Edelstein & Company
Description
Address: 160 Federal St, Boston, MA 02110 Hours: Closed ⋅ Opens 9AM Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 227-6161: Place name: : : : Category: Website: : : Website: http://www.edelsteincpa.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1)
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Edelstein & Company Employees
Employee
Years
Job
Industry
Heather Sprinkle, CPA Heather Sprinkle, CPA's Edelstein & Company Experience June 2011 - April 2012
Job PwC
Industry Accounting
Experience
PwC August 2013 - Present
PwC June 2012 - August 2012
Edelstein & Company June 2011 - April 2012
Skills
Accounting, Financial Reporting, QuickBooks, Tax Preparation, Microsoft Excel, Microsoft Office, Financial Accounting, Financial Statements
Education
Bentley University 2012 — 2013
Master's degree, Accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting
PwC August 2013 - Present
PwC June 2012 - August 2012
Edelstein & Company June 2011 - April 2012
Skills
Accounting, Financial Reporting, QuickBooks, Tax Preparation, Microsoft Excel, Microsoft Office, Financial Accounting, Financial Statements
Education
Bentley University 2012 — 2013
Master's degree, Accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting
Jonathan Sanborn, CPA's Edelstein & Company Experience June 2006 - July 2012
Job Master of Money at SHIFT (by Project 100)
Industry Accounting
Experience
SHIFT (by Project 100) September 2014 - Present
TRX Training September 2012 - September 2014
Zappos Family of Companies November 2011 - October 2012
Edelstein & Company June 2006 - July 2012
KPMG 2005 - 2006
Skills
CPA, SAP, Fixed Assets, Corporate Tax, Partnership Taxation, QuickBooks, Compilation Of..., Financial Statements, Tax, Account Reconciliation, Accruals, Tax Accounting, Tax Preparation, General Ledger, Accounting, Tax Research, Microsoft Excel, Auditing, Finance, Tax Returns, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
MST, Taxation
The George Washington University 1999 — 2003
BBA, Finance
SHIFT (by Project 100) September 2014 - Present
TRX Training September 2012 - September 2014
Zappos Family of Companies November 2011 - October 2012
Edelstein & Company June 2006 - July 2012
KPMG 2005 - 2006
Skills
CPA, SAP, Fixed Assets, Corporate Tax, Partnership Taxation, QuickBooks, Compilation Of..., Financial Statements, Tax, Account Reconciliation, Accruals, Tax Accounting, Tax Preparation, General Ledger, Accounting, Tax Research, Microsoft Excel, Auditing, Finance, Tax Returns, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
MST, Taxation
The George Washington University 1999 — 2003
BBA, Finance
Jeff Sulloway's Edelstein & Company Experience June 2010 - August 2010
Job Audit Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2011 - Present
Edelstein & Company June 2010 - August 2010
Ercolini & Company LLP January 2010 - March 2010
PCI Synthesis June 2009 - August 2009
Skills
Accounts Payable, Auditing, Account Reconciliation, Accounting, Financial Statements, Microsoft Excel, US GAAP, Managerial Finance, Financial Accounting, Internal Controls
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2012
MSA, Master of Science in Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Accounting
Stoneham High School 2003 — 2007
Grant Thornton LLP October 2011 - Present
Edelstein & Company June 2010 - August 2010
Ercolini & Company LLP January 2010 - March 2010
PCI Synthesis June 2009 - August 2009
Skills
Accounts Payable, Auditing, Account Reconciliation, Accounting, Financial Statements, Microsoft Excel, US GAAP, Managerial Finance, Financial Accounting, Internal Controls
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2012
MSA, Master of Science in Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Accounting
Stoneham High School 2003 — 2007
Susan McCarthy, CPA, MST, CSEP Susan McCarthy, CPA, MST, CSEP's Edelstein & Company Experience 2003 - 2007
Job CPA | Client Advocate l Independent Business & Tax Consultant | Estate Planning l Elder Care | Nonprofit Consulting
Industry Accounting
Experience
Susan J. McCarthy, CPA, MST, CSEP 2011 - Present
Center for Women & Enterprise 2013 - Present
The Bollard Group, LLC 2009 - 2011
Kirkland, Albrecht & Fredrickson, LLC 2007 - 2009
Edelstein & Company 2003 - 2007
Carlin, Charron & Rosen LLP 1997 - 2003
Nutter McClennen & Fish LLP 1993 - 1997
Pepe, Pelletier & McShane, Inc 1985 - 1993
Skills
Tax, Estate Planning, High Net Worth..., Non-profits, Small Business, Financial Analysis, Strategic Planning, Financial Management, Business Planning, Tax Preparation, Income Tax, Trusts, Management Consulting, Tax Compliance, Budgeting, Microsoft Office, Excel, Cash Flow, Nonprofits, QuickBooks, Budgets, CPA, Grant Writing, Guidestar, Giving Common, Meeting Facilitation, Financial Planners, Finance, Corporate Tax, Investments, Workshop Facilitation, Financial Reporting, Tax Returns, Tax Research, Bookkeeping, Estate Tax Planning, Retirement Planning
Education
National Institute for Excellence in Professional Education 2005 — 2005
CSEP, Estate Planning
Suffolk University 1993 — 1995
Master of Science, Taxation
Commonwealth of Massachusetts Division of Professional Licensure/Board of Public Accountancy
CPA License
Bridgewater State University 1981 — 1985
Bachelor of Science (B.S.), Management Science, Concentration in Accounting and Finance
Susan J. McCarthy, CPA, MST, CSEP 2011 - Present
Center for Women & Enterprise 2013 - Present
The Bollard Group, LLC 2009 - 2011
Kirkland, Albrecht & Fredrickson, LLC 2007 - 2009
Edelstein & Company 2003 - 2007
Carlin, Charron & Rosen LLP 1997 - 2003
Nutter McClennen & Fish LLP 1993 - 1997
Pepe, Pelletier & McShane, Inc 1985 - 1993
Skills
Tax, Estate Planning, High Net Worth..., Non-profits, Small Business, Financial Analysis, Strategic Planning, Financial Management, Business Planning, Tax Preparation, Income Tax, Trusts, Management Consulting, Tax Compliance, Budgeting, Microsoft Office, Excel, Cash Flow, Nonprofits, QuickBooks, Budgets, CPA, Grant Writing, Guidestar, Giving Common, Meeting Facilitation, Financial Planners, Finance, Corporate Tax, Investments, Workshop Facilitation, Financial Reporting, Tax Returns, Tax Research, Bookkeeping, Estate Tax Planning, Retirement Planning
Education
National Institute for Excellence in Professional Education 2005 — 2005
CSEP, Estate Planning
Suffolk University 1993 — 1995
Master of Science, Taxation
Commonwealth of Massachusetts Division of Professional Licensure/Board of Public Accountancy
CPA License
Bridgewater State University 1981 — 1985
Bachelor of Science (B.S.), Management Science, Concentration in Accounting and Finance
Christina Moschella Christina Moschella's Edelstein & Company Experience 2000 - 2006
Job Practice Manager at Signature Healthcare, MA
Industry Medical Practice
Experience
Signature Healthcare, MA February 2015 - Present
Boston University Dermatology Inc. February 2009 - January 2015
MGMA 2000 - 2015
Bristol Plymouth Regional Technical School 2005 - 2011
Edelstein & Company 2000 - 2006
Skills
Practice Management, Healthcare Consulting, Healthcare Information..., EHR, Revenue Cycle, EMR, Physicians, Medical Billing, Healthcare Management, Healthcare, HIPAA, ICD-9, Medicine, CPT, Healthcare Industry, Medical Terminology, Medicare
Education
D'Amore-McKim School of Business at Northeastern University
MST, Taxation
Aquinas College in Milton MA
AS, Medical
Bryant University
BA, Business
Signature Healthcare, MA February 2015 - Present
Boston University Dermatology Inc. February 2009 - January 2015
MGMA 2000 - 2015
Bristol Plymouth Regional Technical School 2005 - 2011
Edelstein & Company 2000 - 2006
Skills
Practice Management, Healthcare Consulting, Healthcare Information..., EHR, Revenue Cycle, EMR, Physicians, Medical Billing, Healthcare Management, Healthcare, HIPAA, ICD-9, Medicine, CPT, Healthcare Industry, Medical Terminology, Medicare
Education
D'Amore-McKim School of Business at Northeastern University
MST, Taxation
Aquinas College in Milton MA
AS, Medical
Bryant University
BA, Business
Barbara Damon Barbara Damon's Edelstein & Company Experience January 1988 - Present
Job Tax Principal at Edelstein & Company
Industry Accounting
Experience
Edelstein & Company January 1988 - Present
Mawn & Mawn, PC 1985 - 1987
Skills
Tax Preparation, Corporate Tax, State Taxation, Tax Returns, Multi State Taxation, Partnership Taxation, Tax, US Tax, Income Tax, CPA, ProSystem fx Tax, Tax Research, Tax Accounting, International Tax
Education
Bentley College 1986 — 1991
MST, Taxation
University of Toledo 1978 — 1980
MS, Accountng
Oberlin College 1971 — 1975
BA, Geology
Edelstein & Company January 1988 - Present
Mawn & Mawn, PC 1985 - 1987
Skills
Tax Preparation, Corporate Tax, State Taxation, Tax Returns, Multi State Taxation, Partnership Taxation, Tax, US Tax, Income Tax, CPA, ProSystem fx Tax, Tax Research, Tax Accounting, International Tax
Education
Bentley College 1986 — 1991
MST, Taxation
University of Toledo 1978 — 1980
MS, Accountng
Oberlin College 1971 — 1975
BA, Geology
Alfonso Perillo Alfonso Perillo's Edelstein & Company Experience 2000 - Present
Job Partner at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company 2000 - Present
tonneson + co 1998 - 2000
Beth Israel Deaconess Medical Center 1993 - 1998
Greenery Extended Care Center 1990 - 1993
Lakeside School 1986 - 1988
Education
Massachusetts School of Professional Psychology 2012 — 2012
Graduate Certificate in Executive Coaching, Executive Coaching
Boston University 1988 — 1990
MSW, Human Services Management
Boston College 1982 — 1986
BA, Psychology
Edelstein & Company 2000 - Present
tonneson + co 1998 - 2000
Beth Israel Deaconess Medical Center 1993 - 1998
Greenery Extended Care Center 1990 - 1993
Lakeside School 1986 - 1988
Education
Massachusetts School of Professional Psychology 2012 — 2012
Graduate Certificate in Executive Coaching, Executive Coaching
Boston University 1988 — 1990
MSW, Human Services Management
Boston College 1982 — 1986
BA, Psychology
William Healey William Healey's Edelstein & Company Experience October 1987 - Present
Job Principal at Edelstein & Company
Industry Accounting
Experience
Edelstein & Company October 1987 - Present
Skills
Accounting, Auditing, Business Valuation, Financial Statements, GAAP, Tax Returns, Corporate Tax, Tax Preparation, Tax, Internal Controls, CPA, QuickBooks, Microsoft Excel, Financial Analysis
Education
Tufts University
BS
Tufts University
Edelstein & Company October 1987 - Present
Skills
Accounting, Auditing, Business Valuation, Financial Statements, GAAP, Tax Returns, Corporate Tax, Tax Preparation, Tax, Internal Controls, CPA, QuickBooks, Microsoft Excel, Financial Analysis
Education
Tufts University
BS
Tufts University
Allan Rodas Allan Rodas's Edelstein & Company Experience January 2011 - April 2011
Job Electrical Engineer at Black & Veatch
Industry Electrical/Electronic Manufacturing
Experience
Black & Veatch September 2015 - Present
Black & Veatch August 2014 - August 2015
MIT Lincoln Laboratory May 2013 - August 2013
Edelstein & Company January 2011 - April 2011
Skills
Differential Equations, Power System Studies, Electromagnetics, Analog Circuit Design, Feedback Control Systems, Circuit Analysis, Network Administration, Windows 7, Hardware, Troubleshooting, Cisco Technologies, DHCP, Network Security, Windows XP, Computer Security, TCP/IP, Matlab, Microsoft Word, Engineering, Windows, Microsoft Office, PowerPoint, Microsoft Excel
Education
Wentworth Institute of Technology 2012 — 2015
Bachelor's Degree, Electrical Engineering, Senior
Bunker Hill Community College 2009 — 2011
Associate's Degree, Network and System Administration/Administrator, Graduated
Black & Veatch September 2015 - Present
Black & Veatch August 2014 - August 2015
MIT Lincoln Laboratory May 2013 - August 2013
Edelstein & Company January 2011 - April 2011
Skills
Differential Equations, Power System Studies, Electromagnetics, Analog Circuit Design, Feedback Control Systems, Circuit Analysis, Network Administration, Windows 7, Hardware, Troubleshooting, Cisco Technologies, DHCP, Network Security, Windows XP, Computer Security, TCP/IP, Matlab, Microsoft Word, Engineering, Windows, Microsoft Office, PowerPoint, Microsoft Excel
Education
Wentworth Institute of Technology 2012 — 2015
Bachelor's Degree, Electrical Engineering, Senior
Bunker Hill Community College 2009 — 2011
Associate's Degree, Network and System Administration/Administrator, Graduated
Michael Bisso's Edelstein & Company Experience September 2007 - Present
Job Manager of Information Technology at Edelstein & Company
Industry Accounting
Experience
Edelstein & Company September 2007 - Present
PwC April 1999 - September 2007
Skills
Financial Analysis, Strategic Planning, Accounting, Auditing, QuickBooks, Financial Reporting, Budgets, Microsoft Excel, Forecasting, Financial Accounting, Analysis, Outlook, Financial Modeling
Education
Massachusetts College of Liberal Arts
Edelstein & Company September 2007 - Present
PwC April 1999 - September 2007
Skills
Financial Analysis, Strategic Planning, Accounting, Auditing, QuickBooks, Financial Reporting, Budgets, Microsoft Excel, Forecasting, Financial Accounting, Analysis, Outlook, Financial Modeling
Education
Massachusetts College of Liberal Arts
Nam Dinh's Edelstein & Company Experience August 2009 - June 2015
Job Senior Accountant at EverQuote
Industry Accounting
Experience
EverQuote July 2015 - Present
CrossFit H2o September 2014 - Present
Edelstein & Company August 2009 - June 2015
Stavis Seafoods November 2006 - August 2009
Skills
Accounting, General Ledger, Tax Preparation, QuickBooks, Financial Statements, GAAP, Financial Reporting, Internal Controls, Corporate Tax, Auditing, Forensic Accounting, CPA, Financial Accounting, Tax, Financial Analysis, Accounts Receivable, US GAAP, ProSystem fx Tax, Fixed Assets, Microsoft Excel, Microsoft Office, Management, Income Tax, Financial Audits, Accounts Payable, Account Reconciliation
Education
Suffolk University - Sawyer School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Chelsea High School 2001 — 2005
EverQuote July 2015 - Present
CrossFit H2o September 2014 - Present
Edelstein & Company August 2009 - June 2015
Stavis Seafoods November 2006 - August 2009
Skills
Accounting, General Ledger, Tax Preparation, QuickBooks, Financial Statements, GAAP, Financial Reporting, Internal Controls, Corporate Tax, Auditing, Forensic Accounting, CPA, Financial Accounting, Tax, Financial Analysis, Accounts Receivable, US GAAP, ProSystem fx Tax, Fixed Assets, Microsoft Excel, Microsoft Office, Management, Income Tax, Financial Audits, Accounts Payable, Account Reconciliation
Education
Suffolk University - Sawyer School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Chelsea High School 2001 — 2005
Bob Babine, CPA's Edelstein & Company Experience October 2008 - Present
Job Manager at Edelstein and Company
Industry Accounting
Experience
Edelstein & Company October 2008 - Present
Vitale, Caturano & Company 2008 - 2009
Edelstein & Company January 2008 - September 2008
Suffolk University September 2003 - May 2008
Smith&Co. CPA and Fraud Examiners October 2006 - December 2007
PricewaterhouseCoopers May 2007 - August 2007
The United States Securities & Exchange Commission May 2005 - October 2006
Skills
Governance, Auditing, Cost Accounting, QuickBooks, Accounting, Financial Reporting, Tax, Financial Analysis, Internal Controls, Financial Statements, Tax Preparation, Financial Accounting, Microsoft Excel, GAAP, Accounts Payable, Budgets, General Ledger, Due Diligence, Corporate Tax, Finance
Education
Suffolk University - Sawyer Business School 2007 — 2008
Masters, Accounting
Suffolk University 1993 — 2007
BSBA, Accounting
Edelstein & Company October 2008 - Present
Vitale, Caturano & Company 2008 - 2009
Edelstein & Company January 2008 - September 2008
Suffolk University September 2003 - May 2008
Smith&Co. CPA and Fraud Examiners October 2006 - December 2007
PricewaterhouseCoopers May 2007 - August 2007
The United States Securities & Exchange Commission May 2005 - October 2006
Skills
Governance, Auditing, Cost Accounting, QuickBooks, Accounting, Financial Reporting, Tax, Financial Analysis, Internal Controls, Financial Statements, Tax Preparation, Financial Accounting, Microsoft Excel, GAAP, Accounts Payable, Budgets, General Ledger, Due Diligence, Corporate Tax, Finance
Education
Suffolk University - Sawyer Business School 2007 — 2008
Masters, Accounting
Suffolk University 1993 — 2007
BSBA, Accounting
Glenn Gates's Edelstein & Company Experience 2005 - Present
Job Tax Principal at Edelstein & Company
Industry Accounting
Experience
Edelstein & Company 2005 - Present
Arthur Andersen 1995 - 2002
Skills
Corporate Tax, Tax, International Tax, Tax Preparation, CPA, Tax Returns, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Tax Law, FIN 48
Education
Boston College Law School 1992 — 1995
Doctor of Law (JD), Law
Bentley College
BS, MIS
Edelstein & Company 2005 - Present
Arthur Andersen 1995 - 2002
Skills
Corporate Tax, Tax, International Tax, Tax Preparation, CPA, Tax Returns, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Tax Law, FIN 48
Education
Boston College Law School 1992 — 1995
Doctor of Law (JD), Law
Bentley College
BS, MIS
Julie Chan, CPA's Edelstein & Company Experience 2001 - 2007
Job Manager
Industry Accounting
Experience
Edelstein & Company LLP November 2014 - Present
Julie Chan, CPA 2011 - Present
Peoplefluent July 2011 - October 2011
Softscape, Inc./SumTotal Systems 2007 - 2010
Edelstein & Company 2001 - 2007
Skills
Accounting, Auditing, Tax Accounting, International, QuickBooks, Sage, Great Plains Software, Lightspeed, CCH ProSystem fx, Drake Tax Software, Mac OS, Financial Statements, Finance, Income Tax, Internal Controls, Consolidation, Tax, Microsoft Dynamics GP, Time Management, Account Reconciliation, Accounts Payable, Cash Flow, Tax Preparation, Payroll, Tax Returns, Budgets, Corporate Tax, Financial Accounting, General Ledger, Management, Financial Analysis, Microsoft Excel, GAAP, CPA, US GAAP, Revenue Recognition, Financial Reporting, External Audit, Fixed Assets, Accounts Receivable
Education
Boston College
BS, Accounting
Edelstein & Company LLP November 2014 - Present
Julie Chan, CPA 2011 - Present
Peoplefluent July 2011 - October 2011
Softscape, Inc./SumTotal Systems 2007 - 2010
Edelstein & Company 2001 - 2007
Skills
Accounting, Auditing, Tax Accounting, International, QuickBooks, Sage, Great Plains Software, Lightspeed, CCH ProSystem fx, Drake Tax Software, Mac OS, Financial Statements, Finance, Income Tax, Internal Controls, Consolidation, Tax, Microsoft Dynamics GP, Time Management, Account Reconciliation, Accounts Payable, Cash Flow, Tax Preparation, Payroll, Tax Returns, Budgets, Corporate Tax, Financial Accounting, General Ledger, Management, Financial Analysis, Microsoft Excel, GAAP, CPA, US GAAP, Revenue Recognition, Financial Reporting, External Audit, Fixed Assets, Accounts Receivable
Education
Boston College
BS, Accounting
Lulu Gustavsen's Edelstein & Company Experience January 2004 - December 2006
Job Assistant Controller & Treasurer of Babson Global, Inc.
Industry Accounting
Experience
Babson College April 2014 - Present
Gray, Gray & Gray December 2006 - April 2014
Edelstein & Company January 2004 - December 2006
Moody, Famiglietti & Andronico, LLP August 2002 - April 2003
JPMorgan Chase January 2001 - August 2002
Skills
Corporate Tax, Tax Preparation, Tax, Income Tax, Tax Accounting, Partnership Taxation, Tax Research, CPA, GAAP, Accounting, Financial Reporting, Tax Returns, QuickBooks, Financial Statements, Auditing
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Adinistration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
Master of Science (MS), Taxation
Bentley University 2000 — 2002
Bachelor of Science (BS), Accountancy
Grossmont College 1998 — 2000
Associate of Science (AS), Business Administration
Babson College April 2014 - Present
Gray, Gray & Gray December 2006 - April 2014
Edelstein & Company January 2004 - December 2006
Moody, Famiglietti & Andronico, LLP August 2002 - April 2003
JPMorgan Chase January 2001 - August 2002
Skills
Corporate Tax, Tax Preparation, Tax, Income Tax, Tax Accounting, Partnership Taxation, Tax Research, CPA, GAAP, Accounting, Financial Reporting, Tax Returns, QuickBooks, Financial Statements, Auditing
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Adinistration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
Master of Science (MS), Taxation
Bentley University 2000 — 2002
Bachelor of Science (BS), Accountancy
Grossmont College 1998 — 2000
Associate of Science (AS), Business Administration
Gino Borgonzi's Edelstein & Company Experience August 2000 - Present
Job NonProfit Tax Manager at Edelstein & Company
Industry Accounting
Experience
Edelstein & Company August 2000 - Present
Skills
Accounting, Corporate Tax, Microsoft Excel, Financial Statements, Tax, Tax Preparation, QuickBooks, Microsoft Word, Microsoft Office, Financial Reporting, CPA, Budgets
Education
Merrimack College 1996 — 2000
Bachelor, Accounting & Finance
Everett High School
Edelstein & Company August 2000 - Present
Skills
Accounting, Corporate Tax, Microsoft Excel, Financial Statements, Tax, Tax Preparation, QuickBooks, Microsoft Word, Microsoft Office, Financial Reporting, CPA, Budgets
Education
Merrimack College 1996 — 2000
Bachelor, Accounting & Finance
Everett High School
Anna Goldman, CIA, CISA's Edelstein & Company Experience August 2005 - May 2007
Job Manager, Audit Services at Manulife Financial / John Hancock
Industry Financial Services
Experience
Manulife Financial December 2014 - Present
American Tower March 2012 - December 2014
Brown Brothers Harriman May 2007 - March 2012
Edelstein & Company August 2005 - May 2007
Skills
Internal Audit, Internal Controls, Auditing, Financial Analysis, Sarbanes-Oxley, Accounting, US GAAP, Project Management, Financial Risk, Business Process..., Financial Accounting, Risk Assessment, Quality Assurance, Research, Training, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA
Vilniaus Universitetas / Vilnius University 2000 — 2004
Bachelor's degree
Manulife Financial December 2014 - Present
American Tower March 2012 - December 2014
Brown Brothers Harriman May 2007 - March 2012
Edelstein & Company August 2005 - May 2007
Skills
Internal Audit, Internal Controls, Auditing, Financial Analysis, Sarbanes-Oxley, Accounting, US GAAP, Project Management, Financial Risk, Business Process..., Financial Accounting, Risk Assessment, Quality Assurance, Research, Training, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA
Vilniaus Universitetas / Vilnius University 2000 — 2004
Bachelor's degree
Kyle Shukie, CPA, MST's Edelstein & Company Experience 2008 - Present
Job Manager Edelstein & Company, LLP
Industry Accounting
Experience
Edelstein & Company 2008 - Present
Skills
Tax Preparation, CPA, Accounting, Corporate Tax, Income Tax, GAAP, ProSystem fx Tax, Tax Returns, Tax Research, Financial Statements, Tax, QuickBooks, General Ledger, Forensic Accounting, Partnership Taxation
Education
Suffolk University 2009 — 2010
MS, Taxation
Providence College 2004 — 2008
BS, Accounting
Edelstein & Company 2008 - Present
Skills
Tax Preparation, CPA, Accounting, Corporate Tax, Income Tax, GAAP, ProSystem fx Tax, Tax Returns, Tax Research, Financial Statements, Tax, QuickBooks, General Ledger, Forensic Accounting, Partnership Taxation
Education
Suffolk University 2009 — 2010
MS, Taxation
Providence College 2004 — 2008
BS, Accounting
Marlin Fernandez, CPA's Edelstein & Company Experience January 2004 - August 2015
Job Manager at Edelstein & Company
Industry Accounting
Experience
Millares & Company, P.A. August 2015 - Present
Edelstein & Company January 2004 - August 2015
Carlin, Charron & Rosen 2001 - 2003
Skills
Tax Preparation, QuickBooks, Corporate Tax, Tax, Accounting, CPA, General Ledger, Budgets, Bookkeeping, Payroll, Cash Flow, Tax Returns, Accounts Payable, ProSystem fx Tax, Small Business, Partnership Taxation
Education
University of Massachusetts Boston 1999 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Fisher College 1998 — 1999
Associate's degree, Business Administration and Management, General
University of Puerto Rico-Rio Piedras 1996 — 1998
Colegio Nuestra Señora del Pilar
Millares & Company, P.A. August 2015 - Present
Edelstein & Company January 2004 - August 2015
Carlin, Charron & Rosen 2001 - 2003
Skills
Tax Preparation, QuickBooks, Corporate Tax, Tax, Accounting, CPA, General Ledger, Budgets, Bookkeeping, Payroll, Cash Flow, Tax Returns, Accounts Payable, ProSystem fx Tax, Small Business, Partnership Taxation
Education
University of Massachusetts Boston 1999 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Fisher College 1998 — 1999
Associate's degree, Business Administration and Management, General
University of Puerto Rico-Rio Piedras 1996 — 1998
Colegio Nuestra Señora del Pilar