Source Finance
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Source Finance Employees
Employee
Years
Job
Industry
Rhonda Trimble Rhonda Trimble's Source Finance Experience 1981 - 1998
Job ►Accounting and Finance Recruiter, Trimble & Associates◄, Oil & Gas, Public Accounting
Industry Staffing and Recruiting
Experience
Trimble & Associates, Inc. May 1998 - Present
Source Finance 1981 - 1998
Arthur Andersen & Co January 1976 - May 1981
Skills
SEC, Internal Audit, IPO, Treasury, Risk Management, Financial Systems, IT Audit, Strategic Planning, Valuation, Investor Relations, Financial Reporting, Finance, Sarbanes-Oxley Act, Due Diligence, Tax, Accounting, Mergers & Acquisitions, CPA, Auditing, Recruiting, Sarbanes-Oxley, GAAP, Management Consulting, PeopleSoft, Revenue Recognition, Financial Accounting, Internet Recruiting, Executive Search, Temporary Placement, Permanent Placement, Applicant Tracking..., Forecasting, Budgets, SEC filings, Financial Analysis, Staffing Services, Accountants, Temporary Staffing, Screening Resumes, Contract Recruitment, Financial Statements, Executive Management, Strategic Financial..., Human Resources, Financial Services, US GAAP, Cost Accounting, Corporate Finance, Technical Recruiting, Consolidation
Education
Colorado State University 1972 — 1976
BS, Business, Accounting
Trimble & Associates, Inc. May 1998 - Present
Source Finance 1981 - 1998
Arthur Andersen & Co January 1976 - May 1981
Skills
SEC, Internal Audit, IPO, Treasury, Risk Management, Financial Systems, IT Audit, Strategic Planning, Valuation, Investor Relations, Financial Reporting, Finance, Sarbanes-Oxley Act, Due Diligence, Tax, Accounting, Mergers & Acquisitions, CPA, Auditing, Recruiting, Sarbanes-Oxley, GAAP, Management Consulting, PeopleSoft, Revenue Recognition, Financial Accounting, Internet Recruiting, Executive Search, Temporary Placement, Permanent Placement, Applicant Tracking..., Forecasting, Budgets, SEC filings, Financial Analysis, Staffing Services, Accountants, Temporary Staffing, Screening Resumes, Contract Recruitment, Financial Statements, Executive Management, Strategic Financial..., Human Resources, Financial Services, US GAAP, Cost Accounting, Corporate Finance, Technical Recruiting, Consolidation
Education
Colorado State University 1972 — 1976
BS, Business, Accounting
Mark Rodeghiero Mark Rodeghiero's Source Finance Experience September 2005 - Present
Job Financial Solutions Residential Commercial
Industry Real Estate
Experience
Source Finance September 2005 - Present
Source Mortgage (nmls 1871) July 2002 - Present
Skills
Mortgage Lending, Equipment Leasing, Working Capital..., Investment Properties, Credit, Certified Mortgage...
Education
Montana State University-Bozeman 1990 — 1995
Bachelor of Science (BS), Mechanical Engineering
Source Finance September 2005 - Present
Source Mortgage (nmls 1871) July 2002 - Present
Skills
Mortgage Lending, Equipment Leasing, Working Capital..., Investment Properties, Credit, Certified Mortgage...
Education
Montana State University-Bozeman 1990 — 1995
Bachelor of Science (BS), Mechanical Engineering
Sarah Chafai Sarah Chafai's Source Finance Experience 1988 - 1992
Job Account Executive, America Major Accounts at Gartner
Industry Information Technology and Services
Experience
Gartner 2015 - Present
KEYLOK 2011 - 2015
Vitria Technology 1999 - 2002
Seagate Software 1997 - 1999
SunGard Insurance Systems 1992 - 1997
Source Finance 1988 - 1992
Skills
Business Intelligence, Sales Process, Account Management, Business Development, Marketing Strategy, OLAP, Enterprise Technology..., Financial Accounting, Enterprise Reporting..., Enterprise Application..., Strategic Sales, Strategic Sales Plans, Sales, Telecommunications, EAI, SaaS, Enterprise Software, Strategy, Lead Generation
Education
Oklahoma State University
Bachelor of Science (BS), Accounting
Gartner 2015 - Present
KEYLOK 2011 - 2015
Vitria Technology 1999 - 2002
Seagate Software 1997 - 1999
SunGard Insurance Systems 1992 - 1997
Source Finance 1988 - 1992
Skills
Business Intelligence, Sales Process, Account Management, Business Development, Marketing Strategy, OLAP, Enterprise Technology..., Financial Accounting, Enterprise Reporting..., Enterprise Application..., Strategic Sales, Strategic Sales Plans, Sales, Telecommunications, EAI, SaaS, Enterprise Software, Strategy, Lead Generation
Education
Oklahoma State University
Bachelor of Science (BS), Accounting
Evelyn Valteau Evelyn Valteau's Source Finance Experience January 1992 - January 1995
Job Recrutier II at General Motors
Industry Human Resources
Experience
General Motors February 2015 - Present
Baker Hughes August 2012 - February 2015
Kenexa/IBM April 2011 - August 2012
Airware, LLC November 2008 - July 2010
Adecco @ Celestica November 2007 - August 2008
Davaco Inc July 2007 - November 2007
Randstad May 2002 - July 2007
Kelly Services May 2000 - May 2002
Interim January 1995 - January 2000
Source Finance January 1992 - January 1995
Skills
Corporate Recruiting, Recruiting, Engineering Recruiting, Agricultural Engineering, Fracture Mechanics, Engineering, Electrical Engineering, Oil & Gas Industry, Talent Acquisition, Manufacturing..., Applicant Tracking..., Background Checks, Cold Calling, Hiring, Human Resources, Internet Recruiting, Interviews, New Hire Orientations, Onboarding, Payroll, PeopleSoft, RPO, Screening Resumes, Screening, Sourcing, Staffing Services, Talent Management, Taleo, Temporary Staffing, Temporary Placement, Training, Personnel Management, Contract Recruitment, Employee Relations, Job Descriptions, Technical Recruiting, CRM, Contract Negotiation, College Recruiting, Sales, Management, Benefits Negotiation, Time Management, Recruitment Advertising, Employer Branding, Networking, Deferred Compensation, Workforce Planning, Executive Search, Leadership
Education
Anne Arundel Community College 1982 — 1983
Sociology
The University of Dallas
PHR
General Motors February 2015 - Present
Baker Hughes August 2012 - February 2015
Kenexa/IBM April 2011 - August 2012
Airware, LLC November 2008 - July 2010
Adecco @ Celestica November 2007 - August 2008
Davaco Inc July 2007 - November 2007
Randstad May 2002 - July 2007
Kelly Services May 2000 - May 2002
Interim January 1995 - January 2000
Source Finance January 1992 - January 1995
Skills
Corporate Recruiting, Recruiting, Engineering Recruiting, Agricultural Engineering, Fracture Mechanics, Engineering, Electrical Engineering, Oil & Gas Industry, Talent Acquisition, Manufacturing..., Applicant Tracking..., Background Checks, Cold Calling, Hiring, Human Resources, Internet Recruiting, Interviews, New Hire Orientations, Onboarding, Payroll, PeopleSoft, RPO, Screening Resumes, Screening, Sourcing, Staffing Services, Talent Management, Taleo, Temporary Staffing, Temporary Placement, Training, Personnel Management, Contract Recruitment, Employee Relations, Job Descriptions, Technical Recruiting, CRM, Contract Negotiation, College Recruiting, Sales, Management, Benefits Negotiation, Time Management, Recruitment Advertising, Employer Branding, Networking, Deferred Compensation, Workforce Planning, Executive Search, Leadership
Education
Anne Arundel Community College 1982 — 1983
Sociology
The University of Dallas
PHR
Kevin Marsar Kevin Marsar's Source Finance Experience November 1987 - June 1991
Job Employee Benefits Advisor
Industry Insurance
Experience
Thomas Financial Group July 2013 - Present
Connelly, Carlisle, Fields, & Nichols May 2010 - April 2012
Marsar & Company Inc June 1991 - May 2010
Source Finance November 1987 - June 1991
KPMG - Tampa January 1984 - July 1985
Deloitte - New York January 1979 - December 1983
Skills
Health Insurance, Recruiting, Marketing Strategy, Business Networking, Employee Benefits, Insurance, Workers Compensation, Life Insurance, Underwriting, Property & Casualty..., Claims Management, Professional Liability, Benefits Administration, Account Management, PEO, New Business Development, Sales, Coaching, Strategic Planning, Group Insurance, Health Savings Accounts
Education
Hofstra University 1975 — 1979
Bachelors, Accounting
Thomas Financial Group July 2013 - Present
Connelly, Carlisle, Fields, & Nichols May 2010 - April 2012
Marsar & Company Inc June 1991 - May 2010
Source Finance November 1987 - June 1991
KPMG - Tampa January 1984 - July 1985
Deloitte - New York January 1979 - December 1983
Skills
Health Insurance, Recruiting, Marketing Strategy, Business Networking, Employee Benefits, Insurance, Workers Compensation, Life Insurance, Underwriting, Property & Casualty..., Claims Management, Professional Liability, Benefits Administration, Account Management, PEO, New Business Development, Sales, Coaching, Strategic Planning, Group Insurance, Health Savings Accounts
Education
Hofstra University 1975 — 1979
Bachelors, Accounting
Ron Kaslow Ron Kaslow's Source Finance Experience 1988 - 1991
Job Owner, R Kaslow & Associates, Inc.
Industry Staffing and Recruiting
Experience
R Kaslow & Associates, Inc. October 2002 - Present
BKT Medical Services, LLC. August 2012 - Present
The Galen Group 1996 - 2002
A-L Associates 1991 - 1996
Source Finance 1988 - 1991
Coopers & Lybrand 1980 - 1987
Skills
Talent Acquisition, Technical Recruiting, Executive Search, Recruiting, Contract Recruitment, Sourcing, Staffing Services, Screening, Talent Management, Interviews, Employee Relations, Resume Writing, Vendor Management, Succession Planning
Education
LIU Post
Masters, Tax
Queens College
Bachelors, Accounting, Math
R Kaslow & Associates, Inc. October 2002 - Present
BKT Medical Services, LLC. August 2012 - Present
The Galen Group 1996 - 2002
A-L Associates 1991 - 1996
Source Finance 1988 - 1991
Coopers & Lybrand 1980 - 1987
Skills
Talent Acquisition, Technical Recruiting, Executive Search, Recruiting, Contract Recruitment, Sourcing, Staffing Services, Screening, Talent Management, Interviews, Employee Relations, Resume Writing, Vendor Management, Succession Planning
Education
LIU Post
Masters, Tax
Queens College
Bachelors, Accounting, Math
Warren Ladenheim's Source Finance Experience January 1988 - January 1992
Job Director at Search Masters, Inc.
Industry Human Resources
Experience
Kaplan Test Prep 2015 - Present
Search Masters, Inc. November 2003 - Present
Peak Search Inc. September 1991 - November 2003
Source Finance January 1988 - January 1992
Vestpro January 1987 - January 1988
Stonehenge Capital May 1984 - May 1986
The Wilsher Group November 1982 - May 1984
Bloomingdale Properties May 1979 - November 1982
Grant Thornton November 1974 - May 1979
Skills
Staff Development
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
Accounting
Queens College 1970 — 1974
BA, History
John Bowne High School 1967 — 1970
Kaplan Test Prep 2015 - Present
Search Masters, Inc. November 2003 - Present
Peak Search Inc. September 1991 - November 2003
Source Finance January 1988 - January 1992
Vestpro January 1987 - January 1988
Stonehenge Capital May 1984 - May 1986
The Wilsher Group November 1982 - May 1984
Bloomingdale Properties May 1979 - November 1982
Grant Thornton November 1974 - May 1979
Skills
Staff Development
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
Accounting
Queens College 1970 — 1974
BA, History
John Bowne High School 1967 — 1970
Greg Everett Greg Everett's Source Finance Experience April 1986 - January 1992
Job Senior Manager Randstad Finance & Accounting
Industry Staffing and Recruiting
Experience
Randstad Finance & Accounting January 1994 - Present
Source Finance April 1986 - January 1992
Skills
Recruiting, Internal Audit, US GAAP, Managerial Finance, Account Management, Finance, Team Building, Accounts Receivable, Permanent Placement, Accounts Payable, Financial Accounting, Networking, Account Reconciliation, Applicant Tracking..., Executive Search, Process Improvement, Temporary Placement, Business Intelligence, Sales Tax, Variance Analysis, Sarbanes-Oxley, Talent Acquisition, Insurance, Accounting, Strategic Planning
Education
Tennessee Temple University 1975 — 1979
BS, Accounting
Randstad Finance & Accounting January 1994 - Present
Source Finance April 1986 - January 1992
Skills
Recruiting, Internal Audit, US GAAP, Managerial Finance, Account Management, Finance, Team Building, Accounts Receivable, Permanent Placement, Accounts Payable, Financial Accounting, Networking, Account Reconciliation, Applicant Tracking..., Executive Search, Process Improvement, Temporary Placement, Business Intelligence, Sales Tax, Variance Analysis, Sarbanes-Oxley, Talent Acquisition, Insurance, Accounting, Strategic Planning
Education
Tennessee Temple University 1975 — 1979
BS, Accounting
Jeff Mackey Jeff Mackey's Source Finance Experience 1994 - 1998
Job President at Jeff Mackey & Associates
Industry Staffing and Recruiting
Experience
Jeff Mackey & Associates September 2015 - Present
The Z Firm March 2015 - August 2015
Vaco Houston (formerly Mackey & Tanner, LLC) July 2001 - February 2015
Kforce Inc. 1998 - 2001
Source Finance 1994 - 1998
Start Up Companies 1992 - 1994
Arthur Andersen 1988 - 1992
Education
Texas A&M University 1983 — 1987
BBA, Accounting and Finance
Jeff Mackey & Associates September 2015 - Present
The Z Firm March 2015 - August 2015
Vaco Houston (formerly Mackey & Tanner, LLC) July 2001 - February 2015
Kforce Inc. 1998 - 2001
Source Finance 1994 - 1998
Start Up Companies 1992 - 1994
Arthur Andersen 1988 - 1992
Education
Texas A&M University 1983 — 1987
BBA, Accounting and Finance
Al Rubino's Source Finance Experience 1994 - 1998
Job Partner at Accounting Search Professionals, Inc
Industry Staffing and Recruiting
Experience
Accounting Search Professionals, Inc. September 2008 - Present
eSearch, Inc March 2001 - September 2008
ADR Search, Inc 1998 - 2001
Source Finance 1994 - 1998
Reliance Electric 1992 - 1994
PricewaterhouseCoopers 1988 - 1992
Coopers&Lybrand 1988 - 1992
Coopers & Lybrand 1988 - 1991
Skills
Benefits Negotiation, Interviews, Recruiting, Human Resources, Employee Benefits, Corporate Finance, Accounting, Sarbanes-Oxley Act, Tax, Cash Management, Internal Controls, Auditing, Financial Reporting, Internal Audit, Cost Accounting
Education
The University of Akron 1984 — 1988
Bachelor of Science (BS), Accounting
Eastlake North 1981 — 1984
St. Mary Magdalene 1973 — 1980
Accounting Search Professionals, Inc. September 2008 - Present
eSearch, Inc March 2001 - September 2008
ADR Search, Inc 1998 - 2001
Source Finance 1994 - 1998
Reliance Electric 1992 - 1994
PricewaterhouseCoopers 1988 - 1992
Coopers&Lybrand 1988 - 1992
Coopers & Lybrand 1988 - 1991
Skills
Benefits Negotiation, Interviews, Recruiting, Human Resources, Employee Benefits, Corporate Finance, Accounting, Sarbanes-Oxley Act, Tax, Cash Management, Internal Controls, Auditing, Financial Reporting, Internal Audit, Cost Accounting
Education
The University of Akron 1984 — 1988
Bachelor of Science (BS), Accounting
Eastlake North 1981 — 1984
St. Mary Magdalene 1973 — 1980
Michele Perrin, CPA, CMB Michele Perrin, CPA, CMB's Source Finance Experience September 1988 - January 1989
Job SVP Western Regional Manager, Warehouse Lending at BB&T Bank
Industry Financial Services
Experience
BB&T October 2015 - Present
Perrin & Associates (www.perrinassoc.com) 714-669-0627 March 2009 - September 2015
JPMORGAN/CHASE BANK March 2008 - March 2009
Washington Mutual January 1998 - March 2008
INDYMAC March 1997 - January 1998
PERRIN & ASSOCIATES September 1992 - March 1997
IMPAC January 1989 - September 1992
SOURCE FINANCE September 1988 - January 1989
PLAZA SAVINGS AND LOAN ASSOCIATION January 1986 - September 1988
DELOITTE TOUCHE & COMPANY August 1981 - December 1985
Skills
Expert Witness, Mortgage Accounting, Mortgage Banking, Warehouse Lending, Mergers & Acquisitions, Mortgage Consulting, Warehouse Due Diligence, Warehouse Lending Credit, Business Process..., Warehousing, Accounting, Credit, Mergers, Private Equity, Due Diligence, Financial Advisory, Loan Servicing, Banking, Loans, Mortgage Lending, Residential Mortgages, Capital Markets, Loan Origination, Real Estate, Finance, FHA, Commercial Lending, Cash Management, Loss Mitigation, Investment Properties, Credit Analysis, Financial Structuring, FHA financing, Securitization, Underwriting, Financial Services, Structured Finance, Investments, Refinance, Government Loans, Financial Analysis, USDA, Funding, Mortgage Servicing, Mortgage Underwriting, VA loans, Commercial Mortgages, Credit Risk, Reverse Mortgages, Real Estate Financing
Education
California State University-Long Beach
B.S, Accounting and Finance
Grosse Ile High School
High School
BB&T October 2015 - Present
Perrin & Associates (www.perrinassoc.com) 714-669-0627 March 2009 - September 2015
JPMORGAN/CHASE BANK March 2008 - March 2009
Washington Mutual January 1998 - March 2008
INDYMAC March 1997 - January 1998
PERRIN & ASSOCIATES September 1992 - March 1997
IMPAC January 1989 - September 1992
SOURCE FINANCE September 1988 - January 1989
PLAZA SAVINGS AND LOAN ASSOCIATION January 1986 - September 1988
DELOITTE TOUCHE & COMPANY August 1981 - December 1985
Skills
Expert Witness, Mortgage Accounting, Mortgage Banking, Warehouse Lending, Mergers & Acquisitions, Mortgage Consulting, Warehouse Due Diligence, Warehouse Lending Credit, Business Process..., Warehousing, Accounting, Credit, Mergers, Private Equity, Due Diligence, Financial Advisory, Loan Servicing, Banking, Loans, Mortgage Lending, Residential Mortgages, Capital Markets, Loan Origination, Real Estate, Finance, FHA, Commercial Lending, Cash Management, Loss Mitigation, Investment Properties, Credit Analysis, Financial Structuring, FHA financing, Securitization, Underwriting, Financial Services, Structured Finance, Investments, Refinance, Government Loans, Financial Analysis, USDA, Funding, Mortgage Servicing, Mortgage Underwriting, VA loans, Commercial Mortgages, Credit Risk, Reverse Mortgages, Real Estate Financing
Education
California State University-Long Beach
B.S, Accounting and Finance
Grosse Ile High School
High School
Evan Keene's Source Finance Experience 1983 - 1992
Job Director, Project Solutions Sales Healthcare at Experis
Industry Information Technology and Services
Experience
Experis August 2012 - Present
Hudson Highland Group August 2008 - June 2012
Keene & Associates - Executive/Professional Search December 1994 - August 2008
Jefferson Wells 2004 - 2007
Source Finance 1983 - 1992
Whiteco Industries 1979 - 1983
Deloitte 1977 - 1979
Skills
Management Consulting, Healthcare, Process Improvement, Strategic Planning, Accounting, Account Management, ERP, Operations Management, Budgeting, Customer Relations, Team Building, Change Management, Contract Negotiation, Start-ups, Business Strategy, Sales Management, Business Planning, Business Process..., Problem Solving
Education
Indiana State University - School of Business 1973 — 1977
BS, Accounting
Crown Point High School 1970 — 1973
Experis August 2012 - Present
Hudson Highland Group August 2008 - June 2012
Keene & Associates - Executive/Professional Search December 1994 - August 2008
Jefferson Wells 2004 - 2007
Source Finance 1983 - 1992
Whiteco Industries 1979 - 1983
Deloitte 1977 - 1979
Skills
Management Consulting, Healthcare, Process Improvement, Strategic Planning, Accounting, Account Management, ERP, Operations Management, Budgeting, Customer Relations, Team Building, Change Management, Contract Negotiation, Start-ups, Business Strategy, Sales Management, Business Planning, Business Process..., Problem Solving
Education
Indiana State University - School of Business 1973 — 1977
BS, Accounting
Crown Point High School 1970 — 1973
Scott Zimont Scott Zimont's Source Finance Experience 1981 - 2001
Job Retired
Industry Staffing and Recruiting
Experience
Retired 2012 - Present
Zimont & Associates, Inc. 2010 - 2012
Search Finance 2001 - 2010
Source Finance 1981 - 2001
Grant Geophysical 1980 - 1981
Continental Industries 1979 - 1980
Coopers & Lybrand 1977 - 1979
Education
The University of Texas at San Antonio 1975 — 1977
BBA, Accounting
University of Houston
Retired 2012 - Present
Zimont & Associates, Inc. 2010 - 2012
Search Finance 2001 - 2010
Source Finance 1981 - 2001
Grant Geophysical 1980 - 1981
Continental Industries 1979 - 1980
Coopers & Lybrand 1977 - 1979
Education
The University of Texas at San Antonio 1975 — 1977
BBA, Accounting
University of Houston
Chris Scherrer, CPA Chris Scherrer, CPA's Source Finance Experience 1980 - 1992
Job Chief Recruiting Officer, SearchMaster® Recruiting
Industry Staffing and Recruiting
Experience
SearchMaster® Recruiting July 1992 - Present
Source Finance 1980 - 1992
KPMG Peat Marwick 1976 - 1980
Skills
Executive Search, Team Building
Education
Marquette University 1972 — 1976
BS, Accounting
Marquette University High School 1968 — 1972
SearchMaster® Recruiting July 1992 - Present
Source Finance 1980 - 1992
KPMG Peat Marwick 1976 - 1980
Skills
Executive Search, Team Building
Education
Marquette University 1972 — 1976
BS, Accounting
Marquette University High School 1968 — 1972
Daniel (Dan) Cummings, CPA, MBA's Source Finance Experience January 1985 - January 1993
Job Retainedsearch;Talent Acquisition:Leadership Solutions
Industry Staffing and Recruiting
Experience
EFL Associates-Denver, a CBIZ Company July 2010 - Present
Uhlig LLC February 2005 - July 2010
Cummings St. Thomas, Inc January 1993 - February 2005
Source Finance January 1985 - January 1993
Butler Manufacturing Company October 1981 - January 1985
KPMG Peat Marwick July 1979 - October 1981
Skills
Customer Relations, Non-profits, Strategic Planning, Budgeting, Management Consulting, Microsoft Office, Financial Analysis, Business Strategy, Sales Management, Financial Modeling, Nonprofits, Management, Start-ups, Customer Service, Leadership, Budgets, Human Resources, Contract Negotiation, Marketing, Consulting
Education
University of Kansas - Graduate School of Business 1984 — 1986
MBA, Marketing & Finance
The University of Kansas 1975 — 1979
BS, Accounting/Business Administration
EFL Associates-Denver, a CBIZ Company July 2010 - Present
Uhlig LLC February 2005 - July 2010
Cummings St. Thomas, Inc January 1993 - February 2005
Source Finance January 1985 - January 1993
Butler Manufacturing Company October 1981 - January 1985
KPMG Peat Marwick July 1979 - October 1981
Skills
Customer Relations, Non-profits, Strategic Planning, Budgeting, Management Consulting, Microsoft Office, Financial Analysis, Business Strategy, Sales Management, Financial Modeling, Nonprofits, Management, Start-ups, Customer Service, Leadership, Budgets, Human Resources, Contract Negotiation, Marketing, Consulting
Education
University of Kansas - Graduate School of Business 1984 — 1986
MBA, Marketing & Finance
The University of Kansas 1975 — 1979
BS, Accounting/Business Administration
Mike Carney's Source Finance Experience February 1987 - February 1992
Job Principal at Kenneth Michael & Associates Specializing in the Placement of Financial Professionals in Healthcare
Industry Staffing and Recruiting
Experience
Kenneth Michael & Assoc July 2002 - Present
TMP Worldwide 2000 - 2002
Burlington Wells February 1992 - March 2000
Source Finance February 1987 - February 1992
Jack Eckerd Corporation May 1983 - February 1987
Deloitte & Touche July 1979 - May 1983
Skills
Healthcare Industry, Auditing, Accounting, Internal Audit, Revenue Cycle, Healthcare, Healthcare Information..., Hospitals, Healthcare Consulting, Health Insurance, Interviews, Process Improvement, Informatics, Executive Management, Executive Search, CPA, Medical Billing, Managerial Finance, Practice Management, Management, Medicaid, Physicians, Strategic Planning, Physician Relations, Revenue Cycle Management, Leadership, Insurance, Financial Analysis, Sarbanes-Oxley Act, EHR
Education
Indiana University-Southeast 1976 — 1979
BS, accounting
Kenneth Michael & Assoc July 2002 - Present
TMP Worldwide 2000 - 2002
Burlington Wells February 1992 - March 2000
Source Finance February 1987 - February 1992
Jack Eckerd Corporation May 1983 - February 1987
Deloitte & Touche July 1979 - May 1983
Skills
Healthcare Industry, Auditing, Accounting, Internal Audit, Revenue Cycle, Healthcare, Healthcare Information..., Hospitals, Healthcare Consulting, Health Insurance, Interviews, Process Improvement, Informatics, Executive Management, Executive Search, CPA, Medical Billing, Managerial Finance, Practice Management, Management, Medicaid, Physicians, Strategic Planning, Physician Relations, Revenue Cycle Management, Leadership, Insurance, Financial Analysis, Sarbanes-Oxley Act, EHR
Education
Indiana University-Southeast 1976 — 1979
BS, accounting
Peter Lahaie's Source Finance Experience 1988 - 1990
Job Chief Financial Officer at FUTURITY FIRST Insurance Group
Industry Financial Services
Experience
FUTURITY FIRST Insurance Group February 2011 - Present
MassMutual: MML Investors Services, Inc (MMLISI) September 2004 - October 2009
Fidelity Investments Institutional Services Company, Inc. (FIIS) October 1996 - August 2004
The New England: New England Securities (NES) November 1993 - October 1996
PricewaterhouseCoopers (previously Coopers & Lybrand) November 1983 - November 1993
Source Finance 1988 - 1990
Wolf & Company, Chartered Accountants 1982 - 1983
Skills
Strategy, Strategic Financial..., Financial Reporting, Mergers, Mergers & Acquisitions, Forecasting, Investments, Business Planning, Financial Modeling, Management, Finance, Internal Controls, Budgets
Education
Suffolk University 1978 — 1982
Bachelor of Science Business Adminstration, Accounting
Suffolk University - Sawyer Business School 1978 — 1982
BS Business Administration, Accounting
FUTURITY FIRST Insurance Group February 2011 - Present
MassMutual: MML Investors Services, Inc (MMLISI) September 2004 - October 2009
Fidelity Investments Institutional Services Company, Inc. (FIIS) October 1996 - August 2004
The New England: New England Securities (NES) November 1993 - October 1996
PricewaterhouseCoopers (previously Coopers & Lybrand) November 1983 - November 1993
Source Finance 1988 - 1990
Wolf & Company, Chartered Accountants 1982 - 1983
Skills
Strategy, Strategic Financial..., Financial Reporting, Mergers, Mergers & Acquisitions, Forecasting, Investments, Business Planning, Financial Modeling, Management, Finance, Internal Controls, Budgets
Education
Suffolk University 1978 — 1982
Bachelor of Science Business Adminstration, Accounting
Suffolk University - Sawyer Business School 1978 — 1982
BS Business Administration, Accounting
Tom Boesen Tom Boesen's Source Finance Experience 1988 - 1992
Job Chief Operating Officer at American Alternative Investments
Industry Investment Management
Experience
American Alternative Investments October 2015 - Present
Boesen Capital Advisors, LLC August 2014 - October 2015
Capital Group September 2014 - April 2015
UBS Wealth Management March 2003 - August 2013
Prudential Securities August 1992 - March 2003
Source Finance 1988 - 1992
Westinghouse Electric Company 1985 - 1988
Arthur Andersen & Co 1982 - 1985
United States Air Force August 1976 - May 1982
Skills
Wealth Management, Leadership, Recruiting, Business Development, Coaching, Complex Management, Branch Management, The Art of Wow, Private Wealth, Sales Management, Asset Allocation, Asset Management, Family Office, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Personal Financial..., Life Settlements, Private Equity, Hedge Funds, Investments, Investment Management, Risk Management, Fixed Income, FINRA, Series 3, Series 7, Series 8, Series 63, Series 65
Education
Illinois State University 1980 — 1982
BS, Accounting
American Alternative Investments October 2015 - Present
Boesen Capital Advisors, LLC August 2014 - October 2015
Capital Group September 2014 - April 2015
UBS Wealth Management March 2003 - August 2013
Prudential Securities August 1992 - March 2003
Source Finance 1988 - 1992
Westinghouse Electric Company 1985 - 1988
Arthur Andersen & Co 1982 - 1985
United States Air Force August 1976 - May 1982
Skills
Wealth Management, Leadership, Recruiting, Business Development, Coaching, Complex Management, Branch Management, The Art of Wow, Private Wealth, Sales Management, Asset Allocation, Asset Management, Family Office, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Personal Financial..., Life Settlements, Private Equity, Hedge Funds, Investments, Investment Management, Risk Management, Fixed Income, FINRA, Series 3, Series 7, Series 8, Series 63, Series 65
Education
Illinois State University 1980 — 1982
BS, Accounting
Todd Luft's Source Finance Experience 1987 - 1988
Job Owner, Luft & Company, P.C.
Industry Accounting
Experience
Luft & Company, P.C. October 1990 - Present
Nutri/System, Inc. May 1988 - October 1990
Source Financial Staffing May 1987 - May 1988
Source Finance 1987 - 1988
C&D Technologies May 1986 - May 1987
Kulicke and Soffa September 1977 - May 1986
Skills
Accounting, Tax, Auditing, QuickBooks, Management Consulting, Financial Planners, Financial Reporting, Financial Analysis, Small Business, Payroll, Strategic Financial..., Business Planning, Estate Planning, Corporate Tax, Internal Controls, Tax Preparation, Budget, Income Tax, Mergers, Strategic Planning, CPA, Budgets, Tax Returns, Partnership Taxation
Education
Temple University - Fox School of Business and Management 1979 — 1983
MBA, Finance
Temple University - Fox School of Business and Management 1973 — 1977
BS, Accounting
Luft & Company, P.C. October 1990 - Present
Nutri/System, Inc. May 1988 - October 1990
Source Financial Staffing May 1987 - May 1988
Source Finance 1987 - 1988
C&D Technologies May 1986 - May 1987
Kulicke and Soffa September 1977 - May 1986
Skills
Accounting, Tax, Auditing, QuickBooks, Management Consulting, Financial Planners, Financial Reporting, Financial Analysis, Small Business, Payroll, Strategic Financial..., Business Planning, Estate Planning, Corporate Tax, Internal Controls, Tax Preparation, Budget, Income Tax, Mergers, Strategic Planning, CPA, Budgets, Tax Returns, Partnership Taxation
Education
Temple University - Fox School of Business and Management 1979 — 1983
MBA, Finance
Temple University - Fox School of Business and Management 1973 — 1977
BS, Accounting
Penny Ross's Source Finance Experience 1994 - 1995
Job Proprietor at Tools for the Home Educator
Industry Education Management
Experience
Tools for the Home Educator June 2014 - Present
Hope Chapel Academy August 1996 - Present
Hope Chapel Academy August 2002 - June 2014
Hope Chapel Academy 1996 - 2002
Source Finance 1994 - 1995
Skills
Homeschooling, Public Speaking, Blogging, Teaching Writing, QuickBooks, Books, Parenting Skills..., Leadership, Management, Teaching, Strategic Planning, Leadership Development, Community Outreach, Curriculum Design, Customer Service, Nonprofits
Education
University of La Verne 1973 — 1977
Bachelor of Arts (B.A.), Business Administration and Management, General
Tools for the Home Educator June 2014 - Present
Hope Chapel Academy August 1996 - Present
Hope Chapel Academy August 2002 - June 2014
Hope Chapel Academy 1996 - 2002
Source Finance 1994 - 1995
Skills
Homeschooling, Public Speaking, Blogging, Teaching Writing, QuickBooks, Books, Parenting Skills..., Leadership, Management, Teaching, Strategic Planning, Leadership Development, Community Outreach, Curriculum Design, Customer Service, Nonprofits
Education
University of La Verne 1973 — 1977
Bachelor of Arts (B.A.), Business Administration and Management, General
Amy Viola Amy Viola's Source Finance Experience September 1994 - December 1996
Job Search Consultant at Harmer Associates
Industry Staffing and Recruiting
Experience
Harmer Associates September 1997 - Present
Source Finance September 1994 - December 1996
KPMG September 1986 - September 1994
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Talent Management, Sourcing
Education
Illinois State University 1984 — 1986
BS, Accounting
Harmer Associates September 1997 - Present
Source Finance September 1994 - December 1996
KPMG September 1986 - September 1994
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Talent Management, Sourcing
Education
Illinois State University 1984 — 1986
BS, Accounting
Bob Dale Bob Dale's Source Finance Experience 1987 - 1992
Job Partner, GleasonDale
Industry Staffing and Recruiting
Experience
GleasonDale February 1992 - Present
Source Finance 1987 - 1992
International Hairgoods 1985 - 1986
Peat, Marwick, Mitchell (currently KPMG) 1977 - 1980
Skills
Professional Services, Accounting, Tax, Managerial Finance, SEC filings, Talent Management, Real Estate, Mergers & Acquisitions, Executive Search, Financial Reporting, Financial Analysis, Acquisition Integration, Finance, Internal Controls, Strategic Planning, Mergers, Leadership, Management, Medical Devices, Restructuring, Account Management, Sarbanes-Oxley Act, Forecasting, Management Consulting, Talent Acquisition, Recruiting
Education
University of Minnesota - Carlson School of Management 1973 — 1977
GleasonDale February 1992 - Present
Source Finance 1987 - 1992
International Hairgoods 1985 - 1986
Peat, Marwick, Mitchell (currently KPMG) 1977 - 1980
Skills
Professional Services, Accounting, Tax, Managerial Finance, SEC filings, Talent Management, Real Estate, Mergers & Acquisitions, Executive Search, Financial Reporting, Financial Analysis, Acquisition Integration, Finance, Internal Controls, Strategic Planning, Mergers, Leadership, Management, Medical Devices, Restructuring, Account Management, Sarbanes-Oxley Act, Forecasting, Management Consulting, Talent Acquisition, Recruiting
Education
University of Minnesota - Carlson School of Management 1973 — 1977
Keith McHugh, CPA, MBA's Source Finance Experience January 1993 - January 1995
Job Keith McHugh's CPA License is active
Industry Investment Banking
Experience
Keith McHugh & Associates August 2011 - Present
Pacific Capital Group June 2008 - August 2011
The Kor Group September 2006 - March 2008
Casden Properties LLC January 2002 - September 2006
Oakwood World Wide January 2001 - January 2002
AdelWiggins Group January 1999 - January 2001
Corporate Directions, Inc January 1995 - January 1999
Source Finance January 1993 - January 1995
Deloitte & Touche, LLP September 1987 - September 1988
Skills
Financial Reporting, Month End Close, Financial Accounting, Financial Statements, Financial Analysis, Accounting, Due Diligence, Financial Modeling, SEC filings, Internal Controls, Variance Analysis, Corporate Finance, Investments, Sarbanes-Oxley Act, Tax, Cash Flow, CPA, Budgets, Mergers, Account Reconciliation, Forecasting, General Ledger, Strategic Planning, Journal Entries, Auditing, QuickBooks, Finance, Mergers & Acquisitions, US GAAP, Cost Accounting, Internal Audit, Bank Reconciliation, Cash Management, Strategic Financial..., Accruals, Financial Audits, Managerial Finance, Accounts Receivable, Management, Accounts Payable, GAAP, Financial Forecasting, Fixed Assets, Executive Management
Education
CSULA 1980 — 1983
MBA, Accounting
UCLA 1977 — 1979
BA, Economics
Keith McHugh & Associates August 2011 - Present
Pacific Capital Group June 2008 - August 2011
The Kor Group September 2006 - March 2008
Casden Properties LLC January 2002 - September 2006
Oakwood World Wide January 2001 - January 2002
AdelWiggins Group January 1999 - January 2001
Corporate Directions, Inc January 1995 - January 1999
Source Finance January 1993 - January 1995
Deloitte & Touche, LLP September 1987 - September 1988
Skills
Financial Reporting, Month End Close, Financial Accounting, Financial Statements, Financial Analysis, Accounting, Due Diligence, Financial Modeling, SEC filings, Internal Controls, Variance Analysis, Corporate Finance, Investments, Sarbanes-Oxley Act, Tax, Cash Flow, CPA, Budgets, Mergers, Account Reconciliation, Forecasting, General Ledger, Strategic Planning, Journal Entries, Auditing, QuickBooks, Finance, Mergers & Acquisitions, US GAAP, Cost Accounting, Internal Audit, Bank Reconciliation, Cash Management, Strategic Financial..., Accruals, Financial Audits, Managerial Finance, Accounts Receivable, Management, Accounts Payable, GAAP, Financial Forecasting, Fixed Assets, Executive Management
Education
CSULA 1980 — 1983
MBA, Accounting
UCLA 1977 — 1979
BA, Economics
Jack Foster, CPA Jack Foster, CPA's Source Finance Experience 1996 - 2000
Job Owner, Beacon Accounting Group
Industry Accounting
Experience
Beacon Accounting Group February 2002 - Present
Source Finance 1996 - 2000
Paramount Pictures 1988 - 1996
Price Waterhouse Coopers & Lybrand - CPA's 1984 - 1988
Education
Texas Christian University 1980 — 1984
BBA, Finance & Accounting
Beacon Accounting Group February 2002 - Present
Source Finance 1996 - 2000
Paramount Pictures 1988 - 1996
Price Waterhouse Coopers & Lybrand - CPA's 1984 - 1988
Education
Texas Christian University 1980 — 1984
BBA, Finance & Accounting
Jeff Adler Jeff Adler's Source Finance Experience September 1982 - May 1986
Job Consultant at UHY Advisors
Industry Computer Software
Experience
UHY Advisors January 2014 - Present
BlackLine Systems July 2004 - Present
J & B Group January 2000 - June 2004
Automated Recycling September 1996 - January 2000
Laidlaw Waste Systems January 1991 - June 1994
Waste Management, Inc. June 1986 - December 1990
Source Finance September 1982 - May 1986
PricewaterhousCoopers July 1972 - August 1982
Total Petrochemicals August 1977 - December 1980
Seligman & Associates June 1976 - August 1977
Skills
software design, financial accounting, Forecasting, SaaS, Process Improvement, Enterprise Software, ERP, Software Design, Financial Reporting, Financial Accounting, Business Process..., Auditing, Finance, Sarbanes-Oxley Act, Financial Analysis, Accounting, Start-ups, Salesforce.com, Business Process, Change Management, Executive Management, Management, Business Analysis, Management Consulting, Solution Selling, Software Implementation, Business Strategy, Project Management, Business Alliances, SAP, Business Intelligence, Cloud Computing, Mergers, Business Planning, Budgets
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1992
MBA
Michigan State University 1967 — 1972
BA, Accounting
UHY Advisors January 2014 - Present
BlackLine Systems July 2004 - Present
J & B Group January 2000 - June 2004
Automated Recycling September 1996 - January 2000
Laidlaw Waste Systems January 1991 - June 1994
Waste Management, Inc. June 1986 - December 1990
Source Finance September 1982 - May 1986
PricewaterhousCoopers July 1972 - August 1982
Total Petrochemicals August 1977 - December 1980
Seligman & Associates June 1976 - August 1977
Skills
software design, financial accounting, Forecasting, SaaS, Process Improvement, Enterprise Software, ERP, Software Design, Financial Reporting, Financial Accounting, Business Process..., Auditing, Finance, Sarbanes-Oxley Act, Financial Analysis, Accounting, Start-ups, Salesforce.com, Business Process, Change Management, Executive Management, Management, Business Analysis, Management Consulting, Solution Selling, Software Implementation, Business Strategy, Project Management, Business Alliances, SAP, Business Intelligence, Cloud Computing, Mergers, Business Planning, Budgets
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1992
MBA
Michigan State University 1967 — 1972
BA, Accounting
Anthony Fontana's Source Finance Experience 1984 - 1988
Job Director of Recruiting at The Advantage Group
Industry Staffing and Recruiting
Experience
Advantage Group July 1988 - Present
Source Finance 1984 - 1988
BDO Seidman 1979 - 1984
Skills
Recruiting, Accounting, Human Resources, Applicant Tracking..., Technical Recruiting, Leadership, Talent Acquisition, Internet Recruiting, Staffing Services, Finance, College Recruiting, Executive Search, Team Building, Temporary Placement, Temporary Staffing, Account Management, Onboarding, Benefits Negotiation, Workforce Planning, Contract Recruitment, Resume Writing, Hiring, Screening Resumes, Sourcing, Employee Benefits, Interviews, Permanent Placement, Employee Relations, Talent Management, PeopleSoft, Employer Branding, Screening, Payroll, HRIS
Education
Walsh College 1977 — 1979
BAcct, Accounting
Oakland University 1975 — 1976
Advantage Group July 1988 - Present
Source Finance 1984 - 1988
BDO Seidman 1979 - 1984
Skills
Recruiting, Accounting, Human Resources, Applicant Tracking..., Technical Recruiting, Leadership, Talent Acquisition, Internet Recruiting, Staffing Services, Finance, College Recruiting, Executive Search, Team Building, Temporary Placement, Temporary Staffing, Account Management, Onboarding, Benefits Negotiation, Workforce Planning, Contract Recruitment, Resume Writing, Hiring, Screening Resumes, Sourcing, Employee Benefits, Interviews, Permanent Placement, Employee Relations, Talent Management, PeopleSoft, Employer Branding, Screening, Payroll, HRIS
Education
Walsh College 1977 — 1979
BAcct, Accounting
Oakland University 1975 — 1976
Jennifer James-DiLorenzo's Source Finance Experience April 1992 - April 1998
Job Executive Office Professional
Industry Executive Office
Experience
Fluor Industrial Services September 2008 - Present
Medco Health Solutions April 1992 - September 2004
Source Finance April 1992 - April 1998
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Outlook, Event Planning, Team Building, Management, Budgets, Administrative..., Project Management, Business Strategy
Education
University of Phoenix 1992 — 1993
Business Administration and Management, General
Bergen Community College 1990 — 1992
Fluor Industrial Services September 2008 - Present
Medco Health Solutions April 1992 - September 2004
Source Finance April 1992 - April 1998
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, PowerPoint, Outlook, Event Planning, Team Building, Management, Budgets, Administrative..., Project Management, Business Strategy
Education
University of Phoenix 1992 — 1993
Business Administration and Management, General
Bergen Community College 1990 — 1992
John Fitzgerald's Source Finance Experience May 1984 - June 1986
Job EVP, Chief Financial Officer at LGS Innovations LLC
Industry Defense & Space
Experience
LGS Innovations July 2014 - Present
self 2013 - June 2014
ManTech International April 2004 - August 2012
DynCorp April 1997 - April 2003
Litton/PRC, Inc. February 1992 - April 1997
American Safety Razor Company May 1990 - December 1991
American Bank Stationery March 1988 - May 1990
Physicians’ Pharmaceutical Services, Inc. July 1986 - March 1988
Source Finance May 1984 - June 1986
Ernst & Young January 1978 - May 1984
Skills
Sarbanes-Oxley Act, Revenue Recognition, SEC filings, Managerial Finance, Cost Accounting, Mergers, Financial Reporting, GAAP, Financial Analysis, Accounting, Costpoint, Auditing, Deltek, PeopleSoft, Internal Controls, Acquisition Integration, Risk Management, Process Improvement, Forecasting
Education
University of Maryland - Robert H. Smith School of Business 1973 — 1977
LGS Innovations July 2014 - Present
self 2013 - June 2014
ManTech International April 2004 - August 2012
DynCorp April 1997 - April 2003
Litton/PRC, Inc. February 1992 - April 1997
American Safety Razor Company May 1990 - December 1991
American Bank Stationery March 1988 - May 1990
Physicians’ Pharmaceutical Services, Inc. July 1986 - March 1988
Source Finance May 1984 - June 1986
Ernst & Young January 1978 - May 1984
Skills
Sarbanes-Oxley Act, Revenue Recognition, SEC filings, Managerial Finance, Cost Accounting, Mergers, Financial Reporting, GAAP, Financial Analysis, Accounting, Costpoint, Auditing, Deltek, PeopleSoft, Internal Controls, Acquisition Integration, Risk Management, Process Improvement, Forecasting
Education
University of Maryland - Robert H. Smith School of Business 1973 — 1977
Jill Weigand's Source Finance Experience January 1985 - September 1987
Job IT Director at High Point Insurance
Industry Information Technology and Services
Experience
Plymouth Rock Assurance New Jersey August 2005 - Present
Prudential Property & Casualty Insurance 1986 - 2005
Source Finance January 1985 - September 1987
Skills
Disaster Recovery, Visio, Requirements Analysis, SQL, Data Warehousing, Business Intelligence, Project Management, IT Strategy, Risk Management, Integration, Management, Security, SDLC, Vendor Management, Process Improvement, Business Analysis, PMP, Software Project..., Software Documentation, Program Management, Requirements Gathering, Enterprise Architecture, Insurance, Business Process, Analysis, IT Management, Leadership, Business Process..., Business Requirements, Change Management
Education
Kean University 1986 — 1988
Bachelor's degree of Computer Science, Computer Science
Middlesex County College 1984 — 1986
Associates Degred, Computer Science
Plymouth Rock Assurance New Jersey August 2005 - Present
Prudential Property & Casualty Insurance 1986 - 2005
Source Finance January 1985 - September 1987
Skills
Disaster Recovery, Visio, Requirements Analysis, SQL, Data Warehousing, Business Intelligence, Project Management, IT Strategy, Risk Management, Integration, Management, Security, SDLC, Vendor Management, Process Improvement, Business Analysis, PMP, Software Project..., Software Documentation, Program Management, Requirements Gathering, Enterprise Architecture, Insurance, Business Process, Analysis, IT Management, Leadership, Business Process..., Business Requirements, Change Management
Education
Kean University 1986 — 1988
Bachelor's degree of Computer Science, Computer Science
Middlesex County College 1984 — 1986
Associates Degred, Computer Science
Charlie DiGiovanni's Source Finance Experience 1986 - 1992
Job Owner, Penn Search
Industry Staffing and Recruiting
Experience
Penn Search 1993 - Present
Source Finance 1986 - 1992
Food Service and Distribution Industry 1984 - 1986
Goldenberg/Rosenthal 1981 - 1984
Skills
Executive Search, Recruiting, Retained Search, Staffing Services, Auditing, Operating Budgets, Tax Preparation, General Ledger, Financial Analysis, Financial Accounting, Financial Reporting, Accounting, Finance, Coaching, Time Management, Networking, Payroll, Mergers & Acquisitions, Temporary Placement, Tax, Cost Accounting, Sarbanes-Oxley Act, Executive Management, Managerial Finance, Forecasting, GAAP, CPA, Cash Flow
Education
Penn State University
Bachelor of Science (BS), Accounting
Penn Search 1993 - Present
Source Finance 1986 - 1992
Food Service and Distribution Industry 1984 - 1986
Goldenberg/Rosenthal 1981 - 1984
Skills
Executive Search, Recruiting, Retained Search, Staffing Services, Auditing, Operating Budgets, Tax Preparation, General Ledger, Financial Analysis, Financial Accounting, Financial Reporting, Accounting, Finance, Coaching, Time Management, Networking, Payroll, Mergers & Acquisitions, Temporary Placement, Tax, Cost Accounting, Sarbanes-Oxley Act, Executive Management, Managerial Finance, Forecasting, GAAP, CPA, Cash Flow
Education
Penn State University
Bachelor of Science (BS), Accounting
Susan Larkin, CPA, CA, MBA's Source Finance Experience 1990 - 1992
Job President at The Larkin Group, Executive Search
Industry Staffing and Recruiting
Experience
The Larkin Group January 1999 - Present
Credit Valley Hospital site, Trillium Health Partners June 2011 - Present
MicroSkills September 2011 - Present
Lannick Associates 1992 - 1999
Source Finance 1990 - 1992
Suncor Inc. January 1980 - September 1985
Famous Players 1979 - 1980
KPMG 1977 - 1979
Skills
Recruiting, Finance, Research, Executive Search, Internal Controls, Strategic Planning, Business Analysis, Management, Accounting, Process Improvement, Budgets, Financial Analysis, Account Reconciliation, Financial Reporting, Auditing, Analysis, Forecasting, Risk Management, Project Planning, Talent Acquisition, Time Management, Change Management, Business Process..., Investments, Financial Accounting, Microsoft Office, Managerial Finance, Financial Modeling
Education
Ontario Institute of Chartered Accountants
CPA
University of Toronto - Rotman School of Management 1985 — 1987
MBA, Business
Institute of Chartered Accountants of Ontario
CPA, CA
Ivey Business School at Western University 1973 — 1977
Ivey - HBA, Business
The Larkin Group January 1999 - Present
Credit Valley Hospital site, Trillium Health Partners June 2011 - Present
MicroSkills September 2011 - Present
Lannick Associates 1992 - 1999
Source Finance 1990 - 1992
Suncor Inc. January 1980 - September 1985
Famous Players 1979 - 1980
KPMG 1977 - 1979
Skills
Recruiting, Finance, Research, Executive Search, Internal Controls, Strategic Planning, Business Analysis, Management, Accounting, Process Improvement, Budgets, Financial Analysis, Account Reconciliation, Financial Reporting, Auditing, Analysis, Forecasting, Risk Management, Project Planning, Talent Acquisition, Time Management, Change Management, Business Process..., Investments, Financial Accounting, Microsoft Office, Managerial Finance, Financial Modeling
Education
Ontario Institute of Chartered Accountants
CPA
University of Toronto - Rotman School of Management 1985 — 1987
MBA, Business
Institute of Chartered Accountants of Ontario
CPA, CA
Ivey Business School at Western University 1973 — 1977
Ivey - HBA, Business
Lorie Mason's Source Finance Experience February 1993 - October 1994
Job Senior Associate at Kilpatrick Townsend & Stockton LLP
Industry Law Practice
Experience
Kilpatrick Townsend & Stockton LLP June 2005 - Present
RMI November 1998 - December 2001
Texas Department of Housing and Community Affairs October 1994 - October 1998
Source Finance February 1993 - October 1994
District of Columbia Housing Finance Agency May 1990 - October 1992
VF Corporation May 1988 - May 1990
KPMG Peat Marwick September 1986 - April 1988
Skills
Mergers & Acquisitions, Corporate Governance, Finance, Corporate Law, Securities, Tax, Structured Finance, Bonds, Intellectual Property, Legal Research, Legal Writing
Education
University of Florida 2002 — 2004
Juris Doctor (J.D.), Magna Cum Laude
University of Alabama 1985 — 1986
Master of Tax Accounting, Tax
University of Alabama 1981 — 1985
BS, Accounting
Kilpatrick Townsend & Stockton LLP June 2005 - Present
RMI November 1998 - December 2001
Texas Department of Housing and Community Affairs October 1994 - October 1998
Source Finance February 1993 - October 1994
District of Columbia Housing Finance Agency May 1990 - October 1992
VF Corporation May 1988 - May 1990
KPMG Peat Marwick September 1986 - April 1988
Skills
Mergers & Acquisitions, Corporate Governance, Finance, Corporate Law, Securities, Tax, Structured Finance, Bonds, Intellectual Property, Legal Research, Legal Writing
Education
University of Florida 2002 — 2004
Juris Doctor (J.D.), Magna Cum Laude
University of Alabama 1985 — 1986
Master of Tax Accounting, Tax
University of Alabama 1981 — 1985
BS, Accounting
David Groner's Source Finance Experience 1986 - 2002
Job Manager | National Recruiting Team PricewaterhouseCoopers | Transaction Services
Industry Human Resources
Experience
PricewaterhouseCoopers 2010 - Present
Ernst & Young 2005 - 2008
Source Finance 1986 - 2002
Skills
Professional Services, Professional Services..., Public Accounting..., Accounting, Financial Recruiting, Lotus Notes, Microsoft Office, Certified Public..., Recruiting, CPA
Education
Loyola University Chicago
BBA, Accounting
PricewaterhouseCoopers 2010 - Present
Ernst & Young 2005 - 2008
Source Finance 1986 - 2002
Skills
Professional Services, Professional Services..., Public Accounting..., Accounting, Financial Recruiting, Lotus Notes, Microsoft Office, Certified Public..., Recruiting, CPA
Education
Loyola University Chicago
BBA, Accounting
Mark Taplinger, CPA's Source Finance Experience 1983 - 1992
Job Regional Practice Director at Randstad Professionals
Industry Staffing and Recruiting
Experience
Randstad Professionals September 2013 - Present
Tap Financial Group 2009 - August 2013
Apex Financial Search 1992 - 2009
Source Finance 1983 - 1992
Price Waterhouse 1977 - 1983
Skills
Accounting, Auditing, Recruiting, Executive Search, Tax, Financial Reporting, Talent Acquisition, Technical Recruiting, Internal Audit, Benefits Negotiation, College Recruiting, Temporary Staffing, Accountants, Sarbanes-Oxley Act, GAAP, Sourcing, Business Development, Payroll, Staffing Services, Temporary Placement, Financial Services, Business Networking, Contract Recruitment, Permanent Placement, Finance, Internet Recruiting, Client Development, Screening, Human Resources, Talent Management, Interviews, Employee Benefits, Mergers & Acquisitions, Executive Management, Applicant Tracking..., Screening Resumes, Industrial Sector, PeopleSoft, Consulting, Hiring, Search, Staff Augmentation, Resume Writing
Education
Franklin & Marshall College 1973 — 1977
Bachelor's, Accounting
Cheltenham High School
Randstad Professionals September 2013 - Present
Tap Financial Group 2009 - August 2013
Apex Financial Search 1992 - 2009
Source Finance 1983 - 1992
Price Waterhouse 1977 - 1983
Skills
Accounting, Auditing, Recruiting, Executive Search, Tax, Financial Reporting, Talent Acquisition, Technical Recruiting, Internal Audit, Benefits Negotiation, College Recruiting, Temporary Staffing, Accountants, Sarbanes-Oxley Act, GAAP, Sourcing, Business Development, Payroll, Staffing Services, Temporary Placement, Financial Services, Business Networking, Contract Recruitment, Permanent Placement, Finance, Internet Recruiting, Client Development, Screening, Human Resources, Talent Management, Interviews, Employee Benefits, Mergers & Acquisitions, Executive Management, Applicant Tracking..., Screening Resumes, Industrial Sector, PeopleSoft, Consulting, Hiring, Search, Staff Augmentation, Resume Writing
Education
Franklin & Marshall College 1973 — 1977
Bachelor's, Accounting
Cheltenham High School
Scott M. Johnson's Source Finance Experience 1989 - 1990
Job Director of MJ Prescott Management Advisors
Industry Accounting
Experience
MJ Prescott Management Advisors 2014 - Present
COKeM International, Ltd. 2002 - 2014
Bottom Line Enhancement Services 2001 - 2002
Growth Financial Services 1999 - 2001
Drew Pearson Marketing 1992 - 1999
LTC Sports, Inc. d/b/a Team Choice Sports 1990 - 1992
Source Finance 1989 - 1990
Farwell Ozmun & Kirk Company (Largest operating division of American Hoist) 1987 - 1989
American Hoist & Derrick Company 1985 - 1987
EY (formerly Ernst & Young) 1978 - 1985
Skills
Finance, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Management, Accounting, Forecasting, Strategic Planning, Start-ups, Business Strategy
Education
Bemidji State University 1972 — 1976
BS & BA, Accounting/Finance & Music Performance
MJ Prescott Management Advisors 2014 - Present
COKeM International, Ltd. 2002 - 2014
Bottom Line Enhancement Services 2001 - 2002
Growth Financial Services 1999 - 2001
Drew Pearson Marketing 1992 - 1999
LTC Sports, Inc. d/b/a Team Choice Sports 1990 - 1992
Source Finance 1989 - 1990
Farwell Ozmun & Kirk Company (Largest operating division of American Hoist) 1987 - 1989
American Hoist & Derrick Company 1985 - 1987
EY (formerly Ernst & Young) 1978 - 1985
Skills
Finance, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Management, Accounting, Forecasting, Strategic Planning, Start-ups, Business Strategy
Education
Bemidji State University 1972 — 1976
BS & BA, Accounting/Finance & Music Performance
Steve Senz, CPA's Source Finance Experience February 1988 - October 1991
Job CPA at Steven Senz, CPA
Industry Accounting
Experience
Steven Senz, CPA October 1991 - Present
Source Finance February 1988 - October 1991
Salomon Brothers May 1987 - February 1988
Touche Ross October 1985 - May 1987
Wiss & Company, LLP September 1983 - October 1985
Education
Seton Hall University 1979 — 1983
BS, Accounting
Steven Senz, CPA October 1991 - Present
Source Finance February 1988 - October 1991
Salomon Brothers May 1987 - February 1988
Touche Ross October 1985 - May 1987
Wiss & Company, LLP September 1983 - October 1985
Education
Seton Hall University 1979 — 1983
BS, Accounting
Lynda Fargnoli-Lata's Source Finance Experience 1990 - 1990
Job Financial Systems Manager at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless March 1990 - May 2014
Shanley & Fisher, PC February 1988 - February 1990
Source Finance 1990 - 1990
Dimensional Merchandising Inc. September 1983 - January 1988
Accountants on Call 1983 - 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Budgets, Software Documentation, Access, Process Improvement, Visio, Business Analysis, PeopleSoft, Analysis, Management, Vendor Management, Project Management, Accounts Payable, Invoicing, Accounts Receivable, Accounting, General Ledger, Financial Accounting, Account Reconciliation, Auditing, Integration, Finance, Financial Reporting, Internal Controls, Payroll, Research, Financial Analysis, Team Leadership, Managerial Finance
Education
Bloomfield College 1982 — 1983
Bachelor of Science (BS), Accounting, 3.5
Rutgers University-New Brunswick 1979 — 1981
Psychology
Verizon Wireless March 1990 - May 2014
Shanley & Fisher, PC February 1988 - February 1990
Source Finance 1990 - 1990
Dimensional Merchandising Inc. September 1983 - January 1988
Accountants on Call 1983 - 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Budgets, Software Documentation, Access, Process Improvement, Visio, Business Analysis, PeopleSoft, Analysis, Management, Vendor Management, Project Management, Accounts Payable, Invoicing, Accounts Receivable, Accounting, General Ledger, Financial Accounting, Account Reconciliation, Auditing, Integration, Finance, Financial Reporting, Internal Controls, Payroll, Research, Financial Analysis, Team Leadership, Managerial Finance
Education
Bloomfield College 1982 — 1983
Bachelor of Science (BS), Accounting, 3.5
Rutgers University-New Brunswick 1979 — 1981
Psychology
Dan Jacobsma's Source Finance Experience May 1993 - January 1994
Job Tax Accountant
Industry Accounting
Experience
Consulting – Greater Los Angeles June 2007 - Present
Frattali & Salem, L.L.P May 2004 - May 2007
Kaplan, Swicker and Simha December 2000 - January 2002
McGinley & Company January 1994 - November 1999
Source Finance May 1993 - January 1994
Grant Thornton January 1990 - June 1991
Education
University of Oklahoma 1988 — 1989
Bachelors of Accountancy, Accounting
University of Oklahoma
Bachelors of Business Administration, Finance
Consulting – Greater Los Angeles June 2007 - Present
Frattali & Salem, L.L.P May 2004 - May 2007
Kaplan, Swicker and Simha December 2000 - January 2002
McGinley & Company January 1994 - November 1999
Source Finance May 1993 - January 1994
Grant Thornton January 1990 - June 1991
Education
University of Oklahoma 1988 — 1989
Bachelors of Accountancy, Accounting
University of Oklahoma
Bachelors of Business Administration, Finance