Geller & Company

Description

Founded: 1984 Subsidiaries: Geller Family Office Services LLC, Geller & Company LLC, Asset Management Arm, Geller Services LLC

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Geller & Company Employees

Employee
Years
Job
Industry
Marques Brown Marques Brown San Francisco Bay Area Details
Marques Brown's Geller & Company Experience March 2007 - August 2007
Job Sr. Business Analyst with PG&E
Industry Utilities
Experience
Pacific Gas and Electric Company  January 2015 - Present
The Clorox Company  October 2012 - January 2015
The Clorox Company  March 2011 - October 2012
Restoration Hardware  October 2009 - March 2011
Anchin, Block & Anchin LLP   October 2008 - March 2009
OpHedge Investment Services  November 2007 - October 2008
Geller & Company   March 2007 - August 2007
Do Something  June 2006 - August 2006

Skills
Account Reconciliation, Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Variance Analysis, Financial Statements, Auditing, Accruals, PowerPoint, Journal Entries, Outlook, Forecasting, Bloomberg, Microsoft Word, Financial Accounting, SAP, SAP ERP, Cost Accounting

Education
Fordham University   2003 — 2007
BACHELOR'S OF SCIENCE, ACCOUNTING

Melissa Crespo Melissa Crespo Greater Seattle Area Details
Melissa Crespo's Geller & Company Experience September 2005 - August 2006
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
Milliman  June 2013 - Present
SIPS CONSULTS  March 2013 - June 2013
Education Affiliates  August 2008 - June 2012
KPMG LLP  February 2008 - August 2008
United Staffing Systems  August 2006 - February 2008
Geller & Company   September 2005 - August 2006
DO&CO  August 2005 - August 2006

Skills
Human Resources, Temporary Placement, Temporary Staffing, ADP, Recruiting, Interviews, Onboarding, Resume Writing, Career Counseling, Sourcing, Management, Leadership, Time Management, Student Affairs, Coaching, Microsoft Office, Talent Acquisition, Student Recruiting, Employee Relations, Applicant Tracking..., Screening Resumes, Contract Recruitment, Internet Recruiting, Enrollment Management, Job Search Strategies, Public Speaking, College Recruiting, Job Coaching, Admissions, Executive Search, Talent Management, Screening, Technical Recruiting, New Hire Orientations, Event Planning, Campus, Payroll, Job Search, CampusVue, Background Checks, Employer Branding, Behavioral Interviewing, Resume, Project Management, ADP Payroll, Taleo, Staffing Services, Sales, Training, Career Development

Education
Seattle Central College   2015 — 2016
Microsoft SharePoint 2010 Certification Training

University of Phoenix   2013 — 2014
Project Management Certification, Project Management

Liberty University   2012 — 2014
Master of Arts, Professional Counseling

Pace University   2001 — 2005
Bachelors, HR Management

Louis D. Brandeis H. S.   1997 — 2001
Regent Diploma, Accounting & Finance

Rachel S Cho Rachel S Cho Greater New York City Area Details
Rachel S Cho's Geller & Company Experience November 2014 - May 2015
Job CIO Intern at JPMorgan Chase & Co.
Industry Accounting
Experience
J.P. Morgan   August 2015 - Present
J.P. Morgan   June 2015 - August 2015
Geller & Company   November 2014 - May 2015
Bessemer Venture Partners  May 2014 - October 2014
Paris Baguette America, Inc.   September 2012 - October 2014
Young's New American Food   October 2013 - December 2013
NYPD 111th Precinct   September 2011 - December 2011

Skills
CSS3, Swimming, Athletics, Nutrition, Facebook, Volunteering, Sketching, Microsoft Word, Microsoft Excel, PowerPoint, Instagram, Microsoft Office, Access, Communication

Education
Fordham University   2012 — 2016
Bachelor of Science (B.S.), Public Accounting, Junior

JEFFREY HECHT CPA JEFFREY HECHT CPA Miami Beach, Florida Details
JEFFREY HECHT CPA's Geller & Company Experience February 2000 - December 2002
Job Vice President of Sales & Operations at Island Homes USA, Inc.
Industry Real Estate
Experience
Island Homes   April 2014 - Present
Barton G  November 2012 - April 2014
Polestar PIlates International  February 2009 - July 2011
FINE ART LAMPS, INC.   August 2006 - October 2008
Crispin Porter + Bogusky  November 2004 - May 2006
GELLER & COMPANY, LLC   January 2003 - November 2004
Geller & Company   February 2000 - December 2002
PHILIP MORRIS USA  1996 - 2000
PHILIP MORRIS USA  1995 - 1996
PHILIP MORRIS USA  1993 - 1995

Skills
Real Estate License, Budgets, Real Estate, Financial Analysis, Finance, Negotiation, Accounting, Investments, Strategic Planning, Mergers, Forecasting, Contract Negotiation, Business Planning, Mergers & Acquisitions, Account Reconciliation, Accounts Receivable, Financial Reporting, Due Diligence, Financial Modeling

Education
Columbia University - Columbia Business School   1995 — 1997
MBA

Syracuse University   1979 — 1983
BS, ACCOUNTING

Michael G. Zani Michael G. Zani New York, New York Details
Michael G. Zani's Geller & Company Experience July 2014 - Present
Job Finance Team Lead, Enterprise Solutions at Geller & Company
Industry Accounting
Experience
Geller & Company   July 2014 - Present
AOL  November 2013 - June 2014
Translation LLC  July 2012 - May 2013
Microsoft  May 2007 - March 2012
Colloquis  July 2005 - May 2007
Score Media  January 2003 - June 2005
Motivano  January 2001 - January 2003
Crown Trophy Franchising   April 1996 - January 2001
Marvel Entertainment  April 1994 - March 1996

Skills
Accounting, Strategic Planning, Planning, Mentoring, Financial Analysis, Financial Reporting, Budgeting, Forecasting, Financial Planning, Cross-functional Team..., Financial Modeling, Business Planning, Business Strategy, Analysis, Business Analysis, Team Leadership, Customer Relations, Start-ups, Team Building, Competitive Analysis, Excel, Change Management, P&L Management, Microsoft Office, Negotiation, Budgets, Strategic Financial..., Project Planning, Telecommunications, Managerial Finance, Management, Leadership, Entrepreneurship, Strategy, Due Diligence, Marketing Strategy, Enterprise Software, Executive Management, Cloud Computing, Finance, Sales Operations, Process Improvement

Education
Cornell University - S.C. Johnson Graduate School of Management   2011 — 2013
MBA, Management

Iona College   1989 — 1993
Accounting

Fordham Preparatory School   1986 — 1989

Simon Kiser Simon Kiser Glen Head, New York Details
Simon Kiser's Geller & Company Experience August 2015 - Present
Job IT Support Specialist
Industry Sports
Experience
Geller & Company   August 2015 - Present
New York Jets  2012 - Present
Schwartzapfel Lawyers - Personal Injury Law Firm   April 2014 - June 2015
NY-Jets  July 2012 - August 2012
Nassau Country Club  June 2011 - September 2011
Cambridge Corporate Services  May 2009 - September 2011
HSH Nordbank AG  July 2006 - August 2008

Skills
Event Management, Sports Management, Sports, Microsoft Excel, Sports Marketing, Archtics, Event Planning, PowerPoint, Football, Ticket Sales, Customer Service, Microsoft Office, Sales, Sponsorship, Coaching, Computer Hardware..., Help Desk Support, Data Entry

Education
New York Institute of Technology   2015 — 2017
Master of Science in Information, Network, and Computer Security, Information, Network, and Computer Security

Saint John's University   2009 — 2012
Sports Management, Sports, 3.0

Laura Gensthaler Laura Gensthaler Verona, New Jersey Details
Laura Gensthaler's Geller & Company Experience June 2007 - Present
Job Senior Accountant at Geller & Company
Industry Financial Services
Experience
Geller & Company   June 2007 - Present
Somerset Sales Inc.   April 2005 - June 2007
The Home Depot  November 1997 - March 2005

Skills
Microsoft Dynamics..., Intacct, QuickBooks, Microsoft Office, Financial Accounting

Education
County College of Morris
Associate in Science and Business Administration, Graduated Magna Cum Laude with 3.7 GPA

Montclair State University
Currently pursuing B.S. in Accounting and Finance

Emily (Batt) Borg Emily (Batt) Borg Greater New York City Area Details
Emily (Batt) Borg's Geller & Company Experience March 2009 - October 2010
Job Assistant Buyer at West Elm at WilliamsSonoma, Inc.
Industry Marketing and Advertising
Experience
West Elm at Williams-Sonoma, Inc.   July 2014 - Present
West Elm at Williams-Sonoma, Inc.   April 2013 - Present
Harrison and Star  October 2010 - April 2013
Geller & Company   March 2009 - October 2010
UBS  August 2008 - December 2008

Skills
Outlook, Administrative Support, PowerPoint, Word, Excel, Event Planning, Photoshop, Mac OS X, PC, Travel, Administrative..., Microsoft Excel

Education
Indiana University Bloomington   2004 — 2008
Bachelor of Arts, Telecommunications

Lower Merion High School   2000 — 2004

Irene Kovich Irene Kovich Greater New York City Area Details
Irene Kovich's Geller & Company Experience July 2013 - Present
Job Financial Planning & Analysis
Industry Information Technology and Services
Experience
Geller & Company   July 2013 - Present
American Stock Transfer & Trust Co LLC  March 2011 - July 2013
Wolters Kluwer Corporate Legal Services  June 2001 - March 2011
Open Society Foundations  April 1996 - June 2001
US Russia Investment Fund   April 1994 - October 1995
U.S. Department of State   1989 - 1990

Skills
Corporate Budgeting, Budget Forecasts, P&L Budget Management, Strategic Financial..., Analysis, Forecasting, Financial Analysis, Finance, Accounting, Due Diligence, Mergers, Management, Project Planning, Corporate Financial..., Financial Reporting, Incentive Programs, Sales Compensation, Planning Software, Reporting Systems, Headcount Reporting, Acquisition Integration, Budgets, Financial Modeling, Financial Services, Corporate Finance, Mergers & Acquisitions, Variance Analysis, Process Improvement, P&L Management, Managerial Finance, Revenue Recognition, Investments, Business Process..., PeopleSoft, Cost Accounting, Private Equity, Consolidation, Executive Management, Essbase

Education
New York University   2007 — 2008
Professional Certificate

University of Michigan - Stephen M. Ross School of Business   1991 — 1993
MBA

University of Michigan - Rackham Graduate School   1990 — 1993
MA

University of Michigan College of Literature, Science, and the Arts   1984 — 1988
Bachelor of Arts (B.A.)

Huron High School   1981 — 1984

Logan Williams Logan Williams New Canaan, Connecticut Details
Logan Williams's Geller & Company Experience June 2014 - August 2014
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet  June 2015 - Present
Elon University  April 2013 - May 2015
Graham Stetter   July 2013 - February 2015
Geller & Company   June 2014 - August 2014
Fox Broadcasting Company  June 2013 - August 2013
The Custard Shark   June 2012 - July 2013

Skills
Photoshop, Facebook, Illustrator, Microsoft Excel, Sales, Final Cut Pro, PowerPoint, Marketing, Management, Microsoft Word, Google Analytics, Google Adwords, Media Math, Creative..., Adobe After Effects, Microsoft Access, Microsoft Powerpoint, Microsoft Publisher, Event Management, Sales Management, Web Development, Graphic Design, WordPress, Adobe Muse

Education
Elon University   2011 — 2015
Finance Major, Accounting and Multimedia Authoring Minor

New Canaan High School   2007 — 2011

Tania Secor Tania Secor Greater New York City Area Details
Tania Secor's Geller & Company Experience December 2009 - December 2011
Job SVP, Finance at Medidata Solutions
Industry Information Services
Experience
Medidata Solutions  2015 - Present
Dataminr, Inc.   November 2013 - 2015
Gerson Lehrman Group  December 2011 - November 2013
Geller & Company   December 2009 - December 2011
The McGraw Hill Companies  January 2003 - December 2009
Weiss, Peck & Greer Private Equity Group   1997 - 2003
J.P. Morgan   1994 - 1997

Education
Columbia University - Columbia Business School   1999 — 2001
MBA, Management

Columbia University in the City of New York   1990 — 1994
BA

Ridgewood High School

Ridgewood High School

Rick Perillo, CTP Rick Perillo, CTP Greater New York City Area Details
Rick Perillo, CTP's Geller & Company Experience February 2014 - Present
Job Senior Manager, Treasury Geller & Company
Industry Financial Services
Experience
Geller & Company   February 2014 - Present
Crane Co.  July 2000 - February 2014
The Interpublic Group of Companies, Inc.   April 1995 - May 1999
Formica Corporation  July 1994 - March 1995
The American Tobacco Company  July 1990 - July 1994

Skills
International Cash..., Foreign Exchange..., Liquidity Management, Working Capital..., Forecast and Planning, Treasury Operations, Trade Finance, Treasury, Cash Flow Forecasting, Finance, Internal Controls, Risk Management, Due Diligence, Cash Flow, Cash Management, FX Hedging, Financial Analysis, Forecasting, Foreign Exchange, Process Improvement, Treasury Management, Capital Markets

Education
Pace University - Lubin School of Business   1996 — 1999
MBA, Finance

Fairfield University   1986 — 1990
BS, Finance

Dana Sherwood Dana Sherwood San Francisco, California Details
Dana Sherwood's Geller & Company Experience 2001 - 2004
Job Digital Platforms Product Manager | SaaS Expert | Technology Leader | Wealth Management
Industry Financial Services
Experience
US Bancorp Investment Inc  January 2015 - Present
Hearsay Social  August 2013 - April 2014
Morgan Stanley Wealth Management  2012 - 2013
Merrill Lynch  2010 - 2012
Merrill Lynch  2009 - 2010
Merrill Lynch  2008 - 2009
Merrill Lynch  2007 - 2008
Merrill Lynch  2005 - 2007
Merrill Lynch  2004 - 2005
Geller & Company   2001 - 2004

Skills
Risk Management, Program Management, Leadership, Financial Services, Management, Strategic Planning, Business Development, Project Management, Social Media, Analytics, Vendor Management, IT Strategy, Marketing Strategy, Portfolio Management, Strategy, SaaS, CRM

Education
University of California, Davis
Bachelor's Degree, Art History

New York University   1999 — 2002
Project Management

Keith Edelstein Keith Edelstein Greater New York City Area Details
Keith Edelstein's Geller & Company Experience 1995 - 1999
Job Director Institutional Equity Sales Citigroup
Industry Investment Banking
Experience
Citigroup  September 2000 - Present
Geller & Company   1995 - 1999
BDO USA, LLP  1994 - 1995

Skills
Capital Markets, Equities, Hedge Funds, Equity Research, Investment Banking, Bloomberg, Financial Analysis, Investments

Education
Emory University - Goizueta Business School   1999 — 2000
MBA, Finance

Emory University   1990 — 1994
BBA, Accounting, Finance

Pine Crest   1982 — 1990

Kristin Ruffe Kristin Ruffe Washington, District Of Columbia Details
Kristin Ruffe's Geller & Company Experience June 2014 - August 2014
Job Business Technology Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte  September 2015 - Present
Elon University  April 2013 - May 2015
Elon Microfinance Initiative   April 2013 - April 2015
Geller & Company   June 2014 - August 2014
The Provident Bank  May 2013 - August 2013
Elon Microfinance Initiative   March 2012 - April 2013
Elon University  February 2012 - April 2013
Student Union Board (SUB)   September 2011 - March 2013
Girl Scouts of Central & Southern NJ  July 2010 - August 2011
North Brunswick Parks and Recreation   January 2010 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Web..., Microsoft Access, Management Information..., Public Relations, Social Media, Social Networking, Business Intelligence, Viola, Softball, PC, Advertising, Marketing, Social Media Marketing, Facebook, Twitter, Pinterest, Principles of Economics, Principles of Financial..., LinkedIn, Fashion, Access, Lifeguarding, Teamwork, Data Analysis, Customer Service, Team Leadership, Market Research, Sales, Data Entry, Event Planning, PowerPoint, Research

Education
Elon University - Martha and Spencer Love School of Business   2011 — 2015
Bachelor's, Marketing, Spanish

North Brunswick Township High School   2007 — 2011

Elon University

Alina Gelman Alina Gelman Greater New York City Area Details
Alina Gelman's Geller & Company Experience November 2013 - Present
Job Audit Associate at Holtz Rubenstein Reminick LLP
Industry Accounting
Experience
Geller & Company   November 2013 - Present
Baker Tilly Virchow Krause, LLP (formerly Holtz Rubenstein Reminick)   November 2011 - November 2013
MetLife  May 2006 - May 2008

Skills
SEC filings, GAAP, CPA, Auditing, Internal Controls, Accounting, Financial Reporting, Tax, General Ledger, Tax Preparation, Financial Accounting, Financial Analysis, Corporate Finance, Financial Modeling, US GAAP, Microsoft Excel, Financial Statements, External Audit, Corporate Tax

Education
Hofstra University   2006 — 2010
BBA, Accounting

Hofstra University   2006 — 2010
BBA, Finance

Sean Dudzik Sean Dudzik Weehawken, New Jersey Details
Sean Dudzik's Geller & Company Experience November 2014 - Present
Job Software Engineer at Geller & Company
Industry Financial Services
Experience
Geller & Company   November 2014 - Present
Geller & Company   August 2012 - Present
CGTech  February 2012 - August 2012
ABC Television  January 2012 - May 2012
Knight Radio   September 2011 - May 2012
Laerdal Medical  May 2011 - September 2011
Geek Squad  May 2008 - May 2010

Skills
SCCM, ServiceNow, Active Directory, Microsoft Office, Windows, Windows Server, Software Packaging, JavaScript, iOS, Android, Blackberry, Help Desk Support, Citrix, Blackberry Enterprise..., Linux, Adobe Creative Suite, AutoCAD, Video Editing, Photography, After Effects, Premiere, Photoshop, Adobe Audition, Network Administration, RSA SecurID, VMware Workstation, Bloomberg Terminal, Mac OS X, XenClient, Bloomberg Software, counterACT, McAfee ePO, Cisco Phone...

Education
Mount Saint Mary College   2007 — 2012
Bachelor of Arts (BA), Information Technology - Networking

William Nicholas William Nicholas Cranford, New Jersey Details
William Nicholas's Geller & Company Experience February 1995 - May 1999
Job Chief Financial Officer at Martin Bauer Group
Industry Food Production
Experience
Martin Bauer, Inc.   September 2005 - Present
Findim Investments   May 1999 - August 2005
Geller & Company   February 1995 - May 1999

Skills
Music, Boatbuilding, Strategic Planning, Editing, Financial Analysis, Marketing, New Business Development, Microsoft Excel, Budgets, Business Planning, Cross-functional Team..., Auditing, Accounting, Financial Reporting, Mergers & Acquisitions, Strategy, Business Strategy, Managerial Finance, Forecasting

Education
Edinboro University of Pennsylvania   1981 — 1985
BA, Business Administration

University of Pittsburgh   1979 — 1980
Economics

Heidi Shore, MBA Heidi Shore, MBA Greater New York City Area Details
Heidi Shore, MBA's Geller & Company Experience December 2002 - June 2013
Job Marketing Executive
Industry Financial Services
Experience
Wilkin & Guttenplan, P.C.   July 2013 - June 2015
Geller & Company   December 2002 - June 2013
MarketSource Corporation  November 1984 - March 2002
Avon  January 1981 - November 1984

Skills
Business Development, Strategic Planning, Strategy, Business Strategy, CRM, Forecasting, Corporate Finance, Cross-functional Team..., New Business Development, Financial Analysis, P&L Management, Leadership, Business Planning, Management, Due Diligence, Start-ups, Mergers & Acquisitions, Team Building, Executive Management, Marketing, Portfolio Management, Strategic Partnerships, Competitive Analysis, Marketing Management, Financial Services, Entrepreneurship, Private Equity, Sales, Financial Modeling, Venture Capital, Management Consulting, Market Research, Corporate Development, Strategic Financial..., Project Planning, Analytics, Acquisition Integration, Analysis, Finance, Investor Relations, Investments

Education
New York University - Leonard N. Stern School of Business
MBA, Marketing

Hofstra University
BA, Marketing & English Literature

Ashley Levesanos Ashley Levesanos New York, New York Details
Ashley Levesanos's Geller & Company Experience July 2015 - Present
Job Senior Financial Analyst at Geller & Company
Industry Financial Services
Experience
Geller & Company   July 2015 - Present
NERA Economic Consulting  July 2014 - July 2015
NERA Economic Consulting  February 2013 - June 2014
NERA Economic Consulting  July 2012 - January 2013
NERA Economic Consulting  July 2011 - June 2012
Council on Foreign Relations  February 2010 - August 2010
Grant Thornton  October 2009 - December 2009
Food Bank For New York City  June 2009 - August 2009

Skills
Microsoft Excel, Financial Modeling, Data Analysis, Bloomberg, Qualitative Research, Financial Analysis, Structured Finance, MBS, Project Management, Economics, Research, Econometrics, Quantitative Analytics, Analysis

Education
Colgate University   2007 — 2011
BA, Economics

Noi Noimany Noi Noimany Greater New York City Area Details
Noi Noimany's Geller & Company Experience 2009 - 2012
Job Chief of Staff | Chief Administrative Officer
Industry Financial Services
Experience
Accretive Health  2013 - 2014
Orphanages, Temples and Universities   2013 - 2013
Anchorage Capital Group, L.L.C.   2012 - 2012
Geller & Company   2009 - 2012
Colony Investment Management (Colony Capital)   2005 - 2009
ING  2004 - 2005
Citizens Bank  2003 - 2004
The Brink's Company  2001 - 2003

Education
New York University   2000 — 2001
Masters

Shippensburg University of Pennsylvania   1995 — 1999
BA

Jaimee Roberts Jaimee Roberts New York, New York Details
Jaimee Roberts's Geller & Company Experience July 2007 - July 2011
Job Vice President of Corporate Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2011 - Present
Geller & Company   July 2007 - July 2011
Bear Stearns  November 2003 - July 2007
The Hartford  1999 - 2003
Ernst & Young LLP  1994 - 1999

Skills
Financial Modeling, SEC filings, CPA, Financial Analysis, Finance, Strategic Financial..., Financial Reporting, Variance Analysis, Managerial Finance, Auditing, US GAAP, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Financial Planning, SEC Filings, Management

Education
Fordham Gabelli School of Business   2004 — 2009
MBA, Finance

Orville H. Platt High School
Honors Program

University of Hartford
BSBA, Accounting

Jason Rosenberg Jason Rosenberg Greater New York City Area Details
Jason Rosenberg's Geller & Company Experience March 2011 - Present
Job Corp FP&A, Special Projects Lead at global media/information leader
Industry Broadcast Media
Experience
Geller & Company   March 2011 - Present
Cablevision  May 2007 - June 2010
NY&Co. (JasmineSola)   March 2006 - March 2007
Telcordia Technologies  February 2003 - March 2006
C.E. Unterberg Towbin   April 1999 - January 2002

Skills
Financial Modeling, Strategy, Competitive Analysis, Analysis, Business Planning, Forecasting, Corporate Finance, Strategic Planning, Budgets, Financial Analysis, Corporate Development, Microsoft Excel, Business Analysis, PowerPoint, Competitive Intelligence, Decision Support, Budgeting, Writing, Excel, Strategy Development, Planning

Education
Fordham University - Graduate School of Business Administration   1996 — 1999
MBA, Finance & Accounting

Syracuse University   1988 — 1992
BS, Finance

Syracuse University - Martin J. Whitman School of Management   1988 — 1992
BA, Finance, Economics

James Caldwell HS   1986 — 1988

Ilnara Galiullina Ilnara Galiullina Brooklyn, New York Details
Ilnara Galiullina's Geller & Company Experience August 2013 - December 2013
Job Financial Acccounting Advisory Services Staff at EY
Industry Accounting
Experience
EY  July 2014 - Present
Geller & Company   August 2013 - December 2013
Fieldpoint Private  May 2013 - August 2013
Student Academic Consulting Center   November 2012 - May 2013

Education
Baruch College   2012 — 2014
Accounting, Economics

Kazan State University   2007 — 2010
Accounting and Finance

Lisa Pedatella Lisa Pedatella Greater New York City Area Details
Lisa Pedatella's Geller & Company Experience October 2011 - April 2013
Job Senior Manager at WeiserMazars LLP
Industry Management Consulting
Experience
WeiserMazars LLP  May 2013 - Present
Geller & Company   October 2011 - April 2013
FTI Consulting  February 2008 - November 2011
Navigant Consulting  September 2005 - March 2008
American Appraisal Associates  June 2002 - August 2005
Arthur Andersen  February 2001 - May 2002
Willow Group, Inc.   1998 - 2000

Skills
Financial Analysis, Valuation, Due Diligence, Tax, Fixed Assets

Education
New York University   2002 — 2003
Graduate Certificate, Real Estate Finance

Ithaca College   1991 — 1995
BA, History/Politcal Science

SUNY IT

SUNY IT

SUNY IT

Steve Fadem Steve Fadem Chicago, Illinois Details
Steve Fadem's Geller & Company Experience August 2009 - March 2012
Job Senior Operating Executive; CEO; COO; Thought Leader
Industry Executive Office
Experience
Global Data Sentinel   January 2014 - Present
Kirkland & Ellis LLP  April 2012 - March 2014
Geller & Company   August 2009 - March 2012
Relegence, a wholly-owned subsidiary of AOL   October 2001 - July 2009
Global Decisions Group   1999 - 2001
President, NYNEX Entertainment and Information Services   1995 - 1998
Viacom International Inc.  1993 - 1995
Multimedia Entertainment  1985 - 1992

Skills
Executive Management, Team Building, Entrepreneur, Strategic Planning, Leadership, Negotiation, Operational Excellence, Venture Capital, Investments, Outsourcing, Mergers & Acquisitions, Analysis, Leadership Development, Management, Entrepreneurship, Management Consulting, Business Strategy, Strategy, Start-ups

Education
Emory University School of Law
JD, Law

University of Pennsylvania - The Wharton School
B.S. in Economics, Finance, Political Science

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Gregory Castano Gregory Castano Houston, Texas Area Details
Gregory Castano's Geller & Company Experience February 2012 - February 2013
Job Senior IT Consultant / Lead Citrix Architect at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan  July 2013 - Present
Xclusive Solutions   May 2000 - Present
Geller & Company   February 2012 - February 2013
GE  January 2010 - January 2012

Skills
Citrix, Xen, Citrix Metaframe, VDI, vSphere, VMware ESX, VMware Infrastructure, Group Policy, Server Consolidation, VMware, Windows Server 2008, Virtualization, Active Directory, Provisioning, Windows Server, Hyper-V, Windows Server 2003, Powershell, XenServer, HP, Server Architecture, SAN, Citrix Certified..., Storage Area Networks, Disaster Recovery, Servers, Data Center, DHCP, Clustering, Storage, DNS, VBScript, Scripting, IIS, Terminal Services, Windows 7, Windows, Cloud Computing, Microsoft Technologies, Microsoft Exchange, High Availability, Cluster, VMware vSphere, Creative Solutions, Scriptwriting, Solution Architecture, Solution Development, Solution Implementation, Solution Focused, Solution Selling

Education
American InterContinental University   2005 — 2007
Bachelor of Information Technology (BAIT)

Montclair State University   1995 — 1998
Associates, Computer Science, Math

Sean Ostrower Sean Ostrower Greater New York City Area Details
Sean Ostrower's Geller & Company Experience June 2013 - Present
Job Associate at Geller & Company
Industry Financial Services
Experience
Geller & Company   June 2013 - Present
Barclays Capital  January 2012 - June 2013
Barclays Capital  December 2009 - March 2012
Bank of America  January 2009 - December 2009
Merrill Lynch  June 2006 - December 2008

Skills
Product Control, Fixed Income, Middle Office, Derivatives, Bloomberg, Financial Analysis, Bloomberg Terminal, Business Analysis, Credit Derivatives, Finance, Financial Audits, Financial Services, Interest Rate..., Process Improvement, Project Management

Education
Hofstra University   2005 — 2007
B.B.A., Finance

Lafayette College   2003 — 2005
Economics

Svitlana Sydorak Svitlana Sydorak Merrick, New York Details
Svitlana Sydorak's Geller & Company Experience September 2004 - June 2005
Job Director of Accounting Operations at ASPCA
Industry Nonprofit Organization Management
Experience
ASPCA  February 2015 - Present
SCO Family of Services  January 2014 - January 2015
JASA  August 2008 - December 2013
JASA  June 2005 - July 2008
Geller & Company   September 2004 - June 2005

Skills
Budgets, Financial Reporting, Financial Analysis, Nonprofits, Grants, Accounts Receivable, Accounts Payable, Microsoft Excel, Microsoft Office, Fundraising, Operating Budgets, Outlook, Payroll, Variance Analysis, Analysis, Accounting, Account Reconciliation, Financial Statements, General Ledger

Education
Lviv State University   1984 — 1989
Master's degree, Economics/Mathematics

Roxy Derrington Roxy Derrington Houston, Texas Area Details
Roxy Derrington's Geller & Company Experience February 2013 - December 2013
Job Tax Associate at EY
Industry Higher Education
Experience
EY  January 2015 - Present
EY  June 2014 - Present
Fordham University  August 2010 - May 2014
Geller & Company   February 2013 - December 2013
Merrill Lynch  February 2012 - May 2012
The Eighth Floor, LLC  September 2011 - December 2011
The Original Roxy   January 2008 - August 2011
Magnolia Bakery  February 2011 - May 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Research, Access, Social Media, Teamwork

Education
Fordham University   2014 — 2014
Masters, Taxation

Fordham University   2010 — 2014
Accounting

Richard Weyers Richard Weyers Greater New York City Area Details
Richard Weyers's Geller & Company Experience August 2007 - February 2008
Job Chief Operating Officer & Chief Compliance Officer at Traust Sollus Wealth Management, LLC
Industry Financial Services
Experience
Traust Sollus Wealth Management  August 2011 - Present
Legg Mason Private Portfolio Group, LLC   August 2008 - July 2011
Geller & Company   August 2007 - February 2008
Nemco Brokerage  April 2006 - July 2007
Victory Capital Management  February 1994 - November 2005

Skills
Wealth Management, Strategic Planning, Due Diligence, Investments, Project Management, Strategic Financial..., Portfolio Management, Leadership, Financial Modeling, Forecasting, Management, Insurance, Mergers & Acquisitions, Financial Services, Investment Advisory, CRM, Alternative Investments, Hedge Funds, Mutual Funds, New Business Development, Equities, Securities, Finance, Investment Management, Fixed Income, Asset Management, Asset Allocation, Capital Markets, Series 7, Fund Of Funds, Trading, Series 63, Financial Markets, Private Equity, Investment Strategies

Education
New York University - Leonard N. Stern School of Business   1996 — 1999
Master of Business Administration, Finance and Financial Management Services

Fairleigh Dickinson University

Kevin Worth Kevin Worth Greater New York City Area Details
Kevin Worth's Geller & Company Experience June 2014 - Present
Job CFO | CEO/Entrepreneur that builds and runs digital products, brands and companies
Industry Information Services
Experience
Geller & Company   June 2014 - Present
Private Equity Funds (confidential)   November 2013 - June 2014
TheStreet  September 2012 - July 2013
The Deal LLC  January 2000 - September 2012
The New York Times Company  1997 - 1999
Navigant  1991 - 1995

Skills
Strategy, Strategic Planning, Digital Media, Start-ups, Mergers & Acquisitions, Internet Entrepreneur, Result Oriented, CEOs, Change Management, Team Building, Mergers, Marketing Strategy, New Business Development, New Media, Business Planning, Strategic Partnerships, Budgets, Venture Capital, Due Diligence, Corporate Development, Digital Strategy, Sales Management, Product Development, Corporate Finance, Direct Sales, Subscription Sales, Software Project..., Financial Technology, P&L Management, Content Strategy, Databases, General Operations, Information Technology, Private Equity, Investment Banking, Hedge Funds, Legal Research, Business Strategy, Leadership

Education
Harvard Business School   1995 — 1997
MBA, General Management

Lehigh University   1987 — 1991
BS, Finance

Richard F. Vermeulen, CPA, CFE, CR.FA Richard F. Vermeulen, CPA, CFE, CR.FA Greater New York City Area Details
Richard F. Vermeulen, CPA, CFE, CR.FA's Geller & Company Experience 2000 - 2001
Job Managing Director, Forensic Accounting and Advisory Services at Thacher Associates
Industry Security and Investigations
Experience
Thacher Associates  April 2010 - Present
JH Cohn  August 2005 - April 2010
Callahan & Company   2001 - 2005
Geller & Company   2000 - 2001

Skills
Forensic Accounting, Litigation Support, Fraud, Risk Assessment, Private Investigations, Certified Fraud Examiner, Internal Controls, Internal Audit, Forensic Analysis, Accounting, Auditing, Financial Audits, CPA, Tax, Due Diligence

Education
Monmouth University
BS, Accounting

Laura Mattia MBA, CFP® Laura Mattia MBA, CFP® Sarasota, Florida Area Details
Laura Mattia MBA, CFP®'s Geller & Company Experience 2007 - 2008
Job Finance Professor/Financial Adviser/Business Owner
Industry Financial Services
Experience
Baron Financial Group (FEE-ONLY firm) and Financially Empowering Women (an educational firm)   June 2002 - Present
Rutgers Business School  September 2011 - July 2014
Geller & Company   2007 - 2008
Cendant  2005 - 2006
Telcordia Technologies  1998 - 2001
M&M/Mars   1990 - 1998
People Express Airlines  1983 - 1987

Skills
Strategy, Strategic Financial..., Leadership, Entrepreneurship, Retirement Planning, Management, Wealth Management, Finance, Strategic Planning, Small Business, Financial Services, Public Speaking, Financial Advisory, Employee Benefits, Project Planning, Financial Analysis, Budgets, Business Planning, Portfolio Management, Investments, Forecasting, Financial Planning, Financial Modeling

Education
Texas Tech University   2010 — 2015
Doctor of Philosophy (PhD), Personal Financial Planning

Montclair State University   1987 — 1990
MBA, Accounting and Finance

Montclair State University   1979 — 1982
BS, Psychology

Scotch Plain-Fanwood High School   1975 — 1978

Alex Teichman Alex Teichman Greater New York City Area Details
Alex Teichman's Geller & Company Experience September 2014 - December 2014
Job Senior Associate, Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  February 2015 - Present
Geller & Company   September 2014 - December 2014
Demetrius Berkower LLC  July 2013 - September 2014
Internal Revenue Service  April 2010 - June 2013
New York State Bar Association  September 2007 - August 2010
New York City Police Department  June 2008 - August 2008
Hofstra University  September 2007 - May 2008
Hofstra University  September 2007 - December 2007
New York City Police Department  June 2007 - August 2007
Kushner Companies  January 2006 - August 2006

Skills
Microsoft Office, CCH, LexisNexis, Westlaw, Tax, Tax Law, Legal Research, Excel, Research, PowerPoint, Analysis, Outlook, Auditing, Government, Microsoft Excel, Payroll, Tax Advisory, International Tax, Corporate Tax, Litigation, Management, Accounting, Human Resources, Nonprofits, Policy, Tax Research

Education
Hofstra University School of Law   2006 — 2009
Juris Doctorate, Taxation

Yeshiva University   1997 — 2000
BA, Psychology, Business

South shore

Gail McDonald, MBA Gail McDonald, MBA Greater New York City Area Details
Gail McDonald, MBA's Geller & Company Experience March 2010 - April 2014
Job Assistant Vice President at Nomura
Industry Financial Services
Experience
Nomura  September 2015 - Present
KPMG  April 2014 - September 2015
Geller & Company   March 2010 - April 2014
CBS Outdoor  September 2008 - March 2010
Estee Lauder  October 2003 - September 2008

Skills
Budgets, Microsoft Word, Music, Dance, Entrepreneurship, Financial Analysis, Strategic Financial..., Investments, Risk Management, Finance, Data Analysis, Forecasting, Public Speaking, Financial Reporting, Account Reconciliation, Accounting, Analysis, Financial Modeling, Corporate Finance, Financial Planning, General Ledger, Strategic Planning, Variance Analysis

Education
Hofstra University   2005 — 2008
Masters in Business Administration, Management

Kentucky State University   1994 — 1999
B.A., Economics

James Madison HS   1990 — 1994
Regents Endorsed Diploma, Law

Charles Jordan Charles Jordan Greater New York City Area Details
Charles Jordan's Geller & Company Experience 2013 - 2013
Job Principal | Braxton Finance and CFO | untapt inc
Industry Financial Services
Experience
Braxton Finance   2012 - Present
untapt, inc.   2014 - Present
Geller & Company   2013 - 2013
ConvergEx Group  2008 - 2012
ConvergEx Group  2006 - 2012
ConvergEx Group  2007 - 2008
Swiss Re  2003 - 2006
IdenTrust, Inc.   2000 - 2003
Reliance National Insurance  1989 - 2000

Skills
Accounting Standards, Acquisition Integration, Budgeting, Contract and Vendor..., Data Analysis, Due Diligence, Microsoft Excel, Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Intercompany cost..., Internal Control..., Investor and board of..., KPI implementation, Large scale project..., Long Range Planning, Month End Close, Process Improvement, Business Process..., Staff Development, Stern Stewart EVA models, Team Leadership, Variance Analysis, Mergers & Acquisitions, Project Management, Strategic Financial..., Budgets, Accounting, Analysis, Finance

Education
Penn State Smeal MBA Program   1987 — 1989
Master of Business Administration (M.B.A.)

Clarkson University   1981 — 1985
Bachelor's Degree

Karen Schur Karen Schur Greater New York City Area Details
Karen Schur's Geller & Company Experience May 2011 - Present
Job at Geller & Company
Industry Human Resources
Experience
Geller & Company   May 2011 - Present
3i Group plc  July 2010 - May 2011
3i Group plc  May 2008 - July 2010
Axion LLC  August 2006 - April 2008

Skills
Talent Acquisition, Talent Management, Employee Relations, Human Resources, Recruiting, Employee Benefits, Performance Management, Applicant Tracking..., HRIS, Onboarding, Employee Engagement, Benefits Administration, Organizational..., Payroll, Internet Recruiting, HR Policies, Personnel Management, Temporary Placement, Strategy

Education
Hobart and William Smith Colleges   2002 — 2006
BA, Political Science

Dana Hall School   1998 — 2002

Stacy Heffner Stacy Heffner Greater New York City Area Details
Stacy Heffner's Geller & Company Experience December 2005 - April 2008
Job Divisional Controller at ITW Covid Security Group
Industry Security and Investigations
Experience
ITW COVID Security Group   April 2015 - Present
Marquis Who's Who  December 2010 - February 2015
NYK Line  April 2008 - November 2009
Geller & Company   December 2005 - April 2008
CDG Management  June 2004 - December 2005
Pattco Printer Systems   April 2001 - June 2004

Skills
Financial Accounting, Financial Analysis, Financial Forecasting, Budgeting, Financial Reporting, Cash Flow, General Ledger..., Account Reconciliation, General Ledger, Fixed Asset Management, Cash Management, Accounts Payable, Accounts Receivable, Disbursements, Cash Receipts, Inventory Analysis, SOX, SEC reporting, 10K, 10Q, US GAAP, IFRS, Payroll Processing, ADP Payroll, human resources, Benefits, Employee Benefits, Staff Management, Staff Supervision, Staff Development, Staff Training, Payroll, Reconciliations, Journal Entries, Forecasting, Budget Analysis, Cash, Variance Analysis, GAAP, Revenue Recognition, Internal Controls, Reconciliation, Fixed Assets, Accruals, Consolidation, Quickbooks, Great Plains, Cost Accounting, JD Edwards, Great Plains Software

Education
Strayer University-Delaware   2013 — 2015
Master of Business Administration (MBA), Accounting

Georgia State University   1995 — 1998
BBA, Accounting

Elisabetta D'Aleo Elisabetta D'Aleo Greater New York City Area Details
Elisabetta D'Aleo's Geller & Company Experience April 2013 - Present
Job Senior Analyst at Geller & Company
Industry Accounting
Experience
Geller & Company   April 2013 - Present
AMC Networks  July 2011 - April 2013
Cablevision  July 2007 - July 2011
Ivy Asset Management  December 2006 - May 2007
Weiser, LLP  November 2004 - November 2006
The Whitmore Group  2000 - 2004

Skills
Accounting, Auditing, Budgets, Financial Analysis, Financial Statements, General Ledger, Journal Entries

Education
Hofstra University

Chris Lonner Chris Lonner Greater New York City Area Details
Chris Lonner's Geller & Company Experience October 2014 - Present
Job Senior Consultant at Towers Watson
Industry Human Resources
Experience
Geller & Company   October 2014 - Present
Towers Watson  January 2010 - September 2014
Watson Wyatt Worldwide  October 1998 - December 2009
Merrill Lynch  October 2006 - April 2008
PricewaterhouseCoopers  July 1995 - October 1998
WF Corroon   June 1977 - June 1995

Skills
Executive Pay, Consulting, Deferred Compensation, Defined Benefit, Employee Benefits, Employee Engagement, HR Consulting, HR Transformation, Human Capital, Incentive Programs, Job Evaluation, Management Consulting, Mergers, Organizational Design, Pensions, Performance Management, Succession Planning, Talent Management

Education
University of California, Berkeley, Haas School of Business   1987 — 1989
MBA, Business

San Francisco State University   1982 — 1984

San Francisco State University   1980 — 1984
BA, Political Science

Georgetown University   1978 — 1979

Lesa Davis Lesa Davis Greater New York City Area Details
Lesa Davis's Geller & Company Experience March 2011 - Present
Job Manager, Financial Process Risk Assessment & Controls at Geller & Company
Industry Accounting
Experience
Geller & Company   March 2011 - Present
BTQ Financial  May 2010 - May 2011
AICPA  October 2005 - May 2010
Zurich Financial Services  September 2004 - October 2005
Guardian Life Insurance  September 2002 - September 2004
PricewaterhouseCoopers  January 1996 - January 2002
Leaf, Saltzman, Manganelli, Pfeil & Tendler   January 1994 - January 1996

Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Analysis, Business Analysis, Business Process..., CPA, Finance, Financial Analysis, General Ledger, Strategy, Management, SEC Filings

Education
Hofstra University   1991 — 1993
MBA, Accounting

University of Utah   1982 — 1986
BS, Finance

Brian Walls, CFA, FRM Brian Walls, CFA, FRM Greater New York City Area Details
Brian Walls, CFA, FRM's Geller & Company Experience October 2002 - April 2006
Job Vice President at Deutsche Bank AG
Industry Investment Banking
Experience
Deutsche Bank  April 2011 - Present
Natixis  April 2006 - April 2011
Geller & Company   October 2002 - April 2006
Park Electrochemical Corporation   June 2000 - October 2002
The NPD Group Inc.  1997 - 2000
Temco Service Industries  1996 - 1997

Skills
CFA, FRM, Risk Management, Bloomberg Terminal, Financial Risk..., Chartered Financial..., Financial Modeling, Financial Risk, Credit Risk, Valuation, Hedge Funds, Banking, Finance, Bloomberg, Portfolio Management, VBA, Investment Banking, Credit, Capital Markets, Derivatives, Fixed Income

Education
GARP   2009 — 2009
FRM, Financial Risk Management

CFA Institute   2005 — 2007
CFA, CFA Curriculum

Hofstra University   1994 — 1996
MBA, Finance

Stony Brook University   1986 — 1990
Bachelors, Engineering Science

Christine Wong Christine Wong Greater New York City Area Details
Christine Wong's Geller & Company Experience September 2013 - December 2013
Job Analyst at Barclays
Industry Banking
Experience
Barclays  June 2015 - Present
Barclays  June 2014 - August 2014
Refinery29, Inc.   January 2014 - May 2014
Geller & Company   September 2013 - December 2013
Natural Resources Canada  June 2013 - August 2013
Anvil Advisors  December 2011 - December 2012
SILENT Models  December 2011 - May 2012
Club Monaco  March 2011 - May 2012
Fruits & Passion  August 2010 - June 2011

Skills
Piano Performance, Microsoft Office, HTML/XML, OS X, Piano, Customer Service, Sales, Social Media, Microsoft Excel, Entrepreneurship, Financial Analysis, Research, QuickBooks, Marketing, Analysis, PowerPoint, Microsoft Word

Education
New York University - Leonard N. Stern School of Business   2011 — 2015
Bachelor of Commerce degree, Finance and Accounting

Mount Douglas Secondary School   2007 — 2011
High School Diploma

HEC Paris

DeVonta Williams DeVonta Williams Greater New York City Area Details
DeVonta Williams's Geller & Company Experience April 2010 - June 2015
Job Chief Financial Officer
Industry Financial Services
Experience
Geller & Company   April 2010 - June 2015
Deloitte Consulting  2007 - 2010
The Bank of Tokyo-Mitsubishi UFJ, Ltd  March 2003 - August 2007
Bank of Tokyo-Mitsubishi UFJ  February 2002 - March 2003
ING Nederland  April 2000 - September 2001
ING Nederland  August 1999 - April 2000
Morgan Stanley  March 1993 - August 1999

Skills
Finance, Operations Management, CFO & Business Manager, Forecasting, Financial Analysis, Business Strategy, Budgets, Analysis, Business Analysis, Management Consulting, Process Improvement, Financial Reporting, Vendor Management, Strategic Financial..., Internal Controls, Financial Accounting, Variance Analysis, SAP, PMO, General Ledger, Account Reconciliation, Management, Business Planning, Leadership, Business Process, Project Finance, Project Management, Access, Accounting, Business Process..., Auditing, Change Management, Managerial Finance, Project Portfolio..., Risk Management, Financial Planning

Education
New York University
BS Social Science & Economics, Macro Econ & World Studies

Hui Yi Liang Hui Yi Liang Brooklyn, New York Details
Hui Yi Liang's Geller & Company Experience July 2012 - August 2012
Job Operations Analyst at J.P. Morgan; America Needs You Alumni
Industry
Experience
J.P. Morgan   Operations Summer AnalystJ.P. MorganJune 2014 - August 2014
NYC Department of City Planning  February 2014 - April 2014
Fordham University  June 2013 - April 2014
Yaffed   June 2013 - July 2013
Geller & Company   July 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Time Management

Education
Fordham University   2011 — 2015
Bachelor’s Degree

Stuyvesant High School   2007 — 2011

Evelyn Perez-Alonso Evelyn Perez-Alonso Greater New York City Area Details
Evelyn Perez-Alonso's Geller & Company Experience November 2005 - September 2008
Job Housekeeping Staffing Coordinator at Waldorf Astoria New York
Industry Hospitality
Experience
Waldorf Astoria New York  September 2008 - Present
Waldorf Astoria New York  November 2008 - March 2009
Waldorf Astoria New York  February 2006 - September 2008
Geller & Company   November 2005 - September 2008
Waldorf Astoria New York  June 2003 - February 2006

Skills
Customer Service, Scheduling, OnQ, Watson, HotSOS, Timesaver, Schedules, Training, Hotels, Hospitality Industry, Hospitality

Education
CUNY New York City College of Technology
Hospitality Administration/Management

John Patello John Patello Greater New York City Area Details
John Patello's Geller & Company Experience 2002 - 2003
Job Vice President of Finance, Quick International Courier
Industry Package/Freight Delivery
Experience
Quick International Courier  May 2007 - Present
Foster Wheeler, Inc.   March 2002 - December 2006
Geller & Company   2002 - 2003
Lucent Technologies  1997 - 2001
Lucent Technologies  1993 - 1997
AT&T Capital Corp.   1991 - 1993
JER Company   1990 - 1991
AT&T  1985 - 1990
Export-Import Bank of the United States  1980 - 1985
United States Life Insurance Company  1977 - 1980

Skills
Forecasting, Corporate Finance, Mergers, Budgets, Accounting, Strategy, Operations Management, Strategic Planning, Business Development, Management, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Mergers & Acquisitions, Project Planning, Negotiation, Strategic Financial..., Logistics, Treasury, Strategic Partnerships, Leadership, Business Planning, Process Improvement, Finance, Managerial Finance, Start-ups, Financial Planning

Education
Pace University - Lubin School of Business   1980 — 1986
MBA, Financial Economics

CFA Institute   1997 — 1997
CFA Level 1, Finance

Massachusetts Institute of Technology - Sloan School of Management   1986 — 1986
Exec Finance Program, Finance

New Jersey City University   1972 — 1976
BA, Biology & Secondary Education

Hudson Catholic High School   1968 — 1972
HS Diploma, College Prep

Amit Khanna Amit Khanna San Francisco Bay Area Details
Amit Khanna's Geller & Company Experience 2001 - 2003
Job Fellow Mission Investing at The Schmidt Family Foundation
Industry Law Practice
Experience
The Schmidt Family Foundation   June 2015 - Present
Columbia Startup Lab   June 2014 - Present
Afropunk LLC  April 2013 - Present
Traveling Spoon   December 2012 - Present
Fenwick and West  August 2011 - June 2015
Sparkseed  May 2009 - September 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP   September 2007 - July 2011
Beginning with Children Foundation  2010 - 2011
Geller & Company   2001 - 2003

Skills
Corporate Law, Mergers & Acquisitions, Venture Capital, Joint Ventures, Corporate Governance, Start-ups, Mergers, Private Equity, Investments, Restructuring, Due Diligence, Legal Research, Legal Writing, Strategy, Entrepreneurship, Management, Intellectual Property

Education
Columbia Law School   2004 — 2007
JD, Law

Cornell University   2004 — 2005

New York University   2000 — 2004
BA, Politics; Philosophy

Ian Kelley Ian Kelley New York, New York Details
Ian Kelley's Geller & Company Experience July 2010 - May 2012
Job Systems Engineer at Strike Technologies, LLC
Industry Information Technology and Services
Experience
Strike Technologies, LLC  June 2012 - Present
Geller & Company   July 2010 - May 2012

Skills
Linux, Networking, Java Enterprise Edition, Security, VMware, Network Security, Java, Active Directory, Cisco Technologies, MySQL, Software Development, Distributed Systems, Android, Windows, Python, jQuery, Windows Server, Hardware, Microsoft Exchange, Telecommunications, Disaster Recovery, SQL

Education
Pace University   2009 — 2011
Master of Science, Information Systems

NYU   2011 — 2012
Certificate, Java Programming

SUNY Albany   2004 — 2008
Bachelors of Science, Mathematics & Information Science [Majors], Business [Minor]

Mengjie Chen Mengjie Chen Greater New York City Area Details
Mengjie Chen's Geller & Company Experience August 2015 - Present
Job Financial Analyst Intern at Geller & Company
Industry Financial Services
Experience
Geller & Company   August 2015 - Present
Ogilvy Public Relations  December 2014 - January 2015
KPMG  July 2012 - August 2012
HSBC  December 2011 - January 2012

Skills
Accounting, Microsoft Excel, Microsoft Office, Data Analysis, Financial Modeling, Organization Skills, Access, Teamwork, Research, Interpersonal Skills, Analysis, Public Speaking, Microsoft Word, Bloomberg Terminal, SAP

Education
William E. Simon School of Business   2014 — 2015
Master of Science (M.S.), Finance

Indiana University - Kelley School of Business   2009 — 2013
Bachelor's degree, Accounting and Finance, Diploma

Kate Gusin Kate Gusin New York, New York Details
Kate Gusin's Geller & Company Experience September 2014 - June 2015
Job A corporate finance professional with over 15 years of Valuation, Forecasting and M&A experience
Industry Financial Services
Experience
Geller & Company   September 2014 - June 2015
Thomson Reuters  June 2009 - September 2014
Factset Research Systems  September 2007 - August 2009
Pictet and Cie   July 2006 - September 2006
Cerberus Capital Management  March 2003 - August 2005
CIBC World Markets  July 2000 - October 2002

Skills
Corporate Finance, Financial Analysis, Investment Banking, Investments, Valuation, Due Diligence, Finance, Emerging Markets, Mergers & Acquisitions, Strategy, M&A experience, Investor Relations, Forecasting, Analytics, Research, M&A due diligence, Strategic Planning, Corporate FP&A, Capital Budgeting, Capital Projects

Education
The University of Chicago - Booth School of Business   2005 — 2007
MBA, Finance and Economics

Georgetown University   1996 — 2000
MSB, Finance and International Business

Luisa Zapata Luisa Zapata New York, New York Details
Luisa Zapata's Geller & Company Experience October 2012 - July 2014
Job Analyst at Samson Capital Advisors
Industry Investment Management
Experience
Samson Capital Advisors  September 2014 - Present
Geller & Company   October 2012 - July 2014
Precision Trading Corp  June 2012 - August 2012
Global Nomads Group  January 2012 - May 2012
Oxbridge Power and Politics   May 2011 - June 2011

Skills
Fixed Income, Bloomberg Terminal, Fixed Income Analysis, Data Analysis, Portfolio Performance..., Client Presentation, Financial Analysis, Portfolio Assessment, Microsoft Excel, Research, Market Research, Management, PowerPoint, Program Management, Program Development, Microsoft Word, Public Policy, Politics, Adobe Acrobat, iWork, Social Media, Leadership

Education
Fordham University   2010 — 2014
Bachelor's Degree, International Studies

Albert Olechnowicz, FLMI Albert Olechnowicz, FLMI Eastchester, New York Details
Albert Olechnowicz, FLMI's Geller & Company Experience June 2004 - June 2005
Job Vice President Controller at Swiss Re America Holding Corporation
Industry Insurance
Experience
Swiss Re  June 2005 - Present
Geller & Company   June 2004 - June 2005

Skills
Oracle Applications, Microsoft Office, Microsoft Excel, SAP, Microsoft Word, Access, FSA, Hyperion Enterprise, FDS, PowerPoint, Account Reconciliation, GAAP, Accounting, Process Improvement, Financial Statements, Financial Reporting, Finance, Financial Analysis, Analysis, Variance Analysis, Insurance

Education
Fordham University   2000 — 2004
Bachelor of Science (BS), Accounting

Barbara Schmidt-Kemp Barbara Schmidt-Kemp Greater New York City Area Details
Barbara Schmidt-Kemp's Geller & Company Experience December 2005 - August 2008
Job
Industry Management Consulting
Experience
Coldwell Banker Real Estate  September 2014 - Present
North Star Consultants LLC   October 2011 - Present
Paladin Consultants   November 2008 - Present
Dress for Success Morris County  October 2011 - July 2014
Geller & Company   December 2005 - August 2008
Ernst & Young  December 1998 - November 2005
Human Strategies and Solutions Inc.   July 1996 - November 1998
Schering-Plough  1979 - 1996
Nabisco  July 1977 - July 1979

Skills
Strategic Planning, Management Consulting, Change Management, Human Resources, Brainstorm Facilitation, Strategic Human..., Business Planning, Experienced Change Agent, Performance Management, Gap Analysis, Career Path Planning, Performance Based Design, Outcomes management, Talent Management, Strategy, Management, Business Development, Outsourcing, CRM, Succession Planning, Recruiting, Executive Coaching, Marketing, Business Performance..., Consulting, Employee Benefits, Personnel Management, Team Building, Deferred Compensation, Budgets

Education
Lycoming College   1972 — 1976
B.A., Sociology/Anthropology

Darden Executive Human Resources Program

INSEAD Executive Management Program

Cornell Executive Human Resources Program

Fabio Simonelli, CPA, MST Fabio Simonelli, CPA, MST Los Angeles, California Details
Fabio Simonelli, CPA, MST's Geller & Company Experience January 2011 - November 2011
Job Tax Senior Associate at Romo Incentives Group
Industry Accounting
Experience
Romo Incentives Group   January 2014 - Present
Axiom Solutions  December 2012 - December 2013
Mid-Sized CPA Firm in New York   December 2011 - 2012
Geller & Company   January 2011 - November 2011
Deloitte  March 2010 - December 2010
Ernst & Young  October 2007 - March 2010
Ernst & Young  June 2006 - August 2006

Skills
CPA, Tax Research, State and Local Tax, State and Local Tax..., Federal Tax Credits and..., Corporate Tax, Project Management, Income Tax, Tax Accounting, Financial Reporting, Accounting, International Tax, Tax Preparation, Partnership Taxation, Tax, Tax Returns, GAAP, Big 4

Education
Fordham Gabelli School of Business   2007 — 2007
Masters in Taxation, Taxation, Accounting, Finance

Fordham University   2003 — 2007
Bachelors in Accounting, Accounting, Business Mangement, Finance, Law

Sue Martin Sue Martin Washington D.C. Metro Area Details
Sue Martin's Geller & Company Experience September 2013 - Present
Job COO supporting Legal
Industry Information Services
Experience
Geller & Company   September 2013 - Present
Geller & Company   July 2012 - September 2013
Thomson Reuters  January 2012 - July 2012
Thomson Reuters  April 2011 - January 2012
Thomson Reuters  January 2010 - April 2011
Thomson Reuters  June 2007 - January 2010
Thomson Learning  August 2000 - June 2007
Thomson Learning  August 1997 - August 2000
Futuro Inc.   July 1995 - August 1997
Futuro Inc.   May 1994 - July 1995

Skills
Mergers, Financial Analysis, Forecasting, Acquisition Integration, Financial Modeling, Strategic Planning, Managerial Finance, Corporate Finance, Business Strategy, Sarbanes-Oxley Act, Due Diligence, Restructuring, Cross-functional Team..., Process Improvement

Education
General Electric Financial Management Program   1982 — 1985
MBA Equiv.

DePauw University   1979 — 1982
BA, Political Science

Parkway West

Julie Y. Kim Julie Y. Kim Greater New York City Area Details
Julie Y. Kim's Geller & Company Experience 2007 - March 2009
Job CEO TechFinance CFO
Industry Financial Services
Experience
TechFinance CFO   May 2004 - Present
Geller & Company   2007 - March 2009
ANZ Investment Bank  January 2001 - May 2004
Citibank  January 1998 - December 2001
Verizon  1994 - 1998
Verizon  1994 - 1998

Skills
Capital Raising, Restructuring, Private Equity, Mergers, Corporate Finance, Start-ups, Strategy, Management Consulting, Strategic Financial..., Business Strategy, Forecasting, Finance, Business Development, Strategic Planning, Equities, Accounting, Budgets, Banking, Project Finance, Mergers & Acquisitions, Risk Management, Investments, Venture Capital, Entrepreneurship, Portfolio Management, Corporate Development, Financial Modeling, Management, Investor Relations, Financial Services, Executive Management, Investment Banking, Leadership, Emerging Markets, Outsourcing, Financial Analysis, Due Diligence, Structured Finance, Cash Flow, Valuation

Education
Duke University - The Fuqua School of Business
MBA, Finance

Washington University in St. Louis
BA, Economics & International Development

Jessie Cho Jessie Cho Bronx, New York Details
Jessie Cho's Geller & Company Experience September 2015 - Present
Job Accounting Intern at Geller & Company
Industry Accounting
Experience
Geller & Company   September 2015 - Present
PriceWaterhouseCoopers Korea   July 2014 - August 2014
Seoul City Hall   June 2012 - August 2012
Saint James School  August 2010 - June 2012

Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Mathematics, Time Management, Management, Accounting, Access, QuickBooks, Leadership, Finance, Teamwork

Education
Fordham University   2012 — 2016
Bachelor of Science (BS), Public Accountancy

Saint James School   2008 — 2012

Rima Radheshwar Rima Radheshwar Chicago, Illinois Details
Rima Radheshwar's Geller & Company Experience January 2013 - August 2014
Job Division Business Analyst, Central at William Grant & Sons
Industry Financial Services
Experience
William Grant & Sons  January 2015 - Present
Livingston International  October 2014 - December 2014
Geller & Company   January 2013 - August 2014
NBCUniversal, Inc.   November 2011 - December 2012
Starwood Hotels & Resorts Worldwide, Inc.   May 2010 - November 2011
Starwood Hotels & Resorts Worldwide, Inc.   September 2008 - May 2010
Starwood Hotels & Resorts Worldwide, Inc.   July 2007 - September 2008
Circle K  July 2006 - July 2007
WageWorks  2004 - 2006

Skills
Corporate Finance, Corporate FP&A, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Financial Audits, Budget, Capital Budgeting, Budget Process, Operating Budgets, Department Budgeting, Budget Reconciliation, Revenue, Revenue Analysis, Revenue Forecasting, Cash Flow, Cash Flow Forecasting, P&L Analysis, Budget P&L, P&L Forecasting, Balance Sheet, Internal Audit, SAP, SAP R/3, SAP BW, SAP BI, Oracle Applications, Hyperion Enterprise, Hyperion HFM, Hyperion Reports, Microsoft Excel, Budgets, Finance, General Ledger, Variance Analysis, Management

Education
Michigan State University   1999 — 2003
BA

Scott Kesler Scott Kesler Greater New York City Area Details
Scott Kesler's Geller & Company Experience September 2011 - Present
Job Head of Talent Acquisition and Executive Search at Geller & Company
Industry Financial Services
Experience
Geller & Company   September 2011 - Present
Rockwood Search Associates  2008 - September 2011
The Response Companies  May 2003 - April 2008
The Quest Organization  September 2001 - March 2003
Sapient  2000 - 2001
e-Steel   1999 - 2000
Accounting Solutions  1998 - 1999
Accountants Executive Search   1995 - 1998
Don Richard Associates  1994 - 1995

Skills
Full-cycle Recruiting, Sales Management, Direct Sourcing, Executive Search, Applicant Tracking..., Benefits Negotiation, Talent Acquisition, Technical Recruiting, Recruiting, Internet Recruiting, Hedge Funds, Human Resources, Onboarding, Permanent Placement, College Recruiting, Contract Recruitment, Staffing Services, Accounting, Temporary Staffing, Talent Management, Finance, Financial Services, Employee Relations, SDLC, Strategy, Screening, Temporary Placement, Personnel Management, Management, Sourcing, New Business Development, Sales, Screening Resumes, Vendor Management, Interviews, Start-up Ventures, Networking

Education
University of Maryland College Park   1990 — 1993
BS, Finance

Lafayette College   1989 — 1990

Pikesville High School   1985 — 1989
High School Diploma

Ben Jackson, MBA Ben Jackson, MBA Greater New York City Area Details
Ben Jackson, MBA's Geller & Company Experience September 2003 - March 2004
Job Professional Accountant, Mentor, & Certified Coach, Teacher and Speaker
Industry Accounting
Experience
The John Maxwell Company  August 2015 - Present
National Association of Black Accountants  July 2011 - Present
Beiersdorf, Inc  February 2010 - February 2015
National Black MBA Association - Westchester Greater Connecticut Chapter WGC)   January 2012 - December 2013
National Association of Black Accountants  July 2009 - June 2011
National Black MBA Association - Westchester Greater Connecticut Chapter WGC)   August 2009 - September 2010
Beiersdorf North America  October 2006 - February 2010
Beiersdorf North America  October 2004 - October 2006
Beiersdorf North America  June 2004 - October 2004
Geller & Company   September 2003 - March 2004

Skills
Accounting, US GAAP, IFRS, SAP, ERP, Analysis, Budgeting, Capital Budgeting, Inventory Management, P&L Management, Financial Accounting, Cost Center Accounting, Cost Accounting, Presentation Preparation, Event Management, Group Presentations, Web Design, Microsoft Office, Excel, Public Speaking, Mentoring, Youth Mentoring, Microsoft Excel, Budgets, QuickBooks, Quicken, Accounts Receivable, Sarbanes-Oxley Act, Auditing, Financial Analysis, General Ledger, Access, Account Reconciliation, Management, Finance, Managerial Finance, Forecasting, Cross-functional Team..., Business Process, JD Edwards, Fixed Assets, GAAP, Cost Center Management, Leadership, Internal Controls, Accounts Payable, Consolidation, Financial Statements, Variance Analysis, Strategic Financial...

Education
New York Institute of Technology   2005 — 2007
MBA, Accounting & Information Systems

Xavier University of Louisiana   1993 — 1997
BS, Accounting

Cathedral Prepartory Seminary   1989 — 1993
HS

Diane Redvanly Diane Redvanly Greater New York City Area Details
Diane Redvanly's Geller & Company Experience 2007 - 2010
Job Vice President, Accounting Control at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2011 - Present
Geller & Company   2007 - 2010
JPMorgan Chase  2005 - 2007
Westcon  2003 - 2005
ADP  1996 - 2003

Skills
Leadership, Management, Financial Analysis, Accounting, Team Building, Financial Reporting, Risk Management, Finance, Forecasting, Financial Modeling, Mergers & Acquisitions, Internal Controls, Managerial Finance, Negotiation, Mergers, Sarbanes-Oxley Act, Unclaimed Property, Fixed Assets, Payroll, Global Compensation, Risk Assessment, Project Management, equity method of..., Cash Flow Forecasting

Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (M.B.A.)

Montclair State University
Bachelor's Degree, Accounting

Michael Curran Michael Curran Greater New York City Area Details
Michael Curran's Geller & Company Experience January 2013 - Present
Job CFO :Privately Held Global Technology Firm
Industry Information Services
Experience
Geller & Company   January 2013 - Present
Geller & Company   May 2012 - January 2013
Private  December 2011 - May 2012
RR Donnelley (Acquired Bowne & Co 2011)   March 2011 - December 2011
Bowne (Acquired by RR Donnelley 2011)   September 2008 - March 2011
Capital Systems (acquired by Bowne & Co)   January 2008 - September 2008
LexisNexis  September 2004 - December 2007
lisacurran.com   1998 - 2004
Bankers Trust/ Citi/ DLJ   1991 - 1998

Skills
Start-ups, Restructuring, Change Management, Team Building, Skillshare, Entrepreneurship, Social Media, Product Development, Product Management, Forecasting, Project Planning, Management Consulting, Strategy, New Business Development, Mergers & Acquisitions, Business Development, Strategic Planning, E-commerce, Process Improvement, Budgets, Financial Analysis, Human Resources, Leadership, Analysis, Executive Management, Management, Accounting, Business Process, Business Process..., Business Planning, Business Strategy, Pricing, Finance, Competitive Analysis, Strategic Partnerships

Education
Fordham Gabelli School of Business
MBA, International Finance

Lehigh University
BS, Finance

Jami Bisetti Neary Jami Bisetti Neary Greater New York City Area Details
Jami Bisetti Neary's Geller & Company Experience October 2011 - April 2013
Job ManagerCost Segregation Services at WeiserMazars LLP
Industry Real Estate
Experience
WeiserMazars LLP  May 2013 - Present
Geller & Company   October 2011 - April 2013
FTI Consulting  February 2008 - October 2011
Navigant Consulting  October 2005 - February 2008
American Appraisal Associates  June 2002 - October 2005
Arthur Andersen  September 2001 - May 2002

Skills
Strategic Planning, Strategy, Business Process..., Appraisals, Process Improvement, Due Diligence

Education
New York University   2003 — 2005
Grad Certificate

Lehigh University   1997 — 2001
BA

Christopher Judge Christopher Judge Greater New York City Area Details
Christopher Judge's Geller & Company Experience July 2014 - Present
Job Relationship Manager at Geller & Company
Industry Financial Services
Experience
Geller & Company   July 2014 - Present
Ernst & Young  January 2012 - June 2014
WTAS / HSBC   November 2006 - January 2012
DFAS  March 2005 - November 2006
Morgan Stanley  November 2002 - November 2006
Arthur Andersen LLP  January 2000 - November 2002

Education
Fordham University   1993 — 1997

Eileen Gallagher, ACC, SPHR Eileen Gallagher, ACC, SPHR Greater New York City Area Details
Eileen Gallagher, ACC, SPHR's Geller & Company Experience April 2013 - Present
Job Leadership Coach & Professional Development Specialist at Geller & Company
Industry Financial Services
Experience
Geller & Company   April 2013 - Present
Geller & Company   July 2010 - April 2013
Geller & Company   September 1997 - July 2010
Geller & Company   September 1988 - September 1997

Skills
Talent Management, Performance Management, Customer Retention, 360 Feedback, Organizational..., Human Resources, Employee Relations, HRIS, Strategy, Recruiting, Leadership Development, Interviews, Leadership, Executive Coaching, Training, Personnel Management, Coaching, Management, Policy, Team Building, Program Management, Business Development, Conflict Resolution

Education
Georgetown University   2013 — 2013
Certificate in Leadership Coaching

Fordham University
BS, Psychology

Hunter College
MS, Psychology, Dance Therapy

Agnes Toomey Agnes Toomey Greater New York City Area Details
Agnes Toomey's Geller & Company Experience February 2008 - June 2008
Job Application Consultant at United ERP, LLC
Industry Management Consulting
Experience
United ERP, LLC   March 2011 - Present
Oberon Media  May 2010 - February 2011
Sony Music Entertainment  July 2008 - April 2010
Geller & Company   February 2008 - June 2008
Bertelsmann Direct Group   January 2006 - November 2007
BMG Columbia House  July 2005 - December 2006
Columbia House  1982 - 2005
CBS, Inc.   1977 - 1981

Skills
Project Management, Budgets, Team Leadership, Licensing, Financial Analysis, Strategic Planning

Education
Fairleigh Dickinson University   2008 — 2009
Paralegal Certificate, with Honors, ABA-Approved

French Institute - Alliance Française   2004 — 2005
Advance French Diploma, French Language

Rutgers University-New Brunswick   1973 — 1977
BA, Economics - Business

Denise Durando Denise Durando Greater New York City Area Details
Denise Durando's Geller & Company Experience February 2005 - June 2006
Job Independant Staffing Consultant at Self Employed
Industry Human Resources
Experience
Self Employed  December 2008 - Present
AccountAbilities  August 2008 - December 2008
PricewaterhouseCoopers  January 2008 - July 2008
Pfizer, Inc.   June 2007 - December 2007
Bloomberg  June 2006 - June 2006
Geller & Company   February 2005 - June 2006
MasterCard International  April 2004 - November 2004

Education
Lehigh University   1983 — 1987

Ramesh Balachandran Ramesh Balachandran Greater New York City Area Details
Ramesh Balachandran's Geller & Company Experience December 2004 - Present
Job Chief Financial Officer Global Data MultiBillion Dollar Privately Held Global Technology Firm
Industry Information Technology and Services
Experience
Multi-Billion Dollar Privately Held Global Technology Firm   January 2013 - Present
Geller & Company   December 2004 - Present
Morley Fund Management  March 2002 - July 2004
Westpac, Macquarie Bank, ING Australia   July 2000 - February 2002
Credit Suisse First Boston  April 1999 - April 2000
Deloitte  February 1996 - April 1999

Education
Macquarie University   1996 — 1999
Masters, Commerce

University of Sydney   1993 — 1996
Bachelor, Commerce

Craig Loo Craig Loo New York, New York Details
Craig Loo's Geller & Company Experience May 2012 - November 2013
Job Senior System Administrator at Z Capital Group, L.L.C.
Industry Information Technology and Services
Experience
Z Capital Group, L.L.C.   April 2015 - Present
AIG  November 2013 - April 2015
Geller & Company   May 2012 - November 2013
Ivory Investment Management   March 2007 - December 2011
Moore Capital Management  2000 - 2007
Deutsche Bank  January 1996 - May 2000

Skills
Active Directory, Citrix, Windows Server, Windows, VMware, Windows Server 2003, Microsoft Office, Excel, VMware Certified..., Microsoft Certified IT..., Avaya VOIP, Blackberry Enterprise..., Windows Server 2008, Juniper Firewall, Scripting, Microsoft Excel

Education
Hofstra University
MBA, Finance

State University of New York at Albany

Mariano Amador Mariano Amador Greater New York City Area Details
Mariano Amador's Geller & Company Experience August 2011 - Present
Job Division CFO, Multi Billion Information Technology & Media Leader at Geller & Company
Industry Information Services
Experience
Geller & Company   August 2011 - Present
Geller & Co   June 2010 - July 2011
D&B  January 2006 - June 2010
D&B  March 2005 - January 2006
D&B  December 2003 - March 2005
General Chemical Industrial Products  November 2000 - December 2003

Skills
General Financial..., Strategy, Mergers, Management, Leadership, Business Planning, Business Analysis, Analysis, Analytics, Financial Modeling, Business Development, Managerial Finance

Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)

Hofstra University
Bachelor’s Degree

New Jersey Institute of Technology
Master's Degree

Mark Snipe Mark Snipe Greater Denver Area Details
Mark Snipe's Geller & Company Experience 2005 - 2006
Job Founder at Sully & Co., LLC
Industry Apparel & Fashion
Experience
Sully & Co., LLC   October 2013 - Present
Lacoste Footwear (Pentland Brands)   January 2012 - July 2013
Ralph Lauren  April 2007 - January 2012
Rainbow Media Holdings  2006 - 2007
Geller & Company   2005 - 2006
General Electric/Vivendi Universal   2000 - 2004
Bank of America  1997 - 1999

Skills
Financial Analysis, Strategic Financial..., Finance, Marketing Strategy, Forecasting, Strategic Planning, Business Planning, Strategic Partnerships, Mergers, Business Strategy, Product Development, Mergers & Acquisitions, Business Development, New Business Development

Education
New York University - Leonard N. Stern School of Business   1995 — 1997
M.B.A., Finance and Accounting

Cornell University   1988 — 1992
Bachelor of Science, Applied Economics and Business Management

Mark Ratafia Mark Ratafia Greater New York City Area Details
Mark Ratafia's Geller & Company Experience January 2001 - August 2003
Job Managing Director at Beacon CPA
Industry Accounting
Experience
Beacon CPA   September 2003 - Present
Geller & Company   January 2001 - August 2003
Goldstein Golub & Kessler, P.C.   June 1995 - December 2000
KPMG Peat Marwick & Perelson Weiner   August 1991 - May 1995

Education
Fordham Gabelli School of Business   1989 — 2001
MBA, Accounting

Fordham Gabelli School of Business   1989 — 1991
Masters, Taxation

Tannenbaum College   1985 — 1989
Research Fellow

New York University   1983 — 1984
BA, History

Washington University in St. Louis   1980 — 1982
n/a, History

Jojy Alex, MBA Jojy Alex, MBA Greater New York City Area Details
Jojy Alex, MBA's Geller & Company Experience January 2013 - April 2014
Job
Industry Accounting
Experience
Datapipe  February 2015 - Present
Mizuho Capital Markets Corp.  May 2014 - January 2015
Geller & Company   January 2013 - April 2014
Geller & Company   September 2005 - January 2013
Citigroup  July 2004 - September 2005
AllianceBernstein Capital   June 2002 - July 2004
IBM  July 1998 - June 2002

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Variance Analysis, Internal Controls, Hyperion Enterprise, General Ledger, Financial Accounting, Finance, Essbase, Corporate Finance, Consolidation, Accounting, Account Reconciliation, Auditing, Forecasting, GAAP, Managerial Finance, Revenue Recognition, Cash Management, Accounts Receivable, Accounts Payable, SAP, Accruals, ERP, Bloomberg, Asset Management, Pivot Tables, Cash Flow, US GAAP, Invoicing

Education
Pace University   2003 — 2007
MBA, Financial Management

Manhattan College   1994 — 1998

Rich Miller JD/MBA Rich Miller JD/MBA Greater New York City Area Details
Rich Miller JD/MBA's Geller & Company Experience 2008 - Present
Job
Industry Financial Services
Experience
Geller & Company   2008 - Present
General Electric Company  March 2006 - October 2008
Allianz Global Investors  March 2005 - March 2006
Trilegiant  April 2004 - March 2005
Purdue Pharma  August 2002 - April 2004

Skills
Corporate Finance, Financial Analysis, Due Diligence, Securities Regulation, Corporate Law, Capital Markets, Bankruptcy, Bloomberg Terminal, Mergers, Cash Management, Acquisitions, Electronic Funds..., Foreign Exchange, Treasury, Securitization, Fixed Income

Education
Fordham University School of Law   2010 — 2013
Juris Doctor

The University of Connecticut School of Business   2005 — 2008
Masters of Business Administration, Finance

Thomas O'Hara Thomas O'Hara Greater New York City Area Details
Thomas O'Hara's Geller & Company Experience April 2005 - September 2006
Job CFO at Virgil Films and Entertainment
Industry Entertainment
Experience
Virgil Films and Entertainment  August 2007 - Present
Geller & Company   April 2005 - September 2006
USA Networks  2000 - 2005
International Management Group  1991 - 2000

Skills
Budgets, Negotiation, Process Evaluation, Forecasting, Restructuring, Project Planning, Managerial Finance, Mergers, Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Strategy, Mergers & Acquisitions, Leadership

Education
Fordham University - Graduate School of Business Administration   1995 — 1999
Master of Business Administration (MBA), Finance, General

CUNY Baruch College
Bachelor's degree, Accounting and Finance

Debra Harris Ferguson Debra Harris Ferguson New York, New York Details
Debra Harris Ferguson's Geller & Company Experience February 2015 - Present
Job Chief Human Capital Officer
Industry Financial Services
Experience
Geller & Company   February 2015 - Present

Skills
Talent Management, HR Transformation, Management Consulting, Change Management, Personnel Management, HRIS, Human Resources, Organizational Design, Business Process Design, HR Consulting, Business Transformation, Consumer Products, Fashion, Information Technology, Organizational Change, HR Strategy, Solution Design, Human Capital Management, Employee Engagement, Outsourcing, Talent Acquisition, Program Management, International Project..., Leadership Development, IT Strategy, Operating Model Design, Human Capital Strategy, SAP, SuccessFactors, Workday, Management, Strategy, Vendor Management, Performance Management, Leadership, Succession Planning, Business Process..., Analytics, Shared Services, Consulting, Business Process, Organizational..., Business Process..., Stakeholder Management, Business Analysis, HR Solutions

Education
DePaul University   1995 — 1997
Bachelor of Arts, International Studies

Anthony Ippolito Anthony Ippolito Greater New York City Area Details
Anthony Ippolito's Geller & Company Experience December 2005 - August 2008
Job Tax Director at OpenLink Financial
Industry Information Services
Experience
OpenLink Financial  February 2012 - Present
FX Alliance Inc.   January 2010 - February 2012
Master Tax Services Inc.   August 2008 - January 2010
Geller & Company   December 2005 - August 2008

Skills
Internal Controls, Sarbanes-Oxley Act, Forecasting, Auditing, Corporate Tax, Tax Accounting, International Tax, Tax Advisory, Tax Audit Representation, Tax Research, Corporate Tax Planning, State Tax, Tax Returns, FIN 48, Tax, Tax Compliance, CPA, Income Tax, GAAP

Education
Long Island University, C.W. Post Campus   1990 — 1993
Master of Science (MS), Taxation

Saint John's University   1974 — 1978
Bachelor of Science (BS), Accounting

Helen Melada Helen Melada Greater New York City Area Details
Helen Melada's Geller & Company Experience October 2009 - December 2012
Job Finance Professional
Industry Financial Services
Experience
Geller & Company   October 2009 - December 2012
Geller & Company   June 2006 - October 2009
Geller & Company   August 2000 - June 2006
Cookson Group plc  January 1998 - August 2000
Cookson Group plc  June 1994 - January 1998
Cookson Group plc  August 1993 - June 1994
Devotion, Inc.   September 1990 - August 1993

Skills
Treasury Management, Finance, Forecasting, Strategic Financial..., Budgets, Due Diligence, Management, Options, Auditing, Accounting

Education
New Jersey Institute of Technology   1986 — 1990

Jason Rosenbaum Jason Rosenbaum Greater New York City Area Details
Jason Rosenbaum's Geller & Company Experience 2003 - 2004
Job VP, Strategic Pricing and Yield Management at WebMD
Industry Marketing and Advertising
Experience
WebMD  October 2014 - Present
Universal McCann  November 2013 - October 2014
Universal McCann  November 2011 - November 2013
Classic Media  December 2010 - November 2011
Ogilvy & Mather  June 2010 - January 2011
Ogilvy & Mather  January 2005 - June 2010
Geller & Company   2003 - 2004

Skills
Business Strategy, Acquisitions, Strategic Financial..., Business Process..., Financial Modeling, Financial Analysis, Contract Negotiation, Business Development, Finance, Management, Strategic Planning, Strategy

Education
New York University - Leonard N. Stern School of Business   2009 — 2011
MBA

Emory University - Goizueta Business School   1999 — 2003

Emory University

Israel Kaufman Israel Kaufman Greater New York City Area Details
Israel Kaufman's Geller & Company Experience February 2013 - September 2013
Job Executive Vice President and Treasurer at CIT
Industry Investment Banking
Experience
CIT  September 2013 - Present
Geller & Company   February 2013 - September 2013
Goldman Sachs Bank USA  November 2008 - February 2013
Goldman Sachs  January 2007 - November 2008
Goldman Sachs  December 2005 - January 2007
Marsh  2003 - 2005
Lehman Brothers  2001 - 2003
Goldman Sachs  July 1990 - December 2000

Skills
Corporate Finance, Financial Analysis, Cash Management, Funding, Liquidity Management, Liquidity, Capital Markets, Derivatives, Equities

Education
Columbia University - Columbia Business School   1988 — 1990
Master of Business Administration (MBA), Finance, General

Yeshiva University   1985 — 1988
BA, Economics

Andrew Stotler Andrew Stotler Greater New York City Area Details
Andrew Stotler's Geller & Company Experience February 2014 - Present
Job Project Manager at Geller & Company
Industry Construction
Experience
Geller & Company   February 2014 - Present
Ernst & Young  June 2012 - February 2014
Deloitte Financial Advisory Services  August 2004 - June 2012
Torcon Inc  August 2001 - August 2004

Skills
Contract Management, Budgets, Risk Assessment, Process Scheduler, Proposal Writing, Consulting, Report Writing, Cost Accounting, Customer Service, Litigation, Construction, CPM Scheduling, Process Improvement, Cost Management, Internal Controls, Procurement, Project Estimation, Project Management, Real Estate

Education
Columbia University - Columbia Business School   2007 — 2009
MBA, Finance

Lafayette College   1997 — 2001
BS, Civil Engineering

Jihea Park Jihea Park Greater New York City Area Details
Jihea Park's Geller & Company Experience September 2013 - Present
Job Finance & Admin Analyst at Geller & Company
Industry Publishing
Experience
Geller & Company   September 2013 - Present
Conde Nast  February 2011 - September 2013
Ernst & Young  September 2007 - February 2011
The Princeton Review  May 2007 - August 2007
Siemens AG  May 2006 - August 2006

Skills
Essbase, Process Improvement, Budgeting, Managerial Finance, Hyperion Enterprise, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Benchmarking, Financial Reporting, Corporate Finance, Analytics, Data Analysis, Business Process..., Business Process..., Valuation, Accounting

Education
Bronx HS of Science

Emory University - Goizueta Business School
BBA, Finance, Management

Kate Swan Kate Swan Greater New York City Area Details
Kate Swan's Geller & Company Experience March 2013 - Present
Job Executive Administrative Assistant
Industry Financial Services
Experience
Geller & Company   March 2013 - Present
CNN  April 2011 - March 2013
CNN  May 2010 - April 2011
Register.com  January 2008 - May 2010
Hamilton Wharton Group, Inc.   March 2006 - January 2008
Mutual Abstract Corp.   April 2005 - March 2006

Skills
Travel Arrangements, Social Media, Event Planning, Expense Management, Microsoft Office, Event Management, Customer Service, Outlook, Facebook, Spreadsheets, Data Entry, File Management, Heavy Calendaring, Budget Monitoring, Invoice Processing, High Level Of..., Communication Skills, Executive Level..., Scheduling Management, Office Management, Administrative..., Communication, Management

Education
Fordham University   2001 — 2005
Bachelor's degree, Technical Theatre/Theatre Design and Technology

Shoham Filhart Shoham Filhart Greater New York City Area Details
Shoham Filhart's Geller & Company Experience 2010 - 2015
Job Financial Professional
Industry Financial Services
Experience
Geller & Company   2010 - 2015
Geller & Company   2010 - 2015
General Electric  2003 - 2010

Education
Cornell University

Dani Saline Dani Saline New York, New York Details
Dani Saline's Geller & Company Experience 2013 - Present
Job Business Partner at Geller & Company
Industry Financial Services
Experience
Geller & Company   2013 - Present

Skills
Private Equity, Capital Markets, Fixed Income, Equities, Hedge Funds, Securities, Employee Relations, Human Resources, Risk Management, Financial Modeling, Finance, Restructuring, Mergers & Acquisitions, Financial Services, Talent Management, Performance Management, Management

Education
Columbia University in the City of New York   2002 — 2004
Masters

Fordham University   1998 — 2002
Bachelor of Science

Nancy Kopsachilis Nancy Kopsachilis Greater New York City Area Details
Nancy Kopsachilis's Geller & Company Experience January 2009 - Present
Job Help Desk Manager at Geller & Company
Industry Information Technology and Services
Experience
Geller & Company   January 2009 - Present
Capital One Bank  June 2008 - January 2009
The Blackstone Group  April 2006 - May 2008
Eclipsys  September 2004 - April 2006
Perot Systems  April 2000 - September 2004

Skills
Management, Leadership, Active Directory, Enterprise Architecture, Disaster Recovery, Vendor Management, Citrix, VMware, Blackberry Enterprise..., ITIL, Windows Server, Process Improvement, Troubleshooting, IT Strategy, Security, Technical Support, Microsoft SQL Server, Telecommunications, Cloud Computing

Education
Nassau Community College   1990 — 1991

Elvis Willie Elvis Willie New York, New York Details
Elvis Willie's Geller & Company Experience 2004 - 2006
Job Director, Investment Group Accounting & Corp at Continental Grain Company
Industry Financial Services
Experience
Continental Grain Company  November 2008 - Present
MD Sass  December 2006 - November 2008
Geller & Company   2004 - 2006

Skills
Hedge Funds, Fund Accounting, Financial Analysis, Private Equity, Financial Reporting, Equities, Financial Modeling

Education
Hofstra University

Diane Drescher Diane Drescher Greater New York City Area Details
Diane Drescher's Geller & Company Experience 2011 - Present
Job Financial Analyst: Compensation, Budget & Forecast, Cash Flow Management, Process Improvement. Highly Focused.
Industry Financial Services
Experience
Geller & Company   2011 - Present
Time Inc  2004 - 2010
Time Inc  2001 - 2004
Goldman, Sachs & Co   April 2001 - October 2001
Colliers ABR  2000 - 2001
Limberg Automotive   1992 - 2000
Chase Manhattan Bank  1989 - 1992

Skills
Executive Compensation, Bonus Management, Payroll Administration, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Financial Control, Profitability Analysis, Financial Forecasting, Financial Compliance, Variance Analysis, Cash Flow Management, Budget Management, Budget Oversight, Capital Budgeting, Space Planning Analysis, Process Improvement, Streamlining Operations, Year End Close, Accounts Receivable, Accounting, Budgets, Managerial Finance

Education
Molloy College   1987 — 1991
Bachelor of Science (B.Sc.), Accounting

Olivia Golden Olivia Golden Reading, Pennsylvania Details
Olivia Golden's Geller & Company Experience 1996 - 1998
Job Owner, Double G Stables
Industry Sports
Experience
Double G Stables   2003 - Present
Stratesight   April 2008 - January 2010
Bear Stearns  July 1999 - February 2003
Brown Brothers Harriman  1998 - 1999
Geller & Company   1996 - 1998

Skills
Strategy, Financial Services, Consulting, Business Planning, Corporate Development, Horse Training, Riding Instruction, Sales

Education
Lehigh University   1991 — 1995
B.S., Finance

Antoinette Kerstner Antoinette Kerstner Greater New York City Area Details
Antoinette Kerstner's Geller & Company Experience 2003 - 2007
Job Manager Compensation at KPMG US
Industry Accounting
Experience
KPMG US  January 2009 - Present
KPMG US  July 2007 - December 2008
Geller & Company   2003 - 2007
Kforce Inc.  2000 - 2003

Skills
Human Resources, Compensation Strategies, Compensation Structures, Salary Benchmarking, Compensation..., Compensation Planning, Employee Relations, Employee Relations..., PeopleSoft, Workforce Planning, Recruiting, Talent Acquisition, Talent Management, Succession Planning, Applicant Tracking...

Education
Montclair State University
BS, Accounting

Tim McAdam Tim McAdam Greater New York City Area Details
Tim McAdam's Geller & Company Experience 2005 - 2008
Job GM, Electronic Machine Parts
Industry Industrial Automation
Experience
Electronic Machine Parts   2008 - Present
Geller & Company   2005 - 2008

Skills
Lean Manufacturing, Financial Analysis, Inventory Management, Forecasting, Process Improvement, Strategic Planning, Operations Management, Business Strategy, Customer Service, Internal Controls, Accounting, Financial Modeling

Education
Methodist College   2000 — 2004
BS, Accounting

Friends Academy   1990 — 2000

Han Yu Lee Han Yu Lee Greater New York City Area Details
Han Yu Lee's Geller & Company Experience April 2009 - August 2010
Job VP CIB Ops Control at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  August 2010 - Present
Geller & Company   April 2009 - August 2010
JPMorgan Chase  2008 - 2009
Bear Stearns  1992 - 2008

Skills
Certified Public..., FINRA Series 99

Education
New York University
Bachelor of Science, Accounting, Economics

James A. Jacaruso, Jr. James A. Jacaruso, Jr. Greater New York City Area Details
James A. Jacaruso, Jr.'s Geller & Company Experience February 2007 - December 2014
Job Tax Director, E.A.
Industry Accounting
Experience
Geller & Company   February 2007 - December 2014
Charles Pratt & Co./Dosoris Trust Comapny   2005 - 2007
Winthrop Trust   2004 - 2005
KLS Professional Advisors, LLC  March 1991 - May 2004
Deloitte & Touche  1986 - 1991
EY  1984 - 1986

Skills
Tax, Tax Research, Accounting, Corporate Tax, Due Diligence, Financial Reporting, Internal Controls, Tax Accounting, Financial Analysis, Auditing, International Tax, Financial Accounting, CPA, Tax Law, Financial Modeling

Education
Hofstra University   1978 — 1982
BBA - Public Accounting

St. Agnes

Christopher Koutzoulis Christopher Koutzoulis Greater New York City Area Details
Christopher Koutzoulis's Geller & Company Experience May 2012 - June 2014
Job Vice President of Corporate Accounting at American Realty Capital
Industry Accounting
Experience
American Realty Capital  June 2014 - Present
Geller & Company   May 2012 - June 2014
Geller & Company   January 2007 - May 2012
Curtiss Wright  June 2004 - December 2006
Sharp Electronics  June 2003 - June 2004
Smiths Detection  January 2001 - June 2004

Skills
Account Reconciliation, Accounting, Analysis, Analytics, Auditing, Consolidation, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, General Ledger, Hyperion Enterprise, Internal Controls, Managerial Finance, SAP, SEC filings, Sarbanes-Oxley Act, US GAAP, Variance Analysis

Education
Monmouth University   2003 — 2005
MS, Accounting

Monmouth University   2003 — 2003

Hudson Catholic High School   1987 — 1991

James Bertorelli, CPA James Bertorelli, CPA Greater New York City Area Details
James Bertorelli, CPA's Geller & Company Experience November 2013 - March 2014
Job Director of Accounting at View The Space, Inc.
Industry Accounting
Experience
View The Space, Inc.   September 2015 - Present
Brookfield Property Group  March 2014 - Present
Geller & Company   November 2013 - March 2014
Ernst & Young  August 2007 - November 2013
News Corporation  2005 - 2006

Skills
Banking, Internal Controls, Financial Services, Capital Markets, US GAAP, Microsoft Word, Sarbanes-Oxley, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, CPA, Financial Reporting, SEC filings

Education
Fordham University   2003 — 2007
Bachelor's degree, Accounting

St. Francis Prepatory High School   1999 — 2003

NYU

NYU

New York University

Yun Jung Choi Yun Jung Choi San Francisco Bay Area Details
Yun Jung Choi's Geller & Company Experience September 2000 - July 2003
Job Senior Financial Manager
Industry Financial Services
Experience
SunTrust  January 2010 - September 2013
Navigator Acceptance   September 2008 - December 2009
Credit Suisse  June 2005 - June 2008
Credit Suisse  July 2003 - June 2005
Geller & Company   September 2000 - July 2003
Citi  June 1998 - September 2000

Skills
Financial Modeling, Financial Analysis, Data Analysis, Valuation, Portfolio Management, Strategic Planning, Forecasting, Finance, Banking, Analysis, Financial Reporting, Strategy, Accounting, Budgets, Risk Management, Capital Markets, Management

Education
Marist College   1994 — 1998
BS, Finance

Lori DesRochers Lori DesRochers Greater New York City Area Details
Lori DesRochers's Geller & Company Experience 2007 - 2008
Job Master Tutor, Trainer and Instructor at The Princeton Review
Industry Accounting
Experience
SpaceHitch   2014 - Present
The Princeton Review  November 2009 - Present
The Orchard  2008 - 2009
Geller & Company   2007 - 2008
GeoLogic Solutions  2005 - 2006
Aireco Supply  2003 - 2005
Elizabethtown Child Care Center   2001 - 2003

Skills
SAT, Accounts Payable, Accounting, Accounts Receivable, General Ledger, Financial Reporting, QuickBooks, Internal Controls, Finance, Analysis, Financial Statements, Forecasting, Account Reconciliation, Financial Analysis, Budgets, Sarbanes-Oxley Act, GAAP, Due Diligence, Great Plains Software, Auditing, Mergers & Acquisitions, Teaching, Tutoring, Academic Tutoring, ACT, SAT Math Subject Tests, GRE, GMAT, MCAT Verbal, Teacher Training, Peer Education, Peer Tutoring, Peer Support, Peer Mentoring, Mathematics

Education
Elizabethtown College   1998 — 2002
BS in Mathematics Education, Mathematics & Education

Sharon McKenzie Sharon McKenzie Greater New York City Area Details
Sharon McKenzie's Geller & Company Experience April 2003 - Present
Job Sr. Manager at SS&C Technologies, Inc.
Industry Financial Services
Experience
Geller & Company   April 2003 - Present

Education
Cornell University   1977 — 1982
BA, Biology

Pace University - Lubin School of Business
MBA, Business Administration

Dan Margoshes Dan Margoshes Greater New York City Area Details
Dan Margoshes's Geller & Company Experience August 2013 - Present
Job Geller & Company
Industry Financial Services
Experience
Geller & Company   August 2013 - Present
Abbott House  March 2010 - August 2013
Self Employed  January 2009 - March 2010
National Football League  December 1997 - December 2008
NFL Europe  June 2000 - December 2006
EMI Music, Angel Records   April 1994 - December 1997
Los Angeles Times  June 1992 - April 1994
International Paper  June 1986 - January 1991

Skills
Financial Planning, Financial Modeling, Financial Reporting, OLAP, International Tax, Financial Management, Financial Systems, Accounting, Payroll, Risk Management, Insurance, Strategic Planning, Joint Ventures, Strategic Partnerships, TM1, Hyperion, PeopleSoft, Sage, JD Edwards, Transfer Pricing, Sports Management, Publishing, Royalties, Licensing, Sports Finance, Employee/Labor Relations, Non-profits, International Finance, Budgeting, Due Diligence, Financial Analysis, Forecasting, Competitive Analysis, Finance, Strategic Financial..., Managerial Finance, Nonprofits, Acquisition Integration, Budgets, Mergers & Acquisitions, Executive Management

Education
Columbia University - Columbia Business School   1991 — 1992
MBA

Cornell University   1984 — 1986
BS

William Kuhlman, CPA William Kuhlman, CPA Philadelphia, Pennsylvania Details
William Kuhlman, CPA's Geller & Company Experience June 2010 - May 2013
Job Managing Director/Partner of Credits/Incentives at SMART DEVINE
Industry Accounting
Experience
SMART DEVINE  May 2013 - Present
Geller & Company   June 2010 - May 2013
Lane Gorman Trubitt, L.L.P.   July 2009 - May 2010
SOURCECORP Tax Benefits Group   August 2006 - March 2009
Plante Moran  2000 - 2006
Arthur Andersen LLP  January 1998 - January 2000
BDO Seidman, LLP  January 1996 - January 1998
Deloitte & Touche  January 1994 - January 1996
First of America Bank Corporation  1987 - September 1994

Skills
Corporate Tax, Federal Tax, Tax Law, Tax, Tax Credits, IRS, Income Tax, Tax Compliance, Accounting, Tax Services, Tax Accounting, Manufacturing, Tax Advisory, Tax Research, International Tax, Small Business, Auditing, State Tax, Finance, Start-ups, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Financial Analysis, Internal Controls, Due Diligence, CPA

Education
Walsh College   1989 — 1992
MS, Finance

Michigan State University   1982 — 1984
Bachelors, Accounting

Seth Park Seth Park Greater New York City Area Details
Seth Park's Geller & Company Experience February 2014 - Present
Job Financial Planning Analysis Lead at Geller & Company
Industry Financial Services
Experience
Geller & Company   February 2014 - Present
Lehman Brothers (in Administration)   December 2010 - February 2014
Lehman Brothers (in Administration)   December 2008 - December 2010
Lehman Brothers  November 2007 - September 2008
Accenture  November 2000 - November 2007

Skills
Financial Modeling, Banking, Financial Analysis, Capital Markets, Derivatives, Equities, Business Process..., Project Management, Finance, Bloomberg, Fixed Income, Investment Banking, Risk Management, Corporate Finance, Valuation

Education
Kutztown University of Pennsylvania   1996 — 1999
BS Business Admin-Finance, Finance

Garden Spot   1990 — 1995
High School

Sherry Reisch Sherry Reisch Greater New York City Area Details
Sherry Reisch's Geller & Company Experience July 2005 - December 2012
Job Tax Manager at Brown Brothers Harriman
Industry Accounting
Experience
Brown Brothers Harriman  January 2013 - Present
Geller & Company   July 2005 - December 2012
Marks Paneth & Shron LLP  February 1999 - July 2005

Skills
Income Tax, Not-for-profit, Tax Research, Tax Returns, Tax, Income Statement, Tax Preparation, Corporate Tax, High Net Worth..., P&L, Partnership Taxation, International Tax, General Ledger, Not for Profit, Tax Accounting, SEC filings, Accounting, Financial Statements

Education
Fairleigh Dickinson University   1985 — 1990
MBA, Accounting

Chris Clabby Chris Clabby Greater New York City Area Details
Chris Clabby's Geller & Company Experience May 2009 - January 2013
Job Managing Director and Partner at SMART DEVINE
Industry Accounting
Experience
SMART DEVINE  October 2014 - Present
CBIZ MHM, LLC  February 2013 - September 2014
Geller & Company   May 2009 - January 2013
Grant Thornton  September 2003 - June 2009
Ernst & Young  1997 - 2003
KPMG  1989 - 1992

Skills
Accounting, CPA, GAAP, Due Diligence, Financial Analysis, Financial Accounting, Income Tax, US GAAP

Education
LIU Post   1994 — 1997
ms, tax

Saint John's University - Peter J. Tobin College of Business   1983 — 1987
Bachelor of Arts (B.A.), Accounting

Tamara Montalvo,MBA Tamara Montalvo,MBA Greater New York City Area Details
Tamara Montalvo,MBA's Geller & Company Experience May 2005 - March 2008
Job Vice President of Finance and Administration at Mark Krueger & Associates, Inc.
Industry Accounting
Experience
Mark Krueger & Associates, Inc.   March 2014 - Present
Mark Krueger & Associates, Inc.   March 2010 - Present
Lazar Corporate Advisors ( Danskin)   April 2009 - March 2010
Phreesia Inc   March 2008 - March 2009
Geller & Company   May 2005 - March 2008
Caroline Distribution a unit of EMI Music   December 2002 - May 2005
RED Distribution  March 1999 - December 2002

Skills
Internal Controls, Revenue Recognition, Balance, Forecasting, Budgets, JD Edwards, US GAAP, Financial Accounting, Payroll, Financial Statements, Consolidation, ADP Payroll, Accounts Payable, Accounts Receivable, Utilization, Income Statement, Human Resources, Benefits Administration, General Ledger

Education
Monroe College   2010 — 2012
MBA, Concentration in Finance, 3.8

Monroe College   2000 — 2002
BA, Accounting

SUNY Canton   1995 — 1997
A.S, Business Management

Sophia Okeke Sophia Okeke Greater New York City Area Details
Sophia Okeke's Geller & Company Experience September 2014 - April 2015
Job Human Resources at International Center for Transitional Justice
Industry Investment Banking
Experience
International Center for Transitional Justice  May 2015 - Present
Geller & Company   September 2014 - April 2015
Barclays Investment Bank  2013 - March 2014
BBR Partners  May 2011 - May 2013
Martha Stewart Living Omnimedia  June 2009 - April 2011
CBS News  October 2006 - September 2008
CBS News  July 2004 - October 2006
LBC  June 2003 - July 2004

Education
Goldsmiths, University of London   2002 — 2003
MA, Broadcast Journalism

The University of Hull   1999 — 2002
BA, Media Production

Melissa Niebling Melissa Niebling Greater New York City Area Details
Melissa Niebling's Geller & Company Experience 2010 - April 2011
Job Director HR Business Partner at Societe Generale
Industry Financial Services
Experience
Societe Generale  May 2011 - Present
Breault & Smith LLC  February 2010 - Present
Geller & Company   2010 - April 2011
Breault & Smith LLC  July 2009 - February 2010
New York Institute of Technology  September 2009 - December 2009
Soros Fund Management LLC  February 2005 - April 2009
Soros Fund Management  May 2002 - April 2005
Deutsche Bank  June 2001 - April 2002
Deutsche Bank  February 2000 - June 2001
Deutsche Bank  June 1999 - February 2000

Skills
Portfolio Management, Accounting, Analysis, Deferred Compensation, Employee Benefits, Employee Relations, Equities, HRIS, Human Resources, Management, Mergers, Performance Management, Recruiting

Education
New York Institute of Technology   2006 — 2008
M.S, Human Resource Management & Labor Relations

University of Rhode Island - College of Business Administration   1992 — 1996
B.S, Accounting

Brett Craig Sanders Brett Craig Sanders Greater New York City Area Details
Brett Craig Sanders's Geller & Company Experience July 2011 - October 2011
Job Manager, Claims Accounting at Chartis
Industry Insurance
Experience
Chartis  September 2011 - Present
Geller & Company   July 2011 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company   May 2011 - June 2011
Willis, Inc   October 2008 - March 2011
WillisHRH  May 2004 - October 2008
The McGraw-Hill companies  April 2003 - April 2004
The McGraw-Hill companies  September 1999 - April 2003
The McGraw Hill Companies  December 1997 - September 1999
Empire Blue Cross Blue Shield (WellChoice)   May 1996 - November 1997

Skills
Financial Reporting, Accounting, Auditing, Forecasting, Internal Controls, Finance, Financial Modeling

Education
Montclair State University   1986 — 1990
BS, Finance

Logan Ranalli Logan Ranalli Greater Philadelphia Area Details
Logan Ranalli's Geller & Company Experience February 2015 - May 2015
Job Director at Pine Hill Group
Industry Accounting
Experience
Pine Hill Group  August 2015 - Present
Geller & Company   February 2015 - May 2015
Loews Corporation  August 2011 - February 2015
Loews Corporation  March 2009 - August 2011
PricewaterhouseCoopers  July 2008 - March 2009
PricewaterhouseCoopers  September 2000 - July 2008

Skills
Sarbanes-Oxley Act, GAAP, Internal Controls, US GAAP, Financial Reporting, Financial Analysis, Accounting, Auditing, Financial Accounting, SEC filings, XBRL

Education
Michigan State University   1996 — 1999
BA, Accounting

Corey Donohoe Corey Donohoe Greater New York City Area Details
Corey Donohoe's Geller & Company Experience 2007 - 2008
Job Consultant at New York Life Insurance Company
Industry Accounting
Experience
Express Scripts  April 2015 - June 2015
Gallagher-Bollinger, Inc.   March 2014 - June 2014
Advantage Rent A Car  April 2013 - January 2014
1199 SEIU Pension & Benefits   July 2012 - March 2013
Chartis Insurance Company  December 2011 - January 2012
New York Life Insurance Company  March 2010 - May 2011
Swiss Re  August 2009 - October 2009
Geller & Company   2007 - 2008
State Street Bank  2006 - 2007
The Chatterjee Group   2003 - 2006

Skills
Financial Analysis, Corporate Finance, Hedge Funds

Education
Fairleigh Dickinson University   1997 — 2000
MBA, Accounting

Colgate University   1988 — 1992
BA, Economics

Andrew Snyder, CFA Andrew Snyder, CFA Greater New York City Area Details
Andrew Snyder, CFA's Geller & Company Experience July 2010 - July 2011
Job Manager, Planning & Analysis at BristolMyers Squibb
Industry Financial Services
Experience
Bristol-Myers Squibb  September 2015 - Present
Prudential Financial  July 2011 - September 2015
Geller & Company   July 2010 - July 2011
ESIS, Inc.   March 2007 - July 2010
GMAC Mortgage  June 2002 - March 2007
The St. Joe Company  September 2000 - October 2001

Skills
Budgets, Financial Modeling, Strategic Forecasting, Strategic Finance, Forecasting, Profit Analysis, P&L Modeling, P&L Results, P&L review, Business Casing, Business Analysis, P&L Management, Business Planning, Analytics, Leadership, Management, Strategic Financial..., P&L Control, Analysis, Finance, Financial Analysis, Strategy, Mergers & Acquisitions, Pricing, Strategic Planning, Portfolio Management, Product Management, Due Diligence, Cash Flow, Business Development, Business Intelligence, Executive Management

Education
University of North Florida - College of Business Administration   1998 — 2000
MBA, Finance

West Chester University of Pennsylvania   1993 — 1996
M.A., Clinical Psychology

Florida State University   1990 — 1992
B.S., Psychology

Marie (Gilhuley) Coscia Marie (Gilhuley) Coscia Greater New York City Area Details
Marie (Gilhuley) Coscia's Geller & Company Experience July 2010 - Present
Job Sr Executive at Geller & Company
Industry Telecommunications
Experience
Geller & Company   July 2010 - Present
Virgin Mobile USA  January 2007 - June 2010
Virgin Mobile USA  May 2002 - December 2007
Cingular Wireless  1993 - 2002
Coopers & Lybrand  August 1982 - December 1989

Education
Columbia University - Columbia Business School
Executive Education

Iona College   1978 — 1982
BBA, Accounting

Rocco P. Mammolitti Rocco P. Mammolitti Greater New York City Area Details
Rocco P. Mammolitti's Geller & Company Experience May 2007 - March 2008
Job Independent Consultant at Eagle Rock
Industry Financial Services
Experience
Eagle Rock   October 2011 - Present
RGS Investments, LLC   September 2009 - September 2011
Bank of New York Mellon  April 2008 - November 2008
Geller & Company   May 2007 - March 2008
Citi  October 2006 - April 2007
Oritani Bank  February 2006 - September 2006
Fitch Ratings  September 2005 - February 2006
Citi  April 2002 - August 2005
Eagle Rock   January 2001 - February 2002
JPMorgan Chase  May 1974 - August 2000

Skills
Account Reconciliation, Accounting, Portfolio Management, Data Analysis, Project Management, Managerial Finance, Financial Services, Financial Modeling, Risk Management

Education
Fairleigh Dickinson University   1968 — 1976
MBA, BS, Business- Accounting and Finance

Srinivasan Renganathan Srinivasan Renganathan Greater New York City Area Details
Srinivasan Renganathan's Geller & Company Experience 2006 - 2014
Job Vice President at NEA Consulting Inc
Industry Information Technology and Services
Experience
NEA Consulting Inc   May 2014 - Present
NEA Consulting Inc   2006 - 2014
Geller & Company   2006 - 2014
Geller & Company   2006 - 2014
L'Oreal USA  2005 - 2006
Cognizant Technology Solutions  2004 - 2005
SIA Project Singapore   2004 - 2004
SIA Project Singapore   2004 - 2004
Cybertech Systems and Software Inc   2001 - 2004

Education
Madurai Kamaraj University   1998 — 2001
MCA, Comuputer Science

Manonmaniam Sundaranar University   1994 — 1997
B.Sc., Computer Science

Caren Wasserman Caren Wasserman Greater New York City Area Details
Caren Wasserman's Geller & Company Experience 2010 - 2011
Job Employee Benefits and Small Business Specialist
Industry Banking
Experience
LegalShield  October 1998 - Present
Geller & Company   2010 - 2011
Bank of New York Mellon  2005 - 2007
ABN AMRO  1998 - 2002
The Dime Savings Bank of New York  1990 - 1998
Union Bank of Switzerland  1987 - 1990
Citibank  1986 - 1987
Arthur Andersen & Co  1983 - 1986

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategy, Finance, Analysis, Forecasting, Accounting, Banking, Team Building

Education
Cornell University - Johnson Graduate School of Management   1981 — 1983
MBA

Cornell University   1977 — 1981
BS

Maisha Hayes, MBA Maisha Hayes, MBA Greater New York City Area Details
Maisha Hayes, MBA's Geller & Company Experience 2005 - 2012
Job Finance Professional at Wolters Kluwer
Industry Financial Services
Experience
Wolters Kluwer  2013 - Present
Geller & Company   2005 - 2012
Brand Architecture International  May 2004 - September 2005
McCann Worldgroup  January 2001 - May 2004
The Lord Group  1996 - 2001

Skills
Financial Reporting, Strategic Financial..., Managerial Finance, Corporate Finance, Accounting, Variance Analysis, Consolidation, Internal Controls, Hyperion Enterprise, Financial Accounting, Forecasting, Bloomberg Terminal, SAP BW, SAP BI, Jonas Management System, Cash Flow, Revenue Recognition, Benefits Management, Compensation Structures, Corporate FP&A, Financial Planning, Hyperion, Payroll, Financial Analysis, Finance, Budgets

Education
Long Island University   1999 — 2003
Master of Business Administration (M.B.A.), Finance

Florida Agricultural and Mechanical University   1988 — 1993
Bachelor's degree, Business/Managerial Economics

David Grochow David Grochow New York, New York Details
David Grochow's Geller & Company Experience 2002 - 2004
Job Chief Financial Officer at Irving Place Capital
Industry Venture Capital & Private Equity
Experience
Irving Place Capital  March 2010 - Present
Star Avenue Capital   2012 - June 2015
The Blackstone Group  June 2004 - March 2010
Geller & Company   2002 - 2004
Arthur Andersen  2001 - 2002

Skills
CPA, Private Equity, Financial Reporting, GAAP, Fund Accounting, Tax, Equities, Finance, Mergers & Acquisitions, Financial Modeling, Accounting, Financial Analysis, Hedge Funds, Due Diligence, Valuation

Education
Emory University - Goizueta Business School   1997 — 2001
BBA, Accounting & Finance

Cassandra Maurissaint Cassandra Maurissaint Greater New York City Area Details
Cassandra Maurissaint's Geller & Company Experience July 2007 - May 2008
Job Account Manager
Industry Accounting
Experience
Monarch Wealth & Business Management   March 2009 - Present
Geller & Company   July 2007 - May 2008
Altman, Greenfield & Selvaggi, LLP   October 2005 - June 2007
VITA  January 2005 - March 2005
AB Plus, Inc   September 2004 - March 2005

Education
Lasell College
BS, Accounting

Brian M. Donovan Brian M. Donovan Greater New York City Area Details
Brian M. Donovan's Geller & Company Experience September 2011 - Present
Job Associate Finance Analyst at Fidelity Investments
Industry Financial Services
Experience
Geller & Company   September 2011 - Present
Fidelity Investments  July 2007 - September 2011

Education
Fordham University   2002 — 2006
Bachelor of Science, Finance and Business Economics

Irene Math Irene Math Greater New York City Area Details
Irene Math's Geller & Company Experience 2003 - 2010
Job CFO at The National September 11 Memorial
Industry Information Technology and Services
Experience
The National September 11 Memorial  December 2013 - Present
The Books For Kids Foundation   July 2012 - Present
Various companies  2011 - Present
Geller & Company   2003 - 2010
Ness Technologies  2002 - 2003
Earthweb Inc. (including Dice.com)   1996 - 2001
News Corporation  1995 - 1996
Chemical Bank  1992 - 1995
Arthur Andersen & Co.   1984 - 1992

Skills
Venture Capital, Private Equity, Start-ups, Executive Management, Financial Planning, IPO, Due Diligence, Financial Analysis, Forecasting, Financial Reporting, Strategic Planning, Budgeting, Internal Controls, Business Planning, Debt, Credit Facilities, Big 4, Mergers & Acquisitions, Accounting, Finance, Strategic Financial..., Business Strategy, Business Development, SEC filings, Corporate Finance, Financial Modeling, Managerial Finance, Digital Media, SaaS, Leadership, Technology, Cash Management, US GAAP, Revenue Recognition, Acquisition Integration, GAAP, Cash Flow, Treasury Management, Cash Flow Forecasting, Budgets, Credit, Strategy, Management

Education
Lehigh University - College of Business and Economics   1980 — 1984
BS, Accounting

Kaitlin O'Shaughnessy Kaitlin O'Shaughnessy New York, New York Details
Kaitlin O'Shaughnessy's Geller & Company Experience January 2010 - January 2010
Job Copywriter at GSW Advertising
Industry Marketing and Advertising
Experience
GSW Advertising  August 2014 - Present
Manhattan Marketing Ensemble : MME  October 2010 - March 2012
DeVry University  August 2010 - October 2010
Square Root Creative  January 2010 - May 2010
Lafayette College  January 2010 - May 2010
Geller & Company   January 2010 - January 2010
TAXI  January 2008 - January 2008

Skills
Social Media, Editing, PowerPoint, Research, Time Management, Copywriting, Copy Editing, Marketing, Web Design, Social Media Marketing, Marketing Communications, InDesign

Education
School of Visual Arts   2010 — 2011
Continuing Education, Advertising

Lafayette College   2006 — 2010
Bachelor of Arts, Economics/Business, Art

Syracuse University Abroad   2009 — 2009

Donna Priolo Donna Priolo Greater New York City Area Details
Donna Priolo's Geller & Company Experience September 2011 - Present
Job CPA
Industry Accounting
Experience
Geller & Company   September 2011 - Present
Beacon Trust Company  January 2001 - November 2011
Montclair State University  May 2000 - January 2001
Clyne Eagan & Associates   February 1997 - May 2000
ExxonMobil  1985 - 1995

Education
Fairleigh Dickinson University
BS, Accounting, cum laude

John Segura, CPA John Segura, CPA Greater New York City Area Details
John Segura, CPA's Geller & Company Experience February 2005 - Present
Job Director of International Reporting at Geller & Company
Industry Financial Services
Experience
Geller & Company   February 2005 - Present
The Bank of New York  May 2003 - February 2005
Mizuho Corporate Bank Ltd  November 1999 - May 2004
National Broadcasting Company Inc   June 1996 - November 1999
Bankers Trust Company  January 1995 - June 1996

Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Modeling, Cash Management, Financial Statements, Banking, Corporate Finance, General Ledger, Bloomberg, Auditing, Finance, Internal Controls, Financial Accounting

Education
Fairleigh Dickinson University   1990 — 1993
Masters of Business Administration, Accounting

Fairleigh Dickinson University   1984 — 1988
Bachelor of Science, Finance

Pamela Ellison Pamela Ellison Greater New York City Area Details
Pamela Ellison's Geller & Company Experience June 2008 - March 2009
Job Managing Director at Robin Hood Foundation
Industry Nonprofit Organization Management
Experience
Robin Hood Foundation  September 2010 - Present
JVP  March 2009 - January 2010
Geller & Company   June 2008 - March 2009
Wit Soundview  1998 - 2000

Education
Columbia University - Columbia Business School   1991 — 1993
MBA

Northwestern University   1985 — 1989
BA, Economics and Art History

Barry Koblick Barry Koblick Greater New York City Area Details
Barry Koblick's Geller & Company Experience 2002 - 2005
Job Program Manager Nuclear Power at ENERCON Services, Inc.
Industry Utilities
Experience
ENERCON Services, Inc.   December 2009 - Present
Geller & Company   2002 - 2005
GPU Nuclear  1983 - 1998

Skills
Nuclear, Power Plants, Energy, Program Management, Engineering, Project Management, Electrical Engineering, Process Improvement, Contract Management, Remediation, Water, Integration, SAP, Management, Business Analysis

Education
Manhattan College

Nancy Markarian Nancy Markarian Greater New York City Area Details
Nancy Markarian's Geller & Company Experience 2003 - 2010
Job Contract Recruiter at QBE North America Currently seeking Insurance Actuaries and Statutory Reporting Professionals
Industry Financial Services
Experience
QBE North America  January 2015 - April 2015
JPMorganChase  April 2014 - January 2015
DTCC  February 2012 - February 2014
AIG  November 2010 - September 2011
Geller & Company   2003 - 2010
PricewaterhouseCoopers  2000 - 2003
PaineWebber  1998 - 2000
Morgan Stanley  1980 - 1995

Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Risk Management, Management, Temporary Placement, Finance, Human Resources, Interviews, Onboarding, Talent Management, Internet Recruiting, College Recruiting, Sales, Technical Recruiting, Performance Management, Employee Benefits, Financial Services, Time Management, Employee Relations, Payroll

Education
DePauw University
BA, Psychology

Dane-Andrew Thomas Dane-Andrew Thomas Philadelphia, Pennsylvania Details
Dane-Andrew Thomas's Geller & Company Experience April 2012 - April 2013
Job Sales Consultant
Industry Real Estate
Experience
Privet Capital, LLC   May 2013 - December 2013
Geller & Company   April 2012 - April 2013
Geller & Company   June 2011 - May 2012

Skills
PowerPoint, Microsoft Excel, Financial Services, Accounting, Microsoft Office, Analysis, Access, Microsoft Word, Finance, Research, Corporate Tax, Financial Reporting, Data Analysis, Bloomberg, Outlook, Visio, Change Management, Tax Research, Accounting System, Spanish, Nonprofits, Public Speaking, Event Planning, NetX360, Bloomberg Terminal, Lexis Interaction, CCH Intelliconnect, CCH, CCH Research, Quick Books, Data Mining, Data Migration

Education
Fordham University   2010 — 2012
Bachelor's degree, Business Management & Philosophy, GPA 3.25

Fidel Swana Fidel Swana New York, New York Details
Fidel Swana's Geller & Company Experience July 2006 - August 2008
Job Senior Financial Analyst
Industry Financial Services
Experience
AIG  April 2014 - Present
New York Life Insurance Company  January 2014 - March 2014
Synergos  October 2013 - December 2013
ContourGlobal  September 2013 - September 2013
Weill Cornell Medical College  August 2011 - June 2013
Standard & Poor's   September 2010 - August 2011
Catholic Charities of the Archdiocese of New York  January 2010 - September 2010
Park Agency   October 2008 - January 2010
Geller & Company   July 2006 - August 2008
Bear Stearns & Co. Inc.   March 2000 - July 2006

Skills
Financial Analysis, Accounting, Finance, Analysis, Financial Services, Management, Budgets, Strategy, Financial Reporting, Financial Modeling, Cash Flow Forecasting, Consulting

Education
Dominican College   1992 — 1995
Bachelor's degree, Accounting and Finance

George Mason University   1988 — 1990
Electrical and Electronics Engineering

Margot Sikorski Margot Sikorski Greater New York City Area Details
Margot Sikorski's Geller & Company Experience May 2013 - August 2013
Job Media Project Coordinator at Adspace Networks
Industry Marketing and Advertising
Experience
Adspace Networks  June 2014 - Present
Fordham University  August 2013 - December 2013
Geller & Company   May 2013 - August 2013
Running Subway, LLC  January 2013 - May 2013
UrbanDaddy  May 2012 - August 2012
Williamson PR and Showroom  September 2011 - December 2011
Philadelphia University  May 2011 - August 2011

Skills
Social Media, Facebook, Social Media Marketing, Advertising, Event Planning, Public Relations, Marketing, Marketing Communications, Market Research, Social Networking, PowerPoint, Press Releases, Microsoft Office, Event Management, Marketing Research, Online Advertising

Education
Fordham University   2010 — 2014
Bachelor of Science (BS), Marketing with Secondary Concentrations in Business Communications and Global Business

Gabelli School of Business in London   2012 — 2012

St. Pius X High School   2006 — 2010

Bill Pietrunti Bill Pietrunti Greater New York City Area Details
Bill Pietrunti's Geller & Company Experience 2001 - 2006
Job Consultant at Robert Half International
Industry Accounting
Experience
Robert Half International  September 2012 - Present
Study Group USA  July 2008 - August 2012
Deutsche Bank AG  December 2006 - May 2008
Geller & Company   2001 - 2006
Ernst & Young LLP  October 1999 - April 2001
Toys R Us  October 1998 - October 1999
Sax Macy Fromm & Co  July 1997 - October 1998
AGFA Corporation  March 1994 - July 1997

Skills
Financial Reporting, Financial System..., ERP, Financial Analysis, US GAAP, Management Accounting, Supervisory Experience, SAP Implementation, Financial Forecasting, Operating Budgets, Month End Close, Internal Controls, CPA

Education
Montclair State University   1988 — 1992
BS, Accounting

Tricia Levin Tricia Levin Hoboken, New Jersey Details
Tricia Levin's Geller & Company Experience October 2012 - Present
Job Head of tax at Geller & Company
Industry Financial Services
Experience
Geller & Company   October 2012 - Present
Deloitte Tax LLP  October 1995 - October 2012

Skills
Family Office, Tax, Private Equity, Corporate Tax, International Tax, Income Tax, Tax Accounting, Hedge Funds, Partnership Taxation, Due Diligence, Tax Research, Accounting, Tax Advisory, High Net Worth..., Tax Law, CPA

Education
Fordham University   1999 — 2001
MST, Taxation

Emory University   1991 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance

Ishel Reid Ishel Reid Charlotte, North Carolina Details
Ishel Reid's Geller & Company Experience March 1999 - February 2008
Job Sr. Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable  July 2008 - Present
Geller & Company   March 1999 - February 2008
Alliance Business Centers  March 1996 - February 1999

Education
Concordia College-New York   2001 — 2003
Bachelor of Science (B.S.), School Psychology

Westchester Community College   1996 — 1998
Associate's degree, Psychology

Andrew Hollis Andrew Hollis New York, New York Details
Andrew Hollis's Geller & Company Experience September 2006 - August 2013
Job Global Marketing & Sales
Industry Human Resources
Experience
Mercer  January 2014 - Present
Geller & Company   September 2006 - August 2013
Hudson  December 2004 - September 2006
Shearman & Sterling LLP  August 2000 - November 2004

Skills
Financial Analysis, Financial Modeling, Variance Analysis, Finance, Financial Reporting, Microsoft Excel, Hyperion Enterprise, Forecasting, Strategic Financial..., Bloomberg, SAP, Corporate Finance, Budgets, Bloomberg Terminal, Pivot Tables, Equities, Process Improvement, SAP BW, SAP BI, Tableau, SAP R/3, Fixed Income, Financial Statements, Financial Statement..., Capital Budgeting, MicroStrategy, Brio Query

Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance, General

Eric Stith Eric Stith Falls Church, Virginia Details
Eric Stith's Geller & Company Experience August 2014 - Present
Job Financial Strategy and Analysis at Geller & Company
Industry Newspapers
Experience
Geller & Company   August 2014 - Present
The Washington Post  February 2013 - May 2014
The Washington Post  February 2010 - February 2013
Gannett Government Media Corporation  January 2007 - February 2010
USA TODAY  January 1999 - December 2006
USA TODAY  1997 - 1998
Cambridge Associates  1995 - 1997

Skills
Financial Analysis, Strategic Planning, Business Strategy, Business Analysis, Forecasting, Business Modeling, Competitive Analysis, Budget Process, Cross-functional Team..., Project Management, Business Process..., Financial Reporting, Managerial Finance, Digital Media, Finance, Strategic Financial..., Analysis

Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.)

Frostburg State University
Bachelor's Degree, Finance

Karla Saavedra Karla Saavedra Greater New York City Area Details
Karla Saavedra's Geller & Company Experience May 2004 - Present
Job
Industry Financial Services
Experience
Geller & Company   May 2004 - Present
Geller & Company   May 2004 - January 2015
Acadia Realty Trust  January 2002 - January 2004
Staples  September 1999 - August 2001

Skills
Management, Research, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Lease Administration, Lease Audit, Contract Management

Education
Rutgers University School of Law - Newark   2008 — 2012
Juris Doctor (J.D.)

Clark University   1995 — 1999
Bachelor's Degree

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