Broadscope Fund Administrators

Description

Address: 160 Federal St suite 1302, Boston, MA 02110: : Hours: : Category: : Phone: Place name: : : Website: Website: http://www.broadscopefa.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Broadscope Fund Administrators Posting publicly on the Web Write a review Reviews Be the first to review

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Broadscope Fund Administrators Employees

Employee
Years
Job
Industry
Frank J Palmeri Frank J Palmeri Greater New York City Area Details
Frank J Palmeri's Broadscope Fund Administrators Experience October 2011 - Present
Job Founder & Managing Member of Broadscope Fund Administrators
Industry Financial Services
Experience
Broadscope Fund Administrators   October 2011 - Present
State Street  2007 - 2009
Palmeri Fund Administrators  1991 - 2009
Merrill Lynch  July 1980 - June 1991
EY  June 1977 - July 1980

Skills
Private Equity, Fund Of Funds, Alternative Investments, Fund Administration, Venture Capital, LBO, Executive Management, Valuation, Mutual Funds, Due Diligence, Corporate Development, Equities, Asset Management, Fund Accounting, Auditing, Management, Mergers & Acquisitions

Education
NYU Stern School of Business   1982 — 1986
MBA, Marketing and Finance

University of Dayton   1973 — 1977
Bachelor of Science, Accounting, Finance

Scott Markowitz Scott Markowitz Greater New York City Area Details
Scott Markowitz's Broadscope Fund Administrators Experience March 2013 - Present
Job Staff Accountant at Broadscope Fund Administrators, LLC
Industry Accounting
Experience
Broadscope Fund Administrators   March 2013 - Present
Aaron Schwinger CPA   September 2011 - March 2013
Aaron Schwinger   April 2011 - March 2013

Skills
Accounting, Tax, QuickBooks, Financial Reporting, Tax Preparation, Income Tax, General Ledger, Financial Accounting, Account Reconciliation, Bookkeeping, Auditing, Lacerte, Microsoft Excel, Private Equity, Financial Statements

Education
Ramapo College of New Jersey   2010 — 2012
Bachelor of Science (B.S.), Accounting

Passaic County Community College   2007 — 2009
Associate of Science (A.S), Business Administration, Accounting, Marketing, and Management

Julianna I'Dabole Julianna I'Dabole Paramus, New Jersey Details
Julianna I'Dabole's Broadscope Fund Administrators Experience July 2015 - Present
Job Staff Accountant II at Broadscope Fund Administrators
Industry Accounting
Experience
Broadscope Fund Administrators   July 2015 - Present
Broadscope Fund Administrators   March 2013 - June 2015
WFNY I LLC   August 2011 - March 2013
Paterson Chiropractic Center   July 2008 - August 2011

Skills
Accounts Payable, Budgets, Invoicing, Account Reconciliation, Forecasting, Financial Statements, Management, Microsoft Excel, Microsoft Office, Bank Reconciliation, Accruals, Accounting, Financial Reporting, Financial Analysis, Internal Controls

Education
William Paterson University of New Jersey   2007 — 2011
Bachelor of Science (B.S.), Accounting

Ramapo College of New Jersey   2004 — 2007

Robert Czesak Robert Czesak Greater New York City Area Details
Robert Czesak's Broadscope Fund Administrators Experience September 2015 - Present
Job Accounting Director at Broadscope Fund Administrators
Industry Financial Services
Experience
Broadscope Fund Administrators   September 2015 - Present
SS&C Technologies  July 2008 - August 2015
Credit Suisse  February 2005 - May 2008
Northport   April 2003 - February 2005

Skills
Financial Reporting, Accounting, Fund Accounting, Reconciliation, General Ledger, US GAAP, IFRS, Private Equity, Hedge Funds, Royalties, Loans, Budgeting

Education
The College of New Jersey   1999 — 2003
BS, Finance

Robert Aufenanger Robert Aufenanger Greater New York City Area Details
Robert Aufenanger's Broadscope Fund Administrators Experience April 2012 - Present
Job Founder & Managing Member
Industry Financial Services
Experience
Broadscope Fund Administrators   April 2012 - Present
UBS  2007 - April 2012
U.S. Trust   2003 - 2007
ICON InvestmentsCFO responsible for   1999 - 2002
Merrill Lynch  1986 - 1998
Merrill Lynch  1980 - 1985
EY  1975 - 1980

Skills
CPA, Income Tax, SEC compliance, Private Equity, Investor Relations, Alternative Investments, Hedge Funds, Asset Management, Asset Managment, Fund Administration, SEC, Financial Modeling, Financial Services, Start-ups, Asset Allocation, Goal-driven leader, FASB, Risk Management, Portfolio Management, Financial Reporting, Cash Management, Investments, Financial Analysis, Mutual Funds, Finance, Valuation, Capital Markets, Accounting, Strategic Financial..., Due Diligence, Funding, Corporate Finance, Investment Banking, Investment Management, Equities, Auditing, Fund Of Funds, Executive Management, Securities, Tax, Venture Capital, Wealth Management, SEC filings, Private Placements, SEC Filings, Financial Planning

Education
Saint John's University - Peter J. Tobin College of Business   1971 — 1975
BS in Accounting, Accounting

Christ the King HS   1967 — 1971

Kevin C O'Neill Kevin C O'Neill Greater New York City Area Details
Kevin C O'Neill's Broadscope Fund Administrators Experience September 2011 - Present
Job Founder & Managing Member of Broadscope Fund Administrators
Industry Financial Services
Experience
Broadscope Fund Administrators   September 2011 - Present
State Street  April 2007 - September 2011
Palmeri Fund Administrators  January 1998 - April 2007
Sequa Capital Corporation   March 1990 - April 1993
Sequa Corporation  June 1987 - March 1990
Arthur Andersen  1979 - 1987

Skills
Alternative Investments, Private Equity, Venture Capital, Real Estate, Fund Of Funds, Fund Administration, Valuation, Financial Reporting, Accounting, Tax Accounting, Asset Management, Due Diligence, Investments, Equities, Hedge Funds, Mergers & Acquisitions, Fund Accounting, Investment Management, Investor Relations

Education
Georgetown University   1975 — 1979
BS, Accounting

Lawrence Lucero Lawrence Lucero United States Details
Lawrence Lucero's Broadscope Fund Administrators Experience January 2013 - Present
Job Accounting Supervisor at Broadscope Fund Administrators
Industry Financial Services
Experience
Broadscope Fund Administrators   January 2013 - Present
State Street  August 2005 - December 2012

Skills
Fund Accounting, Bloomberg, Equities, Hedge Funds, Fixed Income, Fund Administration, Accounting, Finance, Financial Reporting, Private Equity, Microsoft Excel, Financial Analysis, Financial Modeling, Alternative Investments, Investments

Education
Rutgers, The State University of New Jersey-Newark   2001 — 2005
Bachelor's degree, Accounting

Tara Gillespie Tara Gillespie Greater New York City Area Details
Tara Gillespie's Broadscope Fund Administrators Experience November 2014 - Present
Job Staff Accountant at Broadscope Fund Administrators
Industry Accounting
Experience
Broadscope Fund Administrators   November 2014 - Present
Gillespie and Associates   March 2012 - May 2013
Robert Wood Johnson Foundation  June 2012 - July 2012
Shoplet.com  October 2011 - February 2012
OKAY!! OKAY!!   January 2011 - May 2011

Skills
Microsoft Office, Accounting, Microsoft Excel, QuickBooks, PowerPoint, WordPress, Social Media, Marketing, Google Analytics, Email Marketing, Social Media Marketing, Blogging, Google Adwords, Online Advertising, Search Engine Marketing, Pay Per Click

Education
Rutgers Business School   2013 — 2014
Master of Business Administration (MBA), Accounting

University of Vermont   2007 — 2011
B.S. in Business Administration, Marketing

Richmond, The American International University in London   2010 — 2010
Marketing and International Business

Yissel Garcia Yissel Garcia Paramus, New Jersey Details
Yissel Garcia's Broadscope Fund Administrators Experience May 2013 - Present
Job Office Administrator
Industry Financial Services
Experience
Broadscope Fund Administrators   May 2013 - Present
Keller Williams Realty  2007 - 2012

Education
New Jersey City University
Business Administration/ Accounting