Geller & Company
Founded: 1984 Subsidiaries: Geller Family Office Services LLC, Geller & Company LLC, Asset Management Arm, Geller Services LLC
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Geller & Company Employees
Geller & Company May 2015 - September 2015
DDK & Company LLP January 2015 - April 2015
HELEN MILLS Event Space and Theater September 2013 - December 2014
Quality Laboratory Service March 2011 - September 2013
Skills
Accounting, Accounts Receivable, Accounts Payable, QuickBooks, Invoicing, Account Reconciliation, General Ledger, Bank Reconciliation, Journal Entries, Medical Billing, A/R collections, Verification, Client Billing, Claims Handling, Health Insurance, Sales Tax, A/R Collections, PowerPoint, Microsoft Office, Microsoft Word, Financial Reporting, Microsoft Excel, Financial Accounting
Education
City University of New York-Baruch College 2012 — 2016
Bachelor's degree, Accounting
Redstone Partners LLC March 2010 - Present
American Conference Institute September 2009 - November 2009
Geller & Company November 2006 - December 2008
Krisam Group April 2005 - November 2006
Bank of New York Mortgage Company December 2002 - April 2005
Skills
Email Marketing, Competitive Analysis, Lead Generation, Marketing, Business Development, Start-ups, Market Research, New Business Development, Advertising, Direct Marketing, Sales, Budgets, Marketing Strategy, Online Marketing, SEM, Strategy, Executive Management, Leadership, Strategic Partnerships, Entrepreneurship, Management, Social Media Marketing, Business Strategy, SaaS, Online Advertising, Product Management, Analytics, E-commerce, Outsourcing, CRM, Digital Strategy, Salesforce.com, Product Marketing, Digital Marketing, Professional Services, Digital Media, Mobile Marketing, Integrated Marketing
Education
American University - Kogod School of Business 1998 — 2002
BSBA, Marketing and Business Information Technology
Scarsdale High School 1994 — 1998
Nestlé Waters North America May 2013 - Present
Nestle Waters April 2009 - May 2013
Nestle Waters June 2008 - March 2009
Nestle Waters June 2006 - 2008
Nestle Waters February 2005 - June 2006
Geller & Company November 2003 - February 2005
PepsiCo November 1999 - October 2003
Gunne Lernihan and Dillon September 1996 - September 1999
Skills
Managerial Finance, Management, P&L Management, Business Strategy, Business Planning, Financial Analysis, Financial Modeling, Accounting, Trade Promotions, Corporate Finance, Forecasting, Market Analysis, Customer Insight, Budget Setting
Education
Chartered Accountants Ireland 1996 — 1999
FCA, Accounting
University College Dublin 1992 — 1996
BComm, Masters of Accounting, Business and Accounting, Honors
Geller & Company September 2014 - Present
Winged Keel Group June 2013 - September 2014
Winged Keel Group May 2012 - May 2013
Copal Partners January 2012 - May 2012
Skills
Financial Accounting, Project Management, Corporate Finance, Microsoft Office, Cost Accounting, QuickBooks, US GAAP, Accounts Receivable, Invoicing, Internal Audit, Financial Statements, Finance, Bank Reconciliation, Bookkeeping, Tax
Education
City University of New York-Hunter College 2009 — 2013
Geller & Company January 2015 - Present
Thomson Reuters January 2013 - January 2015
Thomson Reuters June 2012 - January 2013
Grapevine Wine and Spirits March 2011 - January 2013
Skills
Accounting, SAS, BEx Reporting, BEx Analyzer, SAP, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Analysis, Data Analysis, Financial Analysis, Business Analysis, Financial Reporting, Research
Education
Hunter College 2009 — 2012
Bachelor's degree, Accounting
Cardinal Spellman 2004 — 2008
Regents Diploma
World Economic Forum November 2007 - Present
National Association of Black Accountants (NABA) 1992 - 2015
Your Brownstone Business 2009 - 2014
Mitchell & Titus, LLP 2005 - 2007
Geller & Company 2004 - 2005
BOWNE OF NEW YORK CITY 1998 - 2004
KPMG US September 1994 - January 1998
Modelling in New York 1982 - 1990
Skills
Financial Reporting, Accounting, Due Diligence, Financial Accounting, Nonprofits, Financial Analysis, QuickBooks, Tax, IT Audit, Risk Management, Business Strategy, Change Management, Microsoft Excel, CPA, Investments, Internal Controls, Corporate Tax, US GAAP, Auditing, Finance, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master's Degree, Financial Statement Analysis & Security Valuation
Baruch College 1990 — 1994
Bachelor of Science (B.S.), Accounting
Geller & Company January 2015 - Present
Frank, Rimerman + Co. LLP December 2010 - January 2015
Skills
Tax Research, ProSystem fx Tax, Partnership Taxation, Corporate Tax, GAAP, US GAAP, Tax Accounting, Tax, Income Tax, Tax Preparation
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master's degree, Taxation, 3.7
Baruch College 2005 — 2009
BBA, Accounting, 3.3
Prudential Financial April 2015 - Present
Prudential Financial April 2013 - April 2015
Prudential Financial May 2011 - May 2013
Chromalloy March 2009 - February 2011
PLM Trailer Leasing September 2007 - November 2008
Geller & Company May 2006 - September 2007
Beard Miller Company 2005 - 2006
Skills
Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Accounting, Variance Analysis, Auditing, Budgets, Analysis, Finance, Financial Statements, Strategic Planning, Business Analysis, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Financial Accounting, Income Statement, GAAP, Cash Flow Forecasting, Project Management, SEC filings, Process Improvement, US GAAP, Internal Controls, Accounts Payable, Microsoft Excel, Budgeting, Corporate Finance, Strategy
Education
University of Maryland College Park 2013 — 2014
Master of Business Administration
University of Maryland College Park 2010 — 2013
Master of Science
Cazenovia College 2001 — 2004
Bachelor of Science
Disney Interactive Media May 2012 - Present
Retensa September 2006 - Present
Babble Media Babble.com November 2009 - December 2014
Nerve Media November 2009 - December 2012
F+W Media, Inc. October 2009 - May 2012
Cervalis August 2009 - May 2010
Geller & Company August 2009 - August 2009
ExamSoft July 2009 - July 2009
Morrison & Foerster LLP November 2007 - January 2009
Hrbek Law 2008 - 2009
Education
City University of New York-Hunter College 2010 — 2011
Graphic Design
City University of New York - New York City College of Technology 2001 — 2007
Bachelor of Technology, Computer Systems Technology
Handy HQ April 2014 - Present
Geller & Company January 2012 - April 2014
Geller & Company March 2004 - December 2011
Time Inc. December 1998 - February 2004
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Corporate Finance, Accounting, SAP, Internal Controls, General Ledger, Variance Analysis, Sarbanes-Oxley Act, Financial Services, Process Improvement, Financial Accounting, Consolidation, US GAAP, Strategic Financial..., Hyperion Enterprise, Finance, Account Reconciliation, Financial Forecasting, Financial Statements, GAAP, SEC filings, Hyperion, Financial Planning, Cross-functional Team...
Education
Fairleigh Dickinson University 2001 — 2003
Master of Business Administration (MBA), Finance
Baruch College 1998 — 2001
Bachelor of Business Administration (BBA), Accounting
Boston University
Certification, Financial Planning (in progress)
Geller & Company April 2015 - Present
AXIS Capital November 2007 - March 2015
Microsoft January 2007 - November 2007
GMAC Financial Services May 2006 - January 2007
UBS FInancial February 2006 - April 2006
JPMorgan Chase 2000 - 2005
Skills
Application..., Citrix, Application Packaging, Windows Server, App-V, VBScript, VMware ESX, Powershell, Active Directory, IT Management, Microsoft Technologies, VMware Infrastructure, System Deployment, SCCM, Virtualization, Hyper-V, SDLC, Requirements Analysis, Vendor Management, VMware, Integration, IT Strategy, ITIL, Disaster Recovery, DNS, Enterprise Architecture, Group Policy, Solution Architecture, IT Infrastructure..., Leadership
Education
Bangalore University
B.S (4 year Degree), Electronics and Communication Engineering
St. Joseph's High School
Management Leadership for Tomorrow June 2013 - Present
Bank of America June 2014 - August 2014
Sponsors for Educational Opportunity December 2013 - August 2014
UHY LLP June 2014 - June 2014
Geller & Company October 2013 - May 2014
TIAA-CREF June 2013 - August 2013
Credit Advocate Counselng Corp January 2013 - June 2013
Skills
Microsoft Office 2007, QuickBooks, Microsoft Excel, iWork, Accounts Payable, PowerPoint, Account Reconciliation, Microsoft Word, Outlook, Bookkeeping, Accounts Receivable, Financial Accounting, Spreadsheets, Accounting, Microsoft Office, Tax, Tax Preparation, Access, Financial Statements, Payroll, Finance
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
CUNY Bronx Community College 2010 — 2012
Associate of Science (A.S.), Accounting
Ambit Energy February 2009 - Present
NYPD May 2007 - Present
The New York Times August 1996 - Present
Prosper Marketplace April 2008 - April 2008
NYPD June 2006 - May 2007
NYPD July 2002 - May 2006
School of Visual Arts July 2001 - July 2002
New York Post May 2001 - August 2001
Geller & Company June 2000 - March 2001
Argo International Corporation June 1995 - June 2000
Skills
Accounting, Budgeting, Strategic Planning, Team Building, Planning, Professional Networking, Affiliate Marketing, System Administration, Budgets, Payroll, Business Planning, Customer Service, Management, Teamwork, Microsoft Excel, Project Planning, Training, Internal Controls, New Business Development, Coaching, Recruiting, Auditing, Accounts Receivable, General Ledger, Business Networking, Finance, Business Analysis, Business Development, Analysis, Forecasting, Team Leadership, Entrepreneurship, Leadership, Project Management, Business Strategy, Small Business, Financial Analysis, Accounts Payable, Time Management, Data Analysis, Due Diligence, Business Process..., Executive Management, Management Consulting, Interviews, Software Documentation, Strategy, Access, Policy, Consulting
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
Bachelor of Business Administration, Accounting
The College of Insurance 1987 — 1990
transferred, Actuarial Science
Monsignor Farrell High School 1984 — 1987
HS Diploma, General Studies; excelled in math and science
Geller & Company September 2013 - Present
Consultant January 2011 - August 2013
The Children's Place Retail Stores November 2008 - December 2010
Lexis Nexis a Reed Elsevier Company February 2006 - November 2008
Datascope now Maquet November 2004 - November 2005
Cendant March 2003 - November 2004
Cendant 2003 - 2004
Cendant 2003 - 2004
Cendant 2003 - 2004
Toys R Us February 2001 - March 2003
Skills
Forecasting, E-commerce, Strategic Planning, Management, Strategy, Business Analysis, Essbase, Revenue Forecasting, Cash Flow, Business Planning, Hyperion Enterprise, Cash Management, Business Intelligence, Data Analysis, Hyperion Planning, Supply Chain, Web Analytics, PeopleSoft, Business Modeling, Depreciation, US GAAP, Accounting, Financial planning and..., Budgeting & forecasting, eCommerce Strategy &..., e-commerce operations, Balance Sheet, Web Development, Revenue Recognition, Project Finance, Database Design, Data Mining, Database Administration, Oracle E-Business Suite, Oracle Financial, Specialty Retail, Cross Functional Team..., Enterprise Systems..., Monthly Close Process, Revenue Management, Hyperion, Problem Solving, ROI development, Statistical Modeling, Financial & Operational..., Financial Planning, Corporate Finance, Analysis, Finance, Retail
Education
New Jersey City University 1998 — 2000
B.S, Finance & Computer Science
Borough of Manhattan Community College 1992 — 1996
A.A, Business Administration
St Peter's College, Colombo 1979 — 1990
GCE 'O' Level
Geller & Company January 2012 - Present
Chartis Insurance July 2007 - December 2011
ITOCHU Corporation 2001 - 2007
PEPSI COLA BOTTLING CO. OF N.Y. 1999 - 2001
Skills
Consolidation, Business Analysis, Budgeting, Forecasting, Financial Reporting, Financial Planning, SAP, HFM, Hyperion, Hyperion Enterprise, SAP BW
Education
City University of New York-Brooklyn College 1992 — 1997
BS
Merrill Lynch September 2015 - Present
Circle Advisers, Inc. December 2012 - Present
Circle Advisers, Inc. July 2011 - Present
Geller & Company January 2011 - May 2011
Penn Mutual Life Insurance Company September 2010 - December 2010
Staples August 2007 - May 2010
Skills
Adobe Creative Suite, Search Engine..., Marketing Management, Event Planning, Customer Relations, Website Development, Graphic Design, Google Webmaster Tools, Google, Supplier Management, Referrals, Client Retention, Client Service, Client Relationship..., Microsoft Office, Microsoft Operating..., Mac OS X, iPhone, Social Networking, Financial Services, SEO, Customer Service, CRM, Marketing, OS X, Recruiting, Web Analytics, Email Marketing, Digital Marketing, Social Media Marketing, Customer Retention, Google Analytics, Digital Strategy, Market Research, Corporate Moves, Corporate Relocation, Infrastructure..., Public Relations, Leadership, Training, Management, Time Management, Online Marketing, Direct Marketing, Online Advertising, Salesforce.com, Sponsorship, Strategy, Marketing Research, Facebook
Education
Pace University - Lubin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
New York University - Leonard N. Stern School of Business 2013 — 2014
Certified Financial Planner Professional, Financial Planning and Services
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, International Marketing, Psychology, Finance
The D. E. Shaw Group September 2015 - Present
Council on Foreign Relations October 2014 - August 2015
Geller & Company February 2012 - October 2014
Geller & Company January 2011 - February 2012
New York City Department of Health and Mental Hygiene June 2010 - March 2011
Skills
Microsoft Excel, Bloomberg, Financial Analysis, PowerPoint, Access, Outlook, Microsoft Word, Visio, Accounting, Analysis, Administrative..., Budgets, Financial Reporting, Data Analysis, QuickBooks, Nonprofits, Leadership
Education
Brooklyn College 2011 — 2012
Master of Arts (M.A.), International Relations and Affairs
Pace University 2008 — 2010
Bachelor of Arts (B.A.), Psychology & Political Science
Univision Communications Inc. July 2014 - Present
Dow Jones March 2013 - April 2014
Univision Communications, Inc. May 2012 - March 2013
Geller & Company January 2010 - May 2012
Toys R Us October 2008 - January 2010
BearingPoint August 2001 - May 2006
Skills
Financial Modeling, Variance Analysis, Business Planning, Budgets, Consolidation, Management, Strategy, Financial Analysis and..., Expense Management, Revenue Management, Financial Metrics, Budget Management, Capital Budgeting, Venture Finance, Operational Planning, Financial Forecasting, Launching Of New..., SAP R/3, SAP BW, US GAAP, Managerial Finance, Internal Controls, Financial Accounting, General Ledger, TM1, Financial Analysis
Education
University of Virginia Darden School of Business 2006 — 2008
MBA
McIntire Business Institute at the University of Virginia 1997 — 2001
B.S. Commerce
KPMG US June 2015 - Present
Marcum LLP June 2014 - May 2015
Geller & Company January 2014 - June 2014
Kaufman Borgeest & Ryan LLP October 2012 - January 2014
Sichenzia Ross Friedman Ference LLP June 2007 - February 2012
Skills
Microsoft Office, Expenses, Self Starter, Able To Multi-task, Confidentiality, Communication Skills, Mac OS, Juris, Accounts Payable, Accounts Receivable, Bank Reconciliation, Payroll, Tax Research, Income Tax, Tax, Account Reconciliation, Accounting, Microsoft Excel, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Bachelor of Business Administration (BBA), Summa Cum Laude, Accounting, 3.9 Overall GPA, 4.0 Major GPA
Queensborough Community College 2010 — 2012
Associate's degree, Accounting and Business/Management, 3.951
Be'er Hagolah Institutes 2006 — 2010
Advance Honors Regent Diploma
Goldman Sachs September 2014 - Present
Geller & Company March 2014 - September 2014
Travel Planners Inc. September 2013 - March 2014
The M&A Advisor May 2013 - August 2013
Mega Academy February 2012 - June 2013
C.K. Sea Co., LLC July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Mac OS, Teamwork, Capital IQ
Education
William E. Macaulay Honors College at Baruch College 2012 — 2016
Bachelor’s Degree, Accounting
Bronx High School of Science 2008 — 2012
Geller & Company June 2010 - Present
Level Group 2008 - Present
Citi 2003 - 2010
Philip Morris, USA 2002 - 2002
Engel, Kalvin, McMillan & Kipper 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Financial Analysis, Credit Cards, Due Diligence, Process Improvement, Auditing, Financial Reporting, Variance Analysis, Risk Management, Budgets, Forecasting, Leadership, Strategic Planning, Financial Modeling, Finance, Management, Mergers & Acquisitions, Portfolio Management, Program Management, Accounting, Valuation, Investments, Strategy, Strategic Financial..., Private Equity, Marketing, Asset Management, Corporate Finance, Financial Services, Capital Markets, Hedge Funds, Alternative Investments
Education
Australian Graduate School of Management 2003 — 2003
MBA
Duke University - The Fuqua School of Business 2001 — 2003
MBA
University of California, Los Angeles
BA, Business Economics
Life Audit Professionals, LLC May 2015 - Present
BrightStar of Brevard & Osceola counties October 2011 - Present
Management Planning, Inc. September 2007 - April 2015
Bouncing Frogs November 2009 - December 2011
Geller & Company March 2002 - June 2007
MCG & Associates September 1999 - March 2002
Imtech 1992 - 1999
Seltel 1987 - 1989
Skills
Mergers, Financial Modeling, Venture Capital, Private Equity, Strategic Planning, Management, Investor Relations, Financial Reporting, Portfolio Management, Corporate Finance, Entrepreneurship, IPO, Finance, Financial Analysis, Business Planning, Mergers & Acquisitions, Acquisitions, Due Diligence, Business Development, Investments, Capital Markets, Estate Planning, Asset Management, Executive Management, Securities, Alternative Investments, Accounting, Leadership, Valuation, Small Business, Investment Banking, Business Valuation, Hedge Funds, Divestitures, Restructuring, Corporate Development, Equity Valuation, Start-ups, DCF, Capital Raising, Wealth Management, M&A experience, Equity Research, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 1981 — 1992
BA, Accounting and Finance
Lafayette High School 1977 — 1981
IL Mulino New York November 2013 - Present
iNovum October 2010 - September 2013
Geller & Company May 2009 - September 2010
Merrill Lynch & Co July 2005 - May 2008
Clarendon Insurance Group October 2004 - June 2005
Morgan Stanley Co July 2000 - September 2004
Skills
Financial Analysis, Analysis, Account Reconciliation, Process Improvement, Financial Accounting, Financial Risk, Bloomberg, General Ledger, Market Research, Management, Treasury, Income Statement, Executive Management, Insurance, Accounting, Business Analysis, Strategic Planning, Business Planning, Data Analysis, Business Strategy
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MBA, Marketing & Finance;
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Accounting
Goldburd McCone LLP April 2010 - Present
Goldburd Brothers January 2013 - Present
The Law Offices of Donald G. Koch, PLLC May 2008 - April 2010
Geller & Company June 2006 - May 2008
PricewaterhouseCoopers January 2006 - April 2006
Deloitte Tax October 2003 - December 2005
Skills
Tax Law, Tax, Income Tax, Accounting, Tax Research, Tax Compliance, Corporate Tax, International Tax, Mergers & Acquisitions, Tax Advisory, Tax Accounting, Due Diligence, Financial Analysis, State Tax, Big 4, Private Equity, Estate Planning, US GAAP, Trusts, Mergers, Cross-border..., Partnership Taxation, Transfer Pricing, Tax Returns, Corporate Law, GAAP, Auditing, Restructuring, Property Tax, Tax Preparation, Legal Research, Sales Tax
Education
New York Law School 2010 — 2014
Master of Laws (LL.M.), Tax Law/Taxation
Fordham University School of Law 2000 — 2003
JD
City University of New York-Brooklyn College 1998 — 2000
BS, Accounting
Geller & Company November 2014 - Present
Farkouh, Furman & Faccio October 2011 - November 2014
BCRS Associates LLC June 2008 - October 2011
Marcum LLP February 2002 - June 2008
Skills
Tax, High Net Worth..., Accounting, Family Office, Corporate Tax, International Tax, Income Tax, Partnership Taxation, Financial Reporting, Tax Research, Tax Preparation, Personal Tax Planning, Foreign Disclosure, Disclosure Statements, S Corporations
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2008
MS, Taxation
City University of New York-Hunter College 2006 — 2007
BS, Accounting
Baruch College, City University of New York (CUNY) 2001 — 2006
BA, Economics
NYC Department of Education September 2006 - Present
Geller & Company November 1999 - August 2006
Dental Health Alliance October 1995 - September 1999
Dormitory Authority State of NY June 1993 - October 1995
Skills
Microsoft Word, Microsoft Excel, Outlook, Budgets, English, Data Analysis, Copy Editing, Training, Windows, Classroom, Tutoring, Access, Curriculum Design, Accounting, Curriculum Development, Lesson Planning, Project Management, Financial Analysis, Educational Leadership
Education
City University of New York-Brooklyn College 1998 — 2004
Master's degree, English Language and Literature/Letters
Geller & Company July 2014 - Present
Coca-Cola Enterprises December 2010 - April 2014
Skills
Financial Analysis, Financial Modeling, Economics, Analysis, Forecasting, Market Analysis, Business Strategy, SAP, Finance, Budgets
Education
Copenhagen Business School 2008 — 2010
Master of Science in Economics and Business Administration, International Business
BI Norwegian Business School 2004 — 2007
Bachelor of Science in Business and Economics
Adaptive Professional Solutions LLC October 2009 - Present
AccountAbilities March 2007 - February 2010
Geller & Company December 2002 - November 2005
corbis corp. December 2000 - December 2002
Cybershop.com April 1999 - December 2000
Barnes & Noble November 1996 - October 1999
Grant Thornton November 1993 - October 1996
Skills
SEC Reporting, Technical Accounting, Systems Implementations
Education
Brooklyn College 1989 — 1993
Bachelor of Science, Accounting, Cum Laude
KPMG US February 2014 - Present
Geller & Company February 2013 - January 2014
TheStreet September 2011 - December 2011
Eberhart Brothers Inc. July 2011 - August 2011
First American International Bank June 2010 - October 2010
Queens Library July 2008 - June 2009
Skills
Financial Analysis, Bloomberg Terminal, Microsoft Excel, Financial Reporting, Accounting, PowerPoint, Corporate Finance, Microsoft Word, Outlook, Bloomberg
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Soroban Capital Partners April 2015 - Present
Geller & Company February 2014 - April 2015
Andersen Tax January 2011 - February 2014
Platinum Grove Asset Management March 2007 - April 2009
Skills
Financial Analysis, Private Equity, Due Diligence, Tax, Accounting, Business Valuation, Corporate Finance, Fixed Income, Hedge Funds, Financial Reporting, Financial Accounting, Derivatives
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Accountancy
Georgia Institute of Technology 2001 — 2005
BS, Management - Finance
EducationDynamics May 2013 - Present
Integrated Media Solutions (Now Media Assembly) March 2011 - May 2013
Geller & Company January 2006 - September 2010
Leadership Enterprise for a Diverse America (LEDA) September 2005 - May 2007
Buck Consultants March 2003 - June 2005
PricewaterhouseCoopers June 2003 - August 2004
Stony Brook University September 2001 - December 2002
Skills
Data Analysis, Analysis, Financial Modeling, Forecasting, Microsoft Excel, Analytics, VBA, Financial Analysis, Leadership, Access, Problem Solving, Management, Accounting, Valuation, Risk Management, Pivot Tables, Business Analysis, Corporate Finance, Process Improvement, Bloomberg Terminal, Microsoft Office, Financial Reporting, Microsoft Word, Marketing, Finance, Negotiation, MS Excel (Expert), MS Office Suite, SAP, Vlookup, PowerPoint, Outlook, Bloomberg, SAP R/3, Statistics, SAP BW, Training, Strategic Financial..., Budgets, Tableau, Visual Basic, SQL, Calculus, Mathematics, Mathematical Analysis, Reporting & Analysis, Data Visualization, R, Python, Strategy
Education
City University of New York 2014 — 2017
Master Of Science Data Analytics, Informatics
Stony Brook University 1998 — 2003
Bachelors, Mathematics
Stuyvesant High School 1994 — 1998
Regents Diploma with Honors, Mathematics and Computer Science
David Todrin Consulting, LLC 2010 - Present
The CFO Leadership Council 2013 - Present
Save the Children May 2008 - November 2009
Thomson Learning April 2005 - July 2007
Scholastic, Inc. 2003 - 2004
Geller & Company 2003 - 2003
Barnes & Noble, Inc. 2000 - 2002
Avon Products January 1997 - December 2000
Marakon Associates 1994 - 1996
Skills
Managerial Finance, Finance, Start-ups, Business Development, Consulting, Executive Management, Strategic Partnerships, Strategic Planning, Mergers, Managerial Accounting, Financial Planning &..., Management, Leadership, Mergers & Acquisitions, Strategy, Analysis, Budgets, Entrepreneurship, Due Diligence, Change Management, Strategic Financial..., SaaS, New Business Development, Restructuring, Management Accounting, Accounting, Team Leadership, Project Planning, Forecasting, Management Consulting, Investments, Financial Planning
Education
Columbia Business School 1984 — 1986
MBA, Finance, Accounting
Brown University 1981 — 1983
MS, Psychology
Georgetown University 1977 — 1981
BS, Psychology
Citi January 2015 - Present
Geller & Company May 2013 - January 2015
Fortress Investment Group March 2011 - April 2013
CBS Television February 2008 - August 2010
CBS Television October 2007 - February 2008
CBS Television September 2006 - October 2007
Skills
Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Organizational Behavior/HR Management and International Business
Babson College
B.S., Business Management
Bronx High School of Science
H.S. Diploma
IBM June 2013 - Present
Geller & Company July 2011 - June 2013
Financial Certifications and Licenses January 2013 - May 2013
Financial Certifications and Licenses September 2012 - December 2012
Financiers Without Borders Baruch Chapter January 2012 - June 2012
Berdon LLP September 2010 - November 2010
OLMA-XXI, INC June 2005 - September 2009
Skills
Financial Reporting, QuickBooks, General Ledger, Financial Accounting, Accounting, Financial Analysis, Tax, Auditing, Accounts Receivable, US GAAP, Tax Accounting, Account Reconciliation, Journal Entries
Education
City University of New York-Baruch College 2010 — 2013
Bachelor of Business Administration, Major: Accounting, Minor: Communication Studies, 3.7
A+E Networks February 2015 - Present
CBS Corporation May 2012 - January 2015
Showtime Networks Inc. August 2007 - May 2012
MTV Networks April 2006 - August 2007
Geller & Company 2004 - 2006
Architectural Windows 2003 - 2004
IBM 1999 - 2001
AT&T 1995 - 1999
Skills
MS Project Pro 2003/2010, •SQL Server 2008..., SharePoint MOSS/2010, MS SSIS, MS SSRS, VS2005/2008, IIS, ASP, ADO, MS Office Products, MS Access, HTML, DHTML, XML, VB/Java Script, MS Visio, Mercury (Quality Center), MS TFS, BluePrint CA PM Tools, Apache Subversion, •Windows7/..., Access, Microsoft Office, Microsoft SQL Server, SSIS, SQL, SDLC, Business Process Mapping, Databases, Visio, Project Management, SSRS, Project Coordination, Application Architecture, Software Development, SharePoint, Business Analysis, Program Management, Unix, Business Process, Subversion, TFS
Education
The Chubb Institute 1994 — 1995
Diploma in Computer Programming, Computer Programming/Programmer, General
Belaruski Nacyjanal'ny Tehnièny Universitet 1987 — 1992
B.S., Information Technologies and Systems
Geller & Company August 2012 - Present
T-Mobile May 2006 - July 2012
Toastmasters September 2009 - September 2011
Glotel January 2005 - May 2006
Cymbal Corporation February 2000 - December 2004
Ericsson 1996 - 2000
Telecom systems Inc 1994 - 1996
Skills
SDLC, Integration, Business Intelligence, Requirements Analysis, PMP, Telecommunications, Solution Architecture, Vendor Management, Team Leadership, Project Management, BPC, Troubleshooting, Leadership, Project Planning, Management, Business Process, BPCS, Consulting
Education
PMI.ORG 2011 — 2014
PMP, Project management
Nagarjuna University 1990 — 1994
B.Tech ECE, Electronics & communication engineering
IT
Business Intelligence, Analytics, InMemory Database, Reporting, BPC
South Bronx United March 2014 - Present
Geller & Company May 2014 - August 2014
Forte Capital Group December 2013 - February 2014
Bank of America June 2013 - February 2014
Skills
Microsoft Word, Microsoft Excel, Fast Learner, Spanish-Speaking, Financial Analysis, Public Speaking, Soccer, Technical Analysis, Investment Analysis, Corporate Finance, Leadership, Bloomberg Terminal, Financial Modeling, Reuters, Time Management, Teamwork
Education
Baruch College, City University of New York (CUNY) 2010 — 2015
Bachelor’s Degree, Finance & Investments
BNY Mellon August 2015 - Present
Bloomberg LP August 2014 - December 2014
Geller & Company July 2013 - August 2014
KPMG June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Auditing, VAT Reconciliations, SAP BW, SAP, Bank Reconciliation, Bloomberg Terminal
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Geller & Company November 2014 - Present
Thomson Reuters August 2010 - November 2014
Thomson Reuters August 2007 - July 2010
Litho-Art February 2005 - August 2006
Accenture January 2004 - December 2004
Ericsson August 1998 - September 2003
Skills
Finance, Financial Analysis, Financial Reporting, Project Management, Systems Analysis, System Testing, Financial Modeling, Business Analysis, Consulting, Forecasting and..., Variance Analysist, Process Improvement, Business Process..., SAP, Forecasting, Analysis, Variance Analysis, Mergers & Acquisitions
Education
CFA Institute
Chartered Financial Analyst, Level 1
Oxford Brookes University
Applied Accounting
ACCA
Financial Management
University of Warsaw 1994 — 1998
Master's Degree, Economic Sciences
Geller & Company September 2013 - Present
Scripps Networks Interactive February 2012 - July 2013
Take-Two Interactive Software, Inc. July 2008 - February 2012
HMS Holdings Corp. September 2007 - April 2008
Oracle Financial Services (I-Flex Solutions Inc.) April 2006 - August 2007
Skills
Month End Close, Financial Reporting, Financial Analysis, Corporate Finance, US GAAP, Accounting, Variance Analysis, Financial Accounting, Planning Budgeting &..., Hyperion HFM, Hyperion Planning, JD Edwards, PeopleSoft, Consolidation
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Business Administration (M.B.A.)
Symbiosis Center For Management and Human Resource Development 2001 — 2003
Post Graduate Diploma in Management, Family Business Management
University of Rajasthan 1998 — 2001
Bachelor of Commerce, Accounting
Various July 2013 - Present
Geller & Company December 2007 - June 2013
Bear Stearns May 2007 - December 2007
Lehman Brothers May 2006 - May 2007
AIG September 2002 - May 2006
BearingPoint July 2000 - September 2002
Skills
Managerial Finance, Strategic Financial..., Business Process..., Analysis, Management, General Ledger, Budgets, Start-ups, Project Management, Management Consulting, Strategic Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Bentley University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Fidelity Investments July 2015 - Present
Fidelity Investments January 2012 - June 2015
Fidelity Investments November 2008 - December 2011
Geller & Company October 2006 - October 2008
Time Inc. April 2004 - October 2006
MBI, Inc. July 2001 - April 2004
Skills
Financial Modeling, Essbase, Financial Analysis, Hyperion Enterprise, Strategic Financial..., Corporate Finance, Finance, Financial Reporting, Forecasting, Variance Analysis, Managerial Finance
Education
Iona College 2002 — 2004
MBA, Financial Management
Boston College 1997 — 2001
BS, Finance
dbooks March 2010 - Present
Geller & Company October 2009 - March 2010
Bessemer Trust January 2009 - October 2009
Ernst & Young June 2008 - August 2008
Federal Reserve Bank of New York February 2008 - June 2008
Bruce H Sobel October 2007 - January 2008
Muchnick, Golieb & Golieb PC September 2005 - October 2007
Skills
Outlook, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Tax, Microsoft Word, Leadership, Spanish
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2013
Bachelor of Business Administration (B.B.A.), Major: Operations Management, Minors: Law and Spanish
Geller & Company August 2011 - Present
Geller & Company June 2009 - July 2011
Geller & Company September 2004 - June 2009
Barclays Capital September 2002 - August 2004
StarMedia 2000 - 2002
Skills
Detailed oriented, Self motivated, Proficient in SAP, HFM,..., Strong communication..., Bilingual (English and..., Account Reconciliation, Accounting, Accounts Payable, Auditing, Finance, Financial Modeling, HFM, Journal Entries, SAP, SAP BW, Variance Analysis, Analysis, Corporate Finance, Tax, Fixed Assets
Education
University of Phoenix 2006 — 2008
MBA, Global Management
City University of New York-Herbert H. Lehman College 1998 — 2002
BS, Accounting
Apple March 2014 - Present
Geller & Company August 2012 - August 2013
Juvenile Diabetes Research Foundation August 2011 - August 2012
Career Management Associates August 2010 - August 2011
Biffer Chiropractic August 2009 - August 2010
Consumers Union April 2010 - June 2010
7th St Cafe March 2007 - May 2010
Skills
Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel, PowerPoint, Windows 7, Customer Service, Outlook
Education
Bucknell University 2005 — 2009
BA, Anthropology, French
Drew University 2008 — 2008
Université François Rabelais de Tours 2008 — 2008
RK Homes January 2003 - Present
Stratton Investment Realty November 2012 - 2014
NAI Pinnacle January 2008 - November 2012
Boise State University January 2003 - May 2004
Geller & Company March 2000 - June 2002
Arthur Andersen LLP June 1973 - February 2000
Skills
Accounting, Real Estate, Residential Homes, Commercial Real Estate, Strategic Planning, Outsourcing, Due Diligence, Construction, Management, Sellers, Financial Analysis, Investment Properties, Finance, Property, Financial Modeling
Education
Boise State University 1969 — 1973
B.B.A., Accounting
Geller & Company November 2013 - Present
The Partnership at Drugfree.org January 2013 - November 2013
Cliff Yound, Ltd. July 2012 - November 2012
Khair Tax, LLC March 2012 - June 2012
Skills
Microsoft Excel, Social Media Marketing, Microsoft Word, Microsoft Office, Accounting, Event Planning, Research, Teamwork, Access, PowerPoint, Outlook, Financial Reporting, Financial Analysis
Education
Baruch College 2010 — 2014
Finance
Gen II Fund Services, LLC March 2015 - Present
Geller & Company April 2014 - February 2015
Geller & Company June 2013 - April 2014
NYC Office of Chief Medical Examiner of Budget Administration March 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, QuickBooks, Accounting, Financial Accounting, Outlook, Financial Reporting, Auditing, Tax
Education
Lorenzo de' Medici 2014 — 2014
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Accountancy
J.P. Morgan July 2014 - Present
J.P. Morgan March 2013 - January 2015
Euphorek Ada, Bollywood Dance Troupe December 2010 - July 2014
Kumon North America, Inc. June 2008 - July 2013
Geller & Company December 2012 - April 2013
John Hancock Financial Services September 2012 - December 2012
Immigrant Center for Empowerment and Training February 2010 - September 2012
Baruch College September 2011 - May 2012
Skills
Investments, Financial Modeling, Marketing Strategy, Public Speaking, Strategic Financial..., Program Management, Budgets, Management, Microsoft Excel, Training, Analysis, Accounting, Strategic Planning, Economics, Leadership, Financial Planning, Social Media, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Baruch College, Zicklin School of Business 2010 — 2014
Bachelor of Science, Finance; Sociology
Townsend Harris High School 2006 — 2010
RGP April 2015 - Present
G2 Worldwide September 2010 - December 2014
Geller & Company November 2008 - September 2010
GCI Group January 1999 - October 2008
Skills
Genealogy, Cooking
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Borough of Manhattan Community College
Associate of Arts and Sciences (AAS), Accounting
Citi HR Shared Services Citi Global Mobility June 2005 - June 2015
Geller & Company July 2003 - February 2004
British Credit Trust June 1999 - December 2000
Skills
Financial Accounting, Outlook, Account Reconciliation, Finance, Internal Communications, Internal Audit, Accounting, Analysis, Portfolio Management, Financial Analysis, Financial Modeling, Investments, Financial Reporting, Payroll, Corporate Finance, Accounts Receivable, Accounts Payable
Education
City University of New York City College 2003 — 2005
Master’s Degree, Economics, 3.372
Middlesex University 1996 — 1999
Bachelor’s Degree, Accounting & Finance, 2.1 -2nd Class Hons
Lowe's Companies, Inc. August 2015 - Present
Avon October 2014 - Present
Sasha725.paycation.com July 2014 - Present
Lowe's Companies, Inc. March 2011 - Present
Geller & Company June 2008 - March 2009
Forbes.com December 2000 - June 2008
WuWear LLC July 1995 - May 2000
Skills
Digital Media, Social Media, Content Strategy, Marketing, Digital Strategy
Education
Borough of Manhattan Community College 1986 — 1989
Associate's degree, Business Administration and Management, General
Curtis High School 1982 — 1986
Diploma, Business Administration and Management, General
UBS Global Asset Management October 2013 - December 2014
Saguenay Strathmore Capital September 2011 - October 2013
Chilton Investment Company October 2010 - May 2011
Chilton Investment Company October 2010 - May 2011
Geller & Company October 2007 - October 2010
Education
New York University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
City University of New York-Brooklyn College 2002 — 2006
Bachelor's degree, Accounting CPA Qualifying/ Business, Management and Finance
EY June 2015 - Present
Geller & Company July 2013 - June 2015
Queue Associates July 2007 - June 2013
NBA Entertainment Inc May 2006 - February 2007
EY August 1999 - May 2006
Skills
SQL, Software Development, HTML, Leadership, Management, Microsoft SQL Server, Integration, Team Leadership, Process Improvement, Business Process, Databases
Education
Brookdale Community College 1992 — 1994
Associate of Science (AS)
PHD Worldwide December 2014 - Present
New York City Department of Health and Mental Hygiene November 2013 - November 2014
Citrin Cooperman October 2013 - November 2014
Geller & Company April 2013 - September 2013
Excellent Value Appraisals June 2010 - October 2012
Park Bench Marketing Group at Baruch College January 2010 - May 2010
Aflac July 2009 - January 2010
Go Gravy Train July 2009 - September 2009
Brissi Group July 2009 - September 2009
Skills
Marketing Analytics, Web Analytics, Marketing Research
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Master of Science (MS), Marketing, 3.88
Baruch College, City University of New York (CUNY) 2007 — 2011
Bachelor of Business Administration (BBA), Marketing, MAGNA CUM LAUDE, 3.78
J.P. Morgan June 2014 - Present
Bank of America May 2013 - May 2014
Q1 labs, an IBM Company September 2012 - April 2013
Mirus Capital Advisors May 2012 - August 2012
Q1 Labs, an IBM Company October 2011 - May 2012
Morgen, Evan & Company May 2011 - August 2011
Geller & Company May 2010 - May 2011
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Valuation, Data Analysis, Capital IQ, Mergers, Bloomberg, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's Degree
Bentley University 2006 — 2010
Bachelor of Science
NYS Department of Tax & Finance January 2013 - Present
Geller & Company June 2012 - December 2012
Wolford America, Inc June 2011 - June 2012
Novo Arts, Inc September 2010 - June 2011
Russell C Berdoff February 2009 - February 2011
PS Business Management February 2009 - April 2009
Baruch College Provost Office September 2007 - May 2008
Skills
Accounts Payable, Accounts Receivable, General Ledger, Journal Entries, QuickBooks, Microsoft Excel, Account Reconciliation, PowerPoint, Access, Microsoft Word, Outlook, Accounting, Microsoft Office, Bank Reconciliation, ADP Payroll, Financial Statements, Invoicing
Education
City University of New York-Herbert H. Lehman College 2011 — 2012
BS, Accounting
Lehman College/CUNY 2011 — 2012
Bachelor of Science, Accounting
City University of New York-Baruch College 2006 — 2010
Ernst & Young LLP September 2012 - Present
Geller & Company August 2011 - August 2012
Kimmel Blau and Goldman, LLP May 2011 - August 2011
American Academy of Otolaryngology February 2010 - May 2010
F. Street Bistro September 2007 - May 2008
Skills
Auditing, Accounting, QuickBooks, Tax, Financial Statements, Payroll, Tax Preparation, Tax Returns, Analysis, Bookkeeping, Budgets, Microsoft Excel, Internal Audit, Bank Reconciliation, Financial Reporting, Financial Accounting, Software Documentation, Financial Analysis, Corporate Tax, Internal Controls, GAAP
Education
Tufts University School of Medicine 2010 — 2012
MS, Biomedical Sciences
Baruch College 2011 — 2012
MS, Accounting
The George Washington University - School of Business 2006 — 2010
B.B.A, Finance, International Business
Sciences Po 2008 — 2008
Business
Geller & Company February 2014 - Present
Brean Capital LLC. January 2011 - January 2014
Brean Murray, Carret & Co. January 2009 - December 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Financial Reporting, Financial Accounting, Valuation, Due Diligence, Investments, Accounting, Equities, Asset Managment, Investment Banking, Capital Markets
Education
City University of New York-College of Staten Island 2003 — 2008
Accounting, Finance
D'Artagnan June 2014 - Present
Boylan Bottling Co April 2013 - May 2014
Medical Nutrition USA, Inc. (Division of Dannon North America) February 2009 - March 2013
Macrochem Corporation June 2008 - January 2009
Geller & Company May 1996 - May 2008
Skills
Accounting, Financial Reporting, Finance, Forecasting, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, Variance Analysis, Financial Analysis, US GAAP, GAAP, Cash Flow, General Ledger, Consolidation, Revenue Recognition
Education
Adelphi University
Accounting
Geller & Company November 2013 - Present
Schwartz & Benjamin, Inc September 2009 - November 2013
Boston University School of Management June 2008 - August 2009
African Presidential Archives and Research Center June 2008 - December 2008
ICRC January 2008 - April 2008
Boston University Office of Orientation April 2007 - March 2008
Skills
Microsoft Word, Mac, Public Speaking, Retail, Illustrator, Social Media, Fashion, Research, Product Development, Event Planning
Education
Boston University 2005 — 2009
Bachelor of Arts, International Relations
Geller & Company February 2011 - Present
Robinson Lerer & Montgomery October 2004 - January 2011
Lehman Brothers June 2002 - October 2004
Lehman Brothers June 2001 - August 2001
Jewelers Security Alliance August 1998 - March 2001
Skills
VMware, Citrix, Blackberry Enterprise..., VMware Infrastructure, VMware ESX, vSphere, HP, Powershell, Windows Server 2008, Windows Server 2003, Active Directory, Windows, Servers, Messaging, Desktop Support, Documentation, Windows Server, DNS, Virtualization, Operating Systems, Troubleshooting, Blackberry, System Administration, XP, Microsoft Office, Computer Hardware, DHCP, Windows 7, Backup Exec, Group Policy, Laptops, Microsoft Exchange, Solarwinds, Technical Support, SharePoint, Infrastructure
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
B.B.A, Computer Information Systems
Park IP Translations - a Welocalize company February 2015 - Present
Rtype Inc May 2014 - October 2014
Lela, Inc. January 2014 - May 2014
Transparency Life Sciences November 2013 - January 2014
Geller & Company October 2012 - October 2013
Soup2Nuts September 2010 - December 2010
Parisi Speed School May 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Copywriting, Statistics, Microsoft Word, PowerPoint, Bloomberg Terminal, SAS, Mathematics, Economics, Econometrics, Learning Quickly, Event Planning
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Economics & Mathematics, 3.31
Associated Students of UC Santa Barbara July 2014 - Present
Dementia Help Center 2011 - Present
Puente Consulting 1992 - Present
Graduating Champions 2012 - 2014
Jeffrey Modell Foundation 2008 - 2010
Geller & Company 2005 - 2008
KQED 2003 - 2004
Pacific Oaks College Northwest 2003 - 2003
Early Childhood Equity Alliance 2000 - 2003
Non Profit Organizations and Educational Institutions 1989 - 2000
Skills
Non-profits, Event Planning, Organizational..., Project Management, Strategic Consulting, Program Development, Marketing Communications, Website Development..., Civic Engagement, Facilitation, Community Outreach, Team Building, Nonprofits, Strategy, Program Management, Fundraising, Strategic Planning, Social Media, Management, Volunteer Management, Public Speaking, Research
Education
City University of New York-Brooklyn College 2007 — 2011
CUNY Baccalaureate for Unique and Interdisciplinary Studies
Pacific Oaks College 2001 — 2002
Continuing Education
University of Oregon 1989 — 1994
Ashland High School 1985 — 1989
White & Case June 2013 - Present
Geller & Company February 2009 - June 2013
Greenfield Online March 2000 - January 2009
Cosi April 1998 - March 2000
Xando, Inc June 1994 - April 1998
Skills
Customer Relations, SDLC, Project Planning, Technology Planning, Program Management, PMO, Project Server, Project Coordination, Project Portfolio..., Software Project..., Project Delivery, Agile Project Management, Information Technology, Team Management, Release Management, Data Center, Software Development, Outsourcing, Leadership, Requirements Analysis, Visio, Business Analysis, IT Strategy, Management, Vendor Management, Project Management, CRM, Process Improvement, SharePoint, PMP, Business Intelligence, Integration, Business Process, IT Management, Consulting, Microsoft SQL Server, Security
Education
Fairfield University 2005 — 2007
MS, Technology & Management
Central Connecticut State University 1989 — 1993
BA, Communication
Geller & Company October 2013 - Present
Education
Columbia University - Columbia Business School
MBA, Executive MBA - Global
London Business School
MBA, Executive MBA - Global
Boston University
Bachelors of Science
KPMG June 2015 - Present
Geller & Company March 2014 - May 2015
Time Inc. October 2013 - February 2014
American Express August 2008 - September 2013
Locus Telecommunications October 2000 - August 2008
Skills
Cisco Routers,..., cissp,ccna,ccnp,ccvp,ccs..., VPN, Data Center, Cisco Technologies, Security, Network Security, Switches, Routers, DNS, Windows Server, Network Design, VoIP, Network Architecture, Networking, Unix, IP, Vendor Management, Information Security, Disaster Recovery, Enterprise Architecture, Security Architecture..., Information Technology, Enterprise Software
Education
Carnegie Mellon University - H. John Heinz III College 2014 — 2017
Master's degree
City University of New York-Baruch College 1997 — 2000
Bachelor of Business Administration (BBA)
Geller & Company 2010 - Present
CIBC World Markets 2000 - July 2010
Frontline Communispond 1999 - 2000
Skills
Business Analysis, Project Management, Change Management, ITIL, Risk Management, Vendor Management, Program Management, Process Improvement, Integration, Strategic Planning, Business Strategy, Cross-functional Team..., Disaster Recovery, IT Strategy, Leadership, Information Technology, Business Continuity, PMO, Management, Data Center, Organizational..., IT Management, SDLC, Business Process..., PMP, SharePoint, Visio, Testing
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
Executive MBA, Entrepreneurship and Emerging Enterprises
Canisius College 1989 — 1992
BS, Management Information System
Search Advisory Group 2004 - Present
Teach For America 2012 - 2013
Aperture Foundation 2010 - 2010
Geller & Company 2004 - 2009
Heidrick & Struggles 1996 - 2004
Russell Reynolds Associates 1990 - 1996
Morgan Stanley 1980 - 1984
Skills
Management, Executive Management, Management Consulting, Organizational..., Talent Management, Strategy, Mergers & Acquisitions, Start-ups, Strategic Planning, Executive Coaching, Talent Acquisition, Entrepreneurship
Education
Northeastern University - Graduate School of Business Administration 1976 — 1978
MBA, Finance
Boston University 1974 — 1976
BS, Special Education
Glocap Search Managing DirectorGlocap2007 - Present
Geller & Company May 2003 - January 2005
JPMorgan & Company August 1983 - June 2002
JP Morgan Partners 2001 - 2002
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Boston College 1972 — 1976
Sunrise Senior Living January 2013 - Present
Geller & Company April 2004 - December 2010
Olympus November 2002 - April 2004
Goldman Sachs July 1996 - April 2002
Dean Witter 1992 - 1996
Skills
Microsoft Excel, PowerPoint, Research, Cpr Certified, Teaching, Healthcare, Access, Data Entry, Time Management, Hospitals, Teamwork, Event Planning, Administration, Nonprofits, Administrative..., Leadership, Critical Thinking, English, Windows, Budgets, Software Documentation, Community Outreach, Team Building
Education
Eastern Suffolk BOCES-School of Practical Nursing 2011 — 2013
Licensed Practical Nurse, Practical Nursing, Vocational Nursing and Nursing Assistants
Adelphi University 1992 — 1994
Accounting and Finance
Suffolk County Community College 1990 — 1992
Associates, Business
Eisneramper LLP February 2010 - Present
Geller & Company October 2007 - February 2010
Geller & Company September 2004 - October 2007
Sentry Technology Group 2005 - 2007
Skills
GAAP, Financial Reporting, Accounting, General Ledger, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Tax, Financial Statements, QuickBooks, Tax Research, Corporate Tax, Financial Analysis, Revenue Recognition, Consolidation, Variance Analysis, Accounts Payable, Accounts Receivable, Start-ups, Cash Flow, Bookkeeping, Payroll, ProSystem fx Tax, Journal Entries, Tax Preparation, CCH ProSystem fx, Bank Reconciliation, Accruals, Partnership Taxation, Payroll Taxes, Balance, Finance, Fixed Assets
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
BBA, Accounting
James Madison High School 1998 — 2001
Cloud Sherpas October 2013 - Present
Cloud Sherpas (formerly GlobalOne) January 2012 - October 2013
STAR Marketing Services Group February 2010 - January 2012
Equinox Fitness April 2008 - September 2009
Geller & Company June 2007 - April 2008
Re:Sources July 2005 - June 2007
ID Media February 2005 - July 2005
Mercedes Benz USA August 2004 - February 2005
ROA Trade Corporation May 2003 - June 2004
Skills
PeopleSoft, SAP, Fixed Assets, HFM, Accounting, Hyperion Enterprise, General Ledger, Account Reconciliation, Financial Statements, Consolidation, Financial Reporting, Accounts Payable, Variance Analysis, Sarbanes-Oxley Act, Financial Analysis, Cash Flow, Finance, Hyperion
Education
Ateneo de Davao University 1998 — 2003
Bachelor of Science, Accounting
Novel Ingredient Services March 2013 - Present
Medical Nutrition USA Inc. November 2008 - May 2012
Lamina Lighting Inc. July 2007 - July 2008
Geller & Company March 2004 - August 2007
The Bisys Group NYSE (BSG:US) April 2002 - December 2003
Magnequench International Inc. May 1997 - April 2002
Geo S. Olive & Co. May 1995 - May 1997
Skills
Leadership, M&A experience, Strategic Planning, Result Oriented, Corporate Finance, SEC / Financial..., Treasury Management, Financial Modeling, Financial Accounting, Financial Risk, Revenue Recognition, Cost Accounting, Negotiation, Manufacturing Operations, Pharmaceutical Industry, Software Industry, Consumer Products, Healthcare Industry, Financial Services
Education
Ball State University 1991 — 1995
Bachelor of Science (BS), Accounting and Finance, Magna Cum Laude
Howard Hughes Medical Institute 2011 - Present
Imperium Insurance 2010 - 2011
Axiom Law 2010 - 2010
Herald National Bank 2009 - 2010
Banco Bilbao Vizcaya Argentaria 2008 - 2009
Geller & Company 2006 - 2008
UBS-Dillon Read Capital Management 2006 - 2006
Balyasny Asset Management 2004 - 2006
Moore Capital Management 2000 - 2004
Skills
Employee Relations, Conflict Resolution, Full-cycle Recruiting, Strategy, Leadership, Employee Benefits, Management, Onboarding, HR Policies, Performance Management, Employee Training, Benefits/Payroll, New Hire Orientations, Human Resources, Deferred Compensation, Recruiting, Benefits Administration, ADP Payroll, HRIS, Notary Public, FMLA, SHRM, Training, Job Descriptions, SDLC, Policy, Payroll, PeopleSoft, Hiring, Program Management
Education
Pace University 2009 — 2009
Certificate, Professional Human Resources Management
City University of New York-Baruch College 1998 — 2000
Executive MPA, Public Administration
Binghamton University 1994 — 1997
BA, Human Development
Geller & Company November 2010 - December 2014
CIT June 2007 - March 2010
Skills
Financial Modeling, Capital Markets, Financial Analysis, Valuation, Corporate Finance, FX Hedging, FX Swaps, Cash Flow Forecasting, Cash Management, Interest Rate Swaps, Finance, Financial Services, Hedge Funds, Portfolio Management, Structured Finance, Bloomberg, Management, Credit, Analysis, Risk Management, Derivatives, Treasury Management
Education
Boston College 2003 — 2007
Bachelor of Science (B.Sc.), Finance, General
Seton Hall Prep
pwc May 2010 - Present
Citi January 2007 - May 2010
Geller & Company May 2006 - January 2007
Goldman Sachs September 2005 - May 2006
DML September 2001 - September 2005
Ernst & Young January 1999 - August 2001
Skills
Private Equity, Asset Managment, Investments, Fund Of Funds, Investment Management, LBO, Hedge Funds, Asset Management, Alternative Investments, Funding
Education
Pace University - Lubin School of Business 2001 — 2005
Masters of Taxation, Accounting
Baruch College, City University of New York (CUNY) 1996 — 1998
Bachelors of Business Administration, Accounting
Boston University 1992 — 1995
Associates - General Studies, Liberal Arts
Phillips Andover Academy 1988 — 1992
H.S., Liberal Arts
Geller & Company July 2015 - Present
Ropes & Gray LLP January 2015 - Present
Ropes & Gray LLP October 2012 - Present
Withers Bergman LLP March 2008 - October 2012
Network Synergy September 2000 - March 2008
NDB 1996 - 1998
Skills
Security, Information Security, Vulnerability Management, Security Awareness, Risk Management, IT Strategy, Encryption, CISSP, Disaster Recovery, Information Security..., VMware, Computer Forensics, IT Management, Infrastructure, Windows Server, Business Continuity, Enterprise Software, PCI DSS, Incident Response, IT Audit, Network Security, Management, Firewalls, Privacy Law, Virtualization, Security Audits, Cisco Technologies, Information Technology, Networking, Project Management, ISO 27001, Data Security, Computer Security, Network Engineering, Data Privacy, Vulnerability Assessment, Penetration Testing, Strategy, Active Directory, Data Center, VPN
Education
Champlain College 2013 — 2015
MS, Managing Innovation and Information Technology
Champlain College
BS, Computer and Digital Forensics
Fitch Ratings 2010 - Present
Geller & Company May 2007 - 2009
Citarella 2003 - 2006
Price Waterhouse Coopers 1997 - 1999
Skills
Consolidation, SAP, GAAP, IFRS, Business Intelligence, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, International Finance, Revenue Recognition, SAP FICO, Mas 90, Hyperion Enterprise, Cognos, TM1, Crystal Reports, VBA, ERP, UK GAAP, BPC, Hyperion, Compliance, Financial Planning, International Accounting, Statutory Reporting, Microsoft Dynamics, Great Plains, FX, MAS 500, FRX, Post-acquisition..., S-1
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Kyiv National Economics University
MS, Finance, Accounting
Moscow University of Management and Commerce
BS, Economics
WorkCompEDI, Inc. February 2013 - Present
ABC Services inc. July 2010 - February 2013
Geller & Company October 2002 - July 2010
Skills
VMware, Active Directory, Virtualization, Citrix, Data Center, Windows, Storage, vSphere, Blackberry Enterprise..., System Administration, VMware Infrastructure, DNS, NetApp, 2008 R2, Microsoft Certified..., Disaster Recovery, Windows Server
Education
New York Institute of Technology-Old Westbury 2004 — 2008
MA, Graphic Design
Boston College 1997 — 2001
BA, Computer Science
Geller & Company 2012 - 2014
Virgin Mobile 2005 - October 2012
AT&T 1980 - 2003
Education
New York University - Polytechnic School of Engineering 1970 — 1977
PhD, Mathematics
City University of New York-Brooklyn College 1965 — 1969
BS, Mathematics
Geller & Company February 2009 - Present
Mitsui & Co. (USA) April 2007 - February 2009
Sithe Global Management, Inc. August 2006 - April 2007
Guy Carpenter July 2001 - September 2006
American Express April 2000 - July 2001
Neuberger Berman April 1998 - February 2000
Sanford C. Bernstein March 1997 - June 1998
Skills
Financial Reporting, Accounting, General Ledger, Variance Analysis, SOX, Consolidation, Corporate Finance, Excel, Internal Controls, Financial Accounting, Reconciliation, Quickbooks, Invoicing, Compliance, Microsoft Office, PowerPoint, SAP, Word, Accounts Payable, Analysis, Customer Service, Inventory Management, Problem Solving, Due Diligence, Accounts Receivable, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Finance, Software Documentation, Financial Statements, Hyperion Enterprise, Microsoft Excel, Microsoft Word, QuickBooks, Hyperion
Education
Pace University - Lubin School of Business 2001 — 2005
MBA, Finance
Boston College 1992 — 1996
BS, Accounting and Finance
Forest Hills High School 1989 — 1992
Cortec Group May 2005 - Present
Self Employed May 2003 - May 2005
Citco Group (Emphasis Software Development) April 2002 - April 2003
Butler Capital Corporation July 2001 - March 2002
Euristastes Inc 1998 - 2001
AMERICAN SECURITIES BD CO., LP July 1996 - March 1998
Geller & Company June 1988 - June 1996
Skills
Accounting, Tax, Forecasting, Auditing, Treasury, Financial Statements, Financial Services, SEC filings, GAAP, Financial Analysis, Private Equity, Financial Modeling
Education
City University of New York 1983 — 1987
Bachelor of Science (BS), Accounting
Bronx High School of Science 1978 — 1981
Avon February 2013 - August 2015
HSBC 2011 - February 2013
Philip Morris International 2010 - 2011
Philip Morris International 2009 - 2010
Geller & Company 2007 - 2009
Philip Morris November 2005 - June 2007
Associated Press 2007 - 2007
Altria April 2004 - October 2005
Grubman Associates 2003 - 2005
City University of New York (CUNY 2002 - 2004
Skills
Internal Controls, Financial Analysis, Accounting, Hyperion Enterprise, Financial Reporting, Sarbanes-Oxley Act, Budgets, US GAAP, Strategic Financial..., Analysis, IFRS, Financial Audits, Finance, Corporate Finance, Financial Accounting, Forecasting, Management, Business Planning, Variance Analysis, Consolidation, Microsoft Excel, Financial Modeling, Auditing, Managerial Finance, Internal Audit, SAP, General Ledger, Hyperion
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA
The Grier School
Geller & Company Accounting ManagerIMP2000 - 2004
Betance Health Center 1996 - 1999
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Analysis, Auditing, Bloomberg, Budgets
Education
Baruch College 1992 — 1996
Geller & Company May 2014 - Present
Jefferies & Company October 2009 - May 2014
Morgan Stanley August 2003 - October 2009
Skills
Management Reporting, Planning Budgeting &..., Product Control, OLAP, Derivatives, Relational Databases, Fixed Income, Equities, Valuation, Corporate Finance
Education
City University of New York-College of Staten Island 1997 — 2003
Bachelor of Science, Computer Science
PSEG February 2014 - Present
OpenLink Financial January 2013 - June 2013
CA Technologies March 2005 - October 2012
Nassau County Parks Department June 2003 - March 2005
Geller & Company March 2001 - May 2003
Dr Pepper Snapple Group 2000 - 2001
Skills
Budgets, Financial Modeling, Financial Analysis, Financial Reporting, Hyperion Enterprise, Corporate Finance, Forecasting, Management, Auditing, Program Management, Variance Analysis, Project Planning, Executive Management, Managerial Finance, SAP, Cross-functional Team..., Finance
Education
Adelphi University 1998 — 2001
Master of Business Administration (MBA), Finance, General, 3.3
Boston University 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
GCHS
LiveClips, LLC July 2013 - Present
USIS 2012 - July 2013
MModal 2011 - 2012
MedQuest Associates 2009 - 2011
Geller & Company 2002 - 2009
Amdocs 2001 - 2002
ITDS 1998 - 2001
Subscriber Computing, Inc., 1995 - 1998
Skills
Mergers & Acquisitions, Process Improvement, IT Management, Business Analysis, Operations Management, Program Management, Project Management, Product Development, Business Intelligence, Budget Forecasts, Operating Budgets, Disaster Recovery, Software Development, Data Center, Customer Service, Customer Support, Facilities Management, Contract Management, Vendor Management, SDLC, Contract Negotiation, Integration, Process Management, Desktop Support..., Troubleshooting, Brainstorm Facilitation
Education
Ball State University - College of Business 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Geller & Company May 2008 - Present
Bookspan, NY May 2004 - May 2008
Hewlett-Packard March 2001 - May 2004
Titan Industries September 1991 - March 2001
Skills
SAP R/3, SAP Netweaver, BPC, SAP BW, Crystal Reports, SAP Dashboard, BW BPS, Process Engineering, Manufacturing..., Manufacturing..., i2 Factory Planner, Product Costing, SAP BPC 7.5/10, SAP BI, Process Improvement, Forecasting, ERP, Master Data Management, ABAP, Data Warehousing, Data Modeling, Business Objects, SAP Implementation, SAP, HANA as appliance, SAP BW on HANA, Tableau, SAP ERP, Enterprise Architecture, BPCS, ECC, Business Intelligence, Business Analysis, Business Intelligence..., EPM, Data Integration, Data Migration, SOA, Business Process, ETL, SD
Education
Columbus State 2003 — 2004
MS, Information technology
Bangalore University 1995 — 1999
BE, Mechanical Engineering
Geller & Company September 2008 - Present
Hughes Hubbard & Reed LLP September 1992 - September 2008
Skills
Compliance, Commercial Litigation, Corporate Governance, Employment Law, Contract Negotiation, Risk Management, Securities, Employee Relations, Human Resources, Legal Writing, Arbitration, Employee Benefits, Corporate Law, General Corporate..., Securities Regulation, Privacy Law, Mergers & Acquisitions, Due Diligence, Strategy, Legal Research, Securities Litigation, Licensing, FCPA, Intellectual Property, Trade Secrets, Joint Ventures, Class Actions, Securities Offerings, Dispute Resolution, Competition Law, Trademarks
Education
Boston University School of Law 1989 — 1992
Doctor of Law (JD)
Binghamton University 1985 — 1989
BA, Political Science
Commack High School South
Search Advisory Group 2004 - Present
Teach For America 2012 - 2013
Aperture Foundation 2010 - 2010
Geller & Company 2004 - 2009
Heidrick & Struggles 1996 - 2004
Russell Reynolds Associates 1990 - 1996
Morgan Stanley 1980 - 1984
Skills
Executive Search, Consulting
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA
Boston University 1974 — 1976
BS
Geller & Company February 2010 - Present
Heart House July 2009 - November 2009
Pfizer February 2006 - March 2009
Diageo February 2002 - March 2005
Reuters 2004 - 2005
Eisner & Lubin 1994 - 1994
Skills
Business Analysis, Business Process..., Financial Modeling, Process Improvement, Business Strategy, Strategy, Strategic Planning, Management, Budgets, Team Leadership, Analytics, Analysis, Leadership, Management Consulting, Tableau, Bloomberg Terminal, Customer Profitability, Pricing, Program Evaluation, Data Visualization, Mergers & Acquisitions, Business Process, Managerial Finance
Education
City University of New York-Baruch College 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Geller & Company September 2010 - Present
Comverge April 2007 - September 2010
New York City Fire Department January 2002 - March 2007
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
MBA, Finance & Operations Management
Morgan Stanley Fund Services January 2006 - Present
Wexford Capital November 2004 - January 2006
Geller & Company July 2001 - November 2004
Skills
Hedge Funds, Fund Administration, Bloomberg, Alternative Investments, Equities, Fund Accounting, Fixed Income, Accounting, Capital Markets, Funding, Asset Management, Fund Of Funds, Securities, Derivatives, Financial Services, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA in Accounting
Geller & Company October 2010 - Present
Geller & Company January 2000 - September 2010
Deloitte & Touche 1996 - 1999
Skills
Business Analysis, Business Process..., SAP R/3, Tririga, Financial Analysis, Accounting, Project Management, Forecasting
Education
City University of New York-Baruch College 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Geller & Company March 2008 - Present
SS&C Technologies 2008 - Present
Carver Federal Savings Bank 2001 - 2004
GE Business Productivity Solutions 1997 - 2000
Skills
