Cohen & Company
Description
Founded: 1977 Subsidiaries: Cohen Capital Advisors, Ltd., Lanese & Associates, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCohen & CompanyWebsiteDirections Saved (0) Saved Save Certified public accountant in Milwaukee, Wisconsin Address: 342 N Water St Suite 830, Milwaukee, WI 53202 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5:30PMHours might differTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (414) 203-6340: : Category: Website: : : : Place name: : Website: https://www.cohencpa.com/ Category: Certified Public 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. 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 Cohen & Company Posting publicly on the Web Write a review Reviews Be the first to review
Cohen & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cohen & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cohen & Company Employees
Employee
Years
Job
Industry
Jim Stobe, CPA Jim Stobe, CPA's Cohen & Company Experience September 1997 - Present
Job
Industry Accounting
Experience
Cohen & Company September 1997 - Present
Skills
Strategic Planning, CPA, Finance, Management, Accounting, Cash Flow, Financial Reporting, Auditing, Financial Analysis
Education
Ohio University 1993 — 1997
BBA
Ashland University 2010 — 2010
Graduate Level Coursework
Cohen & Company September 1997 - Present
Skills
Strategic Planning, CPA, Finance, Management, Accounting, Cash Flow, Financial Reporting, Auditing, Financial Analysis
Education
Ohio University 1993 — 1997
BBA
Ashland University 2010 — 2010
Graduate Level Coursework
A.J. Volpe A.J. Volpe's Cohen & Company Experience December 2012 - June 2015
Job Accountant at Mackert Consulting Group
Industry Accounting
Experience
Howard Hanna Real Estate Services July 2015 - Present
Mackert Consulting Group July 2015 - Present
Oakpoint Fund Services, LLC July 2015 - Present
Cohen & Company December 2012 - June 2015
First Nations Title Agency June 2009 - November 2012
Cleveland State University June 2009 - May 2012
Charter One Bank October 2007 - June 2009
Education
Cleveland State University 2009 — 2011
Master of Accountancy, Accounting, Auditing
University of Dayton 2003 — 2007
BBA, Entreprenuership, Communications
Howard Hanna Real Estate Services July 2015 - Present
Mackert Consulting Group July 2015 - Present
Oakpoint Fund Services, LLC July 2015 - Present
Cohen & Company December 2012 - June 2015
First Nations Title Agency June 2009 - November 2012
Cleveland State University June 2009 - May 2012
Charter One Bank October 2007 - June 2009
Education
Cleveland State University 2009 — 2011
Master of Accountancy, Accounting, Auditing
University of Dayton 2003 — 2007
BBA, Entreprenuership, Communications
Hugh Fisher Hugh Fisher's Cohen & Company Experience February 2002 - October 2012
Job Principal, HPFisherHR LLC
Industry Human Resources
Experience
HPFisherHR LLC October 2012 - Present
Cohen & Company February 2002 - October 2012
Moore Stephens Apple July 1999 - January 2002
AGA Gas, Inc. October 1993 - June 1999
Technautics Corporation April 1987 - September 1993
General Electric 1983 - 1985
Skills
HR Consulting, Human Resources, Interviews, Employee Benefits, Performance Management, Change Management, Outsourcing, Recruiting, Organizational..., Strategic Planning, Mergers & Acquisitions, Consulting, Management, Start-ups, Personnel Management, Talent Management, Benefits Administration, CPA, Employee Relations, Contract Negotiation, Leadership, Technical Recruiting, Talent Acquisition, Remuneration, Deferred Compensation
Education
Cleveland State University 1982 — 1986
BA
HPFisherHR LLC October 2012 - Present
Cohen & Company February 2002 - October 2012
Moore Stephens Apple July 1999 - January 2002
AGA Gas, Inc. October 1993 - June 1999
Technautics Corporation April 1987 - September 1993
General Electric 1983 - 1985
Skills
HR Consulting, Human Resources, Interviews, Employee Benefits, Performance Management, Change Management, Outsourcing, Recruiting, Organizational..., Strategic Planning, Mergers & Acquisitions, Consulting, Management, Start-ups, Personnel Management, Talent Management, Benefits Administration, CPA, Employee Relations, Contract Negotiation, Leadership, Technical Recruiting, Talent Acquisition, Remuneration, Deferred Compensation
Education
Cleveland State University 1982 — 1986
BA
Angela Swander Angela Swander's Cohen & Company Experience September 2008 - July 2010
Job Accounting Manager at The NRP Group LLC
Industry Accounting
Experience
The NRP Group LLC July 2010 - Present
Cohen & Company September 2008 - July 2010
Cohen Fund Audit Services September 2008 - July 2010
Education
Ashland University 2004 — 2008
BSBA, Accounting & Finance
The NRP Group LLC July 2010 - Present
Cohen & Company September 2008 - July 2010
Cohen Fund Audit Services September 2008 - July 2010
Education
Ashland University 2004 — 2008
BSBA, Accounting & Finance
Scott P. Heape Scott P. Heape's Cohen & Company Experience June 2005 - June 2008
Job Finance & Operations Guru
Industry Accounting
Experience
McLean County Chamber of Commerce August 2012 - Present
Heartland Foot and Ankle Associates, P.C. October 2008 - Present
Guthoff, Mehall, Allen & Company, P.C. September 2008 - May 2012
Cohen & Company June 2005 - June 2008
Daughhetee & Parks, P.C. October 2000 - June 2005
Skills
Accounting, CPA, Auditing, Nonprofits, Payroll, Accounts Payable, Account Reconciliation, Finance, QuickBooks, Sage 50 Accounting..., Non-profits, Healthcare, Reviews, Payroll Taxes, Operations Management, Tax Preparation, Cash Flow, Bookkeeping, Small Business, General Ledger, Invoicing, Financial Statements
Education
Illinois State University 1997 — 2000
Bachelor of Science (B.S.), Accounting
John A Logan College 1995 — 1997
Associate of Science (A.S.), Business Administration & Accounting
McLean County Chamber of Commerce August 2012 - Present
Heartland Foot and Ankle Associates, P.C. October 2008 - Present
Guthoff, Mehall, Allen & Company, P.C. September 2008 - May 2012
Cohen & Company June 2005 - June 2008
Daughhetee & Parks, P.C. October 2000 - June 2005
Skills
Accounting, CPA, Auditing, Nonprofits, Payroll, Accounts Payable, Account Reconciliation, Finance, QuickBooks, Sage 50 Accounting..., Non-profits, Healthcare, Reviews, Payroll Taxes, Operations Management, Tax Preparation, Cash Flow, Bookkeeping, Small Business, General Ledger, Invoicing, Financial Statements
Education
Illinois State University 1997 — 2000
Bachelor of Science (B.S.), Accounting
John A Logan College 1995 — 1997
Associate of Science (A.S.), Business Administration & Accounting
Laine Boffey Laine Boffey's Cohen & Company Experience November 2006 - April 2012
Job Controller at Consolidated Risk Management
Industry Insurance
Experience
Consolidated Risk Management May 2012 - Present
Cohen & Company November 2006 - April 2012
Smith & Oby Company February 2003 - November 2006
Skills
QuickBooks, Open Systems, One Write Plus, Peachtree, Mas 90, UltraTax, ProSystem fx Tax, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint
Education
Thomas Edison State College 2008 — 2013
Bachelor's degree, Accounting and Business/Management
Grossmont College 1983 — 1985
Associate's degree, Accounting and Business/Management
Grossmont High School 1978 — 1982
High School Diploma, General Education
Consolidated Risk Management May 2012 - Present
Cohen & Company November 2006 - April 2012
Smith & Oby Company February 2003 - November 2006
Skills
QuickBooks, Open Systems, One Write Plus, Peachtree, Mas 90, UltraTax, ProSystem fx Tax, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint
Education
Thomas Edison State College 2008 — 2013
Bachelor's degree, Accounting and Business/Management
Grossmont College 1983 — 1985
Associate's degree, Accounting and Business/Management
Grossmont High School 1978 — 1982
High School Diploma, General Education
Heather Schill -Supinski Heather Schill -Supinski's Cohen & Company Experience March 1998 - December 1999
Job President at Spotless Cleaning Services
Industry Individual & Family Services
Experience
Visionary, Entrepreneur & Financial Literacy Advocate July 2013 - Present
Spotless Cleaning July 2003 - Present
Chester L. Sumpter & Associates March 2002 - July 2003
Alert Emergency Medical Services March 2001 - March 2002
Qwest Communications January 2000 - February 2001
Cohen & Company March 1998 - December 1999
Skills
Fundraising, New Business Development
Education
Cleveland State University 1993 — 1995
Psychology
Bowling Green State University 1992 — 1993
Psychology
Visionary, Entrepreneur & Financial Literacy Advocate July 2013 - Present
Spotless Cleaning July 2003 - Present
Chester L. Sumpter & Associates March 2002 - July 2003
Alert Emergency Medical Services March 2001 - March 2002
Qwest Communications January 2000 - February 2001
Cohen & Company March 1998 - December 1999
Skills
Fundraising, New Business Development
Education
Cleveland State University 1993 — 1995
Psychology
Bowling Green State University 1992 — 1993
Psychology
Timothy McEldowney Timothy McEldowney's Cohen & Company Experience 1997 - July 2007
Job Chief Operating Officer at Hahn Loeser & Parks LLP
Industry Law Practice
Experience
Buckingham, Doolittle & Burroughs, LLC July 2007 - January 2015
Cohen & Company 1997 - July 2007
Arthur Andersen 1994 - 1997
Skills
Financial Reporting, Financial Analysis, Auditing, Mergers, Finance, Mergers & Acquisitions, Tax, Due Diligence, Accounting, Corporate Finance, Budgets, Private Equity
Education
Case Western Reserve University 1983 — 1987
Centerville High School
Buckingham, Doolittle & Burroughs, LLC July 2007 - January 2015
Cohen & Company 1997 - July 2007
Arthur Andersen 1994 - 1997
Skills
Financial Reporting, Financial Analysis, Auditing, Mergers, Finance, Mergers & Acquisitions, Tax, Due Diligence, Accounting, Corporate Finance, Budgets, Private Equity
Education
Case Western Reserve University 1983 — 1987
Centerville High School
Hong Peng, CPA Hong Peng, CPA's Cohen & Company Experience October 2014 - Present
Job Staff at Cohen & Company
Industry Accounting
Experience
Cohen & Company October 2014 - Present
Laskey Costello, LLC Certified Public Accountants September 2012 - October 2014
Unique Tax and Accounting December 2011 - August 2012
Claritus CPA, Ltd March 2012 - April 2012
Case Western Reserve University November 2010 - January 2012
Controller’s office, Case Western Reserve University September 2011 - December 2011
Cuyahoga County’s Volunteer Income Tax Assistance Program January 2011 - May 2011
Skills
Ultra Tax, Excel, PowerPoint, Quickbooks, Great Plains Software, PeopleSoft, ERP software (SAP), Account Reconciliation, Management Accounting, Financial Accounting, Auditing, Financial Reporting, Peachtree, Accounts Receivable, Accounts Payable, Microsoft Excel, QuickBooks, Income Tax, Internal Audit, Corporate Finance, Tax Preparation, CPA, Accounting, Tax Law, Tax, Tax Returns, Financial Analysis, Analysis, Payroll, Finance, General Ledger, Outlook, Journal Entries, Financial Statements, Sales Tax, International Tax, Bank Reconciliation, GAAP, CCH Intelliconnect, US GAAP, Bookkeeping, Internal Controls, Tax Accounting, Financial Statement..., Corporate Tax, Managerial Finance, External Audit, Forecasting, Cost Accounting, Financial Modeling
Education
Weatherhead School of Management, Case Western Reserve University 2010 — 2012
Master of Science, Accountancy; Tax
Jiang Xi University of Finance and Economics 2006 — 2010
Bachelor of Science, Management, International Accounting, 3.7
Cleveland State University
Cohen & Company October 2014 - Present
Laskey Costello, LLC Certified Public Accountants September 2012 - October 2014
Unique Tax and Accounting December 2011 - August 2012
Claritus CPA, Ltd March 2012 - April 2012
Case Western Reserve University November 2010 - January 2012
Controller’s office, Case Western Reserve University September 2011 - December 2011
Cuyahoga County’s Volunteer Income Tax Assistance Program January 2011 - May 2011
Skills
Ultra Tax, Excel, PowerPoint, Quickbooks, Great Plains Software, PeopleSoft, ERP software (SAP), Account Reconciliation, Management Accounting, Financial Accounting, Auditing, Financial Reporting, Peachtree, Accounts Receivable, Accounts Payable, Microsoft Excel, QuickBooks, Income Tax, Internal Audit, Corporate Finance, Tax Preparation, CPA, Accounting, Tax Law, Tax, Tax Returns, Financial Analysis, Analysis, Payroll, Finance, General Ledger, Outlook, Journal Entries, Financial Statements, Sales Tax, International Tax, Bank Reconciliation, GAAP, CCH Intelliconnect, US GAAP, Bookkeeping, Internal Controls, Tax Accounting, Financial Statement..., Corporate Tax, Managerial Finance, External Audit, Forecasting, Cost Accounting, Financial Modeling
Education
Weatherhead School of Management, Case Western Reserve University 2010 — 2012
Master of Science, Accountancy; Tax
Jiang Xi University of Finance and Economics 2006 — 2010
Bachelor of Science, Management, International Accounting, 3.7
Cleveland State University
Joel Jancsura Joel Jancsura's Cohen & Company Experience December 1996 - November 2009
Job Owner/CPA at Jancsura Accounting LLC
Industry Accounting
Experience
Jancsura Accounting LLC November 2009 - Present
Cohen & Company December 1996 - November 2009
Julia B. Ecker CPA February 1995 - December 1996
Skills
Tax Preparation, Bookkeeping, Consulting, Financial Statements, Payroll, Tax Returns, Corporate Tax, GAAP, Accounting, QuickBooks, Tax, CPA, Income Tax, Internal Audit, Tax Accounting, Financial Reporting
Education
Baldwin-Wallace College 1992 — 1994
BA, Accounting
Lorain County Community College 1990 — 1992
Jancsura Accounting LLC November 2009 - Present
Cohen & Company December 1996 - November 2009
Julia B. Ecker CPA February 1995 - December 1996
Skills
Tax Preparation, Bookkeeping, Consulting, Financial Statements, Payroll, Tax Returns, Corporate Tax, GAAP, Accounting, QuickBooks, Tax, CPA, Income Tax, Internal Audit, Tax Accounting, Financial Reporting
Education
Baldwin-Wallace College 1992 — 1994
BA, Accounting
Lorain County Community College 1990 — 1992
Dave Talenda Dave Talenda's Cohen & Company Experience October 2007 - Present
Job Audit Director at Cohen & Company
Industry Accounting
Experience
Cohen & Company October 2007 - Present
Skoda, Minotti & Co. 2003 - 2007
Skills
Internal Controls, CPA, Due Diligence, US GAAP, Auditing, GAAP, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Tax Preparation, Financial Statements, Sarbanes-Oxley Act, General Ledger
Education
John Carroll University 2004 — 2006
Master of Business Administration (MBA)
John Carroll University 2000 — 2004
BSBA, Accounting
Cohen & Company October 2007 - Present
Skoda, Minotti & Co. 2003 - 2007
Skills
Internal Controls, CPA, Due Diligence, US GAAP, Auditing, GAAP, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Tax Preparation, Financial Statements, Sarbanes-Oxley Act, General Ledger
Education
John Carroll University 2004 — 2006
Master of Business Administration (MBA)
John Carroll University 2000 — 2004
BSBA, Accounting
Alexandria Flynn Alexandria Flynn's Cohen & Company Experience July 2014 - Present
Job Marketing Coordinator at Cohen & Company
Industry Marketing and Advertising
Experience
Cohen & Company July 2014 - Present
Orlando Baking Company March 2014 - June 2014
John Carroll University August 2013 - May 2014
Cohen & Company May 2013 - September 2013
Kenan Advantage Group May 2010 - August 2012
John Carroll University January 2012 - May 2012
Boys Hope Girls Hope October 2011 - May 2012
Skills
Social Media Marketing, Blogging, Direct Mail Campaigns, Google Analytics, Microsoft CRM, Prezi, Hootsuite, Event Planning, SEO, Social Networking, Facebook, Research, Social Media
Education
John Carroll University 2010 — 2014
Bachelor's Degree, Marketing, 3.62, Cum Laude
John Carroll University at Vatican City 2012 — 2012
St. Thomas Aquinas 2006 — 2010
Cohen & Company July 2014 - Present
Orlando Baking Company March 2014 - June 2014
John Carroll University August 2013 - May 2014
Cohen & Company May 2013 - September 2013
Kenan Advantage Group May 2010 - August 2012
John Carroll University January 2012 - May 2012
Boys Hope Girls Hope October 2011 - May 2012
Skills
Social Media Marketing, Blogging, Direct Mail Campaigns, Google Analytics, Microsoft CRM, Prezi, Hootsuite, Event Planning, SEO, Social Networking, Facebook, Research, Social Media
Education
John Carroll University 2010 — 2014
Bachelor's Degree, Marketing, 3.62, Cum Laude
John Carroll University at Vatican City 2012 — 2012
St. Thomas Aquinas 2006 — 2010
Yating (Olivia) Ou Yating (Olivia) Ou's Cohen & Company Experience January 2015 - April 2015
Job Tax Intern
Industry Accounting
Experience
Evans & Company CPA August 2015 - Present
Cohen & Company January 2015 - April 2015
Case Western Reserve University September 2013 - December 2014
Huntington National Bank June 2014 - August 2014
Internal Revenue Service January 2014 - April 2014
KCCW Accountancy Corp. February 2013 - April 2013
EY November 2012 - January 2013
Skills
Accounting, Financial Analysis, Tax, Financial Reporting, Finance, Auditing, Financial Modeling, Microsoft Office, Accounts Receivable, SAP, Tax Preparation, Financial Statements, Analysis, QuickBooks, Financial Accounting, Audit, Credite Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Account Reconciliation, Income Tax
Education
Case Western Reserve University 2013 — 2016
Master of Accountancy, Taxation, GPA 3.83/4.0
Goethe University Frankfurt 2014 — 2014
Study Abroad, Economics, GPA 4.0/4.0
Nankai University 2009 — 2013
BBA, Financial Management, GPA 3.86/4.0
The Hong Kong Polytechnic University 2011 — 2011
Exchange Student, Accounting and Finance
Evans & Company CPA August 2015 - Present
Cohen & Company January 2015 - April 2015
Case Western Reserve University September 2013 - December 2014
Huntington National Bank June 2014 - August 2014
Internal Revenue Service January 2014 - April 2014
KCCW Accountancy Corp. February 2013 - April 2013
EY November 2012 - January 2013
Skills
Accounting, Financial Analysis, Tax, Financial Reporting, Finance, Auditing, Financial Modeling, Microsoft Office, Accounts Receivable, SAP, Tax Preparation, Financial Statements, Analysis, QuickBooks, Financial Accounting, Audit, Credite Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Account Reconciliation, Income Tax
Education
Case Western Reserve University 2013 — 2016
Master of Accountancy, Taxation, GPA 3.83/4.0
Goethe University Frankfurt 2014 — 2014
Study Abroad, Economics, GPA 4.0/4.0
Nankai University 2009 — 2013
BBA, Financial Management, GPA 3.86/4.0
The Hong Kong Polytechnic University 2011 — 2011
Exchange Student, Accounting and Finance
Will Michael, CPA, MBA Will Michael, CPA, MBA's Cohen & Company Experience December 2012 - July 2014
Job Controller at Taylor KIA Of Boardman
Industry Accounting
Experience
Taylor KIA Of Boardman April 2015 - Present
North Coast Auto Mall July 2014 - April 2015
Cohen & Company December 2012 - July 2014
Apple Growth Partners November 2010 - December 2012
Skoda Minotti August 2006 - November 2010
Education
John Carroll University 2002 — 2007
MBA, Accountancy
Taylor KIA Of Boardman April 2015 - Present
North Coast Auto Mall July 2014 - April 2015
Cohen & Company December 2012 - July 2014
Apple Growth Partners November 2010 - December 2012
Skoda Minotti August 2006 - November 2010
Education
John Carroll University 2002 — 2007
MBA, Accountancy
Kade O'Connor's Cohen & Company Experience May 2012 - August 2012
Job Illustrator and Graphic Designer
Industry Graphic Design
Experience
The AroundCampus Group April 2015 - Present
Big Frog Custom T-Shirts & More November 2014 - March 2015
The AroundCampus Group May 2014 - September 2014
Cleveland Institute of Art August 2009 - May 2013
Cleveland Institute of Art October 2012 - April 2013
Cohen & Company May 2012 - August 2012
Cleveland Institute of Art August 2011 - December 2011
Skills
Adobe Creative Suite, Illustration, Comics, Social Media Marketing, Graphic Design, Creative Writing, Web Design, Digital Illustration, Storyboarding, Graphics, Posters, Animation, Advertising, Illustrator
Education
Cleveland Institute of Art 2009 — 2013
BFA, Illustration, 3.6
The AroundCampus Group April 2015 - Present
Big Frog Custom T-Shirts & More November 2014 - March 2015
The AroundCampus Group May 2014 - September 2014
Cleveland Institute of Art August 2009 - May 2013
Cleveland Institute of Art October 2012 - April 2013
Cohen & Company May 2012 - August 2012
Cleveland Institute of Art August 2011 - December 2011
Skills
Adobe Creative Suite, Illustration, Comics, Social Media Marketing, Graphic Design, Creative Writing, Web Design, Digital Illustration, Storyboarding, Graphics, Posters, Animation, Advertising, Illustrator
Education
Cleveland Institute of Art 2009 — 2013
BFA, Illustration, 3.6
Abigail Seman Abigail Seman's Cohen & Company Experience May 2013 - Present
Job Human Resources Coordinator at Cohen & Company
Industry Human Resources
Experience
Cohen & Company May 2013 - Present
Dwellworks May 2012 - May 2013
Bakers Square March 2008 - April 2013
Skills
Employee Benefits, ADP Payroll, Recruiting, Employee Training, Onboarding, New Hire Orientations, Training, Hiring, Human Resources, Management, Policy
Education
Baldwin Wallace University 2010 — 2013
Bachelor of Arts (B.A.)
Kent State University 2009 — 2010
Cohen & Company May 2013 - Present
Dwellworks May 2012 - May 2013
Bakers Square March 2008 - April 2013
Skills
Employee Benefits, ADP Payroll, Recruiting, Employee Training, Onboarding, New Hire Orientations, Training, Hiring, Human Resources, Management, Policy
Education
Baldwin Wallace University 2010 — 2013
Bachelor of Arts (B.A.)
Kent State University 2009 — 2010
Zak Raab Zak Raab's Cohen & Company Experience May 2004 - June 2006
Job Paramedic at AtlantiCare
Industry Public Safety
Experience
AtlantiCare October 2014 - Present
EMS Consulting Services January 2013 - Present
Virtua Health January 2010 - Present
Camden County College May 2009 - Present
Mount Laurel EMS August 1998 - Present
Westampton Township Emergency Services March 2011 - June 2014
Kennedy Health System April 2006 - December 2011
Pennsaueken EMS May 2008 - March 2010
Raab Enterprises June 2006 - March 2007
Cohen & Company May 2004 - June 2006
Skills
Paramedic, Emergency Management, Business Process, EMS Instructor, Cpr Certified, Staff Development, Project Management, Management, Healthcare, NIMS, Nursing, Emergency Services, Disaster Response, Incident Command, Emergency Medicine, Public Speaking, EMS, Rescue, Fire Protection, Hospitals, ACLS, Ambulance, AED, BLS, Critical Care, CBRN, First Aid, First Responder, Firefighting, Fire Management, Preparedness, Software Documentation, Hazardous Materials, PALS, Training, Public Safety, Fire Safety, PHTLS, Supervisory Skills, Healthcare Management, Life Safety, Fire Suppression Systems, Weapons of Mass..., Homeland Security, Medicine, Exercises, Policy, CPR Certified
Education
Columbia Southern University 2010 — 2015
MBA, Finance
Camden County College 2007 — 2009
Paramedic Sciences
Yeshiva University 2000 — 2005
BA, Ecomonics
Bet Medrash HaTorah 2000 — 2001
MAYHS
AtlantiCare October 2014 - Present
EMS Consulting Services January 2013 - Present
Virtua Health January 2010 - Present
Camden County College May 2009 - Present
Mount Laurel EMS August 1998 - Present
Westampton Township Emergency Services March 2011 - June 2014
Kennedy Health System April 2006 - December 2011
Pennsaueken EMS May 2008 - March 2010
Raab Enterprises June 2006 - March 2007
Cohen & Company May 2004 - June 2006
Skills
Paramedic, Emergency Management, Business Process, EMS Instructor, Cpr Certified, Staff Development, Project Management, Management, Healthcare, NIMS, Nursing, Emergency Services, Disaster Response, Incident Command, Emergency Medicine, Public Speaking, EMS, Rescue, Fire Protection, Hospitals, ACLS, Ambulance, AED, BLS, Critical Care, CBRN, First Aid, First Responder, Firefighting, Fire Management, Preparedness, Software Documentation, Hazardous Materials, PALS, Training, Public Safety, Fire Safety, PHTLS, Supervisory Skills, Healthcare Management, Life Safety, Fire Suppression Systems, Weapons of Mass..., Homeland Security, Medicine, Exercises, Policy, CPR Certified
Education
Columbia Southern University 2010 — 2015
MBA, Finance
Camden County College 2007 — 2009
Paramedic Sciences
Yeshiva University 2000 — 2005
BA, Ecomonics
Bet Medrash HaTorah 2000 — 2001
MAYHS
Shelly Nahrstedt's Cohen & Company Experience December 2003 - Present
Job Principal at Cohen Fund Audit Services
Industry Financial Services
Experience
Cohen Fund Audit Services December 2003 - Present
Cohen & Company December 2003 - Present
McCurdy & Associates CPAs June 1999 - December 2003
Maxus Investment Group May 1997 - June 1999
Roulston & Co. 1995 - 1997
Carnegie Capital Management Company 1985 - 1996
Skills
Mutual Funds
Education
Baldwin Wallace University 1980 — 1983
BA, Accounting
Claymont High School
Cohen Fund Audit Services December 2003 - Present
Cohen & Company December 2003 - Present
McCurdy & Associates CPAs June 1999 - December 2003
Maxus Investment Group May 1997 - June 1999
Roulston & Co. 1995 - 1997
Carnegie Capital Management Company 1985 - 1996
Skills
Mutual Funds
Education
Baldwin Wallace University 1980 — 1983
BA, Accounting
Claymont High School
Michael D. Warner, CPA Michael D. Warner, CPA's Cohen & Company Experience June 1985 - June 1993
Job President at INSYTE Consulting Group, LLC
Industry Computer & Network Security
Experience
Warner Technology, Inc. September 1997 - Present
Rapid Marketplace, LLC April 2013 - Present
Warner Communications, Ltd. July 2010 - Present
WarnerTech.Net, LLC July 2008 - Present
INSYTE Consulting Group, LLC March 2015 - Present
INSYTE Consulting Group, Inc. April 1993 - September 1997
Cohen & Company June 1985 - June 1993
Skills
Accounting, Microsoft Office, Technology Integration, Microsoft Technologies, Hosted VoIP, VoIP, Strategic Planning, Management, Marketing, Virtualization, Entrepreneurship, Project Planning, Team Building, Customer Service, Start-ups, Negotiation, Databases, Consulting, Business Planning, Networking, Selling, Coaching, Account Management, New Business Development, Leadership, Leadership Development, Small Business, Sales, Strategy, Time Management, Business Development, Sales Management, SaaS, Strategic Partnerships, Mergers & Acquisitions, Sales Process, CRM, Executive Management, Business Strategy, Team Leadership, E-commerce, Online Marketing, Management Consulting, Cloud Computing, Lead Generation, Direct Sales, Solution Selling, Contract Negotiation, Salesforce.com
Education
Leadership Medina County 2004 — 2005
Cleveland State University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Lake Catholic High School 1977 — 1981
High School Diploma, Business Administration and Management, General
Warner Technology, Inc. September 1997 - Present
Rapid Marketplace, LLC April 2013 - Present
Warner Communications, Ltd. July 2010 - Present
WarnerTech.Net, LLC July 2008 - Present
INSYTE Consulting Group, LLC March 2015 - Present
INSYTE Consulting Group, Inc. April 1993 - September 1997
Cohen & Company June 1985 - June 1993
Skills
Accounting, Microsoft Office, Technology Integration, Microsoft Technologies, Hosted VoIP, VoIP, Strategic Planning, Management, Marketing, Virtualization, Entrepreneurship, Project Planning, Team Building, Customer Service, Start-ups, Negotiation, Databases, Consulting, Business Planning, Networking, Selling, Coaching, Account Management, New Business Development, Leadership, Leadership Development, Small Business, Sales, Strategy, Time Management, Business Development, Sales Management, SaaS, Strategic Partnerships, Mergers & Acquisitions, Sales Process, CRM, Executive Management, Business Strategy, Team Leadership, E-commerce, Online Marketing, Management Consulting, Cloud Computing, Lead Generation, Direct Sales, Solution Selling, Contract Negotiation, Salesforce.com
Education
Leadership Medina County 2004 — 2005
Cleveland State University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Lake Catholic High School 1977 — 1981
High School Diploma, Business Administration and Management, General
Neal Kaluza's Cohen & Company Experience March 2007 - Present
Job IT Technician at Cohen & Company
Industry Information Technology and Services
Experience
Cohen & Company March 2007 - Present
Andrews Osborne Academy November 2006 - March 2007
Skills
Information Technology, HTML, Computer Repair, Active Directory, Antivirus, Computer Hardware, Troubleshooting, Web Development, Laptops, Software Installation, Windows XP, Windows 7, Customer Service
Education
Cleveland State University 2006 — 2009
BA, Information Systems
Lakeland Community College 2004 — 2006
Associates
Cohen & Company March 2007 - Present
Andrews Osborne Academy November 2006 - March 2007
Skills
Information Technology, HTML, Computer Repair, Active Directory, Antivirus, Computer Hardware, Troubleshooting, Web Development, Laptops, Software Installation, Windows XP, Windows 7, Customer Service
Education
Cleveland State University 2006 — 2009
BA, Information Systems
Lakeland Community College 2004 — 2006
Associates
Bill Joseph, CPA, CGMA, CFP® Bill Joseph, CPA, CGMA, CFP®'s Cohen & Company Experience June 1990 - September 1997
Job Partner at Joseph & Joseph CPAs
Industry Accounting
Experience
Joseph & Joseph CPAs December 2000 - Present
McGladrey & Pullen September 1997 - December 2000
Cohen & Company June 1990 - September 1997
Skills
Tax, Income Tax, CPA, Accounting, Auditing, Tax Preparation, Corporate Tax, Small Business
Education
Baldwin Wallace University 1988 — 1991
Bachelor, Accounting
Joseph & Joseph CPAs December 2000 - Present
McGladrey & Pullen September 1997 - December 2000
Cohen & Company June 1990 - September 1997
Skills
Tax, Income Tax, CPA, Accounting, Auditing, Tax Preparation, Corporate Tax, Small Business
Education
Baldwin Wallace University 1988 — 1991
Bachelor, Accounting
Kimberly Kirkendall, CPA's Cohen & Company Experience 1998 - 1999
Job President, International Resource Development and Founding Partner at Cross Cultural Catalyst Inc.
Industry International Trade and Development
Experience
International Resource Development, Inc. October 1999 - Present
Cross Cultural Catalyst Inc. January 2013 - Present
Cohen & Company 1998 - 1999
Various Companies 1994 - 1998
Dakin 1991 - 1993
Mundi, Limited January 1990 - January 1992
Mundi Limited February 1988 - January 1990
Skills
Negotiation, Sourcing, Supply Chain, Product Development, Strategic Planning, Start-ups, Market Research, Due Diligence, Intercultural..., Marketing, Chinese, Operational Improvement, Mediation, Corporate Law, Purchasing, Business Development, Public Speaking, New Business Development, Marketing Strategy, Marketing Research, Executive Coaching, Product Certification, Intercultural Training, Operational Due..., Accounting System, Budget Forecasts, International Business, Management, Chinese culture, Strategy, Leadership, Training, Manufacturing, Operations Management, International Sales, Logistics, Coaching, China Business..., International Relations, Entrepreneurship, Management Consulting, Executive Management, International Management, Business Strategy, Supply Chain Management, Strategic Communications, Sales, Mandarin, International Trade, Mergers & Acquisitions
Education
The University of Akron 1996 — 1998
Accounting, BS: courses to become a CPA
Beijing Language and Culture University 1986 — 1987
Post Graduate, Chinese Language
The Ohio State University 1983 — 1986
International Business, Chinese language
International Resource Development, Inc. October 1999 - Present
Cross Cultural Catalyst Inc. January 2013 - Present
Cohen & Company 1998 - 1999
Various Companies 1994 - 1998
Dakin 1991 - 1993
Mundi, Limited January 1990 - January 1992
Mundi Limited February 1988 - January 1990
Skills
Negotiation, Sourcing, Supply Chain, Product Development, Strategic Planning, Start-ups, Market Research, Due Diligence, Intercultural..., Marketing, Chinese, Operational Improvement, Mediation, Corporate Law, Purchasing, Business Development, Public Speaking, New Business Development, Marketing Strategy, Marketing Research, Executive Coaching, Product Certification, Intercultural Training, Operational Due..., Accounting System, Budget Forecasts, International Business, Management, Chinese culture, Strategy, Leadership, Training, Manufacturing, Operations Management, International Sales, Logistics, Coaching, China Business..., International Relations, Entrepreneurship, Management Consulting, Executive Management, International Management, Business Strategy, Supply Chain Management, Strategic Communications, Sales, Mandarin, International Trade, Mergers & Acquisitions
Education
The University of Akron 1996 — 1998
Accounting, BS: courses to become a CPA
Beijing Language and Culture University 1986 — 1987
Post Graduate, Chinese Language
The Ohio State University 1983 — 1986
International Business, Chinese language
Keren Nass, CPA Keren Nass, CPA's Cohen & Company Experience May 2012 - August 2012
Job Senior Accountant at Cohen Fund Audit Services
Industry Accounting
Experience
Cohen Fund Audit Services September 2013 - Present
Marquette University August 2009 - May 2013
Cohen & Company May 2012 - August 2012
Marquette University Service Learning Center August 2011 - December 2011
American Red Cross May 2011 - August 2011
Skills
Microsoft Excel, Fundraising, PowerPoint, Non-profits, Microsoft Office, Microsoft Word, Event Planning, Critical Thinking, Customer Service, Accounting, Volunteer Management, Data Entry, Community Outreach
Education
Marquette University 2009 — 2013
Bachelor’s Degree, Accounting
Marquette University 2009 — 2013
Bachelor’s Degree, Social Welfare and Justice
City University (GB) 2012 — 2012
Cohen Fund Audit Services September 2013 - Present
Marquette University August 2009 - May 2013
Cohen & Company May 2012 - August 2012
Marquette University Service Learning Center August 2011 - December 2011
American Red Cross May 2011 - August 2011
Skills
Microsoft Excel, Fundraising, PowerPoint, Non-profits, Microsoft Office, Microsoft Word, Event Planning, Critical Thinking, Customer Service, Accounting, Volunteer Management, Data Entry, Community Outreach
Education
Marquette University 2009 — 2013
Bachelor’s Degree, Accounting
Marquette University 2009 — 2013
Bachelor’s Degree, Social Welfare and Justice
City University (GB) 2012 — 2012
Nimit Shah Nimit Shah's Cohen & Company Experience November 2013 - Present
Job Audit at Cohen & Company
Industry Financial Services
Experience
Cohen & Company November 2013 - Present
Skills
Auditing, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Internal Controls, Forecasting, Internal Audit, GAAP, IFRS, SEC filings, Financial Accounting, Big 4, External Audit
Education
Cleveland State University 2002 — 2004
MBA, Finance
Symbiosis College of Arts & Commerce 1997 — 2000
B.COM, Accounting
Cohen & Company November 2013 - Present
Skills
Auditing, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Internal Controls, Forecasting, Internal Audit, GAAP, IFRS, SEC filings, Financial Accounting, Big 4, External Audit
Education
Cleveland State University 2002 — 2004
MBA, Finance
Symbiosis College of Arts & Commerce 1997 — 2000
B.COM, Accounting
Alyss (Carpenter) Weaver, CPA Alyss (Carpenter) Weaver, CPA's Cohen & Company Experience November 2012 - May 2013
Job Tax Specialist at Nationwide Insurance
Industry Accounting
Experience
Nationwide Insurance April 2015 - Present
Nationwide Insurance June 2013 - Present
Cohen & Company November 2012 - May 2013
Cohen & Company October 2011 - November 2012
Ary Roepcke Mulchaey, P.C. January 2010 - October 2011
Skills
Accounting, CPA, Tax, Pass-through Entities, Direct Client..., High Net Worth..., Tax Advisory, Corporate Tax, GAAP, Income Tax, Tax Returns, Tax Accounting, Analysis, Tax Research, Tax Preparation, SEC filings, US GAAP, Partnership Taxation, Personal Tax Planning, S Corporations, GoSystems, CCH ProSystem fx, Fixed Assets, US Tax, ProSystem fx Tax
Education
Capital University - School of Management 2006 — 2010
B.S., Accounting, Political Science
Capital University Law School 2013 — 2016
Master’s Degree, Tax Law/Taxation, Near Graduation
Nationwide Insurance April 2015 - Present
Nationwide Insurance June 2013 - Present
Cohen & Company November 2012 - May 2013
Cohen & Company October 2011 - November 2012
Ary Roepcke Mulchaey, P.C. January 2010 - October 2011
Skills
Accounting, CPA, Tax, Pass-through Entities, Direct Client..., High Net Worth..., Tax Advisory, Corporate Tax, GAAP, Income Tax, Tax Returns, Tax Accounting, Analysis, Tax Research, Tax Preparation, SEC filings, US GAAP, Partnership Taxation, Personal Tax Planning, S Corporations, GoSystems, CCH ProSystem fx, Fixed Assets, US Tax, ProSystem fx Tax
Education
Capital University - School of Management 2006 — 2010
B.S., Accounting, Political Science
Capital University Law School 2013 — 2016
Master’s Degree, Tax Law/Taxation, Near Graduation
Halston Fernandez Halston Fernandez's Cohen & Company Experience July 2013 - November 2013
Job Audit Staff at Averett Warmus Durkee
Industry Accounting
Experience
Averett Warmus Durkee November 2013 - Present
Cohen & Company July 2013 - November 2013
Cohen & Company January 2012 - July 2013
Pro Line Fence Corporation June 2006 - January 2012
Skills
Accounting, Tax Preparation, QuickBooks, Tax, Tax Returns, Auditing, Income Tax, Microsoft Excel, Financial Accounting, Corporate Tax, Financial Analysis, Financial Reporting, Payroll, Bookkeeping, Fixed Assets, Financial Statements, US GAAP, Internal Controls
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Science, Accounting
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor's degree, Accounting
Florida Gulf Coast University 2008 — 2010
Associate in Arts, Business Administration
Averett Warmus Durkee November 2013 - Present
Cohen & Company July 2013 - November 2013
Cohen & Company January 2012 - July 2013
Pro Line Fence Corporation June 2006 - January 2012
Skills
Accounting, Tax Preparation, QuickBooks, Tax, Tax Returns, Auditing, Income Tax, Microsoft Excel, Financial Accounting, Corporate Tax, Financial Analysis, Financial Reporting, Payroll, Bookkeeping, Fixed Assets, Financial Statements, US GAAP, Internal Controls
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Science, Accounting
University of Central Florida - College of Business Administration 2010 — 2012
Bachelor's degree, Accounting
Florida Gulf Coast University 2008 — 2010
Associate in Arts, Business Administration
Tony Micheli, CPA's Cohen & Company Experience January 2011 - January 2015
Job Director at Hartland
Industry Accounting
Experience
Hartland February 2015 - Present
Cohen & Company January 2011 - January 2015
The Lipson Group 2000 - 2010
Skills
Corporate Tax, Estate Planning, Management, High Net Worth..., CPA, Strategic Planning, Financial Planners, Tax, Tax Accounting, Tax Returns, Income Tax, Tax Advisory, Accounting, Tax Preparation, Financial Accounting, Financial Analysis, GAAP
Education
John Carroll University 1985 — 1989
BSBA, Accounting and Finance
Incarnate Word Academy
Saint Ignatius High School
The Ohio State University
Hartland February 2015 - Present
Cohen & Company January 2011 - January 2015
The Lipson Group 2000 - 2010
Skills
Corporate Tax, Estate Planning, Management, High Net Worth..., CPA, Strategic Planning, Financial Planners, Tax, Tax Accounting, Tax Returns, Income Tax, Tax Advisory, Accounting, Tax Preparation, Financial Accounting, Financial Analysis, GAAP
Education
John Carroll University 1985 — 1989
BSBA, Accounting and Finance
Incarnate Word Academy
Saint Ignatius High School
The Ohio State University
Jenna Andreas Jenna Andreas's Cohen & Company Experience May 2014 - August 2014
Job Accounting & Finance Student at Baldwin Wallace University
Industry Accounting
Experience
EY January 2015 - March 2015
Cohen & Company May 2014 - August 2014
Paradigm Tax Group November 2012 - April 2014
Business Plan Clinic October 2012 - March 2014
Bath & Body Works May 2012 - August 2012
Skills
Critical Thinking, Peachtree, Microsoft Office, Computer Proficiency, Time Management, Microsoft Excel, Microsoft Word, Access, People Skills, Accounting, Leadership, Teamwork, Superior Work Ethic, Dedication to...
Education
Baldwin Wallace University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
Baldwin Wallace University 2011 — 2016
Bachelor of Arts (BA), Finance and Accounting (double major)
Pickerington High School North 2007 — 2011
Honors High School Diploma
EY January 2015 - March 2015
Cohen & Company May 2014 - August 2014
Paradigm Tax Group November 2012 - April 2014
Business Plan Clinic October 2012 - March 2014
Bath & Body Works May 2012 - August 2012
Skills
Critical Thinking, Peachtree, Microsoft Office, Computer Proficiency, Time Management, Microsoft Excel, Microsoft Word, Access, People Skills, Accounting, Leadership, Teamwork, Superior Work Ethic, Dedication to...
Education
Baldwin Wallace University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
Baldwin Wallace University 2011 — 2016
Bachelor of Arts (BA), Finance and Accounting (double major)
Pickerington High School North 2007 — 2011
Honors High School Diploma
Paul Zagorsky Paul Zagorsky's Cohen & Company Experience May 2013 - December 2013
Job Freelance Illustrator
Industry Animation
Experience
Paul Zagorsky May 2014 - Present
Cleveland Natural History Museum November 2013 - May 2014
Cohen & Company May 2013 - December 2013
University Circle Inc. November 2012 - January 2013
Private September 2012 - December 2012
Cleveland Institute of Art May 2011 - December 2011
Skills
Illustrator, Photoshop, Illustration, Concept Development, Digital Painting, Character Animation, Storyboarding, Character Concept Design, InDesign, Art, Children's Books, Digital Illustration, Animation, Visual Arts, Graphic Design, Adobe Creative Suite, Graphics
Education
Cleveland Institute of Art 2010 — 2014
Bachelor’s Degree, Illustration + Animation, Alumni
Paul Zagorsky May 2014 - Present
Cleveland Natural History Museum November 2013 - May 2014
Cohen & Company May 2013 - December 2013
University Circle Inc. November 2012 - January 2013
Private September 2012 - December 2012
Cleveland Institute of Art May 2011 - December 2011
Skills
Illustrator, Photoshop, Illustration, Concept Development, Digital Painting, Character Animation, Storyboarding, Character Concept Design, InDesign, Art, Children's Books, Digital Illustration, Animation, Visual Arts, Graphic Design, Adobe Creative Suite, Graphics
Education
Cleveland Institute of Art 2010 — 2014
Bachelor’s Degree, Illustration + Animation, Alumni
Alex Huth, CPA's Cohen & Company Experience October 2012 - Present
Job Senior Accountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company October 2012 - Present
Kmart Corporation October 2006 - May 2012
Skills
Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Auditing, Accounting, Financial Analysis, Microsoft Office, Financial Accounting, Bookkeeping, Peachtree, New Markets Tax Credits, Audits of Employee...
Education
John Carroll University 2008 — 2012
BSBA, Accounting
Mentor High School
High School
Cohen & Company October 2012 - Present
Kmart Corporation October 2006 - May 2012
Skills
Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Auditing, Accounting, Financial Analysis, Microsoft Office, Financial Accounting, Bookkeeping, Peachtree, New Markets Tax Credits, Audits of Employee...
Education
John Carroll University 2008 — 2012
BSBA, Accounting
Mentor High School
High School
Brian Fiedler Brian Fiedler's Cohen & Company Experience January 2005 - Present
Job Director at Cohen & Company
Industry Accounting
Experience
Cohen & Company January 2005 - Present
Skills
Accounting, Microsoft Excel, US GAAP, Microsoft Word, Research, Consulting
Education
Cleveland State University 2000 — 2005
Bachelors, Accounting
Cohen & Company January 2005 - Present
Skills
Accounting, Microsoft Excel, US GAAP, Microsoft Word, Research, Consulting
Education
Cleveland State University 2000 — 2005
Bachelors, Accounting
Peter Constantino Peter Constantino's Cohen & Company Experience November 2011 - Present
Job Partner at Cohen & Company
Industry Accounting
Experience
Cohen & Company November 2011 - Present
Lake County Small Business Assistance Corp 1999 - 2014
Ciuni & Panichi, Inc., CPA's September 1984 - November 2011
Ciuni & Panichi, Inc. September 1984 - November 2011
Skills
CPA, CMAA, Mergers, Business Development, Management Consulting, S Corporations, Finance, Tax, Financial Analysis, Mergers & Acquisitions, Corporate Tax, Internal Controls, Entrepreneurship, Accounting, Financial Reporting, Consulting, Auditing, Tax Preparation, GAAP
Education
John Carroll University 1980 — 1984
BSBA, Accounting
Cohen & Company November 2011 - Present
Lake County Small Business Assistance Corp 1999 - 2014
Ciuni & Panichi, Inc., CPA's September 1984 - November 2011
Ciuni & Panichi, Inc. September 1984 - November 2011
Skills
CPA, CMAA, Mergers, Business Development, Management Consulting, S Corporations, Finance, Tax, Financial Analysis, Mergers & Acquisitions, Corporate Tax, Internal Controls, Entrepreneurship, Accounting, Financial Reporting, Consulting, Auditing, Tax Preparation, GAAP
Education
John Carroll University 1980 — 1984
BSBA, Accounting
Raphael Licht Raphael Licht's Cohen & Company Experience 2001 - 2006
Job Principal at Indian Harbour Asset Management, LLC
Industry Real Estate
Experience
Indian Harbour Asset Management, LLC January 2015 - Present
RAIT Financial Trust December 2006 - December 2014
Cohen & Company 2001 - 2006
iATMglobal.net Corporation 2000 - 2001
Morgan, Lewis & Bockius LLP 1997 - 2000
Skills
Capital Markets, Asset Management, Real Estate, Corporate Finance, Corporate Governance, Structured Finance, Debt, Corporate Law, Securities, Strategic Planning, Securities Law, Real Estate Finance, Real Estate Economics
Education
Boston College Law School 1993 — 1996
JD, Law
University of Chicago 1986 — 1991
AB, Political Science
Hebrew Academy of Greater Washington 1978 — 1986
Indian Harbour Asset Management, LLC January 2015 - Present
RAIT Financial Trust December 2006 - December 2014
Cohen & Company 2001 - 2006
iATMglobal.net Corporation 2000 - 2001
Morgan, Lewis & Bockius LLP 1997 - 2000
Skills
Capital Markets, Asset Management, Real Estate, Corporate Finance, Corporate Governance, Structured Finance, Debt, Corporate Law, Securities, Strategic Planning, Securities Law, Real Estate Finance, Real Estate Economics
Education
Boston College Law School 1993 — 1996
JD, Law
University of Chicago 1986 — 1991
AB, Political Science
Hebrew Academy of Greater Washington 1978 — 1986
Joe DiFranco's Cohen & Company Experience October 2010 - Present
Job Adjunct Instructor at John Carroll University
Industry Accounting
Experience
Cohen & Company October 2010 - Present
John Carroll University September 2014 - Present
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, CPA, QuickBooks, US GAAP, Internal Controls, Bookkeeping, SEC filings, Microsoft Excel, GAAP, Microsoft Office, Tax Preparation, General Ledger, Microsoft Word
Education
John Carroll University 2010 — 2011
MBA
John Carroll University 2006 — 2010
BSBA
Cohen & Company October 2010 - Present
John Carroll University September 2014 - Present
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, CPA, QuickBooks, US GAAP, Internal Controls, Bookkeeping, SEC filings, Microsoft Excel, GAAP, Microsoft Office, Tax Preparation, General Ledger, Microsoft Word
Education
John Carroll University 2010 — 2011
MBA
John Carroll University 2006 — 2010
BSBA
Tina Dzik's Cohen & Company Experience January 2006 - Present
Job Director at Cohen & Company
Industry Accounting
Experience
Cohen & Company January 2006 - Present
Skills
Accounting, Nonprofits, Financial Reporting, Auditing, CPA, US GAAP, Internal Controls
Education
Baldwin Wallace University 2001 — 2005
BA, MBA, Accounting
Cohen & Company January 2006 - Present
Skills
Accounting, Nonprofits, Financial Reporting, Auditing, CPA, US GAAP, Internal Controls
Education
Baldwin Wallace University 2001 — 2005
BA, MBA, Accounting
Matthew Griswold Matthew Griswold's Cohen & Company Experience September 1999 - January 2007
Job CFO/CCO at Longbow Research
Industry Financial Services
Experience
Longbow Research September 2008 - Present
Cohen Capital Advisors January 2007 - September 2008
Cohen & Company September 1999 - January 2007
Tremco 1998 - 1998
Skills
Accounting, Budgeting, Financial Analysis, Strategic Planning, Tax, Investments, Due Diligence
Education
John Carroll University 1995 — 1999
BSBA, Accounting
Longbow Research September 2008 - Present
Cohen Capital Advisors January 2007 - September 2008
Cohen & Company September 1999 - January 2007
Tremco 1998 - 1998
Skills
Accounting, Budgeting, Financial Analysis, Strategic Planning, Tax, Investments, Due Diligence
Education
John Carroll University 1995 — 1999
BSBA, Accounting
Tony Constantine Tony Constantine's Cohen & Company Experience September 1999 - June 2009
Job Senior Manager at Ciuni & Panichi, Inc.
Industry Accounting
Experience
Ciuni & Panichi, Inc. October 2011 - Present
Ciuni & Panichi, Inc. December 2010 - Present
Pease & Associates, Inc. July 2009 - December 2010
Cohen & Company September 1999 - June 2009
Skills
Tax, CPA, Income Tax, Accounting, Tax Preparation, International Tax, Auditing, Financial Reporting, Internal Controls, GAAP, Bookkeeping, SEC filings, Internal Audit, Investments, Tax Returns, US GAAP, Finance, Corporate Tax, Budgets, Mergers & Acquisitions, Financial Modeling, Assurance, Accounts Payable, Financial Analysis, Cost Accounting, Financial Accounting, Partnership Taxation, Journal Entries, QuickBooks, Account Reconciliation, Fixed Assets, Tax Advisory, Financial Statements, Accounts Receivable, Sarbanes-Oxley Act, General Ledger, Strategic Financial..., External Audit, Cash Flow, S Corporations, Tax Accounting, IFRS, Peachtree, Tax Research, Cash Management, Forensic Accounting, Big 4, Due Diligence, Business Valuation, Accruals
Education
Cleveland State University 1995 — 1999
BBA, Accounting
Mentor HS
The University of Akron
Ciuni & Panichi, Inc. October 2011 - Present
Ciuni & Panichi, Inc. December 2010 - Present
Pease & Associates, Inc. July 2009 - December 2010
Cohen & Company September 1999 - June 2009
Skills
Tax, CPA, Income Tax, Accounting, Tax Preparation, International Tax, Auditing, Financial Reporting, Internal Controls, GAAP, Bookkeeping, SEC filings, Internal Audit, Investments, Tax Returns, US GAAP, Finance, Corporate Tax, Budgets, Mergers & Acquisitions, Financial Modeling, Assurance, Accounts Payable, Financial Analysis, Cost Accounting, Financial Accounting, Partnership Taxation, Journal Entries, QuickBooks, Account Reconciliation, Fixed Assets, Tax Advisory, Financial Statements, Accounts Receivable, Sarbanes-Oxley Act, General Ledger, Strategic Financial..., External Audit, Cash Flow, S Corporations, Tax Accounting, IFRS, Peachtree, Tax Research, Cash Management, Forensic Accounting, Big 4, Due Diligence, Business Valuation, Accruals
Education
Cleveland State University 1995 — 1999
BBA, Accounting
Mentor HS
The University of Akron
Laura Keck, CPA Laura Keck, CPA's Cohen & Company Experience 2010 - 2012
Job Vice President of Finance at Winston Products, LLC
Industry Consumer Goods
Experience
Winston Products LLC January 2012 - Present
Cohen & Company 2010 - 2012
ProfitAbility Accounting, Inc. February 2009 - October 2010
Workflow.com 2007 - 2009
Arthur Andersen & Co. 1998 - 1999
Medimetrix Group 1995 - 1998
Arthur Andersen & Co. 1993 - 1995
Skills
Financial Reporting, CPA, GAAP, Accounting, Leadership, Finance, Mergers & Acquisitions, Account Reconciliation, Budgets, Financial Analysis, Tax, Internal Controls, Cost Accounting, Small Business, US GAAP, Financial Accounting, Corporate Tax, Auditing
Education
Bowling Green State University 1989 — 1993
BSBA, Accounting, Summa Cum Laude
Westlake High School 1985 — 1989
Winston Products LLC January 2012 - Present
Cohen & Company 2010 - 2012
ProfitAbility Accounting, Inc. February 2009 - October 2010
Workflow.com 2007 - 2009
Arthur Andersen & Co. 1998 - 1999
Medimetrix Group 1995 - 1998
Arthur Andersen & Co. 1993 - 1995
Skills
Financial Reporting, CPA, GAAP, Accounting, Leadership, Finance, Mergers & Acquisitions, Account Reconciliation, Budgets, Financial Analysis, Tax, Internal Controls, Cost Accounting, Small Business, US GAAP, Financial Accounting, Corporate Tax, Auditing
Education
Bowling Green State University 1989 — 1993
BSBA, Accounting, Summa Cum Laude
Westlake High School 1985 — 1989
Paul Mark Paul Mark's Cohen & Company Experience September 2009 - June 2010
Job Mutual Fund & Hedge Fund Tax Consultant
Industry Accounting
Experience
Fairview Fund Administration LLC August 2004 - Present
VALUATION FORENSICS, LLC October 2013 - Present
Bentley College May 2007 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - February 2011
Cohen & Company September 2009 - June 2010
Deloitte August 2005 - May 2009
Control Solutions International November 2004 - August 2005
Investors Bank & Trust Company January 1996 - August 2004
Price Waterhouse LLP February 1995 - November 1995
Deloitte & Touche LLP November 1991 - February 1995
Skills
Options, Private Equity, Forwards, Hedge Funds, Securities, Tax, Derivatives, Risk, Mutual Funds, Investment Companies, Asset Management, Investments, Financial Reporting, Compliance, Accounting, Alternative Investments, Audit, SOX, Equities, Portfolio Management, Internal Controls, Auditing, Sarbanes-Oxley Act, Corporate Governance, Internal Audit, Financial Risk, Fixed Income, Asset Managment, Strategic Financial..., Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA
University of Michigan 1986 — 1990
BGS
Fairview Fund Administration LLC August 2004 - Present
VALUATION FORENSICS, LLC October 2013 - Present
Bentley College May 2007 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - February 2011
Cohen & Company September 2009 - June 2010
Deloitte August 2005 - May 2009
Control Solutions International November 2004 - August 2005
Investors Bank & Trust Company January 1996 - August 2004
Price Waterhouse LLP February 1995 - November 1995
Deloitte & Touche LLP November 1991 - February 1995
Skills
Options, Private Equity, Forwards, Hedge Funds, Securities, Tax, Derivatives, Risk, Mutual Funds, Investment Companies, Asset Management, Investments, Financial Reporting, Compliance, Accounting, Alternative Investments, Audit, SOX, Equities, Portfolio Management, Internal Controls, Auditing, Sarbanes-Oxley Act, Corporate Governance, Internal Audit, Financial Risk, Fixed Income, Asset Managment, Strategic Financial..., Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA
University of Michigan 1986 — 1990
BGS
Eric Merkys Eric Merkys's Cohen & Company Experience May 2010 - July 2012
Job Director of Product Management TMS at Descartes Systems Group
Industry Information Technology and Services
Experience
Descartes Systems Group July 2012 - Present
BearWare Inc. July 2012 - July 2015
Cohen & Company May 2010 - July 2012
Blue Sky RV Insurance February 2008 - May 2010
Stahls' Transfer Express December 2006 - February 2008
Brulant March 2006 - December 2006
National Interstate Insurance Company 2003 - 2006
Skills
Microsoft SQL Server, Web Services, SQL, Visio, HTML, Web Development, Project Management, System Administration, Process Improvement, ASP.NET, C#, XML, VB.NET, JavaScript, .NET, IIS, Agile Methodologies
Education
Cleveland State University
Bachelor's Degree, Computer and Information Science
Descartes Systems Group July 2012 - Present
BearWare Inc. July 2012 - July 2015
Cohen & Company May 2010 - July 2012
Blue Sky RV Insurance February 2008 - May 2010
Stahls' Transfer Express December 2006 - February 2008
Brulant March 2006 - December 2006
National Interstate Insurance Company 2003 - 2006
Skills
Microsoft SQL Server, Web Services, SQL, Visio, HTML, Web Development, Project Management, System Administration, Process Improvement, ASP.NET, C#, XML, VB.NET, JavaScript, .NET, IIS, Agile Methodologies
Education
Cleveland State University
Bachelor's Degree, Computer and Information Science
Chris Tzankov Chris Tzankov's Cohen & Company Experience May 2002 - May 2007
Job Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2014 - Present
Houlihan Lokey July 2010 - February 2014
Red Pine Advisors April 2008 - June 2010
Cohen & Company May 2002 - May 2007
JP Morgan July 2000 - July 2001
BLOOMBERG, LP June 1997 - June 2000
Skills
Valuation, Investment Banking, Equities, Portfolio Management, Investments, Bloomberg, Securities, Equity Research, Finance, Structured Products, Banking, Series 7
Education
Wabash College 1993 — 1997
B.A., Economics / German
Humboldt University of Berlin 1995 — 1996
Semester Abroad, Economics, Literature, History
Alvarez & Marsal March 2014 - Present
Houlihan Lokey July 2010 - February 2014
Red Pine Advisors April 2008 - June 2010
Cohen & Company May 2002 - May 2007
JP Morgan July 2000 - July 2001
BLOOMBERG, LP June 1997 - June 2000
Skills
Valuation, Investment Banking, Equities, Portfolio Management, Investments, Bloomberg, Securities, Equity Research, Finance, Structured Products, Banking, Series 7
Education
Wabash College 1993 — 1997
B.A., Economics / German
Humboldt University of Berlin 1995 — 1996
Semester Abroad, Economics, Literature, History
Becky Simmons Becky Simmons's Cohen & Company Experience February 2015 - Present
Job Senior Accountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company February 2015 - Present
Cohen & Company August 2012 - February 2015
Education
The University of Akron 2012 — 2013
Master's degree, Taxation
Case Western Reserve University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Cohen & Company February 2015 - Present
Cohen & Company August 2012 - February 2015
Education
The University of Akron 2012 — 2013
Master's degree, Taxation
Case Western Reserve University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Kelly Cohen Kelly Cohen's Cohen & Company Experience March 2011 - Present
Job Real Estate Management Professional
Industry Real Estate
Experience
Cohen & Company March 2011 - Present
VisualTour 2004 - 2010
PerfectLaw Software/Executive Data Systems, Inc. April 2000 - December 2004
CompUSA January 1997 - April 2000
Skills
Selling, Real Estate, Lead Generation, Sales, Negotiation, Sales Management, Account Management, CRM, Customer Service, Cold Calling, Marketing, Management, Property Management, Online Marketing, Investment Properties, New Business Development, Marketing Strategy, Strategic Planning, Customer Retention, Leadership, Listings, Contract Negotiation, Team Building, Training, Sellers, Social Media Marketing, Advertising, B2B, Social Media, Business Development, Sales Operations, Solution Selling, Email Marketing, Sales Process, Direct Sales, Forecasting, SaaS, Rentals, Advertising Sales, Relocation, Online Advertising, Single Family Homes, Social Networking, Team Leadership, Strategy, Real Property
Education
Florida International University - College of Business
Bachelors, MIS
Westchester Community College
Associates in Science, Business-Accounting
Cohen & Company March 2011 - Present
VisualTour 2004 - 2010
PerfectLaw Software/Executive Data Systems, Inc. April 2000 - December 2004
CompUSA January 1997 - April 2000
Skills
Selling, Real Estate, Lead Generation, Sales, Negotiation, Sales Management, Account Management, CRM, Customer Service, Cold Calling, Marketing, Management, Property Management, Online Marketing, Investment Properties, New Business Development, Marketing Strategy, Strategic Planning, Customer Retention, Leadership, Listings, Contract Negotiation, Team Building, Training, Sellers, Social Media Marketing, Advertising, B2B, Social Media, Business Development, Sales Operations, Solution Selling, Email Marketing, Sales Process, Direct Sales, Forecasting, SaaS, Rentals, Advertising Sales, Relocation, Online Advertising, Single Family Homes, Social Networking, Team Leadership, Strategy, Real Property
Education
Florida International University - College of Business
Bachelors, MIS
Westchester Community College
Associates in Science, Business-Accounting
Diane Beatty Diane Beatty's Cohen & Company Experience January 2006 - March 2013
Job Learning & Development, Software Implementation, Project Management
Industry Computer Software
Experience
Medical Mutual February 2015 - Present
OnShift May 2013 - November 2014
Cohen & Company January 2006 - March 2013
Ernst & Young September 2003 - October 2005
Skills
Business Analysis, Project Management, Microsoft Office, SaaS, Software Documentation, Process Improvement, Software Implementation, Microsoft Excel, Computer Software..., Adult Learning..., Manage Client..., Troubleshooting, Instructional Design, Data Analysis, Department Budgeting, Account Management, Product Adoption, Customer Service, Software Quality Control, Instructor-led Training, New Hire Orientations, Hands-on Training, Needs Analysis, Educational Assessment, Multi Tasking, Peer Mentoring, Salesforce.com, Microsoft CRM, Camtasia, Captivate, WebEx, GoToMeeting, Live Meeting, Adobe Connect, Adobe Acrobat, SnagIt, New Hire Training, New Hire Processes, Webinars, Presentation Development, Event Management, End User Training, Vendor Relationships, Talent Management, SharePoint, Technical Documentation, Reporting & Analysis, Problem Solving, CRM
Education
Cleveland State University 1995 — 2001
Bachelor of Science (B.S.), Psychology; Middle Childhood Education, 4.0 GPA
Mercyhurst College 1992 — 1994
4.0 GPA
Medical Mutual February 2015 - Present
OnShift May 2013 - November 2014
Cohen & Company January 2006 - March 2013
Ernst & Young September 2003 - October 2005
Skills
Business Analysis, Project Management, Microsoft Office, SaaS, Software Documentation, Process Improvement, Software Implementation, Microsoft Excel, Computer Software..., Adult Learning..., Manage Client..., Troubleshooting, Instructional Design, Data Analysis, Department Budgeting, Account Management, Product Adoption, Customer Service, Software Quality Control, Instructor-led Training, New Hire Orientations, Hands-on Training, Needs Analysis, Educational Assessment, Multi Tasking, Peer Mentoring, Salesforce.com, Microsoft CRM, Camtasia, Captivate, WebEx, GoToMeeting, Live Meeting, Adobe Connect, Adobe Acrobat, SnagIt, New Hire Training, New Hire Processes, Webinars, Presentation Development, Event Management, End User Training, Vendor Relationships, Talent Management, SharePoint, Technical Documentation, Reporting & Analysis, Problem Solving, CRM
Education
Cleveland State University 1995 — 2001
Bachelor of Science (B.S.), Psychology; Middle Childhood Education, 4.0 GPA
Mercyhurst College 1992 — 1994
4.0 GPA
Justin S. Thomas Justin S. Thomas's Cohen & Company Experience August 2014 - Present
Job Partner Transaction Services at Cohen & Company
Industry Accounting
Experience
Cohen & Company August 2014 - Present
PricewaterhouseCoopers September 2001 - August 2014
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Strategy, Finance, Divestitures, Accounting, Acquisitions, Working Capital..., Financial Analysis, Financial Modeling
Education
Case Western Reserve University 1996 — 2001
BS, Accountancy
Case Western Reserve University - Weatherhead School of Management 1996 — 2001
M. Acc, Accountancy
Cohen & Company August 2014 - Present
PricewaterhouseCoopers September 2001 - August 2014
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Strategy, Finance, Divestitures, Accounting, Acquisitions, Working Capital..., Financial Analysis, Financial Modeling
Education
Case Western Reserve University 1996 — 2001
BS, Accountancy
Case Western Reserve University - Weatherhead School of Management 1996 — 2001
M. Acc, Accountancy
Jamie Ferline Jamie Ferline's Cohen & Company Experience October 2011 - Present
Job Staff Accountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company October 2011 - Present
Grant Thornton LLP October 2010 - September 2011
Grant Thornton LLP January 2009 - April 2009
Corwin and Jenkins CPAs February 2007 - December 2008
Skills
Accounting, GAAP, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, General Ledger, QuickBooks, Internal Audit, Financial Statements
Education
John Carroll University 2007 — 2010
Bachelor of Science in Business Administration, Accountancy
Cohen & Company October 2011 - Present
Grant Thornton LLP October 2010 - September 2011
Grant Thornton LLP January 2009 - April 2009
Corwin and Jenkins CPAs February 2007 - December 2008
Skills
Accounting, GAAP, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, General Ledger, QuickBooks, Internal Audit, Financial Statements
Education
John Carroll University 2007 — 2010
Bachelor of Science in Business Administration, Accountancy
Dina Abu-jawdeh's Cohen & Company Experience April 2009 - October 2010
Job Business Development
Industry Financial Services
Experience
Self Help Africa April 2011 - January 2014
Cohen & Company April 2009 - October 2010
JPMorgan Chase July 2005 - March 2009
JPMorgan Chase June 2003 - July 2005
JPMorgan Chase July 2001 - June 2003
Skills
Business Development, Management, Strategic Planning, Marketing, Fundraising, Equities, New Business Development, Portfolio Management, Sales, Event Management, Trading, Training, Product Development, Options, Accounting
Education
BENTLEY COLLEGE 1996 — 2000
BS, Finance
Bentley University 1996 — 2000
BS, Finance
Self Help Africa April 2011 - January 2014
Cohen & Company April 2009 - October 2010
JPMorgan Chase July 2005 - March 2009
JPMorgan Chase June 2003 - July 2005
JPMorgan Chase July 2001 - June 2003
Skills
Business Development, Management, Strategic Planning, Marketing, Fundraising, Equities, New Business Development, Portfolio Management, Sales, Event Management, Trading, Training, Product Development, Options, Accounting
Education
BENTLEY COLLEGE 1996 — 2000
BS, Finance
Bentley University 1996 — 2000
BS, Finance
Ted Mueller Ted Mueller's Cohen & Company Experience August 2012 - June 2013
Job Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture April 2014 - Present
MatlinPatterson July 2013 - April 2014
Cohen & Company August 2012 - June 2013
GE January 2011 - December 2011
RPM Pizza, LLC June 2010 - August 2010
Skills
Accounting, Finance, Leadership, Microsoft Excel, Marketing, Financial Analysis, Management, Account Reconciliation, Hedge Funds, Client Relations Skills, Data Analysis, Financial Modeling, Auditing, Financial Reporting, Project Management
Education
Case Western Reserve University 2009 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 4.0 Summa Cum Laude
Cleveland State University 2012 — 2012
Accounting, 4.0
University of Virginia 2012 — 2012
Semester at Sea Program
Accenture April 2014 - Present
MatlinPatterson July 2013 - April 2014
Cohen & Company August 2012 - June 2013
GE January 2011 - December 2011
RPM Pizza, LLC June 2010 - August 2010
Skills
Accounting, Finance, Leadership, Microsoft Excel, Marketing, Financial Analysis, Management, Account Reconciliation, Hedge Funds, Client Relations Skills, Data Analysis, Financial Modeling, Auditing, Financial Reporting, Project Management
Education
Case Western Reserve University 2009 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 4.0 Summa Cum Laude
Cleveland State University 2012 — 2012
Accounting, 4.0
University of Virginia 2012 — 2012
Semester at Sea Program
Michael Dolezal CPA Michael Dolezal CPA's Cohen & Company Experience 2003 - 2005
Job Certified Public Accountant and Real Estate Advisor
Industry Accounting
Experience
Michael Dolezal & Co, CPAs December 2006 - Present
Michael Dolezal & Co. CPAs December 2006 - Present
Green Bridge Real Estate June 2012 - Present
MD Realty, Ltd 2008 - June 2012
Innovest Capital May 2005 - December 2006
Cohen & Company 2003 - 2005
Hausser + Taylor 2001 - 2003
American Tax and Business Service 2001 - 2003
Skills
Accounting, Tax Deferred Exchanges, Tax, Real Estate, Investment Properties, Finance, Commercial Real Estate, Financial Analysis, Budget, Financial Reporting, Strategic Financial..., Investments, QuickBooks, Construction, Strategic Planning, Real Estate Transactions, Mergers, Mergers & Acquisitions, Due Diligence
Education
Cleveland State University 2002 — 2004
Graduate Certificate in Real Estate Development and Finance, Real Estate Development
Kent State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Tiffin University 1996 — 1997
Accounting
Michael Dolezal & Co, CPAs December 2006 - Present
Michael Dolezal & Co. CPAs December 2006 - Present
Green Bridge Real Estate June 2012 - Present
MD Realty, Ltd 2008 - June 2012
Innovest Capital May 2005 - December 2006
Cohen & Company 2003 - 2005
Hausser + Taylor 2001 - 2003
American Tax and Business Service 2001 - 2003
Skills
Accounting, Tax Deferred Exchanges, Tax, Real Estate, Investment Properties, Finance, Commercial Real Estate, Financial Analysis, Budget, Financial Reporting, Strategic Financial..., Investments, QuickBooks, Construction, Strategic Planning, Real Estate Transactions, Mergers, Mergers & Acquisitions, Due Diligence
Education
Cleveland State University 2002 — 2004
Graduate Certificate in Real Estate Development and Finance, Real Estate Development
Kent State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Tiffin University 1996 — 1997
Accounting
Jennifer Tapia Jennifer Tapia's Cohen & Company Experience December 2002 - Present
Job Senior Tax Manager at Cohen & Company
Industry Accounting
Experience
Cohen & Company December 2002 - Present
Education
Bowling Green State University 1997 — 2002
Master's of Accountancy, Accounting
Cohen & Company December 2002 - Present
Education
Bowling Green State University 1997 — 2002
Master's of Accountancy, Accounting
Lars Norell Lars Norell's Cohen & Company Experience 2006 - 2009
Job Managing Partner at Altus Power Management, LLC
Industry Renewables & Environment
Experience
Altus Power Management, LLC April 2009 - Present
Sound Solar Systems March 2009 - Present
Cohen & Company 2006 - 2009
Merrill Lynch 2003 - 2006
Credit Suisse 1999 - 2003
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Education
University of Virginia School of Law 1995 — 1998
Juris Doctor
Babson College 1995 — 1995
Finance
University of Southern Europe 1993 — 1995
BsBA, Finance
Krusboda
Altus Power Management, LLC April 2009 - Present
Sound Solar Systems March 2009 - Present
Cohen & Company 2006 - 2009
Merrill Lynch 2003 - 2006
Credit Suisse 1999 - 2003
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Education
University of Virginia School of Law 1995 — 1998
Juris Doctor
Babson College 1995 — 1995
Finance
University of Southern Europe 1993 — 1995
BsBA, Finance
Krusboda
Kevin Noss Kevin Noss's Cohen & Company Experience 1996 - 2005
Job CPA
Industry Accounting
Experience
Service 1st Payroll October 2009 - Present
Elek & Noss CPA's 2006 - Present
Cohen & Company 1996 - 2005
Skills
Accounting, CPA, Income Tax, Tax, Corporate Tax, Tax Preparation, Financial Analysis, Financial Reporting, GAAP, Tax Accounting, Tax Returns, SEC filings, General Ledger, Payroll
Education
Cleveland State University 2000 — 2002
Masters of Accounting/Taxation, Tax
University of Toledo 1992 — 1996
Bachelors of Business Administration, Accounting
Service 1st Payroll October 2009 - Present
Elek & Noss CPA's 2006 - Present
Cohen & Company 1996 - 2005
Skills
Accounting, CPA, Income Tax, Tax, Corporate Tax, Tax Preparation, Financial Analysis, Financial Reporting, GAAP, Tax Accounting, Tax Returns, SEC filings, General Ledger, Payroll
Education
Cleveland State University 2000 — 2002
Masters of Accounting/Taxation, Tax
University of Toledo 1992 — 1996
Bachelors of Business Administration, Accounting
Chris MacLaren, CPA's Cohen & Company Experience November 2010 - Present
Job Senior Manager at Cohen Fund Audit Services
Industry Accounting
Experience
Cohen Fund Audit Services November 2010 - Present
Cohen & Company November 2010 - Present
Skoda Minotti November 2004 - October 2010
Skills
GAAP, Management, Accounting, Financial Services, Financial Accounting, Financial Statements, US GAAP, Insurance, Financial Reporting, Finance, Internal Controls, Due Diligence, Private Equity, Equities, Investments, Auditing
Education
Cleveland State University 2002 — 2004
Master of Accountancy, Accounting and Audit
Wittenberg University 1996 — 2000
BA, Economics
The University of Stirling 1998 — 1999
Economics
Park Tudor 1990 — 1996
Cohen Fund Audit Services November 2010 - Present
Cohen & Company November 2010 - Present
Skoda Minotti November 2004 - October 2010
Skills
GAAP, Management, Accounting, Financial Services, Financial Accounting, Financial Statements, US GAAP, Insurance, Financial Reporting, Finance, Internal Controls, Due Diligence, Private Equity, Equities, Investments, Auditing
Education
Cleveland State University 2002 — 2004
Master of Accountancy, Accounting and Audit
Wittenberg University 1996 — 2000
BA, Economics
The University of Stirling 1998 — 1999
Economics
Park Tudor 1990 — 1996
Michael DeVries Michael DeVries's Cohen & Company Experience December 2011 - July 2014
Job Senior Accountant at Card, Palmer, Sibbison & Co.
Industry Accounting
Experience
Card, Palmer, Sibbison & Co. July 2014 - Present
Cohen & Company December 2011 - July 2014
Geek Squad August 2006 - January 2012
Servo Systems Inc June 2004 - December 2010
The Ridge Tool Company May 2006 - August 2006
Skills
US GAAP, Accounting, Auditing, CCH ProSystem fx, Microsoft Excel, Microsoft Word, Microsoft Office, Construction Accounting, Financial Audits, Audits of Employee..., Financial Statement..., Consolidated Financial..., Financial Accounting, QuickBooks, Customer Satisfaction, Tax Preparation, Financial Analysis
Education
Cleveland State University 2009 — 2011
Bachelor of Business Administration, Accounting and Finance
University of Toledo 2004 — 2009
Electrical Engineering
St. Edward High School 2001 — 2004
High School
Card, Palmer, Sibbison & Co. July 2014 - Present
Cohen & Company December 2011 - July 2014
Geek Squad August 2006 - January 2012
Servo Systems Inc June 2004 - December 2010
The Ridge Tool Company May 2006 - August 2006
Skills
US GAAP, Accounting, Auditing, CCH ProSystem fx, Microsoft Excel, Microsoft Word, Microsoft Office, Construction Accounting, Financial Audits, Audits of Employee..., Financial Statement..., Consolidated Financial..., Financial Accounting, QuickBooks, Customer Satisfaction, Tax Preparation, Financial Analysis
Education
Cleveland State University 2009 — 2011
Bachelor of Business Administration, Accounting and Finance
University of Toledo 2004 — 2009
Electrical Engineering
St. Edward High School 2001 — 2004
High School
Neal Kaluza Neal Kaluza's Cohen & Company Experience March 2007 - Present
Job IT Intern at Cohen & Company
Industry Information Technology and Services
Experience
Cohen & Company March 2007 - Present
Andrews School December 2006 - March 2007
Education
Cleveland State University 2006 — 2009
Information Systems
Lakeland Community College 2004 — 2006
Associates of Arts
Cohen & Company March 2007 - Present
Andrews School December 2006 - March 2007
Education
Cleveland State University 2006 — 2009
Information Systems
Lakeland Community College 2004 — 2006
Associates of Arts
Katey Vanderwyst, CPA Katey Vanderwyst, CPA's Cohen & Company Experience December 2010 - November 2012
Job Accounting Manager at Winston Products, LLC
Industry Accounting
Experience
Winston Products, LLC November 2012 - Present
Cohen & Company December 2010 - November 2012
Cohen & Company October 2009 - December 2010
Cohen & Company May 2007 - April 2009
Skills
Tax Return Preparation, Tax Return Review, Microsoft Excel, Tax Research, Recruiting, Tax Planning, Microsoft Office, CCH ProSystem fx, CCH Intelliconnect, RIA, GoSystems
Education
Baldwin Wallace University 2005 — 2009
BA Arts, Major: Accounting; Minor: Finance
York St. John University 2007 — 2007
Study Abroad Program
Winston Products, LLC November 2012 - Present
Cohen & Company December 2010 - November 2012
Cohen & Company October 2009 - December 2010
Cohen & Company May 2007 - April 2009
Skills
Tax Return Preparation, Tax Return Review, Microsoft Excel, Tax Research, Recruiting, Tax Planning, Microsoft Office, CCH ProSystem fx, CCH Intelliconnect, RIA, GoSystems
Education
Baldwin Wallace University 2005 — 2009
BA Arts, Major: Accounting; Minor: Finance
York St. John University 2007 — 2007
Study Abroad Program
Monica Wright, CPA Monica Wright, CPA's Cohen & Company Experience September 2003 - June 2005
Job at
Industry Plastics
Experience
Shiloh Industries September 2015 - Present
Eckart America September 2013 - September 2015
Myers Industries August 2010 - September 2013
Forest City Enterprises November 2009 - August 2010
Forest City Enterprises July 2006 - November 2009
Forest City Enterprises June 2005 - July 2006
Cohen & Company September 2003 - June 2005
Skills
Accounting, SAP R/3, Hyperion Enterprise, Microsoft Office, Financial Reporting, SEC reporting, CPA, General Ledger, Internal Controls, GAAP, SEC filings
Education
Bowling Green State University 2002 — 2003
MAcc, Financial Reporting
Marietta College 1998 — 2002
Bachelor of Arts (B.A.), Accounting
Shiloh Industries September 2015 - Present
Eckart America September 2013 - September 2015
Myers Industries August 2010 - September 2013
Forest City Enterprises November 2009 - August 2010
Forest City Enterprises July 2006 - November 2009
Forest City Enterprises June 2005 - July 2006
Cohen & Company September 2003 - June 2005
Skills
Accounting, SAP R/3, Hyperion Enterprise, Microsoft Office, Financial Reporting, SEC reporting, CPA, General Ledger, Internal Controls, GAAP, SEC filings
Education
Bowling Green State University 2002 — 2003
MAcc, Financial Reporting
Marietta College 1998 — 2002
Bachelor of Arts (B.A.), Accounting
Jeffrey Rossman Jeffrey Rossman's Cohen & Company Experience January 2014 - Present
Job Cohen & Company
Industry Accounting
Experience
Cohen & Company January 2014 - Present
Delaware North Companies May 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, C, HTML, Java, Payroll, Accounts Payable, Budgets
Education
Cleveland State University 2012 — 2013
Accounting
John Carroll University 2009 — 2013
Accounting
Villa Angela-St. Joseph High School 2004 — 2008
Cohen & Company January 2014 - Present
Delaware North Companies May 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, C++, Social Media, C, HTML, Java, Payroll, Accounts Payable, Budgets
Education
Cleveland State University 2012 — 2013
Accounting
John Carroll University 2009 — 2013
Accounting
Villa Angela-St. Joseph High School 2004 — 2008
Michelle Kolk Michelle Kolk's Cohen & Company Experience June 2013 - August 2013
Job Marketing Communications Associate at Lake Erie College
Industry Marketing and Advertising
Experience
Lake Erie College September 2014 - June 2015
Cohen & Company June 2013 - August 2013
BiteBuster LLC June 2012 - August 2012
The Kopper Popper 2008 - 2012
Greater Akron Chamber June 2011 - August 2011
JWT Action June 2010 - August 2010
Skills
Communication Skills, Editing, Social Networking, Writing, Social Media, Marketing Communications, Marketing, Social Media Marketing, Copywriting, Communication, Microsoft Word, Press Releases, Microsoft Office, PowerPoint, Event Planning, Research
Education
John Carroll University 2015 — 2017
Master of Arts (M.A.), Communications Management (Public Relations)
The College of Wooster 2010 — 2014
Bachelor of Arts (BA), Communication Studies and Sociology, summa cum laude
Goldsmiths College, U. of London 2013 — 2013
Communication and Media Studies
Kent State University 2009 — 2010
Post-Secondary Studies
Copley High School 2006 — 2010
High School Diploma, Honors
Lake Erie College September 2014 - June 2015
Cohen & Company June 2013 - August 2013
BiteBuster LLC June 2012 - August 2012
The Kopper Popper 2008 - 2012
Greater Akron Chamber June 2011 - August 2011
JWT Action June 2010 - August 2010
Skills
Communication Skills, Editing, Social Networking, Writing, Social Media, Marketing Communications, Marketing, Social Media Marketing, Copywriting, Communication, Microsoft Word, Press Releases, Microsoft Office, PowerPoint, Event Planning, Research
Education
John Carroll University 2015 — 2017
Master of Arts (M.A.), Communications Management (Public Relations)
The College of Wooster 2010 — 2014
Bachelor of Arts (BA), Communication Studies and Sociology, summa cum laude
Goldsmiths College, U. of London 2013 — 2013
Communication and Media Studies
Kent State University 2009 — 2010
Post-Secondary Studies
Copley High School 2006 — 2010
High School Diploma, Honors
Vincenzo Fini Vincenzo Fini's Cohen & Company Experience 1981 - 1984
Job CPA at Weinstein & Anastasio, PC
Industry Accounting
Experience
Whittlesey & Hadley, P.C. (formerly Weinstein & Anastasio, P.C.) 1984 - Present
Cohen & Company 1981 - 1984
Skills
Construction, High Net Worth..., Distributors, Manufacturing Companies, Tax Preparation, Income Tax, Auditing, Tax Returns, CPA, Tax, Manufacturing, Accounting, Tax Accounting, Access, Corporate Tax, Business, Budgets, Tax Research, Real Estate, Sales Tax, S Corporations, Partnership Taxation, Financial Reporting, Financial Analysis
Education
Cleveland State University 1977 — 1981
BBA, Accounting
Whittlesey & Hadley, P.C. (formerly Weinstein & Anastasio, P.C.) 1984 - Present
Cohen & Company 1981 - 1984
Skills
Construction, High Net Worth..., Distributors, Manufacturing Companies, Tax Preparation, Income Tax, Auditing, Tax Returns, CPA, Tax, Manufacturing, Accounting, Tax Accounting, Access, Corporate Tax, Business, Budgets, Tax Research, Real Estate, Sales Tax, S Corporations, Partnership Taxation, Financial Reporting, Financial Analysis
Education
Cleveland State University 1977 — 1981
BBA, Accounting
Robert Grimm Robert Grimm's Cohen & Company Experience January 2007 - July 2007
Job
Industry Computer Software
Experience
Werner Enterprises May 2014 - Present
Union Pacific Railroad December 2012 - June 2014
Xpanxion April 2011 - December 2012
Zhejiang University September 2009 - December 2009
Cohen & Company January 2007 - July 2007
Skills
Java, JavaScript, Swift, SQL, Spring Framework, Software Development, Mobile Application..., Spring Boot, Emacs, Android Development, iOS Development, RESTful architecture, Programming, Perl, C, C++, C#, Web Services, Visual Studio, Microsoft Office, Bash, VB.NET, OOP, Scrum, Ubuntu, Mandarin, Software Engineering, Quality Center, HTML, Linux, Node.js, Lua, .NET, Selenium, Defect Tracking, Xen, KVM, Linux Internals, Visual Basic, Teamwork, English, Asian Studies, Chinese, China, Scripting, Object Oriented Design, Windows, Automated Testing, Test Automation, Git
Education
Austin College 2007 — 2010
B.A.
Fullerton College 2008 — 2008
Zhejiang University 2009 — 2010
Werner Enterprises May 2014 - Present
Union Pacific Railroad December 2012 - June 2014
Xpanxion April 2011 - December 2012
Zhejiang University September 2009 - December 2009
Cohen & Company January 2007 - July 2007
Skills
Java, JavaScript, Swift, SQL, Spring Framework, Software Development, Mobile Application..., Spring Boot, Emacs, Android Development, iOS Development, RESTful architecture, Programming, Perl, C, C++, C#, Web Services, Visual Studio, Microsoft Office, Bash, VB.NET, OOP, Scrum, Ubuntu, Mandarin, Software Engineering, Quality Center, HTML, Linux, Node.js, Lua, .NET, Selenium, Defect Tracking, Xen, KVM, Linux Internals, Visual Basic, Teamwork, English, Asian Studies, Chinese, China, Scripting, Object Oriented Design, Windows, Automated Testing, Test Automation, Git
Education
Austin College 2007 — 2010
B.A.
Fullerton College 2008 — 2008
Zhejiang University 2009 — 2010
Alexandra Turnea Alexandra Turnea's Cohen & Company Experience May 2015 - Present
Job Ambitious Intern at Cohen Fund Audit Services
Industry Accounting
Experience
Cohen & Company May 2015 - Present
Ohio Northern University September 2013 - Present
Chipotle Mexican Grill June 2014 - May 2015
The HELP Foundation May 2013 - August 2014
Mr. Hero April 2012 - May 2014
Skills
Accounting, Customer Service, Customer Satisfaction, Microsoft Word, Microsoft Excel, Communication, Team Leadership, Organizational..., Committment, Passion for Helping..., Analysis, Teamwork, PowerPoint, Data Analysis, Public Speaking, Leadership, Time Management
Education
Ohio Northern University - Master of Professional Practice in Accounting 2015 — 2016
Master of Professional Practice in Accounting, Accounting
Ohio Northern University 2012 — 2015
Bachelor of Business Administration (BBA), Accounting, Graduate
Cuyahoga Community College 2013 — 2015
Bachelor of Business Administration (BBA)
Brunswick High School 2008 — 2012
Honor's Diploma, General Studies, Graduate
Cohen & Company May 2015 - Present
Ohio Northern University September 2013 - Present
Chipotle Mexican Grill June 2014 - May 2015
The HELP Foundation May 2013 - August 2014
Mr. Hero April 2012 - May 2014
Skills
Accounting, Customer Service, Customer Satisfaction, Microsoft Word, Microsoft Excel, Communication, Team Leadership, Organizational..., Committment, Passion for Helping..., Analysis, Teamwork, PowerPoint, Data Analysis, Public Speaking, Leadership, Time Management
Education
Ohio Northern University - Master of Professional Practice in Accounting 2015 — 2016
Master of Professional Practice in Accounting, Accounting
Ohio Northern University 2012 — 2015
Bachelor of Business Administration (BBA), Accounting, Graduate
Cuyahoga Community College 2013 — 2015
Bachelor of Business Administration (BBA)
Brunswick High School 2008 — 2012
Honor's Diploma, General Studies, Graduate
Benjamin Pruett Benjamin Pruett's Cohen & Company Experience January 2013 - June 2014
Job Tax Accountant at Card, Palmer, Sibbison & Co.
Industry Accounting
Experience
Card, Palmer, Sibbison & Co. September 2014 - Present
Cohen & Company January 2013 - June 2014
Internal Revenue Service, Office of Chief Counsel August 2012 - December 2012
Robert J. Fedor, Esq., LLC February 2012 - August 2012
Probate Court of Cuyahoga County January 2012 - May 2012
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Courts, Tax Law, Appeals, Legal Issues, Tax, Trusts, Mergers & Acquisitions, International Tax..., State Tax, Affordable Care Act, Partnership Taxation, Tax Research, Estate Planning, Corporate Law
Education
The University of Akron 2013 — 2014
Master of Taxation
Cleveland State University 2010 — 2012
Juris Doctor
Arizona State University
Bachelor of Arts (B.A.)
Card, Palmer, Sibbison & Co. September 2014 - Present
Cohen & Company January 2013 - June 2014
Internal Revenue Service, Office of Chief Counsel August 2012 - December 2012
Robert J. Fedor, Esq., LLC February 2012 - August 2012
Probate Court of Cuyahoga County January 2012 - May 2012
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Courts, Tax Law, Appeals, Legal Issues, Tax, Trusts, Mergers & Acquisitions, International Tax..., State Tax, Affordable Care Act, Partnership Taxation, Tax Research, Estate Planning, Corporate Law
Education
The University of Akron 2013 — 2014
Master of Taxation
Cleveland State University 2010 — 2012
Juris Doctor
Arizona State University
Bachelor of Arts (B.A.)
Angel Washington, MBA,CPC Angel Washington, MBA,CPC's Cohen & Company Experience October 2011 - January 2013
Job Independent Business Owner
Industry Hospital & Health Care
Experience
Bryant & Stratton College April 2015 - Present
Consult 2 Code, LLC 2008 - Present
Centers for Dialysis Care April 2009 - July 2014
Cohen & Company October 2011 - January 2013
Planned Parenthood of Greater Ohio 2006 - 2009
Cleveland Clinic 2003 - 2006
Cleveland Institute of Dental and Medical Assistants 2001 - 2003
MediQuant Inc. 1999 - 2001
Source Healthcare Management 1998 - 1999
Cleveland Clinic 1996 - 1998
Skills
EMR, Healthcare Information..., Process Improvement, EHR, Strategic Planning, Data Analysis, Medicaid, Customer Service, Microsoft Excel, Project Management, Health Insurance, Payroll, Microsoft Word, Budgets, Microsoft Office, Public Speaking, Access, Medical Coding, Physician Relations, Insurance, Revenue Cycle, Accounts Receivable, Practice Management, Healthcare Consulting, Revenue Cycle Management, Leadership, Epic Systems, Physicians, Invoicing, Management, Medical Records, Medical Terminology, Healthcare Industry, Healthcare Reimbursement, Quality Improvement, CPT, ICD-9, Health Policy, Healthcare Management, Healthcare, Hospitals, Medical Billing, HIPAA, Managed Care
Education
Walden University 2012 — 2016
Doctor of Philosophy (Ph.D.), Public Health - Concentration in Community Health Education
American InterContinental University 2006 — 2007
Master of Business Administration (MBA), Healthcare Administration
American InterContinental University 2005 — 2006
Bachelor of Business Administration (BBA), Healthcare Administration
Washington and Jefferson College 1992 — 1995
Biology, General
Villa Angela-St.Joseph 1988 — 1992
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bryant & Stratton College April 2015 - Present
Consult 2 Code, LLC 2008 - Present
Centers for Dialysis Care April 2009 - July 2014
Cohen & Company October 2011 - January 2013
Planned Parenthood of Greater Ohio 2006 - 2009
Cleveland Clinic 2003 - 2006
Cleveland Institute of Dental and Medical Assistants 2001 - 2003
MediQuant Inc. 1999 - 2001
Source Healthcare Management 1998 - 1999
Cleveland Clinic 1996 - 1998
Skills
EMR, Healthcare Information..., Process Improvement, EHR, Strategic Planning, Data Analysis, Medicaid, Customer Service, Microsoft Excel, Project Management, Health Insurance, Payroll, Microsoft Word, Budgets, Microsoft Office, Public Speaking, Access, Medical Coding, Physician Relations, Insurance, Revenue Cycle, Accounts Receivable, Practice Management, Healthcare Consulting, Revenue Cycle Management, Leadership, Epic Systems, Physicians, Invoicing, Management, Medical Records, Medical Terminology, Healthcare Industry, Healthcare Reimbursement, Quality Improvement, CPT, ICD-9, Health Policy, Healthcare Management, Healthcare, Hospitals, Medical Billing, HIPAA, Managed Care
Education
Walden University 2012 — 2016
Doctor of Philosophy (Ph.D.), Public Health - Concentration in Community Health Education
American InterContinental University 2006 — 2007
Master of Business Administration (MBA), Healthcare Administration
American InterContinental University 2005 — 2006
Bachelor of Business Administration (BBA), Healthcare Administration
Washington and Jefferson College 1992 — 1995
Biology, General
Villa Angela-St.Joseph 1988 — 1992
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
James Kolk James Kolk's Cohen & Company Experience November 2014 - December 2014
Job Computer Professional
Industry Computer Networking
Experience
Kent State University August 2014 - May 2015
Cohen & Company November 2014 - December 2014
Cohen & Company May 2014 - August 2014
Gables of Kent January 2013 - May 2014
Skills
Computer Information..., Software Installation, Customer Satisfaction, Computer Hardware..., Computer Hardware..., Customer Engagement, Microsoft Office, Windows 7, Troubleshooting, Network Administration, Computer Hardware, Computer Repair, Teamwork, Testing, Programming, Time Management, PowerPoint
Education
Kent State University 2009 — 2015
Bachelor of Business Administration (B.B.A.)
Kent State University August 2014 - May 2015
Cohen & Company November 2014 - December 2014
Cohen & Company May 2014 - August 2014
Gables of Kent January 2013 - May 2014
Skills
Computer Information..., Software Installation, Customer Satisfaction, Computer Hardware..., Computer Hardware..., Customer Engagement, Microsoft Office, Windows 7, Troubleshooting, Network Administration, Computer Hardware, Computer Repair, Teamwork, Testing, Programming, Time Management, PowerPoint
Education
Kent State University 2009 — 2015
Bachelor of Business Administration (B.B.A.)
Jim Boland Jim Boland's Cohen & Company Experience July 2015 - Present
Job
Industry Management Consulting
Experience
Cohen & Company July 2015 - Present
Value Lab LLC March 2014 - June 2015
Deloitte Consulting September 2008 - March 2014
Nestle USA - Confections & Snacks 2007 - 2007
Swagelok June 2006 - August 2006
American Greetings Interactive September 2004 - June 2006
Electronic Arts August 2000 - August 2004
Skills
Business Strategy, Business Case..., Change Management, Strategic Planning, Business Process, People Development, Strategy, Management Consulting, Acquisition Integration, Product Management, Process Improvement, Project Management, Analytics, Cross-functional Team..., Business Process..., Business Transformation, Consumer Products, Leadership, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
MBA, Strategy
Boston College 1996 — 2000
BA, Economics
Harvard Business School Executive Education
Leading Professional Service Firms
Cohen & Company July 2015 - Present
Value Lab LLC March 2014 - June 2015
Deloitte Consulting September 2008 - March 2014
Nestle USA - Confections & Snacks 2007 - 2007
Swagelok June 2006 - August 2006
American Greetings Interactive September 2004 - June 2006
Electronic Arts August 2000 - August 2004
Skills
Business Strategy, Business Case..., Change Management, Strategic Planning, Business Process, People Development, Strategy, Management Consulting, Acquisition Integration, Product Management, Process Improvement, Project Management, Analytics, Cross-functional Team..., Business Process..., Business Transformation, Consumer Products, Leadership, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
MBA, Strategy
Boston College 1996 — 2000
BA, Economics
Harvard Business School Executive Education
Leading Professional Service Firms
Roland Bui Roland Bui's Cohen & Company Experience April 2006 - September 2006
Job Account Manager at Teknikos, Inc.
Industry Computer Software
Experience
Teknikos, Inc. July 2014 - Present
Black Tulip Organization March 2013 - June 2014
Sony May 2011 - June 2012
Michael Page International Belgium February 2011 - April 2011
First Sealord LLC April 2008 - September 2008
GlaxoSmithKline March 2007 - September 2007
Cohen & Company April 2006 - September 2006
GEFICO S.A. (financial consulting firm) January 2001 - January 2003
Skills
Product Management, Product Marketing, Product Launch, Microsoft Excel, Sales, Financial Modeling, Financial Analysis, Market Research, Forecasting, Teamwork, Business Strategy, Microsoft Office, Sales Management, Strategic Planning, New Business Development, Financial Reporting, Budgets
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Economics; Entrepreneurship, International Business
Collège St Michel
Teknikos, Inc. July 2014 - Present
Black Tulip Organization March 2013 - June 2014
Sony May 2011 - June 2012
Michael Page International Belgium February 2011 - April 2011
First Sealord LLC April 2008 - September 2008
GlaxoSmithKline March 2007 - September 2007
Cohen & Company April 2006 - September 2006
GEFICO S.A. (financial consulting firm) January 2001 - January 2003
Skills
Product Management, Product Marketing, Product Launch, Microsoft Excel, Sales, Financial Modeling, Financial Analysis, Market Research, Forecasting, Teamwork, Business Strategy, Microsoft Office, Sales Management, Strategic Planning, New Business Development, Financial Reporting, Budgets
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Economics; Entrepreneurship, International Business
Collège St Michel
Robert Whittall Robert Whittall's Cohen & Company Experience September 2000 - April 2011
Job Managing Partner at Dyke Yaxley LLC
Industry Accounting
Experience
Dyke Yaxley LLC May 2011 - Present
Cohen & Company September 2000 - April 2011
KMPG October 1998 - September 2000
Dyke Yaxley August 1990 - November 1996
Skills
Accounting, Income Tax, Tax, Tax Advisory, International Tax, CPA, Corporate Tax, Tax Preparation, Start-ups, Financial Reporting, Auditing, Transfer Pricing, Financial Planners, Real Estate, S Corporations, GAAP, Investments, Mergers & Acquisitions, External Audit, Management
Education
Cleveland State University 1999 — 2002
Masters, Accounting
Reed College of Accounting 1991 — 1995
Chartered Accountant
Staffordshire University 1990 — 1991
Foundation Course in Accounting
Dyke Yaxley LLC May 2011 - Present
Cohen & Company September 2000 - April 2011
KMPG October 1998 - September 2000
Dyke Yaxley August 1990 - November 1996
Skills
Accounting, Income Tax, Tax, Tax Advisory, International Tax, CPA, Corporate Tax, Tax Preparation, Start-ups, Financial Reporting, Auditing, Transfer Pricing, Financial Planners, Real Estate, S Corporations, GAAP, Investments, Mergers & Acquisitions, External Audit, Management
Education
Cleveland State University 1999 — 2002
Masters, Accounting
Reed College of Accounting 1991 — 1995
Chartered Accountant
Staffordshire University 1990 — 1991
Foundation Course in Accounting
Cathy Morse Cathy Morse's Cohen & Company Experience January 1997 - April 2012
Job Administrative Assistant at Applied Business Strategy
Industry Accounting
Experience
Applied Business Strategy March 2015 - Present
Cohen & Company January 1997 - April 2012
Cohen & Company October 1984 - January 1997
Skills
Writing Skills, Project Coordination, Process Scheduler, Strategic Planning, Management, Interviews, Strategy, Project Planning, Training, Recruiting, Administration, Time Management, Event Planning, Leadership, Writing
Education
Bowling Green State University
BA, English
Applied Business Strategy March 2015 - Present
Cohen & Company January 1997 - April 2012
Cohen & Company October 1984 - January 1997
Skills
Writing Skills, Project Coordination, Process Scheduler, Strategic Planning, Management, Interviews, Strategy, Project Planning, Training, Recruiting, Administration, Time Management, Event Planning, Leadership, Writing
Education
Bowling Green State University
BA, English
Wes Virnelson Wes Virnelson's Cohen & Company Experience June 2015 - Present
Job Software Engineer at Cohen & Company
Industry Internet
Experience
Cohen & Company June 2015 - Present
makethewebsimple.com, llc 2002 - Present
Vita-Mix Corporation May 2011 - June 2015
TEKsystems April 2011 - May 2011
Sapphire Technologies May 2009 - March 2011
Paragon Consulting 2004 - March 2009
Independant Consultant 2002 - 2004
CCAI Consulting 1996 - 2002
S E Johnson July 1992 - July 1995
Skills
SQL, SDLC, Software Development, .NET, ASP.NET, C#, Web Applications, Microsoft SQL Server, JavaScript, Web Development, MVC, AJAX, LINQ, XML, jQuery
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Applied Management, 3.95/4.00
Cleveland State University 1990 — 1992
BS, Mathematics
University of Toledo 1987 — 1989
Mathematics
Cohen & Company June 2015 - Present
makethewebsimple.com, llc 2002 - Present
Vita-Mix Corporation May 2011 - June 2015
TEKsystems April 2011 - May 2011
Sapphire Technologies May 2009 - March 2011
Paragon Consulting 2004 - March 2009
Independant Consultant 2002 - 2004
CCAI Consulting 1996 - 2002
S E Johnson July 1992 - July 1995
Skills
SQL, SDLC, Software Development, .NET, ASP.NET, C#, Web Applications, Microsoft SQL Server, JavaScript, Web Development, MVC, AJAX, LINQ, XML, jQuery
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Applied Management, 3.95/4.00
Cleveland State University 1990 — 1992
BS, Mathematics
University of Toledo 1987 — 1989
Mathematics
Kyle Witkowski Kyle Witkowski's Cohen & Company Experience January 2014 - April 2014
Job MBA Student at John Carroll University
Industry Accounting
Experience
Danaher Corporation May 2015 - Present
Cohen & Company January 2014 - April 2014
MRI Software LLC June 2013 - August 2013
Five Star Bank June 2010 - September 2010
Skills
Financial Reporting, Financial Modeling, Accounting, General Ledger, Teamwork, Time Management, Financial Analysis, Auditing, Tax
Education
John Carroll University 2015 — 2016
Master of Business Administration (MBA)
John Carroll University 2011 — 2015
Bachelor's degree, Accounting
Danaher Corporation May 2015 - Present
Cohen & Company January 2014 - April 2014
MRI Software LLC June 2013 - August 2013
Five Star Bank June 2010 - September 2010
Skills
Financial Reporting, Financial Modeling, Accounting, General Ledger, Teamwork, Time Management, Financial Analysis, Auditing, Tax
Education
John Carroll University 2015 — 2016
Master of Business Administration (MBA)
John Carroll University 2011 — 2015
Bachelor's degree, Accounting
Brandon Pritchard Brandon Pritchard's Cohen & Company Experience October 2014 - Present
Job Tax Staff Accountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company October 2014 - Present
West View Savings Bank June 2011 - October 2014
Tucker Arensberg, P.C. May 2013 - August 2013
North Hills Baseball Camp June 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Outlook, PowerPoint, Banking, Accounting, Customer Service, Budgets, Bank Reconciliation, Journal Entries
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration, Accountancy
Cohen & Company October 2014 - Present
West View Savings Bank June 2011 - October 2014
Tucker Arensberg, P.C. May 2013 - August 2013
North Hills Baseball Camp June 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Outlook, PowerPoint, Banking, Accounting, Customer Service, Budgets, Bank Reconciliation, Journal Entries
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration, Accountancy
Deanna Baker's Cohen & Company Experience January 2015 - Present
Job at
Industry Accounting
Experience
Cohen & Company January 2015 - Present
The J.M. Smucker Company December 2013 - May 2014
Ashland University May 2013 - December 2013
Wellington Police Department November 2011 - August 2013
Lorain County Metro Parks September 2010 - August 2013
Ashland University January 2013 - May 2013
Great Western Bank August 2005 - December 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, First Aid, Time Management, Critical Thinking, Management, Leadership, Forensic Accounting, Teamwork
Education
Ashland University 2012 — 2014
Master of Business Administration (MBA), Accounting
Ashland University- Study Abroad Experience 2013 — 2013
African Literature - Cape Town, South Africa
Lorain County Community College 2009 — 2012
Associate's Degree, Accounting and Business/Management
Cohen & Company January 2015 - Present
The J.M. Smucker Company December 2013 - May 2014
Ashland University May 2013 - December 2013
Wellington Police Department November 2011 - August 2013
Lorain County Metro Parks September 2010 - August 2013
Ashland University January 2013 - May 2013
Great Western Bank August 2005 - December 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, First Aid, Time Management, Critical Thinking, Management, Leadership, Forensic Accounting, Teamwork
Education
Ashland University 2012 — 2014
Master of Business Administration (MBA), Accounting
Ashland University- Study Abroad Experience 2013 — 2013
African Literature - Cape Town, South Africa
Lorain County Community College 2009 — 2012
Associate's Degree, Accounting and Business/Management
Lingchan Kong Lingchan Kong's Cohen & Company Experience January 2014 - September 2014
Job Accountant
Industry Accounting
Experience
Cohen & Company January 2014 - September 2014
Realton Corporation March 2008 - April 2010
BaFangLiYuan Accounting Firm September 2006 - February 2008
Skills
Accounting, QuickBooks, Microsoft Excel, Bookkeeping, Financial Accounting, Financial Statements, Internal Controls, Invoicing, Tax, Auditing, Payroll Taxes, General Ledger, Analysis, Account Reconciliation, Journal Entries, Fixed Assets, Tax Returns, Accruals, Cash Flow, GAAP, Variance Analysis, Sales Tax, Income Tax, Bank Reconciliation, Tax Preparation, Accounts Payable, Cost Accounting, Accounts Receivable, Tax Accounting, Accountants, Revenue Recognition, Peachtree, Balance
Education
Cleveland State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hudson County Community College 2011 — 2013
Associate's Degree, Accounting, 3.8
Cohen & Company January 2014 - September 2014
Realton Corporation March 2008 - April 2010
BaFangLiYuan Accounting Firm September 2006 - February 2008
Skills
Accounting, QuickBooks, Microsoft Excel, Bookkeeping, Financial Accounting, Financial Statements, Internal Controls, Invoicing, Tax, Auditing, Payroll Taxes, General Ledger, Analysis, Account Reconciliation, Journal Entries, Fixed Assets, Tax Returns, Accruals, Cash Flow, GAAP, Variance Analysis, Sales Tax, Income Tax, Bank Reconciliation, Tax Preparation, Accounts Payable, Cost Accounting, Accounts Receivable, Tax Accounting, Accountants, Revenue Recognition, Peachtree, Balance
Education
Cleveland State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hudson County Community College 2011 — 2013
Associate's Degree, Accounting, 3.8
Thomas Bonus, CPA Thomas Bonus, CPA's Cohen & Company Experience January 1984 - December 1997
Job Mover with TruthMovementUSA.com
Industry Nonprofit Organization Management
Experience
TruthMovementUSA.com August 2009 - Present
Christian Businessmen's Committees of Cleveland, Ohio January 1985 - Present
Walthall LLP CPAs February 2004 - Present
East State Road LLC January 2000 - Present
Brecksville Properties LLC January 2005 - Present
Granby Corporation January 1980 - Present
Insignia Real Estate Title Company May 2000 - October 2009
Hobe & Lucas CPAs Inc January 1998 - December 2003
Cohen & Company January 1984 - December 1997
Christian Centre Schools July 1984 - September 1989
Skills
Management Consulting, Mergers & Acquisitions, Small Business, Community Outreach, Financial Accounting, Accounting, Strategic Financial..., Nonprofits, Due Diligence, Auditing, Financial Reporting, Budgets, Coaching, Financial Analysis, Management, Customer Service, Internal Controls, Tax, QuickBooks, CPA, Corporate Tax, GAAP, Tax Preparation, Income Tax, Public Speaking, Strategic Planning, Leadership Development
Education
Cleveland State University 1980 — 1981
Masters in Business (MBA), Finance & Marketing
The University of Akron 1975 — 1979
Bachelors of Science, Accounting and Finance
TruthMovementUSA.com August 2009 - Present
Christian Businessmen's Committees of Cleveland, Ohio January 1985 - Present
Walthall LLP CPAs February 2004 - Present
East State Road LLC January 2000 - Present
Brecksville Properties LLC January 2005 - Present
Granby Corporation January 1980 - Present
Insignia Real Estate Title Company May 2000 - October 2009
Hobe & Lucas CPAs Inc January 1998 - December 2003
Cohen & Company January 1984 - December 1997
Christian Centre Schools July 1984 - September 1989
Skills
Management Consulting, Mergers & Acquisitions, Small Business, Community Outreach, Financial Accounting, Accounting, Strategic Financial..., Nonprofits, Due Diligence, Auditing, Financial Reporting, Budgets, Coaching, Financial Analysis, Management, Customer Service, Internal Controls, Tax, QuickBooks, CPA, Corporate Tax, GAAP, Tax Preparation, Income Tax, Public Speaking, Strategic Planning, Leadership Development
Education
Cleveland State University 1980 — 1981
Masters in Business (MBA), Finance & Marketing
The University of Akron 1975 — 1979
Bachelors of Science, Accounting and Finance
Allison Allan Allison Allan's Cohen & Company Experience September 2013 - Present
Job Human Resources
Industry Accounting
Experience
Cohen & Company September 2013 - Present
EverStaff September 2011 - August 2013
Education
Cleveland State University 2011 — 2013
Masters
The Ohio State University 2007 — 2011
B.S.
Cohen & Company September 2013 - Present
EverStaff September 2011 - August 2013
Education
Cleveland State University 2011 — 2013
Masters
The Ohio State University 2007 — 2011
B.S.
Jo Ireland Jo Ireland's Cohen & Company Experience July 2008 - May 2009
Job Accounting Instructor at University of Mary HardinBaylor
Industry Accounting
Experience
University of Mary Hardin-Baylor July 2014 - Present
Gannon University August 2013 - May 2014
Barnes Wendling CPAs, Inc. January 2012 - July 2013
Cohen & Company July 2008 - May 2009
Meaden & Moore March 2006 - July 2008
Ireland & Company 1982 - 2000
Cleveland State University January 1992 - June 1996
Ford Motor Company - Brookpark 1978 - 1982
Education
The University of Akron 1988 — 1990
MBA, Management
Baldwin Wallace University 1976 — 1980
BA, Summa Cum Laude, Accounting; Economics
Eastlake North High School
Lutheran West Community
Shoregate?
University of Mary Hardin-Baylor July 2014 - Present
Gannon University August 2013 - May 2014
Barnes Wendling CPAs, Inc. January 2012 - July 2013
Cohen & Company July 2008 - May 2009
Meaden & Moore March 2006 - July 2008
Ireland & Company 1982 - 2000
Cleveland State University January 1992 - June 1996
Ford Motor Company - Brookpark 1978 - 1982
Education
The University of Akron 1988 — 1990
MBA, Management
Baldwin Wallace University 1976 — 1980
BA, Summa Cum Laude, Accounting; Economics
Eastlake North High School
Lutheran West Community
Shoregate?
Alois J Chasko, CPA Alois J Chasko, CPA's Cohen & Company Experience January 2006 - April 2006
Job Corporate Controller at Thogus Products Company
Industry Accounting
Experience
Thogus Products Company July 2015 - Present
Vita-Mix Corporation January 2014 - Present
Cliffs Natural Resources May 2010 - December 2013
Cohen & Company Ltd January 2007 - December 2010
Cohen & Company January 2006 - April 2006
Ryan Homes 2005 - 2006
Sherwan Williams 2005 - 2005
Skills
Tax, Auditing, Accounting, Finance, Financial Reporting, International Tax, Financial Analysis, Transfer Pricing, CPA, Cost Accounting, Financial Statements, Sarbanes-Oxley Act, Corporate Tax, GAAP, US GAAP
Education
Baldwin Wallace University 2002 — 2006
BA, Accounting/Finance
Thogus Products Company July 2015 - Present
Vita-Mix Corporation January 2014 - Present
Cliffs Natural Resources May 2010 - December 2013
Cohen & Company Ltd January 2007 - December 2010
Cohen & Company January 2006 - April 2006
Ryan Homes 2005 - 2006
Sherwan Williams 2005 - 2005
Skills
Tax, Auditing, Accounting, Finance, Financial Reporting, International Tax, Financial Analysis, Transfer Pricing, CPA, Cost Accounting, Financial Statements, Sarbanes-Oxley Act, Corporate Tax, GAAP, US GAAP
Education
Baldwin Wallace University 2002 — 2006
BA, Accounting/Finance
Hannah Prengler Hannah Prengler's Cohen & Company Experience November 2014 - Present
Job Partner at Cohen & Company
Industry Accounting
Experience
Cohen & Company November 2014 - Present
Grant Thornton LLP June 2002 - November 2014
Arthur Andersen LLP September 2000 - May 2002
Zinner & Co. LLP September 1998 - August 2000
Education
Cleveland State University 1998 — 2000
BSBA, Accounting
Tiffin University 1996 — 1998
Cohen & Company November 2014 - Present
Grant Thornton LLP June 2002 - November 2014
Arthur Andersen LLP September 2000 - May 2002
Zinner & Co. LLP September 1998 - August 2000
Education
Cleveland State University 1998 — 2000
BSBA, Accounting
Tiffin University 1996 — 1998
Marianne Colbert's Cohen & Company Experience August 2012 - Present
Job CPA w/ Public Accounting/Corporate Tax Experience
Industry Accounting
Experience
Cohen & Company August 2012 - Present
Forsyth County Schools (Georgia) August 2007 - May 2012
Ferranti International, Inc. June 1990 - June 1998
PwC February 1988 - June 1990
Skills
Tax, Corporate Tax, CPA, Accountants
Education
Hillsdale College 1981 — 1985
BA, Accounting, Spanish
Cohen & Company August 2012 - Present
Forsyth County Schools (Georgia) August 2007 - May 2012
Ferranti International, Inc. June 1990 - June 1998
PwC February 1988 - June 1990
Skills
Tax, Corporate Tax, CPA, Accountants
Education
Hillsdale College 1981 — 1985
BA, Accounting, Spanish
Lisa Cosentino Lisa Cosentino's Cohen & Company Experience May 1998 - November 1998
Job Educational Aide
Industry Education Management
Experience
Hudson Middle School September 2015 - Present
Jumbeeshop.com January 2012 - January 2015
Howard Hanna Real Estate Services February 2013 - August 2014
Great-West Healthcare March 2007 - July 2007
UFO Toys/Brainstorm Design Group January 2000 - March 2007
Cohen & Company May 1998 - November 1998
Fairview General Hospital January 1996 - November 1996
Matrix Essentials, Inc. October 1990 - December 1995
May Company Department Store October 1988 - October 1990
Ameritrust Co. N.A. June 1986 - October 1988
Skills
Customer Service, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Real Estate Transactions, Contract Negotiation, Buyer Representation, Relocation Buyers, Retail, Single Family Homes, Condos, Real Estate, Marketing, First Time Home Buyers, Administrative..., Public Speaking, Strategic Planning
Education
Hondros College 2013 — 2013
Realtor License, Real Estate
Cleveland State University 1983 — 1988
Bachelor's degree, Marketing
North Olmsted High School 1979 — 1983
High School Diploma
Hudson Middle School September 2015 - Present
Jumbeeshop.com January 2012 - January 2015
Howard Hanna Real Estate Services February 2013 - August 2014
Great-West Healthcare March 2007 - July 2007
UFO Toys/Brainstorm Design Group January 2000 - March 2007
Cohen & Company May 1998 - November 1998
Fairview General Hospital January 1996 - November 1996
Matrix Essentials, Inc. October 1990 - December 1995
May Company Department Store October 1988 - October 1990
Ameritrust Co. N.A. June 1986 - October 1988
Skills
Customer Service, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Real Estate Transactions, Contract Negotiation, Buyer Representation, Relocation Buyers, Retail, Single Family Homes, Condos, Real Estate, Marketing, First Time Home Buyers, Administrative..., Public Speaking, Strategic Planning
Education
Hondros College 2013 — 2013
Realtor License, Real Estate
Cleveland State University 1983 — 1988
Bachelor's degree, Marketing
North Olmsted High School 1979 — 1983
High School Diploma
Jeremy Ernst, CPA, CGMA Jeremy Ernst, CPA, CGMA's Cohen & Company Experience August 2007 - October 2011
Job Internal Auditor at JONES DAY®
Industry Law Practice
Experience
JONES DAY® March 2015 - Present
Shiloh Industries, Inc. February 2013 - March 2015
The NRP Group LLC November 2011 - January 2013
Cohen & Company August 2007 - October 2011
Barnes Wendling CPAs, Inc. September 2005 - August 2007
VA Medical Center May 2004 - December 2004
Skills
Auditing, CPA, Internal Controls, US GAAP, Financial Statements, Financial Analysis, Non-profits, OMB Circular A-133, External Audit, Assurance, Internal Audit, Sarbanes-Oxley, Accounting, Financial Reporting, Auditing Standards, Financial Audits, Account Reconciliation, Accounts Payable, Accounts Receivable, Tax, Fixed Assets, Finance, Nonprofits, Sarbanes-Oxley Act
Education
Cleveland State University 2001 — 2005
BBA, Accounting
JONES DAY® March 2015 - Present
Shiloh Industries, Inc. February 2013 - March 2015
The NRP Group LLC November 2011 - January 2013
Cohen & Company August 2007 - October 2011
Barnes Wendling CPAs, Inc. September 2005 - August 2007
VA Medical Center May 2004 - December 2004
Skills
Auditing, CPA, Internal Controls, US GAAP, Financial Statements, Financial Analysis, Non-profits, OMB Circular A-133, External Audit, Assurance, Internal Audit, Sarbanes-Oxley, Accounting, Financial Reporting, Auditing Standards, Financial Audits, Account Reconciliation, Accounts Payable, Accounts Receivable, Tax, Fixed Assets, Finance, Nonprofits, Sarbanes-Oxley Act
Education
Cleveland State University 2001 — 2005
BBA, Accounting
Jeff Halaparda's Cohen & Company Experience January 2007 - April 2011
Job Assistant Controller at Rogue Fitness
Industry Accounting
Experience
Rogue Fitness December 2014 - Present
Spartan Logistics September 2013 - December 2014
Behal Sampson Dietz April 2011 - April 2013
Cohen & Company January 2007 - April 2011
Forest City Enterprises June 2006 - December 2006
Sherwin Williams November 2004 - June 2006
Education
Baldwin Wallace University 2002 — 2007
Master of Business Administration (MBA), Accounting
Baldwin-Wallace College 2002 — 2007
BA, MBA, Accounting
Rogue Fitness December 2014 - Present
Spartan Logistics September 2013 - December 2014
Behal Sampson Dietz April 2011 - April 2013
Cohen & Company January 2007 - April 2011
Forest City Enterprises June 2006 - December 2006
Sherwin Williams November 2004 - June 2006
Education
Baldwin Wallace University 2002 — 2007
Master of Business Administration (MBA), Accounting
Baldwin-Wallace College 2002 — 2007
BA, MBA, Accounting
Jonathan Tepper's Cohen & Company Experience March 2005 - May 2006
Job Managing Director at Telos Asset Management LLC
Industry Investment Management
Experience
Telos Asset Management July 2012 - Present
Tricadia Capital Management, LLC May 2006 - June 2012
Cohen & Company March 2005 - May 2006
PB Capital April 2002 - March 2005
BNP Paribas April 1998 - January 2002
Arthur Andersen August 1996 - April 1998
Skills
Credit Analysis, Capital Markets, CLO, Portfolio Management, Credit Trading
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
University of Michigan 1992 — 1996
BA, Economics
Telos Asset Management July 2012 - Present
Tricadia Capital Management, LLC May 2006 - June 2012
Cohen & Company March 2005 - May 2006
PB Capital April 2002 - March 2005
BNP Paribas April 1998 - January 2002
Arthur Andersen August 1996 - April 1998
Skills
Credit Analysis, Capital Markets, CLO, Portfolio Management, Credit Trading
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
University of Michigan 1992 — 1996
BA, Economics
Aaron Masek's Cohen & Company Experience September 2008 - October 2009
Job VP Mutual Fund Accounting at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management June 2010 - Present
Cohen & Company September 2008 - October 2009
Citi Fund Services, Inc. (formerly BISYS Fund Services, Inc July 1996 - September 2008
Skills
Mutual Funds, Fund Accounting, Fund Administration, Hedge Funds, SEC filings, Accounting, Asset Managment, Auditing, Alternative Investments, Financial Reporting, Investments, Financial Analysis, Securities, Fund Of Funds, CPA, GAAP, Sarbanes-Oxley Act, Asset Management, SEC Filings
Education
Capital University 1992 — 1996
BA, Accounting
Capital University
Bachelor of Arts, Accounting
AQR Capital Management June 2010 - Present
Cohen & Company September 2008 - October 2009
Citi Fund Services, Inc. (formerly BISYS Fund Services, Inc July 1996 - September 2008
Skills
Mutual Funds, Fund Accounting, Fund Administration, Hedge Funds, SEC filings, Accounting, Asset Managment, Auditing, Alternative Investments, Financial Reporting, Investments, Financial Analysis, Securities, Fund Of Funds, CPA, GAAP, Sarbanes-Oxley Act, Asset Management, SEC Filings
Education
Capital University 1992 — 1996
BA, Accounting
Capital University
Bachelor of Arts, Accounting
Greg Hartlein's Cohen & Company Experience April 2007 - March 2008
Job Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. February 2013 - Present
ThinkEquity LLC September 2011 - October 2012
Stifel Nicolaus September 2009 - October 2011
Mufson Howe Hunter and Company March 2008 - September 2008
Cohen & Company April 2007 - March 2008
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science (BS), Finance and Economics
Stephens Inc. February 2013 - Present
ThinkEquity LLC September 2011 - October 2012
Stifel Nicolaus September 2009 - October 2011
Mufson Howe Hunter and Company March 2008 - September 2008
Cohen & Company April 2007 - March 2008
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Science (BS), Finance and Economics
Julia Posacki's Cohen & Company Experience July 2009 - January 2011
Job Director Institutional Fixed Income/HY/Distressed Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2011 - Present
Cohen & Company July 2009 - January 2011
CW Enterprises March 2007 - June 2009
Merrill Lynch March 2004 - March 2007
Goldman Sachs July 2001 - March 2004
Skills
Derivatives, Capital Markets, Fixed Income, Equities
Education
Cornell University College of Engineering 2000 — 2001
Master of Engineering (M.Eng.), Operations Research and Industrial Engineering
Cornell University College of Engineering 1996 — 2000
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Stifel Financial Corp. January 2011 - Present
Cohen & Company July 2009 - January 2011
CW Enterprises March 2007 - June 2009
Merrill Lynch March 2004 - March 2007
Goldman Sachs July 2001 - March 2004
Skills
Derivatives, Capital Markets, Fixed Income, Equities
Education
Cornell University College of Engineering 2000 — 2001
Master of Engineering (M.Eng.), Operations Research and Industrial Engineering
Cornell University College of Engineering 1996 — 2000
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Richard Grier's Cohen & Company Experience 1990 - 1997
Job Senior Project Manager at Kforce Inc
Industry Information Services
Experience
Kforce Inc July 2014 - Present
Chagrin Consulting Services, Inc. April 2013 - July 2014
Attevo, Inc. 2006 - December 2012
National City Bank July 2001 - April 2006
Computer Associates November 1999 - June 2001
Realogic, Inc March 1997 - November 1999
Cohen & Company 1990 - 1997
Systemation 1983 - 1989
Skills
Business Analysis, Software Project..., Program Management, Department Management, Group Management, Client Relationship..., Management, Group Development, CRM, Databases, Business Intelligence, IT Strategy, Business Process, Business Process..., Requirements Analysis, Management Consulting, Enterprise Architecture, IT Management, Project Management
Education
Leadership Lake County Class of 1997 1997 — 1997
Management Information Systems, General
Eastern Illinois University 1971 — 1975
Bachelor of Science (BS), Automated Information Systems
Kforce Inc July 2014 - Present
Chagrin Consulting Services, Inc. April 2013 - July 2014
Attevo, Inc. 2006 - December 2012
National City Bank July 2001 - April 2006
Computer Associates November 1999 - June 2001
Realogic, Inc March 1997 - November 1999
Cohen & Company 1990 - 1997
Systemation 1983 - 1989
Skills
Business Analysis, Software Project..., Program Management, Department Management, Group Management, Client Relationship..., Management, Group Development, CRM, Databases, Business Intelligence, IT Strategy, Business Process, Business Process..., Requirements Analysis, Management Consulting, Enterprise Architecture, IT Management, Project Management
Education
Leadership Lake County Class of 1997 1997 — 1997
Management Information Systems, General
Eastern Illinois University 1971 — 1975
Bachelor of Science (BS), Automated Information Systems
Kathy Kellogg's Cohen & Company Experience February 2008 - July 2010
Job at Pregnancy Decision Health Centers
Industry Accounting
Experience
Pregnancy Decision Health Centers June 2010 - Present
Cohen & Company February 2008 - July 2010
Pregnancy Decision Health Centers April 2007 - 2008
Schneider Downs & Co., Inc. 2001 - 2007
Arthur Andersen August 1999 - February 2001
Education
Capital University 1995 — 1999
Ridgemont High School
Pregnancy Decision Health Centers June 2010 - Present
Cohen & Company February 2008 - July 2010
Pregnancy Decision Health Centers April 2007 - 2008
Schneider Downs & Co., Inc. 2001 - 2007
Arthur Andersen August 1999 - February 2001
Education
Capital University 1995 — 1999
Ridgemont High School
Laura Ma's Cohen & Company Experience Network EngineerSequoia Financial Group2000 - Present
Job Network Engineer at Cohen & Company
Industry Financial Services
Experience
Cohen & Company Network EngineerSequoia Financial Group2000 - Present
Medina County Career Center 1999 - 2000
Medina County Schools ESC 1997 - 2000
Education
Medina County Career Center 1997 — 1999
Cisco Networking, Novell Network Administration, General Network & Business Technology Skills
Indiana Wesleyan University
Cohen & Company Network EngineerSequoia Financial Group2000 - Present
Medina County Career Center 1999 - 2000
Medina County Schools ESC 1997 - 2000
Education
Medina County Career Center 1997 — 1999
Cisco Networking, Novell Network Administration, General Network & Business Technology Skills
Indiana Wesleyan University
Emily Bicht's Cohen & Company Experience September 2006 - October 2007
Job Operations Manager at Selerant
Industry Fine Art
Experience
Selerant July 2009 - Present
Emily Bicht May 2009 - Present
Brooklyn College September 2008 - September 2010
Cohen & Company September 2006 - October 2007
Reach Out and Read July 2004 - September 2006
Skills
Project Management, Program Management, Art, Non-profits, Fine Art, Visual Arts, Customer Service, Microsoft Office, Software Development
Education
City University of New York-Brooklyn College 2007 — 2009
Master’s Degree
Moore College of Art and Design 1995 — 1999
BFA
Selerant July 2009 - Present
Emily Bicht May 2009 - Present
Brooklyn College September 2008 - September 2010
Cohen & Company September 2006 - October 2007
Reach Out and Read July 2004 - September 2006
Skills
Project Management, Program Management, Art, Non-profits, Fine Art, Visual Arts, Customer Service, Microsoft Office, Software Development
Education
City University of New York-Brooklyn College 2007 — 2009
Master’s Degree
Moore College of Art and Design 1995 — 1999
BFA
Brian G. DeRespiris, CPA (Inactive)'s Cohen & Company Experience 1995 - 2002
Job Chief Operating Officer, Managing Director at PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets February 2009 - Present
NatCity Investments, Inc. July 2006 - February 2009
National City Bank February 2002 - July 2006
Cohen & Company 1995 - 2002
Skills
Customer Service, Loans, Portfolio Management, Process Improvement, Risk Management, Series 7, Banking, Financial Analysis, Fixed Income, Leadership, Management, Investments, Mergers & Acquisitions, Asset Management, Capital Markets, Securities, Financial Modeling
Education
Cleveland State University
BBA, MA, Accounting, Tax, Finance
PNC Capital Markets February 2009 - Present
NatCity Investments, Inc. July 2006 - February 2009
National City Bank February 2002 - July 2006
Cohen & Company 1995 - 2002
Skills
Customer Service, Loans, Portfolio Management, Process Improvement, Risk Management, Series 7, Banking, Financial Analysis, Fixed Income, Leadership, Management, Investments, Mergers & Acquisitions, Asset Management, Capital Markets, Securities, Financial Modeling
Education
Cleveland State University
BBA, MA, Accounting, Tax, Finance
John Z. Martinez's Cohen & Company Experience 2004 - 2007
Job Senior Research Associate Financial Institutions at FBR Capital Markets
Industry Investment Management
Experience
FBR Capital Markets August 2010 - Present
Commerce Street Capital November 2007 - August 2010
Cohen & Company 2004 - 2007
Education
Franklin & Marshall College 1995 — 2001
FBR Capital Markets August 2010 - Present
Commerce Street Capital November 2007 - August 2010
Cohen & Company 2004 - 2007
Education
Franklin & Marshall College 1995 — 2001
Haleigh Berg's Cohen & Company Experience August 2010 - April 2012
Job Tax Accountant
Industry Accounting
Experience
FirstMerit Bank March 2013 - Present
Discount Drug Mart April 2012 - March 2013
Cohen & Company August 2010 - April 2012
Skills
Income Tax, Corporate Tax, Accounting
Education
The University of Akron 2010 — 2011
MT, Taxation
Kent State University 2005 — 2010
BBA, Accounting
FirstMerit Bank March 2013 - Present
Discount Drug Mart April 2012 - March 2013
Cohen & Company August 2010 - April 2012
Skills
Income Tax, Corporate Tax, Accounting
Education
The University of Akron 2010 — 2011
MT, Taxation
Kent State University 2005 — 2010
BBA, Accounting
Wilson Smith, CFA's Cohen & Company Experience 2001 - 2004
Job Director of Financial Planning at West Laurel Hill Cemetery
Industry Financial Services
Experience
West Laurel Hill Cemetery January 2015 - Present
Burlington Consulting Corp July 2013 - Present
Patriot Financial Partners 2007 - 2013
Boenning & Scattergood, Inc. 2004 - 2007
Cohen & Company 2001 - 2004
Janney Montgomery Scott 2000 - 2001
CoreStates Financial 1980 - 1994
Skills
Investments, Banking, Research, Portfolio Management, Equities, Asset Management, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Valuation, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Series 7, Risk Management, Securities, Cash Management, Mergers & Acquisitions, Finance, Mutual Funds, Investor Relations, Strategy, Hedge Funds, Equity Research, Fixed Income, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Management, Financial Advisory, Structured Finance
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
MBA, Finance
Denison University 1972 — 1976
BA, History & Economics
West Laurel Hill Cemetery January 2015 - Present
Burlington Consulting Corp July 2013 - Present
Patriot Financial Partners 2007 - 2013
Boenning & Scattergood, Inc. 2004 - 2007
Cohen & Company 2001 - 2004
Janney Montgomery Scott 2000 - 2001
CoreStates Financial 1980 - 1994
Skills
Investments, Banking, Research, Portfolio Management, Equities, Asset Management, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Valuation, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Series 7, Risk Management, Securities, Cash Management, Mergers & Acquisitions, Finance, Mutual Funds, Investor Relations, Strategy, Hedge Funds, Equity Research, Fixed Income, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Management, Financial Advisory, Structured Finance
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
MBA, Finance
Denison University 1972 — 1976
BA, History & Economics
John Provost's Cohen & Company Experience March 2008 - July 2011
Job Vice President Fixed Income POSIT Alert at ITG
Industry Financial Services
Experience
ITG October 2014 - Present
Tradeweb August 2012 - October 2014
Bonds.com August 2011 - June 2012
Cohen & Company March 2008 - July 2011
WaMu Capital Corp August 2006 - February 2008
Wachovia January 2005 - August 2006
Tullett Prebon June 2002 - January 2005
Skills
Bonds, Fixed Income, Trading, Investments, Electronic Trading, Emerging Markets, MBS, Series 24, Series 7, Series 63, ABS, Bloomberg, CDS, Capital Markets, Finance, Hedge Funds, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Economics
ITG October 2014 - Present
Tradeweb August 2012 - October 2014
Bonds.com August 2011 - June 2012
Cohen & Company March 2008 - July 2011
WaMu Capital Corp August 2006 - February 2008
Wachovia January 2005 - August 2006
Tullett Prebon June 2002 - January 2005
Skills
Bonds, Fixed Income, Trading, Investments, Electronic Trading, Emerging Markets, MBS, Series 24, Series 7, Series 63, ABS, Bloomberg, CDS, Capital Markets, Finance, Hedge Funds, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Economics
Scott Swartz's Cohen & Company Experience 1984 - 1989
Job Counsel at Wellspring Financial Advisors LLC
Industry Legal Services
Experience
Wellspring Financial Advisors LLC July 2015 - Present
Walter Haverfield LLP November 2013 - June 2015
Benesch, Friedlander, Coplan & Aronoff May 2012 - November 2013
Scott E. Swartz, Attorney at Law January 2007 - May 2012
Cleveland State University College of Business 2010 - 2011
Waldheger Coyne, A Legal Professional Association January 2000 - December 2006
Case Western Reserve University School of Law 1999 - 2001
Kadish, Hinkel & Weibel July 1995 - January 2000
Holton & Howard January 1993 - July 1995
Cohen & Company 1984 - 1989
Skills
Estate Planning, Business Transactions, LLC, Tax, High Net Worth..., Asset Protection, Financial Advisory, Wills, Trusts, Estate Tax Planning, Estate Law, Estate Administration, CPA, Appeals, Tax Law, Bankruptcy, Civil Litigation, Corporate Law, Legal Writing, Charitable Trusts
Education
New York University 1991 — 1992
Master of Laws (LL.M.), Taxation
Cleveland State University - Cleveland-Marshall College of Law 1987 — 1991
JD, Law
Bowling Green State University 1979 — 1983
Bachelor of Science in Business Administration, Accounting and Finance
Wellspring Financial Advisors LLC July 2015 - Present
Walter Haverfield LLP November 2013 - June 2015
Benesch, Friedlander, Coplan & Aronoff May 2012 - November 2013
Scott E. Swartz, Attorney at Law January 2007 - May 2012
Cleveland State University College of Business 2010 - 2011
Waldheger Coyne, A Legal Professional Association January 2000 - December 2006
Case Western Reserve University School of Law 1999 - 2001
Kadish, Hinkel & Weibel July 1995 - January 2000
Holton & Howard January 1993 - July 1995
Cohen & Company 1984 - 1989
Skills
Estate Planning, Business Transactions, LLC, Tax, High Net Worth..., Asset Protection, Financial Advisory, Wills, Trusts, Estate Tax Planning, Estate Law, Estate Administration, CPA, Appeals, Tax Law, Bankruptcy, Civil Litigation, Corporate Law, Legal Writing, Charitable Trusts
Education
New York University 1991 — 1992
Master of Laws (LL.M.), Taxation
Cleveland State University - Cleveland-Marshall College of Law 1987 — 1991
JD, Law
Bowling Green State University 1979 — 1983
Bachelor of Science in Business Administration, Accounting and Finance
Leena Amin's Cohen & Company Experience June 2005 - May 2010
Job Deal Manager at Freddie Mac
Industry Capital Markets
Experience
Freddie Mac June 2012 - Present
Cohen & Company June 2005 - May 2010
Skills
ABS, Capital Markets, Securitization, Structured Finance, Structured Products, MBS, Financial Structuring, CDO, CMBS, Derivatives, Asset Management, Finance, Financial Modeling, Fixed Income, Hedge Funds, Valuation
Education
Drexel University - LeBow College of Business 2003 — 2005
MBA, Finance
Freddie Mac June 2012 - Present
Cohen & Company June 2005 - May 2010
Skills
ABS, Capital Markets, Securitization, Structured Finance, Structured Products, MBS, Financial Structuring, CDO, CMBS, Derivatives, Asset Management, Finance, Financial Modeling, Fixed Income, Hedge Funds, Valuation
Education
Drexel University - LeBow College of Business 2003 — 2005
MBA, Finance
Mark Ketchaver's Cohen & Company Experience January 2006 - May 2006
Job Investor Relations
Industry Utilities
Experience
FirstEnergy October 2015 - Present
FirstEnergy August 2014 - October 2015
FirstEnergy March 2013 - August 2014
FirstEnergy January 2010 - March 2013
Emdeon Business Services May 2008 - January 2010
UBS Wealth Management March 2007 - May 2008
Longbow Research June 2006 - November 2006
Cohen & Company January 2006 - May 2006
Education
John Carroll University 2008 — 2009
MBA, Management
John Carroll University 2003 — 2007
BSBA, Management
FirstEnergy October 2015 - Present
FirstEnergy August 2014 - October 2015
FirstEnergy March 2013 - August 2014
FirstEnergy January 2010 - March 2013
Emdeon Business Services May 2008 - January 2010
UBS Wealth Management March 2007 - May 2008
Longbow Research June 2006 - November 2006
Cohen & Company January 2006 - May 2006
Education
John Carroll University 2008 — 2009
MBA, Management
John Carroll University 2003 — 2007
BSBA, Management
Melissa Chase's Cohen & Company Experience July 2003 - September 2008
Job Executive Assistant to the Treasurer/CFO & Benefits Coordinator at Nordonia Hills City Schools
Industry Executive Office
Experience
Nordonia Hills City Schools October 2014 - Present
Benefits Resource Group January 2014 - October 2014
OEConnection April 2012 - October 2013
OEConnection LLC October 2008 - April 2012
Cohen & Company July 2003 - September 2008
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Account Management, Microsoft Word, PowerPoint, Process Improvement, Microsoft Excel, QuickBooks, Microsoft CRM, CRM Integration, Training, Troubleshooting, Time Management, Project Management, Business Process..., Procedure Manuals, Payroll, Team Building, Leadership, Management, New Business Development
Education
Kaplan University 2009 — 2012
Business Administration, Management
The University of Akron 1999 — 2002
Fashion Merchandising/Communications
Nordonia Hills City Schools October 2014 - Present
Benefits Resource Group January 2014 - October 2014
OEConnection April 2012 - October 2013
OEConnection LLC October 2008 - April 2012
Cohen & Company July 2003 - September 2008
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Account Management, Microsoft Word, PowerPoint, Process Improvement, Microsoft Excel, QuickBooks, Microsoft CRM, CRM Integration, Training, Troubleshooting, Time Management, Project Management, Business Process..., Procedure Manuals, Payroll, Team Building, Leadership, Management, New Business Development
Education
Kaplan University 2009 — 2012
Business Administration, Management
The University of Akron 1999 — 2002
Fashion Merchandising/Communications
Joseph Messineo's Cohen & Company Experience June 2002 - July 2007
Job Cofounder at Rukkus, Inc.
Industry Entertainment
Experience
Rukkus, Inc. January 2013 - Present
Hexagon Capital Opportunities August 2013 - Present
Link Global Solutions September 2007 - May 2015
Hexagon Securities March 2008 - August 2013
Cohen & Company June 2002 - July 2007
UBS March 2000 - June 2002
Power Merchants Group February 1998 - February 2000
Education
Drexel University - LeBow College of Business 1991 — 1996
Bachelors, Finance, Marketing
Rukkus, Inc. January 2013 - Present
Hexagon Capital Opportunities August 2013 - Present
Link Global Solutions September 2007 - May 2015
Hexagon Securities March 2008 - August 2013
Cohen & Company June 2002 - July 2007
UBS March 2000 - June 2002
Power Merchants Group February 1998 - February 2000
Education
Drexel University - LeBow College of Business 1991 — 1996
Bachelors, Finance, Marketing
Deb Elfers's Cohen & Company Experience June 1999 - Present
Job Staff Acountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company June 1999 - Present
Skills
Personal Tax Planning, Tax Preparation
Education
Cleveland State University
Accounting
Cohen & Company June 1999 - Present
Skills
Personal Tax Planning, Tax Preparation
Education
Cleveland State University
Accounting
Andy Stapp's Cohen & Company Experience October 2003 - April 2007
Job Vice President at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons September 2014 - Present
Merion Capital Group June 2013 - Present
BGB Securities November 2012 - January 2013
Self Employed November 2011 - November 2012
B. Riley & Co. September 2007 - November 2011
Cohen & Company October 2003 - April 2007
Garland McPherson & Associates September 1997 - September 2003
Skills
Equity Research, Investor Relations, Financial Analysis, Budgeting, Strategic Planning, Mergers, Acquisition Analysis, Valuation, Accounting, Financial Management, Special Projects, Supervisory Skills, Team Oriented, Microsoft Office, Financial Reporting, Variance Analysis, Due Diligence, Financial Forecasting, Capital Budgeting, Strong Work Ethic, Account Analysis, Team-oriented, New Venture Analysis, New Business Development, Capital Markets, Mergers & Acquisitions, Banking, Investments, Finance
Education
University of Tennessee-Knoxville - College of Business Administration 1977 — 1979
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 1974 — 1977
BS, Finance, Accounting
Hilliard Lyons September 2014 - Present
Merion Capital Group June 2013 - Present
BGB Securities November 2012 - January 2013
Self Employed November 2011 - November 2012
B. Riley & Co. September 2007 - November 2011
Cohen & Company October 2003 - April 2007
Garland McPherson & Associates September 1997 - September 2003
Skills
Equity Research, Investor Relations, Financial Analysis, Budgeting, Strategic Planning, Mergers, Acquisition Analysis, Valuation, Accounting, Financial Management, Special Projects, Supervisory Skills, Team Oriented, Microsoft Office, Financial Reporting, Variance Analysis, Due Diligence, Financial Forecasting, Capital Budgeting, Strong Work Ethic, Account Analysis, Team-oriented, New Venture Analysis, New Business Development, Capital Markets, Mergers & Acquisitions, Banking, Investments, Finance
Education
University of Tennessee-Knoxville - College of Business Administration 1977 — 1979
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 1974 — 1977
BS, Finance, Accounting
Steve Wank's Cohen & Company Experience 2000 - 2005
Job CFO/CCO at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates September 2008 - Present
Longbow Research 2005 - 2008
Cohen & Company 2000 - 2005
Skills
Series 7, Accounting, Financial Analysis, SEC filings, Tax, Investments, Operations Management, Compliance, Broker-Dealer, Hedge Funds, Investment Advisor...
Education
Bowling Green State University 1995 — 1999
Accounting, accounting
Zelman & Associates September 2008 - Present
Longbow Research 2005 - 2008
Cohen & Company 2000 - 2005
Skills
Series 7, Accounting, Financial Analysis, SEC filings, Tax, Investments, Operations Management, Compliance, Broker-Dealer, Hedge Funds, Investment Advisor...
Education
Bowling Green State University 1995 — 1999
Accounting, accounting
Michelle L. Wright, CPA, MST's Cohen & Company Experience June 2005 - July 2013
Job Tax & Accounting Manager at JFS Wealth Advisors
Industry Accounting
Experience
JFS Wealth Advisors July 2013 - Present
Cohen & Company June 2005 - July 2013
Blackman Kallick September 1997 - May 2005
Skills
Tax, CPA, Income Tax, Tax Accounting, Tax Preparation, Accounting, Partnership Taxation, Tax Returns, State & Local Taxation
Education
DePaul University
Master of Science (M.S.), Taxation
John Carroll University
BSBA, Accountancy
University of Wisconsin-Milwaukee
Graduate Certificate, State & Local Taxation
JFS Wealth Advisors July 2013 - Present
Cohen & Company June 2005 - July 2013
Blackman Kallick September 1997 - May 2005
Skills
Tax, CPA, Income Tax, Tax Accounting, Tax Preparation, Accounting, Partnership Taxation, Tax Returns, State & Local Taxation
Education
DePaul University
Master of Science (M.S.), Taxation
John Carroll University
BSBA, Accountancy
University of Wisconsin-Milwaukee
Graduate Certificate, State & Local Taxation
Amisha Patel, CPA's Cohen & Company Experience August 2007 - January 2009
Job Healthcare Accounting Consultant
Industry Accounting
Experience
Physicians Group of Florida Senior AccountantTelmar Network TechnologyAugust 2013 - Present
Barnes Wendling CPAs, Inc. January 2009 - May 2010
Cohen & Company August 2007 - January 2009
Raich Ende Malter & Co., LLP December 2004 - April 2007
Education
DePaul University 1998 — 2004
Bachelors, Commerce
Physicians Group of Florida Senior AccountantTelmar Network TechnologyAugust 2013 - Present
Barnes Wendling CPAs, Inc. January 2009 - May 2010
Cohen & Company August 2007 - January 2009
Raich Ende Malter & Co., LLP December 2004 - April 2007
Education
DePaul University 1998 — 2004
Bachelors, Commerce
Jenera Scott's Cohen & Company Experience July 2011 - October 2013
Job Physician Asistant at Cleveland Clinic
Industry Medical Practice
Experience
Cleveland Clinic October 2005 - Present
Record Express LLC 2013 - 2014
Cohen & Company July 2011 - October 2013
Litigation Management, Inc. July 2006 - February 2008
Cleveland Clinic October 2002 - October 2005
Lakewood Hospital a Cleveland Clinic Hospital November 1998 - December 2002
NeuroCare Center July 2000 - October 2002
Cleveland Clinic January 1995 - October 2002
Cleveland - San Jose Ballet December 1992 - September 2000
Mt. Sinai Hospital June 1999 - February 2000
Skills
Movement Disorders, EMR, Hospitals, Medicine, Internal Medicine, Medical Education, Healthcare, Clinical Research, Physician assistant, CPT, ICD-9-CM, Medical Coding, Patient education, Healthcare Consulting, Deep Brain Stimulation, Pain management, Massotherapy
Education
A.T. Still University of Health Sciences 2008 — 2010
Combined Bachelor's/Master's degree, Physician Assistant Studies
Cuyahoga Community College 1996 — 1998
Associate's Degree, Physician Assistant
Cleveland Clinic October 2005 - Present
Record Express LLC 2013 - 2014
Cohen & Company July 2011 - October 2013
Litigation Management, Inc. July 2006 - February 2008
Cleveland Clinic October 2002 - October 2005
Lakewood Hospital a Cleveland Clinic Hospital November 1998 - December 2002
NeuroCare Center July 2000 - October 2002
Cleveland Clinic January 1995 - October 2002
Cleveland - San Jose Ballet December 1992 - September 2000
Mt. Sinai Hospital June 1999 - February 2000
Skills
Movement Disorders, EMR, Hospitals, Medicine, Internal Medicine, Medical Education, Healthcare, Clinical Research, Physician assistant, CPT, ICD-9-CM, Medical Coding, Patient education, Healthcare Consulting, Deep Brain Stimulation, Pain management, Massotherapy
Education
A.T. Still University of Health Sciences 2008 — 2010
Combined Bachelor's/Master's degree, Physician Assistant Studies
Cuyahoga Community College 1996 — 1998
Associate's Degree, Physician Assistant
Joshua Swander, CPA's Cohen & Company Experience February 2014 - Present
Job Audit Manager at Cohen & Company
Industry Accounting
Experience
Cohen & Company February 2014 - Present
Cohen & Company February 2011 - January 2014
Cohen & Company September 2008 - January 2011
Education
John Carroll University 2004 — 2008
BSBA, Accountancy
Hopewell Loudon High School 2001 — 2004
Cohen & Company February 2014 - Present
Cohen & Company February 2011 - January 2014
Cohen & Company September 2008 - January 2011
Education
John Carroll University 2004 — 2008
BSBA, Accountancy
Hopewell Loudon High School 2001 — 2004
Maria Shinn Bouck's Cohen & Company Experience January 2010 - Present
Job Experienced health care coding, compliance and revenue cycle, focused on outcomes
Industry Hospital & Health Care
Experience
Cohen & Company January 2010 - Present
Outcome Matters LLC September 1996 - December 2009
Education
Cleveland State University
Philosophy and Bioethics
Humboldt State University
Nursing
Cohen & Company January 2010 - Present
Outcome Matters LLC September 1996 - December 2009
Education
Cleveland State University
Philosophy and Bioethics
Humboldt State University
Nursing
Natalie Takacs's Cohen & Company Experience Sr. Tax ManagerWindes & McClaughry2002 - 2005
Job Sr. Tax Manager at Cohen & Company
Industry Accounting
Experience
Cohen & Company Sr. Tax ManagerWindes & McClaughry2002 - 2005
Education
John Carroll University 1988 — 1992
BSBA, Accounting
Cohen & Company Sr. Tax ManagerWindes & McClaughry2002 - 2005
Education
John Carroll University 1988 — 1992
BSBA, Accounting
Heather Bossin's Cohen & Company Experience May 1989 - May 1994
Job Revenue Cycle Consultant
Industry Hospital & Health Care
Experience
Bossin Management Services January 2013 - Present
Eastern Carolina University Physicians 2014 - 2014
Kaiser Permanente 2003 - January 2013
University of Pittsburgh Medical Center Health System June 2001 - August 2002
Washington University School of Medicine December 1998 - June 2001
Medimetrix Group 1994 - 1998
Cohen & Company May 1989 - May 1994
Skills
Process Improvement, Change Management, Multispecialty Faculty..., Epic Resolute..., Sarbanes-Oxley Act, Revenue Cycle Management, Interim Management, Healthcare, Microsoft Excel, Epic Systems, Revenue Cycle, HIPAA, Medical Billing, Healthcare Industry, Healthcare Information..., Healthcare Consulting, Healthcare Management, Leadership, EHR, Managed Care, Medicaid, Physicians, EMR, Practice Management, Hospitals, Ambulatory, Medicare, Health Information..., Physician Relations, Performance Improvement, Medical Compliance, Health Insurance, Quality Improvement, Healthcare Reimbursement
Education
Cleveland State University 1979 — 1982
Bachelor's degree, Organizational Communication, General, 4.0
Highland High School 1963 — 1966
College Prep
Bossin Management Services January 2013 - Present
Eastern Carolina University Physicians 2014 - 2014
Kaiser Permanente 2003 - January 2013
University of Pittsburgh Medical Center Health System June 2001 - August 2002
Washington University School of Medicine December 1998 - June 2001
Medimetrix Group 1994 - 1998
Cohen & Company May 1989 - May 1994
Skills
Process Improvement, Change Management, Multispecialty Faculty..., Epic Resolute..., Sarbanes-Oxley Act, Revenue Cycle Management, Interim Management, Healthcare, Microsoft Excel, Epic Systems, Revenue Cycle, HIPAA, Medical Billing, Healthcare Industry, Healthcare Information..., Healthcare Consulting, Healthcare Management, Leadership, EHR, Managed Care, Medicaid, Physicians, EMR, Practice Management, Hospitals, Ambulatory, Medicare, Health Information..., Physician Relations, Performance Improvement, Medical Compliance, Health Insurance, Quality Improvement, Healthcare Reimbursement
Education
Cleveland State University 1979 — 1982
Bachelor's degree, Organizational Communication, General, 4.0
Highland High School 1963 — 1966
College Prep
Greg Wester's Cohen & Company Experience July 2015 - September 2015
Job Experiences IT Professional with an aptitude towards business services
Industry Information Technology and Services
Experience
BDO USA, LLP January 2015 - Present
Cohen & Company July 2015 - September 2015
SS&G July 2012 - December 2014
Vendors Exchange International, Inc. June 2008 - July 2012
Malone Advertising February 2008 - April 2008
WAXMAN CONSUMER PRODUCTS GROUP, INC May 2007 - February 2008
Skills
Microsoft Office, Customer Service, Purchasing, Microsoft Excel, Outlook, Active Directory, Microsoft Word, PowerPoint, JD Edwards, Windows, Workshop Facilitation, Forecasting, Budgets, Information Technology, Technical Support, Software Solutions, SharePoint, SharePoint Designer, SharePoint..., Citrix XenApp, Remote Access, VPN, Remote Desktop
Education
Baldwin-Wallace College 2008 — 2010
Masters, Business Administration
University of Toledo 2003 — 2007
Bachelors, Business Administration; Marketing; Finance
BDO USA, LLP January 2015 - Present
Cohen & Company July 2015 - September 2015
SS&G July 2012 - December 2014
Vendors Exchange International, Inc. June 2008 - July 2012
Malone Advertising February 2008 - April 2008
WAXMAN CONSUMER PRODUCTS GROUP, INC May 2007 - February 2008
Skills
Microsoft Office, Customer Service, Purchasing, Microsoft Excel, Outlook, Active Directory, Microsoft Word, PowerPoint, JD Edwards, Windows, Workshop Facilitation, Forecasting, Budgets, Information Technology, Technical Support, Software Solutions, SharePoint, SharePoint Designer, SharePoint..., Citrix XenApp, Remote Access, VPN, Remote Desktop
Education
Baldwin-Wallace College 2008 — 2010
Masters, Business Administration
University of Toledo 2003 — 2007
Bachelors, Business Administration; Marketing; Finance
Len Dreslinski's Cohen & Company Experience November 1998 - August 2005
Job Tax Manager at Forest City Enterprises
Industry Real Estate
Experience
Forest City Enterprises January 2008 - Present
National City Bank August 2005 - January 2008
Cohen & Company November 1998 - August 2005
Skills
Tax Accounting, CPA, Tax, Corporate Tax, Accounting, Tax Research, Financial Accounting, Tax Preparation
Education
Cleveland State University 1999 — 2002
Master of Accountancy, Tax
The Ohio State University 1991 — 1995
BSBA, Accounting
Forest City Enterprises January 2008 - Present
National City Bank August 2005 - January 2008
Cohen & Company November 1998 - August 2005
Skills
Tax Accounting, CPA, Tax, Corporate Tax, Accounting, Tax Research, Financial Accounting, Tax Preparation
Education
Cleveland State University 1999 — 2002
Master of Accountancy, Tax
The Ohio State University 1991 — 1995
BSBA, Accounting
James Soltesz's Cohen & Company Experience October 2010 - June 2014
Job Analyst at BDCA Adviser
Industry Financial Services
Experience
BDCA Adviser July 2014 - Present
Cohen & Company October 2010 - June 2014
Royal Oak Capital Management February 2009 - September 2009
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BDCA Adviser July 2014 - Present
Cohen & Company October 2010 - June 2014
Royal Oak Capital Management February 2009 - September 2009
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Jonathan Herb's Cohen & Company Experience January 2006 - June 2006
Job Corporate Banking COO Group AVP
Industry Banking
Experience
Credit Suisse May 2012 - Present
Wells Fargo Bank January 2011 - May 2012
State Street Bank May 2008 - January 2011
Landesbank Baden-Württemberg January 2007 - July 2007
Cohen & Company January 2006 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, PowerPoint, Wall Street Office, Intex, Bloomberg Terminal, CDONet, CDO Suite, Risk Management, CDO, Portfolio Management
Education
Northeastern University 2003 — 2008
International Business, Finance, General, 3.1
Hochschule Reutlingen 2006 — 2007
International Business
Credit Suisse May 2012 - Present
Wells Fargo Bank January 2011 - May 2012
State Street Bank May 2008 - January 2011
Landesbank Baden-Württemberg January 2007 - July 2007
Cohen & Company January 2006 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, PowerPoint, Wall Street Office, Intex, Bloomberg Terminal, CDONet, CDO Suite, Risk Management, CDO, Portfolio Management
Education
Northeastern University 2003 — 2008
International Business, Finance, General, 3.1
Hochschule Reutlingen 2006 — 2007
International Business
Bill Dutton's Cohen & Company Experience September 1992 - February 1999
Job Partner at Lytkowski & Co., Inc.
Industry Accounting
Experience
Lytkowski & Co., Inc. February 1999 - Present
Cohen & Company September 1992 - February 1999
Skills
Certified Fraud Examiner, Forensic Accounting, Expert Witness, Tax, Auditing, Fraud, Estate Planning, Accounting, CPA, Internal Controls, Income Tax, Corporate Tax, Due Diligence, Financial Reporting, Financial Accounting, Tax Returns, GAAP, Litigation Consulting, Strategic Financial..., Small Business, Assurance, US GAAP, Financial Analysis, Finance, Business Valuation, General Ledger, Financial Planning
Education
John Carroll University 1990 — 1992
BSBA, Accounting
Lakeland Community College 1988 — 1990
AA, Business
Mentor High School 1985 — 1988
LC 2015
Lytkowski & Co., Inc. February 1999 - Present
Cohen & Company September 1992 - February 1999
Skills
Certified Fraud Examiner, Forensic Accounting, Expert Witness, Tax, Auditing, Fraud, Estate Planning, Accounting, CPA, Internal Controls, Income Tax, Corporate Tax, Due Diligence, Financial Reporting, Financial Accounting, Tax Returns, GAAP, Litigation Consulting, Strategic Financial..., Small Business, Assurance, US GAAP, Financial Analysis, Finance, Business Valuation, General Ledger, Financial Planning
Education
John Carroll University 1990 — 1992
BSBA, Accounting
Lakeland Community College 1988 — 1990
AA, Business
Mentor High School 1985 — 1988
LC 2015
Amy Ciccotelli's Cohen & Company Experience August 2009 - September 2012
Job Tax Manager at Bober Markey Fedorovich
Industry Accounting
Experience
Bober Markey Fedorovich February 2015 - Present
Dyke Yaxley, LLC October 2012 - February 2015
Cohen & Company August 2009 - September 2012
Skoda Minotti August 2008 - June 2009
Arthur Andersen August 1998 - December 2000
KPMG US 1997 - 1998
American Greetings August 1995 - January 1997
PJSC "Deloitte & Touche USC" 1992 - 1995
Skills
Tax, Tax Accounting, Corporate Tax, Accounting, Auditing, CPA, Financial Reporting, Tax Preparation, GAAP, Tax Returns, Financial Analysis, US GAAP, Financial Statements
Education
The University of Akron 2010 — 2015
Master of Taxation
Case Western Reserve University 1987 — 2002
B.S., Accounting
Bober Markey Fedorovich February 2015 - Present
Dyke Yaxley, LLC October 2012 - February 2015
Cohen & Company August 2009 - September 2012
Skoda Minotti August 2008 - June 2009
Arthur Andersen August 1998 - December 2000
KPMG US 1997 - 1998
American Greetings August 1995 - January 1997
PJSC "Deloitte & Touche USC" 1992 - 1995
Skills
Tax, Tax Accounting, Corporate Tax, Accounting, Auditing, CPA, Financial Reporting, Tax Preparation, GAAP, Tax Returns, Financial Analysis, US GAAP, Financial Statements
Education
The University of Akron 2010 — 2015
Master of Taxation
Case Western Reserve University 1987 — 2002
B.S., Accounting
Donna Weaver's Cohen & Company Experience October 2004 - Present
Job Tax Manager at Cohen & Company
Industry Accounting
Experience
Cohen & Company October 2004 - Present
Lytkowski & Co. October 1999 - September 2004
Cohen & Company September 1992 - April 1999
Skills
Tax, Tax Preparation, CPA, Accounting, Corporate Tax, Income Tax, Tax Returns
Education
The University of Akron 2007 — 2011
Master's degree, Taxation
Cleveland State University 1985 — 1992
Bachelor of Business Administration (BBA), Accounting
Cohen & Company October 2004 - Present
Lytkowski & Co. October 1999 - September 2004
Cohen & Company September 1992 - April 1999
Skills
Tax, Tax Preparation, CPA, Accounting, Corporate Tax, Income Tax, Tax Returns
Education
The University of Akron 2007 — 2011
Master's degree, Taxation
Cleveland State University 1985 — 1992
Bachelor of Business Administration (BBA), Accounting
Danielle Barnett, MPA, CPC-A's Cohen & Company Experience September 2011 - October 2013
Job Associate at Segal Consulting
Industry Hospital & Health Care
Experience
Segal Consulting April 2014 - Present
SS&G November 2013 - March 2014
Cohen & Company September 2011 - October 2013
The Ohio State University December 2009 - August 2011
Outcome Matters August 2007 - January 2010
Dr. Robert Stern, MD Inc. June 2004 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Strategic Planning, Editing, Analysis
Education
Cleveland State University 2012 — 2014
Master of Public Administration (MPA), Healthcare Management, 3.9
The Ohio State University 2009 — 2011
Bachelor of Arts (B.A.), Women's Studies
Cleveland State University 2007 — 2009
Laurel School 2004 — 2007
High School Diploma
Segal Consulting April 2014 - Present
SS&G November 2013 - March 2014
Cohen & Company September 2011 - October 2013
The Ohio State University December 2009 - August 2011
Outcome Matters August 2007 - January 2010
Dr. Robert Stern, MD Inc. June 2004 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Strategic Planning, Editing, Analysis
Education
Cleveland State University 2012 — 2014
Master of Public Administration (MPA), Healthcare Management, 3.9
The Ohio State University 2009 — 2011
Bachelor of Arts (B.A.), Women's Studies
Cleveland State University 2007 — 2009
Laurel School 2004 — 2007
High School Diploma
Raymond Polantz's Cohen & Company Experience November 2006 - Present
Job Tax Principal at Cohen & Company
Industry Accounting
Experience
Cohen & Company November 2006 - Present
Chess Financial June 2004 - November 2006
Deloitte & Touche May 2001 - June 2004
Arthur Andersen LLP 1998 - 2001
Education
University of Denver 1997 — 1998
Masters, Taxation
John Carroll University 1993 — 1997
BSBA, Accountancy
Cohen & Company November 2006 - Present
Chess Financial June 2004 - November 2006
Deloitte & Touche May 2001 - June 2004
Arthur Andersen LLP 1998 - 2001
Education
University of Denver 1997 — 1998
Masters, Taxation
John Carroll University 1993 — 1997
BSBA, Accountancy
Arthur Rice II's Cohen & Company Experience January 2012 - May 2013
Job Accounting Analyst at Dealer Tire
Industry Accounting
Experience
Dealer Tire September 2015 - Present
Remedi SeniorCare Pharmacy May 2013 - Present
Cohen & Company January 2012 - May 2013
Cohen & Company June 2011 - August 2011
Meaden & Moore January 2011 - April 2011
Austin Powder Company May 2010 - December 2010
Skills
Financial Reporting, Accounting, Tax Accounting, Financial Accounting, Tax, Corporate Tax, Accounting Applications, Teamwork, Account Reconciliation, Microsoft Office, Sales Tax, Tax Returns, CPA
Education
Cleveland State University
Master of Business Administration (MBA), Accounting
Case Western Reserve University - Weatherhead School of Management 2007 — 2011
Bachelor of Science (BS), Accounting
Brunswick High School
Dealer Tire September 2015 - Present
Remedi SeniorCare Pharmacy May 2013 - Present
Cohen & Company January 2012 - May 2013
Cohen & Company June 2011 - August 2011
Meaden & Moore January 2011 - April 2011
Austin Powder Company May 2010 - December 2010
Skills
Financial Reporting, Accounting, Tax Accounting, Financial Accounting, Tax, Corporate Tax, Accounting Applications, Teamwork, Account Reconciliation, Microsoft Office, Sales Tax, Tax Returns, CPA
Education
Cleveland State University
Master of Business Administration (MBA), Accounting
Case Western Reserve University - Weatherhead School of Management 2007 — 2011
Bachelor of Science (BS), Accounting
Brunswick High School
Kenneth Fu's Cohen & Company Experience August 2015 - Present
Job Senior Tax Accountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company August 2015 - Present
Margolin, Winer & Evens LLP May 2014 - August 2015
EY July 2010 - January 2014
UTC Carrier July 2008 - August 2008
Skills
Accounting, Tax, Microsoft Excel, Account Reconciliation, Financial Services, Income Tax
Education
Binghamton University 2006 — 2010
Binghamton University - School of Management 2006 — 2010
Bachelor of Science, Summa Cum Laude, Accounting
Cohen & Company August 2015 - Present
Margolin, Winer & Evens LLP May 2014 - August 2015
EY July 2010 - January 2014
UTC Carrier July 2008 - August 2008
Skills
Accounting, Tax, Microsoft Excel, Account Reconciliation, Financial Services, Income Tax
Education
Binghamton University 2006 — 2010
Binghamton University - School of Management 2006 — 2010
Bachelor of Science, Summa Cum Laude, Accounting
Marcie Stuckel's Cohen & Company Experience 1994 - 1996
Job VP Finance and Administration at Jordan Lawrence Group
Industry Computer Software
Experience
Jordan Lawrence January 2008 - Present
RubinBrown LLP 2000 - 2006
Mallinckrodt 1998 - 2000
Brooks Fiber Properties (WorldCom) 1996 - 1998
Cohen & Company 1994 - 1996
Skills
Sarbanes-Oxley Act, GAAP, Accounting, Internal Controls, Process Improvement, Budgets, Financial Accounting, Internal Audit, Revenue Recognition, Financial Reporting, US GAAP, CPA, Auditing
Education
John Carroll University 1990 — 1994
B.S.B.A., Accounting
Jordan Lawrence January 2008 - Present
RubinBrown LLP 2000 - 2006
Mallinckrodt 1998 - 2000
Brooks Fiber Properties (WorldCom) 1996 - 1998
Cohen & Company 1994 - 1996
Skills
Sarbanes-Oxley Act, GAAP, Accounting, Internal Controls, Process Improvement, Budgets, Financial Accounting, Internal Audit, Revenue Recognition, Financial Reporting, US GAAP, CPA, Auditing
Education
John Carroll University 1990 — 1994
B.S.B.A., Accounting
Michael Henneberry's Cohen & Company Experience April 2008 - November 2010
Job Managing Director at Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities May 2013 - Present
BBVA November 2010 - May 2013
Cohen & Company April 2008 - November 2010
Bear Stearns May 1992 - December 2007
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
MBA, Finance
Villanova University 1979 — 1983
Bachelor of Science (BS), Mathematics
Amherst Pierpont Securities May 2013 - Present
BBVA November 2010 - May 2013
Cohen & Company April 2008 - November 2010
Bear Stearns May 1992 - December 2007
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
MBA, Finance
Villanova University 1979 — 1983
Bachelor of Science (BS), Mathematics
Sean T. Abrams, CPA's Cohen & Company Experience October 2014 - Present
Job Audit Manager at Cohen & Company
Industry Accounting
Experience
Cohen & Company October 2014 - Present
Crowe Horwath LLP January 2007 - October 2014
Tebay Mosley January 2006 - April 2006
Skills
Auditing, CPA, Accounting, Financial Statements, US GAAP
Education
Bowling Green State University 2002 — 2006
BA, Accounting
Cohen & Company October 2014 - Present
Crowe Horwath LLP January 2007 - October 2014
Tebay Mosley January 2006 - April 2006
Skills
Auditing, CPA, Accounting, Financial Statements, US GAAP
Education
Bowling Green State University 2002 — 2006
BA, Accounting
Marlene Piatak's Cohen & Company Experience January 1996 - May 2011
Job VP, Finance & Administration at OneCommunity
Industry Telecommunications
Experience
OneCommunity December 2014 - Present
Everstream Solutions LLC December 2014 - Present
OneCommunity September 2013 - December 2014
OneCommunity June 2011 - September 2013
Cohen & Company January 1996 - May 2011
Skills
Real Estate, Employee Benefits, Auditing, Accounting, Microsoft Office, Non-profits, Compliance, Audit, Financial Reporting, CPA, Internal Controls, GAAP, External Audit, General Ledger, Financial Statements, Microsoft Excel, Nonprofits, Financial Analysis, Tax Preparation, Fixed Assets, Financial Accounting, Corporate Tax, SEC filings, Management, Tax, Finance, Budgets, US GAAP, Process Improvement, Due Diligence
Education
Baldwin Wallace University 1993 — 1997
Bachelors, Accounting
OneCommunity December 2014 - Present
Everstream Solutions LLC December 2014 - Present
OneCommunity September 2013 - December 2014
OneCommunity June 2011 - September 2013
Cohen & Company January 1996 - May 2011
Skills
Real Estate, Employee Benefits, Auditing, Accounting, Microsoft Office, Non-profits, Compliance, Audit, Financial Reporting, CPA, Internal Controls, GAAP, External Audit, General Ledger, Financial Statements, Microsoft Excel, Nonprofits, Financial Analysis, Tax Preparation, Fixed Assets, Financial Accounting, Corporate Tax, SEC filings, Management, Tax, Finance, Budgets, US GAAP, Process Improvement, Due Diligence
Education
Baldwin Wallace University 1993 — 1997
Bachelors, Accounting
Caitlin (Fisher) Boswell, CPA's Cohen & Company Experience October 2012 - April 2013
Job Staff Accountant at Associated Materials, Inc.
Industry Accounting
Experience
Associated Materials April 2015 - Present
Crosscountry Mortgage November 2013 - April 2015
Clothes Mentor May 2013 - November 2013
Cohen & Company October 2012 - April 2013
Bowling Green State University August 2011 - August 2012
State of Ohio Office of the Auditor May 2010 - August 2010
Skills
Accounting, Auditing, Financial Accounting, US GAAP, Microsoft Excel
Education
Bowling Green State University 2011 — 2012
Master of Accountancy, Accounting/Auditing
Bowling Green State University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Associated Materials April 2015 - Present
Crosscountry Mortgage November 2013 - April 2015
Clothes Mentor May 2013 - November 2013
Cohen & Company October 2012 - April 2013
Bowling Green State University August 2011 - August 2012
State of Ohio Office of the Auditor May 2010 - August 2010
Skills
Accounting, Auditing, Financial Accounting, US GAAP, Microsoft Excel
Education
Bowling Green State University 2011 — 2012
Master of Accountancy, Accounting/Auditing
Bowling Green State University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Bryan Kunsman, CPA's Cohen & Company Experience June 2006 - August 2009
Job Manager, Tax Research and Planning
Industry Accounting
Experience
NACCO Materials Handling Group January 2015 - Present
NACCO Materials Handling Group June 2013 - Present
NACCO Materials Handling Group April 2011 - Present
Ferro Corporation June 2010 - April 2011
Davis & Associates, Inc. August 2009 - June 2010
Cohen & Company June 2006 - August 2009
Skills
OneSource Tax Provision, OnSource Income Tax
Education
Cleveland State University 2006 — 2009
Master's of Accountancy with a Tax Focus, Accountancy/Taxation
John Carroll University 2002 — 2006
Bachelor's of Science in Business Administration, Accountancy
NACCO Materials Handling Group January 2015 - Present
NACCO Materials Handling Group June 2013 - Present
NACCO Materials Handling Group April 2011 - Present
Ferro Corporation June 2010 - April 2011
Davis & Associates, Inc. August 2009 - June 2010
Cohen & Company June 2006 - August 2009
Skills
OneSource Tax Provision, OnSource Income Tax
Education
Cleveland State University 2006 — 2009
Master's of Accountancy with a Tax Focus, Accountancy/Taxation
John Carroll University 2002 — 2006
Bachelor's of Science in Business Administration, Accountancy
Andrea A.'s Cohen & Company Experience June 2012 - October 2012
Job Financial Analyst at Cleveland Clinic
Industry Accounting
Experience
Cleveland Clinic July 2015 - Present
Cleveland Clinic February 2014 - July 2015
Cleveland Clinic February 2013 - February 2014
Cohen & Company June 2012 - October 2012
University Directories May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Accounting, Auditing, Softball, Coaching, Teamwork, Leadership, Financial Reporting, Financial Analysis, Data Analysis, Management, Healthcare
Education
The University of Akron 2008 — 2012
Bachelor's degree, Accounting, Graduated
Dalton High School 2004 — 2008
General Eduacation, Graduated
Cleveland State University
Master of Business Administration (M.B.A.)
Cleveland Clinic July 2015 - Present
Cleveland Clinic February 2014 - July 2015
Cleveland Clinic February 2013 - February 2014
Cohen & Company June 2012 - October 2012
University Directories May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Accounting, Auditing, Softball, Coaching, Teamwork, Leadership, Financial Reporting, Financial Analysis, Data Analysis, Management, Healthcare
Education
The University of Akron 2008 — 2012
Bachelor's degree, Accounting, Graduated
Dalton High School 2004 — 2008
General Eduacation, Graduated
Cleveland State University
Master of Business Administration (M.B.A.)
Amanda Riccardi's Cohen & Company Experience October 2012 - April 2013
Job Accountant at CRM Real Estate Services
Industry Accounting
Experience
Supply Technologies 2015 - Present
CRM Real Estate Services March 2014 - 2015
Cohen & Company October 2012 - April 2013
Skoda Minotti January 2011 - September 2012
Skills
Tax, Financial Reporting, Corporate Tax, Auditing, Financial Accounting, Accounting, US GAAP, Partnership Taxation, Tax Preparation, Tax Accounting, General Ledger, Financial Statements
Education
Cleveland State University 2009 — 2010
MBA, Accounting
Mercyhurst College 2004 — 2008
Bachelor of Science (B.S.), Accounting
Supply Technologies 2015 - Present
CRM Real Estate Services March 2014 - 2015
Cohen & Company October 2012 - April 2013
Skoda Minotti January 2011 - September 2012
Skills
Tax, Financial Reporting, Corporate Tax, Auditing, Financial Accounting, Accounting, US GAAP, Partnership Taxation, Tax Preparation, Tax Accounting, General Ledger, Financial Statements
Education
Cleveland State University 2009 — 2010
MBA, Accounting
Mercyhurst College 2004 — 2008
Bachelor of Science (B.S.), Accounting
Jeanne Jolluck's Cohen & Company Experience April 2012 - Present
Job Executive Assistant / Office of the CEO at Cohen & Company
Industry Accounting
Experience
Cohen & Company April 2012 - Present
Anthony & Sylvan Pools January 2011 - April 2012
Anthony & Sylvan Pools October 1998 - January 2011
KPMG June 1989 - August 1998
Squire, Sanders & Dempsey LLP June 1987 - June 1989
Skills
Human Resources, Conflict Resolution, Coaching, Customer Service, Management, Microsoft Excel, Process Scheduler, Microsoft Office, Microsoft Word, Policy Development, Employee Relations, Employee Communications, Event Planning
Education
Institute of Holistic Health Careers 2005 — 2008
Board Certified Polarity Practitioner, Polarity Therapy
Baldwin Wallace University
Human Resources Certificate
Cohen & Company April 2012 - Present
Anthony & Sylvan Pools January 2011 - April 2012
Anthony & Sylvan Pools October 1998 - January 2011
KPMG June 1989 - August 1998
Squire, Sanders & Dempsey LLP June 1987 - June 1989
Skills
Human Resources, Conflict Resolution, Coaching, Customer Service, Management, Microsoft Excel, Process Scheduler, Microsoft Office, Microsoft Word, Policy Development, Employee Relations, Employee Communications, Event Planning
Education
Institute of Holistic Health Careers 2005 — 2008
Board Certified Polarity Practitioner, Polarity Therapy
Baldwin Wallace University
Human Resources Certificate
Emily Kwong, CPA's Cohen & Company Experience August 2011 - April 2015
Job Senior Tax Accountant at National Interstate Insurance Company
Industry Accounting
Experience
National Interstate Insurance Company May 2015 - Present
Cohen & Company August 2011 - April 2015
Cleveland Medical Center January 2010 - November 2010
CWRU College of Arts and Sciences June 2009 - January 2010
Aging and Supportive Care in Advanced Cancer Study October 2007 - April 2008
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, GAAP, CPA, Corporate Tax, Income Tax, Tax Accounting, Microsoft Office, US GAAP, General Ledger, Tax Returns, Financial Statements
Education
The University of Akron 2011 — 2012
Master of Taxation
Case Western Reserve University - Weatherhead School of Management 2010 — 2011
Master of Accountancy, Accountancy
Case Western Reserve University 2007 — 2011
Bachelor of Science, Accounting
National Interstate Insurance Company May 2015 - Present
Cohen & Company August 2011 - April 2015
Cleveland Medical Center January 2010 - November 2010
CWRU College of Arts and Sciences June 2009 - January 2010
Aging and Supportive Care in Advanced Cancer Study October 2007 - April 2008
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, GAAP, CPA, Corporate Tax, Income Tax, Tax Accounting, Microsoft Office, US GAAP, General Ledger, Tax Returns, Financial Statements
Education
The University of Akron 2011 — 2012
Master of Taxation
Case Western Reserve University - Weatherhead School of Management 2010 — 2011
Master of Accountancy, Accountancy
Case Western Reserve University 2007 — 2011
Bachelor of Science, Accounting
Brandon Coates's Cohen & Company Experience September 2011 - Present
Job Senior Manager at Cohen & Company
Industry Accounting
Experience
Cohen & Company September 2011 - Present
LublinSussman Group December 2006 - September 2011
Skills
GAAP, Accounting, CPA, Fixed Assets, General Ledger, Internal Controls
Education
Bowling Green State University 2002 — 2006
BSBA, Accounting
Cohen & Company September 2011 - Present
LublinSussman Group December 2006 - September 2011
Skills
GAAP, Accounting, CPA, Fixed Assets, General Ledger, Internal Controls
Education
Bowling Green State University 2002 — 2006
BSBA, Accounting
Patrick LaBreche's Cohen & Company Experience January 2012 - April 2013
Job Illustrator and Animator
Industry Graphic Design
Experience
American Greetings October 2014 - Present
American Greetings July 2013 - October 2014
Cohen & Company January 2012 - April 2013
Blue Sky Group - Design and Production May 2012 - August 2012
Blue Sky Group - Design and Production June 2011 - August 2011
Skills
Illustration, Illustrator, InDesign, Adobe Creative Suite, Graphic Design, Character Animation, HTML, Photoshop, Animation, Sketching, Brochures, Advertising
Education
Cleveland Institute of Art 2009 — 2013
Bachelor of Fine Arts (BFA), Illustration
American Greetings October 2014 - Present
American Greetings July 2013 - October 2014
Cohen & Company January 2012 - April 2013
Blue Sky Group - Design and Production May 2012 - August 2012
Blue Sky Group - Design and Production June 2011 - August 2011
Skills
Illustration, Illustrator, InDesign, Adobe Creative Suite, Graphic Design, Character Animation, HTML, Photoshop, Animation, Sketching, Brochures, Advertising
Education
Cleveland Institute of Art 2009 — 2013
Bachelor of Fine Arts (BFA), Illustration
Franco Caponi's Cohen & Company Experience May 2015 - Present
Job Tax Intern at Cohen & Company
Industry Accounting
Experience
Cohen & Company May 2015 - Present
Education
John Carroll University 2012 — 2016
Accounting
John Carroll University 2012 — 2016
Accountancy
Cohen & Company May 2015 - Present
Education
John Carroll University 2012 — 2016
Accounting
John Carroll University 2012 — 2016
Accountancy
Derek Solomon's Cohen & Company Experience 1999 - Present
Job Director at Cohen & Company
Industry Accounting
Experience
Cohen & Company 1999 - Present
Cohen & Company 1994 - 1998
Cohen & Company 1988 - 1993
Skills
Strategic Financial..., Financial Modeling, Due Diligence, Litigation Support, Business Litigation, Personal Injury..., Damage Assessment, Business Valuation, Financial Accounting, Financial Analysis, Management Consulting, Feasibility Studies, Corporate Finance, Technical Presentations, Economics, Economic Research, Economic Data Analysis, Real Estate Development, Business Transactions, Personal Tax Planning, Business Tax Planning, Financial Planning, Management, Financial Reporting, Accounting
Education
Allegheny College 1984 — 1988
Bachelor's Degree, Economics
John Carroll University 1988 — 1990
Accounting Sequence non-degree program, Accounting and Tax
Cleveland State University 1995 — 2000
Master's Degree, Economics
Cohen & Company 1999 - Present
Cohen & Company 1994 - 1998
Cohen & Company 1988 - 1993
Skills
Strategic Financial..., Financial Modeling, Due Diligence, Litigation Support, Business Litigation, Personal Injury..., Damage Assessment, Business Valuation, Financial Accounting, Financial Analysis, Management Consulting, Feasibility Studies, Corporate Finance, Technical Presentations, Economics, Economic Research, Economic Data Analysis, Real Estate Development, Business Transactions, Personal Tax Planning, Business Tax Planning, Financial Planning, Management, Financial Reporting, Accounting
Education
Allegheny College 1984 — 1988
Bachelor's Degree, Economics
John Carroll University 1988 — 1990
Accounting Sequence non-degree program, Accounting and Tax
Cleveland State University 1995 — 2000
Master's Degree, Economics