Goldstein Lewin & Co.
Description
Address: 1675 N Military Trl, Boca Raton, FL 33486 Phone: (561) 994-5050: : Category: : : Place name: : : Website:
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Goldstein Lewin & Co. Employees
Employee
Years
Job
Industry
Natalie Kelly, CPA Natalie Kelly, CPA's Goldstein Lewin & Co. Experience January 1996 - April 2001
Job Subcontractor at CBIZ Goldstein Lewin
Industry Accounting
Experience
CBIZ MHM, LLC January 2014 - Present
Kelly's Financial Services, Inc. January 2005 - Present
DeVito, Snowden & Co., LLC November 2008 - Present
Melvin B. Friedberg, PA November 2005 - September 2013
Robert Half Finance & Accounting May 2006 - August 2006
CBIZ Goldstein Lewin (formerly CBIZ MHM, LLC) January 2005 - August 2005
Smolin, Lupin & Co., PA January 2005 - March 2005
Altman & Makris, PL January 2004 - December 2004
Goldstein Lewin & Co. January 1996 - April 2001
David Fisher & Co., PA September 1988 - December 1995
Skills
Tax Returns, S Corporations, Accounting, QuickBooks, Bookkeeping, Corporate Tax, Partnership Taxation, Financial Accounting, GAAP, Small Business, Financial Analysis, Tax Research, Cash Flow, Budgets, Real Estate, Investments, Nonprofits, Asset Management, Sales Tax, Auditing, Payroll, Financial Reporting, Payroll Taxes, Accountants, Due Diligence, General Ledger, Estate Planning, Financial Statements, Peachtree, IRS, Business Planning, Fixed Assets, Forensic Accounting, Journal Entries, Microsoft Excel, Microsoft Office, Microsoft Word, ProSystem fx Tax, ATB, Turbo Tax, Lacerte, Quicken, WebEx, BNA, DMS, Time Value of Money, ATX, SaxTax, PPC, Go System
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1987
BA, Accounting, Management
CBIZ MHM, LLC January 2014 - Present
Kelly's Financial Services, Inc. January 2005 - Present
DeVito, Snowden & Co., LLC November 2008 - Present
Melvin B. Friedberg, PA November 2005 - September 2013
Robert Half Finance & Accounting May 2006 - August 2006
CBIZ Goldstein Lewin (formerly CBIZ MHM, LLC) January 2005 - August 2005
Smolin, Lupin & Co., PA January 2005 - March 2005
Altman & Makris, PL January 2004 - December 2004
Goldstein Lewin & Co. January 1996 - April 2001
David Fisher & Co., PA September 1988 - December 1995
Skills
Tax Returns, S Corporations, Accounting, QuickBooks, Bookkeeping, Corporate Tax, Partnership Taxation, Financial Accounting, GAAP, Small Business, Financial Analysis, Tax Research, Cash Flow, Budgets, Real Estate, Investments, Nonprofits, Asset Management, Sales Tax, Auditing, Payroll, Financial Reporting, Payroll Taxes, Accountants, Due Diligence, General Ledger, Estate Planning, Financial Statements, Peachtree, IRS, Business Planning, Fixed Assets, Forensic Accounting, Journal Entries, Microsoft Excel, Microsoft Office, Microsoft Word, ProSystem fx Tax, ATB, Turbo Tax, Lacerte, Quicken, WebEx, BNA, DMS, Time Value of Money, ATX, SaxTax, PPC, Go System
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1987
BA, Accounting, Management
Adam Firestein, CPA Adam Firestein, CPA's Goldstein Lewin & Co. Experience February 2003 - October 2004
Job Partner of Assurance Services at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2012 - Present
Berkowitz Pollack Brant October 2004 - December 2011
Goldstein Lewin & Co. February 2003 - October 2004
Rachlin Cohen & Holtz February 1998 - December 2002
Skills
Audit, Reviews, Financial Reporting, Accounting, Non-profits, Employee Benefit Plan..., Federal and Florida..., Yellow Book, Construction Accounting, Manufacturing, Retail, Wholesale and..., SEC reporting, Telecommunications, AICPA Peer Reviewer, Single Audit, SEC filings, Auditing, Assurance, GAAP, Nonprofits, Audits of Employee...
Education
University of South Florida 1997 — 1997
Masters, Accounting
University of South Florida 1992 — 1996
BS, Accounting, Deans List
Marcum LLP January 2012 - Present
Berkowitz Pollack Brant October 2004 - December 2011
Goldstein Lewin & Co. February 2003 - October 2004
Rachlin Cohen & Holtz February 1998 - December 2002
Skills
Audit, Reviews, Financial Reporting, Accounting, Non-profits, Employee Benefit Plan..., Federal and Florida..., Yellow Book, Construction Accounting, Manufacturing, Retail, Wholesale and..., SEC reporting, Telecommunications, AICPA Peer Reviewer, Single Audit, SEC filings, Auditing, Assurance, GAAP, Nonprofits, Audits of Employee...
Education
University of South Florida 1997 — 1997
Masters, Accounting
University of South Florida 1992 — 1996
BS, Accounting, Deans List
Paul M. Tertan Paul M. Tertan's Goldstein Lewin & Co. Experience January 2005 - July 2013
Job Financial Management
Industry Accounting
Experience
Coastal Construction Company July 2013 - Present
Goldstein Lewin & Co. January 2005 - July 2013
CBIZ MHM, LLC January 2005 - July 2013
Skills
Financial Reporting, US GAAP, Internal Controls, GAAP, CPA
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Accounting
Coastal Construction Company July 2013 - Present
Goldstein Lewin & Co. January 2005 - July 2013
CBIZ MHM, LLC January 2005 - July 2013
Skills
Financial Reporting, US GAAP, Internal Controls, GAAP, CPA
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Accounting
Nicholas Buscemi III Nicholas Buscemi III's Goldstein Lewin & Co. Experience January 1991 - September 1999
Job Senior Finance Executive Seeking New Opportunity
Industry Accounting
Experience
Cross Country Healthcare July 2013 - January 2015
Metropolitan Health Networks, Inc. October 2002 - June 2013
Weinberg & Company, P.A. (Florida) September 2000 - March 2002
NationsRent, Inc. September 1999 - July 2000
Goldstein Lewin & Co. January 1991 - September 1999
Samuel Adelsberg & Co., CPA's April 1988 - September 1990
Skills
Microsoft Office 2010, Microsoft Dynamics, Microsoft Forecaster, XBRL, Great Plaines, Express Options, Lawson General Ledger, Auditing, Financial Reporting, GAAP, Access, Accounting, Accounts Payable, Budgets, Cash Management, Corporate Tax, External Audit, Finance, Financial Analysis, Financial Statements, Fixed Assets, General Ledger, Office 2010, Payroll, Process Improvement, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Sarbanes-Oxley, Tax Accounting, Tax, Training
Education
Dowling College
Bachelor of Science (BS), Accounting and Computer Science
Cross Country Healthcare July 2013 - January 2015
Metropolitan Health Networks, Inc. October 2002 - June 2013
Weinberg & Company, P.A. (Florida) September 2000 - March 2002
NationsRent, Inc. September 1999 - July 2000
Goldstein Lewin & Co. January 1991 - September 1999
Samuel Adelsberg & Co., CPA's April 1988 - September 1990
Skills
Microsoft Office 2010, Microsoft Dynamics, Microsoft Forecaster, XBRL, Great Plaines, Express Options, Lawson General Ledger, Auditing, Financial Reporting, GAAP, Access, Accounting, Accounts Payable, Budgets, Cash Management, Corporate Tax, External Audit, Finance, Financial Analysis, Financial Statements, Fixed Assets, General Ledger, Office 2010, Payroll, Process Improvement, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Sarbanes-Oxley, Tax Accounting, Tax, Training
Education
Dowling College
Bachelor of Science (BS), Accounting and Computer Science
Jay Jackler, CPA Jay Jackler, CPA's Goldstein Lewin & Co. Experience 2006 - December 2009
Job CBIZ Senior Tax Manager, with Aviation, High Net Worth, Domestic & International Business Expertise
Industry Accounting
Experience
CBIZ MHM August 2006 - Present
Goldstein Lewin & Co. 2006 - December 2009
Gerson, Preston, Robinson & Co. 2004 - 2005
Jackler Nelkin Ewanyk & Co Certified Public Accountants 1976 - 2003
Skills
Tax, Tax Research, CPA, Tax Advisory, Mergers & Acquisitions, International Tax, Income Tax, Corporate Tax, Tax Law, Mergers, Finance, Auditing, Tax Accounting, Partnership Taxation, Consulting, State Tax, Tax Returns, Financial Analysis, SEC filings, Accounting, S Corporations, Project Planning, High Net Worth..., Sarbanes-Oxley Act, Financial Accounting, Management, Due Diligence, Financial Reporting, FIN 48, IRS, Business Valuation, Internal Controls, Tax Preparation, Strategic Planning, Forensic Accounting, Financial Planners, Sales Tax, Leading Meetings, ProSystem fx Tax, Executive Management
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting & Finance
CBIZ MHM August 2006 - Present
Goldstein Lewin & Co. 2006 - December 2009
Gerson, Preston, Robinson & Co. 2004 - 2005
Jackler Nelkin Ewanyk & Co Certified Public Accountants 1976 - 2003
Skills
Tax, Tax Research, CPA, Tax Advisory, Mergers & Acquisitions, International Tax, Income Tax, Corporate Tax, Tax Law, Mergers, Finance, Auditing, Tax Accounting, Partnership Taxation, Consulting, State Tax, Tax Returns, Financial Analysis, SEC filings, Accounting, S Corporations, Project Planning, High Net Worth..., Sarbanes-Oxley Act, Financial Accounting, Management, Due Diligence, Financial Reporting, FIN 48, IRS, Business Valuation, Internal Controls, Tax Preparation, Strategic Planning, Forensic Accounting, Financial Planners, Sales Tax, Leading Meetings, ProSystem fx Tax, Executive Management
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting & Finance
Nancy Santiago, MS, PHR, SHRM-CP Nancy Santiago, MS, PHR, SHRM-CP's Goldstein Lewin & Co. Experience March 2002 - August 2008
Job Career Specialist/Career Coaching/Resume Writing/Employer Engagement/Networking/Social Media
Industry Higher Education
Experience
Kaplan University February 2014 - Present
DeVry University January 2009 - August 2013
American Health and Rehabilitation September 2008 - January 2009
Goldstein Lewin & Co. March 2002 - August 2008
Human Resource Association of Palm Beach County 2007 - 2007
Racal Datacom 1991 - 2000
LJN Toys 1985 - 1990
Skills
Career Counseling, Employee Relations, Job Analysis, Employment Law, Coaching, Career Development, Resume Writing, Career Services, Job Search Strategies, Onboarding, Career Advising, Performance Appraisal, Mock Interviews, Recruitment/Retention, HR Policies, Job Search, Benefits Administration, Interview Preparation, Career Assessment, New Hire Orientations, Customer Service, College Recruiting, Career Management, Job Coaching, Talent Management, Leadership Development, Talent Acquisition, Organizational..., Human Resources, Performance Management, Employee Engagement, Staff Development, Job Fairs, Training, Conflict Resolution, Employee Benefits, Behavioral Interviewing, Job Descriptions, Organizational Behavior, Interviewing, Career Transitions, Orientation, Hiring, Staff Retention, Higher Education, Employee Training, Workshop Facilitation, Training Delivery, FMLA, Resume
Education
Kaplan University 2014 — 2015
Master's Degree, Management - Organizational Development
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Human Resource Management, International Human Resources
New York Institute of Technology-Ft. Lauderdale Campus 2003 — 2003
Graduate Certificate, Human Resources & Labor Relations
Carlos Albizu University - Miami Campus 2000 — 2003
MS, Industrial/Organizational Psychology
Lynn University 1998 — 2000
BPS, Business Management
Northwood University-Florida
PHR Certification Course, Human Resources Management/Personnel Administration, General
Paramus High School
Kaplan University February 2014 - Present
DeVry University January 2009 - August 2013
American Health and Rehabilitation September 2008 - January 2009
Goldstein Lewin & Co. March 2002 - August 2008
Human Resource Association of Palm Beach County 2007 - 2007
Racal Datacom 1991 - 2000
LJN Toys 1985 - 1990
Skills
Career Counseling, Employee Relations, Job Analysis, Employment Law, Coaching, Career Development, Resume Writing, Career Services, Job Search Strategies, Onboarding, Career Advising, Performance Appraisal, Mock Interviews, Recruitment/Retention, HR Policies, Job Search, Benefits Administration, Interview Preparation, Career Assessment, New Hire Orientations, Customer Service, College Recruiting, Career Management, Job Coaching, Talent Management, Leadership Development, Talent Acquisition, Organizational..., Human Resources, Performance Management, Employee Engagement, Staff Development, Job Fairs, Training, Conflict Resolution, Employee Benefits, Behavioral Interviewing, Job Descriptions, Organizational Behavior, Interviewing, Career Transitions, Orientation, Hiring, Staff Retention, Higher Education, Employee Training, Workshop Facilitation, Training Delivery, FMLA, Resume
Education
Kaplan University 2014 — 2015
Master's Degree, Management - Organizational Development
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Human Resource Management, International Human Resources
New York Institute of Technology-Ft. Lauderdale Campus 2003 — 2003
Graduate Certificate, Human Resources & Labor Relations
Carlos Albizu University - Miami Campus 2000 — 2003
MS, Industrial/Organizational Psychology
Lynn University 1998 — 2000
BPS, Business Management
Northwood University-Florida
PHR Certification Course, Human Resources Management/Personnel Administration, General
Paramus High School
Karen Hinds Karen Hinds's Goldstein Lewin & Co. Experience January 2005 - October 2006
Job Assoc. Consulting Services Manager at Symantec
Industry Information Technology and Services
Experience
Symantec July 2012 - Present
TranSystems November 2010 - June 2012
Atkins February 2008 - February 2010
SAIC January 2007 - February 2008
Goldstein Lewin & Co. January 2005 - October 2006
Kaplan University May 2002 - October 2004
W.W. Grainger April 1998 - January 2001
Afrique Publishing June 1994 - December 1996
Skills
strategic marketing,..., Marketing Communications, Press Releases, Marketing Strategy, Proposal Writing, Business Development, Copywriting, Newsletters, Marketing Management, Technical Writing
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Advertising
Symantec July 2012 - Present
TranSystems November 2010 - June 2012
Atkins February 2008 - February 2010
SAIC January 2007 - February 2008
Goldstein Lewin & Co. January 2005 - October 2006
Kaplan University May 2002 - October 2004
W.W. Grainger April 1998 - January 2001
Afrique Publishing June 1994 - December 1996
Skills
strategic marketing,..., Marketing Communications, Press Releases, Marketing Strategy, Proposal Writing, Business Development, Copywriting, Newsletters, Marketing Management, Technical Writing
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Advertising
Adam Yalowich Adam Yalowich's Goldstein Lewin & Co. Experience 1995 - 1997
Job Director at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP September 1997 - Present
Goldstein Lewin & Co. 1995 - 1997
Grant Thornton LLP December 1987 - September 1995
Freed Maxick & Battaglia, CPAs January 1983 - December 1987
Ernst & Whinney 1981 - 1983
Skills
FIN 48, Tax, Tax Research, Tax Accounting, Corporate Tax, Tax Preparation, Tax Law, Income Tax, GAAP, Partnership Taxation, Due Diligence, Financial Reporting, SEC filings, Tax Advisory, US GAAP, Mergers & Acquisitions, Accounting, Big 4, CPA, Sarbanes-Oxley Act
Education
St. Bonaventure University
BBA, Accounting
Deloitte Tax LLP September 1997 - Present
Goldstein Lewin & Co. 1995 - 1997
Grant Thornton LLP December 1987 - September 1995
Freed Maxick & Battaglia, CPAs January 1983 - December 1987
Ernst & Whinney 1981 - 1983
Skills
FIN 48, Tax, Tax Research, Tax Accounting, Corporate Tax, Tax Preparation, Tax Law, Income Tax, GAAP, Partnership Taxation, Due Diligence, Financial Reporting, SEC filings, Tax Advisory, US GAAP, Mergers & Acquisitions, Accounting, Big 4, CPA, Sarbanes-Oxley Act
Education
St. Bonaventure University
BBA, Accounting
Salvatore Bochicchio, CPA, ABV, CTRS Salvatore Bochicchio, CPA, ABV, CTRS's Goldstein Lewin & Co. Experience December 1992 - December 2009
Job Tax Problem Resolution Specialist at East Coast Tax Consulting Group LLC
Industry Accounting
Experience
East Coast Tax Consulting Group LLC September 2011 - Present
CBIZ Goldstein Lewin January 2010 - 2012
Goldstein Lewin & Co. December 1992 - December 2009
Gladstone Madonna, CPA's 1990 - 1992
Cooper, Selvin & Strassberg, CPA's 1987 - 1990
Skills
IRS Problem Resolution, Tax Audit Representation, Tax Advisory, Income Tax, Tax Law, Tax Returns, Estate Planning, Business Valuation, Family Limited..., Valuation Discounts, Closely Held..., Business Succession..., Real Estate Partnerships, CPA, Trusts, Corporations, Partnerships, Tax, Estate Tax Planning, IRS problem resolution, IRS, Limited Partnerships, Succession Planning, Mergers & Acquisitions, Gift Tax, Corporate Tax, Tax Accounting, Auditing, Financial Planners, Tax Preparation, International Tax, Tax Research, High Net Worth..., GAAP, LLC
Education
Long Island University, C.W. Post Campus
B.S., Accounting
Pace University - Lubin School of Business
M.S., Taxation
East Coast Tax Consulting Group LLC September 2011 - Present
CBIZ Goldstein Lewin January 2010 - 2012
Goldstein Lewin & Co. December 1992 - December 2009
Gladstone Madonna, CPA's 1990 - 1992
Cooper, Selvin & Strassberg, CPA's 1987 - 1990
Skills
IRS Problem Resolution, Tax Audit Representation, Tax Advisory, Income Tax, Tax Law, Tax Returns, Estate Planning, Business Valuation, Family Limited..., Valuation Discounts, Closely Held..., Business Succession..., Real Estate Partnerships, CPA, Trusts, Corporations, Partnerships, Tax, Estate Tax Planning, IRS problem resolution, IRS, Limited Partnerships, Succession Planning, Mergers & Acquisitions, Gift Tax, Corporate Tax, Tax Accounting, Auditing, Financial Planners, Tax Preparation, International Tax, Tax Research, High Net Worth..., GAAP, LLC
Education
Long Island University, C.W. Post Campus
B.S., Accounting
Pace University - Lubin School of Business
M.S., Taxation
Henry Gomez Jr. Henry Gomez Jr.'s Goldstein Lewin & Co. Experience January 2005 - September 2007
Job Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP October 2010 - Present
McGladrey & Pullen LLP October 2007 - September 2010
Goldstein Lewin & Co. January 2005 - September 2007
Telco Group Inc. December 2002 - December 2004
PricewaterhouseCoopers January 2001 - December 2001
Skills
Bilingual, Auditing, SEC filings, Financial Accounting, Accounting, Reverse Mergers, Consolidated Financial..., Business Acquisition, Analysis, Internal Audit, US GAAP, Sarbanes-Oxley, GAAP, CPA, Accounts Payable, Finance, SEC Filings, Sarbanes-Oxley Act
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
B.S., Accounting
St. John's University
Accounting
Marcum LLP October 2010 - Present
McGladrey & Pullen LLP October 2007 - September 2010
Goldstein Lewin & Co. January 2005 - September 2007
Telco Group Inc. December 2002 - December 2004
PricewaterhouseCoopers January 2001 - December 2001
Skills
Bilingual, Auditing, SEC filings, Financial Accounting, Accounting, Reverse Mergers, Consolidated Financial..., Business Acquisition, Analysis, Internal Audit, US GAAP, Sarbanes-Oxley, GAAP, CPA, Accounts Payable, Finance, SEC Filings, Sarbanes-Oxley Act
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
B.S., Accounting
St. John's University
Accounting
Robert Garick Robert Garick's Goldstein Lewin & Co. Experience October 1992 - December 2009
Job Experienced CPA |Consultant to CPA's for Attest Functions Audits & Reviews|Regulatory Filings Publicly Traded Entities
Industry Accounting
Experience
Robert H. Garick, CPA, LLC June 2012 - Present
Jewish Family Services of Broward 2014 - 2015
Jewish Family Services of Broward 2014 - 2015
CBIZ Goldstein Lewin and Mayer Hoffman McCann, P.C. January 2010 - May 2012
Goldstein Lewin & Co. October 1992 - December 2009
Mallah Furman & Co 1987 - 1992
Kaniuk, Malakoff & Wasserman, CPA 1984 - 1987
Putterman, Rush & Shapiro 1979 - 1984
Skills
Accounting, Auditing, Financial Reporting, Not-for-profit, Financial Accounting, SEC filings, PCAOB standards, Regulatory Filings, Not for Profit, Single Audit, Broker-Dealer, Mortgage Brokers, Pharmaceutical Industry, Biotechnology Industry, Nutraceuticals, Life Science Industry, Technology, ERISA, Construction, Distributors, CIRA, Financial Analysis, Internet Services, Electronics..., Manufacturing, Staff Supervision, Interpretation, Financial Statement..., Income Tax, CPA, Attest Services, Member of AICPA, Software for Audit..., Forecasts, HUD, Going Public, Corporate Tax, External Audit
Education
Hofstra University 1977 — 1979
MBA, Accounting
Franklin College 1969 — 1973
B.A., Philosophy and Psychology
Robert H. Garick, CPA, LLC June 2012 - Present
Jewish Family Services of Broward 2014 - 2015
Jewish Family Services of Broward 2014 - 2015
CBIZ Goldstein Lewin and Mayer Hoffman McCann, P.C. January 2010 - May 2012
Goldstein Lewin & Co. October 1992 - December 2009
Mallah Furman & Co 1987 - 1992
Kaniuk, Malakoff & Wasserman, CPA 1984 - 1987
Putterman, Rush & Shapiro 1979 - 1984
Skills
Accounting, Auditing, Financial Reporting, Not-for-profit, Financial Accounting, SEC filings, PCAOB standards, Regulatory Filings, Not for Profit, Single Audit, Broker-Dealer, Mortgage Brokers, Pharmaceutical Industry, Biotechnology Industry, Nutraceuticals, Life Science Industry, Technology, ERISA, Construction, Distributors, CIRA, Financial Analysis, Internet Services, Electronics..., Manufacturing, Staff Supervision, Interpretation, Financial Statement..., Income Tax, CPA, Attest Services, Member of AICPA, Software for Audit..., Forecasts, HUD, Going Public, Corporate Tax, External Audit
Education
Hofstra University 1977 — 1979
MBA, Accounting
Franklin College 1969 — 1973
B.A., Philosophy and Psychology
Don Goldstein Don Goldstein's Goldstein Lewin & Co. Experience January 1975 - December 2009
Job Managing Director
Industry Accounting
Experience
CBIZ Goldstein Lewin and Mayer Hoffman McCann P.C. January 2010 - Present
Goldstein Lewin & Co. January 1975 - December 2009
Arthur Andersen & Co. 1968 - 1974
Education
Michigan State University 1964 — 1968
Bachelor of Science
CBIZ Goldstein Lewin and Mayer Hoffman McCann P.C. January 2010 - Present
Goldstein Lewin & Co. January 1975 - December 2009
Arthur Andersen & Co. 1968 - 1974
Education
Michigan State University 1964 — 1968
Bachelor of Science
Marc Metrick Marc Metrick's Goldstein Lewin & Co. Experience February 1994 - December 1994
Job Internal Audit Operations
Industry Insurance
Experience
Universal Property and Casualty Insurance Company/Universal Insurance Holdings, Inc. November 2011 - Present
Marc Metrick Consulting September 2009 - November 2011
City of Fort Lauderdale October 2010 - November 2010
National Council on Compensation Insurance, Inc. (NCCI) February 1995 - September 2009
Goldstein Lewin & Co. February 1994 - December 1994
Holman Enterprises July 1992 - October 1993
WR Grace August 1991 - July 1992
Price Waterhouse Coopers December 1989 - April 1991
Skills
Risk Assessment, Auditing, Sarbanes-Oxley Act, Internal Controls, Accounting, GAAP, Process Improvement, Analysis, Budgets, Tax, Insurance, Management, Account Reconciliation, Financial Audits, Financial Statements, Managerial Finance, Leadership, Finance, Training, Strategic Financial..., Risk Management, Internal Audit, Tax Preparation, Financial Analysis, General Ledger, Financial Reporting, Consolidation, SEC filings, Sarbanes-Oxley, US GAAP, Financial Risk, PeopleSoft, Cash Flow, Workers Compensation, Assurance, Program Management, Property & Casualty..., Business Process..., Visio, IT Audit, Mergers & Acquisitions, Reinsurance, Underwriting, Cash Management, Journal Entries, Financial Modeling, Financial Planning
Education
University of Miami 1989 — 1991
Masters, Accounting
University of Miami 1988 — 1989
Certificate, Accounting
University of Florida - Warrington College of Business Administration 1984 — 1988
Bachelors, Business Administration; Finance
Florida Atlantic University
Florida Atlantic University
Universal Property and Casualty Insurance Company/Universal Insurance Holdings, Inc. November 2011 - Present
Marc Metrick Consulting September 2009 - November 2011
City of Fort Lauderdale October 2010 - November 2010
National Council on Compensation Insurance, Inc. (NCCI) February 1995 - September 2009
Goldstein Lewin & Co. February 1994 - December 1994
Holman Enterprises July 1992 - October 1993
WR Grace August 1991 - July 1992
Price Waterhouse Coopers December 1989 - April 1991
Skills
Risk Assessment, Auditing, Sarbanes-Oxley Act, Internal Controls, Accounting, GAAP, Process Improvement, Analysis, Budgets, Tax, Insurance, Management, Account Reconciliation, Financial Audits, Financial Statements, Managerial Finance, Leadership, Finance, Training, Strategic Financial..., Risk Management, Internal Audit, Tax Preparation, Financial Analysis, General Ledger, Financial Reporting, Consolidation, SEC filings, Sarbanes-Oxley, US GAAP, Financial Risk, PeopleSoft, Cash Flow, Workers Compensation, Assurance, Program Management, Property & Casualty..., Business Process..., Visio, IT Audit, Mergers & Acquisitions, Reinsurance, Underwriting, Cash Management, Journal Entries, Financial Modeling, Financial Planning
Education
University of Miami 1989 — 1991
Masters, Accounting
University of Miami 1988 — 1989
Certificate, Accounting
University of Florida - Warrington College of Business Administration 1984 — 1988
Bachelors, Business Administration; Finance
Florida Atlantic University
Florida Atlantic University
Marc List Marc List's Goldstein Lewin & Co. Experience January 1995 - December 2009
Job Senior Managing Director
Industry Accounting
Experience
CBIZ MHM, LLC January 2010 - Present
Goldstein Lewin & Co. January 1995 - December 2009
Education
University of North Carolina at Chapel Hill 1988 — 1991
JD, Law
Hofstra University
BBA, Accounting
CBIZ MHM, LLC January 2010 - Present
Goldstein Lewin & Co. January 1995 - December 2009
Education
University of North Carolina at Chapel Hill 1988 — 1991
JD, Law
Hofstra University
BBA, Accounting
Judy J Lewis Judy J Lewis's Goldstein Lewin & Co. Experience June 2008 - January 2010
Job Director at CBIZ Goldstein Lewin
Industry Accounting
Experience
CBIZ MHM, LLC January 2010 - Present
Goldstein Lewin & Co. June 2008 - January 2010
Goldstein Lewin & Co. 2002 - 2008
Goldstein Lewin & Co. 2000 - 2002
Skills
CPA, Corporate Tax, Income Tax, GAAP, Tax, Forensic Accounting, Tax Accounting, Tax Research, Tax Preparation
Education
King's College 1971 — 1975
BS Bus Adm, Business/Accounting
CBIZ MHM, LLC January 2010 - Present
Goldstein Lewin & Co. June 2008 - January 2010
Goldstein Lewin & Co. 2002 - 2008
Goldstein Lewin & Co. 2000 - 2002
Skills
CPA, Corporate Tax, Income Tax, GAAP, Tax, Forensic Accounting, Tax Accounting, Tax Research, Tax Preparation
Education
King's College 1971 — 1975
BS Bus Adm, Business/Accounting
Robert Zeigen Robert Zeigen's Goldstein Lewin & Co. Experience July 2008 - January 2010
Job Managing Member at Zeigen CPA LLC
Industry Accounting
Experience
Robert C. Zeigen CPA, LLC January 2015 - Present
CBIZ MHM, LLC January 2010 - December 2014
CBIZ Goldstein Lewin January 2010 - December 2012
Goldstein Lewin & Co. July 2008 - January 2010
Goldstein Lewin & Co. July 2003 - June 2008
Goldstein Lewin & Co. January 1998 - June 2003
Weinberg & Company August 1993 - December 1997
Prager and Fenton January 1984 - August 1993
Skills
Tax Preparation, CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Mergers & Acquisitions, QuickBooks, Tax Research, International Tax, Tax Advisory, Sales Tax, High Net Worth..., ProSystem fx Tax, Internal Controls, US GAAP, Financial Reporting
Education
City University of New York-Brooklyn College 1980 — 1984
Bachelor of Science, Accounting
Robert C. Zeigen CPA, LLC January 2015 - Present
CBIZ MHM, LLC January 2010 - December 2014
CBIZ Goldstein Lewin January 2010 - December 2012
Goldstein Lewin & Co. July 2008 - January 2010
Goldstein Lewin & Co. July 2003 - June 2008
Goldstein Lewin & Co. January 1998 - June 2003
Weinberg & Company August 1993 - December 1997
Prager and Fenton January 1984 - August 1993
Skills
Tax Preparation, CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Mergers & Acquisitions, QuickBooks, Tax Research, International Tax, Tax Advisory, Sales Tax, High Net Worth..., ProSystem fx Tax, Internal Controls, US GAAP, Financial Reporting
Education
City University of New York-Brooklyn College 1980 — 1984
Bachelor of Science, Accounting
Norma Wolpin's Goldstein Lewin & Co. Experience June 2000 - October 2006
Job President at Strawberry Tiger Inc.
Industry Marketing and Advertising
Experience
Strawberry Tiger Inc. January 2007 - Present
Defunct July 2007 - December 2007
Goldstein Lewin & Co. June 2000 - October 2006
Concurrent Computer Corporation August 1998 - January 2000
CH2M HILL May 1991 - April 1995
Skills
Marketing Communications, online marketing, blogging, business writing, writing, Proposal Writing, content writing, Strategic Content..., Lead Generation, Marketing, Guerrilla Marketing, Advertising Management, Landing Page..., Competitive Intelligence, Direct Marketing, Public Relations, writing case studies, Web Content, Web Marketing, white papers, Manage Client..., Marketing Management, Email Marketing, Bylined Articles, copy editing, Consulting, Taglines, Content Writing, Blogging
Education
Bronx H.S. of Science
Academic
City University of New York
Bachelor of Arts degree
Columbia University in the City of New York
Masters Degree
JHS 115 Manhattan
Strawberry Tiger Inc. January 2007 - Present
Defunct July 2007 - December 2007
Goldstein Lewin & Co. June 2000 - October 2006
Concurrent Computer Corporation August 1998 - January 2000
CH2M HILL May 1991 - April 1995
Skills
Marketing Communications, online marketing, blogging, business writing, writing, Proposal Writing, content writing, Strategic Content..., Lead Generation, Marketing, Guerrilla Marketing, Advertising Management, Landing Page..., Competitive Intelligence, Direct Marketing, Public Relations, writing case studies, Web Content, Web Marketing, white papers, Manage Client..., Marketing Management, Email Marketing, Bylined Articles, copy editing, Consulting, Taglines, Content Writing, Blogging
Education
Bronx H.S. of Science
Academic
City University of New York
Bachelor of Arts degree
Columbia University in the City of New York
Masters Degree
JHS 115 Manhattan
Denise Badolato's Goldstein Lewin & Co. Experience January 2008 - May 2009
Job
Industry Executive Office
Experience
Westinghouse Electric Company/System One August 2011 - April 2015
Verizon Wireless /Matrix Resources May 2013 - September 2013
Highmark Inc. Senior Markets/Staffmark August 2010 - February 2011
PNC Wealth Management/Kelly Services January 2010 - April 2010
Goldstein Lewin & Co. January 2008 - May 2009
LexisNexis Risk & Information Analytics Group May 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, Spreadsheets, Microsoft Word, PowerPoint, Microsoft Outlook, Executive..., Project Coordination, Research, Paralegal, Legal Support Services, Legal Writing, Technical Writing, Accounts Payable, Accounts Receivable, PeopleSoft Financial, Invoicing, Human Resources, Expense Reports, Compliance, Documentation, Reports
Education
New York Institute of Technology 2001 — 2003
Bachelor’s Degree, Bachelor’s of Science degree in Interdisciplinary Studies-Business Management, Human Resource Manage, 3.9 GPA
Community College of Allegheny County 2011 — 2012
Certificate, Paralegal
Westinghouse Electric Company/System One August 2011 - April 2015
Verizon Wireless /Matrix Resources May 2013 - September 2013
Highmark Inc. Senior Markets/Staffmark August 2010 - February 2011
PNC Wealth Management/Kelly Services January 2010 - April 2010
Goldstein Lewin & Co. January 2008 - May 2009
LexisNexis Risk & Information Analytics Group May 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, Spreadsheets, Microsoft Word, PowerPoint, Microsoft Outlook, Executive..., Project Coordination, Research, Paralegal, Legal Support Services, Legal Writing, Technical Writing, Accounts Payable, Accounts Receivable, PeopleSoft Financial, Invoicing, Human Resources, Expense Reports, Compliance, Documentation, Reports
Education
New York Institute of Technology 2001 — 2003
Bachelor’s Degree, Bachelor’s of Science degree in Interdisciplinary Studies-Business Management, Human Resource Manage, 3.9 GPA
Community College of Allegheny County 2011 — 2012
Certificate, Paralegal
Robert Cini's Goldstein Lewin & Co. Experience 1998 - January 2010
Job Managing Director, Business Technology
Industry Information Technology and Services
Experience
CBIZ MHM, LLC August 1998 - Present
Mayer Hoffman McCann P.C. August 1998 - Present
Goldstein Lewin & Co. 1998 - January 2010
Skills
CPA, QuickBooks, GAAP, SEC filings, Corporate Tax, US GAAP, Internal Controls, Tax, Income Tax
Education
Florida International University - College of Business 1988 — 1993
BA Accounting, Accounting
CBIZ MHM, LLC August 1998 - Present
Mayer Hoffman McCann P.C. August 1998 - Present
Goldstein Lewin & Co. 1998 - January 2010
Skills
CPA, QuickBooks, GAAP, SEC filings, Corporate Tax, US GAAP, Internal Controls, Tax, Income Tax
Education
Florida International University - College of Business 1988 — 1993
BA Accounting, Accounting
Kendal O'Neal's Goldstein Lewin & Co. Experience June 2006 - June 2007
Job Internal Audit Consultant at Verizon
Industry Accounting
Experience
Verizon June 2015 - Present
CNL Financial Group December 2013 - June 2015
CNL October 2012 - December 2013
McGladrey & Pullen July 2007 - August 2012
Goldstein Lewin & Co. June 2006 - June 2007
Habif, Arogeti & Wynne, LLP January 2005 - May 2006
Skills
Internal Controls, Auditing, Accounting, Internal Audit, Financial Accounting, Financial Statements, Process Improvement, Budgets, Management, Training, Risk Assessment, GAAP, SEC filings, Sarbanes-Oxley Act, CPA, Financial Reporting, US GAAP, External Audit
Education
Georgia State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Verizon June 2015 - Present
CNL Financial Group December 2013 - June 2015
CNL October 2012 - December 2013
McGladrey & Pullen July 2007 - August 2012
Goldstein Lewin & Co. June 2006 - June 2007
Habif, Arogeti & Wynne, LLP January 2005 - May 2006
Skills
Internal Controls, Auditing, Accounting, Internal Audit, Financial Accounting, Financial Statements, Process Improvement, Budgets, Management, Training, Risk Assessment, GAAP, SEC filings, Sarbanes-Oxley Act, CPA, Financial Reporting, US GAAP, External Audit
Education
Georgia State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Marta Pinheiro's Goldstein Lewin & Co. Experience July 2007 - June 2008
Job Audit Manager at CS&L CPAs
Industry Accounting
Experience
CS&L CPAs July 2011 - Present
CS&L, CPAs July 2009 - July 2011
CS&L, CPAs June 2008 - June 2009
Goldstein Lewin & Co. July 2007 - June 2008
Crowe Horwath LLP June 2004 - June 2007
Skills
Internal Controls, Auditing, GAAP, CPA
Education
Elon University - Martha and Spencer Love School of Business 2000 — 2004
B.S., Accounting
CS&L CPAs July 2011 - Present
CS&L, CPAs July 2009 - July 2011
CS&L, CPAs June 2008 - June 2009
Goldstein Lewin & Co. July 2007 - June 2008
Crowe Horwath LLP June 2004 - June 2007
Skills
Internal Controls, Auditing, GAAP, CPA
Education
Elon University - Martha and Spencer Love School of Business 2000 — 2004
B.S., Accounting
Anthony Messuri's Goldstein Lewin & Co. Experience July 2005 - December 2009
Job Supervisor at CBIZ
Industry Accounting
Experience
CBIZ/MHM July 2005 - Present
Goldstein Lewin & Co. July 2005 - December 2009
Brian Lynn, CPA, PA February 2003 - July 2005
Skills
Auditing, Accounting, QuickBooks, Tax, GAAP, Financial Reporting, CPA, SEC filings, Income Tax, Tax Preparation, Business Valuation, Tax Accounting, Financial Analysis, Tax Returns
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's in Accounting (Anticpated Graduation 2016)
Florida Metropolitan University 1990 — 1992
BS, Accounting
CBIZ/MHM July 2005 - Present
Goldstein Lewin & Co. July 2005 - December 2009
Brian Lynn, CPA, PA February 2003 - July 2005
Skills
Auditing, Accounting, QuickBooks, Tax, GAAP, Financial Reporting, CPA, SEC filings, Income Tax, Tax Preparation, Business Valuation, Tax Accounting, Financial Analysis, Tax Returns
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's in Accounting (Anticpated Graduation 2016)
Florida Metropolitan University 1990 — 1992
BS, Accounting
JOSH Z's Goldstein Lewin & Co. Experience January 2007 - April 2007
Job Student at Florida Atlantic University
Industry Financial Services
Rona Pierre-Louis's Goldstein Lewin & Co. Experience January 2009 - March 2009
Job Financial Analyst at Tyco Integrated Security
Industry Accounting
Experience
Tyco Integrated Security March 2015 - Present
Tyco SimplexGrinnell April 2013 - March 2015
HRP Management May 2012 - March 2013
KPMG October 2010 - April 2012
Goldstein Lewin & Co. January 2009 - March 2009
Daniel Cole, CPA February 2007 - April 2008
Skills
Auditing, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Big 4, Internal Controls
Education
Florida Atlantic University 2005 — 2010
Master's Degree, Accounting
Tyco Integrated Security March 2015 - Present
Tyco SimplexGrinnell April 2013 - March 2015
HRP Management May 2012 - March 2013
KPMG October 2010 - April 2012
Goldstein Lewin & Co. January 2009 - March 2009
Daniel Cole, CPA February 2007 - April 2008
Skills
Auditing, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Big 4, Internal Controls
Education
Florida Atlantic University 2005 — 2010
Master's Degree, Accounting