Cohen Fund Audit Services
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Cohen Fund Audit Services Employees
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
Huron Consulting Group August 2014 - Present
Wolf & Company LLP February 2014 - May 2014
Federal Reserve Bank of Chicago June 2012 - August 2012
Cohen Fund Audit Services December 2011 - May 2012
Marquette University Recreation Center August 2008 - September 2011
Hinsdale Golf Club May 2011 - August 2011
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Auditing, Internal Controls, Accounting, Financial Analysis, Internal Audit, Sarbanes-Oxley Act
Education
Marquette University 2008 — 2013
Bachelor of Science, Accounting and Finance
Nationwide Insurance August 2015 - Present
Nationwide Insurance February 2014 - August 2015
Cohen Fund Audit Services December 2011 - December 2013
Rolls-Royce North America March 2010 - June 2010
Skills
Tax, Auditing, CPA, Accounting, Financial Reporting, Financial Accounting, SEC filings
Education
Ohio University 2007 — 2011
B.B.A, Accounting/Business Law
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
Baker Tilly Virchow Krause, LLP July 2014 - Present
Baker Tilly Virchow Krause, LLP October 2012 - July 2014
Cohen Fund Audit Services August 2011 - December 2011
Skills
CPA, Auditing, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Financial Modeling, GAAP, US GAAP, Financial Accounting, Tax Preparation, Tax, Financial Statements, External Audit, Corporate Tax, Tax Accounting, Sarbanes-Oxley Act, Income Tax, Valuation, General Ledger, Finance, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Double Concentration: (Finance) + (Strategy, Execution & Valuation)
Marquette University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Marquette University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
John Cabot University, (Rome, Italy) 2009 — 2009
Cohen Fund Audit Services January 2011 - Present
Cohen Fund Audit Services January 2009 - December 2010
Ohio State Accounting Association January 2009 - December 2009
Skills
Accounting, Auditing, Mutual Funds, Hedge Funds, Bloomberg Terminal, Alternative Investments, Investment Companies, Microsoft Excel, Investments, Microsoft Word, Internal Controls, Financial Statements, Financial Accounting, Financial Analysis, Financial Reporting, Tax, Microsoft Office
Education
The Ohio State University Fisher College of Business 2006 — 2010
B.S., Accounting, Finance
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
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 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
PwC June 2015 - Present
PwC October 2014 - June 2015
Cohen Fund Audit Services January 2013 - August 2013
Department of Accountancy, Weatherhead School of Management, Case Western Reserve University October 2011 - February 2012
Skills
Accounting, Auditing, International Management, Financial Analysis, Excel, Tax Preparation, C++, Microsoft Excel, Corporate Finance, Investments, Tax, Peachtree, Analysis, Financial Modeling, Mutual Fund Taxation, Hedge Fund Taxation, Financial Accounting, Financial Reporting, Leadership, PowerPoint, Data Analysis, Due Diligence, SEC filings, Research, Economics, Valuation, Account Reconciliation, Finance, GAAP, US GAAP, Bloomberg, General Ledger, Internal Controls, Accounts Payable, Tax Accounting, Strategic Financial..., Microsoft Word, Financial Statement..., CPA, Income Tax, Financial Statements, Sarbanes-Oxley Act, Accounts Receivable, Forecasting, Access, Bloomberg Terminal, Teamwork, Cost Accounting, Internal Audit, QuickBooks
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2014
Master, Accounting, 3.8
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2010 — 2011
Master, International Business Management
Southeast University 2007 — 2011
Bachelor of Economics, International Economy and Trade, Accounting (Minor)
Park Place Technologies April 2015 - Present
Park Place Technologies March 2011 - April 2015
Cohen Fund Audit Services October 2009 - March 2011
Neece, Malec, Seifert, & Vitaz Inc. June 2007 - October 2008
PEF Federal Credit Union May 2006 - September 2006
Skills
Auditing, Account Reconciliation, Accounting, Accounts Payable, Financial Reporting, Event Planning, Accounts Receivable, QuickBooks, Financial Accounting, Fixed Assets, Sales Commissions, Commission Plans, Sales Compensation, Time Management, Microsoft Excel, Tax, Microsoft Word, Microsoft Office, Financial Analysis, Budget Reconciliation, Sales Commission, Commission Analysis, Total Rewards Strategies, Compensation Strategies, Sales Compensation..., Invoicing, Human Resources, Presentation Skills
Education
Baldwin Wallace University 2012 — 2014
Master of Business Administration (MBA), Human Resources Management and Services
Hiram College 2005 — 2009
Bachelors In Accounting Financial Management, Accounting, Finance, Managment
Cohen Fund Audit Services January 2015 - Present
PwC January 2014 - Present
Marquette University August 2011 - Present
Marquette University January 2013 - Present
Fidelity National Information Services June 2012 - August 2012
Union Bank and Trust Company May 2011 - December 2011
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
National University of Ireland, Galway
Evansville High School 2007 — 2010
Cohen Fund Audit Services September 2007 - Present
Bowling Green State University August 2006 - August 2007
Skills
Accounting, Auditing, Tax, CPA, Financial Accounting, Financial Reporting, Financial Analysis, QuickBooks, Internal Controls, Tax Preparation, General Ledger, GAAP, US GAAP
Education
Bowling Green State University 2006 — 2007
MAcc, Information Systems Auditing & Control
Hiram College 2002 — 2006
BA, Accounting and Financial Management
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
The Lubrizol Corporation June 2015 - Present
The Lubrizol Corporation October 2012 - June 2015
Cohen Fund Audit Services July 2010 - October 2012
Deloitte Tax, LLP January 2007 - July 2010
CGI 2006 - 2007
Skills
Tax, International Tax, Transfer Pricing, CPA, Accounting, Financial Analysis, Tax Preparation, Corporate Tax, Tax Accounting, US GAAP
Education
Cleveland State University 2004 — 2006
Masters
Ohio Wesleyan University 1999 — 2003
BA
KeyBank February 2013 - Present
KeyBank August 2011 - Present
Cohen Fund Audit Services January 2011 - August 2011
Hanlin Golf Group December 2009 - June 2010
National City, now a part of PNC February 2007 - December 2009
National City Bank 2004 - 2007
National City Bank 2003 - 2004
JPRS 2001 - 2001
Skills
Strategic Planning, CRM, Business Strategy, Social Media Marketing, Program Management, Leadership, Event Planning, Analytics, Account Management, Banking, Business Development, Business Planning, Executive Management, Finance, Fundraising, Management, Marketing, Nonprofits, Sales, Sales Management, Strategic Partnerships, Time Management, Training
Education
St. Ignatius High School
University of Dayton
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 September 2003 - Present
John Carroll University June 2005 - December 2006
Deloitte & Touche LLP September 1999 - September 2003
Skills
Alternative Investments, Investments, Tax, Mutual Funds, Accounting, Private Equity, Hedge Funds, Financial Reporting
Education
The University of Akron 2000 — 2003
M.T., Masters of Taxation
John Carroll University 1995 — 1999
Cohen Fund Audit Services August 2015 - Present
Cohen Fund Audit Services September 2013 - July 2015
Citi Hedge Fund Services North America, Inc. December 2010 - August 2013
Citi Hedge Fund Services North America, Inc. September 2009 - December 2010
Citi Hedge Fund Services North America, Inc. August 2008 - September 2009
HousingHotLink.com October 2005 - August 2008
Skills
Fund Administration, Financial Reporting, Hedge Funds, Accounting, Financial Accounting, Auditing, Audit, Investments, Financial Statements, Management, Banking, Portfolio Management, Finance
Education
Ohio University 2005 — 2008
Bachelor of Business Administration, Accounting
Kent State University 2003 — 2005
Accounting
Cohen Fund Audit Services August 2015 - Present
Cohen Fund Audit Services August 2012 - Present
Cohen Fund Audit Services December 2011 - March 2012
Ohio Department of Transportation June 2008 - January 2010
Skills
Accounting, Teamwork, Auditing, Management, Investments, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, GAAP, General Ledger, Microsoft Excel, Internal Controls
Education
Ohio University 2008 — 2012
Bachelor of Science (BS), Accounting
Ohio University
Cohen Fund Audit Services October 2014 - Present
PricewaterhouseCoopers January 2013 - April 2013
Cohen Fund Audit Services May 2012 - August 2012
Skills
Microsoft Word
Education
Marquette University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Munchery May 2015 - Present
Cohen Fund Audit Services September 2013 - May 2015
Heartland Advisors, Inc. May 2011 - May 2013
MRY September 2010 - December 2010
Parties That Cook June 2009 - August 2009
Skills
Fixed Asset Management, Microsoft Dynamics, Microsoft Office, Laserfiche, Market Research, Marketing, Blogging, Marketing Strategy, Accounting, Investments, Customer Service, Auditing, Financial Reporting, Financial Analysis, Photography, Account Reconciliation, Accounts Payable, Microsoft Excel, Social Media, Financial Accounting
Education
Marquette University 2012 — 2013
Master of Science in Accountancy, Accounting
Marquette University 2008 — 2012
Bachelor of Science, Business Administration; Accounting
Los Altos High School 2004 — 2008
Marquette University Office of Residence Life May 2013 - Present
Cohen Fund Audit Services May 2015 - August 2015
Scribner, Cohen and Company, S.C. January 2015 - April 2015
Allium IT October 2012 - December 2013
Marquette University Law School January 2012 - January 2013
Farmers Insurance June 2011 - January 2013
Marquette Catering November 2011 - May 2012
Weissgerber's Gasthaus & Beer Garden November 2010 - July 2011
Skills
Accounting, Finance, Event Management, Event Planning, Telephone Reception, Food Service, Waitressing, Data Entry, Property & Casualty..., Spanish, Coordinating Events, Staff Management, Training, Leadership, Time Management, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, Teamwork
Education
Marquette University 2011 — 2015
Bachelor's of Science, International Business/Accounting
Universidad de Deusto 2014 — 2014
Bachelor's Degree, Business Administration
Catholic Memorial High School 2007 — 2011
Elizabeth Park Capital Management June 2014 - Present
Cohen Fund Audit Services May 2003 - June 2014
Skills
Auditing, Accounting, SEC filings, Financial Reporting, CPA
Education
John Carroll University 1999 — 2003
BSBA, Accounting
Lakewood High School
Cohen Fund Audit Services September 2006 - Present
Skills
Investments, Hedge Funds, Fund Of Funds, Alternative Investments, Private Equity, Mutual Funds, Accounting, Financial Reporting, Auditing, Tax, Derivatives, SEC filings, CPA, US GAAP, GAAP, Financial Accounting, Financial Analysis, SEC Filings
Education
Miami University 2002 — 2006
B.S., Accounting
Deloitte September 2014 - Present
Cohen Fund Audit Services May 2013 - August 2013
DDR Corp. June 2012 - August 2012
Akron Aeros August 2011 - September 2011
Skills
Excel, Microsoft Office, Word, PowerPoint, Outlook, Access, Data Entry
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2014
Master's degree, Accounting
Case Western Reserve University 2011 — 2013
Bachelor of Science, Accounting
The George Washington University 2009 — 2011
Bachelor; Science, Science Accounting; Public Health, Engineering, and Exercise Science
Tallmadge High School
Barclays April 2015 - Present
Cohen Fund Audit Services December 2011 - April 2015
ActionLink August 2011 - December 2011
Pioneer Athletics May 2010 - September 2011
Education
Baldwin-Wallace College 2006 — 2011
BA/MBA, Accounting Dual Degree Program
Cohen Fund Audit Services July 2014 - Present
Cohen Fund Audit Services July 2008 - July 2014
Cohen Fund Audit Services July 2008 - November 2011
National City Bank June 2007 - August 2007
Skills
Accounting, Audit, Hedge Funds, Auditing, Investments, Bloomberg Terminal, Valuation, Tax, Compliance, Mutual Funds, Alternative Investments, complex investments, Certified Public..., GAAP, Internal Controls, US GAAP
Education
2015 Level II Candidate in the CFA Program
Ohio University 2003 — 2008
BBA, Finance, Accounting, Business Law
Avon lake 1999 — 2003
Deloitte Consulting August 2011 - Present
Cohen Fund Audit Services August 2010 - February 2011
Columbus Speech & Hearing Center June 2010 - August 2010
Skills
SAP FI, SAP, MS Project, Financial Analysis, Accounting, Financial Accounting, Microsoft Excel, Microsoft Office, CA Clarity, Management, Management Consulting, Business Process..., Tax, Change Management, ERP, Financial Statements, Project Planning, Internal Controls, SAP Implementation, Business Analysis, Business Transformation, SAP R/3
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Honors Accounting, Finance
Cohen Fund Audit Services August 2014 - Present
PwC 2010 - March 2014
PwC 2003 - 2010
PwC 2001 - 2003
KPMG 1996 - 2001
Skills
Technical Training, Project Management, Leadership, Organized with Strong..., Business Development, Staff Development, Mentoring Of Staff, Team Leadership, Instructor-led Training, Webcasting, Podcasting, Mutual Funds, ETFs, Partnership Taxation, Tax, Microsoft Office, Accounting, Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Auditing, Sarbanes-Oxley Act
Education
Jackson State University 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
University of Minnesota - Carlson School of Management
Master's degree, Taxation
Cohen Fund Audit Services October 2008 - Present
beintween January 2012 - Present
Kompost Kids October 2012 - October 2013
Citi November 2003 - October 2008
Skills
Financial Reporting, Mutual Funds, Audit, Hedge Funds, Internal Controls, Tax, Accounting, Auditing, Compliance, Fund Administration, Financial Services, Financial Analysis, Financial Statements, GAAP, SEC filings, Investments
Education
Franklin University 2004 — 2006
Accounting
Ohio University 1999 — 2003
Finance
Cohen Fund Audit Services September 2006 - Present
Skills
Corporate Tax, Tax, CPA, Tax Preparation, SEC filings, Income Tax
Education
The University of Akron 2008 — 2010
MT, Taxation
Bowling Green State University 2002 — 2006
Bachelor's degree, Accounting
Normandy
Cohen Fund Audit Services January 2006 - Present
PricewaterhouseCoopers September 1997 - December 2005
Skills
Tax, Investments, Tax Returns, Mergers & Acquisitions, Mergers, Alternative Investments, Mutual Funds, Accounting, CPA, SEC filings, Financial Reporting, US GAAP, Tax Preparation, Income Tax, GAAP, SEC Filings
Education
Ohio University 1996 — 1997
MSA, Accounting
Ohio University 1992 — 1996
BBA, Accounting & Business Pre-Law
Cohen Fund Audit Services June 2015 - Present
UMB Fund Services November 2011 - July 2015
UMB Fund Services August 2009 - November 2011
Skills
Mutual Funds, Fund Accounting, Financial Reporting, Hedge Funds, Securities, Alternative Investments, Financial Statements, Accounting, Financial Services, Financial Analysis, Fund Administration, SEC filings, Fund Of Funds, GAAP, US GAAP, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, CPA, General Ledger, Account Reconciliation, Cash Management, Bloomberg, Financial Modeling, Asset Management, Finance, SEC Filings
Education
Lakeland College 2006 — 2011
MBA, Accounting
Lakeland College 2002 — 2004
Bachelor's, Accounting and Business Administration
Concordia International University Estonia 1999 — 2002
Bachelor's, International Business