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
Barbara Ritzen Barbara Ritzen's Touche Ross Experience January 1984 - April 1986
Job CPA Tax Manager
Industry Accounting
Experience
Schechter Dokken Kanter September 1986 - Present
Touche Ross January 1984 - April 1986
Skills
Tax Accounting, Forensic Accounting, Corporate Tax, Tax Preparation, Tax, Tax Returns, CPA, Tax Research, Financial Accounting
Education
University of Minnesota-Twin Cities
BS, accounting
University of Wisconsin-Madison
Schechter Dokken Kanter September 1986 - Present
Touche Ross January 1984 - April 1986
Skills
Tax Accounting, Forensic Accounting, Corporate Tax, Tax Preparation, Tax, Tax Returns, CPA, Tax Research, Financial Accounting
Education
University of Minnesota-Twin Cities
BS, accounting
University of Wisconsin-Madison
Susan Mays Susan Mays's Touche Ross Experience August 1983 - February 1986
Job Principal, Corporate Hotel Network
Industry Hospitality
Experience
Employee Travel Specials August 2011 - Present
FedEx Express March 1986 - August 2010
Touche Ross August 1983 - February 1986
Education
University of Mississippi
Bachelor of Accountancy, Accounting
Vanderbilt University - Owen Graduate School of Management
MBA, Finance, Marketing
Employee Travel Specials August 2011 - Present
FedEx Express March 1986 - August 2010
Touche Ross August 1983 - February 1986
Education
University of Mississippi
Bachelor of Accountancy, Accounting
Vanderbilt University - Owen Graduate School of Management
MBA, Finance, Marketing
Lindy Antonelli, CITP.CPA Lindy Antonelli, CITP.CPA's Touche Ross Experience July 1985 - July 1989
Job Partner at Armanino LLP
Industry Information Technology and Services
Experience
Armanino LLP September 2012 - Present
Intacct Corporation July 2011 - Present
Cloud Accounting Institute October 2011 - Present
Life's A Beach, LLC 1988 - Present
AccessTek July 1989 - August 2012
Microsoft January 1989 - January 2012
Cloud Accounting Institute November 2011 - November 2011
IL CPA Society June 2003 - May 2006
Touche Ross July 1985 - July 1989
Skills
Start-ups, Accounting, Professional Services, Cloud Computing, SaaS, ERP, Management Consulting, Mergers, Small Business, Enterprise Software, Business Process, Managerial Finance, Business Intelligence, Strategic Planning, Consulting, Business Strategy, Business Analysis, Strategic Partnerships, Financial Reporting, Entrepreneurship, Strategic Financial..., Mergers & Acquisitions, Solution Selling, Great Plains Software, QuickBooks, Analytics, Strategy, Team Building, Sales, Financial Services, Networking, CPA, Business Planning, Finance, Account Reconciliation, Tax, Leadership, E-commerce, Auditing, Venture Capital, CRM, Management, Executive Management, Program Management, Financial Analysis, Software Implementation, Business Development, Business Process..., Team Leadership, Forecasting
Education
University of Missouri-Columbia
BS, Accountancy
Armanino LLP September 2012 - Present
Intacct Corporation July 2011 - Present
Cloud Accounting Institute October 2011 - Present
Life's A Beach, LLC 1988 - Present
AccessTek July 1989 - August 2012
Microsoft January 1989 - January 2012
Cloud Accounting Institute November 2011 - November 2011
IL CPA Society June 2003 - May 2006
Touche Ross July 1985 - July 1989
Skills
Start-ups, Accounting, Professional Services, Cloud Computing, SaaS, ERP, Management Consulting, Mergers, Small Business, Enterprise Software, Business Process, Managerial Finance, Business Intelligence, Strategic Planning, Consulting, Business Strategy, Business Analysis, Strategic Partnerships, Financial Reporting, Entrepreneurship, Strategic Financial..., Mergers & Acquisitions, Solution Selling, Great Plains Software, QuickBooks, Analytics, Strategy, Team Building, Sales, Financial Services, Networking, CPA, Business Planning, Finance, Account Reconciliation, Tax, Leadership, E-commerce, Auditing, Venture Capital, CRM, Management, Executive Management, Program Management, Financial Analysis, Software Implementation, Business Development, Business Process..., Team Leadership, Forecasting
Education
University of Missouri-Columbia
BS, Accountancy
Elena Bianco Elena Bianco's Touche Ross Experience January 1987 - January 1988
Job Director at MetLife Auto & Home
Industry Insurance
Experience
MetLife Auto & Home January 2006 - Present
MetLife Auto & Home January 1988 - January 2006
Touche Ross January 1987 - January 1988
Skills
Product Management, Product Planning, Training/Mentoring, Strategic Planning, Strategy Development, Market Identification, Analysis, Budgets, Management, Marketing Research, Strategy, Process Improvement
Education
University of Rhode Island 1983 — 1987
Bachelor of Science, Accounting
MetLife Auto & Home January 2006 - Present
MetLife Auto & Home January 1988 - January 2006
Touche Ross January 1987 - January 1988
Skills
Product Management, Product Planning, Training/Mentoring, Strategic Planning, Strategy Development, Market Identification, Analysis, Budgets, Management, Marketing Research, Strategy, Process Improvement
Education
University of Rhode Island 1983 — 1987
Bachelor of Science, Accounting
Michael Machinski Michael Machinski's Touche Ross Experience June 1972 - 1980
Job Broker/Sales Representative at Weichert, Realtors
Industry Real Estate
Experience
Weichert, Realtors January 1995 - Present
Russell Reynolds Associates January 1981 - December 1994
Touche Ross June 1972 - 1980
Skills
Townhomes, Sellers, Listings, Relocation, First Time Home Buyers, Condos, Referrals, Single Family Homes, Short Sales, Buyer Representation, Luxury, Rentals, New Home Sales, Real Estate, Investment Properties, Selling, Residential Homes, Foreclosures, Home Staging, REO, Move Up Buyers, Buyers, Real Estate Transactions, ABR, New Homes, Seller Representation, Real Property, Relocation Buyers, Listing Homes, Seniors, Investors, Sales
Education
University of Scranton 1968 — 1972
BS Accounting, Cum Laude
South Scranton Central Catholic H.S.
Weichert, Realtors January 1995 - Present
Russell Reynolds Associates January 1981 - December 1994
Touche Ross June 1972 - 1980
Skills
Townhomes, Sellers, Listings, Relocation, First Time Home Buyers, Condos, Referrals, Single Family Homes, Short Sales, Buyer Representation, Luxury, Rentals, New Home Sales, Real Estate, Investment Properties, Selling, Residential Homes, Foreclosures, Home Staging, REO, Move Up Buyers, Buyers, Real Estate Transactions, ABR, New Homes, Seller Representation, Real Property, Relocation Buyers, Listing Homes, Seniors, Investors, Sales
Education
University of Scranton 1968 — 1972
BS Accounting, Cum Laude
South Scranton Central Catholic H.S.
Fred Mercer Fred Mercer's Touche Ross Experience June 1980 - September 1982
Job VPFinance at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt October 2010 - Present
Aon 1995 - Present
Marion Bass Securities September 1982 - September 1994
Touche Ross June 1980 - September 1982
Skills
CMA, Financial Analysis, Mergers, Accounting, Employee Benefits, Risk Management, Process Improvement, Strategic Financial..., Insurance, Valuation, Corporate Finance, Change Management, Budgets, Mergers & Acquisitions, Business Analysis, Strategy, Internal Controls, Financial Modeling, Forecasting, Financial Reporting, Finance, Managerial Finance, Sarbanes-Oxley Act, Acquisition Integration, Executive Management, Variance Analysis, US GAAP, GAAP, Due Diligence, Consolidation, Financial Services, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1980
BSBA, Business Administration, Accounting
Aon Hewitt October 2010 - Present
Aon 1995 - Present
Marion Bass Securities September 1982 - September 1994
Touche Ross June 1980 - September 1982
Skills
CMA, Financial Analysis, Mergers, Accounting, Employee Benefits, Risk Management, Process Improvement, Strategic Financial..., Insurance, Valuation, Corporate Finance, Change Management, Budgets, Mergers & Acquisitions, Business Analysis, Strategy, Internal Controls, Financial Modeling, Forecasting, Financial Reporting, Finance, Managerial Finance, Sarbanes-Oxley Act, Acquisition Integration, Executive Management, Variance Analysis, US GAAP, GAAP, Due Diligence, Consolidation, Financial Services, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1980
BSBA, Business Administration, Accounting
Steve Point Steve Point's Touche Ross Experience 1984 - 1988
Job Senior Portfolio Manager at Dillon Capital Management, LLC
Industry Financial Services
Experience
Dillon Capital Management, LLC April 2012 - Present
Buhl Lake Group & Point Financial Consulting January 2009 - April 2012
Glenmede Investment Management 1993 - 2009
Fannie Mae 1988 - 1993
Touche Ross 1984 - 1988
Skills
Portfolio Management, Financial Modeling, Risk Management, Asset Allocation, Performance Attribution, Investments, Fixed Income, Derivatives, Trading, MBS, Asset Management, Bloomberg, Microsoft Excel, Axys, Foreign Currency, FX Hedging, Interest Rate Hedging, Visual Basic, Asset Managment, Strategy, Equity Research, Capital Markets, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Hedging, Investment Advisory, Finance, Equities, Options, Financial Risk, Strategic Financial..., Retirement Planning, ETFs, Investment Strategies, Wealth Management..., Bonds, Wealth Management, Securities, Series 7, Series 63, Investment Management, Valuation, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, International Finance
University of Virginia 1976 — 1980
BA, Economics
Dillon Capital Management, LLC April 2012 - Present
Buhl Lake Group & Point Financial Consulting January 2009 - April 2012
Glenmede Investment Management 1993 - 2009
Fannie Mae 1988 - 1993
Touche Ross 1984 - 1988
Skills
Portfolio Management, Financial Modeling, Risk Management, Asset Allocation, Performance Attribution, Investments, Fixed Income, Derivatives, Trading, MBS, Asset Management, Bloomberg, Microsoft Excel, Axys, Foreign Currency, FX Hedging, Interest Rate Hedging, Visual Basic, Asset Managment, Strategy, Equity Research, Capital Markets, Alternative Investments, Mutual Funds, Financial Services, Hedge Funds, Hedging, Investment Advisory, Finance, Equities, Options, Financial Risk, Strategic Financial..., Retirement Planning, ETFs, Investment Strategies, Wealth Management..., Bonds, Wealth Management, Securities, Series 7, Series 63, Investment Management, Valuation, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, International Finance
University of Virginia 1976 — 1980
BA, Economics
Jack Bleet Jack Bleet's Touche Ross Experience 1979 - 1980
Job VP of Finance and Administrative Services at Vein Clinic PA
Industry Medical Devices
Experience
Vein Clinic PA 2011 - Present
Arobella Medical 2006 - 2011
Brents Signs and Displays 1997 - 2005
Saliterman, Ltd. 1985 - 1997
James VanderGriend, Ltd. 1980 - 1985
Touche Ross 1979 - 1980
Goldfine, Silverman, Ltd. 1978 - 1979
Manufacturers Life Insurance 1976 - 1978
Education
University of Minnesota-Twin Cities 1978 — 1979
Certified Public Accounting Coursework
University of Manitoba 1974 — 1976
M.S., Actuarial Mathematics
University of Manitoba 1971 — 1974
B.S., Microbiology
Vein Clinic PA 2011 - Present
Arobella Medical 2006 - 2011
Brents Signs and Displays 1997 - 2005
Saliterman, Ltd. 1985 - 1997
James VanderGriend, Ltd. 1980 - 1985
Touche Ross 1979 - 1980
Goldfine, Silverman, Ltd. 1978 - 1979
Manufacturers Life Insurance 1976 - 1978
Education
University of Minnesota-Twin Cities 1978 — 1979
Certified Public Accounting Coursework
University of Manitoba 1974 — 1976
M.S., Actuarial Mathematics
University of Manitoba 1971 — 1974
B.S., Microbiology
Jeff Morella Jeff Morella's Touche Ross Experience August 1987 - September 1989
Job Managing Partner
Industry Law Practice
Experience
The Complete Captive Solution, LLC March 2012 - Present
Morella & Associates, A Professional Corporation July 1991 - Present
Lighthouse Business Advisors, LLC February 2009 - December 2011
Gefsky & Lehman, PC September 1989 - July 1991
Touche Ross August 1987 - September 1989
Skills
Estate Planning, Commercial Litigation, Mergers, Business Formation, Business Transactions, Non-compete Agreements, Captive Insurance..., Corporate Law, Captives, Trusts, Product Liability, Intellectual Property, Mergers & Acquisitions, Trade Secrets, Mediation, LLC, Tax, Legal Writing, Legal Research, Bankruptcy, Business Litigation, Estate Administration, Litigation, Due Diligence
Education
University of Pittsburgh School of Law 1984 — 1987
J.D., Law
University of Pittsburgh 1980 — 1983
BA, Speech, Rhetoric and Communications
The Complete Captive Solution, LLC March 2012 - Present
Morella & Associates, A Professional Corporation July 1991 - Present
Lighthouse Business Advisors, LLC February 2009 - December 2011
Gefsky & Lehman, PC September 1989 - July 1991
Touche Ross August 1987 - September 1989
Skills
Estate Planning, Commercial Litigation, Mergers, Business Formation, Business Transactions, Non-compete Agreements, Captive Insurance..., Corporate Law, Captives, Trusts, Product Liability, Intellectual Property, Mergers & Acquisitions, Trade Secrets, Mediation, LLC, Tax, Legal Writing, Legal Research, Bankruptcy, Business Litigation, Estate Administration, Litigation, Due Diligence
Education
University of Pittsburgh School of Law 1984 — 1987
J.D., Law
University of Pittsburgh 1980 — 1983
BA, Speech, Rhetoric and Communications
Elaine Charles Elaine Charles's Touche Ross Experience January 1984 - December 1989
Job President at Anova Health Inc
Industry Health, Wellness and Fitness
Experience
Anova Health September 2009 - Present
Innegrity LLC February 2009 - September 2009
Milliken & Company November 2007 - February 2009
Jacob Holm Industries America January 2005 - February 2007
TestAmerica January 2003 - December 2004
Natural Wellness March 1999 - December 2002
Natural Wellness January 1991 - February 1999
Sleep Number by Select Comfort January 1990 - December 1990
Touche Ross January 1984 - December 1989
Skills
Healthcare, Wellness, Lifestyle, Holistic Health, Alternative Medicine, Small Business, Corporations, Finance, Financial Reporting, Strategic Planning, Human Resources, CPA, QuickBooks, SAP, Team Management, Management, Social Media, Digital Marketing, Start-ups, Finance Consulting, IT Management, Budget Process, Budget Monitoring, Problem Analysis, Problem Solving, Consulting, Fitness, Forecasting, Internal Controls, Leadership, Marketing, Nonprofits, Nutrition, Pain Management, Payroll, Process Improvement, Sales, Software Documentation, Strategic Financial..., Stress, Supplements, Tax, Team Building, Training
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachleor of Applied Sudies in Accounting, Accounting
Anova Health September 2009 - Present
Innegrity LLC February 2009 - September 2009
Milliken & Company November 2007 - February 2009
Jacob Holm Industries America January 2005 - February 2007
TestAmerica January 2003 - December 2004
Natural Wellness March 1999 - December 2002
Natural Wellness January 1991 - February 1999
Sleep Number by Select Comfort January 1990 - December 1990
Touche Ross January 1984 - December 1989
Skills
Healthcare, Wellness, Lifestyle, Holistic Health, Alternative Medicine, Small Business, Corporations, Finance, Financial Reporting, Strategic Planning, Human Resources, CPA, QuickBooks, SAP, Team Management, Management, Social Media, Digital Marketing, Start-ups, Finance Consulting, IT Management, Budget Process, Budget Monitoring, Problem Analysis, Problem Solving, Consulting, Fitness, Forecasting, Internal Controls, Leadership, Marketing, Nonprofits, Nutrition, Pain Management, Payroll, Process Improvement, Sales, Software Documentation, Strategic Financial..., Stress, Supplements, Tax, Team Building, Training
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachleor of Applied Sudies in Accounting, Accounting
Terry Woodley Terry Woodley's Touche Ross Experience July 1988 - July 1992
Job Vice President & Chief Operating Officer, Woodley Building Maintenance
Industry Facilities Services
Experience
Woodley Building Maintenance January 1997 - Present
Tier One Property Services LLC July 2011 - Present
Heart of America Conference 2012 - Present
Football Referee 2006 - Present
SkillPath Seminars July 1992 - January 1997
Touche Ross July 1988 - July 1992
Skills
Facilities Management, Organizational..., Operations Management, Contract Negotiation, Team Building, Contract Management, Strategic Planning, New Business Development, Budgets, Negotiation, Customer Service, Process Scheduler, Property Management, Business Strategy, Leadership, Management, Account Management, Facilities Operations, Customer Satisfaction, Project Management, Microsoft Office, Training, Project Planning, Inventory Management, Sales Management, Small Business, Coaching, Building Maintenance, Team Leadership, Recruiting, Business Development, Procurement, Sales, Process Improvement, Business Planning, Income Statement, P&L, Purchasing, Performance Management, Forecasting, P&L Management, Executive Management, Supervisory Skills, Sales Operations
Education
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Accountancy
Raytown High School 1981 — 1984
Woodley Building Maintenance January 1997 - Present
Tier One Property Services LLC July 2011 - Present
Heart of America Conference 2012 - Present
Football Referee 2006 - Present
SkillPath Seminars July 1992 - January 1997
Touche Ross July 1988 - July 1992
Skills
Facilities Management, Organizational..., Operations Management, Contract Negotiation, Team Building, Contract Management, Strategic Planning, New Business Development, Budgets, Negotiation, Customer Service, Process Scheduler, Property Management, Business Strategy, Leadership, Management, Account Management, Facilities Operations, Customer Satisfaction, Project Management, Microsoft Office, Training, Project Planning, Inventory Management, Sales Management, Small Business, Coaching, Building Maintenance, Team Leadership, Recruiting, Business Development, Procurement, Sales, Process Improvement, Business Planning, Income Statement, P&L, Purchasing, Performance Management, Forecasting, P&L Management, Executive Management, Supervisory Skills, Sales Operations
Education
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Accountancy
Raytown High School 1981 — 1984
Brenda Orlando Brenda Orlando's Touche Ross Experience 1983 - 1986
Job President at Brenda M Orlando CPA, PC
Industry Financial Services
Experience
Brenda M Orlando CPA PC PresidentBrenda M Orlando CPA, PCMarch 1999 - Present
Touche Ross 1983 - 1986
Skills
Litigation Support, Forensic Accounting, Business Valuation, CPA, Fraud, Mediation, Corporate Governance, Tax Preparation, Accounting, Due Diligence, Expert Witness, Estate Tax Planning, Civil Litigation, Tax, Corporate Tax, Commercial Litigation, Dispute, Estate Planning, Finance, Financial Planners, Financial Reporting, Income Tax, Mergers, Small Business, Strategic Financial..., Tax Research, Trusts
Education
University of Michigan-Dearborn 1979 — 1983
BSA, Accounting
Brenda M Orlando CPA PC PresidentBrenda M Orlando CPA, PCMarch 1999 - Present
Touche Ross 1983 - 1986
Skills
Litigation Support, Forensic Accounting, Business Valuation, CPA, Fraud, Mediation, Corporate Governance, Tax Preparation, Accounting, Due Diligence, Expert Witness, Estate Tax Planning, Civil Litigation, Tax, Corporate Tax, Commercial Litigation, Dispute, Estate Planning, Finance, Financial Planners, Financial Reporting, Income Tax, Mergers, Small Business, Strategic Financial..., Tax Research, Trusts
Education
University of Michigan-Dearborn 1979 — 1983
BSA, Accounting
Bennett E. Shifman CPA Bennett E. Shifman CPA's Touche Ross Experience September 1973 - September 1976
Job Tax Director Sassoon & Cymrot, LLP
Industry Accounting
Experience
Sassoon and Cymrot LLP January 2014 - Present
Bennett E. Shifman CPA, LLC January 1998 - December 2013
Two CPA Firms January 1980 - December 1997
Grossman Company, Inc. 1976 - 1979
Touche Ross September 1973 - September 1976
Skills
Tax, Budgets, Business Advisor, Real Estate, Mergers & Acquisitions, Small Business, Corporate Tax, Tax Preparation, Income Tax, Tax Accounting, QuickBooks, Tax Returns, Bookkeeping, LLC, Financial Statements, Estate Tax Planning
Education
Babson College Wellesley, MA 1982 — 1983
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Massachusetts Lowell 1978 — 1982
Bachelor of Business Administration (BBA), Accounting and Business/Management
Newton North High School 1974 — 1978
Sassoon and Cymrot LLP January 2014 - Present
Bennett E. Shifman CPA, LLC January 1998 - December 2013
Two CPA Firms January 1980 - December 1997
Grossman Company, Inc. 1976 - 1979
Touche Ross September 1973 - September 1976
Skills
Tax, Budgets, Business Advisor, Real Estate, Mergers & Acquisitions, Small Business, Corporate Tax, Tax Preparation, Income Tax, Tax Accounting, QuickBooks, Tax Returns, Bookkeeping, LLC, Financial Statements, Estate Tax Planning
Education
Babson College Wellesley, MA 1982 — 1983
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Massachusetts Lowell 1978 — 1982
Bachelor of Business Administration (BBA), Accounting and Business/Management
Newton North High School 1974 — 1978
Elizabeth Vaughn Phillips Elizabeth Vaughn Phillips's Touche Ross Experience 1986 - 1987
Job Managing Counsel, retired Shell Oil Company
Industry Oil & Energy
Experience
Shell Oil Company February 1991 - September 2012
Powell Goldstein LLP 1987 - 1991
Touche Ross 1986 - 1987
ConocoPhillips 1980 - 1982
Skills
Management, Employee Benefits, Pension Systems, Executive Compensation..., Stock Plans, Health Plan Operations, Welfare Plans, Severance, Employment Law, Labor Relations, Data Privacy, Fiduciary Management, Corporate Governance
Education
Corpus Christi State University
Master of Business Administration (MBA) and Bachelor of Arts (BA) summa cum laude
University of Minnesota Law School
Doctor of Law (JD) with honors
Shell Oil Company February 1991 - September 2012
Powell Goldstein LLP 1987 - 1991
Touche Ross 1986 - 1987
ConocoPhillips 1980 - 1982
Skills
Management, Employee Benefits, Pension Systems, Executive Compensation..., Stock Plans, Health Plan Operations, Welfare Plans, Severance, Employment Law, Labor Relations, Data Privacy, Fiduciary Management, Corporate Governance
Education
Corpus Christi State University
Master of Business Administration (MBA) and Bachelor of Arts (BA) summa cum laude
University of Minnesota Law School
Doctor of Law (JD) with honors
Herb Sandy Herb Sandy's Touche Ross Experience 1977 - 1983
Job IT Manager at Meyer Decorative Surfaces
Industry Building Materials
Experience
Meyer Decorative Surfaces 1985 - Present
KPMG Peat Marwick 1983 - 1985
Touche Ross 1977 - 1983
Skills
SOX, IT Audit, Accounting, Citrix Metaframe, Terminal Services, EDI, Windows Server, Active Directory, Sarbanes-Oxley Act, ProvideX, BBx, Purchasing, Forecasting, General Ledger
Education
University of Mississippi 1973 — 1977
B.B.A., Accountancy
CHS
Meyer Decorative Surfaces 1985 - Present
KPMG Peat Marwick 1983 - 1985
Touche Ross 1977 - 1983
Skills
SOX, IT Audit, Accounting, Citrix Metaframe, Terminal Services, EDI, Windows Server, Active Directory, Sarbanes-Oxley Act, ProvideX, BBx, Purchasing, Forecasting, General Ledger
Education
University of Mississippi 1973 — 1977
B.B.A., Accountancy
CHS
Jeff Jackson, CPA's Touche Ross Experience June 1987 - May 1989
Job Member at Jeffrey L. Jackson, CPA LLC
Industry Accounting
Experience
Jeffrey L. Jackson, CPA LLC Outside Financial & IT ConsultantMarietta DodgeMarch 2005 - October 2008
Dixon Hughes PLLC January 2006 - May 2008
Cherokee Ford Auto Group May 2003 - March 2005
Lee Moore Oil Company January 1998 - April 2001
Hendrick Automotive Group May 1989 - May 1995
Touche Ross June 1987 - May 1989
Skills
Excel, FoxPro, Accounting, Quickbooks, Financial Reporting, Audit, Auditing, Tax, Mergers, Payroll, Financial Analysis, Accounts Receivable, Financial Accounting, Financial Management, Forecasting, Small Business, Start-ups, Business Planning
Education
University of North Carolina at Chapel Hill 1983 — 1987
BS, Accounting / Business Administration
Jeffrey L. Jackson, CPA LLC Outside Financial & IT ConsultantMarietta DodgeMarch 2005 - October 2008
Dixon Hughes PLLC January 2006 - May 2008
Cherokee Ford Auto Group May 2003 - March 2005
Lee Moore Oil Company January 1998 - April 2001
Hendrick Automotive Group May 1989 - May 1995
Touche Ross June 1987 - May 1989
Skills
Excel, FoxPro, Accounting, Quickbooks, Financial Reporting, Audit, Auditing, Tax, Mergers, Payroll, Financial Analysis, Accounts Receivable, Financial Accounting, Financial Management, Forecasting, Small Business, Start-ups, Business Planning
Education
University of North Carolina at Chapel Hill 1983 — 1987
BS, Accounting / Business Administration
Kathy Naugle Kathy Naugle's Touche Ross Experience October 1980 - April 1988
Job Manager, Instructional Design
Industry Restaurants
Experience
DineEquity, Inc. June 2001 - Present
Aventis (Marion Labs) April 1988 - December 2000
Marion Laboratories / Marion Merrell Dow / Hoechst Marion Roussel / Aventis 1988 - 2000
Hoechst Marion Roussel 1987 - 2000
Touche Ross October 1980 - April 1988
Education
University of Nebraska at Kearney 1976 — 1978
Bachelor of Science, Journalism
University of Nebraska-Lincoln 1974 — 1976
DineEquity, Inc. June 2001 - Present
Aventis (Marion Labs) April 1988 - December 2000
Marion Laboratories / Marion Merrell Dow / Hoechst Marion Roussel / Aventis 1988 - 2000
Hoechst Marion Roussel 1987 - 2000
Touche Ross October 1980 - April 1988
Education
University of Nebraska at Kearney 1976 — 1978
Bachelor of Science, Journalism
University of Nebraska-Lincoln 1974 — 1976
Ivor ALEX Ivor ALEX's Touche Ross Experience September 1982 - August 1986
Job Owner, Norman Alex
Industry Staffing and Recruiting
Experience
Norman Alex July 1998 - Present
Monaco Business Society January 2012 - Present
Robert Half France (ex Norman Parsons) September 1989 - January 1998
Michael Page France September 1986 - August 1989
Touche Ross September 1982 - August 1986
Skills
Recruiting, Corporate Finance, Finance, Private Equity, Training, Management Consulting, Asset Management, Private Banking, Financial Services, Wealth Management, Investment Banking, Asset Managment, Executive Coaching, Executive Search, Accounting, Tax, Career Development, Commodity Markets, Trade Finance, Oil & Gas Industry, Fiduciary Services, Trust Services, Bank Mergers, Remuneration advice, Legal, Strategy, Business Development, Entrepreneurship, Capital Markets, Management, Coaching, Business Strategy, Advice, Investments, Start-ups, Mergers & Acquisitions, New Business Development, Banking, Executive Management, French, Venture Capital, Portfolio Management, Restructuring, Technical Recruiting, Trading, Contract Recruitment, HR Consulting, Commodity, Proactive self-starter, cage fighting
Education
University of Oxford 1978 — 1982
Master in Modern Languages, Merton College, French & Russian
Manchester Grammar School 1970 — 1978
Norman Alex July 1998 - Present
Monaco Business Society January 2012 - Present
Robert Half France (ex Norman Parsons) September 1989 - January 1998
Michael Page France September 1986 - August 1989
Touche Ross September 1982 - August 1986
Skills
Recruiting, Corporate Finance, Finance, Private Equity, Training, Management Consulting, Asset Management, Private Banking, Financial Services, Wealth Management, Investment Banking, Asset Managment, Executive Coaching, Executive Search, Accounting, Tax, Career Development, Commodity Markets, Trade Finance, Oil & Gas Industry, Fiduciary Services, Trust Services, Bank Mergers, Remuneration advice, Legal, Strategy, Business Development, Entrepreneurship, Capital Markets, Management, Coaching, Business Strategy, Advice, Investments, Start-ups, Mergers & Acquisitions, New Business Development, Banking, Executive Management, French, Venture Capital, Portfolio Management, Restructuring, Technical Recruiting, Trading, Contract Recruitment, HR Consulting, Commodity, Proactive self-starter, cage fighting
Education
University of Oxford 1978 — 1982
Master in Modern Languages, Merton College, French & Russian
Manchester Grammar School 1970 — 1978
Raymond Benitez Raymond Benitez's Touche Ross Experience 1994 - 1998
Job Senior Vice President at Arthur Andersen
Industry Accounting
Experience
Arthur Andersen 2003 - Present
Coopers & Lybrand 1999 - 2002
Touche Ross 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MS, Economics, Business
Univerzitet u Sarajevu 1988 — 1992
BS, Economics
Arthur Andersen 2003 - Present
Coopers & Lybrand 1999 - 2002
Touche Ross 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MS, Economics, Business
Univerzitet u Sarajevu 1988 — 1992
BS, Economics
Matt Crow Matt Crow's Touche Ross Experience 1988 - 1989
Job President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital August 2009 - Present
Mercer Capital 2002 - 2009
Mercer Capital 1998 - 2002
Mercer Capital 1996 - 1998
Mercer Capital 1994 - 1996
Touche Ross 1988 - 1989
Skills
Portfolio Management, Business Valuation, Financial Reporting, Investment Banking, Valuation, Tax, Strategic Planning, Finance, Asset Managment, Purchase Price..., Asset Management, Intangible Assets
Education
University of North Carolina at Chapel Hill 1991 — 1993
MA
Vanderbilt University 1987 — 1991
Bachelor's degree
Mercer Capital August 2009 - Present
Mercer Capital 2002 - 2009
Mercer Capital 1998 - 2002
Mercer Capital 1996 - 1998
Mercer Capital 1994 - 1996
Touche Ross 1988 - 1989
Skills
Portfolio Management, Business Valuation, Financial Reporting, Investment Banking, Valuation, Tax, Strategic Planning, Finance, Asset Managment, Purchase Price..., Asset Management, Intangible Assets
Education
University of North Carolina at Chapel Hill 1991 — 1993
MA
Vanderbilt University 1987 — 1991
Bachelor's degree
John Rodsett's Touche Ross Experience 1986 - 1986
Job Speaker ; Media Producer ; Book Author ; University Lecturer.
Industry Entertainment
Experience
Speaker; Media Producer ; Book author; Career consultant 2008 - Present
Blue Mountain Media 1987 - 2015
University of Washington, Bothell 2008 - 2010
University of Miami,Business school 2006 - 2008
University of Miami 2005 - 2007
Media Vision / IQ Entertainment Inc. 1987 - 2005
Touche Ross 1986 - 1986
Los Angeles Olympic Organising Committee 1983 - 1984
20th Century Fox Film 1979 - 1983
Touche Ross 1974 - 1979
Skills
Teaching, Social Media, Marketing, Entertainment, Public Speaking, Social Media Marketing, Entrepreneurship, Film, Storytelling, Sales, Feature Films, Books, Video, Research, Video Production, Time Management, Television, Public Relations, Editing, Advertising, Screenwriting, Producing, Online Marketing, Social Networking, Documentaries, Video Editing, Online Advertising, Commercials, Acting, Short Films, Fashion, Photoshop, Publishing, Film Finance, Digital Marketing, Film Distribution, Originality, New Concepts, Fresh Ideas, New Media, Creative Writing, Content Strategy, Management, Published Author, Film Production, Career Counseling, Career Development..., Career Management, Career Education, Career Assessment
Education
Old Dominion University 2003 — 2004
Masters, Science
University of Nottingham
BA, Industrial Economics
Speaker; Media Producer ; Book author; Career consultant 2008 - Present
Blue Mountain Media 1987 - 2015
University of Washington, Bothell 2008 - 2010
University of Miami,Business school 2006 - 2008
University of Miami 2005 - 2007
Media Vision / IQ Entertainment Inc. 1987 - 2005
Touche Ross 1986 - 1986
Los Angeles Olympic Organising Committee 1983 - 1984
20th Century Fox Film 1979 - 1983
Touche Ross 1974 - 1979
Skills
Teaching, Social Media, Marketing, Entertainment, Public Speaking, Social Media Marketing, Entrepreneurship, Film, Storytelling, Sales, Feature Films, Books, Video, Research, Video Production, Time Management, Television, Public Relations, Editing, Advertising, Screenwriting, Producing, Online Marketing, Social Networking, Documentaries, Video Editing, Online Advertising, Commercials, Acting, Short Films, Fashion, Photoshop, Publishing, Film Finance, Digital Marketing, Film Distribution, Originality, New Concepts, Fresh Ideas, New Media, Creative Writing, Content Strategy, Management, Published Author, Film Production, Career Counseling, Career Development..., Career Management, Career Education, Career Assessment
Education
Old Dominion University 2003 — 2004
Masters, Science
University of Nottingham
BA, Industrial Economics
Greg Geisler Greg Geisler's Touche Ross Experience November 1987 - August 1989
Job Professor at University of Missouri St. Louis
Industry Higher Education
Experience
University of Missouri - St. Louis August 2002 - Present
Georgia State University August 1995 - July 2001
Touche Ross November 1987 - August 1989
Skills
Tax, Income Tax, Retirement Planning, IRAs, Roth IRA
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1995
PhD, Business
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA
University of Notre Dame - Mendoza College of Business 1980 — 1984
Bachelor's, Accounting
University of Missouri-Saint Louis
University of Missouri - St. Louis August 2002 - Present
Georgia State University August 1995 - July 2001
Touche Ross November 1987 - August 1989
Skills
Tax, Income Tax, Retirement Planning, IRAs, Roth IRA
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1995
PhD, Business
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA
University of Notre Dame - Mendoza College of Business 1980 — 1984
Bachelor's, Accounting
University of Missouri-Saint Louis
Arthur Cohen Arthur Cohen's Touche Ross Experience 1977 - 1981
Job Founder and National Managing Partner at CSuite Financial Partners
Industry Staffing and Recruiting
Experience
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - May 2015
Tatum LLC January 2006 - June 2011
Tatum LLC January 2003 - February 2006
ATC Distribution Group 2001 - 2002
Touche Ross 1977 - 1981
Skills
Hyperion Enterprise, Managerial Finance, Mergers, Operations Management, Training, Management, Strategy, Finance, Corporate Finance, Business Development, Executive Management, Leadership, Cash Management, Consolidation, SEC filings, US GAAP, Financial Analysis, Recruiting, Acquisition Integration, Financial Reporting, Revenue Recognition, GAAP, Tax, Budgets, Auditing, Cost Accounting, Cash Flow, Private Equity, Executive Search, Business Planning, Human Resources, CPA, Mergers & Acquisitions, Forecasting, Integration, Due Diligence, Restructuring, Treasury Management, Financial Modeling, Internal Audit, Accounting, Marketing, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1975 — 1976
MBA, Business
University of Oklahoma 1970 — 1974
BBA, Business
CSuite Financial Partners June 2015 - Present
Hardesty, LLC June 2011 - May 2015
Tatum LLC January 2006 - June 2011
Tatum LLC January 2003 - February 2006
ATC Distribution Group 2001 - 2002
Touche Ross 1977 - 1981
Skills
Hyperion Enterprise, Managerial Finance, Mergers, Operations Management, Training, Management, Strategy, Finance, Corporate Finance, Business Development, Executive Management, Leadership, Cash Management, Consolidation, SEC filings, US GAAP, Financial Analysis, Recruiting, Acquisition Integration, Financial Reporting, Revenue Recognition, GAAP, Tax, Budgets, Auditing, Cost Accounting, Cash Flow, Private Equity, Executive Search, Business Planning, Human Resources, CPA, Mergers & Acquisitions, Forecasting, Integration, Due Diligence, Restructuring, Treasury Management, Financial Modeling, Internal Audit, Accounting, Marketing, Process Improvement
Education
Washington University in St. Louis - Olin Business School 1975 — 1976
MBA, Business
University of Oklahoma 1970 — 1974
BBA, Business
Janet Dotson's Touche Ross Experience January 1984 - April 1986
Job Administrator at Duplass Zwain Bourgeois Pfister & Weinstock APLC
Industry Legal Services
Experience
Stone Pigman Walther Wittmann, LLC September 2011 - April 2013
Duplass Zwain Bourgeois Pfister & Weinstock, APLC March 2006 - September 2011
Fowler Rodriguez Valdes-Fauli December 2004 - February 2006
InTouch Business Consultants August 2001 - November 2004
LaPorte, Sehrt, Romig & Hand January 2000 - August 2001
Barrios Kingsdorf & Casteix, LLP June 1996 - December 1999
First Commerce Corporation November 1987 - April 1994
K & B Drugstores, Inc April 1986 - March 1987
Touche Ross January 1984 - April 1986
Skills
Accounting, Financial Reporting, Litigation Support, Legal Research, Tax, Strategic Planning, Litigation, Payroll, Human Resources, Accounts Payable, Microsoft Excel, Legal Administration, Legal Writing, Timeslips, Accounts Receivable, Civil Litigation, Employment Law, Benefits Administration, QuickBooks, Product Liability, Managerial Finance, Peachtree, Law Firms, Contract Negotiation, Westlaw, Trials
Education
University of New Orleans 1980 — 1983
BS, Accounting
Stone Pigman Walther Wittmann, LLC September 2011 - April 2013
Duplass Zwain Bourgeois Pfister & Weinstock, APLC March 2006 - September 2011
Fowler Rodriguez Valdes-Fauli December 2004 - February 2006
InTouch Business Consultants August 2001 - November 2004
LaPorte, Sehrt, Romig & Hand January 2000 - August 2001
Barrios Kingsdorf & Casteix, LLP June 1996 - December 1999
First Commerce Corporation November 1987 - April 1994
K & B Drugstores, Inc April 1986 - March 1987
Touche Ross January 1984 - April 1986
Skills
Accounting, Financial Reporting, Litigation Support, Legal Research, Tax, Strategic Planning, Litigation, Payroll, Human Resources, Accounts Payable, Microsoft Excel, Legal Administration, Legal Writing, Timeslips, Accounts Receivable, Civil Litigation, Employment Law, Benefits Administration, QuickBooks, Product Liability, Managerial Finance, Peachtree, Law Firms, Contract Negotiation, Westlaw, Trials
Education
University of New Orleans 1980 — 1983
BS, Accounting
Thomas Carnaghi Thomas Carnaghi's Touche Ross Experience 1985 - 1988
Job CFO/Financial Manager Fruehauf Companies/NuEnergy Operating
Industry Financial Services
Experience
Lochmoor Country Club September 2014 - Present
Fruehauf Companies/NuEnergy Operating Inc. January 2012 - Present
Carnaghi Investments LLC January 2003 - Present
Amurcon 2007 - 2011
Midwest Door and Window 2002 - 2007
Toll Brothers 1999 - 2002
Silverman Homes 1993 - 1999
Kojaian Properties 1988 - 1993
Touche Ross 1985 - 1988
Skills
LIHTC, Leases, Tax Credits, HUD, Affordable Housing, Real Estate, Contractors, Budgeting, Residential, Residential Homes, Property Management, Contract Negotiation, Real Estate Development, Apartments, Rentals, Real Estate Economics, Budgets, Due Diligence, Negotiation, Management, Financial Analysis
Education
Walsh College of Accountancy and Business Administration 1989 — 1992
MSF, Corporate Finance
University of Michigan 1980 — 1984
BA, Economics and Accounting
Lochmoor Country Club September 2014 - Present
Fruehauf Companies/NuEnergy Operating Inc. January 2012 - Present
Carnaghi Investments LLC January 2003 - Present
Amurcon 2007 - 2011
Midwest Door and Window 2002 - 2007
Toll Brothers 1999 - 2002
Silverman Homes 1993 - 1999
Kojaian Properties 1988 - 1993
Touche Ross 1985 - 1988
Skills
LIHTC, Leases, Tax Credits, HUD, Affordable Housing, Real Estate, Contractors, Budgeting, Residential, Residential Homes, Property Management, Contract Negotiation, Real Estate Development, Apartments, Rentals, Real Estate Economics, Budgets, Due Diligence, Negotiation, Management, Financial Analysis
Education
Walsh College of Accountancy and Business Administration 1989 — 1992
MSF, Corporate Finance
University of Michigan 1980 — 1984
BA, Economics and Accounting
Jim Schreck, CPA, CGMA Jim Schreck, CPA, CGMA's Touche Ross Experience July 1978 - February 1983
Job Finance Director Global Operations Controller
Industry Information Technology and Services
Experience
NGA Human Resources June 2010 - Present
Convergys August 1998 - June 2010
Cincinnati Bell Information Systems (CBIS) April 1987 - August 1998
Auxton Computer Enterprises (AUXCO) February 1983 - April 1987
Touche Ross July 1978 - February 1983
Skills
Finance, Financial Reporting, Managerial Finance, Mergers & Acquisitions, Outsourcing, Variance Analysis, Financial Analysis, CPA, Start-ups, Process Improvement, Sarbanes-Oxley Act, Accounting, Acquisition Integration, Financial Forecasting, Auditing, Budget Process, General Ledger, Payroll, Strategic Planning, Global Reporting, IT Financial Management, Operational Risk..., Strategic Investment, Resource Financial..., Project Finance, Business Process..., Vendor Management
Education
University of South Florida
Bachelor of Science (B.S.), Accounting
NGA Human Resources June 2010 - Present
Convergys August 1998 - June 2010
Cincinnati Bell Information Systems (CBIS) April 1987 - August 1998
Auxton Computer Enterprises (AUXCO) February 1983 - April 1987
Touche Ross July 1978 - February 1983
Skills
Finance, Financial Reporting, Managerial Finance, Mergers & Acquisitions, Outsourcing, Variance Analysis, Financial Analysis, CPA, Start-ups, Process Improvement, Sarbanes-Oxley Act, Accounting, Acquisition Integration, Financial Forecasting, Auditing, Budget Process, General Ledger, Payroll, Strategic Planning, Global Reporting, IT Financial Management, Operational Risk..., Strategic Investment, Resource Financial..., Project Finance, Business Process..., Vendor Management
Education
University of South Florida
Bachelor of Science (B.S.), Accounting
Tracy Shellabarger's Touche Ross Experience 1980 - 1987
Job Member of the Board of Directors at YMCA of Greater Fort Wayne
Industry Financial Services
Experience
Heartland Automation Solutions 2010 - Present
Turnstone 2001 - Present
YMCA of Greater Fort Wayne 2012 - Present
Community Foundation of Greater Fort Wayne 2006 - 2012
Claymont Steel 2007 - 2008
Tarpon Industries, Inc. 2006 - 2008
Steel Dynamics, Inc 1994 - 2004
Nucor Corporation 1987 - 1994
Touche Ross 1980 - 1987
Skills
Strategic Planning, Auditing, Tax, Financial Analysis, Financial Reporting, Accounting, Budgets, Mergers, Financial Modeling, Process Improvement, Forecasting, Operations Management, Business Strategy, Business Planning, Negotiation, Team Leadership, Team Building, Mergers & Acquisitions, Cash Management, Contract Negotiation, Due Diligence, Management, Managerial Finance, Risk Management, Finance, Strategic Financial..., Investments, Corporate Finance, Private Equity, Sarbanes-Oxley Act, SEC filings, Banking, Internal Controls, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Accounting
Heartland Automation Solutions 2010 - Present
Turnstone 2001 - Present
YMCA of Greater Fort Wayne 2012 - Present
Community Foundation of Greater Fort Wayne 2006 - 2012
Claymont Steel 2007 - 2008
Tarpon Industries, Inc. 2006 - 2008
Steel Dynamics, Inc 1994 - 2004
Nucor Corporation 1987 - 1994
Touche Ross 1980 - 1987
Skills
Strategic Planning, Auditing, Tax, Financial Analysis, Financial Reporting, Accounting, Budgets, Mergers, Financial Modeling, Process Improvement, Forecasting, Operations Management, Business Strategy, Business Planning, Negotiation, Team Leadership, Team Building, Mergers & Acquisitions, Cash Management, Contract Negotiation, Due Diligence, Management, Managerial Finance, Risk Management, Finance, Strategic Financial..., Investments, Corporate Finance, Private Equity, Sarbanes-Oxley Act, SEC filings, Banking, Internal Controls, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Accounting
Linda Republicano Linda Republicano's Touche Ross Experience 1984 - 1987
Job Office Administrator at Carlson Calladine & Peterson
Industry Law Practice
Experience
Carlson Calladine & Peterson August 2014 - Present
Golden Gate Chapter, Association of Legal Administrators May 2013 - Present
Bledsoe, Cathcart, Diestel, Pedersen & Treppa LLP September 2012 - August 2014
Girard Gibbs LLP January 2011 - August 2012
Premier Apartment Advisors February 2003 - January 2010
St Joseph Basilica, Alameda 1997 - 2002
Touche Ross 1984 - 1987
Skills
Microsoft Office, QuickBooks, PowerPoint, Outlook, Public Speaking, Microsoft Excel, Office Administration, Corporate Law, Employment Law, Salesforce.com, Event Planning, Benefits Administration, Technology, HR Policies, Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Financial Accounting, Office Management, Health Insurance, Commercial Insurance, Invoicing, Administrative..., Notary Public, Payroll, Bookkeeping, Administration, Budgets, PeopleSoft, Financial Analysis, Timeslips, Management, Legal Writing, Finance, Strategic Planning, Administrative...
Education
University of San Francisco 1981 — 1985
Business, Accounting
Carlson Calladine & Peterson August 2014 - Present
Golden Gate Chapter, Association of Legal Administrators May 2013 - Present
Bledsoe, Cathcart, Diestel, Pedersen & Treppa LLP September 2012 - August 2014
Girard Gibbs LLP January 2011 - August 2012
Premier Apartment Advisors February 2003 - January 2010
St Joseph Basilica, Alameda 1997 - 2002
Touche Ross 1984 - 1987
Skills
Microsoft Office, QuickBooks, PowerPoint, Outlook, Public Speaking, Microsoft Excel, Office Administration, Corporate Law, Employment Law, Salesforce.com, Event Planning, Benefits Administration, Technology, HR Policies, Accounting, Accounts Payable, Accounts Receivable, Cost Accounting, Financial Accounting, Office Management, Health Insurance, Commercial Insurance, Invoicing, Administrative..., Notary Public, Payroll, Bookkeeping, Administration, Budgets, PeopleSoft, Financial Analysis, Timeslips, Management, Legal Writing, Finance, Strategic Planning, Administrative...
Education
University of San Francisco 1981 — 1985
Business, Accounting
Tom Thirkell Tom Thirkell's Touche Ross Experience June 1983 - January 1987
Job Partner at Robert Thomas & Associates LLC
Industry Management Consulting
Experience
Robert Thomas & Associates LLC October 2010 - Present
Alternative Apparel 2011 - 2013
Value Music Concepts Inc. January 1994 - October 2010
Super Club Music Corporation May 1991 - December 1993
The Banker's Note, Inc. February 1987 - April 1991
Touche Ross June 1983 - January 1987
Skills
Financial Advisory, Merchandise/Inventory..., Financial Modeling, Business Strategy, General Ledger, Accounting, Small Business, Entrepreneurship, Enterprise Software, Auditing, Mergers & Acquisitions, Finance, US GAAP, Financial Analysis, Tax, Due Diligence, Consolidation
Education
University of South Carolina - Darla Moore School of Business 1978 — 1983
Masters, Accounting
University of South Carolina-Columbia
Robert Thomas & Associates LLC October 2010 - Present
Alternative Apparel 2011 - 2013
Value Music Concepts Inc. January 1994 - October 2010
Super Club Music Corporation May 1991 - December 1993
The Banker's Note, Inc. February 1987 - April 1991
Touche Ross June 1983 - January 1987
Skills
Financial Advisory, Merchandise/Inventory..., Financial Modeling, Business Strategy, General Ledger, Accounting, Small Business, Entrepreneurship, Enterprise Software, Auditing, Mergers & Acquisitions, Finance, US GAAP, Financial Analysis, Tax, Due Diligence, Consolidation
Education
University of South Carolina - Darla Moore School of Business 1978 — 1983
Masters, Accounting
University of South Carolina-Columbia
Brian Shuman Brian Shuman's Touche Ross Experience 1985 - 1989
Job CFO / COO at Forum Real Estate Group
Industry Real Estate
Experience
Forum Real Estate Group October 2013 - Present
Griffis Residential January 2013 - October 2013
MAB Financial Advisors June 2012 - December 2012
Carmel Partners January 2012 - June 2012
Mercy Housing June 2009 - January 2012
Mercy Housing June 2007 - June 2009
AIMCO 2000 - 2007
Beverly Oncology 1993 - 1994
The Artery Group, LLC 1988 - 1989
Touche Ross 1985 - 1989
Education
University of Maryland - Robert H. Smith School of Business 1980 — 1985
Magruder High School 1977 — 1980
Forum Real Estate Group October 2013 - Present
Griffis Residential January 2013 - October 2013
MAB Financial Advisors June 2012 - December 2012
Carmel Partners January 2012 - June 2012
Mercy Housing June 2009 - January 2012
Mercy Housing June 2007 - June 2009
AIMCO 2000 - 2007
Beverly Oncology 1993 - 1994
The Artery Group, LLC 1988 - 1989
Touche Ross 1985 - 1989
Education
University of Maryland - Robert H. Smith School of Business 1980 — 1985
Magruder High School 1977 — 1980
Kelley L. Davis, CPA Kelley L. Davis, CPA's Touche Ross Experience April 1988 - June 1990
Job Partner at Watson & Davis, PLLC
Industry Accounting
Experience
Watson & Davis, PLLC November 2012 - Present
Watson and Pelt, P.A. December 2009 - October 2012
Strayer University September 2005 - December 2008
North Carolina Wesleyan College January 2003 - June 2005
GlaxoSmithKline June 1990 - August 2001
Touche Ross April 1988 - June 1990
Touche Ross January 1986 - April 1988
Skills
Non-profits, Public Speaking, Microsoft Office, Microsoft Excel, Research, PowerPoint, Strategic Planning, Microsoft Word, Fundraising, Training, Customer Service, Outlook, Spanish, Community Outreach, Project Management, Healthcare, CPA, Event Planning, Editing, Change Management, Nonprofits, Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1989
Masters of Accounting, Taxation
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1985
B.S. Business Administration, Accounting
Watson & Davis, PLLC November 2012 - Present
Watson and Pelt, P.A. December 2009 - October 2012
Strayer University September 2005 - December 2008
North Carolina Wesleyan College January 2003 - June 2005
GlaxoSmithKline June 1990 - August 2001
Touche Ross April 1988 - June 1990
Touche Ross January 1986 - April 1988
Skills
Non-profits, Public Speaking, Microsoft Office, Microsoft Excel, Research, PowerPoint, Strategic Planning, Microsoft Word, Fundraising, Training, Customer Service, Outlook, Spanish, Community Outreach, Project Management, Healthcare, CPA, Event Planning, Editing, Change Management, Nonprofits, Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1989
Masters of Accounting, Taxation
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1985
B.S. Business Administration, Accounting
Joan Miesbauer Joan Miesbauer's Touche Ross Experience 1979 - 1983
Job at The Mosaic Company
Industry Mining & Metals
Experience
The Mosaic Company 2011 - Present
Medtronic 2005 - 2009
Metris Companies 2000 - 2005
GE Capital 1997 - 2000
Best Buy 1986 - 1997
SuperValu 1983 - 1986
Touche Ross 1979 - 1983
Education
University of Minnesota Duluth 1977 — 1979
The Mosaic Company 2011 - Present
Medtronic 2005 - 2009
Metris Companies 2000 - 2005
GE Capital 1997 - 2000
Best Buy 1986 - 1997
SuperValu 1983 - 1986
Touche Ross 1979 - 1983
Education
University of Minnesota Duluth 1977 — 1979
Jill Rundle's Touche Ross Experience 1977 - 1982
Job Editor, Network Curator, Faculty Member
Industry Think Tanks
Experience
Global Solution Networks 2013 - Present
Rundle Photography 1970 - Present
nGenera Corporation 2008 - 2011
Hebron Academy 2000 - 2008
Maine School Administrative District #44 1995 - 2005
American Skiing Company (formerly LBO Resort Enterprises) 1993 - 2001
Foote, Cone & Belding 1988 - 1993
Peugeot Motors of America 1985 - 1988
Stratton Corporation 1983 - 1985
Touche Ross 1977 - 1982
Skills
Direct Marketing, Print Production, Advertising, Photography, New Business Development, Direct Mail, Integrated Marketing, Creative Direction, Sales, Marketing, Social Media, Marketing Communications, Public Relations, Lead Generation, Digital Marketing, Strategy, Entrepreneurship, Start-ups, Digital Strategy, CRM, Email Marketing, Event Management, Market Research, Online Marketing, Blogging, Business Development, Corporate Communications
Education
University of Pennsylvania
BA, Anthropology/Archaeology
Global Solution Networks 2013 - Present
Rundle Photography 1970 - Present
nGenera Corporation 2008 - 2011
Hebron Academy 2000 - 2008
Maine School Administrative District #44 1995 - 2005
American Skiing Company (formerly LBO Resort Enterprises) 1993 - 2001
Foote, Cone & Belding 1988 - 1993
Peugeot Motors of America 1985 - 1988
Stratton Corporation 1983 - 1985
Touche Ross 1977 - 1982
Skills
Direct Marketing, Print Production, Advertising, Photography, New Business Development, Direct Mail, Integrated Marketing, Creative Direction, Sales, Marketing, Social Media, Marketing Communications, Public Relations, Lead Generation, Digital Marketing, Strategy, Entrepreneurship, Start-ups, Digital Strategy, CRM, Email Marketing, Event Management, Market Research, Online Marketing, Blogging, Business Development, Corporate Communications
Education
University of Pennsylvania
BA, Anthropology/Archaeology
Tom Massarella's Touche Ross Experience 1986 - 1990
Job Owner at Advanced PEO Solutions, LLC
Industry Accounting
Experience
Advanced PEO Solutions, LLC July 2011 - August 2015
GMF Industries, Inc. February 2009 - December 2010
Carpenter Contractors of America June 1990 - January 2009
Touche Ross 1986 - 1990
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Advanced PEO Solutions, LLC July 2011 - August 2015
GMF Industries, Inc. February 2009 - December 2010
Carpenter Contractors of America June 1990 - January 2009
Touche Ross 1986 - 1990
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Ken Darish's Touche Ross Experience 1981 - 1984
Job cfo at BBDO windsor
Industry Marketing and Advertising
Maureen Goge's Touche Ross Experience June 1983 - June 1986
Job Consultant at Resources Connection
Industry Accounting
Experience
Resources Connection November 2007 - Present
ISI 1995 - 2007
Masterfoods (Mars Inc.) 1986 - 2007
Mars 1986 - 2007
Mars Information Systems 1986 - 2007
Touche Ross June 1983 - June 1986
Education
University of Maryland College Park 1977 — 1979
Resources Connection November 2007 - Present
ISI 1995 - 2007
Masterfoods (Mars Inc.) 1986 - 2007
Mars 1986 - 2007
Mars Information Systems 1986 - 2007
Touche Ross June 1983 - June 1986
Education
University of Maryland College Park 1977 — 1979
Kristi Bizer's Touche Ross Experience 1986 - 1989
Job Finance Project Manager at Security Life
Industry Financial Services
Experience
Certes Financial Pros January 2008 - October 2011
Certes Financial Pros 2006 - 2011
First Republic Management Company August 2005 - May 2006
Allianz Life 1990 - 2005
LifeUSA Insurance Company. 1990 - 1998
NWNL Companies, Inc 1989 - 1990
Touche Ross 1986 - 1989
Skills
Insurance, Process Improvement, Strategic Financial..., Accounting, Managerial Finance, Financial Analysis, Auditing, Business Process..., Risk Management, Business Analysis, Financial Services, Project Planning, General Ledger, Analysis, Financial Reporting, Forecasting, Leadership, Budgets, Mergers & Acquisitions, Internal Audit, Finance
Education
University of Minnesota - Carlson School of Management 1990 — 1993
University of Wisconsin-Whitewater 1982 — 1986
BBA, Accounting
Certes Financial Pros January 2008 - October 2011
Certes Financial Pros 2006 - 2011
First Republic Management Company August 2005 - May 2006
Allianz Life 1990 - 2005
LifeUSA Insurance Company. 1990 - 1998
NWNL Companies, Inc 1989 - 1990
Touche Ross 1986 - 1989
Skills
Insurance, Process Improvement, Strategic Financial..., Accounting, Managerial Finance, Financial Analysis, Auditing, Business Process..., Risk Management, Business Analysis, Financial Services, Project Planning, General Ledger, Analysis, Financial Reporting, Forecasting, Leadership, Budgets, Mergers & Acquisitions, Internal Audit, Finance
Education
University of Minnesota - Carlson School of Management 1990 — 1993
University of Wisconsin-Whitewater 1982 — 1986
BBA, Accounting
John Shero's Touche Ross Experience January 1986 - May 1988
Job President at Pride PharmacyCarlisle, L.L.C.
Industry Hospital & Health Care
Experience
Pride Pharmacy-Carlisle, L.L.C. July 2011 - Present
Regal Medical August 2008 - June 2011
Langer, Inc. January 2007 - August 2008
Regal Medical, L.L.C. 1999 - 2006
Mariner Health Care 1997 - 1999
Medical Dynamics,L.L.C. 1993 - 1997
Grant Thornton January 1989 - August 1993
Touche Ross January 1986 - May 1988
Skills
CPA, Pedorthist, Budgets, Diabetes, Healthcare, Managed Care, Medicaid, Medical Devices, Medicare, New Business Development, Mergers, Sales, Strategic Planning
Education
University of Oklahoma 1980 — 1985
BBA, Accounting
Pride Pharmacy-Carlisle, L.L.C. July 2011 - Present
Regal Medical August 2008 - June 2011
Langer, Inc. January 2007 - August 2008
Regal Medical, L.L.C. 1999 - 2006
Mariner Health Care 1997 - 1999
Medical Dynamics,L.L.C. 1993 - 1997
Grant Thornton January 1989 - August 1993
Touche Ross January 1986 - May 1988
Skills
CPA, Pedorthist, Budgets, Diabetes, Healthcare, Managed Care, Medicaid, Medical Devices, Medicare, New Business Development, Mergers, Sales, Strategic Planning
Education
University of Oklahoma 1980 — 1985
BBA, Accounting
Michael Wenzlick, CPA's Touche Ross Experience 1980 - 1986
Job Vice President Fund Management at PNC Real Estate
Industry Accounting
Experience
PNC Real Estate August 2011 - Present
Approved Contractors July 2009 - August 2011
Rainier Capital Group 2006 - 2009
Pacific Security Capital 2003 - 2006
Security Properties 2000 - 2003
FINOVA Capital Corporation 1995 - 2000
Touche Ross 1980 - 1986
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Commercial Real Estate, Mergers, Finance, Investments, Asset Management, Investment Properties, Real Estate, Accounting
Education
University of Oregon 1976 — 1980
Bachelor of Science
PNC Real Estate August 2011 - Present
Approved Contractors July 2009 - August 2011
Rainier Capital Group 2006 - 2009
Pacific Security Capital 2003 - 2006
Security Properties 2000 - 2003
FINOVA Capital Corporation 1995 - 2000
Touche Ross 1980 - 1986
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Commercial Real Estate, Mergers, Finance, Investments, Asset Management, Investment Properties, Real Estate, Accounting
Education
University of Oregon 1976 — 1980
Bachelor of Science
Tommy Peters's Touche Ross Experience June 1977 - December 1981
Job President , Beale Street Blues Company
Industry Food & Beverages
Experience
BB King's Blues Clubs May 1991 - Present
Progressive Capital Investment Corporation January 1982 - December 1998
Touche Ross June 1977 - December 1981
Skills
Music Production, Event Management, Hospitality, Event Planning, Social Networking, Negotiation, Public Relations, Public Speaking, Social Media, Acting, Marketing Strategy, Advertising, Fundraising, Sales, Strategic Planning, Marketing Communications, Editing, Contract Negotiation, Team Building, Video Production, Marketing, Copywriting, Facebook, Online Marketing, Sales Management, Blogging, Email Marketing, Business Planning, Music Industry, Social Media Marketing, Entrepreneurship, Publicity, Cruise Lines, Trade Shows, Customer Service, Budgets, Training, Creative Writing, Microsoft Office, Music, DJ, Blues
Education
University of Mississippi 1973 — 1977
BS, Accounting
University of Mississippi - School of Business Administration 1973 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
University of Mississippi - School of Business Administration 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting
BB King's Blues Clubs May 1991 - Present
Progressive Capital Investment Corporation January 1982 - December 1998
Touche Ross June 1977 - December 1981
Skills
Music Production, Event Management, Hospitality, Event Planning, Social Networking, Negotiation, Public Relations, Public Speaking, Social Media, Acting, Marketing Strategy, Advertising, Fundraising, Sales, Strategic Planning, Marketing Communications, Editing, Contract Negotiation, Team Building, Video Production, Marketing, Copywriting, Facebook, Online Marketing, Sales Management, Blogging, Email Marketing, Business Planning, Music Industry, Social Media Marketing, Entrepreneurship, Publicity, Cruise Lines, Trade Shows, Customer Service, Budgets, Training, Creative Writing, Microsoft Office, Music, DJ, Blues
Education
University of Mississippi 1973 — 1977
BS, Accounting
University of Mississippi - School of Business Administration 1973 — 1977
Bachelor of Business Administration (BBA), Accounting and Finance
University of Mississippi - School of Business Administration 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting
Kevin Dunivin's Touche Ross Experience 1982 - 1985
Job CFO Real Estate One
Industry Real Estate
Experience
Real Estate One November 2007 - Present
Financial Executives International - Detroit Chapter October 1997 - Present
Financial Executives International - Detroit Chapter July 2008 - June 2009
Arrow Uniform 1993 - 2007
Phomat Reprograghics 1990 - 1992
Touche Ross 1982 - 1985
Skills
Financial Reporting, Budgets, Finance, Financial Analysis, Cash Management, Time Management, Project Planning, Forecasting, Financial Modeling, Team Building, Managerial Finance, Corporate Finance, Leadership, Strategic Planning, Accounting, Cost Accounting, Business Process..., Negotiation, Process Improvement, Mergers & Acquisitions, SEC filings, Management, Strategic Financial..., Due Diligence, Mergers, Executive Management, Business Planning, Sarbanes-Oxley Act
Education
University of Michigan-Dearborn 1980 — 1982
BBA, Business
Real Estate One November 2007 - Present
Financial Executives International - Detroit Chapter October 1997 - Present
Financial Executives International - Detroit Chapter July 2008 - June 2009
Arrow Uniform 1993 - 2007
Phomat Reprograghics 1990 - 1992
Touche Ross 1982 - 1985
Skills
Financial Reporting, Budgets, Finance, Financial Analysis, Cash Management, Time Management, Project Planning, Forecasting, Financial Modeling, Team Building, Managerial Finance, Corporate Finance, Leadership, Strategic Planning, Accounting, Cost Accounting, Business Process..., Negotiation, Process Improvement, Mergers & Acquisitions, SEC filings, Management, Strategic Financial..., Due Diligence, Mergers, Executive Management, Business Planning, Sarbanes-Oxley Act
Education
University of Michigan-Dearborn 1980 — 1982
BBA, Business
Doug Fleming's Touche Ross Experience June 1982 - November 1987
Job Chief Accounting Officer at DST Systems
Industry Accounting
Experience
DST Systems May 2014 - Present
FishNet Security February 2013 - May 2014
Smith Electric Vehicles November 2010 - February 2013
American Italian Pasta Company August 2008 - November 2010
Epiq Systems July 2003 - August 2008
Farmland Industries August 1995 - July 2003
Marion Merrell Dow November 1987 - August 1995
Touche Ross June 1982 - November 1987
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Process Improvement, Forecasting, Finance, Sarbanes-Oxley Act, Internal Controls, Financial Statements, SEC filings, Project Planning, Accounts Receivable, Cash Management, Financial Audits, Risk Management, General Ledger, Accounts Payable, Account Reconciliation, Internal Audit, Fixed Assets, Variance Analysis, Budgets, GAAP, Cost Accounting, Consolidation, Financial Accounting, Sarbanes-Oxley, SEC Filings
Education
University of Missouri-Columbia 1981 — 1982
M.A., Accounting
University of Missouri-Columbia 1977 — 1981
BSBA, Economics and Accounting
DST Systems May 2014 - Present
FishNet Security February 2013 - May 2014
Smith Electric Vehicles November 2010 - February 2013
American Italian Pasta Company August 2008 - November 2010
Epiq Systems July 2003 - August 2008
Farmland Industries August 1995 - July 2003
Marion Merrell Dow November 1987 - August 1995
Touche Ross June 1982 - November 1987
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Process Improvement, Forecasting, Finance, Sarbanes-Oxley Act, Internal Controls, Financial Statements, SEC filings, Project Planning, Accounts Receivable, Cash Management, Financial Audits, Risk Management, General Ledger, Accounts Payable, Account Reconciliation, Internal Audit, Fixed Assets, Variance Analysis, Budgets, GAAP, Cost Accounting, Consolidation, Financial Accounting, Sarbanes-Oxley, SEC Filings
Education
University of Missouri-Columbia 1981 — 1982
M.A., Accounting
University of Missouri-Columbia 1977 — 1981
BSBA, Economics and Accounting
Cynthia Joyce's Touche Ross Experience August 1982 - May 1986
Job CPA, MBT at Joyce Financial Services, LLC
Industry Financial Services
Experience
Joyce Financial Services, LLC August 2009 - Present
SML Retail Package Design June 2006 - January 2007
Retail Package Design, Inc. July 2005 - May 2006
Diageo September 1997 - June 2001
Ernst & Young January 1996 - July 1997
Cargill August 1987 - July 1988
The Pillsbury Company August 1987 - July 1988
St. Paul Companies August 1987 - May 1988
Touche Ross August 1982 - May 1986
Education
University of Minnesota - Carlson School of Management 1977 — 1982
Accounting
University of Minnesota - Carlson School of Management 1993 — 2000
Master's in Business Taxation
Joyce Financial Services, LLC August 2009 - Present
SML Retail Package Design June 2006 - January 2007
Retail Package Design, Inc. July 2005 - May 2006
Diageo September 1997 - June 2001
Ernst & Young January 1996 - July 1997
Cargill August 1987 - July 1988
The Pillsbury Company August 1987 - July 1988
St. Paul Companies August 1987 - May 1988
Touche Ross August 1982 - May 1986
Education
University of Minnesota - Carlson School of Management 1977 — 1982
Accounting
University of Minnesota - Carlson School of Management 1993 — 2000
Master's in Business Taxation
Dave Nelson, FACHE, FHFMA's Touche Ross Experience 1977 - 1979
Job CFO Western Wisconsin Division of HSHS
Industry Hospital & Health Care
Experience
Hospital Sisters Health System January 2013 - Present
SSM Health Care of Wisconsin December 2009 - January 2013
SSM - St. Mary's Health Center May 2009 - December 2009
SSM Health Care July 2008 - December 2009
SSM - St. Francis Hospital & Health Centers April 2003 - June 2009
Mercy Health System of Chicago February 2001 - June 2003
Vista Hospital Systems, Inc. December 1998 - January 2001
Aspirus 1994 - 1997
Touche Ross 1977 - 1979
Skills
Non-profits, Healthcare Management, Hospitals, Healthcare, Revenue Cycle, Process Improvement, Mergers, Healthcare Information...
Education
University of Minnesota-Twin Cities 1992 — 1995
MHA
University of Mississippi 1973 — 1977
BBA
KMHS
Hospital Sisters Health System January 2013 - Present
SSM Health Care of Wisconsin December 2009 - January 2013
SSM - St. Mary's Health Center May 2009 - December 2009
SSM Health Care July 2008 - December 2009
SSM - St. Francis Hospital & Health Centers April 2003 - June 2009
Mercy Health System of Chicago February 2001 - June 2003
Vista Hospital Systems, Inc. December 1998 - January 2001
Aspirus 1994 - 1997
Touche Ross 1977 - 1979
Skills
Non-profits, Healthcare Management, Hospitals, Healthcare, Revenue Cycle, Process Improvement, Mergers, Healthcare Information...
Education
University of Minnesota-Twin Cities 1992 — 1995
MHA
University of Mississippi 1973 — 1977
BBA
KMHS
Robert Hutchens's Touche Ross Experience 1984 - 1986
Job President & CEO at StemBioSys, Inc.
Industry Management Consulting
Experience
StemBioSys, Inc. August 2014 - Present
StemBioSys April 2013 - August 2014
Booz & Company October 2002 - March 2013
A.T. Kearney 1996 - 2002
CHANEL 1994 - 1996
Deloitte Consulting September 1988 - May 1994
Touche Ross 1984 - 1986
Skills
Acquisition Integration, Management Consulting, Corporate Development, Strategy, Start-ups, Biotechnology, Business Transformation, Management, Mergers & Acquisitions, Organizational Design, Program Management, Due Diligence, Strategic Consulting, Market Entry, Business Process..., Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
BBA, Accounting
Saline High School 1978 — 1980
Willow Run High School 1976 — 1978
StemBioSys, Inc. August 2014 - Present
StemBioSys April 2013 - August 2014
Booz & Company October 2002 - March 2013
A.T. Kearney 1996 - 2002
CHANEL 1994 - 1996
Deloitte Consulting September 1988 - May 1994
Touche Ross 1984 - 1986
Skills
Acquisition Integration, Management Consulting, Corporate Development, Strategy, Start-ups, Biotechnology, Business Transformation, Management, Mergers & Acquisitions, Organizational Design, Program Management, Due Diligence, Strategic Consulting, Market Entry, Business Process..., Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
BBA, Accounting
Saline High School 1978 — 1980
Willow Run High School 1976 — 1978
Patti Kelt's Touche Ross Experience 1984 - 1987
Job Compliance at Simple Entry LLC
Industry Accounting
Experience
Simple Entry LLC September 2013 - Present
United Way of Central Maryland May 1996 - July 2011
United Way of Northeast Florida October 1987 - April 1996
Touche Ross 1984 - 1987
Skills
Organizational..., Financial Accounting, CPA, Financial Reporting, GAAP, QuickBooks, General Ledger, Accounting, US GAAP, Auditing, Internal Controls, Financial Analysis, Income Tax, Financial Statements, Tax, Strategic Financial..., Accounts Receivable
Education
University of North Florida - College of Business Administration 1979 — 1981
BBA, Accounting
Simple Entry LLC September 2013 - Present
United Way of Central Maryland May 1996 - July 2011
United Way of Northeast Florida October 1987 - April 1996
Touche Ross 1984 - 1987
Skills
Organizational..., Financial Accounting, CPA, Financial Reporting, GAAP, QuickBooks, General Ledger, Accounting, US GAAP, Auditing, Internal Controls, Financial Analysis, Income Tax, Financial Statements, Tax, Strategic Financial..., Accounts Receivable
Education
University of North Florida - College of Business Administration 1979 — 1981
BBA, Accounting
Brian Whelan's Touche Ross Experience 1982 - 1983
Job VP Business Development
Industry Financial Services
Experience
Outpatient Services, LLC April 2015 - Present
MedSettlements June 2014 - Present
Caldera Capital August 2014 - Present
TradeRocket August 2014 - Present
Modern Dental Laboratory USA December 2012 - Present
Renasant Bank October 2007 - December 2012
Cornerstone Bank November 2005 - October 2007
Bank of North Georgia December 2002 - October 2005
Touche Ross 1982 - 1983
Skills
Financial Analysis, Commercial Lending, Mergers & Acquisitions, Credit Analysis, Banking, Finance, Commercial Banking, Due Diligence, Investments, Loans, Underwriting, Financial Reporting, Accounting, Budgets, Real Estate, Portfolio Management, Financial Modeling, Risk Management, Strategic Financial..., New Business Development, Customer Service, Sales, Executive Management, Credit Risk, Credit, Forecasting, Management, Mergers, Small Business Lending, Asset Based Lending, Strategic Planning, Asset Management, Leadership, Mortgage Lending, Business Development, Contract Negotiation
Education
University of Notre Dame 1983 — 1984
MBA, Finance
University of Notre Dame 1978 — 1982
BBA, Accounting
Outpatient Services, LLC April 2015 - Present
MedSettlements June 2014 - Present
Caldera Capital August 2014 - Present
TradeRocket August 2014 - Present
Modern Dental Laboratory USA December 2012 - Present
Renasant Bank October 2007 - December 2012
Cornerstone Bank November 2005 - October 2007
Bank of North Georgia December 2002 - October 2005
Touche Ross 1982 - 1983
Skills
Financial Analysis, Commercial Lending, Mergers & Acquisitions, Credit Analysis, Banking, Finance, Commercial Banking, Due Diligence, Investments, Loans, Underwriting, Financial Reporting, Accounting, Budgets, Real Estate, Portfolio Management, Financial Modeling, Risk Management, Strategic Financial..., New Business Development, Customer Service, Sales, Executive Management, Credit Risk, Credit, Forecasting, Management, Mergers, Small Business Lending, Asset Based Lending, Strategic Planning, Asset Management, Leadership, Mortgage Lending, Business Development, Contract Negotiation
Education
University of Notre Dame 1983 — 1984
MBA, Finance
University of Notre Dame 1978 — 1982
BBA, Accounting
Nagaswamy Ramaswamy's Touche Ross Experience 1983 - 1985
Job Director, Alternative Investments
Industry Financial Services
Experience
Merrill Lynch Bank of America October 1991 - Present
Credit Suisse First Boston 1985 - 1990
Touche Ross 1983 - 1985
Morgan Stanley 1981 - 1982
Skills
Alternative Investments, Capital Markets
Education
University of Ottawa
M. Eng.
University of Ottawa
M. Man. Sc.
Merrill Lynch Bank of America October 1991 - Present
Credit Suisse First Boston 1985 - 1990
Touche Ross 1983 - 1985
Morgan Stanley 1981 - 1982
Skills
Alternative Investments, Capital Markets
Education
University of Ottawa
M. Eng.
University of Ottawa
M. Man. Sc.
Alfred De Leo's Touche Ross Experience February 1986 - June 1988
Job Financial Services Professional
Industry Financial Services
Experience
Candlewood Investment Group, LP July 2010 - Present
Marathon Asset Management January 2000 - March 2009
Banco Santander January 1990 - December 2000
Touche Ross February 1986 - June 1988
American Express 1983 - 1985
Skills
Financial Analysis, Banking, Risk Management, Portfolio Management, Financial Modeling, Financial Services, Credit, Corporate Finance, Financial Planning, Financial Risk, Asset Management
Education
University of San Diego 1977 — 1981
ba, Business Economics
Candlewood Investment Group, LP July 2010 - Present
Marathon Asset Management January 2000 - March 2009
Banco Santander January 1990 - December 2000
Touche Ross February 1986 - June 1988
American Express 1983 - 1985
Skills
Financial Analysis, Banking, Risk Management, Portfolio Management, Financial Modeling, Financial Services, Credit, Corporate Finance, Financial Planning, Financial Risk, Asset Management
Education
University of San Diego 1977 — 1981
ba, Business Economics
Michael Mullaney's Touche Ross Experience 1979 - 1982
Job Senior Consultant at Epicor Software
Industry Information Services
Experience
Epicor Software August 2009 - Present
Stylmark, Inc 1993 - 2009
Rollerblade Inc 1991 - 1993
Hypro Corp 1983 - 1991
Northrup King 1982 - 1983
Touche Ross 1979 - 1982
Education
University of Minnesota-Twin Cities
BS, Accounting
Epicor Software August 2009 - Present
Stylmark, Inc 1993 - 2009
Rollerblade Inc 1991 - 1993
Hypro Corp 1983 - 1991
Northrup King 1982 - 1983
Touche Ross 1979 - 1982
Education
University of Minnesota-Twin Cities
BS, Accounting
Bob Delson's Touche Ross Experience 1978 - 1981
Job Chief Financial Officer at Itaberco, Inc.
Industry Consumer Goods
Experience
Itaberco, Inc. April 2013 - Present
Terrapin Stationers & Printers, Inc August 2009 - September 2012
Terrapin Stationers & Printing Co., Inc. 2009 - 2010
Honeywell International, Inc. February 2008 - April 2009
RD Consultants, Inc. 2001 - 2009
Beckerman - Investor Communications Consulting & Real Estate Fund Advisory Services 1998 - 1999
Touche Ross 1978 - 1981
Skills
Accounting, Tax, Accounts Receivable, Accounts Payable, Finance, Auditing, Financial Reporting, Internal Controls, US GAAP, Cost Accounting, SEC filings, QuickBooks
Education
Wharton School, University of Pennsylvania 1973 — 1976
Bachelor of Science (BS), Accounting
University of Pennsylvania 1972 — 1976
BS Economics, Accounting
Itaberco, Inc. April 2013 - Present
Terrapin Stationers & Printers, Inc August 2009 - September 2012
Terrapin Stationers & Printing Co., Inc. 2009 - 2010
Honeywell International, Inc. February 2008 - April 2009
RD Consultants, Inc. 2001 - 2009
Beckerman - Investor Communications Consulting & Real Estate Fund Advisory Services 1998 - 1999
Touche Ross 1978 - 1981
Skills
Accounting, Tax, Accounts Receivable, Accounts Payable, Finance, Auditing, Financial Reporting, Internal Controls, US GAAP, Cost Accounting, SEC filings, QuickBooks
Education
Wharton School, University of Pennsylvania 1973 — 1976
Bachelor of Science (BS), Accounting
University of Pennsylvania 1972 — 1976
BS Economics, Accounting
Steve DuVal, CPA's Touche Ross Experience 1978 - 1981
Job Owner at DuVal Fields CPA Group, LLC
Industry Accounting
Experience
GCS Real Estate Partnership January 1999 - Present
DuVal Fields CPA Group, PA July 1981 - Present
Touche Ross 1978 - 1981
Internal Revenue Service 1973 - 1978
Skills
Tax Returns, Bookkeeping, Quickbooks, Income Tax, Accounting, Tax, Tax Accounting, Financial Reporting, Tax Compliance, GAAP, Corporate Tax, Payroll, QuickBooks, Financial Advisory, Tax Preparation, CPA, IRS, Accounts Receivable, Financial Accounting, Auditing, Estate Planning, Sales Tax, Financial Analysis, Management, Internal Controls, Payroll Taxes, Tax Research, Managerial Finance, Due Diligence, Strategic Financial..., Budgets, Accounts Payable, Cash Management, Small Business, General Ledger, Finance
Education
University of North Florida 1976 — 1978
MBA, Accounting
University of South Florida 1970 — 1972
BA, accounting
St. Pete Junior College 1969 — 1970
AA Business, Accounting
GCS Real Estate Partnership January 1999 - Present
DuVal Fields CPA Group, PA July 1981 - Present
Touche Ross 1978 - 1981
Internal Revenue Service 1973 - 1978
Skills
Tax Returns, Bookkeeping, Quickbooks, Income Tax, Accounting, Tax, Tax Accounting, Financial Reporting, Tax Compliance, GAAP, Corporate Tax, Payroll, QuickBooks, Financial Advisory, Tax Preparation, CPA, IRS, Accounts Receivable, Financial Accounting, Auditing, Estate Planning, Sales Tax, Financial Analysis, Management, Internal Controls, Payroll Taxes, Tax Research, Managerial Finance, Due Diligence, Strategic Financial..., Budgets, Accounts Payable, Cash Management, Small Business, General Ledger, Finance
Education
University of North Florida 1976 — 1978
MBA, Accounting
University of South Florida 1970 — 1972
BA, accounting
St. Pete Junior College 1969 — 1970
AA Business, Accounting
Greg Geisler's Touche Ross Experience November 1987 - July 1989
Job Tax professor in Accounting area at University of Missouri St. Louis
Industry Higher Education
Experience
University of Missouri - St. Louis August 2002 - Present
Georgia State University August 1995 - July 2001
Touche Ross November 1987 - July 1989
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1995
PhD, Accounting
University of Missouri - St. Louis August 2002 - Present
Georgia State University August 1995 - July 2001
Touche Ross November 1987 - July 1989
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1995
PhD, Accounting
Jacqueline Hyde's Touche Ross Experience January 1986 - May 1987
Job Tax Research Specialist at American Family Insurance
Industry Telecommunications
Experience
American Family Insurance March 2015 - Present
Telephone and Data Systems™ (TDS™) October 2007 - March 2015
QBE the Americas September 2006 - July 2007
Telephone and Data Systems™ (TDS™) January 2002 - September 2006
CUNA Mutual Group September 1997 - January 2002
MSI Insurance September 1995 - September 1997
United HealthCare Corporation May 1987 - September 1995
Touche Ross January 1986 - May 1987
Skills
Tax Research, Income Tax, Tax, Sarbanes-Oxley Act, Accounting, Process Improvement, Auditing, Internal Controls, Tax Returns, Business Analysis
Education
University of Wisconsin-Milwaukee 2002 — 2006
MS, Taxation
University of Minnesota-Twin Cities 1982 — 1985
BS, Accounting
American Family Insurance March 2015 - Present
Telephone and Data Systems™ (TDS™) October 2007 - March 2015
QBE the Americas September 2006 - July 2007
Telephone and Data Systems™ (TDS™) January 2002 - September 2006
CUNA Mutual Group September 1997 - January 2002
MSI Insurance September 1995 - September 1997
United HealthCare Corporation May 1987 - September 1995
Touche Ross January 1986 - May 1987
Skills
Tax Research, Income Tax, Tax, Sarbanes-Oxley Act, Accounting, Process Improvement, Auditing, Internal Controls, Tax Returns, Business Analysis
Education
University of Wisconsin-Milwaukee 2002 — 2006
MS, Taxation
University of Minnesota-Twin Cities 1982 — 1985
BS, Accounting
Tami Seavoy's Touche Ross Experience May 1987 - February 1989
Job Attorney at Kendricks, Bordeau, Adamini, Chilman & Greenlee, P.C.
Industry Law Practice
Experience
Kendricks, Bordeau, Adamini, Chilman & Greenlee, P.C. June 1989 - Present
Touche Ross May 1987 - February 1989
Education
University of Michigan Law School 1984 — 1987
J.D.
Kendricks, Bordeau, Adamini, Chilman & Greenlee, P.C. June 1989 - Present
Touche Ross May 1987 - February 1989
Education
University of Michigan Law School 1984 — 1987
J.D.
Mark D. Adolph's Touche Ross Experience 1986 - 1989
Job Managing Member at Adolph Consulting
Industry Venture Capital & Private Equity
Experience
Adolph Consulting August 2014 - Present
Hostway Corporation 2010 - August 2014
WildBlue Communications, a LIberty Media portfolio company 2007 - 2009
Telecom Partners Private Equity Firm 1998 - 2006
Cook Inlet Communications Native American Private Equity 1993 - 1998
KPMG Los Angeles 1990 - 1993
Touche Ross 1986 - 1989
Skills
Retail, SaaS, Business Strategy, Enterprise Software, New Business Development, Negotiation, Product Management, Integration, Contract Negotiation, Management, Team Building, Business Analysis, Business Planning, Business Intelligence, Due Diligence, Executive Management, Program Management, Telecommunications, Finance, Project Management, Corporate Development, Wireless, Investments, Entrepreneurship, Consulting, Management Consulting, Mergers & Acquisitions
Education
University of San Diego School of Law 1986 — 1989
Juris Doctorate, Corporate, Tax and Finance
University of Akron 1982 — 1986
Bachelor of Science, Accounting, Cum Laude
Adolph Consulting August 2014 - Present
Hostway Corporation 2010 - August 2014
WildBlue Communications, a LIberty Media portfolio company 2007 - 2009
Telecom Partners Private Equity Firm 1998 - 2006
Cook Inlet Communications Native American Private Equity 1993 - 1998
KPMG Los Angeles 1990 - 1993
Touche Ross 1986 - 1989
Skills
Retail, SaaS, Business Strategy, Enterprise Software, New Business Development, Negotiation, Product Management, Integration, Contract Negotiation, Management, Team Building, Business Analysis, Business Planning, Business Intelligence, Due Diligence, Executive Management, Program Management, Telecommunications, Finance, Project Management, Corporate Development, Wireless, Investments, Entrepreneurship, Consulting, Management Consulting, Mergers & Acquisitions
Education
University of San Diego School of Law 1986 — 1989
Juris Doctorate, Corporate, Tax and Finance
University of Akron 1982 — 1986
Bachelor of Science, Accounting, Cum Laude
Paula Hunter's Touche Ross Experience 1985 - 1989
Job Paula K. Hunter, CPA
Industry Accounting
Experience
Paula K. Hunter, CPA July 1993 - Present
Williams Crosslin Sparks & Vaden CPA 1989 - 1993
Touche Ross 1985 - 1989
Skills
Tax Preparation, Tax Returns, Non-profits, Tax Accounting, Tax, Income Tax, Corporate Tax, Trusts, Tax Compliance, Accountants, Small Business
Education
University of North Alabama 1966 — 1969
BA, Accounting, Economics
Morgan County High 1959 — 1965
Paula K. Hunter, CPA July 1993 - Present
Williams Crosslin Sparks & Vaden CPA 1989 - 1993
Touche Ross 1985 - 1989
Skills
Tax Preparation, Tax Returns, Non-profits, Tax Accounting, Tax, Income Tax, Corporate Tax, Trusts, Tax Compliance, Accountants, Small Business
Education
University of North Alabama 1966 — 1969
BA, Accounting, Economics
Morgan County High 1959 — 1965
Jon W. Anderson, CPA's Touche Ross Experience 1981 - 1987
Job Senior Financial Officer
Industry Automotive
Experience
HHI Group Holdings, LLC 2008 - 2011
Formtech Industries, LLC 2006 - 2008
HP Pelzer Automotive Systems 2001 - 2005
GR Investment Group 1999 - 2001
Cambridge Industries, Inc. 1998 - 1999
MSP Industries Corporation 1994 - 1998
Guardian Industries 1990 - 1993
Fruehauf Corporation 1988 - 1989
Touche Ross 1981 - 1987
Education
University of Michigan-Dearborn
BBA, Accounting
HHI Group Holdings, LLC 2008 - 2011
Formtech Industries, LLC 2006 - 2008
HP Pelzer Automotive Systems 2001 - 2005
GR Investment Group 1999 - 2001
Cambridge Industries, Inc. 1998 - 1999
MSP Industries Corporation 1994 - 1998
Guardian Industries 1990 - 1993
Fruehauf Corporation 1988 - 1989
Touche Ross 1981 - 1987
Education
University of Michigan-Dearborn
BBA, Accounting
Michelle McElligott's Touche Ross Experience 1985 - 1990
Job Vice President/CFO at DeTemple Company Inc.
Industry Construction
Experience
Detemple Company Inc April 2014 - Present
Pioneer Waterproofing Company, Inc. November 2012 - April 2014
DeTemple Company Inc. February 2009 - November 2012
RGP 1998 - 2009
Oregon Ballet Theatre 1993 - 1998
Burr Pilger Mayer 1991 - 1993
Touche Ross 1985 - 1990
Touche Ross 1983 - 1985
Skills
CPA (currently inactive), Financial Reporting, Financial Analysis, Budgets, Accounting, Process Improvement, Strategic Planning, Risk Management, Internal Controls, General Ledger, GAAP, Managerial Finance, Team Building, Auditing, Business Process..., Change Management, Account Reconciliation, Management, Accounts Receivable, Accounts Payable
Education
University of Portland 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
Detemple Company Inc April 2014 - Present
Pioneer Waterproofing Company, Inc. November 2012 - April 2014
DeTemple Company Inc. February 2009 - November 2012
RGP 1998 - 2009
Oregon Ballet Theatre 1993 - 1998
Burr Pilger Mayer 1991 - 1993
Touche Ross 1985 - 1990
Touche Ross 1983 - 1985
Skills
CPA (currently inactive), Financial Reporting, Financial Analysis, Budgets, Accounting, Process Improvement, Strategic Planning, Risk Management, Internal Controls, General Ledger, GAAP, Managerial Finance, Team Building, Auditing, Business Process..., Change Management, Account Reconciliation, Management, Accounts Receivable, Accounts Payable
Education
University of Portland 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
Jean Maltais's Touche Ross Experience June 1978 - September 1986
Job
Industry Apparel & Fashion
Experience
Bata Group January 2004 - Present
Bata Group January 2000 - December 2003
Norimco, division of Bata Industries Ltd. March 1993 - December 1999
Bata Cezh Republic September 1992 - February 1993
Bata Shoe Company (Kenya) Limited August 1989 - August 1992
Fertek Inc. October 1986 - July 1989
Touche Ross June 1978 - September 1986
Skills
Chartered Accountant, Accounting, Retail, Business Strategy, Budgets, Customer Service, Financial Reporting, Managerial Finance, P&L Management, Business Planning, Microsoft Excel, Management, Finance, Negotiation, Auditing, Internal Controls, Forecasting, Inventory Management, Financial Analysis, Strategic Planning
Education
University of Ottawa / Université d'Ottawa 1975 — 1978
Bachelor of Commerce, Accounting
CEGEP Saint Jerome 1973 — 1974
Diploma, Business Administration
Bata Group January 2004 - Present
Bata Group January 2000 - December 2003
Norimco, division of Bata Industries Ltd. March 1993 - December 1999
Bata Cezh Republic September 1992 - February 1993
Bata Shoe Company (Kenya) Limited August 1989 - August 1992
Fertek Inc. October 1986 - July 1989
Touche Ross June 1978 - September 1986
Skills
Chartered Accountant, Accounting, Retail, Business Strategy, Budgets, Customer Service, Financial Reporting, Managerial Finance, P&L Management, Business Planning, Microsoft Excel, Management, Finance, Negotiation, Auditing, Internal Controls, Forecasting, Inventory Management, Financial Analysis, Strategic Planning
Education
University of Ottawa / Université d'Ottawa 1975 — 1978
Bachelor of Commerce, Accounting
CEGEP Saint Jerome 1973 — 1974
Diploma, Business Administration
Martha Valerio's Touche Ross Experience September 1980 - May 1985
Job Retired at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual July 2011 - Present
TEMPO Milwaukee June 1985 - Present
Northwestern Mutual May 1985 - Present
Independence First 2010 - 2012
Touche Ross September 1980 - May 1985
Skills
Fixed Annuities, Risk Management, Strategic Planning, Leadership, Change Management, Strategy, Coaching, Public Speaking, Fundraising, Process Improvement, Leadership Development, Team Building, Project Management, Employee Benefits, Management, Program Management, Management Consulting, Organizational..., Team Leadership, Public Relations, Nonprofits, Budgets, Marketing Communications
Education
University of Michigan 1968 — 1969
Master of Business Administration (MBA), Finance and Financial Management Services
University of Michigan 1964 — 1968
Bachelor of Business Administration (BBA), Business Administration and Management, General
Northwestern Mutual July 2011 - Present
TEMPO Milwaukee June 1985 - Present
Northwestern Mutual May 1985 - Present
Independence First 2010 - 2012
Touche Ross September 1980 - May 1985
Skills
Fixed Annuities, Risk Management, Strategic Planning, Leadership, Change Management, Strategy, Coaching, Public Speaking, Fundraising, Process Improvement, Leadership Development, Team Building, Project Management, Employee Benefits, Management, Program Management, Management Consulting, Organizational..., Team Leadership, Public Relations, Nonprofits, Budgets, Marketing Communications
Education
University of Michigan 1968 — 1969
Master of Business Administration (MBA), Finance and Financial Management Services
University of Michigan 1964 — 1968
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rob Dilman's Touche Ross Experience December 1986 - April 1989
Job Manager/Owner at Bestsellers Cafe
Industry Retail
Experience
Bestsellers Cafe November 1997 - Present
Ground Round IOC, LLC April 1993 - September 1995
Daka International April 1991 - April 1993
GTE April 1989 - April 1991
Touche Ross December 1986 - April 1989
Education
UNC Chapel Hill 1982 — 1986
BSBA, Accounting
Bestsellers Cafe November 1997 - Present
Ground Round IOC, LLC April 1993 - September 1995
Daka International April 1991 - April 1993
GTE April 1989 - April 1991
Touche Ross December 1986 - April 1989
Education
UNC Chapel Hill 1982 — 1986
BSBA, Accounting
Lewis Herman's Touche Ross Experience 1974 - 1978
Job Owner
Industry Transportation/Trucking/Railroad
Experience
Herman's Delivery Service, Inc July 1992 - Present
Greens General Foods 1978 - 1981
Touche Ross 1974 - 1978
Education
University of Rhode Island 1970 — 1974
BS, Accounting
Herman's Delivery Service, Inc July 1992 - Present
Greens General Foods 1978 - 1981
Touche Ross 1974 - 1978
Education
University of Rhode Island 1970 — 1974
BS, Accounting
Dave DiMaggio, CPA's Touche Ross Experience 1983 - 1985
Job Vice President of Finance
Industry Public Safety
Experience
Pall Corporation February 2013 - September 2013
Pall Corporation 2008 - 2013
Pall Corporation 2007 - 2008
Pall Corporation 2002 - 2007
Pall Corporation 1997 - 2002
Gelman Sciences Inc March 1991 - February 1997
Akzo Nobel Coatings December 1985 - March 1991
Touche Ross 1983 - 1985
Skills
Cost Accounting, Hyperion Enterprise, Sarbanes-Oxley Act, Cash Flow, Auditing, Fixed Assets, Internal Controls, GAAP, Sarbanes-Oxley, US GAAP, SAP, General Ledger, Forecasting, Process Improvement, Accounting, Managerial Finance, Revenue Recognition, CPA, Variance Analysis, Financial Reporting, Mergers & Acquisitions, Accounts Receivable, Financial Statements, Consolidation, SEC filings, IFRS, Strategic Planning, Accounts Payable, Financial Audits, Financial Accounting, Internal Audit, Financial Analysis, Acquisition Integration, Budgets, Analysis, Finance, ERP
Education
Wayne State University 1980 — 1983
Bachelor's degree, Accounting
University of Michigan 1978 — 1980
Pall Corporation February 2013 - September 2013
Pall Corporation 2008 - 2013
Pall Corporation 2007 - 2008
Pall Corporation 2002 - 2007
Pall Corporation 1997 - 2002
Gelman Sciences Inc March 1991 - February 1997
Akzo Nobel Coatings December 1985 - March 1991
Touche Ross 1983 - 1985
Skills
Cost Accounting, Hyperion Enterprise, Sarbanes-Oxley Act, Cash Flow, Auditing, Fixed Assets, Internal Controls, GAAP, Sarbanes-Oxley, US GAAP, SAP, General Ledger, Forecasting, Process Improvement, Accounting, Managerial Finance, Revenue Recognition, CPA, Variance Analysis, Financial Reporting, Mergers & Acquisitions, Accounts Receivable, Financial Statements, Consolidation, SEC filings, IFRS, Strategic Planning, Accounts Payable, Financial Audits, Financial Accounting, Internal Audit, Financial Analysis, Acquisition Integration, Budgets, Analysis, Finance, ERP
Education
Wayne State University 1980 — 1983
Bachelor's degree, Accounting
University of Michigan 1978 — 1980
Roni Kaplan Katz's Touche Ross Experience 1986 - 1989
Job Partner at Quadrangle Consulting LP
Industry Investment Management
Experience
Quadrangle Consulting LP September 2013 - Present
Touche Ross 1986 - 1989
Price Waterhouse 1983 - 1985
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science in Economics; Major in Accounting
Quadrangle Consulting LP September 2013 - Present
Touche Ross 1986 - 1989
Price Waterhouse 1983 - 1985
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science in Economics; Major in Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY