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The Network - April 2014

East

Raymond Bantum, Baltimore AERS, is working with a college and a health care organization in Maryland that have a unique educational program aimed at African-American male high school students that have been suspended. This program works with these youths while they are suspended ensuring that they still receive education and work on good behavioral skills to lessen the chances of future suspensions. This program is the exact type of program that President Obama would like to support in his recent My Brother’s Keeper Executive Order, where he specifically addressed the high suspension rate of African-American students, and he stated “there are ways to modify bad behavior that leads to good behavior” and this program that his clients have does just that.

Peter Barcia, New York AERS, has joined the New York office of Abbot Downing as managing director and senior portfolio manager. Abbot Downing, with nearly $38 billion in client assets and a 40-year history serving high net worth clients, is part of Wells Fargo’s Wealth, Brokerage and Retirement group, a leading U.S. wealth manager, with $1.5 trillion in client assets.

He works closely with a team of Abbot Downing professionals in the Northeast Region who provide planning and family dynamics services, asset management, private banking, trust, fiduciary and administrative services.  Abbot Downing serves clients in all 50 states through offices in San Francisco, Palo Alto, Los Angeles, Scottsdale, Denver, Houston, Minneapolis, Chicago, Philadelphia, Washington D.C., New York, Charlotte, Winston-Salem, Raleigh, Naples, Jacksonville, and Palm Beach. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2012 Bloomberg Markets survey. Wells Fargo launched the Abbot Downing brand combining two Wells Fargo high net worth businesses.  The original Abbot Downing built the iconic stagecoaches that have come to represent Wells Fargo.

Howard Becker, Princeton AERS, relocated to Naples, FL at the end of October 2013 from Plainsboro, NJ with his wife Carol. He continues to work in the professional practice group of Marks Paneth LLP, on a reduced schedule.

He has resigned as treasurer of the Plainsboro Free Public Library and as treasurer of the supporting Foundation.

Ray Cisneros, Philadelphia AERS, has 17 grandchildren and four great grandchildren. He is active in his local Lions Club, church as Finance Council Chairman, private high school Alumni Association and fundraising Foundation Board as member.  In addition, Ray is Chairman of their Condo Association, guitarist for their church folk choir and treasurer-member of the Good Tymes Banjo Band of Massachusetts.

Raphael Clarke, Arlington Consulting, is pursuing her Masters in Urban and Environmental Planning at the University of Virginia, Charlottesville, VA, class of 2015.

Stacy Cullen, Philadelphia Tax, gave birth to boy and girl twins, August and Isadora in October 2013. They were warmly welcomed into the family by their two big sisters.  She is currently employed at Tait Weller & Baker as the director of Nonprofit Tax Services where she assists a wide variety of nonprofit clients with both tax compliance and tax consulting issues.

Nick Del Sordi, Parsippany AERS, has been in public practice since leaving Deloitte and a partner in the firm Burton Cieri Del Sordi & Co LLC. with an office in Upper Montclair, NJ. They specialize in audits of 401(k) plans, review, compilation & tax engagements. Our firm profile can be found at www.bcdllcandco.com.

Moha Desai, Boston Consulting, is on sabbatical from her professional career in healthcare to dedicate herself even more to her community and family.  She and her husband welcomed their second son, Vikram, on August 6, 2013, who has brought them and their elder son, Devraj, tremendous joy. Her philanthropy efforts have also expanded since leaving Deloitte. The Desai Foundation is celebrating 15 years, and hoping to expand its community development center program in India.  In order to do this, they are hosting their very first fundraising event - a black tie benefit gala in NYC's most prestigious venue – Capitale on April 9, 2014.

The invite is available at http://www.thedesaifoundation.org/SaveTheDate/.

For more information on the foundation’s programs, please see http://TheDesaiFoundation.org.

Alison Torrillo French, Arlington Consulting, has launched her consulting venture, Alto Solutions, LLC in January 2014. As an independent contractor, she specializes in organizational change management, consultative facilitation, communications strategy, leadership and stakeholder alignment, and employee engagement, training and team building for individuals and businesses of all genres. She would love to partner up with other Deloitte alumni who are interested in building relationships and achieving success in a dynamic environment. For more on Alto Solutions, LLC, please visit: www.altosolutionsllc.com.

Peter Gaston, Miami AERS, has been happily retired since Chevron purchased Texaco, Inc. in late 2001, ending his 22-year accounting career there. In summer 2002, he took a ‘drawing for the absolute utter beginner’ class at Silvermine School of Art in New Canaan, CT. He started oil painting at that school one year later and has been painting, mostly landscapes, ever since.  Check on photos of his completed works at the following link: http://thecompleteartist.ning.com/profile/BocaPETE.

Hillary Harding, Rochester AERS, recently accepted a position at Excelsior College located in Albany, NY as controller. A leader in online and distance learning, Excelsior College awards associate, baccalaureate, and master's degrees, as well as offers certificate programs, through its five schools: Business & Technology, Health Sciences, Liberal Arts, Nursing, and Public Service. She was previously employed at Emory University and PricewaterhouseCoopers.

Leon Hariton, New York Tax, has published his second book Humainties 101. Its contents examine and analyze issues of everyday life.

William Hooker, Atlanta Tax, married Sarah Spencer on February 15, 2014, in Atlanta, GA.  They will be going on their honeymoon for a safari in South Africa later this year.  On the professional front, he is an international tax senior manager at Cherry Bekaert LLP in Atlanta, GA.

Philip Katen, Philadelphia Consulting, is proud to announce that last month, Micro Mold (#1) and Plastikos (#2) were honored with the top two spots on PlasticNews' inaugural ‘Best Places to Work’ list, which rated the top plastics industry workplaces across the United States and Canada. The award was designed to identify and honor the U.S. and Canadian plastics industry’s very best employers. Eligible companies for this award included: plastic processors, recyclers, raw material suppliers and compounders, as well as moldmakers.  Best Companies Group of Harrisburg, PA, gathered extensive data with input from employee and management surveys to independently determine the winners. The detailed surveys contained questions that evaluated an individual’s current role in the company and future opportunities for growth, an individual’s relationship with his/her supervisor, the effectiveness of internal communications, employer benefit programs, employee training and continuing education opportunities, and safety and work environment, among others. The official Top 10 ‘Best Places to Work’ rankings were revealed at the PlasticsNews Executive Forum on February, 24, in Tampa, FL.

David Kirk, Washington Tax, joined Ernst & Young LLP’s Washington, DC office as an executive director in the personal financial services practice. Prior to this he was tax attorney in the office of chief counsel of the Internal Revenue Service (IRS). Throughout his career, he has focused on the taxation of individuals, trusts, corporations, partnerships and financial planning for high net worth family groups. Prior to joining the IRS, he was a tax attorney at Arnold & Porter LLP, where he provided tax and legal structuring advice to individuals, businesses and investors. He has spoken at industry conferences and participated on panels for universities, personal finance institutes and bar associations. Kirk is licensed as a Certified Financial Planner and Certified Public Accountant in the District of Columbia and New York. He is a Bar Member for District of Columbia and Pennsylvania.

Alex E. Krasnomowitz, Parsippany Tax, left the firm to start his own practice 33 years ago.  He persevered as a sole practitioner partly due to the experience he had working at, then, Haskins & Sells.  The mentioning of being a former employee of H & S (now Deloitte Touche) has always been a feather in his cap. He currently caters to high net worth individuals, business owners and young married families in their tax planning and financial compliance needs. He opted years ago not to provide financial planning services in the interest of maintaining his objectivity.  A mainstay of what he learned at Deloitte. “The office where I worked was a very productive entity where I learned a great deal on how to cater the clients’ needs and work efficiently and economically towards a goal. In many ways I attribute my success to my experience at Deloitte Touche.”

Alex is married to his high school sweetheart of 40 years, LouAnn, and has three children (Alexander, partner in a CPA firm; Steven, VP Product Development supplements company; and Samantha, a first grade teacher in NJ).  He also has five wonderful grandchildren, Alexa, Julia, Margareta, Griffin and Ashlee.

Marie Lynch, Wilton Services, has been fortunate to be able to be immersed in the fine arts, specifically painting.  This January 2014, she joined an online group of daily painters.  The discipline of painting quickly and loosely every day, is a perfect exercise for progressing in her area of abstract art.  The small daily paintings are actually studies that may be used later for larger works.  Please visit the website for more insight on Marie’s paintings http://www.dailypaintworks.com/Artists/marie-lynch-4474.

Jason Ockun, Parsippany Consulting, has joined Citihub Consulting as an Associate Partner.

Gerald Pulvermacher, Summit Consulting, continues to be active in the North American and UK marketplace since having sold his most recent business to the Hudson Highland Group, a spinoff of Monster.com. While residing and working out of his Boca Raton office, he has been working with clients in the areas of strategy development, business transformation and change leadership, executive team and individual development and succession planning and implementation.

Gerry has also served on several boards, including Autoskill International (which was recently sold to Scholastic) and several hospital boards. He has written numerous articles pertaining to organization development and invites you to read these on his website: www.gpulvermacherassociates.com. He remains a loyal fan of Deloitte and has many friends, both active and retired, in the organization worldwide.

On a personal level, Gerry still spends a good deal of time with his family and in particular his five amazing grandchildren (of course). Since they all live in Ottawa, Canada, he is delighted to visit during the winter months when Ottawa averages -20 C.

Kimberly S. Reed, Philadelphia Services, has been recognized for her accomplishments as a female entrepreneur through two incredible opportunities. On February 19, she was honored at Joan Shepp’s 14th annual "Women of Substance and Style Event" alongside of affluent Philadelphia women, including Judge Sheila Woods-Skipper and PHL17's Ashley Johnson. In honor of Black History Month, Joan Shepp selects inspirational African-American women with outstanding achievements to honor each year. They were recognized for style and for their success in various professions. “I am grateful to have been offered this award and featured as part of the window display at Joan Shepp’s Shops at Liberty Place.” Additionally, The Forum of Executive Women has accepted her as a new member of their organization. This group is made up of influential women, who hold top positions in major segments in the Greater Philadelphia region. “I look forward to the career advancements, networks and new experiences that this amazing opportunity holds!”

Joseph Richardson, Philadelphia Consulting, recently retired after 10 years of service at FMC Technologies, Houston, TX where he was the corporate manager, responsible for World-wide Indirect Procurement. Prior to this he worked for IBM business consulting practice since his departure from Deloitte. “I am very happy to state that Deloitte is the finest firm I have ever worked for and I am proud to be an alum of Deloitte. I also have been a guest lecturer at Howard University and Arizona State University for the past five years.  Recently, he was the Master of Ceremonies for opening day at the ProcureCon Conference in Charlotte, NC.  It was attended by approximately 300 supply chain professionals”.

Katie Dieterman Sammarco, Atlanta Consulting, has been named human resources business consultant, group vice president at SunTrust Banks.  In this role, she will be part of the project team for the implementation of Workday, a prominent Software as a Service (SaaS) human capital management software. Her responsibilities include working closely with the Organization Readiness Workstream and performing business project management activities including coordinating activities for sub-workstreams (Communications, Training, and "Big Rocks"), partnering with HR and business stakeholders to ensure the end-to-end business processes are appropriately tested and implemented, and supporting the HR leadership team to vet all key decisions. Katie started with SunTrust Bank as an HR implementation partner supporting the wholesale line of business in January 2013.

Rick Sander, New York AERS, recently joined Decisive Communications as executive vice president, chief financial officer, where he will be responsible for managing all financial operations and human resources for this telecommunications industry service provider. Prior to this, he was chief financial officer for Titanium Holdings, Inc., parent company of Titanium Solutions, a leading provider of homeowner contacting services.

He has two daughters and presently resides in Charlotte, North Carolina. He will soon be relocating to the Maryland area.

Sophie L. Seged, McLean Consulting, has been working in the humanitarian field for the last four years. She is now based in Central Africa on a UN coordination unit mission.  The discipline, work ethics and the skills that she developed while working at Deloitte are paying off.  

“Even though I did not stay long with Deloitte because I had to travel to India and China to complete my GMBA, I would like to say thank you for having given me an opportunity to learn so much in a short period of time and for enriching my work experience beyond borders.  Two years ago on another UN assignment, I found Deloitte auditors in East Africa whom we contracted to audit a considerably large humanitarian funding operation and once again, Deloitte delivered quality service. It is always with pride that I say I have worked for Deloitte and Touche”.

Jeffrey Siegel, Stamford Tax, has been named vice president of legal affairs at United Bank, headquartered in Glastonbury, CT. United Bank has $5 billion in assets and nearly 60 branches stretching from New Haven, CT north to West Springfield, MA and over to Worcester. It is the fourth-largest bank in the Springfield and Hartford metropolitan area, behind Bank of America, TD Bank and Webster Bank.

Mike Walker, Boston Consulting, is president of AlterAction, a marketing consulting firm that helps clients drive large-scale behavioral change.  He is married with two children and is living in Hingham, MA.

Greg Wieman, New York AERS, recently relocated to San Francisco after accepting a position with the internal audit department at Google. He started in January 2014 and is enjoying his new role and life in California.  He is due to be married in New York in May 2014.

Central

Alan E Bailey, Tulsa Consulting, has published his second novel in the Alexander Saga series, Louie G.  The book is a historical fiction which is available online for both paper and electronic readers through Amazon.com at http://www.amazon.com/Louie-Alexander-Volume-Alan-Bailey/dp/1492246115/ref=sr_1_1?ie=UTF8&qid=1391602345&sr=8-1&keywords=Louie G Alexander

Al Carlson, Minneapolis AERS, has accepted a new position as health product and benefit developer at PrimeWest Health, a County-Based Purchasing (CBP) health plan headquartered in Alexandria, MN.   With over 18 years of experience in the health insurance and benefits industry, Carlson will be responsible for coordinating the development, implementation, and ongoing operations for PrimeWest Health’s commercial product lines. PrimeWest Health is owned by the 13 counties that they serve, governed by a Joint Powers Board (JPB) of directors, and manages payment of health care for over 24,000 medically and economically vulnerable residents in the 13 counties.  Carlson was born and raised in West Central MN, served as a benefits specialist throughout Greater MN for much of his career, and he and his family have been actively living in the Alexandria community for over 20 years.

Kevin Chenoweth, Denver Consulting, is now a senior associate with PWC and is expecting his second child.  

Timothy James Dixon, Denver AERS, has authored Twice Blessed, a novel about a priest who is a natural at golf.  The book is an uplifting story full of humor, golf, and spirituality. Please visit www.twiceblessed.info to learn more about the book including how to purchase. Seventy-five percent of the book’s proceeds go to charity.

Richard Dresden, Chicago Consulting, recently left his VP role at Savvis, and now is very excited to be leading revenue efforts at Mattersight as EVP of Sales. Read more about Richard’s new role at http://finance.yahoo.com/news/mattersight-appoints-executive-vice-president-135228201.html.

Brad Galbraith, Chicago AERS, is the Co-Chair of Hahn Loeser & Parks LLP’s Estate Planning, Wealth Transfer and Preservation Group effective January 1, 2014.

Lance Griffin, Chicago Consulting, received his Project Management Professional (PMP) certification in February, 2014. He has more than eight years of Project Management experience, 15 years of Logistics and Supply Chain Experience, and has worked for two of the ‘Big 4’ accounting firms.

Mike Haigh, Little Rock AERS, has been named to the Board of Directors and Chair of the Audit Committee of USAble Life Insurance headquartered in Little Rock, Arkansas.

Susan Lauck, Columbus Tax, took a new position at Dynamit Technologies as the financial controller in July 2013. The company, founded in 2004, has nearly 50 employees and continues to grow. They are building a new office which will open at the beginning of Q2 2014.  Since leaving Deloitte, Susan has had two children:  Jordyn, 3, and Brayden, 2. They keep her very busy and active!

Rodney Lenfant, Houston AERS, landed at an international offshore drilling contractor as the head of its accounting and financial reporting operations after a brief stint in a consulting capacity at Accretive Solutions.  After establishing the worldwide accounting and financial reporting operations of Atlantica Tender Assist Drilling, Rodney was then approached by fellow alum, Joe Freudenberger, to assume the role of CFO of OakBend Medical Center.

Rodney is also a member of the Audit and Compliance Committee of Catholic Health Initiatives, the second largest faith-based healthcare organization the U.S., and recently became a Certified Healthcare Financial Professional as recognized by the Healthcare Financial Management Association (HFMA).  Additionally, Rodney serves on the boards of the Richmond Rotary and the Gulf Coast Chapter of HFMA.

Russell S. Natherson, Dayton AERS, was with the firm from 1964-74 in Dayton, Ohio, and resigned  as a Principal.  He went on to work and live the rest of his life on Siesta Key, Sarasota, Florida, where his father and grandfather also planted roots.

Russell’s two sons went to the University of Florida where they excelled and became CPAs.  They have been equity partners in their local CPA firm for many years.  They both married wonderful young women and each family had two children.  All four of their grandchildren were born at Sarasota Memorial Hospital and they all belong to the same Presbyterian Church in Sarasota.   His grandson who is a senior, honor student and a varsity cross country runner at Riverview High School, has become an Eagle Scout,  In addition, he has been accepted as a freshman at Florida State University and also the University of Florida.  “Being accepted for admission into these fine educational institutions is thrilling to say the least.   Our grandson will have a difficult decision to make when he chooses where to begin his college education.  But, no matter his choice, it will be the right one.”

Dipesh Patel, Houston Consulting, is now founder and principal of Solvegy, a technology and management consulting firm he founded in January 2014.  Solvegy is a technology consulting firm that helps organizations realize their strategic technology visions. They focus on: Investment in lasting relationships with their employees, clients, and communities. Commitment to using technology to make a positive impact and unwavering support to help the clients view technology solutions through a strategic, holistic, and long-term lens. Solvegy takes pride in helping organizations strategize and design solutions by thinking through often overlooked implications.  Solvegy's services include: technology vision articulation, program and project integration, and Digital solutions.  Prior to joining Solvegy, Dipesh worked at Pariveda Solutions from 2005 as an associate and the firm's 23rd employee to 2014, then became a key member of the Pariveda management team.

Katie Rick, Minneapolis AERS, has gone back to school for her MBA and is now applying for Ph.D.  programs.

Neal Schulte, Cincinnati, is currently a registered Principal managing money and doing financial planning for clients in over 30 states. He resides in Indian Hill, Ohio and has an office in Blue Ash. He has been married to Kris Schulte for over 35 years; his son Nicholas and daughter Leah have joined Schulte Financial Group, LLC.

Allen Uhrig served as Neal’s partner in the firm Schulte & Uhrig CPAs until Allen’s sudden death on January 31, 2014. Neal and Allen were partners for 28 years and he never missed a day of work in all those years.

Paul Simon, New Orleans Tax, notified Deloitte LLP about the death of Norman Kerth, (New Orleans office, AERS) who passed away at the age of 94.  Paul fondly remembers the day in November 1948 when Norman walked into the offices of Haskins & Sells looking for a job and asked to see "Mr. Sells". Their bemused office manager (Marguerite Schroeder) told him that Mr. Sells had passed away several decades before. Norman joined the company and soon became and remained Paul’s closest personal friend.

Rachael Ebertz VanderVelden, Milwaukee Consulting, is working as a project manager for Skyline Technologies.  When she joined Skyline Technologies six years ago it was based out of Appleton, WI and Green Bay, WI and had less than 100 employees. Today, Skyline Technologies is projected to double their size within the next two years and expand to Milwaukee, WI. Rachael is very excited to get to work for another Milwaukee-based company. On a personal note, she and her husband Kevin are expecting their second child this August.

Curtis Verschoor, Chicago Services, has been selected by Trust Across America-Trust Around the World (TAA-TAW) as one of 2014's Top 100 Thought Leaders in Trustworthy Business. This year's recipients hail from around the globe and once again include leaders from the public and private sectors as well as authors, consultants, researchers and academics. Each honoree has made an extensive and positive contribution to building trust in organizations. According to Barbara Kimmel of TAA-TAW, "The honorees are inspiring organizations to look more closely at their higher purpose to create greater value for, and trust from, all of their stakeholders. We congratulate all of our honorees whose work is shining a spotlight on the importance of trust.”

Curtis is an emeritus research professor in the business school faculty of DePaul University after a successful financial career in public accounting and industry. He has authored 11 books and more than 200 journal articles on ethics, trust, and sustainability. For over 15 years he has shared his thought leadership as Ethics Editor of Strategic Finance magazine, the journal of the (IMA®) Institute of Management Accountants.

Kirby Franklin Warnock, Dallas Services, has turned producing short films into a second career. His new documentary film, When Dallas Rocked has been playing to sold-out houses and garnering media raves. Reviews, trailer and screening information are available on this web site. http://www.trans-pecosproductions.com/.

West

Donnell L. Borash, San Francisco Services, is currently living on the Island of Oahu in Honolulu.  He was conferred the doctorate in Acupuncture and Oriental Medicine and now works for the Department of Defense.  He is a doctor for active duty soldiers who suffer from chronic pain and addiction from pain medications and PTSD in the Interdisciplinary Pain Management Center at Tripler Army Medical Center.  “I loved working at Deloitte Consulting but I am proud to work for the men and women who serve our country.  I miss San Francisco greatly but when I hop on my long board and catch a wave, I forget I was even there.”

Jean Huang, Los Angeles Tax, has pursued her passion on the creative side and has established a custom portraiture and fine art photography business since leaving Deloitte. Impacting clients' lives with photography has been rewarding for her, especially through transformational beauty photography, where they help women discover and define their beauty (that's hidden) inside and bring it out in photographic art. Due to the inherent "self-exploring" process, women clients become a more liberated person.

The sample of transformational beauty photography can be found here: http://jeanhuangphotography.com.

Gunnar Piotraszewski, Woodland Hills Tax, lives in the picturesque Greater Seattle area with his family and has aimed his technology expertise skyward to the cloud and related technologies.  After several years at Amazon helping build the digital products team and working on the platform for Amazon's next generation of mobile devices, he now works for Isilon, EMC's storage division, where he holds a senior leadership role with its innovative engineering services team.

Mike Sharkey, Los Angeles Consulting, started his analytics company called Blue Canary (www.bluecanarydata.com) last year.  They provide data and analytics solutions to business that have significant amounts of data but don't have the ability to extract value.  Offerings include predictive models around customer acquisition or retention, and other analytical techniques like clustering or text analysis.

Anjuan Simmons, Seattle Consulting, has published a book called Minority Tech. The sub-title of the book is Journaling Through Blackness and Technology which describes the purpose of the book: chronicling the experiences of a minority in the technology industry. Whether you are an African American like the author, or a member of other minority groups like women, foreign nationals, disabled, or LGBT, one will find common struggles and discover often overlooked opportunities.

The author has worked in the technology industry for 20 years as a software developer, infrastructure architect and software project manager. His experiences as a minority in the technology industry inspired him to describe them on his blog. Minority Tech is a curated, edited, and augmented selection of those blog entries. The titles covered include: The New Negro Problem, America and the Loss of the Black Genius, A Code of Conduct for Black Men, Why I Believe in Affirmative Action, What the world Needs from Trayvon Martin, 3 Reasons Why the Technology Industry Needs More Diversity, What Facebook Taught Me about Rape Prevention, The Need to Respect Women in Tech, and more including the author’s answers to a variety of tech questions he received via social media.

The author is especially interested in hearing feedback from current and former employees of Deloitte in the Consulting practice. His time at Deloitte left the deepest impressions in the author of life as a technologist of color. He hopes that those who read the book will leave comments on Amazon or on the book's website because he wants the book to start conversations about diversity in technology rather than end them. The book's website is here: http://MinorityTech.com

Greg Staszko, San Jose Consulting, became the head boys and girls JV Golf Coach at Valley Christian High School in San Jose after retirement.  He became the assistant women’s golf coach at Santa Clara University in September 2012.

His background in organizational leadership allows Staszko to serve on the board of directors for Catholic Charities of Santa Clara County, Special Olympics of Northern California/Nevada, Silver Creek Valley Country Club in San Jose, and Minnesota State University Moorhead Alumni Foundation.

A longtime supporter of MSUM and Dragon athletics, he has been the honorary chairman of the Dragon Fire Walk for Athletic scholarships and was named to the Dragon Athletic Hall of Fame for Track & Field and Football in 2012.

Staszko and his wife Gail are longtime residents of San Jose, California.  They have a daughter Lindsey who graduated from The University of Arizona and works at Deloitte in San Jose.  They have a son David, who graduated from California State University, Monterey Bay and works at Lockheed Martin Space Systems in Sunnyvale, California.

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