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
Sandra Baird Sandra Baird's Touche Ross Experience May 1984 - June 1986
Job Owner at Sandra H. Baird, CPA Accountancy Corporation
Industry Accounting
Experience
Sandra H. Baird, CPA Accountancy Corporation July 1999 - Present
Self-employed January 1980 - Present
Touche Ross May 1984 - June 1986
Skills
Taxes, small business..., CPA, Tax, Income Tax, Accounting, Auditing, Tax Preparation, Financial Reporting, Corporate Tax, Budgets, Mortgage Loan Originator, Tax Returns, Financial Accounting, GAAP, Tax Accounting, Partnership Taxation, Finance, Bookkeeping, General Ledger, Accountants, QuickBooks, Tax Research, Sales Tax
Education
Golden Gate University 1984 — 1990
Master's degree, Accounting
San Jose State University
Bachelor's degree, Accounting
Sandra H. Baird, CPA Accountancy Corporation July 1999 - Present
Self-employed January 1980 - Present
Touche Ross May 1984 - June 1986
Skills
Taxes, small business..., CPA, Tax, Income Tax, Accounting, Auditing, Tax Preparation, Financial Reporting, Corporate Tax, Budgets, Mortgage Loan Originator, Tax Returns, Financial Accounting, GAAP, Tax Accounting, Partnership Taxation, Finance, Bookkeeping, General Ledger, Accountants, QuickBooks, Tax Research, Sales Tax
Education
Golden Gate University 1984 — 1990
Master's degree, Accounting
San Jose State University
Bachelor's degree, Accounting
Gary Fiebert Gary Fiebert's Touche Ross Experience 1976 - 1983
Job Partner at Smock Law Firm Consultants
Industry Management Consulting
Experience
Smock Law Firm Consultants April 2012 - Present
Cricket Club Condominium 2010 - 2015
Schulte Roth & Zabel LLP June 2002 - April 2012
Rosenman& Colin March 1995 - April 2002
Mudge Rose Guthrie Alexander & Ferdon May 1992 - March 1995
Touche Ross 1976 - 1983
Skills
Change Management, Management Consulting, Strategic Planning, Strategic Management, Project Management, Operations Improvement, Practice Management, Profit Improvement, Operational Efficiency, Marketing Effectiveness, Mergers & Combinations, Business Strategy, Profit Maximization, Mergers & Acquisitions, Management, Leadership, Finance, Human Resources, Restructuring, Corporate Law, Venture Capital, Due Diligence, Strategy
Education
New York University 1964 — 1968
Bachelor of Engineering (B.E.), INDUSTRIAL ENGINEERING
LIU Post
Master of Science, Managemrnt Engineering
Smock Law Firm Consultants April 2012 - Present
Cricket Club Condominium 2010 - 2015
Schulte Roth & Zabel LLP June 2002 - April 2012
Rosenman& Colin March 1995 - April 2002
Mudge Rose Guthrie Alexander & Ferdon May 1992 - March 1995
Touche Ross 1976 - 1983
Skills
Change Management, Management Consulting, Strategic Planning, Strategic Management, Project Management, Operations Improvement, Practice Management, Profit Improvement, Operational Efficiency, Marketing Effectiveness, Mergers & Combinations, Business Strategy, Profit Maximization, Mergers & Acquisitions, Management, Leadership, Finance, Human Resources, Restructuring, Corporate Law, Venture Capital, Due Diligence, Strategy
Education
New York University 1964 — 1968
Bachelor of Engineering (B.E.), INDUSTRIAL ENGINEERING
LIU Post
Master of Science, Managemrnt Engineering
Andy Rooke Andy Rooke's Touche Ross Experience 1987 - 1990
Job CFO at Crown Media
Industry Executive Office
Experience
Twentieth Television 2007 - 2010
MySpace 2005 - 2007
Fox Entertainment Group 2003 - 2005
Warner Bros. 1995 - 2002
Warner Bros. Consumer Products 1994 - 1995
Warner Bros. 1993 - 1994
Deloitte & Touche 1990 - 1993
Touche Ross 1987 - 1990
Cape & Dalgleish 1985 - 1987
Skills
Finance, Management, Financial Forecasting, Corporate Development, Sarbanes-Oxley Act, Financial Reporting, Budget, Financial Analysis, Executive Management, Mergers, Strategic Partnerships, Financial Modeling, Business Modeling, Corporate Finance, Forecasting, Leadership, Budgets, Mergers & Acquisitions, Strategic Planning, Cash Flow, Internal Audit, Start-ups, Internal Controls, Business Planning, Strategy, Human Resources, Accounting, Managerial Finance, Auditing, Restructuring, Financial Accounting, Management Consulting
Education
Institute of Chartered Accountants in England and Wales 1985 — 1987
Chartered Accountant
Durham University 1981 — 1984
B.Sc
Twentieth Television 2007 - 2010
MySpace 2005 - 2007
Fox Entertainment Group 2003 - 2005
Warner Bros. 1995 - 2002
Warner Bros. Consumer Products 1994 - 1995
Warner Bros. 1993 - 1994
Deloitte & Touche 1990 - 1993
Touche Ross 1987 - 1990
Cape & Dalgleish 1985 - 1987
Skills
Finance, Management, Financial Forecasting, Corporate Development, Sarbanes-Oxley Act, Financial Reporting, Budget, Financial Analysis, Executive Management, Mergers, Strategic Partnerships, Financial Modeling, Business Modeling, Corporate Finance, Forecasting, Leadership, Budgets, Mergers & Acquisitions, Strategic Planning, Cash Flow, Internal Audit, Start-ups, Internal Controls, Business Planning, Strategy, Human Resources, Accounting, Managerial Finance, Auditing, Restructuring, Financial Accounting, Management Consulting
Education
Institute of Chartered Accountants in England and Wales 1985 — 1987
Chartered Accountant
Durham University 1981 — 1984
B.Sc
Antonio Camacho Antonio Camacho's Touche Ross Experience 1972 - 1973
Job Manager
Industry Entertainment
Experience
Top Draw Entertainment 1987 - Present
Brad Garretts Comedy Club 2010 - 2013
Rascals Comedy Club 1980 - 2005
Tropicana Casino & Resort 1978 - 1980
Suffolk County Department of Labor 1974 - 1978
Touche Ross 1972 - 1973
Skills
Theatre, Acting, Voice Over, Screenwriting, Television, Entertainment, Commercials, Film, Improvisation, Video Production, Event Management
Education
Hofstra University 1966 — 1972
Accounting B.B.A
Top Draw Entertainment 1987 - Present
Brad Garretts Comedy Club 2010 - 2013
Rascals Comedy Club 1980 - 2005
Tropicana Casino & Resort 1978 - 1980
Suffolk County Department of Labor 1974 - 1978
Touche Ross 1972 - 1973
Skills
Theatre, Acting, Voice Over, Screenwriting, Television, Entertainment, Commercials, Film, Improvisation, Video Production, Event Management
Education
Hofstra University 1966 — 1972
Accounting B.B.A
Doug Roorbach's Touche Ross Experience June 1987 - June 1989
Job Group Manager Finance at Verizon
Industry Information Technology and Services
Experience
Verizon January 1993 - Present
H.G. Hastings Company June 1989 - September 1992
Touche Ross June 1987 - June 1989
Chase Manhattan Bank June 1983 - May 1985
Coopers & Lybrand June 1981 - June 1983
Skills
Financial Operations, Metrics Reporting, Management, Analysis Reports, Commissioning Support, Commissioning Management, Commission Analysis, Operational Reporting
Education
Duke Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Financial Operations
Muhlenberg College 1977 — 1981
Bachelor of Arts (BA), Business Administration and Management, General
Richmond College -- London, England
Year Abroad, International Business
Verizon January 1993 - Present
H.G. Hastings Company June 1989 - September 1992
Touche Ross June 1987 - June 1989
Chase Manhattan Bank June 1983 - May 1985
Coopers & Lybrand June 1981 - June 1983
Skills
Financial Operations, Metrics Reporting, Management, Analysis Reports, Commissioning Support, Commissioning Management, Commission Analysis, Operational Reporting
Education
Duke Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Financial Operations
Muhlenberg College 1977 — 1981
Bachelor of Arts (BA), Business Administration and Management, General
Richmond College -- London, England
Year Abroad, International Business
Brett Layton MST, CPA Brett Layton MST, CPA's Touche Ross Experience January 1985 - January 1987
Job Graduate Student California Lutheran University
Industry Financial Services
Experience
California Lutheran University November 2014 - Present
Pharmacyclics April 2014 - November 2014
AMD March 2008 - October 2013
The TPL Group April 2007 - March 2008
AMD July 2004 - April 2007
AMD January 1998 - January 2002
AMD January 1988 - January 1998
AMD September 1987 - January 1988
Touche Ross January 1985 - January 1987
Arthur Andersen January 1983 - January 1985
Skills
Tax Controversy, Accounting for Income..., Tax Department..., Tax Research and..., Transfer Pricing, Tax Problem Solver, Income Tax, Management, Tax Research, Tax, SAP, Corporate Tax, International Tax, Property Tax, Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Finance, SEC filings, Accounting, GAAP, Consolidation, Revenue Recognition, Sarbanes-Oxley, CPA, US GAAP, Tax Accounting, Financial Reporting, Cost Accounting, IFRS, SEC Filings
Education
Golden Gate University 1988 — 1991
MS Taxation
San Jose State University 1978 — 1980
BS, Business Administration
UCSC Silicon Valley Extension
UCSC Silicon Valley Extension
California Lutheran University November 2014 - Present
Pharmacyclics April 2014 - November 2014
AMD March 2008 - October 2013
The TPL Group April 2007 - March 2008
AMD July 2004 - April 2007
AMD January 1998 - January 2002
AMD January 1988 - January 1998
AMD September 1987 - January 1988
Touche Ross January 1985 - January 1987
Arthur Andersen January 1983 - January 1985
Skills
Tax Controversy, Accounting for Income..., Tax Department..., Tax Research and..., Transfer Pricing, Tax Problem Solver, Income Tax, Management, Tax Research, Tax, SAP, Corporate Tax, International Tax, Property Tax, Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Finance, SEC filings, Accounting, GAAP, Consolidation, Revenue Recognition, Sarbanes-Oxley, CPA, US GAAP, Tax Accounting, Financial Reporting, Cost Accounting, IFRS, SEC Filings
Education
Golden Gate University 1988 — 1991
MS Taxation
San Jose State University 1978 — 1980
BS, Business Administration
UCSC Silicon Valley Extension
UCSC Silicon Valley Extension
Mary Anne Bohlinger CPA CFP® Mary Anne Bohlinger CPA CFP®'s Touche Ross Experience May 1982 - October 1984
Job Business Owner and Partner
Industry Financial Services
Experience
Trusted Global Advisors LLC September 2009 - Present
KM Consulting Engineers, Inc 1994 - Present
Mary Anne Bohlinger CPA LLC 1991 - Present
Touche Ross May 1982 - October 1984
Skills
IRAs, 529 Plans, Simple IRA, Series 7, Retirement, Wealth Management, Retirement Planning, Strategic Financial..., 401k, Investments, Financial Advisory, Investment Advisory
Education
University of Washington, Michael G. Foster School of Business 1980 — 1982
Bachelor of Arts (BA) Business Administration
George Mason University 1973 — 1974
Bahrain International
Trusted Global Advisors LLC September 2009 - Present
KM Consulting Engineers, Inc 1994 - Present
Mary Anne Bohlinger CPA LLC 1991 - Present
Touche Ross May 1982 - October 1984
Skills
IRAs, 529 Plans, Simple IRA, Series 7, Retirement, Wealth Management, Retirement Planning, Strategic Financial..., 401k, Investments, Financial Advisory, Investment Advisory
Education
University of Washington, Michael G. Foster School of Business 1980 — 1982
Bachelor of Arts (BA) Business Administration
George Mason University 1973 — 1974
Bahrain International
Carlos Capacete's Touche Ross Experience July 1980 - August 1983
Job Principal Kovack Securities, Inc
Industry Financial Services
Experience
Kovack Securities Inc. August 2014 - Present
UBS Wealth Management Americas July 2007 - August 2014
UBS Asset Management July 2005 - July 2007
Santander Securities April 2003 - March 2005
UBS / PaineWebber January 1987 - April 2003
Drexel Burnham Lambert August 1985 - January 1987
Banco Comercial de Mayaguez August 1983 - August 1985
Touche Ross July 1980 - August 1983
Skills
Fixed Income, Asset Management, Auditing, Strategic Planning, Financial Markets, Equities, Wealth Management, Portfolio Management, Finance, Investments, Capital Markets, Series 7, Financial Services, Due Diligence, Investment Banking, Financial Advisory, Business Strategy, Securities, Financial Analysis, Insurance, Asset Managment, Credit, Private Banking, Management, Alternative Investments, Risk Management, Budgets, Banking, Team Leadership, FINRA, Asset Allocation, Trading, Financial Planning, Mutual Funds, Structured Finance
Education
Jacksonville University 1976 — 1978
Bachelor of Science (BS), Business Administration and Management, General
St. John's School, San Juan, PR 1965 — 1972
High School
Kovack Securities Inc. August 2014 - Present
UBS Wealth Management Americas July 2007 - August 2014
UBS Asset Management July 2005 - July 2007
Santander Securities April 2003 - March 2005
UBS / PaineWebber January 1987 - April 2003
Drexel Burnham Lambert August 1985 - January 1987
Banco Comercial de Mayaguez August 1983 - August 1985
Touche Ross July 1980 - August 1983
Skills
Fixed Income, Asset Management, Auditing, Strategic Planning, Financial Markets, Equities, Wealth Management, Portfolio Management, Finance, Investments, Capital Markets, Series 7, Financial Services, Due Diligence, Investment Banking, Financial Advisory, Business Strategy, Securities, Financial Analysis, Insurance, Asset Managment, Credit, Private Banking, Management, Alternative Investments, Risk Management, Budgets, Banking, Team Leadership, FINRA, Asset Allocation, Trading, Financial Planning, Mutual Funds, Structured Finance
Education
Jacksonville University 1976 — 1978
Bachelor of Science (BS), Business Administration and Management, General
St. John's School, San Juan, PR 1965 — 1972
High School
Ijaz Ayub Ijaz Ayub's Touche Ross Experience 1981 - 1983
Job Property Manager
Industry Real Estate
Experience
Ayub Properties 1988 - Present
Azad Ayub Limited 1986 - 1987
Fauji Foundation 1983 - 1985
Touche Ross 1981 - 1983
Everett Pinto, Chartered Accountants 1979 - 1980
Sinclairs, Chartered Accountants 1975 - 1979
Education
Becker CPA Review
Certified Public Accountant (Texas), Accounting, Pass (1st Attempt)
Imperial College London 1985 — 1986
M.Sc., Management Science
London School of Accountancy
Chartered Accountant (England & Wales), Accounting, Pass (1st Attempt)
Gordon College, Rawalpindi, Pakistan 1969 — 1973
B.Sc., Mathematics and Physics, 1st Division
St. Gregory's High School, Dhaka, Bangladesh 1962 — 1969
Secondary School Certificate
Ayub Properties 1988 - Present
Azad Ayub Limited 1986 - 1987
Fauji Foundation 1983 - 1985
Touche Ross 1981 - 1983
Everett Pinto, Chartered Accountants 1979 - 1980
Sinclairs, Chartered Accountants 1975 - 1979
Education
Becker CPA Review
Certified Public Accountant (Texas), Accounting, Pass (1st Attempt)
Imperial College London 1985 — 1986
M.Sc., Management Science
London School of Accountancy
Chartered Accountant (England & Wales), Accounting, Pass (1st Attempt)
Gordon College, Rawalpindi, Pakistan 1969 — 1973
B.Sc., Mathematics and Physics, 1st Division
St. Gregory's High School, Dhaka, Bangladesh 1962 — 1969
Secondary School Certificate
Douglas McAlpine Douglas McAlpine's Touche Ross Experience January 1977 - December 1980
Job Of Counsel at Hoffman & Associates, LLC
Industry Legal Services
Experience
Hoffman & Associates, LLC September 2013 - Present
Sanders & McAlpine January 1981 - August 2013
Touche Ross January 1977 - December 1980
Skills
Income Tax Planning and..., Estate Planning, Tax Law, CPA, Corporate Law, Trusts, Wills, Inheritance Tax Planning, Preparation of Wills, Estate Administration, Tax, Business Tax Planning, Corporate Tax Planning, Personal Tax Planning, Powers of Attorney, Mediation, Mergers & Acquisitions
Education
Emory University 1973 — 1976
Juris Doctor, Law
University of Michigan 1969 — 1973
Bachelor of Science, Business Administration
Hoffman & Associates, LLC September 2013 - Present
Sanders & McAlpine January 1981 - August 2013
Touche Ross January 1977 - December 1980
Skills
Income Tax Planning and..., Estate Planning, Tax Law, CPA, Corporate Law, Trusts, Wills, Inheritance Tax Planning, Preparation of Wills, Estate Administration, Tax, Business Tax Planning, Corporate Tax Planning, Personal Tax Planning, Powers of Attorney, Mediation, Mergers & Acquisitions
Education
Emory University 1973 — 1976
Juris Doctor, Law
University of Michigan 1969 — 1973
Bachelor of Science, Business Administration
Jeff Bakk Jeff Bakk's Touche Ross Experience January 1983 - October 1985
Job Project Manager at International Decision Systems
Industry Nonprofit Organization Management
Experience
International Decision Systems July 2014 - Present
Archdiocese of St. Paul and Minneapolis August 2012 - July 2014
Franklin Community Development Center August 2011 - July 2012
Dashboard Gear April 2009 - July 2011
Health Care Management Co. October 2008 - December 2008
Vision of Glory Church September 2002 - September 2008
Lawson Software October 1985 - September 2002
Touche Ross January 1983 - October 1985
Skills
Software Implementation, Business Analysis, Project Management, Team Building, Quality Assurance, Public Speaking, Salesforce.com, Leadership, Software Development, Product Management, Program Management, Project Planning, Business Planning, Process Improvement, Parenting, Business Development, Operations Management, Analysis, Team Leadership, Budgets, Change Management, Training, Strategic Planning, Enterprise Software, Management, Business Strategy, ERP, Strategy, Business Process..., Business Process, Integration, Vendor Management, Entrepreneurship, Business Intelligence, Customer Service, Movex, Account Management, Consulting, Cross-functional Team..., Project Portfolio...
Education
Gustavus Adolphus College 1979 — 1983
BA, Accounting, Psychology
International Decision Systems July 2014 - Present
Archdiocese of St. Paul and Minneapolis August 2012 - July 2014
Franklin Community Development Center August 2011 - July 2012
Dashboard Gear April 2009 - July 2011
Health Care Management Co. October 2008 - December 2008
Vision of Glory Church September 2002 - September 2008
Lawson Software October 1985 - September 2002
Touche Ross January 1983 - October 1985
Skills
Software Implementation, Business Analysis, Project Management, Team Building, Quality Assurance, Public Speaking, Salesforce.com, Leadership, Software Development, Product Management, Program Management, Project Planning, Business Planning, Process Improvement, Parenting, Business Development, Operations Management, Analysis, Team Leadership, Budgets, Change Management, Training, Strategic Planning, Enterprise Software, Management, Business Strategy, ERP, Strategy, Business Process..., Business Process, Integration, Vendor Management, Entrepreneurship, Business Intelligence, Customer Service, Movex, Account Management, Consulting, Cross-functional Team..., Project Portfolio...
Education
Gustavus Adolphus College 1979 — 1983
BA, Accounting, Psychology
Gregg Barton Gregg Barton's Touche Ross Experience September 1985 - August 1988
Job Partner at Perkins Coie LLP
Industry Law Practice
Experience
Perkins Coie LLP March 1999 - Present
Bogle & Gates PLLC July 1989 - March 1999
Touche Ross September 1985 - August 1988
Skills
State Tax, Tax, Tax Law, Tax Research, Sales Tax, Income Tax, Litigation
Education
Georgetown University Law Center 1988 — 1989
LLM, Tax
University of Oregon School of Law 1982 — 1985
JD
University of Washington 1978 — 1982
BA, Economics
Perkins Coie LLP March 1999 - Present
Bogle & Gates PLLC July 1989 - March 1999
Touche Ross September 1985 - August 1988
Skills
State Tax, Tax, Tax Law, Tax Research, Sales Tax, Income Tax, Litigation
Education
Georgetown University Law Center 1988 — 1989
LLM, Tax
University of Oregon School of Law 1982 — 1985
JD
University of Washington 1978 — 1982
BA, Economics
Jim Glick Jim Glick's Touche Ross Experience September 1978 - May 1988
Job Retired and Enjoying Life
Industry Leisure, Travel & Tourism
Experience
Retired August 2013 - Present
ATK March 2012 - August 2013
Towers Watson June 1988 - May 2010
Touche Ross September 1978 - May 1988
Skills
Employee Benefits, Retirement Plan..., Benefits Negotiation, Executive Benefit..., Defined Benefit, Retirement, Executive Pay, 401k, Deferred Compensation, Insurance, Pensions, Life Insurance, Asset Allocation, Retirement Planning, ERISA, Strategic Planning, Health Insurance, Benefits Administration, Mergers, Incentive Programs, Pension Administration, Mergers
Education
Drake University 1974 — 1978
Bachelor of Arts (B.A.), Mathematics
Retired August 2013 - Present
ATK March 2012 - August 2013
Towers Watson June 1988 - May 2010
Touche Ross September 1978 - May 1988
Skills
Employee Benefits, Retirement Plan..., Benefits Negotiation, Executive Benefit..., Defined Benefit, Retirement, Executive Pay, 401k, Deferred Compensation, Insurance, Pensions, Life Insurance, Asset Allocation, Retirement Planning, ERISA, Strategic Planning, Health Insurance, Benefits Administration, Mergers, Incentive Programs, Pension Administration, Mergers
Education
Drake University 1974 — 1978
Bachelor of Arts (B.A.), Mathematics
John Sandlin's Touche Ross Experience February 1977 - February 1981
Job CPA and Accredited in Business Valuation
Industry Accounting
Experience
Sandlin & Company, LLC January 2003 - Present
Robinson & Sandlin, PC October 1989 - December 2002
Haynes,Hall & Robinson February 1981 - December 2002
Touche Ross February 1977 - February 1981
Skills
Auditing and Accounting, Taxation - Business and..., Business Valuation, Financial Analysis, Accounting, Auditing, Tax, Income Tax, Management Consulting, Financial Audits, CPA, Small Business, Nonprofits, Accountants, Budgets, Tax Preparation, Public Speaking, Strategic Planning, Finance, Management, Financial Planners
Education
Indiana University 1973 — 1976
Bachelor of Science, Accounting
Indiana University-Southeast 1972 — 1976
Bachelor's degree, Accounting and Business/Management
Sandlin & Company, LLC January 2003 - Present
Robinson & Sandlin, PC October 1989 - December 2002
Haynes,Hall & Robinson February 1981 - December 2002
Touche Ross February 1977 - February 1981
Skills
Auditing and Accounting, Taxation - Business and..., Business Valuation, Financial Analysis, Accounting, Auditing, Tax, Income Tax, Management Consulting, Financial Audits, CPA, Small Business, Nonprofits, Accountants, Budgets, Tax Preparation, Public Speaking, Strategic Planning, Finance, Management, Financial Planners
Education
Indiana University 1973 — 1976
Bachelor of Science, Accounting
Indiana University-Southeast 1972 — 1976
Bachelor's degree, Accounting and Business/Management
David Mazujian David Mazujian's Touche Ross Experience 1986 - 1988
Job Licensed Real Estate Salesperson at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group 2013 - Present
Patch.com 2014 - Present
Kingdom Realty LLC 2011 - Present
ING 2003 - 2010
ING 2000 - 2003
ING 1998 - 2000
Bank of Montreal 1988 - 1998
Touche Ross 1986 - 1988
Manufacturers Hanover Trust 1982 - 1984
Skills
Syndications, Portfolio Management, Credit Risk, Management, Leadership, Financial Structuring, Real Estate Economics, Credit Analysis, Real Estate, Structured Finance, Capital Markets, Credit, Risk Management, Underwriting, Real Estate Transactions, Private Equity, Commercial Real Estate, Investment Properties, Real Estate Financing, Commercial Mortgages, CMBS, Valuation, Loan Origination, Due Diligence, Asset Management, Mezzanine, Real Estate Development, Brokerage, Loans, Financial Modeling, Finance, Investment Banking, Investments, Securitization, Corporate Real Estate, Debt Restructuring, Strategic Planning, Real Estate Private..., Disposition, Restructuring, International Real..., Corporate Finance, Acquisitions, Construction Loans, Leases, Mergers & Acquisitions
Education
New York University, Stern School of Business 1984 — 1986
M.B.A., Finance/International Business
London Business School 1986 — 1986
International Management Program
Rutgers University-New Brunswick 1978 — 1982
B.A., Business Administration; German Minor
Institute of Culinary Education 2012 — 2012
Diploma, Culinary Arts, Highest Honors
Institute of Culinary Education 2012 — 2012
Diploma, Culinary Management, Highest Honors
The Corcoran Group 2013 - Present
Patch.com 2014 - Present
Kingdom Realty LLC 2011 - Present
ING 2003 - 2010
ING 2000 - 2003
ING 1998 - 2000
Bank of Montreal 1988 - 1998
Touche Ross 1986 - 1988
Manufacturers Hanover Trust 1982 - 1984
Skills
Syndications, Portfolio Management, Credit Risk, Management, Leadership, Financial Structuring, Real Estate Economics, Credit Analysis, Real Estate, Structured Finance, Capital Markets, Credit, Risk Management, Underwriting, Real Estate Transactions, Private Equity, Commercial Real Estate, Investment Properties, Real Estate Financing, Commercial Mortgages, CMBS, Valuation, Loan Origination, Due Diligence, Asset Management, Mezzanine, Real Estate Development, Brokerage, Loans, Financial Modeling, Finance, Investment Banking, Investments, Securitization, Corporate Real Estate, Debt Restructuring, Strategic Planning, Real Estate Private..., Disposition, Restructuring, International Real..., Corporate Finance, Acquisitions, Construction Loans, Leases, Mergers & Acquisitions
Education
New York University, Stern School of Business 1984 — 1986
M.B.A., Finance/International Business
London Business School 1986 — 1986
International Management Program
Rutgers University-New Brunswick 1978 — 1982
B.A., Business Administration; German Minor
Institute of Culinary Education 2012 — 2012
Diploma, Culinary Arts, Highest Honors
Institute of Culinary Education 2012 — 2012
Diploma, Culinary Management, Highest Honors
Pamela Shortal's Touche Ross Experience 1977 - 1979
Job Managing Director at Sullivan, Bruyette, Speros & Blayney (SBSB)
Industry Investment Management
Experience
Sullivan, Bruyette, Speros & Blayney (SBSB) May 1997 - Present
IBM 1984 - 1997
Touche Ross 1977 - 1979
Skills
Asset Management, Financial Planning, Retirement Planning, Tax, Portfolio Management, Investments, Financial Analysis, Estate Planning, Wealth Management
Education
Harvard Business School 1979 — 1981
MBA, Finance
Hofstra University 1974 — 1976
BBA, Accounting
Sullivan, Bruyette, Speros & Blayney (SBSB) May 1997 - Present
IBM 1984 - 1997
Touche Ross 1977 - 1979
Skills
Asset Management, Financial Planning, Retirement Planning, Tax, Portfolio Management, Investments, Financial Analysis, Estate Planning, Wealth Management
Education
Harvard Business School 1979 — 1981
MBA, Finance
Hofstra University 1974 — 1976
BBA, Accounting
Karl Janhsen Karl Janhsen's Touche Ross Experience 1989 - 1992
Job Partner at Covati & Janhsen CPA', P.C.
Industry Accounting
Experience
Covati & Janhsen CPA', P.C. November 1998 - Present
Premiere Business Appraisals, Inc. October 1998 - Present
Covati & Janhsen CPA's, P.C. 1998 - 2010
Cerini & Janhsen 1994 - 1998
Touche Ross 1989 - 1992
Skills
Business Valuation, Small Business, Business Analysis, Auditing, Retirement Planning, Income Tax, Mergers, Financial Statements, Financial Reporting, Forensic Accounting, Accounting, Mergers & Acquisitions, Financial Analysis, Corporate Tax, CPA, Cash Management, Internal Controls, General Ledger, GAAP, US GAAP, Financial Accounting, QuickBooks, Tax, Tax Preparation, Tax Research, Sales Tax, S Corporations, Due Diligence, SEC filings, Tax Accounting, Cash Flow, Strategic Financial..., Tax Returns, Partnership Taxation
Education
LIU Post 1985 — 1991
Bachelor, Accounting, Marketing
Walt Whitman High School 1981 — 1985
High School Diploma, Accounting
Covati & Janhsen CPA', P.C. November 1998 - Present
Premiere Business Appraisals, Inc. October 1998 - Present
Covati & Janhsen CPA's, P.C. 1998 - 2010
Cerini & Janhsen 1994 - 1998
Touche Ross 1989 - 1992
Skills
Business Valuation, Small Business, Business Analysis, Auditing, Retirement Planning, Income Tax, Mergers, Financial Statements, Financial Reporting, Forensic Accounting, Accounting, Mergers & Acquisitions, Financial Analysis, Corporate Tax, CPA, Cash Management, Internal Controls, General Ledger, GAAP, US GAAP, Financial Accounting, QuickBooks, Tax, Tax Preparation, Tax Research, Sales Tax, S Corporations, Due Diligence, SEC filings, Tax Accounting, Cash Flow, Strategic Financial..., Tax Returns, Partnership Taxation
Education
LIU Post 1985 — 1991
Bachelor, Accounting, Marketing
Walt Whitman High School 1981 — 1985
High School Diploma, Accounting
Marc Herling Marc Herling's Touche Ross Experience 1984 - 1987
Job Deputy General Counsel | General Counsel
Industry Financial Services
Experience
AIG October 2004 - August 2015
Prudential Financial August 1988 - March 2004
Pitney Hardin Kipp & Szuch 1987 - 1988
Touche Ross 1984 - 1987
Skills
Insurance, Employee Benefits, Life Insurance, Insurance Law, Underwriting, Financial Services, Disability Insurance, Risk Management, Property & Casualty..., Brokers, Claim, Health Insurance, General Insurance, Reinsurance, Regulatory Compliance, Regulatory Analysis, Team Leadership, Remediation, Strategic Planning
Education
New York University School of Law 1985 — 1987
L.LM., Taxation
Rutgers University School of Law - Camden 1981 — 1984
JD, Law
Fairleigh Dickinson University 1977 — 1981
BA, Economics
AIG October 2004 - August 2015
Prudential Financial August 1988 - March 2004
Pitney Hardin Kipp & Szuch 1987 - 1988
Touche Ross 1984 - 1987
Skills
Insurance, Employee Benefits, Life Insurance, Insurance Law, Underwriting, Financial Services, Disability Insurance, Risk Management, Property & Casualty..., Brokers, Claim, Health Insurance, General Insurance, Reinsurance, Regulatory Compliance, Regulatory Analysis, Team Leadership, Remediation, Strategic Planning
Education
New York University School of Law 1985 — 1987
L.LM., Taxation
Rutgers University School of Law - Camden 1981 — 1984
JD, Law
Fairleigh Dickinson University 1977 — 1981
BA, Economics
Fred Brendel Fred Brendel's Touche Ross Experience June 1985 - December 1989
Job Financial Planning at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
FGCB Consulting, LLC March 2011 - Present
Memorial Sloan-Kettering Cancer Center February 2011 - Present
Mercy Haven, Inc. January 2009 - Present
KPMG LLP July 1998 - February 2011
Nassau Suffolk Services for Autism October 1998 - June 2001
Hempstead General Hospital January 1993 - June 1998
Gracie Square Hospital July 1990 - December 1992
Deloitte December 1989 - July 1990
Touche Ross June 1985 - December 1989
Empire Blue Cross Blue Shield October 1980 - December 1984
Skills
Healthcare, Compliance, HIPAA, Financial Analysis, Mergers, Process Improvement, Strategic Planning, Business Planning, Risk Management, Budgeting, Risk Assessment, Management Consulting, Business Strategy, Due Diligence, Hospitals, Non-profits, Governance, Auditing, Reimbursement, Cost Reporting, Board Level, Budgets, Internal Controls, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Revenue Cycle, Managerial Finance, Healthcare Management, Enterprise Risk..., Executive Management, Healthcare Consulting, Internal Audit, Policy, Healthcare Industry, Accounting, GAAP, Performance Improvement, Financial Modeling, Nonprofits
Education
Hofstra University 1998 — 1999
Certificate, Computer Programming
LIU Post 1983 — 1987
MS, Taxation
New York Institute of Technology 1978 — 1980
Bachelor of Science, Accounting
Suffolk County Community College 1976 — 1978
Associates, Accounting
St. Anthony's High School 1972 — 1976
FGCB Consulting, LLC March 2011 - Present
Memorial Sloan-Kettering Cancer Center February 2011 - Present
Mercy Haven, Inc. January 2009 - Present
KPMG LLP July 1998 - February 2011
Nassau Suffolk Services for Autism October 1998 - June 2001
Hempstead General Hospital January 1993 - June 1998
Gracie Square Hospital July 1990 - December 1992
Deloitte December 1989 - July 1990
Touche Ross June 1985 - December 1989
Empire Blue Cross Blue Shield October 1980 - December 1984
Skills
Healthcare, Compliance, HIPAA, Financial Analysis, Mergers, Process Improvement, Strategic Planning, Business Planning, Risk Management, Budgeting, Risk Assessment, Management Consulting, Business Strategy, Due Diligence, Hospitals, Non-profits, Governance, Auditing, Reimbursement, Cost Reporting, Board Level, Budgets, Internal Controls, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act, Revenue Cycle, Managerial Finance, Healthcare Management, Enterprise Risk..., Executive Management, Healthcare Consulting, Internal Audit, Policy, Healthcare Industry, Accounting, GAAP, Performance Improvement, Financial Modeling, Nonprofits
Education
Hofstra University 1998 — 1999
Certificate, Computer Programming
LIU Post 1983 — 1987
MS, Taxation
New York Institute of Technology 1978 — 1980
Bachelor of Science, Accounting
Suffolk County Community College 1976 — 1978
Associates, Accounting
St. Anthony's High School 1972 — 1976
Karen Emsig Karen Emsig's Touche Ross Experience 1988 - 1990
Job Executive Director at Hazel Burns Hospice and Owner, K's Kakes
Industry Health, Wellness and Fitness
Experience
Hazel Burns Hospice June 2002 - Present
K's Kakes November 1998 - Present
Bayview Community Hospice September 2000 - April 2002
Fraser & Beatty 1990 - 1995
Touche Ross 1988 - 1990
Touche Ross 1985 - 1988
Skills
Non-profits, Volunteer Management, Program Development, Counseling Psychology, Elder Care, Nonprofits, Social Services, Executive Management, Fundraising, Psychology, Public Speaking, Case Managment, Mental Health, Treatment, Team Building, Workshop Facilitation, Psychotherapy, Training, Group Therapy, Management, Strategic Planning, Community Outreach, Patient Advocacy, Crisis Intervention, Program Evaluation, Healthcare, Case Management, Leadership Development, Board Development, Adolescents, Organizational..., Coaching, Health Education
Education
George Brown College 1980 — 1980
Real Estate License
University of Waterloo 1971 — 1974
B.A., Psychology
Seneca College of Applied Arts and Technology 1969 — 1971
Diploma, Social Services
Hazel Burns Hospice June 2002 - Present
K's Kakes November 1998 - Present
Bayview Community Hospice September 2000 - April 2002
Fraser & Beatty 1990 - 1995
Touche Ross 1988 - 1990
Touche Ross 1985 - 1988
Skills
Non-profits, Volunteer Management, Program Development, Counseling Psychology, Elder Care, Nonprofits, Social Services, Executive Management, Fundraising, Psychology, Public Speaking, Case Managment, Mental Health, Treatment, Team Building, Workshop Facilitation, Psychotherapy, Training, Group Therapy, Management, Strategic Planning, Community Outreach, Patient Advocacy, Crisis Intervention, Program Evaluation, Healthcare, Case Management, Leadership Development, Board Development, Adolescents, Organizational..., Coaching, Health Education
Education
George Brown College 1980 — 1980
Real Estate License
University of Waterloo 1971 — 1974
B.A., Psychology
Seneca College of Applied Arts and Technology 1969 — 1971
Diploma, Social Services
David Tearle David Tearle's Touche Ross Experience September 1981 - May 1994
Job Senior Vice President and Chief Financial Officer at GIA
Industry Luxury Goods & Jewelry
Experience
GIA August 2014 - Present
GIA September 2009 - July 2014
Consulting July 2008 - September 2009
Legacy Pharmaceuticals International June 2007 - June 2008
Valeant Pharmaceuticals September 2002 - July 2007
ICN Pharmaceuticals 1994 - 2002
Touche Ross September 1981 - May 1994
Skills
Due Diligence, Business Development, Executive Management, Project Planning, Accounting, Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Budgets, Strategic Planning, Finance, Financial Modeling, Business Planning, Manufacturing, Strategy, Mergers & Acquisitions, Business Strategy, Corporate Finance, Financial Audits, Restructuring, International Business, Not for Profit, Treasury Management, Investment Management, 501c3, Business Process..., Strategic Financial..., Six Sigma, Consolidation, Management Consulting, Cross-functional Team..., Process Improvement, Managerial Finance, ERP, Analysis, Acquisition Integration, Start-ups, Financial Accounting
Education
Gemological Institute of America 2010 — 2010
GIA Diplomas - GD, AJP, Graduate Diamonds, Accredited Jewelry Professional
University of Birmingham 1978 — 1981
B. Comm (Hons), Commerce
Institute of Chartered Accountants in England and Wales
ACA, UK Chartered Accountant
GIA August 2014 - Present
GIA September 2009 - July 2014
Consulting July 2008 - September 2009
Legacy Pharmaceuticals International June 2007 - June 2008
Valeant Pharmaceuticals September 2002 - July 2007
ICN Pharmaceuticals 1994 - 2002
Touche Ross September 1981 - May 1994
Skills
Due Diligence, Business Development, Executive Management, Project Planning, Accounting, Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Budgets, Strategic Planning, Finance, Financial Modeling, Business Planning, Manufacturing, Strategy, Mergers & Acquisitions, Business Strategy, Corporate Finance, Financial Audits, Restructuring, International Business, Not for Profit, Treasury Management, Investment Management, 501c3, Business Process..., Strategic Financial..., Six Sigma, Consolidation, Management Consulting, Cross-functional Team..., Process Improvement, Managerial Finance, ERP, Analysis, Acquisition Integration, Start-ups, Financial Accounting
Education
Gemological Institute of America 2010 — 2010
GIA Diplomas - GD, AJP, Graduate Diamonds, Accredited Jewelry Professional
University of Birmingham 1978 — 1981
B. Comm (Hons), Commerce
Institute of Chartered Accountants in England and Wales
ACA, UK Chartered Accountant
Eric Bremers Eric Bremers's Touche Ross Experience January 1983 - February 1986
Job Chief Business Adviser at CFO 4 Your Biz
Industry Accounting
Experience
CFO 4 Your Biz September 2007 - Present
Blue Cross Blue Shield of Nebraska 1986 - 2007
Touche Ross January 1983 - February 1986
Skills
Health Insurance, Accounting, Financial Reporting, Small Business, Business Valuation, GAAP, Business Analysis, Internal Audit, Budgets, Finance, Payroll, Process Improvement, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, US GAAP, Risk Management, Business Process..., Auditing, Financial Statements, Insurance, General Ledger, Management Consulting, Team Building, Analysis, Strategic Financial..., Financial Accounting, Financial Modeling, Leadership, CPA, Employee Benefits, Tax Preparation, Accounts Payable, Account Reconciliation, Change Management, Banking, Financial Audits, HIPAA, Management, Data Analysis, Vendor Management
Education
University of Nebraska at Omaha 1986 — 1992
MBA, Business and Finance
Creighton University 1979 — 1982
BSBA, Accounting
Benson High School 1977 — 1979
High School Diploma
CFO 4 Your Biz September 2007 - Present
Blue Cross Blue Shield of Nebraska 1986 - 2007
Touche Ross January 1983 - February 1986
Skills
Health Insurance, Accounting, Financial Reporting, Small Business, Business Valuation, GAAP, Business Analysis, Internal Audit, Budgets, Finance, Payroll, Process Improvement, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, US GAAP, Risk Management, Business Process..., Auditing, Financial Statements, Insurance, General Ledger, Management Consulting, Team Building, Analysis, Strategic Financial..., Financial Accounting, Financial Modeling, Leadership, CPA, Employee Benefits, Tax Preparation, Accounts Payable, Account Reconciliation, Change Management, Banking, Financial Audits, HIPAA, Management, Data Analysis, Vendor Management
Education
University of Nebraska at Omaha 1986 — 1992
MBA, Business and Finance
Creighton University 1979 — 1982
BSBA, Accounting
Benson High School 1977 — 1979
High School Diploma
Andy Rosman Andy Rosman's Touche Ross Experience 1980 - 1982
Job Dean, Silberman College of Business at Fairleigh Dickinson University
Industry Education Management
Experience
Fairleigh Dickinson University July 2014 - Present
Long Island University, CW Post Campus July 2012 - June 2014
University of Connecticut January 1989 - June 2012
UConn School of Business 2009 - July 2011
University of Connecticut 1999 - 2011
Financial Accounting Standards Board 1982 - 1985
Touche Ross 1980 - 1982
Skills
Higher Education, Analysis, Auditing, Public Speaking, University Teaching, Non-profits, E-Learning, Management, Staff Development, Research, Teaching, Adult Education, Instructional Design, Accounting, Instructional Technology, Student Development, Student Affairs, Distance Learning, Faculty Development, Curriculum Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
PhD, Business
Hofstra University 1976 — 1980
BBA, Accounting
Fairleigh Dickinson University July 2014 - Present
Long Island University, CW Post Campus July 2012 - June 2014
University of Connecticut January 1989 - June 2012
UConn School of Business 2009 - July 2011
University of Connecticut 1999 - 2011
Financial Accounting Standards Board 1982 - 1985
Touche Ross 1980 - 1982
Skills
Higher Education, Analysis, Auditing, Public Speaking, University Teaching, Non-profits, E-Learning, Management, Staff Development, Research, Teaching, Adult Education, Instructional Design, Accounting, Instructional Technology, Student Development, Student Affairs, Distance Learning, Faculty Development, Curriculum Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
PhD, Business
Hofstra University 1976 — 1980
BBA, Accounting
Ann Bond Ann Bond's Touche Ross Experience January 1985 - October 1986
Job Accounting Manager at Mayrath & Company, PC
Industry Accounting
Experience
Mayrath & Company, PC January 2013 - Present
Georgetown College July 2010 - December 2012
Lexington Christian Academy February 1998 - June 2010
Lexmark 1995 - 1998
Urgent Treatment Center 1992 - 1995
Coopers & Lybrand 1986 - 1992
Touche Ross January 1985 - October 1986
Education
Texas A&M University-Commerce 2012 — 2014
Master of Business Administration (MBA), Accounting and Business/Management, 4.0 cumulative GPA
Georgetown College 1981 — 1985
Bachelor of Science (BS), Accounting
Mayrath & Company, PC January 2013 - Present
Georgetown College July 2010 - December 2012
Lexington Christian Academy February 1998 - June 2010
Lexmark 1995 - 1998
Urgent Treatment Center 1992 - 1995
Coopers & Lybrand 1986 - 1992
Touche Ross January 1985 - October 1986
Education
Texas A&M University-Commerce 2012 — 2014
Master of Business Administration (MBA), Accounting and Business/Management, 4.0 cumulative GPA
Georgetown College 1981 — 1985
Bachelor of Science (BS), Accounting
Janine Roth's Touche Ross Experience 1987 - 1989
Job Vice President, Latin America and Caribbean at IGT
Industry Information Technology and Services
Experience
IGT October 2013 - Present
IGT November 2012 - September 2013
Pante, Roth, Hanrahan & Associates 2009 - 2012
Crescendo Networks, Inc. 2007 - 2009
Tricipher (VMware), Netli (Akamai), Tablus (RSA) 2004 - 2009
NetScreen Technologies February 2001 - June 2004
ADC/Centigram Communications April 1998 - February 2001
BellSouth International February 1991 - March 1998
BellSouth Advanced Networks April 1989 - March 1991
Touche Ross 1987 - 1989
Skills
Strategic Planning, Sales Management, International Sales, Business Development, Start-ups, Start-up Consulting, Marketing Strategy, Mergers & Acquisitions, Telecommunications, Management, Product Management, Strategic Partnerships, Strategy
Education
Thunderbird School of Global Management 1985 — 1987
Master of International Management
Indiana University Bloomington
Bachelor of Music, Music Performance
University of Wisconsin-Madison
Master of Science (M.Sc.), Computer Science
IGT October 2013 - Present
IGT November 2012 - September 2013
Pante, Roth, Hanrahan & Associates 2009 - 2012
Crescendo Networks, Inc. 2007 - 2009
Tricipher (VMware), Netli (Akamai), Tablus (RSA) 2004 - 2009
NetScreen Technologies February 2001 - June 2004
ADC/Centigram Communications April 1998 - February 2001
BellSouth International February 1991 - March 1998
BellSouth Advanced Networks April 1989 - March 1991
Touche Ross 1987 - 1989
Skills
Strategic Planning, Sales Management, International Sales, Business Development, Start-ups, Start-up Consulting, Marketing Strategy, Mergers & Acquisitions, Telecommunications, Management, Product Management, Strategic Partnerships, Strategy
Education
Thunderbird School of Global Management 1985 — 1987
Master of International Management
Indiana University Bloomington
Bachelor of Music, Music Performance
University of Wisconsin-Madison
Master of Science (M.Sc.), Computer Science
Bruce Yancey Bruce Yancey's Touche Ross Experience July 1983 - July 1985
Job Community Volunteer/Retired Tax Professional
Industry Accounting
Experience
Atlanta Food Bank Kids-In-Need Program January 2012 - Present
AT&T July 1985 - April 2011
Touche Ross July 1983 - July 1985
Georgia Department of Revenue January 1980 - September 1980
Education
Emory University
BBA, Economics
Georgia State University - J. Mack Robinson College of Business
MPA, Accounting
Georgia State University - J. Mack Robinson College of Business
MTX, Tax
Atlanta Food Bank Kids-In-Need Program January 2012 - Present
AT&T July 1985 - April 2011
Touche Ross July 1983 - July 1985
Georgia Department of Revenue January 1980 - September 1980
Education
Emory University
BBA, Economics
Georgia State University - J. Mack Robinson College of Business
MPA, Accounting
Georgia State University - J. Mack Robinson College of Business
MTX, Tax
Patricia Cummings Patricia Cummings's Touche Ross Experience September 1984 - September 1989
Job CoManaging Partner, New York Office at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman October 2014 - Present
Citrin Cooperman October 2013 - Present
Grant Thornton August 1996 - August 2013
AICPA September 1989 - August 1996
Touche Ross September 1984 - September 1989
Skills
Internal Audit, Revenue Recognition, Forensic Accounting, US GAAP, GAAP, Financial Reporting, Due Diligence, Private Equity, Auditing, Accounting, CPA, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, SEC Filings
Education
Dowling College 1993 — 1994
MBA, Finance
LIU Post 1980 — 1984
BS, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Grant Thornton Partner Executive Program
Citrin Cooperman October 2014 - Present
Citrin Cooperman October 2013 - Present
Grant Thornton August 1996 - August 2013
AICPA September 1989 - August 1996
Touche Ross September 1984 - September 1989
Skills
Internal Audit, Revenue Recognition, Forensic Accounting, US GAAP, GAAP, Financial Reporting, Due Diligence, Private Equity, Auditing, Accounting, CPA, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, SEC Filings
Education
Dowling College 1993 — 1994
MBA, Finance
LIU Post 1980 — 1984
BS, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Grant Thornton Partner Executive Program
Douglas Rowen Douglas Rowen's Touche Ross Experience May 1987 - August 1987
Job Business Director at 3M Company
Industry Plastics
Experience
3M January 2009 - Present
3M January 2006 - December 2009
3M 2004 - 2006
3M 1996 - 1999
3M 1993 - 1996
Touche Ross May 1987 - August 1987
General Motors June 1984 - August 1986
Skills
Marketing, Six Sigma, Analysis, Product Marketing, Cross-functional Team..., Strategy, Product Development, Commercialization, Product Management, Segmentation, Competitive Analysis, Business Strategy, New Business Development, Marketing Strategy, P&L Management
Education
Harvard Business School 1986 — 1988
MBA
Iowa State University 1980 — 1984
BS EE, Electrical Engineering
3M January 2009 - Present
3M January 2006 - December 2009
3M 2004 - 2006
3M 1996 - 1999
3M 1993 - 1996
Touche Ross May 1987 - August 1987
General Motors June 1984 - August 1986
Skills
Marketing, Six Sigma, Analysis, Product Marketing, Cross-functional Team..., Strategy, Product Development, Commercialization, Product Management, Segmentation, Competitive Analysis, Business Strategy, New Business Development, Marketing Strategy, P&L Management
Education
Harvard Business School 1986 — 1988
MBA
Iowa State University 1980 — 1984
BS EE, Electrical Engineering
Lee Whalen Lee Whalen's Touche Ross Experience June 1986 - February 1988
Job Broker at Windermere Real Estate/NW, Inc
Industry Real Estate
Experience
Windermere Real Estate October 1994 - Present
US Securities and Exchange Commission February 1988 - June 1994
Touche Ross June 1986 - February 1988
Timberline Software 1980 - 1983
Kidder Peabody 1975 - 1978
Education
University of Oregon 1983 — 1986
JD, Tax and Securities
Lewis and Clark College 1972 — 1975
BA, Economics and Business and Administration
Kenston High School
University of Iowa
Windermere Real Estate October 1994 - Present
US Securities and Exchange Commission February 1988 - June 1994
Touche Ross June 1986 - February 1988
Timberline Software 1980 - 1983
Kidder Peabody 1975 - 1978
Education
University of Oregon 1983 — 1986
JD, Tax and Securities
Lewis and Clark College 1972 — 1975
BA, Economics and Business and Administration
Kenston High School
University of Iowa
Gerald R. Slapkus, CPA Gerald R. Slapkus, CPA's Touche Ross Experience 1979 - 1990
Job DIrector of Tax Services @ BBD, LLP, Philadelphia
Industry Accounting
Experience
BBD, LLP September 2010 - Present
Elko & Associates October 1996 - August 2010
QVC 1990 - 1996
Touche Ross 1979 - 1990
Education
Drexel University 1978 — 1979
MS, Taxation
Penn State University 1971 — 1975
BS, Accounting
BBD, LLP September 2010 - Present
Elko & Associates October 1996 - August 2010
QVC 1990 - 1996
Touche Ross 1979 - 1990
Education
Drexel University 1978 — 1979
MS, Taxation
Penn State University 1971 — 1975
BS, Accounting
Doug Huesdash Doug Huesdash's Touche Ross Experience 1984 - 1987
Job Chief Markanthropist at Fidelis Resource Partners
Industry Management Consulting
Experience
Right Direction and Solutions, LLC November 2009 - Present
Fidelis Resource Partners 2012 - Present
Drinkabana June 2009 - Present
The Other Way Ministries September 2008 - December 2014
MI-SBTDC Grand Valley State University January 2011 - January 2012
e-Safety Online October 2009 - May 2011
Amneon Furniture December 2001 - October 2009
JDTI - JD Tackit 1991 - 2009
Touche Ross 1984 - 1987
Skills
New Business Development, Marketing Strategy, Product Development, Business Strategy, Strategic Planning, Business Planning, Customer Relations, Public Speaking, Entrepreneurship, Customer Service, Leadership, Business Development, Nonprofits, Management, Employee Management, Small Business, Coaching, Start-ups, Marketing, Financial Analysis, Fundraising, Team Building, Strategy, Finance, Budgets, Executive Management, Management Consulting
Education
Grand Valley State University 2010 — 2012
MBA, Marketing and Corporate Social Responsibility
Eastern Michigan University 1982 — 1984
BBA, Accounting
Right Direction and Solutions, LLC November 2009 - Present
Fidelis Resource Partners 2012 - Present
Drinkabana June 2009 - Present
The Other Way Ministries September 2008 - December 2014
MI-SBTDC Grand Valley State University January 2011 - January 2012
e-Safety Online October 2009 - May 2011
Amneon Furniture December 2001 - October 2009
JDTI - JD Tackit 1991 - 2009
Touche Ross 1984 - 1987
Skills
New Business Development, Marketing Strategy, Product Development, Business Strategy, Strategic Planning, Business Planning, Customer Relations, Public Speaking, Entrepreneurship, Customer Service, Leadership, Business Development, Nonprofits, Management, Employee Management, Small Business, Coaching, Start-ups, Marketing, Financial Analysis, Fundraising, Team Building, Strategy, Finance, Budgets, Executive Management, Management Consulting
Education
Grand Valley State University 2010 — 2012
MBA, Marketing and Corporate Social Responsibility
Eastern Michigan University 1982 — 1984
BBA, Accounting
Sherri Kuhn Sherri Kuhn's Touche Ross Experience 1986 - 1988
Job Freelance Writer, Editor, Social Media Manager
Industry Writing and Editing
Experience
Mom.me January 2015 - Present
SheKnows February 2013 - Present
The Huffington Post January 2013 - Present
Freelance Writer and Blogger May 2012 - Present
Savvy Sassy Moms October 2013 - December 2014
Livermore Valley Joint Unified School District September 2006 - June 2013
The Permanente Medical Group 1991 - 1994
Qume Corporation 1988 - 1991
Touche Ross 1986 - 1988
Skills
Blogging, Social Media, Freelance Writing, Facebook, Web Content, Copywriting, Writing, Blogger, Copy Editing, Content Writing, SEO copywriting, Social Media Strategist, Editing, WordPress, Social Networking, Content Management, Content Development, Content Strategy, Publications, Proofreading, Social Media Marketing, Microsoft Word
Education
Humboldt State University 1983 — 1986
B.A., Accounting
Leland High School 1979 — 1982
Mom.me January 2015 - Present
SheKnows February 2013 - Present
The Huffington Post January 2013 - Present
Freelance Writer and Blogger May 2012 - Present
Savvy Sassy Moms October 2013 - December 2014
Livermore Valley Joint Unified School District September 2006 - June 2013
The Permanente Medical Group 1991 - 1994
Qume Corporation 1988 - 1991
Touche Ross 1986 - 1988
Skills
Blogging, Social Media, Freelance Writing, Facebook, Web Content, Copywriting, Writing, Blogger, Copy Editing, Content Writing, SEO copywriting, Social Media Strategist, Editing, WordPress, Social Networking, Content Management, Content Development, Content Strategy, Publications, Proofreading, Social Media Marketing, Microsoft Word
Education
Humboldt State University 1983 — 1986
B.A., Accounting
Leland High School 1979 — 1982
Stephen Nickerson, CPA Stephen Nickerson, CPA's Touche Ross Experience 1984 - 1988
Job Manager, Corporate Accounting at US Postal Service
Industry Accounting
Experience
US Postal Service 2007 - Present
United States Postal Service 2000 - 2007
United States Postal Service 1998 - 2000
United States Postal Service 1997 - 1998
United States Postal Service 1994 - 1997
United States Postal Service 1990 - 1994
Ernst & Young 1988 - 1990
Touche Ross 1984 - 1988
Education
Center for Creative Leadership/USPS
Executive Development Program
Fuqua School of Business, Duke University
Advanced Management Program
University of Illinois at Urbana-Champaign 1983 — 1984
Master of Accounting Science
Lebanon Valley College 1979 — 1983
Bacelor of Science, cum laude, Accounting
US Postal Service 2007 - Present
United States Postal Service 2000 - 2007
United States Postal Service 1998 - 2000
United States Postal Service 1997 - 1998
United States Postal Service 1994 - 1997
United States Postal Service 1990 - 1994
Ernst & Young 1988 - 1990
Touche Ross 1984 - 1988
Education
Center for Creative Leadership/USPS
Executive Development Program
Fuqua School of Business, Duke University
Advanced Management Program
University of Illinois at Urbana-Champaign 1983 — 1984
Master of Accounting Science
Lebanon Valley College 1979 — 1983
Bacelor of Science, cum laude, Accounting
Jim Dunmyer Jim Dunmyer's Touche Ross Experience August 1986 - August 1989
Job Director of Finance at Bluelock, LLC
Industry Executive Office
Experience
Bluelock, LLC March 2015 - Present
Entrepreneurial Organization November 2014 - February 2015
Pac-Van, Inc May 2000 - October 2014
Nuveen Investments February 1997 - August 1999
Flagship Financial August 1990 - February 1997
Upper Valley Medical Center August 1989 - August 1990
Touche Ross August 1986 - August 1989
Skills
Strategic Planning, Financial Analysis, Mergers & Acquisitions, Forecasting, Finance, Accounting, Business Process..., Microsoft Excel, Contract Negotiation, Salesforce.com, Construction, Strategic Financial..., Navision, Information Technology, Human Resources, Organizational..., Leadership, Microsoft Dynamics, Management, Financial Planning, Budgets, Customer Service, Team Building, Process Improvement, Financial Reporting, New Business Development
Education
Wright State University 1986 — 1991
MBA, Financial Administation
DePauw University 1982 — 1986
Bachelor of Art, Economics
Bluelock, LLC March 2015 - Present
Entrepreneurial Organization November 2014 - February 2015
Pac-Van, Inc May 2000 - October 2014
Nuveen Investments February 1997 - August 1999
Flagship Financial August 1990 - February 1997
Upper Valley Medical Center August 1989 - August 1990
Touche Ross August 1986 - August 1989
Skills
Strategic Planning, Financial Analysis, Mergers & Acquisitions, Forecasting, Finance, Accounting, Business Process..., Microsoft Excel, Contract Negotiation, Salesforce.com, Construction, Strategic Financial..., Navision, Information Technology, Human Resources, Organizational..., Leadership, Microsoft Dynamics, Management, Financial Planning, Budgets, Customer Service, Team Building, Process Improvement, Financial Reporting, New Business Development
Education
Wright State University 1986 — 1991
MBA, Financial Administation
DePauw University 1982 — 1986
Bachelor of Art, Economics
Joe Yelenic Joe Yelenic's Touche Ross Experience 1983 - 1988
Job EVP, CFO, COO at Headway Workforce Solutions
Industry Staffing and Recruiting
Experience
Headway Corporate Resources April 2004 - Present
Hudson Global Resources April 2003 - April 2004
Hudson North America 2003 - 2004
Hudson Global Resourses 2003 - 2004
TMP Wordwide North America December 2000 - April 2003
SPEC Group Holdings, Inc. October 1988 - December 2000
Touche Ross 1983 - 1988
Education
Duquesne University 1979 — 1983
BS, Accounting
Headway Corporate Resources April 2004 - Present
Hudson Global Resources April 2003 - April 2004
Hudson North America 2003 - 2004
Hudson Global Resourses 2003 - 2004
TMP Wordwide North America December 2000 - April 2003
SPEC Group Holdings, Inc. October 1988 - December 2000
Touche Ross 1983 - 1988
Education
Duquesne University 1979 — 1983
BS, Accounting
Thomas Baley Thomas Baley's Touche Ross Experience 1980 - 1987
Job Adjunct Professor at Wake Tech Community College, Department of Network Engineering Technologies
Industry Information Technology and Services
Experience
Wake Technical Community College August 2014 - Present
Georgia State University July 2011 - Present
Technology Consulting Corporation Worldwide January 1976 - December 2010
Computer Associates April 2000 - September 2001
CA Global Professional Services 1999 - 2001
CMSI 1998 - 2000
Broadway & Seymour 1985 - 1997
TSW International 1995 - 1995
Touche Ross 1980 - 1987
International Insurance company - casualty, life, group, June 1970 - January 1980
Skills
Program Management, Telecommunications, Heavy Industry, Banking, Process Improvement, Manufacturing, Strategic Planning, Financial Services, Project Management, Integration, Public Speaking, Teaching, Strategy, Management Consulting, Leadership, Business Process..., Change Management, Data Analysis, Leadership Development, Business Development, Enterprise Software, Management, Product Management, Outsourcing, Data Center, Six Sigma, CRM, Cross-functional Team..., Professional Services, Project Planning, PMO, Vendor Management, Team Building, Entrepreneurship
Education
PMI ACP 2012 — 2012
Leading Agile LLC, PMI-ACP
Value-Train 2011 — 2012
Black Belt, Six Sigma
Lean Six Sigma 2010 — 2010
ACG International, Greenbelt
Rensselaer Polytechnic Institute 1972 — 1974
MS, Computer Science
Kenyon College 1966 — 1970
BA, Biology
Wake Technical Community College August 2014 - Present
Georgia State University July 2011 - Present
Technology Consulting Corporation Worldwide January 1976 - December 2010
Computer Associates April 2000 - September 2001
CA Global Professional Services 1999 - 2001
CMSI 1998 - 2000
Broadway & Seymour 1985 - 1997
TSW International 1995 - 1995
Touche Ross 1980 - 1987
International Insurance company - casualty, life, group, June 1970 - January 1980
Skills
Program Management, Telecommunications, Heavy Industry, Banking, Process Improvement, Manufacturing, Strategic Planning, Financial Services, Project Management, Integration, Public Speaking, Teaching, Strategy, Management Consulting, Leadership, Business Process..., Change Management, Data Analysis, Leadership Development, Business Development, Enterprise Software, Management, Product Management, Outsourcing, Data Center, Six Sigma, CRM, Cross-functional Team..., Professional Services, Project Planning, PMO, Vendor Management, Team Building, Entrepreneurship
Education
PMI ACP 2012 — 2012
Leading Agile LLC, PMI-ACP
Value-Train 2011 — 2012
Black Belt, Six Sigma
Lean Six Sigma 2010 — 2010
ACG International, Greenbelt
Rensselaer Polytechnic Institute 1972 — 1974
MS, Computer Science
Kenyon College 1966 — 1970
BA, Biology
Rohil Hafeez Rohil Hafeez's Touche Ross Experience 1985 - 1988
Job Chief Risk Officer at International Finance Corporation
Industry Investment Banking
Experience
International Finance Corporation June 2008 - Present
International Finance Corporation June 2008 - Present
International Finance Corporation (IFC) 2007 - Present
International Finance Corporation 2007 - Present
International Finance Corporation 2007 - Present
International Finance Corporation 2006 - 2013
World Bank 1988 - 1998
Touche Ross 1985 - 1988
Skills
Emerging Markets, Corporate Finance, Private Equity, Project Finance, Investment Banking, Financial Structuring, Valuation, Financial Modeling, Due Diligence, Portfolio Management, Financial Analysis, Capital Markets, Venture Capital, Financial Risk, Structured Finance, Finance, Auditing, Restructuring, Management Consulting, Corporate Governance, Banking, Risk Management, Economics, Investments, Asset Management, Equities, Credit Risk, Investment Management, Mergers & Acquisitions, Derivatives
Education
IMD Business School
IMD Business School
IMD Business School
INSEAD
International Finance Corporation June 2008 - Present
International Finance Corporation June 2008 - Present
International Finance Corporation (IFC) 2007 - Present
International Finance Corporation 2007 - Present
International Finance Corporation 2007 - Present
International Finance Corporation 2006 - 2013
World Bank 1988 - 1998
Touche Ross 1985 - 1988
Skills
Emerging Markets, Corporate Finance, Private Equity, Project Finance, Investment Banking, Financial Structuring, Valuation, Financial Modeling, Due Diligence, Portfolio Management, Financial Analysis, Capital Markets, Venture Capital, Financial Risk, Structured Finance, Finance, Auditing, Restructuring, Management Consulting, Corporate Governance, Banking, Risk Management, Economics, Investments, Asset Management, Equities, Credit Risk, Investment Management, Mergers & Acquisitions, Derivatives
Education
IMD Business School
IMD Business School
IMD Business School
INSEAD
David North David North's Touche Ross Experience 1985 - 1989
Job Corporate Controller at L. S. Starrett Company
Industry Accounting
Experience
L. S. Starrett Company July 2011 - Present
Communities Without Borders April 2011 - May 2012
New England Confectionery Company, Inc. (Necco) July 2008 - April 2009
Cookson Electronics July 2006 - October 2007
Financial Consultant 2003 - 2006
Invensys - Worcester Controls Corp 2000 - 2003
Cabot Corporation 1993 - 1996
Cabot Corporation 1989 - 1993
Touche Ross 1985 - 1989
Skills
Process Improvement, Internal Controls, Managerial Finance, Business Planning, Accounting, Analysis, Business Valuation, Financial Reporting, Sarbanes-Oxley Act, Finance, Revenue Recognition, Mergers, Executive Management, Lean Manufacturing, Forecasting, Financial Analysis, Change Management, GAAP, Cash Management, Due Diligence, Consolidation, Cost Accounting, Strategy, Auditing, Management, Strategic Planning, Strategic Financial..., Corporate Finance, Budgets, Six Sigma, Business Process..., ERP, Manufacturing, Risk Management, Business Strategy, Continuous Improvement, Financial Modeling, Leadership, SEC filings, Management Consulting, Sarbanes-Oxley, Business Analysis, Cash Flow, Financial Accounting, Team Leadership, US GAAP, Restructuring, Variance Analysis, Turn Around Management, CPA
Education
Dartmouth College
Bachelor of Arts (B.A.), History
New York University - Leonard N. Stern School of Business
MS, Accounting
St. Mark's School
L. S. Starrett Company July 2011 - Present
Communities Without Borders April 2011 - May 2012
New England Confectionery Company, Inc. (Necco) July 2008 - April 2009
Cookson Electronics July 2006 - October 2007
Financial Consultant 2003 - 2006
Invensys - Worcester Controls Corp 2000 - 2003
Cabot Corporation 1993 - 1996
Cabot Corporation 1989 - 1993
Touche Ross 1985 - 1989
Skills
Process Improvement, Internal Controls, Managerial Finance, Business Planning, Accounting, Analysis, Business Valuation, Financial Reporting, Sarbanes-Oxley Act, Finance, Revenue Recognition, Mergers, Executive Management, Lean Manufacturing, Forecasting, Financial Analysis, Change Management, GAAP, Cash Management, Due Diligence, Consolidation, Cost Accounting, Strategy, Auditing, Management, Strategic Planning, Strategic Financial..., Corporate Finance, Budgets, Six Sigma, Business Process..., ERP, Manufacturing, Risk Management, Business Strategy, Continuous Improvement, Financial Modeling, Leadership, SEC filings, Management Consulting, Sarbanes-Oxley, Business Analysis, Cash Flow, Financial Accounting, Team Leadership, US GAAP, Restructuring, Variance Analysis, Turn Around Management, CPA
Education
Dartmouth College
Bachelor of Arts (B.A.), History
New York University - Leonard N. Stern School of Business
MS, Accounting
St. Mark's School
Charles Brand Charles Brand's Touche Ross Experience July 1979 - December 1986
Job Partner at Dolan & Dolan, PA
Industry Law Practice
Experience
Specialty Training Consultants, LLC February 2002 - Present
Dolan and Dolan, PA October 1988 - Present
Hart and Iliff Fuel and Energy Systems January 1988 - Present
Touche Ross July 1979 - December 1986
Skills
Courts, Estate Planning, Commercial Litigation, Civil Litigation, Litigation, Corporate Law, Tax, Due Diligence, Trade Secrets, Mergers, Bankruptcy, Licensing, Patents, Personal Injury, Income Tax, Creditors' Rights, Restructuring, Westlaw, Intellectual Property, Securities, Contract Negotiation, Insurance, Mergers & Acquisitions, Employment Law, Business Transactions, Business Formation, Corporate Governance, Arbitration, Legal Research, Mediation, Business Litigation, Private Equity, Litigation Support, LLC, Product Liability, Securities Regulation, Patent Prosecution, Investments, Joint Ventures, Trademarks, Trials, Acquisitions, Appeals, Trial Practice, Cross-border..., Finance, Legal Writing, Copyright Law
Education
Lehigh University
B.S., Economics / Finance
Lehigh University - College of Business and Economics
MBA
New York University School of Law
LLM, Taxation
Rutgers University School of Law - Newark
JD, Law
Specialty Training Consultants, LLC February 2002 - Present
Dolan and Dolan, PA October 1988 - Present
Hart and Iliff Fuel and Energy Systems January 1988 - Present
Touche Ross July 1979 - December 1986
Skills
Courts, Estate Planning, Commercial Litigation, Civil Litigation, Litigation, Corporate Law, Tax, Due Diligence, Trade Secrets, Mergers, Bankruptcy, Licensing, Patents, Personal Injury, Income Tax, Creditors' Rights, Restructuring, Westlaw, Intellectual Property, Securities, Contract Negotiation, Insurance, Mergers & Acquisitions, Employment Law, Business Transactions, Business Formation, Corporate Governance, Arbitration, Legal Research, Mediation, Business Litigation, Private Equity, Litigation Support, LLC, Product Liability, Securities Regulation, Patent Prosecution, Investments, Joint Ventures, Trademarks, Trials, Acquisitions, Appeals, Trial Practice, Cross-border..., Finance, Legal Writing, Copyright Law
Education
Lehigh University
B.S., Economics / Finance
Lehigh University - College of Business and Economics
MBA
New York University School of Law
LLM, Taxation
Rutgers University School of Law - Newark
JD, Law
Joyce Jenereaux's Touche Ross Experience January 1987 - June 1989
Job President & Publisher at Detroit Free Press, President Michigan.com
Industry Publishing
Experience
Detroit Free Press/Michigan.com May 2015 - Present
Michigan.com May 2013 - Present
Michigan.com December 2005 - Present
Michigan.com April 2009 - Present
Michigan.com June 2011 - Present
Michigan.com July 1990 - December 2005
Touche Ross January 1987 - June 1989
Skills
Strategic Planning, Digital Media, Budgets, Advertising, Accounting, Online Advertising, Social Media, Marketing Strategy, Management, Marketing, Advertising Sales, Publishing, Sales Management, Marketing Communications, Event Management, New Media, Strategic Partnerships, Social Media Marketing, Project Management, Publications, Online Marketing, Social Networking, Email Marketing, Digital Marketing, Lead Generation, Media Planning, Newspapers, Direct Marketing, Digital Strategy, Mobile Marketing, Integrated Marketing, Direct Mail, Mobile Advertising, SEO, Salesforce.com, Media Buying, B2B, Budget Process, Public Relations, Leadership
Education
Eastern Michigan University 1983 — 1986
BBA, Accounting, Magna Cum Laude
Detroit Free Press/Michigan.com May 2015 - Present
Michigan.com May 2013 - Present
Michigan.com December 2005 - Present
Michigan.com April 2009 - Present
Michigan.com June 2011 - Present
Michigan.com July 1990 - December 2005
Touche Ross January 1987 - June 1989
Skills
Strategic Planning, Digital Media, Budgets, Advertising, Accounting, Online Advertising, Social Media, Marketing Strategy, Management, Marketing, Advertising Sales, Publishing, Sales Management, Marketing Communications, Event Management, New Media, Strategic Partnerships, Social Media Marketing, Project Management, Publications, Online Marketing, Social Networking, Email Marketing, Digital Marketing, Lead Generation, Media Planning, Newspapers, Direct Marketing, Digital Strategy, Mobile Marketing, Integrated Marketing, Direct Mail, Mobile Advertising, SEO, Salesforce.com, Media Buying, B2B, Budget Process, Public Relations, Leadership
Education
Eastern Michigan University 1983 — 1986
BBA, Accounting, Magna Cum Laude
John M. Frech John M. Frech's Touche Ross Experience 1977 - 1982
Job CPA | Counselor | Strategist | Problem Solver | Teacher
Industry Financial Services
Experience
TCF Bank January 2006 - December 2008
Mid Country Banks September 2005 - December 2005
Mid-States Corporate Fed Credit Union (currently Members United Corp. Fed Credit Union) 2002 - 2005
Arthur Andersen, LLP 2000 - 2002
Bank One Corporation (JP Morgan Chase) 1997 - 2000
Federal Reserve Board 1992 - 1997
Office of Thrift Supervision, Department of U.S. Treasury 1986 - 1992
Farmers National Bancorp (Wells Fargo) 1982 - 1986
Touche Ross 1977 - 1982
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Internal Audit, Banking, Finance, Business Process..., Budgets, Strategic Planning, Leadership, Analysis, Financial Risk, Policy, Economics, Teaching
Education
Loyola University Maryland 1993 — 1995
MBA, Finance
Kent State University 1973 — 1977
BBA, Accounting, Accounting
TCF Bank January 2006 - December 2008
Mid Country Banks September 2005 - December 2005
Mid-States Corporate Fed Credit Union (currently Members United Corp. Fed Credit Union) 2002 - 2005
Arthur Andersen, LLP 2000 - 2002
Bank One Corporation (JP Morgan Chase) 1997 - 2000
Federal Reserve Board 1992 - 1997
Office of Thrift Supervision, Department of U.S. Treasury 1986 - 1992
Farmers National Bancorp (Wells Fargo) 1982 - 1986
Touche Ross 1977 - 1982
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Internal Audit, Banking, Finance, Business Process..., Budgets, Strategic Planning, Leadership, Analysis, Financial Risk, Policy, Economics, Teaching
Education
Loyola University Maryland 1993 — 1995
MBA, Finance
Kent State University 1973 — 1977
BBA, Accounting, Accounting
Harlan Kwiatek Harlan Kwiatek's Touche Ross Experience 1986 - 1989
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey LLP January 2014 - Present
RubinBrown LLP December 2002 - January 2014
PROFESSIONAL ORGANIZATIONS 1983 - 2013
PricewaterhouseCoopers 1997 - 2002
McDonnell Douglas Corporation (The Boeing Company) 1989 - 1997
Touche Ross 1986 - 1989
RubinBrown LLP 1983 - 1986
Skills
State Tax, Tax Research, Tax, CPA, Corporate Tax, Income Tax, Auditing, Tax Accounting, GAAP, Accounting, Internal Controls, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, Partnership Taxation, SEC filings, Financial Accounting, Tax Returns, Tax Law, Property Tax, Management Consulting
Education
Boston University - School of Law 1982 — 1983
Master of Laws (LL.M.)
Creighton University School of Law 1979 — 1982
Doctor of Law (J.D.), Law
Creighton University 1977 — 1982
B.S.B.A. - Accounting, Accounting
Parkway West Senior High School 1975 — 1977
McGladrey LLP January 2014 - Present
RubinBrown LLP December 2002 - January 2014
PROFESSIONAL ORGANIZATIONS 1983 - 2013
PricewaterhouseCoopers 1997 - 2002
McDonnell Douglas Corporation (The Boeing Company) 1989 - 1997
Touche Ross 1986 - 1989
RubinBrown LLP 1983 - 1986
Skills
State Tax, Tax Research, Tax, CPA, Corporate Tax, Income Tax, Auditing, Tax Accounting, GAAP, Accounting, Internal Controls, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, Partnership Taxation, SEC filings, Financial Accounting, Tax Returns, Tax Law, Property Tax, Management Consulting
Education
Boston University - School of Law 1982 — 1983
Master of Laws (LL.M.)
Creighton University School of Law 1979 — 1982
Doctor of Law (J.D.), Law
Creighton University 1977 — 1982
B.S.B.A. - Accounting, Accounting
Parkway West Senior High School 1975 — 1977
Gilda Marcus's Touche Ross Experience January 1978 - November 1979
Job Experienced Accounting & Controls Manager
Industry Oil & Energy
Experience
ExxonMobil March 1982 - August 2011
Touche Ross January 1978 - November 1979
Skills
Internal Controls, Internal Audit, Financial Reporting, Financial Analysis, SAP, Auditing, Forecasting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Financial Audits, Managerial Finance, Cost Accounting, Variance Analysis, Analysis, Budgets, Management Accounting, Account Reconciliation
Education
Indiana University Bloomington 1981 — 1982
Master of Business Administration (MBA), Accounting and Finance
ExxonMobil March 1982 - August 2011
Touche Ross January 1978 - November 1979
Skills
Internal Controls, Internal Audit, Financial Reporting, Financial Analysis, SAP, Auditing, Forecasting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Financial Audits, Managerial Finance, Cost Accounting, Variance Analysis, Analysis, Budgets, Management Accounting, Account Reconciliation
Education
Indiana University Bloomington 1981 — 1982
Master of Business Administration (MBA), Accounting and Finance
Jean Larsen Jean Larsen's Touche Ross Experience 1978 - 1979
Job President and Chief Philanthropy Officer at Palomar Health Foundation
Industry Hospital & Health Care
Experience
Palomar Health Foundation December 2014 - Present
AFP 1990 - Present
Rady Children's Hospital July 1986 - December 2014
Furnishings 2000 1982 - 1986
TeleCheck, San Diego 1979 - 1982
Touche Ross 1978 - 1979
Skills
Stewardship, Philanthropy, Community Outreach, Grant Writing, Program Development, Nonprofits, Volunteer Management, Board Development, Fundraising, Media Relations, Marketing, Strategic Communications, Grants
Education
El Camino College
Palomar Health Foundation December 2014 - Present
AFP 1990 - Present
Rady Children's Hospital July 1986 - December 2014
Furnishings 2000 1982 - 1986
TeleCheck, San Diego 1979 - 1982
Touche Ross 1978 - 1979
Skills
Stewardship, Philanthropy, Community Outreach, Grant Writing, Program Development, Nonprofits, Volunteer Management, Board Development, Fundraising, Media Relations, Marketing, Strategic Communications, Grants
Education
El Camino College
Gerald Berstell Gerald Berstell's Touche Ross Experience July 1979 - December 1980
Job Turning Customer Stories into Innovation
Industry Market Research
Experience
Gerald Berstell, Innovation Research April 1987 - Present
Advanced Systems, Inc. (ASI) 1984 - 1988
McKinsey & Co. December 1980 - April 1982
Touche Ross July 1979 - December 1980
Resource Planning Associates September 1977 - September 1979
IBM October 1973 - November 1974
Skills
Strategy, Marketing, Segmentation, Program Management, Market Research, Product Development, Business Strategy, Entrepreneurship, Research, Start-ups, Qualitative Research
Education
Harvard Business School 1975 — 1977
Master of Business Administration (MBA)
Universität Stuttgart 1972 — 1973
Architecture, German
Massachusetts Institute of Technology 1967 — 1972
M. Arch, Architecture
Gerald Berstell, Innovation Research April 1987 - Present
Advanced Systems, Inc. (ASI) 1984 - 1988
McKinsey & Co. December 1980 - April 1982
Touche Ross July 1979 - December 1980
Resource Planning Associates September 1977 - September 1979
IBM October 1973 - November 1974
Skills
Strategy, Marketing, Segmentation, Program Management, Market Research, Product Development, Business Strategy, Entrepreneurship, Research, Start-ups, Qualitative Research
Education
Harvard Business School 1975 — 1977
Master of Business Administration (MBA)
Universität Stuttgart 1972 — 1973
Architecture, German
Massachusetts Institute of Technology 1967 — 1972
M. Arch, Architecture
Wayne Fields Wayne Fields's Touche Ross Experience September 1976 - April 1979
Job CPA, Business Valuations, M&A
Industry Financial Services
Experience
The Fields Group, PLLC January 2002 - Present
American Nursery Products January 1991 - January 2002
Jumping Jacks Shoes January 1987 - December 1990
Arthur Andersen & Co May 1979 - December 1986
Touche Ross September 1976 - April 1979
Skills
Accounting, Auditing, Business Planning, Budgets, Business Valuation, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Management, CPA, Credit, Risk Management, Strategic Planning, Executive Management, Financial Statements
Education
University of Arkansas at Fayetteville 1975 — 1976
Master of Science (MS), Business and Accounting
University of Alabama 1974 — 1975
Accounting and Finance
Jacksonville State University 1970 — 1974
BSBA, Accounting
The Fields Group, PLLC January 2002 - Present
American Nursery Products January 1991 - January 2002
Jumping Jacks Shoes January 1987 - December 1990
Arthur Andersen & Co May 1979 - December 1986
Touche Ross September 1976 - April 1979
Skills
Accounting, Auditing, Business Planning, Budgets, Business Valuation, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Management, CPA, Credit, Risk Management, Strategic Planning, Executive Management, Financial Statements
Education
University of Arkansas at Fayetteville 1975 — 1976
Master of Science (MS), Business and Accounting
University of Alabama 1974 — 1975
Accounting and Finance
Jacksonville State University 1970 — 1974
BSBA, Accounting
Paul Loeber Paul Loeber's Touche Ross Experience April 1976 - April 1978
Job CEO at Motown Legends, LLC
Industry Entertainment
Experience
Motown Legends, LLC December 2003 - Present
Entertainment Superstars June 1995 - Present
WCCC September 1997 - June 2003
WCCC September 1980 - June 2000
WCCC January 1992 - August 1997
IT&T - North American Automotive Operations May 1980 - August 1981
National Steel Corporation November 1979 - May 1980
American Sunroof Corporation May 1978 - November 1979
Touche Ross April 1976 - April 1978
Touche Ross April 1975 - April 1976
Skills
Entertainment, Social Media, Social Media Marketing, Marketing Strategy, Digital Media, Entrepreneurship, Music, Marketing, Music Industry
Education
Eastern Michigan University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Eastern Michigan University 1966 — 1975
Bachelor of Business Administration (BBA), Accounting
Motown Legends, LLC December 2003 - Present
Entertainment Superstars June 1995 - Present
WCCC September 1997 - June 2003
WCCC September 1980 - June 2000
WCCC January 1992 - August 1997
IT&T - North American Automotive Operations May 1980 - August 1981
National Steel Corporation November 1979 - May 1980
American Sunroof Corporation May 1978 - November 1979
Touche Ross April 1976 - April 1978
Touche Ross April 1975 - April 1976
Skills
Entertainment, Social Media, Social Media Marketing, Marketing Strategy, Digital Media, Entrepreneurship, Music, Marketing, Music Industry
Education
Eastern Michigan University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
Eastern Michigan University 1966 — 1975
Bachelor of Business Administration (BBA), Accounting
Robert Moskovitz Robert Moskovitz's Touche Ross Experience 1979 - 1983
Job CFO at LEAF Commercial Capital Inc.
Industry Financial Services
Experience
LEAF Commercial Capital, Inc. December 2003 - Present
ImpactRx 2001 - 2003
Breakthrough Commerce LLC 1999 - 2001
Synygy 1997 - 1999
Touche Ross 1979 - 1983
Skills
Financial Modeling, Finance, Strategy, Financial Analysis, Strategic Financial..., Financial Reporting, Corporate Finance, Accounting, Due Diligence, Mergers & Acquisitions, Strategic Planning, Forecasting, Cash Management, Cash Flow, Structured Finance, Budgets, Portfolio Management, Mergers, Credit, Risk Management, Internal Controls, Analysis, Accounts Receivable, Tax, Valuation, Commercial Lending, Asset Based Lending, Investor Relations, SEC Financial Reporting, Management, Operations Management, Change Management, Financial Planning, Executive Management, Banking
Education
Drexel University - LeBow College of Business 1974 — 1979
BS, Accounting; Finance
LEAF Commercial Capital, Inc. December 2003 - Present
ImpactRx 2001 - 2003
Breakthrough Commerce LLC 1999 - 2001
Synygy 1997 - 1999
Touche Ross 1979 - 1983
Skills
Financial Modeling, Finance, Strategy, Financial Analysis, Strategic Financial..., Financial Reporting, Corporate Finance, Accounting, Due Diligence, Mergers & Acquisitions, Strategic Planning, Forecasting, Cash Management, Cash Flow, Structured Finance, Budgets, Portfolio Management, Mergers, Credit, Risk Management, Internal Controls, Analysis, Accounts Receivable, Tax, Valuation, Commercial Lending, Asset Based Lending, Investor Relations, SEC Financial Reporting, Management, Operations Management, Change Management, Financial Planning, Executive Management, Banking
Education
Drexel University - LeBow College of Business 1974 — 1979
BS, Accounting; Finance
Herb Sprute Herb Sprute's Touche Ross Experience 1972 - 1977
Job CPA & Partner at Sprute & Breitenbach, CPA's, LLP
Industry Accounting
Experience
Sprute & Breitenbach, CPA's, LLP 1979 - Present
Moss Adams LLP 1978 - 1979
Touche Ross 1972 - 1977
Skills
Strategic Planning, Accounting, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Research, Budgets, Microsoft Word, Tax, PowerPoint, Team Building, Editing, Real Estate, Public Relations, Income Tax, Social Media, Retail
Education
Golden Gate University 1981 — 1983
Master of Business Administration (MBA), Taxation
University of Idaho 1968 — 1972
Bachelor of Science (B.S.), Accounting and Business/Management
Sprute & Breitenbach, CPA's, LLP 1979 - Present
Moss Adams LLP 1978 - 1979
Touche Ross 1972 - 1977
Skills
Strategic Planning, Accounting, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Research, Budgets, Microsoft Word, Tax, PowerPoint, Team Building, Editing, Real Estate, Public Relations, Income Tax, Social Media, Retail
Education
Golden Gate University 1981 — 1983
Master of Business Administration (MBA), Taxation
University of Idaho 1968 — 1972
Bachelor of Science (B.S.), Accounting and Business/Management
Lou Tamburro Lou Tamburro's Touche Ross Experience 1974 - 1980
Job
Industry Hospital & Health Care
Experience
Vitas Healthcare May 2004 - Present
Patient Care, Inc. 1983 - 2003
Grant Thornton LLP 1980 - 1983
Touche Ross 1974 - 1980
Skills
Healthcare Management, Healthcare, Hospitals, Home Care, Medicare
Education
Duquesne University 1970 — 1974
BS Business Administration, Accounting
Vitas Healthcare May 2004 - Present
Patient Care, Inc. 1983 - 2003
Grant Thornton LLP 1980 - 1983
Touche Ross 1974 - 1980
Skills
Healthcare Management, Healthcare, Hospitals, Home Care, Medicare
Education
Duquesne University 1970 — 1974
BS Business Administration, Accounting
Chris Thrush Chris Thrush's Touche Ross Experience January 1987 - January 1988
Job President at Selective Resources
Industry Staffing and Recruiting
Experience
Selective Resources September 2004 - Present
Romac/KForce April 1989 - May 2002
Touche Ross January 1987 - January 1988
Education
East Carolina University 1984 — 1986
BS, Accounting
Trenton State 1982 — 1984
Selective Resources September 2004 - Present
Romac/KForce April 1989 - May 2002
Touche Ross January 1987 - January 1988
Education
East Carolina University 1984 — 1986
BS, Accounting
Trenton State 1982 — 1984
Ellen Chalef Ellen Chalef's Touche Ross Experience July 1979 - February 1982
Job Volunteer Fundraiser
Industry Fund-Raising
Experience
Jewish Family & Career Services of Atlanta March 2013 - Present
Sanders Financial Management March 2005 - August 2012
Jewish Family & Career Services March 2009 - March 2011
Communication Trends 1984 - 1985
Cox Enterprises 1982 - 1984
Touche Ross July 1979 - February 1982
Education
Emory University 1975 — 1979
BBA, Accounting
Emory University - Goizueta Business School 1975 — 1979
BBA, Accounting
Walt Whitman High School 1972 — 1975
Jewish Family & Career Services of Atlanta March 2013 - Present
Sanders Financial Management March 2005 - August 2012
Jewish Family & Career Services March 2009 - March 2011
Communication Trends 1984 - 1985
Cox Enterprises 1982 - 1984
Touche Ross July 1979 - February 1982
Education
Emory University 1975 — 1979
BBA, Accounting
Emory University - Goizueta Business School 1975 — 1979
BBA, Accounting
Walt Whitman High School 1972 — 1975
Florine Nath, CPA's Touche Ross Experience 1978 - 1985
Job CFO, Rocky Mountain Foods, Inc.
Industry Food Production
Experience
Denver Works 2009 - Present
CO Attorney General's Office March 2010 - February 2013
Tatum LLC March 2007 - October 2009
Governor's Office, State of Colorado February 2004 - March 2007
various companies January 1999 - December 2003
HR Source, LLC October 1996 - December 1998
Financial Executives International 1995 - 1996
Aspen Imaging February 1985 - October 1994
Touche Ross 1978 - 1985
Skills
Financial Reporting, Acquisition Integration, Mergers & Acquisitions, Recruiting, Strategic Planning, Business Development, Finance, Internal Controls, Risk Management, Strategy, Leadership, Accounts Receivable, Accounting, Budgets, Integration, Mergers, Management, Auditing, Private Equity, Sarbanes-Oxley Act, Business Process..., ERP, SEC filings, Enterprise Risk..., Training
Education
Emporia State University 1974 — 1977
Bachelor of Science, Accounting
Denver Works 2009 - Present
CO Attorney General's Office March 2010 - February 2013
Tatum LLC March 2007 - October 2009
Governor's Office, State of Colorado February 2004 - March 2007
various companies January 1999 - December 2003
HR Source, LLC October 1996 - December 1998
Financial Executives International 1995 - 1996
Aspen Imaging February 1985 - October 1994
Touche Ross 1978 - 1985
Skills
Financial Reporting, Acquisition Integration, Mergers & Acquisitions, Recruiting, Strategic Planning, Business Development, Finance, Internal Controls, Risk Management, Strategy, Leadership, Accounts Receivable, Accounting, Budgets, Integration, Mergers, Management, Auditing, Private Equity, Sarbanes-Oxley Act, Business Process..., ERP, SEC filings, Enterprise Risk..., Training
Education
Emporia State University 1974 — 1977
Bachelor of Science, Accounting
Walt Tracy Walt Tracy's Touche Ross Experience 1987 - 1988
Job IT Leader and CIO
Industry Nonprofit Organization Management
Experience
Association of Christian Schools International December 2010 - Present
SmithBucklin October 2007 - February 2010
La Petite Academy 2003 - 2007
Performance Parking 2003 - 2003
InterPark 1999 - 2002
McDonald's Corporation 1992 - 1999
T&M Investments - a franchise of 11 McDonald's restaurants 1988 - 1992
Touche Ross 1987 - 1988
Texas Instruments 1983 - 1985
Skills
Project Management, Business Intelligence, CRM, Vendor Management, ERP, Strategy, Integration, IT & Business Strategy..., SaaS, Start-ups, Leadership, Cloud Computing, Management, E-commerce, Business Analysis, Program Management, IT Management, Strategic Planning, Business Strategy, Consulting, Information Technology, Management Consulting, Operations Management, Cross-functional Team..., Teamwork, Team Building, Team Leadership, Customer Service, Data Architecture, Business Architecture, Customer Satisfaction, Business Requirements
Education
University of Pennsylvania - The Wharton School 1985 — 1987
M.B.A., Finance
Georgia Institute of Technology 1979 — 1983
B.S., Information and Computer Science
Association of Christian Schools International December 2010 - Present
SmithBucklin October 2007 - February 2010
La Petite Academy 2003 - 2007
Performance Parking 2003 - 2003
InterPark 1999 - 2002
McDonald's Corporation 1992 - 1999
T&M Investments - a franchise of 11 McDonald's restaurants 1988 - 1992
Touche Ross 1987 - 1988
Texas Instruments 1983 - 1985
Skills
Project Management, Business Intelligence, CRM, Vendor Management, ERP, Strategy, Integration, IT & Business Strategy..., SaaS, Start-ups, Leadership, Cloud Computing, Management, E-commerce, Business Analysis, Program Management, IT Management, Strategic Planning, Business Strategy, Consulting, Information Technology, Management Consulting, Operations Management, Cross-functional Team..., Teamwork, Team Building, Team Leadership, Customer Service, Data Architecture, Business Architecture, Customer Satisfaction, Business Requirements
Education
University of Pennsylvania - The Wharton School 1985 — 1987
M.B.A., Finance
Georgia Institute of Technology 1979 — 1983
B.S., Information and Computer Science
Randy P. Siller, CPA*, CIMA®, Masters In Tax's Touche Ross Experience January 1982 - January 1986
Job Partner, Siller & Cohen, Family Wealth Advisors
Industry Financial Services
Experience
Siller & Cohen Family Wealth Advisors January 1988 - Present
Touche Ross January 1982 - January 1986
Coopers & Lybrand Consulting January 1979 - January 1982
Skills
CPA, CRPC, Certified Investment..., Financial Planning, Estate Planning, High Net Worth..., Investments, Portfolio Management, Insurance, Tax, Small Business, Finance, Strategic Financial..., Financial Planners, Investment Advisory, Financial Services, Wealth Management, Mutual Funds, Wealth, Retirement Planning, Retirement
Education
University of Pennsylvania - The Wharton School (CA)
Certified Investment Management Analyst Designation
Harvard University
Leadership Program
Pace University 1982 — 1985
Masters, Taxation
The University of Connecticut 1975 — 1979
Bachelor of Science, Accounting & Finance
Siller & Cohen Family Wealth Advisors January 1988 - Present
Touche Ross January 1982 - January 1986
Coopers & Lybrand Consulting January 1979 - January 1982
Skills
CPA, CRPC, Certified Investment..., Financial Planning, Estate Planning, High Net Worth..., Investments, Portfolio Management, Insurance, Tax, Small Business, Finance, Strategic Financial..., Financial Planners, Investment Advisory, Financial Services, Wealth Management, Mutual Funds, Wealth, Retirement Planning, Retirement
Education
University of Pennsylvania - The Wharton School (CA)
Certified Investment Management Analyst Designation
Harvard University
Leadership Program
Pace University 1982 — 1985
Masters, Taxation
The University of Connecticut 1975 — 1979
Bachelor of Science, Accounting & Finance
Bobette Wilson's Touche Ross Experience November 1982 - August 1986
Job Human Resource/Risk Management Director at Bannock County, Pocatello ID
Industry Government Administration
Experience
Bannock County, Pocatello ID October 1998 - Present
Ford's Electric Ltd. Co., Pocatello, ID May 1998 - September 1998
Independent Contractor, Los Angeles, CA October 1994 - February 1998
Stutman, Treister & Glatt P.C., Los Angeles, CA March 1992 - October 1994
Arden Group, Inc., Compton, CA November 1990 - March 1992
General Group International, Harbor City, CA April 1988 - September 1990
Transamerica Insurance Group, Los Angeles, CA May 1987 - April 1988
The Terteling Company, Inc., Boise, ID August 1986 - May 1987
Touche Ross November 1982 - August 1986
Skills
Employee Benefits, Workers Compensation, Risk Management, Accounting, Policy, HR Policies, Auditing, Human Resources, Training, Benefits Administration, Internal Audit, Financial Reporting, Budgets, Management, Public Speaking, Strategic Planning, Team Building, Account Reconciliation, Accounts Receivable, Payroll, Program Management, Coaching
Education
Idaho State University 1978 — 1982
Bachelor of Business Administration, Major Accounting
Bannock County, Pocatello ID October 1998 - Present
Ford's Electric Ltd. Co., Pocatello, ID May 1998 - September 1998
Independent Contractor, Los Angeles, CA October 1994 - February 1998
Stutman, Treister & Glatt P.C., Los Angeles, CA March 1992 - October 1994
Arden Group, Inc., Compton, CA November 1990 - March 1992
General Group International, Harbor City, CA April 1988 - September 1990
Transamerica Insurance Group, Los Angeles, CA May 1987 - April 1988
The Terteling Company, Inc., Boise, ID August 1986 - May 1987
Touche Ross November 1982 - August 1986
Skills
Employee Benefits, Workers Compensation, Risk Management, Accounting, Policy, HR Policies, Auditing, Human Resources, Training, Benefits Administration, Internal Audit, Financial Reporting, Budgets, Management, Public Speaking, Strategic Planning, Team Building, Account Reconciliation, Accounts Receivable, Payroll, Program Management, Coaching
Education
Idaho State University 1978 — 1982
Bachelor of Business Administration, Major Accounting
Jean-Humbert Croci Jean-Humbert Croci's Touche Ross Experience 1987 - 1988
Job Managing partner
Industry Accounting
Experience
DCA SAM 2002 - Present
DCA SAM 2002 - Present
Deloitte France 1988 - 1991
Touche Ross 1987 - 1988
Skills
Due Diligence, Comptabilité, Audit externe, Fiscalité, Commissaire aux comptes
Education
université paris 1985 — 1989
expert comptable
université de nice 1982 — 1983
DESS Fiscalité internationale
HEC 1979 — 1982
Accounting and Finance
DCA SAM 2002 - Present
DCA SAM 2002 - Present
Deloitte France 1988 - 1991
Touche Ross 1987 - 1988
Skills
Due Diligence, Comptabilité, Audit externe, Fiscalité, Commissaire aux comptes
Education
université paris 1985 — 1989
expert comptable
université de nice 1982 — 1983
DESS Fiscalité internationale
HEC 1979 — 1982
Accounting and Finance
Jeff Bastian Jeff Bastian's Touche Ross Experience July 1986 - July 1989
Job VP and Controller at LSI Industries Inc
Industry Consumer Goods
Experience
LSI Industries Inc June 1989 - Present
Touche Ross July 1986 - July 1989
Skills
ERP Systems..., SOX compliance, SEC reporting, Accounting, Auditing, Internal Controls, JD Edwards, Forecasting, Financial Reporting, Internal Audit, Fixed Assets, Process Improvement, Cost Accounting, Accounts Payable, Budgets, Sarbanes-Oxley Act, SEC filings, ERP
Education
Wright State University 1984 — 1986
MBA, Accounting and Finance
Eastern Kentucky University 1978 — 1982
BS, Environmental Studies
LSI Industries Inc June 1989 - Present
Touche Ross July 1986 - July 1989
Skills
ERP Systems..., SOX compliance, SEC reporting, Accounting, Auditing, Internal Controls, JD Edwards, Forecasting, Financial Reporting, Internal Audit, Fixed Assets, Process Improvement, Cost Accounting, Accounts Payable, Budgets, Sarbanes-Oxley Act, SEC filings, ERP
Education
Wright State University 1984 — 1986
MBA, Accounting and Finance
Eastern Kentucky University 1978 — 1982
BS, Environmental Studies
Robert C. Rogers, Jr. Robert C. Rogers, Jr.'s Touche Ross Experience January 1980 - January 1983
Job Partner at Bohannon, Rogers, and Pacella
Industry Law Practice
Experience
Bohannon, Rogers, and Pacella February 1985 - Present
Touche Ross January 1980 - January 1983
Auditor-General's Office January 1973 - August 1976
Education
University of Florida 1979 — 1980
LLM, Taxation
Nova Southeastern University 1976 — 1979
JD, Law
Florida State University 1968 — 1973
BS, Accounting and Finance
Bohannon, Rogers, and Pacella February 1985 - Present
Touche Ross January 1980 - January 1983
Auditor-General's Office January 1973 - August 1976
Education
University of Florida 1979 — 1980
LLM, Taxation
Nova Southeastern University 1976 — 1979
JD, Law
Florida State University 1968 — 1973
BS, Accounting and Finance
MICHAEL BOGART MICHAEL BOGART's Touche Ross Experience 1972 - 1980
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Principal Financial Group January 2014 - March 2015
MetLife January 2010 - December 2013
Oppenheimer & Co Inc 2002 - 2009
Gruntal & Co 1995 - 2002
Prudential Securities November 1992 - December 1995
Trio Packaging November 1980 - November 1992
Touche Ross 1972 - 1980
Skills
Retirement, Fixed Annuities, Retirement Planning, Long-term Care, Estate Planning, Strategic Financial..., Investment Advisory, Investments, Investment Strategies, Financial Advisory, Insurance, Series 63, Term Life Insurance, Life Insurance, Mutual Funds, Wealth Management, Portfolio Management
Education
Hofstra University 1970 — 1972
BBA, Accounting
University of Missouri-Columbia 1968 — 1970
n/a, Liberal Arts
Tresper Clarke Class of '68 1964 — 1968
regents, academic
New York Life Insurance Company June 2015 - Present
Principal Financial Group January 2014 - March 2015
MetLife January 2010 - December 2013
Oppenheimer & Co Inc 2002 - 2009
Gruntal & Co 1995 - 2002
Prudential Securities November 1992 - December 1995
Trio Packaging November 1980 - November 1992
Touche Ross 1972 - 1980
Skills
Retirement, Fixed Annuities, Retirement Planning, Long-term Care, Estate Planning, Strategic Financial..., Investment Advisory, Investments, Investment Strategies, Financial Advisory, Insurance, Series 63, Term Life Insurance, Life Insurance, Mutual Funds, Wealth Management, Portfolio Management
Education
Hofstra University 1970 — 1972
BBA, Accounting
University of Missouri-Columbia 1968 — 1970
n/a, Liberal Arts
Tresper Clarke Class of '68 1964 — 1968
regents, academic
Dennis Kelly's Touche Ross Experience June 1981 - December 1982
Job Director, Smithsonian's National Zoological Park
Industry Museums and Institutions
Experience
Smithsonian February 2010 - Present
Zoo Atlanta June 2003 - February 2010
Green Mountain Energy Company March 1999 - June 2003
The Coca-Cola Company January 1983 - March 1999
Touche Ross June 1981 - December 1982
Procter & Gamble December 1976 - August 1979
US Army April 1972 - February 1974
Skills
zoo
Education
Harvard University 1979 — 1981
MBA
Georgia Institute of Technology 1974 — 1976
BME, Mechanical Engineering
Smithsonian February 2010 - Present
Zoo Atlanta June 2003 - February 2010
Green Mountain Energy Company March 1999 - June 2003
The Coca-Cola Company January 1983 - March 1999
Touche Ross June 1981 - December 1982
Procter & Gamble December 1976 - August 1979
US Army April 1972 - February 1974
Skills
zoo
Education
Harvard University 1979 — 1981
MBA
Georgia Institute of Technology 1974 — 1976
BME, Mechanical Engineering
Roberta L. Swanson CPA's Touche Ross Experience 1985 - 1988
Job Senior Director, Tax at Western Digital
Industry Computer Hardware
Experience
Western Digital 2000 - Present
Apria Healthcare 1994 - 2000
EY 1993 - 1994
Restaurant Enterprises Group 1988 - 1993
Touche Ross 1985 - 1988
Skills
Tax, Corporate Tax, CPA, International Tax, Transfer Pricing, Sarbanes-Oxley Act, Mergers & Acquisitions, SEC Financial Reporting, Forecasting, Tax Accounting, Internal Controls, Cross-functional Team..., FIN 48, Cash Management, Strategic Planning, Process Improvement
Education
Golden Gate University
Master of Science (MS), Taxation
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics / Emphasis in Accounting
Western Digital 2000 - Present
Apria Healthcare 1994 - 2000
EY 1993 - 1994
Restaurant Enterprises Group 1988 - 1993
Touche Ross 1985 - 1988
Skills
Tax, Corporate Tax, CPA, International Tax, Transfer Pricing, Sarbanes-Oxley Act, Mergers & Acquisitions, SEC Financial Reporting, Forecasting, Tax Accounting, Internal Controls, Cross-functional Team..., FIN 48, Cash Management, Strategic Planning, Process Improvement
Education
Golden Gate University
Master of Science (MS), Taxation
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics / Emphasis in Accounting
Vikram Malkani's Touche Ross Experience September 1979 - December 1985
Job Managing Director at Rabobank
Industry Banking
Experience
Rabobank July 2010 - Present
Malkani Advisory April 2003 - June 2010
Citigroup Corprate & Investment Bank February 1986 - March 2003
Touche Ross September 1979 - December 1985
Education
Institute of Chartered Accountants in England and Wales
Chartered Accountant
Rabobank July 2010 - Present
Malkani Advisory April 2003 - June 2010
Citigroup Corprate & Investment Bank February 1986 - March 2003
Touche Ross September 1979 - December 1985
Education
Institute of Chartered Accountants in England and Wales
Chartered Accountant
Jim Siverts's Touche Ross Experience 1982 - 1985
Job CoFounder, Hatchbuck. Easy to use marketing automation for businesses that want to grow.
Industry Computer Software
Experience
Hatchbuck 2011 - Present
Better Life Natural Cleaning Products 2008 - 2015
Mission Athletecare 2007 - 2011
Sendouts.com 1999 - 2010
Dent Wizard International 1991 - 2002
Pro Staffing Solutions November 1985 - May 1990
Touche Ross 1982 - 1985
Skills
Small Business, Accounting, Marketing, Marketing Strategy, New Business Development, Start-ups, Business Strategy, Entrepreneurship, Sales, Social Media Marketing, Email Marketing, Team Building, Online Marketing, Business Development, Lead Generation, Sales Management, Strategy, Management
Education
Creighton University School of Law 1979 — 1982
JD
Dana College 1975 — 1979
BS
Hatchbuck 2011 - Present
Better Life Natural Cleaning Products 2008 - 2015
Mission Athletecare 2007 - 2011
Sendouts.com 1999 - 2010
Dent Wizard International 1991 - 2002
Pro Staffing Solutions November 1985 - May 1990
Touche Ross 1982 - 1985
Skills
Small Business, Accounting, Marketing, Marketing Strategy, New Business Development, Start-ups, Business Strategy, Entrepreneurship, Sales, Social Media Marketing, Email Marketing, Team Building, Online Marketing, Business Development, Lead Generation, Sales Management, Strategy, Management
Education
Creighton University School of Law 1979 — 1982
JD
Dana College 1975 — 1979
BS
John Dilenschneider's Touche Ross Experience 1987 - 1988
Job CEO, WebQA
Industry Information Technology and Services
Experience
WebQA 2004 - Present
Anexsys. LLC 2002 - 2004
Project Management Partners 1997 - 2002
ICG Consulting 1990 - 2000
Ameritech Information Systems 1988 - 1990
Touche Ross 1987 - 1988
The First National Bank of Chicago 1979 - 1987
Education
DePaul University
MS with Distinction, Computer Science
The University of Chicago 1979 — 1981
MBA, Finance and Marketing
University of Notre Dame 1975 — 1979
BA with Honors, American Studies and Spanish
WebQA 2004 - Present
Anexsys. LLC 2002 - 2004
Project Management Partners 1997 - 2002
ICG Consulting 1990 - 2000
Ameritech Information Systems 1988 - 1990
Touche Ross 1987 - 1988
The First National Bank of Chicago 1979 - 1987
Education
DePaul University
MS with Distinction, Computer Science
The University of Chicago 1979 — 1981
MBA, Finance and Marketing
University of Notre Dame 1975 — 1979
BA with Honors, American Studies and Spanish
Monica Dodi's Touche Ross Experience September 1984 - October 1986
Job Managing Director and Co Founder at The Women's Venture Capital Fund
Industry Venture Capital & Private Equity
Experience
The Women's Venture Capital Fund May 2010 - Present
Board Member LA River Project January 2012 - Present
United Internet Artists, Inc. September 1999 - Present
oediv.com June 2000 - January 2002
AOL July 1997 - July 1999
Warner Bros. The Warner Channel September 1996 - February 1997
Disney Consumer Products September 1990 - December 1992
MTV Networks November 1986 - August 1989
Touche Ross September 1984 - October 1986
Evans Industries - Showcase Corporation September 1977 - June 1982
Skills
Mergers, New Media, Venture Capital, Private Equity, Start-ups, Due Diligence, Corporate Development, Valuation, Entrepreneurship, Investments, Business Strategy, IPO, Digital Media, Restructuring, Mergers & Acquisitions, Leadership, Business Development, Strategy, M&A experience, Growth Capital, LBO, Angel Investing, Finance, Investment Banking, Alternative Investments, Emerging Markets, Strategic Partnerships, Strategic Planning, Investor Relations, Management, Deal Sourcing, Private Placements, Competitive Analysis, Cleantech, Venture Financing, Executive Management, Start-up Ventures, Capital, Financial Structuring, Capital Raising, Strategic Consulting, Marketing, Start-up Consulting, Turn Around Management, Acquisitions, Leveraged Finance, Board of Directors, Joint Ventures, Business Valuation, Monetization
Education
Georgetown University
BSBA, International Economics
Harvard Business School
mba
The Women's Venture Capital Fund May 2010 - Present
Board Member LA River Project January 2012 - Present
United Internet Artists, Inc. September 1999 - Present
oediv.com June 2000 - January 2002
AOL July 1997 - July 1999
Warner Bros. The Warner Channel September 1996 - February 1997
Disney Consumer Products September 1990 - December 1992
MTV Networks November 1986 - August 1989
Touche Ross September 1984 - October 1986
Evans Industries - Showcase Corporation September 1977 - June 1982
Skills
Mergers, New Media, Venture Capital, Private Equity, Start-ups, Due Diligence, Corporate Development, Valuation, Entrepreneurship, Investments, Business Strategy, IPO, Digital Media, Restructuring, Mergers & Acquisitions, Leadership, Business Development, Strategy, M&A experience, Growth Capital, LBO, Angel Investing, Finance, Investment Banking, Alternative Investments, Emerging Markets, Strategic Partnerships, Strategic Planning, Investor Relations, Management, Deal Sourcing, Private Placements, Competitive Analysis, Cleantech, Venture Financing, Executive Management, Start-up Ventures, Capital, Financial Structuring, Capital Raising, Strategic Consulting, Marketing, Start-up Consulting, Turn Around Management, Acquisitions, Leveraged Finance, Board of Directors, Joint Ventures, Business Valuation, Monetization
Education
Georgetown University
BSBA, International Economics
Harvard Business School
mba
Dick Judd's Touche Ross Experience 1973 - 1979
Job Retired
Industry Retail
Experience
Beall's, Inc. November 2005 - April 2012
Winn Dixie 2004 - 2005
Winn Dixie Stores 2001 - 2005
Fleming Companies 1979 - 2000
Touche Ross 1973 - 1979
Skills
Private Label, Store Management, Operations Management, Change Management, Retail, Leadership, Inventory Control, Marketing Strategy, Assortment, Team Building, Team Leadership, Pricing, Budgets, Process Improvement, Microsoft Office, Grocery, Apparel, Merchandising, Income Statement, Inventory Management, Management, Profit, Loss Prevention, Sales Management, Strategic Planning, Driving Results, Visual Merchandising, Warehousing, Logistics, Cross-functional Team..., P&L Management, Customer Service, Product Development, Supply Chain Management, Microsoft Excel, Project Planning, Forecasting, Negotiation, Sales, Food, Supply Chain, Purchasing, Sales Operations, Hiring, Human Resources, CPFR, Big Box, Transportation..., Wholesale, Process Scheduler
Education
Emporia State University 1969 — 1973
Beall's, Inc. November 2005 - April 2012
Winn Dixie 2004 - 2005
Winn Dixie Stores 2001 - 2005
Fleming Companies 1979 - 2000
Touche Ross 1973 - 1979
Skills
Private Label, Store Management, Operations Management, Change Management, Retail, Leadership, Inventory Control, Marketing Strategy, Assortment, Team Building, Team Leadership, Pricing, Budgets, Process Improvement, Microsoft Office, Grocery, Apparel, Merchandising, Income Statement, Inventory Management, Management, Profit, Loss Prevention, Sales Management, Strategic Planning, Driving Results, Visual Merchandising, Warehousing, Logistics, Cross-functional Team..., P&L Management, Customer Service, Product Development, Supply Chain Management, Microsoft Excel, Project Planning, Forecasting, Negotiation, Sales, Food, Supply Chain, Purchasing, Sales Operations, Hiring, Human Resources, CPFR, Big Box, Transportation..., Wholesale, Process Scheduler
Education
Emporia State University 1969 — 1973
Olive Darragh's Touche Ross Experience 1985 - 1988
Job CEO Zolio, Founder/CEO at Darragh, Inc
Industry Financial Services
Experience
Zolio Inc August 2012 - Present
Darragh, Inc July 2010 - Present
Tudor Investments May 2004 - July 2010
McKinsey & Company September 1990 - March 2004
Touche Ross 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Venture Capital, Management Consulting, Strategy, Investment Management, Management, Strategic Planning
Education
Harvard Business School 1988 — 1990
MBA
The University of Edinburgh 1981 — 1985
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Zolio Inc August 2012 - Present
Darragh, Inc July 2010 - Present
Tudor Investments May 2004 - July 2010
McKinsey & Company September 1990 - March 2004
Touche Ross 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Venture Capital, Management Consulting, Strategy, Investment Management, Management, Strategic Planning
Education
Harvard Business School 1988 — 1990
MBA
The University of Edinburgh 1981 — 1985
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Karen McNamee's Touche Ross Experience August 1981 - June 1984
Job Partner at Zinman & Company, PC
Industry Accounting
Experience
Zinman & Company, PC October 1995 - Present
Bush Levin Tecosky Zinman PC July 2002 - October 2005
Touche Ross August 1981 - June 1984
Skills
Accounting, GAAP, Tax Preparation, Corporate Tax, Business Planning, Budgets, Financial Accounting, Income Tax, Small Business, CPA, Financial Statements, Financial Reporting, Tax, Tax Returns, Partnership Taxation
Education
La Salle University 1977 — 1981
Bachelor of science, Accounting
Zinman & Company, PC October 1995 - Present
Bush Levin Tecosky Zinman PC July 2002 - October 2005
Touche Ross August 1981 - June 1984
Skills
Accounting, GAAP, Tax Preparation, Corporate Tax, Business Planning, Budgets, Financial Accounting, Income Tax, Small Business, CPA, Financial Statements, Financial Reporting, Tax, Tax Returns, Partnership Taxation
Education
La Salle University 1977 — 1981
Bachelor of science, Accounting
Malcolm Wattman's Touche Ross Experience 1968 - 1968
Job Senior Counsel at Cadwalader, Wickersham & Taft LLP
Industry Law Practice
Experience
Cadwalader, Wickersham & Taft LLP January 1969 - Present
Touche Ross 1968 - 1968
M&M/Mars 1966 - 1968
UNIROYAL 1964 - 1966
US Air Material Command 1963 - 1964
Education
Fordham University School of Law 1964 — 1968
JD, Law
University at Buffalo 1959 — 1963
B.S., Industrial Engineering
Cadwalader, Wickersham & Taft LLP January 1969 - Present
Touche Ross 1968 - 1968
M&M/Mars 1966 - 1968
UNIROYAL 1964 - 1966
US Air Material Command 1963 - 1964
Education
Fordham University School of Law 1964 — 1968
JD, Law
University at Buffalo 1959 — 1963
B.S., Industrial Engineering
Bertram Brown's Touche Ross Experience 1987 - 1989
Job SVP & CFO at Sierra International LLC
Industry Financial Services
Experience
Sierra International LLC 2012 - Present
Global Payments 2011 - 2012
RBS WorldPay 2007 - 2011
HomeBanc Mortgage 2003 - 2007
McKesson 2000 - 2003
First Data Corporation 1996 - 2000
Holiday Inn Worldwide 1991 - 1996
Deloitte & Touche 1987 - 1990
Touche Ross 1987 - 1989
Skills
Financial Analysis, Financial Modeling, Budgets, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Competitive Analysis, Corporate Finance, Internal Audit, Mergers, Strategic Financial..., Internal Controls, Finance, SEC Filings, SEC filings
Education
Florida Agricultural and Mechanical University 1983 — 1987
BS, Accounting
Florida Agricultural and Mechanical University 1983 — 1987
Bachelor of Science (BS), Accounting
Sierra International LLC 2012 - Present
Global Payments 2011 - 2012
RBS WorldPay 2007 - 2011
HomeBanc Mortgage 2003 - 2007
McKesson 2000 - 2003
First Data Corporation 1996 - 2000
Holiday Inn Worldwide 1991 - 1996
Deloitte & Touche 1987 - 1990
Touche Ross 1987 - 1989
Skills
Financial Analysis, Financial Modeling, Budgets, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Competitive Analysis, Corporate Finance, Internal Audit, Mergers, Strategic Financial..., Internal Controls, Finance, SEC Filings, SEC filings
Education
Florida Agricultural and Mechanical University 1983 — 1987
BS, Accounting
Florida Agricultural and Mechanical University 1983 — 1987
Bachelor of Science (BS), Accounting
Christine Menard, CPA's Touche Ross Experience 1985 - 1990
Job Project Account at Wilbanks Energy Logistics
Industry Accounting
Experience
Wilbanks Energy Logistics August 2014 - December 2014
Lotus Engineering Inc August 2003 - March 2014
Samuel Whittar 1999 - 2002
Johnson Controls 1996 - 1998
Touche Ross 1985 - 1990
Skills
Automotive, Financial Analysis, Manufacturing, Budgets, Process Improvement, Forecasting, Vehicles, Financial Modeling, Business Process..., Business Planning, Program Management, Strategic Planning, Six Sigma, Continuous Improvement, Risk Management, Cross-functional Team..., Change Management, Accounting, Revenue Recognition, Product Development, Strategy, Business Strategy, Financial Reporting
Education
Eastern Michigan University 1994 — 1997
MBA, Business
Eastern Michigan University 1977 — 1984
BBA, Accounting
Wilbanks Energy Logistics August 2014 - December 2014
Lotus Engineering Inc August 2003 - March 2014
Samuel Whittar 1999 - 2002
Johnson Controls 1996 - 1998
Touche Ross 1985 - 1990
Skills
Automotive, Financial Analysis, Manufacturing, Budgets, Process Improvement, Forecasting, Vehicles, Financial Modeling, Business Process..., Business Planning, Program Management, Strategic Planning, Six Sigma, Continuous Improvement, Risk Management, Cross-functional Team..., Change Management, Accounting, Revenue Recognition, Product Development, Strategy, Business Strategy, Financial Reporting
Education
Eastern Michigan University 1994 — 1997
MBA, Business
Eastern Michigan University 1977 — 1984
BBA, Accounting
Catherine Clifford's Touche Ross Experience 1985 - 1987
Job marketing + social media
Industry Online Media
Experience
Decorist June 2014 - Present
Marie-Veronique Organics September 2009 - March 2014
YourOnRamp August 2006 - December 2010
GATX Capital 2000 - 2001
GATX Capital 1998 - 2000
GATX Capital 1992 - 1998
Chrysler Capital Corporation 1987 - 1991
Touche Ross 1985 - 1987
Skills
Social Media, Online Marketing, Social Networking, Entrepreneurship, Brand Development, Marketing, Management, Marketing Strategy, Strategic Partnerships, Online Advertising, Social Media Marketing, Strategic Planning, Business Development, Start-ups, Marketing Communications, E-commerce, Business Planning, Business Strategy, Lead Generation, Strategy, Email Marketing, Market Research, Competitive Analysis, CRM, Digital Strategy, Small Business, Digital Marketing, Leadership, Mobile Marketing, Marketing Management
Education
Indiana University Bloomington 1981 — 1985
Bachelor's degree, Accounting
Decorist June 2014 - Present
Marie-Veronique Organics September 2009 - March 2014
YourOnRamp August 2006 - December 2010
GATX Capital 2000 - 2001
GATX Capital 1998 - 2000
GATX Capital 1992 - 1998
Chrysler Capital Corporation 1987 - 1991
Touche Ross 1985 - 1987
Skills
Social Media, Online Marketing, Social Networking, Entrepreneurship, Brand Development, Marketing, Management, Marketing Strategy, Strategic Partnerships, Online Advertising, Social Media Marketing, Strategic Planning, Business Development, Start-ups, Marketing Communications, E-commerce, Business Planning, Business Strategy, Lead Generation, Strategy, Email Marketing, Market Research, Competitive Analysis, CRM, Digital Strategy, Small Business, Digital Marketing, Leadership, Mobile Marketing, Marketing Management
Education
Indiana University Bloomington 1981 — 1985
Bachelor's degree, Accounting
Paul Conway's Touche Ross Experience 1981 - 1986
Job General Partner and CFO at Spark Capital
Industry Venture Capital & Private Equity
Experience
Spark Capital LLC July 2005 - Present
Charles River Ventures, Inc. February 1988 - September 2000
American Finance Group 1986 - 1988
Touche Ross 1981 - 1986
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
Spark Capital LLC July 2005 - Present
Charles River Ventures, Inc. February 1988 - September 2000
American Finance Group 1986 - 1988
Touche Ross 1981 - 1986
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
Bob Fuchs's Touche Ross Experience 1980 - 1982
Job Senior Vice President Central Region at Paradigm Tax Group
Industry Accounting
Experience
Paradigm Tax Group January 2015 - Present
Paradigm Tax Group March 2006 - Present
Asset Management Resources July 2004 - February 2006
PricewaterhouseCoopers June 2002 - June 2004
Arthur Andersen March 1993 - June 2002
BDO 1989 - 1993
Touche Ross 1980 - 1982
Skills
Tax Audits, Tax Reduction, Tax, Property Tax, Process Improvement, Outsourcing, Negotiation, Valuation, Tax Compliance, Auditing
Education
Grand Valley State University 1977 — 1984
Master of Science (M.S.), Taxation
Paradigm Tax Group January 2015 - Present
Paradigm Tax Group March 2006 - Present
Asset Management Resources July 2004 - February 2006
PricewaterhouseCoopers June 2002 - June 2004
Arthur Andersen March 1993 - June 2002
BDO 1989 - 1993
Touche Ross 1980 - 1982
Skills
Tax Audits, Tax Reduction, Tax, Property Tax, Process Improvement, Outsourcing, Negotiation, Valuation, Tax Compliance, Auditing
Education
Grand Valley State University 1977 — 1984
Master of Science (M.S.), Taxation
Joyce Hess's Touche Ross Experience 1980 - 1982
Job Finance and HR Manager at Syntech Research Laboratory Services LLC
Industry Construction
Experience
Syntech Research Laboratory Services LLC May 2013 - Present
Heartland Sheets LLC May 2012 - May 2013
Dean Machinery Co. September 2004 - May 2012
DDI Realty Services, Inc. February 1998 - June 2004
Unimark, Inc. June 1997 - January 1998
Touche Ross 1980 - 1982
Skills
Budgets, SAP, Accounting, Business Planning, Managerial Finance, Strategic Planning, General Ledger, Financial Analysis, Operations Management, Continuous Improvement, Management, Business Strategy, Customer Service, Financial Reporting, Mergers & Acquisitions, Process Improvement, Financial Statements, Account Reconciliation, Analysis
Education
Drake University 1976 — 1980
BSBA, Accounting
Syntech Research Laboratory Services LLC May 2013 - Present
Heartland Sheets LLC May 2012 - May 2013
Dean Machinery Co. September 2004 - May 2012
DDI Realty Services, Inc. February 1998 - June 2004
Unimark, Inc. June 1997 - January 1998
Touche Ross 1980 - 1982
Skills
Budgets, SAP, Accounting, Business Planning, Managerial Finance, Strategic Planning, General Ledger, Financial Analysis, Operations Management, Continuous Improvement, Management, Business Strategy, Customer Service, Financial Reporting, Mergers & Acquisitions, Process Improvement, Financial Statements, Account Reconciliation, Analysis
Education
Drake University 1976 — 1980
BSBA, Accounting
Sherman Leach's Touche Ross Experience July 1983 - July 1986
Job Accounting Professional
Industry Accounting
Experience
Northland Services, Inc. July 2004 - December 2007
Klean Earth Environmental Company July 1997 - December 2004
Trade Products, Inc. July 1986 - July 1997
Touche Ross July 1983 - July 1986
Education
Washington State University 1981 — 1983
Linfield College 1979 — 1981
Northland Services, Inc. July 2004 - December 2007
Klean Earth Environmental Company July 1997 - December 2004
Trade Products, Inc. July 1986 - July 1997
Touche Ross July 1983 - July 1986
Education
Washington State University 1981 — 1983
Linfield College 1979 — 1981
Robert Howard's Touche Ross Experience 1976 - 1978
Job CoExecutive Director & CFO at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP July 2010 - Present
Sullivan & Cromwell LLP June 2003 - July 2010
Citigroup 2002 - 2003
Citigroup 1999 - 2002
Citigroup 1998 - 1999
Citicorp 1989 - 1998
Pepsi Bottling Group 1980 - 1989
Touche Ross 1976 - 1978
Skills
Corporate Finance, Start-ups, Strategic Planning, Mergers & Acquisitions, Analysis, Strategic Financial..., Finance, Due Diligence, Restructuring, Budgets, Financial Modeling, Corporate Governance, Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Lehigh University - College of Business and Economics 1972 — 1976
B.S., Accounting
Sullivan & Cromwell LLP July 2010 - Present
Sullivan & Cromwell LLP June 2003 - July 2010
Citigroup 2002 - 2003
Citigroup 1999 - 2002
Citigroup 1998 - 1999
Citicorp 1989 - 1998
Pepsi Bottling Group 1980 - 1989
Touche Ross 1976 - 1978
Skills
Corporate Finance, Start-ups, Strategic Planning, Mergers & Acquisitions, Analysis, Strategic Financial..., Finance, Due Diligence, Restructuring, Budgets, Financial Modeling, Corporate Governance, Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Lehigh University - College of Business and Economics 1972 — 1976
B.S., Accounting
John Maly's Touche Ross Experience 1985 - 1987
Job President at Mirabella Beauty Products
Industry Wholesale
Experience
Mirabella Beauty Products March 2010 - Present
The People Fund July 2008 - Present
Mirabella Beauty Products, LLC. June 2006 - Present
Maly's 1989 - 2007
Deloitte Touche 1985 - June 1987
Touche Ross 1985 - 1987
Skills
Leadership Development, Cosmetics, Salons, Accounting, Skin Care, Beauty, Cosmetology, Makeup Artistry, Sales, Marketing, Weddings, Hair Care, Trade Shows, New Business Development, Retail, Public Relations, Merchandising, Beauty Industry
Education
Indiana University Bloomington 1981 — 1985
BA, Accounting
Mirabella Beauty Products March 2010 - Present
The People Fund July 2008 - Present
Mirabella Beauty Products, LLC. June 2006 - Present
Maly's 1989 - 2007
Deloitte Touche 1985 - June 1987
Touche Ross 1985 - 1987
Skills
Leadership Development, Cosmetics, Salons, Accounting, Skin Care, Beauty, Cosmetology, Makeup Artistry, Sales, Marketing, Weddings, Hair Care, Trade Shows, New Business Development, Retail, Public Relations, Merchandising, Beauty Industry
Education
Indiana University Bloomington 1981 — 1985
BA, Accounting
Laurie Ben-Amo's Touche Ross Experience 1983 - 1986
Job Chief Operating Officer at Abel/Noser Corp
Industry Financial Services
Experience
Abel/Noser Corp Chief Operating OfficerAbel/Noser Corp2010 - Present
EF Hutton & Company 1986 - 1987
Touche Ross 1983 - 1986
Skills
Securities, Equities, Derivatives, Equity Trading, Financial Markets, Hedge Funds, Trading, Series 7, Fixed Income, Capital Markets, Management Accounting, Trading Systems, Risk Management, Electronic Trading, Management
Education
Hofstra University 1981 — 1983
University at Albany, SUNY 1979 — 1981
Accounting
New Rochelle High School
Ramah
Abel/Noser Corp Chief Operating OfficerAbel/Noser Corp2010 - Present
EF Hutton & Company 1986 - 1987
Touche Ross 1983 - 1986
Skills
Securities, Equities, Derivatives, Equity Trading, Financial Markets, Hedge Funds, Trading, Series 7, Fixed Income, Capital Markets, Management Accounting, Trading Systems, Risk Management, Electronic Trading, Management
Education
Hofstra University 1981 — 1983
University at Albany, SUNY 1979 — 1981
Accounting
New Rochelle High School
Ramah
Don Kinnaman's Touche Ross Experience August 1979 - July 1981
Job Owner, DeMarco, Kinnaman, Lewis & Co.
Industry Accounting
Experience
DeMarco, Kinnaman, Lewis & Co. August 2001 - Present
Berg, DeMarco, Lewis, Sawatski & Co. July 1982 - July 2001
International Harvester July 1981 - July 1982
Touche Ross August 1979 - July 1981
Skills
401k, Tax, Financial Reporting, Payroll, Pensions, Strategic Financial..., Retirement, Estate Planning, Small Business, Investments, General Ledger, Accounting, Retirement Planning, Bank Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1980
MS Taxation
University of Illinois at Urbana-Champaign 1974 — 1978
BS, Accounting
DeMarco, Kinnaman, Lewis & Co. August 2001 - Present
Berg, DeMarco, Lewis, Sawatski & Co. July 1982 - July 2001
International Harvester July 1981 - July 1982
Touche Ross August 1979 - July 1981
Skills
401k, Tax, Financial Reporting, Payroll, Pensions, Strategic Financial..., Retirement, Estate Planning, Small Business, Investments, General Ledger, Accounting, Retirement Planning, Bank Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1980
MS Taxation
University of Illinois at Urbana-Champaign 1974 — 1978
BS, Accounting
Rick Slivosky's Touche Ross Experience June 1978 - June 1979
Job Senior Account Manager at Kforce
Industry Staffing and Recruiting
Experience
Kforce May 1997 - Present
Kforce Professional Staffing 1997 - Present
Tippins Industries Inc October 1993 - April 1997
Elkem Metals May 1989 - September 1993
Alpern Rosenthal and Company May 1987 - April 1989
Sisterson & Co. LLP July 1979 - April 1987
Touche Ross June 1978 - June 1979
Skills
Technical Recruiting, Recruiting, Staff Augmentation, Leadership, Talent Acquisition, Forecasting, Temporary Staffing, Cold Calling, Applicant Tracking..., Management, Staffing Services, Sourcing
Education
Duquesne University 1975 — 1978
Kforce May 1997 - Present
Kforce Professional Staffing 1997 - Present
Tippins Industries Inc October 1993 - April 1997
Elkem Metals May 1989 - September 1993
Alpern Rosenthal and Company May 1987 - April 1989
Sisterson & Co. LLP July 1979 - April 1987
Touche Ross June 1978 - June 1979
Skills
Technical Recruiting, Recruiting, Staff Augmentation, Leadership, Talent Acquisition, Forecasting, Temporary Staffing, Cold Calling, Applicant Tracking..., Management, Staffing Services, Sourcing
Education
Duquesne University 1975 — 1978
Robert Gubitosi's Touche Ross Experience February 1973 - July 1975
Job President at Wunderlich Securities, Inc. Fixed Income Division
Industry Financial Services
Experience
Wunderlich Securities, Inc. - Fixed Income Division Managing DirectorGulfstream Financial Group, Inc.August 1990 - September 2003
Questron Technology, Inc. 1996 - 2002
Oppenheimer & Co. 1984 - 1986
The Securities Groups April 1979 - April 1983
Goldman Sachs February 1975 - May 1978
Touche Ross February 1973 - July 1975
Education
Hofstra University 1965 — 1970
bba, accounting
Hofstra University
Wunderlich Securities, Inc. - Fixed Income Division Managing DirectorGulfstream Financial Group, Inc.August 1990 - September 2003
Questron Technology, Inc. 1996 - 2002
Oppenheimer & Co. 1984 - 1986
The Securities Groups April 1979 - April 1983
Goldman Sachs February 1975 - May 1978
Touche Ross February 1973 - July 1975
Education
Hofstra University 1965 — 1970
bba, accounting
Hofstra University
Robert Lawyer's Touche Ross Experience 1985 - 1987
Job CFO at Meyer Najem Construction
Industry Construction
Experience
Meyer Najem Construction March 1997 - Present
Indiana Alpha Corp. Board 2010 - 2012
CFMA 1993 - 2011
Touche Ross 1985 - 1987
Skills
Budgets, Strategic Planning, Project Management, Financial Operations, Construction Accounting, Construction, Financial Reporting, Mergers & Acquisitions, Accounting, Contract Management, Contractors, Contract Negotiation, Auditing, Drum Set, Finance, Risk Management, Managerial Finance, Cost Accounting, Non-profit Leadership, Cash Flow, Team Building, GAAP, Teaching, Construction Management, Job Costing, Leadership, Financial Analysis, Negotiation, Music, Due Diligence, Process Scheduler, Cash Management
Education
Indiana University Bloomington
Meyer Najem Construction March 1997 - Present
Indiana Alpha Corp. Board 2010 - 2012
CFMA 1993 - 2011
Touche Ross 1985 - 1987
Skills
Budgets, Strategic Planning, Project Management, Financial Operations, Construction Accounting, Construction, Financial Reporting, Mergers & Acquisitions, Accounting, Contract Management, Contractors, Contract Negotiation, Auditing, Drum Set, Finance, Risk Management, Managerial Finance, Cost Accounting, Non-profit Leadership, Cash Flow, Team Building, GAAP, Teaching, Construction Management, Job Costing, Leadership, Financial Analysis, Negotiation, Music, Due Diligence, Process Scheduler, Cash Management
Education
Indiana University Bloomington
Ethan Goldman's Touche Ross Experience 1979 - 1980
Job CFO at Flexcon
Industry Chemicals
Experience
Flexcon December 2002 - Present
ADVO 1995 - 2003
United States Army Reserve 1978 - 2003
Ames Stores 1989 - 1995
Zayre Corp 1984 - 1989
Coopers & Lybrand 1982 - 1984
Touche Ross 1979 - 1980
Education
University of Hartford 2009 — 2012
Masters of Science in Accounting and Taxation, Accounting
Harvard Business School 1980 — 1982
MBA, General Management
University of Pennsylvania 1974 — 1978
BA, History
University of Pennsylvania - The Wharton School 1974 — 1978
BS in Economics, Accounting, Economics
Flexcon December 2002 - Present
ADVO 1995 - 2003
United States Army Reserve 1978 - 2003
Ames Stores 1989 - 1995
Zayre Corp 1984 - 1989
Coopers & Lybrand 1982 - 1984
Touche Ross 1979 - 1980
Education
University of Hartford 2009 — 2012
Masters of Science in Accounting and Taxation, Accounting
Harvard Business School 1980 — 1982
MBA, General Management
University of Pennsylvania 1974 — 1978
BA, History
University of Pennsylvania - The Wharton School 1974 — 1978
BS in Economics, Accounting, Economics
Scott Fane's Touche Ross Experience October 1979 - May 1981
Job CPA at Scott Fane CPA
Industry Accounting
Experience
Scott Fane CPA June 1985 - Present
Touche Ross October 1979 - May 1981
Skills
Tax Preparation, Income Tax, Tax Returns, S Corporations, Tax, Partnership Taxation, Corporate Tax, Bookkeeping, Accounting, QuickBooks, Compilation, Sales Tax, IRS, Financial Reporting, Tax Accounting, Tax Research, Payroll Taxes, GAAP, General Ledger, Auditing, Accountants, Financial Accounting, CPA
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1977
Bachelors, Accounting
Georgia State University - J. Mack Robinson College of Business
Master's degree, Taxation
Scott Fane CPA June 1985 - Present
Touche Ross October 1979 - May 1981
Skills
Tax Preparation, Income Tax, Tax Returns, S Corporations, Tax, Partnership Taxation, Corporate Tax, Bookkeeping, Accounting, QuickBooks, Compilation, Sales Tax, IRS, Financial Reporting, Tax Accounting, Tax Research, Payroll Taxes, GAAP, General Ledger, Auditing, Accountants, Financial Accounting, CPA
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1977
Bachelors, Accounting
Georgia State University - J. Mack Robinson College of Business
Master's degree, Taxation
Maryanne Bush, CPA's Touche Ross Experience 1982 - 1985
Job Controller, Jason Roberts, LLC
Industry Information Technology and Services
Experience
Jason Roberts, LLC October 2008 - Present
TravelQuest 1998 - 2008
Touche Ross 1982 - 1985
Skills
SAP, SAP R/3, ERP, SAP ERP, Business Process, Process Improvement, Business Intelligence, Business Process..., Integration, Leadership, Management, Program Management
Education
La Salle University 1978 — 1982
BS, Accounting
La Salle University 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
st basils
Jason Roberts, LLC October 2008 - Present
TravelQuest 1998 - 2008
Touche Ross 1982 - 1985
Skills
SAP, SAP R/3, ERP, SAP ERP, Business Process, Process Improvement, Business Intelligence, Business Process..., Integration, Leadership, Management, Program Management
Education
La Salle University 1978 — 1982
BS, Accounting
La Salle University 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
st basils
Cheryl Yancey's Touche Ross Experience 1985 - 1987
Job Partner at Sweetwater Consulting, Inc.
Industry Computer Software
Experience
Sweetwater Consulting, Inc. 2002 - Present
By Design Consulting LLC 1999 - 2002
Moore Stephens Tiller LLC 1987 - 1999
Touche Ross 1985 - 1987
EDS Group 1982 - 1985
Education
Jacksonville State University 1977 — 1981
BS, Computer Science, Statistics
Sweetwater Consulting, Inc. 2002 - Present
By Design Consulting LLC 1999 - 2002
Moore Stephens Tiller LLC 1987 - 1999
Touche Ross 1985 - 1987
EDS Group 1982 - 1985
Education
Jacksonville State University 1977 — 1981
BS, Computer Science, Statistics
Rich Coppola's Touche Ross Experience 1982 - 1985
Job Private Wealth Advisor at Merrill Lynch
Industry Investment Management
Experience
Private Banking and Investment Group at Merrill Lynch July 2004 - Present
First Chicago 1994 - 1999
United Technologies Otis Elevator 1991 - 1994
Newell Company 1985 - 1989
Touche Ross 1982 - 1985
Education
Harvard Business School 1989 — 1991
MBA
University of Notre Dame 1978 — 1982
BBA
Cathedral Prep 1974 — 1978
Private Banking and Investment Group at Merrill Lynch July 2004 - Present
First Chicago 1994 - 1999
United Technologies Otis Elevator 1991 - 1994
Newell Company 1985 - 1989
Touche Ross 1982 - 1985
Education
Harvard Business School 1989 — 1991
MBA
University of Notre Dame 1978 — 1982
BBA
Cathedral Prep 1974 — 1978
Joseph Kraemer's Touche Ross Experience 1974 - 1989
Job Director at LECG
Industry Management Consulting
Experience
LECG consultantNextel2003 - 2008
LECG 2000 - 2008
Sprint Nextel 2002 - 2007
AT Kearney 1996 - 1999
Deloitte Consulting 1974 - 1994
Touche Ross 1974 - 1989
Education
University of Michigan 1966 — 1969
Ph.d, economics
Georgetown University 1962 — 1966
BS, Foreign Service
LECG consultantNextel2003 - 2008
LECG 2000 - 2008
Sprint Nextel 2002 - 2007
AT Kearney 1996 - 1999
Deloitte Consulting 1974 - 1994
Touche Ross 1974 - 1989
Education
University of Michigan 1966 — 1969
Ph.d, economics
Georgetown University 1962 — 1966
BS, Foreign Service
Edward Kelly's Touche Ross Experience 1981 - 1983
Job CPA, CGMA VP Controller at Aceto Corp
Industry Pharmaceuticals
Experience
Aceto Corp. June 2001 - Present
eshare communications 2000 - 2001
RJS, Inc. 1996 - 2000
Graphic Scanning 1983 - 1988
Deloitte & Touche, CPAs 1981 - 1983
Touche Ross 1981 - 1983
Skills
Financial Reporting, Accounting, Internal Controls, General Ledger, GAAP, Financial Analysis, Auditing, Financial Accounting, CPA, Variance Analysis, SEC filings, Sarbanes-Oxley Act, Financial Statements, Forecasting, Cash Management
Education
LIU Post 1975 — 1979
Bachelor of Sciences, Accounting
Aceto Corp. June 2001 - Present
eshare communications 2000 - 2001
RJS, Inc. 1996 - 2000
Graphic Scanning 1983 - 1988
Deloitte & Touche, CPAs 1981 - 1983
Touche Ross 1981 - 1983
Skills
Financial Reporting, Accounting, Internal Controls, General Ledger, GAAP, Financial Analysis, Auditing, Financial Accounting, CPA, Variance Analysis, SEC filings, Sarbanes-Oxley Act, Financial Statements, Forecasting, Cash Management
Education
LIU Post 1975 — 1979
Bachelor of Sciences, Accounting
Steve Brolly's Touche Ross Experience 1986 - 1989
Job CFO at Fidelity Bank
Industry Banking
Experience
Fidelity Bank August 2008 - Present
Fidelity Southern Corporation May 2006 - August 2008
Sun National Bank 1999 - 2006
Deloitte 1989 - 1999
Deloitte & Touche 1986 - 1999
Touche Ross 1986 - 1989
Skills
Cash Management, SEC reporting, Banking, Financial Analysis, Financial Reporting, SEC filings, Strategic Financial..., Credit, Corporate Finance, Accounting, Finance, Financial Modeling, Credit Analysis, Sarbanes-Oxley Act, Loans, Internal Controls, SEC Filings
Education
Drexel University 1981 — 1986
BS, Accounting
Drexel University - LeBow College of Business 1981 — 1986
BS, Accounting
Fidelity Bank August 2008 - Present
Fidelity Southern Corporation May 2006 - August 2008
Sun National Bank 1999 - 2006
Deloitte 1989 - 1999
Deloitte & Touche 1986 - 1999
Touche Ross 1986 - 1989
Skills
Cash Management, SEC reporting, Banking, Financial Analysis, Financial Reporting, SEC filings, Strategic Financial..., Credit, Corporate Finance, Accounting, Finance, Financial Modeling, Credit Analysis, Sarbanes-Oxley Act, Loans, Internal Controls, SEC Filings
Education
Drexel University 1981 — 1986
BS, Accounting
Drexel University - LeBow College of Business 1981 — 1986
BS, Accounting
L. Joe Edmondson, II CPA's Touche Ross Experience June 1983 - September 1985
Job Manager Expatriate Tax Analysis at Deloitte
Industry Accounting
Experience
Deloitte Services, LP April 2010 - Present
Edmondson Consulting July 2008 - April 2010
LifeWay Christian Resources July 2001 - July 2008
Marlin & Edmondson, CPAs September 1985 - July 2001
Touche Ross June 1983 - September 1985
Skills
Retail, Healthcare, Non-profits, Manufacturing, Professional Services, Construction, Forecasting, Leadership, Microsoft Excel, Managerial Finance, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Process Improvement, Financial Reporting, CPA, International Tax, SAP, Essbase, Project Management, Personal Income Tax..., Coaching, Mentoring, SharePoint, Microsoft Access, Budget Process, Budget Monitoring, Business Objects, Acquisitions, Mergers, Tax Equalization, Strategic Planning, Nonprofits, Mergers & Acquisitions, Strategy, Auditing, Business Planning, GAAP, Sarbanes-Oxley, Training, Financial Accounting, Business Process..., General Ledger, Tax Accounting, Variance Analysis, Revenue Recognition, Strategic Financial..., US GAAP, Financial Audits
Education
Haslam College of Business at the University of Tennessee 1979 — 1983
Bachelors of Science, Accounting
Deloitte Services, LP April 2010 - Present
Edmondson Consulting July 2008 - April 2010
LifeWay Christian Resources July 2001 - July 2008
Marlin & Edmondson, CPAs September 1985 - July 2001
Touche Ross June 1983 - September 1985
Skills
Retail, Healthcare, Non-profits, Manufacturing, Professional Services, Construction, Forecasting, Leadership, Microsoft Excel, Managerial Finance, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Process Improvement, Financial Reporting, CPA, International Tax, SAP, Essbase, Project Management, Personal Income Tax..., Coaching, Mentoring, SharePoint, Microsoft Access, Budget Process, Budget Monitoring, Business Objects, Acquisitions, Mergers, Tax Equalization, Strategic Planning, Nonprofits, Mergers & Acquisitions, Strategy, Auditing, Business Planning, GAAP, Sarbanes-Oxley, Training, Financial Accounting, Business Process..., General Ledger, Tax Accounting, Variance Analysis, Revenue Recognition, Strategic Financial..., US GAAP, Financial Audits
Education
Haslam College of Business at the University of Tennessee 1979 — 1983
Bachelors of Science, Accounting
Scott Beaumont's Touche Ross Experience 1977 - 1980
Job Chief Executive Officer at Lilly Pulitzer
Industry Apparel & Fashion
Experience
Lilly Pulitzer 1993 - Present
The Eagle's Eye, Inc. 1980 - 1993
Touche, Ross 1977 - 1980
Education
Harvard Business School 1975 — 1977
Master of Business Administration (MBA)
Lilly Pulitzer 1993 - Present
The Eagle's Eye, Inc. 1980 - 1993
Touche, Ross 1977 - 1980
Education
Harvard Business School 1975 — 1977
Master of Business Administration (MBA)
Curtis Massey's Touche Ross Experience 1979 - 1983
Job Vice President & Chief Financial Officer at Aramsco
Industry Plastics
Experience
Aramsco June 2010 - Present
Applied Tech Products July 2005 - November 2008
Applied Tech Products October 1999 - July 2005
Kulicke & Soffa Industries, Inc. 1993 - 1998
Intelligent Electronics, Inc. 1989 - 1993
Price Waterhouse 1983 - 1989
Touche Ross 1979 - 1983
Skills
Mergers, Budgeting, Financial Analysis, Strategic Planning, Accounting, Forecasting, Manufacturing, Risk Management, Financial Management, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1979
MBA, Accounting
Dickinson College 1974 — 1978
BA, Economics
Aramsco June 2010 - Present
Applied Tech Products July 2005 - November 2008
Applied Tech Products October 1999 - July 2005
Kulicke & Soffa Industries, Inc. 1993 - 1998
Intelligent Electronics, Inc. 1989 - 1993
Price Waterhouse 1983 - 1989
Touche Ross 1979 - 1983
Skills
Mergers, Budgeting, Financial Analysis, Strategic Planning, Accounting, Forecasting, Manufacturing, Risk Management, Financial Management, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1979
MBA, Accounting
Dickinson College 1974 — 1978
BA, Economics
Nancy Braun's Touche Ross Experience September 1982 - December 1984
Job Banking Professional
Industry Banking
Experience
Bank of Montreal December 2006 - July 2008
Bank of Montreal July 2001 - December 2006
Bank of Montreal April 2004 - January 2005
Bank of Montreal January 1995 - July 2001
Deloitte & Touche November 1987 - April 1994
Bank of Montreal December 1984 - November 1987
Touche Ross September 1982 - December 1984
Touche Ross August 1980 - September 1982
Skills
Loans, Portfolio Management, Fixed Income, Accounting, Credit, Banking, Commercial Banking, Credit Analysis, Credit Risk, Capital Markets, Commercial Lending
Education
Lakehead University 1976 — 1980
HB Comm, Commerce
Bank of Montreal December 2006 - July 2008
Bank of Montreal July 2001 - December 2006
Bank of Montreal April 2004 - January 2005
Bank of Montreal January 1995 - July 2001
Deloitte & Touche November 1987 - April 1994
Bank of Montreal December 1984 - November 1987
Touche Ross September 1982 - December 1984
Touche Ross August 1980 - September 1982
Skills
Loans, Portfolio Management, Fixed Income, Accounting, Credit, Banking, Commercial Banking, Credit Analysis, Credit Risk, Capital Markets, Commercial Lending
Education
Lakehead University 1976 — 1980
HB Comm, Commerce
Jacqueline Bethea's Touche Ross Experience 1985 - 1988
Job Manager, Finance, Planning & Analysis
Industry Accounting
Experience
Resources Global professionals November 2014 - Present
VT Systems January 2013 - August 2014
Cegedim Dendrite March 2009 - January 2012
Comcast January 2003 - January 2009
Ticona Corp 1995 - 1999
Celanese 1991 - 1995
Celanese 1989 - 1991
Mutual Benefit Life Ins. Co. 1988 - 1989
Touche Ross 1985 - 1988
IBM 1981 - 1983
Skills
Analysis, Financial Reporting, Planning, Consolidation, Forecasting, Financial Analysis, Budgeting, Process Improvement, Strategic Planning, Excel, Internal Controls, Word, Accounting, Auditing, Microsoft Office, Financial Planning, PowerPoint, Strategic Financial..., Microsoft Excel, Budgets, Finance, Variance Analysis, Hyperion Enterprise, Project Planning, Microsoft Word
Education
Hampton University 1979 — 1983
Bachelors, Accounting
North Babylon shs
North Babylon shs
Resources Global professionals November 2014 - Present
VT Systems January 2013 - August 2014
Cegedim Dendrite March 2009 - January 2012
Comcast January 2003 - January 2009
Ticona Corp 1995 - 1999
Celanese 1991 - 1995
Celanese 1989 - 1991
Mutual Benefit Life Ins. Co. 1988 - 1989
Touche Ross 1985 - 1988
IBM 1981 - 1983
Skills
Analysis, Financial Reporting, Planning, Consolidation, Forecasting, Financial Analysis, Budgeting, Process Improvement, Strategic Planning, Excel, Internal Controls, Word, Accounting, Auditing, Microsoft Office, Financial Planning, PowerPoint, Strategic Financial..., Microsoft Excel, Budgets, Finance, Variance Analysis, Hyperion Enterprise, Project Planning, Microsoft Word
Education
Hampton University 1979 — 1983
Bachelors, Accounting
North Babylon shs
North Babylon shs
Frank DeGeorge's Touche Ross Experience 1984 - 1987
Job Lecturer at West Virginia University
Industry Accounting
Experience
West Virginia University 2001 - Present
Petroleum Development Corporation 2007 - 2008
Mylan Laboratories Inc. 1988 - 1999
Touche Ross 1984 - 1987
Skills
Accounting, Microsoft Office, PowerPoint, Microsoft Excel, Financial Statement..., Finance, Financial Analysis, Motivational Speaking, Student Development, Financial Accounting, Data Analysis, Leadership, Statistics, Access, Economics, Public Speaking, Research, Analysis, Higher Education
Education
Duquesne University 1982 — 1985
MSA, Accounting
Robert Morris University 1977 — 1982
BSBA, Accounting
West Virginia University 2001 - Present
Petroleum Development Corporation 2007 - 2008
Mylan Laboratories Inc. 1988 - 1999
Touche Ross 1984 - 1987
Skills
Accounting, Microsoft Office, PowerPoint, Microsoft Excel, Financial Statement..., Finance, Financial Analysis, Motivational Speaking, Student Development, Financial Accounting, Data Analysis, Leadership, Statistics, Access, Economics, Public Speaking, Research, Analysis, Higher Education
Education
Duquesne University 1982 — 1985
MSA, Accounting
Robert Morris University 1977 — 1982
BSBA, Accounting
Jeffrey Shavelson's Touche Ross Experience January 1977 - May 1980
Job partner at shavelson neuman & co llp
Industry Accounting
Experience
shavelson neuman & co llp 1989 - Present
Tanton & shavelson 1980 - June 1989
Touche Ross January 1977 - May 1980
JK LASSER 1976 - 1977
GOLDSCHMIDT ZAMPINO FALLON AND TODRES 1974 - 1977
Skills
Payroll, Income Tax, Auditing, Tax, Corporate Tax, QuickBooks, Accounting, S Corporations, Mergers & Acquisitions, Financial Reporting, Financial Modeling, Strategic Financial...
Education
LIU Post 1966 — 1970
B.S., ACCOUNTING
shavelson neuman & co llp 1989 - Present
Tanton & shavelson 1980 - June 1989
Touche Ross January 1977 - May 1980
JK LASSER 1976 - 1977
GOLDSCHMIDT ZAMPINO FALLON AND TODRES 1974 - 1977
Skills
Payroll, Income Tax, Auditing, Tax, Corporate Tax, QuickBooks, Accounting, S Corporations, Mergers & Acquisitions, Financial Reporting, Financial Modeling, Strategic Financial...
Education
LIU Post 1966 — 1970
B.S., ACCOUNTING
Michael J Raffia's Touche Ross Experience August 1971 - September 1978
Job Consultant at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals May 1999 - April 2013
Kane-Miller Corp. 1978 - 1999
Touche Ross August 1971 - September 1978
Skills
Business Process..., Management Consulting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Accounting, Auditing, Budgets, Due Diligence, Financial Reporting, Analysis, Project Management, Mergers & Acquisitions, Forecasting, Internal Audit, Business Analysis, Managerial Finance, Process Improvement, Corporate Finance, Strategic Financial..., Risk Management, Finance, SEC filings, Internal Controls, Enterprise Risk...
Education
Iona College
Bachelor’s Degree, Accounting and Finance
Mount Vernon, NY High School 1963 — 1967
Resources Global Professionals May 1999 - April 2013
Kane-Miller Corp. 1978 - 1999
Touche Ross August 1971 - September 1978
Skills
Business Process..., Management Consulting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Accounting, Auditing, Budgets, Due Diligence, Financial Reporting, Analysis, Project Management, Mergers & Acquisitions, Forecasting, Internal Audit, Business Analysis, Managerial Finance, Process Improvement, Corporate Finance, Strategic Financial..., Risk Management, Finance, SEC filings, Internal Controls, Enterprise Risk...
Education
Iona College
Bachelor’s Degree, Accounting and Finance
Mount Vernon, NY High School 1963 — 1967
Elliot Hochman's Touche Ross Experience March 1982 - October 1986
Job Brookmyer, Hochman, Probst & Jonas, P.A.
Industry Law Practice
Experience
Rossow & Mayer, P.A. October 1986 - April 1989
Touche Ross March 1982 - October 1986
Skills
Trusts, Wills, Estate Administration, Estate Planning, Estate Tax Planning, Powers of Attorney, Charitable Trusts, High Net Worth..., Wealth, Prenuptial Agreements, Elder Law, Estate Law
Education
Drake University Law School 1979 — 1981
JD, CPA, BBA, Board Certified by the Florida Bar, Wills, Trusts and Estates Law; Corporate and Commerical Matters
University of Wisconsin-Milwaukee 1974 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Rossow & Mayer, P.A. October 1986 - April 1989
Touche Ross March 1982 - October 1986
Skills
Trusts, Wills, Estate Administration, Estate Planning, Estate Tax Planning, Powers of Attorney, Charitable Trusts, High Net Worth..., Wealth, Prenuptial Agreements, Elder Law, Estate Law
Education
Drake University Law School 1979 — 1981
JD, CPA, BBA, Board Certified by the Florida Bar, Wills, Trusts and Estates Law; Corporate and Commerical Matters
University of Wisconsin-Milwaukee 1974 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
Ellen Beck's Touche Ross Experience June 1983 - September 1988
Job Tax Director at KLS Professional Advisors Group LLC
Industry Financial Services
Experience
KLS Professional Advisors Group LLC January 1992 - Present
Touche Ross June 1983 - September 1988
Skills
Tax, CPA, High Net Worth..., Tax Law, Tax Preparation, Income Tax
Education
Emory University - Goizueta Business School 1979 — 1983
BBA, Accounting
KLS Professional Advisors Group LLC January 1992 - Present
Touche Ross June 1983 - September 1988
Skills
Tax, CPA, High Net Worth..., Tax Law, Tax Preparation, Income Tax
Education
Emory University - Goizueta Business School 1979 — 1983
BBA, Accounting
Robert Cline's Touche Ross Experience 1981 - 1983
Job VP Business Support Services At Nationwide
Industry Financial Services
Experience
Nationwide Financial Services January 1986 - Present
Nationwide Financial August 1986 - April 2004
KPMG Peat Marwick 1983 - 1986
Touche Ross 1981 - 1983
Skills
Strategic Planning, P&L Management, Change Management, Financial Planning, Team Building, Customer Relations, Process Improvement, Compliance, Insurance, Retirement, Mutual Funds, Business Strategy, Operations Management, Budgeting, Financial Management, Process Engineering, Management, Customer Service, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Budgets, Managerial Finance, Fixed Annuities, Start-ups, Management Consulting, Product Management, Banking, Series 6, New Business Development, Leadership, Financial Services, Sales, Series 63, Series 7, 401k, Strategy, Variable Annuities, Investments, Retirement Planning, Risk Management, Business Analysis, Finance, Life Insurance, Wealth Management
Education
Kent State University 1977 — 1981
Bachelors, Business Administration; Accounting and Computer Science
Columbus Whetstone High School
Nationwide Financial Services January 1986 - Present
Nationwide Financial August 1986 - April 2004
KPMG Peat Marwick 1983 - 1986
Touche Ross 1981 - 1983
Skills
Strategic Planning, P&L Management, Change Management, Financial Planning, Team Building, Customer Relations, Process Improvement, Compliance, Insurance, Retirement, Mutual Funds, Business Strategy, Operations Management, Budgeting, Financial Management, Process Engineering, Management, Customer Service, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Budgets, Managerial Finance, Fixed Annuities, Start-ups, Management Consulting, Product Management, Banking, Series 6, New Business Development, Leadership, Financial Services, Sales, Series 63, Series 7, 401k, Strategy, Variable Annuities, Investments, Retirement Planning, Risk Management, Business Analysis, Finance, Life Insurance, Wealth Management
Education
Kent State University 1977 — 1981
Bachelors, Business Administration; Accounting and Computer Science
Columbus Whetstone High School
Linda Lowry's Touche Ross Experience October 1986 - May 1989
Job Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education November 2009 - Present
Merrill Lynch June 1989 - May 2008
Touche Ross October 1986 - May 1989
Scott Paper August 1981 - September 1986
Education
Long Island University, Brooklyn Campus 2010 — 2011
MSED, Special Education and Math
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Statistics
Harvard University 1975 — 1979
AB, Engineering and Applied Sciences
Harvard University 1975 — 1979
Roger Ludlowe High School 1971 — 1975
NYC Department of Education November 2009 - Present
Merrill Lynch June 1989 - May 2008
Touche Ross October 1986 - May 1989
Scott Paper August 1981 - September 1986
Education
Long Island University, Brooklyn Campus 2010 — 2011
MSED, Special Education and Math
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Statistics
Harvard University 1975 — 1979
AB, Engineering and Applied Sciences
Harvard University 1975 — 1979
Roger Ludlowe High School 1971 — 1975
Ann Imus, CPA, MS-tax's Touche Ross Experience January 1983 - June 1985
Job Partner at Newman Dierst Hales
Industry Accounting
Experience
Newman Dierst Hales September 2006 - Present
Bellevue School District September 2001 - September 2006
Ann M Imus, CPA January 1992 - August 2001
Imus &Sondergaard September 1988 - October 1991
Touche Ross January 1983 - June 1985
Skills
Accounting, Tax Advisory, Auditing, GAAP, Tax, Management, Strategic Financial..., Financial Analysis, Financial Reporting, Financial Accounting, General Ledger, CPA, Small Business, QuickBooks
Education
Golden Gate University 1987 — 1989
MS-Taxation, Tax
University of Oregon - Charles H. Lundquist College of Business 1975 — 1979
BA-Accounting, Accounting
Newman Dierst Hales September 2006 - Present
Bellevue School District September 2001 - September 2006
Ann M Imus, CPA January 1992 - August 2001
Imus &Sondergaard September 1988 - October 1991
Touche Ross January 1983 - June 1985
Skills
Accounting, Tax Advisory, Auditing, GAAP, Tax, Management, Strategic Financial..., Financial Analysis, Financial Reporting, Financial Accounting, General Ledger, CPA, Small Business, QuickBooks
Education
Golden Gate University 1987 — 1989
MS-Taxation, Tax
University of Oregon - Charles H. Lundquist College of Business 1975 — 1979
BA-Accounting, Accounting
Arnold Dunn's Touche Ross Experience August 1974 - August 1978
Job CFO. at Longstreet
Industry Apparel & Fashion
Experience
Longstreet January 2000 - Present
Accessory Network Group 1993 - 2000
Canadians Corporation 1989 - 1992
Jamesway Corporation 1979 - 1987
Touche Ross August 1974 - August 1978
Skills
Trend Analysis, Fashion, Merchandising, Private Label, Forecasting, Textiles, Microsoft Excel, Fashion Design, Sourcing, Product Development, Financial Reporting, Restructuring, Sales Management, General Ledger, Financial Analysis, Wholesale, Mergers
Education
Hofstra University 1972 — 1974
BBA, Accounting
Deer Park High School 1967 — 1970
Longstreet January 2000 - Present
Accessory Network Group 1993 - 2000
Canadians Corporation 1989 - 1992
Jamesway Corporation 1979 - 1987
Touche Ross August 1974 - August 1978
Skills
Trend Analysis, Fashion, Merchandising, Private Label, Forecasting, Textiles, Microsoft Excel, Fashion Design, Sourcing, Product Development, Financial Reporting, Restructuring, Sales Management, General Ledger, Financial Analysis, Wholesale, Mergers
Education
Hofstra University 1972 — 1974
BBA, Accounting
Deer Park High School 1967 — 1970
Bernard Hengesbaugh's Touche Ross Experience August 1970 - June 1980
Job American Medical Association COO
Industry Hospital & Health Care
Experience
GuideOne Insurance November 2010 - Present
American Medical Association January 2005 - Present
Adler Planetarium February 2004 - Present
Arthur J. Gallagher and Co. March 2004 - May 2005
Joint Commission 1997 - 2003
CNA Financial Corp December 1999 - December 2002
Touche Ross August 1970 - June 1980
Education
Indiana University - Kelley School of Business 1969 — 1970
MBA, Finance
St. Joseph's College (IN) 1964 — 1968
B.S., Accounting
GuideOne Insurance November 2010 - Present
American Medical Association January 2005 - Present
Adler Planetarium February 2004 - Present
Arthur J. Gallagher and Co. March 2004 - May 2005
Joint Commission 1997 - 2003
CNA Financial Corp December 1999 - December 2002
Touche Ross August 1970 - June 1980
Education
Indiana University - Kelley School of Business 1969 — 1970
MBA, Finance
St. Joseph's College (IN) 1964 — 1968
B.S., Accounting
Harvey Masyr's Touche Ross Experience 1970 - 1974
Job Controller at Lithographix
Industry Printing
Experience
Lithographix CFO West CoastApplied Graphics Technologies1987 - 2001
HANDY CENTERS -DIVISION OF WR GRACE 1979 - 1984
RICKEL HOME CENTER 1974 - 1979
Touche Ross 1970 - 1974
GRADUS HOTEL June 1956 - June 1961
Education
LIU Brooklyn 1958 — 1962
BS, ACCOUNTING
Lithographix CFO West CoastApplied Graphics Technologies1987 - 2001
HANDY CENTERS -DIVISION OF WR GRACE 1979 - 1984
RICKEL HOME CENTER 1974 - 1979
Touche Ross 1970 - 1974
GRADUS HOTEL June 1956 - June 1961
Education
LIU Brooklyn 1958 — 1962
BS, ACCOUNTING
CYNTHIA BOWMAN's Touche Ross Experience 1974 - 1978
Job owner at Bowman & Associates
Industry Nonprofit Organization Management
Experience
Bowman & Associates practicum leaderChicago Semester2005 - Present
Touche Ross 1974 - 1978
Skills
Fundraising, Non-profits, Organizational..., Community Development, Public Speaking, Volunteer Management, Project Management, Event Planning, Nonprofits, Leadership, Social Media Marketing, Auditing, Event Management, Community Outreach, Management, Grants, Art, Community Organizing, Coaching, Social Media, Accounting, Leadership Development, Program Development, Strategic Planning, Public Relations, Grant Writing, Entrepreneurship, Research, Social Networking, Program Management, Team Building, Teaching
Education
Harvard University 2002 — 2002
sli
Bowman & Associates practicum leaderChicago Semester2005 - Present
Touche Ross 1974 - 1978
Skills
Fundraising, Non-profits, Organizational..., Community Development, Public Speaking, Volunteer Management, Project Management, Event Planning, Nonprofits, Leadership, Social Media Marketing, Auditing, Event Management, Community Outreach, Management, Grants, Art, Community Organizing, Coaching, Social Media, Accounting, Leadership Development, Program Development, Strategic Planning, Public Relations, Grant Writing, Entrepreneurship, Research, Social Networking, Program Management, Team Building, Teaching
Education
Harvard University 2002 — 2002
sli
Vern VanHalm's Touche Ross Experience 1982 - 1984
Job Corporate Travel and T&E Manager at Herman Miller
Industry Furniture
Experience
Herman Miller October 2000 - Present
Amway 1994 - 2000
Amway 1992 - 1994
Amway 1989 - 1992
Eberhard Foods Inc 1984 - 1989
Touche Ross 1982 - 1984
Education
Western Michigan University - Haworth College of Business 1980 — 1982
BBA, Accounting
Grand Rapids Community College 1978 — 1980
AAS, Business and Accounting
Herman Miller October 2000 - Present
Amway 1994 - 2000
Amway 1992 - 1994
Amway 1989 - 1992
Eberhard Foods Inc 1984 - 1989
Touche Ross 1982 - 1984
Education
Western Michigan University - Haworth College of Business 1980 — 1982
BBA, Accounting
Grand Rapids Community College 1978 — 1980
AAS, Business and Accounting
Barbara Burner's Touche Ross Experience 1979 - 1984
Job CPA at Barbara Burner CPA
Industry Accounting
Experience
Barbara Burner CPA PA 1984 - Present
Barbara Burner CPA 1979 - Present
Touche Ross 1979 - 1984
Education
Florida International University
B.S., Accounting
Florida International University
M.S.T., Accounting
Barbara Burner CPA PA 1984 - Present
Barbara Burner CPA 1979 - Present
Touche Ross 1979 - 1984
Education
Florida International University
B.S., Accounting
Florida International University
M.S.T., Accounting
Kenneth Lahner's Touche Ross Experience 1982 - 1985
Job Owner, Kenneth L Lahner, CPA LLC
Industry Accounting
Experience
East Norriton Township November 2009 - Present
Kenneth L Lahner, CPA LLC January 1990 - Present
touche ross 1982 - 1985
Education
Villanova University 1986 — 1990
MBA
Drexel University - LeBow College of Business 1977 — 1982
BS, Accounting
East Norriton Township November 2009 - Present
Kenneth L Lahner, CPA LLC January 1990 - Present
touche ross 1982 - 1985
Education
Villanova University 1986 — 1990
MBA
Drexel University - LeBow College of Business 1977 — 1982
BS, Accounting
Charles Andres's Touche Ross Experience 1984 - 1987
Job Owner at Law Office of Charles J. Andres
Industry Law Practice
Experience
Law Office of Charles J. Andres January 1995 - Present
Glenn M. Gelman & Associates 1990 - 1993
Walpoff & Associates January 1988 - August 1990
Coopers & Lybrand 1986 - 1988
Touche Ross 1984 - 1987
Skills
Probate, Wills, Tax, Conservatorships, Powers of Attorney, Estate Planning, Real Estate, Trusts, Guardianship, Elder Law, Gifts, Non-profits, Special Needs Planning, Estate Administration, LLC, Business Formation, Estate Tax Planning
Education
University of Baltimore 1988 — 1990
LLM Tax, Tax
Georgetown University Law Center 1987 — 1988
LLM, Part-time Classes - No degree
University of Baltimore School of Law 1980 — 1984
JD, Law
University of Maryland College Park 1976 — 1980
BS, Business
Law Office of Charles J. Andres January 1995 - Present
Glenn M. Gelman & Associates 1990 - 1993
Walpoff & Associates January 1988 - August 1990
Coopers & Lybrand 1986 - 1988
Touche Ross 1984 - 1987
Skills
Probate, Wills, Tax, Conservatorships, Powers of Attorney, Estate Planning, Real Estate, Trusts, Guardianship, Elder Law, Gifts, Non-profits, Special Needs Planning, Estate Administration, LLC, Business Formation, Estate Tax Planning
Education
University of Baltimore 1988 — 1990
LLM Tax, Tax
Georgetown University Law Center 1987 — 1988
LLM, Part-time Classes - No degree
University of Baltimore School of Law 1980 — 1984
JD, Law
University of Maryland College Park 1976 — 1980
BS, Business
Joyce Griffin's Touche Ross Experience January 1977 - May 1980
Job Professor at Kansas City Kansas Community College
Industry Higher Education
Experience
Kansas City Kansas Community College August 1981 - August 2012
Kansas City Power & Light May 1980 - February 1981
Touche Ross January 1977 - May 1980
Skills
Courses, Tutoring, Educational Leadership, Research, Accounting, Public Speaking, Training, Nonprofits, Community Outreach, Customer Service, Data Analysis, English, Leadership, Leadership Development, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Staff Development, Student Affairs, Student Development
Education
The American College 1990 — 1994
MS, Financial Services
University of Missouri-Kansas City 1983 — 1986
MBA, Accounting/Finance
Kansas State University 1974 — 1977
Bachelor of Science (B.S.), Accounting
Kansas City Kansas Community College August 1981 - August 2012
Kansas City Power & Light May 1980 - February 1981
Touche Ross January 1977 - May 1980
Skills
Courses, Tutoring, Educational Leadership, Research, Accounting, Public Speaking, Training, Nonprofits, Community Outreach, Customer Service, Data Analysis, English, Leadership, Leadership Development, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Staff Development, Student Affairs, Student Development
Education
The American College 1990 — 1994
MS, Financial Services
University of Missouri-Kansas City 1983 — 1986
MBA, Accounting/Finance
Kansas State University 1974 — 1977
Bachelor of Science (B.S.), Accounting
Cindy Houle's Touche Ross Experience August 1987 - September 2000
Job Realtor at Century 21 Commonwealth
Industry Real Estate
Experience
Century 21 Commonwealth December 2005 - Present
Touche Ross August 1987 - September 2000
Century Communications 1995 - 1998
Meditech 1992 - 1995
Bank of Boston 1990 - 1992
Skills
Buyer Representation, First Time Home Buyers, QuickBooks ProAdvisor..., Sellers, Condos, Relocation, Referrals, Listings, New Home Sales, Short Sales, ABR, Single Family Homes, Buyers, Move Up Buyers, Investment Properties, Real Estate, Residential Homes, Townhomes
Education
Isenberg School of Management, UMass Amherst 1983 — 1987
BBA, Accounting & Economics
Chelmsford High School 1979 — 1983
Century 21 Commonwealth December 2005 - Present
Touche Ross August 1987 - September 2000
Century Communications 1995 - 1998
Meditech 1992 - 1995
Bank of Boston 1990 - 1992
Skills
Buyer Representation, First Time Home Buyers, QuickBooks ProAdvisor..., Sellers, Condos, Relocation, Referrals, Listings, New Home Sales, Short Sales, ABR, Single Family Homes, Buyers, Move Up Buyers, Investment Properties, Real Estate, Residential Homes, Townhomes
Education
Isenberg School of Management, UMass Amherst 1983 — 1987
BBA, Accounting & Economics
Chelmsford High School 1979 — 1983
Mary Louise Lyons's Touche Ross Experience 1980 - 1985
Job Writer (Memoir/NonFiction), demon smiter
Industry Writing and Editing
Experience
Mary Louise Lyons July 1987 - Present
Hatch & Leslie July 1985 - July 1987
Touche Ross 1980 - 1985
Skills
Inspirational Speaker, Small Group Leader, Volunteer Development
Education
Indiana University Bloomington 1970 — 1974
Mary Louise Lyons July 1987 - Present
Hatch & Leslie July 1985 - July 1987
Touche Ross 1980 - 1985
Skills
Inspirational Speaker, Small Group Leader, Volunteer Development
Education
Indiana University Bloomington 1970 — 1974
Thomas Van Hall's Touche Ross Experience February 1978 - December 1980
Job VP Finance at SpartanNash Company
Industry Supermarkets
Experience
SpartanNash Company March 2001 - July 2015
Sara Lee Corp. May 2000 - February 2001
Sara Lee Corp February 1999 - May 2000
Sara Lee Corp December 1997 - February 1999
Sara Lee Corp 1991 - 1999
Bil Mar Foods December 1980 - 1991
Touche Ross February 1978 - December 1980
Skills
Cross-functional Team..., Accounting, Forecasting, Financial Reporting, Business Planning, Strategic Planning, Management, Negotiation
Education
Ferris State University 1974 — 1978
BS, Accounting
SpartanNash Company March 2001 - July 2015
Sara Lee Corp. May 2000 - February 2001
Sara Lee Corp February 1999 - May 2000
Sara Lee Corp December 1997 - February 1999
Sara Lee Corp 1991 - 1999
Bil Mar Foods December 1980 - 1991
Touche Ross February 1978 - December 1980
Skills
Cross-functional Team..., Accounting, Forecasting, Financial Reporting, Business Planning, Strategic Planning, Management, Negotiation
Education
Ferris State University 1974 — 1978
BS, Accounting
Pete Minnesma's Touche Ross Experience 1981 - 1983
Job Business and Computer Department Head at London District Christian Secondary School
Industry Education Management
Experience
London District Christian Secondary School 1984 - Present
Merk Enterprises 1994 - 2011
Touche Ross 1981 - 1983
Hart International 1979 - 1980
Skills
Public Speaking, Fundraising, Research, Teaching, Non-profits, Leadership, Microsoft Office, Leadership Development, Staff Development, Nonprofits, Curriculum Design, Coaching, Curriculum Development, Strategic Planning
Education
Western University 1983 — 1984
BEd, Accounting, Marketing, Computers
Dordt College 1974 — 1978
BA, Business Administration, Accounting, Economics
London District Christian Secondary School 1984 - Present
Merk Enterprises 1994 - 2011
Touche Ross 1981 - 1983
Hart International 1979 - 1980
Skills
Public Speaking, Fundraising, Research, Teaching, Non-profits, Leadership, Microsoft Office, Leadership Development, Staff Development, Nonprofits, Curriculum Design, Coaching, Curriculum Development, Strategic Planning
Education
Western University 1983 — 1984
BEd, Accounting, Marketing, Computers
Dordt College 1974 — 1978
BA, Business Administration, Accounting, Economics
Patricia Bodenstab's Touche Ross Experience September 1981 - September 1983
Job Attorney; Certified Public Accountant (CPA) at Patricia Bodenstab, Esq.
Industry Law Practice
Experience
Patricia Bodenstab, Esq. September 2010 - Present
Marshall Fields & Company 1983 - 1986
Touche Ross September 1981 - September 1983
Education
Lehigh University 1973 — 1977
BS, Accounting
Lehigh University - College of Business and Economics 1973 — 1977
BS, Accounting - CPA
Patricia Bodenstab, Esq. September 2010 - Present
Marshall Fields & Company 1983 - 1986
Touche Ross September 1981 - September 1983
Education
Lehigh University 1973 — 1977
BS, Accounting
Lehigh University - College of Business and Economics 1973 — 1977
BS, Accounting - CPA
Catherine Pennington's Touche Ross Experience 1986 - 1987
Job Shareholder, Renner & Company, CPAs
Industry Accounting
Experience
Renner & Company, CPAs December 2008 - Present
Corpus Christi School September 2004 - December 2008
Touche Ross 1986 - 1987
Skills
Specializing in..., Highly rated speaker on..., Auditing, Tax, Financial Reporting, Internal Controls, Accounting, Budgets
Education
Marymount University 1985 — 1988
MBA, Finance and Management
Georgetown University - The McDonough School of Business 1978 — 1980
BSBA, Accounting
Renner & Company, CPAs December 2008 - Present
Corpus Christi School September 2004 - December 2008
Touche Ross 1986 - 1987
Skills
Specializing in..., Highly rated speaker on..., Auditing, Tax, Financial Reporting, Internal Controls, Accounting, Budgets
Education
Marymount University 1985 — 1988
MBA, Finance and Management
Georgetown University - The McDonough School of Business 1978 — 1980
BSBA, Accounting
Cathy Hopkins's Touche Ross Experience 1976 - 1979
Job Business Planning Manager Advertising Pricing at The New York Times
Industry
Experience
The New York Times August 2004 - Present
The New York Times 1998 - 2004
The New York Times 1992 - 1998
The New York Times 1980 - 1981
Touche Ross 1976 - 1979
Skills
Digital Media, Digital Strategy, Social Media, Digital Marketing, Management, Online Advertising, Advertising, Social Media Marketing, Integrated Marketing, New Media, Finance
Education
Hofstra University 1971 — 1976
BBA, Accounting
The New York Times August 2004 - Present
The New York Times 1998 - 2004
The New York Times 1992 - 1998
The New York Times 1980 - 1981
Touche Ross 1976 - 1979
Skills
Digital Media, Digital Strategy, Social Media, Digital Marketing, Management, Online Advertising, Advertising, Social Media Marketing, Integrated Marketing, New Media, Finance
Education
Hofstra University 1971 — 1976
BBA, Accounting
Barry Cummins's Touche Ross Experience February 1970 - April 1972
Job CFO at John Stickley Textiles of the Carolinas
Industry Textiles
Experience
John Stickley Textiles of the Carolinas, Inc March 1998 - Present
United Colors of Benetton March 1989 - February 1998
Blue Bell, Inc-Wrangler April 1972 - March 1989
Touche Ross February 1970 - April 1972
Skills
Accounting, Financial Reporting, Financial Accounting, Target Costing, Financial Analysis, Budgets, Forecasting, Auditing, Strategic Planning, Internal Controls, Negotiation, Business Strategy, Managerial Finance, Tax, CPA
Education
Eastern Kentucky University 1966 — 1970
BBA, Accounting and Finance
John Stickley Textiles of the Carolinas, Inc March 1998 - Present
United Colors of Benetton March 1989 - February 1998
Blue Bell, Inc-Wrangler April 1972 - March 1989
Touche Ross February 1970 - April 1972
Skills
Accounting, Financial Reporting, Financial Accounting, Target Costing, Financial Analysis, Budgets, Forecasting, Auditing, Strategic Planning, Internal Controls, Negotiation, Business Strategy, Managerial Finance, Tax, CPA
Education
Eastern Kentucky University 1966 — 1970
BBA, Accounting and Finance
Mary Sullivan DeCervantes's Touche Ross Experience August 1983 - May 1986
Job CFO, Dunmore Corporation
Industry Plastics
Experience
Dunmore Corporation April 1986 - Present
Touche Ross August 1983 - May 1986
Skills
Mergers & Acquisitions, Strategic Planning, Manufacturing, Product Development, Team Building, Internal Controls, Process Improvement, SEC filings, Negotiation, CPA, Sales Management, Accounting, GAAP, Tax
Education
La Salle University 1979 — 1983
Bachelor of Science (BS), Accounting
Dunmore Corporation April 1986 - Present
Touche Ross August 1983 - May 1986
Skills
Mergers & Acquisitions, Strategic Planning, Manufacturing, Product Development, Team Building, Internal Controls, Process Improvement, SEC filings, Negotiation, CPA, Sales Management, Accounting, GAAP, Tax
Education
La Salle University 1979 — 1983
Bachelor of Science (BS), Accounting
Frank J. Minalga's Touche Ross Experience January 1971 - March 1976
Job Project Professional at AC Lordi
Industry Accounting
Experience
Jefferson Wells January 2005 - July 2011
Spencer Gifts April 1976 - January 1995
Touche Ross January 1971 - March 1976
Skills
Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit
Education
LIU Brooklyn 1966 — 1970
BS, Accounting
Jefferson Wells January 2005 - July 2011
Spencer Gifts April 1976 - January 1995
Touche Ross January 1971 - March 1976
Skills
Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Internal Audit
Education
LIU Brooklyn 1966 — 1970
BS, Accounting
Laurette (Laurie Zeveski) Hucker's Touche Ross Experience May 1986 - November 1986
Job Assistant Regional Counsel at Department of Veterans Affairs
Industry Hospital & Health Care
Experience
Department of Veterans Affairs October 1989 - Present
Bro and Ploch Attorneys at Law February 1988 - October 1989
Brink and Associates Attorneys at Law October 1986 - November 1987
Touche Ross May 1986 - November 1986
Shell Oil Company May 1977 - October 1983
Skills
Administrative Law, Legal Writing, Legal Research, Federal Government, Government, Public Policy, Westlaw, Litigation, Mediation, Appeals, Policy, Courts
Education
Harvard University, John F. Kennedy School of Government 2010 — 2010
Senior Executive Fellows Program
Wichita State University
Mini MBA, Business Administration and Management, General
South Texas College of Law 1983 — 1986
Doctor of Law (J.D.)
University of St. Thomas (TX) 1979 — 1981
Bachelor's degree, Business Administration and Economics
Wharton County Junior College 1975 — 1977
Associate of Science (AS), Data Processing and Accounting
Incarnate Word High School 1972 — 1975
High School Diploma
Department of Veterans Affairs October 1989 - Present
Bro and Ploch Attorneys at Law February 1988 - October 1989
Brink and Associates Attorneys at Law October 1986 - November 1987
Touche Ross May 1986 - November 1986
Shell Oil Company May 1977 - October 1983
Skills
Administrative Law, Legal Writing, Legal Research, Federal Government, Government, Public Policy, Westlaw, Litigation, Mediation, Appeals, Policy, Courts
Education
Harvard University, John F. Kennedy School of Government 2010 — 2010
Senior Executive Fellows Program
Wichita State University
Mini MBA, Business Administration and Management, General
South Texas College of Law 1983 — 1986
Doctor of Law (J.D.)
University of St. Thomas (TX) 1979 — 1981
Bachelor's degree, Business Administration and Economics
Wharton County Junior College 1975 — 1977
Associate of Science (AS), Data Processing and Accounting
Incarnate Word High School 1972 — 1975
High School Diploma
Bob Hoff's Touche Ross Experience June 1981 - March 1987
Job Business Process Manager at Chase Plastic Services, Inc.
Industry Plastics
Experience
Chase Plastic Services, Inc. January 2013 - Present
Chase Plastic Services, Inc. June 2001 - December 2012
Defiance Testing and Engineering March 1987 - June 2001
Touche Ross June 1981 - March 1987
Skills
Plastics, Budgets, Continuous Improvement, Manufacturing, Strategic Planning, Great Plains Software, Product Development, Project Management, Integration, Customer Service, New Business Development, Process Improvement, Business Strategy, Six Sigma, Inventory Management, Leadership
Education
Wayne State University 1986 — 1989
MBA, Finance
Eastern Michigan University 1977 — 1981
BBA, Accounting
Chase Plastic Services, Inc. January 2013 - Present
Chase Plastic Services, Inc. June 2001 - December 2012
Defiance Testing and Engineering March 1987 - June 2001
Touche Ross June 1981 - March 1987
Skills
Plastics, Budgets, Continuous Improvement, Manufacturing, Strategic Planning, Great Plains Software, Product Development, Project Management, Integration, Customer Service, New Business Development, Process Improvement, Business Strategy, Six Sigma, Inventory Management, Leadership
Education
Wayne State University 1986 — 1989
MBA, Finance
Eastern Michigan University 1977 — 1981
BBA, Accounting
Shawn McCormick's Touche Ross Experience January 1979 - July 1980
Job Attorney at McCormick Law Office
Industry Legal Services
Experience
McCormick Law Office July 1992 - Present
Cors & Bassett, LLC June 1985 - August 1992
Dykema Gossett PLLC June 1981 - June 1985
Touche Ross January 1979 - July 1980
Skills
Legal Writing, Microsoft Word, PowerPoint, Legal Assistance, Negotiation, Research, Customer Service, Contract Negotiation, Employment Law, Legal Advice, Courts, Employee Benefits
Education
Georgetown University Law Center 1980 — 1982
Master of Laws (LLM), Taxation
Northern Kentucky University
Doctor of Law (J.D.), Business/Commerce, General
Xavier University
M.B.A., Accounting
McCormick Law Office July 1992 - Present
Cors & Bassett, LLC June 1985 - August 1992
Dykema Gossett PLLC June 1981 - June 1985
Touche Ross January 1979 - July 1980
Skills
Legal Writing, Microsoft Word, PowerPoint, Legal Assistance, Negotiation, Research, Customer Service, Contract Negotiation, Employment Law, Legal Advice, Courts, Employee Benefits
Education
Georgetown University Law Center 1980 — 1982
Master of Laws (LLM), Taxation
Northern Kentucky University
Doctor of Law (J.D.), Business/Commerce, General
Xavier University
M.B.A., Accounting
Andrew Ferranolo's Touche Ross Experience September 1980 - July 1982
Job VP at CUSTOM WHEEL CONNECTION INC
Industry Automotive
Experience
CUSTOM WHEEL CONNECTION INC September 1990 - Present
A.C AMUSEMENTS April 1982 - September 1990
Touche Ross September 1980 - July 1982
Skills
Strategic Planning, Sales Management, Product Development, Process Improvement, New Business Development, Manufacturing, Six Sigma, Project Management, Operations Management, Program Management, Cross-functional Team..., Sales, Lean Manufacturing
Education
Duquesne University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
OLG
Paramus Catholic
CUSTOM WHEEL CONNECTION INC September 1990 - Present
A.C AMUSEMENTS April 1982 - September 1990
Touche Ross September 1980 - July 1982
Skills
Strategic Planning, Sales Management, Product Development, Process Improvement, New Business Development, Manufacturing, Six Sigma, Project Management, Operations Management, Program Management, Cross-functional Team..., Sales, Lean Manufacturing
Education
Duquesne University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
OLG
Paramus Catholic
Jann Eichlersmith's Touche Ross Experience September 1985 - August 1987
Job Assistant General Counsel at The Scoular Company
Industry Food Production
Experience
The Scoular Company December 2000 - Present
Leonard, Street and Deinard September 1990 - December 2000
Touche Ross September 1985 - August 1987
Education
University of Minnesota Law School 1987 — 1990
Doctor of Law (J.D.)
Gustavus Adolphus College 1981 — 1985
Bachelor of Arts (B.A.), Accounting
The Scoular Company December 2000 - Present
Leonard, Street and Deinard September 1990 - December 2000
Touche Ross September 1985 - August 1987
Education
University of Minnesota Law School 1987 — 1990
Doctor of Law (J.D.)
Gustavus Adolphus College 1981 — 1985
Bachelor of Arts (B.A.), Accounting
Jeff Kanyer's Touche Ross Experience 1980 - 1986
Job President at Road Construction Northwest, Inc.
Industry Construction
Experience
Road Construction Northwest, Inc. 2003 - Present
Northwest Management & Consulting, Inc. 2002 - 2003
McCann Enterprises, Inc. 2001 - 2003
CISF, Inc. 1986 - 2001
Touche Ross 1980 - 1986
Coopers & Lybrand 1980 - 1980
Coopers & Lybrand 1980 - 1980
Skills
Construction, Construction Management, Contractors, Renovation, Contract Negotiation, Value Engineering, Strategic Planning, Contract Management, Residential Homes, Budgets, New Business Development, Negotiation, Project Management, Team Building, Green Building, Pre-construction, Custom Homes, Sales Management, Subcontracting, Project Planning
Education
University of Washington 1991 — 1993
MBA, Executive Management
Eastern Washington University 1977 — 1980
Bachelor of Business Administration (BBA), Accounting and Business/Management
Chief Sealth Hgh School
Chief Sealth Hgh School
Chief Sealth Hgh School
Road Construction Northwest, Inc. 2003 - Present
Northwest Management & Consulting, Inc. 2002 - 2003
McCann Enterprises, Inc. 2001 - 2003
CISF, Inc. 1986 - 2001
Touche Ross 1980 - 1986
Coopers & Lybrand 1980 - 1980
Coopers & Lybrand 1980 - 1980
Skills
Construction, Construction Management, Contractors, Renovation, Contract Negotiation, Value Engineering, Strategic Planning, Contract Management, Residential Homes, Budgets, New Business Development, Negotiation, Project Management, Team Building, Green Building, Pre-construction, Custom Homes, Sales Management, Subcontracting, Project Planning
Education
University of Washington 1991 — 1993
MBA, Executive Management
Eastern Washington University 1977 — 1980
Bachelor of Business Administration (BBA), Accounting and Business/Management
Chief Sealth Hgh School
Chief Sealth Hgh School
Chief Sealth Hgh School
Felicia Paura's Touche Ross Experience May 1984 - December 1987
Job CPA, Manager at Sheehan & Company, CPA , P.C.
Industry Accounting
Experience
Sheehan & Company January 2007 - Present
Demeter FL, Inc. May 2002 - September 2006
Northern Group, Inc. February 1993 - March 2001
American Recreation Group, Inc, February 1988 - September 1992
Touche Ross May 1984 - December 1987
Abraham & Straus December 1978 - May 1984
Skills
Employee Benefit Plan..., Common Interest Realty..., Auditing, GAAP, Financial Reporting, Internal Controls, Journal Entries, Accounting, CPA, Financial Statements, Tax Returns, Employee Benefits, Finance, Tax Preparation, Assurance, Income Tax, CCH ProSystem fx, Bookkeeping, QuickBooks, Tax, Sales Tax, ProSystem fx Tax
Education
Hofstra University 1982 — 1984
BA, Accounting
Suffolk County Community College 1980 — 1982
AAS, Accounting
North Babylon High School 1977 — 1980
Regents Diploma
2013 School District Internal Auditors Conference
Sheehan & Company January 2007 - Present
Demeter FL, Inc. May 2002 - September 2006
Northern Group, Inc. February 1993 - March 2001
American Recreation Group, Inc, February 1988 - September 1992
Touche Ross May 1984 - December 1987
Abraham & Straus December 1978 - May 1984
Skills
Employee Benefit Plan..., Common Interest Realty..., Auditing, GAAP, Financial Reporting, Internal Controls, Journal Entries, Accounting, CPA, Financial Statements, Tax Returns, Employee Benefits, Finance, Tax Preparation, Assurance, Income Tax, CCH ProSystem fx, Bookkeeping, QuickBooks, Tax, Sales Tax, ProSystem fx Tax
Education
Hofstra University 1982 — 1984
BA, Accounting
Suffolk County Community College 1980 — 1982
AAS, Accounting
North Babylon High School 1977 — 1980
Regents Diploma
2013 School District Internal Auditors Conference
A.J. Saxon, Ph.D., M.Eng/MBA, ASA's Touche Ross Experience July 1987 - January 1988
Job Valuation Advisor
Industry Management Consulting
Experience
M&A Advisory Services 1989 - Present
PwC March 1988 - November 1988
Touche Ross July 1987 - January 1988
Pacific Gas and Electric Company July 1978 - February 1987
Skills
Due Diligence, Business Strategy, Mergers, Strategic Planning, Team Building, Project Management, Management, Business Planning, Leadership, Financial Analysis, Public Speaking
Education
Iowa State University 1976 — 1978
Doctor of Philosophy (Ph.D.), Engineering/Industrial Management
University of Alberta 1973 — 1975
Master of Engineering (M.Eng.), Engineering/Industrial Management
Malaviya National Insitute of Technology Jaipur 1969 — 1973
BE (Honors), Mechanical Engineering
M&A Advisory Services 1989 - Present
PwC March 1988 - November 1988
Touche Ross July 1987 - January 1988
Pacific Gas and Electric Company July 1978 - February 1987
Skills
Due Diligence, Business Strategy, Mergers, Strategic Planning, Team Building, Project Management, Management, Business Planning, Leadership, Financial Analysis, Public Speaking
Education
Iowa State University 1976 — 1978
Doctor of Philosophy (Ph.D.), Engineering/Industrial Management
University of Alberta 1973 — 1975
Master of Engineering (M.Eng.), Engineering/Industrial Management
Malaviya National Insitute of Technology Jaipur 1969 — 1973
BE (Honors), Mechanical Engineering
chris bohus's Touche Ross Experience January 1963 - February 1971
Job
Industry Management Consulting
Experience
HESS MANAGEMENT CO. July 1979 - December 2004
Touche Ross January 1963 - February 1971
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research, English, Outlook, Photoshop, HTML, Microsoft Excel, Access, Coaching, Management, Marketing Strategy, Team Building, Social Media, Community Outreach, Nonprofits, Leadership Development, Fundraising, Leadership
Education
University of Chicago Graduate School of Business 1961 — 1962
Master of Business Administration (MBA), Math Methods
Illinois Institute of Technology 1957 — 1961
Bachelor of Science (B.S.), MECHANICAL ENGINEERING
HESS MANAGEMENT CO. July 1979 - December 2004
Touche Ross January 1963 - February 1971
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research, English, Outlook, Photoshop, HTML, Microsoft Excel, Access, Coaching, Management, Marketing Strategy, Team Building, Social Media, Community Outreach, Nonprofits, Leadership Development, Fundraising, Leadership
Education
University of Chicago Graduate School of Business 1961 — 1962
Master of Business Administration (MBA), Math Methods
Illinois Institute of Technology 1957 — 1961
Bachelor of Science (B.S.), MECHANICAL ENGINEERING
Beth Knaide's Touche Ross Experience January 1984 - December 1988
Job Senior tax Accountant at VWR international LLC
Industry Accounting
Experience
VWR international LLC January 2015 - Present
Genesis Healthcare March 2013 - December 2014
Horty & Horty, P.A. January 2012 - March 2013
Chester County Intermediate Unit December 2009 - July 2010
21st Century Cyber Charter School February 2007 - June 2009
Unionville Chadds Ford School District August 2006 - November 2006
Ernst & Young January 1999 - April 2001
Elf Atochem July 1991 - July 1997
Ernst & Young January 1989 - July 1991
Touche Ross January 1984 - December 1988
Education
Immaculata University 2002 — 2006
Education Certification, Secondary Math Education
Villanova University 1988 — 1992
Masters, Taxation
Drexel University 1982 — 1987
BS, Accounting & Finance
VWR international LLC January 2015 - Present
Genesis Healthcare March 2013 - December 2014
Horty & Horty, P.A. January 2012 - March 2013
Chester County Intermediate Unit December 2009 - July 2010
21st Century Cyber Charter School February 2007 - June 2009
Unionville Chadds Ford School District August 2006 - November 2006
Ernst & Young January 1999 - April 2001
Elf Atochem July 1991 - July 1997
Ernst & Young January 1989 - July 1991
Touche Ross January 1984 - December 1988
Education
Immaculata University 2002 — 2006
Education Certification, Secondary Math Education
Villanova University 1988 — 1992
Masters, Taxation
Drexel University 1982 — 1987
BS, Accounting & Finance
Nancy Puleo's Touche Ross Experience 1984 - 1986
Job Benefits Tax Counsel at Alcoa
Industry Mining & Metals
Experience
Alcoa December 1986 - Present
Touche Ross 1984 - 1986
Skills
Mergers & Acquisitions, Due Diligence, Deferred Compensation, Corporate Governance, Employee Benefits, Corporate Law, Contract Negotiation, Human Resources, Compensation & Benefit, Litigation, Benefits Administration, Legal Research, Microsoft Excel, Budgets, Strategic Planning, Outlook
Education
Chicago Kent School of Law
Doctor of Law (J.D.)
Illinois Institute of Technology
Bachelor's degree, Political Science and Government
Illinois Institute of Technology
Master of Business Administration (M.B.A.), Accounting and Finance
Alcoa December 1986 - Present
Touche Ross 1984 - 1986
Skills
Mergers & Acquisitions, Due Diligence, Deferred Compensation, Corporate Governance, Employee Benefits, Corporate Law, Contract Negotiation, Human Resources, Compensation & Benefit, Litigation, Benefits Administration, Legal Research, Microsoft Excel, Budgets, Strategic Planning, Outlook
Education
Chicago Kent School of Law
Doctor of Law (J.D.)
Illinois Institute of Technology
Bachelor's degree, Political Science and Government
Illinois Institute of Technology
Master of Business Administration (M.B.A.), Accounting and Finance
Steve Gottlieb's Touche Ross Experience 1985 - 1989
Job CFO at Unitex
Industry Business Supplies and Equipment
Experience
Unitex October 2002 - Present
Carvel Corporation 1989 - 2002
Touche Ross 1985 - 1989
Skills
Forecasting, Budgets, Strategic Planning, Managerial Finance, Negotiation, Contract Negotiation, Working Capital..., Team Building, Financial Analysis, Cross-functional Team..., New Business Development, Business Development
Education
New York University 1980 — 1983
Master of Business Administration (MBA), Finance
Cornell University 1975 — 1979
Bachelor of Science (BS), Economics / Industrial labor relations
Unitex October 2002 - Present
Carvel Corporation 1989 - 2002
Touche Ross 1985 - 1989
Skills
Forecasting, Budgets, Strategic Planning, Managerial Finance, Negotiation, Contract Negotiation, Working Capital..., Team Building, Financial Analysis, Cross-functional Team..., New Business Development, Business Development
Education
New York University 1980 — 1983
Master of Business Administration (MBA), Finance
Cornell University 1975 — 1979
Bachelor of Science (BS), Economics / Industrial labor relations
Joseph C. Moffa, CPA, Esq's Touche Ross Experience January 1984 - October 1989
Job Managing Shareholder, Moffa, Gainor, & Sutton, PA
Industry Law Practice
Experience
Moffa, Gainor, & Sutton, P.A. January 1991 - Present
Deloitte November 1989 - 1991
Touche Ross January 1984 - October 1989
Skills
Tax, State Tax, Tax Law, Sales Tax, US Tax, Trusts, Tax Research, Property Tax, S Corporations, Tax Accounting, Income Tax, Estate Tax Planning, IRS problem resolution, Mediation, Litigation, Corporate Tax, Estate Planning, Partnership Taxation, Sales & Use Tax, LLC, State Taxation, Auditing, Appeals, Florida Bar, Business Tax Planning, Acquisitions, Courts, Strategic Financial..., Bankruptcy, Use Tax, International Tax, Personal Tax Planning
Education
University of Miami School of Law 1982 — 1984
JD, Tax
Florida Atlantic University 1980 — 1982
MBA
Florida Atlantic University 1978 — 1980
BBA, Accounting
Moffa, Gainor, & Sutton, P.A. January 1991 - Present
Deloitte November 1989 - 1991
Touche Ross January 1984 - October 1989
Skills
Tax, State Tax, Tax Law, Sales Tax, US Tax, Trusts, Tax Research, Property Tax, S Corporations, Tax Accounting, Income Tax, Estate Tax Planning, IRS problem resolution, Mediation, Litigation, Corporate Tax, Estate Planning, Partnership Taxation, Sales & Use Tax, LLC, State Taxation, Auditing, Appeals, Florida Bar, Business Tax Planning, Acquisitions, Courts, Strategic Financial..., Bankruptcy, Use Tax, International Tax, Personal Tax Planning
Education
University of Miami School of Law 1982 — 1984
JD, Tax
Florida Atlantic University 1980 — 1982
MBA
Florida Atlantic University 1978 — 1980
BBA, Accounting
Joni Porter's Touche Ross Experience 1983 - 1986
Job Tutor at Literacy New Jersey
Industry Primary/Secondary Education
Experience
Literacy New Jersey - Sussex County Programs October 2014 - Present
Sparta High School 2009 - Present
Sparta Area Schools April 2008 - Present
High Point Ski Patrol 1999 - Present
National Ski Patrol 1998 - Present
Hidden Valley Ski Patrol October 1995 - Present
Selective Insurance 1986 - 1991
Touche Ross 1983 - 1986
Skills
Teaching, English, Microsoft Office, Excel, Accounting, Coaching, Classroom, Cpr Certified, First Aid, Microsoft Excel
Education
Fairleigh Dickinson University-Metropolitan Campus 1991 — 1992
Master of Arts (M.A.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Fairleigh Dickinson University-Rutherford, NJ 1979 — 1983
Bachelor of Science (BS), Accounting
Fairleigh Dickinson University-Metropolitan Campus
Accounting
Literacy New Jersey - Sussex County Programs October 2014 - Present
Sparta High School 2009 - Present
Sparta Area Schools April 2008 - Present
High Point Ski Patrol 1999 - Present
National Ski Patrol 1998 - Present
Hidden Valley Ski Patrol October 1995 - Present
Selective Insurance 1986 - 1991
Touche Ross 1983 - 1986
Skills
Teaching, English, Microsoft Office, Excel, Accounting, Coaching, Classroom, Cpr Certified, First Aid, Microsoft Excel
Education
Fairleigh Dickinson University-Metropolitan Campus 1991 — 1992
Master of Arts (M.A.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Fairleigh Dickinson University-Rutherford, NJ 1979 — 1983
Bachelor of Science (BS), Accounting
Fairleigh Dickinson University-Metropolitan Campus
Accounting
Judy Jefferson's Touche Ross Experience 1982 - February 1989
Job Senior Desktop Support Analyst at Locke Lord LLP
Industry Legal Services
Experience
Locke Lord LLP February 1989 - Present
Touche Ross 1982 - February 1989
Education
El Centro College
Computer and Information Sciences and Support Services
Mountain View College
Computer Technology/Computer Systems Technology
The University of Texas at San Antonio
Business Administration, Management and Operations
Locke Lord LLP February 1989 - Present
Touche Ross 1982 - February 1989
Education
El Centro College
Computer and Information Sciences and Support Services
Mountain View College
Computer Technology/Computer Systems Technology
The University of Texas at San Antonio
Business Administration, Management and Operations
John Kirkenir's Touche Ross Experience August 1982 - April 1985
Job Director at New Jersey Builders Association
Industry Real Estate
Experience
Builders Leaque of South Jersey December 2011 - Present
New Jersey Builders Association January 2003 - Present
Alliance Homes LLC February 1997 - Present
Garden State Land Group April 1985 - February 1997
Touche Ross August 1982 - April 1985
Skills
Residential Homes, Real Estate Development, Real Estate, Property Management, Contract Negotiation, Real Estate Transactions, Sellers, Investment Properties, Relocation, Single Family Homes, Leases, Commercial Real Estate, First Time Home Buyers, Negotiation, Strategic Planning
Education
Gettysburg College 1978 — 1982
BS, Business and Accounting
Builders Leaque of South Jersey December 2011 - Present
New Jersey Builders Association January 2003 - Present
Alliance Homes LLC February 1997 - Present
Garden State Land Group April 1985 - February 1997
Touche Ross August 1982 - April 1985
Skills
Residential Homes, Real Estate Development, Real Estate, Property Management, Contract Negotiation, Real Estate Transactions, Sellers, Investment Properties, Relocation, Single Family Homes, Leases, Commercial Real Estate, First Time Home Buyers, Negotiation, Strategic Planning
Education
Gettysburg College 1978 — 1982
BS, Business and Accounting
Richard Pembrook's Touche Ross Experience 1982 - 1986
Job CFO at Array Enterprises, Inc.
Industry Retail
Experience
Array Enterprises, Inc. October 2014 - Present
Simple Truths, LLC October 2006 - May 2014
Sourcebooks August 2013 - February 2014
Pembrook Consultiing 2003 - 2006
Dean Foods 1998 - 2002
Dean Foods 1996 - 1998
Dean Foods 1993 - 1996
Dean Foods 1991 - 1993
Dean Foods 1986 - 1991
Touche Ross 1982 - 1986
Skills
Supply Chain, Analysis, ERP, Auditing, Finance, Process Improvement, Internal Controls, Accounting, Inventory Management, Forecasting, Managerial Finance, Management, Leadership
Education
Northern Illinois University 1979 — 1981
Master's Degree - MAS, Accounting
Knox College 1975 — 1979
Bachelor of Arts (B.A.), Economics and Business Adm
Array Enterprises, Inc. October 2014 - Present
Simple Truths, LLC October 2006 - May 2014
Sourcebooks August 2013 - February 2014
Pembrook Consultiing 2003 - 2006
Dean Foods 1998 - 2002
Dean Foods 1996 - 1998
Dean Foods 1993 - 1996
Dean Foods 1991 - 1993
Dean Foods 1986 - 1991
Touche Ross 1982 - 1986
Skills
Supply Chain, Analysis, ERP, Auditing, Finance, Process Improvement, Internal Controls, Accounting, Inventory Management, Forecasting, Managerial Finance, Management, Leadership
Education
Northern Illinois University 1979 — 1981
Master's Degree - MAS, Accounting
Knox College 1975 — 1979
Bachelor of Arts (B.A.), Economics and Business Adm
Susan Horton's Touche Ross Experience June 1984 - February 1988
Job President and CEO at Wheatland Bank
Industry Banking
Experience
Wheatland Bank February 1999 - Present
McFarland and Alton, CPA's February 1988 - February 1999
Touche Ross June 1984 - February 1988
Skills
CPA, Bank Management, Risk Management, Public Speaking, German, New Business Development, Strategic Planning, Underwriting, Nonprofits, Banking, Management, Negotiation, Small Business
Education
Washington State University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Eastern Washington University 1979 — 1981
Transferred to WSU to complete degree
Wheatland Bank February 1999 - Present
McFarland and Alton, CPA's February 1988 - February 1999
Touche Ross June 1984 - February 1988
Skills
CPA, Bank Management, Risk Management, Public Speaking, German, New Business Development, Strategic Planning, Underwriting, Nonprofits, Banking, Management, Negotiation, Small Business
Education
Washington State University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Eastern Washington University 1979 — 1981
Transferred to WSU to complete degree
JAMES C. THOMPSON's Touche Ross Experience March 1977 - June 1981
Job CHAIRMAN at DUNROSS AND COMPANY, INC. [DCI]
Industry Management Consulting
Experience
DUNROSS AND COMPANY, INC. [DCI] September 1986 - Present
Touche Ross March 1977 - June 1981
BANK OF THE SOUTHWEST, N.A. January 1977 - September 1978
Skills
Mergers, Entrepreneurship, New Business Development, Business, Management Consulting, Business Strategy, Strategic Planning, Change Management, Business Planning, Leadership Development, Start-ups, Organizational..., Executive Coaching, Coaching, Program Management, Strategy, Team Building, Business Development, Project Management, Governance, Mergers & Acquisitions, Recruiting, Due Diligence, Marketing Strategy, Outsourcing, Management, Private Equity, Corporate Development, Venture Capital, Analytics, Human Resources, Business Analysis, Financial Modeling, Portfolio Management, Banking, Leadership, Securities, Growth Strategies, Executive Management, Consulting, Financial Services, Business Transformation, Restructuring, Business Process..., Organizational Design, Acquisition Integration, Market Entry, Strategic Consulting, Auditing, Professional Services
Education
Harvard College 1979 — 1981
PROFESSIONAL MANAGEMENT CERTIFICATION, MANAGEMENT STRATEGY
STONIER GRADUATE SCHOOL OF BANKING 1973 — 1975
MANAGEMENT CERIFICATION, FINANCIAL SERVICES, STRATEGIC PLANNING, CERTIFICATION
The University of New Mexico - Robert O. Anderson School of Management 1972 — 1973
EXECUTIVE PROGRAM, MANAGEMENT
The University of New Mexico 1967 — 1971
B.A., HISTORY & ECONOMICS
DUNROSS AND COMPANY, INC. [DCI] September 1986 - Present
Touche Ross March 1977 - June 1981
BANK OF THE SOUTHWEST, N.A. January 1977 - September 1978
Skills
Mergers, Entrepreneurship, New Business Development, Business, Management Consulting, Business Strategy, Strategic Planning, Change Management, Business Planning, Leadership Development, Start-ups, Organizational..., Executive Coaching, Coaching, Program Management, Strategy, Team Building, Business Development, Project Management, Governance, Mergers & Acquisitions, Recruiting, Due Diligence, Marketing Strategy, Outsourcing, Management, Private Equity, Corporate Development, Venture Capital, Analytics, Human Resources, Business Analysis, Financial Modeling, Portfolio Management, Banking, Leadership, Securities, Growth Strategies, Executive Management, Consulting, Financial Services, Business Transformation, Restructuring, Business Process..., Organizational Design, Acquisition Integration, Market Entry, Strategic Consulting, Auditing, Professional Services
Education
Harvard College 1979 — 1981
PROFESSIONAL MANAGEMENT CERTIFICATION, MANAGEMENT STRATEGY
STONIER GRADUATE SCHOOL OF BANKING 1973 — 1975
MANAGEMENT CERIFICATION, FINANCIAL SERVICES, STRATEGIC PLANNING, CERTIFICATION
The University of New Mexico - Robert O. Anderson School of Management 1972 — 1973
EXECUTIVE PROGRAM, MANAGEMENT
The University of New Mexico 1967 — 1971
B.A., HISTORY & ECONOMICS
Joseph Owad's Touche Ross Experience January 1979 - March 1980
Job Consultant at Accountemps
Industry Accounting
Experience
Accountemps December 2011 - Present
2010 - 2011MONDAY PROPERTIES October 2010 - August 2011
2004 - 2009 TISHMAN SPEYER PROPERTIES December 2004 - August 2009
STAVOLA MANAGEMENT, INC October 2001 - April 2004
SJP PROPERTIES May 1999 - September 2001
CB RICHARD ELLIS, INC August 1996 - April 1999
COMPASS MANAGEMENT & LEASING, INC April 1992 - July 1996
THE PRUDENTIAL REALTY GROUP June 1980 - May 1987
Touche Ross January 1979 - March 1980
Education
Hofstra University
Bachelor, Business Administration; Accounting
Accountemps December 2011 - Present
2010 - 2011MONDAY PROPERTIES October 2010 - August 2011
2004 - 2009 TISHMAN SPEYER PROPERTIES December 2004 - August 2009
STAVOLA MANAGEMENT, INC October 2001 - April 2004
SJP PROPERTIES May 1999 - September 2001
CB RICHARD ELLIS, INC August 1996 - April 1999
COMPASS MANAGEMENT & LEASING, INC April 1992 - July 1996
THE PRUDENTIAL REALTY GROUP June 1980 - May 1987
Touche Ross January 1979 - March 1980
Education
Hofstra University
Bachelor, Business Administration; Accounting
Phyllis Kochan's Touche Ross Experience 1969 - 1971
Job Director Corporate Accounting at Landstar System, Inc.
Industry Transportation/Trucking/Railroad
Experience
Landstar System, Inc. October 1988 - Present
"ABA" American Basketball Association January 1971 - 1976
Touche Ross 1969 - 1971
Skills
Accounting, Financial Reporting, Internal Controls, Forecasting, Accounts Payable, General Ledger, Auditing, Budgets
Education
Long Island University, Brooklyn Campus 1967 — 1969
Bachelor of Arts (B.A.), Accounting
New York City Community College 1965 — 1967
Associate of Arts and Sciences (A.A.S.), Accounting
Landstar System, Inc. October 1988 - Present
"ABA" American Basketball Association January 1971 - 1976
Touche Ross 1969 - 1971
Skills
Accounting, Financial Reporting, Internal Controls, Forecasting, Accounts Payable, General Ledger, Auditing, Budgets
Education
Long Island University, Brooklyn Campus 1967 — 1969
Bachelor of Arts (B.A.), Accounting
New York City Community College 1965 — 1967
Associate of Arts and Sciences (A.A.S.), Accounting
Kenneth Kramer's Touche Ross Experience 1985 - 1990
Job Director at BMO Harris Bank Transportation Group
Industry Banking
Experience
BMO Harris Bank 2002 - Present
Bank One - First Chicago NBD - First Chicago 1990 - 2002
Touche Ross 1985 - 1990
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
John Carroll University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BMO Harris Bank 2002 - Present
Bank One - First Chicago NBD - First Chicago 1990 - 2002
Touche Ross 1985 - 1990
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
John Carroll University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Vicki Carney's Touche Ross Experience June 1982 - June 1987
Job
Industry Financial Services
Experience
McGladrey LLP November 2014 - Present
FGMK LLC January 2014 - June 2014
Pritzker Family Office April 2013 - October 2013
Equity Group Investments November 1995 - April 2013
Prospect Heights Park District 1995 - 2006
Household International June 1991 - June 1995
Ernst & Young 1987 - 1991
Touche Ross June 1982 - June 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Editing
Education
Georgetown University - The McDonough School of Business 1984 — 1987
Master of Science (MS), Taxation
Mars Hill University 1978 — 1982
Bachelor of Science (BS), Accounting
McGladrey LLP November 2014 - Present
FGMK LLC January 2014 - June 2014
Pritzker Family Office April 2013 - October 2013
Equity Group Investments November 1995 - April 2013
Prospect Heights Park District 1995 - 2006
Household International June 1991 - June 1995
Ernst & Young 1987 - 1991
Touche Ross June 1982 - June 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Editing
Education
Georgetown University - The McDonough School of Business 1984 — 1987
Master of Science (MS), Taxation
Mars Hill University 1978 — 1982
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY