management, Leadership, Process Improvement, Business Transformation, Cross-functional Team..., Business Development, Performance Improvement, Organizational Design, Strategic Planning, Management, Business Analysis
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Accounting and Finance
University of Delaware
Bachelor of Arts (B.A.)
Exelon July 2015 - Present
PwC July 2014 - July 2015
PricewaterhouseCoopers September 2009 - June 2014
PwC December 2007 - August 2009
Eide Bailly LLP January 2005 - November 2007
Skills
Tax Research, Internal Controls, Tax, Accounting, Corporate Tax, Income Tax, Tax Accounting, International Tax, CPA
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBT, Business Tax
Southwest Minnesota State University 1994 — 1998
BS, Accounting
PwC July 2015 - Present
PwC September 2014 - Present
Denbury Resources May 2013 - August 2014
Denbury Resources October 2011 - May 2013
PwC July 2011 - October 2011
PricewaterhouseCoopers September 2008 - July 2011
Skills
SEC filings, Financial Accounting, GAAP, Sarbanes-Oxley Act, Finance, Accounting, US GAAP, Internal Controls, Due Diligence, Auditing, Financial Analysis, Financial Reporting, Internal Audit
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MSA, Accounting
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Accounting
PwC January 1998 - July 2003
Leggat McCall Properties January 1995 - January 1998
Education
Southern New Hampshire University 1988 — 1992
Bachelor's degree, Business Administration and Management, General
PwC August 2011 - Present
Cobalt Capital Partners June 2008 - July 2011
Deverick & Associates May 2007 - April 2008
Jai Kudo Eyewear and Lenses September 2006 - March 2007
Skills
Real Estate, Due Diligence, Financial Analysis, Excel, Microsoft Office, Customer Relations, Valuation, Word, Accounting, Research, Data Analysis, Real Estate Investment, Negotiation, Customer Service, PowerPoint, DCF, Appraisals, Financial Reporting, Writing, Marketing Strategy, Market Analysis, Financial Modeling, Property Management, Event Planning, Budgeting, Outlook, Budgets, Commercial Real Estate, Sales, Leases, Investments, Disposition, Microsoft Excel, Investment Properties
Education
Texas Woman's University 2015 — 2017
Master of Business Administration (M.B.A.), Marketing and Finance
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Real Estate Finance
JONES McGHEE, PLLC March 2009 - Present
Bryant Miller Olive March 2007 - February 2009
NCR Corporation March 2002 - September 2002
PwC September 1998 - February 2002
Skills
Mergers & Acquisitions, Nonprofits, Contract Negotiation, Real Estate, Non-profits, Mergers, Public Speaking, Government, Finance, Tax, Corporate Law, Asset Management, Accounting
Education
Temple University - James E. Beasley School of Law 2000 — 2001
Master of Laws (LL.M.), Taxation, With Distinction
Temple University - James E. Beasley School of Law 1995 — 1998
J.D., Law
Southern University and Agricultural and Mechanical College at Baton Rouge 1991 — 1995
B.S., Accounting, Magna Cum Laude
Next Health June 2015 - Present
Forge Realty Partners January 2013 - Present
Caddis Partners 2004 - July 2011
Presidio Investments 2001 - 2004
FTI Consulting 2000 - 2001
PwC 1999 - 2000
Skills
Strategic Planning, Start-ups, Business Development, Real Estate, Real Estate Economics, Real Estate Development, Contract Negotiation, Negotiation, Disposition, Real Estate Transactions, Team Building, Investment Properties
Education
Southern Methodist University - Cox School of Business 1997 — 1999
BBA, Marketing and Management
pwc January 2001 - Present
PricewaterhouseCoopers LLP 2001 - Present
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, Financial Accounting, Accounting, External Audit, SEC Filings, Financial Reporting
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1996 — 2000
Bachelor’s Degree, Accounting
St. James High
7-Eleven June 2012 - Present
A. H. Belo April 2010 - July 2012
Raytheon 2008 - September 2010
Centex Corporation September 2001 - December 2008
PwC 2000 - 2001
Skills
Accounting, SEC filings, CPA, Corporate Tax, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Research, US GAAP, Financial Reporting, GAAP, General Ledger, Income Tax, Internal Controls, Auditing, SEC Filings
Education
Southern Methodist University - Cox School of Business
Bachelors of Business Administration, Accounting
Southern Methodist University - Cox School of Business
Masters of Science in Accounting, Accounting
PwC March 2014 - Present
MPC April 2012 - February 2014
Best Buy August 2009 - April 2012
GMAC ResCap 2000 - 2008
Bank of America Mortgage January 1985 - November 2000
Skills
Process Improvement, Project Management, Vendor Management, Program Management, Strategic Planning, Cross-functional Team..., SDLC, Change Management, Business Analysis, Retail, Visio, Management
Education
Southwest Minnesota State University 1983 — 1985
Associate's degree, Business Administation
PwC 2011 - Present
PwC 2008 - 2011
PwC 2006 - 2008
Make-A-Wish Foundation of Greater Los Angeles October 2004 - May 2006
PricewaterhouseCoopers September 2002 - October 2004
Education
Southern Methodist University - Cox School of Business 2001 — 2002
MSA, Accounting
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Accounting
Marist 1993 — 1997
JLT Law Firm, PLLC 2012 - Present
Spigner and Thompson, PLLC 2010 - 2012
Attorney 2003 - 2010
Thompson & Taylor, LLP 2002 - 2003
Deloitte 2001 - 2002
PwC 1999 - 2001
U.S. Department of the Treasury, Internal Revenue Service - District Counsel 1998 - 1999
Skills
Contract Negotiation, Legal Writing, Legal Research, Public Speaking, Civil Litigation, Litigation, Commercial Litigation, Strategic Planning, Microsoft Office, Residential Real Estate..., Commercial Real Estate...
Education
Southern Methodist University Dedman School of Law 1996 — 1999
Juris Doctorate, Law
University of Arkansas at Pine Bluff
Bachelor of Arts (B.A.), Economics
ProQuest March 2005 - January 2009
PwC July 2004 - March 2005
PwC September 2002 - July 2004
Arthur Andersen September 2001 - September 2002
Skills
Financial Reporting, Tax Preparation, Accounting
Education
Southern Methodist University - Cox School of Business 1996 — 2001
Masters in Accounting, Accounting
National Oilwell Varco May 2015 - Present
National Oilwell Varco April 2009 - April 2015
Kraft Foods 2000 - 2006
Caltex 1994 - 1999
PwC 1989 - 1993
Education
Southern Methodist University
The Container Store October 2013 - Present
PwC September 2010 - October 2013
University of Texas at Austin August 2009 - May 2010
PwC June 2008 - August 2008
Skills
US GAAP, SEC filings, Financial Reporting, Assurance, Auditing, Big 4, Accounting, External Audit, Internal Controls, GAAP, Sarbanes-Oxley Act, XBRL
Education
The University of Texas at Austin 2009 — 2010
Master, Professional Accounting
Southwestern University 2004 — 2008
Bachelor of Arts, Accounting
Logan International Inc. 2012 - Present
KBR Inc. 2007 - 2011
KBR, Inc. 2007 - 2007
SPX Cooling Technologies 2005 - 2006
Cooper Industries 2002 - 2005
Cooper Industries 1994 - 2002
Cooper Industries 1990 - 1993
Cooper Industries 1988 - 1989
PwC 1980 - 1988
Skills
Manufacturing Accounting, Construction Accounting, International Operations, International Joint..., Strategy Development..., Financial Planning &..., Financial Reporting, Management Reporting, Acquisition Integration, System Development..., SAP ERP, Hyperion and Hyperion..., Microsoft Office Suite, Internal Audit, Accounting
Education
Southwestern University
BBA, Accounting
Texas City High School
PwC August 2011 - Present
Cargill May 2009 - August 2009
Skills
Financial Reporting
Education
2016 Level III Candidate in the CFA Program 2013 — 2015
University of St. Thomas - Opus College of Business 2010 — 2011
MS, Accountancy
Southwest Minnesota State University 2006 — 2010
B.S., Accounting
PwC September 1976 - June 2014
Skills
Mergers & Acquisitions, Auditing, Accounting, Energy, SEC filings, Leadership, US GAAP, Energy Industry, Internal Controls, Financial Reporting, External Audit, Sarbanes-Oxley Act, Assurance, GAAP, CPA, IFRS, Big 4, Financial Accounting, Internal Audit, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1975 — 1976
MBA, Business
Southern Methodist University - Cox School of Business 1971 — 1975
BBA, Acccounting
PwC June 2013 - August 2013
Deloitte & Touche LLP January 2013 - March 2013
Southern Methodist University January 2011 - November 2012
Prospero Global Limited June 2012 - July 2012
Southern Methodist University August 2010 - December 2011
PwC June 2011 - July 2011
Orient Bank Uganda June 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Social Media, Analysis, Leadership, Management, Sales, Facebook, Accounting
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master's Degree, Accounting, 3.98
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor's Degree, Accounting, Minor in French and Economics, 4.0
Wharton School of Business, University of Pennsylvania 2008 — 2008
Pre-college summer program, Calculus
PwC August 2011 - Present
Leavitt Group Enterprise February 2009 - August 2011
Southern Utah University 2010 - 2010
Skills
Internal Audit, Accounting, GAAP, SEC filings, Auditing, Assurance, CPA, Sarbanes-Oxley Act, Internal Controls
Education
Southern Utah University 2010 — 2011
MAcc, Accounting
Southern Utah University 2006 — 2010
BS, Accounting
PWC January 2012 - Present
Grant Thornton LLP May 2011 - August 2011
Erickson Partners, LLC May 2010 - August 2010
Education
Southern Methodist University - Cox School of Business 2008 — 2012
PwC September 2013 - July 2015
PwC June 2012 - August 2012
Illinois Business Consulting October 2011 - May 2012
Skills
Financial Accounting, Sarbanes-Oxley Act, US GAAP, GAAS, Team Leadership, Leadership, Project Management, Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2013
Bachelor of Science, Accountancy
Southern Oregon University 2008 — 2011
Bachelor of Science, Accounting
Universal American Mortgage Company (UAMC) July 2013 - Present
Universal American Mortgage Company March 2013 - July 2013
Walmart March 2007 - July 2013
PwC December 2012 - February 2013
SNHU September 2009 - May 2011
Skills
Accounting, Finance, JD Edwards, Microsoft Excel, Account Reconciliation, Analysis, Teamwork, Research, Time Management, Financial Analysis, Tax, QuickBooks, Auditing, Microsoft Office, Budgets, Management Accounting, PowerPoint, Microsoft Word, Access
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Accounting and Finance
Southern New Hampshire University 2007 — 2011
Bachelor's Degree, Accounting/Finance
Hunt Oil Company September 2011 - Present
Hunt Oil Company September 2008 - September 2011
PwC January 2006 - September 2008
PwC January 2004 - May 2004
Skills
Auditing, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Analysis, Internal Controls, US GAAP, SAP, Financial Accounting, CPA, Onboarding, Employee Relations
Education
Southern Methodist University - Cox School of Business 2004 — 2005
Master's Degree, Accounting, 3.9
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor's Degree, Accounting, 3.8
Mass Mutual December 2011 - Present
Lincoln Financial Group November 2001 - December 2011
Lincoln Financial Group January 2001 - October 2001
Lincoln Financial Group January 1999 - December 2000
PwC August 1995 - December 1998
Skills
User Acceptance Testing, Sarbanes-Oxley Act, Financial Reporting, SDLC, Fixed Annuities, Requirements Gathering, Business Analysis, Analysis, Testing, Business Requirements, Test Planning, Insurance, Business Process...
Education
London School of Economics and Political Science 1993 — 1994
Master of Science, Human Resource Management
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelor of Business Administration, Accounting
Southern Methodist University August 2011 - Present
PwC 2014 - 2014
HighTower June 2013 - August 2013
The Washington Redskins May 2012 - August 2013
The Newseum June 2010 - August 2010
US Congress June 2009 - August 2009
Skills
Marketing, Social Media Marketing, Event Planning, Social Networking, Social Media, Finance, People Skills, PowerPoint, Golf, Sports, Leadership, Facebook
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Undergraduate, Business
Rockwood Investment Partners August 2013 - December 2013
Federal Deposit Insurance Corporation May 2013 - August 2013
PwC January 2013 - March 2013
Skills
Accounting, Financial Analysis, Auditing, Microsoft Excel, Financial Reporting, Banking, Finance, Financial Modeling, Qualitative Research, Analysis, Financial Accounting, PowerPoint, Account Reconciliation, Quantitative Research, Data Analysis, Outlook, Microsoft Word, Access
Education
Southern Methodist University - Cox School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Citi Private Bank July 2002 - Present
Bank of America Private Bank 1999 - 2002
PwC 1996 - 1999
PwC 1996 - 1999
Security Pacific Bank 1984 - 1994
Skills
Financial Advisory, Banking, Capital Markets, Finance, Investment Management, Alternative Investments, Private Equity, Private Equity Firms, Real Estate Lending, Foreign Exchange, Wealth Management
Education
Southwestern University School of Law 1991 — 1994
Doctor of Law (JD)
USC Marshall School of Business 1986 — 1988
Master of Business Administration (MBA), Finance & Investments