Cohen & Company
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
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Cohen & Company Employees
The Ohio State University August 2014 - Present
Cohen & Company January 2015 - April 2015
The Blackwell Inn May 2014 - August 2014
Mosaic Sales Solutions April 2014 - June 2014
The Blackwell Inn August 2013 - May 2014
Skills
Leadership, Decisiveness, Analysis, Accountability, Communication, Cooperation, Perseverant, Persuasiveness, Reliability, Integrity, Restaurants, Sales, Retail, Accounting, Access, Public Speaking
Education
The Ohio State University Fisher College of Business 2012 — 2015
Accounting
Bay High School 2008 — 2012
China Development Bank October 2011 - Present
Cohen & Company September 2007 - September 2010
Skills
Executive Support, Financial Modeling, Financial Analysis, Asset Management, Equities, Economics, Banking, Investments, Capital Markets, Securities, Credit, Portfolio Management, Microsoft Excel, Microsoft Office, Financial Markets, Investment Banking, Corporate Finance, Risk Management, Finance, Derivatives
Education
New York Institute of Technology 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 4.0
University of Adelaide 2004 — 2007
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Ohio Northern University August 2015 - Present
Dairy Farmers of America May 2015 - August 2015
Cohen & Company January 2015 - April 2015
National Interstate Insurance Company May 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Research, Access, Accounting, Teamwork, Analysis, Data Analysis, Event Planning, Public Speaking, Social Media
Education
Ohio Northern University 2011 — 2015
BSBA, Accounting
PM Kalco Inc. January 2013 - Present
PM Recovery, Inc January 2013 - Present
PM Kalco Inc March 2011 - Present
The Dolan Group 2002 - 2007
Cohen & Company 1993 - 2000
Skills
Certified Public..., Financial Reporting, Accounting, Forecasting, Financial Analysis, Budgets, Auditing, Internal Controls, Financial Accounting, Cost Accounting, Sarbanes-Oxley Act, Managerial Finance, Process Improvement, Manufacturing
Education
Slippery Rock University of Pennsylvania 1988 — 1991
Bachelor of Science Business Administration, Accounting, Summa Cum Laude
Lautze & Lautze May 2014 - Present
Cohen & Company October 2012 - April 2014
Skills
GAAP, CPA, Tax Preparation, General Ledger, Accounting, Tax, Financial Statements, Financial Reporting, Auditing, Internal Controls, Financial Accounting, US GAAP, Fixed Assets, Income Tax
Education
Ohio University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Financial Planning firm 1993 - Present
Cohen & Company March 1987 - August 1993
Skills
Tax, CPA, Estate Planning, Strategic Financial..., Retirement Planning, Retirement
Education
The University of Akron 1984 — 1986
BS, Accounting
Cohen & Company January 2015 - April 2015
Ohio University Credit Union May 2014 - August 2014
The Hardware Exchange March 2007 - August 2013
Skills
Leadership, Consulting, Project Management, Business Analysis, Public Speaking, Business Intelligence, CRM, Professional Services, Requirements Analysis, Tax Accounting, Corporate Tax, Personal Income Tax..., Data Analysis, Requirements Gathering, Visio, Business Process, Business Process..., ERP, Financial Statements, Problem Solving
Education
Ohio University 2012 — 2015
Accounting and Business Pre-Law
Ohio University 2011 — 2015
Solon High School
Cohen & Company August 2015 - Present
Buckeye Power May 2014 - August 2014
GM Industrial May 2013 - August 2013
Kampf Scaping May 2009 - August 2012
Marketing Productions August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Analysis, Customer Service, Research, Marketing, Presentations, Financial Reporting, Management, Project Management, Market Research, Marketing Strategy, Financial Accounting, Finance
Education
The Ohio State University 2011 — 2015
Bachelor's Degree, Accounting, 3.75
Chagrin Falls High School 2007 — 2011
Cohen & Company August 2013 - Present
CBIZ MHM, LLC January 2013 - April 2013
Apple Growth Partners January 2012 - May 2012
Schalmo Builders Inc. June 2003 - July 2011
Skills
Construction Management, Labor, Heavy Equipment, Woodworking, Framing, New Construction Homes, Personal Finance, Tax Accounting, Estate Planning, Trusts, Tax Preparation, Tax Returns, Accounting, Tax, Corporate Tax, Income Tax
Education
The University of Akron 2013 — 2014
Master's degree, Taxation
Kent State University 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
PwC September 2014 - Present
Iroquois Group August 2013 - May 2014
Cohen & Company May 2013 - August 2013
C.A. Litzler Company, Inc December 2012 - January 2013
Case Western Reserve University December 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Real Estate, Financial Accounting, Financial Analysis, Social Media, Customer Service, Higher Education, Leadership, Marketing, Networking, Management
Education
Saint Bonaventure University 2009 — 2014
Master of Business Administration (M.B.A.), Accounting
Saint Bonaventure University 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Gilmour Academy 2006 — 2009
ExxonMobil October 2013 - Present
Siemens Healthcare November 2012 - August 2013
Liberty Title January 2012 - July 2012
Eaton July 2011 - October 2011
Cohen & Company November 2010 - July 2011
Starbucks May 2007 - December 2010
Orthopaedic Rehab Specialist May 2009 - August 2010
Skills
Customer Service, Contract Management, Invoice Processing, Accounts Receivable, Internal Audit, SAP, Accounts Payable, Management, Nutrition, Fitness, Personal Training, Wellness, Financial Analysis
Education
Michigan State University 2006 — 2010
Bachelor of Science (B.S.), Kinesiology and Health Promotion
Kraft Fluid Systems March 2015 - Present
Crosscountry Mortgage, Inc. September 2013 - January 2015
Cohen & Company September 2006 - September 2013
The Goodyear Tire & Rubber Company April 2010 - December 2010
Card, Palmer, Sibbison & Co. 2004 - 2006
Education
Tiffin University 1998 — 2003
Master of Business Administration (MBA), Accounting
Cohen & Company January 2007 - Present
Skills
CPA, Corporate Tax, Tax Preparation, State and Local Tax, CCH ProSystem fx, GoSystems, Personal Tax Planning, Preparation, S Corporations, Multi-state tax returns, Tax Returns
Education
The University of Akron 2012 — 2014
Master's Degree, Taxation
Youngstown State University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
John Carroll University May 2015 - Present
Interpretations Dance Academny; Brecksville Broadview Heights Recreational Center June 2014 - Present
Cohen & Company November 2013 - May 2015
Arnstein & Lehr LLP September 2011 - October 2013
Benesch Law January 2011 - August 2011
Studio C School of Dance August 2010 - May 2011
Entertainment Cruises Inc. June 2010 - August 2010
Dream Careers Inc. 2010 - 2010
Vocon June 2008 - September 2008
Skills
Microsoft Excel, Advertising, Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Time Management, Social Media, Graphic Design, Management, Event Planning, Social Networking, Email Marketing, Business Development, Sales
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Marketing
Brecksville Broadview Heights High School
Cohen & Company January 2003 - Present
Merrill Lynch 2002 - 2002
Skills
Accounting, Tax, Corporate Tax, Tax Preparation, Income Tax, Tax Research, Multi-state tax returns
Education
The University of Akron 2003 — 2004
Master's degree, Taxation
Youngstown State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Cohen & Company June 2015 - Present
BDO USA, LLP August 2014 - May 2015
Weaver Express April 2013 - August 2014
SS&G November 2003 - April 2013
Skills
CPA, Financial Reporting, GAAP, Accounting, Financial Analysis, Corporate Tax, Financial Accounting, Tax, Tax Preparation
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan April 2015 - Present
Cohen & Company June 2014 - August 2014
Skills
Matlab, C++, Java, OCaml, Python, R, Analysis, Data Analysis, Mathematics, VBA
Education
New York University 2013 — 2014
Master's degree, Mathematics in Finance
Ecole Centrale Paris 2011 — 2014
Bachelor’s degree, Engineering and Applied Mathematics
University of Paris 11 2011 — 2012
Bachelor of Science, Fundamental and Applied Mathematics
Lycée Janson de Sailly 2009 — 2011
No Degree, Mathematics and Physics
ValMark Securities July 2013 - Present
Cohen & Company September 2000 - June 2013
Skills
Corporate Tax, CPA, Tax, Tax Accounting, Tax Preparation, Income Tax, Accounting, Tax Returns, Tax Advisory
Education
The University of Akron 2001 — 2004
M Tax, Taxation
Kent State University 1997 — 2000
Bachelor of Science, Accounting
BCG & Company January 2013 - Present
Cohen & Company July 2012 - September 2012
Summit Racing Equipment April 2012 - July 2012
BCG & Company January 2012 - April 2012
Brennan, Manna & Diamond, LLC September 2008 - January 2012
Summit County Internal Audit Department August 2011 - December 2011
Skills
Excel, French, Access, Accounts Receivable, Microsoft Office, Accounting, Human Resources, Time Management, Tax, Tax Research, Recruiting, Tax Returns, Tax Preparation, Corporate Tax, ProSystem fx Tax, Tax Accounting, Income Tax, Outlook, Microsoft Word, Microsoft Excel
Education
The University of Akron 2007 — 2012
Bachelor of Science, Accounting
The University of Akron 2007 — 2012
Minor, French
Meaden & Moore November 2014 - Present
Cohen & Company September 2005 - October 2014
CBIZ MHM, LLC 1999 - September 2005
PricewaterhouseCoopers 1991 - 1999
Skills
Tax, Accounting, CPA, GAAP, SEC filings, Internal Controls, Financial Analysis, Tax Preparation, Income Tax, Financial Reporting, Auditing, Corporate Tax, QuickBooks, S Corporations, Account Reconciliation, Payroll, Tax Accounting, Budgets, Tax Returns, Financial Accounting, Valuation, Partnership Taxation, Small Business, Bookkeeping, Due Diligence, Investments, Financial Modeling, Finance, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Restructuring, Tax Research, Accounts Receivable, Business Valuation, Journal Entries, Forecasting, Accounts Payable, Forensic Accounting, Internal Audit, Private Equity, International Tax, General Ledger, Tax Advisory, Fixed Assets, Financial Statements, Cash Flow, Cost Accounting, Assurance, Strategic Financial...
Education
The University of Akron
Accounting
Cohen & Company January 2013 - Present
Skills
Tax, Accounting, Tax Preparation, Estate and Gift Taxation, Corporate Tax, Income Tax, Financial Reporting, Tax Accounting, Tax Returns
Education
The University of Akron 2013 — 2014
Master's Degree, Taxation
The University of Akron 2008 — 2012
Bachelor of Science in Accountancy, Accounting
Deloitte Tax September 2014 - Present
Cohen & Company January 2014 - September 2014
Winer & Bevilacqua, Inc. July 2013 - January 2014
Deloitte Tax September 2012 - July 2013
Deloitte Tax July 2007 - August 2012
Skills
Tax, Corporate Tax, Tax Accounting, CPA, Income Tax, Tax Research, Big 4, Tax Preparation, Tax Advisory, Partnership Taxation, US Tax, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Auditing, Microsoft Excel, FIN 48, Transfer Pricing, FAS109, High Net Worth..., Tax Returns, ProSystem fx Tax, State Tax, Private Equity, GoSystems, Personal Tax Planning, S Corporations, Fixed Assets, IRS, Personal Income Tax..., Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, QuickBooks, SEC filings, Tax Compliance
Education
Mount Union College 2003 — 2007
Bachelors, Accounting
Cohen & Company December 1985 - Present
Skills
Corporate Tax, Tax, Tax Preparation, Partnership Taxation, Tax Returns, CPA, US GAAP, Income Tax, GAAP, Auditing, Accounting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting
Education
The University of Akron 1979 — 1983
BS in Accounting and Master of Taxation, Accounting
Consolidated Healthcare Services, LLC February 2010 - November 2012
Cohen & Company December 2008 - February 2010
Axcess Medical Imaging Corporation June 2006 - December 2008
Kerkering Barberio February 2004 - May 2006
Pinchasik Yelen Muskat Stein, LLC 1996 - 2002
Skills
Tax Compliance, Corporate Tax, Income Tax, Partnership Taxation, Tax Preparation, CPA, Tax Returns, SEC filings, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Fixed Assets, General Ledger, Cost Reduction..., Financial Analysis, Budget, Contract Negotiation, Treasury Management, Due Diligence, Training, GAAP
Education
University of Central Florida - College of Business Administration 1992 — 1993
Bachelor's degree, Accounting
Cohen & Company October 2012 - Present
Cohen & Company September 2001 - Present
KPMG September 1999 - August 2001
Skills
Accounting, Financial Reporting, Internal Controls, Tax, CPA, Financial Accounting, Auditing, Corporate Tax, Financial Analysis, External Audit, Forensic Accounting, Assurance
Education
Mercyhurst University 1995 — 1999
BA, Accounting and Finance
EY October 2014 - Present
EY January 2013 - September 2014
Cohen & Company December 2010 - January 2013
Cohen and Company September 2008 - December 2010
Skills
Financial Reporting, SEC Reporting, Assurance, 404 Compliance, CPA, Audit, GAAP, Internal Controls, Financial Accounting, General Ledger, US GAAP, Financial Statements, Corporate Tax, Sarbanes-Oxley Act, Accounting, Income Tax, QuickBooks, Financial Analysis, Fixed Assets, SEC filings
Education
The Ohio State University 2007 — 2008
Masters, Accounting
University of Toledo 2003 — 2007
Bachelors, Accounting
Cohen & Company June 2014 - August 2014
Jani-King of Cleveland June 2013 - August 2013
Jani-King of Cleveland June 2010 - August 2012
Skills
Accounts Receivable, Microsoft Applications, Google Docs, CRM, Social Media, Accounting, Customer Service, Account Reconciliation, Accounts Payable, QuickBooks
Education
University of Dayton 2012 — 2015
Bachelor of Science in Business Administration, Accounting
Cedar Fair Entertainment Company June 2014 - August 2014
Cohen & Company January 2014 - April 2014
Fisher Titus Medical Center May 2013 - August 2013
Skills
Teamwork, Time Management, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office
Education
Ohio Northern University 2014 — 2015
Master of Professional Practice in Accounting, Forensic Accounting/Audit Services
Ohio Northern University 2011 — 2014
Bachelor of Science in Business Administration, Accouting, 4.0
Cohen & Company September 2006 - Present
Skills
CPA, Tax, Income Tax, Partnership Taxation, S Corporations
Education
The University of Akron 2006 — 2011
Master's degree, Taxation
Youngstown State University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Cohen & Company May 2014 - August 2014
NOW Valet Inc. April 2012 - August 2014
Phil Bova Baseball Camp June 2008 - June 2011
Skills
Teamwork, Time Management, Accounting, Tax Preparation, Leadership, Oral & Written..., Analytical Skills, Microsoft Office, Microsoft Excel, Research, Team Leadership
Education
University of Dayton 2015 — 2016
Master of Business Administration (M.B.A.), Concentration in Accounting
University of Dayton 2011 — 2015
Bachelor of Science Degree in Business Administration, Accounting and Finance
Padua Franciscan High School 2007 — 2011
DBK Financial Counsel, LLC March 2014 - Present
National Interstate Insurance Company August 2011 - September 2013
Cohen & Company January 2008 - August 2011
Education
The University of Akron 2009 — 2010
Master's degree, Taxation
Kent State University 2004 — 2008
Bachelor's degree, Accounting
CBIZ MHM, LLC December 2013 - Present
Meaden & Moore January 2012 - April 2012
Cohen & Company June 2011 - July 2011
Skills
Accounting, CPA, Auditing, Fixed Assets, Assurance, GAAP, Internal Controls, Financial Statements, Financial Reporting, Financial Accounting, Financial Analysis, Tax, Finance, General Ledger, Tax Accounting
Education
The University of Akron
Bachelor’s Degree, Accounting
XO Communications August 2015 - Present
Harris IT Services Corporation January 2014 - August 2015
Hop & Wine Beverages August 2012 - January 2014
Cohen & Company 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, PowerPoint, GoSystems, Practice Management, Leadership, Microsoft Office, Tax Preparation, Financial Statements, Public Speaking, Social Media, Teamwork, Customer Service, Time Management, Accounting, Account Reconciliation, Finance
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
The University of Akron 2008 — 2012
Bachelor of Science (BS), Accounting
Ohio University August 2012 - Present
Ohio University Student Alumni Board February 2014 - Present
Buffalo Wings and Rings October 2011 - Present
Cohen & Company January 2015 - April 2015
Cohen Fund Audit Services January 2015 - April 2015
Ohio University January 2014 - April 2014
Skills
Accounting, Business Analysis, Customer Service, Leadership, Data Analysis, Team Leadership, Analysis, Management, Customer Satisfaction, Training, Strategic Planning
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Central Crossing High School 2008 — 2012
LegalShield 2007 - Present
COSE 1992 - 2011
Cohen & Company 2006 - 2007
Tisco 2004 - 2006
Bechtel 2000 - 2002
Kintetsu World Express 2000 - 2001
David L Garland & Associates 1999 - 2000
Caldor Corporation 1997 - 1999
Skills
Employee Benefits, Small Business, Human Resources, Payroll, Finance, B2B, Accounts Receivable, Microsoft Word, HRIS, Time Management, Public Speaking, Entrepreneurship, Team Building, Training, Public Relations, Strategic Planning, Leadership, Nonprofits, Management, Networking, Coaching, Business Planning
Education
Lorain County Community College 2000 — 2008
Accounting, Business
Kaplan College 1999 — 2001
Business, Accounting
Lorain County Joint Vocational School 1993 — 1995
Accounting, Electronics, Business
Cohen & Company October 2013 - Present
The University of Akron June 2011 - August 2013
Howland Local Schools August 2010 - June 2011
McDonald Local Schools August 2008 - June 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Analysis, Financial Accounting, Teamwork, Financial Reporting, Research, Auditing, Access, Tax, Data Analysis, English, Bookkeeping, QuickBooks, Customer Service
Education
University of Akron 2011 — 2013
Master of Science in Accountancy, Accounting
Saint Mary's College 2004 — 2008
B.A., Mathematics
Girard High School 2000 — 2004
Cohen & Company October 2014 - Present
Crowe Horwath LLP September 2012 - October 2014
Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Financial Analysis, Financial Statements, Internal Controls, General Ledger, US GAAP, SEC filings, External Audit, Variance Analysis, Consolidation, Financial Audits, Sarbanes-Oxley Act, Microsoft Excel, GAAP, PowerPoint, Finance, Microsoft Office
Education
Ohio University 2007 — 2012
BBA, Accounting
Universita Politecnica delle Marche 2011 — 2011
Brockport High School 2004 — 2007
Cohen Fund Audit Services September 2007 - Present
Cohen & Company 2007 - 2010
Skills
Accounting, Auditing, Financial Analysis, Tax, Financial Reporting, Investments, Financial Modeling, Financial Accounting, Mutual Funds, Mergers, Due Diligence, Hedge Funds, Budget, Internal Controls, Corporate Finance, Alternative Investments, Microsoft Excel, Sarbanes-Oxley Act, Finance, Asset Managment, SEC filings, GAAP, US GAAP, Financial Statements
Education
Ohio University 2002 — 2006
BA in Business, Accounting, Finance, Economics
NACCO Materials Handling Group October 2012 - Present
Domonkos & Assoc., CPA, LLC January 2012 - Present
Carrie LP Domonkos, CPA January 2001 - January 2012
Cohen & Company 2005 - 2006
NACCO Industries, Inc. May 1998 - February 2003
Deloitte & Touche January 1995 - April 1998
Skills
Tax, Analysis, Management, Project Management, Finance, Project Planning, Auditing, Financial Reporting, Financial Analysis, Forecasting, Mergers & Acquisitions
Education
Miami University 1990 — 1994
BS, Accountancy
Kirtland High School
Cohen & Company May 2015 - Present
Miami University August 2012 - Present
Neubert Painting June 2012 - August 2013
Skills
PowerPoint, Microsoft Excel
Education
Miami University 2012 — 2016
Miami University 2012 — 2016
Accounting
The Lubrizol Corporation May 2000 - Present
HW&Co. CPAs & Advisors June 1997 - April 2000
Cohen & Company August 1995 - June 1997
Skills
Corporate Tax, Tax Accounting, Tax, Sarbanes-Oxley Act, International Tax, SEC filings, US GAAP, GAAP, Sarbanes-Oxley, CPA, Tax Research, Income Tax, Financial Accounting, Accounting, Financial Reporting, Internal Controls
Education
University of Akron School of Law 1992 — 1995
Juris Doctor, Law
Youngstown State University 1987 — 1992
Bachelor of Science in Business Administration, Accounting
Cohen & Company January 2014 - April 2014
Sir Pizza June 2009 - January 2014
Ohio University October 2013 - December 2013
Skills
Accounting, Independence, Microsoft Excel, Microsoft Word, Inventory Management, Teamwork, Team Leadership, Organization, PowerPoint, Financial Accounting, Customer Service, Time Management, Microsoft Office, Financial Analysis, Financial Reporting, Visio, ProSystem fx Tax
Education
College of Business, Ohio University 2010 — 2015
Bachelor of Business Administration, Accounting and Management Information Systems
Ohio University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Seneca Valley High School 2005 — 2010
Cohen & Company September 2015 - Present
Grant Thornton LLP 2006 - Present
Ernst & Young June 2001 - January 2002
Arthur Andersen September 1988 - April 2001
Skills
Human Resources
Education
Miami University 1983 — 1987
Bachelor of Science, Human Resource Management, General Business
Lakewood High School - Alum 1980 — 1983
Cohen & Company April 2014 - Present
Cohen & Company January 2014 - April 2014
Apple Growth Partners January 2013 - May 2013
Skills
Tax, Tax Preparation, Accounting, Corporate Tax, Income Tax
Education
The University of Akron 2014 — 2015
Master's degree, Taxation
The University of Akron 2010 — 2014
Accounting
Red Oak Run, LLC September 2014 - Present
Cohen & Company August 2008 - Present
Skills
Critical Thinking, Event Management, Multi-line Phone, Research, Executive..., Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Event Planning, Customer Service
Education
Lake Erie College 2005 — 2008
Bachelor's Degree, Equine Facility Management, 3.8
Neuman & Company, P.A. June 2010 - Present
Cohen & Company January 2007 - May 2010
The Medlin Group February 1993 - December 2005
Clanton Floyd CPAs July 1987 - January 1993
Deloitte & Touche July 1976 - September 1986
Skills
Spreadsheets, QuickBooks, Office Administration, Microsoft Word, Customer Service, Microsoft Excel, Invoicing, 10 Key, Project Management, PowerPoint, Microsoft Office, Bookkeeping, Access, Accounting, Time Management, Telephone Skills, Expenses, Invoice Processing, Management, Budgets
Education
Valencia Community College 2008 — 2010
Certificate of Accounting, Accounting
SUNY College of Technology at Canton 1974 — 1976
Associate's degree, Administrative Assistant and Secretarial Science, General
Hermon DeKalb High School 1971 — 1974
Cohen & Company May 2015 - August 2015
The Ohio State University December 2012 - May 2015
Marathon Petroleum Corporation May 2014 - August 2014
Rae-Ann Surburban Nursing Home July 2011 - January 2014
Westwood Country Club June 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Teamwork, Leadership
Education
The Ohio State University Fisher College of Business 2015 — 2016
Master of Accounting
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor of Science in Business Administration, Accounting & Economics, Senior
Averett Warmus Durkee November 2013 - Present
Cohen & Company October 2008 - October 2013
Kelley Goldberg Leach & Cohn, PC January 1994 - September 2008
KPMG Peat Marwick 1992 - 1993
Cuthill & Eddy January 1989 - November 1992
Skills
CITP Certified..., International Tax, CPA, Corporate Tax, Income Tax, Tax, Tax Preparation, Accounting, S Corporations, Real Estate
Education
University of Central Florida 1986 — 1989
Bachelor of Science, Accounting
Cocktail Crooner April 1999 - Present
A Touch Of Class Music January 1999 - Present
Cohen & Company December 1999 - Present
Skills
Music, Entertainment, Corporate Events, Weddings, Special Events, Event Planning, Event Management, Production, Parties, Singing, Emcee, Festivals, Fundraisers, Sound, Music Industry, Talent Booking, Live Events, Concerts, Music Production, Guitar, POP, Guitarist, Musicians, Dance, Film, Band, Recording, Theatre, Musical Theatre, Songwriting, A&R, Stage Management, Stage, Jazz, Music Publishing, Radio, Audio Engineering, Voice Over, Composition, Tour Management, Vocalist, Record Labels, Songs, Studio Recording, Music Licensing, Orchestral Music, Rock, Acting, Live Sound, Improvisation
Education
The University of Kansas
BS, Business Administration
Fully Accountable LLC April 2015 - Present
CBIZ MHM LLC July 2006 - April 2015
RFP Financial Outsourcing, Inc. November 1998 - June 2006
Cohen & Company January 1990 - October 1998
Skills
Healthcare Consulting, Corporate Tax, Individual Taxation, Accounting, Tax Preparation, Auditing, QuickBooks, Financial Reporting, Income Tax, Financial Analysis, GAAP, Internal Controls, Financial Accounting, CPA, General Ledger, Bookkeeping, Budgets, Tax Accounting, Business Valuation, Mergers, Small Business
Education
The University of Akron 1985 — 1990
Bachelors of Science, Accounting
Cohen Fund Audit Services June 2010 - Present
Pi Kappa Alpha June 2008 - June 2010
Cohen & Company June 2009 - January 2010
Hoban Hockey June 2007 - January 2010
Skoda, Minotti & Co. June 2008 - August 2008
Skills
Accounting, Management, Project Planning, Tax, Microsoft Office, Microsoft Word, Private Equity, PowerPoint, CRM, Financial Accounting, Public Speaking, Social Media
Education
Ohio University 2006 — 2010
B.B.A., Accounting
Cohen & Company December 2012 - Present
Howard, Wershbale & Co. January 2011 - April 2012
Walthall, Drake & Wallace LLP CPAs January 2008 - January 2011
Skills
CPA, Audits of Employee..., Corporate Tax, Financial Accounting, Financial Reporting, HUD audits, Internal Controls, Partnership Taxation, QuickBooks, Accounting, Income Tax, Tax Returns, Auditing, GAAP, General Ledger, Financial Statements
Education
Kent State University 2005 — 2007
BBA
Cohen & Company October 2011 - Present
Levin, Swedler & Company, Inc. December 2010 - October 2011
RPM International Inc. August 2010 - November 2010
The J.M. Smucker Company January 2009 - May 2009
Skills
Employee Benefit Plan..., External Audit, Auditing, Internal Audit, Individual Taxation, Inventory Analysis, Cycle Counting
Education
The University of Akron 2009 — 2010
Masters, Accounting
The University of Akron 2005 — 2009
Bachelors, Accounting
The Scott Fetzer Company May 2014 - Present
Cohen & Company December 2013 - May 2014
Cohen & Company May 2011 - November 2013
Lumsden & McCormick, LLP July 2008 - April 2011
Skills
Internal Controls, Auditing, Tax, Financial Reporting, Accounting, QuickBooks, Income Tax, General Ledger, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, CPA, Tax Preparation, Internal Audit, GAAP, Corporate Tax, Analysis, US GAAP, Cost Accounting, Account Reconciliation, Accounts Receivable, Fixed Assets, Tax Returns, Accounts Payable, Variance Analysis, Journal Entries, Tax Accounting, Bookkeeping, Finance, Assurance, Consolidation, Payroll
Education
State University of New York College at Fredonia 2005 — 2008
Saint Ignatius High School 1998 — 2001
Ganley Auto Group March 2006 - Present
Jack Matia Chevrolet & Honda April 2000 - January 2006
Cohen & Company October 1977 - September 1998
Skills
Forecasting, Financial Analysis, Mergers & Acquisitions, Budgets, Finance, Accounting, Auditing, Strategic Planning, Risk Management, Leadership, Entrepreneurship, Consulting
Education
Kent State University 1999 — 2001
MBA
Kent State University - Graduate School of Management 1999 — 2001
MBA
Cohen & Company August 2011 - Present
Apple Growth Partners September 2000 - August 2011
Toastmasters International 2009 - 2011
WOIO/WUAB 1997 - 2000
Ernst & Young 1987 - 1997
Education
The Ohio State University Fisher College of Business
RAIT Financial Trust January 2007 - Present
Cohen & Company September 2001 - January 2007
The Bancorp Bank December 2000 - September 2001
Skills
Licensed Pennsylvania..., Microsoft Excel, PowerPoint, Microsoft Office, Administrative..., Executive Level..., Calendaring, Executive Support, Expense Reports, Meeting Scheduling, High Level Of..., Organizing Meetings, Executive..., Calendars, Office Administration, Account Reconciliation, Outlook, Confidentiality, Benefits Administration, Financial Analysis, Spreadsheets, Administrative..., Budgets, Human Resources
Education
Moore College of Art and Design 1995 — 1999
BFA, General Fine Arts, 3D Emphasis with Art Teacher Certification
Lexi-Comp, Inc. - acquired by Wolters Kluwer Health May 2011 December 2013 - Present
Wolters Kluwer 2012 - 2015
Lexi-Comp, Inc. - acquired by Wolters Kluwer Health May 2011 May 2011 - December 2013
Lexi-Comp, Inc. May 2009 - May 2011
Cohen & Company September 2004 - April 2009
The Davey Tree Expert Company January 2002 - May 2004
Skills
CPA (inactive), Financial Statements, Tax, Auditing, Accounting, Financial Reporting, Internal Controls
Education
Kent State University 2000 — 2004
Bachelor's, Accounting
GHHS
Forest City Enterprises May 2010 - Present
Cohen & Company September 2008 - April 2010
Cohen & Company May 2007 - August 2007
Family Heritage May 2006 - August 2006
Skills
Accounting, Excel, SAP, Tax, Financial Accounting, QuickBooks, General Ledger, Sarbanes-Oxley Act, GAAP, Account Reconciliation, Accounts Receivable, Financial Modeling, Financial Statements, Finance, Fixed Assets, Accounts Payable, Payroll, Due Diligence, Tax Preparation, Microsoft Excel
Education
Miami University 2004 — 2008
Bachelor of Science in Business, Accountancy and Management Information Systems
Solon High School 1999 — 2003
Medical Mutual June 2015 - Present
Cohen & Company January 2014 - July 2015
Summa Health System August 2012 - January 2014
Cleveland Clinic May 2010 - August 2012
Cleveland Clinic May 2007 - May 2010
Skills
Accounting, Tax, Financial Reporting, Corporate Budgeting, Non-profits, Endowment Funds, Treasury Services, Financial Analysis, PeopleSoft, Journal Entries, Microsoft Excel, GAAP, Financial Accounting, General Ledger, Tax Preparation, Auditing, Cost Accounting, Internal Controls, Nonprofits
Education
The University of Akron 2011 — 2013
Master's degree, Taxation
The University of Akron 2005 — 2010
Bachelor of Science (B.S.), Accounting
Cohen & Company August 2015 - Present
Cohen & Company October 2012 - July 2015
Central Collection Agency City of Cleveland March 2011 - October 2012
Weatherhead School of Management Case Western Reserve University September 2011 - May 2012
Weatherhead School of Management Case Western Reserve University October 2010 - April 2011
Skills
Accounting, Teamwork, Financial Accounting, Microsoft Word, Microsoft Excel, Tax Accounting, Financial Analysis
Education
The University of Akron 2013 — 2014
Master's degree, Taxation
Case Western Reserve University - Weatherhead School of Management 2011 — 2012
Master's degree, Accountancy
Case Western Reserve University - Weatherhead School of Management 2006 — 2011
Bachelor of Science, Accounting
Kuzman & Cline CPAs, Inc. October 2010 - Present
Cohen & Company October 2006 - October 2008
Ernst & Young October 1995 - October 2002
Skills
Tax Preparation, Tax, Financial Reporting, Corporate Tax, Accounting, Income Tax, Tax Returns, Financial Accounting, CPA, Tax Accounting, GAAP
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Accounting
Premier Accounting Services, LLC June 2008 - Present
Cohen & Company August 2006 - June 2008
Arby's Restaurant Group January 2004 - August 2006
Skills
Payroll Taxes, Cash Flow, Strategic Planning, Journal Entries, Auditing, Bank Reconciliation, Time Management, Spreadsheets, Balance, Coaching, US GAAP, Internal Controls, Income Tax, Financial Accounting, Management, Business Planning, Personal Income Tax..., Accruals
Education
The University of Akron 2000 — 2004
BS, Accounting
Greene Advisory Services, LLC December 2010 - Present
Diversified Contracting, LLC September 2006 - Present
CCIM - Ohio Chapter January 2013 - June 2015
Hemingway Development, LLC April 2009 - December 2010
Geis Companies September 2002 - March 2009
First Interstate Development April 2000 - August 2002
Rysar Properties July 1998 - March 2000
Cohen & Company February 1984 - June 1998
Skills
CCIM, Real Estate Finance, Real Estate Development, Real Estate Tax Planning, Job Ready Site Grant, New Market Tax Credit, CPA, Rental Properties, Real Estate Due..., Incentive Programs, Local Government, Construction Draw..., Foreign Trade Zone, CFO services, Construction Accounting, Development proforma, Construction, Property Tax, Budgets, Due Diligence, Tax Credits, Accounting, Portfolio Management, Real Estate Economics, Internal Controls, Tenant, Mergers, Account Reconciliation, Investors, Finance, Property Management, Residential Homes, Real Estate, Loans, Financial Analysis, Contract Negotiation, Rentals, Disposition, CFOs, Auditing, Investment Properties, Leases, Negotiation, Tax, Tenant Representation, Brokerage, Asset Management, Commercial Real Estate, Real Estate Transactions, Location Intelligence
Education
Kent State University 1978 — 1984
BBA in Accounting and BA in Theatre, Accounting, Lighting Design and acting
JPMorgan Chase & Co. July 2014 - Present
Progressive Insurance April 2005 - July 2014
ACS/University Hospitals Health System December 2003 - April 2005
OfficeMax April 2001 - December 2003
Cohen & Company March 1999 - March 2001
Skills
Data Center, WAN, CCNP, Network Engineering, Cisco, Switches, Routers, LAN/WAN, Network Design, Network Hardware, Data Network, Juniper, Cisco Technologies, Disaster Recovery, LAN-WAN, Wireless Networking, QoS, Network Administration, Networking, Ethernet
Education
Rochester Institute of Technology 1994 — 1999
Bachelor of Science, Information Technology
CRF Accounting & Business Services March 2011 - Present
Cohen & Company January 2008 - March 2011
Robert Half International 2003 - 2007
Continental General Tire 1969 - 2003
Skills
Accounting, Quickbooks, Small Business, Cash Flow, Financial Reporting, Internal Controls, Financial Analysis, Forecasting, Cost Accounting, SOX, Budgeting, Excel, Start-ups, General Ledger, Accounts Payable, Accounts Receivable, Microsoft Office, Mas 90
Education
Saint Vincent College 1965 — 1969
Accounting, Accounting & Finance
Bober Markey Fedorovich June 2005 - Present
Cohen & Company January 1998 - July 2005
Michael Franz, CPA August 1996 - December 1997
Skills
Change Management, Training & Development, Coaching, Mentoring, Problem Solving, Accounting Research, Internal Controls, Manufacturing, Distribution, Employee Benefit Plan..., Middle Market, SAS70, SoC, Team Leadership, Financial Projections, Forecasting, Forensic Accounting, Financial Reporting, Accounting, Audit, Auditing, Budgeting, IFRS, Microsoft Office, Budgets, Fundamental Analysis, GAAP, Tax Research, Tax Accounting, Corporate Tax, US GAAP, Income Tax, Financial Statements, SEC filings, Fixed Assets, Sarbanes-Oxley Act, Tax Returns, Financial Accounting, Partnership Taxation, General Ledger, Tax Advisory, QuickBooks, CPA
Education
University of Akron 1993 — 1997
B.S., Accounting
Xavier University August 2007 - Present
SS&G Financial Services May 2000 - April 2002
Cohen & Company August 1996 - April 2000
Skills
Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Accounting, Tax
Education
Michigan State University 2002 — 2007
PhD, Accounting
Miami University 1992 — 1996
BS, Accounting, Operations Management
ITAgents May 2011 - Present
Cohen & Company June 2009 - April 2011
Robert Half International July 2005 - May 2009
Robert Half Technology June 2002 - June 2005
Basys LLC January 2000 - May 2002
Skills
Technical Recruiting, Contract Negotiation, Professional Services, Staffing Services, Full-cycle Recruiting, CRM, Software Development, Mobile Technology, Web Development, Information Technology, Software Consulting, Contract Recruitment, Temporary Placement, Process Improvement, Vendor Management, Recruiting, Management, Business Development, Internet Recruiting, Finance, IT Strategy, SDLC, Sales, Networking, Project Management, Business Analysis, Screening, Entrepreneurship, Consulting, Coaching, Talent Acquisition, Applicant Tracking..., College Recruiting, Staff Augmentation, Temporary Staffing
Education
Saint Bonaventure University 1986 — 1990
BBA, Accounting
Rocky River High School 1982 — 1986
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
Darden January 2014 - April 2014
Darden May 2013 - October 2013
Cohen & Company January 2012 - April 2013
Royal Press 2007 - 2012
Manufacturas Fermatex Ltda. January 2000 - July 2007
Comercializadora Liz Ltda. 1992 - 2000
Skills
Foreign Languages, Adaptation, Negotiation, Team Leadership, Innovation Management, Accounting, Tax Preparation, Account Reconciliation, QuickBooks, Financial Accounting, GAAP, Financial Statements, Internal Controls, Financial Reporting, Auditing, Corporate Tax
Education
University of Central Florida - College of Business Administration 2008 — 2012
Masters Overall GPA with prerequisites 3.82, Accounting and Taxation, MSA & MST
Universidad de los Andes, Bogotá - Colombia 1991 — 1992
Specialization in Finance, GPA 3.67, Finance
Universidad de los Andes, Bogotá - Colombia 1989 — 1990
Masters, GPA 3.71, Economy
Universidad de los Andes, Bogotá - Colombia 1985 — 1989
Bachelor, GPA 3.66, Economics
Cohen & Company January 1990 - Present
Education
The University of Akron 1987 — 1989
Bachelor, Secondary Education - English
Kent State University 1982 — 1984
English/Language Arts Teacher Education
Copley High School 1978 — 1982
Michael Kors June 2015 - Present
Cohen & Company January 2015 - April 2015
Cleveland Indians - Deleware North Company April 2014 - October 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Research, Public Speaking, Social Media, Teamwork, Quest vWorkspace, ProSystem fx Tax, ProSystem fx Engagement, Outlook, Time Management, Social Networking, Communication
Education
Kent State University 2012 — 2016
Accounting
Orchard Park High School 2008 — 2012
Advanced Regents Diploma
QP Manufacturing June 2010 - Present
Morgenthaler July 2002 - June 2010
Cohen & Company January 1995 - June 2002
Hillow Gornik & Company 1992 - 1995
Skills
Mergers & Acquisitions, Tax, General Ledger, Private Equity, SEC filings, Venture Capital, GAAP, Accounts Receivable, Internal Controls, Payroll, Finance, Accounting, Auditing, Budgets, Financial Reporting, Financial Analysis, QuickBooks, Due Diligence, CPA, Corporate Finance
Education
Miami University 1988 — 1992
BS, Accounting
CBIZ MHM, LLC June 2015 - Present
Austen BioInnovation Institute in Akron March 2014 - June 2015
Aultman Health Foundation 2007 - February 2014
Cohen & Company 2004 - 2007
Brockman Coats Gedelian & Co 2002 - 2004
Education
Walsh University 2008 — 2010
Masters Business Administration, Business/Health Care
The University of Akron 1998 — 2002
Bachelor of Science, Accounting
Leadership Stark County
Accenture January 2015 - Present
PwC September 2011 - December 2014
PwC January 2011 - March 2011
Cohen & Company January 2010 - March 2010
Infinite Capital, LLC June 2008 - August 2008
Skills
Mutual Funds, Financial Modeling, Accounting, Financial Reporting, Assurance
Education
Ohio University 2007 — 2011
BBA, Accounting
Pulsafeeder SPO (An IDEX Business Unit) January 2014 - Present
Applied Materials August 2012 - January 2014
Applied Materials September 2010 - December 2013
Applied Materials May 2008 - September 2010
Applied Materials April 2006 - May 2008
Goodyear Tire & Rubber Company November 2004 - April 2006
Cohen & Company September 2002 - November 2004
Skills
Financial Analysis, Accounting, Cost Accounting, Income Statement, Management, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Essbase, SAP, Finance, Financial Modeling, Accounts Payable, Variance Analysis, Financial Accounting, Manufacturing, US GAAP, Managerial Finance, Process Improvement, Budget, ERP, GAAP, Business Process..., Accounts Receivable, Business Analysis, Account Reconciliation, Strategic Planning, Fixed Assets, Analysis, Budgets, Cross-functional Team..., General Ledger, Auditing, Revenue Recognition, Consolidation, Financial Forecasting, Business Process, Hyperion Enterprise, P&L, Leadership, SEC filings
Education
The University of Akron 1997 — 2002
BS Accountancy, Accounting
Cohen & Company July 2014 - Present
American Eagle Outfitters June 2011 - July 2014
Youngstown State University May 2012 - May 2014
Hill, Barth & King LLC January 2014 - April 2014
Zinner & Co. LLP January 2013 - April 2013
Education
The University of Akron 2014 — 2015
Master’s Degree, Master of Taxation
Youngstown State University 2010 — 2014
Bachelor’s Degree, B.S.B.A. in Accounting, Cum Laude
Canfield High School 2006 — 2010
FirstEnergy June 2015 - Present
William Morris Endeavor May 2014 - May 2015
IMG October 2011 - May 2015
Cohen & Company September 2008 - October 2011
Ohio University September 2007 - June 2008
Cohen & Company June 2007 - March 2008
Skills
Income Tax, Finance, Tax, Microsoft Excel, Financial Analysis, Financial Accounting, Accounting, Management, Tax Returns, Budgets, Microsoft Office, Analysis, Internal Audit, Forecasting
Education
Ohio University 2004 — 2008
Bachelors, Accounting & Business Law
Mayfield High School 2000 — 2004
High School Diploma
Black Bashor & Porsch, LLP February 2015 - Present
Pamela D. Manko, CPA May 2006 - Present
Holsinger June 2006 - December 2014
Carbis Walker LLP 2004 - 2006
Packer Thomas 2001 - 2004
Hill, Barth & King LLC 1998 - 2001
Cohen & Company December 1995 - 1998
Skills
GAAP, US GAAP, Internal Controls, General Ledger, QuickBooks, Fixed Assets, Internal Audit, Accounts Payable, SEC filings, Corporate Tax
Education
Kent State University 1992 — 1995
Bachelor's degree, Accounting, 3.6
Cohen & Company 2012 - 2015
Skills
CPA, GAAP, Tax Preparation, Financial Statements, Financial Accounting, US GAAP, Financial Analysis, Sarbanes-Oxley Act, ProSystem fx Tax, Small Business, Finance, Assurance
Education
Ohio Northern University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Wheeling & Lake Erie Railway Co. June 2012 - Present
Cohen & Company January 2011 - October 2011
Education
Ohio University
RW Pressprich March 2012 - Present
Cohen & Company June 2005 - March 2012
Skills
Structured Products, Fixed Income, Bonds, Hedge Funds, Structured Finance, ABS, Alternative Investments, Investments, CMBS, MBS, CLO, Capital Markets
Education
Northeastern University 2002 — 2007
Bachelor of Science, Finance, Management
The Davey Tree Expert Company June 2001 - Present
Cohen & Company 1997 - 2001
Sandridge Food Corporation 1992 - 1997
Ernst & Young 1990 - 1992
Skills
Accounting, Auditing, QuickBooks, Financial Reporting, Internal Controls, Tax, Financial Analysis, Accounts Payable, Budget, General Ledger, Sarbanes-Oxley Act, Microsoft Excel
Education
Marietta College 1986 — 1990
BA, Accounting
The University of Akron 1996 — 1998
Masters of Taxation, Taxation
Oliver Ames
Cohen & Company January 1996 - Present
Skills
Tax, High Net Worth..., Estate Planning, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Research, Tax Accounting, Tax Returns, CPA, Income Tax, S Corporations
Education
The University of Akron 1997 — 2001
M Tax, Taxation
The University of Akron 1991 — 1995
BS, Accounting
Merrill Lynch 2013 - 2014
Deutsche Bank April 2012 - June 2013
FBR June 2010 - November 2011
Cohen & Company October 2005 - April 2010
Stout Risius Ross 2004 - 2005
Mercantile Safe Deposit & Trust Co 2003 - 2004
Skills
Equity Research, Financial Analysis, Finance, Capital Markets, Investments, Due Diligence, Financial Modeling, Valuation, Loans, IPO, Securities, Investment Banking, Hedge Funds, Portfolio Management, Equities, Structured Finance, Fixed Income, Corporate Finance, Bonds, Banking, Insurance, Asset Management, Business Analysis, Trading, Cash Flow, Credit, Private Placements, Credit Analysis, Financial Markets, Private Equity, Derivatives, Series 7, Bloomberg, Alternative Investments, DCF, Equity Valuation, Sales
Education
Kent State University 1998 — 2002
BBA, Finance
Kent State University 1998 — 2002
Bachelor's degree, Finance, General
Mayr & Associates, LLC November 2012 - Present
Cohen & Company December 2007 - November 2012
Schneider Downs & Co., Inc. 2003 - 2007
Skills
CPA, Tax, GAAP, Auditing, SEC filings, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Corporate Tax, Income Tax, Tax Accounting
Education
Ohio University 1986 — 1990
B.S., Accounting/Business Pre-law
Cohen & Company August 2005 - Present
Cohen & Company August 2005 - June 2011
Deloitte Tax LLP 1997 - 2005
Deloitte 1997 - 2005
Skills
Tax, Accounting, Corporate Tax, CPA, Tax Preparation, Tax Accounting, Tax Advisory, Big 4, Income Tax, Partnership Taxation, GAAP, SEC filings, Tax Returns, Tax Research, Financial Statements, US GAAP
Education
University of Akron 1997 — 2000
Masters of Tax, Tax
Kent State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Ruggaard & Associates January 2014 - Present
Hope Homes, Inc. June 2011 - June 2013
Cohen & Company January 2009 - May 2011
Hill, Barth & King LLC January 2007 - June 2007
Skills
Leadership, Management, Finance, Recruiting, Program Management, Analysis, Employee Benefits, Project Planning, Administration, Strategic Planning, Customer Service, Process Scheduler, Forecasting, Process Improvement, Training
Education
Kent State University 2008 — 2008
Master of Business Administration (MBA), Business Administration and Management, General, 3.46
Kent State University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting, 3.40
YAMADA North America, Inc. August 2015 - Present
Yamada North America, Inc. November 2012 - Present
Cohen & Company August 2011 - November 2012
Olivet Nazarene University August 2009 - July 2011
Provident Music Group May 2008 - August 2008
Giant Impact May 2007 - August 2007
Skills
Leadership, Event Planning, Microsoft Office, Marketing, Management, Administrative..., Employee Benefits, Onboarding, Customer Service, Communication, Strategic Planning, Microsoft Excel
Education
Olivet Nazarene University 2009 — 2011
MBA, Graduate Study
Olivet Nazarene University 2005 — 2009
BS, Corporate Communication & Marketing
Associated Estates Realty Corp January 2009 - Present
Beacon Health (Lake County, OH) September 2010 - Present
Falcon Transportation/Comprehensive Logistics Inc 2005 - 2009
Cohen & Company 2003 - 2005
Rockwell Automation 1999 - 2003
Venture Lighting 1997 - 1999
Bailey Controls Corporation 1995 - 1997
Cap Gemini Sogeti 1993 - 1995
Skills
Talent Acquisition, Human Resources, HRIS, Onboarding, Organizational..., Performance Management, HR Policies, Deferred Compensation, Applicant Tracking..., Leadership Development, Employee Relations, Talent Management, Executive Pay, Employee Benefits, Recruiting, Benefits Administration, Training, Personnel Management, New Hire Orientations, Workforce Planning, College Recruiting, Succession Planning
Education
Ohio University 1987 — 1991
Bachelor of Science (B.Sc.), Organizational Communication - Human Resources
Emergency Medicine Physicians January 2010 - Present
Cohen & Company June 2006 - March 2009
L'Oreal S.A. 2009 - 2009
Cole Managed Vision 1997 - 2005
Fisher Foods, Inc. 1979 - 1991
Skills
A/R collections, Healthcare
Education
Kent State University
Franklin Templeton Investments August 2014 - Present
Cohen & Company June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Time Management, Leadership, Social Media, Public Speaking, Outlook, QuickBooks, Critical Thinking
Education
Ohio University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Cohen & Company February 2015 - Present
Grant Thornton LLP April 2014 - January 2015
Grant Thornton LLP October 2012 - March 2014
The Ciulla Group, LLC January 2011 - October 2012
Grant Thornton LLP January 2006 - January 2011
Education
Muskingum College 2001 — 2005
B.A., Accounting and Economics
Cohen & Company October 2005 - Present
Stout Risius Ross July 2004 - October 2005
Mercantile Bank 2003 - 2004
Education
Kent State University 1998 — 2002
BBA, Finance & Accounting
Cohen & Company Chairman of the BoardUnited Community Financial Corp2002 - Present
Skills
Tax, Corporate Tax, Start-ups, Strategic Financial..., Private Equity, Accounting, Due Diligence, Mergers, Estate Planning, Strategic Planning, Restructuring, Financial Reporting
Education
University of Akron School of Law 1977 — 1980
JD, Law
Youngstown State University 1972 — 1976
BA, Political Science
inVentiv Health August 2013 - Present
Charley's Grilled Subs March 2009 - August 2013
Cohen & Company March 2008 - September 2008
M/I Homes 2006 - 2008
Chipotle Mexican Grill 2004 - 2006
Sequent 2000 - 2004
Rea & Associates, Inc. 1999 - 2000
Heinzerling Foundation 1999 - 1999
Skills
Change Management, Recruiting, Employee Relations, Talent Management, Operations Management, Human Resources, Organizational..., Organizational..., Succession Planning, Competency Based..., Training Delivery, Employee Engagement, Employee Training, Employee Surveys, Employee Recognition, Corporate Benefits, Compensation & Benefit
Education
Ohio University 1994 — 1998
Olentangy High School 1990 — 1994
PwC March 2002 - Present
Cohen & Company 1997 - 2001
Skills
Tax, Tax Compliance, Financial Planning, Tax Preparation, International Tax, Strategic Financial..., Income Tax, Tax Accounting, Internal Controls, Corporate Tax, Tax Research, GAAP
Education
The Ohio State University
Bachelor of Science (BS), Accounting
Plante Moran February 2012 - Present
Cohen & Company May 2008 - February 2012
Rea & Associates, Inc. January 2006 - April 2008
National Affordable Housing Trust April 2004 - December 2005
Skills
CPA, CHFP (Certified..., Audit, Accounting, Financial Reporting, Auditing, Assurance, Financial Services, QuickBooks, Internal Controls, Financial Statements, Financial Accounting, Financial Analysis, Accounts Payable, General Ledger, Payroll, Accounts Receivable, Strategic Financial..., GAAP
Education
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Accounting & Finance
Fremont Ross High School 1999 — 2002
Cornerstone Family Office October 2001 - Present
Sterling, A Division of National City Bank July 1997 - October 2001
Cohen & Company September 1992 - July 1997
Skills
Wealth Management, Estate Planning, Investment Advisory, Alternative Investments, Asset Allocation, Trusts, Retirement Planning, Strategic Planning, Wealth Transfer, Income Tax
Education
The University of Akron 1998 — 2001
MT, Taxation
Youngstown State University 1986 — 1992
\
Sequoia Financial Group 2000 - Present
Cohen & Company December 1992 - Present
G2 Direct and Digital March 1991 - October 1992
Skills
Investments, Strategic Financial..., Accounting, Marketing, Management, Marketing Strategy, Marketing Communications, CRM, Microsoft Office, Direct Marketing, QuickBooks, Project Management, Marketing Management, Mergers & Acquisitions, Event Planning
Education
University of Cincinnati 1986 — 1990
BBA, Marketing, Management
Park Terrace Care Center June 2012 - Present
Lutheran Medical Center June 2008 - June 2012
Cohen & Company August 2004 - August 2006
Skills
Healthcare, Language Disorders, Speech, Speech Therapy, Treatment, Public Speaking
Education
Queens College 2006 — 2008
MA, Speech-Language Pathology
William & Mary 1993 — 1997
BS, Theatre & Environmental Science
Cohen & Company 2009 - 2013
Merrill Lynch 2007 - 2007
Regents Park Capital Management 2003 - 2006
Aladdin Capital Management 1999 - 2003
General Re Financial Products 1992 - 1999
Skills
Hedge Funds, Alternative Investments, Capital Markets, Derivatives, Credit, Risk Management, Credit Derivatives, Interest Rate..., Compliance, Securitization, Valuation, Asset Managment, Structured Finance, Trading, Funding, Financial Structuring, Credit Risk, Counterparty Risk, Legal, Financial Accounting, Liquidity Management, VAR, Investor Relations, Structured Products, CDS, Fixed Income, Hedging, Investments, Investment Banking, Finance, Equities, Financial Risk, Swaps, Portfolio Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
Reed College 1985 — 1989
Bachelor of Arts
The Goodyear Tire & Rubber Company May 2004 - Present
Goodyear 2004 - Present
CFBank September 2003 - May 2004
Cohen & Company May 2001 - May 2003
Education
Kent State University 1997 — 2002
Corrigan Krause December 2012 - Present
Radachi & Company CPAs September 2007 - November 2012
Zapis Communications Corporation 2004 - 2007
Cohen & Company January 1994 - August 2004
Skills
Tax, Accounting, Auditing, Financial Reporting, SEC filings, GAAP, Financial Analysis, Forensic Accounting, Internal Controls, Due Diligence, QuickBooks, Financial Accounting, Mergers, General Ledger
Education
The University of Akron 2005 — 2007
Master of Taxation, Taxation
The Ohio State University - The Max M. Fisher College of Business 1986 — 1990
BSBA, Acccounting
RedBird Capital Partners July 2014 - Present
Apax Partners August 2012 - July 2014
Goldman Sachs July 2010 - August 2012
Goldman Sachs June 2009 - August 2009
Cohen & Company June 2008 - September 2008
American Leadership Academy January 2008 - March 2008
Abercrombie & Fitch June 2007 - September 2007
Skills
Leveraged Finance, Financial Services, Corporate Development, Financial Structuring, Business Development, Strategic Financial..., Restructuring, Capital Raising, Trading, Asset Allocation, Financial Advisory, Deal Sourcing, Principal Investing, Analytics
Education
The Ohio State University 2005 — 2009
BS, Finance, Marketing
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Finance, Marketing
Corrib Capital Management L.P. December 2014 - Present
Imperial Capital March 2011 - December 2014
Cohen & Company April 2006 - November 2010
Keefe, Bruyette & Woods August 1998 - April 2006
Robert W. Baird July 1997 - August 1998
Skills
Capital Markets, Financial Modeling, Valuation, Alternative Investments, Hedge Funds, Investments, Fixed Income, Equities, Portfolio Management, Private Equity, Asset Management
Education
Marquette University 1993 — 1997
Cohen & Company 2005 - 2007
Education
Moore College of Art and Design 1995 — 1999
Turner Dillon Greco (TDG) May 2014 - Present
Ultraswayed April 2012 - Present
Wal-Mart Stores, Inc. February 2007 - March 2012
Hewitt Associates (Atlanta) May 2004 - January 2007
Hewitt Associates June 1994 - January 2004
Horner/Rundquist, Inc. September 1985 - June 1996
Cohen & Company February 1983 - September 1985
Skills
Employee Engagement, Communication Training, Employer Branding, Internal Communications, Vendor Management, Human Resources, Talent Management, Employee Benefits, Leadership, Strategy, Management, Training, Integrated Marketing, Graphic Design, Corporate Communications, Strategic Communications, Advertising, CRM, Marketing, Digital Media, Project Management, Cross-functional Team..., Change Management, Direct Mail, Team Building, Marketing Communications, Public Relations, Brochures, Art Direction, Logo Design
Education
The University of Georgia
Fine/Studio Arts, Graphic Design and Art History
University of Missouri-Columbia
Journalism
Mayr & Associates, LLC February 2013 - Present
National Glass Service Group, LLC September 2010 - February 2013
Self Employed April 2009 - September 2010
Cohen & Company December 2007 - April 2009
Schneider Downs November 2005 - December 2007
Bruner-Cox LLP May 2004 - October 2005
Packer Thomas September 2002 - May 2004
Skills
Accounting, Tax, QuickBooks, Financial Accounting, GAAP, General Ledger, Fixed Assets, Financial Analysis, Tax Preparation, Financial Statements, Payroll, Budgets
Education
Mount Union College 1997 — 2002
BA, Accounting
First New York Securities January 2011 - June 2013
Cohen & Company April 2009 - August 2010
Barclays Capital 2006 - 2008
UBS Investment Bank 2004 - 2006
Banc of America Securities 1997 - 2003
Andersen Consulting 1990 - 1995
Skills
Capital Markets, Credit, Relative Value, CDS, Securities, Bonds, Fixed Income, Special Situations, High Yield, Hedge Funds, Portfolio Management, Credit Derivatives, Trading, Equities, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Policy Studies
The Ohio State University 1987 — 1990
BSBA, Business Management
United States Air Force Academy 1985 — 1987
Aero/Astro Engineering
Goodwill Industries of Erie, Huron, Ottawa and Sandusky Counties October 2014 - Present
Barnes Wendling CPAs, Inc September 2003 - October 2014
Cohen & Company 2001 - 2003
Skills
Accounting, GAAP, Auditing, Financial Reporting, Financial Statements, Internal Controls, QuickBooks, US GAAP, Financial Accounting, Financial Analysis, General Ledger, S Corporations, Nonprofits, Bookkeeping, Depreciation, Fixed Assets, Accounts Payable, Microsoft Excel, Journal Entries, External Audit, Variance Analysis, Small Business, Audits of Employee..., Account Reconciliation, Cash Flow, Microsoft Word, Accruals, Accounts Receivable, Budgets, Year-end Close, Accountants, Employee Benefits, Payroll Taxes, Monthly Close, Bank Reconciliation, Peachtree, Year End Accounts, Financial Audits, Payroll, Income Tax, CPA, Corporate Tax, Tax, Tax Preparation
Education
The University of Akron 1995 — 2001
Bachelors, Accounting
MUFG Union Bank August 2014 - Present
Union Bank February 2011 - August 2014
Union Bank August 2009 - February 2011
Cohen & Company June 2007 - September 2008
Jefferies & Company September 2003 - June 2007
Four Corners Capital Management October 2001 - December 2002
ING Capital Advisors June 2000 - October 2001
AIG SunAmerica July 1993 - June 2000
Skills
Valuation, Capital Markets, Hedge Funds, Private Equity, Financial Analysis, Credit Analysis, Structured Finance, Derivatives, Banking, Finance, Leveraged Finance, Loans, Risk Management, Mezzanine, Bonds, High Yield Bonds, Emerging Markets, CMBS, CLO, Securitization, Trading
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Finance
USC Gould School of Law 1990 — 1994
JD, Real Estate
Stanford University 1986 — 1987
MS, Geophysics
Texas A&M University 1982 — 1986
BS, Geophysics
CBIZ MHM, LLC August 1999 - Present
Cohen & Company January 1995 - May 1999
Skills
Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, CPA, State Tax
Education
The University of Akron 1991 — 1995
B.S., Accounting
RIK Enterprises, LLC July 2012 - Present
Cohen & Company September 2008 - July 2012
Ohio University College of Business 2004 - 2008
Skills
Financial Accounting, Microsoft Excel, Financial Analysis, GAAP, Financial Reporting, Accounting
Education
Ohio University 2004 — 2008
BBA, Accounting, Business Pre-Law
Cleveland Yoga August 2009 - Present
Cohen & Company September 2002 - July 2009
Skills
Fitness, Project Management, Accounting, Auditing, Management, Budgets, Finance, Internal Controls, GAAP, Tax, Financial Accounting, Analysis, CPA, Financial Reporting, Financial Analysis, Financial Statements, Public Speaking
Education
Ohio University 1998 — 2002
BBA, Accounting & Management Information Systems
Baumgarten & Co., LLP October 2013 - October 2013
Cohen & Company October 2012 - September 2013
Zion, Synek & Associates August 1999 - October 2012
Sterling, Ltd. January 1992 - June 1999
PwC 1987 - 1991
Skills
Tax Returns, Financial Accounting, Small Business Tax, Accounting for Small...
Education
The University of Akron 1983 — 1987
Bachchelor's of Science, Accounting
EY October 2015 - Present
EY September 2013 - September 2015
Ernst & Young June 2012 - August 2012
MeadWestvaco March 2011 - May 2012
Davis Center for Portfolio Management January 2009 - May 2012
Cohen & Company June 2011 - August 2011
University of Dayton Arena September 2008 - May 2011
Cleveland Clinic May 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Science (M.S.), Accounting
University of Dayton 2008 — 2012
B.S., Accounting, Finance
Lake Catholic High School 2004 — 2008
KCS, LLC May 2011 - Present
Tank Services January 2009 - May 2011
Biery Cheese January 2002 - December 2008
Cohen & Company January 1992 - December 2001
Skills
Cash Flow, Forecasting, Strategic Financial..., Budgets, Accounting, Process Improvement, Financial Statements, Financial Analysis, Risk Management, Business Planning, Management, Finance, Auditing, Strategy
Education
The University of Akron 1990 — 1992
Bachelor, Accounting
Cohen & Company May 2009 - Present
Education
Miami University 2009 — 2012
WIL Research June 2012 - Present
WIL Research March 2009 - May 2012
YMCA of Greater Cleveland July 2007 - March 2009
American Greetings April 2002 - October 2006
Agilysys 1999 - 2002
Cohen & Company 1997 - 1999
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgets, General Ledger, Accounting, Auditing, Cash Flow Forecasting
Education
Miami University 1993 — 1997
Accounting
Budget Dumpster Rental October 2013 - Present
Cohen & Company June 2012 - October 2013
Grant Thornton LLP June 2011 - June 2012
Skoda, Minotti & Co. August 2006 - February 2009
Skills
Corporate Tax, Tax, Financial Reporting, Accounting, GAAP, Auditing, Income Tax, Financial Accounting, Tax Accounting, Tax Preparation, Partnership Taxation, Internal Controls, General Ledger
Education
University of Dayton 2004 — 2006
MBA, Business
University of Dayton 2001 — 2005
BS, Accounting
St. Edward High School
Cohen & Company August 2010 - Present
Federal Reserve Bank of Cleveland June 2008 - August 2008
Skills
CPA
Education
The University of Akron 2010 — 2011
Masters of Taxation, Accounting
Case Western Reserve University - Weatherhead School of Management 2005 — 2010
Bachelor's degree, Accounting
Case Western Reserve University - Weatherhead School of Management 2005 — 2010
Masters of Accounting, Accounting
Cleveland State University January 2014 - Present
Lincoln Electric January 2013 - January 2014
Cohen & Company October 2010 - January 2013
Deloitte August 2009 - October 2010
Deloitte January 2008 - April 2008
Skills
Internal Controls, Internal Audit, Auditing, Financial Analysis, Financial Reporting, US GAAP, CPA, GAAP, Accounting, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, SEC Filings
Education
University of Dayton 2008 — 2009
MBA, Master of Business Administration
University of Dayton 2005 — 2008
BSBA, Accounting
The Goodyear Tire & Rubber Company April 2012 - Present
Cohen & Company January 2006 - April 2012
Montrose Auto Group September 2004 - January 2006
Skills
CPA, GAAP, Tax, Finance
Education
The University of Akron 2011 — 2012
Master's degree, Taxation
The University of Akron 2004 — 2008
Bachelor of Science (BS), Accounting
Victory Capital Management June 2015 - Present
KPMG US July 2014 - Present
Cohen & Company December 2013 - Present
Cohen & Company January 2013 - December 2013
E*TRADE Financial October 2009 - January 2013
Etrade Financial April 2006 - October 2009
Skills
Series 7, Series 63, CPA, MBA, Accounting, Auditing, Hedge Funds, Trading, Account Reconciliation, Mutual Funds, Internal Audit, Financial Statements, Finance, Team Leadership, Financial Analysis, Tax, Fraud, Securities, Options, FINRA, Equities, Due Diligence
Education
Roosevelt University 2008 — 2010
Master of Business Administration (MBA), Accounting
University of Kansas 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Defense Accounting and Finance Service August 2010 - Present
Akron Community Health Resources May 2008 - July 2009
Community Action Agency of Columbiana County November 2004 - April 2008
Community Action Agency of Columbiana County October 2002 - November 2004
Cohen & Company November 1998 - October 2002
Skills
Auditing, Accounting, Budgets, GAAP, Financial Statements, Journal Entries, Tax Returns, Leadership, Tax, Financial Accounting, Financial Reporting, Fixed Assets, CPA, Preparation, Tax Preparation, General Ledger, Government Accounting, Account Reconciliation, Variance Analysis, US GAAP, Income Tax, Revenue Recognition, Year-end Close, Corporate Tax, Consolidation, Cash Flow Forecasting, Accruals, Sales Tax, Bank Reconciliation, Internal Controls, Cash Flow, Financial Analysis
Education
Kent State University 2011 — 2013
Master of Business Administration (M.B.A.)
The University of Akron 1995 — 1998
B.S., Accounting
Riley and Company, Inc. February 1987 - Present
Cohen & Company July 1982 - December 1986
Skills
Accounting, Auditing, Financial Reporting, Budgets, GAAP, Local Government, Non-profits, Accounting Consulting, Tax, QuickBooks, Finance, Financial Audits, Financial Statements, Cash Management, Audits of Employee..., Small Business, CPA, US GAAP, Nonprofits
Education
Lehigh University 1979 — 1982
BS, Acounting
Cohen & Company September 2006 - Present
Mercyhurst College September 2002 - May 2006
YMCA 2004 - 2006
Education
University of Phoenix 2007 — 2009
MBA
Mercyhurst University 2002 — 2006
Bachelors, Accounting
Averett Warmus Durkee November 2013 - Present
Cohen & Company June 2010 - October 2013
A. Scott McEachron, CPA, PA May 1986 - June 2010
Watsky & Company September 1984 - May 1986
Wipfli LLP January 1980 - August 1984
Skills
Tax Preparation, Income Tax, Corporate Tax Planning, Tax, Planning Budgeting &..., Internal Revenue..., Personal Tax Planning, Family Business..., Business Continuity..., Financial Performance..., Federal & State Income..., Executive Financial..., Management Consulting, Financial Analysis, Strategic Financial..., Internal Controls, CPA, GAAP, Accounting, Tax Returns, Finance, Corporate Tax, Financial Statements
Education
Milton College 1978 — 1979
BA, Accounting, Magna Cum Laude
Madison Area Technical College 1975 — 1978
AA, Accounting
University of Wisconsin-Madison 1974 — 1979
Cohen & Company January 2012 - Present
Isabella & Co. CPAs June 2008 - May 2011
National City Bank 2003 - 2007
Skills
Accounting, QuickBooks, Financial Reporting, Microsoft Excel, Financial Analysis, Cash Flow, Budgets, Credit, Business Analysis, Outlook, Process Improvement, Fixed Assets, Intacct, Financial Accounting, Tax Preparation, CPA, Corporate Tax
Education
The University of Akron 2008 — 2010
Bachelors, Accounting
Lorain County Community College 2008 — 2009
Associates, Accounting
Paragon Advisors January 2014 - Present
Cohen & Company January 2012 - December 2013
Cleveland Clinic June 2011 - August 2011
Fifth Third Bank January 2011 - June 2011
Cleveland Clinic May 2010 - August 2010
Skills
Tax, Tax Returns, Tax Preparation, Accounting, Financial Reporting, Corporate Tax, Financial Accounting, Income Tax, General Ledger, Financial Analysis, QuickBooks, Account Reconciliation
Education
The University of Akron 2012 — 2013
Master's in Taxation
Xavier University 2007 — 2011
BSBA, Accounting
Limited Brands October 2010 - Present
Cohen & Company January 2008 - May 2010
Carter Lumber 2007 - 2008
Education
Ohio University 2003 — 2008
BBA, ACCOUNTING
Ohio University 2003 — 2008
BBA, FINANCE
Cohen & Company July 2012 - Present
Skills
Hotels, Hospitality, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Hospitality Management, Accounting, Hospitality Industry, Forecasting
Education
The University of Akron 2007 — 2012
Master's degree, Accounting
Premium Transportation Staffing June 2012 - Present
Worthington Metal Fabricators September 2011 - June 2012
Falcon Transport November 2002 - June 2009
Cohen & Company January 1998 - November 2002
Skills
CPA, Forecasting, Fixed Assets, Invoicing, Monthly Close, FRx, GAAP, Cost Accounting, General Ledger, Consolidation
Education
Kent State University 1993 — 1997
Bachelor Business Administration, Accounting
Youngstown State University 1979 — 1981
Associates Applied Science, Respiratory Therapy Technology
Cohen & Company January 2015 - Present
Cohen & Company January 2015 - Present
Education
Kent State University 2012 — 2016
Accounting and Finance, 3.0 GPA
Flyer Enterprises March 2014 - April 2015
Cohen & Company May 2014 - August 2014
Flyer Enterprises March 2013 - March 2014
Skills
Accounting, Time Management, Customer Service, Management, Budget Management, Public Speaking, CCH ProSystem fx, Fixed Assets CS, PPC SMART Practice Aids, Microsoft Excel
Education
University of Dayton 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Economics
Walsh Jesuit High School 2007 — 2011
Kent State University April 2013 - Present
FirstMerit Bank June 2011 - April 2013
Cohen & Company September 2008 - June 2011
Kent State University September 2006 - September 2008
Education
Kent State University 2004 — 2006
MSA, Accounting
Kent State University 2001 — 2004
BBA, Accounting
Signet Enterprises, LLC November 2000 - Present
Dependable Bookkeeping Services, Inc. April 1998 - December 2000
Cohen & Company September 1994 - March 1998
Amer Cunningham & Brennan, LPA January 1981 - September 1994
Skills
Accounting, Management, Financial Analysis, Financial Reporting, Auditing, Internal Controls, General Ledger, SEC filings, Corporate Tax, Tax Preparation, Tax
Education
The University of Akron
B.S. Accounting
Capital Guardian LLC January 2014 - Present
Cohen & Company November 2010 - January 2014
Financial Industry Regulatory Authority May 2006 - November 2010
Queens College CUNY January 2006 - May 2008
Locker Associates June 2001 - December 2005
Bank of New York June 2000 - May 2001
Skills
Series 7,24,53,55,63
Education
Fordham University Graduate School of Business
Masters of Business Administration in Finance
CFA Institute
Chartered Financial Analyst (CFA)
Queens College
Bachelor of Arts (BA), Economics
Cohen & Company June 2015 - Present
Lowe's Home Improvement July 2013 - Present
Big Dee's Tack and Vet June 2012 - August 2012
Horsemen's Pride, Inc June 2011 - January 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Cashiering, Retail, Merchandising, Retail Sales, Time Management, Inventory Management, Inventory Control
Education
Ohio University 2011 — 2015
Service 1st Payroll January 2010 - Present
Corrpro Companies, Inc. August 2006 - December 2009
Forest City Enterprises October 2004 - July 2006
Cohen & Company June 1998 - October 2004
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, Auditing, GAAP, CPA, Budgets, Financial Accounting, Corporate Tax, Tax, QuickBooks, Tax Accounting
Education
Ohio Northern University 1995 — 1999
BSBA, Accounting