SMART Business Advisory and Consulting
Industry: Company
DescriptionSMART Business Advisory and Consulting, LLC was a consulting company that served clients throughout the U.S. and globally. SMART was headquartered in Devon, Pennsylvania with locations in the metropolitan areas of Atlanta, Chicago, New York City, Philadelphia, and internationally in London. Headquarters: Devon, Pennsylvania, PA Founded: 1988 Number of employees: 500 Number of locations: 14 Type of business: Consulting
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SMART Business Advisory and Consulting Employees
Employee
Years
Job
Industry
Cody Villella Cody Villella's SMART Business Advisory and Consulting Experience October 2007 - September 2008
Job Senior Manager International Tax
Industry Legal Services
Experience
EY April 2014 - Present
McGladrey March 2010 - March 2014
Corporate Executive Board February 2012 - October 2013
WTAS September 2008 - March 2010
SMART Business Advisory and Consulting October 2007 - September 2008
Northrop Grumman June 2001 - June 2007
Skills
Tax, Spreadsheet Design, Technical Writing, International Tax, Financial Analysis, Financial Modeling, Corporate Tax, Financial Accounting, Tax Research, Program Management, Finance, Accounting, Due Diligence, Spreadsheets, Tax Advisory
Education
The University of Alabama School of Law 2008 — 2010
LLM, Tax
George Mason University School of Law 2003 — 2007
JD, Tax
University of Virginia 1998 — 2002
BA, Economics
Universitat de València 2000 — 2000
Spanish Language and Literature
Thomas Jefferson High School for Science and Technology 1994 — 1998
Diploma
EY April 2014 - Present
McGladrey March 2010 - March 2014
Corporate Executive Board February 2012 - October 2013
WTAS September 2008 - March 2010
SMART Business Advisory and Consulting October 2007 - September 2008
Northrop Grumman June 2001 - June 2007
Skills
Tax, Spreadsheet Design, Technical Writing, International Tax, Financial Analysis, Financial Modeling, Corporate Tax, Financial Accounting, Tax Research, Program Management, Finance, Accounting, Due Diligence, Spreadsheets, Tax Advisory
Education
The University of Alabama School of Law 2008 — 2010
LLM, Tax
George Mason University School of Law 2003 — 2007
JD, Tax
University of Virginia 1998 — 2002
BA, Economics
Universitat de València 2000 — 2000
Spanish Language and Literature
Thomas Jefferson High School for Science and Technology 1994 — 1998
Diploma
Amy Yiqiong Wang, CPA Amy Yiqiong Wang, CPA's SMART Business Advisory and Consulting Experience June 2009 - August 2009
Job Senior Technical Manager AICPA Tax Advocacy
Industry Accounting
Experience
American Institute of CPAs June 2013 - Present
Deloitte October 2010 - June 2013
SMART Business Advisory and Consulting June 2009 - August 2009
ING DIRECT June 2008 - August 2008
ING DIRECT June 2007 - August 2007
Skills
Corporate Tax, Financial Reporting, CPA, Tax, Finance, Tax Research, International Tax, Tax Accounting, Sarbanes-Oxley Act, Income Tax, US GAAP, Internal Controls, Tax Advisory, GAAP, Big 4, Auditing, Accounting, Tax Returns, State Tax
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.)
American Institute of CPAs June 2013 - Present
Deloitte October 2010 - June 2013
SMART Business Advisory and Consulting June 2009 - August 2009
ING DIRECT June 2008 - August 2008
ING DIRECT June 2007 - August 2007
Skills
Corporate Tax, Financial Reporting, CPA, Tax, Finance, Tax Research, International Tax, Tax Accounting, Sarbanes-Oxley Act, Income Tax, US GAAP, Internal Controls, Tax Advisory, GAAP, Big 4, Auditing, Accounting, Tax Returns, State Tax
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.)
Kevin Grenning, CPA Kevin Grenning, CPA's SMART Business Advisory and Consulting Experience May 2008 - August 2008
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2014 - Present
Michael J. Liccar & Co. CPA August 2014 - December 2014
EY December 2013 - July 2014
CBIZ MHM, LLC August 2011 - December 2013
CBIZ MHM, LLC December 2008 - August 2011
SMART Business Advisory and Consulting May 2008 - August 2008
CBIZ MHM, LLC January 2008 - April 2008
Skills
Tax Preparation, Partnership Taxation, Tax Accounting, Tax Research, ProSystem fx Tax, Tax Returns, S Corporations, GoSystems, High Net Worth..., Tax Advisory, Tax Audit Representation, Individuals Taxation, Trust Taxation, Income Tax, Tax, Private Equity, Hedge Funds, Asset Management, Mutual Funds, CPA, Financial Reporting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
Master of Science (MS), Taxation, 3.0
DePaul University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting, 3.6
CBIZ MHM, LLC December 2014 - Present
Michael J. Liccar & Co. CPA August 2014 - December 2014
EY December 2013 - July 2014
CBIZ MHM, LLC August 2011 - December 2013
CBIZ MHM, LLC December 2008 - August 2011
SMART Business Advisory and Consulting May 2008 - August 2008
CBIZ MHM, LLC January 2008 - April 2008
Skills
Tax Preparation, Partnership Taxation, Tax Accounting, Tax Research, ProSystem fx Tax, Tax Returns, S Corporations, GoSystems, High Net Worth..., Tax Advisory, Tax Audit Representation, Individuals Taxation, Trust Taxation, Income Tax, Tax, Private Equity, Hedge Funds, Asset Management, Mutual Funds, CPA, Financial Reporting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
Master of Science (MS), Taxation, 3.0
DePaul University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting, 3.6
Jennifer Nicolas Jennifer Nicolas's SMART Business Advisory and Consulting Experience August 2006 - March 2007
Job Managing Director at Nicolas Accounting Group, LLC
Industry Accounting
Experience
Nicolas Accounting Group, LLC October 2011 - Present
AABA, Inc January 1999 - September 2011
Magellan Search Group August 2010 - May 2011
Cetrulo & Morgan Group, LLC March 2007 - December 2009
SMART Business Advisory and Consulting August 2006 - March 2007
Siegfried Group LLC 2004 - 2006
Skills
Accounting, Tax, Account Reconciliation, Payroll, Accounts Payable, Financial Statements, Accounts Receivable, Bank Reconciliation, Journal Entries, Bookkeeping, Tax Returns, Nonprofits, Financial Reporting, Office Management, Financial Analysis
Education
Drexel University - LeBow College of Business 1993 — 1999
BS, Accounting
Nicolas Accounting Group, LLC October 2011 - Present
AABA, Inc January 1999 - September 2011
Magellan Search Group August 2010 - May 2011
Cetrulo & Morgan Group, LLC March 2007 - December 2009
SMART Business Advisory and Consulting August 2006 - March 2007
Siegfried Group LLC 2004 - 2006
Skills
Accounting, Tax, Account Reconciliation, Payroll, Accounts Payable, Financial Statements, Accounts Receivable, Bank Reconciliation, Journal Entries, Bookkeeping, Tax Returns, Nonprofits, Financial Reporting, Office Management, Financial Analysis
Education
Drexel University - LeBow College of Business 1993 — 1999
BS, Accounting
Danny Aylmer Danny Aylmer's SMART Business Advisory and Consulting Experience September 2005 - May 2009
Job Manager at Grant Thornton LLP
Industry Information Technology and Services
Experience
Grant Thornton LLP January 2015 - Present
Dan Aylmer, LLC September 2014 - January 2015
Johnson & Johnson October 2012 - April 2014
Johnson & Johnson August 2011 - November 2012
Johnson & Johnson September 2009 - August 2011
SMART Business Advisory and Consulting September 2005 - May 2009
KPMG January 2004 - September 2005
Arthur Andersen, LLP January 1996 - June 2002
Skills
Risk Management, IT Audit, Software Documentation, CRM, Information Security, Internal Audit, Auditing, PMO, Information Technology, Sarbanes-Oxley Act, Business Process..., Process Improvement
Education
Saint Joseph's University 1996 — 2003
Bachelor of Science, Management Information Systems
Saint Joseph's University
Bachelor's degree, Management Information Systems, General
Grant Thornton LLP January 2015 - Present
Dan Aylmer, LLC September 2014 - January 2015
Johnson & Johnson October 2012 - April 2014
Johnson & Johnson August 2011 - November 2012
Johnson & Johnson September 2009 - August 2011
SMART Business Advisory and Consulting September 2005 - May 2009
KPMG January 2004 - September 2005
Arthur Andersen, LLP January 1996 - June 2002
Skills
Risk Management, IT Audit, Software Documentation, CRM, Information Security, Internal Audit, Auditing, PMO, Information Technology, Sarbanes-Oxley Act, Business Process..., Process Improvement
Education
Saint Joseph's University 1996 — 2003
Bachelor of Science, Management Information Systems
Saint Joseph's University
Bachelor's degree, Management Information Systems, General
Brian Marks Brian Marks's SMART Business Advisory and Consulting Experience March 2006 - June 2008
Job Digital and Social Media Marketing | Content Strategy | Social Measurement | Web Communications | Writing and Editing
Industry Marketing and Advertising
Experience
Aramark December 2014 - Present
Aramark November 2011 - December 2014
Aramark July 2008 - November 2011
SMART Business Advisory and Consulting March 2006 - June 2008
Temple University September 2003 - March 2006
The Review Newspaper May 2002 - May 2004
Philadelphia Flyers March 2001 - July 2003
Skills
Social Media, Web Development, Strategic Communications, Facebook, Content Management, Copywriting, YouTube, Editing, Social Media Marketing, E-commerce, SEO, Email Marketing, Social Networking, Strategy, Corporate Communications, Marketing, Newsletters, Digital Marketing, Digital Strategy, Online Marketing
Education
Kutztown University of Pennsylvania 1995 — 2000
English, Professional Writing
Aramark December 2014 - Present
Aramark November 2011 - December 2014
Aramark July 2008 - November 2011
SMART Business Advisory and Consulting March 2006 - June 2008
Temple University September 2003 - March 2006
The Review Newspaper May 2002 - May 2004
Philadelphia Flyers March 2001 - July 2003
Skills
Social Media, Web Development, Strategic Communications, Facebook, Content Management, Copywriting, YouTube, Editing, Social Media Marketing, E-commerce, SEO, Email Marketing, Social Networking, Strategy, Corporate Communications, Marketing, Newsletters, Digital Marketing, Digital Strategy, Online Marketing
Education
Kutztown University of Pennsylvania 1995 — 2000
English, Professional Writing
Matthew DiFranco Matthew DiFranco's SMART Business Advisory and Consulting Experience September 2002 - August 2003
Job Postdoc Researcher in Quantitative Hybrid Imaging
Industry Research
Experience
Medical University of Vienna May 2014 - Present
Medical University of Vienna May 2012 - May 2014
Innsbruck Medical University November 2010 - May 2012
University College Dublin October 2006 - August 2010
University College Dublin January 2007 - May 2010
Vienna University of Technology June 2008 - August 2008
University College London May 2005 - September 2006
Queen Mary, University of London January 2004 - June 2006
SMART Business Advisory and Consulting September 2002 - August 2003
Accenture September 2000 - September 2002
Skills
Immunohistochemistry, Image Analysis, Computer Vision, Pattern Recognition, Machine Learning, Microscopy, Matlab, Data Analysis, Data Mining, Image Processing, Medical Imaging, Artificial Intelligence, Computer Science, Simulations, Algorithms, Research
Education
University College Dublin 2006 — 2009
PhD, Computer Science
University College London, U. of London 2003 — 2004
M.Res., Computer Science
Drexel University 1995 — 2000
Bachelor of Science (BS), Materials Engineering
Medical University of Vienna May 2014 - Present
Medical University of Vienna May 2012 - May 2014
Innsbruck Medical University November 2010 - May 2012
University College Dublin October 2006 - August 2010
University College Dublin January 2007 - May 2010
Vienna University of Technology June 2008 - August 2008
University College London May 2005 - September 2006
Queen Mary, University of London January 2004 - June 2006
SMART Business Advisory and Consulting September 2002 - August 2003
Accenture September 2000 - September 2002
Skills
Immunohistochemistry, Image Analysis, Computer Vision, Pattern Recognition, Machine Learning, Microscopy, Matlab, Data Analysis, Data Mining, Image Processing, Medical Imaging, Artificial Intelligence, Computer Science, Simulations, Algorithms, Research
Education
University College Dublin 2006 — 2009
PhD, Computer Science
University College London, U. of London 2003 — 2004
M.Res., Computer Science
Drexel University 1995 — 2000
Bachelor of Science (BS), Materials Engineering
Saunya Hudson, M.S. Saunya Hudson, M.S.'s SMART Business Advisory and Consulting Experience 2008 - 2008
Job Digital/Online Marketing Professional currently seeking new opportunities
Industry Marketing and Advertising
Experience
SASH LLC May 2012 - Present
YMCA of the USA July 2014 - July 2015
Nola Ade (Music Artist) July 2014 - May 2015
Pilgrim Baptist Church of South Chicago August 2007 - May 2013
American Hospital Association June 2011 - January 2012
AKIRA Chicago 2010 - 2010
L'Shanell Event Productions 2009 - 2009
SMART Business Advisory and Consulting 2008 - 2008
U.S. District Court - Northern Dist. of IL 2008 - 2008
Skills
Social Media Marketing, Social Media, Marketing Communications, Marketing, Event Planning, Online Marketing, Public Relations, Editing, Marketing Strategy, Customer Service, Marketing Research, Creative Strategy, Nonprofits, Newsletters, E-commerce, Writing, Advertising, Content Management, Fashion, Google Analytics, SEO, Entrepreneurship, Proofreading, Text Editing, Jewelry Design, Webmaster Services, Website Administration, Non-profits
Education
Roosevelt University 2010 — 2011
Master of Science (M.S.)
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science (B.S.)
SASH LLC May 2012 - Present
YMCA of the USA July 2014 - July 2015
Nola Ade (Music Artist) July 2014 - May 2015
Pilgrim Baptist Church of South Chicago August 2007 - May 2013
American Hospital Association June 2011 - January 2012
AKIRA Chicago 2010 - 2010
L'Shanell Event Productions 2009 - 2009
SMART Business Advisory and Consulting 2008 - 2008
U.S. District Court - Northern Dist. of IL 2008 - 2008
Skills
Social Media Marketing, Social Media, Marketing Communications, Marketing, Event Planning, Online Marketing, Public Relations, Editing, Marketing Strategy, Customer Service, Marketing Research, Creative Strategy, Nonprofits, Newsletters, E-commerce, Writing, Advertising, Content Management, Fashion, Google Analytics, SEO, Entrepreneurship, Proofreading, Text Editing, Jewelry Design, Webmaster Services, Website Administration, Non-profits
Education
Roosevelt University 2010 — 2011
Master of Science (M.S.)
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science (B.S.)
Karen (Gonzales) Briones Karen (Gonzales) Briones's SMART Business Advisory and Consulting Experience July 2004 - July 2007
Job Traffic Coordinator
Industry Logistics and Supply Chain
Experience
Commercial Metals Company June 2013 - Present
Meridian Senior Living March 2011 - March 2012
BDO Seidman, LLP November 2008 - August 2009
Mahoney Cohen July 2007 - November 2008
SMART Business Advisory and Consulting July 2004 - July 2007
1199 National Benefit Fund July 2002 - July 2004
Skills
Financial Reporting, Financial Statements, Auditing, General Ledger, Internal Controls, Financial Analysis, US GAAP, Accounting, GAAP, Internal Audit, Sarbanes-Oxley Act, Finance
Education
Baruch College, City University of New York (CUNY) 1999 — 2004
BBA, Accounting
Commercial Metals Company June 2013 - Present
Meridian Senior Living March 2011 - March 2012
BDO Seidman, LLP November 2008 - August 2009
Mahoney Cohen July 2007 - November 2008
SMART Business Advisory and Consulting July 2004 - July 2007
1199 National Benefit Fund July 2002 - July 2004
Skills
Financial Reporting, Financial Statements, Auditing, General Ledger, Internal Controls, Financial Analysis, US GAAP, Accounting, GAAP, Internal Audit, Sarbanes-Oxley Act, Finance
Education
Baruch College, City University of New York (CUNY) 1999 — 2004
BBA, Accounting
Joseph Ciccarelli's SMART Business Advisory and Consulting Experience 2005 - 2008
Job Director Tax at Global Tax Management
Industry Accounting
Experience
Global Tax Management January 2014 - Present
SMART DEVINE 2011 - 2013
NCO Group 2008 - 2011
SMART Business Advisory and Consulting 2005 - 2008
Smiths Group plc 2001 - 2005
Skills
Tax, Tax Compliance, Income Tax, Tax Accounting, Tax Advisory, Corporate Tax, Due Diligence, SEC filings, Business Tax Planning, FIN 48, GAAP, US GAAP, Sarbanes-Oxley Act, CPA, International Tax, SEC Filings
Education
Saint Joseph's University
Bachelor of Science, Accounting
Villanova University School of Law
Master (MT), Taxation
Global Tax Management January 2014 - Present
SMART DEVINE 2011 - 2013
NCO Group 2008 - 2011
SMART Business Advisory and Consulting 2005 - 2008
Smiths Group plc 2001 - 2005
Skills
Tax, Tax Compliance, Income Tax, Tax Accounting, Tax Advisory, Corporate Tax, Due Diligence, SEC filings, Business Tax Planning, FIN 48, GAAP, US GAAP, Sarbanes-Oxley Act, CPA, International Tax, SEC Filings
Education
Saint Joseph's University
Bachelor of Science, Accounting
Villanova University School of Law
Master (MT), Taxation
Patrick Wheeler Patrick Wheeler's SMART Business Advisory and Consulting Experience May 2007 - November 2007
Job Managing Principal & CEO, Integrity Consulting
Industry Management Consulting
Experience
Integrity Consulting November 2007 - Present
SMART Business Advisory and Consulting May 2007 - November 2007
SMART Business Advisory and Consulting January 2005 - May 2007
SMART Business Advisory and Consulting June 2002 - January 2005
Arthur Andersen April 2000 - June 2002
Mammoth Sports Group Inc. April 1998 - June 2000
US Air Force - 319th Bomber Wing - Grand Forks, ND October 1982 - November 1988
Magnavox Government Industrial Electronics Company December 1986 - July 1988
Skills
Business Process..., Financial Systems, Program Management, Management Consulting, SDLC, Project Management, IT Strategy, Integration, Consulting, ITIL, Outsourcing, Risk Management
Education
University of Maryland University College 1982 — 1991
Community College of the US Air Force 1984 — 1986
AAS
Integrity Consulting November 2007 - Present
SMART Business Advisory and Consulting May 2007 - November 2007
SMART Business Advisory and Consulting January 2005 - May 2007
SMART Business Advisory and Consulting June 2002 - January 2005
Arthur Andersen April 2000 - June 2002
Mammoth Sports Group Inc. April 1998 - June 2000
US Air Force - 319th Bomber Wing - Grand Forks, ND October 1982 - November 1988
Magnavox Government Industrial Electronics Company December 1986 - July 1988
Skills
Business Process..., Financial Systems, Program Management, Management Consulting, SDLC, Project Management, IT Strategy, Integration, Consulting, ITIL, Outsourcing, Risk Management
Education
University of Maryland University College 1982 — 1991
Community College of the US Air Force 1984 — 1986
AAS
Jennifer Morelli Jennifer Morelli's SMART Business Advisory and Consulting Experience 2006 - 2011
Job Manager at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting 2006 - 2011
Skills
Business Strategy, Leadership Development, Business Process..., Management Consulting, Project Management, Change Management, Business Transformation, Business Analysis, Talent Management, Organizational Design, Consulting, Mergers & Acquisitions, Business Process, Training, Strategy, Process Improvement
Education
James Madison University 2001 — 2005
B.S., Psychology
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting 2006 - 2011
Skills
Business Strategy, Leadership Development, Business Process..., Management Consulting, Project Management, Change Management, Business Transformation, Business Analysis, Talent Management, Organizational Design, Consulting, Mergers & Acquisitions, Business Process, Training, Strategy, Process Improvement
Education
James Madison University 2001 — 2005
B.S., Psychology
Bryan Willman's SMART Business Advisory and Consulting Experience November 2008 - January 2009
Job Managing Principal at Techfino
Industry Computer Software
Experience
Techfino June 2014 - Present
Grant Thornton LLP February 2011 - August 2014
LECG January 2009 - February 2011
SMART Business Advisory and Consulting November 2008 - January 2009
Drexel University ECE Dept. & ACIN July 2004 - June 2006
Lockheed Martin 2002 - 2003
Skills
NetSuite, Magento, Enterprise Architecture, Enterprise Software, IT Enabled Business..., Java, Integration, SQL, Web Applications, Business Analysis, Oracle, C, Web Services, Databases, jQuery, Software Development, Research, Management, ASP.NET AJAX, Project Management, Consulting, Architecture, Business Intelligence, Architectures, Visual C#, .NET, Microsoft SQL Server, E-commerce, Business Development, CRM, SaaS, Process Improvement, Business Process..., JavaScript, Business Process
Education
Drexel University 2004 — 2008
M.S., Computer Engineering
Drexel University 1999 — 2004
B.S., Computer Engineering
Techfino June 2014 - Present
Grant Thornton LLP February 2011 - August 2014
LECG January 2009 - February 2011
SMART Business Advisory and Consulting November 2008 - January 2009
Drexel University ECE Dept. & ACIN July 2004 - June 2006
Lockheed Martin 2002 - 2003
Skills
NetSuite, Magento, Enterprise Architecture, Enterprise Software, IT Enabled Business..., Java, Integration, SQL, Web Applications, Business Analysis, Oracle, C, Web Services, Databases, jQuery, Software Development, Research, Management, ASP.NET AJAX, Project Management, Consulting, Architecture, Business Intelligence, Architectures, Visual C#, .NET, Microsoft SQL Server, E-commerce, Business Development, CRM, SaaS, Process Improvement, Business Process..., JavaScript, Business Process
Education
Drexel University 2004 — 2008
M.S., Computer Engineering
Drexel University 1999 — 2004
B.S., Computer Engineering
Erhan Hosca Erhan Hosca's SMART Business Advisory and Consulting Experience April 2006 - July 2008
Job Senior Manager at SunGard Financial Systems
Industry Computer Software
Experience
SunGard Financial Systems August 2014 - Present
J.P. Morgan August 2012 - August 2014
Risk Focus October 2009 - August 2012
Hosca Technology Services, LLC August 2009 - November 2009
Mr. Youth January 2009 - June 2009
Mr. Youth August 2008 - December 2008
SMART Business Advisory and Consulting April 2006 - July 2008
J.P. Morgan August 2003 - March 2006
Turner Broadcasting May 1995 - August 2003
Skills
C#, SQL, Architecture, LINQ, Rx, WPF, JavaScript, Microsoft SQL Server, .NET, Design Patterns, ASP.NET, Software Engineering, Software Project..., Agile Methodologies, Silverlight, SOA, UML, Software Design, Software Development, Mentoring, Enterprise Architecture, T-SQL, Web Services, Agile Project Management, Database Design, XML, Strategy, WCF, Sybase, Oracle, Hibernate, Integration, Data Warehousing, Solution Architecture, Data Modeling, SDLC, Architectures
Education
Virginia Tech 1993 — 1995
MSc
Middle East Technical University 1986 — 1993
BSc
SunGard Financial Systems August 2014 - Present
J.P. Morgan August 2012 - August 2014
Risk Focus October 2009 - August 2012
Hosca Technology Services, LLC August 2009 - November 2009
Mr. Youth January 2009 - June 2009
Mr. Youth August 2008 - December 2008
SMART Business Advisory and Consulting April 2006 - July 2008
J.P. Morgan August 2003 - March 2006
Turner Broadcasting May 1995 - August 2003
Skills
C#, SQL, Architecture, LINQ, Rx, WPF, JavaScript, Microsoft SQL Server, .NET, Design Patterns, ASP.NET, Software Engineering, Software Project..., Agile Methodologies, Silverlight, SOA, UML, Software Design, Software Development, Mentoring, Enterprise Architecture, T-SQL, Web Services, Agile Project Management, Database Design, XML, Strategy, WCF, Sybase, Oracle, Hibernate, Integration, Data Warehousing, Solution Architecture, Data Modeling, SDLC, Architectures
Education
Virginia Tech 1993 — 1995
MSc
Middle East Technical University 1986 — 1993
BSc
Edward McDonnell Edward McDonnell's SMART Business Advisory and Consulting Experience June 2005 - October 2008
Job Senior Financial Analyst at Pacific Power Group
Industry Mining & Metals
Experience
Pacific Power Group March 2015 - Present
TurnStyle Brands, LLC July 2014 - March 2015
Jacob Holtz Company November 2013 - July 2014
Evraz Inc NA October 2008 - November 2013
SMART Business Advisory and Consulting June 2005 - October 2008
Camden Riversharks March 2004 - June 2005
Skills
Accounting, Payroll, Audit, Manufacturing Operations, Compliance, Internal Controls, Internal Audit, Process Control, Process Management, Process Improvement, FPA, Oracle, Microsoft Office, Financial Analysis, Management, Forecasting, Financial Reporting, Operations Management, Budgets
Education
Rutgers University 2004 — 2005
BS, Management
University of Delaware 2003 — 2004
Pacific Power Group March 2015 - Present
TurnStyle Brands, LLC July 2014 - March 2015
Jacob Holtz Company November 2013 - July 2014
Evraz Inc NA October 2008 - November 2013
SMART Business Advisory and Consulting June 2005 - October 2008
Camden Riversharks March 2004 - June 2005
Skills
Accounting, Payroll, Audit, Manufacturing Operations, Compliance, Internal Controls, Internal Audit, Process Control, Process Management, Process Improvement, FPA, Oracle, Microsoft Office, Financial Analysis, Management, Forecasting, Financial Reporting, Operations Management, Budgets
Education
Rutgers University 2004 — 2005
BS, Management
University of Delaware 2003 — 2004
Blake W. Martin Blake W. Martin's SMART Business Advisory and Consulting Experience October 2008 - July 2009
Job Senior Vice President, Global Taxes, Genworth Financial
Industry Insurance
Experience
Genworth November 2014 - Present
Lincoln Financial Group December 2011 - October 2014
Blake Martin Consulting, LLC 2009 - November 2011
SMART Business Advisory and Consulting October 2008 - July 2009
Aetna 1990 - 2006
Price Waterhouse 1988 - 1990
The Travelers 1984 - 1988
Coopers & Lybrand 1983 - 1984
Price Waterhouse, Denver 1980 - 1983
Skills
Corporate Tax, Financial Planners, Tax Accounting, Tax, Income Tax, Sarbanes-Oxley Act, Financial Reporting, Auditing, Investments, Mergers & Acquisitions, Risk Management, US GAAP, Financial Accounting, SEC filings, Internal Controls, GAAP, Financial Analysis, Due Diligence, Tax Advisory, Accounting, Sarbanes-Oxley, Insurance, Management, International Tax, Strategic Financial..., Finance, CPA, Financial Services, Internal Audit, Restructuring, Corporate Finance, Tax Law, Financial Modeling, Corporate Governance, Enterprise Risk..., Managerial Finance, Transfer Pricing, Financial Statements, Consolidation, SEC Filings, Financial Planning
Education
Colorado State University 1975 — 1979
B.S.
Genworth November 2014 - Present
Lincoln Financial Group December 2011 - October 2014
Blake Martin Consulting, LLC 2009 - November 2011
SMART Business Advisory and Consulting October 2008 - July 2009
Aetna 1990 - 2006
Price Waterhouse 1988 - 1990
The Travelers 1984 - 1988
Coopers & Lybrand 1983 - 1984
Price Waterhouse, Denver 1980 - 1983
Skills
Corporate Tax, Financial Planners, Tax Accounting, Tax, Income Tax, Sarbanes-Oxley Act, Financial Reporting, Auditing, Investments, Mergers & Acquisitions, Risk Management, US GAAP, Financial Accounting, SEC filings, Internal Controls, GAAP, Financial Analysis, Due Diligence, Tax Advisory, Accounting, Sarbanes-Oxley, Insurance, Management, International Tax, Strategic Financial..., Finance, CPA, Financial Services, Internal Audit, Restructuring, Corporate Finance, Tax Law, Financial Modeling, Corporate Governance, Enterprise Risk..., Managerial Finance, Transfer Pricing, Financial Statements, Consolidation, SEC Filings, Financial Planning
Education
Colorado State University 1975 — 1979
B.S.
Kaitlyn Storms, CPA Kaitlyn Storms, CPA's SMART Business Advisory and Consulting Experience January 2007 - March 2007
Job Audit Manager at KPMG US
Industry Accounting
Experience
KPMG US September 2015 - Present
KPMG US July 2014 - Present
KPMG US July 2011 - June 2014
KPMG US October 2009 - June 2011
KenCrest June 2008 - August 2008
KPMG US January 2008 - March 2008
SMART Business Advisory and Consulting January 2007 - March 2007
Skills
Auditing, Big 4, Accounting, CPA, External Audit, Internal Controls, US GAAP, Financial Reporting, Sarbanes-Oxley Act, GAAP, SEC filings, Financial Accounting
Education
Saint Joseph's University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Emmaus High School
Emmaus High School
KPMG US September 2015 - Present
KPMG US July 2014 - Present
KPMG US July 2011 - June 2014
KPMG US October 2009 - June 2011
KenCrest June 2008 - August 2008
KPMG US January 2008 - March 2008
SMART Business Advisory and Consulting January 2007 - March 2007
Skills
Auditing, Big 4, Accounting, CPA, External Audit, Internal Controls, US GAAP, Financial Reporting, Sarbanes-Oxley Act, GAAP, SEC filings, Financial Accounting
Education
Saint Joseph's University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Emmaus High School
Emmaus High School
Key Coleman, CPA, CFA Key Coleman, CPA, CFA's SMART Business Advisory and Consulting Experience June 2008 - March 2011
Job Managing Director at SMART DEVINE
Industry Financial Services
Experience
SMART DEVINE March 2014 - Present
Grant Thornton LLP March 2011 - March 2014
Smart Business Advisory and Consulting June 2008 - March 2011
LECG June 2008 - March 2011
PricewaterhouseCoopers LLP 1997 - June 2008
Vesta 1988 - 1997
Skills
Expert Witness, Litigation Support, Testimony, Expert Witness Services, Reinsurance, Insurance, Forensic Accounting, Due Diligence, Dispute Resolution, Arbitration, Accounting, Financial Analysis, Risk Management, Risk Assessment, Dispute, Fraud, Litigation Consulting, Investigation, Commercial Insurance, Property & Casualty..., Workers Compensation, Internal Investigations, Financial Services, Business Valuation, Insurance Damages..., Insurance Disputes, Insurance Economic..., Reinsurance Damages..., Reinsurance Damages..., MGA Audits, Fraud Investigations, Insurance Coverage..., Disputes, Commercial Disputes, PEO, Insurance and..., Insurance Administration, Damages, Insurance Damages..., Insurance Damages..., Insurance Economic..., Insurance Damages..., Force Placed Insurance, Force Placed Mortgage..., Mortgage Insurance, Reinsurance Damages..., Property & Casualty..., Property & Casualty..., Insurance Agent &..., Forensic Analysis
Education
Emory University - Goizueta Business School
MBA, Finance
Sewanee-The University of the South
BA, Economics
SMART DEVINE March 2014 - Present
Grant Thornton LLP March 2011 - March 2014
Smart Business Advisory and Consulting June 2008 - March 2011
LECG June 2008 - March 2011
PricewaterhouseCoopers LLP 1997 - June 2008
Vesta 1988 - 1997
Skills
Expert Witness, Litigation Support, Testimony, Expert Witness Services, Reinsurance, Insurance, Forensic Accounting, Due Diligence, Dispute Resolution, Arbitration, Accounting, Financial Analysis, Risk Management, Risk Assessment, Dispute, Fraud, Litigation Consulting, Investigation, Commercial Insurance, Property & Casualty..., Workers Compensation, Internal Investigations, Financial Services, Business Valuation, Insurance Damages..., Insurance Disputes, Insurance Economic..., Reinsurance Damages..., Reinsurance Damages..., MGA Audits, Fraud Investigations, Insurance Coverage..., Disputes, Commercial Disputes, PEO, Insurance and..., Insurance Administration, Damages, Insurance Damages..., Insurance Damages..., Insurance Economic..., Insurance Damages..., Force Placed Insurance, Force Placed Mortgage..., Mortgage Insurance, Reinsurance Damages..., Property & Casualty..., Property & Casualty..., Insurance Agent &..., Forensic Analysis
Education
Emory University - Goizueta Business School
MBA, Finance
Sewanee-The University of the South
BA, Economics
Liliya Kurpel Liliya Kurpel's SMART Business Advisory and Consulting Experience August 2008 - November 2008
Job Federal Tax Senior Associate at KPMG
Industry Accounting
Experience
KPMG December 2009 - Present
SMART Business Advisory and Consulting August 2008 - November 2008
Skills
Corporate Tax, Tax, Tax Preparation, Income Tax, Tax Returns, Tax Research, Tax Accounting, Microsoft Excel, Tax Law, GAAP, Partnership Taxation
Education
Philadelphia University 2012 — 2014
Taxation, M.S., Federal Taxation
La Salle University - School of Business Administration 2007 — 2009
Bachelors, Accounting/Finance
Manor College 2005 — 2007
Associate, Accounting
KPMG December 2009 - Present
SMART Business Advisory and Consulting August 2008 - November 2008
Skills
Corporate Tax, Tax, Tax Preparation, Income Tax, Tax Returns, Tax Research, Tax Accounting, Microsoft Excel, Tax Law, GAAP, Partnership Taxation
Education
Philadelphia University 2012 — 2014
Taxation, M.S., Federal Taxation
La Salle University - School of Business Administration 2007 — 2009
Bachelors, Accounting/Finance
Manor College 2005 — 2007
Associate, Accounting
Brian Fellman Brian Fellman's SMART Business Advisory and Consulting Experience September 2005 - September 2007
Job Manager at Grant Thornton LLP
Industry Information Technology and Services
Experience
Grant Thornton LLP March 2011 - Present
LECG-SMART January 2011 - March 2011
LECG-SMART September 2007 - January 2011
SMART Business Advisory and Consulting September 2005 - September 2007
Unisys June 2003 - May 2005
Skills
Acceptance Testing, SharePoint, Project Management, Software Documentation, IT Strategy, Business Process..., Requirements Gathering, Enterprise Architecture, SDLC, Business Process, Business Intelligence, Management Consulting, SQL, Business Analysis, Solution Architecture, Management, Business Process..., Project Planning, Portals, Governance, Integration, Business Transformation, Visio
Education
Penn State University 2000 — 2005
Bachelor of Science, Information Sciences and Technology
Grant Thornton LLP March 2011 - Present
LECG-SMART January 2011 - March 2011
LECG-SMART September 2007 - January 2011
SMART Business Advisory and Consulting September 2005 - September 2007
Unisys June 2003 - May 2005
Skills
Acceptance Testing, SharePoint, Project Management, Software Documentation, IT Strategy, Business Process..., Requirements Gathering, Enterprise Architecture, SDLC, Business Process, Business Intelligence, Management Consulting, SQL, Business Analysis, Solution Architecture, Management, Business Process..., Project Planning, Portals, Governance, Integration, Business Transformation, Visio
Education
Penn State University 2000 — 2005
Bachelor of Science, Information Sciences and Technology
Valerie Moffson Valerie Moffson's SMART Business Advisory and Consulting Experience May 2007 - February 2009
Job Experienced Career Services Professional with expertise in Recruiting and Training and Development
Industry Higher Education
Experience
Accolade, Inc. November 2011 - November 2014
Ceridian April 2009 - October 2011
SMART Business Advisory and Consulting May 2007 - February 2009
Drexel University April 2001 - May 2007
Goodwill Industries - Goodwill Employment Services June 1999 - April 2001
Gateway Employment Resources June 1998 - June 1999
Skills
Training, Leadership, Career Development, Management, Career Counseling, Interviews, Recruiting, Program Management, Staff Development, Onboarding, Instructional Design, Instructor-led Training, Employee Benefits, Benefits Administration, Employee Training, Training Delivery, Campus Placement, Higher Education, Healthcare
Education
Chestnut Hill College 2003 — 2005
M.S., Administration of Human Services
Mount St. Mary's University 1994 — 1998
B.S., Psychology
Kennedy Kenrick High School
Accolade, Inc. November 2011 - November 2014
Ceridian April 2009 - October 2011
SMART Business Advisory and Consulting May 2007 - February 2009
Drexel University April 2001 - May 2007
Goodwill Industries - Goodwill Employment Services June 1999 - April 2001
Gateway Employment Resources June 1998 - June 1999
Skills
Training, Leadership, Career Development, Management, Career Counseling, Interviews, Recruiting, Program Management, Staff Development, Onboarding, Instructional Design, Instructor-led Training, Employee Benefits, Benefits Administration, Employee Training, Training Delivery, Campus Placement, Higher Education, Healthcare
Education
Chestnut Hill College 2003 — 2005
M.S., Administration of Human Services
Mount St. Mary's University 1994 — 1998
B.S., Psychology
Kennedy Kenrick High School
James Woodland James Woodland's SMART Business Advisory and Consulting Experience July 2003 - May 2004
Job Chief Operating Officer at Communications Media, Inc.
Industry Marketing and Advertising
Experience
CMI/Compas May 2004 - Present
Life Sciences Angel Network (LSAN) February 2012 - Present
SMART Business Advisory and Consulting July 2003 - May 2004
Skills
Entrepreneurship, Business Strategy, Venture Capital, Corporate Finance, Strategic Planning, Digital Marketing, Digital Media, Online Advertising, Strategy, Online Marketing, Analytics, Integrated Marketing, Mobile Devices, Marketing Strategy, Strategic Partnerships, Competitive Analysis, Start-ups, Email Marketing, Advertising, Social Media Marketing, Digital Strategy, Business Development, Marketing
Education
New York University - Leonard N. Stern School of Business
MBA, Corporate Finance, Entrepreneurship
Saint Joseph's University
BS, Finance, Accounting
CMI/Compas May 2004 - Present
Life Sciences Angel Network (LSAN) February 2012 - Present
SMART Business Advisory and Consulting July 2003 - May 2004
Skills
Entrepreneurship, Business Strategy, Venture Capital, Corporate Finance, Strategic Planning, Digital Marketing, Digital Media, Online Advertising, Strategy, Online Marketing, Analytics, Integrated Marketing, Mobile Devices, Marketing Strategy, Strategic Partnerships, Competitive Analysis, Start-ups, Email Marketing, Advertising, Social Media Marketing, Digital Strategy, Business Development, Marketing
Education
New York University - Leonard N. Stern School of Business
MBA, Corporate Finance, Entrepreneurship
Saint Joseph's University
BS, Finance, Accounting
James D. Fielder, Jr. PhD James D. Fielder, Jr. PhD's SMART Business Advisory and Consulting Experience February 2007 - August 2008
Job Secretary of Appointments at State of Maryland
Industry Accounting
Experience
State of Maryland January 2015 - Present
Town of Bel Air, Maryland January 2014 - January 2015
Woofound, Inc. July 2012 - December 2013
CliftonLarsonAllen September 2008 - June 2012
SMART Business Advisory and Consulting February 2007 - August 2008
State of Maryland January 2003 - January 2007
Office of Governor Robert L. Ehrlich, Jr. 2003 - 2007
Capstone Development Company January 2000 - January 2003
Towson University 1999 - 2000
Maryland Department of Business and Economic Development 1995 - 1999
Skills
Strategic Planning, Business Development, Non-profits, Management Consulting, New Business Development, Mergers, Budgets, Business Strategy, Program Management, Strategy, Entrepreneurship, Google Docs, Nonprofits, Mergers & Acquisitions, Investments, CRM, Leadership, Start-ups, Strategic Partnerships, Sales, Government, Public Speaking, Executive Management, Marketing, Economic Development, Leadership Development, Market Research, Human Resources, Management, Policy, Analysis, Proposal Writing, Training, Finance, Team Building, Business Planning, Contract Negotiation, Organizational..., Consulting, Employee Benefits, Small Business, Project Management, Networking, Risk Management, Time Management, Fundraising, Social Media, Marketing Communications, Event Management, Marketing Strategy
Education
Michigan State University 1975 — 1983
PhD, Higher Education Administration/Business
University of Maryland College Park
State of Maryland January 2015 - Present
Town of Bel Air, Maryland January 2014 - January 2015
Woofound, Inc. July 2012 - December 2013
CliftonLarsonAllen September 2008 - June 2012
SMART Business Advisory and Consulting February 2007 - August 2008
State of Maryland January 2003 - January 2007
Office of Governor Robert L. Ehrlich, Jr. 2003 - 2007
Capstone Development Company January 2000 - January 2003
Towson University 1999 - 2000
Maryland Department of Business and Economic Development 1995 - 1999
Skills
Strategic Planning, Business Development, Non-profits, Management Consulting, New Business Development, Mergers, Budgets, Business Strategy, Program Management, Strategy, Entrepreneurship, Google Docs, Nonprofits, Mergers & Acquisitions, Investments, CRM, Leadership, Start-ups, Strategic Partnerships, Sales, Government, Public Speaking, Executive Management, Marketing, Economic Development, Leadership Development, Market Research, Human Resources, Management, Policy, Analysis, Proposal Writing, Training, Finance, Team Building, Business Planning, Contract Negotiation, Organizational..., Consulting, Employee Benefits, Small Business, Project Management, Networking, Risk Management, Time Management, Fundraising, Social Media, Marketing Communications, Event Management, Marketing Strategy
Education
Michigan State University 1975 — 1983
PhD, Higher Education Administration/Business
University of Maryland College Park
Carl Mowery Carl Mowery's SMART Business Advisory and Consulting Experience February 2006 - March 2011
Job Managing Director at Grant Thornton LLP
Industry Human Resources
Experience
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting February 2006 - March 2011
KPMG LLP November 1999 - January 2006
Union Pacific Railroad September 1998 - November 1999
Teachers Retirement System of the State of Illinois August 1996 - August 1998
General Board of Pension and Health Benefits May 1988 - August 1996
Skills
Employee Benefits, Mergers & Acquisitions, Human Resources, Deferred Compensation, ERISA, Health Care Reform, Bankruptcy, Defined Benefit, Leadership, Management, Strategy, Consulting
Education
The John Marshall Law School 1979 — 1983
J.D., Law
Illinois Wesleyan University 1973 — 1977
B.A., History
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting February 2006 - March 2011
KPMG LLP November 1999 - January 2006
Union Pacific Railroad September 1998 - November 1999
Teachers Retirement System of the State of Illinois August 1996 - August 1998
General Board of Pension and Health Benefits May 1988 - August 1996
Skills
Employee Benefits, Mergers & Acquisitions, Human Resources, Deferred Compensation, ERISA, Health Care Reform, Bankruptcy, Defined Benefit, Leadership, Management, Strategy, Consulting
Education
The John Marshall Law School 1979 — 1983
J.D., Law
Illinois Wesleyan University 1973 — 1977
B.A., History
S Richard Zagol S Richard Zagol's SMART Business Advisory and Consulting Experience September 2006 - March 2009
Job Seniorlevel, experienced ceded reinsurance processing, systems, and financial accounting executive
Industry Financial Services
Experience
Self Employed March 2009 - Present
SMART Business Advisory and Consulting September 2006 - March 2009
Recovery National Corporation May 1998 - July 2006
Self-Employed January 1996 - January 1998
Reinsurance Solutions International January 1995 - January 1996
CIGNA - Ceded Reinsurance Management Department January 1987 - January 1995
CIGNA - Premium Finance Company - INAC Corporation January 1985 - January 1987
CIGNA - Reinsurance and Services Division January 1982 - January 1985
CIGNA - Corporate Strategy Department January 1978 - January 1982
FIRST INVESTMENT ANNUITY COMPANY OF AMERICA January 1971 - January 1978
Education
Wharton School, University of Pennsylvania
MBA, Finance
Kenyon College
BA, Economics
Self Employed March 2009 - Present
SMART Business Advisory and Consulting September 2006 - March 2009
Recovery National Corporation May 1998 - July 2006
Self-Employed January 1996 - January 1998
Reinsurance Solutions International January 1995 - January 1996
CIGNA - Ceded Reinsurance Management Department January 1987 - January 1995
CIGNA - Premium Finance Company - INAC Corporation January 1985 - January 1987
CIGNA - Reinsurance and Services Division January 1982 - January 1985
CIGNA - Corporate Strategy Department January 1978 - January 1982
FIRST INVESTMENT ANNUITY COMPANY OF AMERICA January 1971 - January 1978
Education
Wharton School, University of Pennsylvania
MBA, Finance
Kenyon College
BA, Economics
Bill McCullough's SMART Business Advisory and Consulting Experience January 2004 - June 2006
Job Solution Architect at OpenGate Consulting
Industry Information Technology and Services
Experience
OpenGate Consulting January 2014 - Present
Prestige Technologies, Inc. July 2011 - December 2013
LevelUp Group November 2009 - July 2011
Durabante, LLC March 2008 - November 2009
LevelUp Group October 2007 - February 2008
TX2 Systems, Inc. June 2006 - October 2007
SMART Business Advisory and Consulting January 2004 - June 2006
IBM September 2002 - December 2003
Arthur Andersen Business Consulting June 2000 - June 2002
US Army Soldier and Biological-Chemical Command August 1989 - June 2000
Skills
Business Process, Enterprise Software, Project Management, Management Consulting, Change Management, Business Intelligence, Management, Business Process..., ERP, IT Strategy, Business Process..., Integration, Microsoft SQL Server, Business Analysis, Enterprise Architecture, Strategy, Process Improvement, Program Management, Project Portfolio..., Strategic Planning, Software Project..., SaaS, Vendor Management, Information Technology, IT Management, SQL, Professional Services, Cloud Computing, Business Transformation, Outsourcing, Boomi, Salesforce Administrator, Salesforce.com..., Salesforce.com, Salesforce Training, Tableau, Skuid, Salesforce.com...
Education
Loyola College 1996 — 2000
MBA, Information Systems
Washington University in St. Louis 1985 — 1989
Bachelor, Electrical Engineering
OpenGate Consulting January 2014 - Present
Prestige Technologies, Inc. July 2011 - December 2013
LevelUp Group November 2009 - July 2011
Durabante, LLC March 2008 - November 2009
LevelUp Group October 2007 - February 2008
TX2 Systems, Inc. June 2006 - October 2007
SMART Business Advisory and Consulting January 2004 - June 2006
IBM September 2002 - December 2003
Arthur Andersen Business Consulting June 2000 - June 2002
US Army Soldier and Biological-Chemical Command August 1989 - June 2000
Skills
Business Process, Enterprise Software, Project Management, Management Consulting, Change Management, Business Intelligence, Management, Business Process..., ERP, IT Strategy, Business Process..., Integration, Microsoft SQL Server, Business Analysis, Enterprise Architecture, Strategy, Process Improvement, Program Management, Project Portfolio..., Strategic Planning, Software Project..., SaaS, Vendor Management, Information Technology, IT Management, SQL, Professional Services, Cloud Computing, Business Transformation, Outsourcing, Boomi, Salesforce Administrator, Salesforce.com..., Salesforce.com, Salesforce Training, Tableau, Skuid, Salesforce.com...
Education
Loyola College 1996 — 2000
MBA, Information Systems
Washington University in St. Louis 1985 — 1989
Bachelor, Electrical Engineering
Joshua Bentley's SMART Business Advisory and Consulting Experience 2005 - 2007
Job Mobility Sales Specialist at Redhat
Industry Computer Software
Experience
Redhat February 2015 - Present
Quintiq September 2014 - February 2015
SAP November 2011 - September 2014
SAP May 2007 - December 2011
SMART Business Advisory and Consulting 2005 - 2007
Yellowbook 1999 - 2005
Skills
Pre-sales, Mobile Devices, SAP, IT Strategy, ERP, Enterprise Mobility, SAP R/3, Business Process, Information Technology, Solution Architecture, Software Project..., Enterprise Architecture, Integration, Business Intelligence, Professional Services, Enterprise Software, Leadership, SAP ERP, SAP Netweaver, Requirements Analysis, Cloud Computing, Business Process Design, Program Management, Master Data Management, Vendor Management, SaaS, Strategy, Design Thinking, Business Analysis, Databases, CRM
Education
Chattahoochee Technical College 1992 — 1994
General Studies
Douglas County Comprehensive High School 1989 — 1992
High School
Redhat February 2015 - Present
Quintiq September 2014 - February 2015
SAP November 2011 - September 2014
SAP May 2007 - December 2011
SMART Business Advisory and Consulting 2005 - 2007
Yellowbook 1999 - 2005
Skills
Pre-sales, Mobile Devices, SAP, IT Strategy, ERP, Enterprise Mobility, SAP R/3, Business Process, Information Technology, Solution Architecture, Software Project..., Enterprise Architecture, Integration, Business Intelligence, Professional Services, Enterprise Software, Leadership, SAP ERP, SAP Netweaver, Requirements Analysis, Cloud Computing, Business Process Design, Program Management, Master Data Management, Vendor Management, SaaS, Strategy, Design Thinking, Business Analysis, Databases, CRM
Education
Chattahoochee Technical College 1992 — 1994
General Studies
Douglas County Comprehensive High School 1989 — 1992
High School
Matthew Stine Matthew Stine's SMART Business Advisory and Consulting Experience May 2004 - May 2007
Job Corporate Development Associate at Splunk
Industry Computer Software
Experience
Splunk May 2015 - Present
Pomona Capital July 2013 - May 2015
J.P. Morgan June 2011 - June 2013
Pegasus Capital Advisors June 2010 - August 2010
Cord Blood Registry May 2009 - August 2009
Mill Creek Capital Advisors, LLC 2007 - 2008
SMART Business Advisory and Consulting May 2004 - May 2007
Skills
Banking, Financial Modeling, Training, Valuation, Private Equity, Investment Banking, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Concentations in Finance, Operations and Information Management
Rotterdam School of Management, Erasmus University 2009 — 2009
Semester Abroad, Operations, Finance
Upper Dublin High School 2003 — 2007
Splunk May 2015 - Present
Pomona Capital July 2013 - May 2015
J.P. Morgan June 2011 - June 2013
Pegasus Capital Advisors June 2010 - August 2010
Cord Blood Registry May 2009 - August 2009
Mill Creek Capital Advisors, LLC 2007 - 2008
SMART Business Advisory and Consulting May 2004 - May 2007
Skills
Banking, Financial Modeling, Training, Valuation, Private Equity, Investment Banking, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics, Concentations in Finance, Operations and Information Management
Rotterdam School of Management, Erasmus University 2009 — 2009
Semester Abroad, Operations, Finance
Upper Dublin High School 2003 — 2007
Gordon Soda Gordon Soda's SMART Business Advisory and Consulting Experience November 1997 - July 2002
Job Senior Ta Manager at Bentley Systems
Industry Accounting
Experience
Bentley Systems November 2012 - Present
Self Employed May 2012 - October 2012
Checkpoint Systems June 2010 - March 2012
Syngenta July 2002 - June 2010
SMART Business Advisory and Consulting November 1997 - July 2002
UHS January 1995 - October 1997
Dollar Financial Group July 1994 - December 1994
Allegheny Health, Education & Research Foundation August 1990 - June 1994
Skills
Accounting, Tax, Financial Reporting, Tax Compliance, SOX, Tax Research, Sarbanes-Oxley Act, Auditing, Income Tax
Education
Villanova University School of Law 1991 — 1995
MS, Taxation
Bloomsburg University of Pennsylvania 1986 — 1990
B.S. in Business Administration, Accounting
Bentley Systems November 2012 - Present
Self Employed May 2012 - October 2012
Checkpoint Systems June 2010 - March 2012
Syngenta July 2002 - June 2010
SMART Business Advisory and Consulting November 1997 - July 2002
UHS January 1995 - October 1997
Dollar Financial Group July 1994 - December 1994
Allegheny Health, Education & Research Foundation August 1990 - June 1994
Skills
Accounting, Tax, Financial Reporting, Tax Compliance, SOX, Tax Research, Sarbanes-Oxley Act, Auditing, Income Tax
Education
Villanova University School of Law 1991 — 1995
MS, Taxation
Bloomsburg University of Pennsylvania 1986 — 1990
B.S. in Business Administration, Accounting
Christina Ozawa Christina Ozawa's SMART Business Advisory and Consulting Experience January 2008 - February 2009
Job at
Industry Accounting
Experience
Takeda Pharmaceuticals June 2014 - Present
Takeda Pharmaceuticals August 2012 - Present
Miller, Cooper & Co., Ltd. July 2009 - August 2012
SMART Business Advisory and Consulting January 2008 - February 2009
Law Offices of Bryan A. Gutraj, CPA January 2007 - December 2007
Skills
Income Tax, Tax Compliance, Software Training, Tax, Tax Preparation, Accounting, Corporate Tax, Account Reconciliation, Tax Accounting, Tax Research, GAAP, General Ledger, Financial Reporting
Education
DePaul University 2004 — 2007
Bachelor of Science, Accounting
Clemson University 2002 — 2004
Takeda Pharmaceuticals June 2014 - Present
Takeda Pharmaceuticals August 2012 - Present
Miller, Cooper & Co., Ltd. July 2009 - August 2012
SMART Business Advisory and Consulting January 2008 - February 2009
Law Offices of Bryan A. Gutraj, CPA January 2007 - December 2007
Skills
Income Tax, Tax Compliance, Software Training, Tax, Tax Preparation, Accounting, Corporate Tax, Account Reconciliation, Tax Accounting, Tax Research, GAAP, General Ledger, Financial Reporting
Education
DePaul University 2004 — 2007
Bachelor of Science, Accounting
Clemson University 2002 — 2004
Courtney Boomgaard, CPA's SMART Business Advisory and Consulting Experience June 2009 - August 2009
Job Senior Tax Analyst at Takata
Industry Accounting
Experience
Takata November 2013 - Present
Grant Thornton LLP November 2010 - October 2013
Grant Thornton LLP January 2009 - October 2010
Big Brothers Big Sisters August 2006 - May 2010
SMART Business Advisory and Consulting June 2009 - August 2009
Skills
Tax, Income Tax, Tax Accounting, CPA, International Tax, Tax Preparation, Corporate Tax, Financial Statements, Tax Research, Financial Reporting
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MBA
Loyola University Chicago 2006 — 2010
BBA, Accounting
Takata November 2013 - Present
Grant Thornton LLP November 2010 - October 2013
Grant Thornton LLP January 2009 - October 2010
Big Brothers Big Sisters August 2006 - May 2010
SMART Business Advisory and Consulting June 2009 - August 2009
Skills
Tax, Income Tax, Tax Accounting, CPA, International Tax, Tax Preparation, Corporate Tax, Financial Statements, Tax Research, Financial Reporting
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MBA
Loyola University Chicago 2006 — 2010
BBA, Accounting
Joseph Morris's SMART Business Advisory and Consulting Experience September 1997 - September 2000
Job Managing Director at Private Capital Research, LLC
Industry Venture Capital & Private Equity
Experience
Private Capital Research, LLC June 2007 - Present
Haverford Capital Advisors Inc. September 2000 - January 2007
SMART Business Advisory and Consulting September 1997 - September 2000
Skills
Mergers & Acquisitions, Private Equity, Valuation, Corporate Finance, Investment Banking, Restructuring, Strategy, Investments, Capital, Recapitalizations, Financial Advisory, Buyouts, Strategic Planning, Consulting, Management
Education
Temple University - Fox School of Business and Management 1999 — 2002
MBA, Finance
Cabrini College 1993 — 1997
BS, Accounting and Finance
Private Capital Research, LLC June 2007 - Present
Haverford Capital Advisors Inc. September 2000 - January 2007
SMART Business Advisory and Consulting September 1997 - September 2000
Skills
Mergers & Acquisitions, Private Equity, Valuation, Corporate Finance, Investment Banking, Restructuring, Strategy, Investments, Capital, Recapitalizations, Financial Advisory, Buyouts, Strategic Planning, Consulting, Management
Education
Temple University - Fox School of Business and Management 1999 — 2002
MBA, Finance
Cabrini College 1993 — 1997
BS, Accounting and Finance
Julie Kiley Julie Kiley's SMART Business Advisory and Consulting Experience February 2007 - June 2007
Job Chief Enterprise Architect
Industry Information Technology and Services
Experience
Philidor Rx Services VP Enterprise ArchitectureBrandywine GlobalJanuary 2014 - April 2015
Brandywine Global May 2012 - December 2013
Ceridian January 2010 - May 2012
SEI Investments 2008 - January 2010
Berwind Corporation November 2005 - September 2008
NetPlus Marketing June 2007 - February 2008
SMART Business Advisory and Consulting February 2007 - June 2007
Kiley Consulting 2005 - 2007
Ceridian June 2004 - November 2005
Astra Zeneca January 2003 - June 2004
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, .NET, ASP.NET, Databases, Integration, C#, Software Development, Requirements Analysis, SQL, XML, Data Warehousing, Enterprise Architecture, Web Services, Oracle, Software Project..., Visual Studio, Web Applications, VB.NET, Enterprise Content..., Data Architecture, Information Architecture, Business Process..., Solutions Architecture, Systems Development, Strategic Planning, Strategic Execution, Systems Integration, Technical Risk..., Security, Enterprise Data..., Business Intelligence, Technology Leadership, Team Building, Process Innovation, Process Reengineering, Governance, Service Oriented..., TOGAF, Enterprise Software, SOA, Solution Architecture
Education
Penn State University 2013 — 2016
Masters (In Progress), Enterprise Architecture
Penn State University 2013 — 2015
Graduate Certificate, Enterprise Architecture
University of Delaware 1986 — 1990
BS, Computer Science
Philidor Rx Services VP Enterprise ArchitectureBrandywine GlobalJanuary 2014 - April 2015
Brandywine Global May 2012 - December 2013
Ceridian January 2010 - May 2012
SEI Investments 2008 - January 2010
Berwind Corporation November 2005 - September 2008
NetPlus Marketing June 2007 - February 2008
SMART Business Advisory and Consulting February 2007 - June 2007
Kiley Consulting 2005 - 2007
Ceridian June 2004 - November 2005
Astra Zeneca January 2003 - June 2004
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, .NET, ASP.NET, Databases, Integration, C#, Software Development, Requirements Analysis, SQL, XML, Data Warehousing, Enterprise Architecture, Web Services, Oracle, Software Project..., Visual Studio, Web Applications, VB.NET, Enterprise Content..., Data Architecture, Information Architecture, Business Process..., Solutions Architecture, Systems Development, Strategic Planning, Strategic Execution, Systems Integration, Technical Risk..., Security, Enterprise Data..., Business Intelligence, Technology Leadership, Team Building, Process Innovation, Process Reengineering, Governance, Service Oriented..., TOGAF, Enterprise Software, SOA, Solution Architecture
Education
Penn State University 2013 — 2016
Masters (In Progress), Enterprise Architecture
Penn State University 2013 — 2015
Graduate Certificate, Enterprise Architecture
University of Delaware 1986 — 1990
BS, Computer Science
Belinda Lusk Belinda Lusk's SMART Business Advisory and Consulting Experience 2004 - 2006
Job Vice President at Beverly Financial Group, Inc.
Industry Financial Services
Experience
Beverly Financial Group, Inc. January 2007 - Present
Smart Business Advisory and Consulting 2004 - 2006
Lincoln Financial Advisors 1995 - 2004
Education
Northern Illinois University
B.S.- Finance
Beverly Financial Group, Inc. January 2007 - Present
Smart Business Advisory and Consulting 2004 - 2006
Lincoln Financial Advisors 1995 - 2004
Education
Northern Illinois University
B.S.- Finance
Paul Pezick Paul Pezick's SMART Business Advisory and Consulting Experience January 2001 - January 2008
Job Currently Seeking Opportunities
Industry Financial Services
Experience
Depuy Synthes May 2015 - July 2015
Radian June 2012 - July 2014
SunGard Higher Education October 2011 - January 2012
CARIE November 2010 - March 2011
Farmers Insurance - 21st Century 2008 - 2009
SMART Business Advisory and Consulting January 2001 - January 2008
OneBeacon Insurance January 1994 - January 2001
Pep Boys January 1990 - January 1994
The Pep Boys January 1988 - January 1990
WELLS FARGO ALARM SERVICES January 1987 - January 1988
Skills
Digital Photography, Financial Analysis, Accounting, Finance, GAAP, Analysis, General Ledger, Budgets, Access, Payroll, Management, Insurance, Strategy, Internal Audit, Process Improvement, Leadership
Education
Drexel University
B.S
Depuy Synthes May 2015 - July 2015
Radian June 2012 - July 2014
SunGard Higher Education October 2011 - January 2012
CARIE November 2010 - March 2011
Farmers Insurance - 21st Century 2008 - 2009
SMART Business Advisory and Consulting January 2001 - January 2008
OneBeacon Insurance January 1994 - January 2001
Pep Boys January 1990 - January 1994
The Pep Boys January 1988 - January 1990
WELLS FARGO ALARM SERVICES January 1987 - January 1988
Skills
Digital Photography, Financial Analysis, Accounting, Finance, GAAP, Analysis, General Ledger, Budgets, Access, Payroll, Management, Insurance, Strategy, Internal Audit, Process Improvement, Leadership
Education
Drexel University
B.S
William Marx William Marx's SMART Business Advisory and Consulting Experience May 2007 - March 2011
Job Partner, Tax Services, Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting May 2007 - March 2011
InfraSource November 2005 - May 2007
Comcast October 2003 - November 2005
PricewaterhouseCoopers 1998 - 2003
Skills
Project Management, Transaction Advisory..., Tax, Income Tax, Corporate Tax, International Tax, Tax Advisory, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Accounting, Mergers & Acquisitions, Finance, Auditing, Tax Law, IFRS, SEC Filings, Tax Returns
Education
University of Tulsa 2002 — 2006
MS, Taxation
Penn State University 1997 — 1998
BS, Accounting
Penn State University 1990 — 1995
BS, Education
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting May 2007 - March 2011
InfraSource November 2005 - May 2007
Comcast October 2003 - November 2005
PricewaterhouseCoopers 1998 - 2003
Skills
Project Management, Transaction Advisory..., Tax, Income Tax, Corporate Tax, International Tax, Tax Advisory, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Accounting, Mergers & Acquisitions, Finance, Auditing, Tax Law, IFRS, SEC Filings, Tax Returns
Education
University of Tulsa 2002 — 2006
MS, Taxation
Penn State University 1997 — 1998
BS, Accounting
Penn State University 1990 — 1995
BS, Education
Anna (Boczar) Nowak, CPA Anna (Boczar) Nowak, CPA's SMART Business Advisory and Consulting Experience May 2004 - April 2006
Job Finance Professional
Industry Financial Services
Experience
Discover Financial Services August 2013 - Present
Xerox June 2012 - August 2013
Xerox August 2009 - June 2012
GE Capital April 2009 - August 2009
Xerox Capital Services July 2007 - April 2009
MidAmerica Bank April 2006 - July 2007
SMART Business Advisory and Consulting May 2004 - April 2006
Skills
Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Internal Audit, Leadership, Microsoft Excel, Portfolio Management, Process Improvement, Risk Management, Strategic Financial...
Education
Loyola University Chicago 2005 — 2010
Master of Business Administration (MBA), Finance, General
Loyola University Chicago 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Discover Financial Services August 2013 - Present
Xerox June 2012 - August 2013
Xerox August 2009 - June 2012
GE Capital April 2009 - August 2009
Xerox Capital Services July 2007 - April 2009
MidAmerica Bank April 2006 - July 2007
SMART Business Advisory and Consulting May 2004 - April 2006
Skills
Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Internal Audit, Leadership, Microsoft Excel, Portfolio Management, Process Improvement, Risk Management, Strategic Financial...
Education
Loyola University Chicago 2005 — 2010
Master of Business Administration (MBA), Finance, General
Loyola University Chicago 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
James Laurich James Laurich's SMART Business Advisory and Consulting Experience 2004 - 2004
Job Controller at Brian Communications
Industry Accounting
Experience
Brian Communications and Realtime Media February 2014 - Present
Smart Devine December 2011 - January 2014
Smart Devine August 2007 - December 2011
McGladrey & Pullen, LLP August 2004 - July 2007
SMART Business Advisory and Consulting 2004 - 2004
SMART Business Advisory and Consulting 2004 - 2004
Skills
Tax Accounting, Tax, Corporate Tax, Accounting, Forensic Accounting, Business Advisory, Financial Reporting, CPA, Tax Returns, Internal Audit, SEC filings, GAAP, Auditing
Education
Loyola College in Maryland 2000 — 2004
BBA, Accounting
Archbishop Wood High School 1996 — 2000
Brian Communications and Realtime Media February 2014 - Present
Smart Devine December 2011 - January 2014
Smart Devine August 2007 - December 2011
McGladrey & Pullen, LLP August 2004 - July 2007
SMART Business Advisory and Consulting 2004 - 2004
SMART Business Advisory and Consulting 2004 - 2004
Skills
Tax Accounting, Tax, Corporate Tax, Accounting, Forensic Accounting, Business Advisory, Financial Reporting, CPA, Tax Returns, Internal Audit, SEC filings, GAAP, Auditing
Education
Loyola College in Maryland 2000 — 2004
BBA, Accounting
Archbishop Wood High School 1996 — 2000
Frank Gramlich Frank Gramlich's SMART Business Advisory and Consulting Experience May 2007 - March 2009
Job Corp & Specialty Banking Manager of Reg & ORM Controls & Reporting Group at TD
Industry Accounting
Experience
TD Bank January 2014 - Present
TD Bank December 2010 - December 2013
Accume Partners July 2010 - December 2010
SMART Business Advisory and Consulting May 2007 - March 2009
Smart & Associates, LLP April 2004 - May 2007
Siegelaub, Lieberman & Associates PA January 2003 - April 2004
Skills
Quickbooks, Excel, Microsoft Money, Internal Audit, SOX, Enterprise Risk..., Due Diligence, Insurance, Financial Reporting, Auditing, Accounting, Internal Controls, General Ledger, Financial Analysis, Financial Accounting, Risk Management, Word, Visio, Microsoft Office, Indirect Lending/Auto..., Sarbanes-Oxley Act, Management, Microsoft Excel, Microsoft Word, QuickBooks
Education
Florida Atlantic University 2001 — 2002
BA, Accounting, Business
TD Bank January 2014 - Present
TD Bank December 2010 - December 2013
Accume Partners July 2010 - December 2010
SMART Business Advisory and Consulting May 2007 - March 2009
Smart & Associates, LLP April 2004 - May 2007
Siegelaub, Lieberman & Associates PA January 2003 - April 2004
Skills
Quickbooks, Excel, Microsoft Money, Internal Audit, SOX, Enterprise Risk..., Due Diligence, Insurance, Financial Reporting, Auditing, Accounting, Internal Controls, General Ledger, Financial Analysis, Financial Accounting, Risk Management, Word, Visio, Microsoft Office, Indirect Lending/Auto..., Sarbanes-Oxley Act, Management, Microsoft Excel, Microsoft Word, QuickBooks
Education
Florida Atlantic University 2001 — 2002
BA, Accounting, Business
Mark Ohnsted Mark Ohnsted's SMART Business Advisory and Consulting Experience June 2007 - April 2009
Job Principal at Findley Davies, Inc.
Industry Human Resources
Experience
Findley Davies, Inc. December 2009 - Present
AllPlans Consulting April 2009 - December 2009
SMART Business Advisory and Consulting June 2007 - April 2009
Lincoln Financial Group August 2002 - June 2007
PricewaterhouseCoopers 1999 - 2002
PwC 1992 - 1999
Wyatt Company 1984 - 1992
Skills
Pensions, Defined Benefit, Retirement, Actuarial Science, Employee Benefits, ERISA, Pension Funds, Insurance, Defined Contribution, Mergers & Acquisitions, Deferred Compensation, Human Resources, Outsourcing, Pension Administration, Retirement Plan..., 401k, Actuarial Consulting, Investments
Education
Saint John's University 1980 — 1984
BS, Mathematics
Findley Davies, Inc. December 2009 - Present
AllPlans Consulting April 2009 - December 2009
SMART Business Advisory and Consulting June 2007 - April 2009
Lincoln Financial Group August 2002 - June 2007
PricewaterhouseCoopers 1999 - 2002
PwC 1992 - 1999
Wyatt Company 1984 - 1992
Skills
Pensions, Defined Benefit, Retirement, Actuarial Science, Employee Benefits, ERISA, Pension Funds, Insurance, Defined Contribution, Mergers & Acquisitions, Deferred Compensation, Human Resources, Outsourcing, Pension Administration, Retirement Plan..., 401k, Actuarial Consulting, Investments
Education
Saint John's University 1980 — 1984
BS, Mathematics
Tim Zavertnik's SMART Business Advisory and Consulting Experience September 2006 - September 2009
Job Business Advisory Services Manager at Grant Thornton
Industry Management Consulting
Experience
Grant Thornton LLP March 2011 - Present
Grant Thornton International Ltd April 2013 - February 2015
LECG October 2009 - February 2011
SMART Business Advisory and Consulting September 2006 - September 2009
SMART Business Advisory and Consulting December 2003 - September 2006
Skills
SharePoint, SDLC, SharePoint Designer, .NET, Visio, Requirements Gathering, SQL, Business Analysis, VB.NET, Plumtree, JavaScript, CSS, Project Planning, User Interface Design, Business Process..., IT Strategy, Database Design, Enterprise Architecture, SSRS, C#, Web Services, Requirements Analysis, WebCenter Interaction, Aqualogic User..., Google Analytics, Custom Web Parts, Process Automation, Web Applications, Web Development, Governance, Web 2.0, XSL, jQuery, CAML, InfoPath, XSLT, Visual Studio, Windows Sharepoint..., Microsoft Office..., Visual Basic, ASP.NET, Project Management, Change Management, Project Status Reporting
Education
Florida State University - College of Business 2000 — 2003
MIS, Business
Loyola University New Orleans 1999 — 2000
ACND 1995 — 1999
Grant Thornton LLP March 2011 - Present
Grant Thornton International Ltd April 2013 - February 2015
LECG October 2009 - February 2011
SMART Business Advisory and Consulting September 2006 - September 2009
SMART Business Advisory and Consulting December 2003 - September 2006
Skills
SharePoint, SDLC, SharePoint Designer, .NET, Visio, Requirements Gathering, SQL, Business Analysis, VB.NET, Plumtree, JavaScript, CSS, Project Planning, User Interface Design, Business Process..., IT Strategy, Database Design, Enterprise Architecture, SSRS, C#, Web Services, Requirements Analysis, WebCenter Interaction, Aqualogic User..., Google Analytics, Custom Web Parts, Process Automation, Web Applications, Web Development, Governance, Web 2.0, XSL, jQuery, CAML, InfoPath, XSLT, Visual Studio, Windows Sharepoint..., Microsoft Office..., Visual Basic, ASP.NET, Project Management, Change Management, Project Status Reporting
Education
Florida State University - College of Business 2000 — 2003
MIS, Business
Loyola University New Orleans 1999 — 2000
ACND 1995 — 1999
Nicole Ksiazek Nicole Ksiazek's SMART Business Advisory and Consulting Experience March 2003 - December 2004
Job Senior Manager at McGladrey
Industry Accounting
Experience
McGladrey January 2005 - Present
SMART Business Advisory and Consulting March 2003 - December 2004
XRT 1995 - 2001
Skills
GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, CPA, Income Tax, Consolidation
Education
The Catholic University of America 1990 — 1994
Loyola University Chicago 1993 — 1993
Foreign Study Abroad
Mount Saint Joseph Academy 1986 — 1990
McGladrey January 2005 - Present
SMART Business Advisory and Consulting March 2003 - December 2004
XRT 1995 - 2001
Skills
GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, CPA, Income Tax, Consolidation
Education
The Catholic University of America 1990 — 1994
Loyola University Chicago 1993 — 1993
Foreign Study Abroad
Mount Saint Joseph Academy 1986 — 1990
Adam Grinde's SMART Business Advisory and Consulting Experience June 2006 - December 2008
Job Partner at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP December 2008 - Present
SMART Business Advisory and Consulting June 2006 - December 2008
Deloitte 1994 - 2006
Skills
Auditing, Due Diligence, Accounting, Leadership, International Business, GAAP, Internal Controls, CPA, Tax, US GAAP, Financial Reporting, Corporate Tax
Education
Northern Illinois University 1990 — 1994
BS, Accountancy
Antioch Community High School 1986 — 1990
High School
Baker Tilly Virchow Krause, LLP December 2008 - Present
SMART Business Advisory and Consulting June 2006 - December 2008
Deloitte 1994 - 2006
Skills
Auditing, Due Diligence, Accounting, Leadership, International Business, GAAP, Internal Controls, CPA, Tax, US GAAP, Financial Reporting, Corporate Tax
Education
Northern Illinois University 1990 — 1994
BS, Accountancy
Antioch Community High School 1986 — 1990
High School
Kristina Stroud Kristina Stroud's SMART Business Advisory and Consulting Experience July 2007 - October 2009
Job Senior Accountant
Industry Accounting
Experience
D'Arcangelo & Co., LLP November 2009 - Present
SMART Business Advisory and Consulting July 2007 - October 2009
Education
Philadelphia University 2005 — 2007
Bachelor Degree, Accountant
D'Arcangelo & Co., LLP November 2009 - Present
SMART Business Advisory and Consulting July 2007 - October 2009
Education
Philadelphia University 2005 — 2007
Bachelor Degree, Accountant
Kelly Hanna's SMART Business Advisory and Consulting Experience January 2007 - August 2007
Job Director of Salesforce Operations at SevOne Inc
Industry Marketing and Advertising
Experience
SevOne Inc August 2014 - Present
SevOne Inc November 2012 - Present
SevOne Inc November 2011 - November 2012
Verizon November 2008 - 2010
SMART Business Advisory and Consulting January 2007 - August 2007
O'Neill Properties 2005 - 2006
Skills
Salesforce.com, Marketing, Email Marketing, Social Media, Social Media Marketing, Marketing Communications, Lead Generation, SaaS, Marketing Strategy, CRM, Product Management, E-commerce, Product Marketing, Competitive Analysis, Sales Process, Direct Sales, Account Management, B2B, Strategic Partnerships, Selling, Sales Operations, Go-to-market Strategy, Direct Marketing, B2B Marketing, Solution Selling, Demand Generation, Online Marketing, Sales
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science in Business Administration, Marketing
University of The Arts 2011 — 2012
Web Design
Academy of Notre Dame de Namur 2000 — 2004
SevOne Inc August 2014 - Present
SevOne Inc November 2012 - Present
SevOne Inc November 2011 - November 2012
Verizon November 2008 - 2010
SMART Business Advisory and Consulting January 2007 - August 2007
O'Neill Properties 2005 - 2006
Skills
Salesforce.com, Marketing, Email Marketing, Social Media, Social Media Marketing, Marketing Communications, Lead Generation, SaaS, Marketing Strategy, CRM, Product Management, E-commerce, Product Marketing, Competitive Analysis, Sales Process, Direct Sales, Account Management, B2B, Strategic Partnerships, Selling, Sales Operations, Go-to-market Strategy, Direct Marketing, B2B Marketing, Solution Selling, Demand Generation, Online Marketing, Sales
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science in Business Administration, Marketing
University of The Arts 2011 — 2012
Web Design
Academy of Notre Dame de Namur 2000 — 2004
Richard Niwinski, Jr., CPA Richard Niwinski, Jr., CPA's SMART Business Advisory and Consulting Experience July 2001 - October 2009
Job Controller at Millenium Home Health Care
Industry Accounting
Experience
Millenium Home Health Care January 2012 - Present
HFMA Philadelphia Chapter 2009 - Present
Philadelphia Mountain Biking Association March 2011 - October 2012
St. Joseph's Hospital School of Nursing November 2009 - June 2011
R Niwinski Consulting October 2009 - February 2010
SMART Business Advisory and Consulting July 2001 - October 2009
Dworken, Hillman, LaMorte, and Sterczala, PC July 1998 - June 2001
Heffler, Radetich & Saitta LLP 1995 - 1997
Hechinger 1988 - 1997
Jeanes Hosptial 1992 - 1995
Skills
Auditing, Non-profits, Healthcare, Internal Audit, Insurance, Forensic Accounting, Financial Reporting, Accounting, Financial Analysis, Budgeting, Internal Controls, Quickbooks, General Ledger, Compliance, Audit, Management Consulting, Excel, Budgets, QuickBooks, Microsoft Excel, US GAAP, CPA, Management, Sarbanes-Oxley Act, Cash Flow, Nonprofits, Managerial Finance, Financial Accounting, GAAP, Tax, Payroll, Financial Audits, Financial Statements, Sarbanes-Oxley, Revenue Recognition
Education
La Salle University 1988 — 1992
BS, Accounting
Archbishop Wood High School 1984 — 1988
Millenium Home Health Care January 2012 - Present
HFMA Philadelphia Chapter 2009 - Present
Philadelphia Mountain Biking Association March 2011 - October 2012
St. Joseph's Hospital School of Nursing November 2009 - June 2011
R Niwinski Consulting October 2009 - February 2010
SMART Business Advisory and Consulting July 2001 - October 2009
Dworken, Hillman, LaMorte, and Sterczala, PC July 1998 - June 2001
Heffler, Radetich & Saitta LLP 1995 - 1997
Hechinger 1988 - 1997
Jeanes Hosptial 1992 - 1995
Skills
Auditing, Non-profits, Healthcare, Internal Audit, Insurance, Forensic Accounting, Financial Reporting, Accounting, Financial Analysis, Budgeting, Internal Controls, Quickbooks, General Ledger, Compliance, Audit, Management Consulting, Excel, Budgets, QuickBooks, Microsoft Excel, US GAAP, CPA, Management, Sarbanes-Oxley Act, Cash Flow, Nonprofits, Managerial Finance, Financial Accounting, GAAP, Tax, Payroll, Financial Audits, Financial Statements, Sarbanes-Oxley, Revenue Recognition
Education
La Salle University 1988 — 1992
BS, Accounting
Archbishop Wood High School 1984 — 1988
Sarah Close Sarah Close's SMART Business Advisory and Consulting Experience January 2007 - October 2010
Job Tax at Susquehanna International Group, LLP (SIG)
Industry Accounting
Experience
Susquehanna International Group, LLP (SIG) June 2012 - Present
Brinker, Simpson & Company, L.L.P. October 2010 - May 2012
SMART Business Advisory and Consulting January 2007 - October 2010
Wawa, Inc. June 2004 - August 2006
Skills
Accounting, Tax, Payroll, Tax Compliance, Microsoft Office, Audit, Tax Preparation, Quickbooks, Auditing, Corporate Tax, Tax Accounting
Education
Philadelphia University 2013 — 2017
Master of Science (M.S.), Taxation
Cabrini College 2005 — 2008
Bachelor of Science, Accounting
Archbishop Prendergast High School
Susquehanna International Group, LLP (SIG) June 2012 - Present
Brinker, Simpson & Company, L.L.P. October 2010 - May 2012
SMART Business Advisory and Consulting January 2007 - October 2010
Wawa, Inc. June 2004 - August 2006
Skills
Accounting, Tax, Payroll, Tax Compliance, Microsoft Office, Audit, Tax Preparation, Quickbooks, Auditing, Corporate Tax, Tax Accounting
Education
Philadelphia University 2013 — 2017
Master of Science (M.S.), Taxation
Cabrini College 2005 — 2008
Bachelor of Science, Accounting
Archbishop Prendergast High School
Vladislava Dimov, CPA Vladislava Dimov, CPA's SMART Business Advisory and Consulting Experience June 2009 - August 2009
Job Senior Audit Associate Insurance Services Group
Industry Accounting
Experience
Dixon Hughes Goodman LLP September 2015 - Present
WeiserMazars LLP November 2012 - August 2015
WeiserMazars LLP March 2011 - November 2012
LECG ( former SMART Business Advisory and Consulting) September 2010 - March 2011
AlphaMetrix, LLC August 2009 - September 2010
SMART Business Advisory and Consulting June 2009 - August 2009
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Accounting, US GAAP, Financial Analysis, General Ledger, CPA, IFRS, Tax Preparation, Forensic Accounting, Financial Statements, Internal Audit, External Audit, Account Reconciliation, Due Diligence, Financial Statement..., Tax Research, Financial Modeling, Tax Returns, Corporate Tax, Assurance, Sarbanes-Oxley, Cash Flow, Managerial Finance, Journal Entries, Fixed Assets, Variance Analysis, Financial Audits, Enterprise Risk..., Business Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master, Accounting
American University in Bulgaria 2002 — 2007
Bachelor, Business Administration
Dixon Hughes Goodman LLP September 2015 - Present
WeiserMazars LLP November 2012 - August 2015
WeiserMazars LLP March 2011 - November 2012
LECG ( former SMART Business Advisory and Consulting) September 2010 - March 2011
AlphaMetrix, LLC August 2009 - September 2010
SMART Business Advisory and Consulting June 2009 - August 2009
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Accounting, US GAAP, Financial Analysis, General Ledger, CPA, IFRS, Tax Preparation, Forensic Accounting, Financial Statements, Internal Audit, External Audit, Account Reconciliation, Due Diligence, Financial Statement..., Tax Research, Financial Modeling, Tax Returns, Corporate Tax, Assurance, Sarbanes-Oxley, Cash Flow, Managerial Finance, Journal Entries, Fixed Assets, Variance Analysis, Financial Audits, Enterprise Risk..., Business Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master, Accounting
American University in Bulgaria 2002 — 2007
Bachelor, Business Administration
John Severino John Severino's SMART Business Advisory and Consulting Experience 2004 - 2006
Job Certified Property Tax Professional
Industry Defense & Space
Experience
Lockheed Martin August 2011 - May 2015
US Navy 1981 - 2011
Comcast 2006 - 2009
SMART Business Advisory and Consulting 2004 - 2006
PricewaterhouseCoopers 1999 - 2004
EY 1998 - 1999
Fair Value / Valuation Counselors 1992 - 1998
Skills
Corporate Tax, Auditing, DoD, Risk Management, Budgets, Sarbanes-Oxley Act, Analysis, Process Improvement, GAAP, Government, Government Contracting, Leadership, Internal Audit, Project Planning, Management, Strategic Planning, Earned Value Management, Leadership Development, Program Management, Public Speaking, Team Building, Top Secret, Training, Nonprofits
Education
National Defense University 2006 — 2007
Graduate, Advanced Joint Professional Military Education
Naval War College 1992 — 1996
Graduate, College of Continuing Education
Pacific Western University 1992 — 1993
Master of Business Administration (MBA)
United States Naval Academy 1977 — 1981
Bachelor of Science (BS)
Lockheed Martin August 2011 - May 2015
US Navy 1981 - 2011
Comcast 2006 - 2009
SMART Business Advisory and Consulting 2004 - 2006
PricewaterhouseCoopers 1999 - 2004
EY 1998 - 1999
Fair Value / Valuation Counselors 1992 - 1998
Skills
Corporate Tax, Auditing, DoD, Risk Management, Budgets, Sarbanes-Oxley Act, Analysis, Process Improvement, GAAP, Government, Government Contracting, Leadership, Internal Audit, Project Planning, Management, Strategic Planning, Earned Value Management, Leadership Development, Program Management, Public Speaking, Team Building, Top Secret, Training, Nonprofits
Education
National Defense University 2006 — 2007
Graduate, Advanced Joint Professional Military Education
Naval War College 1992 — 1996
Graduate, College of Continuing Education
Pacific Western University 1992 — 1993
Master of Business Administration (MBA)
United States Naval Academy 1977 — 1981
Bachelor of Science (BS)
Ian Gillen Ian Gillen's SMART Business Advisory and Consulting Experience 2004 - 2007
Job at Ernst & Young
Industry Insurance
Experience
Ernst & Young May 2010 - Present
QBE the Americas December 2007 - May 2010
Selective Insurance 2007 - 2008
SMART Business Advisory and Consulting 2004 - 2007
Education
Lehigh University 2000 — 2004
B.S., Accounting, Finance, Marketing
Ernst & Young May 2010 - Present
QBE the Americas December 2007 - May 2010
Selective Insurance 2007 - 2008
SMART Business Advisory and Consulting 2004 - 2007
Education
Lehigh University 2000 — 2004
B.S., Accounting, Finance, Marketing
Lou Brothers Lou Brothers's SMART Business Advisory and Consulting Experience February 2005 - January 2006
Job Senior Manager | Insurance at West Monroe Partners
Industry Management Consulting
Experience
West Monroe Partners January 2015 - Present
WeiserMazars LLP October 2010 - January 2015
LECG September 2006 - October 2010
SMART Business Advisory and Consulting February 2005 - January 2006
Independence Blue Cross 2006 - 2006
Independence Blue Cross January 2003 - February 2005
Merck July 2002 - December 2002
Skills
Business Analysis, Business Process..., Process Improvement, Project Management, Data Analysis, Management Consulting, Change Management, Visio, Banking, Business Strategy, Strategy, Finance, Vendor Management, Financial Reporting, Leadership, Management, Analysis, Program Management, Mergers & Acquisitions, Accounting, Executive Management, Business Process
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specialties in Leadership and Strategy, Valedictorian
Penn State University 1999 — 2002
B.S., Management Science & Information Systems
West Monroe Partners January 2015 - Present
WeiserMazars LLP October 2010 - January 2015
LECG September 2006 - October 2010
SMART Business Advisory and Consulting February 2005 - January 2006
Independence Blue Cross 2006 - 2006
Independence Blue Cross January 2003 - February 2005
Merck July 2002 - December 2002
Skills
Business Analysis, Business Process..., Process Improvement, Project Management, Data Analysis, Management Consulting, Change Management, Visio, Banking, Business Strategy, Strategy, Finance, Vendor Management, Financial Reporting, Leadership, Management, Analysis, Program Management, Mergers & Acquisitions, Accounting, Executive Management, Business Process
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specialties in Leadership and Strategy, Valedictorian
Penn State University 1999 — 2002
B.S., Management Science & Information Systems
Matt Zielenbach Matt Zielenbach's SMART Business Advisory and Consulting Experience June 2001 - March 2008
Job Director, Xfinity Home at Comcast
Industry Telecommunications
Experience
Comcast March 2014 - Present
Comcast June 2012 - March 2014
Yell Group / HIBU March 2008 - July 2012
SMART Business Advisory and Consulting June 2001 - March 2008
VerticalNet June 2000 - May 2001
Skills
Business Analysis, SDLC, Change Management, Portfolio Management, Product Lifecycle..., Team Management, Process Improvement, Business Process..., Project Management, Management Consulting, Program Management, Vendor Management, Strategic Planning, Risk Management, Team Leadership, Sarbanes-Oxley Act, Analysis, IT Strategy, Cross-functional Team..., Budgets, Business Process, Integration, Strategy, Finance, Product Development, Analytics, Management, Start-ups, Business Development, Forecasting, Team Building, Business Strategy, Mergers & Acquisitions, IT Management, Project Planning, Competitive Analysis, Leadership, ERP, E-commerce, Project Delivery, CRM, Product Management
Education
Villanova University 2008 — 2011
MBA, Business Administration - Finance Concentration
Saint Joseph's University 1996 — 2000
BS, Management Information Systems
Comcast March 2014 - Present
Comcast June 2012 - March 2014
Yell Group / HIBU March 2008 - July 2012
SMART Business Advisory and Consulting June 2001 - March 2008
VerticalNet June 2000 - May 2001
Skills
Business Analysis, SDLC, Change Management, Portfolio Management, Product Lifecycle..., Team Management, Process Improvement, Business Process..., Project Management, Management Consulting, Program Management, Vendor Management, Strategic Planning, Risk Management, Team Leadership, Sarbanes-Oxley Act, Analysis, IT Strategy, Cross-functional Team..., Budgets, Business Process, Integration, Strategy, Finance, Product Development, Analytics, Management, Start-ups, Business Development, Forecasting, Team Building, Business Strategy, Mergers & Acquisitions, IT Management, Project Planning, Competitive Analysis, Leadership, ERP, E-commerce, Project Delivery, CRM, Product Management
Education
Villanova University 2008 — 2011
MBA, Business Administration - Finance Concentration
Saint Joseph's University 1996 — 2000
BS, Management Information Systems
Megan (Fitzgerald) Crawford's SMART Business Advisory and Consulting Experience February 2007 - July 2008
Job Thanks for stopping by.
