Touche Ross & Company
Industry: Company
DescriptionDeloitte Touche Tohmatsu Limited, commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals. CEO: Punit Renjen (Jun 1, 2015–) Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Founder: William Welch Deloitte Headquarters: New York City, NY, Tokyo, Japan, London, United Kingdom Subsidiaries: Deloitte UK, Monitor Deloitte,
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Touche Ross & Company Employees
Employee
Years
Job
Industry
Rhonda D. Gillis Rhonda D. Gillis's Touche Ross & Company Experience October 1984 - 1989
Job Litigation Assistant at Sedgwick LLP
Industry Legal Services
Experience
Sedgwick LLP February 2004 - Present
Sedgwick, Detert, Moran & Arnold May 1990 - 2004
Thelen, Marrin, Johnson & Bridges October 1989 - March 1990
Touche Ross & Company October 1984 - 1989
Skills
Litigation, Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Trials, Westlaw, Litigation Support, Product Liability, Courts, Personal Injury, Intellectual Property
Education
Trinity Business College, Court Reporting
Skyline College
Sedgwick LLP February 2004 - Present
Sedgwick, Detert, Moran & Arnold May 1990 - 2004
Thelen, Marrin, Johnson & Bridges October 1989 - March 1990
Touche Ross & Company October 1984 - 1989
Skills
Litigation, Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Trials, Westlaw, Litigation Support, Product Liability, Courts, Personal Injury, Intellectual Property
Education
Trinity Business College, Court Reporting
Skyline College
Charon Motayne Charon Motayne's Touche Ross & Company Experience 1979 - 1982
Job Owner Sole Proprietor at CJWMotayne Certified Public Accountant
Industry Management Consulting
Experience
CJWMotayne Certified Public Accountant November 1983 - Present
Touche Ross & Company 1979 - 1982
Skills
Management Consulting, Strategic Planning, Business Strategy, Financial Analysis, Strategy, Entrepreneurship, New Business Development, Team Building, Program Management, Public Speaking, Project Planning, Business Planning, Coaching, Management, Leadership Development, Budgets, Marketing Strategy, Nonprofits, Leadership, Business Development, Project Management, Negotiation, Training, Marketing, Research, Organizational..., Due Diligence, Accounting, Public Relations, Analysis, Sustainability, Finance, Contract Negotiation, Government, Real Estate, Team Leadership, Small Business, Event Management, Fundraising, Auditing, Customer Service, Recruiting, Event Planning, Community Outreach, Policy, Program Development
Education
Seton Hall University 1975 — 1979
Bachelor of Science (BS), Accounting and Marketing
Columbia University in the City of New York
Graduate Courses in Public Administration
CJWMotayne Certified Public Accountant November 1983 - Present
Touche Ross & Company 1979 - 1982
Skills
Management Consulting, Strategic Planning, Business Strategy, Financial Analysis, Strategy, Entrepreneurship, New Business Development, Team Building, Program Management, Public Speaking, Project Planning, Business Planning, Coaching, Management, Leadership Development, Budgets, Marketing Strategy, Nonprofits, Leadership, Business Development, Project Management, Negotiation, Training, Marketing, Research, Organizational..., Due Diligence, Accounting, Public Relations, Analysis, Sustainability, Finance, Contract Negotiation, Government, Real Estate, Team Leadership, Small Business, Event Management, Fundraising, Auditing, Customer Service, Recruiting, Event Planning, Community Outreach, Policy, Program Development
Education
Seton Hall University 1975 — 1979
Bachelor of Science (BS), Accounting and Marketing
Columbia University in the City of New York
Graduate Courses in Public Administration
lisa whittington lisa whittington's Touche Ross & Company Experience July 1986 - May 1988
Job Acounting manager
Industry Accounting
Experience
Law offices of Robert P. Ritacca 2012 - 2013
LAW Enterprises, Cherry Hill, NJ January 2006 - February 2012
Deloitte & Touche December 2004 - January 2006
Home Engineer January 1999 - November 2004
Person Wolinsky CPA Review Course September 1997 - December 1998
Jeff Pelish & Company February 1996 - May 1997
Asher & Company, Ltd. December 1993 - December 1995
Deloitte & Touche November 1991 - November 1993
Brobeck, Phleger & Harrison November 1988 - July 1991
Touche Ross & Company July 1986 - May 1988
Skills
Auditing, Tax, General Ledger, Accounts Receivable, Financial Statements, Financial Reporting, Accounting, Accounts Payable
Education
Saint Joseph's University 1978 — 1982
Bachelor's degree, Accounting and Computer Science, 3.6 GPA
Law offices of Robert P. Ritacca 2012 - 2013
LAW Enterprises, Cherry Hill, NJ January 2006 - February 2012
Deloitte & Touche December 2004 - January 2006
Home Engineer January 1999 - November 2004
Person Wolinsky CPA Review Course September 1997 - December 1998
Jeff Pelish & Company February 1996 - May 1997
Asher & Company, Ltd. December 1993 - December 1995
Deloitte & Touche November 1991 - November 1993
Brobeck, Phleger & Harrison November 1988 - July 1991
Touche Ross & Company July 1986 - May 1988
Skills
Auditing, Tax, General Ledger, Accounts Receivable, Financial Statements, Financial Reporting, Accounting, Accounts Payable
Education
Saint Joseph's University 1978 — 1982
Bachelor's degree, Accounting and Computer Science, 3.6 GPA
Jerry Kling, CPA Jerry Kling, CPA's Touche Ross & Company Experience 1986 - 1992
Job Owner, Jerry Kling & Company, Inc.
