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1 News About You | April 2022 News About You CENTRAL Mohammad Ahsan, Houston Consulting, returned to Texas to work for the Philips organization after spending time managing clinical testing at the VA’s Cerner modernization program. He will help manage Philips’ oncology solutions implementations, pivoting from a revenue cycle and testing-focused project- management role to a clinical-transformation-management role. Dustin Basco, Houston Services, began a new career at ghSMART, supporting the firm’s president. Nora Boyd, Pittsburgh Consulting, launched Hullwinkle on January 25. A couple days earlier, she was asked a very simple question, “How would you describe the journey you took to get here, in one sentence?” The question stayed with Nora most of the day. Right before she fell asleep, the following words popped in her head: When you come face to face with your own mortality, you learn to let go of your ego and figure out what really matters. Ann Cacciottoli, St. Louis Consulting, is enjoying retirement. In addition to playing in a rock and roll band and playing pickleball, Ann has been creating amigurumi characters to donate to children’s hospitals. “I have donated two collections to Shriner’s Hospital in St. Louis and one to Arkansas Children’s Hospital,” she says. Emily Cho, Dallas Audit & Assurance, started working for CAVA as its lease accountant in October 2021 and married her wonderful husband, Paul, on December 10, 2021. Brett Currier, Austin Consulting, left Deloitte Consulting LLP in April 2021 to pursue starting a company to help the veteran community find purpose after the military. “We incorporated VetGigs in July and went live with our talent marketplace in October. Brett says. The company also has partnerships with veteran nonprofits to provide end-to-end career services, from getting a laptop to free certifications from top universities. Douglas Drew, Kansas City Audit & Assurance, joined CFGI as a managing director. Shane Edler, Dallas Consulting, as a senior solution strategist, works with large global customers to provide Workday Planning solutions for financial, workforce, and sales planning use cases. He also supports and works with ecosystem partners to deploy planning use cases. Mina Enns, Kansas City Audit & Assurance, is an assistance controller, managing a team of four. Previously, Mina was a manager at Ceco. Erik Evers, Minneapolis Audit & Assurance, joined Toppan Merrill as an XBRL financial reporting consultant, where he help clients get their financial statements ready to send to the SEC.
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News About You - Deloitte

Mar 16, 2023

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Page 1: News About You - Deloitte

1 News About You | April 2022

News About You

CENTRAL

Mohammad Ahsan, Houston Consulting, returned to Texas to work for the Philips organization after spending time managing clinical testing at the VA’s Cerner modernization program. He will help manage Philips’ oncology solutions implementations, pivoting from a revenue cycle and testing-focused project-management role to a clinical-transformation-management role.

Dustin Basco, Houston Services, began a new career at ghSMART, supporting the firm’s president.

Nora Boyd, Pittsburgh Consulting, launched Hullwinkle on January 25. A couple days earlier, she was asked a very simple question, “How would you describe the journey you took to get here, in one sentence?” The question stayed with Nora most of the day. Right before she fell asleep, the following words popped in her head: When you come face to face with your own mortality, you learn to let go of your ego and figure out what really matters.

Ann Cacciottoli, St. Louis Consulting, is enjoying retirement. In addition to playing in a rock and roll band and playing pickleball, Ann has been creating amigurumi characters to donate to children’s hospitals. “I have donated two collections to Shriner’s Hospital in St. Louis and one to Arkansas Children’s Hospital,” she says.

Emily Cho, Dallas Audit & Assurance, started working for CAVA as its lease accountant in October 2021 and married her wonderful husband, Paul, on December 10, 2021.

Brett Currier, Austin Consulting, left Deloitte Consulting LLP in April 2021 to pursue starting a company to help the veteran community find purpose after the military. “We incorporated VetGigs in July and went live with our talent marketplace in October. Brett says. The company also has partnerships with veteran nonprofits to provide end-to-end career services, from getting a laptop to free certifications from top universities.

Douglas Drew, Kansas City Audit & Assurance, joined CFGI as a managing director.

Shane Edler, Dallas Consulting, as a senior solution strategist, works with large global customers to provide Workday Planning solutions for financial, workforce, and sales planning use cases. He also supports and works with ecosystem partners to deploy planning use cases.

Mina Enns, Kansas City Audit & Assurance, is an assistance controller, managing a team of four. Previously, Mina was a manager at Ceco.

Erik Evers, Minneapolis Audit & Assurance, joined Toppan Merrill as an XBRL financial reporting consultant, where he help clients get their financial statements ready to send to the SEC.

Page 2: News About You - Deloitte

2 News About You | April 2022

Jackson Fox, Chicago Consulting, pursued his passion for understanding motion—and is working toward a doctorate in mechanical engineering with a focus in human motor control. “I hope to be able to develop novel methods to diagnose and treat neuromuscular deficits and improve the quality of life for those who suffer, as well as expand our knowledge of how you and I work,” Jackson says.

Vic Gallese, Dallas Consulting, has recently been engaged by a major apparel retailer to help the team “unwind” their brick-and-mortar business from their online business. “Many retailers now believe their online business is appreciating and their brick-and-mortar business is stagnating. This leads them to separating and spinning off. Not sure what that means for the longevity of the term ‘omnichannel,’ but it does show how the world is in continuous change and there are opportunities for those who want to participate in it!” Vic explains.

Ed Gaviria, Denver Consulting, is an independent consultant and has worked with many fellow Deloitte alumni over the past few years.

Patti Griffin, Chicago Consulting, is excited to share that she has started a new position as vice president of quality with SOC Telemed. “I’m part of a growing company that provides telemedicine services in 11 specialties across the country to hospitals and other health care settings. We are fulfilling our vision and mission by providing critical access to deliver high-quality care to patients and hospitals across the United States,” Patti says.

Troy Gross, Chicago Consulting, went into the industry after leaving Deloitte, but says he missed consulting so much that he went out on his own! ”I am, for the most part, loving it,” Troy says, aside from the Covid-related business challenges.

Lata Gursahani, Midland Audit & Assurance, is an audit senior manager with EY, working with oil and gas industry clients.

Anzar Hasan, Dallas Risk & Financial Advisory, is vice president, Strategy, Digital, and Innovation, and lead compliance officer at Wells Fargo Bank. Prior to this, Anzar was with Aventive Technologies, JCPenney, and Verizon. Anzar also completed an MBA from Strayer University in 2021 and co-authored a book, Protect Your Personal Information, in 2016.

Beth Hilden, Minneapolis Consulting, recently joined the operations function for ROC Group and is now the director of operations, in addition to maintaing her client-facing responsibilities as a managing consultant.

Aamer Javed, Chicago Audit & Assurance, recently moved agencies and employment from the U.S. Department of Health & Human Services to the U.S. Department of Justice’s United States Trustee Program.

Jeffrey Kahler, Denver Audit & Assurance, is the CFO of Latham Group, specializing in private-market investing.

Scottland Keefer, Chicago Tax, was named chief compliance officer of Valkyrie, an asset manager focused on digital assets, in October 2021. Since then, he has guided the firm’s registration with the SEC, CFTC, and NFA, and has overseen the launch of several novel products including three bitcoin-linked ETFs, as well as a hedge fund focused on DeFi.

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3 News About You | April 2022

Ben Kelman, Chicago Consulting, transitioned to the role of product manager at Lucid Motors. “My time at Deloitte helped me establish a career goal of accelerating the shift toward low-carbon mobility, and I have been applying the skills and industry experience I gathered there to make it happen in industry,” he says. At Lucid, Ben creates differentiated customer experiences with the goal of making its electric vehicles compelling enough to drive a meaningful increase in electric vehicle adoption.

Celal Keskin, San Antonio Risk & Financial Advisory, changed jobs and now focuses on incident response and remediation at Mandiant.

Mitul Koya, Chicago Consulting, is a business solution architect with the pre-sales and practice development team at Accenture.

Brian Kristofic, Chicago Consulting, is the director of sustainability for Ardagh Glass Packaging - North America, a leading producer of glass containers for the food and beverage industry with 14 plants across the United States. In this role, Brian leads the development and tracking of carbon reduction, waste reduction, water reduction, recycling development, and community involvement initiatives. He is a board member of the Container Recycling Institute and the Glass Recycling Foundation. He is based in Chicago.

Shawn Lamb, Denver Services, recently joined Deloitte Canada to lead campus recruitment for the Tax and Audit practices nationally for Canada.

Spencer Langley, Chicago Risk & Financial Advisory, now works at Citrix.

Elizabeth (Betty) Lehman, Denver Audit & Assurance, is a disability advisor with ADAN and Lehman Disability Planning (LDP). LDP coaches parents of children with disabilities about benefits and planning. Betty, with LDP co-founders, developed an internet market network for lifetime advocacy, navigation, and planning.

Kathryn Leonelli, Chicago Consulting, is a manager with Amazon and is engaged (getting married in September). She is a board member of Project Exploration.

Jon Marshalla, Minneapolis Consulting, founded and scaled KO Storage to become a top-30 self-storage owner/operator in the United States, with more than 125 facilities and 4.2M square feet of space. Jon has plans and a path in place to acquire another 2 million square feet and build an additional 1 million square feet in 2022.

Alexander Melarkey, Chicago Consulting, is a senior financial analyst with McDonald’s Corporation.

Fy Merheb, Dallas Risk & Financial Advisory, joined PwC to lead its cyber risk and regulations group for a Fortune 100 retail client.

Stevan Mistry, Dallas Services, accepted a position at a new company to be a senior category manager of procurement with Walmart, managing multiple categories. In academic news, Stevan has been invited to serve as an advisory panel member for the Customer Experience Certificate Program at the University of Houston, Bauer College of Business, which is his alma mater. “I’ll advise on how to improve this certificate program over the next year,” he says.

Michael Mokodanski, Chicago Consulting, is a OneStream project lead at Black Diamond Advisory within the financial planning workspace.

Page 4: News About You - Deloitte

4 News About You | April 2022

Braxton More, Denver Risk & Financial Advisory, is a banking fraud and risk analyst with Zenefits. “The company is in the process of being acquired, and future prospects with the new company are very promising,” Braxton says.

Jennifer Nash, Detroit Consulting, and her fiance chose to elope after months of postponing their wedding due to Covid. “We got married in 2021 on gorgeous Māhāʻulepū Beach in Kauai, Hawaii!” she says.

Uday Oak, Detroit Consulting, switched careers since leaving Deloitte (where he was largely focused on delivering ERP solutions as an enabler for manufacturing operations). Since then, Uday has spent 15 years in financial services, first in the payment industry, followed by retail banking, and now in providing retirement solutions.

Barb Osteen, Tulsa Consulting, was among the four inaugural inductees into the Management Science and Information Systems (MSIS) Cloud of Honor on March 25, at the ConocoPhillips OSU Alumni Center. The Cloud of Honor was established to recognize and honor graduates from OSU’s information systems programs that date back to the 1970s. Barb has also endowed a scholarship in the MSIS Department. She retired as a managing director at Deloitte Consulting LLP after 41 years in IT.

Jessica Ottlinger, Chicago Tax, joined BDO as a paraprofessional for its private client services group, based out of Washington, DC.

Jigar Patel, Dallas Consulting, recently joined Warburg Pincus, a top-10 private equity company in the world, as an operating advisor. “I have been honored to lead cybersecurity, cloud, and data domains across portfolio companies of Warburg Pincus and currently advise about 40 companies,” Jigar says.

Jeffrey Price, Chicago Consulting, is president of Price Performance Products Inc.

James Rodriguez, Austin Consulting, in January 2021, was appointed by President Biden to be the principal deputy assistant secretary at the Department of Labor’s Veterans Employment and Training Service (DOL VETS). In July of 2021, the president nominated James to be the assistant secretary of DOL VETS (a Senate-confirmed position). “My confirmation hearing was held in October 2021 at the Senate Veterans Affairs Committee, and now I am currently waiting on a Senate vote for full confirmation,” James says.

Charlie Rose, Dallas Services, joined KPMG after leaving Deloitte and retired as a senior director of account relationships on April 1, 2021.

Raja Sampathi, Dallas Consulting, is an ex-management consultant who has more than 15 years of corporate experience with various MNCs. Raja is now a certified coach and self-actualization consultant. “I enable my clients to live in the present without having to compromise on the joy of living,” she says. “I’m a yogi, and I love single malts and EDM concerts as much as my silent retreats.”

Erich Schoenkopf, Dallas Audit & Assurance, left Deloitte as senior accountant to work as controller, then subsequently as the CFO, of a public company engaged in oil and gas exploration, and single board computer and telecommunication equipment manufacturing. Erich founded Vertigraph, Inc. in 1991. Vertigraph is a leading developer of takeoff and estimating software for the construction industry. He is currently CEO of the company.

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5 News About You | April 2022

Kristen Schultz, Chicago Consulting, was promoted from vice president of strategy and operations to COO and CSO of Planned Parenthood of Illinois.

Phil Serra, Detroit Audit & Assurance, began his 34th year at Merrill in January 2022. “Greatly appreciate the experience when I was employed at Deloitte, Haskins & Sells from 1986 to 1988,” he says.

Muhammad Waqas Shakeel, Buffalo Audit & Assurance, had to apply for an overseas transfer due to immigration issues and was thus warmly welcomed at Deloitte Canada, where he is continuing his journey as a staff II. “My experience at Deloitte US gave me enough confidence to work on similar areas, like inventory, that I single-handedly worked on for the very first time this busy season in Deloitte Canada. I will always, very proudly, associate my professional roots with Deloitte US and preach what I’ve learned no matter where I go,” he says.

Nadine Shehaiber, Chicago Services, is exploring opportunities in the talent and culture space.

Ken Sipiora, Dallas Consulting, is an advisory board member with Canexxia, a health care innovator/disruptor. “The company is developing a national network of wellness centers delivering concierge care for seniors experiencing chronic pain,” Ken explains. Canexxia is currently raising its Series-A funding.

Renato Soares, St. Louis Audit & Assurance, recently joined Bloomin Brands as an assistant controller.

Scott Sommerville, Detroit Audit & Assurance, recently took a new position with Lineage Logistics.

Tom Sowar, Cincinnati Audit & Assurance, in his new role (effective January 3, 2022), manages the preparation of all externally audited financial statements and footnotes. Tom serves as a key point of contact with the external auditors, including the year-end financial statement audits for all TriHealth, Inc. companies, along with the annual defined benefit pension audits, annual 401(k) audits, and the annual A133 audits. He is also responsible for monitoring and analyzing changes in accounting pronouncements on TriHealth, Inc.

C. Eugene (Gene) Sturgeon, Chicago Audit & Assurance, and his wife live in Southwest Virginia, where he recently gave up his volunteer activities to fully focus on family—who he video conferences with every Saturday! ”All of the grandkids have completed college or will complete soon,” he says, adding that both he and his wife will turn 88 this year and are in good health. They recently celebrated their 65th wedding anniversary. Gene retired from Deloitte & Touche LLP in 1991.

Gregory Wilson, Denver Audit & Assurance, retired for a year and a half, got bored (his wife is still currently employed), and returned to work for Zelman Development Company.

Frank Zacchigna, Chicago Tax, is an assistant director with the VA, supporting HTME contracts and PACS annd environmental services divisions.

Ed Zeman, Minneapolis Audit & Assurance, retired after 19 years as CFO of InstyMeds Corporation on July 16, 2021.

EAST

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6 News About You | April 2022

Dillon Anderson, Atlanta Consulting, recently joined NetApp to help establish its new cloud BU and, specifically, is responsible for the new territory and quota coverage model and incentives, along with providing support for several sales and digital transformation projects.

Rod Assad, Miami Risk & Financial Advisory, since leaving Deloitte in 2021 to care for his family, became a full-time entrepreneur with his vacation rental management and investment company in Miami with his wife. “Currently with nine properties in our portfolio, the time management skills and ability to carry multiple plates at the same time I learned at Deloitte have been key to our success so far. Rod says.

Reza Azam, McLean Risk & Financial Advisory, took a new job with Meta as a program manager.

Robert Bachon, Manchester Audit & Assurance, after a career with Deloitte and the New Hampshire Department of Revenue, co-founded Vachon Clukay and Company PC. He was the managing partner until his retirement in 2020. “I subsequently accepted a position as chief operating officer and CPA on staff at New England Peer Review, Inc. (NEPR) after serving 25 years on its executive committee,” he says. NEPR is responsible for the administration of peer reviews in New Hampshire, Maine, Vermont, and Rhode Island.

Nicholas Bellomy, Rosslyn Consulting, currently advises the more than 7,000 undergrads at Georgetown University (his alma mater) on careers in consulting, finance, accounting, and other professional services sectors.

Satish Bendi, Jersey City Risk & Financial Advisory, joined AON as a director.

Mangesh Bhise, Hermitage Consulting, has been pursuing a passion—inspirational talks. “I do it for a variety of audiences. The audience includes corporations, communities, students, families. It gives me immense satisfaction when I see my experience and knowledge gained over the years from my work—client service, coaching, and community service—becomes useful to inspire, educate, and guide others.

Brian Boehm, Washington, DC, Consulting, started medical school at the George Washington School of Medicine & Health Sciences after three years with Deloitte as a strategy and analytics consultant. He serves on the Student Leadership Council as treasurer and intends on pursuing cardiac anesthesiology or spinal orthopedic surgery.

Mina Boutros, Stamford Audit & Assurance, joined the financial due diligence practice at KPMG as a director after four years in corporate development executing roll-up strategies.

Marlon Brdar, New York Consulting, transitioned from Deloitte to a smaller boutique consulting firm, and eventually to Microsoft to pursue a career within the cloud space, particularly cloud economics.

Lance Brilliantine, Wilton Consulting, is on the board at Ballet Concierto, where he leads the development team. “I am also choreographing certain ballets,” Lance says.

April Burrows, Richmond Consulting, recently started a new role with Transmit Security as the field marketing manager for the Eastern US. Transmit Security was fifth on the Deloitte’s Technology Fast 500 list in 2020. Transmit is on a mission to rid the world of passwords, and raised a $543 million in Series A funding last year. “I am pumped to be a part of such an amazing team!” April says.

James Buscaglio, Arlington Consulting, works at Amazon Web Services as a strategic programs lead.

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7 News About You | April 2022

Kriss Bush, New York Tax, retired from TD Bank, the second largest bank in Canada.

Gary Cademartori, Newark Audit & Assurance, just turned 80 years old. He retired after 16 years with Haskins & Sells, 14 years as CFO or COO of various medium-sized public companies, four years as operating CFO for private equity fund, 15 years as a financial consultant, and as a director for four boards—one of which he continues to serve on and has served on since 1999.

Shane Callahan, Hermitage Services, was chosen as the first CISO for Vanderbilt University. This security team will be going through a transformation to meet the goals of the university and research centers, and keep up with an evolving technology landscape.

Rachel Chambers, Miami Consulting, started her own boutique consulting firm after leaving Deloitte. “I was provided, in my short time there, the tools to manage and navigate the world of consulting. I was afforded the opportunity to work with some really talented people and hone in on my consulting skills. I specialize in health care EHR and PBM implementations,” Rachel says.

Roger Chiascione, New York Services, became a senior recruiter at Korn Ferry in January.

Maureen Collins, Charlotte Services, retired from the corporate world in 2012 and started her own retail business, The White Azalea LLC, that same year.

Tim Cooney, Atlanta Consulting, took a position with Delta Airlines to leverage his analytical skill set in strengthening the operation as it navigates out of the pandemic after six years at Deloitte.

Harold Cypress, Washington, DC, Services, became the chief learning officer for the global commercial consulting business at Booz Allen Hamilton, following nine years as managing director and chief learning officer for Deloitte’s Solutions practice. He later retired after nine more years as chief learning officer for a federal IT contractor, a position he loved. Harold now lives in Palm Beach County, Florida, where he conducts leadership training for former clients and joint-venture partners.

Alma Derricks, Boston Consulting, contributed the foreword to A Woman’s Guide To Claiming Space: Stand Tall. Raise Your Voice. Be Heard by Eliza VanCort (Berrett-Koehler Publishers, May 11, 2021). “The unique thing: Eliza lives in Ithaca, New York, and I live in Los Angeles. We were introduced by a friend via video conference at the beginning of the pandemic, became fast friends, and completed the book, audiobook, and virtual book tour without ever meeting in person,” Alma says.

Michael Donatoni, Philadelphia Audit & Assurance, is a senior accountant with Globus Medical.

Zachary D’Ooge, Washington, DC, Consulting, recently moved to own a portfolio of finance technology at Finance of America (FoA). “This directly follows my time at Deloitte, where I led the development of a custom software application for a DoD client,” Zachary says. Outside of FoA, he advises a startup (Bugle Giving) that offers transparency and impact to charity.

Albert Ebini, Rosslyn Risk & Financial Advisory, is an advisory delivery project manager at Infosys Limited.

Douglas Edwards, New York Audit & Assurance, moved to Florida in 2005 and opened a small CPA tax practice, which has been in business for more than 16 years. ”I have written two novels and have just published my third. They are novels about the Vietnam War. I am hard at work on the fourth book,” Douglas says.

Page 8: News About You - Deloitte

8 News About You | April 2022

David Edwards, Raleigh Risk & Financial Advisory, was offered the chief of staff position at MyEyeDr, a growing eyecare and retail company. “It was a very tough decision [to leave Deloitte],” he says.

Hunter Eldred, Stamford Services, transitioned to a new career opportunity with The Walt Disney Company to challenge himself and continue growing both personally and professionally. “I will always value the impact Deloitte delivered in many ways,” Hunter says. “I appreciate all the opportunity and growth Deloitte was able to help me achieve, and am excited for this new step in my journey.”

Andrew Farquharson, Arlington Consulting, accepted a job on Lockheed Martin’s government relations team as a senior government relations representative with a focus on regulatory affairs.

Lance Fournier, Hartford Audit & Assurance, is a partner in the accounting advisory practice of CFGI.

Larry Geimer, Tampa Tax, recently joined the board of the New College Foundation. New College is the honors college in the state of Florida university system. Upon joining the board, Larry has accepted positions of treasurer and the chair of the finance committee.

Madhav Gopal, Washington, DC, Consulting, works at Comcast as vice president of cybersecurity operations.

Todj Gozdeck, Boston Risk & Financial Advisory, joined Marcum LLP in 2021 to lead the delivery of transaction services for middle-market clients.

Alex Graham, Atlanta Tax, is president and founder of Mensura. After many years of establishing a chief-of-staff model for coordinating middle-market M&A transactions, Mensura has dedicated itself to maritime and defense markets. “The work ethic, standards, and character that Deloitte instilled in me all those years ago are used every day,” Alex says.

Britt Groomes, Nashville Audit & Assurance, has been the CFO of EvidenceCare since 2019. EvidenceCare has clinical decision-support tools directly integrated into EHR systems, such as Epic and Cerner, for clinician use in large hospital systems.

Vikas Gupta, Philadelphia Consulting, has taken up the role of a senior director to lead value positioning of SAP’s flagship technology solution, RISE with SAP. In this role, Vikas has the opportunity to assist customers in understanding the business value of SAP solutions. He leads initiatives to conduct value discovery, build business cases, and deliver on the promise of value realization for digital transformation projects.

Neerav Gupta, Stamford Consulting, is currently working as a global delivery head for all MDM/PLM projects under Birlasoft’s consulting arm. “I really appreciate the knowledge and skills I learned at Deloitte, as they helped me reach this position,” Neerav says. Neerav handles the more-than-$20MM portfolio, handling all the client stakeholders as a partner and also helping in upselling new projects at existing clients.

Alex Halper, New York Consulting, is beyond excited to take a passion for AI to a new opportunity at OneReach.ai! As chief customer officer, Alex works on transforming businesses and industries with AI. “My time and experience building the Conversational AI practice at Deloitte was instrumental in preparing me for this challenge—and I am so grateful to everyone who helped me, coached me, and challenged me along the way,” Alex says.

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9 News About You | April 2022

Faithe Hart, Charlotte Services, is coming up on her six-year anniversary with Align Technology, where she leads the function enabling candidate and employee experience journeys around the globe in support of the company’s purpose: transform smiles and change lives. “Or, as I like to say, I now work in the smiles business,” Faithe says.

Christopher Hedges, Boston Audit & Assurance, was recently promoted as the director of operations as well as director of finance at a company that sells and services large format and label printers in the United States. “I am taking on new challenges specific to the supply chain, which are now even more critical than ever,” Christopher says.

Lacey Heggem, New York Consulting, recently left WarnerMedia as the VP, talent leader supporting HR for the ad sales business and will be joining Wiley Publishing to build a People Strategy & Effectiveness function. “Our focus will be on driving innovation and thought leadership in the HR space, overseeing project management for HR and establishing the talent brand for internal and external communications and employee engagement events,” Lacey says.

John Hunolt, Rosslyn Services, was given the role of senior proposal manager within a group of highly talented proposal professionals supporting bids for cloud and data services within the federal government. In less than a year, John was given the opportunity to both learn and apply video editing to create multiple training videos, has presented training to an audience of more than 100 professionals, and redesigned site, all while managing proposals.

Stephen Ingram, Boston Audit & Assurance, retired from Deloitte in June 2017 and joined RSM US LLP as a partner in Boston. Shortly thereafter, he was named the North American TMT industry leader. In this role, Stephen leads 14 local teams, five sector leaders, and more than 25 other senior professionals in building the company’s TMT community, developing knowledge, and driving growth. He and his wife recently relocated to Naples, Florida, where he works out of RSM’s Naples office while still contributing to the team in New England.

Michael Johnson, Boston Services, did a 180 after six great years at Deloitte (and a few more years in corporate recruiting) and opened a brewery in 2021. “It’s been quite the adjustment, but we are doing quite well especially given how tough Covid has been on the industry. I’m proud to have a great and growing brew crew (10 so far), and everyday I apply the lessons and principles I learned at Deloitte,” Michael says.

Janak Joshi, Boston Consulting, after a very successful and thrilling five years building the world’s largest real-world-evidence data network for medical imaging, is happy to announce the launch of his fourth venture, convrg.ai. The company is focused on building the country’s first digital health consumer-engagement network to improve the effectiveness and reach of AI-led communicationst, and to meet privacy and regulatory compliance for pharma. “We have successfully piloted at major hospital systems and are looking for partnerships to accelerate our vision,” Janak says.

Mark Kalen, Boston Risk & Financial Advisory, is happy to announce he’s transitioned from ServiceNow to OneTrust, where he has global responsibility for bringing the company’s GRC and security services offerings to market. “As in the past, I am responsible for driving product strategy, including market positioning and thought leadership,” he says.

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10 News About You | April 2022

Quinn Kampschroer, Lake Mary Consulting, joined Centrical, an Israeli employee success start-up with US headquarters in New York, as a customer success manager, after leavaing the Human Capital OT USDC in August. “Being at Deloitte for two and a half years provided excellent preparation for the role (and industry) I’m in. Many of my colleagues come from the Big Four, and, as consultants, are a great fit for customer success and similar roles. Fun fact: the CEO also came from Deloitte,” Quinn says.

Joan Kato, Washington, DC, Consulting, recently started her own voter engagement firm, CompMo Group. “We’re majority people of color, female-owned, and focusing on voter contact, like voter registration, education, and turnout. We specialize in reaching people-of-color communities,” Joan says. The group also offers a much broader array of person-to-person contact through in-person conversations at doors, events, on calls, texts, and online. “We implement metrics-driven holistic programs; we call this approach ‘Comprehensive Motivational Programming,’ or ‘CompMo,’” she explains.

Debashis Kayal, Philadelphia Consulting, joined Amazon as a technical program manager in Vancouver, Canada.

Faraz Khan, Philadelphia Audit & Assurance, has been with Vision Solar, a solar residential installation company, as a CFO for more than a year. Recently, Faraz was nominated as CFO of the year by the Philadelphia Business Journal.

April Killian, Tampa Consulting, continued to pursue her career in ad technology, specifically by working at various advertising agencies, after leaving Deloitte. In 2021, she accepted a leadership role at Healthgrades.com, which has since become Mercury Healthcare. “I have especially loved learning the challenges and successes of health care advertising and how impactful the work can be. Leading a team of managers and analysts to be the best digital marketers possible is an opportunity I am grateful for and enjoy,” April says.

Sruthi Koti, Hermitage Consulting, is happily married and settled in California. Sruthi has two wonderful boys, ages 6 and 4.

Kurt Kumar, Memphis Audit & Assurance, started a job in the professional services group at Amazon Web Services.

Juliao Lee, Lake Mary Consulting, is a systems analyst advisor with CuraScript SD.

Watson Leffel, Rosslyn Consulting, A GSAP scholar at Columbia Business School, is exploring her passion for the “future of work,” which she cultivated in Deloitte’s Human Capital practice. She is currently working with eLab by Columbia University to accelerate startups and nonprofits in the workforce development and K-12 edTech ecosystem, and she recently published an article in Forbes on how investors and executives can create a more inclusive working world, titled “Making the Future of Work, Work for Everyone.”

Dan Lewisw, Rosslyn Risk & Financial Advisory, became a faculty member at Deloitte University during his time at Deloitte, where he facilitated five courses over a two-year period (while also supporting clients). It was this re-discovery of his passion for teaching that made him want to make a move. “I have since opened a training academy in rural Virginia, where we train or re-train people who have been left behind by the changing nature of work,” Dan says.

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11 News About You | April 2022

Bill Liebler, Charlotte Consulting, was promoted in April 2021 to lead NetSuite’s global value management team. He moved to NetSuite in February 2018 after 16 years at IBM. Bill lead teams based on North America, Latin America, Europe, ASEAN, Japan, Australia, and New Zealand.

Ricardo Lopez, New York Consulting, is an engagement director and program manager at Capgemini.

Greg Lyden, Parsippany Audit & Assurance, is based in Palm Beach Gardens, Florida, and provides consulting services to the multifamily real estate industry.

George Marthinuss, Washington, DC, Audit & Assurance, retired in 2020 after 60 years of working and teaching in public accounting. Now he spends all his time breeding, training, and competing with Chesapeake Bay retrievers in hunt tests and field trials.

Becca Mcbride, Orlando Services, started new role as a talent management partner at Delaware North.

Kerry Mcelroy, Raleigh Audit & Assurance, accepted the position of VP of finance for French Broad Chocolates, based in Asheville, North Carolina.

Dan Mcisaac, New York Audit & Assurance, retired in September 2021. He is currently exploring opportunities as broker dealer and financial services expert witness or SME.

Shelley Mcneill, Tampa Services, proudly serves the Department of Navy and the US Marine Corps as a senior strategic advisor. She is currently driving the road map and implementation of the fleet’s unified experience platform, bringing together more than 700 social accounts; developing a more modern, agile communication channel strategy; and creating a brand and message framework that inspires Americans and its partners by amplifying the honor, courage, and commitment demonstrated by Marines.

Michael Mead, New York Services, recently established his own executive coaching practice. “While it is exciting, it is a little daunting, but I am doing well finding new coaching clients and I am very passionate about coaching. I already discovered the power of using my network and other social media in getting me started in this new adventure,” he says.

Mark Miller, Charlotte Tax, is the sole owner of Smith Miller Buff CPA PA in Morganton, North Carolina, and continues to stay in contact with several Deloitte alumni in the Western North Carolina area.

Terri Milton, Boston Services, was recently promoted from administrative assistant to senior specialist of lab operations with Novartis.

Raghu Mohan, Philadelphia Risk & Financial Advisory, is a senior manager of compliance with AIG.

Andrew Mullen, Tampa Consulting, volunteers at the Pinellas Ex Offender Re-entry Coalition, a nonprofit that helps recently released inmates by providing trades skills training via the Tiny Homes Program, which teaches participants all aspects of building a home on a small scale. Andrew previously rehabilitated and obtained ground-penetrating radar systems to find unknown graves at an abandoned Black cemetery in Mount Dora, Florida.

Aparna Muralidharan, New York Risk & Financial Advisory, has worked for two large nonprofits in the education space and served on the boards of a few New York-based charities since leaving Deloitte with the goal of making an impact in nonprofits. “This is hard, but rewarding, work. Skills that I picked up at Deloitte around relationship-building and outcome delivery continue to serve me well,” Aparna says.

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Lynn Nguyen, Rosslyn Consulting, transitioned to a new role and company, Beamery, after taking 10 months of family leave. She is leveraging her consultative skills and customer success experience to refine and mature the operations of customer success at a Series C talent-life-cycle management scale-up.

Christi Nix Bloomer, Orlando Consulting, recently obtained her PCC from the International Coaching Federation, which is the global governing body for coaches. This is the middle accreditation, and requires coaches to have at least 500 hours of coaching and 125 hours of training. By the end of 2021, Christi reached 1,000 coaching hours! “It’s quite an accomplishment and one that took a fair amount of time and effort (and tracking) to obtain!” she says.

William Obrien, Boston Consulting, retired from Mass General Brigham on October 5, 2021. “I spend a good portion of my week caring for my wife, who has major mobility issues. I also run errands a few days a week for our son at his Italian restaurant,” William says, adding that he spent four weeks in the US Virgin Islands recently. “This summer I will be spending most days at various New Hampshire beaches. I am very much enjoying my retirement!” he says.

Matthew Orbin, McLean Consulting, was promoted from lead business process consultant to senior manager at Kaiser Permanente in November 2021.

Dr. Kenneth T. Parker, Charlotte Consulting, after retiring from Deloitte as a managing director in FSI in 2012, went on to lead major FSI for both Infosys and Microsoft. He retired again in 2020 and now serves on two corporate boards and continues to be active as an executive adviser to major companies. He also owns Souther Williams Vineyard located in Western North Carolina, which opened to the public in April.

Rene Paula, New York Risk & Financial Advisory, is now general counsel of Vaxxinity after taking it public through a traditional IPO in November 2021.

Fred Pennic, Atlanta Consulting, joined Damo Consulting as principal of digital transformation and growth advisory.

Sanja Petracic, New York Audit & Assurance, recently started a new job as CFO of a fast-growing European fintech called Aircash.

Nathaniel Pettit, New York Consulting, will graduate from Columbia Law School in May and join Cravath, Swaine & Moore LLP.

Logan Pratt, Atlanta Consulting, is the co-founder and chief operations officer for Autism in Motion (AIM) clinics. AIM started in February 2018 in Arkansas with one clinic and has grown to 28 clinics across five states, serving more than 500 families in the Southeast. “My experience at Deloitte was instrumental in giving me the skills to start and scale a business,” Logan says.

Gene Procknow, Arlington Consulting, wrote a book, William Hunter, Finding Free Speech, which Sunbury Press published in January.

Brenna Rabinowitz, Miami Tax, was promoted to director of tax at Hugo Boss.

Nelson E. Rincon, Miami Tax, is the CEO of Avzire Consulting LLC and Avzire Private Equity LLC.

David Romola, Rosslyn Consulting, was promoted to COO at Citizant.

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Cree Scott, Atlanta Services, is very excited to share the launch of Serenity Psychological Health & Well-being, a small boutique consulting company focused on bringing human-centric customized solutions within the areas of well-being, leadership development, and DEI into the workplace to help organizations facilitate change and optimize performance and productivity.

Borja Sepulveda Mato, New York Consulting, has been promoted as digital innovation director for the Novartis Pharma Region Europe team. He is responsible for the scale and delivery of digital transformation initiatives, solving critical pain points for health care professionals and patients, and for innovation management.

Raghav Sethi, New York Risk & Financial Advisory, started a job at Google in New York City, with plans to move to the Bay Area in the future.

Deeps Sharma, Atlanta Tax, recently transitioned out of Deloitte and started a new role at Google as a technical program manager in cloud computing. In her new role, she deploys virtual machines across global data centers so enterprises can run their operations on the cloud.

Hena Siddiqui, Rosslyn Risk & Financial Advisory, supports multiple IC customers and has more than 15 years of experience in security.

Eric Sloan, New York Tax, became a partner at Gibson Dunn after leaving Deloitte. Eric continues to spend a lot of time on partnership tax issues, but also works on many other transactions, including public and private M&A, spin-offs, and cross-border reorganizations. He has also continued to give a lot of speeches. Last year, Eric became co-chair of the Gibson Dunn’s global tax practice.

W. Stanton Smith, Greenville Services, founded the Greenville (South Carolina) Area Parkinson’s Society 10 years ago, which has grown from an informal support group of about 20 persons with Parkinson’s and caregivers to about 1,700 individuals participating in a wide variety of seminars and discussion groups. dealing with living with Parkinson’s disease.

Ryan Stewart, Arlington Consulting, has been happily developing his company, RyOne Inc., since leaving Deloitte. It is a small software development company that provides services to government agencies, nonprofits, and other small businesses. “We continue to remain small but continuously satisfy our customers,” Ryan says.

Kiran Talluri, Philadelphia Consulting, is a manager with UCT.com.

Sarah Thomas, Arlington Services, started working part time for a nonprofit that puts out a weekly podcast on health care policy in December. “It has been fun working on coming up with ideas and helping the team learn about the business and policy aspects of the stories. Tradeoffs is funded by philanthropy and aims to tell stories grounded in data.” Sarah says.

Stephanie Topf-Masheb, Jericho Audit & Assurance, is so excited to share that she joined EisnerAmper LLP as the director of independence!

Utkarsh Tulsyan, Hermitage Consulting, works at Deloitte Canada.

Jack Tyniec, New York Consulting, continues to teach an MBA Capstone course in business strategy at DeSales University in Center Valley, Pennsylvania. Jack is also working on developing a one-credit course, “Introduction to Consulting.”

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Marta Vanderstarre, Washington, DC, Audit & Assurance, says her career had evolved from accounting to communications and marketing, but now she combines both skill sets as a real estate broker in beautiful Naples, Florida! “I manage sales and rental-property management in a gated community with more than 600 doors, as well as serve buyers and sellers throughout Southwest Florida. I frequently feel my “audit brain” kick in, so I am continuously appreciative of my experience at Deloitte (and not a little amazed at how much of it I can still remember!),” Marta says.

Kevin Lucas Webb, Boston Risk & Financial Advisory, co-founded a direct-trade coffee company that sources, exports, roasts, and ships Colombian coffee directly to consumers. The company is called Who Is Coffee; it places an emphasis on the stories of Colombian coffee farmers and puts them at the forefront of the brand.

Yilin Wei, Boston Risk & Financial Advisory, recently joined CITIC Group.

Monterio Woodson, McLean Consulting, was recently promoted to AVP, intelligent automation at Cox Enterprises Inc., partnering with integrated business technologies and business stakeholders to establish strategic priorities and plans for delivering business-critical IA capabilities across the organization, high-quality IA solutions, and business value, while driving innovation through enterprisewide understanding and adoption.

Aaron Wright, McLean Audit & Assurance, joined Marcum LLP as a partner in national office, focused on EQR for PCAOB engagements and firm quality initiatives after working three years in the Division of Enforcement & Investigations at the PCAOB.

Amorette Yang, New York Consulting, transitioned to the County of Santa Clara Office of the County Executive Learning Organization, focusing on organizational development, employee well-being, and strategic communications. Amorette has served county COVID-19 efforts as chief editor of the organizationwide newsletter, which is distributed to 22,000 employees and provides critical news and resources. Amorette “joyfully welcomed a second child in 2020!” Additionally, Amorette is finishing a doctorate of education in organizational change and leadership at USC.

Jian Zhou, Jersey City Consulting, is happily married with two boys. Since leaving Deloitte, Jian has managed many projects for Fortune 500 companies and now works at J. Knipper as a senior project manager in Somerset, New Jersey. “I love the New Jersey parks and beaches!” she says.

Rick Zullo, Washington, DC, Consulting, has primarily worked in venture capital (VC) since leaving Deloitte for business school in 2012. In 2019, he co-founded a VC firm, Equal Ventures. The firm is focused on the digital transformation of legacy industries (energy, supply chain, insurance, retail, etc.), investing in founders at the earliest stages. “The experiences, lessons, and network I established at Deloitte have been incredibly impactful in enabling this journey,” Rick says.

WEST

Rajeev Agnihotri, Santa Ana Consulting, works within the global supply chain team at Edwards Lifesciences and recently celebrated 10 years.

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Chaudhary Ahmad Ali, Gilbert Consulting, was named as a FastTrack Recognized Solution Architect of the Year 2022 by Microsoft in the Power BI category. This recognition is awarded to only a few people globally each year.

Christopher Ballard, Santa Ana Consulting, after working in foundation systems implementations, wondered if there might be something more. “A friend had started a small coffee roasting company as a hobby, and it turned into a multimillion dollar e-commerce operation. Very happy to have contributed to that success after a successful career aiding the Fortune 100 to advance sales,” he says.

Lora Burnett-Poepping, San Francisco Services, relocated to Seattle with her husband and began a 13-year career at Microsoft after leaving Deloitte. In 2011, she launched a job-search-coaching and HR services firm, Plum Coaching & HR Consulting, which is now an 18-person practice with clients all over the world.

Kevin Campbell, Costa Mesa Consulting, recently joined Qualtrics’ customer-facing team of EX scientists, a team of in-house I/O psychologists who provide enterprise customers with evidence-based best practices for the use and application of modern employee retention, employee engagement, and employee experience methodologies.

Jillian Chaney, Orange County Services, left Deloitte after more than 18 years in consulting to pursue a Master of Science degree in nutrition. She is now a registered dietitian nutritionist for Landmark Health and the Anaheim Ducks Hockey Club. “While the former is more traditional outpatient dietary consulting to patients with various disease states, my role with the Anaheim Ducks heavily leverages all of the vendor management and logistical planning honed while at Deloitte,” Jillian says.

Maria Ehsan, Los Angeles Services, is loving her current role as a product manager in wealth management.

John Elder, San Francisco Consulting, started a technology-enabled advertising agency called Supernatural Development.

Saammie Govindasamy, Phoenix Consulting, is on a journey to improve the health-care buddy system for nonprofit organizations across the globe. Saammie’s objectives are to “connect, convince, and care” across people, process, and innovation. “Covid, cancer, and other chronic symptoms put human health care, and health care system, under burden and risk,” Saammie says.

Nicole Hutchison, Seattle Audit & Assurance, recently joined Microsoft in SEC reporting and corporate accounting.

Lauren Iglesias, Salt Lake City Audit & Assurance, found a new path in private equity since moving on from Deloitte’s Audit & Assurance business in 2020. As a fund accountant in a midsized practice, Lauren says she’s exposed to so many exciting up-and-coming companies all across the United States. “Preparing quarterly financials for limited partners is only a small part of my day to day. I am also working with our fundraising team and sourcing teams in search of the next great investment,” Lauren says.

Vishal Jain, San Diego Tax, is a tax manager with EY, working mainly on corporate compliance and TARAS.

Sandhyarani Kairam, Gilbert Consulting, joined PayPal as a senior software engineer.

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Joel Koenig, Los Angeles Audit & Assurance, is a full-time volunteer since retiring. He is an English tutor, the Boulder library commissioner, and a Boulder Library Foundation board member. Joel was also named the Open Space and Mountain Parks volunteer of the year. He is a victim advocate with the Boulder Sherriff’s Department and tutors inmates at the Boulder County Jail. Additionally, Joel is a Colorado Alliance of Environmental Educators board member and mentors the homeless at Bridge House.

Ryan Lee, Los Angeles Services, accepted a role as director and finance business partner for BECU, helping to lead a large-scale digital transformation project. Previously, Ryan spent one year building the finance function for a health care startup, Lumedic, and acquiring $28 million in Series B funding.

Lisa Mahlum, Costa Mesa Tax, has been at Walmart for 18 months as the senior manager of Federal Tax Controversy. She lives in Bentonville, Arkansas, with her little dachshund, Gracie, and truly loves what she does!

Kevin Man, Seattle Tax, is a tax director with NBBJ.

Robin Mathew, Los Angeles Risk & Financial Advisory, was promoted to executive at Bank of America.

Natalie Melamed, San Francisco Consulting, after a lot of self-reflection, started a new job as a marketing strategy principal at Palo Alto Networks in December. “It feels good to be a part of a cybersecurity company with a mission of making each day more secure than the one before,” she says.

Kate Morris, San Francisco Consulting, was promoted to senior director at Gong.io in October, and welcomed a baby boy, Miles, in December!

Richard Murphy, Los Angeles Audit & Assurance, recently retired after eight years of service on the Los Alamitos, California, city council, including three years as mayor. He concurrently served as director of the Orange County Transportation Authority and the Orange County Sanitation District. As is common for many CPAs on public boards, Richard oversaw the finance and audit committees.

Ken Parekh, San Francisco Consulting, is enjoying the “best part of life” as a senior executive coach/advisor, focusing on his passion for growing and developing people—a passion that he says was developed during his time at Deloitte Consulting LLP.

Kevin Proulx, Gilbert Audit & Assurance, is furthering his audit career at Singer-Lewak, LLP, with busy season underway!

Giovanni Rodriguez, San Jose Consulting, is founder and CEO of the Silicon Valley Story Lab, a media strategy consulting firm. He is also a long-time opinion writer for Forbes and the founder of the Remote Theater Company, a project born during the pandemic to advance the art of the emerging medium of “live cinema.” The company helps businesses up their game in video-driven engagement.

Brandon Rovell, San Diego Consulting, took a position with the IRS in Las Vegas.

Jeremy Rubell, Salt Lake City Consulting, was elected by his community to serve on the city council of Park City, Utah, for a four-year term that began in January. Jeremy also continues to operate a boutique consulting organization within the utilities industry. Additionally, public board appointments include the Park City Fire District and the Community Renewable Energy Agency, working with Rocky Mountain Power to realize net-100% renewable electricity for communities across Utah by 2030.

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Andi Rusu, Seattle Consulting, left a senior UX manager position at Sonos in August of last year to lead the connected devices product design team at Axon. Andi enjoys the challenge of designing IoT-connected experiences for the first-responder community.

Uday Shinde, San Diego Consulting, has had an exciting journey for the last five years! “I have been able to bring experiences to Lindt to embark on IT transformation projects, which include ERP, planning, omnicommerce, retail platform projects, and organization transformation,” Uday says. On the personal front, both of Uday’s kids are studying at the University of California and pursuing their dreams.

Sallie Smith, San Francisco Tax, became a CPA, educator, franchise owner, household manager, and council member. Most recently, Sallie took a mind-body meditation course.

Brooke Sullivan, Seattle Audit & Assurance, was named vice president, People & Culture of the Seattle Mariners. Brooke is an eight-year veteran of the Mariners Front Office; she began her tenure with the Mariners in 2014 as assistant controller. In 2017, she was promoted to controller. In January 2018, Brooke transitioned to the Mariners HR Department, where she moved up the leadership ladder with her appointment as senior director, People & Culture in January 2020.

David Tearle, Costa Mesa Audit & Assurance, has been the CFO of GIA for 12 years after having a career in “thirds:” one-third with Deloitte UK, one-third with a US publicly quoted pharmaceutical company, and one-third with GIA, a not-for-profit 501(c) 3 and a leader in gemology. “I also serve on the board of the US Jewelers Security Alliance, based in New York, whose mission is to protect jewelers from crime,” David says.

Blake Udall, Phoenix Tax, started working for McAfee in Q4 2021 after almost 13 years at GoDaddy.

Jonathan Wiles, Costa Mesa Consulting, has continued to build skills in finance consulting both through consulting independently (for one year) and now for the last six months at KPMG with its Finance Transformation Consulting practice, working with companies in pet care. “Skills I gained at Deloitte have set me up well for success and have helped me develop into a better leader,” he says.

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