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
DAVID AREND DAVID AREND's Touche Ross Experience 1978 - 1982
Job Financial Analyst
Industry Logistics and Supply Chain
Experience
Sadoff Iron and Metal January 2009 - Present
ACC-U-RITE Tax Preparation 2008 - Present
God's Good Earth June 2005 - September 2008
Jefferson Wells September 2004 - June 2005
World Class Wire August 2003 - September 2004
Accents Unlimited LLC 1998 - 2003
Miller Compressing Company 1984 - 1996
Touche Ross 1978 - 1982
Skills
Accounting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Business Process..., Forecasting, Finance, Analysis, Mergers & Acquisitions, Financial Reporting, ERP, Management, Employee Benefits, Personal Taxes
Education
Marquette University 1983 — 1986
Master of Business Administration (M.B.A.)
University of Wisconsin-Oshkosh 1975 — 1978
Bachelor's Degree, Accounting
Sadoff Iron and Metal January 2009 - Present
ACC-U-RITE Tax Preparation 2008 - Present
God's Good Earth June 2005 - September 2008
Jefferson Wells September 2004 - June 2005
World Class Wire August 2003 - September 2004
Accents Unlimited LLC 1998 - 2003
Miller Compressing Company 1984 - 1996
Touche Ross 1978 - 1982
Skills
Accounting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Business Process..., Forecasting, Finance, Analysis, Mergers & Acquisitions, Financial Reporting, ERP, Management, Employee Benefits, Personal Taxes
Education
Marquette University 1983 — 1986
Master of Business Administration (M.B.A.)
University of Wisconsin-Oshkosh 1975 — 1978
Bachelor's Degree, Accounting
Walt Dallas Walt Dallas's Touche Ross Experience April 1984 - August 1985
Job Income Tax Planning, Business Succession Planning and Estate Tax Planning
Industry Law Practice
Experience
T. Walton Dallas, P.A. April 2001 - Present
Barnes, Broom, Dallas and McLeod, PLLC April 1995 - April 2001
Crosthwait Terney April 1989 - April 1995
Dossett, Goode, Barnes and Broom April 1985 - April 1989
Touche Ross April 1984 - August 1985
Skills
Estate Planning, Trusts, Estate Tax Planning, Wills, Powers of Attorney, Estate Law, LLC, Tax, Tax Law, Asset Protection, Gift Tax, Business Formation, Elder Law, Estate Administration, Appeals, Guardianship, Charitable Trusts, Income Tax, CPA, Prenuptial Agreements, High Net Worth..., Wrongful Death, Finance, Financial Planning, Strategic Planning
Education
Southern Methodist University 1983 — 1984
Masters of Laws in Taxation, Taxation
University of Mississippi School of Law 1981 — 1983
Juris Doctor, Law
Mississippi State University 1977 — 1981
BPA, Accounting
T. Walton Dallas, P.A. April 2001 - Present
Barnes, Broom, Dallas and McLeod, PLLC April 1995 - April 2001
Crosthwait Terney April 1989 - April 1995
Dossett, Goode, Barnes and Broom April 1985 - April 1989
Touche Ross April 1984 - August 1985
Skills
Estate Planning, Trusts, Estate Tax Planning, Wills, Powers of Attorney, Estate Law, LLC, Tax, Tax Law, Asset Protection, Gift Tax, Business Formation, Elder Law, Estate Administration, Appeals, Guardianship, Charitable Trusts, Income Tax, CPA, Prenuptial Agreements, High Net Worth..., Wrongful Death, Finance, Financial Planning, Strategic Planning
Education
Southern Methodist University 1983 — 1984
Masters of Laws in Taxation, Taxation
University of Mississippi School of Law 1981 — 1983
Juris Doctor, Law
Mississippi State University 1977 — 1981
BPA, Accounting
Tom Burr Tom Burr's Touche Ross Experience 1978 - 1983
Job Partner at The Yard LLC
Industry Sports
Experience
The Yard LLC 2012 - Present
Morgan Stanley 1997 - 2006
Dean Witter Discover and Company 1985 - 1997
Sears, Roebuck and Co. 1983 - 1985
Touche Ross 1978 - 1983
Skills
Marketing, Sales, Management, Marketing Strategy, Marketing Communications
Education
Michigan State University
University of Michigan - Stephen M. Ross School of Business
The Yard LLC 2012 - Present
Morgan Stanley 1997 - 2006
Dean Witter Discover and Company 1985 - 1997
Sears, Roebuck and Co. 1983 - 1985
Touche Ross 1978 - 1983
Skills
Marketing, Sales, Management, Marketing Strategy, Marketing Communications
Education
Michigan State University
University of Michigan - Stephen M. Ross School of Business
Bridgitte Ball Bridgitte Ball's Touche Ross Experience October 1987 - October 1988
Job Accountant at Auten Pruss & Beckmann PC
Industry Accounting
Experience
Auten Pruss & Beckmann PC February 2004 - May 2015
Essex Corporation June 1988 - December 1990
Touche Ross October 1987 - October 1988
Skills
Tax Returns, Financial Reporting, GAAP, Fixed Assets, General Ledger, Journal Entries, Financial Statements, Accruals, Tax Preparation, Account Reconciliation, Income Tax, Tax Accounting, Accounting, Financial Accounting, Tax, Corporate Tax, QuickBooks
Education
Northwest Missouri State University 1983 — 1987
Accounting
Northwest Missouri State University 1983 — 1987
Bachelor's degree, Accounting
Auten Pruss & Beckmann PC February 2004 - May 2015
Essex Corporation June 1988 - December 1990
Touche Ross October 1987 - October 1988
Skills
Tax Returns, Financial Reporting, GAAP, Fixed Assets, General Ledger, Journal Entries, Financial Statements, Accruals, Tax Preparation, Account Reconciliation, Income Tax, Tax Accounting, Accounting, Financial Accounting, Tax, Corporate Tax, QuickBooks
Education
Northwest Missouri State University 1983 — 1987
Accounting
Northwest Missouri State University 1983 — 1987
Bachelor's degree, Accounting
Jim Weigand Jim Weigand's Touche Ross Experience 1980 - 1985
Job Owner Principal at James R. Weigand, CPA PLLC
Industry Management Consulting
Experience
James R. Weigand, CPA PLLC February 2013 - Present
Dart Energy Corporation 2007 - January 2013
Skyline Corporation 1997 - 2007
Skyline Corporation 1991 - 1997
SPX Corporation 1985 - 1991
Touche Ross 1980 - 1985
Skills
Financial Reporting, Strategy, Executive Management, Budgets, Strategic Planning, Accounting, Recruiting, Project Management, Auditing, Project Planning, Mergers & Acquisitions, Team Building, Leadership, Sarbanes-Oxley Act, Employee Relations
Education
University of Michigan 1978 — 1980
Master of Business Administration (MBA), Finance, General
Michigan State University 1976 — 1978
Bachelor of Arts (B.A.), Accounting
James R. Weigand, CPA PLLC February 2013 - Present
Dart Energy Corporation 2007 - January 2013
Skyline Corporation 1997 - 2007
Skyline Corporation 1991 - 1997
SPX Corporation 1985 - 1991
Touche Ross 1980 - 1985
Skills
Financial Reporting, Strategy, Executive Management, Budgets, Strategic Planning, Accounting, Recruiting, Project Management, Auditing, Project Planning, Mergers & Acquisitions, Team Building, Leadership, Sarbanes-Oxley Act, Employee Relations
Education
University of Michigan 1978 — 1980
Master of Business Administration (MBA), Finance, General
Michigan State University 1976 — 1978
Bachelor of Arts (B.A.), Accounting
Vicki Kimbrel Vicki Kimbrel's Touche Ross Experience 1984 - 1989
Job CFO at Options Counseling and Family Services
Industry Mental Health Care
Experience
Options Counseling and Family Services April 2006 - Present
McKenzie Willamette Hospital October 1999 - February 2006
SelectCare 1995 - 1999
Touche Ross 1984 - 1989
Skills
Financial Analysis, Financial Statements, Critical Thinking, Auditing, Medical Billing, Budgets, Account Reconciliation, Supervisory Skills, General Ledger, Report Writing, Financial Reporting, Microsoft Office, Nonprofits, Variance Analysis, Cash Flow Forecasting, Financial Audits, Cash Flow, Revenue Recognition, Management Accounting, Accounting
Education
Southern Oregon University 1982 — 1984
MSBA, Accounting
Oregon State University 1976 — 1980
Bachelor's degree, Home Economics
Options Counseling and Family Services April 2006 - Present
McKenzie Willamette Hospital October 1999 - February 2006
SelectCare 1995 - 1999
Touche Ross 1984 - 1989
Skills
Financial Analysis, Financial Statements, Critical Thinking, Auditing, Medical Billing, Budgets, Account Reconciliation, Supervisory Skills, General Ledger, Report Writing, Financial Reporting, Microsoft Office, Nonprofits, Variance Analysis, Cash Flow Forecasting, Financial Audits, Cash Flow, Revenue Recognition, Management Accounting, Accounting
Education
Southern Oregon University 1982 — 1984
MSBA, Accounting
Oregon State University 1976 — 1980
Bachelor's degree, Home Economics
Mark Bewley Mark Bewley's Touche Ross Experience January 1975 - July 1977
Job Self Employed at Mark Bewley, CPA
Industry Health, Wellness and Fitness
Experience
Mark Bewley, CPA September 2013 - Present
CSM Fitness Equipment April 2011 - September 2013
The Inn At Mazatlan January 2000 - April 2011
Self Employed Independent Peoplesoft Consultant September 1993 - December 2000
Whittaker Corporation April 1977 - November 1979
Touche Ross January 1975 - July 1977
Touche Ross January 1975 - June 1977
Skills
Sales, Accounting, Microsoft Office, Customer Service, Team Building, PowerPoint, Forecasting, Budgets, Process Improvement
Education
California State University at Los Angeles 1971 — 1974
Bachelor of Science (B.S.), Accounting
Rio Hondo College 1972 — 1973
Associate of Arts and Sciences (AAS), Accounting
Mark Bewley, CPA September 2013 - Present
CSM Fitness Equipment April 2011 - September 2013
The Inn At Mazatlan January 2000 - April 2011
Self Employed Independent Peoplesoft Consultant September 1993 - December 2000
Whittaker Corporation April 1977 - November 1979
Touche Ross January 1975 - July 1977
Touche Ross January 1975 - June 1977
Skills
Sales, Accounting, Microsoft Office, Customer Service, Team Building, PowerPoint, Forecasting, Budgets, Process Improvement
Education
California State University at Los Angeles 1971 — 1974
Bachelor of Science (B.S.), Accounting
Rio Hondo College 1972 — 1973
Associate of Arts and Sciences (AAS), Accounting
Mark Mueller CPA Mark Mueller CPA's Touche Ross Experience November 1984 - November 1986
Job Chief Financial Officer at Sower of Seeds International Ministries, Inc.
Industry Philanthropy
Experience
Sower of Seeds International Ministries, Inc. July 2010 - Present
Mark T Mueller CPA June 2003 - Present
GL Barron Co. June 2007 - June 2010
Mission General Contractors July 1996 - March 2003
Open Bible Fellowship January 1991 - June 1996
BDO Seidman Alliance November 1986 - January 1991
Touche Ross November 1984 - November 1986
Skills
Finance, Nonprofits, Strategic Planning, Fundraising, Strategic Financial..., Budgets, Financial Analysis, Financial Reporting, Philanthropy, Tax, Public Speaking, Internal Controls, Missions, CPA with 30 years of...
Education
Oral Roberts University 1980 — 1984
Accounting, Accounting, Business
Sower of Seeds International Ministries, Inc. July 2010 - Present
Mark T Mueller CPA June 2003 - Present
GL Barron Co. June 2007 - June 2010
Mission General Contractors July 1996 - March 2003
Open Bible Fellowship January 1991 - June 1996
BDO Seidman Alliance November 1986 - January 1991
Touche Ross November 1984 - November 1986
Skills
Finance, Nonprofits, Strategic Planning, Fundraising, Strategic Financial..., Budgets, Financial Analysis, Financial Reporting, Philanthropy, Tax, Public Speaking, Internal Controls, Missions, CPA with 30 years of...
Education
Oral Roberts University 1980 — 1984
Accounting, Accounting, Business
reginia frietas reginia frietas's Touche Ross Experience March 2000 - March 2004
Job Freelance Writer
Industry Internet
Experience
Self-employed January 2005 - Present
Touche Ross March 2000 - March 2004
Education
NYU
Bachelor of Arts (B.A.)
Self-employed January 2005 - Present
Touche Ross March 2000 - March 2004
Education
NYU
Bachelor of Arts (B.A.)
Jay Maymudes Jay Maymudes's Touche Ross Experience 1982 - 1988
Job Partner and CFO at Seven Harbour Global, LP
Industry Investment Management
Experience
Seven Harbour Global, LP February 2014 - Present
Wexford Capital LP July 1994 - January 2014
Dusco, Inc 1988 - 1994
Touche Ross 1982 - 1988
Skills
Finance, Due Diligence, Asset Management, Financial Modeling, Equities, Venture Capital, Valuation, Investor Relations, Private Equity, Investments, Hedge Funds, Securities, Tax, Trading, Auditing, Alternative Investments, Fund Of Funds, Mergers & Acquisitions, Financial Analysis, Financial Reporting
Education
Queens College 1978 — 1982
Bachelor of Arts (BA), Accounting, Cum Laude, Dean's List
Seven Harbour Global, LP February 2014 - Present
Wexford Capital LP July 1994 - January 2014
Dusco, Inc 1988 - 1994
Touche Ross 1982 - 1988
Skills
Finance, Due Diligence, Asset Management, Financial Modeling, Equities, Venture Capital, Valuation, Investor Relations, Private Equity, Investments, Hedge Funds, Securities, Tax, Trading, Auditing, Alternative Investments, Fund Of Funds, Mergers & Acquisitions, Financial Analysis, Financial Reporting
Education
Queens College 1978 — 1982
Bachelor of Arts (BA), Accounting, Cum Laude, Dean's List
Cleo Raulerson Cleo Raulerson's Touche Ross Experience 1978 - 1984
Job
Industry Computer Software
Experience
Pacific Northwest May 2014 - Present
Cisco Systems January 2010 - May 2014
Cisco Systems August 2005 - January 2010
Cisco Systems Inc. February 2001 - August 2005
Active Voice 1999 - 2001
Cotelligent 1996 - 2000
Egghead Software 1990 - 1993
Eddie Bauer 1987 - 1991
Rainier Bank 1984 - 1987
Touche Ross 1978 - 1984
Skills
Cross-functional Team..., Program Management, Cisco Technologies, Leadership, Unified Communications, Product Development, Go-to-market Strategy, Cloud Computing, SaaS, Enterprise Software, Product Management, Coaching, Management, Sales Operations, Sales Enablement, Telepresence, Vendor Management, Channel Partners, Software Project..., Project Management, Consulting, Executive Management, Pre-sales, Herding Cats, Professional Services, Team Leadership, Coordination, Team Building
Education
University of Washington 1981 — 1983
MBA, Operations Management
Oregon State University 1972 — 1976
BS, Computer Sciense
Pacific Northwest May 2014 - Present
Cisco Systems January 2010 - May 2014
Cisco Systems August 2005 - January 2010
Cisco Systems Inc. February 2001 - August 2005
Active Voice 1999 - 2001
Cotelligent 1996 - 2000
Egghead Software 1990 - 1993
Eddie Bauer 1987 - 1991
Rainier Bank 1984 - 1987
Touche Ross 1978 - 1984
Skills
Cross-functional Team..., Program Management, Cisco Technologies, Leadership, Unified Communications, Product Development, Go-to-market Strategy, Cloud Computing, SaaS, Enterprise Software, Product Management, Coaching, Management, Sales Operations, Sales Enablement, Telepresence, Vendor Management, Channel Partners, Software Project..., Project Management, Consulting, Executive Management, Pre-sales, Herding Cats, Professional Services, Team Leadership, Coordination, Team Building
Education
University of Washington 1981 — 1983
MBA, Operations Management
Oregon State University 1972 — 1976
BS, Computer Sciense
Michael Grayson Michael Grayson's Touche Ross Experience July 1973 - November 1975
Job Principal System Engineer at Integrity Applications Incorporated
Industry Defense & Space
Experience
Integrity Applications Incorporated January 2013 - Present
Unemployed October 2012 - January 2013
The SI Organization, Inc. November 2010 - October 2012
Lockheed Martin October 1997 - November 2010
Martin Marietta Corporation May 1994 - October 1997
GE Aerospace October 1981 - May 1994
U. S. Leasing, International, Inc. September 1979 - September 1981
Dillingham Corporation March 1976 - August 1979
Touche Ross July 1973 - November 1975
National Program December 1968 - August 1972
Skills
Satellite Ground Systems, DoD Top Secret Clearance, Satellite Systems..., Test Scenarios, Enterprise Systems..., Enterprise Architecture, C4ISR Systems, Requirements..., System Integration..., DoDAF, SSBI, Readiness Assessments, Requirements Analysis, Requirement..., System Integrators, Concept of Operations, Independent..., System Architecture, Technical Requirements..., Use Case Analysis
Education
Purdue University - Krannert School of Management 1972 — 1973
Master of Science (MS)
Washington State University 1962 — 1966
Bachelor of Arts (BA)
Integrity Applications Incorporated January 2013 - Present
Unemployed October 2012 - January 2013
The SI Organization, Inc. November 2010 - October 2012
Lockheed Martin October 1997 - November 2010
Martin Marietta Corporation May 1994 - October 1997
GE Aerospace October 1981 - May 1994
U. S. Leasing, International, Inc. September 1979 - September 1981
Dillingham Corporation March 1976 - August 1979
Touche Ross July 1973 - November 1975
National Program December 1968 - August 1972
Skills
Satellite Ground Systems, DoD Top Secret Clearance, Satellite Systems..., Test Scenarios, Enterprise Systems..., Enterprise Architecture, C4ISR Systems, Requirements..., System Integration..., DoDAF, SSBI, Readiness Assessments, Requirements Analysis, Requirement..., System Integrators, Concept of Operations, Independent..., System Architecture, Technical Requirements..., Use Case Analysis
Education
Purdue University - Krannert School of Management 1972 — 1973
Master of Science (MS)
Washington State University 1962 — 1966
Bachelor of Arts (BA)
Mark Blayney Mark Blayney's Touche Ross Experience May 1984 - July 1988
Job VP Director Domestic Tax at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman Sr Tax MgrDeloitteAugust 1988 - July 1993
Touche Ross May 1984 - July 1988
Skills
Attorney, CPA
Education
Louis D. Brandeis School of Law at the University of Louisville 1983 — 1985
Juris Doctor (J.D.)
Brown-Forman Sr Tax MgrDeloitteAugust 1988 - July 1993
Touche Ross May 1984 - July 1988
Skills
Attorney, CPA
Education
Louis D. Brandeis School of Law at the University of Louisville 1983 — 1985
Juris Doctor (J.D.)
♦Chuck Howard, CPA♦ ♦Chuck Howard, CPA♦'s Touche Ross Experience 1986 - 1989
Job Sales, Marketing & Business Developer
Industry Accounting
Experience
CPA Consultant September 2013 - Present
MonoLisaGram Embroidered Apparel March 1993 - September 2013
US Cellular 1991 - 1993
Merchandise Mart Properties, Inc. 1989 - 1991
Touche Ross 1986 - 1989
Combined Insurance May 1981 - August 1983
Skills
CPA, Social Media Marketing, Marketing Strategy, New Business Development, Strategic Planning, Team Leadership, Account Management, Social Media, Project Management, Sales Operations, Forecasting, Advertising, B2B, Business Strategy, Online Advertising, Customer Service, Team Building, Business Development, Corporate Gifts, Budgets, Analysis, Product Development, Marketing Management, Online Marketing, Marketing, Mergers & Acquisitions, Sales Management, Management, Sales Process, Entrepreneurship, Product Marketing, Start-ups, Sales, Competitive Analysis, Direct Sales, Real Estate, Leadership, Negotiation, Contract Negotiation, Selling, Marketing Communications, Strategic Partnerships, Retail, Small Business, Product Management, Pricing, Strategy, Email Marketing, P&L Management, Business Planning
Education
Southern Illinois University, Carbondale 1982 — 1986
Bachelor
Culver Military Academy 1978 — 1980
CPA Consultant September 2013 - Present
MonoLisaGram Embroidered Apparel March 1993 - September 2013
US Cellular 1991 - 1993
Merchandise Mart Properties, Inc. 1989 - 1991
Touche Ross 1986 - 1989
Combined Insurance May 1981 - August 1983
Skills
CPA, Social Media Marketing, Marketing Strategy, New Business Development, Strategic Planning, Team Leadership, Account Management, Social Media, Project Management, Sales Operations, Forecasting, Advertising, B2B, Business Strategy, Online Advertising, Customer Service, Team Building, Business Development, Corporate Gifts, Budgets, Analysis, Product Development, Marketing Management, Online Marketing, Marketing, Mergers & Acquisitions, Sales Management, Management, Sales Process, Entrepreneurship, Product Marketing, Start-ups, Sales, Competitive Analysis, Direct Sales, Real Estate, Leadership, Negotiation, Contract Negotiation, Selling, Marketing Communications, Strategic Partnerships, Retail, Small Business, Product Management, Pricing, Strategy, Email Marketing, P&L Management, Business Planning
Education
Southern Illinois University, Carbondale 1982 — 1986
Bachelor
Culver Military Academy 1978 — 1980
Maria de los A Rivera Maria de los A Rivera's Touche Ross Experience June 1985 - 1991
Job Partner in charge Tax at Kevane Grant Thornton
Industry Accounting
Experience
Kevane Grant Thornton February 1997 - Present
Ernst & Young 1991 - 1997
Touche Ross June 1985 - 1991
Skills
International Tax..., Tax Accounting, Paperless office..., Business Planning, Representation before..., Public speaker, Puerto Rico tax laws, Sales and Use Tax..., Puerto Rico Tax..., Tax Law, Sales & Use Tax..., Auditing, Public Speaking, Internal Controls, Tax-exempt, Income Tax, US GAAP, Sarbanes-Oxley Act, CPA, Strategic Financial..., Financial Reporting, Managerial Finance, GAAP, Corporate Tax, Cash Flow, Financial Accounting, Financial Audits, Tax Advisory, Tax, External Audit, Accounting, Financial Planning
Education
The University of Texas at Austin 1984 — 1985
MPA, Tax
Pontificia Universidad Católica de Puerto Rico 1980 — 1983
BBA, Accounting
Kevane Grant Thornton February 1997 - Present
Ernst & Young 1991 - 1997
Touche Ross June 1985 - 1991
Skills
International Tax..., Tax Accounting, Paperless office..., Business Planning, Representation before..., Public speaker, Puerto Rico tax laws, Sales and Use Tax..., Puerto Rico Tax..., Tax Law, Sales & Use Tax..., Auditing, Public Speaking, Internal Controls, Tax-exempt, Income Tax, US GAAP, Sarbanes-Oxley Act, CPA, Strategic Financial..., Financial Reporting, Managerial Finance, GAAP, Corporate Tax, Cash Flow, Financial Accounting, Financial Audits, Tax Advisory, Tax, External Audit, Accounting, Financial Planning
Education
The University of Texas at Austin 1984 — 1985
MPA, Tax
Pontificia Universidad Católica de Puerto Rico 1980 — 1983
BBA, Accounting
Richard Devine Richard Devine's Touche Ross Experience September 1982 - March 1989
Job Chief Operating Officer at SMART DEVINE
Industry Accounting
Experience
SMART DEVINE September 2010 - Present
Privately held commercial bank October 2008 - August 2010
SMART Business Advisory and Consulting September 1996 - September 2008
Touche Ross September 1982 - March 1989
Skills
Mergers, Auditing, Internal Controls, Mergers & Acquisitions, Accounting, Restructuring, Insurance, Financial Reporting, Financial Services, Finance, Budgets, Project Management, Forensic Accounting, Nonprofits, Strategic Planning, SEC filings, Business Process...
Education
Saint Joseph's University 1978 — 1982
BS, Accounting
St. Joseph’s University 1978 — 1982
BS, Accounting
Cardinal O'Hara High School 1974 — 1978
St. Dorothy School
SMART DEVINE September 2010 - Present
Privately held commercial bank October 2008 - August 2010
SMART Business Advisory and Consulting September 1996 - September 2008
Touche Ross September 1982 - March 1989
Skills
Mergers, Auditing, Internal Controls, Mergers & Acquisitions, Accounting, Restructuring, Insurance, Financial Reporting, Financial Services, Finance, Budgets, Project Management, Forensic Accounting, Nonprofits, Strategic Planning, SEC filings, Business Process...
Education
Saint Joseph's University 1978 — 1982
BS, Accounting
St. Joseph’s University 1978 — 1982
BS, Accounting
Cardinal O'Hara High School 1974 — 1978
St. Dorothy School
James Sorbo James Sorbo's Touche Ross Experience 1984 - 1989
Job Senior Portfolio Manager at HOOPP
Industry Financial Services
Experience
HOOPP 2008 - Present
AGF Management Limited 2004 - 2008
Ontario Teachers' Pension Plan 1999 - 2003
Touche Ross 1984 - 1989
Skills
Portfolio Management, Bloomberg, Asset Managment, Equities, Capital Markets, Investments, Equity Research, Wealth Management, Financial Markets
Education
Simon Fraser University
Bachelor of Business Administration (BBA)
Chartered Financial Analyst
CFA
Institute of Chartered Accountants of Ontario
CA, Accounting
HOOPP 2008 - Present
AGF Management Limited 2004 - 2008
Ontario Teachers' Pension Plan 1999 - 2003
Touche Ross 1984 - 1989
Skills
Portfolio Management, Bloomberg, Asset Managment, Equities, Capital Markets, Investments, Equity Research, Wealth Management, Financial Markets
Education
Simon Fraser University
Bachelor of Business Administration (BBA)
Chartered Financial Analyst
CFA
Institute of Chartered Accountants of Ontario
CA, Accounting
Dan Janet Dan Janet's Touche Ross Experience 1977 - 1982
Job Director of Audit and Accounting at Michael J. Rinaldi Associates, CPA's
Industry Accounting
Experience
Michael J. Rinaldi Associates, CPA's March 2014 - Present
Self-Employed- Consulting January 2013 - Present
Kurdistan Regional Government- US Representation January 2013 - Present
Van Scoyoc Associates, Inc. July 2012 - December 2012
Aronson LLC October 2000 - June 2012
Fangmeyer and Fangmeyer, CPA's 1991 - 2000
Kaufman Rosenbloom & Shapiro CPA's 1982 - 1990
Touche Ross 1977 - 1982
Skills
Financial statement..., M&A due diligence, Internal Controls, Accounting, Financial Audits, Manufacturing, Tax, Financial Reporting, Auditing, US GAAP, Due Diligence, GAAP, CPA, Corporate Tax, SEC filings, Revenue Recognition, Tax Accounting, Tax Research
Education
University of Maryland College Park 1974 — 1976
BS, Accounting
Montgomery College 1972 — 1974
AA, Business Adm
Michael J. Rinaldi Associates, CPA's March 2014 - Present
Self-Employed- Consulting January 2013 - Present
Kurdistan Regional Government- US Representation January 2013 - Present
Van Scoyoc Associates, Inc. July 2012 - December 2012
Aronson LLC October 2000 - June 2012
Fangmeyer and Fangmeyer, CPA's 1991 - 2000
Kaufman Rosenbloom & Shapiro CPA's 1982 - 1990
Touche Ross 1977 - 1982
Skills
Financial statement..., M&A due diligence, Internal Controls, Accounting, Financial Audits, Manufacturing, Tax, Financial Reporting, Auditing, US GAAP, Due Diligence, GAAP, CPA, Corporate Tax, SEC filings, Revenue Recognition, Tax Accounting, Tax Research
Education
University of Maryland College Park 1974 — 1976
BS, Accounting
Montgomery College 1972 — 1974
AA, Business Adm
Bruce Sponagle Bruce Sponagle's Touche Ross Experience 1974 - 1979
Job Independent Financial Services Professional
Industry Financial Services
Experience
self General managerColby Alehouse2004 - 2007
Sponagle's Burnside Service Centre 1990 - 2003
Seaman Cross 1985 - 1990
Foulis ngineering 1979 - 1985
Touche Ross 1974 - 1979
Education
institute of chartered accountants of Nova Scotia 1974 — 1976
CA
Saint Mary's University 1971 — 1974
B comm
Prince Andrew High 1968 — 1971
High School
self General managerColby Alehouse2004 - 2007
Sponagle's Burnside Service Centre 1990 - 2003
Seaman Cross 1985 - 1990
Foulis ngineering 1979 - 1985
Touche Ross 1974 - 1979
Education
institute of chartered accountants of Nova Scotia 1974 — 1976
CA
Saint Mary's University 1971 — 1974
B comm
Prince Andrew High 1968 — 1971
High School
M. Victor Janulaitis M. Victor Janulaitis's Touche Ross Experience 1971 - 1977
Job CEO at Janco Associates, Inc
Industry Publishing
Experience
Janco Associates, Inc January 1998 - Present
Positive Support Review, Inc. January 1982 - 2000
University of Southern California 1987 - 1988
UCLA 1986 - 1987
Index Systems 1979 - 1982
Damon Corp December 1977 - December 1978
Harvard University 1978 - 1978
Touche Ross 1971 - 1977
IBM 1967 - 1971
Skills
Start-ups, Entrepreneur, Strategic Planning, Mergers, IT Management, Disaster Recovery, Security, Infrastructure Planning, Program Management, Business Strategy, Entrepreneurship, Executive Management, Change Management, Consulting, Management Consulting, Business Development, Project Management, Infrastructure, Mergers & Acquisitions, IT Strategy, Data Center, Information Technology, Management, Strategy, Outsourcing, Process Improvement, Business Analysis, Business Intelligence, Business Process...
Education
The University of Chicago 1970 — 1971
MBA, Finance
Loyola University of Chicago 1963 — 1967
BS, Biology
Janco Associates, Inc January 1998 - Present
Positive Support Review, Inc. January 1982 - 2000
University of Southern California 1987 - 1988
UCLA 1986 - 1987
Index Systems 1979 - 1982
Damon Corp December 1977 - December 1978
Harvard University 1978 - 1978
Touche Ross 1971 - 1977
IBM 1967 - 1971
Skills
Start-ups, Entrepreneur, Strategic Planning, Mergers, IT Management, Disaster Recovery, Security, Infrastructure Planning, Program Management, Business Strategy, Entrepreneurship, Executive Management, Change Management, Consulting, Management Consulting, Business Development, Project Management, Infrastructure, Mergers & Acquisitions, IT Strategy, Data Center, Information Technology, Management, Strategy, Outsourcing, Process Improvement, Business Analysis, Business Intelligence, Business Process...
Education
The University of Chicago 1970 — 1971
MBA, Finance
Loyola University of Chicago 1963 — 1967
BS, Biology
Gregory Giugliano Gregory Giugliano's Touche Ross Experience September 1983 - April 1987
Job
Industry Accounting
Experience
Marcum LLP January 2001 - Present
Hays & Company LLP April 1987 - December 2000
Touche Ross September 1983 - April 1987
Skills
Due Diligence, Accounting, CPA, Financial Accounting, Mergers & Acquisitions, Auditing, Revenue Recognition, SEC filings, Mergers, Forecasting, Assurance, GAAP
Education
Pace University 1979 — 1983
BBA
Pace University - Lubin School of Business 1979 — 1983
Master of Business Administration (MBA), Accounting
Pace University-Pleasantville/Briarcliff Campus 1979 — 1983
BBA/MBA, Accounting
Marcum LLP January 2001 - Present
Hays & Company LLP April 1987 - December 2000
Touche Ross September 1983 - April 1987
Skills
Due Diligence, Accounting, CPA, Financial Accounting, Mergers & Acquisitions, Auditing, Revenue Recognition, SEC filings, Mergers, Forecasting, Assurance, GAAP
Education
Pace University 1979 — 1983
BBA
Pace University - Lubin School of Business 1979 — 1983
Master of Business Administration (MBA), Accounting
Pace University-Pleasantville/Briarcliff Campus 1979 — 1983
BBA/MBA, Accounting
Cynthia Persitz Cynthia Persitz's Touche Ross Experience January 1979 - January 1983
Job HR Principal
Industry Utilities
Experience
DTE Energy Company January 2011 - Present
DTE Energy Company June 2001 - December 2010
MCN Energy Group Inc. January 1990 - June 2001
Michigan Consolidated Gas Company January 1983 - January 1990
Touche Ross January 1979 - January 1983
Skills
Payroll, Employee Benefits, SEC reporting, Benefits, Compensation, Compliance, Process Improvement, Word, FMLA, SAP, Tax, PeopleSoft, Executive Pay, Deferred Compensation, Benefits Administration, Microsoft Word, Human Resources, Income Tax, Project Management, Project Coordination, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, SEC filings, Tax Accounting, Auditing, Succession Planning
Education
Walsh College of Accountancy and Business Administration 1983 — 1986
MST, Tax
Michigan State University 1975 — 1979
BA, Accounting, Magna cum laude
DTE Energy Company January 2011 - Present
DTE Energy Company June 2001 - December 2010
MCN Energy Group Inc. January 1990 - June 2001
Michigan Consolidated Gas Company January 1983 - January 1990
Touche Ross January 1979 - January 1983
Skills
Payroll, Employee Benefits, SEC reporting, Benefits, Compensation, Compliance, Process Improvement, Word, FMLA, SAP, Tax, PeopleSoft, Executive Pay, Deferred Compensation, Benefits Administration, Microsoft Word, Human Resources, Income Tax, Project Management, Project Coordination, Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions, SEC filings, Tax Accounting, Auditing, Succession Planning
Education
Walsh College of Accountancy and Business Administration 1983 — 1986
MST, Tax
Michigan State University 1975 — 1979
BA, Accounting, Magna cum laude
Michael Aversa Michael Aversa's Touche Ross Experience September 1978 - June 1988
Job Partner, EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP June 1988 - Present
Touche Ross September 1978 - June 1988
Skills
GAAP, SEC filings, Tax Preparation, CPA, US GAAP, Internal Controls, Tax, Auditing, Sarbanes-Oxley Act, Assurance, External Audit, Tax Accounting, Forensic Accounting, Mergers & Acquisitions, SEC Filings, Financial Statements
Education
Saint Peter's University 1974 — 1978
Bachelor of Science (BS), Accounting
EisnerAmper LLP June 1988 - Present
Touche Ross September 1978 - June 1988
Skills
GAAP, SEC filings, Tax Preparation, CPA, US GAAP, Internal Controls, Tax, Auditing, Sarbanes-Oxley Act, Assurance, External Audit, Tax Accounting, Forensic Accounting, Mergers & Acquisitions, SEC Filings, Financial Statements
Education
Saint Peter's University 1974 — 1978
Bachelor of Science (BS), Accounting
Bob Brown, CPA Bob Brown, CPA's Touche Ross Experience 1977 - 1979
Job VP Operations, CFO at Dime Accounting
Industry Accounting
Experience
Dime Accounting January 2014 - Present
Silicon Valley Accountants April 2013 - December 2013
Republic Steel November 2011 - April 2013
Veyance Technologies 2007 - 2011
Goodyear 1980 - 2007
Equitable Securities 1979 - 1980
Touche Ross 1977 - 1979
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Strategic Planning, Six Sigma, Leadership, Training, Finance, Forecasting, Tax, Working Capital..., Process Improvement, US GAAP, Financial Reporting, Strategy, Auditing, Cost Accounting, Internal Controls, Management, Treasury Management, Cash Management
Education
Miami University 1973 — 1977
BS, Accounting
Dime Accounting January 2014 - Present
Silicon Valley Accountants April 2013 - December 2013
Republic Steel November 2011 - April 2013
Veyance Technologies 2007 - 2011
Goodyear 1980 - 2007
Equitable Securities 1979 - 1980
Touche Ross 1977 - 1979
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Strategic Planning, Six Sigma, Leadership, Training, Finance, Forecasting, Tax, Working Capital..., Process Improvement, US GAAP, Financial Reporting, Strategy, Auditing, Cost Accounting, Internal Controls, Management, Treasury Management, Cash Management
Education
Miami University 1973 — 1977
BS, Accounting
Julie Haun's Touche Ross Experience 1982 - 1983
Job
Industry Accounting
Experience
ArcelorMittal USA December 2012 - Present
ArcelorMittal Indiana Harbor April 2011 - December 2012
ArcelorMittal Indiana Harbor May 2010 - April 2011
ArcelorMittal Indiana Harbor May 2007 - May 2010
ArcelorMittal Indiana Harbor May 2006 - May 2007
ArcelorMittal Indiana Harbor 2003 - May 2006
ArcelorMittal Indiana Harbor 1998 - 2002
ArcelorMittal Indiana Harbor 1984 - 1997
Touche Ross 1982 - 1983
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Analysis, Management, Financial Reporting
Education
Purdue University Calumet
Bachelor of Science (BS), Management, Accounting
ArcelorMittal USA December 2012 - Present
ArcelorMittal Indiana Harbor April 2011 - December 2012
ArcelorMittal Indiana Harbor May 2010 - April 2011
ArcelorMittal Indiana Harbor May 2007 - May 2010
ArcelorMittal Indiana Harbor May 2006 - May 2007
ArcelorMittal Indiana Harbor 2003 - May 2006
ArcelorMittal Indiana Harbor 1998 - 2002
ArcelorMittal Indiana Harbor 1984 - 1997
Touche Ross 1982 - 1983
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Analysis, Management, Financial Reporting
Education
Purdue University Calumet
Bachelor of Science (BS), Management, Accounting
Dennis Reinholt's Touche Ross Experience January 1988 - May 1989
Job Experienced Finance & Manufacturing Logistics/Operations Manager
Industry Aviation & Aerospace
Experience
Pratt & Whitney April 2011 - August 2013
Pratt & Whitney March 2005 - April 2011
Pratt & Whitney January 2000 - February 2005
Carrier Corporation October 1997 - December 1999
Carrier Corporation October 1994 - October 1997
United Technologies May 1993 - October 1994
Carrier Corporation May 1989 - May 1993
Touche Ross January 1988 - May 1989
Skills
Materials Management, Supply Chain, Logistics, Operations Management, Financial Analysis, Logistics Management, Team Facilitation, Financial Accounting, Managerial Finance, Warehouse Management, Cross-functional Team..., Public Speaking, MRP, Cost Accounting, Dog Behavior, Dog Training, Value Stream Mapping, Microsoft Excel, Microsoft Word, PowerPoint, Quicken, Event Planning, Event Management, Forecasting, Aerospace, Variance Analysis, Team Building, Financial Modeling, Dogs, Microsoft Office, Hyperion Enterprise, Training
Education
Purdue University - Krannert School of Management 1998 — 2000
Master of Business Administration (MBA)
Purdue University 1998 — 2000
Master's degree - Management
University of West Florida - College of Business 1988 — 1989
Master of Arts (MA), Accounting
University of West Florida - College of Business 1985 — 1987
Bachelor's degree, Accounting and Finance
Pratt & Whitney April 2011 - August 2013
Pratt & Whitney March 2005 - April 2011
Pratt & Whitney January 2000 - February 2005
Carrier Corporation October 1997 - December 1999
Carrier Corporation October 1994 - October 1997
United Technologies May 1993 - October 1994
Carrier Corporation May 1989 - May 1993
Touche Ross January 1988 - May 1989
Skills
Materials Management, Supply Chain, Logistics, Operations Management, Financial Analysis, Logistics Management, Team Facilitation, Financial Accounting, Managerial Finance, Warehouse Management, Cross-functional Team..., Public Speaking, MRP, Cost Accounting, Dog Behavior, Dog Training, Value Stream Mapping, Microsoft Excel, Microsoft Word, PowerPoint, Quicken, Event Planning, Event Management, Forecasting, Aerospace, Variance Analysis, Team Building, Financial Modeling, Dogs, Microsoft Office, Hyperion Enterprise, Training
Education
Purdue University - Krannert School of Management 1998 — 2000
Master of Business Administration (MBA)
Purdue University 1998 — 2000
Master's degree - Management
University of West Florida - College of Business 1988 — 1989
Master of Arts (MA), Accounting
University of West Florida - College of Business 1985 — 1987
Bachelor's degree, Accounting and Finance
A. R. Williams A. R. Williams's Touche Ross Experience 1979 - 1984
Job Managing Director at Clear Thinking Group
Industry Management Consulting
Experience
Clear Thinking Group January 2014 - Present
Traxi LLC October 2011 - December 2013
Hudson Capital Partners, LLC May 2004 - October 2011
Bonus Stores, Inc, / Bill's Dollar Stores, Inc. January 2000 - May 2004
Touche Ross 1979 - 1984
Skills
Start-ups, Mergers, Financial Analysis, Corporate Finance, Strategy, Forecasting, Team Building, Due Diligence, Management, Leadership, Restructuring, Private Equity, Retail, Negotiation, Financial Modeling, P&L Management, Performance Management, Business Planning, Valuation, Turn Around Management, Banking, Investment Banking, Mergers & Acquisitions, Operations Management, Business Strategy, Business Analysis, Management Consulting, Entrepreneurship, Executive Management, Portfolio Management, Internal Controls, Business Valuation, SEC filings, Budgets, Financial Reporting, Accounting, Venture Capital, Income Statement, Strategic Planning, Acquisition Integration, Managerial Finance, Risk Management, Finance, Auditing, Cash Management, Investments, Business Process..., Pricing, Strategic Financial..., Cash Flow
Education
Mississippi State University - College of Business and Industry 1977 — 1979
Masters, Accounting
Mississippi State University
Clear Thinking Group January 2014 - Present
Traxi LLC October 2011 - December 2013
Hudson Capital Partners, LLC May 2004 - October 2011
Bonus Stores, Inc, / Bill's Dollar Stores, Inc. January 2000 - May 2004
Touche Ross 1979 - 1984
Skills
Start-ups, Mergers, Financial Analysis, Corporate Finance, Strategy, Forecasting, Team Building, Due Diligence, Management, Leadership, Restructuring, Private Equity, Retail, Negotiation, Financial Modeling, P&L Management, Performance Management, Business Planning, Valuation, Turn Around Management, Banking, Investment Banking, Mergers & Acquisitions, Operations Management, Business Strategy, Business Analysis, Management Consulting, Entrepreneurship, Executive Management, Portfolio Management, Internal Controls, Business Valuation, SEC filings, Budgets, Financial Reporting, Accounting, Venture Capital, Income Statement, Strategic Planning, Acquisition Integration, Managerial Finance, Risk Management, Finance, Auditing, Cash Management, Investments, Business Process..., Pricing, Strategic Financial..., Cash Flow
Education
Mississippi State University - College of Business and Industry 1977 — 1979
Masters, Accounting
Mississippi State University
Liane Pelletier Liane Pelletier's Touche Ross Experience 1984 - 1986
Job Corporate Board Director
Industry Telecommunications
Experience
Expeditors International May 2013 - Present
Atlantic Tele-Network, Inc. June 2012 - Present
National Association of Corporate Directors Northwest Chapter March 2012 - Present
The Nature Conservancy Alaska Chapter September 2009 - May 2015
Icicle Seafoods December 2009 - April 2015
Washington Federal August 2011 - January 2015
Alaska Communications October 2003 - April 2011
Sprint 1986 - 2003
Touche Ross 1984 - 1986
Temple Barker and Sloane 1980 - 1982
Skills
Cyber security, Strategy, Risk Management, Governance, Succession Planning, Mergers & Acquisitions, Process Improvement
Education
MIT Sloan School of Management 1982 — 1984
MS, Management
Wellesley College 1976 — 1980
BA, Magna Cum Laude, Economics
NACD
Board Leadership Fellow 2013
Stanford University
Executive Program
Expeditors International May 2013 - Present
Atlantic Tele-Network, Inc. June 2012 - Present
National Association of Corporate Directors Northwest Chapter March 2012 - Present
The Nature Conservancy Alaska Chapter September 2009 - May 2015
Icicle Seafoods December 2009 - April 2015
Washington Federal August 2011 - January 2015
Alaska Communications October 2003 - April 2011
Sprint 1986 - 2003
Touche Ross 1984 - 1986
Temple Barker and Sloane 1980 - 1982
Skills
Cyber security, Strategy, Risk Management, Governance, Succession Planning, Mergers & Acquisitions, Process Improvement
Education
MIT Sloan School of Management 1982 — 1984
MS, Management
Wellesley College 1976 — 1980
BA, Magna Cum Laude, Economics
NACD
Board Leadership Fellow 2013
Stanford University
Executive Program
Kevin Benedix Kevin Benedix's Touche Ross Experience 1988 - 1990
Job EVP, Director & CFO, Boston Global Investors
Industry Real Estate
Experience
Boston Global Investors 2010 - Present
Gale International 2002 - 2010
Spaulding & Slye 2001 - 2002
CBRE 1996 - 2001
RM Bradley & Company 1990 - 1996
Touche Ross 1988 - 1990
Education
Saint Michael's College 1984 — 1988
BS, Accounting
Boston Global Investors 2010 - Present
Gale International 2002 - 2010
Spaulding & Slye 2001 - 2002
CBRE 1996 - 2001
RM Bradley & Company 1990 - 1996
Touche Ross 1988 - 1990
Education
Saint Michael's College 1984 — 1988
BS, Accounting
Jim P. Rolfes Jim P. Rolfes's Touche Ross Experience June 1981 - April 1985
Job Office Managing Partner at Plante Moran
Industry Accounting
Experience
Plante Moran July 2009 - Present
Jackson, Rolfes, Spurgeon & Co. October 1985 - June 2009
Touche Ross June 1981 - April 1985
Skills
Consulting, Advertising, CPA, Tax, Accounting, Auditing, Financial Reporting, Corporate Tax, Internal Controls, Tax Preparation, GAAP, Due Diligence, Mergers, Business Valuation, Sarbanes-Oxley Act, US GAAP, Mergers & Acquisitions, SEC filings, Financial Modeling, Income Tax, Tax Research, Assurance, Partnership Taxation, International Tax, Financial Statements, Tax Accounting
Education
Miami University 1977 — 1981
bachelors, Accountancy
Oak Hills High School 1975 — 1977
Plante Moran July 2009 - Present
Jackson, Rolfes, Spurgeon & Co. October 1985 - June 2009
Touche Ross June 1981 - April 1985
Skills
Consulting, Advertising, CPA, Tax, Accounting, Auditing, Financial Reporting, Corporate Tax, Internal Controls, Tax Preparation, GAAP, Due Diligence, Mergers, Business Valuation, Sarbanes-Oxley Act, US GAAP, Mergers & Acquisitions, SEC filings, Financial Modeling, Income Tax, Tax Research, Assurance, Partnership Taxation, International Tax, Financial Statements, Tax Accounting
Education
Miami University 1977 — 1981
bachelors, Accountancy
Oak Hills High School 1975 — 1977
Tony Saratore Tony Saratore's Touche Ross Experience 1976 - 1985
Job CFO (CPA/MBA) experienced in mergers and acquisitions, merger integration, strategy and consulting.
Industry Financial Services
Experience
ClaimForce, Inc. November 2009 - Present
Career Education Corporation February 2008 - April 2009
Career Education Corporation July 2007 - February 2008
Career Education Corporation November 2006 - July 2007
Allstate Insurance Co. January 2000 - February 2006
CNA Personal Insurance 1998 - January 2000
Encompass Insurance 1998 - January 2000
CNA Insurance Company 1985 - 1998
Touche Ross 1976 - 1985
Skills
Strategic Planning, Mergers, Financial Analysis, Executive Management, Financial Modeling, Budgets, Managerial Finance, Acquisition Integration, Financial Reporting, Change Management, Leadership, Process Improvement, Forecasting, Team Building, Mergers & Acquisitions, Strategic Financial..., Finance, Accounting, Management Consulting, Cross-functional Team..., Management, Strategy, Analysis, Insurance, Sarbanes-Oxley Act, Project Planning, ERP
Education
Northwestern University - Kellogg School of Management 1973 — 1976
MBA, Finance and Accounting
Northwestern University 1967 — 1972
BA, History
University of Illinois at Urbana-Champaign
CPA
ClaimForce, Inc. November 2009 - Present
Career Education Corporation February 2008 - April 2009
Career Education Corporation July 2007 - February 2008
Career Education Corporation November 2006 - July 2007
Allstate Insurance Co. January 2000 - February 2006
CNA Personal Insurance 1998 - January 2000
Encompass Insurance 1998 - January 2000
CNA Insurance Company 1985 - 1998
Touche Ross 1976 - 1985
Skills
Strategic Planning, Mergers, Financial Analysis, Executive Management, Financial Modeling, Budgets, Managerial Finance, Acquisition Integration, Financial Reporting, Change Management, Leadership, Process Improvement, Forecasting, Team Building, Mergers & Acquisitions, Strategic Financial..., Finance, Accounting, Management Consulting, Cross-functional Team..., Management, Strategy, Analysis, Insurance, Sarbanes-Oxley Act, Project Planning, ERP
Education
Northwestern University - Kellogg School of Management 1973 — 1976
MBA, Finance and Accounting
Northwestern University 1967 — 1972
BA, History
University of Illinois at Urbana-Champaign
CPA
Ronald Kranzler Ronald Kranzler's Touche Ross Experience 1967 - 1972
Job Managing Partner at HKMP
Industry Accounting
Experience
Held Kranzler McCosker & Pulice LLP January 1985 - Present
HKMP January 1976 - Present
Touche Ross 1967 - 1972
Skills
Management, Forensic Accounting, Tax, Partnership Taxation, Due Diligence, Accounting, Financial Reporting, Corporate Tax, QuickBooks, Strategic Planning, Auditing, Income Tax, Financial Accounting, Tax Preparation, Financial Analysis, CPA, GAAP, Internal Controls, US GAAP, Financial Planning, Tax Returns
Education
Long Island University 1963 — 1967
BS, Accounting
Tilden High School 1958 — 1962
Diploma
Held Kranzler McCosker & Pulice LLP January 1985 - Present
HKMP January 1976 - Present
Touche Ross 1967 - 1972
Skills
Management, Forensic Accounting, Tax, Partnership Taxation, Due Diligence, Accounting, Financial Reporting, Corporate Tax, QuickBooks, Strategic Planning, Auditing, Income Tax, Financial Accounting, Tax Preparation, Financial Analysis, CPA, GAAP, Internal Controls, US GAAP, Financial Planning, Tax Returns
Education
Long Island University 1963 — 1967
BS, Accounting
Tilden High School 1958 — 1962
Diploma
Diane McMillen Diane McMillen's Touche Ross Experience 1981 - 1984
Job Assistant Executive Director at Allegheny County Bar Association
Industry Information Technology and Services
Experience
Allegheny County Bar Association April 2014 - Present
Pittsburgh Technology Council June 2010 - April 2014
Equifax Settlement Services October 2006 - June 2010
KidsVoice 2003 - 2006
S.S.F Entities 2003 - 2006
Touche Ross 1981 - 1984
Education
Penn State University
Bachelor of Science (BS), Accounting
Waynesburg University
Master of Business Administration (MBA)
Allegheny County Bar Association April 2014 - Present
Pittsburgh Technology Council June 2010 - April 2014
Equifax Settlement Services October 2006 - June 2010
KidsVoice 2003 - 2006
S.S.F Entities 2003 - 2006
Touche Ross 1981 - 1984
Education
Penn State University
Bachelor of Science (BS), Accounting
Waynesburg University
Master of Business Administration (MBA)
Lizann (Harrigan) Leusner Lizann (Harrigan) Leusner's Touche Ross Experience August 1980 - August 1983
Job Realtor Associate at Long & Foster Companies
Industry Real Estate
Experience
Long & Foster Companies January 2010 - Present
Leusner & Leusner CPAs December 1990 - February 2000
Arthur Rosenberg & Assocs. August 1987 - August 1990
Dean Witter August 1983 - August 1987
Touche Ross August 1980 - August 1983
Skills
Accounting, Income Tax, Tax, Relocation, First Time Home Buyers, Short Sales, Sellers, Listings, Real Estate, Single Family Homes, Buyer Representation, Condos, Foreclosures, Investment Properties, New Home Sales, Move Up Buyers, Townhomes
Education
Saint Joseph's University 1976 — 1980
BS, Accounting
Gwynedd Mercy Academy 1972 — 1976
High School
Long & Foster Companies January 2010 - Present
Leusner & Leusner CPAs December 1990 - February 2000
Arthur Rosenberg & Assocs. August 1987 - August 1990
Dean Witter August 1983 - August 1987
Touche Ross August 1980 - August 1983
Skills
Accounting, Income Tax, Tax, Relocation, First Time Home Buyers, Short Sales, Sellers, Listings, Real Estate, Single Family Homes, Buyer Representation, Condos, Foreclosures, Investment Properties, New Home Sales, Move Up Buyers, Townhomes
Education
Saint Joseph's University 1976 — 1980
BS, Accounting
Gwynedd Mercy Academy 1972 — 1976
High School
David Bjornson's Touche Ross Experience August 1979 - August 1981
Job Attorney at Bjornson Law Offices, PLLC
Industry Law Practice
Experience
Bjornson Law Offices, PLLC May 2013 - Present
Garlington, Lohn & Robinson January 2011 - May 2013
Bjornson Law Offices, PC January 1998 - January 2011
Bogle & Gates PLLC 1988 - 1990
Touche Ross August 1979 - August 1981
Skills
Estate Planning, Corporate Law, Business Transactions, Wills, Trusts, Commercial Litigation, Business Formation, Real Estate Transactions, Tax Law, Securities Regulation, Civil Litigation, Mediation, Real Estate, Income Tax, Corporate Governance, Negotiation, Securities, Joint Ventures, Legal Research, Appeals, Start-ups, Powers of Attorney, Legal Writing, Venture Capital, Small Business, Bankruptcy, Elder Law, Employment Law, Contract Negotiation, Tax, LLC, Estate Administration, Estate Law, Due Diligence, Private Equity, Business Planning, Personal Injury, Arbitration, Trade Secrets, Probate, Corporate Finance, Negotiating Contracts, Securities Law, Trademarks
Education
New York University 1987 — 1988
Master of Laws (LL.M.), Tax Law/Taxation
The University of Montana School of Law 1982 — 1985
Juris Doctor, Law
University of Montana 1975 — 1979
Bachelor of Arts (BA), Business Administration - Accounting Emphasis
Bjornson Law Offices, PLLC May 2013 - Present
Garlington, Lohn & Robinson January 2011 - May 2013
Bjornson Law Offices, PC January 1998 - January 2011
Bogle & Gates PLLC 1988 - 1990
Touche Ross August 1979 - August 1981
Skills
Estate Planning, Corporate Law, Business Transactions, Wills, Trusts, Commercial Litigation, Business Formation, Real Estate Transactions, Tax Law, Securities Regulation, Civil Litigation, Mediation, Real Estate, Income Tax, Corporate Governance, Negotiation, Securities, Joint Ventures, Legal Research, Appeals, Start-ups, Powers of Attorney, Legal Writing, Venture Capital, Small Business, Bankruptcy, Elder Law, Employment Law, Contract Negotiation, Tax, LLC, Estate Administration, Estate Law, Due Diligence, Private Equity, Business Planning, Personal Injury, Arbitration, Trade Secrets, Probate, Corporate Finance, Negotiating Contracts, Securities Law, Trademarks
Education
New York University 1987 — 1988
Master of Laws (LL.M.), Tax Law/Taxation
The University of Montana School of Law 1982 — 1985
Juris Doctor, Law
University of Montana 1975 — 1979
Bachelor of Arts (BA), Business Administration - Accounting Emphasis
Patrick McKenna Patrick McKenna's Touche Ross Experience June 1981 - September 1981
Job Tax Partner at The Mosaic Financial Group LLC
Industry Financial Services
Experience
The Mosaic Financial Group LLC January 2012 - Present
Deloitte Tax LLP September 1984 - January 2012
Touche Ross June 1981 - September 1981
Skills
U.S. Tax Consulting, International Tax..., U.S. Tax Compliance, Tax Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Individual Tax, Corporate Tax, Income Tax, International Tax, Auditing, Due Diligence, Financial Analysis, Accounting, Tax, Finance, Financial Reporting, Small Business, US GAAP
Education
Loyola University Chicago School of Law 1981 — 1984
Doctor of Law (J.D.)
Marquette University 1977 — 1981
Bachelor of Science, Accounting
Marist High School 1973 — 1977
Little Flower Grammar School 1965 — 1973
The Mosaic Financial Group LLC January 2012 - Present
Deloitte Tax LLP September 1984 - January 2012
Touche Ross June 1981 - September 1981
Skills
U.S. Tax Consulting, International Tax..., U.S. Tax Compliance, Tax Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Individual Tax, Corporate Tax, Income Tax, International Tax, Auditing, Due Diligence, Financial Analysis, Accounting, Tax, Finance, Financial Reporting, Small Business, US GAAP
Education
Loyola University Chicago School of Law 1981 — 1984
Doctor of Law (J.D.)
Marquette University 1977 — 1981
Bachelor of Science, Accounting
Marist High School 1973 — 1977
Little Flower Grammar School 1965 — 1973
PATRICIA ESLER PATRICIA ESLER's Touche Ross Experience December 1984 - September 1987
Job Accountant at Esler Stephens and Buckley
Industry Law Practice
Experience
Esler Stephens and Buckley July 1991 - Present
Touche Ross December 1984 - September 1987
Education
Manhattan College 1982 — 1985
BS, ACCOUNTING, FINANCE, CIS, PRE LAW
Esler Stephens and Buckley July 1991 - Present
Touche Ross December 1984 - September 1987
Education
Manhattan College 1982 — 1985
BS, ACCOUNTING, FINANCE, CIS, PRE LAW
Richard Lohne's Touche Ross Experience June 1986 - November 1987
Job Licensed Administrator
Industry Hospital & Health Care
Experience
Nyack Manor Skilled Nursing and Rehabilitation Center September 2013 - Present
Rockville Rehabilitation and Skilled Nursing Facility February 2000 - August 2013
NYC Health and Hospitals Corporation/ Gouverneur Hospital January 1998 - February 2000
Nassau County Medical Center January 1993 - January 1998
Preferred Health Network February 1991 - January 1993
Mercy Medical Center November 1987 - January 1991
Touche Ross June 1986 - November 1987
US Army June 1978 - June 1986
Skills
Healthcare, Healthcare Management, Hospitals, Risk Management, Administration, Financial Planning
Education
Saint Bonaventure University
MBA, Accounting and Finance
United States Military Academy at West Point
BS
Nyack Manor Skilled Nursing and Rehabilitation Center September 2013 - Present
Rockville Rehabilitation and Skilled Nursing Facility February 2000 - August 2013
NYC Health and Hospitals Corporation/ Gouverneur Hospital January 1998 - February 2000
Nassau County Medical Center January 1993 - January 1998
Preferred Health Network February 1991 - January 1993
Mercy Medical Center November 1987 - January 1991
Touche Ross June 1986 - November 1987
US Army June 1978 - June 1986
Skills
Healthcare, Healthcare Management, Hospitals, Risk Management, Administration, Financial Planning
Education
Saint Bonaventure University
MBA, Accounting and Finance
United States Military Academy at West Point
BS
Bruce Baron Bruce Baron's Touche Ross Experience 1987 - 1988
Job CEO VoiceFriend, LLC
Industry Information Technology and Services
Experience
VoiceFriend, LLC 2011 - Present
Cricket Holdings, LLC 2008 - 2011
Fresh Inc. 2004 - 2007
The First Years 1997 - 2004
Crabtree & Evelyn 1988 - 1997
Touche Ross 1987 - 1988
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MBA, Business
Tufts University 1979 — 1983
BS, Mechanical Engineering
VoiceFriend, LLC 2011 - Present
Cricket Holdings, LLC 2008 - 2011
Fresh Inc. 2004 - 2007
The First Years 1997 - 2004
Crabtree & Evelyn 1988 - 1997
Touche Ross 1987 - 1988
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
MBA, Business
Tufts University 1979 — 1983
BS, Mechanical Engineering
Bill Tsotsos Bill Tsotsos's Touche Ross Experience January 1977 - January 1980
Job "Business Coach and Consultant for CPAs and Other Advisers"
Industry Accounting
Experience
BD Consultants January 2011 - Present
Life Insurance Buyers, Inc. 2003 - 2009
Self employed independent business consultant February 2002 - March 2003
American National Life Insurance Co, January 2001 - January 2002
A.G.Edwards August 1996 - January 2001
Paine Webber January 1991 - August 1996
More Than Just Taxes April 1984 - December 1990
Wavetek April 1982 - April 1984
PepsiCo February 1980 - April 1982
Touche Ross January 1977 - January 1980
Skills
Small Business, Strategy, Business Planning, Business Development, Strategic Planning, Management, Management Consulting, Consulting, Leadership, Finance, Entrepreneurship, Marketing, Financial Planning, Strategic Partnerships, Strategic Financial..., Accounting, Mergers & Acquisitions, New Business Development, Business Strategy, Connector, Executive Management, Sales Operations, Executive Coaching, Coaching, CPA
Education
Penn State University 1973 — 1975
Bachelor's Degree, Business Administration - Finance Degree
The Pennsylvania State University
Bachelor's Degree, Finance
BD Consultants January 2011 - Present
Life Insurance Buyers, Inc. 2003 - 2009
Self employed independent business consultant February 2002 - March 2003
American National Life Insurance Co, January 2001 - January 2002
A.G.Edwards August 1996 - January 2001
Paine Webber January 1991 - August 1996
More Than Just Taxes April 1984 - December 1990
Wavetek April 1982 - April 1984
PepsiCo February 1980 - April 1982
Touche Ross January 1977 - January 1980
Skills
Small Business, Strategy, Business Planning, Business Development, Strategic Planning, Management, Management Consulting, Consulting, Leadership, Finance, Entrepreneurship, Marketing, Financial Planning, Strategic Partnerships, Strategic Financial..., Accounting, Mergers & Acquisitions, New Business Development, Business Strategy, Connector, Executive Management, Sales Operations, Executive Coaching, Coaching, CPA
Education
Penn State University 1973 — 1975
Bachelor's Degree, Business Administration - Finance Degree
The Pennsylvania State University
Bachelor's Degree, Finance
Dennis D. Wilhelmi, CPA Dennis D. Wilhelmi, CPA's Touche Ross Experience November 1981 - October 1983
Job Owner, CFO Consultant
Industry Accounting
Experience
Financial Management Consulting August 1997 - Present
The Glennon Company 1987 - 1996
DMB&B October 1983 - August 1987
Touche Ross November 1981 - October 1983
Tiger, Fireside, Stone,Carlie, CPA's June 1979 - November 1981
Skills
Cash Flow Forecasting, Financial Analysis, Financial Planning for..., Profit Improvement, Profit Maximization, Restructuring, Finance, Financial Reporting, Executive Management, Cash Management, Start-ups, Cash Flow, Strategic Planning, Cost Accounting, Managerial Finance, Tax, CPA, Strategic Financial..., Accounting, GAAP
Education
Missouri State University
Bachelor of Science (B.S.), Accounting
Financial Management Consulting August 1997 - Present
The Glennon Company 1987 - 1996
DMB&B October 1983 - August 1987
Touche Ross November 1981 - October 1983
Tiger, Fireside, Stone,Carlie, CPA's June 1979 - November 1981
Skills
Cash Flow Forecasting, Financial Analysis, Financial Planning for..., Profit Improvement, Profit Maximization, Restructuring, Finance, Financial Reporting, Executive Management, Cash Management, Start-ups, Cash Flow, Strategic Planning, Cost Accounting, Managerial Finance, Tax, CPA, Strategic Financial..., Accounting, GAAP
Education
Missouri State University
Bachelor of Science (B.S.), Accounting
Kurt Battles Kurt Battles's Touche Ross Experience 1987 - 1989
Job Corporate Development at Xcel Energy
Industry Utilities
Experience
Xcel Energy December 2009 - Present
Provare Consulting March 2009 - December 2009
Center for Diagnostic Imaging February 2008 - March 2009
The Schwan Food Company September 2000 - February 2008
Explore Information Services October 2000 - March 2005
Ecolab April 1997 - September 2000
S. C. Johnson Wax May 1992 - April 1997
Deloitte & Touche 1987 - 1989
Deloitte 1987 - 1989
Touche Ross 1987 - 1989
Skills
Mergers, Business Strategy, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance
Minnesota State University, Mankato 1983 — 1987
B.S., Accounting, Finance
Jefferson Sr. High School - Alexandria
Xcel Energy December 2009 - Present
Provare Consulting March 2009 - December 2009
Center for Diagnostic Imaging February 2008 - March 2009
The Schwan Food Company September 2000 - February 2008
Explore Information Services October 2000 - March 2005
Ecolab April 1997 - September 2000
S. C. Johnson Wax May 1992 - April 1997
Deloitte & Touche 1987 - 1989
Deloitte 1987 - 1989
Touche Ross 1987 - 1989
Skills
Mergers, Business Strategy, Business Development
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance
Minnesota State University, Mankato 1983 — 1987
B.S., Accounting, Finance
Jefferson Sr. High School - Alexandria
Brian Frisch Brian Frisch's Touche Ross Experience 1979 - 1982
Job VP & Comptroller at Starr Technical Risks Agency, Inc.
Industry Insurance
Experience
Starr Technical Risks Agency, Inc. March 2004 - Present
American International Group October 1989 - March 2004
Touche Ross 1979 - 1982
Education
Montclair State University 1975 — 1979
Bachelor of Science (BS), Accounting
Starr Technical Risks Agency, Inc. March 2004 - Present
American International Group October 1989 - March 2004
Touche Ross 1979 - 1982
Education
Montclair State University 1975 — 1979
Bachelor of Science (BS), Accounting
Sandra Viola Sandra Viola's Touche Ross Experience 1978 - 1990
Job National Director Alumni Relations at Deloitte Services LP
Industry Financial Services
Experience
Deloitte Services LP March 2010 - Present
Deloitte & Touche LLP March 2010 - Present
Deloitte February 2008 - March 2010
Deloitte Services March 1990 - March 2010
deloitte 1978 - 2010
Touche Ross 1978 - 1990
Deloitte & Touche LLP January 1978 - January 1986
Skills
Business Development, Integrated Marketing, Strategic Planning, Leadership, Marketing, Program Management, Lead Generation, Public Relations, Management, Professional Services, Auditing, Thought Leadership
Education
Long Island University
BS, Accounting
Long Island University, C.W. Post Campus 1974 — 1978
Deloitte Services LP March 2010 - Present
Deloitte & Touche LLP March 2010 - Present
Deloitte February 2008 - March 2010
Deloitte Services March 1990 - March 2010
deloitte 1978 - 2010
Touche Ross 1978 - 1990
Deloitte & Touche LLP January 1978 - January 1986
Skills
Business Development, Integrated Marketing, Strategic Planning, Leadership, Marketing, Program Management, Lead Generation, Public Relations, Management, Professional Services, Auditing, Thought Leadership
Education
Long Island University
BS, Accounting
Long Island University, C.W. Post Campus 1974 — 1978
JT Miller, PMP, CCP, MBA JT Miller, PMP, CCP, MBA's Touche Ross Experience January 1984 - July 1987
Job Project Manager at Erie Insurance Group
Industry Insurance
Experience
Erie Insurance Group May 2005 - Present
Computer Task Group April 2004 - April 2005
IntelAgent Resources March 2003 - March 2004
Highmark Blue Cross Blue Shield February 1996 - December 2002
Ansaldo STS - Union Switch & Signal January 1992 - January 1996
Peak Technical Services - ENSYS January 1991 - January 1992
Digital Equipment Corporation (DEC) August 1987 - January 1991
Touche Ross January 1984 - July 1987
CSC January 1977 - January 1984
Skills
SDLC, PMP, Software Project..., Vendor Management, Agile Methodologies, Project Portfolio..., Business Requirements, Program Management, PMO, Software Documentation, ITIL, Software Development, Project Management, Analysis, Project Planning, Outsourcing, IT Management, Data Warehousing, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2002
Master's Certificate in Project Management, Project Management, n/a
Robert Morris University 1981 — 1984
Master's degree, Business Administration and Management, General, 3.5
Institute of Computer Management (ICM) School of Business 1974 — 1975
Technical - 1000 hours, Systems Analysis & Programming, 4.0
Slippery Rock University of Pennsylvania 1967 — 1971
Bachelor of Arts (BA), Sociology, 2.8
Erie Insurance Group May 2005 - Present
Computer Task Group April 2004 - April 2005
IntelAgent Resources March 2003 - March 2004
Highmark Blue Cross Blue Shield February 1996 - December 2002
Ansaldo STS - Union Switch & Signal January 1992 - January 1996
Peak Technical Services - ENSYS January 1991 - January 1992
Digital Equipment Corporation (DEC) August 1987 - January 1991
Touche Ross January 1984 - July 1987
CSC January 1977 - January 1984
Skills
SDLC, PMP, Software Project..., Vendor Management, Agile Methodologies, Project Portfolio..., Business Requirements, Program Management, PMO, Software Documentation, ITIL, Software Development, Project Management, Analysis, Project Planning, Outsourcing, IT Management, Data Warehousing, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2002
Master's Certificate in Project Management, Project Management, n/a
Robert Morris University 1981 — 1984
Master's degree, Business Administration and Management, General, 3.5
Institute of Computer Management (ICM) School of Business 1974 — 1975
Technical - 1000 hours, Systems Analysis & Programming, 4.0
Slippery Rock University of Pennsylvania 1967 — 1971
Bachelor of Arts (BA), Sociology, 2.8
Karin Nelsen's Touche Ross Experience August 1987 - August 1989
Job Vice President, North America General Counsel
Industry Food & Beverages
Experience
Cargill, Inc. March 2012 - Present
Cargill September 2010 - March 2012
Cargill, Inc. September 2007 - July 2010
Cargill, Inc. January 2007 - September 2007
Cargill, Inc. 1998 - 2007
Larkin Hoffman March 1996 - January 1998
Williams, Kastner & Gibbs September 1993 - March 1996
Touche Ross August 1987 - August 1989
Skills
Corporate Law, Mergers & Acquisitions, Corporate Governance, Litigation Management, Cross-functional Team..., Strategy, Commercial Litigation, Litigation, Competition Law, International Law, Civil Litigation, Management
Education
University of Iowa College of Law 1990 — 1993
JD, Law
Minnesota State University, Mankato 1984 — 1987
Bachelor of Science, Accounting
Cargill, Inc. March 2012 - Present
Cargill September 2010 - March 2012
Cargill, Inc. September 2007 - July 2010
Cargill, Inc. January 2007 - September 2007
Cargill, Inc. 1998 - 2007
Larkin Hoffman March 1996 - January 1998
Williams, Kastner & Gibbs September 1993 - March 1996
Touche Ross August 1987 - August 1989
Skills
Corporate Law, Mergers & Acquisitions, Corporate Governance, Litigation Management, Cross-functional Team..., Strategy, Commercial Litigation, Litigation, Competition Law, International Law, Civil Litigation, Management
Education
University of Iowa College of Law 1990 — 1993
JD, Law
Minnesota State University, Mankato 1984 — 1987
Bachelor of Science, Accounting
David Schram David Schram's Touche Ross Experience 1988 - 1990
Job Corporate Controller Colson Group Holdings, LLC
Industry Accounting
Experience
Colson Group Holdings, LLC February 2014 - Present
EGS Electrical Group Division of Emerson Electric August 2007 - February 2014
Elkay Manufacturing July 2000 - June 2007
Electronic Data Systems 1999 - 2000
Wallace Computer Services 1990 - 1999
Touche Ross 1988 - 1990
Skills
PeopleSoft, Process Improvement, Management, Financial Reporting, Forecasting
Education
Northern Illinois University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Accounting
Northern Illinois University - College of Business 1983 — 1987
Bachelor of Science, Accounting
Colson Group Holdings, LLC February 2014 - Present
EGS Electrical Group Division of Emerson Electric August 2007 - February 2014
Elkay Manufacturing July 2000 - June 2007
Electronic Data Systems 1999 - 2000
Wallace Computer Services 1990 - 1999
Touche Ross 1988 - 1990
Skills
PeopleSoft, Process Improvement, Management, Financial Reporting, Forecasting
Education
Northern Illinois University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Accounting
Northern Illinois University - College of Business 1983 — 1987
Bachelor of Science, Accounting
Mahlon Sanford Mahlon Sanford's Touche Ross Experience October 1977 - August 1989
Job Partner at Carr, Riggs & Ingram, LLC
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC January 2010 - Present
Roth Murphy Sanford LLP 1989 - 2009
Touche Ross October 1977 - August 1989
Skills
Accounting consulting, Corporate strategy, Business consultation, Financial Reporting, CPA, Business, Accounting Consulting, Financial Analysis, Income Tax, Business Strategy, Tax, Forensic Accounting, Corporate Tax, Accounting, Tax Accounting, Due Diligence, Tax Preparation, Bookkeeping, SEC filings, Tax Research, Finance, Financial Statements, GAAP, Partnership Taxation, S Corporations, Auditing, US GAAP, External Audit, Internal Controls, Assurance, Tax Returns, Sales Tax, Sarbanes-Oxley Act, Financial Accounting, Business Valuation, QuickBooks, Financial Audits, IRS, Certified Fraud Examiner, Tax Law, Estate Tax Planning, Internal Audit, Construction Accounting, LLC, General Ledger, Not for Profit, Strategic Financial..., Financial Planners, Journal Entries, Mergers & Acquisitions
Education
Mississippi State University - College of Business and Industry 1973 — 1977
BBA, Accounting
Carr, Riggs & Ingram, LLC January 2010 - Present
Roth Murphy Sanford LLP 1989 - 2009
Touche Ross October 1977 - August 1989
Skills
Accounting consulting, Corporate strategy, Business consultation, Financial Reporting, CPA, Business, Accounting Consulting, Financial Analysis, Income Tax, Business Strategy, Tax, Forensic Accounting, Corporate Tax, Accounting, Tax Accounting, Due Diligence, Tax Preparation, Bookkeeping, SEC filings, Tax Research, Finance, Financial Statements, GAAP, Partnership Taxation, S Corporations, Auditing, US GAAP, External Audit, Internal Controls, Assurance, Tax Returns, Sales Tax, Sarbanes-Oxley Act, Financial Accounting, Business Valuation, QuickBooks, Financial Audits, IRS, Certified Fraud Examiner, Tax Law, Estate Tax Planning, Internal Audit, Construction Accounting, LLC, General Ledger, Not for Profit, Strategic Financial..., Financial Planners, Journal Entries, Mergers & Acquisitions
Education
Mississippi State University - College of Business and Industry 1973 — 1977
BBA, Accounting
Bob Sneeringer Bob Sneeringer's Touche Ross Experience September 1985 - July 1989
Job Senior Director Tax at BDO USA, LLP
Industry Accounting
Experience
BDO USA LLP November 2000 - Present
Deloitte & Touche July 1989 - September 1991
Touche Ross September 1985 - July 1989
Peat Marwick June 1970 - September 1985
Education
Mount St. Mary's University 1966 — 1970
BS, Accounting
BDO USA LLP November 2000 - Present
Deloitte & Touche July 1989 - September 1991
Touche Ross September 1985 - July 1989
Peat Marwick June 1970 - September 1985
Education
Mount St. Mary's University 1966 — 1970
BS, Accounting
Richard Dally Richard Dally's Touche Ross Experience 1976 - 1980
Job Certified Public Accountant for over 30 years.
Industry Accounting
Experience
Richard H. Dally, CPA 1983 - Present
Sega/Gremlin Arcade Games 1980 - 1983
Touche Ross 1976 - 1980
Skills
CPA, Business, QuickBooks, Tax Preparation, Account Reconciliation, Customer Service, Process Improvement, Financial Reporting, Accounting, IRS, Accounts Payable, General Ledger
Education
San Diego State University-California State University
Business, Accounting
Richard H. Dally, CPA 1983 - Present
Sega/Gremlin Arcade Games 1980 - 1983
Touche Ross 1976 - 1980
Skills
CPA, Business, QuickBooks, Tax Preparation, Account Reconciliation, Customer Service, Process Improvement, Financial Reporting, Accounting, IRS, Accounts Payable, General Ledger
Education
San Diego State University-California State University
Business, Accounting
Allen P. Warner, CPA, CISA Allen P. Warner, CPA, CISA's Touche Ross Experience 1980 - 1984
Job IT and Audit Consultant
Industry Management Consulting
Experience
ProNexus, LLC March 2014 - August 2015
Robert Half Management Resources 1999 - 2014
Electronic Consumer Concepts 1995 - 1999
Wayne State University 1984 - 1995
Touche Ross 1980 - 1984
General Motors 1977 - 1980
Ford Motor Credit Company 1973 - 1977
Institute for Defense Analyses 1972 - 1973
Skills
Microsoft Office, JDE PeopleSoft, MAPICS, Oracle, SAP, Program Management, Finance, Project Management, IT Audit, Mergers & Acquisitions, Management, Internal Controls, Process Improvement, Risk Management, Leadership, ERP, Accounting, Auditing, Business Process, Sarbanes-Oxley Act, Analysis, Enterprise Risk..., Internal Audit
Education
Michigan State University
MS, Computer Science Engineering
University of Michigan
BS, Computer and Communication Sciences
University of Detroit Mercy
BS, Course work in Accounting
ProNexus, LLC March 2014 - August 2015
Robert Half Management Resources 1999 - 2014
Electronic Consumer Concepts 1995 - 1999
Wayne State University 1984 - 1995
Touche Ross 1980 - 1984
General Motors 1977 - 1980
Ford Motor Credit Company 1973 - 1977
Institute for Defense Analyses 1972 - 1973
Skills
Microsoft Office, JDE PeopleSoft, MAPICS, Oracle, SAP, Program Management, Finance, Project Management, IT Audit, Mergers & Acquisitions, Management, Internal Controls, Process Improvement, Risk Management, Leadership, ERP, Accounting, Auditing, Business Process, Sarbanes-Oxley Act, Analysis, Enterprise Risk..., Internal Audit
Education
Michigan State University
MS, Computer Science Engineering
University of Michigan
BS, Computer and Communication Sciences
University of Detroit Mercy
BS, Course work in Accounting
David Trivoli, CPA David Trivoli, CPA's Touche Ross Experience 1985 - 1989
Job Accounting executive (CPA) with a personality. I provide better information to help people make better decisions.
Industry Accounting
Experience
ResortCom International March 2011 - Present
Independent Energy Solutions, Inc. March 2010 - February 2011
TAG Management, Inc. October 2000 - March 2010
TriTech Software Systems June 1994 - October 2000
Touche Ross 1985 - 1989
Skills
Financial Reporting, Peachtree, Accounting, Cost Accounting, Financial Statements, Leadership, General Ledger, Strategic Planning, Account Reconciliation, Budgets, Cash Flow, Accounts Receivable, QuickBooks, Auditing, Start-ups, Corporate Finance, Finance, Microsoft Excel, Management, Financial Analysis, Forecasting, GAAP, Payroll, Internal Controls, Revenue Recognition, US GAAP, Internal Audit, Variance Analysis, Managerial Finance, Financial Accounting
Education
San Diego State University-California State University 1981 — 1985
Bachelor of Science, Accounting
ResortCom International March 2011 - Present
Independent Energy Solutions, Inc. March 2010 - February 2011
TAG Management, Inc. October 2000 - March 2010
TriTech Software Systems June 1994 - October 2000
Touche Ross 1985 - 1989
Skills
Financial Reporting, Peachtree, Accounting, Cost Accounting, Financial Statements, Leadership, General Ledger, Strategic Planning, Account Reconciliation, Budgets, Cash Flow, Accounts Receivable, QuickBooks, Auditing, Start-ups, Corporate Finance, Finance, Microsoft Excel, Management, Financial Analysis, Forecasting, GAAP, Payroll, Internal Controls, Revenue Recognition, US GAAP, Internal Audit, Variance Analysis, Managerial Finance, Financial Accounting
Education
San Diego State University-California State University 1981 — 1985
Bachelor of Science, Accounting
Mark Eckhart Mark Eckhart's Touche Ross Experience 1976 - 1980
Job Director, Cost Management and Sourcing at Ascend Learning
Industry Consumer Goods
Experience
Ascend Learning November 2011 - Present
MRE Accounting and Financial Consulting 2010 - Present
Office Source, Inc. 2008 - 2010
Williams Foods, Inc. 2007 - 2008
Hallmark Cards 1994 - 2006
PepsiCo 1982 - 1994
Banner Service Corporation 1981 - 1982
Chicago Mercantile Exchange 1980 - 1981
Touche Ross 1976 - 1980
Skills
Internal Audit, Supply Chain Management, Shared Services, Financial Reporting, Forecasting, SOX, Accounts Receivable, Internal Controls, Accounting, Process Improvement, Auditing, Business Planning, Sarbanes-Oxley Act, Cash Management, Finance, Risk Management, Analysis, Financial Analysis, Management, Payroll, Mergers & Acquisitions, Human Resources, Project Planning, Budgets, Strategic Financial..., Executive Management, Financial Modeling, Business Process..., Tax, Cross-functional Team..., Acquisition Integration, Managerial Finance, Strategy, GAAP, P&L Management, Due Diligence, Strategic Planning, Capital Budgeting, Management Consulting, Corporate Finance, Financial Accounting
Education
Loyola University Chicago 1972 — 1976
BBA, Accounting
Ascend Learning November 2011 - Present
MRE Accounting and Financial Consulting 2010 - Present
Office Source, Inc. 2008 - 2010
Williams Foods, Inc. 2007 - 2008
Hallmark Cards 1994 - 2006
PepsiCo 1982 - 1994
Banner Service Corporation 1981 - 1982
Chicago Mercantile Exchange 1980 - 1981
Touche Ross 1976 - 1980
Skills
Internal Audit, Supply Chain Management, Shared Services, Financial Reporting, Forecasting, SOX, Accounts Receivable, Internal Controls, Accounting, Process Improvement, Auditing, Business Planning, Sarbanes-Oxley Act, Cash Management, Finance, Risk Management, Analysis, Financial Analysis, Management, Payroll, Mergers & Acquisitions, Human Resources, Project Planning, Budgets, Strategic Financial..., Executive Management, Financial Modeling, Business Process..., Tax, Cross-functional Team..., Acquisition Integration, Managerial Finance, Strategy, GAAP, P&L Management, Due Diligence, Strategic Planning, Capital Budgeting, Management Consulting, Corporate Finance, Financial Accounting
Education
Loyola University Chicago 1972 — 1976
BBA, Accounting
Rob Bright's Touche Ross Experience 1983 - 1990
Job Principal at AC Lordi Consulting
Industry Accounting
Experience
AC Lordi Consulting 2006 - Present
Fischer Cunnane January 2000 - October 2006
Elko, Fischer, McCabe & Rudman, Ltd May 1990 - January 2000
Deloitte & Touche September 1983 - May 1990
Touche Ross 1983 - 1990
Reliance Insurance June 1986 - June 1987
Skills
Tax, Auditing, Financial Reporting, SEC filings, Accounting, Cost Accounting, US GAAP, External Audit, Financial Accounting, Due Diligence, Corporate Governance, Financial Analysis, Litigation Support, Corporate Finance, Mergers
Education
Penn State University 1979 — 1983
Accounting
AC Lordi Consulting 2006 - Present
Fischer Cunnane January 2000 - October 2006
Elko, Fischer, McCabe & Rudman, Ltd May 1990 - January 2000
Deloitte & Touche September 1983 - May 1990
Touche Ross 1983 - 1990
Reliance Insurance June 1986 - June 1987
Skills
Tax, Auditing, Financial Reporting, SEC filings, Accounting, Cost Accounting, US GAAP, External Audit, Financial Accounting, Due Diligence, Corporate Governance, Financial Analysis, Litigation Support, Corporate Finance, Mergers
Education
Penn State University 1979 — 1983
Accounting
Laura Pephens Laura Pephens's Touche Ross Experience 1982 - 1989
Job Managing Director at Pephens & Co., Inc.
Industry Real Estate
Experience
Pephens & Co., Inc. October 2014 - Present
Residential Wholesale Mortgage, Inc. August 2010 - August 2014
Pephens & Co., Inc. September 1995 - December 2010
Coopers & Lybrand 1992 - 1995
Grant Thornton 1989 - 1992
Touche Ross 1982 - 1989
Skills
Mortgage Banking, Loans, FHA, Mortgage Lending, Finance, Risk Management, Residential Mortgages, Credit, Loan Origination, Real Estate, Banking, Management, Credit Analysis, Refinance
Education
San Diego State University-California State University 1978 — 1982
Pephens & Co., Inc. October 2014 - Present
Residential Wholesale Mortgage, Inc. August 2010 - August 2014
Pephens & Co., Inc. September 1995 - December 2010
Coopers & Lybrand 1992 - 1995
Grant Thornton 1989 - 1992
Touche Ross 1982 - 1989
Skills
Mortgage Banking, Loans, FHA, Mortgage Lending, Finance, Risk Management, Residential Mortgages, Credit, Loan Origination, Real Estate, Banking, Management, Credit Analysis, Refinance
Education
San Diego State University-California State University 1978 — 1982
Maurine Xavier Maurine Xavier's Touche Ross Experience July 1986 - August 1988
Job Accountant at StartupCFO
Industry Health, Wellness and Fitness
Experience
Startup-CFO February 2014 - Present
Isagenix International May 2008 - Present
Progression Financial, Inc. October 2011 - December 2012
Progression Financial, Inc. October 2000 - April 2008
Esprit de Corp August 1988 - December 1994
Touche Ross July 1986 - August 1988
Eisesnberg & Co. January 1986 - June 1986
Alexander Grant July 1983 - January 1986
Skills
Accounting, Wellness Coaching, Health, Lifestyle, Stress, Small Business, Wellbeing, Public Speaking, Finance, Nutrition, Fitness, Training, Entrepreneurship, Coaching, Holistic Health, Fitness Training, Real Estate, Wellness, Weight, Healing, Meditation
Education
Santa Clara University 1979 — 1983
BS, Accounting
Bishop Gorman High School 1975 — 1979
high school, general education
Startup-CFO February 2014 - Present
Isagenix International May 2008 - Present
Progression Financial, Inc. October 2011 - December 2012
Progression Financial, Inc. October 2000 - April 2008
Esprit de Corp August 1988 - December 1994
Touche Ross July 1986 - August 1988
Eisesnberg & Co. January 1986 - June 1986
Alexander Grant July 1983 - January 1986
Skills
Accounting, Wellness Coaching, Health, Lifestyle, Stress, Small Business, Wellbeing, Public Speaking, Finance, Nutrition, Fitness, Training, Entrepreneurship, Coaching, Holistic Health, Fitness Training, Real Estate, Wellness, Weight, Healing, Meditation
Education
Santa Clara University 1979 — 1983
BS, Accounting
Bishop Gorman High School 1975 — 1979
high school, general education
Ken Horner Ken Horner's Touche Ross Experience 1973 - 1989
Job Strategy Consultant
Industry Management Consulting
Experience
Isle Associates June 2010 - Present
New York Foundling June 1985 - Present
The New York Foundling June 2005 - June 2011
Deloitte Consulting April 1973 - June 2010
Touche Ross 1973 - 1989
Skills
Business Strategy, Due Diligence, Leadership Development, Financial Analysis, Performance Improvement, Organizational..., Executive Coaching, Mergers, Divestitures, Analytics, Strategic Planning, Acquisition Integration, Strategy, Management Consulting, Change Management, IT Strategy, Program Management, Non-profits, Project Management, Business Transformation, Organizational Design, Mergers & Acquisitions, Governance, Nonprofits
Education
Massachusetts Institute of Technology - Sloan School of Management 1970 — 1972
MS, Planning & Control
Massachusetts Institute of Technology 1965 — 1972
SB, SB,MS, Engineering; operations research, computer science
Isle Associates June 2010 - Present
New York Foundling June 1985 - Present
The New York Foundling June 2005 - June 2011
Deloitte Consulting April 1973 - June 2010
Touche Ross 1973 - 1989
Skills
Business Strategy, Due Diligence, Leadership Development, Financial Analysis, Performance Improvement, Organizational..., Executive Coaching, Mergers, Divestitures, Analytics, Strategic Planning, Acquisition Integration, Strategy, Management Consulting, Change Management, IT Strategy, Program Management, Non-profits, Project Management, Business Transformation, Organizational Design, Mergers & Acquisitions, Governance, Nonprofits
Education
Massachusetts Institute of Technology - Sloan School of Management 1970 — 1972
MS, Planning & Control
Massachusetts Institute of Technology 1965 — 1972
SB, SB,MS, Engineering; operations research, computer science
Gina Levy Gina Levy's Touche Ross Experience 1981 - 1986
Job Owner, Regina M. Levy, CPA
Industry Accounting
Experience
Regina M. Levy, CPA September 2002 - Present
NEC Business Communications February 1992 - February 1994
Luz International September 1989 - July 1991
The Holden Group September 1987 - September 1989
Touche Ross 1981 - 1986
Vicenti, Lloyd & Stutzman 1980 - 1982
Skills
Budgets, QuickBooks, Bookkeeping, Tax, Accountants, Tax Preparation, Corporate Finance, General Ledger, Mergers & Acquisitions, Account Reconciliation, Estate Planning, Small Business, Income Tax, Corporate Tax, CPA, Accounting, Financial Reporting
Education
Santa Clara University - Leavey School of Business 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting
Regina M. Levy, CPA September 2002 - Present
NEC Business Communications February 1992 - February 1994
Luz International September 1989 - July 1991
The Holden Group September 1987 - September 1989
Touche Ross 1981 - 1986
Vicenti, Lloyd & Stutzman 1980 - 1982
Skills
Budgets, QuickBooks, Bookkeeping, Tax, Accountants, Tax Preparation, Corporate Finance, General Ledger, Mergers & Acquisitions, Account Reconciliation, Estate Planning, Small Business, Income Tax, Corporate Tax, CPA, Accounting, Financial Reporting
Education
Santa Clara University - Leavey School of Business 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting
Lynn Bennett Lynn Bennett's Touche Ross Experience 1985 - 1989
Job Controller at Hebrew Home of Greater Washington
Industry Real Estate
Experience
Hebrew Home of Greater Washington September 2014 - Present
Lennar January 2012 - September 2014
Wolters Kluwer August 2006 - January 2012
CitiFinancial April 2001 - August 2006
CarrAmerica October 1999 - April 2001
Washington Homes, Inc November 1997 - October 1999
Signet Bank July 1996 - October 1997
The Ryland Group June 1990 - July 1996
Touche Ross 1985 - 1989
Skills
Cash Flow, Accounting, Variance Analysis, Financial Modeling, Internal Audit, Sarbanes-Oxley Act, Auditing, PeopleSoft, Cash Management, Financial Analysis, Business Process..., Essbase, General Ledger, Process Improvement, Financial Accounting, Internal Controls, Finance, Consolidation, Corporate Finance, Account Reconciliation, Managerial Finance, Hyperion Enterprise, Credit, Working Capital..., Portfolio Management, Forecasting, Due Diligence, Policy, Accounts Payable, Loans, Financial Reporting, Financial Statements, Mergers & Acquisitions, Budgets, JD Edwards, Restructuring, Executive Management, GAAP, Payroll, Income Statement, P&L, Tax, ERP, Cost Accounting, Analysis, Fixed Assets, Revenue Recognition, SEC filings, Cash Flow Forecasting, Financial Risk
Education
Penn State University 1981 — 1985
BS, Accounting
Hebrew Home of Greater Washington September 2014 - Present
Lennar January 2012 - September 2014
Wolters Kluwer August 2006 - January 2012
CitiFinancial April 2001 - August 2006
CarrAmerica October 1999 - April 2001
Washington Homes, Inc November 1997 - October 1999
Signet Bank July 1996 - October 1997
The Ryland Group June 1990 - July 1996
Touche Ross 1985 - 1989
Skills
Cash Flow, Accounting, Variance Analysis, Financial Modeling, Internal Audit, Sarbanes-Oxley Act, Auditing, PeopleSoft, Cash Management, Financial Analysis, Business Process..., Essbase, General Ledger, Process Improvement, Financial Accounting, Internal Controls, Finance, Consolidation, Corporate Finance, Account Reconciliation, Managerial Finance, Hyperion Enterprise, Credit, Working Capital..., Portfolio Management, Forecasting, Due Diligence, Policy, Accounts Payable, Loans, Financial Reporting, Financial Statements, Mergers & Acquisitions, Budgets, JD Edwards, Restructuring, Executive Management, GAAP, Payroll, Income Statement, P&L, Tax, ERP, Cost Accounting, Analysis, Fixed Assets, Revenue Recognition, SEC filings, Cash Flow Forecasting, Financial Risk
Education
Penn State University 1981 — 1985
BS, Accounting
Howard P Vogel, CPA MBA Howard P Vogel, CPA MBA's Touche Ross Experience June 1986 - September 1989
Job CFO/Firm Administrator at Capehart & Scatchard P.A.
Industry Legal Services
Experience
Phillips Nizer LLP May 2011 - January 2015
Fragomen, Del Rey, Bernsen & Loewy September 2010 - May 2011
Mendes & Mount 2005 - 2009
Wilentz, Goldman & Spitzer January 1994 - June 2005
LeBoeuf Lamb Greene & MacRae September 1989 - January 1994
Touche Ross June 1986 - September 1989
Skills
MS Office (2003 and..., Legalkey, Elite, CMS/Aderant, Great Plains Software, FRX, Internal Controls, Cash Management, Budgeting, Profitability Modeling, Benefits Administration, Tax Return Preparation, Financial Reporting, Financial Planning, Financial Management, Cash Flow, General Ledger, Financial Accounting, Payroll, Financial Analysis, Strategic Financial..., Tax Preparation, Budgets, Accounting, Managerial Finance, Modeling Languages, LegalKey, Tax, FRx, Finance, Insurance, Forecasting, GAAP, Variance Analysis, Accounts Payable, Financial Statements, Mergers & Acquisitions, Cost Accounting, Due Diligence, Financial Audits, Restructuring, Analysis, CPA, SEC filings, Corporate Governance, Corporate Finance, Private Equity, Sarbanes-Oxley Act, Invoicing, Accounts Receivable
Education
City University of New York-Queens College
BA
Saint John's University - Peter J. Tobin College of Business
MBA
Phillips Nizer LLP May 2011 - January 2015
Fragomen, Del Rey, Bernsen & Loewy September 2010 - May 2011
Mendes & Mount 2005 - 2009
Wilentz, Goldman & Spitzer January 1994 - June 2005
LeBoeuf Lamb Greene & MacRae September 1989 - January 1994
Touche Ross June 1986 - September 1989
Skills
MS Office (2003 and..., Legalkey, Elite, CMS/Aderant, Great Plains Software, FRX, Internal Controls, Cash Management, Budgeting, Profitability Modeling, Benefits Administration, Tax Return Preparation, Financial Reporting, Financial Planning, Financial Management, Cash Flow, General Ledger, Financial Accounting, Payroll, Financial Analysis, Strategic Financial..., Tax Preparation, Budgets, Accounting, Managerial Finance, Modeling Languages, LegalKey, Tax, FRx, Finance, Insurance, Forecasting, GAAP, Variance Analysis, Accounts Payable, Financial Statements, Mergers & Acquisitions, Cost Accounting, Due Diligence, Financial Audits, Restructuring, Analysis, CPA, SEC filings, Corporate Governance, Corporate Finance, Private Equity, Sarbanes-Oxley Act, Invoicing, Accounts Receivable
Education
City University of New York-Queens College
BA
Saint John's University - Peter J. Tobin College of Business
MBA
Buddy Phaneuf Buddy Phaneuf's Touche Ross Experience 1984 - 1989
Job Owner, Phaneuf Funeral Homes & Crematorium
Industry Consumer Services
Experience
Phaneuf Funeral Homes and Crematorium and The Cremation Society of NH 1990 - Present
Touche Ross 1984 - 1989
Skills
Public Speaking, Small Business, Strategic Planning, Entrepreneurship, Team Building, New Business Development, Public Relations, Event Planning, Marketing Strategy, Customer Service, Marketing
Education
The George Washington University - School of Business 1983 — 1984
MBA, Finance
Mount Ida College 1982 — 1983
AS, Funeral Service
University of New Hampshire -- Peter T. Paul College of Business and Economics 1978 — 1982
BA, Business
Phaneuf Funeral Homes and Crematorium and The Cremation Society of NH 1990 - Present
Touche Ross 1984 - 1989
Skills
Public Speaking, Small Business, Strategic Planning, Entrepreneurship, Team Building, New Business Development, Public Relations, Event Planning, Marketing Strategy, Customer Service, Marketing
Education
The George Washington University - School of Business 1983 — 1984
MBA, Finance
Mount Ida College 1982 — 1983
AS, Funeral Service
University of New Hampshire -- Peter T. Paul College of Business and Economics 1978 — 1982
BA, Business
John Detrano John Detrano's Touche Ross Experience 1987 - 1989
Job CPA, Worldwide Financial Reporting
Industry Marketing and Advertising
Experience
Ogilvy CommonHealth Worldwide February 2011 - Present
OSB Co. August 2010 - February 2011
Unilever August 2001 - December 2008
Sony Online Entertainment January 1998 - June 2000
Sony Corporation of America June 1994 - January 1998
Tsumura International, Inc January 1992 - 1994
CPC International, Inc (Foodservice) January 1990 - May 1993
CPC International, Inc February 1989 - December 1990
Touche Ross 1987 - 1989
Skills
Cross-functional Team..., Budgets, Change Management, Analysis, Vlookup, Auditing, System Implementations, Financial Reporting, Financial Analysis, General Ledger, Microsoft Word, Accounts Payable, Business Case, Macro, Access, Tax, Management, Variance Analysis, FMCG, Microsoft Excel, Insurance, Cash Flow, Accounts Receivable, Project Management, Procurement, Due Diligence, Outsourcing, Leadership, Supply Chain
Education
Rutgers / Lockheed Martin - Lean Six Sigma Greenbelt 2009 — 2009
Certificates
The Chubb Institute (Business Programming & Web Development) 2000 — 2001
Diploma
Ramapo College of New Jersey 1982 — 1986
BS
Ramsey High School
Ogilvy CommonHealth Worldwide February 2011 - Present
OSB Co. August 2010 - February 2011
Unilever August 2001 - December 2008
Sony Online Entertainment January 1998 - June 2000
Sony Corporation of America June 1994 - January 1998
Tsumura International, Inc January 1992 - 1994
CPC International, Inc (Foodservice) January 1990 - May 1993
CPC International, Inc February 1989 - December 1990
Touche Ross 1987 - 1989
Skills
Cross-functional Team..., Budgets, Change Management, Analysis, Vlookup, Auditing, System Implementations, Financial Reporting, Financial Analysis, General Ledger, Microsoft Word, Accounts Payable, Business Case, Macro, Access, Tax, Management, Variance Analysis, FMCG, Microsoft Excel, Insurance, Cash Flow, Accounts Receivable, Project Management, Procurement, Due Diligence, Outsourcing, Leadership, Supply Chain
Education
Rutgers / Lockheed Martin - Lean Six Sigma Greenbelt 2009 — 2009
Certificates
The Chubb Institute (Business Programming & Web Development) 2000 — 2001
Diploma
Ramapo College of New Jersey 1982 — 1986
BS
Ramsey High School
Don Miknis Don Miknis's Touche Ross Experience June 1978 - April 1984
Job Controller / Finance VP
Industry Accounting
Experience
Dynamic Center, Inc. July 2013 - November 2013
TriWood Inc. September 1997 - April 2013
Timberjack Corporation July 1996 - August 1997
Woodgrain Millwork June 1989 - June 1996
Woodgrain Millwork July 1987 - June 1989
Woodgrain Millwork January 1986 - July 1987
Crown Zellerbach May 1984 - December 1985
Touche Ross June 1978 - April 1984
Skills
Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Forecasting, Accounting, Business Strategy
Education
San Francisco State University
Bachelor's degree
Dynamic Center, Inc. July 2013 - November 2013
TriWood Inc. September 1997 - April 2013
Timberjack Corporation July 1996 - August 1997
Woodgrain Millwork June 1989 - June 1996
Woodgrain Millwork July 1987 - June 1989
Woodgrain Millwork January 1986 - July 1987
Crown Zellerbach May 1984 - December 1985
Touche Ross June 1978 - April 1984
Skills
Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Forecasting, Accounting, Business Strategy
Education
San Francisco State University
Bachelor's degree
Geoffrey Love Geoffrey Love's Touche Ross Experience 1981 - 1983
Job Product Management Consultant at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation February 2015 - Present
n-Tierfs February 2014 - January 2015
Credit Suisse 2000 - May 2012
Acadiasoft Inc. January 2010 - February 2012
Donaldson, Lufkin & Jenrette 1995 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1995
Salomon Brothers 1983 - 1993
Touche Ross 1981 - 1983
Skills
Prime Brokerage, Hedge Funds, Process and Operational..., Regulatory Compliance, Change Management, Client Service, Risk and Audit, Business Planning and..., Technology, Financial Risk, Leadership, Financial Analysis, Trading Systems, Financial Services, Derivatives, Fixed Income, Business Planning, Capital Markets, Equities, Investment Banking, Options, Middle Office, Collateral Management, Structured Products, Valuation, Securities, FX Options, Emerging Markets, Risk Management, Alternative Investments, Bloomberg, Credit Derivatives, Trading, Financial Markets, Electronic Trading, Swaps, Series 7, Structured Finance, Private Equity, Asset Management, Bonds, Equity Trading, Securities Lending, Portfolio Management, Management, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting and Finance
New York University
Masters of Business Administration, Finance and International Business
The Depository Trust & Clearing Corporation February 2015 - Present
n-Tierfs February 2014 - January 2015
Credit Suisse 2000 - May 2012
Acadiasoft Inc. January 2010 - February 2012
Donaldson, Lufkin & Jenrette 1995 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1995
Salomon Brothers 1983 - 1993
Touche Ross 1981 - 1983
Skills
Prime Brokerage, Hedge Funds, Process and Operational..., Regulatory Compliance, Change Management, Client Service, Risk and Audit, Business Planning and..., Technology, Financial Risk, Leadership, Financial Analysis, Trading Systems, Financial Services, Derivatives, Fixed Income, Business Planning, Capital Markets, Equities, Investment Banking, Options, Middle Office, Collateral Management, Structured Products, Valuation, Securities, FX Options, Emerging Markets, Risk Management, Alternative Investments, Bloomberg, Credit Derivatives, Trading, Financial Markets, Electronic Trading, Swaps, Series 7, Structured Finance, Private Equity, Asset Management, Bonds, Equity Trading, Securities Lending, Portfolio Management, Management, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting and Finance
New York University
Masters of Business Administration, Finance and International Business
Barry Weisman Barry Weisman's Touche Ross Experience 1987 - 1988
Job Partner at Anchin, Block & Anchin LLP
Industry Accounting
Experience
Anchin, Block & Anchin LLP May 2005 - Present
McGladrey October 2000 - January 2005
Edward Isaacs & Company LLP 1988 - 2000
Touche Ross 1987 - 1988
Edward Isaacs & Company LLP 1984 - 1987
MS Ackerman & Company CPAs 1982 - 1984
Internal Revenue Service 1974 - 1982
Skills
Certified Public...
Education
Pace University - Lubin School of Business
Master of Science (MS), Taxation
Pace University - Lubin School of Business
MBA, Accounting
Stony Brook University 1973 — 1974
Master of Arts (MA), History
Stony Brook University 1968 — 1972
Bachelor's degree, History
RYAN JHS 216
RYAN JHS 216
RYAN JHS 216
RYAN JHS 216
Anchin, Block & Anchin LLP May 2005 - Present
McGladrey October 2000 - January 2005
Edward Isaacs & Company LLP 1988 - 2000
Touche Ross 1987 - 1988
Edward Isaacs & Company LLP 1984 - 1987
MS Ackerman & Company CPAs 1982 - 1984
Internal Revenue Service 1974 - 1982
Skills
Certified Public...
Education
Pace University - Lubin School of Business
Master of Science (MS), Taxation
Pace University - Lubin School of Business
MBA, Accounting
Stony Brook University 1973 — 1974
Master of Arts (MA), History
Stony Brook University 1968 — 1972
Bachelor's degree, History
RYAN JHS 216
RYAN JHS 216
RYAN JHS 216
RYAN JHS 216
Max Courtney Max Courtney's Touche Ross Experience August 1987 - August 1989
Job Financial Reporting Manager at SFBCIC
Industry Insurance
Experience
SFBCIC January 1991 - Present
McRae's Department Stores September 1989 - December 1991
Touche Ross August 1987 - August 1989
Skills
Statutory Accounting..., Insurance, Accounting, Auditing, Finance, Internal Audit, Managerial Finance, Financial Statements, Microsoft Excel, Budgets, Claim, Risk Management, General Ledger, Financial Reporting
Education
Mississippi College 1987 — 1989
Certificate of Professional Accountancy, Accounting
Millsaps College 1977 — 1981
Bachelor of Science, Biology
SFBCIC January 1991 - Present
McRae's Department Stores September 1989 - December 1991
Touche Ross August 1987 - August 1989
Skills
Statutory Accounting..., Insurance, Accounting, Auditing, Finance, Internal Audit, Managerial Finance, Financial Statements, Microsoft Excel, Budgets, Claim, Risk Management, General Ledger, Financial Reporting
Education
Mississippi College 1987 — 1989
Certificate of Professional Accountancy, Accounting
Millsaps College 1977 — 1981
Bachelor of Science, Biology
David Weiler David Weiler's Touche Ross Experience 1983 - 1985
Job Board Member, CMO at 3PEA International, Inc.
Industry Hospital & Health Care
Experience
3PEA International, Inc. August 2002 - Present
Thomson Healthcare December 1988 - August 2000
Criterion Health Strategies 1995 - 1997
LaSalle Partners, Inc. 1985 - 1988
Touche Ross 1983 - 1985
IBM 1979 - 1983
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MM, Marketing, Quanititative Analysis, Managerial Economics
Northwestern University 1974 — 1978
BA, Economics
3PEA International, Inc. August 2002 - Present
Thomson Healthcare December 1988 - August 2000
Criterion Health Strategies 1995 - 1997
LaSalle Partners, Inc. 1985 - 1988
Touche Ross 1983 - 1985
IBM 1979 - 1983
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MM, Marketing, Quanititative Analysis, Managerial Economics
Northwestern University 1974 — 1978
BA, Economics
Diane Wasser Diane Wasser's Touche Ross Experience September 1984 - October 1988
Job PartnerInCharge, Pension Services Group at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP October 1988 - Present
other 1989 - 2013
Touche Ross September 1984 - October 1988
Skills
Expert in Employee..., Employee Benefits, SEC filings, Auditing, Defined Benefit, CPA, GAAP, Accounting, US GAAP, Internal Controls, Audits of Employee..., Financial Statements, Financial Audits, Budgets, Assurance, General Ledger, Accounts Payable, QuickBooks, ERISA, Pensions, Payroll, Financial Reporting, Cash Flow, Finance, Corporate Tax, External Audit, Account Reconciliation, Fraud, Strategic Financial..., Risk Management, Sarbanes-Oxley, Financial Accounting, Accounts Receivable, Revenue Recognition, Financial Services, Forensic Accounting, Due Diligence, Enterprise Risk..., Mergers & Acquisitions, Internal Audit, Journal Entries, Management, Financial Analysis
Education
Miami University 1980 — 1984
BS, Accountancy
Haddonfield High School
EisnerAmper LLP October 1988 - Present
other 1989 - 2013
Touche Ross September 1984 - October 1988
Skills
Expert in Employee..., Employee Benefits, SEC filings, Auditing, Defined Benefit, CPA, GAAP, Accounting, US GAAP, Internal Controls, Audits of Employee..., Financial Statements, Financial Audits, Budgets, Assurance, General Ledger, Accounts Payable, QuickBooks, ERISA, Pensions, Payroll, Financial Reporting, Cash Flow, Finance, Corporate Tax, External Audit, Account Reconciliation, Fraud, Strategic Financial..., Risk Management, Sarbanes-Oxley, Financial Accounting, Accounts Receivable, Revenue Recognition, Financial Services, Forensic Accounting, Due Diligence, Enterprise Risk..., Mergers & Acquisitions, Internal Audit, Journal Entries, Management, Financial Analysis
Education
Miami University 1980 — 1984
BS, Accountancy
Haddonfield High School
Rustin Murdock Rustin Murdock's Touche Ross Experience 1985 - 1988
Job Vice President Finance, Braking Group at Federal Mogul Corporation
Industry Automotive
Experience
Federal-Mogul Holdings Corporation January 2015 - Present
Federal-Mogul Corporation September 2012 - January 2015
Federal-Mogul January 2011 - September 2012
Federal Mogul 2006 - August 2011
Federal-Mogul 2003 - 2006
Federal-Mogul 2001 - 2003
Olympia Entertainment 1985 - 1992
Touche Ross 1985 - 1988
Skills
Internal Controls, Cross-functional Team..., Continuous Improvement, Financial Reporting, Manufacturing, Strategic Planning, Forecasting, Mergers, Finance, Start-ups, Leadership, Corporate Finance, Business Strategy, Management, Automotive, P&L Management, Purchasing, Pricing, Project Planning, Accounting, Strategy, Mergers & Acquisitions, Cash Flow, ERP, Process Improvement, Business Process..., Cost Accounting, Business Planning
Education
Michigan State University - The Eli Broad Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Federal-Mogul Holdings Corporation January 2015 - Present
Federal-Mogul Corporation September 2012 - January 2015
Federal-Mogul January 2011 - September 2012
Federal Mogul 2006 - August 2011
Federal-Mogul 2003 - 2006
Federal-Mogul 2001 - 2003
Olympia Entertainment 1985 - 1992
Touche Ross 1985 - 1988
Skills
Internal Controls, Cross-functional Team..., Continuous Improvement, Financial Reporting, Manufacturing, Strategic Planning, Forecasting, Mergers, Finance, Start-ups, Leadership, Corporate Finance, Business Strategy, Management, Automotive, P&L Management, Purchasing, Pricing, Project Planning, Accounting, Strategy, Mergers & Acquisitions, Cash Flow, ERP, Process Improvement, Business Process..., Cost Accounting, Business Planning
Education
Michigan State University - The Eli Broad Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stephen Rosenbaum Stephen Rosenbaum's Touche Ross Experience January 1972 - January 1975
Job OfficeMate Reports & Tools Creator for eyeReports.biz
Industry Information Technology and Services
Experience
eyeReports for OfficeMate January 2012 - Present
OfficeMate Software Solutions January 2008 - November 2011
Stephen Rosenbaum, Broker January 2003 - January 2008
Eyemaginations January 1998 - January 2001
Marchon OfficeMate January 1994 - January 1997
OfficeMate Software, Inc January 1981 - December 1994
Maryland Professional Contact Lens January 1980 - January 1981
U.S. Health January 1975 - January 1980
Touche Ross January 1972 - January 1975
Skills
EHR, Mergers, Team Building, Healthcare, Program Management, Databases, Team Leadership, Product Management, Customer Service, Practice Management, Product Development, Software Documentation, Training, Management, Troubleshooting, Leadership, Quality Assurance, Process Improvement, Start-ups, Business Analysis, Budgets, Strategic Planning, Sales, Management Consulting, Change Management, Cross-functional Team..., Business Development, Project Management, Software Implementation, Strategy
Education
University of Pittsburgh 1966 — 1970
BA, Political Science
Loyola University Maryland
MBA, Business Administration
eyeReports for OfficeMate January 2012 - Present
OfficeMate Software Solutions January 2008 - November 2011
Stephen Rosenbaum, Broker January 2003 - January 2008
Eyemaginations January 1998 - January 2001
Marchon OfficeMate January 1994 - January 1997
OfficeMate Software, Inc January 1981 - December 1994
Maryland Professional Contact Lens January 1980 - January 1981
U.S. Health January 1975 - January 1980
Touche Ross January 1972 - January 1975
Skills
EHR, Mergers, Team Building, Healthcare, Program Management, Databases, Team Leadership, Product Management, Customer Service, Practice Management, Product Development, Software Documentation, Training, Management, Troubleshooting, Leadership, Quality Assurance, Process Improvement, Start-ups, Business Analysis, Budgets, Strategic Planning, Sales, Management Consulting, Change Management, Cross-functional Team..., Business Development, Project Management, Software Implementation, Strategy
Education
University of Pittsburgh 1966 — 1970
BA, Political Science
Loyola University Maryland
MBA, Business Administration
Ed Comeaux's Touche Ross Experience 1982 - 1986
Job
Industry Environmental Services
Experience
Charles C. Theriot & Company, Certified Public Accountants, LLC April 2013 - Present
ES&H October 2011 - March 2013
Charles Theriot, CPA August 2008 - October 2011
Robert Half Finance & Accounting April 2008 - August 2008
Strategic Staffing Solutions 2006 - 2008
Whitney National Bank 2004 - 2006
EDS 1998 - 2004
Bank One 1996 - 1998
Premier Bank 1986 - 1996
Touche Ross 1982 - 1986
Skills
Process Improvement, Business Analysis, Auditing, Accounting, Internal Controls, Project Management, Microsoft Office, Management, Banking, CPA, Finance, Mergers & Acquisitions, Outsourcing, Financial Reporting, Internal Audit
Education
Nicholls State University 1979 — 1982
BS
Charles C. Theriot & Company, Certified Public Accountants, LLC April 2013 - Present
ES&H October 2011 - March 2013
Charles Theriot, CPA August 2008 - October 2011
Robert Half Finance & Accounting April 2008 - August 2008
Strategic Staffing Solutions 2006 - 2008
Whitney National Bank 2004 - 2006
EDS 1998 - 2004
Bank One 1996 - 1998
Premier Bank 1986 - 1996
Touche Ross 1982 - 1986
Skills
Process Improvement, Business Analysis, Auditing, Accounting, Internal Controls, Project Management, Microsoft Office, Management, Banking, CPA, Finance, Mergers & Acquisitions, Outsourcing, Financial Reporting, Internal Audit
Education
Nicholls State University 1979 — 1982
BS
Sherwin Brook CPA, CGMA Sherwin Brook CPA, CGMA's Touche Ross Experience March 1975 - November 1977
Job Member of the firm at BrookWeiner LLC
Industry Accounting
Experience
financial services advisory January 1999 - Present
BrookWeiner LLC November 1977 - Present
BrookWeiner LLC November 1977 - Present
Touche Ross March 1975 - November 1977
INLAND ROBBINS CONSTRUCTION 1973 - 1975
arthur andersen &co August 1967 - October 1972
Skills
Tax, Due Diligence, Accounting, Mergers, Auditing, Tax Preparation, Financial Reporting, Mergers & Acquisitions, Insurance, CPA, Investments, Business Planning, Management Consulting, Start-ups, Real Estate, Banking, Business Valuation, Small Business, Estate Planning, Financial Services, Financial Advisory, Corporate Tax, Financial Analysis, Financial Planners, GAAP, Restructuring, Tax Accounting, Forensic Accounting, Retirement Planning, Financial Accounting, Income Tax, Strategic Financial..., High Net Worth..., Mutual Funds, Corporate Finance, Internal Audit, QuickBooks, Partnership Taxation, Hedge Funds, Finance, Private Equity, Internal Controls, Valuation, General Ledger, Business Advisory, Cash Flow Forecasting, Cash Management, Venture Capital, Corporate Governance, Cash Flow
Education
Northwestern University - Kellogg School of Management 1967 — 1969
MBA Program
Northern Illinois University 1963 — 1967
BSA, Accounting
HIGH SCHOOL 1959 — 1963
financial services advisory January 1999 - Present
BrookWeiner LLC November 1977 - Present
BrookWeiner LLC November 1977 - Present
Touche Ross March 1975 - November 1977
INLAND ROBBINS CONSTRUCTION 1973 - 1975
arthur andersen &co August 1967 - October 1972
Skills
Tax, Due Diligence, Accounting, Mergers, Auditing, Tax Preparation, Financial Reporting, Mergers & Acquisitions, Insurance, CPA, Investments, Business Planning, Management Consulting, Start-ups, Real Estate, Banking, Business Valuation, Small Business, Estate Planning, Financial Services, Financial Advisory, Corporate Tax, Financial Analysis, Financial Planners, GAAP, Restructuring, Tax Accounting, Forensic Accounting, Retirement Planning, Financial Accounting, Income Tax, Strategic Financial..., High Net Worth..., Mutual Funds, Corporate Finance, Internal Audit, QuickBooks, Partnership Taxation, Hedge Funds, Finance, Private Equity, Internal Controls, Valuation, General Ledger, Business Advisory, Cash Flow Forecasting, Cash Management, Venture Capital, Corporate Governance, Cash Flow
Education
Northwestern University - Kellogg School of Management 1967 — 1969
MBA Program
Northern Illinois University 1963 — 1967
BSA, Accounting
HIGH SCHOOL 1959 — 1963
Tom Ackermann Tom Ackermann's Touche Ross Experience 1981 - 1984
Job Partner at Mandelbaum Salsburg, PC
Industry Law Practice
Experience
Mandelbaum Salsburg, PC PartnerBrach Eichler L.L.C.2000 - 2003
Ravin Sarasohn, PC 1993 - 2000
Greenberg Margolis, PC 1984 - 1993
Touche Ross 1981 - 1984
J.H. Cohn LLP 1974 - 1978
Education
New York University School of Law
LLM, Taxation
New York Law School
J.D.
Rutgers University-New Brunswick
B.A., Business Administration
Mandelbaum Salsburg, PC PartnerBrach Eichler L.L.C.2000 - 2003
Ravin Sarasohn, PC 1993 - 2000
Greenberg Margolis, PC 1984 - 1993
Touche Ross 1981 - 1984
J.H. Cohn LLP 1974 - 1978
Education
New York University School of Law
LLM, Taxation
New York Law School
J.D.
Rutgers University-New Brunswick
B.A., Business Administration
Janet Schneider Janet Schneider's Touche Ross Experience 1980 - 1983
Job VP Sr. Project Manager CB Client OnBoarding PMO JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2011 - Present
Ceridian January 2007 - November 2009
ADP 1983 - 2000
Touche Ross 1980 - 1983
Skills
ADP Payroll, Accounting, Auditing, Banking, Business Intelligence, Cash Management, Financial Services, IT Strategy, Internal Controls, Leadership, Management, Payments, Process Improvement, Project Management, Vendor Management
Education
Loyola Marymount University
JP Morgan Chase March 2011 - Present
Ceridian January 2007 - November 2009
ADP 1983 - 2000
Touche Ross 1980 - 1983
Skills
ADP Payroll, Accounting, Auditing, Banking, Business Intelligence, Cash Management, Financial Services, IT Strategy, Internal Controls, Leadership, Management, Payments, Process Improvement, Project Management, Vendor Management
Education
Loyola Marymount University
Prosper Bellizia Prosper Bellizia's Touche Ross Experience 1984 - 1986
Job Criminal Defense Attorney
Industry Law Practice
Experience
The Law Office of Prosper A. Bellizia March 2005 - Present
Seton Hall University 2005 - 2010
Essex County Prosecutor's Office March 1987 - February 2005
12 Miles West Theatre Company November 1992 - January 2005
Walder Sondak Berkeley & Brogan December 1985 - March 1987
Touche Ross 1984 - 1986
New Jersey Division of Banking and Insurance January 1978 - 1984
Skills
Criminal Law, Courts, Criminal Defense, Customer Service, Expungements, Juvenile Law, Public Speaking, Customer Relations, DUI Defense, Traffic Court, White Collar Criminal..., Private Investigations, Appeals, Legal Research, Hearings, Homicide Investigations, Police, Evidence, Stand-up Comedy, Westlaw, Litigation, Trial Practice, Licensing, Legal Writing, Fraud, Expungement, Trials, Drug Cases
Education
Rutgers University School of Law - Newark 1981 — 1985
J.D., Law
Lee Strasberg Theatre and Film Institute 1976 — 1978
Acting
Seton Hall University 1972 — 1976
BS, Accounting
New Brunswick High School 1969 — 1972
The Law Office of Prosper A. Bellizia March 2005 - Present
Seton Hall University 2005 - 2010
Essex County Prosecutor's Office March 1987 - February 2005
12 Miles West Theatre Company November 1992 - January 2005
Walder Sondak Berkeley & Brogan December 1985 - March 1987
Touche Ross 1984 - 1986
New Jersey Division of Banking and Insurance January 1978 - 1984
Skills
Criminal Law, Courts, Criminal Defense, Customer Service, Expungements, Juvenile Law, Public Speaking, Customer Relations, DUI Defense, Traffic Court, White Collar Criminal..., Private Investigations, Appeals, Legal Research, Hearings, Homicide Investigations, Police, Evidence, Stand-up Comedy, Westlaw, Litigation, Trial Practice, Licensing, Legal Writing, Fraud, Expungement, Trials, Drug Cases
Education
Rutgers University School of Law - Newark 1981 — 1985
J.D., Law
Lee Strasberg Theatre and Film Institute 1976 — 1978
Acting
Seton Hall University 1972 — 1976
BS, Accounting
New Brunswick High School 1969 — 1972
Dennis Janczak Dennis Janczak's Touche Ross Experience June 1979 - June 1981
Job Asset Based Lender
Industry Financial Services
Experience
Corporate Capital Services July 2012 - Present
PNC Business Credit November 2004 - July 2012
Corporate Capital Services January 2000 - November 2004
Bank of America Business Credit/Fleet Capital June 1995 - December 1999
First Wisconsin Financial Services June 1981 - June 1995
Touche Ross June 1979 - June 1981
Skills
Investment Banking, Capital Markets, Corporate Finance, Credit Analysis, Investments, Credit, Commercial Banking, Loans, Financial Structuring, Mergers & Acquisitions, Commercial Lending, Credit Risk, Factoring, Finance, Asset Based Lending, Working Capital..., Funding, Cash Management, Small Business Lending, Restructuring, Middle Market, Loan Origination
Education
Marquette University 1975 — 1979
BS
Greendale High School 1972 — 1975
Corporate Capital Services July 2012 - Present
PNC Business Credit November 2004 - July 2012
Corporate Capital Services January 2000 - November 2004
Bank of America Business Credit/Fleet Capital June 1995 - December 1999
First Wisconsin Financial Services June 1981 - June 1995
Touche Ross June 1979 - June 1981
Skills
Investment Banking, Capital Markets, Corporate Finance, Credit Analysis, Investments, Credit, Commercial Banking, Loans, Financial Structuring, Mergers & Acquisitions, Commercial Lending, Credit Risk, Factoring, Finance, Asset Based Lending, Working Capital..., Funding, Cash Management, Small Business Lending, Restructuring, Middle Market, Loan Origination
Education
Marquette University 1975 — 1979
BS
Greendale High School 1972 — 1975
Dawn Penfold's Touche Ross Experience January 1986 - January 1988
Job Owner, Meetingjobs, LLC
Industry Hospitality
Experience
Meetingjobs, LLC January 1990 - Present
ITT World Headquarters January 1988 - August 1990
Touche Ross January 1986 - January 1988
AICPA June 1983 - January 1986
City of New York January 1981 - May 1983
Skills
Recruitment/Retention, Temporary Staffing, Meeting Management, Special Events, Event Management, Tourism, Conference Management, Meeting Planning, Vendor Management, Corporate Events, Event Planning, Trade Shows, Hospitality, Hotels, Program Management, Contract Negotiation, Marketing Strategy, Parties, Sponsorship, Wedding Planning, Resorts, Hospitality Industry, Incentives, Marketing, Networking, Budgets, Food & Beverage, Hospitality Management, Recruiting, Incentive Travel, Revenue Analysis, Catering, Weddings, Live Events, Sales, Galas, Leadership, Hotel Management, Marketing Communications, Travel Management, Private Events, Location Intelligence
Education
The New School 1981 — 1983
MPS, Tourism Travel and Transportation
Saint Bonaventure University 1973 — 1977
BA, Modern Languages
Meetingjobs, LLC January 1990 - Present
ITT World Headquarters January 1988 - August 1990
Touche Ross January 1986 - January 1988
AICPA June 1983 - January 1986
City of New York January 1981 - May 1983
Skills
Recruitment/Retention, Temporary Staffing, Meeting Management, Special Events, Event Management, Tourism, Conference Management, Meeting Planning, Vendor Management, Corporate Events, Event Planning, Trade Shows, Hospitality, Hotels, Program Management, Contract Negotiation, Marketing Strategy, Parties, Sponsorship, Wedding Planning, Resorts, Hospitality Industry, Incentives, Marketing, Networking, Budgets, Food & Beverage, Hospitality Management, Recruiting, Incentive Travel, Revenue Analysis, Catering, Weddings, Live Events, Sales, Galas, Leadership, Hotel Management, Marketing Communications, Travel Management, Private Events, Location Intelligence
Education
The New School 1981 — 1983
MPS, Tourism Travel and Transportation
Saint Bonaventure University 1973 — 1977
BA, Modern Languages
Ken Wolfe's Touche Ross Experience 1977 - 1980
Job Director, Planned Giving Programs at Colonial Williamsburg
Industry Fund-Raising
Experience
Colonial Williamsburg June 1986 - Present
New England Financial, A MetLife Company 1984 - 1986
Jefferson National Bank 1983 - 1984
Touche Ross 1977 - 1980
Skills
Non-profits, Philanthropy, Public Speaking, Planned Giving, Fundraising, Nonprofits, Grants, Program Management, Stewardship, Charities, Alumni Relations, Board Development, Annual Giving, Prospect Research, Newsletters, Public Relations
Education
The College of William and Mary - Marshall Wythe Law School 1980 — 1983
JD, Law
Michigan State University 1973 — 1977
Bachelor of Science (BS), Accounting
Colonial Williamsburg June 1986 - Present
New England Financial, A MetLife Company 1984 - 1986
Jefferson National Bank 1983 - 1984
Touche Ross 1977 - 1980
Skills
Non-profits, Philanthropy, Public Speaking, Planned Giving, Fundraising, Nonprofits, Grants, Program Management, Stewardship, Charities, Alumni Relations, Board Development, Annual Giving, Prospect Research, Newsletters, Public Relations
Education
The College of William and Mary - Marshall Wythe Law School 1980 — 1983
JD, Law
Michigan State University 1973 — 1977
Bachelor of Science (BS), Accounting
Mark Livas's Touche Ross Experience September 1984 - September 1989
Job Security Officer at Stevens Pass Mountain Resort
Industry Security and Investigations
Experience
Stevens Pass Mountain Resort November 2011 - April 2014
Security 1 Lending March 2013 - October 2013
Law Offices of Mark B. Livas July 1994 - May 2005
US Navy 1974 - 1992
Touche Ross September 1984 - September 1989
Skills
Management Consulting, Customer Service, Sales Management, Sales, Social Media, Marketing, Negotiation, Leadership, Coaching, Financial Analysis, Account Management, Training, Team Building, Public Speaking
Education
Gonzaga Law School
Doctor of Law (J.D.), Law Degree
University of Florida 1983 — 1984
Masters of Tax Law (LLM Tax), Tax Law/Taxation
Providence College
M.Ed Counseling
University of Idaho
Bachelor of Science (BS), Psychology
Stevens Pass Mountain Resort November 2011 - April 2014
Security 1 Lending March 2013 - October 2013
Law Offices of Mark B. Livas July 1994 - May 2005
US Navy 1974 - 1992
Touche Ross September 1984 - September 1989
Skills
Management Consulting, Customer Service, Sales Management, Sales, Social Media, Marketing, Negotiation, Leadership, Coaching, Financial Analysis, Account Management, Training, Team Building, Public Speaking
Education
Gonzaga Law School
Doctor of Law (J.D.), Law Degree
University of Florida 1983 — 1984
Masters of Tax Law (LLM Tax), Tax Law/Taxation
Providence College
M.Ed Counseling
University of Idaho
Bachelor of Science (BS), Psychology
Jay Coldwell's Touche Ross Experience 1983 - 1984
Job Manager Actuarial Services at Security Health Plan
Industry Insurance
Experience
5 Koshas Yoga and Wellness March 2015 - Present
Security Health Plan September 2006 - Present
Fiserv Health 2003 - 2006
Wausau Benefits 2000 - 2003
Connexus Credit Union 1994 - 2003
Wausau Insurance 1984 - 2000
Touche Ross 1983 - 1984
Wausau Insurance 1979 - 1984
Skills
Health Insurance, Healthcare, Insurance, Managed Care, Employee Benefits, Underwriting, Analysis, Leadership, Strategic Planning, Team Building, Customer Service, Mergers & Acquisitions, Account Management, Reinsurance, Negotiation, Cross-functional Team..., Sales, Training, Strategy, Product Management
Education
Ripon College 1975 — 1979
BA, Math, Physics
D. C. Everest High School 1971 — 1975
5 Koshas Yoga and Wellness March 2015 - Present
Security Health Plan September 2006 - Present
Fiserv Health 2003 - 2006
Wausau Benefits 2000 - 2003
Connexus Credit Union 1994 - 2003
Wausau Insurance 1984 - 2000
Touche Ross 1983 - 1984
Wausau Insurance 1979 - 1984
Skills
Health Insurance, Healthcare, Insurance, Managed Care, Employee Benefits, Underwriting, Analysis, Leadership, Strategic Planning, Team Building, Customer Service, Mergers & Acquisitions, Account Management, Reinsurance, Negotiation, Cross-functional Team..., Sales, Training, Strategy, Product Management
Education
Ripon College 1975 — 1979
BA, Math, Physics
D. C. Everest High School 1971 — 1975
Colleen Kenney's Touche Ross Experience 1982 - 1986
Job Sidley Austin LLP Class Action Litigation Partner: CoChair E Discovery Resource Force
Industry Law Practice
Experience
Sidley Austin LLP October 1991 - Present
Touche Ross 1982 - 1986
Skills
Fraud, Legal Writing, Litigation, Commercial Litigation, Mergers & Acquisitions, Legal Research, Corporate Governance, Corporate Law, Litigation Support, Civil Litigation, Due Diligence
Education
The University of Chicago 1987 — 1991
Doctor of Law (J.D.)
Northern Illinois University
Masters of Accounting Science
Thornridge
Sidley Austin LLP October 1991 - Present
Touche Ross 1982 - 1986
Skills
Fraud, Legal Writing, Litigation, Commercial Litigation, Mergers & Acquisitions, Legal Research, Corporate Governance, Corporate Law, Litigation Support, Civil Litigation, Due Diligence
Education
The University of Chicago 1987 — 1991
Doctor of Law (J.D.)
Northern Illinois University
Masters of Accounting Science
Thornridge
Janie Bereczky's Touche Ross Experience July 1984 - July 1987
Job Senior Tax Advisor, CPA
Industry Health, Wellness and Fitness
Experience
Fitness International December 2008 - Present
KMJ Corbin & Company January 2008 - November 2008
LA Fitness May 2004 - November 2007
Prandium,Inc/Family Rest./Rest Enterprises August 1987 - June 2001
Touche Ross July 1984 - July 1987
Pacific Savings Bank July 1983 - July 1984
Touche Ross September 1979 - July 1983
Skills
Income Tax
Education
Golden Gate University 1981 — 1985
MBA, Tax
University of California, Santa Barbara 1976 — 1978
Bachelors, Political Science
San Francisco State University
Accounting classes
University of Southern California
Accounting classes
Fitness International December 2008 - Present
KMJ Corbin & Company January 2008 - November 2008
LA Fitness May 2004 - November 2007
Prandium,Inc/Family Rest./Rest Enterprises August 1987 - June 2001
Touche Ross July 1984 - July 1987
Pacific Savings Bank July 1983 - July 1984
Touche Ross September 1979 - July 1983
Skills
Income Tax
Education
Golden Gate University 1981 — 1985
MBA, Tax
University of California, Santa Barbara 1976 — 1978
Bachelors, Political Science
San Francisco State University
Accounting classes
University of Southern California
Accounting classes
Kathleen O'Hare's Touche Ross Experience 1985 - 1988
Job Retired
Industry Accounting
Experience
Deloitte TrusteeRegis CollegeJanuary 2008 - Present
Deloitte & Touche 1996 - June 2011
The Bank of New York 1988 - 1996
Touche Ross 1985 - 1988
Coopers & Lybrand 1980 - 1985
Education
Regis College 1965 — 1969
BA, Psychology/Math/Educ.
Deloitte TrusteeRegis CollegeJanuary 2008 - Present
Deloitte & Touche 1996 - June 2011
The Bank of New York 1988 - 1996
Touche Ross 1985 - 1988
Coopers & Lybrand 1980 - 1985
Education
Regis College 1965 — 1969
BA, Psychology/Math/Educ.
Donna (LoPinto) Waetjen's Touche Ross Experience January 1989 - February 1991
Job Owner, Print This!, Inc. Your Promotional Products Specialist.
Industry Marketing and Advertising
Experience
Print This!, Inc. Your Promotional Products Specialists. 1990 - Present
Touche Ross January 1989 - February 1991
George's Sporting Goods 1984 - 1989
ProLines Promotions, Inc. 1982 - 1984
Skills
Corporate Gifts, Apparel, Embroidery, Screen Printing, Trade Show Giveaways, Promotional Solutions, Advertising, Trade Shows, Small Business, Corporate Branding, Christmas cards, Building Brand Awareness, Event Based Marketing, Direct Marketing, Marketing Strategy, Athletic Apparel, T-shirts, Logo Design, Incentives, Service Awards, Graphics, Business Strategy, Product Development, Event Management, Email Marketing, Budgets, Creative Direction, Product Marketing, Customer Service, Online Advertising, Facebook, Website Development, Graphic Design, Social Networking, Social Media, Brand Development, Brochures, Brand Management, Integrated Marketing, Lead Generation, B2B, New Business Development, Online Marketing, Collateral, Marketing, Advertising Sales, Entrepreneurship, SEO, Packaging, Start-ups
Education
Pace University 1985 — 1988
Accounting & Taxation
Manhattan College 1981 — 1983
Mechanical Engineering
High School
Print This!, Inc. Your Promotional Products Specialists. 1990 - Present
Touche Ross January 1989 - February 1991
George's Sporting Goods 1984 - 1989
ProLines Promotions, Inc. 1982 - 1984
Skills
Corporate Gifts, Apparel, Embroidery, Screen Printing, Trade Show Giveaways, Promotional Solutions, Advertising, Trade Shows, Small Business, Corporate Branding, Christmas cards, Building Brand Awareness, Event Based Marketing, Direct Marketing, Marketing Strategy, Athletic Apparel, T-shirts, Logo Design, Incentives, Service Awards, Graphics, Business Strategy, Product Development, Event Management, Email Marketing, Budgets, Creative Direction, Product Marketing, Customer Service, Online Advertising, Facebook, Website Development, Graphic Design, Social Networking, Social Media, Brand Development, Brochures, Brand Management, Integrated Marketing, Lead Generation, B2B, New Business Development, Online Marketing, Collateral, Marketing, Advertising Sales, Entrepreneurship, SEO, Packaging, Start-ups
Education
Pace University 1985 — 1988
Accounting & Taxation
Manhattan College 1981 — 1983
Mechanical Engineering
High School
Roy Fitzgerald's Touche Ross Experience 1985 - 1986
Job Manager Engineering Operations Systems Mission Engineering at Sandia National Laboratories
Industry Government Administration
Experience
Sandia National Laboratories March 2013 - Present
Sandia National Laboratories 2012 - 2013
Sandia National Laboratories 2008 - 2012
Sandia National Laboratories 2005 - 2008
Sandia National Laboratories 1996 - 2000
Grant Thornton LLP 1986 - 1988
Touche Ross 1985 - 1986
Skills
Program Management, Security Clearance, Systems Engineering, Federal Government, Government Contracting, Engineering Management, Aerospace, Military, Homeland Security, Strategic Planning, Earned Value Management, DoD, Risk Assessment, Process Improvement, Air Force, Operations Management, Nuclear, National Security, Government, Contract Management, Leadership, Strategic Vision, Speed of Trust, Malcolm Baldrige, Mission Assurance, Project Planning, Policy, Supply Chain Management, Management, Quality Management, Six Sigma, Logistics, Defense
Education
New Mexico State University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Thunderbird School of Global Management 2002 — 2002
Graduate Leadership Certificate Program, International Business/Trade/Commerce
New Mexico State University 1980 — 1984
Bachelor of Accountancy, Accounting, 3.5
Sandia National Laboratories March 2013 - Present
Sandia National Laboratories 2012 - 2013
Sandia National Laboratories 2008 - 2012
Sandia National Laboratories 2005 - 2008
Sandia National Laboratories 1996 - 2000
Grant Thornton LLP 1986 - 1988
Touche Ross 1985 - 1986
Skills
Program Management, Security Clearance, Systems Engineering, Federal Government, Government Contracting, Engineering Management, Aerospace, Military, Homeland Security, Strategic Planning, Earned Value Management, DoD, Risk Assessment, Process Improvement, Air Force, Operations Management, Nuclear, National Security, Government, Contract Management, Leadership, Strategic Vision, Speed of Trust, Malcolm Baldrige, Mission Assurance, Project Planning, Policy, Supply Chain Management, Management, Quality Management, Six Sigma, Logistics, Defense
Education
New Mexico State University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Thunderbird School of Global Management 2002 — 2002
Graduate Leadership Certificate Program, International Business/Trade/Commerce
New Mexico State University 1980 — 1984
Bachelor of Accountancy, Accounting, 3.5
John Marra's Touche Ross Experience 1970 - 1979
Job Owner, Marra Peters & Partners
Industry Management Consulting
Experience
Marra Peters & Partners Senior ManagerDeloitte & ToucheMarch 1970 - May 1979
Touche Ross 1970 - 1979
Education
Saint Peter's University 1964 — 1968
BS, Accounting
Marra Peters & Partners Senior ManagerDeloitte & ToucheMarch 1970 - May 1979
Touche Ross 1970 - 1979
Education
Saint Peter's University 1964 — 1968
BS, Accounting
Sherry Dwyer, CPP's Touche Ross Experience 1983 - 1987
Job Software Support Manager at Optimum Solutions
Industry Computer Software
Experience
Optimum Solutions, Inc. November 1995 - Present
ADP 1990 - 1992
Corporate Childcare 1989 - 1991
Gillett Group 1987 - 1990
Touche Ross 1983 - 1987
Murfreesboro Electric Company 1984 - 1986
Middle Tennessee Electric 1978 - 1982
Skills
Payroll Software, Accounting, Customer Satisfaction, IBM iSeries, Software Documentation, Help Desk Support, Microsoft Excel, Troubleshooting, Microsoft Office, Computer Hardware, Software Implementation, ADP Payroll, Project Management, Strategic Planning, Management, Microsoft Word, Hands-on Training, Payroll, Employee Relations, Sales, Recruiting, Account Management, Human Resources, Team Building, Business Intelligence, Training, Kronos, Accounts Payable, Customer Service, Budgets, PeopleSoft, Time Management, Accounts Receivable, System Administration, Office Management, Account Reconciliation, Access, Process Improvement, Lotus Notes, Outlook, Software, Networking, Time & Attendance, Technical Support, Payroll Taxes, Crystal Reports, Great Plains Software, Salesforce.com, Benefits Administration, Workday
Education
Middle Tennessee State University 1978 — 1982
BBA, Business Administration
Giles County HIgh School 1975 — 1978
Optimum Solutions, Inc. November 1995 - Present
ADP 1990 - 1992
Corporate Childcare 1989 - 1991
Gillett Group 1987 - 1990
Touche Ross 1983 - 1987
Murfreesboro Electric Company 1984 - 1986
Middle Tennessee Electric 1978 - 1982
Skills
Payroll Software, Accounting, Customer Satisfaction, IBM iSeries, Software Documentation, Help Desk Support, Microsoft Excel, Troubleshooting, Microsoft Office, Computer Hardware, Software Implementation, ADP Payroll, Project Management, Strategic Planning, Management, Microsoft Word, Hands-on Training, Payroll, Employee Relations, Sales, Recruiting, Account Management, Human Resources, Team Building, Business Intelligence, Training, Kronos, Accounts Payable, Customer Service, Budgets, PeopleSoft, Time Management, Accounts Receivable, System Administration, Office Management, Account Reconciliation, Access, Process Improvement, Lotus Notes, Outlook, Software, Networking, Time & Attendance, Technical Support, Payroll Taxes, Crystal Reports, Great Plains Software, Salesforce.com, Benefits Administration, Workday
Education
Middle Tennessee State University 1978 — 1982
BBA, Business Administration
Giles County HIgh School 1975 — 1978
Shane Knotts's Touche Ross Experience June 1986 - October 1988
Job Vice President, Global Royalty Center at Sony/ATV Music Publishing
Industry Entertainment
Experience
Sony/ATV Music Publishing June 1994 - Present
Willis October 1988 - May 1994
Touche Ross June 1986 - October 1988
Education
Murray State University 1981 — 1986
Bachelor of Science, Accounting with an emphasis in Computer Information Systems
Sony/ATV Music Publishing June 1994 - Present
Willis October 1988 - May 1994
Touche Ross June 1986 - October 1988
Education
Murray State University 1981 — 1986
Bachelor of Science, Accounting with an emphasis in Computer Information Systems
Douglas Hester's Touche Ross Experience June 1977 - September 1978
Job President at Scripps Realty Advisors
Industry Real Estate
Experience
Scripps Realty Advisors San Diego Branch ManagerNorthland Financial CompanyMarch 1989 - April 1992
First Interstate Mortgage Company May 1983 - March 1989
USC Marshall School of Business September 1978 - March 1983
Touche Ross June 1977 - September 1978
Education
University of Southern California - Marshall School of Business 1979 — 1981
MSBA, Real Estate Finance
University of Southern California - Marshall School of Business 1974 — 1977
MBA, Accounting & Finance
University of California, Los Angeles 1971 — 1974
BA, Economics
Loyola Marymount University, College of Business Administration 1969 — 1971
Accounting
Scripps Realty Advisors San Diego Branch ManagerNorthland Financial CompanyMarch 1989 - April 1992
First Interstate Mortgage Company May 1983 - March 1989
USC Marshall School of Business September 1978 - March 1983
Touche Ross June 1977 - September 1978
Education
University of Southern California - Marshall School of Business 1979 — 1981
MSBA, Real Estate Finance
University of Southern California - Marshall School of Business 1974 — 1977
MBA, Accounting & Finance
University of California, Los Angeles 1971 — 1974
BA, Economics
Loyola Marymount University, College of Business Administration 1969 — 1971
Accounting
Janet Pegg's Touche Ross Experience 1982 - 1983
Job Principal at the jpegg files, llc
Industry Investment Banking
Experience
the jpegg files, llc Principalthe jpegg files, llcSeptember 2014 - Present
Cornerstone Capital Inc. September 2014 - April 2015
Cornerstone Capital Inc. August 2013 - September 2014
UBS Investment Bank July 2009 - July 2013
Encima Global LLC October 2008 - June 2009
Bear Stearns April 1983 - August 2008
Touche Ross 1982 - 1983
Skills
Mergers, Fair Value, Equities, Valuation, Accounting, Mergers & Acquisitions, Investment Banking, Tax, Asset Management, Hedge Funds, Corporate Finance, Financial Modeling, Derivatives, Private Equity, IFRS, Bloomberg, Capital Markets, Fixed Income, Securities
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
Bachelor of Arts, Economics
the jpegg files, llc Principalthe jpegg files, llcSeptember 2014 - Present
Cornerstone Capital Inc. September 2014 - April 2015
Cornerstone Capital Inc. August 2013 - September 2014
UBS Investment Bank July 2009 - July 2013
Encima Global LLC October 2008 - June 2009
Bear Stearns April 1983 - August 2008
Touche Ross 1982 - 1983
Skills
Mergers, Fair Value, Equities, Valuation, Accounting, Mergers & Acquisitions, Investment Banking, Tax, Asset Management, Hedge Funds, Corporate Finance, Financial Modeling, Derivatives, Private Equity, IFRS, Bloomberg, Capital Markets, Fixed Income, Securities
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
Bachelor of Arts, Economics
Skip Feist's Touche Ross Experience 1978 - 1981
Job VPFinance at American Biltrite, Inc.
Industry Building Materials
Experience
American Biltrite Inc. January 2000 - Present
Congoleum Corporation August 1981 - Present
Touche Ross 1978 - 1981
Skills
Process Improvement, Forecasting, Strategic Planning, Cost Accounting, Financial Modeling, Management, Internal Controls, Due Diligence, Financial Reporting, Accounting, Budgets, Business Planning, Financial Analysis, Mergers, Manufacturing, New Business Development, Negotiation, Sarbanes-Oxley Act, Managerial Finance, Finance
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
Princeton University 1974 — 1978
AB, Economics
American Biltrite Inc. January 2000 - Present
Congoleum Corporation August 1981 - Present
Touche Ross 1978 - 1981
Skills
Process Improvement, Forecasting, Strategic Planning, Cost Accounting, Financial Modeling, Management, Internal Controls, Due Diligence, Financial Reporting, Accounting, Budgets, Business Planning, Financial Analysis, Mergers, Manufacturing, New Business Development, Negotiation, Sarbanes-Oxley Act, Managerial Finance, Finance
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
Princeton University 1974 — 1978
AB, Economics
jeffrey wechsler's Touche Ross Experience 1983 - 1985
Job Owner, Jeffrey L. Wechsler, Esq., CPA
Industry Law Practice
Experience
Jeffrey L. Wechsler, Esq., CPA September 1985 - Present
Bergen Community College 1998 - 1998
BROWN & WOOD, LLP 1996 - 1996
Pfizer 1987 - 1994
Pfizer 1985 - 1987
Touche Ross 1983 - 1985
Skills
Real Estate Transactions, Due Diligence, Real Estate, LLC, Estate Planning, Tax, Corporate Law, Trusts, Joint Ventures, Sellers, Loans, Investments, Mergers & Acquisitions
Education
New York Law School 1993 — 1997
JD, Law
Pace University - Lubin School of Business 1986 — 1989
MBA, Corporate Finance
University of Hartford 1980 — 1983
BSBA, Accounting
Jeffrey L. Wechsler, Esq., CPA September 1985 - Present
Bergen Community College 1998 - 1998
BROWN & WOOD, LLP 1996 - 1996
Pfizer 1987 - 1994
Pfizer 1985 - 1987
Touche Ross 1983 - 1985
Skills
Real Estate Transactions, Due Diligence, Real Estate, LLC, Estate Planning, Tax, Corporate Law, Trusts, Joint Ventures, Sellers, Loans, Investments, Mergers & Acquisitions
Education
New York Law School 1993 — 1997
JD, Law
Pace University - Lubin School of Business 1986 — 1989
MBA, Corporate Finance
University of Hartford 1980 — 1983
BSBA, Accounting
Lawrence Sturm's Touche Ross Experience January 1984 - January 1986
Job Chief Financial Officer at Ethical Products, Inc.
Industry Consumer Goods
Experience
Ethical Products, Inc. September 2009 - Present
Couristan, Inc. October 2008 - May 2009
Cowtan and Tout, Inc. September 2000 - June 2008
Van Ommeren USA Inc. January 1992 - August 2000
Coopers & Lybrand January 1986 - January 1992
Touche Ross January 1984 - January 1986
Education
Montclair State University 1980 — 1984
Bachelor of Science, Business Administration, Concentration Accounting
Ethical Products, Inc. September 2009 - Present
Couristan, Inc. October 2008 - May 2009
Cowtan and Tout, Inc. September 2000 - June 2008
Van Ommeren USA Inc. January 1992 - August 2000
Coopers & Lybrand January 1986 - January 1992
Touche Ross January 1984 - January 1986
Education
Montclair State University 1980 — 1984
Bachelor of Science, Business Administration, Concentration Accounting
Jeff Bernal's Touche Ross Experience July 1995 - October 1997
Job Associate Director, Compensation & Benefits at WebMD
Industry Human Resources
Experience
WebMD March 2015 - Present
WebMD December 2011 - March 2015
WebMD August 2011 - December 2011
Lifetime Brands, Inc. May 2007 - 2011
Morgan Stanley October 1997 - 2007
Deloitte & Touche July 1995 - October 1997
Touche Ross July 1995 - October 1997
Deloitte Consulting July 1995 - October 1997
Skills
Benefits Management, Employee Benefits Design, Certified Benefits..., Certified Compensation..., Job Pricing, Salary Review, Vendor Management..., Pension Administration, Human Resources, Employee Benefits, Deferred Compensation, Executive Pay, CCP, Benefits Administration, FMLA
Education
Penn State University 1991 — 1995
BS, Actuarial Science
Archbishop Molloy 1987 — 1991
WebMD March 2015 - Present
WebMD December 2011 - March 2015
WebMD August 2011 - December 2011
Lifetime Brands, Inc. May 2007 - 2011
Morgan Stanley October 1997 - 2007
Deloitte & Touche July 1995 - October 1997
Touche Ross July 1995 - October 1997
Deloitte Consulting July 1995 - October 1997
Skills
Benefits Management, Employee Benefits Design, Certified Benefits..., Certified Compensation..., Job Pricing, Salary Review, Vendor Management..., Pension Administration, Human Resources, Employee Benefits, Deferred Compensation, Executive Pay, CCP, Benefits Administration, FMLA
Education
Penn State University 1991 — 1995
BS, Actuarial Science
Archbishop Molloy 1987 — 1991
JOHN DIVENUTO's Touche Ross Experience January 1978 - December 1985
Job Management Consultant/ELearning Professional
Industry E-Learning
Experience
Independent CEO of International Management Consulting Firm. Management of staff,client relationships, business development, and international business strategies for client and our firm.CEODeven InternationalJanuary 1985 - December 2005
Touche Ross January 1978 - December 1985
Skills
Management consulting,..., Program Management, Change Management, Strategy, Business Analysis, Organizational..., Business Strategy, Project Management, Business Process..., Leadership Development, Coaching, E-Learning, Business Transformation, Business Development, Strategic Planning, Performance Improvement, Management
Education
New Jersey City University 1964 — 1967
Bachelor's degree, Social Sciences
New Jersey City University 1962 — 1965
Master's degree, Education, Economics
Independent CEO of International Management Consulting Firm. Management of staff,client relationships, business development, and international business strategies for client and our firm.CEODeven InternationalJanuary 1985 - December 2005
Touche Ross January 1978 - December 1985
Skills
Management consulting,..., Program Management, Change Management, Strategy, Business Analysis, Organizational..., Business Strategy, Project Management, Business Process..., Leadership Development, Coaching, E-Learning, Business Transformation, Business Development, Strategic Planning, Performance Improvement, Management
Education
New Jersey City University 1964 — 1967
Bachelor's degree, Social Sciences
New Jersey City University 1962 — 1965
Master's degree, Education, Economics
John W. Peterson's Touche Ross Experience 1976 - 1980
Job Retired but in my dotage, exploring the tesseract that includes multiple futures
Industry Management Consulting
Experience
The Strategy Augmentation Group, Inc. April 2001 - Present
Bell Laboratories May 1991 - July 2001
AT&T - Western Electric June 1980 - May 1991
Touche Ross 1976 - 1980
196th Light Infantry Brigade 1968 - 1970
Education
Executive Education 1980 — 2000
Strategy, Marketing, Technological Innovation
Rutgers, The State University of New Jersey-Newark 1975 — 1976
MBA, Interfunctional management
Widener University 1964 — 1968
BA, Military Science, International Relations
The Strategy Augmentation Group, Inc. April 2001 - Present
Bell Laboratories May 1991 - July 2001
AT&T - Western Electric June 1980 - May 1991
Touche Ross 1976 - 1980
196th Light Infantry Brigade 1968 - 1970
Education
Executive Education 1980 — 2000
Strategy, Marketing, Technological Innovation
Rutgers, The State University of New Jersey-Newark 1975 — 1976
MBA, Interfunctional management
Widener University 1964 — 1968
BA, Military Science, International Relations
Sherri Mendenhall's Touche Ross Experience February 1985 - April 1987
Job Manager State and Local Tax at SABIC Innovative Plastics
Industry Accounting
Experience
SABIC Innovative Plastics September 2009 - Present
MeadWestvaco Corporation January 2000 - December 2007
The Mead Corporation February 1987 - December 1999
Touche Ross February 1985 - April 1987
Education
Urbana University 1987 — 1989
B.S., Business Administration/Accounting
Sinclair Community College 1985 — 1987
A.A.S., Accounting
SABIC Innovative Plastics September 2009 - Present
MeadWestvaco Corporation January 2000 - December 2007
The Mead Corporation February 1987 - December 1999
Touche Ross February 1985 - April 1987
Education
Urbana University 1987 — 1989
B.S., Business Administration/Accounting
Sinclair Community College 1985 — 1987
A.A.S., Accounting
Lyn Crosby's Touche Ross Experience 1985 - 1988
Job Broker Associate at Coldwell Banker Residential Brokerage, 350 W. Half Day Rd. Buffalo Grove, IL
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage, 350 W. Half Day Rd. Buffalo Grove, IL May 2013 - Present
Re/Max Prestige June 2005 - May 2013
Keller Williams Success Realty 2003 - 2005
Tri-Continental Dental 2000 - 2002
Packaging Resources Inc. March 1990 - April 1999
Baxter Healthcare 1988 - 1990
Touche Ross 1985 - 1988
Skills
Real Estate, Contract Negotiation, Organization &..., First Time Home Buyers, Selling, Financial Analysis, High End Homes, Marketing Strategy
Education
Northern Illinois University - College of Business 1981 — 1985
Bachelor of Science, Accountancy
Coldwell Banker Residential Brokerage, 350 W. Half Day Rd. Buffalo Grove, IL May 2013 - Present
Re/Max Prestige June 2005 - May 2013
Keller Williams Success Realty 2003 - 2005
Tri-Continental Dental 2000 - 2002
Packaging Resources Inc. March 1990 - April 1999
Baxter Healthcare 1988 - 1990
Touche Ross 1985 - 1988
Skills
Real Estate, Contract Negotiation, Organization &..., First Time Home Buyers, Selling, Financial Analysis, High End Homes, Marketing Strategy
Education
Northern Illinois University - College of Business 1981 — 1985
Bachelor of Science, Accountancy
Cyndi Bush, ABR, GRI, CRS's Touche Ross Experience September 1986 - September 1988
Job Agent at Keller Wlliams Realty
Industry Real Estate
Experience
Keller Wlliams Realty August 2001 - Present
KPMG US November 1994 - March 1998
Pyramid Management Group March 1989 - June 1994
Touche Ross September 1986 - September 1988
Arthur D. Little September 1984 - August 1986
Skills
Foreclosures, First Time Home Buyers, Real Estate, Selling, Sellers, Short Sales, Investment Properties
Education
Loyola University Chicago 1982 — 1984
B.B.A, Finance
Keller Wlliams Realty August 2001 - Present
KPMG US November 1994 - March 1998
Pyramid Management Group March 1989 - June 1994
Touche Ross September 1986 - September 1988
Arthur D. Little September 1984 - August 1986
Skills
Foreclosures, First Time Home Buyers, Real Estate, Selling, Sellers, Short Sales, Investment Properties
Education
Loyola University Chicago 1982 — 1984
B.B.A, Finance
Elizabeth Carducci's Touche Ross Experience 1987 - 1991
Job Vice President at Medallia
Industry Market Research
Experience
Medallia January 2013 - Present
Medallia, Inc. January 2011 - January 2013
Medallia, Inc. January 2001 - January 2011
Starwood Hotels & Resorts Worldwide, Inc. 1997 - 1998
ITT Sheraton 1993 - 1997
deloitte and touche 1987 - 1991
touche ross 1987 - 1991
Skills
Net Promoter Score, Voice of the Customer, Customer Satisfaction, Customer Experience, Customer Insight, Brand Loyalty, Competitive Analysis, Segmentation, Strategic Planning, Customer Engagement, Customer Analysis, Analytics, Customer Acquisition, Competitive Intelligence, CRM, Marketing Research, SaaS, Customer Experience..., Strategy, Management, Start-ups, Product Management, Enterprise Software, Leadership
Education
M.I.T.
BSEE
Stanford Graduate School of Business
MBA
Medallia January 2013 - Present
Medallia, Inc. January 2011 - January 2013
Medallia, Inc. January 2001 - January 2011
Starwood Hotels & Resorts Worldwide, Inc. 1997 - 1998
ITT Sheraton 1993 - 1997
deloitte and touche 1987 - 1991
touche ross 1987 - 1991
Skills
Net Promoter Score, Voice of the Customer, Customer Satisfaction, Customer Experience, Customer Insight, Brand Loyalty, Competitive Analysis, Segmentation, Strategic Planning, Customer Engagement, Customer Analysis, Analytics, Customer Acquisition, Competitive Intelligence, CRM, Marketing Research, SaaS, Customer Experience..., Strategy, Management, Start-ups, Product Management, Enterprise Software, Leadership
Education
M.I.T.
BSEE
Stanford Graduate School of Business
MBA
Peter Sheinhouse's Touche Ross Experience 1989 - 1991
Job Retired at none
Industry Human Resources
Experience
none PrincipalMercer Human Resource Consulting2008 - 2011
Interfax, Inc. 1992 - 2007
Martin E. Segal 1989 - 1992
Touche Ross 1989 - 1991
Johnson & Higgins 1983 - 1986
Connecticut General Life 1979 - 1981
Skills
Employee Benefits, Deferred Compensation, Performance Management, Change Management, Talent Management, Employee Engagement, Succession Planning, Personnel Management, Organizational..., HRIS, Human Resources, Mergers & Acquisitions, Employee Relations, HR Policies, Leadership, Project Planning, Applicant Tracking..., Defined Benefit, Software Project..., Strategy, Mergers
Education
LIU Post 1971 — 1974
ba, Economics
Ricker College 1969 — 1970
none PrincipalMercer Human Resource Consulting2008 - 2011
Interfax, Inc. 1992 - 2007
Martin E. Segal 1989 - 1992
Touche Ross 1989 - 1991
Johnson & Higgins 1983 - 1986
Connecticut General Life 1979 - 1981
Skills
Employee Benefits, Deferred Compensation, Performance Management, Change Management, Talent Management, Employee Engagement, Succession Planning, Personnel Management, Organizational..., HRIS, Human Resources, Mergers & Acquisitions, Employee Relations, HR Policies, Leadership, Project Planning, Applicant Tracking..., Defined Benefit, Software Project..., Strategy, Mergers
Education
LIU Post 1971 — 1974
ba, Economics
Ricker College 1969 — 1970
Jim Linderman's Touche Ross Experience 1975 - 1979
Job University Professor, Information & Process Managment
Industry Higher Education
Experience
Bentley University 1979 - Present
Touche Ross 1975 - 1979
Skills
University Teaching, Higher Education, Teaching, Statistics, SPSS, Research, Data Analysis, Student Affairs, Qualitative Research, Distance Learning, Courses, Student Development, E-Learning
Education
MIT
Ph.D, Computer Science (Interdepartmental)
MIT Sloan School of Management 1964 — 1966
SM, Industrial Management
MIT 1960 — 1964
SB, Mathematics
Bentley University 1979 - Present
Touche Ross 1975 - 1979
Skills
University Teaching, Higher Education, Teaching, Statistics, SPSS, Research, Data Analysis, Student Affairs, Qualitative Research, Distance Learning, Courses, Student Development, E-Learning
Education
MIT
Ph.D, Computer Science (Interdepartmental)
MIT Sloan School of Management 1964 — 1966
SM, Industrial Management
MIT 1960 — 1964
SB, Mathematics
Kathy McKenna's Touche Ross Experience July 1983 - May 1988
Job Sr. Director, Global Financial Services & Business Process Excellence at Mondelez International
Industry Consumer Goods
Experience
Kraft Foods March 2009 - Present
Whitman Corporation May 1988 - December 1991
Touche Ross July 1983 - May 1988
Education
The University of Chicago 1989 — 1991
MBA, Finance, Marketing
Marquette University 1979 — 1983
BS, Accounting
Kraft Foods March 2009 - Present
Whitman Corporation May 1988 - December 1991
Touche Ross July 1983 - May 1988
Education
The University of Chicago 1989 — 1991
MBA, Finance, Marketing
Marquette University 1979 — 1983
BS, Accounting
Anna Renna's Touche Ross Experience October 1983 - May 1985
Job Vice President at Bank of NY Mellon
Industry Financial Services
Experience
Bank of NY Mellon May 1997 - Present
Merrill Lynch June 1985 - April 1997
Touche Ross October 1983 - May 1985
Education
Pace University-New York 1981 — 1985
Bachelor's Degree, Management Information Systems, General
Bank of NY Mellon May 1997 - Present
Merrill Lynch June 1985 - April 1997
Touche Ross October 1983 - May 1985
Education
Pace University-New York 1981 — 1985
Bachelor's Degree, Management Information Systems, General
Steve McGuinness's Touche Ross Experience 1985 - 1988
Job Senior Manager Taxation, Canadian Compliance at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2015 - Present
State Street September 2008 - June 2015
Ernst & Young October 2007 - September 2008
Deloitte September 2006 - October 2007
AEGON August 1996 - July 2006
Transamerica Life Canada 1996 - 2006
Prudential Insurance 1989 - 1996
Prenor Trust 1988 - 1989
Touche Ross 1985 - 1988
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Enterprise Risk..., IFRS, Risk Management, Strategic Financial..., Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Auditing, Corporate Tax, Insurance, US GAAP, Due Diligence, International Tax, Income Tax, Mergers & Acquisitions, Financial Services, Tax Preparation, Big 4, Transfer Pricing
Education
McMaster University 1983 — 1985
MBA, Finance
McMaster University 1979 — 1983
BA, Political Science
BMO Financial Group September 2015 - Present
State Street September 2008 - June 2015
Ernst & Young October 2007 - September 2008
Deloitte September 2006 - October 2007
AEGON August 1996 - July 2006
Transamerica Life Canada 1996 - 2006
Prudential Insurance 1989 - 1996
Prenor Trust 1988 - 1989
Touche Ross 1985 - 1988
Skills
Accounting, Financial Reporting, Tax, Financial Analysis, Enterprise Risk..., IFRS, Risk Management, Strategic Financial..., Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Auditing, Corporate Tax, Insurance, US GAAP, Due Diligence, International Tax, Income Tax, Mergers & Acquisitions, Financial Services, Tax Preparation, Big 4, Transfer Pricing
Education
McMaster University 1983 — 1985
MBA, Finance
McMaster University 1979 — 1983
BA, Political Science
DENNIS GINSBURG's Touche Ross Experience September 1973 - June 1979
Job INTERNATIONAL TAX ATTORNEY at PACKMAN NEUWAHL
Industry Legal Services
Experience
PACKMAN NEUWAHL July 1979 - Present
Touche Ross September 1973 - June 1979
Skills
Estate Tax Planning, Trusts, International Tax, Tax, Estate Planning, Cross-border..., Tax Law, Corporate Law
Education
University of Miami School of Law 1974 — 1977
J.D.
New York University 1972 — 1973
M.S., ACCOUNTING
New York University 1967 — 1971
B.A., MATHEMATICS
Thos. Jefferson H.S.
PACKMAN NEUWAHL July 1979 - Present
Touche Ross September 1973 - June 1979
Skills
Estate Tax Planning, Trusts, International Tax, Tax, Estate Planning, Cross-border..., Tax Law, Corporate Law
Education
University of Miami School of Law 1974 — 1977
J.D.
New York University 1972 — 1973
M.S., ACCOUNTING
New York University 1967 — 1971
B.A., MATHEMATICS
Thos. Jefferson H.S.
Dennis Dougherty's Touche Ross Experience January 1980 - September 1984
Job Managing General Partner at Intersouth Partners
Industry Venture Capital & Private Equity
Experience
Intersouth Partners October 1984 - Present
Touche Ross January 1980 - September 1984
Education
Oklahoma City University 1968 — 1970
BS, Business/Marketing
Intersouth Partners October 1984 - Present
Touche Ross January 1980 - September 1984
Education
Oklahoma City University 1968 — 1970
BS, Business/Marketing
Julie Mitman's Touche Ross Experience 1982 - 1990
Job IT Network Telecom at Deloitte Services
Industry Information Technology and Services
Experience
Deloitte Services 2001 - Present
Deloitte & Touche 1990 - 2001
Touche Ross 1982 - 1990
Education
Macomb Community College 1974 — 1977
AA
Deloitte Services 2001 - Present
Deloitte & Touche 1990 - 2001
Touche Ross 1982 - 1990
Education
Macomb Community College 1974 — 1977
AA
Don DeLillo's Touche Ross Experience January 1984 - March 1985
Job Finance Executive
Industry Information Technology and Services
Experience
PureCars January 2014 - Present
PureCars March 2013 - December 2013
Sigma-Tau Pharmaceuticals, Inc. November 2005 - February 2012
Sigma-Tau Pharmasource January 2010 - November 2011
AstenJohnson September 1997 - November 2005
Rhodia April 1989 - September 1997
PharmaKinetics March 1985 - April 1989
Touche Ross January 1984 - March 1985
Skills
Financial Reporting, Budgeting, Accounting, Forecasting, Tax, Strategic Planning, Internal Controls, Financial Analysis, Revenue Recognition, Pharmaceuticals, Consolidation, Financial Management, Cost Accounting, Due Diligence, Financial Forecasting, Financial Operations, Monthly Close, Monthly Reporting, Budgets, Contract Management, Risk Management, Managerial Finance, Start-ups, Strategy, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act
Education
Penn State University 1980 — 1984
BS, Accounting
PureCars January 2014 - Present
PureCars March 2013 - December 2013
Sigma-Tau Pharmaceuticals, Inc. November 2005 - February 2012
Sigma-Tau Pharmasource January 2010 - November 2011
AstenJohnson September 1997 - November 2005
Rhodia April 1989 - September 1997
PharmaKinetics March 1985 - April 1989
Touche Ross January 1984 - March 1985
Skills
Financial Reporting, Budgeting, Accounting, Forecasting, Tax, Strategic Planning, Internal Controls, Financial Analysis, Revenue Recognition, Pharmaceuticals, Consolidation, Financial Management, Cost Accounting, Due Diligence, Financial Forecasting, Financial Operations, Monthly Close, Monthly Reporting, Budgets, Contract Management, Risk Management, Managerial Finance, Start-ups, Strategy, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act
Education
Penn State University 1980 — 1984
BS, Accounting
Robert Tunney,CPA,CFE's Touche Ross Experience January 1970 - May 1977
Job President at RCT Forensic and Valuation Services, LLC
Industry Financial Services
Experience
RCT Forensic and Valuation Services, LLC October 2011 - Present
ROBERT C, TUNNEY, P.C. January 1981 - Present
LPL Financial January 2004 - December 2010
Touche Ross January 1970 - May 1977
Skills
Forensic Accounting, Business Valuation, Accounting, Small Business, Tax Preparation, Insurance Claims, Management Consulting, Mergers & Acquisitions, Start-ups, Insurance, Strategic Financial..., Finance, Financial Analysis, Auditing, Due Diligence, Financial Reporting, CPA, Executive Management, Tax, Financial Services, Financial Planning
Education
Penn State University 1965 — 1969
Accounting
RCT Forensic and Valuation Services, LLC October 2011 - Present
ROBERT C, TUNNEY, P.C. January 1981 - Present
LPL Financial January 2004 - December 2010
Touche Ross January 1970 - May 1977
Skills
Forensic Accounting, Business Valuation, Accounting, Small Business, Tax Preparation, Insurance Claims, Management Consulting, Mergers & Acquisitions, Start-ups, Insurance, Strategic Financial..., Finance, Financial Analysis, Auditing, Due Diligence, Financial Reporting, CPA, Executive Management, Tax, Financial Services, Financial Planning
Education
Penn State University 1965 — 1969
Accounting
Jim Findlater's Touche Ross Experience 1985 - 1986
Job Senior Counsel at Agrium Wholesale
Industry Law Practice
Experience
Agrium Wholesale February 2015 - Present
Agrium, Inc.; Agrium Advanced Technologies November 2009 - January 2015
Agrium, Inc. January 2009 - December 2009
United Agri Products 2005 - 2008
Ballard Spahr Andrews & Ingersoll, LLP 2001 - 2005
Great Harvest Bread Company of Fort Collins 1991 - 2000
Bogle & Gates 1987 - 1991
Touche Ross 1985 - 1986
Price Waterhouse 1980 - 1981
Skills
Finance, Legal Writing, Business Transactions, Commercial Litigation, Mergers, Real Estate, Business Planning, Tax Law, Negotiation, Civil Litigation, Due Diligence, Mergers & Acquisitions, Tax, Acquisitions, Corporate Governance, Corporate Law, Management, Accounting, Start-ups, Employment Law, Venture Capital, Joint Ventures, Cross-border..., Licensing, Internal Audit, Analysis, Legal Advice, Intellectual Property, Legal Contract...
Education
Wharton Business School
Mergers & Acquisitions Executive Education Intensive
New York University School of Law 1986 — 1987
LL.M., Taxation
University of Colorado School of Law 1982 — 1985
JD, Law
University of Colorado Boulder - Leeds School of Business 1975 — 1979
BS, Accounting
Agrium Wholesale February 2015 - Present
Agrium, Inc.; Agrium Advanced Technologies November 2009 - January 2015
Agrium, Inc. January 2009 - December 2009
United Agri Products 2005 - 2008
Ballard Spahr Andrews & Ingersoll, LLP 2001 - 2005
Great Harvest Bread Company of Fort Collins 1991 - 2000
Bogle & Gates 1987 - 1991
Touche Ross 1985 - 1986
Price Waterhouse 1980 - 1981
Skills
Finance, Legal Writing, Business Transactions, Commercial Litigation, Mergers, Real Estate, Business Planning, Tax Law, Negotiation, Civil Litigation, Due Diligence, Mergers & Acquisitions, Tax, Acquisitions, Corporate Governance, Corporate Law, Management, Accounting, Start-ups, Employment Law, Venture Capital, Joint Ventures, Cross-border..., Licensing, Internal Audit, Analysis, Legal Advice, Intellectual Property, Legal Contract...
Education
Wharton Business School
Mergers & Acquisitions Executive Education Intensive
New York University School of Law 1986 — 1987
LL.M., Taxation
University of Colorado School of Law 1982 — 1985
JD, Law
University of Colorado Boulder - Leeds School of Business 1975 — 1979
BS, Accounting
Brian Snowdon's Touche Ross Experience September 1985 - September 1988
Job President and CEO at Arbor Memorial Services
Industry Retail
Experience
Arbor Memorial Services November 2007 - Present
Touche Ross September 1985 - September 1988
Skills
Strategic Planning, Team Building, Budgets, Business Strategy, New Business Development, Team Leadership, Leadership, Leadership Development, Competitive Analysis, Business Planning
Education
Queen's University 1980 — 1984
B.A., Economics
Arbor Memorial Services November 2007 - Present
Touche Ross September 1985 - September 1988
Skills
Strategic Planning, Team Building, Budgets, Business Strategy, New Business Development, Team Leadership, Leadership, Leadership Development, Competitive Analysis, Business Planning
Education
Queen's University 1980 — 1984
B.A., Economics
Reid Hackney's Touche Ross Experience 1975 - 1979
Job Vice President & Chief Financial Officer at A'GACI, LLC
Industry Retail
Experience
A'GACI LLC 2012 - Present
Ascena Retail Group, Inc. (Formerly dressbarn, Inc.) January 2005 - June 2012
Ascena Retail Group, Inc. December 1983 - January 2005
Touche Ross 1975 - 1979
Skills
Income Statement, Budgets, Auditing, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Inventory Management, Accounts Receivable, Profit, Team Building, Microsoft Excel, Accounts Payable
Education
Penn State University 1971 — 1975
BS, Accounting
A'GACI LLC 2012 - Present
Ascena Retail Group, Inc. (Formerly dressbarn, Inc.) January 2005 - June 2012
Ascena Retail Group, Inc. December 1983 - January 2005
Touche Ross 1975 - 1979
Skills
Income Statement, Budgets, Auditing, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Inventory Management, Accounts Receivable, Profit, Team Building, Microsoft Excel, Accounts Payable
Education
Penn State University 1971 — 1975
BS, Accounting
Donna VanderVries's Touche Ross Experience 1982 - 1984
Job Equalization Director at Muskegon County
Industry Real Estate
Experience
Muskegon County January 2008 - Present
Leadership Kalamazoo 2012 - 2013
Various Colleges and the State 1993 - 2013
First United Methodist Church 1989 - 2013
City of Grand Rapids Assessors Office August 1991 - December 2007
city of grand rapids 2000 - 2003
Warner Norcross & Judd LLP 1989 - 1991
Touche Ross 1982 - 1984
Skills
Real Estate Development, Attorney, CPA, MMAO -..., Commercial Litigation, Property Management, Zoning, Asset Management, Investments, Economic Development, Community Development, Portfolio Management, Project Planning, Courts, Tax Tribunal, Expert witness, Real Estate, Accounting, Government, Real Estate Transactions, Fundraising, Real Property, Customer Service, Microsoft Office, Commercial Real Estate, Research, Community Outreach, Investment Properties, Public Speaking
Education
Muskegon in Focus
Graduated from Muskegon in Focus program
University of Cincinnati 1985 — 1990
Master of Science, Taxation
The Ohio State University 1987 — 1989
Doctor of Law (J.D.), Law
Northern Kentucky University—Salmon P. Chase College of Law 1986 — 1987
n/a, law, 1st in Class
Wright State University 1979 — 1982
Bachelor of Science (BS), Accounting
Muskegon County January 2008 - Present
Leadership Kalamazoo 2012 - 2013
Various Colleges and the State 1993 - 2013
First United Methodist Church 1989 - 2013
City of Grand Rapids Assessors Office August 1991 - December 2007
city of grand rapids 2000 - 2003
Warner Norcross & Judd LLP 1989 - 1991
Touche Ross 1982 - 1984
Skills
Real Estate Development, Attorney, CPA, MMAO -..., Commercial Litigation, Property Management, Zoning, Asset Management, Investments, Economic Development, Community Development, Portfolio Management, Project Planning, Courts, Tax Tribunal, Expert witness, Real Estate, Accounting, Government, Real Estate Transactions, Fundraising, Real Property, Customer Service, Microsoft Office, Commercial Real Estate, Research, Community Outreach, Investment Properties, Public Speaking
Education
Muskegon in Focus
Graduated from Muskegon in Focus program
University of Cincinnati 1985 — 1990
Master of Science, Taxation
The Ohio State University 1987 — 1989
Doctor of Law (J.D.), Law
Northern Kentucky University—Salmon P. Chase College of Law 1986 — 1987
n/a, law, 1st in Class
Wright State University 1979 — 1982
Bachelor of Science (BS), Accounting
Nathan Keen's Touche Ross Experience August 1987 - August 1989
Job Store Design Finance Manager at Nordstrom, Inc
Industry Retail
Experience
Nordstrom, Inc February 2013 - Present
Nordstrom, Inc. August 2009 - January 2013
The Avid Angler October 1999 - December 2010
Nordstrom, Inc. August 1989 - April 1999
Touche Ross August 1987 - August 1989
Skills
Customer Service, Store Management, Financial Reporting, Accounting, Budgeting, Budgets
Education
Seattle Pacific University - School of Business and Economics 1983 — 1987
Bachelor of Arts, Business Administration - Accounting
Nordstrom, Inc February 2013 - Present
Nordstrom, Inc. August 2009 - January 2013
The Avid Angler October 1999 - December 2010
Nordstrom, Inc. August 1989 - April 1999
Touche Ross August 1987 - August 1989
Skills
Customer Service, Store Management, Financial Reporting, Accounting, Budgeting, Budgets
Education
Seattle Pacific University - School of Business and Economics 1983 — 1987
Bachelor of Arts, Business Administration - Accounting
Susan Deland's Touche Ross Experience June 1981 - September 1985
Job Author at MSB Press
Industry Financial Services
Experience
MSB Press September 2013 - Present
Communities in Mind February 2011 - Present
J.P. Morgan September 1985 - December 2005
Touche Ross June 1981 - September 1985
Education
New York University - Leonard N. Stern School of Business 1981 — 1982
Master of Science (MS), Accounting
Princeton University 1977 — 1981
AB, Economics
MSB Press September 2013 - Present
Communities in Mind February 2011 - Present
J.P. Morgan September 1985 - December 2005
Touche Ross June 1981 - September 1985
Education
New York University - Leonard N. Stern School of Business 1981 — 1982
Master of Science (MS), Accounting
Princeton University 1977 — 1981
AB, Economics
Nino Orlandi's Touche Ross Experience 1984 - 1985
Job Owner, NINO G. ORLANDI PROFESSIONAL CORPORATION
Industry Accounting
Experience
NINO G. ORLANDI PROFESSIONAL CORPORATION October 2005 - Present
Nino Orlandi, C.A. January 1989 - Present
PRICE WATERHOUSE November 1985 - October 1987
TOUCHE ROSS 1984 - 1985
Skills
Chartered Accountant, Public accountant, Management consutant, Bookkeeping, Small Business, Coaching, Accounting, Financial Reporting, Tax, Management, Account Management, Business Analysis, Leadership, Auditing, Business Development, Business Planning, Management Consulting, Internal Controls, Business Strategy, Budgets, Strategic Planning, Accounts Payable, Team Leadership, Accounts Receivable, Team Building, Business Process..., Contract Management
Education
Ryerson University 1976 — 1980
Bachelor of Business Management
NINO G. ORLANDI PROFESSIONAL CORPORATION October 2005 - Present
Nino Orlandi, C.A. January 1989 - Present
PRICE WATERHOUSE November 1985 - October 1987
TOUCHE ROSS 1984 - 1985
Skills
Chartered Accountant, Public accountant, Management consutant, Bookkeeping, Small Business, Coaching, Accounting, Financial Reporting, Tax, Management, Account Management, Business Analysis, Leadership, Auditing, Business Development, Business Planning, Management Consulting, Internal Controls, Business Strategy, Budgets, Strategic Planning, Accounts Payable, Team Leadership, Accounts Receivable, Team Building, Business Process..., Contract Management
Education
Ryerson University 1976 — 1980
Bachelor of Business Management
Robert J. Specht's Touche Ross Experience December 1985 - December 1989
Job VP & Controller at Gander Mountain Company, Inc.
Industry Retail
Experience
Gander Mountain Company, Inc. May 2004 - Present
Sopheon Corporation April 2000 - May 2004
PricewaterhouseCoopers December 1989 - May 1992
Touche Ross December 1985 - December 1989
Skills
Mergers & Acquisitions, Finance, Strategy, Forecasting, Auditing, SEC Financial Reporting, Leadership, Process Improvement, Management, Business Intelligence, Asset Based Lending, Cost Containment, Retail credit programs, Supply Chain Finance, Balance Sheet Management, Scenario Modeling
Education
University of Minnesota - Carlson School of Management 1998 — 2002
MBA, Finance
Rowan University 1983 — 1984
B.S., Accounting
CPA certification - New Jersey - 1985
Gander Mountain Company, Inc. May 2004 - Present
Sopheon Corporation April 2000 - May 2004
PricewaterhouseCoopers December 1989 - May 1992
Touche Ross December 1985 - December 1989
Skills
Mergers & Acquisitions, Finance, Strategy, Forecasting, Auditing, SEC Financial Reporting, Leadership, Process Improvement, Management, Business Intelligence, Asset Based Lending, Cost Containment, Retail credit programs, Supply Chain Finance, Balance Sheet Management, Scenario Modeling
Education
University of Minnesota - Carlson School of Management 1998 — 2002
MBA, Finance
Rowan University 1983 — 1984
B.S., Accounting
CPA certification - New Jersey - 1985
Al Bierman's Touche Ross Experience 1974 - 1979
Job Sales Executive at William Pitt Sotheby's International Realty
Industry Real Estate
Experience
William Pitt Sotheby's International Realty 2006 - Present
Multiplier Industries Corporation 1991 - 1994
Touche Ross 1974 - 1979
Arthur Young 1972 - 1974
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Management
Miami University 1967 — 1969
BA, English
William Pitt Sotheby's International Realty 2006 - Present
Multiplier Industries Corporation 1991 - 1994
Touche Ross 1974 - 1979
Arthur Young 1972 - 1974
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Management
Miami University 1967 — 1969
BA, English
Steven Congiusta's Touche Ross Experience September 1980 - May 1983
Job President at Advantage Propane LLC
Industry Oil & Energy
Experience
Advantage Propane LLC September 2012 - Present
Inergy Propane LLC June 2010 - September 2012
HOP Energy LLC December 2002 - June 2010
Petro September 1999 - December 2002
Petro January 1986 - September 1999
Fairlie & Wilson Co May 1983 - January 1986
Touche Ross September 1980 - May 1983
Skills
Budgets, Team Building, Project Management, Relationship Management, Sales Management, Business Development, Sales, Leadership, Management, Managerial Finance, Operations Management, Strategic Planning, Account Management, Customer Satisfaction, New Business Development, Forecasting, Process Improvement, Team Leadership, Contract Negotiation, Negotiation, Business Strategy, Energy, Business Planning, Financial Analysis, Analysis, Sales Process, Logistics, P&L Management, Inventory Management, Microsoft Excel, Marketing, Contract Management, Product Marketing, Purchasing, Business Process..., Mergers & Acquisitions, Accounting, Change Management, Income Statement, Customer Service, Marketing Strategy, Coaching, Sales Operations, Risk Management, Procurement, Retail, Start-ups, Project Planning, Strategy, Pricing
Education
Pace University 1976 — 1980
Bachelor of Business Administration
Advantage Propane LLC September 2012 - Present
Inergy Propane LLC June 2010 - September 2012
HOP Energy LLC December 2002 - June 2010
Petro September 1999 - December 2002
Petro January 1986 - September 1999
Fairlie & Wilson Co May 1983 - January 1986
Touche Ross September 1980 - May 1983
Skills
Budgets, Team Building, Project Management, Relationship Management, Sales Management, Business Development, Sales, Leadership, Management, Managerial Finance, Operations Management, Strategic Planning, Account Management, Customer Satisfaction, New Business Development, Forecasting, Process Improvement, Team Leadership, Contract Negotiation, Negotiation, Business Strategy, Energy, Business Planning, Financial Analysis, Analysis, Sales Process, Logistics, P&L Management, Inventory Management, Microsoft Excel, Marketing, Contract Management, Product Marketing, Purchasing, Business Process..., Mergers & Acquisitions, Accounting, Change Management, Income Statement, Customer Service, Marketing Strategy, Coaching, Sales Operations, Risk Management, Procurement, Retail, Start-ups, Project Planning, Strategy, Pricing
Education
Pace University 1976 — 1980
Bachelor of Business Administration
Gina Calogero Arena's Touche Ross Experience 1988 - 1992
Job Educator at Weston Public Schools
Industry
Experience
Weston Public Schools 2002 - Present
William Pitt Sotheby's International Realty 2001 - Present
Playtex Products 1998 - 2001
Unilever 1993 - 1999
Swiss Re 1992 - 1993
Deloitte 1988 - 1992
Touche Ross 1988 - 1992
Skills
Customer Service, Social Media, Teaching, Marketing, PowerPoint, Marketing Communications, Microsoft Office, Advertising, Real Estate, Microsoft Word, Photoshop, Microsoft Excel, Strategic Planning, Public Speaking, Coaching, Leadership, Event Planning, Team Building, Management, Event Management, First Time Home Buyers, Buyers
Education
Mansfield University of Pennsylvania 2008 — 2011
M. Ed., Art Education
NYIT 1983 — 1987
BFA, Design Graphics
Weston Public Schools 2002 - Present
William Pitt Sotheby's International Realty 2001 - Present
Playtex Products 1998 - 2001
Unilever 1993 - 1999
Swiss Re 1992 - 1993
Deloitte 1988 - 1992
Touche Ross 1988 - 1992
Skills
Customer Service, Social Media, Teaching, Marketing, PowerPoint, Marketing Communications, Microsoft Office, Advertising, Real Estate, Microsoft Word, Photoshop, Microsoft Excel, Strategic Planning, Public Speaking, Coaching, Leadership, Event Planning, Team Building, Management, Event Management, First Time Home Buyers, Buyers
Education
Mansfield University of Pennsylvania 2008 — 2011
M. Ed., Art Education
NYIT 1983 — 1987
BFA, Design Graphics
Steve Senz, CPA's Touche Ross Experience October 1985 - May 1987
Job CPA at Steven Senz, CPA
Industry Accounting
Experience
Steven Senz, CPA October 1991 - Present
Source Finance February 1988 - October 1991
Salomon Brothers May 1987 - February 1988
Touche Ross October 1985 - May 1987
Wiss & Company, LLP September 1983 - October 1985
Education
Seton Hall University 1979 — 1983
BS, Accounting
Steven Senz, CPA October 1991 - Present
Source Finance February 1988 - October 1991
Salomon Brothers May 1987 - February 1988
Touche Ross October 1985 - May 1987
Wiss & Company, LLP September 1983 - October 1985
Education
Seton Hall University 1979 — 1983
BS, Accounting
Dan Jessup's Touche Ross Experience 1984 - 1988
Job Chief Financial Officer at Silverton Health
Industry Hospital & Health Care
Experience
Silverton Health May 2013 - Present
Northeastern Nevada Regional Hospital January 2011 - May 2013
Southwest Memorial Hospital October 2003 - September 2010
QHR 2001 - 2010
Baptist Hospitals and Health Systems, Inc. 1993 - 2000
Baptist Hospitals and Health Systems, Inc. 1993 - 2000
Touche Ross 1984 - 1988
Skills
Revenue Cycle, Financial Operations, Revenue Cycle Management, Healthcare Management
Education
New Mexico State University
Silverton Health May 2013 - Present
Northeastern Nevada Regional Hospital January 2011 - May 2013
Southwest Memorial Hospital October 2003 - September 2010
QHR 2001 - 2010
Baptist Hospitals and Health Systems, Inc. 1993 - 2000
Baptist Hospitals and Health Systems, Inc. 1993 - 2000
Touche Ross 1984 - 1988
Skills
Revenue Cycle, Financial Operations, Revenue Cycle Management, Healthcare Management
Education
New Mexico State University
Sheila McGrath's Touche Ross Experience 1980 - 1983
Job Financial Consultant at Sheila McGrath Accounting
Industry Accounting
Experience
Sheila McGrath Accounting October 2007 - Present
Boyd Lighting October 2006 - September 2007
Sheila McGrath Accounting April 2003 - December 2006
McEvoy Ranch May 2000 - March 2003
Restoration Hardware June 1999 - April 2000
SunGard Data Systems, Inc. March 1998 - April 1999
Sheila McGrath Accounting 1989 - 1999
Lucasfilm 1983 - 1989
Touche Ross 1980 - 1983
Education
San Francisco State University 1978 — 1980
BS, Accounting
Sheila McGrath Accounting October 2007 - Present
Boyd Lighting October 2006 - September 2007
Sheila McGrath Accounting April 2003 - December 2006
McEvoy Ranch May 2000 - March 2003
Restoration Hardware June 1999 - April 2000
SunGard Data Systems, Inc. March 1998 - April 1999
Sheila McGrath Accounting 1989 - 1999
Lucasfilm 1983 - 1989
Touche Ross 1980 - 1983
Education
San Francisco State University 1978 — 1980
BS, Accounting
Drew Kuruc's Touche Ross Experience 1979 - 1985
Job Director of Finance at Alicart Restaurant Group
Industry Restaurants
Experience
Alicart Restaurant Group 2008 - Present
Broadview Networks 2003 - 2007
Ark Restaurants 1987 - 2002
Bristol-Myers Squibb 1985 - 1987
Touche Ross 1979 - 1985
Education
Penn State University 1975 — 1979
BS Science, Accounting
Beca
Alicart Restaurant Group 2008 - Present
Broadview Networks 2003 - 2007
Ark Restaurants 1987 - 2002
Bristol-Myers Squibb 1985 - 1987
Touche Ross 1979 - 1985
Education
Penn State University 1975 — 1979
BS Science, Accounting
Beca
Bob Kamenski's Touche Ross Experience 1980 - 1985
Job Senior Finance and Accounting Professional
Industry Computer Networking
Experience
Brocade December 2008 - Present
Foundry Networks December 2007 - December 2008
Stratex Networks March 2006 - November 2007
Aviat Networks (Formerly Harris Stratex) March 2006 - November 2007
GoRemote 2003 - 2006
Iridex 1997 - 2003
Telesensory 1992 - 1997
Tandem Computers 1985 - 1992
Touche Ross 1980 - 1985
Skills
Sarbanes-Oxley Act, Revenue Recognition, Forecasting, SEC filings, Mergers, Accounting, Start-ups, Financial Reporting, Financial Analysis, Budgets, Sarbanes-Oxley, Cost Accounting
Education
Santa Clara University
MBA, Finance
University of Wisconsin-Milwaukee
Bachelor's degree, Accounting
Brocade December 2008 - Present
Foundry Networks December 2007 - December 2008
Stratex Networks March 2006 - November 2007
Aviat Networks (Formerly Harris Stratex) March 2006 - November 2007
GoRemote 2003 - 2006
Iridex 1997 - 2003
Telesensory 1992 - 1997
Tandem Computers 1985 - 1992
Touche Ross 1980 - 1985
Skills
Sarbanes-Oxley Act, Revenue Recognition, Forecasting, SEC filings, Mergers, Accounting, Start-ups, Financial Reporting, Financial Analysis, Budgets, Sarbanes-Oxley, Cost Accounting
Education
Santa Clara University
MBA, Finance
University of Wisconsin-Milwaukee
Bachelor's degree, Accounting
Kay Carda's Touche Ross Experience September 1985 - June 1989
Job Selfemployed personal financial assistant at Minneapolis
Industry Accounting
Experience
Self employed November 1989 - Present
Minneapolis 1989 - Present
Touche Ross September 1985 - June 1989
Skills
Microsoft Excel, Outlook
Education
Northwestern College 2007 — 2009
BS, Christian Counseling
Self employed November 1989 - Present
Minneapolis 1989 - Present
Touche Ross September 1985 - June 1989
Skills
Microsoft Excel, Outlook
Education
Northwestern College 2007 — 2009
BS, Christian Counseling
William Gabb's Touche Ross Experience 1977 - 1991
Job
Industry
Experience
Sears Holdings 2005 - 2010
Sears Roebuck 1991 - 2005
Touche Ross 1977 - 1991
Deloitte & Touche 1977 - 1991
Pridie Brewster 1970 - 1975
Skills
Strategic Planning, Financial Analysis, Mergers, Change Management, Business Planning, Business Strategy, Negotiation, Organizational Design, Problem Solving, Financial Modeling, Strategy Development, Planning, Accounting, Restructuring, Forecasting, Acquisition Integration, Budgeting, Financial Reporting, P&L Management, Contract Negotiation, Budgets, Retail, Program Management, Strategy, Mergers & Acquisitions, Cross-functional Team..., Operations Management, P&L
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM, Business
Sears Holdings 2005 - 2010
Sears Roebuck 1991 - 2005
Touche Ross 1977 - 1991
Deloitte & Touche 1977 - 1991
Pridie Brewster 1970 - 1975
Skills
Strategic Planning, Financial Analysis, Mergers, Change Management, Business Planning, Business Strategy, Negotiation, Organizational Design, Problem Solving, Financial Modeling, Strategy Development, Planning, Accounting, Restructuring, Forecasting, Acquisition Integration, Budgeting, Financial Reporting, P&L Management, Contract Negotiation, Budgets, Retail, Program Management, Strategy, Mergers & Acquisitions, Cross-functional Team..., Operations Management, P&L
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM, Business
Barbara Hodgdon's Touche Ross Experience September 1990 - August 1991
Job Vice President, Global Compensation Services at Lexicon Relocation
Industry Human Resources
Experience
Lexicon Relocation November 2014 - Present
Ernst & Young LLP January 2011 - October 2014
Ernst & Young Ltd August 2007 - December 2010
EY February 1995 - July 2007
PwC September 1991 - September 1994
Touche Ross September 1990 - August 1991
Skills
International Tax, Tax Advisory, Corporate Tax, Big 4, US GAAP, Tax, Accounting, Financial Reporting, Expatriate Tax, Income Tax, CPA, Tax Research, Global Mobility, Management, US Tax
Education
Saint Peter's University 1984 — 1988
Bachelor of Science (BS), Accounting
University of Strathclyde 1986 — 1987
International Student Exchange Program (ISEP)
Lexicon Relocation November 2014 - Present
Ernst & Young LLP January 2011 - October 2014
Ernst & Young Ltd August 2007 - December 2010
EY February 1995 - July 2007
PwC September 1991 - September 1994
Touche Ross September 1990 - August 1991
Skills
International Tax, Tax Advisory, Corporate Tax, Big 4, US GAAP, Tax, Accounting, Financial Reporting, Expatriate Tax, Income Tax, CPA, Tax Research, Global Mobility, Management, US Tax
Education
Saint Peter's University 1984 — 1988
Bachelor of Science (BS), Accounting
University of Strathclyde 1986 — 1987
International Student Exchange Program (ISEP)
Thomas C Walser's Touche Ross Experience January 1975 - January 1979
Job Senior Attorney at Walser Law Firm
Industry Law Practice
Experience
The Walser Law Firm January 1983 - Present
Walser Law Firm January 1980 - Present
McDermott International Inc. January 1979 - January 1983
United Airlines January 1977 - January 1979
Touche Ross January 1975 - January 1979
Skills
Mediation, Litigation, Civil Litigation, Elder Law, Legal Assistance, Probation, Legal Research
Education
University of Miami School of Law 1982 — 1983
Master of Laws (LL.M.), Estate Planning
University of Minnesota Law School 1973 — 1976
Doctor of Law (J.D.)
Minnesota State University, Mankato 1968 — 1972
Bachelor of Science (B.S.), Accounting
The Walser Law Firm January 1983 - Present
Walser Law Firm January 1980 - Present
McDermott International Inc. January 1979 - January 1983
United Airlines January 1977 - January 1979
Touche Ross January 1975 - January 1979
Skills
Mediation, Litigation, Civil Litigation, Elder Law, Legal Assistance, Probation, Legal Research
Education
University of Miami School of Law 1982 — 1983
Master of Laws (LL.M.), Estate Planning
University of Minnesota Law School 1973 — 1976
Doctor of Law (J.D.)
Minnesota State University, Mankato 1968 — 1972
Bachelor of Science (B.S.), Accounting
David Werlich's Touche Ross Experience 1985 - 1991
Job Tax Partner at Ryan & Werlich, CPAs
Industry Accounting
Experience
Ryan & Werlich, CPAs June 1994 - Present
Deloitte & Touche Tax June 1985 - June 1994
Touche Ross 1985 - 1991
Skills
Tax Accounting, Partnership Taxation, Tax, Management Consulting, Auditing, Estate Planning, Tax Preparation, Tax Research, Income Tax, Financial Planners, Financial Reporting, Tax Returns, CPA, Succession Planning, Corporate Tax, GAAP, International Tax, Accounting
Education
Southern Illinois University, Carbondale 1982 — 1986
MACC, Concentration in Taxation
Ryan & Werlich, CPAs June 1994 - Present
Deloitte & Touche Tax June 1985 - June 1994
Touche Ross 1985 - 1991
Skills
Tax Accounting, Partnership Taxation, Tax, Management Consulting, Auditing, Estate Planning, Tax Preparation, Tax Research, Income Tax, Financial Planners, Financial Reporting, Tax Returns, CPA, Succession Planning, Corporate Tax, GAAP, International Tax, Accounting
Education
Southern Illinois University, Carbondale 1982 — 1986
MACC, Concentration in Taxation
Joseph McCarthy, III's Touche Ross Experience March 1981 - June 1985
Job AVP / Manager Internal Controls / Document Services at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
JPMorgan Chase May 2011 - December 2013
First Bank and Trust February 2009 - March 2011
Globe Homestead Savings Bank March 2002 - February 2009
Mutual Savings and Loan Association June 1985 - February 2002
Touche Ross March 1981 - June 1985
Skills
Banking, Accounting, Financial Reporting, Internal Controls, Loans, Auditing, Mortgage Lending, Payroll, Credit, Finance, Management, Financial Analysis, Risk Management, Strategic Financial..., Strategic Planning, Financial Planning, Leadership
Education
Loyola University New Orleans 1977 — 1981
BBA, Accounting
Brother Martin High School 1973 — 1977
JPMorgan Chase December 2013 - Present
JPMorgan Chase May 2011 - December 2013
First Bank and Trust February 2009 - March 2011
Globe Homestead Savings Bank March 2002 - February 2009
Mutual Savings and Loan Association June 1985 - February 2002
Touche Ross March 1981 - June 1985
Skills
Banking, Accounting, Financial Reporting, Internal Controls, Loans, Auditing, Mortgage Lending, Payroll, Credit, Finance, Management, Financial Analysis, Risk Management, Strategic Financial..., Strategic Planning, Financial Planning, Leadership
Education
Loyola University New Orleans 1977 — 1981
BBA, Accounting
Brother Martin High School 1973 — 1977
Mary T Carpenter's Touche Ross Experience 1981 - 1983
Job Sr Software Developer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2000 - Present
BackOffice Associates 1996 - 2000
Johnson & Johnson 1987 - 1996
The New York Times 1984 - 1986
Touche Ross 1981 - 1983
Skills
Microsoft SQL Server, .NET, SDLC, Software Development, Crystal Reports, Internal Controls, Windows Server, VBA, Visio
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts (B.A.), Business Administration
AllianceBernstein June 2000 - Present
BackOffice Associates 1996 - 2000
Johnson & Johnson 1987 - 1996
The New York Times 1984 - 1986
Touche Ross 1981 - 1983
Skills
Microsoft SQL Server, .NET, SDLC, Software Development, Crystal Reports, Internal Controls, Windows Server, VBA, Visio
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts (B.A.), Business Administration
Max Courtney's Touche Ross Experience September 1987 - December 1989
Job Manager of Financial Reporting at Southern Farm Bureau Casualty
Industry Insurance
Experience
Southern Farm Bureau Casualty January 1991 - Present
McRae's Department Stores January 1990 - December 1991
Touche Ross September 1987 - December 1989
Education
Mississippi College 1987 — 1989
CPA, Accounting and Business
Millsaps College 1977 — 1981
B.S., Biology
Southern Farm Bureau Casualty January 1991 - Present
McRae's Department Stores January 1990 - December 1991
Touche Ross September 1987 - December 1989
Education
Mississippi College 1987 — 1989
CPA, Accounting and Business
Millsaps College 1977 — 1981
B.S., Biology
Sandra Van Zant's Touche Ross Experience 1976 - 1981
Job Independent Accounting Professional
Industry Accounting
Experience
Kenneth Leventhal & Co 1981 - 1986
Touche Ross 1976 - 1981
Education
San Diego State University-California State University 1972 — 1976
Bachelor's Degree, Accounting
Kenneth Leventhal & Co 1981 - 1986
Touche Ross 1976 - 1981
Education
San Diego State University-California State University 1972 — 1976
Bachelor's Degree, Accounting
Robin Goddard's Touche Ross Experience 1988 - 1990
Job Consultant at Balanced View Consulting
Industry Management Consulting
Experience
Balanced View Consulting September 2006 - Present
Touche Ross 1988 - 1990
Laventhol and Horwath 1984 - 1988
Skills
Strategic Planning, Coaching, Management Consulting, Entrepreneurship, Leadership, Non-profits, Executive Coaching, Leadership Development, Personal Development, Training, Culture Change, Consulting, Management, Team Building, Organizational..., Workshop Facilitation, Change Management, Strategy, Program Management, Start-ups, Project Management
Education
Rush University 1984 — 1986
MS, Hospital Managment
Penn State University 1978 — 1982
BS, Healthcare Adminstration
Balanced View Consulting September 2006 - Present
Touche Ross 1988 - 1990
Laventhol and Horwath 1984 - 1988
Skills
Strategic Planning, Coaching, Management Consulting, Entrepreneurship, Leadership, Non-profits, Executive Coaching, Leadership Development, Personal Development, Training, Culture Change, Consulting, Management, Team Building, Organizational..., Workshop Facilitation, Change Management, Strategy, Program Management, Start-ups, Project Management
Education
Rush University 1984 — 1986
MS, Hospital Managment
Penn State University 1978 — 1982
BS, Healthcare Adminstration
Jerald Elkins's Touche Ross Experience May 1967 - May 1969
Job Tax Audit Specialist at Jerald R. Elkins PA
Industry Financial Services
Experience
Jerald R. Elkins PA January 1966 - Present
Jerald R. Elkins PA November 1965 - December 2000
Metropolitan Museum of Art August 1970 - December 1979
Getty Oil May 1969 - August 1970
Touche Ross May 1967 - May 1969
Skills
Estate Planning, Financial Planners, Long-term Care, Insurance, Small Business, Employee Benefits, Business Analysis, Strategic Planning, Real Estate, Direct Marketing
Education
Rutgers University 1963 — 1966
Accounting
FDU 1962 — 1963
Accounting
Jerald R. Elkins PA January 1966 - Present
Jerald R. Elkins PA November 1965 - December 2000
Metropolitan Museum of Art August 1970 - December 1979
Getty Oil May 1969 - August 1970
Touche Ross May 1967 - May 1969
Skills
Estate Planning, Financial Planners, Long-term Care, Insurance, Small Business, Employee Benefits, Business Analysis, Strategic Planning, Real Estate, Direct Marketing
Education
Rutgers University 1963 — 1966
Accounting
FDU 1962 — 1963
Accounting
Christopher Lapeyrouse's Touche Ross Experience January 1985 - May 1987
Job Fleet Supply Warehouse, LLC
Industry Oil & Energy
Experience
Fleet Supply Warehouse, LLC March 2012 - Present
Spartan Industrial Products, LLC October 2006 - February 2012
United Diesel, LLC (Global Power Systems, LLC) May 1987 - October 2006
Touche Ross January 1985 - May 1987
Education
Tulane University 1984 — 1986
Bachelor of Science (BS) Management, Accounting
Nicholls State University 1983 — 1984
Fleet Supply Warehouse, LLC March 2012 - Present
Spartan Industrial Products, LLC October 2006 - February 2012
United Diesel, LLC (Global Power Systems, LLC) May 1987 - October 2006
Touche Ross January 1985 - May 1987
Education
Tulane University 1984 — 1986
Bachelor of Science (BS) Management, Accounting
Nicholls State University 1983 — 1984
Jeffrey Serether's Touche Ross Experience September 1980 - September 1982
Job Consultant at Ernst & Young
Industry Law Practice
Experience
Ernst & Young July 2012 - Present
Sutherland Asbill & Brennan LLP November 2010 - April 2011
Self-employed 2011 - 2011
AIG February 2007 - August 2010
PwC June 2000 - February 2007
Citibank, N.A. April 1985 - April 2000
Chemical Bank September 1982 - April 1985
Touche Ross September 1980 - September 1982
Skills
Tax, Tax Law
Education
NYU School of Law 1981 — 1984
LL.M., Taxation
SUNY at Buffalo Law School 1977 — 1980
JD
State University of New York at Albany 1973 — 1977
Bachelor of Science (BS), Public Accounting
Ernst & Young July 2012 - Present
Sutherland Asbill & Brennan LLP November 2010 - April 2011
Self-employed 2011 - 2011
AIG February 2007 - August 2010
PwC June 2000 - February 2007
Citibank, N.A. April 1985 - April 2000
Chemical Bank September 1982 - April 1985
Touche Ross September 1980 - September 1982
Skills
Tax, Tax Law
Education
NYU School of Law 1981 — 1984
LL.M., Taxation
SUNY at Buffalo Law School 1977 — 1980
JD
State University of New York at Albany 1973 — 1977
Bachelor of Science (BS), Public Accounting
Ben Imel's Touche Ross Experience May 1975 - December 1976
Job President at Imel Woodworks, Inc.
Industry Furniture
Experience
Imel Woodworks, Inc. December 1976 - Present
Touche Ross May 1975 - December 1976
Skills
Certified Public..., Guest lecturer in..., Mater's degree in..., Certified to teach..., Exhibitor at the..., Cutting metal parts..., Hand cut dovetail joints, Wood turning, Antique reproductions, Furniture, Custom Furniture, Furnishings
Education
Oklahoma State University 1977 — 1978
Master's, Industrial Arts
University of Oklahoma 1971 — 1975
Bachelor, Accounting
Imel Woodworks, Inc. December 1976 - Present
Touche Ross May 1975 - December 1976
Skills
Certified Public..., Guest lecturer in..., Mater's degree in..., Certified to teach..., Exhibitor at the..., Cutting metal parts..., Hand cut dovetail joints, Wood turning, Antique reproductions, Furniture, Custom Furniture, Furnishings
Education
Oklahoma State University 1977 — 1978
Master's, Industrial Arts
University of Oklahoma 1971 — 1975
Bachelor, Accounting
Bill Felts's Touche Ross Experience January 1977 - July 1979
Job Senior Vice President at CitiMortgage, Inc.
Industry Financial Services
Experience
CitiMortgage, Inc. December 1984 - Present
May Department Stores - Venture Store Division September 1979 - November 1984
Touche Ross January 1977 - July 1979
Skills
CPA, Financial Accounting, Mortgage Banking, Residential Mortgages, Asset-backed..., Investor Reporting, Rating Agency Relations, Agency MBS
Education
Saint Louis University 1973 — 1977
BSBA, Accounting
CitiMortgage, Inc. December 1984 - Present
May Department Stores - Venture Store Division September 1979 - November 1984
Touche Ross January 1977 - July 1979
Skills
CPA, Financial Accounting, Mortgage Banking, Residential Mortgages, Asset-backed..., Investor Reporting, Rating Agency Relations, Agency MBS
Education
Saint Louis University 1973 — 1977
BSBA, Accounting
Vince Pisano's Touche Ross Experience 1975 - 1978
Job Assistant Property Manager
Industry Management Consulting
Experience
Self-employed 2005 - Present
Kaplan Higher Education 2001 - 2005
Quest Education 1990 - 2001
National Education Corporation 1978 - 1990
Touche Ross 1975 - 1978
Education
Loyola Marymount University 1971 — 1975
Bachelor's Degree, Accounting
Self-employed 2005 - Present
Kaplan Higher Education 2001 - 2005
Quest Education 1990 - 2001
National Education Corporation 1978 - 1990
Touche Ross 1975 - 1978
Education
Loyola Marymount University 1971 — 1975
Bachelor's Degree, Accounting
Bob Sukalich's Touche Ross Experience 1980 - 1988
Job Chief Financial Officer CPA
Industry Construction
Experience
Safway Services 1998 - 2012
Versa Technologies, Inc. 1988 - 1998
Touche Ross 1980 - 1988
Skills
Job Costing, Cost Accounting, Budgets, Financial Reporting, Forecasting, Accounting, Financial Analysis, Construction, Contract Negotiation, Accounts Receivable, Accounts Payable, Contractors, Auditing, Finance, Risk Management, Payroll, Account Reconciliation, Strategic Planning, Taxes, Treasury & banking, IT oversight, M&A experience
Education
Marquette University 1976 — 1980
Bachelor of Science (B.S.), Accounting and Finance
Safway Services 1998 - 2012
Versa Technologies, Inc. 1988 - 1998
Touche Ross 1980 - 1988
Skills
Job Costing, Cost Accounting, Budgets, Financial Reporting, Forecasting, Accounting, Financial Analysis, Construction, Contract Negotiation, Accounts Receivable, Accounts Payable, Contractors, Auditing, Finance, Risk Management, Payroll, Account Reconciliation, Strategic Planning, Taxes, Treasury & banking, IT oversight, M&A experience
Education
Marquette University 1976 — 1980
Bachelor of Science (B.S.), Accounting and Finance
Scott Segal's Touche Ross Experience 1975 - 1980
Job OWNER at SEAGULL LEGAL SERVICES
Industry Legal Services
Experience
Seagull Legal Services 1995 - Present
SEAGULL LEGAL SERVICES 1995 - Present
S & S BAKERY SUPPLY 1989 - 1994
Touche Ross 1975 - 1980
Skills
Private Investigations, Skip Tracing, Court Filing, Process Serving
Education
Penn State University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Accounting
Seagull Legal Services 1995 - Present
SEAGULL LEGAL SERVICES 1995 - Present
S & S BAKERY SUPPLY 1989 - 1994
Touche Ross 1975 - 1980
Skills
Private Investigations, Skip Tracing, Court Filing, Process Serving
Education
Penn State University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Accounting
Polikoff Gary's Touche Ross Experience April 1979 - June 1985
Job Senior Tax Counsel Unisys Corporation
Industry Information Technology and Services
Experience
Unisys Corporation January 1997 - Present
Alco Standard Corporation April 1985 - January 1997
Touche Ross April 1979 - June 1985
Skills
International Tax, Tax Audit Representation, Tax Accounting, Transfer Pricing, Sarbanes-Oxley Act, Tax, Restructuring, Mergers & Acquisitions, SEC filings, Tax Law, Auditing, Due Diligence, Corporate Tax, Tax Advisory, Corporate Governance
Education
Villanova University 1989 — 1993
Master of Laws (LL.M.), Taxation
Nova Southeastern University 1975 — 1978
Juris Doctor, Law
Penn State University 1971 — 1975
Bachelor of Arts (B.A.), Accounting
Unisys Corporation January 1997 - Present
Alco Standard Corporation April 1985 - January 1997
Touche Ross April 1979 - June 1985
Skills
International Tax, Tax Audit Representation, Tax Accounting, Transfer Pricing, Sarbanes-Oxley Act, Tax, Restructuring, Mergers & Acquisitions, SEC filings, Tax Law, Auditing, Due Diligence, Corporate Tax, Tax Advisory, Corporate Governance
Education
Villanova University 1989 — 1993
Master of Laws (LL.M.), Taxation
Nova Southeastern University 1975 — 1978
Juris Doctor, Law
Penn State University 1971 — 1975
Bachelor of Arts (B.A.), Accounting
Pete Brewer's Touche Ross Experience August 1986 - August 1988
Job Lecturer at Wake Forest University School of Business
Industry Accounting
Experience
Wake Forest University School of Business August 2013 - Present
Miami University July 1994 - June 2013
Harris Corporation January 1994 - July 1994
Board of Pensions of the Presbyterian Church July 1989 - June 1990
Touche Ross August 1986 - August 1988
Skills
Managerial accounting, Internal Audit, Finance, Management Accounting, Accounting, Strategy, Management, Research, Financial Modeling
Education
University of Tennessee-Knoxville 1991 — 1994
Doctor of Philosophy (Ph.D.), Accounting
University of Virginia 1990 — 1991
Master of Science (MS), Accounting
Penn State University 1982 — 1986
Bachelor of Science (B.S.), Accounting
Tunkhannock High School
Wake Forest University School of Business August 2013 - Present
Miami University July 1994 - June 2013
Harris Corporation January 1994 - July 1994
Board of Pensions of the Presbyterian Church July 1989 - June 1990
Touche Ross August 1986 - August 1988
Skills
Managerial accounting, Internal Audit, Finance, Management Accounting, Accounting, Strategy, Management, Research, Financial Modeling
Education
University of Tennessee-Knoxville 1991 — 1994
Doctor of Philosophy (Ph.D.), Accounting
University of Virginia 1990 — 1991
Master of Science (MS), Accounting
Penn State University 1982 — 1986
Bachelor of Science (B.S.), Accounting
Tunkhannock High School
Barry Faigen's Touche Ross Experience November 1978 - May 1986
Job CFO
Industry Printing
Experience
GMA Factor Chief Financial OfficerAmerican Thermoplastic CompanySeptember 2001 - December 2013
Jewish Community Center of Greater Pittsburgh, Pittsburgh, PA November 1988 - August 2001
Graphic Arts Technical Foundation, Sewickley, PA October 1994 - October 1998
St. Clair Supply Co., Inc., Greensburg, PA July 1988 - September 1994
National Record Mart August 1987 - June 1988
Prizants Carpet June 1986 - July 1987
Touche Ross November 1978 - May 1986
Nathan Schwartz CPA November 1977 - November 1978
Frederick Linnert CPA March 1976 - October 1977
Skills
Cost control analysis,..., financial statement..., Vendor negotiations,..., Acquisition Integration, Accounting, General Ledger, Capital Budgeting, Internal Audit, CPA, Auditing, Restructuring, Mergers & Acquisitions, Financial Statements
Education
Penn State University 1972 — 1976
Bachelor of Science (BS), Accounting and Finance
GMA Factor Chief Financial OfficerAmerican Thermoplastic CompanySeptember 2001 - December 2013
Jewish Community Center of Greater Pittsburgh, Pittsburgh, PA November 1988 - August 2001
Graphic Arts Technical Foundation, Sewickley, PA October 1994 - October 1998
St. Clair Supply Co., Inc., Greensburg, PA July 1988 - September 1994
National Record Mart August 1987 - June 1988
Prizants Carpet June 1986 - July 1987
Touche Ross November 1978 - May 1986
Nathan Schwartz CPA November 1977 - November 1978
Frederick Linnert CPA March 1976 - October 1977
Skills
Cost control analysis,..., financial statement..., Vendor negotiations,..., Acquisition Integration, Accounting, General Ledger, Capital Budgeting, Internal Audit, CPA, Auditing, Restructuring, Mergers & Acquisitions, Financial Statements
Education
Penn State University 1972 — 1976
Bachelor of Science (BS), Accounting and Finance
Joe Sander's Touche Ross Experience June 1984 - June 1987
Job Home Helpers of Western Butler & Hamilton Counties
Industry Hospital & Health Care
Experience
Home Helpers of Western Butler & Hamilton Counties August 2015 - Present
Ohio National Financial Services January 2008 - August 2015
Touche Ross June 1984 - June 1987
Skills
Accounting Operations, Financial Reporting, Auditing, Financial Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Accounting, Accounting, Process Improvement, Risk Management, Tax, Management, Strategic Planning
Education
Xavier University 1988 — 1992
Master of Business Administration (M.B.A.), Finance
Miami University 1981 — 1984
Bachelor of Science (B.S.), Accountancy
St. Xavier High School 1976 — 1980
Home Helpers of Western Butler & Hamilton Counties August 2015 - Present
Ohio National Financial Services January 2008 - August 2015
Touche Ross June 1984 - June 1987
Skills
Accounting Operations, Financial Reporting, Auditing, Financial Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Accounting, Accounting, Process Improvement, Risk Management, Tax, Management, Strategic Planning
Education
Xavier University 1988 — 1992
Master of Business Administration (M.B.A.), Finance
Miami University 1981 — 1984
Bachelor of Science (B.S.), Accountancy
St. Xavier High School 1976 — 1980
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY