Tait, Weller & Baker
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Tait, Weller & Baker Employees
Employee
Years
Job
Industry
Robert Townsend Robert Townsend's Tait, Weller & Baker Experience December 1980 - March 1982
Job Controller at Aon Affinity Insurance Services, Inc.
Industry Insurance
Experience
Aon Affinity Insurance Services, Inc. September 2003 - Present
Comcast Cable November 2000 - June 2003
Harvard Industries, Inc. June 1999 - November 2000
Containment Solutions, Inc. April 1994 - June 1999
Uni-Copy Corporation May 1991 - August 1993
Subaru of America December 1986 - May 1991
Graduate Hospital January 1986 - December 1986
American Health Systems December 1984 - December 1985
Coopers & Lybrand July 1982 - November 1984
Tait, Weller & Baker December 1980 - March 1982
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Insurance, GAAP, Strategic Financial..., Finance, Accounting, Managerial Finance, Enterprise Risk..., Financial Risk, Sarbanes-Oxley, Financial Accounting, Mergers & Acquisitions, Risk Management, Forecasting, US GAAP, Auditing, Variance Analysis, Internal Audit, Financial Modeling, SEC filings
Education
Temple University - Fox School of Business and Management 1978 — 1980
BBA, Accounting
Aon Affinity Insurance Services, Inc. September 2003 - Present
Comcast Cable November 2000 - June 2003
Harvard Industries, Inc. June 1999 - November 2000
Containment Solutions, Inc. April 1994 - June 1999
Uni-Copy Corporation May 1991 - August 1993
Subaru of America December 1986 - May 1991
Graduate Hospital January 1986 - December 1986
American Health Systems December 1984 - December 1985
Coopers & Lybrand July 1982 - November 1984
Tait, Weller & Baker December 1980 - March 1982
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Insurance, GAAP, Strategic Financial..., Finance, Accounting, Managerial Finance, Enterprise Risk..., Financial Risk, Sarbanes-Oxley, Financial Accounting, Mergers & Acquisitions, Risk Management, Forecasting, US GAAP, Auditing, Variance Analysis, Internal Audit, Financial Modeling, SEC filings
Education
Temple University - Fox School of Business and Management 1978 — 1980
BBA, Accounting
Lauren D'Andrea Lauren D'Andrea's Tait, Weller & Baker Experience June 2007 - June 2009
Job Senior Accountant at Health Advocate
Industry Marketing and Advertising
Experience
Health Advocate February 2013 - Present
Brownstein Group June 2011 - February 2013
Robinson Luggage Company June 2009 - June 2011
Tait, Weller & Baker June 2007 - June 2009
Skills
Fixed Assets, General Ledger, Account Reconciliation, Financial Accounting, Auditing, Year-end Close, Journal Entries, Accruals, Financial Statements, Bank Reconciliation, Financial Analysis, Variance Analysis, Year End Accounts, Vlookup, Accounts Payable, Balance Sheet, Revenue Recognition, Cash Receipts, Cash Flow, Expenses, Cash, Accounts Receivable, Depreciation
Education
West Chester University of Pennsylvania 2004 — 2007
BS, Accounting
Penn State University 2003 — 2004
Accounting
Health Advocate February 2013 - Present
Brownstein Group June 2011 - February 2013
Robinson Luggage Company June 2009 - June 2011
Tait, Weller & Baker June 2007 - June 2009
Skills
Fixed Assets, General Ledger, Account Reconciliation, Financial Accounting, Auditing, Year-end Close, Journal Entries, Accruals, Financial Statements, Bank Reconciliation, Financial Analysis, Variance Analysis, Year End Accounts, Vlookup, Accounts Payable, Balance Sheet, Revenue Recognition, Cash Receipts, Cash Flow, Expenses, Cash, Accounts Receivable, Depreciation
Education
West Chester University of Pennsylvania 2004 — 2007
BS, Accounting
Penn State University 2003 — 2004
Accounting
Carissa Branson Carissa Branson's Tait, Weller & Baker Experience June 2011 - May 2012
Job Police Officer at Town of Bluffton
Industry Law Enforcement
Experience
Town of Bluffton April 2013 - Present
The Walt Disney Company May 2012 - March 2013
Tait, Weller & Baker June 2011 - May 2012
Wenonah Police Department April 2008 - June 2011
Rutgers, The State University of New Jersey September 2010 - May 2011
Skills
QuickBooks, Financial Accounting, Accounting, Auditing, General Ledger, Financial Reporting, Microsoft Excel, Accounts Payable, Financial Analysis, Financial Statements, Bookkeeping, Tax Preparation, Account Reconciliation, Access, Accounts Receivable, Outlook, Budgets, Strategic Financial..., Tax, Finance, Law Enforcement, Community Outreach
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2011
Bachelor of Science, Accounting
Gloucester County College 2008 — 2009
AS, Business Administration
Deptford High School 2004 — 2008
Diploma, General
Town of Bluffton April 2013 - Present
The Walt Disney Company May 2012 - March 2013
Tait, Weller & Baker June 2011 - May 2012
Wenonah Police Department April 2008 - June 2011
Rutgers, The State University of New Jersey September 2010 - May 2011
Skills
QuickBooks, Financial Accounting, Accounting, Auditing, General Ledger, Financial Reporting, Microsoft Excel, Accounts Payable, Financial Analysis, Financial Statements, Bookkeeping, Tax Preparation, Account Reconciliation, Access, Accounts Receivable, Outlook, Budgets, Strategic Financial..., Tax, Finance, Law Enforcement, Community Outreach
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2011
Bachelor of Science, Accounting
Gloucester County College 2008 — 2009
AS, Business Administration
Deptford High School 2004 — 2008
Diploma, General
Allison M. Henry Allison M. Henry's Tait, Weller & Baker Experience 2001 - 2003
Job Helping CPAs Elevate their Practice Quality via Consultancy, Advocacy & Education ★ Learn More ► Read My Profile
Industry Accounting
Experience
PICPA August 2003 - Present
Tait, Weller & Baker 2001 - 2003
Deloitte & Touche August 1992 - November 2001
Skills
CPA, Business Valuation, Accounting, Auditing, Strategic Financial..., Tax, Financial Reporting, Risk Management, Internal Controls
Education
Washington University in St. Louis - Olin Business School 2004 — 2008
BSBA, Business Administration
University of Arkansas at Little Rock 1989 — 1990
Accounting Equivalency, Accounting and Audit
PICPA August 2003 - Present
Tait, Weller & Baker 2001 - 2003
Deloitte & Touche August 1992 - November 2001
Skills
CPA, Business Valuation, Accounting, Auditing, Strategic Financial..., Tax, Financial Reporting, Risk Management, Internal Controls
Education
Washington University in St. Louis - Olin Business School 2004 — 2008
BSBA, Business Administration
University of Arkansas at Little Rock 1989 — 1990
Accounting Equivalency, Accounting and Audit
Scott Thorp Scott Thorp's Tait, Weller & Baker Experience May 2000 - April 2003
Job Assistant Controller at Greatwide Truckload Management (GWTM)
Industry Accounting
Experience
Greatwide Truckload Management (GWTM) May 2015 - Present
Broder Bros., Co. August 2011 - May 2015
PricewaterhouseCoopers July 2008 - August 2011
PwC November 2003 - July 2008
Tait Weller and Baker April 2003 - November 2003
Tait, Weller & Baker May 2000 - April 2003
Skills
SEC reporting, Financial Reporting, SOX, Technical Accounting, US GAAP, Internal Controls, Accounting, Auditing, GAAP, Financial Accounting, Excel, CPA, SEC filings, Assurance, External Audit, Microsoft Excel, Finance, SEC Filings, Sarbanes-Oxley Act, Big 4, Financial Analysis, Internal Audit
Education
La Salle University 1996 — 2000
Bachelor of Science in Business Administration, Accounting
Greatwide Truckload Management (GWTM) May 2015 - Present
Broder Bros., Co. August 2011 - May 2015
PricewaterhouseCoopers July 2008 - August 2011
PwC November 2003 - July 2008
Tait Weller and Baker April 2003 - November 2003
Tait, Weller & Baker May 2000 - April 2003
Skills
SEC reporting, Financial Reporting, SOX, Technical Accounting, US GAAP, Internal Controls, Accounting, Auditing, GAAP, Financial Accounting, Excel, CPA, SEC filings, Assurance, External Audit, Microsoft Excel, Finance, SEC Filings, Sarbanes-Oxley Act, Big 4, Financial Analysis, Internal Audit
Education
La Salle University 1996 — 2000
Bachelor of Science in Business Administration, Accounting
Stacy D'Artagnan Stacy D'Artagnan's Tait, Weller & Baker Experience 1999 - 2005
Job Audit Manager in Investment Management Group at BBD, LLP; Mutual fund and hedge fund audit specialist
Industry Accounting
Experience
BBD, LLP 2005 - Present
Tait, Weller & Baker 1999 - 2005
Skills
Mutual Funds
Education
Rider University
MBA, General Business
BBD, LLP 2005 - Present
Tait, Weller & Baker 1999 - 2005
Skills
Mutual Funds
Education
Rider University
MBA, General Business
Joseph DiFalco, CPA Joseph DiFalco, CPA's Tait, Weller & Baker Experience October 2003 - October 2006
Job Senior Manager at EisnerAmper LLP
Industry Accounting
Experience
New Jersey Society of CPA's June 2013 - Present
EisnerAmper LLP October 2006 - Present
Tait, Weller & Baker October 2003 - October 2006
Skills
Auditing, IFRS, SEC filings, Accounting, Finance, GAAP, Sarbanes-Oxley Act, US GAAP, Technical Accounting, Financial Statements, SEC Filings, Corporate Tax, Financial Accounting, Financial Analysis
Education
Kent State University
Bachelor of Science, Accounting
New Jersey Society of CPA's June 2013 - Present
EisnerAmper LLP October 2006 - Present
Tait, Weller & Baker October 2003 - October 2006
Skills
Auditing, IFRS, SEC filings, Accounting, Finance, GAAP, Sarbanes-Oxley Act, US GAAP, Technical Accounting, Financial Statements, SEC Filings, Corporate Tax, Financial Accounting, Financial Analysis
Education
Kent State University
Bachelor of Science, Accounting
Ronald Bedwell Ronald Bedwell's Tait, Weller & Baker Experience 1997 - 1998
Job VP/Investment Accounting Manager
Industry Financial Services
Experience
Maitland Administration 2014 - Present
Citco Fund Services 2012 - 2013
BNY Mellon 2007 - 2012
Commonwealth Fund Accounting 2000 - 2007
Caldwell and Orkin 1998 - 2000
Tait, Weller & Baker 1997 - 1998
Skills
Proficient with Advent..., Proficient with..., Proficient with Excel..., Hedge Funds, Auditing, Alternative Investments, Fund Accounting, Fund Administration, Financial Reporting, Mutual Funds, Investments, Fund Of Funds, Bloomberg, Equities, Derivatives, Accounting, Securities, Fixed Income, Financial Services, Private Equity, Due Diligence, Account Reconciliation, Options, US GAAP, Banking, SEC filings, Risk Management, Financial Accounting, AML, Financial Statements, Internal Controls, GAAP, Sarbanes-Oxley Act, Trading Systems, Commodity, General Ledger, Internal Audit, Financial Risk, Hedge Accounting, Tax Accounting, Operational Risk, Bloomberg Terminal, Management, Bonds, Treasury Management, Business Analysis, Settlement, Swaps, Treasury, Financial Audits
Education
Robert Morris University 1987 — 1989
Bachelor of Science (BS), Accounting
Robert Morris University 1987 — 1989
Bachelor's degree, Finance
Maitland Administration 2014 - Present
Citco Fund Services 2012 - 2013
BNY Mellon 2007 - 2012
Commonwealth Fund Accounting 2000 - 2007
Caldwell and Orkin 1998 - 2000
Tait, Weller & Baker 1997 - 1998
Skills
Proficient with Advent..., Proficient with..., Proficient with Excel..., Hedge Funds, Auditing, Alternative Investments, Fund Accounting, Fund Administration, Financial Reporting, Mutual Funds, Investments, Fund Of Funds, Bloomberg, Equities, Derivatives, Accounting, Securities, Fixed Income, Financial Services, Private Equity, Due Diligence, Account Reconciliation, Options, US GAAP, Banking, SEC filings, Risk Management, Financial Accounting, AML, Financial Statements, Internal Controls, GAAP, Sarbanes-Oxley Act, Trading Systems, Commodity, General Ledger, Internal Audit, Financial Risk, Hedge Accounting, Tax Accounting, Operational Risk, Bloomberg Terminal, Management, Bonds, Treasury Management, Business Analysis, Settlement, Swaps, Treasury, Financial Audits
Education
Robert Morris University 1987 — 1989
Bachelor of Science (BS), Accounting
Robert Morris University 1987 — 1989
Bachelor's degree, Finance
Dan Gentzler Dan Gentzler's Tait, Weller & Baker Experience June 2007 - August 2007
