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
Alex Ferrill Alex Ferrill New York, New York Details
Alex Ferrill's Geller & Company Experience July 2005 - December 2007
Job Marketer, Special Events, Conferences, CRM Admin Pangea3, Thomson Reuters
Industry Legal Services
Experience
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)

David R. Wesner David R. Wesner Phoenix, Arizona Details
David R. Wesner's Geller & Company Experience 2008 - 2013
Job Senior Financial and Operations Executive (CFO, COO)
Industry Management Consulting
Experience
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

Jessica Zuckerman Jessica Zuckerman Greater New York City Area Details
Jessica Zuckerman's Geller & Company Experience August 2014 - Present
Job Geller & Company
Industry Financial Services
Experience
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

Bradley Weiner Bradley Weiner Merrick, New York Details
Bradley Weiner's Geller & Company Experience June 2012 - August 2013
Job Licensed Real Estate Salesperson at DSA Realty Services
Industry Accounting
Experience
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

John Baldaserini John Baldaserini Greater New York City Area Details
John Baldaserini's Geller & Company Experience November 2013 - August 2014
Job Front End Web Developer near New York City (NYC) specializing in Mobile & Responsive Design, PSD to HTML and WordPress
Industry Computer Software
Experience
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

Douglas Marino Douglas Marino New York, New York Details
Douglas Marino's Geller & Company Experience June 2004 - March 2015
Job COO Single Family Office
Industry Financial Services
Experience
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

Laura Podolnick Laura Podolnick Greater New York City Area Details
Laura Podolnick's Geller & Company Experience April 2005 - February 2006
Job Associate Staff Analyst: OMB, Business Planning at New York City Transit
Industry Architecture & Planning
Experience
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.

jeff haveson jeff haveson Greater New York City Area Details
jeff haveson's Geller & Company Experience 1993 - 2003
Job International Tax Technical specialist
Industry Law Practice
Experience
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

Dennis McVeigh Dennis McVeigh Greater New York City Area Details
Dennis McVeigh's Geller & Company Experience January 2012 - December 2014
Job Financial executive specializing in operational integration and transition
Industry Financial Services
Experience
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

Kristin Fabianski Kristin Fabianski New York, New York Details
Kristin Fabianski's Geller & Company Experience April 2015 - Present
Job Personal Assistant at Geller & Company
Industry Individual & Family Services
Experience
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

Chris Zukauckas Chris Zukauckas Greater New York City Area Details
Chris Zukauckas's Geller & Company Experience May 2010 - August 2010
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
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

Patrick Giordano Patrick Giordano New York, New York Details
Patrick Giordano's Geller & Company Experience June 2005 - September 2005
Job Trader at Wells Fargo Securities
Industry Financial Services
Experience
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

Allyce Lawrence Allyce Lawrence Los Angeles, California Details
Allyce Lawrence's Geller & Company Experience December 2010 - August 2012
Job Executive Recruiter at Century Group
Industry Staffing and Recruiting
Experience
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

Nick Vitiello Nick Vitiello Greater New York City Area Details
Nick Vitiello's Geller & Company Experience August 2014 - Present
Job Senior Financial Analyst at Geller & Company
Industry Financial Services
Experience
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

Nick Banta Nick Banta Clearwater, Florida Details
Nick Banta's Geller & Company Experience September 2013 - April 2015
Job Network Security & Compliance Leader
Industry Computer & Network Security
Experience
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

Pamela Dobry Pamela Dobry Clifton Park, New York Details
Pamela Dobry's Geller & Company Experience July 2007 - September 2008
Job Licensed Real Estate Salesperson at Realty USA
Industry Financial Services
Experience
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

John Masoudpour John Masoudpour Greater New York City Area Details
John Masoudpour's Geller & Company Experience June 2010 - Present
Job Finance Director MultiBillion Dollar Privately Held Global Technology Firm
Industry Information Technology and Services
Experience
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

Greg Wiercinski, CPA, MBA Greg Wiercinski, CPA, MBA New York, New York Details
Greg Wiercinski, CPA, MBA's Geller & Company Experience July 2009 - June 2011
Job Client Service Director at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
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

Margaret McConville Margaret McConville Greater New York City Area Details
Margaret McConville's Geller & Company Experience February 2015 - Present
Job Human Capital at Geller & Company
Industry Staffing and Recruiting
Experience
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

Aaron Testa Aaron Testa Greater Philadelphia Area Details
Aaron Testa's Geller & Company Experience September 2010 - Present
Job Finance For Global Technology and Media Firm
Industry Financial Services
Experience
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

Thomas Kenneally, CPA Thomas Kenneally, CPA Greater New York City Area Details
Thomas Kenneally, CPA's Geller & Company Experience December 1993 - August 1998
Job VP / Business Leader at MasterCard
Industry Accounting
Experience
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

Stephen Lax, CPA Stephen Lax, CPA Greater New York City Area Details
Stephen Lax, CPA's Geller & Company Experience 2009 - 2010
Job Executive Director, Strategy and Executive Office at Nomura Holdings, Inc.
Industry Financial Services
Experience
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

Bruce McCandless Bruce McCandless Greater New York City Area Details
Bruce McCandless's Geller & Company Experience April 2009 - Present
Job Geller & Co.
Industry Financial Services
Experience
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

Jared Anderman Jared Anderman Greater New York City Area Details
Jared Anderman's Geller & Company Experience January 2010 - October 2010
Job Associate Director at Deerfield Institute
Industry Market Research
Experience
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

Jerry Leamon Jerry Leamon Greater New York City Area Details
Jerry Leamon's Geller & Company Experience February 2012 - Present
Job Foundation Board; Lindner College of Business Advisory Board; University Advisors at University of Cincinnati
Industry Accounting
Experience
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

Rea Paladino (DeLeon) Rea Paladino (DeLeon) Greater New York City Area Details
Rea Paladino (DeLeon)'s Geller & Company Experience September 2011 - Present
Job Human Resources at Geller & Company
Industry Financial Services
Experience
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

Chinsuk Kang Chinsuk Kang Greater New York City Area Details
Chinsuk Kang's Geller & Company Experience April 2015 - Present
Job Human Capital at Geller & Company
Industry Financial Services
Experience
Geller & Company   April 2015 - Present

Education
University of Michigan   1993 — 1997
Bachelor of Arts (BA)

Detroit Country Day School   1985 — 1993

Jeanette Trojan CFP® Jeanette Trojan CFP® Greater New York City Area Details
Jeanette Trojan CFP®'s Geller & Company Experience 2006 - 2009
Job Business Manager / Financial Planner
Industry Financial Services
Experience
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

Brad Weinstein Brad Weinstein Washington, District Of Columbia Details
Brad Weinstein's Geller & Company Experience June 2012 - August 2012
Job Ad Operations at SocialCode
Industry Marketing and Advertising
Experience
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

Bradley Weiner Bradley Weiner Greater New York City Area Details
Bradley Weiner's Geller & Company Experience May 2011 - August 2011
Job Student at University of Maryland College Park
Industry Accounting
Experience
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

Tyler Gobie Tyler Gobie New York, New York Details
Tyler Gobie's Geller & Company Experience March 2013 - February 2014
Job Senior Accountant at KKR
Industry Financial Services
Experience
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

Dana Gratch, CPA Dana Gratch, CPA New York, New York Details
Dana Gratch, CPA's Geller & Company Experience January 2015 - Present
Job Tax Manager at Geller & Company
Industry Financial Services
Experience
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

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