Location:
10901 west Toller Dr, Littleton, CO 80127
Industry:
Financial Services
Work:
Charles Schwab
Senior Managing Director, External Reporting and Accounting Policy
Chatham Financial Jun 2011 - Sep 2017
Executive Director and Global Leader of Corporate Accounting Advisory Services at Chatham Financial
Jpmorgan Chase & Co. Dec 2009 - Jun 2011
Vice President, Corporate Accounting Policies
Pwc Jan 2007 - Dec 2009
Manager - Transaction Services
Financial Accounting Standards Board (Fasb) Jan 2006 - Jan 2007
Postgraduate Technical Assistant
Education:
Indiana University - Kelley School of Business 2018 - 2022
Master of Business Administration, Masters
Indiana University, Bloomington May 2005
Master of Business Administration, Masters
Indiana University Bloomington 2003 - 2005
Master of Business Administration, Masters, Finance
Indiana University - Kelley School of Business 2003 - 2005
Master of Business Administration, Masters, Finance
University of Utah 2000 - 2003
Bachelors, Bachelor of Science, Accounting
Skills:
Valuation
Derivatives
Financial Reporting
Financial Analysis
Accounting
Us Gaap
Private Equity
Mergers and Acquisitions
Hedging
Financial Accounting
Sec Filings
Ifrs
Risk Management
Hedge Accounting
Equities
Consolidation
Capital Markets
Options
Finance
Financial Modeling
Financial Instruments
Microsoft Excel
U.s. Generally Accepted Accounting Principles
Corporate Finance
Financial Risk
Statistics
Excel
Auditing
International Financial Reporting Standards
Internal Controls
Treasury
Financial Services
Investments
Management
Leadership
Generally Accepted Accounting Principles
Sarbanes Oxley Act
Interests:
Private Equity
Energy and Commodities
Children
Economic Empowerment
Scouting
Education
Investing and Economics
Clay and Trap Shooting
Derivatives and Risk Management
Upland Game Hunting
M&A
Travel
Certifications:
Chartered Financial Analyst (Cfa)
Certified Public Accountant (Cpa)
Coso Internal Control Certificate
Cfa Institute
Nyed Office of Professions
