Touche Ross & Co.

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Touche Ross & Co. Employees

Employee
Years
Job
Industry
Christian Frederiksen, CPA Christian Frederiksen, CPA San Francisco Bay Area Details
Christian Frederiksen, CPA's Touche Ross & Co. Experience 1969 - 1976
Job Experienced CPA and Business Advisor
Industry Professional Training & Coaching
Experience
Transition Advisors, LLC   November 2011 - Present
2020 Group USA   2000 - Present
Frederiksen-Crawford CPAs   1966 - Present
Touche Ross & Co.   1969 - 1976

Skills
Accounting, Mergers, Tax, CPA, Tax Accounting, Corporate Tax, FBAR, Foreign Tax, Tax Preparation, Mergers & Acquisitions, Financial Accounting, Tax Returns, Income Tax, Management, Small Business, Preparation, Financial Reporting, Partnership Taxation, Auditing, Internal Controls, Succession Planning, Strategic Planning, Consulting, Accountants, Services Marketing, Strategic Financial..., QuickBooks, Cash Flow, SEC filings, Management Consulting, Business Valuation, Tax Advisory, Bookkeeping, Business Advisory, GAAP, Sales Tax

Education
CPA   1961 — 1966

Golden Gate University   1962 — 1965
B.S. Acctg, Accounting

University of California, Berkeley   1961 — 1963
Associate, Industrial Relations

Clifton College   1955 — 1959
A Levels, Modern Languages

Tom Stewart Tom Stewart Greater Philadelphia Area Details
Tom Stewart's Touche Ross & Co. Experience January 1986 - January 1987
Job Actively seeking new opportunities
Industry Telecommunications
Experience
SEPTA  September 2013 - October 2014
Avaya  July 2012 - February 2013
Corporate Networking, Inc   April 2011 - June 2012
Verizon Business / Verizon / Bell Atlantic   February 1989 - February 2011
Bell Atlantic  January 1995 - December 2003
Touche Ross & Co  January 1986 - January 1987

Skills
Managed Services, Solution Selling, Unified Communications, VoIP, MPLS, Ethernet, Telecommunications, Telephony, Co-location, Sales Engineering, T1, Competitive Analysis, SaaS, Sales, Wireless, Data Center, SIP, IP, WAN, Network Design, Channel, Cloud Computing, Direct Sales, Cisco Technologies, Professional Services, SIP Trunking, LAN-WAN, Strategic Partnerships, Integration, Sales Process, CRM, Channel Partners, Vendor Management, Customer Satisfaction, Security, Leadership, Networking, Frame Relay, Selling, Call Centers, Salesforce.com, Strategy, Switches, Pre-sales, Account Management, Sales Operations, Product Management, Video Conferencing, Go-to-market Strategy, Avaya

Education
Temple University   1982 — 1986
BBA, Accounting, 3.48

Temple University   1982 — 1986
Bachelor of Business Administration (B.B.A.), Accounting

John Withington John Withington Highland, Maryland Details
John Withington's Touche Ross & Co. Experience September 1979 - August 1983
Job
Industry Financial Services
Experience
NASD  August 1997 - March 2007
Fidelity & Deposit   March 1996 - July 1997
Fannie Mae  August 1983 - May 1995
Touche Ross & Co  September 1979 - August 1983
Maryland Department of Transportation  December 1971 - September 1979
U.S. Army Infantry   April 1970 - December 1971

Education
University of Baltimore   1975 — 1979
B.S., Accounting

Anne Arundel Community College   1969 — 1975
A.A., Data Processing

Jim Elefritz Jim Elefritz Columbus, Ohio Details
Jim Elefritz's Touche Ross & Co. Experience August 1982 - September 1984
Job Finance Manager at MXD Group
Industry Accounting
Experience
MXD Group  April 2013 - Present
CSC  May 1999 - December 2012
Enron Energy Services  February 1996 - May 1999
Impulse Wear   August 1995 - February 1996
Yenkin-Majestic Paint Corporation  March 1986 - August 1995
Cooper Industries  September 1984 - February 1986
Touche Ross & Co.   August 1982 - September 1984

Skills
Internal Controls, Accounting, Forecasting, Cost Accounting, Managerial Finance, Budgets, Supervisory Experience, Cash Flow, Management, Account Reconciliation, Analysis, Finance, Internal Audit, Outsourcing, Variance Analysis

Education
The Ohio State University   1978 — 1982
BSBA, Accounting

Nancy Berk Nancy Berk Greater New York City Area Details
Nancy Berk's Touche Ross & Co. Experience January 1985 - December 1988
Job CPA at Nancy L Berk, CPA
Industry Accounting
Experience
Nancy L Berk, CPA   April 2012 - Present
Grant Thornton  December 1988 - March 2012
Touche Ross & Co  January 1985 - December 1988
grant thornton  1988 - 1988

Skills
CPA, International Tax..., international tax...

Education
Columbia University - Columbia Business School   1975 — 1977
MBA, Accounting

University of Pennsylvania   1965 — 1969
BA, English Literature

Marlin Sjaarda Marlin Sjaarda Greater Minneapolis-St. Paul Area Details
Marlin Sjaarda's Touche Ross & Co. Experience 1979 - 1981
Job Parttime CFO Services for Small and Midsized Businesses
Industry Accounting
Experience
Twin Cities CFO Services, LLC   2012 - Present
Owl Bookkeeping and CFO Services  2011 - 2012
B2B CFO®  2009 - 2011
MotivAction  1990 - 2009
Dyco Petroleum Corporation   1981 - 1990
Touche Ross & Co.   1979 - 1981

Skills
Part-Time CFO Services, Accounting, Financial Reporting, Cash Flow, Managerial Finance, Process Improvement, Risk Management, Treasury, Operations Management, Human Resources, IT Management, Auditing, Budgets, Small Business, Forecasting, Leadership, Management, Financial Statements, Strategic Planning, Finance

Education
The University of South Dakota
Bachelor of Science, Accounting

Robert Schneider Robert Schneider Greater New York City Area Details
Robert Schneider's Touche Ross & Co. Experience 1975 - 1981
Job CFO | Insurance | Managed Care | Private Equity
Industry Insurance
Experience
Tatum, a Randstad company  August 2014 - Present
Schneider Advisors   2013 - 2014
Ascension Insurance, Inc.   2008 - 2013
Hales & Company  2008 - 2009
USI Holdings, Inc.   2002 - 2007
Anthem, Inc. (Now WellPoint Inc.)   1996 - 2002
Acordia, Inc.   1992 - 1996
Touche Ross & Co  1975 - 1981

Skills
Insurance, Mergers & Acquisitions, Risk Management, Employee Benefits, Private Equity, Mergers, Strategic Planning, Finance, Commercial Insurance, Corporate Finance, Health Insurance, General Insurance, Property & Casualty..., Workers Compensation, Financial Analysis, Reinsurance, Insurance Brokerage, Underwriting, Brokers, Management, Deferred Compensation, Operations Management, IT Operations, Healthcare, Investment Banking, Executive Coaching, Claim, Strategic and..., Organizational Alignment, Mergers, Acquisitions..., Mutual Company..., M&A experience, Finance, IT, Accounting..., Human Resources, Change..., Change Management, Leadership Development, Financial and..., SEC filings, Information Technology, Facilities and Real..., Shared Services..., Corporate Governance, Private Equity..., Banking and Investor..., IPO, Organizational..., Talent Management, Human Resource..., M&A execution, Organizational...

Education
State University of New York at Albany
Bachelor of Science (BS), Accounting

Harvard Business School
Executive Program

Ray Pounds, CPA, CGMA Ray Pounds, CPA, CGMA San Francisco Bay Area Details
Ray Pounds, CPA, CGMA's Touche Ross & Co. Experience June 1972 - March 1979
Job Highly experienced tax and financial consultant; Partner at Pisenti & Brinker LLP
Industry Accounting
Experience
Pisenti & Brinker LLP  March 1979 - Present
Touche Ross & Co  June 1972 - March 1979

Skills
GST, Income Tax, GAAP, Tax, Partnership Taxation, Accounting, Assurance, Financial Reporting, External Audit, S Corporations, Auditing

Education
University of California, Berkeley   1970 — 1972
BS, Business Administration - Accounting

Santa Rosa Junior College   1968 — 1970

Bob Foley Bob Foley New York, New York Details
Bob Foley's Touche Ross & Co. Experience July 1981 - August 1986
Job Managing Director, TPG Special Situations Partners
Industry Commercial Real Estate
Experience
TPG Special Situations Partners  April 2013 - Present
Foley Advisors LLC   January 2013 - April 2013
Gramercy Capital Corp.  April 2008 - March 2012
Gramercy Capital Corp.  July 2004 - April 2008
Goldman, Sachs & Co.   June 1997 - May 2004
Bankers Trust Company  August 1993 - June 1997
Bankers Trust Company  April 1989 - July 1993
Bankers Trust Companay   July 1988 - April 1989
Touche Ross & Co.   July 1981 - August 1986

Skills
Capital Markets, Syndications, Finance, Real Estate Economics, Asset Management, Due Diligence, Real Estate Development, Real Estate, Leases, Commercial Real Estate, Corporate Real Estate, Valuation, General Corporate..., Corporate Acquisitions, Structured Finance, Distressed Debt

Education
University of Pennsylvania - The Wharton School   1986 — 1988
Master of Business Administration (MBA), Real Estate Finance

Stanford University   1977 — 1981
Bachelor of Arts (B.A.), Economics and Political Science

Dawne Litterst Dawne Litterst Greater Boston Area Details
Dawne Litterst's Touche Ross & Co. Experience August 1982 - December 1984
Job Owner/Fused Glass Artist at New Day Art Studio
Industry Arts and Crafts
Experience
New Day Art Studio   September 2012 - Present
Salomom brothers   January 1985 - December 1987
Touche Ross & Co  August 1982 - December 1984

Skills
Fine Art

Education
Lafayette College   1978 — 1982
Economics, Accounting

Lou (Luis) Guerrero Lou (Luis) Guerrero Greater Los Angeles Area Details
Lou (Luis) Guerrero's Touche Ross & Co. Experience September 1984 - August 1992
Job Shareholder\Tax Practice Leader at Krost, Baumgarten, Kniss & Guerrero & at KBKG, Inc.
Industry Accounting
Experience
KBKG, Inc.   January 2000 - Present
Krost, Baumgarten, Kniss & Guerrero   January 1995 - Present
Deloitte & Touche  September 1984 - August 1992
Touche Ross & Co.   September 1984 - August 1992

Skills
Cost Segregation, Tax Research, Tax Credits, Tax, Corporate Tax, Tax Preparation, WOTC, Income Tax, Property Tax, Fixed Assets, State Tax, CPA, Research & Development..., Purchase Price..., Tax Accounting

Education
Goldengate University   1987 — 1989
MBT, Business Taxation

University of California, Santa Barbara   1983 — 1984
Accounting core program, Accounting

California State University-Chico   1977 — 1981
Bachelor of Science, Finance, Minor in Economics

Marjorie Bennett, CFA Marjorie Bennett, CFA San Francisco Bay Area Details
Marjorie Bennett, CFA's Touche Ross & Co. Experience December 1980 - April 1984
Job Providing comprehensive financial management so that high net worth individuals never outlive their wealth
Industry Investment Management
Experience
Aegis Capital Management Inc.   December 1997 - Present
Morgan Stanley Investment Management  March 1994 - July 1997
Touche Ross & Co  December 1980 - April 1984

Skills
Investment Advisory, Retirement Planning, Financial Goals, Socially Responsible..., Financial Advisory, Securities, High Net Worth..., Wealth, Investments, Investment Management, Asset Allocation, Strategic Financial..., Asset Managment, Estate Planning, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Alternative Investments, Finance, Financial Planning

Education
University of California, Berkeley - Walter A. Haas School of Business   1985 — 1987
MBA, Business Administration and Management, General

University of Colorado Boulder - Leeds School of Business   1977 — 1980
BS Cum Laude, Accounting

Bob Heller Bob Heller Greater Seattle Area Details
Bob Heller's Touche Ross & Co. Experience 1984 - 1986
Job Shareholder at Clark Nuber P.S.
Industry Accounting
Experience
Clark Nuber P.S.   October 2009 - Present
Washington Society of CPAs  June 2014 - Present
Ernst & Young LLP  December 2004 - October 2009
Washington State Department of Revenue  April 2000 - December 2004
Amazon.com  1999 - 2000
Ernst & Young LLP  1996 - 1999
Preston Gates & Ellis  1986 - 1990
Touche Ross & Co.   1984 - 1986

Skills
Tax, Tax Law, Sales Tax, Tax Returns, State Tax, Property Tax, Tax Research

Education
New York University School of Law   1992 — 1993
LL.M., Taxation

University of Idaho College of Law   1981 — 1984
J.D., cum laude, Law

Boise State University   1975 — 1980
B.B.A., Economics

Marc Vanasse, CPA, CA Marc Vanasse, CPA, CA Montreal, Canada Area Details
Marc Vanasse, CPA, CA's Touche Ross & Co. Experience September 1985 - April 1989
Job Partner, Montréal Tax Leader, National Leader Tax Dispute Resolution at PwC Canada
Industry Accounting
Experience
PwC Canada  September 2013 - Present
PwC Canada  October 2011 - August 2013
Canada Revenue Agency  February 1991 - October 2011
University of Ottawa / Université d'Ottawa   August 1988 - December 1996
Mitel  April 1989 - February 1991
Touche Ross & Co  September 1985 - April 1989

Skills
Corporate Tax, Dispute Resolution, Public/private sector, Business Tax Planning, Tax Shelters, Partnerships taxation, Reorganization, Income Tax, International Tax, Restructuring, Tax, Tax Law, Financial Accounting, Tax Preparation, Tax Accounting, Auditing, Tax Advisory, Financial Reporting

Education
Université du Québec en Outaouais   1984 — 1985
Bachelor in accounting

University of Ottawa / Université d'Ottawa   1982 — 1984

Collège d'enseignement général et professionnel de l’Outaouais   1980 — 1981

Rich Meehan Rich Meehan Greater Philadelphia Area Details
Rich Meehan's Touche Ross & Co. Experience 1978 - 1984
Job Independent CPA Financial Advocate
Industry Financial Services
Experience
Meehan Wealth Advisors, LLC   1985 - Present
Golf Association of Philadelphia  2008 - 2011
Touche Ross & Co.   1978 - 1984

Education
Lehigh University - College of Business and Economics
BS, Accounting, Finance

Hans J. Taenzer Hans J. Taenzer Roseland, New Jersey Details
Hans J. Taenzer's Touche Ross & Co. Experience December 1981 - January 1986
Job Sole Owner at Hans J. Taenzer, CPA, LLC
Industry Accounting
Experience
Hans J. Taenzer, CPA, LLC   January 1986 - Present
Touche Ross & Co.   December 1981 - January 1986

Skills
Accounting, Financial Accounting, CPA, Small Business, Strategic Planning, Income Tax, Public Speaking, Mergers & Acquisitions, Financial Analysis, Corporate Tax, Finance, Auditing, Due Diligence, QuickBooks

Education
Montclair State University   1978 — 1980

Craig Sanders, CPA Craig Sanders, CPA Farmington, Michigan Details
Craig Sanders, CPA's Touche Ross & Co. Experience 1978 - 1984
Job Found Employment !!!
Industry Real Estate
Experience
NWP Services Corporation  March 2013 - February 2015
NWP Services Corporation  January 2013 - March 2013
McKinley  August 2012 - January 2013
Portfolio Property Management Global, LLC  2006 - 2012
NuRock Management, Inc   2005 - 2006
CAM Cost Solutions, LLC   2003 - 2005
Conti Construction Company   1993 - 2003
Amurcon Development Corp   1990 - 1993
Northern Equities Group   1986 - 1989
Touche Ross & Co  1978 - 1984

Skills
Accounting and..., REIT - Taxation and..., CAM Reconciliations, Lease Abstracts, Courtland/Townsend..., NCREIF Calculations, Job Costing, Pay Applictions & Lien..., Yardi, Financial Analysis, Financial Reporting, Budgeting, Business Planning &..., Growth Strategy..., Acquisitions, Accounting, Budgets, Leases, MRI Software, Commercial Real Estate

Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Bus Adm, Finance, Tax

University of Toledo
BBA, Accounting

Richard (Rick) Stief Richard (Rick) Stief Kansas City, Missouri Area Details
Richard (Rick) Stief's Touche Ross & Co. Experience January 1977 - January 1987
Job Finance CPA
Industry Accounting
Experience
Fort Dodge Animal Health  May 2002 - June 2010
H&R Block  January 2001 - January 2003
Hoechst Marion Roussel  January 2001 - January 2002
formerly Marion Laboratories   January 1997 - January 2001
AVENTIS PHARMACEUTICALS  January 1987 - January 2001
Marion Labs  January 1993 - January 1997
Marion Labs  January 1992 - January 1993
Marion Labs  January 1987 - January 1989
Touche-Ross & CO  January 1977 - January 1987

Education
University of Iowa   1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Graduated Cum Laude

Thomas Alberte Thomas Alberte Greater Milwaukee Area Details
Thomas Alberte's Touche Ross & Co. Experience 1983 - 1988
Job Director at BDO Seidman, LLP
Industry Accounting
Experience
BDO Seidman, LLP  August 2007 - Present
Reinhart Consulting Services, LLC   February 2006 - August 2007
Deloitte  May 2002 - February 2006
Deloitte Tax LLP  2002 - 2006
Arthur Andersen  June 1997 - May 2002
Blue Cross & Blue Shield United of Wisconsin & United Wisconsin Services, Inc.   1988 - May 1997
Touche Ross & Co.   1983 - 1988
Tymshare Corporation   1982 - 1983

Skills
Tax Audits, Mergers, Consolidation, Tax, Due Diligence, State Tax, Accounting, Finance, Auditing, Tax Advisory, Tax Accounting, Income Tax, Mergers & Acquisitions, Corporate Tax, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, SEC filings

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1979 — 1986
Master of Science in Taxation, Taxation

University of Wisconsin-Madison - School of Business   1975 — 1976
Master of Business Administration, Finance

University of Wisconsin-Madison   1970 — 1974
Bachelor of Science, Psychology

Marquette University High School   1966 — 1970

Philip Carnevale Philip Carnevale Raleigh-Durham, North Carolina Area Details
Philip Carnevale's Touche Ross & Co. Experience December 1969 - June 1974
Job Partner at CFO Enterprise, LLC
Industry Executive Office
Experience
CFO Enterprise, LLC   July 2010 - Present
Denman & Davis   June 2000 - February 2011
Hugo Neu Schnitzer East   February 1998 - June 2000
Schiavone-Bonomo Corporation   June 1990 - February 1998
Ronpak, Inc.   June 1988 - June 1990
Westgate Corp.   March 1987 - June 1988
Servisco   September 1984 - March 1987
Touche Ross & Co.   December 1969 - June 1974

Skills
Strategic Planning, Business Strategy, Business Planning, Mergers, Financial Management, Financial Modeling, Financial Analysis, Corporate Governance, Accounting, Due Diligence, Cash Management, Management Consulting, Restructuring, Cash Flow, Change Management, Financial Reporting, Organizational..., Negotiation, Managerial Finance, Mergers & Acquisitions, Finance, Corporate Development, Corporate Finance, Valuation, Insurance, Investments, Start-ups, Strategic Financial..., Contract Negotiation, Asset Management, Executive Management, Strategy, Budgets, Financial Risk, Entrepreneurship, International Business, Forecasting, Acquisition Integration, Financial Services, Business Process..., Venture Capital, Process Improvement, Investment Banking, Analysis, Divestitures, Risk Management, Portfolio Management, Small Business, Private Equity, Banking

Education
Seton Hall University   1974 — 1976
M.B.A., Finance

Seton Hall University   1970 — 1974
B.S., Accounting

Larry Geimer, CPA, CDFA Larry Geimer, CPA, CDFA Sarasota, Florida Area Details
Larry Geimer, CPA, CDFA's Touche Ross & Co. Experience 1983 - 1984
Job Shareholder at Kerkering, Barberio & Co., Certified Public Accountants
Industry Accounting
Experience
Kerkering, Barberio & Co.   December 2004 - Present
Larry Geimer & Associates, CPAs, P.A.   1992 - 2005
Boone, Faist, Geimer & Smith CPAs   1984 - 1992
Touche Ross & Co  1983 - 1984

Skills
Individual Taxation, Divorce Litigation..., Forensic Accounting, Personal Tax Planning, Business Tax Planning, Estate Tax Planning, Corporate Tax, Tax Preparation, Partnership Taxation, Trusts, High Net Worth..., S Corporations, Tax, Small Business, CPA, IRS, Tax Research, Tax Accounting, Accounting, Income Tax, Tax Returns, Estate Planning

Education
Drake University   1970 — 1974
BS, Accounting

Golden Gate University   1979 — 1980
Post Graduate Work, Accounting

Louise Faubert-Smith Louise Faubert-Smith Ottawa, Canada Area Details
Louise Faubert-Smith's Touche Ross & Co. Experience September 1979 - May 1983
Job Director at Centre d'excellence SAP des Conseils scolaires de langue française de l'Ontario
Industry Computer Software
Experience
Centre d'excellence SAP des Conseils scolaires de langue française de l'Ontario   October 1998 - Present
Conseil des écoles catholiques de langue française d'Ottawa   May 1995 - June 1998
Carleton University  January 1991 - April 1995
Algonquin College  September 1987 - December 1990
Touche Ross & Co.   September 1979 - May 1983

Skills
Project Management, SAP implementations, Chartered Accountant, Business Supervisory...

Education
University of Ottawa / Université d'Ottawa   1975 — 1979
B. Comm. Honours, Accounting

Elizabeth Cranfill Elizabeth Cranfill Clemmons, North Carolina Details
Elizabeth Cranfill's Touche Ross & Co. Experience 1978 - 1980
Job Accountant at Hatch Early Learning
Industry Accounting
Experience
Hatch Early Learning  April 2014 - Present
Vulcan Materials Company, East Region   1998 - 2012
Premiere Associates Management Company l Clemmons, NC   1995 - 1998
AMSCO  1993 - 1995
Consolidated Aluminum Corp.   1980 - 1983
Touche Ross & Co.   1978 - 1980

Skills
CPA licensed in state..., Cost Accounting, Financial Reporting, Financial Analysis, Hyperion Enterprise, ERP Oracle, Microsoft Excel, Sarbanes-Oxley Act, Variance Analysis

Education
Southern Illinois University, Carbondale
Bachelor of Science, Accounting, G.P.A. 3.76 / 4.0

Frank Marino Frank Marino Marlborough, Massachusetts Details
Frank Marino's Touche Ross & Co. Experience 1971 - 1975
Job Associate Professor of Accounting at Assumption College
Industry Higher Education
Experience
Assumption College  September 1981 - Present
College of the Holy Cross  September 1975 - May 1981
Touche Ross & Co  1971 - 1975

Skills
Higher Education, Accounting, Auditing, College Teaching, CPA, Teaching, Curriculum Design, Curriculum Development, Nonprofits, Public Speaking, Instructional Design, Staff Development, Research, Academic Advising

Education
Bentley University   1979 — 1982
Master of Science (MS), Taxation

Northeastern University   1973 — 1975
Master of Business Administration (MBA), Business Administration and Management, General

College of the Holy Cross   1967 — 1971
Bachelor's degree, Economics-Accounting

Arnie Brown Arnie Brown San Francisco Bay Area Details
Arnie Brown's Touche Ross & Co. Experience 1972 - 1976
Job CFO at Apex Energy Efficiency Finance, Inc.
Industry Real Estate
Experience
Apex Real Estate Advisors   June 1998 - Present
Liquidity Fund   1993 - 1994
Grant Thornton LLP  1981 - 1983
Touche Ross & Co.   1972 - 1976

Education
Stanford Graduate School of Business   1969 — 1971
MBA

University of Pennsylvania - The Wharton School   1965 — 1969
BS Econ, Economics

Liz McEwan Liz McEwan Montgomery, Alabama Details
Liz McEwan's Touche Ross & Co. Experience May 1979 - May 1981
Job Owner, Herbaliz LLC
Industry Health, Wellness and Fitness
Experience
Herbaliz LLC   January 2008 - Present
Catholic Social Services  July 2003 - July 2009
Catholic Social Services  May 1996 - July 2003
Family Service Assn   September 1995 - May 1997
The New York Times  June 1983 - June 1986
Touche Ross & Co  May 1979 - May 1981
Jos. E. Seagram & Sons, Inc.,   June 1974 - May 1979

Skills
Entrepreneurship, Marketing, Management, Analysis, Customer Service, Microsoft Office

Education
Marywood University   1994 — 1996
MSW, Social Work

University of Massachusetts, Amherst   1970 — 1974
BBA, Marketing

Joseph Lawson Joseph Lawson Toronto, Canada Area Details
Joseph Lawson's Touche Ross & Co. Experience 1989 - 1990
Job Finance Professional
Industry Financial Services
Experience
Consultant  January 1999 - Present
Credifinance Securities   June 1996 - October 1999
First Canada Securities   January 1995 - May 1995
Credit Suisse  January 1991 - June 1994
Touche Ross & Co.   1989 - 1990
Well site geologist   1985 - 1986

Skills
Mining, Due Diligence, Capital Markets, Corporate Finance, Equities, Project Finance, Finance, Banking, Financial Reporting, Fixed Income, Loans, Financial Audits, Financial Modeling, Valuation, Joint Ventures, Private Equity, Investments, Investor Relations, Investment Banking, Financial Analysis, Mergers, Venture Capital, Financial Structuring, Mergers & Acquisitions, Private Placements, Credit, Funding, Auditing

Education
Acadia University
B.Sc.S., Geology

Board of Examiners, State of Illinois
CPA, Accounting

CGA Ontario
CGA, Accounting

Saint Mary's University
MBA, Finance

William Gatesman William Gatesman Washington D.C. Metro Area Details
William Gatesman's Touche Ross & Co. Experience January 1985 - July 1986
Job Owner, Gatesman Law Office
Industry Law Practice
Experience
MICHAEL G. DAY AND ASSOCIATES   February 2008 - Present
GATESMAN LAW OFFICE   February 1997 - Present
HODES, ULMAN, PESSIN & KATZ, P.A   March 1993 - February 1997
KRAMER AND KLOPMAN   February 1992 - March 1993
AMERICAN UNIVERSITY FEDERAL TAX LAW CLINIC   August 1990 - May 1991
STUDENT LOAN MARKETING ASSOCIATION  July 1986 - October 1988
TOUCHE ROSS & CO  January 1985 - July 1986

Skills
Public Speaking, Strategic Planning, Management, Nonprofits, Small Business, Leadership, Estate Planning, Trusts, Wills, Appeals, Estate Administration, Powers of Attorney, Estate Law, Elder Law, Hearings

Education
American University Washington College of Law
Juris Doctor (J.D.), Cum Laude

The George Washington University - School of Business
Master's Degree, Master of Accountancy

MIU   1978 — 1982

Dave Kehrl Dave Kehrl Greater Seattle Area Details
Dave Kehrl's Touche Ross & Co. Experience January 1976 - September 1983
Job Senior Project Engineer at A&P Technology
Industry Textiles
Experience
A&P Technology, Inc.   July 2009 - Present
The Boeing Company  April 1983 - July 2009
Touche Ross & Co  January 1976 - September 1983

Skills
Composites, Aerospace, Manufacturing, Engineering, Engineering Management, Materials, Lean Manufacturing, Manufacturing..., Six Sigma, Product Development, R&D, Product Design, Process Engineering, Injection Molding, Polymers, Finite Element Analysis, Design for Manufacturing, Solidworks, Root Cause Analysis, Continuous Improvement, Machine Tools, Quality Management, Mechanical Engineering, FMEA, CAD, Plastics, Product Management

Education
Michigan State University   1983 — 1986
BS, Mechanical Engineering

Michigan State University   1972 — 1976
BA, Accounting

Peggy Fisk Peggy Fisk Indianapolis, Indiana Area Details
Peggy Fisk's Touche Ross & Co. Experience July 1983 - May 1986
Job Client Services Manager at MidAmerica Audit & Tax
Industry Accounting
Experience
Mid-America Audit & Tax   May 2006 - Present
Union Federal Savings Bank  May 1986 - November 1988
Touche Ross & Co.   July 1983 - May 1986

Skills
Financial Reporting, QuickBooks, Accounting, Tax Preparation, Tax, Auditing, Account Reconciliation, Tax Returns, Bookkeeping, Payroll, Income Tax

Education
Purdue University - Krannert School of Management   1979 — 1983
BS, Accounting

David Poe David Poe San Francisco Bay Area Details
David Poe's Touche Ross & Co. Experience 1976 - 1980
Job Director at Edgar, Dunn & Company
Industry Management Consulting
Experience
ACI Worldwide  May 2014 - Present
Edgar, Dunn & Company   January 1980 - May 2014
Touche Ross & Co.   1976 - 1980

Skills
Strategy, Business Planning, Management, Risk Management, Consulting, Marketing Strategy, Product Development, Financial Services, Payments, Payment Systems, Mobile Payments, Electronic Payments, Credit Cards, Strategic Partnerships, Start-ups

Education
Harvard Business School   1998 — 1998
Certificate, Leadership in Professional Service Firms

Northwestern University - Kellogg School of Management   1974 — 1976
MBA, Finance, Marketing and Accounting

University of Idaho   1966 — 1970
BS - Chemistry and Zoology

Mark Vander-Starre Mark Vander-Starre Greater Grand Rapids, Michigan Area Details
Mark Vander-Starre's Touche Ross & Co. Experience 1981 - 1986
Job Principal at VanderStarre Consulting
Industry Management Consulting
Experience
Vander-Starre Consulting   April 1997 - Present
Amway  January 2001 - June 2001
Northstar Television Group, Inc.   June 1994 - April 1997
Northstar Television Group, Inc.   November 1989 - June 1994
Price Communications Corporation   July 1987 - October 1989
WZZM-TV  January 1986 - July 1987
Touche Ross & Co.   1981 - 1986

Skills
Accounting, Strategic Planning, Business Strategy, QuickBooks, Financial Analysis, Financial Modeling, Due Diligence, Mergers, Financial Reporting, Management Consulting, Internal Controls, Forensic Accounting, Business Valuation

Education
University of Michigan - Stephen M. Ross School of Business   1979 — 1981
BBA, Accounting

Calvin College   1977 — 1979

Grand Rapids Christian High   1973 — 1977

Sandra Mayasich Sandra Mayasich Greater Minneapolis-St. Paul Area Details
Sandra Mayasich's Touche Ross & Co. Experience 1980 - 1984
Job VP of Finance ExceleraRx Corp.
Industry Accounting
Experience
D'Agostino Master Audio Systems   2011 - March 2015
Prism Capital, Inc.   June 2002 - December 2008
Churchill Capital  June 1989 - December 1999
North Star Resource Group  January 1984 - June 1989
Deloitte & Touche  1980 - 1984
Touche Ross & Co.   1980 - 1984

Skills
Financial Accounting, Alternative Investments..., Financial Structuring, Banking, Due Diligence, Mezzanine, Alternative Investments, Mergers & Acquisitions, Negotiation, Capital Structure, Corporate Finance, Underwriting, Equities, Private Equity, Management Consulting, Capital Markets, Middle Market, Deal Sourcing, Investment Banking, Financial Analysis, Income Tax, Financial Modeling

Education
University of Minnesota - Carlson School of Management   1976 — 1979
BS, Accounting

Frank Edwards Frank Edwards Washington D.C. Metro Area Details
Frank Edwards's Touche Ross & Co. Experience 1976 - 1982
Job Chief Financial Officer at DCI Group
Industry Public Policy
Experience
DCI Group  2009 - Present
Federal Schedules, Inc.   2009 - 2012
Wye River Strategies   August 2008 - October 2009
Carl M. Freeman Companies  December 2006 - July 2008
Carl M. Freeman Companies  1999 - 2006
Interealty Corp.  1995 - 1999
PRC Commercial Systems Group   1986 - 1995
PRC Realty Systems  1984 - 1986
PRC Realty Systems  1982 - 1984
Touche Ross & Co.   1976 - 1982

Skills
Strategic Planning, Professional Services, Mergers, Change Management, Management Consulting, Strategic Communications, Budgets, Strategic Partnerships, Business Development, Business Strategy, Due Diligence, Mergers & Acquisitions, Auditing, Market Research, Leadership, Marketing, Strategy, Operations Management, Real Estate, Executive Management, Business Process..., Acquisition Integration, Finance, Restructuring, Managerial Finance, Financial Modeling

Education
University of Maryland College Park   1972 — 1975
BS, Business Administration- Accounting Major

Springbrook High
Academic

Victoria Cheek Victoria Cheek Washington D.C. Metro Area Details
Victoria Cheek's Touche Ross & Co. Experience September 1973 - January 1983
Job Experienced in Customer Service, Sales, Airline Industry, Administration and Human Resources
Industry Airlines/Aviation
Experience
iPower, LLC Virginia   August 2014 - Present
Heirloom Oils / Young Living Essential Oils   2008 - Present
City of Laurel, MD  November 2012 - November 2013
Northwest Airlines/Delta Air Lines  September 2008 - October 2011
International Association of Machinists and Aerospace Workers  1997 - 2011
Northwest Airlines  March 1996 - April 2008
Prince Georges Public School System   September 1989 - January 1998
Touche Ross & Co.   September 1973 - January 1983

Skills
Customer Service, Negotiation, Social Media, Employee Relations, Team Building, Team Leadership, Airlines, Sales, Customer Satisfaction, Contract Negotiation, Call Centers, Analysis, Microsoft Office, Process Improvement, Performance Management, Strategic Planning, Public Relations, Problem Solving, Call Center, Mentoring, Customer Relations, Research, Teamwork, Writing, Note Taking, Training, Leadership

Education
National Labor College   2008 — 2010
BA, Labor Studies

University of Maryland College Park
Political Science and Government; Special Education

William W. Winpisinger Education and Technology Center
Union Leadership

Connie McKoy-Holt, RN, MSN Connie McKoy-Holt, RN, MSN Plainfield, New Jersey Details
Connie McKoy-Holt, RN, MSN's Touche Ross & Co. Experience August 1980 - October 1987
Job Surgical Clinical Reviewer at Robert Wood Johnson University Hospital Somerset
Industry Hospital & Health Care
Experience
Robert Wood Johnson University Hospital Somerset  December 2014 - Present
Newark Beth Israel Medical Center  August 1999 - November 2014
Cahill Gordon & Reindel  October 1987 - June 1998
Touche Ross & Co  August 1980 - October 1987

Skills
Musician, Nursing Process, Patient Advocacy, Acute Care, Home Care, Patient Education, Nursing, Quality Improvement, Inpatient, Cerner, EMR, BLS, IV, Nursing Management, Disease Management, Nursing Education, Medical/Surgical, Patient Safety, Clinical Research, Medication..., Phlebotomy, Healthcare, Hospitals

Education
Kaplan University-Davenport Campus   2010 — 2013
MSN, Nursing Administration, 4.0

David C. Hauck, CPA David C. Hauck, CPA Greater New York City Area Details
David C. Hauck, CPA's Touche Ross & Co. Experience 1978 - 1982
Job Chief Operationg Officer/Client Portfolio Manager
Industry Investment Management
Experience
HGK Asset Management   June 2013 - Present
HGK Asset Management, Inc.   March 1999 - Present
Donaldson, Lufkin & Jenrette   March 1993 - March 1998
Kidder Peabody  October 1987 - March 1993
L.F. Rothschild   March 1987 - October 1987
Prudential Bache Securities  May 1985 - March 1987
KMS Corporate Brokers   September 1982 - May 1985
Touche Ross & Co.   1978 - 1982

Education
Long Island University, C.W. Post Campus   1976 — 1979
Bachelor of Science, Accounting

Cheryl Mullins Cheryl Mullins Orwell, Vermont Details
Cheryl Mullins's Touche Ross & Co. Experience 1984 - 1987
Job Acting Associate Vice President for Human Resources at Middlebury
Industry Higher Education
Experience
Middlebury  June 2015 - Present
Middlebury College  September 2004 - Present
OMYA Industries   1997 - 2004
Fletcher Allen Healthcare  1991 - 1993
The Merchants Bank  1987 - 1993
Touche Ross & Co.   1984 - 1987

Skills
Benefits Administration, Employee Benefits, Employee Relations, Organizational..., Interviews, PeopleSoft, Performance Management, Conflict Resolution, Data Analysis, Coaching, Public Speaking, Microsoft Office, Leadership Development, Employee Training, Microsoft Excel, Policy, Training, PowerPoint, Microsoft Word, Customer Service, Strategic Planning, Deferred Compensation, Human Resources, FMLA, Compensation, HR Policies, COBRA, Personnel Management, Job Evaluation

Education
Castleton State College
Bachelor's degree, Business Administration and Management, General

John Morrisset John Morrisset Santa Barbara, California Area Details
John Morrisset's Touche Ross & Co. Experience 1978 - 1982
Job Tax Partner at Damitz Brooks Nightingale Turner & Morrisset CPAs
Industry Accounting
Experience
Damitz Brooks Nightingale Turner & Morrisset - CPAs   1982 - Present
Damitz Brooks Nightingale Turner and Morrisset  1982 - Present
Touche Ross & Co  1978 - 1982
US Navy  1971 - 1978

Skills
Tax, Trusts, Estate Planning, Accounting, Income Tax, Corporate Tax, Retirement Planning, Tax Compliance, Partnership Taxation, Financial Planning

Education
Golden Gate University   1978 — 1979
Master of Business Administration, Taxation

University of Southern California   1968 — 1971
Bachelor of Science, Finance / Investments

Kathy Vidano Kathy Vidano San Francisco Bay Area Details
Kathy Vidano's Touche Ross & Co. Experience 1980 - 1984
Job Director at Charles Schwab
Industry Financial Services
Experience
Eveo Communication Group, Inc.   October 2011 - August 2013
San Francisco University High School  2009 - 2010
Town School for Boys  2003 - 2007
Tandem Computers, Inc.   1993 - 1994
Hughes Aircraft Company  1988 - 1993
The Fox Group  1984 - 1987
Touche Ross & Co.   1980 - 1984

Skills
Corporate Finance, Turnaround Experience, Financial Planning, Financial Analysis, Corporate Budgeting, Financial Forecasting, Financial Reporting, Mergers & Acquisitions, Corporate Treasury, Financial Modeling, Strategic Financial..., Finance, Due Diligence, Risk Management, Executive Management, Treasury Management, Budgets, Portfolio Management

Education
University of California, Berkeley - Walter A. Haas School of Business   1986 — 1988
MBA, Finance

Stanford University   1976 — 1980
BA, Economics

Burt Reichman CPA Burt Reichman CPA Miami/Fort Lauderdale Area Details
Burt Reichman CPA's Touche Ross & Co. Experience 1976 - 1979
Job CFO/Controller
Industry Accounting
Experience
Continental Steel & Tube Co   January 2006 - July 2010
Metals USA, Inc   January 1987 - January 2004
Bristol Steel Corporation   January 1979 - January 1987
Touche Ross & Co.   1976 - 1979

Skills
Forecasting, Auditing, Budgets, Analysis, Managerial Finance, Cash Flow, Strategic Planning

Education
LIU Brooklyn   1969 — 1973
BA, Accounting

Ken Myers Ken Myers Greater Detroit Area Details
Ken Myers's Touche Ross & Co. Experience August 1964 - September 1976
Job President, Consulting Resource Associates (CRA)
Industry Management Consulting
Experience
Consulting Resource Associates (CRA)   June 1991 - Present
KPMG Peat Marwick  October 1982 - April 1991
Plante & Moran, Accountants and Management Consultants   September 1976 - October 1982
Touche Ross & Co.   August 1964 - September 1976

Skills
Management Consulting, Strategic Planning, Business Strategy, Business Planning, Mergers, Leadership Development, New Business Development, Team Building, Organizational..., Change Management, Entrepreneurship, Program Management, Marketing Strategy, Business Development, Coaching, Start-ups, Expert Witness, Mergers & Acquisitions, Analysis, Budgets, Nonprofits, Financial Analysis, Consulting, Contract Negotiation, Strategy, Government, Management, Leadership, Project Planning, Operations Management, Process Improvement, Small Business, Training, Negotiation, Manufacturing, Business Process..., Marketing, Executive Management, Risk Management, Cross-functional Team..., Healthcare, Executive Coaching, Sales Management, Public Speaking, Project Management, Acquisition Integration, Investments, Insurance, Strategic Partnerships, Competitive Analysis

Education
Harvard Business School Advanced Management Program
Certificate, Advanced Management Program for KPMG Peat Marwick partners

New York University - Leonard N. Stern School of Business   1962 — 1964
MBA With Distinction, Management

Rutgers, The State University of New Jersey-New Brunswick   1955 — 1959
B.A., Business Administration

Peter Schmitt Peter Schmitt Raleigh-Durham, North Carolina Area Details
Peter Schmitt's Touche Ross & Co. Experience 1985 - 1989
Job President at MRO
Industry Hospital & Health Care
Experience
MRO  August 2015 - Present
Nomacorc LLC  May 2015 - August 2015
Nomacorc LLC  2008 - May 2015
Healthport LLC  2001 - 2008
Thione International, Inc.   2000 - 2001
Isolyser International, Inc.   1995 - 2000
Coopers & Lybrand  1989 - 1990
Touche Ross & Co  1985 - 1989

Education
Long Island University   1982 — 1985
M.S., Accounting

McDaniel College   1980 — 1982
B.A., Economics

Denise Midei Denise Midei Baltimore, Maryland Area Details
Denise Midei's Touche Ross & Co. Experience 1981 - 1986
Job CPA and small business advisor
Industry Accounting
Experience
On Balance Consulting   January 2011 - Present
St. James Academy  September 2003 - May 2009
Parent Network of Greater Baltimore   September 2001 - May 2008
Touche Ross & Co.   1981 - 1986

Skills
Finance, Accounting, Financial Analysis, Small Business, Budgets, CPA, QuickBooks, Tax, Auditing, Business Development, Strategic Financial..., Financial Accounting, Financial Reporting, Coaching, Income Tax, Business Strategy

Education
The University of Akron   1979 — 1981
BS, Accounting

Arthur Friedman Arthur Friedman Miami Beach, Florida Details
Arthur Friedman's Touche Ross & Co. Experience August 1981 - 1984
Job Independent Business Consultant & Analyst Seeking opportunities in Miami & elsewhere
Industry Management Consulting
Experience
Independent Lead Business Consultant   May 2012 - Present
United Hebrew Cemetery Inc   March 1989 - June 2012
Greenfield Consulting, LLC   November 2009 - April 2012
Frederick Douglass Memorial Park, Inc.   2005 - 2011
Touche Ross & Co.   August 1981 - 1984

Skills
Business Planning, Leadership, Management, Budgets, Training, Organizational..., Marketing Strategy, Team Building, Strategic Planning, New Business Development, Customer Service, Coaching, Public Relations, Negotiation, Public Speaking, Financial Analysis, Inventory Management, Customer Retention, Contract Negotiation, Event Planning, Community Outreach, Human Resources, Troubleshooting, Providing dynamic..., Developing and..., Highly Skilled at..., Business Coaching, Cross Functional Team..., Financial Assessment &..., Investment Portfolio..., Market Needs Analysis, Strengthening customer..., Safety Training Programs, Able to lead profitable..., Productivity analysis &..., Operational Planning &..., Facility Management &..., Technology process..., Database management, I/T Oversight, Strong Negotiating and..., Best Practices, Contract Negotiation &..., Building, training, and..., Seasoned communicator &..., Human Resource..., Strategic Planning &..., Finely honed Analytic..., Event Planning &..., Restored public...

Education
Brooklyn Law School   1978 — 1981
Doctor of Law (JD), General & Real Estate Practice

Brooklyn College   1974 — 1978
Bachelor of Science (BS), Accounting and Computer Science, Cum Laude, with Honors

Kathleen Vint Kathleen Vint Coppell, Texas Details
Kathleen Vint's Touche Ross & Co. Experience 1978 - 1980
Job Accountant
Industry Accounting
Experience
Royal Custom Products, Inc.   2001 - Present
Ken Gabelmann, CPA   2007 - 2011
Citi  1999 - 2001
The Associates  1999 - 2001
Caltex Petroleum Corporation  1997 - 1999
Caltex Petroleum Corporation  1991 - 1997
Caltex Petroleum Corporation  1987 - 1991
Caltex Petroleum Corporation  1982 - 1987
Anglo Energy Limited   1980 - 1982
Touche Ross & Co.   1978 - 1980

Skills
Accounting, General Ledger, Financial Reporting, Bookkeeping, GAAP, Journal Entries, Auditing, Accounts Receivable, Accounts Payable, Fixed Assets, Internal Controls, Analysis, Financial Analysis, Financial Modeling, QuickBooks

Education
Texas Tech University   1974 — 1978
BBA, Accounting

Bruce McFadden, CPA Bruce McFadden, CPA Greater Atlanta Area Details
Bruce McFadden, CPA's Touche Ross & Co. Experience July 1979 - December 1983
Job Partner at Carr, Riggs & Ingram, LLC
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC   December 1983 - Present
Touche Ross & Co.   July 1979 - December 1983

Skills
Audit, SEC reporting, Manufacturing, Auditing, Accounting, Mergers, Retail, Due Diligence, CPA, Forensic Accounting, GAAP, SEC filings, Tax, Corporate Tax, Financial Reporting, Tax Preparation, Income Tax, Financial Accounting, Management Consulting, US GAAP, Tax Accounting, Internal Controls, Sarbanes-Oxley Act, Tax Research, External Audit, Mergers & Acquisitions, Financial Analysis, Private Equity, Financial Statements, Financial Audits, Strategic Financial..., Business Valuation, S Corporations, Partnership Taxation, Assurance, Tax Returns, Audits of Employee..., International Tax, Cash Flow Forecasting, Tax Advisory, Sarbanes-Oxley, State Tax, General Ledger, QuickBooks, LLC, Gift Tax, Certified Fraud Examiner, Construction Accounting, Consolidation, Business Consulting

Education
Michigan State University   1977 — 1979
BS, Accounting

Bob Len Bob Len Washington D.C. Metro Area Details
Bob Len's Touche Ross & Co. Experience June 1985 - December 1988
Job Managing Director, Wolf Group Capital Advisors
Industry Investment Management
Experience
Wolf Group Capital Advisors   January 1996 - Present
The Wolf Group, PC  December 1988 - Present
Touche Ross & Co  June 1985 - December 1988

Education
Georgetown University - The McDonough School of Business   1986 — 1989
Masters, Taxation

University of Virginia   1981 — 1985
Bachelor of Science, Commerce

Steven Aguina Steven Aguina Greater Chicago Area Details
Steven Aguina's Touche Ross & Co. Experience 1984 - 1987
Job Accounting/Finance Professional, CPA
Industry Accounting
Experience
Follett Corporation  2008 - 2010
Tribune Publishing  2005 - 2007
Tribune Publishing  1997 - 2005
Chicago Tribune Company  1992 - 1997
Chicago Tribune Company  1989 - 1992
Tribune Company  1987 - 1989
Touche Ross & Co.   1984 - 1987
Harry F. Shea   1981 - 1984
Wm. Wrigley Jr. Co.   1979 - 1981

Education
Northwestern University - Kellogg School of Management   1996 — 1998
MBA, Management

University of Illinois at Urbana-Champaign   1975 — 1979

Bobby (Bob) Gowens Bobby (Bob) Gowens Houston, Texas Area Details
Bobby (Bob) Gowens's Touche Ross & Co. Experience June 1969 - 1971
Job VP Finance at Wisco International, Inc
Industry Accounting
Experience
Houston Baptist University  August 2014 - Present
Wisco International, Inc   July 1999 - Present
Wisco Moran Drilling Company, Inc.   July 1999 - Present
First Colony Church of Christ  1988 - Present
Boring & Tunneling Company of America, Inc.   January 2001 - March 2011
Abilene Christian University  1988 - 2008
Houston Baptist University  2001 - 2004
Randalls Food Markets, Inc.   August 1972 - April 1997
Touche Ross & Co  June 1969 - 1971

Skills
Strategic Planning, Management, Risk Management, Financial Modeling, Finance, Leadership, Accounting, Microsoft Excel, Public Speaking, Executive Management, QuickBooks, Budgets, Microsoft Word, Program Management, PowerPoint, Process Improvement, Coaching, Contract Negotiation, Teaching, Human Resources, Employee Benefits, Forecasting, Event Planning, Banking, Change Management, Power Excel user, Power MS Word user, financial modeling in..., Sales, Team Building, Cross-functional Team..., Cross Functional Team..., Lead Change

Education
Houston Baptist University - College of Business and Economics   1997 — 1999
MBA, General Management

University of Houston   1966 — 1969
BBA, Accounting & Behavioral Management

Amarillo College   1965 — 1966
Theoretical and Mathematical Physics

Amarillo High School   1962 — 1965
Grad

Julie Schoepp Julie Schoepp San Francisco Bay Area Details
Julie Schoepp's Touche Ross & Co. Experience 1983 - 1992
Job Partner, Dal Poggetto & Company LLP
Industry Accounting
Experience
Dal Poggetto & Company LLP  1992 - Present
Touche Ross & Co.   1983 - 1992

Skills
Corporate Tax, Tax, GAAP, Financial Accounting, Building Relationships, Strategic Partnerships, Accounting, Strategic Planning, Cost Accounting, Income Tax

Education
UC Berkeley Haas School of Business   1978 — 1982
BS, Accounting

Kim Childs Kim Childs Lake Oswego, Oregon Details
Kim Childs's Touche Ross & Co. Experience 1980 - 1983
Job Real Estate Broker at Keller Williams Realty Portland Premiere
Industry Real Estate
Experience
Keller Williams Realty Portland Premiere  April 2004 - Present
Williams Controls, Inc.   April 1999 - February 2001
Pacificorp Financial Services   April 1997 - March 1999
Touche Ross & Co.   1980 - 1983

Skills
Real Estate, Sellers, Residential Homes, Negotiation, Marketing, Buyers, First Time Home Buyers, Buyer Representation, Relocation, New Home Sales, Investors, Property, Short Sales, Selling, Investment Properties, REO, Customer Service, Real Estate Transactions, HUD, Referrals, Seller Representation, New Homes, Listings, Income Properties, Luxury, SFR, Real Property, 1031 Exchanges, First Time Home Sellers, Council of Residential..., Vacation Homes, Move Up Buyers, ABR, Townhomes, Seniors, Relocation Buyers, Acreage, Resellers, Home Staging, Waterfront, Sales

Education
Portland State University   1979 — 1980
Post-baccalureate in Accounting and Business, Accounting, Business

Oregon State University   1975 — 1978
B.S., Home Economics education

Jeff Larsen Jeff Larsen Boise, Idaho Area Details
Jeff Larsen's Touche Ross & Co. Experience October 1985 - July 1987
Job Medical Operations Director at Terry Reilly Health Services
Industry Outsourcing/Offshoring
Experience
Terry Reilly Health Services  March 2010 - Present
Hewlett-Packard  March 2000 - March 2010
United Way of Treasure Valley  2007 - 2010
Hewlett-Packard  May 1998 - March 2000
Hewlett-Packard  April 1992 - May 1998
Deloitte  January 1989 - October 1990
Touche Ross & Co  October 1985 - July 1987

Skills
Program Management, Strategic Planning, Process Improvement, Project Management, Leadership, Strategy, Management, Vendor Management, Integration, Outsourcing, Go-to-market Strategy, Cross-functional Team..., Business Strategy, Managed Services, Service Delivery, Team Building, Business Process..., Professional Services, Forecasting, Product Marketing, Business Process, Project Planning, Enterprise Software, Mergers & Acquisitions

Education
The University of Chicago   1990 — 1992
MBA, Finance, Marketing, Global Operations Management

Stanford University   1981 — 1985
BA, Economics

Eileen Hinds Eileen Hinds San Francisco Bay Area Details
Eileen Hinds's Touche Ross & Co. Experience 1987 - 1989
Job Owner at Eileen F. Hinds, CPA
Industry Accounting
Experience
Eileen F. Hinds, CPA   1993 - Present
Lindquist, von Husen & Joyce   1989 - 1990
Touche Ross & Co  1987 - 1989

Skills
Tax Preparation, Income Tax, Tax, Tax Returns, Accounting, Sales Tax, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Journal Entries

Education
Golden Gate University   1985 — 1987
BS, Accounting

Gadi Naaman Gadi Naaman Greater Philadelphia Area Details
Gadi Naaman's Touche Ross & Co. Experience 1977 - 1979
Job Director of Development at Potential Inc.
Industry Mental Health Care
Experience
Potential Inc.  August 2015 - Present
Sir Speedy of Newtown, Printing & Marketing Services   1990 - 2015
Faberge` Inc. (Formerly, Rapid American Industrial Group)   1981 - 1989
Motor Coils Manufacturing Company   1979 - 1981
Touche Ross & Co.   1977 - 1979

Skills
New Business Development, Marketing, Marketing Strategy, Leadership, Non-profit Program..., Corporate Gifts, Integrated Marketing, Advertising, Direct Marketing, Email Marketing, Small Business, Team Building, Team Leadership

Education
Georgia Institute of Technology   1976 — 1977
MSIE, Industrial Engineering & Operations Research

New York Institute of Technology   1973 — 1976
BS, Mechanical & Industrial Engineering

Jack W. Harris Jack W. Harris Greater Denver Area Details
Jack W. Harris's Touche Ross & Co. Experience September 1979 - September 1981
Job Forensic Accounting Expert
Industry Accounting
Experience
Jack W. Harris, Inc.   June 2012 - Present
American Arbitration Association  February 2012 - Present
RGL Forensics  July 2009 - June 2012
Jack W. Harris, CPA   April 1993 - July 2009
Peter Kiewit Sons', Inc.   September 1985 - April 1993
E. F. Hutton Life Insurance Co.   September 1981 - September 1985
Touche Ross & Co.   September 1979 - September 1981

Skills
Cost Auditing, Damages Quantification, Internal Auditing, Lost Profits, Fraud Investigations, Expert Testimony, Business Valuation, Civil & Criminal Matters, Construction Claims, Construction Defect, Arbitration, Arbitrator, Construction, Damages, Expert Witness, Cost Accounting, Fraud, Profit, Litigation Support, Internal Audit, Forensic Accounting, Auditing, Insurance, Accounting, Claim, CPA, Analysis, Due Diligence, Certified Fraud Examiner, Litigation Consulting, Dispute Resolution, Litigation, Commercial Litigation, Bankruptcy, Financial Analysis, Finance, Corporate Governance, Construction Law, Alternative Dispute..., Mediation, Mergers & Acquisitions, Corporate Law, Internal Controls, Forensic Analysis, Enterprise Risk..., Financial Reporting, FCPA, GAAP, Construction Accounting, Risk Management

Education
University of San Diego   1985 — 1988
MBA, Finance

San Diego State University-California State University   1977 — 1979
BA, Accounting

Mark G Leeds Mark G Leeds Greater New York City Area Details
Mark G Leeds's Touche Ross & Co. Experience 1974 - 1983
Job CFO at Win Properties Inc
Industry Real Estate
Experience
Win Properties Inc   1999 - Present
Mall Properties, Inc  1985 - 1999
Marks Paneth & Shron   1984 - 1985
Touche Ross & Co  1974 - 1983

Skills
Financial Reporting, Financial Analysis, Finance, Budgets, Accounting, CPA, Tax, Cash Management, Financial Accounting, Management, Auditing, Managerial Finance, Due Diligence, Real Estate, Internal Controls, SEC filings, US GAAP, GAAP, Banking, Mergers & Acquisitions, Private Equity, Forensic Accounting, Financial Planning, Strategic Financial..., Restructuring, Cash Flow, Internal Audit, Leadership, Business Valuation, Real Estate Financing, Business Planning, Family Office, Family Business

Education
New York University - Leonard N. Stern School of Business   1973 — 1974
Masters of Science, Accounting

Stony Brook University   1969 — 1973
BA, Psychology

Lynbrook High School   1966 — 1969
High School

Wm. Lee Merritt Wm. Lee Merritt Lincoln, Nebraska Area Details
Wm. Lee Merritt's Touche Ross & Co. Experience September 1973 - September 1977
Job Managing Principal at Bridgepoint Merchant Banking
Industry Management Consulting
Experience
Bridgepoint Merchant Banking  September 2015 - Present
Business Transition Consulting, LLC   August 2015 - Present
REI-ED Solutions, LLC   August 2015 - Present
Business Planning & Financial Consulting Leaders of Nebraska   July 2015 - Present
First National Bank of Omaha  January 2014 - July 2015
Woods & Aitken LLP  January 1980 - January 2014
Kelly, Wallace, Moore & Merritt, P.C.   1977 - 1979
Touche Ross & Co.   September 1973 - September 1977

Skills
Mergers & Acquisitions, Corporate Law, Banking, Construction Law, Commercial Lending, Acquisitions, Finance, Banking Law, Commercial Banking, Restructuring, Mergers, Business Development, Transactional Law, Corporate Finance, Financial Institutions, Real Estate, Intellectual Property, Estate Planning, Leadership, Antitrust Counseling, Directors' Duties, Treasury Management, Financial Services, Financial Analysis, Risk Management, Management, Credit, General Corporate..., Mergers & Business..., Business Strategy, Business Planning, Global Business Planning, Business Transition..., Global Business Strategy, International Business..., Strategic Planning, Real Estate Transactions, Commercial Real Estate, Real Estate Financing

Education
University of Nebraska College of Law   1971 — 1974
JD, Business and Tax Law, Graduated with Distinction

Univesity of Nebraska College of Business Administration   1967 — 1971
BSBA, Accouting

Bernie Salamon Bernie Salamon Bethesda, Maryland Details
Bernie Salamon's Touche Ross & Co. Experience 1984 - 1986
Job owner at Potomac Engraving Co. Inc.
Industry Accounting
Experience
Potomac Engraving Co. Inc.   1986 - Present
Touche Ross & Co.   1984 - 1986
Peat, Marwick, Mitchell & Co.   1981 - 1984

Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Accounting, Financial Analysis, Internal Controls, QuickBooks, Income Tax, Tax Preparation, Sales, Sales Management

Education
University of Maryland College Park
Bachelor of Science (BS), Accounting

Janet Riley Janet Riley Barrington, Illinois Details
Janet Riley's Touche Ross & Co. Experience 1982 - 1985
Job Corporate Vice President, Global Tax at Motorola Solutions, Inc.
Industry Information Technology and Services
Experience
Motorola Solutions  January 2011 - Present
Motorola  April 2007 - January 2011
Motorola  1998 - 2007
Motorola, Inc.   1996 - 1998
Motorola, Inc.   1992 - 1996
Motorola, Inc.   1989 - 1992
Hartmarx Corporation  1986 - 1989
Touche Ross & Co.   1982 - 1985

Skills
CPA, Tax, Sarbanes-Oxley, Change Management, Financial Analysis, Financial Reporting, Internal Controls, International Tax, Leadership, Mergers, Process Improvement, Sarbanes-Oxley Act, Strategy, Tax Accounting, Tax Research, US GAAP

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1983 — 1988
Masters of Science, Taxation

University of Notre Dame - Mendoza College of Business   1978 — 1982
Bachelor of Business Administration (BBA), Accounting

Karl Boshart Karl Boshart Greater Chicago Area Details
Karl Boshart's Touche Ross & Co. Experience 1978 - 1980
Job Contract Manager at CF Industries, Inc.
Industry Chemicals
Experience
CF Industries, Inc.   October 2013 - Present
CF Industries, Inc.   July 2005 - October 2013
CF Industries, Inc.   1991 - 2005
CF Industries, Inc.   1980 - 1991
Touche Ross & Co.   1978 - 1980

Skills
Certified Public..., SEC filings, US GAAP, Financial Reporting, Chemicals, Managing Managers, Board of Directors..., Technical Accounting..., Standards Compliance, Business Process..., Highly detail oriented, Team-oriented, Communication Skills, Seasoned, Corporate Budgeting, Financial Audits, Variance Analysis

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

Western Michigan University
BBA, Accounting

Ernest G. Weafer Ernest G. Weafer Houston, Texas Area Details
Ernest G. Weafer's Touche Ross & Co. Experience 1978 - 1980
Job Owner, Ernest G. Weafer, CPA
Industry Accounting
Experience
Ernest G. Weafer, CPA   1980 - Present
Touche Ross & Co  1978 - 1980
JK Lasser & Co   1972 - 1978

Skills
Tax Preparation, Tax Consulting, Tax Audit Representation, Mergers & Acquisitions, Tax Advisory, Tax, Internal Controls, Budgets, Tax Research, Finance, General Ledger, Strategic Planning, Accounting, Financial Reporting, Corporate Tax, Financial Analysis, QuickBooks, Financial Accounting, Microsoft Office, Tax Accounting, GAAP

Education
McNeese State University   1967 — 1971
BS in Accounting, Accounting and Finance

McAllen High School   1963 — 1967

Vincent Sweeney Vincent Sweeney Greater Chicago Area Details
Vincent Sweeney's Touche Ross & Co. Experience September 1986 - January 1989
Job Vince Sweeney | Corporate Controller | Sr. Finance Director | Global Manufacturing | Integrations | Controls | ERP
Industry Electrical/Electronic Manufacturing
Experience
Knowles Corporation  August 2013 - Present
Knowles Corporation  July 2006 - August 2013
Cole-Parmer  June 2004 - July 2006
ITW Paslode  1997 - 2004
Maxtec International   January 1996 - March 1997
Saxon Paint & Home Centers, Inc.   1994 - 1996
Aon Corporation  January 1989 - July 1994
Touche Ross & Co.   September 1986 - January 1989

Skills
Forecasting, Process Improvement, Accounting, Financial Analysis, Budgets, Manufacturing, Financial Reporting, Hyperion Enterprise, Continuous Improvement, Strategic Planning, Internal Controls, Oracle, Internationl Tax, Foreign Currency, Cognos Business..., Standard Costs, Working Capital..., Acquisitions, Acquisition Integration, Due Diligence, Talent Management, Team Building, Leadership Development, Compliance, Facility Start-up, Foreign Investment, Tax Incentives, Credit Risk, Inventory Control, ERP Implementations, Financial Audits, Sarbanes-Oxley, FX Hedging, Sustainability Programs, Corporate Social..., Code of Conduct, Financial Modeling, Capital Projects, Supply Chain..., Transfer Pricing, Treasury, Start-ups

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General

Marquette University   1983 — 1986
Bachelor's degree, Accounting

Certified Public Accountant
State of Illinois (licensed)

Mark Melio Mark Melio Greater Chicago Area Details
Mark Melio's Touche Ross & Co. Experience June 1984 - March 1987
Job Managing Partner, Melio & Company, LLC
Industry Financial Services
Experience
Melio & Company, LLC   May 2009 - Present
JPMorgan  January 1997 - March 2009
Goldman Sachs  1987 - 1997
Touche Ross & Co.   June 1984 - March 1987

Skills
Portfolio Management, Financial Modeling, Corporate Finance, Investment Banking, Risk Management

Education
Carnegie Mellon University   1982 — 1984
M.S., Management & Policy Analysis

Penn State University   1978 — 1982
B.S., Economics

Larry Englert Larry Englert Charlotte, North Carolina Area Details
Larry Englert's Touche Ross & Co. Experience 1977 - 1979
Job Principal, Cardinal Point Partners, Inc.
Industry Management Consulting
Experience
Cardinal Point Partners, Inc.   2004 - Present
Sanders Brothers, Inc.   2010 - 2013
Palmetto Long Term Pharmacy   2012 - 2012
Thunder Creek, LLC   2009 - 2012
Anderson Bauman Tourtellot Vos & Co.   1996 - 2003
Englert & Associates   1987 - 1996
North Carolina Film Studio, Inc.   1983 - 1986
Dino DeLaurentiis Corporation   1980 - 1986
Touche Ross & Co.   1977 - 1979

Skills
Strategic Planning, New Business Development, Finance, Financial Analysis, Business Strategy, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Business Planning, Management Consulting, Business Development, Team Building, Budgets, Negotiation, Strategy, Banking, Sales Management, Analysis, Marketing, Account Management, Public Speaking, Restructuring, Credit, Executive Management, Turn Around Management, Start-ups

Education
Drexel University - College of Business and Administration
BSBA, Accounting and Finance

Steve Hermes Steve Hermes Greater San Diego Area Details
Steve Hermes's Touche Ross & Co. Experience July 1974 - August 1981
Job Audit Committee Chair at Alzheimer's Association San Diego/Imperial
Industry Nonprofit Organization Management
Experience
Alzheimer's Association San Diego/Imperial   July 2011 - Present
San Diego Public Library Foundation  March 2015 - Present
Mission Edge San Diego  June 2010 - Present
Sustainable Surplus Exchange   2012 - Present
University of California San Diego - Extension  January 2010 - September 2013
University of San Diego  January 2010 - May 2010
Mayer Hoffman McCann P.C.   January 1982 - October 2009
Nation Smith Hermes Diamond  January 1982 - December 2004
Touche Ross & Co.   July 1974 - August 1981

Skills
Accounting, Non-profits, Nonprofits, Financial Reporting, Internal Controls, Marketing, Managerial Finance, Auditing, CPA, Budgets, Team Building, Financial Analysis, Philanthropy, Process Improvement, Finance, Mergers & Acquisitions, Public Speaking, Leadership, Management, Grants, Management Consulting, Social Media, Small Business, Start-ups, Strategic Planning, Business Planning, Business Development, Microsoft Office, QuickBooks, Analysis, Government, Management Accounting, Data Analysis, Human Resources, Fundraising, Event Planning, Training, Microsoft Excel, GAAP, Financial Accounting, Leadership Development, Strategy, Organizational..., SEC filings, Board Relations, Executive Management, Strategic Financial..., Financial Modeling, Due Diligence

Education
Indiana University Bloomington   1972 — 1974
MBA, Accounting

Illinois College   1968 — 1972
BA, Business and Economics

Richard Turpen, Ph.D., CPA, CFE, CISA, CITP Richard Turpen, Ph.D., CPA, CFE, CISA, CITP Montgomery, Alabama Details
Richard Turpen, Ph.D., CPA, CFE, CISA, CITP's Touche Ross & Co. Experience 1975 - 1981
Job Professor of Accounting at Auburn University Montgomery
Industry Higher Education
Experience
Auburn University Montgomery  2014 - Present
Auburn University Montgomery  2012 - 2013
University of Alabama at Birmingham  1993 - 2012
Appalachian State University  1992 - 1993
University of Tennessee  1986 - 1992
Touche Ross & Co.   1975 - 1981

Education
University of Alabama
Ph.D., Accounting

University of Alabama
M.A., Accounting

Birmingham-Southern College
B.S., Mathematics and Accounting

Patrick Irvine Patrick Irvine Phoenix, Arizona Details
Patrick Irvine's Touche Ross & Co. Experience February 1985 - August 1989
Job Attorney at Fennemore Craig
Industry Law Practice
Experience
Fennemore Craig  January 2012 - Present
American Arbitration Association  2012 - Present
Arizona Court of Appeals  2002 - 2011
Arizona Attorney General's Office  August 1989 - August 2002
Touche Ross & Co.   February 1985 - August 1989
Gila River Indian Community Law Office  January 1981 - August 1983

Skills
Courts, Litigation, Mediation, Personal Injury, Appeals, Legal Research, Arbitration, Legal Writing, Commercial Litigation, Administrative Law, Civil Litigation, Licensing, Product Liability, Bankruptcy, Corporate Law, Intellectual Property, Trials, Dispute Resolution, Construction Law, Alternative Dispute..., Criminal Defense, Employment Law, Westlaw, Trial Practice, Appellate Practice, Hearings, Public Policy, Criminal Law, Family Law, Torts

Education
University of San Diego   1983 — 1984
Master of Laws (LL.M.), Taxation

Arizona State University College of Law   1977 — 1980
Doctor of Law (J.D.), Law

Arizona State University   1976 — 1977
Bachelor of Science (B.S.), Political Science

Phoenix College   1975 — 1975

Carol Seubert Marx Carol Seubert Marx Columbus, Ohio Area Details
Carol Seubert Marx's Touche Ross & Co. Experience 1979 - 1989
Job Attorney at Law
Industry Law Practice
Experience
Carol Seubert Marx, Attorney at Law   May 1989 - Present
Ohio State Bar Association  2010 - 2013
Touche Ross & Co.   1979 - 1989

Skills
Estate Planning, Litigation, Workers Compensation, Wills, Estate Administration, Public Speaking, Trusts, Powers of Attorney, Legal Issues, Social Security..., Social Security Law, Personal Injury..., Tax Law, Disability Law, Administrative Law, Torts

Education
The Ohio State University Moritz College of Law   1976 — 1979
JD, Law

University of Toledo   1972 — 1976
BA, Economics

David Penzone David Penzone Pensacola, Florida Area Details
David Penzone's Touche Ross & Co. Experience June 1987 - December 1989
Job President of Penzone Enterprises, LLC, independent business and advisory services.
Industry Financial Services
Experience
Penzone Enterprises, LLC   January 2009 - Present
Deloitte  June 2005 - December 2008
Deloitte  June 2001 - May 2005
Deloitte  June 1998 - May 2001
Deloitte  June 1996 - May 1998
Deloitte  June 1991 - May 1996
Deloitte  December 1989 - May 1991
Touche Ross & Co.   June 1987 - December 1989
Touche Ross & Co.   June 1985 - May 1987
Touche Ross & Co.   June 1984 - May 1985

Skills
Tax, Financial Planning, Mergers, Due Diligence, Accounting, Pension advisory..., Mergers & Acquisitions, Strategic Financial..., Management, Strategic Planning, Leadership, Analysis, Business Planning, Employee Benefits, Recruiting, Human Resources, Contract Negotiation, Strategy, Corporate Tax, Finance, Financial Reporting

Education
The Ohio State University Moritz College of Law   1973 — 1976
Juris Doctor, Taxation/Securities, cum laude

The Ohio State University   1969 — 1973
BS/BA, Finance/Accounting

Tom Yoder Tom Yoder Greater Detroit Area Details
Tom Yoder's Touche Ross & Co. Experience July 1985 - July 1988
Job Global Director Global Payroll, Global WorkForce Mgmt (Timekeeping) and Global Corporate Card/T&E at General Motors
Industry Automotive
Experience
General Motors  March 2014 - Present
General Motors  November 2008 - March 2014
General Motors  November 2005 - November 2008
General Motors  July 2002 - November 2005
General Motors  April 2000 - July 2002
General Motors  October 1997 - April 2000
General Motors  March 1996 - October 1997
General Motors  July 1988 - March 1996
Touche Ross & CO  July 1985 - July 1988

Skills
Accounting, Analysis, Cash Flow, Finance, Internal Controls, Fixed Assets, General Ledger, Budgets, GAAP, Financial Forecasting, Manufacturing, Forecasting, Financial Reporting, Financial Modeling, Financial Accounting, Cost Accounting, Sarbanes-Oxley Act, Managerial Finance, US GAAP, Variance Analysis, Process Improvement

Education
University of Detroit Mercy   1990 — 1992
MBA, Business

Central Michigan University   1981 — 1985
BS in BA, Accounting

Steven Berkson Steven Berkson Greater Los Angeles Area Details
Steven Berkson's Touche Ross & Co. Experience July 1982 - September 1987
Job President at Berkson Asset Management, Inc.
Industry Financial Services
Experience
Berkson Asset Management, Inc.   September 1992 - Present
Steven M. Berkson, CPA   September 1987 - Present
Touche Ross & Co.   July 1982 - September 1987

Skills
Estate Planning, Financial Planning, Portfolio Management, Tax, Asset Management, 401k, Wealth, Investment Strategies, High Net Worth..., Real Estate, Asset Allocation, Financial Planners, Strategic Financial..., CPA, Finance, Tax Preparation, Asset Managment, Income Tax, Trusts, Investments, Mergers & Acquisitions, Due Diligence

Education
University of Southern California - Marshall School of Business   1983 — 1986
MBT, Master of Business Taxation

University of California, Los Angeles   1979 — 1982
BA, Economics

Neil Soltis Neil Soltis Greater Minneapolis-St. Paul Area Details
Neil Soltis's Touche Ross & Co. Experience January 1974 - January 1977
Job Finance Officer at City of Hudson Wisconsin
Industry Government Administration
Experience
City of Hudson Wisconsin   August 2011 - Present
Village of Osceola   May 2002 - October 2011
City of Shaker Heights  February 2001 - April 2002
City of Shaker Heights  1999 - 2001
City of Shaker Heights  1994 - 1999
Kopf Construction Corp.   1987 - 1994
Civil Service Commission  1981 - 1987
Touche Ross & Co.   January 1974 - January 1977

Skills
Budgets, Analysis, Management, Project Management, Negotiation, Management Consulting, Leadership, Administration, Strategic Planning, Accounting, Finance, Auditing, Customer Service, Human Resources, Managerial Finance, Economic Development, Government, Community Outreach, Public Speaking

Education
Cleveland State University, Levin College of Urban AffairsLeadership Academy Fellow
Graduate, Studies

Saint Vincent College   1970 — 1974
B.S., Accounting

Richard Dalton Richard Dalton San Francisco Bay Area Details
Richard Dalton's Touche Ross & Co. Experience 1986 - 1988
Job Managing Director at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners LLC   August 2007 - Present
SVB Alliant  April 2003 - August 2007
Broadview International  January 1992 - January 2003
Broadview  1992 - 2003
Touche Ross & Co.   1986 - 1988

Skills
Restructuring, Private Placements, Mergers, Investment Banking, Venture Capital, Finance, Corporate Finance, Private Equity, Corporate Development, Capital Markets, Leveraged Finance, Divestitures, Strategy, Financial Modeling, IPO, LBO, Entrepreneurship, Mergers & Acquisitions, Cross-border..., Investments, Acquisitions, M&A experience, Emerging Markets, Due Diligence, Valuation, Capital Raising, Start-ups, Acquisition Integration, Growth Capital, Venture Financing, Recapitalizations, Business Valuation, Deal Sourcing, Angel Investing, Investor Relations, Buyouts

Education
Boise State University   1980 — 1983
BBA, Accounting / Finance

Jonathan (Jon) Matalon Jonathan (Jon) Matalon Greater Los Angeles Area Details
Jonathan (Jon) Matalon's Touche Ross & Co. Experience 1976 - 1980
Job EVP \​ CFO at National Bank of California
Industry Banking
Experience
National Bank of California  October 2010 - Present
California General Bank, N.A.   June 2006 - October 2010
Professional Business Bank  March 2001 - June 2006
First State Bank of Southern California   August 1990 - February 2001
Sears Savings Bank   1983 - 1989
Touche Ross & Co.   1976 - 1980

Skills
Finance, Banking, Financial Reporting, Accounting, Financial Analysis, Cash Management, Managerial Finance, Commercial Lending, Auditing, Commercial Banking, Financial Institutions, Budgets, Risk Management, Executive Management, Loans, SEC filings, Mergers & Acquisitions, Credit, Leadership, Credit Analysis, Mortgage Lending, CPA, Investments, Portfolio Management, Lines Of Credit, Retail Banking, Credit Risk, Small Business Lending, Asset Management, Asset Based Lending, Financial Services, Financial Risk, Financial Modeling, Internet Banking, Strategic Financial..., Private Banking, Cash Flow, SBA, Due Diligence, Treasury Management, Underwriting, Corporate Finance, Operational Risk, AML, Private Equity, Sarbanes-Oxley Act, Internal Audit, Budgeting, Financial Management, Administration

Education
University of Southern California   1974 — 1976
BS, Business Administration

James Beckwith James Beckwith Sacramento, California Area Details
James Beckwith's Touche Ross & Co. Experience 1981 - 1991
Job President/CEO at Five Star Bank
Industry Banking
Experience
Five Star Bank - California  2003 - Present
Redwood Empire Bancorp & National Bank of the Redwoods   1999 - 2003
Redwood Empire Bancorp & National Bank of the Redwoods   1995 - 2003
Redwood Empire Bancorp & National Bank of the Redwoods   1999 - 2002
Touche Ross & Co.   1981 - 1991

Skills
Commercial Lending, Certified Treasury..., Banking, Executive Management, Real Estate Lending, Due Diligence, Small Business Lending, Commercial Banking, Financial Modeling, Leadership, Finance, Strategic Planning, Mergers & Acquisitions, Strategic Financial..., Restructuring, Accounting, Real Estate, Portfolio Management, Credit, Loans, Credit Analysis, Cash Management, Financial Analysis, Commercial Mortgages, Mortgage Lending, Underwriting, Risk Management, Loan Origination, Lines Of Credit, Commercial Real Estate, Treasury Management, Mortgage Banking, Investments, Asset Based Lending, Valuation, Private Banking

Education
Pacific Coast Banking School

San Francisco State University, College of Business
BS, Business Administration with Concentration in Accounting

Cynthia P. Clark Cynthia P. Clark Greater New York City Area Details
Cynthia P. Clark's Touche Ross & Co. Experience 1978 - 1983
Job Career Coach and Human Resources Consultant
Industry Human Resources
Experience
Clark Consulting Corporation   1998 - Present
Career Quest Coaching, Inc.   1998 - 2014
Baruch College - CUNY  1998 - 2012
Avon  2005 - 2005
JP Morgan Chase  1985 - 1998
Touche Ross & Co.   1978 - 1983

Skills
Coaching, Motivational Speaking, Leadership Development, Organizational..., Executive Coaching, Change Management, Employee Relations, Performance Management, Talent Management, Mentoring, Personnel Management, Career Development, Recruiting, Succession Planning, Public Speaking, Leadership, Interviews, Onboarding, Resume Writing, Career Management, Management, Employee Engagement, Career Counseling, Human Resources, Team Building, Strategy, Analysis, Budgets, Time Management, Organizational..., Outlook, Staff Development, Workshop Facilitation, Nonprofits, Training, Employee Training, Workshops, Job Search, Conflict Resolution, Employee Benefits, Instructional Design, MBTI, Deferred Compensation, Interview Preparation, Organizational Design, HRIS, Talent Acquisition, New Hire Orientations, Policy, College Recruiting

Education
Northwestern University - Kellogg School of Management   1983 — 1985

Fairleigh Dickinson University
BS, Management

Myrl Kicklighter Myrl Kicklighter San Francisco Bay Area Details
Myrl Kicklighter's Touche Ross & Co. Experience 1980 - 1983
Job Pouring & Selling Wines for Wente Vineyards
Industry Wine and Spirits
Experience
Wente Family Estates  April 2014 - Present
Wente Family Estates  October 2011 - March 2014
Tech’Tēgic Management Consulting   June 2005 - December 2011
SwiftMD  2008 - 2009
UnitedHealth Group's HealthAtoZ   November 2006 - August 2007
WebMD  September 2000 - March 2005
Kicklighter Consulting Group   1990 - 2000
PRODATA, INC. (d.b.a PRO-STAR)   1991 - 1993
Bank of America  1985 - 1990
Touche Ross & Co.   1980 - 1983

Skills
Project Management, Contract Negotiation, Business Process..., Operations Management, Information Technology, Software Development, System Administration, Technical Support, Due Diligence, Strategic Planning, Program Management, Process Improvement, Cross-functional Team..., Product Management, Business Analysis, Mobile Devices, Management Consulting, CRM, SaaS, Business Development, Strategy, Management, Integration, Leadership, Entrepreneurship, Mergers & Acquisitions, Team Building, Analysis, Product Development, Project Planning, ERP, Budgets, Business Process, Start-ups, Recruiting, SDLC, Sales, Account Management, Telecommunications, Human Resources, Negotiation, Vendor Management, Consulting, Marketing Management, Organizational..., Business Strategy, Data Center, Security, Business Intelligence, Product Marketing

Education
Florida State University   1967 — 1969
BA, PR & Advertising (1st major) - Marketing Mgmt (2nd major)

Daytona Beach Community College   1964 — 1966
AA, Business Administration, Management and Operations

Mainland Senior High School   1961 — 1964
High School, College Prep

John Skarbnik John Skarbnik Greater New York City Area Details
John Skarbnik's Touche Ross & Co. Experience 1979 - 1982
Job Tax Attorney at Walder, Hayden & Brogan
Industry Law Practice
Experience
Walder, Hayden & Brogan   1988 - Present
Fairleigh Dickinson University  1988 - Present
West Orange, NJ   July 1996 - July 2008
Law Firm of Skarbnik & Skarbnik   1984 - 1988
The Law Firm of Herbert M. Gannet   1982 - 1984
Touche Ross & Co.   1979 - 1982

Skills
Estate Planning, Tax, Corporate Tax, Estate Administration, Tax Law, Trusts, Income Tax, Partnership Taxation, Tax Accounting, International Tax, Tax Advisory, Corporate Law, LLC, Tax Research, Tax Preparation, Estate Tax Planning, Litigation Support, Commercial Litigation, Due Diligence, Wills, US Tax, Mergers & Acquisitions, Legal Research, IRS, Tax Returns, Litigation, Gift Tax, Financial Planners, Sales Tax, Corporate Governance, Courts, S Corporations, Legal Writing, Strategic Financial..., Transfer Pricing, Bankruptcy, CPA, Appeals, Forensic Accounting, State Tax, Westlaw, Dispute, Property Tax, White Collar Criminal..., SEC filings, Civil Litigation, Mediation, Business Formation, Criminal Law, Trials

Education
New York University School of Law   1981 — 1984
L.L.M., Taxation

Rutgers University School of Law - Newark   1976 — 1979
J.D., Law

Rutgers College   1972 — 1976
B.A., Economics

Mountain High School West Orange New Jersey   1968 — 1972
High School Degree

cindy monaghan cindy monaghan Baltimore, Maryland Area Details
cindy monaghan's Touche Ross & Co. Experience 1981 - 1983
Job Accounting Manager at Freestate Petroleum Corporation
Industry Oil & Energy
Experience
Freestate Petroleum Corporation   July 2007 - Present
Medical Management  1992 - 1993
Blue Cross & Blue Shield of Maryland   1983 - 1992
Touche Ross & Co  1981 - 1983

Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Accounts Payable, Microsoft Excel, Budgets, Account Reconciliation, Internal Controls, Auditing, Accounts Receivable, Forecasting, Sarbanes-Oxley Act, Financial Accounting, SAP, Variance Analysis, Microsoft Office, Payroll, Fixed Assets, Cost Accounting, Process Improvement

Education
Loyola University Maryland   1977 — 1981
Bachelor of Arts (BA), Accounting- CPA

Towson High School

Romeo R. Dizon Romeo R. Dizon San Francisco Bay Area Details
Romeo R. Dizon's Touche Ross & Co. Experience 1982 - 1985
Job
Industry Computer Software
Experience
Iridex  2008 - Present
Corel/Intervideo, Inc.   2004 - 2008
Jefferson Wells International  2004 - 2004
Fortel Inc., (formerly Zitel Corporation)   1987 - 2003
Telogy Inc.  1985 - 1987
Touche Ross & Co.   1982 - 1985

Education
Munster High School

Southern Illinois University, Carbondale
Bachelors of Science

Terry Vander Ploeg Terry Vander Ploeg Grass Valley, California Details
Terry Vander Ploeg's Touche Ross & Co. Experience September 1984 - April 1987
Job Working with RGP, Spa Blends USA and Liberty Group of Nevada
Industry Accounting
Experience
Independent Financial Consultant  January 2015 - Present
OMED of Nevada, LLC   October 2009 - December 2014
Motorola  May 1988 - June 2007
Motorola Japan Ltd.  1998 - 2005
Motorola EMTEK Healthcare   1992 - 1998
Touche Ross & Co.   September 1984 - April 1987

Education
Northern Arizona University   1980 — 1983
Bachelor of Science (BS), Accounting and Business/Management

William D. Caton William D. Caton Dallas/Fort Worth Area Details
William D. Caton's Touche Ross & Co. Experience June 1979 - June 1983
Job President at Caton Consulting Group, PC
Industry Accounting
Experience
Caton Consulting Group, PC   January 2011 - Present
Carroll, Caton & Greenway, PC   June 1983 - Present
Touche Ross & Co  June 1979 - June 1983
Touche Ross & Co.   June 1976 - January 1979

Skills
Aviation, Golf, Team Leadership, President of Irving..., Former Board Chair of...

Education
University of North Texas   1980 — 1982

Baylor University - Hankamer School of Business   1972 — 1976
BBA, Accounting

Mary Ann Kozel, CPA Mary Ann Kozel, CPA Greater Philadelphia Area Details
Mary Ann Kozel, CPA's Touche Ross & Co. Experience 1980 - 1983
Job CFO at Wilmington Veterans Affairs Medical Center
Industry Hospital & Health Care
Experience
Wilmington Veterans Affairs Medical Center   January 2010 - Present
Sashco, Inc.   October 2009 - January 2010
Sashco, Inc.   August 2002 - November 2009
Mobile Tool International, Inc.   September 1996 - December 2001
Coors Ceramics Company  1987 - 1996
Adolph Coors Company  1985 - 1987
Denelcor, Inc.   1984 - 1985
Safeguard Scientifics. Inc.   1983 - 1984
Touche Ross & Co.   1980 - 1983

Skills
Accounting, Forecasting, Financial Analysis, Mergers, Strategic Planning, Financial Reporting, Process Improvement, Cost Accounting, Financial Accounting, Mergers & Acquisitions, Leadership, Financial Modeling, Finance, Project Planning, Managerial Finance, Cross-functional Team..., Management

Education
Saint Joseph's University   1976 — 1980
B.S., Accounting

Frances R. Kawaguchi Frances R. Kawaguchi San Francisco Bay Area Details
Frances R. Kawaguchi's Touche Ross & Co. Experience September 1985 - March 1988
Job Vice President at BNP Paribas
Industry Banking
Experience
BNP Paribas  September 2004 - Present
Banque Nationale de Paris  September 1998 - September 2004
Banque Nationale de Paris  September 1991 - September 1998
Accounting Solutions  April 1988 - August 1991
Touche Ross & Co.   September 1985 - March 1988

Skills
Auditing, Back Office, Banking, Internal Controls, AML, Crisis Management, Accounting, Business Continuity..., Compliance, Financial Services, Internal Audit, Payments, Risk Management

Education
California State University-Hayward   1983 — 1985
n/a, Business (accounting, audit emphasis)

University of California, Davis   1974 — 1978
Bachelor's Degree, Dietetics

Beth Mittelstaedt Beth Mittelstaedt Greater Denver Area Details
Beth Mittelstaedt's Touche Ross & Co. Experience June 1981 - July 1986
Job Certified Public Accountant
Industry Accounting
Experience
The Xavier Foundation   April 2005 - December 2007
Elizabeth L. Mittelstaedt, CPA   January 1989 - December 2005
The Scottscom Group   July 1986 - January 1989
Touche Ross & Co.   June 1981 - July 1986

Education
University of Arizona   1977 — 1981
BSBA, Accounting and Finance

Robert N. Waxman Robert N. Waxman New York, New York Details
Robert N. Waxman's Touche Ross & Co. Experience 1962 - 1989
Job CPA Expert Witness, Litigation Services, Due Diligence, Forensic Accounting, Dispute Advisory Services
Industry Accounting
Experience
Robert N Waxman, CPA   1992 - Present
Midway Games Inc.  2004 - 2009
Deloitte & Touche LLP  1989 - 1991
Touche Ross & Co.   1962 - 1989

Skills
Auditing, SEC filings, Due Diligence, Investigations, Expert..., Accounting, Finance, Mergers & Acquisitions, GAAP, Forensic Accounting, Financial Accounting, IFRS

Education
City University of New York

Fred Caslavka Fred Caslavka Greater Minneapolis-St. Paul Area Details
Fred Caslavka's Touche Ross & Co. Experience July 1984 - November 1986
Job CFO at Landscape Structures Inc
Industry Sporting Goods
Experience
Landscape Structures Inc  July 1991 - Present
Browning-Ferris Industries, Inc.   July 1990 - July 1991
Browning-Ferris Industries, Inc.   July 1990 - July 1991
Browning-Ferris Industries, Inc.   November 1988 - July 1990
Coopers & Lybrand  November 1986 - November 1988
Touche Ross & Co.   July 1984 - November 1986

Skills
Process Improvement, Strategic Planning, New Business Development, Product Development, Team Building, Forecasting, Leadership, Management, Cross-functional Team..., Marketing Strategy, Executive Management, Budgets, Strategy, Business Strategy, Operations Management, Business Analysis, Product Management, Financial Analysis

Education
University of Saint Thomas   2010 — 2013
Master of Business Administration (M.B.A.), Executive MBA, With Honors

Drake University   1979 — 1984
Accounting, finance and operations management

Neil Pressman Neil Pressman Hartford, Connecticut Area Details
Neil Pressman's Touche Ross & Co. Experience January 1982 - November 1985
Job Partner at Presscott AssociatesA Division of ParenteBeard LLC
Industry Hospital & Health Care
Experience
Presscott Associates-A Division of ParenteBeard LLC   December 2012 - Present
Presscott Associates, Ltd.   June 1989 - Present
Travelers Health Network  November 1985 - March 1989
Touche Ross & Co.   January 1982 - November 1985

Skills
Managed Care, Healthcare Industry, Revenue Cycle, Health Policy, Healthcare Management, Hospitals, HMO, Network Development, Healthcare Consulting

Education
Temple University - Fox School of Business and Management   1977 — 1979
MBA, Health Administration / Operations Research

New York University   1975 — 1977
MS, Biochemistry

University at Buffalo   1971 — 1975
BA, Biology/Psychology

Abraham Lincoln High School   1968 — 1971
High School Diploma, General

Birgit Jahina Birgit Jahina Greater Los Angeles Area Details
Birgit Jahina's Touche Ross & Co. Experience 1976 - 1979
Job Independent Real Estate Professional
Industry Real Estate
Experience
Other Professional Positions   1998 - Present
Colorgraphics Inc   1989 - 1997
First Los Angeles Bank  1988 - 1989
First Interstate Bancorp  1983 - 1987
Kenneth Leventhal & CO  1979 - 1983
Kenneth Leventhal & Co  1979 - 1983
Touche Ross & Co  1976 - 1979

Skills
Real Estate, Real Estate Development, Property Management, Due Diligence, Short Sales, Investment Properties, Negotiation, Real Estate Transactions, Asset Management, Strategic Planning, Real Estate Economics, Leases, Commercial Real Estate

Education
The University of Göttingen   1968 — 1973

William Kooser William Kooser Chicago, Illinois Details
William Kooser's Touche Ross & Co. Experience June 1981 - September 1987
Job Associate Dean for Global Outreach at University of Chicago Booth School of Business
Industry Education Management
Experience
University of Chicago Booth School of Business  June 2013 - Present
Johns Hopkins University Carey Business School  2009 - May 2013
University of Chicago Booth School of Business  September 1987 - October 2009
Touche Ross & Co.   June 1981 - September 1987

Skills
Higher Education, Public Speaking, Leadership Development, Program Development, Teaching, Non-profits, Research, Student Affairs, Management Consulting, Career Counseling, Admissions, Career Development, Staff Development, Strategic Planning, Economics, Student Development

Education
The University of Chicago - Booth School of Business   1978 — 1981
MBA, Finance, Marketing, Int'l Business

Yale University   1974 — 1978
B.A., Economics

John Suttle John Suttle San Francisco Bay Area Details
John Suttle's Touche Ross & Co. Experience 1974 - 1977
Job Owner, SuttleLaw P.C.
Industry Law Practice
Experience
SuttleLaw P.C.   AttorneySuttleLaw, P.C.1982 - Present
Touche Ross & Co.   1974 - 1977

Education
Stanford University   1964 — 1969

Las Lomas High School

Howard Sacarob Howard Sacarob Greater New York City Area Details
Howard Sacarob's Touche Ross & Co. Experience 1978 - 1982
Job VP and Managing Director, US Taxation at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada  October 2001 - Present
GE Capital  1999 - 2001
CIBC World Markets  1996 - 1999
Coopers & Lybrand LLP  1993 - 1996
Chemical Bank  1982 - 1993
Touche Ross & Co.   1978 - 1982

Education
The George Washington University Law School   1975 — 1978

University of Florida - Warrington College Of Business   1972 — 1975
BSBA, Accounting

Bruce Hinman Bruce Hinman Fresno, California Area Details
Bruce Hinman's Touche Ross & Co. Experience January 1979 - November 1979
Job Adviser & Coach to CEOs who want to grow profitably while working less hours & making more of an impact w/ their lives
Industry Management Consulting
Experience
Vistage  September 2014 - Present
California Cancer Associates for Research and Excellence (cCARE)   May 2013 - Present
Bruce Hinman Consulting   March 2013 - Present
Easter Seals Central California  October 1996 - September 2012
Abilities First Foundation   1989 - 1996
Middletown Regional Hospital  1984 - 1987
Clark, Schaefer, Hackett & Co., CPAs   1979 - 1983
Touche Ross & Co.   January 1979 - November 1979

Skills
Social Services, Volunteer Management, Strategy, Employee Benefits, Leadership, Public Speaking, Non-profits, Fundraising, Budgets, Leadership Development, Training, Program Management, Community Outreach, Negotiation, Program Development, Coaching, Finance, Event Planning, Social Media, Entrepreneurship, Nonprofits, Management, Change Management, Team Building, Strategic Planning, Organizational..., Teaching, Healthcare, Executive Management, Event Management, Consulting, Executive Coaching, Staff Development, Conflict Resolution

Education
University of Dayton   1982 — 1984
Master of Business Administration (M.B.A.), Management

Wilmington College   1975 — 1979
Bachelor's Degree, Economics and Accounting, Magna Cum Laude

Barry Weiner Barry Weiner Greater Atlanta Area Details
Barry Weiner's Touche Ross & Co. Experience 1973 - 1981
Job Owner, Barry M Weiner CPA PC
Industry Accounting
Experience
Barry M Weiner CPA PC   January 1988 - Present
The Larkin Group, Inc.   September 1981 - November 1992
Touche Ross & Co.   1973 - 1981

Skills
Small Business, Mergers, Tax Preparation, Team Building, Estate Planning, Consulting, Strategic Financial..., International Tax, New Business Development, CPA, SEC filings, Banking, Sales, Corporate Law, Financial Reporting, Insurance, Nonprofits, Income Tax, Tax, Strategy, Marketing Strategy, Mergers & Acquisitions, Contract Negotiation, Accountants, Employee Benefits, Business Planning, Leadership, Due Diligence, Auditing, Cash Flow, Partnership Taxation, Finance, Business Development, Budgets, Corporate Tax, Entrepreneurship, QuickBooks, Asset Management, Sales Tax, Real Estate Transactions, Financial Analysis, IRS, Credit, Financial Accounting, Investments, Accounting, Payroll Taxes, Analysis, US GAAP, Financial Statements

Education
Georgia State University   1969 — 1973
Bachelor of Business Administration (B.B.A.), Accounting

Lamar Campbell Lamar Campbell Greater Los Angeles Area Details
Lamar Campbell's Touche Ross & Co. Experience 1978 - 1982
Job Independent Information Services Professional
Industry Information Services
Experience
El Pollo Loco  1996 - 2007
Touche Ross & Co.   1978 - 1982

Education
Loyola Marymount University   1973 — 1978

Tony Palombo Tony Palombo Hickory/Lenoir, North Carolina Area Details
Tony Palombo's Touche Ross & Co. Experience May 1982 - November 1984
Job VP & CFO at Greer Laboratories, Inc.
Industry Pharmaceuticals
Experience
Greer Laboratories, Inc.   September 2003 - Present
CHC Industries, Inc.   November 1984 - September 2003
Touche Ross & Co.   May 1982 - November 1984
Plante Moran  May 1981 - April 1982

Skills
Financial Reporting, Strategic Planning, Forecasting, Due Diligence, Start-ups, Process Improvement, Internal Audit, Microsoft Excel, Management, Auditing, Accounting, Risk Management, Finance, Mergers & Acquisitions, Financial Analysis, Leadership, Microsoft Office

Education
Michigan State University   1977 — 1981
Bachelor of Arts (BA), Accounting

William Bill Cowles, E.A. William Bill Cowles, E.A. Greater Grand Rapids, Michigan Area Details
William Bill Cowles, E.A.'s Touche Ross & Co. Experience November 1985 - June 1989
Job Tax & Accounting Manager / Enrolled Agent
Industry Accounting
Experience
Lettinga & Associates LLC - CPAs wcowles@lettinga.com   December 2004 - Present
Global Vision Eyewear Inc   December 2003 - December 2004
Rehmann; Plante Moran, LLC   June 1989 - November 2003
Touche Ross & Co.   November 1985 - June 1989

Skills
Tax Preparation, Tax, Accounting, Account Reconciliation, Payroll Taxes, Accounts Receivable, Financial Statements, Payroll, Auditing, Accounts Payable, Tax Accounting, Fixed Assets, QuickBooks, Bookkeeping, Tax Returns, Journal Entries, Accruals, Sales Tax, IRS, Accountants, Depreciation, General Ledger, Bank Reconciliation, Tax Law, Income Tax, Taxation & Accounting

Education
Davenport University   1980 — 1982
A.S. in Accounting & Business Administration, ACCOUNTING & TAXATION

Stephen Buffo Stephen Buffo Cleveland/Akron, Ohio Area Details
Stephen Buffo's Touche Ross & Co. Experience 1987 - 1988
Job Financial and Economic Damages Expert | Complex Commercial Litigation & Intellectual Property
Industry Accounting
Experience
Stout Risius Ross  October 2012 - Present
Ernst & Young  May 1996 - July 2012
Coopers & Lybrand  September 1993 - May 1996
Touche Ross & Co  1987 - 1988

Skills
Litigation Support, Expert Witness, Forensic Accounting, Compliance, FCPA, Computer Forensics, Litigation Consulting, Business Valuation, Forensic Analysis, Financial Analysis, Risk Assessment, Dispute, Internal Investigations, Restructuring, Fraud, Risk Management

Education
Harvard University   1982 — 1986
Economics

Hoover High School

Argante Cappelli Argante Cappelli Greater New York City Area Details
Argante Cappelli's Touche Ross & Co. Experience 1978 - 1989
Job Business Consultant, Adjunct Professor, Deloitte & Touche (Retired)
Industry Accounting
Experience
Self Employed  January 2013 - Present
Deloitte & Touche LLP  1978 - Present
Touche Ross & Co.   1978 - 1989

Skills
Finance, GAAP, SEC filings, Auditing, Program Management, Internal Controls, Recruiting, Management, Leadership, Sarbanes-Oxley Act, Tax Accounting, External Audit, Due Diligence, Human Resources, Financial Reporting, Strategy, Tax, Big 4, CPA, International Tax

Education
Baruch College, City University of New York (CUNY)   1976 — 1978
BBA, Accounting

Christ the King

Terry W. White Terry W. White Kansas City, Missouri Area Details
Terry W. White's Touche Ross & Co. Experience 1974 - 1983
Job Director of Risk Management at American State Bancshares, Inc.
Industry Banking
Experience
American State Bancshares, Inc.   October 2012 - Present
Terry W. White, CPA, LLC   September 2011 - September 2012
First Olathe Bancshares, Inc.   2004 - August 2011
RSM McGladrey  1999 - 2004
GRA, Thompson, White & Co.   1983 - 1999
Touche Ross & Co.   1974 - 1983

Skills
CPA, Auditing, Internal Audit, Sarbanes-Oxley, Financial Analysis, Accounting, Financial Reporting, Internal Controls, Risk Management, Banking, Risk Assessment, Budgets, Finance, Cash Management, Valuation, Treasury Management, Financial Risk, Credit

Education
Kansas State University   1970 — 1974
Bachelor of Science, Accounting

Gary B. Bennett Gary B. Bennett Miami/Fort Lauderdale Area Details
Gary B. Bennett's Touche Ross & Co. Experience June 1981 - June 1986
Job Chief Financial Officer at BarCharts, Inc.
Industry Publishing
Experience
BarCharts, Inc.   March 2013 - Present
United Electronics Corporation  December 2012 - February 2013
Advanced Power Technologies, LLC  April 2002 - August 2012
Tradewinds Power Corp   January 1996 - April 2001
Artex Graphics, Inc. DBA Holographic Dimensions, Inc.   June 1995 - January 1998
Cherkas & Bennett, CPA’s   June 1986 - December 1996
Touche Ross & Co.   June 1981 - June 1986

Skills
Budgeting, Manufacturing, Forecasting, Strategic Planning, Financial Reporting, Cost Accounting, Accounting, Financial Management, Cash Management, Cost, Restructuring, Internal Controls, Start-ups, Due Diligence, Financial Accounting, Cash Flow, Inventory Management, Financial Control, Financial Operations, GAAP, Risk Management, Administration, Working Capital..., Purchasing, Cash Flow Forecasting, Revenue Recognition, Variance Analysis, Financial Analysis, Audit, Operations Management, Strategic Financial..., US GAAP, Contract Negotiation, Financial Forecasting, Financial Modeling, Corporate Finance, Team Building, Finance, Financial Statements, Negotiation, Distribution Center..., Professional Services, Customer Service, Information Technology, Budgets, Auditing, Business Process..., Managerial Finance, Process Improvement, Financial Audits

Education
University of Florida   1979 — 1981
Bachelor of Science with Honors, Accounting

University of Florida

James G. Saxon, CPA James G. Saxon, CPA Greater Pittsburgh Area Details
James G. Saxon, CPA's Touche Ross & Co. Experience December 1981 - July 1984
Job President Berkshire Hathaway HomeServices The Preferred Realty
Industry Real Estate
Experience
Berkshire Hathaway HomeServices The Preferred Realty  January 1988 - Present
J.J. Gumberg Co.   June 1986 - January 1988
The Lehman Company   July 1984 - June 1986
Touche Ross & Co.   December 1981 - July 1984

Skills
Budgeting, Accounting, Forecasting, Cash Management, Strategic Planning, Mergers & Acquisitions, Budgets, Mergers, Real Estate, Cash Flow Forecasting, Consolidation, Negotiation, Financial Analysis, Contract Negotiation, Leadership, Real Estate Transactions, Relocation, First Time Home Buyers, Resellers, Sellers, Due Diligence, Buyer Representation, Buyers, Finance, Single Family Homes, Referrals, Investment Properties, Seniors, Condos, Short Sales, New Home Sales, Listings, HUD, Foreclosures

Education
Clarion University of Pennsylvania   1977 — 1981
BS, Accounting

Ed Simicich Ed Simicich Greater New York City Area Details
Ed Simicich's Touche Ross & Co. Experience 1972 - 1978
Job Vice President, Finance
Industry Accounting
Experience
Court TV  2002 - 2007
TruTV  2002 - 2007
Court TV  1999 - 2002
NBC  1978 - 1999
NBC Universal  1978 - 1999
Touche Ross & Co.   1972 - 1978

Skills
Forecasting, Strategic Financial..., Strategic Planning, Financial Modeling, Internal Controls, Accounting, Budgets, Social Media Marketing, Payroll, Start-ups, Financial Analysis, Finance, Microsoft Excel, Public Speaking, Managerial Finance, Event Planning, Broadcast, PeopleSoft, Social Media

Education
City University of New York-Queens College   1968 — 1972
Bachelor's degree, Accounting

John DeSantis John DeSantis Greater San Diego Area Details
John DeSantis's Touche Ross & Co. Experience 1983 - 1985
Job Senior Director, International Tax at ResMed
Industry Medical Devices
Experience
ResMed  November 2007 - Present
Cymer  March 1998 - October 2007
Pulse Engineering  1995 - 1998
EY  1985 - 1992
Touche Ross & Co  1983 - 1985

Skills
Tax Advisory, Corporate Tax, GAAP, Forecasting, US GAAP, International Tax, Tax Research, FIN 48, Sarbanes-Oxley Act, Tax, Tax Accounting, Transfer Pricing, Income Tax, Financial Analysis, Internal Controls, Financial Reporting, Restructuring, Mergers, Budgets, Auditing, SEC filings, Accounting, Tax Law, Mergers & Acquisitions

Education
University of Wisconsin-Madison - School of Business   1981 — 1983
MS, Taxation

Marquette University   1977 — 1981
BS, Accounting

Wilmot Union High School   1974 — 1977

Tom Hornyak Tom Hornyak Greater Pittsburgh Area Details
Tom Hornyak's Touche Ross & Co. Experience September 1972 - April 1984
Job President/Owner Micro Rental Service offering shortterm equipment rental, copiers, laptops, projectors, A/V equipment
Industry Computer Hardware
Experience
MICRO RENTAL SERVICE, INC.   April 1984 - Present
International Technology Rental Association   January 2006 - February 2015
TOUCHE ROSS & CO.   September 1972 - April 1984

Skills
Projectors, Event Management, Event Planning, Video, AUDIO VISUAL, PROJECTORS, COMPUTER CONSULTING, COMPUTER RENTAL, COPIER RENTAL, PRINTER RENTAL, COMPUTER SALES, PHONE AND DATA WIRING, NETWORK INFRASTRUCTURE, Rentals, Printers, Photocopier, Network Infrastructure, Video Conferencing, Corporate Events, Live Events, Trade Shows, Management, Business Services, Account Management, Meeting Planning, Budgets, Sound, Projection, Digital Signage, Lighting Design, Sales, Lighting, Production Managment, Concerts, Streaming Media, Digital Video, Strategic Partnerships, Software Installation, Incentives, Entertainment, Networking, Relationship Marketing, Small Business, Sound Design, Microsoft Excel, HD Video, Stage Lighting, Camera, Multimedia, Audio Conferencing

Education
PENN STATE UNIVERSITY   1968 — 1972
Bachelor of Science (B.S.), Accounting

Penn State University   1968 — 1972
Bachelor of Applied Science (B.A.Sc.), ACCOUNTING

Jon Dal Poggetto Jon Dal Poggetto San Francisco Bay Area Details
Jon Dal Poggetto's Touche Ross & Co. Experience June 1986 - June 1989
Job Managing Partner at Dal Poggetto & Company LLP
Industry Accounting
Experience
Dal Poggetto & Company LLP  November 1992 - Present
Deloitte & Touche LLP  June 1989 - October 1992
Touche Ross & Co.   June 1986 - June 1989
Eisenberg & Company LLP   July 1982 - June 1986
Touche Ross & Co.   September 1979 - June 1982
Touche Ross & Co.   July 1975 - August 1979

Skills
Auditing, Accounting, Management Consulting, Cost Accounting, Cost Analysis, Profit Improvement, Benchmarking, Incentive Programs, Cash Management, Tax, Profit Maximization, Corporate Tax, Finance, Accounts Receivable, Executive Management, Cost Benefit, Internal Controls, Financial Accounting, Mergers & Acquisitions, Bookkeeping, Managerial Finance, Strategic Financial..., Due Diligence, Management, GAAP, Small Business, Business Valuation, Financial Reporting, US GAAP, Financial Analysis, Consolidation, Restructuring, Cash Flow, Income Tax, CPA, Sarbanes-Oxley Act, Revenue Recognition, Private Equity, Financial Audits, Tax Accounting, Financial Modeling, QuickBooks, SEC filings, Corporate Finance, Financial Statements, Tax Preparation, Partnership Taxation, Preparation

Education
University of California, Berkeley   1973 — 1975
B.S., Business Administration, Accounting Emphasis

UCLA   1971 — 1973

Ellis V. Morris Ellis V. Morris Greater Boston Area Details
Ellis V. Morris's Touche Ross & Co. Experience September 1971 - July 1978
Job President, Morris & Morris, P.C.
Industry Accounting
Experience
Morris & Morris, P.C., CPA's   October 1981 - Present
Morris & Morris, P.C., CPA's   October 1981 - Present
Abreen Corp.   August 1978 - September 1981
Touche Ross & Co.   September 1971 - July 1978

Skills
Financial Planning, Small Business, Real Estate, Business Strategy, Strategic Planning, Income Tax, Strategic Financial..., Finance, Auditing, Investments, Financial Statements, Tax, Tax Preparation, Accounting, Management, Financial Reporting, Management Consulting, Start-ups

Education
University of Scranton   1967 — 1971
BS, Accounting, Accounting

scranton central high   1963 — 1967
High School Diploma, College Prep.

Barry Rosenberg Barry Rosenberg Greater New York City Area Details
Barry Rosenberg's Touche Ross & Co. Experience 1978 - 1990
Job Former Human Resources Director at Friedman LLP
Industry Accounting
Experience
Friedman LLP  February 2005 - May 2012
Funaro & Co.   1995 - 2005
Touche Ross & Co.   1978 - 1990

Skills
Tax, GAAP, Tax Preparation, Tax Returns, Accounting, Financial Analysis, Auditing, Financial Accounting, Corporate Tax, Internal Controls, US GAAP

Education
Pace University   1970 — 1975
B.A., Theater History

CUNY - Queens College
M.A., Theater History

Scott Longan Scott Longan Tulsa, Oklahoma Area Details
Scott Longan's Touche Ross & Co. Experience August 1985 - March 1989
Job Retired
Industry Accounting
Experience
D. Scott Longan CPA, PLC   September 2010 - Present
D. Scott Longan CPA, PLC   August 2005 - September 2010
Bravo Natural Gas   August 2005 - September 2010
Samson Investment Company  March 1989 - June 2005
Touche Ross & Co  August 1985 - March 1989

Skills
Due Diligence, Sarbanes-Oxley Act, Mergers, Acquisitions, Accounting, Financial Reporting, Financial Accounting, Financial Modeling, CPA, Corporate Tax, SEC filings, Forecasting, Financial Analysis, GAAP, US GAAP, Internal Controls, Risk Management, Accounts Payable, Energy, Tax

Education
Oklahoma State University   1973 — 1985
BS - Accounting, Accounting

Moses Alexander Moses Alexander Greater New York City Area Details
Moses Alexander's Touche Ross & Co. Experience 1984 - 1986
Job The Spinnaker Companies
Industry Real Estate
Experience
The Spinnaker Companies   June 1986 - Present
The First Stamford Corporation   January 1992 - December 2008
Touche Ross & Co.   1984 - 1986
Deloitte Haskins and Sells  1983 - 1984

Education
Syracuse University   1980 — 1983
BS, Accounting

Chet Galka Chet Galka Eugene, Oregon Details
Chet Galka's Touche Ross & Co. Experience September 1977 - August 1979
Job Business Performance Executive at Datalogic ADC
Industry Electrical/Electronic Manufacturing
Experience
Datalogic ADC  March 2013 - Present
Datalogic ADC  February 2006 - February 2013
PSC Scanning Inc.   December 1995 - January 2006
Spectra-Physics Scanning Systems Inc.   June 1990 - November 1995
Spectra-Physics Retail Systems Division   June 1986 - May 1990
Air Products & Chemicals  November 1981 - May 1985
Touche Ross & Co.   September 1977 - August 1979

Skills
Financial Analysis, Process Improvement, SAP, Forecasting, Financial Reporting, Cost Accounting, Supply Chain Management, Internal Controls, Cross-functional Team..., Mergers & Acquisitions, ERP, Business Process..., Product Marketing, Business Planning, Management, Budgets, Finance, Manufacturing

Education
Penn State University   1979 — 1981
MBA, Finance

Penn State University   1973 — 1977
BS, Accounting

Franca Flabiano, OCT Franca Flabiano, OCT Toronto, Canada Area Details
Franca Flabiano, OCT's Touche Ross & Co. Experience 1980 - 1987
Job Teacher, York Catholic District School Board
Industry Education Management
Experience
York Catholic District School Board  April 1999 - Present
Peel Montessori School   1991 - 1993
Touche Ross & Co.   1980 - 1987

Skills
Classroom, Program Development, Special Education, Learning Disabilities, Literacy, Classroom Management, Educational Leadership, Educational Technology, Staff Development, Elementary Education, Differentiated..., Instructional Technology

Education
University of Ottawa / Université d'Ottawa
Bachelor of Education (B.Ed.), Education

University of Ottawa / Université d'Ottawa
Bachelor of Education (B.A.), Bachelor of Arts (Organizational Communication)

Debra Sherman Debra Sherman Greater New York City Area Details
Debra Sherman's Touche Ross & Co. Experience November 1984 - November 1989
Job Management Consultant at DRSConsulting
Industry Management Consulting
Experience
DRSConsulting   1994 - Present
Bankers Trust Company  1989 - 1994
Touche Ross & Co.   November 1984 - November 1989

Skills
Management Consulting, Financial Analysis, Business Transformation, Business Analysis, Business Strategy, Program Management, Acquisition Integration, IT Strategy, Mergers & Acquisitions, Strategic Planning, Due Diligence, Project Management, Start-ups, Managerial Finance, Financial Services, Vendor Management, Portfolio Management, Management, Marketing Strategy, Analytics, Financial Reporting, Investments, Governance, Risk Management, Change Management

Education
Fordham Gabelli School of Business
MBA, Finance

New York University
BA, Math

Alan Friedman Alan Friedman Greater New York City Area Details
Alan Friedman's Touche Ross & Co. Experience 1979 - 1993
Job Vice President at CRA International
Industry Management Consulting
Experience
CRA International  July 2003 - Present
Touche Ross & Co.   1979 - 1993

Education
Lafayette College

John Cresham John Cresham Washington D.C. Metro Area Details
John Cresham's Touche Ross & Co. Experience August 1982 - December 1986
Job Consultant at Special Counsel
Industry Legal Services
Experience
Special Counsel  April 2015 - Present
Freddie Mac  January 1987 - April 2014
Touche Ross & Co.   August 1982 - December 1986

Skills
Tax Advisory, Tax, Financial Analysis, Auditing, Capital Markets, Analysis, Nonprofits, Financial Services, Finance, Due Diligence, Investments, Internal Controls, Tax Law, Executive Management, Risk Management, Mergers & Acquisitions, Corporate Law, Corporate Tax

Education
Tulane University Law School   1979 — 1982
J.D., Law

University of New Orleans   1975 — 1979
B.S. in Business, Finance and Economics

Michael J. Wirth Michael J. Wirth Cincinnati Area Details
Michael J. Wirth's Touche Ross & Co. Experience August 1983 - May 1988
Job Chief Financial Officer at Belcan Corporation
Industry Mechanical or Industrial Engineering
Experience
Belcan Corporation  May 1988 - Present
Touche Ross & Co.   August 1983 - May 1988

Skills
Process Improvement, Risk Management, Finance, Accounting, Leadership, Human Resources, CPA, Strategic Planning, Financial Analysis, Budgets

Education
Miami University   1979 — 1983
BSBA, Accounting

Allen Bouch Allen Bouch San Francisco Bay Area Details
Allen Bouch's Touche Ross & Co. Experience 1982 - 1986
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank  2009 - Present
Citi, Citigroup, Citigroup Global Markets   1996 - 2009
Merrill Lynch Investment Banking  1988 - 1996
Touche Ross & Co.   1982 - 1986

Education
Duke University - The Fuqua School of Business   1986 — 1988
MBA

Claremont McKenna College   1978 — 1982
A.B., Economics

Lisa McDonall Lisa McDonall Greensboro/Winston-Salem, North Carolina Area Details
Lisa McDonall's Touche Ross & Co. Experience December 1989 - June 1991
Job Owner, Lisa L. McDonall, CPA
Industry Accounting
Experience
Lisa L. McDonall, CPA   January 2005 - Present
Lisa L. McDonall,CPA   January 2005 - Present
Bob Neill Companies   January 1993 - January 2004
Root,Wilkerson,Woods, CPA   June 1991 - November 1993
Touche Ross & Co.   December 1989 - June 1991

Education
Wake Forest University School of Business   1997 — 1999
MBA, Finance

University of North Carolina at Greensboro   1987 — 1989
Bachelor of Science, Accounting

University of North Carolina at Chapel Hill   1976 — 1980
Bachelor of Science, Mathematical Sciences - Actuarial

David Blaiklock David Blaiklock Vancouver, Canada Area Details
David Blaiklock's Touche Ross & Co. Experience 1976 - 1982
Job Experienced Finance and Accounting Executive
Industry Accounting
Experience
Intrawest Corporation  1991 - 2008
Pan Pacific Development Corporation   1988 - 1991
Touche Ross & Co  1976 - 1982
Deloitte & Touche  1979 - 1981

Education
The University of Sheffield
BA (Hons), Economics & business Studies

Bob Ruck Bob Ruck Portland, Oregon Area Details
Bob Ruck's Touche Ross & Co. Experience 1979 - 1986
Job Partner at Van Beek & Co., LLC
Industry Accounting
Experience
Van Beek Co., LLC   December 2008 - Present
Coopers & Lybrand  1986 - 1988
Touche Ross & Co  1979 - 1986
Cascade Steel Rolling Mills  1978 - 1979

Education
Lincoln University   1991 — 1992
MBA, Business

Oregon State University   1971 — 1975
bs, accounting

John McLeod John McLeod Bend, Oregon Details
John McLeod's Touche Ross & Co. Experience January 1984 - December 1985
Job Director of Operations at Hayden Homes
Industry Construction
Experience
Hayden Homes  2013 - Present
Bend Research Inc.  September 2011 - January 2013
Mt Bachelor Inc.  October 2005 - September 2011
Orton Industries   January 2003 - January 2005
Inteletix   November 2001 - December 2003
Professional Consulting  December 1994 - January 2001
Continuum (Paxus)   July 1989 - January 1994
Carpenter Owens (Chartered Accountants )   January 1986 - June 1989
Touche Ross & Co.   January 1984 - December 1985

Skills
CPA, Finance, Accounting, Systems Improvement, Business Process, Business Information, Business Perspective, Management, Financial Projection, Financial Modeling, Enterprise Systems..., Ski Resorts, Marketing Strategy, Strategic Planning, Marketing, Customer Service, Sales Management, Sales, Strategy, Leadership, Start-ups, Negotiation, Budgets, Executive Management, Mergers & Acquisitions

Education
University of New England (AU)   1998 — 2000
Masters, Business Administration

Macquarie University   1984 — 1989
Bachelor, Economics

Nancy Creedon Nancy Creedon Greater New York City Area Details
Nancy Creedon's Touche Ross & Co. Experience 1982 - 1988
Job Providing Compliance & Regulatory Consulting to Financial Services Companies
Industry Financial Services
Experience
Creedon Consulting Inc.   2010 - Present
TD Bank Group (Global Headquarters)   2010 - 2012
Deloitte & Touche LLP  2000 - 2010
Prudential Securities  January 1994 - December 1999
Creedon Consulting   1990 - 1994
Berisford/Lonray Inc.   1988 - 1990
Touche Ross & Co.   1982 - 1988

Skills
Risk Management, Financial Services, Financial Risk, Securities, Hedge Funds, Banking, Due Diligence, Policy, AML, Equities, Derivatives, Fixed Income, Mutual Funds

Education
Purdue University - Krannert School of Management
MBA

The University of Georgia
BS, Futures & Commodities Trading & Risk Mgmt.

Marjorie Zuckerman Marjorie Zuckerman Deerfield Beach, Florida Details
Marjorie Zuckerman's Touche Ross & Co. Experience July 1978 - April 1981
Job Controller at Don King Productions, Inc.
Industry Sports
Experience
Don King Productions, Inc.   July 1993 - Present
Worldex Corp   November 1985 - July 1993
Senior Corp   April 1981 - November 1985
Touche Ross & Co  July 1978 - April 1981

Skills
Financial Reporting, Accounting, Auditing, Internal Controls

Education
University of Miami   1976 — 1978
BS, Accounting

Michael Dorosh, CPA, CIA Michael Dorosh, CPA, CIA Killeen/Temple, Texas Area Details
Michael Dorosh, CPA, CIA's Touche Ross & Co. Experience 1981 - 1987
Job Operations Internal Audit Manager at First National Bank Texas
Industry Banking
Experience
First National Bank Texas  May 2013 - Present
BankPlus  March 2011 - May 2013
Cadence Bank, N.A.   2005 - 2009
Mississippi Chemical Corp   1996 - 2005
Louis Dreyfus Corporation  1987 - 1995
Touche Ross & Co.   1981 - 1987

Skills
Internal Audit, Risk Assessment, Auditing, Banking, Financial Risk, Financial Audits, Finance, Internal Controls

Education
Michigan State University - The Eli Broad College of Business   1979 — 1981
MBA, Finance

The University of Memphis   1976 — 1979
BBA, Accounting

Rory Snyder Rory Snyder San Francisco Bay Area Details
Rory Snyder's Touche Ross & Co. Experience 1979 - 1983
Job Vice President at GATX Corporation
Industry Financial Services
Experience
GATX Corporation  2000 - 2014
Cisco Systems, Inc.   1999 - 2000
GATX Corporation  1991 - 1997
Winston Management   1984 - 1990
Hewlett Packard  1983 - 1984
Touche Ross & Co.   1979 - 1983

Skills
Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Portfolio Management, Risk Management, Corporate Finance, Accounting

Education
Bradley University
BS, Accounting

Golden Gate University
MBA

Debbie Seime Debbie Seime Houston, Texas Area Details
Debbie Seime's Touche Ross & Co. Experience 1982 - 1983
Job Vice President & Controller at Cornerstone Home Lending
Industry Financial Services
Experience
Cornerstone Home Lending, Inc.   December 2014 - Present
First Continental Mortgage, Ltd.   October 2002 - October 2014
EC Outlook Inc   1999 - 2001
Crow Holdings  1993 - 1998
International Medication Systems (U.K.) Limited   1991 - 1993
Thomson Consumer Electronics  1989 - 1990
LS Ayres, a divisions of May Department Stores   1987 - 1989
Olive LLP  1983 - 1987
Touche Ross & Co.   1982 - 1983

Skills
Financial Analysis, Accounting, Finance, Microsoft Office, Office Management, Financial Modeling, Budgets, Strategic Planning, Mortgage Banking, Residential Mortgages, Microsoft Excel, Financial Reporting, Loans, Auditing, Banking, Credit, Mortgage Lending

Education
Mount Union College   1979 — 1982
Bachelor of Arts, Accounting

Ralph Fredericks Ralph Fredericks Greater New York City Area Details
Ralph Fredericks's Touche Ross & Co. Experience 1971 - 1974
Job Owner, R.A. Fredericks & Company, LLP
Industry Accounting
Experience
R.A. Fredericks & Company, LLP   1982 - Present
Oppenheim, Apple, Dixion &   January 1974 - May 1982
Touche Ross & Co.   1971 - 1974

Skills
Financial Analysis, Tax Preparation, Due Diligence, Income Tax, Private Equity, Tax Returns, S Corporations, Partnership Taxation, Corporate Tax, Financial Modeling, Sales Tax, Bookkeeping, QuickBooks, Financial Reporting, CPA, Business Advisory, IRS

Education
Bloomfield College   1967 — 1971
BA, Accounting

Thomas Meehan Thomas Meehan Greater New York City Area Details
Thomas Meehan's Touche Ross & Co. Experience December 1987 - April 1990
Job Tax Accounting Professional
Industry Accounting
Experience
Internal Revenue Service  June 2010 - Present
KPMG LLP  March 2008 - May 2009
J.P. Morgan Chase & Co.   September 2005 - February 2008
KPMG  May 1999 - September 2005
Daiwa Bank   April 1990 - May 1999
Touche Ross & Co.   December 1987 - April 1990
BOEHRINGER INGELHEIM PHARMACEUTICALS, INC  June 1985 - December 1987
Barclays Bank PLC  December 1978 - June 1985

Skills
Corporate Tax, Tax Compliance, Tax, Tax Accounting, Tax Law, Auditing, Income Tax, Transfer Pricing

Education
Pace University - Lubin School of Business   1988 — 1991
Advanced Professional Certificate, Taxation

Fordham University
B.S., Accounting

LIU Post
M.B.A., Business Administration

Ronald Connelly Ronald Connelly Dayton, Ohio Area Details
Ronald Connelly's Touche Ross & Co. Experience September 1974 - 1978
Job CFO at First Industries
Industry Military
Experience
Ohio Masonic Home   2004 - Present
First Industries   May 1991 - Present
Buildinmg Technologies   June 1989 - May 1991
Dayton Superior Corporation  February 1988 - April 1989
Danis Industries Corporation   1979 - 1985
Touche Ross & Co.   September 1974 - 1978

Education
The Ohio State University Fisher College of Business   1972 — 1974
BS, Accounting

High School   1961 — 1965
N/A

Shelly Reese Shelly Reese Cincinnati Area Details
Shelly Reese's Touche Ross & Co. Experience June 1988 - June 1989
Job Owner, Shelly Reese Writing & Communications Services
Industry Writing and Editing
Experience
Shelly Reese Writing & Communications Services   October 1995 - Present
The Cincinnati Enquirer  January 1993 - October 1995
The Boca Raton News  April 1991 - December 1992
Touche Ross & Co.   June 1988 - June 1989

Skills
Web Content, Speech Writing, Newsletters, Press Releases, Bylined Articles, White Papers, Case Studies, Annual Reports, Journalism, Content Development, Copy Editing, Publications, Ap Style, Media Relations, Storytelling, News Writing, Newspaper, Editorial, Corporate Communications, Blogging, Public Speaking, Employee Communications, Patient Education..., Magazine Articles, Marketing Communications, Marketing, Editing, Social Media, Copywriting, Writing

Education
Northwestern University   1990 — 1991
M.S.J., Journalism

Brown University   1984 — 1988
B.A., Economics, Political Science

David G. Harlow David G. Harlow Provo, Utah Area Details
David G. Harlow's Touche Ross & Co. Experience September 1973 - July 1975
Job Sole Practitioner (Attorney/CPA/MBA)
Industry Law Practice
Experience
David G. Harlow - Attorney-at-Law   May 1996 - Present
Visual Purple, LLC   March 2002 - 2014
McCormick & Company, Inc.   April 1995 - May 1996
Great Lakes Chemical Corporation  March 1988 - March 1994
QO Chemicals, Inc.   May 1985 - March 1994
Sonnenschein Nath & Rosenthal  May 1981 - May 1985
Utah Attorney General  April 1980 - April 1981
Ladon Harlow & Co., Certified Public Accountants   November 1977 - August 1979
John Nuveen & Co., Incorporated   July 1975 - November 1977
Touche Ross & Co.   September 1973 - July 1975

Skills
Strategy, Advocacy, Negotiations, Mediation, Arbitration, Litigation, Attorney, CPA, MBA, Business Strategy, IRS Audits, IRS Appeals, Tax Court, Civil Litigation, Research, Commercial Litigation, Strategic Planning, Management, Entity Ownership Issues, Attorney Malpractice..., CPA Malpractice Matters, Attorney Fee Disputes, Tax Compliance and..., Income Tax, Tax Preparation, Corporate Tax, Small Business, Business, Tax Returns, Tax Advisory, Sales Tax, Benefits Negotiation, Lease Negotiations, Professional Negligence, Licensing Negotiations, Valuation, Owner Representation, Business Owner Planning, Fractional Ownership, P & L Ownership, Start-ups, Contract Negotiation, Contractual Agreements, Contract Law, Employment Contracts, Personal Injury, Public Speaking

Education
Brigham Young University—J. Reuben Clark Law School   1979 — 1982
Doctor of Law (JD)

Northwestern University   1972 — 1973
Master of Business Administration (MBA), Finance/Accounting

Brigham Young University   1966 — 1972
Bachelor's Degree, Accounting

Jack Odell Jack Odell Greater New York City Area Details
Jack Odell's Touche Ross & Co. Experience September 1969 - December 1976
Job Owner, John W Odell CPA
Industry Accounting
Experience
John W Odell CPA   January 1980 - Present
POLAKOFF BROS & LEEN CPA'S   June 1977 - December 1979
TOUCHE ROSS & CO.   September 1969 - December 1976

Skills
Tax Preparation, Tax, Accounting, Strategic Financial..., Payroll, Financial Analysis, Estate Planning, Budgets, Strategic Planning, Business Planning, Corporate Finance, Business Strategy, Financial Modeling, Microsoft Excel, Analysis, Investments, Insurance, Microsoft Office, Nonprofits, Income Tax

Education
Seton Hall University   1965 — 1968
BS BUSINESS ADMIN., ACCOUNTING

ST MICHAEL'S COLLEGE   1963 — 1965

Timothy A. Ebling, CPA Timothy A. Ebling, CPA Greater Philadelphia Area Details
Timothy A. Ebling, CPA's Touche Ross & Co. Experience August 1980 - October 1983
Job Vice President, Chief Financial Officer at Resorts Casino Hotel Atlantic City, New Jersey
Industry Gambling & Casinos
Experience
Resorts Casino Hotel Atlantic City, New Jersey   2010 - Present
Hollywood Casino at Penn National Race Course  September 2007 - September 2009
Hollywood Casino At Penn National Race Course  November 2004 - September 2007
Sands Casino Hotel, Atlantic City, New Jersey   March 1994 - November 2003
Sands Casino Hotel, Atlantic City, New Jersey   2002 - 2003
Sands Casino Hotel, Atlantic City, New Jersey   September 1985 - March 1994
Sands Casino Hotel, Atlantic City, New Jersey   October 1983 - September 1985
Touche Ross & Co  August 1980 - October 1983

Education
Ohio Northern University   1976 — 1980
BS Accounting, Accounting

Warland Shannon Warland Shannon Greater Chicago Area Details
Warland Shannon's Touche Ross & Co. Experience January 1985 - September 1988
Job Chief Financial Officer at Muller & Monroe Asset Management, LLC
Industry Investment Management
Experience
Muller & Monroe Asset Management, LLC   July 1999 - Present
R.H, Missner & Company   June 1996 - June 1997
DeVry University  October 1992 - June 1996
Coopers & Lybrand Consulting  September 1988 - October 1992
Outboard Marine Corporation  September 1987 - September 1988
Touche Ross & Co.   January 1985 - September 1988

Education
DePaul University   1986 — 1990
Master's degree, Taxation

University of Illinois at Urbana-Champaign - College of Business   1980 — 1985
Bachelor's degree, Accounting

Fred Price Fred Price Cleveland/Akron, Ohio Area Details
Fred Price's Touche Ross & Co. Experience 1977 - 1981
Job Chief Financial Officer
Industry Transportation/Trucking/Railroad
Experience
J. Rayl Transport, Inc.   June 2015 - Present
Dedicated Transport Holdings, LLC   January 2006 - May 2015
Penske Logistics  January 2002 - December 2005
Penske Logistics  January 1995 - December 2001
Leaseway Transportation  January 1988 - December 1994
Touche Ross & Co.   1977 - 1981

Skills
Finance, Mergers & Acquisitions, Strategic Financial..., Accounting, Analysis, Management, Strategic Planning, Logistics, Project Planning, Continuous Improvement, Pricing, Internal Audit, Warehousing, 3PL, Financial Risk, Supply Chain, Change Management, Mergers, Transportation, Process Improvement, Forecasting, Managerial Finance, Financial Reporting, Financial Analysis, Logistics Management, New Business Development, Warehouse Management, Supply Chain Management, Income Statement, Procurement, Customer Service, Shipping, Operations Management, Transportation..., Key Performance..., Negotiation, Supply Chain..., Contract Negotiation

Education
Kent State University   1986 — 1988
M.B.A., Business

The University of Akron   1974 — 1978
B.S., Accounting

John Rodes John Rodes Lexington, Kentucky Area Details
John Rodes's Touche Ross & Co. Experience January 1981 - October 1983
Job Partner at Kerbaugh & Rodes CPAs
Industry Accounting
Experience
Kerbaugh & Rodes CPAs   January 1985 - Present
Kerbaugh & Rodes, CPA's   1983 - Present
Touche Ross & Co.   January 1981 - October 1983

Skills
Auditing, Internal Controls, Assurance, Forensic Accounting, SEC filings, US GAAP, External Audit

Education
Centre College   1976 — 1980
Bachelor's Degree, Economics

McCallie School   1974 — 1976
High School

Necmi Atmaca Necmi Atmaca Springfield, Massachusetts Area Details
Necmi Atmaca's Touche Ross & Co. Experience September 1976 - June 1981
Job CEO at ATMACA CONSULTING
Industry Accounting
Experience
ATMACA CONSULTING   September 2010 - Present
NATIONAL ENVELOPE COMPANY  January 1997 - September 2010
Old Colony Envelope ( Division of International Paper )   January 1986 - January 1997
HAMMERMILL PAPER COMPANY  January 1982 - January 1986
Touche Ross & Co.   September 1976 - June 1981

Skills
Budget, Sales, Analysis, Leadership, Accounting, Financial Analysis, General Ledger, Financial Reporting, GAAP, Inventory Management, Account Reconciliation, Accounts Receivable, PowerPoint, Finance, Budgets, Internal Controls, Manufacturing, Cash Management, Auditing, Business Planning, Process Improvement, Cost Accounting, Pricing, Management, Payroll, Variance Analysis, Forecasting, Income Statement, Internal Audit, Budgeting, Financial Statements, Customer Service, Sales Management, Account Management, Strategic Planning

Education
Academy of Economic and Commercial Sciences   1968 — 1972
BS;Accounting and Business, Accounting and Business/Management, 3.8

The University of Akron   1979 — 1980
No Degree, Accounting / Business

•PRINCETON COLLEGE – LONDON, ENGLAND   1974 — 1976
No Degree, Accounting and Auditing

Joan Hoover Joan Hoover Rochester, New York Area Details
Joan Hoover's Touche Ross & Co. Experience June 1982 - August 1984
Job Executive Vice President at Conifer Realty, LLC
Industry Real Estate
Experience
Conifer Realty, LLC  November 2007 - Present
First Sterling Financial  January 2007 - November 2007
NYS Division of Housiong and Community Renewal   October 2003 - January 2007
Home Properties  January 2001 - October 2003
The Bonadio Group  December 1997 - December 2000
Chapman Collins Agostinelli & Shaw   January 1995 - December 1997
Landsman Development Corp.   1984 - 1990
Touche Ross & Co.   June 1982 - August 1984

Skills
Real Estate, Affordable Housing..., Asset Management, Affordable Housing, Apartments, LIHTC, Real Estate Transactions, Real Estate Economics, Residential Homes, Real Estate Development, Leases, Dispositions, Property Management, Tax, Due Diligence, Real Estate Financing, Disposition

Education
University of Notre Dame
Bachelor of Business Administration-Accounting

Danny Hodgkins Danny Hodgkins Corpus Christi, Texas Area Details
Danny Hodgkins's Touche Ross & Co. Experience May 1970 - November 1973
Job Retired
Industry Accounting
Experience
Port of Corpus Christi  November 1973 - June 2010
Touche Ross & Co.   May 1970 - November 1973

Skills
Accounting, General Insurance, Risk Management, Business Analysis, Risk Assessment, Enterprise Risk..., Sarbanes-Oxley Act, Strategic Financial..., Insurance, SEC filings, Auditing, Process Improvement, Internal Controls, CPA, Internal Audit, Financial Accounting, Financial Reporting, Sarbanes-Oxley, Financial Risk, Financial Analysis, Managerial Finance, Financial Audits, Variance Analysis, Tax, Financial Planning, SEC Filings

Education
Texas A&M University-Kingsville   1966 — 1970
BBA, Accounting

Terrell County ISD 1-12 Sanderson, Texas   1954 — 1966
High School Graduate

Gary Graminski Gary Graminski Greater Pittsburgh Area Details
Gary Graminski's Touche Ross & Co. Experience 1984 - 1985
Job Attorney at Graminski Law
Industry Law Practice
Experience
Graminski Law   1989 - Present
Owner, www.WesternPennsylvaniaAppealsLawyer.com   2011 - 2011
Community College of Allegheny County  1997 - 2010
Washington County Public Defender  1998 - 2000
Hyatt Legal Services  1987 - 1989
McClure & Watkins, P.C.   1985 - 1987
Touche Ross & Co.   1984 - 1985
Law Firm of Samuel R. Sciullo   1980 - 1982
Association of Trial Lawyers of America  1978 - 1980

Skills
Civil Litigation, Appeals, Courts, Criminal Defense, Probate, Family Law, Criminal Law, Trial Practice, Personal Injury, Wills, Powers of Attorney, Word, Microsoft Word, Personal Injury..., Motions, Hearings, Litigation, Trials

Education
Robert Morris University
MBA, Taxation

Duquesne University School of Law
Juris Doctor

SUNY Fredonia   1970 — 1974
Bachelor of Arts, Political Science, History, Magna Cum Laude

Alfred H Hill Jr Alfred H Hill Jr Sheridan, Wyoming Details
Alfred H Hill Jr's Touche Ross & Co. Experience 1976 - 1978
Job Self Employed
Industry Financial Services
Experience
Self Employed Accountant and Counseler   1991 - Present
Sears  2006 - 2006
Main Hurdman (KPMG)   1983 - 1986
Thomas, Head & Greisen   1981 - 1983
Touche Ross & Co  1976 - 1978
R & R Well Service/Poole   1973 - 1976

Skills
Accounting, Financial Analysis, Strategic Financial..., Tax, QuickBooks, Internal Controls, Financial Planners, Financial Accounting, Tax Preparation, Financial Modeling, CPA, General Ledger, Retirement Planning, Financial Statements, Investments, Estate Planning

Education
Regent College (Seminary), Canada   2003 — 2004

The University of Texas at Austin   1966 — 1968
BBA, Management

Marilyn(work) Cook Marilyn(work) Cook Middlebury, Indiana Details
Marilyn(work) Cook's Touche Ross & Co. Experience July 1974 - August 1977
Job Payroll and Benefits Coordinator at Middlebury Community Schools
Industry Education Management
Experience
Middlebury Community Schools  June 1993 - Present
First United Methodis Church   August 1988 - April 1997
Southwestern Michigan College  September 1991 - May 1993
DCM  May 1991 - August 1991
MicroAge/Abacus   March 1986 - September 1990
Medallion Plastics   March 1983 - November 1985
Indiana Trailer Supply   June 1980 - February 1982
Northern Telecom Systems Corp (originally Sycor)   September 1974 - January 1980
Touche Ross & Co.   July 1974 - August 1977
Farmington Public Schools  August 1970 - June 1974

Skills
Accounts Receivable, Human Resources, Microsoft Word, Customer Service, Higher Education, Teaching, Administration, Employee Benefits, Microsoft Excel, Team Building, Training, Low Payroll/Personnel..., Advanced Time System

Education
University of Michigan   1969 — 1970
MS, Mathematics

University of Michigan   1965 — 1969
BA, Education

Keith Hottle Keith Hottle Virginia Beach, Virginia Details
Keith Hottle's Touche Ross & Co. Experience September 1982 - August 1985
Job Sr. Network Engineer at Alion Science and Technology
Industry Defense & Space
Experience
Alion Science and Technology  April 2007 - Present
Alion Science and Technology  April 2007 - Present
D&F  December 2005 - April 2007
Norfolk Law Firm   August 2003 - August 2005
Goodman Consulting & Technology   May 2003 - July 2003
Hofheimer Nusbaum, P.C   September 2001 - April 2002
The Lan Company/ACS/Atvantec - GMSI   February 1991 - August 2001
Chase Manhattan Bank  September 1985 - September 1990
Touche Ross & Co  September 1982 - August 1985
NJ High School   September 1980 - August 1982

Education
Lebanon Valley College
B.S, Music Education

Kristy Frost-Griep Kristy Frost-Griep United States Details
Kristy Frost-Griep's Touche Ross & Co. Experience 1984 - 1989
Job
Industry Higher Education
Experience
University of Minnesota  February 2000 - Present
University of Minnesota  2000 - Present
Amherst H. Wilder Foundation  July 1995 - January 2000
Bloomington Schools   1989 - 1995
Touche Ross & Co.   1984 - 1989

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Outlook, Accounting, Analysis, Financial Reporting, Nonprofits, English, Teamwork, Leadership, Finance

Education
St. Olaf College   1980 — 1984
Bachelor of Science (BS), Economics with Accounting concentration

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