Globe Tax Services
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Globe Tax Services Employees
Employee
Years
Job
Industry
Jake Kyle Jake Kyle's Globe Tax Services Experience March 2013 - Present
Job Operations and Client Services Intern at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services March 2013 - Present
Met Food July 2011 - April 2013
Skills
Motivated self-starter, Customer Satisfaction, Customer Service, Microsoft Excel, Economics, Finance, Project Coordination, Employee Training, Creative Writing, Fiction Writing, Essayist
Education
Baruch College 2010 — 2014
Globe Tax Services March 2013 - Present
Met Food July 2011 - April 2013
Skills
Motivated self-starter, Customer Satisfaction, Customer Service, Microsoft Excel, Economics, Finance, Project Coordination, Employee Training, Creative Writing, Fiction Writing, Essayist
Education
Baruch College 2010 — 2014
Sean Driscoll Sean Driscoll's Globe Tax Services Experience March 2013 - April 2014
Job Sales Associate at GlobeTax
Industry Financial Services
Experience
GlobeTax April 2014 - Present
Globe Tax Services March 2013 - April 2014
Prudential Financial March 2012 - February 2013
Skills
Cross-border..., Financial Services, Finance, Microsoft Excel, Leadership, Sales, Microsoft Office, Tax, Customer Service, Financial Analysis, Research, Client Relations Skills, Intellectually Curious, Account Management, Marketing, Banking, Outlook, Hedge Funds
Education
Roanoke College 2008 — 2012
GlobeTax April 2014 - Present
Globe Tax Services March 2013 - April 2014
Prudential Financial March 2012 - February 2013
Skills
Cross-border..., Financial Services, Finance, Microsoft Excel, Leadership, Sales, Microsoft Office, Tax, Customer Service, Financial Analysis, Research, Client Relations Skills, Intellectually Curious, Account Management, Marketing, Banking, Outlook, Hedge Funds
Education
Roanoke College 2008 — 2012
Benigno Lopez Benigno Lopez's Globe Tax Services Experience May 2011 - February 2013
Job Sr. Analyst Financial Planning & Analysis at Verizon Wireless
Industry Financial Services
Experience
Verizon Wireless March 2014 - Present
Verizon Wireless February 2013 - March 2014
Globe Tax Services May 2011 - February 2013
Laundry Express October 2009 - February 2013
Bloomberg May 2010 - August 2010
Bloomberg August 2008 - May 2010
Bloomberg June 2008 - August 2008
AXA Advisors January 2008 - May 2008
Skills
Finance, Financial Analysis, Analysis, Bloomberg, Financial Modeling, Excel, Financial Markets, Microsoft Excel, Accounting, Tax, Word, Microsoft Office, Fixed Income, Spanish, Financial Reporting, Financial Services, MS Excel Pivot Tables, SQL, Bloomberg Terminal, Outlook, Process Improvement, VBA, Pivot Tables, International Tax, Economics, Forecasting, SAP, Data Analysis, Data Warehousing, Microsoft SQL Server, Access, Databases
Education
New York University 2006 — 2010
BA, Economics
Seton Hall University 2014 — 2015
Certificate of Advanced Study in Accounting, Accounting
Seton Hall University
Master of Business Administration (MBA), Finance, General
Verizon Wireless March 2014 - Present
Verizon Wireless February 2013 - March 2014
Globe Tax Services May 2011 - February 2013
Laundry Express October 2009 - February 2013
Bloomberg May 2010 - August 2010
Bloomberg August 2008 - May 2010
Bloomberg June 2008 - August 2008
AXA Advisors January 2008 - May 2008
Skills
Finance, Financial Analysis, Analysis, Bloomberg, Financial Modeling, Excel, Financial Markets, Microsoft Excel, Accounting, Tax, Word, Microsoft Office, Fixed Income, Spanish, Financial Reporting, Financial Services, MS Excel Pivot Tables, SQL, Bloomberg Terminal, Outlook, Process Improvement, VBA, Pivot Tables, International Tax, Economics, Forecasting, SAP, Data Analysis, Data Warehousing, Microsoft SQL Server, Access, Databases
Education
New York University 2006 — 2010
BA, Economics
Seton Hall University 2014 — 2015
Certificate of Advanced Study in Accounting, Accounting
Seton Hall University
Master of Business Administration (MBA), Finance, General
Timothy McNally Timothy McNally's Globe Tax Services Experience March 2010 - April 2011
Job Associate Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings February 2015 - Present
Fitch Ratings September 2012 - February 2015
Bank of Tokyo-Mitsubishi UFJ October 2011 - March 2012
Goldman Sachs April 2011 - September 2011
Globe Tax Services March 2010 - April 2011
Bank of Tokyo-Mitsubishi UFJ June 2008 - August 2008
Skills
Structured Finance, Financial Modeling, Bloomberg, Microsoft Excel, Pivot Tables
Education
University of California, Berkeley 2005 — 2009
BA, Mass Communications
Chaminade High School 2001 — 2005
Fitch Ratings February 2015 - Present
Fitch Ratings September 2012 - February 2015
Bank of Tokyo-Mitsubishi UFJ October 2011 - March 2012
Goldman Sachs April 2011 - September 2011
Globe Tax Services March 2010 - April 2011
Bank of Tokyo-Mitsubishi UFJ June 2008 - August 2008
Skills
Structured Finance, Financial Modeling, Bloomberg, Microsoft Excel, Pivot Tables
Education
University of California, Berkeley 2005 — 2009
BA, Mass Communications
Chaminade High School 2001 — 2005
Elizabeth McElligott's Globe Tax Services Experience July 2013 - September 2014
Job Client Services Administrator at North American Management Corporation
Industry Financial Services
Experience
North American Management Corporation November 2014 - Present
Globe Tax Services July 2013 - September 2014
MJB Asset Management LLC July 2012 - April 2013
Marymount Manhattan College 2011 - December 2012
Northeast Planning Services June 2009 - August 2011
Education
Marymount Manhattan College 2009 — 2013
Bachelor of Science (BS), Business Management and Dance
University of Hawaii at Manoa 2011 — 2012
North American Management Corporation November 2014 - Present
Globe Tax Services July 2013 - September 2014
MJB Asset Management LLC July 2012 - April 2013
Marymount Manhattan College 2011 - December 2012
Northeast Planning Services June 2009 - August 2011
Education
Marymount Manhattan College 2009 — 2013
Bachelor of Science (BS), Business Management and Dance
University of Hawaii at Manoa 2011 — 2012
Jose Bisono Jose Bisono's Globe Tax Services Experience September 2009 - Present
Job Managing Director & COO at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services September 2009 - Present
Globe Tax Services July 2006 - September 2009
Globe Tax Services February 2003 - July 2006
Globe Tax Services March 2001 - February 2003
Globe Tax Services January 1998 - March 2001
Skills
Customer Service, Project Management, Financial Services, Tax, Fixed Income, Securities, Equities, Hedge Funds, Prime Brokerage, Corporate Actions, Back Office, Risk Management, Financial Analysis, Bonds, Finance, Mutual Funds, Global Custody, Operational Risk..., Capital Markets, Derivatives, Financial Markets, Trading
Education
Pace University 1993 — 1997
BA - International Management
Globe Tax Services September 2009 - Present
Globe Tax Services July 2006 - September 2009
Globe Tax Services February 2003 - July 2006
Globe Tax Services March 2001 - February 2003
Globe Tax Services January 1998 - March 2001
Skills
Customer Service, Project Management, Financial Services, Tax, Fixed Income, Securities, Equities, Hedge Funds, Prime Brokerage, Corporate Actions, Back Office, Risk Management, Financial Analysis, Bonds, Finance, Mutual Funds, Global Custody, Operational Risk..., Capital Markets, Derivatives, Financial Markets, Trading
Education
Pace University 1993 — 1997
BA - International Management
Brendan Hayes Brendan Hayes's Globe Tax Services Experience April 2007 - July 2011
Job
Industry Oil & Energy
Experience
Enterprise Products June 2014 - Present
University of Wisconsin-Madison August 2012 - May 2014
Enterprise Products May 2013 - August 2013
Integrys Transportation Fuels, LLC April 2012 - August 2012
Clean Vehicle Solutions July 2011 - August 2012
Globe Tax Services April 2007 - July 2011
Evaluation Associates 2006 - 2007
CitiFinancial May 2005 - August 2005
Skills
Corporate Finance, Financial Analysis, Risk Management, Financial Modeling, Business Development, Valuation, Analysis, Microsoft Excel, Natural Gas, Leadership, Mergers & Acquisitions, Management, Finance, Energy, Competitive Analysis, Strategic Planning
Education
University of Wisconsin-Madison 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Sewanee-The University of the South 2002 — 2006
B.A., Economics
Trinity Valley School
Enterprise Products June 2014 - Present
University of Wisconsin-Madison August 2012 - May 2014
Enterprise Products May 2013 - August 2013
Integrys Transportation Fuels, LLC April 2012 - August 2012
Clean Vehicle Solutions July 2011 - August 2012
Globe Tax Services April 2007 - July 2011
Evaluation Associates 2006 - 2007
CitiFinancial May 2005 - August 2005
Skills
Corporate Finance, Financial Analysis, Risk Management, Financial Modeling, Business Development, Valuation, Analysis, Microsoft Excel, Natural Gas, Leadership, Mergers & Acquisitions, Management, Finance, Energy, Competitive Analysis, Strategic Planning
Education
University of Wisconsin-Madison 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Sewanee-The University of the South 2002 — 2006
B.A., Economics
Trinity Valley School
Alison Shlom's Globe Tax Services Experience November 2011 - January 2013
Job Honors environmental studies graduate with nonprofit and customer service experience
Industry Environmental Services
Experience
Global Greengrants Fund June 2015 - Present
Global Greengrants Fund January 2015 - Present
Madewell May 2015 - Present
Mile High Business Alliance June 2014 - January 2015
Global Greengrants Fund June 2014 - January 2015
Olive Garden July 2013 - January 2014
Globe Tax Services November 2011 - January 2013
CorePower Yoga October 2012 - December 2012
Central Park Dance Studio September 2009 - May 2011
Skills
French, Raiser's Edge, Microsoft Office, Microsoft Excel, PowerPoint, Editing, Public Speaking, Acting, Singing, Music, Microsoft Word, Social Media, Blogging, Ballet, Event Planning, Creative Writing, Performing Arts, Waitressing, Customer Service, Research, Facebook, Project Management, Contemporary Dance, Yoga, Jazz Dance, Improvisation, Tap, Modern Dance, Photoshop, Marketing, Data Entry
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Arts (B.A.), Environmental Studies, Dance, French Language
Centre Ecologique de Libanona 2014 — 2014
Biodiversity and Natural Resource Management
Vrije Universiteit Brussel 2013 — 2013
Insititut Français Des Alpes 2012 — 2012
French Level B2+, French Studies
Global Greengrants Fund June 2015 - Present
Global Greengrants Fund January 2015 - Present
Madewell May 2015 - Present
Mile High Business Alliance June 2014 - January 2015
Global Greengrants Fund June 2014 - January 2015
Olive Garden July 2013 - January 2014
Globe Tax Services November 2011 - January 2013
CorePower Yoga October 2012 - December 2012
Central Park Dance Studio September 2009 - May 2011
Skills
French, Raiser's Edge, Microsoft Office, Microsoft Excel, PowerPoint, Editing, Public Speaking, Acting, Singing, Music, Microsoft Word, Social Media, Blogging, Ballet, Event Planning, Creative Writing, Performing Arts, Waitressing, Customer Service, Research, Facebook, Project Management, Contemporary Dance, Yoga, Jazz Dance, Improvisation, Tap, Modern Dance, Photoshop, Marketing, Data Entry
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Arts (B.A.), Environmental Studies, Dance, French Language
Centre Ecologique de Libanona 2014 — 2014
Biodiversity and Natural Resource Management
Vrije Universiteit Brussel 2013 — 2013
Insititut Français Des Alpes 2012 — 2012
French Level B2+, French Studies
Nicole Ultsh's Globe Tax Services Experience September 2010 - July 2011
Job Administrative Assistant at BCRS Associates, LLC
Industry Accounting
Experience
BCRS Associates LLC July 2011 - Present
Globe Tax Services September 2010 - July 2011
Globe Tax Services September 2009 - August 2010
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Tax, Finance, Research, Analysis, Financial Services, Marketing
Education
Kingsborough Community College 2006 — 2007
Business Management
Saint Edmund Prep 2001 — 2005
BCRS Associates LLC July 2011 - Present
Globe Tax Services September 2010 - July 2011
Globe Tax Services September 2009 - August 2010
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Tax, Finance, Research, Analysis, Financial Services, Marketing
Education
Kingsborough Community College 2006 — 2007
Business Management
Saint Edmund Prep 2001 — 2005
Blake Seltzer Blake Seltzer's Globe Tax Services Experience April 2013 - June 2014
Job Analyst at Ladder Capital Corp
Industry Financial Services
Experience
Ladder Capital Corp February 2015 - Present
Situs June 2014 - February 2015
Globe Tax Services April 2013 - June 2014
Massey Knakal Realty Services June 2012 - February 2013
Soccer Elite September 2006 - May 2008
Skills
Finance, Real Estate, Microsoft Excel, Due Diligence, Financial Analysis, Accounting, Access, LBO, DCF, Commercial Real Estate, Mortgage Underwriting, Investments, Valuation, Loans
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Anglo-American University, Prague 2011 — 2011
Briarcliff High School 2004 — 2008
High School
Ladder Capital Corp February 2015 - Present
Situs June 2014 - February 2015
Globe Tax Services April 2013 - June 2014
Massey Knakal Realty Services June 2012 - February 2013
Soccer Elite September 2006 - May 2008
Skills
Finance, Real Estate, Microsoft Excel, Due Diligence, Financial Analysis, Accounting, Access, LBO, DCF, Commercial Real Estate, Mortgage Underwriting, Investments, Valuation, Loans
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Anglo-American University, Prague 2011 — 2011
Briarcliff High School 2004 — 2008
High School
Matthew Sargent's Globe Tax Services Experience November 2011 - December 2013
Job Institutional Investment Data & Software Sales
Industry Financial Services
Experience
eVestment January 2014 - Present
Globe Tax Services November 2011 - December 2013
Avery Dennison January 2011 - May 2011
Georgia Tech Student Foundation Investments Committee October 2010 - May 2011
Titin Inc. 2010 - 2011
Canvas Systems January 2007 - January 2010
Skills
VBA, Research, Valuation, CRM, Marketing Strategy, Databases, Start-ups, Manufacturing, Equities, Market Research, Private Equity, Social Media, Risk Management, Business Development, Fixed Income, Portfolio Management, Analytics, Competitive Analysis, Strategy
Education
Georgia Institute of Technology 2007 — 2011
Industrial and Systems Engineering
Woodward Academy
eVestment January 2014 - Present
Globe Tax Services November 2011 - December 2013
Avery Dennison January 2011 - May 2011
Georgia Tech Student Foundation Investments Committee October 2010 - May 2011
Titin Inc. 2010 - 2011
Canvas Systems January 2007 - January 2010
Skills
VBA, Research, Valuation, CRM, Marketing Strategy, Databases, Start-ups, Manufacturing, Equities, Market Research, Private Equity, Social Media, Risk Management, Business Development, Fixed Income, Portfolio Management, Analytics, Competitive Analysis, Strategy
Education
Georgia Institute of Technology 2007 — 2011
Industrial and Systems Engineering
Woodward Academy
Sharon Hirschhorn Sharon Hirschhorn's Globe Tax Services Experience 2010 - Present
Job Director of Research at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services 2010 - Present
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon 2002 - 2005
DTCC 1998 - 2002
JP Morgan 1980 - 1998
WR Grace 1979 - 1980
KPMG Peat Marwick 1977 - 1979
Skills
Financial Services, Securities, Banking, Management, Finance, Process Improvement, Financial Analysis, Fixed Income, Hedge Funds, Relationship Management, Mutual Funds, Business Development, Equities, Analysis, Cross-functional Team..., Business Continuity, Due Diligence
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Accounting
Globe Tax Services 2010 - Present
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon 2002 - 2005
DTCC 1998 - 2002
JP Morgan 1980 - 1998
WR Grace 1979 - 1980
KPMG Peat Marwick 1977 - 1979
Skills
Financial Services, Securities, Banking, Management, Finance, Process Improvement, Financial Analysis, Fixed Income, Hedge Funds, Relationship Management, Mutual Funds, Business Development, Equities, Analysis, Cross-functional Team..., Business Continuity, Due Diligence
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Accounting
Generose Lambert Generose Lambert's Globe Tax Services Experience October 2010 - Present
Job Senior Systems Analyst at Globe Tax Services
Industry Information Technology and Services
Experience
Globe Tax Services October 2010 - Present
The Hartford February 2006 - September 2008
Education
City University of New York-Hunter College 1977 — 1979
MA, Art, Mathematics
Globe Tax Services October 2010 - Present
The Hartford February 2006 - September 2008
Education
City University of New York-Hunter College 1977 — 1979
MA, Art, Mathematics
Alex Pinho Alex Pinho's Globe Tax Services Experience December 2007 - June 2011
Job Assistant Events Manager at Soho Beach House
Industry Events Services
Experience
Soho House & Co August 2014 - Present
Soho Beach House January 2014 - July 2014
Soho House New York April 2013 - December 2013
Barclays Capital June 2011 - May 2013
Globe Tax Services December 2007 - June 2011
Skills
Private Events, Hotels, Special Events..., Event Planning, Food & Beverage, Catering, Member Relations, Event Management, Events Coordination, Hospitality Industry, Corporate Events, Client Services, Hospitality, Prime Brokerage, Fixed Income, Equities, Corporate Actions, Securities Lending, Wealth Management, Dividends, International Tax, Regulatory Reporting, P&L, Coordinating Events, Concierge Services, Hospitality Management, Leisure Travel, Travel Planning, Membership Relations, Portuguese
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business & Finance
International Education of Students - Study Abroad Semester - Barcelona, Spain 2006 — 2006
Business Administration, Spanish Language & Culture
Soho House & Co August 2014 - Present
Soho Beach House January 2014 - July 2014
Soho House New York April 2013 - December 2013
Barclays Capital June 2011 - May 2013
Globe Tax Services December 2007 - June 2011
Skills
Private Events, Hotels, Special Events..., Event Planning, Food & Beverage, Catering, Member Relations, Event Management, Events Coordination, Hospitality Industry, Corporate Events, Client Services, Hospitality, Prime Brokerage, Fixed Income, Equities, Corporate Actions, Securities Lending, Wealth Management, Dividends, International Tax, Regulatory Reporting, P&L, Coordinating Events, Concierge Services, Hospitality Management, Leisure Travel, Travel Planning, Membership Relations, Portuguese
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business & Finance
International Education of Students - Study Abroad Semester - Barcelona, Spain 2006 — 2006
Business Administration, Spanish Language & Culture
Erik Chiarella's Globe Tax Services Experience April 2013 - Present
Job Operations at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services April 2013 - Present
Moody's Corporation September 2012 - April 2013
Skills
International Tax, Tax Treaties, Hedge Funds
Education
Springfield College 2008 — 2012
Bachelor of Science (B.S.)
Globe Tax Services April 2013 - Present
Moody's Corporation September 2012 - April 2013
Skills
International Tax, Tax Treaties, Hedge Funds
Education
Springfield College 2008 — 2012
Bachelor of Science (B.S.)
Anne Mauldin Anne Mauldin's Globe Tax Services Experience June 2013 - September 2014
Job Enterprise Operations Analyst at Yext
Industry Internet
Experience
Yext September 2014 - Present
Globe Tax Services June 2013 - September 2014
Globe Tax Services October 2011 - June 2013
UBS January 2010 - May 2010
State Street September 2008 - December 2008
Skills
Financial Services, Securities, Equities, Investments, International Tax, Financial Analysis, Analysis, Finance
Education
Furman University 2006 — 2010
Bachelor of Arts (B.A.)
Yext September 2014 - Present
Globe Tax Services June 2013 - September 2014
Globe Tax Services October 2011 - June 2013
UBS January 2010 - May 2010
State Street September 2008 - December 2008
Skills
Financial Services, Securities, Equities, Investments, International Tax, Financial Analysis, Analysis, Finance
Education
Furman University 2006 — 2010
Bachelor of Arts (B.A.)
Sheena-Marie Joseph's Globe Tax Services Experience October 2007 - February 2008
Job Client Service Associate at Globe Tax Services
Industry Financial Services
Experience
GlobeTax Client Service AssociateGlobe Tax ServicesOctober 2007 - Present
Globe Tax Services October 2007 - February 2008
Market Source, Inc May 2007 - October 2007
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Teaching, Notary Public, Access, Social Media, Event Planning, Sales, Leadership, Social Networking, Marketing, Financial Analysis, Management
Education
Pace University 2002 — 2008
Bachelor of Business Administration (BBA), Marketing
Pace University 2002 — 2008
Bachelor of Business Administration (B.B.A.)
GlobeTax Client Service AssociateGlobe Tax ServicesOctober 2007 - Present
Globe Tax Services October 2007 - February 2008
Market Source, Inc May 2007 - October 2007
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Photoshop, Windows, Teaching, Notary Public, Access, Social Media, Event Planning, Sales, Leadership, Social Networking, Marketing, Financial Analysis, Management
Education
Pace University 2002 — 2008
Bachelor of Business Administration (BBA), Marketing
Pace University 2002 — 2008
Bachelor of Business Administration (B.B.A.)
Laura Kimpel-Matthews, CSPO®, CSM®'s Globe Tax Services Experience March 2012 - January 2013
Job Engineering Project Manager at Rocana
Industry Information Technology and Services
Experience
Rocana April 2015 - Present
Victory Media August 2014 - March 2015
GiftCards.com February 2013 - July 2014
Globe Tax Services March 2012 - January 2013
Skills
Project Management, Process Improvement, Project Planning, Software Documentation, Agile Methodologies, Agile Project Management, Kaizen, Change Management, Release Management, SharePoint, Business Analysis, MS Project, Leadership, Training, Databases, Risk Management, Program Management, Scrum, Semantic Versioning, Cross-functional Team..., Technical Writing, E-commerce, Team Leadership, SDLC, Requirements Analysis, Software Project..., Project Portfolio..., Quality Assurance, Security, IT Management, Process Engineering, PMO, Business Analytics, Management, Vendor Management, Integration, Analysis, IT Strategy, Resource Management, Business Process..., Requirements Gathering, Business Strategy, Business Intelligence, Project Delivery
Education
NYU 2012 — 2012
Graduate Certificate, Project Management, 4.0
Marshall University 2005 — 2009
Bachelor of Arts, Composition and Rhetoric
Rocana April 2015 - Present
Victory Media August 2014 - March 2015
GiftCards.com February 2013 - July 2014
Globe Tax Services March 2012 - January 2013
Skills
Project Management, Process Improvement, Project Planning, Software Documentation, Agile Methodologies, Agile Project Management, Kaizen, Change Management, Release Management, SharePoint, Business Analysis, MS Project, Leadership, Training, Databases, Risk Management, Program Management, Scrum, Semantic Versioning, Cross-functional Team..., Technical Writing, E-commerce, Team Leadership, SDLC, Requirements Analysis, Software Project..., Project Portfolio..., Quality Assurance, Security, IT Management, Process Engineering, PMO, Business Analytics, Management, Vendor Management, Integration, Analysis, IT Strategy, Resource Management, Business Process..., Requirements Gathering, Business Strategy, Business Intelligence, Project Delivery
Education
NYU 2012 — 2012
Graduate Certificate, Project Management, 4.0
Marshall University 2005 — 2009
Bachelor of Arts, Composition and Rhetoric
Kelley Leen Kelley Leen's Globe Tax Services Experience June 2013 - March 2015
Job Associate Technical Project Manager at NBC Sports
Industry Broadcast Media
Experience
NBC Sports March 2015 - Present
State of New York Notary Public October 2013 - Present
Globe Tax Services June 2013 - March 2015
Deloitte February 2012 - April 2012
Digitas June 2011 - August 2011
Bentley University June 2010 - July 2010
Avon June 2009 - August 2009
Skills
Project Management, Management, Microsoft Excel, PowerPoint, MS Project, Microsoft Office, Microsoft Word, Microsoft Project, Project Planning, Quality Assurance, Analysis, JIRA, SharePoint
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Business Administration (MBA), Management
Bentley University 2008 — 2012
Bachelor of Science (BS) Cum Laude, Management and Liberal Studies with a concentration in Earth, Environment, and Global Sustainability
Royal Melbourne Institute of Technology
Study Abroad
Academy of Our Lady of Mercy Lauralton Hall 2004 — 2008
High School Diploma
Hong Kong International School 2003 — 2004
NBC Sports March 2015 - Present
State of New York Notary Public October 2013 - Present
Globe Tax Services June 2013 - March 2015
Deloitte February 2012 - April 2012
Digitas June 2011 - August 2011
Bentley University June 2010 - July 2010
Avon June 2009 - August 2009
Skills
Project Management, Management, Microsoft Excel, PowerPoint, MS Project, Microsoft Office, Microsoft Word, Microsoft Project, Project Planning, Quality Assurance, Analysis, JIRA, SharePoint
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Business Administration (MBA), Management
Bentley University 2008 — 2012
Bachelor of Science (BS) Cum Laude, Management and Liberal Studies with a concentration in Earth, Environment, and Global Sustainability
Royal Melbourne Institute of Technology
Study Abroad
Academy of Our Lady of Mercy Lauralton Hall 2004 — 2008
High School Diploma
Hong Kong International School 2003 — 2004
Mayo Fadina's Globe Tax Services Experience March 2013 - June 2014
Job Enabling product managers in global organizations to rapidly and easily generate meaningful user insights
Industry Financial Services
Experience
Alpha UX September 2014 - Present
Globe Tax Services March 2013 - June 2014
Philly Temps October 2008 - September 2012
Loews Hotels 2009 - 2012
naked retreats June 2009 - August 2009
Skills
Illustrator, Photoshop, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Event Management, Event Planning, Customer Service, PowerPoint, HTML, Facebook, Social Networking, Social Media Marketing, Market Research, Public Relations, Public Speaking, Leadership, Training, Outlook, Spanish, Blogging, Recruiting, Customer Satisfaction, Inventory Management, Access, Sales, Research, Team Building, Editing, Teamwork, Sandwiches, Self Help, Triathlon, Black Belt, Strategic Visionary, Long Hair
Education
Temple University 2007 — 2012
BS, Economics
Arch Bishop Ryan High School 2003 — 2007
HS Diploma
Alpha UX September 2014 - Present
Globe Tax Services March 2013 - June 2014
Philly Temps October 2008 - September 2012
Loews Hotels 2009 - 2012
naked retreats June 2009 - August 2009
Skills
Illustrator, Photoshop, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Event Management, Event Planning, Customer Service, PowerPoint, HTML, Facebook, Social Networking, Social Media Marketing, Market Research, Public Relations, Public Speaking, Leadership, Training, Outlook, Spanish, Blogging, Recruiting, Customer Satisfaction, Inventory Management, Access, Sales, Research, Team Building, Editing, Teamwork, Sandwiches, Self Help, Triathlon, Black Belt, Strategic Visionary, Long Hair
Education
Temple University 2007 — 2012
BS, Economics
Arch Bishop Ryan High School 2003 — 2007
HS Diploma
Lindsay Bisson's Globe Tax Services Experience November 2010 - September 2012
Job Marketing Coordinator at Innovest Systems
Industry Financial Services
Experience
Innovest Systems October 2014 - Present
Bridgewater Associates August 2013 - March 2014
Clyde & Co LLP November 2012 - April 2013
Globe Tax Services November 2010 - September 2012
Longacre Fund Management LLC January 2008 - February 2009
Indian Harbor LLC June 2006 - December 2007
Skills
Financial Services, Hedge Funds, Equities, Securities, Investments, Investor Relations, Asset Management, Capital Markets, Marketing, Bloomberg, Business Development, Finance, Financial Analysis, Financial Modeling, Management, Analysis
Education
Manhattan College 2002 — 2006
Bachelor of Science (B.S.), Marketing
NYU School of Professional Studies
Digital Marketing
Innovest Systems October 2014 - Present
Bridgewater Associates August 2013 - March 2014
Clyde & Co LLP November 2012 - April 2013
Globe Tax Services November 2010 - September 2012
Longacre Fund Management LLC January 2008 - February 2009
Indian Harbor LLC June 2006 - December 2007
Skills
Financial Services, Hedge Funds, Equities, Securities, Investments, Investor Relations, Asset Management, Capital Markets, Marketing, Bloomberg, Business Development, Finance, Financial Analysis, Financial Modeling, Management, Analysis
Education
Manhattan College 2002 — 2006
Bachelor of Science (B.S.), Marketing
NYU School of Professional Studies
Digital Marketing
Alix Van Wormer's Globe Tax Services Experience August 2008 - December 2009
Job Senior Corporate Accountant at Infotrieve
Industry Information Technology and Services
Experience
Infotrieve February 2014 - May 2015
Infotrieve December 2009 - February 2014
Globe Tax Services August 2008 - December 2009
Skills
Financial Analysis, Payroll, Data Analysis, Tax, Financial Reporting, Finance, Accounting, Accounts Payable, Financial Statements, Invoicing
Education
American College of Greece 2003 — 2007
Bachelor of Arts, Economics
Thousand Oaks High School 1999 — 2003
Infotrieve February 2014 - May 2015
Infotrieve December 2009 - February 2014
Globe Tax Services August 2008 - December 2009
Skills
Financial Analysis, Payroll, Data Analysis, Tax, Financial Reporting, Finance, Accounting, Accounts Payable, Financial Statements, Invoicing
Education
American College of Greece 2003 — 2007
Bachelor of Arts, Economics
Thousand Oaks High School 1999 — 2003
Benjamin Kohn Benjamin Kohn's Globe Tax Services Experience May 2002 - July 2003
Job Associate Halcyon Asset Management LLC
Industry Financial Services
Experience
Halcyon Asset Management LLC October 2005 - Present
Meglyn Enterprises Inc August 2003 - September 2005
Globe Tax Services May 2002 - July 2003
Skills
Hedge Funds, Fixed Income, Securities, Alternative Investments, Asset Managment, Private Equity, Bloomberg, Equities, Investments, Bonds, Trading, Capital Markets, Financial Analysis, Valuation, Derivatives, Series 7, Series 63, Financial Markets, High Yield, Options, Investment Strategies, Prime Brokerage, Middle Office, Swaps, Equity Trading, Finance, Financial Services, Asset Management, Credit Derivatives, Portfolio Management, Investment Banking, Emerging Markets, Mutual Funds, Financial Modeling, Fund Of Funds, DCF, Account Reconciliation, Financial Structuring, Bloomberg Terminal, Leveraged Finance, Equity Research
Education
Yeshiva University 1999 — 2002
BS, Finance
New Jersey City University 1997 — 1999
Finance
Neveh Tzion - Israel 1996 — 1997
BA
Torah Accademy of Bergen County 1991 — 1995
JEC 1983 — 1991
Halcyon Asset Management LLC October 2005 - Present
Meglyn Enterprises Inc August 2003 - September 2005
Globe Tax Services May 2002 - July 2003
Skills
Hedge Funds, Fixed Income, Securities, Alternative Investments, Asset Managment, Private Equity, Bloomberg, Equities, Investments, Bonds, Trading, Capital Markets, Financial Analysis, Valuation, Derivatives, Series 7, Series 63, Financial Markets, High Yield, Options, Investment Strategies, Prime Brokerage, Middle Office, Swaps, Equity Trading, Finance, Financial Services, Asset Management, Credit Derivatives, Portfolio Management, Investment Banking, Emerging Markets, Mutual Funds, Financial Modeling, Fund Of Funds, DCF, Account Reconciliation, Financial Structuring, Bloomberg Terminal, Leveraged Finance, Equity Research
Education
Yeshiva University 1999 — 2002
BS, Finance
New Jersey City University 1997 — 1999
Finance
Neveh Tzion - Israel 1996 — 1997
BA
Torah Accademy of Bergen County 1991 — 1995
JEC 1983 — 1991
Isa Simmons, MBA's Globe Tax Services Experience March 2012 - January 2014
Job TAX/FATCA SME/FATCA Project Manager
Industry Financial Services
Experience
HSBC March 2014 - June 2015
Globe Tax Services March 2012 - January 2014
Royal Bank of Scotland, Change Management August 2010 - June 2011
UBS Wealth Management & Business Banking August 2007 - March 2008
Smith Barney / Citigroup, January 2004 - July 2007
Smith Barney January 2002 - July 2007
Fahnestock & Company September 2001 - December 2001
Bear Stearns April 2000 - July 2001
Skills
PowerPoint, Visio, Microsoft Office, Vlookup, Fixed Income, Equities, Windows 7, Bloomberg, FATCA, Windows Server, DOS, Macro, Account Reconciliation, Microsoft Excel, Accounting, Hedge Funds, Financial Services, Payroll, Prime Brokerage, AML, Back Office, Analysis, Training, Securities, Accounts Payable, Project Management, Settlement, Software Documentation, Corporate Actions, Leadership, Access, Derivatives, Employee Benefits, Financial Analysis, Windows Server 2003, MS Office Suite, Advanced Excel, macros, pivot tables, Validation (W-8 and W-9), PeopleSoft, SharePoint
Education
University of Phoenix 2008 — 2010
MBA
College of Staten Island 1995 — 2000
Virginia State University, VA 1994 — 1995
BA
HSBC March 2014 - June 2015
Globe Tax Services March 2012 - January 2014
Royal Bank of Scotland, Change Management August 2010 - June 2011
UBS Wealth Management & Business Banking August 2007 - March 2008
Smith Barney / Citigroup, January 2004 - July 2007
Smith Barney January 2002 - July 2007
Fahnestock & Company September 2001 - December 2001
Bear Stearns April 2000 - July 2001
Skills
PowerPoint, Visio, Microsoft Office, Vlookup, Fixed Income, Equities, Windows 7, Bloomberg, FATCA, Windows Server, DOS, Macro, Account Reconciliation, Microsoft Excel, Accounting, Hedge Funds, Financial Services, Payroll, Prime Brokerage, AML, Back Office, Analysis, Training, Securities, Accounts Payable, Project Management, Settlement, Software Documentation, Corporate Actions, Leadership, Access, Derivatives, Employee Benefits, Financial Analysis, Windows Server 2003, MS Office Suite, Advanced Excel, macros, pivot tables, Validation (W-8 and W-9), PeopleSoft, SharePoint
Education
University of Phoenix 2008 — 2010
MBA
College of Staten Island 1995 — 2000
Virginia State University, VA 1994 — 1995
BA
Alexander Graf's Globe Tax Services Experience February 2010 - March 2011
Job Business Development & Relationship Management
Industry Banking
Experience
Bloomberg LP April 2012 - Present
Bloomberg LP March 2011 - April 2012
Globe Tax Services February 2010 - March 2011
AXA Advisors March 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Hewlett-Packard May 2007 - August 2007
Octagon June 2007 - July 2007
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Derivatives, Bonds, Securities, Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges 2005 — 2009
Bachelor's Degree, Economics
The International School of Geneva, Switzerland 1998 — 2005
International Baccalaureate, Economics
Bloomberg LP April 2012 - Present
Bloomberg LP March 2011 - April 2012
Globe Tax Services February 2010 - March 2011
AXA Advisors March 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Hewlett-Packard May 2007 - August 2007
Octagon June 2007 - July 2007
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Derivatives, Bonds, Securities, Finance
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges 2005 — 2009
Bachelor's Degree, Economics
The International School of Geneva, Switzerland 1998 — 2005
International Baccalaureate, Economics
Jaylynn Peck Slattery, CPA's Globe Tax Services Experience October 2003 - August 2004
Job Forensic Accountant/Internal Auditor
Industry Accounting
Experience
Meridian Health October 2014 - Present
FTI Consulting October 2011 - October 2014
Veris Consulting, Inc September 2008 - September 2011
MTI Technology Corporation September 2004 - March 2007
Globe Tax Services October 2003 - August 2004
Skills
Accounting, Financial Analysis, Disaster Recovery, Budgets, Professional Services, Microsoft Office, Financial Reporting, SharePoint, Internal Controls, Business Valuation, GAAP, SEC filings, US GAAP
Education
Villanova University 1999 — 2003
Bachelor of Science in Business Administration, Management Information Systems
Seton Hall University
Masters, Accounting
Rumson-Fair Haven Regional
Meridian Health October 2014 - Present
FTI Consulting October 2011 - October 2014
Veris Consulting, Inc September 2008 - September 2011
MTI Technology Corporation September 2004 - March 2007
Globe Tax Services October 2003 - August 2004
Skills
Accounting, Financial Analysis, Disaster Recovery, Budgets, Professional Services, Microsoft Office, Financial Reporting, SharePoint, Internal Controls, Business Valuation, GAAP, SEC filings, US GAAP
Education
Villanova University 1999 — 2003
Bachelor of Science in Business Administration, Management Information Systems
Seton Hall University
Masters, Accounting
Rumson-Fair Haven Regional
Katie Fenstermaker's Globe Tax Services Experience 2006 - 2007
Job Account Manager at Argent Professional Insurance Agency
Industry Financial Services
Experience
Argent Professional Insurance Agency December 2010 - Present
Globe Tax Services 2006 - 2007
Skills
Financial Analysis
Education
Lafayette College 2002 — 2006
Argent Professional Insurance Agency December 2010 - Present
Globe Tax Services 2006 - 2007
Skills
Financial Analysis
Education
Lafayette College 2002 — 2006
Ashan Nilaweera's Globe Tax Services Experience 1993 - 1996
Job Vice President, Systems and Controls
Industry Hospital & Health Care
Experience
MagnaCare August 2005 - Present
Epicor Software 1996 - 2005
Globe Tax Services 1993 - 1996
Bankers Trust 1992 - 1993
Education
Eastern Connecticut State University 1991 — 1992
BS, Economics and Management
University of Houston-Clear Lake 1990 — 1991
BS, Finance
MagnaCare August 2005 - Present
Epicor Software 1996 - 2005
Globe Tax Services 1993 - 1996
Bankers Trust 1992 - 1993
Education
Eastern Connecticut State University 1991 — 1992
BS, Economics and Management
University of Houston-Clear Lake 1990 — 1991
BS, Finance
Frank Froio's Globe Tax Services Experience March 2013 - Present
Job Managing Director at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services March 2013 - Present
Bowring and Associates January 2012 - Present
Hemitage Marque LLC 2004 - Present
Market Resolve November 2009 - December 2011
Salus Consulting Group May 2006 - November 2009
Optech Consultants 2001 - 2004
Constantin Control Associates 1984 - 2001
Skills
Financial Services, Relationship Management, Securities, Banking, Capital Markets, Wealth Management, Fixed Income, Asset Management, Back Office, Mutual Funds, Equities, Financial Analysis, Corporate Actions, Investments
Education
University of Scranton 1979 — 1983
Bachelor's Degree, Communications, Business Administration
Globe Tax Services March 2013 - Present
Bowring and Associates January 2012 - Present
Hemitage Marque LLC 2004 - Present
Market Resolve November 2009 - December 2011
Salus Consulting Group May 2006 - November 2009
Optech Consultants 2001 - 2004
Constantin Control Associates 1984 - 2001
Skills
Financial Services, Relationship Management, Securities, Banking, Capital Markets, Wealth Management, Fixed Income, Asset Management, Back Office, Mutual Funds, Equities, Financial Analysis, Corporate Actions, Investments
Education
University of Scranton 1979 — 1983
Bachelor's Degree, Communications, Business Administration
Colleen Krenn's Globe Tax Services Experience September 2007 - September 2008
Job Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - July 2013
Globe Tax Services September 2007 - September 2008
Education
Fordham University 2003 — 2007
BS, Finance, Economics, Marketing
Barclays Capital September 2008 - July 2013
Globe Tax Services September 2007 - September 2008
Education
Fordham University 2003 — 2007
BS, Finance, Economics, Marketing
David Hessler's Globe Tax Services Experience December 1996 - April 2001
Job Manager, Performance Improvment at EY
Industry Financial Services
Experience
EY February 2015 - Present
Convey July 2013 - February 2015
Convey March 2011 - June 2013
Barclays Capital September 2004 - February 2010
Brown Brothers Harriman June 2001 - September 2004
Globe Tax Services December 1996 - April 2001
Skills
Operations Management, FATCA, Operational Risk..., Solution Selling, Solution Architecture, Change Management, Process Improvement, Cross-functional Team..., Project Management, International Tax, Corporate Actions, Tax Reporting, Operations Control, Product Demonstration, Technical Demonstrations, Banking, Financial Services, Capital Markets, Equities, Management, Salesforce.com, Risk Management, Business Analysis, Derivatives, Finance, Investment Banking, Fixed Income, Leadership
Education
Schiller International University 1995 — 1996
Study Abroad, Politics, Business
State University of New York at Stony Brook 1990 — 1995
Bachelor of Arts (B.A.), Political Science and Government
EY February 2015 - Present
Convey July 2013 - February 2015
Convey March 2011 - June 2013
Barclays Capital September 2004 - February 2010
Brown Brothers Harriman June 2001 - September 2004
Globe Tax Services December 1996 - April 2001
Skills
Operations Management, FATCA, Operational Risk..., Solution Selling, Solution Architecture, Change Management, Process Improvement, Cross-functional Team..., Project Management, International Tax, Corporate Actions, Tax Reporting, Operations Control, Product Demonstration, Technical Demonstrations, Banking, Financial Services, Capital Markets, Equities, Management, Salesforce.com, Risk Management, Business Analysis, Derivatives, Finance, Investment Banking, Fixed Income, Leadership
Education
Schiller International University 1995 — 1996
Study Abroad, Politics, Business
State University of New York at Stony Brook 1990 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Chris Ivancevic's Globe Tax Services Experience July 1999 - June 2000
Job Producer, Product Manager
Industry Motion Pictures and Film
Experience
Rovr.club January 2015 - Present
Burnt Pictures April 2007 - Present
Entertainment 2005 - 2014
Ana Martins Public Relations December 2001 - December 2004
Mailbits.com/ Bradford and Reed June 2000 - September 2001
Globe Tax Services July 1999 - June 2000
Skills
Film, Television, Entertainment, Commercials, Documentaries, Film Production, Music Videos, Short Films, Post Production, Feature Films, Acting, Screenwriting, Producing, Directing, Social Media, Project Management, Product Management, Product Development, Scrum, Agile Project Management, Final Cut Pro, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Management, Digital Media, Video Production, Video, Production Management
Education
General Assembly 2014 — 2015
Product Management
Franklin University Switzerland 1997 — 1999
Bachelor's degree, International Finance and Banking
University of Florida 1993 — 1996
Business Administration and Management, General
Rovr.club January 2015 - Present
Burnt Pictures April 2007 - Present
Entertainment 2005 - 2014
Ana Martins Public Relations December 2001 - December 2004
Mailbits.com/ Bradford and Reed June 2000 - September 2001
Globe Tax Services July 1999 - June 2000
Skills
Film, Television, Entertainment, Commercials, Documentaries, Film Production, Music Videos, Short Films, Post Production, Feature Films, Acting, Screenwriting, Producing, Directing, Social Media, Project Management, Product Management, Product Development, Scrum, Agile Project Management, Final Cut Pro, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Management, Digital Media, Video Production, Video, Production Management
Education
General Assembly 2014 — 2015
Product Management
Franklin University Switzerland 1997 — 1999
Bachelor's degree, International Finance and Banking
University of Florida 1993 — 1996
Business Administration and Management, General
Dan Kurtter's Globe Tax Services Experience December 2008 - December 2010
Job Manager, Strategic Analytics at Colgate Palmolive
Industry Market Research
Experience
Colgate Palmolive April 2014 - Present
Avon April 2013 - March 2014
Analytic Partners January 2011 - March 2013
Globe Tax Services December 2008 - December 2010
London Clubs International August 2007 - August 2008
Dulwich Hamlet Football Club January 2006 - April 2006
Skills
Forecasting, Excel, PowerPoint, Data Analysis, Market Research, Financial Analysis, Statistical Modeling, Marketing Mix Modeling, Microsoft Excel, SAS, Statistics, Analytics, Management, Process Improvement, Customer Insight, Segmentation, Marketing Research
Education
University of Pittsburgh 2003 — 2007
BA, Business Administration and Communications
City University London 2007 — 2008
Certificate, International Business
Imperial College London 2006 — 2006
Study Abroad
Colgate Palmolive April 2014 - Present
Avon April 2013 - March 2014
Analytic Partners January 2011 - March 2013
Globe Tax Services December 2008 - December 2010
London Clubs International August 2007 - August 2008
Dulwich Hamlet Football Club January 2006 - April 2006
Skills
Forecasting, Excel, PowerPoint, Data Analysis, Market Research, Financial Analysis, Statistical Modeling, Marketing Mix Modeling, Microsoft Excel, SAS, Statistics, Analytics, Management, Process Improvement, Customer Insight, Segmentation, Marketing Research
Education
University of Pittsburgh 2003 — 2007
BA, Business Administration and Communications
City University London 2007 — 2008
Certificate, International Business
Imperial College London 2006 — 2006
Study Abroad
Dottie A Clayton's Globe Tax Services Experience 1995 - 2001
Job Director Human Resources
Industry Government Administration
Experience
City of New York May 2014 - Present
Bulgari Corporation of America July 2013 - May 2014
Bulgari Corporation of America April 2008 - July 2013
BBDO April 2007 - January 2008
Natural Resources Defense Council August 2004 - April 2007
Pearson Inc April 2001 - August 2004
Globe Tax Services 1995 - 2001
Skills
Employee Relations, Employee Benefits, Human Resources, Performance Management, Recruiting, Benefits Administration, Interviews, Customer Service, Talent Acquisition, Onboarding, Training, HRIS, HR Policies, New Hire Orientations, Deferred Compensation, Payroll, ADP Payroll, Talent Management, Succession Planning, Microsoft Excel, PeopleSoft, Personnel Management, College Recruiting, Time Management, Applicant Tracking..., Microsoft Office, Strategic Planning, Employee Engagement, Security Management, Career Development, Leadership, Policy, Management, Capital Grants
Education
Fordham University 1999 — 2003
MSEd, Education and Career Counseling
Metropolitan College of New York 1996 — 1999
BS, Human Services, General
City of New York May 2014 - Present
Bulgari Corporation of America July 2013 - May 2014
Bulgari Corporation of America April 2008 - July 2013
BBDO April 2007 - January 2008
Natural Resources Defense Council August 2004 - April 2007
Pearson Inc April 2001 - August 2004
Globe Tax Services 1995 - 2001
Skills
Employee Relations, Employee Benefits, Human Resources, Performance Management, Recruiting, Benefits Administration, Interviews, Customer Service, Talent Acquisition, Onboarding, Training, HRIS, HR Policies, New Hire Orientations, Deferred Compensation, Payroll, ADP Payroll, Talent Management, Succession Planning, Microsoft Excel, PeopleSoft, Personnel Management, College Recruiting, Time Management, Applicant Tracking..., Microsoft Office, Strategic Planning, Employee Engagement, Security Management, Career Development, Leadership, Policy, Management, Capital Grants
Education
Fordham University 1999 — 2003
MSEd, Education and Career Counseling
Metropolitan College of New York 1996 — 1999
BS, Human Services, General
Judy Zuckerman's Globe Tax Services Experience Product ManagerDepository Trust & Clearing CorporationSeptember 1996 - July 2007
Job Sr. Product Manager at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services Product ManagerDepository Trust & Clearing CorporationSeptember 1996 - July 2007
DTCC 1996 - 2007
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Queens College 1961 — 1965
BA, English
Globe Tax Services Product ManagerDepository Trust & Clearing CorporationSeptember 1996 - July 2007
DTCC 1996 - 2007
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Queens College 1961 — 1965
BA, English
Charles Grover's Globe Tax Services Experience March 2011 - April 2014
Job Inside Sales at OnDeck
Industry Investment Banking
Experience
OnDeck April 2014 - Present
Globe Tax Services March 2011 - April 2014
Everson Soccer Academy May 2010 - March 2011
Oronoque Kennel May 2002 - August 2010
Griffin Hospital May 2009 - August 2009
Christiania Spirits May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Access, Outlook, Microsoft Word, Microsoft Office, Tax
Education
Fairfield University 2006 — 2010
Finance and International Business
OnDeck April 2014 - Present
Globe Tax Services March 2011 - April 2014
Everson Soccer Academy May 2010 - March 2011
Oronoque Kennel May 2002 - August 2010
Griffin Hospital May 2009 - August 2009
Christiania Spirits May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Access, Outlook, Microsoft Word, Microsoft Office, Tax
Education
Fairfield University 2006 — 2010
Finance and International Business
Marta Bierbaum's Globe Tax Services Experience July 2011 - June 2013
Job Lead Community Training Specialist at YAI National Institute for People with Disabilities
Industry Nonprofit Organization Management
Experience
YAI National Institute for People with Disabilities June 2013 - Present
Globe Tax Services July 2011 - June 2013
Globe Tax Services August 2010 - July 2011
Make-A-Wish Foundation of Eastern North Carolina June 2009 - July 2010
Skills
Program Coordination, Fundraising, Training Delivery, Volunteer Management, Event Planning, Teaching Adults, Child Development, PowerPoint
Education
North Carolina State University 2005 — 2009
BA, Interpersonal Communication, Psychology
YAI National Institute for People with Disabilities June 2013 - Present
Globe Tax Services July 2011 - June 2013
Globe Tax Services August 2010 - July 2011
Make-A-Wish Foundation of Eastern North Carolina June 2009 - July 2010
Skills
Program Coordination, Fundraising, Training Delivery, Volunteer Management, Event Planning, Teaching Adults, Child Development, PowerPoint
Education
North Carolina State University 2005 — 2009
BA, Interpersonal Communication, Psychology
Alyson Del Guercio's Globe Tax Services Experience January 2011 - Present
Job Graduate from Lehigh University
Industry Financial Services
Experience
Globe Tax Services January 2011 - Present
Bloomberg August 2010 - November 2010
JPMorgan Chase January 2010 - January 2010
Bankers Insurance Group June 2009 - August 2009
Skills
Financial Services, Tax, Credit Analysis, Bloomberg, Fixed Income, Hedge Funds, Equities, Valuation, Asset Managment, Investments, Financial Analysis, Derivatives, Financial Modeling, Portfolio Management, Securities, Depositions, Arbitration, Asset Management
Education
Lehigh University 2006 — 2010
BS, Finance
Temple University Rome 2009 — 2009
Globe Tax Services January 2011 - Present
Bloomberg August 2010 - November 2010
JPMorgan Chase January 2010 - January 2010
Bankers Insurance Group June 2009 - August 2009
Skills
Financial Services, Tax, Credit Analysis, Bloomberg, Fixed Income, Hedge Funds, Equities, Valuation, Asset Managment, Investments, Financial Analysis, Derivatives, Financial Modeling, Portfolio Management, Securities, Depositions, Arbitration, Asset Management
Education
Lehigh University 2006 — 2010
BS, Finance
Temple University Rome 2009 — 2009
Ashley Columbia's Globe Tax Services Experience 2006 - 2007
Job CPA, MBA, Accounting Manager
Industry Accounting
Experience
ConvaTec July 2015 - Present
Wyndham Hotel Group June 2013 - June 2015
Deloitte & Touche September 2010 - June 2013
Cantor Fitzgerald January 2008 - December 2008
Globe Tax Services 2006 - 2007
Skills
Financial Analysis, Audit, Accounting, Financial Reporting, Excel, Auditing, GAAP Standards, Big 4, Internal Controls, SOX 404, PCAOB standards, Member of AICPA, External Audit, CPA, SEC filings, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2010
MBA, Accounting
Pace University 2006 — 2008
BA, Economics, 3.96 GPA
ConvaTec July 2015 - Present
Wyndham Hotel Group June 2013 - June 2015
Deloitte & Touche September 2010 - June 2013
Cantor Fitzgerald January 2008 - December 2008
Globe Tax Services 2006 - 2007
Skills
Financial Analysis, Audit, Accounting, Financial Reporting, Excel, Auditing, GAAP Standards, Big 4, Internal Controls, SOX 404, PCAOB standards, Member of AICPA, External Audit, CPA, SEC filings, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2010
MBA, Accounting
Pace University 2006 — 2008
BA, Economics, 3.96 GPA
Alessandra Teta's Globe Tax Services Experience October 2007 - April 2011
Job Halcyon Asset Management
Industry Financial Services
Experience
Halcyon Asset Management February 2013 - Present
BMO Capital Markets September 2012 - February 2013
ConvergEx RealTick April 2011 - July 2012
Globe Tax Services October 2007 - April 2011
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
Halcyon Asset Management February 2013 - Present
BMO Capital Markets September 2012 - February 2013
ConvergEx RealTick April 2011 - July 2012
Globe Tax Services October 2007 - April 2011
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance