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
Sapient 2008 - Present
SMART Business Advisory and Consulting 2005 - 2007
Deloitte Consulting 2002 - 2003
Arthur Andersen, LLP 1998 - 2002
Skills
Business Process, Strategy, Business Strategy, Business Analysis, Business Intelligence, PMO, Management Consulting, Requirements Gathering, Strategic Planning, Account Management, Program Management, Data Analysis, Business Case, IT Strategy, Digital Strategy, Data Warehousing, Quantitative Analytics, CRM, Business Transformation, SDLC, New Business Development, Organizational Design, Data Management, Business Process..., Leadership, Strategy Development, Operational Planning, Qualitative Research, Requirements Analysis, Change Management, Content Strategy, Enterprise Software, Web Content Management, Drupal, Forecasting, CMS, Customer Experience..., Customer Journeys
Education
University of Arizona, Eller College of Management 2003 — 2005
MBA
Villanova University 1994 — 1998
BCPE, Computer Engineering
Robert W. Baird & Co. June 2015 - September 2015
MakerSquare June 2014 - September 2014
Guggenheim Partners January 2013 - June 2014
McGladrey August 2009 - December 2012
SMART Business Advisory and Consulting June 2008 - August 2008
McGladrey January 2008 - April 2008
HSBC June 2007 - August 2007
Skills
Corporate Tax, Tax Preparation, Tax Advisory, Accounting, Financial Accounting, FIN 48, ASC 740
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (BS), Accounting
Stout Risius Ross 2015 - 2015
Stout Risius Ross 2013 - 2015
Stout Risius Ross 2011 - 2013
Stout Risius Ross 2008 - 2011
SMART Business Advisory and Consulting 2007 - 2008
SMART Business Advisory and Consulting May 2006 - August 2006
HDR May 2005 - August 2005
Skills
Business Analysis, Business Development, Business Valuation, Client Services, Dispute Resolution, Financial Accounting, Financial Analysis, Financial Modeling, Financial Services, Forensic Accounting, Forensic Analysis, Litigation Support, Microsoft Office, Networking, Project Management, Team Leadership, Corporate Finance, Due Diligence, DCF, Valuation, Finance, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2004 — 2007
B.B.A., Finance, Psychology
Passed Levels I and II of the CFA Exam
Main Street Hub April 2015 - Present
Travel June 2014 - February 2015
Interbrand June 2012 - June 2014
Societe Generale Energy Corp. February 2011 - June 2012
RBS Sempra Commodities November 2009 - February 2011
SMART Business Advisory and Consulting August 2007 - November 2009
Skills
Commodity, Derivatives, Financial Modeling, Risk Management, Fixed Income, Trading Systems, Valuation, Capital Markets, FX Options, Portfolio Management, Asset Management, Corporate Finance, Financial Analysis, Due Diligence, Management, Business Development
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Gorfine, Schiller & Gardyn, PA June 2008 - Present
SMART Business Advisory and Consulting January 2003 - June 2008
Skills
Tax, Income Tax, Auditing, Accounting, Microsoft Office, Financial Reporting, Tax Preparation, Corporate Tax, Tax Accounting, GAAP, Partnership Taxation, QuickBooks, Tax Research, Financial Accounting, CPA
Education
Towson University 1998 — 2002
Bachelor of Science, Accounting
williamsport high 1995 — 1998
Comcast Business August 2013 - Present
Grant Thornton LLP April 2011 - August 2013
LECG March 2010 - April 2011
SMART Business Advisory and Consulting March 2008 - March 2010
Skills
Microsoft Excel, InfoPath Forms, Microsoft SharePoint..., PowerPoint, Microsoft Office, Public Speaking, Customer Service, Windows, Outlook, Negotiation, Project Management, Program Management, Process Improvement, Business Intelligence, Analysis
Education
University of Scranton 2002 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Paul VI High School 1998 — 2002
High School
SMART DEVINE September 2010 - Present
Privately held commercial bank October 2008 - August 2010
SMART Business Advisory and Consulting September 1996 - September 2008
Touche Ross September 1982 - March 1989
Skills
Mergers, Auditing, Internal Controls, Mergers & Acquisitions, Accounting, Restructuring, Insurance, Financial Reporting, Financial Services, Finance, Budgets, Project Management, Forensic Accounting, Nonprofits, Strategic Planning, SEC filings, Business Process...
Education
Saint Joseph's University 1978 — 1982
BS, Accounting
St. Joseph’s University 1978 — 1982
BS, Accounting
Cardinal O'Hara High School 1974 — 1978
St. Dorothy School
Deloitte & Touche June 2010 - Present
SMART Business Advisory and Consulting June 2009 - August 2009
University of Notre Dame May 2007 - May 2009
General Electric May 2008 - August 2008
University of Notre Dame January 2008 - May 2008
Gold Medal Gymnastics September 2000 - January 2008
Skills
SAS, Programming, ACL, C++, SQL, Access, Data Analysis, Business Process Mapping, Consulting
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
Master of Business Administration, Consulting Concentration
University of Notre Dame 2005 — 2010
Bachelor of Science, Electrical Engineering
Hay Group January 2011 - Present
American Life Insurance Company June 2010 - January 2011
Cephalon November 2009 - June 2010
HighPoint Solutions May 2009 - June 2010
City of Philadelphia Department of Revenue May 2006 - May 2009
SMART Business Advisory and Consulting June 2008 - August 2008
Skills
Access, Insurance, Business Analysis, Project Management, SQL, Data Analysis, Risk Management, SSIS, Visual Studio, DBArtisan, SQL Server Management...
Education
Temple University 2005 — 2009
Bachelor's degree, Actuarial Science
Endo Pharmaceuticals 2014 - Present
Deloitte Tax LLP August 2011 - March 2014
Deloitte Tax LLP September 2008 - July 2011
Deloitte Tax LLP May 2007 - August 2008
SMART Business Advisory and Consulting 2002 - 2007
Heffler, Radetich & Saitta LLP August 2001 - August 2002
Skills
Tax Research, Tax, Tax Accounting, Corporate Tax, Income Tax, CPA, Accounting, Partnership Taxation, US Tax, SEC filings, GAAP, Financial Reporting, Auditing, Tax Preparation, Internal Controls, US GAAP, Big 4, Tax Advisory, Sarbanes-Oxley Act
Education
Villanova University 2004 — 2008
MT, Taxation
Temple University 1999 — 2001
MBA, Accounting
Ursinus College 1994 — 1998
BA, History
WeiserMazars, LLP October 2011 - Present
Ernst & Young, LLP April 2011 - October 2011
LECG 2010 - April 2011
SMART Business Advisory and Consulting May 2005 - April 2011
SMART 2005 - March 2010
Deloitte Tax, LLP May 2001 - May 2005
Reliance Insurance Company 1983 - 2001
Skills
SSAP 10R/SSAP 101, Auditing, Internal Controls, SEC filings, Due Diligence, Income Tax, Financial Accounting, US GAAP, Mergers & Acquisitions, Internal Audit, Tax Research, Tax Accounting, Forensic Accounting, Enterprise Risk..., Tax Preparation, Strategic Financial..., Tax, Sarbanes-Oxley Act, GAAP, Insurance
Education
Temple University 1976 — 1980
BBA, Accounting
Temple University 1976 — 1980
Bachelor of Business Administration (BBA), Accounting
SMART DEVINE April 2011 - Present
SMART Business Advisory and Consulting September 2004 - March 2011
Kroll June 2002 - September 2004
Parente Randolph May 2002 - June 2002
Miller Coffey Tate, LLP August 1996 - May 2000
Skills
Bankruptcy, Litigation Support, Forensic Analysis, Certified Fraud Examiner, Fraud, Arbitration, Leadership, Forensic Accounting, Litigation, CPA, Restructuring, Private Investigations, Auditing, Tax, Accounting, Finance
Education
University of Delaware - Lerner College of Business and Economics
Bachelor's Degree, Accounting with Minor in Economics
Grant Thornton August 2009 - Present
SMART Business Advisory and Consulting June 2008 - August 2008
Skills
Information Technology, IT Audit, CISA, Sarbanes-Oxley Act, External Audit, Internal Controls, Enterprise Risk..., Internal Audit, Auditing, GAAP, COBIT, Financial Reporting, SSAE16, Sarbanes-Oxley, Business Process..., Management Consulting, SAS70, Management, Financial Analysis
Education
University of Notre Dame 2005 — 2009
BA, Information Technology Management
Gillon Tax Advisors, LLC July 2010 - Present
Ernst & Young July 2008 - June 2010
SMART Business Advisory and Consulting April 2007 - July 2008
Deloitte & Touche April 2001 - March 2007
Skills
Tax, Corporate Tax, Mergers, CPA, Financial Reporting, Tax Research, Private Client Services, Restructuring, Bankruptcy, International Tax, Tax Advisory, Economics, Income Tax, Economic Development, Latin American Studies, Mergers & Acquisitions, US GAAP
Education
The University of Texas at Austin 1994 — 1996
MPA, Tax
Trinity College-Hartford 1989 — 1994
B.A., Economics/Latin American Studies
EVP Advisors, Inc. 2010 - Present
common client 2014 - 2015
SMART Business Advisory and Consulting 2005 - 2009
XL Insurance 1995 - 2004
Tillinghast / Towers Perrin 1992 - 1995
Skills
Actuarial Science, Insurance, Financial Modeling, Reinsurance, Litigation, Strategy, Captives, Financial Risk, Property & Casualty...
Education
Université de Montréal 1979 — 1982
BSc, Mathematics
Bell & Evans May 2008 - Present
Lebanon Valley College July 2007 - August 2014
SMART Business Advisory and Consulting January 2006 - April 2008
Bogner of America July 1999 - February 2006
Benetton March 1991 - July 1999
Skills
Executive Pay, Organization, Mergers, Human Capital, Team Building, Strategic Planning, Contract Negotiation, Budgets, Strategy, Management Consulting, Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Executive Management, Business Development, Human Resources, Risk Management, Finance, Leadership
Education
Millersville University of Pennsylvania
BS, Accounting
Temple University - Fox School of Business and Management
MBA, Finance, Marketing
Grant Thornton LLP March 2011 - Present
Wharton School, University of Pennsylvania September 1994 - January 2014
SMART Business Advisory and Consulting October 2003 - February 2011
Ernst & Young July 1997 - October 2003
Price Waterhouse September 1976 - July 1997
Skills
Family Business, Transaction Services, Flow-through Taxation, Mergers, Tax Accounting, Tax, Private Equity, Estate Planning, Accounting, Mergers & Acquisitions, Managerial Finance, Transaction Processing, Trusts, Auditing, Management, Leadership, Financial Services, Venture Capital
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MS, Accounting
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Economics (Concentration in Accounting)
Germantown Friends School
McGladrey January 2015 - Present
The Private Equity CFO Association January 2013 - Present
Fesnak and Associates, LLP January 2005 - January 2015
Allentown Economic Development Corporation 2008 - June 2013
SMART Business Advisory and Consulting January 2002 - January 2005
Concannon, Miller & Co. P.C. November 1985 - January 2002
Goldstein Golub Kessler 1980 - 1985
Shaye Lutz Schwartz and King 1978 - 1980
Skills
Financial Reporting, CPA, US GAAP, Financial Accounting, Financial Analysis, Assurance, Financial Statements, Venture Capital, Private Equity, Due Diligence, Auditing, Business Valuation, Management Consulting, Internal Controls, Management, Accounting, Tax Returns, Sales Tax, Cash Management
Education
Siena College 1974 — 1978
BBA, Accounting
Pine Hill Group June 2013 - Present
BDO USA, LLP March 2011 - April 2013
LECG March 2010 - February 2011
SMART Business Advisory and Consulting September 2004 - March 2010
Skills
Auditing, Internal Controls, Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, GAAP, Assurance, CPA, Forensic Accounting, Enterprise Risk..., External Audit, Internal Audit, Revenue Recognition, SEC Filings, Sarbanes-Oxley, Financial Analysis
Education
Temple University - Fox School of Business and Management 1999 — 2002
Bachelor of Arts, Accounting and Finance
Duquesne University November 2013 - Present
SMART DEVINE January 2012 - November 2013
Grant Thornton LLP March 2011 - January 2012
LECG March 2010 - March 2011
SMART Business Advisory and Consulting February 2009 - March 2010
SunGard Higher Education September 2007 - February 2009
Duquesne University May 2005 - September 2007
University of Notre Dame February 1998 - May 2005
Skills
Banner Financial Aid, SQL programming, Cognos reporting, SQL, Academia, Business Analysis, Leadership, Cognos ReportNet, Higher Education, Financial Aid..., Microsoft Office, Program Management, Business Process..., Student Financial Aid, Business Intelligence, Process Improvement, Management
Education
University of Notre Dame 2000 — 2004
MSA, Not-for-Profit Administration
University of Notre Dame 1988 — 1992
BBA, Accounting
Humana January 2015 - Present
Humana September 2014 - January 2015
Humana November 2009 - September 2014
Humana May 2008 - November 2009
SMART Business Advisory and Consulting October 2005 - May 2007
William F. Gurrie & Co. Ltd. (now Baker Tilly Virchow Krause, LLP) June 2005 - October 2005
William F. Gurrie & Co. Ltd. (now part of Baker Tilly Virchow Krause, LLP) May 2004 - June 2005
Skills
Insurance, Financial Modeling, Process Improvement, Sarbanes-Oxley Act, Leadership, Strategic Planning, Analysis, Management, Financial Analysis, Strategy, Cross-functional Team..., Finance, Budgets, Program Management, Accounting, Data Analysis, Financial Reporting, Internal Controls, Team Building
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Business Administration
University of Notre Dame - Mendoza College of Business 2003 — 2004
Master of Science in Accountancy
University of Notre Dame 1999 — 2003
Bachelor of Business Administration
AIG April 2014 - Present
AIG June 2012 - April 2014
American International Group June 2010 - June 2012
American International Group September 2009 - June 2010
Deloitte November 2004 - April 2009
SMART Business Advisory and Consulting 2004 - 2004
Skills
Retail accounting, SOX 404, Project Management, Finance Transformation, Operational Risk..., Accounting, Sarbanes-Oxley Act, Internal Controls, US GAAP, PMO, Finance, Auditing, Financial Reporting, Financial Analysis, Internal Audit
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
B.S. - Accounting, Double Majored in Accounting & Finance
Taylor Strategy Partners March 2015 - Present
The Chicago School of Professional Psychology August 2013 - Present
Grant Thornton LLP March 2011 - March 2015
SMART Business Advisory and Consulting September 2009 - March 2011
Canon Financial Services, Inc. June 2009 - September 2009
Skills
Organizational..., Performance Improvement, Business Process..., Organizational..., Leadership Development, Change Management, Management Consulting, Performance Management, Project Management, Team Building, Training, Personnel Management, Talent Management, Leadership, Business Analysis, Mergers & Acquisitions, Instructional Design, Strategic Planning, Organizational Design, Consulting, Succession Planning, Employee Engagement, Strategy, Process Improvement, Program Management, Management
Education
The Chicago School of Professional Psychology 2011 — 2014
Doctor of Philosophy (Ph.D.), Business Psychology
West Chester University of Pennsylvania 2008 — 2010
Masters, Industrial / Organizational Psychology
Temple University 2004 — 2008
BA, Psychology
Aon Hewitt March 2013 - March 2015
Plante Moran November 2006 - April 2012
SMART Business Advisory and Consulting October 2005 - October 2006
Nationwide Insurance August 2002 - May 2004
Reliastar/ING August 1998 - May 2001
Skills
401k, Investments, Due Diligence, Defined Contribution, Investment Advisory..., Asset Allocation, Fiduciary Governance, Strategic Planning, Investment Consulting, Project Management, Business Relationship..., Business Development, Retirement Plan..., ERISA, Institutional..., Investment Policy, Fiduciary Expertise, Vendor Relations, Investment Management, Employee Benefits, Mutual Funds, Fiduciary Services, Participant..., Strategic Communications, Investment Policy..., Retirement, Fiduciary Management, Asset Management, Fee Benchmarking, Defined Contribution..., Meeting Management, Practice Management, Practice Development, Best Practices, Problem Solving, Self-starter, Brand Marketing, Managed Account Services, Communications, Strategic Negotiations
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
David's Bridal July 2014 - Present
David's Bridal October 2003 - June 2014
SMART Business Advisory and Consulting June 2002 - October 2003
Arthur Andersen Business Consulting September 1999 - May 2002
QVC October 1996 - August 1999
Sara Lee Branded Apparel June 1995 - September 1997
Hubbell Lighting May 1993 - May 1994
Skills
Quality Assurance, Leadership, Management, Business Analysis, Retail, Human Resources, Supply Chain, Inventory Management, Business Process, Vendor Management, Cross-functional Team..., Change Management, Management Consulting, Strategic Planning, Project Management, SDLC, Process Improvement, Team Building, Business Process..., Supply Chain Management, Integration, Strategy, Budgets, Business Intelligence, Forecasting, Operations Management, Merchandising, Team Leadership, Logistics
Education
University of Delaware 1995 — 1997
MBA, Finance, Marketing
Virginia Tech 1989 — 1993
BS, Industrial & Systems Engineering
SL Industries, Inc. August 2011 - Present
WeiserMazars LLP March 2011 - August 2011
SMART Business Advisory and Consulting September 2009 - March 2011
Skills
Accounting, Financial Reporting, Audit, Budgeting, Consolidation, SEC reporting, 10K
Education
Saint Joseph's University 2005 — 2009
BS, Accounting, Finance
Epic January 2010 - December 2014
SMART Business Advisory and Consulting July 2007 - September 2009
Skills
Accounting, Tax Accounting, Microsoft Excel, Data Analysis, Corporate Tax, Quality Assurance, Regression Testing, Tax, Epic, Microsoft Office, Income Tax
Education
University of Notre Dame 2003 — 2007
BBA, Accountancy and Mathematics
FGMK 2006 - Present
SMART Business Advisory and Consulting 2002 - 2006
Glenn Ingram & Company 1997 - 2002
Skills
Accounting, CRM, Tax, External Audit, Internal Controls, Corporate Tax, Auditing, Partnership Taxation, Financial Accounting, GAAP, General Ledger, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Management, Due Diligence, CPA, Income Tax, Tax Preparation
Education
University College Cork
B. Comm, Economics, Accounting
New York University Abu Dhabi April 2014 - Present
SMART DEVINE August 2012 - April 2014
New York University March 2008 - April 2014
The Graham Company December 2008 - August 2012
SMART Business Advisory and Consulting January 1998 - December 2008
Lion Brewery January 1997 - January 1998
Kronick, Kalada, Berdy, & Co. LLP July 1994 - December 1996
Skills
Budgets, Risk Management, Financial Accounting, Operational Planning, Capital Budgeting, Research, Higher Education, Auditing, Project Management, Insurance, SEC filings, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Management Consulting, Strategic Planning, Process Improvement, Internal Audit, Financial Modeling, Mergers, Accounting, Business Process..., Finance, Managerial Finance, Strategic Financial..., Analysis, Enterprise Risk..., Due Diligence, Forecasting, Financial Services, GAAP, Mergers & Acquisitions
Education
University of Notre Dame 1990 — 1993
BBA, Accountancy
Bishop O'Reilly High School 1986 — 1989
Enrich IT Consulting \ Smarterphone Labs January 2010 - Present
Budget Prepay July 2008 - January 2010
SMART Business Advisory and Consulting June 2005 - July 2008
Skills
Mobile Applications, Web Design, Android, Business Process, Entrepreneurship, Web Development, Microsoft SQL Server, Management Consulting, Business Development, Project Management, Database Design, jQuery, Integration, Strategic Planning, SQL, Business Analysis, JavaScript, SDLC, HTML, Databases, C#
Education
University of Notre Dame 2001 — 2005
BA, MIS
Sassetti LLC, CPAs July 2015 - Present
Fernandez, Johnson & Anderson LLC February 2013 - July 2015
VDIware, LLC September 2011 - February 2013
Cray Kaiser LTD June 2009 - September 2011
Smart Business Advisory and Consulting July 2004 - July 2010
Glenn Ingram & Co. Ltd. 2000 - 2002
Athletico 1998 - 2000
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Audit, Finance, Tax, GAAP, Internal Controls, Financial Accounting
Education
University of Illinois at Chicago 2003 — 2007
MBA, Accounting
Lourdes
Santora CPA Group August 2015 - Present
Experienced Tax Manager April 2015 - August 2015
Clifton Larson Allen February 2014 - April 2015
ParenteBeard LLC November 2011 - January 2014
National Business Institute November 2013 - November 2013
Grant Thornton LLP March 2011 - December 2011
LECG March 2010 - February 2011
SMART Business Advisory and Consulting September 2008 - March 2010
SMART Business Advisory and Consulting June 2006 - September 2008
Skills
Tax, State Tax, Audit Defense, Income Tax, Tax Research, Corporate Tax, Sales & Use Tax
Education
Widener University School of Law
Juris Doctor
University of Pittsburgh
Bachelor of Science, Business Administration; Accounting
Eigen X December 2012 - Present
Grant Thornton LLP March 2011 - November 2012
LECG March 2010 - February 2011
SMART Business Advisory and Consulting May 2006 - March 2010
LT Court Tech LLC January 2004 - May 2006
Verilaw Technologies, Inc November 2000 - January 2004
InvestorForce January 2000 - November 2000
Ceridian May 1997 - January 2000
FLX January 1994 - May 1997
Skills
IT Strategy, IT Consulting, Project Management, Technical Management, IT Budget Review, Business Analysis, Proposal Writing, c#, .NET, Java, Struts, PHP, cakePHP, jQuery, SQL Server 2008, MySQL, ColdFusion, Data Warehouse, Software Architecture, SOA/ESB, Model View Controller, Web Development, Software Development, ORM, Unit Testing, Automated Testing, Property Management..., Document Imaging, HRIS, Benefits Administration, Payroll Software, Microsoft SQL Server, Enterprise Software, C#, Data Warehousing, Cloud Computing, Consulting, SQL
Education
University of Pennsylvania 1989 — 1993
B.S.E., Computer Science and Engineering
University of Pennsylvania 1989 — 1993
B.A.S., Mathematics
Deloitte October 2013 - Present
Grant Thornton LLP March 2011 - October 2013
LECG 2010 - March 2011
SMART Business Advisory and Consulting 2007 - March 2010
College Pro Painters 2004 - 2005
Skills
Project Management, Lean Management, Management Consulting, Process Improvement, Business Process..., Business Requirements, Strategy Implementation, Business Analysis, Business Process, Training, Accounting, SharePoint, Strategy, Business Transformation, Management, Change Management, Outsourcing, Software Documentation, Analysis, Consulting, Strategic Planning, ERP
Education
University of Delaware 2003 — 2007
Bachelor of Science, Business Administration: Management and Marketing
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Business, Management, Marketing, and Related Support Services
Northern High School
Northern High School
Grant Thornton LLP March 2011 - Present
LECG March 2010 - February 2011
SMART Business Advisory and Consulting September 2007 - March 2010
SMART Business Advisory and Consulting March 2005 - September 2007
Education
University of Scranton 1999 — 2003
Verizon December 2011 - Present
RSM McGladrey February 2011 - December 2011
SMART Business Advisory and Consulting January 2009 - April 2011
Crowe Chizek & Company LLC September 2007 - January 2009
Rea & Associates, Inc February 2004 - August 2007
Unilever 2000 - 2000
Skills
Tax, Financial Analysis, Corporate Tax, Tax Accounting, Tax Research, Accounting, Sarbanes-Oxley Act, CPA, Income Tax, Tax Preparation
Education
The Ohio State University Fisher College of Business 1997 — 2003
JAB Insurance Brokers Inc. March 2011 - Present
Meadowbrook Insurance Group August 2010 - March 2011
Vlahos Dunn Insurance November 2005 - August 2010
The Dollfus Agency, Nationwide Insurance April 2005 - November 2005
SMART Business Advisory and Consulting June 2003 - April 2005
Skills
Property & Casualty..., Insurance, General Insurance, Casualty, Finance, Sales Operations, Commercial Insurance, Team Building, Budgets, Sales Management, Process Improvement, Workers Compensation, Sales, New Business Development, Marketing, Casualty Insurance, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Bachelors, Business Management and Information Systems
Beverly Financial Group 2007 - Present
Smart Business Advisory and Consulting 2005 - 2006
Education
St. Norbert College 1977 — 1980
Morneau Shepell May 2013 - Present
Morneau Shepell March 2009 - May 2013
ING Investment Management November 2008 - March 2009
Solar Velocity January 2005 - October 2008
SMART Business Advisory and Consulting October 2003 - December 2004
Andersen Business Consulting February 2001 - June 2002
Skills
ASP.NET MVC, C#, AngularJS, CSS3, Web Development, Web Applications, .NET, User Interface Design, Agile Methodologies, Web Services, AJAX, Architecture, JavaScript, Windows Phone, User Experience, Microsoft SQL Server, CMS, jQuery, Iron Python, Kendo UI, MVVM, DLR, SignalR, SCRUM, WPF Development, MAF, Object Oriented Design, SDLC, Enterprise Software, Silverlight, Knockout, Node.js, Git, WebStorm, Python, ASP.NET, PostgreSQL
Education
The University of Georgia 1996 — 2000
B.S, Computer Sciene
Conestoga Capital Advisors June 2013 - Present
PENN Capital Management May 2011 - April 2013
Deutsche Bank June 2007 - November 2009
SMART Business Advisory and Consulting 2005 - 2007
Deloitte July 2004 - November 2005
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Equity Research, Hedge Funds, Fixed Income, Capital Markets, Asset Managment, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Due Diligence, Mutual Funds, Asset Allocation, Equity Valuation
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science, Economics and Accounting
Grant Thornton LLP March 2012 - Present
Grant Thornton LLP (Smart BAS acquired by grant Thornton) March 2011 - March 2012
SMART Business Advisory and Consulting February 2005 - February 2011
Pearson VUE (Promissor - acquired by Pearson VUE) May 2002 - January 2005
Spherion July 1999 - April 2002
Datatec Limited August 1998 - July 1999
Paracon (Software Futures - acquired by Paracon) May 1997 - July 1998
Nedbank Private Wealth February 1996 - April 1997
Transnet - Procurement July 1995 - January 1996
Investec June 1994 - June 1995
Skills
Strategy Execution, Business Process..., Enterprise Architecture, Business Process..., Enterprise-wide..., Integration, IT Strategy, Strategy Implementation, Technology Solutions, Project Management, Management, Software Development, Agile Methodologies, Analysis, Application Architecture, Strategic Planning, Business Intelligence, Business Strategy, Business Process, Business Process..., Architectures, SDLC, Governance, Business Transformation, Business Analysis, Architecture, Consulting, Strategy
Education
University of KwaZulu-Natal 1990 — 1992
BSc, Computer Science / Economics
University of South Africa/Universiteit van Suid-Afrika 1989 — 1989
Bachelor of Science (B.Sc.) - Credits, Physics and Chemistry
Michaelhouse 1989 — 1989
Calculus, Chemistry & Physics
Inkamana high school 1984 — 1988
High School Diploma, STEM focus
Arch Insurance Group August 2014 - Present
Arch Insurance Group February 2013 - August 2014
Arch Insurance Group April 2007 - January 2013
SMART Business Advisory and Consulting 2000 - 2007
SMART 2000 - 2007
Education
The Catholic University of America 1996 — 2000
STV Group September 2011 - Present
Grant Thornton LLP March 2011 - September 2011
SMART Business Advisory and Consulting September 2002 - February 2011
Mountbatten Surety Company, Inc. February 1999 - September 2002
Skills
Sarbanes-Oxley Act, Auditing, Forensic Accounting, Internal Audit, Financial Reporting, Process Improvement, Financial Analysis, Business Process..., Management Consulting, Strategic Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
GSK November 2014 - Present
KPMG April 2014 - November 2014
ARAMARK September 2013 - April 2014
Ernst & Young May 2011 - July 2013
PPL Corporation October 2010 - February 2011
JP Morgan Chase December 2009 - September 2010
SMART Business Advisory and Consulting October 2008 - July 2009
The Siegfried Group April 2007 - October 2008
HCI Direct Inc 2006 - 2007
Comcast 2005 - 2006
Skills
Accounting, Financial Analysis, Internal Controls, Forecasting, CPA, SEC filings, SEC Filings, US GAAP, Finance, Auditing, Sarbanes-Oxley Act, GAAP, Internal Audit, General Ledger, Financial Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
Post Graduate Certificate Program, Accounting
Susquehanna University 1998 — 2002
Bachelor's Degree, Business Administration
Navigate Corporation February 2014 - Present
Grant Thornton LLP March 2011 - February 2014
SMART Business Advisory and Consulting December 2004 - February 2011
Virtus Partners August 2002 - November 2004
BearingPoint February 2002 - August 2002
Andersen Consulting 1998 - 2002
PECO Energy 1998 - 2002
Skills
Management Consulting, Change Management, Organizational Design, Talent Management, Human Capital, Organizational..., Performance Management, Business Process..., Organizational..., Succession Planning, Strategic Planning, Process Improvement, Acquisition Integration, Shared Services, HRIS, Business Transformation, Project Management, Employee Engagement, Leadership Development, Onboarding, Program Management, System Implementations, Customer Relationship..., Strategic Facilitation, Large Scale Business..., Large Scale Systems..., Leadership, Business Process..., Consulting, Strategy, ERP, Project Portfolio..., Governance, PMO, Personnel Management
Education
West Chester University of Pennsylvania 2000 — 2002
MA, Industrial Organizational Psychology
Shippensburg University of Pennsylvania 1984 — 1988
BA, Psychology
Schiff Hardin LLP August 2009 - Present
SMART Business Advisory and Consulting January 2007 - July 2009
Wagner, Eubank, & Nichols, LLP August 2002 - December 2006
Skills
Accounting, GAAP, Tax, CPA, Due Diligence
Education
University of Mississippi 1997 — 2002
Masters, Accounting
Grayslake
Global Insurance Partners, LLC August 2008 - Present
SMART Business Advisory and Consulting March 2003 - August 2008
VESTA INSURANCE GROUP December 2005 - August 2006
UNITED AGENTS HOLDINGS (UAH) March 1995 - September 2000
UALA, UAU March 1995 - September 2000
UNITED CASUALTY INSURANCE COMPANY OF AMERICA February 1992 - February 1995
Consolidated International Insurance Group October 1990 - June 1991
AIG Marketing August 1987 - August 1990
AIG 1985 - 1987
Philadelphia Reinsurance Corp 1981 - 1982
Skills
Insurance, Property & Casualty..., Reinsurance, Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Accounting, Mergers, Management Consulting, Financial Reporting, Internal Controls, Due Diligence, Financial Analysis, Auditing, Executive Management, Financial Risk, Mergers & Acquisitions, Underwriting, Legal Liability, Corporate Governance, Finance, Strategic Financial..., Internal Audit, Financial Modeling, Strategy, Analysis, Managerial Finance, Strategic Planning, Risk Assessment, Casualty, Start-ups, Leadership, Process Improvement, Budgets, Management
Education
Temple University 1972 — 1977
BBA, Accounting
Temple University
Bachelor of Business Administration, Accounting
Gray Plant Mooty May 2015 - Present
Barnes & Thornburg LLP November 2013 - April 2015
Minnesota Court of Appeals August 2012 - August 2013
Barnes & Thornburg LLP September 2011 - May 2012
Waldeck & Lind March 2010 - September 2011
SMART Business Advisory and Consulting, LLC September 2008 - July 2009
SMART Business Advisory and Consulting July 2006 - September 2008
Ernst & Young, LLP June 2005 - August 2005
Skills
Commercial Litigation, Contract Negotiation, Courts, Employment Law, Insurance, Westlaw
Education
University of Saint Thomas School of Law 2009 — 2012
J.D.
University of Notre Dame - Mendoza College of Business 2002 — 2006
FROST September 2008 - Present
SMART Business Advisory and Consulting April 2005 - August 2008
Skills
Accounting, Tax Research, Litigation Consulting, Corporate Tax, Auditing, Partnership Taxation, Tax Accounting, Forensic Accounting, Income Tax, Tax, CPA, Due Diligence, Strategic Planning, Certified Fraud Examiner, Tax Preparation, Mergers & Acquisitions, Business Valuation, US GAAP
Education
University of Illinois at Chicago 1974 — 1977
BS, Accounting
Roosevelt High School 1968 — 1972
Volta
Grant Thornton LLP March 2011 - Present
LECG February 2010 - March 2011
SMART Business Advisory and Consulting 2008 - February 2010
Communities In Schools 2006 - 2008
Education
Temple University
Masters, Communications
General Reinsurance Corporation June 2013 - Present
Ernst & Young January 2011 - May 2013
Stecker Consulting November 2010 - February 2011
Chartis Insurance August 2009 - November 2010
SMART Business Advisory and Consulting September 2007 - August 2009
Deloitte & Touche July 1994 - May 2005
Skills
Insurance, Tax, Property & Casualty..., Auditing, Risk Management, Accounting, Sarbanes-Oxley Act, Reinsurance, Financial Services, Internal Controls, SEC filings, Financial Reporting, Underwriting, Fixed Annuities, International Tax, Mergers & Acquisitions, Tax Accounting
Education
The University of Texas at Arlington - College of Business 1980 — 1985
MPA, Taxation
The University of Texas at Austin - Red McCombs School of Business 1976 — 1978
BBA, Accounting
SMART DEVINE August 2013 - Present
WeiserMazars LLP April 2011 - July 2013
SMART Business Advisory and Consulting January 1998 - April 2011
Coopers & Lybrand 1995 - 1998
Sunoco 1987 - 1995
Skills
International Tax, Restructuring, Tax, Corporate Tax, Tax Advisory, Income Tax, Tax Research, Due Diligence, Mergers & Acquisitions, Transfer Pricing, Cross-border..., Corporate Law, Analysis
Education
Villanova University School of Law 1981 — 1984
LL.M., Taxation
Villanova University School of Law 1977 — 1980
J.D.
University of Pennsylvania 1973 — 1977
B.A., English, Political Science
Gensler January 2007 - Present
SMART Business Advisory and Consulting April 2004 - July 2006
Smart & Associates LLP 2004 - 2006
The Walt Disney Company June 2003 - March 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Strategic Planning, Microsoft Office, Project Management, Budgets
Education
Virginia Polytechnic Institute and State University 2007 — 2007
Graduate Studies, Building and Construction
University of North Carolina at Asheville 1999 — 2003
BS, Financial Accounting
Grant Thornton LLP (Formerly Smart Business Advisory & Consulting) 2008 - Present
SMART Business Advisory and Consulting July 2008 - March 2011
Skills
Tax Research, Corporate Tax, Tax Accounting, GoSystems, Income Tax, Tax, CPA, State Tax
Education
Villanova University School of Law 2011 — 2014
Masters of Taxation, Taxation
LaSalle University 2004 — 2007
MBA, Accounting/Finance
University of Scranton 2000 — 2004
Bachelors, Accounting
Merck August 2010 - Present
Olympus March 2009 - June 2010
SMART Business Advisory and Consulting October 2003 - March 2009
Skills
Process Improvement, Internal Controls, Leadership, Management, Risk Assessment, Six Sigma, Auditing, Business Process..., Internal Audit, Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
BS, Finance, Economics
Lansdale Catholic 1996 — 1999
JPMorgan Chase February 2014 - Present
JPMorgan Chase August 2011 - February 2014
Grant Thornton LLP March 2011 - August 2011
LECG March 2010 - March 2011
SMART Business Advisory and Consulting September 2008 - March 2010
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2008
M.B.A
University of Delaware 2002 — 2006
B.S, Food & Agribusiness Management
Christiana
hibu January 2014 - April 2014
SEI June 2012 - December 2013
Capmark bank February 2011 - June 2012
Capmark Bank 2009 - 2011
Capmark October 2007 - June 2009
SMART Business Advisory and Consulting 2002 - 2007
Skills
Enterprise Risk..., Internal Audit, Internal Controls, Audit, Risk Assessment, Compliance, SOX, Auditing, CPA, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Asset Management, Due Diligence, Financial Risk, Sarbanes-Oxley, GAAP, Accounting, Financial Reporting, Financial Audits, IT Audit, Financial Analysis, US GAAP, IFRS
Education
Temple University 1999 — 2002
BBA, Accounting
Temple University
Bachelor's degree, Accounting
Big Steaks Managment June 2015 - Present
Big Steaks Managment November 2013 - May 2015
The Mergis Group September 2013 - November 2013
The Mergis Group June 2013 - July 2013
The Mergis Group October 2012 - May 2013
University of Maryland Faculty Physicians, Inc January 2012 - September 2012
JPB Enterprises, Inc. October 2010 - April 2011
Ellis & Associates, PA August 2009 - February 2010
Schiff & Associates, LLC January 2006 - June 2009
SMART Business Advisory and Consulting May 2005 - December 2005
Skills
Accounting, General Ledger, Accounts Payable, Financial Reporting, Financial Analysis, Account Reconciliation, Fixed Assets, Journal Entries, Bookkeeping, Microsoft Office, Tax, Financial Accounting, Internal Controls, Security, Security Management, Law Enforcement, Great Plains, Peachtree, Enforcement, QuickBooks, Lawson General Ledger, Financial Statements
Education
Stevenson University 2007 — 2008
Forensic Studies
Towson University 2005 — 2007
Accounting
University of Maryland College Park 1992 — 1994
BA, Criminology & Criminal Justice
University of Miami 1990 — 1992
Architecture, Criminology
Axalta Coating Systems November 2013 - Present
EY August 2013 - November 2013
Ernst & Young March 2011 - August 2013
SMART Business Advisory and Consulting September 2010 - February 2011
Deloitte & Touche October 2007 - October 2010
Skills
Big 4
Education
Temple University 2000 — 2004
B.S., Accounting
WeiserMazars LLP October 2014 - Present
WeiserMazars LLP September 2011 - September 2014
SMART Business Advisory and Consulting June 2010 - August 2010
Education
Saint Joseph's University 2007 — 2011
B.S., Accounting/Finance
La Salle College High School 2003 — 2007
ING Insurance / Investment Management August 2012 - Present
ING June 2010 - July 2012
SMART Business Advisory and Consulting January 2007 - March 2009
Bumpers and Company June 2006 - August 2006
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.S., Accounting
Rohde & Schwarz October 2010 - April 2012
SMART Business Advisory and Consulting September 2008 - October 2010
Skills
Auditing, Financial Reporting, Financial Accounting, General Ledger, Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls
Education
Shippensburg University of Pennsylvania 2004 — 2008
BSBA, Accounting
SMART Business Advisory and Consulting September 2009 - February 2010
SMART Business Advisory and Consulting June 2008 - August 2008
PNC Financial Services Group June 2007 - August 2007
Newtek Business Services June 2006 - August 2006
Education
University of Miami 2005 — 2009
BBA, Finance
WeiserMazars LLP 2011 - Present
SMART Business Advisory and Consulting 2008 - 2011
Skills
Financial Reporting, GAAP, Financial Accounting, Internal Controls
Education
Saint Joseph's University 2004 — 2008
Bachelor's degree, Accounting