Experience

United Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Sep 1997 - Jan 2001

  Corporate Development Officer responsible for the acquisition of investment management firms. Responsible for the analyses of new business and start-up proposals for UAM's management committee, due diligence, deal structuring and the execution of deal documents. Member of UAM's Operations Team.

• Director of Accounting Research

  • Sep 1992 - Aug 1997

  Over five years of increasing responsibility in technical accounting research and financial reporting. Reported directly to the CFO. Responsible for UAM's technical accounting research. Analyzed relevant exposure drafts and wrote position papers to the SEC. Significant experience in pooling and purchase accounting issues and treasury stock repurchase plans. Liaison between UAM's Finance and Corporate Development groups. Responsible for researching acquisition related issues for all… Show more Over five years of increasing responsibility in technical accounting research and financial reporting. Reported directly to the CFO. Responsible for UAM's technical accounting research. Analyzed relevant exposure drafts and wrote position papers to the SEC. Significant experience in pooling and purchase accounting issues and treasury stock repurchase plans. Liaison between UAM's Finance and Corporate Development groups. Responsible for researching acquisition related issues for all acquisitions. Led the successful effort to increase coordination between the groups in order to insure successful transition of new affiliates. Responsible for managing all aspects of the relationship between UAM and external auditors.



PwC

• Professional Services
• 700 & Above Employee

• Senior Audit Manger

  • Sep 1984 - Aug 1992

  Greater Boston Area Eight years of increasing responsibility in business and technical matters, management of staff development and creative approaches to problem solving. Experience in a broad range of industries including financial services, high technology and real estate. Individually rated as a higher than expected performer by the Senior Partner Evaluation Committee. Served on the promotion review committee and acted as a career counselor to staff. Wrote in-house courses and instructed staff on a variety of… Show more Eight years of increasing responsibility in business and technical matters, management of staff development and creative approaches to problem solving. Experience in a broad range of industries including financial services, high technology and real estate. Individually rated as a higher than expected performer by the Senior Partner Evaluation Committee. Served on the promotion review committee and acted as a career counselor to staff. Wrote in-house courses and instructed staff on a variety of complex accounting and auditing topics. Show less