Auditing, Journal Entries, Accounting, Credit, Microsoft Office, Account Reconciliation, GAAP, Hedge Funds, Management, Financial Accounting, Analysis, Finance, Internal Controls, US GAAP, Fund Accounting, Financial Reporting, Financial Statements, Valuation, Financial Modeling, Financial Analysis, PeopleSoft, Customer Service, Private Equity, Corporate Finance, Bloomberg, Equities, Microsoft Excel, Cash Management, General Ledger, Due Diligence
Education
Baruch College, City University of New York (CUNY)
Geller & Company March 2011 - Present
Rho Ventures July 2001 - July 2011
National Bank of Kuwait July 1991 - July 2001
Skills
Investments, Private Equity, Financial Analysis, Financial Services, Budgets, Mergers & Acquisitions, Finance, Financial Modeling, Venture Capital, Financial Risk, Due Diligence, Operations Management, Operational Planning, Operational Excellence, Excel Models, Family Office, Sungard Investran, Banking, Microsoft Excel, Budgeting, Charitable Gift Planning, Private Foundations, Economics
Education
Isenberg School of Management, UMass Amherst 1989 — 1991
MBA, Finance and IT
Binghamton University 1985 — 1989
BS, Economics and Mathematics
Geller & Company April 2013 - Present
Lehman Brothers (in Administration) June 2010 - January 2013
Lehman Brothers (in Administration) September 2008 - June 2010
Lehman Brothers July 2005 - September 2008
Skills
Financial Reporting, Expense Management, Compensation & Benefit, Cost Reporting, Insolvency, Middle Office, Fixed Income, Derivatives, Equities, Allocations
Education
City University (GB) 1993 — 1996
Business Studies, Honours, 2:1
Geller & Company ConsultantRGP2013 - 2014
Skills
Outlook, Excel, Word, Problem Solving, Customer Relations, Microsoft Office, Accounting, Financial Reporting, Financial Analysis, Windows, Analysis, Team Leadership
Education
Adelphi University 1991 — 1993
mba, finance
Geller & Company March 2004 - Present
Coach October 2003 - March 2004
Kodak Polychrome Graphics 2003 - 2003
US Army LMP Project (CSC/B2B Workforce) 2002 - 2003
American Standard 1999 - 2001
Skills
ABAP, SAP BW, ECC, SAP Netweaver, SAP R/3, IDOC, SD, SAPScript, SAP BI, SAP ERP, BAPI, SAP FI, EDI, SAP Implementation, Smartforms, Business Intelligence, Data Migration, SAP SD, SAP BPC, SAP Portal, SAP XI, IDoc
Education
Tyumen State University of Architecture and Civil Engineering
MS in CE
Con Edison - Labor Relations June 2013 - Present
CognoLink Limited February 2013 - June 2013
Independent Contractor November 2011 - February 2013
Geller & Company March 2011 - October 2011
Nomura April 2010 - March 2011
Citi December 2005 - January 2009
Visiting Nurse Service of New York April 2001 - November 2005
Skills
PeopleSoft, Employee Relations, Employee Benefits, Onboarding, Human Resources, Recruiting, Benefits Administration, Performance Management, Employee Engagement, Applicant Tracking..., HR Policies, Change Management, Personnel Management, Policy, Training, New Hire Orientations, Organizational..., Employee Training, Sourcing, Employment Law, FMLA
Education
Baruch College 2011 — 2014
Master's Degree, Industrial & Labor Relations, 3.6
City University of New York City College 2005 — 2008
Bachelor of Science, Interdisciplinary Arts / Psychology
Altus Capital Partners March 2013 - Present
Morgan Stanley July 2012 - March 2013
Independent Consultant May 2011 - July 2012
SS&C Technologies February 2010 - May 2011
Geller & Company June 2005 - February 2010
Bad Boy Entertainment April 2004 - June 2005
Education
Berkeley College 2002 — 2004
BBA, Accounting/Finance
Zephyr Management, L.P. February 2010 - January 2011
Geller & Company December 2006 - February 2010
Education
Baruch College, City University of New York (CUNY)
Citi Group July 2010 - Present
Barclays Capital May 2007 - January 2011
Macy's East March 2006 - May 2007
Geller & Company May 2004 - March 2006
Bloomberg May 2004 - March 2006
Macy's East July 2001 - May 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Asset Managment, Portfolio Management, Real Estate Transactions, Asset Management, Real Estate Economics, Due Diligence, Property Management, Investments, Corporate Real Estate, Real Estate, Capital Markets, Finance, Disposition, Real Estate Development, Strategic Financial..., Vendor Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
Kimberly-Clark May 2013 - Present
Voith Holding Inc January 2013 - April 2013
Central Garden and Pet October 2012 - December 2012
Geller & Company September 2011 - August 2012
Madison Square Garden August 2010 - December 2010
Gray Line New York Sightseeing Tours August 2009 - November 2009
Philips International Holding Corp. June 2009 - September 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Access, SAP, Bloomberg Terminal, QuickBooks, Oracle, Accounting, Account Reconciliation, Customer Service, Tax, Finance, Analysis, Microsoft Word, Financial Analysis, Accounts Payable
Education
University of Wisconsin-Oshkosh 2013 — 2015
Master of Business Administration (MBA), International Business
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor, Accounting- CPA
Deloitte January 2009 - Present
Geller & Company December 2007 - December 2008
Education
City University of New York-Brooklyn College 2007 — 2008
Bachelor of Science, Accounting
State University of New York at Stony Brook 2002 — 2007
Bachelor of Science, Business Management, Economics, China Studies
GM Financial November 2013 - Present
American Express February 2007 - July 2011
Geller & Company November 2004 - February 2007
Skills
Financial Analysis, Accounting, Internal Controls, Financial Services, Auditing, Financial Modeling, Internal Audit, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Banking, Financial Risk
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Accounting
Geller & Company July 2008 - Present
Bear Stearns August 2007 - June 2008
KeySpan/National Grid July 2004 - July 2007
Adecco June 2000 - June 2004
Pricewaterhousecoopers September 1997 - June 2000
Coopers & Lybrand 1990 - 1997
Skills
State Tax, Corporate Tax, Tax, Tax Research, Tax Accounting, Tax Law, Income Tax, International Tax, Property Tax
Education
Fordham University School of Law 1987 — 1990
JD, Law
Adelphi University 1984 — 1984
Grad Certif, Paralegal
Stony Brook University 1980 — 1984
BA, History
Geller & Company November 2014 - Present
Investcorp October 2010 - November 2014
Tandem Global Partners August 2008 - October 2010
Ceres Capital Partners August 2004 - January 2008
Skills
Hedge Funds, Client Services, Document Management, Surveillance, Administrative Support, Research, Legal Documents, Compliance Support, Structured Finance, Document Review, Investment Banking, Administrative..., Due Diligence, Investments, Emerging Markets, Mutual Funds, Alternative Investments, Fixed Income
Education
City University of New York 1998 — 2000
Anthropology/Archaeology
Mount Mansfield Union High School 1991 — 1995
Geller & Company February 2008 - Present
Deloitte November 2000 - January 2008
NYC Department of Investigation August 1997 - August 2000
Skills
Financial Reporting, Internal Controls, Financial Accounting, Forensic Accounting, Financial Statement..., Analytical Skills, Microsoft Office, US GAAP, Statement of Cash Flow, Technical Accounting..., SAP BI
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting
The Related Group December 2011 - Present
Select Equity Group May 2010 - May 2011
Geller & Company 2009 - 2010
Northwestern Mutual Life 2002 - 2009
sony bmg 1999 - 2001
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Accounting, Financial Reporting
Education
Bergen Community College 2009 — 2014
Associate's degree, Accounting
Hudson Catholic 1990 — 1994
Caldwell University
Bachelor's Degree, Accounting
Geller & Company April 2013 - Present
GIA Partners October 2009 - March 2013
Reich & Tang Asset Management August 2007 - September 2009
BNY Mellon February 2007 - July 2007
ING Financial Markets, LLC September 2006 - February 2007
Skills
Excel, PowerPoint, Financial Analysis, Word, Microsoft Office, Polish, conversational French
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Penn State University 2002 — 2006
BS, Management and International Business
Flashpoint Medica August 2013 - Present
Arnell Group October 2012 - July 2013
Siegel+Gale October 2011 - September 2012
Guidepoint Global November 2010 - October 2011
Geller & Company February 2009 - January 2010
Michael Page International March 2008 - February 2009
Marakon Associates August 1998 - February 2007
Xerox Corporation February 1997 - July 1998
Xerox Corporation February 1995 - January 1997
Citicorp Mortgage August 1994 - January 1995
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Strategic Financial..., Managerial Finance, Finance, Accounting, Business Planning, Business Strategy, Strategic Planning, Restructuring, Analysis, Sarbanes-Oxley Act, Human Resources, Executive Management, Change Management, Internal Controls, Recruiting, Financial Accounting, Budgets, Management, P&L Management, Corporate Finance, Mergers & Acquisitions, Financial Planning, Risk Management
Education
Baruch College 1987 — 1989
BBA, Public Accounting
Geller & Company November 2005 - Present
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Financial Analysis, Variance Analysis, Consolidation, Financial Statements, Financial Accounting, Internal Controls, QuickBooks, Accounts Payable
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance and Financial Management Services
State University of New York at Binghamton 2000 — 2003
BS, Human Resources Development
Castleton Commodities International August 2013 - September 2014
RBS & RBS Sempra Commodities March 2010 - July 2013
Geller & Company April 2005 - April 2009
Pitney Bowes 1998 - June 2005
Education
Academia de Studii Economice din București
Master's degree, Accounting, Finance and Information Systems
Morgan Stanley June 2010 - Present
Phillips de Pury & Company March 2008 - March 2010
Geller & Company September 2006 - March 2008
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Financial Modeling, Variance Analysis, General Ledger, Account Reconciliation, Consolidation, Real Estate, Financial Statements, US GAAP, Strategic Financial..., Cash Flow, GAAP, Fixed Assets, Accruals, JD Edwards, Cash Flow Forecasting, Hyperion Enterprise, Internal Controls, Corporate Finance, Finance, Managerial Finance, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
BBA, Accounting
Serengeti Asset Management May 2013 - Present
Alden Global Capital December 2010 - April 2013
Deloitte & Touche July 2005 - November 2010
Geller & Company September 2003 - July 2005
Education
Baruch College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Geller & Company 2014 - 2015
Geller & Company 2014 - 2015
Merrill Lynch August 2010 - September 2014
Rivet NY September 2009 - August 2010
Draftfcb (Interpublic Group of Companies Inc.) June 2007 - September 2009
Skills
Revenue Recognition, Process Automation, Process Design, Accounting, Finance, Financial Accounting, Financial Analysis, Microsoft Excel, Process Improvement, Financial Reporting, Account Reconciliation, US GAAP, Budgets, Analysis, Hyperion, Internal Controls, Variance Analysis, General Ledger, VBA, Oracle Discoverer, SAP ERP, Financial Modeling, Accounts Payable, Accounts Receivable, Monthly Close Process
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
Master of Science, Accountancy
Baruch College 2005 — 2009
Bachelor of Business Administration, Finance and Investments
Geller & Company June 2013 - Present
Advanced Technology Ventures January 2011 - June 2013
KPMG LLP. September 2007 - December 2010
Morgan Stanley Smith Barney 2004 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Excel, Private Equity, Auditing, US GAAP, Accounting, SEC filings, Valuation, Internal Controls, CPA, Mergers & Acquisitions, Financial Accounting, Venture Capital, Sarbanes-Oxley Act, Big 4, Corporate Finance, Budgets, Investments, GAAP
Education
Babson College 2003 — 2007
Bachelor of Science in Business Administration, Dual Concentration - Accounting and Finance
Marsh & McLennan Companies September 2015 - Present
Geller & Company February 2014 - September 2015
PricewaterhouseCoopers August 2011 - February 2014
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Financial Modeling, Microsoft Excel, Forecasting, US GAAP reporting
Education
Bucknell University 2007 — 2011
BSBA, Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2012
Masters in Financial Accountancy, Financial Accountancy
Geller & Company December 2011 - Present
PricewaterhouseCoopers January 2009 - Present
PricewaterhouseCoopers June 2008 - August 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
MS (in progress), Taxation
University of South Carolina - Darla Moore School of Business 2005 — 2008
BS, Accounting & International Business
PepsiCo September 2013 - April 2014
Isime Computer Repair January 2005 - September 2013
NeilsonRatings October 2012 - December 2012
Geller & Company May 2012 - June 2012
SmartSource Rentals November 2011 - December 2011
Global Nest LLC November 2011 - November 2011
The Peak Organization August 2008 - October 2008
TAC Worldwide September 2007 - January 2008
Skills
Technical Support, System Deployment, Networking, Blackberry, Help Desk Support, Help Desk Analysis, Field Technicians, Microsoft Office, Rollout, Mac OS X, Windows 7, Altiris, Norton Ghost, Android, Desktop Deployment, Software Deployment, HP Service Manager, Outlook, Ghost Imaging, PC building, Windows 7 Migration, Remote User Support, Active Directory, Software Installation, Troubleshooting, Vendor Management, Computer Hardware, Technical Recruiting
Education
Ashford University 2010 — 2014
Business Information Systems, Business Information Systems
EY September 2012 - May 2015
Geller & Company June 2012 - April 2013
Ernst & Young July 2011 - August 2011
Assurant July 2010 - July 2011
Medallion Financial Group June 2009 - June 2010
Ernst & Young June 2006 - September 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, GAAP, Auditing, Finance, Microsoft Word, Bloomberg, Account Reconciliation, Valuation, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Accounting
Fort Hamilton High School 2004 — 2007
Business & Economics
Volonakis, Bedevian & Loucas LLC January 2013 - Present
Grant Thornton LLP June 2008 - November 2009
KPMG April 2007 - May 2008
Geller & Company August 2004 - March 2007
Skills
Corporate Tax, Tax Research, GAAP, CPA, Income Tax, Accounting, Financial Reporting, Accountants, Tax Accounting
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
BBA, Accounting
Self-Employed June 2012 - Present
Geller & Company October 2009 - December 2010
Fendi August 2009 - October 2009
Skills
Windows 7, Active Directory, Linux, VMware
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BBA, Computer Information Systems
Geller & Company March 2014 - Present
Covidien September 2012 - December 2013
Covidien August 2009 - September 2012
Legg Mason December 2007 - August 2009
Terex Corporation July 2006 - December 2007
Skills
Building Business..., Business Strategy, Staff Management, Liquidity Analysis, Strategic Planning, NPV, Benchmarking, Financial Modeling, Revenue Forecasting, Working Capital Control, Cash Flow Forecasting, Hyperion Planning, SharePoint, PowerPoint, Data Analysis, Database Design, Lean Operations, Six Sigma, Managerial Finance, Project Management, Risk Management, Cash Management, Treasury, Accruals, Financial Analysis, Business Analysis, Counterparty Risk, FX Hedging, Corporate FP&A, Financial Forecasting, JBA, JD Edwards, Sungard GMI, SAP, Microsoft Excel, Hyperion Reports, Access, Microsoft Word, PeopleSoft, Essbase, Analysis, Variance Analysis
Education
Northeastern University 2014 — 2016
Master of Science (MS), Finance, General
Castleton State College 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Geller & Company Senior Global Compensation AnalystGeller & CompanyJuly 2010 - Present
Geller & Company January 2009 - June 2010
Geller & Company August 2005 - December 2008
NABS 2003 - 2005
Skills
Accounting, Business Planning, Microsoft Excel, Analysis, Financial Analysis, Variance Analysis, Deferred Compensation, Hyperion Enterprise, PeopleSoft, Finance, Corporate Finance, Financial Reporting, Financial Modeling, HRIS, Program Management, Sarbanes-Oxley Act, General Ledger, Executive Management, Account Reconciliation
Education
Baruch College 1991 — 1996
BBA, Accounting
Robert Half Finance & Accounting January 2015 - Present
Accountemps March 2014 - December 2014
Accountemps February 2014 - March 2014
Accountemps February 2012 - February 2014
The ExecuSearch Group June 2011 - January 2012
Geller & Company 2007 - 2011
Skills
Permanent Placement, Staffing Services, Temporary Placement, Accounting, Temporary Staffing, GAAP, Human Resources, Recruiting, General Ledger, Marketing, Sales, Financial Analysis, Financial Accounting, Staffing Coordination, Financial Statements, Payroll, Variance Analysis, Leadership, Project Staffing, Accounts Payable, Cash Flow, Building Relationships, Accounts Receivable, Quickbooks, Cash Management, Balance, Consolidation, Management, Finance, Microsoft Excel
Education
Baruch College 2003 — 2006
Bachelor of Business Administration (BBA), Accounting
Dutchess Community College 2000 — 2003
Associate of Arts (A.A.), Mathematics/Accounting
John Jay High School 1996 — 2000
State of NY Metropolitan Transportation Authority June 2015 - Present
The Carlyle Group October 2014 - January 2015
Star Management Services LLC August 2013 - April 2014
Entegration, Inc May 2012 - June 2013
Crystal & Company February 2012 - June 2012
Geller & Company October 2011 - January 2012
APS Healthcare November 2010 - July 2011
Parsons Brinckerhoff May 2010 - December 2010
Warner Music Group May 2009 - May 2010
Warner Music Group September 2008 - May 2009
Skills
Windows Server, Active Directory, Technical Support, Microsoft Exchange, SQL Server Management..., Windows 7, Windows XP Pro, Android, iPhone Support, Cisco Call Manager, Blackberry Enterprise..., Blackberry, Blackberry OS, Troubleshooting, Hardware, Software Installation, Hardware Support, Citrix Metaframe, Help Desk Support, Operating Systems, Windows XP
Education
Anthem Institute-Manhattan 2005 — 2008
Certificate of Completion, Computer, Networking and Security
Borough of Manhattan Community College 1998 — 2000
n/a, Computer Science and LAN administration
Nomura June 2015 - Present
Pace University September 2011 - Present
Turner Construction Company October 2014 - April 2015
Geller & Company May 2013 - July 2014
Fairway Market January 2013 - May 2013
KPMG July 2012 - August 2012
Crowe Horwath LLP July 2010 - August 2010
BDO LLP January 2010 - February 2010
Skills
Auditing, Accounting, Data Analysis, Microsoft Office, Tax, PowerPoint, Excel, Chinese, Access, QuickBooks, Finance, Financial Modeling, Financial Accounting, Internal Controls, Internal Audit, SPSS, Statistics, Bookkeeping, SAP, Bloomberg Terminal, Account Reconciliation, Financial Statements, Visio, SQL, SAS, R, Octave, Data Mining, Data Modeling, Machine Learning, Tableau, Database Design
Education
Pace University - Lubin School of Business 2011 — 2013
Master, Accounting
Central University of Finance and Economics 2007 — 2011
Bachlor, Accounting
Fuzhou No. 1 middle school
Empire BlueCross BlueShield June 2009 - Present
Geller & Company 2013 - 2014
Geller & Company 2013 - 2014
Empire BlueCross BlueShield April 2006 - June 2009
Empire BlueCross BlueShield December 2005 - April 2006
Empire BlueCross BlueShield March 2004 - December 2005
Michael C. Fina Corporate Sales, Inc. November 2002 - January 2004
Skills
Health Insurance, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, SQL, Hyperion Essbase, Oracle, Business Objects, Microsoft Outlook, PeopleSoft ERP, Teradata SQL Assistant
Education
Baruch College 2006 — 2007
Master of Science (M.S.), Accountancy
Baruch College 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Stony Brook University 1998 — 2002
Bachelor of Science (B.A.), Economics and Business Management
Wells Fargo Insurance Services April 2008 - Present
Geller & Company September 2000 - September 2006
Skills
Adobe Creative Suite, Web Design, Adobe Acrobat, InDesign, Microsoft Office, Graphic Design, Corporate Branding, Illustrator, Brochures, Logo Design
Education
Hunter College 1985 — 2000
George W Wingate H.S. 1982 — 1985
Geller & Company January 2014 - Present
Geller & company September 2010 - December 2013
Geller & Company March 2008 - September 2010
Skills
Accounting, Business Intelligence, SAP, PeopleSoft, Microsoft Excel, Account Reconciliation, Compensation
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Master of Science (MS), Accounting
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Geller & Company November 2005 - Present
MG North America Holdings Inc July 1997 - June 2005
Skills
SAP, AS 400, Windows...
Education
Brooklyn College 1992 — 1995
Bachelor of Applied Science (BASc), Accounting
Geller & Company August 2014 - Present
Geller & Company November 2013 - July 2014
Bank of East Asia August 2012 - October 2013
State Street Corporation May 2012 - August 2012
Law Office of Deborah Chan, P.C. September 2010 - May 2012
New York Methodist Hospital October 2010 - February 2011
Skills
QuickBooks, Accounting, Financial Analysis, Microsoft Excel, Auditing, Financial Accounting
Education
Baruch College 2013 — 2014
Master of Science, Taxation
Baruch College 2008 — 2012
Accounting
Geller & Company August 2013 - Present
Barclays Investment Bank 2001 - Present
J.P. Morgan March 2000 - October 2001
Arthur Andersen Business Consulting November 1998 - March 2000
Arthur Andersen September 1994 - November 1998
Skills
CPA, Series 7, Series 63, Series 27, Member of AICPA, SAP ERP, Valuation, Fixed Income, FINRA, Finance, Bloomberg, Financial Services, Risk Management, Financial Analysis, Capital Markets, Financial Modeling, Investment Banking, Derivatives, Financial Reporting, Equities, Corporate Finance, Accounting, Hedge Funds
Education
Binghamton University - School of Management 1990 — 1994
Bachelor of Science (B.S.), Accounting
Kansai Gaidai 1993 — 1993
East Asian Studies
Vector Media New York March 2015 - Present
Loud Partners Inc. January 2014 - Present
Geller & Company May 2013 - July 2014
Skills
Troubleshooting, Networking, Microsoft Excel, Vendor Management, Windows Server, Microsoft Office, Active Directory, Help Desk Support, Business Analysis, Citrix
Education
City University of New York City College 2010 — 2014
Jazz Performance, Music
Millbrook Highschool 2006 — 2010
Advanced Regents Diploma
Geller & Company June 2014 - Present
EY July 2010 - Present
EY May 2008 - June 2010
Skills
Auditing, Financial Reporting, Budgets, Microsoft Office, SEC filings, Internal Controls, Sarbanes-Oxley Act, Accounting, US GAAP, Supervisory Skills, CPA, External Audit, Financial Accounting, GAAP, Microsoft Excel, SEC Filings
Education
University of Virginia 2010 — 2011
Master of Science (M.S.), Accounting
City University of New York-Baruch College 2006 — 2010
Bachelor of Science (B.S.), Accounting