Job Staff Accountant at Myers and Stauffer LC
Industry Accounting
Experience
Myers and Stauffer LC May 2014 - Present
Detroit Tigers June 2010 - June 2011
Tait, Weller & Baker June 2007 - August 2007
Skills
Auditing, Accounting, Medicare/Medicaid..., Microsoft Excel
Education
University of Maryland College Park 2006 — 2010
Bachelor's, Economics
Myers and Stauffer LC May 2014 - Present
Detroit Tigers June 2010 - June 2011
Tait, Weller & Baker June 2007 - August 2007
Skills
Auditing, Accounting, Medicare/Medicaid..., Microsoft Excel
Education
University of Maryland College Park 2006 — 2010
Bachelor's, Economics
William Kouser William Kouser's Tait, Weller & Baker Experience 1987 - 1997
Job Partner in Investment Management Group at BBD, LLP; Investment company and investment partnership audit specialist
Industry Accounting
Experience
BBD, LLP May 1997 - Present
Tait, Weller & Baker 1987 - 1997
Skills
Hedge Funds, Tax, Mutual Funds, Investment Management, Securities, Auditing, Financial Reporting, SEC filings, Investments, Sarbanes-Oxley Act
Education
Rutgers University – Camden 1983 — 1987
BA, Accounting
BBD, LLP May 1997 - Present
Tait, Weller & Baker 1987 - 1997
Skills
Hedge Funds, Tax, Mutual Funds, Investment Management, Securities, Auditing, Financial Reporting, SEC filings, Investments, Sarbanes-Oxley Act
Education
Rutgers University – Camden 1983 — 1987
BA, Accounting
James Kaiser James Kaiser's Tait, Weller & Baker Experience 1998 - 2003
Job Partner in Investment Management Group at BBD, LLP; Mutual fund and ETF audit specialist
Industry Accounting
Experience
BBD, LLP 2003 - Present
Tait, Weller & Baker 1998 - 2003
Skills
Investments, Auditing, Financial Statements, Hedge Funds, Mutual Funds, Internal Controls, Tax, Alternative Investments, Accounting, Financial Reporting, Financial Analysis, Securities, Investment Management
Education
Rutgers University – Camden 1994 — 1998
BS, Accounting
BBD, LLP 2003 - Present
Tait, Weller & Baker 1998 - 2003
Skills
Investments, Auditing, Financial Statements, Hedge Funds, Mutual Funds, Internal Controls, Tax, Alternative Investments, Accounting, Financial Reporting, Financial Analysis, Securities, Investment Management
Education
Rutgers University – Camden 1994 — 1998
BS, Accounting
Shai Reichert Shai Reichert's Tait, Weller & Baker Experience October 2004 - September 2005
Job Managing Director, Digital Agency Services | Technology
Industry Marketing and Advertising
Experience
W2O Group March 2015 - Present
W2O Group July 2012 - February 2015
Rosetta February 2011 - July 2012
Rosetta January 2009 - January 2011
Rosetta March 2008 - October 2008
Rosetta February 2007 - March 2008
Comcast 2005 - 2007
Tait, Weller & Baker October 2004 - September 2005
Skills
User Experience, User Interface Design, Mobile Applications, SEO, HTML 5, Agile Methodologies, Digital Marketing, PHP, Mobile Devices, Web Applications, CSS, Strategy, User Interface, JavaScript, HTML, ASP.NET, jQuery, Web Development, Software Development, Digital Strategy, SQL, E-commerce, Front-end, Interaction Design, Web Analytics, CMS, HTML5, Information Architecture, Objective-C, JSON, Java, MySQL, Web Design, Interactive Advertising, CRM, Technology Leadership, Drupal, WordPress, Enterprise Software, Usability, Google Analytics, Mobile Design, Mobile Marketing, Business Analysis, SharePoint, Sitecore, Intranet Strategy, Healthcare, Web Hosting, Growth Hacking
Education
Temple University 1997 — 2002
Bachelor's degree
W2O Group March 2015 - Present
W2O Group July 2012 - February 2015
Rosetta February 2011 - July 2012
Rosetta January 2009 - January 2011
Rosetta March 2008 - October 2008
Rosetta February 2007 - March 2008
Comcast 2005 - 2007
Tait, Weller & Baker October 2004 - September 2005
Skills
User Experience, User Interface Design, Mobile Applications, SEO, HTML 5, Agile Methodologies, Digital Marketing, PHP, Mobile Devices, Web Applications, CSS, Strategy, User Interface, JavaScript, HTML, ASP.NET, jQuery, Web Development, Software Development, Digital Strategy, SQL, E-commerce, Front-end, Interaction Design, Web Analytics, CMS, HTML5, Information Architecture, Objective-C, JSON, Java, MySQL, Web Design, Interactive Advertising, CRM, Technology Leadership, Drupal, WordPress, Enterprise Software, Usability, Google Analytics, Mobile Design, Mobile Marketing, Business Analysis, SharePoint, Sitecore, Intranet Strategy, Healthcare, Web Hosting, Growth Hacking
Education
Temple University 1997 — 2002
Bachelor's degree
Jack Latta's Tait, Weller & Baker Experience July 2011 - November 2012
Job Sales Representative
Industry Railroad Manufacture
Experience
Geismar May 2013 - Present
Tait, Weller & Baker July 2011 - November 2012
Skills
Accounting, SEC filings, Negotiation, Sales, Sales Operations, GAAP, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, Accounts Payable, Financial Analysis, QuickBooks, Tax Preparation, Sarbanes-Oxley Act, Financial Statements, US GAAP, CPA, Corporate Finance, Corporate Tax, Budgets, Microsoft Excel, Tax, Auditing, Account Reconciliation
Education
West Chester University of Pennsylvania 2009 — 2011
Bachelor's degree, Accounting and Taxation
Pennsylvania State University College of Medicine
School of Animal Husbandry
Geismar May 2013 - Present
Tait, Weller & Baker July 2011 - November 2012
Skills
Accounting, SEC filings, Negotiation, Sales, Sales Operations, GAAP, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, Accounts Payable, Financial Analysis, QuickBooks, Tax Preparation, Sarbanes-Oxley Act, Financial Statements, US GAAP, CPA, Corporate Finance, Corporate Tax, Budgets, Microsoft Excel, Tax, Auditing, Account Reconciliation
Education
West Chester University of Pennsylvania 2009 — 2011
Bachelor's degree, Accounting and Taxation
Pennsylvania State University College of Medicine
School of Animal Husbandry
Bob Hackett Bob Hackett's Tait, Weller & Baker Experience September 1985 - July 1988
Job VP Information Technology at Weston Solutions, Inc.
Industry Environmental Services
Experience
Weston Solutions August 1988 - Present
Tait, Weller & Baker September 1985 - July 1988
Skills
Software Project..., PMP, IT Strategy, IT Management, Intranet Strategy, Business Intelligence, SharePoint, Requirements Gathering, Leadership, Business Process, CRM, Vendor Management, Enterprise Architecture, Change Management, Business Process..., Strategic Planning, Strategy, SDLC, Business Analysis, Enterprise Software, Information Technology, Governance, Requirements Analysis, Management Consulting
Education
Drexel University - College of Business and Administration 1980 — 1985
BS Business Administration, Accounting
Widener University
MS, Taxation
Weston Solutions August 1988 - Present
Tait, Weller & Baker September 1985 - July 1988
Skills
Software Project..., PMP, IT Strategy, IT Management, Intranet Strategy, Business Intelligence, SharePoint, Requirements Gathering, Leadership, Business Process, CRM, Vendor Management, Enterprise Architecture, Change Management, Business Process..., Strategic Planning, Strategy, SDLC, Business Analysis, Enterprise Software, Information Technology, Governance, Requirements Analysis, Management Consulting
Education
Drexel University - College of Business and Administration 1980 — 1985
BS Business Administration, Accounting
Widener University
MS, Taxation
Curt Hartranft's Tait, Weller & Baker Experience December 2003 - December 2008
Job Audit Manager at BBD, LLP
Industry Accounting
Experience
BBD, LLP December 2008 - Present
Tait, Weller & Baker December 2003 - December 2008
Wachovia Bank, NA August 2002 - December 2003
Lincoln Investment Planning 1985 - 2002
Skills
Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, GAAP, Transfer Agency, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Auditing, US GAAP, Financial Statements, Hedge Funds, Financial Analysis, Internal Controls, Financial Services, Finance
Education
Temple University 1980 — 1984
BBA, Accounting
BBD, LLP December 2008 - Present
Tait, Weller & Baker December 2003 - December 2008
Wachovia Bank, NA August 2002 - December 2003
Lincoln Investment Planning 1985 - 2002
Skills
Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, GAAP, Transfer Agency, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Auditing, US GAAP, Financial Statements, Hedge Funds, Financial Analysis, Internal Controls, Financial Services, Finance
Education
Temple University 1980 — 1984
BBA, Accounting
Eric Stevenson, CPA Eric Stevenson, CPA's Tait, Weller & Baker Experience May 2012 - August 2012
Job Assistant Vice President / Audit Supervisor at TD Bank
Industry Accounting
Sabrina Hincapie Espinosa's Tait, Weller & Baker Experience June 2008 - Present
Job Auditor at Tait, Weller & Baker
Industry Accounting
Experience
Tait, Weller & Baker June 2008 - Present
Holman & Frenia., P.C May 2007 - June 2008
First Philadelphia Holding Company February 2002 - May 2007
Skills
Auditing, Financial Reporting, Mutual Funds, Account Reconciliation, Bilingual, Microsoft Office, CCH ProSystem fx, GAAP, SEC filings, Accounts Receivable, Accounts Payable, Single Audit, Nonprofits
Education
Rutgers, The State University of New Jersey-Camden 2005 — 2007
Bachelor of Science, Accounting
Camden County College 2001 — 2004
Associate's Degree, Business Administration
Universidad de La Salle 2000 — 2000
Tait, Weller & Baker June 2008 - Present
Holman & Frenia., P.C May 2007 - June 2008
First Philadelphia Holding Company February 2002 - May 2007
Skills
Auditing, Financial Reporting, Mutual Funds, Account Reconciliation, Bilingual, Microsoft Office, CCH ProSystem fx, GAAP, SEC filings, Accounts Receivable, Accounts Payable, Single Audit, Nonprofits
Education
Rutgers, The State University of New Jersey-Camden 2005 — 2007
Bachelor of Science, Accounting
Camden County College 2001 — 2004
Associate's Degree, Business Administration
Universidad de La Salle 2000 — 2000
Kevin Lee, CPA CIA's Tait, Weller & Baker Experience January 2000 - December 2002
Job Project Manager, Accell P.A.
Industry Accounting
Experience
Accell, P.A. December 2006 - Present
Quality Distribution July 2004 - December 2006
PricewaterhouseCoopers January 2003 - June 2004
Tait, Weller & Baker January 2000 - December 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Audits, Finance, Software Documentation, Management, Accounting, Auditing, Business Process..., Enterprise Risk..., Risk Management, Financial Reporting, Financial Accounting, IT Audit, Financial Analysis
Education
LaSalle University 1996 — 2000
Bachelor of Science, Accounting
Accell, P.A. December 2006 - Present
Quality Distribution July 2004 - December 2006
PricewaterhouseCoopers January 2003 - June 2004
Tait, Weller & Baker January 2000 - December 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Audits, Finance, Software Documentation, Management, Accounting, Auditing, Business Process..., Enterprise Risk..., Risk Management, Financial Reporting, Financial Accounting, IT Audit, Financial Analysis
Education
LaSalle University 1996 — 2000
Bachelor of Science, Accounting
Ann Marie Rafferty's Tait, Weller & Baker Experience July 1995 - June 1999
Job CFO at Franklin Square Capital Partners
Industry Accounting
Experience
Franklin Square Capital Partners July 2010 - Present
Capmark February 2008 - August 2010
Capmark Investments June 2005 - June 2007
Capmark Investments May 2004 - June 2005
ING May 2002 - May 2004
Ernst & Young June 1999 - May 2002
Tait, Weller & Baker July 1995 - June 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, GAAP, US GAAP, Asset Managment
Education
Drexel University 1990 — 1995
Bachelor's degree, Accounting
Franklin Square Capital Partners July 2010 - Present
Capmark February 2008 - August 2010
Capmark Investments June 2005 - June 2007
Capmark Investments May 2004 - June 2005
ING May 2002 - May 2004
Ernst & Young June 1999 - May 2002
Tait, Weller & Baker July 1995 - June 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, GAAP, US GAAP, Asset Managment
Education
Drexel University 1990 — 1995
Bachelor's degree, Accounting
Jeanine Friel's Tait, Weller & Baker Experience 1998 - 2000
Job Manager Corporate Accounting and Planning at ConvaTec
Industry Accounting
Experience
ConvaTec January 2009 - Present
Miller Brewing Co. December 2006 - December 2008
MillerCoors 2006 - 2008
ConvaTec 2005 - 2006
The Siegfried Group 2004 - 2005
Hunt Corporation 2000 - 2004
Tait, Weller & Baker 1998 - 2000
Education
Rider University 1993 — 1997
ConvaTec January 2009 - Present
Miller Brewing Co. December 2006 - December 2008
MillerCoors 2006 - 2008
ConvaTec 2005 - 2006
The Siegfried Group 2004 - 2005
Hunt Corporation 2000 - 2004
Tait, Weller & Baker 1998 - 2000
Education
Rider University 1993 — 1997
John Dyer, CPA's Tait, Weller & Baker Experience June 2011 - June 2013
Job Audit Manager at Tait Weller & Baker, LLP
Industry Accounting
Experience
Tait Weller June 2013 - Present
Tait, Weller & Baker June 2011 - June 2013
Tait, Weller & Baker June 2009 - June 2011
Tait, Weller & Baker June 2007 - June 2009
Education
Muhlenberg College 2003 — 2007
B.A., Economics, Accounting
Tait Weller June 2013 - Present
Tait, Weller & Baker June 2011 - June 2013
Tait, Weller & Baker June 2009 - June 2011
Tait, Weller & Baker June 2007 - June 2009
Education
Muhlenberg College 2003 — 2007
B.A., Economics, Accounting
Leonard J. DiPietro, CPA's Tait, Weller & Baker Experience July 2006 - Present
Job Tax Director at Tait, Weller & Baker
Industry Accounting
Experience
Tait, Weller & Baker July 2006 - Present
PFPC September 1995 - October 2005
Skills
Financial Accounting, Sarbanes-Oxley Act, CPA, SEC filings, Auditing, Internal Controls, Tax, Hedge Funds, Corporate Tax, Income Tax, Accounting, Tax Preparation, Tax Accounting, Financial Analysis, Account Reconciliation, Tax Returns, QuickBooks, General Ledger, Financial Reporting
Education
Rutgers University – Camden 1991 — 1995
Tait, Weller & Baker July 2006 - Present
PFPC September 1995 - October 2005
Skills
Financial Accounting, Sarbanes-Oxley Act, CPA, SEC filings, Auditing, Internal Controls, Tax, Hedge Funds, Corporate Tax, Income Tax, Accounting, Tax Preparation, Tax Accounting, Financial Analysis, Account Reconciliation, Tax Returns, QuickBooks, General Ledger, Financial Reporting
Education
Rutgers University – Camden 1991 — 1995
Scott M Carver, CPA, CFE's Tait, Weller & Baker Experience June 2004 - December 2008
Job Manager of Financial Planning & Analysis at Ascena Retail Group, Inc
Industry Retail
Experience
Ascena Retail Group, Inc. January 2012 - Present
Ascena Retail Group, Inc. July 2009 - January 2012
McGladrey & Pullen December 2008 - July 2009
Tait, Weller & Baker June 2004 - December 2008
CBIZ May 2003 - June 2004
Skills
CPA, Certified Fraud Examiner, Certified Information..., Certified in Financial..., Auditing, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Analysis, Financial Reporting, General Ledger, SEC filings, Accounting, Process Improvement, SAP BPC, Oracle Financial, Lawson General Ledger, Microstrategy, Excel, Retail, Microsoft Office, SOX, Hyperion Planning, Hyperion HFM, Financial Planning
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Ascena Retail Group, Inc. January 2012 - Present
Ascena Retail Group, Inc. July 2009 - January 2012
McGladrey & Pullen December 2008 - July 2009
Tait, Weller & Baker June 2004 - December 2008
CBIZ May 2003 - June 2004
Skills
CPA, Certified Fraud Examiner, Certified Information..., Certified in Financial..., Auditing, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Analysis, Financial Reporting, General Ledger, SEC filings, Accounting, Process Improvement, SAP BPC, Oracle Financial, Lawson General Ledger, Microstrategy, Excel, Retail, Microsoft Office, SOX, Hyperion Planning, Hyperion HFM, Financial Planning
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Frank Varanavage, CPA, CFE's Tait, Weller & Baker Experience June 2003 - December 2008
Job Manager, Investment Industry Group at Kreischer Miller Specializing in Audits, GIPS, and Operational Due Diligence
Industry Accounting
Experience
Kreischer Miller January 2009 - Present
Tait, Weller & Baker June 2003 - December 2008
Skills
Auditing, Investments, Tax, Internal Controls, GAAP, Financial Reporting, Accounting, SEC filings, CPA, Sarbanes-Oxley Act, Financial Accounting, Income Tax, Corporate Tax, General Ledger, Internal Audit, Tax Accounting, Financial Analysis, Tax Returns, QuickBooks, US GAAP, External Audit, Financial Statements
Education
La Salle University - School of Business Administration 2000 — 2003
Accounting
La Salle University 1999 — 2003
Bachelor of Science (BS), Accounting
Archbishop Ryan
Kreischer Miller January 2009 - Present
Tait, Weller & Baker June 2003 - December 2008
Skills
Auditing, Investments, Tax, Internal Controls, GAAP, Financial Reporting, Accounting, SEC filings, CPA, Sarbanes-Oxley Act, Financial Accounting, Income Tax, Corporate Tax, General Ledger, Internal Audit, Tax Accounting, Financial Analysis, Tax Returns, QuickBooks, US GAAP, External Audit, Financial Statements
Education
La Salle University - School of Business Administration 2000 — 2003
Accounting
La Salle University 1999 — 2003
Bachelor of Science (BS), Accounting
Archbishop Ryan
Brian Korbal's Tait, Weller & Baker Experience November 2004 - December 2008
Job Experienced Accounting Professional
Industry Accounting
Experience
BNY Mellon October 2012 - Present
Urdang Capital Management April 2010 - January 2012
Capmark December 2008 - April 2010
Tait, Weller & Baker November 2004 - December 2008
Tait, Weller & Baker November 2000 - November 2004
PFPC November 1998 - November 2000
Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, US GAAP, Financial Accounting, SEC Filings, Due Diligence
Education
Philadelphia University 1989 — 1993
Bachelors, Accounting
Philadelphia University
Bachelor of Science (B.S.), Accounting
BNY Mellon October 2012 - Present
Urdang Capital Management April 2010 - January 2012
Capmark December 2008 - April 2010
Tait, Weller & Baker November 2004 - December 2008
Tait, Weller & Baker November 2000 - November 2004
PFPC November 1998 - November 2000
Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, US GAAP, Financial Accounting, SEC Filings, Due Diligence
Education
Philadelphia University 1989 — 1993
Bachelors, Accounting
Philadelphia University
Bachelor of Science (B.S.), Accounting
Christopher Hahn's Tait, Weller & Baker Experience September 1989 - August 1991
Job Human Resources Executive
Industry Banking
Experience
J.P. Morgan September 2011 - Present
Barclays Capital July 2009 - September 2011
Bank of America/Merrill Lynch September 1991 - May 2009
Tait, Weller & Baker September 1989 - August 1991
Skills
401k, Executive Pay, Retirement, Employee Benefits, Succession Planning, Financial Services, Talent Management, PeopleSoft, Wealth Management, Deferred Compensation, Securities, Mergers, Talent Acquisition, Leadership Development, Investments, Pensions, Strategic Financial..., Employee Engagement, Change Management, Executive Management, Leadership
Education
Rutgers University-New Brunswick 2003 — 2003
MA, Human Resource Leadership
Rider University 1985 — 1989
BS, Accounting
J.P. Morgan September 2011 - Present
Barclays Capital July 2009 - September 2011
Bank of America/Merrill Lynch September 1991 - May 2009
Tait, Weller & Baker September 1989 - August 1991
Skills
401k, Executive Pay, Retirement, Employee Benefits, Succession Planning, Financial Services, Talent Management, PeopleSoft, Wealth Management, Deferred Compensation, Securities, Mergers, Talent Acquisition, Leadership Development, Investments, Pensions, Strategic Financial..., Employee Engagement, Change Management, Executive Management, Leadership
Education
Rutgers University-New Brunswick 2003 — 2003
MA, Human Resource Leadership
Rider University 1985 — 1989
BS, Accounting
Joseph McLaughlin's Tait, Weller & Baker Experience 2006 - 2011
Job Senior Tax Accountant
Industry Accounting
Experience
Abo and Company, LLC 2011 - Present
Tait, Weller & Baker 2006 - 2011
Garfield Park Academy 2005 - 2006
Simonson, Lipschutz & Fogel P.C. 2004 - 2005
Voynow, Bayard, & Company 1998 - 2004
Skills
Tax Accounting, Tax, Income Tax, Corporate Tax, Microsoft Excel, Tax Preparation, Tax Returns, Accounting, Financial Statements, Tax Research, Partnership Taxation, Tax Advisory, Microsoft Word, Account Reconciliation, Financial Reporting, Microsoft Office, Fixed Assets, Financial Accounting, FAS109, FIN 48, Consolidated Returns, GoSystems, CCH ProSystem fx, ProSystem fx Tax, Multi-state tax returns, Individual Returns, C-Corp, Tax Audit Representation, Tax Dispute Resolution, High Net Worth..., Payroll, Internal Audit
Education
University of Pittsburgh
BS, Business/Psychology Dual Major
Abo and Company, LLC 2011 - Present
Tait, Weller & Baker 2006 - 2011
Garfield Park Academy 2005 - 2006
Simonson, Lipschutz & Fogel P.C. 2004 - 2005
Voynow, Bayard, & Company 1998 - 2004
Skills
Tax Accounting, Tax, Income Tax, Corporate Tax, Microsoft Excel, Tax Preparation, Tax Returns, Accounting, Financial Statements, Tax Research, Partnership Taxation, Tax Advisory, Microsoft Word, Account Reconciliation, Financial Reporting, Microsoft Office, Fixed Assets, Financial Accounting, FAS109, FIN 48, Consolidated Returns, GoSystems, CCH ProSystem fx, ProSystem fx Tax, Multi-state tax returns, Individual Returns, C-Corp, Tax Audit Representation, Tax Dispute Resolution, High Net Worth..., Payroll, Internal Audit
Education
University of Pittsburgh
BS, Business/Psychology Dual Major
Stacy Cullen's Tait, Weller & Baker Experience August 2012 - Present
Job Director of Nonprofit Tax Services at Tait, Weller & Baker
Industry Accounting
Experience
Tait, Weller & Baker August 2012 - Present
Deloitte Tax LLP August 2002 - July 2012
Skills
Mergers, Corporate Tax, Tax, Mergers & Acquisitions, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 2001 — 2002
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD, Law
Michigan State University 1994 — 1998
BA, Environmental Policy and Political Science
Tait, Weller & Baker August 2012 - Present
Deloitte Tax LLP August 2002 - July 2012
Skills
Mergers, Corporate Tax, Tax, Mergers & Acquisitions, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 2001 — 2002
LLM, Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD, Law
Michigan State University 1994 — 1998
BA, Environmental Policy and Political Science
Peggy Prestipino's Tait, Weller & Baker Experience 1994 - 1996
Job Supervisor in Asset Management Services at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2010 - Present
The Vanguard Group February 2006 - May 2010
Rudolph, Palitz, LLP 1996 - 1998
Tait, Weller & Baker 1994 - 1996
Skills
Financial Analysis, Internal Controls
Education
Saint Joseph's University
B.S.
The Vanguard Group May 2010 - Present
The Vanguard Group February 2006 - May 2010
Rudolph, Palitz, LLP 1996 - 1998
Tait, Weller & Baker 1994 - 1996
Skills
Financial Analysis, Internal Controls
Education
Saint Joseph's University
B.S.
Gregory Coverdale, CPA's Tait, Weller & Baker Experience November 1992 - July 1995
Job Director, Internal Audit & Corporate Compliance at Gilbane Building Company
Industry Accounting
Experience
Gilbane Building Company March 2010 - Present
Tishman Speyer March 2008 - May 2009
Toll Brothers September 1998 - March 2008
KPMG Peat Marwick January 1998 - September 1998
Toll Brothers July 1995 - January 1998
Tait, Weller & Baker November 1992 - July 1995
Skills
Compliance, Internal Audit, Real Estate, Construction, Internal Controls, Sarbanes-Oxley, CPA, GAAP, Accounting, Auditing, General Ledger, JD Edwards, Financial Accounting, Corporate Governance, Risk Assessment, US GAAP, Cost Accounting, Sarbanes-Oxley Act, Finance, Financial Analysis, Budgets
Education
Bucknell University 1988 — 1992
Bachelor of Science in Business Administration, Accounting
Gilbane Building Company March 2010 - Present
Tishman Speyer March 2008 - May 2009
Toll Brothers September 1998 - March 2008
KPMG Peat Marwick January 1998 - September 1998
Toll Brothers July 1995 - January 1998
Tait, Weller & Baker November 1992 - July 1995
Skills
Compliance, Internal Audit, Real Estate, Construction, Internal Controls, Sarbanes-Oxley, CPA, GAAP, Accounting, Auditing, General Ledger, JD Edwards, Financial Accounting, Corporate Governance, Risk Assessment, US GAAP, Cost Accounting, Sarbanes-Oxley Act, Finance, Financial Analysis, Budgets
Education
Bucknell University 1988 — 1992
Bachelor of Science in Business Administration, Accounting
Jim Terlesky's Tait, Weller & Baker Experience 2006 - 2009
Job Accounting Professional
Industry Accounting
Experience
TJ Tax Service February 2010 - Present
Tait, Weller & Baker 2006 - 2009
Education
Rutgers University – Camden 2003 — 2005
TJ Tax Service February 2010 - Present
Tait, Weller & Baker 2006 - 2009
Education
Rutgers University – Camden 2003 — 2005
Jennifer C Metzger, EA's Tait, Weller & Baker Experience December 2002 - June 2003
Job Tax at JC MIC TAX Services, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2013 - December 2014
Orleans Homebuilders October 2011 - August 2012
H&R Block December 2008 - December 2011
H&R Block's RSM McGladrey November 2009 - March 2010
Ernst & Young, LLP July 2003 - November 2008
Tait, Weller & Baker December 2002 - June 2003
H&R Block December 2001 - April 2003
Express Employment Professionals January 2001 - April 2001
Skills
Tax, Team Building, Process Improvement, Tax Returns, Training, Payroll, Tax Research, Tax Accounting, Corporate Tax, Accounting, Tax Preparation, Marketing, Real Estate, Income Tax, Management
Education
Rider University 2000 — 2002
BS in Accounting, BS in Finance
New York University 1998 — 1999
CBIZ MHM, LLC February 2013 - December 2014
Orleans Homebuilders October 2011 - August 2012
H&R Block December 2008 - December 2011
H&R Block's RSM McGladrey November 2009 - March 2010
Ernst & Young, LLP July 2003 - November 2008
Tait, Weller & Baker December 2002 - June 2003
H&R Block December 2001 - April 2003
Express Employment Professionals January 2001 - April 2001
Skills
Tax, Team Building, Process Improvement, Tax Returns, Training, Payroll, Tax Research, Tax Accounting, Corporate Tax, Accounting, Tax Preparation, Marketing, Real Estate, Income Tax, Management
Education
Rider University 2000 — 2002
BS in Accounting, BS in Finance
New York University 1998 — 1999
Christele Lonji , CPA's Tait, Weller & Baker Experience June 2010 - December 2014
Job Senior Internal Auditor at NJ Department of Community Affairs
Industry Accounting
Experience
NJ Department of Community Affairs January 2015 - Present
Tait, Weller & Baker June 2010 - December 2014
Education
Rutgers University – Camden 2008 — 2010
Bachelor, Accounting
NJ Department of Community Affairs January 2015 - Present
Tait, Weller & Baker June 2010 - December 2014
Education
Rutgers University – Camden 2008 — 2010
Bachelor, Accounting
William Ray, CPA's Tait, Weller & Baker Experience January 2009 - September 2012
Job Audit Manager at Lopez, Teodosio & Larkin, LLC
Industry Accounting
Experience
Lopez, Teodosio & Larkin, LLC October 2012 - Present
Tait, Weller & Baker January 2009 - September 2012
Comcast May 2007 - January 2009
McGladrey & Pullen July 2005 - May 2007
Skills
SEC filings, Accounting, CPA, Auditing, GAAP, Internal Controls, Financial Reporting, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Corporate Tax, Tax, Financial Analysis
Education
Lycoming College 2000 — 2004
BA, Accounting (150 Hours)
Lopez, Teodosio & Larkin, LLC October 2012 - Present
Tait, Weller & Baker January 2009 - September 2012
Comcast May 2007 - January 2009
McGladrey & Pullen July 2005 - May 2007
Skills
SEC filings, Accounting, CPA, Auditing, GAAP, Internal Controls, Financial Reporting, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Corporate Tax, Tax, Financial Analysis
Education
Lycoming College 2000 — 2004
BA, Accounting (150 Hours)
Martin Mauch's Tait, Weller & Baker Experience January 2009 - Present
Job Tax Manager at Tait, Weller & Baker
Industry Accounting
Experience
Tait, Weller & Baker January 2009 - Present
Tait, Weller & Baker June 2007 - Present
Tait, Weller & Baker September 2004 - May 2007
Rimmer and Company December 2001 - September 2004
MacAlpine Carll & Company January 2000 - September 2001
PFPC August 1995 - January 2000
Skills
Accounting, Auditing, Financial Accounting, Microsoft Excel, Tax Returns, Tax Accounting, Not-for-profit, Not for Profit, Internal Controls, Sarbanes-Oxley Act, CPA, US GAAP, QuickBooks, General Ledger
Education
Drexel University - College of Business and Administration 1993 — 1995
Master of Business Administration (MBA), Accounting, 3.67
Arizona State University 1983 — 1990
Bachelor of Science (B.S.), Marketing, 3.14
Tait, Weller & Baker January 2009 - Present
Tait, Weller & Baker June 2007 - Present
Tait, Weller & Baker September 2004 - May 2007
Rimmer and Company December 2001 - September 2004
MacAlpine Carll & Company January 2000 - September 2001
PFPC August 1995 - January 2000
Skills
Accounting, Auditing, Financial Accounting, Microsoft Excel, Tax Returns, Tax Accounting, Not-for-profit, Not for Profit, Internal Controls, Sarbanes-Oxley Act, CPA, US GAAP, QuickBooks, General Ledger
Education
Drexel University - College of Business and Administration 1993 — 1995
Master of Business Administration (MBA), Accounting, 3.67
Arizona State University 1983 — 1990
Bachelor of Science (B.S.), Marketing, 3.14
David Colpe's Tait, Weller & Baker Experience September 1988 - January 1991
Job District Accountant at Southeast Delco School District
Industry Education Management
Experience
Ad Prima Charter School October 2012 - October 2013
SCHOOL DISTRICT OF SPRINGFIELD TWP December 2006 - January 2011
School District of Philadelphia April 1999 - December 2006
FRANKLIN INSTITUTE SCIENCE MUSEUM January 1997 - April 1999
School District of Philadelphia April 1994 - October 1996
Self-Employed January 1991 - April 1994
Tait, Weller & Baker September 1988 - January 1991
Skills
Passed Uniform CPA..., Auditing, Accounting, Payroll, Accounts Payable, Finance, Internal Controls, Financial Accounting, Analysis, Training, Budgets, Management, Internal Audit, Policy, Financial Statements, Tax, Cash Management, Bookkeeping, Tax Preparation, QuickBooks
Education
Strayer University 2012 — 2015
Master of Business Administration, Accounting, 3.92
Temple University 1984 — 1988
Bachelor of Business Administration, Accounting
Ad Prima Charter School October 2012 - October 2013
SCHOOL DISTRICT OF SPRINGFIELD TWP December 2006 - January 2011
School District of Philadelphia April 1999 - December 2006
FRANKLIN INSTITUTE SCIENCE MUSEUM January 1997 - April 1999
School District of Philadelphia April 1994 - October 1996
Self-Employed January 1991 - April 1994
Tait, Weller & Baker September 1988 - January 1991
Skills
Passed Uniform CPA..., Auditing, Accounting, Payroll, Accounts Payable, Finance, Internal Controls, Financial Accounting, Analysis, Training, Budgets, Management, Internal Audit, Policy, Financial Statements, Tax, Cash Management, Bookkeeping, Tax Preparation, QuickBooks
Education
Strayer University 2012 — 2015
Master of Business Administration, Accounting, 3.92
Temple University 1984 — 1988
Bachelor of Business Administration, Accounting
Bob Keever's Tait, Weller & Baker Experience June 2006 - September 2008
Job Assurance Manager at PwC
Industry Accounting
Fady Shoukry, CPA's Tait, Weller & Baker Experience February 2011 - Present
Job Audit Supervisor at Tait, Weller & Baker
Industry Accounting
Experience
Tait, Weller & Baker February 2011 - Present
Tait Weller August 2008 - January 2011
Tait Weller July 2006 - July 2008
Skills
CPA, External Audit, Nonprofits, Mutual Funds, US GAAP, Yellow Book, OMB Circular A-133, PCAOB standards, GASB, Member of AICPA, NJSCPA, Auditing, Accounting, Microsoft Excel, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Camden 2004 — 2006
Bachelor of Science (BS), Accounting
Burlington County College 2002 — 2004
Associate of Science (AS), Business Administration, Management and Operations
Tait, Weller & Baker February 2011 - Present
Tait Weller August 2008 - January 2011
Tait Weller July 2006 - July 2008
Skills
CPA, External Audit, Nonprofits, Mutual Funds, US GAAP, Yellow Book, OMB Circular A-133, PCAOB standards, GASB, Member of AICPA, NJSCPA, Auditing, Accounting, Microsoft Excel, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Camden 2004 — 2006
Bachelor of Science (BS), Accounting
Burlington County College 2002 — 2004
Associate of Science (AS), Business Administration, Management and Operations