Eisner & Lubin
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Eisner & Lubin Employees
BDO USA, LLP October 2011 - Present
BDO USA, LLP July 2005 - October 2011
Eisner & Lubin January 2001 - July 2005
Skills
US GAAP, Accounting, Auditing, CPA, Internal Controls, Assurance, Tax, Financial Reporting, Partnership Taxation, External Audit, Tax Preparation, Tax Accounting, Hedge Funds, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
BS, Accounting
CohnReznick LLP June 2011 - Present
KPMG January 2008 - May 2011
KPMG July 2006 - January 2008
Eisner & Lubin January 2005 - June 2006
Skills
Accounting, CPA, GAAP, Financial Statements, Private Equity, Real Estate, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Assurance, Consolidation, Fund Of Funds, Due Diligence, Financial Audits
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
MS, Real Estate
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
The Colony Group October 2013 - Present
Prosper Advisors LLC February 2002 - October 2013
US Trust Company of NY April 1997 - December 2001
U.S. Trust 1997 - 2001
Ernst & Young 1981 - 1997
Eisner & Lubin 1979 - 1981
Skills
Financial Planning, Investments, Estate Planning, Personal Finance, Income Tax, Financial Advisory, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Asset Allocation, Retirement, Asset Managment, Wealth Management
Education
Pace University - Lubin School of Business
MS
Queens College
BA
L.H. Rosoff and Company, LLP 1998 - Present
John P. Lobur, CPA 1987 - 1998
Laventhol & Horwath 1984 - 1987
Eisner & Lubin 1982 - 1984
Grossman Brozman & Agrin 1979 - 1982
Skills
Due Diligence, Accounting, Tax Advisory, Small Business, Auditing, Financial Statements, Not for Profit, Tax Preparation, Unions, Pension Funds, Health & Welfare funds, Real Estate, Private Equity, Financial Analysis, Start-ups, Portfolio Management, Investments, Insurance, Venture Capital, Fiduciary, Business Planning, Strategic Financial..., Mutual Funds, Hedge Funds, Union, Financial Planning, Management, Strategic Planning, Finance
Education
Hofstra University 1976 — 1979
Bachelor of Business Administration (BBA), Accounting
Valley Stream Central High 1972 — 1975
Securities Associates 1984 - 2010
The Center For Humanities, Inc. 1974 - 1984
Parents Magazine Enterprises 1968 - 1974
Eisner & Lubin June 1964 - October 1967
Skills
Accounting, Managerial Finance, Investment Management, family office management, Accounting Management, Alternative Investments, Risk Management, Private Equity, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1960 — 1964
BBA, Accounting
Baruch College, City University of New York (CUNY)
BBA, Accounting
TAG Associates LLC May 2014 - June 2015
Independent August 2013 - May 2014
Anchin, Block & Anchin LLP November 2009 - July 2013
Eisner & Lubin January 2009 - November 2009
Eisner & Lubin July 2004 - December 2008
Eisner & Lubin December 2000 - June 2004
Polakoff & Michaelson November 1999 - November 2000
Skills
High Net Worth..., Trusts, Tax, International Tax, Gift Tax, Fiduciary Accounting, Estate Tax Planning, Tax Research, Tax Law, Financial Planners, Wealth, Partnership Taxation, Estate Planning, Tax Accounting, Tax Advisory, Fiduciary
Education
Pace University - Lubin School of Business 2006 — 2008
Master, Taxation
WU (Vienna University of Economics and Business)
Master, Economics, MBA
Xaxis July 2013 - Present
AOL November 2011 - June 2013
Xaxis May 2011 - November 2011
The MIG (Media Innovation Group) - WPP Group August 2009 - June 2011
Magnify.net May 2009 - August 2009
The Katz Company, Inc. May 2009 - August 2009
Eisner & Lubin May 2007 - May 2009
Jaffe & Asher May 2006 - August 2006
Skills
Digital Media, DoubleClick, Social Media, Digital Strategy, Mobile Advertising, comScore, Online Advertising, Media Buying, Media Planning, Social Media Marketing, Digital Marketing, Mobile Marketing, Salesforce.com, SEM, Advertising, Analytics
Education
University of Connecticut 2004 — 2008
Bachelors of Arts, Economics and Political Science
McGladrey 2005 - Present
Goldstein Golub Kessler LLP 1998 - 2005
American Express Tax & Business Services 1998 - 2005
Eisner & Lubin 1986 - 1997
Weiser LLP 1980 - 1986
Skills
Income Tax, Tax Returns, Tax, Trusts, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, High Net Worth..., International Tax, Tax Preparation, SEC, Accounting, Auditing, CPA, Forensic Accounting
Education
City University of New York-Baruch College
BBA, Accounting
New York Institute of Technology
MBA
Marks Paneth LLP June 2014 - Present
WithumSmith+Brown September 2008 - May 2014
UBS Wealth Management November 1999 - June 2008
Eisner & Lubin 1995 - 1999
Devon Properties 1987 - 1993
Staten Island Mall 1981 - 1987
First Fidelity Bank 1984 - 1986
Skills
Strategic Financial..., Due Diligence, Investments, Accounting, Tax Preparation, Tax Advisory, Staff Supervision, Financial Statements, Tax Returns, SEC filings, CPA, GAAP, Tax Accounting, Financial Accounting, Accounts Payable, Financial Planning, US GAAP, QuickBooks, Tax, Auditing, Financial Reporting
Education
Rider University 1983 — 1996
Bachelor's degree, Accounting
Middlesex County College 1980 — 1982
Bachelor of Arts (BA), Accounting and Business/Management
WeiserMazars LLP November 2009 - Present
Eisner & Lubin January 2009 - November 2009
Muss Development LLC, September 2007 - December 2008
Entertainment Software Rating Board May 2007 - August 2007
Father Heart of Ministries Church’s Alphabet Scoop May 2007 - August 2007
The Child Center of New York May 2007 - August 2007
Skills
Accounting, Auditing, General Ledger, CPA, Microsoft Excel, Tax Returns, Microsoft Word, Real Estate, GAAP, Financial Reporting, Internal Controls, US GAAP, Financial Accounting, Tax Preparation, Tax Accounting, Tax Research
Education
City University of New York-Queens College 2005 — 2008
Bachelors, Arts in Accounting
Davis & Gilbert LLP August 2011 - Present
Kasowitz, Benson, Torres & Friedman LLP August 2008 - July 2011
The Legal Aid Society, New York 2007 - 2008
Cooley Godward Kronish LLP 2004 - 2007
Pennie & Edmonds LLP 2001 - 2004
Kramer Levin Naftalis & Frankel LLP 2000 - 2001
Battle Fowler LLP 1997 - 2000
Berdon LLP 1993 - 1997
Eisner & Lubin 1990 - 1993
Skills
Litigation, Mergers, Accounting, Due Diligence, Corporate Law
Education
Baruch College
BBA, Accounting
Take 2 Interactive May 2010 - Present
Take 2 Interactive July 2008 - April 2010
Take 2 Interactive September 2006 - June 2008
Perrigo New York, Inc. 1995 - 2006
Deloitte & Touche 1993 - 1995
Eisner & Lubin 1990 - 1993
Skills
Forecasting, Accounting, Auditing, Financial Analysis, SEC filings, Process Improvement, Finance, US GAAP, Financial Accounting, Financial Reporting, Strategy, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Consolidation, SEC Filings
Education
City University of New York-Brooklyn College 1985 — 1990
Bachelors of Science, Accounting
Hillel Schwartz, CPA March 2009 - Present
Eisner & Lubin January 2007 - March 2009
Deloitte September 2005 - December 2006
Skills
Auditing, Tax, Financial Reporting, Financial Analysis, Income Tax, Accounting, Budgets, Tax Preparation, CPA, Corporate Tax, QuickBooks, GAAP, Internal Controls
Education
Ramapo College of New Jersey 1993 — 1996
More Than Management, Inc 1984 - Present
Stuart A Ditsky CPA PC 1969 - Present
Eisner & Lubin 1969 - 1973
Skills
Tax Preparation, Financial Reporting, Accounting, Financial Analysis, Tax, Mergers & Acquisitions, Forecasting, Budgets, Due Diligence, Start-ups, Small Business, Investments, Strategic Financial..., QuickBooks, Finance, Management, Management Consulting, Internal Controls, Bookkeeping, Financial Modeling, Business Planning
Education
Hofstra University 1966 — 1969
Trend Micro, Inc. June 2012 - Present
Trend Micro, Inc. January 2012 - May 2012
Trend Micro, Inc. March 2010 - December 2011
Fairfax Tax Service October 2006 - March 2010
Morgan Stanley December 2004 - September 2006
Morgan Stanley August 2002 - November 2004
KPMG July 2001 - July 2002
KPMG July 1998 - June 2001
KPMG November 1996 - June 1998
Eisner & Lubin October 1994 - October 1996
Skills
Tax Compliance, Federal Tax, Corporate Tax, Tax Accounting, Tax, FAS109, Tax Audits, Income Tax, Tax Research, Auditing, Sales Tax, Mergers & Acquisitions, Internal Controls, Property Tax, US Tax, International Tax, Sarbanes-Oxley Act, Accounting
Education
Pace University - Lubin School of Business 1999 — 2003
MS, Taxation
Baruch College, City University of New York (CUNY) 1990 — 1995
MBA, Accounting
Cornell University 1984 — 1988
BS, Operations Research & Industrial Engineering
Development Partners December 2012 - Present
Arthur J. Gallagher & Co. June 2011 - December 2012
Swiss Re February 2004 - December 2010
BDO 1996 - 2004
Eisner & Lubin 1994 - 1996
Arthur Yorkes & Co 1989 - 1994
Skills
Financial Analysis, Financial Risk, Corporate Finance, Risk Management, Accounting, Due Diligence, Insurance, Internal Controls, Hedge Funds, Finance, Financial Reporting, Financial Modeling, Private Equity, Management, Sarbanes-Oxley Act
Education
Queens College 1986 — 1989
Beress & Zalkind PLLC May 2013 - Present
Of Counsel at Dunnington, Barholow & Miller, LLP 2004 - Present
Eisner & Lubin June 1998 - August 2000
Cantor Fitzgerald, LP, New York, NY June 1997 - June 1998
Skills
Trusts, Estate Planning, Estate Tax Planning, Wills, Tax, CPA, LLC, Corporate Tax, Income Tax, High Net Worth..., Estate Administration, Legal Writing, Business Formation, Wealth, Tax Law, International Tax, Corporate Law, Powers of Attorney, Real Estate, Asset Protection, Retirement Planning, Real Estate Transactions, Estate Settlement, Living Trusts, Inheritance Tax Planning, International Tax..., Legal Research, Commercial Litigation, Probate, Special Needs Planning, Living Wills, Wealth Transfer, Charities, Not for Profit
Education
New York University School of Law 2008 — 2010
LL.M., LL.M. in Tax
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
J.D., Concentration in Taxation
City University of New York-Baruch College - Zicklin School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
WithumSmith+Brown December 2011 - Present
Eisner & Lubin January 2004 - December 2011
Skills
CPA, US GAAP, Auditing, Tax, Internal Controls, Income Tax, Financial Reporting, Accounting, Tax Preparation, Tax Research, Partnership Taxation, External Audit, Assurance
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Academy of Economics, Cracow
Economics
Pace University - Lubin School of Business
Geller & Company February 2010 - Present
Heart House July 2009 - November 2009
Pfizer February 2006 - March 2009
Diageo February 2002 - March 2005
Reuters 2004 - 2005
Eisner & Lubin 1994 - 1994
Skills
Business Analysis, Business Process..., Financial Modeling, Process Improvement, Business Strategy, Strategy, Strategic Planning, Management, Budgets, Team Leadership, Analytics, Analysis, Leadership, Management Consulting, Tableau, Bloomberg Terminal, Customer Profitability, Pricing, Program Evaluation, Data Visualization, Mergers & Acquisitions, Business Process, Managerial Finance
Education
City University of New York-Baruch College 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Eisner & Lubin July 2007 - Present
Citrin Cooperman & Company LLP 2004 - 2007
grassi 2004 - 2005
Marcum & Kliegman LLP 2003 - 2004
pwc 2001 - 2004
Skills
Tax, Tax Research, Income Tax, Tax Accounting, Tax Preparation, CPA
Education
LIU Brooklyn 2001 — 2003
MS, Taxation
St. Joseph's College 1997 — 2001
B.S., Accounting
Interlaken Management, LLC January 2009 - Present
Interlaken Management, LLC January 2009 - Present
Eisner & Lubin January 2006 - December 2008
Eisner & Lubin, LLP January 2006 - December 2008
Berdon LLP January 2005 - May 2005
Evercore Partners June 2004 - August 2004
Skills
Tax
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Eisner & Lubin January 2001 - Present
Education
Queens College 1994 — 1997
bd, accounting
Renaissance Technologies LLC November 1996 - Present
Ernst & Young November 1994 - November 1996
GOLDSTEIN GOLUB KESSLER & CO (GGK) October 1992 - November 1994
Eisner & Lubin January 1989 - October 1992
Skills
Financial Analysis, Hedge Funds, Financial Modeling, Alternative Investments, Equities, Asset Management, Private Equity
Education
Queens College 1985 — 1989
BA, Accounting, Economics
Kylin Management LLC April 2011 - Present
Frontier Ridge Capital LP November 2006 - January 2011
WL Ross & Co. LLC August 2002 - November 2006
Marcum & Kliegman LLP January 2001 - August 2002
McGladrey LLP (formerly Goldstein Golub Kessler LLP) December 1998 - December 2000
Eisner & Lubin September 1997 - November 1998
TMP Worldwide April 1996 - September 1997
Skills
Private Equity, Hedge Funds, Financial Reporting, GAAP, Accounting, Audit, Compliance, Auditing, Valuation, Alternative Investments, Due Diligence, Financial Analysis, Equities, Financial Modeling, Corporate Finance
Education
St. Francis College
BS, Accounting
Xaverian High School
Con Edison February 2009 - Present
Eisner & Lubin November 2007 - January 2009
Curtis, Mallet-Prevost, Colt & Mosle LLP 2006 - 2007
DDB 2002 - 2005
Skills
Virtualization, Project Management, VMware, Active Directory, Windows Server, Microsoft Exchange, DNS, Disaster Recovery, Servers, System Administration, VMware ESX, Troubleshooting, Group Policy, SCCM, SharePoint, Blackberry Enterprise..., Citrix, Networking
Education
DeVry University 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Technology Project Management
LaGuardia Community College 2008 — 2012
Associate of Science (A.S.), Business Administration, Management and Operations
BMO Capital Markets 2011 - 2014
Citigroup 1994 - 2009
Salomon Brothers 1990 - 1994
Salomon Brothers 1985 - 1989
Amerada Hess 1982 - 1985
Eisner & Lubin 1976 - 1982
Education
University at Albany, SUNY 1971 — 1975
BS, Public Accounting & Business Administration
Compass Global Investments, LLC Vice President/ControllerLoebKing Capital ManagementJanuary 2004 - January 2015
Highbridge Capital Management, LLC June 1999 - June 2003
Paloma Partners Management Company August 1994 - June 1999
Grant Thornton November 1992 - August 1994
Chassin Levine Rosen & Co. February 1990 - November 1992
Eisner & Lubin January 1988 - January 1990
Automated Concepts 1987 - 1987
Skills
Equities, Hedge Funds, Alternative Investments, Derivatives, Fixed Income, Swaps, Risk Management, Investments, Financial Modeling, Valuation, Analysis, Trading, Tax, Equity Derivatives, Corporate Actions, GAAP, Accounting, Portfolio Management, Mutual Funds, Financial Statements, Cash Management, Due Diligence, Bonds, Corporate Finance, Fund Of Funds, Budgets, Finance, Capital Markets, Private Equity, Fund Accounting, Auditing, Investment Banking, FX Options, Account Reconciliation, Asset Management, Securities, Options, Credit Derivatives, CDS, Financial Services, Investor Relations, Fund Administration, US GAAP, Bloomberg, CPA, SEC filings, Venture Capital, Settlement, Treasury Management, SEC Filings
Education
Queens College 1983 — 1986
BS, Accounting
Skidmore College 1982 — 1983
Biology
St. Francis Prep
Shanholt Glassman Klein Kramer & Co. CPA January 2014 - Present
MBAF CPAs, LLC July 2009 - December 2013
RSM McGladrey October 2007 - June 2009
Mayer Hoffman McCann / CBIZ January 2005 - September 2007
Perelson Weiner LLP June 2000 - December 2004
Raich Ende Malter Lerner & Co., LLP December 1987 - May 2000
Eisner & Lubin January 1979 - December 1987
Skills
GAAP, Risk Analysis, GAAS, CFOs, microsoft products, Quality Assurance, audit platforms, GL packages, Auditing, Accounting, Mergers & Acquisitions, Tax, Internal Controls
Education
Queens College
Bacholar of Science, Accounting
TGM Associates L.P. July 1998 - Present
Helmsley Enterprises April 1991 - July 1998
Eisner & Lubin January 1989 - April 1991
Skills
Leases, Property Management, Lease Administration, Real Estate Economics, Acquisitions, MRI Software, Residential Homes, Brokerage, Investments, Real Estate, Real Estate Development, Apartments, Due Diligence, Investment Properties, Asset Management, Contract Negotiation
Education
City University of New York-Brooklyn College 1984 — 1989
BS, Accounting
MATHME, LLC November 2009 - Present
Metropolitan Development LLC March 2010 - December 2010
Porten Homes September 2004 - December 2009
Stavrou Associates, Inc. and affiliates May 1999 - March 2004
Aronson & Company January 1996 - May 1999
Eisner & Lubin January 1994 - January 1996
Premier Homes, Inc January 1992 - January 1994
RubinBrown LLP January 1988 - January 1992
Skills
Due Diligence, Accounting, Cash Flow, Financial Analysis, Financial Reporting, Auditing, Mergers & Acquisitions, Tax, Mergers, Banking, Internal Controls, Finance, Budgets, Real Estate, Strategy, General Ledger, Analysis, Portfolio Management, Start-ups, Cost Accounting
Education
Missouri State University 1984 — 1988
Bachelor of Science degree, Accounting
Genesis10 June 2001 - Present
Marvel Entertainment 1999 - 2001
ASARCO 1994 - 1999
PwC 1993 - 1994
Eisner & Lubin 1992 - 1993
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Budgets, Treasury Management, Business Analysis, Financial Systems Design, Systems Improvement, Process Improvement, Business Intelligence, Corporate FP&A, Analysis, Microsoft Excel, Bottom Line Improvement, Finance, P&L Improvement, Benefits Management, Access, Strategic Planning, Mergers & Acquisitions, Management, Financial Modeling, Managerial Finance, SEC filings, Internal Controls
Education
Queens College 1987 — 1991
Bachelor's degree, Accounting
AVZ November 2006 - Present
AVZ November 2006 - Present
AVZ 2006 - Present
McGladrey January 2003 - November 2006
Eisner & Lubin January 2000 - January 2003
PwC January 1995 - January 2000
Skills
Excel, Word, PowerPoint, Microsoft Excel, Tax, Accounting, Microsoft Word, Financial Reporting, Internal Controls, GAAP, Tax Research, Financial Accounting, CPA, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax
Education
Baruch Colle 2002 — 2005
Masters Science, Taxation
Queens College 1988 — 2003
BA, Accounting