Wolf & Company, P.C.
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Wolf & Company, P.C. Employees
Employee
Years
Job
Industry
Andrew Hoang Andrew Hoang's Wolf & Company, P.C. Experience June 2015 - August 2015
Job WolfPAC Risk Management Intern at Wolf & Company, P.C.
Industry Information Technology and Services
Experience
Consulting Services Desk January 2015 - Present
Wolf & Company, P.C. June 2015 - August 2015
Eastern Industrial Automation May 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Photoshop, Illustrator, Windows, Social Media, Organizational Skills, Teamwork, Data Analysis, Project Planning, HTML, Microsoft Office
Education
Bentley University 2013 — 2017
Bachelor of Science, Information Systems Audit and Control
Consulting Services Desk January 2015 - Present
Wolf & Company, P.C. June 2015 - August 2015
Eastern Industrial Automation May 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Photoshop, Illustrator, Windows, Social Media, Organizational Skills, Teamwork, Data Analysis, Project Planning, HTML, Microsoft Office
Education
Bentley University 2013 — 2017
Bachelor of Science, Information Systems Audit and Control
Diana Taxiera, CPA Diana Taxiera, CPA's Wolf & Company, P.C. Experience October 2012 - June 2014
Job Accounting Manager at Digital Federal Credit Union
Industry Accounting
Experience
Digital Federal Credit Union June 2014 - Present
Wolf & Company, P.C. October 2012 - June 2014
Wolf & Company, P.C. October 2009 - September 2012
Education
Bryant University 2009 — 2010
Master's degree, Accounting
Bryant University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Digital Federal Credit Union June 2014 - Present
Wolf & Company, P.C. October 2012 - June 2014
Wolf & Company, P.C. October 2009 - September 2012
Education
Bryant University 2009 — 2010
Master's degree, Accounting
Bryant University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Bridie Concannon Bridie Concannon's Wolf & Company, P.C. Experience 1994 - 1996
Job Human Resources Business Partner at State Street Corporation
Industry Financial Services
Experience
State Street Corporation June 2010 - Present
Caritas Christi Health Care November 2005 - June 2010
Invoke Solutions 2003 - 2005
State Street 2001 - 2003
Burst Media 1999 - 2001
Wolf & Company, P.C. 1994 - 1996
Skills
Talent Acquisition
Education
Westfield State University 1989 — 1993
BA, Political Science
Boston University
Paralegal Studies
State Street Corporation June 2010 - Present
Caritas Christi Health Care November 2005 - June 2010
Invoke Solutions 2003 - 2005
State Street 2001 - 2003
Burst Media 1999 - 2001
Wolf & Company, P.C. 1994 - 1996
Skills
Talent Acquisition
Education
Westfield State University 1989 — 1993
BA, Political Science
Boston University
Paralegal Studies
Brian Irvine's Wolf & Company, P.C. Experience July 2014 - Present
Job Internal Audit Associate at Wolf & Company, P.C.
Industry Computer Software
Experience
Wolf & Company, P.C. July 2014 - Present
The MathWorks January 2013 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Financial Analysis, Access, Microsoft Word, Outlook, Internal Controls, Data Analysis
Education
Bentley University 2012 — 2013
Master of Science (MS), Accounting
Bentley University 2008 — 2012
Bachelor of Science (BS), Information Systems Audit and Control
Wolf & Company, P.C. July 2014 - Present
The MathWorks January 2013 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Financial Analysis, Access, Microsoft Word, Outlook, Internal Controls, Data Analysis
Education
Bentley University 2012 — 2013
Master of Science (MS), Accounting
Bentley University 2008 — 2012
Bachelor of Science (BS), Information Systems Audit and Control
Isabel Quintero's Wolf & Company, P.C. Experience June 2014 - August 2014
Job Information Technology Consultant Intern at Protiviti
Industry Information Technology and Services
Experience
Bentley University January 2014 - Present
Protiviti June 2015 - August 2015
Deloitte January 2015 - May 2015
Wolf & Company, P.C. June 2014 - August 2014
Bentley University February 2013 - December 2013
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science Degree, Computer and Information Systems Security/Information Assurance
Colegio Jefferson 2008 — 2012
Yale University 2010 — 2011
Public Speaking and Debate of World Affairs
Bentley University January 2014 - Present
Protiviti June 2015 - August 2015
Deloitte January 2015 - May 2015
Wolf & Company, P.C. June 2014 - August 2014
Bentley University February 2013 - December 2013
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science Degree, Computer and Information Systems Security/Information Assurance
Colegio Jefferson 2008 — 2012
Yale University 2010 — 2011
Public Speaking and Debate of World Affairs
Julia Keohan, CPA, MBA's Wolf & Company, P.C. Experience July 2006 - February 2011
Job Team Leader at Bain & Company
Industry Management Consulting
Experience
Bain & Company October 2014 - Present
Bain & Company March 2011 - Present
Wolf & Company, P.C. July 2006 - February 2011
Skills
CPA, Internal Controls, Sarbanes-Oxley Act, GAAP, US GAAP, SEC filings, Revenue Recognition, Corporate Tax, General Ledger, Accounting, Internal Audit, Financial Analysis, Financial Reporting, Auditing
Education
Assumption College 2006 — 2008
Master of Business Administration (MBA), Accounting Concentration
Assumption College 2002 — 2006
Accounting
Bain & Company October 2014 - Present
Bain & Company March 2011 - Present
Wolf & Company, P.C. July 2006 - February 2011
Skills
CPA, Internal Controls, Sarbanes-Oxley Act, GAAP, US GAAP, SEC filings, Revenue Recognition, Corporate Tax, General Ledger, Accounting, Internal Audit, Financial Analysis, Financial Reporting, Auditing
Education
Assumption College 2006 — 2008
Master of Business Administration (MBA), Accounting Concentration
Assumption College 2002 — 2006
Accounting
Brian Gendron Brian Gendron's Wolf & Company, P.C. Experience September 2012 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2012 - Present
Wolf & Company, P.C. September 2008 - August 2012
Pignatare & Sagan LLC September 2007 - July 2008
Menzel and Associates, P.C. December 2006 - May 2007
Skills
Financial Reporting, Individual Pension Plans, Financial Statements, Sarbanes-Oxley Act, FDICIA, Form 5500, 10K, 10Q, External Audit, Tax Returns
Education
American International College 2009 — 2011
Master of Science (M.S.), Accounting and Taxation
Western New England College 2004 — 2008
Bachelor of Science in Business Administration, Accounting
Wolf & Company, P.C. September 2012 - Present
Wolf & Company, P.C. September 2008 - August 2012
Pignatare & Sagan LLC September 2007 - July 2008
Menzel and Associates, P.C. December 2006 - May 2007
Skills
Financial Reporting, Individual Pension Plans, Financial Statements, Sarbanes-Oxley Act, FDICIA, Form 5500, 10K, 10Q, External Audit, Tax Returns
Education
American International College 2009 — 2011
Master of Science (M.S.), Accounting and Taxation
Western New England College 2004 — 2008
Bachelor of Science in Business Administration, Accounting
Matt Pinkham's Wolf & Company, P.C. Experience September 2008 - November 2009
Job Financial Planning & Analysis
Industry Oil & Energy
Experience
Global Partners LP November 2013 - Present
Global Partners LP August 2011 - November 2013
Global Partners LP January 2010 - July 2011
Wolf & Company, P.C. September 2008 - November 2009
Wolf & Company, P.C. July 2007 - September 2007
SBLI USA June 2006 - August 2006
Skills
SOX, Risk Management, Process Improvement, Microsoft Office, Public Reporting, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Finance, Auditing, Financial Modeling, Internal Controls, Forecasting, Analysis, Budgets, Microsoft Excel, Mergers, General Ledger, Corporate Finance, Accounts Payable, SEC filings, PowerPoint, Microsoft Word, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Bentley University 2004 — 2008
B.S., Corporate Finance and Accounting
Copenhagen Business School 2006 — 2007
Managment
Simsbury High School 2000 — 2004
GED w/ Acctg Focus
Global Partners LP November 2013 - Present
Global Partners LP August 2011 - November 2013
Global Partners LP January 2010 - July 2011
Wolf & Company, P.C. September 2008 - November 2009
Wolf & Company, P.C. July 2007 - September 2007
SBLI USA June 2006 - August 2006
Skills
SOX, Risk Management, Process Improvement, Microsoft Office, Public Reporting, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Finance, Auditing, Financial Modeling, Internal Controls, Forecasting, Analysis, Budgets, Microsoft Excel, Mergers, General Ledger, Corporate Finance, Accounts Payable, SEC filings, PowerPoint, Microsoft Word, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Bentley University 2004 — 2008
B.S., Corporate Finance and Accounting
Copenhagen Business School 2006 — 2007
Managment
Simsbury High School 2000 — 2004
GED w/ Acctg Focus
Jason B. Hebert, CPA, CGMA Jason B. Hebert, CPA, CGMA's Wolf & Company, P.C. Experience September 2006 - September 2007
Job Chief Financial Officer
Industry Financial Services
Experience
Terra Cura, Inc. December 2014 - Present
JBH, Ventures January 2013 - Present
Southern New Hampshire University January 2015 - Present
Bridgewater State University September 2011 - Present
Batchelor, Frechette, McCrory, Michael, and Co September 2008 - September 2011
Needel, Welch & Stone, P.C. September 2007 - September 2008
Wolf & Company, P.C. September 2006 - September 2007
Bristol County Savings Bank May 2004 - September 2006
Skills
Accounting, Financial Accounting, Internal Controls, Auditing, General Ledger, Account Reconciliation, Financial Analysis, Financial Statements, Accounts Payable, QuickBooks, Accounts Receivable, Financial Reporting, Budgets, GAAP, Tax
Education
Northeastern University 2013 — 2017
Doctor of Education, Organizational Leadership
Bridgewater State University 2011 — 2013
Master of Education (M.Ed.), Educational Leadership and Administration
Bridgewater State College 2004 — 2007
Master's degree, Management/Accounting
Providence College 2000 — 2004
Bachelor of Arts (B.A.), History and Economics
Terra Cura, Inc. December 2014 - Present
JBH, Ventures January 2013 - Present
Southern New Hampshire University January 2015 - Present
Bridgewater State University September 2011 - Present
Batchelor, Frechette, McCrory, Michael, and Co September 2008 - September 2011
Needel, Welch & Stone, P.C. September 2007 - September 2008
Wolf & Company, P.C. September 2006 - September 2007
Bristol County Savings Bank May 2004 - September 2006
Skills
Accounting, Financial Accounting, Internal Controls, Auditing, General Ledger, Account Reconciliation, Financial Analysis, Financial Statements, Accounts Payable, QuickBooks, Accounts Receivable, Financial Reporting, Budgets, GAAP, Tax
Education
Northeastern University 2013 — 2017
Doctor of Education, Organizational Leadership
Bridgewater State University 2011 — 2013
Master of Education (M.Ed.), Educational Leadership and Administration
Bridgewater State College 2004 — 2007
Master's degree, Management/Accounting
Providence College 2000 — 2004
Bachelor of Arts (B.A.), History and Economics
Christyna Draicchio, CISA's Wolf & Company, P.C. Experience July 2012 - August 2014
Job Senior Advisory Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte August 2015 - Present
Deloitte August 2014 - July 2015
Wolf & Company, P.C. July 2012 - August 2014
S&P Consultants June 2007 - May 2012
Skills
Information Security, Risk Assessment, IT Audit, Consulting, Network Security, Vulnerability Assessment, Application Security, NIST 800-53, GLBA, IT General Controls, SOC Testing, Social Engineering, FFIEC, Active Directory, Collaborative Problem..., ERP Software, Unix, COBIT, Web Design
Education
Bentley University 2008 — 2012
BS, Information Systems Audit & Control, Computer Information Systems (Minor)
Deloitte August 2015 - Present
Deloitte August 2014 - July 2015
Wolf & Company, P.C. July 2012 - August 2014
S&P Consultants June 2007 - May 2012
Skills
Information Security, Risk Assessment, IT Audit, Consulting, Network Security, Vulnerability Assessment, Application Security, NIST 800-53, GLBA, IT General Controls, SOC Testing, Social Engineering, FFIEC, Active Directory, Collaborative Problem..., ERP Software, Unix, COBIT, Web Design
Education
Bentley University 2008 — 2012
BS, Information Systems Audit & Control, Computer Information Systems (Minor)
Abigail Mathews Abigail Mathews's Wolf & Company, P.C. Experience June 2012 - August 2012
Job Audit Senior Assistant at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche LLP September 2014 - Present
Deloitte & Touche January 2014 - February 2014
Deloitte & Touche June 2013 - August 2013
Bentley University January 2011 - May 2013
Samet & Company February 2013 - April 2013
Wolf & Company, P.C. June 2012 - August 2012
Skills
Analysis, Auditing, Accounts Payable, Internal Controls, Management, Accounts Receivable, Internal Audit, Accounting, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Accounting
Bentley University 2009 — 2012
BS, Corporate Finance and Accounting
Royal Holloway, University of London 2011 — 2011
Study Abroad
Deloitte & Touche LLP September 2014 - Present
Deloitte & Touche January 2014 - February 2014
Deloitte & Touche June 2013 - August 2013
Bentley University January 2011 - May 2013
Samet & Company February 2013 - April 2013
Wolf & Company, P.C. June 2012 - August 2012
Skills
Analysis, Auditing, Accounts Payable, Internal Controls, Management, Accounts Receivable, Internal Audit, Accounting, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Accounting
Bentley University 2009 — 2012
BS, Corporate Finance and Accounting
Royal Holloway, University of London 2011 — 2011
Study Abroad
Chris Barlow Chris Barlow's Wolf & Company, P.C. Experience 2002 - 2003
Job
Industry Information Technology and Services
Experience
Revenue Solutions, Inc. December 2003 - Present
Wolf & Company, P.C. 2002 - 2003
KPMG 1996 - 2002
PricewaterhouseCoopers 1994 - 1996
United States Marine Corps 1988 - 1992
Skills
Financial Reporting, Financial Analysis, Auditing, Human Resources, Mergers and Acquisitions, Finance, Project Management, Banking, Banking Relationships, Investment Banking, Compensation Strategies, Business Strategy, Internal Controls, Tax, Recruiting, Performance Management, Financial Accounting, GAAP, Process Improvement, Accounting, Mergers
Education
University of Massachusetts Boston 1997 — 2003
MBA, Business
Boston University Questrom School of Business 1992 — 1994
BSBA, Accounting
Revenue Solutions, Inc. December 2003 - Present
Wolf & Company, P.C. 2002 - 2003
KPMG 1996 - 2002
PricewaterhouseCoopers 1994 - 1996
United States Marine Corps 1988 - 1992
Skills
Financial Reporting, Financial Analysis, Auditing, Human Resources, Mergers and Acquisitions, Finance, Project Management, Banking, Banking Relationships, Investment Banking, Compensation Strategies, Business Strategy, Internal Controls, Tax, Recruiting, Performance Management, Financial Accounting, GAAP, Process Improvement, Accounting, Mergers
Education
University of Massachusetts Boston 1997 — 2003
MBA, Business
Boston University Questrom School of Business 1992 — 1994
BSBA, Accounting
James B. Burokas, CPA's Wolf & Company, P.C. Experience June 1975 - July 1979
Job CFO M&M Transport Services, Inc.
Industry Transportation/Trucking/Railroad
Experience
M & M Transport Services, Inc. January 2014 - Present
Hyannis Marina Inc. May 2013 - December 2013
George H. Dean Co. October 1999 - April 2013
Shaughnessy Crane Service, Inc. January 1988 - September 1999
Spaulding Company March 1984 - December 1987
Louis M. Gerson Company August 1979 - February 1984
Wolf & Company, P.C. June 1975 - July 1979
Skills
Internal Controls, Financial Reporting, Strategic Planning, SEC filings, Accounting, Auditing, Forecasting, Budgets
Education
Boston University - School of Management 1971 — 1975
Bachelor of Science, Accounting
M & M Transport Services, Inc. January 2014 - Present
Hyannis Marina Inc. May 2013 - December 2013
George H. Dean Co. October 1999 - April 2013
Shaughnessy Crane Service, Inc. January 1988 - September 1999
Spaulding Company March 1984 - December 1987
Louis M. Gerson Company August 1979 - February 1984
Wolf & Company, P.C. June 1975 - July 1979
Skills
Internal Controls, Financial Reporting, Strategic Planning, SEC filings, Accounting, Auditing, Forecasting, Budgets
Education
Boston University - School of Management 1971 — 1975
Bachelor of Science, Accounting
Richard LaCross, CPA/PFS, CFP®, MST's Wolf & Company, P.C. Experience September 1994 - December 1996
Job Director at KLR
Industry Financial Services
Experience
KLR Wealth Management, LLC February 2011 - Present
McGladrey July 2010 - February 2011
Caturano and Company 2005 - 2011
Caturano Wealth Management November 1997 - July 2010
Wolf & Company, P.C. September 1994 - December 1996
Skills
Strategic Financial..., Financial Planners
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MST, Taxation
Western New England College 1987 — 1991
BSBA, Accounting
KLR Wealth Management, LLC February 2011 - Present
McGladrey July 2010 - February 2011
Caturano and Company 2005 - 2011
Caturano Wealth Management November 1997 - July 2010
Wolf & Company, P.C. September 1994 - December 1996
Skills
Strategic Financial..., Financial Planners
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MST, Taxation
Western New England College 1987 — 1991
BSBA, Accounting
Angela Cerrone's Wolf & Company, P.C. Experience October 2012 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2012 - Present
Wolf & Company, P.C. September 2008 - September 2012
Skills
GAAP, Accounting, Auditing, Financial Analysis, CPA, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Mutual Funds, Financial Institutions, Internal Audit
Education
Endicott College 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management, Summa Cum Laude
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Accounting
Wolf & Company, P.C. October 2012 - Present
Wolf & Company, P.C. September 2008 - September 2012
Skills
GAAP, Accounting, Auditing, Financial Analysis, CPA, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Mutual Funds, Financial Institutions, Internal Audit
Education
Endicott College 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management, Summa Cum Laude
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Accounting
Bryan Fuller's Wolf & Company, P.C. Experience August 2015 - Present
Job Internal Audit Supervisor at Wolf & Company, P.C.
Industry Financial Services
Experience
Wolf & Company, P.C. August 2015 - Present
State Street September 2013 - November 2014
State Street September 2013 - November 2014
NICHQ October 2012 - July 2013
Sun Life Financial December 2010 - October 2012
Bain Capital December 2007 - August 2010
Deloitte & Touche December 2004 - December 2007
US Army 1994 - 1999
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Modeling, Due Diligence, Finance, Internal Audit, Corporate Finance, Process Improvement, Risk Management, Investments, Mergers & Acquisitions, ADP Payroll, Great Plains Software, Employee Benefits
Education
Boston University - School of Management 2003 — 2004
MBA, Finance
Wolf & Company, P.C. August 2015 - Present
State Street September 2013 - November 2014
State Street September 2013 - November 2014
NICHQ October 2012 - July 2013
Sun Life Financial December 2010 - October 2012
Bain Capital December 2007 - August 2010
Deloitte & Touche December 2004 - December 2007
US Army 1994 - 1999
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Modeling, Due Diligence, Finance, Internal Audit, Corporate Finance, Process Improvement, Risk Management, Investments, Mergers & Acquisitions, ADP Payroll, Great Plains Software, Employee Benefits
Education
Boston University - School of Management 2003 — 2004
MBA, Finance
Gary Emond Gary Emond's Wolf & Company, P.C. Experience October 2008 - Present
Job Senior Tax Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2008 - Present
Skills
High Net Worth..., Small Business and...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
Masters, Taxation
University of Vermont 1997 — 2000
Business, Accounting
Wolf & Company, P.C. October 2008 - Present
Skills
High Net Worth..., Small Business and...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
Masters, Taxation
University of Vermont 1997 — 2000
Business, Accounting
Kristen DeCorpo, CPA's Wolf & Company, P.C. Experience October 2010 - July 2013
Job VP/Director of Accounting at The Cape Cod Five Cent Savings Bank
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank April 2015 - Present
Randolph Savings Bank August 2013 - March 2015
Wolf & Company, P.C. October 2010 - July 2013
Wolf & Company, P.C. September 2008 - October 2010
Skills
Internal Controls, GAAP, Sarbanes-Oxley Act, SEC filings, Auditing, US GAAP, General Ledger, CPA, Financial Reporting, Tax Research, Revenue Recognition, Financial Accounting, Income Tax
Education
Suffolk University - Sawyer Business School 2009 — 2011
MBA, Accounting
Assumption College 2004 — 2008
Bachelor, Accounting
The Cape Cod Five Cents Savings Bank April 2015 - Present
Randolph Savings Bank August 2013 - March 2015
Wolf & Company, P.C. October 2010 - July 2013
Wolf & Company, P.C. September 2008 - October 2010
Skills
Internal Controls, GAAP, Sarbanes-Oxley Act, SEC filings, Auditing, US GAAP, General Ledger, CPA, Financial Reporting, Tax Research, Revenue Recognition, Financial Accounting, Income Tax
Education
Suffolk University - Sawyer Business School 2009 — 2011
MBA, Accounting
Assumption College 2004 — 2008
Bachelor, Accounting
Linda Brodigan, CPA's Wolf & Company, P.C. Experience December 1999 - January 2003
Job Clinical Analytics Director at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital December 2014 - Present
Children's Hospital Boston November 2007 - December 2014
Boston Children's Hospital November 2004 - October 2007
Boston Children's Hospital March 2003 - October 2004
Wolf & Company, P.C. December 1999 - January 2003
Walter & Shuffain, P.C. September 1996 - December 1999
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, GAAP, SEC filings, Auditing, Accounting, Budgets, General Ledger, Financial Accounting, Financial Modeling, CPA, Managerial Finance, Process Improvement, Banking, QuickBooks, Internal Audit, Due Diligence, Risk Management, HIPAA, Risk Assessment, Strategic Planning, Monthly Close Process, Audit Management, Six Sigma
Education
Bentley University 1992 — 1996
Accounting
Boston Children's Hospital December 2014 - Present
Children's Hospital Boston November 2007 - December 2014
Boston Children's Hospital November 2004 - October 2007
Boston Children's Hospital March 2003 - October 2004
Wolf & Company, P.C. December 1999 - January 2003
Walter & Shuffain, P.C. September 1996 - December 1999
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, GAAP, SEC filings, Auditing, Accounting, Budgets, General Ledger, Financial Accounting, Financial Modeling, CPA, Managerial Finance, Process Improvement, Banking, QuickBooks, Internal Audit, Due Diligence, Risk Management, HIPAA, Risk Assessment, Strategic Planning, Monthly Close Process, Audit Management, Six Sigma
Education
Bentley University 1992 — 1996
Accounting
Sean Mitchell, CPA Sean Mitchell, CPA's Wolf & Company, P.C. Experience October 2012 - June 2014
Job Senior at Deloitte & Touche, LLP
Industry Accounting
Experience
Deloitte & Touche, LLP August 2015 - Present
Mitchell Construction Group, Inc. June 2014 - August 2015
Wolf & Company, P.C. October 2012 - June 2014
Wolf and Company, P.C. October 2010 - September 2012
Education
Babson College 2010 — 2011
MSA, Accounting
Stonehill College 2006 — 2010
BA, Accounting
University College Dublin 2008 — 2008
BA, Business
Deloitte & Touche, LLP August 2015 - Present
Mitchell Construction Group, Inc. June 2014 - August 2015
Wolf & Company, P.C. October 2012 - June 2014
Wolf and Company, P.C. October 2010 - September 2012
Education
Babson College 2010 — 2011
MSA, Accounting
Stonehill College 2006 — 2010
BA, Accounting
University College Dublin 2008 — 2008
BA, Business
Danielle Redelmeier's Wolf & Company, P.C. Experience May 2008 - March 2009
Job Groups Marketing Manager at EF Education First
Industry Internet
Experience
EF Education First July 2015 - Present
Google June 2014 - August 2014
Google January 2012 - August 2013
Google August 2011 - December 2011
Teach For America / Victory Collegiate High School September 2010 - July 2011
Teach For America / Victory Collegiate High School September 2009 - August 2010
Wolf & Company, P.C. May 2008 - March 2009
McGraw-Hill Higher Education 2008 - 2009
Iron Mountain 2007 - 2008
Skills
PowerPoint, Organizational..., Photoshop, Microsoft Excel, Microsoft Office, Marketing, SPSS, Public Speaking, Social Networking, Social Media, Facebook, Blogging, Social Media Marketing, Spanish, Event Planning, Nonprofits, Data Analysis, Fundraising, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University 2005 — 2009
Bachelor of Science, Business Administration (Marketing & Business Law)
City University of New York-Hunter College 2009 — 2011
Master of Education, Special Education
Havergal College 2003 — 2005
High School
EF Education First July 2015 - Present
Google June 2014 - August 2014
Google January 2012 - August 2013
Google August 2011 - December 2011
Teach For America / Victory Collegiate High School September 2010 - July 2011
Teach For America / Victory Collegiate High School September 2009 - August 2010
Wolf & Company, P.C. May 2008 - March 2009
McGraw-Hill Higher Education 2008 - 2009
Iron Mountain 2007 - 2008
Skills
PowerPoint, Organizational..., Photoshop, Microsoft Excel, Microsoft Office, Marketing, SPSS, Public Speaking, Social Networking, Social Media, Facebook, Blogging, Social Media Marketing, Spanish, Event Planning, Nonprofits, Data Analysis, Fundraising, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston University 2005 — 2009
Bachelor of Science, Business Administration (Marketing & Business Law)
City University of New York-Hunter College 2009 — 2011
Master of Education, Special Education
Havergal College 2003 — 2005
High School
Michael Kamens, JD, CISM, CRISC Michael Kamens, JD, CISM, CRISC's Wolf & Company, P.C. Experience January 2008 - September 2008
Job
Industry Information Technology and Services
Experience
MIKA Associates June 2008 - Present
Best Doctors May 2011 - February 2014
WGBH April 2009 - May 2011
Wolf & Company, P.C. January 2008 - September 2008
Accume Partners July 2006 - December 2007
Geac, Inc May 2005 - June 2006
Thermo Electron Corporation September 2000 - February 2005
A.T. Cross Pen July 1998 - May 2000
Amkey 1978 - 1979
Skills
IT Audit, PCI DSS, Business Continuity, Social Engineering, Banking, Security, HIPAA, Risk Assessment, Disaster Recovery, Information Security, Information Security..., CISSP, Sarbanes-Oxley Act, CISA, ISO 27001, Firewalls, Governance, Data Security, Privacy Law, Data Privacy, Vulnerability Management, Network Security, Security Awareness, Penetration Testing, Vulnerability Assessment, Risk Management, Internal Audit, Management, Security Audits, Computer Security, IT Service Management, Information Technology, SDLC
Education
New England Law Boston 1970 — 1973
JD, Law
Bentley University 1967 — 1970
BS, Accounting
MIKA Associates June 2008 - Present
Best Doctors May 2011 - February 2014
WGBH April 2009 - May 2011
Wolf & Company, P.C. January 2008 - September 2008
Accume Partners July 2006 - December 2007
Geac, Inc May 2005 - June 2006
Thermo Electron Corporation September 2000 - February 2005
A.T. Cross Pen July 1998 - May 2000
Amkey 1978 - 1979
Skills
IT Audit, PCI DSS, Business Continuity, Social Engineering, Banking, Security, HIPAA, Risk Assessment, Disaster Recovery, Information Security, Information Security..., CISSP, Sarbanes-Oxley Act, CISA, ISO 27001, Firewalls, Governance, Data Security, Privacy Law, Data Privacy, Vulnerability Management, Network Security, Security Awareness, Penetration Testing, Vulnerability Assessment, Risk Management, Internal Audit, Management, Security Audits, Computer Security, IT Service Management, Information Technology, SDLC
Education
New England Law Boston 1970 — 1973
JD, Law
Bentley University 1967 — 1970
BS, Accounting
Danie Saint Cyr, CPA MST Danie Saint Cyr, CPA MST's Wolf & Company, P.C. Experience March 2012 - March 2014
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US April 2014 - Present
Wolf & Company, P.C. March 2012 - March 2014
Deloitte 2006 - 2008
PwC June 2003 - September 2005
Skills
Tax Research, Corporate Tax, Tax, SEC filings, Partnership Taxation, Tax Accounting, Tax Advisory, CPA, US Tax, Tax Returns, Tax Preparation, US GAAP, International Tax, FIN 48, Income Tax, FAS109
Education
American University 2007 — 2009
Master of Science (MS), Taxation
Bentley University
Bachelor of Science (BS), Accounting
Nouveau College Bird
KPMG US April 2014 - Present
Wolf & Company, P.C. March 2012 - March 2014
Deloitte 2006 - 2008
PwC June 2003 - September 2005
Skills
Tax Research, Corporate Tax, Tax, SEC filings, Partnership Taxation, Tax Accounting, Tax Advisory, CPA, US Tax, Tax Returns, Tax Preparation, US GAAP, International Tax, FIN 48, Income Tax, FAS109
Education
American University 2007 — 2009
Master of Science (MS), Taxation
Bentley University
Bachelor of Science (BS), Accounting
Nouveau College Bird
Stephanie Hue's Wolf & Company, P.C. Experience May 2010 - February 2011
Job Account Manager at Fitzgerald+CO
Industry Marketing and Advertising
Experience
Fitzgerald+CO January 2014 - Present
Bloomingdale's October 2012 - September 2013
Communispace October 2011 - September 2012
Wolf & Company, P.C. May 2010 - February 2011
Skills
Marketing Research, Social Media, Social Networking, Marketing Communications, Community Management, Social Media Marketing, Market Research, Facebook, Marketing, Customer Insight, Training, Management, Customer Service
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Marketing
Fitzgerald+CO January 2014 - Present
Bloomingdale's October 2012 - September 2013
Communispace October 2011 - September 2012
Wolf & Company, P.C. May 2010 - February 2011
Skills
Marketing Research, Social Media, Social Networking, Marketing Communications, Community Management, Social Media Marketing, Market Research, Facebook, Marketing, Customer Insight, Training, Management, Customer Service
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Marketing
Jessica Pulido Jessica Pulido's Wolf & Company, P.C. Experience September 2011 - June 2012
Job Graduate student Secondary Mathematics Education
Industry Primary/Secondary Education
Experience
Belmont Public Schools August 2015 - Present
Newton North High School November 2014 - March 2015
Portland Lobster Company June 2007 - August 2014
Shawsheen Valley Technical HS February 2014 - May 2014
Children's Organization of Southeast Asia May 2013 - December 2013
Shawsheen Valley Technical HS April 2013 - May 2013
Children's Organization of Southeast Asia January 2013 - March 2013
Wolf & Company, P.C. September 2011 - June 2012
University of Massachusetts Amherst January 2011 - April 2011
Wolf & Company, P.C. January 2010 - August 2010
Skills
Tax Preparation, Volunteer Management, Volunteer Training, Food Service, Bartending, Volunteer Recruiting, Academic Tutoring, Teaching, Lesson Planning, Mathematics Education
Education
Lesley University 2014 — 2015
Master of Education (M.Ed.), Mathematics, Grade 8-12
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
BBA, Accounting
Assumption College 2007 — 2009
Accounting
Belmont Public Schools August 2015 - Present
Newton North High School November 2014 - March 2015
Portland Lobster Company June 2007 - August 2014
Shawsheen Valley Technical HS February 2014 - May 2014
Children's Organization of Southeast Asia May 2013 - December 2013
Shawsheen Valley Technical HS April 2013 - May 2013
Children's Organization of Southeast Asia January 2013 - March 2013
Wolf & Company, P.C. September 2011 - June 2012
University of Massachusetts Amherst January 2011 - April 2011
Wolf & Company, P.C. January 2010 - August 2010
Skills
Tax Preparation, Volunteer Management, Volunteer Training, Food Service, Bartending, Volunteer Recruiting, Academic Tutoring, Teaching, Lesson Planning, Mathematics Education
Education
Lesley University 2014 — 2015
Master of Education (M.Ed.), Mathematics, Grade 8-12
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
BBA, Accounting
Assumption College 2007 — 2009
Accounting
Carla Maurer's Wolf & Company, P.C. Experience 2005 - 2007
Job Financial and Administrative Director
Industry Hospital & Health Care
Experience
Pioneer Continuing Care Providers, PC November 2014 - Present
Hampden County Physicians November 2012 - Present
Hybris Health Services 2010 - November 2012
LENOX 2007 - 2009
Wolf & Company, P.C. 2005 - 2007
Skills
Financial Reporting, Tax, Accounting, Income Tax, Internal Controls, GAAP, General Ledger, Sarbanes-Oxley Act, Tax Research, Tax Returns, Sarbanes-Oxley, Financial Analysis, Financial Accounting, Payroll
Education
American International College 2003 — 2004
Masters, Accounting and Taxation
American International College 1999 — 2003
BS, Accounting
ELHS
Pioneer Continuing Care Providers, PC November 2014 - Present
Hampden County Physicians November 2012 - Present
Hybris Health Services 2010 - November 2012
LENOX 2007 - 2009
Wolf & Company, P.C. 2005 - 2007
Skills
Financial Reporting, Tax, Accounting, Income Tax, Internal Controls, GAAP, General Ledger, Sarbanes-Oxley Act, Tax Research, Tax Returns, Sarbanes-Oxley, Financial Analysis, Financial Accounting, Payroll
Education
American International College 2003 — 2004
Masters, Accounting and Taxation
American International College 1999 — 2003
BS, Accounting
ELHS
Justin Theriault, CISA's Wolf & Company, P.C. Experience October 2013 - May 2014
Job Senior IT Auditor at Liberty Mutual
Industry Information Technology and Services
Experience
Liberty Mutual Insurance May 2014 - Present
Wolf & Company, P.C. October 2013 - May 2014
ISACA New England Chapter June 2013 - May 2014
Wolf & Company, P.C. October 2011 - September 2013
Wolf & Company, P.C. March 2010 - October 2011
Picis August 2002 - February 2010
Skills
IT Audit, Internal Controls, Risk Assessment, Excel, Accounting, Risk Management, Word, Banking, Information Security..., SAS70, Network Security, Information Assurance, Business Continuity, CISA, Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Information Security
Education
Bentley University 1997 — 2009
B.S., Accounting Information Systems
Salem High School 1993 — 1997
Liberty Mutual Insurance May 2014 - Present
Wolf & Company, P.C. October 2013 - May 2014
ISACA New England Chapter June 2013 - May 2014
Wolf & Company, P.C. October 2011 - September 2013
Wolf & Company, P.C. March 2010 - October 2011
Picis August 2002 - February 2010
Skills
IT Audit, Internal Controls, Risk Assessment, Excel, Accounting, Risk Management, Word, Banking, Information Security..., SAS70, Network Security, Information Assurance, Business Continuity, CISA, Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Information Security
Education
Bentley University 1997 — 2009
B.S., Accounting Information Systems
Salem High School 1993 — 1997
Marisa N. Renaud, CPA Marisa N. Renaud, CPA's Wolf & Company, P.C. Experience October 2010 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2010 - Present
Skills
GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, US GAAP, General Ledger, CPA, Financial Accounting, External Audit
Education
Bryant University 2010 — 2010
Master of Professional Accountancy, magna cum laude
Assumption College 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance, summa cum laude
Wolf & Company, P.C. October 2010 - Present
Skills
GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, US GAAP, General Ledger, CPA, Financial Accounting, External Audit
Education
Bryant University 2010 — 2010
Master of Professional Accountancy, magna cum laude
Assumption College 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance, summa cum laude
Nick Andriolo's Wolf & Company, P.C. Experience June 2015 - August 2015
Job IT Assurance Intern at Wolf & Company, P.C.
Industry Information Technology and Services
Experience
Roma Tile Co, Inc. July 2012 - Present
Bentley University January 2015 - Present
Bentley University September 2013 - September 2015
Wolf & Company, P.C. June 2015 - August 2015
Roma Tile Co, Inc. June 2009 - February 2012
Skills
Microsoft Office, IT Risk Management, Microsoft Access, Public Speaking, Ceramic Tile, Interpersonal Skill, Invoicing, Small Business, Construction, Inventory Management, Bookkeeping
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, ISAC- Information System Audit and Control
Lexington High School 2008 — 2012
Roma Tile Co, Inc. July 2012 - Present
Bentley University January 2015 - Present
Bentley University September 2013 - September 2015
Wolf & Company, P.C. June 2015 - August 2015
Roma Tile Co, Inc. June 2009 - February 2012
Skills
Microsoft Office, IT Risk Management, Microsoft Access, Public Speaking, Ceramic Tile, Interpersonal Skill, Invoicing, Small Business, Construction, Inventory Management, Bookkeeping
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, ISAC- Information System Audit and Control
Lexington High School 2008 — 2012
Loree Dubois Loree Dubois's Wolf & Company, P.C. Experience 1992 - 1995
Job Shareholder at KLR
Industry Accounting
Experience
KLR January 2015 - Present
KLR January 2011 - Present
Center for Women & Enterprise January 2009 - Present
KLR 2003 - Present
Ernst & Young 2000 - 2004
Tyco International 1995 - 2000
Wolf & Company, P.C. 1992 - 1995
Skills
Income Tax, Partnership Taxation, International Tax, Corporate Tax, Tax, Auditing, Fixed Assets, LLC, CPA, SEC filings, Tax Advisory, Internal Controls, Tax Accounting, Tax Research, Tax Preparation, Bookkeeping, US GAAP, GAAP, Small Business, Trusts, High Net Worth..., Estate Planning, Tax Returns, General Ledger, Financial Reporting, Accounting, S Corporations, Forensic Accounting, Business Valuation, Preparation, Financial Accounting, IRS, QuickBooks
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA, Taxation
University of Massachusetts Dartmouth 1989 — 1992
BA, Accounting
KLR January 2015 - Present
KLR January 2011 - Present
Center for Women & Enterprise January 2009 - Present
KLR 2003 - Present
Ernst & Young 2000 - 2004
Tyco International 1995 - 2000
Wolf & Company, P.C. 1992 - 1995
Skills
Income Tax, Partnership Taxation, International Tax, Corporate Tax, Tax, Auditing, Fixed Assets, LLC, CPA, SEC filings, Tax Advisory, Internal Controls, Tax Accounting, Tax Research, Tax Preparation, Bookkeeping, US GAAP, GAAP, Small Business, Trusts, High Net Worth..., Estate Planning, Tax Returns, General Ledger, Financial Reporting, Accounting, S Corporations, Forensic Accounting, Business Valuation, Preparation, Financial Accounting, IRS, QuickBooks
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA, Taxation
University of Massachusetts Dartmouth 1989 — 1992
BA, Accounting
Todd Burns, CISA's Wolf & Company, P.C. Experience July 2009 - December 2012
Job Risk Assurance Manager PwC
Industry Accounting
Experience
PwC December 2012 - Present
Wolf & Company, P.C. July 2009 - December 2012
Wolf & Company, P.C. October 2008 - May 2009
Bentley College Client Services November 2006 - May 2009
C. Lewis and Company June 2008 - August 2008
Shoff Darby Companies June 2008 - July 2008
C. Lewis and Company May 2007 - August 2007
Skills
Vulnerability Assessment, SAS70/SSAE16, Security, Auditing, Network Security, Disaster Recovery, Information Technology, Incident Response, SSAE16, Internal Controls, SSAE 16, Business Continuity..., Security Awareness
Education
Bentley University 2005 — 2009
B.S., Information Systems Audit and Control
PwC December 2012 - Present
Wolf & Company, P.C. July 2009 - December 2012
Wolf & Company, P.C. October 2008 - May 2009
Bentley College Client Services November 2006 - May 2009
C. Lewis and Company June 2008 - August 2008
Shoff Darby Companies June 2008 - July 2008
C. Lewis and Company May 2007 - August 2007
Skills
Vulnerability Assessment, SAS70/SSAE16, Security, Auditing, Network Security, Disaster Recovery, Information Technology, Incident Response, SSAE16, Internal Controls, SSAE 16, Business Continuity..., Security Awareness
Education
Bentley University 2005 — 2009
B.S., Information Systems Audit and Control
Stephen Hearn Stephen Hearn's Wolf & Company, P.C. Experience October 2010 - October 2014
Job Assurance Senior at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Wolf & Company, P.C. October 2010 - October 2014
United States Postal Service May 2007 - August 2007
Skills
Microsoft Office, Accounting, Auditing, Internal Controls, GAAP, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Peachtree, Financial Analysis, Financial Statements, SEC filings, US GAAP
Education
Southern New Hampshire University 2010 — 2012
MSA, Accounting
Bentley University 2006 — 2010
BS, Accounting
Winnacunnet High School 2002 — 2006
McGladrey October 2014 - Present
Wolf & Company, P.C. October 2010 - October 2014
United States Postal Service May 2007 - August 2007
Skills
Microsoft Office, Accounting, Auditing, Internal Controls, GAAP, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Peachtree, Financial Analysis, Financial Statements, SEC filings, US GAAP
Education
Southern New Hampshire University 2010 — 2012
MSA, Accounting
Bentley University 2006 — 2010
BS, Accounting
Winnacunnet High School 2002 — 2006
Andy Grzebieniowski, CPA Andy Grzebieniowski, CPA's Wolf & Company, P.C. Experience August 2004 - April 2007
Job Controller at inviCRO, LLC
Industry Biotechnology
Experience
inviCRO, LLC March 2015 - Present
Bullhorn September 2014 - March 2015
ISO Claims Partners (formerly Crowe Paradis) April 2010 - August 2014
ISO Claims Partners (formerly Crowe Paradis) March 2008 - April 2010
EnerNOC April 2007 - March 2008
Wolf & Company, P.C. August 2004 - April 2007
Saslow Lufkin & Buggy June 2003 - July 2004
Education
Suffolk University - Sawyer Business School
MBA
Bryant University
BS, Accounting
inviCRO, LLC March 2015 - Present
Bullhorn September 2014 - March 2015
ISO Claims Partners (formerly Crowe Paradis) April 2010 - August 2014
ISO Claims Partners (formerly Crowe Paradis) March 2008 - April 2010
EnerNOC April 2007 - March 2008
Wolf & Company, P.C. August 2004 - April 2007
Saslow Lufkin & Buggy June 2003 - July 2004
Education
Suffolk University - Sawyer Business School
MBA
Bryant University
BS, Accounting
Kara Courtney, CPA, MSA's Wolf & Company, P.C. Experience November 2010 - December 2012
Job Supervising Accountant at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance November 2012 - February 2015
Wolf & Company, P.C. November 2010 - December 2012
RSM McGladrey September 2005 - June 2010
McGladrey & Pullen 2005 - June 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MSA, Accounting
Babson College 2001 — 2005
BS, Accounting
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance November 2012 - February 2015
Wolf & Company, P.C. November 2010 - December 2012
RSM McGladrey September 2005 - June 2010
McGladrey & Pullen 2005 - June 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MSA, Accounting
Babson College 2001 — 2005
BS, Accounting
Sam Shoushtarian, Sam Shoushtarian,'s Wolf & Company, P.C. Experience January 1999 - July 2000
Job President, Sam Shoushtarian Inc. Certified Public Accountant
Industry Accounting
Experience
Sam Shoushtarian Inc. November 2005 - Present
McGladrey & Pullen 2003 - 2005
The Bollard Group 2000 - January 2003
WOLF & COMPANY, P.C. January 1999 - July 2000
Goldstein & Muccip PC 1996 - 1999
Skills
Dentists, Architects, Small Business, Financial Planners, Tax Returns, High Net Worth..., Tax, Accounting, Financial Reporting, Income Tax, Strategic Financial..., Financial Analysis, Real Estate, QuickBooks
Education
Bentley University 1995 — 1998
Master of Science in Taxation
University of Massachusetts Boston 1989 — 1994
Bachelor of Science, Accounting
Sam Shoushtarian Inc. November 2005 - Present
McGladrey & Pullen 2003 - 2005
The Bollard Group 2000 - January 2003
WOLF & COMPANY, P.C. January 1999 - July 2000
Goldstein & Muccip PC 1996 - 1999
Skills
Dentists, Architects, Small Business, Financial Planners, Tax Returns, High Net Worth..., Tax, Accounting, Financial Reporting, Income Tax, Strategic Financial..., Financial Analysis, Real Estate, QuickBooks
Education
Bentley University 1995 — 1998
Master of Science in Taxation
University of Massachusetts Boston 1989 — 1994
Bachelor of Science, Accounting
Brian H. Levesque, CISA, CISSP, CRISC's Wolf & Company, P.C. Experience May 2004 - December 2005
Job Senior Manager Information Security GRC at EMC
Industry Information Technology and Services
Experience
EMC May 2015 - Present
EMC May 2013 - May 2015
RBS Citizens October 2011 - May 2013
State Street Corporation March 2008 - October 2011
Deloitte & Touche December 2005 - March 2008
Wolf & Company, P.C. May 2004 - December 2005
MEDITECH July 2001 - May 2004
Skills
IT Audit, Information Security, Risk Management, Internal Audit, Enterprise Risk..., Security, CISA, Auditing, Information Technology, CISSP, IT Risk Management, CRISC, Risk Assessment, ITIL v3 Foundations..., Information Security..., Sarbanes-Oxley Act, SDLC, Governance, Financial Risk, Operational Risk..., Internal Controls, Business Continuity, SAS70, Management Consulting, Cloud Computing, IT Service Management, COBIT, Penetration Testing, Vulnerability Assessment, Business Continuity..., Security Awareness, ITIL, ISO27001
Education
Bryant University 1997 — 2001
Bachelor of Science in Business Administration, cum laude, Computer Information Systems
Smithfield High School 1993 — 1997
Smithfield, RI
EMC May 2015 - Present
EMC May 2013 - May 2015
RBS Citizens October 2011 - May 2013
State Street Corporation March 2008 - October 2011
Deloitte & Touche December 2005 - March 2008
Wolf & Company, P.C. May 2004 - December 2005
MEDITECH July 2001 - May 2004
Skills
IT Audit, Information Security, Risk Management, Internal Audit, Enterprise Risk..., Security, CISA, Auditing, Information Technology, CISSP, IT Risk Management, CRISC, Risk Assessment, ITIL v3 Foundations..., Information Security..., Sarbanes-Oxley Act, SDLC, Governance, Financial Risk, Operational Risk..., Internal Controls, Business Continuity, SAS70, Management Consulting, Cloud Computing, IT Service Management, COBIT, Penetration Testing, Vulnerability Assessment, Business Continuity..., Security Awareness, ITIL, ISO27001
Education
Bryant University 1997 — 2001
Bachelor of Science in Business Administration, cum laude, Computer Information Systems
Smithfield High School 1993 — 1997
Smithfield, RI
Francesca DeCaro's Wolf & Company, P.C. Experience September 2015 - Present
Job Staff Accountant at Wolf & Company
Industry Accounting
Experience
Wolf & Company, P.C. September 2015 - Present
Northwestern Mutual August 2014 - January 2015
Skills
Microsoft Excel, iWork, SAP, ServSafe, ServSafe Alcohol..., Public Speaking
Education
Western New England University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Springfield Technical Community College 2012 — 2013
3.7
Boston University 2011 — 2011
Cathedral High School 2007 — 2011
Wolf & Company, P.C. September 2015 - Present
Northwestern Mutual August 2014 - January 2015
Skills
Microsoft Excel, iWork, SAP, ServSafe, ServSafe Alcohol..., Public Speaking
Education
Western New England University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Springfield Technical Community College 2012 — 2013
3.7
Boston University 2011 — 2011
Cathedral High School 2007 — 2011
Ben Gutwetter's Wolf & Company, P.C. Experience June 2015 - Present
Job Audit Intern at Wolf & Company, P.C.
Industry Higher Education
Experience
Wolf & Company, P.C. June 2015 - Present
Bentley University September 2011 - May 2015
Interleukin Genetics February 2015 - March 2015
URJ Eisner Camp June 2014 - August 2014
Levine Caufield Martin Goldberg PC January 2014 - April 2014
URJ Eisner Camp June 2010 - August 2013
Education
Bentley University 2011 — 2015
Bachelor's degree, Accounting
Glen Rock High School 2007 — 2011
High School Diploma
Wolf & Company, P.C. June 2015 - Present
Bentley University September 2011 - May 2015
Interleukin Genetics February 2015 - March 2015
URJ Eisner Camp June 2014 - August 2014
Levine Caufield Martin Goldberg PC January 2014 - April 2014
URJ Eisner Camp June 2010 - August 2013
Education
Bentley University 2011 — 2015
Bachelor's degree, Accounting
Glen Rock High School 2007 — 2011
High School Diploma
Rita Lucivero, CISA's Wolf & Company, P.C. Experience July 2011 - Present
Job IT Assurance Senior Consultant at Wolf and Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. July 2011 - Present
Wolf & Company, P.C. June 2010 - August 2010
Skills
Auditing, IT Audit, Security, Information Technology, Risk Management, Information Security, GLBA, Internal Controls, Disaster Recovery, Business Continuity, Microsoft Office, Monarch Pro, SOX 404, FDICIA, Data Analysis, BSA System Validation, Model Validation, Data Validation, Sarbanes-Oxley Act, CISA
Education
Bentley University 2007 — 2011
Bachelor of Science, Information Systems and Audit Control
Wolf & Company, P.C. July 2011 - Present
Wolf & Company, P.C. June 2010 - August 2010
Skills
Auditing, IT Audit, Security, Information Technology, Risk Management, Information Security, GLBA, Internal Controls, Disaster Recovery, Business Continuity, Microsoft Office, Monarch Pro, SOX 404, FDICIA, Data Analysis, BSA System Validation, Model Validation, Data Validation, Sarbanes-Oxley Act, CISA
Education
Bentley University 2007 — 2011
Bachelor of Science, Information Systems and Audit Control
Jennifer Scionti Jennifer Scionti's Wolf & Company, P.C. Experience October 2013 - October 2014
Job Staff Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Army National Guard May 2013 - Present
Wolf & Company, P.C. October 2013 - October 2014
Bay Path College August 2011 - May 2013
Baci Grill June 2010 - January 2012
Bay Path College August 2011 - December 2011
Bay Path College August 2010 - May 2011
Bay Path College January 2011 - April 2011
Bay Path College August 2009 - May 2010
Skills
PowerPoint, Word, Public Speaking, Microsoft Word, Leadership, Time Management, Accounting, Teamwork, Microsoft Excel, Recruiting, Microsoft Office, Research, Training, Social Networking
Education
Southern New Hampshire University 2014 — 2015
MS Forensic Accounting, Accounting
Bay Path College 2009 — 2013
B.S., Legal Studies and Accounting
Army National Guard May 2013 - Present
Wolf & Company, P.C. October 2013 - October 2014
Bay Path College August 2011 - May 2013
Baci Grill June 2010 - January 2012
Bay Path College August 2011 - December 2011
Bay Path College August 2010 - May 2011
Bay Path College January 2011 - April 2011
Bay Path College August 2009 - May 2010
Skills
PowerPoint, Word, Public Speaking, Microsoft Word, Leadership, Time Management, Accounting, Teamwork, Microsoft Excel, Recruiting, Microsoft Office, Research, Training, Social Networking
Education
Southern New Hampshire University 2014 — 2015
MS Forensic Accounting, Accounting
Bay Path College 2009 — 2013
B.S., Legal Studies and Accounting
Steven LeBlanc, CPA, MST's Wolf & Company, P.C. Experience May 2004 - July 2007
Job Tax Manager at NxStage Medical
Industry Accounting
Experience
NxStage Medical, Inc. October 2012 - Present
Vistaprint August 2010 - October 2012
Cabot Corporation July 2007 - August 2010
Wolf & Company, P.C. May 2004 - July 2007
PwC July 2002 - April 2004
Education
Suffolk University - Sawyer Business School 2008 — 2010
MST, Taxation
Boston College 1998 — 2002
BS, Accounting
Danvers High
NxStage Medical, Inc. October 2012 - Present
Vistaprint August 2010 - October 2012
Cabot Corporation July 2007 - August 2010
Wolf & Company, P.C. May 2004 - July 2007
PwC July 2002 - April 2004
Education
Suffolk University - Sawyer Business School 2008 — 2010
MST, Taxation
Boston College 1998 — 2002
BS, Accounting
Danvers High
Michaela Bellefeuille, CPA's Wolf & Company, P.C. Experience October 2014 - Present
Job Audit Supervisor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. August 2011 - September 2014
Grant Thornton October 2008 - August 2011
Grant Thornton June 2007 - August 2007
Skills
CPA, Sarbanes-Oxley Act, Auditing, Accounting, Financial Accounting, Review of SEC filings, Analysis of application..., Review and evaluation..., Preparation of GAAP..., GAAP, US GAAP, Internal Controls, Financial Reporting, Financial Statements, Financial Audits, SEC Filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
MS, Accounting
Bentley University 2004 — 2008
BS, Corporate Finance and Accounting
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. August 2011 - September 2014
Grant Thornton October 2008 - August 2011
Grant Thornton June 2007 - August 2007
Skills
CPA, Sarbanes-Oxley Act, Auditing, Accounting, Financial Accounting, Review of SEC filings, Analysis of application..., Review and evaluation..., Preparation of GAAP..., GAAP, US GAAP, Internal Controls, Financial Reporting, Financial Statements, Financial Audits, SEC Filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
MS, Accounting
Bentley University 2004 — 2008
BS, Corporate Finance and Accounting
Matthew Menard, CPA's Wolf & Company, P.C. Experience October 2014 - Present
Job Audit Senior at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2011 - September 2014
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Access, Microsoft Excel, GAAP, Outlook, Financial Accounting, Financial Analysis, General Ledger, SEC filings, US GAAP
Education
Bryant University 2011 — 2012
Master's in Public Accountancy, Accounting
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2011 - September 2014
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Access, Microsoft Excel, GAAP, Outlook, Financial Accounting, Financial Analysis, General Ledger, SEC filings, US GAAP
Education
Bryant University 2011 — 2012
Master's in Public Accountancy, Accounting
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Brian M. Peters, CISA Brian M. Peters, CISA's Wolf & Company, P.C. Experience July 2011 - March 2015
Job Senior IS Auditor at Harvard Pilgrim Health Care
Industry Computer & Network Security
Experience
Harvard Pilgrim Health Care March 2015 - Present
Wolf & Company, P.C. July 2011 - March 2015
Hasbro March 2011 - May 2011
Thompson Public Schools September 2010 - May 2011
Skills
IT Audit, Information Security, Information Technology, Risk Management, Information Security..., Leadership, GLBA, Application Security, Vulnerability Assessment, Social Engineering, ITGC, Business Continuity..., HIPAA, Cyber-security, SSAE 16, Data Privacy, SDLC, Visual Basic, Mobile Security, Oracle SQL, Disaster Recovery
Education
Bryant University 2007 — 2011
BS, Computer Information Systems
Harvard Pilgrim Health Care March 2015 - Present
Wolf & Company, P.C. July 2011 - March 2015
Hasbro March 2011 - May 2011
Thompson Public Schools September 2010 - May 2011
Skills
IT Audit, Information Security, Information Technology, Risk Management, Information Security..., Leadership, GLBA, Application Security, Vulnerability Assessment, Social Engineering, ITGC, Business Continuity..., HIPAA, Cyber-security, SSAE 16, Data Privacy, SDLC, Visual Basic, Mobile Security, Oracle SQL, Disaster Recovery
Education
Bryant University 2007 — 2011
BS, Computer Information Systems
Meredith Hart's Wolf & Company, P.C. Experience October 2012 - March 2014
Job Consultant at NetSuite
Industry Accounting
Experience
NetSuite March 2014 - Present
Wolf & Company, P.C. October 2012 - March 2014
Wolf & Company, P.C. October 2009 - October 2012
Wolf & Company, P.C. June 2008 - August 2008
Skills
Internal Controls, Sarbanes-Oxley Act, SEC filings, Internal Audit, GAAP, US GAAP, Auditing, Financial Reporting, IT Audit
Education
Bentley University 2005 — 2009
Bachelor of Science, Accounting
NetSuite March 2014 - Present
Wolf & Company, P.C. October 2012 - March 2014
Wolf & Company, P.C. October 2009 - October 2012
Wolf & Company, P.C. June 2008 - August 2008
Skills
Internal Controls, Sarbanes-Oxley Act, SEC filings, Internal Audit, GAAP, US GAAP, Auditing, Financial Reporting, IT Audit
Education
Bentley University 2005 — 2009
Bachelor of Science, Accounting
Brian Canina Brian Canina's Wolf & Company, P.C. Experience 1999 - 2009
Job First Vice President Controller, PeoplesBank
Industry Banking
Experience
PeoplesBank October 2009 - Present
Wolf & Company, P.C. 1999 - 2009
Education
Bryant University 1995 — 1999
Business, Accounting and CIS
PeoplesBank October 2009 - Present
Wolf & Company, P.C. 1999 - 2009
Education
Bryant University 1995 — 1999
Business, Accounting and CIS
Lawrence Zorio III, CISM, CISSP, CISA Lawrence Zorio III, CISM, CISSP, CISA's Wolf & Company, P.C. Experience July 2007 - October 2010
Job Global IS Security Compliance & Threat Manager at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific September 2014 - Present
Boston Scientific October 2012 - September 2014
Hallmark Health System, Inc. October 2010 - October 2012
Wolf & Company, P.C. July 2007 - October 2010
Siemens ITS December 2004 - August 2007
MEDITECH June 2004 - December 2004
Putnam Investments November 2001 - June 2004
New England Patriots March 1996 - June 2003
Skills
Information Security, Disaster Recovery, Security, HIPAA, Penetration Testing, IT Audit, Vulnerability Management, Risk Management, Risk Assessment, Vendor Management, Business Continuity, Application Security, Information Security..., PCI DSS, Business Continuity..., Information Security..., SAS70, Governance, Network Security, CISSP, CISA, Social Engineering, Vulnerability Assessment, Mobile Security, Enterprise Risk..., Privacy Law, HITRUST, Computer Security, CISM, Policy & Procedure..., Compliance, Risk Mitigation, Physical Security, Logical Security, Risk Analysis, Vulnerability Scanning, Meaningfull Use, ARRA, NIST, ISO, GLBA, SOX Compliancy, PCI Standards, Budget Process, Audit Management, Mergers & Acquisitions, Threat Management, Forensic Analysis, Malware Analysis, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
M.S., Innovation
Babson College - Franklin W. Olin Graduate School of Business
Healthcare Strategy
University of Massachusetts Dartmouth 1999 — 2003
Bachelors of Science, Business Information Systems
Foxborough High School 1994 — 1999
Boston Scientific September 2014 - Present
Boston Scientific October 2012 - September 2014
Hallmark Health System, Inc. October 2010 - October 2012
Wolf & Company, P.C. July 2007 - October 2010
Siemens ITS December 2004 - August 2007
MEDITECH June 2004 - December 2004
Putnam Investments November 2001 - June 2004
New England Patriots March 1996 - June 2003
Skills
Information Security, Disaster Recovery, Security, HIPAA, Penetration Testing, IT Audit, Vulnerability Management, Risk Management, Risk Assessment, Vendor Management, Business Continuity, Application Security, Information Security..., PCI DSS, Business Continuity..., Information Security..., SAS70, Governance, Network Security, CISSP, CISA, Social Engineering, Vulnerability Assessment, Mobile Security, Enterprise Risk..., Privacy Law, HITRUST, Computer Security, CISM, Policy & Procedure..., Compliance, Risk Mitigation, Physical Security, Logical Security, Risk Analysis, Vulnerability Scanning, Meaningfull Use, ARRA, NIST, ISO, GLBA, SOX Compliancy, PCI Standards, Budget Process, Audit Management, Mergers & Acquisitions, Threat Management, Forensic Analysis, Malware Analysis, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
M.S., Innovation
Babson College - Franklin W. Olin Graduate School of Business
Healthcare Strategy
University of Massachusetts Dartmouth 1999 — 2003
Bachelors of Science, Business Information Systems
Foxborough High School 1994 — 1999
Jeffrey McDonald, MST's Wolf & Company, P.C. Experience October 2012 - October 2013
Job Tax Manager at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC November 2013 - June 2015
Wolf & Company, P.C. October 2012 - October 2013
Wolf & Company, P.C. October 2010 - October 2012
Wolf & Company, P.C. June 2008 - October 2010
James O'Malley, CPA June 2007 - September 2007
Skills
Tax Returns, Tax, Income Tax, Accounting, Financial Reporting, Corporate Tax, GAAP, S Corporations, GoSystems, Tax Research, ProSystem fx Tax, Fixed Assets, C-Corp, Financial Analysis, QuickBooks, Tax Preparation, Tax Accounting, Partnership Taxation, General Ledger, US Tax, Consolidated Returns, Individual Returns, Bookkeeping, FAS109, FIN 48, Profx, Preparation, State Tax, High Net Worth..., Multi-state tax returns, Journal Entries, CCH ProSystem fx, Pass-through Entities, Corporate Tax Planning, CCH Research, Partnership Tax Returns, IRS, Personal Tax Planning, Personal Income Tax..., 1120S
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master of Science (MS), Taxation
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
PwC July 2015 - Present
PwC November 2013 - June 2015
Wolf & Company, P.C. October 2012 - October 2013
Wolf & Company, P.C. October 2010 - October 2012
Wolf & Company, P.C. June 2008 - October 2010
James O'Malley, CPA June 2007 - September 2007
Skills
Tax Returns, Tax, Income Tax, Accounting, Financial Reporting, Corporate Tax, GAAP, S Corporations, GoSystems, Tax Research, ProSystem fx Tax, Fixed Assets, C-Corp, Financial Analysis, QuickBooks, Tax Preparation, Tax Accounting, Partnership Taxation, General Ledger, US Tax, Consolidated Returns, Individual Returns, Bookkeeping, FAS109, FIN 48, Profx, Preparation, State Tax, High Net Worth..., Multi-state tax returns, Journal Entries, CCH ProSystem fx, Pass-through Entities, Corporate Tax Planning, CCH Research, Partnership Tax Returns, IRS, Personal Tax Planning, Personal Income Tax..., 1120S
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master of Science (MS), Taxation
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Jonalyn Sullivan Jonalyn Sullivan's Wolf & Company, P.C. Experience 1991 - 1993
Job CPA, Accounting, Tax, Business Advisor at Sullivan and Gannon, LLC
Industry Accounting
Experience
Sullivan and Gannon, LLC September 2007 - Present
Parent, McLaughlin & Nangle, CPAs July 2004 - December 2006
Leverone & Associates January 2000 - July 2004
Moody, Famiglietti & Andronico, LLP 1993 - 1996
Wolf & Company, P.C. 1991 - 1993
Skills
Tax, Tax Preparation, Auditing, Accounting, Partnership Taxation, Corporate Tax, S Corporations, Tax Returns, CPA, Xero Certified, Financial Reporting, Income Tax, Financial Accounting, IRS, Business Tax Planning, Personal Tax Planning, Compilation, Accountants, GAAP, Small Business, QuickBooks, General Ledger, Bookkeeping, Review, Non-profits, Audit, LLC, US Tax, Tax Compliance, Individual Taxation, High Net Worth..., Client Services, Dental, Dentistry, Oil&Gas, Cloud Computing, Business Advisory, Business Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1999
MS
University of Massachusetts at Lowell 1987 — 1991
BS
Sullivan and Gannon, LLC September 2007 - Present
Parent, McLaughlin & Nangle, CPAs July 2004 - December 2006
Leverone & Associates January 2000 - July 2004
Moody, Famiglietti & Andronico, LLP 1993 - 1996
Wolf & Company, P.C. 1991 - 1993
Skills
Tax, Tax Preparation, Auditing, Accounting, Partnership Taxation, Corporate Tax, S Corporations, Tax Returns, CPA, Xero Certified, Financial Reporting, Income Tax, Financial Accounting, IRS, Business Tax Planning, Personal Tax Planning, Compilation, Accountants, GAAP, Small Business, QuickBooks, General Ledger, Bookkeeping, Review, Non-profits, Audit, LLC, US Tax, Tax Compliance, Individual Taxation, High Net Worth..., Client Services, Dental, Dentistry, Oil&Gas, Cloud Computing, Business Advisory, Business Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1999
MS
University of Massachusetts at Lowell 1987 — 1991
BS
Pamela George's Wolf & Company, P.C. Experience May 2012 - April 2013
Job Project Manager
Industry Telecommunications
Experience
Ingenico Mobile Solutions April 2013 - Present
Wolf & Company, P.C. May 2012 - April 2013
Fidelity Investments June 2005 - May 2012
Education
Eastern Nazarene College
Bachelor of Arts (B.A.), Business/Corporate Communications
Bridgewater State University
Ingenico Mobile Solutions April 2013 - Present
Wolf & Company, P.C. May 2012 - April 2013
Fidelity Investments June 2005 - May 2012
Education
Eastern Nazarene College
Bachelor of Arts (B.A.), Business/Corporate Communications
Bridgewater State University
Michael Medeiros, CPA, MPAc's Wolf & Company, P.C. Experience September 2007 - October 2013
Job Audit Manager at KLR
Industry Accounting
Experience
KLR October 2013 - Present
Wolf & Company, P.C. September 2007 - October 2013
Skills
Auditing, GAAP, Internal Controls, SEC filings, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Financial Analysis, QuickBooks, US GAAP, Accounts Payable, Assurance, Sarbanes-Oxley, CPA, Fun, Soccer
Education
Bryant University 2008 — 2009
Masters in Professional Accountancy
Boston College 2003 — 2007
Bachelors of Science in Management, Accounting, Finance
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Study Abroad
KLR October 2013 - Present
Wolf & Company, P.C. September 2007 - October 2013
Skills
Auditing, GAAP, Internal Controls, SEC filings, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Financial Analysis, QuickBooks, US GAAP, Accounts Payable, Assurance, Sarbanes-Oxley, CPA, Fun, Soccer
Education
Bryant University 2008 — 2009
Masters in Professional Accountancy
Boston College 2003 — 2007
Bachelors of Science in Management, Accounting, Finance
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Study Abroad
Peter Nero Peter Nero's Wolf & Company, P.C. Experience June 2012 - May 2013
Job Test Analyst at General Motors
Industry Information Technology and Services
Experience
General Motors September 2013 - Present
Wolf & Company, P.C. June 2012 - May 2013
Evive Health May 2011 - August 2011
Skills
Functional Testing, Microsoft Office, Microsoft Excel, Analysis, PowerPoint, Microsoft Word, Project Management, Access, Customer Service, Product Development, Research, Public Speaking, Communication, Qualtrics, HP ALM
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master of Science (M.S.), Technology Management, 3.83
University of Illinois 2009 — 2012
Bachelor's degree, Psychology, 3.75
Bellarmine University 2008 — 2009
Psychology
General Motors September 2013 - Present
Wolf & Company, P.C. June 2012 - May 2013
Evive Health May 2011 - August 2011
Skills
Functional Testing, Microsoft Office, Microsoft Excel, Analysis, PowerPoint, Microsoft Word, Project Management, Access, Customer Service, Product Development, Research, Public Speaking, Communication, Qualtrics, HP ALM
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master of Science (M.S.), Technology Management, 3.83
University of Illinois 2009 — 2012
Bachelor's degree, Psychology, 3.75
Bellarmine University 2008 — 2009
Psychology
Cory Lunn, CISA's Wolf & Company, P.C. Experience October 2012 - Present
Job IT Assurance Senior Consultant
Industry Information Technology and Services
Experience
Wolf & Company, P.C. October 2012 - Present
Wolf & Company, P.C. May 2010 - October 2012
Bryant University October 2007 - December 2009
Commonwealth Bank January 2006 - August 2007
ColinaImperial Insurance Ltd September 2004 - October 2005
Skills
Risk Management, Preventive Maintenance, Security, Audit, Network Security, IT Audit, IT Operations, Social Engineering, Management, Information Security, Information Technology, Auditing, Application Security, Analysis, Internal Controls, Internal Audit
Education
Bryant University 2007 — 2009
BSBA, CIS & Finance
College of The Bahamas 2005 — 2007
CIS
Wolf & Company, P.C. October 2012 - Present
Wolf & Company, P.C. May 2010 - October 2012
Bryant University October 2007 - December 2009
Commonwealth Bank January 2006 - August 2007
ColinaImperial Insurance Ltd September 2004 - October 2005
Skills
Risk Management, Preventive Maintenance, Security, Audit, Network Security, IT Audit, IT Operations, Social Engineering, Management, Information Security, Information Technology, Auditing, Application Security, Analysis, Internal Controls, Internal Audit
Education
Bryant University 2007 — 2009
BSBA, CIS & Finance
College of The Bahamas 2005 — 2007
CIS
John Scanlan Jr.'s Wolf & Company, P.C. Experience November 2010 - February 2011
Job Staff Accountant at Sustainable Innovations, LLC
Industry Renewables & Environment
Experience
Sustainable Innovations, LLC August 2013 - Present
Beazley August 2012 - August 2013
Connecticut Public Broadcasting March 2012 - May 2012
Wolf & Company, P.C. November 2010 - February 2011
Skills
Cost Accounting, Microsoft Excel, Financial Accounting, Auditing, Financial Analysis, Forecasting, Bugeting, Accounts Payable, Financial Reporting, GAAP, Variance Analysis, Accounting, Accounts Receivable, Account Reconciliation, Microsoft Office, MS Excel Pivot Tables
Education
American International College 2011 — 2012
Master of Science in Accounting and Taxation, Accounting
American International College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Sustainable Innovations, LLC August 2013 - Present
Beazley August 2012 - August 2013
Connecticut Public Broadcasting March 2012 - May 2012
Wolf & Company, P.C. November 2010 - February 2011
Skills
Cost Accounting, Microsoft Excel, Financial Accounting, Auditing, Financial Analysis, Forecasting, Bugeting, Accounts Payable, Financial Reporting, GAAP, Variance Analysis, Accounting, Accounts Receivable, Account Reconciliation, Microsoft Office, MS Excel Pivot Tables
Education
American International College 2011 — 2012
Master of Science in Accounting and Taxation, Accounting
American International College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Jessica Whitten, CPA, CCEP's Wolf & Company, P.C. Experience 2000 - 2003
Job Audit, Risk & Compliance Manager
Industry Insurance
Experience
Electric Insurance Company (GE Affiliate) July 2006 - Present
Partners HealthCare 2003 - 2006
Wolf & Company, P.C. 2000 - 2003
Arthur Andersen, LLP 1998 - 2000
Skills
Auditing
Education
Bentley University 1994 — 1998
Bachelor's degree, Accounting
Electric Insurance Company (GE Affiliate) July 2006 - Present
Partners HealthCare 2003 - 2006
Wolf & Company, P.C. 2000 - 2003
Arthur Andersen, LLP 1998 - 2000
Skills
Auditing
Education
Bentley University 1994 — 1998
Bachelor's degree, Accounting
Jean-Pierre Lapointe, CPA Jean-Pierre Lapointe, CPA's Wolf & Company, P.C. Experience October 2009 - Present
Job Senior Audit Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2009 - Present
Wolf & Company, P.C. June 2004 - October 2009
Massachusetts Property Insurance Underwriting Association May 2003 - May 2004
Skills
Accounting, Auditing, Audit, Financial Reporting, Internal Controls, SOX, SEC reporting, SEC filings, Banking, Public Companies, Financial Institutions, Sarbanes-Oxley Act, CPA, US GAAP, Tax Research, Corporate Tax, GAAP, Partnership Taxation, Financial Accounting, Internal Audit, Financial Analysis
Education
Western New England University 2005 — 2006
MSA, Accounting
Bentley University 2000 — 2004
BSA, Accounting
Wolf & Company, P.C. October 2009 - Present
Wolf & Company, P.C. June 2004 - October 2009
Massachusetts Property Insurance Underwriting Association May 2003 - May 2004
Skills
Accounting, Auditing, Audit, Financial Reporting, Internal Controls, SOX, SEC reporting, SEC filings, Banking, Public Companies, Financial Institutions, Sarbanes-Oxley Act, CPA, US GAAP, Tax Research, Corporate Tax, GAAP, Partnership Taxation, Financial Accounting, Internal Audit, Financial Analysis
Education
Western New England University 2005 — 2006
MSA, Accounting
Bentley University 2000 — 2004
BSA, Accounting
Patrick Deschamps, CPA's Wolf & Company, P.C. Experience September 2012 - October 2014
Job Assurance Senior at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Wolf & Company, P.C. September 2012 - October 2014
RainDance Technologies, Inc. April 2009 - February 2012
FirstWind Energy, LLC August 2007 - January 2009
Skills
Accounting, General Ledger, Auditing, Financial Statements, Financial Reporting, Account Reconciliation, Accounts Payable, GAAP, Financial Accounting, Financial Analysis
Education
Bentley University 2011 — 2012
M.S.A., Accounting
Boston University - School of Management 2004 — 2007
B.S.B.A., Finance
McGladrey October 2014 - Present
Wolf & Company, P.C. September 2012 - October 2014
RainDance Technologies, Inc. April 2009 - February 2012
FirstWind Energy, LLC August 2007 - January 2009
Skills
Accounting, General Ledger, Auditing, Financial Statements, Financial Reporting, Account Reconciliation, Accounts Payable, GAAP, Financial Accounting, Financial Analysis
Education
Bentley University 2011 — 2012
M.S.A., Accounting
Boston University - School of Management 2004 — 2007
B.S.B.A., Finance
John Morley's Wolf & Company, P.C. Experience 1985 - 1997
Job President at Bank of Easton
Industry Banking
Experience
Bank of Easton April 2013 - Present
Bank of Easton April 1998 - April 2013
Wolf & Company, P.C. 1985 - 1997
Wolf & Company 1985 - 1996
Skills
Banking, Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Accounting, Mergers, Mergers & Acquisitions, Strategic Financial..., Auditing, Cash Management, Credit, Internal Controls, Financial Modeling, Managerial Finance, Investments, Financial Risk, Finance, Treasury Management, Loans, Credit Analysis, Portfolio Management
Education
Boston College 1981 — 1985
Bachelor of Science (BS), Accounting and Finance
Canton High School 1978 — 1981
Bank of Easton April 2013 - Present
Bank of Easton April 1998 - April 2013
Wolf & Company, P.C. 1985 - 1997
Wolf & Company 1985 - 1996
Skills
Banking, Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Accounting, Mergers, Mergers & Acquisitions, Strategic Financial..., Auditing, Cash Management, Credit, Internal Controls, Financial Modeling, Managerial Finance, Investments, Financial Risk, Finance, Treasury Management, Loans, Credit Analysis, Portfolio Management
Education
Boston College 1981 — 1985
Bachelor of Science (BS), Accounting and Finance
Canton High School 1978 — 1981
Justin M. Swain, CPA's Wolf & Company, P.C. Experience July 2006 - July 2008
Job Controller at Interstate Electrical Services Corp.
Industry Accounting
Experience
Interstate Electrical Services Corp. January 2014 - Present
KLR December 2009 - January 2014
Bay State Milling Company July 2008 - December 2009
Wolf & Company, P.C. July 2006 - July 2008
Nonstop Inc. 2004 - 2006
Middle/High School 2000 - 2004
Skills
Accounting, Financial Reporting, Auditing, Tax, Corporate Tax, Income Tax, Tax Preparation, GAAP, Internal Controls, Tax Returns, Financial Accounting, Tax Research, QuickBooks, CPA, SEC filings, Financial Analysis, Sarbanes-Oxley Act, General Ledger, S Corporations, Partnership Taxation, US GAAP, Tax Accounting, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2013
MBA, Corporate Finance
University of Massachusetts Boston 2004 — 2006
Master's degree, Accounting
Central Connecticut State University
BS, Education
Interstate Electrical Services Corp. January 2014 - Present
KLR December 2009 - January 2014
Bay State Milling Company July 2008 - December 2009
Wolf & Company, P.C. July 2006 - July 2008
Nonstop Inc. 2004 - 2006
Middle/High School 2000 - 2004
Skills
Accounting, Financial Reporting, Auditing, Tax, Corporate Tax, Income Tax, Tax Preparation, GAAP, Internal Controls, Tax Returns, Financial Accounting, Tax Research, QuickBooks, CPA, SEC filings, Financial Analysis, Sarbanes-Oxley Act, General Ledger, S Corporations, Partnership Taxation, US GAAP, Tax Accounting, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2013
MBA, Corporate Finance
University of Massachusetts Boston 2004 — 2006
Master's degree, Accounting
Central Connecticut State University
BS, Education
Brian McCowan's Wolf & Company, P.C. Experience June 2007 - August 2012
Job AVP & Commercial Loan Portfolio Manager at North Easton Savings Bank
Industry Banking
Experience
North Easton Savings Bank August 2012 - Present
Wolf & Company, P.C. June 2007 - August 2012
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Internal Controls, Risk Management, GAAP, Sarbanes-Oxley Act, SEC filings, Financial Accounting
Education
Stonier Graduate School of Banking 2014 — 2015
University of Pennsylvania- The Wharton School
Endicott College 2011 — 2013
MBA, International Marketing
Assumption College 2005 — 2008
Accounting
North Easton Savings Bank August 2012 - Present
Wolf & Company, P.C. June 2007 - August 2012
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Internal Controls, Risk Management, GAAP, Sarbanes-Oxley Act, SEC filings, Financial Accounting
Education
Stonier Graduate School of Banking 2014 — 2015
University of Pennsylvania- The Wharton School
Endicott College 2011 — 2013
MBA, International Marketing
Assumption College 2005 — 2008
Accounting
Maureen Moran Ervin, CPA Maureen Moran Ervin, CPA's Wolf & Company, P.C. Experience 1995 - 1998
Job Controller at Marsh & McLennan Agency, known locally as Bostonian Group
Industry Insurance
Experience
Marsh & McLennan Agency, LLC - New England Office August 2006 - October 2014
Direct Federal Credit Union 2003 - 2006
Reading Co-operative Bank 1998 - 2003
Wolf & Company, P.C. 1995 - 1998
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
mst, taxation
Isenberg School of Management, UMass Amherst 1988 — 1992
bs, acctg
Reading Memorial High School 1984 — 1988
diploma
Marsh & McLennan Agency, LLC - New England Office August 2006 - October 2014
Direct Federal Credit Union 2003 - 2006
Reading Co-operative Bank 1998 - 2003
Wolf & Company, P.C. 1995 - 1998
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
mst, taxation
Isenberg School of Management, UMass Amherst 1988 — 1992
bs, acctg
Reading Memorial High School 1984 — 1988
diploma
Darlene Jarvis, CPA, MST Darlene Jarvis, CPA, MST's Wolf & Company, P.C. Experience 1983 - 1987
Job Tax Principal at DiCicco, Gulman & Company
Industry Accounting
Experience
DiCicco, Gulman & Company May 2011 - Present
Deloitte January 2011 - May 2011
Braver PC July 2007 - December 2010
Grand Circle Corporation 2000 - 2007
General Investment and Development 1987 - 2000
Wolf & Company, P.C. 1983 - 1987
Skills
LLC, Trusts, Private Foundations, S Corporations, Financial Planning, Tax Compliance, Tax, Limited Partnerships, Income Tax, Strategic Financial..., Corporate Tax, Partnership Taxation, Tax Research, Tax Returns, Tax Accounting, CPA, High Net Worth...
Education
Bentley University 1986 — 1990
MST, Tax
University of Massachusetts Lowell
Business
DiCicco, Gulman & Company May 2011 - Present
Deloitte January 2011 - May 2011
Braver PC July 2007 - December 2010
Grand Circle Corporation 2000 - 2007
General Investment and Development 1987 - 2000
Wolf & Company, P.C. 1983 - 1987
Skills
LLC, Trusts, Private Foundations, S Corporations, Financial Planning, Tax Compliance, Tax, Limited Partnerships, Income Tax, Strategic Financial..., Corporate Tax, Partnership Taxation, Tax Research, Tax Returns, Tax Accounting, CPA, High Net Worth...
Education
Bentley University 1986 — 1990
MST, Tax
University of Massachusetts Lowell
Business
Liza Montani, CPA's Wolf & Company, P.C. Experience October 2009 - August 2014
Job Senior External Reporting Accountant at Old Mutual
Industry Accounting
Experience
OMAM (Old Mutual Asset Management) August 2014 - Present
Wolf & Company, P.C. October 2009 - August 2014
BNY Mellon May 2008 - August 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Microsoft Excel, SEC filings, External Audit, US GAAP, Sarbanes-Oxley
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Accountancy
Bentley University 2005 — 2009
BS, Information Systems Audit & Conotrol
OMAM (Old Mutual Asset Management) August 2014 - Present
Wolf & Company, P.C. October 2009 - August 2014
BNY Mellon May 2008 - August 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Microsoft Excel, SEC filings, External Audit, US GAAP, Sarbanes-Oxley
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Accountancy
Bentley University 2005 — 2009
BS, Information Systems Audit & Conotrol
Jennifer Serrano Jennifer Serrano's Wolf & Company, P.C. Experience October 2011 - July 2015
Job Senior Audit Associate at KPMG LLP
Industry Accounting
Experience
KPMG US August 2015 - Present
Wolf & Company, P.C. October 2011 - July 2015
Wolf & Company, P.C. September 2008 - September 2011
Skills
Real Estate Sales...
Education
Bentley University 2014 — 2016
Master of Business Administration (M.B.A.)
Bryant University 2004 — 2008
BS, Accounting
KPMG US August 2015 - Present
Wolf & Company, P.C. October 2011 - July 2015
Wolf & Company, P.C. September 2008 - September 2011
Skills
Real Estate Sales...
Education
Bentley University 2014 — 2016
Master of Business Administration (M.B.A.)
Bryant University 2004 — 2008
BS, Accounting
Caitlin Keefe's Wolf & Company, P.C. Experience September 2015 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2015 - Present
Wolf & Company, P.C. September 2013 - September 2015
Charter Oak Country Club January 2010 - September 2013
Texas Roadhouse February 2013 - August 2013
Children’s Friend Inc July 2012 - September 2012
Skills
Time Management, Payroll, Customer Service, Finance, Accounts Payable, Teamwork, GAAP, Accounting, Accounts Receivable, Financial Analysis, Financial Statements, Financial Reporting, Microsoft Excel
Education
Assumption College 2009 — 2013
Bachelor of Arts, Accounting
Wolf & Company, P.C. September 2015 - Present
Wolf & Company, P.C. September 2013 - September 2015
Charter Oak Country Club January 2010 - September 2013
Texas Roadhouse February 2013 - August 2013
Children’s Friend Inc July 2012 - September 2012
Skills
Time Management, Payroll, Customer Service, Finance, Accounts Payable, Teamwork, GAAP, Accounting, Accounts Receivable, Financial Analysis, Financial Statements, Financial Reporting, Microsoft Excel
Education
Assumption College 2009 — 2013
Bachelor of Arts, Accounting
Anthony Melillo's Wolf & Company, P.C. Experience 2008 - 2010
Job Producer / Associate Producer
Industry Motion Pictures and Film
Experience
Freelance 2013 - Present
Freelance 2012 - 2013
Hit Squad LLC 2010 - 2012
AffinityTV247 2010 - 2012
Wolf & Company, P.C. 2008 - 2010
Skills
Editing, Film, Film Production, Television, Video, Feature Films, Commercials, Screenwriting, Video Editing, Entertainment, Advertising, Social Media, Marketing Strategy, Video Production, Marketing, Reality TV, Social Media Marketing, Digital Media, Documentaries
Education
Bryant University 2004 — 2008
Bachelor of Science (B.S.), Computer and Information Sciences, General
Central Catholic High School 2000 — 2004
Freelance 2013 - Present
Freelance 2012 - 2013
Hit Squad LLC 2010 - 2012
AffinityTV247 2010 - 2012
Wolf & Company, P.C. 2008 - 2010
Skills
Editing, Film, Film Production, Television, Video, Feature Films, Commercials, Screenwriting, Video Editing, Entertainment, Advertising, Social Media, Marketing Strategy, Video Production, Marketing, Reality TV, Social Media Marketing, Digital Media, Documentaries
Education
Bryant University 2004 — 2008
Bachelor of Science (B.S.), Computer and Information Sciences, General
Central Catholic High School 2000 — 2004
Kate Wyman's Wolf & Company, P.C. Experience March 2009 - May 2010
Job Associate, North America Marketing at La Mer
Industry Cosmetics
Experience
La Mer July 2014 - Present
La Mer & Jo Malone London May 2012 - July 2014
Bobbi Brown Cosmetics June 2011 - May 2012
Next Jump July 2010 - June 2011
Wolf & Company, P.C. March 2009 - May 2010
Skills
Marketing, Blogging, Strategy, Email Marketing, Program Management, Retail, Social Media, CRM, Fundraising, Press Releases, Event Planning
Education
Boston University Questrom School of Business 2006 — 2010
BSBA, International Management, Marketing
Centre Universitaire d'Études Françaises 2008 — 2008
French
La Mer July 2014 - Present
La Mer & Jo Malone London May 2012 - July 2014
Bobbi Brown Cosmetics June 2011 - May 2012
Next Jump July 2010 - June 2011
Wolf & Company, P.C. March 2009 - May 2010
Skills
Marketing, Blogging, Strategy, Email Marketing, Program Management, Retail, Social Media, CRM, Fundraising, Press Releases, Event Planning
Education
Boston University Questrom School of Business 2006 — 2010
BSBA, International Management, Marketing
Centre Universitaire d'Études Françaises 2008 — 2008
French
Dalton Hunt Dalton Hunt's Wolf & Company, P.C. Experience May 2015 - Present
Job Tax Intern at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. May 2015 - Present
The Winchendon School Golf April 2010 - August 2014
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, Leadership, Time Management, Customer Service, Facebook, Research, PowerPoint, Social Networking, Public Speaking, Social Media
Education
Bryant University 2012 — 2016
Bachelor's of Science in Business Administration, Accounting, Junior
Wolf & Company, P.C. May 2015 - Present
The Winchendon School Golf April 2010 - August 2014
Skills
Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, Leadership, Time Management, Customer Service, Facebook, Research, PowerPoint, Social Networking, Public Speaking, Social Media
Education
Bryant University 2012 — 2016
Bachelor's of Science in Business Administration, Accounting, Junior
Ross Meyer's Wolf & Company, P.C. Experience June 2015 - Present
Job WolfPAC Integrated Risk Management Intern at Wolf & Company, P.C.
Industry Financial Services
Experience
Wolf & Company, P.C. June 2015 - Present
Bentley University November 2014 - Present
Pillars of Wall Street February 2015 - February 2015
Mary Meyer Corporation June 2008 - August 2014
Brattleboro Country Club September 2010 - September 2013
Skills
Microsoft Excel, Vlookup, Pivot Tables, Microsoft Office, Financial Mathematics, Applied Probability, Business Intelligence, Critical Thinking, Economics
Education
Bentley University 2013 — 2017
Bachelor's Degree, Major: Economics-Finance, Minor: Actuarial Science, Sophomore
Wolf & Company, P.C. June 2015 - Present
Bentley University November 2014 - Present
Pillars of Wall Street February 2015 - February 2015
Mary Meyer Corporation June 2008 - August 2014
Brattleboro Country Club September 2010 - September 2013
Skills
Microsoft Excel, Vlookup, Pivot Tables, Microsoft Office, Financial Mathematics, Applied Probability, Business Intelligence, Critical Thinking, Economics
Education
Bentley University 2013 — 2017
Bachelor's Degree, Major: Economics-Finance, Minor: Actuarial Science, Sophomore
Steven Fafel's Wolf & Company, P.C. Experience October 2008 - September 2009
Job Certified Public Accountant / Tax Consultant
Industry Accounting
Experience
Leonard Fafel, CPA PC 2011 - Present
PwC August 2014 - October 2014
PwC August 2013 - October 2013
Swampscott Big Blue PTO August 2011 - August 2013
Wolf & Company, P.C. October 2008 - September 2009
State Street Bank January 2008 - September 2008
McGladrey (Formerly Caturano & Company) December 2001 - January 2008
P&H Solutions 2000 - 2001
TJX 1998 - 2000
Creelman & Smith, PC 1997 - 1999
Skills
Tax, Tax Research, Accounting, Tax Returns, Sarbanes-Oxley Act, Individual Returns, Cost Segregation, Small Business Tax, Tax Preparation, Tax Accounting, Income Tax, IRS, Sales Tax, High Net Worth..., Accountants, International Tax, Fixed Assets, IRS problem resolution, Trust Taxation, Bookkeeping, Financial Services, S Corporations, Partnership Taxation, CCH ProSystem fx, Corporate Tax, Financial Accounting, US Tax, Tax Law, ProSystem fx Tax, Sarbanes-Oxley, CPA, QuickBooks, LLC, State Tax, Tax Advisory, Tax Controversy, FAFSA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
MST, Taxation
Bentley University 1992 — 1994
BA in Accountancy, Accounting/Tax
Marblehead High School 1986 — 1990
Hillel Academy 1983 — 1986
Leonard Fafel, CPA PC 2011 - Present
PwC August 2014 - October 2014
PwC August 2013 - October 2013
Swampscott Big Blue PTO August 2011 - August 2013
Wolf & Company, P.C. October 2008 - September 2009
State Street Bank January 2008 - September 2008
McGladrey (Formerly Caturano & Company) December 2001 - January 2008
P&H Solutions 2000 - 2001
TJX 1998 - 2000
Creelman & Smith, PC 1997 - 1999
Skills
Tax, Tax Research, Accounting, Tax Returns, Sarbanes-Oxley Act, Individual Returns, Cost Segregation, Small Business Tax, Tax Preparation, Tax Accounting, Income Tax, IRS, Sales Tax, High Net Worth..., Accountants, International Tax, Fixed Assets, IRS problem resolution, Trust Taxation, Bookkeeping, Financial Services, S Corporations, Partnership Taxation, CCH ProSystem fx, Corporate Tax, Financial Accounting, US Tax, Tax Law, ProSystem fx Tax, Sarbanes-Oxley, CPA, QuickBooks, LLC, State Tax, Tax Advisory, Tax Controversy, FAFSA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
MST, Taxation
Bentley University 1992 — 1994
BA in Accountancy, Accounting/Tax
Marblehead High School 1986 — 1990
Hillel Academy 1983 — 1986
Stephanie Creedon's Wolf & Company, P.C. Experience May 2015 - Present
Job Marketing Coordinator at Wolf & Company, P.C.
Industry Marketing and Advertising
Experience
Wolf & Company, P.C. May 2015 - Present
Financial Foundations, Inc April 2013 - May 2015
Complete Staffing Solutions May 2012 - April 2013
Gunamuna July 2011 - December 2011
Florabunda Gift Shop & Tearoom January 2011 - May 2011
Education
Assumption College 2007 — 2011
Bachelors Degree, Organizational Communication, Marketing
Wolf & Company, P.C. May 2015 - Present
Financial Foundations, Inc April 2013 - May 2015
Complete Staffing Solutions May 2012 - April 2013
Gunamuna July 2011 - December 2011
Florabunda Gift Shop & Tearoom January 2011 - May 2011
Education
Assumption College 2007 — 2011
Bachelors Degree, Organizational Communication, Marketing
Maxwell Munsey's Wolf & Company, P.C. Experience June 2013 - August 2013
Job IT Auditor at State Street
Industry Information Technology and Services
Experience
State Street May 2015 - Present
Arbella Insurance Group June 2014 - May 2015
Wolf & Company, P.C. June 2013 - August 2013
Bentley University Low Income Taxpayer Clinic October 2011 - May 2013
Pinnacle Investments, LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Manage Client..., Client Co-ordination, ProSeries, Accounting, SAP
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Information Systems Audit and Control
State Street May 2015 - Present
Arbella Insurance Group June 2014 - May 2015
Wolf & Company, P.C. June 2013 - August 2013
Bentley University Low Income Taxpayer Clinic October 2011 - May 2013
Pinnacle Investments, LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Manage Client..., Client Co-ordination, ProSeries, Accounting, SAP
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Information Systems Audit and Control
Thomas Vocatura, Sr's Wolf & Company, P.C. Experience March 1970 - Present
Job Retired ShareholderWolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. March 1970 - Present
Skills
Accounting, SOX, SEC reporting, Mergers, Auditing, Banking, Audit, Due Diligence, Financial Institutions, SEC filings, CPA, Sarbanes-Oxley Act, Internal Controls
Education
Bentley University 1966 — 1970
BSA, Aoouunting
Wolf & Company, P.C. March 1970 - Present
Skills
Accounting, SOX, SEC reporting, Mergers, Auditing, Banking, Audit, Due Diligence, Financial Institutions, SEC filings, CPA, Sarbanes-Oxley Act, Internal Controls
Education
Bentley University 1966 — 1970
BSA, Aoouunting
Danielle M. Boston, CPA's Wolf & Company, P.C. Experience October 2012 - April 2013
Job Senior Accountant at Massachusetts Clean Energy Center
Industry Accounting
Experience
Massachusetts Clean Energy Center April 2013 - September 2015
Wolf & Company, P.C. October 2012 - April 2013
Wolf & Company, P.C. October 2010 - October 2012
Education
Bentley University 2010 — 2011
Master of Science, Accountancy
Bentley University 2006 — 2010
BS, Corporate Finance & Accounting
Massachusetts Clean Energy Center April 2013 - September 2015
Wolf & Company, P.C. October 2012 - April 2013
Wolf & Company, P.C. October 2010 - October 2012
Education
Bentley University 2010 — 2011
Master of Science, Accountancy
Bentley University 2006 — 2010
BS, Corporate Finance & Accounting
Edward Suleski, CPA Edward Suleski, CPA's Wolf & Company, P.C. Experience September 1979 - December 1982
Job Owner, Rogers, Suleski & Associates, LLC
Industry Accounting
Experience
Rogers, Suleski & Associates, LLC, CPAs September 1994 - Present
The Timberland Company February 1992 - July 1994
Wang Laboratories December 1982 - January 1992
Wolf & Company, P.C. September 1979 - December 1982
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, SEC filings, Tax, Management, Financial Statements, Bookkeeping, Finance, Income Tax, Start-ups, Corporate Tax, Internal Audit, CPA, Managerial Finance, Tax Preparation, Partnership Taxation, Tax Returns, Tax Research, Financial Analysis, Small Business, Employee Benefits
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1991
MBA
Isenberg School of Management, UMass Amherst 1975 — 1979
BBA, Accounting
Holyoke High School
Rogers, Suleski & Associates, LLC, CPAs September 1994 - Present
The Timberland Company February 1992 - July 1994
Wang Laboratories December 1982 - January 1992
Wolf & Company, P.C. September 1979 - December 1982
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, SEC filings, Tax, Management, Financial Statements, Bookkeeping, Finance, Income Tax, Start-ups, Corporate Tax, Internal Audit, CPA, Managerial Finance, Tax Preparation, Partnership Taxation, Tax Returns, Tax Research, Financial Analysis, Small Business, Employee Benefits
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1991
MBA
Isenberg School of Management, UMass Amherst 1975 — 1979
BBA, Accounting
Holyoke High School
Matthew Putvinski, CPA, CISA, CISSP Matthew Putvinski, CPA, CISA, CISSP's Wolf & Company, P.C. Experience August 2000 - Present
Job Director IT Assurance and Security Services
Industry Computer & Network Security
Experience
Wolf & Company, P.C. August 2000 - Present
Wolf & Company, P.C. September 2008 - Present
ISC2 Eastern Massachusetts Chapter (non profit association) October 2014 - Present
(ISC)² Safe and Secure Online Program November 2012 - Present
Holliston Lions Club 2001 - Present
ISACA New England 2008 - 2009
MEDITECH 1996 - 2000
Albion (Lincoln, RI) Fire Department May 1995 - August 1997
Robeck Management 1995 - 1996
Skills
HIPAA, GLBA, Data Privacy, IT Audit, Vulnerability Assessment, Penetration Testing, Disaster Recovery, Business Continuity, Strategic Planning, SOX, 201 CMR 17, Social Engineering, Incident Response, Application Security, IT General Controls, Security Awareness..., WISP, Information Security..., Information Security..., Banking, Healthcare, Investment Advisory, Security, Network Security, Training, Risk Assessment, Social media, Internal Controls, Information Security, Information Technology, Computer Security, SAS70, Business Continuity..., Risk Management, Enterprise Risk...
Education
Bryant University 1991 — 1995
Bachelor of Science, Accounting
Monsignor Donovan High School 1988 — 1991
Wolf & Company, P.C. August 2000 - Present
Wolf & Company, P.C. September 2008 - Present
ISC2 Eastern Massachusetts Chapter (non profit association) October 2014 - Present
(ISC)² Safe and Secure Online Program November 2012 - Present
Holliston Lions Club 2001 - Present
ISACA New England 2008 - 2009
MEDITECH 1996 - 2000
Albion (Lincoln, RI) Fire Department May 1995 - August 1997
Robeck Management 1995 - 1996
Skills
HIPAA, GLBA, Data Privacy, IT Audit, Vulnerability Assessment, Penetration Testing, Disaster Recovery, Business Continuity, Strategic Planning, SOX, 201 CMR 17, Social Engineering, Incident Response, Application Security, IT General Controls, Security Awareness..., WISP, Information Security..., Information Security..., Banking, Healthcare, Investment Advisory, Security, Network Security, Training, Risk Assessment, Social media, Internal Controls, Information Security, Information Technology, Computer Security, SAS70, Business Continuity..., Risk Management, Enterprise Risk...
Education
Bryant University 1991 — 1995
Bachelor of Science, Accounting
Monsignor Donovan High School 1988 — 1991
Carl Vellali's Wolf & Company, P.C. Experience February 2013 - Present
Job Regulatory Compliance Consultant at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. February 2013 - Present
MSPCC 2012 - February 2013
Provident Funding Associates L.P. 2010 - 2012
Commonwealth of Massachusetts 2008 - August 2009
Skills
Finance, Microsoft Excel, Accounting, Financial Reporting, Mortgage Banking, Mortgage Lending, Loans, PowerPoint, Microsoft Word, Access, Microsoft Office, Credit Analysis, Data Analysis
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Wolf & Company, P.C. February 2013 - Present
MSPCC 2012 - February 2013
Provident Funding Associates L.P. 2010 - 2012
Commonwealth of Massachusetts 2008 - August 2009
Skills
Finance, Microsoft Excel, Accounting, Financial Reporting, Mortgage Banking, Mortgage Lending, Loans, PowerPoint, Microsoft Word, Access, Microsoft Office, Credit Analysis, Data Analysis
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Samantha Feinberg, MBA's Wolf & Company, P.C. Experience October 2012 - September 2014
Job Director of Marketing, Leasing and Tenant Relations at The Spinney Group
Industry Information Technology and Services
Experience
The Spinney Group September 2014 - Present
Wolf & Company, P.C. October 2012 - September 2014
Lowe's Home Improvement October 2011 - October 2012
hiSoft Technology International Limited May 2010 - October 2011
Gomez, Inc. May 2009 - August 2009
Schwartz MSL June 2008 - December 2008
Grant Thornton, LLP August 2007 - August 2007
Skills
Excel, PowerPoint, MS Project, MS Visio, Clarity PPM, SharePoint, Microsoft Excel, Visio, CA Clarity, Access, Project Planning, Project Management, Analysis, PMO, Software Documentation, SDLC, Process Improvement, Business Analysis, Business Process, Governance, ERP, Vendor Management, Training, Risk Management, Business Process..., Program Management, Cross-functional Team..., Information Technology, Requirements Gathering, Change Management, System Testing, Requirements Analysis, PMP, Business Intelligence, CRM
Education
McCallum Graduate School, Bentley University 2009 — 2010
MBA, Marketing
Bentley University 2005 — 2009
BS, Information Design & Corporate Communications
Lorenzo de Medici 2007 — 2007
Summer Abroad, Italian and Classical Photography
The Spinney Group September 2014 - Present
Wolf & Company, P.C. October 2012 - September 2014
Lowe's Home Improvement October 2011 - October 2012
hiSoft Technology International Limited May 2010 - October 2011
Gomez, Inc. May 2009 - August 2009
Schwartz MSL June 2008 - December 2008
Grant Thornton, LLP August 2007 - August 2007
Skills
Excel, PowerPoint, MS Project, MS Visio, Clarity PPM, SharePoint, Microsoft Excel, Visio, CA Clarity, Access, Project Planning, Project Management, Analysis, PMO, Software Documentation, SDLC, Process Improvement, Business Analysis, Business Process, Governance, ERP, Vendor Management, Training, Risk Management, Business Process..., Program Management, Cross-functional Team..., Information Technology, Requirements Gathering, Change Management, System Testing, Requirements Analysis, PMP, Business Intelligence, CRM
Education
McCallum Graduate School, Bentley University 2009 — 2010
MBA, Marketing
Bentley University 2005 — 2009
BS, Information Design & Corporate Communications
Lorenzo de Medici 2007 — 2007
Summer Abroad, Italian and Classical Photography
Brian Weeks Brian Weeks's Wolf & Company, P.C. Experience 2002 - 2005
Job Corporate Controller at Long Wharf Real Estate Partners
Industry Real Estate
Experience
Long Wharf Real Estate Partners June 2015 - Present
First Winthrop Corporation October 2013 - May 2015
Edens & Avant September 2011 - October 2013
Intercontinental Real Estate Corporation December 2008 - August 2011
Centro Properties Group October 2005 - December 2008
Wolf & Company, P.C. 2002 - 2005
Skills
Accounting, Financial Analysis, Strategic Planning, SEC filings, Due Diligence, Financial Reporting, General Ledger, Internal Controls, GAAP, Auditing, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis, US GAAP, CPA
Education
Bryant University 1998 — 2002
BS, Accounting
Long Wharf Real Estate Partners June 2015 - Present
First Winthrop Corporation October 2013 - May 2015
Edens & Avant September 2011 - October 2013
Intercontinental Real Estate Corporation December 2008 - August 2011
Centro Properties Group October 2005 - December 2008
Wolf & Company, P.C. 2002 - 2005
Skills
Accounting, Financial Analysis, Strategic Planning, SEC filings, Due Diligence, Financial Reporting, General Ledger, Internal Controls, GAAP, Auditing, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis, US GAAP, CPA
Education
Bryant University 1998 — 2002
BS, Accounting
David Larocque, CAMS's Wolf & Company, P.C. Experience May 2010 - Present
Job Senior Regulatory Compliance Consultant at Wolf & Company, P.C.
Industry Banking
Experience
Wolf & Company, P.C. May 2010 - Present
TD Bank USA June 2006 - May 2010
Toys R Us August 2005 - June 2006
Shaw's Supermarkets March 2002 - August 2005
Skills
Banking, Customer Service, Sales, Retail Banking, Microsoft Office, Risk Assessment, Team Building, Bank Secrecy Act, Consumer Lending, Audit-Regulatory..., Loans, Management, Time Management, Program Management, Leadership, AML, Training, Risk Management, Anti Money Laundering
Education
Bridgewater State University 2001 — 2005
BA, Music, Business Management
Wolf & Company, P.C. May 2010 - Present
TD Bank USA June 2006 - May 2010
Toys R Us August 2005 - June 2006
Shaw's Supermarkets March 2002 - August 2005
Skills
Banking, Customer Service, Sales, Retail Banking, Microsoft Office, Risk Assessment, Team Building, Bank Secrecy Act, Consumer Lending, Audit-Regulatory..., Loans, Management, Time Management, Program Management, Leadership, AML, Training, Risk Management, Anti Money Laundering
Education
Bridgewater State University 2001 — 2005
BA, Music, Business Management
Cynthia Wierzbicki Boehmer's Wolf & Company, P.C. Experience May 2013 - Present
Job Senior Compliance Consultant at Wolf & Company, P.C.
Industry Financial Services
Experience
Wolf & Company, P.C. May 2013 - Present
Promontory Financial Group, LLC September 2011 - January 2013
Synergy Legal Professionals January 2008 - November 2010
National Center for Missing & Exploited Children August 2006 - November 2006
Citizens for Global Solutions June 2006 - August 2006
Joint National Committee for Languages-National Council for Languages and International Studies July 2000 - June 2006
National Association of Computer Consultant Businesses (now known as TechServ Alliance) June 1999 - July 2000
Skills
Legal Research, Policy, Loss Mitigation, Research, Legislation, Policy Analysis, Legal Compliance, Mediation, Risk Management, Government, Due Diligence, International Law, Public Policy, AML, Lexis, Risk Analysis, Financial Regulation, Bank Secrecy Act, OFAC, Financial Risk, Westlaw, Financial Institutions, Analysis, Legal Writing, Banking
Education
The Catholic University of America, Columbus School of Law 2003 — 2007
JD, Law
American University 2000 — 2002
MPP, Public Policy
DePaul University 1994 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Salem High School
Wolf & Company, P.C. May 2013 - Present
Promontory Financial Group, LLC September 2011 - January 2013
Synergy Legal Professionals January 2008 - November 2010
National Center for Missing & Exploited Children August 2006 - November 2006
Citizens for Global Solutions June 2006 - August 2006
Joint National Committee for Languages-National Council for Languages and International Studies July 2000 - June 2006
National Association of Computer Consultant Businesses (now known as TechServ Alliance) June 1999 - July 2000
Skills
Legal Research, Policy, Loss Mitigation, Research, Legislation, Policy Analysis, Legal Compliance, Mediation, Risk Management, Government, Due Diligence, International Law, Public Policy, AML, Lexis, Risk Analysis, Financial Regulation, Bank Secrecy Act, OFAC, Financial Risk, Westlaw, Financial Institutions, Analysis, Legal Writing, Banking
Education
The Catholic University of America, Columbus School of Law 2003 — 2007
JD, Law
American University 2000 — 2002
MPP, Public Policy
DePaul University 1994 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Salem High School
Kevin Brosnan's Wolf & Company, P.C. Experience June 1982 - May 1984
Job Senior Manager at Grant Thornton
Industry Accounting
Experience
Grant Thornton August 2007 - Present
Procter & Gamble June 1994 - July 2007
The Thomson Corporation October 1986 - May 1994
Pannell Kerr Forster June 1984 - June 1986
Wolf & Company, P.C. June 1982 - May 1984
Education
Bentley University 1999 — 2001
Masters of Science, Taxation
Providence College 1979 — 1982
Grant Thornton August 2007 - Present
Procter & Gamble June 1994 - July 2007
The Thomson Corporation October 1986 - May 1994
Pannell Kerr Forster June 1984 - June 1986
Wolf & Company, P.C. June 1982 - May 1984
Education
Bentley University 1999 — 2001
Masters of Science, Taxation
Providence College 1979 — 1982
Christopher Ciulla's Wolf & Company, P.C. Experience September 1997 - October 2000
Job Corporate Controller at Alkermes, Inc.
Industry Biotechnology
Experience
Alkermes, Inc. October 2000 - Present
Wolf & Company, P.C. September 1997 - October 2000
RISO, Inc. April 1994 - August 1997
American Superconductor July 1991 - March 1994
Skills
Financial Analysis, Internal Controls, General Ledger, Accounting, Auditing, Financial Statements, Internal Audit, Process Improvement, ADP Payroll, Microsoft Excel, Budgets, Revenue Recognition, Accounts Payable, Account Reconciliation, Payroll, Accounts Receivable
Education
Bentley University 1987 — 1991
Bachelor of Science in Accountancy, Accounting/Finance
Alkermes, Inc. October 2000 - Present
Wolf & Company, P.C. September 1997 - October 2000
RISO, Inc. April 1994 - August 1997
American Superconductor July 1991 - March 1994
Skills
Financial Analysis, Internal Controls, General Ledger, Accounting, Auditing, Financial Statements, Internal Audit, Process Improvement, ADP Payroll, Microsoft Excel, Budgets, Revenue Recognition, Accounts Payable, Account Reconciliation, Payroll, Accounts Receivable
Education
Bentley University 1987 — 1991
Bachelor of Science in Accountancy, Accounting/Finance
Elizabeth Stiles Harmse's Wolf & Company, P.C. Experience June 2010 - October 2010
Job Human Resources Architect & Integrations Lead, Mergers & Acquisitions, AT&T
Industry Telecommunications
Experience
AT&T January 2014 - Present
AT&T March 2013 - December 2013
AT&T July 2011 - December 2013
AT&T August 2012 - February 2013
AT&T July 2011 - July 2012
ArtWorks! Partners for the Arts and Community, Inc September 2010 - December 2010
Wolf & Company, P.C. June 2010 - October 2010
New England Aquarium September 2009 - August 2010
The Food Project February 2010 - February 2010
UC San Diego Extension October 2006 - July 2009
Education
Boston University - School of Management 2009 — 2011
MS-MBA Dual Degree Program: MBA with Honors, MS Information Systems with High Honors, Concentrations: Leadership & Organizational Transformation; Entrepreneurship
Pomona College 2001 — 2005
BA, Philosophy
University of California, San Diego - Extension 2005 — 2010
Professional Certificates, Business Management, Fundraising & Development
AT&T January 2014 - Present
AT&T March 2013 - December 2013
AT&T July 2011 - December 2013
AT&T August 2012 - February 2013
AT&T July 2011 - July 2012
ArtWorks! Partners for the Arts and Community, Inc September 2010 - December 2010
Wolf & Company, P.C. June 2010 - October 2010
New England Aquarium September 2009 - August 2010
The Food Project February 2010 - February 2010
UC San Diego Extension October 2006 - July 2009
Education
Boston University - School of Management 2009 — 2011
MS-MBA Dual Degree Program: MBA with Honors, MS Information Systems with High Honors, Concentrations: Leadership & Organizational Transformation; Entrepreneurship
Pomona College 2001 — 2005
BA, Philosophy
University of California, San Diego - Extension 2005 — 2010
Professional Certificates, Business Management, Fundraising & Development
Russell Bethoney, CPA's Wolf & Company, P.C. Experience September 2004 - August 2007
Job Accounting & Business Consulting | NonProfit & ForProfit | Universitiy & College Expertise | CFO & Controller Level
Industry Financial Services
Experience
Accounting & Business Consulting May 2009 - Present
Wolf & Company, P.C. September 2004 - August 2007
Ercolini & Company, LLP May 1994 - April 2004
Skills
Non-profits, Real Estate, Foundations, Charities, Government, Financial Reporting, Accounting, Internal Controls, Internal Audit, Auditing, GAAP, Management Consulting, Financial Analysis, Transportation, Financial Control, Financial Institutions, Finance, CPA, Financial Audits, Nonprofits, Risk Management, Mergers & Acquisitions, Start-up Business..., Sarbanes-Oxley Act, Revenue Recognition, Managerial Finance, US GAAP, Tax Research, Tax Accounting, General Ledger
Education
Babson College 1986 — 1988
Bachelor, Accounting
Massachusetts Bay Community College 1984 — 1986
Associate, Business Administration
Accounting & Business Consulting May 2009 - Present
Wolf & Company, P.C. September 2004 - August 2007
Ercolini & Company, LLP May 1994 - April 2004
Skills
Non-profits, Real Estate, Foundations, Charities, Government, Financial Reporting, Accounting, Internal Controls, Internal Audit, Auditing, GAAP, Management Consulting, Financial Analysis, Transportation, Financial Control, Financial Institutions, Finance, CPA, Financial Audits, Nonprofits, Risk Management, Mergers & Acquisitions, Start-up Business..., Sarbanes-Oxley Act, Revenue Recognition, Managerial Finance, US GAAP, Tax Research, Tax Accounting, General Ledger
Education
Babson College 1986 — 1988
Bachelor, Accounting
Massachusetts Bay Community College 1984 — 1986
Associate, Business Administration
Carol Tully's Wolf & Company, P.C. Experience September 1981 - Present
Job Member of the Firm, Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 1981 - Present
Education
Boston University School of Law 1984 — 1986
LLM, Taxation
Suffolk University Law School 1979 — 1981
JD
Boston College 1974 — 1978
Wolf & Company, P.C. September 1981 - Present
Education
Boston University School of Law 1984 — 1986
LLM, Taxation
Suffolk University Law School 1979 — 1981
JD
Boston College 1974 — 1978
Meredith Piotti, CPA, CIA's Wolf & Company, P.C. Experience September 2007 - Present
Job Internal Audit Senior Manager at Wolf & Company
Industry Accounting
Experience
Wolf & Company, P.C. September 2007 - Present
Imprivata September 2005 - September 2007
Skills
Auditing, Internal Audit, Internal Controls, Accounting, Sarbanes-Oxley Act, Enterprise Risk..., Microsoft Excel, Liquidity Management, Financial Reporting, General Ledger, IT Audit, Process Improvement, Banking, SOX 404, Budgets, Model Validation, Data Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MSA, Accounting
Bentley University 2003 — 2007
BS, Accounting
Wolf & Company, P.C. September 2007 - Present
Imprivata September 2005 - September 2007
Skills
Auditing, Internal Audit, Internal Controls, Accounting, Sarbanes-Oxley Act, Enterprise Risk..., Microsoft Excel, Liquidity Management, Financial Reporting, General Ledger, IT Audit, Process Improvement, Banking, SOX 404, Budgets, Model Validation, Data Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MSA, Accounting
Bentley University 2003 — 2007
BS, Accounting
Danielle Givner's Wolf & Company, P.C. Experience September 2010 - Present
Job Tax Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2010 - Present
Feeley & Driscoll, P.C. September 1999 - September 2010
Dixon Hughes PLLC September 2003 - May 2007
Education
Northeastern University 2007 — 2010
Masters, Taxation
Bentley University
Accounting
Wolf & Company, P.C. September 2010 - Present
Feeley & Driscoll, P.C. September 1999 - September 2010
Dixon Hughes PLLC September 2003 - May 2007
Education
Northeastern University 2007 — 2010
Masters, Taxation
Bentley University
Accounting
Cecilia Cheng, CPA's Wolf & Company, P.C. Experience September 2003 - September 2004
Job Chief of Staff for Global Corporate Controller at AIG
Industry Financial Services
Experience
AIG August 2014 - Present
Barclays Capital June 2010 - July 2014
EY September 2004 - June 2010
Wolf & Company, P.C. September 2003 - September 2004
Skills
Financial Services, Banking, Change Management, Financial Reporting, Business Analysis, SDLC, Project Management, Business Requirements, Business Process, Accounting, Process Improvement, Operating Models, Hyperion HFM, SAP BPC, QlikView, Quality Center, Hyperion Performance..., Training, Training Delivery, Smartview, Essbase, Analysis, Finance, Financial Analysis
Education
Boston University - School of Management
Bachelor of Science (B.S.), Business Administration, Concentration in Accounting
North Quincy High School
AIG August 2014 - Present
Barclays Capital June 2010 - July 2014
EY September 2004 - June 2010
Wolf & Company, P.C. September 2003 - September 2004
Skills
Financial Services, Banking, Change Management, Financial Reporting, Business Analysis, SDLC, Project Management, Business Requirements, Business Process, Accounting, Process Improvement, Operating Models, Hyperion HFM, SAP BPC, QlikView, Quality Center, Hyperion Performance..., Training, Training Delivery, Smartview, Essbase, Analysis, Finance, Financial Analysis
Education
Boston University - School of Management
Bachelor of Science (B.S.), Business Administration, Concentration in Accounting
North Quincy High School
John F Hegarty's Wolf & Company, P.C. Experience June 1973 - June 1976
Job Owner, John F. Hegarty CPA
Industry Accounting
Experience
Finance Boston 2004 - Present
John F. Hegarty CPA January 1981 - Present
Irish Education Foundation 1994 - 2009
Wolf & Company, P.C. June 1973 - June 1976
Skills
Tax, Accounting, Bookkeeping, Tax Preparation, IRS, Partnership Taxation, Property Tax, Tax Research, S Corporations, Tax Returns, CPA, Small Business, QuickBooks, Strategic Financial..., Income Tax, Financial Statements, General Ledger, Auditing, Finance, Financial Reporting, State Tax, Cash Flow, Financial Accounting, Financial Planners, Nonprofits
Education
Bentley University 1975 — 1976
CPA, Auditing, Accounting Theory & Practice Business Law
University College Cork 1962 — 1965
B.Comm, Economics and Accounting
Finance Boston 2004 - Present
John F. Hegarty CPA January 1981 - Present
Irish Education Foundation 1994 - 2009
Wolf & Company, P.C. June 1973 - June 1976
Skills
Tax, Accounting, Bookkeeping, Tax Preparation, IRS, Partnership Taxation, Property Tax, Tax Research, S Corporations, Tax Returns, CPA, Small Business, QuickBooks, Strategic Financial..., Income Tax, Financial Statements, General Ledger, Auditing, Finance, Financial Reporting, State Tax, Cash Flow, Financial Accounting, Financial Planners, Nonprofits
Education
Bentley University 1975 — 1976
CPA, Auditing, Accounting Theory & Practice Business Law
University College Cork 1962 — 1965
B.Comm, Economics and Accounting
Chris Ciulla's Wolf & Company, P.C. Experience September 1997 - October 2000
Job Corporate Controller at Alkermes, Inc.
Industry Pharmaceuticals
Experience
Alkermes, Inc. October 2000 - Present
Wolf & Company, P.C. September 1997 - October 2000
Skills
General Ledger, Accounting, Auditing, Finance, Financial Analysis, Internal Audit
Education
Bentley University 1987 — 2001
Bachelor of Science, Accounting
Alkermes, Inc. October 2000 - Present
Wolf & Company, P.C. September 1997 - October 2000
Skills
General Ledger, Accounting, Auditing, Finance, Financial Analysis, Internal Audit
Education
Bentley University 1987 — 2001
Bachelor of Science, Accounting
Brian Femia's Wolf & Company, P.C. Experience August 2004 - August 2008
Job Tax Partner at BA Major Associates
Industry Accounting
Experience
BA Major Associates October 2008 - Present
Wolf & Company, P.C. August 2004 - August 2008
Arthur Andersen 1993 - 2002
Skills
Tax Research, Income Tax, Corporate Tax, Tax Accounting, SEC filings, Partnership Taxation, Tax, CPA, Due Diligence, US Tax, S Corporations, Internal Controls, SEC Filings, Accounting, US GAAP
Education
Bentley University 1987 — 1991
BA Major Associates October 2008 - Present
Wolf & Company, P.C. August 2004 - August 2008
Arthur Andersen 1993 - 2002
Skills
Tax Research, Income Tax, Corporate Tax, Tax Accounting, SEC filings, Partnership Taxation, Tax, CPA, Due Diligence, US Tax, S Corporations, Internal Controls, SEC Filings, Accounting, US GAAP
Education
Bentley University 1987 — 1991
Victoria (Hayes) Graves, CISA, CRISC's Wolf & Company, P.C. Experience November 2002 - April 2013
Job Manager Information Security GRC at EMC
Industry Information Technology and Services
Experience
ISACA New England Chapter June 2014 - Present
EMC April 2013 - Present
Wolf & Company, P.C. November 2002 - April 2013
Skills
IT Audit, Information Security, Auditing, CISA, Internal Controls, Information Security..., Sarbanes-Oxley Act, Risk Assessment, Enterprise Risk..., Internal Audit, Vulnerability Assessment, GLBA, Social Engineering, SOC 1 / SOC 2 / SOC 3, Business Continuity..., CRISC, HIPAA, Massachusetts 201 CMR 17, ITIL v3 Foundations...
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
ISACA New England Chapter June 2014 - Present
EMC April 2013 - Present
Wolf & Company, P.C. November 2002 - April 2013
Skills
IT Audit, Information Security, Auditing, CISA, Internal Controls, Information Security..., Sarbanes-Oxley Act, Risk Assessment, Enterprise Risk..., Internal Audit, Vulnerability Assessment, GLBA, Social Engineering, SOC 1 / SOC 2 / SOC 3, Business Continuity..., CRISC, HIPAA, Massachusetts 201 CMR 17, ITIL v3 Foundations...
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Brendan Donovan, CPA, MSA's Wolf & Company, P.C. Experience September 2003 - September 2006
Job Director at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias and Mayer Hoffman McCann P.C. - Tofias New England Division September 2006 - Present
Wolf & Company, P.C. September 2003 - September 2006
Education
Suffolk University - Sawyer Business School 2003 — 2005
MSA, Accounting
Assumption College 1999 — 2003
Austin Prep 1993 — 1999
CBIZ Tofias and Mayer Hoffman McCann P.C. - Tofias New England Division September 2006 - Present
Wolf & Company, P.C. September 2003 - September 2006
Education
Suffolk University - Sawyer Business School 2003 — 2005
MSA, Accounting
Assumption College 1999 — 2003
Austin Prep 1993 — 1999
Thomas Tuniewicz's Wolf & Company, P.C. Experience January 2001 - April 2010
Job Senior Information Technology Audit Consultant at Sheshunoff Consulting + Solutions
Industry Information Technology and Services
Experience
Sheshunoff Consulting + Solutions May 2014 - Present
Clinton Savings Bank March 2010 - April 2014
Wolf & Company, P.C. January 2001 - April 2010
Pegasus Communications July 2000 - December 2000
Old Sturbridge Village July 1996 - June 2000
Southbridge Credit Union October 1991 - June 1996
EG&G January 1988 - October 1990
Rockwell International - North American Aircraft Operations October 1984 - June 1987
Skills
Risk Management
Education
Harvard University 1985 — 1991
CSS, Administration & Management
Anna Maria College 1979 — 1982
MA, Clinical Psychology
University of Maine 1974 — 1977
BA, Behavioral Sciences
Bishop Guertin High School 1970 — 1973
Sheshunoff Consulting + Solutions May 2014 - Present
Clinton Savings Bank March 2010 - April 2014
Wolf & Company, P.C. January 2001 - April 2010
Pegasus Communications July 2000 - December 2000
Old Sturbridge Village July 1996 - June 2000
Southbridge Credit Union October 1991 - June 1996
EG&G January 1988 - October 1990
Rockwell International - North American Aircraft Operations October 1984 - June 1987
Skills
Risk Management
Education
Harvard University 1985 — 1991
CSS, Administration & Management
Anna Maria College 1979 — 1982
MA, Clinical Psychology
University of Maine 1974 — 1977
BA, Behavioral Sciences
Bishop Guertin High School 1970 — 1973
Ryan Rodrigue, CISA, CISSP's Wolf & Company, P.C. Experience October 2010 - Present
Job IT Assurance Manager at Wolf and Company
Industry Information Technology and Services
Experience
Wolf & Company, P.C. October 2010 - Present
Wolf & Company, P.C. 2006 - October 2010
Computer Sciences Corporation May 2005 - June 2006
Skills
IT Audit, Information Security, Risk Assessment, Vulnerability Assessment, Penetration Testing, Social Engineering, Application Security, Business Continuity, SSAE16, Information Security..., CISA, SSAE 16
Education
Bentley University 2002 — 2006
B.S., Computer Information Systems
Wolf & Company, P.C. October 2010 - Present
Wolf & Company, P.C. 2006 - October 2010
Computer Sciences Corporation May 2005 - June 2006
Skills
IT Audit, Information Security, Risk Assessment, Vulnerability Assessment, Penetration Testing, Social Engineering, Application Security, Business Continuity, SSAE16, Information Security..., CISA, SSAE 16
Education
Bentley University 2002 — 2006
B.S., Computer Information Systems
Brian Reid, CPA's Wolf & Company, P.C. Experience July 2006 - Present
Job Audit Supervisor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. July 2006 - Present
Wolf & Company, P.C. October 2009 - September 2014
Wolf & Company, P.C. July 2006 - September 2009
Donelan's Supermarket 2000 - 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MST
Bentley University 2001 — 2005
BS, Accountancy, History Minor
St. Bernard's CCHS 1997 — 2001
Wolf & Company, P.C. July 2006 - Present
Wolf & Company, P.C. October 2009 - September 2014
Wolf & Company, P.C. July 2006 - September 2009
Donelan's Supermarket 2000 - 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MST
Bentley University 2001 — 2005
BS, Accountancy, History Minor
St. Bernard's CCHS 1997 — 2001
Kristiann Phelan's Wolf & Company, P.C. Experience October 2013 - Present
Job Performance & Development Supervisor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2013 - Present
Wolf & Company, P.C. October 2010 - October 2013
Wolf & Company, P.C. December 2006 - September 2010
Wolf & Company, P.C. December 2003 - December 2006
Eastern Bearings September 2000 - December 2003
Skills
Human Resources, Microsoft Excel, Outlook, Training, Performance Management, Learning Management, Master Scheduling, Risk Management, Management, Financial Analysis, Team Building, Sarbanes-Oxley Act, Strategic Planning, Internal Controls, Process Improvement, Auditing, Accounting, Financial Reporting
Education
University of Massachusetts Boston 1995 — 1998
Bachelor of Arts (B.A.), Psychoogy
Arizona State University 1993 — 1995
Wolf & Company, P.C. October 2013 - Present
Wolf & Company, P.C. October 2010 - October 2013
Wolf & Company, P.C. December 2006 - September 2010
Wolf & Company, P.C. December 2003 - December 2006
Eastern Bearings September 2000 - December 2003
Skills
Human Resources, Microsoft Excel, Outlook, Training, Performance Management, Learning Management, Master Scheduling, Risk Management, Management, Financial Analysis, Team Building, Sarbanes-Oxley Act, Strategic Planning, Internal Controls, Process Improvement, Auditing, Accounting, Financial Reporting
Education
University of Massachusetts Boston 1995 — 1998
Bachelor of Arts (B.A.), Psychoogy
Arizona State University 1993 — 1995
Brittany (Migoski) Joseph's Wolf & Company, P.C. Experience September 2004 - September 2007
Job SEC Reporting & Consolidation Senior Analyst at The Taubman Company
Industry Real Estate
Experience
The Taubman Company October 2007 - August 2013
Wolf & Company, P.C. September 2004 - September 2007
Skills
Financial Reporting, SEC filings, Auditing, CPA, Sarbanes-Oxley Act, Accounting, General Ledger, Internal Controls, Financial Analysis, Financial Accounting, Due Diligence, Tax, GAAP, Sarbanes-Oxley
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
Masters, Accountancy
Providence College 2000 — 2004
Bachelor of Science, Accounting
The Taubman Company October 2007 - August 2013
Wolf & Company, P.C. September 2004 - September 2007
Skills
Financial Reporting, SEC filings, Auditing, CPA, Sarbanes-Oxley Act, Accounting, General Ledger, Internal Controls, Financial Analysis, Financial Accounting, Due Diligence, Tax, GAAP, Sarbanes-Oxley
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
Masters, Accountancy
Providence College 2000 — 2004
Bachelor of Science, Accounting
Nancy Andreopoulos's Wolf & Company, P.C. Experience August 2005 - September 2009
Job Accounting Supervisor at ISO New England
Industry Banking
Experience
ISO New England September 2014 - Present
ISO New England March 2012 - September 2014
Connecticut Bank and Trust Company August 2011 - March 2012
Burgess Schultz & Robb, P.C. September 2009 - July 2011
Wolf & Company, P.C. August 2005 - September 2009
Walston & Ignagni, P.C. November 2003 - August 2005
Skills
Accounting, Tax, Financial Reporting, Internal Controls, Auditing, CPA, GAAP, Tax Research, General Ledger, US GAAP
Education
American International College 2003 — 2005
Masters, Accounting & Taxation
American International College 1999 — 2003
BS, Accounting
ISO New England September 2014 - Present
ISO New England March 2012 - September 2014
Connecticut Bank and Trust Company August 2011 - March 2012
Burgess Schultz & Robb, P.C. September 2009 - July 2011
Wolf & Company, P.C. August 2005 - September 2009
Walston & Ignagni, P.C. November 2003 - August 2005
Skills
Accounting, Tax, Financial Reporting, Internal Controls, Auditing, CPA, GAAP, Tax Research, General Ledger, US GAAP
Education
American International College 2003 — 2005
Masters, Accounting & Taxation
American International College 1999 — 2003
BS, Accounting
Greg Colwell's Wolf & Company, P.C. Experience September 1991 - November 1993
Job Director at Berkeley Point Capital LLC
Industry Real Estate
Experience
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage October 2004 - March 2012
Berkshire Mortgage Finance 2003 - 2004
Berkshire Mortgage Finance 1998 - 2003
Berkshire Property Advisors November 1993 - November 1998
Wolf & Company, P.C. September 1991 - November 1993
Skills
Financial Analysis, Financial Modeling, Due Diligence, Accounting, Valuation, SEC filings, Asset Management, Investments, Private Equity, Real Estate Economics, Finance, Structured Finance, Equities, Capital Markets, Internal Controls
Education
Bentley University 1987 — 1991
Bachelors, Accounting
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage October 2004 - March 2012
Berkshire Mortgage Finance 2003 - 2004
Berkshire Mortgage Finance 1998 - 2003
Berkshire Property Advisors November 1993 - November 1998
Wolf & Company, P.C. September 1991 - November 1993
Skills
Financial Analysis, Financial Modeling, Due Diligence, Accounting, Valuation, SEC filings, Asset Management, Investments, Private Equity, Real Estate Economics, Finance, Structured Finance, Equities, Capital Markets, Internal Controls
Education
Bentley University 1987 — 1991
Bachelors, Accounting
Karen Hoar's Wolf & Company, P.C. Experience November 2006 - Present
Job Tax Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. November 2006 - Present
Skills
Tax Research, SEC filings, Corporate Tax, Tax Accounting, Tax Returns
Education
Bentley University 1995 — 1999
Bachelors, Accounting
Wolf & Company, P.C. November 2006 - Present
Skills
Tax Research, SEC filings, Corporate Tax, Tax Accounting, Tax Returns
Education
Bentley University 1995 — 1999
Bachelors, Accounting
Christie Marotta, CPA's Wolf & Company, P.C. Experience 2000 - 2004
Job Experienced Accountant
Industry Accounting
Experience
Jed Cohen, CPA, P.C. January 2015 - Present
Northgate Advisors, Ltd. January 2007 - December 2014
Acushnet Company May 2004 - December 2006
Wolf & Company, P.C. 2000 - 2004
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Accounting
Jed Cohen, CPA, P.C. January 2015 - Present
Northgate Advisors, Ltd. January 2007 - December 2014
Acushnet Company May 2004 - December 2006
Wolf & Company, P.C. 2000 - 2004
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Accounting
Richard Caturano, CPA, CGMA's Wolf & Company, P.C. Experience 1973 - 1978
Job National Leader of Culture, Diversity and Inclusion at McGladrey
Industry Accounting
Experience
McGladrey July 2013 - Present
AICPA October 2012 - Present
McGladrey January 2012 - June 2013
McGladrey (formerly Caturano and Company) 2010 - January 2012
American Institute of Certified Public Accountants 2008 - October 2011
Caturano and Company 1978 - July 2010
Wolf & Company, P.C. 1973 - 1978
Skills
Financial Planning, Business Valuation, Tax, Corporate Tax, Accounting, Strategic Planning
Education
Bentley University
MST, Taxation
Bentley University 1970 — 1974
BSA, Accounting
McGladrey July 2013 - Present
AICPA October 2012 - Present
McGladrey January 2012 - June 2013
McGladrey (formerly Caturano and Company) 2010 - January 2012
American Institute of Certified Public Accountants 2008 - October 2011
Caturano and Company 1978 - July 2010
Wolf & Company, P.C. 1973 - 1978
Skills
Financial Planning, Business Valuation, Tax, Corporate Tax, Accounting, Strategic Planning
Education
Bentley University
MST, Taxation
Bentley University 1970 — 1974
BSA, Accounting
Leann (Morrill)Tousignant, CPA's Wolf & Company, P.C. Experience
Job Tax Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C.
Skills
Income Tax, Tax Research
Education
Bentley University 1996 — 1998
MBA, TAX
The University of Connecticut School of Business 1989 — 1990
business, accounting
alvirne high school 1981 — 1985
Wolf & Company, P.C.
Skills
Income Tax, Tax Research
Education
Bentley University 1996 — 1998
MBA, TAX
The University of Connecticut School of Business 1989 — 1990
business, accounting
alvirne high school 1981 — 1985
Ed Manzi's Wolf & Company, P.C. Experience June 1982 - September 1985
Job Chairman & CEO at Fidelity Bank
Industry Banking
Experience
Fidelity Bank July 1997 - Present
Shirley Cooperative Bank December 1990 - July 1997
First Northern Bank 1988 - 1990
Advantage Bank for Savings 1986 - 1988
Coopers & Lybrand August 1985 - September 1986
Wolf & Company, P.C. June 1982 - September 1985
Skills
Banking, Commercial Lending, Loans, Finance, Risk Management, Auditing, Small Business Lending, Credit, Investments, Financial Analysis, Strategic Planning, Commercial Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1992
MBA, Finance, High Distinction
University of Massachusetts Lowell 1977 — 1982
MS, Accounting
Fidelity Bank July 1997 - Present
Shirley Cooperative Bank December 1990 - July 1997
First Northern Bank 1988 - 1990
Advantage Bank for Savings 1986 - 1988
Coopers & Lybrand August 1985 - September 1986
Wolf & Company, P.C. June 1982 - September 1985
Skills
Banking, Commercial Lending, Loans, Finance, Risk Management, Auditing, Small Business Lending, Credit, Investments, Financial Analysis, Strategic Planning, Commercial Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1992
MBA, Finance, High Distinction
University of Massachusetts Lowell 1977 — 1982
MS, Accounting
April Kemp's Wolf & Company, P.C. Experience July 2009 - February 2011
Job Corporate Security and Resilience
Industry Banking
Experience
Citizens Financial Group, Inc. August 2014 - Present
TJX January 2013 - August 2014
TJX February 2011 - January 2013
Wolf & Company, P.C. July 2009 - February 2011
Skills
Risk Assessment, Information Security, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Information Technology, Enterprise Risk..., IT Audit, Accounting, Business Analysis, Customer Service, Auditing, Financial Analysis, Leadership, Management
Education
Bryant University 2005 — 2009
Bachelor's Degree, Computer Information Systems
Citizens Financial Group, Inc. August 2014 - Present
TJX January 2013 - August 2014
TJX February 2011 - January 2013
Wolf & Company, P.C. July 2009 - February 2011
Skills
Risk Assessment, Information Security, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Information Technology, Enterprise Risk..., IT Audit, Accounting, Business Analysis, Customer Service, Auditing, Financial Analysis, Leadership, Management
Education
Bryant University 2005 — 2009
Bachelor's Degree, Computer Information Systems
Karen Whipple's Wolf & Company, P.C. Experience November 1989 - January 1990
Job Staff Accountant for Parent Petroleum, Inc.
Industry Accounting
Experience
Parent Petroleum February 2010 - December 2012
Parent Petroleum, Inc. February 2010 - December 2012
Jackson Wabash/Div. of Garelli Wong August 2009 - January 2010
Kane County Personnel, Inc. April 1996 - April 2009
Multi-Arc, Inc. May 1995 - March 1996
North American Plastics, Inc. April 1990 - March 1995
Wolf & Company, P.C. November 1989 - January 1990
Robert J. Kearns, Inc. June 1977 - October 1989
Skills
Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Journal Entries, Accruals, Bank Reconciliation, Payroll, GAAP, Invoicing, Internal Controls, Sarbanes-Oxley Act
Education
Waubonsee Community College 1996 — 1997
Microsoft Excel and Windows '95
Northern Illinois University 1991 — 1995
CPA Review Course
Aurora University 1985 — 1991
Bachelor of Arts, Accounting
Parent Petroleum February 2010 - December 2012
Parent Petroleum, Inc. February 2010 - December 2012
Jackson Wabash/Div. of Garelli Wong August 2009 - January 2010
Kane County Personnel, Inc. April 1996 - April 2009
Multi-Arc, Inc. May 1995 - March 1996
North American Plastics, Inc. April 1990 - March 1995
Wolf & Company, P.C. November 1989 - January 1990
Robert J. Kearns, Inc. June 1977 - October 1989
Skills
Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Journal Entries, Accruals, Bank Reconciliation, Payroll, GAAP, Invoicing, Internal Controls, Sarbanes-Oxley Act
Education
Waubonsee Community College 1996 — 1997
Microsoft Excel and Windows '95
Northern Illinois University 1991 — 1995
CPA Review Course
Aurora University 1985 — 1991
Bachelor of Arts, Accounting
Leo Maguire's Wolf & Company, P.C. Experience October 1988 - November 1994
Job Vice Price President, Tax, Treasury and Risk
Industry Machinery
Experience
A. W. Chesterton Company September 2014 - Present
Watts Water Technologies November 1994 - September 2014
Wolf & Company, P.C. October 1988 - November 1994
Skills
Sarbanes-Oxley Act, Financial Reporting, Manufacturing, SEC filings, Mergers & Acquisitions, Corporate Tax, Process Improvement, Accounting, Internal Controls, Tax Research, Auditing, US GAAP, Tax Accounting, GAAP, Revenue Recognition, SEC Filings, Financial Analysis, International Tax
Education
Bentley University 1993 — 1997
Master's degree, Taxation
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science (BS), Accounting
A. W. Chesterton Company September 2014 - Present
Watts Water Technologies November 1994 - September 2014
Wolf & Company, P.C. October 1988 - November 1994
Skills
Sarbanes-Oxley Act, Financial Reporting, Manufacturing, SEC filings, Mergers & Acquisitions, Corporate Tax, Process Improvement, Accounting, Internal Controls, Tax Research, Auditing, US GAAP, Tax Accounting, GAAP, Revenue Recognition, SEC Filings, Financial Analysis, International Tax
Education
Bentley University 1993 — 1997
Master's degree, Taxation
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science (BS), Accounting
William Hornby's Wolf & Company, P.C. Experience 1988 - 1998
Job CFO at Century Bancorp, Inc.
Industry Banking
Experience
Century Bancorp, Inc. Senior Vice PresidentCapital Crossing Bank1998 - 2007
Wolf & Company, P.C. 1988 - 1998
Education
Boston College 1984 — 1988
Century Bancorp, Inc. Senior Vice PresidentCapital Crossing Bank1998 - 2007
Wolf & Company, P.C. 1988 - 1998
Education
Boston College 1984 — 1988
Angelo Spaneas CPA's Wolf & Company, P.C. Experience 2000 - 2005
Job
Industry Financial Services
Experience
Pioneer Investments 2007 - 2009
American Dental Partners 2005 - 2006
Wolf & Company, P.C. 2000 - 2005
Skills
SEC reporting, Internal Controls, Financial Reporting, Audit, SOX
Education
Bentley University 1987 — 1991
Pioneer Investments 2007 - 2009
American Dental Partners 2005 - 2006
Wolf & Company, P.C. 2000 - 2005
Skills
SEC reporting, Internal Controls, Financial Reporting, Audit, SOX
Education
Bentley University 1987 — 1991
Lauren(Yi-Chung) Hsu's Wolf & Company, P.C. Experience September 2015 - Present
Job Tax staff at Wolf & Company, P. C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2015 - Present
IRS Volunteer Income Tax Assistance Program January 2014 - March 2014
PwC June 2012 - August 2012
Fubon Financial June 2011 - August 2011
Ubee Interactive June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Auditing, Financial Accounting, Mandarin, Data Entry, Spreadsheets, Tax, Account Management, Business Analysis, Customer Service, Accounts Receivable, Forecasting, Accounting, Financial Reporting, Income Tax, Windows, Sarbanes-Oxley Act, Financial Statement..., Outlook, Business Strategy, Financial Analysis, Account Reconciliation, Internal Controls
Education
Boston College 2014 — 2015
Master of Science in Accounting, Accounting
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor, Accounting
Western Academy of Beijing 2006 — 2009
High School
Wolf & Company, P.C. September 2015 - Present
IRS Volunteer Income Tax Assistance Program January 2014 - March 2014
PwC June 2012 - August 2012
Fubon Financial June 2011 - August 2011
Ubee Interactive June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Auditing, Financial Accounting, Mandarin, Data Entry, Spreadsheets, Tax, Account Management, Business Analysis, Customer Service, Accounts Receivable, Forecasting, Accounting, Financial Reporting, Income Tax, Windows, Sarbanes-Oxley Act, Financial Statement..., Outlook, Business Strategy, Financial Analysis, Account Reconciliation, Internal Controls
Education
Boston College 2014 — 2015
Master of Science in Accounting, Accounting
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor, Accounting
Western Academy of Beijing 2006 — 2009
High School
Darroll Wotton's Wolf & Company, P.C. Experience 1999 - 2002
Job Director at Everost UK Ltd
Industry Medical Devices
Experience
Everost, Inc. June 2012 - Present
Everost UK Ltd June 2012 - Present
SECUROS January 2004 - January 2012
Wolf & Company, P.C. 1999 - 2002
Skills
Sales, Sales Management, Mergers, Due Diligence, SEC filings, Team Building, Account Management, Start-up Environment, Business Strategy, Supply Chain..., Business Intelligence, Business Process..., Business Development, Strategic Partnerships, Mergers, Strategy, Mergers & Acquisitions
Education
Bentley University 1993 — 1996
BS, Accounting
Everost, Inc. June 2012 - Present
Everost UK Ltd June 2012 - Present
SECUROS January 2004 - January 2012
Wolf & Company, P.C. 1999 - 2002
Skills
Sales, Sales Management, Mergers, Due Diligence, SEC filings, Team Building, Account Management, Start-up Environment, Business Strategy, Supply Chain..., Business Intelligence, Business Process..., Business Development, Strategic Partnerships, Mergers, Strategy, Mergers & Acquisitions
Education
Bentley University 1993 — 1996
BS, Accounting
Jade Toher, CPA, MST's Wolf & Company, P.C. Experience January 2008 - November 2010
Job Tax Supervisor at KLR
Industry Accounting
Experience
KLR October 2014 - Present
KLR November 2010 - Present
Wolf & Company, P.C. January 2008 - November 2010
Skills
Tax Research, S Corporations, Income Tax, SEC filings, Partnership Taxation, CPA, Corporate Tax, Tax Accounting, Accounting, QuickBooks, Tax Returns, US GAAP, Auditing, Tax Preparation, ProSystem fx Tax, International Tax, GAAP, CCH ProSystem fx, Financial Accounting, Tax, State Tax
Education
Bryant University 2009 — 2011
MST, Masters of Science in Taxation
Providence College 2004 — 2008
BS, Accounting
LaSalle Academy
KLR October 2014 - Present
KLR November 2010 - Present
Wolf & Company, P.C. January 2008 - November 2010
Skills
Tax Research, S Corporations, Income Tax, SEC filings, Partnership Taxation, CPA, Corporate Tax, Tax Accounting, Accounting, QuickBooks, Tax Returns, US GAAP, Auditing, Tax Preparation, ProSystem fx Tax, International Tax, GAAP, CCH ProSystem fx, Financial Accounting, Tax, State Tax
Education
Bryant University 2009 — 2011
MST, Masters of Science in Taxation
Providence College 2004 — 2008
BS, Accounting
LaSalle Academy
Christopher Brown, CPA's Wolf & Company, P.C. Experience September 2008 - July 2011
Job Senior Accountant at Interactions Corporation
Industry Accounting
Experience
Interactions Corporation June 2013 - Present
Protonex Technology Corporation July 2011 - May 2013
Protonex Technology Corporation July 2011 - October 2012
Wolf & Company, P.C. September 2008 - July 2011
Skills
Account Reconciliation, Auditing, Monthly Close Process, General Ledger, Internal Controls, Financial Reporting, Cash Flow Reporting, SEC Financial Reporting, Start-ups, Venture Financing, Accounting, Financial Statements
Education
Bryant University 2008 — 2009
MPAc, Accounting
Bryant University 2006 — 2008
BS/BA, Accounting
Interactions Corporation June 2013 - Present
Protonex Technology Corporation July 2011 - May 2013
Protonex Technology Corporation July 2011 - October 2012
Wolf & Company, P.C. September 2008 - July 2011
Skills
Account Reconciliation, Auditing, Monthly Close Process, General Ledger, Internal Controls, Financial Reporting, Cash Flow Reporting, SEC Financial Reporting, Start-ups, Venture Financing, Accounting, Financial Statements
Education
Bryant University 2008 — 2009
MPAc, Accounting
Bryant University 2006 — 2008
BS/BA, Accounting
Eric Muldowney's Wolf & Company, P.C. Experience 2014 - Present
Job Senior Tax Associate at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. 2014 - Present
WTAS 2012 - 2013
WTAS LLC July 2010 - June 2012
Yellowbook June 2009 - August 2009
Education
Boston College 2006 — 2010
Bachelor of Arts, Economics Major, Computer Science Minor
Wolf & Company, P.C. 2014 - Present
WTAS 2012 - 2013
WTAS LLC July 2010 - June 2012
Yellowbook June 2009 - August 2009
Education
Boston College 2006 — 2010
Bachelor of Arts, Economics Major, Computer Science Minor
Kristin Higgins, CPA, MST's Wolf & Company, P.C. Experience October 2014 - Present
Job Tax Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2014 - Present
HarbourVest Partners December 2012 - September 2014
Wolf & Company, P.C. January 2008 - December 2012
Betro & Company, P.C. September 2007 - January 2008
Skills
Partnership Taxation, Private Equity, Hedge Funds, Tax, CPA, Tax Research
Education
Bentley University 2010 — 2012
MST, Masters in Taxation
Bryant University 2003 — 2007
BSBA, Accounting
Wolf & Company, P.C. October 2014 - Present
HarbourVest Partners December 2012 - September 2014
Wolf & Company, P.C. January 2008 - December 2012
Betro & Company, P.C. September 2007 - January 2008
Skills
Partnership Taxation, Private Equity, Hedge Funds, Tax, CPA, Tax Research
Education
Bentley University 2010 — 2012
MST, Masters in Taxation
Bryant University 2003 — 2007
BSBA, Accounting
Jessica Keefe's Wolf & Company, P.C. Experience August 2012 - November 2013
Job Tax & Audit Staff Accountant at Sandler & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. August 2012 - November 2013
Jay B. Chadwick, CPA January 2012 - July 2012
Fairfield University September 2008 - May 2012
Lumesis Inc September 2011 - December 2011
Tauck World Discovery September 2011 - December 2011
Skills
Microsoft Office..., Pro-System FX (Tax..., GoSystems, BNA software, Creative Solutions..., Tax Accounting, Lacerte, Corporate Tax, Partnership Tax, Individual Tax, High Net Worth..., ProFx Engagement, Fiduciary Tax, Income Tax, Tax Returns, Tax Preparation, Auditing, Finance, Tax, PowerPoint, Accounting, Microsoft Excel, Microsoft Office, Partnership Taxation, Financial Statements, Financial Analysis
Education
Bentley University 2015 — 2020
Master’s Degree, Master of Science in Taxation (MST)
Fairfield University 2008 — 2012
Bachelor's, Accounting & Finance
Hingham High School - Hingham, MA 2004 — 2008
Diploma
Wolf & Company, P.C. August 2012 - November 2013
Jay B. Chadwick, CPA January 2012 - July 2012
Fairfield University September 2008 - May 2012
Lumesis Inc September 2011 - December 2011
Tauck World Discovery September 2011 - December 2011
Skills
Microsoft Office..., Pro-System FX (Tax..., GoSystems, BNA software, Creative Solutions..., Tax Accounting, Lacerte, Corporate Tax, Partnership Tax, Individual Tax, High Net Worth..., ProFx Engagement, Fiduciary Tax, Income Tax, Tax Returns, Tax Preparation, Auditing, Finance, Tax, PowerPoint, Accounting, Microsoft Excel, Microsoft Office, Partnership Taxation, Financial Statements, Financial Analysis
Education
Bentley University 2015 — 2020
Master’s Degree, Master of Science in Taxation (MST)
Fairfield University 2008 — 2012
Bachelor's, Accounting & Finance
Hingham High School - Hingham, MA 2004 — 2008
Diploma
Amanda Gagne's Wolf & Company, P.C. Experience September 2007 - Present
Job Tax Senior at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2007 - Present
Education
American International College 2010 — 2012
Master's degree, Accounting and Taxation
Bryant University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Wolf & Company, P.C. September 2007 - Present
Education
American International College 2010 — 2012
Master's degree, Accounting and Taxation
Bryant University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Cristina Di Cecca Prentis's Wolf & Company, P.C. Experience September 2007 - April 2011
Job AVP, Accounting Manager at Admirals Bank
Industry Banking
Experience
Admirals Bank July 2014 - Present
Admirals Bank January 2013 - July 2014
Admirals Bank April 2011 - January 2013
Wolf & Company, P.C. September 2007 - April 2011
Skills
Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, Financial Accounting, General Ledger, Call Reporting, Reconcilement, CPA, Internal Audit, Banking, US GAAP, Finance
Education
Suffolk University 2014 — 2017
Master's degree, Accounting
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Fontbonne Academy 1999 — 2003
Admirals Bank July 2014 - Present
Admirals Bank January 2013 - July 2014
Admirals Bank April 2011 - January 2013
Wolf & Company, P.C. September 2007 - April 2011
Skills
Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, Financial Accounting, General Ledger, Call Reporting, Reconcilement, CPA, Internal Audit, Banking, US GAAP, Finance
Education
Suffolk University 2014 — 2017
Master's degree, Accounting
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Fontbonne Academy 1999 — 2003
Laura Stanton's Wolf & Company, P.C. Experience July 2015 - Present
Job Tax Senior at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. July 2015 - Present
Goodwin Partners LLP February 2013 - July 2015
Education
Bentley University 2013 — 2016
Master of Science, Taxation
Bentley University 2010 — 2013
Bachelor of Science (BS), Accounting
Wolf & Company, P.C. July 2015 - Present
Goodwin Partners LLP February 2013 - July 2015
Education
Bentley University 2013 — 2016
Master of Science, Taxation
Bentley University 2010 — 2013
Bachelor of Science (BS), Accounting