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
Avisar Chartered Accountants January 2012 - Present
PwC September 2008 - January 2012
PwC Consulting February 2005 - April 2008
Ernst & Young March 2003 - May 2003
Skills
IFRS, Controller, Financial Reporting, SOX, Audit, Internal Controls, Consolidation, Spin-offs, Mining, Accounting, Corporate Tax, MD&A, Auditing, Sarbanes-Oxley Act, Financial Audits, Assurance, Corporate Finance, Finance, Financial Statements, SEC filings, GAAP, Valuation, Sarbanes-Oxley, Financial Accounting, External Audit, US GAAP, Due Diligence
Education
CA School of Business 2009 — 2011
CA Student, Accounting
CPA Review School 2003 — 2004
CPA, Accounting
University of San Carlos 1999 — 2003
BS Accountancy, Accounting
Don Bosco Technical Institute - Makati 1991 — 1998
High School, Diploma in Automotive Technology
US Securities and Exchange Commission June 2013 - Present
US Securities and Exchange Commission March 2011 - June 2013
PwC 1998 - 2011
Skills
Internal Audit, US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Accounting, Financial Reporting, Auditing, Assurance, Enterprise Risk..., External Audit, Financial Analysis, Financial Accounting, Finance, GAAP, Sarbanes-Oxley, CPA, SEC Filings, IFRS
Education
University of Richmond
BSBA
PwC September 2015 - Present
Next Step Realty April 2013 - May 2015
PwC June 2014 - August 2014
Konica Minolta Business Solutions U.S.A., Inc. May 2013 - August 2013
Haworth Swim CLub July 2008 - September 2012
Konica Minolta Business Solutions U.S.A., Inc. May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Social Media, Teamwork, Time Management, Public Speaking, Leadership, Customer Service, Event Planning, Financial Analysis
Education
University of Richmond - Robins School of Business 2011 — 2015
Università Commerciale 'Luigi Bocconi' / Bocconi University 2013 — 2013
Northern Valley Regional High School at Demarest
PwC June 2015 - Present
American Express July 2013 - May 2015
TransPerfect August 2012 - June 2013
TransPerfect August 2011 - August 2012
The Corporate Executive Board April 2010 - July 2011
Atlantic Media Company January 2010 - April 2010
Education
University of Richmond - Robins School of Business 2005 — 2009
BS, Marketing, English
PwC September 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Data Analysis, Auditing, Research, CPA, Accounting
Education
University of Richmond 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
NorthStar Asset Management Group Inc. April 2015 - Present
Verisk Analytics March 2015 - March 2015
Verisk Analytics September 2013 - February 2015
Pfizer August 2013 - September 2013
Clim International Inc. May 2013 - August 2013
Bank of China July 2012 - July 2012
Microcad Computer Corporation May 2010 - July 2011
CICC August 2010 - September 2010
PwC July 2008 - August 2008
RSM China CPAs May 2008 - June 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Accounting, Corporate Finance, Microsoft Office, Bloomberg, Equity Research, Economics, Quantitative Analytics, Auditing, Tax, Mandarin, Equity Capital Markets, Banking, Accounts Receivable, Data Analysis, Accounts Payable, Microsoft Excel, Budgets, Account Reconciliation, Management, Finance, Forecasting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Finance, Finance
The University of Western Ontario 2007 — 2011
Bachelor of Management and Organizational Studies Honour, Accounting and Financial Economics, 3.75/4.0
PwC February 2013 - Present
PwC February 2013 - October 2013
Vela Insurance Services, LLC May 2012 - January 2013
Vela Insurance Services, LLC August 2010 - May 2012
Beecken Petty O'Keefe August 2009 - May 2010
KLR June 2006 - August 2007
Skills
HR Consulting, Talent Management, HR Policies, Demand Management, Team Building, ADP Payroll, Lotus Notes, Social Networking, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Onboarding, Staff Management, Staffing Analysis, Employment-based..., Human Resource..., Talent Acquisition, New Hire Orientations, Career Counseling, Career Development..., Career Development, Career Management, Performance Management, Performance Improvement, Management, Financial Reporting, Payroll, Microsoft Office, Human Resources
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science, Accounting
Honeywell July 2014 - Present
Honeywell December 2012 - August 2014
Express Scripts December 2004 - December 2012
Medco December 2004 - April 2012
American Standard July 2003 - December 2004
PwC October 1999 - July 2003
Skills
Internal Controls, Process Improvement, Sarbanes-Oxley Act, Internal Audit, Accounting, Financial Reporting, Auditing, Financial Analysis, Management, Leadership
Education
University of Richmond - Robins School of Business 1995 — 1999
PwC October 2013 - Present
Deloitte Consulting February 2010 - October 2013
Curzon Staffing May 2008 - February 2010
Corporate Executive Board August 2007 - May 2008
Skills
Management Consulting, Federal Consulting, Organizational Design, Organizational..., Business Process..., Technology Adoption, Recruiting, Affordable Care Act, Leadership Alignment, Marketing, Strategic Planning, Strategic Communications, Account Management, Analytics, Organizational Needs..., Consulting, Process Improvement
Education
University of Richmond 2003 — 2007
Bachelor's degree, Leadership Studies and Political Science
EY June 2015 - Present
PwC December 2014 - March 2015
Simon Investment Fund June 2014 - December 2014
Ada Advisors LLC June 2014 - November 2014
Edelweiss Capital May 2012 - January 2013
Edelweiss Capital January 2011 - May 2012
Edelweiss Capital November 2009 - December 2010
Edelweiss Capital May 2009 - November 2009
Skills
Derivatives, Trading, Financial Risk, Structured Products, Risk Management, Valuation, Fixed Income, Equity Research, SQL, C++, Options, Hedge Funds, Portfolio Management, Trading Systems, Swaps, Capital Markets, Financial Services, Hedging, Equities, Market Risk, Investment Management, VBA, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Matlab, Bloomberg
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
PICT Pune 2004 — 2008
BS, Computer Engineering
St Anselms
PwC September 2015 - Present
Fortinet January 2015 - September 2015
Juniper Networks February 2013 - December 2014
Accenture September 2010 - January 2013
Adobe Systems December 2009 - June 2010
Adobe Systems April 2008 - November 2009
Nortel February 1996 - April 2008
Nortel Networks 2002 - 2008
Bay Networks 1996 - 1999
Verizon 1987 - 1995
Skills
Solution Selling, Sales, Leadership, Networking, Negotiation, Management, Enterprise Software, SaaS, Unified Communications, Team Leadership, CRM, Cloud Computing, Data Center, Strategic Partnerships, Professional Services, Managed Services, Telecommunications
Education
University of Richmond
BA, English
PwC July 2013 - Present
University of Richmond August 2009 - May 2013
PwC June 2012 - August 2012
Baker Tilly May 2011 - May 2011
Drinks Americas Holdings October 2007 - August 2010
General Electric June 2008 - August 2008
Skills
Microsoft Excel, Management, Corporate Finance, Internal Controls, Auditing, Editing, PowerPoint, Financial Accounting, Marketing
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science, Accounting
PwC June 2014 - August 2014
Church World Service May 2013 - August 2013
University of Richmond August 2012 - May 2013
HOPE International May 2012 - August 2012
Skills
Financial Accounting, Microsoft Excel, Philosophy of Religion, Communication, Non-profit Volunteering, Value Investing, Project Management, Budgeting, Public Speaking
Education
University of Richmond 2011 — 2015
Bachelor's Degree, Accounting
China Fortune Land Development December 2013 - June 2014
CapitaLand Limited September 2012 - December 2013
CapitaLand Limited May 2010 - September 2012
pwc June 2006 - May 2010
Skills
Auditing, IFRS, Internal Audit, Due Diligence, Enterprise Risk..., Fraud, Financial Audits, External Audit, CPA, Assurance, Big 4, General Ledger, Sarbanes-Oxley, Internal Controls, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Management Accounting, US GAAP, Managerial Finance, Corporate Finance
Education
University of Rochester 2014 — 2015
Master's Degree, Accounting and Business/Management
Peking University 2006 — 2010
Master, Economics, GPA 3.6 / 4.0
Fudan University 1997 — 2001
Bachelor, Biochemistry
Dallas Children's Advocacy Center January 2013 - Present
PricewaterhouseCoopers September 2009 - January 2013
PricewaterhouseCoopers April 2003 - January 2013
PwC 2010 - 2013
PRICEWATERHOUSECOOPERS, LLP April 2003 - September 2009
Walton Arts Center February 2002 - April 2003
PricewaterhouseCoopers September 2000 - February 2002
Skills
Sarbanes-Oxley Act, Internal Controls, SEC Filings, Auditing, Accounting, Financial Analysis
Education
University of Richmond 1996 — 2000
Bachelor of Science; Bachelor of Arts, Accounting; Marketing
University of Richmond - Robins School of Business 1996 — 2000
Accounting
PwC November 2013 - Present
H.C.L, CPA, A Professional Corporation August 2012 - October 2013
Investor Research Center at National Chengchi University September 2009 - June 2010
PwC September 2008 - September 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, Corporate Finance, Financial Reporting, Financial Accounting, PowerPoint, Valuation, Microsoft Office, Finance, Microsoft Word, Auditing, Data Analysis, Economics, IFRS, Analysis, SEC filings, US GAAP, Tax, Financial Statement..., Internal Controls, Financial Audits, CPA, Financial Statements, Business Valuation
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Science (MS), Accounting
NATIONAL CHENGCHI UNIVERSITY 2004 — 2008
Bachelor of Science (BS), Accounting
PwC January 2014 - Present
Rhode Island May 2012 - Present
Ching Tao Chinese Restaurant June 2007 - Present
Ryan Center January 2012 - May 2012
Internal Revenue Service February 2012 - April 2012
Skills
Accounting, Financial Accounting, Tax, Income Tax, Microsoft Excel, Microsoft Word, Tax Returns, PowerPoint, Microsoft Office, QuickBooks, Training, Tax Preparation
Education
University of Rhode Island - College of Business Administration 2012 — 2013
Master of Science (MS), Accounting
University of Rhode Island - College of Business Administration 2009 — 2012
Bachelor of Science (BS), Accounting
PricewaterhouseCoopers July 2015 - Present
PricewaterhouseCoopers August 2014 - July 2015
University of Richmond January 2011 - May 2014
PwC June 2013 - August 2013
Raiffeisen Bank May 2012 - August 2012
University of Richmond January 2012 - May 2012
Skills
Editing, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Research, Customer Service, Windows, Photoshop, Outlook, Teaching, Budgets, HTML, Public Speaking, Strategic Planning
Education
University of Richmond 2010 — 2014
Bachelor of Science (B.S.), Accounting
United World College in Mostar 2008 — 2010
Harbridge Consulting Group, LLC, a BPAS Company June 2004 - Present
PwC May 2000 - May 2004
Skills
Actuarial & Consulting..., Employee Benefits, Actuarial Science, Investments, Actuarial Consulting, Financial Analysis, Retirement Planning, Valuation
Education
University of Rochester 1996 — 2000
B.A. Mathematics, B.A. Statistics
Bubbling Brook Restaurant March 2011 - Present
PwC May 2015 - May 2015
Swish Basketball Camp July 2010 - July 2013
Xaverian Brothers High School and Private Family October 2012 - April 2013
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Richmond 2013 — 2017
Accounting with concentration in Finance
Xaverian Brothers High School 2009 — 2013
High School
PwC August 2015 - Present
University of Richmond Recreation and Wellness October 2012 - May 2015
PwC June 2014 - August 2014
Sweet Tomatoes Restaurant May 2012 - August 2013
KPMG July 2013 - July 2013
PwC June 2013 - June 2013
Veris Consulting, Inc May 2013 - May 2013
Gardiners' Bay Country Club June 2008 - August 2011
Skills
Fluent in Finnish, Good Command of French, Proficient with..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, CPR Certified, Fundraising, Leadership
Education
University of Richmond 2011 — 2015
Bachelor of Arts (B.A.), Accounting
The Finland Society 2012 — 2012
Chatham High School 2007 — 2011
High School
PwC July 2015 - Present
PwC September 2012 - June 2015
Perry Capital May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Finance, Microsoft Office, Internal Controls, Investments, Economics, Financial Accounting, Risk Management, Mathematics, Visio
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, Mathematics
PwC July 2015 - Present
PwC September 2014 - June 2015
PwC July 2012 - August 2014
PwC September 2010 - June 2012
Restivo Monacelli LLP January 2009 - September 2010
Restivo Monacelli LLP May 2006 - December 2008
Skills
Internal Controls, US GAAP, Auditing, GAAP, Financial Reporting, IFRS, External Audit, Big 4, SEC Filings, CPA, Tax
Education
University of Rhode Island - College of Business Administration 2006 — 2007
Master of Science (M.S.), Accounting
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelor of Science (B.S.), Accounting
PwC March 2014 - Present
PwC June 2013 - February 2014
PwC September 2010 - May 2013
Swedish Match 2009 - 2009
Skills
Assurance, Audit, Telecommunications, Spanish, SEC filings, SOX 404, Auditing, CPA
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Accounting, Latin American and Iberian Studies
Pontificia Universidad Católica de Chile 2008 — 2008
Spanish
PwC November 2014 - Present
PwC June 2013 - July 2013
Make-A-Wish Foundation June 2012 - August 2012
Skills
Financial Reporting, Financial Accounting, Tax Accounting, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Auditing, Accounting, Microsoft Word, Bookkeeping, Access
Education
University of Richmond - Robins School of Business 2012 — 2014
Bachelor of Science (BS), Accounting
PricewaterhouseCoopers December 2007 - Present
Warburg Pincus May 2005 - November 2007
Accretive January 2004 - May 2005
PwC August 2001 - December 2003
PwC June 2000 - August 2000
Skills
Alternative Investments, US GAAP
Education
University of Richmond 1997 — 2001
BS, Accounting
University of Richmond - Robins School of Business 1997 — 2001
B.S., Accounting
Bank of America Merrill Lynch June 2015 - Present
Bank of America Merrill Lynch July 2014 - May 2015
PwC July 2013 - August 2013
Bitnetix March 2013 - May 2013
CITIC Securities July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Stata, C Language, Bloomberg Terminal, PowerPoint, Statistics, Event Planning, Financial Modeling
Education
University of Rochester 2010 — 2014
Bachelor of Science (BS), Bachelor of Arts (BA), Mathematics, Economics
St. Johnsbury Academy 2008 — 2010
PwC August 2015 - Present
Boatwright Library January 2013 - May 2015
PwC June 2014 - August 2014
Six Flags May 2012 - August 2012
Skills
Accounting, Financial Accounting, Finance, Corporate Finance, International Finance, Investments, Business, Faith, Integrity, Risk Management, Teamwork, Determination, Balance, Economics, Customer Service
Education
University of Richmond 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
PwC August 2014 - May 2015
The University of Richmond, Robins School of Business August 2010 - May 2015
The University of Richmond August 2010 - May 2015
PwC June 2014 - August 2014
KPMG US June 2012 - June 2012
PwC June 2012 - June 2012
Veris Consulting, Inc May 2012 - May 2012
Deloitte 2012 - 2012
Skills
Leadership, Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Time Management
Education
University of Richmond 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Management
PwC July 2013 - Present
University of Richmond August 2011 - September 2012
PricewaterhouseCoopers May 2012 - August 2012
Hanover County Government September 2011 - December 2011
Tampa Bay Rays June 2011 - August 2011
Skills
Accounting, Auditing, Facebook, Financial Statements, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, PowerPoint
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Accounting
PwC August 2012 - Present
Sodus Bay Junior Sailing Association June 2006 - August 2012
University of Rochester Department of Athletics September 2007 - June 2012
University of Rochester Department of Athletics April 2010 - April 2011
Education
Simon Graduate School of Business, University of Rochester 2011 — 2012
Master of Science, Accountancy
University of Rochester 2007 — 2011
B.A. Economics, B.A. Psychology
PwC Core Assurance AssociatePwCAugust 2015 - Present
University of Richmond August 2012 - Present
PricewaterhouseCoopers June 2014 - August 2014
Dongwan D. Chong CPA May 2013 - July 2013
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork
Education
University of Richmond 2011 — 2015
BS Business Administration, Accounting with Finance Concentration
Campbell Hall High School 2007 — 2011
PwC June 2014 - August 2014
Safeguard Scientifics June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Devon Preparatory 2007 — 2011
High School Diploma
Bupa Global January 2014 - Present
Bupa Sanitas June 2013 - December 2013
KPMG June 2012 - August 2012
KPMG May 2011 - July 2011
PwC July 2010 - August 2010
Skills
Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft PowerPoint, Strategy, Business Development
Education
University of Rochester 2008 — 2013
Bachelor of Arts (B.A.), Financial Economics, Mathematics-Statistics
PwC June 2015 - Present
Camp Sea Gull and Camp Seafarer May 2014 - August 2014
Camp Sea Gull and Camp Seafarer June 2013 - August 2013
Camp Sea Gull and Camp Seafarer 2011 - 2013
Education
University of Rochester 2012 — 2016
Bachelor of Arts (BA), Double Major in Biology and Business
LibertyStone Hardscaping Systems Inc. September 2005 - Present
GlaxoSmithKline September 2003 - July 2005
PwC September 2000 - November 2003
Education
University of Richmond 1996 — 2000
Bachelor of Science (BS), Accounting
Abington Heights High School 1992 — 1996
Performance Food Group 2004 - Present
American Express 2000 - 2004
Maxxim Medical 1998 - 2000
US Foods 1989 - 1997
Fortune Brands 1987 - 1989
PwC 1985 - 1986
Skills
CPA, Financial Analysis, Accounting, Business Process..., Analysis, ERP, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Auditing, Financial Accounting, Variance Analysis, Budgets, Hyperion Enterprise, Finance, Financial Forecasting, Infor PM10 Planning
Education
University of Richmond 1983 — 1985
Master of Business Administration (M.B.A.), Accounting and Finance
University of Richmond 1978 — 1982
Bachelor of Arts (B.A.), Economics
PwC August 2014 - Present
Enterprise Solutions International June 2013 - August 2013
Xerox April 2013 - May 2013
Aon Hewitt January 2010 - December 2012
Hewitt Associates April 2006 - December 2012
Aon Hewitt May 2008 - December 2009
Aon Hewitt April 2006 - April 2008
Skills
SQL, Business Analysis, SDLC, Requirements Analysis, DB2, Requirements Gathering, Mainframe, Regression Testing, Manual Testing, Software Project..., IBM Mainframe, Integration Testing, Testing, PL/SQL, Test Cases, Process Improvement, Team Management, Team Leadership, Communication, Teamwork, Reporting & Analysis, Database Administration, Benefits Administration, Quality Assurance, Analysis, System Testing, Project Management, Test Planning, Management, Access, Systems Analysis, Strategy, Leadership, Business Requirements
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Business Administration (MBA), Competitive and Organisational Strategy, Information Systems, Health Science Management
Uttar Pradesh Technical University 2001 — 2005
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
EY Staff AccountantEYJanuary 2014 - Present
Bank of Ningbo March 2012 - April 2012
PwC July 2011 - August 2011
NINGBO YINYI GROUP CO.LTD December 2010 - February 2011
Bank of China August 2010 - September 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Auditing, Internal Controls, Corporate Finance, Microsoft Excel, Teamwork, Communication, Managerial Finance, Account Reconciliation, Banking, Data Analysis, Leadership, Financial Statements, Financial Risk, General Ledger, Internal Audit, Finance, Sarbanes-Oxley Act
Education
University of Rochester 2012 — 2013
Master's degree, Accounting, 3.84/4, Dean's List for high academic achievement
Zhejiang University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.85/4
PwC July 2015 - Present
PwC July 2012 - Present
PwC September 2010 - June 2012
PwC June 2009 - August 2009
Dan's Detailing June 2003 - August 2008
Education
University of Richmond 2006 — 2010
BSBA, Accounting and Management
University of Richmond - Robins School of Business 2006 — 2010
BS, Accounting and General Management
Montclair Kimberley Academy 2002 — 2006
HS Diploma
The New Home Company April 2013 - Present
Archer Halliday, PS January 2012 - March 2013
PwC August 2009 - November 2011
PACT Financial January 2009 - April 2009
Sempra Energy June 2008 - August 2008
Skills
CPA
Education
University of San Diego 2008 — 2009
Master of Science in Accountancy, Accounting
University of San Diego 2004 — 2009
Bachelor of Accountancy, Accounting
PwC July 2014 - Present
PwC October 2011 - July 2014
PwC June 2010 - July 2010
Skills
CPA, Accounting, Tax, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Microsoft Excel
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Rumson-Fair Haven Regional High School 2003 — 2007
PwC June 2014 - Present
Ernst & Young August 2012 - June 2014
Ernst & Young September 2010 - July 2012
Simon School of Business January 2009 - October 2010
High Tech Rochester September 2009 - December 2009
Deloitte Financial Advisory Services, India August 2009 - September 2009
Ethnus Services June 2007 - June 2009
Fidelity Investments December 2007 - December 2008
Fidelity Investments March 2006 - January 2008
Tata Consultancy Services September 2004 - March 2006
Skills
Business Development, Quantitative Analytics, Strategy, Project Management, VBA, Program Management, Financial Analysis, Strategic Planning, IT Strategy, Finance, Product Lifecycle..., SDLC, Analysis, Competitive Analysis, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2010
MBA, Organization and competitive Strategy and Finance
R. V. College of Engineering, Bangalore 2000 — 2004
B.E, Electronics & Communications
Sardar Patel High School
PricewaterhouseCoopers July 2012 - Present
PricewaterhouseCoopers January 1998 - June 2012
PwC January 1998 - June 2012
PricewaterhouseCoopers Oy June 2007 - May 2010
Skills
Revenue Recognition, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Reporting, IFRS, Accounting, Auditing, Internal Controls, Technology, Aerospace and Defense, Assurance, Sarbanes-Oxley, Financial Accounting, SEC Financial Reporting, SOX 404, Big 4
Education
University of Richmond 1992 — 1996
BSBA, Accounting
PwC July 2015 - Present
PwC August 2014 - July 2015
Babies R Us September 2012 - August 2014
SugarBush, Inc. January 2012 - September 2012
UHY LLP January 2011 - January 2012
SME 1995 - 1997
Eurotronics April 1994 - July 1995
R.C. Steele, Inc. July 1992 - April 1994
Bausch + Lomb February 1989 - January 1991
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Customer Service, Budgets, Forecasting, Partnerships, Marketing Communications, Email Marketing, Marketing Strategy, Direct Marketing, Trade Shows, Event Planning, Financial Analysis, Retail, Sales, Management, Product Development, Strategy
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1991 — 1992
MBA, Marketing, Entrepreneurship
Allegheny College 1984 — 1988
BA, International Studies
PwC July 2015 - Present
Frankel and Salamo, Inc. March 2015 - April 2015
Stoney Hill Partners July 2013 - January 2014
Booz Allen Hamilton June 2011 - August 2011
CLC Foundation June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Access, Microsoft SQL Server, Mathematica, Statistics, SAS, R, Internet, PowerPoint, JMP, Matlab, Actuarial Science, Quantitative Finance
Education
University of Rochester 2008 — 2012
Mathematics-Statistics, Mathematics, Statistics
PwC August 2015 - Present
University of Richmond August 2011 - May 2015
PwC June 2014 - August 2014
Long's Landscaping July 2007 - August 2013
PwC May 2013 - May 2013
O'Grady's Family Restaurant July 2010 - June 2011
Skills
Time Management, Microsoft Word, PowerPoint, Management, Microsoft Excel, Teamwork, Leadership, Customer Service, Social Media Marketing, Advertising, Research, Public Speaking, Social Media, Microsoft Office
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Accounting
Pennridge High School 2007 — 2011
High School Diploma, 4.2 GPA (Ranked 17th out of over 500 students in the class of 2011)
Agecroft Partners August 2014 - Present
EY May 2015 - Present
University of Richmond March 2015 - Present
American Accounting Association August 2015 - August 2015
Deloitte June 2015 - June 2015
PwC May 2015 - May 2015
Children's Museum of Richmond July 2014 - August 2014
University of Richmond May 2014 - July 2014
Skills
Financial Accounting, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Research, Bloomberg, Mergers & Acquisitions, Valuation
Education
University of Richmond - Robins School of Business 2013 — 2017
Bachelor of Science in Business Administration, Accounting and Finance
University of Richmond 2013 — 2017
Bachelor of Arts, Mathematics
Royall & Company June 2015 - Present
PwC July 2013 - May 2015
PricewaterhouseCoopers September 2011 - June 2013
Pembrooke Occupational Health June 2009 - August 2009
Skills
CPA, Accounting, US GAAP, SEC filings, GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, External Audit, Financial Accounting, Financial Reporting, Assurance, Big 4, Corporate Tax, Financial Analysis, Internal Audit, General Ledger, Tax Preparation, Financial Modeling, Corporate Finance, Finance
Education
University of Richmond 2010 — 2011
Master's degree, Accounting
Washington and Lee University 2006 — 2010
Bachelor of Science (B.S.), Accounting
University of Richmond September 2014 - Present
PwC June 2015 - August 2015
EY June 2014 - July 2014
Dixon Hughes Goodman LLP May 2014 - May 2014
EY July 2013 - August 2013
Skills
Financial Accounting, Cost Accounting, Business Statistics, Microeconomics, Macroeconomics, International Trade, Finance, Leadership, Team-oriented, Determined to Succeed, Bahasa Indonesia, English, Bilingual Proficiency, People-oriented, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Music Theory, Piano Playing, Model United Nations, Debate, High Achiever, Academic Achievement, Teamwork
Education
University of Richmond 2012 — 2016
Bachelor of Science Business Administration, Accounting Major, GPA: 3.93
Simon Business School, University of Rochester October 2014 - May 2015
Simon Business School, University of Rochester August 2014 - May 2015
PwC June 2014 - July 2014
University of Rochester August 2011 - December 2013
EY June 2013 - August 2013
Deloitte June 2012 - August 2012
Palmas Athletic Club June 2011 - July 2011
Skills
Spanish, Accounting, Leadership, Teamwork, Microsoft Office, Auditing, Microsoft Excel, PowerPoint, Financial Audits, Internal Controls, Financial Statement..., Financial Analysis, Financial Accounting, Account Reconciliation, Marketing, Teaching, External Audit, Marketing Strategy, Team Leadership, Microsoft PowerPoint, Microsoft Word, Public Speaking
Education
William E. Simon School of Business 2014 — 2015
Master’s Degree, Accounting, Master of Science in Accountancy (MS)
University of Rochester 2010 — 2014
Bachelor's Degree, Business & Spanish Literature and Culture
Colegio San Jose 2004 — 2010
Intermediate & High School Degree
Silicon Valley Bank November 2014 - Present
PwC January 2013 - November 2014
Ludwig Klewer & Co June 2011 - August 2011
University of San Diego June 2010 - July 2010
Skills
Accounting, Auditing, Tax Preparation, Nonprofits, Financial Reporting, GAAP, US GAAP, SEC filings, Assurance, CPA, Sarbanes-Oxley Act, Financial Statements
Education
University of San Diego 2008 — 2012
Bachelor's degree, Accounting
Salpointe Catholic 2004 — 2008
GAAP Dynamics June 2015 - Present
GAAP Seminars January 2012 - Present
PwC October 2008 - January 2012
Education
University of Richmond 2004 — 2008
Bachelor of Science in Business Administration, Accounting
PwC June 2015 - Present
Prudential Financial June 2014 - August 2014
Natural Harvest Gourmet Pickles April 2012 - January 2014
Patriot Pickle June 2011 - August 2011
Children's Specialized Hospital June 2011 - August 2011
Skills
Leadership, Entrepreneurship, Fundraising, Critical Thinking, Microsoft Excel
Education
University of Richmond - Robins School of Business 2012 — 2016
Accounting and Finance, 3.83
PricewaterhouseCoopers LLP October 2013 - Present
PricewaterhouseCoopers LLP September 2009 - September 2013
PwC September 2006 - August 2009
PricewaterhouseCoopers LLP September 2003 - August 2006
PricewaterhouseCoopers LLP September 2000 - August 2003
Skills
Accounting, Auditing, Internal Controls, Finance, Leadership, Assurance, FASB, PCAOB standards, Project Management, Technical Writing, Financial Reporting, Financial Analysis, Management, US GAAP, Sarbanes-Oxley Act, SEC Filings, GAAP, External Audit, Financial Accounting
Education
University of Richmond - Robins School of Business 1997 — 2000
Bachelor's Degree, Accounting and Business/Management
PricewaterhouseCoopers September 2015 - Present
Alumni and Career Services at University of Richmond December 2014 - May 2015
Modlin Center for the Arts at the University of Richmond January 2013 - May 2015
PwC June 2014 - August 2014
W.T.Wong & Company CPA July 2013 - August 2013
Modlin Center for the Arts at the University of Richmond September 2011 - December 2012
SAGE Education (Thailand) Ltd. May 2012 - July 2012
JACK Dining Concepts Ltd. (H.K.) June 2011 - July 2011
Skills
Microsoft Office, Theatre, Event Planning, Public Speaking, Microsoft Excel, Event Management, PowerPoint, Social Media, Microsoft Word
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Anthropology
St. Mark's School 2007 — 2011
High School Diploma
PwC November 2012 - Present
Navistar Defense October 2010 - November 2012
SAIC December 2008 - November 2010
KPMG 2004 - 2005
Vance International 2001 - 2002
Skills
Proposal Writing, Government Contracting, Government Proposals, Program Management, Business Development, DoD, Strategic Planning, FAR, Project Management, Team Leadership, Business Strategy, Government, Government Procurement, Management, Cross-functional Team..., Microsoft Office, Leadership, Technical Writing, RFP, CRM, Budgets
Education
University of Richmond 1996 — 2000
Bachelor's degree, Criminal Justice
Ozonco Solutions Ltd. July 2014 - Present
Trade Hub LLC November 2010 - Present
Jefferies & Company 2011 - September 2013
Newedge 2009 - 2011
Newedge June 2008 - September 2008
PwC June 2006 - September 2006
Skills
Financial Modeling, Investment Banking, Bloomberg, Start-ups
Education
University of Rochester 2005 — 2009
BA, Financial Economics
Oregon Episcopal School 2003 — 2005
HS Diploma
Certent, Inc. (formerly EASi) June 2014 - Present
ISP Advisors LLC April 2013 - June 2014
Bradley Reynolds & Associates, LLC April 2012 - March 2013
PwC March 2002 - March 2012
Watson Wyatt Worldwide 1997 - 2002
Skills
Executive Pay, SEC filings, Incentive Programs, Equities, Mergers & Acquisitions, Financial Reporting, Employee Benefits, Acquisition Integration, Product Management, Financial Services, Management, Deferred Compensation, IPO, International Tax, Tax
Education
University of Richmond 1980 — 1984
Bachelor of Arts (BA), Economics
PwC September 2011 - Present
Skills
CPA, Accounting, US GAAP, Internal Controls, GAAP, Auditing, Assurance, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, External Audit, Financial Statements, Big 4
Education
University of Richmond 2007 — 2011
BSBA, Accounting
PwC July 2013 - Present
Abbott Laboratories August 2011 - July 2013
Abbott Laboratories April 2007 - August 2011
Ogilvy & Mather 2006 - 2007
Cline Davis & Mann April 2004 - June 2006
Johnson & Johnson February 2002 - April 2004
Skills
Promotions, Integrated Marketing, Analytics, Marketing Strategy, Market Research, Customer Insight, Product Launch, Segmentation, Competitive Analysis, Advertising, Digital Marketing, Marketing Communications, Cross-functional Team..., Relationship Marketing, Direct Marketing, Market Analysis, Brand Management, Project Management, Marketing Research, Marketing Management, Product Marketing, Strategy, Digital Strategy, Multi-channel Marketing, Marketing
Education
Northwestern University - Kellogg School of Management
MBA, Managerial Analytics, Marketing Management, Entrepreneurship, Management & Strategy.
University of Richmond - Robins School of Business
BS, Business Administration, Marketing Concentration
Berkeley Preparatory School
PwC July 2014 - Present
PwC October 2012 - June 2014
Dixon Hughes Goodman LLP September 2012 - October 2012
Dixon Hughes Goodman LLP November 2011 - September 2012
Swart, Lalande & Associates, P.C. September 2009 - October 2011
Office of the Comptroller of the Currency May 2008 - January 2009
Skills
Financial Statements, Auditing, Accounting, Tax, Financial Reporting
Education
University of Richmond 2005 — 2009
BSBA, Accounting, Finance, Latin American Studies
PwC July 2013 - Present
PricewaterhouseCoopers January 2011 - June 2013
Skills
Auditing, Internal Controls, Financial Reporting, CPA, US GAAP, Assurance
Education
University of Richmond - Robins School of Business 2006 — 2010
PwC June 2014 - Present
The White House January 2015 - May 2015
Office of Multicultural Affairs September 2013 - January 2014
Congressman Payne May 2013 - June 2013
Montclair Learning Center January 2013 - May 2013
Morgan Stanley June 2012 - August 2012
Skills
Research, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, C++, Java, Keynote, Creative Writing, Business Analysis, Financial Market..., Leadership
Education
University of Richmond 2013 — 2017
Bachelor's Degree
Montclair Kimberley Academy 2009 — 2013
High School
Ask.com January 2015 - Present
Ask.com March 2013 - December 2014
ASCEND -Seattle Chapter November 2012 - April 2013
UniversalGiving November 2012 - February 2013
PwC June 2011 - August 2011
Skills
SPSS, Access, Microsoft Excel, PowerPoint, Crystal Ball, Bloomberg, Financial Analysis, Financial Reporting, Financial Modeling, Pricing, Business Valuation, Sensitivity Analysis, Database Marketing, Corporate Finance, Marketing Strategy, Direct Marketing, Google Analytics, Google Adwords, Cross-functional Team..., Marketing
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
National Cheng Chi University 2003 — 2007
Bachelor of Arts (B.A.), Real Estate
Charles River Associates 2013 - Present
BNY Mellon 2008 - 2011
BNY Mellon 2006 - 2008
PwC 2003 - 2006
Education
University of Richmond
Bachelor of Science (BS), Accounting
PwC June 2013 - August 2013
Aetna May 2012 - August 2012
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Masters of Science, Accounting
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics
PwC November 2012 - Present
PwC June 2011 - August 2011
Skills
Accounting, Tax
Education
University of Richmond 2008 — 2012
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Prudential Financial November 2013 - Present
PwC July 2012 - October 2013
PwC December 2010 - June 2012
Swart, Lalande & Associates, P.C. September 2009 - September 2010
Skills
Accounting, GAAP, Auditing, US GAAP, Financial Reporting, Financial Analysis
Education
2015 Level II Candidate in the CFA Program
University of Richmond - Robins School of Business 2005 — 2009
BSBA, Accounting
Fannie Mae August 2013 - Present
Fannie Mae September 2012 - August 2013
Fannie Mae August 2011 - September 2012
Fannie Mae April 2009 - August 2011
Navigant Consulting July 2007 - April 2009
The Mills Corporation January 2006 - May 2007
Freddie Mac July 2001 - January 2006
PwC August 1998 - July 2001
Skills
SEC filings, Financial Reporting, Financial Analysis
Education
University of Richmond 1994 — 1998
BS, Accounting
University of Richmond - Robins School of Business 1994 — 1998
BS, Accounting
Goodrich Landing Gear June 2008 - February 2009
General Electric May 2007 - June 2008
AutoNation 2004 - 2007
Seimens 2003 - 2004
EDS 2000 - 2002
PwC 1998 - 2000
Ernst & Young 1996 - 1998
Texas Instruments January 1989 - February 1997
Booz Allen Hamilton January 1987 - January 1989
Education
University of Rochester 1974 — 1978
BA, Statistics minor in Economics and History
PwC July 2013 - Present
PwC August 2009 - July 2013
PwC June 2008 - August 2009
PwC April 2006 - June 2008
PwC August 2002 - April 2006
Skills
Management Consulting, Mergers & Acquisitions, Due Diligence, Acquisition Integration, Strategy, Business Strategy, Strategic Planning, Strategic Communications, Change Management, Program Management, Internal Controls, Sarbanes-Oxley Act, Business Process..., IT Audit, Management
Education
William E. Simon School of Business 2001 — 2002
Master of Business Administration (MBA)
University of Rochester 1997 — 2001
Bachelor of Arts (BA), Economics
Blue Moon Software September 2012 - Present
The University of Texas at Austin January 2013 - Present
Stanford University February 2013 - Present
UC Berkeley February 2013 - Present
The University of Texas at Austin June 2001 - June 2012
The University of Texas at Austin 1994 - 2001
Blue Moon Software, Inc. 1991 - 1995
American Realty Forms 1986 - 1991
Office of Management and Budget 1981 - 1986
PwC 1978 - 1981
Skills
Business Development, Competitive Strategies, Web Development, Energy Markets, Higher Education, Start-ups, Social Media, Entrepreneurship, Energy, Marketing Strategy, Nonprofits, Strategy, Analysis, Product Marketing, Program Management, Digital Media, Strategic Planning, Leadership, Research
Education
University ot Connecticut School of Law
Doctor of Law (JD), Tax, International Tax, Business Law, Philosophy
University of Rochester
BA, Political Science and Economics
Brightstar April 2013 - Present
PwC October 2010 - April 2013
BDO Seidman, LLP December 2006 - September 2010
PricewaterhouseCoopers, Philippines 2003 - 2006
Skills
IT and/or business..., SAP, Windows Server 2003, Utilities, Healthcare Industry, Cruise Line Industry, Software Industry, Shared Service Center..., Internal Controls, Sarbanes-Oxley Act, IT Audit, Business Process
Education
University of Saint La Salle 1998 — 2002
BSA, Accountancy
University of St. La Salle 1998 — 2002
Accounting
BNY Mellon September 2012 - Present
PwC January 2011 - August 2012
AIG June 2008 - December 2010
The First National Bank of Long Island June 2006 - December 2007
Skills
Auditing, Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, GAAP, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, SEC filings, Risk Management, Valuation, Analysis, Corporate Finance, Finance, US GAAP, Access, Account Reconciliation, Tax, Strategic Financial..., General Ledger, Variance Analysis, Financial Statements, Financial Audits, Financial Statement..., Cash Flow, Due Diligence
Education
University of Rochester - Simon Business School 2007 — 2008
University of Rochester 2003 — 2007
BS, Math
Alston & Bird LLP July 2014 - Present
Proskauer Rose LLP March 2012 - June 2013
White & Case LLP November 2007 - March 2012
Depository Trust & Clearing Corporation January 2005 - March 2007
IBM November 2003 - November 2004
IBM October 2002 - November 2003
PwC January 1999 - October 2002
PwC September 1995 - January 1999
PwC September 1993 - September 1995
PwC January 1991 - September 1993
Skills
Strategic Communications, Reputation Management, Crisis Communications, Media Relations, Brand Management, Legal Marketing, Change Management, Internal Communications, Corporate Communications, Public Relations, Press Releases, Marketing Communications, Leadership, Communications Planning, Publicity, Strategy
Education
University of Richmond
Bachelor's degree, English and Journalism
PwC July 2010 - Present
PricewaterhouseCoopers 2010 - Present
Education
University of Rhode Island - College of Business Administration 2005 — 2007
IMS Health April 2013 - Present
PwC 2010 - 2013
KPMG US 2008 - 2010
Skills
Financial Analysis, Business Strategy, Due Diligence, Financial Modeling, Management Consulting, Analysis, Financial Reporting, Strategic Planning, Business Process..., Corporate Finance, Cross-functional Team..., Business Analysis, Strategy, Analytics, Consulting, Process Improvement, Competitive Analysis, Data Analysis, Business Intelligence, Business Process, Forecasting, Risk Management, Sarbanes-Oxley Act, Leadership
Education
University of Rochester 2004 — 2008
B.A., Health & Society with Honors
Riverdale Country School 2000 — 2004
Dillon Development Partners, LLC August 2001 - Present
Bethesda Soccer Club September 2007 - Present
Jack Kent Cooke Foundation May 1999 - Present
Adventure Park USA, LLC & AP Land, LLC 2004 - Present
MCM General Contractors Inc 2009 - 2011
Aunt Hattie's Place 2008 - 2009
Leadership Montgomery 2003 - 2009
Upcounty Citizens Advisory Board 2004 - 2006
Washington Redskins/Jack Kent Cooke Incorporated March 1990 - July 2001
PwC August 1986 - March 1990
Skills
Project Management, Project Finance, Financial Modeling, Real Estate, Due Diligence, Real Estate Development, Management, Business Strategy, Accounting, Mergers & Acquisitions, Analysis, Budgets, Finance, Project Planning, Process Improvement, Contract Negotiation, Negotiation
Education
Leadership Montgomery Classmate
University of Richmond - Robins School of Business 1982 — 1986
BSBA, Accounting
Thomas S. Wootton HS
SEI Investments March 2003 - Present
SEI 2003 - Present
Wells Fargo 1987 - 2003
PwC 1984 - 1987
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Allocation, Global Asset Allocation, Enterprise Risk..., Interest Rate..., Corporate Finance, liability driven...
Education
University of Richmond - Robins School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Germantown Academy 1978 — 1980
McKesson Medical-Surgical June 2014 - Present
McGladrey January 2014 - Present
McGladrey November 2010 - December 2013
Hantzmon Wiebel, LLP August 2009 - November 2010
Dixon Hughes Goodman LLP 2007 - 2009
PwC 2004 - 2006
Watkins Meegan LLC 2002 - 2004
Skills
Auditing, GAAP, Assurance, CPA, Financial Analysis
Education
University of Richmond 1994 — 1998
B.S.B.A, Accounting
Brand Networks 2011 - Present
StreetWise Partners 2010 - January 2013
PricewaterhouseCoopers 2005 - 2011
PwC 2008 - 2010
Skills
Management Consulting, Strategy, Financial Modeling, Project Management, IT Strategy, Business Process..., Data Analysis, Program Management, Financial Services, Software Development, Marketing Strategy, Product Management, Business Analysis, Analytics, Social Media, Business Intelligence, Digital Marketing, Social Media Marketing, Management
Education
University of Rochester 2001 — 2005
BS, Computer Science
John Jay HS
GT Advanced Technologies April 2013 - Present
GT Advanced Technologies November 2010 - April 2013
PricewaterhouseCoopers September 2009 - November 2010
PwC June 2003 - November 2010
Skills
US GAAP, GAAP, Financial Reporting, Auditing, Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, SEC Filings, Variance Analysis
Education
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science (B.S.), Accounting
AposTherapy August 2014 - Present
PwC September 2011 - August 2014
Goldman Sachs March 2006 - June 2011
PwC January 2004 - March 2006
Strong Memorial Hospital June 2002 - January 2004
University of Rochester Medical Center September 1998 - June 2002
Skills
Finance, Valuation, Financial Modeling, Internal Controls, Research, Private Equity, Mergers & Acquisitions, Hedge Funds, Investment Banking, Mergers, Equities, Financial Analysis, Strategy
Education
University of Rochester School of Medicine and Dentistry 1997 — 2000
Master of Science (MS)
University of Rochester - William E. Simon Graduate School of Business Administration
DigitalGlobe 2009 - 2013
Managed Objects 2005 - 2009
OPNET Technologies, Inc. 2000 - 2004
BDM International, Inc. 1997 - 1999
LCC International, Inc. 1995 - 1997
Freddie Mac 1992 - 1995
Potomac Electric Power Company 1982 - 1992
PwC 1979 - 1982
Education
University of Richmond - Robins School of Business 1975 — 1979
Bachelor of Science in Business Administration
YAI January 2011 - Present
Wei, Wei & Co., LLP July 2002 - December 2010
PwC August 1999 - February 2002
Education
University of Rochester - Simon Business School 1994 — 1996
MBA, Accounting and Finance, Organization Theory
PwC July 2014 - Present
PricewaterhouseCoopers August 2011 - July 2014
PACT Financial January 2011 - May 2011
PricewaterhouseCoopers June 2010 - August 2010
Montage Hotels & Resorts May 2008 - September 2008
Chaparosa Grill May 2006 - August 2006
Skills
Tax, Tax Preparation, Assurance, US GAAP, Internal Controls, Financial Accounting, SEC filings, CPA, Sarbanes-Oxley Act, External Audit, Financial Statements, Corporate Tax, Internal Audit, Tax Returns, Financial Modeling
Education
University of San Diego 2007 — 2011
Bachelor, Accounting, International Business
University of Virginia 2009 — 2009
Semester at Sea study abroad program
Dana Hills High School 2003 — 2007
PwC April 2008 - Present
Gordon Brothers Group October 2005 - March 2008
Skills
Financial Modeling, Business Valuation, DCF Valuation, Financial Analysis, Intellectual Property..., Valuation, Mergers & Acquisitions, Corporate Finance, M&A experience, Due Diligence, Bloomberg, Private Equity, Acquisition Integration, Financial Reporting, Internal Controls, Auditing, US GAAP, Accounting, Management, Sarbanes-Oxley Act, Finance
Education
University of Rochester 1999 — 2003
BA, Economics
The Pinkerton Foundation September 2011 - Present
PwC June 2005 - April 2007
PwC September 1995 - June 2005
Skills
Financial Statements, Program Development, Budgets, Tax, Philanthropy, Investments, SEC filings, Forecasting, Human Resources, Microsoft Excel
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1993 — 1995
MBA, Finance and Accounting
Union College 1988 — 1992
BS, Applied Mathematics
PwC July 2015 - Present
PwC July 2013 - Present
PwC September 2012 - June 2013
University of Richmond February 2009 - May 2012
PwC June 2011 - August 2011
Matson, Driscoll & Damico LLP May 2009 - August 2009
Skills
Financial Reporting, Accounting, Auditing
Education
University of Richmond - Robins School of Business 2008 — 2012
EquiLend January 2015 - Present
PwC September 2011 - January 2015
IBM May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Zenbu Media May 2008 - July 2008
Education
University of Rhode Island - College of Business Administration 2007 — 2011
BS, Accounting
PwC July 2013 - Present
PwC July 2010 - July 2013
Skills
Corporate Tax, Tax Accounting, International Tax, Income Tax, Microsoft Excel, Corporate Tax Planning
Education
University of Richmond - Robins School of Business 2009 — 2010
Master of Accountancy, Taxation
University of Richmond 2005 — 2009
Bachelor of Science, Business Administration, Accounting
PwC October 2013 - Present
Bloomberg LP June 2012 - October 2013
Cantor Fitzgerald June 2010 - July 2010
Skills
Equities, Financial Analysis
Education
University of Richmond - Robins School of Business 2008 — 2012
Boxwood Partners July 2013 - Present
PwC October 2009 - June 2013
Skills
Financial Modeling, Valuation, Hedge Funds, Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Investments, Auditing, Due Diligence, CPA, Private Equity, Mergers, Capital Markets, Investment Banking, Equities, Asset Managment, Strategic Financial..., Bloomberg, Alternative Investments, Mergers & Acquisitions, Business Valuation, SEC filings, Venture Capital
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Richmond 2008 — 2009
MS, Accounting
University of Richmond 2004 — 2008
Robins School of Business (B.S.B.A), Accounting and Finance
Chaminade High School 2000 — 2004
PwC July 2012 - Present
PwC October 2012 - February 2013
PwC August 2008 - June 2012
PwC July 2006 - July 2008
Bank of America May 2005 - August 2005
Merrill Lynch September 2004 - April 2005
Skills
Transfer Pricing, International Tax, Financial Reporting, Financial Analysis, Business Valuation, Valuation, Management Consulting, Business Transformation, Finance Transformation, Economics, Financial Modeling, Econometrics, Business Advisory, Tax Advisory, Tax, Corporate Tax, Accounting, Due Diligence, Financial Accounting, Corporate Finance, Income Tax, Tax Accounting, Real Estate, Big 4, Restructuring, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, Mergers & Acquisitions, Private Equity
Education
University of Rochester 2002 — 2006
BA, Math and Economics
Home in Narragansett August 2010 - Present
Price Waterhouse Coopers June 2010 - August 2010
PwC 2010 - 2010
US Navy September 1991 - September 1995
Education
University of Rhode Island - College of Business Administration 2007 — 2011
BS, Accounting/Finance
PwC July 2013 - Present
Skills
Internal Controls, Financial Reporting, US GAAP, Financial Analysis, Sarbanes-Oxley Act, Accounting, Auditing, SEC Filings, GAAP, External Audit, Compliance, Risk Management, Insurance, Retail Banking, Commercial Banking
Education
University of Richmond
BSBA, Accounting & Finance
The Gladstone Companies July 2014 - Present
The Gladstone Companies June 2012 - June 2014
The Gladstone Companies January 2011 - June 2012
PricewaterhouseCoopers September 2009 - January 2011
PwC September 2006 - September 2009
Skills
CPA, Member of AICPA, SEC filings, US GAAP, Accounting, Financial Analysis, GAAP, Internal Controls, Financial Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Finance, Financial Modeling, Due Diligence, External Audit, Analysis, Assurance, General Ledger, Microsoft Excel, Valuation, Financial Statements, Account Reconciliation
Education
University of Richmond - Robins School of Business
RBS Greenwich Capital January 2010 - Present
PwC September 2002 - December 2009
Skills
Corporate Finance, Financial Modeling
Education
GARP (Global Association of Risk Professionals) 2009 — 2010
Designated FRM
CFA Institute 2005 — 2009
CFA charterholder
University of Richmond - Robins School of Business 1996 — 2000
BBA, Business
Markel Corporation February 2015 - Present
PwC October 2011 - January 2015
Wells, Coleman & Co., LLP June 2010 - December 2010
Skills
Auditing, Financial Accounting, Financial Reporting
Education
University of Richmond - Robins School of Business 2008 — 2011
The Coca-Cola Company November 2014 - Present
ConnectWise August 2014 - November 2014
PwC June 2014 - August 2014
Advantage Sales & Marketing May 2013 - August 2013
John Hancock Financial Services December 2010 - December 2011
Skills
Social Media, Research, Team Leadership, Public Speaking, Event Planning, Marketing, Time Management, Social Media Marketing, Public Relations, Customer Service, Sales, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Leadership, Social Networking, Teamwork, Accounting, Event Management, Advertising, Strategic Planning, Facebook, Nonprofits, Marketing Communications, Marketing Strategy, Finance, Blogging, Account Management, Presentations, Microsoft PowerPoint
Education
University of Rochester - Simon Business School 2013 — 2014
Master of Science (MS), Accounting, Merit scholarship recipient
University of South Florida 2010 — 2013
Bachelor's degree, Marketing, Accounting
Capital One June 2015 - Present
Markel Corporation March 2010 - June 2015
Markel April 2006 - March 2010
PwC September 2003 - March 2006
PwC September 2003 - March 2006
Skills
Accounting, Analysis, Financial Reporting, Forecasting
Education
University of Richmond 1999 — 2003
BSBA, Accounting
The E. Claiborne Robins School of BusinessUniversity of Richmond
Bachelor of Science, Business Administration
SunTrust Robinson Humphrey June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
Shore Morgan Young Wealth Strategies May 2013 - August 2013
PwC June 2013 - June 2013
G&J Pepsi Cola Bottling Company May 2011 - August 2012
Education
University of Richmond 2011 — 2015
Bachelor’s Degree
New Albany High School 2008 — 2011
PwC September 2002 - Present
Skills
CPA, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, External Audit, Assurance, Accounting, Financial Reporting, Financial Accounting, Revenue Recognition, Corporate Tax
Education
University of Richmond 1998 — 2002
Bachelor of Science (BS), Accounting
Capital One September 2014 - Present
Media General July 2011 - September 2014
Media General January 2007 - July 2011
Media General September 2004 - January 2007
PwC August 1999 - September 2004
Skills
Financial Reporting, Accounting, SOX 404, PeopleSoft, Auditing
Education
University of Richmond - Robins School of Business 1995 — 1999