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
Chloe D'Agostino Chloe D'Agostino's Marcum LLP Experience September 2014 - Present
Job Supervisor at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2014 - Present
Marcum LLP September 2013 - September 2014
Marcum LLP May 2011 - August 2013
University of Connecticut - Dining Services September 2010 - May 2011
Marcum LLP (formerly UHY Advisors) January 2010 - April 2010
Skills
Microsoft Office, Tax, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Tax Preparation, Income Tax, Corporate Tax, Tax Research
Education
University of Connecticut 2007 — 2011
BS, Accounting
Woodland Regional High School 2003 — 2007
Marcum LLP September 2014 - Present
Marcum LLP September 2013 - September 2014
Marcum LLP May 2011 - August 2013
University of Connecticut - Dining Services September 2010 - May 2011
Marcum LLP (formerly UHY Advisors) January 2010 - April 2010
Skills
Microsoft Office, Tax, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Tax Preparation, Income Tax, Corporate Tax, Tax Research
Education
University of Connecticut 2007 — 2011
BS, Accounting
Woodland Regional High School 2003 — 2007
Kimberly Overstreet Ouellette Kimberly Overstreet Ouellette's Marcum LLP Experience January 2011 - February 2013
Job Vice President, Estate Settlement at PNC
Industry Banking
Experience
PNC October 2014 - Present
Northern Trust February 2013 - October 2014
Marcum LLP January 2011 - February 2013
Spencer Fane Britt & Browne September 2008 - May 2010
Skills
Estate Tax Planning, Tax, Tax Research, Trusts, Estate Planning, Tax Law, CPA, Tax Accounting, Tax Returns, Tax Preparation, High Net Worth..., Financial Planners, Income Tax, Litigation, Corporate Tax
Education
University of Missouri-Kansas City School of Law 2007 — 2008
LL.M., Taxation
University of Arkansas at Little Rock, William H. Bowen School of Law 2004 — 2007
J.D., Law
University of Central Arkansas 2000 — 2004
B.B.A., Accounting
PNC October 2014 - Present
Northern Trust February 2013 - October 2014
Marcum LLP January 2011 - February 2013
Spencer Fane Britt & Browne September 2008 - May 2010
Skills
Estate Tax Planning, Tax, Tax Research, Trusts, Estate Planning, Tax Law, CPA, Tax Accounting, Tax Returns, Tax Preparation, High Net Worth..., Financial Planners, Income Tax, Litigation, Corporate Tax
Education
University of Missouri-Kansas City School of Law 2007 — 2008
LL.M., Taxation
University of Arkansas at Little Rock, William H. Bowen School of Law 2004 — 2007
J.D., Law
University of Central Arkansas 2000 — 2004
B.B.A., Accounting
Shant Melkonian, CPA Shant Melkonian, CPA's Marcum LLP Experience January 2009 - April 2011
Job Investment Banker at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Melkon Group May 2011 - February 2014
Marcum LLP January 2009 - April 2011
McGladrey October 2006 - November 2008
Grant Thornton LLP August 2005 - August 2006
Northwestern Mutual February 2003 - March 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Due Diligence, Financial Institutions, Internal Controls, Strategic Financial..., Management Consulting, Risk Management, Microsoft Excel, Project Management, Business Planning, Management, Financial Reporting, Auditing, Financial Accounting, Financial Planning, Business Development, Microsoft Word, Forecasting, Corporate Finance, Operational Due..., Business Strategy, Internal Audit, Tax, Managerial Finance, Financial Audits, Financial Statements
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of California, Riverside 2001 — 2005
Bachelor of Science, Business - Finance and Accounting
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Melkon Group May 2011 - February 2014
Marcum LLP January 2009 - April 2011
McGladrey October 2006 - November 2008
Grant Thornton LLP August 2005 - August 2006
Northwestern Mutual February 2003 - March 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Due Diligence, Financial Institutions, Internal Controls, Strategic Financial..., Management Consulting, Risk Management, Microsoft Excel, Project Management, Business Planning, Management, Financial Reporting, Auditing, Financial Accounting, Financial Planning, Business Development, Microsoft Word, Forecasting, Corporate Finance, Operational Due..., Business Strategy, Internal Audit, Tax, Managerial Finance, Financial Audits, Financial Statements
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of California, Riverside 2001 — 2005
Bachelor of Science, Business - Finance and Accounting
Stephanie de Boer Stephanie de Boer's Marcum LLP Experience June 2014 - Present
Job Internal Accounting Coordinator
Industry Accounting
Experience
Marcum LLP June 2014 - Present
Mandee January 2011 - June 2014
Tropical Rendezvous May 2008 - August 2011
UPSEU June 2010 - September 2010
Skills
Customer Service
Education
Suffolk County Community College 2011 — 2013
Associate of Science (AS), Business Administration
Marcum LLP June 2014 - Present
Mandee January 2011 - June 2014
Tropical Rendezvous May 2008 - August 2011
UPSEU June 2010 - September 2010
Skills
Customer Service
Education
Suffolk County Community College 2011 — 2013
Associate of Science (AS), Business Administration
Adam Kemp's Marcum LLP Experience January 2012 - January 2015
Job Senior Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Marcum LLP January 2012 - January 2015
Brinster & Bergman LLP December 2010 - October 2011
The Bank of New York Mellon May 2010 - September 2010
Skills
Tax Preparation, Corporate Tax, High Net Worth..., Tax Accounting, Trusts, Microsoft Excel, GoSystems, Engagement, Account Reconciliation, Income Tax, Financial Statements, Tax, Accounting, ProSystem fx Tax, Payroll, QuickBooks
Education
Towson University 2006 — 2010
Bachelors Of Science, Accounting
PwC January 2015 - Present
Marcum LLP January 2012 - January 2015
Brinster & Bergman LLP December 2010 - October 2011
The Bank of New York Mellon May 2010 - September 2010
Skills
Tax Preparation, Corporate Tax, High Net Worth..., Tax Accounting, Trusts, Microsoft Excel, GoSystems, Engagement, Account Reconciliation, Income Tax, Financial Statements, Tax, Accounting, ProSystem fx Tax, Payroll, QuickBooks
Education
Towson University 2006 — 2010
Bachelors Of Science, Accounting
James Siciliano's Marcum LLP Experience February 2013 - October 2014
Job Accountant at New England Development
Industry Accounting
Experience
New England Development November 2014 - Present
Marcum LLP February 2013 - October 2014
Hub International September 2010 - February 2013
Skills
Accounts Receivable, Insurance, Risk Management, Property & Casualty..., Financial Reporting, Accounting, Employee Benefits, Financial Analysis, Health Insurance, Commercial Insurance, General Insurance, Auditing, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, General Ledger, GAAP, Internal Audit, Strategic Financial..., Financial Accounting, US GAAP, Payroll, Financial Statements, SEC filings, Journal Entries, Finance, Variance Analysis
Education
Suffolk University 2006 — 2010
Finance, General
New England Development November 2014 - Present
Marcum LLP February 2013 - October 2014
Hub International September 2010 - February 2013
Skills
Accounts Receivable, Insurance, Risk Management, Property & Casualty..., Financial Reporting, Accounting, Employee Benefits, Financial Analysis, Health Insurance, Commercial Insurance, General Insurance, Auditing, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, General Ledger, GAAP, Internal Audit, Strategic Financial..., Financial Accounting, US GAAP, Payroll, Financial Statements, SEC filings, Journal Entries, Finance, Variance Analysis
Education
Suffolk University 2006 — 2010
Finance, General
D'Addio Michael D'Addio Michael's Marcum LLP Experience January 2013 - Present
Job Principal at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2013 - Present
Bailey, Moore, Glazer, Schaefer & Proto, LLP September 1978 - January 2013
Skills
Business Tax Planning, Partnership Taxation, Inheritance Tax Planning, Corporate Tax Planning, Personal Tax Planning, State Tax Planning, Tax Preparation, Business Planning, Tax Attorney, Public Lecturer on Tax..., Author on Variety of..., Teacher in Masters of...
Education
The University of Connecticut School of Law 1975 — 1978
Juris Doctor
Yale University 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government
Hopkins Grammar School 1968 — 1971
Marcum LLP January 2013 - Present
Bailey, Moore, Glazer, Schaefer & Proto, LLP September 1978 - January 2013
Skills
Business Tax Planning, Partnership Taxation, Inheritance Tax Planning, Corporate Tax Planning, Personal Tax Planning, State Tax Planning, Tax Preparation, Business Planning, Tax Attorney, Public Lecturer on Tax..., Author on Variety of..., Teacher in Masters of...
Education
The University of Connecticut School of Law 1975 — 1978
Juris Doctor
Yale University 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government
Hopkins Grammar School 1968 — 1971
Jay Chiang Jay Chiang's Marcum LLP Experience November 2006 - March 2008
Job Senior Technology Architect at The Howard Hughes Corporation
Industry Information Technology and Services
Experience
The Howard Hughes Corporation November 2013 - Present
Gensler February 2013 - November 2013
Eze Castle Integration April 2008 - 2012
Marcum LLP November 2006 - March 2008
Skills
Windows Server, Windows 7, Cisco Technologies, Avaya Site..., Avaya IP Telephony, Citrix, NetApp, Blackberry Enterprise..., Exchange ActiveSync, Backup Exec, Systems Engineering, LAN-WAN, SMTP, Symantec Antivirus, Enterprise Vault, SAN, NAS, Active Directory, SCCM, VMware, ShoreTel, Mac OS
Education
SUNY Stony Brook
Bachelor of Science (BS), Information systems
State University of New York at Stony Brook
Bachelor of Science (BS), Applied Mathematics
The Howard Hughes Corporation November 2013 - Present
Gensler February 2013 - November 2013
Eze Castle Integration April 2008 - 2012
Marcum LLP November 2006 - March 2008
Skills
Windows Server, Windows 7, Cisco Technologies, Avaya Site..., Avaya IP Telephony, Citrix, NetApp, Blackberry Enterprise..., Exchange ActiveSync, Backup Exec, Systems Engineering, LAN-WAN, SMTP, Symantec Antivirus, Enterprise Vault, SAN, NAS, Active Directory, SCCM, VMware, ShoreTel, Mac OS
Education
SUNY Stony Brook
Bachelor of Science (BS), Information systems
State University of New York at Stony Brook
Bachelor of Science (BS), Applied Mathematics
Faraz Amiralaei, CPA Faraz Amiralaei, CPA's Marcum LLP Experience September 2015 - Present
Job Assurance Services at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2015 - Present
Marcum LLP January 2014 - Present
N. Cheng & Co., P.C. May 2012 - January 2014
Marcum LLP September 2011 - March 2012
Macias Gini & O'Connell LLP October 2010 - January 2011
Hannon O'Brien (Chartered Accountants) March 2008 - June 2009
Skills
Audit, Auditing, Accounting, GAAP, Internal Controls, Financial Accounting, Financial Reporting, External Audit, General Ledger, Assurance, US GAAP, Financial Statements, Tax Returns, Tax, Corporate Tax, CPA, Account Reconciliation, QuickBooks
Education
Pace University-New York 2013 — 2014
Master of Science (MS), Information Systems
CPA Licensed 2012 — 2012
ACCA 2007 — 2009
Professional Education, Accounting
The Chartered Institute of Management Accountants 2006 — 2006
Certificate, Business Accounting
Azad University 2001 — 2006
BS, Accounting
Marcum LLP September 2015 - Present
Marcum LLP January 2014 - Present
N. Cheng & Co., P.C. May 2012 - January 2014
Marcum LLP September 2011 - March 2012
Macias Gini & O'Connell LLP October 2010 - January 2011
Hannon O'Brien (Chartered Accountants) March 2008 - June 2009
Skills
Audit, Auditing, Accounting, GAAP, Internal Controls, Financial Accounting, Financial Reporting, External Audit, General Ledger, Assurance, US GAAP, Financial Statements, Tax Returns, Tax, Corporate Tax, CPA, Account Reconciliation, QuickBooks
Education
Pace University-New York 2013 — 2014
Master of Science (MS), Information Systems
CPA Licensed 2012 — 2012
ACCA 2007 — 2009
Professional Education, Accounting
The Chartered Institute of Management Accountants 2006 — 2006
Certificate, Business Accounting
Azad University 2001 — 2006
BS, Accounting
Cole Weber's Marcum LLP Experience November 2010 - February 2014
Job Finance at Strava, Inc.
Industry Accounting
Experience
Strava, Inc. February 2014 - Present
Marcum LLP November 2010 - February 2014
PricewaterhouseCoopers LLP September 2007 - November 2010
Skills
Assurance, GAAP, Auditing, US GAAP, Internal Controls, SEC filings, CPA, Financial Reporting, Accounting, External Audit, Sarbanes-Oxley Act, Financial Accounting
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts (BA), Business/Economics w/ Accounting Emphasis
Strava, Inc. February 2014 - Present
Marcum LLP November 2010 - February 2014
PricewaterhouseCoopers LLP September 2007 - November 2010
Skills
Assurance, GAAP, Auditing, US GAAP, Internal Controls, SEC filings, CPA, Financial Reporting, Accounting, External Audit, Sarbanes-Oxley Act, Financial Accounting
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts (BA), Business/Economics w/ Accounting Emphasis
Rosanne Migliorino Rosanne Migliorino's Marcum LLP Experience March 2004 - December 2012
Job Family Office CFO at Energy Capital Partners
Industry Accounting
Experience
Energy Capital Partners January 2015 - Present
CBIZ MHM, LLC December 2012 - December 2014
Marcum LLP March 2004 - December 2012
Goldman Sachs July 1997 - February 2004
Ernst & Young 1984 - 1997
Skills
High Net Worth..., Asset Managment, Tax, Hedge Funds, Valuation, Private Equity, Financial Reporting, Tax Preparation, Estate Planning, Finance, Alternative Investments, Business, Financial Analysis, Income Tax, Strategic Financial..., Portfolio Management, Financial Planners, Financial Modeling, Tax Accounting, Accounting, Investments, Investment Advisory, Asset Management, Trusts, Financial Planning, Due Diligence, CPA, SEC filings
Education
Pace University
Master of Science (MS), Accounting
Adelphi University 1982 — 1984
Bachelor of Arts (BA), English Literature & History
State University of New York College at Oneonta 1980 — 1982
English Literature and History
Energy Capital Partners January 2015 - Present
CBIZ MHM, LLC December 2012 - December 2014
Marcum LLP March 2004 - December 2012
Goldman Sachs July 1997 - February 2004
Ernst & Young 1984 - 1997
Skills
High Net Worth..., Asset Managment, Tax, Hedge Funds, Valuation, Private Equity, Financial Reporting, Tax Preparation, Estate Planning, Finance, Alternative Investments, Business, Financial Analysis, Income Tax, Strategic Financial..., Portfolio Management, Financial Planners, Financial Modeling, Tax Accounting, Accounting, Investments, Investment Advisory, Asset Management, Trusts, Financial Planning, Due Diligence, CPA, SEC filings
Education
Pace University
Master of Science (MS), Accounting
Adelphi University 1982 — 1984
Bachelor of Arts (BA), English Literature & History
State University of New York College at Oneonta 1980 — 1982
English Literature and History
Kathleen Suker Kathleen Suker's Marcum LLP Experience November 2000 - Present
Job Manager at Marcum LLP, Forensic Accounting, Business Valuation and Litigation Support
Industry Accounting
Experience
Marcum LLP November 2000 - Present
Magnan Graizzaro & Associates LLC August 1997 - November 2000
Skills
Fraud Investigations, Forensic Accounting, Litigation Support, Business Valuation, Certified Fraud Examiner, Business Interruption
Education
State University of New York College at Old Westbury
Masters, Accounting
Marcum LLP November 2000 - Present
Magnan Graizzaro & Associates LLC August 1997 - November 2000
Skills
Fraud Investigations, Forensic Accounting, Litigation Support, Business Valuation, Certified Fraud Examiner, Business Interruption
Education
State University of New York College at Old Westbury
Masters, Accounting
Gabriela (Gabriela Sotero de Menezes) Sotero de Menezes's Marcum LLP Experience 2015 - Present
Job Assurance Intern at Marcum LLP
Industry Accounting
Experience
Marcum LLP 2015 - Present
Jorgensen Center for the Performing Arts August 2013 - December 2014
Alpha Martial Arts 2009 - June 2012
Shelley Morrison Associates 2012 - 2012
Skills
Written & Verbal..., Public Speaking, Creative Writing, Photoshop, Sports Coaching, Microsoft Office, Customer Service, Event Planning, Facebook, Social Networking, Research, Teaching, Social Media, Accounting
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor's degree, Accounting, Junior
Seattle Academy of the Arts and Sciences 2009 — 2012
Marcum LLP 2015 - Present
Jorgensen Center for the Performing Arts August 2013 - December 2014
Alpha Martial Arts 2009 - June 2012
Shelley Morrison Associates 2012 - 2012
Skills
Written & Verbal..., Public Speaking, Creative Writing, Photoshop, Sports Coaching, Microsoft Office, Customer Service, Event Planning, Facebook, Social Networking, Research, Teaching, Social Media, Accounting
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor's degree, Accounting, Junior
Seattle Academy of the Arts and Sciences 2009 — 2012
Heather L. Santonino, CPA Heather L. Santonino, CPA's Marcum LLP Experience September 2013 - Present
Job Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2013 - Present
Marcum LLP January 2013 - Present
Sheehan & Company, CPA, PC September 2004 - January 2013
Marks Paneth & Shron LLP January 2003 - September 2004
Mayer & Company, LLP January 2001 - November 2002
Skills
High Net Worth..., Expatriate Tax, Tax Preparation, ProSystem fx Tax, CPA, Tax Research, Tax, Income Tax, Corporate Tax, Tax Returns, Sales Tax, Assurance, Partnership Taxation, Financial Statements, GAAP
Education
St. Joseph's College 1998 — 2002
B.S., Accounting
Marcum LLP September 2013 - Present
Marcum LLP January 2013 - Present
Sheehan & Company, CPA, PC September 2004 - January 2013
Marks Paneth & Shron LLP January 2003 - September 2004
Mayer & Company, LLP January 2001 - November 2002
Skills
High Net Worth..., Expatriate Tax, Tax Preparation, ProSystem fx Tax, CPA, Tax Research, Tax, Income Tax, Corporate Tax, Tax Returns, Sales Tax, Assurance, Partnership Taxation, Financial Statements, GAAP
Education
St. Joseph's College 1998 — 2002
B.S., Accounting
Scott Guidi's Marcum LLP Experience February 2010 - August 2011
Job Executive Recruiter at Pega
Industry Computer Software
Experience
Pegasystems August 2011 - Present
Marcum LLP February 2010 - August 2011
Manpower Inc. Boston, MA May 2009 - February 2010
Professional Staffing Group November 2008 - May 2009
Skills
Product Management, Pre-sales, System Architecture, Engineering, Accounting, Leadership, Business Process Design, Management, Business Process..., Technical Recruiting, Change Management, Executive Search, Consulting, Talent Acquisition, Enterprise Software, Talent Management, Team Leadership, Cloud Computing, Enterprise Architecture, Sales Management, Process Improvement, Business Intelligence, Professional Services, Internet Recruiting, Recruiting, Applicant Tracking..., Business Process, Staffing Services, SDLC, CRM, Sales Operations, New Business Development, Sourcing, Integration, Sales, Management Consulting, Benefits Negotiation, Screening Resumes, Temporary Placement, SaaS, Business Development, Software Engineering, Finance, Business Analysis, Account Management, Team Management, Business Strategy, Project Management, Program Management, College Recruiting
Education
Needham High School
State University of New York College at Buffalo
BA, Sociology & Finance
Pegasystems August 2011 - Present
Marcum LLP February 2010 - August 2011
Manpower Inc. Boston, MA May 2009 - February 2010
Professional Staffing Group November 2008 - May 2009
Skills
Product Management, Pre-sales, System Architecture, Engineering, Accounting, Leadership, Business Process Design, Management, Business Process..., Technical Recruiting, Change Management, Executive Search, Consulting, Talent Acquisition, Enterprise Software, Talent Management, Team Leadership, Cloud Computing, Enterprise Architecture, Sales Management, Process Improvement, Business Intelligence, Professional Services, Internet Recruiting, Recruiting, Applicant Tracking..., Business Process, Staffing Services, SDLC, CRM, Sales Operations, New Business Development, Sourcing, Integration, Sales, Management Consulting, Benefits Negotiation, Screening Resumes, Temporary Placement, SaaS, Business Development, Software Engineering, Finance, Business Analysis, Account Management, Team Management, Business Strategy, Project Management, Program Management, College Recruiting
Education
Needham High School
State University of New York College at Buffalo
BA, Sociology & Finance
Jeff Bloch Jeff Bloch's Marcum LLP Experience September 2011 - Present
Job Marketing executive with unparalleled CRM, digital marketing, salesforce automation and business intelligence experience
Industry Marketing and Advertising
Experience
Marcum LLP September 2011 - Present
Infinity Info Systems May 2000 - September 2011
Reebok June 1998 - May 2000
Nautica August 1996 - June 1998
Tommy Hilfiger January 1993 - August 1996
Skills
Microsoft CRM, New Business Development, Project Management, Account Management, Consulting, CRM, Marketing Strategy, Sales, Social Media, Business Strategy, Email Marketing, Marketing, Analysis, Business Analysis, Networking, Salesforce.com, Vendor Management, Microsoft Office, Training, Strategic Planning, Business Intelligence, Competitive Analysis, Leadership, Business Development
Education
SUNY Plattsburgh 1987 — 1991
Bachelor of Science, Busines Marketing
Sachem High School 1984 — 1987
High School Diploma, Regents Diploma
Marcum LLP September 2011 - Present
Infinity Info Systems May 2000 - September 2011
Reebok June 1998 - May 2000
Nautica August 1996 - June 1998
Tommy Hilfiger January 1993 - August 1996
Skills
Microsoft CRM, New Business Development, Project Management, Account Management, Consulting, CRM, Marketing Strategy, Sales, Social Media, Business Strategy, Email Marketing, Marketing, Analysis, Business Analysis, Networking, Salesforce.com, Vendor Management, Microsoft Office, Training, Strategic Planning, Business Intelligence, Competitive Analysis, Leadership, Business Development
Education
SUNY Plattsburgh 1987 — 1991
Bachelor of Science, Busines Marketing
Sachem High School 1984 — 1987
High School Diploma, Regents Diploma
Jenna Terribile Jenna Terribile's Marcum LLP Experience January 2014 - Present
Job Audit Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
KPMG August 2011 - December 2013
KPMG US June 2009 - August 2009
Oncology Services International May 2008 - December 2008
Skills
Financial Accounting, Internal Controls, Auditing, GAAP, Accounting, SEC filings
Education
University at Buffalo
Master of Science (MS), Accounting
University at Buffalo
Bachelor of Science (BS), Accounting
Marcum LLP January 2014 - Present
KPMG August 2011 - December 2013
KPMG US June 2009 - August 2009
Oncology Services International May 2008 - December 2008
Skills
Financial Accounting, Internal Controls, Auditing, GAAP, Accounting, SEC filings
Education
University at Buffalo
Master of Science (MS), Accounting
University at Buffalo
Bachelor of Science (BS), Accounting
Thomas Plunkett, CPA Thomas Plunkett, CPA's Marcum LLP Experience January 2007 - May 2011
Job Commercial Tax Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
True Partners Consulting May 2011 - May 2014
Marcum LLP January 2007 - May 2011
Skills
GoSystem Tax RS, Corporate Tax, Partnership Taxation, Income Tax, Tax Research, Tax Accounting, Tax Preparation, CPA, Financial Reporting, Tax Returns
Education
St. Joseph's College 2003 — 2006
Bachelor's degree, Accounting
Andersen Tax May 2014 - Present
True Partners Consulting May 2011 - May 2014
Marcum LLP January 2007 - May 2011
Skills
GoSystem Tax RS, Corporate Tax, Partnership Taxation, Income Tax, Tax Research, Tax Accounting, Tax Preparation, CPA, Financial Reporting, Tax Returns
Education
St. Joseph's College 2003 — 2006
Bachelor's degree, Accounting
Jacob Egert Jacob Egert's Marcum LLP Experience July 2014 - August 2014
Job JPMorgan Chase Corporate Analyst Development Program Summer Intern
Industry Accounting
Experience
JPMorgan Chase & Co. June 2015 - August 2015
Amazon August 2014 - May 2015
Marcum LLP July 2014 - August 2014
Regents Review 2011 - June 2014
Huntington Hills Swim and Racquet Club May 2010 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Stock Trading, Social Media, Teamwork, Time Management, Leadership, Public Speaking, Team Leadership, Management, Cpr Certified, Accounting, Microsoft Office, Strategic Planning, Market Research
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.7
JPMorgan Chase & Co. June 2015 - August 2015
Amazon August 2014 - May 2015
Marcum LLP July 2014 - August 2014
Regents Review 2011 - June 2014
Huntington Hills Swim and Racquet Club May 2010 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Stock Trading, Social Media, Teamwork, Time Management, Leadership, Public Speaking, Team Leadership, Management, Cpr Certified, Accounting, Microsoft Office, Strategic Planning, Market Research
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor's Degree, Accounting and Finance, 3.7
Tony Chau, CPA Tony Chau, CPA's Marcum LLP Experience February 2014 - Present
Job Senior Accountant
Industry Accounting
Experience
Marcum LLP February 2014 - Present
Todd & Duncan September 2013 - January 2014
Horowitz & Ullmann, PC January 2008 - August 2013
Catalyst Inc. July 2005 - November 2007
Center for Entrepreneurial Leadership September 2002 - May 2003
Skills
Accounting, Auditing, Non-profits, GAAP, Tax Preparation, QuickBooks, Microsoft Excel, Tax Research, Partnership Taxation, CPA, Tax Returns, Sales Tax, Corporate Tax, Financial Statements, Income Tax, ProSystem fx Tax, Peachtree, Financial Audits, Accruals, Bank Reconciliation, Accounts Payable, General Ledger, Revenue Recognition, US GAAP, Fixed Assets, PowerPoint, Journal Entries, Variance Analysis, Microsoft Office, Account Reconciliation, Cash Flow, Internal Controls, Yardi Voyager, Mas 90, Simply Accounting, Access, Payroll Taxes, Finance, Accounts Receivable, Tax, Payroll, Cash Flow Forecasting, Financial Accounting, Financial Reporting, Depreciation, Sarbanes-Oxley Act, Tax Accounting, Internal Audit
Education
University at Buffalo 2000 — 2005
Bachelor of Science, Accounting and Finance
Port Richmond High School 1997 — 2000
Marcum LLP February 2014 - Present
Todd & Duncan September 2013 - January 2014
Horowitz & Ullmann, PC January 2008 - August 2013
Catalyst Inc. July 2005 - November 2007
Center for Entrepreneurial Leadership September 2002 - May 2003
Skills
Accounting, Auditing, Non-profits, GAAP, Tax Preparation, QuickBooks, Microsoft Excel, Tax Research, Partnership Taxation, CPA, Tax Returns, Sales Tax, Corporate Tax, Financial Statements, Income Tax, ProSystem fx Tax, Peachtree, Financial Audits, Accruals, Bank Reconciliation, Accounts Payable, General Ledger, Revenue Recognition, US GAAP, Fixed Assets, PowerPoint, Journal Entries, Variance Analysis, Microsoft Office, Account Reconciliation, Cash Flow, Internal Controls, Yardi Voyager, Mas 90, Simply Accounting, Access, Payroll Taxes, Finance, Accounts Receivable, Tax, Payroll, Cash Flow Forecasting, Financial Accounting, Financial Reporting, Depreciation, Sarbanes-Oxley Act, Tax Accounting, Internal Audit
Education
University at Buffalo 2000 — 2005
Bachelor of Science, Accounting and Finance
Port Richmond High School 1997 — 2000
Jason Messina Jason Messina's Marcum LLP Experience September 2014 - Present
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2014 - Present
Marcum LLP November 2011 - September 2014
Yale New Haven Hospital June 2011 - November 2011
Suffolk University September 2007 - May 2011
Yale New Haven Hospital June 2010 - September 2010
Westaff 2008 - 2010
Education
University of Hartford 2011 — 2012
MSA, Accounting
Suffolk University - Sawyer Business School 2007 — 2011
BSBA, Accounting
John Cabot University 2009 — 2009
Study Abroad semester: Rome, Italy
Marcum LLP September 2014 - Present
Marcum LLP November 2011 - September 2014
Yale New Haven Hospital June 2011 - November 2011
Suffolk University September 2007 - May 2011
Yale New Haven Hospital June 2010 - September 2010
Westaff 2008 - 2010
Education
University of Hartford 2011 — 2012
MSA, Accounting
Suffolk University - Sawyer Business School 2007 — 2011
BSBA, Accounting
John Cabot University 2009 — 2009
Study Abroad semester: Rome, Italy
Myles Agen Myles Agen's Marcum LLP Experience August 2014 - Present
Job Staff, Tax Services at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2014 - Present
PwC October 2013 - July 2014
Suffolk University November 2012 - August 2013
US Securities and Exchange Commission June 2010 - May 2013
GVH Development September 2007 - September 2009
Private Lawn Care Business April 2006 - October 2008
Skills
Outlook, Excel, Microsoft Office, PowerPoint, Word, Writing Skills, Communication Skills, Group Work, Highly Adaptable, Team Oriented, Office Administration, Microsoft Word, Team-oriented, Microsoft Excel, Analysis, Auditing, Adaptation, Spreadsheets, Accounting
Education
Suffolk University 2008 — 2012
Undergrad, Accounting, 3.74
Suffolk University - Sawyer School of Management 2008 — 2012
BSBA, Accounting
Marcum LLP August 2014 - Present
PwC October 2013 - July 2014
Suffolk University November 2012 - August 2013
US Securities and Exchange Commission June 2010 - May 2013
GVH Development September 2007 - September 2009
Private Lawn Care Business April 2006 - October 2008
Skills
Outlook, Excel, Microsoft Office, PowerPoint, Word, Writing Skills, Communication Skills, Group Work, Highly Adaptable, Team Oriented, Office Administration, Microsoft Word, Team-oriented, Microsoft Excel, Analysis, Auditing, Adaptation, Spreadsheets, Accounting
Education
Suffolk University 2008 — 2012
Undergrad, Accounting, 3.74
Suffolk University - Sawyer School of Management 2008 — 2012
BSBA, Accounting
Sarah Vincentsen Sarah Vincentsen's Marcum LLP Experience February 2013 - Present
Job paraprofessional (seasonal) at Marcum, LLP
Industry Accounting
Experience
Marcum LLP February 2013 - Present
Parent, McLaughlin & Nangle, CPAs May 2001 - January 2013
UMC General Council on Ministries 1995 - 2001
United Theological Seminary 1991 - 1995
United Counties Trust Company 1990 - 1991
Skills
Tax, Nonprofits, Tax Preparation, Financial Accounting, Accounting
Education
Syracuse University 1964 — 1968
BA, Mathematics
Westmont Hilltop High School 1962 — 1964
Marcum LLP February 2013 - Present
Parent, McLaughlin & Nangle, CPAs May 2001 - January 2013
UMC General Council on Ministries 1995 - 2001
United Theological Seminary 1991 - 1995
United Counties Trust Company 1990 - 1991
Skills
Tax, Nonprofits, Tax Preparation, Financial Accounting, Accounting
Education
Syracuse University 1964 — 1968
BA, Mathematics
Westmont Hilltop High School 1962 — 1964
Jeffrey M. Yonkers, CPA Jeffrey M. Yonkers, CPA's Marcum LLP Experience October 2008 - December 2010
Job Chief Financial Officer at Best Yet Market, Inc.
Industry Accounting
Experience
Best Yet Market, Inc. January 2014 - Present
Grassi & Co. December 2010 - December 2013
Marcum LLP October 2008 - December 2010
EarthColor May 1999 - October 2008
Rothenberg & Company 1993 - 1995
Skills
IDEA Software, Financial Reporting, GAAP, Internal Controls, Accounting, Auditing, Cash Management, QuickBooks, Financial Accounting, General Ledger, Financial Statements, Budgets, Financial Analysis, Accounts Receivable, Tax, Finance, Mergers & Acquisitions, External Audit, Assurance
Education
State University of New York College at Oswego 1988 — 1992
BS, Accounting
Commack 1984 — 1988
Best Yet Market, Inc. January 2014 - Present
Grassi & Co. December 2010 - December 2013
Marcum LLP October 2008 - December 2010
EarthColor May 1999 - October 2008
Rothenberg & Company 1993 - 1995
Skills
IDEA Software, Financial Reporting, GAAP, Internal Controls, Accounting, Auditing, Cash Management, QuickBooks, Financial Accounting, General Ledger, Financial Statements, Budgets, Financial Analysis, Accounts Receivable, Tax, Finance, Mergers & Acquisitions, External Audit, Assurance
Education
State University of New York College at Oswego 1988 — 1992
BS, Accounting
Commack 1984 — 1988
Susan N. Dupuis Susan N. Dupuis's Marcum LLP Experience August 2012 - Present
Job Director at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2012 - Present
Dupuis & Company LLC August 2009 - August 2012
PricewaterhouseCoopers June 2008 - August 2009
UHY Advisors June 2007 - June 2008
Deloitte September 1998 - May 2007
Skills
Plannning, Tax, Income Tax, High Net Worth..., Estate Planning, Accounting, Strategic Financial..., Tax Accounting, Financial Planners, Due Diligence, Financial Reporting, Trusts, Tax Law
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA
Suffolk University Law School 1994 — 1998
J.D.
St. Lawrence University 1990 — 1994
Economics
Dartmouth High
Marcum LLP August 2012 - Present
Dupuis & Company LLC August 2009 - August 2012
PricewaterhouseCoopers June 2008 - August 2009
UHY Advisors June 2007 - June 2008
Deloitte September 1998 - May 2007
Skills
Plannning, Tax, Income Tax, High Net Worth..., Estate Planning, Accounting, Strategic Financial..., Tax Accounting, Financial Planners, Due Diligence, Financial Reporting, Trusts, Tax Law
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA
Suffolk University Law School 1994 — 1998
J.D.
St. Lawrence University 1990 — 1994
Economics
Dartmouth High
Phil Beissner's Marcum LLP Experience September 2006 - March 2010
Job Manager (FInancial Reporting) at W.P. Carey Inc.
Industry Accounting
Experience
W.P. Carey Inc. March 2013 - Present
CIFC September 2011 - March 2013
Comtech Telecommunications Corp March 2010 - September 2011
Marcum LLP September 2006 - March 2010
Skills
SEC filings, Financial Reporting, GAAP, US GAAP, Corporate Finance, Accounting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Auditing, Mergers & Acquisitions, Financial Accounting, Financial Analysis, CPA, Revenue Recognition, Consolidation, Financial Audits
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
MS, Accounting
W.P. Carey Inc. March 2013 - Present
CIFC September 2011 - March 2013
Comtech Telecommunications Corp March 2010 - September 2011
Marcum LLP September 2006 - March 2010
Skills
SEC filings, Financial Reporting, GAAP, US GAAP, Corporate Finance, Accounting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Auditing, Mergers & Acquisitions, Financial Accounting, Financial Analysis, CPA, Revenue Recognition, Consolidation, Financial Audits
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2005
MS, Accounting
Edward Chen, CPA Edward Chen, CPA's Marcum LLP Experience December 2005 - April 2007
Job Senior Audit Manager at Marks Paneth LLP
Industry Accounting
Experience
Marks Paneth LLP May 2007 - Present
Marcum LLP December 2005 - April 2007
Ernst & Young 1998 - 2004
Kings Brook Jewish Medical Center June 1999 - August 2002
Bond Beebe 1996 - 1998
Skills
Internal Controls, Accounting, GAAP, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Reporting, Financial Statements, Internal Audit, General Ledger, Assurance, CPA, US GAAP, External Audit, Corporate Tax, SEC Filings
Education
State University of New York at Buffalo - School of Management 1989 — 1993
Accounting
Marks Paneth LLP May 2007 - Present
Marcum LLP December 2005 - April 2007
Ernst & Young 1998 - 2004
Kings Brook Jewish Medical Center June 1999 - August 2002
Bond Beebe 1996 - 1998
Skills
Internal Controls, Accounting, GAAP, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Reporting, Financial Statements, Internal Audit, General Ledger, Assurance, CPA, US GAAP, External Audit, Corporate Tax, SEC Filings
Education
State University of New York at Buffalo - School of Management 1989 — 1993
Accounting
Jennifer Anzelone Jennifer Anzelone's Marcum LLP Experience June 2003 - May 2010
Job Controller at Shaub, Ahmuty, Citrin & Spratt, LLP
Industry Accounting
Experience
Shaub, Ahmuty, Citrin & Spratt, LLP June 2010 - Present
Marcum LLP June 2003 - May 2010
Mahoney Cohen November 1999 - November 2002
Skills
GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, Tax
Education
The Catholic University of America 1994 — 1998
Bachelor's degree, Accounting
Shaub, Ahmuty, Citrin & Spratt, LLP June 2010 - Present
Marcum LLP June 2003 - May 2010
Mahoney Cohen November 1999 - November 2002
Skills
GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, Tax
Education
The Catholic University of America 1994 — 1998
Bachelor's degree, Accounting
Cari Manteiga's Marcum LLP Experience November 2005 - October 2012
Job Tax Manager at Mayer CPAs LLP
Industry Accounting
Experience
Mayer CPAs LLP 2014 - Present
Callaghan Lucerino & Associates LLP November 2012 - January 2014
Marcum LLP November 2005 - October 2012
Ernst & Young January 2003 - November 2005
Skills
Tax Accounting, Partnership Taxation, CPA, Corporate Tax, GAAP, Tax, Financial Reporting, Tax Preparation, Auditing, Income Tax, SEC filings, Forensic Accounting, US GAAP, S Corporations, Tax Returns
Education
State University of New York College at Old Westbury
Bachelor of Science (BS), Accounting
Mayer CPAs LLP 2014 - Present
Callaghan Lucerino & Associates LLP November 2012 - January 2014
Marcum LLP November 2005 - October 2012
Ernst & Young January 2003 - November 2005
Skills
Tax Accounting, Partnership Taxation, CPA, Corporate Tax, GAAP, Tax, Financial Reporting, Tax Preparation, Auditing, Income Tax, SEC filings, Forensic Accounting, US GAAP, S Corporations, Tax Returns
Education
State University of New York College at Old Westbury
Bachelor of Science (BS), Accounting
Adam Wachler Adam Wachler's Marcum LLP Experience January 2013 - Present
Job Senior Staff Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2013 - Present
Marcum LLP July 2011 - August 2011
Education
University at Buffalo 2008 — 2012
Marcum LLP January 2013 - Present
Marcum LLP July 2011 - August 2011
Education
University at Buffalo 2008 — 2012
Alex Joffe Alex Joffe's Marcum LLP Experience March 2010 - June 2010
Job Senior Financial Reporting Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services July 2014 - Present
Grant Thornton LLP May 2012 - July 2014
Milligan & Company, LLC August 2011 - May 2012
Marcum LLP March 2010 - June 2010
Phillips Van Heusen May 2008 - August 2008
Skills
Auditing, Accounting, GAAP, Financial Audits, Tax Preparation, Internal Controls, US GAAP, SEC filings, Tax, Assurance, Financial Reporting, Sarbanes-Oxley Act, SEC Filings, Financial Accounting, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration, Accounting
Citco Fund Services July 2014 - Present
Grant Thornton LLP May 2012 - July 2014
Milligan & Company, LLC August 2011 - May 2012
Marcum LLP March 2010 - June 2010
Phillips Van Heusen May 2008 - August 2008
Skills
Auditing, Accounting, GAAP, Financial Audits, Tax Preparation, Internal Controls, US GAAP, SEC filings, Tax, Assurance, Financial Reporting, Sarbanes-Oxley Act, SEC Filings, Financial Accounting, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration, Accounting
Rose Ryan Rose Ryan's Marcum LLP Experience January 2011 - Present
Job Manager, Advisory Team at Marcum LLP
Industry Security and Investigations
Experience
Marcum LLP January 2011 - Present
Ryan Investigations 2010 - Present
CounterGroup 1997 - 2010
Decision Strategies 1997 - 2003
Skills
Investigations, Fraud, Due Diligence, Fraud Investigations, Investigation, Litigation Support, Risk Assessment, Risk Management, Surveillance, Research, Criminal Investigations, Forensic Accounting, Internal Investigations, Asset, Background Checks
Education
University of Massachusetts Lowell 1992 — 1995
MA, Criminal Justice Research
Suffolk University 1988 — 1992
BA, Sociology; Criminal Justice
Marcum LLP January 2011 - Present
Ryan Investigations 2010 - Present
CounterGroup 1997 - 2010
Decision Strategies 1997 - 2003
Skills
Investigations, Fraud, Due Diligence, Fraud Investigations, Investigation, Litigation Support, Risk Assessment, Risk Management, Surveillance, Research, Criminal Investigations, Forensic Accounting, Internal Investigations, Asset, Background Checks
Education
University of Massachusetts Lowell 1992 — 1995
MA, Criminal Justice Research
Suffolk University 1988 — 1992
BA, Sociology; Criminal Justice
Stephanie Starliper Stephanie Starliper's Marcum LLP Experience January 2013 - April 2013
Job Student at Temple University Fox School of Business and Management
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
Marcum LLP January 2013 - April 2013
Weber Gallagher Simpson Stapleton Fires & Newby LLP April 2012 - August 2012
Lochel's Bakery August 2005 - January 2012
Abington Memorial Hospital January 2009 - June 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Accounting, Financial Reporting, Tax Preparation, Bookkeeping, Accounts Receivable, Accounts Payable, Tax, Invoicing, Auditing
Education
Temple University - Fox School of Business and Management 2013 — 2014
Master of Accountancy, Accounting
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hatboro-Horsham Senior High School 2005 — 2009
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
Marcum LLP January 2013 - April 2013
Weber Gallagher Simpson Stapleton Fires & Newby LLP April 2012 - August 2012
Lochel's Bakery August 2005 - January 2012
Abington Memorial Hospital January 2009 - June 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Financial Accounting, Financial Reporting, Tax Preparation, Bookkeeping, Accounts Receivable, Accounts Payable, Tax, Invoicing, Auditing
Education
Temple University - Fox School of Business and Management 2013 — 2014
Master of Accountancy, Accounting
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hatboro-Horsham Senior High School 2005 — 2009
William Cloak William Cloak's Marcum LLP Experience September 2009 - Present
Job Supervisor Accounting Services at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2009 - Present
Margolis & Company, P.C. (merged with Marcum LLP) September 1997 - August 2009
Rickel Home Center June 1986 - December 1997
Skills
Accounting, Financial Accounting, GAAP, Tax, Auditing, Financial Statements, Tax Preparation, GoSystems, Pros Systems FX..., Student Financial Aid, Peachtree, QuickBooks, Partnership Taxation, Corporate Tax, Microsoft Excel, Assurance, Tax Accounting, Financial Reporting
Education
Strayer University-Pennsylvania 2009 — 2012
Bachelor of Science (BS), Accounting
Marcum LLP September 2009 - Present
Margolis & Company, P.C. (merged with Marcum LLP) September 1997 - August 2009
Rickel Home Center June 1986 - December 1997
Skills
Accounting, Financial Accounting, GAAP, Tax, Auditing, Financial Statements, Tax Preparation, GoSystems, Pros Systems FX..., Student Financial Aid, Peachtree, QuickBooks, Partnership Taxation, Corporate Tax, Microsoft Excel, Assurance, Tax Accounting, Financial Reporting
Education
Strayer University-Pennsylvania 2009 — 2012
Bachelor of Science (BS), Accounting
Ilene Forrest Ilene Forrest's Marcum LLP Experience November 2003 - May 2007
Job CPA and Advisor to Hedge Funds, Private Equity Funds, and Funds of Funds
Industry Accounting
Experience
Berdon LLP November 2007 - Present
Marcum LLP November 2003 - May 2007
CIBC Oppenheimer August 1990 - July 2003
Skills
Hedge Funds, Private Equity Funds, Fund of Funds, Domestic and Offshore..., Audit, Fund Administration, Financial Reporting
Education
University at Albany
Bachelor of Science (BS), Accounting
Berdon LLP November 2007 - Present
Marcum LLP November 2003 - May 2007
CIBC Oppenheimer August 1990 - July 2003
Skills
Hedge Funds, Private Equity Funds, Fund of Funds, Domestic and Offshore..., Audit, Fund Administration, Financial Reporting
Education
University at Albany
Bachelor of Science (BS), Accounting
Alan Markowitz Alan Markowitz's Marcum LLP Experience December 2007 - Present
Job Assurance Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP December 2007 - Present
J.H. Cohn LLP 1979 - 2007
Skills
SEC Registrations and..., Internal Controls, Mergers, Reverse Mergers, Mergers & Acquisitions, Financial Reporting, IPO, Private Equity, Business Valuation, Corporate Governance, SEC filings, Assurance, Revenue Recognition, Tax, Financial Services, Forensic Accounting, US GAAP, SEC Filings, Due Diligence, Auditing
Education
Temple University - Fox School of Business and Management 1976 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Marcum LLP December 2007 - Present
J.H. Cohn LLP 1979 - 2007
Skills
SEC Registrations and..., Internal Controls, Mergers, Reverse Mergers, Mergers & Acquisitions, Financial Reporting, IPO, Private Equity, Business Valuation, Corporate Governance, SEC filings, Assurance, Revenue Recognition, Tax, Financial Services, Forensic Accounting, US GAAP, SEC Filings, Due Diligence, Auditing
Education
Temple University - Fox School of Business and Management 1976 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Erwin Villaorduna Erwin Villaorduna's Marcum LLP Experience January 2008 - April 2009
Job Director of Finance at The Ideal School of Manhattan
Industry Education Management
Experience
The IDEAL School of Manhattan July 2015 - Present
Seven Seas Products January 2011 - Present
International School of Brooklyn July 2013 - June 2015
The Nightingale-Bamford School October 2010 - May 2011
The Spence School March 2010 - October 2010
Marcum LLP January 2008 - April 2009
Villa Parrilla Restaurant October 1999 - January 2003
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Accounting, Mergers, Business Strategy, Financial Reporting, Economics, Finance, Mergers & Acquisitions, Business Development
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance
University of New Haven 2006 — 2007
BS, Economics
Universidad del Pacífico (PE) 1997 — 2001
BS, Economics
The IDEAL School of Manhattan July 2015 - Present
Seven Seas Products January 2011 - Present
International School of Brooklyn July 2013 - June 2015
The Nightingale-Bamford School October 2010 - May 2011
The Spence School March 2010 - October 2010
Marcum LLP January 2008 - April 2009
Villa Parrilla Restaurant October 1999 - January 2003
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Accounting, Mergers, Business Strategy, Financial Reporting, Economics, Finance, Mergers & Acquisitions, Business Development
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance
University of New Haven 2006 — 2007
BS, Economics
Universidad del Pacífico (PE) 1997 — 2001
BS, Economics
Paul Weller's Marcum LLP Experience January 2011 - September 2012
Job Fund Accountant at H.I.G. Capital
Industry Accounting
Experience
H.I.G. Capital March 2013 - Present
FLSV Fund Administration September 2012 - February 2013
Marcum LLP January 2011 - September 2012
T.D. Davidson January 2010 - May 2010
Skills
Hedge Funds, Accounting, GAAP, Alternative Investments, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2005 — 2010
Master of Accounting, BSM Finance, Accounting, Finance
H.I.G. Capital March 2013 - Present
FLSV Fund Administration September 2012 - February 2013
Marcum LLP January 2011 - September 2012
T.D. Davidson January 2010 - May 2010
Skills
Hedge Funds, Accounting, GAAP, Alternative Investments, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2005 — 2010
Master of Accounting, BSM Finance, Accounting, Finance
Sandi Lawlor Sandi Lawlor's Marcum LLP Experience February 2005 - November 2009
Job Director Finance at Estée Lauder
Industry Accounting
Experience
Esteé Lauder February 2014 - Present
Charles A. Barragato & Co. LLP CPAs December 2010 - December 2014
Marcum LLP February 2005 - November 2009
Ernst & Young July 1997 - February 2005
Skills
CPA, Tax Accounting, High Net Worth..., Partnership Taxation, Tax Research, Tax Preparation, Tax, Income Tax, QuickBooks, Tax Returns, GAAP, Auditing, S Corporations, Corporate Tax
Education
SUNY Geneseo 1991 — 1995
Bachelor of Science (BS), Accounting
Esteé Lauder February 2014 - Present
Charles A. Barragato & Co. LLP CPAs December 2010 - December 2014
Marcum LLP February 2005 - November 2009
Ernst & Young July 1997 - February 2005
Skills
CPA, Tax Accounting, High Net Worth..., Partnership Taxation, Tax Research, Tax Preparation, Tax, Income Tax, QuickBooks, Tax Returns, GAAP, Auditing, S Corporations, Corporate Tax
Education
SUNY Geneseo 1991 — 1995
Bachelor of Science (BS), Accounting
Jim Napora Jim Napora's Marcum LLP Experience January 2012 - Present
Job Owner at James R. Napora, CPA
Industry Government Administration
Experience
Marcum LLP January 2012 - Present
James R. Napora, CPA February 1984 - Present
Defense Contract Audit Agency February 1982 - January 2010
Defense Contract Audit Agency February 1982 - January 2010
Skills
Auditing, Government Contracting, FAR, General Ledger, Government Accounting, DCAA, Financial Reporting, Cost Accounting, Program Management, CPA, Accounting, Training, Internal Controls, Government Procurement, Government, GAAP, Contract Negotiation, Cost Accounting..., Variance Analysis, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance, Account Reconciliation, QuickBooks, Internal Audit, Access, Financial Analysis, Corporate Tax, Tax Preparation, Deltek, Cash Management, Budgets, Income Tax, Partnership Taxation, Forecasting, Small Business, Strategic Financial..., Financial Statements
Education
State University of New York College at Buffalo 1972 — 1976
Bachelor in Applied Science, Accounting and Business/Management
Marcum LLP January 2012 - Present
James R. Napora, CPA February 1984 - Present
Defense Contract Audit Agency February 1982 - January 2010
Defense Contract Audit Agency February 1982 - January 2010
Skills
Auditing, Government Contracting, FAR, General Ledger, Government Accounting, DCAA, Financial Reporting, Cost Accounting, Program Management, CPA, Accounting, Training, Internal Controls, Government Procurement, Government, GAAP, Contract Negotiation, Cost Accounting..., Variance Analysis, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Managerial Finance, Account Reconciliation, QuickBooks, Internal Audit, Access, Financial Analysis, Corporate Tax, Tax Preparation, Deltek, Cash Management, Budgets, Income Tax, Partnership Taxation, Forecasting, Small Business, Strategic Financial..., Financial Statements
Education
State University of New York College at Buffalo 1972 — 1976
Bachelor in Applied Science, Accounting and Business/Management
Matthew Carlson, CPA's Marcum LLP Experience 2012 - 2014
Job Manager, Financial Planning & Analysis
Industry Accounting
Experience
Amphenol 2014 - Present
Marcum LLP 2012 - 2014
Marcum LLP 2011 - 2012
Marcum LLP 2010 - 2011
UHY Advisors 2009 - 2010
UHY Advisors 2007 - 2008
Skills
Auditing, Accounting, GAAP, SEC filings, US GAAP, Internal Controls, CPA, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, General Ledger, Assurance, Consolidation, Financial Statements, Financial Analysis, Variance Analysis, Sarbanes-Oxley, SEC Filings
Education
University of Connecticut 2007 — 2008
MS, Accounting
University of Connecticut 2002 — 2007
BS, Accounting
Amphenol 2014 - Present
Marcum LLP 2012 - 2014
Marcum LLP 2011 - 2012
Marcum LLP 2010 - 2011
UHY Advisors 2009 - 2010
UHY Advisors 2007 - 2008
Skills
Auditing, Accounting, GAAP, SEC filings, US GAAP, Internal Controls, CPA, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, General Ledger, Assurance, Consolidation, Financial Statements, Financial Analysis, Variance Analysis, Sarbanes-Oxley, SEC Filings
Education
University of Connecticut 2007 — 2008
MS, Accounting
University of Connecticut 2002 — 2007
BS, Accounting
Robert Derbabian's Marcum LLP Experience May 2010 - Present
Job Senior Director of Business Development, Marcum LLP, SEC, Middle Market CPAs, Hedge Funds, Private Equity Due Diligence
Industry Accounting
Experience
Opus Connect August 2015 - Present
Marcum LLP May 2010 - Present
TAAAPs May 2011 - Present
Union College Business Network - NYC Chapter January 2007 - Present
Wells Fargo Capital Finance March 2009 - May 2010
Capital Business Credit/Capital TempFunds February 2008 - February 2009
Signature Bank April 2006 - February 2008
Sterling National Bank March 1999 - April 2006
Citibank February 1985 - March 1999
Skills
Public Speaking, Sales Process, Event Management, Credit Analysis, Speaking Engagements, Sports Marketing, Credit, Funding, Banking, Hedge Funds, New Business Development, Private Equity, Investment Banking, Accounting, Middle Market, Mergers, Factoring, Commercial Banking, Investments, Commercial Lending, Business Development
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA, Finance
Union College 1979 — 1983
BA, Economics
Opus Connect August 2015 - Present
Marcum LLP May 2010 - Present
TAAAPs May 2011 - Present
Union College Business Network - NYC Chapter January 2007 - Present
Wells Fargo Capital Finance March 2009 - May 2010
Capital Business Credit/Capital TempFunds February 2008 - February 2009
Signature Bank April 2006 - February 2008
Sterling National Bank March 1999 - April 2006
Citibank February 1985 - March 1999
Skills
Public Speaking, Sales Process, Event Management, Credit Analysis, Speaking Engagements, Sports Marketing, Credit, Funding, Banking, Hedge Funds, New Business Development, Private Equity, Investment Banking, Accounting, Middle Market, Mergers, Factoring, Commercial Banking, Investments, Commercial Lending, Business Development
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA, Finance
Union College 1979 — 1983
BA, Economics
Jamie Gartner Jamie Gartner's Marcum LLP Experience August 2014 - Present
Job Staff Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2014 - Present
Lotierzo & Associates CPA PC – Westhampton Beach, NY March 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Java, HTML, Windows, Payroll, Account Reconciliation, QuickBooks, Bookkeeping, Bank Reconciliation, Tax, Accounting, General Ledger, Time Management, Outlook, Data Entry, Analysis, Sales Tax, Tax Returns, Financial Accounting, Financial Reporting, Financial Analysis, Corporate Tax, Social Networking, Financial Statements, Tax Preparation, Auditing, Journal Entries
Education
State University of New York College at Old Westbury 2010 — 2013
Bachelor's degree, Accounting
Marcum LLP August 2014 - Present
Lotierzo & Associates CPA PC – Westhampton Beach, NY March 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Java, HTML, Windows, Payroll, Account Reconciliation, QuickBooks, Bookkeeping, Bank Reconciliation, Tax, Accounting, General Ledger, Time Management, Outlook, Data Entry, Analysis, Sales Tax, Tax Returns, Financial Accounting, Financial Reporting, Financial Analysis, Corporate Tax, Social Networking, Financial Statements, Tax Preparation, Auditing, Journal Entries
Education
State University of New York College at Old Westbury 2010 — 2013
Bachelor's degree, Accounting
Alan L. Schmuckler CPA Alan L. Schmuckler CPA's Marcum LLP Experience December 2010 - May 2014
Job at McGladrey
Industry Accounting
Experience
Marcum LLP December 2010 - May 2014
Robin Kramer & Green, LLP August 2008 - July 2010
Zinman & Company PC CPA's 2007 - 2008
American Financial Realty Trust 2003 - 2007
Kramont Realty Trust 1998 - 2002
Skills
Accounting, Small Business, Preparation, Financial Statements, Tax Preparation, Financial Reporting, General Ledger, Account Reconciliation, Auditing, Corporate Tax, Variance Analysis, Financial Analysis, Accounts Receivable, Financial Accounting, Accruals, QuickBooks, Tax, GAAP
Education
Temple University 1975 — 1979
Bachelor of Business Administration, Accounting
Central High School 1971 — 1975
Diploma, Academic
Marcum LLP December 2010 - May 2014
Robin Kramer & Green, LLP August 2008 - July 2010
Zinman & Company PC CPA's 2007 - 2008
American Financial Realty Trust 2003 - 2007
Kramont Realty Trust 1998 - 2002
Skills
Accounting, Small Business, Preparation, Financial Statements, Tax Preparation, Financial Reporting, General Ledger, Account Reconciliation, Auditing, Corporate Tax, Variance Analysis, Financial Analysis, Accounts Receivable, Financial Accounting, Accruals, QuickBooks, Tax, GAAP
Education
Temple University 1975 — 1979
Bachelor of Business Administration, Accounting
Central High School 1971 — 1975
Diploma, Academic
Dan Effron's Marcum LLP Experience February 1999 - Present
Job MultiState Tax & Compliance Expert; State & Local Tax Practice Leader; Partner at Marcum, LLP
Industry Accounting
Experience
Marcum LLP February 1999 - Present
ARCO Chemical Company 1992 - 1999
KPMG 1985 - 1993
Education
The University of Texas at Austin 1977 — 1981
BBA, Accounting
Temple University
MST, Taxation
haddon twp high school
Marcum LLP February 1999 - Present
ARCO Chemical Company 1992 - 1999
KPMG 1985 - 1993
Education
The University of Texas at Austin 1977 — 1981
BBA, Accounting
Temple University
MST, Taxation
haddon twp high school
Anastasia Smirnova Anastasia Smirnova's Marcum LLP Experience January 2014 - May 2015
Job Staff Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - May 2015
HQTEC SYSTEMS October 2010 - December 2013
PricewaterhouseCoopers LLP January 2012 - June 2012
Methodist Home for Children September 2011 - December 2011
MENU MON September 2005 - August 2010
Skills
Tax Preparation, Accounts Payable, Account Reconciliation, Tax Returns, Invoicing, IFRS, Finance, Financial Statements, Journal Entries, General Ledger, Tax, GAAP, Accounting, Financial Reporting, Financial Accounting, Outlook, Income Tax, Auditing, QuickBooks, Accounts Receivable, Tax Accounting, Peachtree, Corporate Tax, Fixed Assets, Sarbanes-Oxley Act, Tax Research, Analysis, Bookkeeping
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor, Accounting
The Higher School of Economics 2001 — 2005
Bachelor, Finance
Marcum LLP January 2014 - May 2015
HQTEC SYSTEMS October 2010 - December 2013
PricewaterhouseCoopers LLP January 2012 - June 2012
Methodist Home for Children September 2011 - December 2011
MENU MON September 2005 - August 2010
Skills
Tax Preparation, Accounts Payable, Account Reconciliation, Tax Returns, Invoicing, IFRS, Finance, Financial Statements, Journal Entries, General Ledger, Tax, GAAP, Accounting, Financial Reporting, Financial Accounting, Outlook, Income Tax, Auditing, QuickBooks, Accounts Receivable, Tax Accounting, Peachtree, Corporate Tax, Fixed Assets, Sarbanes-Oxley Act, Tax Research, Analysis, Bookkeeping
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor, Accounting
The Higher School of Economics 2001 — 2005
Bachelor, Finance
Cliff Tang's Marcum LLP Experience February 2008 - February 2014
Job BuySide M&A at Phillip Roman and Company
Industry Venture Capital & Private Equity
Experience
Phillip Roman and Company March 2014 - Present
Marcum LLP February 2008 - February 2014
Indymac Bank January 2003 - January 2008
Skills
Mergers & Acquisitions, Marketing, Consulting, Business Development, Competitive Analysis, Networking, Management, Training, Leadership, Professional Services
Education
NY Institute of Finance
Professional Certificate, Finance
University of California, Berkeley
BA, Mass Communications
Phillip Roman and Company March 2014 - Present
Marcum LLP February 2008 - February 2014
Indymac Bank January 2003 - January 2008
Skills
Mergers & Acquisitions, Marketing, Consulting, Business Development, Competitive Analysis, Networking, Management, Training, Leadership, Professional Services
Education
NY Institute of Finance
Professional Certificate, Finance
University of California, Berkeley
BA, Mass Communications
Philip Cantwell, CPA Philip Cantwell, CPA's Marcum LLP Experience July 2011 - September 2012
Job Senior Forensic and Financial Services Associate at CBIZ
Industry Accounting
Experience
CBIZ August 2014 - Present
CBIZ October 2012 - August 2014
Marcum LLP July 2011 - September 2012
Marcum LLP July 2010 - July 2011
Becker Professional Education May 2010 - May 2011
Huntington Learning Center October 2008 - December 2009
CLARION MEDICAL LLC February 2008 - August 2008
Lou Beverage July 2005 - January 2008
Skills
Forensic Accounting, CPA, Accounting, Analysis, Data Analysis, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Auditing, Tax Preparation, Tax Accounting, GAAP
Education
Temple University 2009 — 2011
BBA, Accounting
University of Maryland College Park 2004 — 2007
Criminology
Shanahan 2001 — 2004
CBIZ August 2014 - Present
CBIZ October 2012 - August 2014
Marcum LLP July 2011 - September 2012
Marcum LLP July 2010 - July 2011
Becker Professional Education May 2010 - May 2011
Huntington Learning Center October 2008 - December 2009
CLARION MEDICAL LLC February 2008 - August 2008
Lou Beverage July 2005 - January 2008
Skills
Forensic Accounting, CPA, Accounting, Analysis, Data Analysis, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Auditing, Tax Preparation, Tax Accounting, GAAP
Education
Temple University 2009 — 2011
BBA, Accounting
University of Maryland College Park 2004 — 2007
Criminology
Shanahan 2001 — 2004
Carmen Wilson Carmen Wilson's Marcum LLP Experience October 1995 - July 2013
Job Finance Director at Center for Human Services
Industry Accounting
Experience
Center for Human Services April 2014 - Present
Marcum LLP October 1995 - July 2013
Stonefield Josephson October 1995 - October 2010
Skills
Auditing, Accounting, Financial Reporting, Management Consulting, Assurance, GAAP, CPA, Internal Controls, US GAAP, Tax, Financial Accounting, Financial Services, Corporate Tax, Financial Statements, Forensic Accounting, Financial Analysis, Revenue Recognition
Education
University of California, Berkeley
Bachelor of Science, Business Administration
Center for Human Services April 2014 - Present
Marcum LLP October 1995 - July 2013
Stonefield Josephson October 1995 - October 2010
Skills
Auditing, Accounting, Financial Reporting, Management Consulting, Assurance, GAAP, CPA, Internal Controls, US GAAP, Tax, Financial Accounting, Financial Services, Corporate Tax, Financial Statements, Forensic Accounting, Financial Analysis, Revenue Recognition
Education
University of California, Berkeley
Bachelor of Science, Business Administration
John Mezzanotte John Mezzanotte's Marcum LLP Experience February 2011 - Present
Job PartnerinCharge, Greenwich Office Marcum LLP
Industry Accounting
Experience
Marcum LLP February 2011 - Present
Mezzanotte Associates 2004 - 2011
Cap Juluca 1997 - 2007
Skills
Tax, International Tax, Trusts, Accounting, Forensic Accounting, Management, Income Tax, Corporate Tax, Strategic Planning, Due Diligence, Mergers & Acquisitions, GAAP, Real Estate, Business Valuation, Bankruptcy, CPA, Financial Services, Restructuring, Management Consulting, Business Strategy, Asset Management, Venture Capital, Transaction Structuring, Litigation Support
Education
The University of Connecticut School of Business
MBA, Finance
University of Connecticut
BS, Accounting
Marcum LLP February 2011 - Present
Mezzanotte Associates 2004 - 2011
Cap Juluca 1997 - 2007
Skills
Tax, International Tax, Trusts, Accounting, Forensic Accounting, Management, Income Tax, Corporate Tax, Strategic Planning, Due Diligence, Mergers & Acquisitions, GAAP, Real Estate, Business Valuation, Bankruptcy, CPA, Financial Services, Restructuring, Management Consulting, Business Strategy, Asset Management, Venture Capital, Transaction Structuring, Litigation Support
Education
The University of Connecticut School of Business
MBA, Finance
University of Connecticut
BS, Accounting
William Grotheer William Grotheer's Marcum LLP Experience November 1999 - Present
Job Senior Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP November 1999 - Present
Education
State University of New York College at Oswego 1992 — 1996
Bachelor’s Degree, Accounting
Marcum LLP November 1999 - Present
Education
State University of New York College at Oswego 1992 — 1996
Bachelor’s Degree, Accounting
Jennifer Olsen Alessi's Marcum LLP Experience 2002 - 2008
Job Events Director at Marcum & Kliegman LLP
Industry Accounting
Experience
Marcum & Kliegman LLP July 2006 - May 2008
Marcum LLP 2002 - 2008
Marcum & Kliegman LLP December 2001 - July 2006
Robocom Systems International April 1997 - August 2001
Frisby August 1994 - April 1997
Education
State University of New York College at Oneonta 1989 — 1993
BS, Business Economics- Marketing & Management
Massapequa High School 1987 — 1989
High School, General
Marcum & Kliegman LLP July 2006 - May 2008
Marcum LLP 2002 - 2008
Marcum & Kliegman LLP December 2001 - July 2006
Robocom Systems International April 1997 - August 2001
Frisby August 1994 - April 1997
Education
State University of New York College at Oneonta 1989 — 1993
BS, Business Economics- Marketing & Management
Massapequa High School 1987 — 1989
High School, General
Paul Mullins Paul Mullins's Marcum LLP Experience January 2013 - Present
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2013 - Present
Utopia Home Care, Inc. August 2011 - December 2012
Sportime January 2006 - July 2012
Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word
Education
State University of New York College at Old Westbury 2011 — 2013
Master of Science (MS), Accounting
SUNY Plattsburgh 2007 — 2011
BS, Accounting and Business/Management
Marcum LLP January 2013 - Present
Utopia Home Care, Inc. August 2011 - December 2012
Sportime January 2006 - July 2012
Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word
Education
State University of New York College at Old Westbury 2011 — 2013
Master of Science (MS), Accounting
SUNY Plattsburgh 2007 — 2011
BS, Accounting and Business/Management
Marcelene Parmelee Marcelene Parmelee's Marcum LLP Experience June 2010 - December 2011
Job Assistant Director, Dean of Students Office
Industry Higher Education
Experience
Suffolk University Law School July 2015 - Present
Suffolk University Law School March 2012 - Present
Marcum LLP June 2010 - December 2011
Equinox December 2008 - December 2009
Skills
Event Planning, Social Media, Customer Service, Public Relations, Sales, Advertising, Recruiting, Social Networking, Microsoft Excel, Event Management, Fundraising, PowerPoint, Microsoft Office, Account Management, Business Development, Management, Dreamweaver, Outlook
Education
Northeastern University- D'Amore McKim School of Business 2002 — 2007
Bachelor's Degree, International Business
Suffolk University 2012 — 2016
Master's Degree, Communication and Media Studies, Public Relations/ Advertising
Universidad de las Americas 2005 — 2006
International Business
Suffolk University Law School July 2015 - Present
Suffolk University Law School March 2012 - Present
Marcum LLP June 2010 - December 2011
Equinox December 2008 - December 2009
Skills
Event Planning, Social Media, Customer Service, Public Relations, Sales, Advertising, Recruiting, Social Networking, Microsoft Excel, Event Management, Fundraising, PowerPoint, Microsoft Office, Account Management, Business Development, Management, Dreamweaver, Outlook
Education
Northeastern University- D'Amore McKim School of Business 2002 — 2007
Bachelor's Degree, International Business
Suffolk University 2012 — 2016
Master's Degree, Communication and Media Studies, Public Relations/ Advertising
Universidad de las Americas 2005 — 2006
International Business
Jonathan Buckelew, CPA Jonathan Buckelew, CPA's Marcum LLP Experience November 2013 - Present
Job Accountant at Marcum LLP
Industry Financial Services
Experience
Marcum LLP November 2013 - Present
FGI Finance May 2012 - June 2013
Merrill Lynch June 2009 - August 2009
BTIG June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Mutual Funds, Management, Analysis, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2006 — 2010
Bachelors in Business Administration, Finance
Marcum LLP November 2013 - Present
FGI Finance May 2012 - June 2013
Merrill Lynch June 2009 - August 2009
BTIG June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Mutual Funds, Management, Analysis, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2006 — 2010
Bachelors in Business Administration, Finance
Anna Kozlik Anna Kozlik's Marcum LLP Experience January 2013 - April 2014
Job Staff Accountant Tax
Industry Accounting
Experience
Marcum LLP January 2013 - April 2014
ERT May 2011 - July 2011
Campaign for Working Families January 2011 - April 2011
Duane Morris LLP August 2010 - April 2011
PlaySay Inc. June 2010 - August 2010
Skills
Accounting, Tax, Tax Preparation, GAAP, General Ledger, Corporate Tax, Financial Statements, Financial Reporting, Income Tax, QuickBooks, Tax Research, Financial Accounting, Auditing, Partnership Taxation, Tax Returns, Account Reconciliation, Tax Accounting, SEC filings
Education
Temple University 2010 — 2012
Accounting
Marcum LLP January 2013 - April 2014
ERT May 2011 - July 2011
Campaign for Working Families January 2011 - April 2011
Duane Morris LLP August 2010 - April 2011
PlaySay Inc. June 2010 - August 2010
Skills
Accounting, Tax, Tax Preparation, GAAP, General Ledger, Corporate Tax, Financial Statements, Financial Reporting, Income Tax, QuickBooks, Tax Research, Financial Accounting, Auditing, Partnership Taxation, Tax Returns, Account Reconciliation, Tax Accounting, SEC filings
Education
Temple University 2010 — 2012
Accounting
Katrina Nieh's Marcum LLP Experience January 2015 - April 2015
Job Graduate of the Paul Merage School of Business at UC Irvine
Industry Higher Education
Experience
Marcum LLP January 2015 - April 2015
Orange County United Way January 2015 - April 2015
Advance Tax and Bookkeeping Service, Inc. August 2014 - December 2014
Dragon Acupuncture & Herb Center, Inc. March 2013 - September 2014
Roll Bar August 2011 - January 2013
iCamp Research Program June 2012 - August 2012
Skills
Research, PowerPoint, Event Planning, Social Networking, Data Entry, Microsoft Office, Detail-Oriented, Tax Preparation, Time Management, Communication, Customer Service, Microsoft Excel, Microsoft Word, Teamwork
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
UCLA Anderson School of Management
Travel-Study Program: International Taxation and International Business Law
Marcum LLP January 2015 - April 2015
Orange County United Way January 2015 - April 2015
Advance Tax and Bookkeeping Service, Inc. August 2014 - December 2014
Dragon Acupuncture & Herb Center, Inc. March 2013 - September 2014
Roll Bar August 2011 - January 2013
iCamp Research Program June 2012 - August 2012
Skills
Research, PowerPoint, Event Planning, Social Networking, Data Entry, Microsoft Office, Detail-Oriented, Tax Preparation, Time Management, Communication, Customer Service, Microsoft Excel, Microsoft Word, Teamwork
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
UCLA Anderson School of Management
Travel-Study Program: International Taxation and International Business Law
Jason Parnes Jason Parnes's Marcum LLP Experience January 2014 - September 2015
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
Marcum LLP January 2014 - September 2015
Frederator Studios August 2013 - December 2013
Self-Employed August 2012 - August 2013
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2013
BS, Accounting, Entrepreneurship and Emerging Enterprises
PwC September 2015 - Present
Marcum LLP January 2014 - September 2015
Frederator Studios August 2013 - December 2013
Self-Employed August 2012 - August 2013
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2013
BS, Accounting, Entrepreneurship and Emerging Enterprises
Jill Scher Jill Scher's Marcum LLP Experience February 2008 - May 2013
Job Tax Manager at Gettry Marcus CPA, P.C.
Industry Accounting
Experience
Gettry Marcus CPA, P.C. July 2013 - Present
The Center for Professional Education, Inc. ("CPE INC.") October 2012 - Present
Marcum LLP February 2008 - May 2013
United Business Media June 2002 - June 2007
Verizon September 1998 - June 2002
Arthur Andersen & Co. June 1994 - August 1998
Skills
Tax, Accounting, CPA, Financial Services, Trusts, Corporate Tax, Tax Advisory, Income Tax, Tax Returns, Tax Research, IRS, Tax Law, S Corporations, Partnership Taxation, Auditing, High Net Worth..., State Tax, Tax Preparation, Financial Reporting
Education
University at Albany, SUNY 1991 — 1995
MST, ACCOUNTING AND TAXATION
Gettry Marcus CPA, P.C. July 2013 - Present
The Center for Professional Education, Inc. ("CPE INC.") October 2012 - Present
Marcum LLP February 2008 - May 2013
United Business Media June 2002 - June 2007
Verizon September 1998 - June 2002
Arthur Andersen & Co. June 1994 - August 1998
Skills
Tax, Accounting, CPA, Financial Services, Trusts, Corporate Tax, Tax Advisory, Income Tax, Tax Returns, Tax Research, IRS, Tax Law, S Corporations, Partnership Taxation, Auditing, High Net Worth..., State Tax, Tax Preparation, Financial Reporting
Education
University at Albany, SUNY 1991 — 1995
MST, ACCOUNTING AND TAXATION
Kayla Ratikan Kayla Ratikan's Marcum LLP Experience October 2011 - Present
Job Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 2011 - Present
Skills
Internal Controls, GAAP, CPA, SEC filings, Tax, Auditing, US GAAP, Financial Reporting
Education
Pace University 2008 — 2011
BBA/MBA, Public Accounting
Suffolk County Community College 2006 — 2008
Associate's degree, Accounting
Marcum LLP October 2011 - Present
Skills
Internal Controls, GAAP, CPA, SEC filings, Tax, Auditing, US GAAP, Financial Reporting
Education
Pace University 2008 — 2011
BBA/MBA, Public Accounting
Suffolk County Community College 2006 — 2008
Associate's degree, Accounting
Michelle Lyons Michelle Lyons's Marcum LLP Experience September 2011 - November 2012
Job Sr. Financial Analyst/Accountant Royalty Finance at Warner Music Group
Industry Financial Services
Experience
Warner Music Group March 2014 - Present
McGladrey November 2012 - February 2014
Marcum LLP September 2011 - November 2012
Skills
Financial Audits, Microsoft Excel, General Ledger, Financial Analysis, US GAAP, Journal Entries, SAP, Finance, Financial Accounting
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Business & Economics, Emphasis in Accounting
Warner Music Group March 2014 - Present
McGladrey November 2012 - February 2014
Marcum LLP September 2011 - November 2012
Skills
Financial Audits, Microsoft Excel, General Ledger, Financial Analysis, US GAAP, Journal Entries, SAP, Finance, Financial Accounting
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Business & Economics, Emphasis in Accounting
Omar Rahman, CPA Omar Rahman, CPA's Marcum LLP Experience August 2010 - October 2011
Job Advisory Associate at KPMG
Industry Accounting
Experience
KPMG June 2013 - Present
Nationwide Insurance September 2012 - April 2013
GYL Decauwer LLP January 2012 - June 2012
Marcum LLP August 2010 - October 2011
California State Board of Equalization September 2008 - September 2010
Taycor Financial September 2007 - September 2008
Skills
Excel, Pfx Engagement, ProSystem fx Tax, PPC, Consultancy, Tax Preparation, Auditing, Government, Litigation Support, Forensic Accounting, Business Analysis, Forecasting, Engagement, Quickbooks, Word, Access, Microsoft Office, Direct Sales, Inside Sales, Contract Negotiation, Sales Tax Negotiation, Research, GAGAS, GAAS, GAAP, Sales Tax, Income Tax, CCH Research, QuickBooks, Microsoft Excel, Microsoft Word, Tax, Internal Audit, Internal Controls, Financial Reporting, CPA, Financial Statements, US GAAP, Sarbanes-Oxley Act, External Audit, Assurance, Account Reconciliation, Financial Audits, Analysis, Yellow Book, Consulting
Education
University of California, Los Angeles 2004 — 2007
BA, Economics
UC Riverside 2010 — 2010
Cost Accounting
KPMG June 2013 - Present
Nationwide Insurance September 2012 - April 2013
GYL Decauwer LLP January 2012 - June 2012
Marcum LLP August 2010 - October 2011
California State Board of Equalization September 2008 - September 2010
Taycor Financial September 2007 - September 2008
Skills
Excel, Pfx Engagement, ProSystem fx Tax, PPC, Consultancy, Tax Preparation, Auditing, Government, Litigation Support, Forensic Accounting, Business Analysis, Forecasting, Engagement, Quickbooks, Word, Access, Microsoft Office, Direct Sales, Inside Sales, Contract Negotiation, Sales Tax Negotiation, Research, GAGAS, GAAS, GAAP, Sales Tax, Income Tax, CCH Research, QuickBooks, Microsoft Excel, Microsoft Word, Tax, Internal Audit, Internal Controls, Financial Reporting, CPA, Financial Statements, US GAAP, Sarbanes-Oxley Act, External Audit, Assurance, Account Reconciliation, Financial Audits, Analysis, Yellow Book, Consulting
Education
University of California, Los Angeles 2004 — 2007
BA, Economics
UC Riverside 2010 — 2010
Cost Accounting
Nicole Levenson Sturtz, MPS's Marcum LLP Experience January 2011 - July 2012
Job Human Resources Manager
Industry Human Resources
Experience
Constellation Home Care September 2015 - Present
Sbarro November 2012 - November 2014
Marcum LLP January 2011 - July 2012
Macmillan October 2010 - December 2010
Accurate Staffing Solutions August 2010 - November 2010
Skills
Human Resources, Benefits Administration, Payroll, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, Event Planning, Event Management, Social Media, Employee Benefits, HRIS, Recruiting, Management, Interviews, Employee Relations, Administration, ADP Payroll, Onboarding
Education
Stony Brook University 2010 — 2012
Masters in Professional Studies
State University of New York College at Cortland 2004 — 2008
BA
Constellation Home Care September 2015 - Present
Sbarro November 2012 - November 2014
Marcum LLP January 2011 - July 2012
Macmillan October 2010 - December 2010
Accurate Staffing Solutions August 2010 - November 2010
Skills
Human Resources, Benefits Administration, Payroll, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, Event Planning, Event Management, Social Media, Employee Benefits, HRIS, Recruiting, Management, Interviews, Employee Relations, Administration, ADP Payroll, Onboarding
Education
Stony Brook University 2010 — 2012
Masters in Professional Studies
State University of New York College at Cortland 2004 — 2008
BA
Erik Fernandez, CPA Erik Fernandez, CPA's Marcum LLP Experience March 2013 - December 2013
Job Audit Senior at PwC
Industry Accounting
Experience
PwC January 2014 - Present
Marcum LLP March 2013 - December 2013
MGO July 2011 - February 2013
Skills
Financial Statements, US GAAP, Auditing, GAAP, External Audit, Financial Accounting, Internal Controls, Financial Reporting, Accounting, CPA
Education
University of California, Berkeley 2006 — 2010
Economics
PwC January 2014 - Present
Marcum LLP March 2013 - December 2013
MGO July 2011 - February 2013
Skills
Financial Statements, US GAAP, Auditing, GAAP, External Audit, Financial Accounting, Internal Controls, Financial Reporting, Accounting, CPA
Education
University of California, Berkeley 2006 — 2010
Economics
Chulssang Ham Chulssang Ham's Marcum LLP Experience December 2010 - July 2012
Job Assistant Controller at NCPHS
Industry Accounting
Experience
NCPHS January 2013 - Present
Pun & McGeady LLP August 2012 - January 2013
Marcum LLP December 2010 - July 2012
Heinfeld, Meech & Co., P.C. August 2006 - November 2010
Skills
Auditing, GAAP, Assurance, Accounting, Psychology, Single Audit, Financial Accounting, US GAAP, Financial Statements, Internal Controls, Revenue Recognition, External Audit, Sarbanes-Oxley Act, Forensic Accounting, Financial Analysis, Financial Reporting, CPA
Education
University of Arizona, Eller College of Management 2005 — 2006
Master's, Accounting
University of Arizona, Eller College of Management 2002 — 2005
Bachelor's, Accounting
NCPHS January 2013 - Present
Pun & McGeady LLP August 2012 - January 2013
Marcum LLP December 2010 - July 2012
Heinfeld, Meech & Co., P.C. August 2006 - November 2010
Skills
Auditing, GAAP, Assurance, Accounting, Psychology, Single Audit, Financial Accounting, US GAAP, Financial Statements, Internal Controls, Revenue Recognition, External Audit, Sarbanes-Oxley Act, Forensic Accounting, Financial Analysis, Financial Reporting, CPA
Education
University of Arizona, Eller College of Management 2005 — 2006
Master's, Accounting
University of Arizona, Eller College of Management 2002 — 2005
Bachelor's, Accounting
Ilyssa Kraus Blum Ilyssa Kraus Blum's Marcum LLP Experience June 1990 - Present
Job Assurance Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP June 1990 - Present
Skills
External Audit, Financial Accounting, Financial Reporting, Assurance, Audit, SEC reporting, GAAP, SEC filings, Internal Controls, Forensic Accounting, Auditing, Cash Flow, Internal Audit, Sarbanes-Oxley, Private Equity, CPA, Restructuring, Corporate Tax, Corporate Finance, Due Diligence, Financial Statements, Consolidation, Financial Audits, Business Valuation, Income Tax, Mergers & Acquisitions, Accounting, Financial Analysis, Tax Preparation, US GAAP, General Ledger, Strategic Financial..., Managerial Finance, Tax Accounting, Financial Modeling, Sarbanes-Oxley Act, QuickBooks, Tax, Finance, Revenue Recognition
Education
The University of Texas at Austin 1986 — 1990
BA, Accounting
American Heritage School 1983 — 1986
Marcum LLP June 1990 - Present
Skills
External Audit, Financial Accounting, Financial Reporting, Assurance, Audit, SEC reporting, GAAP, SEC filings, Internal Controls, Forensic Accounting, Auditing, Cash Flow, Internal Audit, Sarbanes-Oxley, Private Equity, CPA, Restructuring, Corporate Tax, Corporate Finance, Due Diligence, Financial Statements, Consolidation, Financial Audits, Business Valuation, Income Tax, Mergers & Acquisitions, Accounting, Financial Analysis, Tax Preparation, US GAAP, General Ledger, Strategic Financial..., Managerial Finance, Tax Accounting, Financial Modeling, Sarbanes-Oxley Act, QuickBooks, Tax, Finance, Revenue Recognition
Education
The University of Texas at Austin 1986 — 1990
BA, Accounting
American Heritage School 1983 — 1986
Manny Amaral Manny Amaral's Marcum LLP Experience January 2014 - October 2014
Job Financial Analyst at Harvard University
Industry Accounting
Experience
Harvard University November 2014 - Present
Marcum LLP January 2014 - October 2014
Braver PC November 2012 - December 2013
Adrian A. Gaspar & Co. November 2011 - November 2012
Skills
QuickBooks, Accounting, Financial Reporting, General Ledger, Tax Preparation, GAAP, Account Reconciliation, Corporate Tax, Financial Statements, US GAAP, Income Tax, Tax Accounting, Tax, Auditing, Financial Accounting, Internal Controls, Tax Research, Partnership Taxation, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Science (M.S.), Accounting
Suffolk University - Sawyer School of Management 2006 — 2010
Bachelor of Science (BS), Accounting
Harvard University November 2014 - Present
Marcum LLP January 2014 - October 2014
Braver PC November 2012 - December 2013
Adrian A. Gaspar & Co. November 2011 - November 2012
Skills
QuickBooks, Accounting, Financial Reporting, General Ledger, Tax Preparation, GAAP, Account Reconciliation, Corporate Tax, Financial Statements, US GAAP, Income Tax, Tax Accounting, Tax, Auditing, Financial Accounting, Internal Controls, Tax Research, Partnership Taxation, Financial Analysis
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Science (M.S.), Accounting
Suffolk University - Sawyer School of Management 2006 — 2010
Bachelor of Science (BS), Accounting
Jenna Shields Jenna Shields's Marcum LLP Experience June 2013 - July 2013
Job Staff Accountant at 21st Century Fox
Industry Accounting
Experience
21st Century Fox June 2014 - Present
Marcum LLP June 2013 - July 2013
Savarona Restaurant April 2008 - June 2013
Skills
Microsoft Office, Time Management, Fundraising, Customer Service, Social Networking, Social Media, Facebook, Public Speaking, Event Planning, Leadership, Outlook, Event Management, Marketing, Spanish, Photoshop, Sales, Social Media Marketing, Management, Human Resources
Education
State University of New York at Albany 2010 — 2014
Bachelor's Degree, Accounting
21st Century Fox June 2014 - Present
Marcum LLP June 2013 - July 2013
Savarona Restaurant April 2008 - June 2013
Skills
Microsoft Office, Time Management, Fundraising, Customer Service, Social Networking, Social Media, Facebook, Public Speaking, Event Planning, Leadership, Outlook, Event Management, Marketing, Spanish, Photoshop, Sales, Social Media Marketing, Management, Human Resources
Education
State University of New York at Albany 2010 — 2014
Bachelor's Degree, Accounting
Brian Seaman's Marcum LLP Experience June 2014 - Present
Job Underwriter at Fora Financial
Industry Accounting
Experience
Fora Financial September 2015 - Present
Marcum LLP June 2014 - Present
Camp Equinunk June 2010 - August 2013
Skills
Microsoft Office..., Microsoft Excel, Microsoft Word, Financial Accounting, Windows, Leadership, Microsoft Office, Income Tax, Research, English, Accounting, Auditing
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management, Finance, General
Roslyn High School 2007 — 2011
Fora Financial September 2015 - Present
Marcum LLP June 2014 - Present
Camp Equinunk June 2010 - August 2013
Skills
Microsoft Office..., Microsoft Excel, Microsoft Word, Financial Accounting, Windows, Leadership, Microsoft Office, Income Tax, Research, English, Accounting, Auditing
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management, Finance, General
Roslyn High School 2007 — 2011
James Wiedemann, CPA James Wiedemann, CPA's Marcum LLP Experience November 2010 - Present
Job Supervisor at Marcum LLP
Industry Accounting
Experience
Marcum LLP November 2010 - Present
Walker Industrial Products November 2004 - October 2010
University of Connecticut August 2007 - May 2010
Skills
Engagement, Microsoft Office, DDI, Auditing, Accounting, Customer Service, Time Management, GAAP, Financial Reporting, CPA, QuickBooks, Assurance
Education
The University of Connecticut 2010 — 2010
Masters, Accounting
The University of Connecticut 2006 — 2010
Bachelors, Accounting
Marcum LLP November 2010 - Present
Walker Industrial Products November 2004 - October 2010
University of Connecticut August 2007 - May 2010
Skills
Engagement, Microsoft Office, DDI, Auditing, Accounting, Customer Service, Time Management, GAAP, Financial Reporting, CPA, QuickBooks, Assurance
Education
The University of Connecticut 2010 — 2010
Masters, Accounting
The University of Connecticut 2006 — 2010
Bachelors, Accounting
Ira Kantor Ira Kantor's Marcum LLP Experience October 1995 - Present
Job at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 1995 - Present
marcum llp 1995 - 2009
Education
State University of New York College at Oswego 1982 — 1986
Kings park hs
Marcum LLP October 1995 - Present
marcum llp 1995 - 2009
Education
State University of New York College at Oswego 1982 — 1986
Kings park hs
Jeanmarie Barrella's Marcum LLP Experience July 2015 - Present
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP July 2015 - Present
Margolin, Winer & Evens LLP December 2013 - Present
Eastern Wholesale Fence June 2011 - September 2013
MPR Farms December 2009 - September 2011
Skills
Outlook, Excel, PowerPoint, Word, Accounting, Journal Entries, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Statements, GAAP, Financial Analysis, Spreadsheets, QuickBooks, Auditing, Finance, Invoicing, Microsoft Excel, Microsoft Word
Education
St. Joseph's College 2014 — 2015
Advanced Certificate in Human Resources, Human Resources Development
Saint Joseph's College 2011 — 2013
Bachelor of Science, Accounting, 3.9
Suffolk County Community College 2010 — 2011
Accounting, 4.0
Marcum LLP July 2015 - Present
Margolin, Winer & Evens LLP December 2013 - Present
Eastern Wholesale Fence June 2011 - September 2013
MPR Farms December 2009 - September 2011
Skills
Outlook, Excel, PowerPoint, Word, Accounting, Journal Entries, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Statements, GAAP, Financial Analysis, Spreadsheets, QuickBooks, Auditing, Finance, Invoicing, Microsoft Excel, Microsoft Word
Education
St. Joseph's College 2014 — 2015
Advanced Certificate in Human Resources, Human Resources Development
Saint Joseph's College 2011 — 2013
Bachelor of Science, Accounting, 3.9
Suffolk County Community College 2010 — 2011
Accounting, 4.0
Brian Peterson, CPA/ABV's Marcum LLP Experience September 2012 - June 2015
Job Senior Internal Auditor at Houghton Mifflin Harcourt
Industry Accounting
Experience
Houghton Mifflin Harcourt June 2015 - Present
Marcum LLP September 2012 - June 2015
Carey & Company, P.C. September 2011 - June 2012
Carey & Company, P.C. May 2010 - August 2010
Education
The University of Connecticut 2006 — 2011
Bachelor of Science in Business Administration, Accounting
Houghton Mifflin Harcourt June 2015 - Present
Marcum LLP September 2012 - June 2015
Carey & Company, P.C. September 2011 - June 2012
Carey & Company, P.C. May 2010 - August 2010
Education
The University of Connecticut 2006 — 2011
Bachelor of Science in Business Administration, Accounting
Hanh Lam Hanh Lam's Marcum LLP Experience January 2013 - August 2013
Job Senior Securities Accounting Analyst at Pacific Life
Industry Accounting
Experience
Pacific Life August 2013 - Present
Marcum LLP January 2013 - August 2013
Moss, Levy & Hartzheim, LLP August 2010 - December 2012
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Internal Controls, Microsoft Excel, GAAP, Account Reconciliation, General Ledger, US GAAP, Tax, GAAS, Analysis, Microsoft Office
Education
UCLA 2005 — 2010
Bachelor's degree, Economics
Pacific Life August 2013 - Present
Marcum LLP January 2013 - August 2013
Moss, Levy & Hartzheim, LLP August 2010 - December 2012
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Internal Controls, Microsoft Excel, GAAP, Account Reconciliation, General Ledger, US GAAP, Tax, GAAS, Analysis, Microsoft Office
Education
UCLA 2005 — 2010
Bachelor's degree, Economics
Dana Peli Dana Peli's Marcum LLP Experience November 2014 - Present
Job Member Board of Trustees at Commonwealth Square Condo Association
Industry Accounting
Experience
Marcum LLP November 2014 - Present
Commonwealth Square Condo Association January 2014 - Present
Caras & Shulman, PC January 2013 - November 2014
Goodwin Partners LLP January 2011 - January 2013
Skills
QuickBooks, Auditing, Financial Analysis, Accounting, Financial Reporting, GAAP, Accounts Payable, General Ledger, Tax Preparation, Payroll, Financial Statements, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Master of Science (MS), Accounting, 3.545
The School of the Art Institute of Chicago 2003 — 2007
Bachelor of Fine Arts (BFA), Fashion/Apparel Design
Marcum LLP November 2014 - Present
Commonwealth Square Condo Association January 2014 - Present
Caras & Shulman, PC January 2013 - November 2014
Goodwin Partners LLP January 2011 - January 2013
Skills
QuickBooks, Auditing, Financial Analysis, Accounting, Financial Reporting, GAAP, Accounts Payable, General Ledger, Tax Preparation, Payroll, Financial Statements, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Master of Science (MS), Accounting, 3.545
The School of the Art Institute of Chicago 2003 — 2007
Bachelor of Fine Arts (BFA), Fashion/Apparel Design
Amy Clayman Amy Clayman's Marcum LLP Experience 1990 - 1991
Job Principal at Financial Fluency LLC Outsourced Accounting Services
Industry Accounting
Experience
Financial Fluency LLC November 2000 - Present
Conversion Technologies International, Inc. January 2003 - Present
Voice Systems Engineering 2001 - Present
Financial Technology Integrators, LLC November 2006 - May 2008
Infosys January 1996 - January 2000
Lenox April 1991 - May 1996
Marcum LLP 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Business Objects, Business Analysis, Predictive Modeling, Financial Fluency LLC -..., Accounting, Business Intelligence, Finance, Business Planning, Strategy, Budgets, Analysis, Managerial Finance, Financial Reporting, Financial Analysis, Management, Auditing, Leadership, Strategic Planning, Consulting, Management Consulting
Education
Temple University 1982 — 1986
BBA, Accounting & Finance
Financial Fluency LLC November 2000 - Present
Conversion Technologies International, Inc. January 2003 - Present
Voice Systems Engineering 2001 - Present
Financial Technology Integrators, LLC November 2006 - May 2008
Infosys January 1996 - January 2000
Lenox April 1991 - May 1996
Marcum LLP 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Business Objects, Business Analysis, Predictive Modeling, Financial Fluency LLC -..., Accounting, Business Intelligence, Finance, Business Planning, Strategy, Budgets, Analysis, Managerial Finance, Financial Reporting, Financial Analysis, Management, Auditing, Leadership, Strategic Planning, Consulting, Management Consulting
Education
Temple University 1982 — 1986
BBA, Accounting & Finance
Chris Pelosi Chris Pelosi's Marcum LLP Experience June 2009 - Present
Job Director of Online Marketing at Marcum LLP
Industry Marketing and Advertising
Experience
Marcum LLP June 2009 - Present
MarcumRachlin, A Division of Marcum LLP November 2000 - December 2010
Rachlin Design Services October 2006 - October 2010
SIRS Mandarin November 1998 - November 2000
Skills
Web Design, Website Development, Search Engine..., Email Marketing, Email Design, Website Promotion, B2B eCommerce, Social Media Marketing, Online Marketing, Marketing Strategy, Mobile Marketing, Mobile Advertising, Online Advertising, SEO, Integrated Marketing, Web Marketing
Education
University of Florida - Warrington College of Business Administration 1995 — 1998
BSBA, Marketing
St. Mary's College of Maryland 1994 — 1995
Holmdel High School 1992 — 1994
Garden City High School 1990 — 1992
Marcum LLP June 2009 - Present
MarcumRachlin, A Division of Marcum LLP November 2000 - December 2010
Rachlin Design Services October 2006 - October 2010
SIRS Mandarin November 1998 - November 2000
Skills
Web Design, Website Development, Search Engine..., Email Marketing, Email Design, Website Promotion, B2B eCommerce, Social Media Marketing, Online Marketing, Marketing Strategy, Mobile Marketing, Mobile Advertising, Online Advertising, SEO, Integrated Marketing, Web Marketing
Education
University of Florida - Warrington College of Business Administration 1995 — 1998
BSBA, Marketing
St. Mary's College of Maryland 1994 — 1995
Holmdel High School 1992 — 1994
Garden City High School 1990 — 1992
Allison Catton, CPA Allison Catton, CPA's Marcum LLP Experience August 2005 - August 2012
Job Revenue Manager at Autodesk
Industry Accounting
Experience
Autodesk August 2012 - Present
Marcum LLP August 2005 - August 2012
PricewaterhouseCoopers, San Francisco, CA 2004 - 2005
PricewaterhouseCoopers, San Jose, CA 2002 - 2004
Skills
Software, Semiconductors, Biotechnology, GAAP, SEC filings, IFRS, US GAAP, Auditing, Financial Analysis, Financial Reporting, Financial Statements, Accounting, Financial Accounting, Tax, QuickBooks, General Ledger, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls
Education
University of California, Santa Cruz 1998 — 2001
B.A., Business Management Economics
Autodesk August 2012 - Present
Marcum LLP August 2005 - August 2012
PricewaterhouseCoopers, San Francisco, CA 2004 - 2005
PricewaterhouseCoopers, San Jose, CA 2002 - 2004
Skills
Software, Semiconductors, Biotechnology, GAAP, SEC filings, IFRS, US GAAP, Auditing, Financial Analysis, Financial Reporting, Financial Statements, Accounting, Financial Accounting, Tax, QuickBooks, General Ledger, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls
Education
University of California, Santa Cruz 1998 — 2001
B.A., Business Management Economics
David Rice, CPA CITP David Rice, CPA CITP's Marcum LLP Experience October 2010 - February 2012
Job Partner at Assay Advisory
Industry Management Consulting
Experience
Assay Advisory March 2015 - Present
Profound Advisors, LLC July 2013 - Present
Wood, Smith, Henning & Berman March 2012 - July 2013
Marcum LLP October 2010 - February 2012
Stonefield Josephson March 2010 - September 2010
Stonefield Josephson April 1997 - April 2010
Airflo Industries June 1989 - April 1997
Skills
Strategic Planning, Financial Management, Operations Management, Accounting, Auditing, Business Strategy, Audit, Mergers, Managerial Finance, Management, Mergers & Acquisitions, Start-ups, Venture Capital, CPA, Technology, CRM, Marketing, Leadership, Executive Management, Human Resources, Internal Controls, Analysis, Entrepreneurship, Business Planning, Due Diligence, Internal Audit, Business
Education
University of California, Los Angeles 1987 — 1991
BS, Applied Math
Birmingham High School 1984 — 1987
Assay Advisory March 2015 - Present
Profound Advisors, LLC July 2013 - Present
Wood, Smith, Henning & Berman March 2012 - July 2013
Marcum LLP October 2010 - February 2012
Stonefield Josephson March 2010 - September 2010
Stonefield Josephson April 1997 - April 2010
Airflo Industries June 1989 - April 1997
Skills
Strategic Planning, Financial Management, Operations Management, Accounting, Auditing, Business Strategy, Audit, Mergers, Managerial Finance, Management, Mergers & Acquisitions, Start-ups, Venture Capital, CPA, Technology, CRM, Marketing, Leadership, Executive Management, Human Resources, Internal Controls, Analysis, Entrepreneurship, Business Planning, Due Diligence, Internal Audit, Business
Education
University of California, Los Angeles 1987 — 1991
BS, Applied Math
Birmingham High School 1984 — 1987
Beth Wiener Beth Wiener's Marcum LLP Experience December 1995 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP December 1995 - Present
All American Television 1989 - 1993
Laventhol & Horwath 1986 - 1989
Skills
Financial Statement..., Fund Structuring, New Fund Launches, Consulting on Fund..., Performance Reporting, Hedge Funds, Private Equity Funds, Fund of Funds, US & Offshore Domiciles
Education
University at Albany, SUNY 1982 — 1986
BS, Accounting
Marcum LLP December 1995 - Present
All American Television 1989 - 1993
Laventhol & Horwath 1986 - 1989
Skills
Financial Statement..., Fund Structuring, New Fund Launches, Consulting on Fund..., Performance Reporting, Hedge Funds, Private Equity Funds, Fund of Funds, US & Offshore Domiciles
Education
University at Albany, SUNY 1982 — 1986
BS, Accounting
Doug Farrington's Marcum LLP Experience April 2010 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP April 2010 - Present
UHY Advisors N.E. LLC August 1995 - April 2010
Ernst & Young 1980 - 1995
Education
University of New Haven 1985 — 1989
MS, Taxation
University of Bridgeport 1978 — 1982
BS, Accounting
Marcum LLP April 2010 - Present
UHY Advisors N.E. LLC August 1995 - April 2010
Ernst & Young 1980 - 1995
Education
University of New Haven 1985 — 1989
MS, Taxation
University of Bridgeport 1978 — 1982
BS, Accounting
Mariano G. Perednik, CPA's Marcum LLP Experience April 2009 - June 2013
Job Sr. Finance Director at IMS Internet Media Services
Industry Accounting
Experience
IMS Internet Media Services January 2015 - Present
IMS Internet Media Services July 2013 - December 2014
Marcum LLP April 2009 - June 2013
Deloitte & Touche USA January 2005 - March 2009
S. Davis & Associates, P.A November 2003 - December 2004
Perfa Group LLC January 2003 - October 2003
Ernst & Young December 2000 - December 2002
Skills
Auditing, Reviews, Financial Reporting, Accounting, Not for Profit, Audits of Employee..., Manufacturing, Retail, SEC Financial Reporting, Broadcast, Insurance, Health Care Systems, Banking, Financial Institutions, Hospitality, Energy, US GAAP, Consolidation, Finance, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis
Education
New Hampshire Board of Accountancy 2011 — 2011
CPA, Accounting / Finance / Taxes
University of Buenos Aires 1998 — 2001
IMS Internet Media Services January 2015 - Present
IMS Internet Media Services July 2013 - December 2014
Marcum LLP April 2009 - June 2013
Deloitte & Touche USA January 2005 - March 2009
S. Davis & Associates, P.A November 2003 - December 2004
Perfa Group LLC January 2003 - October 2003
Ernst & Young December 2000 - December 2002
Skills
Auditing, Reviews, Financial Reporting, Accounting, Not for Profit, Audits of Employee..., Manufacturing, Retail, SEC Financial Reporting, Broadcast, Insurance, Health Care Systems, Banking, Financial Institutions, Hospitality, Energy, US GAAP, Consolidation, Finance, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis
Education
New Hampshire Board of Accountancy 2011 — 2011
CPA, Accounting / Finance / Taxes
University of Buenos Aires 1998 — 2001
Robert Abreu's Marcum LLP Experience November 2011 - November 2013
Job Manager at Abreu & Iglesias CPA
Industry Accounting
Experience
Abreu & Iglesias CPA November 2013 - Present
Marcum LLP November 2011 - November 2013
Keefe, McCullough & Co, LLP June 2010 - November 2011
MarcumRachlin, A Division of Marcum LLP October 2007 - May 2010
Kaufman Rossin & Co November 2006 - September 2007
BDO Seidman 2005 - 2006
Abreu & Iglesias CPA's 2000 - 2005
Skills
PCAOB Audits, Audits of Employee..., Single Audit, Management and..., Audits of Manufacturing..., Audits of Construction..., Audits of Entities in..., Audits of Governmental..., Audits of Not For..., Audtis of Entities in..., Audits of Country Clubs..., BSA Compliance Audits, Audits of Entities in..., Auditing, Not for Profit, Manufacturing, Management, Internal Controls, Accounting, Forecasting, Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Financial Statements, Analysis, Financial Accounting, Financial Reporting, Finance, Accounts Payable, Account Reconciliation, SEC filings, GAAP, Process Improvement, US GAAP, Income Tax, Budgets, CPA, General Ledger, Revenue Recognition, Tax, Bookkeeping, Assurance, QuickBooks, Financial Audits, Journal Entries, Payroll, External Audit, Tax Preparation, Managerial Finance
Education
Col Nstra Sra de Belen
Col Nstra Sra de Belen
Universidad Politécnica de Puerto Rico
BBA
University of Phoenix
Bachelor in Science
Abreu & Iglesias CPA November 2013 - Present
Marcum LLP November 2011 - November 2013
Keefe, McCullough & Co, LLP June 2010 - November 2011
MarcumRachlin, A Division of Marcum LLP October 2007 - May 2010
Kaufman Rossin & Co November 2006 - September 2007
BDO Seidman 2005 - 2006
Abreu & Iglesias CPA's 2000 - 2005
Skills
PCAOB Audits, Audits of Employee..., Single Audit, Management and..., Audits of Manufacturing..., Audits of Construction..., Audits of Entities in..., Audits of Governmental..., Audits of Not For..., Audtis of Entities in..., Audits of Country Clubs..., BSA Compliance Audits, Audits of Entities in..., Auditing, Not for Profit, Manufacturing, Management, Internal Controls, Accounting, Forecasting, Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Financial Statements, Analysis, Financial Accounting, Financial Reporting, Finance, Accounts Payable, Account Reconciliation, SEC filings, GAAP, Process Improvement, US GAAP, Income Tax, Budgets, CPA, General Ledger, Revenue Recognition, Tax, Bookkeeping, Assurance, QuickBooks, Financial Audits, Journal Entries, Payroll, External Audit, Tax Preparation, Managerial Finance
Education
Col Nstra Sra de Belen
Col Nstra Sra de Belen
Universidad Politécnica de Puerto Rico
BBA
University of Phoenix
Bachelor in Science
Michelle Fairweather, CPA's Marcum LLP Experience February 2013 - March 2013
Job CFO at Dean Bank
Industry Accounting
Experience
Dean Bank August 2014 - Present
Dean Bank March 2013 - August 2014
Marcum LLP February 2013 - March 2013
Parent, McLaughlin & Nangle, CPAs October 1998 - January 2013
Healy & Healy, CPAs 1995 - 1998
Skills
GAAP, Corporate Tax, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, General Ledger
Education
Stonehill College 1991 — 1995
BSBA, Accounting
Dean Bank August 2014 - Present
Dean Bank March 2013 - August 2014
Marcum LLP February 2013 - March 2013
Parent, McLaughlin & Nangle, CPAs October 1998 - January 2013
Healy & Healy, CPAs 1995 - 1998
Skills
GAAP, Corporate Tax, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, General Ledger
Education
Stonehill College 1991 — 1995
BSBA, Accounting
Bruce Roff's Marcum LLP Experience October 1999 - Present
Job Assurance Services Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 1999 - Present
Skills
Internal Controls, Assurance, Sarbanes-Oxley Act, Auditing, US GAAP, GAAP, SEC filings, Tax, CPA, Mergers, Leadership
Education
St. Joseph's College 1988 — 1990
Newfield 1983 — 1985
Marcum LLP October 1999 - Present
Skills
Internal Controls, Assurance, Sarbanes-Oxley Act, Auditing, US GAAP, GAAP, SEC filings, Tax, CPA, Mergers, Leadership
Education
St. Joseph's College 1988 — 1990
Newfield 1983 — 1985
Steven Maske's Marcum LLP Experience May 2010 - April 2011
Job Security Engineer at PC Connection, Inc.
Industry Computer & Network Security
Experience
PC Connection, Inc. April 2011 - Present
Marcum LLP May 2010 - April 2011
Wolf & Company, P.C. May 2008 - May 2010
Self Employed July 2007 - December 2008
Computer Sciences Corporation (CSC) May 2001 - September 2007
Bombardier Transportation May 2001 - February 2003
Skills
Information Security, Risk Management, Vulnerability Assessment, Threat Analysis, Penetration Testing, Social Engineering, Disaster Recovery, Business Continuity, IT Audit, Vulnerability Management
Education
University of Phoenix
Master of Information Systems, Technology Management
University of Phoenix
Bachelor of Science, Information Technology
State University of New York College at Plattsburgh
Associate of Science, Computer Science
PC Connection, Inc. April 2011 - Present
Marcum LLP May 2010 - April 2011
Wolf & Company, P.C. May 2008 - May 2010
Self Employed July 2007 - December 2008
Computer Sciences Corporation (CSC) May 2001 - September 2007
Bombardier Transportation May 2001 - February 2003
Skills
Information Security, Risk Management, Vulnerability Assessment, Threat Analysis, Penetration Testing, Social Engineering, Disaster Recovery, Business Continuity, IT Audit, Vulnerability Management
Education
University of Phoenix
Master of Information Systems, Technology Management
University of Phoenix
Bachelor of Science, Information Technology
State University of New York College at Plattsburgh
Associate of Science, Computer Science
Susan Batzar's Marcum LLP Experience August 2001 - Present
Job Technology Trainer at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2001 - Present
Education
State University of New York College at Brockport 1968 — 1972
Marcum LLP August 2001 - Present
Education
State University of New York College at Brockport 1968 — 1972
Marni Pankin's Marcum LLP Experience August 2008 - Present
Job CPA, Partner, Alternative Investment Group, Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2008 - Present
Marcum LLP August 2007 - Present
Soros Fund Management January 2000 - January 2002
Arnhold and S Bleichroeder June 1995 - January 2000
Skills
Hedge Funds, Financial Accounting, Fund Accounting, External Audit, Financial Analysis, Business Valuation, SOC 1, US GAAP, IFRS, Offshore Funds, Private Equity, Real Estate Private...
Education
SUNY at Albany 1987 — 1991
bachelors degree of science, accounting, Summa Cum Laude
Marcum LLP August 2008 - Present
Marcum LLP August 2007 - Present
Soros Fund Management January 2000 - January 2002
Arnhold and S Bleichroeder June 1995 - January 2000
Skills
Hedge Funds, Financial Accounting, Fund Accounting, External Audit, Financial Analysis, Business Valuation, SOC 1, US GAAP, IFRS, Offshore Funds, Private Equity, Real Estate Private...
Education
SUNY at Albany 1987 — 1991
bachelors degree of science, accounting, Summa Cum Laude
David Oksenhorn, CPA's Marcum LLP Experience September 2014 - Present
Job Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2014 - Present
Marcum LLP July 2006 - August 2014
Baransky & Vaccaro, LLP February 2005 - June 2006
Jubran O'day & Company 2004 - 2005
Skills
Accounting, CPA, Tax, Financial Accounting, US GAAP, Management Consulting, Tax Preparation, Financial Statements, Tax Accounting, Tax Research, Partnership Taxation, S Corporations, Tax Returns, Revenue Recognition, Income Tax, Tax Advisory
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor of Science (BS), Accounting
Marcum LLP September 2014 - Present
Marcum LLP July 2006 - August 2014
Baransky & Vaccaro, LLP February 2005 - June 2006
Jubran O'day & Company 2004 - 2005
Skills
Accounting, CPA, Tax, Financial Accounting, US GAAP, Management Consulting, Tax Preparation, Financial Statements, Tax Accounting, Tax Research, Partnership Taxation, S Corporations, Tax Returns, Revenue Recognition, Income Tax, Tax Advisory
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor of Science (BS), Accounting
Jennifer Isaacs Katzman's Marcum LLP Experience January 2010 - July 2012
Job CPA at Feldman and Company
Industry Accounting
Experience
Feldman and Company March 2013 - Present
Marcum LLP January 2010 - July 2012
Marcum & Kliegman LLP December 2008 - March 2009
P. Schoenfeld Asset Management October 2004 - December 2007
Eisner LLP 2001 - 2004
Skills
GAAP, Hedge Funds, CPA, Fund Accounting, Alternative Investments, Financial Reporting, Tax, Auditing, Accounting, US GAAP
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science, Accounting
Half Hollow Hills High School East 1994 — 1997
Feldman and Company March 2013 - Present
Marcum LLP January 2010 - July 2012
Marcum & Kliegman LLP December 2008 - March 2009
P. Schoenfeld Asset Management October 2004 - December 2007
Eisner LLP 2001 - 2004
Skills
GAAP, Hedge Funds, CPA, Fund Accounting, Alternative Investments, Financial Reporting, Tax, Auditing, Accounting, US GAAP
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science, Accounting
Half Hollow Hills High School East 1994 — 1997
Karen Woo's Marcum LLP Experience October 2010 - March 2012
Job Executive Assistant at The Pun Group, LLP
Industry Accounting
Experience
The Pun Group, LLP September 2013 - Present
Badawi & Associates March 2012 - February 2013
Marcum LLP October 2010 - March 2012
UCSF May 2010 - October 2010
Caporicci & Larson July 2009 - February 2010
Ichor Medical Systems June 2006 - June 2008
Skills
Auditing, Financial Statements, Accounting, Microsoft Excel, Microsoft Office, Financial Accounting, Assurance, Financial Reporting, Journal Entries, Management, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, US GAAP, Forecasting
Education
University of California, San Diego 2002 — 2006
BS, Management Science
University of California, San Diego 2002 — 2006
Bachelor of Science (B.S.), Management Science
The Pun Group, LLP September 2013 - Present
Badawi & Associates March 2012 - February 2013
Marcum LLP October 2010 - March 2012
UCSF May 2010 - October 2010
Caporicci & Larson July 2009 - February 2010
Ichor Medical Systems June 2006 - June 2008
Skills
Auditing, Financial Statements, Accounting, Microsoft Excel, Microsoft Office, Financial Accounting, Assurance, Financial Reporting, Journal Entries, Management, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, US GAAP, Forecasting
Education
University of California, San Diego 2002 — 2006
BS, Management Science
University of California, San Diego 2002 — 2006
Bachelor of Science (B.S.), Management Science
Frank Seymour, CPA's Marcum LLP Experience January 2015 - Present
Job Assurance Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann, P.C. - Tofias New England Division 2009 - December 2014
CBIZ Tofias/MHM LLC January 1997 - December 2014
Tofias PC January 1997 - December 2008
Skills
Financial Reporting, GAAP, Accounting, Tax, Auditing, Corporate Tax, Income Tax, Internal Controls, US GAAP, Financial Analysis
Education
Suffolk University - Sawyer School of Management 1983 — 1991
Bachelor of Science and MBA
Marcum LLP January 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann, P.C. - Tofias New England Division 2009 - December 2014
CBIZ Tofias/MHM LLC January 1997 - December 2014
Tofias PC January 1997 - December 2008
Skills
Financial Reporting, GAAP, Accounting, Tax, Auditing, Corporate Tax, Income Tax, Internal Controls, US GAAP, Financial Analysis
Education
Suffolk University - Sawyer School of Management 1983 — 1991
Bachelor of Science and MBA
Gail Gross's Marcum LLP Experience 2007 - 2008
Job President, IP Royalty Auditors LLC
Industry Publishing
Experience
IP Royalty Auditors LLC March 2009 - Present
Marcum & Kliegman LLP 2008 - 2009
Marcum LLP 2007 - 2008
R&M Royalty Review 1999 - 2007
Delphi Capital Management 1989 - 1993
Harcourt Brace Jovanovich September 1976 - December 1978
Education
State University of New York College at Brockport 1974 — 1976
springfield gardens high school 1964 — 1974
High School 1962 — 1974
IP Royalty Auditors LLC March 2009 - Present
Marcum & Kliegman LLP 2008 - 2009
Marcum LLP 2007 - 2008
R&M Royalty Review 1999 - 2007
Delphi Capital Management 1989 - 1993
Harcourt Brace Jovanovich September 1976 - December 1978
Education
State University of New York College at Brockport 1974 — 1976
springfield gardens high school 1964 — 1974
High School 1962 — 1974
Michael DiPeri's Marcum LLP Experience December 2011 - Present
Job IT Engineering, Marcum
Industry Information Technology and Services
Experience
Marcum LLP December 2011 - Present
Wilen New York January 2010 - December 2011
Wilen New York April 2009 - January 2010
Queens Long Island Medical Group August 2008 - April 2009
Sterling-Rice Group January 2006 - August 2008
Inside Communications August 2003 - January 2006
Skills
Active Directory, Windows Server, Windows 7, Citrix, Microsoft SQL Server, Microsoft Exchange, HTML, VMware Infrastructure, Network Administration, Web Administration, Dell PowerEdge Servers, Data Center, Servers, DNS, Troubleshooting, VMware, CompTIA A+ Certification, VPN, Hyper-V, vSphere, Microsoft Certified..., Group Policy, Firewalls, Disaster Recovery, SharePoint 2013, WUG, Cisco VoIP, Virtualization, IT Operations, HP Proliant, SharePoint
Education
Mountain View Systems, Ft. Collins, CO
CCNA
New Horizons IT Training
A+ Certification
State University of New York at Stony Brook
Bachelor of Science (B.S.)
Marcum LLP December 2011 - Present
Wilen New York January 2010 - December 2011
Wilen New York April 2009 - January 2010
Queens Long Island Medical Group August 2008 - April 2009
Sterling-Rice Group January 2006 - August 2008
Inside Communications August 2003 - January 2006
Skills
Active Directory, Windows Server, Windows 7, Citrix, Microsoft SQL Server, Microsoft Exchange, HTML, VMware Infrastructure, Network Administration, Web Administration, Dell PowerEdge Servers, Data Center, Servers, DNS, Troubleshooting, VMware, CompTIA A+ Certification, VPN, Hyper-V, vSphere, Microsoft Certified..., Group Policy, Firewalls, Disaster Recovery, SharePoint 2013, WUG, Cisco VoIP, Virtualization, IT Operations, HP Proliant, SharePoint
Education
Mountain View Systems, Ft. Collins, CO
CCNA
New Horizons IT Training
A+ Certification
State University of New York at Stony Brook
Bachelor of Science (B.S.)
David C. Chang's Marcum LLP Experience September 2006 - Present
Job Tax Supervisor at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2006 - Present
Education
University of California, Irvine 1998 — 2003
Economics, Management
Marcum LLP September 2006 - Present
Education
University of California, Irvine 1998 — 2003
Economics, Management
Kurt J. Philippin, CPA's Marcum LLP Experience November 2007 - June 2008
Job Technically Sound and Practical Senior Financial Executive
Industry Accounting
Experience
CBIZ MHM, LLC September 2008 - December 2012
Marcum LLP November 2007 - June 2008
Perelson Weiner LLP February 2004 - November 2007
Quigo Technologies, Inc. December 2002 - December 2004
Gemini Voice Solutions, Inc. July 1999 - December 2002
Ernst & Young LLP September 1991 - June 1999
Skills
Auditing, GAAP, Accounting, Internal Controls, Forensic Accounting, SEC rules and..., Debt & Equity Capital..., Mergers and acquisitions, Financial planning and..., Income taxes, Financial Analysis, Private Equity, Financial Statements, Income Tax, Finance, US GAAP, Venture Capital, CPA, Due Diligence, SEC filings, Sarbanes-Oxley Act, mergers and acquisitions
Education
State University of New York at Albany 1987 — 1991
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC September 2008 - December 2012
Marcum LLP November 2007 - June 2008
Perelson Weiner LLP February 2004 - November 2007
Quigo Technologies, Inc. December 2002 - December 2004
Gemini Voice Solutions, Inc. July 1999 - December 2002
Ernst & Young LLP September 1991 - June 1999
Skills
Auditing, GAAP, Accounting, Internal Controls, Forensic Accounting, SEC rules and..., Debt & Equity Capital..., Mergers and acquisitions, Financial planning and..., Income taxes, Financial Analysis, Private Equity, Financial Statements, Income Tax, Finance, US GAAP, Venture Capital, CPA, Due Diligence, SEC filings, Sarbanes-Oxley Act, mergers and acquisitions
Education
State University of New York at Albany 1987 — 1991
Bachelor of Science (BS), Accounting
Tom Halecky, CPA, EA's Marcum LLP Experience May 2004 - December 2008
Job Senior Accountant at Giambalvo Stalzer & Company, CPAs
Industry Accounting
Experience
Giambalvo Stalzer & Company, CPAs January 2015 - Present
R.S. Abrams and Company June 2013 - December 2014
Giambalvo, Stalzer & Company, CPAs May 2009 - October 2012
Marcum LLP May 2004 - December 2008
Skills
SEC filings, Accounting, US GAAP, Financial Reporting, Income Tax, GAAP, Financial Statements, Auditing, CPA, Internal Controls, Tax Preparation, Tax Research, Corporate Tax
Education
State University of New York College at Plattsburgh 1991 — 1996
Bachelor of Science, Accounting
SUNY Plattsburgh
Bachelor of Science (B.S.), Accounting
Giambalvo Stalzer & Company, CPAs January 2015 - Present
R.S. Abrams and Company June 2013 - December 2014
Giambalvo, Stalzer & Company, CPAs May 2009 - October 2012
Marcum LLP May 2004 - December 2008
Skills
SEC filings, Accounting, US GAAP, Financial Reporting, Income Tax, GAAP, Financial Statements, Auditing, CPA, Internal Controls, Tax Preparation, Tax Research, Corporate Tax
Education
State University of New York College at Plattsburgh 1991 — 1996
Bachelor of Science, Accounting
SUNY Plattsburgh
Bachelor of Science (B.S.), Accounting
Sean Narsai's Marcum LLP Experience August 2012 - Present
Job Senior Tax Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2012 - Present
Volt Management Corp. May 2011 - Present
Sureprep January 2010 - May 2011
Education
University of California, Santa Barbara 2006 — 2008
bachlers, business economics
Marcum LLP August 2012 - Present
Volt Management Corp. May 2011 - Present
Sureprep January 2010 - May 2011
Education
University of California, Santa Barbara 2006 — 2008
bachlers, business economics
Christine N. Tierno's Marcum LLP Experience 2010 - 2011
Job Sr. Administrative Assistant, Tax Services at Deloitte Services LP
Industry Financial Services
Experience
Deloitte Services LP December 2011 - Present
Marcum LLP 2010 - 2011
Wealth Creation, Management & Transfer, LLC 2009 - 2010
Deloitte Consulting LLP January 2008 - June 2009
Deloitte Services LP September 2002 - January 2008
PwC Consulting March 2000 - July 2002
PricewaterhouseCoopers LLP September 1999 - March 2000
Oki Data Americas, Inc. June 1999 - September 1999
Independence Blue Cross April 1999 - May 1999
Kling Lindquist February 1999 - March 1999
Education
Stockton University 1986 — 1990
Bachelor of Arts, Professional Studies: Business / Marketing
Deloitte Services LP December 2011 - Present
Marcum LLP 2010 - 2011
Wealth Creation, Management & Transfer, LLC 2009 - 2010
Deloitte Consulting LLP January 2008 - June 2009
Deloitte Services LP September 2002 - January 2008
PwC Consulting March 2000 - July 2002
PricewaterhouseCoopers LLP September 1999 - March 2000
Oki Data Americas, Inc. June 1999 - September 1999
Independence Blue Cross April 1999 - May 1999
Kling Lindquist February 1999 - March 1999
Education
Stockton University 1986 — 1990
Bachelor of Arts, Professional Studies: Business / Marketing
Jana Aristizabal's Marcum LLP Experience January 2011 - Present
Job Senior Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2011 - Present
Goldstein Schechter Koch October 2001 - August 2011
Andersen June 1997 - October 2001
Education
University of Central Florida 1991 — 1994
Accounting
Marcum LLP January 2011 - Present
Goldstein Schechter Koch October 2001 - August 2011
Andersen June 1997 - October 2001
Education
University of Central Florida 1991 — 1994
Accounting
Eric Saunders's Marcum LLP Experience September 2001 - Present
Job Director at Marcum LLP
Industry Accounting
Experience
Metrowesr Nonprofit Network November 2010 - Present
Marcum LLP September 2001 - Present
Pierson, Grill & Saunders January 1990 - August 2001
Skills
Auditing, Accounting, Tax Accounting, Nonprofits, Tax Research, GAAP, Tax Preparation, Tax, Financial Reporting, Internal Controls, CPA
Education
Suffolk University 1978 — 1980
BS/BA, Business Administration
Metrowesr Nonprofit Network November 2010 - Present
Marcum LLP September 2001 - Present
Pierson, Grill & Saunders January 1990 - August 2001
Skills
Auditing, Accounting, Tax Accounting, Nonprofits, Tax Research, GAAP, Tax Preparation, Tax, Financial Reporting, Internal Controls, CPA
Education
Suffolk University 1978 — 1980
BS/BA, Business Administration
Edward Scicchitano, CPA's Marcum LLP Experience October 2006 - Present
Job CFO at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 2006 - Present
Hayt, Hayt & Landau LLP July 1988 - October 2006
Grant Thornton August 1986 - July 1988
Skills
Tax, Accounting, Financial Reporting, Budgets, Mergers & Acquisitions, Managerial Finance, Working Capital..., Treasury Management, Budgeting, Financial Management, Banking Relationships, Financial Control, Accounting Policy
Education
University at Buffalo 1979 — 1983
Bachelors, Accounting & Finance
Half Hollow Hills West HS 1976 — 1979
Marcum LLP October 2006 - Present
Hayt, Hayt & Landau LLP July 1988 - October 2006
Grant Thornton August 1986 - July 1988
Skills
Tax, Accounting, Financial Reporting, Budgets, Mergers & Acquisitions, Managerial Finance, Working Capital..., Treasury Management, Budgeting, Financial Management, Banking Relationships, Financial Control, Accounting Policy
Education
University at Buffalo 1979 — 1983
Bachelors, Accounting & Finance
Half Hollow Hills West HS 1976 — 1979
Theresa Matonak's Marcum LLP Experience October 2010 - December 2011
Job IT Director
Industry Information Technology and Services
Experience
IT consultant Self Employed January 2012 - Present
Marcum LLP October 2010 - December 2011
Stonefield Josephson May 2005 - September 2010
Prudential Financial June 1987 - January 2004
Skills
Vendor Management, Disaster Recovery, Strategic Planning, Project Management, Management, SDLC, Auditing, Virtualization, Mergers, Information Technology, Process Improvement, Business Intelligence, Internal Controls, Data Center, Cloud Computing, Budgets
Education
University of Phoenix 1999 — 2002
MBA, Technology Management
University of California, Los Angeles 1982 — 1986
BS, Chemical Engineering
IT consultant Self Employed January 2012 - Present
Marcum LLP October 2010 - December 2011
Stonefield Josephson May 2005 - September 2010
Prudential Financial June 1987 - January 2004
Skills
Vendor Management, Disaster Recovery, Strategic Planning, Project Management, Management, SDLC, Auditing, Virtualization, Mergers, Information Technology, Process Improvement, Business Intelligence, Internal Controls, Data Center, Cloud Computing, Budgets
Education
University of Phoenix 1999 — 2002
MBA, Technology Management
University of California, Los Angeles 1982 — 1986
BS, Chemical Engineering
Jennifer Frech's Marcum LLP Experience September 2013 - Present
Job Supervisor at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2013 - Present
IK & Co LLP September 2006 - September 2013
NNK, LLP June 2003 - September 2006
Skills
Corporate Tax
Education
State University of New York College at Oneonta 1999 — 2003
Marcum LLP September 2013 - Present
IK & Co LLP September 2006 - September 2013
NNK, LLP June 2003 - September 2006
Skills
Corporate Tax
Education
State University of New York College at Oneonta 1999 — 2003
Moustapha TOURE's Marcum LLP Experience January 2015 - Present
Job Student at Temple University
Industry Accounting
Experience
Marcum LLP January 2015 - Present
Marcum LLP February 2013 - April 2013
Skills
ProSystem fx Tax, QuickBooks, Adobe, Microsoft Office, Auditing, Accounting, Tax Preparation, PowerPoint, Financial Accounting, Microsoft Word, Bookkeeping, Financial Reporting, Financial Analysis, Tax, Income Tax, Tax Returns, Internal Controls, Finance, Payroll, General Ledger, Data Entry, Microsoft Excel, Account Reconciliation, HTML, Accounts Receivable, Customer Service, Accounts Payable, Time Management, Photoshop, Windows, Mac OS, Teamwork, GAAP, Financial Statements, Corporate Tax, Spreadsheets, Cash Flow, Financial Statement..., Cash Management, Internal Audit, Capital IQ, Tax Accounting, Bank Reconciliation, Journal Entries
Education
Wilmington College 2011 — 2012
Bachelor's degree, Accounting, 3.71
Temple University 2004 — 2010
Marcum LLP January 2015 - Present
Marcum LLP February 2013 - April 2013
Skills
ProSystem fx Tax, QuickBooks, Adobe, Microsoft Office, Auditing, Accounting, Tax Preparation, PowerPoint, Financial Accounting, Microsoft Word, Bookkeeping, Financial Reporting, Financial Analysis, Tax, Income Tax, Tax Returns, Internal Controls, Finance, Payroll, General Ledger, Data Entry, Microsoft Excel, Account Reconciliation, HTML, Accounts Receivable, Customer Service, Accounts Payable, Time Management, Photoshop, Windows, Mac OS, Teamwork, GAAP, Financial Statements, Corporate Tax, Spreadsheets, Cash Flow, Financial Statement..., Cash Management, Internal Audit, Capital IQ, Tax Accounting, Bank Reconciliation, Journal Entries
Education
Wilmington College 2011 — 2012
Bachelor's degree, Accounting, 3.71
Temple University 2004 — 2010
Jeffrey Saltzer's Marcum LLP Experience 2007 - Present
Job Tax and Business Services Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP 2007 - Present
CBIZ 1999 - 2007
Saltzer, Lassar, Piccinnini & Co., CPA LLC 1991 - 1998
Daniel K. Saltzer & Company 1981 - 1991
Skills
Tax, CPA, Accounting, Due Diligence, Management, Restructuring, Financial Reporting, GAAP, Financial Analysis, Entrepreneurship, Litigation Consulting, Management Consulting, Strategic Planning, SEC Filings, Financial Services, Finance, Mergers & Acquisitions, Forensic Accounting
Education
State University of New York at Albany 1967 — 1971
Bachelor of Science (B.S.), Accounting and Business
Bernard Baruch College of the City University of New York 1973 — 1975
Master's degree pending, Taxation
State University of New York at Albany 1967 — 1971
Bachelor's degree, Accounting and Finance
Marcum LLP 2007 - Present
CBIZ 1999 - 2007
Saltzer, Lassar, Piccinnini & Co., CPA LLC 1991 - 1998
Daniel K. Saltzer & Company 1981 - 1991
Skills
Tax, CPA, Accounting, Due Diligence, Management, Restructuring, Financial Reporting, GAAP, Financial Analysis, Entrepreneurship, Litigation Consulting, Management Consulting, Strategic Planning, SEC Filings, Financial Services, Finance, Mergers & Acquisitions, Forensic Accounting
Education
State University of New York at Albany 1967 — 1971
Bachelor of Science (B.S.), Accounting and Business
Bernard Baruch College of the City University of New York 1973 — 1975
Master's degree pending, Taxation
State University of New York at Albany 1967 — 1971
Bachelor's degree, Accounting and Finance
Suya Chen, MBA, CPA's Marcum LLP Experience May 2015 - Present
Job Tax Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP May 2015 - Present
Deloitte October 2012 - May 2015
Deloitte June 2011 - August 2011
St. John's University June 2010 - May 2011
Internal Revenue Service January 2010 - April 2010
Skills
QuickBooks, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Tax, US GAAP, PowerPoint, Budgets, Event Planning, Financial Modeling, Internal Controls, GAAP, Tax Preparation, Income Tax
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
Master of Business Administration (MBA), Accounting
Wenzhou University 2005 — 2009
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Marcum LLP May 2015 - Present
Deloitte October 2012 - May 2015
Deloitte June 2011 - August 2011
St. John's University June 2010 - May 2011
Internal Revenue Service January 2010 - April 2010
Skills
QuickBooks, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Tax, US GAAP, PowerPoint, Budgets, Event Planning, Financial Modeling, Internal Controls, GAAP, Tax Preparation, Income Tax
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
Master of Business Administration (MBA), Accounting
Wenzhou University 2005 — 2009
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Christina Zirbes's Marcum LLP Experience December 2012 - Present
Job Senior Tax Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP December 2012 - Present
Ernst & Young July 2010 - December 2012
Ernst & Young June 2009 - August 2009
Skills
Big 4, Tax, Corporate Tax, GoSystems, State & Local Taxes
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BS/MS, Accounting/Taxation
Marcum LLP December 2012 - Present
Ernst & Young July 2010 - December 2012
Ernst & Young June 2009 - August 2009
Skills
Big 4, Tax, Corporate Tax, GoSystems, State & Local Taxes
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BS/MS, Accounting/Taxation
Maureen Barclay's Marcum LLP Experience 2000 - 2003
Job Director of Finance at Family Residences and Essential Enterprises, Inc.
Industry Nonprofit Organization Management
Experience
Family Residences and Essential Enterprises, Inc. November 2013 - Present
Molloy College December 2010 - Present
The Early Years Institute July 2012 - October 2013
NYCOMED US 2009 - 2010
NYCOMED US 2005 - 2009
Marcum LLP 2000 - 2003
American Express 1992 - 1996
American Express 1988 - 1992
Skills
Strategic Planning, Auditing, Process Improvement, Internal Controls, Cross-functional Team..., Financial Risk, Financial Analysis, Project Management, Financial Reporting, Forecasting, Inventory Management, Analysis, Accounting, Finance, Budgets, Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
Syracuse University - Martin J. Whitman School of Management
B.S., Accounting
Family Residences and Essential Enterprises, Inc. November 2013 - Present
Molloy College December 2010 - Present
The Early Years Institute July 2012 - October 2013
NYCOMED US 2009 - 2010
NYCOMED US 2005 - 2009
Marcum LLP 2000 - 2003
American Express 1992 - 1996
American Express 1988 - 1992
Skills
Strategic Planning, Auditing, Process Improvement, Internal Controls, Cross-functional Team..., Financial Risk, Financial Analysis, Project Management, Financial Reporting, Forecasting, Inventory Management, Analysis, Accounting, Finance, Budgets, Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
Syracuse University - Martin J. Whitman School of Management
B.S., Accounting
Jessie Friedman, CPA's Marcum LLP Experience November 2011 - September 2013
Job Senior Accountant at Boulder Brands, Inc
Industry Accounting
Experience
Boulder Brands, Inc April 2015 - Present
XO Group Inc. September 2013 - April 2015
Marcum LLP November 2011 - September 2013
Metis Group LLC March 2010 - November 2011
Vanacore, DeBenedictus, DiGovanni & Weddell, LLP May 2008 - March 2010
Skills
Forensic Accounting, Corporate Tax, Accounting, Auditing, QuickBooks, Financial Reporting, Internal Controls, ProSystem fx Tax, Tax Preparation, GAAP, Income Tax, GoSystems, Tax, Single Audit, Financial Analysis, SEC filings, Financial Statements, SEC Financial Reporting, Assurance, Tax Returns, Sarbanes-Oxley Act, SEC Filings
Education
State University of New York College at Oneonta 2004 — 2008
Bachelors of Science, Accounting
State University of New York College at Oneonta 2004 — 2008
Bachelor of Science (B.S.), Accounting
Boulder Brands, Inc April 2015 - Present
XO Group Inc. September 2013 - April 2015
Marcum LLP November 2011 - September 2013
Metis Group LLC March 2010 - November 2011
Vanacore, DeBenedictus, DiGovanni & Weddell, LLP May 2008 - March 2010
Skills
Forensic Accounting, Corporate Tax, Accounting, Auditing, QuickBooks, Financial Reporting, Internal Controls, ProSystem fx Tax, Tax Preparation, GAAP, Income Tax, GoSystems, Tax, Single Audit, Financial Analysis, SEC filings, Financial Statements, SEC Financial Reporting, Assurance, Tax Returns, Sarbanes-Oxley Act, SEC Filings
Education
State University of New York College at Oneonta 2004 — 2008
Bachelors of Science, Accounting
State University of New York College at Oneonta 2004 — 2008
Bachelor of Science (B.S.), Accounting
Carolyn Mazzenga's Marcum LLP Experience February 1992 - Present
Job Partner in Charge, Long Island Office at Marcum LLP
Industry Accounting
Experience
Marcum LLP February 1992 - Present
Coopers &Lybrand October 1981 - June 1991
Education
State University of New York College at Oneonta
Marcum LLP February 1992 - Present
Coopers &Lybrand October 1981 - June 1991
Education
State University of New York College at Oneonta
Daniel Rackover's Marcum LLP Experience January 2010 - November 2010
Job Accountant at READE LEVINE & COMPANY
Industry Accounting
Experience
READE LEVINE & COMPANY AccountantPlatinum Rapid Funding GroupAugust 2013 - August 2013
Talon Air, Inc. November 2011 - March 2013
Marcum LLP January 2010 - November 2010
Skills
General Ledger, Accounting, Account Reconciliation, Financial Reporting, Journal Entries, QuickBooks, Accounts Receivable, Financial Accounting, Cash Flow, Financial Analysis, GAAP, Internal Controls, Microsoft Office
Education
Syracuse University 2005 — 2009
BS, Accounting
READE LEVINE & COMPANY AccountantPlatinum Rapid Funding GroupAugust 2013 - August 2013
Talon Air, Inc. November 2011 - March 2013
Marcum LLP January 2010 - November 2010
Skills
General Ledger, Accounting, Account Reconciliation, Financial Reporting, Journal Entries, QuickBooks, Accounts Receivable, Financial Accounting, Cash Flow, Financial Analysis, GAAP, Internal Controls, Microsoft Office
Education
Syracuse University 2005 — 2009
BS, Accounting
Miranda Etkind, CPA's Marcum LLP Experience August 2014 - Present
Job Assurance Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2014 - Present
Harper & Pearson Company, P.C. January 2011 - July 2014
Stephen F. Austin State University January 2008 - December 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Financial Reporting, Customer Service, Internal Controls, Journal Entries, Access, Fixed Assets, Budgets, Tax Preparation, Sarbanes-Oxley Act, CPA, Internal Audit, Revenue Recognition, Income Tax, SAP, Consolidation, Bank Reconciliation, External Audit, Accounts Payable, SEC filings, US GAAP, General Ledger, Account Reconciliation, GAAP, Financial Statements, Auditing, Cost Accounting, Management Consulting, Tax Accounting, Payroll, Data Analysis, Tax, ProSystem fx Tax, Outlook
Education
Stephen F. Austin State University 2007 — 2010
Master of Professional Accountancy, Accounting
Marcum LLP August 2014 - Present
Harper & Pearson Company, P.C. January 2011 - July 2014
Stephen F. Austin State University January 2008 - December 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Financial Reporting, Customer Service, Internal Controls, Journal Entries, Access, Fixed Assets, Budgets, Tax Preparation, Sarbanes-Oxley Act, CPA, Internal Audit, Revenue Recognition, Income Tax, SAP, Consolidation, Bank Reconciliation, External Audit, Accounts Payable, SEC filings, US GAAP, General Ledger, Account Reconciliation, GAAP, Financial Statements, Auditing, Cost Accounting, Management Consulting, Tax Accounting, Payroll, Data Analysis, Tax, ProSystem fx Tax, Outlook
Education
Stephen F. Austin State University 2007 — 2010
Master of Professional Accountancy, Accounting
Bryan Fryer, CPA's Marcum LLP Experience July 2006 - September 2007
Job Accounting Manager at Maier Markey & Justic LLP
Industry Financial Services
Experience
Maier Markey & Justic LLP June 2015 - Present
Acorn Foundation for The Arts and Sciences May 2014 - June 2015
Golden Arc, Inc. October 2008 - April 2014
Lehman Brothers October 2007 - September 2008
Marcum LLP July 2006 - September 2007
O'Connor Davies Munns & Dobbins, LLP August 2003 - July 2006
Skills
Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Financial Analysis, Tax, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Financial Statements, Cash Management, CPA, IFRS, Equities, Corporate Finance, Consolidation, Financial Modeling, Risk Management, Private Equity, Internal Audit, Hedge Funds, Analysis, Due Diligence, Forecasting, Financial Audits, Sarbanes-Oxley, Preparation, External Audit, Tax Preparation, Investments, Finance, Accounts Receivable, QuickBooks, Budgets, Derivatives, Cash Flow, Account Reconciliation, Corporate Tax, Microsoft Excel, Income Tax
Education
The Catholic University of America 1999 — 2003
BSBA, Accounting
Maier Markey & Justic LLP June 2015 - Present
Acorn Foundation for The Arts and Sciences May 2014 - June 2015
Golden Arc, Inc. October 2008 - April 2014
Lehman Brothers October 2007 - September 2008
Marcum LLP July 2006 - September 2007
O'Connor Davies Munns & Dobbins, LLP August 2003 - July 2006
Skills
Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Financial Analysis, Tax, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Financial Statements, Cash Management, CPA, IFRS, Equities, Corporate Finance, Consolidation, Financial Modeling, Risk Management, Private Equity, Internal Audit, Hedge Funds, Analysis, Due Diligence, Forecasting, Financial Audits, Sarbanes-Oxley, Preparation, External Audit, Tax Preparation, Investments, Finance, Accounts Receivable, QuickBooks, Budgets, Derivatives, Cash Flow, Account Reconciliation, Corporate Tax, Microsoft Excel, Income Tax
Education
The Catholic University of America 1999 — 2003
BSBA, Accounting
Cristina (Esposito) Humphrey's Marcum LLP Experience September 2013 - November 2014
Job Yale Audit
Industry Accounting
Experience
Yale University Careers November 2014 - Present
Marcum LLP September 2013 - November 2014
Marcum LLP September 2012 - August 2013
Marcum LLP October 2010 - August 2012
Simione Macca & Larrow May 2009 - October 2010
Deloitte Tax, LLP January 2008 - May 2009
Skills
Internal Controls, Assurance, GAAP, Auditing, US GAAP, Manufacturing, Healthcare, Single Audit, Accounting, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Tax
Education
University of Connecticut 2005 — 2009
BS, Accounting
Yale University Careers November 2014 - Present
Marcum LLP September 2013 - November 2014
Marcum LLP September 2012 - August 2013
Marcum LLP October 2010 - August 2012
Simione Macca & Larrow May 2009 - October 2010
Deloitte Tax, LLP January 2008 - May 2009
Skills
Internal Controls, Assurance, GAAP, Auditing, US GAAP, Manufacturing, Healthcare, Single Audit, Accounting, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Tax
Education
University of Connecticut 2005 — 2009
BS, Accounting
Justina Grosso, CPA's Marcum LLP Experience February 2008 - November 2011
Job Lead Accountant Corporate Accounting at Independence Blue Cross
Industry Accounting
Experience
Independence Blue Cross November 2011 - Present
Marcum LLP February 2008 - November 2011
South Street Philly Bagels Inc April 2003 - January 2008
CIGNA May 2007 - August 2007
Skills
GAAP
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Acounting
Independence Blue Cross November 2011 - Present
Marcum LLP February 2008 - November 2011
South Street Philly Bagels Inc April 2003 - January 2008
CIGNA May 2007 - August 2007
Skills
GAAP
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Acounting
Hak (Ryan) Cho's Marcum LLP Experience January 2015 - Present
Job Tax Staff at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2015 - Present
Skills
Outlook, Financial Accounting, Teamwork, Accounting, Microsoft Office, Microsoft Excel, Tax Preparation, Partnership Taxation, Corporate Tax, Tax Research, Personal Income Tax..., GoSystems, Checkpoint
Education
University of Southern California 2014 — 2017
Master of Business Taxation, Taxation
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics
Marcum LLP January 2015 - Present
Skills
Outlook, Financial Accounting, Teamwork, Accounting, Microsoft Office, Microsoft Excel, Tax Preparation, Partnership Taxation, Corporate Tax, Tax Research, Personal Income Tax..., GoSystems, Checkpoint
Education
University of Southern California 2014 — 2017
Master of Business Taxation, Taxation
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics
Elizabeth Mullen's Marcum LLP Experience September 2012 - Present
Job Partner specializing in Corporate and Transaction Taxes at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2012 - Present
Marcum LLP April 2007 - August 2012
LVMH July 1994 - March 1998
Colgate Palmolive 1988 - 1994
Skills
Corporate Tax, Tax, SEC filings, Financial Reporting, Tax Accounting, International Tax, CPA, Tax Advisory, US GAAP, Income Tax, Tax Research, Due Diligence, Partnership Taxation, Financial Accounting, Tax Returns, Tax Preparation, GAAP, Internal Controls, Tax Law, Sarbanes-Oxley Act, Financial Statements, Transfer Pricing
Education
Stanford University
BA
Stanford University
Bachelor's degree
Marcum LLP September 2012 - Present
Marcum LLP April 2007 - August 2012
LVMH July 1994 - March 1998
Colgate Palmolive 1988 - 1994
Skills
Corporate Tax, Tax, SEC filings, Financial Reporting, Tax Accounting, International Tax, CPA, Tax Advisory, US GAAP, Income Tax, Tax Research, Due Diligence, Partnership Taxation, Financial Accounting, Tax Returns, Tax Preparation, GAAP, Internal Controls, Tax Law, Sarbanes-Oxley Act, Financial Statements, Transfer Pricing
Education
Stanford University
BA
Stanford University
Bachelor's degree
Taryn Kapplan's Marcum LLP Experience January 2011 - Present
Job Staff Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2011 - Present
Education
The University of Connecticut School of Business 2007 — 2010
Accounting
Marcum LLP January 2011 - Present
Education
The University of Connecticut School of Business 2007 — 2010
Accounting
HUIYIN CHEN's Marcum LLP Experience January 2011 - January 2014
Job Tax Senior at Friedman LLP
Industry Accounting
Experience
Friedman LLP January 2014 - Present
Marcum LLP January 2011 - January 2014
Skills
Single Audit, Tax
Education
Temple University
BBA, Accounting
Friedman LLP January 2014 - Present
Marcum LLP January 2011 - January 2014
Skills
Single Audit, Tax
Education
Temple University
BBA, Accounting
Ryan Swane's Marcum LLP Experience January 2014 - Present
Job Assurance Staff Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Marcum LLP June 2012 - August 2012
Euro RSCG June 2011 - August 2011
Education
State University of New York at Buffalo 2012 — 2013
Master of Science (M.S.), Accounting
State University of New York at Buffalo 2008 — 2012
Bachelor's Degree, Accounting
Marcum LLP January 2014 - Present
Marcum LLP June 2012 - August 2012
Euro RSCG June 2011 - August 2011
Education
State University of New York at Buffalo 2012 — 2013
Master of Science (M.S.), Accounting
State University of New York at Buffalo 2008 — 2012
Bachelor's Degree, Accounting
Alyssa Schneider's Marcum LLP Experience January 2012 - Present
Job Staff at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2012 - Present
Optimum Solutions Corporation 2004 - 2011
Skills
Corporate Tax, Tax
Education
St. John's University 2010 — 2011
Master of Science (M.S.), Accounting
St. John's University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Marcum LLP January 2012 - Present
Optimum Solutions Corporation 2004 - 2011
Skills
Corporate Tax, Tax
Education
St. John's University 2010 — 2011
Master of Science (M.S.), Accounting
St. John's University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Tricia Cangemi's Marcum LLP Experience November 2007 - September 2011
Job Experienced Associate Assurance Services at PwC
Industry Accounting
Experience
Marcum LLP November 2007 - September 2011
Holtz Rubenstein Reminick LLP (now known as Baker Tilly Virchow Krause, LLP) February 2005 - November 2007
Asprey & Garrard July 2002 - February 2005
Education
St. John's University 2001 — 2002
Master's degree, Accounting
St. John's University 1997 — 2001
Bachelor's degree, Accounting
Marcum LLP November 2007 - September 2011
Holtz Rubenstein Reminick LLP (now known as Baker Tilly Virchow Krause, LLP) February 2005 - November 2007
Asprey & Garrard July 2002 - February 2005
Education
St. John's University 2001 — 2002
Master's degree, Accounting
St. John's University 1997 — 2001
Bachelor's degree, Accounting
Liliana AbouRafeh's Marcum LLP Experience January 2007 - Present
Job Tax Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2007 - Present
IMA Engineering PC June 2002 - December 2006
Skills
Partnership Taxation, Corporate Tax, Income Tax, Tax Accounting, Alternative Investments, Private Equity
Education
Saint John's University - Peter J. Tobin College of Business
Master, Taxation
Saint John's University - Peter J. Tobin College of Business
Bachelor, Accounting
Marcum LLP January 2007 - Present
IMA Engineering PC June 2002 - December 2006
Skills
Partnership Taxation, Corporate Tax, Income Tax, Tax Accounting, Alternative Investments, Private Equity
Education
Saint John's University - Peter J. Tobin College of Business
Master, Taxation
Saint John's University - Peter J. Tobin College of Business
Bachelor, Accounting
Aaron Bernstein, CPA's Marcum LLP Experience September 2013 - Present
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2013 - Present
LEGO Group August 2011 - August 2013
Start Up Nation - Birthright Israel June 2012 - June 2012
Marcum LLP (Formerly UHY Advisors) April 2010 - August 2011
UHY Advisors September 2008 - April 2010
Marien + Company CPAs, LLC May 2007 - August 2007
Skills
Internal Controls, Financial Reporting, Lease Accounting, Financial Analysis, Banking, Cash Management, Auditing, SAP, Lease Contract Review, Financial Forecasting, Financial Projection, Audit Support, Microsoft Excel, Microsoft Access, Forecasting, Tax, SharePoint, BEx Analyzer, Business Case..., ProSystem fx Engagement, Construction Accounting, Accounting, GAAP
Education
The University of Connecticut School of Business 2005 — 2008
Bachelor of Science, Business Administration - Accounting
Marcum LLP September 2013 - Present
LEGO Group August 2011 - August 2013
Start Up Nation - Birthright Israel June 2012 - June 2012
Marcum LLP (Formerly UHY Advisors) April 2010 - August 2011
UHY Advisors September 2008 - April 2010
Marien + Company CPAs, LLC May 2007 - August 2007
Skills
Internal Controls, Financial Reporting, Lease Accounting, Financial Analysis, Banking, Cash Management, Auditing, SAP, Lease Contract Review, Financial Forecasting, Financial Projection, Audit Support, Microsoft Excel, Microsoft Access, Forecasting, Tax, SharePoint, BEx Analyzer, Business Case..., ProSystem fx Engagement, Construction Accounting, Accounting, GAAP
Education
The University of Connecticut School of Business 2005 — 2008
Bachelor of Science, Business Administration - Accounting
Joseph Fortunato, CPA, MBA's Marcum LLP Experience January 2014 - Present
Job Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Braver PC January 2012 - January 2014
CliftonLarsonAllen January 2012 - January 2012
LarsonAllen January 2010 - December 2011
Farm Credit East, ACA June 2008 - August 2008
Town of Agawam June 2006 - August 2006
Town of Agawam March 2005 - May 2005
Skills
CPA, Engagement, Checkpoint, Microsoft Office, Auditing, Internal Controls, QuickBooks, Accounting, Financial Reporting, Financial Analysis, GAAP, Accounts Payable, Microsoft Excel, Financial Accounting, Small Business, Municipal Solid Waste..., Non-profits..., US GAAP
Education
Suffolk University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
University of Massachusetts Dartmouth 2005 — 2009
Bachelor's degree, Accounting, 3.7
Agawam
Marcum LLP January 2014 - Present
Braver PC January 2012 - January 2014
CliftonLarsonAllen January 2012 - January 2012
LarsonAllen January 2010 - December 2011
Farm Credit East, ACA June 2008 - August 2008
Town of Agawam June 2006 - August 2006
Town of Agawam March 2005 - May 2005
Skills
CPA, Engagement, Checkpoint, Microsoft Office, Auditing, Internal Controls, QuickBooks, Accounting, Financial Reporting, Financial Analysis, GAAP, Accounts Payable, Microsoft Excel, Financial Accounting, Small Business, Municipal Solid Waste..., Non-profits..., US GAAP
Education
Suffolk University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
University of Massachusetts Dartmouth 2005 — 2009
Bachelor's degree, Accounting, 3.7
Agawam
Beth Campbell, CPA's Marcum LLP Experience September 2008 - May 2012
Job Senior Accountant at Sartomer USA, LLC
Industry Accounting
Experience
Sartomer USA, LLC May 2012 - Present
Marcum LLP September 2008 - May 2012
Buffets, Inc. August 1997 - September 2008
Skills
Spanish, Accounting, French, Problem Solving, Excel, Word, Outlook, Detailed Analysis, Team Leadership, Auditing, Financial Statements, General Ledger, Financial Reporting, Financial Accounting, QuickBooks, CPA, Income Tax, Tax, Assurance, Account Reconciliation, Accounts Payable, Internal Controls, Accruals, Variance Analysis, Inventory Management, Tax Returns, Accounts Receivable, Analysis, Financial Analysis, Microsoft Excel, Microsoft Word
Education
West Chester University of Pennsylvania 2005 — 2008
Bachelor's degree, Accounting
The Restaurant School at Walnut Hill College 1995 — 1996
Associate's degree, Specialized Technology
Sartomer USA, LLC May 2012 - Present
Marcum LLP September 2008 - May 2012
Buffets, Inc. August 1997 - September 2008
Skills
Spanish, Accounting, French, Problem Solving, Excel, Word, Outlook, Detailed Analysis, Team Leadership, Auditing, Financial Statements, General Ledger, Financial Reporting, Financial Accounting, QuickBooks, CPA, Income Tax, Tax, Assurance, Account Reconciliation, Accounts Payable, Internal Controls, Accruals, Variance Analysis, Inventory Management, Tax Returns, Accounts Receivable, Analysis, Financial Analysis, Microsoft Excel, Microsoft Word
Education
West Chester University of Pennsylvania 2005 — 2008
Bachelor's degree, Accounting
The Restaurant School at Walnut Hill College 1995 — 1996
Associate's degree, Specialized Technology
Jenchuan (Richard) Lo's Marcum LLP Experience December 2013 - Present
Job Tax Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP December 2013 - Present
Wei Wei & Co LLP December 2007 - November 2013
Skills
Corporate Tax, Tax, Tax Preparation, Tax Accounting, Income Tax, CPA, Accounting, GAAP, Payroll Taxes, Sales & Use Tax, Multi-state tax returns, International Tax..., QuickBooks, Lacerte, ProSeries, Caseware, CCH ProSystem fx, Peachtree, ADP Payroll, Microsoft Office, Tax database research..., Auditing, Payroll, Sales Tax
Education
State University of New York at Albany 2006 — 2007
Master of Science (MS), Taxation
State University of New York at Albany 2005 — 2006
Master of Science Degree, Professional Accountancy
Marcum LLP December 2013 - Present
Wei Wei & Co LLP December 2007 - November 2013
Skills
Corporate Tax, Tax, Tax Preparation, Tax Accounting, Income Tax, CPA, Accounting, GAAP, Payroll Taxes, Sales & Use Tax, Multi-state tax returns, International Tax..., QuickBooks, Lacerte, ProSeries, Caseware, CCH ProSystem fx, Peachtree, ADP Payroll, Microsoft Office, Tax database research..., Auditing, Payroll, Sales Tax
Education
State University of New York at Albany 2006 — 2007
Master of Science (MS), Taxation
State University of New York at Albany 2005 — 2006
Master of Science Degree, Professional Accountancy
Lucy Masso's Marcum LLP Experience September 2008 - Present
Job Senior Tax Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2008 - Present
Skills
Accounting, Tax
Education
Temple University 2006 — 2008
Marcum LLP September 2008 - Present
Skills
Accounting, Tax
Education
Temple University 2006 — 2008
Joseph Gorski's Marcum LLP Experience September 2007 - October 2010
Job Senior Tax Analyst at Assa Abloy Inc
Industry Accounting
Experience
ASSA ABLOY October 2010 - Present
Marcum LLP September 2007 - October 2010
Anquillare, Ruocco, Traester & Company January 2006 - August 2007
Skills
Sarbanes-Oxley Act, US GAAP, Financial Reporting, Accounting, Auditing
Education
University of Connecticut 2001 — 2006
Minor, Economics
University of Connecticut 2001 — 2006
Bachelor's Degree, Accounting
ASSA ABLOY October 2010 - Present
Marcum LLP September 2007 - October 2010
Anquillare, Ruocco, Traester & Company January 2006 - August 2007
Skills
Sarbanes-Oxley Act, US GAAP, Financial Reporting, Accounting, Auditing
Education
University of Connecticut 2001 — 2006
Minor, Economics
University of Connecticut 2001 — 2006
Bachelor's Degree, Accounting
Jose G. Net Rigau's Marcum LLP Experience October 2014 - Present
Job Senior at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 2014 - Present
PwC September 2012 - September 2014
Office of the Comptroller of Puerto Rico October 2011 - December 2011
Skills
Auditing, Teamwork, Committment, Professional..., Information System Audit, Deadline Oriented, Travel, Analytics, Microsoft Excel, Microsoft Word, PowerPoint, Vizio, Microsoft Office, Critical Thinking, Travel Planning, Organization, CPA, CISA, Research, Non-Conforming, Persistency, Internal Controls, Accounting, Financial Reporting
Education
Universidad Complutense de Madrid 2011 — 2011
University of Puerto Rico-Rio Piedras 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Marcum LLP October 2014 - Present
PwC September 2012 - September 2014
Office of the Comptroller of Puerto Rico October 2011 - December 2011
Skills
Auditing, Teamwork, Committment, Professional..., Information System Audit, Deadline Oriented, Travel, Analytics, Microsoft Excel, Microsoft Word, PowerPoint, Vizio, Microsoft Office, Critical Thinking, Travel Planning, Organization, CPA, CISA, Research, Non-Conforming, Persistency, Internal Controls, Accounting, Financial Reporting
Education
Universidad Complutense de Madrid 2011 — 2011
University of Puerto Rico-Rio Piedras 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Jeffrey Saltzer's Marcum LLP Experience 2007 - Present
Job
Industry Accounting
Experience
Marcum LLP 2007 - Present
Education
University at Albany, SUNY
BS ACCOUNTING, ACCOUNTING
Marcum LLP 2007 - Present
Education
University at Albany, SUNY
BS ACCOUNTING, ACCOUNTING
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY