news about you · frederick belga, chicago consulting, is currently leading the digital strategic...

News about you |September 2020

News about you

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Paul Abrahms, Chicago Services, has led the global recruiting team at his company for the past nine years. He is actively involved in Diversity & Inclusion initiatives and participates in coaching and mentoring programs. Donald Aeck, Houston Audit & Assurance, joined Touche Ross Bailey and Smart upon graduation from Wayne State University in Detroit in 1966. He transferred to the Houston office in 1970, was promoted to audit supervisor in 1968, then left in 1970 to join a publicly traded company. “I will always remember the TR and Co farewell party. I still have the farewell party gift.” Ben Anderson, Houston Services, since retiring and moving to Tyler, TX, keeps busy as a judge at the local appraisal review board where he is vice-chairman. He also serves as a bilingual mediator for the local family law courts, is a judge for the local mock trial competition for area high school students and does some volunteer legal work for various individuals in need. He was also recently appointed to the accounting advisory board of the Soules School at UT-Tyler. International travel and spending time at the ranch occupy the remainder of his time along with the occasional Harley ride. Julia Anthony, Dallas Tax, VP Finance & Operations at Lydia Partners, LP, successfully raised the first fund of $26.5M and is looking forward to raising the Fund II in early 2021. She drives the daily operations of the Fund I and actively oversees the operations of its three portfolio companies. James Baudino, Detroit Consulting, after spending five years in cannabis media as President of the Snoop Dogg founded MERRY JANE MEDIA, recently joined Fiorello Agency as a partner. Fiorello is a leading brand incubator and strategic marketing/creative services agency focused on building purposeful brands that positively influence how the world engages with cannabis and other emerging markets. “We provide agency services to many early stages, growth companies and have a portfolio of owned brands that we will be launching.” Frederick Belga, Chicago Consulting, is currently leading the Digital Strategic Marketing, Paid Media and Email areas for Wyndham Destination's customer base. His teams manage multi-channel programs, optimize campaigns and design customer journeys across search, display, email, YouTube/OLV, SMS, outbound calling and direct mail.


Cassandra Berger, Des Moines Audit & Assurance, completed her Master of Business Administration at the University of Dubuque in May 2019. She joined University of Wisconsin-La Crosse in December 2018 as the Head Women's Lacrosse Coach, with the opportunity to start the program from scratch. Spring 2020 was their first season as an NCAA Division III level program and they had their first win at the beginning of March, right before COVID-19 ended their season. Kirstie (Castaneira) Biehl, Chicago Services, since leaving Deloitte in order to move abroad to support her husband’s grad school education plans, she has started her own brand consulting business. “Helping women start or grow their businesses is my passion and I learned so much about what it takes to build a brand throughout my roles in my seven years at Deloitte. I plan to continue my branding business, as my family heads to Barcelona for the next two years, that will allow me the flexibility to enjoy every second of our time away.” James Bitterle, Detroit Consulting, Managing Partner, EDSI, recently published Unquittable. It is a series of entertaining short stories designed to help employers win the war for talent. Paul Boehms, Detroit Services, accepted a new position as Executive Director (COO/CFO) of Warner Norcross & Judd, a 230-attorney full-service law firm based in Michigan and started last month. Jeffrey Bone, St. Louis Risk & Financial Advisory, started his career at Deloitte out of college in the St. Louis, MO practice and is a proud alumnus of LSU and its Internal Audit Program. He is now a Personal Financial Representative at Allstate Financial Services, helping individuals and business owners implement financial tools to protect and grow their wealth. Michael Breen, Chicago Services, Senior Business Development Executive at Simplified Solutions, is still engaged in selling services, still playing golf, enjoying six grandchildren, and is probably the happiest bachelor in North America. Deloitte was his best job ever he says! Scott Buck, Minneapolis Consulting, started as the Global Partner Executive for DXC Technology's alliance with Google in July of this year. William Bullis, Pittsburgh Consulting, is VP Radiology Sterile Disposables Manufacturing at Bayer U.S. LLC. His responsibilities include the leadership of Bayer's radiology sterile disposable medical device manufacturing operations in the United States and Costa Rica. Jeffrey Bush, Dallas Audit & Assurance, Standish Management is excited to announce the launch of a new group for Standish Real Estate Services, for which he leads as President. Standish has been involved with fund administration for real estate funds and is now expanding more fully into real estate with additional service offerings. With over 25+ years of experience in working with real estate companies, starting in his early days of audit at Deloitte, getting to


this point has been very exciting and rewarding and he looks forward to the future of Standish Real Estate Services. Robert Campbell, Austin Services, Founder and CEO, Campbell Global Services LLC, has been busy over the past year. He joined Board of Texas 2036, Board of MIDAS Health Solutions, Board of Speratum of Costa Rica, was appointed to the Advisory Committee of the Center for the Study of Race and Democracy and is currently serving as Senior Advisor to Empower A Billion Women. Antonio Chavez, Dallas Consulting, is currently working as part of the Go to Market team supporting pre-sales operations as Solutions Architect for SAP AMS. This is finally giving him the experience on the sales area that he was looking for. He is very happy with the results so far and is developing a lot of new skills outside the delivery experience he carried for a long time. Robert Cole, St. Louis Consulting, retired in March 2020. Matthew Confer, Austin Consulting, is VP of Strategy at Abilitie. The company recently launched the Learn to Lead Podcast and asked him to host it. It has been one of the most rewarding professional pursuits he has had to date. They are speaking to authors, professors, artists, and business/community leaders about how they developed as a leader and how they are developing future leaders. Debra Crane, Dallas Consulting, left Deloitte to join Pioneer Natural Resources three years ago. She loves her role as Sr. Advisor, Talent and Change Strategies, with responsibilities ranging from redesigning talent programs to leadership development and coaching and supporting strategic change. “Great to learn the business of Oil & Gas and hoping that we can continue to weather the dramatic downturn in this industry. Still enjoying living in Dallas, though I miss traveling! Have thought lots about my Deloitte colleagues with the current travel constraints.” Kristi Demint, Kansas City Tax, her employer, Sprint Corporation, was acquired by T-Mobile on April 1, 2020. As part of the merger integration, she was named Director of Tax Planning for T-Mobile USA Inc. Joshua Eaton, Chicago Consulting, joined Reaktiv as a partner in 2014 after leaving Deloitte and became CEO in 2017. Reaktiv is a boutique digital agency specializing in WordPress for the Enterprise and Higher Ed. Michael Feeney, Cincinnati Consulting, spent the last 12 years of his career performing in a Program Management Office (PMO) leadership role and continuing to build on his supply chain subject matter expertise. Todd Folkenberg, Cleveland Consulting, joined Centura Health after leaving Deloitte and, has been in five different roles there: one corporate VP, two hospital COO, and two hospital CEO roles. His broad experience at Deloitte has been invaluable to him at Centura.


Tiffany Gill, Houston Consulting, and her husband relocated from Houston to his hometown in Northern Ireland in 2017. Since then, they've bought a building across from the harbor in their little seaside village and opened a coffee shop and hostel accommodation. The original building was built in the 1850s and has a lot of history to it. They completely renovated the inside in 2019, opening Twilight Coffee & Bunkhouse in October. Unfortunately, they had to close the business just as they should have been building up momentum to head into the busy spring and summer tourist season. However, they have slowly reopened both the coffee shop and the accommodation sides of the business as restrictions ease. Katherine Gordon, Chicago Consulting, was recently elected president of the Chicago Pediatric Cancer Research Board that supports UChicago Comer Children's Hospital. Although their gala was postponed until April 2021, the board still rallied to raise money for immediate COVID-19 financial needs. William Graves, Minneapolis Audit & Assurance, is Chair, Department of Accountancy at Bemidji State University. He and his wife, Cathy, moved to Bemidji, MN seven years ago and he has been teaching accounting ever since. “Deloitte provided me with an excellent foundation for teaching the next generation of CPAs.” Peter Haigh, Pittsburgh Consulting, has operated Podcast On the Menu Radio since 2004. Glen Holland, Chicago Risk & Financial Advisory, is Security Executive at IBM. He provides security services to Fortune 50 clients: senior executive governance, people and program management, and full portfolio of CISO services. Meredith Hunt, Austin Services, after leaving Deloitte in 2016, started her own communications firm. One of her clients is a non-profit organization that advocates for more women in positions of leadership, primarily across the Fortune 500. “I have learned so much in the last four years about gender equity in the workplace and have researched and written dozens of articles.” Steve Hyde, Milwaukee Consulting, celebrated his one-year anniversary as VP, Technology at Great Northern Corporation. Isha Jindal, Chicago Consulting, was promoted to an internal division at LinkedIn. He is now Senior Global Program Manager of Global Initiatives (Sales Readiness). Wardah Khalid, Houston Tax, APAICS Congressional Fellow at U.S. House of Representatives, Office of Congresswoman Judy Chu, was recently named a 2020 Asian American Pacific Islander National Security & Foreign Policy Next Generation Leader by New America and Diversity in National Security Network.


Ted Kontopoulos, Chicago Tax, Senior International Tax Consultant, published an article in State Tax Notes on Monday, July 20, 2020 entitled, "Then & Now: An Analysis of Florida’s Sales Factor 50 Years Later." Christopher Lepo, Detroit Tax, joined Plastipak Packaging, Inc. in July as a Senior Tax Analyst. Patrick Lloyd, Dallas Risk & Financial Advisory, landed a role as Data Privacy Engineer at O'Neil Digital Solutions. He hopes all alumni and those still in the Deloitte community are doing well in these trying times. Sergio Marrero, Chicago Consulting, is currently Managing Partner leading a venture capital impact investor network called Rebel One that is focused on backing for-profit founders for a better world. “We run investor training and make investments in startups. It has been challenging and amazing building the community from the ground up but fortunately, I’ve been able to utilize the consulting skills I developed at Deloitte and innovation frameworks I used at Doblin to help accelerate founders from idea to first prototype through investment. Angela Masciale, Houston Consulting, is starting her full time MBA at the University of Texas McCombs School of Business. “I'm thrilled to have secured two offers (one in General Management and the other in Brand Marketing) prior to our class orientation. Looking forward to the school year and developing general management and marketing capabilities for my future roles.” Linda McCann, Irving Consulting, has been an independent consultant for five years now and works primarily with large academic medical centers doing financial, procurement, ADT, medical records, implementation, process improvement, consulting, etc. “I thoroughly enjoy working for myself. Right now, I'm working 100% remotely, supporting a client of mine on the West Coast. Hope everyone is wearing masks and staying safe.” Denise Meyer, Chicago Consulting, started her Doctorate in Organizational Change and Leadership at Rossier School of Education at the University of Southern California. Catherine Morgan, Chicago Services, is President, Point A to Point B Transitions Inc. Her company recently launched a service to enable organizations to better support their employees around mental health issues: Working and Well™ – Facilitated sessions on managing stress, anxiety, and depression. They also launched the 10-day e-Course, I Dial Down Anxiety. “We are firmly committed to reimagining the way we work and supporting professionals who are struggling.” Timothy Moriarty, Austin Consulting, recently started the next chapter of his career at Sense Corp as Engagement Manager - Public Sector, focusing on delivering technology solutions to state government clients.


Tara Morrison, Minneapolis Consulting, decided to go back into consulting, this time on her own. In 2019, she launched Messages Matter Consulting to help clients get the right content to the right audience in the right channel at the right time. While her focus is content, she also serves as a "plus one" to help small marketing groups tackle anything in their marketing plans. Thomas Morse, Detroit Tax, is working with his daughters who have created LOL, makers of Zolli Candy and Zaffi Taffy, the fastest growing sugar-free candy company and brand in the USA according to IRI syndicated data. He is proud to support the next generation of leaders and their mission to reduce childhood tooth decay with Zolli Candy and Zoll's Million Smiles Initiative. Shruti Nanda, Chicago Audit & Assurance, after Deloitte, worked at Groupon in Corporate Accounting. “I had amazing experiences in the accounting profession but realized I wanted to pivot into tech strategy work. This idea grew into a plan and I am very excited to be moving to NYC and attending the 2Y Full Time MBA program at NYU Stern. Also, great to see the Deloitte network in action as one of my fellow classmates is also a Deloitte alum.” Elizabeth Nickels, Grand Rapids Tax, married John Brauneis on November 30, 2019. She is currently sitting on two public company boards, SpartanNash (SPTN) and Principal Mutual funds. Kumar Nitish, Chicago Consulting, is SFDC Architect at National Instruments. “Deloitte was and always will be my dream organization. I am doing well in my current company and my employer trusts my decisions. I have learned a lot within short span of time.” Alexander Obregon, Houston Risk & Financial Advisory, was recently appointed Chief Operating Officer for the Office of the Houston City Controller and also serves as Deputy City Controller. Anay Patel, Chicago Consulting, left Deloitte in 2015 to pursue a healthcare tech startup called MDInsider. MDI was founded to help consumers and healthcare providers find care based on data-driven insights around provider quality and experience. At MDI, he leads the Revenue and Corporate Strategy functions, helping shape their go-to market and product offerings. On 7/2/2020, Accolade went public on the NASDAQ (ACCD) with an Initial Public Offering. Nicole Pope, Houston Consulting, after leaving Deloitte, built up the SAP Center of Excellence function in the application development and support space for a chemical manufacturing company. She had the opportunity to participate in some of the initial planning for transitioning to agile and product teams and recently transitioned to their new Enterprise Architecture function on the governance team. Brian Ray, Chicago Consulting, has been leading a Global Data Science Team for Maven Wave Partners, a U.S.-based cloud and technology consulting firm specialized in delivering digital


transformation solutions for large enterprises. Maven Wave was acquired by ATOS in February. As a hobby, Brian runs a podcast and blog. Nicholas Reilly, Detroit Audit & Assurance, after leaving a great five-year career in audit, went into the internal function at Kelly Services and International Automotive Components assisting management with various special projects, ensuring compliance and testing controls. He is now an Enterprise Sales Executive with Thomson Reuters helping companies with tax automation. Miachel Root, Omaha Tax, has a sales agency, MER LTD, primarily selling furniture to retail stores from factories across the Midwest and Rocky Mountain states. When everything shut down due to the coronavirus, furniture stores and furniture factories also shut down for 6-8 weeks or more. One of their factories had a sister factory that had been making face masks for other countries besides the US. They secured the rights and began selling facemasks in the US. Originally, they were going to sell factory direct in containers but found the real opportunity was to have them in a warehouse in the US for immediate delivery. Vincent Sarafa, Chicago Risk & Financial Advisory, after departing Deloitte in early 2015, joined Bruin Sports Capital and deployed nearly $300mm in equity capital across Sports & Entertainment (digital OTT, ticketing & hospitality, marketing services, etc.). They raised their second fund in late 2019 ($600mm). Bruin sold On Location Experiences for $660mm in early 2020. In April, he joined Augeo as Chief Strategy Officer, leading the M&A function as well as strategic initiatives with an initial focus on expanding across the sports & entertainment verticals. Blake Sellers, Irving Consulting, after leaving Deloitte in 2003, co-founded Avalion Consulting, a start-up consulting firm. He became CEO in 2005, and they grew the firm over several years until they were acquired in 2010. After serving as a partner for 18 months, he looked for a more entrepreneurial environment and subsequently worked at multiple start-ups over the next five years. “At age 55, I purchased the rights to an auto care franchise in McKinney. Over the past few years we've created several jobs and worked hard to be part of the McKinney community.” Bruce Sing, Indianapolis Consulting, Practice Director at Patina Solutions, LLC, is a volunteer career coach at Team Networking Group. TNG is designed to help professionals find their next career position as quickly as possible. Kumail Soni, Chicago Tax, is Second Vice President of Corporate Tax at Northern Trust Corporation. He thanks all at Deloitte for contributing to his personal and professional growth throughout his time at Deloitte. He says it was a great journey and he couldn't have done it without everyone’s support. Jason Stansbury, Detroit Consulting, James and Judith Chambery Fellow for the Study of Ethics in Business at Calvin University School of Business, was promoted to Professor with tenure. He teaches undergraduate business ethics and graduate accounting ethics. He is also the Executive Director of the Society for Business Ethics, a global professional association of academic


business ethicists. He earned his PhD in Organization Studies from the Owen Graduate School of Management at Vanderbilt University. Juliana Tarpey, London Consulting, is Alexa product manager at Amazon. She was spokesperson for Alexa at an international engineering congress and interviewed the president of Colombia on his state visit to Amazon in Seattle last year. She also was the winner of the 2018 innovation competition worldwide. Richard Tarrer, Houston Audit & Assurance, writes, “I have been truly blessed with my wonderful wife, Sherry, four beautiful daughters, and four tremendous grandsons. The oldest grandson was recently accepted into UT Austin. The next two, twins and gifted athletes, hope to enter A&M next year with baseball scholarships in hand. And the youngest, our clueless but brilliant eighth grader, will likely become the shining star of them all. Whatever success I have enjoyed in this long and fruitful career as a Certified Public Accountant, I owe in great measure to the Deloitte & Touche experience. I was trusted with financial audits and other client responsibilities well beyond my experience level at that time. Yet, I came to enjoy the challenges to reach ever higher levels of trust and responsibility. Joe Taylor, Dallas Tax, his current practice is limited to business taxation related to formations, divestitures, mergers and acquisitions, and other business tax related matters as well as contract review. Eddie Turner, Chicago Services, was a Systems Technician in the Chicago office in the late '90s. “I'm no longer in IT. I'm now a leadership consultant. I was featured in The Wall Street Journal on page A11 in the Print Edition on July 13, 2020. I was also featured on The Wall Street Journal Online. I'm proud to be an alumnus of Deloitte and I'm proud to have a voice in the important discussion unfolding in our country about race and ally ship currently.” Kenneth Watson, Chicago Consulting, like so many others, experienced a COVID-19 layoff. Yet after a few months of quarantine landed at Ever Bridge, headquartered in Boston. He is now a subject matter expert helping internal Sales team in the Financial Services (FinSvcs) vertical, based out of Dallas. In short, helping FinSvcs to monitor, respond and to report on operational risks, business continuity incidents and employee safety threats. James Weber, Toledo Audit & Assurance, sold his practice, one of the largest locally owned CPA firms in Toledo, to GBQ whose principal offices are in Columbus, OH, on February 1 ,2020. Martha Wentworth, Indianapolis Tax, in December 2019, gave the keynote speech for Indiana's "We the People" middle school competition finals, ending with an imperfect rendition of the Broadway play Hamilton’s rap “My Shot.” She is now in her tenth year as Judge of the Indiana Tax Court, and in February, she completed her 20th year as an adjunct professor teaching State & Local Tax at Indiana University's Kelley School of Business.


Christi Westman, Minneapolis Audit & Assurance, VP/Controller at Gate City Bank, and her husband are looking forward to welcoming their second son in October. His big brother, Elijah, turned two in August. Lemon Williams, Houston Risk & Financial Advisory, Partner, The Ionado Group, just published his first book How-To Write Quality Compliance Documentation: Policy and Setting the Tone for Controlling Process available in paperback. The book provides the basic concepts and elements of strong, clear, enforceable foundational compliance documentation. Jeremy Williams, Chicago Risk & Financial Advisory, was a campus hire into Deloitte Advisory's Extended Enterprise Risk Management practice in 2014 and served a variety of clients in the TMT industry. In 2017, he was recruited by a Fortune 500 pharmaceutical company and accepted a role as a senior global IT audit coordinator. In that role he helped the organization mature its audit and risk management program while coordinating large multi-function audits across the pharmaceutical business processes. From there he was recruited by a large healthcare system in Chicago and accepted a newly created position at the beginning of 2020 as a Senior Cybersecurity GRC Analyst at Rush University Medical Center. John Wilson, Chicago Consulting, is Director of Medicaid Solution Strategy at Cerner Corporation. He is currently leading a seven-person team responsible for strategy and market development for Cerner’s State and Local Government team which includes solution development, partnership strategy, pricing model, use cases, and building and refining capabilities that empower clinical transformation, data governance, and improving patient outcomes. He also recently joined the board of the Cancer Recovery Action Network, a political advocacy organization focused on increasing funds for cancer research and advocation on behalf of survivors. Stephen Zink, Chicago Consulting, after 18 years in a variety of operational roles both internal and client-facing, took some time to figure out what he wanted to do next. Always interested in home renovation, and after investing in several rental properties, he took the next logical step and became a residential realtor. The skill set crossover between consultant and realtor is more extensive than he expected, and he hit the ground running with a great first year - often the toughest for any realtor. Now in his second year, he’s excited to bring his strong intuition as well as his people and project management skills to his new industry and help guide people through what is often the single most expensive investment decision of their lives.

East

Gabriel Abraham, Rosslyn Consulting, joined DAI as a principal and continues to work in governance in emerging markets.


Thomas Agnello, Rochester Services, retired six and a half years ago and started his own M & A consulting company, M-One Advisors, LLC. He focuses primarily on baby boomers looking to retire through the sale of their company. He enjoys working directly with the owners of these companies and finding strategic buyers to carry on their legacies. Sameer Ahirrao, Hermitage Services, recently founded enterprise software start up Ardent Privacy, AI powered Data Minimization and Data Privacy platform. “We just raised seed funding from TEDCO and are making great progress with our product launch soon. Working with Deloitte was a great part of my career which enabled me to pursue this journey. I gained not only great professional experience at Deloitte serving great customers but also made social impact with Impact Day and other social responsibility initiatives.” Antonia Arnone, Boston Consulting, is celebrating 10 years in business. Dakota Prairie Lodge & Resort is an all-inclusive luxury destination for outdoor enthusiasts and specializes in exceptional customer service. Ergin Ayalp, Rosslyn Risk & Financial Advisory, is an incoming MBA candidate at the University of Virginia - Darden School of Business Class of 2022. Karl Bagger, Copenhagen Consulting, is Director at Ferdom. 20 years ago the company began distributing medicine to Nigeria. The problem is that women giving birth have a high incidence of death due to bleeding. We distribute medicine which limits the deaths. We have 20 people committed to the job. Prashant Ballambat, Stamford Consulting, is currently a senior manager at HCL AMERICA INC and has gained experience in Aerospace & Defense in SAP. She has become certified in Activate Methodology in addition to her manufacturing and supply chain experience. Christopher Banks, Rosslyn Consulting, is very excited to start his MBA at the Massachusetts Institute of Technology's Sloan School of Management this fall through Deloitte's graduate school sponsorship program, GSAP. David Berry, Richmond Services, President, David H Berry, PC, married Linda Davis on June 27, 2020. John Blaney, Rosslyn Consulting, is currently CEO, Bridge of Gold Entertainment LLC, heading up a start-up screenplay writing company for movies and television. They have done well in script competitions. And though COVID-19 is affecting the industry’s production, they have very good prospects for works in the future. Kimberly (Bonstein) Campbell, Washington DC Audit & Assurance, CFO, Campbell Wealth Management, Inc., recently completed writing a trilogy about the Triple Crown. The books are


historical fiction and showcase each of the three races, the Kentucky Derby, the Preakness and the Belmont.

Thomas Brown, Stamford Services, retired to Wilmington, NC in 2008 and recently co-founded a North Carolina nonprofit named Eden Village of Wilmington. Their mission is to build a village of approximately 30 tiny 400 sq ft permanent homes for chronically homeless and disabled individuals. It's patterned after a successful village in Springfield, MO developed by his brother, under a nonprofit called The Gathering Tree and their village is called Eden Village. They are about to open Eden Village II and have property for two more. Shane Callahan, Hermitage Services, was appointed CISO at naviHealth \ Optum in Nashville, TN. Philip Carduck, New York Risk & Financial Advisory, retired as Vice President Operations and Finance at SIPC in 2011. James Carroll, New York Consulting, after 37 consecutive years in academia (29 years at Georgian Court), decided to move on to other things. While departing, the University's Board of Trustees granted him "Professor Emeritus" status. Clarence Crawford, Rosslyn Consulting, received the African American Federal Association’s Ebenezer Bassett Award in September 2019. The award recognizes career members of the Senior Executive Service and non-career senior Federal officials for distinguished service to our Nation. In November 2019, Clarence was elected as a National Academy of Public Administration Fellow. Sandra Crew, New York Services, retired 10 years ago and still misses working at DTT. She sends fond regards to all her former coworkers who are still there! John Daidone, New York Services, left DTT in 2006 to be Director of Content Management at Barnes & Noble, Inc., where he managed the company intranet and corporate website, among other things. In 2018, he and his partner semi-retired, relocating to the scenic North Fork of Long Island in their newly built, net-zero home. Initially he took on a couple of consulting gigs from home but missed the social aspect of working so he accepted a position as a Technical Writer/Editor at Brookhaven National Laboratory in November 2019. Joseph Delaney, New York Services, was featured in The Staten Advance Newspaper for raising $95,000 to assist local food pantries during COVID-19. Mouhamadou Diagne, McLean Audit & Assurance, was appointed as Vice-President for Integrity, The World Bank Group, effective September 2020. Robert Dickens, Charlotte Audit & Assurance, was fortunate to land a job with Metrolina Eye a year ago. “COVID-19 has been challenging, but we are opening a Procedure Center.”


Reese Dunbar, Atlanta Consulting, is VP leading his organization’s Human Capital Management practice for North America. “Loving the work, the clients and the impact we are having on customers. I will always be thankful for my time at Deloitte.” Allison Filipek, Nashville Audit & Assurance, Accountant 2 at Nashville Electric Service, married incoming Nashville first year, Matthew Leet, on May 24. William (Tim) Finnegan, Jericho Services, was awarded an ACC credential from the International Coach Federation (ICF). ICF credential holders are part of a group of elite coaches who provide accountability to clients and the coaching profession. Keith Florance, McLean Consulting, is President, Embedded Healthcare. After over a decade of strategic and operational work in developing paths to value for various US healthcare stakeholders, he decided to own the agenda and take the lead at the startup seeking to infuse behavioral economics into provider behavior change. Adrienne Fretz, Parsippany Consulting, joined OnPoint HR in 2012 and has been working to grow and diversify the firm. We remain committed to executive search, working with Fortune 50 companies to PE-backed turnarounds and VC-backed high-growth tech companies to help them build top HR/People/Talent teams. Jason Ginsberg, Rosslyn Consulting, recently started as Chief of Staff at AeroFarms, a vertical farming company on a mission to grow the best plants possible for the betterment of humanity. He is excited to take his passion for problem solving and social impact to help transform agriculture and the future of farming at this unprecedented time for the food industry. Jean Goodson, Atlanta Services, retired from Deloitte after 50+ years and recently married Walter Baker. They originally planned a traditional wedding for April 2020 but had to cancel due to COVID-19. They persevered, tying the knot in a private ceremony at the Cobb County courthouse July 21, 2020. While it wasn't exactly the wedding they planned, it was a beautiful ceremony. Amy (Gothard) Gordon, Ft. Lauderdale Risk & Financial Advisory, is Manager, Financial Data Analysis at Southeast Toyota Distributors, LLC. After working as an auditor, she did a rotation in the Data Quality Integrity group helping run data analysis in SAS Enterprise Guide software. “I really enjoyed the technology aspect which I believe launched me into being a more technology-minded CPA.” Brian Greene, Atlanta Consulting, his time at Deloitte was brief but he loved it and greatly enjoyed the people he worked with, from consultant to partner. After a few stops along the way, he’s been at Thought Logic Consulting, a local consultancy, since 2014 and is still enjoying a quasi-entrepreneurial experience six years in. “I officially manage our finance practice but


unofficially I am overseeing the development of new offerings and capabilities as we look to expand.” Neerav Gupta, Stamford Consulting, Program Director, is working as an engagement lead for a couple of life sciences clients, handling the program for Oracle Cloud implementations for Product Hub and PLM. He is also involved in multiple pre-sales for other projects. Johanna (Anderson) Hancock, Newark Services, is currently Associate Director Expanded Access Programs at Early Access Care, working with pharmaceutical companies providing investigative medicines to end stage cancer patients and rare disease patients who have exhausted all approved therapies or for whom no therapies currently exist, at no cost, USA and globally. Julianne Harrington Fryer, Baltimore Risk & Financial Advisory, is a Security Cloud Solution Architect at Microsoft. She passed the AZ-500 certification exam and is helping customers move their applications to the Azure Cloud with a full suite of security solutions. Catherine Herrold, Boston Risk & Financial Advisory, was recently promoted to Associate Professor with tenure at Indiana University. She has also served as a Visiting Scholar at the American University in Cairo (Egypt) and Birzeit University (Palestine), and has conducted fieldwork in Egypt, Palestine, Jordan, Syria, and Qatar. Her first book, Delta Democracy: Pathways to Incremental Civic Revolution in Egypt and Beyond (Oxford University Press, 2020), uncovers the strategies that Egyptian NGOs have used to advance the aims of the country’s 2011 Arab Spring uprisings. Willard Hoagland, Washington DC Audit & Assurance, joined up with a renewable natural gas startup, Bioenergy Devco LLC as CFO & Treasurer, earlier this year as a great new adventure. “It has been fun, and I am enjoying our location in historic downtown Annapolis.” Sara Horowitz, New York Risk & Financial Advisory, Assistant Vice President at Deutsche Bank, welcomed a son in June 2020. Martin Howard, New York Consulting, is a Partner in Fortium Partners’ East Region, where he serves healthcare enterprises including health systems, physician and specialty networks, home health and hospice, aging in place, healthcare IT, telemedicine, medical device, and pharmaceutical services. Stephen Ingram, Boston Services, marked three years as a Partner in Boston. “My 15 years as a Deloitte partner gave me the relationships and background to lead a national industry program. From working on EGC and global 100 TMT clients, my Deloitte experience helped position me to retire at 55 from Deloitte and have an exciting next career. There are many partners who mentored me but the two I will always remember are Mark Jensen and Bill Bacic.”


Mark S. Kalen, Boston Audit & Assurance, is putting lessons learned at Deloitte to good use at ServiceNow as Director Product Marketing for Integrated Risk Management. “My oldest son Nicholas is at Northeastern University working his first co-op at Wayfair. My middle son Ryan will be a junior and my daughter Celia is heading into middle school in Hopkinton, MA. Stay safe and healthy everyone.” Peter Kennedy, Boston Consulting, Peter Kennedy, managing principal of Futures Strategy Group (FSG) reports that the firm's foresight and scenario planning work for the US Coast Guard was recently profiled in the July-August issue of The Harvard Business Review, in an article titled, "Learning from the Future." Jon Lamphier, New York Tax, joined DuPont in December 2019 and was selected to lead the tax function for the Nutrition & Biosciences division, which is being separated from DuPont in a reverse Morris Trust transaction expected to close in February 2021. The U.S. based company will have operations around the globe and is expected to continue with transition and integration efforts throughout 2021 and beyond. Werner Lazo, Rosslyn Consulting, worked at Deloitte from 2009-2011 after the acquisition of BearingPoint. He had been with BearingPoint for almost two years. Then, another opportunity closer to home arose and he took it. He has been with that same employer ever since and was promoted to a more senior position since joining his current employer, JSITI. Things are going well so far. Sui Lin, New York Tax, retired in 2019. She started her tax consulting career in 1993 in New York and later moved to the Deloitte member firm office in Shanghai. During her 28-year tenure, she served numerous strategic clients and participated in several task forces and strategic initiatives. Zakiya Mabery, Rosslyn Consulting, is now CEO of B. Global Diversity & Inclusion Strategic Planning. Zakiya strongly believes authentic storytelling is one of the most powerful tools for catalyzing effective change. She was featured on Great Day Washington (CBS), The Black News Channel (BNC) and Good Morning Washington (ABC). She has presented for small and large organizations such as the Department of Defense, University of Minnesota, The American Association of People with Disabilities (AAPD), The American Association for Access, Equity and Diversity (AAAED), Disability In, and The Office of Disability Employment Policy (ODEP) in the U.S. Department of Labor to name a few. Lizna Makhani, McLean Risk & Financial Advisory, recently started a new role with Gavi, the Vaccine Alliance, as a Senior Analyst in the Immunisation Financing and Sustainability team. Vincent Manuele, Philadelphia Risk & Financial Advisory, following his tenure at Deloitte, worked as a Director at a professional services firm in the Capital Projects & Infrastructure Advisory practice before joining HKA Global, Inc. in 2017. As an HKA Partner, he now serves as General Counsel (Americas) providing legal advice to management regarding all aspects of the


business in North and South America. From 2012 to 2019, he was an appointed member of the Whitemarsh Township Planning Commission and served as its Chair in 2018 and 2019. In the November 2019 general election, he was elected by the residents of Whitemarsh Township to a 4-year term on the Board of Supervisors (the 5-member governing body for this PA municipality), and assuming office in January 2020. Janine Marderian, Rosslyn Consulting, after getting posted to Indonesia for her spouse's job, joined the Economic Section of the Department of State at the U.S. Embassy in Jakarta. As a member of the Finance, Investment, & Trade Unit, she works on a portfolio of issues pertaining to transportation, the digital economy, cybersecurity, and entrepreneurship, with the goal of promoting trade and investment ties between the United States and Indonesia, building economic prosperity, and strengthening international economic security. Anthony McBryan, New York Consulting, since leaving Deloitte in 2015, “I have had the pleasure of working at two financial services firms - Morgan Stanley and BlackRock. Directly after Deloitte, I landed at Morgan Stanley, leading the Vendor Management function for the HR team. After two years I transitioned to a more formal procurement role, VP Sourcing and Vendor Management, leading the sourcing team for BlackRock's HR function.” Kristin McKenna, Boston Consulting, Managing Director, Darrow Wealth Management, became a shareholder at the Boston-based SEC-registered investment advisory firm this year. Founded by her father in 1987, Darrow Wealth Management is proud to be an independent, fee-only, second-generation family business. Kristin is a CERTIFIED FINANCIAL PLANNER™ professional and holds an MBA in Finance from Northeastern University. She's a Senior Contributor for Forbes and regularly appears in the financial news media. Robert Miller, Tampa Services, “Thanks to Deloitte I found my career path in the information management industry that I love and can’t see myself doing anything else. For that, I thank Deloitte. Deloitte was like my college years that I attended for 13 years.” Christi Nix-Bloomer, Orlando Consulting, has spent two years coaching since she left Deloitte in 2018. “I work with professionals making big changes. My clients are high performers, driven, intentional, and brave. I coach independently and on a contract basis for other companies. I also do some contract consulting, as I can't completely give up the love for HR and tech.” Brenda Nixon, Charlotte Services, is happy to have retired early at 62 after 20 years with Deloitte. Fred Nouri, Parsippany Audit & Assurance, after 4.5 Years at Deloitte Audit, 2.5 years at Tiffany & Co (Internal Audit), and two years at Vornado Realty Trust as the FP&A and Internal Audit Assistant Manager, left to start his own home flipping business in July 2018. Using the business professional and accounting skills he learned at Deloitte, he has learned to calculate and analyze budgets for each one of his rehab projects. He is very grateful for the training and multiple skill sets developed at Deloitte.


Brendan Perrin, New York Audit & Assurance, worked out of the Deloitte office in NYC in the World Financial Center location. After Deloitte, he joined the NBA and also earned his master’s at Columbia University in 2015. After 10 years at the NBA League Office, he joined the Miami Heat as Vice President of Finance & Strategic Planning in December of 2018. He currently lives with his wife and 3-year-old son in Weston, FL. Brooke Pottish, New York Consulting, is currently working at New York Life Investors in the Internal Operations, Reporting and Project Management function. Natzariani Quinones, San Juan Audit & Assurance, was promoted to Internal Audit Director at PRISA Group. Laurie Radler, New York Risk & Financial Advisory, is Director of Privacy at Healthfirst. She joined the company five years ago to grow and mature its privacy program. Prior to joining Healthfirst, she served as Director of Compliance and Privacy Officer at Montefiore Medical Center and Chief Compliance Officer at Lenox Hill Hospital. She still lives in Port Washington. Harsha Vardhana Reddy, Atlanta Consulting, after a successful and progressive 15-year career at Deloitte, Harsha has taken a prominent leadership role with a Fortune 500 company, ADP. As a Senior Director, he oversees growth and operations of a new group in the Southeast region. He will be based out of Alpharetta, GA. Christian Richardson, Rosslyn Risk & Financial Advisory, is currently the Head of Creative and Brand Strategy for The Spice Suite in Washington, DC. “For the past three years, I've worked with the owner to build The Spice Suite's infrastructure, brand, and voice. As a result, The Spice Suite has amassed 80.6K followers on Instagram; been featured by The Washington Post, Essence, Forbes, and Martha Stewart; earned a partnership with Williams Sonoma, the Container Store, Wolfgang Puck, and Kelis' Bountiful products; and was verified on social media.” Danny Rojas, New York Risk & Financial Advisory, as of January 1, 2020, became the Executive Director of All-Star Code, a national non-profit computer science education organization, founded in 2013, serving Black and Latino young men. Their mission is to create economic opportunity by developing a new generation of young men of color with an entrepreneurial mindset and tools they need to succeed in a technological world. Allen Sackadorf, Reston Consulting, recently joined ServiceNow as a US Defense Intelligence Account Executive to help the US Defense Intelligence agencies modernize by transforming their workflow to "Make Work Better!" Anand Sairam, New York Consulting, recently joined Becton Dickinson as pricing leader for US region (US and Canada) and is now working with Deloitte teams as a client.


Peter Schmidt, New York Services, after many years in the publishing business, recently changed industries and is now working as Director of Operations for a scent marketing company called Scentisphere. He’s having a great time. Michael Schnur, Richmond Services, following his tenure at Deloitte, continued his education at the University of Virginia and Lynchburg in finance, economics, money and banking, and criminal justice. Additionally, he worked in law enforcement conducting financial crime investigations for the Albemarle County Police Department. He is now Assistant Professor at University of Lynchburg. Brian Scruggs, Richmond Audit & Assurance, was recently promoted to corporate controller at Five Guys. Santosh Shanbhag, Parsippany Consulting, is very excited to take a new role at Becton Dickinson as Associate Director of solution delivery. FNU Shivashankar, Philadelphia Consulting, after working at Deloitte as a senior consultant, joined Dell Services which was later acquired by NTT Data. It was a five-year stint during which he held multiple roles: CoE leader, Project Manager of a $20M project, Associate Director, etc. Realizing the importance of being connected to customer’s business problems, and his interest in technology and process solutions, he switched back to consulting and working with Oracle. He works as an architect on cloud transformation projects in the SaaS space for healthcare, construction services, and other industries, and also plays an active role in pre-sales activities. “I value and relish the consulting skills picked up during my tenure at Deloitte. Proud to be a Deloitte Alum.” Leon Shustin, New York Tax, Senior Tax Analyst at Prudential, was accepted to Rutgers Law School for the 2020 Evening Part-Time Program. He started classes last month. Richard Simonetti, Orlando Tax, was promoted to lead Private Wealth Management for the Wells Fargo US Southern Region. Lynette Smith, Washington Consulting, recently accepted a new position as a Senior Manager at a professional services company. Zara Stasi, New York Consulting, “since my time at Deloitte as the first ever National Greenhouse Artist (a role I designed for myself), I have been building my creative studio, Good for the Bees. Based out of NYC, Good for the Bees is a studio that uses art as a tool to help others thrive. This year, Good for the Bees was selected to partner with Madewell in this year’s Hometown Heroes Collective. We are one of nine makers who have a collection on Madewell's website, selling local and handmade goods to their incredible audience. My collection features 10 hand drawn art prints, my favorite is a map of the green spaces of NYC.


Gabriella Teixeira, Miami Consulting, “soon after I resigned, I studied diligently for the LSAT, applied super late in the application process because my decision to go to law school came later than I wish it did, nevertheless, I got into school to begin this fall at the University of Miami School of Law.” Jesse Thomas, Rosslyn Consulting, now works as a Planner at Sam Schwartz Transportation Consultants in Chicago, in the transportation consulting industry with public clients. Charles Tierney, Rosslyn Consulting, “navigating a new business environment without the safety of Uncle D! I left Deloitte in the fall of 2015 to move 'in-house' at Amazon doing talent management consulting work Deloitte allowed me to do for clients. After 4+ years at Amazon, I struck out to grow a small recruiting business in the Pacific Northwest, Hansell Tierney. What a wild few months it has been with COVID-19. Since March, I have had to navigate the turbulent waters of today's economy, all without the safety, security, and resources of a bigger firm. Luckily Deloitte prepared me well and I can rely on the lessons my mentors and others who taught me about relationship building, business development, project management, and HR consulting. While none of us probably feel well prepared for what the Pandemic world has in store for us, as someone who is trying to grow a small business, I feel fortunate that I have a great foundation from my days at Deloitte to help me. Thank you!” Raquel Torrijos Sanchez, Orlando Consulting, was working with the Human Capital practice as an HRT Solution Analyst at Lake Mary, FL when her student visa expired. However, when she returned home to Panama, she was offered a job as a Business Intelligence Specialist with the Financial Instruments team. Benjamin Tsoi, Rosslyn Consulting, is currently a first-year MBA student attending Northwestern Kellogg as part of Deloitte’s graduate school assistance program. Prior to this, he spent an amazing five years as a GPS Technology Consultant out of the Arlington, VA office helping Federal clients modernize their supply chains and adopt emerging technologies. He was also highly involved in the Deloitte IoT practice developing assets for digital tracking and connected fleet (vehicles). Greg Turner, Boston Audit & Assurance, after five years at the PCAOB, recently joined the Audit Quality Team in the National Office at a professional services company. Rober Vachon, New England Audit & Assurance, is retiring in September 2020 after more than 30 years with Northmark Bank. Sandy Viola, Jericho Services, retired last month 42 years to the day after she joined the Touche Ross Jericho office in 1978. “Through the years, I grew with the firm and all its transitions as I moved from audit to recruiting, then to industry marketing, and ending my career as National Alumni Relations Director. It’s not the path I would have ever expected, sitting in that bullpen room on day one, but every step since then proved to be even better


than the previous role. As Forest Gump says, ‘. . . life is like a box of chocolates!’ In almost every way, the firm was very different in 1978, but what has never changed is that it is an incredible place to learn and grow and work with some of the most talented people you will ever meet. I thank all of my Deloitte colleagues and the legions of Deloitte alumni that I had the pleasure of working with all these years. Touche Ross / Deloitte and Touche / Deloitte has been an incredible part of my life and a place that nurtured me to become the person that I am.”

Ravikanth Vishnuvajjala, Hermitage Services, recently joined a professional services organization as assistant manager. Barbara Watson, Chattanooga Audit & Assurance, completed a Master of Science in Jurisprudence from Seton Hall University School of Law in May 2020. She is continuing in capacity of CFO but has added Chief Administrative Officer to her business card in recognition of the expanded corporate oversight. Philip Weiss, Parsippany Tax, in 2018 launched Apprise Wealth Management (AWM) Registered Investment Advisory Firm. AWM provides comprehensive financial solutions on a fee-only basis. AWM provides wealth management services on a fee-only basis where client portfolios are managed according to the client’s stated investment goals and objectives. AWM also offers broad-based and consultative financial planning services on a fee-only basis. Lauryn Wendus, Hartford Tax, is CEO of Next-Door Creations, LLC. In addition to helping its clients with website design, SEO, and small business bookkeeping, Next Door Creations has launched its very own app, It's Local Online! The app was designed to help community members connect to and support their local businesses. Michael Williams, Rosslyn Consulting, Senior Systems Engineer at B4Corp, entered his Doctoral Studies in Cyber Security where he is researching insider threat detection algorithms through behavioral analysis and should graduate in the Spring of 2021. “My personal and professional development has been a journey, but I have grown in leaps and bounds. Preceding completion of my Doctorate in Cyber Security, I plan to build my network by attending several conferences around the world on insider threat detection through behavioral analysis, change careers in something in the area of Cybersecurity, spend time expanding my property management company and maybe even start a family.” Joseph Wilson, McLean Services, is retired and currently enjoying quarantine in sunny San Diego/Poway and is going to the beach once or twice a week. John Wortham, Orlando Consulting, has been in a Consultant/Analyst role at Rural Sourcing, Inc. since leaving Deloitte in August 2018. He is currently working on a project in a Database Developer role for a client and their fleet car management system. “I am enjoying the work at my new company and with the client; they both have a lot of great people to work with. I am working hard and have grown a lot and gained valuable experience in this role. Personally, I have also enjoyed the positive feedback I have gotten from my clients and coworkers while


performing project and other job-related duties. It is encouraging to me as I continue to advance my career.” Nia Yates, Atlanta Consulting, is a New Orleans based Fine Art Consultant for Heather James Fine Art. Prior to joining Heather James Fine Art in 2017, Nia was an art consultant in Beijing, China, where she oversaw the inaugural C! Talk initiative, a series of cross-cultural events sponsored by the World Culture Open organization. She also previously served as an art consultant in Houston where she co-led the Emancipation Economic Development Council workgroup for the art non-profit Project Row House. Before relocating to New Orleans, she served on the board of Loma Linda Hospital’s “Big Hearts for Little Hearts Guild” in Indio, CA, and was a member of Desert AIDS Project’s “Partners for Life” committee in Palm Springs, CA. Cheryl Yawman, Rochester Audit & Assurance, left Cochran Cochran & Yale in July to join Consiliarium Group as Business Development Director. Kiwoong Yoo, Jericho Risk & Financial Advisory, continues his Ph.D. program in Marketing at the University of Tennessee, Knoxville, while also working as a graduate research assistant in the Department of Marketing. He recently wrote an article, "Dissecting the Anatomy of the Advertising Budget Decision," for the American Marketing Association, which was published in June 2020. He lives in Knoxville and is pursuing his research interests in marketing strategy, marketing-finance interface, and international marketing. Xiaoxin Yu, Atlanta Consulting, coming out of technology consulting, joined a local start-up to get exposure and experience working in drastically different verticals than data and technology. “It was very challenging, though also rewarding, to be working in an environment where I had to be whatever the solution needed to be. 2020 has been full of uncertainties and challenges. I'm so excited to share that my co-founders and I have officially moved forward with starting our business in cosmetics for men, promoting a new understanding of what makeup stands for and what makeup for men means and hoping to launch our products later in the year.”

West

Kare Anderson, San Jose Services, her TED talk on Web of Humanity attracted over 2.5 million views. She is an Emmy-winning former NBC & WSJ journalist and is now a speaker on connective behavior and quotability. Her ideas have been cited in 16 books. She is a founding board member of Annie’s Homegrown and co-founder of nine women’s political PACs. For Obama's first presidential campaign, she created over 208 issues formation teams. She was Pacific Telesis' first Cable TV and Wideband Division Director. Kare is the author of How We Can Be Greater Together, Opportunity Makers, Mutuality Matters, Moving from Me to We, Beauty Inside Out, Walk Your Talk, Getting What You Want, and Resolving Conflict Sooner. Gary Boudreau, Orange County Services, since retiring, wanted to contribute to a need in his community. Turns out the critical need was for volunteer wildland firefighters. “If you see a


wildland fire in Northern Nevada, chances are I'm there helping to control the fire, as an apparatus (firetruck) operator.” Christopher Carvalho, San Francisco Consulting, since his Deloitte consulting days, has been fortunate to work as a senior executive or board member at some of the most iconic (Lucasfilm) and fastest growing entertainment companies (Roblox) in the world. He recently joined the Board of MTG, a publicly traded esports and gaming company which is at the forefront of helping to structure and entertain the almost 500M esports viewers worldwide. Kathy Claxton, Orange County Services, it has been a while since Kathy journeyed from the Telecom group in Deloitte Services to the other side of Telecom with her role in providing essential infrastructure/telecommunications services through Centurylink. Her most recent title change is now Senior Network Implementation Engineer. “Working at Deloitte in both data and telecom provided me with a strong foundation for my current position. I will always be grateful for my time there and will always feel a part of the Deloitte family.” Denise Davis, San Diego Services, after 30 years in IT Support Services, retired in July 2020. She plans to continue traveling once this pandemic lets up and looks forward to attending future alumni events. Maria Ehsan, Los Angeles Services, enjoys working in the financial services industry. She made the switch back to product management where she uses both her marketing and analytical skills every day. Wealth Management and Interest Rate Risk Management are the two divisions she works in doing product management. Being part of a company that is both regional and global is unique as City National is a subsidiary of Royal Bank of Canada. Jolene Fraser, Sacramento Audit & Assurance, Managing Director, EisnerAmper LLP, continued her career path as an auditor after Deloitte with another public accounting firm before transitioning to forensic accounting in 2007 where she’s been practicing for 13 years. She’s been very active in the California Society of CPAs (CalCPA) and has held several positions on committees and boards over the years. She was installed as the Chair of CalCPA in July 2020. She describes her accounting career journey as rewarding and exciting. Todd Gill, Boise Audit & Assurance, was honored to be named President of United Heritage Financial Group in Meridian, ID as of July 1, 2020. After 12.5 years with Deloitte in Boise, he joined United Heritage in 2004 as Chief Financial Officer, was then promoted to Chief Operating Officer, and is now President. Todd notes, “United Heritage has three operating companies. We have an excellent executive team, including some fellow, former Deloitte colleagues.” Asit Gosalia, San Jose Consulting, finance manager at TCS, is enjoying stable engagements which require less travel and provide more work/life balance. Jeffrey Grubbs, Los Angeles Tax, after leaving Deloitte, moved back to Sacramento where he eventually joined Bickmore, a private administrator of Joint Powers Insurance Authorities (JPA).


They also provide actuary and risk management services. After 28 years as their COO/CFO and owner, they sold the company to York, now Sedgwick. In 2018 he left to join ASCIP, California's second largest Insurance JPA, with over $250M in revenue and $500M in assets, as their COO/CFO. Scott Jensen, Phoenix Services, had a heart transplant on December 30, 2019 at The Mayo Clinic in Phoenix. His recovery has been nothing short of remarkable and he is walking, stretching, crunching, lifting, and training his way to 25,000 steps a day. He is working with the clinic to provide coaching to other transplant patients in the hopes that what drives him can be imparted to others. Angela Joerin, San Francisco Consulting, since transitioning from Deloitte back in 2017, is now the Digital Health Director for a mental health chatbot startup called X2 AI Inc. in San Francisco where her experiences as a psychologist and consultant merge daily. She is also an active racial and climate justice advocate for the Climate Reality Project. Before Deloitte, she worked with high-risk families in Detroit. Her research was focused on attachment theory and her therapeutic focus was on Infant Mental Health and PCIT. “While at Deloitte, I could not stop thinking about the families who changed my life, and the repeated pattern of caregivers not being able to afford school supplies, clothes, and sometimes food, but keeping cable subscriptions or smartphones. At X2, I help people access affordable and accessible mental health support. At The Climate Reality Leadership Corps, I deliver workshops about the impacts of climate change.” Jeffrey Jones, San Francisco Audit & Assurance, is an adjunct professor teaching an Advanced Auditing class in the Masters of Accountancy program at William Jessup University during the summer 2020 semester. Helen Kane, San Jose Audit & Assurance, in April 2020, Hedge Trackers, LLC (a Deloitte alum- and woman-owned business) celebrated 20 years. The company's model of employing CPAs who had made the decision to stay home and raise their children for the first week of each month is paying off in numerous ways. The company culture respects and embraces a work-from-home model and accepts various parenting options. “Admittedly, we too are struggling with parenting from work. However, this part-time commitment has protected the resumes of these highly skilled parents without requiring a full-time work commitment. Our executive staff has key members that work a reduced schedule. Our research suggests women-founded and-owned 20-year-old companies are rare and we are excited to be thriving.” Carole Klove, RN, JD, Los Angeles Risk & Financial Advisory, received the 2020 Distinguished Alumna of the Year Award from Duke University School of Nursing. She currently serves as the Chief Nursing Officer and Counsel for Elemeno Health, a SaaS solution that supports just-in-time microlearning and team communication for health care clients. Katharine Krul-Manor, Orange County Services, recently joined iHerb as Global Head of Talent Management & Culture. She is responsible for progressing holistic talent management


strategies and leading organizational development and learning, succession planning and performance management. Her focus will be on developing and refining global talent management strategies for iHerb's various business units. Natalia Marek, San Francisco Consulting, will be board president for Greater Albuquerque Habitat for Humanity for the 2020-2021 year. Frank McEnulty, Los Angeles Services, after over 30 years in the private sector working mainly in real estate and entrepreneurship, started teaching Entrepreneurship at California State University, Los Angeles. After a couple of semesters, he also started teaching at CSU Long Beach and now teaches a full load in the Finance Department at CSULB. He finds teaching extremely rewarding and enjoyable and can't wait for the COVID-19 crisis to be over so he can get back into the classroom. Anthony Pugliese, San Francisco Audit & Assurance, is President & Chief Executive Officer of the California Society of CPAs, the largest State Society of CPAs in the country, with over 45,000 members and three offices across the state. Prior to that he spent 20+ years with the AICPA. Robert N. Purcell, Long Beach Audit & Assurance, as CFO at iPayment, a leading fintech payments provider, led the company through several rounds of refinancing and debt for equity exchanges. When the refinancing rounds were complete, he gained board support and partnered with the CEO to invest in a new payment gateway and make a major acquisition. These efforts culminated in the sale of iPayment to Paysafe. In 2019, the San Fernando Valley Business Journal awarded Robert with “CFO of the Year.” In 2018, Ernst & Young named Robert and his CEO an “Entrepreneur of the Year” semi-finalist. In addition, Pacific Coast Business Times named iPayment as “Best Places to Work” and was recognized by the California State Assembly. Robert serves as Treasurer and Board Member for Make-A-Wish Tri Counties and Board Member for Assoc. for Corporate Growth. Snehashish Sarkar, San Jose Consulting, as VP, Business Transformation Office, he has been responsible for enterprise applications at Varian Medical Systems for six years. He also worked as Chief of Staff for the CFO for 2.5 years. He recently transitioned to run the business transformation office. “Digital transformation is getting necessary mindshare of senior executives, CEO, and board. This is critical for building a scalable platform for business transactions and transcending customer experience.” Arnav Sheth, San Francisco Tax, after earning tenure at Saint Mary's College in the Bay Area, was visiting faculty at the University of Zurich, when he got an offer to help the Massachusetts Institute of Technology set up the first ever online initiative offered by the Sloan School of Management. After getting them started, he is now teaching mathematics there, and working in Research and Development at BrightQuery, a data startup.


Donald Stanton, Portland Audit & Assurance, is semi-retired effective July 1, 2020. He currently works three days a week as he transitions to retirement in July 1, 2021 and has already transitioned some of his duties to the current corporate controller. Kimberly Storin, San Francisco Consulting, joined RapidDeploy as the company's first Chief Market Officer. She is responsible for market insights and category design, as well as building the positioning and equity of the brand with all stakeholders and leads the strategy and execution for the company’s global marketing initiatives, including brand, communications, campaigns as well as the digital customer and partner experience. Billy Wang, Los Angeles Consulting, was recently named the Commercial Operations Leader for Micro Focus' Security software portfolio. Peter Wilkins, Seattle Services, has been with SAP for 3+ years and is responsible for developing SAP Procurement Business with and through one of their top Global GSSP Alliance Partners. Key focus areas are strategic business development, joint business planning, developing GTM strategies, joint sales plays and ensuring partner enablement. Success is measured by an increase in joint sales and market influence for SAP solutions and partner services. “I live in Seattle with my beautiful wife, son, daughter and Aussiepoo dog. When not working, I love to keep moving physically whether that's aikido, BJJ, yoga, yard work, hiking, skiing, snowboarding or biking. My biggest joy though in life is spending time with my family. I have many fond memories from my days at Deloitte! Stay safe and healthy everyone during this new normal.” Estela Wolf, Los Angeles Consulting, had an exciting role change to Head of Operations for Wealth Management at Capital Group, after leading the company’s Enterprise Program Management Office and guiding strategic initiatives across

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This news is part of an ongoing series of updates from alumni. This news should not be deemed or construed to be for the purpose of soliciting business for organizations mentioned, nor does Deloitte advocate or endorse the services or products provided by the organizations mentioned.

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