Industry Accounting
Experience
Jerry Kling & Company, Inc. July 1992 - Present
Professional Accounting Sales 1992 - 2010
Deloitte & Touche June 1987 - June 1992
Touche Ross & Company 1986 - 1992
Damson Oil Corporation June 1979 - December 1986
Skills
Tax-planning, QuickBooks, Tax, Tax Returns, Corporate Tax, CPA, Microsoft Excel, Tax Preparation, Manufacturing, Accounting, Small Business, Bookkeeping, Income Tax, Internal Controls, Start-ups, Balance, Tax Research, Sage, Management Consulting, Financial Statements, IRS, Accountants, Sales Tax
Education
Pace University 1974 — 1976
MBA, Taxation
Pace University 1970 — 1973
Jerry Kling & Company, Inc. July 1992 - Present
Professional Accounting Sales 1992 - 2010
Deloitte & Touche June 1987 - June 1992
Touche Ross & Company 1986 - 1992
Damson Oil Corporation June 1979 - December 1986
Skills
Tax-planning, QuickBooks, Tax, Tax Returns, Corporate Tax, CPA, Microsoft Excel, Tax Preparation, Manufacturing, Accounting, Small Business, Bookkeeping, Income Tax, Internal Controls, Start-ups, Balance, Tax Research, Sage, Management Consulting, Financial Statements, IRS, Accountants, Sales Tax
Education
Pace University 1974 — 1976
MBA, Taxation
Pace University 1970 — 1973
Dan Warner Dan Warner's Touche Ross & Company Experience January 1981 - October 1986
Job Managing partner and CFO at Switzer Candy Company
Industry Consumer Goods
Experience
Switzer Candy Company January 2005 - Present
Warner Properties May 1990 - Present
Webster Records October 1986 - March 2006
Touche Ross & Company January 1981 - October 1986
Skills
Finance, Forecasting, P&L Management, Analysis, Management, Accounts Payable, Mergers, Accounts Receivable, Business Strategy, Start-ups, Team Building, Financial Reporting, Operations Management, Negotiation, Mergers & Acquisitions, Small Business, Pricing
Education
Saint Louis University 1979 — 1981
Bachelor of Science (BS), Accounting
Colorado State University 1977 — 1979
Accounting
St. Louis Priory 1971 — 1977
Switzer Candy Company January 2005 - Present
Warner Properties May 1990 - Present
Webster Records October 1986 - March 2006
Touche Ross & Company January 1981 - October 1986
Skills
Finance, Forecasting, P&L Management, Analysis, Management, Accounts Payable, Mergers, Accounts Receivable, Business Strategy, Start-ups, Team Building, Financial Reporting, Operations Management, Negotiation, Mergers & Acquisitions, Small Business, Pricing
Education
Saint Louis University 1979 — 1981
Bachelor of Science (BS), Accounting
Colorado State University 1977 — 1979
Accounting
St. Louis Priory 1971 — 1977
William Woodington CIA, CPA, CRMA William Woodington CIA, CPA, CRMA's Touche Ross & Company Experience June 1982 - April 1985
Job President at Woodington Training Solutions, LLC
Industry Financial Services
Experience
Woodington Training Solutions, LLC March 2012 - Present
IIA Twin Cities Chapter 2012 - 2015
Wells Fargo March 1994 - March 2012
Wells Fargo May 1990 - March 1994
First Bank System April 1985 - March 1990
Touche Ross & Company June 1982 - April 1985
Skills
Training & Development, Internal Audit, Enterprise Risk..., Employee Training, Training, Financial Risk, Risk Management, Financial Audits, IT Audit, Credit, Auditing, Leadership, Sarbanes-Oxley Act, Internal Controls, Banking, CISA, Policy, Managerial Finance, COBIT, Business Process..., Analysis, Finance, Governance, Accounting, Operational Risk..., Risk Assessment, Information Technology, Process Improvement, Business Analysis, Fraud, Due Diligence, Financial Analysis, Corporate Governance, Sarbanes-Oxley, Operational Risk, Financial Reporting, Financial Modeling, Strategic Financial..., Credit Risk, Executive Management, Corporate Finance, Business Process, Mergers & Acquisitions
Education
University of Minnesota-Twin Cities 1981 — 1982
MBA, Finance
University of Wisconsin-Madison 1976 — 1980
BBA, Accounting
Woodington Training Solutions, LLC March 2012 - Present
IIA Twin Cities Chapter 2012 - 2015
Wells Fargo March 1994 - March 2012
Wells Fargo May 1990 - March 1994
First Bank System April 1985 - March 1990
Touche Ross & Company June 1982 - April 1985
Skills
Training & Development, Internal Audit, Enterprise Risk..., Employee Training, Training, Financial Risk, Risk Management, Financial Audits, IT Audit, Credit, Auditing, Leadership, Sarbanes-Oxley Act, Internal Controls, Banking, CISA, Policy, Managerial Finance, COBIT, Business Process..., Analysis, Finance, Governance, Accounting, Operational Risk..., Risk Assessment, Information Technology, Process Improvement, Business Analysis, Fraud, Due Diligence, Financial Analysis, Corporate Governance, Sarbanes-Oxley, Operational Risk, Financial Reporting, Financial Modeling, Strategic Financial..., Credit Risk, Executive Management, Corporate Finance, Business Process, Mergers & Acquisitions
Education
University of Minnesota-Twin Cities 1981 — 1982
MBA, Finance
University of Wisconsin-Madison 1976 — 1980
BBA, Accounting
Fred Stampone Fred Stampone's Touche Ross & Company Experience 1978 - 1982
Job Business Management
Industry Management Consulting
Experience
The Max Group September 2005 - Present
Stampone Law - Business Services Group May 2009 - April 2013
FJ3 Development October 2004 - May 2009
Pep Boys 1982 - 2003
Touche Ross & Company 1978 - 1982
Skills
Business Development, Mergers, Income Statement, Organizational..., Profit, Negotiation, Start-ups, Team Building, Human Resources, Succession Planning, Strategic Planning, Operations Management, Budgets, Management Consulting, Leadership, Real Estate, Performance Management, Management, Leadership Development, Process Improvement, Employee Relations, Talent Management, Executive Management, Retail, Financial Analysis, Talent Acquisition, Change Management, New Business Development, Training, Team Leadership
Education
Drexel University - LeBow College of Business 1974 — 1978
B.S. - Business Administration, Bus Ad
The Max Group September 2005 - Present
Stampone Law - Business Services Group May 2009 - April 2013
FJ3 Development October 2004 - May 2009
Pep Boys 1982 - 2003
Touche Ross & Company 1978 - 1982
Skills
Business Development, Mergers, Income Statement, Organizational..., Profit, Negotiation, Start-ups, Team Building, Human Resources, Succession Planning, Strategic Planning, Operations Management, Budgets, Management Consulting, Leadership, Real Estate, Performance Management, Management, Leadership Development, Process Improvement, Employee Relations, Talent Management, Executive Management, Retail, Financial Analysis, Talent Acquisition, Change Management, New Business Development, Training, Team Leadership
Education
Drexel University - LeBow College of Business 1974 — 1978
B.S. - Business Administration, Bus Ad
Dave Hasson Dave Hasson's Touche Ross & Company Experience 1982 - 1988
Job Vice President Tax at BorgWarner
Industry Automotive
Experience
BorgWarner January 2013 - Present
Tyco Electronics November 2006 - January 2013
Bausch & Lomb 2004 - 2006
Limited Brands 2000 - 2004
General Electric 1991 - 2000
GE Healthcare 1991 - 2000
Price Waterhouse 1988 - 1991
Touche Ross & Company 1982 - 1988
Skills
Tax, Tax Accounting, Corporate Tax, Transfer Pricing, Sarbanes-Oxley Act, SEC filings, International Tax, Income Tax, US GAAP, Treasury, Restructuring, Mergers & Acquisitions, Internal Controls, Due Diligence, IFRS, Consolidation, Accounting, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Management
BorgWarner January 2013 - Present
Tyco Electronics November 2006 - January 2013
