Touche Ross
Industry: Company
DescriptionDeloitte Touche Tohmatsu Limited, commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals. CEO: Punit Renjen (1 Jun 2015–) Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Founder: William Welch Deloitte Headquarters: New York City, New York, United States, Tokyo, Japan, London Subsidiaries: Deloitte UK, Monitor Deloitte,
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Touche Ross Employees
Employee
Years
Job
Industry
Mike Ramberg Mike Ramberg's Touche Ross Experience June 1978 - August 1983
Job Senior Financial Consultant at E*TRADE Financial Corporation
Industry Utilities
Experience
E*TRADE Financial Corporation July 2015 - Present
AES August 2008 - June 2014
E*TRADE Financial January 2005 - August 2008
National Cooperative Bank October 2001 - December 2004
COMSYS December 1999 - September 2001
Freddie Mac January 1990 - December 1999
Republic Savings Bank July 1987 - December 1989
Sears Consumer Financial Corporation January 1986 - June 1987
Motorola September 1983 - December 1985
Touche Ross June 1978 - August 1983
Skills
Finance, Strategic Financial..., Auditing, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Corporate Finance, Forecasting, Accounts Payable, US GAAP, General Ledger, SEC Filings, Consolidation, Financial Statements, Financial Analysis
Education
Bradley University 1974 — 1978
Bachelor of Science (BS), Accounting
E*TRADE Financial Corporation July 2015 - Present
AES August 2008 - June 2014
E*TRADE Financial January 2005 - August 2008
National Cooperative Bank October 2001 - December 2004
COMSYS December 1999 - September 2001
Freddie Mac January 1990 - December 1999
Republic Savings Bank July 1987 - December 1989
Sears Consumer Financial Corporation January 1986 - June 1987
Motorola September 1983 - December 1985
Touche Ross June 1978 - August 1983
Skills
Finance, Strategic Financial..., Auditing, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Corporate Finance, Forecasting, Accounts Payable, US GAAP, General Ledger, SEC Filings, Consolidation, Financial Statements, Financial Analysis
Education
Bradley University 1974 — 1978
Bachelor of Science (BS), Accounting
Ellen Hickman Ellen Hickman's Touche Ross Experience 1980 - 1982
Job Retired
Industry Accounting
Experience
None July 2014 - Present
ParenteBeard LLC July 2008 - June 2014
Unisys Corp 1989 - 2007
Arthur Andersen 1987 - 1989
KMG Main Hurdman 1982 - 1987
Touche Ross 1980 - 1982
Skills
International Tax, Tax, Accounting, Financial Reporting, Corporate Tax, Auditing, Income Tax, GAAP, Small Business, US GAAP, CPA, Tax Preparation, Tax Accounting, SEC filings, Forensic Accounting, Financial Analysis, Internal Controls, Tax Advisory, Business Valuation, Partnership Taxation, Tax Research, Financial Accounting, Sarbanes-Oxley Act, Tax Returns, Mergers & Acquisitions, Due Diligence
Education
Pace University - Lubin School of Business 1980 — 1984
MS Taxation, Tax
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1976 — 1977
Bryn Mawr College 1972 — 1976
AB, Russian Studies
None July 2014 - Present
ParenteBeard LLC July 2008 - June 2014
Unisys Corp 1989 - 2007
Arthur Andersen 1987 - 1989
KMG Main Hurdman 1982 - 1987
Touche Ross 1980 - 1982
Skills
International Tax, Tax, Accounting, Financial Reporting, Corporate Tax, Auditing, Income Tax, GAAP, Small Business, US GAAP, CPA, Tax Preparation, Tax Accounting, SEC filings, Forensic Accounting, Financial Analysis, Internal Controls, Tax Advisory, Business Valuation, Partnership Taxation, Tax Research, Financial Accounting, Sarbanes-Oxley Act, Tax Returns, Mergers & Acquisitions, Due Diligence
Education
Pace University - Lubin School of Business 1980 — 1984
MS Taxation, Tax
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1976 — 1977
Bryn Mawr College 1972 — 1976
AB, Russian Studies
Joseph Parent Joseph Parent's Touche Ross Experience June 1963 - December 1975
Job Joseph H Parent Financial Consultant
Industry Accounting
Experience
Parent Financial Consultants July 2013 - Present
Marcum LLP February 2013 - May 2013
Parent, McLaughlin & Nangle, CPAs January 1976 - January 2013
Touche Ross June 1963 - December 1975
Skills
Financial Reporting, Corporate Tax, Tax Accounting, Tax, Auditing, Tax Research, Income Tax, Tax Preparation, Accounting, Mergers & Acquisitions, Strategic Planning, Business Strategy, Project Management, Financial Modeling, Management Consulting, Management, Financial Analysis, Mergers, Financial Accounting, QuickBooks, Internal Controls, Tax Returns, US GAAP
Education
Boston College - Carroll School of Management 1959 — 1963
Bachelor of Science (B.S.), Accounting
Parent Financial Consultants July 2013 - Present
Marcum LLP February 2013 - May 2013
Parent, McLaughlin & Nangle, CPAs January 1976 - January 2013
Touche Ross June 1963 - December 1975
Skills
Financial Reporting, Corporate Tax, Tax Accounting, Tax, Auditing, Tax Research, Income Tax, Tax Preparation, Accounting, Mergers & Acquisitions, Strategic Planning, Business Strategy, Project Management, Financial Modeling, Management Consulting, Management, Financial Analysis, Mergers, Financial Accounting, QuickBooks, Internal Controls, Tax Returns, US GAAP
Education
Boston College - Carroll School of Management 1959 — 1963
Bachelor of Science (B.S.), Accounting
Brad McGill's Touche Ross Experience 1984 - 1986
Job Executive Vice President at Jones Lang LaSalle
Industry Commercial Real Estate
Experience
Jones Lang LaSalle October 2003 - Present
Cabot Industrial Trust / RREEF 1998 - 2003
Leggat McCall Properties 1990 - 1998
Xerox Corporation 1986 - 1990
Touche Ross 1984 - 1986
Skills
Real Estate, Start-ups, Landlords, Portfolio Management, Tenant, Asset Management, Leases, Landlord, Due Diligence, Asset Managment
Education
Babson College 1980 — 1984
BS Business Management, Accounting and Finance
Jones Lang LaSalle October 2003 - Present
Cabot Industrial Trust / RREEF 1998 - 2003
Leggat McCall Properties 1990 - 1998
Xerox Corporation 1986 - 1990
Touche Ross 1984 - 1986
Skills
Real Estate, Start-ups, Landlords, Portfolio Management, Tenant, Asset Management, Leases, Landlord, Due Diligence, Asset Managment
Education
Babson College 1980 — 1984
BS Business Management, Accounting and Finance
Tony Bucher's Touche Ross Experience 1989 - 1989
Job Executive Recruiter
Industry Information Technology and Services
Experience
Diversified Global August 2012 - Present
I Search Worldwide LLC January 2012 - Present
Hitachi Solutions America, Ltd. August 2008 - November 2011
ICPA February 2004 - June 2008
Denalii Inc. (acquired by divine inc.) February 2000 - August 2002
NetGravity, Inc. December 1997 - February 2000
Nikkei BP America December 1995 - December 1997
Ricoh Co. Ltd. April 1995 - December 1995
Bridgestone April 1991 - March 1994
Touche Ross 1989 - 1989
Education
Columbia University - School of International and Public Affairs 1988 — 1990
MA, Political Economy, East Asian Studies
University of California, Berkeley 1982 — 1984
BA, History
Berkeley High School
Diversified Global August 2012 - Present
I Search Worldwide LLC January 2012 - Present
Hitachi Solutions America, Ltd. August 2008 - November 2011
ICPA February 2004 - June 2008
Denalii Inc. (acquired by divine inc.) February 2000 - August 2002
NetGravity, Inc. December 1997 - February 2000
Nikkei BP America December 1995 - December 1997
Ricoh Co. Ltd. April 1995 - December 1995
Bridgestone April 1991 - March 1994
Touche Ross 1989 - 1989
Education
Columbia University - School of International and Public Affairs 1988 — 1990
MA, Political Economy, East Asian Studies
University of California, Berkeley 1982 — 1984
BA, History
Berkeley High School
Gail M. Wardell, CPA Gail M. Wardell, CPA's Touche Ross Experience 1980 - 1984
Job CFO at Collins Electrical Company, Inc.
Industry Accounting
Experience
San Joaquin Delta College January 2014 - Present
Collins Electrical Company, Inc. February 1998 - Present
Triad Development Corp. May 1984 - May 1998
Touche Ross 1980 - 1984
Skills
Financial Reporting, Managerial Finance, GAAP, Internal Controls, Process Improvement, Finance, CPA, Cash Flow, Accounting, Budgets, General Ledger, Financial Accounting, Cash Management, Financial Analysis
Education
Golden Gate University 1983 — 1986
Master of Science (MS), Taxation
California State University-Sacramento 1979 — 1981
Bachelor of Science (BS), Business Administration w/Accounting Concentration
San Joaquin Delta College 1974 — 1976
Associate of Arts (AA), Business
San Joaquin Delta College January 2014 - Present
Collins Electrical Company, Inc. February 1998 - Present
Triad Development Corp. May 1984 - May 1998
Touche Ross 1980 - 1984
Skills
Financial Reporting, Managerial Finance, GAAP, Internal Controls, Process Improvement, Finance, CPA, Cash Flow, Accounting, Budgets, General Ledger, Financial Accounting, Cash Management, Financial Analysis
Education
Golden Gate University 1983 — 1986
Master of Science (MS), Taxation
California State University-Sacramento 1979 — 1981
Bachelor of Science (BS), Business Administration w/Accounting Concentration
San Joaquin Delta College 1974 — 1976
Associate of Arts (AA), Business
Mark Giandalia's Touche Ross Experience 1980 - 1983
Job Servant at IServe
Industry Accounting
Experience
IServe, LLC 2015 - Present
The Salvation Army 1996 - 2014
Farr Company 1992 - 1995
Couch & Philippi, Inc 1986 - 1992
American Medical International 1983 - 1986
Touche Ross 1980 - 1983
Berkus CompuSystems 1978 - 1980
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Management Accounting, Analytics, Common Sense, Simplicity, Passion for Helping..., Helping Others Succeed, Charity Work, Events Coordination, Accounts Payable, Analysis, Budgets, Internal Controls, Financial Statements, Management, Payroll, Public Speaking
Education
California State University-Long Beach 2004 — 2006
Masters in Business Administration, 3.5+ Overall Average
California State University-Long Beach 1977 — 1980
Bachelor's degree, Accounting
IServe, LLC 2015 - Present
The Salvation Army 1996 - 2014
Farr Company 1992 - 1995
Couch & Philippi, Inc 1986 - 1992
American Medical International 1983 - 1986
Touche Ross 1980 - 1983
Berkus CompuSystems 1978 - 1980
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Management Accounting, Analytics, Common Sense, Simplicity, Passion for Helping..., Helping Others Succeed, Charity Work, Events Coordination, Accounts Payable, Analysis, Budgets, Internal Controls, Financial Statements, Management, Payroll, Public Speaking
Education
California State University-Long Beach 2004 — 2006
Masters in Business Administration, 3.5+ Overall Average
California State University-Long Beach 1977 — 1980
Bachelor's degree, Accounting
Stephen Kurtz's Touche Ross Experience 1971 - 1978
Job CEO at MuscleSound®, LLC
Industry Sports
Experience
MuscleSound®, LLC April 2012 - Present
Kurtz Financial, LLC January 2007 - Present
CIBER 2008 - 2015
CIBER 2008 - 2015
CIBER 2008 - 2015
Mankwitz Kurtz Investments, LLC 2001 - 2012
Century Business Services, Inc. and Century Capital Group, Inc. 1997 - 2001
Shenkin Kurtz Baker & Co. 1978 - 1997
Touche Ross 1971 - 1978
Skills
Due Diligence, Strategic Planning, Mergers & Acquisitions, Mergers, Corporate Finance, Financial Analysis, Start-ups, Financial Modeling, Management, Financial Reporting, Business Strategy, Accounting, Financial Restructuring, Negotiation, Joint Ventures, Leveraged Buyouts, Corporate Tax Planning, Certified Public..., Developing and Managing..., Tax Planning, Business Development, Investments, Private Equity, Restructuring
Education
Babson College 1968 — 1972
BSBA, Accounting and Finance
Babson College
MuscleSound®, LLC April 2012 - Present
Kurtz Financial, LLC January 2007 - Present
CIBER 2008 - 2015
CIBER 2008 - 2015
CIBER 2008 - 2015
Mankwitz Kurtz Investments, LLC 2001 - 2012
Century Business Services, Inc. and Century Capital Group, Inc. 1997 - 2001
Shenkin Kurtz Baker & Co. 1978 - 1997
Touche Ross 1971 - 1978
Skills
Due Diligence, Strategic Planning, Mergers & Acquisitions, Mergers, Corporate Finance, Financial Analysis, Start-ups, Financial Modeling, Management, Financial Reporting, Business Strategy, Accounting, Financial Restructuring, Negotiation, Joint Ventures, Leveraged Buyouts, Corporate Tax Planning, Certified Public..., Developing and Managing..., Tax Planning, Business Development, Investments, Private Equity, Restructuring
Education
Babson College 1968 — 1972
BSBA, Accounting and Finance
Babson College
Fred Shaffer Fred Shaffer's Touche Ross Experience 1984 - 1986
Job Real Estate Investment and Development
Industry Real Estate
Experience
Saiko Investment Corp. June 2010 - Present
GTO Development 1998 - 2010
Ellington Capital Management / Titan Management 1995 - 1998
Kidder Peabody & Co. 1986 - 1995
Touche Ross 1984 - 1986
Skills
Investment Properties, REO, Real Estate Development, Property Management, Residential Homes, Short Sales, Real Estate Transactions, Foreclosures, Investors, Home, Disposition, Real Estate Economics, Entitlements, Selling, Real Estate Financing, Real Estate, Investments, Mergers & Acquisitions, Valuation
Education
New York University 1985 — 1989
Master of Business Administration (MBA), Accounting and Finance
Bucknell University
Bachelor's degree, Economics
Saiko Investment Corp. June 2010 - Present
GTO Development 1998 - 2010
Ellington Capital Management / Titan Management 1995 - 1998
Kidder Peabody & Co. 1986 - 1995
Touche Ross 1984 - 1986
Skills
Investment Properties, REO, Real Estate Development, Property Management, Residential Homes, Short Sales, Real Estate Transactions, Foreclosures, Investors, Home, Disposition, Real Estate Economics, Entitlements, Selling, Real Estate Financing, Real Estate, Investments, Mergers & Acquisitions, Valuation
Education
New York University 1985 — 1989
Master of Business Administration (MBA), Accounting and Finance
Bucknell University
Bachelor's degree, Economics
Rita Carter Rita Carter's Touche Ross Experience 1983 - 1988
Job Director Information Technology Vice President IT CIO Chief Information Officer
Industry Information Technology and Services
Experience
Diocese of Joliet - SMP 2004 - 2014
United Materials, Inc. 2001 - 2004
Universal CIO, Inc. 1999 - 2001
Symtec, Inc. 1995 - 1999
Symtec, Inc. 1993 - 1995
Carter Costigan & Associates, LLC 1988 - 1992
Touche Ross 1983 - 1988
Skills
IT Strategy, IT Management, Strategic Planning, IT Operations, Project Management, Consulting, Vendor Management, Cloud Computing, Cloud Applications, Disaster Recovery, VMware, VoIP, Windows Server, Microsoft Exchange, Active Directory, System Administration, Network Administration, Cisco Networking, Microsoft Office, Customer Service, User Experience, Management, Leadership, ERP
Education
Arizona State University
Bachelor's Degree, Accounting
Diocese of Joliet - SMP 2004 - 2014
United Materials, Inc. 2001 - 2004
Universal CIO, Inc. 1999 - 2001
Symtec, Inc. 1995 - 1999
Symtec, Inc. 1993 - 1995
Carter Costigan & Associates, LLC 1988 - 1992
Touche Ross 1983 - 1988
Skills
IT Strategy, IT Management, Strategic Planning, IT Operations, Project Management, Consulting, Vendor Management, Cloud Computing, Cloud Applications, Disaster Recovery, VMware, VoIP, Windows Server, Microsoft Exchange, Active Directory, System Administration, Network Administration, Cisco Networking, Microsoft Office, Customer Service, User Experience, Management, Leadership, ERP
Education
Arizona State University
Bachelor's Degree, Accounting
John Sakmar John Sakmar's Touche Ross Experience 1983 - 1989
Job CFO | Controller | General Manager CPA (inactive) with a strong background in Operations Management
Industry Accounting
Experience
Republic Services September 1994 - Present
Republic Services 2008 - 2012
Allied Waste 2006 - 2008
Allied Waste 2001 - 2006
Browning Ferris Industries (BFI) 1998 - 2001
Browning Ferris Industries (BFI) 1996 - 1998
Browning Ferris Industries (BFI) 1994 - 1996
Southwest Stainless 1989 - 1994
Touche Ross 1983 - 1989
Skills
Environmental Awareness, Sarbanes-Oxley, Strategic Planning, Cash Flow, Operations Management, Contract Negotiation, Consolidation, Microsoft Excel, Due Diligence, Contract Management, Cash Management, Financial Accounting, Transportation, Mergers, Fixed Assets, Cost Accounting, Accruals, Corporate Budgeting, P&L Forecasting, Mergers & Acquisitions, Cross-functional Team..., Customer Satisfaction, Leadership, Executive Management, Management, Risk Management, Solid Waste
Education
Auburn University 1979 — 1983
BSBA, Acccounting
Republic Services September 1994 - Present
Republic Services 2008 - 2012
Allied Waste 2006 - 2008
Allied Waste 2001 - 2006
Browning Ferris Industries (BFI) 1998 - 2001
Browning Ferris Industries (BFI) 1996 - 1998
Browning Ferris Industries (BFI) 1994 - 1996
Southwest Stainless 1989 - 1994
Touche Ross 1983 - 1989
Skills
Environmental Awareness, Sarbanes-Oxley, Strategic Planning, Cash Flow, Operations Management, Contract Negotiation, Consolidation, Microsoft Excel, Due Diligence, Contract Management, Cash Management, Financial Accounting, Transportation, Mergers, Fixed Assets, Cost Accounting, Accruals, Corporate Budgeting, P&L Forecasting, Mergers & Acquisitions, Cross-functional Team..., Customer Satisfaction, Leadership, Executive Management, Management, Risk Management, Solid Waste
Education
Auburn University 1979 — 1983
BSBA, Acccounting
Annette Wilde - Space Management for Real Estate's Touche Ross Experience January 1986 - June 1988
Job VP Sales & Customer Services
Industry Computer Software
Experience
Planimetron June 1993 - Present
Propidex Implementation at Brookfield 2008 - 2009
Citigroup 2006 - 2007
BCED Development (now Brookfield) April 1991 - June 1993
IBM June 1988 - July 1991
Touche Ross January 1986 - June 1988
Skills
Languages, French, Budget, Asset Managment, Analysis, Commercial Real Estate, Corporate Real Estate, Strategic Planning, Project Management, Business Strategy, New Business Development, Program Management, Contract Negotiation, Business Intelligence, Budgets, Real Estate, Management, Management Consulting, SaaS, Strategy, Training, Property Management, Account Management, CRM, Business Analysis, Asset Management, Solution Selling, Cloud Computing, Salesforce.com, Change Management, Business Development, Enterprise Software, Start-ups, Marketing, Sales, Professional Services, Finance, Consulting
Education
Concordia University 1980 — 1982
MBA
Queen's University 1977 — 1980
BA
Planimetron June 1993 - Present
Propidex Implementation at Brookfield 2008 - 2009
Citigroup 2006 - 2007
BCED Development (now Brookfield) April 1991 - June 1993
IBM June 1988 - July 1991
Touche Ross January 1986 - June 1988
Skills
Languages, French, Budget, Asset Managment, Analysis, Commercial Real Estate, Corporate Real Estate, Strategic Planning, Project Management, Business Strategy, New Business Development, Program Management, Contract Negotiation, Business Intelligence, Budgets, Real Estate, Management, Management Consulting, SaaS, Strategy, Training, Property Management, Account Management, CRM, Business Analysis, Asset Management, Solution Selling, Cloud Computing, Salesforce.com, Change Management, Business Development, Enterprise Software, Start-ups, Marketing, Sales, Professional Services, Finance, Consulting
Education
Concordia University 1980 — 1982
MBA
Queen's University 1977 — 1980
BA
Christine Remedios Christine Remedios's Touche Ross Experience 1974 - 1983
Job French Teacher at Fremont Unified School District
Industry Education Management
Experience
Fremont Unified School District January 2002 - Present
ROLM Corporation 1983 - 1990
Touche Ross 1974 - 1983
Skills
Tutoring, Teacher Training, Curriculum Design, ESL, Teaching, E-Learning, Higher Education, Secondary Education, Lesson Planning, K-12, Classroom, Differentiated..., Classroom Management
Education
California State University-East Bay
Bachelor of Science (BS), Business Administration and Management, General
San Jose State University
Teacher Education and Professional Development, Specific Subject Areas
Fremont Unified School District January 2002 - Present
ROLM Corporation 1983 - 1990
Touche Ross 1974 - 1983
Skills
Tutoring, Teacher Training, Curriculum Design, ESL, Teaching, E-Learning, Higher Education, Secondary Education, Lesson Planning, K-12, Classroom, Differentiated..., Classroom Management
Education
California State University-East Bay
Bachelor of Science (BS), Business Administration and Management, General
San Jose State University
Teacher Education and Professional Development, Specific Subject Areas
Todd Dannenfelser Todd Dannenfelser's Touche Ross Experience 1983 - 1990
Job Partner at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP June 1992 - Present
Deloitte 1983 - Present
Deloitte & Touche Tax Technologies 1996 - 2006
Touche Ross 1983 - 1990
Skills
Corporate Tax, Tax Accounting, Tax, Income Tax, Internal Controls, Big 4, SharePoint, Enterprise Portals, Technology Integration, Long-term Customer..., Management Development, Staff Relations, Problem Solving, FIN 48, Tax Advisory, Mentoring, Transfer Pricing, Mentoring Of Staff, Process Improvement, Tax Research, Team Synergy, VAT, GAAP, Sarbanes-Oxley Act, Tax Returns, Sales Tax, Sarbanes-Oxley, IFRS, Tax Preparation, Use Tax, International Tax
Education
Villanova University 2010 — 2010
Certificate, Project Mgmt
Bentley University 1981 — 1982
MST, Taxation
University of Wisconsin-Madison - School of Business 1976 — 1980
BBA, Accounting
Deloitte Tax LLP June 1992 - Present
Deloitte 1983 - Present
Deloitte & Touche Tax Technologies 1996 - 2006
Touche Ross 1983 - 1990
Skills
Corporate Tax, Tax Accounting, Tax, Income Tax, Internal Controls, Big 4, SharePoint, Enterprise Portals, Technology Integration, Long-term Customer..., Management Development, Staff Relations, Problem Solving, FIN 48, Tax Advisory, Mentoring, Transfer Pricing, Mentoring Of Staff, Process Improvement, Tax Research, Team Synergy, VAT, GAAP, Sarbanes-Oxley Act, Tax Returns, Sales Tax, Sarbanes-Oxley, IFRS, Tax Preparation, Use Tax, International Tax
Education
Villanova University 2010 — 2010
Certificate, Project Mgmt
Bentley University 1981 — 1982
MST, Taxation
University of Wisconsin-Madison - School of Business 1976 — 1980
BBA, Accounting
Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC's Touche Ross Experience 1987 - 1989
Job Director, Wealth Management, Richardson GMP Limited, Focused on Tax Efficient Retirement Income & Wealth Transfer
Industry Financial Services
Experience
Richardson GMP Limited December 2006 - Present
CIBC Wood Gundy 2002 - 2006
Merrill Lynch 2000 - 2002
Midland Walwyn 1998 - 1999
Deloitte Canada 1990 - 1997
Touche Ross 1987 - 1989
Skills
Wealth Management, ETFs, Investment Strategies, Investment Advisory, Investments, Tax, High Net Worth..., Estate Planning, Asset Allocation, Mutual Funds, Financial Services, Tax Efficient Income..., Investor Education, Estate and Legacy..., Retirement Planning, Entrepreneurial..., Life Insurance, Critical Illness..., Long Term Care Insurance, Group Benefits Plans, Wealth, Securities, Investment Management, Wealth Management..., Insurance, Financial Advisory, Finance, Portfolio Management, Strategic Financial..., Equities, Critical Illness, Investment Education, Asset Management, Alternative Investments, Retirement, Financial Planners, Hedge Funds, Options, Wealth Accumulation, Fixed Income, Bonds, Trading, Financial Markets, Derivatives, Risk Management, Capital Markets, Private Equity, Series 7, Financial Modeling, Relationship Management
Education
Carleton University 1983 — 1986
Bachelor of Commerce (BCom), Honors, Finance and Accounting
Cornwall Collegiate & Vocational School (CCVS) 1979 — 1983
Richardson GMP Limited December 2006 - Present
CIBC Wood Gundy 2002 - 2006
Merrill Lynch 2000 - 2002
Midland Walwyn 1998 - 1999
Deloitte Canada 1990 - 1997
Touche Ross 1987 - 1989
Skills
Wealth Management, ETFs, Investment Strategies, Investment Advisory, Investments, Tax, High Net Worth..., Estate Planning, Asset Allocation, Mutual Funds, Financial Services, Tax Efficient Income..., Investor Education, Estate and Legacy..., Retirement Planning, Entrepreneurial..., Life Insurance, Critical Illness..., Long Term Care Insurance, Group Benefits Plans, Wealth, Securities, Investment Management, Wealth Management..., Insurance, Financial Advisory, Finance, Portfolio Management, Strategic Financial..., Equities, Critical Illness, Investment Education, Asset Management, Alternative Investments, Retirement, Financial Planners, Hedge Funds, Options, Wealth Accumulation, Fixed Income, Bonds, Trading, Financial Markets, Derivatives, Risk Management, Capital Markets, Private Equity, Series 7, Financial Modeling, Relationship Management
Education
Carleton University 1983 — 1986
Bachelor of Commerce (BCom), Honors, Finance and Accounting
Cornwall Collegiate & Vocational School (CCVS) 1979 — 1983
Tim Walter Tim Walter's Touche Ross Experience 1983 - 1984
Job CEO at Ziff Properties, Inc.
Industry Real Estate
Experience
Charleston Moves 2011 - Present
Ziff Properties, Inc. June 1992 - Present
Lower East Redevelopment 1983 - 1987
Touche Ross 1983 - 1984
Skills
Real Estate Economics, Real Estate Transactions, Real Estate Development, Property Management, Location Intelligence, Leases, Strategic Planning, Shopping Centers, Real Estate, Contract Negotiation, Corporate Real Estate, Disposition, Commercial Real Estate, Brokerage, Investment Properties
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1988 — 1989
MSRED, Real Estate Development
Indiana University - Kelley School of Business 1980 — 1983
BS, Finance, Accounting
Charleston Moves 2011 - Present
Ziff Properties, Inc. June 1992 - Present
Lower East Redevelopment 1983 - 1987
Touche Ross 1983 - 1984
Skills
Real Estate Economics, Real Estate Transactions, Real Estate Development, Property Management, Location Intelligence, Leases, Strategic Planning, Shopping Centers, Real Estate, Contract Negotiation, Corporate Real Estate, Disposition, Commercial Real Estate, Brokerage, Investment Properties
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1988 — 1989
MSRED, Real Estate Development
Indiana University - Kelley School of Business 1980 — 1983
BS, Finance, Accounting
J. Andrew Weidman J. Andrew Weidman's Touche Ross Experience September 1978 - December 1984
Job Partner at Reinsel Kuntz Lesher LLP
Industry Accounting
Experience
Reinsel Kuntz Lesher LLP January 1992 - Present
Ernst & Young December 1989 - January 1992
Touche Ross September 1978 - December 1984
Skills
Corporate Tax, Income Tax, Tax, Mergers, Partnership/LLC tax
Education
Colorado State University 1981 — 1982
MS, Tax
Penn State University 1975 — 1978
BS, Accounting
Bucknell University
Reinsel Kuntz Lesher LLP January 1992 - Present
Ernst & Young December 1989 - January 1992
Touche Ross September 1978 - December 1984
Skills
Corporate Tax, Income Tax, Tax, Mergers, Partnership/LLC tax
Education
Colorado State University 1981 — 1982
MS, Tax
Penn State University 1975 — 1978
BS, Accounting
Bucknell University
Paul Reisman Paul Reisman's Touche Ross Experience 1976 - 1981
Job Strategic Executive Advisor and Coach
Industry Executive Office
Experience
People Solutions Inc February 1990 - Present
Global BlackSwan January 2015 - Present
CEDEC (Community Economic Development and Employability Corporation) 2012 - Present
Dyslexiability January 2011 - Present
Knightsbridge Human Capital Solutions December 2009 - December 2014
CARP Montreal Metro-West Chapter July 2010 - October 2012
DBM Canada Corp 1986 - 1990
The Cooper Group 1980 - 1986
Touche Ross 1976 - 1981
Nortel 1970 - 1974
Skills
Talent Management, Change Management, HR Strategy, Executive Coaching, Mergers, Human Capital Management, 360 Feedback, Conflict Management, Stress Management, Retirement Planning, Leadership Development, Succession Planning, Organizational..., Performance Management, Employee Engagement, Organizational..., Coaching, Performance Improvement, Career Management, Strategic Planning, Team Building, Talent Development, Management Consulting, Onboarding, Due Diligence, Stress and Burnout..., Training, Leadership, Management, Career Counseling, Human Resources, Workshop Facilitation, Organizational Design, Executive Development, Workforce Planning, HR Consulting, MBTI, Talent Acquisition, Management Development, Culture Change, Emotional Intelligence, Strategy, Career Development, Interviews, Public Speaking, Training Delivery, Workshops, Mergers & Acquisitions
Education
Concordia University 1965 — 1969
BA
People Solutions Inc February 1990 - Present
Global BlackSwan January 2015 - Present
CEDEC (Community Economic Development and Employability Corporation) 2012 - Present
Dyslexiability January 2011 - Present
Knightsbridge Human Capital Solutions December 2009 - December 2014
CARP Montreal Metro-West Chapter July 2010 - October 2012
DBM Canada Corp 1986 - 1990
The Cooper Group 1980 - 1986
Touche Ross 1976 - 1981
Nortel 1970 - 1974
Skills
Talent Management, Change Management, HR Strategy, Executive Coaching, Mergers, Human Capital Management, 360 Feedback, Conflict Management, Stress Management, Retirement Planning, Leadership Development, Succession Planning, Organizational..., Performance Management, Employee Engagement, Organizational..., Coaching, Performance Improvement, Career Management, Strategic Planning, Team Building, Talent Development, Management Consulting, Onboarding, Due Diligence, Stress and Burnout..., Training, Leadership, Management, Career Counseling, Human Resources, Workshop Facilitation, Organizational Design, Executive Development, Workforce Planning, HR Consulting, MBTI, Talent Acquisition, Management Development, Culture Change, Emotional Intelligence, Strategy, Career Development, Interviews, Public Speaking, Training Delivery, Workshops, Mergers & Acquisitions
Education
Concordia University 1965 — 1969
BA
Sandy Dayton Sandy Dayton's Touche Ross Experience May 1983 - May 1986
Job Director of Finance at Justice Research and Statistics Association
Industry Nonprofit Organization Management
Experience
Justice Research and Statistics Association October 2014 - Present
Alliance for Academic Internal Medicine December 2013 - October 2014
Justice Research and Statistics Association June 1998 - November 2013
American Traffic Safety Services Association (ATSSA) August 1997 - June 1998
Justice Research and Statistics Association August 1993 - August 1997
Bridgeway Center, Inc. October 1991 - August 1993
County of Stafford, Virginia January 1990 - May 1991
Self Employed June 1986 - November 1987
Touche Ross May 1983 - May 1986
Skills
Financial Reporting, Nonprofits, Budget Forecasts, Grants Management, Financial Audits, Grant Writing, Federal Grants..., Strategic Planning, Grants, Accounting, Auditing, Finance
Education
California State University-Fullerton 1980 — 1983
BBA, Accounting Concentration
Justice Research and Statistics Association October 2014 - Present
Alliance for Academic Internal Medicine December 2013 - October 2014
Justice Research and Statistics Association June 1998 - November 2013
American Traffic Safety Services Association (ATSSA) August 1997 - June 1998
Justice Research and Statistics Association August 1993 - August 1997
Bridgeway Center, Inc. October 1991 - August 1993
County of Stafford, Virginia January 1990 - May 1991
Self Employed June 1986 - November 1987
Touche Ross May 1983 - May 1986
Skills
Financial Reporting, Nonprofits, Budget Forecasts, Grants Management, Financial Audits, Grant Writing, Federal Grants..., Strategic Planning, Grants, Accounting, Auditing, Finance
Education
California State University-Fullerton 1980 — 1983
BBA, Accounting Concentration
Bruce Bengtson FSA, MAAA Bruce Bengtson FSA, MAAA's Touche Ross Experience 1980 - 1985
Job Actuarial Executive, Corporate & Retail Product Design, Implementation, Financial Reporting & Analysis
Industry Insurance
Experience
Midwest Actuarial Advisors LLC July 2013 - Present
Symetra 2008 - March 2013
Clark Consulting 2001 - 2008
LifeUSA 1996 - 2000
Life USA 1994 - 1996
Fortis Financial 1991 - 1993
Deloitte 1985 - 1991
Touche Ross 1980 - 1985
Minnesota Mutual Life 1971 - 1980
Skills
Insurance, Universal Life, Variable Annuities, Life Insurance, Actuarial Science, COLI, BOLI, Product Development, Competitive Analysis, Financial Reporting, Financial Analysis, Personnel Management, Variable Life, Carrier Selection, Profitability..., mortality and..., Analysis, Mergers & Acquisitions, Financial Risk, Reinsurance, Fixed Annuities, Employee Benefits, Health Insurance, Finance, Risk Management, Management, Retirement
Education
Augsburg College
Bachelor of Arts (B.A.), Mathematics and Physics
Midwest Actuarial Advisors LLC July 2013 - Present
Symetra 2008 - March 2013
Clark Consulting 2001 - 2008
LifeUSA 1996 - 2000
Life USA 1994 - 1996
Fortis Financial 1991 - 1993
Deloitte 1985 - 1991
Touche Ross 1980 - 1985
Minnesota Mutual Life 1971 - 1980
Skills
Insurance, Universal Life, Variable Annuities, Life Insurance, Actuarial Science, COLI, BOLI, Product Development, Competitive Analysis, Financial Reporting, Financial Analysis, Personnel Management, Variable Life, Carrier Selection, Profitability..., mortality and..., Analysis, Mergers & Acquisitions, Financial Risk, Reinsurance, Fixed Annuities, Employee Benefits, Health Insurance, Finance, Risk Management, Management, Retirement
Education
Augsburg College
Bachelor of Arts (B.A.), Mathematics and Physics
Richard Gevis Richard Gevis's Touche Ross Experience July 1986 - December 1989
Job Director at Deloitte
Industry Accounting
Experience
Deloitte & Touche November 2011 - Present
Deloitte & Touche LLP June 2000 - November 2011
Deloitte & Touche September 1991 - June 2000
Deloitte & Touche December 1989 - September 1991
Touche Ross July 1986 - December 1989
Skills
SEC filings, Accounting, External Audit, Internal Controls, Internal Audit, Information Technology, Enterprise Risk..., GAAP, IFRS, US GAAP, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, CPA, Sarbanes-Oxley, IT Audit, SAS70, CISA, Big 4, COSO, Assurance, Financial Reporting, Consolidation, Financial Audits, SEC Filings
Education
Bradley University 1982 — 1986
BS, Accounting, 1986
Hinsdale Central High School, Hinsdale, IL 1978 — 1982
Deloitte & Touche November 2011 - Present
Deloitte & Touche LLP June 2000 - November 2011
Deloitte & Touche September 1991 - June 2000
Deloitte & Touche December 1989 - September 1991
Touche Ross July 1986 - December 1989
Skills
SEC filings, Accounting, External Audit, Internal Controls, Internal Audit, Information Technology, Enterprise Risk..., GAAP, IFRS, US GAAP, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, CPA, Sarbanes-Oxley, IT Audit, SAS70, CISA, Big 4, COSO, Assurance, Financial Reporting, Consolidation, Financial Audits, SEC Filings
Education
Bradley University 1982 — 1986
BS, Accounting, 1986
Hinsdale Central High School, Hinsdale, IL 1978 — 1982
Toni Leadingham Toni Leadingham's Touche Ross Experience 1980 - 1981
Job Owner, Toni Leadingham, CPA
Industry Accounting
Experience
Toni Leadingham, CPA 1991 - Present
West, Johnston, Turnquist & Schmitt Accountancy Corp. 1981 - 1988
Touche Ross 1980 - 1981
Skills
Accounting, Tax Planning, Tax Preparation, Bookkeeping, IRS Representation, Tax Returns
Education
California State University-Northridge
Bachelor of Science - Accounting
Toni Leadingham, CPA 1991 - Present
West, Johnston, Turnquist & Schmitt Accountancy Corp. 1981 - 1988
Touche Ross 1980 - 1981
Skills
Accounting, Tax Planning, Tax Preparation, Bookkeeping, IRS Representation, Tax Returns
Education
California State University-Northridge
Bachelor of Science - Accounting
Ron Rishwain Ron Rishwain's Touche Ross Experience 1983 - 1988
Job CPA at Ron G. Rishwain, CPA
Industry Accounting
Experience
Ron G. Rishwain, CPA October 1998 - Present
Iacopi, Lenz & Company 1988 - 1998
Touche Ross 1983 - 1988
Education
California State University-Sacramento 1978 — 1982
BS, Accounting
Ron G. Rishwain, CPA October 1998 - Present
Iacopi, Lenz & Company 1988 - 1998
Touche Ross 1983 - 1988
Education
California State University-Sacramento 1978 — 1982
BS, Accounting
Sharon Neal Sharon Neal's Touche Ross Experience February 1981 - September 1985
Job I.T. Database Specialist and Advancement Assistant at V.J. Skutt Catholic High School
Industry Insurance
Experience
V.J. Skutt Catholic High School June 2013 - Present
Serra Club of Omaha July 2010 - June 2013
Central States Health & Life Co. of Omaha July 1988 - May 2013
Hancock & Dana September 1985 - July 1988
Touche Ross February 1981 - September 1985
Skills
Insurance, Underwriting, Risk Management, Health Insurance, Process Improvement, Strategic Planning, Customer Service, Planning Budgeting &..., Finance, Accounting, Business Development, Analysis, Human Resources, Leadership, Catholicism, Management, Team Building, Public Speaking
Education
Bellevue University 2008 — 2009
B.S., Managament, 4.0
NE College of Business 1979 — 1981
A.A., Accounting
Norfolk Catholic High School
V.J. Skutt Catholic High School June 2013 - Present
Serra Club of Omaha July 2010 - June 2013
Central States Health & Life Co. of Omaha July 1988 - May 2013
Hancock & Dana September 1985 - July 1988
Touche Ross February 1981 - September 1985
Skills
Insurance, Underwriting, Risk Management, Health Insurance, Process Improvement, Strategic Planning, Customer Service, Planning Budgeting &..., Finance, Accounting, Business Development, Analysis, Human Resources, Leadership, Catholicism, Management, Team Building, Public Speaking
Education
Bellevue University 2008 — 2009
B.S., Managament, 4.0
NE College of Business 1979 — 1981
A.A., Accounting
Norfolk Catholic High School
Teri Eastman Teri Eastman's Touche Ross Experience 1986 - 1988
Job Research Analyst at CoStar Group
Industry Information Technology and Services
Experience
CoStar Group October 1991 - Present
Jamison Research October 1991 - January 1999
Touche Ross 1986 - 1988
Education
California State University-Long Beach 1976 — 1979
Business Administration
CoStar Group October 1991 - Present
Jamison Research October 1991 - January 1999
Touche Ross 1986 - 1988
Education
California State University-Long Beach 1976 — 1979
Business Administration
Richard Zerah Richard Zerah's Touche Ross Experience September 1979 - May 1983
Job President of Zerah & Company CPA's PC
Industry Accounting
Experience
Princor Financial Services Corporation November 2009 - Present
Zerah & Company CPA's PC May 1983 - Present
Raymond James Financial January 1995 - November 2009
Touche Ross September 1979 - May 1983
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Certified Financial..., Personal Financial..., Personal Finance, Small Business, Tax, Mutual Funds, Accounting, Equities, Mergers, CPA, Equity Trading, Budgets, Executive Management
Education
University at Albany, SUNY 1978 — 1979
BS, Accounting
State University of New York at Binghamton 1976 — 1977
Accounting
Princor Financial Services Corporation November 2009 - Present
Zerah & Company CPA's PC May 1983 - Present
Raymond James Financial January 1995 - November 2009
Touche Ross September 1979 - May 1983
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Certified Financial..., Personal Financial..., Personal Finance, Small Business, Tax, Mutual Funds, Accounting, Equities, Mergers, CPA, Equity Trading, Budgets, Executive Management
Education
University at Albany, SUNY 1978 — 1979
BS, Accounting
State University of New York at Binghamton 1976 — 1977
Accounting
Kirk Duffy C. P. A. Kirk Duffy C. P. A.'s Touche Ross Experience November 1977 - April 1981
Job Principal at Duffy Group LLC
Industry Accounting
Experience
Duffy Group LLC August 2008 - Present
Southern Welding Supply, Inc. October 1982 - April 2008
Touche Ross November 1977 - April 1981
Skills
Banking Relationships, Financial Analysis, CPA, Strategic Financial..., Accounting, Real Estate, Budgets, Tax, Management Consulting, Strategic Planning, Forensic Accounting, Tax Preparation, Business Planning, Leadership, Finance, Small Business, Entrepreneurship, Due Diligence, Start-ups, Corporate Tax
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
M. B. A., Accounting
Amherst College 1967 — 1971
B. A., Chemistry
undisclosed 1963 — 1967
High School
Duffy Group LLC August 2008 - Present
Southern Welding Supply, Inc. October 1982 - April 2008
Touche Ross November 1977 - April 1981
Skills
Banking Relationships, Financial Analysis, CPA, Strategic Financial..., Accounting, Real Estate, Budgets, Tax, Management Consulting, Strategic Planning, Forensic Accounting, Tax Preparation, Business Planning, Leadership, Finance, Small Business, Entrepreneurship, Due Diligence, Start-ups, Corporate Tax
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
M. B. A., Accounting
Amherst College 1967 — 1971
B. A., Chemistry
undisclosed 1963 — 1967
High School
Eric Schwarz Eric Schwarz's Touche Ross Experience 1979 - 1982
Job EVP Rust Omni
Industry Management Consulting
Experience
Rust Omni December 2011 - Present
Omni Management Group, LLC July 2003 - December 2011
Kinko's 1994 - 2002
House of Fabrics 1988 - 1994
Touche Ross 1979 - 1982
Education
Brigham Young University 1972 — 1978
BS, Accounting
Cleveland High School
Rust Omni December 2011 - Present
Omni Management Group, LLC July 2003 - December 2011
Kinko's 1994 - 2002
House of Fabrics 1988 - 1994
Touche Ross 1979 - 1982
Education
Brigham Young University 1972 — 1978
BS, Accounting
Cleveland High School
Marty Abschutz, CPA, CGMA Marty Abschutz, CPA, CGMA's Touche Ross Experience 1988 - 1989
Job Director, finding hundreds of thousands of dollars hospital providers are entitled to
Industry Hospital & Health Care
Experience
Health/ROI April 2000 - Present
South Brunswick Board of Education April 2009 - April 2010
South Brunswick Board of Education April 2006 - April 2009
South Brunswick Board of Education April 2005 - April 2006
Care Management Organization of Montefiore Medical Center 1997 - 1999
Montefiore Medical Center 1989 - 1997
Deloitte & Touche 1988 - 1989
Touche Ross 1988 - 1989
Ernst & Whinney 1979 - 1988
Skills
Hospitals, Budgeting, Medicare, Healthcare, Revenue Cycle, Strategic Planning, Financial Reporting, Compliance, Accounting, Financial Analysis, Non-profits, Managed Care, Business Planning, HIPAA, Healthcare Consulting, Healthcare Industry, CPA, CGMA, Budgets, Revenue Cycle Management, Healthcare Management, Practice Management, Nonprofits, Medicaid, Healthcare Information..., EHR, Executive Management, Performance Improvement, EMR, Process Improvement, Health Policy, Quality Improvement, Informatics, Disease Management, Physician Relations, Management, Leadership
Education
City University of New York-Brooklyn College 1975 — 1979
BS, Accounting
Thomas Jefferson HS 1966 — 1969
George Gershwin JHS 1963 — 1966
P.S. 213
Health/ROI April 2000 - Present
South Brunswick Board of Education April 2009 - April 2010
South Brunswick Board of Education April 2006 - April 2009
South Brunswick Board of Education April 2005 - April 2006
Care Management Organization of Montefiore Medical Center 1997 - 1999
Montefiore Medical Center 1989 - 1997
Deloitte & Touche 1988 - 1989
Touche Ross 1988 - 1989
Ernst & Whinney 1979 - 1988
Skills
Hospitals, Budgeting, Medicare, Healthcare, Revenue Cycle, Strategic Planning, Financial Reporting, Compliance, Accounting, Financial Analysis, Non-profits, Managed Care, Business Planning, HIPAA, Healthcare Consulting, Healthcare Industry, CPA, CGMA, Budgets, Revenue Cycle Management, Healthcare Management, Practice Management, Nonprofits, Medicaid, Healthcare Information..., EHR, Executive Management, Performance Improvement, EMR, Process Improvement, Health Policy, Quality Improvement, Informatics, Disease Management, Physician Relations, Management, Leadership
Education
City University of New York-Brooklyn College 1975 — 1979
BS, Accounting
Thomas Jefferson HS 1966 — 1969
George Gershwin JHS 1963 — 1966
P.S. 213
David Beemer David Beemer's Touche Ross Experience 1975 - 1979
Job Owner at OmniUnum Farm
Industry Food & Beverages
Experience
OmniUnum Farm OwnerQCit2003 - 2010
Interplex 1989 - 1990
Shearson Lehman Hutton etc 1982 - 1989
Blyth Eastman Paine Webber 1980 - 1982
Booz Allen Hamilton 1979 - 1980
Touche Ross 1975 - 1979
The University of Michigan Medical Center 1971 - 1975
Education
University of Michigan 1972 — 1975
MHSA, Health Services Administration
Brown University 1967 — 1971
AB, psychology
OmniUnum Farm OwnerQCit2003 - 2010
Interplex 1989 - 1990
Shearson Lehman Hutton etc 1982 - 1989
Blyth Eastman Paine Webber 1980 - 1982
Booz Allen Hamilton 1979 - 1980
Touche Ross 1975 - 1979
The University of Michigan Medical Center 1971 - 1975
Education
University of Michigan 1972 — 1975
MHSA, Health Services Administration
Brown University 1967 — 1971
AB, psychology
Alan Porto, CPA Alan Porto, CPA's Touche Ross Experience 1984 - 1988
Job Director at Alvarez & Marsal
Industry Information Technology and Services
Experience
Alvarez & Marsal April 2014 - Present
Tai Ping Carpets December 2008 - April 2014
Travelport July 2006 - December 2008
Cendant 2000 - 2006
KPMG 1992 - 2000
Deloitte 1989 - 1991
American Management Systems 1988 - 1989
Touche Ross 1984 - 1988
Skills
Mergers, Accounting, Financials, ERP, SOX, Technology..., Global Management, Global Strategy, Global Logistics, IT Management, IT Operations, Outsourcing, Sarbanes-Oxley Act, Business Intelligence, Consulting, Business Strategy, Finance, Integration, Management, Logistics, Mergers, Oracle Applications, Oracle E-Business Suite, SDLC, Strategy, Business Transformation
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Accounting
St. Helen's
Alvarez & Marsal April 2014 - Present
Tai Ping Carpets December 2008 - April 2014
Travelport July 2006 - December 2008
Cendant 2000 - 2006
KPMG 1992 - 2000
Deloitte 1989 - 1991
American Management Systems 1988 - 1989
Touche Ross 1984 - 1988
Skills
Mergers, Accounting, Financials, ERP, SOX, Technology..., Global Management, Global Strategy, Global Logistics, IT Management, IT Operations, Outsourcing, Sarbanes-Oxley Act, Business Intelligence, Consulting, Business Strategy, Finance, Integration, Management, Logistics, Mergers, Oracle Applications, Oracle E-Business Suite, SDLC, Strategy, Business Transformation
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Accounting
St. Helen's
phil metheny phil metheny's Touche Ross Experience 1984 - 1986
Job Chief Internal Auditor, Commercial Bank
Industry Financial Services
Experience
Commercial Bank August 2012 - Present
PNC 2010 - August 2012
National City Bank 1996 - 2010
National City Bank 1987 - 1996
Touche Ross 1984 - 1986
BancOhio 1983 - 1984
Huntington National Bank 1980 - 1983
Skills
Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Internal Audit, Risk Management, Banking, Accounting, Financial Reporting, Financial Analysis, Financial Risk, AML, Financial Accounting, Credit, Financial Modeling, IT Audit, Due Diligence, Finance, Risk Assessment, Underwriting, Business Process..., Business Process, Analysis, Bank Secrecy Act, Treasury Management, External Audit, Insurance, Managerial Finance, Financial Services, Sarbanes-Oxley, Loans, Process Improvement, Forecasting, Mergers & Acquisitions, Commercial Banking, Credit Risk, CISA, Financial Institutions, QuickBooks, US GAAP, Mortgage Lending, Governance, Asset Management, Financial Audits, Tax, Business Continuity, Fraud, Cash Management, Operational Risk, Business Analysis
Education
Baldwin-Wallace College 1991 — 1993
MBA
Ohio University 1975 — 1980
BBA, Accounting
Commercial Bank August 2012 - Present
PNC 2010 - August 2012
National City Bank 1996 - 2010
National City Bank 1987 - 1996
Touche Ross 1984 - 1986
BancOhio 1983 - 1984
Huntington National Bank 1980 - 1983
Skills
Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Internal Audit, Risk Management, Banking, Accounting, Financial Reporting, Financial Analysis, Financial Risk, AML, Financial Accounting, Credit, Financial Modeling, IT Audit, Due Diligence, Finance, Risk Assessment, Underwriting, Business Process..., Business Process, Analysis, Bank Secrecy Act, Treasury Management, External Audit, Insurance, Managerial Finance, Financial Services, Sarbanes-Oxley, Loans, Process Improvement, Forecasting, Mergers & Acquisitions, Commercial Banking, Credit Risk, CISA, Financial Institutions, QuickBooks, US GAAP, Mortgage Lending, Governance, Asset Management, Financial Audits, Tax, Business Continuity, Fraud, Cash Management, Operational Risk, Business Analysis
Education
Baldwin-Wallace College 1991 — 1993
MBA
Ohio University 1975 — 1980
BBA, Accounting
Audra Boni's Touche Ross Experience 1988 - 1989
Job Senior Associate Director at Bentley University
Industry Higher Education
Experience
Bentley University January 1998 - Present
Romac International 1992 - 1997
Japan Exchange Teaching Program(me) 1990 - 1991
Lotus Development 1989 - 1990
Touche Ross 1988 - 1989
Skills
Career Counseling, Higher Education, Resume Writing, Project Management, Advising, Leadership Development, Cross-cultural..., Coaching, Career Development, Interviews, Cross-cultural Teams, Research, PowerPoint, Academic Advising, Program Management, Community Outreach, Management, Teaching, Career Management, Analysis, Nonprofits, Recruiting, Legal Advice, Fundraising, Student Affairs, Data Analysis, Leadership, Staff Development, CRM, Student Development, Admissions, Public Speaking, SPSS
Education
Bentley University 1984 — 1988
BS, Accountancy
Bentley University January 1998 - Present
Romac International 1992 - 1997
Japan Exchange Teaching Program(me) 1990 - 1991
Lotus Development 1989 - 1990
Touche Ross 1988 - 1989
Skills
Career Counseling, Higher Education, Resume Writing, Project Management, Advising, Leadership Development, Cross-cultural..., Coaching, Career Development, Interviews, Cross-cultural Teams, Research, PowerPoint, Academic Advising, Program Management, Community Outreach, Management, Teaching, Career Management, Analysis, Nonprofits, Recruiting, Legal Advice, Fundraising, Student Affairs, Data Analysis, Leadership, Staff Development, CRM, Student Development, Admissions, Public Speaking, SPSS
Education
Bentley University 1984 — 1988
BS, Accountancy
Annette S. Phillips, FACHE's Touche Ross Experience 1980 - 1986
Job President and CEO at Mercy Memorial Hospital System
Industry Hospital & Health Care
Experience
Mercy Memorial Hospital System June 2008 - Present
Henry Ford Wyandotte Hospital January 2006 - June 2008
Henry Ford Wyandotte Hospital January 2001 - January 2006
Henry Ford Wyandotte Hospital May 1986 - January 2001
Touche Ross 1980 - 1986
Skills
Hospitals, Service Quality, Strategic Planning, Turn Around Management, Culture Change, JCAHO, Healthcare Management, Healthcare, Revenue Cycle, Nursing
Education
Central Michigan University
MSA, Administration
Central Michigan University
BS, Accounting
Mercy Memorial Hospital System June 2008 - Present
Henry Ford Wyandotte Hospital January 2006 - June 2008
Henry Ford Wyandotte Hospital January 2001 - January 2006
Henry Ford Wyandotte Hospital May 1986 - January 2001
Touche Ross 1980 - 1986
Skills
Hospitals, Service Quality, Strategic Planning, Turn Around Management, Culture Change, JCAHO, Healthcare Management, Healthcare, Revenue Cycle, Nursing
Education
Central Michigan University
MSA, Administration
Central Michigan University
BS, Accounting
Robert Cort Robert Cort's Touche Ross Experience 1981 - 1985
Job Owner, Cort Consulting Group, Inc.
Industry Food & Beverages
Experience
Cort Consulting Group, Inc. 2007 - Present
Nova Growth 2000 - Present
Compton and Associates, Inc. 1990 - 2007
Graduate Health System 1985 - 1989
Touche Ross 1981 - 1985
Skills
Mergers, Divestitures, Strategic Planning, Financial Analysis, Profitability..., Optimization, Simulation, Valuation, Restructuring, Due Diligence, Joint Ventures, Business Planning, Business Strategy, Financial Modeling, Operations Management, Dairy, Food, Food Science, HACCP, Mergers & Acquisitions, Food Industry, Manufacturing, Product Development, Supply Chain, Cross-functional Team..., Project Planning, P&L Management, Strategy, Competitive Analysis, Start-ups, Entrepreneurship, Management, FMCG, Executive Management, Forecasting, Corporate Development, Pricing, Business Development, Production Cost Analysis, Distribution Cost..., Strategic Partnerships, New Business Development, Venture Capital
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance and Marketing
Brown University 1973 — 1977
ScB, Engineering
Cort Consulting Group, Inc. 2007 - Present
Nova Growth 2000 - Present
Compton and Associates, Inc. 1990 - 2007
Graduate Health System 1985 - 1989
Touche Ross 1981 - 1985
Skills
Mergers, Divestitures, Strategic Planning, Financial Analysis, Profitability..., Optimization, Simulation, Valuation, Restructuring, Due Diligence, Joint Ventures, Business Planning, Business Strategy, Financial Modeling, Operations Management, Dairy, Food, Food Science, HACCP, Mergers & Acquisitions, Food Industry, Manufacturing, Product Development, Supply Chain, Cross-functional Team..., Project Planning, P&L Management, Strategy, Competitive Analysis, Start-ups, Entrepreneurship, Management, FMCG, Executive Management, Forecasting, Corporate Development, Pricing, Business Development, Production Cost Analysis, Distribution Cost..., Strategic Partnerships, New Business Development, Venture Capital
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance and Marketing
Brown University 1973 — 1977
ScB, Engineering
Jeff Gartzman Jeff Gartzman's Touche Ross Experience 1982 - 1984
Job Atlanta Tax Attorney and CPA, The Gartzman Law Firm PC
Industry Legal Services
Experience
The Gartzman Law Firm, PC 1988 - Present
Shapiro Fussell Wedge & Martin, LLP 1985 - 1988
Law Offices of Robert Autrey 1984 - 1985
Touche Ross 1982 - 1984
Education
The Taft School 1973 — 1975
High School, High School
Bucknell University
B.S.B.A., Accounting
Emory University School of Law
Master of Laws (LL.M.)
Emory University School of Law
J.D.
University of Buckingham
Distinction in Macroeconomics
The Gartzman Law Firm, PC 1988 - Present
Shapiro Fussell Wedge & Martin, LLP 1985 - 1988
Law Offices of Robert Autrey 1984 - 1985
Touche Ross 1982 - 1984
Education
The Taft School 1973 — 1975
High School, High School
Bucknell University
B.S.B.A., Accounting
Emory University School of Law
Master of Laws (LL.M.)
Emory University School of Law
J.D.
University of Buckingham
Distinction in Macroeconomics
Sanford Weintraub Sanford Weintraub's Touche Ross Experience June 1972 - June 1983
Job Director of Business Tax Services at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP January 2008 - Present
Weintraub Consulting Services, LLC September 1996 - January 2008
National Hospitality Retail Chain (NYC) June 2001 - August 2007
Avaltus, Inc. December 1998 - June 2001
ADP Brokerage Services-Shareholder Communications February 1992 - September 1996
Independent Election Corporation of America (merged with ADP) June 1986 - February 1992
Holtz Rubenstein & Co. LLP July 1983 - June 1986
Touche Ross June 1972 - June 1983
Skills
Real Estate, Construction, Retail, Hedge Funds, Hospitality, Software Development, Tax, SEC filings, GAAP, Due Diligence, Tax Returns, Financial Analysis, Partnership Taxation, Corporate Tax, Income Tax, US GAAP, Accounting, Finance, CPA, Tax Preparation, Financial Services, Financial Reporting, Tax Research, Mergers & Acquisitions, Tax Accounting, Internal Controls, Business Valuation, International Tax, Strategic Financial..., Start-ups, General Ledger, S Corporations, High Net Worth..., Financial Accounting, Forensic Accounting, Auditing, Tax Advisory, Sales Tax, Internal Audit
Education
College for Financial Planning 1992 — 1993
CFP, Financial Planning
Baruch College, City University of New York (CUNY) 1969 — 1972
MBA, Taxation
Long Island University, Brooklyn Campus 1963 — 1968
B.S., Accounting
Baker Tilly Virchow Krause, LLP January 2008 - Present
Weintraub Consulting Services, LLC September 1996 - January 2008
National Hospitality Retail Chain (NYC) June 2001 - August 2007
Avaltus, Inc. December 1998 - June 2001
ADP Brokerage Services-Shareholder Communications February 1992 - September 1996
Independent Election Corporation of America (merged with ADP) June 1986 - February 1992
Holtz Rubenstein & Co. LLP July 1983 - June 1986
Touche Ross June 1972 - June 1983
Skills
Real Estate, Construction, Retail, Hedge Funds, Hospitality, Software Development, Tax, SEC filings, GAAP, Due Diligence, Tax Returns, Financial Analysis, Partnership Taxation, Corporate Tax, Income Tax, US GAAP, Accounting, Finance, CPA, Tax Preparation, Financial Services, Financial Reporting, Tax Research, Mergers & Acquisitions, Tax Accounting, Internal Controls, Business Valuation, International Tax, Strategic Financial..., Start-ups, General Ledger, S Corporations, High Net Worth..., Financial Accounting, Forensic Accounting, Auditing, Tax Advisory, Sales Tax, Internal Audit
Education
College for Financial Planning 1992 — 1993
CFP, Financial Planning
Baruch College, City University of New York (CUNY) 1969 — 1972
MBA, Taxation
Long Island University, Brooklyn Campus 1963 — 1968
B.S., Accounting
Leslie St. Bernard, CPA, MST's Touche Ross Experience October 1981 - December 1985
Job Financial Accounting and Information Technology Professional
Industry Accounting
Experience
LAS Associates December 2009 - Present
Yonkers Community Action Program, Inc July 2007 - April 2009
Adolescent and Family Comprehensive Service, Inc. July 2006 - July 2007
LAS Associates January 2001 - December 2006
US Trust Company January 1998 - October 2000
Long Island Rail Road August 1986 - December 1998
Bloomingdale's January 1985 - August 1986
Touche Ross October 1981 - December 1985
New York State Medicaid Management Information System October 1979 - October 1981
Skills
Auditing, Internal Audit, Financial Accounting, Internal Controls, Project Management, Consulting, Finance, Financial Audits, External Audit, Information Technology, Staff Development, Benefits Administration, Facilities Management, Investment Strategies, Non-profits, Nonprofits, Information Security, Publishing, Lean Management, Risk Management, Training, Financial Statement..., Operational audits, Financial Policies &..., Nonprofit Management, Business Education, Word for MACs, Excel for MACs
Education
Pace University 2002 — 2005
MST, Business & Adolescent Education
New York University 1980 — 1984
Certicate, Computer Programming w COBOL Programming Specialty
City University of New York-Herbert H. Lehman College 1975 — 1979
BA, Accounting
Brooklyn Technical H. S. 1967 — 1970
Academic Diploma, College Preparatory
LAS Associates December 2009 - Present
Yonkers Community Action Program, Inc July 2007 - April 2009
Adolescent and Family Comprehensive Service, Inc. July 2006 - July 2007
LAS Associates January 2001 - December 2006
US Trust Company January 1998 - October 2000
Long Island Rail Road August 1986 - December 1998
Bloomingdale's January 1985 - August 1986
Touche Ross October 1981 - December 1985
New York State Medicaid Management Information System October 1979 - October 1981
Skills
Auditing, Internal Audit, Financial Accounting, Internal Controls, Project Management, Consulting, Finance, Financial Audits, External Audit, Information Technology, Staff Development, Benefits Administration, Facilities Management, Investment Strategies, Non-profits, Nonprofits, Information Security, Publishing, Lean Management, Risk Management, Training, Financial Statement..., Operational audits, Financial Policies &..., Nonprofit Management, Business Education, Word for MACs, Excel for MACs
Education
Pace University 2002 — 2005
MST, Business & Adolescent Education
New York University 1980 — 1984
Certicate, Computer Programming w COBOL Programming Specialty
City University of New York-Herbert H. Lehman College 1975 — 1979
BA, Accounting
Brooklyn Technical H. S. 1967 — 1970
Academic Diploma, College Preparatory
Robert Cooper PhD Robert Cooper PhD's Touche Ross Experience January 1988 - December 1989
Job Independent Consultant, Organizational Effectiveness and Talent Management
Industry Management Consulting
Experience
Robert Cooper-Self Employed January 2010 - Present
Deloitte LLP, Chicago December 1989 - January 2010
Touche Ross January 1988 - December 1989
University of Chicago, Hospitals & Clinics October 1984 - December 1987
International Foundation of Employee Benefit Plans October 1977 - September 1984
Albion College September 1970 - June 1976
Skills
Client Relationship..., Total Rewards, Talent Management, Organizational..., Leadership Development, Deferred Compensation, Process Improvement, Change Management, CRM, Organizational Design, Program Management, Recruiting, Human Resources, Performance Management, Employee Benefits, Organizational..., Employee Engagement, Culture Change, Personnel Management, Executive Coaching, Strategic Planning, Coaching, HR Consulting, Management Consulting, Labor Relations, Strategy, Leadership, Consulting, Mergers & Acquisitions, Business Transformation, Due Diligence, HRIS, Management, Employee Training, Executive Management, Business Process..., Human Capital, Performance Improvement, Project Management, Succession Planning, Workforce Planning, Acquisition Integration, HR Transformation, Strategic Consulting, Career Development, Talent Acquisition, Executive Development, Onboarding, Business Process..., Governance
Education
University of Michigan 1973 — 1973
none, survey research, statistical sampling
Kent State University 1967 — 1970
Ph.D., Evaluation and Measurement, Graduate School of Education
Kent State University 1967 — 1970
M.A, Sociology & Anthropology
Butler University 1963 — 1967
BA, Liberal Arts and Science
University of Pennsylvania - The Wharton School
none, Pension Investment Management
Robert Cooper-Self Employed January 2010 - Present
Deloitte LLP, Chicago December 1989 - January 2010
Touche Ross January 1988 - December 1989
University of Chicago, Hospitals & Clinics October 1984 - December 1987
International Foundation of Employee Benefit Plans October 1977 - September 1984
Albion College September 1970 - June 1976
Skills
Client Relationship..., Total Rewards, Talent Management, Organizational..., Leadership Development, Deferred Compensation, Process Improvement, Change Management, CRM, Organizational Design, Program Management, Recruiting, Human Resources, Performance Management, Employee Benefits, Organizational..., Employee Engagement, Culture Change, Personnel Management, Executive Coaching, Strategic Planning, Coaching, HR Consulting, Management Consulting, Labor Relations, Strategy, Leadership, Consulting, Mergers & Acquisitions, Business Transformation, Due Diligence, HRIS, Management, Employee Training, Executive Management, Business Process..., Human Capital, Performance Improvement, Project Management, Succession Planning, Workforce Planning, Acquisition Integration, HR Transformation, Strategic Consulting, Career Development, Talent Acquisition, Executive Development, Onboarding, Business Process..., Governance
Education
University of Michigan 1973 — 1973
none, survey research, statistical sampling
Kent State University 1967 — 1970
Ph.D., Evaluation and Measurement, Graduate School of Education
Kent State University 1967 — 1970
M.A, Sociology & Anthropology
Butler University 1963 — 1967
BA, Liberal Arts and Science
University of Pennsylvania - The Wharton School
none, Pension Investment Management
Ray Grymski Ray Grymski's Touche Ross Experience March 1984 - March 1986
Job Organizational Consultant and Executive Coach
Industry Management Consulting
Experience
Management Consultant March 1997 - Present
Deloitte Consulting March 1995 - March 1997
Ernst & Young May 1986 - December 1991
Touche Ross March 1984 - March 1986
Skills
Organizational..., Mergers, Organizational..., Leadership Development, Leadership, Change Management, Workshop Facilitation, Mergers & Acquisitions, Executive Coaching, Strategic Planning, Consulting, Executive Management, Organizational Design, Performance Improvement, Management Consulting, Executive Development, Strategy
Education
University of Chicago, Booth Graduate School of Business 1991 — 1992
Post-graduate study in:, Organization Development, Group Dynamics, Process Consultation
Case Western Reserve University - Weatherhead School of Management 1980 — 1981
MBA, Organizational Behavior and Information Technology
Case Western Reserve University 1976 — 1980
BA, Psychology, Business, Pre-Medicine
Management Consultant March 1997 - Present
Deloitte Consulting March 1995 - March 1997
Ernst & Young May 1986 - December 1991
Touche Ross March 1984 - March 1986
Skills
Organizational..., Mergers, Organizational..., Leadership Development, Leadership, Change Management, Workshop Facilitation, Mergers & Acquisitions, Executive Coaching, Strategic Planning, Consulting, Executive Management, Organizational Design, Performance Improvement, Management Consulting, Executive Development, Strategy
Education
University of Chicago, Booth Graduate School of Business 1991 — 1992
Post-graduate study in:, Organization Development, Group Dynamics, Process Consultation
Case Western Reserve University - Weatherhead School of Management 1980 — 1981
MBA, Organizational Behavior and Information Technology
Case Western Reserve University 1976 — 1980
BA, Psychology, Business, Pre-Medicine
Chuck Spellman's Touche Ross Experience September 1984 - September 1986
Job VP Feature Participations at 20th Century Fox
Industry Entertainment
Experience
20th Century Fox Film Corp. September 1995 - Present
20th Century Fox Film Corp. 1987 - 1995
Touche Ross September 1984 - September 1986
Skills
Digital Media, Film, New Media, Finance, Entertainment, Radio, Music, Production Managment, Video Production, Film Production, Feature Films, Video, Post Production, Television, Budgets, Production Management
Education
California Polytechnic State University-San Luis Obispo 1979 — 1984
BS, Business Management
Fallbrook Union High School
20th Century Fox Film Corp. September 1995 - Present
20th Century Fox Film Corp. 1987 - 1995
Touche Ross September 1984 - September 1986
Skills
Digital Media, Film, New Media, Finance, Entertainment, Radio, Music, Production Managment, Video Production, Film Production, Feature Films, Video, Post Production, Television, Budgets, Production Management
Education
California Polytechnic State University-San Luis Obispo 1979 — 1984
BS, Business Management
Fallbrook Union High School
Kim Hix Kim Hix's Touche Ross Experience July 1985 - June 1987
Job President at The Kim L. Hix Accountancy Corporation
Industry Accounting
Experience
The Kim L. Hix Accountancy Corporation January 1991 - Present
Frank, Rimerman + Co. LLP July 1987 - January 1989
Touche Ross July 1985 - June 1987
Pete, Marwick & Mitchell January 1984 - June 1985
Mid-America Airways July 1979 - December 1984
Skills
Small business tax..., Compiled, reviewed, and..., Individual tax..., Start-up company..., Not-for-profit tax..., Trust and gift tax..., Investments, Entrepreneurship, Account Management, Business Strategy, Project Management, Tax, Auditing, Tax Preparation, Financial Statements, CPA, Small Business, Strategic Planning, Bookkeeping, Start-ups, Accounting, QuickBooks, General Ledger, Financial Reporting, Financial Accounting
Education
The University of Texas at Arlington 1983 — 1986
Accounting
Auburn University 1975 — 1979
Bachelor of Science, Clothing & Textile Design
The Kim L. Hix Accountancy Corporation January 1991 - Present
Frank, Rimerman + Co. LLP July 1987 - January 1989
Touche Ross July 1985 - June 1987
Pete, Marwick & Mitchell January 1984 - June 1985
Mid-America Airways July 1979 - December 1984
Skills
Small business tax..., Compiled, reviewed, and..., Individual tax..., Start-up company..., Not-for-profit tax..., Trust and gift tax..., Investments, Entrepreneurship, Account Management, Business Strategy, Project Management, Tax, Auditing, Tax Preparation, Financial Statements, CPA, Small Business, Strategic Planning, Bookkeeping, Start-ups, Accounting, QuickBooks, General Ledger, Financial Reporting, Financial Accounting
Education
The University of Texas at Arlington 1983 — 1986
Accounting
Auburn University 1975 — 1979
Bachelor of Science, Clothing & Textile Design
Alan Catherall Alan Catherall's Touche Ross Experience September 1975 - December 1981
Job Chief Financial Officer
Industry Telecommunications
Experience
AirSage Inc October 2013 - Present
Numerex Corp. June 2003 - July 2013
AirGate PCS February 1998 - October 2002
Tatum, a Randstad Company March 1996 - February 1998
MCI Corporation June 1982 - February 1996
Touche Ross September 1975 - December 1981
Skills
Venture Capital, IPO, Investor Relations, SEC filings, M&A Negotiations, Capital Markets, M&A execution, Due Diligence, Rating Agency Relations, High Yield Bonds, Commercial Banking..., Market Research, Global Human Resources..., Legal Management, Accounting, Planning Budgeting &..., Strategic Planning, Public Companies
Education
Loyola College in Maryland 1982 — 1987
MBA, Finance, General
University of Wales, Aberystwyth 1972 — 1975
Bachelor of Science (BSc), Economics
AirSage Inc October 2013 - Present
Numerex Corp. June 2003 - July 2013
AirGate PCS February 1998 - October 2002
Tatum, a Randstad Company March 1996 - February 1998
MCI Corporation June 1982 - February 1996
Touche Ross September 1975 - December 1981
Skills
Venture Capital, IPO, Investor Relations, SEC filings, M&A Negotiations, Capital Markets, M&A execution, Due Diligence, Rating Agency Relations, High Yield Bonds, Commercial Banking..., Market Research, Global Human Resources..., Legal Management, Accounting, Planning Budgeting &..., Strategic Planning, Public Companies
Education
Loyola College in Maryland 1982 — 1987
MBA, Finance, General
University of Wales, Aberystwyth 1972 — 1975
Bachelor of Science (BSc), Economics
Stephen R. Pace CPA Stephen R. Pace CPA's Touche Ross Experience January 1978 - August 1989
Job Shareholder at Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC August 2011 - Present
Mayer Hoffman McCann P.C. August 2011 - Present
Thompson Dunavant PLC January 2006 - August 2011
Stephen R. Pace CPA January 2002 - December 2005
Deloitte August 1989 - June 2001
Touche Ross January 1978 - August 1989
Skills
Accounting, CPA, Auditing, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Financial Accounting, Tax Research, Due Diligence, General Ledger, Financial Statements, Mergers & Acquisitions, US GAAP, Forensic Accounting, Budgets, Tax Accounting, Tax Returns
Education
Arkansas State University 1974 — 1997
Bachelor's of Science, Accounting
CBIZ MHM, LLC August 2011 - Present
Mayer Hoffman McCann P.C. August 2011 - Present
Thompson Dunavant PLC January 2006 - August 2011
Stephen R. Pace CPA January 2002 - December 2005
Deloitte August 1989 - June 2001
Touche Ross January 1978 - August 1989
Skills
Accounting, CPA, Auditing, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Financial Accounting, Tax Research, Due Diligence, General Ledger, Financial Statements, Mergers & Acquisitions, US GAAP, Forensic Accounting, Budgets, Tax Accounting, Tax Returns
Education
Arkansas State University 1974 — 1997
Bachelor's of Science, Accounting
Robin Wittich Robin Wittich's Touche Ross Experience September 1983 - September 1985
Job Corporate Gift Expert
Industry Consumer Goods
Experience
The Thank Tank October 1999 - Present
robins cookies January 1999 - Present
Feathered Nest Real Estate September 1985 - April 1993
Touche Ross September 1983 - September 1985
Skills
Accounting, QuickBooks, Bookkeeping, Tax Preparation, Tax, Financial Analysis, Management, Small Business, Tax Accounting, Sales, Financial Reporting, Budgets, Accounts Receivable, Auditing, Peachtree, Accounts Payable, Payroll, Tax Returns, Microsoft Excel, Income Tax, Real Estate, Finance, Strategic Financial..., Financial Accounting, GAAP, Forecasting, Business Planning, Mergers & Acquisitions, Time Management, Due Diligence, Business, Leadership, Start-ups, Marketing, Strategic Planning
Education
Adelphi University 1979 — 1983
Bachelors, Accounting
Malverne High School
The Thank Tank October 1999 - Present
robins cookies January 1999 - Present
Feathered Nest Real Estate September 1985 - April 1993
Touche Ross September 1983 - September 1985
Skills
Accounting, QuickBooks, Bookkeeping, Tax Preparation, Tax, Financial Analysis, Management, Small Business, Tax Accounting, Sales, Financial Reporting, Budgets, Accounts Receivable, Auditing, Peachtree, Accounts Payable, Payroll, Tax Returns, Microsoft Excel, Income Tax, Real Estate, Finance, Strategic Financial..., Financial Accounting, GAAP, Forecasting, Business Planning, Mergers & Acquisitions, Time Management, Due Diligence, Business, Leadership, Start-ups, Marketing, Strategic Planning
Education
Adelphi University 1979 — 1983
Bachelors, Accounting
Malverne High School
Elliott Flood Elliott Flood's Touche Ross Experience 1985 - 1986
Job Consultant on claims handling
Industry Insurance
Experience
Elliott S. Flood Company August 2011 - Present
Texas Mutual Insurance Company June 2004 - August 2011
Texas Mutual Insurance Company October 1997 - June 2004
Solo/Small Firm September 1986 - October 1997
Touche Ross 1985 - 1986
Education
The University of Texas at Austin 1983 — 1985
M.P.A., Master of Professional Accounting
Arizona State University College of Law 1976 — 1979
J.D., Law Degree
Arizona State University 1973 — 1976
Bachelor of Arts, English
Elliott S. Flood Company August 2011 - Present
Texas Mutual Insurance Company June 2004 - August 2011
Texas Mutual Insurance Company October 1997 - June 2004
Solo/Small Firm September 1986 - October 1997
Touche Ross 1985 - 1986
Education
The University of Texas at Austin 1983 — 1985
M.P.A., Master of Professional Accounting
Arizona State University College of Law 1976 — 1979
J.D., Law Degree
Arizona State University 1973 — 1976
Bachelor of Arts, English
Susan Sciarillo's Touche Ross Experience 1980 - 1984
Job Teacher at Royal High School
Industry Education Management
Experience
Royal High School September 2006 - Present
Marconi Dynamics, Inc. April 1992 - June 1998
Deloitte & Touche April 1989 - October 1990
Wangtek, Inc. 1985 - 1989
Touche Ross 1980 - 1984
Education
Cal State Northridge 2008 — 2010
Masters, Math Education
California State University-Northridge 2006 — 2008
Teaching Credential, Secondary Education and Teaching
Cal State Hayward 1978 — 1980
BS, Accounting
Royal High School September 2006 - Present
Marconi Dynamics, Inc. April 1992 - June 1998
Deloitte & Touche April 1989 - October 1990
Wangtek, Inc. 1985 - 1989
Touche Ross 1980 - 1984
Education
Cal State Northridge 2008 — 2010
Masters, Math Education
California State University-Northridge 2006 — 2008
Teaching Credential, Secondary Education and Teaching
Cal State Hayward 1978 — 1980
BS, Accounting
James Grisafi James Grisafi's Touche Ross Experience 1981 - 1982
Job Owner, James C. Grisafi, Inc.
Industry Accounting
Experience
James C. Grisafi, Inc. (Tax Consultant) 1984 - Present
Sussman & Siegel, CPA's 1982 - 1984
Touche Ross 1981 - 1982
Skills
Individual Taxation, Business Entity..., Estate & Trust Taxation, IRS Audits, Appeals,..., Tax Planning & Advisory
Education
California Western School of Law 1978 — 1981
J.D., Law
San Diego State University 1976 — 1978
B.S., Accounting
James C. Grisafi, Inc. (Tax Consultant) 1984 - Present
Sussman & Siegel, CPA's 1982 - 1984
Touche Ross 1981 - 1982
Skills
Individual Taxation, Business Entity..., Estate & Trust Taxation, IRS Audits, Appeals,..., Tax Planning & Advisory
Education
California Western School of Law 1978 — 1981
J.D., Law
San Diego State University 1976 — 1978
B.S., Accounting
Pino G. Venetico Pino G. Venetico's Touche Ross Experience January 1977 - January 1981
Job President, The Independent Restaurant and Bar Association of Georgia (IRBAG)
Industry Hospitality
Experience
IRBAG October 2011 - Present
The Art Institute of Atlanta April 2013 - Present
Pasticcio Inc. January 1993 - June 2011
Intermarine USA January 1987 - January 1993
Montedison USA January 1983 - January 1987
Montedison Canada January 1981 - January 1983
Touche Ross January 1977 - January 1981
Skills
Strategic Planning, Leadership, Multilingual, Result Oriented, Budgets, Hospitality, Restaurants, Team Building, New Business Development, Sales, Food & Beverage, Customer Service, Public Speaking, Operations Management, Entrepreneurship, Accounting, Advertising, Fine Dining, Hospitality Industry, Menu Development, Food, Marketing, Management, Training, Public Relations, Restaurant Management, Contract Negotiation, Culinary Skills, Event Management, Event Planning, Food Service, Hospitality Management, Human Resources, Marketing Strategy, Microsoft Word, Project Planning, Social Media, Start-ups, Time Management
Education
McGill University 1977 — 1979
Masters, Accounting
Concordia University 1973 — 1977
Bachelor, Accounting
IRBAG October 2011 - Present
The Art Institute of Atlanta April 2013 - Present
Pasticcio Inc. January 1993 - June 2011
Intermarine USA January 1987 - January 1993
Montedison USA January 1983 - January 1987
Montedison Canada January 1981 - January 1983
Touche Ross January 1977 - January 1981
Skills
Strategic Planning, Leadership, Multilingual, Result Oriented, Budgets, Hospitality, Restaurants, Team Building, New Business Development, Sales, Food & Beverage, Customer Service, Public Speaking, Operations Management, Entrepreneurship, Accounting, Advertising, Fine Dining, Hospitality Industry, Menu Development, Food, Marketing, Management, Training, Public Relations, Restaurant Management, Contract Negotiation, Culinary Skills, Event Management, Event Planning, Food Service, Hospitality Management, Human Resources, Marketing Strategy, Microsoft Word, Project Planning, Social Media, Start-ups, Time Management
Education
McGill University 1977 — 1979
Masters, Accounting
Concordia University 1973 — 1977
Bachelor, Accounting
Kim Gazzola Kim Gazzola's Touche Ross Experience 1981 - 1986
Job VP/CFO at MSPCA
Industry Nonprofit Organization Management
Experience
MSPCA March 2014 - Present
North Shore Community College September 2013 - December 2013
Regis College October 2012 - June 2013
New England School of Acupuncture January 2013 - May 2013
Cambridge College January 2009 - June 2012
MassBay Community College September 1999 - July 2008
Bridgewater State University 1993 - 1999
Wentworth Institute of Technology 1989 - 1993
Gaston & Snow 1986 - 1989
Touche Ross 1981 - 1986
Skills
Higher Education, Non-profits, Financial Analysis, Financial Reporting, Strategic Financial..., Regional Accreditation, Expense Management, Financial Accounting, Budgeting, Forecasting, Project Planning and..., Cash Flow Forecasting, Turnaround Experience, Facilities Management, Auditing, Internal Controls, Regulatory Compliance, Multi State Complexities, Institutional..., Collective Bargaining..., Staff Development, Policy & Process..., Microsoft Excel, System Administration, Higher Education..., Managerial Finance, Fundraising, Management, Nonprofits, Executive Management, Leadership, Compliance, Strategic Planning, Admissions, Student Affairs, Enrollment Management, Finance, Risk Management, Analysis, Accounting, Management Consulting, Policy, Leadership Development, Financial Modeling, Administration, Mergers & Acquisitions, Revenue Recognition, Process Improvement, Budget Process, QuickBooks
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance/Strategic Planning
Northeastern University
BSBA, Accounting
MSPCA March 2014 - Present
North Shore Community College September 2013 - December 2013
Regis College October 2012 - June 2013
New England School of Acupuncture January 2013 - May 2013
Cambridge College January 2009 - June 2012
MassBay Community College September 1999 - July 2008
Bridgewater State University 1993 - 1999
Wentworth Institute of Technology 1989 - 1993
Gaston & Snow 1986 - 1989
Touche Ross 1981 - 1986
Skills
Higher Education, Non-profits, Financial Analysis, Financial Reporting, Strategic Financial..., Regional Accreditation, Expense Management, Financial Accounting, Budgeting, Forecasting, Project Planning and..., Cash Flow Forecasting, Turnaround Experience, Facilities Management, Auditing, Internal Controls, Regulatory Compliance, Multi State Complexities, Institutional..., Collective Bargaining..., Staff Development, Policy & Process..., Microsoft Excel, System Administration, Higher Education..., Managerial Finance, Fundraising, Management, Nonprofits, Executive Management, Leadership, Compliance, Strategic Planning, Admissions, Student Affairs, Enrollment Management, Finance, Risk Management, Analysis, Accounting, Management Consulting, Policy, Leadership Development, Financial Modeling, Administration, Mergers & Acquisitions, Revenue Recognition, Process Improvement, Budget Process, QuickBooks
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance/Strategic Planning
Northeastern University
BSBA, Accounting
Robert Joseph, CPA Robert Joseph, CPA's Touche Ross Experience 1981 - 1986
Job Director of Finance at Translation LLC
Industry Marketing and Advertising
Experience
Translation LLC October 2013 - Present
MGSCOMM May 2012 - June 2013
Siboney USA April 2004 - April 2012
McCann Erickson 2002 - 2003
Momentum Worldwide 2000 - 2002
Gotham Inc. 1991 - 2000
Young & Rubicam Group 1989 - 1991
Saatchi & Saatchi 1986 - 1989
Touche Ross 1981 - 1986
Skills
Competitive Analysis, Financial Analysis, Financial Planning, Financial Management, Financial Reporting, Corporate Finance, Financial Accounting, Budgeting, Financial Modeling, Executive Management, Contract Negotiation, Revenue Management, Labor Control, Cost Control, Cost Containment, Fee Negotiation, Resource Utilization, Managerial Finance, Strategy, Cost Accounting, Resource Management, Strategic Financial..., Direct Marketing, Online Advertising, Benefits Negotiation, New Business Development, Revenue Analysis, Budgets, Advertising, Business Planning, Accounting, Digital Marketing, Start-ups, Mergers & Acquisitions, Process Improvement, Auditing, Integrated Marketing, Internal Controls, Negotiation, Revenue Recognition, Cash Flow, Marketing
Education
Baruch College, City University of New York (CUNY) 1971 — 1975
BBA, Accounting
Translation LLC October 2013 - Present
MGSCOMM May 2012 - June 2013
Siboney USA April 2004 - April 2012
McCann Erickson 2002 - 2003
Momentum Worldwide 2000 - 2002
Gotham Inc. 1991 - 2000
Young & Rubicam Group 1989 - 1991
Saatchi & Saatchi 1986 - 1989
Touche Ross 1981 - 1986
Skills
Competitive Analysis, Financial Analysis, Financial Planning, Financial Management, Financial Reporting, Corporate Finance, Financial Accounting, Budgeting, Financial Modeling, Executive Management, Contract Negotiation, Revenue Management, Labor Control, Cost Control, Cost Containment, Fee Negotiation, Resource Utilization, Managerial Finance, Strategy, Cost Accounting, Resource Management, Strategic Financial..., Direct Marketing, Online Advertising, Benefits Negotiation, New Business Development, Revenue Analysis, Budgets, Advertising, Business Planning, Accounting, Digital Marketing, Start-ups, Mergers & Acquisitions, Process Improvement, Auditing, Integrated Marketing, Internal Controls, Negotiation, Revenue Recognition, Cash Flow, Marketing
Education
Baruch College, City University of New York (CUNY) 1971 — 1975
BBA, Accounting
Daniel T. Garrett, J.D., C.P.A. Daniel T. Garrett, J.D., C.P.A.'s Touche Ross Experience 1985 - 1987
Job Owner at Garrett Consulting, LLC
Industry Accounting
Experience
Garrett Consulting, LLC 2013 - Present
Daniel T. Garrett LLC 1998 - Present
KPMG 1995 - 1998
Arizona Department of Revenue 1992 - 1995
City of Phoenix 1990 - 1992
Touche Ross 1985 - 1987
Education
Arizona State University College of Law
Juris Doctorate, Law
University of Arizona
Bachelor, Accounting and Finance
Garrett Consulting, LLC 2013 - Present
Daniel T. Garrett LLC 1998 - Present
KPMG 1995 - 1998
Arizona Department of Revenue 1992 - 1995
City of Phoenix 1990 - 1992
Touche Ross 1985 - 1987
Education
Arizona State University College of Law
Juris Doctorate, Law
University of Arizona
Bachelor, Accounting and Finance
Ginger Duckett Ginger Duckett's Touche Ross Experience June 1986 - May 1988
Job Accounting and Information Technology Professional
Industry Accounting
Experience
Uber July 2014 - Present
Curator and Owner of Online Vintage Jewelry Boutique May 2009 - Present
Self Employed May 2007 - Present
Self Employed May 2007 - Present
Keller WIlliams of Greensboro May 2007 - May 2009
Guilford County Schools October 2002 - June 2005
Guilford Equity Group March 1991 - December 1995
Touche Ross June 1986 - May 1988
Skills
Strategic Planning, Teaching, New Business Development, Social Media, Marketing, Sales, Event Planning, Marketing Strategy, Entrepreneurship, Public Speaking, Microsoft Office, Leadership, Small Business, Team Building, Social Media Marketing, Social Networking
Education
Colorado Technical University 2011 — 2014
M.B.A; Master of Science, Accounting; I.T. Management
Colorado Technical University 2010 — 2011
M.S.M., IT Management
Ashford University 2009 — 2010
M.S, Teaching and Learning with Technology
University of North Carolina at Greensboro
B.A., Economics
Uber July 2014 - Present
Curator and Owner of Online Vintage Jewelry Boutique May 2009 - Present
Self Employed May 2007 - Present
Self Employed May 2007 - Present
Keller WIlliams of Greensboro May 2007 - May 2009
Guilford County Schools October 2002 - June 2005
Guilford Equity Group March 1991 - December 1995
Touche Ross June 1986 - May 1988
Skills
Strategic Planning, Teaching, New Business Development, Social Media, Marketing, Sales, Event Planning, Marketing Strategy, Entrepreneurship, Public Speaking, Microsoft Office, Leadership, Small Business, Team Building, Social Media Marketing, Social Networking
Education
Colorado Technical University 2011 — 2014
M.B.A; Master of Science, Accounting; I.T. Management
Colorado Technical University 2010 — 2011
M.S.M., IT Management
Ashford University 2009 — 2010
M.S, Teaching and Learning with Technology
University of North Carolina at Greensboro
B.A., Economics
Kathi Holst Kathi Holst's Touche Ross Experience December 1979 - March 1984
Job President, RCMS
Industry Construction
Experience
ARTBA (American Road & Transportation Builders Association October 2011 - Present
American Traffic Safety Services Association (ATSSA) 1990 - Present
RoadSafe Traffic Systems, Inc. September 1988 - December 2012
ATSS Foundation January 1988 - November 2009
NES Traffic Safety, LP September 1999 - October 2007
American Traffic Safety Services Assn. 2003 - 2004
ACCI (Alternate Construction Controls, Inc.) August 1988 - September 1999
Touche Ross December 1979 - March 1984
Skills
Budgets, Contract Management, Analysis, Team Leadership, Executive Management, Process Scheduler, Transportation, Product Development, Procurement, New Business Development, Highways, Construction Management, Customer Service, Financial Analysis, Business Planning, Construction, Pricing, Contract Negotiation, Negotiation, Business Development, Sales Management, Inventory Management, Business Strategy, Team Building, Process Improvement, Project Management, Accounting, Road, Civil Engineering, Operations Management, Project Planning, Proposal Writing, Project Bidding, Sales, Value Engineering, Strategic Planning, Contractors, Microsoft Excel, Logistics, Project Estimation, Management, Forecasting, Marketing Strategy, Purchasing, Government, Transportation Planning, Bridge, Subcontracting, Microsoft Office, Leadership
Education
Bradley University 1976 — 1979
BA, Accounting
Bradley University 1976 — 1979
BA, Accounting
ARTBA (American Road & Transportation Builders Association October 2011 - Present
American Traffic Safety Services Association (ATSSA) 1990 - Present
RoadSafe Traffic Systems, Inc. September 1988 - December 2012
ATSS Foundation January 1988 - November 2009
NES Traffic Safety, LP September 1999 - October 2007
American Traffic Safety Services Assn. 2003 - 2004
ACCI (Alternate Construction Controls, Inc.) August 1988 - September 1999
Touche Ross December 1979 - March 1984
Skills
Budgets, Contract Management, Analysis, Team Leadership, Executive Management, Process Scheduler, Transportation, Product Development, Procurement, New Business Development, Highways, Construction Management, Customer Service, Financial Analysis, Business Planning, Construction, Pricing, Contract Negotiation, Negotiation, Business Development, Sales Management, Inventory Management, Business Strategy, Team Building, Process Improvement, Project Management, Accounting, Road, Civil Engineering, Operations Management, Project Planning, Proposal Writing, Project Bidding, Sales, Value Engineering, Strategic Planning, Contractors, Microsoft Excel, Logistics, Project Estimation, Management, Forecasting, Marketing Strategy, Purchasing, Government, Transportation Planning, Bridge, Subcontracting, Microsoft Office, Leadership
Education
Bradley University 1976 — 1979
BA, Accounting
Bradley University 1976 — 1979
BA, Accounting
Jeffrey Siegel's Touche Ross Experience 1984 - 1988
Job Vice President Legal Affairs at United Bank
Industry Financial Services
Experience
United Bank April 2014 - Present
United Bank November 2013 - April 2014
United Wealth Management Group August 2009 - April 2014
US Trust Bank of America March 2006 - March 2009
Cooley Shrair, PC January 2001 - March 2006
Withers Bergman LLP February 1999 - December 2000
Hassett, George & Siegel, PC December 1992 - February 1999
Touche Ross 1984 - 1988
Skills
Series 7, Capital Markets, Estate Administration, Estate Planning, Investments, Tax, Corporate Law, Wealth Management, Trusts, Finance, Project Planning, Corporate Governance, Financial Planners, High Net Worth..., Limited Partnerships, Risk Management, Management, Advertising, Estate Law, Insurance, Blogging, Legal Advice, Financial Services, Banking, Real Estate Transactions, LLC, Courts, Business Planning, Asset Management, Retirement Planning, Real Estate
Education
New York University School of Law 1984 — 1988
LL.M. in Taxation, Taxation, Estate Planning
The University of Connecticut School of Law 1981 — 1984
JD, Taxation, Estate Planning, Business Law
Clark University 1977 — 1981
BA with Higher Honors (English), English, Literature
Trumbull High School 1974 — 1977
United Bank April 2014 - Present
United Bank November 2013 - April 2014
United Wealth Management Group August 2009 - April 2014
US Trust Bank of America March 2006 - March 2009
Cooley Shrair, PC January 2001 - March 2006
Withers Bergman LLP February 1999 - December 2000
Hassett, George & Siegel, PC December 1992 - February 1999
Touche Ross 1984 - 1988
Skills
Series 7, Capital Markets, Estate Administration, Estate Planning, Investments, Tax, Corporate Law, Wealth Management, Trusts, Finance, Project Planning, Corporate Governance, Financial Planners, High Net Worth..., Limited Partnerships, Risk Management, Management, Advertising, Estate Law, Insurance, Blogging, Legal Advice, Financial Services, Banking, Real Estate Transactions, LLC, Courts, Business Planning, Asset Management, Retirement Planning, Real Estate
Education
New York University School of Law 1984 — 1988
LL.M. in Taxation, Taxation, Estate Planning
The University of Connecticut School of Law 1981 — 1984
JD, Taxation, Estate Planning, Business Law
Clark University 1977 — 1981
BA with Higher Honors (English), English, Literature
Trumbull High School 1974 — 1977
Keith Winnick Keith Winnick's Touche Ross Experience September 1986 - January 1988
Job President and Sole Shareholder at Keith Winnick, CPA, PC
Industry Accounting
Experience
Lane Community College September 2008 - Present
Keith Winnick, CPA, PC January 1999 - Present
Northwest Christian College August 2005 - July 2007
Strabala, Ramirez & Associates, CPA's, Irvine, CA January 1998 - December 1998
Keith Winnick, CPA January 1991 - December 1997
Charles, Blank and Zimmer, CPA's Sherman Oaks, CA February 1988 - December 1990
Touche Ross September 1986 - January 1988
Skills
Auditing, QuickBooks, Internal Audit, Research, Strategic Planning, Management, Managerial Finance, Customer Service, Microsoft Office, Social Networking, Team Leadership, Public Speaking, Outlook, Financial Statements, Microsoft Excel, Microsoft Word, Teaching, Project Management, Leadership Development, PowerPoint, Recruiting, Leadership, Time Management, Training, Nonprofits, Higher Education, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2009
MBA, Business
California State University-Northridge 1982 — 1986
B.S., Business Administration
Los Angeles Valley College 1980 — 1982
Associate of Arts
Lane Community College September 2008 - Present
Keith Winnick, CPA, PC January 1999 - Present
Northwest Christian College August 2005 - July 2007
Strabala, Ramirez & Associates, CPA's, Irvine, CA January 1998 - December 1998
Keith Winnick, CPA January 1991 - December 1997
Charles, Blank and Zimmer, CPA's Sherman Oaks, CA February 1988 - December 1990
Touche Ross September 1986 - January 1988
Skills
Auditing, QuickBooks, Internal Audit, Research, Strategic Planning, Management, Managerial Finance, Customer Service, Microsoft Office, Social Networking, Team Leadership, Public Speaking, Outlook, Financial Statements, Microsoft Excel, Microsoft Word, Teaching, Project Management, Leadership Development, PowerPoint, Recruiting, Leadership, Time Management, Training, Nonprofits, Higher Education, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2009
MBA, Business
California State University-Northridge 1982 — 1986
B.S., Business Administration
Los Angeles Valley College 1980 — 1982
Associate of Arts
Bob Zobel Bob Zobel's Touche Ross Experience December 1973 - December 1989
Job Consultant
Industry Financial Services
Experience
Own Account February 2014 - Present
XN Financial Inc. July 2008 - January 2014
Own Account August 2006 - July 2008
Gateway Insurance July 2003 - August 2006
Nobel Learning Communities March 2002 - July 2003
MARS Music, Inc February 1996 - March 2002
Deloitte & Touche December 1989 - February 1996
Empery 1982 - 1990
Touche Ross December 1973 - December 1989
Skills
Corporate Finance, Mergers, Due Diligence, Private Equity, Tax, Insurance, Finance, Financial Reporting, Strategic Financial..., Accounting, Risk Management, Mergers & Acquisitions, Business Development, Budgets, Negotiation, Analysis, Management, Start-ups, Investments, Financial Modeling, Executive Management, Managerial Finance, Underwriting, Valuation, Acquisition Integration, Business Valuation, Corporate Governance, Cash Management, US GAAP, Sarbanes-Oxley, Financial Planning, Sarbanes-Oxley Act
Education
Boston University School of Law 1973 — 1974
Master of Laws (LLM), Taxation
Willamette University College of Law 1970 — 1973
J.D., Law
Claremont McKenna College 1966 — 1970
Bachelor of Arts (B.A.), Economics
Own Account February 2014 - Present
XN Financial Inc. July 2008 - January 2014
Own Account August 2006 - July 2008
Gateway Insurance July 2003 - August 2006
Nobel Learning Communities March 2002 - July 2003
MARS Music, Inc February 1996 - March 2002
Deloitte & Touche December 1989 - February 1996
Empery 1982 - 1990
Touche Ross December 1973 - December 1989
Skills
Corporate Finance, Mergers, Due Diligence, Private Equity, Tax, Insurance, Finance, Financial Reporting, Strategic Financial..., Accounting, Risk Management, Mergers & Acquisitions, Business Development, Budgets, Negotiation, Analysis, Management, Start-ups, Investments, Financial Modeling, Executive Management, Managerial Finance, Underwriting, Valuation, Acquisition Integration, Business Valuation, Corporate Governance, Cash Management, US GAAP, Sarbanes-Oxley, Financial Planning, Sarbanes-Oxley Act
Education
Boston University School of Law 1973 — 1974
Master of Laws (LLM), Taxation
Willamette University College of Law 1970 — 1973
J.D., Law
Claremont McKenna College 1966 — 1970
Bachelor of Arts (B.A.), Economics
Liz Hoadley, CPA Liz Hoadley, CPA's Touche Ross Experience January 1984 - January 1986
Job Finance Director at Horizons Foundation
Industry Nonprofit Organization Management
Experience
Horizons Foundation March 2009 - Present
Episcopal Charities 2003 - 2013
Accounting Solutions January 1997 - January 2003
J. Walter Thompson, Advertising Agency January 1989 - January 1997
Oakland Museum Association January 1987 - January 1989
San Francisco Ballet January 1986 - January 1987
Touche Ross January 1984 - January 1986
Skills
Program Management, Finance, Grants, Accounting, Budgets, Management, Program Development, Strategic Planning, Financial Analysis, Grant Writing
Education
University of California Extension 2002 — 2003
Cerificate, Project Management
California State University-East Bay
BS, Business
Horizons Foundation March 2009 - Present
Episcopal Charities 2003 - 2013
Accounting Solutions January 1997 - January 2003
J. Walter Thompson, Advertising Agency January 1989 - January 1997
Oakland Museum Association January 1987 - January 1989
San Francisco Ballet January 1986 - January 1987
Touche Ross January 1984 - January 1986
Skills
Program Management, Finance, Grants, Accounting, Budgets, Management, Program Development, Strategic Planning, Financial Analysis, Grant Writing
Education
University of California Extension 2002 — 2003
Cerificate, Project Management
California State University-East Bay
BS, Business
Leesa White Leesa White's Touche Ross Experience 1981 - 1984
Job Director Tax at EOG Resources, Inc.
Industry Oil & Energy
Experience
EOG Resources, Inc. April 2004 - Present
Enron International 1993 - 2004
M.W. Kellogg 1984 - 1993
Touche Ross 1981 - 1984
Bureau of Fiscal Documentation (IBFD) 1979 - 1981
Shalco Systems 1972 - 1976
Skills
Corporate Tax, Due Diligence, FATCA, U.S. Information..., International Tax...
Education
Case Western Reserve University School of Law 1976 — 1979
Juris Doctor (J.D.)
Indiana University Bloomington 1971 — 1972
Master's Degree, Russian Language and Literature
Indiana University Bloomington 1968 — 1971
Bachelor's Degree, Russian Language and Literature
EOG Resources, Inc. April 2004 - Present
Enron International 1993 - 2004
M.W. Kellogg 1984 - 1993
Touche Ross 1981 - 1984
Bureau of Fiscal Documentation (IBFD) 1979 - 1981
Shalco Systems 1972 - 1976
Skills
Corporate Tax, Due Diligence, FATCA, U.S. Information..., International Tax...
Education
Case Western Reserve University School of Law 1976 — 1979
Juris Doctor (J.D.)
Indiana University Bloomington 1971 — 1972
Master's Degree, Russian Language and Literature
Indiana University Bloomington 1968 — 1971
Bachelor's Degree, Russian Language and Literature
Pierre Geoffrion, CPA CA Fellow Adm.A. Pl. Fin. Pierre Geoffrion, CPA CA Fellow Adm.A. Pl. Fin.'s Touche Ross Experience August 1980 - April 1986
Job Director in Executive Compensation at Towers Watson
Industry Human Resources
Experience
Towers Watson June 2006 - Present
Aon Consulting June 2002 - June 2006
Towers Perrin July 1999 - June 2002
Montrusco Bolton May 1998 - February 1999
T.E. Financial Consultants January 1988 - April 1998
PC Plus April 1986 - December 1987
Touche Ross August 1980 - April 1986
Skills
Executive Compensation, Executive Pay, Deferred Compensation, Incentive Programs, Defined Benefit, Employee Benefits, Pensions, Organizational Design, Finance, Job Evaluation, Compensation & Benefit, HR Consulting, Human Capital, Financial Planning
Education
Concordia University 1977 — 1981
BCOM, Accounting
Towers Watson June 2006 - Present
Aon Consulting June 2002 - June 2006
Towers Perrin July 1999 - June 2002
Montrusco Bolton May 1998 - February 1999
T.E. Financial Consultants January 1988 - April 1998
PC Plus April 1986 - December 1987
Touche Ross August 1980 - April 1986
Skills
Executive Compensation, Executive Pay, Deferred Compensation, Incentive Programs, Defined Benefit, Employee Benefits, Pensions, Organizational Design, Finance, Job Evaluation, Compensation & Benefit, HR Consulting, Human Capital, Financial Planning
Education
Concordia University 1977 — 1981
BCOM, Accounting
Norman Grove MBA MEd's Touche Ross Experience June 1979 - July 1982
Job Mortgage Agent at Benson Mortgages
Industry Financial Services
Experience
Peel District School Board January 1990 - June 2012
Dufferin County School Board December 1991 - January 1998
Touche Ross June 1979 - July 1982
Autair Helicopters, Spartan, Air America among others May 1966 - August 1972
Education
Columbia University in the City of New York 1978 — 1978
Organizational Leadership, A
University of Toronto 1973 — 1980
Master of Business Administration (M.B.A.), General
St.John's University 2010 — 2010
Post Graduate Certificate, School of Risk Management, A
Humber College 1982 — 1984
Diploma Radio Broadcasting, Broadcast Journalism, A Deans List
University of London 1975 — 1977
Bachelor’s Degree, Contract, Criminal, UK Consitutional and UK Legal System, 1st class honours
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1973 — 1979
BAS, Accounting and Finance
University of Ottawa / Université d'Ottawa 1968 — 1969
Master of Education (MEd), Educational Administration
Carleton University 1964 — 1968
Bachelor of Arts (B.A.), Mathematics and Economics. Degree includes a minor in Spanish.
Ottawa Teacher's College 1966 — 1967
Ontario Teaching Certificate, Elementary Education and Teaching, A
Peel District School Board January 1990 - June 2012
Dufferin County School Board December 1991 - January 1998
Touche Ross June 1979 - July 1982
Autair Helicopters, Spartan, Air America among others May 1966 - August 1972
Education
Columbia University in the City of New York 1978 — 1978
Organizational Leadership, A
University of Toronto 1973 — 1980
Master of Business Administration (M.B.A.), General
St.John's University 2010 — 2010
Post Graduate Certificate, School of Risk Management, A
Humber College 1982 — 1984
Diploma Radio Broadcasting, Broadcast Journalism, A Deans List
University of London 1975 — 1977
Bachelor’s Degree, Contract, Criminal, UK Consitutional and UK Legal System, 1st class honours
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1973 — 1979
BAS, Accounting and Finance
University of Ottawa / Université d'Ottawa 1968 — 1969
Master of Education (MEd), Educational Administration
Carleton University 1964 — 1968
Bachelor of Arts (B.A.), Mathematics and Economics. Degree includes a minor in Spanish.
Ottawa Teacher's College 1966 — 1967
Ontario Teaching Certificate, Elementary Education and Teaching, A
Raymond Roche Raymond Roche's Touche Ross Experience 1984 - 1986
Job First Vice President Internal Audit Department at Israel Discount Bank
Industry Banking
Experience
Israel Discount Bank February 2007 - Present
Mosaica Education, Inc. 2005 - 2007
Moody's Corporation 2004 - 2005
Nordea 1996 - 2004
Chase 1987 - 1996
Paine Webber 1986 - 1987
Touche Ross 1984 - 1986
Peat Marwick 1977 - 1983
JCPenney 1975 - 1977
Skills
Banking, Enterprise Risk..., Regulatory Risk..., Anti Money Laundering, Market Risk Management, Liquidity Risk..., Credit Risk Management, Operational Risk..., Strategic Risk..., Reputational Risk..., Settlement Risk..., Financial Risk..., Internal Audit, Internal Controls, Credit Analysis, Loans, Corporate Finance, Capital Markets, Private Banking, Investment Banking, Commercial Lending, Asset and Liability..., Treasury Investment..., Other Than Temporary..., Treasury Foreign..., Structured Products, Derivatives, Financial Analysis, Finance, Cash Management, Strategic Financial..., Trade Finance, Custody Management, Retail Banking, Asset Managment, Regulatory Compliance, Financial Reporting, Call Report Review, Sarbanes-Oxley Act, Bank Secrecy Act, OFAC, Basel II and Basel III, Dodd Frank Requirements, Financial Services, Liquidity Coverage Ratio, Funding Analyses, Internal Capital..., Pledged Loans Capital..., Fraud Examination, Computer Audit
Education
City University of New York-Brooklyn College 1972 — 1975
Bachelor's Degree, Accounting
Israel Discount Bank February 2007 - Present
Mosaica Education, Inc. 2005 - 2007
Moody's Corporation 2004 - 2005
Nordea 1996 - 2004
Chase 1987 - 1996
Paine Webber 1986 - 1987
Touche Ross 1984 - 1986
Peat Marwick 1977 - 1983
JCPenney 1975 - 1977
Skills
Banking, Enterprise Risk..., Regulatory Risk..., Anti Money Laundering, Market Risk Management, Liquidity Risk..., Credit Risk Management, Operational Risk..., Strategic Risk..., Reputational Risk..., Settlement Risk..., Financial Risk..., Internal Audit, Internal Controls, Credit Analysis, Loans, Corporate Finance, Capital Markets, Private Banking, Investment Banking, Commercial Lending, Asset and Liability..., Treasury Investment..., Other Than Temporary..., Treasury Foreign..., Structured Products, Derivatives, Financial Analysis, Finance, Cash Management, Strategic Financial..., Trade Finance, Custody Management, Retail Banking, Asset Managment, Regulatory Compliance, Financial Reporting, Call Report Review, Sarbanes-Oxley Act, Bank Secrecy Act, OFAC, Basel II and Basel III, Dodd Frank Requirements, Financial Services, Liquidity Coverage Ratio, Funding Analyses, Internal Capital..., Pledged Loans Capital..., Fraud Examination, Computer Audit
Education
City University of New York-Brooklyn College 1972 — 1975
Bachelor's Degree, Accounting
Wynn Gerber Wynn Gerber's Touche Ross Experience August 1978 - September 1983
Job CFO/Controller at The Dalad Group
Industry Real Estate
Experience
the Dalad Group December 1989 - Present
King James Group October 1983 - December 1989
Touche Ross August 1978 - September 1983
Skills
Accounting, Budgets, Auditing, Accounts Receivable, Accounts Payable, Internal Audit, Finance, Sales, Nonprofits, Financial Statements, Management, Financial Reporting, CPA, Internal Controls, Financial Analysis
Education
Kent State 1977 — 1978
Masters of Science Degree, Accounting
Cedarville University 1973 — 1977
BA, Business Administration
the Dalad Group December 1989 - Present
King James Group October 1983 - December 1989
Touche Ross August 1978 - September 1983
Skills
Accounting, Budgets, Auditing, Accounts Receivable, Accounts Payable, Internal Audit, Finance, Sales, Nonprofits, Financial Statements, Management, Financial Reporting, CPA, Internal Controls, Financial Analysis
Education
Kent State 1977 — 1978
Masters of Science Degree, Accounting
Cedarville University 1973 — 1977
BA, Business Administration
David Davies David Davies's Touche Ross Experience September 1978 - December 1981
Job Vice Chairman of the Executive Board, CFO at OMV AG
Industry Oil & Energy
Experience
OMV AG April 2002 - Present
Nova Chemicals Inc 2009 - 2010
Morgan Crucible Company Plc March 2000 - March 2002
London International Group Plc June 1997 - December 1999
The Walt Disney Company November 1994 - May 1997
Grand Metropolitan Plc December 1988 - October 1994
BOC Group Plc October 1983 - November 1988
Price Waterhouse January 1982 - September 1983
Touche Ross September 1978 - December 1981
Education
Cass Business School 1986 — 1988
MBA
Institute of Chartered Accountants in England and Wales 1978 — 1981
FCA, Chartered Accountant
University of Liverpool 1975 — 1978
BA (Hons), Economics
OMV AG April 2002 - Present
Nova Chemicals Inc 2009 - 2010
Morgan Crucible Company Plc March 2000 - March 2002
London International Group Plc June 1997 - December 1999
The Walt Disney Company November 1994 - May 1997
Grand Metropolitan Plc December 1988 - October 1994
BOC Group Plc October 1983 - November 1988
Price Waterhouse January 1982 - September 1983
Touche Ross September 1978 - December 1981
Education
Cass Business School 1986 — 1988
MBA
Institute of Chartered Accountants in England and Wales 1978 — 1981
FCA, Chartered Accountant
University of Liverpool 1975 — 1978
BA (Hons), Economics
Ivan Blum Ivan Blum's Touche Ross Experience March 1973 - December 1986
Job Adjunct Professor, Global Executive & Management Consultant
Industry Information Technology and Services
Experience
University of Connecticut & Albertus Magnus College July 2009 - Present
Zintro Inc January 2014 - Present
IBM Corporate Headquarters July 2005 - March 2009
IBM Research July 2003 - July 2005
IBM Global Services July 1999 - July 2003
IDN LLC September 1996 - July 1999
Grant Thornton February 1995 - November 1996
A.T. Kearney January 1989 - December 1994
Touche Ross March 1973 - December 1986
Skills
Program Management, Strategic Planning, Process Improvement, Supply Chain Management, IT Management, Cross-functional Team..., Manufacturing, Business Strategy, Management Consulting, Leadership, Consulting, Team Building, Business Development, Management, Outsourcing, Consultative Selling, Manufacturing..., Emerging Technologies, Collaboration Processes, Emerging, Collaborative Leadership, International Business, Operations Management, Innovation Management, Entrepreneurship, Product Development, Six Sigma, Business Process..., Lean Manufacturing, Competitive Analysis, Business Intelligence, Change Management, Business Process..., Analysis, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 1968 — 1969
MBA, Operations Management
Cornell University 1967 — 1968
MS, Industrial Engineering & Operations Research
Cornell University 1963 — 1967
BS, Engineering Physics
University of Connecticut & Albertus Magnus College July 2009 - Present
Zintro Inc January 2014 - Present
IBM Corporate Headquarters July 2005 - March 2009
IBM Research July 2003 - July 2005
IBM Global Services July 1999 - July 2003
IDN LLC September 1996 - July 1999
Grant Thornton February 1995 - November 1996
A.T. Kearney January 1989 - December 1994
Touche Ross March 1973 - December 1986
Skills
Program Management, Strategic Planning, Process Improvement, Supply Chain Management, IT Management, Cross-functional Team..., Manufacturing, Business Strategy, Management Consulting, Leadership, Consulting, Team Building, Business Development, Management, Outsourcing, Consultative Selling, Manufacturing..., Emerging Technologies, Collaboration Processes, Emerging, Collaborative Leadership, International Business, Operations Management, Innovation Management, Entrepreneurship, Product Development, Six Sigma, Business Process..., Lean Manufacturing, Competitive Analysis, Business Intelligence, Change Management, Business Process..., Analysis, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 1968 — 1969
MBA, Operations Management
Cornell University 1967 — 1968
MS, Industrial Engineering & Operations Research
Cornell University 1963 — 1967
BS, Engineering Physics
Andreanna Ksidakis's Touche Ross Experience August 1984 - June 1986
Job
Industry Legal Services
Experience
Sutter Health October 1992 - Present
McDonough Holland & Allen June 1986 - October 1992
Touche Ross August 1984 - June 1986
Skills
Tax, Healthcare, Corporate Governance, Business, Non-profits, Strategic Planning, Negotiation, Accounting, Mergers
Education
University of the Pacific - McGeorge School of Law 1981 — 1984
Doctor of Law (J.D.)
California State University-Sacramento 1977 — 1981
B.S.
San Joaquin Delta College 1976 — 1977
Sutter Health October 1992 - Present
McDonough Holland & Allen June 1986 - October 1992
Touche Ross August 1984 - June 1986
Skills
Tax, Healthcare, Corporate Governance, Business, Non-profits, Strategic Planning, Negotiation, Accounting, Mergers
Education
University of the Pacific - McGeorge School of Law 1981 — 1984
Doctor of Law (J.D.)
California State University-Sacramento 1977 — 1981
B.S.
San Joaquin Delta College 1976 — 1977
Juany Jardines's Touche Ross Experience 1981 - 1982
Job Director, Surgery Informatics & Research Computing at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center November 2009 - Present
Memorial Sloan-Kettering Cancer Center March 1999 - March 2010
Prudential Securities 1995 - 1999
Bankers Trust 1982 - 1986
Touche Ross 1981 - 1982
Showtime 1980 - 1981
Skills
Healthcare Information..., Healthcare, Program Management, Strategic Planning, Project Management, Process Improvement, Security, Team Building, ITIL, Strategy, Change Management, Enterprise Architecture, Business Intelligence, Teaching, HIPAA, Quality Assurance, PeopleSoft, Integration, SharePoint, Disaster Recovery
Education
New York University 1984 — 1986
Atmospheric Science
City University of New York-Hunter College 1978 — 1982
BA, Environmental Science
Memorial Sloan-Kettering Cancer Center November 2009 - Present
Memorial Sloan-Kettering Cancer Center March 1999 - March 2010
Prudential Securities 1995 - 1999
Bankers Trust 1982 - 1986
Touche Ross 1981 - 1982
Showtime 1980 - 1981
Skills
Healthcare Information..., Healthcare, Program Management, Strategic Planning, Project Management, Process Improvement, Security, Team Building, ITIL, Strategy, Change Management, Enterprise Architecture, Business Intelligence, Teaching, HIPAA, Quality Assurance, PeopleSoft, Integration, SharePoint, Disaster Recovery
Education
New York University 1984 — 1986
Atmospheric Science
City University of New York-Hunter College 1978 — 1982
BA, Environmental Science
Brad O'Shoney's Touche Ross Experience 1982 - 1986
Job Managing Director of Resources Global Professionals
Industry Staffing and Recruiting
Experience
Resources Global Professionals 2007 - Present
Mercy Children's Clinic 2006 - Present
Horizon Resource Group December 2003 - May 2007
Pen Holdings, Inc. 1988 - 2001
Blevins, Inc. 1986 - 1988
Touche Ross 1982 - 1986
Education
Austin Peay State University 1978 — 1982
Resources Global Professionals 2007 - Present
Mercy Children's Clinic 2006 - Present
Horizon Resource Group December 2003 - May 2007
Pen Holdings, Inc. 1988 - 2001
Blevins, Inc. 1986 - 1988
Touche Ross 1982 - 1986
Education
Austin Peay State University 1978 — 1982
Candace Demele's Touche Ross Experience 1985 - 1988
Job Senior Director at Accretive Solutions and Accounting Consultant
Industry Accounting
Experience
Accretive Solutions ConsultantPacific Biosciences2009 - 2010
VeriSign 2007 - 2008
VeriSign 2007 - 2008
VeriSign 2007 - 2008
Mercury Interactive, Inc. 2005 - 2006
MIPS Technologies March 1999 - February 2000
Global Village Communication February 1992 - March 1997
Fujitsu 1989 - 1992
Touche Ross 1985 - 1988
Skills
SOX, Program Management, Process Improvement, ERP, Business Process
Education
California State University-East Bay 1980 — 1985
Accretive Solutions ConsultantPacific Biosciences2009 - 2010
VeriSign 2007 - 2008
VeriSign 2007 - 2008
VeriSign 2007 - 2008
Mercury Interactive, Inc. 2005 - 2006
MIPS Technologies March 1999 - February 2000
Global Village Communication February 1992 - March 1997
Fujitsu 1989 - 1992
Touche Ross 1985 - 1988
Skills
SOX, Program Management, Process Improvement, ERP, Business Process
Education
California State University-East Bay 1980 — 1985
Andrew Chasen's Touche Ross Experience 1987 - 1989
Job Owner at Chasen Advisors
Industry Financial Services
Experience
Markit August 2006 - May 2009
Chasen Enterprises October 1989 - August 2006
Touche Ross 1987 - 1989
Education
Brown University 1983 — 1987
Markit August 2006 - May 2009
Chasen Enterprises October 1989 - August 2006
Touche Ross 1987 - 1989
Education
Brown University 1983 — 1987
Martha Gallagher's Touche Ross Experience September 1981 - January 1983
Job CoFounder and Managing Partner at AdvisorAdit
Industry Financial Services
Experience
AdvisorAdit June 2011 - Present
RIA Consulting Services September 2010 - December 2011
Fidelity Investments 2000 - December 2010
MMG Consulting, Wellesley, MA October 1999 - December 2000
BancBoston Robertson Stephens January 1995 - October 1999
BankBoston January 1990 - January 1995
Marine Midland Banks January 1983 - January 1990
Touche Ross September 1981 - January 1983
Skills
Sales, Sales Management, Developing Client..., Client Relationship..., Strategic Planning, Strategy, Account Management, Product Management, Strategy Alignment, Strategy Implementation, Sales Management, Business Development, Mutual Funds, CRM, Financial Services, Investments, Finance, Asset Management, Financial Advisory, Private Equity, Capital Markets, Risk Management, Wealth Management
Education
Columbia University in the City of New York
BA, Anthropology
New York University - Leonard N. Stern School of Business
MBA, Finance
AdvisorAdit June 2011 - Present
RIA Consulting Services September 2010 - December 2011
Fidelity Investments 2000 - December 2010
MMG Consulting, Wellesley, MA October 1999 - December 2000
BancBoston Robertson Stephens January 1995 - October 1999
BankBoston January 1990 - January 1995
Marine Midland Banks January 1983 - January 1990
Touche Ross September 1981 - January 1983
Skills
Sales, Sales Management, Developing Client..., Client Relationship..., Strategic Planning, Strategy, Account Management, Product Management, Strategy Alignment, Strategy Implementation, Sales Management, Business Development, Mutual Funds, CRM, Financial Services, Investments, Finance, Asset Management, Financial Advisory, Private Equity, Capital Markets, Risk Management, Wealth Management
Education
Columbia University in the City of New York
BA, Anthropology
New York University - Leonard N. Stern School of Business
MBA, Finance
Debbie Listman's Touche Ross Experience September 1984 - September 1988
Job COO at Teleflora
Industry Executive Office
Experience
Teleflora June 2006 - Present
The Franklin Mint September 1988 - June 2006
Touche Ross September 1984 - September 1988
Skills
Cross-functional Team..., Team Building, Forecasting, Strategic Planning, Process Improvement, Management, Budgets, Microsoft Excel, Account Management, Leadership, Mergers & Acquisitions, P&L Management, Business Analysis, Business Development, Business Strategy, Customer Service, Training, Marketing Strategy, Leadership Development, Strategic Partnerships, Coaching, Strategy
Education
Bloomsburg University of Pennsylvania 1980 — 1984
Bachelors of Science, Accounting
Teleflora June 2006 - Present
The Franklin Mint September 1988 - June 2006
Touche Ross September 1984 - September 1988
Skills
Cross-functional Team..., Team Building, Forecasting, Strategic Planning, Process Improvement, Management, Budgets, Microsoft Excel, Account Management, Leadership, Mergers & Acquisitions, P&L Management, Business Analysis, Business Development, Business Strategy, Customer Service, Training, Marketing Strategy, Leadership Development, Strategic Partnerships, Coaching, Strategy
Education
Bloomsburg University of Pennsylvania 1980 — 1984
Bachelors of Science, Accounting
Bill Burdo's Touche Ross Experience January 1978 - April 1980
Job Retired Senior Accounting analyst at Nissan
Industry Automotive
Experience
Nissan January 1999 - April 2015
Lear Siegler Services, Inc. April 1980 - June 1986
Touche Ross January 1978 - April 1980
Skills
Hyperion Enterprise, Cost Accounting, Internal Controls, Variance Analysis, SAP, Sarbanes-Oxley Act, Essbase
Education
California State University-Los Angeles 1975 — 1977
Bachelor of Science (B.S.), Business/Commerce, Accounting
Nissan January 1999 - April 2015
Lear Siegler Services, Inc. April 1980 - June 1986
Touche Ross January 1978 - April 1980
Skills
Hyperion Enterprise, Cost Accounting, Internal Controls, Variance Analysis, SAP, Sarbanes-Oxley Act, Essbase
Education
California State University-Los Angeles 1975 — 1977
Bachelor of Science (B.S.), Business/Commerce, Accounting
Mark Robinow's Touche Ross Experience 1980 - 1984
Job CFO at Margaritaville Enterprises
Industry Restaurants
Experience
Margaritaville Enterprises May 2012 - Present
Kona Grill October 2004 - November 2011
IDeaS 2000 - 2004
Zonetrader, Inc 2000 - 2000
Rainforest Cafe 1995 - 2000
Touche Ross 1980 - 1984
Skills
Strategic Planning
Education
University of Rochester - Simon Business School 1978 — 1980
MBA, Finance
Cornell College 1974 — 1978
BA, Economics
Margaritaville Enterprises May 2012 - Present
Kona Grill October 2004 - November 2011
IDeaS 2000 - 2004
Zonetrader, Inc 2000 - 2000
Rainforest Cafe 1995 - 2000
Touche Ross 1980 - 1984
Skills
Strategic Planning
Education
University of Rochester - Simon Business School 1978 — 1980
MBA, Finance
Cornell College 1974 — 1978
BA, Economics
Allen Heery's Touche Ross Experience August 1989 - March 1993
Job Chief Financial Officer at Institutional Shareholder Services
Industry Financial Services
Experience
Institutional Shareholder Services May 2014 - Present
MSCI December 1998 - April 2014
Morgan Stanley April 1993 - December 2007
Touche Ross August 1989 - March 1993
Skills
Accounting, Corporate FP&A, Department Budgeting, Analytics, M&A experience, IPO, Financial Reporting, Financial Modeling, International Accounting, Office Administration, Sales Operations, SaaS
Education
Cardiff University 1986 — 1989
Bachelor of Science (BS), Mathematics
Woodhouse School 1986 — 1988
Institutional Shareholder Services May 2014 - Present
MSCI December 1998 - April 2014
Morgan Stanley April 1993 - December 2007
Touche Ross August 1989 - March 1993
Skills
Accounting, Corporate FP&A, Department Budgeting, Analytics, M&A experience, IPO, Financial Reporting, Financial Modeling, International Accounting, Office Administration, Sales Operations, SaaS
Education
Cardiff University 1986 — 1989
Bachelor of Science (BS), Mathematics
Woodhouse School 1986 — 1988
Cindy Reed-Stiene's Touche Ross Experience July 1981 - September 1983
Job Manager at Wildes, Stevens, Brackens
Industry Accounting
Experience
Walker Consulting Group November 1998 - Present
Dean Witter September 1983 - February 1987
Touche Ross July 1981 - September 1983
Education
City University of New York-Baruch College 1977 — 1981
BBA, Accounting
Walker Consulting Group November 1998 - Present
Dean Witter September 1983 - February 1987
Touche Ross July 1981 - September 1983
Education
City University of New York-Baruch College 1977 — 1981
BBA, Accounting
Sue Landis's Touche Ross Experience February 1984 - July 1987
Job Sr. Consultant at Ruhter & Reynolds
Industry Research
Experience
Ruhter & Reynolds Research ConsultantSartain & CompanyAugust 1987 - March 1998
Touche Ross February 1984 - July 1987
Coopers & Lybrand November 1981 - February 1984
Education
Boston University 1971 — 1973
Ruhter & Reynolds Research ConsultantSartain & CompanyAugust 1987 - March 1998
Touche Ross February 1984 - July 1987
Coopers & Lybrand November 1981 - February 1984
Education
Boston University 1971 — 1973
David M. Johnson's Touche Ross Experience 1983 - 1985
Job VP & Global Head Public Sector Group
Industry Information Technology and Services
Experience
Cognizant Technology Solutions 2008 - Present
Protiviti 2005 - 2008
Maximus 2002 - 2004
Deloitte 1987 - 2002
Nolan, Norton & Co. 1985 - 1987
Touche Ross 1983 - 1985
Skills
IT Strategy, IT Outsourcing, CIO Advisory Services, IT Governance, Government IT, Healthcare IT, Banking IT, SAP ERP, ERP Oracle, Pegasystems PRPC, Business Process..., IT GRC, Governance, Integration, Information Technology, Leadership, Enterprise Software, Program Management, Cloud Computing, Strategy, Sarbanes-Oxley Act, Management, Executive Management, Risk Management, P&L Management, Business Intelligence, Business Process, Business Transformation, Outsourcing
Education
Bentley University 1978 — 1981
Accounting and Computer Science
Cognizant Technology Solutions 2008 - Present
Protiviti 2005 - 2008
Maximus 2002 - 2004
Deloitte 1987 - 2002
Nolan, Norton & Co. 1985 - 1987
Touche Ross 1983 - 1985
Skills
IT Strategy, IT Outsourcing, CIO Advisory Services, IT Governance, Government IT, Healthcare IT, Banking IT, SAP ERP, ERP Oracle, Pegasystems PRPC, Business Process..., IT GRC, Governance, Integration, Information Technology, Leadership, Enterprise Software, Program Management, Cloud Computing, Strategy, Sarbanes-Oxley Act, Management, Executive Management, Risk Management, P&L Management, Business Intelligence, Business Process, Business Transformation, Outsourcing
Education
Bentley University 1978 — 1981
Accounting and Computer Science
David Ford, CPA's Touche Ross Experience 1986 - 1988
Job Senior Finance Manager at APL
Industry Transportation/Trucking/Railroad
Experience
APL 2000 - Present
APL 1995 - 2000
APL LTS Inc 1991 - 1995
Triple A Machine Shop 1988 - 1991
Touche Ross 1986 - 1988
Grant Thornton May 1984 - November 1986
Education
California State University-East Bay 1979 — 1984
APL 2000 - Present
APL 1995 - 2000
APL LTS Inc 1991 - 1995
Triple A Machine Shop 1988 - 1991
Touche Ross 1986 - 1988
Grant Thornton May 1984 - November 1986
Education
California State University-East Bay 1979 — 1984
Martin A Edelstein's Touche Ross Experience November 1984 - April 1986
Job Senior Tax Manager at Marks Paneth & Shron LLP
Industry Accounting
Experience
Marks Paneth & Shron LLP February 2013 - Present
Rosenberg Neuwirth & Kuchner CPAs 1991 - February 2013
Salibello & Broder LLP August 1989 - September 1990
M. Bernstein & Company CPAs October 1987 - August 1989
BDO Seidman, LLP August 1986 - September 1987
Touche Ross November 1984 - April 1986
Biller & Snyder CPAs October 1981 - October 1984
Skills
International Tax, Tax Research, Tax Returns, Estate Tax Planning, IRS, Income Tax, Tax Law, Tax Advisory, Personal Tax Planning, Estate Planning
Education
Boston University School of Law 1980 — 1981
LL.M., Taxation
Brooklyn Law School 1977 — 1980
J.D., Law
City University of New York-Brooklyn College 1973 — 1977
B.S., Accounting
Marks Paneth & Shron LLP February 2013 - Present
Rosenberg Neuwirth & Kuchner CPAs 1991 - February 2013
Salibello & Broder LLP August 1989 - September 1990
M. Bernstein & Company CPAs October 1987 - August 1989
BDO Seidman, LLP August 1986 - September 1987
Touche Ross November 1984 - April 1986
Biller & Snyder CPAs October 1981 - October 1984
Skills
International Tax, Tax Research, Tax Returns, Estate Tax Planning, IRS, Income Tax, Tax Law, Tax Advisory, Personal Tax Planning, Estate Planning
Education
Boston University School of Law 1980 — 1981
LL.M., Taxation
Brooklyn Law School 1977 — 1980
J.D., Law
City University of New York-Brooklyn College 1973 — 1977
B.S., Accounting
Art Letzler's Touche Ross Experience January 1974 - December 1979
Job Principal at Letzler & Co., LLC
Industry Management Consulting
Experience
Wachesaw Plantation Club January 2011 - January 2014
Letzler & Co., LLC May 2002 - December 2010
Wachesaw Plantation Club January 2006 - January 2008
Cap Gemini Ernst & Young May 2000 - July 2001
Ernst & Young Consulting June 1989 - May 2000
Ernst & Whinney December 1983 - June 1989
Data Sciences January 1980 - December 1983
Touche Ross January 1974 - December 1979
Burroughs June 1968 - January 1974
Skills
Process Improvement, Program Management, Management Consulting, Enterprise Software, Business Process, Outsourcing, Strategy, SDLC, Management, Project Management, Requirements Analysis
Education
College of Charleston 2002 — 2006
MS, Computer Science
Massachusetts Institute of Technology 1964 — 1968
SB, Management
Greencastle High School
Wachesaw Plantation Club January 2011 - January 2014
Letzler & Co., LLC May 2002 - December 2010
Wachesaw Plantation Club January 2006 - January 2008
Cap Gemini Ernst & Young May 2000 - July 2001
Ernst & Young Consulting June 1989 - May 2000
Ernst & Whinney December 1983 - June 1989
Data Sciences January 1980 - December 1983
Touche Ross January 1974 - December 1979
Burroughs June 1968 - January 1974
Skills
Process Improvement, Program Management, Management Consulting, Enterprise Software, Business Process, Outsourcing, Strategy, SDLC, Management, Project Management, Requirements Analysis
Education
College of Charleston 2002 — 2006
MS, Computer Science
Massachusetts Institute of Technology 1964 — 1968
SB, Management
Greencastle High School
Robert Margulies's Touche Ross Experience 1982 - 1983
Job Managing Partner at Drabkin& Margulies
Industry Law Practice
Experience
Drabkin& Margulies 1983 - Present
Touche Ross 1982 - 1983
Skills
Trial Attorney, Management, Public Speaking, Leadership, Start-ups, Analysis, Strategic Planning, Microsoft Excel, Research, Financial Analysis, Due Diligence
Education
Albany Law School of Union University 1979 — 1982
Juris Doctor, Law
Hofstra University 1975 — 1979
BBA, Accounting
Drabkin& Margulies 1983 - Present
Touche Ross 1982 - 1983
Skills
Trial Attorney, Management, Public Speaking, Leadership, Start-ups, Analysis, Strategic Planning, Microsoft Excel, Research, Financial Analysis, Due Diligence
Education
Albany Law School of Union University 1979 — 1982
Juris Doctor, Law
Hofstra University 1975 — 1979
BBA, Accounting
Marty Weiskott's Touche Ross Experience 1968 - 1973
Job Independent Accounting Professional
Industry Accounting
Experience
primarily NFP organizations consultantCarnegie Council for Ethics in International Affairs2009 - 2012
The Synergos Institute 2006 - 2012
Jawonio 2009 - 2010
self-employed 2003 - 2010
Scott & Daly 2005 - 2006
Royal Oak Foundation 2005 - 2006
Supermarkets General 1973 - 1988
Touche Ross 1968 - 1973
Education
City University of New York-Brooklyn College 1961 — 1966
primarily NFP organizations consultantCarnegie Council for Ethics in International Affairs2009 - 2012
The Synergos Institute 2006 - 2012
Jawonio 2009 - 2010
self-employed 2003 - 2010
Scott & Daly 2005 - 2006
Royal Oak Foundation 2005 - 2006
Supermarkets General 1973 - 1988
Touche Ross 1968 - 1973
Education
City University of New York-Brooklyn College 1961 — 1966
Ed Farren's Touche Ross Experience 1966 - 1970
Job Controller Manufacturer
Industry Accounting
Experience
BeaconMedæs 2008 - 2010
H3 Sportgear 2006 - 2007
Fontaine Modification company 2004 - 2006
Four Leaf Textiles 2003 - 2004
Chiron America 2002 - 2002
Carolina Pad & Paper 2002 - 2002
Kaiser Fluid Technologies 2000 - 2001
Hottinger Baldwin Measurements 1987 - 1992
Schenck Trebel Corporation 1979 - 1987
Touche Ross 1966 - 1970
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Management, Cost Accounting, ERP, Finance, Manufacturing, Accounts Receivable, Sarbanes-Oxley Act, Forecasting, Managerial Finance, Auditing, Budgets, Financial Modeling
Education
Central Piedmont Community College 1996 — 1998
AAS, Horticulture Technology
Fairleigh Dickinson University 1977 — 1979
MBA, Finance
Baruch College, City University of New York (CUNY) 1974 — 1975
MBA, Computer Methodology
Baruch College, City University of New York (CUNY)
BBA, Accounting
BeaconMedæs 2008 - 2010
H3 Sportgear 2006 - 2007
Fontaine Modification company 2004 - 2006
Four Leaf Textiles 2003 - 2004
Chiron America 2002 - 2002
Carolina Pad & Paper 2002 - 2002
Kaiser Fluid Technologies 2000 - 2001
Hottinger Baldwin Measurements 1987 - 1992
Schenck Trebel Corporation 1979 - 1987
Touche Ross 1966 - 1970
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Management, Cost Accounting, ERP, Finance, Manufacturing, Accounts Receivable, Sarbanes-Oxley Act, Forecasting, Managerial Finance, Auditing, Budgets, Financial Modeling
Education
Central Piedmont Community College 1996 — 1998
AAS, Horticulture Technology
Fairleigh Dickinson University 1977 — 1979
MBA, Finance
Baruch College, City University of New York (CUNY) 1974 — 1975
MBA, Computer Methodology
Baruch College, City University of New York (CUNY)
BBA, Accounting
Chuck Cicerchi, CPA's Touche Ross Experience August 1981 - February 1984
Job Insurance and Business Consultant
Industry Insurance
Experience
Nationwide Insurance November 2007 - Present
Nationwide Insurance May 2005 - November 2007
Nationwide Insurance March 2000 - May 2005
Drew Shoe Corporation September 1999 - March 2000
Wendt Bristol Health Services September 1994 - August 1999
Speer Mechanical August 1990 - September 1994
Yocca Builders September 1989 - August 1990
Parker Hannifin Corporation February 1984 - September 1989
Touche Ross August 1981 - February 1984
Skills
Insurance, Strategic Planning, Financial Analysis, Financial Accounting, Accounting, Business Strategy, Property & Casualty..., Team Leadership, Sales, Marketing, Leadership, Coaching, Customer Service, Risk Management, Business Analysis, Strategy, Management, Business Intelligence, Budgets, Change Management, Business Process..., Marketing Strategy, Strategic Financial..., Account Management, Mergers & Acquisitions, Life Insurance, Team Building, Underwriting, Finance, Process Improvement, Commercial Insurance, Small Business, Analysis, Business Planning, Management Consulting, Fixed Annuities, General Insurance, Executive Management, Financial Services, Workers Compensation, Employee Benefits, Disability Insurance, Casualty Insurance
Education
Weatherhead School of Management at Case Western Reserve University 1985 — 1989
MBA, Finance and Marketing
Bowling Green State University 1977 — 1981
BSBA, Accounting
Nationwide Insurance November 2007 - Present
Nationwide Insurance May 2005 - November 2007
Nationwide Insurance March 2000 - May 2005
Drew Shoe Corporation September 1999 - March 2000
Wendt Bristol Health Services September 1994 - August 1999
Speer Mechanical August 1990 - September 1994
Yocca Builders September 1989 - August 1990
Parker Hannifin Corporation February 1984 - September 1989
Touche Ross August 1981 - February 1984
Skills
Insurance, Strategic Planning, Financial Analysis, Financial Accounting, Accounting, Business Strategy, Property & Casualty..., Team Leadership, Sales, Marketing, Leadership, Coaching, Customer Service, Risk Management, Business Analysis, Strategy, Management, Business Intelligence, Budgets, Change Management, Business Process..., Marketing Strategy, Strategic Financial..., Account Management, Mergers & Acquisitions, Life Insurance, Team Building, Underwriting, Finance, Process Improvement, Commercial Insurance, Small Business, Analysis, Business Planning, Management Consulting, Fixed Annuities, General Insurance, Executive Management, Financial Services, Workers Compensation, Employee Benefits, Disability Insurance, Casualty Insurance
Education
Weatherhead School of Management at Case Western Reserve University 1985 — 1989
MBA, Finance and Marketing
Bowling Green State University 1977 — 1981
BSBA, Accounting
Mary Lewers's Touche Ross Experience July 1979 - May 1983
Job at Marriott International
Industry Accounting
Experience
Marriott International September 2009 - Present
Jefferson Wells October 2006 - September 2009
Fannie Mae May 1983 - June 2005
Touche Ross July 1979 - May 1983
Skills
Financial Analysis
Education
American University - Kogod School of Business 1984 — 1987
MS
Virginia Polytechnic Institute and State University - Pamplin College of Business 1975 — 1979
BS
Marriott International September 2009 - Present
Jefferson Wells October 2006 - September 2009
Fannie Mae May 1983 - June 2005
Touche Ross July 1979 - May 1983
Skills
Financial Analysis
Education
American University - Kogod School of Business 1984 — 1987
MS
Virginia Polytechnic Institute and State University - Pamplin College of Business 1975 — 1979
BS
Rick Juster's Touche Ross Experience 1980 - 1983
Job Vice President at NES Rentals
Industry Construction
Experience
NES Rentals vice presidentnes rentals2003 - 2008
Seabury Group 2003 - 2003
United Airlines 2001 - 2003
united airlines 1983 - 2003
Touche Ross 1980 - 1983
inland steel 1971 - 1980
Skills
Forecasting, Contract Negotiation, Operations Management
Education
The University of Chicago Booth School of Business 1974 — 1976
Northwestern University 1971 — 1972
MS, Operations Research
Cornell University 1967 — 1971
BS, Industrial Engineering
NES Rentals vice presidentnes rentals2003 - 2008
Seabury Group 2003 - 2003
United Airlines 2001 - 2003
united airlines 1983 - 2003
Touche Ross 1980 - 1983
inland steel 1971 - 1980
Skills
Forecasting, Contract Negotiation, Operations Management
Education
The University of Chicago Booth School of Business 1974 — 1976
Northwestern University 1971 — 1972
MS, Operations Research
Cornell University 1967 — 1971
BS, Industrial Engineering
Bob Halgren's Touche Ross Experience 1978 - 1982
Job Managing Director at MetLife
Industry Investment Management
Experience
MetLife December 2002 - Present
Prudential Investments 1984 - 2002
Touche Ross 1978 - 1982
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA, Finance
Bucknell University 1974 — 1978
BS, Accounting
MetLife December 2002 - Present
Prudential Investments 1984 - 2002
Touche Ross 1978 - 1982
Education
Northwestern University - Kellogg School of Management 1982 — 1984
MBA, Finance
Bucknell University 1974 — 1978
BS, Accounting
David Newlin's Touche Ross Experience June 1976 - April 1984
Job Manager Litigation Support at Wallace & Associates, Inc.
Industry Accounting
Experience
Wallace & Associates, Inc. consultantSummit Almonds2009 - 2009
American AgCredit 2003 - 2005
AgAmerica 1997 - 2002
AgAmerica / Western Farm Credit Bank 1997 - 2002
Western Farm Credit Bank 1984 - 2002
Touche Ross June 1976 - April 1984
Touche Ross 1976 - 1984
Education
Pacific Coast Banking School 1992 — 1994
California State University-Chico 1973 — 1976
BS, Accounting
University of Denver 1971 — 1973
none
Wallace & Associates, Inc. consultantSummit Almonds2009 - 2009
American AgCredit 2003 - 2005
AgAmerica 1997 - 2002
AgAmerica / Western Farm Credit Bank 1997 - 2002
Western Farm Credit Bank 1984 - 2002
Touche Ross June 1976 - April 1984
Touche Ross 1976 - 1984
Education
Pacific Coast Banking School 1992 — 1994
California State University-Chico 1973 — 1976
BS, Accounting
University of Denver 1971 — 1973
none
Marybeth McManus's Touche Ross Experience 1983 - 1985
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank October 2007 - Present
Fifth Third Bancorp 2007 - Present
First Data Government Solutions 1990 - 2007
First Data Corporation 1990 - 2007
Touche Ross 1983 - 1985
Skills
Banking, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, Credit, Consumer Lending, Credit Analysis, Portfolio Management, Payments, Loans, Small Business Lending, Cross Selling, Treasury Services, Risk Management, Retail Banking
Education
Cleveland State University
BS, Accounting
University of Phoenix
MBA
Fifth Third Bank October 2007 - Present
Fifth Third Bancorp 2007 - Present
First Data Government Solutions 1990 - 2007
First Data Corporation 1990 - 2007
Touche Ross 1983 - 1985
Skills
Banking, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, Credit, Consumer Lending, Credit Analysis, Portfolio Management, Payments, Loans, Small Business Lending, Cross Selling, Treasury Services, Risk Management, Retail Banking
Education
Cleveland State University
BS, Accounting
University of Phoenix
MBA
Rachel Malakoff's Touche Ross Experience September 1985 - November 1988
Job Chief Financial Officer at Angstrom Graphics
Industry Printing
Experience
Angstrom Graphics (formerly known as St Ives Inc - US Division) January 2009 - Present
St Ives Inc - US Division July 1997 - January 2009
Yale Ogron Windows and Doors June 2006 - December 2006
Pfizer Pharmaceuticals December 1988 - September 1995
Touche Ross September 1985 - November 1988
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
MBA, Professional Accounting Program
Boston University Questrom School of Business 1977 — 1981
BS, Business Adminstration
Angstrom Graphics (formerly known as St Ives Inc - US Division) January 2009 - Present
St Ives Inc - US Division July 1997 - January 2009
Yale Ogron Windows and Doors June 2006 - December 2006
Pfizer Pharmaceuticals December 1988 - September 1995
Touche Ross September 1985 - November 1988
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
MBA, Professional Accounting Program
Boston University Questrom School of Business 1977 — 1981
BS, Business Adminstration
Steven A. Cook's Touche Ross Experience 1977 - 1979
Job Owner/President at Almega Services Alliance Inc.
Industry Management Consulting
Experience
Almega Services Alliance Inc. September 1997 - Present
PC-Housecall / Cook Burns & Associates CPAs January 2004 - March 2012
TIG Insurance Company 1993 - 1997
EQUICOR, Inc. 1986 - 1991
CIGNA Healthplans 1982 - 1986
Trammell Crow Company 1979 - 1982
Touche Ross 1977 - 1979
Skills
Program Management, Mergers, Entrepreneurship, Consulting, Finance, Mergers & Acquisitions, Management Consulting, Due Diligence, Start-ups, Strategy, Microsoft Office, Insurance, Business Strategy, New Business Development, Vendor Management, Business Process..., Executive Management, Executive Coaching, Venture Capital, Process Improvement, Analysis, Strategic Planning, Corporate Development, Risk Management, Management
Education
Claremont McKenna College 1973 — 1977
Bachelor of Arts (B.A.), Economics - Political Sciences
Scripps College 1973 — 1977
Almega Services Alliance Inc. September 1997 - Present
PC-Housecall / Cook Burns & Associates CPAs January 2004 - March 2012
TIG Insurance Company 1993 - 1997
EQUICOR, Inc. 1986 - 1991
CIGNA Healthplans 1982 - 1986
Trammell Crow Company 1979 - 1982
Touche Ross 1977 - 1979
Skills
Program Management, Mergers, Entrepreneurship, Consulting, Finance, Mergers & Acquisitions, Management Consulting, Due Diligence, Start-ups, Strategy, Microsoft Office, Insurance, Business Strategy, New Business Development, Vendor Management, Business Process..., Executive Management, Executive Coaching, Venture Capital, Process Improvement, Analysis, Strategic Planning, Corporate Development, Risk Management, Management
Education
Claremont McKenna College 1973 — 1977
Bachelor of Arts (B.A.), Economics - Political Sciences
Scripps College 1973 — 1977
Terry Kennedy's Touche Ross Experience November 1969 - February 1970
Job CPA and Director at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 2004 - Present
Francis Ouimet Scholarship Fund October 2012 - Present
Francis Ouimet Scholarship Fund 2005 - September 2012
Ziner, Kennedy & Lehan, LLC 1999 - 2004
American Express Tax & Business 1999 - 2004
Kennedy & Lehan, PC 1977 - 1999
Gerald T Reilly & Co 1970 - 1977
United States Army Reserve 1969 - 1975
Touche Ross November 1969 - February 1970
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1975 — 1977
MST
Bentley University 1966 — 1971
BSA
Boston Latin School 1960 — 1965
McGladrey LLP 2004 - Present
Francis Ouimet Scholarship Fund October 2012 - Present
Francis Ouimet Scholarship Fund 2005 - September 2012
Ziner, Kennedy & Lehan, LLC 1999 - 2004
American Express Tax & Business 1999 - 2004
Kennedy & Lehan, PC 1977 - 1999
Gerald T Reilly & Co 1970 - 1977
United States Army Reserve 1969 - 1975
Touche Ross November 1969 - February 1970
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1975 — 1977
MST
Bentley University 1966 — 1971
BSA
Boston Latin School 1960 — 1965
Peter Buscemi's Touche Ross Experience 1984 - 1986
Job Assistant Vice President, Financial Planning at Hospital for Special Surgery
Industry Hospital & Health Care
Experience
Hospital for Special Surgery March 2008 - Present
Cabrini Medical Center November 2005 - February 2008
Touche Ross 1984 - 1986
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Accounting
MBA Healthcare Admin Baruch College
Hospital for Special Surgery March 2008 - Present
Cabrini Medical Center November 2005 - February 2008
Touche Ross 1984 - 1986
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Accounting
MBA Healthcare Admin Baruch College
Moses Cheung's Touche Ross Experience 1979 - 1987
Job Managing Member, Chief Executive Officer at Oxxford Group LLC
Industry Management Consulting
Experience
Choice Energy, LLC June 2010 - Present
Oregon Western Lumber LLC 2008 - Present
Oxxford Group LLC 1992 - Present
Deloitte & Touche 1987 - 1992
Touche Ross 1979 - 1987
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1979
MSIA, Industrial Administration (MBA)
Yale University 1975 — 1977
BS, Engineering
Vincennes University 1973 — 1975
AS, Science
La Salle College 1967 — 1973
High School, Science
Choice Energy, LLC June 2010 - Present
Oregon Western Lumber LLC 2008 - Present
Oxxford Group LLC 1992 - Present
Deloitte & Touche 1987 - 1992
Touche Ross 1979 - 1987
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1979
MSIA, Industrial Administration (MBA)
Yale University 1975 — 1977
BS, Engineering
Vincennes University 1973 — 1975
AS, Science
La Salle College 1967 — 1973
High School, Science
James M. Hutchinson's Touche Ross Experience May 1976 - August 1985
Job Managing Director, President Income & Growth Fund Series at LaSalle Investment Management
Industry Investment Management
Experience
LaSalle Investment Management Managing Director, President Income & Growth Fund SeriesLaSalle Investment ManagementMay 1997 - Present
LaSalle Investment Management August 1985 - May 1997
Touche Ross May 1976 - August 1985
Education
Indiana University Bloomington 1974 — 1976
Master of Business Administration (MBA), Accounting and Finance
Brown University 1970 — 1974
AB, Mathematics
LaSalle Investment Management Managing Director, President Income & Growth Fund SeriesLaSalle Investment ManagementMay 1997 - Present
LaSalle Investment Management August 1985 - May 1997
Touche Ross May 1976 - August 1985
Education
Indiana University Bloomington 1974 — 1976
Master of Business Administration (MBA), Accounting and Finance
Brown University 1970 — 1974
AB, Mathematics
Scott Gregory's Touche Ross Experience January 1984 - April 1989
Job Vice President of Tax at Movado Group, Inc
Industry Consumer Goods
Experience
Movado Group, Inc October 2013 - Present
Blyth, Inc. December 1999 - September 2013
TI Group April 1989 - December 1999
John Crane 1994 - 1996
Touche Ross January 1984 - April 1989
Skills
Sarbanes-Oxley Act, Accounting, Tax Accounting, Tax, Financial Reporting, Corporate Tax, Restructuring, Auditing, Mergers & Acquisitions, Internal Controls, Tax Research, Due Diligence, Financial Accounting
Education
Walsh College 1991 — 1994
MST, Taxation
Bellarmine University 1980 — 1984
BA, Accounting
Eastern High School
Movado Group, Inc October 2013 - Present
Blyth, Inc. December 1999 - September 2013
TI Group April 1989 - December 1999
John Crane 1994 - 1996
Touche Ross January 1984 - April 1989
Skills
Sarbanes-Oxley Act, Accounting, Tax Accounting, Tax, Financial Reporting, Corporate Tax, Restructuring, Auditing, Mergers & Acquisitions, Internal Controls, Tax Research, Due Diligence, Financial Accounting
Education
Walsh College 1991 — 1994
MST, Taxation
Bellarmine University 1980 — 1984
BA, Accounting
Eastern High School
Brad Farnsworth's Touche Ross Experience 1979 - 1983
Job Partner at Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart May 2001 - Present
McKinsey & Company 1988 - 1992
Touche Ross 1979 - 1983
Skills
Strategy, Mergers, Executive Search, Restructuring, Energy Industry, Corporate Finance, Strategic Planning, Organizational Design, Upstream, Downstream Oil & Gas, Due Diligence, Private Equity, Business Strategy, Talent Management, Acquisition Integration, Management Consulting, Change Management
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
Colorado State University 1976 — 1979
Bachelor of Science (B.S.), Accounting
Spencer Stuart May 2001 - Present
McKinsey & Company 1988 - 1992
Touche Ross 1979 - 1983
Skills
Strategy, Mergers, Executive Search, Restructuring, Energy Industry, Corporate Finance, Strategic Planning, Organizational Design, Upstream, Downstream Oil & Gas, Due Diligence, Private Equity, Business Strategy, Talent Management, Acquisition Integration, Management Consulting, Change Management
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
Colorado State University 1976 — 1979
Bachelor of Science (B.S.), Accounting
Glenn Busch's Touche Ross Experience June 1984 - September 1984
Job Owner, Busch and Associates
Industry Legal Services
Experience
Busch and Associates otherTenzer and Lunin2007 - 2012
Tenzer Greenblatt Fallon and Kaplan March 1991 - December 1999
Dreyer and Traub January 1989 - August 1991
Coopers & Lybrand August 1984 - August 1986
Touche Ross June 1984 - September 1984
Skills
Tax, Accounting, International Tax, Real Estate Transactions, Real Estate, Investment Properties, Negotiation, Investments, Sales, Finance
Education
Boston University Questrom School of Business
BS/BA, Accounting and Finance
Fordham University School of Law
JD
New York University School of Law
LLM
New York University School of Law
LLM, Taxation
Busch and Associates otherTenzer and Lunin2007 - 2012
Tenzer Greenblatt Fallon and Kaplan March 1991 - December 1999
Dreyer and Traub January 1989 - August 1991
Coopers & Lybrand August 1984 - August 1986
Touche Ross June 1984 - September 1984
Skills
Tax, Accounting, International Tax, Real Estate Transactions, Real Estate, Investment Properties, Negotiation, Investments, Sales, Finance
Education
Boston University Questrom School of Business
BS/BA, Accounting and Finance
Fordham University School of Law
JD
New York University School of Law
LLM
New York University School of Law
LLM, Taxation
Lourdes A. Sierra, CCP's Touche Ross Experience 1987 - 1989
Job Sr Compensation Consultant at Harvard Pilgrim Health Care
Industry Insurance
Experience
Harvard Pilgrim Health Care March 2004 - Present
Harvard Pilgrim Health Care 1997 - 2004
Harvard Pilgrim Health Care 1995 - 1997
Boston Church of Christ, Woburn, MA 1993 - 1995
Melville Corporation 1989 - 1993
Touche Ross, 1987 - 1989
Education
eCornell University 2011 — 2011
Online course, Diversity and Inclusion for Bottom-line Performance
Northeastern University - Graduate School of Business Administration 1985 — 1986
MS, Accounting
Boston University 1979 — 1981
BS, Communication Disorders
Temple University 1977 — 1979
Biology
Academia Maria reina 1973 — 1977
HS
Harvard Pilgrim Health Care March 2004 - Present
Harvard Pilgrim Health Care 1997 - 2004
Harvard Pilgrim Health Care 1995 - 1997
Boston Church of Christ, Woburn, MA 1993 - 1995
Melville Corporation 1989 - 1993
Touche Ross, 1987 - 1989
Education
eCornell University 2011 — 2011
Online course, Diversity and Inclusion for Bottom-line Performance
Northeastern University - Graduate School of Business Administration 1985 — 1986
MS, Accounting
Boston University 1979 — 1981
BS, Communication Disorders
Temple University 1977 — 1979
Biology
Academia Maria reina 1973 — 1977
HS
Barry J. Stone, CPA's Touche Ross Experience 1966 - 1968
Job Controller & HR Director at RockWest Technology Group
Industry Business Supplies and Equipment
Experience
RockWest Technology Group Tax SupervisorLaventhol & Horwath1970 - 1976
Price Waterhouse 1968 - 1970
Touche Ross 1966 - 1968
Education
California State University-Los Angeles 1962 — 1964
BS, Business Administration - Accounting
RockWest Technology Group Tax SupervisorLaventhol & Horwath1970 - 1976
Price Waterhouse 1968 - 1970
Touche Ross 1966 - 1968
Education
California State University-Los Angeles 1962 — 1964
BS, Business Administration - Accounting
Paul Metcalfe's Touche Ross Experience 1986 - 1991
Job Regional Business Manager Wealth Management
Industry Information Services
Experience
Thomson Reuters Director Markets DivisionCGI2002 - 2004
Reuters 1999 - 2002
Touche Ross 1986 - 1991
Skills
Business Strategy, Business Development, Risk Management
Education
Cardiff University / Prifysgol Caerdydd 1981 — 1984
bsc, Maritime Studies
Thomson Reuters Director Markets DivisionCGI2002 - 2004
Reuters 1999 - 2002
Touche Ross 1986 - 1991
Skills
Business Strategy, Business Development, Risk Management
Education
Cardiff University / Prifysgol Caerdydd 1981 — 1984
bsc, Maritime Studies
Brad Niergarth's Touche Ross Experience December 1976 - November 1979
Job Partner at Dennis, Gartland & Niergarth
Industry Accounting
Experience
Dennis, Gartland & Niergarth November 1979 - Present
Dennis, Gartland & Niergarth November 1979 - Present
Touche Ross December 1976 - November 1979
Touche Ross 1976 - 1979
Skills
Accounting, Internal Controls, Financial Reporting, Small Business, Financial Analysis, QuickBooks, Tax, CPA, Change Management, Auditing, Analysis, Income Tax, Tax Preparation, Budgets, Tax Accounting, Microsoft Excel, Nonprofits, GAAP, Employee Benefits
Education
Central Michigan University 1972 — 1975
bacelors, Business Adm -- Accounting major
Dennis, Gartland & Niergarth November 1979 - Present
Dennis, Gartland & Niergarth November 1979 - Present
Touche Ross December 1976 - November 1979
Touche Ross 1976 - 1979
Skills
Accounting, Internal Controls, Financial Reporting, Small Business, Financial Analysis, QuickBooks, Tax, CPA, Change Management, Auditing, Analysis, Income Tax, Tax Preparation, Budgets, Tax Accounting, Microsoft Excel, Nonprofits, GAAP, Employee Benefits
Education
Central Michigan University 1972 — 1975
bacelors, Business Adm -- Accounting major
James D. McCormick's Touche Ross Experience 1974 - 1979
Job at Eastbourne Consulting Group
Industry Information Technology and Services
Experience
Black, O'Brien, & McCormick December 2009 - Present
Reynolds & McCormick March 2009 - Present
Red,White,Blue,&Green LLC January 2009 - Present
Eastbourne Consulting Group March 1985 - Present
Tribune Media Services August 1994 - August 2008
TVData, Inc August 1994 - May 2001
Transway International 1979 - 1985
Touche Ross 1974 - 1979
Macro Systems 1972 - 1975
Applied Data Research 1968 - 1972
Skills
Strategic Planning, Strategic Partnerships, Content Management, Digital Media
Education
American University
MS, Management Information Systems
Georgetown University
BSFS, International Economics
Black, O'Brien, & McCormick December 2009 - Present
Reynolds & McCormick March 2009 - Present
Red,White,Blue,&Green LLC January 2009 - Present
Eastbourne Consulting Group March 1985 - Present
Tribune Media Services August 1994 - August 2008
TVData, Inc August 1994 - May 2001
Transway International 1979 - 1985
Touche Ross 1974 - 1979
Macro Systems 1972 - 1975
Applied Data Research 1968 - 1972
Skills
Strategic Planning, Strategic Partnerships, Content Management, Digital Media
Education
American University
MS, Management Information Systems
Georgetown University
BSFS, International Economics
Shari Weintraub's Touche Ross Experience 1984 - 1986
Job Senior Counsel at Gordon & Rees LLP
Industry Law Practice
Experience
Gordon & Rees LLP October 2006 - Present
Fredrickson Mazeika & Grant September 1998 - June 2006
Gray Cary Ware & Freidenrich 1987 - 1995
Touche Ross 1984 - 1986
Skills
Legal Research, Class Actions, Litigation, Appellate Practice, Civil Litigation, Product Liability, Medical Malpractice, Mediation, Business Litigation, Professional Liability, Torts, Toxic Tort, Personal Injury, Legal Writing
Education
California Western School of Law 1994 — 1997
J.D., Legal
Claremont McKenna College 1980 — 1984
BA, Economics/Accounting
Gordon & Rees LLP October 2006 - Present
Fredrickson Mazeika & Grant September 1998 - June 2006
Gray Cary Ware & Freidenrich 1987 - 1995
Touche Ross 1984 - 1986
Skills
Legal Research, Class Actions, Litigation, Appellate Practice, Civil Litigation, Product Liability, Medical Malpractice, Mediation, Business Litigation, Professional Liability, Torts, Toxic Tort, Personal Injury, Legal Writing
Education
California Western School of Law 1994 — 1997
J.D., Legal
Claremont McKenna College 1980 — 1984
BA, Economics/Accounting
Delia Abner's Touche Ross Experience January 1989 - March 1990
Job Supervison, business analyst, financial reporting
Industry Utilities
Experience
Southern Company 1999 - Present
MetLife August 1991 - September 1999
Mellon Bank April 1990 - June 1991
Touche Ross January 1989 - March 1990
Skills
Tax, Customer Service, QuickBooks, General Ledger, Accounts Payable
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
Clark Atlanta University 1986 — 1988
BS, Accounting
Wilberforce University 1984 — 1987
BS, Accounting
Southern Company 1999 - Present
MetLife August 1991 - September 1999
Mellon Bank April 1990 - June 1991
Touche Ross January 1989 - March 1990
Skills
Tax, Customer Service, QuickBooks, General Ledger, Accounts Payable
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
Clark Atlanta University 1986 — 1988
BS, Accounting
Wilberforce University 1984 — 1987
BS, Accounting
Dwight Love's Touche Ross Experience January 1981 - August 1984
Job Mgr. at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company June 1986 - Present
Ford/ Visteon 1989 - 1994
Touche Ross January 1981 - August 1984
Education
Harvard Business School 1984 — 1986
MBA, Business
Arkansas State University 1977 — 1981
B.S., Accounting
Ford Motor Company June 1986 - Present
Ford/ Visteon 1989 - 1994
Touche Ross January 1981 - August 1984
Education
Harvard Business School 1984 — 1986
MBA, Business
Arkansas State University 1977 — 1981
B.S., Accounting
John Lubratich's Touche Ross Experience 1978 - 1980
Job Vice President and CFO at Vion Corporation
Industry Computer Hardware
Experience
Vion Corporation November 2011 - Present
Hitachi Data Systems 1988 - 2007
Datachecker/DTS 1984 - 1987
Touche Ross 1978 - 1980
Skills
Revenue Recognition, Forecasting, Financial Reporting, Team Building, Accounting, SEC filings, Finance, Process Improvement, Sarbanes-Oxley Act, Internal Controls
Education
California State University-East Bay 1975 — 1977
Master of Business Administration (MBA), Accounting
Vion Corporation November 2011 - Present
Hitachi Data Systems 1988 - 2007
Datachecker/DTS 1984 - 1987
Touche Ross 1978 - 1980
Skills
Revenue Recognition, Forecasting, Financial Reporting, Team Building, Accounting, SEC filings, Finance, Process Improvement, Sarbanes-Oxley Act, Internal Controls
Education
California State University-East Bay 1975 — 1977
Master of Business Administration (MBA), Accounting
Louis Salemy's Touche Ross Experience 1984 - 1987
Job LecturerUndergraduate School of Management at Boston College, Finance
Industry Investment Management
Experience
Boston College May 2013 - Present
MTS Capital September 2005 - Present
Fidelity Investments 1992 - 2005
Loomis Sayles 1989 - 1992
Touche Ross 1984 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Boston College 1980 — 1984
MS, Accounting
Boston College May 2013 - Present
MTS Capital September 2005 - Present
Fidelity Investments 1992 - 2005
Loomis Sayles 1989 - 1992
Touche Ross 1984 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Boston College 1980 — 1984
MS, Accounting
Leo Beitner's Touche Ross Experience June 1975 - July 1977
Job attorney at Seth Rubenstein PC
Industry Law Practice
Experience
Seth Rubenstein PC January 2008 - Present
surrogates court 1977 - 2007
Touche Ross June 1975 - July 1977
Skills
surrogate's court..., Surrogare's Court..., Estate Litigation, Estate Administration, Trust Administration, Wills, Trusts, Estate Planning, Powers of Attorney, Civil Litigation, Gift Tax, Estate Tax Planning, Guardianship, Business Formation, Commercial Litigation
Education
Brooklyn Law School 1972 — 1975
Doctor of Law (JD)
Seth Rubenstein PC January 2008 - Present
surrogates court 1977 - 2007
Touche Ross June 1975 - July 1977
Skills
surrogate's court..., Surrogare's Court..., Estate Litigation, Estate Administration, Trust Administration, Wills, Trusts, Estate Planning, Powers of Attorney, Civil Litigation, Gift Tax, Estate Tax Planning, Guardianship, Business Formation, Commercial Litigation
Education
Brooklyn Law School 1972 — 1975
Doctor of Law (JD)
Andy Federbusch's Touche Ross Experience August 1983 - August 1985
Job Managing Director at Credit Suisse
Industry Real Estate
Experience
Credit Suisse January 2001 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 1987 - December 2000
Touche Ross August 1983 - August 1985
Skills
Asset Management, Due Diligence, Financial Modeling, Portfolio Management, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Team Building, Team Leadership, Operational Efficiency, Mentoring, Change Management, Facilities Operations, Data Center Relocation
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Real Estate
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science (BS), Economics
Credit Suisse January 2001 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 1987 - December 2000
Touche Ross August 1983 - August 1985
Skills
Asset Management, Due Diligence, Financial Modeling, Portfolio Management, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Team Building, Team Leadership, Operational Efficiency, Mentoring, Change Management, Facilities Operations, Data Center Relocation
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Real Estate
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science (BS), Economics
Irene Lo's Touche Ross Experience 1987 - 1990
Job Corporate Income Tax at Eversource Energy
Industry Utilities
Experience
Eversource Energy October 2004 - Present
Ernst & Young 1995 - 2004
William A. Leonard & Co., PC 1993 - 1995
Touche Ross 1987 - 1990
Skills
Tax Preparation, Tax, Tax Research, Income Tax, Accounting, Financial Analysis, US GAAP, Sarbanes-Oxley Act, Tax Accounting, Corporate Tax, GAAP, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MS
The Hong Kong Polytechnic University 1984 — 1987
PD
Eversource Energy October 2004 - Present
Ernst & Young 1995 - 2004
William A. Leonard & Co., PC 1993 - 1995
Touche Ross 1987 - 1990
Skills
Tax Preparation, Tax, Tax Research, Income Tax, Accounting, Financial Analysis, US GAAP, Sarbanes-Oxley Act, Tax Accounting, Corporate Tax, GAAP, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MS
The Hong Kong Polytechnic University 1984 — 1987
PD
Bradley Jay's Touche Ross Experience 1985 - 1987
Job Experienced Corporate Finance and Private Equity Executive
Industry Financial Services
Experience
MML Capital Partners 2001 - 2014
Mentmore Holdings May 1997 - December 2000
banking May 1989 - February 1997
Touche Ross 1985 - 1987
Skills
Due Diligence, Private Equity, Corporate Finance, Managerial Finance, Board of Directors, Financial Analysis, Financial Reporting, Competitive Analysis, Compensation Structures, Valuation, Alternative Investments, Venture Capital, Finance, Strategy
Education
Cornell University 1987 — 1989
Master of Business Administration (MBA), Finance, General
The University of Kansas 1978 — 1982
Bachelor of Science (BS), Accounting and Business/Management
MML Capital Partners 2001 - 2014
Mentmore Holdings May 1997 - December 2000
banking May 1989 - February 1997
Touche Ross 1985 - 1987
Skills
Due Diligence, Private Equity, Corporate Finance, Managerial Finance, Board of Directors, Financial Analysis, Financial Reporting, Competitive Analysis, Compensation Structures, Valuation, Alternative Investments, Venture Capital, Finance, Strategy
Education
Cornell University 1987 — 1989
Master of Business Administration (MBA), Finance, General
The University of Kansas 1978 — 1982
Bachelor of Science (BS), Accounting and Business/Management
Steven Schlagel's Touche Ross Experience January 1980 - January 1990
Job CPA, Attorney, Solutions for Small Business, Startups and Entrepreneurs
Industry Accounting
Experience
My Small Business Mentor January 2007 - Present
Steven D. Schlagel, CPA, PC October 1990 - Present
Steven D. Schlagel, PA January 1985 - Present
Touche Ross January 1980 - January 1990
Skills
Certified Financial..., Entrepreneur, Valuation, Small Business, Entrepreneurship, CPA, Attorney, CVA, Business Consultant, Due Diligence, Accounting, Corporate Tax, Mergers & Acquisitions, Business Valuation, Strategic Planning, Start-ups, Executive Management, Finance, Tax, Budgets
Education
Trinity Theological Seminary 2001 — 2005
M.Div., Expository Preaching
William Mitchell College of Law 1981 — 1985
JD, Law
Concordia College 1974 — 1977
BA, Business/Accounting
My Small Business Mentor January 2007 - Present
Steven D. Schlagel, CPA, PC October 1990 - Present
Steven D. Schlagel, PA January 1985 - Present
Touche Ross January 1980 - January 1990
Skills
Certified Financial..., Entrepreneur, Valuation, Small Business, Entrepreneurship, CPA, Attorney, CVA, Business Consultant, Due Diligence, Accounting, Corporate Tax, Mergers & Acquisitions, Business Valuation, Strategic Planning, Start-ups, Executive Management, Finance, Tax, Budgets
Education
Trinity Theological Seminary 2001 — 2005
M.Div., Expository Preaching
William Mitchell College of Law 1981 — 1985
JD, Law
Concordia College 1974 — 1977
BA, Business/Accounting
Edward Seely's Touche Ross Experience 1985 - 1989
Job Financial Controller at Squire Patton Boggs (US) LLP
Industry Law Practice
Experience
Squire Patton Boggs 2002 - Present
Glastic Corporation 1993 - 2001
Yokohama Tire Corporation 1989 - 1993
Touche Ross 1985 - 1989
Skills
Financial Reporting, Mergers & Acquisitions, Mergers, Management, Corporate Finance, Financial Analysis, Accounting, Due Diligence, Corporate Governance, Budgets
Education
Case Western Reserve University 1981 — 1985
BA, Accounting, Management
Squire Patton Boggs 2002 - Present
Glastic Corporation 1993 - 2001
Yokohama Tire Corporation 1989 - 1993
Touche Ross 1985 - 1989
Skills
Financial Reporting, Mergers & Acquisitions, Mergers, Management, Corporate Finance, Financial Analysis, Accounting, Due Diligence, Corporate Governance, Budgets
Education
Case Western Reserve University 1981 — 1985
BA, Accounting, Management
Sharon Browning's Touche Ross Experience November 1984 - January 1986
Job ABER Alpha and Beta Reader, Editor, Reviewer
Industry Writing and Editing
Experience
LitStack 2012 - Present
Deloitte & Touche USA LLP March 2005 - April 2009
Deloitte & Touche USA LLP January 1986 - March 2005
Touche Ross November 1984 - January 1986
Skills
Auditing, Records Management, Project Management, Training, Process Improvement, Change Management, Program Management, Budgets, Customer Service, Time Management, Editing, Leadership, Proofreading, Employee Training, Proposal Writing
Education
Cornell College 1978 — 1981
BSS, Music History
LitStack 2012 - Present
Deloitte & Touche USA LLP March 2005 - April 2009
Deloitte & Touche USA LLP January 1986 - March 2005
Touche Ross November 1984 - January 1986
Skills
Auditing, Records Management, Project Management, Training, Process Improvement, Change Management, Program Management, Budgets, Customer Service, Time Management, Editing, Leadership, Proofreading, Employee Training, Proposal Writing
Education
Cornell College 1978 — 1981
BSS, Music History
Chris Inglese's Touche Ross Experience November 1980 - December 1983
Job Certified Public Accountant
Industry Accounting
Experience
Christopher J. Inglese, P.C. Certified Public AccountantChristopher J. Inglese, P.C.December 1983 - Present
Touche Ross November 1980 - December 1983
Education
American University - Kogod School of Business
M.S., Taxation
University of Virginia
B.S., Commerce (Accounting)
Christopher J. Inglese, P.C. Certified Public AccountantChristopher J. Inglese, P.C.December 1983 - Present
Touche Ross November 1980 - December 1983
Education
American University - Kogod School of Business
M.S., Taxation
University of Virginia
B.S., Commerce (Accounting)
Joanne Flood, CPA's Touche Ross Experience 1986 - 1988
Job Writer at Independent Consultant
Industry Publishing
Experience
Independent Consultant March 2012 - Present
AICPA 1992 - February 2012
AICPA 1990 - 1992
Kreitzman, Kreitzman, and Barragato 1988 - 1990
Touche Ross 1986 - 1988
Skills
Non-profits, Organizational..., Leadership Development, Training, Budgets, Management Consulting, Nonprofits, Strategic Planning, Change Management, Accounting, Management, Leadership, Strategy, Process Improvement, Mergers & Acquisitions, Start-ups, Program Management, Small Business, Recruiting, Talent Management, Coaching, Staff Development, Consulting, Analysis, Team Building, Performance Management, Business Planning, Auditing, Business Process...
Education
Adelphi University 1984 — 1986
MBA, Accounting, 4.0 GPA
Molloy College
B.A., English
Independent Consultant March 2012 - Present
AICPA 1992 - February 2012
AICPA 1990 - 1992
Kreitzman, Kreitzman, and Barragato 1988 - 1990
Touche Ross 1986 - 1988
Skills
Non-profits, Organizational..., Leadership Development, Training, Budgets, Management Consulting, Nonprofits, Strategic Planning, Change Management, Accounting, Management, Leadership, Strategy, Process Improvement, Mergers & Acquisitions, Start-ups, Program Management, Small Business, Recruiting, Talent Management, Coaching, Staff Development, Consulting, Analysis, Team Building, Performance Management, Business Planning, Auditing, Business Process...
Education
Adelphi University 1984 — 1986
MBA, Accounting, 4.0 GPA
Molloy College
B.A., English
Edward F. Gibbons's Touche Ross Experience 1977 - 1980
Job CHIEF FINANCIAL OFFICER at JAMES DESIDERIO, INC.
Industry Real Estate
Experience
JAMES DESIDERIO, INC. February 2001 - Present
PRICE WATERHOUSE BUFFALO NY 1980 - 1981
TOUCHE ROSS 1977 - 1980
Skills
Accounting
Education
Canisius College 1971 — 1975
BS, ACCOUNTING
JAMES DESIDERIO, INC. February 2001 - Present
PRICE WATERHOUSE BUFFALO NY 1980 - 1981
TOUCHE ROSS 1977 - 1980
Skills
Accounting
Education
Canisius College 1971 — 1975
BS, ACCOUNTING
Elysa Lazar's Touche Ross Experience 1983 - 1984
Job Founder and President of Lazar Media Group and Founder of Church Street Properties
Industry Apparel & Fashion
Experience
Lazar Media Group Inc. 1985 - Present
Church Street Properties 2002 - Present
CNBC 1989 - 1993
Touche Ross 1983 - 1984
Citibank 1978 - 1983
Skills
Merchandising, Fashion, Marketing, Events, Television, Apparel, Public Relations, Social Media, Retail, Luxury Goods, Sales, Jewelry, Newsletters, Publishing, Brand Management, Brand Development, Luxury Liquidation, Real Estate Development, Interior Architecture, Creative Direction, Interior Design, Management, Trade Shows, Styling, Social Media Marketing, E-commerce, Trend Analysis, Wholesale, Fashion Design
Education
Columbia University - Columbia Business School 1981 — 1983
Masters in Business Administration
SUNY Purchase 1972 — 1976
Bachelor of Arts (BA)
Lazar Media Group Inc. 1985 - Present
Church Street Properties 2002 - Present
CNBC 1989 - 1993
Touche Ross 1983 - 1984
Citibank 1978 - 1983
Skills
Merchandising, Fashion, Marketing, Events, Television, Apparel, Public Relations, Social Media, Retail, Luxury Goods, Sales, Jewelry, Newsletters, Publishing, Brand Management, Brand Development, Luxury Liquidation, Real Estate Development, Interior Architecture, Creative Direction, Interior Design, Management, Trade Shows, Styling, Social Media Marketing, E-commerce, Trend Analysis, Wholesale, Fashion Design
Education
Columbia University - Columbia Business School 1981 — 1983
Masters in Business Administration
SUNY Purchase 1972 — 1976
Bachelor of Arts (BA)
Brad Fortin's Touche Ross Experience September 1983 - August 1987
Job Owner, Law Offices of Bradford P Fortin LLC
Industry Law Practice
Experience
Law Offices of Bradford P Fortin LLC December 1983 - Present
Donahue and Donahue P.C. September 1987 - February 1998
Touche Ross September 1983 - August 1987
Skills
Real Estate, Estate Planning, Income Tax, Trusts, Tax, Small Business, Estate Tax Planning, Business Formation, Probate
Education
Boston University School of Law 1986 — 1989
LLM Tax, Masters Tax
Suffolk University Law School 1980 — 1983
JD, Law
Bucknell University 1976 — 1980
MSBA, Business Administration
Law Offices of Bradford P Fortin LLC December 1983 - Present
Donahue and Donahue P.C. September 1987 - February 1998
Touche Ross September 1983 - August 1987
Skills
Real Estate, Estate Planning, Income Tax, Trusts, Tax, Small Business, Estate Tax Planning, Business Formation, Probate
Education
Boston University School of Law 1986 — 1989
LLM Tax, Masters Tax
Suffolk University Law School 1980 — 1983
JD, Law
Bucknell University 1976 — 1980
MSBA, Business Administration
Alan Keathley's Touche Ross Experience September 1983 - September 1985
Job Partner, Fisher, Keathley & Ross, LLP
Industry Accounting
Experience
Fisher, Keathley & Ross, LLP May 1990 - Present
Price Waterhouse September 1985 - April 1990
Touche Ross September 1983 - September 1985
Education
California State University, Fresno 1980 — 1983
BS, Business Administration
Fisher, Keathley & Ross, LLP May 1990 - Present
Price Waterhouse September 1985 - April 1990
Touche Ross September 1983 - September 1985
Education
California State University, Fresno 1980 — 1983
BS, Business Administration
Kathy Berberick, CPA, MS, CGMA's Touche Ross Experience June 1981 - December 1984
Job Business and HR Consultant at Kathleen Berberick, CPA
Industry Management Consulting
Experience
Kathleen Berberick, CPA September 2013 - Present
Resource Management Systems, Inc. January 2000 - August 2013
Jewish Family Service of Colorado September 1998 - December 1999
ERIC Group, Inc. August 1992 - September 1998
U.S. Recycling Industries October 1989 - July 1992
Kathleen Berberick, CPA May 1986 - September 1989
Integrated Resource Energy Group, Inc. January 1985 - April 1986
Touche Ross June 1981 - December 1984
Skills
Employee Benefits, Cash Management, Finance, Mergers & Acquisitions, 401k, Human Resources, SEC filings, Auditing, Strategic Financial..., Cash Flow, Recruiting, Retirement, Treasury Management, Risk Management, Insurance, Corporate Finance, Financial Modeling, Financial Analysis, Due Diligence, Investments, Business Planning, Budgets, Management, Small Business, Team Building, Business Strategy, Workers Compensation, Process Improvement, Payroll, Start-ups, CFOs, 401(k) Plan..., Legal Compliance, Outsourced HR Services, Payroll Management, Payroll Taxes and..., Employee Administration..., Employee Recruitment..., Staff Development, Entrepreneurship, Reorganization and..., Strategy Alignment, Business Process, Systems Development, Equity and Debt..., Cost Reduction..., Forecasting, Customer Service, Financial Reporting, Benefits Administration
Education
University of Colorado at Denver 1986 — 1988
Master of Science, Finance
Colorado State University 1977 — 1981
Bachelor of Science, Business Administration, Concentration in Accounting
Kathleen Berberick, CPA September 2013 - Present
Resource Management Systems, Inc. January 2000 - August 2013
Jewish Family Service of Colorado September 1998 - December 1999
ERIC Group, Inc. August 1992 - September 1998
U.S. Recycling Industries October 1989 - July 1992
Kathleen Berberick, CPA May 1986 - September 1989
Integrated Resource Energy Group, Inc. January 1985 - April 1986
Touche Ross June 1981 - December 1984
Skills
Employee Benefits, Cash Management, Finance, Mergers & Acquisitions, 401k, Human Resources, SEC filings, Auditing, Strategic Financial..., Cash Flow, Recruiting, Retirement, Treasury Management, Risk Management, Insurance, Corporate Finance, Financial Modeling, Financial Analysis, Due Diligence, Investments, Business Planning, Budgets, Management, Small Business, Team Building, Business Strategy, Workers Compensation, Process Improvement, Payroll, Start-ups, CFOs, 401(k) Plan..., Legal Compliance, Outsourced HR Services, Payroll Management, Payroll Taxes and..., Employee Administration..., Employee Recruitment..., Staff Development, Entrepreneurship, Reorganization and..., Strategy Alignment, Business Process, Systems Development, Equity and Debt..., Cost Reduction..., Forecasting, Customer Service, Financial Reporting, Benefits Administration
Education
University of Colorado at Denver 1986 — 1988
Master of Science, Finance
Colorado State University 1977 — 1981
Bachelor of Science, Business Administration, Concentration in Accounting
Cindy Hern's Touche Ross Experience August 1985 - July 1988
Job Counsel at Hern Law Offices
Industry Law Practice
Experience
Hern Law Offices February 2003 - Present
Cynthia M. Hern, Esq. September 1997 - February 2003
Holland & Knight July 1988 - September 1997
Touche Ross August 1985 - July 1988
Skills
Tax, Corporate Law, Tax Law, Legal Writing, Litigation, Legal Research, Commercial Litigation, Appeals, Courts, Trusts, Mergers & Acquisitions, Estate Planning
Education
Boston University School of Law 1986 — 1990
LLM, Tax
Boston College Law School 1982 — 1985
JD
St. Bonaventure University 1978 — 1982
B.B.A., Finance/Accounting
Hern Law Offices February 2003 - Present
Cynthia M. Hern, Esq. September 1997 - February 2003
Holland & Knight July 1988 - September 1997
Touche Ross August 1985 - July 1988
Skills
Tax, Corporate Law, Tax Law, Legal Writing, Litigation, Legal Research, Commercial Litigation, Appeals, Courts, Trusts, Mergers & Acquisitions, Estate Planning
Education
Boston University School of Law 1986 — 1990
LLM, Tax
Boston College Law School 1982 — 1985
JD
St. Bonaventure University 1978 — 1982
B.B.A., Finance/Accounting
Lynn Mulholland, CPA, MSAT's Touche Ross Experience 1986 - 1988
Job Corporate tax
Industry Insurance
Experience
Aetna December 2013 - Present
Aetna July 2010 - September 2013
Aetna March 2008 - July 2010
Mahoney Sabol & Company, LLP 2000 - 2008
Sheptoff Reuber CPAs September 1996 - June 1997
Mahoney Sabol & Company, LLP August 1991 - May 1992
BlumShapiro September 1988 - March 1991
Touche Ross 1986 - 1988
Skills
Accounting, Auditing, Tax, Income Tax, Financial Analysis, Tax Preparation, Payroll, Insurance, Corporate Tax, CPA, QuickBooks, General Ledger, Account Reconciliation, Financial Statements, Tax Accounting, Financial Reporting, GAAP, Financial Accounting, Tax Research, Tax Returns, Payroll Taxes, Strategic Financial..., Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Employee Benefits
Education
University of Hartford 2004 — 2009
MSAT, ACCOUNTING, TAXATION TRACK
Central Connecticut State University 1985 — 1989
Bachelor of Science, Accounting
Manchester Community College 1983 — 1985
Associate of Science (A.S.), accounting
Aetna December 2013 - Present
Aetna July 2010 - September 2013
Aetna March 2008 - July 2010
Mahoney Sabol & Company, LLP 2000 - 2008
Sheptoff Reuber CPAs September 1996 - June 1997
Mahoney Sabol & Company, LLP August 1991 - May 1992
BlumShapiro September 1988 - March 1991
Touche Ross 1986 - 1988
Skills
Accounting, Auditing, Tax, Income Tax, Financial Analysis, Tax Preparation, Payroll, Insurance, Corporate Tax, CPA, QuickBooks, General Ledger, Account Reconciliation, Financial Statements, Tax Accounting, Financial Reporting, GAAP, Financial Accounting, Tax Research, Tax Returns, Payroll Taxes, Strategic Financial..., Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Employee Benefits
Education
University of Hartford 2004 — 2009
MSAT, ACCOUNTING, TAXATION TRACK
Central Connecticut State University 1985 — 1989
Bachelor of Science, Accounting
Manchester Community College 1983 — 1985
Associate of Science (A.S.), accounting
Eric Schornhorst's Touche Ross Experience 1984 - 1987
Job Chief Financial Officer at Michigan First Credit Union
Industry Banking
Experience
Michigan First Credit Union May 2012 - Present
Michigan First Credit Union December 2011 - May 2012
Flagstar Bank June 2010 - December 2011
DFCU Financial February 2001 - June 2010
Comerica Incorporated September 1992 - February 2001
Michigan National Corporation 1987 - 1992
Touche Ross 1984 - 1987
Skills
Financial Reporting, Banking, Financial Analysis, Analysis, Strategic Planning, Mergers, Financial Risk, SEC filings, Financial Modeling, Strategic Financial..., Cash Management, Mergers & Acquisitions, Managerial Finance, Due Diligence, Financial Services, Commercial Banking, Management
Education
University of Michigan 1989 — 1998
MBA, Finance
Central Michigan University 1979 — 1983
BS, Accounting
Michigan First Credit Union May 2012 - Present
Michigan First Credit Union December 2011 - May 2012
Flagstar Bank June 2010 - December 2011
DFCU Financial February 2001 - June 2010
Comerica Incorporated September 1992 - February 2001
Michigan National Corporation 1987 - 1992
Touche Ross 1984 - 1987
Skills
Financial Reporting, Banking, Financial Analysis, Analysis, Strategic Planning, Mergers, Financial Risk, SEC filings, Financial Modeling, Strategic Financial..., Cash Management, Mergers & Acquisitions, Managerial Finance, Due Diligence, Financial Services, Commercial Banking, Management
Education
University of Michigan 1989 — 1998
MBA, Finance
Central Michigan University 1979 — 1983
BS, Accounting
David Newlin's Touche Ross Experience 1976 - 1984
Job CFO at Summit Almonds
Industry Import and Export
Experience
Summit Almonds January 2011 - Present
consulting, litigation support October 2002 - December 2010
Western Farm Credit Bank and AgAmerica, FCB 1984 - 2002
Touche Ross 1976 - 1984
Skills
Auditing, Accounting, Financial Accounting, Risk Management, Strategic Planning, Start-ups, Management, Investments, Leadership, Cash Flow, Financial Analysis, Finance, Negotiation, Budgets, Process Improvement, Management Consulting, Business Analysis, Forecasting, Analysis, New Business Development
Education
California State University-Chico
Bachelor of Science (BS), Accounting
University of Denver
Summit Almonds January 2011 - Present
consulting, litigation support October 2002 - December 2010
Western Farm Credit Bank and AgAmerica, FCB 1984 - 2002
Touche Ross 1976 - 1984
Skills
Auditing, Accounting, Financial Accounting, Risk Management, Strategic Planning, Start-ups, Management, Investments, Leadership, Cash Flow, Financial Analysis, Finance, Negotiation, Budgets, Process Improvement, Management Consulting, Business Analysis, Forecasting, Analysis, New Business Development
Education
California State University-Chico
Bachelor of Science (BS), Accounting
University of Denver
Bryce W Whiteside's Touche Ross Experience 1974 - 1978
Job RETIRED Financial and ERP Application Software Consultant "Enthusiasm is Contagious"
Industry Computer Software
Experience
American Software 1983 - 2010
Whiteside Associates, Inc. 1979 - 1983
Rollins, Inc. 1978 - 1979
Touche Ross 1974 - 1978
Education
Bentley University 1971 — 1974
BA, Accounting and Finance
American Software 1983 - 2010
Whiteside Associates, Inc. 1979 - 1983
Rollins, Inc. 1978 - 1979
Touche Ross 1974 - 1978
Education
Bentley University 1971 — 1974
BA, Accounting and Finance
Robert Schlabach's Touche Ross Experience January 1977 - August 1980
Job Owner, Liberty Investigations
Industry Security and Investigations
Experience
Liberty Investigations February 2006 - November 2014
FBI March 1995 - July 2005
FBI September 1980 - February 1995
Touche Ross January 1977 - August 1980
Skills
Criminal Investigations, Private Investigations, Interrogation, Enforcement, Counterterrorism, Internal Investigations, Firearms, Police, Corporate Security, Evidence, Homeland Security, Fraud, Security Operations, Criminal Justice, Security Management, Workplace Violence, Investigation, Executive Protection, White Collar Criminal..., Law Enforcement, Risk Assessment, Background Checks
Education
California State University-Sacramento 1973 — 1977
Bachelors Degree, Business Administration/Accounting
Liberty Investigations February 2006 - November 2014
FBI March 1995 - July 2005
FBI September 1980 - February 1995
Touche Ross January 1977 - August 1980
Skills
Criminal Investigations, Private Investigations, Interrogation, Enforcement, Counterterrorism, Internal Investigations, Firearms, Police, Corporate Security, Evidence, Homeland Security, Fraud, Security Operations, Criminal Justice, Security Management, Workplace Violence, Investigation, Executive Protection, White Collar Criminal..., Law Enforcement, Risk Assessment, Background Checks
Education
California State University-Sacramento 1973 — 1977
Bachelors Degree, Business Administration/Accounting
Glen Lair's Touche Ross Experience October 1981 - December 1987
Job Executive VP / CFO at Human Arc
Industry Hospital & Health Care
Experience
Human Arc December 1987 - Present
Touche Ross October 1981 - December 1987
Skills
Process Improvement, Revenue Cycle, Financial Reporting, Strategic Planning, Financial Analysis, Healthcare, Medicare, Budgets, Managed Care, Customer Service, Medicaid, Accounting, Healthcare Management, Training
Education
Baldwin Wallace University 1976 — 1980
BA, Accounting - Finance
Human Arc December 1987 - Present
Touche Ross October 1981 - December 1987
Skills
Process Improvement, Revenue Cycle, Financial Reporting, Strategic Planning, Financial Analysis, Healthcare, Medicare, Budgets, Managed Care, Customer Service, Medicaid, Accounting, Healthcare Management, Training
Education
Baldwin Wallace University 1976 — 1980
BA, Accounting - Finance
Brett Price's Touche Ross Experience 1989 - 1992
Job President/Owner at Clare Controls, Inc.
Industry Computer Software
Experience
Clare Controls, Inc. 2009 - Present
Tempus Enterprises 2003 - Present
ErinMedia 2002 - 2005
Cheetah Technologies 1992 - 2002
Touche Ross 1989 - 1992
Skills
Integration, Software Development, Software Engineering, Software Design, Agile Methodologies, Business Development, Market Analysis, Product Development, Entrepreneurship, Cloud Computing, Direct Sales, Product Management, Business Intelligence, New Business Development, Team Building, SOA, Automation, Home Automation, Telecommunications, Architecture, Start-ups, Enterprise Software, Consumer Electronics, Wireless, Web Development, Product Marketing, Strategic Partnerships, Web Services, SaaS, Mobile Devices, Competitive Analysis, Sales Management, Program Management, Product Launch, Electronics, Channel Partners, Digital Signage, Solution Selling
Education
Cornell University 1988 — 1989
MBA, Business Administration
Cornell University 1987 — 1988
MSEE, Computer Engineering
Clare Controls, Inc. 2009 - Present
Tempus Enterprises 2003 - Present
ErinMedia 2002 - 2005
Cheetah Technologies 1992 - 2002
Touche Ross 1989 - 1992
Skills
Integration, Software Development, Software Engineering, Software Design, Agile Methodologies, Business Development, Market Analysis, Product Development, Entrepreneurship, Cloud Computing, Direct Sales, Product Management, Business Intelligence, New Business Development, Team Building, SOA, Automation, Home Automation, Telecommunications, Architecture, Start-ups, Enterprise Software, Consumer Electronics, Wireless, Web Development, Product Marketing, Strategic Partnerships, Web Services, SaaS, Mobile Devices, Competitive Analysis, Sales Management, Program Management, Product Launch, Electronics, Channel Partners, Digital Signage, Solution Selling
Education
Cornell University 1988 — 1989
MBA, Business Administration
Cornell University 1987 — 1988
MSEE, Computer Engineering
William S. Mosakowski's Touche Ross Experience February 1982 - December 1986
Job President at Public Consulting Group
Industry Management Consulting
Experience
Public Consulting Group December 1986 - Present
Touche Ross February 1982 - December 1986
Harvard Community Health Plan, Parker Hill Hospital February 1981 - February 1982
Department of Mental Health & Mental Retardation March 1977 - February 1981
Education
Clark University
Bachelor of Arts (B.A.), Political Science and Government
Public Consulting Group December 1986 - Present
Touche Ross February 1982 - December 1986
Harvard Community Health Plan, Parker Hill Hospital February 1981 - February 1982
Department of Mental Health & Mental Retardation March 1977 - February 1981
Education
Clark University
Bachelor of Arts (B.A.), Political Science and Government
Diane Hawley's Touche Ross Experience 1985 - 1987
Job Strategy and Planning
Industry Entertainment
Experience
various Director, Sales Strategy and Planning, The Disney ChannelThe Walt Disney Company1987 - 1991
Touche Ross 1985 - 1987
National Steel Corporation 1981 - 1983
Skills
Marketing Strategy, Strategic Planning, Non-profit Boards, Marketing, Nonprofits, Project Planning, Social Media, Public Relations, Fundraising, Advertising, Social Networking, Strategy, Event Planning
Education
Harvard Business School 1983 — 1985
MBA
Carnegie Mellon University 1978 — 1981
BS, Industrial Administration
various Director, Sales Strategy and Planning, The Disney ChannelThe Walt Disney Company1987 - 1991
Touche Ross 1985 - 1987
National Steel Corporation 1981 - 1983
Skills
Marketing Strategy, Strategic Planning, Non-profit Boards, Marketing, Nonprofits, Project Planning, Social Media, Public Relations, Fundraising, Advertising, Social Networking, Strategy, Event Planning
Education
Harvard Business School 1983 — 1985
MBA
Carnegie Mellon University 1978 — 1981
BS, Industrial Administration
Elizabeth Calder's Touche Ross Experience 1984 - 1991
Job Senior Manager, Global Finance at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 1998 - Present
Millipore 1993 - 1998
Touche Ross 1984 - 1991
Education
Bryant University 1980 — 1984
BS in BA, Accounting
The Boston Consulting Group 1998 - Present
Millipore 1993 - 1998
Touche Ross 1984 - 1991
Education
Bryant University 1980 — 1984
BS in BA, Accounting
Paul Schmuckal's Touche Ross Experience June 1969 - September 1977
Job president at schmuckal oil co
Industry Retail
Experience
schmuckal oil co September 1977 - Present
Touche Ross June 1969 - September 1977
Skills
Retail, Real Estate, Customer Service, Strategic Planning, Small Business, Business, Budgets, Marketing Strategy, New Business Development, Income Statement, Team Building, Forecasting, Analysis, Marketing, Operations Management, Inventory Management, Negotiation, Fundraising, Sales Management, Sales, Microsoft Excel, Merchandising, Public Speaking, Microsoft Word, Contract Negotiation, Microsoft Office, Selling, Mergers & Acquisitions, Leadership, Management, Business Development, Profit, Account Management, Customer Satisfaction, Business Planning, Training, Team Leadership, Start-ups, Financial Analysis, Purchasing, Coaching, Strategy, Public Relations
Education
Bentley College
master of science in taxation, taxation
Boston University
MBA, finance
University of Notre Dame 1965 — 1969
bba, accounting
schmuckal oil co September 1977 - Present
Touche Ross June 1969 - September 1977
Skills
Retail, Real Estate, Customer Service, Strategic Planning, Small Business, Business, Budgets, Marketing Strategy, New Business Development, Income Statement, Team Building, Forecasting, Analysis, Marketing, Operations Management, Inventory Management, Negotiation, Fundraising, Sales Management, Sales, Microsoft Excel, Merchandising, Public Speaking, Microsoft Word, Contract Negotiation, Microsoft Office, Selling, Mergers & Acquisitions, Leadership, Management, Business Development, Profit, Account Management, Customer Satisfaction, Business Planning, Training, Team Leadership, Start-ups, Financial Analysis, Purchasing, Coaching, Strategy, Public Relations
Education
Bentley College
master of science in taxation, taxation
Boston University
MBA, finance
University of Notre Dame 1965 — 1969
bba, accounting
Mary Dodge's Touche Ross Experience 1978 - 1980
Job Administrative Services Director at City of El Cerrtio
Industry Government Administration
Experience
City of El Cerrtio 2004 - Present
City of Concord 1997 - 2004
City of Antioch 1992 - 1997
Maze & Associates 1988 - 1992
University Foundation, CSU Chico 1981 - 1988
Touche Ross 1978 - 1980
Education
California State University-Chico 1975 — 1978
BS, Business Administration-Accounting
City of El Cerrtio 2004 - Present
City of Concord 1997 - 2004
City of Antioch 1992 - 1997
Maze & Associates 1988 - 1992
University Foundation, CSU Chico 1981 - 1988
Touche Ross 1978 - 1980
Education
California State University-Chico 1975 — 1978
BS, Business Administration-Accounting
Brian Culbert's Touche Ross Experience January 1986 - December 1987
Job First Vice President at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 1988 - Present
Touche Ross January 1986 - December 1987
Education
Concordia University
bachelor of commerce, accounting
CIBC Wood Gundy January 1988 - Present
Touche Ross January 1986 - December 1987
Education
Concordia University
bachelor of commerce, accounting
Karen Zavis (formerly McIlwain & Woody)'s Touche Ross Experience 1975 - 1984
Job Accounting Professional
Industry Accounting
Experience
Various, including University of Denver 2001 - 2009
Columbia Savings & Loan 1984 - 1991
Touche Ross 1975 - 1984
Skills
Financial Reporting, Microsoft Excel, Auditing, Accounting, Budgets, Financial Analysis, Nonprofits, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1973 — 1975
BA, Accounting
Various, including University of Denver 2001 - 2009
Columbia Savings & Loan 1984 - 1991
Touche Ross 1975 - 1984
Skills
Financial Reporting, Microsoft Excel, Auditing, Accounting, Budgets, Financial Analysis, Nonprofits, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1973 — 1975
BA, Accounting
Garth Nelson's Touche Ross Experience September 1969 - September 1972
Job Business Developer and Manager
Industry Accounting
Experience
GCN Companies, Inc April 1997 - Present
Row Allstar Wipers (formerly known as Northwest Textiles) June 1992 - May 1996
Lakewoods Home Furniture August 1987 - April 1991
Papacube Corporation October 1977 - May 1988
Sun Harbor Industries September 1975 - October 1977
Wickes Corporation September 1972 - September 1974
Touche Ross September 1969 - September 1972
Skills
Business Planning, Start-ups, Business Strategy, New Business Development, Tax, Financial Reporting, Bookkeeping, Income Tax, Tax Preparation, QuickBooks, Tax Returns, Financial Accounting, Auditing, Corporate Tax, Accounts Payable, Financial Analysis, Payroll, General Ledger, Accounts Receivable
Education
Brigham Young University 1967 — 1969
Master of Accountancy, Accouting
Brigham Young University 1962 — 1965
BA English, English, Socialogy
San Diego State University-California State University 1960 — 1962
GCN Companies, Inc April 1997 - Present
Row Allstar Wipers (formerly known as Northwest Textiles) June 1992 - May 1996
Lakewoods Home Furniture August 1987 - April 1991
Papacube Corporation October 1977 - May 1988
Sun Harbor Industries September 1975 - October 1977
Wickes Corporation September 1972 - September 1974
Touche Ross September 1969 - September 1972
Skills
Business Planning, Start-ups, Business Strategy, New Business Development, Tax, Financial Reporting, Bookkeeping, Income Tax, Tax Preparation, QuickBooks, Tax Returns, Financial Accounting, Auditing, Corporate Tax, Accounts Payable, Financial Analysis, Payroll, General Ledger, Accounts Receivable
Education
Brigham Young University 1967 — 1969
Master of Accountancy, Accouting
Brigham Young University 1962 — 1965
BA English, English, Socialogy
San Diego State University-California State University 1960 — 1962
Evan G. Birks, MBA, CMC's Touche Ross Experience 1965 - 1984
Job Chairman at The Birks Family Foundation
Industry Philanthropy
Experience
The Birks Family Foundation 2006 - Present
Personal 2006 - 2015
Sand Technology Systems May 1984 - April 1987
Touche Ross 1965 - 1984
Skills
Business Strategy, Strategic Planning, Strategy, Start-ups, Mergers & Acquisitions, Management Consulting, Fundraising, Business Planning, Marketing Strategy, Nonprofits, Leadership, Public Speaking, Program Management, Business Development, New Business Development, Investments, Strategic Partnerships, Governance, Financial Analysis, Financial Modeling, Marketing, Management, Finance, Public Relations
Education
Columbia University - Columbia Business School 1958 — 1960
MBA, Finance & Accounting
Antioch University 1954 — 1958
B.Sc., Electrical Engineering
The Birks Family Foundation 2006 - Present
Personal 2006 - 2015
Sand Technology Systems May 1984 - April 1987
Touche Ross 1965 - 1984
Skills
Business Strategy, Strategic Planning, Strategy, Start-ups, Mergers & Acquisitions, Management Consulting, Fundraising, Business Planning, Marketing Strategy, Nonprofits, Leadership, Public Speaking, Program Management, Business Development, New Business Development, Investments, Strategic Partnerships, Governance, Financial Analysis, Financial Modeling, Marketing, Management, Finance, Public Relations
Education
Columbia University - Columbia Business School 1958 — 1960
MBA, Finance & Accounting
Antioch University 1954 — 1958
B.Sc., Electrical Engineering
Stephen Donlon's Touche Ross Experience June 1970 - September 1975
Job Owner, SJ Donlon CPA
Industry Accounting
Experience
SJ Donlon CPA September 1980 - Present
SJ Donlon CPA 1975 - 2011
Touche Ross June 1970 - September 1975
Education
Bentley University
Masters in Taxation
SJ Donlon CPA September 1980 - Present
SJ Donlon CPA 1975 - 2011
Touche Ross June 1970 - September 1975
Education
Bentley University
Masters in Taxation
Colette Killian's Touche Ross Experience June 1985 - October 1988
Job Business Administrator/Accountant at Montclair State University
Industry Higher Education
Experience
Montclair State University January 2002 - Present
Patient Care 1992 - 2002
American Cyanamid October 1988 - April 1991
Touche Ross June 1985 - October 1988
Skills
Budgets, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Finance, Financial Planners, Accounts Payable, Accounts Receivable, Accounting, Strategic Financial..., Insurance
Education
Bentley College 1981 — 1985
Bachelor's of Science, Accounting
Montclair State University January 2002 - Present
Patient Care 1992 - 2002
American Cyanamid October 1988 - April 1991
Touche Ross June 1985 - October 1988
Skills
Budgets, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Finance, Financial Planners, Accounts Payable, Accounts Receivable, Accounting, Strategic Financial..., Insurance
Education
Bentley College 1981 — 1985
Bachelor's of Science, Accounting
Daniel Sennet's Touche Ross Experience September 1978 - January 1986
Job President at Norwood Motor Parts Co.
Industry Automotive
Experience
Norwood Motor Parts Co. January 1986 - Present
Touche Ross September 1978 - January 1986
Education
Boston College 1977 — 1979
Master of Business Administration (M.B.A.), Finance, General
Syracuse University 1973 — 1977
Bachelor's degree, Accounting
Norwood Motor Parts Co. January 1986 - Present
Touche Ross September 1978 - January 1986
Education
Boston College 1977 — 1979
Master of Business Administration (M.B.A.), Finance, General
Syracuse University 1973 — 1977
Bachelor's degree, Accounting
robert margulies's Touche Ross Experience September 1982 - December 1983
Job Managing Partner in Law Firm at Drabkin & Margulies
Industry Law Practice
Experience
Drabkin & Margulies December 1983 - Present
Touche Ross September 1982 - December 1983
Skills
Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Microsoft Office, Intellectual Property, Research, Courts, Legal Advice, Contract Negotiation, Mediation, Microsoft Excel, Employment Law, Microsoft Word, Public Speaking, Personal Injury, Appeals, Mergers & Acquisitions
Education
Albany Law School of Union University 1979 — 1982
Juris Doctor, Law
Hostra University 1975 — 1979
Bachelors of Business Administration, Accounting
Drabkin & Margulies December 1983 - Present
Touche Ross September 1982 - December 1983
Skills
Legal Research, Civil Litigation, Legal Writing, Commercial Litigation, Corporate Law, Microsoft Office, Intellectual Property, Research, Courts, Legal Advice, Contract Negotiation, Mediation, Microsoft Excel, Employment Law, Microsoft Word, Public Speaking, Personal Injury, Appeals, Mergers & Acquisitions
Education
Albany Law School of Union University 1979 — 1982
Juris Doctor, Law
Hostra University 1975 — 1979
Bachelors of Business Administration, Accounting
Ken Haines's Touche Ross Experience 1981 - 1986
Job CFO at Kamps Pallets, Inc.
Industry Packaging and Containers
Experience
Kamps Pallets Inc. April 2012 - Present
Wolverine World Wide - Casual Footwear Group 2000 - 2011
Foremost Insurance Company 1986 - 1999
Touche Ross 1981 - 1986
Skills
Budgets, Financial Analysis, Forecasting, Financial Reporting, Managerial Finance, Business Strategy, Strategic Planning, Management, Accounting, Financial Accounting, Supply Chain, Cost Accounting, New Business Development, Business Planning, Change Management, Internal Controls, Analysis, Auditing, Microsoft Excel, Product Development, Manufacturing
Education
Alma College 1977 — 1981
BA, Business with Accounting emphasis
Kamps Pallets Inc. April 2012 - Present
Wolverine World Wide - Casual Footwear Group 2000 - 2011
Foremost Insurance Company 1986 - 1999
Touche Ross 1981 - 1986
Skills
Budgets, Financial Analysis, Forecasting, Financial Reporting, Managerial Finance, Business Strategy, Strategic Planning, Management, Accounting, Financial Accounting, Supply Chain, Cost Accounting, New Business Development, Business Planning, Change Management, Internal Controls, Analysis, Auditing, Microsoft Excel, Product Development, Manufacturing
Education
Alma College 1977 — 1981
BA, Business with Accounting emphasis
BARBARA LACY's Touche Ross Experience May 1983 - May 1987
Job ACCOUNTANT at Sun Pacific
Industry Food & Beverages
Experience
Sun Pacific July 1987 - Present
Touche Ross May 1983 - May 1987
Benneyan,Morris,Crookshanks & Sprague CPA's June 1966 - March 1981
Education
College of the Sequoias 1964 — 1966
Business Administration and Management, General
Lindsay High School 1960 — 1964
Sun Pacific July 1987 - Present
Touche Ross May 1983 - May 1987
Benneyan,Morris,Crookshanks & Sprague CPA's June 1966 - March 1981
Education
College of the Sequoias 1964 — 1966
Business Administration and Management, General
Lindsay High School 1960 — 1964
Cari Logan's Touche Ross Experience September 1986 - October 1989
Job Accounting Professional
Industry Hospital & Health Care
Experience
Self-Employed April 2012 - Present
BHCS Dallas February 2005 - March 2012
Winstead PC September 1991 - January 2005
I.C. Deal Investments October 1989 - August 1991
Touche Ross September 1986 - October 1989
Skills
Strategic Financial..., Finance, Management, Accounting, Microsoft Excel, Process Improvement, Budgets, Account Reconciliation, Strategic Planning, Team Building, Mergers & Acquisitions, Public Speaking, QuickBooks
Education
Arizona State University 1982 — 1986
Bachelor of Science (B.S.), Accounting
Self-Employed April 2012 - Present
BHCS Dallas February 2005 - March 2012
Winstead PC September 1991 - January 2005
I.C. Deal Investments October 1989 - August 1991
Touche Ross September 1986 - October 1989
Skills
Strategic Financial..., Finance, Management, Accounting, Microsoft Excel, Process Improvement, Budgets, Account Reconciliation, Strategic Planning, Team Building, Mergers & Acquisitions, Public Speaking, QuickBooks
Education
Arizona State University 1982 — 1986
Bachelor of Science (B.S.), Accounting
Patricia Schaeffer-Crooks's Touche Ross Experience August 1985 - August 1989
Job Law Practice Professional
Industry Law Practice
Experience
Dechert LLP July 2007 - November 2013
Dechert LLP 2007 - 2013
Wolf Block March 1999 - July 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates August 1989 - March 1999
Touche Ross August 1985 - August 1989
Education
Adelphi University 1980 — 1982
Bachelor's degree, Psychology & Business, 2.9
Adelphi University 1980 — 1982
Bachelor of Arts (BA), Psychology & Business
Dechert LLP July 2007 - November 2013
Dechert LLP 2007 - 2013
Wolf Block March 1999 - July 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates August 1989 - March 1999
Touche Ross August 1985 - August 1989
Education
Adelphi University 1980 — 1982
Bachelor's degree, Psychology & Business, 2.9
Adelphi University 1980 — 1982
Bachelor of Arts (BA), Psychology & Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY