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
BDO USA, LLP March 2011 - March 2014
EisnerAmper LLP October 2007 - December 2008
Marcum LLP February 2007 - October 2007
Skills
Corporate Tax, Tax Research, Tax, Tax Accounting, Income Tax, Tax Preparation, Partnership Taxation, International Tax, Accounting, Tax Returns, Individual Tax, Tax Review
Education
City University of New York-Queens College 2003 — 2006
Bachelor of Arts (B.A.), Accounting
MiX Telematics March 2014 - Present
Fleetgistics January 2013 - March 2014
Marcum LLP April 2009 - January 2013
Moyle, Flanigan, Katz, Breton, White, & Krasker, P.A. April 2007 - April 2009
Moyle, Flanigan, Katz, Breton, White & Krasker PA May 2006 - April 2007
Cherry & Edgar, P.A. February 2005 - May 2006
Barbee & Associates 2003 - 2006
Skills
Forensic Accounting, Accounting, Internal Controls, Tax, GAAP, Financial Statements, Financial Reporting, Account Reconciliation, Litigation Support, Financial Analysis, Finance, Bankruptcy, CPA, Operations Management, Forensic Analysis, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Tax Services, Quickbooks, Fraud, Treasury Management, Reporting & Analysis, IFRS, Financial Forecasting, Microsoft Excel, US GAAP, Management Accounting, Cash Flow, Internal Audit, Cognos, Microsoft Dynamics GP, Forecasting, Operating Budgets, QuickBooks
Education
University of Phoenix 2010 — 2011
MSA, Masters of Science in Accountancy, 3.45
University of Phoenix 2007 — 2010
BS, Accounting, 3.6
Palm Beach Community College 2000 — 2004
AA, Accounting, 3.7
BTQ Financial 2010 - October 2014
Rothstein Kass, CPA's 2008 - 2010
Marcum LLP 2006 - 2008
Deloitte - Harare and New York 2003 - 2006
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Nonprofits, Internal Audit, Managerial Finance, Cash Flow, Great Plains Software, US GAAP, Account Reconciliation, External Audit, Internal Controls, IFRS, GAAP, Financial Accounting
Education
Rhodes University
Bachelor of Commerce
University of South Africa
Honors Bachelor of Accounting Science
Marcum LLP September 2015 - Present
Marcum LLP December 2013 - Present
McGladrey October 2013 - December 2013
McGladrey October 2012 - October 2013
McGladrey May 2011 - October 2012
Petrinovich Pugh & Company, LLP September 2006 - May 2011
Texas Rangers Baseball Club June 2005 - April 2006
Skills
Accounting, Auditing, Financial Analysis, CPA, Revenue Recognition, Financial Reporting, Financial Modeling, US GAAP, Financial Accounting, Finance, GAAP, Internal Controls, Assurance
Education
Santa Clara University 2006 — 2006
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
Santa Clara University 2000 — 2005
Bachelor of Arts (B.A.), Marketing
Santa Clara University - Leavey School of Business 2000 — 2004
Bachelor's degree, Marketing
CohnReznick LLP July 2015 - Present
EisnerAmper LLP August 2005 - June 2015
Skinklinic Inc. 2003 - 2005
Marcum LLP December 2002 - July 2003
The Bisys Group Inc March 2000 - December 2002
Playknits Inc. August 1994 - February 2000
DDK & Company LLP June 1991 - August 1994
KPMG 1986 - 1991
Skills
GAAP, Accounting, SEC filings, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley, Financial Statements, SEC, IFRS, Internal Audit, Internal Controls, Financial Analysis, CPA, External Audit, Finance, Due Diligence
Education
Pace University - Lubin School of Business 1987 — 1989
Accounting
University at Albany, SUNY 1982 — 1986
Clarkstown High School North 1978 — 1982
City of Boston Police Dept. 2005 - Present
BU School of Medicine 2006 - 2013
Marcum LLP May 2011 - July 2011
Skills
Criminal Investigations, Internal Investigations, Search Warrants, Ethics, Legal Issues
Education
Northeastern University 1992 — 1995
Advanced Graduate Studies, Law, Policy & Soociety
Suffolk Law School 1982 — 1986
Doctor of Law (JD)
Dawson And Associates, CPA, PA June 2015 - Present
Marcum LLP January 2014 - April 2015
Alexnor Inc. May 2010 - December 2013
Biltmore Enterprises/Noralex Enterprises June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PowerPoint, Accounting, Management, Accounts Payable, Budgets, Financial Statements, Banking, Time Management, Bank Reconciliation, Finance, Tax, Tax Returns, Internal Audit, Microsoft Office
Education
Nova Southeastern University 2014 — 2015
Master of Taxation
Florida International University 2010 — 2014
Accounting
PwC August 2015 - Present
Wilson's Appliance May 2013 - Present
PwC June 2015 - August 2015
Marcum LLP January 2015 - April 2015
Becker CPA Exam Review January 2014 - April 2015
Absolute Accounting & Business Solutions October 2013 - December 2014
Internal Revenue Service January 2014 - April 2014
NSU Arena November 2012 - December 2013
Sharkline September 2012 - December 2013
Domino's Pizza November 2010 - July 2013
Skills
Spanish, Customer Service, Data Entry, Filing, Account Reconciliation, Bilingual-English/Spanis..., Microsoft Office 2007, Cashiering, Payroll, QuickBooks, Outlook, Time Management, Telephone Skills, Social Media, Microsoft Office, Public Speaking
Education
Nova Southeastern University 2015 — 2017
Masters of Taxation
Nova Southeastern University 2012 — 2015
Bachelor's degree, Accounting, 3.68 GPA on a 4.0 scale
Delcastle Technical High School 2008 — 2012
Business Technology, 3.6 GPA out of 4.0
PwC July 2014 - Present
Marcum LLP October 2011 - June 2014
Stephen Wan Accountancy Corp. November 2009 - October 2011
WattStopper September 2008 - January 2009
Columbia Forest Products July 2007 - June 2008
Skills
SEC filings, Accounting, CPA, GAAP, US GAAP, Assurance, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Statements, Financial Reporting
Education
Portland State University 2004 — 2008
Bachelor of Arts (BA), Accounting
Marcum LLP January 2014 - January 2015
Onni Group of Companies August 2012 - January 2013
WorkLink Employment Resource Centre September 2009 - April 2012
WorkLink 2009 - 2010
Recreational Real estate companies in Vancouver (I worked for various companies) September 2004 - September 2008
Skills
Management, Budgets, Marketing, Condos, Real Estate Development, Social Media, New Home Sales, Real Estate, Property Management, Time Management, CRM, Customer Service, Recruiting, Sales Operations, Public Relations, Strategy, Construction, Human Resources, Team Leadership, Sales, Residential Homes, Selling, Single Family Homes, Negotiation, Competitive Analysis
Education
Simon Fraser University 2009 — 2009
Marcum LLP January 2015 - Present
Cornerstone January 2013 - March 2013
Skills
Microsoft Excel, Financial Reporting, Financial Statements, Microsoft Office, US GAAP, Revenue Recognition, Sarbanes-Oxley Act, Assurance, QuickBooks, Social Media, Financial Modeling, Management, Finance
Education
Pace University - Lubin School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Beaver Visitec International February 2015 - Present
Marcum, LLP March 2013 - February 2015
Simmons College September 2010 - August 2013
Skills
Printers, Microsoft Office, Software Installation, Windows 7, Remote Desktop, Troubleshooting, Hardware Support, Technical Support, System Deployment, Technical Documentation, Computer Hardware, Outlook, Active Directory, VPN, OS X, Microsoft Exchange, Mobile Devices, Training, Thunderbird, Photoshop, Remote Support, Video Conferencing, Computer Diagnostics, Blackberry Management..., Encryption, SharePoint..., SharePoint Designer, Backup Exec, Symantec Endpoint..., Image Capture, Powershell
Education
Simmons College 2006 — 2011
BA, Information Technology, Computer Science, Art
Wentworth Institute of Technology 2010 — 2011
Computer Science
Marcum LLP September 2015 - Present
Marcum LLP January 2015 - September 2015
O'Connor Davies, LLP September 2013 - December 2014
Merrill Lynch September 2012 - June 2013
Staples October 2006 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Typing, Internet, PowerPoint, Proofreading, Customer Service
Education
Sacred Heart University
Bachelor of Science (BS), Accounting and Criminal Justice
Seattle Humane Society August 2013 - Present
N/A December 2012 - August 2013
Starbucks June 2006 - December 2012
Marcum LLP June 2001 - May 2006
Skills
Accounting, GAAP, Tax, Financial Reporting, Financial Accounting, Tax Preparation, CPA
Education
University of Southern California 2000 — 2001
Masters, Business Taxation
Seattle University 1996 — 2000
Bachelor's degree, Accounting
Marcum LLP September 2002 - Present
Marcum LLP September 2002 - Present
Hartford Fireants, LLC January 2000 - Present
Skills
Auditing, CPA, Internal Controls, Financial Analysis, GAAP, Tax, Microsoft Office, Accounting, Financial Reporting, Corporate Tax, Assurance, SEC filings, US GAAP, Partnership Taxation, Microsoft Excel, Sarbanes-Oxley Act, Financial Accounting, Forensic Accounting
Education
Quinnipiac University 1998 — 2002
Bachelors, Accounting
Quinnipiac University 1998 — 2002
bachelors in accounting, Accounting
Burzenski & Company, PC August 2014 - Present
Weinstein & Anastasio, P.C. November 2012 - May 2014
Marcum LLP August 2011 - March 2012
Skills
Accounting, Auditing, Tax, Tax Preparation, QuickBooks, Financial Reporting, Bookkeeping, Financial Accounting, Tax Accounting, Accounts Payable, Sales Tax, Cash Flow, Microsoft Excel, Payroll Taxes, Fixed Assets, Outlook, Peachtree, Tax Returns, US GAAP, SEC filings, Journal Entries, Internal Controls, Income Tax, General Ledger, Financial Statements, Corporate Tax, Bank Reconciliation, Accruals, Account Reconciliation, Accounts Receivable
Education
Quinnipiac University 2006 — 2010
Bachelor of Science (BS), Accounting
Marcum LLP November 2012 - Present
Marcum LLP November 2012 - September 2014
PricewaterhouseCoopers August 2003 - November 2012
Teplitzky and Company May 2001 - August 2003
Skills
Technical Accounting, US GAAP, GAAP, Audit, Financial Reporting, Financial Accounting, Auditing, Accounting, Assurance, Big 4, Internal Controls, CPA, Revenue Recognition, Consolidation, Income Tax, Financial Statements, Business Valuation, Cash Flow, Financial Modeling, Cost Accounting, Accounting Research, External Audit, SEC filings, Sarbanes-Oxley Act, Financial Audits, Technical Accounting..., FASB, Stock Compensation, Accounting Standards, Consolidated Financial..., Statutory Accounting, SEC Financial Reporting, Internal Audit, Variance Analysis, 10Q, Financial Analysis, Due Diligence, Audits of Employee..., US GAAP reporting, Public Companies, SEC, SEC Filings
Education
Southern Connecticut State University 1997 — 2001
Bachelor of Science (BS), Accounting
EY August 2013 - Present
Marcum LLP December 2011 - February 2013
KPMG US September 2008 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, GoSystems, PowerPoint, Tax Preparation, Outlook
Education
Rutgers, The State University of New Jersey-New Brunswick
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science (B.S.)
Shelly A. Panico, CPA February 2015 - Present
Michaud Accavallo Woodbridge & Cusano, LLC May 2014 - February 2015
Marcum LLP July 2013 - May 2014
Citrin Cooperman & Company, LLP June 2006 - June 2013
PricewaterhouseCoopers 2002 - 2005
Price Waterhouse Coopers 1999 - 2002
Sandra Woodbridge, CPA 1994 - 1999
Skills
Tax, Tax Accounting, Tax Returns, Income Tax, Tax Preparation, Tax Research, US Tax, Accounting, Small Business, QuickBooks, CPA
Education
Quinnipiac University 1994 — 1998
BA, Accounting
Wells Fargo July 2014 - Present
KGS LLP December 2013 - August 2014
RM Consulting NY Inc. October 2013 - August 2014
marjam supply October 2012 - April 2013
Marcum LLP January 2010 - July 2012
Marcum LLP February 2005 - January 2010
Stinnes AG August 1999 - February 2005
PwC May 1998 - August 1999
Asarco Incorporated November 1997 - May 1998
Imowitz Koenig & Co. LLP October 1996 - November 1997
Skills
SEC, Accountants, Financial Reporting, Accounting, GAAP, SEC filings, Assurance, Internal Controls, US GAAP, Auditing, Financial Accounting, Finance, Internal Audit, CPA, Financial Analysis, Financial Statements, SEC Filings, Tax, Tax Returns
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1994
Bachelor of Business Administration (B.B.A.), Public Accounting
Pace University - Lubin School of Business
Bachelor's degree, Accounting
Bregante + Company LLP December 2013 - Present
Mowat Mackie & Anderson LLP November 2012 - November 2013
Marcum LLP January 2006 - October 2012
L-3 Communications March 2004 - December 2005
Skills
GAAP, Revenue Recognition, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Assurance, US GAAP, Financial Statements, CPA, Tax, Corporate Tax, External Audit, Tax Preparation, Income Tax
Education
Sonoma State University 2001 — 2005
BS, Business/Accounting
Commonwealth Financial Network May 2015 - Present
Investmark May 2013 - March 2015
Marcum LLP January 2012 - May 2012
WTNH-TV August 2011 - December 2011
Quinnipiac University May 2009 - May 2010
Skills
Market Research
Education
Quinnipiac University - School of Business 2011 — 2012
Masters Degree, Business Administration
Quinnipiac University 2007 — 2011
Bachelor of Arts, Political Science
Marcum LLP October 2013 - Present
Opus Connect September 2014 - Present
Education
Pepperdine University 1998 — 2000
MBA
Whitworth University 1984 — 1988
Bachelor’s Degree
Mission Viejo High School 1980 — 1984
High School
Marcum LLP January 2014 - Present
Braver PC November 2013 - Present
Saint Anselm College Women's Rugby July 2011 - May 2013
Single Digits, Inc. September 2012 - December 2012
Aetna May 2012 - August 2012
West Hartford Human & Leisure Services January 2009 - August 2011
Skills
QuickBooks, Financial Accounting, Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Outlook, Research, Spreadsheets, Managerial Finance, Financial Reporting, Data Entry, Teamwork, Leadership, ProSystem fx Tax, Income Tax, Accounting, ProSystem fx Engagement, Personal Income Tax..., Trust Taxation, US GAAP, CPA, Partnership Taxation
Education
Northeastern University 2013 — 2013
Master of Science (M.S.), Accounting
Saint Anselm College 2009 — 2013
Bachelor of Arts, Accounting
CPA Bookkeeping May 2014 - Present
Robert Half Finance & Accounting January 2014 - May 2014
Marcum LLP September 2012 - December 2013
Madison Street Partners October 2007 - October 2012
Stone Miller 2001 - 2007
Douglas Emmett 1998 - 2001
Investment Development Services, Inc. 1995 - December 1997
Homart Development Company 1990 - 1994
KPMG US 1988 - 1990
Skills
Negotiation, Leases, Real Property, Due Diligence, Real Estate, Tenant Representation, Financial Analysis, Mergers & Acquisitions, Property, Real Estate Transactions, Financial Reporting
Education
Northern Illinois University - College of Business 1984 — 1988
Bachelor of Science (B.S.), Accounting
Enterprise Rent-A-Car January 2014 - Present
Trader Joe's September 2013 - January 2014
Therapy for Today June 2012 - August 2012
Marcum LLP June 2011 - July 2011
United Trust Fund March 2011 - May 2011
Skills
Economics, Excel, Microsoft Office, Word, PowerPoint, Microsoft Excel, Microsoft Word, Business Strategy, Accounts Payable
Education
University of Miami 2011 — 2013
Bachelor of Arts, Economics; Business Administration; Marketing
Southern Methodist University 2009 — 2011
Bachelor of Arts, Economics; Business Administration; Marketing; Entrepreneurship
Marcum LLP January 2001 - Present
Hays & Company LLP April 1987 - December 2000
Touche Ross September 1983 - April 1987
Skills
Due Diligence, Accounting, CPA, Financial Accounting, Mergers & Acquisitions, Auditing, Revenue Recognition, SEC filings, Mergers, Forecasting, Assurance, GAAP
Education
Pace University 1979 — 1983
BBA
Pace University - Lubin School of Business 1979 — 1983
Master of Business Administration (MBA), Accounting
Pace University-Pleasantville/Briarcliff Campus 1979 — 1983
BBA/MBA, Accounting
Marcum LLP February 2012 - Present
Konowitz, Kahn & Company, P.C. January 1987 - February 2012
Skills
CPA, Income Tax, Trusts, Valuation, Business Valuation, Estate Law, Financial Advisory, Real Estate, Partnership Taxation, Corporate Tax, Tax Preparation
Education
University of New Haven
MST, Taxation
Quinnipiac University - School of Business
BS in Accounting, Accounting
Sumitomo Corporation of Americas September 2010 - Present
Kileshwar Mathura CPA P.C January 2011 - April 2014
Marcum LLP January 2007 - October 2010
Marubeni America Corporation June 2006 - November 2006
Skills
Tax, Tax Preparation, Tax Accounting, Accounting, GAAP, Financial Reporting, Investments, Corporate Tax, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, QuickBooks
Education
Queens College 2007 — 2009
Bachelors, Accounting
Marcum LLP January 2013 - Present
WTAS August 2008 - January 2013
Skills
Tax Accounting, Corporate Tax, Tax Research, Income Tax, Tax Preparation, Partnership Taxation, Tax, Tax Returns, CPA, Tax Advisory, Accounting, US Tax
Education
Northeastern University 2004 — 2009
BS, Accounting and Finance
Emmi Roth USA 2012 - Present
BIC 2011 - 2012
The Dannon Company 2007 - 2011
Con Edison 2003 - 2007
Fortis 1997 - 2000
Marcum LLP 1995 - 1997
Skills
Human Resources, Strategic Planning, Leadership Development, Performance Management, Talent Management, Compensation & Benefits, Deferred Compensation, HRIS, Succession Planning, Cross-functional Team..., Talent Acquisition, Employee Engagement, HR Policies, Onboarding, Process Improvement, Employee Relations, Organizational Design, Training, Team Building, HR Transformation, Incentive Programs, Coaching, Change Management, Applicant Tracking..., Payroll, Management, Leadership, Strategy
Education
City University of New York-Queens College
BS, English Literature
University of Hartford
Classical Music and Voice Studies, Classical Voice
Université Paris X Nanterre
Certificate, Foreign Language Studies, French
Union Theological Seminary in the City of New York October 2010 - Present
Union Food Lab, Inc. January 2013 - Present
Yale University January 2008 - October 2010
Yale University November 2006 - October 2010
Yale University August 2004 - December 2007
Yale University January 2002 - August 2004
Yale University April 1999 - December 2001
Marcum LLP January 1995 - April 1999
Skills
Strategic Planning, Finance, Business Process..., Financial Reporting, Program Management, Non-profits, Internal Audit, Leadership, Training, Higher Education, Human Resources, Public Speaking, ERP, Access, Investments, Financial Analysis, Restructuring, Nonprofits, Start-ups, Business Transformation, Entrepreneurship, Analysis, CPA, Financial Modeling, Due Diligence, Management Consulting, Mergers & Acquisitions, Fundraising, Business Strategy, System Administration, Cash Management, Managerial Finance, Accounting, Data Analysis, Budgets, Venture Capital, Microsoft Excel, Research, Auditing
Education
Quinnipiac University 1992 — 1996
B.S., Accounting
Marcum LLP August 2005 - Present
Skills
Tax, Tax Preparation, Tax Accounting, Income Tax, Accounting, Tax Returns, QuickBooks, GoSystems, High Net Worth...
Education
Queens College 2001 — 2005
Bachelor's degree, Accounting
PwC May 2015 - Present
Marcum LLP January 2014 - April 2015
Mediant Communication LLC January 2013 - June 2013
North Carolina Central University January 2013 - April 2013
PwC Pakistan (A.F Ferguson & Co) July 2009 - July 2010
Skills
Auditing, Financial Accounting, Financial Statements, Internal Controls, Assurance, Financial Reporting, Team Leadership, External Audit, US GAAP, Financial Analysis, Team-oriented, Internal Audit, Proactive self-starter, Fixed Assets, Cost Accounting, Account Reconciliation, QuickBooks, GAAP, PCAOB standards, Consolidated Financial..., Client Liaison, Multitasking Skills, Adaptability, ProSystem fx Engagement
Education
North Carolina Central University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 4.0/4.0
Global Atlantic Financial Group Limited October 2013 - Present
Prudential Financial January 2012 - March 2013
RSM McGladrey, Inc December 2010 - December 2011
Marcum LLP October 2007 - December 2010
Wilbur Smith Associates January 2006 - October 2007
Yale Law School July 2002 - September 2005
Shore Publishing Newspapers August 2001 - July 2002
Skills
Writing, Editing, Proofreading, Internal Communications, Proposal Writing, Ghostwriting, Project Management, Account Management, Relationship Management, Marketing, Training, Management, CRM, Email Marketing, Strategic Communications, Program Management, Business Development, Marketing Communications, Analysis, Corporate Communications
Education
University of Notre Dame 1997 — 2001
Bachelor's Degree, English, Graduated cum laude
Quinnipiac University 2003 — 2005
MS, Journalism
Self employed - Accountant January 2012 - Present
Marcum LLP September 2004 - December 2011
New Horizons Computer Learning Center June 2000 - September 2004
Skills
Accounting, Financial Reporting, GAAP, CPA, Financial Accounting, Internal Controls, SEC filings, Tax, Financial Statements, Income Tax, Tax Preparation, US GAAP, Corporate Tax, Tax Accounting, Tax Returns
Education
Nova Southeastern University
Masters of Accounting, Accounting
Marcum LLP April 2010 - Present
Marcum LLP April 2010 - Present
Marcum LLP April 2010 - Present
UHY LLP January 2000 - April 2010
UHY Advisors N.E., LLC f/k/a Scillia Dowling & Natarelli Advisors 1994 - 2010
UHY LLP 1994 - 2010
Skills
Audit, accounting and..., Provide testimony in..., Technical Reviewer..., Technical Reviewer for..., Accounting, Analysis, Assurance, Auditing, Budgets, Business Valuation, CPA, Cash Flow, Construction, Consulting, Corporate Tax, Divestitures, Due Diligence, Financial Accounting, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Forecasting, Forensic Accounting, GAAP, Internal Audit, Internal Controls, Leadership, Litigation, Management, Management Consulting, Managerial Finance, Manufacturing, Mergers, Mergers & Acquisitions, SEC filings, Strategic Financial..., Strategic Planning, Tax, Testimony, Risk Management
Education
Quinnipiac University - School of Business 1982 — 1986
B.S., Accounting
Pun & McGeady LLP, a Division of The Pun Group, LLP March 2012 - Present
The Pun Group, LLP March 2012 - Present
Marcum LLP October 2010 - February 2012
Caporicci & Larson, Inc. (A Subsidiary of Marcum LLP) September 2001 - February 2012
Stonefield Josephson, Inc. March 2010 - September 2010
Jeffrey P. Wu Accountancy Corporation September 1999 - August 2001
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, CPA, Financial Reporting, US GAAP, Finance, Financial Statements, Tax Preparation, Assurance, Tax Returns, Forensic Accounting, Corporate Tax, Sarbanes-Oxley Act, SEC filings, Partnership Taxation, Tax Accounting, Internal Audit, Revenue Recognition, External Audit, Single Audit, Tax Research, Transportation, Compliance, Risk Assessment, Local Government, Nonprofits, OMB Circular A-133, Non-profits, Healthcare, GAAS, Government Auditing, Due Diligence
Education
University of California, Riverside 1997 — 1999
BS, Business Administration - Accounting
Riverside City College 1995 — 1997
AA, Business
Rosaryhill School 1979 — 1995
Audit Watch University
Audit Watch University
Seminars & Presentations University of California, Riverside
Bachelor of Science, Accounting
David Feldman Worldwide July 2010 - Present
Self Employed October 2008 - Present
Marcum LLP May 2009 - June 2010
Robert Half Legal October 2007 - October 2008
Orrick, Herrington & Sutcliffe LLP June 2005 - July 2007
Anderson & Rottenberg, P.C. / Anderson & Ochs, LLP January 2003 - June 2005
Katten Muchin Rosenman LLP September 1999 - January 2003
Kroll, Inc. 1997 - 1999
United States Attorney's Office 1998 - 1998
Miller's Hobbies, Inc. 1987 - 1994
Skills
Litigation, Corporate Law, Legal Assistance, Commercial Litigation, Litigation Support
Education
New York University School of Law 1996 — 1999
J.D., Law
University of Michigan 1990 — 1994
Bachelor of Arts, English Language and Literature, General
Rye Neck 1986 — 1994
Marcum LLP January 2008 - Present
Skills
Trusts, Estate Tax Planning, High Net Worth..., Gift Tax, Private Foundations
Education
Pace University
Master's degree, Taxation
Marcum LLP January 2014 - Present
WaterFire Providence January 2011 - Present
Braver PC April 2007 - December 2013
Statewide Affordable Housing, Inc. 1998 - 2012
Rhode Island Literacy Volunteers 2001 - 2006
Prescott Chatellier 1995 - 2006
Prescott Chatellier Fontaine & Wilkinson, LLP 1981 - 2006
P & G 1975 - 1980
Skills
Auditing, Corporate Tax, Non-profits, SEC filings, Manufacturing, Business, Tax, Accounting, Financial Reporting, Income Tax, Tax Preparation, GAAP, Forensic Accounting, Small Business, Internal Controls
Education
Saint Michael's College 1970 — 1973
BA, History
First New York Securities August 2013 - March 2015
First New York Securities March 2011 - August 2013
Marcum LLP March 2010 - February 2011
Thornapple Associates Inc. 2005 - 2009
J. H. Cohn LLC 2004 - 2005
Skills
Accounting, Bloomberg, Valuation, Tax, Equities, Hedge Funds, Asset Management, Investments
Education
Rutgers University 1998 — 2003
Bachelor of Arts (B.A.), Economics
Orange County Young Executives January 2015 - Present
Marcum LLP August 2014 - Present
Brighton River Villas Management Association (HOA) January 2014 - Present
CohnReznick LLP December 2012 - August 2014
Squar Milner December 2004 - December 2012
Skills
CPA, GAAP, Financial Analysis, Accounting, Strategic Financial..., Tax, Financial Reporting, Mergers, Finance, Auditing, Due Diligence, Budgets, QuickBooks, Investments, Internal Controls, Financial Accounting, SEC filings, Purchase Price..., IFRS, Commercial Real Estate, Assurance, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Internal Audit, Mergers & Acquisitions, External Audit, Corporate Tax, Consolidation, General Ledger, Forensic Accounting, Tax Preparation, SEC Filings, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2005 — 2005
BS, Entrepreneurship
University of California, Riverside 2003 — 2005
BS, Accounting
Pasadena City College 2001 — 2003
AS, Business
La Serna High School 1999 — 2001
HSD, High School
Northern Trust August 2012 - Present
Northern Trust May 2011 - August 2012
Marcum LLP August 2009 - May 2011
Chicago Shakespeare Theater April 2008 - August 2009
Radio Free Chicago January 2009 - July 2009
The Scenestar Webzine November 2006 - January 2009
SMART Business Advisory and Consulting LLC October 2006 - October 2007
Rachlin Cohen & Holtz May 2004 - October 2006
TMP Worldwide 2000 - 2001
Bernard Hodes Group 1998 - 1999
Skills
Marketing, Social Media, Project Management, Marketing Communications, Social Media Marketing, Management, Email Marketing, Marketing Strategy, Strategic Planning, Event Planning, Public Relations, Event Management, Creative Direction, Project Planning, Digital Marketing, Internal Communications, Editing, Direct Marketing, Copywriting, Integrated Marketing, Media Relations, Twitter, Content Strategy, Content Management, Content Development, Content Writing, Writing, Editorial Process, Creative Strategy, Strategic Communications, Creative Writing, Business Writing, Digital Copywriting, Digital Communication..., Social Networking, Advertising, Online Marketing, Strategy
Education
Northwestern University 1994 — 1998
BS
Evans High School 1990 — 1994
Cbaj June 2013 - Present
Arredo Italiano September 2012 - June 2013
Marcum LLP January 2012 - May 2012
CareCloud June 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Fluent in french, QuickBooks, Microsoft Office, Go-systems tax software, Sax Tax, Bookkeeping, Payroll, Account Reconciliation, Tax, Journal Entries, Payroll Taxes, Tax Returns, Corporate Tax, Accounting, Auditing, External Audit, Finance, Financial Statements
Education
Nova Southeastern University 2012 — 2014
Master's degree, Accounting
Loyola University New Orleans 2007 — 2011
Bachelor's degree, Accounting
PwC August 2015 - Present
Marcum LLP September 2013 - August 2015
Donald L. Perlroth Co. January 2012 - April 2013
UBS Global Asset Management June 2011 - August 2011
Skills
Tax Preparation, Fitness Instruction, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Tax Returns, Accounting, Time Management, Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Inventory Management, Finance, Access, Teamwork, Internal Controls, SAP, Analysis, Retail, Budgets, Customer Service, Facebook
Education
Quinnipiac University - School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Davidson Kempner Capital Management February 2012 - Present
Loews Corporation - Tisch Financial Management November 2010 - February 2012
Marcum LLP September 2007 - November 2010
Skills
Financial Reporting, Financial Analysis, Asset Management, Investment Strategies, Accounting, Analytics, Budget Analysis, Trust Accounting, Trust Management, Investor Reporting, Audit, Hedge Funds, Alternative Investments, Financial Accounting, US GAAP, SEC filings
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Accounting
Altum Partners LLP April 2015 - Present
GALLINA LLP November 2013 - Present
Marcum LLP June 2009 - November 2013
Ernst & Young LLP November 2003 - May 2009
Frank, Rimerman + Co. LLP September 1995 - November 2003
Education
San Jose State University 1997 — 2002
Masters, Taxation
San Jose State University 1991 — 1992
Business Management, Accounting
Univ. of Berkeley
TheSECRules.com October 2008 - Present
Grassi & Co. 2009 - 2012
Marcum LLP 2007 - 2008
BP Audit Group PLLC November 2002 - September 2007
Jeffrey M. Brinn, CPA April 1981 - October 2002
Skills
Auditing, Financial Reporting, SEC filings, Real Estate, GAAP, Accounting, Hedge Funds, Financial Statements, CPA, Mergers, US GAAP, Tax, Sarbanes-Oxley Act, IPO, Mergers & Acquisitions, Financial Analysis, Income Tax, Financial Accounting, Consolidation, Forensic Accounting, Due Diligence, Internal Controls, Business Valuation, SEC, Corporate Tax, Public Companies, Private Equity, Managerial Finance, SEC Filings, Litigation Support, Finance, Tax Accounting, IFRS, Tax Preparation, Financial Audits, Restructuring, Strategic Financial..., Preparation, Tax Returns, Cash Flow, Financial Modeling, Valuation, Corporate Finance, Internal Audit
Education
Pace University - Lubin School of Business 1972 — 1976
Certified Public Accountancy
Williams College 1964 — 1970
B.A., Economics
Dobbs Ferry High School
Marcum LLP 2014 - Present
Braver PC 1989 - 2014
Wedgewood Club 2008 - 2013
Bedford Rotary 2000 - 2013
Skills
Accounting, Real Estate Accounting..., Consulting, Tax..., Auditing, Income Tax, Tax, Forecasting, Management Consulting, Corporate Tax, Real Estate, Internal Controls, Tax Preparation, Financial Reporting, Event Planning, QuickBooks
Education
St. Joseph's College (ME) 1982 — 1986
BSBA Business with concentration in Accounting, magna cum laude
Block Industries LLC January 2013 - Present
Dawn Banome, CPA March 2010 - Present
Marcum LLP November 2004 - February 2010
STUART DITSKY CPA PC 2000 - 2003
Skills
CPA
Education
Queens College
Accounting
Mayer CPAs LLP June 2014 - April 2015
Wolinetz Lafazan & Co. August 2013 - June 2014
Marcum LLP September 2012 - April 2013
Skills
Accounting, Forecasting, QuickBooks, Financial Analysis, Financial Reporting, Financial Modeling
Education
Queens College 2001 — 2009
Bachelor of Arts (BA), Accounting
Marcum LLP June 2015 - Present
Fosdick Fulfillment May 2014 - August 2014
Fosdick Fulfillment June 2012 - August 2013
Cheshire Parks and Recreation November 2011 - March 2012
New Haven Country Club May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Accounting, QuickBooks, Time Management, Public Speaking, Microsoft Office, Outlook, Teaching, Teamwork, Research, Inventory Management, Account Reconciliation, Management, Event Planning
Education
Providence College 2012 — 2016
Accounting; minor in Finance, Junior
Cheshire High School 2008 — 2012
Marcum LLP January 2011 - January 2013
Skills
GAAP, Accounting, Financial Reporting, Tax, Auditing, Internal Controls, General Ledger, US GAAP, SEC filings, Financial Statements, CPA, Financial Accounting, Tax Preparation, Corporate Tax, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business 2008 — 2010
Master of Science (MS), Accounting
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Keller Williams Realty April 2012 - Present
Marcum LLP January 2011 - March 2011
MarcumRachlin, A Division of Marcum LLP February 2004 - December 2010
Skills
Forensic Accounting, Accounting, Internal Controls, Financial Reporting, Tax, Financial Accounting, QuickBooks, Financial Analysis, Auditing, GAAP, Financial Statements, General Ledger, CPA
Education
Pace University 1993 — 1996
Oracle March 2014 - Present
Oracle September 2013 - March 2014
Marcum LLP October 2011 - January 2013
Randstad Finance & Accounting 2013 - 2013
TurnHere, Inc. March 2010 - May 2011
San Francisco Botanical Garden Society October 2008 - March 2010
California Pacific Medical Center Foundation June 2006 - September 2008
Farmers Insurance August 2005 - August 2007
Skills
Accounting, SEC filings, QuickBooks, GAAP, Customer Service, General Ledger, Accounts Payable, Auditing, Financial Reporting, US GAAP, Time Management, Microsoft Excel, Financial Statements, Account Reconciliation, Revenue Recognition, Financial Analysis, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, College Recruiting, Talent Acquisition, Recruiting, Technical Recruiting, SEC Filings
Education
Queensland University of TechnologyBrisbane
San Francisco State University
Bachelor of Science, Finance
Santa Clara University
Leavey School of Business, Accounting
O'Connor Davies, LLP January 2014 - Present
Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC November 2011 - December 2013
Marcum LLP June 2008 - October 2011
Skills
Forensic Accounting, Business Valuation, Litigation Support, Commercial Litigation, Tax, Tax Preparation, Tax Accounting, Tax Research, Internal Controls, Accounting, Income Tax, Auditing, General Ledger, CPA, Financial Accounting, Tax Returns, Partnership Taxation, Corporate Tax, GAAP, SEC filings, Financial Reporting, US GAAP, QuickBooks, Revenue Recognition, Litigation Consulting, Certified Fraud Examiner, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1980
BA, Accounting & Economics
Union High School
Marcum LLP 1995 - Present
Stonefield Josephson September 1995 - August 2010
Skills
Mergers, Auditing, Financial Reporting, Mergers & Acquisitions, Accounting, GAAP, Start-ups, Corporate Tax, Financial Services, Finance, Financial Analysis, Tax, Due Diligence, CPA, Strategic Planning
Education
San Francisco State University
Bachelor of Science, Accounting
BDO USA, LLP August 2015 - Present
BDO USA, LLP October 2013 - August 2015
BDO USA, LLP October 2012 - September 2013
Marcum LLP November 2010 - October 2012
Skills
Analytical, Technical, Communication, Microsoft Office, Excel, Accounting, Audit, Word, Microsoft Excel, Auditing, Management, Time Management, CPA, US GAAP, Financial Reporting
Education
Quinnipiac University - School of Business 2009 — 2010
MBA
Quinnipiac University - School of Business 2005 — 2009
BS, Accounting
Westford Academy
Marcum LLP April 2013 - Present
Cornerstone Accounting Group September 2010 - April 2013
Skills
GAAP, Financial Statements, Auditing, Financial Reporting, US GAAP, Accounting, Financial Accounting, External Audit, General Ledger, CPA, Internal Controls, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2010
Master, Accounting
EnVogue International LLC April 2015 - Present
Spartan Brands, Inc. October 2014 - April 2015
JD Beauty Group - The Wet Brush October 2012 - October 2014
Openhouse Gallery September 2012 - September 2012
Yale School of Nursing January 2012 - May 2012
Shape Magazine June 2011 - August 2011
Marcum LLP 2008 - 2011
Skills
Adobe Creative Suite, Maya, Audacity, Microsoft Office, Garageband, iMovie, Basic HTML, Drupal, MailChimp, K4, Layout, Mac, Photoshop, Dreamweaver, Advertising, InDesign, Marketing, Facebook, Social Networking, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Graphic Design, Leadership, Time Management, Blogging, Social Media Marketing, WordPress, Outlook, Public Relations, Photography, Magazines, Editing, Teamwork, Image Manipulation, Research, Typography, Press Releases, Management, Editorial, Illustrator, Flyers, Event Planning, Art, Public Speaking, Packaging
Education
Quinnipiac University 2008 — 2012
Bachelor's degree, Graphic Design
David Barton Gym March 2013 - April 2014
Marcum LLP September 2008 - March 2013
Fort Hamilton High School June 2008 - August 2008
Skills
Team Leadership, Finance, Bilingual, Multitasking Skills
Education
Pace University - Lubin School of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), Public Accounting
Lilytex Knitwear Company June 2011 - Present
Marcum LLP 2014 - 2015
Deloitte China June 2012 - September 2012
Izmaylova Fashion Company June 2010 - August 2010
Skills
Data Analysis, Marketing, PowerPoint, Financial Analysis, Financial Modeling, Microsoft Excel, Market Research, Research, Management, Analysis, Leadership, Public Relations, Fashion, Fashion Buying, Chinese
Education
University of Southern California - Marshall School of Business 2013 — 2014
Master of Accounting (MACC), Accounting and Finance
University of Southern California - Marshall School of Business 2009 — 2013
Business Administration, International Business & Finance
Peking University 2011 — 2012
Bachelor of Business Administration (B.B.A.), International Exchange Program
Lake Oswego High School 2007 — 2009
Lord, Abbett & Co. LLC July 2015 - Present
UHY LLP January 2015 - May 2015
Marcum LLP August 2014 - November 2014
Daiwa Capital Markets America September 2013 - August 2014
JS Blade Advertising June 2013 - August 2013
Pace University September 2011 - January 2012
Skills
Microsoft Office, OneSite, Accounting, Creative Problem Solving, Bookkeeping, QuickBooks, Accounts Payable, Invoicing, Accounts Receivable, Tax, Tax Preparation, PeopleSoft, Account Reconciliation, Tax Accounting, Microsoft Excel, PowerPoint, Microsoft Word
Education
Pace University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Public Accounting
Pace University - Lubin School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Public Accounting
Marcum LLP October 2010 - Present
McGladrey & Pullen LLP October 2007 - September 2010
Goldstein Lewin & Co. January 2005 - September 2007
Telco Group Inc. December 2002 - December 2004
PricewaterhouseCoopers January 2001 - December 2001
Skills
Bilingual, Auditing, SEC filings, Financial Accounting, Accounting, Reverse Mergers, Consolidated Financial..., Business Acquisition, Analysis, Internal Audit, US GAAP, Sarbanes-Oxley, GAAP, CPA, Accounts Payable, Finance, SEC Filings, Sarbanes-Oxley Act
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
B.S., Accounting
St. John's University
Accounting
Marcum LLP January 2014 - Present
Capital Communications Financial Services LLC January 2013 - May 2014
Albrecht Viggiano Zureck & Company, P.C. May 2012 - July 2012
Capital Communications Financial Services LLC January 2012 - April 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Auditing, Access, Research, Time Management, Public Speaking, Leadership, Team Leadership, Strategic Planning, Financial Analysis
Education
Siena College 2012 — 2013
Master's degree, Accounting
Siena College 2008 — 2012
Bachelor of Science (BS), Accounting
Marcum LLP June 2015 - August 2015
EXEC Card August 2014 - May 2015
Rosen Seymour Shapss Martin & Company LLP June 2014 - August 2014
Skills
Accounting, Spanish, Microsoft Excel, Entrepreneurship, Organization, Strategic Leadership, Motivation, Open Minded, High level of initiative, Challenge Driven, ProSystem fx Tax, PowerPoint, Management, Public Speaking, Microsoft Word, Spanish-speaking, Teamwork
Education
Penn State University 2012 — 2016
Bachelors of Science in Accounting Minor in Spanish
https://www.etsy.com/shop/crossedoutcreations April 2011 - Present
Shearer and Gray Investment Management October 2012 - Present
Cool Hearts Muay Thai Camp April 2012 - June 2013
Marcum LLP June 2009 - May 2011
Rutgers University- Office of Disability Services 2010 - December 2010
Unicorn Booty May 2010 - September 2010
Potbelly Sandwich Works 2009 - 2009
Skills
Statistics, PowerPoint, Muay Thai, Mathematics, Fitness, Creativity, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Critical Thinking, Customer Service, Financial Analysis, Data Entry, Streamlining, Organization, Statistical Data..., Athletics, Teaching, Visual Arts, Advent software
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BA, Biomathematics
Central High School 2003 — 2007
Bachelors, Liberal Arts
Marcum LLP October 2014 - Present
Educational Housing Services May 2015 - August 2015
CKW July 2014 - August 2014
Skills
Social Media, Customer Service, Customer Satisfaction, Communication, Customer Engagement, Computer Proficiency
Education
Pace University 2013 — 2017
Communications/ Women's & Gender Studies, Junior
Ramona Convent Secondary School 2009 — 2013
College Prep
Marcum LLP September 2014 - Present
Marcum LLP January 2014 - September 2014
Braver PC July 2012 - December 2013
Braver PC December 2009 - July 2012
Braver PC February 2008 - December 2009
CCR LLP February 2003 - February 2008
Skills
Non-profits, Local Government, Real Estate, Government Accounting, Tax Preparation, Partnership Taxation, Forensic Accounting, Tax, Accounting, Auditing, Nonprofits, Budgets, Tax Accounting, Tax Research, Financial Statements, Corporate Tax, Internal Controls, GAAP, Financial Reporting, Management
Education
Rhode Island College 2005 — 2009
Masters in Professional Accountancy, Accounting and Finance
Rhode Island College 1998 — 2002
Bachelors of Science, Accounting
Marcum LLP November 2008 - Present
Skills
Human Resources
Education
Queens College 2010 — 2012
Bachelor's degree, English Language and Literature, General
Mahoney Sabol & Company, LLP October 2012 - Present
Marcum LLP February 2012 - October 2012
Konowitz, Kahn & Company, P.C. September 2009 - February 2012
Ernst & Young September 2008 - July 2009
Skills
Tax, Income Tax, Accounting, GAAP, CPA, Tax Accounting, ProSystem fx Tax, Compilation Of..., Financial Reporting, Tax Preparation, US GAAP
Education
Quinnipiac University - School of Business 2008 — 2009
Master's degree, Accounting
Quinnipiac University 2004 — 2008
Bachelor's degree, Accounting
Marcum LLP January 2015 - Present
Helping Hands Tutors December 2008 - Present
CipherTechs November 2013 - July 2014
Millissime INC September 2012 - September 2013
Flavorpill February 2012 - October 2012
Arc Partners September 2011 - December 2011
UBS January 2011 - May 2011
Skills
Microsoft Office, Russian, Entrepreneurship, SPSS, Strategic Planning, Start-ups, Marketing Strategy, HTML, Financial Analysis, Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Corporate Finance, Microsoft Word, Bloomberg, Investments, Equities, Investment Banking, Accounting, Data Analysis, Social Networking, Kabbalah, Personal Development, Gardening, Friendly Personality, Bloomberg Terminal, Market Research, Business Planning, QuickBooks, Financial Reporting, Budgets
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Science (M.S.), Accounting, Master's
Polytechnic University 2008 — 2012
BS, Business Management
Leon M Goldstein HS for the Sciences 2004 — 2008
Raich Ende Malter & Co., LLP August 2014 - Present
ArthurJCPA September 2012 - Present
Marcum LLP December 2013 - April 2014
WithumSmith+Brown July 2013 - December 2013
Imowitz Koenig & Co., LLP August 2011 - September 2012
State Street November 2009 - August 2011
PwC November 2006 - November 2009
Rosen Seymour Shapss Martin & Company LLP September 2004 - October 2006
Skills
CPA, Big 4
Education
Pace University 2000 — 2004
BBA Public Accounting, Accounting and Finance
American University of Rome 2003 — 2003
Sping 2003 Semester, Business Administration and Management, General
Tottenville High School
Tottenville High School
EY January 2014 - Present
Michael J. Liccar & Co. CPA July 2013 - December 2013
EisnerAmper LLP June 2010 - May 2013
Marcum LLP February 2010 - June 2010
Skills
Tax Research, Partnership Taxation, Tax Returns, Accounting, Auditing, Sarbanes-Oxley Act, Financial Reporting, Account Reconciliation, Financial Analysis, ProSystem fx Tax, GAAP, GoSystems, Tax Accounting, Internal Controls, Corporate Tax, CPA, General Ledger, Tax, SEC filings, Tax Preparation, US GAAP
Education
Pace University 2006 — 2010
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Marcum LLP May 2012 - Present
Marcum LLP February 2011 - May 2012
The Taunton Press July 2009 - February 2011
KBE Building Corporation December 2008 - March 2009
Sleeping Giant Book & Toy Company December 2008 - March 2009
READCO Management, LLC June 2008 - September 2008
UHY Advisors June 2007 - January 2008
Skills
Email Marketing
Education
Salve Regina University 2008 — 2009
Masters in Business Administration
Salve Regina University 2004 — 2008
Bachelors in Science, Marketing, Business Administration & Dance
Marcum LLP April 2010 - Present
UHY LLP January 1997 - April 2010
Deloitte & Touche July 1976 - January 1997
United States Navy June 1971 - June 1976
Education
Rensselaer Polytechnic Institute at Hartford 1976 — 1978
M.S., Management
United States Naval Academy 1967 — 1971
SimpliSafe May 2015 - Present
Marcum LLP November 2011 - April 2015
Skills
IFRS, US GAAP, Financial Audits, SEC filings, PCAOB standards, Assurance, Certified Fraud Examiner, Not for Profit, CPA, REIT, Auditing, Accounting, Forensic Accounting
Education
Purdue University - Krannert School of Management 2010 — 2011
Certificate of Advanced Accountancy
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science (B.S.), Accounting; Management
Oliver Ames High School 2002 — 2006
Marcum LLP September 2015 - Present
Marcum LLP September 2013 - Present
Marcum LLP February 2012 - September 2013
Konowitz, Kahn & Co., PC January 2002 - February 2012
Skills
GAAP, Income Tax, Partnership Taxation, Internal Controls, Financial Reporting, Tax, CPA, Tax Accounting, Tax Research, ProSystem fx Tax, Accounting, Auditing
Education
Southern Connecticut State University 1989 — 1993
B.S. in Accounting, Accounting
Marcum LLP April 2010 - Present
UHY LLP November 1994 - April 2010
UHY Advisors November 1994 - April 2010
Skills
Audit, Auditing, Mergers, Financial Reporting, Accounting, Financial Planning, Assurance, Due Diligence, Construction, Management Consulting, CPA, Tax, Corporate Tax, Financial Analysis, GAAP, Strategic Financial..., Forensic Accounting, Mergers & Acquisitions, SEC filings, US GAAP, Financial Accounting, Financial Statements, Revenue Recognition, Consolidation, General Ledger, Cash Flow, Construction Accounting, SEC Filings
Education
Quinnipiac University - School of Business 1994 — 1998
BS, Accounting and Computer Science
Mahoney Sabol & Company, LLP September 2013 - Present
Marcum LLP September 2012 - August 2013
Marcum LLP February 2012 - August 2012
Konowitz, Kahn & Company, P.C. January 2011 - February 2012
The Hyde Collection May 2010 - August 2010
Skills
Auditing, Accounting, Internal Controls
Education
Quinnipiac University - School of Business 2009 — 2012
Bachelor's degree, Accounting, Minor Studies in Law
Quinnipiac University
Marcum LLP February 2012 - Present
Konowitz, Kahn & Company, P.C. November 1984 - February 2012
Valley United Way 2011 - 2011
Columbus House, Inc 2011 - 2011
Skills
CPA, Tax, GAAP, Income Tax, Accounting, Partnership Taxation
Education
Southern Connecticut State University 1981 — 1984
BS, Accounting
Moffa, Gainor, & Sutton, P.A. February 2015 - Present
Nova Southeastern University January 2015 - Present
Marcum LLP May 2013 - August 2014
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Nova Southeastern University 2013 — 2016
Doctor of Law (J.D.), Law, 3L
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Penn State University 2009 — 2013
Minor, Legal Environment of Business
Terrapin Partners June 2010 - Present
Marcum LLP December 2008 - June 2010
Blum Shapiro & Co., P.C. January 2007 - April 2008
Skills
Auditing, Accounting, Fund Of Funds, Hedge Funds, Private Equity, Fund Accounting, Asset Management, Financial Accounting, Alternative Investments, Financial Statements, Financial Reporting, Financial Analysis, US GAAP, Internal Controls, Microsoft Excel, SEC filings, GAAP, Finance, Tax, SEC Filings
Education
Sacred Heart University 2007 — 2008
Masters, Business Administration
Sacred Heart University 2003 — 2007
Bachelor, Accounting
Marcum LLP January 2013 - Present
D'Addario & Co., Inc. November 2005 - December 2012
Forest Laboratories, Inc. November 2002 - October 2005
Ivy Asset Management Corp. July 1999 - October 2002
Martin Progressive May 2000 - June 2000
First Rehabilitation Life Insurance Company of America March 1999 - May 2000
Skills
SQL, JavaScript, PL/SQL, C#, Project Management, Web Services, XML, Dreamweaver, SDLC, Business Analysis, .NET, HTML, Microsoft SQL Server, Oracle, Program Management, CSS, Visio, ASP.NET, SOA, Databases, UML, Software Development, SharePoint, jQuery, VB.NET, Agile Methodologies, Management, Business Intelligence, Integration
Education
New York University - Polytechnic School of Engineering 1997 — 2001
BS, Computer Science
Marcum LLP June 2007 - Present
Skills
Leadership, Mergers & Acquisitions, Vendor Management, Project Management, Strategic Planning, Integration, Business Process..., Information Technology, IT Management, Process Improvement, Business Continuity, Disaster Recovery, IT Strategy, Accounting, Strategy, Business Process, Executive Management
Education
Chaminade
Polytechnic University
M.S.
Polytechnic University
B.S.
Keith Maritato - CPA August 2010 - Present
Rosenberg and Manente 2008 - 2009
Enterprise Financial Consulting 2004 - 2007
Arc: eConsultancy Inc. 2001 - 2004
Marcum LLP 1997 - 2000
Teleflex 1992 - 1995
Skills
Internal Controls, Variance Analysis, US GAAP, Reverse Mergers, Part-Time CFO Services, IT Audit, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Auditing, Risk Monitoring, Technology, Software Industry, International Finance, Hedge Funds, Education, General Ledger, Accounting, Certified Internal..., Financial Analysis, Finance, Cash Flow, GAAP, Tax, External Audit, Assurance, Due Diligence, Income Tax, Financial Statements, Consolidation, Managerial Finance, Sarbanes-Oxley, Account Reconciliation, Strategic Financial..., SEC filings, International Tax..., Financial Risk, Analysis, Forecasting, Corporate Finance, Tax Returns, Financial Accounting, Corporate Tax, Risk Management, IFRS, CPA, Financial Audits, Revenue Recognition, Cost Accounting, Big 4
Education
Pace University - Lubin School of Business 1993 — 1997
BBA, Accounting
Stony Brook University 1991 — 1992
Bachelor of Engineering (B.E.), Geology/Earth Science, General
Sachem High School 1987 — 1991
Alberto Preciado Consulting October 2013 - Present
City of Tustin December 2011 - Present
Marcum LLP February 2011 - July 2011
Mayer Hoffman McCann P.C. September 2007 - January 2011
CBIZ September 2007 - January 2011
CBIZ MHM, LLC September 2007 - January 2011
Skills
US GAAP, Auditing, Accounting, Non-profits, Govermental Accounting, Compliance, Local Government, Financial Reporting, Internal Controls, GAAP, Accounts Payable, Financial Accounting, General Ledger, Accounts Receivable, Assurance, Reconciliation, Account Reconciliation, Accruals, Customer Service
Education
San Diego State University-California State University 2006 — 2007
B.S., Accounting
Stanford University
Marcum LLP September 2013 - Present
Marcum LLP September 2012 - September 2013
Bank of New York Mellon November 1998 - September 2012
Pershing 1998 - September 2012
iNautix Technologies November 1998 - June 2007
IBM Global Services 1997 - 1998
Instinet Corporation 1996 - 1997
Skills
Virtualization, Project Management, IT Management, Data Center, Business Continuity, Information Security..., VMware, IT Service Management, Citrix, Disaster Recovery, SAN, Servers, Active Directory, Cloud Computing, ITIL, IT Strategy, Windows Server, Microsoft Exchange, Integration, Citrix Metaframe, Enterprise Architecture, Hardware, Infrastructure, IT Operations, Hyper-V, Unix, Enterprise Software, vSphere, VDI, Operating Systems, IIS, Microsoft SQL Server, Network Administration, Networking, NAS, Linux, NetApp, Organizational..., Change Management, Storage Area Networks, VMware ESX, Storage, Xen, Security, Windows, Server Administration, Solaris
Education
BS, Information Systems Management
New York University
Certificate, Unix Systems Management
Marcum LLP July 2010 - Present
J.H. Cohn September 2004 - July 2010
Marcum LLP October 2001 - September 2004
Skills
Internal Audit, Auditing, Internal Controls, GAAP, Forecasting, US GAAP, Analysis, Corporate Tax
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Science (BS), Accounting
Portsmouth Abbey School
Rosenfarb LLC February 1973 - Present
Marcum LLP June 2008 - June 2011
RosenfarbWinters, LLC January 1999 - June 2008
Skills
Forensic Accounting, Fraud, Due Diligence, Business Valuation, Expert Witness, Forensic Analysis, Accounting, Bankruptcy, Auditing, Tax, Litigation Consulting, Financial Reporting, Litigation Support, Certified Fraud Examiner, Corporate Tax, CPA, GAAP, Finance, Sarbanes-Oxley Act, Dispute, Internal Controls, Financial Accounting, SEC filings, Corporate Finance, Managerial Finance, Trusts, Partnership Taxation, Asset Tracing, Internal Audit, Estate Tax Planning, Tax Accounting, Restructuring, Tax Research, Accountants, Tax Advisory, Tax Returns, US GAAP, International Tax, SEC Filings, High Net Worth...
Education
City University of New York-Queens College 1965 — 1969
Accounting
Marcum LLP April 2013 - Present
Cornerstone Accounting Group June 2000 - Present
The Schonbraun McCann Group June 2000 - April 2008
Skills
Due Diligence, Payroll, Accounting, Financial Reporting, GAAP, Microsoft Excel
Education
Rider University 1981 — 1983
Marcum LLP September 2004 - Present
Jack Lawrence & Co. January 2001 - September 2004
Skills
US GAAP, Fund Of Funds, Accounting, Financial Statements, Financial Accounting, Financial Audits, Financial Reporting, Auditing, CPA, Internal Controls, SEC filings, GAAP, Private Equity, Assurance, Fund Accounting, Hedge Funds
Education
Queens College 1999 — 2000
Stony Brook University 1997 — 1999
Business Administration
Ward Melville 1993 — 1995
Ward Melville 1993 — 1995
RRE Advisors LLC October 2004 - Present
Marcum LLP June 2000 - October 2004
Education
Northeastern University 1979 — 1984
Marcum LLP July 2015 - Present
Neppalli Financial Services June 2010 - August 2015
SMK Soft Inc October 2008 - May 2010
M.Anandam & Co June 2006 - June 2008
Skills
Auditing, Income Tax, Accounting, Financial Reporting, Tax, Internal Controls, Bookkeeping, General Ledger, Bank Reconciliation, Financial Accounting, QuickBooks, Microsoft Excel, Tax Preparation, Taxations, Tax Accounting, Tax Advisory, Tax Analysis, Account Reconciliation, Drake Tax Software, TaxAct, Financial Analysis, Preparation, Payroll Taxes, Payroll, Journal Entries, Proseries
Education
Osmania University 2005 — 2007
Masters in Accounting
Osmania University 2002 — 2005
Bachelors in Accounting
Marcum LLP June 2003 - Present
Marcum LLP June 2003 - Present
CouncilTravel April 2000 - April 2002
Skills
Disaster Recovery, Access, Active Directory, Windows 7, Auditing, Sarbanes-Oxley Act, Microsoft Office, Accounting, System Administration
Education
Rutgers University-New Brunswick 1985 — 1987
Rutgers University-New Brunswick 1985 — 1987
Marcum, LLP March 2012 - Present
Kieliszak, Eggert & Co., Ltd. 1998 - 2012
Health-Tex 1980 - 1989
Skills
Tax Research, Partnership Taxation, Federal Tax, Tax Accounting, S Corporations, Corptax, Corporate Tax, State Taxation, Tax Returns, Income Tax, Tax Audits, Tax Preparation, Individual Taxation, Tax Compliance, Tax, Forensic Accounting, QuickBooks, Sales Tax, Internal Controls, Financial Statements, Accounting
Education
Rhode Island College 1997 — 2000
BS, ACCOUNTING/MANAGEMENT
Marcum LLP 1993 - Present
Anquillare Lipnicki and Ruocco Company April 1988 - October 1992
American Red Cross April 1987 - April 1988
Skills
Long Term Care, Organizational..., Operations, Medicaid, Health, Home Care, Medicare, Long-term Care, Rehabilitation, Healthcare, Compliance, Healthcare Management, Managed Care, Hospitals, Nursing, Budgeting, Strategic Planning, Non-profits, Financial Analysis, Public Speaking, Team Building, Customer Relations, Quality Management, Financial Management, Process Improvement, Account Management, New Business Development, Mergers, Customer Service, Administration, PowerPoint, Forecasting, Insurance, Management, Managerial Finance, Mergers & Acquisitions, Nonprofits
Education
Quinnipiac University 1983 — 1987
BS, Health Care Management
Notre Dame High School 1979 — 1983
PetroChina International (America) January 2010 - Present
Marcum LLP February 2008 - December 2009
IPC Systems, Inc. January 2004 - January 2008
Weiskopf, Silver Equities LLC January 2003 - January 2004
Calfee, Halter & Griswold LLP August 1999 - January 2003
Skills
Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Corporate Finance, Budgets, Accounting, Risk Management, MS Excel Pivot Tables, MS Access, Microsoft SQL Server, VBA
Education
Rollins College 1997 — 1999
Master of Business Administration (M.B.A.)
Sun Yat-Sen University 1993 — 1997
Bachelor's Degree, International Finance
Marcum LLP September 2009 - Present
Margolis & Company P.C. May 2001 - August 2009
BDO Seidman 1997 - 2001
Shotz Miller & Glusman P.C. October 1980 - October 1997
L&H 1971 - 1974
L&H 1971 - 1974
Skills
Forensic Analysis, Accounting, Healthcare, Forensic Accounting, Fraud, Business Valuation, CPA, GAAP, Auditing, Assurance, Tax, Tax Preparation, Due Diligence, Litigation Support, Income Tax, Litigation Consulting, Expert Witness, Mergers, ProSystem fx Tax, Revenue Recognition, Corporate Tax, Internal Controls, Tax Advisory, SEC filings, Tax Accounting, Tax Research, Mergers & Acquisitions, Sarbanes-Oxley Act, Enterprise Risk..., Partnership Taxation, Analysis, Certified Fraud Examiner, Financial Analysis, Financial Accounting, Management, External Audit, Financial Reporting, S Corporations
Education
Penn State University 1967 — 1971
BS, Accounting
Marcum, LLP 2005 - Present
Allan G. Pope, CPA, LLC July 1997 - August 2005
Education
Queens College 2001 — 2005
Bachelor of Arts (BA), Accounting
GlassRatner Advisory & Capital Group LLC December 2014 - Present
Marcum LLP January 2008 - November 2014
Barbee & Associates, Inc. February 2003 - January 2008
Kapila & Company March 1999 - November 2002
Skills
Forensic Accounting, Litigation Support, Business Valuation, Litigation Consulting, Bankruptcy, Accounting, CPA, GAAP, Internal Controls, Financial Reporting, Auditing, SEC filings, Tax, Financial Analysis, Sarbanes-Oxley Act
Education
Nova Southeastern University 1995 — 2002
MBA, Accounting and Business
BlackRock November 2013 - Present
Marcum LLP October 2010 - November 2013
Friedman LLP October 2003 - July 2010
Friedman October 2003 - July 2010
Deloitte October 1987 - February 2000
Deloitte 1987 - 2000
Skills
Auditing, Financial Reporting, Accounting, GAAP, Internal Controls, Due Diligence, Financial Statements, CPA, US GAAP, Financial Accounting, Real Estate, Financial Analysis
Education
Rutgers University-New Brunswick
Accounting
Marcum LLP April 2013 - Present
Cornerstone Accounting Group January 2009 - April 2013
Jacobs Levy Equity Management August 1991 - December 2006
Skills
Finance, Auditing, Securities, Corporate Finance, Banking, Investment Management, Insurance, Corporate Law, Back Office, Hedge Funds, Alternative Investments, Equities, Asset Management, Financial Statements
Education
Rutgers, The State University of New Jersey-Newark
MBA, Business Administration
University of Pennsylvania - The Wharton School
BSE, Accounting and Finance
Marcum & Kliegman LLP November 1994 - Present
Marcum LLP 1994 - Present
Education
Queens College 1964 — 1968
BA, accounting
Goldfinger & Lassar LLP February 2010 - Present
Marcum LLP January 2010 - Present
Wilson Elser Moskowitz Edelman & Dicker LLP July 1998 - January 2010
Skills
Trusts, Estate Planning, Tax, Estate Administration, Wills, Estate Law, Legal Writing, Real Estate, Corporate Law, High Net Worth..., Legal Research, Real Estate Transactions, Elder Law, Gift Tax, Probate
Education
Rutgers University School of Law - Camden 1980 — 1983
Juris Doctor, Law
University at Albany, SUNY 1976 — 1979
BS, Buisiness
Solomon Schechter High School 1972 — 1976
High School
Sedesco Inc. September 2014 - Present
Marcum LLP April 2013 - Present
Cornerstone Accounting Group LLP September 2009 - Present
Chelsea Property Group January 2005 - September 2009
The Great Atlantic and Pacific Tea Co. Inc. May 2001 - January 2005
Comstock & Theakston, Inc. November 1992 - April 2001
Skills
Finance, Microsoft Word, Microsoft Excel, Accounts Payable, Forecasting, Operations Management, Budgets, Management, Marketing, Leases, Auditing, Due Diligence, Valuation, General Ledger, Accounting, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Hedge Funds, Property Management, Cash Management, Real Estate, Internal Controls, Variance Analysis, Financial Modeling, Microsoft Office, Investments, Account Reconciliation, Financial Statements
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2007
MS in Taxation, Tax
Universidad Nacional Mayor de San Marcos
Universidad Nacional Mayor de San Marcos
Marcum LLP September 2013 - Present
Warnaco, Inc. November 2007 - Present
Ernst & Young September 1991 - November 2007
Skills
Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, SEC filings, US GAAP, Enterprise Risk..., Auditing, Risk Assessment, Financial Audits, Revenue Recognition, Sarbanes-Oxley, Consolidation, IT Audit, GAAP, Variance Analysis, SOX 404, IFRS, External Audit, COSO, SAS70, CPA, Financial Accounting, Cost Accounting
Education
Southern Connecticut State University
Bachelor's degree, Accounting
Marcum LLP July 2011 - Present
Marcum LLP July 2011 - 2011
Skills
Governmental Auditing, OMB Circular A-133, Audits of Employee..., CPA, Government Accounting, GAAP
Education
Roger Williams University
BS, Accounting
Marcum LLP January 2011 - Present
Deloitte 2007 - 2010
Deloitte Tax LLP 2007 - 2010
Skills
Partnership Taxation, Hedge Funds, Private Equity, International Tax, Tax Research, Alternative Investments, Publicly Traded..., Corporate Tax, Individual Taxation, Tax, GAAP, CPA, Tax Advisory, SEC filings, Tax Accounting, High Net Worth..., Income Tax, Tax Preparation, Financial Statements, Financial Analysis
Education
City University of New York-Queens College 2005 — 2007
Bachelors, Acccounting/Economics
Milford Fabricating Co May 2012 - Present
Marcum LLP February 2012 - May 2012
Konowitz, Kahn & Company, P.C. September 2001 - February 2012
Quinnipiac University August 2008 - December 2008
Skills
Management, Financial Reporting, Financial Accounting, Accounting, Collections, CPA, Employee Relations
Education
Quinnipiac University 1998 — 2000
Certificate, Accounting
The University of Connecticut School of Business 1996 — 1998
MBA, Accounting / Finance
University of Vermont 1988 — 1993
BA, Psychology
Marcum LLP September 2013 - Present
BlumShapiro November 2011 - September 2013
Ann Taylor July 2009 - November 2011
Deloitte September 2007 - May 2009
Education
Southern Connecticut State University 2005 — 2007
BS, Accounting
Sharp HealthCare March 2012 - Present
Marcum LLP August 2009 - February 2012
Skills
Tax, Risk Assessment, Internal Audit, Internal Controls, US GAAP, Financial Statements, GAAP, Cost Accounting, Management, Process Improvement, Budgets, Sarbanes-Oxley Act
Education
CALIFORNIA STATE UNIVERSITY SAN MARCOS 2005 — 2008
Bachelor of Science (BS), Business Administration; Accountancy
Palomar College 2003 — 2005
Undergraduate
Marcum LLP April 2013 - Present
Cornerstone Accounting Group LLP June 2011 - Present
Cornerstone Accounting Group October 2003 - May 2011
Skills
Financial Accounting, Auditing, Accounting, Finance, Tax, Mergers & Acquisitions
Education
Pace University
B.A., Accounting
Marcum LLP December 2004 - Present
Skills
Tax Research, Financial Planners, US GAAP, FIN 48, Income Tax, Tax, Tax Preparation, Tax Returns, International Taxation, Corporate Tax, Tax Accounting, International Tax
Education
Nova Southeastern University 2005 — 2006
Master's Degree, Taxation
Nova Southeastern University 2004 — 2005
Master's Degree, Accounting
Nova Southeastern University 2000 — 2004
Bachelor's Degree, Accounting
Gray, Gray & Gray August 2015 - Present
AAFCPAs September 2012 - June 2015
Marcum LLP January 2012 - April 2012
C & C Consulting Engineers March 2010 - May 2011
Professional Services Corporation August 2006 - August 2009
Linbeck Construction June 2005 - December 2005
Skills
Financial Accounting, Tax Preparation, audit, tax, revi, Compilation Of..., Auditing, Tax Returns, QuickBooks, Tax, Financial Reporting
Education
Northeastern University 2011 — 2012
MSA/MBA, Accounting and Business, 3.81
Tufts University 2002 — 2006
Bachelor of Science, Civil Engineering, 3.11
Marcum LLP November 2011 - Present
Cornerstone Accounting Group LLP January 2008 - November 2011
Rosenberg, Jurash & Associates, PC January 2007 - December 2007
Skills
US GAAP, GAAP, External Audit, Financial Statements, Tax Preparation, Internal Controls, CPA, Big 4, SEC filings, Tax Accounting, Corporate Tax, Tax Research, Financial Reporting, Auditing, Financial Accounting
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2006
MBA, Accounting and Finance
American International Group June 2005 - August 2012
Marcum LLP December 2004 - June 2005
Radian December 1999 - October 2004
PXRE Reinsurance 1998 - 1999
Swiss Re 1990 - 1997
Amax Incorporated 1986 - 1990
AMAX Incorporated 1985 - 1986
General Foods Corporations 1984 - 1985
Deloitte 1982 - 1984
KPMG 1979 - 1982
Skills
Business Process..., Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, GAAP, Financial Analysis, Forecasting, Finance, Risk Management, Internal Audit, Budgets, Cash Management, Tax, Reinsurance, Insurance, Financial Risk, Banking, Strategic Financial..., Underwriting, Mergers & Acquisitions, Enterprise Risk..., Financial Accounting, Accounting, Financial Statements, General Ledger, US GAAP, Financial Audits, Executive Management, Financial Modeling, IFRS, Managerial Finance, Statutory Accounting, Cash Flow, Sarbanes-Oxley, Consolidation, Variance Analysis, SEC filings, Corporate Finance, Due Diligence, External Audit, Account Reconciliation, Cost Accounting, CPA, Financial Services, Treasury, Revenue Recognition, Restructuring, Hyperion Enterprise, Forensic Accounting
Education
Pace University - Lubin School of Business 1975 — 1979
BBA, Accounting
City of San José October 2014 - Present
City of San José March 2014 - October 2014
Badawi & Associates, CPAs March 2012 - February 2014
Marcum LLP October 2010 - March 2012
Stonefield Josephson, Inc. (merged into Marcum LLP) March 2010 - October 2010
Caporicci & Larson (merged into Stonefield Josephson, Inc.) May 2005 - March 2010
Shape Products November 2003 - April 2005
Skills
Assurance, Tax, US GAAP, Auditing
Education
University of Oregon - Charles H. Lundquist College of Business 2000 — 2003
Master, Accounting
Peking University 1994 — 1998
Bachelor, International Relations
Marcum LLP 2007 - Present
Skills
US GAAP, Hedge Funds, Mutual Funds, Partnership Taxation, Alternative Investments, Tax, GAAP, CPA, Private Equity, Due Diligence, Corporate Tax, Forensic Accounting, Financial Analysis, Tax Accounting, Accounting, Financial Accounting, SEC filings, Mergers & Acquisitions, Start-ups, Tax Research, Tax Returns, Income Tax, Financial Reporting, Auditing, International Tax, Internal Controls, Tax Advisory, Fund Of Funds, Tax Law, Sales Tax, High Net Worth..., Trusts, Tax Preparation, US Tax, Gift Tax, IRS, Business Valuation, Estate Tax Planning, SEC Filings
Education
Seton Hall University School of Law 1972 — 1976
JD, Law
Seton Hall University 1966 — 1970
BS, Accounting
Katzman Weinstein LLC January 2011 - Present
Grassi & Co. 2008 - 2009
Marcum LLP 2006 - 2008
Ernst & Young 1997 - 2006
Skills
Income Tax, High Net Worth..., Tax Compliance, Individual Taxation, Tax Preparation, Partnership Taxation, Tax, International Tax, Tax Accounting, Tax Research, Corporate Tax, Tax Returns, FIN 48, Financial Reporting, GAAP, CPA, Accounting, S Corporations, Tax Advisory
Education
Pace University - Lubin School of Business
Accounting
E Mortgage Management, LLC. April 2013 - Present
Marcum LLP June 2011 - April 2013
Macy's June 2004 - March 2013
gdloft September 2008 - April 2010
Skills
Help Desk Support, Windows, Information Technology, Computer Hardware, Microsoft Office, Document Imaging, Image Manipulation, Digital Illustration, Adobe Acrobat, PC, Team-oriented, HTML emails, CSS, Microsoft Exchange, Active Directory, Web Development, Mac, Customer Service
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2009
B.A., Graphic Design, 3.4 GPA
Gloucester County College 2004 — 2006
A.A.S., Computer Graphic Arts-Interactive Media, 3.4 GPA
Deptford High School 2000 — 2004
Marcum LLP 2007 - Present
Skills
Corporate Tax, Tax Research, Tax Accounting, Tax, International Tax, Tax Returns, Income Tax, CPA, Tax Advisory, Accounting
Education
Quinnipiac University 1980 — 1984
B.S. - Accounting, Accounting
Marcum LLP December 2013 - Present
Grassi & Co. September 2012 - November 2013
Holtz Rubenstein Reminick LLP January 2005 - August 2012
Education
The Ohio State University 2002 — 2003
Master, Accounting
Rochester Institute of Technology 2000 — 2001
Master, Finance
Marcum LLP April 2013 - Present
Fairleigh Dickinson University April 2008 - Present
Cornerstone Accounting Group LLP/The Schonbraun McCann Group April 2000 - April 2013
Skills
GAAP, SEC filings, Financial Reporting, Auditing, Internal Controls, US GAAP, Revenue Recognition, Financial Accounting, Corporate Tax
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Master of Science (MS), Taxation
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
Economics
Marcum LLP October 2014 - April 2015
BDO USA, LLP January 2010 - June 2012
BDO USA, LLP January 2010 - October 2010
Department of Veterans Affairs July 2008 - December 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Accounting, SEC filings, Internal Audit, Financial Analysis, GAAP, US GAAP, Financial Accounting, General Ledger, Retail, Manufacturing, Business Cycle, Revenue Recognition, Assurance
Education
Pace University 2005 — 2009
MBA, Public Accounting, Strategic Management
Pace University-New York 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Marcum LLP November 2013 - Present
Deloitte Tax August 2006 - October 2013
Skills
Tax, Tax Research, International Tax, Partnership Taxation, Corporate Tax, Tax Accounting
Education
Pace University - Lubin School of Business
Bachelors, Accounting
Pace University - Lubin School of Business
Masters, Taxation
N.O.I.T.U Insurance Trust Fund November 2009 - Present
Marcum LLP January 2008 - October 2009
New York State Insurance Department November 2003 - January 2008
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, Financial Analysis, Insurance, Microsoft Excel, Access, Health Insurance, GAAP, Sarbanes-Oxley Act, US GAAP
Education
Queens College 1999 — 2003
Bachelors of Arts, Accounting
Marcum LLP July 2005 - Present
Skills
Partnership Taxation, Tax Research, Tax Accounting, GAAP, ProSystem fx Tax, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Returns, GoSystems, QuickBooks, Account Management, Staff Supervision, Staff Development
Education
Rutgers University
Bachelor's degree, Accounting
Silverpeak Real Estate Partners August 2012 - August 2014
Marcum LLP September 2006 - July 2012
Skills
Fund Accounting, Hedge Funds, Auditing, Accounting, US GAAP, GAAP, Financial Accounting, Financial Reporting, Fund Of Funds, Alternative Investments, Financial Analysis, Financial Statements, Investments, Private Equity
Education
New York University 2002 — 2006
Bachelor of Science (BS), Finance
Marcum LLP January 2013 - Present
Marcus & Levine, CPAs September 2011 - June 2012
Education
Nova Southeastern University 2012 — 2013
Master's degree, Accounting
University of Central Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Ever and Company, P.A. June 2015 - Present
Marcum LLP 2014 - 2015
Bank of America January 2009 - October 2013
Wachovia Securities January 2007 - January 2009
ABN Amro January 2003 - January 2006
Skills
Loans, Mortgage Lending, Credit, Finance, Financial Analysis, Portfolio Management, Auditing, Commercial Banking, Banking, Risk Management, Credit Risk, Financial Modeling, Underwriting, Commercial Lending, Credit Analysis, Management, Accounting, Sales, Tax
Education
University of Miami 1996 — 2000
Bachelor’s in Business Administration, Marketing
Nova Southeastern University 2012 — 2014
Master of Taxation
Nova Southeastern University 2010 — 2012
Bachelor of Science, Accounting
Pine Crest School 1982 — 1996
Marcum LLP August 2007 - Present
Skills
Auditing, ProSystem fx Tax, Financial Reporting, Financial Accounting, SEC filings, US GAAP
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Accounting
Marcum LLP September 2013 - Present
Mendonca & Partners CPAs LLC January 2009 - September 2013
Skills
GAAP, Corporate Tax, US GAAP, Income Tax, Auditing, CPA, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Tax Preparation, Tax Returns, Sales Tax, QuickBooks, General Ledger, External Audit, Financial Statements, Tax, Tax Accounting, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
BS, Accounting
Marcum LLP
Skills
Forensic Accounting
Education
Quinnipiac University 1986 — 1990
Bachelor of Science (B.S.), Accounting