Bausch & Lomb 2004 - 2006
Limited Brands 2000 - 2004
General Electric 1991 - 2000
GE Healthcare 1991 - 2000
Price Waterhouse 1988 - 1991
Touche Ross & Company 1982 - 1988
Skills
Tax, Tax Accounting, Corporate Tax, Transfer Pricing, Sarbanes-Oxley Act, SEC filings, International Tax, Income Tax, US GAAP, Treasury, Restructuring, Mergers & Acquisitions, Internal Controls, Due Diligence, IFRS, Consolidation, Accounting, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Management
Steven J. Fromm Steven J. Fromm's Touche Ross & Company Experience 1978 - 1980
Job Philadelphia Tax, Estate, Business Attorney, AV Preeminent Peer Review Rated Attorney For Legal Ability & Ethics
Industry Legal Services
Experience
Steven J. Fromm & Associates, P.C. September 1982 - Present
Margolis & Company, P.C. 1980 - 1982
Touche Ross & Company 1978 - 1980
Deloitte, Haskins & Sells 1977 - 1978
Skills
Estate Planning, Estate Administration, Tax Law, Corporate Law, Income Tax, Corporate Tax, Wills, Trusts, Business Formation, Retirement Planning, Small Business, Tax, Estate Tax Planning, Charities, Retirement, LLC, Real Estate Transactions, Tax Preparation, High Net Worth..., Business Planning, Contract Negotiation, Tax Advisory, Non-profits, Corporate Governance, Powers of Attorney, Gift Tax, IRS, Real Estate, Employee Benefits, Partnership Taxation, 401k, Entity Formation, International Tax, Succession Planning, Legal Representation..., Expert Witness in Tax..., Buy-sell Agreements, Mergers, Probate, Living Wills, Charitable Trusts, Charitable Formations, Tax Exempt Organizations, Individual Taxation, Negotiating Contracts, Legal Advice, Strategic Financial..., Bankruptcy, Elder Law, Financial Planners
Education
New York University School of Law 1976 — 1977
LL.M (TAXATION), Graduate Law Division
John Marshall Law School- Chicago, Illinois 1973 — 1976
JD, LAW
Syracuse University 1969 — 1973
BA, PSYCHOLOGY
Abington High School 1967 — 1969
Steven J. Fromm & Associates, P.C. September 1982 - Present
Margolis & Company, P.C. 1980 - 1982
Touche Ross & Company 1978 - 1980
Deloitte, Haskins & Sells 1977 - 1978
Skills
Estate Planning, Estate Administration, Tax Law, Corporate Law, Income Tax, Corporate Tax, Wills, Trusts, Business Formation, Retirement Planning, Small Business, Tax, Estate Tax Planning, Charities, Retirement, LLC, Real Estate Transactions, Tax Preparation, High Net Worth..., Business Planning, Contract Negotiation, Tax Advisory, Non-profits, Corporate Governance, Powers of Attorney, Gift Tax, IRS, Real Estate, Employee Benefits, Partnership Taxation, 401k, Entity Formation, International Tax, Succession Planning, Legal Representation..., Expert Witness in Tax..., Buy-sell Agreements, Mergers, Probate, Living Wills, Charitable Trusts, Charitable Formations, Tax Exempt Organizations, Individual Taxation, Negotiating Contracts, Legal Advice, Strategic Financial..., Bankruptcy, Elder Law, Financial Planners
Education
New York University School of Law 1976 — 1977
LL.M (TAXATION), Graduate Law Division
John Marshall Law School- Chicago, Illinois 1973 — 1976
JD, LAW
Syracuse University 1969 — 1973
BA, PSYCHOLOGY
Abington High School 1967 — 1969
Bernard (B. D.) Copping Bernard (B. D.) Copping's Touche Ross & Company Experience February 1983 - June 1984
Job State Tax Consulting
Industry Accounting
Experience
Copping State & Local Tax Consulting August 2013 - Present
Michigan Tax Tribunal February 2012 - June 2013
Copping State & Local Tax Consulting May 2009 - February 2012
Crowe Horwath LLP November 1999 - March 2009
State of Michigan June 1997 - October 1999
Deloitte & Touche February 1993 - May 1997
BellSouth June 1984 - September 1992
Touche Ross & Company February 1983 - June 1984
Skills
Tax, Corporate Tax, Income Tax, Tax Research, Sales Tax, CPA, Mergers & Acquisitions, State Tax, Restructuring, Tax Accounting, Internal Audit, Financial Planners, Auditing, Tax Law, International Tax
Education
Walsh College 1975 — 1978
MST, Taxation
University of Oregon 1966 — 1969
BBA, Finance
Copping State & Local Tax Consulting August 2013 - Present
Michigan Tax Tribunal February 2012 - June 2013
Copping State & Local Tax Consulting May 2009 - February 2012
Crowe Horwath LLP November 1999 - March 2009
State of Michigan June 1997 - October 1999
Deloitte & Touche February 1993 - May 1997
BellSouth June 1984 - September 1992
Touche Ross & Company February 1983 - June 1984
Skills
Tax, Corporate Tax, Income Tax, Tax Research, Sales Tax, CPA, Mergers & Acquisitions, State Tax, Restructuring, Tax Accounting, Internal Audit, Financial Planners, Auditing, Tax Law, International Tax
Education
Walsh College 1975 — 1978
MST, Taxation
University of Oregon 1966 — 1969
BBA, Finance
Joel Pineles Joel Pineles's Touche Ross & Company Experience July 1978 - August 1981
Job
Industry Financial Services
Experience
a Chapel Hill North Carolina MFO/RIA January 2010 - Present
North Haven Advisors March 2009 - December 2009
Piedmont Financial Trust Company January 2004 - February 2009
Piedmont Financial Company July 1999 - January 2004
Piedmont Financial Company August 1987 - June 1999
Arthur Andersen & Company August 1984 - August 1987
Touche Ross & Company July 1978 - August 1981
Skills
Estate Planning, Trusts, Income Tax, Strategic Planning, Tax, Strategic Financial..., Business Planning
Education
University of North Carolina School of Law 1981 — 1984
JD, Law
University at Albany, SUNY 1976 — 1978
MS, Accounting
University at Albany, SUNY 1972 — 1976
BS, Mathematics
a Chapel Hill North Carolina MFO/RIA January 2010 - Present
North Haven Advisors March 2009 - December 2009
Piedmont Financial Trust Company January 2004 - February 2009
Piedmont Financial Company July 1999 - January 2004
Piedmont Financial Company August 1987 - June 1999
Arthur Andersen & Company August 1984 - August 1987
Touche Ross & Company July 1978 - August 1981
Skills
Estate Planning, Trusts, Income Tax, Strategic Planning, Tax, Strategic Financial..., Business Planning
Education
University of North Carolina School of Law 1981 — 1984
JD, Law
University at Albany, SUNY 1976 — 1978
MS, Accounting
University at Albany, SUNY 1972 — 1976
BS, Mathematics
Nancy Wintter Nancy Wintter's Touche Ross & Company Experience October 1980 - February 1981
Job Flight Attendant at American Airlines, Inc.
Industry Airlines/Aviation
Experience
American Airlines December 1989 - Present
American Airlines, Inc. December 1989 - Present
American Airlines, Inc. December 1983 - November 1989
Ernst & Whinney February 1981 - January 1983
Touche Ross & Company October 1980 - February 1981
American Airlines, Inc. April 1980 - September 1980
Flagship Banks, Inc. July 1977 - April 1980
Skills
Airlines, Flights, Commercial Aviation, Aviation, Airports, Flight Safety, Aircraft, Aviation Security
Education
Asheville-Buncombe Technical Community College 1975 — 1977
Associate of Applied Science, Secretarial Science
American Airlines December 1989 - Present
American Airlines, Inc. December 1989 - Present
American Airlines, Inc. December 1983 - November 1989
Ernst & Whinney February 1981 - January 1983
Touche Ross & Company October 1980 - February 1981
American Airlines, Inc. April 1980 - September 1980
Flagship Banks, Inc. July 1977 - April 1980
Skills
Airlines, Flights, Commercial Aviation, Aviation, Airports, Flight Safety, Aircraft, Aviation Security
Education
Asheville-Buncombe Technical Community College 1975 — 1977
Associate of Applied Science, Secretarial Science
Josephine de la Oz-Randall, SPHR Josephine de la Oz-Randall, SPHR's Touche Ross & Company Experience December 1981 - June 1986
Job Human Resources Generalist
Industry Human Resources
Experience
Partners In Community Supports June 2010 - March 2013
Legacy.com 2008 - 2008
Lamson, Dugan and Murray LLP September 2006 - November 2007
PayPal February 2006 - March 2006
Summit Industries, Inc. December 2003 - May 2004
Northwestern Memorial Hospital February 2003 - October 2003
Dean Witter Reynolds, Inc June 1986 - July 1994
Touche Ross & Company December 1981 - June 1986
Education
Pace University 1978 — 1981
BA, Labor Management Relations
Mabel Dean Bacon High School 1970 — 1974
University of Minnesota-Twin Cities
Partners In Community Supports June 2010 - March 2013
Legacy.com 2008 - 2008
Lamson, Dugan and Murray LLP September 2006 - November 2007
PayPal February 2006 - March 2006
Summit Industries, Inc. December 2003 - May 2004
Northwestern Memorial Hospital February 2003 - October 2003
Dean Witter Reynolds, Inc June 1986 - July 1994
Touche Ross & Company December 1981 - June 1986
Education
Pace University 1978 — 1981
BA, Labor Management Relations
Mabel Dean Bacon High School 1970 — 1974
University of Minnesota-Twin Cities
Nadia LoVerde Nadia LoVerde's Touche Ross & Company Experience January 1987 - February 1989
Job Certified Public Accountant Offering Accounting, Tax and Auditing Services
Industry Accounting
Experience
Nadia LoVerde CPA October 2011 - Present
Middle Creek H.S. Stampede Club May 2007 - June 2011
Parkwood Elementary PTA August 1999 - June 2002
Fairfield Homeowners Association January 1997 - December 2000
Nadia M. LoVerde, CPA, N.Y., N.C. January 1991 - April 1996
Loral Corporation February 1989 - January 1991
Touche Ross & Company January 1987 - February 1989
Richard D. Freeman, CPA June 1985 - August 1986
Zucker, Honig and Vayda, CPA's June 1984 - May 1985
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Reporting, Budgets, QuickBooks, Mergers, Corporate Tax, Tax Returns, Internal Controls, Auditing, Bookkeeping, CPA, GAAP, Financial Accounting, Partnership Taxation, Real Estate, General Ledger, S Corporations, Cost Accounting, Payroll, Financial Analysis, Variance Analysis, Financial Statements, Mergers & Acquisitions
Education
Hofstra University 1982 — 1984
BBA, Public Accounting
Farmingdale State College 1980 — 1982
AAS, Accounting
Nadia LoVerde CPA October 2011 - Present
Middle Creek H.S. Stampede Club May 2007 - June 2011
Parkwood Elementary PTA August 1999 - June 2002
Fairfield Homeowners Association January 1997 - December 2000
Nadia M. LoVerde, CPA, N.Y., N.C. January 1991 - April 1996
Loral Corporation February 1989 - January 1991
Touche Ross & Company January 1987 - February 1989
Richard D. Freeman, CPA June 1985 - August 1986
Zucker, Honig and Vayda, CPA's June 1984 - May 1985
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Reporting, Budgets, QuickBooks, Mergers, Corporate Tax, Tax Returns, Internal Controls, Auditing, Bookkeeping, CPA, GAAP, Financial Accounting, Partnership Taxation, Real Estate, General Ledger, S Corporations, Cost Accounting, Payroll, Financial Analysis, Variance Analysis, Financial Statements, Mergers & Acquisitions
Education
Hofstra University 1982 — 1984
BBA, Public Accounting
Farmingdale State College 1980 — 1982
AAS, Accounting
Norbert Gonzales, Jr. Norbert Gonzales, Jr.'s Touche Ross & Company Experience February 1976 - September 1978
Job Owner of The Gonzales Group Certified Public Accountants
Industry Accounting
Experience
American Institute of Certified Tax Coaches January 2011 - Present
Rootworks Leadership Community January 2009 - Present
San Pedro Playhouse September 2003 - Present
PASBA January 2001 - Present
The Gonzales Group January 1980 - Present
San Pedro playhouse 2011 - 2012
Pasba 2002 - 2012
Pasba 2002 - 2012
National Educational Development Association January 1978 - December 1979
Touche Ross & Company February 1976 - September 1978
Education
The University of Texas at Austin 1989 — 1993
Doctor of Jurisprudence, Law
University of Houston 1975 — 1978
Master of Science, Accounting
University of Houston 1964 — 1968
Bachelors, Political Science
American Institute of Certified Tax Coaches January 2011 - Present
Rootworks Leadership Community January 2009 - Present
San Pedro Playhouse September 2003 - Present
PASBA January 2001 - Present
The Gonzales Group January 1980 - Present
San Pedro playhouse 2011 - 2012
Pasba 2002 - 2012
Pasba 2002 - 2012
National Educational Development Association January 1978 - December 1979
Touche Ross & Company February 1976 - September 1978
Education
The University of Texas at Austin 1989 — 1993
Doctor of Jurisprudence, Law
University of Houston 1975 — 1978
Master of Science, Accounting
University of Houston 1964 — 1968
Bachelors, Political Science
Neal Colligan Neal Colligan's Touche Ross & Company Experience September 1983 - September 1986
Job Senior Loan Originator/Business Development Officer
Industry Real Estate
Experience
CKPP & Associates, Inc. September 1994 - Present
Quaker Capital Corp. May 1992 - September 1994
Signature Financial Corp. December 1989 - April 1992
Marine Midland Bank, N.A. October 1986 - December 1989
Touche Ross & Company September 1983 - September 1986
Skills
Commercial Real Estate..., Direct Sales, Negotiation, Key Account Development, Closing Business, Project Coordination, Financial Analysis, Real Estate, Portfolio Management, Loans, Commercial Lending, Commercial Mortgages, Financial Structuring, Banking, Investment Properties, Real Estate Transactions, Finance, Commercial Real Estate, Loan Origination, Commercial Banking
Education
Villanova University 1993 — 1995
Master of Business Administration (MBA), 3.93 GPA
Lehigh University 1979 — 1983
Bachelor of Science (BS), Accounting, Cum Laude
CKPP & Associates, Inc. September 1994 - Present
Quaker Capital Corp. May 1992 - September 1994
Signature Financial Corp. December 1989 - April 1992
Marine Midland Bank, N.A. October 1986 - December 1989
Touche Ross & Company September 1983 - September 1986
Skills
Commercial Real Estate..., Direct Sales, Negotiation, Key Account Development, Closing Business, Project Coordination, Financial Analysis, Real Estate, Portfolio Management, Loans, Commercial Lending, Commercial Mortgages, Financial Structuring, Banking, Investment Properties, Real Estate Transactions, Finance, Commercial Real Estate, Loan Origination, Commercial Banking
Education
Villanova University 1993 — 1995
Master of Business Administration (MBA), 3.93 GPA
Lehigh University 1979 — 1983
Bachelor of Science (BS), Accounting, Cum Laude
Kenneth Shapiro Kenneth Shapiro's Touche Ross & Company Experience September 1977 - September 1979
Job Managing Attorney at Shapiro Law Office, PC
Industry Law Practice
Experience
Shapiro Law Office, PC September 1979 - Present
Arcadia University September 1978 - May 2003
Touche Ross & Company September 1977 - September 1979
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Boston University School of Law 1974 — 1977
Juris Doctor (J.D.), Taxation and Business Law
Boston University Questrom School of Business 1970 — 1974
B.S. in B.A., Accounting and Business/Management
Shapiro Law Office, PC September 1979 - Present
Arcadia University September 1978 - May 2003
Touche Ross & Company September 1977 - September 1979
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Boston University School of Law 1974 — 1977
Juris Doctor (J.D.), Taxation and Business Law
Boston University Questrom School of Business 1970 — 1974
B.S. in B.A., Accounting and Business/Management
Herman Ray Herman Ray's Touche Ross & Company Experience January 1968 - April 1970
Job Certified Public Accountant at Herman Ray, CPA
Industry Accounting
Experience
Herman Ray, CPA July 1979 - Present
Ralph C. Johnson & Company May 1972 - June 1979
Ernst & Ernst May 1970 - April 1972
Touche Ross & Company January 1968 - April 1970
Skills
Account Reconciliation, Non-profits, Tax Returns, Sales Tax, Income Tax, Tax Preparation, Management Consulting, Microsoft Office, Microsoft Word, Bookkeeping, Accountants, Tax, Accounting, Tax Research, Corporate Tax, Payroll Taxes, S Corporations, Year End Accounts, Journal Entries, VAT, Financial Reporting, IRS, Partnership Taxation, Tax Accounting, Strategic Planning, QuickBooks, Use Tax, Strategic Financial..., FASB, General Ledger, Financial Statements, Peachtree, Revenue Recognition, US GAAP, Entity Selection, Bank Reconciliation, Compilation, Depreciation, Small Business, CPA, Forensic Accounting, Tax Advisory, Personal Income Tax..., Business Tax Planning, CCH ProSystem fx, Lacerte, Personal Tax Planning, Year-end Close, Accruals, Small Business Tax
Education
University of Nebraska-Lincoln 1964 — 1967
Bachelor of Science, Business Administration/Accounting
University of Nebraska-Lincoln
Herman Ray, CPA July 1979 - Present
Ralph C. Johnson & Company May 1972 - June 1979
Ernst & Ernst May 1970 - April 1972
Touche Ross & Company January 1968 - April 1970
Skills
Account Reconciliation, Non-profits, Tax Returns, Sales Tax, Income Tax, Tax Preparation, Management Consulting, Microsoft Office, Microsoft Word, Bookkeeping, Accountants, Tax, Accounting, Tax Research, Corporate Tax, Payroll Taxes, S Corporations, Year End Accounts, Journal Entries, VAT, Financial Reporting, IRS, Partnership Taxation, Tax Accounting, Strategic Planning, QuickBooks, Use Tax, Strategic Financial..., FASB, General Ledger, Financial Statements, Peachtree, Revenue Recognition, US GAAP, Entity Selection, Bank Reconciliation, Compilation, Depreciation, Small Business, CPA, Forensic Accounting, Tax Advisory, Personal Income Tax..., Business Tax Planning, CCH ProSystem fx, Lacerte, Personal Tax Planning, Year-end Close, Accruals, Small Business Tax
Education
University of Nebraska-Lincoln 1964 — 1967
Bachelor of Science, Business Administration/Accounting
University of Nebraska-Lincoln
Craig G Riche Craig G Riche's Touche Ross & Company Experience January 1976 - March 1977
Job President & Principle at Riche, Dempsey & Associates
Industry Accounting
Experience
Riche, Dempsey & Associates, CPA'S January 2000 - Present
Riche, Shirts & Motz, CPA's September 1986 - December 1999
Craig G Riche, CPA November 1982 - August 1986
Fox & Company, CPA'S November 1980 - October 1982
American Strevell November 1978 - October 1980
Tele-Car Communications February 1978 - October 1978
Wagner Transportation April 1977 - January 1978
Touche Ross & Company January 1976 - March 1977
Skills
Financial Analysis, Accounting, CPA, Financial Reporting, Small Business, Strategic Financial..., Budgets, Management, Income Tax, Customer Service, Internal Controls, Auditing, Forecasting, Finance, Due Diligence
Education
Boise State University 1973 — 1975
Bachelor of Business Administration, Accounting
United States Navy 1968 — 1973
3RD Class Petty Officer
Boise High School 1965 — 1968
Bishop Kelly High School
Riche, Dempsey & Associates, CPA'S January 2000 - Present
Riche, Shirts & Motz, CPA's September 1986 - December 1999
Craig G Riche, CPA November 1982 - August 1986
Fox & Company, CPA'S November 1980 - October 1982
American Strevell November 1978 - October 1980
Tele-Car Communications February 1978 - October 1978
Wagner Transportation April 1977 - January 1978
Touche Ross & Company January 1976 - March 1977
Skills
Financial Analysis, Accounting, CPA, Financial Reporting, Small Business, Strategic Financial..., Budgets, Management, Income Tax, Customer Service, Internal Controls, Auditing, Forecasting, Finance, Due Diligence
Education
Boise State University 1973 — 1975
Bachelor of Business Administration, Accounting
United States Navy 1968 — 1973
3RD Class Petty Officer
Boise High School 1965 — 1968
Bishop Kelly High School
Richard Ponski's Touche Ross & Company Experience 1983 - 1984
Job Director at Cambridge Partners & Associates, Inc.
Industry Financial Services
Experience
Cambridge Partners & Associates, Inc. October 2005 - Present
Marshall & Stevens Incorporated March 1997 - September 2005
Berger Goldstein & Company 1996 - 1997
The First National Bank of Chicago 1989 - 1996
Laventhol & Horwath 1985 - 1989
Touche Ross & Company 1983 - 1984
Sargent & Lundy 1977 - 1983
Education
DePaul University 1978 — 1983
MBA
University of Michigan 1976 — 1977
MSME
University of Michigan 1972 — 1976
BSME
University of Illinois at Chicago 1970 — 1972
MBA
Cambridge Partners & Associates, Inc. October 2005 - Present
Marshall & Stevens Incorporated March 1997 - September 2005
Berger Goldstein & Company 1996 - 1997
The First National Bank of Chicago 1989 - 1996
Laventhol & Horwath 1985 - 1989
Touche Ross & Company 1983 - 1984
Sargent & Lundy 1977 - 1983
Education
DePaul University 1978 — 1983
MBA
University of Michigan 1976 — 1977
MSME
University of Michigan 1972 — 1976
BSME
University of Illinois at Chicago 1970 — 1972
MBA
Lu Anne Morrison's Touche Ross & Company Experience 1982 - 1992
Job
Industry Financial Services
Experience
MAI Capital Management, LLC April 1992 - Present
Touche Ross & Company 1982 - 1992
Touche Ross & Company 1982 - 1992
Deloitte and Touche June 1982 - January 1991
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1982
MBA, Accounting and Taxation
Lake Erie College 1979 — 1980
BSBA, Accounting
Indiana University of Pennsylvania 1971 — 1974
BSEd, Secondary Mathematics Education
MAI Capital Management, LLC April 1992 - Present
Touche Ross & Company 1982 - 1992
Touche Ross & Company 1982 - 1992
Deloitte and Touche June 1982 - January 1991
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1982
MBA, Accounting and Taxation
Lake Erie College 1979 — 1980
BSBA, Accounting
Indiana University of Pennsylvania 1971 — 1974
BSEd, Secondary Mathematics Education
Rod Axtell, CPA's Touche Ross & Company Experience 1977 - 1980
Job Director of Cost Segregation and Partner at Eide Bailly LLP
Industry Real Estate
Experience
Eide Bailly LLP August 2012 - Present
Cost Seg Associates, LLC 2006 - September 2012
City of Bloomington, MN 2006 - 2009
Strategic Talent Partners 2003 - 2006
Virchow Krause 1999 - 2003
House, Nezerka & Froelich 1982 - 1999
Moser, Christianson & Axtell 1980 - 1982
Touche Ross & Company 1977 - 1980
Minnesota Title 1975 - 1977
Skills
Tax, Accounting, Partnership Taxation
Education
Bemidji State University 1971 — 1975
BS, Accounting
Eide Bailly LLP August 2012 - Present
Cost Seg Associates, LLC 2006 - September 2012
City of Bloomington, MN 2006 - 2009
Strategic Talent Partners 2003 - 2006
Virchow Krause 1999 - 2003
House, Nezerka & Froelich 1982 - 1999
Moser, Christianson & Axtell 1980 - 1982
Touche Ross & Company 1977 - 1980
Minnesota Title 1975 - 1977
Skills
Tax, Accounting, Partnership Taxation
Education
Bemidji State University 1971 — 1975
BS, Accounting
Joan Neri's Touche Ross & Company Experience September 1986 - April 1988
Job Counsel at Drinker Biddle & Reath
Industry Law Practice
Experience
Drinker Biddle & Reath April 1988 - Present
Drinker Biddle & Reath 1988 - Present
Touche Ross & Company September 1986 - April 1988
Skills
ERISA, Employee Benefits, Corporate Law, Mergers, Defined Benefit, Dispute Resolution, Retirement, Qualified Retirement..., Mergers & Acquisitions, Legal Writing, Executive Pay, Deferred Compensation, Legal Research, Litigation, Investments, Tax, Retirement Planning, Employment Law, Estate Planning, Courts, Commercial Litigation, Finance, Pensions, Investment Management, Arbitration, Financial Advisory, Appeals, Mediation, Fiduciary, Civil Litigation
Education
New York University School of Law 1986 — 1989
LL.M., Taxation
Seton Hall University School of Law 1983 — 1986
J.D., Law
Rutgers University-New Brunswick 1980 — 1983
B.A., Economics
Drinker Biddle & Reath April 1988 - Present
Drinker Biddle & Reath 1988 - Present
Touche Ross & Company September 1986 - April 1988
Skills
ERISA, Employee Benefits, Corporate Law, Mergers, Defined Benefit, Dispute Resolution, Retirement, Qualified Retirement..., Mergers & Acquisitions, Legal Writing, Executive Pay, Deferred Compensation, Legal Research, Litigation, Investments, Tax, Retirement Planning, Employment Law, Estate Planning, Courts, Commercial Litigation, Finance, Pensions, Investment Management, Arbitration, Financial Advisory, Appeals, Mediation, Fiduciary, Civil Litigation
Education
New York University School of Law 1986 — 1989
LL.M., Taxation
Seton Hall University School of Law 1983 — 1986
J.D., Law
Rutgers University-New Brunswick 1980 — 1983
B.A., Economics
Gary Healy's Touche Ross & Company Experience January 1981 - December 1986
Job V.P., Corporate Tax at Blue Cross Blue Shield of Florida
Industry Insurance
Experience
Blue Cross Blue Shield of Florida V.P., Corporate TaxBlue Cross Blue Shield of Florida1998 - Present
Washington National Insurance Company January 1987 - April 1998
Touche Ross & Company January 1981 - December 1986
Education
Creighton University School of Law 1978 — 1981
JD
Creighton University 1974 — 1978
BSBA, Accounting
Blue Cross Blue Shield of Florida V.P., Corporate TaxBlue Cross Blue Shield of Florida1998 - Present
Washington National Insurance Company January 1987 - April 1998
Touche Ross & Company January 1981 - December 1986
Education
Creighton University School of Law 1978 — 1981
JD
Creighton University 1974 — 1978
BSBA, Accounting
Rich Lipinski's Touche Ross & Company Experience 1972 - 1976
Job Former Vice President Corporate Taxes at VF Corporation
Industry Apparel & Fashion
Experience
VF Corporation August 2008 - November 2008
VF Corporation March 1986 - November 2008
Alco Standard 1976 - 1984
Touche Ross & Company 1972 - 1976
Skills
Internal Audit, Sarbanes-Oxley Act, Transfer Pricing, Financial Analysis, US GAAP, Internal Controls, Tax, Financial Reporting, Management, Corporate Tax, Tax Advisory, Accounting, Forecasting, International Tax
Education
University of San Diego School of Law 1985 — 1986
LLM, Taxation
University of Pennsylvania - The Wharton School 1970 — 1972
MBA, Finance
Dickinson Law 1967 — 1970
JD, General Law
Dickinson College 1964 — 1967
BA, Sociology
United States Naval Academy 1963 — 1964
Engineering
VF Corporation August 2008 - November 2008
VF Corporation March 1986 - November 2008
Alco Standard 1976 - 1984
Touche Ross & Company 1972 - 1976
Skills
Internal Audit, Sarbanes-Oxley Act, Transfer Pricing, Financial Analysis, US GAAP, Internal Controls, Tax, Financial Reporting, Management, Corporate Tax, Tax Advisory, Accounting, Forecasting, International Tax
Education
University of San Diego School of Law 1985 — 1986
LLM, Taxation
University of Pennsylvania - The Wharton School 1970 — 1972
MBA, Finance
Dickinson Law 1967 — 1970
JD, General Law
Dickinson College 1964 — 1967
BA, Sociology
United States Naval Academy 1963 — 1964
Engineering
Steven Berk's Touche Ross & Company Experience June 1978 - December 1980
Job CFO, Barney & Barney/West Region MMA
Industry Insurance
Experience
Marsh USA, Inc. April 2009 - December 2014
Marsh USA, Inc. January 2006 - March 2009
Marsh USA, Inc. January 1993 - December 2005
Marsh USA, Inc. December 1980 - December 1993
Touche Ross & Company June 1978 - December 1980
Education
Michigan State University 1974 — 1978
BA, Accounting
Nicolet High School
Marsh USA, Inc. April 2009 - December 2014
Marsh USA, Inc. January 2006 - March 2009
Marsh USA, Inc. January 1993 - December 2005
Marsh USA, Inc. December 1980 - December 1993
Touche Ross & Company June 1978 - December 1980
Education
Michigan State University 1974 — 1978
BA, Accounting
Nicolet High School
Lorna Hebert's Touche Ross & Company Experience July 1985 - March 1988
Job Assistant General Counsel at Northeastern University
Industry Law Practice
Experience
Northeastern University September 2014 - Present
Murphy, Hesse, Toomey & Lehane, LLP January 1991 - August 2014
William S. Reagan & Company May 1988 - August 1988
Touche Ross & Company July 1985 - March 1988
Skills
Litigation, Legal Writing, Legal Research, Legal Compliance, Legal Counseling, Transactional Law, Retaliation, Education Law, Employment and Labor Law, Negotiation, Discrimination, Trials, Business Litigation, Administrative Law, Alternative Dispute..., Corporate Law, Hearings, Dispute Resolution, Trial Practice, Westlaw, Mediation, Civil Litigation, Courts
Education
Suffolk University Law School
J.D
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Business Administration (BBA), Accounting Political Science
University of Hawaii
Exchange Student, Accounting
Northeastern University September 2014 - Present
Murphy, Hesse, Toomey & Lehane, LLP January 1991 - August 2014
William S. Reagan & Company May 1988 - August 1988
Touche Ross & Company July 1985 - March 1988
Skills
Litigation, Legal Writing, Legal Research, Legal Compliance, Legal Counseling, Transactional Law, Retaliation, Education Law, Employment and Labor Law, Negotiation, Discrimination, Trials, Business Litigation, Administrative Law, Alternative Dispute..., Corporate Law, Hearings, Dispute Resolution, Trial Practice, Westlaw, Mediation, Civil Litigation, Courts
Education
Suffolk University Law School
J.D
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Business Administration (BBA), Accounting Political Science
University of Hawaii
Exchange Student, Accounting
Sue Saunders's Touche Ross & Company Experience 1985 - 1988
Job Director, Client Services at Emdeon
Industry Information Technology and Services
Experience
Emdeon 2007 - Present
MemberHealth March 2005 - August 2006
Compago Enterprises 2004 - 2005
Antares Management Solutions 2001 - 2003
Ameritech Cellular and Paging 1995 - 2001
Cole National 1988 - 1995
Touche Ross & Company 1985 - 1988
Education
ALHS
Adrian College
Cleveland State University
MBA, Quantitative Business Analysis
Emdeon 2007 - Present
MemberHealth March 2005 - August 2006
Compago Enterprises 2004 - 2005
Antares Management Solutions 2001 - 2003
Ameritech Cellular and Paging 1995 - 2001
Cole National 1988 - 1995
Touche Ross & Company 1985 - 1988
Education
ALHS
Adrian College
Cleveland State University
MBA, Quantitative Business Analysis
William Skidmore's Touche Ross & Company Experience November 1979 - April 1981
Job Director FP&A and Investor Relations
Industry Information Technology and Services
Experience
The Reynolds and Reynolds Company April 1981 - Present
Touche Ross & Company November 1979 - April 1981
Skills
Mergers, Analysis, Mergers & Acquisitions, Financial Analysis, Forecasting, Budgets, Investments, Financial Reporting, Project Planning, Process Improvement, Accounting, Sarbanes-Oxley Act, Finance, Internal Audit, Internal Controls, Strategy, Team Building
Education
Ohio Northern University 1975 — 1979
B.A., Accounting
The Reynolds and Reynolds Company April 1981 - Present
Touche Ross & Company November 1979 - April 1981
Skills
Mergers, Analysis, Mergers & Acquisitions, Financial Analysis, Forecasting, Budgets, Investments, Financial Reporting, Project Planning, Process Improvement, Accounting, Sarbanes-Oxley Act, Finance, Internal Audit, Internal Controls, Strategy, Team Building
Education
Ohio Northern University 1975 — 1979
B.A., Accounting
Joe Ritzel's Touche Ross & Company Experience May 1980 - March 1983
Job SVP Finance and CFO at Day & Zimmermann
Industry Defense & Space
Experience
Day & Zimmermann March 1983 - Present
Touche Ross & Company May 1980 - March 1983
Skills
Mergers, Budget, Strategic Planning, Negotiation, Risk Management, Financial Reporting, Forecasting, Accounting, Process Improvement, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Procurement, Internal Controls, Contract Negotiation, Program Management, Budgets, Executive Management, Finance, Managerial Finance, Change Management
Education
Penn State University 1976 — 1980
Bachelor of Science degree in Business Administration, Accounting and Finance
Day & Zimmermann March 1983 - Present
Touche Ross & Company May 1980 - March 1983
Skills
Mergers, Budget, Strategic Planning, Negotiation, Risk Management, Financial Reporting, Forecasting, Accounting, Process Improvement, Financial Analysis, Mergers & Acquisitions, Financial Modeling, Procurement, Internal Controls, Contract Negotiation, Program Management, Budgets, Executive Management, Finance, Managerial Finance, Change Management
Education
Penn State University 1976 — 1980
Bachelor of Science degree in Business Administration, Accounting and Finance
Joseph Musto's Touche Ross & Company Experience September 1985 - August 1989
Job Managing Director. MG Valuation, LLC
Industry Financial Services
Experience
MG Valuation LLC December 2014 - Present
American Appraisal Associates September 1999 - November 2009
American Appraisal Associates August 1989 - September 1999
Touche Ross & Company September 1985 - August 1989
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Business Valuation, Due Diligence, Financial Reporting, Divestitures, Corporate Finance, Finance, DCF, Tax, Private Equity, Restructuring, Executive Management, Equity Valuation, Budgets, Investments, Intangible Assets, Accounting, Variance Analysis, Tax Reorganizations, Financial Valuation, Project Management, Quality Control, Business Valuations, Joint Ventures, Client Services, DCF Valuation, DCF Analysis, DCF Modeling, Fiancial Analysis, Financial Consulting, Consulting, ESOP, Microsoft Excel, Business Enterprise, Employee Training, Training, Team Mentoring, Employee Reviews, C Level Management, Sales, Sales Operations, Sales Management, Sales Process, Financial Sales, Financial Services, Appraisals, Credit Analysis, Credit Appraisals
Education
Hofstra University
MBA, Finance
New York University
BA, Political Science
MG Valuation LLC December 2014 - Present
American Appraisal Associates September 1999 - November 2009
American Appraisal Associates August 1989 - September 1999
Touche Ross & Company September 1985 - August 1989
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Business Valuation, Due Diligence, Financial Reporting, Divestitures, Corporate Finance, Finance, DCF, Tax, Private Equity, Restructuring, Executive Management, Equity Valuation, Budgets, Investments, Intangible Assets, Accounting, Variance Analysis, Tax Reorganizations, Financial Valuation, Project Management, Quality Control, Business Valuations, Joint Ventures, Client Services, DCF Valuation, DCF Analysis, DCF Modeling, Fiancial Analysis, Financial Consulting, Consulting, ESOP, Microsoft Excel, Business Enterprise, Employee Training, Training, Team Mentoring, Employee Reviews, C Level Management, Sales, Sales Operations, Sales Management, Sales Process, Financial Sales, Financial Services, Appraisals, Credit Analysis, Credit Appraisals
Education
Hofstra University
MBA, Finance
New York University
BA, Political Science
Richard Joncas's Touche Ross & Company Experience January 1984 - January 1989
Job Regional Sales Manager at Armstrong World Industries
Industry Building Materials
Experience
Armstrong World Industries July 2005 - Present
Pergo May 1997 - July 2005
Armstrong World Industries January 1995 - May 1997
Armstrong World Industries 1993 - 1995
BOSTIK CANADA, INC January 1989 - January 1993
TOUCHE ROSS & COMPANY January 1984 - January 1989
Skills
Account Management, B2B, Building Materials, Contract Negotiation, Forecasting, Inventory Management, Key Account Management, Leadership, Management, Marketing Strategy, National Accounts, Negotiation, New Business Development, P, Pricing, Product Development, Purchasing, Retail, Sales, Sales Management, Sales Operations, Selling, Strategic Planning, Team Building
Education
Golden Gate University
Bachelor of Science, Accounting
Armstrong World Industries July 2005 - Present
Pergo May 1997 - July 2005
Armstrong World Industries January 1995 - May 1997
Armstrong World Industries 1993 - 1995
BOSTIK CANADA, INC January 1989 - January 1993
TOUCHE ROSS & COMPANY January 1984 - January 1989
Skills
Account Management, B2B, Building Materials, Contract Negotiation, Forecasting, Inventory Management, Key Account Management, Leadership, Management, Marketing Strategy, National Accounts, Negotiation, New Business Development, P, Pricing, Product Development, Purchasing, Retail, Sales, Sales Management, Sales Operations, Selling, Strategic Planning, Team Building
Education
Golden Gate University
Bachelor of Science, Accounting
Doug Sparks's Touche Ross & Company Experience 1984 - 1988
Job Owner / Manager at BridgePoint, LLC
Industry Management Consulting
Experience
BridgePoint, LLC 2004 - Present
Colorado Thought Leaders Forum, LLC 2011 - Present
Drive Technologies, LLC 2000 - 2003
Storagetek 1998 - 2000
Storagetek 1996 - 1998
Storagetek 1990 - 1996
Touche Ross & Company 1984 - 1988
Skills
Management, Change Management, Leadership, Strategic Planning, Business Development, Supply Chain Management, Product Marketing, Product Management, Sales, Marketing Strategy, Marketing, Operations Management, Finance, Team Leadership
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA), Business Administration
Cornell University 1998 — 1998
Manufacturing Executive Program
Williams College 1980 — 1984
Bachelor of Arts (B.A.), Economics, Graduated with Highest Honors
BridgePoint, LLC 2004 - Present
Colorado Thought Leaders Forum, LLC 2011 - Present
Drive Technologies, LLC 2000 - 2003
Storagetek 1998 - 2000
Storagetek 1996 - 1998
Storagetek 1990 - 1996
Touche Ross & Company 1984 - 1988
Skills
Management, Change Management, Leadership, Strategic Planning, Business Development, Supply Chain Management, Product Marketing, Product Management, Sales, Marketing Strategy, Marketing, Operations Management, Finance, Team Leadership
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA), Business Administration
Cornell University 1998 — 1998
Manufacturing Executive Program
Williams College 1980 — 1984
Bachelor of Arts (B.A.), Economics, Graduated with Highest Honors
David A. Kelly's Touche Ross & Company Experience March 1982 - March 1985
Job partner at David A Kelly Attorney at Law
Industry Law Practice
Experience
Kelly Kelly and Company, LLC May 2002 - Present
David A Kelly Attorney at Law March 2000 - Present
Boston University School of Management May 1993 - May 2003
Gulf Computers Group of Companies March 2000 - May 2002
Gulf Computers/eGulf Technologies 2000 - 2002
Gadsby & Hannah LLP ( now McCarter & English) January 1998 - March 2000
Roche Carens & DiGiacomo ( now Murtha Culina ) May 1991 - January 1998
United States Tax Court June 1985 - October 1987
Touche Ross & Company March 1982 - March 1985
Skills
Real Estate, Estate Planning, Tax, Probate, Corporate Law, Probation, Trusts
Education
Boston University School of Law 1984 — 1985
LLM - Tax, Tax
Syracuse University College of Law 1979 — 1981
JD, business law/tax
Boston College 1974 — 1978
BS, Accounting and Finance
Kelly Kelly and Company, LLC May 2002 - Present
David A Kelly Attorney at Law March 2000 - Present
Boston University School of Management May 1993 - May 2003
Gulf Computers Group of Companies March 2000 - May 2002
Gulf Computers/eGulf Technologies 2000 - 2002
Gadsby & Hannah LLP ( now McCarter & English) January 1998 - March 2000
Roche Carens & DiGiacomo ( now Murtha Culina ) May 1991 - January 1998
United States Tax Court June 1985 - October 1987
Touche Ross & Company March 1982 - March 1985
Skills
Real Estate, Estate Planning, Tax, Probate, Corporate Law, Probation, Trusts
Education
Boston University School of Law 1984 — 1985
LLM - Tax, Tax
Syracuse University College of Law 1979 — 1981
JD, business law/tax
Boston College 1974 — 1978
BS, Accounting and Finance
Gregory Luczak's Touche Ross & Company Experience June 1978 - April 1984
Job Proprietor at Gregory S. Luczak CPA
Industry Accounting
Experience
Gregory S. Luczak CPA June 1994 - Present
Luczak & Wieland CPAs May 1989 - June 1994
Touche Ross & Company June 1978 - April 1984
Skills
Accounting, Corporate Tax, Estate Planning, CPA, Financial Reporting, Strategic Financial..., Real Estate, Financial Analysis, Real Estate Development
Education
University of Illinois College of Law 1975 — 1978
Juris Doctor, Law
Marquette University 1970 — 1974
Bachelor of Science, Accounting
Gregory S. Luczak CPA June 1994 - Present
Luczak & Wieland CPAs May 1989 - June 1994
Touche Ross & Company June 1978 - April 1984
Skills
Accounting, Corporate Tax, Estate Planning, CPA, Financial Reporting, Strategic Financial..., Real Estate, Financial Analysis, Real Estate Development
Education
University of Illinois College of Law 1975 — 1978
Juris Doctor, Law
Marquette University 1970 — 1974
Bachelor of Science, Accounting
Bob Fahrenbach's Touche Ross & Company Experience June 1979 - August 1986
Job Director of Tax at EPIC Systems Corporation
Industry Industrial Automation
Experience
Epic December 2003 - Present
Ernst & Young August 1986 - November 2003
Touche Ross & Company June 1979 - August 1986
Skills
Accounting, Financial Analysis, Tax Accounting, Financial Reporting, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Internal Controls, Due Diligence, Financial Modeling, Auditing, Mergers & Acquisitions, Forecasting, Finance
Education
Northwestern University Sdhool of Law 1974 — 1977
J.D., Law
University of Notre Dame 1970 — 1974
BBS, Accounting and Finance
Epic December 2003 - Present
Ernst & Young August 1986 - November 2003
Touche Ross & Company June 1979 - August 1986
Skills
Accounting, Financial Analysis, Tax Accounting, Financial Reporting, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Internal Controls, Due Diligence, Financial Modeling, Auditing, Mergers & Acquisitions, Forecasting, Finance
Education
Northwestern University Sdhool of Law 1974 — 1977
J.D., Law
University of Notre Dame 1970 — 1974
BBS, Accounting and Finance
William (Bill) Cuppett's Touche Ross & Company Experience January 1984 - October 1985
Job Retired from AT&T/SBC.
Industry Accounting
Experience
AT&T Welcome Desk HostSaint Louis Zoo2014 - 2014
Saint Louis Zoo 2014 - 2014
Saint Louis Zoo 2014 - 2014
AT&T October 1985 - August 2009
Touche Ross & Company January 1984 - October 1985
Anheuser-Busch November 1981 - January 1984
Tiger, Fireside and Co. December 1978 - November 1981
The Muny 1973 - 1981
The Muny 1973 - 1981
The Muny 1973 - 1981
Skills
Accounting, Microsoft Excel, Budget, Auditing, Financial Reporting, Microsoft Word, Income Tax, Microsoft Office, Bookkeeping, Tax, Strategic Planning, Accounts Payable, Financial Analysis, Accounts Receivable, General Ledger, Process Improvement, Financial Accounting, Payroll, Customer Service, Negotiation, Pricing Strategy, Strategic Financial..., Budgets, Operations Management, Finance, Journal Entries, Financial Statements, Customer Satisfaction, Forecasting, Consumer Products, Pricing, Internal Audit, Management, Team Building, Financial Audits, Cross-functional Team..., Leadership, Variance Analysis, Account Management, Sarbanes-Oxley Act, Risk Management, Inventory Management, Vendor Management, Analysis
Education
Saint Louis University 1975 — 1978
Bachelor's Degree in Business Administration, Accounting
Saint Louis University 1975 — 1978
Bachelors Degree, Accounting
AT&T Welcome Desk HostSaint Louis Zoo2014 - 2014
Saint Louis Zoo 2014 - 2014
Saint Louis Zoo 2014 - 2014
AT&T October 1985 - August 2009
Touche Ross & Company January 1984 - October 1985
Anheuser-Busch November 1981 - January 1984
Tiger, Fireside and Co. December 1978 - November 1981
The Muny 1973 - 1981
The Muny 1973 - 1981
The Muny 1973 - 1981
Skills
Accounting, Microsoft Excel, Budget, Auditing, Financial Reporting, Microsoft Word, Income Tax, Microsoft Office, Bookkeeping, Tax, Strategic Planning, Accounts Payable, Financial Analysis, Accounts Receivable, General Ledger, Process Improvement, Financial Accounting, Payroll, Customer Service, Negotiation, Pricing Strategy, Strategic Financial..., Budgets, Operations Management, Finance, Journal Entries, Financial Statements, Customer Satisfaction, Forecasting, Consumer Products, Pricing, Internal Audit, Management, Team Building, Financial Audits, Cross-functional Team..., Leadership, Variance Analysis, Account Management, Sarbanes-Oxley Act, Risk Management, Inventory Management, Vendor Management, Analysis
Education
Saint Louis University 1975 — 1978
Bachelor's Degree in Business Administration, Accounting
Saint Louis University 1975 — 1978
Bachelors Degree, Accounting
Edward Lawrence's Touche Ross & Company Experience 1967 - 1969
Job CPA at Jacobson, Lawrence @ Associates, P.L.L.C.
Industry Accounting
Experience
Jacobson, Lawrence @ Associates, P.L.L.C. 1969 - Present
Touche Ross & Company 1967 - 1969
U.S. Army Finance Corp. 1965 - 1967
Skills
CPA, Tax, Financial Reporting, Tax Preparation, Partnership Taxation, Trust Taxation, Corporate Tax, LLC, GAAP, Accounting, Income Tax, Financial Accounting, General Ledger, Business Valuation, Auditing, Internal Controls
Education
Golden Gate University
Master's Degree, Taxation
School of Business Administration, University of Washington
Master of Business Administration (M.B.A.)
School of Business Administration, University of Washington
Bachelor's Degree, Accounting
Jacobson, Lawrence @ Associates, P.L.L.C. 1969 - Present
Touche Ross & Company 1967 - 1969
U.S. Army Finance Corp. 1965 - 1967
Skills
CPA, Tax, Financial Reporting, Tax Preparation, Partnership Taxation, Trust Taxation, Corporate Tax, LLC, GAAP, Accounting, Income Tax, Financial Accounting, General Ledger, Business Valuation, Auditing, Internal Controls
Education
Golden Gate University
Master's Degree, Taxation
School of Business Administration, University of Washington
Master of Business Administration (M.B.A.)
School of Business Administration, University of Washington
Bachelor's Degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY