Coleman, Epstein, Berlin & Co.
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Coleman, Epstein, Berlin & Co. Employees
Employee
Years
Job
Industry
Kelly Hajduk Kelly Hajduk's Coleman, Epstein, Berlin & Co. Experience January 2006 - July 2008
Job Licensed CPA / Tax Preparer in Chicago
Industry Accounting
Experience
O'Malley & Kwit August 2008 - October 2014
Coleman, Epstein, Berlin & Co. January 2006 - July 2008
Dominican University 2007 - 2007
Coleman, Epstein, Berlin & Co. January 2005 - April 2005
Dominicks 1998 - 2004
Young Accounting Associates 2003 - 2003
Skills
Accounting, QuickBooks, GAAP, Financial Reporting, Audits of Employee..., Compilation Of..., Review of Financial..., Fund Administration, ProSystem fx Tax, Tax Research, Tax Audit Representation, Partnership Tax Returns, Corporate Tax Returns, Personal Income Tax..., Multi-state tax returns, Financial Statements, Auditing, Corporate Tax, Tax, Tax Preparation, Bookkeeping, Payroll, Tax Returns, Income Tax, Finance, CPA, Tax Accounting, Partnership Taxation
Education
Dominican University 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Dominican University 2001 — 2005
Bachelor of Arts (B.A.), Accounting
Elmwood Park High School 1997 — 2001
O'Malley & Kwit August 2008 - October 2014
Coleman, Epstein, Berlin & Co. January 2006 - July 2008
Dominican University 2007 - 2007
Coleman, Epstein, Berlin & Co. January 2005 - April 2005
Dominicks 1998 - 2004
Young Accounting Associates 2003 - 2003
Skills
Accounting, QuickBooks, GAAP, Financial Reporting, Audits of Employee..., Compilation Of..., Review of Financial..., Fund Administration, ProSystem fx Tax, Tax Research, Tax Audit Representation, Partnership Tax Returns, Corporate Tax Returns, Personal Income Tax..., Multi-state tax returns, Financial Statements, Auditing, Corporate Tax, Tax, Tax Preparation, Bookkeeping, Payroll, Tax Returns, Income Tax, Finance, CPA, Tax Accounting, Partnership Taxation
Education
Dominican University 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Dominican University 2001 — 2005
Bachelor of Arts (B.A.), Accounting
Elmwood Park High School 1997 — 2001
Michelle Waggoner Michelle Waggoner's Coleman, Epstein, Berlin & Co. Experience August 2005 - July 2008
Job Tax/Accounting Chicago CPA
Industry Accounting
Experience
O'Malley & Kwit August 2008 - Present
Evanston Bible Fellowship January 2010 - Present
Coleman, Epstein, Berlin & Co. August 2005 - July 2008
Coleman, Epstein, Berlin & Co. January 2005 - April 2005
Skills
QuickBooks, GAAP, Multi-state tax returns, Accounting, ProSystem fx Tax, Financial Reporting, Financial Statements, Accounts Receivable, Partnership Tax Returns, Accounts Payable, Tax Research, Tax Preparation, Closely Held Business, Investment Partnerships, Audits of Employee..., Tax-planning, Payroll Compliance, Tax, Payroll, Auditing, Corporate Tax
Education
Trinity International University 2001 — 2005
BA, Business
O'Malley & Kwit August 2008 - Present
Evanston Bible Fellowship January 2010 - Present
Coleman, Epstein, Berlin & Co. August 2005 - July 2008
Coleman, Epstein, Berlin & Co. January 2005 - April 2005
Skills
QuickBooks, GAAP, Multi-state tax returns, Accounting, ProSystem fx Tax, Financial Reporting, Financial Statements, Accounts Receivable, Partnership Tax Returns, Accounts Payable, Tax Research, Tax Preparation, Closely Held Business, Investment Partnerships, Audits of Employee..., Tax-planning, Payroll Compliance, Tax, Payroll, Auditing, Corporate Tax
Education
Trinity International University 2001 — 2005
BA, Business
Jennifer Nardulli Jennifer Nardulli's Coleman, Epstein, Berlin & Co. Experience January 2001 - August 2008
Job Office Manager O'Malley & Kwit, LLC
Industry Accounting
Experience
Usborne Books August 2014 - Present
O'Malley & Kwit August 2008 - Present
Coleman, Epstein, Berlin & Co. January 2001 - August 2008
Youth Outreach Services January 2005 - June 2008
Meritor Academy July 1997 - January 2001
Skills
QuickBooks, Accounts Receivable, Accounts Payable, Office Management, Microsoft Office, ADP Payroll, Adobe Acrobat, Administrative..., Bookkeeping, Organization, Electronic Filing, Employee Benefits, Vendor Management, Client Services, CCH ProSystem fx, Constant Contact, LinkedIn, Corporate Blogging, Hiring Personnel, Interviews, Human Resources, Client Confidentiality
Education
DePaul University 2003 — 2004
School for New Learning
Northern Illinois University 1992 — 1997
Bachelors, Human & Family Resources
Usborne Books August 2014 - Present
O'Malley & Kwit August 2008 - Present
Coleman, Epstein, Berlin & Co. January 2001 - August 2008
Youth Outreach Services January 2005 - June 2008
Meritor Academy July 1997 - January 2001
Skills
QuickBooks, Accounts Receivable, Accounts Payable, Office Management, Microsoft Office, ADP Payroll, Adobe Acrobat, Administrative..., Bookkeeping, Organization, Electronic Filing, Employee Benefits, Vendor Management, Client Services, CCH ProSystem fx, Constant Contact, LinkedIn, Corporate Blogging, Hiring Personnel, Interviews, Human Resources, Client Confidentiality
Education
DePaul University 2003 — 2004
School for New Learning
Northern Illinois University 1992 — 1997
Bachelors, Human & Family Resources
Kristin Muszalski Kristin Muszalski's Coleman, Epstein, Berlin & Co. Experience January 2003 - September 2003
Job Tax Manager
Industry Accounting
Experience
CNA November 2010 - June 2014
RSM McGladrey September 2003 - October 2010
Coleman, Epstein, Berlin & Co. January 2003 - September 2003
Great America Leasing Corporation 2001 - 2002
Iowa State Bank & Trust Company 1999 - 2001
Farmers & Merchants Savings Bank 1996 - 1998
Skills
Tax Accounting, Tax, Income Tax, Accounting, Tax Preparation, Corporate Tax, Mergers & Acquisitions, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master, Taxation
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Master, Accountancy
CNA November 2010 - June 2014
RSM McGladrey September 2003 - October 2010
Coleman, Epstein, Berlin & Co. January 2003 - September 2003
Great America Leasing Corporation 2001 - 2002
Iowa State Bank & Trust Company 1999 - 2001
Farmers & Merchants Savings Bank 1996 - 1998
Skills
Tax Accounting, Tax, Income Tax, Accounting, Tax Preparation, Corporate Tax, Mergers & Acquisitions, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master, Taxation
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Master, Accountancy
Stephen Brooks CPA/PFS, CFP® Stephen Brooks CPA/PFS, CFP®'s Coleman, Epstein, Berlin & Co. Experience July 2000 - June 2001
Job Partner at ROI Business Services, LLC
Industry Accounting
Experience
ROI Business Services, LLC January 2012 - Present
SRB & Associates, LLC November 2010 - January 2012
Lopata Flegel and Company November 2008 - October 2010
Deloitte October 2006 - October 2008
RubinBrown LLP May 2006 - October 2006
Sikich October 2001 - May 2005
Coleman, Epstein, Berlin & Co. July 2000 - June 2001
Skills
Tax consulting, Tax Compliance, Financial Planning, Tax, Small Business, Compliance, LLC, Income Tax, Corporate Tax, Tax Preparation, Quickbooks, Financial Reporting, Tax Returns, Tax Research, General Ledger, Federal Tax, Tax Accounting, Partnership Taxation, Tax Law, Tax Audits, S Corporations, Accounting, Financial Analysis, Property Tax, Individual Taxation, Tax Services, Payroll, Mergers, IRS, Excel, Manufacturing, High Net Worth..., Financial Accounting, Bookkeeping, Preparation, Trusts, Non-profits, Budgeting, Cash Flow, Accounts Payable, Strategic Financial...
Education
University of Illinois at Chicago 2005 — 2006
MS, Taxation
Indiana University - Kelley School of Business 1996 — 2000
BS, ACCOUNTING & FINANCE
Incarnate Word
ROI Business Services, LLC January 2012 - Present
SRB & Associates, LLC November 2010 - January 2012
Lopata Flegel and Company November 2008 - October 2010
Deloitte October 2006 - October 2008
RubinBrown LLP May 2006 - October 2006
Sikich October 2001 - May 2005
Coleman, Epstein, Berlin & Co. July 2000 - June 2001
Skills
Tax consulting, Tax Compliance, Financial Planning, Tax, Small Business, Compliance, LLC, Income Tax, Corporate Tax, Tax Preparation, Quickbooks, Financial Reporting, Tax Returns, Tax Research, General Ledger, Federal Tax, Tax Accounting, Partnership Taxation, Tax Law, Tax Audits, S Corporations, Accounting, Financial Analysis, Property Tax, Individual Taxation, Tax Services, Payroll, Mergers, IRS, Excel, Manufacturing, High Net Worth..., Financial Accounting, Bookkeeping, Preparation, Trusts, Non-profits, Budgeting, Cash Flow, Accounts Payable, Strategic Financial...
Education
University of Illinois at Chicago 2005 — 2006
MS, Taxation
Indiana University - Kelley School of Business 1996 — 2000
BS, ACCOUNTING & FINANCE
Incarnate Word
MJ Jones-Williams, MA, NCC's Coleman, Epstein, Berlin & Co. Experience August 2006 - July 2008
Job Chief Administrative Officer Business Development
Industry Executive Office
Experience
Level-(1) Global Solutions, LLC February 2015 - Present
Northeastern Illinois University August 2014 - August 2015
Boiko & Osimani, P.C. October 2013 - January 2015
Presence Health August 2012 - August 2013
NYSE Euronext August 2008 - July 2012
Coleman, Epstein, Berlin & Co. August 2006 - July 2008
Boiko & Osimani P.C. & In Rem REO Services, Inc. January 2003 - August 2006
Skills
Management, Analysis, Process Improvement, Office Management, Organizational..., Team Building, Time Management, Business Development, Employee Training, Client Acquisition, Client Relationship..., Account Reconciliation, Human Resources, Event Planning, Travel Planning, Executive..., Government Procurement, Social Media, Microsoft Office..., Oracle E-Business Suite, MS Office Suite, Invoicing, Quickbooks, Billing, Adobe Acrobat X Pro, Visio, Citrix, Accounts Receivable, Accounts Payable, Digital Libraries, Lotus Notes, Dictation, GoToMeeting, Career Counseling, Clinical Research, Career Development, Career Assessment
Education
Northeastern Illinois University 2012 — 2015
Master of Arts, Clinical Mental Health Counseling, 3.75
Chicago State University 2010 — 2011
Bachelor of Arts, Psychology with Honors
Level-(1) Global Solutions, LLC February 2015 - Present
Northeastern Illinois University August 2014 - August 2015
Boiko & Osimani, P.C. October 2013 - January 2015
Presence Health August 2012 - August 2013
NYSE Euronext August 2008 - July 2012
Coleman, Epstein, Berlin & Co. August 2006 - July 2008
Boiko & Osimani P.C. & In Rem REO Services, Inc. January 2003 - August 2006
Skills
Management, Analysis, Process Improvement, Office Management, Organizational..., Team Building, Time Management, Business Development, Employee Training, Client Acquisition, Client Relationship..., Account Reconciliation, Human Resources, Event Planning, Travel Planning, Executive..., Government Procurement, Social Media, Microsoft Office..., Oracle E-Business Suite, MS Office Suite, Invoicing, Quickbooks, Billing, Adobe Acrobat X Pro, Visio, Citrix, Accounts Receivable, Accounts Payable, Digital Libraries, Lotus Notes, Dictation, GoToMeeting, Career Counseling, Clinical Research, Career Development, Career Assessment
Education
Northeastern Illinois University 2012 — 2015
Master of Arts, Clinical Mental Health Counseling, 3.75
Chicago State University 2010 — 2011
Bachelor of Arts, Psychology with Honors
Ben Parisi, CPA's Coleman, Epstein, Berlin & Co. Experience January 2000 - June 2001
Job VP Expense Management Director at Zurich North America
Industry Insurance
Experience
Zurich North America November 2013 - Present
Zurich North America July 2009 - November 2013
Zurich North America June 2005 - July 2009
Aon Risk Services July 2001 - June 2005
Coleman, Epstein, Berlin & Co. January 2000 - June 2001
Skills
Strategic Financial..., Financial Analysis, Budgets, Variance Analysis, Negotiation, Financial Modeling, Property & Casualty..., Accounting, Forecasting, Leadership, Start-ups, Project Planning, Finance, Auditing, Risk Management, Mergers & Acquisitions, Business Analysis, Process Improvement, Business Process..., Analysis, Financial Forecasting, Financial Reporting, Insurance, Strategy, Managerial Finance, Corporate Finance, Financial Risk, Pricing, Business Strategy, Business Planning, Change Management, Cross-functional Team..., Financial Services, Management, Portfolio Management, Due Diligence, Management Consulting, Executive Management, Business Transformation, Enterprise Risk..., Sarbanes-Oxley Act, Capital Management, Governance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2009
M.B.A, Entrepreneurship
University of Illinois at Urbana-Champaign 1996 — 1999
BS, Agribusiness, Accounting
Zurich North America November 2013 - Present
Zurich North America July 2009 - November 2013
Zurich North America June 2005 - July 2009
Aon Risk Services July 2001 - June 2005
Coleman, Epstein, Berlin & Co. January 2000 - June 2001
Skills
Strategic Financial..., Financial Analysis, Budgets, Variance Analysis, Negotiation, Financial Modeling, Property & Casualty..., Accounting, Forecasting, Leadership, Start-ups, Project Planning, Finance, Auditing, Risk Management, Mergers & Acquisitions, Business Analysis, Process Improvement, Business Process..., Analysis, Financial Forecasting, Financial Reporting, Insurance, Strategy, Managerial Finance, Corporate Finance, Financial Risk, Pricing, Business Strategy, Business Planning, Change Management, Cross-functional Team..., Financial Services, Management, Portfolio Management, Due Diligence, Management Consulting, Executive Management, Business Transformation, Enterprise Risk..., Sarbanes-Oxley Act, Capital Management, Governance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2009
M.B.A, Entrepreneurship
University of Illinois at Urbana-Champaign 1996 — 1999
BS, Agribusiness, Accounting
Jamie Calandriello's Coleman, Epstein, Berlin & Co. Experience September 2006 - April 2007
Job Compliance Officer at McDonnell Investment Management
Industry Investment Management
Experience
McDonnell Investment Management January 2013 - Present
McDonnell Investment Management April 2007 - January 2013
Coleman, Epstein, Berlin & Co. September 2006 - April 2007
Skills
Compliance, Microsoft Excel, Training, Bloomberg, Fixed Income, Payroll, Investment Advisory, Alternative Investments, Bonds
Education
North Central College 2002 — 2006
Bachelor of Arts (B.A.), Accounting
McDonnell Investment Management January 2013 - Present
McDonnell Investment Management April 2007 - January 2013
Coleman, Epstein, Berlin & Co. September 2006 - April 2007
Skills
Compliance, Microsoft Excel, Training, Bloomberg, Fixed Income, Payroll, Investment Advisory, Alternative Investments, Bonds
Education
North Central College 2002 — 2006
Bachelor of Arts (B.A.), Accounting
Craig Kocol's Coleman, Epstein, Berlin & Co. Experience 1991 - 1993
Job Accounting Manager at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility April 2001 - Present
AT&T Broadband (TCI/MediaOne) 1996 - March 2001
Compass Healthcare 1993 - 1996
Coleman, Epstein, Berlin & Co. 1991 - 1993
Skills
Variance Analysis, Financial Reporting, Budgets, Financial Analysis, Accounting, Payroll, Business Process..., Microsoft Excel, Accounts Receivable, Forecasting, Revenue Recognition, Sarbanes-Oxley Act, Managerial Finance, Process Improvement, Financial Forecasting, Accounts Payable, Strategic Financial..., Internal Controls, Account Reconciliation, CPA, Telecommunications
Education
University of Illinois at Chicago 1987 — 1991
BS/CPA, Accounting
AT&T Mobility April 2001 - Present
AT&T Broadband (TCI/MediaOne) 1996 - March 2001
Compass Healthcare 1993 - 1996
Coleman, Epstein, Berlin & Co. 1991 - 1993
Skills
Variance Analysis, Financial Reporting, Budgets, Financial Analysis, Accounting, Payroll, Business Process..., Microsoft Excel, Accounts Receivable, Forecasting, Revenue Recognition, Sarbanes-Oxley Act, Managerial Finance, Process Improvement, Financial Forecasting, Accounts Payable, Strategic Financial..., Internal Controls, Account Reconciliation, CPA, Telecommunications
Education
University of Illinois at Chicago 1987 — 1991
BS/CPA, Accounting
Amy Zick, CPA's Coleman, Epstein, Berlin & Co. Experience 1999 - 2003
Job Financial Officer
Industry Accounting
Experience
Mental Health Board October 2011 - Present
Ulta Beauty August 2010 - October 2011
Ulta Beauty November 2007 - September 2010
Navigant Consulting August 2003 - November 2007
Coleman, Epstein, Berlin & Co. 1999 - 2003
Skills
Accounting, Financial Reporting, Microsoft Word, Business Analysis, PowerPoint, Financial Analysis, Auditing, Internal Controls, Microsoft Excel, Outlook, Forecasting, General Ledger, Financial Accounting, Access, PeopleSoft, Accounts Receivable
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor, Accountancy
Mental Health Board October 2011 - Present
Ulta Beauty August 2010 - October 2011
Ulta Beauty November 2007 - September 2010
Navigant Consulting August 2003 - November 2007
Coleman, Epstein, Berlin & Co. 1999 - 2003
Skills
Accounting, Financial Reporting, Microsoft Word, Business Analysis, PowerPoint, Financial Analysis, Auditing, Internal Controls, Microsoft Excel, Outlook, Forecasting, General Ledger, Financial Accounting, Access, PeopleSoft, Accounts Receivable
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor, Accountancy
Jaime Kicklighter's Coleman, Epstein, Berlin & Co. Experience February 2006 - July 2008
Job Tax/Accounting, Chicago CPA, Client Advocate/Advisor
Industry Accounting
Experience
O'Malley & Kwit August 2008 - Present
Coleman, Epstein, Berlin & Co. February 2006 - July 2008
Little-Morris LLP August 2000 - December 2005
Skills
QuickBooks, Accounting, Financial Reporting, Strategic Financial..., Tax Preparation, GAAP, Hedge funds, CPA, Income Tax, Multi-state tax returns, Partnership Taxation, Individual taxation, Service businesses, Manufacturing businesses, Private Foundations, Estate Pl
Education
The University of Montana - School of Business Administration 1998 — 2000
Masters, Accountancy
The University of Montana - School of Business Administration 1994 — 1998
Bachelors of Science, Accounting
O'Malley & Kwit August 2008 - Present
Coleman, Epstein, Berlin & Co. February 2006 - July 2008
Little-Morris LLP August 2000 - December 2005
Skills
QuickBooks, Accounting, Financial Reporting, Strategic Financial..., Tax Preparation, GAAP, Hedge funds, CPA, Income Tax, Multi-state tax returns, Partnership Taxation, Individual taxation, Service businesses, Manufacturing businesses, Private Foundations, Estate Pl
Education
The University of Montana - School of Business Administration 1998 — 2000
Masters, Accountancy
The University of Montana - School of Business Administration 1994 — 1998
Bachelors of Science, Accounting