Location:
3920 Cypress Creek Pkwy, Houston, TX 77068
Industry:
Financial Services
Work:
Jefferson Wells since Jun 2004
Consultant, Financial Services
Kyhos Analytics since 2001
Principal
Education Commission of the States Jan 2002 - Dec 2003
CFO
Geological Society of America 1997 - 2000
CFO
American Chemical Society 1992 - 1997
Director of Finance
Education:
Boston University - School of Management 1977 - 1981
MBA, Finance
Ithaca College 1968 - 1972
BS, Accounting
Skills:
Finance
Sarbanes Oxley Act
Auditing
Financial Analysis
Financial Reporting
Internal Controls
Internal Audit
Accounting
Management
Analysis
Due Diligence
Financial Services
Risk Management
Leadership
Banking
Business Process Improvement
Mergers and Acquisitions
Managerial Finance
Consulting
Corporate Finance
Us Gaap
Financial Accounting
Sarbanes Oxley
Financial Planning
Strategic Financial Planning
Insurance
Analytical Skills
Compliance
Management Consulting
Enterprise Risk Management
Process Improvement
Sox
Gaap
Cash Flow
Financial Audits
Soc Reporting and Analysis
Regulatory Compliance
Consulting Services
Operational Risk Management
Non Profits
Cash Management
Excel
Financial Management
Technical Accounting
Investment Management
Interests:
Education
Poverty Alleviation
Animal Welfare
Arts and Culture
Health
Certifications:
Chartered Global Management Accountant (Cgma)
Cpa
Commonwealth of Massachusetts, License Lic. # 4681 Ma (Inactive)
Aicpa
Tx State Board of Public Accountancy, License 104997
License Lic. # 4681 Ma (Inactive)
Cgma
License 104997
