Berkowitz Dick Pollack & Brant
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Berkowitz Dick Pollack & Brant Employees
AppSumo.com February 2015 - Present
Microsoft October 2013 - February 2015
Microsoft February 2013 - October 2013
Microsoft July 2011 - January 2013
Bravado Living April 2009 - June 2011
Hummingbird Financial LLC February 2008 - June 2011
McGladrey 2011 - 2011
ALPFA-FIU CHAPTER January 2010 - December 2010
Berkowitz Dick Pollack & Brant 2010 - 2010
Nobox 2010 - 2010
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Financial Reporting, Quantative Analysis, Big Data, Ruby on Rails, MySQL, PostgreSQL, Growth Hacking, Data Science, Conversion Optimization, Project Management, SaaS, ROI Optimization, Social Media ROI, Budgets, Data Analysis, Analysis, Management, Finance, Business Planning, Market Research, Business Development, Leadership, Accounting, Strategy, Marketing
Education
Florida International University - College of Business Administration
Bachelors, Accounting
ecole superieure de commerce
International Business
MDC Shared Services July 2013 - Present
Ryder System, Inc. April 2013 - June 2013
World Fuel Services January 2011 - March 2013
Burger King Corporation March 2010 - December 2010
Brightstar Corp 2007 - 2009
Berkowitz Dick Pollack & Brant April 2006 - May 2007
Rachlin Cohen & Holtz 2003 - 2006
Skills
Employee Relations, Talent Management, Onboarding, Talent Acquisition, HR Policies, Succession Planning, Personnel Management, Human Resources, Project Management, Sourcing, Executive Search, Benefits Negotiation, Technical Recruiting, Deferred Compensation, Training, Management, Leadership, HRIS, Applicant Tracking..., Organizational..., Internet Recruiting, Interviews, Benefits Administration, Workforce Planning, Employee Engagement, Performance Management, Recruiting, Policy, Change Management, Hiring, College Recruiting, Payroll, Temporary Placement, Employee Benefits, New Hire Orientations, Screening, HR Consulting, Job Descriptions, Employer Branding, Contract Recruitment, Taleo, PeopleSoft, Recruitment Advertising, Employee Training, Career Development, Resume Writing, Employment Law
Education
Nova Southeastern University 2001 — 2003
MS
Cantor & Webb P.A. January 2011 - Present
Berkowitz Dick Pollack & Brant 2004 - February 2011
Deloitte & Touche 1989 - 2004
Deloitte Haskins & Sells 1988 - 1989
Education
New York University School of Law 1990 — 1993
LLM, Tax
American University Washington College of Law 1986 — 1989
JD, Law
Muhlenberg College 1982 — 1986
BA, Accounting/Business
Millville High School 1978 — 1982
Berkowitz Dick Pollack & Brant January 2011 - Present
SFN Group June 2010 - December 2010
Liberty Tax Service January 2010 - April 2010
Skills
Partnership Taxation, Tax Research, Corporate Tax, Income Tax, Tax Preparation, Tax Returns, Tax, International Tax, Tax Accounting, S Corporations, CPA, GAAP, Accounting, QuickBooks, US GAAP, Financial Statements, State Tax, SEC filings, Financial Reporting, Financial Accounting, GoSystems, Depreciation, Personal Income Tax..., IFRS, Fixed Assets, IRS, General Ledger, Tax Advisory, US Tax, Journal Entries, Tax Law, Account Reconciliation, Sarbanes-Oxley Act, 1120S, Individual Returns, Corporate Tax Planning, Preparation, Sales Tax, Finance
Education
Florida International University 2010 — 2011
Master's degree, Taxation, 3.76
Florida International University 2008 — 2010
Bachelor's degree, Accounting, 3.92
Miami Dade College 2006 — 2008
Associate of Science (A.S.), Accounting, 4.0
Lee Ann Walker, CPA, MST February 2012 - Present
Berkowitz Dick Pollack & Brant August 2003 - January 2012
Schneider Downs 2001 - 2003
Skills
Tax, Partnerships, Non-profits, Corporate Law, Tax Returns, CPA, Real Estate, ProSystem fx Tax, Corporate Tax, QuickBooks, Accounting, Financial Reporting, Tax Preparation, Income Tax, Property Tax, IRS, US GAAP, Partnership Taxation, Financial Statements, Tax Research, Tax Advisory, Tax Accounting, Auditing, Due Diligence, GoSystems, S Corporations
Education
Florida Atlantic University 2004 — 2007
Masters, Taxation
Duquesne University 1989 — 1992
Bachelor of Science, Accounting
Knighted Ventures August 2015 - Present
Takata Protection Systems Inc. May 2012 - August 2015
Miami Dolphins & Sun Life Stadium March 2009 - March 2013
HKG Duty Free March 2011 - May 2012
Berkowitz Dick Pollack & Brant May 2005 - March 2011
Skills
Notary Public, Employee Relations, Benefits Administration, Onboarding, Employee Benefits
Education
Capella University 2012 — 2014
BA, Human Resources Management, Magna Cum Laude
Keiser University-Ft Lauderdale 2005 — 2007
AA, Paralegal Studies
Kaufman, Rossin & Co, P.A. 1996 - Present
Kenneth M. Lancaster, PA January 1989 - September 1996
Berkowitz Dick Pollack & Brant August 1988 - December 1989
Skills
Accounting, QuickBooks, Corporate Tax, Corporate Tax Planning
Education
Florida International University 1989 — 2005
Union College 1977 — 1981
Bachelors, Latin American Studies
Hopewell Valley Central High School 1973 — 1977
H.S. Diploma
KPMG US July 2013 - Present
KPMG US October 2011 - July 2013
KPMG January 2011 - March 2011
Berkowitz Dick Pollack & Brant September 2010 - December 2010
Florida International University January 2010 - May 2010
Skills
US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Accounting, Tax, GAAP, CPA, Auditing, Corporate Tax, External Audit, Financial Accounting, Internal Controls, IFRS, Financial Reporting, Finance, Sarbanes-Oxley, Assurance, Financial Statements
Education
Florida International University - College of Business Administration 2010 — 2011
Masters, Accounting
Florida International University - College of Business Administration 2006 — 2010
Bachelor, Accounting
Levenson Katzin & Ballotta, PA July 2010 - Present
Berkowitz Dick Pollack & Brant October 2004 - July 2010
Deloitte & Touche January 2000 - October 2004
Skills
Franchising, Hospitality, Forensic Accounting, SEC reporting, Audit, IFRS, Assurance, Litigation Support, SOX, Due Diligence, Employee Benefits, Financial Reporting, Mergers, US GAAP
Education
University of Florida - Warrington College of Business Administration 1991 — 1995
BS, Finance
EY August 2011 - Present
Alvarez & Marsal Taxand August 2005 - August 2011
Berkowitz Dick Pollack & Brant January 2005 - July 2005
Skills
International Tax, Tax, Tax Research, Tax Advisory, Tax Law, Restructuring, Big 4, Joint Ventures
Education
University of Miami - School of Business 2005 — 2005
MST, Taxation
University of Miami - School of Business 2001 — 2004
BBA, Accounting, Finance
Ambrose Commercial Realty Group, Inc. August 2003 - Present
Marcum LLP June 2011 - April 2014
Berkowitz Dick Pollack & Brant January 1996 - August 2003
Skills
Financial Analysis, Bankruptcy, Receiverships, Real Estate, Real Estate Transactions, Commercial Real Estate, Public Speaking, Financial Modeling, Operations Management, Tax, Due Diligence, Litigation Support, Accounting, Mergers & Acquisitions, Litigation, Forensic Accounting, Fraud, CPA, Restructuring, Commercial Litigation, Management Consulting, Real Estate Development, Corporate Tax, Private Equity
Education
University of Miami - School of Business 1994 — 1995
M.S.T., Taxation & Business
University of Miami - School of Business 1993 — 1994
BBA, Accounting
Florida International University
University of Florida
Broward College January 2015 - Present
AVS Tax and Accounting, LLC October 2007 - Present
Berkowitz Dick Pollack & Brant July 2007 - October 2007
McCurry & Ingalls March 1997 - July 2007
Ryder Corporation January 1996 - March 1997
deloitte & Touche August 1994 - December 1995
Skills
Payroll, Account Reconciliation, Business, Analysis, Fiduciary, Tax, Accounting, QuickBooks, CPA, LLC, International Tax, Partnership Taxation, Financial Reporting, Income Tax, Corporate Tax
Education
Florida International University 1997 — 1998
Masters, Taxation
Florida State University - College of Business 1991 — 1994
Bachelor of Science, Accounting
Hi Tech Global Group July 2008 - Present
Onsiteam Advisors February 2005 - July 2008
Berkowitz Dick Pollack & Brant February 2005 - July 2008
Care Resource February 2002 - February 2005
Skills
Active Directory, Consulting, Enterprise Architecture, Information Technology, Hardware, Mergers, Microsoft Certified..., Network Security, Networking, Portals, System Administration, VMware, Windows Server, Enterprise Software, Management
Education
Nova Southeastern University 2013 — 2015
Bachelor's degree (to be obtained), Computer and Information Sciences and Support Services
The Academy of South Florida 2012 — 2012
Microsoft Certified IT Professional (MCITP), Cisco CCNA, Microsoft Certified IT Professional (MCITP), Cisco CCNA
Miami Dade College 1998 — 2000
A.S., Computer Science
Angel D Cordova & Co. August 2012 - Present
Berkowitz Pollack Brant July 2011 - July 2012
Berkowitz Dick Pollack & Brant January 2010 - June 2011
Deloitte June 2007 - August 2007
Skills
International Tax, Tax, CPA, Corporate Tax, Income Tax, US GAAP, Accounting, Tax Preparation, Financial Reporting, Tax Accounting, Tax Research, Partnership Taxation, Tax Returns, ProSystem fx Tax
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master of Professional Accounting, Taxaion
University of Miami - School of Business 2004 — 2007
BBA, Accounting & Finance
Belen Jesuit Preparatory Shool 2000 — 2004
Lodgen Lacher Golditch Sardi Saunders and Howard LLP May 2008 - Present
Berkowitz Dick Pollack & Brant August 2006 - May 2008
Skills
Accounting, Tax, CPA, Partnership Taxation, Tax Preparation, General Ledger, Income Tax, Corporate Tax, Tax Returns, ProSystem fx Tax, QuickBooks, S Corporations, Tax Research, Compilation, US Tax, High Net Worth..., Tax Accounting, GoSystems, State Tax, Personal Income Tax..., Trust Taxation, Business Tax Planning, Tax Software, Personal Tax Planning, Corporate Tax Planning, Small Business Tax, Tax Advisory, Estate Tax Planning, Tax Law
Education
University of Miami - School of Business 2005 — 2006
Masters of Science, Taxation
University of Miami - School of Business 2001 — 2005
Bachelor of Science (B.S.), Accounting
EY October 2014 - Present
Ernst & Young July 2012 - September 2014
Berkowitz Dick Pollack & Brant June 2010 - August 2010
Education
University of Miami - School of Business 2011 — 2012
Masters of Science in Taxation, Accounting
University of Miami - School of Business 2007 — 2011
BBA, Accounting
AOL August 2015 - Present
Transition May 2014 - May 2015
Freddie Mac September 2013 - April 2014
Berkowitz Pollack & Brant January 2012 - May 2013
Bean Counters Solutions August 2010 - September 2011
Crowe Horwath January 2009 - April 2009
HLB Gravier, LLP Certified Public Accountants & Consultants July 2007 - December 2007
Berkowitz Dick Pollack & Brant July 2006 - September 2006
Skills
Accounting, Auditing, Financial Statements, Accounts Payable, Assurance, US GAAP, Internal Controls, Financial Reporting, GAAP, Financial Audits, Cash Flow, Tax Accounting, Variance Analysis, Report Writing, Microsoft Office, PowerPoint, Microsoft Excel, Accounting Analysis, Audits of Employee..., Account Reconciliation, Big Data Analytics, Forecasting, Financial Analysis, Fixed Assets, Accruals, Bank Reconciliation, General Ledger, Forensic Accounting, Revenue Recognition, Journal Entries, Accounts Receivable, QuickBooks, Writing, Spanish, Internal Audit, Enterprise Risk..., Business Analysis, Business Writing, Corporate Governance, Business Process, Process Improvement, Data Modeling, Process Flow Charts, Research, Project Planning, Risk Management, Change Management
Education
Florida Atlantic University 2006 — 2008
Bachelor, Business Administration; Accounting
Berkowitz Dick Pollack & Brant January 2008 - Present
Pointe Developers, Inc. May 2006 - December 2007
Education
Miami Dade College
Associate of Arts (AA)
Miami Dade College
Associate of Science (AS), Accounting Technology/Technician and Bookkeeping
Sunteck Transport Group April 2014 - Present
Cherry Bekaert LLP October 2013 - April 2014
Berkowitz Dick Pollack & Brant September 2009 - October 2013
Berenfeld, Spritzer, Shechter & Sheer January 2007 - June 2009
Skills
Litigation Support, Valuation, Forensic Accounting, Accounting, Financial Analysis, Business Valuation, Business Analysis, Supervisory Experience, Mediation, Certified Fraud Examiner, Due Diligence, Forecasting, Tax, Financial Statements, Analysis, Auditing, Finance
Education
University of Florida - Warrington College of Business Administration 2009 — 2010
MBA
University of Miami 2004 — 2008
BBA, Finance and Management
Florida Atlantic University
Bachelor's in Business Administration, Accounting
Berkowitz Pollack Brant July 2013 - Present
Berkowitz Pollack Brant July 2010 - Present
Berkowitz Dick Pollack & Brant December 2009 - July 2010
Grant Thornton LLP June 2005 - December 2009
Skills
US GAAP, Accounting, GAAP, Auditing, Financial Reporting, Tax, CPA
Education
Florida International University 2005 — 2006
Master's Degree, Taxation
Florida International University - College of Business Administration 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Kaufman Rossin March 2015 - Present
Berkowitz Pollack Brant July 2013 - March 2015
Berkowitz Dick Pollack & Brant August 2007 - July 2013
Skills
US GAAP, QuickBooks
Education
Duke University
GetAnInvite.com January 2013 - Present
PC Doctor, LLC April 1995 - Present
Berkowitz Dick Pollack & Brant September 2004 - April 2009
The Related Group January 1993 - April 1995
Skills
Network Administration, Computer Forensics, Computer Repair, Network Design, Computer Hardware, Electronic Discovery..., Litigation Support, Disaster Recovery, Network Security, Networking, Virtualization, Security, Information Technology, Hardware, Integration, Consulting, Computer Security
Education
University of Nevada-Las Vegas - College of Business 1984 — 1990
Bachelor of Science Degree, Hotel & Restaurant Management
Pennsbury High School 1980 — 1984
HSD
Accredited Investors, Inc. August 2009 - Present
Boulay Heutmaker Zibell & Co., PLLP January 2007 - April 2009
Wade Financial Group September 2003 - January 2007
Boulay Heutmaker Zibell & Co., PLLP January 2002 - September 2003
Berkowitz Dick Pollack & Brant 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Estate Planning, Tax, Portfolio Management, Retirement, Investments, Asset Management, Mutual Funds, Financial Advisory, Financial Planners, Cash Flow
Education
Iowa State University - College of Business 1990 — 1995
BS, Accounting, Finanance
Rick Ruz PLLC October 2014 - Present
JBR PA October 2014 - Present
Berkowitz Dick Pollack & Brant February 2012 - October 2014
Aballi Milne Kalil P.A. May 2011 - February 2012
Deloitte Tax LLP September 2007 - May 2011
Skills
International Tax, Tax, Tax Research, Corporate Tax, Income Tax, Tax Accounting, Tax Law, FIN 48, Trusts, Partnership Taxation, High Net Worth..., Tax Preparation, International Tax...
Education
Georgetown University Law Center 2004 — 2007
J.D., Law
University of Florida 1999 — 2003
B.S., Accounting
Carrollton 1995 — 1999
Mount Sinai Medical Center June 2009 - Present
Lennar 2005 - 2009
AutoNation 2003 - 2005
Ernst & Young 2001 - 2003
Berkowitz Dick Pollack & Brant 1996 - 2001
Bustamante Nunez & Manrara 1994 - 1996
Skills
Internal Controls, Internal Audit, Accounting, Auditing, Audit Committee, Risk Assessment, Special Projects, Accounting Policy, US GAAP, Financial Reporting, Operational Reviews, Compliance, Sarbanes-Oxley Act, External Audit, Process Improvement, Financial Statements, Corporate Governance, Sarbanes-Oxley, GAAP, Policy, Financial Analysis
Education
Florida International University - College of Business 1991 — 1994
Master, Accounting
Florida International University - College of Business 1989 — 1991
Bachelor, Accounting
Terra World Trade, LLC April 2013 - Present
Puppy Pimps Animal Rescue Inc. June 2010 - Present
Tiffany Construction, Inc. April 2010 - Present
Bean Counters Bookkeeping Solutions, LLC January 2009 - September 2014
Forensic Accounting Solutions, LLC 2008 - 2011
Morrison Brown Argiz and Farra 2007 - 2008
Berkowitz Dick Pollack & Brant 2004 - 2006
Rachlin LLP 2002 - 2004
Skills
CPA, Accounting, QuickBooks, Financial Analysis, Internal Controls, Financial Reporting, Management Consulting, Start-up Consulting, Bookkeeping, Forensic Accounting, Litigation Support, Litigation Consulting, Automotive, Non-profits, Motorsports, Retail, Nonprofits
Education
Florida Atlantic University 1996 — 2003
MBA
CelesTech, Inc. June 2014 - Present
Rutgers University August 2011 - May 2012
Ridgeview Middle School November 2007 - June 2008
AT&T October 1995 - November 2007
Alexander & Kessler, LLC January 2005 - October 2007
Berkowitz Dick Pollack & Brant January 1994 - October 1995
Arthur Andersen July 1992 - January 1994
Skills
Tax, CPA, Accounting, Financial Analysis, QuickBooks, Spanish-speaking, Account Reconciliation, Financial Statements, General Ledger, Financial Accounting, Bookkeeping
Education
University of Florida 1991 — 1992
Master's degree, Accounting, Specialization in Taxation
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Accounting
Berkowitz Dick Pollack & Brant January 2011 - Present
Coastal LLC 2010 - 2011
Coastal LLC 2010 - 2011
Coastal LLC 2010 - 2011
Coastal LLC 2010 - 2011
Coastal LLC 2010 - 2011
Education
Florida Atlantic University 2011 — 2012
Ms. Accounting, Accounting
Florida Atlantic University 2009 — 2010
BS Accounting, Accounting
Empire Development Company 2005 - Present
Berkowitz Dick Pollack & Brant January 2002 - April 2004
Visa International May 1998 - December 2001
Skills
New Home Construction, Real Estate, Financial Reporting, Accounting, Financial Analysis, Construction, Renovation, QuickBooks, Contract Negotiation, Construction Accounting, Finance, Payroll, Corporate Tax, Accounts Receivable, Tax Research, Tax Accounting, Small Business, Invoicing, Tax Returns, GAAP, Income Tax, Tax, Budgets, Customer Service, Auditing, Credit, Commercial Real Estate, Financial Statements, Peachtree, Financial Accounting, Account Reconciliation, CPA, Strategic Financial..., General Ledger, US GAAP, Accounts Payable, Tax Preparation, Real Estate Development, Forecasting, Cash Flow, International Tax
Education
University of Miami - School of Business 1999 — 2001
MBA, Finance & Accounting
Florida International University 1993 — 1998
Accounting & Business Administration
Craig Friedman, CPA, PA May 2014 - Present
Berkowitz Pollack Brant February 2014 - April 2014
Taking a well deserved break :) October 2012 - January 2014
Berkowitz Pollack Brant October 2008 - October 2012
Berkowitz Dick Pollack & Brant September 2008 - March 2012
Berkowitz Dick Pollack & Brant November 1999 - July 2008
Morrison Brown Argiz & Co December 1992 - October 1999
Education
Florida International University - College of Business 1992 — 1992
Masters, Accounting
State University of New York College at Oswego 1987 — 1989
BS, Accounting
Rutgers University-New Brunswick 1985 — 1987
Accounting
PwC November 2011 - Present
Berkowitz Dick Pollack & Brant May 2010 - November 2011
Berkowitz Dick Pollack & Brant January 2010 - May 2010
21st Mortgage May 2004 - August 2009
Skills
US GAAP, GAAP, Accounting, Financial Reporting, CPA, SEC filings, Auditing, Internal Controls, Financial Accounting, Assurance, Big 4, External Audit, Financial Statements, SEC Filings, Sarbanes-Oxley Act
Education
Florida International University - College of Business 2009 — 2010
Master's, Accounting
Haslam College of Business at the University of Tennessee 2001 — 2005
Bachelor's, Accounting
Broadwall Management August 2013 - Present
Shanholt Glassman Klein Kramer & Co. CPA November 2009 - January 2013
Lexington Realty Trust January 2008 - June 2009
Deloitte Tax LLp 2006 - 2008
Yohalem Gillman LLP 1999 - 2004
Berkowitz Dick Pollack & Brant August 1997 - December 1998
Gerson Preston Robinson LLP December 1995 - August 1997
Skills
Accounting, Tax Compliance, Tax, Financial Reporting, Bookkeeping, CPA, Tax Accounting, Tax Law, US GAAP, Income Tax, Auditing, GAAP, Partnership Taxation, Tax Preparation
Education
Emory University - Goizueta Business School 1988 — 1990
MBA
University of Miami 1984 — 1988
BS
KW Property Management January 2006 - Present
Berkowitz Dick Pollack & Brant January 1999 - December 2005
Skills
Accounting, Audit, Auditing, Quickbooks, Real Estate, Management Consulting, US GAAP, Accounts Payable, Forensic Accounting, QuickBooks, Tax, Strategic Planning, Association Management, Budgets, Property Management, Contract Management, CPA, Finance, Financial Analysis, Financial Reporting, Time Management, Small Business, Team Building, Accounts Receivable
Education
Florida International University 1994 — 1999
Master's degree, Accounting and Finance
University of Florida 1992 — 1993
Hoffman & Eells CPAs, P.C.(formerly Dragon Benware CPAs P.C.) July 2012 - Present
Citrin Cooperman & Company, LLP September 2007 - June 2012
Berkowitz Dick Pollack & Brant January 2005 - August 2007
Skills
GAAP, Internal Controls, Auditing, Tax, Financial Reporting, Corporate Tax, Tax Preparation, US GAAP, QuickBooks
Education
University of Miami - School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Stamford Central School 1988 — 2001
Miami Dade College January 2010 - Present
Miami-Dade County March 2008 - December 2009
Berkowitz Dick Pollack & Brant January 2006 - May 2007
Education
Florida International University
Masters In Accounting, Accounting
Florida International University
Bachelor's degree, Accounting
Gerald L. Mayerhoff, CPA, PFS April 2007 - Present
Touro College September 2012 - January 2015
Berkovits & Company, LLP 2005 - 2007
Tyman, Caruso and Gross 2005 - 2005
American Express 2004 - 2005
Mallah Furman 2003 - 2004
Berkowitz Dick Pollack & Brant 2002 - 2003
J.H. Cohn LLP 1999 - 2002
Berdon LLP May 1988 - December 1999
Anchin, Block & Anchin LLP 1987 - 1988
Skills
Tax Preparation, Tax, CPA, Trusts, Accounting, Financial Planners, Tax Accounting, High Net Worth..., Internal Audit, Income Tax, S Corporations, Cash Flow, IRS, Strategic Financial..., Financial Accounting, Payroll, Corporate Governance, Auditing, QuickBooks, Tax Law, Mergers & Acquisitions, Tax Advisory, US GAAP, Financial Statements, Cost Accounting, Partnership Taxation, Corporate Tax, Nonprofits, Business, Account Reconciliation, Bankruptcy, Estate Planning, Tax Returns, Sales Tax, LLC, Preparation, GAAP, International Tax, Financial Analysis, Internal Controls, Business Valuation, Bookkeeping, Financial Reporting, Small Business, Finance, General Ledger, Due Diligence, Financial Planning, Taxation of Trusts, SEC filings
Education
Pace University - Lubin School of Business 1991 — 1995
MST, Taxation
City University of New York-Queens College 1978 — 1982
Bachelor of Arts (B.A.), Accounting and Sociology
Yeshiva University 1974 — 1978
HS diploma, Secular and religious studies
Peninsular Electric Distributors May 2012 - Present
Berkowitz Dick Pollack & Brant January 2012 - May 2012
Templeton & Company January 2009 - January 2012
Education
The Johns Hopkins University 1992 — 1996
Topping, Kessler & Co. July 2010 - Present
Berkowitz Dick Pollack & Brant September 2004 - April 2009
Berkowitz Dick Pollack & Brant, Certified Public Accountants & Consultants, LLP 2004 - April 2009
Ralph Maya & Company January 2004 - September 2004
Arty, Cohn, & Feuer January 2002 - December 2003
Skills
Microsoft Office, Income Tax, Microsoft Excel, CPA, Corporate Tax, Tax Preparation, Tax, Estate Tax Planning, Tax Accounting, Partnership Taxation, S Corporations, ProSystem fx Tax, Tax Returns
Education
University of Florida - Warrington College Of Business 1997 — 2002
master of taxation, Taxation
Constant Energy Capital September 2015 - Present
University of New Hampshire's Rines Angel Fund September 2015 - Present
SideXSide, Inc. October 2014 - Present
LexMar Global Inc October 2014 - Present
VC CFO Services LLC August 2014 - Present
Small Enterprise Growth Fund May 2011 - Present
Maine Venture Fund May 2011 - Present
North Atlantic Capital Corporation November 1997 - August 2014
Lopez Levi & Associates, P.A. June 1996 - September 1997
Berkowitz Dick Pollack & Brant January 1991 - May 1996
Skills
Valuation, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Due Diligence, Alternative Investments, Portfolio Management, Finance, Corporate Development, Managerial Finance, Cash Management, Financial Reporting, US GAAP, Internal Controls, Revenue Recognition, Financial Accounting, Venture Capital, Investments, Corporate Finance
Education
University of New Hampshire 1985 — 1989
BS, Business Administration
Universal American Mortgage Company, LLC (a Lennar Financial Services Company) October 2005 - Present
Ryder Systems, Inc. 2002 - 2005
E&Y 1999 - 2002
Berkowitz Dick Pollack & Brant 1999 - 2000
Skills
Treasury Management, Due Diligence, Cash Management, SEC filings, Auditing, Corporate Finance, Accounting, Forecasting, Tax, Treasury, CPA, Finance, Internal Audit, Internal Controls, SEC Filings, US GAAP, Risk Management
Education
University of Miami
Accounting
Berkowitz Dick Pollack & Brant August 2006 - Present
KPMG 2001 - 2006
Skills
CPA, Tax, Real Estate, S Corporations, Tax Advisory, Property Tax, Financial Modeling, Financial Planners, Due Diligence, FIN 48, Leadership, Financial Reporting, Tax Research, Partnership Taxation, Corporate Tax, International Tax, Tax Accounting
Education
Florida International University - College of Business 1996 — 2000
Bachelor
Florida International University-Honors College 1996 — 2000
Bachelor
Florida International University - Executive Master of Science in Taxation
Master of Science in Taxation
Habif, Arogeti & Wynne,LLP September 2011 - Present
Berkowitz Dick Pollack & Brant November 2009 - September 2011
Emory University January 2006 - May 2009
Gerstle, Rosen, Goldenberg C.P.A. May 2008 - August 2008
Dentalplans.com June 2007 - August 2007
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Accounting/Finance
FleetCor July 2010 - Present
Silva & Associates June 2008 - August 2009
Berkowitz Dick Pollack & Brant November 2003 - April 2007
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, US GAAP, Variance Analysis, Auditing, QuickBooks, GAAP, Financial Accounting, Accounts Receivable
Education
New Jersey City University 1995 — 2001
BS, Accounting
International Network Solutions 2009 - Present
INTERNATIONAL OIL TRADING COMPANY 2006 - Present
Mallah Furman 2002 - 2006
Kaufman, Rossin & Co. 2000 - 2002
Berkowitz Dick Pollack & Brant 1993 - 1998
Skills
Financial Reporting, Accounting, Strategic Planning, Tax, CPA, Forensic Accounting, Auditing, Mergers & Acquisitions, Insurance, QuickBooks, Cash Flow, Litigation, Due Diligence, Business Valuation, Tax Preparation, Corporate Tax, Litigation Support, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Tax Accounting, New Business Development, International Tax, Leadership, Financial Modeling, Contract Negotiation
Education
University of Miami 1992 — 1993
MASTERS, TAXATION
University of Miami 1988 — 1991
BBA, ACCOUNTING
Dr. Basil Mangra 2008 - 2012
Berkowitz Dick Pollack & Brant 2003 - 2006
SunTrust Bank 1993 - 1999
Skills
Banking, Investment Banking, Telecommunications, Human Resources, Account Management, Accounting, Accounts Payable, Accounts Receivable, Office Management, Assisting Executives, Executive..., Personal Financial..., Investment Management, Front to Back Office, Mortgage Lending, Mortgage Banking, Commercial Banking, Personal Banking, Consumer Lending, Consumer Products, Mortgage Servicing, Financial Planners, Administrative..., Production Assistance, Technical Assistance, Microsoft Excel, Microsoft Word, Lotus 123, Organizational..., Securities Market, Superior Client Service, Private Client Services, DOS, Wordperfect, Word Processing, Data Entry, Dbase, Wang, Accounting Applications, Customer Service, Financial Reporting, Medical Billing, Medical Terminology, Medical Records, Medical Devices, Laboratory Medicine, Internal Medicine, Calendaring, File Management, Copying
Education
Broward Community College 1993 — 1997
Business Administration and Management, General
Montgomery Blair 1987 — 1991
Berkowitz Dick Pollack & Brant November 2007 - Present
VTDC Finance June 2001 - October 2007
Blue and Co January 1994 - May 2001
Holtz Rubenstein Reminick February 1987 - December 1993
Skills
Finance, Financial Analysis, Accounting, Financial Accounting, Cost Accounting
Education
Jacksonville State University 1982 — 1984
Master's Degree, Accounting and Finance