Credit Suisse
Director, Credit Suisse Global Accounting Strategist
Ashton Partners Mar 2000 - Aug 2003
Vice President, Investor Relations Consultant
Deloitte Jan 1998 - Mar 2000
Senior Associate, Value Based Management Consultant
Kpmg Jan 1996 - Dec 1997
Senior Auditor
Education:
Depaul University - Charles H. Kellstadt Graduate School of Business 2003 - 2006
Master of Business Administration, Masters, Business Administration, Finance
Loyola University Chicago 1992 - 1996
Bachelors, Accounting, Finance
Skills:
Valuation Capital Markets Investments Financial Modeling Equities Accounting Investor Relations Equity Research Investment Banking Finance Ipo Corporate Finance Hedge Funds Auditing Equity Valuation Financial Services Fixed Income Corporate Tax
Joel Litman - Columbus OH, US Ronald J. Graziano - Chicago IL, US
International Classification:
G06Q 40/06
US Classification:
705 36 R
Abstract:
A system and method of identifying accounting anomalies to assess investment risks and opportunities. The steps include receiving company data and criteria metrics, and evaluating the company data in view of the criteria metrics to produce a performance indicator. Information, such as an easily read visual flag is provided to a client identifying the performance indicator.