Bio
Credentials
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What Is Generative AI?
LinkedInJul, 2023- May, 2026 -
CPA
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Preventing Workplace Harassment
Emtrain
Experience
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Principal
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United States
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Business Consulting and Services
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1 - 100 Employee
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President
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Jan 2024 - Present
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Principal
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Apr 2023 - Present
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Protiviti
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Greater Chicago Area
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Managing Director
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Sep 2016 - Apr 2023
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Greater Chicago Area
Financial Services
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EY
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New York/Chicago
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Senior Advisor
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Jul 2014 - Jun 2016
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New York/Chicago
Retired Partner: Senior Advisor to key global and US clients and client teams
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Ernst & Young
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New York
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Partner
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May 2002 - May 2014
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New York
Partner: Banking and Capital Markets Leader – Midwest (2002-2006); Americas (2006-2014) • A leader in growing the Firm’s Americas Banking and Capital Markets practice almost 10-fold, serving the world’s largest and most complex retail and wholesale banking organizations. The practice expanded its services dramatically, and now provides end to end solutions across the entire banking organization, including Corporate functions (Risk, Finance, Compliance, Shared Services, Technology) and Business Units (Retail, Wholesale, Capital Markets, Asset and Wealth Management).• Served as the global client service partner for major financial institutions including Citigroup, The Bank of New York Mellon and Merrill Lynch. Served as a Senior Advisory Partner on numerous global and domestic banks.
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Arthur Andersen
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Chicago
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Partner
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1977 - 2002
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Chicago
Partner: Central Region • Central Region Financial Services leader and member of the Global Financial Services Leadership team• Lead engagement partner, providing audit, accounting and advisory business services to global financial services companies: HSBC/Household International; Sears Roebuck and Co (credit card unit); Heller Financial; Sanwa Business Credit Corporation• Held progressive leadership positions of increasing responsibilities for client services, strategic market initiatives, and regional and firm leadership roles.
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Education
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1976 - 1977The Wharton School
MBA, Accounting, Finance -
1971 - 1975John Cook School of Business at Saint Louis University
Bachelor of Science (B.S.), Finance, General
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Industry Focus. “Financial Services and Auditing.”
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