Edelstein & Company LLP
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Edelstein & Company LLP Employees
Employee
Years
Job
Industry
Mikhail Greene Mikhail Greene's Edelstein & Company LLP Experience January 2014 - Present
Job Tax/Audit Intern at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP January 2014 - Present
Brigham and Women's Hospital September 2013 - January 2014
Massachusetts General Hospital February 2013 - January 2014
Pauly's Pockets, LLC August 2011 - December 2012
The Bedford Village Inn August 2008 - August 2009
Skills
Accounts Payable, Accounting, QuickBooks, Payroll, Invoicing, ProSystem fx Tax, CCH ProSystem fx, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Customer Service, Office Administration, General Ledger, Financial Statements
Education
Northeastern University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of New Hampshire 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Edelstein & Company LLP January 2014 - Present
Brigham and Women's Hospital September 2013 - January 2014
Massachusetts General Hospital February 2013 - January 2014
Pauly's Pockets, LLC August 2011 - December 2012
The Bedford Village Inn August 2008 - August 2009
Skills
Accounts Payable, Accounting, QuickBooks, Payroll, Invoicing, ProSystem fx Tax, CCH ProSystem fx, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Customer Service, Office Administration, General Ledger, Financial Statements
Education
Northeastern University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of New Hampshire 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Samantha Shechtman Samantha Shechtman's Edelstein & Company LLP Experience October 2012 - August 2013
Job Jr. Communications Associate at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management February 2014 - Present
Brandywine Global Investment Management August 2013 - January 2014
Edelstein & Company LLP October 2012 - August 2013
Romney for President September 2012 - November 2012
Community Health Systems February 2012 - September 2012
Adworks Corp. June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Social Media, Advertising, Copywriting, Microsoft Office, Research, Nonprofits, Microsoft Word, PowerPoint, Event Planning, Event Management
Education
University of Miami 2007 — 2011
Bachelor of Science (BS), Advertising and Sociology
IES Barcelona 2010 — 2010
Cheltenham High School
Brandywine Global Investment Management February 2014 - Present
Brandywine Global Investment Management August 2013 - January 2014
Edelstein & Company LLP October 2012 - August 2013
Romney for President September 2012 - November 2012
Community Health Systems February 2012 - September 2012
Adworks Corp. June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Social Media, Advertising, Copywriting, Microsoft Office, Research, Nonprofits, Microsoft Word, PowerPoint, Event Planning, Event Management
Education
University of Miami 2007 — 2011
Bachelor of Science (BS), Advertising and Sociology
IES Barcelona 2010 — 2010
Cheltenham High School
Elizabeth Rubino's Edelstein & Company LLP Experience September 2012 - Present
Job Senior Associate at Edelstein & Company
Industry Accounting
Experience
Edelstein & Company, LLP September 2012 - Present
Twin Brooks September 2006 - September 2012
Coastal Finance September 2010 - April 2012
Harbor One Bank January 2010 - April 2010
Skills
Excel, Quickbooks, Bloomberg Terminal, Word, InDesign, Microsoft Excel, Accounting System, QuickBooks, Microsoft Word
Education
Stonehill College 2008 — 2012
BSBA, Accounting
Barnstable High School 2004 — 2008
Graduate
Edelstein & Company, LLP September 2012 - Present
Twin Brooks September 2006 - September 2012
Coastal Finance September 2010 - April 2012
Harbor One Bank January 2010 - April 2010
Skills
Excel, Quickbooks, Bloomberg Terminal, Word, InDesign, Microsoft Excel, Accounting System, QuickBooks, Microsoft Word
Education
Stonehill College 2008 — 2012
BSBA, Accounting
Barnstable High School 2004 — 2008
Graduate
William Crory William Crory's Edelstein & Company LLP Experience September 2012 - Present
Job Senior Associate at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company, LLP September 2012 - Present
Nichols College September 2009 - May 2012
J.P. Crory Excavation May 2010 - August 2011
Hannaford Bros. Co. September 2007 - January 2010
Skills
Excel, PowerPoint, Word, Access, QuickBooks, ProSystem fx, Microsoft Excel, Financial Analysis, Auditing
Education
Nichols College 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Business/Management, Graduated
Edelstein & Company, LLP September 2012 - Present
Nichols College September 2009 - May 2012
J.P. Crory Excavation May 2010 - August 2011
Hannaford Bros. Co. September 2007 - January 2010
Skills
Excel, PowerPoint, Word, Access, QuickBooks, ProSystem fx, Microsoft Excel, Financial Analysis, Auditing
Education
Nichols College 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Business/Management, Graduated
Anthony Capobianco Anthony Capobianco's Edelstein & Company LLP Experience September 2014 - Present
Job Associate at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP September 2014 - Present
Cafe Paradiso October 2012 - Present
Merrimack College September 2012 - April 2014
Skills
Bloomberg Terminal, QuickBooks, ProSeries, Microsoft Office, Microsoft Excel
Education
Merrimack College 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Edelstein & Company LLP September 2014 - Present
Cafe Paradiso October 2012 - Present
Merrimack College September 2012 - April 2014
Skills
Bloomberg Terminal, QuickBooks, ProSeries, Microsoft Office, Microsoft Excel
Education
Merrimack College 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Kathryn Sullivan, CPA's Edelstein & Company LLP Experience January 2012 - November 2014
Job Senior Tax Associate at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP December 2014 - Present
Edelstein & Company, LLP January 2012 - November 2014
The Sports Club/LA July 2011 - November 2014
Millennium Partners Sports Club Management, LLC September 2011 - December 2011
NeoSystems Corp May 2010 - August 2010
Focus Technology Consulting May 2009 - August 2009
Skills
Financial Planning and..., Teamwork, Team Leadership, Time Management, Program Implementation, Excel, Great Plains Software, Quickbooks, Microsoft Office, Deltek, ProSystem fx Tax, CCH ProSystem fx, Auditing, Microsoft Excel, QuickBooks, Financial Analysis, Accounting, Accounts Payable
Education
Northeastern University 2011 — 2011
Masters, Accounting
Providence College 2007 — 2011
BS, Accounting
Moss Adams LLP December 2014 - Present
Edelstein & Company, LLP January 2012 - November 2014
The Sports Club/LA July 2011 - November 2014
Millennium Partners Sports Club Management, LLC September 2011 - December 2011
NeoSystems Corp May 2010 - August 2010
Focus Technology Consulting May 2009 - August 2009
Skills
Financial Planning and..., Teamwork, Team Leadership, Time Management, Program Implementation, Excel, Great Plains Software, Quickbooks, Microsoft Office, Deltek, ProSystem fx Tax, CCH ProSystem fx, Auditing, Microsoft Excel, QuickBooks, Financial Analysis, Accounting, Accounts Payable
Education
Northeastern University 2011 — 2011
Masters, Accounting
Providence College 2007 — 2011
BS, Accounting
Darren Aizanman's Edelstein & Company LLP Experience January 2008 - April 2012
Job Accountant at Lopez, Chaff & Wiesman Associates
Industry Accounting
Experience
Lopez, Chaff & Wiesman Associates, Inc August 2014 - Present
Darmel Realty, LLC July 2004 - Present
Kevin P. Martin & Associates PC November 2012 - June 2014
LitmanGerson Associates,LLP January 2012 - April 2012
Edelstein & Company, LLP January 2008 - April 2012
Pitney Bowes/Imagistics 1997 - 2004
Domino's Pizza Of canada 1994 - 1997
Skills
Customer Satisfaction, QuickBooks, Entrepreneurship, Accounting, Financial Statements, Income Tax, Performance Management, Auditing, Tax, Leadership, Tax Returns, Management, Financial Reporting, Sales, Tax Preparation, Corporate Tax, Sales Management, Financial Analysis, Real Estate
Education
Arizona State University 1992 — 1994
Operations Management
DeVry University 1992 — 1994
University of Calgary 1988 — 1992
BSc, Physical education
Lopez, Chaff & Wiesman Associates, Inc August 2014 - Present
Darmel Realty, LLC July 2004 - Present
Kevin P. Martin & Associates PC November 2012 - June 2014
LitmanGerson Associates,LLP January 2012 - April 2012
Edelstein & Company, LLP January 2008 - April 2012
Pitney Bowes/Imagistics 1997 - 2004
Domino's Pizza Of canada 1994 - 1997
Skills
Customer Satisfaction, QuickBooks, Entrepreneurship, Accounting, Financial Statements, Income Tax, Performance Management, Auditing, Tax, Leadership, Tax Returns, Management, Financial Reporting, Sales, Tax Preparation, Corporate Tax, Sales Management, Financial Analysis, Real Estate
Education
Arizona State University 1992 — 1994
Operations Management
DeVry University 1992 — 1994
University of Calgary 1988 — 1992
BSc, Physical education
Sarah Strang Sarah Strang's Edelstein & Company LLP Experience January 2012 - Present
Job AutoCAD Drafter at Niemitz Design Group
Industry Design
Experience
Niemitz Design Group June 2013 - Present
Edelstein & Company, LLP January 2012 - Present
Daher Interior Design November 2012 - November 2012
Temporary Positions via PSG and Hollister, Inc. September 2011 - December 2011
Gapway Groves June 2006 - August 2011
6/10 Commercial June 2009 - August 2009
Swilley Curtis Mundy Hunnicutt Architects June 2009 - June 2009
Max Strang Architecture July 2005 - July 2005
Skills
AutoCAD, SketchUp, InDesign, Research, Sustainability, Revit, Conceptual Design, Brand Awareness, Theme Development, Commercial Design, Residential Design, Adobe Photoshop, PowerPoint
Education
Boston Architectural College 2012 — 2015
Master of Interior Architecture
Lafayette College 2007 — 2011
Bachelor of Arts (B.A.), French Language and Literature, Art
Barcelona Liberal Arts and Business Program 2010 — 2010
Choate Rosemary Hall 2005 — 2007
Niemitz Design Group June 2013 - Present
Edelstein & Company, LLP January 2012 - Present
Daher Interior Design November 2012 - November 2012
Temporary Positions via PSG and Hollister, Inc. September 2011 - December 2011
Gapway Groves June 2006 - August 2011
6/10 Commercial June 2009 - August 2009
Swilley Curtis Mundy Hunnicutt Architects June 2009 - June 2009
Max Strang Architecture July 2005 - July 2005
Skills
AutoCAD, SketchUp, InDesign, Research, Sustainability, Revit, Conceptual Design, Brand Awareness, Theme Development, Commercial Design, Residential Design, Adobe Photoshop, PowerPoint
Education
Boston Architectural College 2012 — 2015
Master of Interior Architecture
Lafayette College 2007 — 2011
Bachelor of Arts (B.A.), French Language and Literature, Art
Barcelona Liberal Arts and Business Program 2010 — 2010
Choate Rosemary Hall 2005 — 2007
Robert DiBari, CPA Robert DiBari, CPA's Edelstein & Company LLP Experience June 2012 - Present
Job Supervisor at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP June 2012 - Present
Hailey, It Happens January 2009 - Present
Skills
Accounting, Tax Accounting, CPA, QuickBooks, GAAP, Financial Analysis, Microsoft Office, Tax Preparation, Microsoft Excel, Corporate Tax, Financial Reporting, Income Tax, Financial Statements, Financial Accounting
Education
University of Massachusetts, Amherst 2005 — 2011
Bachelor of Science (BS), Economics
Edelstein & Company LLP June 2012 - Present
Hailey, It Happens January 2009 - Present
Skills
Accounting, Tax Accounting, CPA, QuickBooks, GAAP, Financial Analysis, Microsoft Office, Tax Preparation, Microsoft Excel, Corporate Tax, Financial Reporting, Income Tax, Financial Statements, Financial Accounting
Education
University of Massachusetts, Amherst 2005 — 2011
Bachelor of Science (BS), Economics
Danielle McDonagh's Edelstein & Company LLP Experience July 2014 - Present
Job Senior Associate at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP July 2014 - Present
Edelstein & Company, LLP June 2012 - June 2014
Baker O'Connor LLC September 2011 - June 2012
Skills
Accounting, QuickBooks, Research, Corporate Tax, Tax Preparation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Taxation
Bentley University 2006 — 2010
Bachelor of Science, Accountancy, CIS Minor
Edelstein & Company LLP July 2014 - Present
Edelstein & Company, LLP June 2012 - June 2014
Baker O'Connor LLC September 2011 - June 2012
Skills
Accounting, QuickBooks, Research, Corporate Tax, Tax Preparation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Taxation
Bentley University 2006 — 2010
Bachelor of Science, Accountancy, CIS Minor
Leanne Cote's Edelstein & Company LLP Experience June 2012 - August 2012
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2014 - Present
Grant Thornton LLP June 2013 - August 2013
United Cerebral Palsy of MetroBoston June 2010 - June 2013
Edelstein & Company, LLP June 2012 - August 2012
Skills
QuickBooks, Microsoft Office, ProSystem fx Tax, ProSystem fx Engagement, Financial Accounting, Accounting, Microsoft Excel, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master of Science (M.S.), Accounting
Bentley University 2009 — 2013
Bachelor of Science, Corporate Finance and Accounting
Grant Thornton LLP October 2014 - Present
Grant Thornton LLP June 2013 - August 2013
United Cerebral Palsy of MetroBoston June 2010 - June 2013
Edelstein & Company, LLP June 2012 - August 2012
Skills
QuickBooks, Microsoft Office, ProSystem fx Tax, ProSystem fx Engagement, Financial Accounting, Accounting, Microsoft Excel, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master of Science (M.S.), Accounting
Bentley University 2009 — 2013
Bachelor of Science, Corporate Finance and Accounting
Man Ying (Sara) Wu's Edelstein & Company LLP Experience July 2014 - Present
Job Tax Supervisor at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP July 2014 - Present
PricewaterhouseCoopers LLP October 2009 - Present
Skills
Accounting, Tax, Financial Accounting, International Tax, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, CPA
Education
Babson College 2005 — 2009
BS, MSA, Accounting and Entrepreneurship
Edelstein & Company LLP July 2014 - Present
PricewaterhouseCoopers LLP October 2009 - Present
Skills
Accounting, Tax, Financial Accounting, International Tax, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, CPA
Education
Babson College 2005 — 2009
BS, MSA, Accounting and Entrepreneurship
Wendy Nobrega, CPA Wendy Nobrega, CPA's Edelstein & Company LLP Experience July 2014 - Present
Job Supervisor at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP July 2014 - Present
Edelstein & Company, LLP September 2012 - July 2014
McGladrey 2010 - 2012
Caturano and Company June 2009 - August 2009
Skills
Assurance, CPA, GAAP, Auditing, Financial Statements, Internal Controls, Revenue Recognition, QuickBooks, Financial Analysis
Education
College of the Holy Cross 2006 — 2010
Economics- Accounting, Anthropology
Edelstein & Company LLP July 2014 - Present
Edelstein & Company, LLP September 2012 - July 2014
McGladrey 2010 - 2012
Caturano and Company June 2009 - August 2009
Skills
Assurance, CPA, GAAP, Auditing, Financial Statements, Internal Controls, Revenue Recognition, QuickBooks, Financial Analysis
Education
College of the Holy Cross 2006 — 2010
Economics- Accounting, Anthropology
Allen Iem Allen Iem's Edelstein & Company LLP Experience June 2015 - August 2015
Job Veterans Service Representative
Industry Education Management
Experience
University of Massachusetts Lowell August 2015 - Present
Edelstein & Company LLP June 2015 - August 2015
Madison Security Group, Inc. July 2012 - May 2015
Securitas Security Services USA, Inc. January 2015 - April 2015
United States Marine Corps July 2007 - July 2012
United States Marine Corps July 2007 - July 2012
Skills
Electronics Repair, Maintenance Management, Military Experience, Weapons, Force Protection, Military Operations, Military, Security Clearance, DoD, Servers, Operational Planning, Military Training, Military Logistics, Tactics, Intelligence Analysis, Command, Afghanistan, National Security, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Customer Service, Management, Security, Physical Security, Security Operations, Training
Education
University of Massachusetts Lowell 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Massachusetts at Lowell 2012 — 2015
Bachelor’s Degree, Major: Accounting and Corporate Finance, Graduate
Lowell High School 2003 — 2007
High school diploma, High School/Secondary Diplomas and Certificates
University of Massachusetts Lowell August 2015 - Present
Edelstein & Company LLP June 2015 - August 2015
Madison Security Group, Inc. July 2012 - May 2015
Securitas Security Services USA, Inc. January 2015 - April 2015
United States Marine Corps July 2007 - July 2012
United States Marine Corps July 2007 - July 2012
Skills
Electronics Repair, Maintenance Management, Military Experience, Weapons, Force Protection, Military Operations, Military, Security Clearance, DoD, Servers, Operational Planning, Military Training, Military Logistics, Tactics, Intelligence Analysis, Command, Afghanistan, National Security, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Customer Service, Management, Security, Physical Security, Security Operations, Training
Education
University of Massachusetts Lowell 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Massachusetts at Lowell 2012 — 2015
Bachelor’s Degree, Major: Accounting and Corporate Finance, Graduate
Lowell High School 2003 — 2007
High school diploma, High School/Secondary Diplomas and Certificates
Leanne Goodwin Leanne Goodwin's Edelstein & Company LLP Experience September 2014 - Present
Job Associate at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP September 2014 - Present
Boats & Motors June 2007 - July 2014
Skills
QuickBooks, Sales, Inventory Management, Customer Service, Cashiering, Databases, Cleaning, Tax Preparation
Education
Merrimack College 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Bryant University 2010 — 2010
Edelstein & Company LLP September 2014 - Present
Boats & Motors June 2007 - July 2014
Skills
QuickBooks, Sales, Inventory Management, Customer Service, Cashiering, Databases, Cleaning, Tax Preparation
Education
Merrimack College 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Bryant University 2010 — 2010
Alejandra Buenrostro Alejandra Buenrostro's Edelstein & Company LLP Experience January 2014 - Present
Job Associate at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP January 2014 - Present
East Boston Neighborhood Health Center July 2009 - January 2014
East Boston Neighborhood Health Center January 2009 - July 2009
East Boston Neighborhood Health Center July 2007 - January 2009
East Boston Neighborhood Health Center January 2007 - July 2007
East Boston Neighborhood Health Center January 2006 - January 2007
Skills
Healthcare, Microsoft Office, Epic Systems, PeopleSoft, Access, Microsoft Excel, Project Management, Accounting, PowerPoint, Outlook, Bloomberg, Customer Service, Finance, CRM, Salesforce.com, Teamwork
Education
UMass Boston 2009 — 2013
Bachelor of Science in Management, Accounting and Finance
Edelstein & Company LLP January 2014 - Present
East Boston Neighborhood Health Center July 2009 - January 2014
East Boston Neighborhood Health Center January 2009 - July 2009
East Boston Neighborhood Health Center July 2007 - January 2009
East Boston Neighborhood Health Center January 2007 - July 2007
East Boston Neighborhood Health Center January 2006 - January 2007
Skills
Healthcare, Microsoft Office, Epic Systems, PeopleSoft, Access, Microsoft Excel, Project Management, Accounting, PowerPoint, Outlook, Bloomberg, Customer Service, Finance, CRM, Salesforce.com, Teamwork
Education
UMass Boston 2009 — 2013
Bachelor of Science in Management, Accounting and Finance
Danielle McLean Dole Danielle McLean Dole's Edelstein & Company LLP Experience 2011 - 2012
Job Product Marketing Associate at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2013 - Present
Sun Life Financial 2012 - 2013
Edelstein & Company, LLP 2011 - 2012
Sun Life Financial 2009 - 2011
John Hancock Financial Services 2007 - 2009
Skills
Series 6, Sales, Marketing, Life Insurance, Insurance, Customer Service, Management, Mutual Funds, Marketing Strategy, Series 63, Health Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Internet, Investments, Office Administration, Appointment Scheduling, Presentations, Lotus Notes, Webinars, Adobe Connect, Training, Creative Writing, Technical Writing, Editing, Compliance, Product Marketing, Product Development
Education
Fairfield University 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
National University of Ireland, Galway 2006 — 2006
Irish Literature and Writers
Ursuline Academy 1997 — 2003
Diploma
Sun Life Financial 2013 - Present
Sun Life Financial 2012 - 2013
Edelstein & Company, LLP 2011 - 2012
Sun Life Financial 2009 - 2011
John Hancock Financial Services 2007 - 2009
Skills
Series 6, Sales, Marketing, Life Insurance, Insurance, Customer Service, Management, Mutual Funds, Marketing Strategy, Series 63, Health Insurance, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Internet, Investments, Office Administration, Appointment Scheduling, Presentations, Lotus Notes, Webinars, Adobe Connect, Training, Creative Writing, Technical Writing, Editing, Compliance, Product Marketing, Product Development
Education
Fairfield University 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
National University of Ireland, Galway 2006 — 2006
Irish Literature and Writers
Ursuline Academy 1997 — 2003
Diploma
Ashley Gookin Ashley Gookin's Edelstein & Company LLP Experience January 2012 - Present
Job Human Resources Assistant at Edelstein & Company, LLP
Industry Accounting
Experience
Edelstein & Company LLP January 2012 - Present
Marblehead Pediatrics July 2002 - January 2012
Skills
Microsoft Word, Microsoft Excel, Medical Billing, Client Liaison, Customer Service, Blogging, Outlook, Practice CS, ProSystem fx Tax, Campaign Monitor, Journalism, Bookkeeping, Accounts Payable
Education
Salem State College 2003 — 2008
Bachelor's degree, Public Relations/Image Management
Salem State University 2003 — 2008
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Edelstein & Company LLP January 2012 - Present
Marblehead Pediatrics July 2002 - January 2012
Skills
Microsoft Word, Microsoft Excel, Medical Billing, Client Liaison, Customer Service, Blogging, Outlook, Practice CS, ProSystem fx Tax, Campaign Monitor, Journalism, Bookkeeping, Accounts Payable
Education
Salem State College 2003 — 2008
Bachelor's degree, Public Relations/Image Management
Salem State University 2003 — 2008
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Ryan Lichwell Ryan Lichwell's Edelstein & Company LLP Experience September 2004 - September 2013
Job Asst. Treasurer at Seaman Paper Company
Industry Accounting
Experience
Seaman Paper Company October 2013 - Present
Edelstein & Company, LLP September 2004 - September 2013
Skills
Mergers & Acquisitions, Accounting, Strategic Financial..., Business Valuation, Finance, Tax Preparation, Private Equity, Financial Statements, Real Estate, Employee Benefits, Contract Negotiation, CPA
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MST, Taxation
Suffolk University - Sawyer Business School 2005 — 2007
MBA
Bentley University 2000 — 2004
B.S., Accounting
Seaman Paper Company October 2013 - Present
Edelstein & Company, LLP September 2004 - September 2013
Skills
Mergers & Acquisitions, Accounting, Strategic Financial..., Business Valuation, Finance, Tax Preparation, Private Equity, Financial Statements, Real Estate, Employee Benefits, Contract Negotiation, CPA
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
MST, Taxation
Suffolk University - Sawyer Business School 2005 — 2007
MBA
Bentley University 2000 — 2004
B.S., Accounting
Jeff Walch Jeff Walch's Edelstein & Company LLP Experience September 2012 - Present
Job Senior Associate at Edelstein & Company, LLP
Industry Accounting
Experience
Edelstein & Company, LLP September 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2009 - August 2012
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis
Education
Merrimack College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Lincoln-Sudbury
Edelstein & Company, LLP September 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2009 - August 2012
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis
Education
Merrimack College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Lincoln-Sudbury
Kevin Loiselle Kevin Loiselle's Edelstein & Company LLP Experience September 2015 - Present
Job Associate
Industry Accounting
Experience
Edelstein & Company LLP September 2015 - Present
Barclays Investment Bank July 2013 - August 2014
Barclays Capital May 2012 - August 2012
Unicorp National Developments May 2011 - January 2012
Skills
Accounting, Microsoft Excel, Bloomberg, Financial Reporting, Visual Basic, Java, Oracle SQL, Outlook, Due Diligence, SQL, VBA, Access, Windows, Social Media, Data Analysis
Education
Suffolk University - Sawyer Business School 2014 — 2015
Master's Degree, Taxation
Boston College - Carroll School of Management 2010 — 2013
Bachelor of Science (B.S.), Accounting, Information Systems
Edelstein & Company LLP September 2015 - Present
Barclays Investment Bank July 2013 - August 2014
Barclays Capital May 2012 - August 2012
Unicorp National Developments May 2011 - January 2012
Skills
Accounting, Microsoft Excel, Bloomberg, Financial Reporting, Visual Basic, Java, Oracle SQL, Outlook, Due Diligence, SQL, VBA, Access, Windows, Social Media, Data Analysis
Education
Suffolk University - Sawyer Business School 2014 — 2015
Master's Degree, Taxation
Boston College - Carroll School of Management 2010 — 2013
Bachelor of Science (B.S.), Accounting, Information Systems
Kendra Kennedy, CPA, CVA's Edelstein & Company LLP Experience June 2012 - Present
Job Senior Associate at Edelstein & Company, LLP
Industry Accounting
Experience
Edelstein & Company, LLP June 2012 - Present
State of Oregon February 2010 - June 2010
House of Harley-Davidson May 2007 - December 2009
Skills
Auditing, Accounting, Data Analysis, Financial Analysis, Financial Reporting, Internal Controls, Microsoft Excel, Financial Modeling, French, CPA, Finance, GAAP, Analysis, QuickBooks, Tax
Education
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 2010 — 2011
MS in Management, Focus in Auditing and Accounting
Willamette University - Atkinson Graduate School of Management 2009 — 2011
MBA, Focus in Accounting
University of Washington 2010 — 2010
Certificate in Accounting, Accounting
Willamette University 2007 — 2009
Bachelor of Arts, Economics
Edelstein & Company, LLP June 2012 - Present
State of Oregon February 2010 - June 2010
House of Harley-Davidson May 2007 - December 2009
Skills
Auditing, Accounting, Data Analysis, Financial Analysis, Financial Reporting, Internal Controls, Microsoft Excel, Financial Modeling, French, CPA, Finance, GAAP, Analysis, QuickBooks, Tax
Education
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 2010 — 2011
MS in Management, Focus in Auditing and Accounting
Willamette University - Atkinson Graduate School of Management 2009 — 2011
MBA, Focus in Accounting
University of Washington 2010 — 2010
Certificate in Accounting, Accounting
Willamette University 2007 — 2009
Bachelor of Arts, Economics
Marc Bello, CPA/ABV, CVA, CFFA, MST Marc Bello, CPA/ABV, CVA, CFFA, MST's Edelstein & Company LLP Experience October 2002 - Present
Job Business Valuations Partner
Industry Accounting
Experience
Edelstein & Company LLP October 2002 - Present
Instructor/Presentor Various Conferences 2007 - Present
Rhodia ChiRex May 2001 - October 2002
Ambrosi Donahue Congdon & Co., P.C. 1998 - May 2001
Grant Thornton 1994 - 1998
Skills
Forensic Accounting, Business Valuation, Lost Profits, business Damages, Expert Witness, Tax, Profit, CPA, Business, Valuation, Litigation, Mergers & Acquisitions, Trusts, Tax Preparation, Finance, Litigation Support, Cash Flow, Financial Analysis, Income Tax, Corporate Tax, Tax Returns, Due Diligence, US GAAP, GAAP, Financial Statements, Auditing, Internal Controls, QuickBooks, Shareholder, Accounting, Tax Accounting, Financial Reporting, Small Business, Financial Accounting, General Ledger, Tax Advisory, High Net Worth..., Intangible Assets
Education
Bentley University
Master of Science, Taxation
Ithaca College
Bachelor of Science, Accounting
Edelstein & Company LLP October 2002 - Present
Instructor/Presentor Various Conferences 2007 - Present
Rhodia ChiRex May 2001 - October 2002
Ambrosi Donahue Congdon & Co., P.C. 1998 - May 2001
Grant Thornton 1994 - 1998
Skills
Forensic Accounting, Business Valuation, Lost Profits, business Damages, Expert Witness, Tax, Profit, CPA, Business, Valuation, Litigation, Mergers & Acquisitions, Trusts, Tax Preparation, Finance, Litigation Support, Cash Flow, Financial Analysis, Income Tax, Corporate Tax, Tax Returns, Due Diligence, US GAAP, GAAP, Financial Statements, Auditing, Internal Controls, QuickBooks, Shareholder, Accounting, Tax Accounting, Financial Reporting, Small Business, Financial Accounting, General Ledger, Tax Advisory, High Net Worth..., Intangible Assets
Education
Bentley University
Master of Science, Taxation
Ithaca College
Bachelor of Science, Accounting
Kate Rooney Kate Rooney's Edelstein & Company LLP Experience November 2011 - Present
Job Tax Manager, CPA, MST
Industry Accounting
Experience
Edelstein & Company, LLP November 2011 - Present
Wolf & Company, PC January 2006 - October 2011
Paul McCoy Family Office Services October 2003 - December 2005
Deloitte September 2001 - September 2003
IBM 1998 - 1998
Skills
Individual and Trust..., Estate & Gift Taxation, Tax planning strategies, Accounting, CPA
Education
Northeastern University 1996 — 2001
BSBA, Accounting and Finance
D'Amore-McKim School of Business at Northeastern University
Master of Science in Taxation
Edelstein & Company, LLP November 2011 - Present
Wolf & Company, PC January 2006 - October 2011
Paul McCoy Family Office Services October 2003 - December 2005
Deloitte September 2001 - September 2003
IBM 1998 - 1998
Skills
Individual and Trust..., Estate & Gift Taxation, Tax planning strategies, Accounting, CPA
Education
Northeastern University 1996 — 2001
BSBA, Accounting and Finance
D'Amore-McKim School of Business at Northeastern University
Master of Science in Taxation
Caroline Serieka Caroline Serieka's Edelstein & Company LLP Experience June 2014 - Present
Job Accounting Intern at Edelstein & Company LLP
Industry Financial Services
Experience
Edelstein & Company LLP June 2014 - Present
Century Bank May 2013 - February 2014
Justice April 2009 - April 2013
The Daily Times September 2010 - June 2011
Skills
Accounting, Finance, Social Media, Retail Banking, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Retail, Time Management, Teamwork, Financial Analysis, Management, Access, Sales, Public Speaking, PowerPoint
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2015
Master of Science (MS), Accounting
Providence College 2011 — 2015
Accounting and Finance
Woburn Memorial High School 2007 — 2011
Edelstein & Company LLP June 2014 - Present
Century Bank May 2013 - February 2014
Justice April 2009 - April 2013
The Daily Times September 2010 - June 2011
Skills
Accounting, Finance, Social Media, Retail Banking, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Retail, Time Management, Teamwork, Financial Analysis, Management, Access, Sales, Public Speaking, PowerPoint
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2015
Master of Science (MS), Accounting
Providence College 2011 — 2015
Accounting and Finance
Woburn Memorial High School 2007 — 2011
Jesse J. Gillett Jesse J. Gillett's Edelstein & Company LLP Experience January 2015 - Present
Job
Industry Financial Services
Experience
Edelstein & Company LLP January 2015 - Present
Skills
Accounting Research, Carve-outs, Due Diligence, Financial Analysis, Forensic Accounting, Litigation Support, Purchase Price Disputes, CPA, Accounting, Analysis, Strategic Financial..., Internal Controls, Financial Modeling, Pricing, SEC filings, Variance Analysis, Valuation, Financial Reporting, Business Valuation
Education
University of Rhode Island 2004 — 2008
B.S., Accounting; Finance
BHS
Edelstein & Company LLP January 2015 - Present
Skills
Accounting Research, Carve-outs, Due Diligence, Financial Analysis, Forensic Accounting, Litigation Support, Purchase Price Disputes, CPA, Accounting, Analysis, Strategic Financial..., Internal Controls, Financial Modeling, Pricing, SEC filings, Variance Analysis, Valuation, Financial Reporting, Business Valuation
Education
University of Rhode Island 2004 — 2008
B.S., Accounting; Finance
BHS
Laura Giuffrida Laura Giuffrida's Edelstein & Company LLP Experience September 2014 - Present
Job Associate, Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP September 2014 - Present
Massachusetts IOLTA Committee April 2013 - August 2014
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Peachtree, Practice CS, Checkpoint, Asset Keeper Pro, ProSystem fx Tax, ProSystem fx Engagement
Education
Suffolk University 2010 — 2014
Accounting Major, Management Minor
Glastonbury High School 2006 — 2010
Edelstein & Company LLP September 2014 - Present
Massachusetts IOLTA Committee April 2013 - August 2014
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Peachtree, Practice CS, Checkpoint, Asset Keeper Pro, ProSystem fx Tax, ProSystem fx Engagement
Education
Suffolk University 2010 — 2014
Accounting Major, Management Minor
Glastonbury High School 2006 — 2010
Jessica Bertini Jessica Bertini's Edelstein & Company LLP Experience August 2008 - Present
Job Tax Supervisor at Edelstein & Company, LLP
Industry Accounting
Experience
Edelstein & Company, LLP August 2008 - Present
Skills
Trust Taxation, Personal Income Tax..., Tax, CPA, Corporate Tax, Tax Preparation, ProSystem fx Tax, Income Tax, Tax Research, Tax Accounting, Tax Returns, Partnership Taxation, High Net Worth..., Accounting
Education
Salem State College 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Edelstein & Company, LLP August 2008 - Present
Skills
Trust Taxation, Personal Income Tax..., Tax, CPA, Corporate Tax, Tax Preparation, ProSystem fx Tax, Income Tax, Tax Research, Tax Accounting, Tax Returns, Partnership Taxation, High Net Worth..., Accounting
Education
Salem State College 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Korey McKinney Korey McKinney's Edelstein & Company LLP Experience September 2013 - February 2015
Job Valuation Consultant at CFGI
Industry Financial Services
Experience
CFGI February 2015 - Present
Edelstein & Company LLP September 2013 - February 2015
Wainwright Investment Counsel June 2012 - December 2012
Jeanne D' Arc Credit Union August 2011 - May 2012
Jeanne D' Arc Credit Union April 2011 - May 2012
Skills
Accounting, Financial Analysis, Economics, Financial Modeling, Corporate Finance, Finance, Microsoft Office, Microsoft Excel, Financial Research, LBO, Financial Statement..., Equity Analysis, DCF Valuation, M&A Modeling, Precedent Transactions, Valuation
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science, Business Administration; Accounting and Finance concentration
CFGI February 2015 - Present
Edelstein & Company LLP September 2013 - February 2015
Wainwright Investment Counsel June 2012 - December 2012
Jeanne D' Arc Credit Union August 2011 - May 2012
Jeanne D' Arc Credit Union April 2011 - May 2012
Skills
Accounting, Financial Analysis, Economics, Financial Modeling, Corporate Finance, Finance, Microsoft Office, Microsoft Excel, Financial Research, LBO, Financial Statement..., Equity Analysis, DCF Valuation, M&A Modeling, Precedent Transactions, Valuation
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science, Business Administration; Accounting and Finance concentration
James Mustone James Mustone's Edelstein & Company LLP Experience July 1995 - January 1999
Job Corporate Controller at Altiostar Networks
Industry Computer Networking
Experience
Altiostar Networks November 2012 - Present
NEI January 2007 - December 2012
NEI July 2005 - January 2007
NEI October 2004 - July 2005
Ernst & Young January 1999 - October 2004
Edelstein & Company, LLP July 1995 - January 1999
Skills
SEC filings, Revenue Recognition, Accounting, Mergers, Sarbanes-Oxley Act, GAAP, Financial Analysis, Financial Modeling, Start-ups, Auditing, CPA, Financial Reporting, Finance, Internal Controls, US GAAP, Mergers & Acquisitions, Forecasting, Financial Accounting, Due Diligence, Great Plains Software, General Ledger, Consolidation, Executive Management, Financial Statements, Acquisition Integration, Cost Accounting, Accounts Payable, SEC Filings
Education
UMass Lowell 1991 — 1995
BA, Accounting
North Reading High School
Altiostar Networks November 2012 - Present
NEI January 2007 - December 2012
NEI July 2005 - January 2007
NEI October 2004 - July 2005
Ernst & Young January 1999 - October 2004
Edelstein & Company, LLP July 1995 - January 1999
Skills
SEC filings, Revenue Recognition, Accounting, Mergers, Sarbanes-Oxley Act, GAAP, Financial Analysis, Financial Modeling, Start-ups, Auditing, CPA, Financial Reporting, Finance, Internal Controls, US GAAP, Mergers & Acquisitions, Forecasting, Financial Accounting, Due Diligence, Great Plains Software, General Ledger, Consolidation, Executive Management, Financial Statements, Acquisition Integration, Cost Accounting, Accounts Payable, SEC Filings
Education
UMass Lowell 1991 — 1995
BA, Accounting
North Reading High School
John Fatigati John Fatigati's Edelstein & Company LLP Experience July 2015 - Present
Job Accounting Associate at Edelstein & Company LLP
Industry Higher Education
Experience
Edelstein & Company LLP July 2015 - Present
TheStreet June 2014 - August 2014
Indian Trail Club May 2010 - August 2013
New Milford Swim Club July 2006 - September 2009
Skills
Basic American Sign..., Microsoft Office, Time Management, Volunteering, Leadership, Team Leadership
Education
Providence College 2011 — 2015
B.S, Accountancy, Junior
Don Bosco Preparatory High School 2007 — 2011
Edelstein & Company LLP July 2015 - Present
TheStreet June 2014 - August 2014
Indian Trail Club May 2010 - August 2013
New Milford Swim Club July 2006 - September 2009
Skills
Basic American Sign..., Microsoft Office, Time Management, Volunteering, Leadership, Team Leadership
Education
Providence College 2011 — 2015
B.S, Accountancy, Junior
Don Bosco Preparatory High School 2007 — 2011
Maureen Petersen, CPA's Edelstein & Company LLP Experience November 2003 - June 2006
Job Finance Director at NeighborWorks Southern Mass
Industry Nonprofit Organization Management
Experience
NeighborWorks Southern Mass January 2015 - Present
Tobey Emergency Associates, P.C. June 2006 - Present
Health Leads, Inc. January 2012 - January 2015
St Luke's Emergency Assoc, P.C. June 2006 - November 2011
Edelstein & Company, LLP November 2003 - June 2006
CCR LLP July 2001 - November 2003
Baltimore, Lucas & Co., P.C. May 1990 - July 2001
Skills
Strategic Financial..., QuickBooks, Corporate Tax, Tax Preparation, Cash Flow, Revenue Recognition, Account Reconciliation, Sales & Use Tax, Accounts Payable, Tax Returns, Accounts Receivable, Payroll, Bookkeeping, Accruals, Tax Accounting, Income Tax, Financial Statements, Fixed Assets
Education
Bentley University 1995 — 1999
Masters, Taxation
Babson College 1986 — 1990
Bachelors, Accounting
Brockton High
High school diploma
NeighborWorks Southern Mass January 2015 - Present
Tobey Emergency Associates, P.C. June 2006 - Present
Health Leads, Inc. January 2012 - January 2015
St Luke's Emergency Assoc, P.C. June 2006 - November 2011
Edelstein & Company, LLP November 2003 - June 2006
CCR LLP July 2001 - November 2003
Baltimore, Lucas & Co., P.C. May 1990 - July 2001
Skills
Strategic Financial..., QuickBooks, Corporate Tax, Tax Preparation, Cash Flow, Revenue Recognition, Account Reconciliation, Sales & Use Tax, Accounts Payable, Tax Returns, Accounts Receivable, Payroll, Bookkeeping, Accruals, Tax Accounting, Income Tax, Financial Statements, Fixed Assets
Education
Bentley University 1995 — 1999
Masters, Taxation
Babson College 1986 — 1990
Bachelors, Accounting
Brockton High
High school diploma
Kerry Johnson, CPA's Edelstein & Company LLP Experience September 1993 - Present
Job Partner at Edelstein & Company, LLP
Industry Accounting
Experience
Edelstein & Company, LLP September 1993 - Present
Skills
Tax Preparation, Accounting, Corporate Tax, GAAP, CPA, Income Tax, Tax, Financial Statements, Forensic Accounting, Auditing, Tax Returns, Internal Controls, Financial Reporting, Revenue Recognition, QuickBooks
Education
University of Massachusetts Lowell 1989 — 1993
Edelstein & Company, LLP September 1993 - Present
Skills
Tax Preparation, Accounting, Corporate Tax, GAAP, CPA, Income Tax, Tax, Financial Statements, Forensic Accounting, Auditing, Tax Returns, Internal Controls, Financial Reporting, Revenue Recognition, QuickBooks
Education
University of Massachusetts Lowell 1989 — 1993
Rebecca Sands Rebecca Sands's Edelstein & Company LLP Experience June 2013 - August 2013
Job CMAAS Intern at PwC
Industry Accounting
Experience
University of Miami Office of Undergraduate Admissions August 2011 - Present
PwC June 2014 - August 2014
Edelstein & Company LLP June 2013 - August 2013
The Way, Way Back May 2012 - August 2012
Private Company June 2011 - August 2011
Sandmark Inc. April 2011 - August 2011
Danvers Hardware June 2007 - August 2011
Heritage House Nursing Home February 2009 - September 2009
Skills
Final Cut Express, iMovie, Keynote, Pages, Excel, PowerPoint, Word, Microsoft Excel, Research, Facebook
Education
University of Miami 2011 — 2015
BBA, Accounting, Marketing, Motion Pictures
The American University of Rome 2013 — 2013
Danvers High School 2007 — 2011
University of Miami Office of Undergraduate Admissions August 2011 - Present
PwC June 2014 - August 2014
Edelstein & Company LLP June 2013 - August 2013
The Way, Way Back May 2012 - August 2012
Private Company June 2011 - August 2011
Sandmark Inc. April 2011 - August 2011
Danvers Hardware June 2007 - August 2011
Heritage House Nursing Home February 2009 - September 2009
Skills
Final Cut Express, iMovie, Keynote, Pages, Excel, PowerPoint, Word, Microsoft Excel, Research, Facebook
Education
University of Miami 2011 — 2015
BBA, Accounting, Marketing, Motion Pictures
The American University of Rome 2013 — 2013
Danvers High School 2007 — 2011
Sara Grady, CPA's Edelstein & Company LLP Experience August 2002 - June 2011
Job Manager at Edelstein & Company
Industry Accounting
Experience
Edelstein & Company, LLP August 2002 - June 2011
Skills
Financial Reporting, Financial Analysis, Compensation Modeling, Business Tax Planning, Tax Preparation, Tax
Education
Bentley University 1998 — 2002
BS
Edelstein & Company, LLP August 2002 - June 2011
Skills
Financial Reporting, Financial Analysis, Compensation Modeling, Business Tax Planning, Tax Preparation, Tax
Education
Bentley University 1998 — 2002
BS
Paul Joquin's Edelstein & Company LLP Experience August 2013 - Present
Job Tax Supervisor at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP August 2013 - Present
Marcum LLP February 2012 - May 2013
Staples November 2011 - February 2012
CONCENTRA INC. March 2011 - October 2011
STATE STREET CORPORATION January 2008 - December 2010
KENSINGTON INVESTMENT COMPANY, INC 2006 - 2008
SIMCHES & CO 2002 - 2005
QUIN, RICKARD 1998 - December 2001
MATHIAS, BARNES 1993 - 1998
Skills
Tax, Corporate Tax, Accounting, Income Tax, Auditing, Tax Research, International Tax, Account Reconciliation, Financial Statements, Tax Returns, Consolidation, Journal Entries, S Corporations, Financial Planners, High Net Worth..., Management Consulting
Education
University of Massachusetts Boston 1986 — 1991
B.S, Accounting
Edelstein & Company LLP August 2013 - Present
Marcum LLP February 2012 - May 2013
Staples November 2011 - February 2012
CONCENTRA INC. March 2011 - October 2011
STATE STREET CORPORATION January 2008 - December 2010
KENSINGTON INVESTMENT COMPANY, INC 2006 - 2008
SIMCHES & CO 2002 - 2005
QUIN, RICKARD 1998 - December 2001
MATHIAS, BARNES 1993 - 1998
Skills
Tax, Corporate Tax, Accounting, Income Tax, Auditing, Tax Research, International Tax, Account Reconciliation, Financial Statements, Tax Returns, Consolidation, Journal Entries, S Corporations, Financial Planners, High Net Worth..., Management Consulting
Education
University of Massachusetts Boston 1986 — 1991
B.S, Accounting
Keith LeBlanc, CPA's Edelstein & Company LLP Experience December 2013 - Present
Job Manager at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP December 2013 - Present
Novogradac & Company LLP October 2009 - December 2013
RSM McGladrey November 2005 - October 2009
First Winthrop Corp 2001 - 2005
Ernst & Young 2000 - 2001
Reznick Group 1998 - 2000
reznick 1998 - 2000
Skills
Tax, Accounting, Auditing, GAAP, CPA, Financial Analysis, Financial Reporting, Due Diligence, Partnership Taxation, Corporate Tax, Internal Controls, US GAAP, Real Estate, Income Tax, Financial Modeling, Tax Preparation, Tax Accounting, General Ledger, Tax Returns, Tax Research, Financial Accounting, Financial Statements, SEC filings, QuickBooks
Education
Bentley University 1994 — 1998
BS, Accountacy
St. John's Prep 1990 — 1994
degree, liberal arts
Edelstein & Company LLP December 2013 - Present
Novogradac & Company LLP October 2009 - December 2013
RSM McGladrey November 2005 - October 2009
First Winthrop Corp 2001 - 2005
Ernst & Young 2000 - 2001
Reznick Group 1998 - 2000
reznick 1998 - 2000
Skills
Tax, Accounting, Auditing, GAAP, CPA, Financial Analysis, Financial Reporting, Due Diligence, Partnership Taxation, Corporate Tax, Internal Controls, US GAAP, Real Estate, Income Tax, Financial Modeling, Tax Preparation, Tax Accounting, General Ledger, Tax Returns, Tax Research, Financial Accounting, Financial Statements, SEC filings, QuickBooks
Education
Bentley University 1994 — 1998
BS, Accountacy
St. John's Prep 1990 — 1994
degree, liberal arts
Julie Chan, CPA's Edelstein & Company LLP Experience November 2014 - Present
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
Kim Brosnan, PHR, SHRM-CP's Edelstein & Company LLP Experience 2007 - 2012
Job 2nd Vice President, Human Resources at Boston Mutual Life Insurance Company
Industry Insurance
Experience
Boston Mutual Life Insurance Company January 2013 - Present
Steward Health Care 2012 - January 2013
Edelstein & Company LLP 2007 - 2012
PricewaterhouseCoopers 1996 - 2007
Education
Simmons College
B.A., Sociology
Boston Mutual Life Insurance Company January 2013 - Present
Steward Health Care 2012 - January 2013
Edelstein & Company LLP 2007 - 2012
PricewaterhouseCoopers 1996 - 2007
Education
Simmons College
B.A., Sociology
Elizabeth Goss, EA's Edelstein & Company LLP Experience August 2015 - Present
Job Tax Supervisor at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP August 2015 - Present
Tonneson + Co December 2012 - October 2014
Pilleri Romano, PC January 2011 - October 2012
Rucci, Bardaro & Barrett, PC September 2008 - April 2010
Stevens & Ciccone Associates, PC January 2005 - June 2008
David Asadoorian, CPA 2001 - 2005
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, Tax Preparation, Tax Research, Financial Statements, Auditing, Financial Accounting, Income Tax, General Ledger, QuickBooks, Payroll, Revenue Recognition, Bookkeeping, Fixed Assets, Tax Returns, Forensic Accounting, Financial Analysis, IRS Enrolled Agent
Education
Bentley University 2000 — 2004
Accounting
Edelstein & Company LLP August 2015 - Present
Tonneson + Co December 2012 - October 2014
Pilleri Romano, PC January 2011 - October 2012
Rucci, Bardaro & Barrett, PC September 2008 - April 2010
Stevens & Ciccone Associates, PC January 2005 - June 2008
David Asadoorian, CPA 2001 - 2005
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, Tax Preparation, Tax Research, Financial Statements, Auditing, Financial Accounting, Income Tax, General Ledger, QuickBooks, Payroll, Revenue Recognition, Bookkeeping, Fixed Assets, Tax Returns, Forensic Accounting, Financial Analysis, IRS Enrolled Agent
Education
Bentley University 2000 — 2004
Accounting
Anna Korsiak's Edelstein & Company LLP Experience February 2010 - March 2014
Job Office Manager at VIA Art Fund
Industry Fine Art
Experience
VIA Art Fund April 2014 - Present
Edelstein & Company LLP February 2010 - March 2014
Banana Republic June 2007 - February 2010
Skills
Photoshop, Financial Analysis, Illustrator, HTML, PowerPoint, Customer Service, Marketing, Accounting
Education
School of the Museum of Fine Arts 2008 — 2009
Post- Baccalaureate, Fine Arts
Trinity College-Hartford 2002 — 2006
BA, Art History, Studio Art
UCL
Study Abroad
VIA Art Fund April 2014 - Present
Edelstein & Company LLP February 2010 - March 2014
Banana Republic June 2007 - February 2010
Skills
Photoshop, Financial Analysis, Illustrator, HTML, PowerPoint, Customer Service, Marketing, Accounting
Education
School of the Museum of Fine Arts 2008 — 2009
Post- Baccalaureate, Fine Arts
Trinity College-Hartford 2002 — 2006
BA, Art History, Studio Art
UCL
Study Abroad
Rita Cianciarulo's Edelstein & Company LLP Experience June 2012 - December 2013
Job Account Administrator/Client Services at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management September 2014 - Present
LitmanGerson Associates,LLP December 2013 - September 2014
Edelstein & Company, LLP June 2012 - December 2013
Pillar Financial Advisors February 2001 - June 2012
Winchester Boat Club May 1993 - April 2011
Berman DeValerio Pease Tabacco Burt & Pucillo September 1989 - May 1992
Wang Laboratories September 1985 - May 1988
Nixdorf Computer 1983 - 1985
Skills
Payroll, QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Accounting, Finance, Account Reconciliation, Budgets, Bank Reconciliation, Invoicing, Microsoft Excel, Peachtree, Journal Entries
Education
Massachusetts Bay Community College 1979 — 1982
Associates, Accounting
Argent Wealth Management September 2014 - Present
LitmanGerson Associates,LLP December 2013 - September 2014
Edelstein & Company, LLP June 2012 - December 2013
Pillar Financial Advisors February 2001 - June 2012
Winchester Boat Club May 1993 - April 2011
Berman DeValerio Pease Tabacco Burt & Pucillo September 1989 - May 1992
Wang Laboratories September 1985 - May 1988
Nixdorf Computer 1983 - 1985
Skills
Payroll, QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Accounting, Finance, Account Reconciliation, Budgets, Bank Reconciliation, Invoicing, Microsoft Excel, Peachtree, Journal Entries
Education
Massachusetts Bay Community College 1979 — 1982
Associates, Accounting
Michael Settle, CFE's Edelstein & Company LLP Experience August 2009 - May 2011
Job Senior Accountant at Kraft Sports Group
Industry Accounting
Experience
Kraft Sports Group / New England Patriots May 2011 - Present
Edelstein & Company, LLP August 2009 - May 2011
Kraft Sports Group / New England Patriots January 2008 - May 2009
DNA Energy Drink July 2007 - July 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Budgeting, Auditing, Forecasting, Event Management, Inventory Management, Internal Controls, Account Reconciliation, Functions, Retail, Certified Fraud Examiner, Quest Venue Manager, Delphi Event Management, Dynamics, Counterpoint, Archtics Ticketing..., Onyx, Department Budgeting, Monthly Close Process, Budgets, Journal Entries, Analysis, Fixed Assets, Tax Preparation, Internal Audit, Great Plains Software, Finance, Financial Accounting, Accounts Receivable, Microsoft Office, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2005 — 2009
BSBA, Accounting
Kraft Sports Group / New England Patriots May 2011 - Present
Edelstein & Company, LLP August 2009 - May 2011
Kraft Sports Group / New England Patriots January 2008 - May 2009
DNA Energy Drink July 2007 - July 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Budgeting, Auditing, Forecasting, Event Management, Inventory Management, Internal Controls, Account Reconciliation, Functions, Retail, Certified Fraud Examiner, Quest Venue Manager, Delphi Event Management, Dynamics, Counterpoint, Archtics Ticketing..., Onyx, Department Budgeting, Monthly Close Process, Budgets, Journal Entries, Analysis, Fixed Assets, Tax Preparation, Internal Audit, Great Plains Software, Finance, Financial Accounting, Accounts Receivable, Microsoft Office, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2005 — 2009
BSBA, Accounting
Casey Blake (Mosca)'s Edelstein & Company LLP Experience February 2015 - Present
Job Marketing Specialist at Edelstein & Company LLP
Industry Marketing and Advertising
Experience
Edelstein & Company LLP February 2015 - Present
PwC March 2013 - October 2014
PwC July 2012 - March 2013
Kevin Youkilis Hits for Kids November 2009 - June 2012
Skills
Nonprofits, Management, Social Media Marketing, Public Speaking, Marketing, Event Management, Social Networking, Marketing Strategy, Public Relations, Event Planning, Email Marketing, Marketing Communications, Social Media, PowerPoint, Microsoft Office, Microsoft Excel
Education
Assumption College 2005 — 2009
Bachelor of Arts (BA), English and Mass Communications
Edelstein & Company LLP February 2015 - Present
PwC March 2013 - October 2014
PwC July 2012 - March 2013
Kevin Youkilis Hits for Kids November 2009 - June 2012
Skills
Nonprofits, Management, Social Media Marketing, Public Speaking, Marketing, Event Management, Social Networking, Marketing Strategy, Public Relations, Event Planning, Email Marketing, Marketing Communications, Social Media, PowerPoint, Microsoft Office, Microsoft Excel
Education
Assumption College 2005 — 2009
Bachelor of Arts (BA), English and Mass Communications
Celine L. Xu's Edelstein & Company LLP Experience January 2013 - April 2013
Job Experienced Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Rothstein Kass (acquired by KPMG) January 2014 - June 2014
Meyers Brothers Kalicka, P.C. June 2013 - October 2013
Edelstein & Company, LLP January 2013 - April 2013
State Street November 2011 - January 2013
Suffolk University September 2010 - December 2012
Harvard Management Company May 2011 - August 2011
Trudeau & Trudeau Associates, Inc. September 2008 - February 2010
Skills
Financial Reporting, External Audit, Hedge Funds, Asset Management, Alternative Investments, Private Equity, Business Valuation, Financial Modeling, Cost Accounting, Tax Compliance, Financial Analysis, Budgeting, Valuation, Corporate Finance, Accounting, Financial Accounting, Bloomberg, US GAAP, Cash Flow, Financial Statements, QuickBooks, GAAP, Financial Audits, Tax Preparation, General Ledger, Internal Controls, Financial Services, Payroll, Corporate Tax, SEC filings, Finance, Sarbanes-Oxley Act, Auditing, SEC Filings
Education
Suffolk University - Sawyer Business School
Master's degree, Accounting
Suffolk University - Sawyer Business School
Master's degree, Taxation
Brandeis University 2007 — 2009
M.A., International Economics and Finance
Guangdong University of Technology
Bachelor's degree, Electrical and Electronics Engineering
PwC September 2014 - Present
Rothstein Kass (acquired by KPMG) January 2014 - June 2014
Meyers Brothers Kalicka, P.C. June 2013 - October 2013
Edelstein & Company, LLP January 2013 - April 2013
State Street November 2011 - January 2013
Suffolk University September 2010 - December 2012
Harvard Management Company May 2011 - August 2011
Trudeau & Trudeau Associates, Inc. September 2008 - February 2010
Skills
Financial Reporting, External Audit, Hedge Funds, Asset Management, Alternative Investments, Private Equity, Business Valuation, Financial Modeling, Cost Accounting, Tax Compliance, Financial Analysis, Budgeting, Valuation, Corporate Finance, Accounting, Financial Accounting, Bloomberg, US GAAP, Cash Flow, Financial Statements, QuickBooks, GAAP, Financial Audits, Tax Preparation, General Ledger, Internal Controls, Financial Services, Payroll, Corporate Tax, SEC filings, Finance, Sarbanes-Oxley Act, Auditing, SEC Filings
Education
Suffolk University - Sawyer Business School
Master's degree, Accounting
Suffolk University - Sawyer Business School
Master's degree, Taxation
Brandeis University 2007 — 2009
M.A., International Economics and Finance
Guangdong University of Technology
Bachelor's degree, Electrical and Electronics Engineering
Chris Hathaway's Edelstein & Company LLP Experience June 2015 - Present
Job Senior Associate at Edelstein & Company LLP
Industry Accounting
Experience
Edelstein & Company LLP June 2015 - Present
Edelstein & Company LLP September 2013 - June 2015
Hannaford Bros. Co. June 2007 - September 2014
Abode Homes of New England Inc June 2012 - September 2013
Baker O'Connor LLC February 2011 - June 2012
Skills
QuickBooks, Grocery, Training, Microsoft Office, Supermarkets, Tax, Retail, Merchandising, Inventory Management, Time Management, Customer Service, General Ledger
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science (BS), Accounting
Edelstein & Company LLP June 2015 - Present
Edelstein & Company LLP September 2013 - June 2015
Hannaford Bros. Co. June 2007 - September 2014
Abode Homes of New England Inc June 2012 - September 2013
Baker O'Connor LLC February 2011 - June 2012
Skills
QuickBooks, Grocery, Training, Microsoft Office, Supermarkets, Tax, Retail, Merchandising, Inventory Management, Time Management, Customer Service, General Ledger
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science (BS), Accounting
Daniel Guglielmo's Edelstein & Company LLP Experience February 2013 - Present
Job Help Desk Specialist (IT) at Edelstein & Company, LLP
Industry Financial Services
Experience
Edelstein & Company, LLP February 2013 - Present
Angeltronics October 2012 - December 2012
JP Licks July 2011 - May 2012
Skills
Troubleshooting, Software Installation, Computer Repair, Laptops, Information Technology, Customer Service, Electronics, Microsoft Office, Help Desk Support, Windows XP, Networking, Hardware, VPN, Windows 7, Printers, Windows Server
Education
Lincoln Technical Insitute 2011 — 2012
Network Communications & Information Services, Information Technologies, Network Security
UMass Lowell 2007 — 2009
Sound Recording and Techonology
Fairfield University 2007 — 2008
N/A, Biology, 3.0
Edelstein & Company, LLP February 2013 - Present
Angeltronics October 2012 - December 2012
JP Licks July 2011 - May 2012
Skills
Troubleshooting, Software Installation, Computer Repair, Laptops, Information Technology, Customer Service, Electronics, Microsoft Office, Help Desk Support, Windows XP, Networking, Hardware, VPN, Windows 7, Printers, Windows Server
Education
Lincoln Technical Insitute 2011 — 2012
Network Communications & Information Services, Information Technologies, Network Security
UMass Lowell 2007 — 2009
Sound Recording and Techonology
Fairfield University 2007 — 2008
N/A, Biology, 3.0
Maureen Doherty's Edelstein & Company LLP Experience November 2005 - Present
Job Practice Administrator at Edelstein & Company, LLP
Industry Accounting
Experience
Edelstein & Company, LLP November 2005 - Present
36 Adams Street Quincy, Ma March 1981 - August 2005
Skills
Accounts Payable, Accounting
Education
Eastern Nazarene College 2004 — 2006
Associates, Business
Msgr Ryan High School 1960 — 1964
Edelstein & Company, LLP November 2005 - Present
36 Adams Street Quincy, Ma March 1981 - August 2005
Skills
Accounts Payable, Accounting
Education
Eastern Nazarene College 2004 — 2006
Associates, Business
Msgr Ryan High School 1960 — 1964
Jessica Midwood's Edelstein & Company LLP Experience September 2001 - March 2003
Job
Industry Accounting
Experience
EnerNOC March 2008 - February 2010
EnerNOC February 2007 - March 2008
EnerNOC December 2006 - February 2007
Cornu Management Company (Now Trinity Management) 2003 - 2006
Edelstein & Company, LLP September 2001 - March 2003
Ziner, Kennedy & Lehan November 1999 - September 2001
Salem Oil & Grease 1997 - 1999
Skills
General ledger..., Reporting and analysis, Non-profits, Real estate accounting, Revenue Recognition, Sarbanes-Oxley Act, General Ledger, Financial Analysis, Financial Reporting, Accruals, Internal Controls, Accounting, US GAAP, Forecasting, Auditing, Epicor, Energy, CPA, Pivot Tables, Cash Flow Forecasting, SEC filings, Nonprofits, GAAP, Accounts Payable
Education
Salem State College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Bridgewater State College 2010 — 2012
Masters in Educational Leadership, School Business Administration
EnerNOC March 2008 - February 2010
EnerNOC February 2007 - March 2008
EnerNOC December 2006 - February 2007
Cornu Management Company (Now Trinity Management) 2003 - 2006
Edelstein & Company, LLP September 2001 - March 2003
Ziner, Kennedy & Lehan November 1999 - September 2001
Salem Oil & Grease 1997 - 1999
Skills
General ledger..., Reporting and analysis, Non-profits, Real estate accounting, Revenue Recognition, Sarbanes-Oxley Act, General Ledger, Financial Analysis, Financial Reporting, Accruals, Internal Controls, Accounting, US GAAP, Forecasting, Auditing, Epicor, Energy, CPA, Pivot Tables, Cash Flow Forecasting, SEC filings, Nonprofits, GAAP, Accounts Payable
Education
Salem State College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Bridgewater State College 2010 — 2012
Masters in Educational Leadership, School Business Administration