Citrin Cooperman & Company, LLP
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1979 Subsidiaries: Sharkansky LLP, Joel Popkin & Co,
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Citrin Cooperman & Company, LLP Employees
The NPD Group February 2013 - Present
Citrin Cooperman June 2012 - February 2013
Citrin Cooperman & Company, LLP November 2010 - June 2012
Skills
Tax, Corporate Tax, Tax Preparation, Tax Accounting, Tax Research, Income Tax, Partnership Taxation, GAAP, Tax Returns, Accounting
Education
Fairfield University 2006 — 2010
Bachelor of Science, Accounting
Citrin Cooperman & Company, LLP November 2010 - Present
Rose, Dratch, and Gilbert P.A. June 2009 - November 2010
Skills
Partnership Taxation, Tax Accounting, QuickBooks, Tax, Income Tax, Corporate Tax, Bookkeeping, Financial Analysis, Tax Preparation, Tax Research, Accounts Receivable, Auditing, Financial Reporting, Tax Returns, Business Valuation, Internal Controls, Accounting, Assurance, Lacerte, CPA, Sales Tax, Strategic Financial..., Financial Statements, Due Diligence, US GAAP, Hospitality Consulting, Hospitality Finance, Restaurants, New Restaurant Openings, Franchising, Franchise Consulting, Franchise Agreements, Forensic Accounting, GAAP, SEC filings, Payroll, High Net Worth...
Education
Fairleigh Dickinson University 2009 — 2010
M.S., Accounting
Johnson and Wales University 2005 — 2009
B.S., Accounting
RobertPruitt.Com January 2014 - Present
F-I-T Now, LLC August 2010 - Present
Greystar January 2009 - May 2011
JPI December 2007 - January 2009
KB Home May 2005 - November 2006
Citrin Cooperman & Company, LLP October 1997 - August 2004
Skills
Zumba Instructor, Flirty Girl Fitness..., Real Estate, Customer Service, Microsoft Excel, Budgets, Outlook, YogaFit Instructor, Fitness, Healthy Lifestyles, Wellness Coaching, Coaching, Public Relations, Process Scheduler, Leadership, Human Resources, Management, Training, Personal Branding, Talent Booking, Idea Generation, Social Media Outreach, Microsoft Office, Social Media
Education
Fernando Arturo de Merino
LaGuardia Community College
Liberal Arts
Shelly A. Panico, CPA February 2015 - Present
Michaud Accavallo Woodbridge & Cusano, LLC May 2014 - February 2015
Marcum LLP July 2013 - May 2014
Citrin Cooperman & Company, LLP June 2006 - June 2013
PricewaterhouseCoopers 2002 - 2005
Price Waterhouse Coopers 1999 - 2002
Sandra Woodbridge, CPA 1994 - 1999
Skills
Tax, Tax Accounting, Tax Returns, Income Tax, Tax Preparation, Tax Research, US Tax, Accounting, Small Business, QuickBooks, CPA
Education
Quinnipiac University 1994 — 1998
BA, Accounting
Citrin Cooperman & Company, LLP May 2005 - Present
Skills
Tax, Tax Research, Corporate Tax, Tax Returns, Sales Tax, Non-profits, CPA, S Corporations, Tax Accounting, Partnership Taxation, Tax Preparation, GAAP, Forensic Accounting, Income Tax, SEC filings, International Tax, US Tax, Internal Controls, QuickBooks, Financial Analysis, Assurance, Nonprofits, Accounting, Financial Planners, Auditing, Financial Reporting, Financial Statements
Education
Seton Hall University 1997 — 2000
Masters, Taxation
Fairleigh Dickinson University-Metropolitan Campus 1986 — 1990
Bachelor, Accounting
Citrin Cooperman & Company, LLP June 2012 - Present
Margolin, Winer & Evens LLP December 1990 - June 2012
Laventhol & Horwath January 1984 - December 1990
Skills
Litigation Support, Expert Witness, Forensic Accounting, Valuation, Computer Forensics, Business Valuation, Litigation Consulting, Fraud Investigations, Dispute Resolution, Restructuring, Investigation, Certified Fraud Examiner, Financial Accounting, US GAAP, Tax Accounting, Finance, Tax Research, Creditors' Rights, Receiverships, International Tax, Liquidation, FCPA, Chapter 11, Financial Statements, Tax Returns, Corporate Recovery, CPA, Income Tax, Corporate Tax, Internal Audit, Debt Restructuring, Cash Management, Private Equity, Shareholder, QuickBooks, S Corporations, Internal Controls, Forensic Analysis, GAAP, SEC filings, Securities Litigation, Financial Modeling, Asset Tracing, Partnership Taxation, Tax Preparation, SEC Filings, Sales Tax
Education
City University of New York-Brooklyn College 1976 — 1979
Bachelor of Science, Accounting
KPMG US July 2015 - Present
KPMG October 2010 - Present
KPMG July 2009 - August 2009
Citrin Cooperman & Company, LLP June 2007 - August 2007
Education
Tulane University - A.B. Freeman School of Business 2009 — 2009
MACCT, Accounting
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Legal Studies in Business
Comillas Pontifical University 2007 — 2007
Business and Economics
University of Pennsylvania 2005 — 2005
Citrin Cooperman & Company, LLP September 2006 - Present
Cohen, Doren, Addeo & Co., 2003 - 2006
Lighthouse Financial Advisors Inc. 2003 - 2003
Skills
Tax, Business, High Net Worth..., Accounting, Financial Reporting, Auditing, Accounts Payable, Tax Preparation, Accounts Receivable, QuickBooks, Strategic Financial..., Internal Controls, Small Business, Sarbanes-Oxley Act, Financial Accounting, Microsoft Excel, Account Reconciliation, Forecasting, Financial Analysis, S Corporations
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2008
Master of Accountancy in Taxation, Taxation
New Jersey City University 2002 — 2003
Bachelor of Science, Accounting
Hudson County Community College 1998 — 2002
Associate in Applied Science, Accounting
Grassi & Co. January 2015 - Present
Ives Sultan & Spike CPAs September 2011 - December 2014
MDI Management Developers Inc. September 2010 - September 2011
Citrin Cooperman & Company, LLP June 2007 - June 2007
Skills
Accounting, QuickBooks, Financial Analysis, Financial Reporting, Auditing, Microsoft Excel, Tax, ProSystem fx Tax, Financial Accounting, Tax Preparation, Lacer, Engagement, Forensic Accounting
Education
Hofstra University 2011 — 2013
Master of Business Administration (MBA), Accounting
Bentley University 2007 — 2011
B.S., Accounting
Presage Capital Management, LLC March 2013 - Present
Citrin Cooperman & Company, LLP October 2011 - March 2013
Lowenhaupt Global Advisors September 2009 - October 2011
Presage Capital Management June 2007 - September 2009
Fidelity Investments March 1996 - May 2007
Skills
Asset Management, Estate Planning, Tax, Trading, Financial Planning, Risk Management, Financial Modeling, SAS E-Miner, SAS programming, Investments, Investment Management, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Securities, Investment Strategies, Portfolio Management, Equities, Hedge Funds, Fixed Income, Retirement Planning, Series 63, Finance, Financial Analysis, Financial Services, Financial Advisory, Valuation, Due Diligence, Capital Markets, Bloomberg, High Net Worth..., Private Equity, Retirement, Bonds, Equity Research, Wealth Management..., 401k, Derivatives, Options
Education
Northeastern University 1984 — 1988
BS, Finance & Accounting
Citrin Cooperman & Company, LLP 2011 - Present
J.H. Cohn LLP 2008 - 2011
BDO USA, LLP 2001 - 2008
Skills
SEC filings, Auditing, Internal Controls, US GAAP, GAAP
Education
Pace University - Lubin School of Business 1999 — 2001
Bachelors, Public Accounting
Citrin Cooperman & Company, LLP December 2003 - December 2013
Leshkowitz & Co. June 2001 - December 2003
Education
Touro College 1999 — 2002
BS, Accounting
Citrin Cooperman & Company, LLP November 2010 - Present
Schwartz & Hofflich, LLP December 2006 - November 2010
McGladrey & Pullen 2000 - 2006
Skills
Tax, Income Tax, Management Consulting, Internal Controls, Accounting, Auditing, CPA, Finance, Payroll, Estate Planning, Corporate Tax, Tax Preparation, GAAP, Partnership Taxation, US GAAP, Tax Accounting, Financial Reporting, Real Estate, Tax Research, Strategic Financial..., Due Diligence, Small Business, Mergers & Acquisitions, Tax Returns
Education
Iona College 1971 — 1975
BBA, Accounting & Tax
Citrin Cooperman & Company, LLP 1979 - Present
Norwalk Mentor Scholarship Fund 2008 - 2013
Schwartz & Hofflich LLP August 1979 - October 2010
Marching Bears, Inc. 2005 - 2008
Education
Fairfield University
Bachelors, Accounting
David Anderson & Associates, LLC August 2013 - Present
Citrin Cooperman & Company, LLP October 2010 - August 2013
Marcum, LLP February 2010 - October 2010
SweetskinZ, Inc. May 2006 - February 2010
Margolis & Company (Marcum) December 1995 - May 2006
Resolution Trust Corporation October 1992 - December 1995
American Property Group, Inc. 1985 - 1987
Deloitte Haskins & Sells 1978 - 1981
Skills
Certified Fraud Examiner, Litigation Support, Accounting, Forensic Accounting, Business Valuation, Management, General Ledger, Certified Valuation..., Mergers & Acquisitions, Strategic Planning, Forecasting, Financial Analysis, Finance, Risk Management
Education
University of Pennsylvania 1976 — 1978
MSE, Systems Engineering
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Strategic Planning
Millsaps College 1972 — 1976
BBA, Accounting
Citrin Cooperman & Company, LLP October 2007 - Present
Education
St. John's University 2010 — 2012
Master’s Degree, Taxation
City University of New York-Brooklyn College 1999 — 2001
BS, Accounting
LePatner & Associates LLP December 2001 - Present
Citrin Cooperman & Company, LLP July 1998 - December 2001
Skills
Member Board NYSSCPA..., Co-Chair Accountants in..., Barnard Alumnae -...
Education
Barnard College
B.A., Economics
New York University - Leonard N. Stern School of Business
M.B.A., Finance
Citrin Cooperman & Company, LLP June 2002 - Present
Self-employed 2000 - 2002
Community Aid for Retarded Children September 1984 - October 2000
Education
Dutchess Community College
Accounting
Citrin Cooperman & Company, LLP February 2008 - Present
Lazar Levine & Felix LLP January 2005 - February 2008
Livingston Wachtell 1986 - 2004
Skills
Tax, Income Tax, Accounting, International Tax, Partnership Taxation, Tax Research, Tax Accounting, Corporate Tax, Due Diligence, Tax Advisory, Account Reconciliation, Estate Planning, Internal Controls, CPA, S Corporations, Sales Tax, Bookkeeping, Tax Law, Strategic Financial..., Gift Tax, QuickBooks, Tax Returns, Estate Administration, Property Tax, Sarbanes-Oxley Act, Cash Flow, Trust Taxation, Finance, Restructuring, Assurance, High Net Worth..., US GAAP, Certified Fraud Examiner, IRS, State Tax, Litigation Support, Financial Reporting, Business Valuation, Corporate Governance, Financial Planners, Tax Preparation, US Tax, ProSystem fx Tax, Financial Accounting, Financial Statements, Small Business, Financial Analysis, General Ledger, Auditing, Estate Tax Planning
Education
Brooklyn Law School 1978 — 1982
JD, Tax
Fordham University 1974 — 1978
Bachelor of Science (BS), Accounting and Quantitative Analysis
Citrin Cooperman Wealth Management, LP 2008 - Present
Citrin Cooperman & Company, LLP November 2007 - Present
EastCoast Financial 1987 - Present
YMSR Investment Advisors, Inc. 1993 - 2008
Yampolsky, Mandeloff, Silver, Ryan & Company, P.C., Certified Public Accountants 1987 - 2007
Yampolsky, Mandeloff & Company, Certified Public Accountants 1981 - 1987
Skills
Due Diligence, Financial Planning, Tax, Accounting, Strategic Financial..., Corporate Tax, Investments, Wealth Management, Finance, Investment Properties, Wealth Management..., Financial Advisory, Strategic Planning, Tax Preparation, High Net Worth..., Mergers & Acquisitions
Education
Temple University 1971 — 1974
Bacherlor of Business Administration in Accounting, Business and Accounting
Citrin Cooperman & Company, LLP November 2003 - Present
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax, Financial Reporting, Tax Research, Tax Accounting
Education
New Jersey City University 1990 — 1995
American Institutes Holdings, Inc July 2012 - Present
American Institutes Holdings, Inc January 2011 - June 2012
Citrin Cooperman & Company, LLP September 2008 - February 2010
Skills
Accounting, Financial Reporting, Reconciliation, Accounts Payable, Bookkeeping, Month End Close, Monthly Reporting, Forecasting, Financial Modeling, Account Reconciliation, Accounts Receivable, General Ledger, US GAAP, Variance Analysis, Consolidation, Financial Statements
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, Accounting
University at Albany, SUNY 2003 — 2005
Accounting
North Rockland High School 2000 — 2003
Arch Insurance Group April 2014 - Present
1199SEIU Funds May 2012 - April 2014
Citrin Cooperman & Company, LLP June 2011 - March 2012
ProSight Specialty Insurance September 2010 - May 2011
Haver Analytics May 2009 - October 2010
Volunteering Income Tax Assistant January 2009 - April 2009
Doral Bank November 2004 - December 2007
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Mas 90, Peachtree, FoxPro, Accpac, Oracle Application..., Access, Cash Management, Financial Analysis
Education
Pace University - Lubin School of Business 2006 — 2008
BBA, Public Accounting
Kingsborough Community College 2003 — 2006
AAS, Accounting
NYU School of Professional Studies
LillianRabin, EA January 1994 - Present
Waldman Hirsch & Company LLP 2014 - 2015
Marcum LLP March 2012 - April 2012
Citrin Cooperman & Company, LLP February 2005 - March 2009
Weinick Sanders Leventhal & Co., LLP November 1996 - August 2004
Bridgewater Advisors, Inc February 1996 - October 1996
KPMG Peat Marwick, LLP January 1994 - April 1995
Video Monitoring Services of America, Inc March 1990 - August 1992
Skills
Tax, Client Representation, Accounting, Tax Compliance
Education
Baltic State Technical University "VOENMEH" named after D.F. Ustinov 1967 — 1972
Master in Science, Mechanical Engineering
Enrolled Agent licensed to practice before the Internal Revenue Service
certificate, Taxation
Restaurant Consulting and Bookkeeping 2007 - Present
Citrin Cooperman & Company, LLP 2005 - 2007
Bastianich/Batali restaurant group 1992 - 2002
Skills
Restaurant Bookkeeping
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
Verizon Wireless 2004 - Present
Aspen Technology 1997 - 2004
H.W. Wilson Company 1995 - 1997
Citrin Cooperman & Company, LLP 1993 - 1995
Education
NYU Information Technologies Institute 1988 — 1992
Cert PC Software Development, C/C++, OOD, Technical writing
The Juilliard School 1975 — 1979
BM, MM, Music, Bassoon
Cullen & Danowski, LLP June 2009 - Present
Ernst & Young LLP October 2004 - April 2009
Citrin Cooperman & Company, LLP 2003 - 2004
Goldstein Golub Kessler LLP 1994 - 2003
Skills
Non-profits, Government, Financial Accounting, Internal Controls, Auditing, Financial Reporting, Accounting, CPA, Budgets, Financial Audits, SEC filings, US GAAP, Tax, Tax Preparation, Financial Analysis, Corporate Tax, Sarbanes-Oxley Act, Management Consulting, Assurance, General Ledger, Management, External Audit, Income Tax, Managerial Finance, QuickBooks, Financial Statements, Variance Analysis, Nonprofits, Revenue Recognition
Education
SUNY at Old Westbury 1986 — 1993
B.S., Accounting
Nassau Community College
Associates Degree, Programming and Data Processing
PwC December 2013 - Present
Rothstein Kass January 2008 - December 2012
Ernst & Young March 2004 - December 2007
Citrin Cooperman & Company, LLP February 2003 - February 2004
AmeriCap Advisers, LLC May 2002 - January 2003
American Express Tax & Business Services, Inc./Goldstein Golub Kessler December 1997 - April 2002
Richard A. Eisner & Company, LLP November 1996 - December 1997
Yohalem Gillman & Company April 1996 - November 1996
Skills
Accounting, Hedge Funds, Fund Of Funds, Auditing, Equities, Derivatives, Financial Reporting, Internal Controls, Tax, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Accountancy in Taxation, Taxation
Hofstra University 1986 — 1990
Bachelor of Business Administration, Accounting; accounting
Temple University August 2015 - Present
Organo Gold - November 2013 - Present
Horizon House, Inc. July 2013 - 2014
Citrin Cooperman & Company, LLP 2011 - February 2013
University of Pennsylvania January 2008 - September 2010
Skills
Microsoft Excel, Employee Benefits, Outlook, Microsoft Office, PowerPoint, Payroll, Microsoft Word, Recruiting, Customer Service, Event Planning, Data Entry, Public Speaking, Research, Administrative..., Human Resources, Interviews, Management, Accounts Payable, Invoicing, Employee Relations, Process Scheduler, Leadership Development, Social Networking, Strategic Planning, Time Management, Leadership, Administration, Team Building, Administrative...
Education
Peirce College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Citrin Cooperman Wealth Management, LP May 2009 - Present
Citrin Cooperman & Company, LLP 2009 - Present
Skills
Estate Tax Planning, Life Insurance Design, Creative Tax Solutions, Wealth, Investment Advisory..., Tax, Estate Planning, Asset Protection, Succession Planning, Wealth Management, Insurance, Trusts, Investment Advisory, Retirement Planning, High Net Worth..., Retirement, Tax Accounting, Income Tax, Management
Education
Syracuse University College of Law 1986 — 1989
JD, law
Union College 1982 — 1986
BA, Political Sciene
South Brunswick School District August 2013 - Present
Weichert Realtors April 2007 - Present
WithumSmith+Brown December 2011 - August 2013
Citrin Cooperman & Company, LLP September 2010 - November 2011
Citrin Cooperman & Company, LLP February 2007 - September 2010
Skills
Financial Reporting, Tax Preparation, Financial Statement..., Financial Statement..., Audits of Employee..., QuickBooks, Auditing, General Ledger, Payroll, GAAP, Finance, CPA, Tax Returns, Accounting, Financial Statements, Internal Controls, Tax Accounting, Corporate Tax, Budgets, Income Tax, US GAAP, ProSystem fx Tax, Tax
Education
Fairleigh Dickinson University 2010 — 2011
Master of Science, Accounting
Fairleigh Dickinson University 2006 — 2010
Bachelor of Science, Accounting
Citrin Cooperman & Company, LLP November 2010 - Present
Rose, Dratch & Gilbert, PA January 1970 - December 2010
Rose, Dratch & Gilbert, PA January 1970 - November 2010
Skills
Business Valuation, Litigation Support, Tax, Estate Planning, Tax Accounting, Tax Returns, Income Tax, Tax Preparation, Partnership Taxation, Tax Research, S Corporations, Corporate Tax, High Net Worth..., Assurance, Sales Tax, Due Diligence, Financial Planners, Strategic Financial..., Financial Planning, Forensic Accounting
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1962 — 1966
Bachelor of Arts (BA), Economics
Citrin Cooperman & Company, LLP 2004 - Present
Skills
Strategic Consulting, Accounting, Tax Compliance, Tax Planning, Financial Planners, Business Services, Succession Planning, Estate Planning, High Net Worth..., Tax Preparation, Income Tax, Corporate Tax, CPA, Mergers & Acquisitions, Tax, Management Consulting, Management, Forensic Accounting, Tax Returns, Tax Accounting, Tax Research, Financial Planning
Education
New York Institute of Technology-Old Westbury
Bachelor of Science, Construction Management & Architectural Technology
SUNY New Paltz
Bachelor of Science, Accounting
Citrin Cooperman & Company, LLP January 2004 - Present
Skills
Internal Controls, Auditing, Accounting
Education
Iona College 1995 — 1999
Citrin Cooperman & Company, LLP June 2011 - Present
Eisman Zucker Klein & Ruttenberg LLP June 2002 - June 2011
McGladrey & Pullen LLP November 1999 - June 2002
Weber Lipshie & Co January 1990 - September 1995
Maurice Singer & Company February 1986 - December 1989
Skills
Accounting, Auditing, CPA, Corporate Tax, Due Diligence, Finance, High Net Worth..., Real Estate, Risk Management, Tax, Internal Controls, GAAP, Financial Reporting, Mergers & Acquisitions, SEC filings, Income Tax, Tax Preparation, Financial Services, Investments, Financial Analysis
Education
State University of New York College at Oswego 1983 — 1985
Bachelor's Degree, Accounting
Broome Community College - Binghamton NY 1979 — 1980
Binghamton, NY - Associates Degree, Accounting
Chowan University 1978 — 1979
Murfreesboro, NC, Accounting
Binghamton Central
NY GOLD & SILVER TRADING INC June 2011 - Present
Citrin Cooperman & Company, LLP August 2008 - May 2011
SUPERIOR GOLD, INC. February 2006 - July 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Tax, Assurance, Auditing, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Due Diligence, Income Tax, General Ledger
Education
City University of New York-College of Staten Island 2004 — 2008
BS, ACCOUNTING
Citrin Cooperman & Company, LLP February 2009 - Present
Willamette Management Associates 2003 - February 2009
Scillia, Dowling & Natarelli 2001 - 2003
Centerprise Advisors July 2000 - 2003
Urbach Kahn & Werlin 1989 - 2000
Schachter & Co. 1979 - 1989
Schachter & Horan 1974 - 1979
Lester Witte & Co. 1969 - 1974
Skills
Litigation Support, Forensic Accounting, Mergers, Valuation, Business Valuation, Tax, Due Diligence, Litigation Consulting, Fraud, CPA, Litigation, Civil Litigation, Financial Analysis, Mergers & Acquisitions, Expert Witness, Restructuring, Auditing, Accounting, Tax Law, Finance
Education
Pace University - Lubin School of Business
Advanced Certificate, Taxation
Pace University - Lubin School of Business
MBA
University of Pennsylvania - The Wharton School 1961 — 1965
B.S., Economics
Citrin Cooperman & Company, LLP June 1991 - Present
Shore Developments 2001 - 2012
Goldstein Golub Kessler & Co June 1985 - June 1991
Skills
Business Consulting, Merger & Acquisition..., Strategic Tax Planning, Organization..., Accounting & Audit
Education
Pace University - Lubin School of Business 1982 — 1985
BBA - Public Accounting
Grassi & Co. July 2015 - Present
Citrin Cooperman & Company, LLP July 2011 - June 2015
Woozy Fly January 2007 - May 2008
Lend America February 2006 - January 2007
First Fidelity April 2003 - February 2006
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Accounting, Financial Reporting, Sales, Customer Service, Tax Preparation, QuickBooks, Management, Income Tax, Finance, Financial Accounting, Tax, Analysis, Tax Returns
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
Bachelor’s Degree, Accounting
CBIZ MHM LLC August 2015 - Present
Hertz Herson, LLP January 2013 - July 2015
Citrin Cooperman & Company, LLP November 2011 - January 2013
Iona College September 2009 - 2013
Weiser, LLP August 2005 - November 2009
Weinick Sanders Leventhal LLP 2005 - 2005
Gelfand, Rennert & Feldman, LLP June 2001 - July 2004
Maier Markey & Justic LLP 1996 - 1999
Skills
Tax, Accounting, Financial Reporting, QuickBooks, Auditing, Bookkeeping, Income Tax, Tax Preparation, Accounts Payable, Accounts Receivable, Financial Analysis, Internal Controls, Financial Accounting, Partnership Taxation, Corporate Tax
Education
Iona College 2005 — 2008
MBA, Finance & HR
Harrison High School 1991 — 1993
Citrin Cooperman & Company, LLP June 2013 - July 2015
K&G Fashion Superstore July 2009 - July 2013
DeVry University October 2009 - November 2011
Chili's October 2008 - July 2009
Skills
Customer Service, Leadership, Event Planning, Outlook, Customer Satisfaction, Project Management, Team Leadership, Inventory Management, Access, Training, Microsoft Word, Social Networking, Microsoft Excel, Public Speaking, Time Management, Microsoft Office, Data Entry, Business Analysis, Leadership Development, PowerPoint, Troubleshooting, Sales, Process Scheduler, Budgets, Data Analysis, Acting, Songwriting, Vocalist, Poetry, Entrepreneurship, Marketing Strategy, Public Relations, Contract Negotiation, Investments, Stage Management, Strategic Planning, Social Media, Team Building
Education
DeVry University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration with a focus in Project Management, Graduate
Imhotep Institute Charter High School 2004 — 2008
High School Diploma
Vuture June 2013 - Present
Kaye Scholer LLP April 2012 - May 2013
Citrin Cooperman & Company, LLP August 2011 - March 2012
EducationDynamics September 2008 - August 2011
GoalQuest January 2008 - July 2008
TC Magazine May 2007 - May 2008
St. Vincent Auxiliary USTA Futures Tournament January 2008 - April 2008
Skills
Social Networking, Email Marketing, Marketing, Recruiting, New Media, Project Management, Online Marketing, Marketing Communications, Event Management, Event Planning, Social Media, Online Advertising, Social Media Marketing, Digital Marketing, Advertising
Education
Harding University 2004 — 2008
Legrand/Pass & Seymour April 2015 - Present
Patience Brewster, Inc. April 2014 - April 2015
Testone, Marshall & Discenza, LLP October 2010 - April 2014
Citrin Cooperman & Company, LLP September 2008 - September 2010
BDO Seidman, LLP September 2006 - August 2008
Skills
CPA, GAAP, Internal Controls, Auditing, Accounting, Single Audit, Financial Reporting, Financial Accounting, Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Preparation, QuickBooks, US GAAP, Financial Statements, Partnership Taxation, SEC filings, Tax Returns, Tax Research, Financial Analysis, General Ledger, Fixed Assets, Microsoft Excel, Account Reconciliation
Education
State University of New York College at Geneseo 2002 — 2006
BS, Accounting
Abby C. Shulman LLC April 2015 - Present
Citrin Cooperman & Company, LLP November 2010 - April 2015
Rose, Dratch & Gilbert 1993 - 2010
Weissbarth, Altman & Michaelson 1988 - 1993
PwC 1981 - 1988
Skills
Estate Administration, Estate Tax Planning, Fiduciary, Trustee, High Net Worth..., Income Tax, Gift Tax
Education
Lehigh University - College of Business and Economics 1977 — 1981
BS, Accounting
Janover, LLC November 2010 - Present
Park Avenue CPA Review September 2012 - Present
Common Cause New York September 1995 - Present
Theater/Film/TV 1990 - Present
Citrin Cooperman & Company, LLP August 2007 - October 2010
Flowers & Becker LLP May 2000 - August 2007
Sterling Warren Ltd January 1990 - May 2000
Education
College for Financial Planning 2012 — 2013
ADPA, Domestic Partners Advisor
College for Financial Planning 2011 — 2011
CRPC, Retirement Counseling
Temple University 1980 — 1983
MFA, Theatre
Binghamton University 1975 — 1980
BA, Theatre and Science
Susquehanna Valley High 1972 — 1975
High School Diploma and Regents Scholarship (National Honor Society), Regents Curriculum
Citrin Cooperman & Company, LLP September 2009 - Present
Skills
Financial Reporting, Forecasting, Mergers & Acquisitions, Cash Flow, Real Estate, Microsoft Excel, Budgets, Finance, Valuation
Education
Binghamton University 2005 — 2009
Bachelor of Science (B.S.), Financial Economics
Citrin Cooperman & Company, LLP August 2005 - Present
Weinick Sanders Leventhal & Co, LLP November 1981 - July 2005
Skills
Partnership Taxation, Forensic Accounting, Tax, Income Tax, Real Estate, S Corporations, Corporate Tax, Financial Reporting, Tax Accounting, Business Valuation, Financial Analysis, Tax Research, Financial Modeling, Investments, Internal Controls, Management Consulting, Accounting, Auditing, Assurance, SEC filings, CPA, Tax Preparation, US GAAP, GAAP, Due Diligence, Strategic Financial..., Tax Returns, Financial Accounting, Mergers & Acquisitions, Restructuring, Small Business, Cash Flow, Bookkeeping, Private Equity, Finance, Corporate Finance, Estate Planning, Tax Advisory, US Tax, QuickBooks, Sales Tax, State Tax, International Tax, IRS, Litigation Support, Tax Law
Education
University of Miami 1972 — 1974
City University of New York-Hunter College 1970 — 1972
TowerBrook Capital Partners L.P. January 2015 - Present
Citi December 2012 - December 2014
Quinnipiac University August 2011 - June 2012
Citrin Cooperman & Company, LLP June 2011 - August 2011
Prudential Financial June 2010 - August 2010
Kevin Brett Accounting June 2009 - August 2009
PLK Law Group June 2009 - August 2009
Education
Quinnipiac University - School of Business 2011 — 2012
Master of Business Administration (MBA), 3.6/4.0
Quinnipiac University - School of Business 2008 — 2011
Accounting
Guber and Company, CPAs 2009 - Present
Citrin Cooperman & Company, LLP 2008 - 2009
EisnerAmper LLP 2003 - 2008
CDI Corporation 2000 - 2002
Haefele and Flanagan May 1998 - June 2000
Skills
Accounting, Tax, Auditing, CPA, Tax Research, Financial Reporting, Tax Advisory, Financial Analysis, GAAP, Tax Preparation, Internal Controls, Corporate Tax
Education
Villanova University 2000 — 2002
MST, Taxation
Temple University 1991 — 1995
BBA, Accounting
Other
Citrin Cooperman & Company, LLP October 2001 - Present
Kline & Company September 1995 - June 1998
Grant Thornton January 1985 - June 1988
Skills
Income Tax, Forensic Accounting, Tax Accounting, Partnership Taxation, Assurance, QuickBooks, High Net Worth..., Bookkeeping, Business Valuation, Tax Research, Due Diligence, Sales Tax, Finance, CPA, GAAP, SEC filings, External Audit, Financial Analysis, Internal Control..., Audits of Employee..., Not for Profit, Financial Audits
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1985
BS, Accounting
Wood-Ridge High School
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
Live Nation June 2012 - August 2012
Citrin Cooperman & Company, LLP June 2011 - August 2011
Signature Bank June 2008 - August 2010
Skills
Accounting, Financial Analysis, Auditing, Banking, Financial Reporting, General Ledger, Internal Controls, Credit, Microsoft Excel, Cash Management, Internal Audit, Microsoft Word, PowerPoint, Sarbanes-Oxley Act, Microsoft Office, Cash Flow, Commercial Banking, Due Diligence, Corporate Finance, Credit Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master of Science in Accountancy, Certificate in Financial Planning
Bentley University 2009 — 2013
BS, Accounting
Citrin Cooperman & Company, LLP July 2014 - Present
Citrin Cooperman & Company, LLP September 2010 - July 2014
Anchin, Block & Anchin LLP January 2005 - September 2010
Choice Logistics 1995 - 2005
TNT Express 1990 - 1995
B of A Managistics 1985 - 1990
Skills
Financial Reporting, Leadership, Auditing, Accounting, Operations Management, Negotiation, Customer Service, Strategy, Strategic Planning, Mergers & Acquisitions, Finance, Budgets, Due Diligence, Financial Analysis, Management Consulting, Sales, Management
Education
New York University 2003 — 2010
financial planning
Saint John's University 1982 — 1988
MBA, MBA
State University of New York College at Fredonia 1975 — 1979
Business Administration and Accounting
Deer Park High School 1971 — 1975
Citrin Cooperman & Company, LLP July 2008 - Present
Citrin Cooperman & Company, LLP January 2007 - June 2008
Weissbarth Altman & Slavet LLP August 1986 - December 2006
Skills
Tax Advisory, Tax Law, Partnership Taxation, Tax Accounting, Tax, Corporate Tax, Tax Research, Income Tax, Tax Preparation, Tax Returns, S Corporations, International Tax, Due Diligence, Sales Tax, US Tax, Financial Statements, Financial Analysis, Restructuring, Federal and State Tax..., Real Estate Taxation, 1031 Exchanges
Education
City University of New York-Brooklyn College 1970 — 1974
BS, Accounting
Pace University - Lubin School of Business
Taxation
Citrin Cooperman & Company, LLP November 2007 - Present
Kaufmann Gallucci & Grumer LLP January 2003 - November 2007
David H Grumer CPA December 1990 - December 2002
Spicer & Oppenheim September 1987 - November 1990
Laventhol & Horwath September 1978 - September 1987
Skills
Financial Services, Partnerships, Investment Advisory..., Accounting, Auditing, Due Diligence, Private Equity, Financial Reporting, Business Valuation, Mergers, Internal Controls, Valuation, Internal Audit, Strategic Financial..., GAAP, Corporate Finance, General Ledger, Mergers & Acquisitions, Managerial Finance, SEC filings, Partnership Taxation, Finance, CPA, Financial Accounting, US GAAP, Restructuring, Income Tax, Financial Analysis, Corporate Tax, Financial Statements, Financial Modeling, Sarbanes-Oxley Act, Financial Risk, International Tax, Tax Returns, Corporate Governance, RIAs, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
BBA, Public Accounting
Brooklyn Tech 1966 — 1970
Citrin Cooperman & Company, LLP January 2007 - Present
Skills
Auditing, Accounting, Financial Reporting, Income Tax, GAAP, QuickBooks, Financial Accounting
Education
Penn State University 2002 — 2006
BS, Accounting
First Sterling Financial October 2014 - Present
Berdon LLP December 2013 - October 2014
Marks Paneth & Shron LLP October 2011 - November 2013
Citrin Cooperman & Company, LLP January 2009 - October 2011
Education
Molloy College 2004 — 2010
MBA, Accounting
Citrin Cooperman & Company, LLP November 2009 - Present
Ernst & Young June 2005 - October 2009
KPMG 1998 - 2001
Skills
Tax, Mergers, Tax Advisory, Corporate Tax, Tax Accounting, Tax Research, Partnership Taxation, CPA, US Tax, Tax Preparation, Tax Returns, S Corporations, Private Equity, Income Tax, Mergers & Acquisitions, GAAP
Education
Providence College 1993 — 1997
Bachelors of Science, Accounting
Fairfield College Preparatory School 1989 — 1993
Citrin Cooperman & Company, LLP 2001 - Present
Citrin Cooperman & Company, LLP October 2001 - Present
Funeral Home Industry 1995 - Present
Horton & Company, LLC 1985 - 2001
Skills
Forensic Accounting, Partnership Taxation, Tax, Tax Accounting, Income Tax, Corporate Tax, Auditing, S Corporations, Consultant Funeral Home..., Corporate Governance
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1978
Bachelor of Arts, Accounting and Economics
Margolin, Winer & Evens LLP September 2008 - Present
Patch.com July 2010 - January 2011
Citrin Cooperman & Company, LLP November 2003 - September 2008
Executive Moms January 2006 - November 2007
WebCPA.com February 1997 - November 2003
United Press International February 1992 - February 1997
Brooklyn Paper Publications January 1990 - October 1992
Columbia Journalism Review June 1989 - October 1990
Population Communications International 1987 - 1989
Children's Television Workshop 1985 - 1987
Skills
Public Relations, Blogging, Marketing, Social Media, Strategy, Creative Direction, Public Speaking, Journalism, Business Development, Editorial, Magazines, Newspapers, Research, Marketing Communications, Email Marketing, Social Media Marketing, Management, Editing, Writing, Marketing Strategy, Social Networking
Education
Binghamton University 1981 — 1984
BA
Marymount Manhattan College 1980 — 1981
Great Neck North 1976 — 1980
High School
Starrett City Inc. May 2013 - Present
Grais & Ellsworth LLP February 2011 - July 2012
Kobre & Kim LLP June 2007 - February 2011
Citrin Cooperman & Company, LLP December 2006 - June 2007
Mendelsohn Kary Bell & Natoli February 1997 - December 2006
Gold Star International March 1994 - February 1996
R.Y. Management March 1990 - March 1994
Skills
Accounting, Auditing, Financial Reporting, General Ledger, Year-end Close, GAAP, Financial Accounting, Accruals, Internal Controls, QuickBooks, Budgets, Microsoft Excel, US GAAP, Sales & Use Tax, US Tax, Monthly Close, Financial Statements, Fixed Asset Management, Financial Audits, Turbo Tax, Tax Accounting, Depreciation, Sales Tax, Consolidation, Cash Flow, Property Tax, Variance Analysis
Education
Baruch College, City University of New York (CUNY) 1993 — 1999
BBA, Accounting
PwC October 2011 - Present
Citrin Cooperman June 2009 - September 2011
Citrin Cooperman & Company, LLP January 2007 - June 2009
Anchin, Block & Anchin LLP July 2005 - January 2007
CliftonLarsonAllen 2001 - 2005
Skills
Brand Management, Integrated Marketing..., Strategic Communications, Customer Retention, Incentive Programs, Marketing, Public Relations, Proposal Writing, Marketing Communications, Marketing Strategy, Business Development, Email Marketing, Strategic Planning, Budgets, Social Media, Advertising, Marketing Management, Event Planning, Integrated Marketing, Social Media Marketing, Online Marketing, Media Relations, Strategy, Lead Generation, Direct Marketing, New Business Development, Market Research, Corporate Communications
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MBA, Marketing and Industrial/Organizational Psychology
College of Notre Dame of Maryland 1999 — 2001
Communications, TV/Radio Production, Publication Editing & Design, Film Criticism, Advertising, Journalism, PR, Corp
Calvert High School 1993 — 1997
Citrin Cooperman November 2012 - Present
Citrin Cooperman & Company, LLP March 2009 - November 2012
Willamette Management Associates October 2006 - February 2009
Anthem Worldwide - New York August 2005 - October 2006
Karen's On Astor May 2004 - April 2005
Skills
Invoicing, Management
Education
New York University 1998 — 2004
BA, Anthropology
Pioneer High School, Ann Arbor, MI 1994 — 1998
DS Associates Ltd December 2013 - Present
Citrin Cooperman July 2012 - June 2013
Citrin Cooperman & Company, LLP November 2010 - August 2012
Shechtman Marks Devor PC November 2009 - November 2010
Crowe Horwath LLP July 2006 - November 2009
Liberty Property Trust February 2005 - July 2006
Skills
Tax, Accounting, Income Tax, Tax Research, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Returns, Tax Accounting, US Tax, Sales Tax, General Ledger, GAAP
Education
Saint Leo University 2007 — 2009
MBA
DeSales University 1999 — 2003
BS, Finance and Accounting
Citrin Cooperman & Company, LLP November 2010 - Present
Wlodinguer, Erk&Chanzis, CPA's PLLC 1991 - November 2010
Gelfand, Rennert & Feldman, LLP December 1978 - May 1988
Skills
Entertainment, Tax, Music, Intellectual Property, Mergers & Acquisitions, Copyright Law, Music Industry, Entertainment Law, Licensing, Music Publishing, A&R, Record Labels, New Media, Music Supervision, Entertainment Industry, Concerts, Business Affairs, Music Licensing, Media & Entertainment, Due Diligence, Recording, Business, Forensic Accounting
Education
Hofstra University 1970 — 1974
Bachelor of Business Administration (BBA), Accounting
O'Connor Davies, LLP February 2015 - Present
Sanofi May 2014 - December 2014
Citrin Cooperman & Company, LLP March 2011 - May 2014
Marks Paneth & Shron LLP April 2009 - March 2011
KPMG LLP June 2007 - March 2009
IRS - Criminal Investigation Division December 2005 - June 2007
Dept of Treasury IRS CI 1991 - 2007
Skills
Fraud Investigations, Asset Tracing, Government..., Expert Witness, Forensic Accounting, Fraud, Investigations, Criminal Investigations, White Collar Criminal..., Certified Fraud Examiner, Compliance, Litigation Support, Internal Investigations, Tax, Fraud Prevention, Private Investigations, Litigation, AML, IRS, Investigation, Accounting, Due Diligence, Income Tax, US GAAP, Auditing, Financial Accounting, Government, CPA, Finance, Corporate Governance, Enforcement, FCPA, Internal Audit, Business Valuation, Tax Advisory, Tax Returns, GAAP, SEC filings, Internal Controls, Police, Tax Law, Risk Management, Analysis, International Tax, Corporate Law, Valuation, Forensic Analysis, Civil Litigation, Sarbanes-Oxley Act, Tax Preparation
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Business Administration
Bristol College 1983 — 1987
B.S., Accounting
Citrin Cooperman & Company, LLP July 2008 - Present
Center for Marketing Intelligence/ Interpublic Group of Companies January 2007 - January 2008
Interpublic Group of Companies (Octagon, IPSEG, CMI) August 1999 - December 2007
Skills
Microsoft Word, Bookkeeping, Event Management, Social Media, Outlook, Microsoft Office, Microsoft Excel, Sales, Receptionist Duties, Administrative...
Education
City University of New York-College of Staten Island 1998 — 2011
Bachelor of Science, Art
Citrin Cooperman & Company, LLP September 2010 - Present
PilotRock Capital March 2009 - August 2010
RLR Capital Partners LP December 2005 - March 2009
Crest Advisors May 2001 - November 2005
Yohalem Gillman 1994 - 2001
Education
Iona College 1990 — 1994
Citrin Cooperman & Company, LLP October 2010 - Present
Schwartz & Hofflich LLP January 1996 - October 2010
Skills
Financial Planners, Income Tax, Corporate Tax, Tax Preparation, Tax, Partnership Taxation, Tax Accounting, CPA, Accounting, QuickBooks, Tax Research, GAAP, Due Diligence, Mergers & Acquisitions, Tax Returns, US Tax, Auditing, Financial Reporting, Financial Planning
Education
State University of New York College at Brockport
Bachelor's of Science, Accounting and Finance
Milton Hershey School May 2015 - Present
Ruben Companies June 2014 - April 2015
HFZ Capital Group December 2013 - May 2014
Citrin Cooperman & Company, LLP November 2009 - November 2013
Citrin Cooperman & Company, LLP August 2005 - July 2009
Citrin Cooperman & Company, LLP January 2001 - July 2005
Suny New Paltz Foundation 1998 - 2000
Skills
Tax, Tax Preparation, Income Tax, Tax Research, Auditing, Accounting, Internal Audit, Partnership Taxation, Corporate Tax, Finance, Financial Statements, GAAP, Internal Controls, Sales Tax, CPA
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2013
Master of Science (M.S.), Taxation
State University of New York at New Paltz 1997 — 2000
Bachelor of Science, Accounting
Citrin Cooperman & Company, LLP November 2002 - Present
Citrin Cooperman & Company, LLP November 2002 - Present
Skills
International Tax, Tax, Corporate Tax, Financial Analysis, Finance, Income Tax, Tax Preparation
Education
Maurice A. Deane School of Law at Hofstra University 1990 — 1993
JD, Taxation
State University of New York - System 1986 — 1990
BS, Accounting
Citrin Cooperman & Company, LLP July 2008 - Present
Citrin Cooperman & Company, LLP July 2006 - June 2008
Citrin Cooperman & Company, LLP September 2004 - June 2006
Education
City University of New York 1997 — 2003
Citrin Cooperman & Company, LLP 2010 - Present
Wlodinguer Erk & Chanzis 1999 - 2010
Robbins, Spielman, Koenigsberg & Parker 1996 - 1999
Ernst & Young 1993 - 1996
Education
Hofstra University
MBA, Accounting
University of Michigan
BA, Economics
Atalanta Corporation August 2009 - Present
Citrin Cooperman & Company, LLP January 2006 - August 2009
Education
Pace University 1981 — 1985
MBA, Taxation
New York University 1970 — 1974
BS, Accounting
Citrin Cooperman & Company, LLP July 2013 - Present
Citrin Cooperman July 2011 - July 2013
Skills
Auditing, GAAP, Tax Accounting, Corporate Tax, Tax, Tax Preparation, Income Tax, Tax Returns, Accounting, Internal Controls, Financial Reporting, IFRS
Education
Touro College 2004 — 2007
Bachelor of Science (B.S.), Accounting
StellaService January 2015 - Present
Citrin Cooperman & Company, LLP September 2007 - December 2014
Merck May 2006 - August 2006
Skills
Auditing, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Tax, Finance, Financial Statements, Salads, Tax Preparation
Education
Penn State University 2003 — 2007
BS, Accounting
Citrin Cooperman & Company, LLP May 1992 - Present
Citrin Cooperman & Company, LLP May 1992 - Present
Skills
Tax, Corporate Tax, Auditing, Income Tax, Financial Reporting, Tax Preparation, Tax Returns, GAAP, Accounting, Financial Analysis, Internal Controls, Financial Accounting, Forensic Accounting, Due Diligence, Mergers & Acquisitions, Cash Flow, Tax Accounting
Education
City University of New York-Baruch College 1986 — 1990
Accounting and Finance
Citrin Cooperman & Company, LLP
Skills
Income Tax, Tax, Partnership Taxation, Tax Preparation, Corporate Tax, CPA, Small Business, Accounting, Financial Analysis, Tax Returns, GAAP, Tax Accounting
Education
Fairfield University
BS
MacGuffin Films May 2011 - Present
Citrin Cooperman & Company, LLP April 2009 - May 2011
Willamette Management Associates November 2005 - March 2009
KPMG 2002 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Finance, Accounting, Forecasting, Budgets, Business Valuation, Microsoft Excel, Corporate Finance, Valuation
Education
Babson College 1998 — 2002
Paramus Catholic High School 1994 — 1998
Citrin Cooperman & Company, LLP August 2007 - Present
Thomas, Judy & Tucker, P.A. June 2006 - July 2007
PricewaterhouseCoopers August 2006 - June 2007
Darmody, Merlino & Company, LLP December 2001 - August 2005
Skills
GAAP, CPA, Tax, US GAAP, Partnership Taxation, Corporate Tax, Financial Reporting, Income Tax, Accounting, Tax Research, Tax Preparation, Auditing, Tax Accounting, Internal Controls, QuickBooks, Construction Accounting
Education
Sacred Heart University 2013 — 2015
Master of Business Administration (MBA)
Assumption College 1999 — 2001
Bachelor's degree, Accounting and Business/Management
Assumption College 1994 — 1998
Bachelor's degree, Sociology and Anthropology
Citrin Cooperman & Company, LLP August 2005 - Present
Weinick Sanders Leventhal June 1982 - July 2005
Education
New York University 1959 — 1963
bs, accounting
Bank of Tokyo-Mitsubishi UFJ 2010 - Present
Deutsche Bank October 2004 - 2009
The Siegfried Group 2003 - 2004
BDO Seidman, LLP 1998 - 2002
Citrin Cooperman & Company, LLP 1996 - 1998
Skills
Compliance, Financial Regulation, Banking Law, Internal Controls, Computer Assisted Audit, Auditing, Internal Audit, Sarbanes-Oxley Act, Finance, Accounting, Quality Assurance, Assurance
Education
York College of Pennsylvania 1992 — 1995
Farmingdale State College 1989 — 1992
AS, Accounting
Citrin Cooperman & Company, LLP August 1981 - Present
Naked Angels Theater Company 1986 - August 2014
Kula for Karma January 2009 - November 2011
Skills
Tax, Non-profits, Tax Preparation, Small Business, Accounting
Education
Rutgers, The State University of New Jersey-Newark 1971 — 1972
Marietta College 1967 — 1971
BA, economics business
Citrin Cooperman & Company, LLP
Skills
Tax
Education
Queens College 1997 — 2001
Robert Half Finance & Accounting May 2015 - Present
Robert Half Finance & Accounting February 2013 - April 2015
Family Office January 2010 - February 2013
Citrin Cooperman & Company, LLP January 2008 - February 2010
Skills
Investment Performance, Financial Reporting, Financial Accounting, Accounting, Account Management, Small Business, Cash Flow, Finance, Auditing, QuickBooks, Financial Services, Bookkeeping, Wealth, General Ledger, Accounts Payable, Account Reconciliation, Investments, Corporate Tax, Financial Statements, Financial Analysis, Internal Controls, Cash Management, Tax
Education
Temple University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Souderton High School 1998 — 2002
EY October 2013 - Present
Ernst & Young October 2011 - September 2013
Ernst & Young July 2010 - October 2011
Citrin Cooperman & Company, LLP August 2007 - May 2008
Education
Northwestern University School of Law 2008 — 2009
LLM in Taxation, Tax Law
Benjamin N. Cardozo School of Law, Yeshiva University 2005 — 2008
Carnegie Mellon University - Tepper School of Business 2000 — 2004
B.S., Business/ Management of Information Systems
New York Power Authority October 2010 - Present
Citrin Cooperman & Company, LLP March 2009 - September 2009
Willamette Management Associates June 2006 - January 2009
Prudential Financial 2002 - 2003
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters, MBA
Cornell University 1998 — 2002
BS, Applied Economics and Management
Citrin Cooperman July 2014 - Present
Citrin Cooperman & Company, LLP June 2011 - June 2014
NYSSCPA 2009 - 2013
EZKR, LLP 2004 - 2011
UHY LLP 2003 - 2004
Philip Morris International March 2000 - January 2003
Skills
GAAP, Accounting, Auditing, QuickBooks, Tax, Tax Research, General Ledger, Financial Reporting, Income Tax, Tax Returns, Tax Accounting, Tax Preparation, Corporate Tax, Internal Controls, Financial Analysis, CPA, US GAAP, Financial Statements, Finance, Partnership Taxation, Account Reconciliation
Education
Pace University 1998 — 2003
BBA/MBA, MBA, Public Accounting and Finance
Greenwald Weiss Attorneys at Law, LLC May 2015 - Present
Citrin Cooperman & Company, LLP September 2004 - April 2015
Exact Abstract January 2001 - September 2004
Education
Touro College 2001 — 2004
Sovereign Brands, LLC July 2014 - Present
TouchTunes Interactive Networks December 2012 - June 2014
Citrin Cooperman July 2010 - December 2012
Citrin Cooperman & Company, LLP September 2007 - July 2010
State of New Jersey, Department of Treasury September 2004 - August 2007
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, Tax, Financial Accounting, GAAP, Financial Analysis, QuickBooks, Strategic Financial..., Income Tax, Tax Preparation, Microsoft Office, Microsoft Excel, CPA, US GAAP
Education
St. Peters College 2006 — 2007
Master of Science (MS), Taxation
Fairfield University 2000 — 2004
Bachelor of Science (BS), Accounting
Robin Kramer & Green, LLP January 2012 - Present
Citrin Cooperman & Company, LLP September 2011 - January 2012
Konigsberg Wolf June 2006 - September 2011
Skills
Payroll, Sarbanes-Oxley Act, Partnership Taxation, Mergers & Acquisitions, SEC filings, Income Tax, Nonprofits, Financial Accounting, Auditing, Budgets, Corporate Tax, General Ledger, Accounting, Tax Preparation, Microsoft Excel, Accounts Receivable, Tax, Due Diligence, CPA, Internal Controls, Tax Returns, Tax Research, Tax Advisory, Tax Accounting, S Corporations, US Tax, Sales Tax, ProSystem fx Tax, GAAP, Preparation, Account Reconciliation, Financial Reporting, US GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 1976 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Newtown HS
Citrin Cooperman & Company, LLP July 2004 - Present
Skills
Forensic Accounting, Partnership Taxation, Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Accounting, GAAP, Tax Research, CPA, Internal Controls, Auditing, Accounting, Assurance, Financial Reporting, SEC filings, Financial Accounting, QuickBooks, Tax Returns, US GAAP, Financial Statements
Education
Pace University - Lubin School of Business 1987 — 1991
MS, Accounting
Manhattan College 1979 — 1983
Bachelor of Science (BS)
Citrin Cooperman & Company, LLP August 2007 - Present
PricewaterhouseCoopers June 2005 - July 2007
Ace Tempest Re June 2004 - August 2004
Skills
Internal Controls, Auditing, Accounting, Assurance, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, QuickBooks
Education
Siena College 2001 — 2005
BBA, Accounting, minor Computer Science
Harlington Realty Co. LLC November 2014 - Present
Citrin Cooperman & Company, LLP March 2008 - November 2014
Maier, Markey & Menashi LLP January 2007 - February 2008
Daikin America January 2004 - January 2007
Saint Joseph College January 2003 - January 2004
Armani Exchange Corporate Office May 2001 - January 2002
Skills
Forensic Accounting, Accounting, Accounts Receivable, Payroll, Bank Reconciliation, Bookkeeping
Education
Pace University - Lubin School of Business 2000 — 2002
BBA, Accounting
Saint Bonaventure University 1997 — 1998
N/A, Business
John S. Burke Catholic High School 1993 — 1997
Regents, General
Citrin Cooperman & Company, LLP September 2006 - Present
Citrin Cooperman September 2006 - Present
Skills
Internal Controls, Tax, Tax Preparation, GAAP, Accounting
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
Bachelors, Accounting
Citrin Cooperman & Company, LLP October 2005 - Present
Skills
Auditing, Accounting, Internal Controls, Business Planning, Tax Preparation, Franchise accounting..., Franchise Consulting, Tax, Mergers, Budgets, Management Consulting, CPA, Accounts Receivable, Tax Returns, Strategic Financial..., Due Diligence, Corporate Tax, Income Tax, Microsoft Excel, Assurance, Tax Accounting, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
Adelphi University 2001 — 2003
BS, Accounting, Marketing and Management
Nassau Community College 1999 — 2001
Associates in Management, Marketing and Management
Citrin Cooperman & Company, LLP November 2001 - Present
Grant Thornton October 1998 - November 2001
Skills
CPA
Education
LIU Post
B.S., Accounting
Unemployed - seeking employment Accountig/Finance September 2012 - Present
Citrin Cooperman & Company, LLP November 2007 - August 2012
Gaines Goldenfarb & Luongo LLC November 2004 - October 2007
Schonbraun Safris McCann Bekritsky & Co. LLC August 2001 - October 2004
Skills
Tax, Auditing, Tax Research, Tax Accounting, Assurance, US Tax, Sales Tax, US GAAP, QuickBooks, Account Reconciliation, Certified Fraud Examiner, Financial Analysis, Bookkeeping, Accounts Payable, Financial Statements
Education
Rider University 1988 — 1990
MBA, Accounting/Finance
Rider University 1984 — 1988
BSC, Accounting
National Health care Associates November 2009 - Present
Citrin Cooperman & Company, LLP January 2006 - April 2009
Schulman, Cohen, Furst & Co. January 2004 - December 2005
Skills
Tax Accounting, Partnership Taxation, Tax, Accounting, Tax Preparation, Corporate Tax, QuickBooks, Tax Returns, Financial Reporting, Auditing, Bookkeeping, Internal Controls, Financial Analysis, General Ledger, Account Reconciliation, Accounts Payable, Tax Research, Accounts Receivable, Lacerte, Forecasting
Education
City University of New York-Brooklyn College 2000 — 2003
bachlor in accounting, accounting
Citrin Cooperman July 2009 - Present
Citrin Cooperman & Company, LLP October 2003 - Present
kirkiles & kotiades 1997 - 1999
Skills
Accounting, Financial Reporting, Internal Controls
Education
Queens College 1995 — 1995
BA, accounting
Citrin Cooperman & Company, LLP November 2004 - Present
Abrams, Herde & Merkel 2003 - 2004
SUNY Downstate Medical Center September 2000 - November 2001
Education
City University of New York-Brooklyn College
Bachelors, Accounting
Citrin Cooperman & Company, LLP October 2003 - Present
Education
Rutgers, The State University of New Jersey-Newark
Accounting
Rutgers, The State University of New Jersey-Newark
Bachelor of Applied Science (BASc), Accounting
Premier Health Partners March 2010 - October 2011
Citrin Cooperman & Company, LLP June 2005 - October 2007
Skills
Account Reconciliation
Education
Marietta College 2001 — 2005
Bachelor of Arts, Major - Accounting Minor - Finance
Citrin Cooperman & Company, LLP October 2000 - Present
Schultheis & Panettieri 1997 - 2000
Skills
Auditing, Wholesale, Accounting, Manufacturing, Temporary Placement
Education
Liberty University 1993 — 1997
BS, Accounting
Stony Brook University 1992 — 1993
Citrin Cooperman & Company, LLP June 2000 - Present
Skills
Tax, Income Tax, Corporate Tax, Tax Preparation, Auditing, Partnership Taxation, Accounting, Forensic Accounting, Tax Accounting, Internal Controls, Tax Returns, Financial Reporting, Tax Research, Tax Advisory, CPA, US Tax, SEC filings, S Corporations, SEC Filings
Education
Baruch College 1981 — 1986
Accounting
Baruch College 1981 — 1986
Bachelor's degree
Anchin, Block & Anchin LLP June 2014 - Present
Anchin, Block & Anchin LLP February 2011 - May 2014
Hertz Herson & Co. LLP August 2006 - January 2011
Mahoney Cohen November 2004 - July 2006
Citrin Cooperman & Company, LLP 2002 - 2003
Skills
CPA, GAAP, Forecasting, Accounting, Auditing, Tax, US GAAP, Financial Reporting, Corporate Tax, Internal Controls, Tax Preparation, Financial Accounting, Financial Analysis, Financial Statements, Income Tax, SEC Filings, Tax Accounting, General Ledger, External Audit, Sarbanes-Oxley Act, QuickBooks
Education
Penn State University 2000 — 2004
BS, Accounting
Keryx Biopharmaceuticals, Inc. November 2014 - Present
Purdue Pharma March 2010 - November 2014
UST/Altria/PhillipMorris August 2007 - March 2010
NYSE Euronext June 2004 - August 2007
Consulting and Temporary Tax Positions June 2001 - April 2004
Citrin Cooperman & Company, LLP December 1989 - June 2001
Paul Scherer & Company August 1987 - November 1989
Jack Kane & Company June 1985 - August 1987
Skills
Tax, Tax Accounting, Income Tax, Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, SEC filings, Mergers, Financial Analysis, Payroll, Forecasting, Process Improvement, Financial Accounting, Corporate Tax, Account Reconciliation, Finance, Tax Returns, Management, Sales Tax, Analysis, GAAP, Due Diligence, Corporate Finance, Tax Compliance
Education
Eastern Connecticut State University
Bachelor of Science, Accounting
Eastern Connecticut State University
Bachelor of Science (B.S.), Accounting
Richard L Ross, Attorney at Law January 2009 - Present
Elliot Horowitz & Company LLC July 2007 - December 2008
Citrin Cooperman & Company, LLP October 2006 - June 2007
Janover Rubinroit LLC--formerly Rosenzweig & Maffia LLC July 1999 - December 2005
Richard L Ross, Attorney at Law October 1986 - December 1997
Delaney, Migdail & Young Chartered March 1984 - August 1986
US Court of Appeals for the Federal Circuit January 1982 - February 1984
Skills
Tax Attorney, Tax Specialist, Tax, Income Tax, Tax Compliance, Corporate Tax, Federal Tax, Individual Taxation, S Corporations, Tax Advisory, Tax Research, State Taxation, Partnership Taxation, Tax Controversy, Business Tax, Tax Audits, Tax Returns, Tax Law, High Net Worth..., Tax Services, Tax Accounting, State Tax, Corporate Law, IRS, Tax Preparation, US Tax, International Tax
Education
Georgetown University Law Center 1980 — 1981
LL.M. Tax, Taxation
SUNY Buffalo Law School 1974 — 1977
J.D., General Law
University of California, Berkeley 1970 — 1973
B.A., Sociology & History
Citrin Cooperman & Company, LLP August 2008 - Present
Skills
Tax, Tax Accounting, CPA, Income Tax, GAAP, Corporate Tax, Tax Preparation
Education
Albany Law School of Union University 2004 — 2007
J.D., Concentration in Estate Planning with a course of study focused in taxation
Siena College 2000 — 2004
BBA, Double Major in Accounting and Finance
Citrin Cooperman & Company, LLP December 2007 - Present
BP Professionals, LLP CPAs and Consultants December 2006 - December 2007
Education
Queens College 2000 — 2004
BA, Accounting & Information Systems
Citrin Cooperman & Company, LLP
Skills
GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, Assurance
Education
St. Thomas Aquinas College 2006 — 2008
Bachelors Degree, Accounting
Citrin Cooperman & Company, LLP January 2008 - Present
YMSR September 2006 - September 2007
Education
Temple University 2000 — 2005
Finance/Accounting
Con Edison September 2014 - Present
William Greene & Co., LLP June 2013 - September 2014
Citrin Cooperman & Company, LLP September 2007 - May 2013
Skills
Tax, Accounting, Financial Statements, Auditing, Risk Assessment, GAAP, CPA, Internal Controls, Budgets
Education
Iona College 2004 — 2007
Bachelors, Accounting
University of Scranton 2002 — 2004
Hein & Associates November 2014 - Present
Prager Metis CPAs LLC June 2011 - October 2014
Funaro & Co October 2010 - April 2011
Citrin Cooperman & Company, LLP September 2008 - May 2010
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, QuickBooks, Financial Statements, Assurance, US GAAP
Education
Syracuse University 2004 — 2008
BS, Finance Degree
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Accounting Degree
Citrin Cooperman & Company, LLP January 2008 - Present
Emmes Asset Management Company 2007 - 2008
Education
City University of New York-College of Staten Island 2004 — 2007
Bachelors Degree, Accounting, Finance
Citrin Cooperman & Company, LLP August 2005 - Present
Education
Boston College 2000 — 2004
BA, Accounting
New Hyde Park Memorial 1994 — 2000
Citrin Cooperman & Company, LLP November 2007 - Present
Yampolsky Mandeloff Silver Ryan December 1998 - October 2007
Skills
S Corporations, Income Tax, Tax, Corporate Tax, Tax Preparation, CPA, Tax Research, QuickBooks, Financial Statements, General Ledger, Partnership Taxation, Auditing, Financial Reporting, Internal Controls
Education
Drexel University - LeBow College of Business 1996 — 1998
BA, Accounting
Citrin Cooperman & Company, LLP January 2010 - Present
Ross, Rosenthal and Co., LLP January 2008 - January 2010
KPMG LLP November 1998 - January 2008
Inco Limited July 1996 - November 1998
Weeks Marine October 1994 - July 1996
Ernst & Young January 1994 - September 1994
J. H. Cohn and Co. January 1985 - August 1990
Education
Villanova University 1992 — 1994
L.L.M., TAXATION
Touro College Jacob D. Fuchsberg Law Center 1990 — 1992
J.D., LAW
Rutgers University-New Brunswick 1981 — 1985
BA, ECONOMICS/ACCOUNTING
Citrin Cooperman & Company, LLP September 2005 - Present
MKBN 2005 - 2007
Deloitte November 2002 - September 2005
Skills
Management Consulting, Auditing, Internal Controls, Financial Reporting, Tax Returns, Tax Preparation
Education
Rutgers University-New Brunswick 1998 — 2001
Bachelor, Accounting
Citrin Cooperman & Company, LLP
Skills
CPA, Accounting, Financial Reporting, Internal Controls, Financial Accounting, GAAP, US GAAP
Education
Rutgers, The State University of New Jersey-Newark
BA, Accounting
Citrin Cooperman & Company, LLP January 2007 - Present
Skills
Tax Research, Forensic Accounting, Tax Accounting, Corporate Finance, Business Valuation, Mergers & Acquisitions, Leadership, Due Diligence, Small Business, Sales, Corporate Governance, Management Consulting, Finance, Partnership Taxation, Financial Analysis, Business Planning, Real Estate, Assurance, QuickBooks, Budgets, Risk Management, Hedge Funds, Strategy, Tax, Strategic Planning
Education
Albright College 1973 — 1977
Bachelor of Science, Accounting
Citrin Cooperman & Company, LLP 2009 - Present
Rockefeller & Co., Inc. 2005 - 2008
Skills
QuickBooks, Tax, Tax Accounting, Partnership Taxation, Tax Preparation, Corporate Tax, Accounting
Education
Queens College 1985 — 1988
Bachelors, Accounting and Business Information Systems
Samlyn Capital, LLC December 2014 - Present
Samlyn Capital, LLC December 2011 - December 2014
KPMG Audit October 2009 - December 2011
KPMG June 2008 - August 2008
Citrin Cooperman & Company, LLP June 2007 - August 2007
Education
Penn State University 2005 — 2009
B.S. Accounting, Minor in International Studies
Universidad Antonio de Nebrija 2008 — 2008
Business, International Studies, Spanish
Deloitte June 2005 - Present
Thomson Reuters April 2003 - June 2005
Citrin Cooperman & Company, LLP June 2002 - April 2003
Arthur Andersen LLP September 1998 - May 2002
Skills
Tax Accounting, Tax, Restructuring, International Tax, Income Tax, Cash Management
Education
Golden Gate University 2005 — 2009
MST, Taxation
Siena College 1994 — 1998
BBA, Accounting
Citrin Cooperman June 2015 - Present
Citrin Cooperman November 2013 - Present
Citrin Cooperman & Company, LLP June 2011 - November 2013
Barasch McGarry Salzman & Penson, LLP September 2010 - May 2011
Fine Arf Jewelry for Dog Lovers 2009 - 2010
Skills
Financial Accounting, Compilation Of..., Tax Preparation, Financial Analysis, Financial Reporting, Financial Audits, Tax, Account Reconciliation, Financial Modeling, QuickBooks, Bookkeeping
Education
Pace University - Lubin School of Business 2008 — 2013
BBA/MBA, Accounting, Cum Laude
McGladrey October 2015 - Present
McGladrey October 2012 - September 2015
McGladrey January 2012 - October 2012
Citrin Cooperman & Company, LLP November 2010 - December 2011
Citrin Cooperman & Company, LLP February 2010 - November 2010
Skills
GAAP, Financial Reporting, Accounting
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science, Business Administration - Accounting Concentration
Precise MGMT October 2010 - Present
Precise Tax Solutions, LLC October 2010 - December 2011
The Goodman CPA Group January 2006 - October 2010
Citrin Cooperman & Company, LLP July 2002 - October 2004
Skills
Tax Accounting, Income Tax, QuickBooks, Tax, Bookkeeping, General Ledger, Internal Controls, Financial Accounting, Accounting, Partnership Taxation, Tax Preparation, Assurance, Small Business, Corporate Tax, GAAP, Microsoft Excel, Management, Microsoft Office
Education
City University of New York-College of Staten Island
Bachelor Of Science, Accounting
EmblemHealth June 2011 - Present
Viacom September 2011 - January 2012
Major League Baseball March 2011 - April 2011
International Council of Shopping Centers December 2010 - February 2011
Citrin Cooperman & Company, LLP 2008 - 2010
Fidelity Tax Services Corp. May 2008 - August 2008
Education
City University of New York-Hunter College 2004 — 2009
BS, Accounting
Citrin Cooperman & Company, LLP June 2011 - Present
Eisman, Zucker, Klein & Ruttenberg, LLP September 2006 - July 2011
Savvy Networks, Inc January 2006 - September 2006
White Pains Hospital Center May 2004 - January 2006
Doctors Hospital January 1999 - May 2004
Education
Mercy College 2005 — 2007
B.S., Public Accounting
Miami Dade College 2001 — 2004
AA, Accounting and Finance
Citrin Cooperman & Company, LLP May 2011 - Present
Education
Quinnipiac University
Bachelor of Science, Accounting
Citrin Cooperman & Company, LLP February 2005 - Present
Skills
Tax, Accounting, QuickBooks, Income Tax, Tax Preparation, Bookkeeping, Corporate Tax, Internal Controls, Accounts Payable, Account Reconciliation, Accounts Receivable, Tax Returns, General Ledger, Payroll, Tax Accounting
Education
St. John's University 2000 — 2004
Bachelor of Science (BS), Computer Science
St George Academy
High School
Citrin Cooperman & Company, LLP November 2010 - Present
WLODINGUER & ERK 2008 - 2010
Skills
Accounting, Tax, Datafaction, QuickBooks, Profx, gofileroom, Account Reconciliation, Microsoft Excel, Microsoft Word, Financial Reporting, Bank Reconciliation, Income Tax, General Ledger, Tax Preparation
Education
Baruch College 2004 — 2008
Bachelor, Accounting
Citrin Cooperman & Company, LLP July 2011 - Present
Education
Pace University - Lubin School of Business 1986 — 1990
Bachelor's, Accounting
Citrin Cooperman & Company, LLP November 2010 - Present
Rose Dratch & Gilbert PA June 1988 - November 2010
Skills
Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, Business Valuation, Financial Reporting, Auditing, Internal Controls, Partnership Taxation, Forensic Accounting, CPA, US GAAP, Tax Accounting, GAAP, Assurance, Tax Returns, Tax Research, Due Diligence, International Tax
Education
Fairleigh Dickinson University
Accounting
Citrin Cooperman & Company, LLP 2001 - Present
Bernhardt, Karlitz, Hayden & DeCruze CPA's 1990 - 2001
Skills
Valuation Analyst, Forensic Accounting, Traditional Accounting, Business Valuation, Accounting, Corporate Tax, Internal Controls, Tax, Auditing, CPA, Financial Reporting, Managerial Finance, Valuation, GAAP, Trusts, Financial Analysis, Estate Planning, Certified Fraud Examiner, Litigation Consulting, Litigation Support, Financial Modeling, Income Tax, Corporate Finance, SEC filings
Education
Ohio University 1967 — 1971
Bachelor of Business Administration, Accounting
Citrin Cooperman & Company, LLP September 2011 - Present
KMR LLP December 2005 - September 2011
Skills
Microsoft Excel, GAAP, Financial Reporting, Internal Controls, Accounting, Tax Preparation, Tax
Education
Iona College 2001 — 2005
BBA, Accounting
Citrin Cooperman & Company, LLP September 1988 - Present
Education
Adelphi University 1983 — 1986
BBA
Citrin Cooperman & Company, LLP July 2010 - July 2013
Citrin Cooperman July 2007 - June 2010
Citrin Cooperman December 2005 - June 2007
McGladrey August 2003 - December 2005
Skills
Tax Research, Partnership Taxation, Tax Accounting, S Corporations, Corporate Tax, International Tax, Tax Advisory, Accounting, Sales Tax, Tax Law, High Net Worth...
Education
Pace University - Lubin School of Business 2005 — 2007
Master of Science (MS), taxation, 3.53
Heriot-Watt University
master of business administration, General Management
Skeldon Lutheran High
Citrin Cooperman & Company, LLP August 2005 - Present
The Sanctuary Group plc August 2004 - July 2005
Berdon LLP August 2000 - August 2004
PwC August 1999 - July 2001
Skills
Employee Relations, Recruitment, Employee Benefits, Benefits Administration, Project Management, Project Staffing, Performance Appraisal, Special Events..., Mentoring Of Staff, personnel manual, strategy, exit
Education
Fordham University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Kingston University 1998 — 1998
Psychology