SMART Business Advisory and Consulting, LLC
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, LLC Employees
Employee
Years
Job
Industry
Russ Stebbins Russ Stebbins's SMART Business Advisory and Consulting, LLC Experience June 2006 - March 2008
Job Spend Management/ Ariba/ Procurement SME
Industry Logistics and Supply Chain
Experience
Ally Financial Inc. April 2008 - Present
GMAC Financial Services 2008 - Present
Toastmasters Princeton 2007 - June 2010
Toastmasters International 2008 - June 2009
Smart Advisory and Business Consulting June 2006 - March 2008
Smart Business Advisory and Consulting, LLC June 2006 - March 2008
CCP Global 2004 - 2006
IBM Global Services August 1999 - June 2002
Skills
P2P, Procurement, Business Architecture, Supplier Development, Supply Chain, Logistics, Purchasing, Business Process..., Ariba, Business Analysis, Solution Implementation, Project Management, E-procurement, Procure-to-Pay, Spend Analysis, Supply Management, Strategic Sourcing, Cross-functional Team..., Driving Results, Experienced Change Agent, Outsourcing, ERP, Strategy, Materials Management, Change Management, Process Engineering, Vendor Management, Requirements Gathering, Integration, Management, Business Process, Testing, Process Improvement, Supply Chain Management, Program Management, Training, Requirements Analysis, SDLC, Analysis, Consulting, Leadership
Education
Clarkson University 1974 — 1978
Bachelor of Science (BS), Chemical Engineering
Ally Financial Inc. April 2008 - Present
GMAC Financial Services 2008 - Present
Toastmasters Princeton 2007 - June 2010
Toastmasters International 2008 - June 2009
Smart Advisory and Business Consulting June 2006 - March 2008
Smart Business Advisory and Consulting, LLC June 2006 - March 2008
CCP Global 2004 - 2006
IBM Global Services August 1999 - June 2002
Skills
P2P, Procurement, Business Architecture, Supplier Development, Supply Chain, Logistics, Purchasing, Business Process..., Ariba, Business Analysis, Solution Implementation, Project Management, E-procurement, Procure-to-Pay, Spend Analysis, Supply Management, Strategic Sourcing, Cross-functional Team..., Driving Results, Experienced Change Agent, Outsourcing, ERP, Strategy, Materials Management, Change Management, Process Engineering, Vendor Management, Requirements Gathering, Integration, Management, Business Process, Testing, Process Improvement, Supply Chain Management, Program Management, Training, Requirements Analysis, SDLC, Analysis, Consulting, Leadership
Education
Clarkson University 1974 — 1978
Bachelor of Science (BS), Chemical Engineering
Eric Bass Eric Bass's SMART Business Advisory and Consulting, LLC Experience June 2005 - June 2009
Job North American Client Solutions Head at Lab49
Industry Financial Services
Experience
Lab49 November 2014 - Present
CSC August 2013 - 2014
IBM Global Business Services May 2011 - April 2013
Navigant Consulting June 2009 - April 2011
Smart Business Advisory and Consulting LLC June 2005 - June 2009
Grant Thornton LLP July 1988 - February 2005
Education
NYU Stern School of Business 1991 — 1995
MBA, Finance
SUNY Albany 1984 — 1988
BS, Mgt. Info. Systems
Copenhagen Business School 1987 — 1988
Certificate, International Business./Denmark
Spring Valley 1981 — 1984
Lab49 November 2014 - Present
CSC August 2013 - 2014
IBM Global Business Services May 2011 - April 2013
Navigant Consulting June 2009 - April 2011
Smart Business Advisory and Consulting LLC June 2005 - June 2009
Grant Thornton LLP July 1988 - February 2005
Education
NYU Stern School of Business 1991 — 1995
MBA, Finance
SUNY Albany 1984 — 1988
BS, Mgt. Info. Systems
Copenhagen Business School 1987 — 1988
Certificate, International Business./Denmark
Spring Valley 1981 — 1984
Christine Faris Christine Faris's SMART Business Advisory and Consulting, LLC Experience February 2006 - March 2010
Job Director at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers June 2015 - Present
EisnerAmper LLP March 2011 - June 2015
LECG March 2010 - March 2011
SMART Business Advisory and Consulting, LLC February 2006 - March 2010
KPMG LLP September 1994 - February 2006
Urbach Kahn & Werlin PC March 1985 - September 1994
Skills
Executive Compensation, Compliance, Employee Benefits, ERISA, Mergers, Tax Compliance, Tax, Executive Pay, Mergers & Acquisitions, Deferred Compensation, Internal Controls, Retirement, Insurance, SEC filings, Due Diligence, SEC Filings, Management, Sarbanes-Oxley Act, Accounting
Education
Colgate University
BA, History, Mathematics
Vermont Law School
JD, Tax
PricewaterhouseCoopers June 2015 - Present
EisnerAmper LLP March 2011 - June 2015
LECG March 2010 - March 2011
SMART Business Advisory and Consulting, LLC February 2006 - March 2010
KPMG LLP September 1994 - February 2006
Urbach Kahn & Werlin PC March 1985 - September 1994
Skills
Executive Compensation, Compliance, Employee Benefits, ERISA, Mergers, Tax Compliance, Tax, Executive Pay, Mergers & Acquisitions, Deferred Compensation, Internal Controls, Retirement, Insurance, SEC filings, Due Diligence, SEC Filings, Management, Sarbanes-Oxley Act, Accounting
Education
Colgate University
BA, History, Mathematics
Vermont Law School
JD, Tax
Steve Skowronski, CPA, MBA Steve Skowronski, CPA, MBA's SMART Business Advisory and Consulting, LLC Experience 2001 - February 2011
Job President and Founder at KSRS Consulting, LLC
Industry Insurance
Experience
KSRS Consulting, LLC October 2013 - Present
Smart Devine June 2014 - March 2015
Grant Thornton LLP March 2011 - September 2013
SMART Business Advisory and Consulting LLC 2001 - February 2011
Caliber One 1997 - 2001
Reliance Insurance Company 1986 - 1997
Skills
Insurance Consulting, Insurance Accounting, Financial Reporting, Operations, Internal Audit, Expert Witness Services, Process Improvement, TPA and MGA Inspections, Regulatory Advisory..., Due Diligence, Start-up Consulting, Litigation Support, Arbitration Support, CFO Services, Insurance, CPA, Reinsurance, Managerial Finance, Enterprise Risk..., Internal Controls, CFOs
Education
Rutgers, The State University of New Jersey-Camden 1994 — 1998
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-Camden 1982 — 1986
Bachelor of Arts (B.A.), Accounting
KSRS Consulting, LLC October 2013 - Present
Smart Devine June 2014 - March 2015
Grant Thornton LLP March 2011 - September 2013
SMART Business Advisory and Consulting LLC 2001 - February 2011
Caliber One 1997 - 2001
Reliance Insurance Company 1986 - 1997
Skills
Insurance Consulting, Insurance Accounting, Financial Reporting, Operations, Internal Audit, Expert Witness Services, Process Improvement, TPA and MGA Inspections, Regulatory Advisory..., Due Diligence, Start-up Consulting, Litigation Support, Arbitration Support, CFO Services, Insurance, CPA, Reinsurance, Managerial Finance, Enterprise Risk..., Internal Controls, CFOs
Education
Rutgers, The State University of New Jersey-Camden 1994 — 1998
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-Camden 1982 — 1986
Bachelor of Arts (B.A.), Accounting
M. Michael Ostafy M. Michael Ostafy's SMART Business Advisory and Consulting, LLC Experience June 2002 - January 2010
Job Senior Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP March 2010 - Present
Smart Business Advisory and Consulting, LLC June 2002 - January 2010
PriceWaterhouseCoopers October 1999 - June 2002
Rotz, Certified Public July 1994 - October 1999
Restorative Care of America, Inc November 1992 - July 1994
Automatic Data Processing, Inc June 1987 - January 1990
Skills
Tax Accounting, Tax Research, QuickBooks, Tax, Trusts, Accounting, CPA, Income Tax, Corporate Tax, State Tax, Auditing
Education
Villanova University 2000 — 2004
Masters, Taxation
Temple University 1983 — 1986
BBA, Accounting
Bloomsburg University of Pennsylvania 1981 — 1983
Accounting
Marcum LLP March 2010 - Present
Smart Business Advisory and Consulting, LLC June 2002 - January 2010
PriceWaterhouseCoopers October 1999 - June 2002
Rotz, Certified Public July 1994 - October 1999
Restorative Care of America, Inc November 1992 - July 1994
Automatic Data Processing, Inc June 1987 - January 1990
Skills
Tax Accounting, Tax Research, QuickBooks, Tax, Trusts, Accounting, CPA, Income Tax, Corporate Tax, State Tax, Auditing
Education
Villanova University 2000 — 2004
Masters, Taxation
Temple University 1983 — 1986
BBA, Accounting
Bloomsburg University of Pennsylvania 1981 — 1983
Accounting
John McLaughlin John McLaughlin's SMART Business Advisory and Consulting, LLC Experience 2003 - 2007
Job Governance Risk and Control Professional
Industry Accounting
Experience
Smart Devine Advisors PC July 2014 - Present
BDO USA, LLP March 2011 - June 2014
LECG March 2010 - February 2011
LECG Smart March 2010 - February 2011
SMART Business Advsiory and Consulting, LLC December 2003 - February 2011
LECG March 2003 - February 2011
SMART 2003 - 2008
SMART Business Advisory and Consulting, LLC 2003 - 2007
PricewaterhouseCoopers 1996 - 2003
Price Waterhouse 1996 - 1998
Skills
Accounting, Auditing, Business Process..., CPA, Consulting, Corporate Finance, Due Diligence, Enterprise Risk..., Financial Analysis, Financial Modeling, Financial Risk, Forensic Accounting, Governance, IT Audit, Internal Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley Act
Education
Saint Joseph's University 1980 — 1984
Archbishop John Carroll High School 1977 — 1980
Msgr. Bonner
Smart Devine Advisors PC July 2014 - Present
BDO USA, LLP March 2011 - June 2014
LECG March 2010 - February 2011
LECG Smart March 2010 - February 2011
SMART Business Advsiory and Consulting, LLC December 2003 - February 2011
LECG March 2003 - February 2011
SMART 2003 - 2008
SMART Business Advisory and Consulting, LLC 2003 - 2007
PricewaterhouseCoopers 1996 - 2003
Price Waterhouse 1996 - 1998
Skills
Accounting, Auditing, Business Process..., CPA, Consulting, Corporate Finance, Due Diligence, Enterprise Risk..., Financial Analysis, Financial Modeling, Financial Risk, Forensic Accounting, Governance, IT Audit, Internal Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley Act
Education
Saint Joseph's University 1980 — 1984
Archbishop John Carroll High School 1977 — 1980
Msgr. Bonner
Mychelle Peterson Mychelle Peterson's SMART Business Advisory and Consulting, LLC Experience October 2006 - October 2007
Job Content Transformation Marketing Manager
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust May 2011 - August 2012
Marcum LLP August 2009 - May 2011
Chicago Shakespeare Theater April 2008 - August 2009
Radio Free Chicago January 2009 - July 2009
The Scenestar Webzine November 2006 - January 2009
SMART Business Advisory and Consulting LLC October 2006 - October 2007
Rachlin Cohen & Holtz May 2004 - October 2006
TMP Worldwide 2000 - 2001
Bernard Hodes Group 1998 - 1999
Skills
Marketing, Social Media, Project Management, Marketing Communications, Social Media Marketing, Management, Email Marketing, Marketing Strategy, Strategic Planning, Event Planning, Public Relations, Event Management, Creative Direction, Project Planning, Digital Marketing, Internal Communications, Editing, Direct Marketing, Copywriting, Integrated Marketing, Media Relations, Twitter, Content Strategy, Content Management, Content Development, Content Writing, Writing, Editorial Process, Creative Strategy, Strategic Communications, Creative Writing, Business Writing, Digital Copywriting, Digital Communication..., Social Networking, Advertising, Online Marketing, Strategy
Education
Northwestern University 1994 — 1998
BS
Evans High School 1990 — 1994
Northern Trust August 2012 - Present
Northern Trust May 2011 - August 2012
Marcum LLP August 2009 - May 2011
Chicago Shakespeare Theater April 2008 - August 2009
Radio Free Chicago January 2009 - July 2009
The Scenestar Webzine November 2006 - January 2009
SMART Business Advisory and Consulting LLC October 2006 - October 2007
Rachlin Cohen & Holtz May 2004 - October 2006
TMP Worldwide 2000 - 2001
Bernard Hodes Group 1998 - 1999
Skills
Marketing, Social Media, Project Management, Marketing Communications, Social Media Marketing, Management, Email Marketing, Marketing Strategy, Strategic Planning, Event Planning, Public Relations, Event Management, Creative Direction, Project Planning, Digital Marketing, Internal Communications, Editing, Direct Marketing, Copywriting, Integrated Marketing, Media Relations, Twitter, Content Strategy, Content Management, Content Development, Content Writing, Writing, Editorial Process, Creative Strategy, Strategic Communications, Creative Writing, Business Writing, Digital Copywriting, Digital Communication..., Social Networking, Advertising, Online Marketing, Strategy
Education
Northwestern University 1994 — 1998
BS
Evans High School 1990 — 1994
John Swanick John Swanick's SMART Business Advisory and Consulting, LLC Experience 1997 - March 2011
Job Partner at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP March 2011 - Present
LECG - SMART January 1998 - March 2011
SMART Business Advisory and Consulting, LLC 1997 - March 2011
Education
Saint Joseph's University
Grant Thornton LLP March 2011 - Present
LECG - SMART January 1998 - March 2011
SMART Business Advisory and Consulting, LLC 1997 - March 2011
Education
Saint Joseph's University
Daniel Galligan Daniel Galligan's SMART Business Advisory and Consulting, LLC Experience June 2007 - May 2009
Job Manager, Information Technology Risk and Security at L'Oréal USA
Industry Management Consulting
Experience
L'Oréal April 2013 - Present
KPMG September 2010 - April 2013
Medco Health Solutions, Inc. June 2009 - September 2010
SMART Business Advisory and Consulting, LLC June 2007 - May 2009
SAP America July 2006 - June 2007
Saint Joseph's University September 2003 - May 2007
Skills
IT Risk, IT Audit, Internal Audit, Windows Security, SAP, External Audit, Enterprise Risk..., Program Management, Vendor Management, Supplier Audits, Supplier Auditing, Third Party Assurance, Risk Assessment, COBIT, Information Assurance, Business Intelligence, Data Analysis, Business Process...
Education
Saint Joseph's University 2003 — 2007
Bachelor of Science
Christian Brothers Academy 1999 — 2003
L'Oréal April 2013 - Present
KPMG September 2010 - April 2013
Medco Health Solutions, Inc. June 2009 - September 2010
SMART Business Advisory and Consulting, LLC June 2007 - May 2009
SAP America July 2006 - June 2007
Saint Joseph's University September 2003 - May 2007
Skills
IT Risk, IT Audit, Internal Audit, Windows Security, SAP, External Audit, Enterprise Risk..., Program Management, Vendor Management, Supplier Audits, Supplier Auditing, Third Party Assurance, Risk Assessment, COBIT, Information Assurance, Business Intelligence, Data Analysis, Business Process...
Education
Saint Joseph's University 2003 — 2007
Bachelor of Science
Christian Brothers Academy 1999 — 2003
Duane Fisher Duane Fisher's SMART Business Advisory and Consulting, LLC Experience 2004 - 2007
Job Senior IT Director Continuous Improvement & Process Governance at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen January 2015 - Present
AmerisourceBergen 2015 - 2015
Air Products and Chemicals October 2012 - December 2014
Air Products and Chemicals August 2010 - October 2012
Air Products and Chemicals April 2009 - August 2010
Air Products and Chemicals June 2007 - April 2009
Smart Business Advisory and Consulting, LLC 2004 - 2007
Air Products and Chemicals 2003 - 2004
Air Products and Chemicals 2001 - 2003
Air Products and Chemicals 1994 - 2001
Skills
U.S. Army - 1984 to 1988, Lean Six Sigma, Earned Value Management, Universal Modeling..., Agile Methodologies, ITIL, COSO\COBIT, PMI\PMBOK, CMMI, Project Management, Program Management, Project Portfolio..., PMO, SharePoint, SDLC, CRM, SAP, Six Sigma, Leadership, Process Improvement, Management, Change Management
Education
Syracuse University 1990 — 1991
Bachelor of Science (BS), Business/Managerial Economics, Summa Cum Laude
Suffolk County Community College 1988 — 1990
AS, Business Administration and Management, General
AmerisourceBergen January 2015 - Present
AmerisourceBergen 2015 - 2015
Air Products and Chemicals October 2012 - December 2014
Air Products and Chemicals August 2010 - October 2012
Air Products and Chemicals April 2009 - August 2010
Air Products and Chemicals June 2007 - April 2009
Smart Business Advisory and Consulting, LLC 2004 - 2007
Air Products and Chemicals 2003 - 2004
Air Products and Chemicals 2001 - 2003
Air Products and Chemicals 1994 - 2001
Skills
U.S. Army - 1984 to 1988, Lean Six Sigma, Earned Value Management, Universal Modeling..., Agile Methodologies, ITIL, COSO\COBIT, PMI\PMBOK, CMMI, Project Management, Program Management, Project Portfolio..., PMO, SharePoint, SDLC, CRM, SAP, Six Sigma, Leadership, Process Improvement, Management, Change Management
Education
Syracuse University 1990 — 1991
Bachelor of Science (BS), Business/Managerial Economics, Summa Cum Laude
