Starr & Company, LLC
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Starr & Company, LLC Employees
AIG Advisor Group June 2014 - Present
Fitch Ratings February 2013 - May 2014
Starr & Company, LLC June 2008 - June 2010
Rochdale Investment Management October 2006 - June 2008
Education
Rutgers University
Bachelor of Arts (B.A.), History
Independent Consultant, Self-Employed March 2005 - Present
Starr & Company, LLC January 2002 - February 2005
Lazard August 2001 - December 2001
Skills
Bookkeeping, Financials, Budget Preparation, QuickBooks, Accounts Receivable, Tax, Accounts Payable, Accounting, Budgets, General Ledger, Payroll
Education
Baruch College 1993 — 1998
BBA, Business
Baruch College, City University of New York (CUNY) 1993 — 1998
Bachelor's degree, Business Administration and Management, General
UBS Wealth Management June 2011 - Present
UBS July 2007 - May 2011
GFI Group July 2005 - July 2007
Starr & Company, LLC January 2005 - July 2005
Altria / Philip Morris USA February 2000 - December 2004
Skills
Financial Modeling, Corporate Finance, Accounting, Forecasting, Finance, Analysis, Sarbanes-Oxley Act, Strategy, Internal Controls, Budgets, Management, Auditing, Project Management, Portfolio Management, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
MBA, 1) Leadership & Change Management; 2) Data, Models & Decisions; 3) Global Business
City University of New York-Baruch College - Zicklin School of Business 1996 — 2001
BBA, Major: Finance & Investing; Minor: Economics
JPM Asset Management January 2015 - Present
JPM Asset Management June 2012 - January 2015
JP Morgan Chase October 2010 - June 2012
Merrill Lynch June 2009 - August 2009
Starr & Company, LLC February 2006 - July 2008
Wenner Media February 2004 - February 2006
Skills
Investments, Hedge Funds, Asset Management, Financial Analysis, Options, Bloomberg, Corporate Finance, Asset Managment, Due Diligence, Finance, Valuation, Analysis, Fixed Income, Equities, Financial Modeling, Strategic Planning, Equity Research, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA
University of Maryland College Park 1999 — 2003
BA
Jade Associates May 2011 - Present
John Phelan, CPA, MBA 2010 - May 2011
Starr & Company, LLC 1996 - 2010
O'Connor Davies 1994 - 1995
WeiserMazars (formerly Guerard Viala) New York & Paris 1989 - 1993
O'Connor Davies 1986 - 1988
Chautauqua Energy, Inc. 1982 - 1985
Education
State University of New York at Buffalo - School of Management 1979 — 1982
MBA, Professional Accounting & Financial Planning and Control
Kirchhoff-Consigli Construction Management November 2014 - Present
Wiltwyck Golf Club April 2014 - October 2014
Westwood Metes & Bounds Realty October 2013 - April 2014
Palladian Projects November 2012 - January 2014
Citrin Cooperman & Company, LLP February 2010 - October 2012
Starr & Company, LLC July 2007 - February 2010
Skills
Microsoft Office, ADP Payroll, Payroll Processing, Quickbooks, Client Services, Practice Management, GoFileRoom, Accounts Payable, Accounts Receivable, Distribution Management, General Ledger, Journal Entries, Account Reconciliation, 1099 Processing, Financial Reporting, Payroll, Invoicing, Reconciliation, QuickBooks, Employee Benefits, W2, Distributed Team..., Financial Statements, Finance, Accounting
Education
University at Albany, SUNY 2003 — 2007
BA, Commmunication & Rhetoric; Business Administration
Kabat, Schertzer, De La Torre, Taraboulos & Co. January 2014 - Present
Hecht & Company; P.C January 2012 - December 2013
EisnerAmper LLP January 2007 - December 2011
Starr & Company, LLC September 2005 - December 2006
AMEX TAX & ACCOUNTING December 2003 - August 2005
Gassman & Golodny LLP 2000 - 2003
Perelson Weiner LLP 1998 - 2000
Skills
Tax, Tax Research, CPA, Tax Accounting, Corporate Tax, Partnership Taxation, S Corporations, ProSystem fx Tax, High Net Worth..., Personal Tax Planning, Team Building, Multi-state tax returns, GoSystems, Mentoring New Hires, International Tax, FIN 48, Accounting, Income Tax, Tax Returns, Financial Reporting, Tax Preparation
Education
Touro College 2002 — 2003
Master of Science (MS), Taxation
Touro College 1999 — 2001
Bachelor of Science (B.S.), Business Administration with a Concentration in Accounting
Middlesex University 1996 — 1998
Accounting
Yeshivat Hakotel 1994 — 1996
Talmudic Studies
Hasmonean High School
Hasmonean High School
Untracht Early LLC 2014 - Present
Rothstein Kass 2013 - 2014
RSSM, LLP 2011 - 2013
EisnerAmper LLP 2010 - 2011
Starr & Company, LLC 2006 - 2010
EBM 2002 - 2006
American Express Tax & Business Svcs. (Provident Financial Mgmt.) 1999 - 2002
Smith Barney 1997 - 1999
Skills
Tax, High Net Worth..., Accounting, Income Tax, Tax Preparation, Corporate Tax, QuickBooks, Family Office, Investment Advisory, Management, Partnerships, Private Foundations, Media & Entertainment, Tour Accounting, Professional Services, Music Publishing, Film Production, Business Management, Professional Sports, Royalty Accounting, Record Company..., Investment Partnerships
Education
City University of New York
MS, Accountancy
Middlebury College
BA, Economics
Peter Lev Business Management February 2011 - Present
Starr & Company, LLC July 1996 - January 2009
Skills
Tax Preparation, Tax, Income Tax, Accounting, Financial Reporting, Auditing, Corporate Tax, GAAP, CPA, Internal Controls, Financial Accounting, General Ledger, QuickBooks, US GAAP, Tax Returns, Sarbanes-Oxley Act
Education
Fairleigh Dickinson University
M.B.A., Accounting and Business/Management
Fairleigh Dickinson University
Bachelor of Arts (BA), Psychology
GRF January 2004 - Present
Starr & Company, LLC October 1998 - January 2004
Skills
Tax, Financial Reporting, Accruals, Accounts Payable, QuickBooks, Bookkeeping, Accounting, Payroll, High Net Worth..., Journal Entries, General Ledger
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
Gertsman Financial Services January 2009 - Present
JMANN SEAFOOD INC June 2000 - January 2011
YOUNG EQUIPMENT SALES, Inc June 2009 - December 2009
Starr & Company, LLC January 2004 - May 2009
TEMPLE BETH-EL September 2000 - January 2004
BRAVERMAN FINKELSTEIN CPA January 2003 - December 2003
SPIELMAN, KOENIGSBERG & PARKER, LLP July 2001 - May 2002
W.M. Mercer January 2000 - June 2001
ERNST & YOUNG, LLP April 1997 - January 2000
Australian Tourist Commission June 1994 - April 1997
Skills
Payroll, Invoicing, Accounts Receivable, ADP Payroll, Preparation, Year End Accounts, Expenses, Job Costing, Accountants, Corporate Tax, Accounts Payable, Accounting, QuickBooks, General Ledger, Tax, Tax Preparation, Bookkeeping, Bank Reconciliation, Journal Entries, Financial Statements, Accruals, GAAP
Education
New School University 2004 — 2007
Associate of Arts (A.A.), Interior Design
Hofstra University 1990 — 1994
BBA, Accounting
WithumSmith+Brown PC October 2006 - Present
Starr & Company, LLC 2003 - 2006
Education
City University of New York-Hunter College
General Studies
Hunter College High School
New York University - Leonard N. Stern School of Business
Accounting
Pilat (North America) Inc. 2003 - Present
Starr & Company, LLC September 1998 - February 2002
Skills
Financial Reporting, Accounting, Budgets, Financial Analysis, Auditing, Payroll
Education
Temple University 1985 — 1987
MBA, Accounting & Finance
Mount Carmel College 1979 — 1984
B.A, English, Economics & Psychology
Urban Zen LLC February 2007 - Present
CBIZ August 2006 - February 2007
Starr & Company, LLC September 2001 - July 2006
Skills
Financial Reporting, Financial Accounting, Microsoft Office, Management, Finance, Accounting, Budgets, Strategic Planning, Payroll, Financial Analysis, Accounts Payable, Human Resources, Forecasting, Business Planning
Education
Plaza College 1996 — 1999
Associate's Degree, Accounting and Finance
Turtle Bay Group, Inc. June 2010 - Present
Starr & Company, LLC February 1997 - June 2010
Price Waterhouse LLP September 1990 - September 1996
Skills
Private Equity, Financial Analysis, Accounting, Financial Reporting, Investments, Due Diligence, Corporate Finance, Tax, Asset Management, Internal Controls, Auditing, Portfolio Management, Mergers & Acquisitions, Management
Education
Rutgers University 1986 — 1990
Bachelor of Science with Honors, Accounting
Starr & Company, LLC 2011 - 2012
Diebold November 2007 - March 2010
Skills
Payroll, Risk Management, Budgets, Financial Analysis, Leadership, Management, Operations Management, Training, Strategy, Account Management, Business Development, Customer Service, Marketing, Team Leadership, Team Building, Strategic Planning, Sales Management, Sales, Solution Selling, Process Improvement, Sales Operations, Coaching, Sales Process, Direct Sales
Education
Phoenix College 1972 — 1975
Associate of Arts - Business anagement, Business Administration and Management, General
The New York Community Trust September 1999 - Present
Starr & Company, LLC June 2005 - July 2006
Education
City University of New York-Baruch College 1993 — 1999
Bachelor of Business Administration (BBA), Accounting