Wolf & Company, P.C.
Wolf & Company, P.C. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wolf & Company, P.C.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wolf & Company, P.C. Salaries. You can even request information on how much does Wolf & Company, P.C. pay if you want to. Learn about salaries, pros and cons of working for Wolf & Company, P.C. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
351 Wolf & Company, P.C. employees in database. Find out everything there's to know about Wolf & Company, P.C. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wolf & Company, P.C. Employees
Employee
Years
Job
Industry
Utkarsh Dave Utkarsh Dave's Wolf & Company, P.C. Experience December 2007 - June 2010
Job Senior Internal IT Auditor at Verizon
Industry Telecommunications
Experience
Verizon December 2014 - Present
Verizon October 2013 - Present
XL Capital June 2010 - June 2013
Wolf & Company, P.C. December 2007 - June 2010
The Hartford July 2004 - November 2007
Skills
CISA, Information Security, Disaster Recovery, Internal Audit, Social Engineering, Internal Controls, Application Security, Business Continuity, Auditing, Vulnerability Assessment, Requirements Gathering, PeopleSoft ERP, Infrastructure Security, Pre-Implementation..., IT General Controls, COBIT, PeopleSoft, IT Controls, Process Improvement, Business Process, Sarbanes-Oxley Act, Risk Assessment, Risk Management, IT Audit, Information Technology
Education
Central Connecticut State University 2001 — 2005
B.S IT, Information Technology
Verizon December 2014 - Present
Verizon October 2013 - Present
XL Capital June 2010 - June 2013
Wolf & Company, P.C. December 2007 - June 2010
The Hartford July 2004 - November 2007
Skills
CISA, Information Security, Disaster Recovery, Internal Audit, Social Engineering, Internal Controls, Application Security, Business Continuity, Auditing, Vulnerability Assessment, Requirements Gathering, PeopleSoft ERP, Infrastructure Security, Pre-Implementation..., IT General Controls, COBIT, PeopleSoft, IT Controls, Process Improvement, Business Process, Sarbanes-Oxley Act, Risk Assessment, Risk Management, IT Audit, Information Technology
Education
Central Connecticut State University 2001 — 2005
B.S IT, Information Technology
Richard Hayward, Jr., CPA Richard Hayward, Jr., CPA's Wolf & Company, P.C. Experience 1999 - 2004
Job SVP/CFO/Treasurer at Clinton Savings Bank
Industry Banking
Experience
Clinton Savings Bank February 2011 - Present
Digital Federal Credit Union April 2004 - February 2011
Wolf & Company, P.C. 1999 - 2004
Skills
Finance & Accounting, Banking, Financial Analysis, Risk Management, Consumer Lending, Accounting, Credit, Sarbanes-Oxley Act, Commercial Lending, Financial Reporting, Process Improvement, SEC filings, Strategic Financial..., Budgets, Financial Risk, Auditing
Education
Merrimack College 1995 — 1999
Bachelor's degree, Accounting
Clinton Savings Bank February 2011 - Present
Digital Federal Credit Union April 2004 - February 2011
Wolf & Company, P.C. 1999 - 2004
Skills
Finance & Accounting, Banking, Financial Analysis, Risk Management, Consumer Lending, Accounting, Credit, Sarbanes-Oxley Act, Commercial Lending, Financial Reporting, Process Improvement, SEC filings, Strategic Financial..., Budgets, Financial Risk, Auditing
Education
Merrimack College 1995 — 1999
Bachelor's degree, Accounting
Maureen Grove, CPA, MBA Maureen Grove, CPA, MBA's Wolf & Company, P.C. Experience 1982 - 1985
Job Chief Financial Officer at Friedman Properties, Ltd.
Industry Accounting
Experience
Friedman Properties, Ltd. June 2015 - Present
Real Estate Shared Services LLC November 2014 - Present
MB Real Estate Services Inc. February 2001 - April 2014
Winston Management January 1996 - February 2001
Equity Property and Development, LP (Zell organization) January 1993 - 1996
Self Employed 1990 - 1993
Sanwa Business Credit Corporation 1987 - 1989
Heller Financial (GE Finance) 1985 - 1987
Wolf & Company, P.C. 1982 - 1985
Skills
Due Diligence, Financial Modeling, Finance, Financial Reporting, Real Estate Development, Commercial Real Estate, Accounting, Brokerage, Portfolio Management, Loans, Property Management, Real Estate, Lease Administration, Investment Properties, Acquisitions, Disposition, Leases, Valuation, Credit, Construction, Asset Management, Investments, Auditing, Real Estate Economics, Lease Negotiations, Financial Analysis, Budgets, Mergers, Cash Flow, Property, Corporate Real Estate, Workout, IFRS, US GAAP, Underwriting, Servicing, Forecasting, Budgeting, Internal Controls, GAAP, Risk Management, Private Equity, Real Estate Transactions, Strategy, Affordable Housing, Cash Flow Forecasting, Consolidation, Tax, CPA, IPO
Education
Southern Illinois University, Carbondale 1981 — 1982
BS, MBA, Accounting and Finance
Southern Illinois University, Carbondale 1978 — 1981
Master of Business Administration (MBA), BS in Accounting, Accounting and Finance
Friedman Properties, Ltd. June 2015 - Present
Real Estate Shared Services LLC November 2014 - Present
MB Real Estate Services Inc. February 2001 - April 2014
Winston Management January 1996 - February 2001
Equity Property and Development, LP (Zell organization) January 1993 - 1996
Self Employed 1990 - 1993
Sanwa Business Credit Corporation 1987 - 1989
Heller Financial (GE Finance) 1985 - 1987
Wolf & Company, P.C. 1982 - 1985
Skills
Due Diligence, Financial Modeling, Finance, Financial Reporting, Real Estate Development, Commercial Real Estate, Accounting, Brokerage, Portfolio Management, Loans, Property Management, Real Estate, Lease Administration, Investment Properties, Acquisitions, Disposition, Leases, Valuation, Credit, Construction, Asset Management, Investments, Auditing, Real Estate Economics, Lease Negotiations, Financial Analysis, Budgets, Mergers, Cash Flow, Property, Corporate Real Estate, Workout, IFRS, US GAAP, Underwriting, Servicing, Forecasting, Budgeting, Internal Controls, GAAP, Risk Management, Private Equity, Real Estate Transactions, Strategy, Affordable Housing, Cash Flow Forecasting, Consolidation, Tax, CPA, IPO
Education
Southern Illinois University, Carbondale 1981 — 1982
BS, MBA, Accounting and Finance
Southern Illinois University, Carbondale 1978 — 1981
Master of Business Administration (MBA), BS in Accounting, Accounting and Finance
Lia Mancuso Lia Mancuso's Wolf & Company, P.C. Experience January 2013 - April 2013
Job Data Analyst at Northeastern University
Industry Higher Education
Experience
Northeastern University Office of Institutional Research May 2015 - Present
Northeastern University Office of the Registrar September 2014 - April 2015
Northeastern University Information Technology Services September 2013 - August 2014
Northeastern University Office of the Registrar February 2014 - June 2014
Wolf & Company, P.C. January 2013 - April 2013
Northeastern University Resident Student Association May 2012 - April 2013
Skills
Data Entry, Spreadsheets, Microsoft Office, Close Attention to..., Always Punctual, Highly Ambitious, Invoicing, Filing, Tax, Time Management, Account Reconciliation, Budgets, Critical Thinking, Highly detail oriented, Microsoft Excel, PowerPoint, Data Analysis, Analytical Skills, Team-oriented, Oral & Written..., Telephone Skills, Organization &..., Higher Education..., Event Planning
Education
Northeastern University 2015 — 2017
Master’s Degree, Nonprofit Management
Northeastern University 2011 — 2015
Bachelor of Science (BS), Accounting and Economics
Brighton High School 2007 — 2011
High School
Northeastern University Office of Institutional Research May 2015 - Present
Northeastern University Office of the Registrar September 2014 - April 2015
Northeastern University Information Technology Services September 2013 - August 2014
Northeastern University Office of the Registrar February 2014 - June 2014
Wolf & Company, P.C. January 2013 - April 2013
Northeastern University Resident Student Association May 2012 - April 2013
Skills
Data Entry, Spreadsheets, Microsoft Office, Close Attention to..., Always Punctual, Highly Ambitious, Invoicing, Filing, Tax, Time Management, Account Reconciliation, Budgets, Critical Thinking, Highly detail oriented, Microsoft Excel, PowerPoint, Data Analysis, Analytical Skills, Team-oriented, Oral & Written..., Telephone Skills, Organization &..., Higher Education..., Event Planning
Education
Northeastern University 2015 — 2017
Master’s Degree, Nonprofit Management
Northeastern University 2011 — 2015
Bachelor of Science (BS), Accounting and Economics
Brighton High School 2007 — 2011
High School
Aki Mathieu, CPA Aki Mathieu, CPA's Wolf & Company, P.C. Experience January 2015 - June 2015
Job Staff Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. January 2015 - June 2015
LaPointe, Torrisi, Stanley & Co., PC June 2014 - January 2015
Melanson Heath June 2013 - June 2014
Enterprise Holdings Inc. May 2011 - May 2013
US Navy September 2003 - August 2008
Skills
Journal Entries, General Ledger, Account Reconciliation, Accruals, Reconciliation, Financial Accounting, PeopleSoft Financial, PeopleSoft, Bank Reconciliation, GAAP, Cost Accounting, Financial Statements, QuickBooks, Access, Financial Analysis, Fixed Assets, Accounts Payable, Accounting, Outlook, Accounts Receivable
Education
University of New Hampshire-Manchester
Master of Business Administration (M.B.A.)
Southern New Hampshire University 2011 — 2012
Master of Science
Wolf & Company, P.C. January 2015 - June 2015
LaPointe, Torrisi, Stanley & Co., PC June 2014 - January 2015
Melanson Heath June 2013 - June 2014
Enterprise Holdings Inc. May 2011 - May 2013
US Navy September 2003 - August 2008
Skills
Journal Entries, General Ledger, Account Reconciliation, Accruals, Reconciliation, Financial Accounting, PeopleSoft Financial, PeopleSoft, Bank Reconciliation, GAAP, Cost Accounting, Financial Statements, QuickBooks, Access, Financial Analysis, Fixed Assets, Accounts Payable, Accounting, Outlook, Accounts Receivable
Education
University of New Hampshire-Manchester
Master of Business Administration (M.B.A.)
Southern New Hampshire University 2011 — 2012
Master of Science
Rich Spencer, CPA Rich Spencer, CPA's Wolf & Company, P.C. Experience June 1999 - October 2002
Job Executive Vice President and Chief Financial Officer at Mutual Bank
Industry Banking
Experience
Mutual Bank October 2002 - Present
Wolf & Company, P.C. June 1999 - October 2002
Education
Ithaca College 1997 — 1999
Bachelor's degree, Accounting
Mutual Bank October 2002 - Present
Wolf & Company, P.C. June 1999 - October 2002
Education
Ithaca College 1997 — 1999
Bachelor's degree, Accounting
Jesica Corbo Jesica Corbo's Wolf & Company, P.C. Experience May 2011 - October 2013
Job Senior Administrative Assistant, Mergers & Acquisitions Tax at KPMG US
Industry Accounting
Experience
KPMG US May 2015 - Present
Dubin Clark & Company, Inc. November 2013 - November 2014
Wolf & Company, P.C. May 2011 - October 2013
Securitas Security Services USA, Inc. 2010 - 2011
Dedham Television 2008 - October 2010
Especially for Pets 2004 - 2007
Skills
Administrative..., Stage Management, Communication Skills, Word Processing, Practice CS, Microsoft Excel
Education
Regis College 2003 — 2007
Bachelor of Arts (B.A.), Theatre
KPMG US May 2015 - Present
Dubin Clark & Company, Inc. November 2013 - November 2014
Wolf & Company, P.C. May 2011 - October 2013
Securitas Security Services USA, Inc. 2010 - 2011
Dedham Television 2008 - October 2010
Especially for Pets 2004 - 2007
Skills
Administrative..., Stage Management, Communication Skills, Word Processing, Practice CS, Microsoft Excel
Education
Regis College 2003 — 2007
Bachelor of Arts (B.A.), Theatre
Scott Noddin, CA Scott Noddin, CA's Wolf & Company, P.C. Experience November 2014 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. November 2014 - Present
Collins Barrow September 2012 - November 2014
Grant Thornton September 2010 - July 2012
Skills
GAAP, Financial Accounting, Auditing, General Ledger, Income Tax, IFRS, Accounting, Financial Reporting, Financial Analysis, Internal Controls, Corporate Tax, Tax, Microsoft Excel, Assurance, Financial Statements, External Audit
Education
Saint Mary's University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance, Governor General's Silver Medalist
Queen Elizabeth High School 2003 — 2006
High School
Wolf & Company, P.C. November 2014 - Present
Collins Barrow September 2012 - November 2014
Grant Thornton September 2010 - July 2012
Skills
GAAP, Financial Accounting, Auditing, General Ledger, Income Tax, IFRS, Accounting, Financial Reporting, Financial Analysis, Internal Controls, Corporate Tax, Tax, Microsoft Excel, Assurance, Financial Statements, External Audit
Education
Saint Mary's University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance, Governor General's Silver Medalist
Queen Elizabeth High School 2003 — 2006
High School
Peter Chapman's Wolf & Company, P.C. Experience 2005 - 2008
Job Principal FinTech Strategist at Backbase
Industry Information Technology and Services
Experience
Backbase November 2013 - Present
First Trade Union Bank April 2010 - November 2013
Georgetown Savings Bank February 2008 - April 2010
Wolf & Company, P.C. 2005 - 2008
The Eagle-Tribune 2005 - 2005
U.S. House of Representatives 2004 - 2005
Skills
Strategic Planning, Budgeting, Risk Management, Virtualization, IT Audit, WAN, VoIP, Mobile Applications, Mobile Technology, Network Design, Internet Banking, Commercial Banking, Retail Banking, Banking, Core Banking, IT Strategy, Commercial Lending, Budgets, Enterprise Risk..., Vendor Management, Business Continuity, Information Security, Financial Risk, Cash Management, GLBA, AML, Product Management, Strategic Alliances, Consulting, Compliance, Banking Operations
Education
Gordon College 1999 — 2003
Bachelor of Arts (B.A.)
Backbase November 2013 - Present
First Trade Union Bank April 2010 - November 2013
Georgetown Savings Bank February 2008 - April 2010
Wolf & Company, P.C. 2005 - 2008
The Eagle-Tribune 2005 - 2005
U.S. House of Representatives 2004 - 2005
Skills
Strategic Planning, Budgeting, Risk Management, Virtualization, IT Audit, WAN, VoIP, Mobile Applications, Mobile Technology, Network Design, Internet Banking, Commercial Banking, Retail Banking, Banking, Core Banking, IT Strategy, Commercial Lending, Budgets, Enterprise Risk..., Vendor Management, Business Continuity, Information Security, Financial Risk, Cash Management, GLBA, AML, Product Management, Strategic Alliances, Consulting, Compliance, Banking Operations
Education
Gordon College 1999 — 2003
Bachelor of Arts (B.A.)
Hillary Burr, CPA Hillary Burr, CPA's Wolf & Company, P.C. Experience September 2000 - Present
Job Principal at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2000 - Present
Skills
Tax Research, CPA, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Tax
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Northeastern University
Master of Science in Taxation
Wolf & Company, P.C. September 2000 - Present
Skills
Tax Research, CPA, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Tax
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Northeastern University
Master of Science in Taxation
Chris Korsgard Chris Korsgard's Wolf & Company, P.C. Experience November 1989 - March 1995
Job CPA, Partner, Sikich Technology
Industry Information Technology and Services
Experience
Sikich September 2002 - Present
Softbite Solutions March 1995 - September 2002
Wolf & Company, P.C. November 1989 - March 1995
Price Waterhouse Coopers August 1983 - November 1989
Skills
Microsoft Dynamics, Consulting, Tax, CPA, CRM, Professional Services, Microsoft CRM, Management Consulting, ERP, Navision, E-commerce, Great Plains Software, Financial Analysis, Leadership, Accounting, Business Intelligence, Business Process, Finance, Information Technology, Supply Chain, Mergers & Acquisitions, New Business Development
Education
Illinois State University 1979 — 1984
Bachelor of Science (B.S.), Accounting (CPA) and Business Information Systems
Peoria Richwoods High School 1975 — 1979
Sikich September 2002 - Present
Softbite Solutions March 1995 - September 2002
Wolf & Company, P.C. November 1989 - March 1995
Price Waterhouse Coopers August 1983 - November 1989
Skills
Microsoft Dynamics, Consulting, Tax, CPA, CRM, Professional Services, Microsoft CRM, Management Consulting, ERP, Navision, E-commerce, Great Plains Software, Financial Analysis, Leadership, Accounting, Business Intelligence, Business Process, Finance, Information Technology, Supply Chain, Mergers & Acquisitions, New Business Development
Education
Illinois State University 1979 — 1984
Bachelor of Science (B.S.), Accounting (CPA) and Business Information Systems
Peoria Richwoods High School 1975 — 1979
Timothy J. Hadden's Wolf & Company, P.C. Experience January 2012 - April 2012
Job Sales and Leasing Agent at Marston Beacon Hill
Industry Research
Experience
Marston Beacon Hill December 2014 - Present
Brown Brothers Harriman April 2014 - November 2014
O'Malley & Harvey, LLP May 2013 - December 2013
Big Brothers Big Sisters of Western New Hampshire July 2012 - August 2012
Wolf & Company, P.C. January 2012 - April 2012
Keene State College - Grounds Department May 2010 - September 2011
Skills
Legal Writing, Legal Research, Research, Privacy Law, Social Media, Fundraising, Economics, Econometrics, Stata, Data Analysis, Data Entry, Microsoft Excel, Microsoft Office, Statistics, Tax Preparation, Nonprofits, Non-profit Volunteer, Administrative..., PowerPoint, Customer Service, Public Speaking, Financial Analysis
Education
Northeastern University 2010 — 2013
Bachelor of Science (BS), Economics, Minor in International Affairs
Emerson College 2009 — 2010
Writing, Literature, & Publishing
Marston Beacon Hill December 2014 - Present
Brown Brothers Harriman April 2014 - November 2014
O'Malley & Harvey, LLP May 2013 - December 2013
Big Brothers Big Sisters of Western New Hampshire July 2012 - August 2012
Wolf & Company, P.C. January 2012 - April 2012
Keene State College - Grounds Department May 2010 - September 2011
Skills
Legal Writing, Legal Research, Research, Privacy Law, Social Media, Fundraising, Economics, Econometrics, Stata, Data Analysis, Data Entry, Microsoft Excel, Microsoft Office, Statistics, Tax Preparation, Nonprofits, Non-profit Volunteer, Administrative..., PowerPoint, Customer Service, Public Speaking, Financial Analysis
Education
Northeastern University 2010 — 2013
Bachelor of Science (BS), Economics, Minor in International Affairs
Emerson College 2009 — 2010
Writing, Literature, & Publishing
Derek Thomas, MSA Derek Thomas, MSA's Wolf & Company, P.C. Experience October 2014 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2012 - September 2014
The Washington Trust Company June 2011 - January 2012
Arbor Benefit Group May 2009 - June 2011
Skills
Accounting, Accounts Payable, General Ledger, Account Reconciliation, Journal Entries, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, GAAP, Financial Analysis, SEC filings, US GAAP, Social Media, QuickBooks, CPA, ACL Software, NetSuite, IDEA Software, SEC Filings
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Science in Accounting, Accounting
Providence College 2008 — 2012
BS, Accountancy, Minor of Finance
Farmington High School 2004 — 2008
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2012 - September 2014
The Washington Trust Company June 2011 - January 2012
Arbor Benefit Group May 2009 - June 2011
Skills
Accounting, Accounts Payable, General Ledger, Account Reconciliation, Journal Entries, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, GAAP, Financial Analysis, SEC filings, US GAAP, Social Media, QuickBooks, CPA, ACL Software, NetSuite, IDEA Software, SEC Filings
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Science in Accounting, Accounting
Providence College 2008 — 2012
BS, Accountancy, Minor of Finance
Farmington High School 2004 — 2008
Deirdre Driscoll Deirdre Driscoll's Wolf & Company, P.C. Experience October 2009 - August 2011
Job CPA
Industry Accounting
Experience
Numeric Investors LLC January 2015 - Present
Numeric Investors October 2013 - Present
Numeric Investors June 2012 - September 2013
Clean Harbors August 2011 - June 2012
Wolf & Company, P.C. October 2009 - August 2011
Pannos Marketing September 2008 - December 2008
Wolf & Company, P.C. June 2008 - August 2008
Skills
Financial Reporting, Cash Flow, General Ledger, GAAP, SEC reporting, Budgets, SEC filings, Auditing, Accounting, Account Reconciliation, Financial Statements, Accounts Payable, Finance
Education
Northeastern University 2009 — 2010
MSA, Accounting
Saint Anselm College 2005 — 2009
BA, Accounting
Numeric Investors LLC January 2015 - Present
Numeric Investors October 2013 - Present
Numeric Investors June 2012 - September 2013
Clean Harbors August 2011 - June 2012
Wolf & Company, P.C. October 2009 - August 2011
Pannos Marketing September 2008 - December 2008
Wolf & Company, P.C. June 2008 - August 2008
Skills
Financial Reporting, Cash Flow, General Ledger, GAAP, SEC reporting, Budgets, SEC filings, Auditing, Accounting, Account Reconciliation, Financial Statements, Accounts Payable, Finance
Education
Northeastern University 2009 — 2010
MSA, Accounting
Saint Anselm College 2005 — 2009
BA, Accounting
Lindsay Scarcella's Wolf & Company, P.C. Experience September 2007 - June 2010
Job Accounting Manager, Bulk Organics at Harvest Power, Inc.
Industry Accounting
Experience
Harvest Power, Inc. December 2014 - Present
Harvest Power, Inc. May 2012 - December 2014
NEI July 2010 - May 2012
Wolf & Company, P.C. September 2007 - June 2010
Skills
SEC filings, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, General Ledger, Great Plains Software, Process Improvement, Internal Controls, Auditing, GAAP, CPA, US GAAP, Financial Accounting, SEC Filings
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2015
Master of Business Administration (MBA)
Providence College 2003 — 2007
B.S., Accountancy
Needham High School 1999 — 2003
Harvest Power, Inc. December 2014 - Present
Harvest Power, Inc. May 2012 - December 2014
NEI July 2010 - May 2012
Wolf & Company, P.C. September 2007 - June 2010
Skills
SEC filings, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, General Ledger, Great Plains Software, Process Improvement, Internal Controls, Auditing, GAAP, CPA, US GAAP, Financial Accounting, SEC Filings
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2015
Master of Business Administration (MBA)
Providence College 2003 — 2007
B.S., Accountancy
Needham High School 1999 — 2003
Joanna Sbordone Joanna Sbordone's Wolf & Company, P.C. Experience September 2012 - June 2014
Job Assurance Senior at McGladrey
Industry Accounting
Experience
McGladrey July 2014 - Present
Wolf & Company, P.C. September 2012 - June 2014
Fidelity Investments June 2011 - October 2011
Skills
Training, Accounting
Education
Providence College 2008 — 2012
BS, Accounting
McGladrey July 2014 - Present
Wolf & Company, P.C. September 2012 - June 2014
Fidelity Investments June 2011 - October 2011
Skills
Training, Accounting
Education
Providence College 2008 — 2012
BS, Accounting
Zack Whiting Zack Whiting's Wolf & Company, P.C. Experience October 2011 - May 2012
Job Founder & Coowner at DW Solutions, Inc.
Industry Accounting
Experience
RE/MAX Real Estate Center October 2014 - Present
Petrucci Construction Inc. October 2012 - Present
DW Solutions, Inc. June 2012 - Present
Century 21 O'neil & Associates September 2010 - October 2014
Wolf & Company, P.C. October 2011 - May 2012
Sean F. Murphy CPA, LLC June 2008 - October 2011
Concor Property LLC February 2009 - September 2011
Skills
Real Estate, Investment Properties, Short Sales, REO, Accounting, Residential Homes, Tax, Financial Reporting, Financial Analysis, QuickBooks, Corporate Tax, Microsoft Excel, Tax Returns, Microsoft Office, Financial Modeling, Valuation, Sales, Due Diligence, CPA, Investments, Tax Preparation
Education
Bryant University 2004 — 2008
BSBA, Accounting
RE/MAX Real Estate Center October 2014 - Present
Petrucci Construction Inc. October 2012 - Present
DW Solutions, Inc. June 2012 - Present
Century 21 O'neil & Associates September 2010 - October 2014
Wolf & Company, P.C. October 2011 - May 2012
Sean F. Murphy CPA, LLC June 2008 - October 2011
Concor Property LLC February 2009 - September 2011
Skills
Real Estate, Investment Properties, Short Sales, REO, Accounting, Residential Homes, Tax, Financial Reporting, Financial Analysis, QuickBooks, Corporate Tax, Microsoft Excel, Tax Returns, Microsoft Office, Financial Modeling, Valuation, Sales, Due Diligence, CPA, Investments, Tax Preparation
Education
Bryant University 2004 — 2008
BSBA, Accounting
Erica Leone's Wolf & Company, P.C. Experience December 2012 - June 2013
Job Quality Assurance Analyst at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. September 2013 - January 2015
New England College of Business and Finance July 2012 - January 2014
Wolf & Company, P.C. December 2012 - June 2013
First Republic Bank July 2006 - January 2012
Commerce Bank November 2004 - June 2006
HSBC July 2002 - November 2004
Skills
Private Banking, Banking Operations, Compliance, Client Services, Bank Management, Risk Management, Operational Efficiency, Time Management, Enterprise Risk..., AML, Portfolio Management, Anti Money Laundering, Banking
Education
New England College of Business and Finance 2012 — 2013
Master's degree, Business Ethics and Compliance, Final GPA - 3.97
State University of New York at Albany
Bachelor of Arts (BA), Psychology
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. September 2013 - January 2015
New England College of Business and Finance July 2012 - January 2014
Wolf & Company, P.C. December 2012 - June 2013
First Republic Bank July 2006 - January 2012
Commerce Bank November 2004 - June 2006
HSBC July 2002 - November 2004
Skills
Private Banking, Banking Operations, Compliance, Client Services, Bank Management, Risk Management, Operational Efficiency, Time Management, Enterprise Risk..., AML, Portfolio Management, Anti Money Laundering, Banking
Education
New England College of Business and Finance 2012 — 2013
Master's degree, Business Ethics and Compliance, Final GPA - 3.97
State University of New York at Albany
Bachelor of Arts (BA), Psychology
John Salvatore Piantedosi, MSA's Wolf & Company, P.C. Experience September 2013 - April 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Wolf & Company, P.C. September 2013 - April 2015
V & F Enterprises Inc May 2010 - November 2012
Remote Quality Bookkeeping December 2011 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, Valuation, Customer Service, Social Media, Due Diligence, Mergers, Team Leadership, Photoshop, Facebook, Strategic Planning, Business Strategy, Entrepreneurship, Analysis, Leadership, Account Reconciliation, Access, Accounting, Salesforce.com, Time Management
Education
Northeastern University 2013 — 2014
Graduate School of Professional Accounting, Finance and Management
Stonehill College 2009 — 2013
Bachelor of Science (BS), Accounting and Economics
University of International Business and Economics 2011 — 2011
Study Abroad Program, International Business and Economics
Acton-Boxborough
High School
Fidelity Investments April 2015 - Present
Wolf & Company, P.C. September 2013 - April 2015
V & F Enterprises Inc May 2010 - November 2012
Remote Quality Bookkeeping December 2011 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, Valuation, Customer Service, Social Media, Due Diligence, Mergers, Team Leadership, Photoshop, Facebook, Strategic Planning, Business Strategy, Entrepreneurship, Analysis, Leadership, Account Reconciliation, Access, Accounting, Salesforce.com, Time Management
Education
Northeastern University 2013 — 2014
Graduate School of Professional Accounting, Finance and Management
Stonehill College 2009 — 2013
Bachelor of Science (BS), Accounting and Economics
University of International Business and Economics 2011 — 2011
Study Abroad Program, International Business and Economics
Acton-Boxborough
High School
Brendan Connors Brendan Connors's Wolf & Company, P.C. Experience September 2002 - April 2005
Job CFO at Terra's Kitchen
Industry Health, Wellness and Fitness
Experience
Tessemae's All Natural November 2013 - July 2015
Medifast, Inc May 2010 - November 2012
Medifast, Inc April 2005 - May 2010
Wolf & Company, P.C. September 2002 - April 2005
Arthur Andersen June 2001 - June 2002
Skills
High Growth Companies, Senior Executive..., Profit Maximization, Finance Function..., Cross Functional..., Key Performance..., Business Decision Making, Development Of Employees, Business Intelligence, Financial Forecasting, Mergers & Acquisitions, Direct Marketing, Direct Sales, System Implementations, Tax Advisory, Internal Audit, Supply Chain Operations, Information Technology, Retail, Board of Directors..., Strategy, Financial Reporting, Forecasting, Accounting, Budgets, Strategic Planning
Education
James Madison University 1996 — 2000
Bachelor of Business Administration, Accounting and Finance
Tessemae's All Natural November 2013 - July 2015
Medifast, Inc May 2010 - November 2012
Medifast, Inc April 2005 - May 2010
Wolf & Company, P.C. September 2002 - April 2005
Arthur Andersen June 2001 - June 2002
Skills
High Growth Companies, Senior Executive..., Profit Maximization, Finance Function..., Cross Functional..., Key Performance..., Business Decision Making, Development Of Employees, Business Intelligence, Financial Forecasting, Mergers & Acquisitions, Direct Marketing, Direct Sales, System Implementations, Tax Advisory, Internal Audit, Supply Chain Operations, Information Technology, Retail, Board of Directors..., Strategy, Financial Reporting, Forecasting, Accounting, Budgets, Strategic Planning
Education
James Madison University 1996 — 2000
Bachelor of Business Administration, Accounting and Finance
Carolyn Craft's Wolf & Company, P.C. Experience December 2014 - Present
Job Tax Intern at Wolf & Company, P.C.
Industry Higher Education
Experience
Wolf & Company, P.C. December 2014 - Present
Electric Insurance Company February 2014 - Present
Endicott College September 2012 - Present
Erland Construction January 2013 - August 2013
Kohl's Department Stores June 2011 - 2013
Skills
Time Management, PowerPoint, Microsoft Office, Spreadsheets, Coaching, Strategic Planning, Microsoft Excel, Retail, Fundraising, Public Speaking, Teamwork, Customer Service, Data Entry, Data Analysis, Telephone Skills, Customer Satisfaction, Microsoft Word, QuickBooks, Social Media, Sales, Outlook, Administrative..., Social Networking, Leadership, Access, Analysis
Education
Endicott College 2012 — 2016
Business Administration and Management, General
Tewksbury Memorial High School 2008 — 2012
Wolf & Company, P.C. December 2014 - Present
Electric Insurance Company February 2014 - Present
Endicott College September 2012 - Present
Erland Construction January 2013 - August 2013
Kohl's Department Stores June 2011 - 2013
Skills
Time Management, PowerPoint, Microsoft Office, Spreadsheets, Coaching, Strategic Planning, Microsoft Excel, Retail, Fundraising, Public Speaking, Teamwork, Customer Service, Data Entry, Data Analysis, Telephone Skills, Customer Satisfaction, Microsoft Word, QuickBooks, Social Media, Sales, Outlook, Administrative..., Social Networking, Leadership, Access, Analysis
Education
Endicott College 2012 — 2016
Business Administration and Management, General
Tewksbury Memorial High School 2008 — 2012
Danielle Walsh Danielle Walsh's Wolf & Company, P.C. Experience September 2000 - June 2002
Job Senior Vice President & Treasurer at Needham Bank
Industry Banking
Experience
Needham Bank June 2009 - Present
Needham Bank June 2009 - April 2014
South Coastal Bank July 2002 - May 2009
Wolf & Company, P.C. September 2000 - June 2002
Skills
Strong interpersonal..., Strong attention to..., Exercises sound..., Bank Secrecy Act, Internal Controls, Financial Analysis, Auditing, Financial Reporting, GAAP, Interest Rate Risk..., General Ledger, Strategic Planning, Budgets, Cash Management, Commercial Lending, Risk Management
Education
Salve Regina University 1999 — 2000
Master of Science, Accounting
Salve Regina University 1995 — 1999
Bachelor of Science, Business Finance
Needham Bank June 2009 - Present
Needham Bank June 2009 - April 2014
South Coastal Bank July 2002 - May 2009
Wolf & Company, P.C. September 2000 - June 2002
Skills
Strong interpersonal..., Strong attention to..., Exercises sound..., Bank Secrecy Act, Internal Controls, Financial Analysis, Auditing, Financial Reporting, GAAP, Interest Rate Risk..., General Ledger, Strategic Planning, Budgets, Cash Management, Commercial Lending, Risk Management
Education
Salve Regina University 1999 — 2000
Master of Science, Accounting
Salve Regina University 1995 — 1999
Bachelor of Science, Business Finance
Bailey Lindsey'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
Hurley O'Neill & Company July 2010 - September 2012
Total Events, Inc. 2010 - 2011
Boston Consulting Group July 2009 - December 2009
Northeastern Mario Center January 2008 - July 2009
John Hancock July 2008 - December 2008
Sovereign Bank April 2007 - August 2007
Hollister Co August 2005 - May 2006
Skills
Accounting, Auditing, Account Reconciliation, General Ledger, Microsoft Excel, Accounts Payable, Accounts Receivable, Analysis, Tax, GAAP, Financial Analysis, Budgets, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Outlook, Access, Financial Modeling, Finance
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration; Accounting & Finance
Bridgewater-Raynham Regional High School 2002 — 2006
McGladrey October 2014 - Present
Wolf & Company, P.C. September 2012 - October 2014
Hurley O'Neill & Company July 2010 - September 2012
Total Events, Inc. 2010 - 2011
Boston Consulting Group July 2009 - December 2009
Northeastern Mario Center January 2008 - July 2009
John Hancock July 2008 - December 2008
Sovereign Bank April 2007 - August 2007
Hollister Co August 2005 - May 2006
Skills
Accounting, Auditing, Account Reconciliation, General Ledger, Microsoft Excel, Accounts Payable, Accounts Receivable, Analysis, Tax, GAAP, Financial Analysis, Budgets, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Outlook, Access, Financial Modeling, Finance
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree, Business Administration; Accounting & Finance
Bridgewater-Raynham Regional High School 2002 — 2006
Dan Daly Dan Daly's Wolf & Company, P.C. Experience March 2010 - Present
Job WolfPAC Regional Sales Manager
Industry Financial Services
Experience
Wolf & Company, P.C. March 2010 - Present
Main Street Checks June 2005 - June 2009
Deluxe Corporation September 1976 - May 2005
Skills
Financial Risk, Banking, Risk Management, Account Management, Credit, Sales, Financial Services, Team Building, Leadership, Salesforce.com, Mergers & Acquisitions, Strategic Planning, Business Development, Management, Loans, Financial Reporting, Due Diligence, Accounting, Internal Audit, Financial Analysis, Process Improvement, Auditing, Customer Service, Budgets, Finance
Education
Seton Hall University 1967 — 1971
BA, History
St Joseph Regional High School 1963 — 1967
Wolf & Company, P.C. March 2010 - Present
Main Street Checks June 2005 - June 2009
Deluxe Corporation September 1976 - May 2005
Skills
Financial Risk, Banking, Risk Management, Account Management, Credit, Sales, Financial Services, Team Building, Leadership, Salesforce.com, Mergers & Acquisitions, Strategic Planning, Business Development, Management, Loans, Financial Reporting, Due Diligence, Accounting, Internal Audit, Financial Analysis, Process Improvement, Auditing, Customer Service, Budgets, Finance
Education
Seton Hall University 1967 — 1971
BA, History
St Joseph Regional High School 1963 — 1967
Raj Dandage Raj Dandage's Wolf & Company, P.C. Experience January 2004 - August 2011
Job Vice President, Product Development at Flow Corporation
Industry Information Services
Experience
Flow Corporation November 2012 - Present
Appguppy Mobile (acquired by Flow Corporation) August 2011 - November 2012
Wolf & Company, P.C. January 2004 - August 2011
iDL Systems, Inc. July 2001 - January 2004
Cognate Technologies, Inc. January 1999 - July 2001
Education
Massachusetts Institute of Technology 2002 — 2003
M.Eng., EECS
Massachusetts Institute of Technology 1998 — 2002
BS, EECS
Phillips Academy Andover 1994 — 1998
Flow Corporation November 2012 - Present
Appguppy Mobile (acquired by Flow Corporation) August 2011 - November 2012
Wolf & Company, P.C. January 2004 - August 2011
iDL Systems, Inc. July 2001 - January 2004
Cognate Technologies, Inc. January 1999 - July 2001
Education
Massachusetts Institute of Technology 2002 — 2003
M.Eng., EECS
Massachusetts Institute of Technology 1998 — 2002
BS, EECS
Phillips Academy Andover 1994 — 1998
Brian Shea, CRCM's Wolf & Company, P.C. Experience January 2005 - Present
Job Regulatory Compliance Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. January 2005 - Present
Fleet Bank July 2002 - December 2004
Skills
Compliance, Risk Assessment, Compliance Audits, Compliance Training, Quality Auditing, Bank Secrecy Act, Banking, AML, Training, Internal Audit, Retail Banking, Financial Services, Risk Management, Auditing, Financial Reporting, Operational Risk, IT Audit, Financial Risk, Internal Controls, Credit, Due Diligence, Enterprise Risk..., Accounting, Operational Risk..., Financial Institutions, Privacy Law, CISA, KYC, Fraud, Sarbanes-Oxley Act, OFAC, Business Continuity, Financial Regulation, GLBA, Data Privacy, Banking Law, USA PATRIOT Act, Management
Education
Framingham State University 2000 — 2004
Bachelor’s Degree, Mathematics
Wolf & Company, P.C. January 2005 - Present
Fleet Bank July 2002 - December 2004
Skills
Compliance, Risk Assessment, Compliance Audits, Compliance Training, Quality Auditing, Bank Secrecy Act, Banking, AML, Training, Internal Audit, Retail Banking, Financial Services, Risk Management, Auditing, Financial Reporting, Operational Risk, IT Audit, Financial Risk, Internal Controls, Credit, Due Diligence, Enterprise Risk..., Accounting, Operational Risk..., Financial Institutions, Privacy Law, CISA, KYC, Fraud, Sarbanes-Oxley Act, OFAC, Business Continuity, Financial Regulation, GLBA, Data Privacy, Banking Law, USA PATRIOT Act, Management
Education
Framingham State University 2000 — 2004
Bachelor’s Degree, Mathematics
Marina Valerio Marina Valerio's Wolf & Company, P.C. Experience September 2013 - Present
Job Administrative Assistant at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2013 - Present
Reed Midem May 2012 - August 2013
JetBlue Airways January 2011 - May 2012
CSN Stores November 2009 - December 2010
Rally Marketing Group June 2008 - September 2009
Remezcla.com January 2009 - June 2009
Pitch Control PR August 2008 - December 2008
Citizens Bank September 2005 - January 2008
Skills
Salesforce.com, Mac OS X, Microsoft Office, Sales Support, Administration, Budgeting, Newsletters, Client Communication, Data Reporting, Event Management, Social Media Marketing, Aviation, Travel Services, Trade Shows, Press Releases, Sales Operations, Budgets
Education
Quincy College 2013 — 2014
Human Resources Certificate Program
College of Mount Saint Vincent 2008 — 2009
Bachelors, Corporate Communications
Bunker Hill Community College 2004 — 2007
Associates, Communications
Wolf & Company, P.C. September 2013 - Present
Reed Midem May 2012 - August 2013
JetBlue Airways January 2011 - May 2012
CSN Stores November 2009 - December 2010
Rally Marketing Group June 2008 - September 2009
Remezcla.com January 2009 - June 2009
Pitch Control PR August 2008 - December 2008
Citizens Bank September 2005 - January 2008
Skills
Salesforce.com, Mac OS X, Microsoft Office, Sales Support, Administration, Budgeting, Newsletters, Client Communication, Data Reporting, Event Management, Social Media Marketing, Aviation, Travel Services, Trade Shows, Press Releases, Sales Operations, Budgets
Education
Quincy College 2013 — 2014
Human Resources Certificate Program
College of Mount Saint Vincent 2008 — 2009
Bachelors, Corporate Communications
Bunker Hill Community College 2004 — 2007
Associates, Communications
Courtney McDonald, CPA Courtney McDonald, CPA's Wolf & Company, P.C. Experience September 2001 - December 2010
Job Audit Manager at John Hancock Life Insurance Company (U.S.A.)
Industry Accounting
Experience
John Hancock Life Insurance Company (U.S.A.) December 2010 - Present
Wolf & Company, P.C. September 2001 - December 2010
Education
Providence College 1997 — 2001
Bachelor of Science, Accounting
John Hancock Life Insurance Company (U.S.A.) December 2010 - Present
Wolf & Company, P.C. September 2001 - December 2010
Education
Providence College 1997 — 2001
Bachelor of Science, Accounting
Mary Curran's Wolf & Company, P.C. Experience January 2015 - March 2015
Job Tax Intern at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. January 2015 - March 2015
United Bank May 2014 - August 2014
United Bank May 2013 - May 2014
United Bank March 2013 - May 2013
United Bank April 2012 - January 2013
Skills
Accounting, Accounts Payable, Financial Reporting, Customer Service, Sales, Leadership, Microsoft Word, Microsoft Excel, Accounts Receivable, PowerPoint, Account Reconciliation, General Ledger, Journal Entries, Management, Microsoft PowerPoint, Learning Quickly, Social Media, Event Planning, Bookkeeping, Financial Accounting, Communication, Research, Public Speaking, Marketing, Social Media Marketing, Tax Preparation, Tax Returns, Corporate Tax, Tax, Partnership Taxation, Tax Accounting
Education
Isenberg School of Management, UMass Amherst 2014 — 2015
Bachelor's degree, Accounting
Holyoke Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
Wolf & Company, P.C. January 2015 - March 2015
United Bank May 2014 - August 2014
United Bank May 2013 - May 2014
United Bank March 2013 - May 2013
United Bank April 2012 - January 2013
Skills
Accounting, Accounts Payable, Financial Reporting, Customer Service, Sales, Leadership, Microsoft Word, Microsoft Excel, Accounts Receivable, PowerPoint, Account Reconciliation, General Ledger, Journal Entries, Management, Microsoft PowerPoint, Learning Quickly, Social Media, Event Planning, Bookkeeping, Financial Accounting, Communication, Research, Public Speaking, Marketing, Social Media Marketing, Tax Preparation, Tax Returns, Corporate Tax, Tax, Partnership Taxation, Tax Accounting
Education
Isenberg School of Management, UMass Amherst 2014 — 2015
Bachelor's degree, Accounting
Holyoke Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
Braythener Machado Braythener Machado's Wolf & Company, P.C. Experience September 2014 - Present
Job Staff Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2014 - Present
Daktari Diagnostics June 2013 - December 2013
Levine, Caufield, Martin & Goldberg, P.C January 2013 - April 2013
eWaterways.com September 2012 - December 2012
Mansfield Bank June 2012 - August 2012
Levine, Caufield, Martin & Goldberg, P.C January 2012 - April 2012
Skills
Microsoft Office, Quickbooks, HTML, Photoshop, Windows Movie Maker, iMovie, Windows, Mac OS X, Portuguese, Spanish, Computer Hardware, Word, PowerPoint, Mac, Outlook, Adobe Acrobat, Excel, Internet Explorer, Facebook, XP, Spreadsheets, Sage, Sage Accounts, QuickBooks, Microsoft Excel, Microsoft Word
Education
Northeastern University 2014 — 2015
Master of Science in Accounting, Summa Cum Laude
Stonehill College 2010 — 2014
Bachelor of Science, Business Administration; Accounting
Everett High School 2006 — 2010
Wolf & Company, P.C. September 2014 - Present
Daktari Diagnostics June 2013 - December 2013
Levine, Caufield, Martin & Goldberg, P.C January 2013 - April 2013
eWaterways.com September 2012 - December 2012
Mansfield Bank June 2012 - August 2012
Levine, Caufield, Martin & Goldberg, P.C January 2012 - April 2012
Skills
Microsoft Office, Quickbooks, HTML, Photoshop, Windows Movie Maker, iMovie, Windows, Mac OS X, Portuguese, Spanish, Computer Hardware, Word, PowerPoint, Mac, Outlook, Adobe Acrobat, Excel, Internet Explorer, Facebook, XP, Spreadsheets, Sage, Sage Accounts, QuickBooks, Microsoft Excel, Microsoft Word
Education
Northeastern University 2014 — 2015
Master of Science in Accounting, Summa Cum Laude
Stonehill College 2010 — 2014
Bachelor of Science, Business Administration; Accounting
Everett High School 2006 — 2010
Amanda Nicholson's Wolf & Company, P.C. Experience November 2014 - Present
Job Regulatory Compliance Consultant at Wolf and Company P.C.
Industry Banking
Experience
Wolf & Company, P.C. November 2014 - Present
Bankers Advisory March 2013 - October 2014
JPMorgan Chase 2011 - 2013
Nationwide REO Brokers 2008 - 2011
Olympus Asset Management 2008 - 2008
Evest lending 2005 - 2007
Skills
AML, Banking, Loans, Mortgage Lending, Risk Management, Legal Research, Legal Writing
Education
Massachusetts School of Law 2009 — 2013
Doctor of Law (JD), Law
Univeristy of Southern Maine 2004 — 2008
Bachelor's degree, Criminology
Wolf & Company, P.C. November 2014 - Present
Bankers Advisory March 2013 - October 2014
JPMorgan Chase 2011 - 2013
Nationwide REO Brokers 2008 - 2011
Olympus Asset Management 2008 - 2008
Evest lending 2005 - 2007
Skills
AML, Banking, Loans, Mortgage Lending, Risk Management, Legal Research, Legal Writing
Education
Massachusetts School of Law 2009 — 2013
Doctor of Law (JD), Law
Univeristy of Southern Maine 2004 — 2008
Bachelor's degree, Criminology
James McGough's Wolf & Company, P.C. Experience May 2007 - Present
Job Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. May 2007 - Present
Accume Partners January 2005 - May 2007
Grant Thornton 1998 - 2004
Education
Fitchburg State University
Wolf & Company, P.C. May 2007 - Present
Accume Partners January 2005 - May 2007
Grant Thornton 1998 - 2004
Education
Fitchburg State University
Deanna Wachsmuth, CISA, CISM Deanna Wachsmuth, CISA, CISM's Wolf & Company, P.C. Experience February 2007 - October 2007
Job Managing Director Risk and Compliance at Sheshunoff Consulting + Solutions
Industry Banking
Experience
Sheshunoff Consulting + Solutions June 2012 - Present
Sheshunoff Consulting + Solutions October 2010 - June 2012
Sheshunoff Consulting + Solutions October 2007 - October 2010
Wolf & Company, P.C. February 2007 - October 2007
The Harcourt Group Ltd., of New England November 1999 - February 2007
New London Trust, FSB September 1988 - October 1999
Skills
Leadership, Technical Subject Matter, Sarbanes-Oxley Act, Third Party Vendor..., Sales Presentations, Information Security..., Bank Secrecy Act, Operational Risk, Training, Internal Audit, Strategic Planning, New Business Development, Staff Development, Marketing, Banking, IT Audit, SSAE16, Internal Controls, Financial Risk, Risk Assessment, SSAE 16, Risk Management, Auditing, Retail Banking, Information Technology, Enterprise Risk..., Information Security, Financial Analysis, Operational Risk..., Financial Services, Credit, Quality Auditing, Commercial Banking, Business Strategy
Education
Wellesley College 1979 — 1981
Psychology
Colby-Sawyer College
Sheshunoff Consulting + Solutions June 2012 - Present
Sheshunoff Consulting + Solutions October 2010 - June 2012
Sheshunoff Consulting + Solutions October 2007 - October 2010
Wolf & Company, P.C. February 2007 - October 2007
The Harcourt Group Ltd., of New England November 1999 - February 2007
New London Trust, FSB September 1988 - October 1999
Skills
Leadership, Technical Subject Matter, Sarbanes-Oxley Act, Third Party Vendor..., Sales Presentations, Information Security..., Bank Secrecy Act, Operational Risk, Training, Internal Audit, Strategic Planning, New Business Development, Staff Development, Marketing, Banking, IT Audit, SSAE16, Internal Controls, Financial Risk, Risk Assessment, SSAE 16, Risk Management, Auditing, Retail Banking, Information Technology, Enterprise Risk..., Information Security, Financial Analysis, Operational Risk..., Financial Services, Credit, Quality Auditing, Commercial Banking, Business Strategy
Education
Wellesley College 1979 — 1981
Psychology
Colby-Sawyer College
Jeffrey Dolan's Wolf & Company, P.C. Experience November 2011 - May 2013
Job Private Equity Industry Professional
Industry Venture Capital & Private Equity
Experience
KKR Accounting Services, LLC August 2014 - Present
BDO USA, LLP February 2014 - July 2014
Wolf & Company, P.C. November 2011 - May 2013
O'Brien, Riley & Ryan, PC January 2008 - November 2011
Skills
Investment Partnerships, Partnership Taxation, Corporate Tax, Tax, Tax Preparation, Accounting, Income Tax, QuickBooks, Financial Reporting, Microsoft Excel, Partnerships, ProSystem fx Tax, Tax Returns, Auditing, Tax Research, GAAP, SEC filings, Tax Accounting, Fixed Assets, Financial Accounting, Financial Statements, Internal Controls, General Ledger, US GAAP, Bookkeeping, Sarbanes-Oxley Act, Cash Flow, External Audit
Education
Plymouth State University 2004 — 2007
Bachelor of Science, Accounting
KKR Accounting Services, LLC August 2014 - Present
BDO USA, LLP February 2014 - July 2014
Wolf & Company, P.C. November 2011 - May 2013
O'Brien, Riley & Ryan, PC January 2008 - November 2011
Skills
Investment Partnerships, Partnership Taxation, Corporate Tax, Tax, Tax Preparation, Accounting, Income Tax, QuickBooks, Financial Reporting, Microsoft Excel, Partnerships, ProSystem fx Tax, Tax Returns, Auditing, Tax Research, GAAP, SEC filings, Tax Accounting, Fixed Assets, Financial Accounting, Financial Statements, Internal Controls, General Ledger, US GAAP, Bookkeeping, Sarbanes-Oxley Act, Cash Flow, External Audit
Education
Plymouth State University 2004 — 2007
Bachelor of Science, Accounting
Kevin Diamond, Attorney/CPA's Wolf & Company, P.C. Experience September 1980 - September 1982
Job Rico, Murphy & Diamond LLP An Estate Plannning, Estates and Probate Litigation Law Firm
Industry Law Practice
Experience
Rico, Murphy & Diamond LLP December 2014 - Present
GOUGEN, McLAUGHLIN, RICHARDS & MAHANEY, L.L.P September 1997 - April 2004
KASSLER & FEUER, PC September 1995 - September 1997
FDIC September 1990 - September 1995
Massachusetts Secretary of State - Securities Division September 1988 - September 1990
Wolf & Company, P.C. September 1980 - September 1982
PARENT MCLAUGHLIN & NANGLE September 1978 - September 1980
Skills
IRS Whistleblower, SEC Whistleblower, Probate Litigation, Wills, Trusts, Estate Tax Planning, Litigation, Securities Arbitration, Estate Administration, Powers of Attorney, Estate Planning, Fraud, Elder Law, IRS, SEC reporting, Living Wills, Living Trusts, Guardianship, Conservatorships, Gift Tax, Inheritance Tax Planning, Asset Protection, LLC, Commercial Litigation, Civil Litigation, Tax Law, Inheritance, Disputes, Criminal Law, Legal Writing, Arbitration, Dispute Resolution, Tax, Securities, SEC filings, Dispute
Education
New England Law Boston 1988 — 1992
Juris Doctor, Law
Stonehill College 1978 — 1982
BS/BA, Accounting
Rico, Murphy & Diamond LLP December 2014 - Present
GOUGEN, McLAUGHLIN, RICHARDS & MAHANEY, L.L.P September 1997 - April 2004
KASSLER & FEUER, PC September 1995 - September 1997
FDIC September 1990 - September 1995
Massachusetts Secretary of State - Securities Division September 1988 - September 1990
Wolf & Company, P.C. September 1980 - September 1982
PARENT MCLAUGHLIN & NANGLE September 1978 - September 1980
Skills
IRS Whistleblower, SEC Whistleblower, Probate Litigation, Wills, Trusts, Estate Tax Planning, Litigation, Securities Arbitration, Estate Administration, Powers of Attorney, Estate Planning, Fraud, Elder Law, IRS, SEC reporting, Living Wills, Living Trusts, Guardianship, Conservatorships, Gift Tax, Inheritance Tax Planning, Asset Protection, LLC, Commercial Litigation, Civil Litigation, Tax Law, Inheritance, Disputes, Criminal Law, Legal Writing, Arbitration, Dispute Resolution, Tax, Securities, SEC filings, Dispute
Education
New England Law Boston 1988 — 1992
Juris Doctor, Law
Stonehill College 1978 — 1982
BS/BA, Accounting
Hillary Swenson Corner's Wolf & Company, P.C. Experience September 2002 - 2005
Job Realtor with Century 21 Commonwealth
Industry Real Estate
Experience
Century 21 Commonwealth March 2008 - Present
Coldwell Banker Residential Brokerage May 2005 - March 2008
Wolf & Company, P.C. September 2002 - 2005
Skills
Listings, First Time Home Buyers, Accredited Buyer Rep, Seller Representation, Negotiation, Condos, Investment Properties, Short Sales, Sales, Real Estate Transactions, Marketing, Investors, New Home Sales, ABR, Move Up Buyers, Seniors, New Homes, Townhomes, Home Staging, Relocation Buyers, First Time Home Sellers, Real Estate Negotiating, Real Estate, Single Family Homes
Education
Providence College 1999 — 2002
Bachelor of Science (BS), Accounting and Finance
Century 21 Commonwealth March 2008 - Present
Coldwell Banker Residential Brokerage May 2005 - March 2008
Wolf & Company, P.C. September 2002 - 2005
Skills
Listings, First Time Home Buyers, Accredited Buyer Rep, Seller Representation, Negotiation, Condos, Investment Properties, Short Sales, Sales, Real Estate Transactions, Marketing, Investors, New Home Sales, ABR, Move Up Buyers, Seniors, New Homes, Townhomes, Home Staging, Relocation Buyers, First Time Home Sellers, Real Estate Negotiating, Real Estate, Single Family Homes
Education
Providence College 1999 — 2002
Bachelor of Science (BS), Accounting and Finance
Nick Stavros, CPA Nick Stavros, CPA's Wolf & Company, P.C. Experience October 2009 - May 2011
Job Manager Audit at KPMG
Industry Accounting
Experience
KPMG September 2011 - Present
Wolf & Company, P.C. October 2009 - May 2011
Skills
Auditing, Financial Analysis, Financial Accounting, Financial Reporting, Team Management, Fitness Training, Sports Nutrition, Internal Controls, SEC filings, US GAAP, Accounting, Financial Statements, Banking, SOX 404, Private Equity, Big 4, Financial Institutions, SEC Financial Reporting, Credit Risk, Credit Analysis, Mortgage Underwriting, Commercial Banking, Commercial Real Estate...
Education
Northeastern University 2009 — 2010
Master of Science in Accounting, Accounting
Saint Anselm College 2005 — 2009
Bachelor of Arts, Accounting
KPMG September 2011 - Present
Wolf & Company, P.C. October 2009 - May 2011
Skills
Auditing, Financial Analysis, Financial Accounting, Financial Reporting, Team Management, Fitness Training, Sports Nutrition, Internal Controls, SEC filings, US GAAP, Accounting, Financial Statements, Banking, SOX 404, Private Equity, Big 4, Financial Institutions, SEC Financial Reporting, Credit Risk, Credit Analysis, Mortgage Underwriting, Commercial Banking, Commercial Real Estate...
Education
Northeastern University 2009 — 2010
Master of Science in Accounting, Accounting
Saint Anselm College 2005 — 2009
Bachelor of Arts, Accounting
Drew Coveney's Wolf & Company, P.C. Experience September 2011 - Present
Job Senior Internal Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2011 - Present
Enterprise Rent-A-Car June 2010 - August 2011
Skills
Internal Audit, Banking, Management, Risk Management, Risk Assessment, Social Networking, Internal Controls, COSO Framework, Asset/Liability..., SOX/FDICIA, Operations Management, Microsoft Office, Microsoft Excel, Time Management, Customer Service, PowerPoint, Accounting, Liquidity Risk, Liquidity Solutions, ACH, Depository Operations, Cash Management, Commercial Lending, Data Analysis, Mortgage Lending, ALM, Financial Reporting, Auditing, Customer Information, Management Consulting, Consumer Lending
Education
Southern New Hampshire University 2012 — 2016
Master of Science, Accounting (Focus in Auditing), 3.9
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Operations Management, Minor in Marketing
Wolf & Company, P.C. September 2011 - Present
Enterprise Rent-A-Car June 2010 - August 2011
Skills
Internal Audit, Banking, Management, Risk Management, Risk Assessment, Social Networking, Internal Controls, COSO Framework, Asset/Liability..., SOX/FDICIA, Operations Management, Microsoft Office, Microsoft Excel, Time Management, Customer Service, PowerPoint, Accounting, Liquidity Risk, Liquidity Solutions, ACH, Depository Operations, Cash Management, Commercial Lending, Data Analysis, Mortgage Lending, ALM, Financial Reporting, Auditing, Customer Information, Management Consulting, Consumer Lending
Education
Southern New Hampshire University 2012 — 2016
Master of Science, Accounting (Focus in Auditing), 3.9
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Operations Management, Minor in Marketing
Amanda Visco's Wolf & Company, P.C. Experience July 2012 - January 2013
Job Development Specialist, Logistics Coordinator at Alzheimer's Association, Massachusetts/New Hampshire Chapter
Industry Accounting
Experience
Alzheimer's Association, Massachusetts/New Hampshire Chapter May 2015 - Present
Alzheimer's Association, Massachusetts/New Hampshire Chapter June 2014 - May 2015
State Electric Corporation September 2013 - May 2014
On-Time Payroll February 2013 - May 2013
Wolf & Company, P.C. July 2012 - January 2013
University of Massachusetts Amherst January 2012 - April 2012
EMD Serono 2010 - 2010
Private Residence June 2009 - August 2009
Bright Horizons Family Solutions April 2007 - June 2008
Skills
Accounting, Tax, Income Tax, Tax Returns, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Outlook, Teamwork, Time Management, Leadership, QuickBooks, Data Analysis, Financial Modeling, Economics, US GAAP, Public Speaking, Customer Service, Event Planning, Payroll Services, Payroll, Events, Public Relations, Childcare, Child Development, Accounts Payable, PeopleSoft, Sarbanes-Oxley Act, Inventory Management, Profx, Sales, Human Resources
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Accounting & Information Systems
Alzheimer's Association, Massachusetts/New Hampshire Chapter May 2015 - Present
Alzheimer's Association, Massachusetts/New Hampshire Chapter June 2014 - May 2015
State Electric Corporation September 2013 - May 2014
On-Time Payroll February 2013 - May 2013
Wolf & Company, P.C. July 2012 - January 2013
University of Massachusetts Amherst January 2012 - April 2012
EMD Serono 2010 - 2010
Private Residence June 2009 - August 2009
Bright Horizons Family Solutions April 2007 - June 2008
Skills
Accounting, Tax, Income Tax, Tax Returns, Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Outlook, Teamwork, Time Management, Leadership, QuickBooks, Data Analysis, Financial Modeling, Economics, US GAAP, Public Speaking, Customer Service, Event Planning, Payroll Services, Payroll, Events, Public Relations, Childcare, Child Development, Accounts Payable, PeopleSoft, Sarbanes-Oxley Act, Inventory Management, Profx, Sales, Human Resources
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Accounting & Information Systems
Vicky Joo Vicky Joo's Wolf & Company, P.C. Experience January 2015 - Present
Job Tax Intern at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. January 2015 - Present
Tufts Medical Center November 2014 - December 2014
Pioneer Investments July 2013 - December 2013
Northeastern University September 2010 - June 2013
Ogilvy CommonHealth Worldwide April 2012 - July 2012
Hotel Riviera June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Financial Analysis, PeopleSoft, nVision, Microsoft Dynamics GP, Citrix
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Wasatch Academy 2007 — 2009
Wolf & Company, P.C. January 2015 - Present
Tufts Medical Center November 2014 - December 2014
Pioneer Investments July 2013 - December 2013
Northeastern University September 2010 - June 2013
Ogilvy CommonHealth Worldwide April 2012 - July 2012
Hotel Riviera June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Financial Analysis, PeopleSoft, nVision, Microsoft Dynamics GP, Citrix
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Wasatch Academy 2007 — 2009
Brian Weismann Brian Weismann's Wolf & Company, P.C. Experience September 2007 - March 2010
Job Analyst at Zions Bank Public Finance
Industry Investment Banking
Experience
Zions Bank Public Finance December 2013 - Present
State Street June 2012 - January 2013
Cambridge Savings Bank March 2010 - August 2011
Wolf & Company, P.C. September 2007 - March 2010
Skills
Banking, Credit, Credit Analysis, Financial Reporting, Accounting, Risk Management, Financial Risk, Financial Analysis, Internal Audit, Microsoft Excel, Analysis, Internal Controls
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, General
University of Miami 2003 — 2007
BBA, Accounting
Zions Bank Public Finance December 2013 - Present
State Street June 2012 - January 2013
Cambridge Savings Bank March 2010 - August 2011
Wolf & Company, P.C. September 2007 - March 2010
Skills
Banking, Credit, Credit Analysis, Financial Reporting, Accounting, Risk Management, Financial Risk, Financial Analysis, Internal Audit, Microsoft Excel, Analysis, Internal Controls
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, General
University of Miami 2003 — 2007
BBA, Accounting
Liz Sheridan Liz Sheridan's Wolf & Company, P.C. Experience September 2001 - August 2005
Job Accounting Manager at The MENTOR Network
Industry Accounting
Experience
The MENTOR Network November 2013 - Present
Arbella Insurance Group August 2005 - September 2013
Wolf & Company, P.C. September 2001 - August 2005
Skills
Insurance, General Insurance, Property & Casualty..., Risk Management, Accounting, Process Improvement, Financial Analysis, Underwriting, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, Business Analysis, Financial Reporting, Internal Audit, Accounts Payable, Analysis, Auditing, General Ledger
Education
Merrimack College 1996 — 2001
Bachelor's degree, Accounting and Business/Management
The MENTOR Network November 2013 - Present
Arbella Insurance Group August 2005 - September 2013
Wolf & Company, P.C. September 2001 - August 2005
Skills
Insurance, General Insurance, Property & Casualty..., Risk Management, Accounting, Process Improvement, Financial Analysis, Underwriting, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, Business Analysis, Financial Reporting, Internal Audit, Accounts Payable, Analysis, Auditing, General Ledger
Education
Merrimack College 1996 — 2001
Bachelor's degree, Accounting and Business/Management
Christos Skantzaris's Wolf & Company, P.C. Experience September 1998 - June 2000
Job Consulting Manager at McGladrey LLP
Industry Information Technology and Services
Experience
McGladrey February 2013 - Present
High Street Partners May 2011 - February 2013
WSP Flack + Kurtz November 2009 - May 2011
Skantzaris Consulting March 2009 - November 2009
Design Continuum October 2005 - March 2009
Society for Organizational Learning September 2004 - October 2005
KDSA Consulting, LLC February 2004 - September 2004
RSM McGladrey January 2003 - August 2004
PwC Consulting 2000 - 2003
WOLF & COMPANY, P.C. September 1998 - June 2000
Skills
ERP, Accounting, Accounts Payable, Project Management, Financial Reporting, Business Intelligence, Deltek, Account Reconciliation, Payroll, Revenue Recognition, Microsoft Office, Financial Analysis, Process Improvement, Microsoft Excel, Business Analysis, Auditing, Forecasting, Intacct, Deltek Vision, Maconomy, Business Intelligence..., ADP Payroll
Education
Salem State University 1995 — 1998
BSBA, Accounting
University of Massachusetts Lowell 1991 — 1994
Accounting
Burlington High 1987 — 1991
McGladrey February 2013 - Present
High Street Partners May 2011 - February 2013
WSP Flack + Kurtz November 2009 - May 2011
Skantzaris Consulting March 2009 - November 2009
Design Continuum October 2005 - March 2009
Society for Organizational Learning September 2004 - October 2005
KDSA Consulting, LLC February 2004 - September 2004
RSM McGladrey January 2003 - August 2004
PwC Consulting 2000 - 2003
WOLF & COMPANY, P.C. September 1998 - June 2000
Skills
ERP, Accounting, Accounts Payable, Project Management, Financial Reporting, Business Intelligence, Deltek, Account Reconciliation, Payroll, Revenue Recognition, Microsoft Office, Financial Analysis, Process Improvement, Microsoft Excel, Business Analysis, Auditing, Forecasting, Intacct, Deltek Vision, Maconomy, Business Intelligence..., ADP Payroll
Education
Salem State University 1995 — 1998
BSBA, Accounting
University of Massachusetts Lowell 1991 — 1994
Accounting
Burlington High 1987 — 1991
Luke Kalinoski, CPA Luke Kalinoski, CPA's Wolf & Company, P.C. Experience October 2014 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2012 - September 2014
R.S. Abrams & Co. LLP May 2011 - September 2012
Huntington YMCA June 2004 - September 2012
Equinoxe Alternative Investment Services January 2011 - April 2011
Staples June 2006 - December 2007
Skills
Caseware, Microsoft Excel, Microsoft Word
Education
Stonehill College 2008 — 2012
Bachelor's, Accounting (w/ Criminology minor)
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. September 2012 - September 2014
R.S. Abrams & Co. LLP May 2011 - September 2012
Huntington YMCA June 2004 - September 2012
Equinoxe Alternative Investment Services January 2011 - April 2011
Staples June 2006 - December 2007
Skills
Caseware, Microsoft Excel, Microsoft Word
Education
Stonehill College 2008 — 2012
Bachelor's, Accounting (w/ Criminology minor)
Fernando Rosario, MST, MBA Fernando Rosario, MST, MBA's Wolf & Company, P.C. Experience January 2014 - November 2014
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Wolf & Company, P.C. January 2014 - November 2014
Marsh & McLennan Companies, Inc. October 2010 - January 2014
The Liberty Hotel January 2010 - October 2010
Camelot Services/ CSI Property Management 2008 - 2010
Skills
Tax Preparation, Gift Tax, Accounting, Access, Microsoft Excel, QuickBooks, Pivot Tables, Employee Benefits, General Ledger, Auditing, Management, AMS360, Outlook, Microsoft Word, Vlookup, Estate & Gift Taxation, BNA, Tax Research
Education
Suffolk University - Sawyer School of Management 2012 — 2013
Master of Business Administration (MBA)/ Master of Science in Taxation (MST)
Suffolk University 2010 — 2012
BSBA, Accounting
Miami Dade College 2008 — 2010
AA, Accounting
McGladrey December 2014 - Present
Wolf & Company, P.C. January 2014 - November 2014
Marsh & McLennan Companies, Inc. October 2010 - January 2014
The Liberty Hotel January 2010 - October 2010
Camelot Services/ CSI Property Management 2008 - 2010
Skills
Tax Preparation, Gift Tax, Accounting, Access, Microsoft Excel, QuickBooks, Pivot Tables, Employee Benefits, General Ledger, Auditing, Management, AMS360, Outlook, Microsoft Word, Vlookup, Estate & Gift Taxation, BNA, Tax Research
Education
Suffolk University - Sawyer School of Management 2012 — 2013
Master of Business Administration (MBA)/ Master of Science in Taxation (MST)
Suffolk University 2010 — 2012
BSBA, Accounting
Miami Dade College 2008 — 2010
AA, Accounting
Meghan Farrell Meghan Farrell's Wolf & Company, P.C. Experience September 2011 - April 2013
Job Sr. Financial Analyst at DePuy Spine
Industry Accounting
Experience
Johnson & Johnson April 2013 - Present
Wolf & Company, P.C. September 2011 - April 2013
Novogradac & Company LLP September 2005 - October 2011
Skills
Tax, Finance, Auditing, CPA, Affordable Housing
Education
Suffolk University - Sawyer Business School 2006 — 2008
MST, Taxation
Bryant University 2001 — 2005
BSBA, Accounting
Johnson & Johnson April 2013 - Present
Wolf & Company, P.C. September 2011 - April 2013
Novogradac & Company LLP September 2005 - October 2011
Skills
Tax, Finance, Auditing, CPA, Affordable Housing
Education
Suffolk University - Sawyer Business School 2006 — 2008
MST, Taxation
Bryant University 2001 — 2005
BSBA, Accounting
Carole Binder Carole Binder's Wolf & Company, P.C. Experience September 1986 - October 1990
Job Independent Accounting Professional
Industry Accounting
Experience
Wolf & Company, P.C. September 1986 - October 1990
Shawmut Bank June 1985 - September 1986
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
BBA, Accounting
Wolf & Company, P.C. September 1986 - October 1990
Shawmut Bank June 1985 - September 1986
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
BBA, Accounting
Josh Agren Josh Agren's Wolf & Company, P.C. Experience September 2006 - August 2008
Job Audit Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2015 - Present
Whitley Penn July 2012 - Present
Whitley Penn January 2010 - July 2012
Whitley Penn September 2008 - January 2010
Wolf & Company, P.C. September 2006 - August 2008
Wolf & Company, P.C. September 2004 - September 2006
Skills
Financial Institutions, Manufacturing, Employee Benefits, Healthcare, CPA, GAAP, Internal Controls, Auditing, Accounting, Financial Reporting, Mergers & Acquisitions, Assurance, Financial Statements, US GAAP, Budgets, Financial Analysis, Financial Accounting, Finance
Education
Stonehill College 2003 — 2004
MSA, Accounting
Stonehill College 1999 — 2003
BSBA, Accounting
Whitley Penn January 2015 - Present
Whitley Penn July 2012 - Present
Whitley Penn January 2010 - July 2012
Whitley Penn September 2008 - January 2010
Wolf & Company, P.C. September 2006 - August 2008
Wolf & Company, P.C. September 2004 - September 2006
Skills
Financial Institutions, Manufacturing, Employee Benefits, Healthcare, CPA, GAAP, Internal Controls, Auditing, Accounting, Financial Reporting, Mergers & Acquisitions, Assurance, Financial Statements, US GAAP, Budgets, Financial Analysis, Financial Accounting, Finance
Education
Stonehill College 2003 — 2004
MSA, Accounting
Stonehill College 1999 — 2003
BSBA, Accounting
Cynthia Tonet-Stewart's Wolf & Company, P.C. Experience September 1993 - December 1994
Job National Business Development Clark Hill PLC
Industry Legal Services
Experience
Clark Hill PLC May 2013 - Present
Thorp Reed & Armstrong, LLP July 2007 - May 2013
PricewaterhouseCoopers (pwc) March 1998 - November 2006
Alpern Rosenthal March 1987 - March 1998
Wolf & Company, P.C. September 1993 - December 1994
Skills
Sales coaching for..., Marketing and sales..., Marketing and Sales..., Marketing Communications, Marketing, Team Leadership, Market Planning, Strategy, Sponsorship, Business Development, Marketing Strategy, Strategic Planning, Proposal Writing, Event Planning, Public Relations, Social Media, Project Management, Marketing Management, Professionals
Education
Duquesne University 1996 — 2001
M.S. Ed., Counselor Education, QPA: 4.00
University of Pittsburgh 1986 — 1991
M.Ed., Administration and Policy Studies; Curriculum and Supervision, QPA: 3.8
University of Pittsburgh
Bachelor of Science, QPA: 3.7
Clark Hill PLC May 2013 - Present
Thorp Reed & Armstrong, LLP July 2007 - May 2013
PricewaterhouseCoopers (pwc) March 1998 - November 2006
Alpern Rosenthal March 1987 - March 1998
Wolf & Company, P.C. September 1993 - December 1994
Skills
Sales coaching for..., Marketing and sales..., Marketing and Sales..., Marketing Communications, Marketing, Team Leadership, Market Planning, Strategy, Sponsorship, Business Development, Marketing Strategy, Strategic Planning, Proposal Writing, Event Planning, Public Relations, Social Media, Project Management, Marketing Management, Professionals
Education
Duquesne University 1996 — 2001
M.S. Ed., Counselor Education, QPA: 4.00
University of Pittsburgh 1986 — 1991
M.Ed., Administration and Policy Studies; Curriculum and Supervision, QPA: 3.8
University of Pittsburgh
Bachelor of Science, QPA: 3.7
Teresa Prezioso Teresa Prezioso's Wolf & Company, P.C. Experience September 1987 - Present
Job Senior Audit Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 1987 - Present
Skills
Auditing, GAAP, Sarbanes-Oxley Act, SEC filings, Financial Institutions, US GAAP, SEC Filings, Financial Accounting, CPA
Education
Bryant University 1983 — 1987
BS in BA, Accounting
Wolf & Company, P.C. September 1987 - Present
Skills
Auditing, GAAP, Sarbanes-Oxley Act, SEC filings, Financial Institutions, US GAAP, SEC Filings, Financial Accounting, CPA
Education
Bryant University 1983 — 1987
BS in BA, Accounting
Amanda Matczynski's Wolf & Company, P.C. Experience October 2014 - Present
Job Senior Operations Specialist at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. November 2012 - September 2014
Tribeca Builders September 2009 - November 2012
Wegmans September 2002 - May 2008
Skills
Microsoft Office, Customer Service, Non-profits, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Management, Outlook, Budgets, Leadership, Nonprofits, Business Development, Social Networking, Team Building, Training, Leadership Development, Marketing, Sales, Higher Education, Data Analysis, Research, Project Planning, Community Outreach, Project Management, Management, Accounting, Team Leadership, Risk Management, Account Management
Education
Gordon College 2004 — 2008
BS, Elementary Education, Mathematics
Liverpool High School 2004 — 2008
Wolf & Company, P.C. October 2014 - Present
Wolf & Company, P.C. November 2012 - September 2014
Tribeca Builders September 2009 - November 2012
Wegmans September 2002 - May 2008
Skills
Microsoft Office, Customer Service, Non-profits, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Management, Outlook, Budgets, Leadership, Nonprofits, Business Development, Social Networking, Team Building, Training, Leadership Development, Marketing, Sales, Higher Education, Data Analysis, Research, Project Planning, Community Outreach, Project Management, Management, Accounting, Team Leadership, Risk Management, Account Management
Education
Gordon College 2004 — 2008
BS, Elementary Education, Mathematics
Liverpool High School 2004 — 2008
Kerri Bohonowicz Kerri Bohonowicz's Wolf & Company, P.C. Experience August 2007 - July 2008
Job Adjunct Lecturer at University of Massachusetts Amherst
Industry Hospital & Health Care
Experience
University of Massachusetts Amherst September 2014 - Present
Community Health Center of Franklin County March 2011 - Present
AACSB International 2015 - 2015
AACSB International 2015 - 2015
Leadership Pioneer Valley September 2013 - June 2014
Chicopee Savings Bank July 2008 - March 2011
Wolf & Company, P.C. August 2007 - July 2008
Skills
Healthcare, Strategic Planning, Nonprofits, Managerial Finance, Program Management, Revenue Cycle, Financial Reporting, Program Development, Sarbanes-Oxley Act, Financial Modeling, Financial Analysis, Cash Management, Financial Audits, Strategic Financial..., Finance, Cost Accounting, Cash Flow, Variance Analysis
Education
Isenberg School of Management, UMass Amherst 2002 — 2007
Master's degree in Accounting, Accounting
University of Massachusetts at Amherst 2002 — 2007
Master's degree, Accounting
University of Massachusetts at Amherst
University of Massachusetts Amherst September 2014 - Present
Community Health Center of Franklin County March 2011 - Present
AACSB International 2015 - 2015
AACSB International 2015 - 2015
Leadership Pioneer Valley September 2013 - June 2014
Chicopee Savings Bank July 2008 - March 2011
Wolf & Company, P.C. August 2007 - July 2008
Skills
Healthcare, Strategic Planning, Nonprofits, Managerial Finance, Program Management, Revenue Cycle, Financial Reporting, Program Development, Sarbanes-Oxley Act, Financial Modeling, Financial Analysis, Cash Management, Financial Audits, Strategic Financial..., Finance, Cost Accounting, Cash Flow, Variance Analysis
Education
Isenberg School of Management, UMass Amherst 2002 — 2007
Master's degree in Accounting, Accounting
University of Massachusetts at Amherst 2002 — 2007
Master's degree, Accounting
University of Massachusetts at Amherst
Tony Luciani, CISA, QSA's Wolf & Company, P.C. Experience January 2011 - Present
Job IT Assurance Senior at Wolf & Company, P.C.
Industry Information Technology and Services
Experience
Wolf & Company, P.C. January 2011 - Present
Wainwright Bank June 2010 - January 2011
Skills
IT Audit, Disaster Recovery, GLBA, Social Engineering, Vulnerability Assessment, Penetration Testing, Information Security, CISA, Information Security..., Data Privacy, Risk Management, Business Continuity..., Risk Assessment, IT Risk Management
Education
Curry College 2006 — 2010
Bachelors of Arts, Information Technology
Wolf & Company, P.C. January 2011 - Present
Wainwright Bank June 2010 - January 2011
Skills
IT Audit, Disaster Recovery, GLBA, Social Engineering, Vulnerability Assessment, Penetration Testing, Information Security, CISA, Information Security..., Data Privacy, Risk Management, Business Continuity..., Risk Assessment, IT Risk Management
Education
Curry College 2006 — 2010
Bachelors of Arts, Information Technology
Melissa Goodwin, MBA Melissa Goodwin, MBA's Wolf & Company, P.C. Experience September 2008 - November 2010
Job Marketing at Industrial Communications
Industry Telecommunications
Experience
Wolf & Company, P.C. September 2008 - November 2010
Image Deposit Exchange, A Division of Infinity Data Corporation January 2007 - February 2008
Elcom International 2004 - 2006
Elcom International 2000 - 2002
Elcom International 1999 - 2000
Massachusetts Property Insurance 1998 - 1999
Massachusetts Property Insurance 1995 - 1998
Skills
Account Management, Team Building, Online Advertising, Management, Training, Sales, Salesforce.com, New Business Development, Sales Management, Marketing, Customer Service, Product Management, Project Management, Lead Generation, Team Leadership, Time Management, Marketing Strategy, Business Strategy, Direct Sales, Sales Process, Strategic Planning, Solution Selling, Email Marketing, Sales Operations, Selling
Education
Stonehill College 2000 — 2005
BS/BA
Curry College 2006 — 2008
MBA
Wolf & Company, P.C. September 2008 - November 2010
Image Deposit Exchange, A Division of Infinity Data Corporation January 2007 - February 2008
Elcom International 2004 - 2006
Elcom International 2000 - 2002
Elcom International 1999 - 2000
Massachusetts Property Insurance 1998 - 1999
Massachusetts Property Insurance 1995 - 1998
Skills
Account Management, Team Building, Online Advertising, Management, Training, Sales, Salesforce.com, New Business Development, Sales Management, Marketing, Customer Service, Product Management, Project Management, Lead Generation, Team Leadership, Time Management, Marketing Strategy, Business Strategy, Direct Sales, Sales Process, Strategic Planning, Solution Selling, Email Marketing, Sales Operations, Selling
Education
Stonehill College 2000 — 2005
BS/BA
Curry College 2006 — 2008
MBA
Katherine (Kappy) Freund Katherine (Kappy) Freund's Wolf & Company, P.C. Experience October 2009 - October 2012
Job Director of Marketing & Business Development at Provider Group
Industry Marketing and Advertising
Experience
Provider Group October 2012 - Present
Greater Boston Chamber of Commerce September 2011 - Present
SBANE (Smaller Business Association of New England) November 2014 - Present
Corporate Volunteer Council of Greater Boston September 2010 - September 2013
Wolf & Company, P.C. October 2009 - October 2012
American Marketing Association, Boston July 2007 - July 2012
Caturano and Company (acquired by McGladrey) July 2007 - July 2009
Foster Design Group September 2004 - July 2006
Skills
Lead Generation, Digital Marketing, Marketing Strategy, Business Development, Social Media, Customer Service, Multi-channel Marketing, Relationship Management, Thought Leadership, Integrated Marketing, Positioning, Marketing, Email Marketing, Nonprofits, Management, Strategy, B2B Marketing, Start-ups, Analytics, Entrepreneurship, Direct Mail, Sales, New Business Development
Education
Lawrence University
BA, Government
Provider Group October 2012 - Present
Greater Boston Chamber of Commerce September 2011 - Present
SBANE (Smaller Business Association of New England) November 2014 - Present
Corporate Volunteer Council of Greater Boston September 2010 - September 2013
Wolf & Company, P.C. October 2009 - October 2012
American Marketing Association, Boston July 2007 - July 2012
Caturano and Company (acquired by McGladrey) July 2007 - July 2009
Foster Design Group September 2004 - July 2006
Skills
Lead Generation, Digital Marketing, Marketing Strategy, Business Development, Social Media, Customer Service, Multi-channel Marketing, Relationship Management, Thought Leadership, Integrated Marketing, Positioning, Marketing, Email Marketing, Nonprofits, Management, Strategy, B2B Marketing, Start-ups, Analytics, Entrepreneurship, Direct Mail, Sales, New Business Development
Education
Lawrence University
BA, Government
Joseph Pottackal Joseph Pottackal's Wolf & Company, P.C. Experience September 2011 - October 2014
Job Senior Associate at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group October 2014 - Present
Wolf & Company, P.C. September 2011 - October 2014
Wolf & Company, P.C. March 2012 - April 2012
G.T. Reilly & Company May 2010 - August 2010
Permal Asset Management January 2010 - May 2010
Grant Thornton UK LLP September 2009 - December 2009
Skills
Microsoft Word, Microsoft Excel, Caseware, Lacerte, Profx, QuickBooks, Auditing, Financial Statements, US GAAP, Tax Returns, Tax, Banking, Financial Accounting, Financial Reporting, Internal Controls, Corporate Tax, SEC filings, Financial Analysis, Hedge Funds, Sarbanes-Oxley Act, Investments, Nonprofits, Forensic Accounting, Employee Benefits, Revenue Recognition, Partnership Taxation, Budgets, Risk Management, Team Building, IFRS, Tax Research
Education
Stonehill College 2007 — 2011
Bachelors of Science in Business Administration, Accounting
Fordham University 2010 — 2010
Accounting Information Systems
Imperial College London 2009 — 2009
Business Administration
Saint Johns High School
The Siegfried Group October 2014 - Present
Wolf & Company, P.C. September 2011 - October 2014
Wolf & Company, P.C. March 2012 - April 2012
G.T. Reilly & Company May 2010 - August 2010
Permal Asset Management January 2010 - May 2010
Grant Thornton UK LLP September 2009 - December 2009
Skills
Microsoft Word, Microsoft Excel, Caseware, Lacerte, Profx, QuickBooks, Auditing, Financial Statements, US GAAP, Tax Returns, Tax, Banking, Financial Accounting, Financial Reporting, Internal Controls, Corporate Tax, SEC filings, Financial Analysis, Hedge Funds, Sarbanes-Oxley Act, Investments, Nonprofits, Forensic Accounting, Employee Benefits, Revenue Recognition, Partnership Taxation, Budgets, Risk Management, Team Building, IFRS, Tax Research
Education
Stonehill College 2007 — 2011
Bachelors of Science in Business Administration, Accounting
Fordham University 2010 — 2010
Accounting Information Systems
Imperial College London 2009 — 2009
Business Administration
Saint Johns High School
Kimberly Primavera's Wolf & Company, P.C. Experience May 2014 - Present
Job HR Generalist at Wolf & Company, P.C.
Industry Human Resources
Experience
Wolf & Company, P.C. May 2014 - Present
Massachusetts General Hospital September 2013 - Present
Advent International June 2012 - May 2014
Thielsch Engineering March 2010 - June 2012
KC Marketing Group LLC 2009 - 2009
Skills
Onboarding, Benefits Administration, Employee Relations, Human Resources, Employee Benefits, HRIS, Deferred Compensation, Career Development, HR Policies, HR Consulting, FMLA, Performance Management, Recruiting, Labor Relations, College Recruiting, Organizational..., Talent Acquisition, Applicant Tracking..., Employee Handbooks, Job Analysis, Temporary Placement, Succession Planning, Personnel Management, Technical Recruiting, New Hire Orientations, Talent Management, Benefits Negotiation, PeopleSoft, Payroll, Training, Workforce Planning, Employee Engagement, Interviews
Education
University of Rhode Island 2009 — 2010
Masters, HR
Bryant University 2003 — 2007
Bachelors, Business Admin
North Kingstown Sr. High
Wolf & Company, P.C. May 2014 - Present
Massachusetts General Hospital September 2013 - Present
Advent International June 2012 - May 2014
Thielsch Engineering March 2010 - June 2012
KC Marketing Group LLC 2009 - 2009
Skills
Onboarding, Benefits Administration, Employee Relations, Human Resources, Employee Benefits, HRIS, Deferred Compensation, Career Development, HR Policies, HR Consulting, FMLA, Performance Management, Recruiting, Labor Relations, College Recruiting, Organizational..., Talent Acquisition, Applicant Tracking..., Employee Handbooks, Job Analysis, Temporary Placement, Succession Planning, Personnel Management, Technical Recruiting, New Hire Orientations, Talent Management, Benefits Negotiation, PeopleSoft, Payroll, Training, Workforce Planning, Employee Engagement, Interviews
Education
University of Rhode Island 2009 — 2010
Masters, HR
Bryant University 2003 — 2007
Bachelors, Business Admin
North Kingstown Sr. High
W. Jackson Schultz's Wolf & Company, P.C. Experience July 2014 - October 2014
Job GRC/Security/Operations Advisory
Industry Management Consulting
Experience
GraVoc Associates Inc. October 2014 - Present
Wolf & Company, P.C. July 2014 - October 2014
Salem State University September 2011 - May 2014
The Financial Services Roundtable August 2012 - December 2012
J.A. Cambece Law Office, P.C. July 2012 - September 2012
Apple Inc May 2010 - May 2011
Skills
Networking, Security, Risk Management, Risk Assessment, Information Technology, Public Speaking, Customer Service, Sales, IT Strategy, IT Management, Compliance, IT Audit, Policy Analysis, Information Security..., Business Development, HIPAA, FFIEC, NIST 800-53, Banking, Information Security, PCI DSS
Education
Brewster Academy
Diploma, High School
Salem State University
BS, Computer Science
The Washington Center for Internships and Academic Seminars
Alumni, Technology Policy
GraVoc Associates Inc. October 2014 - Present
Wolf & Company, P.C. July 2014 - October 2014
Salem State University September 2011 - May 2014
The Financial Services Roundtable August 2012 - December 2012
J.A. Cambece Law Office, P.C. July 2012 - September 2012
Apple Inc May 2010 - May 2011
Skills
Networking, Security, Risk Management, Risk Assessment, Information Technology, Public Speaking, Customer Service, Sales, IT Strategy, IT Management, Compliance, IT Audit, Policy Analysis, Information Security..., Business Development, HIPAA, FFIEC, NIST 800-53, Banking, Information Security, PCI DSS
Education
Brewster Academy
Diploma, High School
Salem State University
BS, Computer Science
The Washington Center for Internships and Academic Seminars
Alumni, Technology Policy
Joshua Neffinger's Wolf & Company, P.C. Experience July 2005 - November 2010
Job VP Director IT Assurance at Eastern Bank
Industry Information Technology and Services
Experience
Eastern Bank March 2015 - Present
Salem Five Bank November 2010 - Present
Wolf & Company, P.C. July 2005 - November 2010
The Eagle-Tribune July 2004 - July 2005
Palm September 2003 - July 2004
Skills
Security, Business Continuity, Risk Management, Risk Assessment, Information Security, IT Audit, CISA, Network Security, Information Security..., Disaster Recovery, Vulnerability Management, SAS70, Application Security, Penetration Testing, Active Directory, PCI DSS, GLBA
Education
Gordon College 1999 — 2003
BS, Computer Science
SCS
Eastern Bank March 2015 - Present
Salem Five Bank November 2010 - Present
Wolf & Company, P.C. July 2005 - November 2010
The Eagle-Tribune July 2004 - July 2005
Palm September 2003 - July 2004
Skills
Security, Business Continuity, Risk Management, Risk Assessment, Information Security, IT Audit, CISA, Network Security, Information Security..., Disaster Recovery, Vulnerability Management, SAS70, Application Security, Penetration Testing, Active Directory, PCI DSS, GLBA
Education
Gordon College 1999 — 2003
BS, Computer Science
SCS
June Keane June Keane's Wolf & Company, P.C. Experience September 1997 - September 2000
Job Controller at Moran Environmental Recovery LLC
Industry Accounting
Experience
Moran Environmental Recovery LLC March 2012 - Present
Benemax, Inc. November 2010 - March 2012
Needel, Welch & Stone, P.C. September 2000 - March 2010
Wolf & Company, P.C. September 1997 - September 2000
The Venetian Restaurant April 1996 - June 1997
Boston Financial Data Services 1993 - 1994
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Tax, GAAP, SEC filings, US GAAP, General Ledger, CPA, Financial Accounting, Sarbanes-Oxley Act, Revenue Recognition, Corporate Tax, Financial Statements, Tax Preparation, Account Reconciliation, Cash Flow, Financial Analysis
Education
Northeastern University 1992 — 1997
BSBA, Accounting
Weymouth High School 1988 — 1992
Moran Environmental Recovery LLC March 2012 - Present
Benemax, Inc. November 2010 - March 2012
Needel, Welch & Stone, P.C. September 2000 - March 2010
Wolf & Company, P.C. September 1997 - September 2000
The Venetian Restaurant April 1996 - June 1997
Boston Financial Data Services 1993 - 1994
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Tax, GAAP, SEC filings, US GAAP, General Ledger, CPA, Financial Accounting, Sarbanes-Oxley Act, Revenue Recognition, Corporate Tax, Financial Statements, Tax Preparation, Account Reconciliation, Cash Flow, Financial Analysis
Education
Northeastern University 1992 — 1997
BSBA, Accounting
Weymouth High School 1988 — 1992
Joe Romanello's Wolf & Company, P.C. Experience November 2008 - August 2015
Job Senior Vice President at Strategic Resource Management
Industry Financial Services
Experience
Strategic Resource Management September 2015 - Present
Wolf & Company, P.C. November 2008 - August 2015
Infinity Data Corporation October 2006 - September 2008
Centrix Financial July 2005 - September 2006
The Gillette Company 1980 - 2000
Gillette 1980 - 2000
Gillette Company - Stationery Products Group 1980 - 2000
Skills
Sales Management, CRM, Leadership, Start-ups, Strategic Planning, Banking, Management, Sales, Risk Management, Training, Business Development, Competitive Analysis, Negotiation, Budgets, Forecasting, Financial Services, Mergers & Acquisitions, Process Improvement, Solution Selling, Cross-functional Team..., Social Media, New Business Development, Program Management, Consulting, Strategy, Business Strategy, Project Planning, SaaS, Lead Generation, Enterprise Software, Executive Management, Team Building, Coaching, Brand Development, Marketing Management, Product Management, Income Statement, Management Consulting, Finance, Organizational..., Product Development, Account Management, Business Analysis, Team Leadership, Vendor Management, Salesforce.com, Marketing, Strategic Partnerships, Marketing Strategy, Financial Institutions
Education
Fairleigh Dickinson University 1974 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Eastchester High School
Academic curriculum, Business Administration and Management, General
Strategic Resource Management September 2015 - Present
Wolf & Company, P.C. November 2008 - August 2015
Infinity Data Corporation October 2006 - September 2008
Centrix Financial July 2005 - September 2006
The Gillette Company 1980 - 2000
Gillette 1980 - 2000
Gillette Company - Stationery Products Group 1980 - 2000
Skills
Sales Management, CRM, Leadership, Start-ups, Strategic Planning, Banking, Management, Sales, Risk Management, Training, Business Development, Competitive Analysis, Negotiation, Budgets, Forecasting, Financial Services, Mergers & Acquisitions, Process Improvement, Solution Selling, Cross-functional Team..., Social Media, New Business Development, Program Management, Consulting, Strategy, Business Strategy, Project Planning, SaaS, Lead Generation, Enterprise Software, Executive Management, Team Building, Coaching, Brand Development, Marketing Management, Product Management, Income Statement, Management Consulting, Finance, Organizational..., Product Development, Account Management, Business Analysis, Team Leadership, Vendor Management, Salesforce.com, Marketing, Strategic Partnerships, Marketing Strategy, Financial Institutions
Education
Fairleigh Dickinson University 1974 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Eastchester High School
Academic curriculum, Business Administration and Management, General
Cody Belland Cody Belland's Wolf & Company, P.C. Experience July 2015 - Present
Job Commercial Tax Staff at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. July 2015 - Present
State Senator Benjamin Downing January 2015 - May 2015
State Street Bank January 2013 - May 2015
Ercolini & Company LLP January 2014 - March 2014
College Fund Landscaping May 2011 - August 2013
Olympia Sports June 2009 - January 2013
Andrea Nuciforo's Congressional Campaign March 2012 - September 2012
Skills
Communication Skills, Time Management, Project Management, Teamwork, Team Leadership, Organization, Analysis, Public Speaking, Accounting, Social Media, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Minors in Political Science and Economics
Wahconah Regional High School 2007 — 2011
Diploma
Wolf & Company, P.C. July 2015 - Present
State Senator Benjamin Downing January 2015 - May 2015
State Street Bank January 2013 - May 2015
Ercolini & Company LLP January 2014 - March 2014
College Fund Landscaping May 2011 - August 2013
Olympia Sports June 2009 - January 2013
Andrea Nuciforo's Congressional Campaign March 2012 - September 2012
Skills
Communication Skills, Time Management, Project Management, Teamwork, Team Leadership, Organization, Analysis, Public Speaking, Accounting, Social Media, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Minors in Political Science and Economics
Wahconah Regional High School 2007 — 2011
Diploma
Jason Clinton Jason Clinton's Wolf & Company, P.C. Experience July 2012 - Present
Job IT Assurance Staff Consultant at Wolf & Company, P.C.
Industry Information Technology and Services
Experience
Wolf & Company, P.C. July 2012 - Present
Bryant University Archway Investment Fund December 2011 - May 2012
Salisbury Bank and Trust Company June 2010 - January 2012
Bryant University Archway Investment Fund September 2011 - December 2011
The Movie House January 2008 - January 2011
Salisbury Bank & Trust Company June 2007 - August 2007
Skills
IT Audit, Banking, Microsoft Excel, Portfolio Management, PowerPoint, Risk Management, Sarbanes-Oxley Act, Investments, Management
Education
Bryant University 2008 — 2012
Bachelor's of Science, Finance
Webutuck High School
Wolf & Company, P.C. July 2012 - Present
Bryant University Archway Investment Fund December 2011 - May 2012
Salisbury Bank and Trust Company June 2010 - January 2012
Bryant University Archway Investment Fund September 2011 - December 2011
The Movie House January 2008 - January 2011
Salisbury Bank & Trust Company June 2007 - August 2007
Skills
IT Audit, Banking, Microsoft Excel, Portfolio Management, PowerPoint, Risk Management, Sarbanes-Oxley Act, Investments, Management
Education
Bryant University 2008 — 2012
Bachelor's of Science, Finance
Webutuck High School
Michelle Post Michelle Post's Wolf & Company, P.C. Experience July 2012 - Present
Job Internal Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. July 2012 - Present
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, GAAP, Financial Reporting, Accounting, Financial Accounting, US GAAP, SEC filings, General Ledger, CPA, External Audit, Financial Audits, SEC Filings
Education
Bryant University 2011 — 2012
Master's degree, Accounting
Bryant University 2007 — 2011
Bachelor's degree, Accounting
Wolf & Company, P.C. July 2012 - Present
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, GAAP, Financial Reporting, Accounting, Financial Accounting, US GAAP, SEC filings, General Ledger, CPA, External Audit, Financial Audits, SEC Filings
Education
Bryant University 2011 — 2012
Master's degree, Accounting
Bryant University 2007 — 2011
Bachelor's degree, Accounting
Sam Capuano Sam Capuano's Wolf & Company, P.C. Experience 2014 - July 2015
Job Principal at The Bonadio Group
Industry Banking
Experience
The Bonadio Group July 2015 - Present
Your Hometowne February 2014 - Present
Wolf & Company, P.C. 2014 - July 2015
BSBPA 2000 - September 2014
Sunmark FCU 2002 - 2014
Ballston Journal 2007 - June 2013
Association of Credit Union Internal Auditors (ACUIA) 2006 - 2011
Ballston Spa National Bank 1993 - 2002
1st American Bank 1987 - 1993
Eastland Bank 1985 - 1987
Skills
Risk Management, Banking, Newspaper, Internal Audit, Credit, Financial Analysis, Cash Management, Finance, Enterprise Risk..., Commercial Banking, Commercial Lending, Loans, Retail Banking, Credit Risk, Consumer Lending, Accounting, Credit Analysis, Microsoft Office, Financial Reporting, Mortgage Lending, Leadership, Marketing, Financial Risk
Education
Providence College 1981 — 1985
Bachelor of Science (B.S.), Accounting
The Bonadio Group July 2015 - Present
Your Hometowne February 2014 - Present
Wolf & Company, P.C. 2014 - July 2015
BSBPA 2000 - September 2014
Sunmark FCU 2002 - 2014
Ballston Journal 2007 - June 2013
Association of Credit Union Internal Auditors (ACUIA) 2006 - 2011
Ballston Spa National Bank 1993 - 2002
1st American Bank 1987 - 1993
Eastland Bank 1985 - 1987
Skills
Risk Management, Banking, Newspaper, Internal Audit, Credit, Financial Analysis, Cash Management, Finance, Enterprise Risk..., Commercial Banking, Commercial Lending, Loans, Retail Banking, Credit Risk, Consumer Lending, Accounting, Credit Analysis, Microsoft Office, Financial Reporting, Mortgage Lending, Leadership, Marketing, Financial Risk
Education
Providence College 1981 — 1985
Bachelor of Science (B.S.), Accounting
Anna Recker's Wolf & Company, P.C. Experience October 2011 - Present
Job Performance and Development Specialist; Human Resources
Industry Financial Services
Experience
Wolf & Company, P.C. October 2011 - Present
Skills
Access
Education
Gordon College 2008 — 2011
Bachelor's, English
Wolf & Company, P.C. October 2011 - Present
Skills
Access
Education
Gordon College 2008 — 2011
Bachelor's, English
Tiago Annes Tiago Annes's Wolf & Company, P.C. Experience December 2014 - Present
Job Tax Associate at Wolf & Company
Industry Accounting
Experience
Wolf & Company, P.C. December 2014 - Present
PwC June 2014 - September 2014
PwC June 2013 - September 2013
Putnam Investments 2011 - 2012
Skills
Microsoft Excel, Accounting, Partnerships, Mutual Funds, Customer Service, Financial Reporting, Tax
Education
Salem State College 2012 — 2014
Bachelor of Science (BS), Accounting
Middlesex Community College 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Woburn Memorial High School
Wolf & Company, P.C. December 2014 - Present
PwC June 2014 - September 2014
PwC June 2013 - September 2013
Putnam Investments 2011 - 2012
Skills
Microsoft Excel, Accounting, Partnerships, Mutual Funds, Customer Service, Financial Reporting, Tax
Education
Salem State College 2012 — 2014
Bachelor of Science (BS), Accounting
Middlesex Community College 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Woburn Memorial High School
Erica Prance's Wolf & Company, P.C. Experience July 2012 - June 2013
Job Account Executive at Kirkiles & Associates
Industry Insurance
Experience
Kirkiles & Associates January 2015 - Present
Wolf & Company, P.C. July 2012 - June 2013
BlumShapiro August 2009 - July 2012
TMP Consulting Engineers, Inc. November 2007 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Salesforce.com, Outlook, Social Media, Nonprofits, Human Resources, Project Management, Public Relations, Sales, Budgets, Administrative..., Strategic Planning, Public Speaking, Marketing
Education
Fitchburg State College 2002 — 2006
Bachelor of the Arts, English/Theatre
Cardinal Spellman High School
Kirkiles & Associates January 2015 - Present
Wolf & Company, P.C. July 2012 - June 2013
BlumShapiro August 2009 - July 2012
TMP Consulting Engineers, Inc. November 2007 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Salesforce.com, Outlook, Social Media, Nonprofits, Human Resources, Project Management, Public Relations, Sales, Budgets, Administrative..., Strategic Planning, Public Speaking, Marketing
Education
Fitchburg State College 2002 — 2006
Bachelor of the Arts, English/Theatre
Cardinal Spellman High School
Nichole Souther Nichole Souther's Wolf & Company, P.C. Experience September 2013 - Present
Job Regulatory Compliance Consultant at Wolf & Company, P.C.
Industry Banking
Experience
Wolf & Company, P.C. September 2013 - Present
TD Bank June 2012 - September 2013
TD March 2011 - June 2012
TD Bank Group July 2009 - February 2011
TD Bank Group September 2008 - July 2009
Skills
Loans, Mortgage Lending, Sales, Customer Service, Business Development, Credit, Banking, Retail Banking, Consumer Lending, Cross Selling, Outlook, Finance, Financial Services, Credit Cards, Mutual Funds, Deposits
Education
University of Massachusetts Boston 2010 — 2012
Bachelor of Science (BS), Finance, 3.638
Northeastern University 2007 — 2009
Psycholinguistics
Wolf & Company, P.C. September 2013 - Present
TD Bank June 2012 - September 2013
TD March 2011 - June 2012
TD Bank Group July 2009 - February 2011
TD Bank Group September 2008 - July 2009
Skills
Loans, Mortgage Lending, Sales, Customer Service, Business Development, Credit, Banking, Retail Banking, Consumer Lending, Cross Selling, Outlook, Finance, Financial Services, Credit Cards, Mutual Funds, Deposits
Education
University of Massachusetts Boston 2010 — 2012
Bachelor of Science (BS), Finance, 3.638
Northeastern University 2007 — 2009
Psycholinguistics
L. Randy Marsicano L. Randy Marsicano's Wolf & Company, P.C. Experience February 2006 - Present
Job Manager Professional Services, WolfPAC Solutions Group
Industry Information Technology and Services
Experience
Wolf & Company, P.C. February 2006 - Present
City National Bank and Trust Company December 2002 - February 2006
IFS International March 1996 - June 2002
Amsterdam Savings Bank April 1989 - March 1996
Skills
Information Security, Disaster Recovery, Risk Management, Network Security, Vulnerability Assessment, Vendor Management, Information Technology, IT Audit, CISA, Risk Assessment, Auditing, Financial Risk, SAS70, Business Continuity, Internal Audit, Information Security..., Computer Security, IT Risk Management, SDLC, Penetration Testing, Enterprise Risk..., Internal Controls, GLBA, CISSP
Education
Siena College 1985 — 1988
Wolf & Company, P.C. February 2006 - Present
City National Bank and Trust Company December 2002 - February 2006
IFS International March 1996 - June 2002
Amsterdam Savings Bank April 1989 - March 1996
Skills
Information Security, Disaster Recovery, Risk Management, Network Security, Vulnerability Assessment, Vendor Management, Information Technology, IT Audit, CISA, Risk Assessment, Auditing, Financial Risk, SAS70, Business Continuity, Internal Audit, Information Security..., Computer Security, IT Risk Management, SDLC, Penetration Testing, Enterprise Risk..., Internal Controls, GLBA, CISSP
Education
Siena College 1985 — 1988
Martyn Rees, CIA Martyn Rees, CIA's Wolf & Company, P.C. Experience October 2011 - Present
Job Manager, WolfPAC Client Services at Wolf & Company, P.C.
Industry Financial Services
Experience
Wolf & Company, P.C October 2011 - Present
Wolf & Company, P.C. October 2009 - September 2011
Wolf & Company, P.C. December 2007 - September 2009
Wolf & Company, P.C. February 2004 - December 2007
Commonwealth of Massachusetts Division of Banks September 2001 - February 2004
Blackhorse Finance Ltd. November 1991 - July 2001
Skills
Risk Management, Risk Assessment, Retail Banking, Internal Audit, Banking, Auditing, Financial Reporting, Financial Risk, Information Security, Management, Training, Finance, Enterprise Risk..., Financial Analysis, Financial Services, Business Process, AML, Business Development, IT Audit, Internal Controls, Team Management, Accounting, Sarbanes-Oxley Act, Business Continuity, Process Improvement, Operational Risk..., Financial Institutions, Due Diligence, Credit, Fraud, Operational Risk, Bank Secrecy Act, CISA, Loans, Information Security..., Sarbanes-Oxley, OFAC, Commercial Banking, Internet Banking, SaaS, SEC filings
Education
De Montfort University 1982 — 1986
BA (Hons), Public Administration
Wolf & Company, P.C October 2011 - Present
Wolf & Company, P.C. October 2009 - September 2011
Wolf & Company, P.C. December 2007 - September 2009
Wolf & Company, P.C. February 2004 - December 2007
Commonwealth of Massachusetts Division of Banks September 2001 - February 2004
Blackhorse Finance Ltd. November 1991 - July 2001
Skills
Risk Management, Risk Assessment, Retail Banking, Internal Audit, Banking, Auditing, Financial Reporting, Financial Risk, Information Security, Management, Training, Finance, Enterprise Risk..., Financial Analysis, Financial Services, Business Process, AML, Business Development, IT Audit, Internal Controls, Team Management, Accounting, Sarbanes-Oxley Act, Business Continuity, Process Improvement, Operational Risk..., Financial Institutions, Due Diligence, Credit, Fraud, Operational Risk, Bank Secrecy Act, CISA, Loans, Information Security..., Sarbanes-Oxley, OFAC, Commercial Banking, Internet Banking, SaaS, SEC filings
Education
De Montfort University 1982 — 1986
BA (Hons), Public Administration
Matt Vaughn, CPA Matt Vaughn, CPA's Wolf & Company, P.C. Experience September 2007 - Present
Job Audit Supervisor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2007 - Present
Education
Stonehill College 2003 — 2007
BSBA, Accounting
Wolf & Company, P.C. September 2007 - Present
Education
Stonehill College 2003 — 2007
BSBA, Accounting
Kevin Forand Kevin Forand's Wolf & Company, P.C. Experience May 2015 - Present
Job Staff Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. May 2015 - Present
Swipely September 2014 - December 2014
The F.M. Kirby Foundation July 2014 - August 2014
Providence College March 2012 - May 2014
Visiting Nurse Service of New York May 2013 - August 2013
Minuteman Restaurant December 2007 - January 2013
Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Accounting, Finance, Problem Solving, Critical Thinking, Interpersonal Skill, communication, Analytical Skills, Business Strategy, Streamlining Operations
Education
Providence College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Providence College 2010 — 2014
Bachelor's Degree, Accounting and Finance, 3.2
Wolf & Company, P.C. May 2015 - Present
Swipely September 2014 - December 2014
The F.M. Kirby Foundation July 2014 - August 2014
Providence College March 2012 - May 2014
Visiting Nurse Service of New York May 2013 - August 2013
Minuteman Restaurant December 2007 - January 2013
Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Accounting, Finance, Problem Solving, Critical Thinking, Interpersonal Skill, communication, Analytical Skills, Business Strategy, Streamlining Operations
Education
Providence College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Providence College 2010 — 2014
Bachelor's Degree, Accounting and Finance, 3.2
Michelle LeClair, CPA, CIA's Wolf & Company, P.C. Experience September 2012 - January 2013
Job Senior Internal Auditor II at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2014 - July 2015
Liberty Mutual Insurance May 2013 - July 2014
Wolf & Company, P.C. September 2012 - January 2013
Johnson Lambert LLP September 2009 - August 2012
Johnson Lambert & Co. LLP June 2008 - April 2009
Gallagher, Flynn & Company, LLP January 2008 - April 2008
Skills
•Proficient in..., US GAAP, Auditing, Internal Audit, GAAP, Internal Controls, Financial Reporting, Accounting, Financial Accounting, External Audit, CPA, Statutory Accounting, Tax Preparation
Education
Endicott College 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Vermont 2005 — 2009
BS in Business Administration (Professional Accounting), Professional Accounting
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2014 - July 2015
Liberty Mutual Insurance May 2013 - July 2014
Wolf & Company, P.C. September 2012 - January 2013
Johnson Lambert LLP September 2009 - August 2012
Johnson Lambert & Co. LLP June 2008 - April 2009
Gallagher, Flynn & Company, LLP January 2008 - April 2008
Skills
•Proficient in..., US GAAP, Auditing, Internal Audit, GAAP, Internal Controls, Financial Reporting, Accounting, Financial Accounting, External Audit, CPA, Statutory Accounting, Tax Preparation
Education
Endicott College 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Vermont 2005 — 2009
BS in Business Administration (Professional Accounting), Professional Accounting
Laura Timmerman, CPA's Wolf & Company, P.C. Experience June 2010 - August 2010
Job Assurance Senior Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
PwC January 2013 - December 2014
Academic Center for Excellence September 2011 - May 2012
PwC June 2011 - August 2011
Wolf & Company, P.C. June 2010 - August 2010
Merrimack Village Family Practice January 2009 - December 2009
CVS July 2006 - August 2008
Skills
Accounting, Financial Reporting, Leadership, Microsoft Excel, PowerPoint, Asset Management
Education
Bryant University 2012 — 2012
Masters of Professional Accountancy, Accounting
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Accounting, Magna Cum Laude
PwC January 2015 - Present
PwC January 2013 - December 2014
Academic Center for Excellence September 2011 - May 2012
PwC June 2011 - August 2011
Wolf & Company, P.C. June 2010 - August 2010
Merrimack Village Family Practice January 2009 - December 2009
CVS July 2006 - August 2008
Skills
Accounting, Financial Reporting, Leadership, Microsoft Excel, PowerPoint, Asset Management
Education
Bryant University 2012 — 2012
Masters of Professional Accountancy, Accounting
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Accounting, Magna Cum Laude
Elizabeth Avril Elizabeth Avril's Wolf & Company, P.C. Experience September 2006 - May 2009
Job
Industry Accounting
Experience
John Hancock Investments October 2013 - Present
Outpost International June 2009 - October 2013
Wolf & Company, P.C. September 2006 - May 2009
Skills
Auditing, CPA, Sarbanes-Oxley Act, SEC filings, Accounting, Internal Controls, Financial Reporting, GAAP, US GAAP, General Ledger, Financial Accounting, Internal Audit
Education
Nichols College 2007 — 2009
Master of Science, Business Administration
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science, Accounting
John Hancock Investments October 2013 - Present
Outpost International June 2009 - October 2013
Wolf & Company, P.C. September 2006 - May 2009
Skills
Auditing, CPA, Sarbanes-Oxley Act, SEC filings, Accounting, Internal Controls, Financial Reporting, GAAP, US GAAP, General Ledger, Financial Accounting, Internal Audit
Education
Nichols College 2007 — 2009
Master of Science, Business Administration
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science, Accounting
STEPHEN B JORDAN EA's Wolf & Company, P.C. Experience August 1985 - August 1986
Job Your Personal/Small Biz Tax Pro since 1987
Industry Accounting
Experience
Lorman® Educational Services :: www.lorman.com/ October 2014 - Present
NH Pro-Bono Low-Income Taxpayer Project :: www.nhbar.org/for-the-public/ October 2011 - Present
STEPHEN B JORDAN, EA :: www.stephenbjordanea.com/ April 1987 - Present
Bentley University Low-Income Taxpayer Clinic July 2010 - September 2013
Mount Washington College® (formerly Hesser College) 1999 - 1999
Southern New Hampshire University (formerly New Hampshire College) 1993 - 1993
Fiducial formerly Comprehensive® Accounting Corporation May 1987 - December 1990
Franklin Pierce University (formerly Franklin Pierce College) 1988 - 1989
General Cinema Corporation (acquired by AMC Theatres) August 1986 - May 1987
Wolf & Company, P.C. August 1985 - August 1986
Skills
IRS, Tax Returns, Tax, Appeals, Quickbooks, Federal Tax, Income Tax, Accounting, Tax Preparation, Financial Planning, Tax Audits, Tax Compliance, Payroll Taxes, Bookkeeping, Corporate Tax, Payroll, Financial Reporting, Balance, Problem Solving, Tax Research, Partnership Taxation, Sales Tax, Tax Services, Tax Accounting, Tax Return Preparation, Tax Controversy, Tax Advisory, LLC, Individual Taxation, Small Business..., Estate Tax Planning, General Ledger, Payroll Processing, Financial Accounting, Accounts Payable, Cash Flow, Accounts Receivable, Reconciliation, Estate Planning, Non-profits, Compliance, Business Tax, Financial Analysis, International Tax, Trusts, Excel, Budgeting, Internal Controls, Management Consulting, Cost Accounting
Education
William Howard Taft University 2005 — 2009
Masters, Taxation
Indiana University Bloomington 1980 — 1982
Masters, Information Systems/Accounting
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1980
BS, Business Administration
Lorman® Educational Services :: www.lorman.com/ October 2014 - Present
NH Pro-Bono Low-Income Taxpayer Project :: www.nhbar.org/for-the-public/ October 2011 - Present
STEPHEN B JORDAN, EA :: www.stephenbjordanea.com/ April 1987 - Present
Bentley University Low-Income Taxpayer Clinic July 2010 - September 2013
Mount Washington College® (formerly Hesser College) 1999 - 1999
Southern New Hampshire University (formerly New Hampshire College) 1993 - 1993
Fiducial formerly Comprehensive® Accounting Corporation May 1987 - December 1990
Franklin Pierce University (formerly Franklin Pierce College) 1988 - 1989
General Cinema Corporation (acquired by AMC Theatres) August 1986 - May 1987
Wolf & Company, P.C. August 1985 - August 1986
Skills
IRS, Tax Returns, Tax, Appeals, Quickbooks, Federal Tax, Income Tax, Accounting, Tax Preparation, Financial Planning, Tax Audits, Tax Compliance, Payroll Taxes, Bookkeeping, Corporate Tax, Payroll, Financial Reporting, Balance, Problem Solving, Tax Research, Partnership Taxation, Sales Tax, Tax Services, Tax Accounting, Tax Return Preparation, Tax Controversy, Tax Advisory, LLC, Individual Taxation, Small Business..., Estate Tax Planning, General Ledger, Payroll Processing, Financial Accounting, Accounts Payable, Cash Flow, Accounts Receivable, Reconciliation, Estate Planning, Non-profits, Compliance, Business Tax, Financial Analysis, International Tax, Trusts, Excel, Budgeting, Internal Controls, Management Consulting, Cost Accounting
Education
William Howard Taft University 2005 — 2009
Masters, Taxation
Indiana University Bloomington 1980 — 1982
Masters, Information Systems/Accounting
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1980
BS, Business Administration
Hank Baum Hank Baum's Wolf & Company, P.C. Experience 2005 - 2009
Job Executive Vice President at Mutual Security Credit Union
Industry Banking
Experience
Mutual Security Credit Union January 2015 - Present
Wallingford Education Foundation September 2009 - Present
Metropolitan Commercial Bank January 2014 - January 2015
Guilford Savings Bank September 1997 - January 2014
Mercy Center at Madison July 2009 - June 2011
Branford Chamber Of Commerce September 2000 - September 2010
Center for Fiancial Training CFT 2000 - 2010
Wolf & Company, P.C. 2005 - 2009
Beneficial 1991 - 1997
Skills
Compliance, Team Building, Risk Management, Negotiation, Process Improvement, Operations Management, Coaching, Security, Marketing
Education
Southern Connecticut State University 1986 — 1990
bs, business
Daniel Hand High School 1981 — 1985
HS
Mutual Security Credit Union January 2015 - Present
Wallingford Education Foundation September 2009 - Present
Metropolitan Commercial Bank January 2014 - January 2015
Guilford Savings Bank September 1997 - January 2014
Mercy Center at Madison July 2009 - June 2011
Branford Chamber Of Commerce September 2000 - September 2010
Center for Fiancial Training CFT 2000 - 2010
Wolf & Company, P.C. 2005 - 2009
Beneficial 1991 - 1997
Skills
Compliance, Team Building, Risk Management, Negotiation, Process Improvement, Operations Management, Coaching, Security, Marketing
Education
Southern Connecticut State University 1986 — 1990
bs, business
Daniel Hand High School 1981 — 1985
HS
Jay Kleponis Jay Kleponis's Wolf & Company, P.C. Experience October 2011 - November 2013
Job Property Accountant at Finard Properties LLC
Industry Accounting
Experience
Finard Properties LLC August 2015 - Present
Brookline Bank December 2013 - July 2015
Wolf & Company, P.C. October 2011 - November 2013
George Colburn, CPA June 2009 - October 2011
Skills
Tax Research, Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, Financial Reporting, Tax Accounting, Tax Returns, GAAP, Fixed Assets, Account Reconciliation, Journal Entries, Payroll Taxes, General Ledger, Microsoft Excel
Education
Plymouth State University 2005 — 2009
Accounting, Business
Finard Properties LLC August 2015 - Present
Brookline Bank December 2013 - July 2015
Wolf & Company, P.C. October 2011 - November 2013
George Colburn, CPA June 2009 - October 2011
Skills
Tax Research, Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, Financial Reporting, Tax Accounting, Tax Returns, GAAP, Fixed Assets, Account Reconciliation, Journal Entries, Payroll Taxes, General Ledger, Microsoft Excel
Education
Plymouth State University 2005 — 2009
Accounting, Business
James Pope's Wolf & Company, P.C. Experience January 2007 - February 2007
Job Director of Information Services for the City of Gloucester, MA
Industry Information Technology and Services
Experience
City of Gloucester December 2013 - Present
Dane Street June 2012 - August 2013
Informed Medical Decisions Foundation June 2010 - June 2012
Tidal Consulting June 2001 - June 2010
Gloucester Publishers June 2001 - 2009
Wolf & Company, P.C. January 2007 - February 2007
Tyco Healthcare January 2006 - June 2006
Johnson & Johnson CPC January 2005 - June 2005
Gloucester Public Schools 1999 - 2004
Education
Northeastern University 2003 — 2008
Bachelor of Arts (B.A.), Information Systems Management, Entrepreneurship
Gloucester High School 1999 — 2003
City of Gloucester December 2013 - Present
Dane Street June 2012 - August 2013
Informed Medical Decisions Foundation June 2010 - June 2012
Tidal Consulting June 2001 - June 2010
Gloucester Publishers June 2001 - 2009
Wolf & Company, P.C. January 2007 - February 2007
Tyco Healthcare January 2006 - June 2006
Johnson & Johnson CPC January 2005 - June 2005
Gloucester Public Schools 1999 - 2004
Education
Northeastern University 2003 — 2008
Bachelor of Arts (B.A.), Information Systems Management, Entrepreneurship
Gloucester High School 1999 — 2003
Ryan Brunell, CPA's Wolf & Company, P.C. Experience April 2014 - Present
Job Tax Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. April 2014 - Present
Cowan Bolduc Doherty, CPA's October 2013 - April 2014
Wolf & Company, P.C. September 2007 - October 2013
Skills
CPA, Corporate Tax, Tax, Accounting, Income Tax, Tax Returns, Tax Research, Tax Accounting
Education
Northeastern University 2009 — 2011
Master of Science (MS), Taxation
Providence College 2003 — 2007
Bachelor of Science (B.S.), Accounting
Wolf & Company, P.C. April 2014 - Present
Cowan Bolduc Doherty, CPA's October 2013 - April 2014
Wolf & Company, P.C. September 2007 - October 2013
Skills
CPA, Corporate Tax, Tax, Accounting, Income Tax, Tax Returns, Tax Research, Tax Accounting
Education
Northeastern University 2009 — 2011
Master of Science (MS), Taxation
Providence College 2003 — 2007
Bachelor of Science (B.S.), Accounting
Diana Tarnow's Wolf & Company, P.C. Experience September 1985 - September 1987
Job VP/Sr. Director of Financial reportng at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2006 - Present
State Street January 2002 - 2006
First Data Corp 1989 - 1999
Arthur Young September 1987 - July 1989
Wolf & Company, P.C. September 1985 - September 1987
Skills
Financial Reporting, Securities, Mutual Funds, Fund Accounting, Alternative Investments, Asset Managment, SEC filings, Accounting, Asset Management, Derivatives, Auditing
Education
Salem State College 1983 — 1985
Bachelor of Science Business Administration, Accounting
BNY Mellon July 2006 - Present
State Street January 2002 - 2006
First Data Corp 1989 - 1999
Arthur Young September 1987 - July 1989
Wolf & Company, P.C. September 1985 - September 1987
Skills
Financial Reporting, Securities, Mutual Funds, Fund Accounting, Alternative Investments, Asset Managment, SEC filings, Accounting, Asset Management, Derivatives, Auditing
Education
Salem State College 1983 — 1985
Bachelor of Science Business Administration, Accounting
Richard Beren's Wolf & Company, P.C. Experience December 2006 - July 2007
Job Audit Consultant at M & M Consulting, LLC
Industry Information Technology and Services
Experience
M & M Consulting, LLC June 2012 - Present
Boston Financial Data Services July 2009 - June 2012
Baker Newman & Noyes January 2008 - March 2009
Wolf & Company, P.C. December 2006 - July 2007
Harcourt Group Ltd of New England November 2002 - February 2006
AT&T October 2000 - July 2002
NCR April 1994 - October 2000
Mutual Advisory Corpration September 1981 - January 1994
Stone & Webster August 1978 - September 1981
Skills
IT Audit, Security, SAS70, SOX, Risk, IT Risk, Compliance, Internal Audit, Auditing, Risk Assessment
Education
Northeastern University 1972 — 1978
B.S. Business Administration, Accounting, 3.25
Northeastern University 1972 — 1977
BA Liberal Arts, BA Political Science
M & M Consulting, LLC June 2012 - Present
Boston Financial Data Services July 2009 - June 2012
Baker Newman & Noyes January 2008 - March 2009
Wolf & Company, P.C. December 2006 - July 2007
Harcourt Group Ltd of New England November 2002 - February 2006
AT&T October 2000 - July 2002
NCR April 1994 - October 2000
Mutual Advisory Corpration September 1981 - January 1994
Stone & Webster August 1978 - September 1981
Skills
IT Audit, Security, SAS70, SOX, Risk, IT Risk, Compliance, Internal Audit, Auditing, Risk Assessment
Education
Northeastern University 1972 — 1978
B.S. Business Administration, Accounting, 3.25
Northeastern University 1972 — 1977
BA Liberal Arts, BA Political Science
Nancy Rossetter Cronrath's Wolf & Company, P.C. Experience September 1997 - August 2004
Job CPA
Industry Accounting
Experience
Mercedes Benz USA May 2011 - Present
FGIC October 2005 - April 2011
The Siegfried Group 2004 - 2005
Wolf & Company, P.C. September 1997 - August 2004
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, GAAP, SEC Filings, US GAAP, CPA, Corporate Finance, General Ledger, Internal Audit, Financial Accounting, Process Improvement
Education
Ithaca College 1993 — 1997
BA, Accounting
Newburgh Free Academy
Mercedes Benz USA May 2011 - Present
FGIC October 2005 - April 2011
The Siegfried Group 2004 - 2005
Wolf & Company, P.C. September 1997 - August 2004
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, GAAP, SEC Filings, US GAAP, CPA, Corporate Finance, General Ledger, Internal Audit, Financial Accounting, Process Improvement
Education
Ithaca College 1993 — 1997
BA, Accounting
Newburgh Free Academy
Steven Maske's Wolf & Company, P.C. Experience May 2008 - May 2010
Job Security Engineer at PC Connection, Inc.
Industry Computer & Network Security
Experience
PC Connection, Inc. April 2011 - Present
Marcum LLP May 2010 - April 2011
Wolf & Company, P.C. May 2008 - May 2010
Self Employed July 2007 - December 2008
Computer Sciences Corporation (CSC) May 2001 - September 2007
Bombardier Transportation May 2001 - February 2003
Skills
Information Security, Risk Management, Vulnerability Assessment, Threat Analysis, Penetration Testing, Social Engineering, Disaster Recovery, Business Continuity, IT Audit, Vulnerability Management
Education
University of Phoenix
Master of Information Systems, Technology Management
University of Phoenix
Bachelor of Science, Information Technology
State University of New York College at Plattsburgh
Associate of Science, Computer Science
PC Connection, Inc. April 2011 - Present
Marcum LLP May 2010 - April 2011
Wolf & Company, P.C. May 2008 - May 2010
Self Employed July 2007 - December 2008
Computer Sciences Corporation (CSC) May 2001 - September 2007
Bombardier Transportation May 2001 - February 2003
Skills
Information Security, Risk Management, Vulnerability Assessment, Threat Analysis, Penetration Testing, Social Engineering, Disaster Recovery, Business Continuity, IT Audit, Vulnerability Management
Education
University of Phoenix
Master of Information Systems, Technology Management
University of Phoenix
Bachelor of Science, Information Technology
State University of New York College at Plattsburgh
Associate of Science, Computer Science
David Corbett, CPA's Wolf & Company, P.C. Experience September 2001 - November 2004
Job Director, External Reporting at American Tower
Industry Accounting
Experience
American Tower January 2013 - Present
American Tower May 2012 - December 2012
The MENTOR Network November 2004 - May 2012
Wolf & Company, P.C. September 2001 - November 2004
Skills
SEC reporting, Audit, Financial Reporting
Education
Stonehill College 1998 — 2001
Bachelor of Science, Accounting
American Tower January 2013 - Present
American Tower May 2012 - December 2012
The MENTOR Network November 2004 - May 2012
Wolf & Company, P.C. September 2001 - November 2004
Skills
SEC reporting, Audit, Financial Reporting
Education
Stonehill College 1998 — 2001
Bachelor of Science, Accounting
Tracy Hall, MBCP's Wolf & Company, P.C. Experience October 2013 - Present
Job IT Assurance Manager at Wolf & Company, P.C.
Industry Information Technology and Services
Experience
Wolf & Company, P.C. October 2013 - Present
Specialized Data Systems December 2008 - October 2013
CAPS Business Recovery Services April 1999 - September 2008
Skills
Business Continuity, Business Continuity..., Risk Management, Disaster Recovery, Crisis Management
Education
Southern Connecticut State University
Bachelor of Science
Wolf & Company, P.C. October 2013 - Present
Specialized Data Systems December 2008 - October 2013
CAPS Business Recovery Services April 1999 - September 2008
Skills
Business Continuity, Business Continuity..., Risk Management, Disaster Recovery, Crisis Management
Education
Southern Connecticut State University
Bachelor of Science
Jeff Olsberg's Wolf & Company, P.C. Experience 1973 - 1974
Job Vice PresidentTax at Tractor Supply Company
Industry Consumer Goods
Experience
Tractor Supply Company June 2005 - Present
Tractor Supply Company June 2005 - February 2012
Budget Rent a Car Corporation 1984 - 2001
Fred S. James & Co. Inc May 1976 - June 1986
Blue Cross and Blue Shield Association 1974 - 1976
Wolf & Company, P.C. 1973 - 1974
Skills
Accounting, Excel, Retail, Negotiation, Problem Solving, Mergers, Auditing, Coaching, Research, Compliance, Mentoring, GAAP, Forecasting, Management, Corporate Tax, Financial Reporting, Accounts Payable, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Risk Management, Sales Tax, Tax Accounting, Property Tax, Tax Research, Fixed Assets, Mergers & Acquisitions, Tax Preparation, General Ledger, Income Statement, Cash Flow, Due Diligence, Cash Management, Payroll, Microsoft Excel, Accounts Receivable, Financial Accounting, Strategic Financial..., Income Tax, US GAAP, Cost Accounting, Account Reconciliation, Tax Returns, Consolidation, Internal Audit, International Tax, Tax Advisory, Tax, Budgets
Education
DePaul University 1979 — 1980
Master, Taxation
Northern Illinois University - College of Business 1969 — 1973
Bachelor's of Science, Accounting
Palatine High School 1964 — 1969
High School Diploma, Pre College
Tractor Supply Company June 2005 - Present
Tractor Supply Company June 2005 - February 2012
Budget Rent a Car Corporation 1984 - 2001
Fred S. James & Co. Inc May 1976 - June 1986
Blue Cross and Blue Shield Association 1974 - 1976
Wolf & Company, P.C. 1973 - 1974
Skills
Accounting, Excel, Retail, Negotiation, Problem Solving, Mergers, Auditing, Coaching, Research, Compliance, Mentoring, GAAP, Forecasting, Management, Corporate Tax, Financial Reporting, Accounts Payable, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Risk Management, Sales Tax, Tax Accounting, Property Tax, Tax Research, Fixed Assets, Mergers & Acquisitions, Tax Preparation, General Ledger, Income Statement, Cash Flow, Due Diligence, Cash Management, Payroll, Microsoft Excel, Accounts Receivable, Financial Accounting, Strategic Financial..., Income Tax, US GAAP, Cost Accounting, Account Reconciliation, Tax Returns, Consolidation, Internal Audit, International Tax, Tax Advisory, Tax, Budgets
Education
DePaul University 1979 — 1980
Master, Taxation
Northern Illinois University - College of Business 1969 — 1973
Bachelor's of Science, Accounting
Palatine High School 1964 — 1969
High School Diploma, Pre College
Benjamin Lord's Wolf & Company, P.C. Experience July 2005 - February 2010
Job VP / Information Security & Vendor Risk Manager at Bank Newport
Industry Banking
Experience
Bank Newport March 2011 - Present
MIB June 2010 - January 2011
Wolf & Company, P.C. July 2005 - February 2010
First NLC July 2003 - July 2005
Skills
Security, Risk Assessment, Information Security, Social Engineering, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Auditing, Project Management, IT Audit, Internal Audit, Banking, Process Improvement
Education
New England School of Financial Studies 2014 — 2015
Providence College 1999 — 2003
BS, Business Management w/ Computer Science
East Providence High School 1996 — 1999
Bank Newport March 2011 - Present
MIB June 2010 - January 2011
Wolf & Company, P.C. July 2005 - February 2010
First NLC July 2003 - July 2005
Skills
Security, Risk Assessment, Information Security, Social Engineering, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Auditing, Project Management, IT Audit, Internal Audit, Banking, Process Improvement
Education
New England School of Financial Studies 2014 — 2015
Providence College 1999 — 2003
BS, Business Management w/ Computer Science
East Providence High School 1996 — 1999
Stephen Donnelly, CPA's Wolf & Company, P.C. Experience September 2007 - September 2010
Job Chief Accounting Officer at Wave Systems Corp.
Industry Accounting
Experience
Wave Systems Corp. December 2014 - Present
Wave Systems Corp. July 2012 - November 2014
Burkhart, Pizzanelli, P.C. October 2010 - June 2012
Wolf & Company, P.C. September 2007 - September 2010
Wolf & Company, P.C. July 2005 - September 2007
Skills
Manufacturing, Auditing, CPA, Accounting, GAAP, Financial Reporting, US GAAP, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, General Ledger
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2007
M.S., Accounting
Saint Anselm College 2000 — 2004
B.A., Accounting
North Attleboro High School 1996 — 2000
Wave Systems Corp. December 2014 - Present
Wave Systems Corp. July 2012 - November 2014
Burkhart, Pizzanelli, P.C. October 2010 - June 2012
Wolf & Company, P.C. September 2007 - September 2010
Wolf & Company, P.C. July 2005 - September 2007
Skills
Manufacturing, Auditing, CPA, Accounting, GAAP, Financial Reporting, US GAAP, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, General Ledger
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2007
M.S., Accounting
Saint Anselm College 2000 — 2004
B.A., Accounting
North Attleboro High School 1996 — 2000
David Flebotte's Wolf & Company, P.C. Experience September 2001 - December 2013
Job Tax Manager at S.L.Marhelewicz, CPA, PC
Industry Accounting
Experience
S.L.Marhelewicz, CPA, PC January 2014 - Present
Wolf & Company, P.C. September 2001 - December 2013
Skills
SEC filings, Tax, Corporate Tax, Income Tax, Accounting, Tax Returns, Tax Research, Financial Reporting, GAAP, Auditing, Bookkeeping, Tax Advisory, Payroll Taxes, Tax Accounting, Tax Preparation, General Ledger
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
S.L.Marhelewicz, CPA, PC January 2014 - Present
Wolf & Company, P.C. September 2001 - December 2013
Skills
SEC filings, Tax, Corporate Tax, Income Tax, Accounting, Tax Returns, Tax Research, Financial Reporting, GAAP, Auditing, Bookkeeping, Tax Advisory, Payroll Taxes, Tax Accounting, Tax Preparation, General Ledger
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Richard Fay, CPA's Wolf & Company, P.C. Experience September 2006 - Present
Job Audit Manager at Wolf and Company
Industry Accounting
Experience
Wolf & Company, P.C. September 2006 - Present
Skills
Auditing, Financial Statements, Internal Controls, SEC filings, GAAP, External Audit, Sarbanes-Oxley Act, US GAAP, CPA, Financial Reporting, Accounting, Financial Accounting, Private Equity, Microsoft Excel, General Ledger, Sarbanes-Oxley, Revenue Recognition, Internal Audit, Financial Audits, Budgets, SOX 404, Financial Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2007
MSA, Accounting
Bryant University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Economics
Norwood High School 1998 — 2002
Wolf & Company, P.C. September 2006 - Present
Skills
Auditing, Financial Statements, Internal Controls, SEC filings, GAAP, External Audit, Sarbanes-Oxley Act, US GAAP, CPA, Financial Reporting, Accounting, Financial Accounting, Private Equity, Microsoft Excel, General Ledger, Sarbanes-Oxley, Revenue Recognition, Internal Audit, Financial Audits, Budgets, SOX 404, Financial Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2007
MSA, Accounting
Bryant University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Economics
Norwood High School 1998 — 2002
Sharon Dion's Wolf & Company, P.C. Experience July 2005 - June 2007
Job Manager of Financial Reporting
Industry Accounting
Experience
Yankee Candle Company September 2010 - Present
Yankee Candle Company November 2009 - October 2010
Yankee Candle Company June 2007 - November 2009
Wolf & Company, P.C. July 2005 - June 2007
Callaway Golf July 2004 - July 2005
Education
College of Our Lady of the Elms 2000 — 2004
B.S., Accounting
Smith Academy
Yankee Candle Company September 2010 - Present
Yankee Candle Company November 2009 - October 2010
Yankee Candle Company June 2007 - November 2009
Wolf & Company, P.C. July 2005 - June 2007
Callaway Golf July 2004 - July 2005
Education
College of Our Lady of the Elms 2000 — 2004
B.S., Accounting
Smith Academy
Scott Baranowski's Wolf & Company, P.C. Experience SeniorArthur Andersen2000 - 2002
Job Director Internal Audit Services at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. SeniorArthur Andersen2000 - 2002
BankBoston 1997 - 1999
Education
Providence College
Wolf & Company, P.C. SeniorArthur Andersen2000 - 2002
BankBoston 1997 - 1999
Education
Providence College
Trisha Leary's Wolf & Company, P.C. Experience 2006 - 2010
Job Vice President Internal Control at PeoplesBank
Industry Accounting
Experience
PeoplesBank August 2015 - Present
PeoplesBank October 2013 - August 2015
ISO New England June 2010 - September 2013
Wolf & Company, P.C. 2006 - 2010
Skills
Accounting, Auditing, Sarbanes-Oxley Act, GAAP, SEC filings, General Ledger, CPA, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2004 — 2007
Masters, Accounting
PeoplesBank August 2015 - Present
PeoplesBank October 2013 - August 2015
ISO New England June 2010 - September 2013
Wolf & Company, P.C. 2006 - 2010
Skills
Accounting, Auditing, Sarbanes-Oxley Act, GAAP, SEC filings, General Ledger, CPA, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2004 — 2007
Masters, Accounting
Jason Kulak, CPA, MSA's Wolf & Company, P.C. Experience September 2011 - Present
Job Audit Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2011 - Present
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, CPA, Auditing, Financial Reporting, US GAAP, Corporate Tax, Financial Accounting, Accounting, Internal Audit, Tax, GAAP
Education
University of Massachusetts, Amherst 2005 — 2006
MSA, Accounting
Isenberg School of Management, UMass Amherst 2001 — 2006
MSA, Accounting
University of Massachusetts, Amherst 2001 — 2005
BSA, Accounting
Nashoba Regional 1997 — 2001
Wolf & Company, P.C. September 2011 - Present
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, CPA, Auditing, Financial Reporting, US GAAP, Corporate Tax, Financial Accounting, Accounting, Internal Audit, Tax, GAAP
Education
University of Massachusetts, Amherst 2005 — 2006
MSA, Accounting
Isenberg School of Management, UMass Amherst 2001 — 2006
MSA, Accounting
University of Massachusetts, Amherst 2001 — 2005
BSA, Accounting
Nashoba Regional 1997 — 2001
Susan Hannigan, CPA's Wolf & Company, P.C. Experience 1992 - Present
Job Senior Vice President Chief Financial Officer at Jeanne D'Arc Credit Union
Industry Accounting
Experience
Jeanne D'Arc Credit Union July 2014 - Present
Wolf & Company, P.C. 1992 - Present
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP, SEC filings, Sarbanes-Oxley, SEC reporting, Mergers & Acquisitions, CPA, FDICIA, Financial Accounting, Audit, Internal Audit, IT Audit, Revenue Recognition, Financial Analysis, Due Diligence, SOX, Risk Management, Risk Assessment, Assurance, Corporate Fraud..., SOX 404, Financial Reporting, GAAP, Accounting, Finance
Education
Stonehill College 1977 — 1981
BS Business Administration, Accounting
Jeanne D'Arc Credit Union July 2014 - Present
Wolf & Company, P.C. 1992 - Present
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP, SEC filings, Sarbanes-Oxley, SEC reporting, Mergers & Acquisitions, CPA, FDICIA, Financial Accounting, Audit, Internal Audit, IT Audit, Revenue Recognition, Financial Analysis, Due Diligence, SOX, Risk Management, Risk Assessment, Assurance, Corporate Fraud..., SOX 404, Financial Reporting, GAAP, Accounting, Finance
Education
Stonehill College 1977 — 1981
BS Business Administration, Accounting
Denise Toomey's Wolf & Company, P.C. Experience
Job Member of the Firm at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C.
Skills
GAAP, Auditing, Internal Controls
Education
Stonehill College 1981 — 1985
BS, Accounting
Wolf & Company, P.C.
Skills
GAAP, Auditing, Internal Controls
Education
Stonehill College 1981 — 1985
BS, Accounting
Karen Putvinski's Wolf & Company, P.C. Experience September 1994 - September 2003
Job Bookkeeper
Industry Accounting
Experience
Home March 2005 - Present
Charles River Bank March 2008 - March 2010
Wolf & Company, P.C. September 1994 - September 2003
Skills
Microsoft Office, Quickbooks, Banking, Budget, GAAP, General Ledger, Internal Audit, QuickBooks, Bank Reconciliation, Payroll, Small Business, Invoicing, Accounts Receivable, Sales Tax, Account Reconciliation
Education
Bryant University 1990 — 1994
BS, Accounting
Home March 2005 - Present
Charles River Bank March 2008 - March 2010
Wolf & Company, P.C. September 1994 - September 2003
Skills
Microsoft Office, Quickbooks, Banking, Budget, GAAP, General Ledger, Internal Audit, QuickBooks, Bank Reconciliation, Payroll, Small Business, Invoicing, Accounts Receivable, Sales Tax, Account Reconciliation
Education
Bryant University 1990 — 1994
BS, Accounting
Lou Cadorette's Wolf & Company, P.C. Experience September 2006 - April 2008
Job at Lou Cadorette C.P.A.
Industry Accounting
Experience
Lou Cadorette, C.P.A. July 2008 - Present
Wolf & Company, P.C. September 2006 - April 2008
Meyers Brothers Kalicka P.C. January 2005 - September 2006
Joseph D Kalicka & Co. LLP January 2002 - January 2005
Deloitte & Touche September 1996 - January 2002
Skills
Tax, Tax Returns, Accounting, Tax Research, Tax Preparation, Corporate Tax, Tax Advisory, S Corporations, CPA, IRS
Education
University of Hartford 1999 — 2000
MST, Taxation
Isenberg School of Management, UMass Amherst 1994 — 1996
BBA, Accounting
Holyoke Community College 1991 — 1993
ABA, Accounting
Lou Cadorette, C.P.A. July 2008 - Present
Wolf & Company, P.C. September 2006 - April 2008
Meyers Brothers Kalicka P.C. January 2005 - September 2006
Joseph D Kalicka & Co. LLP January 2002 - January 2005
Deloitte & Touche September 1996 - January 2002
Skills
Tax, Tax Returns, Accounting, Tax Research, Tax Preparation, Corporate Tax, Tax Advisory, S Corporations, CPA, IRS
Education
University of Hartford 1999 — 2000
MST, Taxation
Isenberg School of Management, UMass Amherst 1994 — 1996
BBA, Accounting
Holyoke Community College 1991 — 1993
ABA, Accounting
Katie Armstrong, CPA's Wolf & Company, P.C. Experience September 2007 - February 2011
Job V.P. of Finance at Boston Firefighter's Credit Union
Industry Accounting
Experience
Boston Firefighter's Credit Union September 2014 - Present
Admirals Bank February 2011 - August 2014
Wolf & Company, P.C. September 2007 - February 2011
Skills
Accounting, Financial Reporting, Account Reconciliation, Internal Controls, GAAP, Auditing, Financial Analysis, General Ledger, US GAAP, Internal Audit, Accounts Payable, CPA, Sarbanes-Oxley Act, SEC filings, Financial Accounting
Education
Suffolk University 2011 — 2013
Master of Business Administration (M.B.A.)
Saint Anselm College 2003 — 2007
Bachelor's, Accounting
Boston Firefighter's Credit Union September 2014 - Present
Admirals Bank February 2011 - August 2014
Wolf & Company, P.C. September 2007 - February 2011
Skills
Accounting, Financial Reporting, Account Reconciliation, Internal Controls, GAAP, Auditing, Financial Analysis, General Ledger, US GAAP, Internal Audit, Accounts Payable, CPA, Sarbanes-Oxley Act, SEC filings, Financial Accounting
Education
Suffolk University 2011 — 2013
Master of Business Administration (M.B.A.)
Saint Anselm College 2003 — 2007
Bachelor's, Accounting
Mark Shooman's Wolf & Company, P.C. Experience 1977 - 1988
Job PartTime CFO/Consultant
Industry Biotechnology
Experience
Asbury Associates August 2008 - Present
BG Medicine, Inc. 2007 - 2008
ONI Medical Systems, Inc. 2006 - 2007
Clinical Data, Inc. 2003 - 2006
Outerlink 2000 - 2003
Celarix Inc. 1999 - 2000
ADE Corporation 1991 - 1999
Wolf & Company, P.C. 1977 - 1988
Skills
Start-ups, SEC filings, Mergers, IPO, Management Consulting, Mergers & Acquisitions, Finance, Venture Capital, Manufacturing, Internal Controls, Executive Management, Management, Auditing, Strategic Planning, Business Development, Budgets, Strategy, Business Process..., Due Diligence, Financial Modeling, Accounting, Cross-functional Team..., Forecasting, Financial Analysis, Acquisition Integration, Corporate Development, Private Equity, Managerial Finance, Restructuring, Divestitures, Turn Around Management, Investor Relations, Corporate Finance, Business Planning, Entrepreneurship, Business Valuation, Sarbanes-Oxley Act, Strategic Financial..., Strategic Partnerships, Business Strategy, Risk Management, Venture Financing, Financial Reporting, Process Improvement, Financial Forecasting
Education
The Ohio State University - The Max M. Fisher College of Business 1969 — 1971
MBA, Finance
Rensselaer Polytechnic Institute 1964 — 1968
BSEE, Electrical Engineering
Asbury Associates August 2008 - Present
BG Medicine, Inc. 2007 - 2008
ONI Medical Systems, Inc. 2006 - 2007
Clinical Data, Inc. 2003 - 2006
Outerlink 2000 - 2003
Celarix Inc. 1999 - 2000
ADE Corporation 1991 - 1999
Wolf & Company, P.C. 1977 - 1988
Skills
Start-ups, SEC filings, Mergers, IPO, Management Consulting, Mergers & Acquisitions, Finance, Venture Capital, Manufacturing, Internal Controls, Executive Management, Management, Auditing, Strategic Planning, Business Development, Budgets, Strategy, Business Process..., Due Diligence, Financial Modeling, Accounting, Cross-functional Team..., Forecasting, Financial Analysis, Acquisition Integration, Corporate Development, Private Equity, Managerial Finance, Restructuring, Divestitures, Turn Around Management, Investor Relations, Corporate Finance, Business Planning, Entrepreneurship, Business Valuation, Sarbanes-Oxley Act, Strategic Financial..., Strategic Partnerships, Business Strategy, Risk Management, Venture Financing, Financial Reporting, Process Improvement, Financial Forecasting
Education
The Ohio State University - The Max M. Fisher College of Business 1969 — 1971
MBA, Finance
Rensselaer Polytechnic Institute 1964 — 1968
BSEE, Electrical Engineering
Tetrault Michael's Wolf & Company, P.C. Experience
Job Member of the Firm at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C.
Skills
SEC filings, Partnership Taxation, Social Engineering, ITGC, SOX 404, Financial Analysis, General Controls, Tax Research, S Corporations, Financial Institutions
Education
Providence College 1984 — 1988
Wolf & Company, P.C.
Skills
SEC filings, Partnership Taxation, Social Engineering, ITGC, SOX 404, Financial Analysis, General Controls, Tax Research, S Corporations, Financial Institutions
Education
Providence College 1984 — 1988
Eric Cioffi's Wolf & Company, P.C. Experience August 1998 - June 2000
Job Risk Management; Compliance & Audit
Industry Financial Services
Experience
Winchester Co-operative Bank February 2011 - Present
Wainwright Bank & Trust February 2009 - March 2011
EMCN 1996 - 2011
Sheshunoff Consulting + Solutions May 2004 - February 2009
Fleet Boston Financial June 2000 - June 2004
WOLF & COMPANY, P.C. August 1998 - June 2000
MASSACHUSETTS DIVISION OF BANKS April 1997 - August 1998
Skills
Banking, AML, Risk Management, Internal Audit, Financial Risk, Bank Secrecy Act
Education
Stonier Gradute School of Banking and Wharton School of Leadership 2012 — 2014
Quinnipiac University School of Law 1992 — 1995
JD, Law
Saint Michael's College 1985 — 1990
BA, Political Science
Winchester Co-operative Bank February 2011 - Present
Wainwright Bank & Trust February 2009 - March 2011
EMCN 1996 - 2011
Sheshunoff Consulting + Solutions May 2004 - February 2009
Fleet Boston Financial June 2000 - June 2004
WOLF & COMPANY, P.C. August 1998 - June 2000
MASSACHUSETTS DIVISION OF BANKS April 1997 - August 1998
Skills
Banking, AML, Risk Management, Internal Audit, Financial Risk, Bank Secrecy Act
Education
Stonier Gradute School of Banking and Wharton School of Leadership 2012 — 2014
Quinnipiac University School of Law 1992 — 1995
JD, Law
Saint Michael's College 1985 — 1990
BA, Political Science
Kirstin O'Keefe's Wolf & Company, P.C. Experience 1996 - 1997
Job Regional Recruiter at Dick's Sporting Goods
Industry Human Resources
Experience
Dick's Sporting Goods March 2010 - Present
MiddleOak August 2009 - March 2010
Talbots, Inc October 2004 - February 2009
Charming Shoppes August 2003 - October 2004
Talbots, Inc. July 2000 - June 2003
Talbots, Inc. December 1998 - June 2000
Morrison Mahoney LLP October 1997 - November 1998
Wolf & Company, P.C. 1996 - 1997
Education
Villanova University 2009 — 2009
Professional Certificate, HR Management
Dickinson College 1992 — 1996
B.A., American Studies
Dick's Sporting Goods March 2010 - Present
MiddleOak August 2009 - March 2010
Talbots, Inc October 2004 - February 2009
Charming Shoppes August 2003 - October 2004
Talbots, Inc. July 2000 - June 2003
Talbots, Inc. December 1998 - June 2000
Morrison Mahoney LLP October 1997 - November 1998
Wolf & Company, P.C. 1996 - 1997
Education
Villanova University 2009 — 2009
Professional Certificate, HR Management
Dickinson College 1992 — 1996
B.A., American Studies
Henry Ishu's Wolf & Company, P.C. Experience 1970 - 1975
Job Accounting Professional
Industry Accounting
Experience
Evox Rifa 2000 - 2008
Evox Rifa 1999 - 2000
Evox Rifa 1988 - 1999
Villa Olivia Group, Inc 1975 - 1988
Wolf & Company, P.C. 1970 - 1975
Education
Roosevelt University 1968 — 1970
BS, Accounting
Evox Rifa 2000 - 2008
Evox Rifa 1999 - 2000
Evox Rifa 1988 - 1999
Villa Olivia Group, Inc 1975 - 1988
Wolf & Company, P.C. 1970 - 1975
Education
Roosevelt University 1968 — 1970
BS, Accounting
Irene Dumanis's Wolf & Company, P.C. Experience July 2001 - May 2005
Job Vice President, Financial Planning and Analysis at FDH Velocitel
Industry Telecommunications
Experience
FDH Velocitel August 2015 - Present
FDH Velocitel November 2014 - Present
Velocitel January 2014 - November 2014
Vista Health System May 2009 - January 2014
Vista Health Sytem May 2009 - January 2010
Lincoln Park Hospital June 2005 - May 2009
Mountainside Hospital 2009 - 2009
Wolf & Company, P.C. July 2001 - May 2005
Arthur Andersen 1996 - 2001
Skills
Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Auditing, SEC filings, General Ledger, Financial Analysis, GAAP, Internal Audit, Financial Accounting, Accounts Receivable, Process Improvement, Capital Budgeting, HIPAA, Revenue Cycle, Finance, Executive Management, Revenue Cycle Management, Revenue Recognition, Healthcare Industry, Healthcare Consulting, Physician Relations, Medicaid
Education
DePaul University 1992 — 1996
BA, Accounting
FDH Velocitel August 2015 - Present
FDH Velocitel November 2014 - Present
Velocitel January 2014 - November 2014
Vista Health System May 2009 - January 2014
Vista Health Sytem May 2009 - January 2010
Lincoln Park Hospital June 2005 - May 2009
Mountainside Hospital 2009 - 2009
Wolf & Company, P.C. July 2001 - May 2005
Arthur Andersen 1996 - 2001
Skills
Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Auditing, SEC filings, General Ledger, Financial Analysis, GAAP, Internal Audit, Financial Accounting, Accounts Receivable, Process Improvement, Capital Budgeting, HIPAA, Revenue Cycle, Finance, Executive Management, Revenue Cycle Management, Revenue Recognition, Healthcare Industry, Healthcare Consulting, Physician Relations, Medicaid
Education
DePaul University 1992 — 1996
BA, Accounting
Philip Marrone's Wolf & Company, P.C. Experience September 1983 - June 1985
Job President at PhilipRae Corp
Industry Accounting
Experience
Philip+Rae & Associates CPAs August 2009 - Present
Philip-Rae Corp October 2001 - Present
Elite Care Managent, Inc. January 1996 - Present
Andres Imaging and Graphics Inc 1996 - 2009
CBIZ 1999 - 2006
Wolf & Company, P.C. September 1983 - June 1985
Skills
Mergers & Acquisitions, Strategic Planning, Accounting, Leadership, Strategic Partnerships, Real Estate, Financial Statements, Tax, Mergers, Budgets, Portfolio Management, Cash Flow, Management, Finance, Small Business, Financial Analysis
Education
Southern Illinois University, Carbondale 1981 — 1983
BS, Accounting
Philip+Rae & Associates CPAs August 2009 - Present
Philip-Rae Corp October 2001 - Present
Elite Care Managent, Inc. January 1996 - Present
Andres Imaging and Graphics Inc 1996 - 2009
CBIZ 1999 - 2006
Wolf & Company, P.C. September 1983 - June 1985
Skills
Mergers & Acquisitions, Strategic Planning, Accounting, Leadership, Strategic Partnerships, Real Estate, Financial Statements, Tax, Mergers, Budgets, Portfolio Management, Cash Flow, Management, Finance, Small Business, Financial Analysis
Education
Southern Illinois University, Carbondale 1981 — 1983
BS, Accounting
Alexa Chiuppi, CPA, MST's Wolf & Company, P.C. Experience October 2013 - June 2014
Job Accountant at Vacasa
Industry Accounting
Experience
Vacasa August 2015 - Present
Eide Bailly LLP July 2014 - August 2015
Wolf & Company, P.C. October 2013 - June 2014
Wolf & Company, P.C. May 2011 - October 2013
Wolf & Company, P.C. October 2010 - May 2011
Skills
Hedge Funds, Fund Of Funds, Partnership Taxation, Private Equity, Corporate Tax, GAAP, Financial Analysis, US GAAP, S Corporations, High Net Worth..., State Tax
Education
Northeastern University 2011 — 2013
Masters, Taxation
Saint Anselm College 2006 — 2010
Accounting, summa cum laude
Vacasa August 2015 - Present
Eide Bailly LLP July 2014 - August 2015
Wolf & Company, P.C. October 2013 - June 2014
Wolf & Company, P.C. May 2011 - October 2013
Wolf & Company, P.C. October 2010 - May 2011
Skills
Hedge Funds, Fund Of Funds, Partnership Taxation, Private Equity, Corporate Tax, GAAP, Financial Analysis, US GAAP, S Corporations, High Net Worth..., State Tax
Education
Northeastern University 2011 — 2013
Masters, Taxation
Saint Anselm College 2006 — 2010
Accounting, summa cum laude
Brendan Counihan's Wolf & Company, P.C. Experience September 1999 - January 2001
Job Sales Governance Officer at BofA Global Capital Management
Industry Investment Management
Experience
Citizens Financial Group, Inc. 2014 - 2015
BofA Global Capital Management May 2010 - July 2012
Bank of America / Columbia Management April 2004 - June 2011
FleetBoston Financial February 2001 - April 2004
Wolf & Company, P.C. September 1999 - January 2001
Robert M. Currey & Associates August 1997 - August 1999
Skills
Capital Markets, Auditing, Corporate Governance, Derivatives, Finance, Treasury Management, Financial Analysis, Risk Management, Banking, Treasury, Financial Modeling
Education
Stonehill College 1993 — 1997
BSBA, Accounting
Citizens Financial Group, Inc. 2014 - 2015
BofA Global Capital Management May 2010 - July 2012
Bank of America / Columbia Management April 2004 - June 2011
FleetBoston Financial February 2001 - April 2004
Wolf & Company, P.C. September 1999 - January 2001
Robert M. Currey & Associates August 1997 - August 1999
Skills
Capital Markets, Auditing, Corporate Governance, Derivatives, Finance, Treasury Management, Financial Analysis, Risk Management, Banking, Treasury, Financial Modeling
Education
Stonehill College 1993 — 1997
BSBA, Accounting
Lauren Mcveigh's Wolf & Company, P.C. Experience September 2002 - August 2004
Job Vice President, Audit Manager at RBS Group Internal Audit
Industry Banking
Experience
Citizens Financial Group, Inc. October 2010 - Present
RBS Group Internal Audit April 2008 - November 2010
Providence Equity Partners August 2004 - December 2007
Wolf & Company, P.C. September 2002 - August 2004
Skills
Internal Controls, Internal Audit, Operational Risk, Operational Risk..., Auditing, Accounting, Financial Analysis, Sarbanes-Oxley Act, IT Audit, Risk Management, Financial Risk, Financial Accounting, Enterprise Risk..., Banking, Financial Reporting
Education
Bryant University 1998 — 2002
BS, Accounting
Citizens Financial Group, Inc. October 2010 - Present
RBS Group Internal Audit April 2008 - November 2010
Providence Equity Partners August 2004 - December 2007
Wolf & Company, P.C. September 2002 - August 2004
Skills
Internal Controls, Internal Audit, Operational Risk, Operational Risk..., Auditing, Accounting, Financial Analysis, Sarbanes-Oxley Act, IT Audit, Risk Management, Financial Risk, Financial Accounting, Enterprise Risk..., Banking, Financial Reporting
Education
Bryant University 1998 — 2002
BS, Accounting
Gerd Cross's Wolf & Company, P.C. Experience January 1980 - October 1980
Job Investment Performance and Analytics Executive
Industry Financial Services
Experience
State Street Bank & Trust Co. January 2006 - August 2015
State Street Bank & Trust Co. March 1996 - December 2005
Aldrich, Eastman & Waltch, L.P. November 1992 - February 1996
Aldrich, Eastman & Waltch, L.P. May 1985 - October 1992
The Yankee Companies Inc. January 1984 - May 1985
Arthur Young October 1980 - January 1984
Wolf & Company, P.C. January 1980 - October 1980
Skills
Fixed Income, Financial Services, Securities, Mutual Funds, Global Custody, Product Management, Equities, Investments, Auditing, Alternative Investments, Risk Management, Bloomberg, Process Improvement, Portfolio Management, Asset Managment, Derivatives, Asset Management
Education
Isenberg School of Management, UMass Amherst 1977 — 1979
BSBA, Business Administration
State Street Bank & Trust Co. January 2006 - August 2015
State Street Bank & Trust Co. March 1996 - December 2005
Aldrich, Eastman & Waltch, L.P. November 1992 - February 1996
Aldrich, Eastman & Waltch, L.P. May 1985 - October 1992
The Yankee Companies Inc. January 1984 - May 1985
Arthur Young October 1980 - January 1984
Wolf & Company, P.C. January 1980 - October 1980
Skills
Fixed Income, Financial Services, Securities, Mutual Funds, Global Custody, Product Management, Equities, Investments, Auditing, Alternative Investments, Risk Management, Bloomberg, Process Improvement, Portfolio Management, Asset Managment, Derivatives, Asset Management
Education
Isenberg School of Management, UMass Amherst 1977 — 1979
BSBA, Business Administration
Hayes Murray, CPA's Wolf & Company, P.C. Experience July 2007 - Present
Job Audit Manager Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. July 2007 - Present
The Hartford 2004 - 2007
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Audits, SOX 404, CPA, GAAP, US GAAP, Corporate Tax, Revenue Recognition, Accounting, SEC filings, Sarbanes-Oxley, Tax Accounting
Education
Western New England College 2007 — 2008
MSA, Accounting
Gordon College 2000 — 2004
BS - Accounting and Business Administration
Wolf & Company, P.C. July 2007 - Present
The Hartford 2004 - 2007
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Audits, SOX 404, CPA, GAAP, US GAAP, Corporate Tax, Revenue Recognition, Accounting, SEC filings, Sarbanes-Oxley, Tax Accounting
Education
Western New England College 2007 — 2008
MSA, Accounting
Gordon College 2000 — 2004
BS - Accounting and Business Administration
Jody Kannally's Wolf & Company, P.C. Experience May 1990 - June 1992
Job Controller at Shields & Company
Industry Financial Services
Experience
Shields & Company February 2013 - Present
J M Butt Consulting, LLC 1993 - February 2013
Birkholz & Company December 2011 - August 2012
Siegrist & Cree, CPA, PC January 2006 - May 2011
Carruth Associates, LLC 2000 - 2005
Wolf & Company, P.C. May 1990 - June 1992
tonneson + co 1987 - 1990
Skills
Tax, Accounting, Highly detail oriented, Personal Tax Planning, Tax Preparation, Tax Law, Payroll Taxes, Divorce Tax Planning, New Business Set-up, Estate Planning, Business Tax Planning, Corporate Tax, Pass-through Entities, Hedge Funds, High Net Worth..., Passive Income, Tax Returns, CPA, Trusts, Payroll
Education
Salem State University 1982 — 1986
Bachelor, Business Admin/Accounting
Walpole High School & Salem State College 1979 — 1986
Bachelor of Business Administration (B.B.A.), Concentration in Accounting
University of Pennsylvania - The Wharton School
Private Wealth Management - Executive Education Program
Shields & Company February 2013 - Present
J M Butt Consulting, LLC 1993 - February 2013
Birkholz & Company December 2011 - August 2012
Siegrist & Cree, CPA, PC January 2006 - May 2011
Carruth Associates, LLC 2000 - 2005
Wolf & Company, P.C. May 1990 - June 1992
tonneson + co 1987 - 1990
Skills
Tax, Accounting, Highly detail oriented, Personal Tax Planning, Tax Preparation, Tax Law, Payroll Taxes, Divorce Tax Planning, New Business Set-up, Estate Planning, Business Tax Planning, Corporate Tax, Pass-through Entities, Hedge Funds, High Net Worth..., Passive Income, Tax Returns, CPA, Trusts, Payroll
Education
Salem State University 1982 — 1986
Bachelor, Business Admin/Accounting
Walpole High School & Salem State College 1979 — 1986
Bachelor of Business Administration (B.B.A.), Concentration in Accounting
University of Pennsylvania - The Wharton School
Private Wealth Management - Executive Education Program
John P. Burke's Wolf & Company, P.C. Experience 1986 - 1987
Job Financial Consultant at Roscommon Healthcare
Industry
Experience
Roscommon Healthcare November 2014 - Present
Roscommon Healthcare 2002 - November 2014
Logan Healthcare Management 1997 - 2001
The Frontier Group 1994 - 1997
Life Care Centers of America 1992 - 1994
Life Care Centers of America 1991 - 1992
Parent, McLaughlin and Nangle (Marcum LLP) 1987 - 1991
Wolf & Company, P.C. 1986 - 1987
Education
Isenberg School of Management, UMass Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Acton-Boxborough Regional High School 1978 — 1982
Roscommon Healthcare November 2014 - Present
Roscommon Healthcare 2002 - November 2014
Logan Healthcare Management 1997 - 2001
The Frontier Group 1994 - 1997
Life Care Centers of America 1992 - 1994
Life Care Centers of America 1991 - 1992
Parent, McLaughlin and Nangle (Marcum LLP) 1987 - 1991
Wolf & Company, P.C. 1986 - 1987
Education
Isenberg School of Management, UMass Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Acton-Boxborough Regional High School 1978 — 1982
Erin Mulcahy's Wolf & Company, P.C. Experience December 2012 - Present
Job Tax Staff at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. December 2012 - Present
Grant Thornton LLP December 2011 - December 2012
CCR LLP January 2011 - December 2011
Deloitte January 2009 - May 2009
Ernst & Young January 2008 - June 2008
WTAS January 2007 - April 2007
Skills
Accounting, Income Tax, GAAP, Tax, Corporate Tax, Tax Preparation, Financial Reporting, CPA, Financial Statements, Tax Research, Tax Accounting, SEC filings, Budgets, Partnership Taxation, US GAAP, Financial Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2010
Masters of Science, Accounting
Northeastern University 2005 — 2010
BSBA, Business - Accounting
Wolf & Company, P.C. December 2012 - Present
Grant Thornton LLP December 2011 - December 2012
CCR LLP January 2011 - December 2011
Deloitte January 2009 - May 2009
Ernst & Young January 2008 - June 2008
WTAS January 2007 - April 2007
Skills
Accounting, Income Tax, GAAP, Tax, Corporate Tax, Tax Preparation, Financial Reporting, CPA, Financial Statements, Tax Research, Tax Accounting, SEC filings, Budgets, Partnership Taxation, US GAAP, Financial Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2010
Masters of Science, Accounting
Northeastern University 2005 — 2010
BSBA, Business - Accounting
Nancy Coyle's Wolf & Company, P.C. Experience 1985 - 1995
Job Chief Financial Officer at Admirals Bank
Industry Banking
Experience
Admirals Bank May 2010 - Present
Admirals Bank 2010 - 2015
Capital Crossing a division of Lehman Brothers Bank February 2007 - October 2008
Capital Crossing Bank July 1995 - February 2007
Wolf & Company, P.C. 1985 - 1995
Skills
Banking, Accounting, FHA, Mortgage Lending, Due Diligence, Financial Analysis, Credit, Risk Management, Loans, Portfolio Management, Loan Origination, Underwriting, Credit Analysis, Finance, Refinance, Real Estate
Education
Stonehill College 1981 — 1985
Business Administration, Accounting
Holy Cross High School-
Admirals Bank May 2010 - Present
Admirals Bank 2010 - 2015
Capital Crossing a division of Lehman Brothers Bank February 2007 - October 2008
Capital Crossing Bank July 1995 - February 2007
Wolf & Company, P.C. 1985 - 1995
Skills
Banking, Accounting, FHA, Mortgage Lending, Due Diligence, Financial Analysis, Credit, Risk Management, Loans, Portfolio Management, Loan Origination, Underwriting, Credit Analysis, Finance, Refinance, Real Estate
Education
Stonehill College 1981 — 1985
Business Administration, Accounting
Holy Cross High School-
Sherri Sweeney's Wolf & Company, P.C. Experience September 2006 - June 2009
Job MathWorks FAR group
Industry Accounting
Experience
The MathWorks May 2015 - Present
REIT Management & Research LLC May 2010 - April 2015
Wolf & Company, P.C. September 2006 - June 2009
Skills
GAAP, General Ledger, Auditing, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Microsoft Office, Financial Statements, SEC Filings, Financial Accounting, Yardi Voyager, Payscan, Idysys Budgeting..., Argus Modeling, US GAAP, Microsoft Excel
Education
Nichols College 2006 — 2009
MBA, Business Administration
Bryant University 2002 — 2006
BS, Accounting, Spanish
The MathWorks May 2015 - Present
REIT Management & Research LLC May 2010 - April 2015
Wolf & Company, P.C. September 2006 - June 2009
Skills
GAAP, General Ledger, Auditing, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Microsoft Office, Financial Statements, SEC Filings, Financial Accounting, Yardi Voyager, Payscan, Idysys Budgeting..., Argus Modeling, US GAAP, Microsoft Excel
Education
Nichols College 2006 — 2009
MBA, Business Administration
Bryant University 2002 — 2006
BS, Accounting, Spanish
Regina (Ginny) Lindberg's Wolf & Company, P.C. Experience 2011 - 2011
Job Executive Assistant at Superior AirGround Ambulance Service
Industry Executive Office
Experience
DeVry Education Group July 2014 - Present
Superior Air-Ground Ambulance Service October 2011 - October 2013
Wolf & Company, P.C. 2011 - 2011
Alcatel-Lucent August 1998 - August 2009
Alcatel-Lucent August 1998 - August 2009
United Chambers Insurance April 1998 - August 1998
Skills
Calendaring, Administrative..., Telecommunications, Expense Management, Filing, Travel Arrangements, Event Planning, Time Management, Office Equipment, Human Resources, Software Documentation, Microsoft Word, Administrative Work, Training, Outlook, Administrative..., Administration, Microsoft Excel, Wireless
Education
Dominican University 1977 — 1979
Bachelor's, Business Administration
Morton Junior College 1975 — 1977
Associate's, General
Computer Training Source
Rosary College
Bachelor of Arts, Business Administration
St. Mary of Celle
DeVry Education Group July 2014 - Present
Superior Air-Ground Ambulance Service October 2011 - October 2013
Wolf & Company, P.C. 2011 - 2011
Alcatel-Lucent August 1998 - August 2009
Alcatel-Lucent August 1998 - August 2009
United Chambers Insurance April 1998 - August 1998
Skills
Calendaring, Administrative..., Telecommunications, Expense Management, Filing, Travel Arrangements, Event Planning, Time Management, Office Equipment, Human Resources, Software Documentation, Microsoft Word, Administrative Work, Training, Outlook, Administrative..., Administration, Microsoft Excel, Wireless
Education
Dominican University 1977 — 1979
Bachelor's, Business Administration
Morton Junior College 1975 — 1977
Associate's, General
Computer Training Source
Rosary College
Bachelor of Arts, Business Administration
St. Mary of Celle
William McRae, MBA's Wolf & Company, P.C. Experience October 2009 - July 2014
Job Senior Associate The Siegfried Group
Industry Accounting
Experience
The Siegfried Group March 2015 - Present
ACE Surgical Supply Co., Inc. July 2014 - March 2015
PeopleFluent 2015 - 2015
PeopleFluent 2015 - 2015
Wolf & Company, P.C. October 2009 - July 2014
United States Marine Corps August 2000 - August 2004
Skills
GAAP, Accounting, Financial Reporting, General Ledger, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Tax, SEC filings, QuickBooks, Income Tax, Financial Analysis, Tax Returns, US GAAP, External Audit, Financial Audits, Sarbanes-Oxley, Account Reconciliation, Accounts Payable, Cash Flow, Financial Statements, Fixed Assets, Mergers, Accounts Receivable, Preparation, Microsoft Excel, SOX 404, Tax Accounting, CPA, Mergers & Acquisitions, SEC Filings, Finance, Revenue Recognition
Education
Endicott College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Isenberg School of Management, UMass Amherst 2006 — 2009
B.A., Accounting
The Siegfried Group March 2015 - Present
ACE Surgical Supply Co., Inc. July 2014 - March 2015
PeopleFluent 2015 - 2015
PeopleFluent 2015 - 2015
Wolf & Company, P.C. October 2009 - July 2014
United States Marine Corps August 2000 - August 2004
Skills
GAAP, Accounting, Financial Reporting, General Ledger, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Tax, SEC filings, QuickBooks, Income Tax, Financial Analysis, Tax Returns, US GAAP, External Audit, Financial Audits, Sarbanes-Oxley, Account Reconciliation, Accounts Payable, Cash Flow, Financial Statements, Fixed Assets, Mergers, Accounts Receivable, Preparation, Microsoft Excel, SOX 404, Tax Accounting, CPA, Mergers & Acquisitions, SEC Filings, Finance, Revenue Recognition
Education
Endicott College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Isenberg School of Management, UMass Amherst 2006 — 2009
B.A., Accounting
Kara Stevens, CPA, MBA's Wolf & Company, P.C. Experience September 2004 - March 2011
Job Director of the Accounting Program and Assistant Accounting Professor at Bay Path University
Industry Accounting
Experience
Bay Path University September 2012 - Present
American International College January 2011 - September 2012
Wolf & Company, P.C. September 2004 - March 2011
Skills
GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting, General Ledger, CPA, Teaching, Higher Education, Non-profits, Financial Analysis, Microsoft Office, US GAAP, Financial Statements, Tax Preparation, QuickBooks, Nonprofits, Income Tax, Microsoft Excel, SEC Filings, Corporate Tax, Budgets, Partnership Taxation, Tax Research, Public Speaking
Education
Pace University - Lubin School of Business 2014 — 2019
Doctorate, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2007
MBA, Accounting
Isenberg School of Management, UMass Amherst 2002 — 2004
BBA, Accounting
Bay Path University September 2012 - Present
American International College January 2011 - September 2012
Wolf & Company, P.C. September 2004 - March 2011
Skills
GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting, General Ledger, CPA, Teaching, Higher Education, Non-profits, Financial Analysis, Microsoft Office, US GAAP, Financial Statements, Tax Preparation, QuickBooks, Nonprofits, Income Tax, Microsoft Excel, SEC Filings, Corporate Tax, Budgets, Partnership Taxation, Tax Research, Public Speaking
Education
Pace University - Lubin School of Business 2014 — 2019
Doctorate, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2007
MBA, Accounting
Isenberg School of Management, UMass Amherst 2002 — 2004
BBA, Accounting
Jill (St. Martin) DeShiro's Wolf & Company, P.C. Experience September 2000 - June 2011
Job Sr VP/CFO/Treasurer at Centreville Bank
Industry Accounting
Experience
Centreville Bank June 2011 - Present
Wolf & Company, P.C. September 2000 - June 2011
Skills
SEC filings, Banking
Education
Bryant University 1996 — 2000
BSA, Accounting
Centreville Bank June 2011 - Present
Wolf & Company, P.C. September 2000 - June 2011
Skills
SEC filings, Banking
Education
Bryant University 1996 — 2000
BSA, Accounting
Ariel Flemming's Wolf & Company, P.C. Experience July 2011 - July 2013
Job Senior Tax Associate
Industry Accounting
Experience
Leonard, Mulherin & Greene, P.C. July 2015 - Present
Simches & Company August 2013 - July 2015
Wolf & Company, P.C. July 2011 - July 2013
University of Massachusetts Amherst February 2011 - April 2011
Wolf & Company, P.C. June 2010 - August 2010
Wolf & Company, P.C. January 2010 - April 2010
Skills
Accounting, Tax Returns, Income Tax, Tax, Microsoft Excel, Individual Returns, Profx, Trust Taxation, High Net Worth...
Education
Northeastern University 2014 — 2016
Master of Science (MS), Taxation
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, 3.4/4.0
Leonard, Mulherin & Greene, P.C. July 2015 - Present
Simches & Company August 2013 - July 2015
Wolf & Company, P.C. July 2011 - July 2013
University of Massachusetts Amherst February 2011 - April 2011
Wolf & Company, P.C. June 2010 - August 2010
Wolf & Company, P.C. January 2010 - April 2010
Skills
Accounting, Tax Returns, Income Tax, Tax, Microsoft Excel, Individual Returns, Profx, Trust Taxation, High Net Worth...
Education
Northeastern University 2014 — 2016
Master of Science (MS), Taxation
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, 3.4/4.0
Derek Graves, CPA's Wolf & Company, P.C. Experience 2003 - Present
Job Senior Audit Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. 2003 - Present
Kashuk, Bourgault, Kittredge & Frustaci, P.C. July 1998 - June 2003
Skills
Auditing, GAAP, Internal Controls, Accounting, CPA, SEC filings
Education
Nichols College 1994 — 1998
Bachelor of Science in Business Administration, Accounting
Wolf & Company, P.C. 2003 - Present
Kashuk, Bourgault, Kittredge & Frustaci, P.C. July 1998 - June 2003
Skills
Auditing, GAAP, Internal Controls, Accounting, CPA, SEC filings
Education
Nichols College 1994 — 1998
Bachelor of Science in Business Administration, Accounting
Puja Ghiya's Wolf & Company, P.C. Experience February 2011 - Present
Job Sr. Business Analyst at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. February 2011 - Present
Citizens Bank 2008 - 2009
Education
Johnson and Wales University 2006 — 2008
MBA, Finance
Wolf & Company, P.C. February 2011 - Present
Citizens Bank 2008 - 2009
Education
Johnson and Wales University 2006 — 2008
MBA, Finance
Lindsay Sayre Kift's Wolf & Company, P.C. Experience August 2010 - October 2012
Job Attorney at Post & Schell, P.C.
Industry Law Practice
Experience
Post & Schell, P.C. August 2015 - Present
Burns White LLC October 2012 - August 2015
Wolf & Company, P.C. August 2010 - October 2012
Education
Dickinson College
New England School of Law
Post & Schell, P.C. August 2015 - Present
Burns White LLC October 2012 - August 2015
Wolf & Company, P.C. August 2010 - October 2012
Education
Dickinson College
New England School of Law
Allen Landel, CPA's Wolf & Company, P.C. Experience November 2010 - August 2011
Job Senior Accountant at Columbia Laboratories, Inc
Industry Accounting
Experience
Columbia Laboratories August 2013 - Present
Veolia Energy North America August 2011 - August 2013
Wolf & Company, P.C. November 2010 - August 2011
Skills
Auditing, GAAP, Financial Reporting, General Ledger, Sarbanes-Oxley, Accounting, Financial Accounting
Education
East Carolina University 2000 — 2004
MSA
East Carolina University - College of Business 2000 — 2004
Accounting
Columbia Laboratories August 2013 - Present
Veolia Energy North America August 2011 - August 2013
Wolf & Company, P.C. November 2010 - August 2011
Skills
Auditing, GAAP, Financial Reporting, General Ledger, Sarbanes-Oxley, Accounting, Financial Accounting
Education
East Carolina University 2000 — 2004
MSA
East Carolina University - College of Business 2000 — 2004
Accounting
Jessica Elin's Wolf & Company, P.C. Experience December 2014 - Present
Job Auditor at Wolf & Company, P.C.
Industry Political Organization
Experience
Wolf & Company, P.C. December 2014 - Present
Lesser Committee February 2014 - Present
Raytheon May 2011 - July 2012
Ernst & Young September 2009 - May 2011
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Accounting, Microsoft Excel, Auditing, Leadership, Finance, Financial Modeling, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2009
B.A. and Masters, Accounting
Wolf & Company, P.C. December 2014 - Present
Lesser Committee February 2014 - Present
Raytheon May 2011 - July 2012
Ernst & Young September 2009 - May 2011
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Accounting, Microsoft Excel, Auditing, Leadership, Finance, Financial Modeling, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2009
B.A. and Masters, Accounting
Douglas DeCastro's Wolf & Company, P.C. Experience July 2006 - July 2007
Job Forensic Accountant at Carey & Company, P.C.
Industry Accounting
Experience
Ercolini & Co. LLP August 2007 - May 2009
Wolf & Company, P.C. July 2006 - July 2007
Education
Merrimack College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Ercolini & Co. LLP August 2007 - May 2009
Wolf & Company, P.C. July 2006 - July 2007
Education
Merrimack College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Michael Bannister, CPA's Wolf & Company, P.C. Experience August 2013 - April 2014
Job JD Candidate at Suffolk University Law School
Industry Legal Services
Experience
Zaharoff & Zaharoff July 2015 - October 2015
Wolf & Company, P.C. August 2013 - April 2014
Abrams Little-Gill Loberfeld PC November 2012 - August 2013
BerryDunn January 2010 - November 2012
Fidelity Investments June 2008 - December 2008
Skills
Accounting, CPA, Microsoft Office, Auditing, Corporate Tax, Financial Analysis, Financial Reporting, Tax, Accounts Receivable, Financial Accounting, Bookkeeping, Microsoft Excel
Education
Suffolk University Law School 2013 — 2016
Doctor of Law (JD), Law
Southern New Hampshire University 2008 — 2009
MS, Accounting
University of New Hampshire 2002 — 2005
BS, Biology
Northeastern University 2001 — 2002
Zaharoff & Zaharoff July 2015 - October 2015
Wolf & Company, P.C. August 2013 - April 2014
Abrams Little-Gill Loberfeld PC November 2012 - August 2013
BerryDunn January 2010 - November 2012
Fidelity Investments June 2008 - December 2008
Skills
Accounting, CPA, Microsoft Office, Auditing, Corporate Tax, Financial Analysis, Financial Reporting, Tax, Accounts Receivable, Financial Accounting, Bookkeeping, Microsoft Excel
Education
Suffolk University Law School 2013 — 2016
Doctor of Law (JD), Law
Southern New Hampshire University 2008 — 2009
MS, Accounting
University of New Hampshire 2002 — 2005
BS, Biology
Northeastern University 2001 — 2002
Nancy Crowe's Wolf & Company, P.C. Experience July 1987 - October 1988
Job Accounting Professional
Industry Accounting
Experience
The Mercadien Group January 2009 - June 2010
1-800 TAX LAWS September 2001 - December 2003
Mount Ritter Group, PC October 1999 - June 2001
USLIFE Corporation January 1990 - April 1997
Cowan, Gunteski & Co., P.A. October 1988 - January 1990
Wolf & Company, P.C. July 1987 - October 1988
Education
Monmouth University 1990 — 1993
MBA
Merrimack College 1983 — 1987
B.S., Accounting
Merrimack College 1983 — 1987
The Mercadien Group January 2009 - June 2010
1-800 TAX LAWS September 2001 - December 2003
Mount Ritter Group, PC October 1999 - June 2001
USLIFE Corporation January 1990 - April 1997
Cowan, Gunteski & Co., P.A. October 1988 - January 1990
Wolf & Company, P.C. July 1987 - October 1988
Education
Monmouth University 1990 — 1993
MBA
Merrimack College 1983 — 1987
B.S., Accounting
Merrimack College 1983 — 1987
Stefanie Weiss's Wolf & Company, P.C. Experience January 2009 - June 2011
Job Graduate Student at The George Washington University
Industry Primary/Secondary Education
Experience
Potomac Falls High School 2013 - Present
Arlington, VA August 2011 - Present
Wolf & Company, P.C. January 2009 - June 2011
Cultural Care Au Pair June 2007 - October 2008
Skills
Public Speaking, Microsoft Office, PowerPoint, Social Media, Non-profits, Nonprofits, Research, Event Planning
Education
The George Washington University 2011 — 2013
Masters Degree, School Counseling
Connecticut College 2003 — 2007
Sociology-based Human Relations and German Studies
Potomac Falls High School 2013 - Present
Arlington, VA August 2011 - Present
Wolf & Company, P.C. January 2009 - June 2011
Cultural Care Au Pair June 2007 - October 2008
Skills
Public Speaking, Microsoft Office, PowerPoint, Social Media, Non-profits, Nonprofits, Research, Event Planning
Education
The George Washington University 2011 — 2013
Masters Degree, School Counseling
Connecticut College 2003 — 2007
Sociology-based Human Relations and German Studies
Kandra Tranghese's Wolf & Company, P.C. Experience September 2003 - Present
Job Senior Audit Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2003 - Present
Education
Fairfield University 1992 — 1996
Bachelor of Science (BS), Accounting
Wolf & Company, P.C. September 2003 - Present
Education
Fairfield University 1992 — 1996
Bachelor of Science (BS), Accounting
Kerri Higgins's Wolf & Company, P.C. Experience September 1996 - November 1999
Job
Industry Accounting
Experience
BlumShapiro February 2015 - Present
Moran Environmental Recovery LLC June 2013 - April 2014
BlumShapiro February 2013 - April 2013
Talbots September 2002 - January 2005
Capital Crossing Servicing Company LLC November 1999 - April 2002
Wolf & Company, P.C. September 1996 - November 1999
Skills
Accounting, Auditing, General Ledger
Education
Saint Anselm College
Bachelor of Arts (B.A.), Accounting
Saint Anselm College
BlumShapiro February 2015 - Present
Moran Environmental Recovery LLC June 2013 - April 2014
BlumShapiro February 2013 - April 2013
Talbots September 2002 - January 2005
Capital Crossing Servicing Company LLC November 1999 - April 2002
Wolf & Company, P.C. September 1996 - November 1999
Skills
Accounting, Auditing, General Ledger
Education
Saint Anselm College
Bachelor of Arts (B.A.), Accounting
Saint Anselm College
Judy K. Daley's Wolf & Company, P.C. Experience December 2014 - May 2015
Job Tax Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2015 - Present
Wolf & Company, P.C. December 2014 - May 2015
CliftonLarsonAllen August 2013 - November 2014
Boston University January 2012 - August 2013
PwC October 2008 - January 2012
Massachusetts Institute of Technology (MIT) July 2005 - June 2008
Skills
Tax, Tax Research, Private Equity, Nonprofits, Tax Preparation, CPA
Education
Northeastern University
Master's degree, Accounting
Northeastern University
Bachelor of Science (BS), Accounting
CliftonLarsonAllen June 2015 - Present
Wolf & Company, P.C. December 2014 - May 2015
CliftonLarsonAllen August 2013 - November 2014
Boston University January 2012 - August 2013
PwC October 2008 - January 2012
Massachusetts Institute of Technology (MIT) July 2005 - June 2008
Skills
Tax, Tax Research, Private Equity, Nonprofits, Tax Preparation, CPA
Education
Northeastern University
Master's degree, Accounting
Northeastern University
Bachelor of Science (BS), Accounting
Deanna Salerno's Wolf & Company, P.C. Experience June 2015 - July 2015
Job
Industry
Experience
Wolf & Company, P.C. June 2015 - July 2015
Northeastern University September 2013 - May 2015
Bridge International Academies January 2014 - June 2014
Villa Lombardi's 2008 - 2013
Pier 1 Imports 2010 - 2011
Education
Northeastern University 2010 — 2015
Bachelor of Arts (BA)
Wolf & Company, P.C. June 2015 - July 2015
Northeastern University September 2013 - May 2015
Bridge International Academies January 2014 - June 2014
Villa Lombardi's 2008 - 2013
Pier 1 Imports 2010 - 2011
Education
Northeastern University 2010 — 2015
Bachelor of Arts (BA)