Geller & Company
Founded: 1984 Subsidiaries: Geller Family Office Services LLC, Geller & Company LLC, Asset Management Arm, Geller Services LLC
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Geller & Company Employees
Pangea3, a Thomson Reuters business January 2008 - Present
Geller & Company July 2005 - December 2007
The New York Women's Foundation January 2005 - June 2005
Deutsche Bank September 2003 - December 2004
Mountain States Administration January 2001 - June 2002
Aon Risk Solutions September 1997 - December 1999
Skills
Event Planning, Competitive Intelligence, Accounting, Multi-media Marketing..., Newsletter Production, Collateral Management, HTML emails, Conference Coordination, Expense Reports, Travel Management, Executive Calendar..., CRM databases, Salesforce Administrator, Direct Mail, Webmaster Services, Lexis, Event Management
Education
University of Northern Colorado 1993 — 1997
Bachelor of Arts (BA)
Rivers & Moorehead, PLLC 2015 - Present
DRW Consulting 2013 - Present
Geller & Company 2008 - 2013
SCP Worldwide 2005 - 2008
Zurich Financial Services 2004 - 2005
Exelon 2001 - 2004
TransUnion 1997 - 2000
Allstate Insurance 1995 - 1997
Arthur Andersen 1993 - 1995
Skills
Strategy, Mergers & Acquisitions, Start-ups, Forecasting, Accounting, Financial Analysis, Financial Modeling, Strategic Planning, Business Strategy, Restructuring, Finance, Leadership, Mergers, Due Diligence, Analysis, Financial Services, Management, Risk Management, Venture Capital, Corporate Finance, Internal Audit, Outsourcing, Financial Reporting, Business Planning, Private Equity, Management Consulting, Team Building, Strategic Financial..., Business Process, Acquisition Integration, Investments, Financial Planning, Process Improvement, Change Management, Corporate Development, Managerial Finance, Executive Management, Valuation, Budgeting, Competitive Analysis, Process Engineering, Customer Relations, Business Analysis, Business Development, Customer Service, CFOs, Budgets, Sports Management, Shared Services, Sarbanes-Oxley Act
Education
University of Notre Dame
Mendoza College of Business, MBA
University of Wisconsin-Madison
School of Business, BBA
Geller & Company August 2014 - Present
Anti-Defamation League November 2010 - August 2014
Net@Work December 2008 - October 2010
crobar NYC May 2006 - August 2006
Skills
Social Media, Facebook, Microsoft Office, Nonprofits, Event Management, Social Networking, Fundraising, Customer Service
Education
University of Hartford 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
DSA Realty Services December 2014 - Present
Zapken & Loeb 2013 - 2014
Geller & Company June 2012 - August 2013
Geller & Company May 2011 - August 2011
Skills
Accounting, QuickBooks, General Ledger, Financial Reporting, Auditing, Tax, Tax Preparation, GAAP, Bookkeeping, Internal Controls
Education
University of Maryland College Park 2008 — 2012
Bachelor's degree, Accounting
University of Maryland College Park 2008 — 2012
Bachelor's degree, Logistics, Materials, and Supply Chain Management
MarkNet Group December 2014 - Present
Freelance August 2014 - Present
Geller & Company November 2013 - August 2014
TUDOR INVESTMENT CORPORATION November 2011 - July 2013
FactSet Research Systems April 2010 - November 2011
UBS Investment Bank August 2000 - October 2009
Skills
Responsive Web Design, Web Development, HTML 5, CSS 3, Meticulous eye for..., WordPress, Customer Service, JavaScript, jQuery, Photoshop, Usability, Web Design, Security, Technical Writing, Listening to customers, Dreamweaver, Technical Training, Team Leadership, Process Improvement, CSS, HTML, SharePoint, Project Management, Bootstrap, Windows Server, IT Service Management, User-centered Design
Education
University of Dayton 1994 — 1998
Bachelor's Degree, Psychology
Harbinger Capital Partners April 2015 - June 2015
Geller & Company June 2004 - March 2015
Independent SAP Financial Consulting April 2002 - June 2004
Aventis Pharmaceuticals October 2000 - March 2002
KPMG Consulting March 1998 - September 2000
Bristol-Myers Squibb, Princeton, New Jersey March 1996 - March 1998
Bristol-Myers Squibb, Princeton, New Jersey October 1994 - March 1996
Coopers & Lybrand July 1992 - September 1994
Skills
Accounting, QuickBooks, Management Consulting, Business Intelligence, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Management, US GAAP, Corporate Finance, Family Office, Microsoft Dynamics, Internal Audit, SAP, Finance
Education
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Finance
New York City Transit July 2015 - Present
State of NY Metropolitan Transportation Authority October 2014 - July 2015
Sam Schwartz Engineering, DPC November 2011 - October 2014
The Wharton School September 2009 - May 2011
Transportation Resource Associates, Inc. May 2010 - August 2010
The D. E. Shaw Group March 2006 - August 2009
Geller & Company April 2005 - February 2006
American Hospital of Paris Foundation January 2005 - March 2005
Freelance Web Designer (Self-employed) 1997 - 2005
Carriage Services June 2004 - August 2004
Skills
Microsoft Excel, Transportation Planning, Financial Analysis, Urban Planning, ArcGIS, Writing, Technical Writing, Editing, Urban Design, Transportation, HTML, CSS, Land Use, Adobe Creative Suite, Dreamweaver, Excel, Visum, GIS, Public Transport, VISUM
Education
University of Pennsylvania 2009 — 2011
MCP, Transportation
New York University College of Arts & Science 2000 — 2004
BA, English
New York University in Prague 2003 — 2003
Study Abroad Program, Completed graduate-level coursework in Czech literature.
Golden Gate University- Braden School of Taxation January 2008 - Present
Internal Revenue Service June 2006 - Present
Alcatel-Lucent August 2003 - December 2005
Congregation Beth Chaim 2003 - 2005
Geller & Company 1993 - 2003
Skills
Tax, Accounting, Corporate Tax, Tax Law, International Tax, US GAAP, Tax Treaties, Tax Accounting, Tax Preparation, Income Tax, Transfer Pricing, Auditing, GAAP, Finance, Mergers & Acquisitions, Financial Reporting, CPA, Financial Accounting
Education
New York University - Leonard N. Stern School of Business
MBA, Taxation and Finance
University of Pennsylvania - The Wharton School
BS Economics, Accounting and Finance
MUFG Americas January 2015 - Present
Geller & Company January 2012 - December 2014
Investment Technology Group, Inc. March 2006 - August 2011
Investment Technology Group, Inc. August 2001 - March 2006
PwC August 1991 - July 2001
Skills
Integration, Due Diligence, Financial Systems..., Financial Control, Project Implementation, US GAAP, SOX, Operational Risk..., Financial Modeling, Financial Reporting, Business Planning, Financial Statement..., Financial Risk..., Acquisition Integration, SEC reporting, Executive Reporting, Personnel Development, Personnel Recruiting, P&L Management, Team Leadership, Regulatory Reporting, Strategic Analysis, Internal Controls, Change Control, Culture Change, Expense Management, Restructuring, Revenue Recognition, Contract Management, Performance Improvement, Analytical Approach, Financial Analysis, Financial Statements, Sarbanes-Oxley Act, Equities, Analysis, Asset Management, SEC filings, Financial Services, Investment Banking, Accounting, Securities, Management, Derivatives, Executive Management, SEC Filings
Education
University of Notre Dame 1987 — 1991
Bachelor of Business Administration (BBA), Accountancy
Geller & Company April 2015 - Present
Coatue Management August 2013 - February 2015
Private Residence April 2012 - August 2013
Michael Kors December 2011 - April 2012
sfa design May 2011 - December 2011
Skills
Quicken, Interior Design, Interior Architecture, Adobe Creative Suite, Photography, Furniture, InDesign, Hospitality, Art, Space planning
Education
University of California, Santa Barbara 2006 — 2010
Bachelors Degree, Global Studies
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
Deloitte June 2012 - August 2012
Centerbridge Partners May 2011 - July 2011
Geller & Company May 2010 - August 2010
University of Michigan September 2009 - April 2010
Geller & Company July 2008 - August 2008
Skills
Analysis, Accounting, Account Reconciliation, Corporate Finance, Financial Statements, General Ledger, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2014
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration
Wells Fargo Securities August 2015 - Present
JPMorgan Chase & Co. June 2007 - April 2015
JPMorgan Chase & Co. June 2006 - August 2006
Geller & Company June 2005 - September 2005
Skills
Derivatives, Hedge Funds, Risk Management, Equities, Trading, Options, Series 7, Equity Derivatives, Equity Trading, Trading Systems
Education
Villanova University 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics
University of Oxford 2005 — 2006
Behavioral Finance, Developmental Economics
Century Group June 2015 - Present
Robert Half Finance & Accounting September 2012 - March 2015
Geller & Company December 2010 - August 2012
William O'Neil + Co. Inc. June 2009 - August 2010
Wagner Equipment July 2006 - March 2009
Skills
General Ledger, Accounting, Financial Analysis, Fixed Assets, Financial Reporting, Accounts Payable, Accruals, Budgets, Microsoft Office, Microsoft Excel, Invoicing, Financial Accounting, Management, Finance, Recruiting, Journal Entries, Variance Analysis, Income Statement, Account Reconciliation, GAAP, P&L
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
SMCHS
Geller & Company August 2014 - Present
Experian Marketing Services June 2011 - August 2014
ISP June 2010 - June 2011
ISP June 2009 - June 2010
ISP June 2007 - June 2009
Skills
Finance, Financial Reporting, Variance Analysis, Financial Analysis, Forecasting, Accounting, Journal Entries, Cost Management, Cost Control, P&L Management, Cost Center Management, Revenue Forecasting, Headcount Management, Cost Reporting, Month End Close, Financial Modeling, Microsoft Excel, Hyperion Planning, Hyperion Interactive..., Oracle Applications, Cognos, Corporate Finance, Budgets, Internal Audit, Process Improvement
Education
University of Rhode Island - College of Business Administration 2003 — 2007
BS, Finance
GE April 2015 - Present
Geller & Company September 2013 - April 2015
GE Home & Business Solutions July 2010 - September 2013
Systegra Inc. October 2008 - July 2010
Virginia Credit Union February 2007 - October 2008
Prince George County February 2006 - April 2007
Woodfin October 2002 - February 2006
Skills
ITIL, Information Security, ISO 17799, CISSP, Penetration Testing, Vulnerability Assessment, Network Security, Vulnerability Management, FISMA, Security, Firewalls, CISA, Computer Forensics, IDS, Vulnerability Scanning, Information Assurance, IT Audit, Information Security..., Computer Security, NIST, Disaster Recovery, Network Architecture, Data Security, Business Continuity, Security Architecture..., Intrusion Detection, Application Security, Security Audits, VPN
Education
University of North Carolina at Greensboro 1997 — 2001
BS, Computer Science
Realty USA 2014 - Present
P.D. Consulting January 2012 - 2014
NYC Department of Housing Preservation & Development July 2010 - January 2012
Geller & Company July 2007 - September 2008
P.D. Consulting July 2006 - July 2007
The College Board May 2003 - July 2006
American Express November 1995 - October 2001
Corp Banca July 1993 - September 1995
Skills
Forecasting, Strategic Planning, Product Development, Pricing Strategy, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Investments, Asset Managment, Real Estate, Profitability Tracking, Budgets, Finance, Financial Services, Change Management, Business Analysis, Strategy
Education
NYU Schack
Master of Business Administration (M.B.A.), FInance
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
B.A., Psychology
Geller & Company June 2010 - Present
JPMorgan Chase September 2008 - February 2010
JPMorgan Chase August 2007 - September 2008
Citi May 2006 - August 2006
Accenture June 2003 - May 2006
Lockheed Martin August 2001 - May 2003
Skills
Forecasting, Pricing, Financial Modeling, Strategic Planning, Competitive Analysis, Financial Analysis, Budgets, Due Diligence, Valuation, Business Planning, Change Management, Business Analysis, Budgeting, Product Development, P&L Management, Planning, Financial Reporting, P&L, Process Improvement, Analysis, Business Strategy, Business Development, Managerial Finance, Analytics, Management, Portfolio Management, Banking, Investments, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance and Strategy
University of Maryland - Robert H. Smith School of Business 1996 — 2001
BS, Finance and Marketing
Georgetown Prep 1992 — 1996
High School Degree
Mater Dei 1984 — 1992
Robert Half Management Resources June 2011 - Present
Geller & Company July 2009 - June 2011
US Trust March 2003 - July 2009
Merrill Lynch September 1999 - August 2001
PwC May 1997 - September 1999
Coopers & Lybrand June 1996 - August 1996
Skills
Financial Analysis, Equities, Forecasting, Accounting, Finance, Variance Analysis, Financial Reporting, Microsoft Excel, Tax, Risk Management, Hedge Funds, Certified Public...
Education
New York University, Stern School of Business 2001 — 2003
MBA, Marketing
University of Notre Dame 1993 — 1997
B.B.A., Accounting
Archbishop Wood 1989 — 1993
High School
Geller & Company February 2015 - Present
RSR Partners April 2012 - January 2015
Korn/Ferry International October 2008 - June 2011
Heidrick & Struggles July 2006 - August 2008
Heidrick & Struggles September 2002 - July 2006
Goldman Sachs & Co 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Bear Stearns & Co October 1994 - 1996
American International Group June 1992 - April 1994
Skills
Screening Resumes, Recruiting, Administrative..., CRM, Event Planning, Executive Search, Human Resources, Leadership, Marketing, Marketing Communications, Customer Service, New Business Development, Public Relations, Sourcing, Talent Acquisition, Talent Management, Business Development
Education
University of Scranton 1988 — 1992
BS, Accounting
Geller & Company September 2010 - Present
GE Capital February 2010 - September 2010
GE Retail Finance March 2006 - January 2010
GE Money December 2003 - February 2006
GE Equipment Services July 2002 - November 2003
GE Capital January 2000 - July 2002
Skills
Forecasting, Six Sigma, Budgeting, Analysis, Pricing, Financial Modeling, Financial Analysis, Financial Planning, Due Diligence, P&L Management, Process Improvement, Reporting & Analysis, Strategic Financial..., Cross-functional Team..., Mergers & Acquisitions, Budgets, Finance, Valuation, Strategy, Start-ups
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BSBA, Finance
MasterCard June 2003 - Present
IBM February 2001 - June 2003
i3 mobile February 2000 - February 2001
Philip Morris August 1998 - February 2000
Geller & Company December 1993 - August 1998
Skills
Financial Reporting, Variance Analysis, Accounting, Financial Analysis, Sarbanes-Oxley Act, Finance, Financial Services, Leadership, Financial Modeling, Managerial Finance, Budgets, Internal Controls, Forecasting, Hyperion Enterprise, US GAAP, Mergers & Acquisitions, Corporate Finance
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science, Accounting
Archbishop Molloy HS 1985 — 1989
Nomura Holdings, Inc. 2014 - Present
Nomura Holdings, Inc. 2010 - 2014
Geller & Company 2009 - 2010
Lehman Brothers 2007 - 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1999 - 2002
Lehman Brothers 1997 - 1999
Lehman Brothers 1995 - 1997
Lehman Brothers 1993 - 1995
Ernst & Young 1991 - 1993
Skills
Risk Management, Corporate Finance, Treasury, Strategic Financial..., Financial Reporting, Process Improvement, Valuation, Sarbanes-Oxley Act, Accounting, Mergers & Acquisitions, Investment Banking, Hedge Funds, Portfolio Management, Analysis, Strategy, Finance, Mergers, Bloomberg, Equities, Credit Analysis, Trading, Internal Audit, Analytics, Business Intelligence, Executive Management, Market Risk, Capital Markets, Credit Risk, Financial Services, Strategic Planning, Investments, Derivatives, Financial Modeling, Leadership, Management, Fixed Income, Financial Risk, Auditing
Education
University of Delaware 1987 — 1991
BS of Science, Accounting
Marlboro High School 1983 — 1987
High School Diploma, Accounting
Geller & Company April 2009 - Present
JPMorgan Chase April 2008 - March 2009
Bear Stearns September 1988 - March 2008
Manufacturers Hanover Trust March 1984 - September 1988
Skills
Fixed Income, Account Reconciliation, Budgets, Financial Modeling, Equities, Financial Analysis, Investment Banking, Capital Markets, Hedge Funds
Education
University of Delaware 1979 — 1983
BS, Economics
Liberty High School - Bethlehem PA 1976 — 1979
Deerfield Management January 2015 - Present
Deerfield Management January 2014 - December 2014
Deerfield Management January 2012 - December 2013
Deerfield Management October 2010 - December 2011
Geller & Company January 2010 - October 2010
Cantor Fitzgerald June 2009 - January 2010
JPMorgan Chase June 2007 - June 2009
Pepsi Bottling Group June 2006 - August 2006
New York Medical College June 2005 - August 2005
New York Medical College June 2003 - January 2004
Education
University of Delaware 2003 — 2007
BS, Marketing, MIS, International Business
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Marketing, MIS, International Business
Yorktown High School 1999 — 2003
Korn Ferry International October 2012 - Present
G3 (Good Governance Group) May 2012 - Present
Geller & Company February 2012 - Present
AmeriCares 2006 - Present
University of Cincinnati January 2004 - Present
Deloitte & Touche June 1981 - January 2012
Skills
International Tax, Mergers, SEC filings, Acquisition Integration, Business Process..., Management Consulting, Internal Audit, Financial Modeling, Corporate Tax, Restructuring, Auditing, Corporate Development, Financial Analysis, Managerial Finance, Internal Controls, Venture Capital, Mergers & Acquisitions, Private Equity, Financial Accounting, Corporate Finance, Organizational Design, Due Diligence, Enterprise Risk..., Business Transformation, Financial Reporting, Sarbanes-Oxley Act, Tax, US GAAP
Education
University of Cincinnati College of Business 1968 — 1972
Bachelor of Business Administration (BBA), Accounting
Geller & Company September 2011 - Present
The Children's Place June 2010 - September 2011
Geller & Company June 2007 - May 2010
GoAmerica Communications June 2006 - June 2007
Skills
Onboarding, Employee Relations, HRIS, Human Resources, Recruiting
Education
University of Hartford 2002 — 2006
BS, Business Management
Geller & Company April 2015 - Present
Education
University of Michigan 1993 — 1997
Bachelor of Arts (BA)
Detroit Country Day School 1985 — 1993
Consultant 2009 - Present
Gelmart International 2011 - Present
Boy Scouts of America 2011 - 2012
Geller & Company 2006 - 2009
Burton Goldstein & Co., LLC 2001 - 2006
Stuart A. Ditsky, CPA PC 1996 - 2001
Skills
Strategic Financial..., Business Planning, Family Office, Entertainment Industry, Forecasting, Accounting, Investments, Insurance, Financial Analysis, Contract Negotiation, Retirement Planning, Estate Tax Planning, Tour Management, Charitable Gift Planning, Philanthropy, Private Equity, Project Management, Employee Benefits, Wealth Management, Trusts, Financial Reporting, QuickBooks, Finance, High Net Worth..., Strategy, Financial Planners, Management, Analysis, Financial Planning
Education
New York University 2001 — 2003
Certificate, Financial Planning
University of South Florida 1989 — 1994
Bachelor of Science, Finance
SocialCode October 2013 - Present
SocialCode October 2013 - Present
Geller & Company June 2012 - August 2012
Maryland Public Interest Research Group September 2011 - December 2011
Skills
Finance, Analysis, Budgets, Project Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Leadership, Research, Social Media
Education
University of Maryland College Park 2009 — 2013
Bachelor's Degree, Economics, Alumni
Geller & Company May 2011 - August 2011
Applebee's January 2008 - June 2010
Select Copy January 2006 - January 2009
Education
University of Maryland College Park 2008 — 2012
Bachelor's of Science, Accounting and Supply Chain Management, 3.0
KKR March 2014 - Present
Geller & Company March 2013 - February 2014
Geller & Company November 2011 - March 2013
Goldstein Schechter Koch January 2010 - August 2011
Education
University of Florida 2006 — 2009
BASc, Accounting
Geller & Company January 2015 - Present
Geller & Company July 2011 - Present
Ernst & Young October 2006 - July 2011
Skills
High Net Worth..., Personal Income Tax..., Tax, Tax Research, Income Tax, Tax Returns, Tax Preparation, ProSystem fx Tax, Personal Tax Planning, Tax Advisory, Tax Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
Master's degree, Accounting
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), Economics