Industry Staffing and Recruiting
Experience
Jacquette Consulting August 2011 - Present
Deloitte Consulting June 2010 - August 2011
Resources Global Professionals July 2008 - June 2010
SMART Business Advisory and Consulting February 2007 - July 2008
HRAdvantage October 2004 - January 2007
Booz Allen Hamilton October 2003 - October 2004
Skills
Talent Acquisition, Sense of Humor, Recruiting, College Recruiting, Strategy, Business Development, Executive Management, Talent Management, Internet Recruiting, Technical Recruiting, Onboarding, Performance Management, Applicant Tracking..., Executive Search, Sourcing, Marketing, Management, Hiring, Process Improvement, Business Analysis, Start-ups, Team Management, Professional Services, Consulting
Education
Kutztown University of Pennsylvania 1999 — 2002
Bachelor of Arts (B.A.)
Archmere Academy 1993 — 1997
Jacquette Consulting August 2011 - Present
Deloitte Consulting June 2010 - August 2011
Resources Global Professionals July 2008 - June 2010
SMART Business Advisory and Consulting February 2007 - July 2008
HRAdvantage October 2004 - January 2007
Booz Allen Hamilton October 2003 - October 2004
Skills
Talent Acquisition, Sense of Humor, Recruiting, College Recruiting, Strategy, Business Development, Executive Management, Talent Management, Internet Recruiting, Technical Recruiting, Onboarding, Performance Management, Applicant Tracking..., Executive Search, Sourcing, Marketing, Management, Hiring, Process Improvement, Business Analysis, Start-ups, Team Management, Professional Services, Consulting
Education
Kutztown University of Pennsylvania 1999 — 2002
Bachelor of Arts (B.A.)
Archmere Academy 1993 — 1997
John Saitta John Saitta's SMART Business Advisory and Consulting Experience June 2006 - January 2008
Job Manager for Business Development and Capture at Systems Application & Technologies, Inc. (SATECH)
Industry Defense & Space
Experience
SA-TECH February 2008 - Present
United States Marine Corps December 1992 - Present
SMART Business Advisory and Consulting June 2006 - January 2008
CENTRA Technology, Inc December 2004 - June 2006
Skills
Project Management, Security Clearance, Military, Strategic Planning, Microsoft Excel, DoD, Microsoft Office, Six Sigma, Balanced Scorecard, Iso 9000, Military Operations, Miller Heiman, Military Affairs, Marketing Strategy, National Security, National Security..., Strategic Policy..., Intelligence Analysis, Competitive Intelligence, Security Management, Physical Security, New Business Development, Business Development..., Anti-Terrorism/Force..., Process Improvement, Counterterrorism, Event Management, Information Assurance, Navy, Writing, Defense, Team Leadership, Engaging Speaker, Program Management, Counterinsurgency, Proposal Writing, Top Secret, Operational Planning, Government Contracting, Tactics, Leadership, Army, Afghanistan, Homeland Security, Force Protection, C4ISR, Military Experience, Weapons, Air Force, Intelligence Community
Education
UNC Chapel Hill 1986 — 1992
Bachelor of Arts (BA), International/Global Studies
Defense Language Institute 1993 — 1994
Associate's degree, Arabic Studies
Marine Corps University 2011 — 2013
Associate of Arts (AA) equiv., Command & Staff - Military National Resource Strategy and Policy, 98
National Intelligence University 2004 — 2006
Master of Science (MS), Military Strategic Intelligence
SA-TECH February 2008 - Present
United States Marine Corps December 1992 - Present
SMART Business Advisory and Consulting June 2006 - January 2008
CENTRA Technology, Inc December 2004 - June 2006
Skills
Project Management, Security Clearance, Military, Strategic Planning, Microsoft Excel, DoD, Microsoft Office, Six Sigma, Balanced Scorecard, Iso 9000, Military Operations, Miller Heiman, Military Affairs, Marketing Strategy, National Security, National Security..., Strategic Policy..., Intelligence Analysis, Competitive Intelligence, Security Management, Physical Security, New Business Development, Business Development..., Anti-Terrorism/Force..., Process Improvement, Counterterrorism, Event Management, Information Assurance, Navy, Writing, Defense, Team Leadership, Engaging Speaker, Program Management, Counterinsurgency, Proposal Writing, Top Secret, Operational Planning, Government Contracting, Tactics, Leadership, Army, Afghanistan, Homeland Security, Force Protection, C4ISR, Military Experience, Weapons, Air Force, Intelligence Community
Education
UNC Chapel Hill 1986 — 1992
Bachelor of Arts (BA), International/Global Studies
Defense Language Institute 1993 — 1994
Associate's degree, Arabic Studies
Marine Corps University 2011 — 2013
Associate of Arts (AA) equiv., Command & Staff - Military National Resource Strategy and Policy, 98
National Intelligence University 2004 — 2006
Master of Science (MS), Military Strategic Intelligence
Frank Pecht Frank Pecht's SMART Business Advisory and Consulting Experience 2001 - 2002
Job
Industry
Experience
Maven Management LLC 2013 - Present
FITECH Consultants 2013 - Present
Citadel Risk 2007 - 2013
SMART Business Advisory and Consulting 2001 - 2002
Education
Saint Joseph's University 1997 — 2001
Bachelor of Science (B.S.), Finance
Maven Management LLC 2013 - Present
FITECH Consultants 2013 - Present
Citadel Risk 2007 - 2013
SMART Business Advisory and Consulting 2001 - 2002
Education
Saint Joseph's University 1997 — 2001
Bachelor of Science (B.S.), Finance
William T. Maun William T. Maun's SMART Business Advisory and Consulting Experience April 2006 - September 2007
Job Manager IT at SMART DEVINE
Industry Information Technology and Services
Experience
SMART DEVINE February 2014 - Present
Evolve IP December 2011 - February 2014
ePlus June 2011 - December 2011
LECG (Formerly SMART Business Advisory and Consulting) September 2007 - May 2011
SMART Business Advisory and Consulting April 2006 - September 2007
Ostroff, Fair & Company, P.C. February 2002 - March 2006
LarsonAllen 2006 - 2006
Skills
Virtualization, Managed Services, Disaster Recovery, Cisco, Active Directory, Cisco Technologies, VMware, Cloud Computing, Security, Networking, Data Center, IT Strategy, Troubleshooting, Telecommunications, Integration, System Deployment, IP, VoIP, Network Security, Network Design, Servers, Firewalls, WAN, Switches, LAN-WAN, Unified Communications, VPN, MPLS, Network Architecture, Routing, Network Engineering, Citrix, Routers
Education
Drexel University 1998 — 2000
MS
Penn State University 1991 — 1997
Liberal Arts
SMART DEVINE February 2014 - Present
Evolve IP December 2011 - February 2014
ePlus June 2011 - December 2011
LECG (Formerly SMART Business Advisory and Consulting) September 2007 - May 2011
SMART Business Advisory and Consulting April 2006 - September 2007
Ostroff, Fair & Company, P.C. February 2002 - March 2006
LarsonAllen 2006 - 2006
Skills
Virtualization, Managed Services, Disaster Recovery, Cisco, Active Directory, Cisco Technologies, VMware, Cloud Computing, Security, Networking, Data Center, IT Strategy, Troubleshooting, Telecommunications, Integration, System Deployment, IP, VoIP, Network Security, Network Design, Servers, Firewalls, WAN, Switches, LAN-WAN, Unified Communications, VPN, MPLS, Network Architecture, Routing, Network Engineering, Citrix, Routers
Education
Drexel University 1998 — 2000
MS
Penn State University 1991 — 1997
Liberal Arts
Yuen May Cho Yuen May Cho's SMART Business Advisory and Consulting Experience April 2008 - July 2009
Job Sales is a Passion not a Job at Comcast
Industry Telecommunications
Experience
Comcast May 2015 - Present
Comcast October 2012 - May 2015
Comcast February 2011 - October 2012
Comcast Cable February 2010 - January 2011
SMART Business Advisory and Consulting April 2008 - July 2009
GlaxoSmithKline September 2006 - March 2007
Skills
Marketing Strategy, Analysis, Competitive Analysis, Forecasting, Customer Retention, Salesforce.com, Project Management, Program Management, Advertising, Budgets, Leadership, Management, Marketing, Process Improvement, CRM, Project Planning
Education
Drexel University 2003 — 2008
BSBA, Marketing, International Business, Retail Management
Drexel University - LeBow College of Business 2003 — 2008
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Comcast May 2015 - Present
Comcast October 2012 - May 2015
Comcast February 2011 - October 2012
Comcast Cable February 2010 - January 2011
SMART Business Advisory and Consulting April 2008 - July 2009
GlaxoSmithKline September 2006 - March 2007
Skills
Marketing Strategy, Analysis, Competitive Analysis, Forecasting, Customer Retention, Salesforce.com, Project Management, Program Management, Advertising, Budgets, Leadership, Management, Marketing, Process Improvement, CRM, Project Planning
Education
Drexel University 2003 — 2008
BSBA, Marketing, International Business, Retail Management
Drexel University - LeBow College of Business 2003 — 2008
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Andrew Levin, ASA, MAAA's SMART Business Advisory and Consulting Experience June 2008 - August 2008
Job Associate Actuary at Fortegra
Industry Financial Services
Experience
Fortegra December 2013 - Present
Transamerica March 2011 - November 2013
Coventry Health Care October 2010 - March 2011
AEGON December 2009 - September 2010
SMART Business Advisory and Consulting June 2008 - August 2008
ING June 2007 - August 2007
Auntie Anne's, Inc. May 2006 - August 2006
Skills
Actuarial, Actuarial Science, Economics, Modeling, Mathematics, Actuaries, Insurance, MoSes, Financial Reporting, Financial Risk
Education
Lebanon Valley College 2005 — 2009
Bachelor of Science, Actuarial Science and Economics
Fortegra December 2013 - Present
Transamerica March 2011 - November 2013
Coventry Health Care October 2010 - March 2011
AEGON December 2009 - September 2010
SMART Business Advisory and Consulting June 2008 - August 2008
ING June 2007 - August 2007
Auntie Anne's, Inc. May 2006 - August 2006
Skills
Actuarial, Actuarial Science, Economics, Modeling, Mathematics, Actuaries, Insurance, MoSes, Financial Reporting, Financial Risk
Education
Lebanon Valley College 2005 — 2009
Bachelor of Science, Actuarial Science and Economics
Caitlin Behrens Caitlin Behrens's SMART Business Advisory and Consulting Experience 2007 - 2010
Job Director at RBS Markets and International Banking
Industry Investment Banking
Experience
RBS Markets and International Banking 2010 - Present
SMART Business Advisory and Consulting 2007 - 2010
National Kidney Foundation 2006 - 2007
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Risk Management, Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Management
Education
Drexel University 2005 — 2007
Master of Business Administration (MBA), Investments and Securities
University of Mary Washington 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
RBS Markets and International Banking 2010 - Present
SMART Business Advisory and Consulting 2007 - 2010
National Kidney Foundation 2006 - 2007
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Risk Management, Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Management
Education
Drexel University 2005 — 2007
Master of Business Administration (MBA), Investments and Securities
University of Mary Washington 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Cynthia N. Skrodzki Cynthia N. Skrodzki's SMART Business Advisory and Consulting Experience March 2006 - October 2007
Job Senior Business Analyst at American Medical Association
Industry Information Technology and Services
Experience
American Medical Association January 2008 - April 2013
SMART Business Advisory and Consulting March 2006 - October 2007
EDS Wisconsin TXIX March 2003 - March 2006
Education
Purdue University Calumet 1994 — 1998
Bachelor of Science (B.S.), Systems Analysis and Design
Illinois Wesleyan University 1993 — 1994
American Medical Association January 2008 - April 2013
SMART Business Advisory and Consulting March 2006 - October 2007
EDS Wisconsin TXIX March 2003 - March 2006
Education
Purdue University Calumet 1994 — 1998
Bachelor of Science (B.S.), Systems Analysis and Design
Illinois Wesleyan University 1993 — 1994
Joam Singh's SMART Business Advisory and Consulting Experience 2006 - 2009
Job Accounting and Compliance Manager The Reinvestment Fund
Industry Accounting
Experience
The Reinvestment Fund June 2015 - Present
Novak Francella LLC December 2011 - May 2015
Novak Francella LLC September 2009 - December 2011
SMART Business Advisory and Consulting 2006 - 2009
Vereon Group 2003 - 2006
Skills
Internal Controls, Auditing, Accounting, Financial Reporting, General Ledger, QuickBooks, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Financial Accounting
Education
Temple University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Community College of Philadelphia 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
The Reinvestment Fund June 2015 - Present
Novak Francella LLC December 2011 - May 2015
Novak Francella LLC September 2009 - December 2011
SMART Business Advisory and Consulting 2006 - 2009
Vereon Group 2003 - 2006
Skills
Internal Controls, Auditing, Accounting, Financial Reporting, General Ledger, QuickBooks, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Financial Accounting
Education
Temple University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Community College of Philadelphia 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Tracey Turner (Clark) Tracey Turner (Clark)'s SMART Business Advisory and Consulting Experience 2004 - 2005
Job Experienced Compliance and Organizational Change Professional
Industry Management Consulting
Experience
PA Consulting Group October 2011 - Present
Tyco International October 2005 - June 2011
SMART Business Advisory and Consulting 2004 - 2005
BearingPoint 2004 - 2004
Rohm and Haas 2003 - 2004
BearingPoint 2003 - 2004
Andersen Business Consulting (Arthur Andersen) 2002 - 2002
Andersen Business Consulting (Arthur Andersen) 2000 - 2002
Bristol-Myers Squibb, Princeton, New Jersey 1997 - 2000
Skills
Project Management, Change Management, Management Consulting, Business Process, Recruiting, Executive Management, Strategy, Program Management, Vendor Management, Management, Process Improvement, Performance Management, Cross-functional Team..., Business Process..., Business Transformation
Education
Gettysburg College 1992 — 1996
The Center for Cross-Cultural Study - Sevilla, Spain 1995 — 1995
PA Consulting Group October 2011 - Present
Tyco International October 2005 - June 2011
SMART Business Advisory and Consulting 2004 - 2005
BearingPoint 2004 - 2004
Rohm and Haas 2003 - 2004
BearingPoint 2003 - 2004
Andersen Business Consulting (Arthur Andersen) 2002 - 2002
Andersen Business Consulting (Arthur Andersen) 2000 - 2002
Bristol-Myers Squibb, Princeton, New Jersey 1997 - 2000
Skills
Project Management, Change Management, Management Consulting, Business Process, Recruiting, Executive Management, Strategy, Program Management, Vendor Management, Management, Process Improvement, Performance Management, Cross-functional Team..., Business Process..., Business Transformation
Education
Gettysburg College 1992 — 1996
The Center for Cross-Cultural Study - Sevilla, Spain 1995 — 1995
Jason Wagner Jason Wagner's SMART Business Advisory and Consulting Experience August 2006 - August 2007
Job Partner at EKS&H
Industry Accounting
Experience
Minds Matter of Denver, Inc. July 2012 - Present
The MyLifeLine.org Cancer Foundation May 2011 - Present
Colorado Department of Revenue - Motor Vehicle Dealer Board August 2010 - Present
EKS&H August 2007 - Present
SMART Business Advisory and Consulting August 2006 - August 2007
Wagner & Associates January 2004 - August 2006
Grant Thornton LLP February 2003 - January 2004
KPMG June 2002 - February 2003
Arthur Andersen January 1994 - June 2002
Skills
Mergers & Acquisitions, Due Diligence, Accounting, Tax, Strategy, Corporate Tax, Leadership, International Tax, Management, Nonprofits, Program Management, Real Estate, Fundraising, Employee Benefits, Project Planning, CPA, SEC filings, Internal Controls, Tax Research, Financial Analysis, Tax Accounting, Mergers, Partnership Taxation, Corporate Finance, Strategic Planning, Private Equity, Auditing, Cash Flow
Education
University of Denver - Sturm College of Law 1993 — 1994
MT, Taxation
Oklahoma State University 1989 — 1993
BSBA, Accounting
Memorial High School
Memorial High School
Minds Matter of Denver, Inc. July 2012 - Present
The MyLifeLine.org Cancer Foundation May 2011 - Present
Colorado Department of Revenue - Motor Vehicle Dealer Board August 2010 - Present
EKS&H August 2007 - Present
SMART Business Advisory and Consulting August 2006 - August 2007
Wagner & Associates January 2004 - August 2006
Grant Thornton LLP February 2003 - January 2004
KPMG June 2002 - February 2003
Arthur Andersen January 1994 - June 2002
Skills
Mergers & Acquisitions, Due Diligence, Accounting, Tax, Strategy, Corporate Tax, Leadership, International Tax, Management, Nonprofits, Program Management, Real Estate, Fundraising, Employee Benefits, Project Planning, CPA, SEC filings, Internal Controls, Tax Research, Financial Analysis, Tax Accounting, Mergers, Partnership Taxation, Corporate Finance, Strategic Planning, Private Equity, Auditing, Cash Flow
Education
University of Denver - Sturm College of Law 1993 — 1994
MT, Taxation
Oklahoma State University 1989 — 1993
BSBA, Accounting
Memorial High School
Memorial High School
Giovanni Cancelliere Giovanni Cancelliere's SMART Business Advisory and Consulting Experience January 2005 - February 2010
Job Business Analyst / Microsoft SharePoint Administrator at BAYADA Home Health Care
Industry Information Technology and Services
Experience
BAYADA Home Health Care March 2010 - Present
SMART Business Advisory and Consulting January 2005 - February 2010
Unisys June 2001 - January 2005
Skills
SharePoint, IT Service Management, Cherwell ITSM, ITIL v3 Foundations..., Business Analysis, HTML, Agile Methodologies, Business Intelligence, IIS, Microsoft SQL Server, InfoPath Forms, Requirements Analysis, SQL, Databases, Requirements Gathering, SDLC, SharePoint Designer, Visio, .NET, SSRS, Project Management, Integration, CRM
Education
La Salle University 1997 — 2001
BS, Finance & MIS
BAYADA Home Health Care March 2010 - Present
SMART Business Advisory and Consulting January 2005 - February 2010
Unisys June 2001 - January 2005
Skills
SharePoint, IT Service Management, Cherwell ITSM, ITIL v3 Foundations..., Business Analysis, HTML, Agile Methodologies, Business Intelligence, IIS, Microsoft SQL Server, InfoPath Forms, Requirements Analysis, SQL, Databases, Requirements Gathering, SDLC, SharePoint Designer, Visio, .NET, SSRS, Project Management, Integration, CRM
Education
La Salle University 1997 — 2001
BS, Finance & MIS
Tia Johnson-Mann Tia Johnson-Mann's SMART Business Advisory and Consulting Experience September 2008 - January 2010
Job Tax Professional
Industry Accounting
Experience
Pep Boys November 2012 - Present
De Lage Landen December 2011 - November 2012
SMART Business Advisory and Consulting September 2008 - January 2010
SMART Business Advisory and Consulting April 1997 - September 2008
Skills
Auditing, Tax, Income Tax, Sales Tax, Fixed Assets, Sales & Use Tax, Analysis, Tax Accounting, Corporate Tax, Tax Research, Accounting, Sarbanes-Oxley Act, CPA, Tax Preparation, General Ledger
Education
Philadelphia University
Bachelor of Science, Business Administration
Pep Boys November 2012 - Present
De Lage Landen December 2011 - November 2012
SMART Business Advisory and Consulting September 2008 - January 2010
SMART Business Advisory and Consulting April 1997 - September 2008
Skills
Auditing, Tax, Income Tax, Sales Tax, Fixed Assets, Sales & Use Tax, Analysis, Tax Accounting, Corporate Tax, Tax Research, Accounting, Sarbanes-Oxley Act, CPA, Tax Preparation, General Ledger
Education
Philadelphia University
Bachelor of Science, Business Administration
Jonathan Stomberger Jonathan Stomberger's SMART Business Advisory and Consulting Experience 2002 - 2010
Job Partner with PwC Health Industries
Industry Management Consulting
Experience
PwC November 2013 - Present
The North Highland Company 2011 - November 2013
Smart Advisory & Consulting June 2002 - December 2010
LECG June 2002 - December 2010
SMART Business Advisory and Consulting 2002 - 2010
Arthur Andersen 1993 - 2002
Andersen Consulting 1989 - 1993
Skills
Management Consulting, Business Process..., Acquisition Integration, IT Strategy, Business Transformation, Mergers, Financial Services, Business Process, Business Intelligence, Change Management, Business Strategy, Financial Reporting, Strategic Planning, SDLC, Integration, Strategy, Program Management, Business Analysis, Analytics, Mergers & Acquisitions, Organizational Design, Process Improvement, Governance, ERP, Business Process..., Consulting, Business Development, Leadership, Management, PMO, Project Portfolio...
Education
Case Western Reserve University 1987 — 1990
Bachelor of Science (B.S.), Business Management (Economics, Operations Research, English, Finance)
Case Western Reserve University 1987 — 1990
Susquehannock High School 1984 — 1986
PwC November 2013 - Present
The North Highland Company 2011 - November 2013
Smart Advisory & Consulting June 2002 - December 2010
LECG June 2002 - December 2010
SMART Business Advisory and Consulting 2002 - 2010
Arthur Andersen 1993 - 2002
Andersen Consulting 1989 - 1993
Skills
Management Consulting, Business Process..., Acquisition Integration, IT Strategy, Business Transformation, Mergers, Financial Services, Business Process, Business Intelligence, Change Management, Business Strategy, Financial Reporting, Strategic Planning, SDLC, Integration, Strategy, Program Management, Business Analysis, Analytics, Mergers & Acquisitions, Organizational Design, Process Improvement, Governance, ERP, Business Process..., Consulting, Business Development, Leadership, Management, PMO, Project Portfolio...
Education
Case Western Reserve University 1987 — 1990
Bachelor of Science (B.S.), Business Management (Economics, Operations Research, English, Finance)
Case Western Reserve University 1987 — 1990
Susquehannock High School 1984 — 1986
Joseph Kurpis Joseph Kurpis's SMART Business Advisory and Consulting Experience December 2008 - July 2010
Job Global Corporate Controller at Hay Group
Industry Accounting
Experience
Hay Group March 2013 - Present
GSI Commerce January 2012 - March 2013
LECG Corp. 2010 - 2011
SMART Business Advisory and Consulting December 2008 - July 2010
Smart Business Advisory and Consulting March 2008 - November 2008
Towers Perrin May 2001 - December 2007
Conrail Inc January 1991 - May 2001
Coopers & Lybrand Consulting 1982 - 1987
Skills
US GAAP, Financial Reporting, SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounting, GAAP, CPA, General Ledger, Consolidation, Internal Audit, Revenue Recognition, Mergers & Acquisitions, Managerial Finance, Auditing, Tax, Sarbanes-Oxley, Acquisition Integration, Financial Accounting, Finance, Forecasting, Cost Accounting, PeopleSoft, Financial Audits, Cash Flow, Financial Statements, Variance Analysis, SEC Filings
Education
King's College
BS, Accounting
Hay Group March 2013 - Present
GSI Commerce January 2012 - March 2013
LECG Corp. 2010 - 2011
SMART Business Advisory and Consulting December 2008 - July 2010
Smart Business Advisory and Consulting March 2008 - November 2008
Towers Perrin May 2001 - December 2007
Conrail Inc January 1991 - May 2001
Coopers & Lybrand Consulting 1982 - 1987
Skills
US GAAP, Financial Reporting, SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounting, GAAP, CPA, General Ledger, Consolidation, Internal Audit, Revenue Recognition, Mergers & Acquisitions, Managerial Finance, Auditing, Tax, Sarbanes-Oxley, Acquisition Integration, Financial Accounting, Finance, Forecasting, Cost Accounting, PeopleSoft, Financial Audits, Cash Flow, Financial Statements, Variance Analysis, SEC Filings
Education
King's College
BS, Accounting
Kristy Heyse Irwin's SMART Business Advisory and Consulting Experience July 2006 - July 2009
Job Director of Strategy & Development, Graduate Business Programs at Villanova University
Industry Higher Education
Experience
Villanova University August 2012 - Present
Villanova University August 2011 - August 2012
Villanova University January 2010 - August 2011
SMART Business Advisory and Consulting July 2006 - July 2009
Guidewire Systems August 2002 - July 2006
Goldman Sachs July 2000 - July 2002
Skills
Training, Program Management, Strategy, Leadership, Project Management, Management, E-Learning, CRM, Business Development, Event Management, Financial Analysis, Marketing, Entrepreneurship, Project Planning, Market Research, Budgets, Recruiting, Forecasting
Education
Villanova University 2011 — 2013
Executive MBA
Georgetown University - The McDonough School of Business 1996 — 2000
BS, Finance & International Business
The Chinese University of Hong Kong 1998 — 1998
Semester Abroad - Business
The Agnes Irwin School 1992 — 1996
High School Diploma
Villanova University August 2012 - Present
Villanova University August 2011 - August 2012
Villanova University January 2010 - August 2011
SMART Business Advisory and Consulting July 2006 - July 2009
Guidewire Systems August 2002 - July 2006
Goldman Sachs July 2000 - July 2002
Skills
Training, Program Management, Strategy, Leadership, Project Management, Management, E-Learning, CRM, Business Development, Event Management, Financial Analysis, Marketing, Entrepreneurship, Project Planning, Market Research, Budgets, Recruiting, Forecasting
Education
Villanova University 2011 — 2013
Executive MBA
Georgetown University - The McDonough School of Business 1996 — 2000
BS, Finance & International Business
The Chinese University of Hong Kong 1998 — 1998
Semester Abroad - Business
The Agnes Irwin School 1992 — 1996
High School Diploma
Jenn Masse Jenn Masse's SMART Business Advisory and Consulting Experience August 2005 - May 2006
Job Project Manager Segment Solutions at VWR
Industry Accounting
Experience
VWR April 2015 - Present
VWR July 2013 - March 2015
VWR February 2011 - June 2013
Elko & Associates January 2007 - February 2011
SMART Business Advisory and Consulting August 2005 - May 2006
Skills
GAAP, Accounting, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, General Ledger, SEC filings, Microsoft Excel, Financial Statements, Accounts Receivable, Budgets, IT Audit, US GAAP
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (MBA)
Saint Joseph's University 2004 — 2008
Bachelor of Science (B.S.), Accounting
VWR April 2015 - Present
VWR July 2013 - March 2015
VWR February 2011 - June 2013
Elko & Associates January 2007 - February 2011
SMART Business Advisory and Consulting August 2005 - May 2006
Skills
GAAP, Accounting, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, General Ledger, SEC filings, Microsoft Excel, Financial Statements, Accounts Receivable, Budgets, IT Audit, US GAAP
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (MBA)
Saint Joseph's University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Chris Barbier Chris Barbier's SMART Business Advisory and Consulting Experience September 2001 - April 2005
Job National Director Investment Management at Yardi Systems
Industry Real Estate
Experience
Yardi May 2015 - Present
The Neat Company March 2013 - May 2015
Smart Devine and Company, LLC August 2011 - March 2013
JP Morgan Chase August 2010 - August 2011
MRI Software LLC (formerly Intuit Real Estate Solutions) January 2010 - June 2010
Intuit Real Estate Solutions April 2005 - January 2010
SMART Business Advisory and Consulting September 2001 - April 2005
Urdang Capital Management 1994 - 2001
E & Y August 1992 - September 1994
Skills
Software Project..., Enterprise Software, Product Management, Real Estate, Real Estate Private..., Commercial Real Estate, Project Portfolio..., Software Implementation, Private Equity, Product Design, Accounting, Professional Services, Microsoft SQL Server, Maconomy, Yardi Property..., MRI Software, Agile & Waterfall..., Waterfalls, Financial Reporting, MS Reporting Services, Business Intelligence, Business Process..., Business Objects, Crystal Xcelsius, User-centered Design, Alternative Investments, Investment Management, Fund Accounting, Fund Administration, CPA, Analysis Services, Property Management, Project Accounting, Financial Analysis, Project Management, Financial Modeling, SaaS, Leadership, Consulting, Analytics, Management, Mergers & Acquisitions, Finance, Financial Services, Portfolio Management, Business Process, Business Analysis
Education
Villanova University 1997 — 1999
MBA, General Businees
La Salle University 1988 — 1992
BS, Accounting, Finance
Yardi May 2015 - Present
The Neat Company March 2013 - May 2015
Smart Devine and Company, LLC August 2011 - March 2013
JP Morgan Chase August 2010 - August 2011
MRI Software LLC (formerly Intuit Real Estate Solutions) January 2010 - June 2010
Intuit Real Estate Solutions April 2005 - January 2010
SMART Business Advisory and Consulting September 2001 - April 2005
Urdang Capital Management 1994 - 2001
E & Y August 1992 - September 1994
Skills
Software Project..., Enterprise Software, Product Management, Real Estate, Real Estate Private..., Commercial Real Estate, Project Portfolio..., Software Implementation, Private Equity, Product Design, Accounting, Professional Services, Microsoft SQL Server, Maconomy, Yardi Property..., MRI Software, Agile & Waterfall..., Waterfalls, Financial Reporting, MS Reporting Services, Business Intelligence, Business Process..., Business Objects, Crystal Xcelsius, User-centered Design, Alternative Investments, Investment Management, Fund Accounting, Fund Administration, CPA, Analysis Services, Property Management, Project Accounting, Financial Analysis, Project Management, Financial Modeling, SaaS, Leadership, Consulting, Analytics, Management, Mergers & Acquisitions, Finance, Financial Services, Portfolio Management, Business Process, Business Analysis
Education
Villanova University 1997 — 1999
MBA, General Businees
La Salle University 1988 — 1992
BS, Accounting, Finance
Gwendelyn Ruff Gwendelyn Ruff's SMART Business Advisory and Consulting Experience August 2002 - April 2005
Job Bridging the Gap between Wawa Customers and Wawa Employees
Industry Retail
Experience
Wawa, Inc. April 2011 - Present
LECG May 2005 - March 2011
SMART Business Advisory and Consulting August 2002 - April 2005
Arthur Andersen February 1999 - July 2002
Skills
College Recruiting, Brand Management, Employer Branding, Talent Acquisition, Talent Management, Go-to-market Strategy, Program Management, New Program Development, Business Revitalization, Brand Revitalization, University Relations, University Recruitment, Human Resources, Mentoring, Coaching, Performance Management, Strategic Planning, Management, Resume Writing, Career Development, New Hire Orientations, Onboarding, Career Counseling, Applicant Tracking..., Policy, Employee Relations, Workforce Planning
Education
Philadelphia University 1997 — 2002
BS, Management / HR Management
Wawa, Inc. April 2011 - Present
LECG May 2005 - March 2011
SMART Business Advisory and Consulting August 2002 - April 2005
Arthur Andersen February 1999 - July 2002
Skills
College Recruiting, Brand Management, Employer Branding, Talent Acquisition, Talent Management, Go-to-market Strategy, Program Management, New Program Development, Business Revitalization, Brand Revitalization, University Relations, University Recruitment, Human Resources, Mentoring, Coaching, Performance Management, Strategic Planning, Management, Resume Writing, Career Development, New Hire Orientations, Onboarding, Career Counseling, Applicant Tracking..., Policy, Employee Relations, Workforce Planning
Education
Philadelphia University 1997 — 2002
BS, Management / HR Management
John Volpe John Volpe's SMART Business Advisory and Consulting Experience 1998 - 2003
Job Owner at JV Brothers Remodeling Inc.
Industry Construction
Experience
JV Brothers Remodeling Inc. November 2011 - Present
Construction 2003 - Present
SMART Business Advisory and Consulting 1998 - 2003
Mathieson Aitken Jemison LLP 1997 - 1998
Skills
Mergers & Acquisitions, Insurance, Internal Audit, Marketing, Project Management, Auditing, Contract Negotiation, Strategic Planning, Accounting, Tax, Management
Education
Cabrini College 1993 — 1997
BS, Accounting, Management Information Systems
LaSalle College High School 1989 — 1993
JV Brothers Remodeling Inc. November 2011 - Present
Construction 2003 - Present
SMART Business Advisory and Consulting 1998 - 2003
Mathieson Aitken Jemison LLP 1997 - 1998
Skills
Mergers & Acquisitions, Insurance, Internal Audit, Marketing, Project Management, Auditing, Contract Negotiation, Strategic Planning, Accounting, Tax, Management
Education
Cabrini College 1993 — 1997
BS, Accounting, Management Information Systems
LaSalle College High School 1989 — 1993
Emily Gutt Emily Gutt's SMART Business Advisory and Consulting Experience 2007 - 2008
Job Retired
Industry Wine and Spirits
Experience
Children's Aid Society June 2008 - August 2008
SMART Business Advisory and Consulting 2007 - 2008
SL Headquarters, New York 1991 - 2006
Skills
Project Management
Education
ITT - Taylor Business Institute
Executive Secretarial Degree, Secretarial Sciences, Business, English
Monmouth University
Psychology, English
SUNY Stony Brook
SUNY Stony BrookPsyc
Psychology
Children's Aid Society June 2008 - August 2008
SMART Business Advisory and Consulting 2007 - 2008
SL Headquarters, New York 1991 - 2006
Skills
Project Management
Education
ITT - Taylor Business Institute
Executive Secretarial Degree, Secretarial Sciences, Business, English
Monmouth University
Psychology, English
SUNY Stony Brook
SUNY Stony BrookPsyc
Psychology
Joe Andrukaitis's SMART Business Advisory and Consulting Experience March 2006 - January 2008
Job Graphic Design and Marketing
Industry Marketing and Advertising
Experience
SciQuest April 2011 - Present
DePaul University June 2010 - December 2011
Visible/Lisa P. Maxwell August 2008 - June 2010
SMART Business Advisory and Consulting March 2006 - January 2008
MNJ Technologies September 2003 - March 2006
Skills
Web Design, HTML, SEO, Social Media, WordPress, InDesign, CSS, CMS, Illustrator, Graphic Design, Photoshop, Newsletters, Blogging, Marketing Communications
Education
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
DePaul University 2009 — 2011
Master of Arts (MA), New Media Studies
SciQuest April 2011 - Present
DePaul University June 2010 - December 2011
Visible/Lisa P. Maxwell August 2008 - June 2010
SMART Business Advisory and Consulting March 2006 - January 2008
MNJ Technologies September 2003 - March 2006
Skills
Web Design, HTML, SEO, Social Media, WordPress, InDesign, CSS, CMS, Illustrator, Graphic Design, Photoshop, Newsletters, Blogging, Marketing Communications
Education
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
DePaul University 2009 — 2011
Master of Arts (MA), New Media Studies
Jennifer Faucett Jennifer Faucett's SMART Business Advisory and Consulting Experience 2005 - 2006
Job Employee Benefits & Executive Compensation Attorney at Waller Lansden Dortch and Davis
Industry Law Practice
Experience
Waller Lansden Dortch and Davis October 2011 - Present
Myasthenia Gravis Foundation of America, Inc. May 2010 - Present
Bryan Cave January 2009 - October 2011
Powell Goldstein LLP January 2007 - December 2008
SMART Business Advisory and Consulting 2005 - 2006
Furman University 1997 - 2001
Skills
Legal Research, Employee Benefits, Executive Pay, Due Diligence, Deferred Compensation, Defined Benefit, ESOP, 409A, Health & Welfare..., SEC filings, ERISA
Education
The University of Alabama School of Law 2002 — 2005
J.D.
Furman University 1997 — 2001
Bachelor of Arts, Political Science
Waller Lansden Dortch and Davis October 2011 - Present
Myasthenia Gravis Foundation of America, Inc. May 2010 - Present
Bryan Cave January 2009 - October 2011
Powell Goldstein LLP January 2007 - December 2008
SMART Business Advisory and Consulting 2005 - 2006
Furman University 1997 - 2001
Skills
Legal Research, Employee Benefits, Executive Pay, Due Diligence, Deferred Compensation, Defined Benefit, ESOP, 409A, Health & Welfare..., SEC filings, ERISA
Education
The University of Alabama School of Law 2002 — 2005
J.D.
Furman University 1997 — 2001
Bachelor of Arts, Political Science
William Stickney's SMART Business Advisory and Consulting Experience November 2002 - March 2011
Job Partner at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting November 2002 - March 2011
PricewaterhouseCoopers 1994 - 2002
Skills
Tax, Corporate Tax, CPA, SEC filings
Education
Villanova University 1995 — 1998
MST, Taxation
Neumann University 1988 — 1991
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting November 2002 - March 2011
PricewaterhouseCoopers 1994 - 2002
Skills
Tax, Corporate Tax, CPA, SEC filings
Education
Villanova University 1995 — 1998
MST, Taxation
Neumann University 1988 — 1991
Jeff Banasiak, PHR, SHRM-CP Jeff Banasiak, PHR, SHRM-CP's SMART Business Advisory and Consulting Experience September 2004 - September 2005
Job HR Business Partner | HRIS Manager | Leading Process Improvement by leveraging HR technology
Industry Human Resources
Experience
Ideal Innovations, Inc. November 2007 - Present
The Washington Post October 2006 - November 2007
AAAS June 2006 - August 2006
USIS September 2005 - April 2006
SMART Business Advisory and Consulting September 2004 - September 2005
Goucher College August 2001 - June 2004
Skills
HRIS, Ultipro, Employee Relations, Onboarding, New Hire Orientations, Training, HR Policies, Talent Management, Interviews, Employment Law, Taleo, Human Resources, Recruiting, Personnel Management, EEO, Applicant Tracking..., E-Verify, Internet Recruiting, Exit Interviews, OFCCP, Compliance, AAP, Job Descriptions, Succession Planning, Job Analysis, Background Checks, Compensation & Benefit, Employee Benefits, Performance Management
Education
George Mason University 2010 — 2010
Certificate
LIU Post 1996 — 2000
Bachelor of Arts
Ideal Innovations, Inc. November 2007 - Present
The Washington Post October 2006 - November 2007
AAAS June 2006 - August 2006
USIS September 2005 - April 2006
SMART Business Advisory and Consulting September 2004 - September 2005
Goucher College August 2001 - June 2004
Skills
HRIS, Ultipro, Employee Relations, Onboarding, New Hire Orientations, Training, HR Policies, Talent Management, Interviews, Employment Law, Taleo, Human Resources, Recruiting, Personnel Management, EEO, Applicant Tracking..., E-Verify, Internet Recruiting, Exit Interviews, OFCCP, Compliance, AAP, Job Descriptions, Succession Planning, Job Analysis, Background Checks, Compensation & Benefit, Employee Benefits, Performance Management
Education
George Mason University 2010 — 2010
Certificate
LIU Post 1996 — 2000
Bachelor of Arts
MaryLynn Kudey MaryLynn Kudey's SMART Business Advisory and Consulting Experience 2004 - January 2011
Job Higher Education Consulting, CSM, PMP
Industry Higher Education
Experience
Smart Devine January 2012 - Present
Grant Thornton LLP March 2011 - January 2012
Grant Thornton LLP (via LECG / SMART Business Advisory and Consulting) 2011 - 2012
LECG SMART 2004 - March 2011
LECG 2004 - March 2011
SMART Business Advisory and Consulting 2004 - January 2011
SMART Advisory and Business Consulting LLC 2004 - 2010
Skills
Business Process..., Process Improvement, Business Analysis, Program Management, Consulting, Human Resources, Higher Education, Management, Management Consulting, Team Building, Project Planning, Integration, SQL, IT Strategy, Access, Project Management, PMP, Training, Strategy, Auditing, Change Management, Admissions, Strategic Planning, ERP
Education
King's College 1978 — 1982
BS, Business Admin
Bishop O'Reilly High School
Bloomsburg University of Pennsylvania
MS, Instructional Technology
Villanova University
Project Management
Smart Devine January 2012 - Present
Grant Thornton LLP March 2011 - January 2012
Grant Thornton LLP (via LECG / SMART Business Advisory and Consulting) 2011 - 2012
LECG SMART 2004 - March 2011
LECG 2004 - March 2011
SMART Business Advisory and Consulting 2004 - January 2011
SMART Advisory and Business Consulting LLC 2004 - 2010
Skills
Business Process..., Process Improvement, Business Analysis, Program Management, Consulting, Human Resources, Higher Education, Management, Management Consulting, Team Building, Project Planning, Integration, SQL, IT Strategy, Access, Project Management, PMP, Training, Strategy, Auditing, Change Management, Admissions, Strategic Planning, ERP
Education
King's College 1978 — 1982
BS, Business Admin
Bishop O'Reilly High School
Bloomsburg University of Pennsylvania
MS, Instructional Technology
Villanova University
Project Management
Christine Gingerich's SMART Business Advisory and Consulting Experience March 2009 - June 2010
Job
Industry Information Technology and Services
Experience
ERT August 2012 - Present
Bank of America Merrill Lynch January 2011 - May 2012
Cozen O'Connor September 2010 - December 2010
SMART Business Advisory and Consulting March 2009 - June 2010
Drexel University Computer Science Department July 2007 - April 2009
Lockheed Martin IS&GS March 2008 - June 2008
Cittone Institute February 2004 - December 2006
Computer Sciences Corporation March 2001 - October 2003
StatementOne.com August 2000 - April 2001
Skills
Windows, DNS, SQL, IIS, SSRS, Windows Server, VMware, Citrix, Oracle, System Administration, Servers, Business Intelligence, Firewalls, Group Policy, Troubleshooting, Microsoft SQL Server, HTML, Linux, System Deployment, Databases, Cisco Technologies, Switches, DHCP, SDLC, Software Installation, Visual Studio, Visio, Xen, Oracle SQL, 3DNS, Production Support, Networking, T-SQL, Integration, IT Management
Education
Drexel University 2007 — 2010
Information Technology, Database, MDX, Business Intelligence
Camden County College 2004 — 2007
BUS, CIS, Business Administration; Information Technology
ERT August 2012 - Present
Bank of America Merrill Lynch January 2011 - May 2012
Cozen O'Connor September 2010 - December 2010
SMART Business Advisory and Consulting March 2009 - June 2010
Drexel University Computer Science Department July 2007 - April 2009
Lockheed Martin IS&GS March 2008 - June 2008
Cittone Institute February 2004 - December 2006
Computer Sciences Corporation March 2001 - October 2003
StatementOne.com August 2000 - April 2001
Skills
Windows, DNS, SQL, IIS, SSRS, Windows Server, VMware, Citrix, Oracle, System Administration, Servers, Business Intelligence, Firewalls, Group Policy, Troubleshooting, Microsoft SQL Server, HTML, Linux, System Deployment, Databases, Cisco Technologies, Switches, DHCP, SDLC, Software Installation, Visual Studio, Visio, Xen, Oracle SQL, 3DNS, Production Support, Networking, T-SQL, Integration, IT Management
Education
Drexel University 2007 — 2010
Information Technology, Database, MDX, Business Intelligence
Camden County College 2004 — 2007
BUS, CIS, Business Administration; Information Technology
Walter Rolle, PMP's SMART Business Advisory and Consulting Experience April 2005 - March 2011
Job Highly experienced and diverse technical consultant that delivers complex IT roadmaps to generate rapid business value.
Industry Information Technology and Services
Experience
RDA Corporation November 2011 - Present
LiquidHub March 2011 - November 2011
SMART Business Advisory and Consulting April 2005 - March 2011
Pitcairn September 2001 - April 2005
IT Consultant Freelance September 2001 - September 2001
Tweeter September 2000 - September 2001
Skills
Business Intelligence, Microsoft SQL Server, Oracle, .NET, Enterprise Architecture, SSIS, SSRS, SQL Server, Analysis Services, CRM, Salesforce.com, NetSuite, Siebel, Sitecore, Project Delivery, Software Project..., Database Design, Agile Project Management, SQL, MS Project, Information Systems..., Information Architecture, Application Architecture, Software Integration, Solution Architecture, Web Development, Web Design, ETL, Web Services, WCF, C#, VB.NET, JavaScript, OBIEE, Java, SharePoint, ASP.NET, ASP.NET MVC, Management Consulting, Data Migration, Microstrategy, Performance Tuning, Microsoft CRM, RFP preparation, Windows Server, Active Directory, TFS, MarkLogic, NoSQL
Education
Drexel University 1999 — 2004
BS Information Science and Technology, Information Science and Technology
High School of Engineering and Science 1996 — 1999
RDA Corporation November 2011 - Present
LiquidHub March 2011 - November 2011
SMART Business Advisory and Consulting April 2005 - March 2011
Pitcairn September 2001 - April 2005
IT Consultant Freelance September 2001 - September 2001
Tweeter September 2000 - September 2001
Skills
Business Intelligence, Microsoft SQL Server, Oracle, .NET, Enterprise Architecture, SSIS, SSRS, SQL Server, Analysis Services, CRM, Salesforce.com, NetSuite, Siebel, Sitecore, Project Delivery, Software Project..., Database Design, Agile Project Management, SQL, MS Project, Information Systems..., Information Architecture, Application Architecture, Software Integration, Solution Architecture, Web Development, Web Design, ETL, Web Services, WCF, C#, VB.NET, JavaScript, OBIEE, Java, SharePoint, ASP.NET, ASP.NET MVC, Management Consulting, Data Migration, Microstrategy, Performance Tuning, Microsoft CRM, RFP preparation, Windows Server, Active Directory, TFS, MarkLogic, NoSQL
Education
Drexel University 1999 — 2004
BS Information Science and Technology, Information Science and Technology
High School of Engineering and Science 1996 — 1999
Brett Claffee's SMART Business Advisory and Consulting Experience June 2007 - October 2008
Job Principal Consultant at Paragon Solutions
Industry Pharmaceuticals
Experience
Paragon Solutions November 2008 - Present
Burlington County College January 2005 - December 2009
SMART Business Advisory and Consulting June 2007 - October 2008
GlaxoSmithKline January 2002 - May 2007
GlaxoSmithKline January 2000 - January 2002
GlaxoSmithKline January 1995 - January 2000
Skills
Change Management, Project Management, R&D, Business Analysis, Lifesciences, Business Process..., Process Improvement, SDLC, Program Management, Process Engineering, Data Analysis, Business Intelligence, Quality Assurance, Six Sigma, SharePoint, Strategic Planning, Requirements Gathering, Management Consulting, Analysis, Project Portfolio..., Business Process..., Document Management, Records Management, Business Process, Digital Archiving, Team Leadership, Strategy, Consulting, Leadership, Management, IT Strategy, Biotechnology, Cross-functional Team..., Information Management, Pharmaceutical Industry, Life Sciences
Education
Lehigh University 1997 — 2001
M.S., Molecular Biology
Bucknell University 1990 — 1994
BA/BA, Biology & Economics
Paragon Solutions November 2008 - Present
Burlington County College January 2005 - December 2009
SMART Business Advisory and Consulting June 2007 - October 2008
GlaxoSmithKline January 2002 - May 2007
GlaxoSmithKline January 2000 - January 2002
GlaxoSmithKline January 1995 - January 2000
Skills
Change Management, Project Management, R&D, Business Analysis, Lifesciences, Business Process..., Process Improvement, SDLC, Program Management, Process Engineering, Data Analysis, Business Intelligence, Quality Assurance, Six Sigma, SharePoint, Strategic Planning, Requirements Gathering, Management Consulting, Analysis, Project Portfolio..., Business Process..., Document Management, Records Management, Business Process, Digital Archiving, Team Leadership, Strategy, Consulting, Leadership, Management, IT Strategy, Biotechnology, Cross-functional Team..., Information Management, Pharmaceutical Industry, Life Sciences
Education
Lehigh University 1997 — 2001
M.S., Molecular Biology
Bucknell University 1990 — 1994
BA/BA, Biology & Economics
Muneeb Ghani's SMART Business Advisory and Consulting Experience 2007 - 2011
Job Senior Manager FSO at EY
Industry Management Consulting
Experience
EY February 2015 - Present
WeiserMazars LLP February 2011 - February 2015
SMART Business Advisory and Consulting 2007 - 2011
Willis 2006 - 2007
Accenture 1997 - 2006
Habib American Bank 1994 - 1996
Skills
Insurance, Planning, General Ledger, Reinsurance, Management Consulting, Business Analysis, Process Engineering, Process Improvement, Business Intelligence, Analysis, Business Strategy, Project Management, Budgets, Management, Accounting, Business Process..., Strategic Financial..., Data Analysis, Change Management, IT Strategy, Property, Financial Analysis, Program Management, Requirements Analysis, Project Portfolio..., Financial Reporting, Financial Services, SDLC, Strategic Planning, Business Transformation, Employee Benefits, Sarbanes-Oxley Act, Software Project..., Integration, PMO, Business Process Design, Banking, Business Process..., ERP, Business Planning, Project Planning, Finance, Consulting, Finance Transformation, SAP, Leadership, Business Process, Data Warehousing
Education
Boston University 2008 — 2009
MSCIS, Masters of Computer Science
Iowa State University 1990 — 1994
BBA, Finance
St Micheals 1989 — 1990
A Levels University of London, UK, A Levels
City School Karachi 1986 — 1987
O levels University of Cambridge, UK, O levels
EY February 2015 - Present
WeiserMazars LLP February 2011 - February 2015
SMART Business Advisory and Consulting 2007 - 2011
Willis 2006 - 2007
Accenture 1997 - 2006
Habib American Bank 1994 - 1996
Skills
Insurance, Planning, General Ledger, Reinsurance, Management Consulting, Business Analysis, Process Engineering, Process Improvement, Business Intelligence, Analysis, Business Strategy, Project Management, Budgets, Management, Accounting, Business Process..., Strategic Financial..., Data Analysis, Change Management, IT Strategy, Property, Financial Analysis, Program Management, Requirements Analysis, Project Portfolio..., Financial Reporting, Financial Services, SDLC, Strategic Planning, Business Transformation, Employee Benefits, Sarbanes-Oxley Act, Software Project..., Integration, PMO, Business Process Design, Banking, Business Process..., ERP, Business Planning, Project Planning, Finance, Consulting, Finance Transformation, SAP, Leadership, Business Process, Data Warehousing
Education
Boston University 2008 — 2009
MSCIS, Masters of Computer Science
Iowa State University 1990 — 1994
BBA, Finance
St Micheals 1989 — 1990
A Levels University of London, UK, A Levels
City School Karachi 1986 — 1987
O levels University of Cambridge, UK, O levels
Kristen McRoberts's SMART Business Advisory and Consulting Experience October 2005 - March 2010
Job Assistant Director of Operations Madison at University of WisconsinMadison
Industry Higher Education
Experience
University of Wisconsin-Madison December 2014 - Present
City Colleges of Chicago January 2012 - Present
City Colleges of Chicago March 2010 - January 2012
SMART Business Advisory and Consulting October 2005 - March 2010
Skills
Accounting, Auditing, Budgets, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, General Ledger, Internal Audit, Internal Controls, Microsoft Excel, Microsoft Office, Sarbanes-Oxley Act, Finance, Account Reconciliation, PeopleSoft, Data Analysis, Process Improvement, Microsoft Word
Education
Loyola University Chicago 2001 — 2005
BBA, Accounting and Marketing
University of Wisconsin-Madison December 2014 - Present
City Colleges of Chicago January 2012 - Present
City Colleges of Chicago March 2010 - January 2012
SMART Business Advisory and Consulting October 2005 - March 2010
Skills
Accounting, Auditing, Budgets, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, General Ledger, Internal Audit, Internal Controls, Microsoft Excel, Microsoft Office, Sarbanes-Oxley Act, Finance, Account Reconciliation, PeopleSoft, Data Analysis, Process Improvement, Microsoft Word
Education
Loyola University Chicago 2001 — 2005
BBA, Accounting and Marketing
Matthew Melinson's SMART Business Advisory and Consulting Experience November 2006 - May 2011
Job Partner, State and Local Tax at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting November 2006 - May 2011
PricewaterhouseCoopers LLP March 1997 - November 2006
Municipal Tax Bureau December 1993 - March 1997
Education
La Salle University
B.S., Accounting
Villanova University
Masters, Taxation
Grant Thornton LLP March 2011 - Present
SMART Business Advisory and Consulting November 2006 - May 2011
PricewaterhouseCoopers LLP March 1997 - November 2006
Municipal Tax Bureau December 1993 - March 1997
Education
La Salle University
B.S., Accounting
Villanova University
Masters, Taxation
Paul Truitt's SMART Business Advisory and Consulting Experience 2004 - 2007
Job Information Risk Professional and Leader
Industry Computer & Network Security
Experience
SageNet August 2015 - Present
Turnberry Solutions March 2014 - August 2015
Vigilant, Inc. January 2014 - March 2014
Wawa, Inc. 2008 - 2014
Vigilant, LLC November 2011 - 2013
Wawa, Inc. April 2008 - March 2012
SMART Business Advisory and Consulting 2004 - 2007
Wilmington Trust 2003 - 2004
SMART Business Advisory and Consulting 2002 - 2003
Arthur Andersen Business Consulting 2000 - 2002
Skills
CISSP, CISA, CISM, Security Policy..., Ethical Hacking, CEH, Computer Forensics, Disaster Recovery, Business Continuity, Computer Security, Enterprise Architecture, Cross-functional Team..., Firewalls, Leadership, Penetration Testing, Security, Information Security, Cloud Computing
Education
Saint Joseph's University 2012 — 2013
Executive Servant Leadership Certificate, Leadership
Widener University 2009 — 2012
MBA, Master of Business Administration
Salisbury University - Perdue School of Business 1997 — 1999
Bachelor of Science, Management Information Systems
University of Maryland College Park 1994 — 1997
Bachelor of Science, Marketing
SageNet August 2015 - Present
Turnberry Solutions March 2014 - August 2015
Vigilant, Inc. January 2014 - March 2014
Wawa, Inc. 2008 - 2014
Vigilant, LLC November 2011 - 2013
Wawa, Inc. April 2008 - March 2012
SMART Business Advisory and Consulting 2004 - 2007
Wilmington Trust 2003 - 2004
SMART Business Advisory and Consulting 2002 - 2003
Arthur Andersen Business Consulting 2000 - 2002
Skills
CISSP, CISA, CISM, Security Policy..., Ethical Hacking, CEH, Computer Forensics, Disaster Recovery, Business Continuity, Computer Security, Enterprise Architecture, Cross-functional Team..., Firewalls, Leadership, Penetration Testing, Security, Information Security, Cloud Computing
Education
Saint Joseph's University 2012 — 2013
Executive Servant Leadership Certificate, Leadership
Widener University 2009 — 2012
MBA, Master of Business Administration
Salisbury University - Perdue School of Business 1997 — 1999
Bachelor of Science, Management Information Systems
University of Maryland College Park 1994 — 1997
Bachelor of Science, Marketing
John Molnar's SMART Business Advisory and Consulting Experience 2001 - 2007
Job Managing Principal at Integrity Consulting
Industry Information Technology and Services
Experience
Integrity Consulting, Inc. 2007 - Present
Integrity Consulting Solutions LLC 2007 - Present
All Hazards Consortium 2009 - 2015
All Hazards Consortium 2009 - 2015
All Hazards Incident Management Teams Association, Inc. 2009 - 2015
All Hazards Consortium 2009 - 2015
SMART June 2002 - November 2007
SMART Business Advisory and Consulting 2001 - 2007
Andersen 1998 - 2001
Computer Sciences Corporation 1988 - 1998
Skills
Management Consulting, Program Management, Strategic Planning, Business Analysis, Project Management, Outsourcing, Business Process..., Risk Assessment, Risk Management, Project Planning, IT Strategy, Process Improvement, Business Transformation, Change Management, Team Building, Management, Integration, Government, Policy, Enterprise Architecture, Military, Team Leadership, SDLC, Leadership, State Government, State & Local..., Information Assurance, Disaster Recovery
Education
University of Maryland College Park 1986 — 1988
Master of Business Administration (MBA), Transportation & Operations Management
Penn State University 1980 — 1982
Bachelor of Science (BS), Business Logistics
Rollins College 1978 — 1980
Business Administration and Management, General
Shady Side Academy 1974 — 1978
Integrity Consulting, Inc. 2007 - Present
Integrity Consulting Solutions LLC 2007 - Present
All Hazards Consortium 2009 - 2015
All Hazards Consortium 2009 - 2015
All Hazards Incident Management Teams Association, Inc. 2009 - 2015
All Hazards Consortium 2009 - 2015
SMART June 2002 - November 2007
SMART Business Advisory and Consulting 2001 - 2007
Andersen 1998 - 2001
Computer Sciences Corporation 1988 - 1998
Skills
Management Consulting, Program Management, Strategic Planning, Business Analysis, Project Management, Outsourcing, Business Process..., Risk Assessment, Risk Management, Project Planning, IT Strategy, Process Improvement, Business Transformation, Change Management, Team Building, Management, Integration, Government, Policy, Enterprise Architecture, Military, Team Leadership, SDLC, Leadership, State Government, State & Local..., Information Assurance, Disaster Recovery
Education
University of Maryland College Park 1986 — 1988
Master of Business Administration (MBA), Transportation & Operations Management
Penn State University 1980 — 1982
Bachelor of Science (BS), Business Logistics
Rollins College 1978 — 1980
Business Administration and Management, General
Shady Side Academy 1974 — 1978
Nicole McCoy's SMART Business Advisory and Consulting Experience 2004 - 2006
Job Assistant Professor of Accountancy at Louisiana Tech University
Industry Accounting
Experience
Louisiana Tech University September 2009 - Present
Smart Business Advisory and Consulting 2004 - 2006
Price Waterhouse Coopers 2000 - 2002
Arthur Andersen July 1997 - August 2000
Skills
Financial Analysis, Internal Audit, Internal Controls
Education
La Salle University - School of Business Administration 1996 — 1997
MBA, MIS
University of North Carolina at Charlotte 1989 — 1994
Southern Illinois University, Carbondale
PhD Candidate, Business Administration Accounting
Louisiana Tech University September 2009 - Present
Smart Business Advisory and Consulting 2004 - 2006
Price Waterhouse Coopers 2000 - 2002
Arthur Andersen July 1997 - August 2000
Skills
Financial Analysis, Internal Audit, Internal Controls
Education
La Salle University - School of Business Administration 1996 — 1997
MBA, MIS
University of North Carolina at Charlotte 1989 — 1994
Southern Illinois University, Carbondale
PhD Candidate, Business Administration Accounting
Jonas Kumpitch's SMART Business Advisory and Consulting Experience January 2004 - May 2008
Job Senior Manager at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte Consulting May 2008 - Present
SMART Business Advisory and Consulting January 2004 - May 2008
Adams Green Group November 2001 - December 2003
AssetTRADE.com 2000 - 2001
AmerisourceBergen January 1999 - September 1999
CSC Healthcare September 1997 - January 1999
APM Management Consulting September 1997 - January 1999
Massachusetts General Hospital February 1996 - September 1997
Walshire Assurance Company September 1993 - September 1995
Skills
Business Transformation, Financial Analysis, Financial Modeling, Financial Reporting, IT Strategy, Management, Risk Management, Management Consulting, Business Process..., Business Planning, Business Intelligence, Business Analysis, Mergers
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Strategy, Finance
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1997
Unmatriculated, Business, Economics
Rensselaer Polytechnic Institute 1989 — 1993
BS, Management
Loomis Chaffee School 1986 — 1989
Eaglebrook School 1984 — 1986
Good Hope School 1976 — 1984
Deloitte Consulting May 2008 - Present
SMART Business Advisory and Consulting January 2004 - May 2008
Adams Green Group November 2001 - December 2003
AssetTRADE.com 2000 - 2001
AmerisourceBergen January 1999 - September 1999
CSC Healthcare September 1997 - January 1999
APM Management Consulting September 1997 - January 1999
Massachusetts General Hospital February 1996 - September 1997
Walshire Assurance Company September 1993 - September 1995
Skills
Business Transformation, Financial Analysis, Financial Modeling, Financial Reporting, IT Strategy, Management, Risk Management, Management Consulting, Business Process..., Business Planning, Business Intelligence, Business Analysis, Mergers
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Strategy, Finance
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1997
Unmatriculated, Business, Economics
Rensselaer Polytechnic Institute 1989 — 1993
BS, Management
Loomis Chaffee School 1986 — 1989
Eaglebrook School 1984 — 1986
Good Hope School 1976 — 1984
Tara Connor's SMART Business Advisory and Consulting Experience 2004 - February 2011
Job Audit Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2013 - Present
WeiserMazars LLP March 2011 - May 2013
Smart and Associates October 2004 - February 2011
SMART Business Advisory and Consulting 2004 - February 2011
Education
Penn State University 1996 — 2000
Accounting
CliftonLarsonAllen June 2013 - Present
WeiserMazars LLP March 2011 - May 2013
Smart and Associates October 2004 - February 2011
SMART Business Advisory and Consulting 2004 - February 2011
Education
Penn State University 1996 — 2000
Accounting
Hugh McClelland's SMART Business Advisory and Consulting Experience 2008 - 2008
Job Associate at LBCW Investments
Industry Investment Management
Experience
LBCW Investments January 2012 - Present
Acrewood Holdings March 2012 - Present
Grant Thornton LLP December 2009 - January 2012
SMART Business Advisory and Consulting 2008 - 2008
McGladrey 2007 - 2007
Skills
Investments, Private Equity, Alternative Investments, Finance, Financial Reporting, Capital Markets, Financial Analysis
Education
Saint Joseph's University 2005 — 2009
Bachelor's of Science: Business Adminstration, Finance
Saint Joseph's University 2005 — 2009
Bachelor's of Science: Business Adminstration, Accounting
Mount Saint Joseph High School 2001 — 2005
High School Diploma
LBCW Investments January 2012 - Present
Acrewood Holdings March 2012 - Present
Grant Thornton LLP December 2009 - January 2012
SMART Business Advisory and Consulting 2008 - 2008
McGladrey 2007 - 2007
Skills
Investments, Private Equity, Alternative Investments, Finance, Financial Reporting, Capital Markets, Financial Analysis
Education
Saint Joseph's University 2005 — 2009
Bachelor's of Science: Business Adminstration, Finance
Saint Joseph's University 2005 — 2009
Bachelor's of Science: Business Adminstration, Accounting
Mount Saint Joseph High School 2001 — 2005
High School Diploma
John Imperiale's SMART Business Advisory and Consulting Experience November 2005 - December 2007
Job Vice President at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps August 2010 - Present
Bryant Park Capital September 2009 - March 2010
SMART Business Advisory and Consulting November 2005 - December 2007
Skills
Valuation, Financial Modeling, Business Valuation, Investment Banking, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Capital Markets, Mergers, Investments, Hedge Funds, Alternative Investments, Derivatives, Equity Research, Private Equity, Equities, Fixed Income, Auditing
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Villanova University 2000 — 2004
BBA, Accounting, Finance
Chaminade High School 1996 — 2000
High School
Duff & Phelps August 2010 - Present
Bryant Park Capital September 2009 - March 2010
SMART Business Advisory and Consulting November 2005 - December 2007
Skills
Valuation, Financial Modeling, Business Valuation, Investment Banking, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Capital Markets, Mergers, Investments, Hedge Funds, Alternative Investments, Derivatives, Equity Research, Private Equity, Equities, Fixed Income, Auditing
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Villanova University 2000 — 2004
BBA, Accounting, Finance
Chaminade High School 1996 — 2000
High School
Knut Meyer's SMART Business Advisory and Consulting Experience 2006 - 2007
Job Managing Director at KM Strategy Consultants
Industry Management Consulting
Experience
KM Strategy Consultants July 2012 - Present
ANN INC. April 2010 - June 2012
The Hackett Group 2008 - 2009
GEP Worldwide 2007 - 2008
SMART Business Advisory and Consulting 2006 - 2007
Everest Group April 2004 - March 2006
KM Strategy Consultants May 2002 - April 2004
Deloitte April 1999 - April 2002
A.T. Kearney 1988 - 1999
Skills
Strategic Sourcing, Outsourcing, Vendor Management, Organizational..., Shared Services, Performance Management, Change Management, Procurement, Business Transformation, Contract Management, Supply Chain Management, Business Strategy, Service Delivery, Program Management, Sourcing, Management, Cross-functional Team..., Global Sourcing, Contract Negotiation
Education
Northwestern University - Kellogg School of Management 1980 — 1982
M.M./ M.B.A., finance/int'l business, management, organizational behavior, 3.5
Universidad Católica Andrés Bello 1973 — 1978
"Economist", economics/finance, real estate
KM Strategy Consultants July 2012 - Present
ANN INC. April 2010 - June 2012
The Hackett Group 2008 - 2009
GEP Worldwide 2007 - 2008
SMART Business Advisory and Consulting 2006 - 2007
Everest Group April 2004 - March 2006
KM Strategy Consultants May 2002 - April 2004
Deloitte April 1999 - April 2002
A.T. Kearney 1988 - 1999
Skills
Strategic Sourcing, Outsourcing, Vendor Management, Organizational..., Shared Services, Performance Management, Change Management, Procurement, Business Transformation, Contract Management, Supply Chain Management, Business Strategy, Service Delivery, Program Management, Sourcing, Management, Cross-functional Team..., Global Sourcing, Contract Negotiation
Education
Northwestern University - Kellogg School of Management 1980 — 1982
M.M./ M.B.A., finance/int'l business, management, organizational behavior, 3.5
Universidad Católica Andrés Bello 1973 — 1978
"Economist", economics/finance, real estate
Chuck Faunce's SMART Business Advisory and Consulting Experience April 2004 - August 2008
Job Director, Business Valuation and Litigation Services at Gorfine, Schiller & Gardyn, PA
Industry Management Consulting
Experience
Gorfine, Schiller & Gardyn, PA May 2011 - Present
RSM McGladrey September 2008 - May 2011
SMART Business Advisory and Consulting April 2004 - August 2008
Navigant Consulting December 1995 - April 2004
Environmental Elements Corp. June 1987 - December 1995
Skills
Business Valuation, Litigation Support, Expert Witness, Commercial Damages...
Education
Loyola College in Maryland 1990 — 1994
MBA
Lehigh University 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering
Upper Dublin HS
Gorfine, Schiller & Gardyn, PA May 2011 - Present
RSM McGladrey September 2008 - May 2011
SMART Business Advisory and Consulting April 2004 - August 2008
Navigant Consulting December 1995 - April 2004
Environmental Elements Corp. June 1987 - December 1995
Skills
Business Valuation, Litigation Support, Expert Witness, Commercial Damages...
Education
Loyola College in Maryland 1990 — 1994
MBA
Lehigh University 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering
Upper Dublin HS
Tammy Cain's SMART Business Advisory and Consulting Experience June 2005 - June 2008
Job Senior Tax Manager at Miller, Cooper & Co., Ltd.
Industry Accounting
Experience
Miller, Cooper & Co., Ltd. June 2008 - Present
SMART Business Advisory and Consulting June 2005 - June 2008
Ernst & Young U.S. LLP 1994 - June 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
M.S., Taxation
Blackburn College 1987 — 1991
B.A., Accounting
Miller, Cooper & Co., Ltd. June 2008 - Present
SMART Business Advisory and Consulting June 2005 - June 2008
Ernst & Young U.S. LLP 1994 - June 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
M.S., Taxation
Blackburn College 1987 — 1991
B.A., Accounting
Rob Gross, CPA's SMART Business Advisory and Consulting Experience 2002 - 2004
Job VP Accounting & Legal FOTOfwd
Industry Marketing and Advertising
Experience
FOTOfwd July 2015 - Present
McCabe Heidrich & Wong January 2010 - June 2015
Hon. Lorraine C. Parker, J.A.D. September 2008 - September 2009
KPMG June 2007 - March 2008
SMART Business Advisory and Consulting 2002 - 2004
Education
New York Law School 2010 — 2014
L.L.M, Tax
Seton Hall University School of Law 2005 — 2008
J.D., Law
Saint Joseph's University 1998 — 2002
BS, Accounting
FOTOfwd July 2015 - Present
McCabe Heidrich & Wong January 2010 - June 2015
Hon. Lorraine C. Parker, J.A.D. September 2008 - September 2009
KPMG June 2007 - March 2008
SMART Business Advisory and Consulting 2002 - 2004
Education
New York Law School 2010 — 2014
L.L.M, Tax
Seton Hall University School of Law 2005 — 2008
J.D., Law
Saint Joseph's University 1998 — 2002
BS, Accounting
Ben Miller-Callihan's SMART Business Advisory and Consulting Experience 2004 - 2006
Job English Teacher at Francis Parker School
Industry Writing and Editing
Experience
Francis Parker School September 2011 - Present
NYC Public Schools August 2007 - June 2011
SMART Business Advisory and Consulting 2004 - 2006
Skills
Research, Editing, Social Media, Nonprofits, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Public Relations, Outlook, Proofreading, Classroom Management, Curriculum Design, Curriculum Development, Curriculum Mapping, Curriculum Innovation, Grading, Performing Arts, Collaboration
Education
New York University 2006 — 2007
Master of Arts (M.A.), English Education
University of Kentucky 1996 — 1998
BA, English
Lafayette High School 1990 — 1994
Commonwealth Diploma
Francis Parker School September 2011 - Present
NYC Public Schools August 2007 - June 2011
SMART Business Advisory and Consulting 2004 - 2006
Skills
Research, Editing, Social Media, Nonprofits, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Public Relations, Outlook, Proofreading, Classroom Management, Curriculum Design, Curriculum Development, Curriculum Mapping, Curriculum Innovation, Grading, Performing Arts, Collaboration
Education
New York University 2006 — 2007
Master of Arts (M.A.), English Education
University of Kentucky 1996 — 1998
BA, English
Lafayette High School 1990 — 1994
Commonwealth Diploma
Rob Wunderle's SMART Business Advisory and Consulting Experience 2006 - 2010
Job Senior Consultant at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte September 2013 - Present
Grant Thornton LLP March 2011 - September 2013
SMART Business Advisory and Consulting 2006 - 2010
Crompton Corporation 2002 - 2004
Skills
Requirements Analysis, CRM, SQL, IT Strategy, Financial Reporting, Management Consulting, Enterprise Architecture, Strategy, Consulting, Process Improvement, Analysis, SharePoint, Business Process..., Business Transformation, Data Modeling, SSRS, Process Engineering, SDLC, Business Analysis, Business Process..., Integration, Business Intelligence, Data Warehousing, Microsoft SQL Server, Business Process, Visio, Risk Management, Requirements Gathering, IT Management, Data Analysis, Professional Services, PL/SQL, Business Strategy, Project Management, Oracle, NetSuite, SaaS
Education
Drexel University 2001 — 2006
Bachelor of Science, Information Systems and Technology
Deloitte September 2013 - Present
Grant Thornton LLP March 2011 - September 2013
SMART Business Advisory and Consulting 2006 - 2010
Crompton Corporation 2002 - 2004
Skills
Requirements Analysis, CRM, SQL, IT Strategy, Financial Reporting, Management Consulting, Enterprise Architecture, Strategy, Consulting, Process Improvement, Analysis, SharePoint, Business Process..., Business Transformation, Data Modeling, SSRS, Process Engineering, SDLC, Business Analysis, Business Process..., Integration, Business Intelligence, Data Warehousing, Microsoft SQL Server, Business Process, Visio, Risk Management, Requirements Gathering, IT Management, Data Analysis, Professional Services, PL/SQL, Business Strategy, Project Management, Oracle, NetSuite, SaaS
Education
Drexel University 2001 — 2006
Bachelor of Science, Information Systems and Technology
Nabeel Hassan's SMART Business Advisory and Consulting Experience 2005 - August 2008
Job Chief Operating Officer at The Dimond Rock Investment
Industry Information Technology and Services
Experience
The Dimond Rock Investment August 2013 - Present
MRI Software LLC September 2008 - September 2013
SMART November 2005 - September 2008
Smart Advisory and Business Consulting UK 2005 - September 2008
SMART Business Advisory and Consulting 2005 - August 2008
Cap Gemini Ernst & Young 2005 - 2005
KeyBank 1998 - 2005
Skills
Project Management, PMP, Business Process..., Business Analysis, Management, Process Improvement, Enterprise Software, SaaS, Business Intelligence, CRM, Software Project..., Team Leadership, Integration
Education
Cleveland State University 1993 — 1998
Bachelor's degree, Management Information System
The Dimond Rock Investment August 2013 - Present
MRI Software LLC September 2008 - September 2013
SMART November 2005 - September 2008
Smart Advisory and Business Consulting UK 2005 - September 2008
SMART Business Advisory and Consulting 2005 - August 2008
Cap Gemini Ernst & Young 2005 - 2005
KeyBank 1998 - 2005
Skills
Project Management, PMP, Business Process..., Business Analysis, Management, Process Improvement, Enterprise Software, SaaS, Business Intelligence, CRM, Software Project..., Team Leadership, Integration
Education
Cleveland State University 1993 — 1998
Bachelor's degree, Management Information System
Michael Zinda's SMART Business Advisory and Consulting Experience September 2007 - March 2011
Job System Architect at OpenGate Consulting
Industry Think Tanks
Experience
OpenGate Consulting August 2012 - Present
Grant Thornton LLP March 2011 - August 2012
SMART Business Advisory and Consulting September 2007 - March 2011
LECG SMART September 2007 - March 2011
LECG September 2007 - March 2011
Procura Management Inc. 2003 - 2007
Skills
Access, SQL, Integration, Databases, Process Improvement, .NET, Microsoft SQL Server, C#, Java, NHibernate, Business Requirements, Functional..., SharePoint, MRI, Crystal Reports, Visual Studio, Enterprise Architecture, Business Intelligence, Visio, Data Warehousing, IT Strategy, Requirements Gathering
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Information Sciences and Technology
OpenGate Consulting August 2012 - Present
Grant Thornton LLP March 2011 - August 2012
SMART Business Advisory and Consulting September 2007 - March 2011
LECG SMART September 2007 - March 2011
LECG September 2007 - March 2011
Procura Management Inc. 2003 - 2007
Skills
Access, SQL, Integration, Databases, Process Improvement, .NET, Microsoft SQL Server, C#, Java, NHibernate, Business Requirements, Functional..., SharePoint, MRI, Crystal Reports, Visual Studio, Enterprise Architecture, Business Intelligence, Visio, Data Warehousing, IT Strategy, Requirements Gathering
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Information Sciences and Technology
Michael Hanzelik, ASA's SMART Business Advisory and Consulting Experience 2005 - 2007
Job Valuation Manager at TD Bank
Industry Financial Services
Experience
TD Bank August 2013 - Present
HealthCare Appraisers, Inc. 2012 - 2013
Ernst & Young LLP 2007 - 2011
SMART Business Advisory and Consulting 2005 - 2007
Kroll 2003 - 2005
Howard, Lawson & Co. (acquired by FleetBoston) 1994 - 2002
Skills
Business Valuation, Valuation, Due Diligence, Purchase Price..., Auditing, Mergers & Acquisitions, SEC filings, Financial Analysis, Financial Modeling, Financial Reporting, Intangible Assets, Analysis, Divestitures, Acquisitions, Valuation Modeling, Project Management, Appraisal Review, Estate Planning, Corporate Finance, Financial Advisory, Investment Banking, Manage Client..., Trusted Business Advisor
Education
Ohio Wesleyan University
B.A.
Penn State University
M.B.A.
The William Penn Charter School
TD Bank August 2013 - Present
HealthCare Appraisers, Inc. 2012 - 2013
Ernst & Young LLP 2007 - 2011
SMART Business Advisory and Consulting 2005 - 2007
Kroll 2003 - 2005
Howard, Lawson & Co. (acquired by FleetBoston) 1994 - 2002
Skills
Business Valuation, Valuation, Due Diligence, Purchase Price..., Auditing, Mergers & Acquisitions, SEC filings, Financial Analysis, Financial Modeling, Financial Reporting, Intangible Assets, Analysis, Divestitures, Acquisitions, Valuation Modeling, Project Management, Appraisal Review, Estate Planning, Corporate Finance, Financial Advisory, Investment Banking, Manage Client..., Trusted Business Advisor
Education
Ohio Wesleyan University
B.A.
Penn State University
M.B.A.
The William Penn Charter School
Chris Stavropoulos's SMART Business Advisory and Consulting Experience June 2008 - August 2008
Job Project Manager Litigation Support
Industry Information Technology and Services
Experience
Sidley Austin January 2012 - Present
Sidley Austin June 2009 - December 2012
BDO Seidman, LLP October 2008 - June 2009
SMART Business Advisory and Consulting June 2008 - August 2008
Solstice Consulting - Northern Trust December 2007 - June 2008
PricewaterhouseCoopers June 2007 - August 2007
DePaul September 2006 - June 2007
Skills
Litigation, Visio, Access, Legal Discovery, IPRO, Litigation Support, Westlaw, Document Management
Education
DePaul University 2004 — 2009
B.S. Management Information Systems (MIS), Minor: Accounting
Niles North High School 2000 — 2004
Sidley Austin January 2012 - Present
Sidley Austin June 2009 - December 2012
BDO Seidman, LLP October 2008 - June 2009
SMART Business Advisory and Consulting June 2008 - August 2008
Solstice Consulting - Northern Trust December 2007 - June 2008
PricewaterhouseCoopers June 2007 - August 2007
DePaul September 2006 - June 2007
Skills
Litigation, Visio, Access, Legal Discovery, IPRO, Litigation Support, Westlaw, Document Management
Education
DePaul University 2004 — 2009
B.S. Management Information Systems (MIS), Minor: Accounting
Niles North High School 2000 — 2004
Chung Sau Li's SMART Business Advisory and Consulting Experience February 2005 - March 2008
Job Senior Manager, BI Enterprise Initiatives at Comcast
Industry Telecommunications
Experience
Comcast Cable March 2014 - Present
Comcast Cable February 2013 - March 2014
Comcast Cable July 2012 - February 2013
Comcast Cable March 2010 - July 2012
Comcast Cable March 2008 - March 2010
SMART Business Advisory and Consulting February 2005 - March 2008
Pliner Solutions September 2003 - January 2005
CIGNA September 2002 - March 2003
Skills
Quality Center, Business Analysis, Data Warehousing, Business Intelligence, SQL, OBIEE, ETL, Teradata, Microsoft SQL Server, PL/SQL, Data Analysis, Cognos, SAS, DDE, Hummingbird Exceed, Toad, Oracle, Essbase, Databases, SDLC, Requirements Gathering, SSRS, Integration, Management, Process Improvement, Analysis
Education
Drexel University 2000 — 2005
BS, Information Systems, 4.0
Comcast Cable March 2014 - Present
Comcast Cable February 2013 - March 2014
Comcast Cable July 2012 - February 2013
Comcast Cable March 2010 - July 2012
Comcast Cable March 2008 - March 2010
SMART Business Advisory and Consulting February 2005 - March 2008
Pliner Solutions September 2003 - January 2005
CIGNA September 2002 - March 2003
Skills
Quality Center, Business Analysis, Data Warehousing, Business Intelligence, SQL, OBIEE, ETL, Teradata, Microsoft SQL Server, PL/SQL, Data Analysis, Cognos, SAS, DDE, Hummingbird Exceed, Toad, Oracle, Essbase, Databases, SDLC, Requirements Gathering, SSRS, Integration, Management, Process Improvement, Analysis
Education
Drexel University 2000 — 2005
BS, Information Systems, 4.0
Steve Mustafa's SMART Business Advisory and Consulting Experience May 2001 - February 2003
Job Director of Business Systems & Marketing at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group March 2003 - Present
SMART Business Advisory and Consulting May 2001 - February 2003
Education
Saint Joseph's University 1998 — 2001
BS, Management
The Siegfried Group March 2003 - Present
SMART Business Advisory and Consulting May 2001 - February 2003
Education
Saint Joseph's University 1998 — 2001
BS, Management
Eva Medina's SMART Business Advisory and Consulting Experience February 2008 - July 2009
Job Director of Financial Planning at City College of New York
Industry Management Consulting
Experience
City College of New York March 2012 - Present
New York City Housing Authority November 2009 - March 2012
SMART Business Advisory and Consulting February 2008 - July 2009
New York City Housing Authority March 2002 - February 2008
New York City Housing Authority January 2000 - March 2002
Columbia University June 1996 - September 1999
Skills
Budgets, Project Management, Policy, Grants, Non-profits, Managerial Finance, Public Speaking, Nonprofits, Financial Analysis, Community Development, Research, Management, Public Policy, Auditing, Microsoft Excel, Strategic Planning, Strategy, Program Management, Strategic Financial..., Finance, Analysis, Government, Policy Analysis, Leadership, Management Consulting, Fundraising, Program Development, Organizational..., Community Outreach, Data Analysis, Proposal Writing, Program Evaluation, Project Planning, Risk Management, Staff Development, Leadership Development, Business Process..., Grant Writing, Change Management
Education
Columbia University in the City of New York 1996 — 1999
MA, Sociology and Education
Cornell University 1992 — 1996
Bachelor of Science (B.S.), Sociology
City College of New York March 2012 - Present
New York City Housing Authority November 2009 - March 2012
SMART Business Advisory and Consulting February 2008 - July 2009
New York City Housing Authority March 2002 - February 2008
New York City Housing Authority January 2000 - March 2002
Columbia University June 1996 - September 1999
Skills
Budgets, Project Management, Policy, Grants, Non-profits, Managerial Finance, Public Speaking, Nonprofits, Financial Analysis, Community Development, Research, Management, Public Policy, Auditing, Microsoft Excel, Strategic Planning, Strategy, Program Management, Strategic Financial..., Finance, Analysis, Government, Policy Analysis, Leadership, Management Consulting, Fundraising, Program Development, Organizational..., Community Outreach, Data Analysis, Proposal Writing, Program Evaluation, Project Planning, Risk Management, Staff Development, Leadership Development, Business Process..., Grant Writing, Change Management
Education
Columbia University in the City of New York 1996 — 1999
MA, Sociology and Education
Cornell University 1992 — 1996
Bachelor of Science (B.S.), Sociology
Clayton Ward III CPA's SMART Business Advisory and Consulting Experience November 2008 - July 2009
Job Tax Manager
Industry Accounting
Experience
EisnerAmper LLP December 2014 - Present
Deloitte August 2009 - December 2014
SMART Business Advisory and Consulting November 2008 - July 2009
EY July 2005 - November 2008
Deloitte October 2003 - July 2005
Liberty Square Asset Management 2001 - 2001
Skills
Accounting
Education
Northeastern University 2003 — 2005
Master's Degree, Taxation
Northeastern University 1998 — 2003
Bachelor's Degree, Dual Major in Accounting and Finance
EisnerAmper LLP December 2014 - Present
Deloitte August 2009 - December 2014
SMART Business Advisory and Consulting November 2008 - July 2009
EY July 2005 - November 2008
Deloitte October 2003 - July 2005
Liberty Square Asset Management 2001 - 2001
Skills
Accounting
Education
Northeastern University 2003 — 2005
Master's Degree, Taxation
Northeastern University 1998 — 2003
Bachelor's Degree, Dual Major in Accounting and Finance
Jim Swope's SMART Business Advisory and Consulting Experience April 2006 - March 2009
Job Audit Manager at Penn Treaty Network America
Industry Financial Services
Experience
UGI Corporation March 2015 - Present
Penn Treaty Network America April 2009 - March 2015
SMART Business Advisory and Consulting April 2006 - March 2009
Accume Partners July 2005 - April 2006
Prudential Financial June 2000 - June 2005
Prudential Financial March 1998 - June 2000
Skills
Audit, SOX, Internal Controls, Auditing, Risk Assessment, Insurance, Compliance, Process Improvement, Risk Management, Accounting, Business Process..., Financial Reporting, Financial Analysis, Financial Risk, Sarbanes-Oxley Act
Education
Villanova University 2011 — 2012
Masters Certificate, Project Management
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Finance
Penn State University 1988 — 1992
BS, Economics
UGI Corporation March 2015 - Present
Penn Treaty Network America April 2009 - March 2015
SMART Business Advisory and Consulting April 2006 - March 2009
Accume Partners July 2005 - April 2006
Prudential Financial June 2000 - June 2005
Prudential Financial March 1998 - June 2000
Skills
Audit, SOX, Internal Controls, Auditing, Risk Assessment, Insurance, Compliance, Process Improvement, Risk Management, Accounting, Business Process..., Financial Reporting, Financial Analysis, Financial Risk, Sarbanes-Oxley Act
Education
Villanova University 2011 — 2012
Masters Certificate, Project Management
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Finance
Penn State University 1988 — 1992
BS, Economics
Natasha Holter, CIA, CFE's SMART Business Advisory and Consulting Experience 2005 - 2007
Job Senior SSAE 16 Specialist at PJM Interconnection
Industry Accounting
Experience
PJM Interconnection August 2011 - Present
GSI Commerce, an eBay Company 2007 - 2011
SMART Business Advisory and Consulting 2005 - 2007
Heffler, Radetich & Saitta LLP 2005 - 2005
Skills
Certified Internal..., Internal Controls, Certified Fraud Examiner, Business Process..., Risk Management, Sarbanes-Oxley Act, Fraud, Auditing, Risk Assessment, Forensic Accounting, Financial Reporting, IT Audit, Internal Audit, Accounting, GAAP, Financial Analysis, Process Improvement, Sarbanes-Oxley, PeopleSoft, Financial Risk, Cash Flow, Management, Forecasting, Account Reconciliation, Financial Audits, Mergers & Acquisitions, SAS70
Education
College Misericordia 2001 — 2005
Bachelor of Science, Accounting
PJM Interconnection August 2011 - Present
GSI Commerce, an eBay Company 2007 - 2011
SMART Business Advisory and Consulting 2005 - 2007
Heffler, Radetich & Saitta LLP 2005 - 2005
Skills
Certified Internal..., Internal Controls, Certified Fraud Examiner, Business Process..., Risk Management, Sarbanes-Oxley Act, Fraud, Auditing, Risk Assessment, Forensic Accounting, Financial Reporting, IT Audit, Internal Audit, Accounting, GAAP, Financial Analysis, Process Improvement, Sarbanes-Oxley, PeopleSoft, Financial Risk, Cash Flow, Management, Forecasting, Account Reconciliation, Financial Audits, Mergers & Acquisitions, SAS70
Education
College Misericordia 2001 — 2005
Bachelor of Science, Accounting
Kim Schultz's SMART Business Advisory and Consulting Experience 2006 - 2007
Job Managing Director at Compensation & Benefit Solutions, LLC
Industry Accounting
Experience
Compensation & Benefit Solutions July 2007 - Present
SMART Business Advisory and Consulting 2006 - 2007
KPMG 1998 - 2006
Skills
IRS problem resolution, DOL, Nondiscrimination..., Form 5500 preparation, Compensation & Benefits..., Tax Audit Representation
Education
Colorado State University 1997 — 1998
Masters, Taxation
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelors, Economics
Compensation & Benefit Solutions July 2007 - Present
SMART Business Advisory and Consulting 2006 - 2007
KPMG 1998 - 2006
Skills
IRS problem resolution, DOL, Nondiscrimination..., Form 5500 preparation, Compensation & Benefits..., Tax Audit Representation
Education
Colorado State University 1997 — 1998
Masters, Taxation
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelors, Economics
Matt Rodenbaugh's SMART Business Advisory and Consulting Experience June 2003 - March 2007
Job Professional Services Team Lead at Swift Software, Inc.
Industry Information Technology and Services
Experience
Swift Software, Inc. May 2011 - Present
MDR Technologies November 2008 - Present
Fleetwood Fixtures March 2007 - November 2008
SMART Business Advisory and Consulting June 2003 - March 2007
Smart Advisory and Business Consulting 2003 - 2007
LECG-SMART 2003 - 2007
County of Delaware, Pennsylvania September 2002 - May 2003
County of Delaware, Pennsylvania June 2002 - August 2002
Lockheed Martin June 2001 - August 2001
Skills
IT Strategy, Business Process..., Management Consulting, Business Intelligence, Analysis, Databases, Software Documentation, SQL, Windows, HTML, Cloud Computing, Integration, Team Building, Project Management, Consulting, Business Analysis, Software Project..., SDLC, Management, Requirements Analysis, Microsoft SQL Server, Software Development, Requirements Gathering, SharePoint, Program Management, Visio, Web Applications, Agile Project Management, Process Improvement, Enterprise Architecture, .NET
Education
Penn State University 1998 — 2003
IST, Implementation and Development
Swift Software, Inc. May 2011 - Present
MDR Technologies November 2008 - Present
Fleetwood Fixtures March 2007 - November 2008
SMART Business Advisory and Consulting June 2003 - March 2007
Smart Advisory and Business Consulting 2003 - 2007
LECG-SMART 2003 - 2007
County of Delaware, Pennsylvania September 2002 - May 2003
County of Delaware, Pennsylvania June 2002 - August 2002
Lockheed Martin June 2001 - August 2001
Skills
IT Strategy, Business Process..., Management Consulting, Business Intelligence, Analysis, Databases, Software Documentation, SQL, Windows, HTML, Cloud Computing, Integration, Team Building, Project Management, Consulting, Business Analysis, Software Project..., SDLC, Management, Requirements Analysis, Microsoft SQL Server, Software Development, Requirements Gathering, SharePoint, Program Management, Visio, Web Applications, Agile Project Management, Process Improvement, Enterprise Architecture, .NET
Education
Penn State University 1998 — 2003
IST, Implementation and Development
Jeff Winters's SMART Business Advisory and Consulting Experience July 1997 - March 2010
Job Manager Planning and Control at Munich Reinsurance America, Inc.
Industry Accounting
Experience
Munich Reinsurance America, Inc. February 2014 - Present
Legion Insurance July 2010 - February 2014
LECG-SMART March 2010 - July 2010
SMART Business Advisory and Consulting July 1997 - March 2010
Skills
Cash Flow, Reinsurance, Accounting, Litigation, Audit, Arbitration, Insurance, Forensic Accounting, Compliance, Financial Analysis, Budgeting, Business Analysis, Customer Relations, Auditing, Analysis, Access, Excel, Negotiation, Microsoft Office, Problem Solving, Word, Fraud Investigations, Litigation Support, PowerPoint, Internal Audit, Management Consulting, Risk Management, Customer Service, Management, Internal Controls, Financial Risk, Leadership, Process Improvement, GAAP, Certified Fraud Examiner, Budgets, Fraud, Business Process..., Microsoft Excel
Education
Cabrini College 1993 — 1997
BS, Accounting
Cardinal Dougherty High School 1989 — 1993
Munich Reinsurance America, Inc. February 2014 - Present
Legion Insurance July 2010 - February 2014
LECG-SMART March 2010 - July 2010
SMART Business Advisory and Consulting July 1997 - March 2010
Skills
Cash Flow, Reinsurance, Accounting, Litigation, Audit, Arbitration, Insurance, Forensic Accounting, Compliance, Financial Analysis, Budgeting, Business Analysis, Customer Relations, Auditing, Analysis, Access, Excel, Negotiation, Microsoft Office, Problem Solving, Word, Fraud Investigations, Litigation Support, PowerPoint, Internal Audit, Management Consulting, Risk Management, Customer Service, Management, Internal Controls, Financial Risk, Leadership, Process Improvement, GAAP, Certified Fraud Examiner, Budgets, Fraud, Business Process..., Microsoft Excel
Education
Cabrini College 1993 — 1997
BS, Accounting
Cardinal Dougherty High School 1989 — 1993
Christopher Heater, CPA's SMART Business Advisory and Consulting Experience September 2002 - June 2010
Job Director Insurance Accounting at Hartford Steam Boiler
Industry Accounting
Experience
Hartford Steam Boiler May 2014 - Present
ACE Group June 2010 - April 2014
SMART Business Advisory and Consulting September 2002 - June 2010
Skills
Auditing, US GAAP, Reinsurance, Accounting, Finance, Property & Casualty..., Financial Accounting, Insurance, Management, Underwriting, Financial Risk, General Ledger, Process Improvement, Business Process..., Sarbanes-Oxley, Analysis, Business Analysis
Education
La Salle University 1998 — 2002
Accounting
Bethlehem Catholic
Hartford Steam Boiler May 2014 - Present
ACE Group June 2010 - April 2014
SMART Business Advisory and Consulting September 2002 - June 2010
Skills
Auditing, US GAAP, Reinsurance, Accounting, Finance, Property & Casualty..., Financial Accounting, Insurance, Management, Underwriting, Financial Risk, General Ledger, Process Improvement, Business Process..., Sarbanes-Oxley, Analysis, Business Analysis
Education
La Salle University 1998 — 2002
Accounting
Bethlehem Catholic
Kelly Granato's SMART Business Advisory and Consulting Experience June 2007 - August 2007
Job Auditor at Ricoh Americas Corporation
Industry Accounting
Experience
Ricoh Americas Corporation June 2014 - Present
McGladrey & Pullen October 2011 - May 2013
LECG June 2008 - March 2011
SMART Business Advisory and Consulting June 2007 - August 2007
National Penn Bank May 2006 - August 2006
Skills
Organizational..., Internal Audit, Banking, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Analysis, Sarbanes-Oxley, Strategy, Payroll, Accounts Payable, Fixed Assets, Assurance, Consolidation, Business Process..., Management Consulting, Risk Management, Enterprise Risk..., Financial Reporting, Financial Analysis, Process Improvement, Business Analysis
Education
Philadelphia University 2004 — 2008
BA, Accounting
Ricoh Americas Corporation June 2014 - Present
McGladrey & Pullen October 2011 - May 2013
LECG June 2008 - March 2011
SMART Business Advisory and Consulting June 2007 - August 2007
National Penn Bank May 2006 - August 2006
Skills
Organizational..., Internal Audit, Banking, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Analysis, Sarbanes-Oxley, Strategy, Payroll, Accounts Payable, Fixed Assets, Assurance, Consolidation, Business Process..., Management Consulting, Risk Management, Enterprise Risk..., Financial Reporting, Financial Analysis, Process Improvement, Business Analysis
Education
Philadelphia University 2004 — 2008
BA, Accounting
Andre Thickening's SMART Business Advisory and Consulting Experience January 2008 - December 2010
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey December 2013 - Present
Expert Global Solutions January 2011 - December 2013
SMART Business Advisory and Consulting January 2008 - December 2010
Grant Thornton April 2006 - January 2008
ARAMARK February 2004 - April 2006
Skills
Corporate Tax, State Taxation, Tax Research, Tax Compliance, US Tax, Tax, Income Tax, State Compliance, Tax Advisory, Tax Preparation, Sarbanes-Oxley Act, SEC Filings, Accounting, Tax Accounting
Education
Philadelphia University
M.S., Taxation
Monmouth University
B.S., Finance
McGladrey December 2013 - Present
Expert Global Solutions January 2011 - December 2013
SMART Business Advisory and Consulting January 2008 - December 2010
Grant Thornton April 2006 - January 2008
ARAMARK February 2004 - April 2006
Skills
Corporate Tax, State Taxation, Tax Research, Tax Compliance, US Tax, Tax, Income Tax, State Compliance, Tax Advisory, Tax Preparation, Sarbanes-Oxley Act, SEC Filings, Accounting, Tax Accounting
Education
Philadelphia University
M.S., Taxation
Monmouth University
B.S., Finance
Victoria Getzik's SMART Business Advisory and Consulting Experience January 2004 - January 2010
Job Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP March 2011 - Present
LECG-SMART 2010 - March 2011
Smart & Associates LLP June 2008 - January 2010
SMART Advisory and Business Consulting LLC June 2006 - January 2010
SMART Business Advisory and Consulting January 2004 - January 2010
Education
Philadelphia University 2000 — 2004
Bachelors, Accounting
Grant Thornton LLP March 2011 - Present
LECG-SMART 2010 - March 2011
Smart & Associates LLP June 2008 - January 2010
SMART Advisory and Business Consulting LLC June 2006 - January 2010
SMART Business Advisory and Consulting January 2004 - January 2010
Education
Philadelphia University 2000 — 2004
Bachelors, Accounting
Cesidio Colasante's SMART Business Advisory and Consulting Experience November 2005 - July 2006
Job Owner/Executive Director Montgomery and Delaware County, PA and Camden County, NJ at Soccer Shots
Industry Sports
Experience
Soccer Shots February 2006 - Present
Abbott Laboratories July 2009 - July 2012
Pfizer July 2006 - April 2009
SMART Business Advisory and Consulting November 2005 - July 2006
PLANCO November 2004 - November 2005
Philadelphia KiXX 2000 - 2004
Skills
Microsoft Excel, Budgets, Strategic Financial..., Strategic Planning, Marketing Strategy, Microsoft Word, Project Management, Coaching, Team Building, Financial Analysis, Contract Negotiation, Public Speaking, Forecasting, Sales Operations, Accounting, Sales Management, Business Planning, Team Leadership, Management, Pricing, Operations Management, Leadership Development, Public Relations, Management Consulting, Market Research, Competitive Analysis, Strategy, Time Management, Recruiting, Training, Social Media, Sales Presentations, Event Planning, Teamwork, Nonprofits, Selling, Direct Sales, Business Strategy, PowerPoint, Entrepreneurship, Marketing Communications, Analysis, Social Media Marketing, Business Development, Advertising, Fundraising, Event Management, Microsoft Office, Program Management, Negotiation
Education
La Salle University 2001 — 2004
MBA, Business Administration
La Salle University - School of Business Administration 1993 — 1998
BS, Accounting
Salesianum 1989 — 1993
HS Diploma
Soccer Shots February 2006 - Present
Abbott Laboratories July 2009 - July 2012
Pfizer July 2006 - April 2009
SMART Business Advisory and Consulting November 2005 - July 2006
PLANCO November 2004 - November 2005
Philadelphia KiXX 2000 - 2004
Skills
Microsoft Excel, Budgets, Strategic Financial..., Strategic Planning, Marketing Strategy, Microsoft Word, Project Management, Coaching, Team Building, Financial Analysis, Contract Negotiation, Public Speaking, Forecasting, Sales Operations, Accounting, Sales Management, Business Planning, Team Leadership, Management, Pricing, Operations Management, Leadership Development, Public Relations, Management Consulting, Market Research, Competitive Analysis, Strategy, Time Management, Recruiting, Training, Social Media, Sales Presentations, Event Planning, Teamwork, Nonprofits, Selling, Direct Sales, Business Strategy, PowerPoint, Entrepreneurship, Marketing Communications, Analysis, Social Media Marketing, Business Development, Advertising, Fundraising, Event Management, Microsoft Office, Program Management, Negotiation
Education
La Salle University 2001 — 2004
MBA, Business Administration
La Salle University - School of Business Administration 1993 — 1998
BS, Accounting
Salesianum 1989 — 1993
HS Diploma
Alex Rines's SMART Business Advisory and Consulting Experience August 2008 - February 2010
Job Software Engineer at eMoney Advisor
Industry Computer Software
Experience
eMoney Advisor March 2010 - Present
Royal Bank of Scotland November 2009 - February 2010
SMART Business Advisory and Consulting August 2008 - February 2010
Pennsylvania Department of State June 2009 - October 2009
Pennsylvania Department of Education January 2009 - March 2009
Wawa, Inc. 2008 - 2008
GSI CommerceKin April 2007 - September 2007
Skills
.NET, C#, Microsoft SQL Server, JavaScript, Software Engineering, VB.NET, SDLC, Agile Methodologies, CSS, Software Documentation, Software Project...
Education
Drexel University 2003 — 2008
Bachelor of Science, Computer Science
eMoney Advisor March 2010 - Present
Royal Bank of Scotland November 2009 - February 2010
SMART Business Advisory and Consulting August 2008 - February 2010
Pennsylvania Department of State June 2009 - October 2009
Pennsylvania Department of Education January 2009 - March 2009
Wawa, Inc. 2008 - 2008
GSI CommerceKin April 2007 - September 2007
Skills
.NET, C#, Microsoft SQL Server, JavaScript, Software Engineering, VB.NET, SDLC, Agile Methodologies, CSS, Software Documentation, Software Project...
Education
Drexel University 2003 — 2008
Bachelor of Science, Computer Science
Esther Mensah-Sullivan's SMART Business Advisory and Consulting Experience January 2008 - November 2008
Job The Nonprofit Accounting Specialists
Industry Accounting
Experience
Your Part-Time Controller, LLC October 2012 - Present
E. Cohen and Company, CPAs December 2008 - October 2012
SMART Business Advisory and Consulting January 2008 - November 2008
Dollar Financial Group May 2007 - January 2008
Smart and Associates, LLP January 2006 - August 2006
Skills
Auditing, QuickBooks, Microsoft Office, Accounting, Financial Accounting, Financial Audits, Financial Reporting, Financial Analysis, Non-profits, Accounts Payable, Account Reconciliation, Accruals, Budgets, Finance, Corporate Tax, Tax Preparation, Nonprofits
Education
Philadelphia University 2003 — 2007
Bachelor of Science
Your Part-Time Controller, LLC October 2012 - Present
E. Cohen and Company, CPAs December 2008 - October 2012
SMART Business Advisory and Consulting January 2008 - November 2008
Dollar Financial Group May 2007 - January 2008
Smart and Associates, LLP January 2006 - August 2006
Skills
Auditing, QuickBooks, Microsoft Office, Accounting, Financial Accounting, Financial Audits, Financial Reporting, Financial Analysis, Non-profits, Accounts Payable, Account Reconciliation, Accruals, Budgets, Finance, Corporate Tax, Tax Preparation, Nonprofits
Education
Philadelphia University 2003 — 2007
Bachelor of Science
Tom Lemon, CPA's SMART Business Advisory and Consulting Experience July 2008 - December 2010
Job Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP March 2011 - Present
LECG July 2008 - March 2011
Smart Business Advisory and Consulting July 2008 - December 2010
Skills
IRS Enrolled Agent, GoSystems, Tax, Partnership Taxation, OneSource, Tax Returns, Tax Research, Tax Accounting, Corporate Tax, Income Tax, Provision, Tax Preparation
Education
Cabrini College 2007 — 2008
B.S., Accounting
West Chester University 2006 — 2007
Coursework in Mathematics
Springfield High School 1992 — 1996
Grant Thornton LLP March 2011 - Present
LECG July 2008 - March 2011
Smart Business Advisory and Consulting July 2008 - December 2010
Skills
IRS Enrolled Agent, GoSystems, Tax, Partnership Taxation, OneSource, Tax Returns, Tax Research, Tax Accounting, Corporate Tax, Income Tax, Provision, Tax Preparation
Education
Cabrini College 2007 — 2008
B.S., Accounting
West Chester University 2006 — 2007
Coursework in Mathematics
Springfield High School 1992 — 1996
Christopher Ungrady, CPA's SMART Business Advisory and Consulting Experience August 2006 - December 2006
Job Manager Financial Services at Ernst & Young
Industry Accounting
Experience
E & Y June 2008 - Present
KPMG January 2008 - May 2008
SMART Business Advisory and Consulting August 2006 - December 2006
Skills
Auditing
Education
Saint Joseph's University 2005 — 2009
BA, Accounting and Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
BS, Accounting and Finance
E & Y June 2008 - Present
KPMG January 2008 - May 2008
SMART Business Advisory and Consulting August 2006 - December 2006
Skills
Auditing
Education
Saint Joseph's University 2005 — 2009
BA, Accounting and Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
BS, Accounting and Finance
Michael Deaner | PMP's SMART Business Advisory and Consulting Experience September 2008 - March 2011
Job Project Manager, Quality Operations & Performance Excellence at Comcast
Industry Information Technology and Services
Experience
Comcast April 2013 - Present
Comcast April 2011 - April 2013
Grant Thornton LLP (acquired SMART) March 2011 - April 2011
SMART Business Advisory and Consulting September 2008 - March 2011
SMART Business Advisory and Consulting June 2006 - September 2008
Skills
IT Strategy, Business Process..., SDLC, Enterprise Architecture, Business Analysis, Management Consulting, Business Intelligence, Requirements Gathering, Integration, Business Process..., Business Process, SharePoint, Visio, Program Management, Process Improvement, Requirements Analysis, Change Management, Project Management, Oracle, Process Engineering, Project Portfolio..., Vendor Management
Education
Drexel University 2001 — 2006
BSBA, Finance; MIS
Comcast April 2013 - Present
Comcast April 2011 - April 2013
Grant Thornton LLP (acquired SMART) March 2011 - April 2011
SMART Business Advisory and Consulting September 2008 - March 2011
SMART Business Advisory and Consulting June 2006 - September 2008
Skills
IT Strategy, Business Process..., SDLC, Enterprise Architecture, Business Analysis, Management Consulting, Business Intelligence, Requirements Gathering, Integration, Business Process..., Business Process, SharePoint, Visio, Program Management, Process Improvement, Requirements Analysis, Change Management, Project Management, Oracle, Process Engineering, Project Portfolio..., Vendor Management
Education
Drexel University 2001 — 2006
BSBA, Finance; MIS
Christopher Niwinski's SMART Business Advisory and Consulting Experience 1998 - 2008
Job Director at SMART DEVINE
Industry Hospital & Health Care
Experience
SMART DEVINE January 2015 - Present
SMART DEVINE October 2010 - December 2014
Healthcare Financial Management Association (HFMA) 2004 - 2014
IMA Consulting October 2008 - October 2010
SMART Business Advisory and Consulting 1998 - 2008
Renal Treatment Centers 1997 - 1998
Heffler, Radetich & Saitta LLP 1995 - 1997
Skills
Forensic Accounting, Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Management Consulting, Financial Analysis, Process Improvement, Financial Reporting, Healthcare Consulting, CPA, Budgets, Access, Analysis, Finance, Fraud, Managerial Finance, Internal Audit, GAAP, Accounts Receivable, Financial Statements, Financial Accounting, Tax, US GAAP, Tax Accounting, Corporate Tax, General Ledger, Sarbanes-Oxley, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Financial Modeling, Business Process..., Enterprise Risk..., Income Tax, Revenue Recognition, Business Valuation
Education
La Salle University 1990 — 1995
BS, Accounting
Archbishop Wood 1986 — 1990
SMART DEVINE January 2015 - Present
SMART DEVINE October 2010 - December 2014
Healthcare Financial Management Association (HFMA) 2004 - 2014
IMA Consulting October 2008 - October 2010
SMART Business Advisory and Consulting 1998 - 2008
Renal Treatment Centers 1997 - 1998
Heffler, Radetich & Saitta LLP 1995 - 1997
Skills
Forensic Accounting, Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Management Consulting, Financial Analysis, Process Improvement, Financial Reporting, Healthcare Consulting, CPA, Budgets, Access, Analysis, Finance, Fraud, Managerial Finance, Internal Audit, GAAP, Accounts Receivable, Financial Statements, Financial Accounting, Tax, US GAAP, Tax Accounting, Corporate Tax, General Ledger, Sarbanes-Oxley, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Financial Modeling, Business Process..., Enterprise Risk..., Income Tax, Revenue Recognition, Business Valuation
Education
La Salle University 1990 — 1995
BS, Accounting
Archbishop Wood 1986 — 1990
Catherine Smart, CPA's SMART Business Advisory and Consulting Experience June 2008 - August 2008
Job Auditor
Industry Accounting
Experience
Department of Health and Human Services June 2009 - Present
SMART Business Advisory and Consulting June 2008 - August 2008
Skills
Auditing
Education
Loyola University Maryland 2005 — 2009
Department of Health and Human Services June 2009 - Present
SMART Business Advisory and Consulting June 2008 - August 2008
Skills
Auditing
Education
Loyola University Maryland 2005 — 2009
Nathaniel DiMemmo's SMART Business Advisory and Consulting Experience April 2010 - March 2011
Job Innovation and Risk Management Professional
Industry Information Technology and Services
Experience
Innovation and Risk Manager, Independent Consultant August 2014 - Present
Grant Thornton LLP March 2011 - June 2015
SMART Business Advisory and Consulting April 2010 - March 2011
Abington Reldan Metals LLC. January 2010 - April 2010
Total Scaping May 2009 - August 2009
BOYS AND GIRLS CLUB OF AMERICA May 2008 - August 2008
Skills
Innovation Management, Innovation Consulting, Open Innovation, Innovation Development, Educational Technology, Strategy, Financial Analysis, Financial Accounting, Accounting, Forecasting, Insurance, C++, HTML, Python, Auditing, Scuba Diving, Adventure Travel, Mountain Biking, Sailing
Education
Indiana University of Pennsylvania 2004 — 2008
B. S, Accounting
Indiana University of Pennsylvania
Bachelor's degree, Accounting
Innovation and Risk Manager, Independent Consultant August 2014 - Present
Grant Thornton LLP March 2011 - June 2015
SMART Business Advisory and Consulting April 2010 - March 2011
Abington Reldan Metals LLC. January 2010 - April 2010
Total Scaping May 2009 - August 2009
BOYS AND GIRLS CLUB OF AMERICA May 2008 - August 2008
Skills
Innovation Management, Innovation Consulting, Open Innovation, Innovation Development, Educational Technology, Strategy, Financial Analysis, Financial Accounting, Accounting, Forecasting, Insurance, C++, HTML, Python, Auditing, Scuba Diving, Adventure Travel, Mountain Biking, Sailing
Education
Indiana University of Pennsylvania 2004 — 2008
B. S, Accounting
Indiana University of Pennsylvania
Bachelor's degree, Accounting
Adam Caputo's SMART Business Advisory and Consulting Experience June 2009 - March 2011
Job Senior Tax Analyst at The Chemours Company
Industry Accounting
Experience
The Chemours Company September 2015 - Present
PHH Corporation May 2014 - September 2015
Grant Thornton LLP June 2009 - May 2014
SMART Business Advisory and Consulting June 2009 - March 2011
Comcast April 2007 - October 2008
Skills
Access, Microsoft Word, Financial Services, Statistics, Telecommunications, Tax, Accounting, Financial Reporting, GAAP, Customer Engagement, Sarbanes-Oxley Act, Corporate Tax, Income Tax, CPA, Auditing
Education
Drexel University - LeBow College of Business 2004 — 2009
BSBA, Accounting
Drexel University - LeBow College of Business 2004 — 2009
BS, Economics
The Chemours Company September 2015 - Present
PHH Corporation May 2014 - September 2015
Grant Thornton LLP June 2009 - May 2014
SMART Business Advisory and Consulting June 2009 - March 2011
Comcast April 2007 - October 2008
Skills
Access, Microsoft Word, Financial Services, Statistics, Telecommunications, Tax, Accounting, Financial Reporting, GAAP, Customer Engagement, Sarbanes-Oxley Act, Corporate Tax, Income Tax, CPA, Auditing
Education
Drexel University - LeBow College of Business 2004 — 2009
BSBA, Accounting
Drexel University - LeBow College of Business 2004 — 2009
BS, Economics
Dan Kelleher's SMART Business Advisory and Consulting Experience 1998 - 2006
Job Independent Contractor at Grant Thornton LLP
Industry Insurance
Experience
Grant Thornton LLP August 2014 - Present
Alliance Holdings May 2011 - June 2013
GTM Risk Management January 2010 - April 2010
Nuclear Electric Insurance Limited February 2006 - June 2009
SMART Business Advisory and Consulting 1998 - 2006
United National Insurance Company 1985 - 1998
Skills
Financial Reporting, GAAP, Auditing, Internal Controls, Accounting, Tax, Insurance, Analysis, Financial Risk, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Process Improvement, Private Equity, Mergers & Acquisitions, Management, Finance, SEC filings, Due Diligence, Financial Modeling, US GAAP, Financial Audits, Cash Flow, Revenue Recognition, Sarbanes-Oxley, Enterprise Risk..., Investments, Business Valuation, Corporate Finance, Managerial Finance, Leadership, Variance Analysis, General Ledger, Restructuring, Financial Statements, Statutory Accounting, Cost Accounting, Valuation, Risk Management, Forecasting, Strategic Financial..., Internal Audit, Cash Management, Cash Flow Forecasting, Forensic Accounting, Business Process..., Insurance Planning, @Risk, Budgets, Strategic Planning
Education
La Salle University 1976 — 1980
BS, Accounitng
Cardinal Dougherty High School 1972 — 1976
Grant Thornton LLP August 2014 - Present
Alliance Holdings May 2011 - June 2013
GTM Risk Management January 2010 - April 2010
Nuclear Electric Insurance Limited February 2006 - June 2009
SMART Business Advisory and Consulting 1998 - 2006
United National Insurance Company 1985 - 1998
Skills
Financial Reporting, GAAP, Auditing, Internal Controls, Accounting, Tax, Insurance, Analysis, Financial Risk, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Process Improvement, Private Equity, Mergers & Acquisitions, Management, Finance, SEC filings, Due Diligence, Financial Modeling, US GAAP, Financial Audits, Cash Flow, Revenue Recognition, Sarbanes-Oxley, Enterprise Risk..., Investments, Business Valuation, Corporate Finance, Managerial Finance, Leadership, Variance Analysis, General Ledger, Restructuring, Financial Statements, Statutory Accounting, Cost Accounting, Valuation, Risk Management, Forecasting, Strategic Financial..., Internal Audit, Cash Management, Cash Flow Forecasting, Forensic Accounting, Business Process..., Insurance Planning, @Risk, Budgets, Strategic Planning
Education
La Salle University 1976 — 1980
BS, Accounitng
Cardinal Dougherty High School 1972 — 1976
Geoffrey Baillie's SMART Business Advisory and Consulting Experience 2006 - 2009
Job Financial Services Professional
Industry Insurance
Experience
SMART Business Advisory and Consulting 2006 - 2009
ACE INA 2001 - 2006
Reliance Insurance Co. 1997 - 2000
Education
Drexel University - LeBow College of Business 2001 — 2003
MBA, Marketing
SMART Business Advisory and Consulting 2006 - 2009
ACE INA 2001 - 2006
Reliance Insurance Co. 1997 - 2000
Education
Drexel University - LeBow College of Business 2001 — 2003
MBA, Marketing
Vadim Vaks's SMART Business Advisory and Consulting Experience June 2005 - April 2007
Job Solutions Architect at Oracle
Industry Computer Software
Experience
Oracle September 2013 - Present
Comcast Cable January 2011 - September 2013
Comcast Cable April 2007 - December 2010
SMART Business Advisory and Consulting June 2005 - April 2007
Comcast Cable September 2003 - September 2004
Giving Capital August 2001 - April 2003
Skills
ITIL, Technical Architecture, Enterprise Architecture, IT Strategy, Integration, SDLC, Solution Architecture, Disaster Recovery, Vendor Management, SOA, Architecture, IT Management, Distributed Caching, Messaging, Java, Servers, Cross-functional Team..., Infrastructure, High Availability, System Deployment, Cloud Computing, Requirements Analysis, Telecommunications, IT Operations, Oracle, Virtualization, Software Development, Leadership, VMware, Network Architecture, Weblogic, Information Technology, Application Architecture, Web Services, Databases, Service Delivery, Middleware, TCP/IP, Web Applications, Strategy, Enterprise Software, Architectures
Education
Drexel University 2000 — 2005
BS, Information Systems
Oracle September 2013 - Present
Comcast Cable January 2011 - September 2013
Comcast Cable April 2007 - December 2010
SMART Business Advisory and Consulting June 2005 - April 2007
Comcast Cable September 2003 - September 2004
Giving Capital August 2001 - April 2003
Skills
ITIL, Technical Architecture, Enterprise Architecture, IT Strategy, Integration, SDLC, Solution Architecture, Disaster Recovery, Vendor Management, SOA, Architecture, IT Management, Distributed Caching, Messaging, Java, Servers, Cross-functional Team..., Infrastructure, High Availability, System Deployment, Cloud Computing, Requirements Analysis, Telecommunications, IT Operations, Oracle, Virtualization, Software Development, Leadership, VMware, Network Architecture, Weblogic, Information Technology, Application Architecture, Web Services, Databases, Service Delivery, Middleware, TCP/IP, Web Applications, Strategy, Enterprise Software, Architectures
Education
Drexel University 2000 — 2005
BS, Information Systems
John Varvaris's SMART Business Advisory and Consulting Experience 2006 - 2008
Job Executive VP and CFO at Best Doctors
Industry Insurance
Experience
Best Doctors Senior Managing DirectorSmart Business Consulting2006 - 2008
SMART Business Advisory and Consulting 2006 - 2008
Old Mutual Financial Network 2001 - 2006
Old Mutual 2000 - 2006
Ernst & Young 1979 - 2000
Ernst & Whinney 1987 - 1994
Education
Loyola University Maryland 2001 — 2005
Masters in Finance, MSF
Shippensburg University of Pennsylvania 1976 — 1980
BSBA, Accounting
Best Doctors Senior Managing DirectorSmart Business Consulting2006 - 2008
SMART Business Advisory and Consulting 2006 - 2008
Old Mutual Financial Network 2001 - 2006
Old Mutual 2000 - 2006
Ernst & Young 1979 - 2000
Ernst & Whinney 1987 - 1994
Education
Loyola University Maryland 2001 — 2005
Masters in Finance, MSF
Shippensburg University of Pennsylvania 1976 — 1980
BSBA, Accounting
Suzanne Goodstein, CPA's SMART Business Advisory and Consulting Experience May 2005 - March 2011
Job Senior Consultant at FTI Consulting
Industry Accounting
Experience
FTI Consulting July 2011 - Present
WeiserMazars LLP March 2011 - July 2011
SMART Business Advisory and Consulting May 2005 - March 2011
Education
Arcadia University 2001 — 2005
Accounting
FTI Consulting July 2011 - Present
WeiserMazars LLP March 2011 - July 2011
SMART Business Advisory and Consulting May 2005 - March 2011
Education
Arcadia University 2001 — 2005
Accounting
John Varvaris's SMART Business Advisory and Consulting Experience July 2006 - September 2008
Job Interim CEO
Industry Health, Wellness and Fitness
Experience
Best Doctors August 2015 - Present
Best Doctors December 2012 - August 2015
Best Doctors January 2012 - December 2012
Best Doctors September 2008 - December 2011
SMART Business Advisory and Consulting July 2006 - September 2008
Old Mutual US Life Insurance March 2001 - June 2006
Fidelity & Guaranty Life July 2000 - February 2001
Ernst & Young January 1979 - June 2000
Skills
Financial Analysis, Executive Management, Risk Management, Mergers, Strategic Planning, Healthcare, Financial Modeling, Financial Reporting, Mergers & Acquisitions
Education
Loyola College in Maryland 2001 — 2005
Master's degree, Finance, General
Shippensburg University of Pennsylvania 1976 — 1980
BS in Business Administration
Best Doctors August 2015 - Present
Best Doctors December 2012 - August 2015
Best Doctors January 2012 - December 2012
Best Doctors September 2008 - December 2011
SMART Business Advisory and Consulting July 2006 - September 2008
Old Mutual US Life Insurance March 2001 - June 2006
Fidelity & Guaranty Life July 2000 - February 2001
Ernst & Young January 1979 - June 2000
Skills
Financial Analysis, Executive Management, Risk Management, Mergers, Strategic Planning, Healthcare, Financial Modeling, Financial Reporting, Mergers & Acquisitions
Education
Loyola College in Maryland 2001 — 2005
Master's degree, Finance, General
Shippensburg University of Pennsylvania 1976 — 1980
BS in Business Administration
Anna Pelts's SMART Business Advisory and Consulting Experience 2005 - 2008
Job Manager, Real Estate Tax Appeals Walgreens
Industry Retail
Experience
Walgreens May 2008 - Present
Smart Business Advisory and Consulting 2005 - 2008
Skills
Property Tax, Tax, Tax Research, Valuation, Appeals
Education
Roosevelt University 2006 — 2009
MBA with concentration in Real Estate
DePaul University 2001 — 2004
Bachelor, Marketing
Walgreens May 2008 - Present
Smart Business Advisory and Consulting 2005 - 2008
Skills
Property Tax, Tax, Tax Research, Valuation, Appeals
Education
Roosevelt University 2006 — 2009
MBA with concentration in Real Estate
DePaul University 2001 — 2004
Bachelor, Marketing
Mike Kendzior's SMART Business Advisory and Consulting Experience December 2008 - March 2011
Job Towers Watson
Industry Management Consulting
Experience
Towers Watson November 2011 - Present
Grant Thornton LLP March 2011 - November 2011
SMART Business Advisory and Consulting December 2008 - March 2011
PricewaterhouseCoopers September 2000 - November 2008
PricewaterhouseCoopers, Philadelphia, USA 2000 - 2008
Skills
Corporate Tax, Federal Tax, Compliance, Tax Audits, Income Tax, Tax, Tax Advisory, Sarbanes-Oxley Act, US GAAP, CPA, Tax Research
Education
Philadelphia University 1993 — 1997
BS, Accounting
Towers Watson November 2011 - Present
Grant Thornton LLP March 2011 - November 2011
SMART Business Advisory and Consulting December 2008 - March 2011
PricewaterhouseCoopers September 2000 - November 2008
PricewaterhouseCoopers, Philadelphia, USA 2000 - 2008
Skills
Corporate Tax, Federal Tax, Compliance, Tax Audits, Income Tax, Tax, Tax Advisory, Sarbanes-Oxley Act, US GAAP, CPA, Tax Research
Education
Philadelphia University 1993 — 1997
BS, Accounting
Maureen Zeigler's SMART Business Advisory and Consulting Experience January 2008 - August 2008
Job Internal Auditor at AvalonBay Communities
Industry Accounting
Experience
AvalonBay Communities May 2013 - Present
Rubino & Company February 2013 - April 2013
WeiserMazars LLP March 2011 - January 2013
LECG September 2009 - February 2011
SMART Business Advisory and Consulting January 2008 - August 2008
Skills
GoSystems, Tax Preparation, ProSystem fx Tax, Tax Accounting, Internal Audit, US GAAP
Education
La Salle University 2005 — 2009
BS, Accounting
AvalonBay Communities May 2013 - Present
Rubino & Company February 2013 - April 2013
WeiserMazars LLP March 2011 - January 2013
LECG September 2009 - February 2011
SMART Business Advisory and Consulting January 2008 - August 2008
Skills
GoSystems, Tax Preparation, ProSystem fx Tax, Tax Accounting, Internal Audit, US GAAP
Education
La Salle University 2005 — 2009
BS, Accounting
Kristen McCleary's SMART Business Advisory and Consulting Experience May 2007 - October 2008
Job Data Analyst at NRG Energy
Industry Financial Services
Experience
NRG Energy June 2013 - Present
Lincoln Financial Group August 2011 - June 2013
Lincoln Financial Group January 2010 - August 2011
SMART Business Advisory and Consulting May 2007 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Data Analysis
Education
St. Joseph's University 2010 — 2011
Master of Science (M.S.), Finance and Financial Management Services
Temple University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Actuarial Science
NRG Energy June 2013 - Present
Lincoln Financial Group August 2011 - June 2013
Lincoln Financial Group January 2010 - August 2011
SMART Business Advisory and Consulting May 2007 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Data Analysis
Education
St. Joseph's University 2010 — 2011
Master of Science (M.S.), Finance and Financial Management Services
Temple University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Actuarial Science
Dustin Houck's SMART Business Advisory and Consulting Experience June 2010 - March 2012
Job BAS Senior Consultant at Grant Thornton
Industry Computer Software
Experience
Grant Thornton LLP July 2010 - Present
RBS Markets and International Banking April 2012 - December 2014
SMART Business Advisory and Consulting June 2010 - March 2012
MedCom Professional Services March 2009 - September 2009
GlaxoSmithKline March 2007 - March 2009
Skills
Servers, Business Analysis, IT Strategy, Business Intelligence, Databases, Programming, Training, SQL, Visio, Management, Consulting, Integration, Requirements Analysis, Data Warehousing, Enterprise Architecture, Process Improvement
Education
Drexel University 2005 — 2010
B.S, Computer Engineering
Grant Thornton LLP July 2010 - Present
RBS Markets and International Banking April 2012 - December 2014
SMART Business Advisory and Consulting June 2010 - March 2012
MedCom Professional Services March 2009 - September 2009
GlaxoSmithKline March 2007 - March 2009
Skills
Servers, Business Analysis, IT Strategy, Business Intelligence, Databases, Programming, Training, SQL, Visio, Management, Consulting, Integration, Requirements Analysis, Data Warehousing, Enterprise Architecture, Process Improvement
Education
Drexel University 2005 — 2010
B.S, Computer Engineering
Nick Majuri's SMART Business Advisory and Consulting Experience 2000 - 2007
Job Director, Academic Finance at Villanova University
Industry Higher Education
Experience
Villanova University November 2010 - Present
The Wharton School, University of Pennsylvania January 2008 - November 2010
SMART Business Advisory and Consulting 2000 - 2007
University of Pennsylvania School of Medicine 1998 - 2000
Skills
Accounting, Higher Education, Internal Controls, Analysis, CPA, Auditing, Internal Audit, Management Consulting, Forecasting, Nonprofits, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Finance, Budgets, Tax, Data Analysis, Managerial Finance, Enterprise Risk..., GAAP, US GAAP, Corporate Finance, Mergers & Acquisitions, Strategic Financial..., Valuation, Due Diligence, Access, SEC filings, General Ledger, Variance Analysis, Business Process..., Process Improvement, Risk Management, QuickBooks, Cost Accounting, Account Reconciliation, Financial Statements, Certified Fraud Examiner, Capital Budgeting, Accounts Receivable, Accounts Payable, Tax Preparation, Financial Risk, Cash Management, Sarbanes-Oxley, Payroll, Executive Management, Financial Planning
Education
Rutgers University – Camden 1990 — 1994
BS, Accounting
Villanova University November 2010 - Present
The Wharton School, University of Pennsylvania January 2008 - November 2010
SMART Business Advisory and Consulting 2000 - 2007
University of Pennsylvania School of Medicine 1998 - 2000
Skills
Accounting, Higher Education, Internal Controls, Analysis, CPA, Auditing, Internal Audit, Management Consulting, Forecasting, Nonprofits, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Finance, Budgets, Tax, Data Analysis, Managerial Finance, Enterprise Risk..., GAAP, US GAAP, Corporate Finance, Mergers & Acquisitions, Strategic Financial..., Valuation, Due Diligence, Access, SEC filings, General Ledger, Variance Analysis, Business Process..., Process Improvement, Risk Management, QuickBooks, Cost Accounting, Account Reconciliation, Financial Statements, Certified Fraud Examiner, Capital Budgeting, Accounts Receivable, Accounts Payable, Tax Preparation, Financial Risk, Cash Management, Sarbanes-Oxley, Payroll, Executive Management, Financial Planning
Education
Rutgers University – Camden 1990 — 1994
BS, Accounting
Ray Buber's SMART Business Advisory and Consulting Experience May 2004 - March 2010
Job Senior Consultant at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP July 2014 - Present
Abington Memorial Hospital November 2012 - March 2014
ParenteBeard LLC January 2011 - November 2012
LECG March 2010 - October 2010
SMART Business Advisory and Consulting May 2004 - March 2010
Education
La Salle University 2000 — 2004
bachelor of science and business administration, Accounting
Grant Thornton LLP July 2014 - Present
Abington Memorial Hospital November 2012 - March 2014
ParenteBeard LLC January 2011 - November 2012
LECG March 2010 - October 2010
SMART Business Advisory and Consulting May 2004 - March 2010
Education
La Salle University 2000 — 2004
bachelor of science and business administration, Accounting
Brian Cavin, CPA's SMART Business Advisory and Consulting Experience 2002 - 2007
Job Senior Manager at Deloitte
Industry Management Consulting
Experience
Deloitte May 2007 - Present
SMART Business Advisory and Consulting 2002 - 2007
Ernst & Young April 2002 - October 2002
Arthur Andersen LLP 1998 - 2002
Skills
Tax, Indirect Taxation, ERP, Medical Device Excise..., JD Edwards, SAP ERP, Vertex, Taxware, Sabrix, Thomson Reuters, Tax Research, Consulting, Tax Accounting, Use Tax, Sarbanes-Oxley Act
Education
Clemson University 1987 — 1991
BS, Management
Spartanburg High School
Deloitte May 2007 - Present
SMART Business Advisory and Consulting 2002 - 2007
Ernst & Young April 2002 - October 2002
Arthur Andersen LLP 1998 - 2002
Skills
Tax, Indirect Taxation, ERP, Medical Device Excise..., JD Edwards, SAP ERP, Vertex, Taxware, Sabrix, Thomson Reuters, Tax Research, Consulting, Tax Accounting, Use Tax, Sarbanes-Oxley Act
Education
Clemson University 1987 — 1991
BS, Management
Spartanburg High School
Dmitriy Kodes, PMP's SMART Business Advisory and Consulting Experience June 2008 - March 2010
Job Manager, Operational Risk Managment at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage August 2013 - Present
WeiserMazars LLP October 2011 - June 2013
Grant Thornton LLP March 2011 - October 2011
LECG March 2010 - March 2011
SMART Business Advisory and Consulting June 2008 - March 2010
Campbell Soup Company 2007 - 2007
Skills
Operational Risk..., Business Process..., Management Consulting, Risk Management, Business Analysis, Financial Modeling, Financial Services, Finance, Insurance, Business Process, Change Management, Strategic Planning, Project Management, Operational Risk, RCSAs
Education
Rutgers University – Camden 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Management: MIS/Ecommerce
Rutgers, The State University of New Jersey-Camden 2006 — 2008
Bachelor of Science, Majoring in Business Management with a minor in Finance
PHH Mortgage August 2013 - Present
WeiserMazars LLP October 2011 - June 2013
Grant Thornton LLP March 2011 - October 2011
LECG March 2010 - March 2011
SMART Business Advisory and Consulting June 2008 - March 2010
Campbell Soup Company 2007 - 2007
Skills
Operational Risk..., Business Process..., Management Consulting, Risk Management, Business Analysis, Financial Modeling, Financial Services, Finance, Insurance, Business Process, Change Management, Strategic Planning, Project Management, Operational Risk, RCSAs
Education
Rutgers University – Camden 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Management: MIS/Ecommerce
Rutgers, The State University of New Jersey-Camden 2006 — 2008
Bachelor of Science, Majoring in Business Management with a minor in Finance
Allison (Allie) Flick's SMART Business Advisory and Consulting Experience September 2007 - July 2009
Job Associate Director of Operations at Saint Joseph's University
Industry Higher Education
Experience
Saint Joseph's University 2012 - Present
Saint Joseph's University June 2010 - September 2012
Saint Joseph's University August 2009 - June 2010
Smart Business Advisory and Consulting September 2007 - July 2009
Smart Business Advisory and Consulting August 2006 - May 2007
Smart Business Advisory and Consulting September 2004 - July 2006
Skills
Organizing, Event Management, Planning, Budget Management, Grant Writing, Grant Applications, Event Planning, Process Improvement, Managing Others, Program Planning, Strategic Planning, Project Coordination, Goal Oriented, Motivated self-starter, Writing, Pay Close Attention to..., Efficiency, Higher Education, Music, Wellbeing, Work Autonomously, Non-profits, Management, Budgets, Project Planning, Plannning, Social Media, Research, PowerPoint, Nonprofits, Editing, Student Affairs, Customer Service, Project Management, Volunteer Management, Organizational..., Staff Development, Leadership Development
Education
Saint Joseph's University 2011 — 2013
Masters, Organization Development and Leadership
Saint Joseph's University 2003 — 2007
Bachelor of Science, Business Administration/Marketing
Archbishop Prendergast High School 1999 — 2003
Saint Joseph's University 2012 - Present
Saint Joseph's University June 2010 - September 2012
Saint Joseph's University August 2009 - June 2010
Smart Business Advisory and Consulting September 2007 - July 2009
Smart Business Advisory and Consulting August 2006 - May 2007
Smart Business Advisory and Consulting September 2004 - July 2006
Skills
Organizing, Event Management, Planning, Budget Management, Grant Writing, Grant Applications, Event Planning, Process Improvement, Managing Others, Program Planning, Strategic Planning, Project Coordination, Goal Oriented, Motivated self-starter, Writing, Pay Close Attention to..., Efficiency, Higher Education, Music, Wellbeing, Work Autonomously, Non-profits, Management, Budgets, Project Planning, Plannning, Social Media, Research, PowerPoint, Nonprofits, Editing, Student Affairs, Customer Service, Project Management, Volunteer Management, Organizational..., Staff Development, Leadership Development
Education
Saint Joseph's University 2011 — 2013
Masters, Organization Development and Leadership
Saint Joseph's University 2003 — 2007
Bachelor of Science, Business Administration/Marketing
Archbishop Prendergast High School 1999 — 2003
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY