Glass Jacobson
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Glass Jacobson Employees
Employee
Years
Job
Industry
Marnie Baddock Marnie Baddock's Glass Jacobson Experience May 2008 - August 2008
Job Junior Account Executive at Profiles, Inc.
Industry Public Relations and Communications
Experience
Profiles, Inc. June 2014 - Present
MGH, Inc. January 2014 - May 2014
IMRE September 2013 - December 2013
Profiles, Inc. May 2013 - August 2013
University of Maryland August 2012 - December 2012
Beth Tfiloh, Synagogue and Schools June 2008 - August 2010
Jewish Community Center of Greater Baltimore September 2008 - April 2009
Glass Jacobson May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Social Media, Fundraising, Facebook, Public Relations, Community Outreach, News Writing, Research, Editing, Blogging, Press Releases
Education
University of Maryland College Park 2010 — 2014
Bachelor's Degree, Communication - Public Relations
Richmond, The American International University in London 2013 — 2013
Owings Mills High School 2006 — 2010
Profiles, Inc. June 2014 - Present
MGH, Inc. January 2014 - May 2014
IMRE September 2013 - December 2013
Profiles, Inc. May 2013 - August 2013
University of Maryland August 2012 - December 2012
Beth Tfiloh, Synagogue and Schools June 2008 - August 2010
Jewish Community Center of Greater Baltimore September 2008 - April 2009
Glass Jacobson May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Social Media, Fundraising, Facebook, Public Relations, Community Outreach, News Writing, Research, Editing, Blogging, Press Releases
Education
University of Maryland College Park 2010 — 2014
Bachelor's Degree, Communication - Public Relations
Richmond, The American International University in London 2013 — 2013
Owings Mills High School 2006 — 2010
Patrick V. Trotta, CPA, CHC Patrick V. Trotta, CPA, CHC's Glass Jacobson Experience 2009 - Present
Job Director of Health & Elder Care Provider Services at Glass Jacobson
Industry Accounting
Experience
Glass Jacobson 2009 - Present
Sacks Trotta Koppelman, LLC 2001 - October 2009
Reznick Group 1997 - 2001
Skills
Elder Care Accounting &..., Healthcare Accounting &..., Third Party (Medicare,..., Healthcare, Financial Planners, Medicaid, Microsoft Excel, Investments, Accounting, QuickBooks, Elder Care, Customer Service, Estate Planning, Medicare, Tax, Reimbursement, Wealth Management, Financial Analysis, Strategic Planning, Microsoft Office, Fixed Assets, Strategic Financial..., PowerPoint, Income Tax, Long-term Care, Microsoft Word, Financial Reporting, Healthcare Consulting, Retirement Planning, New Business Development, Financial Statements, CPA, Tax Preparation, Auditing, Corporate Tax, Payroll
Education
Towson University
Bachelor of Science, Business, Accounting and Economics
Calvert Hall college
Glass Jacobson 2009 - Present
Sacks Trotta Koppelman, LLC 2001 - October 2009
Reznick Group 1997 - 2001
Skills
Elder Care Accounting &..., Healthcare Accounting &..., Third Party (Medicare,..., Healthcare, Financial Planners, Medicaid, Microsoft Excel, Investments, Accounting, QuickBooks, Elder Care, Customer Service, Estate Planning, Medicare, Tax, Reimbursement, Wealth Management, Financial Analysis, Strategic Planning, Microsoft Office, Fixed Assets, Strategic Financial..., PowerPoint, Income Tax, Long-term Care, Microsoft Word, Financial Reporting, Healthcare Consulting, Retirement Planning, New Business Development, Financial Statements, CPA, Tax Preparation, Auditing, Corporate Tax, Payroll
Education
Towson University
Bachelor of Science, Business, Accounting and Economics
Calvert Hall college
Bill Cannon, AIF®, ARPC Bill Cannon, AIF®, ARPC's Glass Jacobson Experience April 2014 - Present
Job Director of Retirement Plan Services at Glass Jacobson Investment Advisors I Helping Our Clients Secure Retirement
Industry Financial Services
Experience
Glass Jacobson April 2014 - Present
Transamerica Retirement Solutions April 2007 - April 2014
Mutual of America November 2002 - April 2007
Skills
401k, Defined Benefit, Pensions, Retirement Plan..., Employee Benefits, Relationship Management, Defined Contribution, Retirement
Education
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.Sc.), Consumer Economics & Finance
Glass Jacobson April 2014 - Present
Transamerica Retirement Solutions April 2007 - April 2014
Mutual of America November 2002 - April 2007
Skills
401k, Defined Benefit, Pensions, Retirement Plan..., Employee Benefits, Relationship Management, Defined Contribution, Retirement
Education
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.Sc.), Consumer Economics & Finance
Marc Carrie Marc Carrie's Glass Jacobson Experience January 2013 - Present
Job CPA, Glass Jacobson, PA.
Industry Financial Services
Experience
Glass Jacobson January 2013 - Present
Invensys May 2010 - January 2012
Saint Anselm College September 2011 - December 2011
Participant September 2011 - December 2011
Skills
Microsoft Excel, Analysis, Auditing, CPA, Financial Reporting, Financial Accounting, Microsoft Office, Journal Entries, Bank Reconciliation, Financial Analysis, Accounting, Management, QuickBooks, Project Management, Business Process..., Business Process
Education
Northeastern University 2012 — 2012
MS, Accounting
Saint Anselm College 2008 — 2012
BS, Accounting
Glass Jacobson January 2013 - Present
Invensys May 2010 - January 2012
Saint Anselm College September 2011 - December 2011
Participant September 2011 - December 2011
Skills
Microsoft Excel, Analysis, Auditing, CPA, Financial Reporting, Financial Accounting, Microsoft Office, Journal Entries, Bank Reconciliation, Financial Analysis, Accounting, Management, QuickBooks, Project Management, Business Process..., Business Process
Education
Northeastern University 2012 — 2012
MS, Accounting
Saint Anselm College 2008 — 2012
BS, Accounting
Larry S. Goldberg, DDS, CPA Larry S. Goldberg, DDS, CPA's Glass Jacobson Experience May 2001 - Present
Job Dental CPA| Glass Jacobson| Accounting| Taxes & Tax Planning|larry.goldberg@glassjacobson.com
Industry Accounting
Experience
Glass Jacobson May 2001 - Present
The McNor Group January 1997 - April 2001
Larry S Goldberg DDS 1988 - 1997
Skills
Tax, Accounting, QuickBooks, Tax Preparation, Retirement Planning, Finance, CPA, Dentistry, Start-ups, Mergers & Acquisitions, Wealth Management, Management Consulting, Financial Planners, Income Tax, Financial Analysis
Education
Catonsville Community College 1994 — 1996
AA, Accounting
University of Maryland Dental School 1976 — 1980
DDS, Dentistry
University of Maryland Baltimore County 1973 — 1976
none, Economics
Glass Jacobson May 2001 - Present
The McNor Group January 1997 - April 2001
Larry S Goldberg DDS 1988 - 1997
Skills
Tax, Accounting, QuickBooks, Tax Preparation, Retirement Planning, Finance, CPA, Dentistry, Start-ups, Mergers & Acquisitions, Wealth Management, Management Consulting, Financial Planners, Income Tax, Financial Analysis
Education
Catonsville Community College 1994 — 1996
AA, Accounting
University of Maryland Dental School 1976 — 1980
DDS, Dentistry
University of Maryland Baltimore County 1973 — 1976
none, Economics
Vanessa Duchman Vanessa Duchman's Glass Jacobson Experience November 2010 - October 2011
Job Assistant Director at Stevenson University
Industry Individual & Family Services
Experience
As March 2015 - Present
The Next Chapter May 2012 - Present
Merrill Lynch December 2011 - December 2012
Glass Jacobson November 2010 - October 2011
PNC Financial Services 2005 - 2010
Legg Mason Wood Walker, Inc 2000 - 2005
BT Alex. Brown 1993 - 2000
Sheridan & Fritz P.A. 1991 - 1993
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Retirement, 401k, Asset Management, Financial Analysis, Finance, Small Business, Wealth Management..., Financial Services, Wealth, Banking, Financial Advisory, Financial Planners, Personal Finance, Securities, Wealth Accumulation, Investment Management, High Net Worth..., Trusts, IRAs, Series 63, Equities, Fixed Annuities, Fixed Income, Entrepreneurship, Financial Planning
Education
Loyola University Maryland 1997 — 2000
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1990
BSBA, Accounting
Frederick High School
As March 2015 - Present
The Next Chapter May 2012 - Present
Merrill Lynch December 2011 - December 2012
Glass Jacobson November 2010 - October 2011
PNC Financial Services 2005 - 2010
Legg Mason Wood Walker, Inc 2000 - 2005
BT Alex. Brown 1993 - 2000
Sheridan & Fritz P.A. 1991 - 1993
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Retirement, 401k, Asset Management, Financial Analysis, Finance, Small Business, Wealth Management..., Financial Services, Wealth, Banking, Financial Advisory, Financial Planners, Personal Finance, Securities, Wealth Accumulation, Investment Management, High Net Worth..., Trusts, IRAs, Series 63, Equities, Fixed Annuities, Fixed Income, Entrepreneurship, Financial Planning
Education
Loyola University Maryland 1997 — 2000
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1990
BSBA, Accounting
Frederick High School
Mary Edel Stevenson, CPA Mary Edel Stevenson, CPA's Glass Jacobson Experience February 2012 - Present
Job CPA at Glass Jacobson
Industry Accounting
Experience
Glass Jacobson February 2012 - Present
Glass Jacobson February 2012 - Present
Polan & Hollis, LLC November 2010 - January 2012
Polan, White & Associates June 2009 - October 2010
Skills
Accounting, Small Business, Strategic Financial..., CPA, Tax Accounting, Financial Statements, Payroll, Financial Analysis, Fixed Assets, GAAP, Internal Controls, ProSystem fx Tax, Cash Flow, Forensic Accounting, Sales Tax, Revenue Recognition, Account Reconciliation, Financial Modeling, General Ledger, Journal Entries, Investments, US GAAP, SEC filings, Sarbanes-Oxley Act, Tax Research, Accountants, FASB, US Tax
Education
University of Maryland University College
Master's degree, Accounting and Financial Management
University of Maryland University College
Bachelor's degree, Accounting, Summa cum laude
University of Kerala
Bachelor of Commerce (B.Com.), Accounting, Fist Class
Glass Jacobson February 2012 - Present
Glass Jacobson February 2012 - Present
Polan & Hollis, LLC November 2010 - January 2012
Polan, White & Associates June 2009 - October 2010
Skills
Accounting, Small Business, Strategic Financial..., CPA, Tax Accounting, Financial Statements, Payroll, Financial Analysis, Fixed Assets, GAAP, Internal Controls, ProSystem fx Tax, Cash Flow, Forensic Accounting, Sales Tax, Revenue Recognition, Account Reconciliation, Financial Modeling, General Ledger, Journal Entries, Investments, US GAAP, SEC filings, Sarbanes-Oxley Act, Tax Research, Accountants, FASB, US Tax
Education
University of Maryland University College
Master's degree, Accounting and Financial Management
University of Maryland University College
Bachelor's degree, Accounting, Summa cum laude
University of Kerala
Bachelor of Commerce (B.Com.), Accounting, Fist Class
Sanford Saidman Sanford Saidman's Glass Jacobson Experience January 2011 - Present
Job Principal at Glass Jacobson
Industry Accounting
Experience
Glass Jacobson January 2011 - Present
Saidman Financial Services December 1977 - January 2011
Epilepsy Foundation January 1975 - December 1977
Skills
Accounting, Tax Preparation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Research, English, Strategic Planning, HTML, Tax Returns, Corporate Tax, Auditing, Income Tax, Strategic Financial..., Project Management, Small Business, Event Planning, Social Media, System Administration, Tax, Leadership, Financial Accounting, Investments, QuickBooks, Financial Analysis, New Business Development, Bookkeeping, Nonprofits, Budgets, Management Consulting, Financial Reporting, Business Planning, Financial Statements, Estate Planning, Public Speaking, Partnership Taxation, Payroll, Finance, CPA, IRS, Retirement Planning
Education
Benjamin Franklin University
The George Washington University
University of Maryland
Glass Jacobson January 2011 - Present
Saidman Financial Services December 1977 - January 2011
Epilepsy Foundation January 1975 - December 1977
Skills
Accounting, Tax Preparation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Research, English, Strategic Planning, HTML, Tax Returns, Corporate Tax, Auditing, Income Tax, Strategic Financial..., Project Management, Small Business, Event Planning, Social Media, System Administration, Tax, Leadership, Financial Accounting, Investments, QuickBooks, Financial Analysis, New Business Development, Bookkeeping, Nonprofits, Budgets, Management Consulting, Financial Reporting, Business Planning, Financial Statements, Estate Planning, Public Speaking, Partnership Taxation, Payroll, Finance, CPA, IRS, Retirement Planning
Education
Benjamin Franklin University
The George Washington University
University of Maryland
Hope (Schreiber) Miller Hope (Schreiber) Miller's Glass Jacobson Experience January 2007 - April 2012
Job Event Coordinator at The Madow Group
Industry Professional Training & Coaching
Experience
The Madow Group April 2012 - Present
Glass Jacobson January 2007 - April 2012
Curry Printing January 1998 - July 2003
Skills
Purchasing, Inventory Management, Project Planning, New Business Development, Project Management, Customer Service, Social Media, Event Planning, Marketing Strategy, Marketing, Social Networking
Education
University of Pennsylvania
B.A., Political Science
The Bryn Mawr School
The Madow Group April 2012 - Present
Glass Jacobson January 2007 - April 2012
Curry Printing January 1998 - July 2003
Skills
Purchasing, Inventory Management, Project Planning, New Business Development, Project Management, Customer Service, Social Media, Event Planning, Marketing Strategy, Marketing, Social Networking
Education
University of Pennsylvania
B.A., Political Science
The Bryn Mawr School
Heather Meade's Glass Jacobson Experience November 2014 - May 2015
Job Graphic Designer | Illustrator
Industry Marketing and Advertising
Experience
Miller's Minuteman Press June 2015 - Present
Glass Jacobson November 2014 - May 2015
WebbMason September 2012 - November 2014
AOL 2011 - 2012
PANDORA A/S February 2011 - November 2011
Carroll County Times June 2008 - February 2011
Skills
Graphic Design, Logo Design, Photoshop, Photography, Illustration, Illustrator, InDesign, Adobe Creative Suite, Layout, Dreamweaver, Graphics
Education
The Art Institutes of York-PA 2006 — 2008
Specialized Associates in Technology, Graphic Design
Carroll Community College 2004 — 2006
Miller's Minuteman Press June 2015 - Present
Glass Jacobson November 2014 - May 2015
WebbMason September 2012 - November 2014
AOL 2011 - 2012
PANDORA A/S February 2011 - November 2011
Carroll County Times June 2008 - February 2011
Skills
Graphic Design, Logo Design, Photoshop, Photography, Illustration, Illustrator, InDesign, Adobe Creative Suite, Layout, Dreamweaver, Graphics
Education
The Art Institutes of York-PA 2006 — 2008
Specialized Associates in Technology, Graphic Design
Carroll Community College 2004 — 2006
Jason Priddy's Glass Jacobson Experience August 2014 - Present
Job Senior Wealth Advisor at Glass Jacobson
Industry Financial Services
Experience
Glass Jacobson August 2014 - Present
Skills
Retirement Planning, Asset Management, Wealth Management, Mutual Funds, Trust Services, Estate Planning, Investment Advisory, Portfolio Management, Asset Allocation, Trusts, Trust Management, Investment Strategies, Investment Management, Alternative Investments, Strategic Financial..., Inventory Management, Holistic Financial..., Retirement Plan..., Personal Financial..., Financial Advisory
Education
Campbell University 1993 — 1998
MBA, Trust Management
Glass Jacobson August 2014 - Present
Skills
Retirement Planning, Asset Management, Wealth Management, Mutual Funds, Trust Services, Estate Planning, Investment Advisory, Portfolio Management, Asset Allocation, Trusts, Trust Management, Investment Strategies, Investment Management, Alternative Investments, Strategic Financial..., Inventory Management, Holistic Financial..., Retirement Plan..., Personal Financial..., Financial Advisory
Education
Campbell University 1993 — 1998
MBA, Trust Management
Anastasia Sidorenkova Anastasia Sidorenkova's Glass Jacobson Experience January 2014 - Present
Job Accounting Associate at Glass Jacobson | Helping Our Clients Create, Build, and Protect Their Wealth
Industry Accounting
Experience
Glass Jacobson January 2014 - Present
Professional Care Pharmacy 2012 - 2013
Advanced Security Safe and Lock 2010 - 2012
Skills
Invoicing, Accounting, Finance, Financial Statements, QuickBooks, Accounts Receivable, Cost Accounting, Customer Service, Teamwork, Outlook, Editing, Peachtree, Spreadsheets, Bookkeeping, Bank Reconciliation, Journal Entries, Tax Returns
Education
Baltimore City Community College 2012 — 2014
Accounting Degree (AAS)
University of Cambridge 2011 — 2011
Business Certificate Higher
National Association of State Boards of Accountancy accredited foreign University 2005 — 2010
B.S. Economics – Finance Specialization and one year master degree
Glass Jacobson January 2014 - Present
Professional Care Pharmacy 2012 - 2013
Advanced Security Safe and Lock 2010 - 2012
Skills
Invoicing, Accounting, Finance, Financial Statements, QuickBooks, Accounts Receivable, Cost Accounting, Customer Service, Teamwork, Outlook, Editing, Peachtree, Spreadsheets, Bookkeeping, Bank Reconciliation, Journal Entries, Tax Returns
Education
Baltimore City Community College 2012 — 2014
Accounting Degree (AAS)
University of Cambridge 2011 — 2011
Business Certificate Higher
National Association of State Boards of Accountancy accredited foreign University 2005 — 2010
B.S. Economics – Finance Specialization and one year master degree
Susan Matti Susan Matti's Glass Jacobson Experience September 1998 - April 2013
Job Office Administrator
Industry Accounting
Experience
Data Vista, Inc. April 2013 - Present
Glass Jacobson September 1998 - April 2013
William LeStrange & Associates, P.A. May 1994 - September 1998
Hanford's January 1991 - March 1993
Quorum a Control Data Company 1989 - October 1990
Skills
QuickBooks, Accounting, Financial Reporting, Small Business, Financial Analysis, Microsoft Excel, Tax, Tax Preparation, Income Tax, Customer Service, Account Reconciliation, Accounts Payable, Auditing, Financial Statements
Education
Cabrini College
Accounting and Computer Science
Villanova University
Accounting
Data Vista, Inc. April 2013 - Present
Glass Jacobson September 1998 - April 2013
William LeStrange & Associates, P.A. May 1994 - September 1998
Hanford's January 1991 - March 1993
Quorum a Control Data Company 1989 - October 1990
Skills
QuickBooks, Accounting, Financial Reporting, Small Business, Financial Analysis, Microsoft Excel, Tax, Tax Preparation, Income Tax, Customer Service, Account Reconciliation, Accounts Payable, Auditing, Financial Statements
Education
Cabrini College
Accounting and Computer Science
Villanova University
Accounting
Gary R. Anderson, JD, CPA/PFS, AIF(R) Gary R. Anderson, JD, CPA/PFS, AIF(R)'s Glass Jacobson Experience August 2008 - July 2014
Job Senior Advisor at WMS Partners, LLC
Industry Financial Services
Experience
WMS Partners, LLC July 2014 - Present
Glass Jacobson August 2008 - July 2014
GRA Financial Advisors, LLC 2003 - 2008
KPMG March 1975 - November 1994
Venable LLP July 1972 - March 1975
Education
Lehigh University
BSBA, Accounting
University of Maryland School of Law
JD, Law
WMS Partners, LLC July 2014 - Present
Glass Jacobson August 2008 - July 2014
GRA Financial Advisors, LLC 2003 - 2008
KPMG March 1975 - November 1994
Venable LLP July 1972 - March 1975
Education
Lehigh University
BSBA, Accounting
University of Maryland School of Law
JD, Law
Barry Dahne Barry Dahne's Glass Jacobson Experience July 2006 - Present
Job Principal at Glass Jacobson, Specializing In Taxes, Business Planning, Acquisitions & Sales, Estate Planning
Industry Financial Services
Experience
Glass Jacobson July 2006 - Present
Skills
Retirement Planning, Estate Planning, Accounting
Education
University of Baltimore 1962 — 1965
Juris Doctor (J.D.), Law
The Johns Hopkins University 1950 — 1955
Bachelor's Degree, Accounting and Related Services
Baltimore Hebrew University 1948 — 1952
Baltimore City College High School 1947 — 1950
Glass Jacobson July 2006 - Present
Skills
Retirement Planning, Estate Planning, Accounting
Education
University of Baltimore 1962 — 1965
Juris Doctor (J.D.), Law
The Johns Hopkins University 1950 — 1955
Bachelor's Degree, Accounting and Related Services
Baltimore Hebrew University 1948 — 1952
Baltimore City College High School 1947 — 1950
Jake Flowers Jake Flowers's Glass Jacobson Experience October 2003 - Present
Job CPA at Glass Jacobson
Industry Accounting
Experience
Glass Jacobson October 2003 - Present
Weil, Akman, Baylin & Coleman January 1996 - January 2003
Education
University of Maryland Baltimore County 1993 — 1997
Glass Jacobson October 2003 - Present
Weil, Akman, Baylin & Coleman January 1996 - January 2003
Education
University of Maryland Baltimore County 1993 — 1997
Matt Bralove, CPA, MST's Glass Jacobson Experience September 2014 - Present
Job Glass Jacobson Financial Group
Industry Accounting
Experience
Glass Jacobson September 2014 - Present
SC&H Group October 2012 - September 2014
SC&H Group October 2008 - October 2012
SC&H Group June 2006 - October 2008
Skills
Cost Segregation, Corporate Tax, S Corporations, Partnership Taxation, Federal Tax, State Tax, Tax Compliance, Fixed Assets, Tax Accounting, CPA, Tax, GAAP, Property Tax, Income Tax, ProSystem fx Tax, Tax Research, US Tax, Accounting
Education
University of Baltimore 2010 — 2012
Master of Science (MS), Taxation
Towson University 1999 — 2005
Bachelor of Science (BS), Accounting
Owings Mills High School
Glass Jacobson September 2014 - Present
SC&H Group October 2012 - September 2014
SC&H Group October 2008 - October 2012
SC&H Group June 2006 - October 2008
Skills
Cost Segregation, Corporate Tax, S Corporations, Partnership Taxation, Federal Tax, State Tax, Tax Compliance, Fixed Assets, Tax Accounting, CPA, Tax, GAAP, Property Tax, Income Tax, ProSystem fx Tax, Tax Research, US Tax, Accounting
Education
University of Baltimore 2010 — 2012
Master of Science (MS), Taxation
Towson University 1999 — 2005
Bachelor of Science (BS), Accounting
Owings Mills High School
Robert Bob Cohen Robert Bob Cohen's Glass Jacobson Experience February 2011 - Present
Job CPA, Wealth Planner, Expert in Taxation and M&A, Corporate Division & Reorganization, Partnerships, Retirement Planning
Industry Financial Services
Experience
Glass Jacobson February 2011 - Present
Self Employed September 2007 - May 2011
Fannie Mae 2005 - 2008
Watkins, Meegan, Drury & Co., LLC November 2003 - August 2007
BDO Seidman, LLP August 1987 - August 2003
Education
University of Maryland College Park 1986 — 1988
MBA Finance, Finance, Marketing, Economics
University of Maryland College Park 1977 — 1981
BS Accounting, Accounting, Economics, Marketing, Business
Glass Jacobson February 2011 - Present
Self Employed September 2007 - May 2011
Fannie Mae 2005 - 2008
Watkins, Meegan, Drury & Co., LLC November 2003 - August 2007
BDO Seidman, LLP August 1987 - August 2003
Education
University of Maryland College Park 1986 — 1988
MBA Finance, Finance, Marketing, Economics
University of Maryland College Park 1977 — 1981
BS Accounting, Accounting, Economics, Marketing, Business
Jeff Cohen, CPA, MST Jeff Cohen, CPA, MST's Glass Jacobson Experience October 2004 - September 2013
Job CPA, Baltimore, MD
Industry Accounting
Experience
Glass Jacobson October 2004 - September 2013
SC&H 1998 - 2004
Education
University of Baltimore
Glass Jacobson October 2004 - September 2013
SC&H 1998 - 2004
Education
University of Baltimore
Jody Pollinger Jody Pollinger's Glass Jacobson Experience September 1994 - Present
Job Glass Jacobson | CPA | Wealth Management|Accounting|QuickBooks Expert
Industry Accounting
Experience
Glass Jacobson September 1994 - Present
Sherman & Sherman 1984 - 1994
Skills
Financial Statements, QuickBooks, Tax, Accounting, Strategic Financial..., CPA, Small Business, Journal Entries, Corporate Tax, Financial Reporting, Financial Analysis, Income Tax, Account Reconciliation, Start-ups, Business Strategy, Management, Fixed Assets, Tax Preparation
Education
University of Maryland College Park 1976 — 1980
BA, Accounting
Glass Jacobson September 1994 - Present
Sherman & Sherman 1984 - 1994
Skills
Financial Statements, QuickBooks, Tax, Accounting, Strategic Financial..., CPA, Small Business, Journal Entries, Corporate Tax, Financial Reporting, Financial Analysis, Income Tax, Account Reconciliation, Start-ups, Business Strategy, Management, Fixed Assets, Tax Preparation
Education
University of Maryland College Park 1976 — 1980
BA, Accounting
Andrew Brenton Andrew Brenton's Glass Jacobson Experience April 2015 - Present
Job Financial Services Intern at Glass Jacobson
Industry Financial Services
Experience
Glass Jacobson April 2015 - Present
J.B. Hunt Transport, Inc. September 2012 - November 2013
Skills
Leadership, Microsoft Excel, Outstanding..., Microsoft Office, Microsoft Word, Research, PowerPoint, Finance, Outlook, Critical Thinking, Financial Services..., WordPress, Management, Customer Service, Teamwork, Time Management, Team Building, Budgets, Social Media, Data Entry, Public Speaking, Networking
Education
University of Baltimore 2015 — 2016
Bachelor’s Degree, Business Concentration Finance
Carroll Community College 2013 — 2014
Associate of Arts and Sciences (AAS), Business/Commerce, General
Glass Jacobson April 2015 - Present
J.B. Hunt Transport, Inc. September 2012 - November 2013
Skills
Leadership, Microsoft Excel, Outstanding..., Microsoft Office, Microsoft Word, Research, PowerPoint, Finance, Outlook, Critical Thinking, Financial Services..., WordPress, Management, Customer Service, Teamwork, Time Management, Team Building, Budgets, Social Media, Data Entry, Public Speaking, Networking
Education
University of Baltimore 2015 — 2016
Bachelor’s Degree, Business Concentration Finance
Carroll Community College 2013 — 2014
Associate of Arts and Sciences (AAS), Business/Commerce, General
Christine Guenther's Glass Jacobson Experience July 2014 - October 2014
Job Marketing Coordinator at Right Source Marketing
Industry Marketing and Advertising
Experience
Right Source Marketing October 2014 - Present
Glass Jacobson July 2014 - October 2014
Glass Jacobson February 2012 - July 2014
First Keystone Community Bank FKA First Keystone National Bank June 2008 - June 2011
Shippensburg University Small Business Development Center January 2011 - May 2011
The Drew Michael Taylor Foundation August 2010 - December 2010
Rolling Pines Golf Course and Banquet Facility June 2010 - September 2010
Skills
Social Media
Education
Shippensburg University of Pennsylvania 2007 — 2011
Bachelors, Communication/Journalism (major) Business (minor)
Right Source Marketing October 2014 - Present
Glass Jacobson July 2014 - October 2014
Glass Jacobson February 2012 - July 2014
First Keystone Community Bank FKA First Keystone National Bank June 2008 - June 2011
Shippensburg University Small Business Development Center January 2011 - May 2011
The Drew Michael Taylor Foundation August 2010 - December 2010
Rolling Pines Golf Course and Banquet Facility June 2010 - September 2010
Skills
Social Media
Education
Shippensburg University of Pennsylvania 2007 — 2011
Bachelors, Communication/Journalism (major) Business (minor)
Ed Jacobson, CPA, CVA Ed Jacobson, CPA, CVA's Glass Jacobson Experience January 1980 - Present
Job President, Glass Jacobson Financial Group
Industry Accounting
Experience
Glass Jacobson January 1980 - Present
Skills
Small Business, Team Building, Marketing Strategy, Management, Leadership, Marketing, Sales, Business Development, Entrepreneurship, Accounting, Mergers & Acquisitions, Investments, Wealth Management
Education
University of Maryland College Park 1973 — 1977
Bachelor of Science, Accounting
Glass Jacobson January 1980 - Present
Skills
Small Business, Team Building, Marketing Strategy, Management, Leadership, Marketing, Sales, Business Development, Entrepreneurship, Accounting, Mergers & Acquisitions, Investments, Wealth Management
Education
University of Maryland College Park 1973 — 1977
Bachelor of Science, Accounting
Diane Simeon Diane Simeon's Glass Jacobson Experience September 2013 - Present
Job Staff Accountant at Glass Jacobson
Industry Financial Services
Experience
Glass Jacobson September 2013 - Present
St George Greek Orthodox Church September 2013 - Present
Glass Jacobson May 2011 - August 2012
Skills
Accounting, Tax Preparation, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Rugby, Teamwork, Social Networking, Time Management
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Glass Jacobson September 2013 - Present
St George Greek Orthodox Church September 2013 - Present
Glass Jacobson May 2011 - August 2012
Skills
Accounting, Tax Preparation, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Rugby, Teamwork, Social Networking, Time Management
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Robin Thomas, CDFA™, RP® Robin Thomas, CDFA™, RP®'s Glass Jacobson Experience December 2010 - June 2014
Job Vice President Wealth Team at BB&T
Industry Investment Management
Experience
BB&T June 2014 - Present
Glass Jacobson December 2010 - June 2014
Education
University of Baltimore
Finance
Fairleigh Dickinson University-Metropolitan Campus
BB&T June 2014 - Present
Glass Jacobson December 2010 - June 2014
Education
University of Baltimore
Finance
Fairleigh Dickinson University-Metropolitan Campus
Scott S. Keen, CPA Scott S. Keen, CPA's Glass Jacobson Experience August 2010 - Present
Job Senior Accountant at Glass Jacobson
Industry Accounting
Experience
Glass Jacobson August 2010 - Present
Peregrin Services December 2009 - July 2010
Rivlin, Lichter & Feldman, P.C. December 2007 - December 2009
Boldt, Carlisle & Smith CPA, LLC 1998 - 2007
Skills
Accounting, Program Management, Payroll, Management, Auditing, Project Planning, Tax Preparation, Project Management, Accounts Payable, Financial Reporting, Financial Analysis, Accounts Receivable, Strategic Planning, Process Improvement, Microsoft Office, Financial Statements, Tax, Strategic Financial..., QuickBooks
Education
Oregon State University 1993 — 1998
Bachelor's, Business
Glass Jacobson August 2010 - Present
Peregrin Services December 2009 - July 2010
Rivlin, Lichter & Feldman, P.C. December 2007 - December 2009
Boldt, Carlisle & Smith CPA, LLC 1998 - 2007
Skills
Accounting, Program Management, Payroll, Management, Auditing, Project Planning, Tax Preparation, Project Management, Accounts Payable, Financial Reporting, Financial Analysis, Accounts Receivable, Strategic Planning, Process Improvement, Microsoft Office, Financial Statements, Tax, Strategic Financial..., QuickBooks
Education
Oregon State University 1993 — 1998
Bachelor's, Business
Brad Coppel, CPA's Glass Jacobson Experience June 2014 - Present
Job Senior Accountant at Glass Jacobson
Industry Financial Services
Experience
Glass Jacobson June 2014 - Present
Glass Jacobson June 2009 - June 2014
The Lichter Group September 2008 - May 2009
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2010
Bachelor of Science, Finance, Accounting
Glass Jacobson June 2014 - Present
Glass Jacobson June 2009 - June 2014
The Lichter Group September 2008 - May 2009
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2010
Bachelor of Science, Finance, Accounting
Carolyn Cunningham Carolyn Cunningham's Glass Jacobson Experience January 2011 - Present
Job BrintonWoods Senior Living
Industry Hospital & Health Care
Experience
Glass Jacobson January 2011 - Present
Glass Jacobson November 2009 - January 2011
Skills
Employee Training, Medical Billing, Account Reconciliation, Accounts Receivable, Medicare, Medicaid, Compliance
Education
University of Baltimore
Bachelor of Science (B.S.), Business Administration, Management and Operations
Glass Jacobson January 2011 - Present
Glass Jacobson November 2009 - January 2011
Skills
Employee Training, Medical Billing, Account Reconciliation, Accounts Receivable, Medicare, Medicaid, Compliance
Education
University of Baltimore
Bachelor of Science (B.S.), Business Administration, Management and Operations
Florence Li's Glass Jacobson Experience January 2010 - April 2012
Job ERS Sr. Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte April 2012 - Present
Glass Jacobson January 2010 - April 2012
Stifel Financial Corp. August 2007 - August 2008
Skills
ProSystem Fx Tax, ProSystem Fx Practice, Quickbooks, Microsoft Excel, Fixed Assets, Accounting, Financial Analysis, Financial Reporting, Tax, Account Reconciliation, Payroll, Microsoft Word, Sales Tax, Journal Entries, Tax Returns, Strategic Planning, Management Consulting, Financial Statements, QuickBooks, Analysis, Auditing, Corporate Tax
Education
University of Maryland University College 2010 — 2013
BS, Accounting
University of Maryland, College Park College 2005 — 2009
Bachelor of Arts, Economics
Deloitte April 2012 - Present
Glass Jacobson January 2010 - April 2012
Stifel Financial Corp. August 2007 - August 2008
Skills
ProSystem Fx Tax, ProSystem Fx Practice, Quickbooks, Microsoft Excel, Fixed Assets, Accounting, Financial Analysis, Financial Reporting, Tax, Account Reconciliation, Payroll, Microsoft Word, Sales Tax, Journal Entries, Tax Returns, Strategic Planning, Management Consulting, Financial Statements, QuickBooks, Analysis, Auditing, Corporate Tax
Education
University of Maryland University College 2010 — 2013
BS, Accounting
University of Maryland, College Park College 2005 — 2009
Bachelor of Arts, Economics
Randy Day Randy Day's Glass Jacobson Experience 2010 - Present
Job
Industry Accounting
Experience
Glass Jacobson 2010 - Present
Skills
Financial Reporting, Financial Analysis, QuickBooks, Small Business, Accounting, Tax, Tax Preparation, Financial Statements, Financial Accounting, Microsoft Excel, Financial Planning
Education
University of Bridgeport
Bachelor's degree, Business/Commerce, General
Montgomery College
Accounting Certificate
Glass Jacobson 2010 - Present
Skills
Financial Reporting, Financial Analysis, QuickBooks, Small Business, Accounting, Tax, Tax Preparation, Financial Statements, Financial Accounting, Microsoft Excel, Financial Planning
Education
University of Bridgeport
Bachelor's degree, Business/Commerce, General
Montgomery College
Accounting Certificate
Brett Newberger's Glass Jacobson Experience November 2001 - June 2013
Job Director at Glass Jacobson Financial Group
Industry Accounting
Experience
Glass Jacobson Financial Group July 2013 - Present
Glass Jacobson November 2001 - June 2013
Skills
Accounting, Financial Statements, Corporate Tax, Financial Analysis, Tax, QuickBooks, Financial Reporting, CPA, Tax Preparation, Income Tax, Strategic Financial..., Small Business, Strategic Planning, Auditing, Real Estate, Real Estate Transactions, Multi-Property..., Rental Real Estate, Rental Homes, Team Building, Quality Control
Education
University of Baltimore 1988 — 1992
BS, Accounting
Glass Jacobson Financial Group July 2013 - Present
Glass Jacobson November 2001 - June 2013
Skills
Accounting, Financial Statements, Corporate Tax, Financial Analysis, Tax, QuickBooks, Financial Reporting, CPA, Tax Preparation, Income Tax, Strategic Financial..., Small Business, Strategic Planning, Auditing, Real Estate, Real Estate Transactions, Multi-Property..., Rental Real Estate, Rental Homes, Team Building, Quality Control
Education
University of Baltimore 1988 — 1992
BS, Accounting
Jared Levine, CPA's Glass Jacobson Experience November 2013 - Present
Job Staff Accountant at Glass Jacobson
Industry Accounting
Experience
Glass Jacobson November 2013 - Present
Ernst & Young January 2013 - September 2013
Skills
Auditing, Tax, Microsoft Excel, Financial Accounting, Financial Statements, Tax Returns, ProSystem fx Tax, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Glass Jacobson November 2013 - Present
Ernst & Young January 2013 - September 2013
Skills
Auditing, Tax, Microsoft Excel, Financial Accounting, Financial Statements, Tax Returns, ProSystem fx Tax, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Vince Craig's Glass Jacobson Experience February 1997 - Present
Job Supervising Senior Accountant at Glass Jacobson
Industry Financial Services
Experience
Glass Jacobson February 1997 - Present
Education
Salisbury University - Perdue School of Business 1992 — 1996
Master of Business Administration (MBA), Accounting and Finance
Glass Jacobson February 1997 - Present
Education
Salisbury University - Perdue School of Business 1992 — 1996
Master of Business Administration (MBA), Accounting and Finance