UNC Kenan-Flagler Business School
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Additional Faculty

Mike AguilarMike Aguilar

Mike Aguilar is a senior lecturer of economics at the University of North Carolina at Chapel Hill. He teaches Macroeconomic Theory and Quantitative Financial Economics within the Economics Department, as well as Quantitative Methods in Finance within the full-time MBA Program at UNC Kenan-Flagler. Mike is also the director of the Credential in Quantitative Financial Economics, which is sponsored by and run in conjunction with the NASDAQ Foundation. He is a strong advocate of experiential education, being a long-time coach for the UNC-Chapel Hill College Fed Challenge team and co-founder and president of the Fiscal Challenge. Mike’s research interests center on empirical finance and econometrics, with recent work on inference with heavy tailed processes, portfolio theory, financial market informational efficiency, and private equity through the Kenan Institute for Private Enterprise at UNC Kenan-Flagler. He holds a PhD in economics from UNC-Chapel Hill and a master’s degree in economics from NYU.   


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Wendy Achilles

Dr. Achilles earned her PhD in accounting at Virginia Commonwealth University. She is a licensed CPA in N.C. She began her career in public accounting as an auditor for about a year and quickly realized that she preferred taxation. She transitioned to the tax department where she spent several years in corporate taxation. She then took a position as a tax manager for a multinational corporation located in eastern N.C. where she performed duties such as tax compliance, international tax research, and SEC reporting. Although the corporation was multinational, the corporate office was quite small so Dr. Achilles gained experience in taxation, financial reporting, and a limited amount of experience in project management. She left industry in 1999 to pursue a career in academics. Her research interests include accounting education and online learning retention strategies.


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Alisa Agozzino

Alisa Agozzino, Ph.D., APR, is an experienced instructor and expert of Public Relations Writing and Research, Business and Professional Speaking, Communication Research Methods, Digital Branding, Principles of Social Media, Public Speaking and Publicity, Media and Campaigns. She has received numerous awards for teaching, including the international Pearson Award for Innovation in Teaching with Technology. Dr. Agozzino’s current research agenda examines how social media or digital platforms impacts different industries. Her work has been published in over 20 academic and trade publications. When not teaching at UNC, she serves as program head and Assistant Professor of PR at Ohio Northern University. She holds degrees from Bowling Green State University (PhD, MA) and Ohio Northern University (BA).


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Jason BoothJason Booth 

Jason Booth is a principal at a boutique Los Angeles firm, Green Hasson Janks, where he leads the firm’s international tax practice and health and wellness niche.  He has more than 13 years of experience in public accounting and specializes in international tax consulting assisting both U.S. companies with operations overseas as well as non-U.S. companies with various U.S. inbound issues. 

Jason’s industry focus and expertise is health and wellness, however, he has extensive experience across a variety of other industries including private equity, entertainment, real estate, consumer products and technology.  He started his career at KPMG in San Francisco before taking back-to-back overseas assignments with EY in Sydney, Australia, and Munich, Germany. While overseas, Jason represented EY as part of its U.S. tax desk and focused on U.S. international tax planning and transactional work (M&A and tax due diligence). Since repatriating to Los Angeles in 2014, he continues to consult on both U.S. inbound and outbound tax planning and advises clients on an array of U.S. federal and international issues, including finance structuring, tax structuring, intellectual property planning, repatriation and foreign tax credit strategies, tax deferral strategies, cross-border M&A structuring and general tax compliance issues. Although his academic/teaching background is limited to the professional world, Jason brings practical solutions and “real world” application to the classroom in the international tax area. He received his master’s in professional accounting (taxation) and BBA from the University of Washington. He is a certified public accountant in California.

William CollinsWilliam Collins

William Collins’ research interests include investigating the impact of organizational differentiation and leadership on employee commitment, engagement and performance. He has experience in such industries as banking/finance, manufacturing, ICT, educational, logistics, business services and pharmaceuticals.
Previously, Professor Collins lived in Spain and taught executives at Instituto de Empresa in Madrid, where he was also the director of the Human Resource Center, a not-for-profit project which co-sponsored by Instituto de Empresa, Airtel and IBM. He was also a human resource consultant at Towers Perrin (now Towers Watson), one of the world’s largest global management consulting firms in Atlanta, Georgia. He received his PhD and master’s degrees in industrial and organizational psychology from Georgia Institute of Technology. He did his undergraduate work at Texas A&M University.


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Amanda ElderAmanda Elder

Amanda has worked with CohnReznick (formerly Reznick Group) in Charlotte, North Carolina, and Los Angeles since September 2008 in the audit and assurance department and now supports the national office. She’s a certified public accountant in both North Carolina (2010) and California (2012). She received a bachelor of science in accounting from UNC Asheville and a master of accounting from North Carolina State University. She enjoys volunteering in her community at events such as the breast cancer walk, food-drive for LA Food Bank and cheering at Special Olympics.  


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Frances EllingtonFrances Ellington

Frances Ellington specializes in taxation within the media and entertainment industry. Prior to joining Green Hasson Janks, Frances served as tax manager at Fox Entertainment Group, Inc. and as tax manager at Deloitte Tax, LLP in Los Angeles, where she provided tax planning and guidance for corporate and flow-through entities, participated in tax compliance, and represented clients in state and local tax audits. She began her career with Deloitte Tax, LLP in Charlotte, North Carolina, and has worked on federal and state tax issues across the country.  As an experienced consultant, she completed three international rotations in India with Deloitte Tax, LLP.
 
Frances is an active CPA in California and North Carolina, and she served a two-year appointment on the Audit Subcommittee of City Council for the City of Santa Monica, California, through June 2017.
 
Frances graduated with distinction with a bachelor of science in business administration and master’s in accounting from UNC Kenan-Flagler. She is a student in the Doctorate of Business Administration program at Grenoble Ecole de Management in Grenoble, France.  Her research focuses on the volatility of state tax revenue as it relates to corporate income tax reporting methods. 


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Joshua HolleyJoshua Holley

Joshua is a veteran of Big 4 accounting, having worked in New York focused on the technical accounting related to IPO and M&A transactions. After leaving Big 4 practice, Joshua started his own company providing fractional CFO services to early-stage, high-growth startups before moving to his current role as Executive Vice President at Gnomish Hat, a subscription box business. He holds a Masters of Accountancy from the Owen Graduate School of Management at Vanderbilt University and a Bachelor’s of Science in Business Administration from the University of Tennessee at Knoxville. He is a CPA and Certified Internal Auditor. Previous to his university studies Joshua was enlisted in the US Marine Corps. 



Philip HowardPhilip Howard

Philip Howard received his PhD in finance from UNC Kenan-Flagler. He also holds masters and bachelors of science degrees in statistics and operations research from the Department of Statistics and Operations Research at UNC-Chapel Hill. His area of research is international macroeconomics and finance. His job market paper “Asset Pricing at the Zero Lower Bound” explores the asset pricing implications of constrained monetary policy during the Great Recession. He also serves as a visiting professor of finance at Wake Forest University's School of Business.


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Ashraf JafferAshraf Jaffer

Ashraf Jaffer focuses her research on the theoretical issues of incentive compensation design, issues of information in capital markets, corporate finance and market microstructure. Her research includes incentive problems in organizations created by compensation in tradable securities, especially disclosures of insider trading. Professor Jaffer teaches managerial accounting. She is finishing her dissertation at the London School of Economics, where she received a master's degree in accounting and finance with distinction. She received a BA in economics with honors from Grinnell College.


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Sadaf JawahirSadaf Jawahir

Sadaf Jawahir received both her BSBA and MAC from UNC Kenan-Flagler, where she also served as a teaching assistant for Management & Corporate Communication and Managerial Accounting. Her interaction with exchange students as president of the International Business Club at UNC Kenan-Flagler sparked Sadaf’s interest in cross-cultural communication. Sadaf has worked in a variety of industries ranging from audit at a Big 4 firm to human resources at a smaller healthcare company. Currently, Sadaf works in Executive Compensation at Credit Suisse.


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Lynn Comer JonesLynn Comer Jones

Lynn Comer Jones’ professional experience includes Big 4 public accounting, Fortune 500 financial services and owning a sole proprietorship.  She completed her PhD at Georgia State University, her MS in accounting (taxation) at Appalachian State University; MAcc (audit and systems) at the University of Georgia; and BA (cum laude) in economics at St. Andrews University.

Her research interests include taxpayer equity, tax policy and income shifting.  Dr. Jones has published in The Tax Adviser, The CPA Journal, The ATA Journal of Legal Tax Research, Issues in Accounting Education, and has reviewed for multiple academic journals and conferences.  She is a member of the American Accounting Association (AAA), the AAA’s Diversity Section and the AAA’s American Taxation Association (ATA).  She serves as ATA VP-elect and has served as an ATA trustee and as secretary.
  
Prior to pursuing a PhD, Dr. Jones served as a guest lecturer in Appalachian State University’s Walker College of Business.  For over a decade, she served on the University of North Florida’s (UNF) Coggin College of Business faculty and as associate dean for accreditation, assessment and continuous improvement.  Dr. Jones was active in Coggin’s study abroad programs and received a UNF Transformational Learning Opportunity Grant. She was a multiple-time finalist for various UNF teaching awards.  She served on faculty and as accounting department head in Valdosta State University’s (VSU) Langdale College of Business, and received a VSU Faculty Research Seed Grant.

Dr. Jones’ community engagement includes service as an advisory member to a local church’s finance committee and as UNF faculty liaison for Volunteer Income Tax Assistance. She taught CPA Continuing Professional Education at UNF and local chapters of the Florida Institute of CPAs and the GA Society of CPAs.  


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Chris KennedyChris Kennedy

Chris Kennedy teaches courses in modeling and analytics for business and accounting. He also assists students with general MBA course material on finance topics. Professor Kennedy is currently responsible for the governance of models at Regions Bank in Birmingham, Ala. He is also a co-founder and adviser of multiple startups, some of which are in the Fintech space. Prior work includes banking quantitative audit modeling and analytics, corporate finance, credit modeling, accounting, engineering research, population health-care quality management, retail operations and regulatory compliance. He received his PhD in nuclear engineering from North Carolina State University and graduated Beta Gamma Sigma with an MBA from UNC Kenan-Flagler Business School.

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Griffin KennedyGriffin Kennedy

Hailing originally from Wilson, NC, Griffin Kennedy received both his Bachelors in Economics and Masters of Accounting degrees from UNC-Chapel Hill. After graduating from Kenan-Flagler’s MAC program, Griffin worked for PricewaterhouseCoopers (PwC) in its assurance practice and specialized in the audits and control implementation of life science, manufacturing, and non-profit companies. He then took the skills learned on the job with PwC to Square1 Bank, where he worked as a portfolio analyst within the life science practice to provide venture debt to start-up companies up and down the eastern seaboard. Most recently, Griffin has become a partner with an ownership stake in a restaurant group with multiple operations around Chapel Hill and its neighboring counties. He is both honored and thrilled to be able to leverage both his passion for accounting and his real-life experiences to help educate students at his beloved alma mater.  

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Rick Kesler

Rick Kesler has a strong background in analytics and business management. He earned a bachelor's degree in Chemical Engineering from Brigham Young University and worked in the chemical industry in R&D engineering, process engineering, marketing analytics. He earned an MBA from UNC Kenan-Flagler and has worked in project management and current business management in the tech industry.


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Brad LindseyBrad Lindsey

Brad Lindsey's primary research interests are in corporate tax avoidance, international taxation, accounting for income taxes, and capital markets. Dr. Lindsey's research has been published in the Journal of Accounting Research, Journal of Accounting and Economics, and Journal of Financial Economics, among other academic research outlets.
 
Dr. Lindsey earned his PhD in business administration with an emphasis in accounting from the University of North Carolina at Chapel Hill in 2006. Prior to beginning his doctoral studies, Dr. Lindsey graduated with bachelor's and master's degrees in accounting from Brigham Young University (1996) and worked first for Deloitte, and then EY, where he was promoted to senior manager. Before joining the USU faculty, Dr. Lindsey held faculty appointments at the College of William & Mary and North Carolina State University.

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Daisy LovelaceDaisy Lovelace

Daisy Lovelace, Ph.D., teaches communication and leadership courses. Her professional interests include management communication, interpersonal communication and conflict resolution, inclusive excellence, crisis communication, strategic planning, persuasion, and influence. When she isn't teaching, Lovelace serves as a corporate consultant and executive coach. She earned her doctorate from the University of Virginia. In addition to teaching at Kenan-Flagler, she has held faculty posts at the Kelley School of Business at Indiana University-Bloomington, Duke University, Princeton University, the University of Virginia, and Sungkyunkwan University in Seoul, Korea. She also teaches courses on LinkedIn Learning/Lynda.com.

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Shana Lyman

Shana Lyman has worked in the field of accounting and tax for more than 20 years. She began her career in public accounting with Arthur Andersen in its tax practice in Atlanta. She has since worked with several high net worth families in Atlanta, a boutique firm that serviced high net worth families throughout the country and, then again, back in public accounting as a senior manager in corporate accounting and tax, servicing mainly small- to medium-size businesses and their entrepreneur owners. Shana is a CPA in Marietta, Georgia, and graduated from Auburn University with a bachelor of science in International Business. Shana graduated with distinction with a master’s in accounting from The University of Georgia with a tax concentration.

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Shelby N. PohlmanShelby N. Pohlman, CPA 

Twenty years of experience in several dynamic firms have contributed to Shelby Pohlman's expertise in individual, partnership and S-Corporation tax compliance and consulting. 

After graduation from UNC Kenan-Flagler Master in Accounting Program, Shelby began her career with BDO Seidmann, LLP (BDO) in Charlotte, North Carolina, where she was first exposed to tax compliance and consulting for high-net worth individual clients and their closely held businesses. Continuing to build on this expertise, in June 2000 Shelby left public accounting and accepted a position at Paul G. Allen's management company Vulcan Northwest (now Vulcan, Inc.). She worked directly with the director of tax at Vulcan, Inc. and KPMG, LLP overseeing the tax compliance and consulting for more than 100 of Allen's flow through entities and the personal tax return for Paul G. Allen.  In early 2002, Shelby moved back to Chapel Hill to open her own CPA firm that focuses on timely delivery of a high-quality tax product as dictated by the needs of each individual client. 

In 2005, Shelby accepted a lecturer position at UNC Kenan-Flagler Business School teaching individual income and business taxation as well as taxation of partnerships and S-corporations.  Shelby rejoined UNC Kenan-Flagler Business School as a lead and coordinating faculty in the MAC Online Program.

Shelby received a BSBA and MAC degrees from UNC Kenan-Flagler. 


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Mandy SayerMandy Sayer

Mandy Sayer is an audit leader with experience in both internal and external auditing for a variety of industries. She is a senior internal audit director at TIAA, a financial services company, based in Charlotte, North Carolina. She has also served as the director of internal audit for a global manufacturing company, a consultant specializing in audit and investigations at Protiviti, and a financial statement and controls auditor at PricewaterhouseCoopers.  

Mandy received her MBA from UNC Kenan-Flagler and has undergraduate degrees in accounting and finance from Georgia Southern University. She a Certified Public Accountant, Certified Internal Auditor, Certified Fraud Examiner, Certified Anti-Money Laundering Specialist, and Certified in Risk Management Assurance. 


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Alexis Sexton

As a California native, Alexis Sexton received a bachelor’s degree from UC Davis, a Master of Public Health from San Diego State University, and an MBA from UNC Kenan-Flagler. Alexis has spent the last decade in Academic Healthcare Administration at the University of California – at both the San Diego and Los Angeles campuses. From Infectious Diseases, to Hemophilia, to Psychiatry, she works with stakeholders at all levels to engage, communicate, and progress developments in care paradigms. 


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Tom StaabTom Staab

Tom Staab joined BioCryst Pharmaceuticals, Inc. as its Senior Vice President, Chief Financial Officer and Treasurer in July 2011. Mr. Staab has extensive experience with the financial stewardship of publicly-traded companies, drug development, commercialization of pharmaceutical products and raising capital through strategic partnerships, equity, and debt financings. Previously, Mr. Staab served as Executive Vice President, CFO and Treasurer of Inspire Pharmaceuticals from May 2003 through its $430 million acquisition by Merck & Co., Inc., in May 2011.

Prior to joining Inspire, he held senior financial positions, the most recent as Acting CFO and Treasurer of Triangle Pharmaceuticals, Inc., through its $480 million acquisition by Gilead Sciences, Inc. Additionally, Mr. Staab spent 8 years working for PricewaterhouseCoopers LLP, providing audit and business advisory services to national and multinational corporations in the biotechnology, pharmaceutical, pulp and paper, and communications industries. Mr. Staab also serves on the Executive Committee of the Board of Directors of the North Carolina Biosciences Organization, and has previously served as the Chairman of its Executive Committee and as the Chairman of its Audit Committee.

Tom is a Certified Public Accountant and received a BS in Business Administration and a Master of Accounting from the University of North Carolina at Chapel Hill.


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John SteigerwaldJohn Steigerwald

John Steigerwald teaches courses in Business Analytics, Innovation and Technology Management. He is a double-graduate of UNC, earning his BSBA with an emphasis in finance and his MBA. John is active at UNC Kenan-Flagler, acting as a coach and mentor in the Launch the Venture entrepreneurial course.

John has worked in the technology market for his entire career starting at IBM in networking products, including a stint as the product management executive for Networking Hardware. He worked at a Research Triangle Park startup, Ganymede Software that was acquired by NetIQ where he attained the position of senior vice president of engineering. John returned to IBM as a product management executive in the Tivoli software division. John is a consultant specializing in areas of strategy, acquisitions, partnership development, product management and corporate development. Additionally John works as a tech industry analyst doing research and publishing in areas of systems management, cloud computing and security.


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Mike SzalkowskiMike Szalkowski

Mike Szalkowski currently runs a family office for a high net worth individual that sold their business to Berkshire Hathaway in 2001. In that capacity, he is in charge of investments, accounting, income tax preparation, and estate planning. Mike began his career in 1988 at Arthur Andersen in the tax department, where he was instrumental in establishing its investment advisory practice. In 1996, he left Andersen to join Ernst & Young to run their high net worth practice in the Atlanta office. Mike received a BBA in Accounting from Oglethorpe University in Atlanta. After attending the MBA@UNC program in 2013, Mike obtained his MBA from the UNC Kenan-Flagler Business School.


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Binyam TaddeseBinyam Taddese

Binyam Taddese is a rates and credit analyst with Trust Capital in Mumbai, India. He leads the team responsible for all rates and credit research. He conducts fundamental financial and macro-economic analysis and publishes research reports which enable investing clients to navigate risk and stay abreast of the drivers affecting their investment success.

Prior to Trust Capital, Binyam held various roles in finance and economics including an investment banking position with Bank of America Merrill Lynch and economic consulting roles with Analysis Group and Cornerstone Research.

Binyam is a graduate of the UNC Kenan-Flagler MBA Program with a focus on corporate finance.


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Karen TrottKaren Trott

Karen has been working in the field of accounting for more than 20 years, primarily in the areas of individual, partnership, S corporation, and estate and gift tax.  She  spent 10 years with Deloitte LLP and served as a senior manager in its private client advisors group where she was responsible for all aspects of tax planning and financial planning for her high-net worth clients.  

In addition, she served as vice president with U.S. Trust Company in its wealth management group where she assisted clients with all of their financial needs including estate and gift planning as well as trust administration.  She is a professor of the practice at atUNC Kenan-Flagler, teaching a course in flow-through entities taxation (partnership and S corporation).  In addition, Karen manages her own business providing family office services for two high net-worth families handling all of their investment, financial, and estate matters. She also authors and updates tax related courses for Thomson Reuters Corporation.  

In addition to holding her CPA license, Karen holds the certified financial planner (CFP) designation conferred by the Certified Financial Board of Standards and is a member of the AICPA. She earned a Master of Accounting and a Bachelor of Science Business Administration degrees from UNC Kenan-Flagler.


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Casey WentzCasey Wentz

Casey Wentz is an attorney and Certified Public Accountant in Cary, North Carolina.  He graduated from UNC Kenan-Flagler with a bachelor of science in business administration and Master of Accounting degrees. Casey also graduated from the UNC School of Law in 2014 and has been working with Barringer Sasser, LLP since then.  

His areas of specialty include business/corporate transactions, contract law, corporate and individual taxation and commercial real estate/

Casey first began working in the legal industry with Larry W. Pitts, Attorney at Law, in Newton, North Carolina, in the areas of estate, tax and trust planning and administration, and closely held business transactions.  He also served for many years as the attorney for the City of Newton, and was involved in matters including land use planning, zoning, local government litigation, and local government budgeting and financial operations. 

Casey “grew up” working for Debora B. Wentz, CPA, in tax, audit and attestation accounting matters. He helped complete tax return preparation for more than 500 individuals, small businesses and nonprofit organizations each tax season from 2005 through 2015. After tax season was over, he completed audit and attestation services, usually focusing in the governmental and non-profit sectors. 

During Casey’s second year at UNC Law School, he was asked by Senator Tamara Barringer to work as a legislative assistant during the 2013 “long session” of the General Assembly. 

Deploying his knowledge as a tax return preparer and his legal and accounting research skills, Casey worked closely with numerous state legislators, legislative and executive branch staff, and several lobbyists to forge the 2013 major reforms to North Carolina state tax law. He also helped pass extensive changes and updates to both North Carolina’s LLC laws and our Business Corporation Act.  

Casey is a member of the North Carolina Association of CPAs, the AICPA, the Tenth Judicial District Bar and the NC Bar Association.   


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Libby WhitakerLibby Whitaker

Libby Whitaker graduated from UNC Kenan-Flagler with both a BSBA and a Master of Accounting. Upon graduation, she joined Ernst & Young as a researcher in its national accounting services department in New York. After spending a year in the national office, she moved into audit roles in the Raleigh and Grand Cayman, BWI offices. Since leaving public accounting she has worked in the telecommunications industry and is working in the financial services industry in an accounting policy role with Credit Suisse.  

Prior to joining Dr. Jana Raedy's team as an adjunct professor for the Financial Reporting courses, Libby assisted Dr. Raedy in developing her Financial Reporting asynchronous material and text book.


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Sean Williams

Sean D. Williams, PhD has taught business and professional communication for over 20 years in universities and corporations. Williams’ major areas of interest include entrepreneurship as a communication practice and workplace collaboration. He has received National Science Foundation support and has published extensively, investigating communication and how the Internet amplifies and expands ways of building and sustaining personal relationships, particularly within the context of entrepreneurship. He currently collaborates with researchers from four continents to collect and analyze the stories from entrepreneurs across the world to see how those stories compare with local cultural values as well as with received research in entrepreneurship. Williams also has consulted extensively in industry and the public sector on communication topics. Williams has founded or co-founded four companies and he also participates in the Upstate Carolinas Angel Investor Network (UCAN) in addition to serving on the board of a South Carolina incubator. Williams holds degrees from the University of Utah (BA), Arizona State University (MA), Clemson University (MBA) and the University of Washington (PhD).


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Wendy WilsonWendy Wilson

Wendy Wilson specializes in teaching financial reporting and tax courses at the undergraduate and graduate levels. Wendy has been teaching for 12 years, and is a Professor of Practice in Accounting at UNC Kenan-Flagler and Southern Methodist University. She began her career in academia after earning her PhD in accounting from UNC-Chapel Hill. Prior to this, Wendy worked as a tax consultant for Arthur Andersen, LLP in Miami, Florida. Professor Wilson earned a MS in accounting from The University of Virginia and a BA in accounting and finance from Florida State University. 


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