Goldstein Golub Kessler LLP
Industry: Company
DescriptionFounded: 1964 Parent organization: RSM US
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Goldstein Golub Kessler LLP Employees
Employee
Years
Job
Industry
Steve Jugan Steve Jugan's Goldstein Golub Kessler LLP Experience 1995 - 2007
Job Partner at McGladrey, LLP
Industry Accounting
Experience
McGladrey LLP January 2007 - Present
Irish Business Organization 2010 - 2013
RSM McGladrey 2006 - November 2011
Goldstein Golub Kessler LLP 1995 - 2007
Weinick Sanders & Co, LLP 1993 - 1995
Weinick Sanders LLP 1993 - 1995
Skills
CPA, Accounting, GAAP, SEC filings, Auditing, Tax, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Corporate Tax, Financial Accounting, Private Equity, Sarbanes-Oxley Act, Due Diligence, Tax Accounting, Mergers & Acquisitions, Tax Research, Valuation, Financial Statements, Tax Preparation, External Audit, Income Tax, Account Reconciliation, Internal Audit, Assurance, Investments, Corporate Finance, Fund Of Funds, General Ledger, Risk Management, QuickBooks
Education
Binghamton University - School of Management 1986 — 1989
Bachelor of Science (B.S.), Accounting
Levittown Memorial High School 1980 — 1983
Nassau Community College
Associate of Science - Accounting
McGladrey LLP January 2007 - Present
Irish Business Organization 2010 - 2013
RSM McGladrey 2006 - November 2011
Goldstein Golub Kessler LLP 1995 - 2007
Weinick Sanders & Co, LLP 1993 - 1995
Weinick Sanders LLP 1993 - 1995
Skills
CPA, Accounting, GAAP, SEC filings, Auditing, Tax, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Corporate Tax, Financial Accounting, Private Equity, Sarbanes-Oxley Act, Due Diligence, Tax Accounting, Mergers & Acquisitions, Tax Research, Valuation, Financial Statements, Tax Preparation, External Audit, Income Tax, Account Reconciliation, Internal Audit, Assurance, Investments, Corporate Finance, Fund Of Funds, General Ledger, Risk Management, QuickBooks
Education
Binghamton University - School of Management 1986 — 1989
Bachelor of Science (B.S.), Accounting
Levittown Memorial High School 1980 — 1983
Nassau Community College
Associate of Science - Accounting
Evan Zuckerman Evan Zuckerman's Goldstein Golub Kessler LLP Experience June 1995 - April 2003
Job Chief Financial Officer at Brightpoint Health
Industry Nonprofit Organization Management
Experience
Brightpoint Health June 2013 - Present
Aging in New York Fund, INc. March 2013 - Present
Palladia, Inc. May 2012 - June 2013
J.H. Cohn LLP January 2008 - April 2012
Bederson & Company LLP April 2003 - January 2008
Goldstein Golub Kessler LLP June 1995 - April 2003
Skills
Financial Accounting, Financial Reporting, Accounting, Internal Controls, SEC filings, US GAAP, CPA, GAAP, Auditing, Private Equity, Tax, Revenue Recognition, Sarbanes-Oxley Act, Financial Analysis, Corporate Tax, General Ledger, SEC Filings, Nonprofits, Management, Finance, Strategic Planning, Financial Statements, Due Diligence
Education
Lafayette College 1991 — 1995
Bachelor of Arts (B.A.), Economics and Business
Brightpoint Health June 2013 - Present
Aging in New York Fund, INc. March 2013 - Present
Palladia, Inc. May 2012 - June 2013
J.H. Cohn LLP January 2008 - April 2012
Bederson & Company LLP April 2003 - January 2008
Goldstein Golub Kessler LLP June 1995 - April 2003
Skills
Financial Accounting, Financial Reporting, Accounting, Internal Controls, SEC filings, US GAAP, CPA, GAAP, Auditing, Private Equity, Tax, Revenue Recognition, Sarbanes-Oxley Act, Financial Analysis, Corporate Tax, General Ledger, SEC Filings, Nonprofits, Management, Finance, Strategic Planning, Financial Statements, Due Diligence
Education
Lafayette College 1991 — 1995
Bachelor of Arts (B.A.), Economics and Business
Damian Cevallos Damian Cevallos's Goldstein Golub Kessler LLP Experience March 2000 - October 2001
Job
Industry Health, Wellness and Fitness
Experience
Stop Aging Now, Inc. June 2012 - Present
DecisionHealth May 2008 - March 2012
Varsity Group Inc. March 2005 - April 2008
Knauss Foods January 2004 - February 2005
Berdon LLP October 2001 - November 2003
Goldstein Golub Kessler LLP March 2000 - October 2001
Phillips Hitchner Group 1998 - 2000
CBIZ Inc. 1997 - 1998
Shore & Azimov 1995 - 1997
Skills
Business Valuation, Data Mining, Corporate Finance, Financial Accounting, Financial Analysis, Financial Modeling, Cash Flow, M&A experience, M&A due diligence, Financial Operations, Forensic Accounting, CPA, MBA Finance, Forecasting Models, Financial Forecasting, systems integration, Managerial Finance, Budgets, SEC filings, Forecasting, Leadership, Strategic Financial..., Executive Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance, Statistics
University of Pittsburgh 1990 — 1994
Economics, Accounting
Moravian Academy
Stop Aging Now, Inc. June 2012 - Present
DecisionHealth May 2008 - March 2012
Varsity Group Inc. March 2005 - April 2008
Knauss Foods January 2004 - February 2005
Berdon LLP October 2001 - November 2003
Goldstein Golub Kessler LLP March 2000 - October 2001
Phillips Hitchner Group 1998 - 2000
CBIZ Inc. 1997 - 1998
Shore & Azimov 1995 - 1997
Skills
Business Valuation, Data Mining, Corporate Finance, Financial Accounting, Financial Analysis, Financial Modeling, Cash Flow, M&A experience, M&A due diligence, Financial Operations, Forensic Accounting, CPA, MBA Finance, Forecasting Models, Financial Forecasting, systems integration, Managerial Finance, Budgets, SEC filings, Forecasting, Leadership, Strategic Financial..., Executive Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance, Statistics
University of Pittsburgh 1990 — 1994
Economics, Accounting
Moravian Academy
Alan Alzfan Alan Alzfan's Goldstein Golub Kessler LLP Experience 1997 - 2007
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 2007 - Present
RSM McGladrey 2004 - November 2011
Goldstein Golub Kessler LLP 1997 - 2007
American Express Tax & Business Services 1997 - 2007
Goldstein Golub Kessler LLP October 1988 - May 2000
Skills
Fund Of Funds, Auditing, Hedge Funds, Tax, SEC filings, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Management, Accounting, Due Diligence, CPA, Private Equity, GAAP
Education
Binghamton University 1981 — 1985
bs, accounting
McGladrey LLP 2007 - Present
RSM McGladrey 2004 - November 2011
Goldstein Golub Kessler LLP 1997 - 2007
American Express Tax & Business Services 1997 - 2007
Goldstein Golub Kessler LLP October 1988 - May 2000
Skills
Fund Of Funds, Auditing, Hedge Funds, Tax, SEC filings, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Management, Accounting, Due Diligence, CPA, Private Equity, GAAP
Education
Binghamton University 1981 — 1985
bs, accounting
Neal Rosenberg Neal Rosenberg's Goldstein Golub Kessler LLP Experience November 1978 - October 2007
Job Partner at Cornick, Garber & Sandler, LLP
Industry Accounting
Experience
Cornick, Garber & Sandler, LLP, CPAs November 2014 - Present
SaxBST LLP CPAs December 2011 - October 2014
McGladrey & Pullen LLP November 2007 - December 2011
Goldstein Golub Kessler LLP November 1978 - October 2007
Education
University at Albany 1970 — 1974
BS, Accounting
PS 187
PS 187
PS 187
Cornick, Garber & Sandler, LLP, CPAs November 2014 - Present
SaxBST LLP CPAs December 2011 - October 2014
McGladrey & Pullen LLP November 2007 - December 2011
Goldstein Golub Kessler LLP November 1978 - October 2007
Education
University at Albany 1970 — 1974
BS, Accounting
PS 187
PS 187
PS 187
Eric Martinez Eric Martinez's Goldstein Golub Kessler LLP Experience 1999 - 2006
Job Partner, Audit and Assurance Services, The LBA Group
Industry Accounting
Experience
The LBA Group December 2013 - Present
Grassi & Co. December 2009 - December 2013
RSM McGladrey November 1999 - December 2009
Goldstein Golub Kessler LLP 1999 - 2006
Various Firms / Companies September 1993 - November 1999
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Tax, Finance, Management Consulting, Risk Management, CPA, External Audit, Management, Sarbanes-Oxley
Education
Hofstra University School of Law 1990 — 1993
JD, N/A
Ward Melville 1981 — 1984
NYS Regents Diploma, N/A
The LBA Group December 2013 - Present
Grassi & Co. December 2009 - December 2013
RSM McGladrey November 1999 - December 2009
Goldstein Golub Kessler LLP 1999 - 2006
Various Firms / Companies September 1993 - November 1999
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Tax, Finance, Management Consulting, Risk Management, CPA, External Audit, Management, Sarbanes-Oxley
Education
Hofstra University School of Law 1990 — 1993
JD, N/A
Ward Melville 1981 — 1984
NYS Regents Diploma, N/A
Tessa Cicitta Tessa Cicitta's Goldstein Golub Kessler LLP Experience 1996 - 2002
Job Human Resources Professional
Industry Human Resources
Experience
Broadway Partners 2006 - 2008
Robert K. Futterman & Associates 2004 - 2006
American Express Tax & Business Services 1998 - 2004
American Express Tax & Business Services 1998 - 2004
American Express Tax and Business Servicess Inc. 1997 - 2002
Goldstein Golub Kessler LLP 1996 - 2002
Jamaica Hospital 1995 - 1997
Education
The University of Connecticut School of Business 1991 — 1995
BS, Business Management
Broadway Partners 2006 - 2008
Robert K. Futterman & Associates 2004 - 2006
American Express Tax & Business Services 1998 - 2004
American Express Tax & Business Services 1998 - 2004
American Express Tax and Business Servicess Inc. 1997 - 2002
Goldstein Golub Kessler LLP 1996 - 2002
Jamaica Hospital 1995 - 1997
Education
The University of Connecticut School of Business 1991 — 1995
BS, Business Management
Michael Leone, CPA Michael Leone, CPA's Goldstein Golub Kessler LLP Experience 1994 - 2003
Job Principal at Cullen & Danowski, LLP
Industry Accounting
Experience
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
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
Paul Weireter Paul Weireter's Goldstein Golub Kessler LLP Experience 1998 - 2005
Job Director at McGladrey, LLP
Industry Accounting
Experience
McGladrey 2005 - Present
Goldstein Golub Kessler LLP 1998 - 2005
American Express Tax & Business Services 1998 - 2005
Eisner & Lubin 1986 - 1997
Weiser LLP 1980 - 1986
Skills
Income Tax, Tax Returns, Tax, Trusts, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, High Net Worth..., International Tax, Tax Preparation, SEC, Accounting, Auditing, CPA, Forensic Accounting
Education
City University of New York-Baruch College
BBA, Accounting
New York Institute of Technology
MBA
McGladrey 2005 - Present
Goldstein Golub Kessler LLP 1998 - 2005
American Express Tax & Business Services 1998 - 2005
Eisner & Lubin 1986 - 1997
Weiser LLP 1980 - 1986
Skills
Income Tax, Tax Returns, Tax, Trusts, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, High Net Worth..., International Tax, Tax Preparation, SEC, Accounting, Auditing, CPA, Forensic Accounting
Education
City University of New York-Baruch College
BBA, Accounting
New York Institute of Technology
MBA
Peter R. Epp, CPA Peter R. Epp, CPA's Goldstein Golub Kessler LLP Experience July 1994 - May 2006
Job Partner at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP February 2014 - Present
CohnReznick LLP February 2011 - January 2014
McGladrey June 2006 - January 2011
Goldstein Golub Kessler LLP July 1994 - May 2006
American Express Tax and Business Services July 1998 - May 2005
Jeffrey T. Latman and Company, PC July 1985 - June 1994
Skills
Medicare/Medicaid..., FQHC Cost Reports and..., Federal Grants..., Strategic/Business..., Payment Reform, Revenue Cycle..., Managed Care, Financial Projections, Corporate Compliance, Financial Operatons..., Leadership, Nonprofits, Financial Analysis, Public Speaking, Medicare, Strategic Planning, Healthcare, Management, Medicaid, Program Management, Consulting, Auditing, Management Consulting, Financial Reporting, Accounting
Education
State University of New York at Binghamton 1981 — 1985
Bachelor's of Science, Accounting
Massapequa High School 1977 — 1981
High School Diploma - Magna Cum Laude
CohnReznick LLP February 2014 - Present
CohnReznick LLP February 2011 - January 2014
McGladrey June 2006 - January 2011
Goldstein Golub Kessler LLP July 1994 - May 2006
American Express Tax and Business Services July 1998 - May 2005
Jeffrey T. Latman and Company, PC July 1985 - June 1994
Skills
Medicare/Medicaid..., FQHC Cost Reports and..., Federal Grants..., Strategic/Business..., Payment Reform, Revenue Cycle..., Managed Care, Financial Projections, Corporate Compliance, Financial Operatons..., Leadership, Nonprofits, Financial Analysis, Public Speaking, Medicare, Strategic Planning, Healthcare, Management, Medicaid, Program Management, Consulting, Auditing, Management Consulting, Financial Reporting, Accounting
Education
State University of New York at Binghamton 1981 — 1985
Bachelor's of Science, Accounting
Massapequa High School 1977 — 1981
High School Diploma - Magna Cum Laude
Fred Capobianco, CPA Fred Capobianco, CPA's Goldstein Golub Kessler LLP Experience 1998 - 2000
Job Accounting Professional
Industry Accounting
Experience
Ann Aboulafia P.C. CPA 2009 - 2011
International Fund Services (NA) LLC, A State Street Company 2008 - 2009
BNY Mellon 2004 - 2008
KPMG 2003 - 2004
J.T. Shulman P.C. CPA's 2001 - 2003
BDO USA, LLP 2000 - 2001
Goldstein Golub Kessler LLP 1998 - 2000
Michael & Adest CPA's PC 1989 - 1998
Skills
Accounting, CPA, Financial Statements, Financial Reporting, Tax, Hedge Funds, Auditing, Alternative Investments, Finance, Financial Services, Tax Preparation, Account Reconciliation, Investments, Financial Audits, Private Equity
Education
Hofstra University
Ann Aboulafia P.C. CPA 2009 - 2011
International Fund Services (NA) LLC, A State Street Company 2008 - 2009
BNY Mellon 2004 - 2008
KPMG 2003 - 2004
J.T. Shulman P.C. CPA's 2001 - 2003
BDO USA, LLP 2000 - 2001
Goldstein Golub Kessler LLP 1998 - 2000
Michael & Adest CPA's PC 1989 - 1998
Skills
Accounting, CPA, Financial Statements, Financial Reporting, Tax, Hedge Funds, Auditing, Alternative Investments, Finance, Financial Services, Tax Preparation, Account Reconciliation, Investments, Financial Audits, Private Equity
Education
Hofstra University
Gil Bernhard Gil Bernhard's Goldstein Golub Kessler LLP Experience 1998 - 2007
Job CPA experienced in the Healthcare Industry
Industry Accounting
Experience
CohnReznick LLP February 2014 - Present
Jeffrey T. Latman Foundation September 2008 - Present
CohnReznick LLP February 2011 - January 2014
McGladrey & Pullen October 2007 - January 2011
RSM McGladrey, Inc October 2005 - January 2011
Goldstein Golub Kessler LLP 1998 - 2007
Jeffrey T. Latman & Co., CPA, PC 1988 - 1996
Skills
Auditing, Non-profits, Healthcare, Nonprofits, Management, Change Management, Strategic Planning, Budgets, Healthcare Consulting, Internal Controls, Leadership, Financial Reporting, Negotiation, Medicaid, Accounting, Public Speaking, Policy, Financial Analysis, Management Consulting, Managerial Finance, CPA, Healthcare Industry, US GAAP, Executive Management, Mergers & Acquisitions, OMB Circular A-133, Process Improvement, Assurance, GAAP, Single Audit, SEC filings
Education
University of Maine 1984 — 1988
BS, Business Administration with a concertation in Accounting
Holy Cross High School 1980 — 1984
High School diploma
CohnReznick LLP February 2014 - Present
Jeffrey T. Latman Foundation September 2008 - Present
CohnReznick LLP February 2011 - January 2014
McGladrey & Pullen October 2007 - January 2011
RSM McGladrey, Inc October 2005 - January 2011
Goldstein Golub Kessler LLP 1998 - 2007
Jeffrey T. Latman & Co., CPA, PC 1988 - 1996
Skills
Auditing, Non-profits, Healthcare, Nonprofits, Management, Change Management, Strategic Planning, Budgets, Healthcare Consulting, Internal Controls, Leadership, Financial Reporting, Negotiation, Medicaid, Accounting, Public Speaking, Policy, Financial Analysis, Management Consulting, Managerial Finance, CPA, Healthcare Industry, US GAAP, Executive Management, Mergers & Acquisitions, OMB Circular A-133, Process Improvement, Assurance, GAAP, Single Audit, SEC filings
Education
University of Maine 1984 — 1988
BS, Business Administration with a concertation in Accounting
Holy Cross High School 1980 — 1984
High School diploma
Martin Osher, CPA Martin Osher, CPA's Goldstein Golub Kessler LLP Experience 1988 - 1994
Job Experienced auditor and business advisor with experience in audits, reviews, compilations and agreedupon procedures
Industry Accounting
Experience
Wiss & Company, LLP August 2008 - Present
Marcum LLP August 2007 - August 2008
Eisner LLP November 2004 - July 2007
Goldstein Golub Kessler LLP 1988 - 1994
H.J. BEHRMAN & COMPANY, LLP 1984 - 1988
Skills
US GAAP reporting, IFRS, SEC filings, Accounting, CPA, Auditing, GAAP, Sarbanes-Oxley Act, Financial Statements, Tax Research, Internal Controls, Tax Preparation, Forensic Accounting, Business Valuation, Financial Analysis, Assurance, Corporate Tax, US GAAP, Financial Accounting, Tax, Tax Returns, Income Tax, Partnership Taxation, Financial Reporting, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Accounting
Newtown High School in Queens 1974 — 1978
Diploma, Accounting
Wiss & Company, LLP August 2008 - Present
Marcum LLP August 2007 - August 2008
Eisner LLP November 2004 - July 2007
Goldstein Golub Kessler LLP 1988 - 1994
H.J. BEHRMAN & COMPANY, LLP 1984 - 1988
Skills
US GAAP reporting, IFRS, SEC filings, Accounting, CPA, Auditing, GAAP, Sarbanes-Oxley Act, Financial Statements, Tax Research, Internal Controls, Tax Preparation, Forensic Accounting, Business Valuation, Financial Analysis, Assurance, Corporate Tax, US GAAP, Financial Accounting, Tax, Tax Returns, Income Tax, Partnership Taxation, Financial Reporting, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Accounting
Newtown High School in Queens 1974 — 1978
Diploma, Accounting
Vincent Ognibene Vincent Ognibene's Goldstein Golub Kessler LLP Experience 1994 - 1997
Job Controller at Ulysses Management LLC
Industry Financial Services
Experience
Ulysses Management LLC 1997 - Present
Goldstein Golub Kessler LLP 1994 - 1997
George Funaro & Co. 1992 - 1994
Rayfield and Licata CPAs 1990 - 1992
Skills
Financial Reporting, Accounting, SEC filings, Financial Analysis, CPA, GAAP, US GAAP, Financial Accounting, IFRS, Tax, Auditing, Internal Controls, Financial Modeling, Corporate Tax, Valuation, Investments, Cash Flow, Cash Management, General Ledger, Fund Accounting, Financial Statements, Hedge Funds, Fund Of Funds, Private Equity, Operational Excellence, Internal Audit, System Architecture, SEC Filings
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance and Taxation
St.John's University 1986 — 1990
BS, Accounting
Ulysses Management LLC 1997 - Present
Goldstein Golub Kessler LLP 1994 - 1997
George Funaro & Co. 1992 - 1994
Rayfield and Licata CPAs 1990 - 1992
Skills
Financial Reporting, Accounting, SEC filings, Financial Analysis, CPA, GAAP, US GAAP, Financial Accounting, IFRS, Tax, Auditing, Internal Controls, Financial Modeling, Corporate Tax, Valuation, Investments, Cash Flow, Cash Management, General Ledger, Fund Accounting, Financial Statements, Hedge Funds, Fund Of Funds, Private Equity, Operational Excellence, Internal Audit, System Architecture, SEC Filings
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance and Taxation
St.John's University 1986 — 1990
BS, Accounting
Steven Mayer Steven Mayer's Goldstein Golub Kessler LLP Experience October 1981 - October 2008
Job NY Regional Managing Partner at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP September 2010 - Present
Amper Politziner & Mattia November 2008 - August 2010
Goldstein Golub Kessler LLP October 1981 - October 2008
Goldstein, Golub, Kessler & Co., P.C. 1981 - 2008
Skills
Accounting, Real Estate, Strategic Planning, Manufacturing, Retail, Tax, Mergers, Financial Reporting, Due Diligence, Financial Accounting, SEC filings, Financial Analysis, GAAP, Tax Preparation, CPA, US GAAP, Auditing
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BS, Accounting
CohnReznick LLP September 2010 - Present
Amper Politziner & Mattia November 2008 - August 2010
Goldstein Golub Kessler LLP October 1981 - October 2008
Goldstein, Golub, Kessler & Co., P.C. 1981 - 2008
Skills
Accounting, Real Estate, Strategic Planning, Manufacturing, Retail, Tax, Mergers, Financial Reporting, Due Diligence, Financial Accounting, SEC filings, Financial Analysis, GAAP, Tax Preparation, CPA, US GAAP, Auditing
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BS, Accounting
Anthony Famiglietti Anthony Famiglietti's Goldstein Golub Kessler LLP Experience 1998 - 2000
Job CFO at Long Pond Capital
Industry Financial Services
Experience
Long Pond Capital August 2010 - Present
North Sound Capital November 2003 - December 2009
Donaldson, Lufkin & Jenrette 2001 - 2002
Goldstein Golub Kessler, LLP 1998 - 2000
Anchin, Block & Anchin LLP 1996 - 1998
Education
University at Albany, SUNY 1994 — 1996
Accounting
Stony Brook University
Long Pond Capital August 2010 - Present
North Sound Capital November 2003 - December 2009
Donaldson, Lufkin & Jenrette 2001 - 2002
Goldstein Golub Kessler, LLP 1998 - 2000
Anchin, Block & Anchin LLP 1996 - 1998
Education
University at Albany, SUNY 1994 — 1996
Accounting
Stony Brook University
Joseph Yankovich's Goldstein Golub Kessler LLP Experience 1996 - July 1997
Job CFO at Newland Capital Management, LLC
Industry Financial Services
Experience
Newland Capital Management, LLC ControllerBalyasny Asset ManagementMay 2005 - January 2007
Structured Portfolio Management, LLC February 2002 - April 2005
Bank of Bermuda (NY) Ltd. July 2001 - February 2002
Grant Thornton November 1999 - July 2001
Perelson Weiner LLP July 1997 - October 1999
Goldstein Golub Kessler LLP 1996 - July 1997
Skills
Accounting, Private Equity, Hedge Funds, Asset Management, Alternative Investments, Valuation, Fund Of Funds, Capital Markets, Investments, Due Diligence, Fixed Income, Financial Analysis
Education
City University of New York-Brooklyn College 1993 — 1997
Newland Capital Management, LLC ControllerBalyasny Asset ManagementMay 2005 - January 2007
Structured Portfolio Management, LLC February 2002 - April 2005
Bank of Bermuda (NY) Ltd. July 2001 - February 2002
Grant Thornton November 1999 - July 2001
Perelson Weiner LLP July 1997 - October 1999
Goldstein Golub Kessler LLP 1996 - July 1997
Skills
Accounting, Private Equity, Hedge Funds, Asset Management, Alternative Investments, Valuation, Fund Of Funds, Capital Markets, Investments, Due Diligence, Fixed Income, Financial Analysis
Education
City University of New York-Brooklyn College 1993 — 1997
George Cairoli's Goldstein Golub Kessler LLP Experience November 1997 - December 1998
Job Chief Financial Officer at Coltrane Asset Management, L.P.
Industry Investment Management
Experience
Coltrane Asset Management, L.P. May 2015 - Present
MSDC Management, L.P. September 2002 - May 2015
Goldman Sachs & Co. September 2000 - September 2002
American Express Tax & Business Services January 1999 - September 2000
Goldstein Golub Kessler LLP November 1997 - December 1998
Skills
Accounting, Hedge Funds, Excel, Financial Reporting, Equities, Analysis, Fixed Income, Options, General Ledger, Alternative Investments, Microsoft Excel, Financial Analysis, Fund Of Funds, Financial Modeling, Valuation, Derivatives, Private Equity
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BS, Accounting
Coltrane Asset Management, L.P. May 2015 - Present
MSDC Management, L.P. September 2002 - May 2015
Goldman Sachs & Co. September 2000 - September 2002
American Express Tax & Business Services January 1999 - September 2000
Goldstein Golub Kessler LLP November 1997 - December 1998
Skills
Accounting, Hedge Funds, Excel, Financial Reporting, Equities, Analysis, Fixed Income, Options, General Ledger, Alternative Investments, Microsoft Excel, Financial Analysis, Fund Of Funds, Financial Modeling, Valuation, Derivatives, Private Equity
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BS, Accounting
Esther Friedlander Posner's Goldstein Golub Kessler LLP Experience November 1994 - May 1997
Job Senior Vice President of Finance & Accounting at Avenue Capital Group
Industry Investment Management
Experience
Avenue Capital Group September 1998 - Present
The Chatterjee Group May 1997 - August 1998
Goldstein Golub Kessler LLP November 1994 - May 1997
Paneth Haber & Zimmerman November 1989 - November 1994
Skills
Debt, Private Equity, Investments, Capital, Valuation
Education
University at Albany, SUNY 1985 — 1989
B.S., Accounting
Tottenville H.S. 1981 — 1985
Avenue Capital Group September 1998 - Present
The Chatterjee Group May 1997 - August 1998
Goldstein Golub Kessler LLP November 1994 - May 1997
Paneth Haber & Zimmerman November 1989 - November 1994
Skills
Debt, Private Equity, Investments, Capital, Valuation
Education
University at Albany, SUNY 1985 — 1989
B.S., Accounting
Tottenville H.S. 1981 — 1985
Andrew Flinn's Goldstein Golub Kessler LLP Experience 1999 - 2000
Job CFO at Calypso Capital Management
Industry Financial Services
Experience
Calypso Capital Management May 2003 - Present
Marcum & Kliegman LLP 2001 - 2003
Goldstein Golub Kessler LLP 1999 - 2000
Education
St. Joseph's College 1992 — 1995
Calypso Capital Management May 2003 - Present
Marcum & Kliegman LLP 2001 - 2003
Goldstein Golub Kessler LLP 1999 - 2000
Education
St. Joseph's College 1992 — 1995
Marcus Hahn's Goldstein Golub Kessler LLP Experience November 1999 - December 2003
Job
Industry Legal Services
Experience
Kobre & Kim March 2015 - Present
Milbank, Tweed, Hadley & McCloy LLP July 2014 - February 2015
Cleary Gottlieb Steen & Hamilton LLP June 2006 - November 2013
Anchin Block & Anchin LLP September 2004 - June 2006
KPMG US December 2003 - September 2004
Goldstein Golub Kessler LLP November 1999 - December 2003
Skills
Tax, Auditing, Partnership Accounting, Consolidated Financial..., Microsoft Excel, Account Reconciliation, Financial Statements, Accruals, Financial Accounting, Financial Analysis, Pivot Tables, Professional Services, Accounting, Management Accounting, Sales & Use Tax, Fixed Assets, Variance Analysis, Financial Reporting, Internal Controls, Analysis, GAAP, General Ledger, Consolidation, Journal Entries, CPA, US GAAP, Finance, Management, Statutory Accounting, Cash Flow, Financial Modeling, Partnership Taxation, External Audit, Preparation, Forecasting, Budgets, Tax Returns, Income Tax, QuickBooks, Financial Planning, Financial Audits, Managerial Finance, Tax Research, Corporate Finance, Microsoft Office, Tax Accounting, Spreadsheets, Balance Sheet, Bank Reconciliation, Training
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
MBA
Queens College 1997 — 1999
BA, Accounting
Kobre & Kim March 2015 - Present
Milbank, Tweed, Hadley & McCloy LLP July 2014 - February 2015
Cleary Gottlieb Steen & Hamilton LLP June 2006 - November 2013
Anchin Block & Anchin LLP September 2004 - June 2006
KPMG US December 2003 - September 2004
Goldstein Golub Kessler LLP November 1999 - December 2003
Skills
Tax, Auditing, Partnership Accounting, Consolidated Financial..., Microsoft Excel, Account Reconciliation, Financial Statements, Accruals, Financial Accounting, Financial Analysis, Pivot Tables, Professional Services, Accounting, Management Accounting, Sales & Use Tax, Fixed Assets, Variance Analysis, Financial Reporting, Internal Controls, Analysis, GAAP, General Ledger, Consolidation, Journal Entries, CPA, US GAAP, Finance, Management, Statutory Accounting, Cash Flow, Financial Modeling, Partnership Taxation, External Audit, Preparation, Forecasting, Budgets, Tax Returns, Income Tax, QuickBooks, Financial Planning, Financial Audits, Managerial Finance, Tax Research, Corporate Finance, Microsoft Office, Tax Accounting, Spreadsheets, Balance Sheet, Bank Reconciliation, Training
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
MBA
Queens College 1997 — 1999
BA, Accounting
Pat Gillespie's Goldstein Golub Kessler LLP Experience 1998 - 2007
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2007 - Present
RSM McGladrey 2005 - December 2011
Goldstein Golub Kessler LLP 1998 - 2007
American Express Tax & Business Svcs 1998 - 2005
Skills
Accounting, Auditing, Tax, SEC filings, CPA, Financial Reporting, GAAP, Corporate Tax, Private Equity, Financial Analysis, Internal Controls, US GAAP, Tax Accounting, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, Due Diligence, Partnership Taxation, Tax Research
Education
Hofstra University 1992 — 1994
Bachelor of Business Administration (BBA), Accounting
McGladrey October 2007 - Present
RSM McGladrey 2005 - December 2011
Goldstein Golub Kessler LLP 1998 - 2007
American Express Tax & Business Svcs 1998 - 2005
Skills
Accounting, Auditing, Tax, SEC filings, CPA, Financial Reporting, GAAP, Corporate Tax, Private Equity, Financial Analysis, Internal Controls, US GAAP, Tax Accounting, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, Due Diligence, Partnership Taxation, Tax Research
Education
Hofstra University 1992 — 1994
Bachelor of Business Administration (BBA), Accounting
Ralph Natilli's Goldstein Golub Kessler LLP Experience October 1998 - September 2005
Job Partner at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2005 - June 2014
Goldstein Golub Kessler LLP October 1998 - September 2005
Berdon LLP November 1992 - October 1998
Skills
Financial Reporting, Auditing, Hedge Funds, Tax, Alternative Investments
Education
Pace University - Lubin School of Business 1988 — 1992
KPMG US July 2014 - Present
Rothstein Kass October 2005 - June 2014
Goldstein Golub Kessler LLP October 1998 - September 2005
Berdon LLP November 1992 - October 1998
Skills
Financial Reporting, Auditing, Hedge Funds, Tax, Alternative Investments
Education
Pace University - Lubin School of Business 1988 — 1992
Richard Rossi's Goldstein Golub Kessler LLP Experience September 1999 - February 2004
Job Accounting Policy Officer at Morgan Stanley Wealth Management
Industry Accounting
Experience
Morgan Stanley Smith Barney LLC May 2006 - Present
Morgan Stanley Smith Barney LLC (formerly Citigroup Global Markets Inc.) December 2004 - May 2006
PricewaterhouseCoopers February 2004 - December 2004
Goldstein Golub Kessler LLP September 1999 - February 2004
Trachtenberg & Pauker, LLP June 1997 - September 1999
Kofler, Levenstein, Romanotto & Co., P.C. September 1995 - June 1997
Skills
Accounting, Financial Analysis, CPA, Auditing, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Risk Management, Financial Risk, Banking, SEC filings, Financial Modeling, US GAAP
Education
Hofstra University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley Smith Barney LLC May 2006 - Present
Morgan Stanley Smith Barney LLC (formerly Citigroup Global Markets Inc.) December 2004 - May 2006
PricewaterhouseCoopers February 2004 - December 2004
Goldstein Golub Kessler LLP September 1999 - February 2004
Trachtenberg & Pauker, LLP June 1997 - September 1999
Kofler, Levenstein, Romanotto & Co., P.C. September 1995 - June 1997
Skills
Accounting, Financial Analysis, CPA, Auditing, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Risk Management, Financial Risk, Banking, SEC filings, Financial Modeling, US GAAP
Education
Hofstra University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Christopher Newman's Goldstein Golub Kessler LLP Experience December 1992 - December 1994
Job Global Head of Operations
Industry Financial Services
Experience
Millennium Management LLC May 1994 - March 2014
Goldstein Golub Kessler LLP December 1992 - December 1994
Mortenson and Associates P.C. December 1990 - December 1992
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Derivatives, Options, Asset Management, Prime Brokerage, Electronic Trading, Capital Markets, Financial Reporting, Trading, Financial Services, Trading Systems, Middle Office, FX Options, Fund Of Funds, Securities, Finance
Education
Seton Hall University 1988 — 1992
Master of Business Administration (MBA), Accounting and Business/Management
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Economics
Millennium Management LLC May 1994 - March 2014
Goldstein Golub Kessler LLP December 1992 - December 1994
Mortenson and Associates P.C. December 1990 - December 1992
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Derivatives, Options, Asset Management, Prime Brokerage, Electronic Trading, Capital Markets, Financial Reporting, Trading, Financial Services, Trading Systems, Middle Office, FX Options, Fund Of Funds, Securities, Finance
Education
Seton Hall University 1988 — 1992
Master of Business Administration (MBA), Accounting and Business/Management
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Economics
Cora Yan's Goldstein Golub Kessler LLP Experience 2003 - 2004
Job Second Vice President at New York Life Investment Management LLC
Industry Accounting
Experience
GoldPoint Partners LLC January 2006 - Present
KPMG LLP August 2004 - January 2006
Goldstein Golub Kessler LLP 2003 - 2004
Skills
Hedge Funds, Accounting, Auditing, Fund Accounting, Financial Reporting, Alternative Investments, Fixed Income, Tax, Equities
Education
Baruch College, City University of New York (CUNY)
GoldPoint Partners LLC January 2006 - Present
KPMG LLP August 2004 - January 2006
Goldstein Golub Kessler LLP 2003 - 2004
Skills
Hedge Funds, Accounting, Auditing, Fund Accounting, Financial Reporting, Alternative Investments, Fixed Income, Tax, Equities
Education
Baruch College, City University of New York (CUNY)
Michael Fierro's Goldstein Golub Kessler LLP Experience 1999 - 2005
Job CFO
Industry Investment Management
Experience
Ehrenkranz Partners L.P. August 2010 - Present
Ehrenkranz Partners L.P. January 2006 - August 2010
Goldstein Golub Kessler, LLP 1999 - 2005
Education
University at Albany, SUNY 1995 — 1999
Ehrenkranz Partners L.P. August 2010 - Present
Ehrenkranz Partners L.P. January 2006 - August 2010
Goldstein Golub Kessler, LLP 1999 - 2005
Education
University at Albany, SUNY 1995 — 1999
Adam Reiss's Goldstein Golub Kessler LLP Experience December 1994 - October 2007
Job Citrin Cooperman & Company, LLP
Industry Accounting
Experience
Citrin Cooperman & Company, LLP November 2011 - Present
RSM McGladrey October 2007 - November 2011
McGladrey & Pullen, LLP October 2007 - November 2011
Goldstein Golub Kessler LLP December 1994 - October 2007
American Express Tax and Business 2005 - 2007
Education
University of Cincinnati College of Business 1998 — 2002
BBA, Accounting & Finance
Citrin Cooperman & Company, LLP November 2011 - Present
RSM McGladrey October 2007 - November 2011
McGladrey & Pullen, LLP October 2007 - November 2011
Goldstein Golub Kessler LLP December 1994 - October 2007
American Express Tax and Business 2005 - 2007
Education
University of Cincinnati College of Business 1998 — 2002
BBA, Accounting & Finance
Elliot Isaac's Goldstein Golub Kessler LLP Experience 1999 - 2005
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey 2005 - Present
RSM McGladrey 2005 - November 2011
Goldstein Golub Kessler LLP 1999 - 2005
Skills
Hedge Funds, Audit, Alternative Investments, Auditing, Private Equity, Tax, SEC filings, Options, Fund Of Funds, Financial Services, Bonds, Income Tax, Trading, Due Diligence
Education
Touro College 1995 — 1999
Rabbinical Academy Mesivta Rabbi Chaim Berlin
McGladrey 2005 - Present
RSM McGladrey 2005 - November 2011
Goldstein Golub Kessler LLP 1999 - 2005
Skills
Hedge Funds, Audit, Alternative Investments, Auditing, Private Equity, Tax, SEC filings, Options, Fund Of Funds, Financial Services, Bonds, Income Tax, Trading, Due Diligence
Education
Touro College 1995 — 1999
Rabbinical Academy Mesivta Rabbi Chaim Berlin
Joe Luca's Goldstein Golub Kessler LLP Experience January 1997 - October 2000
Job Chief Financial Officer
Industry Financial Services
Experience
Miura Global Management, LLC July 2008 - Present
Citi April 2007 - July 2008
Credit Suisse October 2000 - April 2007
Goldstein Golub Kessler LLP January 1997 - October 2000
Salibello & Broder LLP 1996 - 1997
Skills
Alternative Investments, Fixed Income, Derivatives, Equities, Hedge Funds
Education
Pace University 1989 — 1993
BBA, Public Accounting
Miura Global Management, LLC July 2008 - Present
Citi April 2007 - July 2008
Credit Suisse October 2000 - April 2007
Goldstein Golub Kessler LLP January 1997 - October 2000
Salibello & Broder LLP 1996 - 1997
Skills
Alternative Investments, Fixed Income, Derivatives, Equities, Hedge Funds
Education
Pace University 1989 — 1993
BBA, Public Accounting
Brendan Driscoll's Goldstein Golub Kessler LLP Experience 1998 - 2004
Job COO/CFO at Wingspan Investment Management LP
Industry Investment Management
Experience
Wingspan Investment Management LP November 2012 - Present
Normandy Hill Capital LP October 2007 - October 2012
The Airlie Group 2004 - 2007
Goldstein Golub Kessler LLP 1998 - 2004
David Berdon LLP 1997 - 1998
Education
Dowling College
Bachelors in Business Administration, Accounting
Wingspan Investment Management LP November 2012 - Present
Normandy Hill Capital LP October 2007 - October 2012
The Airlie Group 2004 - 2007
Goldstein Golub Kessler LLP 1998 - 2004
David Berdon LLP 1997 - 1998
Education
Dowling College
Bachelors in Business Administration, Accounting
Alan Woghin, CPA, MS's Goldstein Golub Kessler LLP Experience August 1994 - January 2011
Job Vice President of Finance & Chief Financial Officer at the Institute for Family Health
Industry Hospital & Health Care
Experience
Institute for Family Health 2011 - Present
RSM McGladrey, Inc August 2007 - January 2011
Goldstein Golub Kessler LLP August 1994 - January 2011
Skills
Accounting, Auditing, Not-for-Profit..., Tax exempt organizations, Finance, Community Health Centers, Federally Qualified..., Healthcare FInance and..., Budgets, CPA, Financial Reporting, Grants, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Hospitals, Leadership, Managed Care, Management, Managerial Finance, Non-profits, Nonprofits, Revenue Cycle, Strategic Planning, Tax
Education
CW Post College 1993 — 1995
Masters in Science, Taxation
Muhlenberg College 1984 — 1988
BA, Accounting and Business Finance
Institute for Family Health 2011 - Present
RSM McGladrey, Inc August 2007 - January 2011
Goldstein Golub Kessler LLP August 1994 - January 2011
Skills
Accounting, Auditing, Not-for-Profit..., Tax exempt organizations, Finance, Community Health Centers, Federally Qualified..., Healthcare FInance and..., Budgets, CPA, Financial Reporting, Grants, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Hospitals, Leadership, Managed Care, Management, Managerial Finance, Non-profits, Nonprofits, Revenue Cycle, Strategic Planning, Tax
Education
CW Post College 1993 — 1995
Masters in Science, Taxation
Muhlenberg College 1984 — 1988
BA, Accounting and Business Finance
Sebastian Calabro's Goldstein Golub Kessler LLP Experience 1994 - 1998
Job Chief Financial Officer
Industry Investment Management
Experience
New Vernon Capital 2008 - Present
Rothstein Kass 2004 - 2007
Marcum & Kliegman LLP 2004 - 2004
Rosen Seymour Shapss Martin & Company LLP 2001 - 2004
Phase2Media Inc 1999 - 2001
American Bank Note Holographics, Inc. 1998 - 1999
Goldstein Golub Kessler LLP 1994 - 1998
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Taxation
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accountancy
New Vernon Capital 2008 - Present
Rothstein Kass 2004 - 2007
Marcum & Kliegman LLP 2004 - 2004
Rosen Seymour Shapss Martin & Company LLP 2001 - 2004
Phase2Media Inc 1999 - 2001
American Bank Note Holographics, Inc. 1998 - 1999
Goldstein Golub Kessler LLP 1994 - 1998
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Taxation
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accountancy
Peter Testaverde's Goldstein Golub Kessler LLP Experience 1990 - 2006
Job Partner at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP November 2008 - Present
McGladrey & Pullen 2006 - 2008
Goldstein Golub Kessler LLP 1990 - 2006
Spicer & Oppenheim (formerly Oppenheim, Appel, Dixon & Co.) 1979 - 1990
Kaufmann Alsberg & Co. 1974 - 1979
Oppenheim Appel Dixon & Co 1968 - 1974
Skills
Hedge Funds, Private Equity, SEC filings, Due Diligence, Alternative Investments, Accounting, US GAAP, Financial Reporting, Internal Controls, GAAP, Tax, CPA, Fund Accounting, Valuation, Finance, Asset Management, Fund Of Funds, Auditing, Equities, Investments, Mutual Funds, Financial Analysis, Securities, Mergers & Acquisitions, Cash Management, SEC Filings
Education
Brooklyn College 1964 — 1968
Bachelor of Science, Accounting
EisnerAmper LLP November 2008 - Present
McGladrey & Pullen 2006 - 2008
Goldstein Golub Kessler LLP 1990 - 2006
Spicer & Oppenheim (formerly Oppenheim, Appel, Dixon & Co.) 1979 - 1990
Kaufmann Alsberg & Co. 1974 - 1979
Oppenheim Appel Dixon & Co 1968 - 1974
Skills
Hedge Funds, Private Equity, SEC filings, Due Diligence, Alternative Investments, Accounting, US GAAP, Financial Reporting, Internal Controls, GAAP, Tax, CPA, Fund Accounting, Valuation, Finance, Asset Management, Fund Of Funds, Auditing, Equities, Investments, Mutual Funds, Financial Analysis, Securities, Mergers & Acquisitions, Cash Management, SEC Filings
Education
Brooklyn College 1964 — 1968
Bachelor of Science, Accounting
Carol Lapidus's Goldstein Golub Kessler LLP Experience August 1983 - September 2007
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey September 2007 - Present
Goldstein Golub Kessler LLP August 1983 - September 2007
Skills
SEC filings, CPA, Accounting, Auditing, Internal Controls, Tax, Mergers & Acquisitions, Financial Analysis, Financial Reporting, GAAP, Corporate Tax, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Income Tax, Revenue Recognition, Mergers, Corporate Finance, Business Valuation, General Ledger, Cash Flow, Managerial Finance, Internal Audit
Education
University of Massachusetts, Amherst 1979 — 1983
BS, Accounting
McGladrey September 2007 - Present
Goldstein Golub Kessler LLP August 1983 - September 2007
Skills
SEC filings, CPA, Accounting, Auditing, Internal Controls, Tax, Mergers & Acquisitions, Financial Analysis, Financial Reporting, GAAP, Corporate Tax, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Income Tax, Revenue Recognition, Mergers, Corporate Finance, Business Valuation, General Ledger, Cash Flow, Managerial Finance, Internal Audit
Education
University of Massachusetts, Amherst 1979 — 1983
BS, Accounting
Paul Koren's Goldstein Golub Kessler LLP Experience 1971 - 2008
Job Independent Accounting Professional
Industry Accounting
Experience
Baruch College 2001 - Present
Goldstein Golub Kessler, LLP 1971 - 2008
American Express TBS/ Goldstien Golub & Kessler 1971 - 2008
American Express Tax and Business 1998 - 2006
Skills
Non-profits, Board Member/ Treasurer...
Education
Baruch College
MBA, Management Accounting
Baruch College 2001 - Present
Goldstein Golub Kessler, LLP 1971 - 2008
American Express TBS/ Goldstien Golub & Kessler 1971 - 2008
American Express Tax and Business 1998 - 2006
Skills
Non-profits, Board Member/ Treasurer...
Education
Baruch College
MBA, Management Accounting
Anthony Federici's Goldstein Golub Kessler LLP Experience August 2004 - July 2006
Job Controller at Meru Capital Group, LP
Industry Financial Services
Experience
Meru Capital Group, LP May 2014 - Present
CastleRock Asset Management, Inc. March 2012 - April 2014
CastleRock Asset Management, Inc. July 2006 - February 2012
Goldstein Golub Kessler LLP August 2004 - July 2006
Marcum & Kliegman LLP August 2003 - August 2004
Philip Colasuonno & Co., CPA's June 2001 - August 2003
Skills
Financial Reporting, SEC filings, Accounting, Hedge Funds, Internal Controls, Tax, Financial Analysis, Auditing, GAAP, CPA, Private Equity, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Due Diligence
Education
Iona College
Bachelor of Science (BS), Accounting
Meru Capital Group, LP May 2014 - Present
CastleRock Asset Management, Inc. March 2012 - April 2014
CastleRock Asset Management, Inc. July 2006 - February 2012
Goldstein Golub Kessler LLP August 2004 - July 2006
Marcum & Kliegman LLP August 2003 - August 2004
Philip Colasuonno & Co., CPA's June 2001 - August 2003
Skills
Financial Reporting, SEC filings, Accounting, Hedge Funds, Internal Controls, Tax, Financial Analysis, Auditing, GAAP, CPA, Private Equity, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Due Diligence
Education
Iona College
Bachelor of Science (BS), Accounting
Michael Carmen's Goldstein Golub Kessler LLP Experience September 1984 - October 1986
Job Equity Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management April 1999 - Present
Kobrick Capital Management August 1997 - April 1999
State Street Research May 1992 - August 1997
Cigna Investment Management September 1991 - May 1992
Sanford C. Bernstein July 1988 - August 1990
Drexel Burnham Lambert October 1986 - July 1988
Goldstein Golub Kessler LLP September 1984 - October 1986
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
State University of New York at Albany 1980 — 1984
BS, Accounting
Lawrence High School
Wellington Management April 1999 - Present
Kobrick Capital Management August 1997 - April 1999
State Street Research May 1992 - August 1997
Cigna Investment Management September 1991 - May 1992
Sanford C. Bernstein July 1988 - August 1990
Drexel Burnham Lambert October 1986 - July 1988
Goldstein Golub Kessler LLP September 1984 - October 1986
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
State University of New York at Albany 1980 — 1984
BS, Accounting
Lawrence High School
Pete Kraft, CPA's Goldstein Golub Kessler LLP Experience November 1999 - January 2002
Job at
Industry Real Estate
Experience
Hudson Five, LLC 2014 - Present
3K Realty LLC September 2012 - Present
Och-Ziff Capital Management Group July 2010 - September 2012
Och-Ziff Capital Management Group August 2007 - July 2010
Och-Ziff Capital Management Group January 2002 - August 2007
Goldstein Golub Kessler LLP November 1999 - January 2002
Skills
Accounting, Audit, Hedge Funds, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Statements, US GAAP, Internal Controls, General Ledger, Financial Accounting, Cash Flow, Accounts Payable, Financial Modeling, Bookkeeping, QuickBooks, Assurance, Negotiation, Strategic Financial..., Cash Management, Financial Audits, Sarbanes-Oxley Act, Auditing, SEC filings, Tax, Fund Accounting, Due Diligence, CPA, Investor Relations, GAAP, Private Equity, Valuation, SEC Filings
Education
Rutgers Business School 1995 — 1999
Bachelor of Science (B.S.), Accounting
Rutgers University 1995 — 1999
BS, Accounting
Holmdel High School 1991 — 1995
Hudson Five, LLC 2014 - Present
3K Realty LLC September 2012 - Present
Och-Ziff Capital Management Group July 2010 - September 2012
Och-Ziff Capital Management Group August 2007 - July 2010
Och-Ziff Capital Management Group January 2002 - August 2007
Goldstein Golub Kessler LLP November 1999 - January 2002
Skills
Accounting, Audit, Hedge Funds, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Statements, US GAAP, Internal Controls, General Ledger, Financial Accounting, Cash Flow, Accounts Payable, Financial Modeling, Bookkeeping, QuickBooks, Assurance, Negotiation, Strategic Financial..., Cash Management, Financial Audits, Sarbanes-Oxley Act, Auditing, SEC filings, Tax, Fund Accounting, Due Diligence, CPA, Investor Relations, GAAP, Private Equity, Valuation, SEC Filings
Education
Rutgers Business School 1995 — 1999
Bachelor of Science (B.S.), Accounting
Rutgers University 1995 — 1999
BS, Accounting
Holmdel High School 1991 — 1995
Lorenzo Prestigiacomo's Goldstein Golub Kessler LLP Experience 1999 - 2002
Job Senior Manager at WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP January 2005 - Present
BDO Seidman 2002 - 2005
Goldstein Golub Kessler LLP 1999 - 2002
Skills
Auditing, US GAAP, GAAP, Internal Controls, Accounting, Financial Reporting, CPA, Financial Accounting, Financial Analysis, Assurance, External Audit, Due Diligence, Regulatory Reporting, FDICIA, Banking, Broker-Dealer, Hedge Funds
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Public Accounting
Xaverian High school 1989 — 1992
WeiserMazars LLP January 2005 - Present
BDO Seidman 2002 - 2005
Goldstein Golub Kessler LLP 1999 - 2002
Skills
Auditing, US GAAP, GAAP, Internal Controls, Accounting, Financial Reporting, CPA, Financial Accounting, Financial Analysis, Assurance, External Audit, Due Diligence, Regulatory Reporting, FDICIA, Banking, Broker-Dealer, Hedge Funds
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Public Accounting
Xaverian High school 1989 — 1992
Steven Eichenstein's Goldstein Golub Kessler LLP Experience January 2003 - December 2003
Job Managing Director at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management 2006 - Present
PricewaterhouseCoopers LLP December 2003 - September 2006
Goldstein Golub Kessler, LLP January 2003 - December 2003
Leshkowitz and Company, LLP January 1999 - January 2003
Data Research Group July 1997 - December 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Financial Reporting, Securities, Accounting, Financial Statements, Tax, Capital Markets
Education
Touro College
BS, Accounting
Marathon Asset Management 2006 - Present
PricewaterhouseCoopers LLP December 2003 - September 2006
Goldstein Golub Kessler, LLP January 2003 - December 2003
Leshkowitz and Company, LLP January 1999 - January 2003
Data Research Group July 1997 - December 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Financial Reporting, Securities, Accounting, Financial Statements, Tax, Capital Markets
Education
Touro College
BS, Accounting
Jerry Hsieh's Goldstein Golub Kessler LLP Experience 1997 - 2000
Job Senior Client Relationship Manager at HSBC Securities Services
Industry Financial Services
Experience
HSBC Securities Services March 2008 - Present
HSBC Securities Services 2000 - 2008
Goldstein Golub Kessler, LLP 1997 - 2000
Weinick, Sanders Leventhal & Co. LLP 1995 - 1997
Skills
Hedge Funds, Fund Administration, Fund Of Funds, Fund Accounting, Investments, Asset Managment, Securities, Mutual Funds, Equities, Alternative Investments, Global Custody, Fixed Income
Education
St. John's University 1997 — 2000
MBA, Finance
B.M. Baruch College, City University of New York
Bachelor of Business Administration in Accounting, Accounting
HSBC Securities Services March 2008 - Present
HSBC Securities Services 2000 - 2008
Goldstein Golub Kessler, LLP 1997 - 2000
Weinick, Sanders Leventhal & Co. LLP 1995 - 1997
Skills
Hedge Funds, Fund Administration, Fund Of Funds, Fund Accounting, Investments, Asset Managment, Securities, Mutual Funds, Equities, Alternative Investments, Global Custody, Fixed Income
Education
St. John's University 1997 — 2000
MBA, Finance
B.M. Baruch College, City University of New York
Bachelor of Business Administration in Accounting, Accounting
Jenafer Carelli's Goldstein Golub Kessler LLP Experience 1996 - 2000
Job Fund Controller at Viking Global Investors
Industry Investment Management
Experience
Viking Global Investors December 2008 - Present
Harvest Management LLC December 2000 - December 2008
Goldstein Golub Kessler LLP 1996 - 2000
Education
Binghamton University 1992 — 1996
Bachelor's degree, Accounting
Viking Global Investors December 2008 - Present
Harvest Management LLC December 2000 - December 2008
Goldstein Golub Kessler LLP 1996 - 2000
Education
Binghamton University 1992 — 1996
Bachelor's degree, Accounting
Dawn Ibraham's Goldstein Golub Kessler LLP Experience 1996 - 1998
Job Controller at Gyrodyne Company of America, Inc
Industry Accounting
Experience
Gyrodyne Company of America, Inc January 2013 - Present
Ibraham & Associates, PC 2005 - 2011
CPI Aerostructures 1998 - 2000
Goldstein Golub Kessler, LLP 1996 - 1998
Skills
QuickBooks, Accounts Payable, Accounting, Payroll, Financial Statements, Auditing, Bookkeeping, Cash Flow, Bank Reconciliation, Corporate Tax, Small Business, Payroll Taxes
Education
Adelphi University 1995 — 1996
Bachelor of Business Administration (BBA), Accounting
Nassau Community College 1993 — 1994
Associate of Science (AS), Accounting
Gyrodyne Company of America, Inc January 2013 - Present
Ibraham & Associates, PC 2005 - 2011
CPI Aerostructures 1998 - 2000
Goldstein Golub Kessler, LLP 1996 - 1998
Skills
QuickBooks, Accounts Payable, Accounting, Payroll, Financial Statements, Auditing, Bookkeeping, Cash Flow, Bank Reconciliation, Corporate Tax, Small Business, Payroll Taxes
Education
Adelphi University 1995 — 1996
Bachelor of Business Administration (BBA), Accounting
Nassau Community College 1993 — 1994
Associate of Science (AS), Accounting
Natalie Schweitzer, CPA's Goldstein Golub Kessler LLP Experience 1994 - 1996
Job Independent Contractor
Industry Accounting
Experience
Schaeffer & Sam, CPA's, P.C. August 2003 - Present
Marcum LLP July 1996 - July 2002
Goldstein Golub Kessler LLP 1994 - 1996
Martin and Rosen, LLC 1990 - 1994
Skills
Financial Reporting
Education
Iona College 1986 — 1990
BBA, Accounting
Schaeffer & Sam, CPA's, P.C. August 2003 - Present
Marcum LLP July 1996 - July 2002
Goldstein Golub Kessler LLP 1994 - 1996
Martin and Rosen, LLC 1990 - 1994
Skills
Financial Reporting
Education
Iona College 1986 — 1990
BBA, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY