Bio
Credentials
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Certified Specialist in E-Discovery (CEDS)
Association of Certified E-Discovery Specialists (ACEDS)Oct, 2023- Apr, 2026 -
eDiscovery Executive Certificate (eDEx)
Association of Certified E-Discovery Specialists (ACEDS)Apr, 2023- Apr, 2026 -
Certified Public Accountant (CPA)
Oklahoma Accountancy BoardJul, 1984- Apr, 2026
Experience
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OPVEON Litigation Services
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Tulsa, Oklahoma, United States
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Director of Sales & E-Discovery/Forensics
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Jul 2022 - Present
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Tulsa, Oklahoma, United States
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Litgistix LLC
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5 East 5th St., Tulsa, OK. 74103
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Co-Owner/CFO
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Jan 2010 - Nov 2022
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5 East 5th St., Tulsa, OK. 74103
Co-Owner and Chief Financial and Information Technology Officer with primary management responsibilities handling accounting, payroll, tax returns, IT/Network, Business Development, and Technical services and solutions for the company, including scanning, document hosting and E-Discovery processing and consulting.
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The Copy Shop, LLC
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5 East 5th St., Tulsa OK 74103
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Partner-CFO
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Jan 2002 - Dec 2009
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5 East 5th St., Tulsa OK 74103
Partner and Chief Financial and Information Technology Officer with primary management responsibilties handing the accounting, tax reports, payroll, IT/Network, Scanning/Imaging Department and E-Discovery consulting and processing areas within the company.
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Project Manager
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Oct 2000 - Dec 2001
Project Manager for a SAP accounting system upgrade project over the FI/Financial Accounting area for a large petroleum refining corporation located in Houston, TX.
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Senior Consultant
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Feb 1999 - Oct 2000
Senior consultant and assistant project manager on a SAP accounting system upgrade project for a large Bank located in Chicago, IL.
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Project Manager
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Dec 1982 - Jan 1999
Help varied management, supervisory and accounting positions over the course of 17 years working at Amoco primarily in the external reporting, gas revenue accounting, specialized business processing re-engineering initiatives and SAP system implementation projects.
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Education
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1978 - 1982Indiana University - Kelley School of Business
BA, Accounting -
1978 - 1982Indiana University Bloomington
Bachelor of Science (BSc), Accounting
Suggested Services
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References
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