Experience
Dixon Hughes Goodman LLP  October 2014 - Present
WellStar Health System  January 2008 - September 2014
Tatum, LLC  April 2005 - January 2008
GreystoneNet  September 2000 - December 2000
KPMG  December 1990 - August 2000
Ernst & Young  January 1988 - November 1990
Amherst Associates Inc.   July 1981 - December 1987

Skills
Healthcare, Healthcare Management, Healthcare Consulting, Hospitals, Practice Management, Managed Care, Strategic Planning, Management Consulting, Mergers, Healthcare Industry, Physicians, Change Management, Physician Relations, Board and leadership..., Meeting facilitation, Public Speaking, Physician-Hospital..., Acquisitions, Certificate of Need..., Performance Improvement, Leadership, Healthcare Reimbursement, Medicaid, HL7, Workshop Facilitation, Home Care, Medicine, Healthcare Information..., Ambulatory, Business Development, Network Development, Provider Relations, Mergers & Acquisitions, Leadership Development, Business Strategy, Strategy

Education
Northwestern University - Kellogg School of Management   1979 — 1981
MBA, Health/Health Care Administration/Management; Finance

Duke University   1975 — 1979
BA, Economics; Public Policy (Health Care)

MBS and SJR

MBS and SJR

MBS and SJR

MBS and SJR

MBS and SJR

Experience
RLS Associates   2010 - Present
Integrated Electrical Services  2009 - 2010
Tatum LLC   2007 - 2009
Essential Brands   2004 - 2007
GoVideo   1999 - 2003
The Dial Corporation  1979 - 1999

Skills
Accounts Payable, Mergers, Strategic Planning, Due Diligence, Financial Reporting, Corporate Finance, Accounting, SEC reporting, Financial Analysis, Private Equity, GAAP, Internal Controls, General Ledger, Revenue Recognition, Cost Accounting, Budgeting, Cash Flow, Consolidation, Forecasting, Financial Accounting, Financial Modeling, Financial Management, Financial Planning, Great Plains, US GAAP, Strategic Financial..., Process Improvement, Divestitures, Business Valuation, Mergers & Acquisitions, Hyperion Enterprise, QuickBooks, SEC filings, Managerial Finance, Budgets, Invoicing, Journal Entries, Sarbanes-Oxley, Payroll, Financial Audits, Start-ups, ERP, Cash Flow Forecasting, Financial Systems, Acquisition Integration, Business Planning, Account Reconciliation, IFRS, Cash Management, Great Plains Software

Education
Arizona State University - W. P. Carey School of Business
MBA, Accounting

Arizona State University, W. P. Carey School of Business
BS, Accounting/Finance

Experience
Independent Management Consultant  2011 - Present
Tatum LLC   October 2006 - 2011
Andrews Petroleum, Inc.   1993 - 2006
Ernst & Young  1981 - 1993

Skills
Mergers, Restructuring, Financial Management, Financial Reporting, Healthcare, Process Improvement, Operations Management, Budgeting, Strategic Planning, Financial Analysis, Accounting, Team Building, Executive Management, Negotiation, Planning, Business Planning, Financial Modeling, Risk Management

Education
California State University-Long Beach
BS, Professional Account

Experience
Outset Medical, Inc.   March 2009 - Present
Baker Group LLP   2009 - Present
Tatum LLC   May 2002 - January 2010
Chesapeake Research Review, Inc.   2003 - 2006
GreyPilgrim Inc.   1998 - 2002
BioTek Solutions, Inc.   1994 - 1997
QLP Laminates   1992 - 1994
CalTex Industries   1989 - 1992

Skills
Mergers & Acquisitions, Start-ups, Finance, Entrepreneurship, Accounting, Manufacturing, Strategy, Mergers, Turn Around Management, Venture Capital, Restructuring, IPO, Private Equity, Leadership, Executive Management

Education
California State University-Long Beach   1965 — 1968
BS, Accounting

Experience
MFS Investment Management  October 2012 - Present
Tatum LLC   2011 - December 2011
Eaton Vance  2008 - 2010
Eaton Vance  August 2005 - 2008
PwC  September 1999 - August 2005

Skills
Due Diligence, Mergers, Risk Management, Auditing, SEC filings, GAAP, Budgets, Finance, Management, Financial Analysis, CRM, Financial Modeling, Financial Reporting, Accounting, Outsourcing, Relationship Management, Superior Client Service, Sales, Financial Services, Mergers & Acquisitions, Internal Controls, Leadership, Client Services

Education
Bryant University   1995 — 1999
BS, Accounting

Experience
Power Corporation   July 2015 - Present
PROFIT INSIGHT®  July 2014 - June 2015
SOLE Financial  May 2009 - April 2014
Tatum LLC   October 2008 - April 2009
Tristar Companies   January 2003 - March 2008
Grant Thornton  March 1997 - January 2003
US Bank  March 1992 - March 1997
Bank of America  June 1990 - March 1992

Skills
New Business Development, Sales Management, Operations Management, Financial Services, Credit and Debit Cards, Logistics, Capital Raising, Marketing Strategy, Banking, Mergers & Acquisitions, Marketing, Debit Cards, SaaS, Management, Start-ups, Sales, Finance, Executive Management, Strategic Partnerships, Employee Benefits, Strategy, Strategic Planning, Salesforce.com, Business Development, Lead Generation, Credit Cards, Business Process...

Education
Santa Clara University   1986 — 1990
BS, Economics, Finance

American University   1988 — 1988
Economic Policy Semester

Beaverton High School   1982 — 1986

Experience
JPMorgan Chase  October 2014 - Present
JPMorgan Chase  February 2013 - October 2014
JPMorgan Chase  June 2010 - September 2014
Tatum  February 2008 - June 2009
Tatum, LLC  February 2008 - June 2009
Marshall Career Service  February 2003 - June 2007
Marshall Career Service  February 2002 - June 2007
Allstate Insurance Company  March 2002 - January 2003
Fenix   January 2000 - January 2001
Philips Consumer Communications  1995 - 1999

Skills
Interviews, New Business Development, Recruiting, Sales, Sales Operations, Sourcing, Consulting, Customer Retention, Event Management, Hiring, Program Management, Temporary Placement, Time Management, Training, Accounting, Employee Benefits, Financial Reporting, Human Resources, Marketing, Mergers, Process Improvement, Start-ups, Mergers, Financial Analysis, Leadership, Project Planning, Risk Management

Education
Baylor University   1982 — 1984
N/A, Business Management

Jersey Village High School   1978 — 1982

Experience
Sirius Solutions, LLLP  September 2014 - Present
Sirius Solutions  August 2011 - September 2014
Tatum LLC   June 2010 - August 2011
Spotlight Project Services Corp.   March 2009 - June 2010
Draco Spring Mfg. Co.   October 2004 - April 2009
UCG/Eagle Broadband   May 1998 - December 2003
GE Capital  February 1997 - May 1998

Skills
Problem Solving, Change Management, Strategic Planning, Management Consulting, Mergers & Acquisitions, Business Strategy, Business Transformation, Executive Management, Operations Management, Team Building, Business Process..., Team Leadership, Manufacturing, Program Management, Project Planning, ERP, PMO, Outsourcing, Cloud Computing, Six Sigma, Risk Management, IT Strategy, IT Management, Vendor Management, Contract Negotiation, Requirements Analysis, Software Project..., Software Development, Management, Strategy, Turn Around Management, Business Advisory, Business Management, Strategic Advisory, Business Planning, Strategy Development, Executive Coaching, BPO, Lean Manufacturing, Enterprise Content..., Project Implementation, Quality Management, Knowledge Management, Leadership, Consulting, Acquisition Integration, CRM, Project Management

Education
The University of Texas at Austin   1997 — 2004
Master's degree, Process Management

Texas A&M University   1991 — 1994
BA, Business Analysis, History & English

Blinn College   1989 — 1991
AA, Business Analysis

Marian Christian High School   1985 — 1989

Experience
Melbourne Associates   July 2012 - Present
American General Life and Accident Insurance  August 2011 - June 2012
Tatum LLC   March 2006 - August 2010
TFI  October 2004 - March 2006
Salerno Plastics   March 2001 - September 2004
Horizon Group  June 1998 - March 2001
Alpha Wire/Pacer Electronics   February 1995 - May 1998
McBee Systems  April 1994 - February 1995
Kentile Floors   January 1988 - April 1994
Melbourne Associates   November 1985 - January 1988

Skills
Budgets, Strategy, Restructuring, Finance, Leadership, Divestitures, Cash Flow, Corporate Finance, Management Consulting, Turn Around Management, Cost Accounting, Internal Controls, Financial Analysis, Mergers, Plastics, Acquisition Integration, Management, Analysis, Mergers & Acquisitions

Education
Rutgers, The State University of New Jersey-New Brunswick   1967 — 1974
BS, Accounting

Fairleigh Dickinson University   1974 — 1978
MBA, Finance

Duke Chemistry Class of 1982   1982 — 1982
Certificate Course "Chemistry for Executives" (Two Week Course), Chemistry

Experience
Douglas C Yaecker, CPA   2012 - Present
McNeil Industries  2009 - 2012
Tatum LLC   April 2007 - September 2008
Avalon Foodservice, Inc.   1995 - 2006
Financial Management Services  1992 - 1995
Ericson Manufacturing Company   1981 - 1991
Grant Thornton  1974 - 1981

Skills
Accounting, Financial Reporting, Internal Controls, CPA, Cost Accounting, Cash Management, Forecasting, Financial Accounting, Start-ups, ERP, Financial Modeling, Finance, Strategic Financial..., Executive Management, Budgets, Tax, General Ledger, Due Diligence, Cash Flow, Acquisition Integration, Financial Statements, Accounts Payable, Analysis, Business Planning, Leadership, Financial Planning

Education
Cleveland State University
BBA, Accounting

Experience
ZCo Consulting   August 2003 - Present
Vendita Technology Group  April 2013 - November 2013
Coeur Business Group   January 2011 - February 2013
AdamsGabbert LLC   January 2010 - January 2011
Milo Belle Consultants   March 2008 - February 2010
ZCo Consulting   January 2003 - January 2008
Tatum LLC   January 2006 - August 2007
ZCo Consulting   August 2004 - January 2006
Deloitte  1993 - 2004
Deloitte Consulting  2000 - 2003

Skills
Process Improvement, Business Process..., Strategic Planning, Project Management, Risk Management, Program Management, Information Technology, IT Audit, Contract Negotiation, Software, Quality Auditing, Software Selection, IT Risk Management, Leadership, Auditing, Management Consulting, Business Strategy, Governance, Change Management, Mergers, Acquisition Integration, IT Strategy, Executive Management, PMO, Consulting, Vendor Management, Due Diligence, Professional Services, ERP, Mergers & Acquisitions, Analysis, Strategy, Business Intelligence, Management, Integration, Outsourcing, Business Process, Start-ups, Cross-functional Team..., CRM, Performance Management, Project Planning, Coaching, Business Process..., SDLC, Enterprise Software, Project Portfolio..., Quality Assurance, Business Transformation, IT Management

Education
Colorado State University   1991 — 1993
Post Graduate Studies

Purdue University   1964 — 1970
BS, Industrial Management

Experience
Joan Mayo   May 2012 - Present
NextCorp Capital Management   June 2008 - April 2012
Tatum LLC   2007 - 2008
JMK Holdings   2006 - 2007
Joan M. Stengle, PLLC   2001 - 2006
Burlington Resources  1998 - 2000
Bass Enterprises  1984 - 1998

Skills
Financial Reporting, Accounting, CPA, Management, Private Equity, Supervisory Skills, Family Office, Project Management, Financial Systems..., Financial Management, Quickbooks 2013, OGSYS

Education
Angelo State University   1977 — 1981
BBA, Accounting

Experience
ClearView CFO LLC   July 2011 - Present
Tatum LLC   January 2001 - May 2011
Prepared Meal Holdings Inc   December 2008 - April 2011
BradFoote Gear Inc   May 2007 - August 2008
JAYS Foods Inc   December 2005 - May 2007
MIcroMetl Corporation   August 2003 - September 2004
Corporate Legal Times   March 2002 - July 2003
Automed Technologies Inc   January 1999 - April 2001
Shure Incorporated  May 1998 - January 1999
Teccor Electronics Inc   April 1996 - May 1998

Skills
Due Diligence, Mergers & Acquisitions, Cash Flow, Restructuring, Finance, Financial Analysis, Private Equity, Forecasting, Mergers, Internal Controls, Financial Reporting, Accounting

Education
DePaul University
BSC, Accounting

DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance

Experience
Keane & Associates, Inc   1990 - Present
Tatum, LLC  2010 - 2012
Price Waterhouse  1982 - 1990

Skills
Interim Management..., Software Project..., Management Consulting, IT Strategy, Business Intelligence, Business Analysis

Education
Cal Poly Pomona
B.S., Business Administration: Major in Computers & Information Systems

Experience
Biosensis Pty Ltd   April 2012 - Present
Verdezyne, Inc.   2011 - Present
Canyonside Advisors LLC   February 2009 - July 2011
Tatum LLC   2009 - 2010
MicroIslet, Inc.   2008 - 2009
Millipore Corporation  July 2006 - January 2008
Serologicals  March 2003 - July 2006
Chemicon International  October 2000 - March 2003
Vista Information Solutions, Inc.   August 1995 - October 2000

Skills
Mergers & Acquisitions, Due Diligence, Start-ups, Finance, Forecasting

Education
Arizona State University   1983 — 1986
Bachelor of Science, Finance

Columbia Basin College   1980 — 1982
AA, Business

Kamiakin High School   1976 — 1980

Experience
BeaconCFO Plus   January 2015 - Present
FocusCFO  August 2010 - December 2014
Tatum LLC   March 2009 - July 2010
WCI Steel / Severstal Warren, Inc.   2006 - 2008
BP America  1980 - 1999

Skills
Accounting, Leadership, Strategic Planning, Mergers, Financial Analysis, Forecasting, Internal Controls, Business Strategy, Divestitures, Mergers & Acquisitions, Process Improvement, Strategy, Budgets, Selling Businesses, Negotiation, Banking Relationships, Team Building, Financial Reporting, Auditing, CFOs, Risk Management, Business Planning, Finance, Managerial Finance, Strategic Financial..., Financial Modeling, Start-ups, Due Diligence, Business Development, Financial Planning

Education
Cleveland State University   1971 — 1975
Accounting

John Carroll University
Master of Business Administration (MBA), Finance

Experience
Tatum LLC   2009 - Present
Sisters of Providence Health System  1998 - 2008
W.A. Foote Memorial Hosital   1986 - 1998
Brigham and Women's Hospital  1983 - 1986

Education
D'Amore-McKim School of Business at Northeastern University
MBA, Health Care Concentration

University at Albany, SUNY
BS, Accounting

Experience
Nexstar Broadcasting Group  September 2010 - Present
Archipelago Learning  September 2009 - September 2010
Tatum LLC   March 2007 - August 2009
Dr Pepper Snapple  February 2006 - March 2007
KPMG  January 1996 - February 2006

Education
Baylor University   1991 — 1995
BBA, Accounting

Baylor University - Hankamer School of Business   1991 — 1995
BBA, Accounting

Sherman High

Experience
CFO Staff Express   January 2012 - Present
Tatum, LLC  July 2008 - December 2011
Manor Home Mtg Capital Corp; Neighborhood Housing Svcs of CV (Non-Profit); Naturener USA, LLC   March 2005 - June 2008
Heritage Plaza Mortgage, Inc.; Hensley Properties, LLP; Starr Construction   September 2001 - December 2004
Silicon Laboratories, Inc.   April 2000 - September 2001
Offshore Digital Services, Inc.   May 1997 - April 2000

Skills
Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, Cash Flow, Cost Accounting, Forecasting, Financial Accounting, Business Planning, Financial Analysis, Tax, SAP, Sarbanes-Oxley Act, Budgets, Mergers & Acquisitions, Accounts Receivable, QuickBooks, Account Reconciliation, Strategic Financial..., US GAAP, Consolidation, ERP, Fixed Assets, Start-ups, Internal Audit, Process Improvement, Variance Analysis, Finance, Mergers, Audit, Budgeting, ERP Implementations, Project Management, IT Auditing, Internal Controls Over..., SOX 302/404, Technical Accounting, Pre-IPO - Post IPO, Execution of Business..., Business Plan..., COSO, COBIT, IFRS, Financial Modeling

Education
California Coast University   1993 — 1995
Ph.D, Management, Graduated GPA 3.9/4.0

California State University - Stanislaus   1986 — 1990
BSCS, Computer Science - In process

University of the Philippines   1973 — 1978
MBA, Business Administration - Graduated

Southwestern University (PH)   1969 — 1972
BSBA, ACCOUNTING - Graduated

Experience
Fortium Partners LP  September 2014 - Present
Information Systems Leadership of Oklahoma   August 2001 - Present
HIMSS Oklahoma Chapter   April 2009 - Present
eVantage21 Consulting Services   February 2005 - August 2014
AITP  1990 - 2012
Chickasaw Nations Industries  May 2011 - November 2011
Dell  August 2009 - August 2010
Tatum, LLC  September 2006 - January 2009
Integrated Medical Delivery  April 2001 - 2005
Sun Microsystems  November 1997 - February 2000

Skills
IT Strategy, Project Management, IT Operations Management, Disaster Recovery, Business Strategy, IT Management, ITIL, Business Intelligence, Process Improvement, Data Center, Management, Healthcare, Budgets, Operations Management, Strategy, IT Operations, Leadership, Team Building, Strategic Planning, Business Development, Professional Services, Program Management, Business Analysis, Solution Selling, E-commerce, Executive Management, Training, Software Documentation, Information Technology, Change Management, Project Planning, Security, Business Process..., Consulting, Cross-functional Team..., Enterprise Software, Enterprise Architecture, Integration, Databases, Vendor Management, Business Process, System Administration, Networking, SaaS, Cloud Computing, Sales Operations, Start-ups, Pre-sales, Management Consulting, Outsourcing

Education
University of Central Oklahoma - College of Business Administration   1996 — 2001
MBA, Business and Marketing, 4.0 - #1 ranking in class

DeVry Institute of Technology   1977 — 1980
BSEET, Electronic Engineering Technology

High school

Experience
Palladium IT Advisors   January 2010 - Present
MSS Technologies  April 2007 - November 2009
Tatum LLC   September 2002 - April 2007
Integrated Information Systems  2001 - 2002
Cambridge Technology Partners  1994 - 2001
John Hancock Financial Services  1987 - 1994

Skills
Recruiting, IT Strategy, Strategy, Management Consulting, Executive Coaching, Enterprise Software, Information Technology, Consulting, Leadership, Change Management, Management, IT Management, Business Transformation, Organizational..., Mergers & Acquisitions, PMO, Executive Management, Integration, Recruiting for Senior..., Project Management, Analysis, Networking, Business Development, Business Process, Cloud Computing, Project Planning, Divestitures, Vendor Management, Business Process..., CRM, Start-ups, Team Building, Project Portfolio..., SDLC, Supplier Evaluation, Business Analysis, Outsourcing, Business Intelligence, Governance, Process Improvement, Team Leadership, Cross-functional Team..., PMP, Professional Services, Coaching, SaaS, Vendor Selection

Education
Boston University
BA, Mathematics

University of Massachusetts, Amherst

Experience
Webster Wilkinson   July 2014 - Present
The Logistics Group  July 2011 - July 2014
Tatum LLC   May 2009 - August 2012
Aerostructures Acquisition LLC   January 2008 - January 2009
AdobeAir, Inc.   February 2006 - January 2008
Matthews Health Clinic   October 2003 - February 2006
Laird, Inc.   March 1997 - February 2006
McCoy-Ellison, Inc.   April 1990 - March 1997
Wingate University  1992 - 1997
Dexter Corporation  1981 - 1990

Skills
Employee Benefits, Treasury, Bankruptcy, Financial Analysis, Forecasting, Insurance, Private Equity, Restructuring, Managerial Finance, Due Diligence, Mergers, Acquisition Integration, Mergers & Acquisitions, Financial Reporting, Strategic Planning, Accounting, Finance, Strategy, Start-ups, Risk Management, Strategic Financial..., Process Improvement, Corporate Finance, Auditing, Cash Management, Leadership, Budgets, Management, Cost Accounting, Analysis, Cash Flow, Investments, ERP, Executive Management, Working Capital..., Portfolio Management, Banking, Financial Modeling, Acquisitions, Treasury Management, Divestitures, Business Planning, Venture Capital

Education
Syracuse University   1974 — 1976
MBA

Bates College   1970 — 1974
BA

Experience
TechPubs Inc.   2008 - Present
Colorado Altitude Training LLC   2006 - 2008
Integrated Airline Services  2003 - 2005
Grant Thornton LLP  2002 - 2004
Tatum LLC   2001 - 2002
Flight Options  2000 - 2001
Atlas Air  1998 - 2000
AirTran Airways  1994 - 1997
McDonnell Douglas Finance Corp   1983 - 1994

Skills
Mergers, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Program Management, Finance, Leadership, Private Equity, Due Diligence, Budgets, Management, Executive Management, Business Development, Business Strategy, Accounting, Strategic Planning, Consulting, Strategy, Human Resources, Solution Selling, Contract Negotiation, Change Management

Education
Denison University
Bachelor's degree, History and Economics

University of Wisconsin-Madison - School of Business
MBA, Marketing and International Business

Experience
W S Hurley Financial Consulting   2006 - Present
Energetiq Technology, Inc.   2006 - Present
IPG Photonics  2006 - Present
IPG Photonics  2008 - 2010
Tatum LLC   2002 - 2006
Applied Science and Technology ("ASTeX")   1999 - 2001
Cybex International  1996 - 1999
Bolt Beranek and Newman  February 1992 - April 1995
Wyman Gordon Ltd, Lincoln, UK   1972 - 1992
PricewaterhouseCoopers  1968 - 1972

Skills
Accounting, Semiconductors, Small Business, Start-ups, Finance, Mergers & Acquisitions, Management, IPO, Manufacturing, Business Development, Divestitures, Financial Analysis, Corporate Governance, Restructuring, Due Diligence, Internal Controls, Private Equity, Financial Modeling, SEC filings, Auditing, Leadership, Venture Capital, Acquisition Integration, Strategy, Executive Management, Acquisitions, US GAAP, Sarbanes-Oxley Act, Corporate Development, Business Valuation

Education
Columbia University - Columbia Business School   1966 — 1968
MBA, Finance

Boston College   1962 — 1966
B S, Accounting

Experience
TATUM LLC   April 2011 - Present
INTUIT  February 2012 - April 2012
ATS SYSTEMS  May 2009 - December 2010
LIMBACH COMPANY  October 2007 - October 2008
MAGNUS MOBILITY SYSTEMS, INC   March 2000 - July 2007
CONNOLLY PACIFIC   July 1999 - February 2000
TOYOTA RACING DEVELOPMENT INC   July 1998 - July 1999
JE PISTONS  May 1997 - July 1998
U.S. COAST GUARD   August 1976 - September 1996

Skills
Financial Management, Capital Markets, Construction, Lean Manufacturing, Job Costing, Information Management, SAP, Oracle, Timberline, JD Edwards, Mas 90, Inventory Management, Mergers, Acquisition Integration, Private Equity, German, Growth, Restructuring, Environmental Management, MS Project, Hyperion, Distribution, Contract Management, Asset Based Lending, Sarbanes Oxley, Epicor, Turnarounds, Heavy Construction, Subcontracting, Forecasting, Cost Control, Financial Modeling, Asset Management, Corporate Finance, Accounting, Financial Reporting, Financial Analysis, ERP, Budgeting, Strategic Planning, Negotiation, Due Diligence, Cost, Tax, Internal Controls, Analysis, Planning, Cash Flow, Process Improvement, Visual Basic

Education
Pepperdine University   1994 — 1997
Master of Business Administration (MBA) with honors, Finance

California State University-Long Beach   1999 — 2000
Graduate Accounting

Westmont College   1972 — 1976
Bachelor of Arts, with honors

Experience
Tatum LLC   President & CEOUnited Emergency ServicesSeptember 2000 - January 2006
Cadwallader & Associates   August 1994 - August 2000
Coastal Healthcare Group   June 1991 - July 1994
Montrose Capital   March 1985 - June 1991
Nationsbank  June 1974 - March 1985

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1972 — 1974
MBA, Finance & Marketing

Duke University   1965 — 1969
AB, Political Science

Experience
Kaolin Mushroom Farms, Inc.   May 2012 - Present
CFO Partners, LLC   July 2011 - Present
Penn Valley Group CFO Services LLC   January 2009 - July 2011
RoadSafe Holdings, Inc.   October 2007 - January 2008
Tatum LLC   April 2007 - October 2007
American Meter Company  October 2004 - October 2006
Henkels & McCoy, Inc.   April 1989 - October 2004
SEI Investments  July 1982 - April 1989
Ernst & Young, LLP   November 1979 - July 1982

Skills
Mergers, Tax, Strategy, Financial Analysis, Forecasting, Budgets, Enterprise Software, CPA, Auditing, Finance, Due Diligence, Internal Audit, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Strategic Planning, Cash Management, Cash Flow, Private Equity, Valuation, Analysis, Management, Cash Flow Forecasting, Insurance, Credit, Financial Services, Banking, Working Capital..., Restructuring, Divestitures, Executive Management, Sarbanes-Oxley Act, Acquisition Integration, Financial Modeling, Business Valuation, US GAAP, SEC filings, Strategic Financial..., Internal Controls, Cost Accounting, IPO, Business Planning, Revenue Recognition, Treasury Management, GAAP

Education
Villanova University School of Law   1984 — 1989
Masters, Taxation

Drexel University - LeBow College of Business   1976 — 1977
MBA, Financial Management

Ursinus College   1969 — 1973
BA, Economics

Experience
Teneo Holdings  May 2011 - Present
Tatum, LLC  June 2008 - May 2011
Live Gamer, Inc.   August 2007 - March 2008
MRU Holdings, Inc.   February 2005 - July 2007
Everyday Health  January 2004 - February 2005
CapitalThinking, Inc.   April 2003 - January 2004
NeoVision Hypersystems, Inc.   April 2001 - April 2003
Always-On, Inc.   August 2000 - April 2001
The Associated Press  August 1996 - August 2000
Knight-Ridder Financial, Inc.   August 1994 - August 1996

Skills
Financial Analysis, Mergers & Acquisitions, Finance, Start-ups, Accounting, Forecasting, Strategy, Mergers, Internal Controls, Financial Modeling, SEC filings, Management Consulting, Executive Management, Due Diligence, Private Equity, Business Planning, Cash Flow, Leadership, Managerial Finance, Cash Management, Auditing, Corporate Finance, Sarbanes-Oxley Act, Restructuring, Budgets, Accounts Payable, Process Improvement, GAAP, Compliance, Consolidation, Financial Reporting, US GAAP, Acquisition Integration, Entrepreneurship, Financial Services, Valuation

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1988 — 1989
MBA

Creighton University   1984 — 1988
BSBA

New Hampton (Iowa) High School   1984 — 1984

Experience
Experis  2010 - Present
Tatum LLC   2009 - 2010
Ernst and Young  1997 - 2009
The Coca-Cola Bottling Company of New York   1988 - 1997
Ernst & Whinney  1983 - 1988

Skills
Enterprise Risk..., Internal Controls, Internal Audit, Auditing, Corporate Governance, COSO, Due Diligence, Management Consulting, IT Audit, Risk Management, Business Process..., Risk Assessment, Accounting, Sarbanes-Oxley, Governance, Strategy, Change Management, Consulting, Financial Risk, Sarbanes-Oxley Act, Leadership, Management, Team Building

Education
Rutgers, The State University of New Jersey-Newark   1982 — 1983
MBA, Accounting

Dickinson College   1978 — 1982
BA, Economics

Experience
Century 21 Action Plus Realty  May 2010 - Present
BuyWithMe.com   October 2010 - June 2011
Tatum LLC   October 2006 - March 2010
Comverse  2006 - 2009
Practice Expert, Inc.   January 2005 - October 2006
PHYSICIAN INFORMATICS   January 2001 - January 2005
MEDPRO HEALTHCARE MANAGEMENT, LLC   January 1996 - January 2001
CRUM AND FORSTER CORPORATION   January 1989 - January 1996
Xerox  January 1988 - January 1989
MANHATTAN NATIONAL CORPORATION   January 1986 - January 1988

Skills
Sarbanes-Oxley Act, Mergers, Due Diligence, Management Consulting, Acquisition Integration, Restructuring, Internal Controls, SEC filings, Accounting, Mergers & Acquisitions, Corporate Finance, Start-ups, Tax, Strategy, Leadership, GAAP, Business Process..., Management, Finance, Executive Management, Corporate Development, Private Equity, Venture Capital, Analysis, Business Planning, Revenue Recognition, Strategic Planning, Corporate Governance, Financial Analysis, Budgets, Internal Audit, Financial Modeling, Sarbanes-Oxley, Financial Services, Entrepreneurship, Banking, Investments

Education
Fordham University   1961 — 1965
B.S, Accounting

Experience
MiraMed: A Global Services Company  September 2012 - Present
Tatum  2011 - October 2012
Emergency Medical Associates  2007 - June 2011
Tatum LLC   October 2005 - September 2007
MIIX Group   January 2001 - April 2005
Altila   1990 - 2000
Altila   1990 - 2000
Altila   1990 - 2000
Altila   1990 - 2000
Altila   1990 - 2000

Skills
Mergers, Business Process..., Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Auditing, Strategy, Mergers & Acquisitions, Healthcare, Finance, Start-ups, Leadership, Management, Executive Management, Analysis, Outsourcing, Portfolio Management, Private Equity, Business Intelligence, Competitive Analysis, Accounting, Investments, Management Consulting, Process Improvement, Banking

Education
Claremont Graduate University   1985 — 1987
MBA, Management

Experience
Arthritis Foundation  2013 - Present
Self Employed  March 2012 - Present
Classic Concepts Inc   January 2010 - March 2012
Tatum LLC   September 2006 - January 2010
Razor USA LLC  January 2002 - September 2006
JB  2000 - 2002
New Horizons CLC  1998 - 2000
Deloitte & Touche  September 1989 - May 1992

Skills
SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, GAAP, Acquisition Integration, IPO, Strategic Financial..., Strategic Planning

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2001 — 2006
MBA, Finance

California State University-Fullerton, Mihaylo College of Business and Economics   1987 — 1989
BA, Accounting

David Starr Jordan High School   1972 — 1976
high school, business

Experience
Platinum Resource Group  December 2011 - Present
Larry Ostrosky and Associates, CPAs   December 2009 - November 2011
Kinecta Federal Credit Union  2008 - July 2009
Tatum LLC   2008 - 2009
Ameriquest Mortgage Company  2003 - 2007
ACC Capital Holdings  2003 - 2007
Washington Mutual Bank  1996 - 2003

Skills
Accounts Payable, SEC filings, ERP, Coaching, Balanced Scorecard, Financial Analysis, Sarbanes-Oxley Act, Microsoft Office, Business Development, Activity Based Costing, EPM, Business Strategy, Forecasting, Strategy, Financial Modeling, Business Planning, Mergers & Acquisitions, Performance Management, Strategic Planning, Leadership, Process Improvement, Budgets, Enterprise Software, Business Intelligence, Finance, Cross-functional Team..., Management, Start-ups, Financial Reporting, Consolidation, Strategic Financial..., Executive Management, Human Resources, Due Diligence, Accounting, Recruiting, Analytics, Corporate Finance, Banking, Business Process..., Restructuring, Financial Accounting, Analysis, Financial Services, Change Management, Consulting, Acquisition Integration, Risk Management, Sales, Management Consulting

Education
California State University-Fullerton - College of Business and Economics   1977 — 1981
BS, Accounting

Experience
Tatum LLC   May 2008 - Present
Robbins Gioia  December 2006 - May 2008
EMM  1990 - 1996

Skills
Leadership, Strategy, Acquisition Integration, Financial Reporting, New Business Development, Management, Management Consulting, Mergers, Start-ups, Consulting, Strategic Planning, Finance, Business Strategy, Strategic Thinking, Team Building, Mergers & Acquisitions, Venture Capital, Due Diligence

Education
Clemson University   1978 — 1982
BS, Economics

Clemson University - College of Business and Behavioral Science   1978 — 1982
BS, Economics

Experience
Trinity Credit Services  November 2014 - Present
Artist/Entrepreneur   June 2014 - Present
3e McKinney   June 2010 - June 2014
Power Strategies, Inc   2006 - October 2010
Tatum LLC   November 2009 - May 2010
Haynes Landscape   2005 - 2006
Covenant Information Services, Inc.   2003 - 2005
Consulting Pros   1999 - 2003
Leadership Network  1998 - 2000
Interstate Batteries  January 1992 - November 1998

Skills
Non-profits, PowerPoint, Administration, Microsoft Office, Outlook, Windows, Excel, Word, Process Improvement, Administrative Support, Quickbooks, Accounting, Accounts Payable, Billing, Network Administration, Help Desk Support, SharePoint, Dreamweaver, FrontPage, Microsoft Word, Microsoft Excel, System Administration, Public Speaking, Nonprofits

Education
Training Camp   1998 — 2000
Microsoft Certification, MCSE

Taylor University College and Seminary   1971 — 1973
B.R.E. (Bachelor of Religious Education), Religion

Experience
Unique Stone Concepts, LLC   November 2010 - Present
Tatum LLC   2007 - 2009
Royal Vendors Inc  1987 - 2004
Coin Acceptors  1983 - 2004
Clayton Chamber of Commerce   1990 - 1996
Alvey Inc.  1979 - 1983
KPMG  1976 - 1979

Skills
Team Building, Financial Analysis, Leadership, Product Development, Entrepreneurship, Project Management, Negotiation, Mergers, Acquisition Integration, Executive Management, SEC filings, P&L Management, Budgets, Business Planning, Contract Negotiation, Business Strategy, Finance, Internal Controls, Mergers, Start-ups, Strategic Planning, Management Consulting, Management

Education
Fontbonne University   1992 — 1994
MBA, Accounting

University of Missouri-Saint Louis   1974 — 1976
BSBA, Accounting

Experience
Los Angeles County Sanitation Districts  2003 - Present
Tatum LLC   2000 - 2003
Nadeau Corporation   1999 - 2000
N&K CPA's Inc.   1995 - 1999

Skills
Internal Controls, Auditing, Internal Audit, Risk Assessment, Accounting, CPA, Financial Reporting, Enterprise Risk..., Microsoft Excel, Analysis, GAAP, General Ledger, Financial Accounting, Microsoft Office

Education
University of Southern California
BS

California State University-Los Angeles
MBA

Waseda University

Middlebury College

Experience
CVS Caremark Corporation  September 2013 - Present
The Triskelion Group LLC   March 2009 - August 2013
Computer Sciences Corporation (First Consulting Group acquisition)   July 2006 - February 2009
Tatum, LLC  October 2004 - July 2006
Independent Management Consultant  July 2001 - December 2004
Muze  April 2000 - June 2001
USI Administrators  February 1999 - April 2000
Advica Health Management   March 1997 - February 1999
M Tech Systems  February 1989 - March 1997
Infosys Group   February 1987 - February 1989

Skills
Healthcare, Program Management, Project Portfolio..., Health Plans, MS Project, Offshore Project..., Enterprise Software, ERP, VoIP, Technology..., Software Implementation, Strategic Leadership, Technical Leadership, Change Leadership, Medicare, Medicaid, Healthcare Information..., Healthcare Consulting, IT Strategy, Integration, Business Process..., PMO, Outsourcing, Strategy, Strategic Planning, Vendor Management, Business Analysis, CIO Advisory Services, CXO level engagement, C Level Management, P&L Accountability, Multi-cultural Team..., Off-shore Teams, Off-shore Project..., Agile & Waterfall..., QMACS, Medicare Advantage, Trizetto, Macess, Cactus, Amisys, Oracle ERP..., PeopleSoft, IT Controls, COBIT, QNXT, Health Policy, Change Management, Project Management, Project Planning

Education
College of Healthcare Information Management Executives   2000 — 2000
Certificate, Advanced Healthcare IT Strategies

IBM Advanced Business Institute   2000 — 2000
Certificate, Succeeding as a CIO

College of Healthcare Information Management Executives   1999 — 1999
Certificate, Healthcare Information Technologies and Architectures

Dowling College   1991 — 1991
Business Management

Grumman Data Systems Institute   1985 — 1985
Certificate, Diploma, Computer Programming

LIU Post   1981 — 1983
Computer Science

Experience
Exceptional Leaders International   March 2015 - Present
Tatum LLC   January 2003 - March 2015
Boston University  January 1997 - January 2007
Netscout Systems  January 2000 - January 2003
iDolls.com   January 1999 - January 2000
Watts Industries   June 1996 - January 1999
Bausch & Lomb  March 1990 - June 1996

Skills
Certified Project..., Change Management, Acquisition Integration, IT Strategy, Business Process, ERP, PMP, Integration, Program Management, IT Management, Management Consulting, Strategy, ITIL, Leadership, Business Process..., Management, Project Planning, Outsourcing, Governance, CRM, Project Management, Business Analysis, Vendor Management, Cloud Computing, Process Improvement, Information Technology, PMO, Strategic Planning, Start-ups, SaaS, Cross-functional Team..., Professional Services, Executive Management, Business Intelligence, Mergers & Acquisitions, SDLC, E-commerce, Business Transformation, Project Portfolio..., Enterprise Architecture, Enterprise Software, Business Process..., Training, Consulting, Software Project..., Business Strategy, Thought Leadership, Risk Management, Process Engineering, Analytics

Education
Boston University   1990 — 1994
M.S., Computer Science

Boston University   1990 — 1994

Experience
Facebook  August 2014 - Present
Nanigans  March 2011 - July 2014
Bentley University  September 2010 - May 2011
Avenue100   June 2010 - August 2010
Tatum LLC   March 2009 - July 2009

Skills
Facebook, Social Media Marketing, PowerPoint, Online Advertising, Digital Marketing, Data Analysis, Social Media Measurement, Social Media, Advertising, Web Design, Social Networking, Microsoft Excel, Video Editing, Microsoft Office, Content Strategy, Customer Acquisition, Ninja Skills, Core Java

Education
Bentley University   2007 — 2011
Bachelor of Science and Bachelor of Arts, Marketing, Computer Information Systems, Information Design and Corporate Communication

Experience
a-connect  February 2015 - Present
Tatum, a Randstad Company  August 2013 - December 2014
Tatum LLC   May 2011 - August 2013
a-connect  June 2010 - May 2011
Resources Global Professionals  2000 - June 2010
Resources Global Professionals  2007 - 2008
Ernst & Young  January 1996 - December 1998
Reliance National  1993 - 1995
Coopers & Lybrand  1991 - 1993
Merrill Lynch  1987 - 1989

Education
Columbia University - Columbia Business School   1989 — 1991
MBA, Finance

Experience
University of St. Augustine for Health Sciences  January 2015 - Present
Thunderbird School of Global Management  February 2011 - January 2015
Independent/Statera/UTI   October 2009 - February 2011
CEA Global Education  October 2008 - September 2009
Tatum, LLC  February 2006 - October 2008
Junior Achievement Worldwide  April 2000 - January 2004
ConsumerSuite, Inc.   December 1998 - January 2000
VisualOne Communications, Inc.   March 1998 - December 1998
MCI  August 1989 - March 1998
Blockbuster/Erol's Video   April 1984 - August 1989

Skills
IT Management, Strategy, Vendor Management, Strategic Partnerships, Program Management, Leadership, Business Process..., Nonprofits, Start-ups, CRM, Enterprise Software, Management, Management Consulting, Business Intelligence, Project Management, IT Strategy, Human Resources, Vendor Relationships, Contract Negotiation, Business Process, Cross-functional Team..., Higher Education, Strategic Planning, Consulting, Business Strategy, Change Management, Executive Management

Education
Colorado Technical University
Bachelor's Degree, Business Administation/Management, 4.0 GPA

Northern Virginia Community College
Associate's Degree, Computer Information Systems/DP, 3.0 GPA

Experience
Carl Marks  January 2013 - Present
PCA Aerospace Corporation   2013 - 2014
XRoads Solutions Group  October 2010 - December 2012
Tatum LLC   March 2000 - June 2010
TUI University  February 2008 - March 2010
River Ranch Fresh Foods  April 2006 - December 2006
National Diversified Sales  April 2003 - October 2004
Centis   September 2000 - July 2002
Consolidated Foundries   November 1995 - May 2000
PWS  1989 - 1993

Skills
Private Equity, Restructuring, Capital, Leveraged Finance, Mergers, Finance, Mergers & Acquisitions, Corporate Finance, Debt Restructuring, Due Diligence, Investments, Executive Management, Leadership, Strategy, Portfolio Management, Change Management, IPO, Managerial Finance, Accounting, Start-ups, Management, Business Strategy, Divestitures, Investment Banking, Turn Around Management, Venture Capital, Acquisition Integration, M&A experience, Financial Structuring, Private Placements, Strategic Financial..., Analysis, Program Management, Corporate Development, Cash Management, Financial Modeling

Education
Cornell University   1976 — 1978
MBA, Business Administration - Accounting and Finance

Loyola Marymount University   1972 — 1976
BA, English Literature

Loyola High School   1968 — 1972
High School Diploma

Experience
Mesa Community College  June 2011 - Present
Espis Vaccines, LLC   July 2007 - June 2011
Biodesign Institute at Arizona State University  March 2007 - September 2010
Tatum LLC   October 2006 - March 2007
Coe Newnes/ McGehee, LLC   September 2004 - February 2006
SPX Fluid Power  January 2003 - September 2004
Industrial Powder Coatings  June 2000 - January 2003
Parker Hannifin  February 1998 - December 1999
General Signal Corp.(merger with SPX Corporation, October 1998)   April 1995 - September 1997
Honeywell International  June 1980 - April 1995

Skills
Accounting, Strategic Planning, Forecasting, Budgets, Mergers, Business Planning, Financial Analysis, Managerial Finance, Financial Reporting, Process Improvement, Turn Around Management, Acquisition Integration, Program Management, Due Diligence, Leadership, Management, Start-ups, Finance, Executive Management, Mergers & Acquisitions, Business Process..., Internal Controls, Strategic Financial..., Cost Accounting, Strategy, Policy, Cash Flow, Project Planning, ERP, Manufacturing, Sarbanes-Oxley Act, Pricing, Cash Management, Auditing, Analysis, Management Consulting, Human Resources, Financial Modeling, Private Equity

Education
Arizona State University - W. P. Carey School of Business
MBA, Finance

University of Pittsburgh
BS, Accounting

Experience
Real Time Pain Relief (RTPR)   May 2011 - Present
LC Thomas, CPA   December 2008 - Present
Tatum LLC   January 2000 - January 2005

Skills
Small Business, Mergers, Start-ups, Budgets, Management, Marketing, Investments

Education
California University of Pennsylvania
MBA, Business Management

Robert Morris University
BSBA, Accounting/Business Management

Experience
Denver Works   2009 - Present
CO Attorney General's Office   March 2010 - February 2013
Tatum LLC   March 2007 - October 2009
Governor's Office, State of Colorado   February 2004 - March 2007
various companies  January 1999 - December 2003
HR Source, LLC   October 1996 - December 1998
Financial Executives International  1995 - 1996
Aspen Imaging   February 1985 - October 1994
Touche Ross  1978 - 1985

Skills
Financial Reporting, Acquisition Integration, Mergers & Acquisitions, Recruiting, Strategic Planning, Business Development, Finance, Internal Controls, Risk Management, Strategy, Leadership, Accounts Receivable, Accounting, Budgets, Integration, Mergers, Management, Auditing, Private Equity, Sarbanes-Oxley Act, Business Process..., ERP, SEC filings, Enterprise Risk..., Training

Education
Emporia State University   1974 — 1977
Bachelor of Science, Accounting

Experience
Pro Back Office  March 2014 - Present
SirsiDynix EOS LLC Successor to EOS International   October 2013 - January 2014
Electronic Online Systems International dba EOS International until October 31, 2013   February 2009 - October 2013
Amistar Corporation   April 1995 - May 2009
Tatum LLC   March 2008 - February 2009
Napa Valley Box Company   1990 - 1995

Skills
Financial Reporting, Accounting, Improving the bottom..., SEC filings, Auditing, Mergers & Acquisitions, Business Strategy, Executive Management, Finance, Financial Analysis, Forecasting, GAAP, Internal Controls, Management, Mergers, Restructuring, Due Diligence, Strategic Financial..., Budgets

Education
California State University-Bakersfield   1978 — 1980
BS, Business-Accounting

Foothill College   1977 — 1979
Under graduate, general ed, business

Experience
Cygnus Manufacturing Company LLC   2008 - August 2015
Tatum LLC   2004 - 2012
CL Fund   1999 - 2004
Red River BBQ & Grille   1995 - 1999
Allegheny Financial Group  1993 - 1995
SH Bell Company   1989 - 1993
HJ Heinz  1985 - 1989
Alcoa  1980 - 1985
Mellon Bank  1978 - 1980

Skills
Mergers, Venture Capital, Capital Raising, Cash Management, Entrepreneurship, Strategic Financial..., Problem Solving, Business Strategy, Start-ups, Private Equity, Due Diligence, Management Consulting, Forecasting, Valuation, Competitive Analysis, Mergers & Acquisitions, Finance, Financial Reporting, Strategy, Strategic Planning, Budgets, Analysis, Financial Planning

Education
Carnegie Mellon University - Tepper School of Business
MBA

Carnegie Mellon University
BS, Management Science

Emory University   2001 — 2001
Certificate, Venture Capital Institute

Experience
Jim Moran Institute for Global Entrepreneurship at Florida State University   August 2013 - Present
Newport Board Group  May 2011 - Present
4M Navigator   2009 - Present
Evolution Capital Partners   2011 - August 2013
Middle Tennessee State University  August 2010 - August 2013
Tatum LLC   1992 - February 2010
Archibald Enterprises - Homes and Lands Magazines   1987 - 1992

Skills
Accounting, Acquisition Integration, Budgets, Business Development, Business Planning, Business Process, Business Process..., Business Strategy, Change Management, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Executive Management, Finance, Financial Analysis, Financial Modeling, Governance, IPO, Investments, Leadership, Leadership Development, Management, Management Consulting, Marketing Strategy, Mentoring, Mergers, Mergers & Acquisitions, New Business Development, Organizational..., Private Equity, Process Improvement, Program Management, Public Speaking, Real Estate, Restructuring, Start-ups, Strategic Financial..., Strategic Leadership, Strategic Partnerships, Strategic Planning, Strategy, Successful Business..., Team Building, Thought Leadership, Time Management, Turn Around Management, Venture Capital

Education
Florida State University - College of Business   1975 — 1981
MBA, Accounting/Finance

Experience
Space Walk of Snellville   October 2011 - Present
Tatum  2009 - October 2012
Tatum, LLC  2001 - September 2011
ReMax Suburban Atlanta   1999 - 2000
E & P Periodontics   1997 - 1999
E & P Periodontics   1997 - 1999

Skills
PeopleSoft, Mergers, Executive Management, Strategic Planning, Accounting, ERP, Management, Business Development, Business Process..., Finance, Leadership, Process Improvement, Forecasting, Financial Analysis, Time Management, Start-ups, Management Consulting, Budgets, Email Marketing, Negotiation, Sales

Education
Dekalb Community College   1994 — 1996
Associate of Applied Science, Information & Office Technology

Experience
Tatum, LLC  2007 - Present
Prosodie Interactive  2004 - 2007
Crystal Springs Water Company/Division of DS Waters of America   1990 - 2004
Pannell Kerr Forster  1984 - 1990
Comare Corporation   1980 - 1984
Colgate-Palmolive Company  1977 - 1980
KPMG  1974 - 1977

Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Strategy, Leadership, Finance, SEC filings, Integration, Internal Controls, Acquisition Integration, Business Process..., Mergers & Acquisitions, SEC Filings

Education
Saint John's University - Peter J. Tobin College of Business   1976 — 1979
MBA

City University of New York-Baruch College - Zicklin School of Business   1970 — 1974
BBA, Accounting

Junior High School PS 172

Experience
McGladrey  July 2010 - Present
Tatum LLC   December 2007 - July 2010
Administaff  2004 - 2007
Vodium   2003 - 2005
SmartForce  2000 - 2002
ExecuTrain  August 1995 - February 1999
Baxter  1985 - 1994

Education
Campbell University   1987 — 1988
MBA, Business

University of Delaware   1977 — 1981
BSBA, Operations Management

Experience
F.B.GRETSCH, INC.   May 2009 - Present
Global Recycling Technologies, Ltd.   2010 - 2011
Tatum, LLC  June 2000 - May 2009
Southwest Storage & Distribution Company L.L.P.   November 2000 - March 2006
ON Semiconductor  May 2000 - October 2000
Futech Interactive Products, Inc./Janex International, Inc.   1997 - 2000
Vail Resorts  May 1996 - December 1996
Cable Systems International, Inc.   October 1995 - May 1996
General Dynamics  1992 - 1995
Citibank/Citicorp  June 1975 - January 1992

Skills
Mergers, Due Diligence, Investor Relations, Restructuring, Start-ups, Financial Modeling, Turn Around Management, Acquisition Integration, Strategic Planning, Financial Analysis, SEC filings, Business Strategy, Venture Capital, Executive Management, IPO, Business Planning, Private Equity, Management Consulting, Managerial Finance, Divestitures, Risk Management, Corporate Finance, Finance, Business Valuation, Management, Corporate Development, Strategy, Leadership, Banking, Valuation, Accounting, Acquisitions, Cash Management, Mergers & Acquisitions, International Business, Financial Structuring, M&A experience, Sarbanes-Oxley Act, Entrepreneurship, Strategic Financial..., Treasury Management, Cash Flow, Forecasting, Investment Banking, Internal Controls, Capital, Financial Reporting, Private Placements, Portfolio Management, Investments

Education
Columbia University - Columbia Business School   1967 — 1968
MBA, Production Systems, Cybernectics, Operations Research and Inventory Control

Georgetown University   1963 — 1967
AB, Economics

Cranwell Preparatory School   1958 — 1963
College Preparatory, A Catholic Jesuit Preparatory School

Experience
Coldwell Banker Real Estate  June 2013 - Present
Global Travel International  2007 - Present
Tatum LLC   1997 - Present
Financial Executives International  2000 - 2010
Breed Technologies  1999 - 2002
FreshPoint, Inc.   July 1987 - August 1997

Skills
Change Management, Mergers, Strategic Planning, Business Development, Financial Reporting

Education
Florida State University   1969 — 1972
BS, Business Administration

Rollins College - Crummer Graduate School of Business
Masters of Science in Mangement Accounting, Accounting

Experience
Rhode Island Turnpike & Bridge Authority   November 2010 - Present
Tatum LLC   August 2009 - November 2010
RI Turnpike and Bridge Authority   2010 - 2010
Tatum, LLC  July 2006 - May 2009
MA Water Pollution Abatement Trust   September 1999 - November 2005
South Essex Sewerage District   April 1994 - August 1999
The Boston Beer Company  February 1989 - February 1993
BJ's Wholesale Club  1988 - 1989
Grossman's  1985 - 1987
Morse Shoe  July 1984 - June 1985

Skills
Accounting, Auditing, Banking, Cash Management, Budgets, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Human Resources, Internal Audit, Internal Controls, Leadership, Management, Mergers, Payroll, Manufacturing, Project Planning, Restructuring, Strategic Planning, Treasury Management

Education
Bryant University   1982 — 1991
MBA, Finance

Wheaton College (MA)   1978 — 1982

Cranston High School West   1976 — 1978
College Prep

Experience
WithumSmith & Brown   February 2009 - Present
B. Leone Consulting   April 2008 - February 2009
Tatum, LLC  January 2005 - April 2008
Ernst & Young  June 1970 - January 2005

Skills
Transaction, Start-ups, Business Planning, Entrepreneurship, Mergers & Acquisitions, Financial Transactions, Executive Management, Due Diligence, Internal Controls, Corporate Finance, Tax, Finance, Accounting, Private Equity, Management, Business Valuation, Sarbanes-Oxley Act, Restructuring, Consulting, Financial Analysis, Management Consulting, Cash Flow, SEC filings, US GAAP, Forensic Accounting, GAAP, Corporate Tax, Auditing, Financial Reporting

Education
Dartmouth College - Tuck Executive Program

New York University - Leonard N. Stern School of Business   1967 — 1970
Bachelor of Science (BS), Accounting

Experience
Ambient Devices, Inc.   January 2008 - Present
Tatum LLC   September 2006 - January 2008
Victory Distributors, Inc.   September 2002 - November 2004

Education
Boston College   1973 — 1977
BS, Accounting

Experience
Exceptional Leaders International   March 2015 - Present
Synovia Solutions, Inc.   October 2012 - Present
Tatum, a Randstad company  November 2014 - March 2015
Everyday Solutions Inc.   November 2011 - October 2012
Avery Dennison  2010 - July 2011
Molecular Insight Pharmaceuticals, Inc   2007 - 2009
Tatum LLC   2006 - 2009
Brown Rudnick  2006 - 2006
GoldK  January 2003 - December 2005
Lincoln Energy Corporation   2000 - 2003

Skills
SEC reporting, Investor Relations, Mergers, SOX, Due Diligence, Financial Reporting, Acquisition Integration, Accounting, Restructuring, Business Strategy, Financial Modeling, Financial Analysis, Revenue Recognition, Venture Capital, Financial Management, Budgeting, Financial Planning, Corporate Finance, Forecasting, Compliance, Process Improvement, Business Planning, Internal Controls, P&L Management, Start-ups, Strategic Planning, Valuation, Variance Analysis, Team Building, IPO, Cost Reduction, Consumer Products, Strategy Development, Risk Management, International Business, Internal Audit, Business Process..., Biotechnology, E-commerce, Management Consulting, Divestitures, Contract Negotiations, Entrepreneurship, ERP, Medical Devices, Manufacturing, Cash Management, Cross-functional Team..., Cost Accounting, Working Capital...

Education
Columbia University - Columbia Business School   1975 — 1977
MBA, Finance & Marketing

The George Washington University   1967 — 1971
BS Electrical Engineering

Experience
RBA, Inc.   April 2011 - Present
Tatum LLC   October 2009 - April 2011
Bank of America  July 2008 - May 2009
Countrywide International Technology Holdings, Inc. (CITH)   December 2001 - May 2009
Countrywide Financial Corporation  December 2001 - July 2008
UK Valuations, Inc. (UKV)   December 2001 - June 2007
CUShopper Inc.   November 2000 - December 2001
NuSkin International (Parent to Phamanex)   December 1999 - December 2000
Pharmanex Inc. (Division of Nuskin International)   December 1997 - December 1999
National Data Network, Inc. (NDN)   December 1996 - December 1997

Skills
Financial Reporting, Strategic Planning, Business Planning, Treasury, International Business, Manufacturing, Financial Analysis, Financial Modeling, Accounting, Change Management, Contract Negotiation, Data Analysis, Forecasting, Hiring, Team Leadership, Audit Management, Internal Controls, Board Presentations, Mentoring, Outsourcing, Operations Management, Purchasing, Risk Management, Employee Relations, Problem Solving, Vendor Management, Performance Metrics, Talent Development, Reporting Design, Strategic Partnerships, Compliance, Payroll, Accounts Payable, Accounts Receivable, Cost Accounting, Banking Relationships, Collections, Inventory Management, Strategic Thinking, Cost Reduction, Business Turnaround, Profitability..., Increasing Profitability, Oral Communications, Written Presentations, Training & Development, Information System..., Internet Services, Strategic Financial..., Management Consulting

Education
California State University-San Bernardino
BA, Accounting and Finance

University of Redlands
MBA, Finance

Experience
Discover Financial Services  June 2015 - Present
Discover  April 2014 - June 2015
Discover Financial Services  October 2012 - April 2014
Discover Financial Services  May 2009 - October 2012
EXL Service  June 2011 - September 2012
Chicago Cares  September 2011 - December 2011
Outsource Partners International  May 2009 - June 2011
Accountable Search-Smart Resources   February 2009 - April 2009
H&R Block  December 2008 - March 2009
Tatum, LLC  March 2008 - November 2008

Skills
Client Liaison, Customer Service, Research, Analysis, Budget Reconciliation, Variance Analysis, Ad Hoc Reporting, Reports Analysis, Project Management, Offshore Management, Billing, Accounts Payable, General Ledger, ERP, QuickBooks, Great Plains Software

Education
Clark Atlanta University   2000 — 2004
Bachelors of Art, Finance

Experience
Tatum LLC   January 2007 - Present
Ernst & Young  December 1969 - December 1987

Education
Florida State University - College of Business   1966 — 1969
B.S., Accounting

Experience
Ice House America  April 2014 - Present
Ice House America  June 2011 - March 2014
Ideal  April 2008 - June 2011
Tomkins, PLC - Ideal Clamp Products, Inc.   April 2008 - June 2011
Tatum LLC   2004 - 2006
The Stanley Works  1987 - 1997

Skills
Restructuring, SEC filings, Acquisition Integration, Executive Management, Sarbanes-Oxley Act, Financial Modeling, Mergers, Financial Analysis, Managerial Finance, Financial Reporting, Cash Flow, Due Diligence, Forecasting, Strategic Financial..., Accounting, Internal Controls, Cost Accounting, Consolidation, GAAP, Strategy, Mergers & Acquisitions, Variance Analysis, Working Capital..., Financial Planning, Cash Management

Education
Trinity College-Hartford   1991 — 1994
MA, Economics

University of Hartford   1986 — 1989
MBA, Finance

Bryant College   1982 — 1985
BSBA, Accounting

Experience
Subsidium Healthcare  September 2011 - Present
Tatum LLC   January 2008 - September 2011
PinnacleCare  September 2003 - January 2008
First Consulting Group  January 1994 - July 2001
FCG  1993 - 2001
KPMG Advisory  October 1983 - December 1993

Skills
IT Strategy

Education
Columbia University - Columbia Business School   1976 — 1977
MBA, Finance, Marketing

The Johns Hopkins University   1971 — 1975
BA, Economics

Experience
Advantage Manufacturing Technologies, Inc.   November 2013 - Present
WDS  July 2010 - September 2013
Tatum LLC   April 2007 - April 2009
Zetec  2008 - 2008
Adak Fisheries   January 2006 - February 2007
Clipper Seafoods  January 2003 - December 2005
Applied Precision, Inc.   January 2001 - December 2002
Concrete Products, Inc.   January 1997 - December 2000
Baldor Electric Company – A Member of the ABB Group  January 1988 - December 1997

Skills
ERP, Manufacturing, Forecasting, Mergers, GAAP, Revenue Recognition, Financial Reporting, Budgets, Start-ups, Accounting, Financial Forecasting, Financial Accounting, Acquisition Integration, Strategic Planning, Sarbanes-Oxley Act, Mergers & Acquisitions, Managerial Finance, Finance, Accounts Receivable, Fixed Assets, Auditing, Accounts Payable

Education
City University of Seattle   1992 — 1996
MBA, Financial Management

University of Washington   1978 — 1980
BA, Economics

Experience
High Street Partners  October 2009 - May 2010
Tatum LLC   March 2008 - May 2009
Cristen McKnight   October 2005 - April 2008
MCCOWN DE LEEUW & COMPANY   March 1999 - April 2001
KOHLBERG KRAVIS ROBERTS & CO.   May 1995 - March 1999

Education
California Polytechnic State University-San Luis Obispo
BA, History

Experience
Tatum LLC   April 1997 - August 2009
Tatum CFO Partners  1997 - 2009
National Product Services  2005 - 2006
Halgo   2004 - 2005
Texas Premium Foods   1999 - 2005
Ennis Automotive   2001 - 2003
StyroChem International   1994 - 1997
Interphase  1985 - 1994

Skills
SEC filings, Acquisition Integration, Sarbanes-Oxley Act, GAAP, Internal Controls, Divestitures, IPO, Mergers & Acquisitions, Financial Reporting, SEC Filings, Due Diligence, Executive Management, Cash Management, Restructuring, Managerial Finance, Financial Analysis, Financial Modeling

Education
Dowling College   1978 — 1981
BBA, Accounting

Experience
Con-way Enterprise Services  May 2015 - Present
Con-way Freight  July 2014 - May 2015
Acumed  October 2012 - July 2014
CorSource Technology Group  August 2012 - September 2012
Nike  March 2011 - August 2012
Daimler Trucks North America  January 2010 - February 2011
Cornerstone Revolutions  October 2009 - January 2010
Tatum, LLC  September 2006 - June 2009
inCode Telecom Group  October 2002 - September 2006

Skills
SAP, Visio, Cognos, Business Analysis, Business Process, Lotus Notes, Business Process..., Access, Sarbanes-Oxley, EDI, PeopleSoft, Lawson General Ledger, SQL, Quality Center, Mercury ITG, BMC Remedy, Unix, Requirements Gathering

Education
University of Phoenix-San Diego Campus   2000 — 2002
BS, Business Administration and Management, General

Clackamas Community College   1996 — 1998
AA, Business Administration and Management, General

Experience
Apria Healthcare  November 2013 - Present
ZOLL Medical Corporation  March 2011 - November 2013
Crowe Horwath LLP  April 2010 - March 2011
Tatum LLC   September 2009 - April 2010
Apria Healthcare  March 1996 - September 2009
ECC Management Services   January 1995 - January 1996

Skills
SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Mergers, Accounting, Healthcare, Financial Reporting, Auditing, Financial Analysis, GAAP, Investor Relations, CPA, Internal Controls, Due Diligence, Revenue Cycle

Education
California University of Pennsylvania   1988 — 1992
Bachelor of Arts

Experience
Barry A. Blass Consulting   January 2014 - Present
Tatum  June 2010 - December 2013
Hachenberger Companies   January 2006 - February 2010
Tatum LLC   2000 - 2006

Skills
Financial Modeling, Team Leadership, Budgeting, Capital Markets, Financial Analysis, Mergers, Financial Reporting, Due Diligence, Accounting, Strategic Planning, Forecasting, Team Building, Business Planning, Process Improvement, Problem Solving, Planning, P&L Management, Budgets, Project Management, Leadership, Management, Mergers & Acquisitions, Restructuring, Business Process..., Start-ups, Strategy, Project Planning, Business Strategy, Venture Capital

Education
Florida State University   1972 — 1976
BS, Accounting

Florida State University   1972 — 1976
Bachelor of Science (BS), Accounting

Experience
Independent Consultant  June 2005 - Present
Hub Angels Investment Group LLC   December 2010 - Present
Corgenix Medical Corporation (CONX)   December 2012 - Present
Bay Club Members LLC   October 2006 - Present
Tatum LLC   May 2009 - August 2011
BDO Seidman, LLP (Currently BDO USA, LLP)   January 1985 - October 2003

Skills
Mergers & Acquisitions, Strategy, SEC filings, Business Development, Leadership, Consulting, Management, Executive Management, Mergers, Manufacturing, Practice Development, Mentoring, Financial Services, Business Strategy, Due Diligence, Finance, Acquisition Integration, Professional Services

Education
Bentley College   1979 — 1981
MST, Taxation

Bentley College   1969 — 1973
BS, Accounting

Harvard Business School
Executive Educational Program

Experience
Douglas A Willford, CPA   July 1995 - Present
Douglas A. Willford, CPA   January 2006 - June 2013
Tatum LLC   December 2006 - May 2010
AAFL Enterprises, LLC   January 2006 - June 2008
Life Skills Learning Center   June 1998 - May 2006
McHenry Metals Golf Corp.   June 1999 - April 2000
Microelectronic Packaging, Inc.   January 1996 - June 1999
Wismer*Martin, Inc.   December 1993 - December 1995
Integrated Health Systems  August 1992 - December 1993
Montgomery Ryland, Inc.   February 1987 - August 1992

Skills
Financial Reporting, Budgeting, Quickbooks, Accounting, Manufacturing, Budgets, Finance, Financial Modeling, Forecasting, QuickBooks, Start-ups, Management, Financial Analysis, Payroll, Strategic Planning, CPA, SEC Filings, Tax, Consolidation, Leadership, Customer Service, Microsoft Excel

Education
California State University-Fullerton   1975 — 1977
BA, Business Administration - Accounting

Experience
Heritage Capital Group  March 2011 - Present
University of North Florida, Banner Center   December 2010 - Present
Fourth Dimension LLC.   June 1997 - Present
Tatum LLC   October 2009 - December 2010
ACG North Florida   September 2008 - October 2010
Turnaround Management Association  2005 - 2008

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1985 — 1987
MBA, Finance

Duke University   1980 — 1984
BA, Economics

Experience
Shocase  January 2015 - Present
Newport Board Group  December 2012 - Present
The Co-Investment Partnership   April 2003 - Present
Fishers Island Ferry District   September 2012 - Present
MacArthur Energy   January 2009 - Present
Goss Trade Services   April 2007 - Present
Nviro Cleantech plc   January 2006 - January 2009
Tatum LLC   June 1999 - December 2005
Triton Energy  May 1993 - May 1999
JP Morgan  September 1970 - April 1993

Skills
IPO, Public Companies, Energy, Oil, High Growth Companies, Venture Capital, Start-ups, Mergers, Cleantech, Corporate Management, Mergers & Acquisitions, Management, Joint Ventures, Petroleum, Business Strategy, Investments, Private Equity, Directorship, Wireless Technology, Marine Transportation, Banking, Corporate Finance, eCommerce, Divestitures, Strategy, Corporate Development, Finance, Contract Management, Strategic Planning, Negotiation, Due Diligence, Program Management

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   1968 — 1970
BS, Industrial Engineering

Columbia College (NY)   1965 — 1969
BA, Liberal Arts and Sciences