Suffolk County Community College 1988 — 1990
AS, Business Administration and Management, General
William Derr's SMART Business Advisory and Consulting, LLC Experience June 2002 - March 2010
Job Strategy | Financial & Operational Effectiveness | Technology | Risk | Project Management
Industry Management Consulting
Experience
Navigate Corporation April 2013 - Present
Grant Thornton LLP March 2011 - April 2013
LECG March 2010 - February 2011
Smart Business Advisory and Consulting, LLC June 2002 - March 2010
Arthur Andersen 2000 - 2002
Millstar 1996 - 2000
Millstar Electronic Publishing Group 1996 - 2000
Skills
IT Strategy, Business Process..., Management Consulting, Business Transformation, Business Process..., Change Management, Project Management, Strategy, Business Intelligence, Business Development, Consulting, ERP, Business Process, Business Analysis, Program Management, Governance, Leadership, Enterprise Architecture, Process Improvement, Risk Management, Process Engineering, Mergers & Acquisitions, Organizational Design, Project Delivery, Integration
Education
Drexel University 1982 — 1987
Bachelor of Science (B.S.), Mechanical Engineering
Navigate Corporation April 2013 - Present
Grant Thornton LLP March 2011 - April 2013
LECG March 2010 - February 2011
Smart Business Advisory and Consulting, LLC June 2002 - March 2010
Arthur Andersen 2000 - 2002
Millstar 1996 - 2000
Millstar Electronic Publishing Group 1996 - 2000
Skills
IT Strategy, Business Process..., Management Consulting, Business Transformation, Business Process..., Change Management, Project Management, Strategy, Business Intelligence, Business Development, Consulting, ERP, Business Process, Business Analysis, Program Management, Governance, Leadership, Enterprise Architecture, Process Improvement, Risk Management, Process Engineering, Mergers & Acquisitions, Organizational Design, Project Delivery, Integration
Education
Drexel University 1982 — 1987
Bachelor of Science (B.S.), Mechanical Engineering
Mike Wisniewski's SMART Business Advisory and Consulting, LLC Experience June 2002 - February 2011
Job Chief Data Officer at Net Gain Marketing
Industry Information Technology and Services
Experience
Net Gain Marketing March 2015 - Present
OpenGate Consulting June 2012 - March 2015
Grant Thornton LLP March 2011 - June 2012
SMART Business Advisory and Consulting, LLC June 2002 - February 2011
Arthur Andersen February 2000 - June 2002
AT&T June 1997 - February 2000
Skills
Business Intelligence, Data Warehousing, Enterprise Architecture, Data Modeling, Microsoft SQL Server, SharePoint, ETL, SSRS, IT Strategy, Databases, Requirements Analysis, Business Requirements, SSIS, Requirements Gathering, IT Management, Software Development, Windows Azure, Business Process, Software Project..., .NET, Business Process..., Enterprise Software, Agile Methodologies, Business Objects, Oracle, SQL, C#, Master Data Management, Analysis, Analysis Services, Software Documentation, Unix, Crystal Reports, Architectures, SDLC, Database Design, T-SQL, VB.NET, Network Architecture, Project Management, Integration, Business Strategy, SSAS, Database Management, SQL Server, Systems Implementation, Web Applications, Data Analysis, PaaS, SharePoint 2013
Education
Drexel University 1999 — 2002
MSIS, Information Systems
Drexel University 1992 — 1997
BS, Physics & Computer Information Systems
NetCom SharePoint 2013 training
Net Gain Marketing March 2015 - Present
OpenGate Consulting June 2012 - March 2015
Grant Thornton LLP March 2011 - June 2012
SMART Business Advisory and Consulting, LLC June 2002 - February 2011
Arthur Andersen February 2000 - June 2002
AT&T June 1997 - February 2000
Skills
Business Intelligence, Data Warehousing, Enterprise Architecture, Data Modeling, Microsoft SQL Server, SharePoint, ETL, SSRS, IT Strategy, Databases, Requirements Analysis, Business Requirements, SSIS, Requirements Gathering, IT Management, Software Development, Windows Azure, Business Process, Software Project..., .NET, Business Process..., Enterprise Software, Agile Methodologies, Business Objects, Oracle, SQL, C#, Master Data Management, Analysis, Analysis Services, Software Documentation, Unix, Crystal Reports, Architectures, SDLC, Database Design, T-SQL, VB.NET, Network Architecture, Project Management, Integration, Business Strategy, SSAS, Database Management, SQL Server, Systems Implementation, Web Applications, Data Analysis, PaaS, SharePoint 2013
Education
Drexel University 1999 — 2002
MSIS, Information Systems
Drexel University 1992 — 1997
BS, Physics & Computer Information Systems
NetCom SharePoint 2013 training
Dr. James Fielder's SMART Business Advisory and Consulting, LLC Experience Secretary, Dept. of Labor, Licensing & RegulationState of MarylandJanuary 2003 - January 2007
Job Chief Business Development Officer at Smart Business Advisory and Consulting, LLC
Industry Management Consulting
Experience
Smart Business Advisory and Consulting, LLC Secretary, Dept. of Labor, Licensing & RegulationState of MarylandJanuary 2003 - January 2007
Education
University of Maryland College Park
Smart Business Advisory and Consulting, LLC Secretary, Dept. of Labor, Licensing & RegulationState of MarylandJanuary 2003 - January 2007
Education
University of Maryland College Park
Erin Westbrook's SMART Business Advisory and Consulting, LLC Experience September 2008 - July 2009
Job Attorney at Gray Plant Mooty
Industry Legal Services
Experience
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
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
Jessica Wilkes's SMART Business Advisory and Consulting, LLC Experience October 2006 - April 2007
Job Senior Audit Associate at KPMG LLP
Industry Accounting
Experience
KPMG LLP December 2013 - Present
Two of Each, Inc. April 2009 - November 2013
Centennial School of Lehigh University January 2013 - April 2013
Lehigh University September 2010 - April 2013
RSM McGladrey, Inc. May 2007 - April 2009
Smart Business Advisory and Consulting, LLC October 2006 - April 2007
Beard Miller Company, LLP May 2006 - October 2006
KPMG LLP June 2005 - April 2006
KPMG LLP January 2004 - May 2005
Skills
GAAP, SEC filings, CPA, Tax Research, Financial Reporting, US GAAP, Accounting, Tax, Auditing, Sarbanes-Oxley Act, Financial Accounting, Income Tax, External Audit, Special Education, Small Business
Education
Lehigh University 2010 — 2013
Master of Education (M.Ed.), Special Education
University of Delaware 1999 — 2003
BS, Accounting
KPMG LLP December 2013 - Present
Two of Each, Inc. April 2009 - November 2013
Centennial School of Lehigh University January 2013 - April 2013
Lehigh University September 2010 - April 2013
RSM McGladrey, Inc. May 2007 - April 2009
Smart Business Advisory and Consulting, LLC October 2006 - April 2007
Beard Miller Company, LLP May 2006 - October 2006
KPMG LLP June 2005 - April 2006
KPMG LLP January 2004 - May 2005
Skills
GAAP, SEC filings, CPA, Tax Research, Financial Reporting, US GAAP, Accounting, Tax, Auditing, Sarbanes-Oxley Act, Financial Accounting, Income Tax, External Audit, Special Education, Small Business
Education
Lehigh University 2010 — 2013
Master of Education (M.Ed.), Special Education
University of Delaware 1999 — 2003
BS, Accounting
Brian Hoffman's SMART Business Advisory and Consulting, LLC Experience June 2009 - August 2009
Job CEO at Hoff Enterprises, LLC
Industry Financial Services
Experience
Sagence August 2015 - Present
Hoff Enterprises, LLC July 2015 - Present
Liquid Capital Group April 2014 - November 2014
Akuna Capital July 2012 - October 2013
Group One Trading, LP May 2011 - August 2011
Mike Fitzpatrick for Congress June 2010 - August 2010
Bank of America/Merrill Lynch June 2010 - August 2010
SMART Business Advisory and Consulting, LLC June 2009 - August 2009
Skills
Market Making, Options Strategies, Options, Electronic Trading, Bloomberg
Education
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science, Finance
Sagence August 2015 - Present
Hoff Enterprises, LLC July 2015 - Present
Liquid Capital Group April 2014 - November 2014
Akuna Capital July 2012 - October 2013
Group One Trading, LP May 2011 - August 2011
Mike Fitzpatrick for Congress June 2010 - August 2010
Bank of America/Merrill Lynch June 2010 - August 2010
SMART Business Advisory and Consulting, LLC June 2009 - August 2009
Skills
Market Making, Options Strategies, Options, Electronic Trading, Bloomberg
Education
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY