Carlin, Charron & Rosen, LLP
Description
Address: 446 Main St, Worcester, MA 01608Category: : Website: : : : Phone: : : Place name: Hours: Category: Accountant 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. · Own this business?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. Add website 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 Carlin Charron & Rosen LLP Posting publicly on the Web Write a review Reviews Be the first to review
Carlin, Charron & Rosen, LLP List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Carlin, Charron & Rosen, LLP. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Carlin, Charron & Rosen, LLP Salaries. You can even request information on how much does Carlin, Charron & Rosen, LLP pay if you want to. Learn about salaries, pros and cons of working for Carlin, Charron & Rosen, LLP directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 Carlin, Charron & Rosen, LLP employees in database. Find out everything there's to know about Carlin, Charron & Rosen, LLP employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Carlin, Charron & Rosen, LLP Employees
Employee
Years
Job
Industry
Cassandra Camp Cassandra Camp's Carlin, Charron & Rosen, LLP Experience December 1996 - September 2007
Job QC Expert for Audit, Accounting & Financial Reporting
Industry Accounting
Experience
Jo Ann Howard & Associates, P.C. October 2013 - Present
Cassandra Camp, CPA September 2011 - Present
AICPA - Professional Ethics Executive Committee October 2010 - September 2013
Rodman & Rodman CPAs October 2011 - July 2012
Holtz Rubenstein Reminick LLP January 2009 - September 2011
UHY LLP November 2007 - September 2008
Carlin, Charron & Rosen, LLP December 1996 - September 2007
CCR LLP 1997 - 2007
Jones, Camp & Associates LLP October 1987 - November 1996
Teradyne 1984 - 1986
Skills
Non-profits, Accounting, Nonprofits, Financial Reporting, Manufacturing, Tax, Auditing, Retail, CPA, Sarbanes-Oxley Act, SEC filings, GAAP, Internal Controls, Financial Accounting, QuickBooks, US GAAP, Analysis, Financial Analysis, Cost Accounting, Assurance, Corporate Tax, Financial Statements, SEC Filings
Education
University of Texas at Arlington 1974 — 1976
Masters, Public Accountancy
The University of Texas at Arlington 1969 — 1974
BBA, Accounting
Jo Ann Howard & Associates, P.C. October 2013 - Present
Cassandra Camp, CPA September 2011 - Present
AICPA - Professional Ethics Executive Committee October 2010 - September 2013
Rodman & Rodman CPAs October 2011 - July 2012
Holtz Rubenstein Reminick LLP January 2009 - September 2011
UHY LLP November 2007 - September 2008
Carlin, Charron & Rosen, LLP December 1996 - September 2007
CCR LLP 1997 - 2007
Jones, Camp & Associates LLP October 1987 - November 1996
Teradyne 1984 - 1986
Skills
Non-profits, Accounting, Nonprofits, Financial Reporting, Manufacturing, Tax, Auditing, Retail, CPA, Sarbanes-Oxley Act, SEC filings, GAAP, Internal Controls, Financial Accounting, QuickBooks, US GAAP, Analysis, Financial Analysis, Cost Accounting, Assurance, Corporate Tax, Financial Statements, SEC Filings
Education
University of Texas at Arlington 1974 — 1976
Masters, Public Accountancy
The University of Texas at Arlington 1969 — 1974
BBA, Accounting
Erin MacGuire, CPA Erin MacGuire, CPA's Carlin, Charron & Rosen, LLP Experience 1997 - 2000
Job Controller
Industry Accounting
Experience
vcfo November 2011 - January 2015
MacBooks 2006 - 2011
Hale and Dorr LLP 2000 - 2002
Carlin, Charron & Rosen, LLP 1997 - 2000
NewCorr Packaging 1995 - 1997
McLaughlin Research Corporation 1990 - 1993
Skills
QuickBooks, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, GAAP, Internal Controls, US GAAP, Auditing, Budgets, Managerial Finance, Forecasting, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MSA, Accounting
Merrimack College 1986 — 1990
BSEE, Electrical Engineering
vcfo November 2011 - January 2015
MacBooks 2006 - 2011
Hale and Dorr LLP 2000 - 2002
Carlin, Charron & Rosen, LLP 1997 - 2000
NewCorr Packaging 1995 - 1997
McLaughlin Research Corporation 1990 - 1993
Skills
QuickBooks, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, GAAP, Internal Controls, US GAAP, Auditing, Budgets, Managerial Finance, Forecasting, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MSA, Accounting
Merrimack College 1986 — 1990
BSEE, Electrical Engineering
Prasanna G. Kidambi, CPA, MBA Prasanna G. Kidambi, CPA, MBA's Carlin, Charron & Rosen, LLP Experience 2002 - 2005
Job FSO Tax at EY
Industry Accounting
Experience
EY June 2015 - Present
Stowe & Degon August 2013 - May 2015
PricewaterhouseCoopers January 2011 - July 2013
Gordon Brothers Group November 2009 - December 2010
The Siegfried Group, LLP September 2005 - November 2009
Carlin, Charron & Rosen, LLP 2002 - 2005
Skills
Accounting, Auditing, Financial Reporting, Tax, Internal Audit, Finance, CPA, Investments, Restructuring, Team Leadership, Business Valuation, Income Tax, US GAAP
Education
Clark University 2000 — 2002
MBA, Finance
University of Mumbai 1996 — 1999
Bcom, Accounting
EY June 2015 - Present
Stowe & Degon August 2013 - May 2015
PricewaterhouseCoopers January 2011 - July 2013
Gordon Brothers Group November 2009 - December 2010
The Siegfried Group, LLP September 2005 - November 2009
Carlin, Charron & Rosen, LLP 2002 - 2005
Skills
Accounting, Auditing, Financial Reporting, Tax, Internal Audit, Finance, CPA, Investments, Restructuring, Team Leadership, Business Valuation, Income Tax, US GAAP
Education
Clark University 2000 — 2002
MBA, Finance
University of Mumbai 1996 — 1999
Bcom, Accounting
Timothy D. Leland Timothy D. Leland's Carlin, Charron & Rosen, LLP Experience January 2002 - December 2004
Job Private Equity and Investment Banking Professional
Industry Venture Capital & Private Equity
Experience
Twain Financial Partners August 2014 - May 2015
TGP Investments, L.L.C. January 2011 - March 2014
First National Investment Banking January 2009 - July 2010
Stonebridge Associates, LLC March 2005 - August 2008
Carlin, Charron & Rosen, LLP January 2002 - December 2004
Adams Harkness June 1998 - August 2001
NationsBank NA July 1996 - June 1998
Skills
Capital Raising, Mergers, Business Development, Corporate Finance, Private Placements, M&A experience, Mergers & Acquisitions, Buyouts, New Business Development, Business Strategy, Business Planning, Capital, Growth Capital, Strategy, Venture Capital, Start-ups, Corporate Development, Private Equity, Acquisitions, Management, LBO, Investments, Equities, Portfolio Management, Financial Modeling, Business Valuation, Valuation, Executive Management, Due Diligence, Deal Sourcing, Leveraged Finance, Restructuring, Investment Banking, Divestitures, Mezzanine, Middle Market, Financial Structuring, IPO, Funding, Capital Structure, Investor Relations, Deal Execution, Acquisition Integration, Emerging Markets, Angel Investing, M&A execution, Debt Restructuring, Venture Financing, Sell Side, Exit Strategies
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance; Strategy
Bowdoin College 1985 — 1989
Bachelor of Arts, English; Government (Double Major)
Twain Financial Partners August 2014 - May 2015
TGP Investments, L.L.C. January 2011 - March 2014
First National Investment Banking January 2009 - July 2010
Stonebridge Associates, LLC March 2005 - August 2008
Carlin, Charron & Rosen, LLP January 2002 - December 2004
Adams Harkness June 1998 - August 2001
NationsBank NA July 1996 - June 1998
Skills
Capital Raising, Mergers, Business Development, Corporate Finance, Private Placements, M&A experience, Mergers & Acquisitions, Buyouts, New Business Development, Business Strategy, Business Planning, Capital, Growth Capital, Strategy, Venture Capital, Start-ups, Corporate Development, Private Equity, Acquisitions, Management, LBO, Investments, Equities, Portfolio Management, Financial Modeling, Business Valuation, Valuation, Executive Management, Due Diligence, Deal Sourcing, Leveraged Finance, Restructuring, Investment Banking, Divestitures, Mezzanine, Middle Market, Financial Structuring, IPO, Funding, Capital Structure, Investor Relations, Deal Execution, Acquisition Integration, Emerging Markets, Angel Investing, M&A execution, Debt Restructuring, Venture Financing, Sell Side, Exit Strategies
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance; Strategy
Bowdoin College 1985 — 1989
Bachelor of Arts, English; Government (Double Major)
Jennifer Brezniak, CPA, MBA Jennifer Brezniak, CPA, MBA's Carlin, Charron & Rosen, LLP Experience August 2005 - December 2005
Job Tax Manager at Alere, Inc.
Industry Accounting
Experience
Alere Inc. November 2014 - Present
Alere, Inc. November 2013 - November 2014
Braver PC December 2012 - November 2013
Grant Thornton LLP December 2011 - December 2012
CCR LLP January 2006 - November 2011
Carlin, Charron & Rosen, LLP August 2005 - December 2005
Carlin, Charron & Rosen, LLP August 2004 - August 2005
Webster Five Cents Savings Bank May 2001 - August 2004
Tatnuck Bookseller & Son, Inc. May 2000 - May 2001
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. February 2000 - April 2000
Skills
Tax Preparation, Tax Accounting, Corporate Tax, Income Tax, Accounting, Tax, GAAP, CPA, US GAAP, Tax Research, Partnership Taxation, Tax Returns, Internal Controls, SEC filings, Accounts Receivable, SEC Filings
Education
Assumption College 2004 — 2006
MBA, Accounting Concentration, 4.00
Assumption College 2002 — 2004
CPA Track Certificate, Accounting, 4.00
Clark University 1995 — 1999
B.A., Management, Economics, 3.91
Alere Inc. November 2014 - Present
Alere, Inc. November 2013 - November 2014
Braver PC December 2012 - November 2013
Grant Thornton LLP December 2011 - December 2012
CCR LLP January 2006 - November 2011
Carlin, Charron & Rosen, LLP August 2005 - December 2005
Carlin, Charron & Rosen, LLP August 2004 - August 2005
Webster Five Cents Savings Bank May 2001 - August 2004
Tatnuck Bookseller & Son, Inc. May 2000 - May 2001
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. February 2000 - April 2000
Skills
Tax Preparation, Tax Accounting, Corporate Tax, Income Tax, Accounting, Tax, GAAP, CPA, US GAAP, Tax Research, Partnership Taxation, Tax Returns, Internal Controls, SEC filings, Accounts Receivable, SEC Filings
Education
Assumption College 2004 — 2006
MBA, Accounting Concentration, 4.00
Assumption College 2002 — 2004
CPA Track Certificate, Accounting, 4.00
Clark University 1995 — 1999
B.A., Management, Economics, 3.91
Pamela Gainer Pamela Gainer's Carlin, Charron & Rosen, LLP Experience 1998 - 1999
Job Accountant
Industry Leisure, Travel & Tourism
Experience
Fuzz Productions August 2012 - January 2013
Santa's Village, Inc. 2003 - February 2012
Santa's Village, Inc. 2001 - 2003
Brown & Brown, LLP 1999 - 2001
Carlin, Charron & Rosen, LLP 1998 - 1999
Skills
Financial Reporting, Accounting, Internal Controls, GAAP, Financial Accounting, Tax, Revenue Recognition, General Ledger, Financial Analysis, QuickBooks, Tax Preparation, Financial Statements, Income Tax, Variance Analysis, Managerial Finance, Account Reconciliation
Education
Bentley University 1995 — 1998
BS, Accountancy
University of Vermont 1994 — 1995
School of Business
Fuzz Productions August 2012 - January 2013
Santa's Village, Inc. 2003 - February 2012
Santa's Village, Inc. 2001 - 2003
Brown & Brown, LLP 1999 - 2001
Carlin, Charron & Rosen, LLP 1998 - 1999
Skills
Financial Reporting, Accounting, Internal Controls, GAAP, Financial Accounting, Tax, Revenue Recognition, General Ledger, Financial Analysis, QuickBooks, Tax Preparation, Financial Statements, Income Tax, Variance Analysis, Managerial Finance, Account Reconciliation
Education
Bentley University 1995 — 1998
BS, Accountancy
University of Vermont 1994 — 1995
School of Business
Michael Carlson CPA Michael Carlson CPA's Carlin, Charron & Rosen, LLP Experience 1994 - 1996
Job Principal at Jacobs, Velella & Kerr, PC
Industry Accounting
Experience
Jacobs, Velella & Kerr, PC March 2009 - Present
BNI 2014 - 2014
BNI 2014 - 2014
BNI 2014 - 2014
MMAS 2012 - 2013
Michael E. Carlson, CPA PC May 2008 - March 2009
Jacobs, Velella & Kerr, PC September 1996 - May 2008
Carlin, Charron & Rosen, LLP 1994 - 1996
Skills
SEC filings, Auditing, Income Tax, Tax, Financial Reporting, CPA, Accounting, Tax Preparation, Cash Flow, Sarbanes-Oxley Act, Revenue Recognition, Financial Accounting, GAAP, US GAAP, QuickBooks, General Ledger, Corporate Tax, Internal Controls, Due Diligence, Tax Accounting, Partnership Taxation, Financial Statements, Financial Audits, Financial Analysis, Cost Accounting, Business Valuation, Variance Analysis
Education
Saint Bonaventure University 1988 — 1992
BBA, Accounting
Jacobs, Velella & Kerr, PC March 2009 - Present
BNI 2014 - 2014
BNI 2014 - 2014
BNI 2014 - 2014
MMAS 2012 - 2013
Michael E. Carlson, CPA PC May 2008 - March 2009
Jacobs, Velella & Kerr, PC September 1996 - May 2008
Carlin, Charron & Rosen, LLP 1994 - 1996
Skills
SEC filings, Auditing, Income Tax, Tax, Financial Reporting, CPA, Accounting, Tax Preparation, Cash Flow, Sarbanes-Oxley Act, Revenue Recognition, Financial Accounting, GAAP, US GAAP, QuickBooks, General Ledger, Corporate Tax, Internal Controls, Due Diligence, Tax Accounting, Partnership Taxation, Financial Statements, Financial Audits, Financial Analysis, Cost Accounting, Business Valuation, Variance Analysis
Education
Saint Bonaventure University 1988 — 1992
BBA, Accounting
Barbara Chiuve Barbara Chiuve's Carlin, Charron & Rosen, LLP Experience April 2002 - January 2003
Job Office Administrator at Pepper Hamilton LLP
Industry Law Practice
Experience
Pepper Hamilton LLP March 2010 - Present
Wolf, Greenfield & Sacks, P.C. October 2006 - March 2010
Eckert Seamans April 2004 - October 2006
Carlin, Charron & Rosen, LLP April 2002 - January 2003
Arthur Andersen February 1998 - April 2002
Keystone Investments June 1996 - February 1998
Shawmut Bank January 1989 - January 1996
Skills
Human Resources, Employment Law, Employee Relations, Employee Benefits, Recruiting, Mergers & Acquisitions, Litigation, Budgets, Intellectual Property, Trademarks, Contract Negotiation, Litigation Support
Education
Cambridge College 2003 — 2005
MM, Masters in Management.
Malden High School 1976 — 1980
Bentley College
Paralegal Certificate Program
Suffolk University
Pepper Hamilton LLP March 2010 - Present
Wolf, Greenfield & Sacks, P.C. October 2006 - March 2010
Eckert Seamans April 2004 - October 2006
Carlin, Charron & Rosen, LLP April 2002 - January 2003
Arthur Andersen February 1998 - April 2002
Keystone Investments June 1996 - February 1998
Shawmut Bank January 1989 - January 1996
Skills
Human Resources, Employment Law, Employee Relations, Employee Benefits, Recruiting, Mergers & Acquisitions, Litigation, Budgets, Intellectual Property, Trademarks, Contract Negotiation, Litigation Support
Education
Cambridge College 2003 — 2005
MM, Masters in Management.
Malden High School 1976 — 1980
Bentley College
Paralegal Certificate Program
Suffolk University
Danielle Sohn Danielle Sohn's Carlin, Charron & Rosen, LLP Experience October 2005 - November 2006
Job Senior Digital Marketing Manager
Industry Marketing and Advertising
Experience
Message Systems July 2015 - Present
TableRunner October 2014 - July 2015
Sephora July 2013 - October 2014
Carbonite March 2010 - June 2013
iProspect April 2007 - March 2010
Carlin, Charron & Rosen, LLP October 2005 - November 2006
Carlin, Charron & Rosen, LLP July 2004 - October 2005
Skills
Marketing, Media Planning, PPC, Google Adwords, SEM, Web Analytics, Online Advertising, SEO, Social Media, Digital Marketing, Online Marketing, Omniture, Mobile Marketing, Conversion Optimization, Marketing Management, Social Media Marketing, Strategy, E-commerce, Lead Generation, Web Marketing, Keyword Research, Multi-channel Marketing, Organic Search, Campaign Management, Digital Strategy, Advertising, Analytics, Content Marketing, Landing Page..., B2B Marketing, MSN AdCenter, Search Advertising, Affiliate Marketing, A/B testing
Education
Clark University 2002 — 2004
MBA, Marketing
Clark University 1999 — 2003
BA, Psychology and Business Management
The London School of Economics and Political Science (LSE) 2001 — 2002
n/a, Business Management
Message Systems July 2015 - Present
TableRunner October 2014 - July 2015
Sephora July 2013 - October 2014
Carbonite March 2010 - June 2013
iProspect April 2007 - March 2010
Carlin, Charron & Rosen, LLP October 2005 - November 2006
Carlin, Charron & Rosen, LLP July 2004 - October 2005
Skills
Marketing, Media Planning, PPC, Google Adwords, SEM, Web Analytics, Online Advertising, SEO, Social Media, Digital Marketing, Online Marketing, Omniture, Mobile Marketing, Conversion Optimization, Marketing Management, Social Media Marketing, Strategy, E-commerce, Lead Generation, Web Marketing, Keyword Research, Multi-channel Marketing, Organic Search, Campaign Management, Digital Strategy, Advertising, Analytics, Content Marketing, Landing Page..., B2B Marketing, MSN AdCenter, Search Advertising, Affiliate Marketing, A/B testing
Education
Clark University 2002 — 2004
MBA, Marketing
Clark University 1999 — 2003
BA, Psychology and Business Management
The London School of Economics and Political Science (LSE) 2001 — 2002
n/a, Business Management
Catherine (D'Acchioli) Parente, CPA/ABV/CFF, CVA, CFE, MAFF Catherine (D'Acchioli) Parente, CPA/ABV/CFF, CVA, CFE, MAFF's Carlin, Charron & Rosen, LLP Experience 2000 - November 2011
Job Principal at Sansiveri, Kimball & Co., L.L.P.
Industry Accounting
Experience
Sansiveri, Kimball & Co., L.L.P. September 2013 - Present
Grant Thornton LLP December 2011 - August 2013
Carlin, Charron & Rosen, LLP 2000 - November 2011
CCR LLP 2000 - November 2011
Suls Westgate & Parente LLP 1990 - 2000
Murphy & Company, CPA's January 1987 - December 1990
Skills
Business Valuation, Litigation Support, Forensic Accounting, Financial Reporting, Fraud, Expert Witness, CPA, Certified Fraud Examiner, Income Tax, Corporate Tax, Internal Controls, Financial Analysis, Due Diligence, Trusts, Tax
Education
Bryant University 1974 — 1978
BS, Business Adminisrtation-Accounting
SMAV - Class of 1974 1970 — 1974
St. Mary's School 1967 — 1970
St. Rocco's School 1963 — 1967
University of Rhode Island
Sansiveri, Kimball & Co., L.L.P. September 2013 - Present
Grant Thornton LLP December 2011 - August 2013
Carlin, Charron & Rosen, LLP 2000 - November 2011
CCR LLP 2000 - November 2011
Suls Westgate & Parente LLP 1990 - 2000
Murphy & Company, CPA's January 1987 - December 1990
Skills
Business Valuation, Litigation Support, Forensic Accounting, Financial Reporting, Fraud, Expert Witness, CPA, Certified Fraud Examiner, Income Tax, Corporate Tax, Internal Controls, Financial Analysis, Due Diligence, Trusts, Tax
Education
Bryant University 1974 — 1978
BS, Business Adminisrtation-Accounting
SMAV - Class of 1974 1970 — 1974
St. Mary's School 1967 — 1970
St. Rocco's School 1963 — 1967
University of Rhode Island
Terry Elliott's Carlin, Charron & Rosen, LLP Experience November 1999 - April 2002
Job Financial Controller
Industry Luxury Goods & Jewelry
Experience
LeachGarner April 2014 - Present
Alex and Ani LLC November 2013 - April 2014
Pierce Aluminum Co October 2005 - November 2013
Pierce Aluminum October 2005 - December 2008
Cullen, Murphy & Co., LLP November 2004 - October 2005
Carlin, Charron & Rosen, LLP November 1999 - April 2002
A. Simon & Sons, Inc. June 1989 - January 1999
Skills
Forecasting, Profit, Income Statement, Budgets, Inventory Management, Aluminum, Negotiation, Purchasing, Process Improvement, Team Building, Operations Management, Analysis, Contract Negotiation, Strategic Planning, Supply Chain Management, P&L Management, Manufacturing, Cross-functional Team..., Sales Operations, Business Strategy, Management, New Business Development, P, Finance
Education
Bryant University
BS, Accounting
LeachGarner April 2014 - Present
Alex and Ani LLC November 2013 - April 2014
Pierce Aluminum Co October 2005 - November 2013
Pierce Aluminum October 2005 - December 2008
Cullen, Murphy & Co., LLP November 2004 - October 2005
Carlin, Charron & Rosen, LLP November 1999 - April 2002
A. Simon & Sons, Inc. June 1989 - January 1999
Skills
Forecasting, Profit, Income Statement, Budgets, Inventory Management, Aluminum, Negotiation, Purchasing, Process Improvement, Team Building, Operations Management, Analysis, Contract Negotiation, Strategic Planning, Supply Chain Management, P&L Management, Manufacturing, Cross-functional Team..., Sales Operations, Business Strategy, Management, New Business Development, P, Finance
Education
Bryant University
BS, Accounting
Spencer P. Tremblay, MSA's Carlin, Charron & Rosen, LLP Experience October 2006 - December 2007
Job Accounting Manager at Bay Capital Investment Partners
Industry Accounting
Experience
Bay Capital Investment Partners January 2015 - Present
Fidelity Investments April 2013 - April 2014
Nautic Partners December 2007 - May 2013
Carlin, Charron & Rosen, LLP October 2006 - December 2007
KPMG June 2004 - October 2006
Skills
Accounting, Corporate Tax, Excel, Microsoft Office, Financial Accounting, Budgeting, Tax, GAAP, General Ledger, Word, Private Equity, Income Tax, Budgets, Tax Accounting, Microsoft Excel, Financial Reporting, Revenue Analysis, Revenue, Revenue Recognition, Intercompany..., Fund Accounting, Financial Analysis, Financial Statements, Tax Preparation, Tax Returns, Tax Research, Account Reconciliation, CPA, US GAAP, Auditing, Microsoft Word
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
MSA, Accounting
Isenberg School of Management, UMass Amherst 2000 — 2004
BS, Accounting
Somerset High School 1996 — 2000
HS Diploma
Bay Capital Investment Partners January 2015 - Present
Fidelity Investments April 2013 - April 2014
Nautic Partners December 2007 - May 2013
Carlin, Charron & Rosen, LLP October 2006 - December 2007
KPMG June 2004 - October 2006
Skills
Accounting, Corporate Tax, Excel, Microsoft Office, Financial Accounting, Budgeting, Tax, GAAP, General Ledger, Word, Private Equity, Income Tax, Budgets, Tax Accounting, Microsoft Excel, Financial Reporting, Revenue Analysis, Revenue, Revenue Recognition, Intercompany..., Fund Accounting, Financial Analysis, Financial Statements, Tax Preparation, Tax Returns, Tax Research, Account Reconciliation, CPA, US GAAP, Auditing, Microsoft Word
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
MSA, Accounting
Isenberg School of Management, UMass Amherst 2000 — 2004
BS, Accounting
Somerset High School 1996 — 2000
HS Diploma
Sarah Botham's Carlin, Charron & Rosen, LLP Experience September 1997 - August 2003
Job Controller at Technic Inc
Industry Chemicals
Experience
Technic Inc August 2003 - Present
Carlin, Charron & Rosen, LLP September 1997 - August 2003
Skills
GAAP, Financial Reporting, Accounting, Internal Controls, Auditing, General Ledger, Tax, Financial Analysis, Account Reconciliation, Forecasting, QuickBooks, Tax Preparation, Microsoft Excel, CPA, Budgets, Access, Manufacturing, Fixed Assets, Process Improvement, Financial Accounting
Education
Providence College 1993 — 1997
Technic Inc August 2003 - Present
Carlin, Charron & Rosen, LLP September 1997 - August 2003
Skills
GAAP, Financial Reporting, Accounting, Internal Controls, Auditing, General Ledger, Tax, Financial Analysis, Account Reconciliation, Forecasting, QuickBooks, Tax Preparation, Microsoft Excel, CPA, Budgets, Access, Manufacturing, Fixed Assets, Process Improvement, Financial Accounting
Education
Providence College 1993 — 1997
Chantel Watkins's Carlin, Charron & Rosen, LLP Experience January 2008 - April 2009
Job Associate at Carlin, Charron & Rosen, LLP
Industry Accounting
Experience
Carlin, Charron & Rosen, LLP January 2008 - April 2009
PricewaterhouseCoopers July 2006 - January 2008
pricewaterhousecoopers 2006 - 2008
The Lucas Group 2006 - 2006
Education
Northeastern University 2001 — 2006
Carlin, Charron & Rosen, LLP January 2008 - April 2009
PricewaterhouseCoopers July 2006 - January 2008
pricewaterhousecoopers 2006 - 2008
The Lucas Group 2006 - 2006
Education
Northeastern University 2001 — 2006
Marc J. VanderBaan's Carlin, Charron & Rosen, LLP Experience November 1998 - October 2006
Job Partner at Stolberg, Ebbeling & Blanchette, LLP
Industry Accounting
Experience
Stolberg, Ebbeling & Blanchette, LLP October 2006 - Present
Carlin, Charron & Rosen, LLP November 1998 - October 2006
The Duchesneau Group, Inc. January 1997 - November 1998
Skills
Tax Accounting, Corporate Tax
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2006
MST, Taxation
Bryant University 1993 — 1997
WCS
Stolberg, Ebbeling & Blanchette, LLP October 2006 - Present
Carlin, Charron & Rosen, LLP November 1998 - October 2006
The Duchesneau Group, Inc. January 1997 - November 1998
Skills
Tax Accounting, Corporate Tax
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2006
MST, Taxation
Bryant University 1993 — 1997
WCS
Allen J. Falke's Carlin, Charron & Rosen, LLP Experience July 2002 - January 2012
Job Of Counsel at Mirick O'Connell
Industry Accounting
Experience
Mirick O'Connell June 2014 - Present
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. January 2012 - June 2014
Carlin, Charron & Rosen, LLP July 2002 - January 2012
PricewaterhouseCoopers 1996 - 2002
Coopers & Lybrand August 1996 - July 1998
Skills
Tax, Tax Preparation, Income Tax, Estate Tax Planning, Gift Tax, IRS, Estate Planning, Corporate Tax, Tax Returns, Mergers & Acquisitions, Tax Accounting, Tax Research, Tax Law, Trusts, Partnership Taxation, Due Diligence, Strategic Financial..., LLC, Private Equity, Financial Analysis, Wills, Budgets, Strategic Planning, Estate Administration
Education
New York University School of Law 1997 — 2000
LL.M., Tax
Western New England College School of Law 1993 — 1996
JD, law
Worcester State College 1989 — 1993
B.S., Business Administration/Accounting
Bartlett
Mirick O'Connell June 2014 - Present
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. January 2012 - June 2014
Carlin, Charron & Rosen, LLP July 2002 - January 2012
PricewaterhouseCoopers 1996 - 2002
Coopers & Lybrand August 1996 - July 1998
Skills
Tax, Tax Preparation, Income Tax, Estate Tax Planning, Gift Tax, IRS, Estate Planning, Corporate Tax, Tax Returns, Mergers & Acquisitions, Tax Accounting, Tax Research, Tax Law, Trusts, Partnership Taxation, Due Diligence, Strategic Financial..., LLC, Private Equity, Financial Analysis, Wills, Budgets, Strategic Planning, Estate Administration
Education
New York University School of Law 1997 — 2000
LL.M., Tax
Western New England College School of Law 1993 — 1996
JD, law
Worcester State College 1989 — 1993
B.S., Business Administration/Accounting
Bartlett
Vicki Hochman's Carlin, Charron & Rosen, LLP Experience 1997 - 2007
Job Experienced Finance Professional
Industry Accounting
Experience
MineralTree, Inc. 2012 - Present
Memento, Inc. 2008 - 2012
New England Business Media 2007 - 2008
Carlin, Charron & Rosen, LLP 1997 - 2007
Greater Media Cable 1988 - 1997
Skills
QuickBooks, Internal Controls, Financial Reporting, SaaS, Start-ups, Managerial Finance, Microsoft Excel, Budgets, Accounting, Construction Accounting, Forecasting, Process Improvement, Revenue Recognition, Management, GAAP, Finance, Cross-functional Team..., Mergers & Acquisitions, General Ledger, Auditing, Financial Analysis
Education
Penn State University
MBA, Accounting and Finance
Wheaton College (MA)
MineralTree, Inc. 2012 - Present
Memento, Inc. 2008 - 2012
New England Business Media 2007 - 2008
Carlin, Charron & Rosen, LLP 1997 - 2007
Greater Media Cable 1988 - 1997
Skills
QuickBooks, Internal Controls, Financial Reporting, SaaS, Start-ups, Managerial Finance, Microsoft Excel, Budgets, Accounting, Construction Accounting, Forecasting, Process Improvement, Revenue Recognition, Management, GAAP, Finance, Cross-functional Team..., Mergers & Acquisitions, General Ledger, Auditing, Financial Analysis
Education
Penn State University
MBA, Accounting and Finance
Wheaton College (MA)
Nancy McKinnon's Carlin, Charron & Rosen, LLP Experience November 2002 - November 2007
Job Tax Manager at PwC
Industry Financial Services
Experience
PwC February 2015 - Present
Eaton Vance November 2007 - Present
Carlin, Charron & Rosen, LLP November 2002 - November 2007
Grant Thornton September 2000 - August 2002
Skills
CPA, International Tax, Partnership Taxation, Corporate Tax, FAS109, Tax, US GAAP
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Accounting
PwC February 2015 - Present
Eaton Vance November 2007 - Present
Carlin, Charron & Rosen, LLP November 2002 - November 2007
Grant Thornton September 2000 - August 2002
Skills
CPA, International Tax, Partnership Taxation, Corporate Tax, FAS109, Tax, US GAAP
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Accounting
Brad Cutting's Carlin, Charron & Rosen, LLP Experience September 2003 - August 2007
Job Managing Partner at Bascule Capital Partners
Industry Venture Capital & Private Equity
Experience
Bascule Capital Partners January 2010 - Present
Hastings Equity Partners August 2007 - December 2009
Carlin, Charron & Rosen, LLP September 2003 - August 2007
Digital Club Network 2000 - 2003
BPI Capital Partners 1996 - 2000
JPMorgan Chase 1993 - 1996
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2005
MBA, Business and Economics
Trinity College-Hartford 1989 — 1993
Bachelors, Economics
American University 1992 — 1992
Semester, Sustainable Development
Bascule Capital Partners January 2010 - Present
Hastings Equity Partners August 2007 - December 2009
Carlin, Charron & Rosen, LLP September 2003 - August 2007
Digital Club Network 2000 - 2003
BPI Capital Partners 1996 - 2000
JPMorgan Chase 1993 - 1996
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2005
MBA, Business and Economics
Trinity College-Hartford 1989 — 1993
Bachelors, Economics
American University 1992 — 1992
Semester, Sustainable Development
Genie-Rae Richard, CPA's Carlin, Charron & Rosen, LLP Experience September 2004 - November 2008
Job CPA at Robert C. Alario, CPA, PC
Industry Accounting
Experience
Robert C. Alario, CPA, PC August 2014 - Present
O'Connor, Maloney & Company November 2008 - August 2014
Carlin, Charron & Rosen, LLP September 2004 - November 2008
Mercandante & Mercadante PC 2000 - November 2003
Skills
Tax Preparation, Corporate Tax, GAAP, Financial Reporting, Financial Accounting, Auditing, QuickBooks, US GAAP, Financial Analysis, Financial Statements, Due Diligence, Accounting, CPA, Finance
Education
Assumption College 1999 — 2004
BA/MBA, Accounting
Robert C. Alario, CPA, PC August 2014 - Present
O'Connor, Maloney & Company November 2008 - August 2014
Carlin, Charron & Rosen, LLP September 2004 - November 2008
Mercandante & Mercadante PC 2000 - November 2003
Skills
Tax Preparation, Corporate Tax, GAAP, Financial Reporting, Financial Accounting, Auditing, QuickBooks, US GAAP, Financial Analysis, Financial Statements, Due Diligence, Accounting, CPA, Finance
Education
Assumption College 1999 — 2004
BA/MBA, Accounting
Kerry Pascetta's Carlin, Charron & Rosen, LLP Experience August 2003 - May 2005
Job Marketing, Business Development & PR Professional
Industry Marketing and Advertising
Experience
HealthTrust August 2013 - Present
Consultant January 2012 - Present
Access TCA December 2007 - December 2011
Dolphin Resource Group May 2005 - December 2007
Carlin, Charron & Rosen, LLP August 2003 - May 2005
Radius Product Development 2003 - 2005
GTECH Corporation 1990 - 1998
Skills
Lead Generation, Customer Retention, Strategic Planning, Creative Services, Product Marketing, Marketing Communications, Strategy, B2B, Marketing Strategy, Integrated Marketing, New Business Development, Relationship Marketing, Online Marketing, Advertising, B2B Marketing, Trade Shows, Email Marketing, Marketing Management, Creative Direction, Public Relations, Market Planning, Multi-channel Marketing, Market Research, Business Development, Marketing, Brand Development, Direct Marketing
Education
University of Maine 1986 — 1990
BA, English - creative writing concentration
HealthTrust August 2013 - Present
Consultant January 2012 - Present
Access TCA December 2007 - December 2011
Dolphin Resource Group May 2005 - December 2007
Carlin, Charron & Rosen, LLP August 2003 - May 2005
Radius Product Development 2003 - 2005
GTECH Corporation 1990 - 1998
Skills
Lead Generation, Customer Retention, Strategic Planning, Creative Services, Product Marketing, Marketing Communications, Strategy, B2B, Marketing Strategy, Integrated Marketing, New Business Development, Relationship Marketing, Online Marketing, Advertising, B2B Marketing, Trade Shows, Email Marketing, Marketing Management, Creative Direction, Public Relations, Market Planning, Multi-channel Marketing, Market Research, Business Development, Marketing, Brand Development, Direct Marketing
Education
University of Maine 1986 — 1990
BA, English - creative writing concentration
Lindsey Stephan, CPA, MBA's Carlin, Charron & Rosen, LLP Experience September 2006 - April 2009
Job Accountant at Benedetto, Geagan & King
Industry Accounting
Experience
Benedetto, Geagan & King June 2009 - Present
Carlin, Charron & Rosen, LLP September 2006 - April 2009
CCR LLP September 2006 - April 2009
Skills
Corporate Tax, Financial Accounting, Tax Accounting, Tax Preparation, Tax, Income Tax, GAAP, Accounting, CPA, Tax Research, US GAAP, Tax Returns, General Ledger, Partnership Taxation, Financial Statements, QuickBooks, S Corporations, Fixed Assets, Journal Entries, Bookkeeping, ProSystem fx Tax, US Tax, Bank Reconciliation, Due Diligence
Education
Assumption College 2008 — 2010
MBA, Accounting
Assumption College 2002 — 2006
Bachelor of Arts, Accounting
Benedetto, Geagan & King June 2009 - Present
Carlin, Charron & Rosen, LLP September 2006 - April 2009
CCR LLP September 2006 - April 2009
Skills
Corporate Tax, Financial Accounting, Tax Accounting, Tax Preparation, Tax, Income Tax, GAAP, Accounting, CPA, Tax Research, US GAAP, Tax Returns, General Ledger, Partnership Taxation, Financial Statements, QuickBooks, S Corporations, Fixed Assets, Journal Entries, Bookkeeping, ProSystem fx Tax, US Tax, Bank Reconciliation, Due Diligence
Education
Assumption College 2008 — 2010
MBA, Accounting
Assumption College 2002 — 2006
Bachelor of Arts, Accounting
Christy Flaherty, CPA's Carlin, Charron & Rosen, LLP Experience July 1998 - December 2001
Job Manager at Caplice, Ciaramicoli & Doyle LLP
Industry Accounting
Experience
Caplice, Ciaramicoli & Doyle LLP December 2001 - Present
Carlin, Charron & Rosen, LLP July 1998 - December 2001
Skills
CPA, GAAP, Accounting, Tax, QuickBooks Pro Advisor
Education
Bryant University 1994 — 1998
Bachelors, Accounting
Caplice, Ciaramicoli & Doyle LLP December 2001 - Present
Carlin, Charron & Rosen, LLP July 1998 - December 2001
Skills
CPA, GAAP, Accounting, Tax, QuickBooks Pro Advisor
Education
Bryant University 1994 — 1998
Bachelors, Accounting
Kristen Locke's Carlin, Charron & Rosen, LLP Experience June 2006 - September 2006
Job Account Director at iProspect
Industry Marketing and Advertising
Experience
iProspect July 2013 - Present
iProspect May 2012 - July 2013
Zeta Interactive June 2011 - May 2012
Yodle January 2010 - June 2011
PlattForm Advertising February 2009 - January 2010
Venture Direct Worldwide August 2008 - February 2009
Venture Direct Worldwide June 2008 - August 2008
Venture Direct Worldwide June 2007 - May 2008
Carlin, Charron & Rosen, LLP June 2006 - September 2006
Euro RSCG 4D June 2005 - August 2005
Skills
PPC, Lead Generation, SEO, SEM, Direct Marketing, Online Lead Generation, Google Analytics, Sales, Marketing, Online Advertising, Digital Marketing, CRM, Team Leadership
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Sociology Major, Peace and Conflict Concentration
The Pingry School
iProspect July 2013 - Present
iProspect May 2012 - July 2013
Zeta Interactive June 2011 - May 2012
Yodle January 2010 - June 2011
PlattForm Advertising February 2009 - January 2010
Venture Direct Worldwide August 2008 - February 2009
Venture Direct Worldwide June 2008 - August 2008
Venture Direct Worldwide June 2007 - May 2008
Carlin, Charron & Rosen, LLP June 2006 - September 2006
Euro RSCG 4D June 2005 - August 2005
Skills
PPC, Lead Generation, SEO, SEM, Direct Marketing, Online Lead Generation, Google Analytics, Sales, Marketing, Online Advertising, Digital Marketing, CRM, Team Leadership
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Sociology Major, Peace and Conflict Concentration
The Pingry School