Marcum LLP
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1951 Subsidiaries: Raffa, P.C., Marcum Search LLC,
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Marcum LLP Employees
Employee
Years
Job
Industry
Erica St. Pierre Erica St. Pierre's Marcum LLP Experience January 2013 - April 2013
Job Financial Underwriter at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group December 2014 - Present
DaCapo Ristorante Italiano March 2012 - December 2014
Marcum LLP January 2013 - April 2013
Windsor Federal Savings and Loan June 2011 - August 2011
Liberty Bank - CT May 2010 - August 2010
Skills
Account Reconciliation, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Marketing
Education
Central Connecticut State University 2013 — 2015
Master's Degree, Communication, 3.5
Eastern Connecticut State University 2011 — 2013
Bachelor's Degree, Accounting, 3.3
Endicott College 2009 — 2010
Accounting
Farmington High School 2005 — 2009
High School
UnitedHealth Group December 2014 - Present
DaCapo Ristorante Italiano March 2012 - December 2014
Marcum LLP January 2013 - April 2013
Windsor Federal Savings and Loan June 2011 - August 2011
Liberty Bank - CT May 2010 - August 2010
Skills
Account Reconciliation, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Marketing
Education
Central Connecticut State University 2013 — 2015
Master's Degree, Communication, 3.5
Eastern Connecticut State University 2011 — 2013
Bachelor's Degree, Accounting, 3.3
Endicott College 2009 — 2010
Accounting
Farmington High School 2005 — 2009
High School
Willy Chan's Marcum LLP Experience January 2012 - September 2014
Job Independent Financial Consultant
Industry Accounting
Experience
Self-employed October 2014 - Present
Marcum LLP January 2012 - September 2014
Robert, Finnegan & Lynah, PC July 2001 - December 2011
Skills
US GAAP, Corporate Tax, Financial Reporting, Financial Accounting, Revenue Recognition, Financial Projection, Inventory Management, Physical Inventory, Percentage of Completion, OMB Circular A-133, Yellow Book, QuickBooks, Audits of Employee..., HUD Audits, Financial Audits, Weather Forecasting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Master of Business Administration (M.B.A.)
Self-employed October 2014 - Present
Marcum LLP January 2012 - September 2014
Robert, Finnegan & Lynah, PC July 2001 - December 2011
Skills
US GAAP, Corporate Tax, Financial Reporting, Financial Accounting, Revenue Recognition, Financial Projection, Inventory Management, Physical Inventory, Percentage of Completion, OMB Circular A-133, Yellow Book, QuickBooks, Audits of Employee..., HUD Audits, Financial Audits, Weather Forecasting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Master of Business Administration (M.B.A.)
Arthur Brown Arthur Brown's Marcum LLP Experience August 2015 - Present
Job Partner, Alternative Investment Group at Marcum LLP
Industry Financial Services
Experience
Marcum LLP August 2015 - Present
McGladrey June 2014 - July 2015
Rothstein Kass August 2009 - May 2014
EY August 2006 - June 2009
Izara Capital Management, LLC October 2005 - August 2006
Tremont Capital Management June 2000 - August 2005
Ernst & Young LLP October 1995 - June 2000
US Army September 1987 - June 1990
Skills
Fund Of Funds, Accounting, Alternative Investments, Asset Managment, Auditing, CPA, Capital Markets, Due Diligence, Finance, Financial Services, Fund Accounting, Fund Administration, GAAP, Hedge Funds, Internal Controls, Investments, Management, Private Equity, SEC, Start-ups, US GAAP, Valuation, Asset Management, Financial Reporting, Financial Advisory, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Marist College 1993 — 1995
Bachelor’s Degree, Accounting, Summa cum laude (3.97 GPA)
Dutchess Community College 1990 — 1993
Associate’s Degree, Business Administration, 3.98
Marcum LLP August 2015 - Present
McGladrey June 2014 - July 2015
Rothstein Kass August 2009 - May 2014
EY August 2006 - June 2009
Izara Capital Management, LLC October 2005 - August 2006
Tremont Capital Management June 2000 - August 2005
Ernst & Young LLP October 1995 - June 2000
US Army September 1987 - June 1990
Skills
Fund Of Funds, Accounting, Alternative Investments, Asset Managment, Auditing, CPA, Capital Markets, Due Diligence, Finance, Financial Services, Fund Accounting, Fund Administration, GAAP, Hedge Funds, Internal Controls, Investments, Management, Private Equity, SEC, Start-ups, US GAAP, Valuation, Asset Management, Financial Reporting, Financial Advisory, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Marist College 1993 — 1995
Bachelor’s Degree, Accounting, Summa cum laude (3.97 GPA)
Dutchess Community College 1990 — 1993
Associate’s Degree, Business Administration, 3.98
Marie DeCicco, CPA Marie DeCicco, CPA's Marcum LLP Experience 2003 - 2004
Job Accounting and Audit Principal at Shechtman Marks Devor PC
Industry Accounting
Experience
Alice Paul Institute 2014 - Present
Shechtman Marks Devor PC 2006 - Present
ITOCHU International Inc. 2004 - 2006
Marcum LLP 2003 - 2004
Mahoney Cohen and Co. 1998 - 2003
Skills
Auditing, Accounting, GAAP, Nonprofits, OMB Circular A-133, Yellow Book, QuickBooks, CPA, Internal Controls, US GAAP, External Audit, Financial Statements, Financial Reporting, Financial Audits, Financial Accounting
Education
SUNY Binghamton 1994 — 1998
BS, Accounting
Alice Paul Institute 2014 - Present
Shechtman Marks Devor PC 2006 - Present
ITOCHU International Inc. 2004 - 2006
Marcum LLP 2003 - 2004
Mahoney Cohen and Co. 1998 - 2003
Skills
Auditing, Accounting, GAAP, Nonprofits, OMB Circular A-133, Yellow Book, QuickBooks, CPA, Internal Controls, US GAAP, External Audit, Financial Statements, Financial Reporting, Financial Audits, Financial Accounting
Education
SUNY Binghamton 1994 — 1998
BS, Accounting
Joseph Parent's Marcum LLP Experience February 2013 - May 2013
Job Joseph H Parent Financial Consultant
Industry Accounting
Experience
Parent Financial Consultants July 2013 - Present
Marcum LLP February 2013 - May 2013
Parent, McLaughlin & Nangle, CPAs January 1976 - January 2013
Touche Ross June 1963 - December 1975
Skills
Financial Reporting, Corporate Tax, Tax Accounting, Tax, Auditing, Tax Research, Income Tax, Tax Preparation, Accounting, Mergers & Acquisitions, Strategic Planning, Business Strategy, Project Management, Financial Modeling, Management Consulting, Management, Financial Analysis, Mergers, Financial Accounting, QuickBooks, Internal Controls, Tax Returns, US GAAP
Education
Boston College - Carroll School of Management 1959 — 1963
Bachelor of Science (B.S.), Accounting
Parent Financial Consultants July 2013 - Present
Marcum LLP February 2013 - May 2013
Parent, McLaughlin & Nangle, CPAs January 1976 - January 2013
Touche Ross June 1963 - December 1975
Skills
Financial Reporting, Corporate Tax, Tax Accounting, Tax, Auditing, Tax Research, Income Tax, Tax Preparation, Accounting, Mergers & Acquisitions, Strategic Planning, Business Strategy, Project Management, Financial Modeling, Management Consulting, Management, Financial Analysis, Mergers, Financial Accounting, QuickBooks, Internal Controls, Tax Returns, US GAAP
Education
Boston College - Carroll School of Management 1959 — 1963
Bachelor of Science (B.S.), Accounting
Jeff Dwyer's Marcum LLP Experience January 2014 - May 2014
Job Billing Specialist Commonwealth Worldwide
Industry Accounting
Experience
Commonwealth Worldwide Chauffeured Transportation August 2014 - Present
Stop & Shop April 2010 - November 2014
Marcum LLP January 2014 - May 2014
Skills
Bookkeeping, Bank Reconciliation, 1099 Preparation, Teamwork, Time Management, Microsoft Office, Data Entry, Customer Service, ProSystem fx Tax, Maconomy, Extensions
Education
Lasell College 2012 — 2014
Accounting
Bunker Hill Community College 2009 — 2012
Commonwealth Worldwide Chauffeured Transportation August 2014 - Present
Stop & Shop April 2010 - November 2014
Marcum LLP January 2014 - May 2014
Skills
Bookkeeping, Bank Reconciliation, 1099 Preparation, Teamwork, Time Management, Microsoft Office, Data Entry, Customer Service, ProSystem fx Tax, Maconomy, Extensions
Education
Lasell College 2012 — 2014
Accounting
Bunker Hill Community College 2009 — 2012
Larry Schwegel Larry Schwegel's Marcum LLP Experience November 2007 - May 2015
Job Tax Manager at UK US Tax Services LLP
Industry Accounting
Experience
UK US Tax Services LLP May 2015 - Present
Marcum LLP November 2007 - May 2015
BDO Seidman USA, LLP September 1997 - November 2007
PwC September 1999 - November 2000
Miller, Glusman, Footer & Magarick, PC December 1990 - July 1997
Zelenkofske Axelrod & Co, Ltd. November 1988 - November 1990
Skills
Tax, Corporate Tax, CPA, Tax Research, Tax Accounting, Income Tax, ASC 740 Advisory and..., State and Local Tax, Foreign Tax / Subpart F, S Corporation Taxation, Partnership Taxation, Individual Taxation, Tax Preparation, FIN 48, State Tax, US GAAP, S Corporations
Education
Villanova University School of Law 1993 — 1995
Master's degree, Taxation
Richard Stockton College of New Jersey 1985 — 1987
Bachelor's degree, Accounting
Cumberland County College 1982 — 1985
Associate's Degree, Business Studies - Accounting
UK US Tax Services LLP May 2015 - Present
Marcum LLP November 2007 - May 2015
BDO Seidman USA, LLP September 1997 - November 2007
PwC September 1999 - November 2000
Miller, Glusman, Footer & Magarick, PC December 1990 - July 1997
Zelenkofske Axelrod & Co, Ltd. November 1988 - November 1990
Skills
Tax, Corporate Tax, CPA, Tax Research, Tax Accounting, Income Tax, ASC 740 Advisory and..., State and Local Tax, Foreign Tax / Subpart F, S Corporation Taxation, Partnership Taxation, Individual Taxation, Tax Preparation, FIN 48, State Tax, US GAAP, S Corporations
Education
Villanova University School of Law 1993 — 1995
Master's degree, Taxation
Richard Stockton College of New Jersey 1985 — 1987
Bachelor's degree, Accounting
Cumberland County College 1982 — 1985
Associate's Degree, Business Studies - Accounting
Ryan Hashmi Ryan Hashmi's Marcum LLP Experience January 2011 - July 2011
Job International Tax Professional
Industry Accounting
Experience
McGladrey June 2015 - Present
University of Miami School of Law August 2013 - December 2013
United States Securities and Exchange Commission May 2013 - August 2013
University of Miami School of Law May 2012 - November 2012
Marcum LLP January 2011 - July 2011
CBIZ MHM, LLC July 2008 - January 2010
Skills
Accounting, Auditing, Financial Reporting, Quickbooks, GAAP, Time Management, Risk Assessment, Analysis, Tax, Financial Accounting, Internal Controls
Education
University of Miami School of Law 2011 — 2014
Juris Doctor, LL.M. - Taxation, Law
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Accounting
Fountain Valley High School 2000 — 2004
Diploma
McGladrey June 2015 - Present
University of Miami School of Law August 2013 - December 2013
United States Securities and Exchange Commission May 2013 - August 2013
University of Miami School of Law May 2012 - November 2012
Marcum LLP January 2011 - July 2011
CBIZ MHM, LLC July 2008 - January 2010
Skills
Accounting, Auditing, Financial Reporting, Quickbooks, GAAP, Time Management, Risk Assessment, Analysis, Tax, Financial Accounting, Internal Controls
Education
University of Miami School of Law 2011 — 2014
Juris Doctor, LL.M. - Taxation, Law
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Accounting
Fountain Valley High School 2000 — 2004
Diploma
Jeffrey DeLuca, CPA, MPAc Jeffrey DeLuca, CPA, MPAc's Marcum LLP Experience November 2013 - Present
Job Staff at Marcum LLP
Industry Accounting
Experience
Marcum LLP November 2013 - Present
Atrion Networking Corporation June 2012 - October 2013
Otrando Porcaro & Associates January 2012 - April 2012
Town of Burrillville May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Tax, Auditing, Research, Time Management, Outlook, Access, Accounts Receivable, Leadership, Financial Statements, Finance, Tuba
Education
Bryant University 2012 — 2013
Master of Professional Accountancy, Accounting
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Marcum LLP November 2013 - Present
Atrion Networking Corporation June 2012 - October 2013
Otrando Porcaro & Associates January 2012 - April 2012
Town of Burrillville May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Tax, Auditing, Research, Time Management, Outlook, Access, Accounts Receivable, Leadership, Financial Statements, Finance, Tuba
Education
Bryant University 2012 — 2013
Master of Professional Accountancy, Accounting
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Thomas Cappiello Thomas Cappiello's Marcum LLP Experience November 2010 - November 2011
Job Active Duty Military
Industry Military
Experience
US Navy May 2013 - Present
Marcum LLP November 2010 - November 2011
Holtz Rubenstein Reminick LLP (now known as Baker Tilly Virchow Krause, LLP) October 2007 - March 2010
Skills
Leadership, Microsoft Office, Financial Analysis, Management, Microsoft Excel, Team Leadership, Public Speaking
Education
Defense Language Institute 2013 — 2014
Certificate of Completion, Iraqi Arabic
Siena College 2003 — 2007
B.B.A., Accounting
James Cook University 2005 — 2005
Study Abroad Program
US Navy May 2013 - Present
Marcum LLP November 2010 - November 2011
Holtz Rubenstein Reminick LLP (now known as Baker Tilly Virchow Krause, LLP) October 2007 - March 2010
Skills
Leadership, Microsoft Office, Financial Analysis, Management, Microsoft Excel, Team Leadership, Public Speaking
Education
Defense Language Institute 2013 — 2014
Certificate of Completion, Iraqi Arabic
Siena College 2003 — 2007
B.B.A., Accounting
James Cook University 2005 — 2005
Study Abroad Program
Jacob Sparks, CPA, MST Jacob Sparks, CPA, MST's Marcum LLP Experience November 2011 - August 2015
Job Tax\Business Management at Mann Gelon Glodney & Augustein
Industry Accounting
Experience
Mann Gelon Glodney & Augenstein August 2015 - Present
Marcum LLP November 2011 - August 2015
Katz, Katz & Sparks 2000 - 2011
Moss Adams LLP June 2010 - August 2010
Skills
Corporate Tax, CPA, Tax Returns, Income Tax, Tax Accounting, Accounting, Personal Income Tax..., Tax Research, Tax Preparation, Entertainment Business..., High Net Worth..., QuickBooks
Education
California State University-Northridge 2013 — 2015
Masters of Science in Taxation (MST), Taxation
California State University-Northridge 2006 — 2011
BS, Accounting, Finance, Real Estate
University of Denver 2002 — 2004
Viola Performance
Mann Gelon Glodney & Augenstein August 2015 - Present
Marcum LLP November 2011 - August 2015
Katz, Katz & Sparks 2000 - 2011
Moss Adams LLP June 2010 - August 2010
Skills
Corporate Tax, CPA, Tax Returns, Income Tax, Tax Accounting, Accounting, Personal Income Tax..., Tax Research, Tax Preparation, Entertainment Business..., High Net Worth..., QuickBooks
Education
California State University-Northridge 2013 — 2015
Masters of Science in Taxation (MST), Taxation
California State University-Northridge 2006 — 2011
BS, Accounting, Finance, Real Estate
University of Denver 2002 — 2004
Viola Performance
Sara Brothman's Marcum LLP Experience July 2012 - August 2012
Job Mortgage Loan Originator NMLS ID 1151082
Industry Banking
Experience
Fortren Funding LLC March 2015 - Present
E*TRADE Financial Corporation October 2014 - February 2015
Auda Alternative Investments May 2014 - September 2014
SoundBoard Angel Fund January 2014 - May 2014
TD December 2013 - May 2014
Fordham University September 2010 - May 2013
Marcum LLP July 2012 - August 2012
Jewish National Fund June 2010 - July 2011
Communications Strategies Inc. June 2009 - July 2009
Skills
Customer Service, Financial Accounting, Teamwork, Problem Solving
Education
Fordham University 2010 — 2013
BS in Public Accounting, Minor in Marketing, Accounting and Marketing, Graduated Senior
Bryant University 2009 — 2010
Interntaional Business, French
Morristown High School
Fortren Funding LLC March 2015 - Present
E*TRADE Financial Corporation October 2014 - February 2015
Auda Alternative Investments May 2014 - September 2014
SoundBoard Angel Fund January 2014 - May 2014
TD December 2013 - May 2014
Fordham University September 2010 - May 2013
Marcum LLP July 2012 - August 2012
Jewish National Fund June 2010 - July 2011
Communications Strategies Inc. June 2009 - July 2009
Skills
Customer Service, Financial Accounting, Teamwork, Problem Solving
Education
Fordham University 2010 — 2013
BS in Public Accounting, Minor in Marketing, Accounting and Marketing, Graduated Senior
Bryant University 2009 — 2010
Interntaional Business, French
Morristown High School
Kathleen Wood, CPA, SPHR, SHRM - SCP Kathleen Wood, CPA, SPHR, SHRM - SCP's Marcum LLP Experience February 2015 - Present
Job Human Resources Manager at Marcum LLP
Industry Human Resources
Experience
Marcum LLP February 2015 - Present
Shoreline Pharmaceuticals, Inc. December 2014 - February 2015
ValleyCrest Companies July 2014 - November 2014
Filmtools, Inc. September 2011 - July 2013
Robert Half Management Resources October 2009 - July 2011
DLC October 2007 - June 2009
Dental Plus Dental Group October 2006 - September 2007
Inter-Con Security Systems, Inc. October 2005 - October 2006
Avibank Mfg. Inc. July 2000 - March 2002
Avibank Mfg., Inc. December 1996 - June 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Recruiting, Talent Management, Employee Relations, Employee Benefits, Employee Training, Employment Law, Employer Branding, Employment Contracts, Human Resources, Succession Planning, Benefits Negotiation, Performance Management, HRIS, Workers Compensation, Workforce Planning, Due Diligence, Leave of Absence..., PeopleSoft, Payroll, SAP, Sarbanes-Oxley Act, Auditing, Applicant Tracking..., Onboarding, Talent Acquisition, Benefits Administration, Interviews, Deferred Compensation, Personnel Management, Internet Recruiting
Education
California State University-Northridge 1984 — 1987
Bachelor's Degree, Business Admin. - Accounting
Marcum LLP February 2015 - Present
Shoreline Pharmaceuticals, Inc. December 2014 - February 2015
ValleyCrest Companies July 2014 - November 2014
Filmtools, Inc. September 2011 - July 2013
Robert Half Management Resources October 2009 - July 2011
DLC October 2007 - June 2009
Dental Plus Dental Group October 2006 - September 2007
Inter-Con Security Systems, Inc. October 2005 - October 2006
Avibank Mfg. Inc. July 2000 - March 2002
Avibank Mfg., Inc. December 1996 - June 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Recruiting, Talent Management, Employee Relations, Employee Benefits, Employee Training, Employment Law, Employer Branding, Employment Contracts, Human Resources, Succession Planning, Benefits Negotiation, Performance Management, HRIS, Workers Compensation, Workforce Planning, Due Diligence, Leave of Absence..., PeopleSoft, Payroll, SAP, Sarbanes-Oxley Act, Auditing, Applicant Tracking..., Onboarding, Talent Acquisition, Benefits Administration, Interviews, Deferred Compensation, Personnel Management, Internet Recruiting
Education
California State University-Northridge 1984 — 1987
Bachelor's Degree, Business Admin. - Accounting
Man Tsui Man Tsui's Marcum LLP Experience October 2010 - October 2011
Job Benchmarking Analyst V at UC Davis Medical Center
Industry Hospital & Health Care
Experience
UC Davis Medical Center May 2015 - Present
UC Davis Medical Center November 2011 - April 2015
Marcum LLP October 2010 - October 2011
Archibald M. Sam & Company February 2008 - October 2010
Skills
Auditing, Internal Controls, Accounting, US GAAP, Financial Accounting, CPA, Internal Audit, Tax, IFRS, Financial Audits, Fixed Assets, Managerial Finance, Accounts Payable, Forensic Accounting, Business Valuation, Data Mining, ACL, SQL scripting, Epic Clarity Report..., VBA scripting, MS Access
Education
California State University-Sacramento 2014 — 2015
Master’s Degree, Accounting
San Francisco State University 2003 — 2007
B.S, Business Administration; Accounting
California State University-Sacramento
California State University-Sacramento
UC Davis Medical Center May 2015 - Present
UC Davis Medical Center November 2011 - April 2015
Marcum LLP October 2010 - October 2011
Archibald M. Sam & Company February 2008 - October 2010
Skills
Auditing, Internal Controls, Accounting, US GAAP, Financial Accounting, CPA, Internal Audit, Tax, IFRS, Financial Audits, Fixed Assets, Managerial Finance, Accounts Payable, Forensic Accounting, Business Valuation, Data Mining, ACL, SQL scripting, Epic Clarity Report..., VBA scripting, MS Access
Education
California State University-Sacramento 2014 — 2015
Master’s Degree, Accounting
San Francisco State University 2003 — 2007
B.S, Business Administration; Accounting
California State University-Sacramento
California State University-Sacramento
Michael W. Purce Michael W. Purce's Marcum LLP Experience September 2011 - Present
Job Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2011 - Present
Marcum LLP September 2009 - August 2011
Marcum LLP October 2008 - September 2009
Marcum, LLP October 2007 - September 2008
Ernst & Young October 2006 - October 2007
Coughlin Foundotos Cullen & Danowski, LLP May 2005 - August 2005
Skills
Partnership Taxation, Private Equity, Tax, Accounting, GAAP, International Tax, Financial Reporting, Tax Research, SEC filings, Corporate Tax, Hedge Funds, Fund Of Funds, Equities, Financial Services, Alternative Investments
Education
Binghamton University - School of Management 2002 — 2006
Bachelors, Accounting
Patchogue Medford High School 2000 — 2002
H.S Diploma, General
Marcum LLP September 2011 - Present
Marcum LLP September 2009 - August 2011
Marcum LLP October 2008 - September 2009
Marcum, LLP October 2007 - September 2008
Ernst & Young October 2006 - October 2007
Coughlin Foundotos Cullen & Danowski, LLP May 2005 - August 2005
Skills
Partnership Taxation, Private Equity, Tax, Accounting, GAAP, International Tax, Financial Reporting, Tax Research, SEC filings, Corporate Tax, Hedge Funds, Fund Of Funds, Equities, Financial Services, Alternative Investments
Education
Binghamton University - School of Management 2002 — 2006
Bachelors, Accounting
Patchogue Medford High School 2000 — 2002
H.S Diploma, General
William Thomsen William Thomsen's Marcum LLP Experience November 2009 - June 2011
Job President at Thomsen LLC
Industry Financial Services
Experience
Thomsen LLC April 2012 - Present
SingerLewak LLP January 2012 - April 2012
William W. Thomsen, ASA, CFA, MBA June 2011 - December 2011
Marcum LLP November 2009 - June 2011
Marcus and Thomsen, Inc. May 2006 - November 2009
Grobstein, Horwath & Company LLP April 2005 - May 2006
Stonefield Josephson January 2002 - April 2005
American Valuation Group, Inc. 1991 - 2001
Price Waterhouse August 1985 - May 1988
Skills
Valuation, Litigation Support, Expert Witness, Business Valuation, Economics, Litigation Consulting, Due Diligence, Mergers, Financial Analysis, Financial Reporting, Tax, Analysis, Commercial Litigation, Financial Modeling, Finance, Financial Services, Litigation, Mergers, Asset Management, Auditing, Investments, Mergers & Acquisitions, Private Equity
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Pomona College 1980 — 1984
BA, Economics
Thomsen LLC April 2012 - Present
SingerLewak LLP January 2012 - April 2012
William W. Thomsen, ASA, CFA, MBA June 2011 - December 2011
Marcum LLP November 2009 - June 2011
Marcus and Thomsen, Inc. May 2006 - November 2009
Grobstein, Horwath & Company LLP April 2005 - May 2006
Stonefield Josephson January 2002 - April 2005
American Valuation Group, Inc. 1991 - 2001
Price Waterhouse August 1985 - May 1988
Skills
Valuation, Litigation Support, Expert Witness, Business Valuation, Economics, Litigation Consulting, Due Diligence, Mergers, Financial Analysis, Financial Reporting, Tax, Analysis, Commercial Litigation, Financial Modeling, Finance, Financial Services, Litigation, Mergers, Asset Management, Auditing, Investments, Mergers & Acquisitions, Private Equity
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Pomona College 1980 — 1984
BA, Economics
Linet Obura, MBA's Marcum LLP Experience November 2014 - May 2015
Job Treasurer at Women's Inspirational Network (WIN)
Industry Accounting
Experience
Benchmark Search Group August 2015 - Present
Precision Computer Services July 2015 - Present
Women's Inspirational Network (WIN) August 2014 - Present
Marcum LLP November 2014 - May 2015
LogistiCare January 2013 - February 2014
Yale New Haven Health System April 2008 - December 2011
Yale New Haven Health System May 2004 - April 2008
Skills
QuickBooks, Leadership, Management, Process Improvement, Strategic Planning, Analysis, Healthcare, Leadership Development, Organizational..., Policy, Program Management, Public Speaking, Coaching, Community Outreach, HIPAA, Human Resources, Microsoft Excel, Budgets, Customer Service, Financial Accounting, Accounting, Financial Reporting
Education
Branford Hall Career Institute-Branford Campus 2014 — 2015
Computers, Computer Networking Management, GPA of 3.96
SCSU 2007 — 2008
Master of Business Administration (MBA), Accounting and Business/Management
Post University 1996 — 1998
Bachelor of Science (B.S.), Accounting
Benchmark Search Group August 2015 - Present
Precision Computer Services July 2015 - Present
Women's Inspirational Network (WIN) August 2014 - Present
Marcum LLP November 2014 - May 2015
LogistiCare January 2013 - February 2014
Yale New Haven Health System April 2008 - December 2011
Yale New Haven Health System May 2004 - April 2008
Skills
QuickBooks, Leadership, Management, Process Improvement, Strategic Planning, Analysis, Healthcare, Leadership Development, Organizational..., Policy, Program Management, Public Speaking, Coaching, Community Outreach, HIPAA, Human Resources, Microsoft Excel, Budgets, Customer Service, Financial Accounting, Accounting, Financial Reporting
Education
Branford Hall Career Institute-Branford Campus 2014 — 2015
Computers, Computer Networking Management, GPA of 3.96
SCSU 2007 — 2008
Master of Business Administration (MBA), Accounting and Business/Management
Post University 1996 — 1998
Bachelor of Science (B.S.), Accounting
Cory Laughery Cory Laughery's Marcum LLP Experience June 2014 - November 2014
Job Audit Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Marcum LLP June 2014 - November 2014
Marcum LLP November 2012 - June 2014
Channels & Barth LLP June 2011 - November 2012
Internal Audit Recruiters, LLC July 2009 - June 2011
Skills
Tax Preparation, QuickBooks, Access, Microsoft Excel, Bookkeeping, US GAAP, Peachtree, Microsoft Word, Outlook, Accounts Payable, Lacerte, Drake Tax Software, K-1, ProSystemsfx Engagement, Financial Audits, Compilations and Reviews, CaseWare, IDEA
Education
California State Polytechnic University-Pomona 2009 — 2012
BS in Business Administration, Accounting
ITT Technical Institute 1996 — 1998
Associate of Science (AS), Electrical and Electronics Engineering
McGladrey December 2014 - Present
Marcum LLP June 2014 - November 2014
Marcum LLP November 2012 - June 2014
Channels & Barth LLP June 2011 - November 2012
Internal Audit Recruiters, LLC July 2009 - June 2011
Skills
Tax Preparation, QuickBooks, Access, Microsoft Excel, Bookkeeping, US GAAP, Peachtree, Microsoft Word, Outlook, Accounts Payable, Lacerte, Drake Tax Software, K-1, ProSystemsfx Engagement, Financial Audits, Compilations and Reviews, CaseWare, IDEA
Education
California State Polytechnic University-Pomona 2009 — 2012
BS in Business Administration, Accounting
ITT Technical Institute 1996 — 1998
Associate of Science (AS), Electrical and Electronics Engineering
Karen F. Connair Karen F. Connair's Marcum LLP Experience August 2015 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2015 - Present
Allen, Haight & Monaghan LLP December 2013 - July 2015
Ernst & Young February 1997 - December 2013
Arthur Andersen December 1995 - February 1997
Sares-Regis Group 1989 - 1995
Deloitte 1983 - 1988
KPMG US 1983 - 1983
Skills
Tax, Corporate Tax, Tax Accounting, Big 4, Tax Advisory, CPA, US GAAP, Individual Taxation, International Tax, Tax Research, Income Tax, Accounting, Financial Analysis, Due Diligence, Financial Accounting, Tax Preparation
Education
Golden Gate University
Master of Science (MS), Taxation
California State University-Fullerton 1978 — 1983
B.A Emphasis in Accounting
Marcum LLP August 2015 - Present
Allen, Haight & Monaghan LLP December 2013 - July 2015
Ernst & Young February 1997 - December 2013
Arthur Andersen December 1995 - February 1997
Sares-Regis Group 1989 - 1995
Deloitte 1983 - 1988
KPMG US 1983 - 1983
Skills
Tax, Corporate Tax, Tax Accounting, Big 4, Tax Advisory, CPA, US GAAP, Individual Taxation, International Tax, Tax Research, Income Tax, Accounting, Financial Analysis, Due Diligence, Financial Accounting, Tax Preparation
Education
Golden Gate University
Master of Science (MS), Taxation
California State University-Fullerton 1978 — 1983
B.A Emphasis in Accounting
Matt Nehoda Matt Nehoda's Marcum LLP Experience January 2012 - Present
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2012 - Present
Bee, Bergvall and Company January 2011 - April 2011
ParenteBeard LLC June 2010 - August 2010
Pritchard, Bieler, Gruver & Willison, P.C., CPAs January 2010 - April 2010
Skills
Accounting, Tax, Tax Preparation, Financial Statements, Corporate Tax, Auditing, GAAP, Financial Reporting, Microsoft Word, Microsoft Office, QuickBooks
Education
Delaware Valley College 2007 — 2011
Business Administration, Accounting
Marcum LLP January 2012 - Present
Bee, Bergvall and Company January 2011 - April 2011
ParenteBeard LLC June 2010 - August 2010
Pritchard, Bieler, Gruver & Willison, P.C., CPAs January 2010 - April 2010
Skills
Accounting, Tax, Tax Preparation, Financial Statements, Corporate Tax, Auditing, GAAP, Financial Reporting, Microsoft Word, Microsoft Office, QuickBooks
Education
Delaware Valley College 2007 — 2011
Business Administration, Accounting
Ayoub Sunna Ayoub Sunna's Marcum LLP Experience January 2010 - Present
Job Partner Assurance at Marcum LLP (CPA)
Industry Accounting
Experience
Marcum LLP January 2010 - Present
KPMG July 2004 - December 2009
Skills
Software, SEC filings, Telecommunications, US GAAP, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, GAAP, CPA, Auditing, Assurance, Financial Reporting, Accounting, External Audit, Financial Accounting, Financial Analysis, Sarbanes-Oxley, Financial Statements, SOX 404, Consolidation, Big 4, Forensic Accounting, SEC Filings
Education
Brigham Young University 1999 — 2004
Master, Professional Accountancy
Brigham Young University 1999 — 2004
BS, Accounting
Marcum LLP January 2010 - Present
KPMG July 2004 - December 2009
Skills
Software, SEC filings, Telecommunications, US GAAP, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, GAAP, CPA, Auditing, Assurance, Financial Reporting, Accounting, External Audit, Financial Accounting, Financial Analysis, Sarbanes-Oxley, Financial Statements, SOX 404, Consolidation, Big 4, Forensic Accounting, SEC Filings
Education
Brigham Young University 1999 — 2004
Master, Professional Accountancy
Brigham Young University 1999 — 2004
BS, Accounting
Julie Meyer's Marcum LLP Experience January 2010 - September 2012
Job Marketing WeiserMazars LLP
Industry Marketing and Advertising
Experience
WeiserMazars LLP September 2012 - Present
Marcum LLP January 2010 - September 2012
Tactix Real Estate Advisors 2008 - 2009
Drinker Biddle & Reath LLP 2006 - 2008
Dilworth Paxson LLP 1999 - 2006
Skills
Marketing, Marketing Strategy, Strategic Planning, Business Development, Marketing Communications, New Business Development, Social Media, Social Media Marketing, Event Planning, Public Relations, Advertising, Email Marketing, Mergers, Public Speaking, Negotiation, Budgets, Market Research, Account Management, Management, CRM, Entrepreneurship, Mergers & Acquisitions
Education
Brown University
AB, Music
WeiserMazars LLP September 2012 - Present
Marcum LLP January 2010 - September 2012
Tactix Real Estate Advisors 2008 - 2009
Drinker Biddle & Reath LLP 2006 - 2008
Dilworth Paxson LLP 1999 - 2006
Skills
Marketing, Marketing Strategy, Strategic Planning, Business Development, Marketing Communications, New Business Development, Social Media, Social Media Marketing, Event Planning, Public Relations, Advertising, Email Marketing, Mergers, Public Speaking, Negotiation, Budgets, Market Research, Account Management, Management, CRM, Entrepreneurship, Mergers & Acquisitions
Education
Brown University
AB, Music
John Vitale John Vitale's Marcum LLP Experience January 2009 - April 2011
Job at Reed Elsevier
Industry Information Services
Experience
Reed Elsevier April 2011 - Present
Marcum LLP January 2009 - April 2011
CooperVision June 2007 - July 2008
Bausch & Lomb July 2002 - June 2007
Deloitte & Touche June 1997 - June 2002
Dun & Bradstreet June 1995 - June 1997
Bank of New York Mellon January 1990 - May 1995
Skills
Sarbanes-Oxley Act, IFRS, Budgets, Enterprise Risk..., Auditing, Financial Reporting, Sarbanes-Oxley, Management, Financial Audits, Financial Analysis, Accounting, Managerial Finance, Internal Audit, Finance, Forecasting, Financial Accounting
Education
Pace University 1991 — 1994
Masters, Finance
City University of New York-Brooklyn College 1988 — 1991
BS, Accounting
Reed Elsevier April 2011 - Present
Marcum LLP January 2009 - April 2011
CooperVision June 2007 - July 2008
Bausch & Lomb July 2002 - June 2007
Deloitte & Touche June 1997 - June 2002
Dun & Bradstreet June 1995 - June 1997
Bank of New York Mellon January 1990 - May 1995
Skills
Sarbanes-Oxley Act, IFRS, Budgets, Enterprise Risk..., Auditing, Financial Reporting, Sarbanes-Oxley, Management, Financial Audits, Financial Analysis, Accounting, Managerial Finance, Internal Audit, Finance, Forecasting, Financial Accounting
Education
Pace University 1991 — 1994
Masters, Finance
City University of New York-Brooklyn College 1988 — 1991
BS, Accounting
David Fontaine CPA, PFS David Fontaine CPA, PFS's Marcum LLP Experience January 2014 - Present
Job Partner Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Kirkbrae Country Club November 2013 - Present
The Pawtucket Foundation March 2011 - Present
Woonsocket Rotary February 2011 - Present
Braver Wealth Management June 2009 - Present
Burrillville Redevelopment Authority March 2005 - Present
Blackstone Valley Sports - Lynch Arena August 2009 - April 2015
Braver PC 1983 - December 2013
Woonsocket Charities Foundation July 2009 - February 2011
Museum of Work & Culture Presevation Foundation September 2008 - September 2010
Skills
Non-profits, Small Business, Investments
Education
Bryant University 1986 — 1992
MBA, Finance
Bryant University 1980 — 1983
BSBA, Accounting
Cumberland 1976 — 1979
High School, College Prep
Marcum LLP January 2014 - Present
Kirkbrae Country Club November 2013 - Present
The Pawtucket Foundation March 2011 - Present
Woonsocket Rotary February 2011 - Present
Braver Wealth Management June 2009 - Present
Burrillville Redevelopment Authority March 2005 - Present
Blackstone Valley Sports - Lynch Arena August 2009 - April 2015
Braver PC 1983 - December 2013
Woonsocket Charities Foundation July 2009 - February 2011
Museum of Work & Culture Presevation Foundation September 2008 - September 2010
Skills
Non-profits, Small Business, Investments
Education
Bryant University 1986 — 1992
MBA, Finance
Bryant University 1980 — 1983
BSBA, Accounting
Cumberland 1976 — 1979
High School, College Prep
Amy Konowitz Amy Konowitz's Marcum LLP Experience February 2012 - December 2013
Job Tax Manager at BlumShapiro
Industry Accounting
Experience
BlumShapiro January 2014 - Present
Marcum LLP February 2012 - December 2013
Konowitz, Kahn & Company P.C. January 1998 - February 2012
Skills
Indiviudal taxation, Partnership taxation, Corporate taxation,..., Non-profit taxation, Partnership Taxation, Accounting, Tax, CPA, GAAP, Financial Reporting, Tax Preparation, Corporate Tax, Tax Returns, QuickBooks, Income Tax
Education
University of Bridgeport 1987 — 1990
MBA, Accounting
Bryn Mawr College 1983 — 1987
BA, Psychology
BlumShapiro January 2014 - Present
Marcum LLP February 2012 - December 2013
Konowitz, Kahn & Company P.C. January 1998 - February 2012
Skills
Indiviudal taxation, Partnership taxation, Corporate taxation,..., Non-profit taxation, Partnership Taxation, Accounting, Tax, CPA, GAAP, Financial Reporting, Tax Preparation, Corporate Tax, Tax Returns, QuickBooks, Income Tax
Education
University of Bridgeport 1987 — 1990
MBA, Accounting
Bryn Mawr College 1983 — 1987
BA, Psychology
Samer Sino C.P.A. Samer Sino C.P.A.'s Marcum LLP Experience October 2013 - Present
Job Tax Consultant at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 2013 - Present
Deloitte February 2012 - June 2013
VITA Program February 2011 - April 2011
TechNeat April 2007 - July 2009
Certified Graphics & Certified of New York 2003 - 2007
Skills
Tax, Tax Preparation, Tax Returns, QuickBooks, Auditing, Bookkeeping, Income Tax, Microsoft Word, Tax Accounting, Microsoft Office, Microsoft Excel
Education
City University of New York-Brooklyn College 2009 — 2011
BS, Accounting, Finance and Investments
Marcum LLP October 2013 - Present
Deloitte February 2012 - June 2013
VITA Program February 2011 - April 2011
TechNeat April 2007 - July 2009
Certified Graphics & Certified of New York 2003 - 2007
Skills
Tax, Tax Preparation, Tax Returns, QuickBooks, Auditing, Bookkeeping, Income Tax, Microsoft Word, Tax Accounting, Microsoft Office, Microsoft Excel
Education
City University of New York-Brooklyn College 2009 — 2011
BS, Accounting, Finance and Investments
M. Michael Ostafy M. Michael Ostafy's Marcum LLP Experience March 2010 - Present
Job Senior Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP March 2010 - Present
Smart Business Advisory and Consulting, LLC June 2002 - January 2010
PriceWaterhouseCoopers October 1999 - June 2002
Rotz, Certified Public July 1994 - October 1999
Restorative Care of America, Inc November 1992 - July 1994
Automatic Data Processing, Inc June 1987 - January 1990
Skills
Tax Accounting, Tax Research, QuickBooks, Tax, Trusts, Accounting, CPA, Income Tax, Corporate Tax, State Tax, Auditing
Education
Villanova University 2000 — 2004
Masters, Taxation
Temple University 1983 — 1986
BBA, Accounting
Bloomsburg University of Pennsylvania 1981 — 1983
Accounting
Marcum LLP March 2010 - Present
Smart Business Advisory and Consulting, LLC June 2002 - January 2010
PriceWaterhouseCoopers October 1999 - June 2002
Rotz, Certified Public July 1994 - October 1999
Restorative Care of America, Inc November 1992 - July 1994
Automatic Data Processing, Inc June 1987 - January 1990
Skills
Tax Accounting, Tax Research, QuickBooks, Tax, Trusts, Accounting, CPA, Income Tax, Corporate Tax, State Tax, Auditing
Education
Villanova University 2000 — 2004
Masters, Taxation
Temple University 1983 — 1986
BBA, Accounting
Bloomsburg University of Pennsylvania 1981 — 1983
Accounting
Sandy Wang Sandy Wang's Marcum LLP Experience September 2010 - December 2011
Job Senior Associate PricewaterhouseCoopers
Industry Accounting
Experience
PwC December 2011 - Present
Marcum LLP September 2010 - December 2011
HMWC October 2006 - September 2010
Skills
GAAP, US GAAP
Education
Cal State Fullerton
PwC December 2011 - Present
Marcum LLP September 2010 - December 2011
HMWC October 2006 - September 2010
Skills
GAAP, US GAAP
Education
Cal State Fullerton
Manveer Sehmi Manveer Sehmi's Marcum LLP Experience January 2010 - December 2011
Job Senior Manager, Accounting and Financial Reporting at YapStone
Industry Accounting
Experience
YapStone July 2015 - Present
YapStone April 2014 - June 2015
Ernst & Young December 2011 - April 2014
Marcum LLP January 2010 - December 2011
Kieckhafer, Schiffer & Company January 2008 - April 2009
Skills
Audit, GAAP, Internal Controls, Assurance, SEC Financial Reporting, SOX 404, Analytics, Financial Audits, Financial Accounting, SOP 98-9, Revenue Recognition, PCAOB standards, Internal Audit, Internal Process..., Auditing, US GAAP, Accounting, Sarbanes-Oxley, CPA, SEC filings, Financial Reporting, Financial Statements, IFRS, Finance, Sarbanes-Oxley Act, Tax, External Audit, Tax Preparation, Income Tax
Education
University of California, Irvine 2008 — 2009
Post - Graduate Degree, Project Managemnt
California State University-Fullerton - College of Business and Economics 2003 — 2007
Business Administration, Accounting
YapStone July 2015 - Present
YapStone April 2014 - June 2015
Ernst & Young December 2011 - April 2014
Marcum LLP January 2010 - December 2011
Kieckhafer, Schiffer & Company January 2008 - April 2009
Skills
Audit, GAAP, Internal Controls, Assurance, SEC Financial Reporting, SOX 404, Analytics, Financial Audits, Financial Accounting, SOP 98-9, Revenue Recognition, PCAOB standards, Internal Audit, Internal Process..., Auditing, US GAAP, Accounting, Sarbanes-Oxley, CPA, SEC filings, Financial Reporting, Financial Statements, IFRS, Finance, Sarbanes-Oxley Act, Tax, External Audit, Tax Preparation, Income Tax
Education
University of California, Irvine 2008 — 2009
Post - Graduate Degree, Project Managemnt
California State University-Fullerton - College of Business and Economics 2003 — 2007
Business Administration, Accounting
Tom Coyne's Marcum LLP Experience March 2008 - Present
Job Senior Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP March 2008 - Present
Merrill Lynch 2007 - 2007
Credit Suisse 1999 - 2007
Deloitte 1995 - 1999
Skills
Tax, Corporate Tax, International Tax, Tax Research, Income Tax, CPA, Partnership Taxation, GAAP, SEC filings, Tax Advisory, US GAAP, Tax Accounting, Tax Preparation, US Tax, Tax Returns
Education
MBA Hofstra University
Master of Business Administration (MBA), Taxation
SUNY Binghamton
Bachelor of Science (B.S.), Accounting
Marcum LLP March 2008 - Present
Merrill Lynch 2007 - 2007
Credit Suisse 1999 - 2007
Deloitte 1995 - 1999
Skills
Tax, Corporate Tax, International Tax, Tax Research, Income Tax, CPA, Partnership Taxation, GAAP, SEC filings, Tax Advisory, US GAAP, Tax Accounting, Tax Preparation, US Tax, Tax Returns
Education
MBA Hofstra University
Master of Business Administration (MBA), Taxation
SUNY Binghamton
Bachelor of Science (B.S.), Accounting
John McGary John McGary's Marcum LLP Experience 2005 - Present
Job Tax Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP 2005 - Present
Mantas, Ohliger, McGary & Quinn PC July 1985 - May 2005
Laventhol & Horwath 1977 - 1983
Skills
Real Estate, Mergers & Acquisitions
Education
Bradley University 1967 — 1971
B.S., Accounting
Marcum LLP 2005 - Present
Mantas, Ohliger, McGary & Quinn PC July 1985 - May 2005
Laventhol & Horwath 1977 - 1983
Skills
Real Estate, Mergers & Acquisitions
Education
Bradley University 1967 — 1971
B.S., Accounting
Marissa Pepe Turrell Marissa Pepe Turrell's Marcum LLP Experience January 2015 - Present
Job Director at Marcum LLP
Industry Financial Services
Experience
Marcum LLP January 2015 - Present
Delphi Valuation Advisors, Inc. September 2013 - January 2015
Marcum LLP April 2010 - August 2013
UHY Advisors January 2005 - April 2010
Harvard University 2002 - 2003
Excelligence Learning Corp 2001 - 2002
GeoPartners Ventures 2000 - 2001
Skills
Business Valuation, Accounting, Financial Analysis, Auditing, Mergers, Litigation Support, Due Diligence, Mergers & Acquisitions, CPA, Tax, Equities, Forensic Accounting, Valuation
Education
Boston University Questrom School of Business 2003 — 2005
MS-MBA, Finance, Accounting
Cornell University 1995 — 1999
AB, Psychology
Marcum LLP January 2015 - Present
Delphi Valuation Advisors, Inc. September 2013 - January 2015
Marcum LLP April 2010 - August 2013
UHY Advisors January 2005 - April 2010
Harvard University 2002 - 2003
Excelligence Learning Corp 2001 - 2002
GeoPartners Ventures 2000 - 2001
Skills
Business Valuation, Accounting, Financial Analysis, Auditing, Mergers, Litigation Support, Due Diligence, Mergers & Acquisitions, CPA, Tax, Equities, Forensic Accounting, Valuation
Education
Boston University Questrom School of Business 2003 — 2005
MS-MBA, Finance, Accounting
Cornell University 1995 — 1999
AB, Psychology
Joshua Power Joshua Power's Marcum LLP Experience December 2009 - October 2012
Job Tax Professional
Industry Accounting
Experience
Drucker & Scaccetti, P.C. January 2014 - June 2014
UK US Tax Services LLP November 2012 - December 2013
Marcum LLP December 2009 - October 2012
Carper & Holmes LLP July 2003 - November 2009
Skills
Tax, Tax Preparation, Accounting, CPA, Corporate Tax
Education
Villanova University 2005 — 2008
Master's of Taxation
Bob Jones University 1999 — 2003
Bachelor of Science (B.S.), Financial Management
Drucker & Scaccetti, P.C. January 2014 - June 2014
UK US Tax Services LLP November 2012 - December 2013
Marcum LLP December 2009 - October 2012
Carper & Holmes LLP July 2003 - November 2009
Skills
Tax, Tax Preparation, Accounting, CPA, Corporate Tax
Education
Villanova University 2005 — 2008
Master's of Taxation
Bob Jones University 1999 — 2003
Bachelor of Science (B.S.), Financial Management
Peter Sverdlov, CPA's Marcum LLP Experience September 2013 - October 2014
Job Audit Manager at WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP October 2014 - Present
Marcum LLP September 2013 - October 2014
Garfield Seltzer Curcio & Wieselthier ,CPA'S, P.C. January 2008 - September 2013
Skills
Auditing, Financial Reporting, Tax Preparation, External Audit, Tax Research, Accounting, CPA, GAAP, Tax, Internal Controls, Financial Analysis, Assurance, Financial Statements, Income Tax, US GAAP
Education
Brooklyn College 2004 — 2008
B.S., Accounting
WeiserMazars LLP October 2014 - Present
Marcum LLP September 2013 - October 2014
Garfield Seltzer Curcio & Wieselthier ,CPA'S, P.C. January 2008 - September 2013
Skills
Auditing, Financial Reporting, Tax Preparation, External Audit, Tax Research, Accounting, CPA, GAAP, Tax, Internal Controls, Financial Analysis, Assurance, Financial Statements, Income Tax, US GAAP
Education
Brooklyn College 2004 — 2008
B.S., Accounting
Felizia Mulchan, CPA Felizia Mulchan, CPA's Marcum LLP Experience January 2011 - April 2011
Job Tax Senior at EY
Industry Accounting
Experience
EY October 2012 - Present
The Swedish-American Chamber of Commerce of Fort Lauderdale & Palm Beach November 2014 - Present
Florida Atlantic University August 2011 - May 2012
Marcum LLP January 2011 - April 2011
Rustic Inn July 2007 - October 2010
H&R Block November 2005 - April 2008
Skills
Tax Returns, Microsoft Excel, CPA, Account Reconciliation, Accounting, Analysis, Corporate Tax, Customer Service, Financial Accounting, Financial Analysis, Financial Statements, Income Tax, Management Accounting, Microsoft Word, Tax
Education
Florida Atlantic University 2011 — 2012
Master of Accounting, Taxation
Florida Atlantic University 2009 — 2011
BA, Accounting, Magna Cum Laude
Broward Community College 2007 — 2009
Associate of Art, Accounting, Highest Honors
EY October 2012 - Present
The Swedish-American Chamber of Commerce of Fort Lauderdale & Palm Beach November 2014 - Present
Florida Atlantic University August 2011 - May 2012
Marcum LLP January 2011 - April 2011
Rustic Inn July 2007 - October 2010
H&R Block November 2005 - April 2008
Skills
Tax Returns, Microsoft Excel, CPA, Account Reconciliation, Accounting, Analysis, Corporate Tax, Customer Service, Financial Accounting, Financial Analysis, Financial Statements, Income Tax, Management Accounting, Microsoft Word, Tax
Education
Florida Atlantic University 2011 — 2012
Master of Accounting, Taxation
Florida Atlantic University 2009 — 2011
BA, Accounting, Magna Cum Laude
Broward Community College 2007 — 2009
Associate of Art, Accounting, Highest Honors
Jenna Starr's Marcum LLP Experience January 2013 - July 2014
Job Senior Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
Marcum LLP January 2013 - July 2014
Lesley, Thomas, Schwarz & Postma, Inc August 2011 - December 2012
International City Mortgage April 2010 - August 2011
Elizabeth Bilinski, CPA December 2007 - March 2008
Skills
Accounting, Auditing, US GAAP, Financial Statements, Financial Analysis, Audit, ERISA Audit, Private Equity..., Hedge Funds (Industry), Venture Capital..., Microsoft Excel
Education
California State University-Fullerton 2007 — 2009
Bachelors, Business Administration with a Concentration in Accounting, 3.5 GPA
BDO USA, LLP August 2014 - Present
Marcum LLP January 2013 - July 2014
Lesley, Thomas, Schwarz & Postma, Inc August 2011 - December 2012
International City Mortgage April 2010 - August 2011
Elizabeth Bilinski, CPA December 2007 - March 2008
Skills
Accounting, Auditing, US GAAP, Financial Statements, Financial Analysis, Audit, ERISA Audit, Private Equity..., Hedge Funds (Industry), Venture Capital..., Microsoft Excel
Education
California State University-Fullerton 2007 — 2009
Bachelors, Business Administration with a Concentration in Accounting, 3.5 GPA
Nicholas Park, CPA's Marcum LLP Experience December 2010 - January 2013
Job Senior Accountant at Ernst & Young
Industry Accounting
Experience
Ernst & Young January 2013 - Present
Marcum LLP December 2010 - January 2013
Murphy Edwards Goncalves & Ferrera, PC May 2009 - December 2010
United States Air Force February 2003 - February 2009
Skills
CPA, Microsoft Excel, Microsoft Word, ProFx Engagement, Accounting, Auditing, IFRS, Financial Audits, QuickBooks, Financial Reporting, Financial Analysis, Account Reconciliation, Accounts Payable, Payroll, General Ledger, Financial Accounting, Accounts Receivable, Non-profits, GAAP, Internal Controls, Financial Statements, Real Estate, Manufacturing, Project Management, Sarbanes-Oxley
Education
Boston College - Carroll School of Management 2011 — 2016
Master's degree, MBA
Framingham State College 2005 — 2008
B.S., Business Administration
Ernst & Young January 2013 - Present
Marcum LLP December 2010 - January 2013
Murphy Edwards Goncalves & Ferrera, PC May 2009 - December 2010
United States Air Force February 2003 - February 2009
Skills
CPA, Microsoft Excel, Microsoft Word, ProFx Engagement, Accounting, Auditing, IFRS, Financial Audits, QuickBooks, Financial Reporting, Financial Analysis, Account Reconciliation, Accounts Payable, Payroll, General Ledger, Financial Accounting, Accounts Receivable, Non-profits, GAAP, Internal Controls, Financial Statements, Real Estate, Manufacturing, Project Management, Sarbanes-Oxley
Education
Boston College - Carroll School of Management 2011 — 2016
Master's degree, MBA
Framingham State College 2005 — 2008
B.S., Business Administration
Steven A. Kriete, CPA Steven A. Kriete, CPA's Marcum LLP Experience 2002 - 2008
Job Partner, Managing Director and Authorized Distributor
Industry Accounting
Experience
Gideon Capial Group LLC 2012 - Present
OpenPro BOSS 2012 - Present
Steven A. Kriete, CPA 2012 - Present
Hertz Herson & Company, LLP 2009 - 2012
Marcum LLP 2002 - 2008
Mahoney Cohen 1989 - 1997
Skills
Audit, SOX, Mergers, Manufacturing, Healthcare, SEC reporting, 10Q, Forensic Accounting, GAAP, FASB, Tax Returns, Tax Services, Accounting, Tax, Auditing, Internal Controls, Assurance, Financial Reporting, Litigation Support, Fraud, Private Equity, Technical Accounting, Middle Market, Public Companies, Private Companies, Due Diligence, Management Consulting, Pensions, Accountants, Corporate Tax, Cash Flow, US GAAP, Revenue Recognition, Financial Accounting, M&A due diligence, Consolidation, External Audit, Financial Modeling, Variance Analysis, Capital, SEC filings, Income Tax, Financial Statements, Tax Accounting, Tax Preparation, Business Valuation, CPA
Education
Binghamton University - School of Management 1982 — 1984
B.S., Accounting
Nassau Community College 1980 — 1982
A.S., Accounting
Gideon Capial Group LLC 2012 - Present
OpenPro BOSS 2012 - Present
Steven A. Kriete, CPA 2012 - Present
Hertz Herson & Company, LLP 2009 - 2012
Marcum LLP 2002 - 2008
Mahoney Cohen 1989 - 1997
Skills
Audit, SOX, Mergers, Manufacturing, Healthcare, SEC reporting, 10Q, Forensic Accounting, GAAP, FASB, Tax Returns, Tax Services, Accounting, Tax, Auditing, Internal Controls, Assurance, Financial Reporting, Litigation Support, Fraud, Private Equity, Technical Accounting, Middle Market, Public Companies, Private Companies, Due Diligence, Management Consulting, Pensions, Accountants, Corporate Tax, Cash Flow, US GAAP, Revenue Recognition, Financial Accounting, M&A due diligence, Consolidation, External Audit, Financial Modeling, Variance Analysis, Capital, SEC filings, Income Tax, Financial Statements, Tax Accounting, Tax Preparation, Business Valuation, CPA
Education
Binghamton University - School of Management 1982 — 1984
B.S., Accounting
Nassau Community College 1980 — 1982
A.S., Accounting
lucia Lopez Zanelli lucia Lopez Zanelli's Marcum LLP Experience 2015 - 2015
Job Accounting Professional
Industry Accounting
Experience
Marcum LLP 2015 - 2015
EY Peru April 2013 - April 2014
Cosapi June 2012 - March 2013
Grant Thornton Peru March 2012 - June 2012
Skills
Lotus Notes, SAP, PeopleSoft, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Accounting, Strategic Planning, Accounts Receivable, Auditing, Payroll, Microsoft Office, Internal Controls
Education
Northeastern University 2014 — 2014
Master of Science (MS), Accounting
University of Massachusetts Boston 2009 — 2011
Bachelor's Degree, Accounting, 3.519
Bunker Hill Community College 2007 — 2009
Associate's Degree, Business Administration and Management, General, 3.484
Marcum LLP 2015 - 2015
EY Peru April 2013 - April 2014
Cosapi June 2012 - March 2013
Grant Thornton Peru March 2012 - June 2012
Skills
Lotus Notes, SAP, PeopleSoft, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Accounting, Strategic Planning, Accounts Receivable, Auditing, Payroll, Microsoft Office, Internal Controls
Education
Northeastern University 2014 — 2014
Master of Science (MS), Accounting
University of Massachusetts Boston 2009 — 2011
Bachelor's Degree, Accounting, 3.519
Bunker Hill Community College 2007 — 2009
Associate's Degree, Business Administration and Management, General, 3.484
Scott Bromberg Scott Bromberg's Marcum LLP Experience August 2008 - December 2010
Job Accountant at King Street Capital Management
Industry Accounting
Experience
King Street Capital Management September 2014 - Present
Ernst & Young December 2010 - September 2014
Marcum LLP August 2008 - December 2010
Skills
Auditing, GAAP, SEC filings, Financial Reporting, Financial Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, Accounting, Tax, Financial Analysis, Financial Audits, Corporate Tax, Financial Statements, Private Equity
Education
Binghamton University - School of Management 2004 — 2008
Accounting
Cherry Hill East
King Street Capital Management September 2014 - Present
Ernst & Young December 2010 - September 2014
Marcum LLP August 2008 - December 2010
Skills
Auditing, GAAP, SEC filings, Financial Reporting, Financial Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, Accounting, Tax, Financial Analysis, Financial Audits, Corporate Tax, Financial Statements, Private Equity
Education
Binghamton University - School of Management 2004 — 2008
Accounting
Cherry Hill East
Atara Z. Goldgrab, CPA Atara Z. Goldgrab, CPA's Marcum LLP Experience June 2008 - May 2014
Job Tax Manager at Raich Ende Malter & Co., LLP
Industry Accounting
Experience
Raich Ende Malter & Co., LLP June 2014 - Present
Marcum LLP June 2008 - May 2014
The Garnet Group May 2006 - May 2008
Henry Kaufman & Company March 2002 - May 2006
Grant Thornton 1983 - 1989
Skills
Partnership Taxation, Tax Research, Tax, Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Equities, Mutual Funds, Financial Services, Accounting, Tax Accounting, Tax Preparation, Financial Reporting, CPA, High Net Worth...
Education
City University of New York-Brooklyn College 1980 — 1984
BS Accounting
Raich Ende Malter & Co., LLP June 2014 - Present
Marcum LLP June 2008 - May 2014
The Garnet Group May 2006 - May 2008
Henry Kaufman & Company March 2002 - May 2006
Grant Thornton 1983 - 1989
Skills
Partnership Taxation, Tax Research, Tax, Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Equities, Mutual Funds, Financial Services, Accounting, Tax Accounting, Tax Preparation, Financial Reporting, CPA, High Net Worth...
Education
City University of New York-Brooklyn College 1980 — 1984
BS Accounting
Emerson Wen, MBA Emerson Wen, MBA's Marcum LLP Experience March 2012 - June 2012
Job Marketing and Business Development • Brand Strategist • Print and Digital Marketing Strategy Development
Industry Consumer Goods
Experience
Wen's Food Inc. January 2008 - Present
Wildlife Conservation Film Festivals July 2011 - Present
Entrepreneurship and Innovation Institute, Johnson Graduate School of Management, Cornell University November 2011 - May 2013
Marcum LLP March 2012 - June 2012
Wen's Food Inc. January 2002 - December 2007
New York Harm Reduction Educators March 2006 - October 2006
International Rescue Committee April 2004 - October 2004
HEB March 2001 - December 2001
Skills
Marketing Strategy, Brand Development, Competitive Analysis, Marketing, Business Strategy, Sales, Cross-functional Team..., Entrepreneurship, Management, Strategic Partnerships, Start-ups, Data Analysis, Market Research, Financial Modeling, Strategic Planning, Financial Analysis, Product Management, Sponsorship, Product Marketing, Leadership, Research, Event Planning, Time Management, Budgets, Program Management, Project Management, Web Development, Creativity, New Business Development, Marketing Management, Marketing Communications, Market Analysis, Account Management, Product Development, Brand Management, Global Business..., Strategic Public..., Microsoft Office, Global Strategy, Global Operations, Digital Strategy, Digital Marketing, Online Marketing, Strategic Financial..., Strategic Sourcing, Operations Management, Forecasting, Process Improvement, Lean Operations, Lean Thinking
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Business
Queen's University 2011 — 2013
MBA, Business
中欧国际工商学院 2012 — 2012
Certificate, Chinese Economy and Business
University of Maryland Baltimore County 1995 — 2000
BFA, Computer Imaging and Digital Arts
Wen's Food Inc. January 2008 - Present
Wildlife Conservation Film Festivals July 2011 - Present
Entrepreneurship and Innovation Institute, Johnson Graduate School of Management, Cornell University November 2011 - May 2013
Marcum LLP March 2012 - June 2012
Wen's Food Inc. January 2002 - December 2007
New York Harm Reduction Educators March 2006 - October 2006
International Rescue Committee April 2004 - October 2004
HEB March 2001 - December 2001
Skills
Marketing Strategy, Brand Development, Competitive Analysis, Marketing, Business Strategy, Sales, Cross-functional Team..., Entrepreneurship, Management, Strategic Partnerships, Start-ups, Data Analysis, Market Research, Financial Modeling, Strategic Planning, Financial Analysis, Product Management, Sponsorship, Product Marketing, Leadership, Research, Event Planning, Time Management, Budgets, Program Management, Project Management, Web Development, Creativity, New Business Development, Marketing Management, Marketing Communications, Market Analysis, Account Management, Product Development, Brand Management, Global Business..., Strategic Public..., Microsoft Office, Global Strategy, Global Operations, Digital Strategy, Digital Marketing, Online Marketing, Strategic Financial..., Strategic Sourcing, Operations Management, Forecasting, Process Improvement, Lean Operations, Lean Thinking
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Business
Queen's University 2011 — 2013
MBA, Business
中欧国际工商学院 2012 — 2012
Certificate, Chinese Economy and Business
University of Maryland Baltimore County 1995 — 2000
BFA, Computer Imaging and Digital Arts
Steve Rapattoni Steve Rapattoni's Marcum LLP Experience October 2010 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 2010 - Present
Stonefield Josephson January 1999 - October 2010
Doran Rapattoni & Prowell January 1991 - December 1998
Real Estate Development Company January 1988 - December 1991
Deloitte & Touche January 1980 - December 1988
Skills
Internal Controls, Sarbanes-Oxley Act, Business Valuation, Tax Preparation, Auditing, Real Estate, Consolidation, Venture Capital, Income Tax, IPO, Finance, Financial Accounting, Forensic Accounting, Management Consulting, Due Diligence, Corporate Tax, Assurance, Accounting, US GAAP, Financial Reporting, Restructuring, Mergers, Business, Private Equity, Financial Statements, SEC filings, Financial Analysis, General Ledger, Corporate Finance, Revenue Recognition, Tax
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BS, Accounting
Marcum LLP October 2010 - Present
Stonefield Josephson January 1999 - October 2010
Doran Rapattoni & Prowell January 1991 - December 1998
Real Estate Development Company January 1988 - December 1991
Deloitte & Touche January 1980 - December 1988
Skills
Internal Controls, Sarbanes-Oxley Act, Business Valuation, Tax Preparation, Auditing, Real Estate, Consolidation, Venture Capital, Income Tax, IPO, Finance, Financial Accounting, Forensic Accounting, Management Consulting, Due Diligence, Corporate Tax, Assurance, Accounting, US GAAP, Financial Reporting, Restructuring, Mergers, Business, Private Equity, Financial Statements, SEC filings, Financial Analysis, General Ledger, Corporate Finance, Revenue Recognition, Tax
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BS, Accounting
Michael Curto's Marcum LLP Experience October 2001 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 2001 - Present
Vestal & Wiler, CPAs September 2003 - September 2005
Moody Famiglietti & Andronico September 1996 - September 2001
MFA - Moody, Famiglietti & Andronico, LLP 1996 - 2001
Education
Bentley University 1992 — 1996
BS, Accounting
Marcum LLP October 2001 - Present
Vestal & Wiler, CPAs September 2003 - September 2005
Moody Famiglietti & Andronico September 1996 - September 2001
MFA - Moody, Famiglietti & Andronico, LLP 1996 - 2001
Education
Bentley University 1992 — 1996
BS, Accounting
Randolph Benjamin Randolph Benjamin's Marcum LLP Experience April 2015 - Present
Job Service Support Technician @ Marcum LLP
Industry Information Technology and Services
Experience
Marcum LLP April 2015 - Present
Acorda Therapeutics, Inc. September 2014 - April 2015
HSBC October 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Active Directory, Customer Service, Windows, Microsoft Word, Teamwork, Networking, Troubleshooting, Operating Systems, Windows 7, Websense, Software Documentation, Technical Support, Computer Hardware, Help Desk Support, PowerPoint, Access, Outlook, System Administration, HTML, Research, SQL, Lotus Notes, Project Management, Java, Customer Satisfaction, Editing, Databases, Visual Basic, JavaScript, SharePoint, Programming, Data Analysis, Analysis, Social Networking, VBA, IT Service Management, OS X, Software Installation, Hardware, Windows Server, Servers, Leadership, Management
Education
City University of New York-Herbert H. Lehman College 2008 — 2014
Bachelor's Degree, Business Administration and Management, General
High school of computers and Technology 2004 — 2008
High School, Information Technology
Marcum LLP April 2015 - Present
Acorda Therapeutics, Inc. September 2014 - April 2015
HSBC October 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Active Directory, Customer Service, Windows, Microsoft Word, Teamwork, Networking, Troubleshooting, Operating Systems, Windows 7, Websense, Software Documentation, Technical Support, Computer Hardware, Help Desk Support, PowerPoint, Access, Outlook, System Administration, HTML, Research, SQL, Lotus Notes, Project Management, Java, Customer Satisfaction, Editing, Databases, Visual Basic, JavaScript, SharePoint, Programming, Data Analysis, Analysis, Social Networking, VBA, IT Service Management, OS X, Software Installation, Hardware, Windows Server, Servers, Leadership, Management
Education
City University of New York-Herbert H. Lehman College 2008 — 2014
Bachelor's Degree, Business Administration and Management, General
High school of computers and Technology 2004 — 2008
High School, Information Technology
Kathy Ngo's Marcum LLP Experience January 2015 - April 2015
Job Tax Staff at EY
Industry Accounting
Experience
EY September 2015 - Present
Marcum LLP January 2015 - April 2015
NJR Tax, Inc August 2012 - January 2015
Skills
Accounting, QuickBooks, Bank Reconciliation, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Accounts Receivable, Financial Analysis, Leadership, Time Management, Financial Reporting, Auditing, Financial Accounting, Finance
Education
California State University-Fullerton 2013 — 2015
Master's Degree, Accountanccy
University of California, Riverside 2008 — 2012
Bachelor's degree, Business Administration
EY September 2015 - Present
Marcum LLP January 2015 - April 2015
NJR Tax, Inc August 2012 - January 2015
Skills
Accounting, QuickBooks, Bank Reconciliation, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Accounts Receivable, Financial Analysis, Leadership, Time Management, Financial Reporting, Auditing, Financial Accounting, Finance
Education
California State University-Fullerton 2013 — 2015
Master's Degree, Accountanccy
University of California, Riverside 2008 — 2012
Bachelor's degree, Business Administration
Brian Beal, CISSP, CISA Brian Beal, CISSP, CISA's Marcum LLP Experience April 2012 - May 2014
Job Manager, Business Process Assurance at Sensiba San Filippo LLP
Industry Accounting
Experience
Sensiba San Filippo LLP June 2014 - Present
Marcum LLP April 2012 - May 2014
McGladrey & Pullen, LLP March 2011 - April 2012
Sensiba San Filippo, LLP September 2006 - March 2011
Matrix Absence Management June 2000 - June 2006
Skills
SSAE 16, SOC 2, HIPAA Compliance, Risk Assessment, ISO 27001, Security, Information Security, SAS70, Risk Management, Auditing, Internal Controls, Business Continuity..., PCI DSS, IT Audit, Sarbanes-Oxley Act, Sarbanes-Oxley, Assurance, CISA, ITGC
Education
Capella University 2004 — 2006
MS, Information Security
Biola University 1990 — 1993
BS, Finance
Sensiba San Filippo LLP June 2014 - Present
Marcum LLP April 2012 - May 2014
McGladrey & Pullen, LLP March 2011 - April 2012
Sensiba San Filippo, LLP September 2006 - March 2011
Matrix Absence Management June 2000 - June 2006
Skills
SSAE 16, SOC 2, HIPAA Compliance, Risk Assessment, ISO 27001, Security, Information Security, SAS70, Risk Management, Auditing, Internal Controls, Business Continuity..., PCI DSS, IT Audit, Sarbanes-Oxley Act, Sarbanes-Oxley, Assurance, CISA, ITGC
Education
Capella University 2004 — 2006
MS, Information Security
Biola University 1990 — 1993
BS, Finance
Jeffrey Winkleman Jeffrey Winkleman's Marcum LLP Experience 1998 - Present
Job PartnerinCharge, Philadelphia Region, Tax & Business Services at Marcum LLP
Industry Accounting
Experience
Marcum LLP 1998 - Present
Kreischer Miller October 1991 - December 1998
Coopers & Lybrand (now PWC) September 1980 - 1991
Skills
Mergers, Wholesale, Manufacturing, Income Tax, Corporate Tax, Tax Services, Real Estate, Tax, Mergers & Acquisitions, Strategic Financial..., GAAP, CPA, Trusts, Tax Research, Partnership Taxation, SEC filings, Tax Accounting, International Tax, Tax Preparation, S Corporations, Tax Advisory, FIN 48, Forensic Accounting, Tax Returns, State Tax, IRS, Assurance, Tax Law, Corporate Tax Planning, US GAAP, Estate Tax Planning, High Net Worth..., Business Valuation, Foreign Tax Credit, International Tax..., Revenue Recognition, Sarbanes-Oxley, Financial Planners, SEC Filings, Sarbanes-Oxley Act, Financial Planning
Education
Temple University 1984 — 1987
Master of Science, Taxation
Duke University 1976 — 1980
Bachelor of Business Administration, Accounting
Marcum LLP 1998 - Present
Kreischer Miller October 1991 - December 1998
Coopers & Lybrand (now PWC) September 1980 - 1991
Skills
Mergers, Wholesale, Manufacturing, Income Tax, Corporate Tax, Tax Services, Real Estate, Tax, Mergers & Acquisitions, Strategic Financial..., GAAP, CPA, Trusts, Tax Research, Partnership Taxation, SEC filings, Tax Accounting, International Tax, Tax Preparation, S Corporations, Tax Advisory, FIN 48, Forensic Accounting, Tax Returns, State Tax, IRS, Assurance, Tax Law, Corporate Tax Planning, US GAAP, Estate Tax Planning, High Net Worth..., Business Valuation, Foreign Tax Credit, International Tax..., Revenue Recognition, Sarbanes-Oxley, Financial Planners, SEC Filings, Sarbanes-Oxley Act, Financial Planning
Education
Temple University 1984 — 1987
Master of Science, Taxation
Duke University 1976 — 1980
Bachelor of Business Administration, Accounting
David Hansell, CPA David Hansell, CPA's Marcum LLP Experience May 2015 - Present
Job Senior Auditor at Marcum LLP
Industry Accounting
Experience
Marcum LLP May 2015 - Present
EY October 2014 - May 2015
Marcum LLP January 2013 - September 2014
Giant Food Stores LLC April 2008 - October 2013
Kreischer Miller January 2012 - April 2012
Skills
Microsoft Excel, Corporate Tax, Tax Preparation, PowerPoint, Key Carrier..., HIPPA Certified, Food Safety and..., Certified Anti-Money..., Receiving Certified, Fiduciary Services, Customer Service, Product Marketing, CCH ProSystem fx, Financial Audits, Market Research, CPA
Education
West Chester University of Pennsylvania 2011 — 2013
Accounting, Magna Cum Laude
Delaware County Community College 2008 — 2011
Business Administration
Marcum LLP May 2015 - Present
EY October 2014 - May 2015
Marcum LLP January 2013 - September 2014
Giant Food Stores LLC April 2008 - October 2013
Kreischer Miller January 2012 - April 2012
Skills
Microsoft Excel, Corporate Tax, Tax Preparation, PowerPoint, Key Carrier..., HIPPA Certified, Food Safety and..., Certified Anti-Money..., Receiving Certified, Fiduciary Services, Customer Service, Product Marketing, CCH ProSystem fx, Financial Audits, Market Research, CPA
Education
West Chester University of Pennsylvania 2011 — 2013
Accounting, Magna Cum Laude
Delaware County Community College 2008 — 2011
Business Administration
Stacy Messina Stacy Messina's Marcum LLP Experience April 2015 - Present
Job Advisory Services at Marcum LLP
Industry Accounting
Experience
Marcum LLP April 2015 - Present
Global Container Terminals March 2012 - April 2015
New York Container Terminal June 2006 - March 2012
Skills
Forecasting, Financial Analysis, Invoicing, Budgets, Microsoft Excel, Purchasing, Accounting, Financial Statements, Financial Forecasting, P&L Analysis, Finance, Balance Sheet, Vlookup, Procurement, Operations Management, PowerPoint, Cost Benefit, Compliance Reporting, Cost Reporting, Corporate Finance, Lawson General Ledger, Microsoft Word, AS400 system, Financial Statement..., KPI Reports, Cost Accounting, Management Accounting, Cost Variance Analysis, Corporate Budgeting, Year-end Close, Budget Process, Bank Reconciliation, Cash Flow, Maritime Operations, Variance Analysis, Time Management, Monthly Closing, Expenses, Sales Tax, Cash Flow Forecasting, Accruals, Microsoft Office
Education
Wagner College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.8
City University of New York-College of Staten Island 2007 — 2011
Bachelor of Science (B.S.), Accounting
Marcum LLP April 2015 - Present
Global Container Terminals March 2012 - April 2015
New York Container Terminal June 2006 - March 2012
Skills
Forecasting, Financial Analysis, Invoicing, Budgets, Microsoft Excel, Purchasing, Accounting, Financial Statements, Financial Forecasting, P&L Analysis, Finance, Balance Sheet, Vlookup, Procurement, Operations Management, PowerPoint, Cost Benefit, Compliance Reporting, Cost Reporting, Corporate Finance, Lawson General Ledger, Microsoft Word, AS400 system, Financial Statement..., KPI Reports, Cost Accounting, Management Accounting, Cost Variance Analysis, Corporate Budgeting, Year-end Close, Budget Process, Bank Reconciliation, Cash Flow, Maritime Operations, Variance Analysis, Time Management, Monthly Closing, Expenses, Sales Tax, Cash Flow Forecasting, Accruals, Microsoft Office
Education
Wagner College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.8
City University of New York-College of Staten Island 2007 — 2011
Bachelor of Science (B.S.), Accounting
Jake Dingle Jake Dingle's Marcum LLP Experience Senior AuditorMarcum LLPNovember 2011 - Present
Job Audit Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP Senior AuditorMarcum LLPNovember 2011 - Present
Skills
Financial Reporting, US GAAP, GAAP, Internal Controls, Auditing, Financial Analysis, Accounting, Microsoft Excel, Financial Accounting
Education
Central Connecticut State University
Bachelor's degree, Accounting
Marcum LLP Senior AuditorMarcum LLPNovember 2011 - Present
Skills
Financial Reporting, US GAAP, GAAP, Internal Controls, Auditing, Financial Analysis, Accounting, Microsoft Excel, Financial Accounting
Education
Central Connecticut State University
Bachelor's degree, Accounting
Vincent G. Guarino, CPA's Marcum LLP Experience May 2013 - August 2014
Job Senior Accountant at O'Connor & Drew, P.C.
Industry Accounting
Experience
O'Connor & Drew, P.C. August 2014 - Present
Marcum LLP May 2013 - August 2014
Marcum LLP June 2010 - May 2013
Skills
Accounting, Financial Accounting, Audit, Tax, Financial Reporting, Bookkeeping, Budget Analysis, Account Reconciliation, Compliance Audits, Internal Controls, Financial Analysis, Risk Assessment, Risk Management, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Cost Projections, Auditing, CPA, GAAP, Financial Statements
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Rhode Island College 2010 — 2012
Master, Professional Accountancy
O'Connor & Drew, P.C. August 2014 - Present
Marcum LLP May 2013 - August 2014
Marcum LLP June 2010 - May 2013
Skills
Accounting, Financial Accounting, Audit, Tax, Financial Reporting, Bookkeeping, Budget Analysis, Account Reconciliation, Compliance Audits, Internal Controls, Financial Analysis, Risk Assessment, Risk Management, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Cost Projections, Auditing, CPA, GAAP, Financial Statements
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Rhode Island College 2010 — 2012
Master, Professional Accountancy
Ashley Ayers's Marcum LLP Experience July 2013 - 2013
Job FSO Assurance Intern at EY
Industry Accounting
Experience
EY June 2015 - August 2015
CohnReznick LLP June 2014 - July 2014
Marcum LLP July 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Social Media, Auditing, Event Planning, Financial Accounting, Microsoft Office, Financial Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science in Accounting (M.S.A.)
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science in Management, Concentration in Accounting
The University of Glasgow 2013 — 2013
Sachem High School East 2007 — 2011
EY June 2015 - August 2015
CohnReznick LLP June 2014 - July 2014
Marcum LLP July 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Social Media, Auditing, Event Planning, Financial Accounting, Microsoft Office, Financial Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master of Science in Accounting (M.S.A.)
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science in Management, Concentration in Accounting
The University of Glasgow 2013 — 2013
Sachem High School East 2007 — 2011
Peter Visconti Peter Visconti's Marcum LLP Experience November 2011 - Present
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP November 2011 - Present
Visconti and Associates, P.C. June 2010 - October 2011
Education
University of Hartford 2010 — 2011
Master's degree, Accounting
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Marcum LLP November 2011 - Present
Visconti and Associates, P.C. June 2010 - October 2011
Education
University of Hartford 2010 — 2011
Master's degree, Accounting
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Jonathan Merritt's Marcum LLP Experience January 2014 - June 2015
Job Accounting Manager at Next Street
Industry Accounting
Experience
Next Street June 2015 - Present
Marcum LLP January 2014 - June 2015
Braver PC November 2011 - January 2014
Skills
Accounting, Financial Reporting, Finance, Financial Accounting, Auditing, Corporate Finance, Management, Business Strategy, GAAP, QuickBooks, US GAAP, Internal Controls, CPA, General Ledger, Financial Analysis, Tax, Account Reconciliation, Accounts Payable, Entrepreneurship
Education
Clark University 2006 — 2011
Master of Business Administration, Expanded Accounting
Clark University 2006 — 2011
Bachelor of Arts, Management
Next Street June 2015 - Present
Marcum LLP January 2014 - June 2015
Braver PC November 2011 - January 2014
Skills
Accounting, Financial Reporting, Finance, Financial Accounting, Auditing, Corporate Finance, Management, Business Strategy, GAAP, QuickBooks, US GAAP, Internal Controls, CPA, General Ledger, Financial Analysis, Tax, Account Reconciliation, Accounts Payable, Entrepreneurship
Education
Clark University 2006 — 2011
Master of Business Administration, Expanded Accounting
Clark University 2006 — 2011
Bachelor of Arts, Management
Olga Blyweiss Olga Blyweiss's Marcum LLP Experience November 2010 - February 2012
Job Managing Director at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US November 2013 - September 2014
Ernst & Young February 2012 - November 2013
Marcum LLP November 2010 - February 2012
ParenteBeard LLC January 2007 - November 2010
Shechtman Marks Devor PC January 2000 - January 2007
Korman Communities January 1998 - January 2000
PricewaterhouseCoopers September 1996 - January 1997
Deloitt 1994 - 1994
Grant Thornton LLP 1993 - 1994
Skills
Tax, International Tax, Trusts, Partnership Taxation, S Corporations, Individual Taxation, Corporate Tax Planning, Corporate Tax, Tax Research, Research & Development..., Foreign Tax Credit, Tax Credits, Historic Rehabilitation..., Individual Income Tax..., State and Local Taxation, Voluntary Disclosure, Manufacturing Deduction..., Income Tax, FIN 48, Tax Accounting, US Tax, CPA, Tax Advisory, Tax Preparation, State Tax, SEC filings, Tax Law, Tax Returns, GoSystems, High Net Worth..., ProSystem fx Tax, GAAP, Forensic Accounting, US GAAP, Expatriate Tax, SEC Filings
Education
Villanova University 2000 — 2003
MST, Taxation
Drexel University 1991 — 1996
BS in Business and Administration, Accounting and Human Resource Management
KPMG US October 2014 - Present
KPMG US November 2013 - September 2014
Ernst & Young February 2012 - November 2013
Marcum LLP November 2010 - February 2012
ParenteBeard LLC January 2007 - November 2010
Shechtman Marks Devor PC January 2000 - January 2007
Korman Communities January 1998 - January 2000
PricewaterhouseCoopers September 1996 - January 1997
Deloitt 1994 - 1994
Grant Thornton LLP 1993 - 1994
Skills
Tax, International Tax, Trusts, Partnership Taxation, S Corporations, Individual Taxation, Corporate Tax Planning, Corporate Tax, Tax Research, Research & Development..., Foreign Tax Credit, Tax Credits, Historic Rehabilitation..., Individual Income Tax..., State and Local Taxation, Voluntary Disclosure, Manufacturing Deduction..., Income Tax, FIN 48, Tax Accounting, US Tax, CPA, Tax Advisory, Tax Preparation, State Tax, SEC filings, Tax Law, Tax Returns, GoSystems, High Net Worth..., ProSystem fx Tax, GAAP, Forensic Accounting, US GAAP, Expatriate Tax, SEC Filings
Education
Villanova University 2000 — 2003
MST, Taxation
Drexel University 1991 — 1996
BS in Business and Administration, Accounting and Human Resource Management
Frank Miceli, FHFMA, MBA, CPA Frank Miceli, FHFMA, MBA, CPA's Marcum LLP Experience January 2014 - Present
Job Audit Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Saslow Lufkin & Buggy, LLP January 2002 - January 2014
Renaissance Health Care Consulting February 1997 - December 2001
Skills
Auditing, Financial Reporting, Accounting, GAAP, Healthcare, CPA, Financial Statements, Hospitals, Financial Accounting, Finance, Internal Controls, Financial Analysis, General Ledger, Medicare, Budgets, Tax Accounting, US GAAP, Audit, Insurance, Medicaid, Managerial Finance, Financial Statement..., Financial Audits, Consolidated Financial..., Captives, Compliance, Non-profits, captive insurance
Education
Central Connecticut State University 2000 — 2004
MBA, Accounting
Central Connecticut State University 1996 — 2000
BS, Accounting
Hall High School 1992 — 1996
Marcum LLP January 2014 - Present
Saslow Lufkin & Buggy, LLP January 2002 - January 2014
Renaissance Health Care Consulting February 1997 - December 2001
Skills
Auditing, Financial Reporting, Accounting, GAAP, Healthcare, CPA, Financial Statements, Hospitals, Financial Accounting, Finance, Internal Controls, Financial Analysis, General Ledger, Medicare, Budgets, Tax Accounting, US GAAP, Audit, Insurance, Medicaid, Managerial Finance, Financial Statement..., Financial Audits, Consolidated Financial..., Captives, Compliance, Non-profits, captive insurance
Education
Central Connecticut State University 2000 — 2004
MBA, Accounting
Central Connecticut State University 1996 — 2000
BS, Accounting
Hall High School 1992 — 1996
Lawrence Montgomery, CPA's Marcum LLP Experience July 2006 - Present
Job Senior Manager, Assurance Services at Marcum LLP
Industry Accounting
Experience
Marcum LLP July 2006 - Present
Skills
GAAP, Auditing, CPA, Due Diligence, SEC filings, Assurance, Employee Benefits, Corporate Tax, Financial Analysis, Mergers & Acquisitions, US GAAP, Internal Controls, Revenue Recognition, Sarbanes-Oxley Act, Financial Statements, Internal Audit, SEC Filings
Education
Duquesne University 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Marcum LLP July 2006 - Present
Skills
GAAP, Auditing, CPA, Due Diligence, SEC filings, Assurance, Employee Benefits, Corporate Tax, Financial Analysis, Mergers & Acquisitions, US GAAP, Internal Controls, Revenue Recognition, Sarbanes-Oxley Act, Financial Statements, Internal Audit, SEC Filings
Education
Duquesne University 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Jacob Horowitz's Marcum LLP Experience April 2015 - Present
Job IT Audit Specialist at Marcum LLP
Industry Information Technology and Services
Experience
Marcum LLP April 2015 - Present
Arpin Group January 2015 - March 2015
LimmudBoston November 2014 - December 2014
Senator Patrick Leahy Center for Digital Investigations January 2014 - May 2014
Champlain College September 2010 - January 2014
York Police Department May 2012 - August 2012
Skills
Computer Forensics, Digital Forensics, FTK, Microsoft Office, Computer Security, Research, EnCase, PowerPoint, Forensic Analysis, OS X, Facebook, Windows, Public Speaking, Penetration Testing, Cybercrime, Malware Analysis, Teaching, Information Security, Teamwork, Student Affairs, Higher Education, Networking, Network Security, Statistics, Forensic Accounting, Data Recovery, Data Analysis, Law Enforcement, Financial Accounting, Strategic Planning, Student Leadership, Windows 7, Criminal Law, Creative Problem Solving, Problem Solving, Strategy, Cellebrite, Amazon Kindle, Wireshark, Prezi, Evidence, Computer Hardware, VMware, Android, Vulnerability Assessment, Sarbanes Oxley (SOX), Service Organization..., Control Objectives for..., Fraud Investigations, Risk Assessment
Education
Champlain College 2010 — 2014
Bachelor's Degree, Computer and Digital Forensics, GPA: 3.73/4.00
York High School 2006 — 2010
Marcum LLP April 2015 - Present
Arpin Group January 2015 - March 2015
LimmudBoston November 2014 - December 2014
Senator Patrick Leahy Center for Digital Investigations January 2014 - May 2014
Champlain College September 2010 - January 2014
York Police Department May 2012 - August 2012
Skills
Computer Forensics, Digital Forensics, FTK, Microsoft Office, Computer Security, Research, EnCase, PowerPoint, Forensic Analysis, OS X, Facebook, Windows, Public Speaking, Penetration Testing, Cybercrime, Malware Analysis, Teaching, Information Security, Teamwork, Student Affairs, Higher Education, Networking, Network Security, Statistics, Forensic Accounting, Data Recovery, Data Analysis, Law Enforcement, Financial Accounting, Strategic Planning, Student Leadership, Windows 7, Criminal Law, Creative Problem Solving, Problem Solving, Strategy, Cellebrite, Amazon Kindle, Wireshark, Prezi, Evidence, Computer Hardware, VMware, Android, Vulnerability Assessment, Sarbanes Oxley (SOX), Service Organization..., Control Objectives for..., Fraud Investigations, Risk Assessment
Education
Champlain College 2010 — 2014
Bachelor's Degree, Computer and Digital Forensics, GPA: 3.73/4.00
York High School 2006 — 2010
Raymond Mahoney, CPA Raymond Mahoney, CPA's Marcum LLP Experience July 2011 - May 2014
Job Audit Senior at G.T. Reilly & Company
Industry Accounting
Experience
G.T. Reilly & Company June 2014 - Present
Marcum LLP July 2011 - May 2014
Braver PC January 2011 - July 2011
Skills
GAAP, CPA, Income Tax, US GAAP, QuickBooks, Financial Statements, Assurance, External Audit
Education
Bryant University Graduate School 2010 — 2010
Masters of Professional Accountancy, Accounting
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Accounting
G.T. Reilly & Company June 2014 - Present
Marcum LLP July 2011 - May 2014
Braver PC January 2011 - July 2011
Skills
GAAP, CPA, Income Tax, US GAAP, QuickBooks, Financial Statements, Assurance, External Audit
Education
Bryant University Graduate School 2010 — 2010
Masters of Professional Accountancy, Accounting
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Accounting
David Dias David Dias's Marcum LLP Experience November 2004 - April 2007
Job Project Manager at Selden Concrete Corp.
Industry Construction
Experience
Selden Concrete Corp. April 2007 - Present
Marcum LLP November 2004 - April 2007
Skills
Concrete, Concrete Construction, Cast in place Concrete, Foundations, Concrete Paving, Reinforced Concrete, Site Development, Decorative Concrete, Masonry, Brickwork, Sidewalk, Curbing, Budgets, Job Estimating, Consulting, Residential Homes, Construction, Contractors, Retaining Walls, Foundation Design, Construction Management, Contract Management, Contract Negotiation, Value Engineering, Green Building, Project Management, Renovation, Subcontracting
Education
Dowling College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Selden Concrete Corp. April 2007 - Present
Marcum LLP November 2004 - April 2007
Skills
Concrete, Concrete Construction, Cast in place Concrete, Foundations, Concrete Paving, Reinforced Concrete, Site Development, Decorative Concrete, Masonry, Brickwork, Sidewalk, Curbing, Budgets, Job Estimating, Consulting, Residential Homes, Construction, Contractors, Retaining Walls, Foundation Design, Construction Management, Contract Management, Contract Negotiation, Value Engineering, Green Building, Project Management, Renovation, Subcontracting
Education
Dowling College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Kris Limaye Kris Limaye's Marcum LLP Experience June 2010 - May 2011
Job Philips Executive Search Services
Industry Medical Devices
Experience
Philips October 2012 - Present
Philips May 2011 - October 2012
Marcum LLP June 2010 - May 2011
KNF&T Staffing Resources March 2008 - June 2010
KNF&T Staffing Resources May 2007 - March 2008
Kforce January 2006 - April 2007
Skills
Direct Recruiting, Strategic Sourcing, Project Managment, Social Media, LinkedIn, Taleo, Talent Acquisition, Talent Management, Management Consulting, Marketing Strategy, Sourcing, Healthcare, Business Strategy, Mergers, Executive Search, Strategic Planning, Business Planning, Project Management, Clinical Consulting, Recruiting, Mergers & Acquisitions, Marketing, Temporary Staffing, Temporary Placement, Sales, Finance, Cross-functional Team..., Management, Process Improvement
Education
University of San Francisco
MBA
Boston College
Bachelors of Science, Marketing
Episcopal Academy
Philips October 2012 - Present
Philips May 2011 - October 2012
Marcum LLP June 2010 - May 2011
KNF&T Staffing Resources March 2008 - June 2010
KNF&T Staffing Resources May 2007 - March 2008
Kforce January 2006 - April 2007
Skills
Direct Recruiting, Strategic Sourcing, Project Managment, Social Media, LinkedIn, Taleo, Talent Acquisition, Talent Management, Management Consulting, Marketing Strategy, Sourcing, Healthcare, Business Strategy, Mergers, Executive Search, Strategic Planning, Business Planning, Project Management, Clinical Consulting, Recruiting, Mergers & Acquisitions, Marketing, Temporary Staffing, Temporary Placement, Sales, Finance, Cross-functional Team..., Management, Process Improvement
Education
University of San Francisco
MBA
Boston College
Bachelors of Science, Marketing
Episcopal Academy
Liya Mishiyeva Liya Mishiyeva's Marcum LLP Experience September 2014 - Present
Job Tax Associate at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2014 - Present
McGladrey, LLP October 2012 - September 2014
Skills
Corporate Tax, GAAP, Tax Research, CPA, Accounting, Bookkeeping, Tax, Organization &..., Microsoft Excel, Tax Preparation, Income Tax, Tax Accounting, Tax Returns
Education
Brooklyn College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Marcum LLP September 2014 - Present
McGladrey, LLP October 2012 - September 2014
Skills
Corporate Tax, GAAP, Tax Research, CPA, Accounting, Bookkeeping, Tax, Organization &..., Microsoft Excel, Tax Preparation, Income Tax, Tax Accounting, Tax Returns
Education
Brooklyn College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Blake Anderson Blake Anderson's Marcum LLP Experience November 2014 - Present
Job Senior Consultant, Risk Advisory & Performance Improvement
Industry Financial Services
Experience
Marcum LLP November 2014 - Present
Warner Bros. Entertainment Group of Companies April 2015 - Present
Donbev Ltd. Holdings 2013 - 2014
Ernst & Young 2010 - 2012
Ernst & Young May 2008 - August 2010
First American Capital Management 2007 - 2007
Skills
Research, Writing, Quantitative Analysis, Financial Reporting, Financial Modeling, Investments, Private Equity, Mergers, Valuation, Equities, Auditing, Accounting, Financial Analysis, Real Estate, Corporate Finance, Mergers & Acquisitions, Internal Controls, Sarbanes-Oxley Act
Education
Cornell University 2004 — 2008
B.S., Applied Economics & Finance
University of Notre Dame - Mendoza College of Business 2009 — 2009
M.S., Financial Reporting
San Marino High School
Marcum LLP November 2014 - Present
Warner Bros. Entertainment Group of Companies April 2015 - Present
Donbev Ltd. Holdings 2013 - 2014
Ernst & Young 2010 - 2012
Ernst & Young May 2008 - August 2010
First American Capital Management 2007 - 2007
Skills
Research, Writing, Quantitative Analysis, Financial Reporting, Financial Modeling, Investments, Private Equity, Mergers, Valuation, Equities, Auditing, Accounting, Financial Analysis, Real Estate, Corporate Finance, Mergers & Acquisitions, Internal Controls, Sarbanes-Oxley Act
Education
Cornell University 2004 — 2008
B.S., Applied Economics & Finance
University of Notre Dame - Mendoza College of Business 2009 — 2009
M.S., Financial Reporting
San Marino High School
Brandon Billingsley Brandon Billingsley's Marcum LLP Experience June 2011 - May 2012
Job Employee Benefits Consultant at Brown & Brown
Industry Insurance
Experience
Brown & Brown June 2014 - Present
Independence Blue Cross May 2012 - May 2014
United States Marine Corps June 2006 - June 2012
Marcum LLP June 2011 - May 2012
Skills
Leadership, Employee Benefits, Insurance, Security, Government, Customer Service, Health Insurance, Databases, Invoicing, Claim, Managerial Finance, Risk Management, Risk Assessment, Process Improvement, Training, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Sales
Education
Temple University 2011 — 2014
Bachelor of Business Administration (BBA), Risk Management
Delaware County Community College 2010 — 2011
Associate's Degree, Business Administration and Management, General
Brown & Brown June 2014 - Present
Independence Blue Cross May 2012 - May 2014
United States Marine Corps June 2006 - June 2012
Marcum LLP June 2011 - May 2012
Skills
Leadership, Employee Benefits, Insurance, Security, Government, Customer Service, Health Insurance, Databases, Invoicing, Claim, Managerial Finance, Risk Management, Risk Assessment, Process Improvement, Training, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Sales
Education
Temple University 2011 — 2014
Bachelor of Business Administration (BBA), Risk Management
Delaware County Community College 2010 — 2011
Associate's Degree, Business Administration and Management, General
Tracy Fannin Tracy Fannin's Marcum LLP Experience July 2014 - Present
Job Senior Administrative Assistant at Marcum LLP
Industry Accounting
Experience
Marcum LLP July 2014 - Present
Frank, Rimerman + Co. LLP December 2013 - June 2014
Clare & Storey, LLP. August 2005 - November 2013
Skills
QuickBooks, Accounts Payable, Bookkeeping, Accounts Receivable, Payroll, Accounting, Invoicing, Account Reconciliation, Tax Preparation, General Ledger, Spreadsheets, Office Management, Financial Reporting, Journal Entries, Microsoft Excel
Education
DeVry University 2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Technical Management
Skyline College 1991 — 1996
Associate's degree, Word Information Systems
Marcum LLP July 2014 - Present
Frank, Rimerman + Co. LLP December 2013 - June 2014
Clare & Storey, LLP. August 2005 - November 2013
Skills
QuickBooks, Accounts Payable, Bookkeeping, Accounts Receivable, Payroll, Accounting, Invoicing, Account Reconciliation, Tax Preparation, General Ledger, Spreadsheets, Office Management, Financial Reporting, Journal Entries, Microsoft Excel
Education
DeVry University 2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Technical Management
Skyline College 1991 — 1996
Associate's degree, Word Information Systems
Brandon J. Jones Brandon J. Jones's Marcum LLP Experience December 2014 - Present
Job Real Estate Group at Marcum LLP
Industry Real Estate
Experience
Marcum LLP December 2014 - Present
Douglas Elliman Real Estate May 2011 - December 2014
Real Estate Accounting Advisory March 2012 - November 2014
Abyssinian Development Corporation July 2010 - March 2012
UHY Advisors January 2008 - May 2009
Atlanticus (Formerly CompuCredit) January 2007 - January 2008
Deloitte and Touche LLP 2003 - 2007
Skills
Financial Modeling, Real Estate, Financial Analysis, Due Diligence, Valuation, Accounting, Budgets, Financial Reporting, Asset Managment, Auditing, Investments, Finance, Internal Controls, Microsoft Excel, Building Relationships, Real Estate Development, Asset Management, Entrepreneurship, Leadership, Business Planning, Management, Brokerage, Portfolio Management, Property, Commercial Real Estate, LIHTC, Yardi Voyager, Tax Credit Compliance, New Markets Tax Credits, Affordable Housing, Property Management, Real Estate Transactions, Investment Properties, Real Estate Economics, Real Estate Financing, Leases
Education
Columbia University in the City of New York 2009 — 2010
MS, Real Estate Development, Finance
Morehouse College 1998 — 2002
BA, Business Administration with concentration in Accounting
Marcum LLP December 2014 - Present
Douglas Elliman Real Estate May 2011 - December 2014
Real Estate Accounting Advisory March 2012 - November 2014
Abyssinian Development Corporation July 2010 - March 2012
UHY Advisors January 2008 - May 2009
Atlanticus (Formerly CompuCredit) January 2007 - January 2008
Deloitte and Touche LLP 2003 - 2007
Skills
Financial Modeling, Real Estate, Financial Analysis, Due Diligence, Valuation, Accounting, Budgets, Financial Reporting, Asset Managment, Auditing, Investments, Finance, Internal Controls, Microsoft Excel, Building Relationships, Real Estate Development, Asset Management, Entrepreneurship, Leadership, Business Planning, Management, Brokerage, Portfolio Management, Property, Commercial Real Estate, LIHTC, Yardi Voyager, Tax Credit Compliance, New Markets Tax Credits, Affordable Housing, Property Management, Real Estate Transactions, Investment Properties, Real Estate Economics, Real Estate Financing, Leases
Education
Columbia University in the City of New York 2009 — 2010
MS, Real Estate Development, Finance
Morehouse College 1998 — 2002
BA, Business Administration with concentration in Accounting
James Falco Jr. James Falco Jr.'s Marcum LLP Experience March 2015 - June 2015
Job Data Abstraction Specialist, Department of Quality Improvement
Industry Hospital & Health Care
Experience
Masonicare July 2015 - Present
Marcum LLP March 2015 - June 2015
Toffler Associates May 2014 - December 2014
Middlesex Hospital June 2014 - August 2014
Notre Dame High School, West Haven, CT August 2011 - June 2012
Mattingly Sports August 2006 - August 2010
Skills
Electronic Medical..., Data Analysis, Research, Marketing Strategy, Analysis, Project Management, PowerPoint, Microsoft Excel, Social Media, Marketing, Fundraising, Public Speaking, Spanish, Social Media Marketing, Teaching, Online Marketing, Microsoft Office, Event Planning, Microsoft Word, Event Management, Strategic Planning, Leadership, Team Leadership, Market Research, Non-profits, Sales, Healthcare
Education
Quinnipiac University - School of Business 2014 — 2016
MBA, Health/Health Care Administration/Management
Tulane University 2005 — 2010
Bachelor's of Science, Neuroscience
Boston College 2005 — 2005
Neuroscience, Visiting Student- Hurricane Katrina
Notre Dame High School West Haven 2001 — 2005
High School
Masonicare July 2015 - Present
Marcum LLP March 2015 - June 2015
Toffler Associates May 2014 - December 2014
Middlesex Hospital June 2014 - August 2014
Notre Dame High School, West Haven, CT August 2011 - June 2012
Mattingly Sports August 2006 - August 2010
Skills
Electronic Medical..., Data Analysis, Research, Marketing Strategy, Analysis, Project Management, PowerPoint, Microsoft Excel, Social Media, Marketing, Fundraising, Public Speaking, Spanish, Social Media Marketing, Teaching, Online Marketing, Microsoft Office, Event Planning, Microsoft Word, Event Management, Strategic Planning, Leadership, Team Leadership, Market Research, Non-profits, Sales, Healthcare
Education
Quinnipiac University - School of Business 2014 — 2016
MBA, Health/Health Care Administration/Management
Tulane University 2005 — 2010
Bachelor's of Science, Neuroscience
Boston College 2005 — 2005
Neuroscience, Visiting Student- Hurricane Katrina
Notre Dame High School West Haven 2001 — 2005
High School
Lindsey Garber's Marcum LLP Experience June 2012 - August 2012
Job Intern at O'Neill and Associates
Industry Public Relations and Communications
Experience
O'Neill and Associates May 2015 - Present
Superior Court of the District of Columbia January 2015 - April 2015
Federal Communications Commission May 2014 - August 2014
Marcum LLP June 2012 - August 2012
Boston University- BUTV Terrier Nation September 2010 - May 2012
Marks and Spencer February 2012 - April 2012
Harvard University May 2011 - December 2011
UNOs Chicago Grill April 2011 - September 2011
Marcum LLP fka Berger Epstein & Garber Inc. June 2008 - August 2010
Cooper City High School Yearbook Co-Editor September 2006 - June 2009
Education
American University Washington College of Law 2013 — 2016
Juris Doctor (J.D.)
Boston University 2009 — 2013
O'Neill and Associates May 2015 - Present
Superior Court of the District of Columbia January 2015 - April 2015
Federal Communications Commission May 2014 - August 2014
Marcum LLP June 2012 - August 2012
Boston University- BUTV Terrier Nation September 2010 - May 2012
Marks and Spencer February 2012 - April 2012
Harvard University May 2011 - December 2011
UNOs Chicago Grill April 2011 - September 2011
Marcum LLP fka Berger Epstein & Garber Inc. June 2008 - August 2010
Cooper City High School Yearbook Co-Editor September 2006 - June 2009
Education
American University Washington College of Law 2013 — 2016
Juris Doctor (J.D.)
Boston University 2009 — 2013
Rona Gladstone Rona Gladstone's Marcum LLP Experience September 2002 - Present
Job Billing Supervisor/Accounting Services
Industry Accounting
Experience
Marcum LLP September 2002 - Present
Friedman LLP (FKA Friedman Alpren & Green) October 1987 - April 1999
Skills
Accounting, Financial Analysis, QuickBooks, Microsoft Excel
Education
Clarkson University 1984 — 1985
MBA, Business Administration
Skidmore College 1980 — 1984
BS, Business Management
John F Kennedy High School 1977 — 1980
Marcum LLP September 2002 - Present
Friedman LLP (FKA Friedman Alpren & Green) October 1987 - April 1999
Skills
Accounting, Financial Analysis, QuickBooks, Microsoft Excel
Education
Clarkson University 1984 — 1985
MBA, Business Administration
Skidmore College 1980 — 1984
BS, Business Management
John F Kennedy High School 1977 — 1980
Christine Finn Christine Finn's Marcum LLP Experience January 2010 - June 2013
Job Vice President at Fidelity Investments Wealth Management & Personal Trust
Industry Legal Services
Experience
Fidelity Investments August 2013 - Present
Goldfinger & Lassar LLP January 2010 - July 2013
Marcum LLP January 2010 - June 2013
Wilson Elser September 2006 - January 2010
Skills
Tax, Trust Services, Estate Administration, Trusts and Estates, Wealth Preservation..., Preparation of Wills, Probate, Fiduciary Services, Dual Citizenship
Education
University of San Diego School of Law 2003 — 2006
Doctor of Law (JD)
The British Institute of Florence
University of Westminster 2000 — 2001
Binghamton University 1998 — 2002
Bachelor's degree, Political Science and Government
Connetquot High School
Fidelity Investments August 2013 - Present
Goldfinger & Lassar LLP January 2010 - July 2013
Marcum LLP January 2010 - June 2013
Wilson Elser September 2006 - January 2010
Skills
Tax, Trust Services, Estate Administration, Trusts and Estates, Wealth Preservation..., Preparation of Wills, Probate, Fiduciary Services, Dual Citizenship
Education
University of San Diego School of Law 2003 — 2006
Doctor of Law (JD)
The British Institute of Florence
University of Westminster 2000 — 2001
Binghamton University 1998 — 2002
Bachelor's degree, Political Science and Government
Connetquot High School
Neil Prasad Neil Prasad's Marcum LLP Experience September 1997 - Present
Job
Industry Accounting
Experience
Marcum LLP September 1997 - Present
Skills
Accounting, Business Valuation, Forensic Accounting, SEC filings, GAAP, Internal Controls, Entrepreneurship, Revenue Recognition, Public Companies, Mergers & Acquisitions, IPO, IFRS, Assurance, Sarbanes-Oxley Act, Tax, Private Equity, CPA, Cash Flow, US GAAP, Forecasting, SEC, Due Diligence, Auditing, Corporate Tax, Income Tax, Restructuring, Financial Accounting, Financial Reporting, Tax Preparation, Financial Statements, Tax Research, Partnership Taxation, Financial Audits, External Audit, Consolidation, Tax Accounting, SEC Filings
Education
California State University-Northridge 1994 — 1997
BSc, Accounting and Business Administration
Marcum LLP September 1997 - Present
Skills
Accounting, Business Valuation, Forensic Accounting, SEC filings, GAAP, Internal Controls, Entrepreneurship, Revenue Recognition, Public Companies, Mergers & Acquisitions, IPO, IFRS, Assurance, Sarbanes-Oxley Act, Tax, Private Equity, CPA, Cash Flow, US GAAP, Forecasting, SEC, Due Diligence, Auditing, Corporate Tax, Income Tax, Restructuring, Financial Accounting, Financial Reporting, Tax Preparation, Financial Statements, Tax Research, Partnership Taxation, Financial Audits, External Audit, Consolidation, Tax Accounting, SEC Filings
Education
California State University-Northridge 1994 — 1997
BSc, Accounting and Business Administration
Brian McGeough, CPA Brian McGeough, CPA's Marcum LLP Experience July 2013 - Present
Job Senior Tax Accountant at Marcum, LLP
Industry Accounting
Experience
Marcum LLP July 2013 - Present
WilsonMorgan LLP March 2011 - June 2013
Education
California State University-Fullerton 2006 — 2010
Accounting
Marcum LLP July 2013 - Present
WilsonMorgan LLP March 2011 - June 2013
Education
California State University-Fullerton 2006 — 2010
Accounting
John Liska, CPA John Liska, CPA's Marcum LLP Experience September 2013 - Present
Job Senior Associate Business Valuation and Forensic Accounting
Industry Accounting
Experience
Marcum LLP September 2013 - Present
Maggio & Co., Inc. October 2010 - August 2013
Financial Resources August 2010 - October 2010
The Sport Spot September 2001 - June 2010
Affinity Federal Credit Union June 2007 - May 2009
Skills
Accounting, Financial Statements, Financial Analysis, Accounts Receivable, Tax Preparation, Account Reconciliation, Forensic Accounting, Forensic Analysis, QuickBooks, Internal Audit, Cash Flow, Payroll, Cash Management, Corporate Tax, Tax Accounting, Income Tax, Personal Financial..., Tax Returns
Education
Montclair State University 2006 — 2009
Bachelor of Science (BS), Accounting and Finance
Brookdale Community College 2005 — 2006
Associate of Science (AS), Accounting and Finance
University of Vermont 2004 — 2005
Shore Regional High School 2000 — 2004
Marcum LLP September 2013 - Present
Maggio & Co., Inc. October 2010 - August 2013
Financial Resources August 2010 - October 2010
The Sport Spot September 2001 - June 2010
Affinity Federal Credit Union June 2007 - May 2009
Skills
Accounting, Financial Statements, Financial Analysis, Accounts Receivable, Tax Preparation, Account Reconciliation, Forensic Accounting, Forensic Analysis, QuickBooks, Internal Audit, Cash Flow, Payroll, Cash Management, Corporate Tax, Tax Accounting, Income Tax, Personal Financial..., Tax Returns
Education
Montclair State University 2006 — 2009
Bachelor of Science (BS), Accounting and Finance
Brookdale Community College 2005 — 2006
Associate of Science (AS), Accounting and Finance
University of Vermont 2004 — 2005
Shore Regional High School 2000 — 2004
Kristel Smith Kristel Smith's Marcum LLP Experience July 2012 - October 2014
Job Coach at Beachbody
Industry Accounting
Experience
Beachbody March 2015 - Present
Marcum LLP July 2012 - October 2014
Ladera Ranch YMCA August 2011 - July 2012
Irvine Unified School District May 2011 - June 2012
College Park Elementary May 2011 - June 2011
Del Lago Elementary November 2001 - December 2010
Child Development Incorporated February 2008 - August 2010
Northwood Elementary School February 2009 - June 2010
Starbucks March 2008 - February 2009
Fantastic Sams Hair Salons, KJS Sams, Inc. January 1998 - June 2002
Skills
Curriculum Design, Event Planning, PowerPoint, Lesson Planning, Special Education, Elementary Education, Classroom Management, Organization, Multi Tasking, Phone Skills, Phone Etiquette, Legal Issues, beginning paralegal, Typing, Microsoft Office, Billing Systems, Billing Process, Accounts Payable, Telephone Skills, Customer Service, Accounting
Education
Irvine Valley College 2012 — 2013
Paralegal Studies Certificate, Legal Assistant/Paralegal
California State University-Fullerton 2010 — 2011
Multiple Subject Teaching Credential, Elementary Education
California State University-Fullerton 2007 — 2010
Bachelors of Science, Child and Adolescent Development
Beachbody March 2015 - Present
Marcum LLP July 2012 - October 2014
Ladera Ranch YMCA August 2011 - July 2012
Irvine Unified School District May 2011 - June 2012
College Park Elementary May 2011 - June 2011
Del Lago Elementary November 2001 - December 2010
Child Development Incorporated February 2008 - August 2010
Northwood Elementary School February 2009 - June 2010
Starbucks March 2008 - February 2009
Fantastic Sams Hair Salons, KJS Sams, Inc. January 1998 - June 2002
Skills
Curriculum Design, Event Planning, PowerPoint, Lesson Planning, Special Education, Elementary Education, Classroom Management, Organization, Multi Tasking, Phone Skills, Phone Etiquette, Legal Issues, beginning paralegal, Typing, Microsoft Office, Billing Systems, Billing Process, Accounts Payable, Telephone Skills, Customer Service, Accounting
Education
Irvine Valley College 2012 — 2013
Paralegal Studies Certificate, Legal Assistant/Paralegal
California State University-Fullerton 2010 — 2011
Multiple Subject Teaching Credential, Elementary Education
California State University-Fullerton 2007 — 2010
Bachelors of Science, Child and Adolescent Development
Michael Kaderabek Michael Kaderabek's Marcum LLP Experience May 2011 - Present
Job National IT Support Manager at Marcum, LLP
Industry Information Technology and Services
Experience
Marcum, LLP May 2011 - Present
Edelman 1997 - May 2011
Microshare 1996 - 1997
CNA Insurance 1994 - 1996
National Association of Realtors 1990 - 1994
Skills
Active Directory, Windows Server, Network Administration, Servers, Virtualization, Networking, Information Technology, Troubleshooting, SharePoint, System Deployment, IT Management, Microsoft Exchange, Vendor Management, Microsoft SQL Server, Windows 7, Disaster Recovery, Technical Support, Infrastructure, VMware, Management, Help Desk Support, Security, Databases, System Administration, Software Documentation, ITIL, Windows, IT Operations, Project Management, VoIP, Citrix, Cisco Technologies, XP, Data Center, Windows XP, Hardware, Software Installation, Business Process, Blackberry, Blackberry Enterprise..., Firewalls, Computer Hardware, Microsoft Technologies, Network Security, VPN, Operating Systems, DNS, Visio, IT Service Management, Service Desk
Education
Loyola University Chicago 1999 — 2003
MBA, Information Systems
Dominican University 1989 — 1995
BA, IT, Management
Marcum, LLP May 2011 - Present
Edelman 1997 - May 2011
Microshare 1996 - 1997
CNA Insurance 1994 - 1996
National Association of Realtors 1990 - 1994
Skills
Active Directory, Windows Server, Network Administration, Servers, Virtualization, Networking, Information Technology, Troubleshooting, SharePoint, System Deployment, IT Management, Microsoft Exchange, Vendor Management, Microsoft SQL Server, Windows 7, Disaster Recovery, Technical Support, Infrastructure, VMware, Management, Help Desk Support, Security, Databases, System Administration, Software Documentation, ITIL, Windows, IT Operations, Project Management, VoIP, Citrix, Cisco Technologies, XP, Data Center, Windows XP, Hardware, Software Installation, Business Process, Blackberry, Blackberry Enterprise..., Firewalls, Computer Hardware, Microsoft Technologies, Network Security, VPN, Operating Systems, DNS, Visio, IT Service Management, Service Desk
Education
Loyola University Chicago 1999 — 2003
MBA, Information Systems
Dominican University 1989 — 1995
BA, IT, Management
John Eckweiler John Eckweiler's Marcum LLP Experience July 2013 - Present
Job PartnerinCharge Tax Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP July 2013 - Present
WilsonMorgan LLP September 2011 - Present
SingerLewak LLP November 1990 - September 2011
Internal Revenue Service 1987 - 1990
Skills
Tax, Tax Preparation, CPA, Corporate Tax, QuickBooks, Income Tax, Accounting, Partnership Taxation, Tax Research, GAAP, Tax Returns, SEC filings, Auditing, Tax Accounting, Financial Analysis, Financial Reporting
Education
California State University-Long Beach 1982 — 1986
BS, Accountancy
Marcum LLP July 2013 - Present
WilsonMorgan LLP September 2011 - Present
SingerLewak LLP November 1990 - September 2011
Internal Revenue Service 1987 - 1990
Skills
Tax, Tax Preparation, CPA, Corporate Tax, QuickBooks, Income Tax, Accounting, Partnership Taxation, Tax Research, GAAP, Tax Returns, SEC filings, Auditing, Tax Accounting, Financial Analysis, Financial Reporting
Education
California State University-Long Beach 1982 — 1986
BS, Accountancy
Steven Elias Steven Elias's Marcum LLP Experience August 1997 - August 1998
Job Principal at Atlantic Capital Acquisitions, LLC
Industry Real Estate
Experience
Atlantic Capital Advisory Services, LLC June 2004 - Present
LNR Property Corporation 2003 - 2010
Deloitte & Touche June 2000 - August 2003
Deloitte & Touche January 1999 - December 2000
Marcum LLP August 1997 - August 1998
Education
Hofstra University 1996 — 1998
MBA, Accounting and Taxation
Bryant University 1990 — 1993
BA, Accountig and Finance
Atlantic Capital Advisory Services, LLC June 2004 - Present
LNR Property Corporation 2003 - 2010
Deloitte & Touche June 2000 - August 2003
Deloitte & Touche January 1999 - December 2000
Marcum LLP August 1997 - August 1998
Education
Hofstra University 1996 — 1998
MBA, Accounting and Taxation
Bryant University 1990 — 1993
BA, Accountig and Finance
Tiffany DiSapio, PHR Tiffany DiSapio, PHR's Marcum LLP Experience February 2010 - Present
Job Human Resources at Marcum LLP
Industry Human Resources
Experience
Marcum LLP February 2010 - Present
Society for Human Resources Management - LI Chapter January 2012 - January 2013
Bohler Engineering June 2007 - February 2010
Skills
Talent Management, Benefits Administration, Employee Relations, Human Resources, Personnel Management, Employee Benefits, Leadership, Management, Staff Development, Program Management, Public Speaking, Business Strategy, Onboarding, HRIS, Networking, Deferred Compensation, Applicant Tracking..., Succession Planning
Education
Dowling College 2004 — 2007
Bachelors Degree, Business Administration
Marcum LLP February 2010 - Present
Society for Human Resources Management - LI Chapter January 2012 - January 2013
Bohler Engineering June 2007 - February 2010
Skills
Talent Management, Benefits Administration, Employee Relations, Human Resources, Personnel Management, Employee Benefits, Leadership, Management, Staff Development, Program Management, Public Speaking, Business Strategy, Onboarding, HRIS, Networking, Deferred Compensation, Applicant Tracking..., Succession Planning
Education
Dowling College 2004 — 2007
Bachelors Degree, Business Administration
Marsden Ashley's Marcum LLP Experience June 2015 - July 2015
Job Summer Internship at Marcum LLP
Industry Accounting
Experience
Marcum LLP June 2015 - July 2015
Bentley University September 2014 - January 2015
Stowe Reporter May 2010 - July 2014
Skills
US GAAP, Financial Accounting, Bookkeeping, Financial Statement..., Social Media, Public Relations, Social Networking, Social Media Marketing, Blogging, Photoshop, Microsoft Excel, Microsoft Office, Marketing Communications, PowerPoint, Microsoft Word, Advertising, Customer Service, Web Content Management, Computer Hardware...
Education
Bentley University 2014 — 2015
MSA, Masters of Science in Accountancy
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Operations management and Marketing Management, 3.2
Kulturstiftung der Kantonsschule Solothurn 2003 — 2004
None, Economics, German
Marcum LLP June 2015 - July 2015
Bentley University September 2014 - January 2015
Stowe Reporter May 2010 - July 2014
Skills
US GAAP, Financial Accounting, Bookkeeping, Financial Statement..., Social Media, Public Relations, Social Networking, Social Media Marketing, Blogging, Photoshop, Microsoft Excel, Microsoft Office, Marketing Communications, PowerPoint, Microsoft Word, Advertising, Customer Service, Web Content Management, Computer Hardware...
Education
Bentley University 2014 — 2015
MSA, Masters of Science in Accountancy
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Operations management and Marketing Management, 3.2
Kulturstiftung der Kantonsschule Solothurn 2003 — 2004
None, Economics, German
Carrie Goodman Carrie Goodman's Marcum LLP Experience January 2014 - Present
Job www.snackcaddy.com
Industry Consumer Goods
Experience
Marcum LLP January 2014 - Present
Snack Caddy LLC October 2008 - Present
Delaware County Community College September 2004 - Present
the Agnes Irwin School September 1990 - June 1996
the Bryn Mawr School September 1988 - June 1990
GEICO February 1986 - August 1987
Skills
Entrepreneurship, Public Speaking, Teaching, Strategic Planning, Coaching, Event Planning
Education
The Johns Hopkins University 1987 — 1989
MA in Teaching, Mathematics
Dickinson College 1981 — 1985
BA, Economics
Marcum LLP January 2014 - Present
Snack Caddy LLC October 2008 - Present
Delaware County Community College September 2004 - Present
the Agnes Irwin School September 1990 - June 1996
the Bryn Mawr School September 1988 - June 1990
GEICO February 1986 - August 1987
Skills
Entrepreneurship, Public Speaking, Teaching, Strategic Planning, Coaching, Event Planning
Education
The Johns Hopkins University 1987 — 1989
MA in Teaching, Mathematics
Dickinson College 1981 — 1985
BA, Economics
Arpan Sheth Arpan Sheth's Marcum LLP Experience January 2014 - December 2014
Job Recruiting Manager Tax at Henderson Harbor Group
Industry Accounting
Experience
Henderson Harbor Group January 2015 - Present
WithumSmith+Brown 2014 - 2015
Marcum LLP January 2014 - December 2014
Louis Zerbo, PC January 2010 - December 2013
Cegedim April 2008 - April 2009
Skills
QuickBooks, ProSystem fx Tax, GoSystems, Financial Analysis, Accounting, Financial Reporting, Microsoft Office, Finance, Tax Returns, Corporate Tax, Analysis, Auditing, Financial Accounting
Education
William Paterson University of New Jersey 2009 — 2011
Bachelor's degree, Accounting
New Jersey Institute of Technology 2004 — 2007
Bachelor's degree, Finance, General
County College of Morris 2002 — 2004
Associate's degree, Business Administration and Management, General
Henderson Harbor Group January 2015 - Present
WithumSmith+Brown 2014 - 2015
Marcum LLP January 2014 - December 2014
Louis Zerbo, PC January 2010 - December 2013
Cegedim April 2008 - April 2009
Skills
QuickBooks, ProSystem fx Tax, GoSystems, Financial Analysis, Accounting, Financial Reporting, Microsoft Office, Finance, Tax Returns, Corporate Tax, Analysis, Auditing, Financial Accounting
Education
William Paterson University of New Jersey 2009 — 2011
Bachelor's degree, Accounting
New Jersey Institute of Technology 2004 — 2007
Bachelor's degree, Finance, General
County College of Morris 2002 — 2004
Associate's degree, Business Administration and Management, General
Nick Santoro Nick Santoro's Marcum LLP Experience January 2014 - Present
Job Assurance Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Braver PC November 2013 - January 2014
Fallon Community Health Plan October 2011 - September 2013
Fallon Community Health Plan May 2011 - August 2011
Columbia Tech June 2010 - August 2010
15-40 Connection June 2010 - August 2010
Merrimack College September 2008 - December 2008
Skills
QuickBooks, Data Analysis, Access, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Marketing, Social Media, Outlook, Auditing
Education
Clark University 2011 — 2013
MBA, Accounting
University of Massachusetts Dartmouth 2009 — 2011
Bachelor Of Science, Accounting
Merrimack College 2007 — 2009
Business Administration
Saint John's High School 2003 — 2007
Marcum LLP January 2014 - Present
Braver PC November 2013 - January 2014
Fallon Community Health Plan October 2011 - September 2013
Fallon Community Health Plan May 2011 - August 2011
Columbia Tech June 2010 - August 2010
15-40 Connection June 2010 - August 2010
Merrimack College September 2008 - December 2008
Skills
QuickBooks, Data Analysis, Access, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Marketing, Social Media, Outlook, Auditing
Education
Clark University 2011 — 2013
MBA, Accounting
University of Massachusetts Dartmouth 2009 — 2011
Bachelor Of Science, Accounting
Merrimack College 2007 — 2009
Business Administration
Saint John's High School 2003 — 2007
Linda Leahy's Marcum LLP Experience April 2010 - June 2011
Job Tax Manager
Industry Accounting
Experience
JM Forbes & Co LLP November 2012 - Present
Self Employed January 2012 - November 2012
Marcum LLP April 2010 - June 2011
UHY Advisors N.E. LLC January 2005 - April 2010
Skills
Tax, Tax Accounting, Accounting, Financial Reporting, Income Tax, Tax Preparation, International Tax, US GAAP, Financial Accounting, Tax Advisory, Due Diligence
Education
Bentley University
MST, Tax and Accountancy
JM Forbes & Co LLP November 2012 - Present
Self Employed January 2012 - November 2012
Marcum LLP April 2010 - June 2011
UHY Advisors N.E. LLC January 2005 - April 2010
Skills
Tax, Tax Accounting, Accounting, Financial Reporting, Income Tax, Tax Preparation, International Tax, US GAAP, Financial Accounting, Tax Advisory, Due Diligence
Education
Bentley University
MST, Tax and Accountancy
Jonathan Budd's Marcum LLP Experience October 2012 - September 2013
Job Senior Accountant at Avid Technology
Industry Accounting
Experience
Avid Technology September 2013 - Present
Marcum LLP October 2012 - September 2013
Marcum LLP January 2012 - April 2012
Cambridge Computer Services November 2007 - May 2011
Metal Master, LLC 2006 - 2007
Skills
Accounting, Microsoft Office, Strategic Financial..., Negotiation, Financial Analysis, Analysis, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, Finance
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2012
MSA/MBA, Accounting
Brandeis University 2002 — 2006
BA, Sociology
Avid Technology September 2013 - Present
Marcum LLP October 2012 - September 2013
Marcum LLP January 2012 - April 2012
Cambridge Computer Services November 2007 - May 2011
Metal Master, LLC 2006 - 2007
Skills
Accounting, Microsoft Office, Strategic Financial..., Negotiation, Financial Analysis, Analysis, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, Finance
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2012
MSA/MBA, Accounting
Brandeis University 2002 — 2006
BA, Sociology
Eva Alpert's Marcum LLP Experience November 2003 - July 2010
Job Tax Advisor at J.M. Forbes & Co. LLP
Industry Accounting
Experience
Overland Capital Group October 2012 - December 2013
LCMG October 2011 - October 2012
Etsy 2003 - 2012
Marcum LLP November 2003 - July 2010
UHY Advisors NE, LLC 2003 - April 2010
Brown and Brown LLP 2003 - 2006
Grant Thornton 2001 - 2003
The Bollard Group 1997 - 2001
Resnick Fedder and Silverman 1996 - 1997
Skills
Fiduciary, Estate Planning, Tax Preparation, Financial Planners, Tax, Income Tax, Corporate Tax, Tax Law, CPA, Partnership Taxation, Auditing, Financial Accounting, Internal Controls, Accounting, Tax Research, Business Valuation, High Net Worth..., Tax Accounting, Estate Tax Planning, Tax Returns, GAAP, International Tax, SEC filings, Financial Statements, US GAAP, Financial Planning, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1997
MS, Accounting
Northeastern University School of Law 1991 — 1994
JD, Law
University of Massachusetts, Amherst 1985 — 1990
BA, English Language and Literature/Letters
Beaver!
Overland Capital Group October 2012 - December 2013
LCMG October 2011 - October 2012
Etsy 2003 - 2012
Marcum LLP November 2003 - July 2010
UHY Advisors NE, LLC 2003 - April 2010
Brown and Brown LLP 2003 - 2006
Grant Thornton 2001 - 2003
The Bollard Group 1997 - 2001
Resnick Fedder and Silverman 1996 - 1997
Skills
Fiduciary, Estate Planning, Tax Preparation, Financial Planners, Tax, Income Tax, Corporate Tax, Tax Law, CPA, Partnership Taxation, Auditing, Financial Accounting, Internal Controls, Accounting, Tax Research, Business Valuation, High Net Worth..., Tax Accounting, Estate Tax Planning, Tax Returns, GAAP, International Tax, SEC filings, Financial Statements, US GAAP, Financial Planning, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1997
MS, Accounting
Northeastern University School of Law 1991 — 1994
JD, Law
University of Massachusetts, Amherst 1985 — 1990
BA, English Language and Literature/Letters
Beaver!
Jayson Morgan's Marcum LLP Experience July 2013 - Present
Job Partner Tax & Business Services at Marcum LLP
Industry Accounting
Experience
Marcum LLP July 2013 - Present
WilsonMorgan LLP 1998 - 2013
Deloitte 1996 - 1998
Costco Wholesale 1989 - 1992
Skills
CPA, Corporate Tax, Financial Analysis, Accounting, Financial Reporting, Income Tax, Tax Research, Tax, Tax Preparation, Tax Accounting, QuickBooks, S Corporations, Due Diligence, Financial Accounting, GAAP
Education
University of Southern California - Marshall School of Business 1997 — 2001
MBT, Taxation
California State Polytechnic University-Pomona 1989 — 1991
B.S., Accounting
University of California, Riverside 1987 — 1989
Business
Marcum LLP July 2013 - Present
WilsonMorgan LLP 1998 - 2013
Deloitte 1996 - 1998
Costco Wholesale 1989 - 1992
Skills
CPA, Corporate Tax, Financial Analysis, Accounting, Financial Reporting, Income Tax, Tax Research, Tax, Tax Preparation, Tax Accounting, QuickBooks, S Corporations, Due Diligence, Financial Accounting, GAAP
Education
University of Southern California - Marshall School of Business 1997 — 2001
MBT, Taxation
California State Polytechnic University-Pomona 1989 — 1991
B.S., Accounting
University of California, Riverside 1987 — 1989
Business
Fiona Shen, CPA's Marcum LLP Experience January 2011 - June 2011
Job Project Controller at Hexis Cyber Solutions.,a whollyowned subsidiary of KEYW
Industry Accounting
Experience
Hitachi Data Systems February 2015 - June 2015
Hexis Cyber Solutions, a wholly-owned subsidiary of KEYW November 2012 - March 2014
Sensage (Acquired by KEYW) June 2011 - November 2012
Marcum LLP January 2011 - June 2011
Shea Labagh Dobberstein August 2008 - January 2011
Armanino McKenna April 2007 - August 2008
Vavrinek, Trine, Day & Co., LLP September 2005 - March 2007
Skills
Audit, Accounting, Revenue Recognition, Consolidation, Internal Controls, Auditing, Tax, Financial Reporting, Quickbooks, US GAAP, CPA, Sarbanes-Oxley Act, SEC filings, General Ledger, GAAP, QuickBooks, Financial Statements, Variance Analysis, Financial Accounting, Assurance, External Audit, Tax Accounting, Corporate Tax, Tax Preparation, Sarbanes-Oxley, Account Reconciliation, Fixed Assets, SEC Filings
Education
California State University-East Bay 2003 — 2005
MBA, Accounting
Hitachi Data Systems February 2015 - June 2015
Hexis Cyber Solutions, a wholly-owned subsidiary of KEYW November 2012 - March 2014
Sensage (Acquired by KEYW) June 2011 - November 2012
Marcum LLP January 2011 - June 2011
Shea Labagh Dobberstein August 2008 - January 2011
Armanino McKenna April 2007 - August 2008
Vavrinek, Trine, Day & Co., LLP September 2005 - March 2007
Skills
Audit, Accounting, Revenue Recognition, Consolidation, Internal Controls, Auditing, Tax, Financial Reporting, Quickbooks, US GAAP, CPA, Sarbanes-Oxley Act, SEC filings, General Ledger, GAAP, QuickBooks, Financial Statements, Variance Analysis, Financial Accounting, Assurance, External Audit, Tax Accounting, Corporate Tax, Tax Preparation, Sarbanes-Oxley, Account Reconciliation, Fixed Assets, SEC Filings
Education
California State University-East Bay 2003 — 2005
MBA, Accounting
Mark L Stone, CPA's Marcum LLP Experience 1997 - 2006
Job Managing Partner of Sales Tax Defense LLC
Industry Accounting
Experience
Sales Tax Defense LLC December 2008 - Present
Olivier & Associates LLC April 2006 - December 2008
Marcum & Kliegman LLP September 1997 - April 2006
Marcum LLP 1997 - 2006
Skills
Sales & Use Tax, Multi-State Sales Tax, Tax Research, Tax, Tax Returns, Accounting, Audit Defense, Tax Contraversy, Offers in Compromise, White Collar Criminal..., Auditing, GAAP, CPA, Use Tax, Sales Tax, Tax Advisory, Tax Law, S Corporations, LLC, Payroll Taxes, IRS, Fixed Assets, Forensic Accounting, Internal Controls, Bookkeeping, QuickBooks, Account Reconciliation, Accountants, Property Tax, Preparation, US GAAP, International Tax, Financial Statements, Corporate Tax Planning, Personal Tax Planning, Financial Planners, SEC filings, Business Tax Planning, General Ledger, US Tax, Estate Tax Planning, Sarbanes-Oxley, Gift Tax, Business Valuation, Sarbanes-Oxley Act, Cash Flow, Peachtree, State Tax, Assurance, High Net Worth...
Education
Long Island University, C.W. Post Campus 2001 — 2003
M.B.A, Taxation
City University of New York 1990 — 1992
B.S., Accounting and Information Systems
University of Massachusetts, Amherst 1987 — 1990
Computers
Sales Tax Defense LLC December 2008 - Present
Olivier & Associates LLC April 2006 - December 2008
Marcum & Kliegman LLP September 1997 - April 2006
Marcum LLP 1997 - 2006
Skills
Sales & Use Tax, Multi-State Sales Tax, Tax Research, Tax, Tax Returns, Accounting, Audit Defense, Tax Contraversy, Offers in Compromise, White Collar Criminal..., Auditing, GAAP, CPA, Use Tax, Sales Tax, Tax Advisory, Tax Law, S Corporations, LLC, Payroll Taxes, IRS, Fixed Assets, Forensic Accounting, Internal Controls, Bookkeeping, QuickBooks, Account Reconciliation, Accountants, Property Tax, Preparation, US GAAP, International Tax, Financial Statements, Corporate Tax Planning, Personal Tax Planning, Financial Planners, SEC filings, Business Tax Planning, General Ledger, US Tax, Estate Tax Planning, Sarbanes-Oxley, Gift Tax, Business Valuation, Sarbanes-Oxley Act, Cash Flow, Peachtree, State Tax, Assurance, High Net Worth...
Education
Long Island University, C.W. Post Campus 2001 — 2003
M.B.A, Taxation
City University of New York 1990 — 1992
B.S., Accounting and Information Systems
University of Massachusetts, Amherst 1987 — 1990
Computers
Ezra Beinhorn, CPA's Marcum LLP Experience September 2010 - October 2013
Job Assistant Controller at HFZ Capital Group
Industry Real Estate
Experience
HFZ Capital Group December 2014 - Present
EisnerAmper LLP November 2013 - November 2014
Marcum LLP September 2010 - October 2013
Gericare Inc January 2010 - September 2010
JRAF Realty Management September 2009 - December 2009
Skills
Accounting, CPA, Financial Reporting, Auditing, Financial Accounting, Financial Statements, Real Estate, Financial Audits, Income Tax, GAAP, Internal Controls, Account Reconciliation, General Ledger, Cash Flow, Journal Entries, External Audit
Education
City University of New York-Brooklyn College 2006 — 2008
Bachelor of Science, Public Accounting
HFZ Capital Group December 2014 - Present
EisnerAmper LLP November 2013 - November 2014
Marcum LLP September 2010 - October 2013
Gericare Inc January 2010 - September 2010
JRAF Realty Management September 2009 - December 2009
Skills
Accounting, CPA, Financial Reporting, Auditing, Financial Accounting, Financial Statements, Real Estate, Financial Audits, Income Tax, GAAP, Internal Controls, Account Reconciliation, General Ledger, Cash Flow, Journal Entries, External Audit
Education
City University of New York-Brooklyn College 2006 — 2008
Bachelor of Science, Public Accounting
Sky Cohen's Marcum LLP Experience September 1999 - July 2013
Job Supervisor Marcum, LLP
Industry Accounting
Experience
Marcum & Kliegman September 1999 - July 2013
Marcum LLP September 1999 - July 2013
Temple Beth Ahm of Aberdeen June 2012 - June 2013
Skills
Audit, GAAP, Auditing, Internal Controls, Accounting, Assurance, External Audit, Financial Audits, QuickBooks, Revenue Recognition
Education
City University of New York-College of Staten Island 1998 — 2002
Bachelor of Science, International business/Accounting
Radvilu High School, Vilnius, Lithuania
Marcum & Kliegman September 1999 - July 2013
Marcum LLP September 1999 - July 2013
Temple Beth Ahm of Aberdeen June 2012 - June 2013
Skills
Audit, GAAP, Auditing, Internal Controls, Accounting, Assurance, External Audit, Financial Audits, QuickBooks, Revenue Recognition
Education
City University of New York-College of Staten Island 1998 — 2002
Bachelor of Science, International business/Accounting
Radvilu High School, Vilnius, Lithuania
Beth Jantzen's Marcum LLP Experience January 2000 - May 2013
Job Controller at Applied DNA Sciences
Industry Accounting
Experience
Applied DNA Sciences February 2015 - Present
Applied DNA Sciences June 2013 - Present
Marcum LLP January 2000 - May 2013
Skills
SEC filings, Assurance, Manufacturing, Sarbanes-Oxley, CPA, GAAP, Auditing, Forensic Accounting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Revenue Recognition, Tax
Education
Binghamton University 1995 — 1999
Binghamton University - School of Management 1995 — 1999
BS, Accounting
Applied DNA Sciences February 2015 - Present
Applied DNA Sciences June 2013 - Present
Marcum LLP January 2000 - May 2013
Skills
SEC filings, Assurance, Manufacturing, Sarbanes-Oxley, CPA, GAAP, Auditing, Forensic Accounting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Revenue Recognition, Tax
Education
Binghamton University 1995 — 1999
Binghamton University - School of Management 1995 — 1999
BS, Accounting
Dane E. Dickler's Marcum LLP Experience October 2007 - Present
Job Tax Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 2007 - Present
Starr, Darcy & Starr, PC August 1999 - September 2007
Skills
Accounting, Tax, Financial Reporting, Due Diligence, Private Equity, Financial Analysis, Tax Research, Partnership Taxation
Education
Bucknell University 1996 — 1999
BA, Economics
Pace University - Lubin School of Business 2008 — 2010
Masters of Science, Taxation
Marcum LLP October 2007 - Present
Starr, Darcy & Starr, PC August 1999 - September 2007
Skills
Accounting, Tax, Financial Reporting, Due Diligence, Private Equity, Financial Analysis, Tax Research, Partnership Taxation
Education
Bucknell University 1996 — 1999
BA, Economics
Pace University - Lubin School of Business 2008 — 2010
Masters of Science, Taxation
Don Reiser's Marcum LLP Experience September 2010 - January 2012
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2012 - Present
Marcum LLP September 2010 - January 2012
Kilpatrick Townsend & Stockton LLP February 2007 - August 2010
PricewaterhouseCoopers LLP September 1998 - January 2007
Education
New York University School of Law 1978 — 1979
LLM, Taxation
University of Pennsylvania Law School 1975 — 1978
JD
Boston University 1971 — 1975
Boston University - School of Management 1971 — 1975
B.S.
CBIZ MHM, LLC February 2012 - Present
Marcum LLP September 2010 - January 2012
Kilpatrick Townsend & Stockton LLP February 2007 - August 2010
PricewaterhouseCoopers LLP September 1998 - January 2007
Education
New York University School of Law 1978 — 1979
LLM, Taxation
University of Pennsylvania Law School 1975 — 1978
JD
Boston University 1971 — 1975
Boston University - School of Management 1971 — 1975
B.S.
Chris Cheeseman's Marcum LLP Experience May 2015 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP May 2015 - Present
C & L TAX AND ACCOUNTING SERVICES LLP November 2009 - May 2015
Marcum & Kliegman LLP August 2000 - November 2009
SLP Business Services 1998 - 2000
Skills
Tax, CPA, Tax Accounting, Partnership Taxation, S Corporations, Tax Advisory, QuickBooks, Financial Statements, International Tax, IRS, Small Business, Bookkeeping, Due Diligence, High Net Worth..., Sales Tax
Education
LIU Post 2003 — 2005
Master of Science, Taxation
Dowling College 1996 — 1998
Bachelor of Business Administration, Business & Accounting
Farmingdale State College 1994 — 1996
Associate of Science, Criminal Justice & Law Enforcement
Marcum LLP May 2015 - Present
C & L TAX AND ACCOUNTING SERVICES LLP November 2009 - May 2015
Marcum & Kliegman LLP August 2000 - November 2009
SLP Business Services 1998 - 2000
Skills
Tax, CPA, Tax Accounting, Partnership Taxation, S Corporations, Tax Advisory, QuickBooks, Financial Statements, International Tax, IRS, Small Business, Bookkeeping, Due Diligence, High Net Worth..., Sales Tax
Education
LIU Post 2003 — 2005
Master of Science, Taxation
Dowling College 1996 — 1998
Bachelor of Business Administration, Business & Accounting
Farmingdale State College 1994 — 1996
Associate of Science, Criminal Justice & Law Enforcement
Isaac Koenig's Marcum LLP Experience January 2010 - December 2012
Job Program Manager at KPMG US
Industry Information Technology and Services
Experience
KPMG US December 2012 - Present
Marcum LLP January 2010 - December 2012
Thomson Reuters June 2009 - February 2012
Parameds.com April 2009 - July 2009
Bear Stearns November 2006 - February 2009
MetLife May 2000 - November 2006
Board of Education Retirement System (BERS) January 2000 - May 2000
Skills
SQL Server, Microsoft Office, Servers, Deployment, Budgeting, Citrix, SDLC, Windows Server, Ubuntu, AIX, Solaris, Enterprise Vault, McAfee ePO, Active Directory, VBScript, Perl, Microsoft SQL Server, System Deployment, System Administration, Virtualization, Enterprise Architecture, Disaster Recovery, Data Center, VMware, IIS, Networking, Network Administration, Technical Support, Budgets, Project Management, Windows
Education
University of Maryland University College 2008 — 2010
MBA, Business
City University of New York-Brooklyn College 1998 — 2001
BS, CIS
Touro College 1997 — 1998
KPMG US December 2012 - Present
Marcum LLP January 2010 - December 2012
Thomson Reuters June 2009 - February 2012
Parameds.com April 2009 - July 2009
Bear Stearns November 2006 - February 2009
MetLife May 2000 - November 2006
Board of Education Retirement System (BERS) January 2000 - May 2000
Skills
SQL Server, Microsoft Office, Servers, Deployment, Budgeting, Citrix, SDLC, Windows Server, Ubuntu, AIX, Solaris, Enterprise Vault, McAfee ePO, Active Directory, VBScript, Perl, Microsoft SQL Server, System Deployment, System Administration, Virtualization, Enterprise Architecture, Disaster Recovery, Data Center, VMware, IIS, Networking, Network Administration, Technical Support, Budgets, Project Management, Windows
Education
University of Maryland University College 2008 — 2010
MBA, Business
City University of New York-Brooklyn College 1998 — 2001
BS, CIS
Touro College 1997 — 1998
Greg MacCune's Marcum LLP Experience 2010 - 2012
Job Associate Director at PCAOB
Industry Accounting
Experience
PCAOB 2012 - Present
Marcum LLP 2010 - 2012
UHY LLP 2006 - 2010
United States Navy Reserve 1991 - 2008
DiCicco, Gulman & Company 2004 - 2006
Ernst & Young 1991 - 2003
United States Navy 1984 - 1991
Education
Boston College 1980 — 1984
PCAOB 2012 - Present
Marcum LLP 2010 - 2012
UHY LLP 2006 - 2010
United States Navy Reserve 1991 - 2008
DiCicco, Gulman & Company 2004 - 2006
Ernst & Young 1991 - 2003
United States Navy 1984 - 1991
Education
Boston College 1980 — 1984
Michele Hodge's Marcum LLP Experience August 2015 - Present
Job Senior Manager at Marcum LLP
Industry Legal Services
Experience
Marcum LLP August 2015 - Present
Bloomberg BNA September 2014 - July 2015
The Wolf Group, PC December 2013 - July 2014
Deloitte January 2012 - December 2013
Marjorie Rawls Roberts, P.C. October 2009 - December 2011
Ernst & Young September 2006 - October 2009
U.S. House of Representatives January 2006 - May 2006
Taft Stettinius & Hollister LLP May 2004 - August 2004
Baker & Hostetler LLP May 2003 - August 2003
Sports Illustrated January 2000 - November 2001
Skills
Tax, Corporate Tax, International Tax, Tax Accounting, Tax Law, Tax Research, Income Tax, Cross-border..., Corporate Tax Planning, Tax Advisory, Trusts, M&A tax, US GAAP, Transfer Pricing
Education
Georgetown University Law Center 2005 — 2006
LLM, Taxation
Cleveland State University - Cleveland-Marshall College of Law 2002 — 2005
J.D., Law
Columbia University in the City of New York 1994 — 1998
B.A., Mathematics
Marcum LLP August 2015 - Present
Bloomberg BNA September 2014 - July 2015
The Wolf Group, PC December 2013 - July 2014
Deloitte January 2012 - December 2013
Marjorie Rawls Roberts, P.C. October 2009 - December 2011
Ernst & Young September 2006 - October 2009
U.S. House of Representatives January 2006 - May 2006
Taft Stettinius & Hollister LLP May 2004 - August 2004
Baker & Hostetler LLP May 2003 - August 2003
Sports Illustrated January 2000 - November 2001
Skills
Tax, Corporate Tax, International Tax, Tax Accounting, Tax Law, Tax Research, Income Tax, Cross-border..., Corporate Tax Planning, Tax Advisory, Trusts, M&A tax, US GAAP, Transfer Pricing
Education
Georgetown University Law Center 2005 — 2006
LLM, Taxation
Cleveland State University - Cleveland-Marshall College of Law 2002 — 2005
J.D., Law
Columbia University in the City of New York 1994 — 1998
B.A., Mathematics
Anil Chandra's Marcum LLP Experience December 2012 - May 2015
Job Audit Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP December 2012 - May 2015
Grant Thornton LLP March 2011 - September 2012
LECG (Formerly Smart Business Advisory & Consulting) September 2010 - March 2011
Wells Fargo 2006 - 2007
Skills
SEC filings, Accounting, Financial Reporting, GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Tax, US GAAP, Financial Statements, General Ledger, Microsoft Excel
Education
Drexel University 2005 — 2009
Bachelor of Science (BS), Business Administration
Drexel University - LeBow College of Business 2005 — 2009
Business Administrative, Accounting
Marcum LLP December 2012 - May 2015
Grant Thornton LLP March 2011 - September 2012
LECG (Formerly Smart Business Advisory & Consulting) September 2010 - March 2011
Wells Fargo 2006 - 2007
Skills
SEC filings, Accounting, Financial Reporting, GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Tax, US GAAP, Financial Statements, General Ledger, Microsoft Excel
Education
Drexel University 2005 — 2009
Bachelor of Science (BS), Business Administration
Drexel University - LeBow College of Business 2005 — 2009
Business Administrative, Accounting
Adam Windwer's Marcum LLP Experience November 2004 - December 2013
Job CFO at W Financial Fund
Industry Accounting
Experience
W Financial Fund January 2014 - Present
Marcum LLP November 2004 - December 2013
Skills
Tax Preparation, Financial Reporting, CPA, Auditing, Alternative Investments, US GAAP, Accounting, Tax, Valuation, Mutual Funds, SEC filings, Internal Controls, Assurance, Funding, GAAP, Financial Accounting
Education
Binghamton University - School of Management 1994 — 1998
BS, Accounting
W Financial Fund January 2014 - Present
Marcum LLP November 2004 - December 2013
Skills
Tax Preparation, Financial Reporting, CPA, Auditing, Alternative Investments, US GAAP, Accounting, Tax, Valuation, Mutual Funds, SEC filings, Internal Controls, Assurance, Funding, GAAP, Financial Accounting
Education
Binghamton University - School of Management 1994 — 1998
BS, Accounting
Peter Chatellier's Marcum LLP Experience January 2014 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Skills
Tax, Forensic Accounting, Accounting, S Corporations, Partnership Taxation, QuickBooks, Auditing, Income Tax, Small Business, Internal Controls, Mergers & Acquisitions, CPA, Corporate Tax, Tax Accounting, Tax Preparation, Business Valuation, Tax Returns, GAAP, Financial Reporting
Education
Brown University 1965 — 1969
Marcum LLP January 2014 - Present
Skills
Tax, Forensic Accounting, Accounting, S Corporations, Partnership Taxation, QuickBooks, Auditing, Income Tax, Small Business, Internal Controls, Mergers & Acquisitions, CPA, Corporate Tax, Tax Accounting, Tax Preparation, Business Valuation, Tax Returns, GAAP, Financial Reporting
Education
Brown University 1965 — 1969
Brian Chirco's Marcum LLP Experience January 2011 - August 2011
Job Tax Advisor at J.M. Forbes & Co. LLP
Industry Accounting
Experience
J.M. Forbes & Co. LLP January 2014 - Present
Berkshire Partners July 2011 - December 2013
Marcum LLP January 2011 - August 2011
Marcum LLP June 2010 - December 2010
UHY Advisors January 2009 - June 2010
UHY Advisors June 2007 - January 2009
Skills
Tax, Tax Accounting
Education
Suffolk University Law School 2000 — 2003
JD
Clark University 1996 — 2000
BA, Psychology/Sociology
J.M. Forbes & Co. LLP January 2014 - Present
Berkshire Partners July 2011 - December 2013
Marcum LLP January 2011 - August 2011
Marcum LLP June 2010 - December 2010
UHY Advisors January 2009 - June 2010
UHY Advisors June 2007 - January 2009
Skills
Tax, Tax Accounting
Education
Suffolk University Law School 2000 — 2003
JD
Clark University 1996 — 2000
BA, Psychology/Sociology
Nikka Yochim's Marcum LLP Experience July 1999 - Present
Job Senior Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP July 1999 - Present
Skills
Income Tax, Tax, CPA, Auditing, Corporate Tax, Management Consulting, ProSystem fx Tax, Tax Research, Financial Accounting, Financial Reporting, Internal Controls, Accounting, GAAP, Tax Preparation, Financial Analysis
Education
California State University-Northridge
Bachelor of Science (BS), Accounting
California State University-Northridge
Master of Science (M.S.), Taxation
Marcum LLP July 1999 - Present
Skills
Income Tax, Tax, CPA, Auditing, Corporate Tax, Management Consulting, ProSystem fx Tax, Tax Research, Financial Accounting, Financial Reporting, Internal Controls, Accounting, GAAP, Tax Preparation, Financial Analysis
Education
California State University-Northridge
Bachelor of Science (BS), Accounting
California State University-Northridge
Master of Science (M.S.), Taxation
Soheil Eftekhari's Marcum LLP Experience January 2012 - May 2012
Job Data Center Engineer for Professional Services at World Wide Technology
Industry Computer Software
Experience
World Wide Technology January 2015 - Present
Siwel Consulting October 2013 - January 2015
TekScape January 2013 - October 2013
Webhouse, Inc. May 2012 - January 2013
NetApp May 2012 - January 2013
Marcum LLP January 2012 - May 2012
IntraLinks August 2005 - December 2011
CRC computer center February 2004 - August 2005
Skills
SAN, VMware, Storage, Disaster Recovery, Data Center, VMware ESX, NetApp, Security, NAS, UCS, Windows Server, High Availability, iSCSI, Storage Virtualization, Hardware, Microsoft SQL Server, Enterprise Storage, VMware Infrastructure, Remote Monitoring, Microsoft Technologies, Fibre Channel, Server Architecture, TCP/IP, Storage Architecture, Server Administration, Production Support, Cisco UCS, Operating Systems, Storage Management, Active Directory, Network Administration, System Deployment, NetApp Filers, Virtualization, Deduplication, Windows Server 2008, Dell PowerEdge Servers, Teamwork, Solution Architecture, SnapManager, SnapMirror, HP Servers, vSphere, Windows Server 2012, FCoE, Remote Access, HP Blade, Replication, Cisco Technologies, HP
Education
Farmingdale State University of New York 2005 — 2011
Bachelor of Science, Security Systems, Graduated
Briarcliffe College 2000 — 2002
Associate, Computer Networking.
Syosset High School 1995 — 2000
Diploma, General Studies
World Wide Technology January 2015 - Present
Siwel Consulting October 2013 - January 2015
TekScape January 2013 - October 2013
Webhouse, Inc. May 2012 - January 2013
NetApp May 2012 - January 2013
Marcum LLP January 2012 - May 2012
IntraLinks August 2005 - December 2011
CRC computer center February 2004 - August 2005
Skills
SAN, VMware, Storage, Disaster Recovery, Data Center, VMware ESX, NetApp, Security, NAS, UCS, Windows Server, High Availability, iSCSI, Storage Virtualization, Hardware, Microsoft SQL Server, Enterprise Storage, VMware Infrastructure, Remote Monitoring, Microsoft Technologies, Fibre Channel, Server Architecture, TCP/IP, Storage Architecture, Server Administration, Production Support, Cisco UCS, Operating Systems, Storage Management, Active Directory, Network Administration, System Deployment, NetApp Filers, Virtualization, Deduplication, Windows Server 2008, Dell PowerEdge Servers, Teamwork, Solution Architecture, SnapManager, SnapMirror, HP Servers, vSphere, Windows Server 2012, FCoE, Remote Access, HP Blade, Replication, Cisco Technologies, HP
Education
Farmingdale State University of New York 2005 — 2011
Bachelor of Science, Security Systems, Graduated
Briarcliffe College 2000 — 2002
Associate, Computer Networking.
Syosset High School 1995 — 2000
Diploma, General Studies
Michael Castonguay, CPA's Marcum LLP Experience September 2013 - September 2014
Job Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2013 - September 2014
Marcum LLP October 2010 - September 2013
Jenzabar April 2009 - October 2010
KPMG Audit September 2006 - March 2009
Continental Resources June 2005 - August 2006
Skills
SEC filings, Sarbanes-Oxley Act, External Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2006
MS, Accounting
Loyola University Maryland 2001 — 2005
BBA, Accounting
Marcum LLP September 2013 - September 2014
Marcum LLP October 2010 - September 2013
Jenzabar April 2009 - October 2010
KPMG Audit September 2006 - March 2009
Continental Resources June 2005 - August 2006
Skills
SEC filings, Sarbanes-Oxley Act, External Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2006
MS, Accounting
Loyola University Maryland 2001 — 2005
BBA, Accounting
Leon Dutkiewicz's Marcum LLP Experience September 2009 - July 2010
Job at UK US Tax Services LLP
Industry Accounting
Experience
UK US Tax Services LLP July 2010 - Present
Marcum LLP September 2009 - July 2010
Margolis January 1999 - August 2009
cbiz 1995 - 2000
zelenkofske 1995 - 2000
Skills
Corporate Tax Planning, Personal Tax Planning, Tax Compliance, International Tax..., Tax Representation, International Business..., Mergers & Acquisitions, Financial Planners, Corporate Finance, Due Diligence, Transfer Pricing
Education
Temple University 1988 — 1990
Bachelor's degree, Accounting
Community College of Philadelphia 1986 — 1988
Associate of Science (A.S.), General Studies
UK US Tax Services LLP July 2010 - Present
Marcum LLP September 2009 - July 2010
Margolis January 1999 - August 2009
cbiz 1995 - 2000
zelenkofske 1995 - 2000
Skills
Corporate Tax Planning, Personal Tax Planning, Tax Compliance, International Tax..., Tax Representation, International Business..., Mergers & Acquisitions, Financial Planners, Corporate Finance, Due Diligence, Transfer Pricing
Education
Temple University 1988 — 1990
Bachelor's degree, Accounting
Community College of Philadelphia 1986 — 1988
Associate of Science (A.S.), General Studies
Abigail Yan's Marcum LLP Experience December 2008 - September 2011
Job Tax Manager at HBLA CPAs, Inc.
Industry Accounting
Experience
HBLA CPAs, Inc. January 2012 - Present
La Jolla Group LLC September 2011 - January 2012
Marcum LLP December 2008 - September 2011
Allen, Haight & Monaghan LLP July 2008 - October 2008
Allen, Haight & Monaghan LLP January 2008 - April 2008
Skills
GAAP, Accounting, Tax, CPA
Education
University of Southern California - Marshall School of Business 2014 — 2016
MBT, Taxation
University of California, Irvine 2005 — 2008
BA, Business Economics, Accounting
California State Polytechnic University-Pomona 2004 — 2005
HBLA CPAs, Inc. January 2012 - Present
La Jolla Group LLC September 2011 - January 2012
Marcum LLP December 2008 - September 2011
Allen, Haight & Monaghan LLP July 2008 - October 2008
Allen, Haight & Monaghan LLP January 2008 - April 2008
Skills
GAAP, Accounting, Tax, CPA
Education
University of Southern California - Marshall School of Business 2014 — 2016
MBT, Taxation
University of California, Irvine 2005 — 2008
BA, Business Economics, Accounting
California State Polytechnic University-Pomona 2004 — 2005
Stepanka Sipova, CPA's Marcum LLP Experience January 2011 - Present
Job Audit Supervisor at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2011 - Present
Skills
GAAP, Financial Accounting, Internal Controls, Accounting, Financial Reporting, US GAAP, Financial Analysis, Financial Statements, CPA, SEC Filings, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, Risk Assessment
Education
California State University-Northridge 2007 — 2009
Marcum LLP January 2011 - Present
Skills
GAAP, Financial Accounting, Internal Controls, Accounting, Financial Reporting, US GAAP, Financial Analysis, Financial Statements, CPA, SEC Filings, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, Risk Assessment
Education
California State University-Northridge 2007 — 2009
Sean Burke, CPA's Marcum LLP Experience January 2014 - Present
Job Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Braver PC 2009 - January 2014
Glen Ilacqua, CPA January 2009 - April 2009
Skills
GAAP, Tax Preparation, Accounting, Small Business, Income Tax
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MSA, Accounting
Stonehill College 2005 — 2009
BSBA, Accounting
Marcum LLP January 2014 - Present
Braver PC 2009 - January 2014
Glen Ilacqua, CPA January 2009 - April 2009
Skills
GAAP, Tax Preparation, Accounting, Small Business, Income Tax
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MSA, Accounting
Stonehill College 2005 — 2009
BSBA, Accounting
Michael Feinstein's Marcum LLP Experience September 2008 - Present
Job Partner Audit and Assurance Services at Marcum LLP.
Industry Accounting
Experience
Marcum LLP September 2008 - Present
Rothstein Kass November 2007 - August 2008
Grobstein, Horwath & Company LLP July 1990 - October 2007
Kenneth Leventhal & Company LLP 1971 - 1989
Skills
SOX consulting for..., Strategic Planning for..., Reverse Mergers, Forensic Accounting, PCAOB audits of..., Services to bankruptcy..., Cross-border M&A, Peer reviews of CPA..., PCAOB inspection of..., Certified Fraud Examiner, Certified Valuation..., Auditing, Valuation, CPA, Accounting, Tax, Start-ups, SEC filings, Mergers & Acquisitions, Assurance, Business Valuation, Sarbanes-Oxley Act, Financial Statements, SEC Filings, Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1967 — 1971
BS, Accounting
California State Polytechnic University-Pomona 1967 — 1971
BS, Accounting
Marcum LLP September 2008 - Present
Rothstein Kass November 2007 - August 2008
Grobstein, Horwath & Company LLP July 1990 - October 2007
Kenneth Leventhal & Company LLP 1971 - 1989
Skills
SOX consulting for..., Strategic Planning for..., Reverse Mergers, Forensic Accounting, PCAOB audits of..., Services to bankruptcy..., Cross-border M&A, Peer reviews of CPA..., PCAOB inspection of..., Certified Fraud Examiner, Certified Valuation..., Auditing, Valuation, CPA, Accounting, Tax, Start-ups, SEC filings, Mergers & Acquisitions, Assurance, Business Valuation, Sarbanes-Oxley Act, Financial Statements, SEC Filings, Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1967 — 1971
BS, Accounting
California State Polytechnic University-Pomona 1967 — 1971
BS, Accounting
Sarah Ash, CPA's Marcum LLP Experience January 2005 - January 2008
Job Associate Director at Protiviti
Industry Consumer Services
Experience
Protiviti January 2008 - Present
Marcum LLP January 2005 - January 2008
Skills
US GAAP, Financial Reporting, SEC filings, Auditing, Financial Analysis, Internal Controls, Accounting Consulting, Technical Accounting..., GAAP, CPA, External Audit, Enterprise Risk..., Accounting, SEC Filings, Finance, Financial Accounting
Education
Binghamton University - School of Management 2004 — 2004
Master of Science, Accounting
State University of New York College at Geneseo 1999 — 2003
Bachelor of Science, Accounting
Protiviti January 2008 - Present
Marcum LLP January 2005 - January 2008
Skills
US GAAP, Financial Reporting, SEC filings, Auditing, Financial Analysis, Internal Controls, Accounting Consulting, Technical Accounting..., GAAP, CPA, External Audit, Enterprise Risk..., Accounting, SEC Filings, Finance, Financial Accounting
Education
Binghamton University - School of Management 2004 — 2004
Master of Science, Accounting
State University of New York College at Geneseo 1999 — 2003
Bachelor of Science, Accounting
John Cerniglia, CPA's Marcum LLP Experience June 2007 - May 2010
Job Senior Accountant at Quest Diagnostics
Industry Accounting
Experience
Quest Diagnostics January 2011 - Present
Marcum LLP June 2007 - May 2010
Lorillard Inc. July 2004 - June 2007
Skills
Financial Reporting, Accounts Payable, Accounting, Financial Analysis, Accounts Receivable, Variance Analysis
Education
Susquehanna University 2000 — 2004
B.S., Business Administration
Delaware County Community College 2006 — 2007
Professional Certificate, Accounting
Quest Diagnostics January 2011 - Present
Marcum LLP June 2007 - May 2010
Lorillard Inc. July 2004 - June 2007
Skills
Financial Reporting, Accounts Payable, Accounting, Financial Analysis, Accounts Receivable, Variance Analysis
Education
Susquehanna University 2000 — 2004
B.S., Business Administration
Delaware County Community College 2006 — 2007
Professional Certificate, Accounting
Patricia Werst's Marcum LLP Experience June 2008 - Present
Job Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP June 2008 - Present
Education
Boston College
BS, Accounting
Marcum LLP June 2008 - Present
Education
Boston College
BS, Accounting
Monis Siddiqui, CPA's Marcum LLP Experience November 2014 - Present
Job Real Estate Auditor
Industry Real Estate
Experience
Marcum LLP November 2014 - Present
Skills
Auditing, Internal Controls, Accounting, GAAP, Account Reconciliation, Financial Statements, Variance Analysis, Forecasting, Tax, Tax Returns, QuickBooks, Financial Reporting, Financial Accounting, Financial Analysis, Tax Preparation
Education
City University of New York 2002 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Marcum LLP November 2014 - Present
Skills
Auditing, Internal Controls, Accounting, GAAP, Account Reconciliation, Financial Statements, Variance Analysis, Forecasting, Tax, Tax Returns, QuickBooks, Financial Reporting, Financial Accounting, Financial Analysis, Tax Preparation
Education
City University of New York 2002 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Lindsay Sperling's Marcum LLP Experience January 2009 - July 2012
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
True Partners Consulting August 2012 - May 2014
Marcum LLP January 2009 - July 2012
Skills
Corporate Tax, SEC filings, GAAP, Tax Research, Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Accounting, Tax Returns
Education
Dowling College
Bachelor of Business Administration (B.B.A.), Accounting
Andersen Tax May 2014 - Present
True Partners Consulting August 2012 - May 2014
Marcum LLP January 2009 - July 2012
Skills
Corporate Tax, SEC filings, GAAP, Tax Research, Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Accounting, Tax Returns
Education
Dowling College
Bachelor of Business Administration (B.B.A.), Accounting
J Derek White's Marcum LLP Experience September 2013 - Present
Job Assurance Senior Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2013 - Present
Marcum LLP January 2011 - September 2013
UHY Advisors 2007 - 2010
Skills
CPA, Financial Analysis, Financial Reporting, GAAP, Auditing, SEC Financial Reporting, Hedge Funds, Broker-Dealer, Cost Accounting
Education
Bryant University
MBA, Finance
University of Massachusetts Dartmouth
BS, Accounting
Marcum LLP September 2013 - Present
Marcum LLP January 2011 - September 2013
UHY Advisors 2007 - 2010
Skills
CPA, Financial Analysis, Financial Reporting, GAAP, Auditing, SEC Financial Reporting, Hedge Funds, Broker-Dealer, Cost Accounting
Education
Bryant University
MBA, Finance
University of Massachusetts Dartmouth
BS, Accounting
Ian Nicoll's Marcum LLP Experience September 2014 - Present
Job Senior Accountant at Marcum LLP
Industry Financial Services
Experience
Marcum LLP September 2014 - Present
Marcum LLP January 2014 - September 2014
Instron March 2013 - December 2013
Braver PC June 2010 - March 2013
Special Olympics Massachusetts 2010 - March 2013
LEGO Group May 2009 - August 2009
Skills
Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, General Ledger, Internal Controls, SAP, Financial Analysis, Financial Accounting, Financial Statements, Accounts Payable, Tax, Account Reconciliation, Fixed Assets, Accruals, Accounts Receivable, Financial Audits, Tax Preparation, CPA
Education
Isenberg School of Management, UMass Amherst 2013 — 2015
Master of Business Administration (MBA)
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Marcum LLP September 2014 - Present
Marcum LLP January 2014 - September 2014
Instron March 2013 - December 2013
Braver PC June 2010 - March 2013
Special Olympics Massachusetts 2010 - March 2013
LEGO Group May 2009 - August 2009
Skills
Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, General Ledger, Internal Controls, SAP, Financial Analysis, Financial Accounting, Financial Statements, Accounts Payable, Tax, Account Reconciliation, Fixed Assets, Accruals, Accounts Receivable, Financial Audits, Tax Preparation, CPA
Education
Isenberg School of Management, UMass Amherst 2013 — 2015
Master of Business Administration (MBA)
Bryant University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Chris Callan, CPA's Marcum LLP Experience October 2012 - April 2014
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP April 2014 - Present
Marcum LLP October 2012 - April 2014
Wild Brain Entertainment, Inc. March 2010 - September 2012
Education
California State University-Chico
BS, Professional Accounting
BDO USA, LLP April 2014 - Present
Marcum LLP October 2012 - April 2014
Wild Brain Entertainment, Inc. March 2010 - September 2012
Education
California State University-Chico
BS, Professional Accounting
Joseph Weinstein's Marcum LLP Experience January 2012 - July 2012
Job Associate Real Estate and Trusts & Estates at OFECK & HEINZE LLP
Industry Legal Services
Experience
OFECK & HEINZE LLP June 2013 - Present
Baruch College, Zicklin School of Business Graduate Programs January 2013 - September 2014
Marcum LLP January 2012 - July 2012
Law Offices of Chaim Berkowitz 2009 - January 2012
WeiserMazars LLP 2005 - 2008
Skills
Income Tax, Trusts, Estate Planning, Wills, Tax Research, Real Estate, Estate Law, Tax, Corporate Law, General Ledger, Finance, Gift Tax, Due Diligence, Tax Preparation, Partnership Taxation, Corporate Tax, Accounting, Internal Controls, Tax Accounting, Charities, Estate Tax Planning, Tax Returns
Education
New York Law School
Master of Laws (LL.M.), Taxation
Brooklyn Law School
Doctor of Law (JD)
City University of New York-Queens College
Bachelor of Arts (B.A.), Accounting
OFECK & HEINZE LLP June 2013 - Present
Baruch College, Zicklin School of Business Graduate Programs January 2013 - September 2014
Marcum LLP January 2012 - July 2012
Law Offices of Chaim Berkowitz 2009 - January 2012
WeiserMazars LLP 2005 - 2008
Skills
Income Tax, Trusts, Estate Planning, Wills, Tax Research, Real Estate, Estate Law, Tax, Corporate Law, General Ledger, Finance, Gift Tax, Due Diligence, Tax Preparation, Partnership Taxation, Corporate Tax, Accounting, Internal Controls, Tax Accounting, Charities, Estate Tax Planning, Tax Returns
Education
New York Law School
Master of Laws (LL.M.), Taxation
Brooklyn Law School
Doctor of Law (JD)
City University of New York-Queens College
Bachelor of Arts (B.A.), Accounting
Jim Rowen's Marcum LLP Experience
Job Senior Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP
Skills
Tax, Financial Reporting, Auditing, GAAP, Accounting, Tax Research, Corporate Tax, CPA, Income Tax, Partnership Taxation, Assurance
Education
Drexel University 1983 — 1988
Bachelor’s Degree, Accounting
Marcum LLP
Skills
Tax, Financial Reporting, Auditing, GAAP, Accounting, Tax Research, Corporate Tax, CPA, Income Tax, Partnership Taxation, Assurance
Education
Drexel University 1983 — 1988
Bachelor’s Degree, Accounting
Rebecca Watsky, EA MST's Marcum LLP Experience August 2009 - May 2010
Job Tax Manager at MKS Instruments
Industry Accounting
Experience
MKS Instruments May 2012 - Present
Corporate Tax Group August 2010 - May 2012
Marcum LLP August 2009 - May 2010
Deloitte Tax LLP November 2006 - May 2009
PricewaterhouseCoopers LLP September 2004 - October 2006
Skills
Corporate Tax Compliance, FAS109, Tax Research, Corporate Tax, Tax, Tax Returns, Tax Services, CPA, Tax Accounting
Education
Suffolk University - Sawyer Business School 2004 — 2006
MST, Tax
Bryant University 2001 — 2004
BA, Accounting
MKS Instruments May 2012 - Present
Corporate Tax Group August 2010 - May 2012
Marcum LLP August 2009 - May 2010
Deloitte Tax LLP November 2006 - May 2009
PricewaterhouseCoopers LLP September 2004 - October 2006
Skills
Corporate Tax Compliance, FAS109, Tax Research, Corporate Tax, Tax, Tax Returns, Tax Services, CPA, Tax Accounting
Education
Suffolk University - Sawyer Business School 2004 — 2006
MST, Tax
Bryant University 2001 — 2004
BA, Accounting
Ricky Sun's Marcum LLP Experience January 2010 - May 2013
Job Licensed Real Estate Salesperson at SCY Realty
Industry Real Estate
Experience
SCY Realty June 2014 - Present
Marcum LLP January 2010 - May 2013
Skills
Microsoft Excel
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2010
B.A, Criminology
SCY Realty June 2014 - Present
Marcum LLP January 2010 - May 2013
Skills
Microsoft Excel
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2010
B.A, Criminology
Alyssa Walls's Marcum LLP Experience November 2009 - October 2012
Job Internal Auditor at Bose Corporation
Industry Accounting
Experience
Bose Corporation October 2012 - Present
Marcum LLP November 2009 - October 2012
Education
Boston College 2008 — 2009
M.S., Accounting
Saint Anselm College 2004 — 2008
B.A., Accounting
Bose Corporation October 2012 - Present
Marcum LLP November 2009 - October 2012
Education
Boston College 2008 — 2009
M.S., Accounting
Saint Anselm College 2004 — 2008
B.A., Accounting
Edmund Han's Marcum LLP Experience September 2014 - Present
Job Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2014 - Present
Marks Paneth & Shron LLP December 2013 - November 2014
Eshel & Partners LLP January 2011 - December 2013
Brooklyn College June 2006 - January 2011
Skills
Accounting, Auditing, Financial Accounting, Budgets, IFRS, Financial Reporting, Internal Controls, US GAAP, QuickBooks, Financial Statements, Tax, Microsoft Excel, GAAP
Education
City University of New York-Brooklyn College
Marcum LLP September 2014 - Present
Marks Paneth & Shron LLP December 2013 - November 2014
Eshel & Partners LLP January 2011 - December 2013
Brooklyn College June 2006 - January 2011
Skills
Accounting, Auditing, Financial Accounting, Budgets, IFRS, Financial Reporting, Internal Controls, US GAAP, QuickBooks, Financial Statements, Tax, Microsoft Excel, GAAP
Education
City University of New York-Brooklyn College
Joshua Frumberg's Marcum LLP Experience 2005 - 2006
Job
Industry Financial Services
Experience
Golden Arc Capital April 2015 - Present
Citi November 2013 - April 2015
Morgan Stanley 2012 - 2013
Morgan Stanley 2009 - 2012
Ernst & Young 2006 - 2009
Marcum LLP 2005 - 2006
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A., Corporate Finance, Accounting
Binghamton University - School of Management 2000 — 2004
B.S., Accounting
Murdoch University 2002 — 2002
Study Abroad Program
Golden Arc Capital April 2015 - Present
Citi November 2013 - April 2015
Morgan Stanley 2012 - 2013
Morgan Stanley 2009 - 2012
Ernst & Young 2006 - 2009
Marcum LLP 2005 - 2006
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A., Corporate Finance, Accounting
Binghamton University - School of Management 2000 — 2004
B.S., Accounting
Murdoch University 2002 — 2002
Study Abroad Program
Karolina Campbell's Marcum LLP Experience September 2014 - June 2015
Job MultiLingual Accounting and Finance Professional
Industry Accounting
Experience
Marcum LLP September 2014 - June 2015
EisnerAmper LLP June 2013 - August 2013
Deloitte June 2013 - August 2013
Becker Professional Education September 2012 - May 2013
Volunteer Income Tax Assist February 2013 - April 2013
Wilkin & Guttenplan, P.C. June 2012 - August 2012
United Way February 2012 - April 2012
Skills
Microsoft Excel, Public Speaking, Time Management, Accounting, Multilingual, Financial Accounting, PowerPoint, Fundraising, Multi-lingual, Financial Analysis, QuickBooks, Customer Service, Auditing, Quicken, Business Valuation, Microsoft Word, Tax Preparation, Cash Flow Analysis, Team Leadership
Education
Monmouth University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Double Major in Accounting and Finance, 3.43
Brookdale Community College 2009 — 2011
Associate's, Business Administration
Marcum LLP September 2014 - June 2015
EisnerAmper LLP June 2013 - August 2013
Deloitte June 2013 - August 2013
Becker Professional Education September 2012 - May 2013
Volunteer Income Tax Assist February 2013 - April 2013
Wilkin & Guttenplan, P.C. June 2012 - August 2012
United Way February 2012 - April 2012
Skills
Microsoft Excel, Public Speaking, Time Management, Accounting, Multilingual, Financial Accounting, PowerPoint, Fundraising, Multi-lingual, Financial Analysis, QuickBooks, Customer Service, Auditing, Quicken, Business Valuation, Microsoft Word, Tax Preparation, Cash Flow Analysis, Team Leadership
Education
Monmouth University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Double Major in Accounting and Finance, 3.43
Brookdale Community College 2009 — 2011
Associate's, Business Administration
Adam Matos's Marcum LLP Experience March 2011 - Present
Job Systems Administrator at Marcum LLP
Industry Financial Services
Experience
Marcum LLP March 2011 - Present
Tullett Prebon December 2007 - March 2011
Atlantic Tomorrow's Office May 2007 - December 2007
United States Air Force February 2003 - February 2007
Salomon Smith Barney December 2000 - December 2002
The Beacon School September 1998 - November 2000
Skills
Active Directory, Troubleshooting, WAN, Microsoft Office, Windows, Windows 7, DNS, DHCP, Security, Information Technology, Microsoft Exchange, McAfee, System Administration, Telecommunications, Team Building, Servers, Technical Support, VPN, Mac, IIS, BES, McAfee ePO, Ghost, Android, IronKey, WAP, Electrical Wiring, Cisco, VOIP, Wire Maintenance, Network Security, System Deployment, Citrix, Visio, Symantec Endpoint..., Integration, Technical Documentation, TCP/IP, LAN-WAN, Blackberry, Group Policy, McAfee DLP, Powershell, Data Center, Operating Systems, Software Documentation, SCCM, Hyper-V
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Network and Communications Management, Network Management
DeVry University 2006 — 2011
Bachelor of Science in Technical Management, Technical Management
Marcum LLP March 2011 - Present
Tullett Prebon December 2007 - March 2011
Atlantic Tomorrow's Office May 2007 - December 2007
United States Air Force February 2003 - February 2007
Salomon Smith Barney December 2000 - December 2002
The Beacon School September 1998 - November 2000
Skills
Active Directory, Troubleshooting, WAN, Microsoft Office, Windows, Windows 7, DNS, DHCP, Security, Information Technology, Microsoft Exchange, McAfee, System Administration, Telecommunications, Team Building, Servers, Technical Support, VPN, Mac, IIS, BES, McAfee ePO, Ghost, Android, IronKey, WAP, Electrical Wiring, Cisco, VOIP, Wire Maintenance, Network Security, System Deployment, Citrix, Visio, Symantec Endpoint..., Integration, Technical Documentation, TCP/IP, LAN-WAN, Blackberry, Group Policy, McAfee DLP, Powershell, Data Center, Operating Systems, Software Documentation, SCCM, Hyper-V
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Network and Communications Management, Network Management
DeVry University 2006 — 2011
Bachelor of Science in Technical Management, Technical Management
Shannon Bollin's Marcum LLP Experience February 2013 - May 2013
Job CPA, MST
Industry Accounting
Experience
Marcum LLP February 2013 - May 2013
Parent, McLaughlin & Nangle, CPAs December 2000 - February 2013
Skills
Income Tax, Corporate Tax, Tax Preparation, Tax, Tax Returns, Tax Research, Accounting, IRS, General Ledger, Financial Accounting, QuickBooks, ProSystem fx Tax, US Tax, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master's degree, Taxation
Bridgewater State College 1992 — 1995
Bachelor's degree, Accounting
Marcum LLP February 2013 - May 2013
Parent, McLaughlin & Nangle, CPAs December 2000 - February 2013
Skills
Income Tax, Corporate Tax, Tax Preparation, Tax, Tax Returns, Tax Research, Accounting, IRS, General Ledger, Financial Accounting, QuickBooks, ProSystem fx Tax, US Tax, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master's degree, Taxation
Bridgewater State College 1992 — 1995
Bachelor's degree, Accounting
Dennis Zinkevich's Marcum LLP Experience September 2012 - Present
Job Sr. Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2012 - Present
Skills
Corporate Tax, Tax Accounting, Partnership Taxation, High Net Worth...
Education
Pace University
MS, Tax
Brooklyn College
Accounting
Marcum LLP September 2012 - Present
Skills
Corporate Tax, Tax Accounting, Partnership Taxation, High Net Worth...
Education
Pace University
MS, Tax
Brooklyn College
Accounting
Eric Resnick's Marcum LLP Experience 1992 - May 2015
Job Senior Manager at Pellini, Gold, Cordes, LLC
Industry Accounting
Experience
Pellini, Gold, Cordes, LLC June 2015 - Present
Marcum LLP 1992 - May 2015
Skills
Auditing, CPA, GAAP, SEC filings, S Corporations, Tax, Corporate Tax, Financial Reporting, Accounting, Tax Preparation, Internal Controls, Income Tax, Financial Statements, ProSystem fx Tax, Tax Research, Partnership Taxation, SEC Filings
Education
Drexel University - LeBow College of Business 1987 — 1992
BS, Accounting
HHS
Pellini, Gold, Cordes, LLC June 2015 - Present
Marcum LLP 1992 - May 2015
Skills
Auditing, CPA, GAAP, SEC filings, S Corporations, Tax, Corporate Tax, Financial Reporting, Accounting, Tax Preparation, Internal Controls, Income Tax, Financial Statements, ProSystem fx Tax, Tax Research, Partnership Taxation, SEC Filings
Education
Drexel University - LeBow College of Business 1987 — 1992
BS, Accounting
HHS
Yun Zhai's Marcum LLP Experience May 2006 - July 2011
Job Accounting Professional
Industry Accounting
Experience
Lindquist, von Husen & Joyce January 2012 - July 2012
Marcum LLP May 2006 - July 2011
Claremont Resort & Spa November 2005 - May 2006
Skills
Fluent in spoken and..., Microsoft Word,...
Education
California State University-East Bay 2001 — 2005
Bachelor of Science, Accounting
Lindquist, von Husen & Joyce January 2012 - July 2012
Marcum LLP May 2006 - July 2011
Claremont Resort & Spa November 2005 - May 2006
Skills
Fluent in spoken and..., Microsoft Word,...
Education
California State University-East Bay 2001 — 2005
Bachelor of Science, Accounting
Jenifer Aiello's Marcum LLP Experience November 2007 - August 2010
Job Administrative Assistant at State National Companies
Industry Insurance
Experience
State National Companies December 2011 - Present
Marcum LLP November 2007 - August 2010
Ron Weber & Associates 1995 - 1997
Skills
Microsoft Office, Mac OS X, Windows 7, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Access, Software Documentation, Customer Service, Visio, Troubleshooting, System Administration, QuickBooks, Social Media
Education
DePaul University 2003 — 2006
Bachelor of Arts (B.A.), Political Science and Government
State National Companies December 2011 - Present
Marcum LLP November 2007 - August 2010
Ron Weber & Associates 1995 - 1997
Skills
Microsoft Office, Mac OS X, Windows 7, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Access, Software Documentation, Customer Service, Visio, Troubleshooting, System Administration, QuickBooks, Social Media
Education
DePaul University 2003 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Dandan Ren's Marcum LLP Experience November 2007 - November 2012
Job Assistant Controller at YMCA of Delaware
Industry Accounting
Experience
YMCA of Delaware April 2013 - Present
Marcum LLP November 2007 - November 2012
Education
Drexel University - College of Business and Administration 2001 — 2006
Bachelor's degree, Accounting
YMCA of Delaware April 2013 - Present
Marcum LLP November 2007 - November 2012
Education
Drexel University - College of Business and Administration 2001 — 2006
Bachelor's degree, Accounting
August Zeidler's Marcum LLP Experience January 2014 - April 2014
Job Student at Bryant University
Industry Accounting
Experience
Marcum LLP January 2014 - April 2014
Education
Bryant University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
University of New Haven 2011 — 2012
Marcum LLP January 2014 - April 2014
Education
Bryant University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
University of New Haven 2011 — 2012
Jamie Parcon's Marcum LLP Experience October 2012 - December 2014
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
Marcum LLP October 2012 - December 2014
Skills
Assurance, SEC filings, US GAAP, CPA, GAAP, Auditing, External Audit, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Accounting, Revenue Recognition, SEC Filings
Education
California State University-Northridge 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance
BDO USA, LLP December 2014 - Present
Marcum LLP October 2012 - December 2014
Skills
Assurance, SEC filings, US GAAP, CPA, GAAP, Auditing, External Audit, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Accounting, Revenue Recognition, SEC Filings
Education
California State University-Northridge 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Susanna jue's Marcum LLP Experience 2009 - 2012
Job CFO at Renzei Holdings Inc
Industry
Experience
Renzei Holdings Inc 2012 - Present
Marcum LLP 2009 - 2012
Stonefield Josephson and then Merged to Marcum LLP 1998 - 2010
Ernst and Young 1996 - 1998
Skills
Auditing, Financial Reporting, Due Diligence, Mergers & Acquisitions, Internal Controls, SEC Filings, Finance, Financial Analysis
Education
California State University-Northridge
Bachelor’s Degree, Accounting, Honor
Renzei Holdings Inc 2012 - Present
Marcum LLP 2009 - 2012
Stonefield Josephson and then Merged to Marcum LLP 1998 - 2010
Ernst and Young 1996 - 1998
Skills
Auditing, Financial Reporting, Due Diligence, Mergers & Acquisitions, Internal Controls, SEC Filings, Finance, Financial Analysis
Education
California State University-Northridge
Bachelor’s Degree, Accounting, Honor
Glenn Tanzer's Marcum LLP Experience November 2007 - Present
Job Senior Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP November 2007 - Present
Skills
Corporate Tax, Tax, GAAP, Accounting, CPA, International Tax, Tax Research, Income Tax, Partnership Taxation, Tax Accounting, Tax Advisory, Tax Preparation, Auditing, Financial Analysis, Financial Reporting
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Marcum LLP November 2007 - Present
Skills
Corporate Tax, Tax, GAAP, Accounting, CPA, International Tax, Tax Research, Income Tax, Partnership Taxation, Tax Accounting, Tax Advisory, Tax Preparation, Auditing, Financial Analysis, Financial Reporting
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Ani Nazarian's Marcum LLP Experience 2006 - 2013
Job Accounting & Administration Assistant
Industry Accounting
Experience
Marcum LLP 2006 - 2013
Education
Dowling College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Marcum LLP 2006 - 2013
Education
Dowling College 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY