Wolf & Company, P.C.
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Wolf & Company, P.C. Employees
Employee
Years
Job
Industry
Joshua Gould Joshua Gould's Wolf & Company, P.C. Experience September 2005 - July 2007
Job Compliance Officer at Natixis Global Asset Management, L.P.
Industry Financial Services
Experience
Natixis Global Asset Management, L.P. June 2015 - Present
Natixis Global Asset Management, L.P. February 2011 - June 2015
John Hancock Financial Services June 2010 - February 2011
Old Mutual Asset Management July 2007 - June 2010
Wolf & Company, P.C. September 2005 - July 2007
Skills
Operational Risk..., Internal Controls, Compliance Assessments, Internal Audit, External Audit, Morningstar Direct, Trade Compliance, Operational Risk, AML, Risk Management, Anti Money Laundering, Financial Modeling, Sarbanes-Oxley Act
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2005
Bachelor of Science (B.S.), Business Administration: Accounting
Natixis Global Asset Management, L.P. June 2015 - Present
Natixis Global Asset Management, L.P. February 2011 - June 2015
John Hancock Financial Services June 2010 - February 2011
Old Mutual Asset Management July 2007 - June 2010
Wolf & Company, P.C. September 2005 - July 2007
Skills
Operational Risk..., Internal Controls, Compliance Assessments, Internal Audit, External Audit, Morningstar Direct, Trade Compliance, Operational Risk, AML, Risk Management, Anti Money Laundering, Financial Modeling, Sarbanes-Oxley Act
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2005
Bachelor of Science (B.S.), Business Administration: Accounting
Stephen King, JD, AMLP Stephen King, JD, AMLP's Wolf & Company, P.C. Experience October 1996 - Present
Job Member of the Firm Regulatory Compliance: Wolf & Company, PC
Industry Banking
Experience
Wolf & Company, P.C. October 1996 - Present
Healy & Healy July 1993 - September 1996
Skills
Regulatory Compliance..., Financial Regulation, Compliance Management..., Risk Management, Financial Institutions, Enterprise Risk..., Bank Secrecy Act, Compliance Analysis, Banking, Risk Management..., Banking Law, Compliance Audit, Anti Money Laundering, USA PATRIOT Act, Loans, Corporate Governance, Risk Assessment, Training, Internal Controls, AML, Operational Risk, Due Diligence, Operational Risk..., OFAC, Fraud, Regulatory Affairs, Quality Auditing, Financial Services, Financial Risk, Online Advertising, Research, Mortgage Lending, Mentoring, KYC
Education
Suffolk University Law School 1989 — 1992
JD
Stonehill College 1985 — 1989
Wolf & Company, P.C. October 1996 - Present
Healy & Healy July 1993 - September 1996
Skills
Regulatory Compliance..., Financial Regulation, Compliance Management..., Risk Management, Financial Institutions, Enterprise Risk..., Bank Secrecy Act, Compliance Analysis, Banking, Risk Management..., Banking Law, Compliance Audit, Anti Money Laundering, USA PATRIOT Act, Loans, Corporate Governance, Risk Assessment, Training, Internal Controls, AML, Operational Risk, Due Diligence, Operational Risk..., OFAC, Fraud, Regulatory Affairs, Quality Auditing, Financial Services, Financial Risk, Online Advertising, Research, Mortgage Lending, Mentoring, KYC
Education
Suffolk University Law School 1989 — 1992
JD
Stonehill College 1985 — 1989
Eric Rubega, CPA's Wolf & Company, P.C. Experience October 2012 - September 2014
Job Audit Supervisor at BlumShapiro
Industry Accounting
Experience
BlumShapiro October 2014 - Present
Wolf & Company, P.C. October 2012 - September 2014
BlumShapiro September 2008 - October 2012
Blum Shapiro and Company, P.C. June 2007 - August 2007
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, Excel, Construction, Microsoft Excel, Variance Analysis, Financial Audits, Risk Assessment, Financial Statements, GAAP, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Reporting
Education
The University of Connecticut School of Business 2008 — 2009
Master of Science, Accounting
University of Connecticut 2004 — 2008
Bachelor of Science, Accounting
BlumShapiro October 2014 - Present
Wolf & Company, P.C. October 2012 - September 2014
BlumShapiro September 2008 - October 2012
Blum Shapiro and Company, P.C. June 2007 - August 2007
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, Excel, Construction, Microsoft Excel, Variance Analysis, Financial Audits, Risk Assessment, Financial Statements, GAAP, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Reporting
Education
The University of Connecticut School of Business 2008 — 2009
Master of Science, Accounting
University of Connecticut 2004 — 2008
Bachelor of Science, Accounting
Richard Binder Richard Binder's Wolf & Company, P.C. Experience September 1983 - March 1992
Job CFO & SVP at Frontier Capital Management Co., LLC
Industry Investment Management
Experience
Frontier Capital Management Co., LLC March 1992 - Present
Wolf & Company, P.C. September 1983 - March 1992
Skills
Valuation, Financial Modeling, Internal Controls, Investments, Financial Reporting, Accounting, Sarbanes-Oxley Act, Asset Management, SEC filings, Financial Analysis, Due Diligence, Corporate Finance, Strategic Financial..., GAAP, Auditing, Financial Planning
Education
University of Massachusetts Lowell 1979 — 1983
BS, Accounting
Frontier Capital Management Co., LLC March 1992 - Present
Wolf & Company, P.C. September 1983 - March 1992
Skills
Valuation, Financial Modeling, Internal Controls, Investments, Financial Reporting, Accounting, Sarbanes-Oxley Act, Asset Management, SEC filings, Financial Analysis, Due Diligence, Corporate Finance, Strategic Financial..., GAAP, Auditing, Financial Planning
Education
University of Massachusetts Lowell 1979 — 1983
BS, Accounting
Alice Sloan Alice Sloan's Wolf & Company, P.C. Experience August 2011 - Present
Job Director of Business Development at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. August 2011 - Present
Grant Thornton September 2003 - April 2011
ACG Boston 2005 - 2009
British Consulate-General Boston 1997 - 2003
Jani- Jack Limited 1996 - 1997
Davis Mead, UK 1995 - 1996
SISM, The Netherlands 1992 - 1994
Information Handling Services Group 1990 - 1992
Information Handling Services Canada 1988 - 1990
Skills
Private Equity, Due Diligence, Strategic Planning, Venture Capital, Mergers, Mergers & Acquisitions, Program Management, Management Consulting, Financial Analysis, Financial Modeling, International Business, Business Development, New Business Development, Management, Marketing, Start-ups, Strategy, Leadership
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA, Business
Wolf & Company, P.C. August 2011 - Present
Grant Thornton September 2003 - April 2011
ACG Boston 2005 - 2009
British Consulate-General Boston 1997 - 2003
Jani- Jack Limited 1996 - 1997
Davis Mead, UK 1995 - 1996
SISM, The Netherlands 1992 - 1994
Information Handling Services Group 1990 - 1992
Information Handling Services Canada 1988 - 1990
Skills
Private Equity, Due Diligence, Strategic Planning, Venture Capital, Mergers, Mergers & Acquisitions, Program Management, Management Consulting, Financial Analysis, Financial Modeling, International Business, Business Development, New Business Development, Management, Marketing, Start-ups, Strategy, Leadership
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA, Business
Rebekah Purrazzella, CPA, MT Rebekah Purrazzella, CPA, MT's Wolf & Company, P.C. Experience December 2012 - Present
Job Tax Senior at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. December 2012 - Present
Eide Bailly LLP December 2011 - December 2012
Buffington Capital Holdings, LLC November 2008 - July 2010
OMNI Laboratories, Inc May 2006 - August 2006
Skills
Quickbooks, Engagement, ProSystems, Accounting, Tax Accounting, Tax Preparation, Income Tax, Tax, Corporate Tax, Microsoft Excel, QuickBooks, CPA
Education
University of Denver - Sturm College of Law/Daniels College of Business 2010 — 2011
Master of Taxation, Tax Accounting
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Accounting
Wolf & Company, P.C. December 2012 - Present
Eide Bailly LLP December 2011 - December 2012
Buffington Capital Holdings, LLC November 2008 - July 2010
OMNI Laboratories, Inc May 2006 - August 2006
Skills
Quickbooks, Engagement, ProSystems, Accounting, Tax Accounting, Tax Preparation, Income Tax, Tax, Corporate Tax, Microsoft Excel, QuickBooks, CPA
Education
University of Denver - Sturm College of Law/Daniels College of Business 2010 — 2011
Master of Taxation, Tax Accounting
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Accounting
Charles Frago Charles Frago's Wolf & Company, P.C. Experience January 2012 - Present
Job Principal at Wolf & Company
Industry Accounting
Experience
Wolf & Company, P.C. January 2012 - Present
KPMG July 1980 - January 2012
Skills
Corporate Tax, Tax Research, Tax Accounting, SEC filings, Partnership Taxation, Tax, CPA, Internal Controls, Auditing, Accounting, Tax Preparation, Tax Returns, US GAAP, Financial Reporting, Tax Advisory, International Tax, Financial Accounting, US Tax
Education
University of Hartford 1976 — 1980
BS, Accounting
Wolf & Company, P.C. January 2012 - Present
KPMG July 1980 - January 2012
Skills
Corporate Tax, Tax Research, Tax Accounting, SEC filings, Partnership Taxation, Tax, CPA, Internal Controls, Auditing, Accounting, Tax Preparation, Tax Returns, US GAAP, Financial Reporting, Tax Advisory, International Tax, Financial Accounting, US Tax
Education
University of Hartford 1976 — 1980
BS, Accounting
Beth McCusker, CRCM Beth McCusker, CRCM's Wolf & Company, P.C. Experience July 2007 - January 2010
Job Examiner at Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston December 2012 - Present
First Commons Bank, Newton Centre, MA January 2011 - December 2012
Sovereign Bank February 2010 - December 2010
Wolf & Company, P.C. July 2007 - January 2010
TD Bank May 2001 - July 2007
Skills
Training, Compliance, Customer Service, Budgets, Banking, Analysis, Auditing, USA PATRIOT Act, Loans, Internal Audit, Policy, OFAC, Finance, AML, Credit, Management, Enterprise Risk..., Fraud, Operational Risk..., Operational Risk, Risk Management, Bank Secrecy Act, Financial Risk, Financial Services, Due Diligence, Commercial Banking, Retail Banking, Credit Risk, Financial Institutions, Risk Assessment, KYC, Mortgage Lending, Internet Banking
Education
University of Massachusetts at Lowell 2003 — 2009
BS, Business Administration
Federal Reserve Bank of Boston December 2012 - Present
First Commons Bank, Newton Centre, MA January 2011 - December 2012
Sovereign Bank February 2010 - December 2010
Wolf & Company, P.C. July 2007 - January 2010
TD Bank May 2001 - July 2007
Skills
Training, Compliance, Customer Service, Budgets, Banking, Analysis, Auditing, USA PATRIOT Act, Loans, Internal Audit, Policy, OFAC, Finance, AML, Credit, Management, Enterprise Risk..., Fraud, Operational Risk..., Operational Risk, Risk Management, Bank Secrecy Act, Financial Risk, Financial Services, Due Diligence, Commercial Banking, Retail Banking, Credit Risk, Financial Institutions, Risk Assessment, KYC, Mortgage Lending, Internet Banking
Education
University of Massachusetts at Lowell 2003 — 2009
BS, Business Administration
Katie Carr Katie Carr's Wolf & Company, P.C. Experience April 2013 - October 2013
Job TQC Risk Associate within FIU at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. August 2015 - Present
Citizens Financial Group, Inc. January 2015 - August 2015
Wolf & Company, P.C. April 2013 - October 2013
First Republic Bank November 2010 - July 2011
TD Wealth Management January 2010 - November 2010
TD Bank May 2006 - January 2010
Skills
Banking, Portfolio Management, Relationship Management, Retail Banking, Sales, Loans, Credit, Consumer Lending, Investments, Mortgage Lending, Commercial Lending, Financial Analysis, Auditing, Customer Service, Cash Management, Risk Management
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science (BS)
Citizens Financial Group, Inc. August 2015 - Present
Citizens Financial Group, Inc. January 2015 - August 2015
Wolf & Company, P.C. April 2013 - October 2013
First Republic Bank November 2010 - July 2011
TD Wealth Management January 2010 - November 2010
TD Bank May 2006 - January 2010
Skills
Banking, Portfolio Management, Relationship Management, Retail Banking, Sales, Loans, Credit, Consumer Lending, Investments, Mortgage Lending, Commercial Lending, Financial Analysis, Auditing, Customer Service, Cash Management, Risk Management
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science (BS)
Ashley (Ashley Sullivan) Widger Ashley (Ashley Sullivan) Widger's Wolf & Company, P.C. Experience October 2012 - Present
Job Marketing Supervisor at Wolf & Company, P.C.
Industry Events Services
Experience
Wolf & Company, P.C. October 2012 - Present
Wolf & Company, P.C. April 2011 - October 2012
Stonehill College October 2009 - April 2011
EF Educational Tours November 2008 - June 2009
EF Educational Tours September 2006 - June 2009
Skills
Event Planning, Event Management, Fundraising, Account Management, Marketing Strategy, Budgets, Social Media, Strategy, Microsoft Office, PowerPoint, Customer Service, Higher Education, Social Networking, Marketing
Education
Union College 2002 — 2006
Bachelor of Science, Psychology
Cheshire High School 1999 — 2002
Wolf & Company, P.C. October 2012 - Present
Wolf & Company, P.C. April 2011 - October 2012
Stonehill College October 2009 - April 2011
EF Educational Tours November 2008 - June 2009
EF Educational Tours September 2006 - June 2009
Skills
Event Planning, Event Management, Fundraising, Account Management, Marketing Strategy, Budgets, Social Media, Strategy, Microsoft Office, PowerPoint, Customer Service, Higher Education, Social Networking, Marketing
Education
Union College 2002 — 2006
Bachelor of Science, Psychology
Cheshire High School 1999 — 2002
Bill Devilly Bill Devilly's Wolf & Company, P.C. Experience June 1981 - June 1985
Job Private Wealth Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc July 1985 - Present
Wolf & Company, P.C. June 1981 - June 1985
Education
Suffolk University 1977 — 1981
B.S.B.A, Accounting
Ameriprise Financial Services, Inc July 1985 - Present
Wolf & Company, P.C. June 1981 - June 1985
Education
Suffolk University 1977 — 1981
B.S.B.A, Accounting
Jessica Rackliff, CISA Jessica Rackliff, CISA's Wolf & Company, P.C. Experience June 2010 - December 2011
Job Information security specialist
Industry Information Technology and Services
Experience
Liberty Bank - CT January 2013 - Present
BlumShapiro January 2012 - January 2013
Wolf & Company, P.C. June 2010 - December 2011
COCC 2007 - 2010
COCC 2005 - 2007
Aetna June 2005 - August 2005
Skills
IT Audit, SAS70, Risk Assessment, Information Security, Internal Controls, Sarbanes-Oxley Act, Auditing, GLBA, Vulnerability Assessment, Risk Management, CISA, Internal Audit, Disaster Recovery, Business Continuity, Process Improvement, Information Security..., Security, Data Privacy, Social Engineering, Consulting, Enterprise Risk...
Education
University of Connecticut 2001 — 2005
BS, Computer Science
Liberty Bank - CT January 2013 - Present
BlumShapiro January 2012 - January 2013
Wolf & Company, P.C. June 2010 - December 2011
COCC 2007 - 2010
COCC 2005 - 2007
Aetna June 2005 - August 2005
Skills
IT Audit, SAS70, Risk Assessment, Information Security, Internal Controls, Sarbanes-Oxley Act, Auditing, GLBA, Vulnerability Assessment, Risk Management, CISA, Internal Audit, Disaster Recovery, Business Continuity, Process Improvement, Information Security..., Security, Data Privacy, Social Engineering, Consulting, Enterprise Risk...
Education
University of Connecticut 2001 — 2005
BS, Computer Science
Yasemin Herlihy's Wolf & Company, P.C. Experience December 1997 - May 1999
Job Accountant at King, McNamara and Moriarty
Industry Accounting
Experience
King, McNamara and Moriarty October 2008 - Present
Wolf & Company, P.C. December 1997 - May 1999
Di Pesa and Company August 1997 - December 1997
Seagate Software 1995 - 1997
Skills
Tax, QuickBooks, Auditing, Accounting, GAAP, General Ledger, Financial Reporting, Income Tax, Financial Analysis, Financial Accounting, Revenue Recognition, Accounts Receivable, Financial Statements, Tax Returns, US GAAP, Cash Flow
Education
Suffolk University - Sawyer Business School 1993 — 1995
MSA, Accounting
University of San Francisco 1986 — 1990
BA, Political Science
Cairo American College 1983 — 1986
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
King, McNamara and Moriarty October 2008 - Present
Wolf & Company, P.C. December 1997 - May 1999
Di Pesa and Company August 1997 - December 1997
Seagate Software 1995 - 1997
Skills
Tax, QuickBooks, Auditing, Accounting, GAAP, General Ledger, Financial Reporting, Income Tax, Financial Analysis, Financial Accounting, Revenue Recognition, Accounts Receivable, Financial Statements, Tax Returns, US GAAP, Cash Flow
Education
Suffolk University - Sawyer Business School 1993 — 1995
MSA, Accounting
University of San Francisco 1986 — 1990
BA, Political Science
Cairo American College 1983 — 1986
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Stephanie Vogel Stephanie Vogel's Wolf & Company, P.C. Experience March 2015 - Present
Job Marketing Specialist at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. March 2015 - Present
Online Tech July 2012 - March 2015
GENPACT LLC March 2011 - July 2012
Skills
Google Analytics, Google Adwords, Google Ad Planner, Online Marketing, Online Advertising, Search Advertising, Digital Marketing, Google Adwords..., Web Analytics, Social Media Marketing, SEM, PPC, Display Advertising, Mobile Advertising, Analytics, Social Networking, Account Management, Lead Generation, SEO, Advertising, Leadership, Team Building, Marketing Communications
Education
University of Michigan 2005 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Wolf & Company, P.C. March 2015 - Present
Online Tech July 2012 - March 2015
GENPACT LLC March 2011 - July 2012
Skills
Google Analytics, Google Adwords, Google Ad Planner, Online Marketing, Online Advertising, Search Advertising, Digital Marketing, Google Adwords..., Web Analytics, Social Media Marketing, SEM, PPC, Display Advertising, Mobile Advertising, Analytics, Social Networking, Account Management, Lead Generation, SEO, Advertising, Leadership, Team Building, Marketing Communications
Education
University of Michigan 2005 — 2009
Bachelor of Arts (BA), English Language and Literature, General
Piro Sassa Piro Sassa's Wolf & Company, P.C. Experience June 2006 - Present
Job Senior Audit Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. June 2006 - Present
O'Connor Davies, LLP (formerly Marien & Company) April 2003 - May 2006
Skills
Accounting, Financial Reporting, Revenue Recognition, Sarbanes-Oxley
Education
University of Hartford 2000 — 2003
MSA, Economics
Wolf & Company, P.C. June 2006 - Present
O'Connor Davies, LLP (formerly Marien & Company) April 2003 - May 2006
Skills
Accounting, Financial Reporting, Revenue Recognition, Sarbanes-Oxley
Education
University of Hartford 2000 — 2003
MSA, Economics
Martha McLeod, CPA's Wolf & Company, P.C. Experience July 2005 - June 2011
Job Director of Financial Reporting at Lake Sunapee Bank
Industry Financial Services
Experience
Lake Sunapee Bank July 2011 - Present
Wolf & Company, P.C. July 2005 - June 2011
The Rockfish 2003 - 2005
Royal Design Builders 2003 - 2005
New Hampshire Employment Security 2001 - 2003
Target 1999 - 2003
Skills
Financial Analysis, Accounting, General Ledger, GAAP, Financial Reporting, QuickBooks, Internal Controls, Auditing, Sarbanes-Oxley Act, Microsoft Excel, Financial Accounting, Internal Audit
Education
University of Massachusetts Boston 2007 — 2010
MS, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administration - Accounting
Lake Sunapee Bank July 2011 - Present
Wolf & Company, P.C. July 2005 - June 2011
The Rockfish 2003 - 2005
Royal Design Builders 2003 - 2005
New Hampshire Employment Security 2001 - 2003
Target 1999 - 2003
Skills
Financial Analysis, Accounting, General Ledger, GAAP, Financial Reporting, QuickBooks, Internal Controls, Auditing, Sarbanes-Oxley Act, Microsoft Excel, Financial Accounting, Internal Audit
Education
University of Massachusetts Boston 2007 — 2010
MS, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administration - Accounting
Nicole Colantuoni Nicole Colantuoni's Wolf & Company, P.C. Experience September 2015 - Present
Job Helpdesk Technician at Scheidt & Bachmann
Industry Electrical/Electronic Manufacturing
Experience
Wolf & Company, P.C. September 2015 - Present
Scheidt & Bachmann April 2015 - August 2015
Lahey Clinic January 2013 - April 2015
Sleep HealthCenters April 2010 - April 2012
Sleep HealthCenters April 2008 - April 2010
Skills
Help Desk Support, Technical Support, Software Installation, Troubleshooting, Healthcare Information..., Microsoft Office, Healthcare, Medical Records, HIPAA, Healthcare Management, EMR, EHR
Education
University of Phoenix 2014 — 2016
Associate's Degree, Network/Desktop Support
Everett High School 2000 — 2004
High School, Business Administration and Management, General
Wolf & Company, P.C. September 2015 - Present
Scheidt & Bachmann April 2015 - August 2015
Lahey Clinic January 2013 - April 2015
Sleep HealthCenters April 2010 - April 2012
Sleep HealthCenters April 2008 - April 2010
Skills
Help Desk Support, Technical Support, Software Installation, Troubleshooting, Healthcare Information..., Microsoft Office, Healthcare, Medical Records, HIPAA, Healthcare Management, EMR, EHR
Education
University of Phoenix 2014 — 2016
Associate's Degree, Network/Desktop Support
Everett High School 2000 — 2004
High School, Business Administration and Management, General
Mary Durgin Mary Durgin'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
Novogradac & Company LLP November 2012 - November 2014
GTECH June 2011 - August 2011
Longwood Events May 2008 - August 2011
Skills
Microsoft Excel
Education
University of San Diego 2008 — 2012
Bachelor's degree
Wolf & Company, P.C. November 2014 - Present
Novogradac & Company LLP November 2012 - November 2014
GTECH June 2011 - August 2011
Longwood Events May 2008 - August 2011
Skills
Microsoft Excel
Education
University of San Diego 2008 — 2012
Bachelor's degree
John Conaton's Wolf & Company, P.C. Experience November 1993 - November 2000
Job Director of Finance at Conmed Corporation
Industry Medical Devices
Experience
Conmed Corporation September 2012 - Present
Viking Systems, Inc. September 2006 - September 2012
Natural Pharmaceuticals, Inc. January 2002 - September 2006
Progressive Gourmet, Inc. November 2000 - January 2002
Wolf & Company, P.C. November 1993 - November 2000
Braver PC 1990 - 1993
Skills
Financial Reporting
Education
University of Massachusetts Lowell 1982 — 1986
BS, Accounting
Conmed Corporation September 2012 - Present
Viking Systems, Inc. September 2006 - September 2012
Natural Pharmaceuticals, Inc. January 2002 - September 2006
Progressive Gourmet, Inc. November 2000 - January 2002
Wolf & Company, P.C. November 1993 - November 2000
Braver PC 1990 - 1993
Skills
Financial Reporting
Education
University of Massachusetts Lowell 1982 — 1986
BS, Accounting
Kelley Chartier, CPA Kelley Chartier, CPA's Wolf & Company, P.C. Experience May 2014 - Present
Job Tax Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. May 2014 - Present
Crowe Horwath LLP September 2008 - May 2014
24 Hour Fitness May 2010 - October 2013
Crowe Horwath LLP January 2008 - April 2008
The Bank of Western Massachusetts June 2005 - November 2005
Boston Celtics January 2005 - May 2005
Walt Disney World September 2001 - January 2002
Skills
US GAAP, Tax, CPA, GAAP, Financial Reporting, Corporate Tax, Financial Accounting, SEC filings, Accounting, Financial Statements, GoSystems, QuickBooks, Tax Accounting, Sarbanes-Oxley Act, General Ledger, Internal Controls, SEC Filings, Financial Analysis, Auditing
Education
University of Miami - School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Science (B.S.), Sport Management
Wolf & Company, P.C. May 2014 - Present
Crowe Horwath LLP September 2008 - May 2014
24 Hour Fitness May 2010 - October 2013
Crowe Horwath LLP January 2008 - April 2008
The Bank of Western Massachusetts June 2005 - November 2005
Boston Celtics January 2005 - May 2005
Walt Disney World September 2001 - January 2002
Skills
US GAAP, Tax, CPA, GAAP, Financial Reporting, Corporate Tax, Financial Accounting, SEC filings, Accounting, Financial Statements, GoSystems, QuickBooks, Tax Accounting, Sarbanes-Oxley Act, General Ledger, Internal Controls, SEC Filings, Financial Analysis, Auditing
Education
University of Miami - School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Science (B.S.), Sport Management
Corey Graham's Wolf & Company, P.C. Experience January 2013 - August 2013
Job Staff Accountant at Morris & Morris, P.C., CPA's
Industry Accounting
Experience
Morris & Morris, P.C., CPA's January 2014 - Present
Wolf & Company, P.C. January 2013 - August 2013
University of Massachusetts Amherst September 2009 - December 2012
State Street June 2011 - August 2011
Skills
Fixed Assets, QuickBooks, Accounting, Tax Returns, Tax, Financial Reporting, Financial Accounting, Income Tax, Tax Preparation, Corporate Tax, Partnership Tax Returns, Auditing, Bookkeeping
Education
University of Massachusetts, Amherst 2009 — 2013
BS, Accounting, Senior
Reading Memorial High School
Reading Memorial High School
Morris & Morris, P.C., CPA's January 2014 - Present
Wolf & Company, P.C. January 2013 - August 2013
University of Massachusetts Amherst September 2009 - December 2012
State Street June 2011 - August 2011
Skills
Fixed Assets, QuickBooks, Accounting, Tax Returns, Tax, Financial Reporting, Financial Accounting, Income Tax, Tax Preparation, Corporate Tax, Partnership Tax Returns, Auditing, Bookkeeping
Education
University of Massachusetts, Amherst 2009 — 2013
BS, Accounting, Senior
Reading Memorial High School
Reading Memorial High School
Matt Burke Matt Burke's Wolf & Company, P.C. Experience September 2006 - June 2011
Job EVP, CFO, Treasurer at Cape Cod Five
Industry Accounting
Experience
The Cape Cod Five Cents Savings Bank May 2015 - Present
YMCA Cape Cod September 2014 - Present
Cape Cod Five Cents Savings Bank November 2014 - May 2015
Cape Cod Five Cents Savings Bank January 2014 - November 2014
Cape Cod Five Cents Savings Bank October 2012 - January 2014
Old Colony YMCA September 2011 - August 2013
Bridgewater Savings Bank June 2011 - October 2012
Wolf & Company, P.C. September 2006 - June 2011
Army National Guard May 2000 - April 2008
Skills
Internal Controls, Auditing, GAAP, Financial Reporting, Financial Analysis, Regulatory Filings, SEC filings, FDICIA, SOX 404, ALM, Budgeting, Finance, Analysis, Financial Statements
Education
ABA Stonier Graduate School of Banking / Wharton School of Business 2012 — 2013
Stonier Diploma and Wharton Leadership Certificate
University of Massachusetts Boston 2006 — 2006
MS, Accounting
University of Massachusetts Dartmouth 2001 — 2004
BS, Accounting
The Cape Cod Five Cents Savings Bank May 2015 - Present
YMCA Cape Cod September 2014 - Present
Cape Cod Five Cents Savings Bank November 2014 - May 2015
Cape Cod Five Cents Savings Bank January 2014 - November 2014
Cape Cod Five Cents Savings Bank October 2012 - January 2014
Old Colony YMCA September 2011 - August 2013
Bridgewater Savings Bank June 2011 - October 2012
Wolf & Company, P.C. September 2006 - June 2011
Army National Guard May 2000 - April 2008
Skills
Internal Controls, Auditing, GAAP, Financial Reporting, Financial Analysis, Regulatory Filings, SEC filings, FDICIA, SOX 404, ALM, Budgeting, Finance, Analysis, Financial Statements
Education
ABA Stonier Graduate School of Banking / Wharton School of Business 2012 — 2013
Stonier Diploma and Wharton Leadership Certificate
University of Massachusetts Boston 2006 — 2006
MS, Accounting
University of Massachusetts Dartmouth 2001 — 2004
BS, Accounting
Brooke McMahon, CPA Brooke McMahon, CPA's Wolf & Company, P.C. Experience December 2013 - Present
Job Accountant, Holyoke Gas & Electric Department
Industry Utilities
Experience
Wolf & Company, P.C. December 2013 - Present
Wolf & Company, P.C. August 2011 - November 2013
MassMutual Financial Group November 2010 - August 2011
Education
University of Massachusetts, Amherst
Western New England College
Master of Science (M.S.), Accounting
Wolf & Company, P.C. December 2013 - Present
Wolf & Company, P.C. August 2011 - November 2013
MassMutual Financial Group November 2010 - August 2011
Education
University of Massachusetts, Amherst
Western New England College
Master of Science (M.S.), Accounting
Emily Kaminski's Wolf & Company, P.C. Experience October 2014 - January 2015
Job Placement Counselor at Carney, Sandoe & Associates
Industry Education Management
Experience
Carney, Sandoe & Associates September 2015 - Present
Carney, Sandoe & Associates January 2015 - September 2015
Wolf & Company, P.C. October 2014 - January 2015
Wolf & Company, P.C. August 2014 - October 2014
Front Street Brewery March 2013 - July 2014
Dr. Kaminski's Family Practice March 2011 - August 2011
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts In Elementary Education, Primary Education, Language Arts Academic Concentration, 3.82
Carney, Sandoe & Associates September 2015 - Present
Carney, Sandoe & Associates January 2015 - September 2015
Wolf & Company, P.C. October 2014 - January 2015
Wolf & Company, P.C. August 2014 - October 2014
Front Street Brewery March 2013 - July 2014
Dr. Kaminski's Family Practice March 2011 - August 2011
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts In Elementary Education, Primary Education, Language Arts Academic Concentration, 3.82
Peter Hanson's Wolf & Company, P.C. Experience September 2015 - Present
Job Staff Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2015 - Present
University of Massachusetts Lowell July 2014 - June 2015
Powers & Sullivan, LLC July 2013 - December 2013
University of Massachusetts Lowell August 2012 - June 2013
City of Melrose June 2011 - September 2012
Skills
Microsoft Word, Accounting, Microsoft Excel, Microsoft Office, Fundraising, Marketing, iMovie, Social Networking, HTML, CSS, Fishing, Final Cut Pro, Auditing, Web Pages, Film Production, TV News Production, PPC, GoSystems, Investments, Summit, MS Excel Pivot Tables, Daily Deposits, PeopleSoft Financial, Account Reconciliation
Education
University of Massachusetts Lowell 2015 — 2016
Master of Science in Accounting (MSA)
University of Massachusetts at Lowell 2010 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
Wolf & Company, P.C. September 2015 - Present
University of Massachusetts Lowell July 2014 - June 2015
Powers & Sullivan, LLC July 2013 - December 2013
University of Massachusetts Lowell August 2012 - June 2013
City of Melrose June 2011 - September 2012
Skills
Microsoft Word, Accounting, Microsoft Excel, Microsoft Office, Fundraising, Marketing, iMovie, Social Networking, HTML, CSS, Fishing, Final Cut Pro, Auditing, Web Pages, Film Production, TV News Production, PPC, GoSystems, Investments, Summit, MS Excel Pivot Tables, Daily Deposits, PeopleSoft Financial, Account Reconciliation
Education
University of Massachusetts Lowell 2015 — 2016
Master of Science in Accounting (MSA)
University of Massachusetts at Lowell 2010 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
Brendan Wonn Brendan Wonn's Wolf & Company, P.C. Experience July 2012 - July 2014
Job Tax Staff at Bradshaw, Gordon & Clinkscales, LLC, CPA's
Industry Accounting
Experience
Bradshaw, Gordon & Clinkscales, LLC, CPA's August 2014 - Present
Wolf & Company, P.C. July 2012 - July 2014
The Citadel February 2011 - July 2012
Education
The Citadel 2006 — 2010
Bachelor of Science, Business Administration (Accounting)
AUD 2007 — 2008
Bradshaw, Gordon & Clinkscales, LLC, CPA's August 2014 - Present
Wolf & Company, P.C. July 2012 - July 2014
The Citadel February 2011 - July 2012
Education
The Citadel 2006 — 2010
Bachelor of Science, Business Administration (Accounting)
AUD 2007 — 2008
Jerry Gagne, CPA CISA Jerry Gagne, CPA CISA's Wolf & Company, P.C. Experience October 2001 - Present
Job Member of the Firm at Wolf & Company, P.C.
Industry Computer & Network Security
Experience
Wolf & Company, P.C. October 2001 - Present
Arthur Andersen 1997 - 2001
Canby, Maloney & Company 1993 - 1997
Skills
IT Audit, Business Continuity..., Vulnerability Assessment, SOX 404, ITGC, Information Security, Disaster Recovery, Information Security..., Internal Controls, Risk Assessment, Sarbanes-Oxley Act, Auditing, Risk Management, Security, Internal Audit, Information Technology, Governance, CISA, SEC filings, SAS70, Enterprise Risk..., GLBA, Network Security, GAAP, CPA, Privacy Law, Fraud, SSAE 16, Sarbanes-Oxley, Business Continuity, Financial Institutions, IT Risk Management, Banking, Financial Analysis, Accounting
Education
University of Massachusetts Dartmouth 1986 — 1993
BS, Accounting
Natick High School 1980 — 1986
Wolf & Company, P.C. October 2001 - Present
Arthur Andersen 1997 - 2001
Canby, Maloney & Company 1993 - 1997
Skills
IT Audit, Business Continuity..., Vulnerability Assessment, SOX 404, ITGC, Information Security, Disaster Recovery, Information Security..., Internal Controls, Risk Assessment, Sarbanes-Oxley Act, Auditing, Risk Management, Security, Internal Audit, Information Technology, Governance, CISA, SEC filings, SAS70, Enterprise Risk..., GLBA, Network Security, GAAP, CPA, Privacy Law, Fraud, SSAE 16, Sarbanes-Oxley, Business Continuity, Financial Institutions, IT Risk Management, Banking, Financial Analysis, Accounting
Education
University of Massachusetts Dartmouth 1986 — 1993
BS, Accounting
Natick High School 1980 — 1986
Matthew Venooker Matthew Venooker's Wolf & Company, P.C. Experience September 2014 - Present
Job Audit Associate at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2014 - Present
Nova Biomedical May 2013 - August 2013
OnProcess Technology May 2012 - August 2012
Nova Biomedical May 2011 - August 2011
Franklin Country Club April 2007 - September 2010
Skills
MS Office (Word, Excel,..., Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Financial Reporting, Customer Service, Tax, Auditing, English, Income Tax, Access, Accounts Payable, Time Management, AutoCAD, Solidworks, Minitab, Pro-Engineering
Education
University of Massachusetts, Amherst 2014 — 2015
Master of Science (M.S.), Accounting
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Franklin High School 2006 — 2010
Wolf & Company, P.C. September 2014 - Present
Nova Biomedical May 2013 - August 2013
OnProcess Technology May 2012 - August 2012
Nova Biomedical May 2011 - August 2011
Franklin Country Club April 2007 - September 2010
Skills
MS Office (Word, Excel,..., Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Financial Reporting, Customer Service, Tax, Auditing, English, Income Tax, Access, Accounts Payable, Time Management, AutoCAD, Solidworks, Minitab, Pro-Engineering
Education
University of Massachusetts, Amherst 2014 — 2015
Master of Science (M.S.), Accounting
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Franklin High School 2006 — 2010
Victoria Kos Victoria Kos's Wolf & Company, P.C. Experience October 2012 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2012 - Present
Wolf & Company, P.C. October 2010 - September 2012
Skills
GAAP, Accounting, Financial Accounting
Education
University of Massachusetts, Amherst 2010 — 2011
Master of Science in Accounting, accounting
Wolf & Company, P.C. October 2012 - Present
Wolf & Company, P.C. October 2010 - September 2012
Skills
GAAP, Accounting, Financial Accounting
Education
University of Massachusetts, Amherst 2010 — 2011
Master of Science in Accounting, accounting
Virginia Boudwin's Wolf & Company, P.C. Experience December 2014 - Present
Job Senior at Wolf & Company
Industry Accounting
Experience
Wolf & Company, P.C. December 2014 - Present
Grant Thornton LLP July 2013 - December 2014
Heald Hoffmeister and Company, Inc. May 2007 - June 2013
Skills
Excel, Engagement, Communication, Organizational Analysis, Data Analysis, Financial Analysis, Financial Reporting, Profx tax software, Profx, Microsoft Excel, Financial Statements, Account Reconciliation, QuickBooks, Tax, Auditing, General Ledger, Revenue Recognition, Accounting, Organizational Needs..., Managerial Finance, Financial Accounting, Corporate Tax, Tax Preparation, Internal Controls, Estate Tax Planning, GAAP, Fixed Assets, Income Tax
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Accounting - Summa Cum Laude
Wolf & Company, P.C. December 2014 - Present
Grant Thornton LLP July 2013 - December 2014
Heald Hoffmeister and Company, Inc. May 2007 - June 2013
Skills
Excel, Engagement, Communication, Organizational Analysis, Data Analysis, Financial Analysis, Financial Reporting, Profx tax software, Profx, Microsoft Excel, Financial Statements, Account Reconciliation, QuickBooks, Tax, Auditing, General Ledger, Revenue Recognition, Accounting, Organizational Needs..., Managerial Finance, Financial Accounting, Corporate Tax, Tax Preparation, Internal Controls, Estate Tax Planning, GAAP, Fixed Assets, Income Tax
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Accounting - Summa Cum Laude
Joel Santorelli Joel Santorelli's Wolf & Company, P.C. Experience May 2000 - September 2001
Job Vice President, Audit Services
Industry Banking
Experience
SunTrust Bank May 2011 - Present
United Acceptance, Inc. November 2009 - May 2011
CompuCredit May 2006 - March 2009
CompuCredit June 2003 - May 2006
Powers & Sullivan, CPA's September 2001 - June 2003
Wolf & Company, P.C. May 2000 - September 2001
Powers & Sullivan, CPA's July 1998 - May 2000
Skills
Financial Analysis, Internal Audit, Accounting, Risk Management, Internal Controls, Auditing, Enterprise Risk..., IT Audit, Sarbanes-Oxley Act, Sarbanes-Oxley, Process Improvement, Risk Assessment, Financial Risk, Leadership, Software Documentation, Finance
Education
University of Massachusetts Lowell 1994 — 1998
BSBA, Accounting
SunTrust Bank May 2011 - Present
United Acceptance, Inc. November 2009 - May 2011
CompuCredit May 2006 - March 2009
CompuCredit June 2003 - May 2006
Powers & Sullivan, CPA's September 2001 - June 2003
Wolf & Company, P.C. May 2000 - September 2001
Powers & Sullivan, CPA's July 1998 - May 2000
Skills
Financial Analysis, Internal Audit, Accounting, Risk Management, Internal Controls, Auditing, Enterprise Risk..., IT Audit, Sarbanes-Oxley Act, Sarbanes-Oxley, Process Improvement, Risk Assessment, Financial Risk, Leadership, Software Documentation, Finance
Education
University of Massachusetts Lowell 1994 — 1998
BSBA, Accounting
Irene (Fitzgerald) Morley, CISA's Wolf & Company, P.C. Experience March 2005 - December 2006
Job IT Auditor at Computershare
Industry Insurance
Experience
Computershare November 2010 - Present
Brown University May 2010 - November 2010
Harvard Pilgrim Health Care December 2006 - April 2010
Wolf & Company, P.C. March 2005 - December 2006
Commonwealth of MA December 2002 - March 2005
Atex Media Solutions 2000 - 2002
Manulife Financial 1997 - 2000
Skills
IT Audit, Information Security, CISA, Risk Assessment, Security, Auditing, Information Security..., Information Technology, Internal Audit, Network Security, Disaster Recovery, Vendor Management, Business Continuity, ISO 27001, Governance, Business Continuity..., SAS70, IT Strategy, Business Process
Education
Suffolk University 1991 — 1993
MS
Suffolk University - Sawyer School of Management 1987 — 1991
BSBA, cum laude
Manter Hall, Cambridge 1986 — 1987
Computershare November 2010 - Present
Brown University May 2010 - November 2010
Harvard Pilgrim Health Care December 2006 - April 2010
Wolf & Company, P.C. March 2005 - December 2006
Commonwealth of MA December 2002 - March 2005
Atex Media Solutions 2000 - 2002
Manulife Financial 1997 - 2000
Skills
IT Audit, Information Security, CISA, Risk Assessment, Security, Auditing, Information Security..., Information Technology, Internal Audit, Network Security, Disaster Recovery, Vendor Management, Business Continuity, ISO 27001, Governance, Business Continuity..., SAS70, IT Strategy, Business Process
Education
Suffolk University 1991 — 1993
MS
Suffolk University - Sawyer School of Management 1987 — 1991
BSBA, cum laude
Manter Hall, Cambridge 1986 — 1987
Chuck Cramer's Wolf & Company, P.C. Experience October 2007 - April 2010
Job Manager of Technical Accounting at Advance Auto Parts
Industry Accounting
Experience
Advance Auto Parts June 2015 - Present
Tyco February 2014 - May 2015
Cognizant Technology Solutions October 2012 - February 2014
PwC May 2012 - October 2012
PricewaterhouseCoopers July 2010 - May 2012
Wolf & Company, P.C. October 2007 - April 2010
Feeley & Driscoll, P.C. March 2006 - September 2007
Oxy January 2004 - February 2006
Skills
Tax, Accounting, Corporate Tax, Income Tax, General Ledger, Internal Audit, Financial Analysis, CPA, GAAP, Internal Controls, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Auditing
Education
Texas Christian University 1998 — 2003
BS, Accounting
Texas Christian University 1998 — 2003
Masters, Accounting
Parkway South High School
Parkway South High School
Advance Auto Parts June 2015 - Present
Tyco February 2014 - May 2015
Cognizant Technology Solutions October 2012 - February 2014
PwC May 2012 - October 2012
PricewaterhouseCoopers July 2010 - May 2012
Wolf & Company, P.C. October 2007 - April 2010
Feeley & Driscoll, P.C. March 2006 - September 2007
Oxy January 2004 - February 2006
Skills
Tax, Accounting, Corporate Tax, Income Tax, General Ledger, Internal Audit, Financial Analysis, CPA, GAAP, Internal Controls, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Auditing
Education
Texas Christian University 1998 — 2003
BS, Accounting
Texas Christian University 1998 — 2003
Masters, Accounting
Parkway South High School
Parkway South High School
Dale Z. Rhoads's Wolf & Company, P.C. Experience 2004 - 2005
Job Independent Compliance Professional
Industry Banking
Experience
Self-employed June 2013 - Present
M & M Consulting, LLC June 2010 - June 2013
Avidia Bank 2007 - 2010
Westborough Bank 2006 - 2008
Wolf & Company, P.C. 2004 - 2005
Office of the Comptroller of the Currency 1975 - 1986
Skills
Compliance Audits, Compliance, Bank Secrecy Act, Banking, Risk Management, AML, Risk Assessment, Financial Risk, Internal Audit, Auditing, Internal Controls, Due Diligence, Accounting, Enterprise Risk..., Credit, IT Audit, Operational Risk, Quality Auditing, Financial Reporting, KYC, Financial Analysis, Loans, Executive Management, Portfolio Management, Corporate Governance, Credit Risk, OFAC, Operational Risk..., Credit Analysis, Retail Banking, USA PATRIOT Act, Fraud, Consumer Lending, Financial Institutions, Mortgage Lending, Commercial Banking, Mortgage Underwriting, Commercial Lending, Analysis, Loan Origination, Underwriting, GLBA, Cash Management, Mortgage Banking, CISA, Credit Unions, Policy, Loan Servicing, Financial Regulation, Insurance
Education
Simmons College Graduate School of Library & Information Science
Masters of Library and Information Science, Information Technology
Suffolk University Law School
Doctor of Law (JD), Law
Self-employed June 2013 - Present
M & M Consulting, LLC June 2010 - June 2013
Avidia Bank 2007 - 2010
Westborough Bank 2006 - 2008
Wolf & Company, P.C. 2004 - 2005
Office of the Comptroller of the Currency 1975 - 1986
Skills
Compliance Audits, Compliance, Bank Secrecy Act, Banking, Risk Management, AML, Risk Assessment, Financial Risk, Internal Audit, Auditing, Internal Controls, Due Diligence, Accounting, Enterprise Risk..., Credit, IT Audit, Operational Risk, Quality Auditing, Financial Reporting, KYC, Financial Analysis, Loans, Executive Management, Portfolio Management, Corporate Governance, Credit Risk, OFAC, Operational Risk..., Credit Analysis, Retail Banking, USA PATRIOT Act, Fraud, Consumer Lending, Financial Institutions, Mortgage Lending, Commercial Banking, Mortgage Underwriting, Commercial Lending, Analysis, Loan Origination, Underwriting, GLBA, Cash Management, Mortgage Banking, CISA, Credit Unions, Policy, Loan Servicing, Financial Regulation, Insurance
Education
Simmons College Graduate School of Library & Information Science
Masters of Library and Information Science, Information Technology
Suffolk University Law School
Doctor of Law (JD), Law
Erica Torres's Wolf & Company, P.C. Experience September 2006 - Present
Job Regulatory Compliance Manager at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. September 2006 - Present
TD Bank January 2000 - September 2006
Skills
AML, Auditing, Bank Secrecy Act, Banking, Credit, Customer Service, Due Diligence, Enterprise Risk..., Financial Institutions, Financial Reporting, Financial Risk, OFAC, Operational Risk..., Retail Banking, Risk Assessment, Risk Management, USA PATRIOT Act, Anti Money Laundering
Education
University of Massachusetts Lowell
Wolf & Company, P.C. September 2006 - Present
TD Bank January 2000 - September 2006
Skills
AML, Auditing, Bank Secrecy Act, Banking, Credit, Customer Service, Due Diligence, Enterprise Risk..., Financial Institutions, Financial Reporting, Financial Risk, OFAC, Operational Risk..., Retail Banking, Risk Assessment, Risk Management, USA PATRIOT Act, Anti Money Laundering
Education
University of Massachusetts Lowell
Chuck Cramer, CPA's Wolf & Company, P.C. Experience Senior AuditorWolf & Company, P.C.October 2007 - Present
Job Senior Auditor at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. Senior AuditorWolf & Company, P.C.October 2007 - Present
Oxy September 2003 - February 2005
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
MSA, Accounting
Wolf & Company, P.C. Senior AuditorWolf & Company, P.C.October 2007 - Present
Oxy September 2003 - February 2005
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
MSA, Accounting
Janna Egnitz's Wolf & Company, P.C. Experience February 2009 - March 2012
Job Underwriter at NAPLIA
Industry Insurance
Experience
North American Professional Liability Insurance Agency, LLC - NAPLIA March 2012 - Present
Wolf & Company, P.C. February 2009 - March 2012
Wolf & Company, P.C. January 2008 - February 2009
National Electric Corporation August 2006 - October 2007
Dellaria Salon 2003 - 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Outlook, Professional Liability, Underwriting, Customer Service, Employee Benefits, Insurance, Risk Management, Account Management, Liability, Property & Casualty...
Education
University of Massachusetts, Amherst 1997 — 2001
BA, Communication
North American Professional Liability Insurance Agency, LLC - NAPLIA March 2012 - Present
Wolf & Company, P.C. February 2009 - March 2012
Wolf & Company, P.C. January 2008 - February 2009
National Electric Corporation August 2006 - October 2007
Dellaria Salon 2003 - 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Outlook, Professional Liability, Underwriting, Customer Service, Employee Benefits, Insurance, Risk Management, Account Management, Liability, Property & Casualty...
Education
University of Massachusetts, Amherst 1997 — 2001
BA, Communication
Jen Howard's Wolf & Company, P.C. Experience September 1993 - November 1996
Job at Mason & Mason Technology Insurance Services, Inc.
Industry Insurance
Experience
Mason & Mason Technology Insurance Services, Inc. June 2010 - Present
Joule Biotechnologies April 2008 - April 2010
Flagship Ventures 2000 - 2008
Numeric Investors November 1996 - April 2000
Wolf & Company, P.C. September 1993 - November 1996
Skills
Start-ups, Venture Capital, Accounting
Education
University of Massachusetts, Amherst 1989 — 1993
BBA, Accounting
Mason & Mason Technology Insurance Services, Inc. June 2010 - Present
Joule Biotechnologies April 2008 - April 2010
Flagship Ventures 2000 - 2008
Numeric Investors November 1996 - April 2000
Wolf & Company, P.C. September 1993 - November 1996
Skills
Start-ups, Venture Capital, Accounting
Education
University of Massachusetts, Amherst 1989 — 1993
BBA, Accounting
Sharon Dynan's Wolf & Company, P.C. Experience 1995 - 2002
Job Mom to Colin, Carrie & Ellen
Industry Accounting
Experience
to Colin, Carrie & Ellen 2005 - Present
Whitman Public Library 2003 - Present
Avon Public Schools 2002 - 2005
Wolf & Company, P.C. 1995 - 2002
Education
University of Massachusetts Boston
Education
to Colin, Carrie & Ellen 2005 - Present
Whitman Public Library 2003 - Present
Avon Public Schools 2002 - 2005
Wolf & Company, P.C. 1995 - 2002
Education
University of Massachusetts Boston
Education
Sandra Young's Wolf & Company, P.C. Experience September 1992 - November 1996
Job Accountant at BakenJoy
Industry Medical Practice
Experience
BakenJoy October 2011 - Present
The MRI Center July 2004 - December 2011
Boston Regional Medical Center November 1996 - January 1998
Wolf & Company, P.C. September 1992 - November 1996
Education
Suffolk University 1988 — 1992
BSBA, Accounting
BakenJoy October 2011 - Present
The MRI Center July 2004 - December 2011
Boston Regional Medical Center November 1996 - January 1998
Wolf & Company, P.C. September 1992 - November 1996
Education
Suffolk University 1988 — 1992
BSBA, Accounting
Jared Kinsler's Wolf & Company, P.C. Experience January 2015 - April 2015
Job Juris Doctor, Massachusetts Bar Results Pending
Industry Law Practice
Experience
Wolf & Company, P.C. January 2015 - April 2015
United States District Court for the Eastern District of Wisconsin May 2014 - August 2014
Williamson & Melendez August 2013 - December 2013
Massachusetts District Court, Chelsea Division June 2013 - August 2013
Law office of Iannella and Mummolo March 2011 - December 2012
Merchant Services June 2010 - June 2012
Institute of International Education October 2008 - December 2008
Office of the Attorney General June 2008 - August 2008
Baratta Partners Sports Agency June 2007 - August 2007
Skills
Westlaw, Merchant Services, Sales, Courts, Legal Research, Legal Writing, Litigation, Motions, Lexis, Paralegals, Sports Law, Environmental Law, Contract Negotiation, Research, Corporate Law, Legal Advice, Personal Injury, Civil Rights Law, Outlook, Regulatory Compliance
Education
Suffolk Law School 2012 — 2015
Doctor of Law (J.D.)
Union College 2006 — 2010
Bachelor of Arts (B.A.), Political Science
Northfield Mount Hermon School 2005 — 2006
Post Graduate Degree, Post- graduate
Wolf & Company, P.C. January 2015 - April 2015
United States District Court for the Eastern District of Wisconsin May 2014 - August 2014
Williamson & Melendez August 2013 - December 2013
Massachusetts District Court, Chelsea Division June 2013 - August 2013
Law office of Iannella and Mummolo March 2011 - December 2012
Merchant Services June 2010 - June 2012
Institute of International Education October 2008 - December 2008
Office of the Attorney General June 2008 - August 2008
Baratta Partners Sports Agency June 2007 - August 2007
Skills
Westlaw, Merchant Services, Sales, Courts, Legal Research, Legal Writing, Litigation, Motions, Lexis, Paralegals, Sports Law, Environmental Law, Contract Negotiation, Research, Corporate Law, Legal Advice, Personal Injury, Civil Rights Law, Outlook, Regulatory Compliance
Education
Suffolk Law School 2012 — 2015
Doctor of Law (J.D.)
Union College 2006 — 2010
Bachelor of Arts (B.A.), Political Science
Northfield Mount Hermon School 2005 — 2006
Post Graduate Degree, Post- graduate
Paula Larson's Wolf & Company, P.C. Experience September 2001 - February 2004
Job Associate Director, Accounting at Zafgen, Inc.
Industry Biotechnology
Experience
Zafgen, Inc. September 2015 - Present
Sarepta Therapeutics December 2012 - September 2015
BIND Biosciences June 2012 - December 2012
Alnylam Pharmaceuticals January 2006 - February 2012
Praecis Pharmaceuticals June 2004 - August 2005
Wolf & Company, P.C. September 2001 - February 2004
Skills
CPA certification in..., SEC filings, Sarbanes-Oxley, Accounting, Auditing, Financial Reporting, Internal Controls, General Ledger, Financial Analysis, Budgets, CPA, Accruals, Strategic Financial..., Revenue Recognition, Finance, Cost Accounting, Internal Audit, Forecasting, Mergers & Acquisitions, Due Diligence, Start-ups, Biotechnology, Accounts Payable, GAAP, Account Reconciliation, Leadership, Cash Management, Tax, Financial Modeling, US GAAP, Process Improvement, Managerial Finance, Payroll, Financial Accounting, QuickBooks, Sarbanes-Oxley Act, SEC Filings
Education
Stonehill College 1997 — 2001
BS, Accounting, Management
Zafgen, Inc. September 2015 - Present
Sarepta Therapeutics December 2012 - September 2015
BIND Biosciences June 2012 - December 2012
Alnylam Pharmaceuticals January 2006 - February 2012
Praecis Pharmaceuticals June 2004 - August 2005
Wolf & Company, P.C. September 2001 - February 2004
Skills
CPA certification in..., SEC filings, Sarbanes-Oxley, Accounting, Auditing, Financial Reporting, Internal Controls, General Ledger, Financial Analysis, Budgets, CPA, Accruals, Strategic Financial..., Revenue Recognition, Finance, Cost Accounting, Internal Audit, Forecasting, Mergers & Acquisitions, Due Diligence, Start-ups, Biotechnology, Accounts Payable, GAAP, Account Reconciliation, Leadership, Cash Management, Tax, Financial Modeling, US GAAP, Process Improvement, Managerial Finance, Payroll, Financial Accounting, QuickBooks, Sarbanes-Oxley Act, SEC Filings
Education
Stonehill College 1997 — 2001
BS, Accounting, Management
GREGORY COREY's Wolf & Company, P.C. Experience March 2012 - January 2013
Job Citizens Bank
Industry Banking
Experience
RBS Citizens N.A. February 2013 - Present
Wolf & Company, P.C. March 2012 - January 2013
RBS Citizens N.A. October 2008 - March 2012
Bank of America September 2007 - June 2008
Cambridge Savings Bank June 2004 - June 2005
RBS Citizens N.A. November 2001 - June 2004
MFS Investment Management February 1999 - June 2001
Education
Suffolk University Law School 2006 — 2010
J.D., LAW
Suffolk University - Sawyer Business School 2001 — 2003
M.B.A., FINANCE CONCENTRATION
University of Massachusetts, Amherst 1992 — 1996
B.A., COMMUNICATIONS
RBS Citizens N.A. February 2013 - Present
Wolf & Company, P.C. March 2012 - January 2013
RBS Citizens N.A. October 2008 - March 2012
Bank of America September 2007 - June 2008
Cambridge Savings Bank June 2004 - June 2005
RBS Citizens N.A. November 2001 - June 2004
MFS Investment Management February 1999 - June 2001
Education
Suffolk University Law School 2006 — 2010
J.D., LAW
Suffolk University - Sawyer Business School 2001 — 2003
M.B.A., FINANCE CONCENTRATION
University of Massachusetts, Amherst 1992 — 1996
B.A., COMMUNICATIONS
Rob LeGallo's Wolf & Company, P.C. Experience 1999 - 2004
Job S.V.P. & C.F.O. at Institution for Savings
Industry
Experience
Institution for Savings May 2004 - Present
Wolf & Company, P.C. 1999 - 2004
Speen and Company 1989 - 1999
Education
University of Massachusetts Lowell 1995 — 1999
Bachelor's degree, Accounting and Finance
Billerica Memorial High School
Institution for Savings May 2004 - Present
Wolf & Company, P.C. 1999 - 2004
Speen and Company 1989 - 1999
Education
University of Massachusetts Lowell 1995 — 1999
Bachelor's degree, Accounting and Finance
Billerica Memorial High School
Joseph Dattoli's Wolf & Company, P.C. Experience October 2009 - Present
Job Audit Associate at Wolf & Company, P.C.
Industry Accounting
Experience
Wolf & Company, P.C. October 2009 - Present
Everett Co-Operative Bank June 2006 - September 2009
Skills
SEC filings, Internal Controls, GAAP, Auditing, Income Tax, Tax, Financial Analysis, US GAAP, General Ledger, Microsoft Excel, Financial Reporting, Accounting, Financial Accounting, QuickBooks
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (BS), Accounting
Wolf & Company, P.C. October 2009 - Present
Everett Co-Operative Bank June 2006 - September 2009
Skills
SEC filings, Internal Controls, GAAP, Auditing, Income Tax, Tax, Financial Analysis, US GAAP, General Ledger, Microsoft Excel, Financial Reporting, Accounting, Financial Accounting, QuickBooks
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (BS), Accounting
Jaclynn Sorenson, CPA's Wolf & Company, P.C. Experience July 2006 - October 2012
Job Tax Manager at BA Major Associates
Industry Accounting
Experience
BA Major Associates October 2012 - Present
Wolf & Company, P.C. July 2006 - October 2012
Education
Suffolk University 2008 — 2010
Master of Science in Taxation
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
BA Major Associates October 2012 - Present
Wolf & Company, P.C. July 2006 - October 2012
Education
Suffolk University 2008 — 2010
Master of Science in Taxation
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting