Gray, Gray & Gray
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Gray, Gray & Gray Employees
Gray, Gray & Gray January 2012 - Present
Skills
Auditing, Financial Accounting, US GAAP, Financial Reporting
Education
Northeastern University 2011 — 2012
Master's Degree, Accounting
Saint Anselm College 2007 — 2011
Bachelor's Degree, Accounting
RINET Company, LLC January 2014 - June 2014
Gray, Gray & Gray January 2013 - April 2013
Skills
Microsoft Office, ProSystem fx Tax, ProSystem fx Engagement, Financial Statement..., Tax Preparation, Financial Planning
Education
Northeastern University 2011 — 2016
Northeastern University 2011 — 2016
Gray, Gray & Gray September 2015 - Present
The Brattle Group July 2014 - September 2015
TransPar Group, Inc May 2012 - July 2014
Liberty International May 2011 - May 2012
Providence Bay Fish Company March 2010 - December 2010
Skills
Budgets, Management, Data Entry, Customer Service, Analysis, Sales, Invoicing, Spreadsheets, Accounting, General Ledger, Financial Reporting, Financial Accounting, Account Reconciliation, Tax, QuickBooks, Access
Education
University of Rhode Island 2006 — 2011
BS, Accounting
Gray, Gray & Gray 2014 - Present
EY November 1996 - 2014
Arthur Andersen LLP September 1994 - November 1996
First Union Corporation July 1990 - January 1993
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Tax Advisory, Big 4, SALT, New Business Development, Due Diligence, FIN 48, Indirect Taxation, Sales & Use Tax, Tax Research, Multi-state tax returns, State Tax Planning, Project Management, Escheatment, International Tax, CPA, Accounting, Internal Audit, Auditing, Internal Controls, GAAP
Education
University of South Carolina - The Moore School of Business 1993 — 1994
Master's degree, Taxation
Babson College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Concord-Carlisle High School 1982 — 1986
Gray, Gray & Gray June 2015 - Present
Gray, Gray & Gray January 2015 - May 2015
Massachusetts House of Representatives May 2014 - September 2014
James F. Driscoll, CPA June 2013 - September 2013
UMass Dartmouth January 2013 - May 2013
Skills
Accounting, Tax, Tax Returns
Education
University of Massachusetts Dartmouth 2012 — 2014
Bachelor of Science (BS), Accounting
Bristol Community College 2009 — 2012
Associates Degree, General Studies, 4.000 GPA
AAFCPAs June 2015 - Present
Gray, Gray & Gray January 2015 - April 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Merrimack College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Almighty July 2014 - Present
Arnold Worldwide October 2012 - July 2014
Gray, Gray & Gray January 2012 - October 2012
Aapex Financial Solutions, LLC October 2010 - January 2012
Charlotte Style Magazine 2010 - 2011
2006-2009 May 2006 - August 2009
JSW Media Group January 2008 - January 2009
Skills
Social Media Marketing, Public Relations, SEO, Lead Generation, Proposal Development, Proposal Writing, Social Media, Website Development, Advertising, Marketing, Marketing Strategy, Integrated Marketing, Strategy, Media Relations, Creative Direction, CRM, Digital Marketing, Sales
Education
Harvard University 2013 — 2017
Master's Degree, Management, Marketing Concentration
University of North Carolina at Charlotte
Bachelors, Marketing and Journalism/Communications
Gray, Gray & Gray November 2014 - Present
Feeley & Driscoll, P.C. October 2009 - November 2014
David A. Doucette CPA January 2000 - September 2009
Feeley & Driscoll, P.C. January 2008 - August 2008
Skills
US GAAP, Accounting, GAAP, Financial Reporting, Tax, Auditing, Internal Controls, CPA, Tax Preparation, Financial Accounting, Income Tax, Financial Analysis, QuickBooks, Financial Statements, Tax Research, Finance, Forecasting, Managerial Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2017
Master of Science (M.S.), Taxation
University of Massachusetts, Amherst 2005 — 2009
Bachelors, Accounting
Bishop Feehan High School 2000 — 2005
Gray, Gray & Gray September 2015 - Present
LAZ Parking May 2012 - September 2015
Hyatt Regency Cambridge March 2011 - August 2012
Sprint May 2011 - May 2012
Best Buy August 2006 - May 2011
Skills
Time Management, Customer Satisfaction, Training, Management, Customer Service, Accounting, Data Analysis, Microsoft Office, Sales, Retail, Business Analysis, Sales Management, Inventory Management, Human Resources, Budgets, Internal Audit, Accounts Payable, Finance, Invoicing, Auditing, Telephone Skills, Financial Statements, Process Scheduler, Typing 40 WPM, Team Building, Outlook, Microsoft Excel, Teamwork, Troubleshooting, Microsoft Word, Operating Budgets, Budget Forecasts, Budget Reconciliation, Accounts Receivable, Data Entry, Hospitality, Process Improvement, Public Speaking
Education
University of PhoenixOnline 2011 — 2013
Masters, Accountancy
University of Massachusetts Boston 2005 — 2010
Bachelor Of Science, International Business
Gray, Gray & Gray Tax ManagerWTAS2005 - 2007
SoftBank Capital 2002 - 2005
Deloitte 1996 - 2002
Education
Boston University School of Law 2013 — 2016
Master of Laws (LLM) Candidate, Taxation
New England School of Law 2003 — 2007
Juris Doctorate Degree
Northeastern University 1995 — 2000
Bachelors of Science in Business Administration, Accounting and Finance & Insurance
Stoughton High School
Gray, Gray & Gray January 2015 - Present
Winstanley Enterprises June 2014 - December 2014
Town of Burlington June 2013 - September 2013
CDMI Health November 2012 - April 2013
Roger Williams University September 2012 - December 2012
Hughes and Company, CPA June 2012 - August 2012
Skills
Microsoft Word, Accounting, Microsoft Office, PowerPoint, Microsoft Excel, ProSystem fx Tax, NetSuite
Education
University of Massachusetts Lowell 2014 — 2015
Master's Degree, Accounting
Roger Williams University 2010 — 2014
Bachelor's Degree, Accounting
Gosule, Butkus & Jesson, LLP January 2014 - February 2015
Gray, Gray & Gray January 2013 - December 2013
Kevin P. Martin & Associates PC June 2011 - December 2012
Armao, Costa & Ricciardi, CPAs, P.C. December 1999 - March 2011
Skills
Microsoft Excel, Microsoft Office, Income Tax, QuickBooks, Corporate Tax, Event Management, Accounts Receivable, Time Management, Tax Preparation, Payroll, Accounts Payable, General Ledger
Education
Quincy College
Associates, Business Administration
Gray, Gray & Gray September 2015 - Present
KBW November 2012 - March 2013
Quinnipiac University Polling Institute May 2010 - May 2011
Policy Studies Institute 2008 - 2008
Skills
Microsoft Office, Internal Audit, Economics, Bloomberg, Bloomberg Terminal, Adobe Acrobat, Policy Analysis, Accounting, General Ledger, Political Science, Research, Green Fiscal Policy, iWork, Pershing NETX360, Public Policy, Conducting Interviews, SOX 404, Tax Policy, International Relations..., forensic accounting, Forensic Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, PowerPoint, Financial Modeling, Microsoft Word, Corporate Finance, Microsoft Excel
Education
Boston College 2013 — 2014
Master's Degree, Accounting, 3.6
Fairfield University 2012 — 2013
Accounting Certificate Program, Accounting, 3.8
Boston University 2005 — 2009
Bachelor of Arts (BA), Economics, International Relations, 3.4
Fairfield Warde High School 2001 — 2005
High School
Gray, Gray & Gray June 2006 - Present
Skills
Auditing, Financial Accounting, Accounting, GAAP, Financial Reporting, Financial Statements, CPA, Microsoft Excel, Tax Preparation, Income Tax
Education
Northeastern University 2011 — 2011
Master's degree, Accounting
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science (BS), Accounting, Cum Laude
EY October 2014 - Present
Gray, Gray & Gray August 2010 - October 2014
Doyle's Double A Farm June 2004 - August 2010
Skills
Auditing, Capital Budgeting, Finance, Acquisitions, Entrepreneurship, Valuation, DCF Valuation, Mergers, Comparable Analysis, Competitive Analysis, Mergers & Acquisitions, Business Planning, Financial Statements, CPA, Due Diligence, Internal Controls
Education
Babson College 2012 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Bentley University 2006 — 2010
Bachelor of Science (BS), Accounting
KJ Reps October 2013 - Present
Mercury Floor Machines, Ultimate Solutions and Sandia Products June 2010 - October 2013
Ultimate Solutions January 2007 - June 2010
Avon December 2004 - June 2010
Gray, Gray & Gray June 2003 - April 2005
Gray, Gray & Gray January 2003 - June 2003
Skills
Forecasting, Budgets, Sales Management, Strategic Planning, Sales, New Business Development, Negotiation, Manufacturing, Team Building, Income Statement, Business Planning, Account Management, Business Strategy
Education
Bentley University 1999 — 2003
BS, Accounting
RMIT 2001 — 2001
Study Abroad Program Business
Gray, Gray & Gray August 2009 - Present
Chemtura June 2008 - August 2008
Education
Bentley University 2009 — 2010
MS, Taxation
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Gray, Gray & Gray July 2013 - Present
Richardson & Company January 2008 - July 2013
Arrow Construction Company July 2003 - January 2008
Hollister & Co February 2002 - May 2007
s Fund Insurance Company October 1998 - February 2002
Ormonde & Associates January 1987 - January 1998
Education
Boston College 1978 — 1982
Bachelor of Arts
A. M. Peisch & Company, LLP CPAs August 2015 - Present
King, McNamara & Moriarty LLP July 2014 - July 2015
Gray, Gray & Gray February 2014 - March 2014
O'Connor & Drew, P.C. September 2012 - January 2014
Boston Earned Income Tax Credit Coalition January 2012 - April 2012
influencers@ January 2012 - April 2012
MassChallenge July 2011 - September 2011
Skills
Microsoft Excel, QuickBooks, PowerPoint, Microsoft Office, ProSystem fx Tax, Microsoft Word, UltraTax CS, Financial Statements, Tax Preparation, ProSystem fx Engagement, Auditing, Accounting, General Ledger, Financial Reporting, TaxWise, Tax, Sales Tax, CPA
Education
Boston University 2008 — 2012
Boston University - School of Management 2008 — 2012
Business Administration, Accounting
Gray, Gray & Gray July 2014 - Present
The Entrepreneurship Institute October 2013 - Present
Gray, Gray & Gray October 2012 - June 2014
Sbane "Smaller Business Association of New England) October 2011 - October 2012
McGladrey September 2005 - October 2012
Ziner, Kennedy & Lehan LLP December 1998 - September 2005
Kennedy & Lehan September 1996 - December 1998
United States Marine Corps August 1988 - August 1992
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, GAAP, Financial Accounting, US GAAP, CPA, Revenue Recognition, General Ledger, Financial Analysis, Consolidation, Sarbanes-Oxley Act, Accounts Receivable, Fixed Assets, Payroll, Financial Statements, Tax, SEC filings, Corporate Tax, External Audit, Tax Accounting, Assurance, Tax Preparation, Mergers & Acquisitions, Private Equity, Income Tax, Sarbanes-Oxley, QuickBooks, Internal Audit, SEC Filings, Due Diligence
Education
University of Massachusetts Dartmouth 1992 — 1996
Bachelor of Science (BS), Accounting
Gray, Gray & Gray January 2012 - Present
O'Toole & Company, P.C. July 1986 - January 2012
Skills
Auditing, Accounting, Tax, Tax Preparation, Income Tax, US Tax, Start-ups, Tax Accounting, Corporate Tax, CPA, Partnership Taxation, Financial Reporting, Finance, Tax Returns, GAAP, Tax Research
Education
University of Florida 1977 — 1981
Bachelor's degree, Accounting
Gray, Gray & Gray 1990 - Present
Skills
Member of AICPA, CPA, Auditing, Accounting, International Business, Partnership Taxation, Tax
Education
New Mexico State University 1970 — 1974
Bachelor of Business Administration (BBA), Accounting
Gray, Gray & Gray September 2014 - Present
Comverse February 2013 - December 2013
CBS Corporation May 2012 - August 2012
CBS Corporation May 2012 - August 2012
Bay Club June 2011 - August 2011
Johns Hopkins Center for the Talented Youth June 2010 - August 2010
Boston Cannons Lacrosse Camp July 2010 - July 2010
Skills
Time Management, Microsoft Excel, Event Management, Sports, Tax, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Social Media, Facebook, QuickBooks, Financial Accounting, Advertising, Accounting
Education
Bentley University 2009 — 2014
Bachelor of Science (BS), Accounting
Bentley University 2009 — 2014
Bachelor of Science, Accountancy, and Liberal Studies; American Perspectives
st.anthonys hs 2005 — 2009
Gray, Gray & Gray February 1990 - Present
Tonneson + Co September 1988 - January 1990
Skills
Fixed Assets, General Ledger, Journal Entries, Estate Planning, Account Reconciliation, Payroll, Private Equity, Mergers, Accounts Payable, Mergers & Acquisitions, Auditing, Financial Reporting
Education
Babson College 2002 — 2008
Masters, Entrepreneurial Finance
Suffolk University 1996 — 1999
Masters, Taxation
Bentley University 1984 — 1988
Bachelor of Science, Accounting
Gray, Gray & Gray December 2004 - Present
Mortgage Amenities June 2000 - November 2004
FEC Mortgage 1995 - 2000
Skills
Accounting, SEO, Target Marketing, Budget Setting, Content Development, Lead Generation, Trade Shows, Forecasting, Marketing Strategy, Management, Mergers & Acquisitions, Business Development, Social Media Marketing, Business Planning, Marketing, New Business Development, Email Marketing, Strategic Planning, Small Business
Education
Bryant University 1992 — 1996
BS, Marketing
Mount Saint Charles Academy 1988 — 1992
Gray, Gray & Gray November 2014 - Present
Skills
Auditing, Tax Research, Corporate Tax, Tax, CPA, Accounting, Tax Accounting, Income Tax, Strategic Planning, International Tax, Tax Law, Estate Planning, Trusts, Real Estate, Succession Planning, Family Business
Education
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor's degree, Accounting
Bentley College
Master's degree, Taxation
Gray, Gray & Gray August 2015 - Present
Gray, Gray & Gray June 2013 - Present
Office of institutional Research, Providence College January 2013 - May 2013
TA Associates Realty July 2012 - August 2012
Quik Stik Labels April 2011 - January 2012
Economic Development & Industrial Corporation of Lynn December 2010 - January 2011
Greater Lynn Senior Services June 2010 - August 2010
Skills
Data Analysis, Problem Solving, Communication, Accounting, Research, Financial Statements, Marketing, Cash Flow, QuickBooks, General Ledger, Critical Thinking, Customer Service, Intacct, ProSystem fx Engagement, Time Management, Microsoft Excel, Microsoft Office, Microsoft Dynamics GP, PowerPoint, Microsoft Word
Education
Providence College 2013 — 2016
Master of Business Administration (M.B.A.), Concentration in Marketing
Providence College 2009 — 2013
Bachelor of Science (BS), Accounting
Macquarie University 2012 — 2012
St. Mary’s High School 2005 — 2009
Fidelity Tax Planning & Services, Inc. November 2013 - Present
Girl Scouts of Eastern Massachusetts September 2010 - Present
Gray, Gray & Gray 2008 - Present
Monique M. O'Connell, CPA 2001 - Present
Patterson and Gerry 2003 - 2008
Freedberg, Derba & Tardiff 1996 - 2002
Derba and Company 1991 - 1996
Boston Technology, Inc. 1990 - 1992
Estabrook & Company 1987 - 1990
Skills
Accounting, Tax Preparation, CPA, Financial Statements, Auditing, Bookkeeping, Financial Analysis, Spreadsheets, GAAP, Corporate Tax, Income Tax, Tax, Partnership Taxation, QuickBooks, Financial Reporting, Internal Controls, Tax Returns
Education
Northeastern University 1985 — 1990
BSBA, Accounting
Arlington High School
Gray, Gray & Gray January 2012 - Present
Gray, Gray & Gray September 1999 - December 2011
Skills
Tax, Tax Preparation, Income Tax, Tax Accounting, Accounting, Financial Reporting, Corporate Tax, Partnership Taxation, Tax Research, Tax Returns, CPA, Tax Advisory, GAAP, US Tax, Auditing, General Ledger
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor of Science, Accounting
Gray, Gray & Gray January 2015 - Present
Gray, Gray & Gray October 2011 - January 2015
RSM McGladrey October 1998 - October 2011
Skills
Tax, Tax Accounting, Real Estate, Construction, Income Tax, Mergers, Corporate Tax, Tax Compliance, State Taxation, Tax Research, Mergers & Acquisitions, Finance, Financial Planners, Partnership Taxation, GAAP, Internal Controls, Accounting, Tax Law, Auditing, Financial Planning, Financial Reporting, US Tax, Tax Advisory, CPA
Education
Belmont HIgh School
Bentley University
Gray, Gray & Gray September 2014 - Present
Daszkal Bolton LLP September 2006 - August 2014
Skills
Financial Accounting, Corporate Tax, Financial Reporting, Budgets, Accounting, CPA, Tax, QuickBooks, GAAP, Financial Analysis, Tax Returns, Tax Preparation
Education
Florida Atlantic University 1999 — 2005
Masters of Taxation, Accounting/Tax
Grant Thornton LLP October 2012 - Present
State Street Alternative Investment Solutions January 2011 - August 2012
Gray, Gray & Gray October 2009 - January 2011
RSM McGladrey January 2007 - August 2009
Deloitte June 1986 - January 2007
Skills
Tax, Private Equity, Real Estate, Tax Compliance, Alternative Investments, Tax Services, Investment Fund..., Investments, Financial Reporting, Financial Services
Education
Georgetown University 1987 — 1989
MST, Taxation
Northeastern University 1981 — 1985
BS, Accounting
Nardozzi, LLC January 2008 - Present
Best Practices Group, Inc. 2008 - Present
ONE: Oilheat Network Exchange, LLC 2007 - Present
Massachusetts Oilheat Council, Inc. 2007 - Present
Celebrate Life Foundation, Inc January 2003 - 2012
Gray, Gray & Gray September 1980 - December 2007
FuelExchange, LLC 1998 - 2007
Neponset Valley Chamber of Commerce 2001 - 2001
Skills
Tax, Valuation, Mergers & Acquisitions, Mergers, Forecasting, QuickBooks, Business Planning, Financial Accounting, Budgets, Strategic Financial..., Internal Controls, Energy, Small Business, Managerial Finance, Consulting, Finance, CPA, Financial Modeling, Accounting, Start-ups, GAAP, Financial Reporting, Financial Analysis, Management, Due Diligence, Corporate Finance, Business Valuation, Auditing
Education
Bentley University 1980 — 1982
Masters in Taxation (MST), Taxation
Bentley University 1970 — 1974
Bachelors in Accounting (BSA), Accounting
Massasoit Community College 1970 — 1971
ASA, Accounting
Stoughton High School 1966 — 1969
Gray, Gray & Gray September 2015 - Present
Providence College August 2014 - May 2015
McGladrey June 2014 - August 2014
Skills
Accounting, Financial Analysis, Critical Thinking, Problem Solving, Microsoft Excel, Public Speaking, Research, Team Leadership, Customer Service, Leadership, Communication, Decision Making, Finance, Management
Education
Providence College 2014 — 2015
Master of Business Administration (MBA), Accounting and Finance
Providence College 2010 — 2014
Bachelor of Science (BS), Accounting
St. John's Preparatory School 2006 — 2010
Marcum LLP January 2014 - Present
Braver PC January 2006 - 2014
Frank & Gilman January 1996 - December 2005
Gray, Gray & Gray November 1986 - December 1995
Skills
Accounting, Mergers & Acquisitions, Tax, Partnership Taxation, Trusts, Business Planning, New Business Development, Corporate Tax, Gift Tax, S Corporations, Estate Tax Planning, Real Estate, High Net Worth..., Tax Accounting, CPA
Education
Isenberg School of Management, UMass Amherst 1980 — 1984
Gray, Gray & Gray September 2014 - Present
MullenScorpioCerilli January 2012 - August 2014
CVS Health November 2011 - December 2011
Navigant Credit Union June 2011 - October 2011
Bob & Timmy's June 2008 - April 2011
Panera Bread September 2007 - May 2009
Skills
Microsoft Office, Quickbooks, Internet Explorer, Mac OS X, Telephone Skills, Customer Service, Tax Preparation, Bank Reconciliation, ProSystem fx Tax, Auditing, Bookkeeping, Financial Statements, Income Tax, Sales Tax, Outlook, QuickBooks, Accounting
Education
Johnson and Wales University 2012 — 2013
Master of Business Administration (MBA), Accounting
University of Rhode Island 2006 — 2010
Bachelor of Science, Business Administration; Accounting, 3.43
California State University-Northridge 2009 — 2009
Accounting
Gray, Gray & Gray June 2014 - Present
Fidelity Investments June 2013 - May 2014
Community Boating Inc. May 2012 - August 2013
Education
Providence College 2010 — 2014
Bachelor of Science (BS), Accounting; Health Policy Management
Boston Scientific October 2015 - Present
Ameriprise Financial April 2015 - Present
PKF (Boston) P.C. December 2014 - May 2015
Gray, Gray & Gray December 2013 - November 2014
Brown Brothers Harriman June 2013 - December 2013
Bryant University September 2012 - May 2013
Bryant University August 2011 - May 2013
State Street May 2012 - August 2012
Rockland Golf Course February 2008 - August 2011
Skills
Budgets, Management, Accounting, Finance, Time Management, Microsoft Office, Access, Teamwork, Fundraising, Financial Analysis, Public Speaking, Leadership, Tax, QuickBooks, Account Reconciliation, Tax Accounting
Education
Bryant University 2010 — 2013
Bachelor of Science (B.S.) in Business Administration, Accounting, Communication
Marshfield High School 2005 — 2009
Koerner & Koerner, P.A. August 1992 - Present
Koerner & Koerner, P.A. August 1992 - Present
Gray, Gray & Gray September 1986 - December 1991
Skills
Tax Preparation, Quickbooks, Non-profits, Tax, Bookkeeping, Accounting, Income Tax, Tax Returns, Corporate Tax, Auditing, Small Business..., Tax Compliance, Tax Services, Partnership Taxation, Sales Tax, Individual Taxation, IRS, Business Tax, Tax Accounting, Tax Return Preparation, S Corporations, Federal Tax, Tax Research, Accountants, Payroll Taxes, Financial Reporting, Audit, Preparation, Tax Audits, Compliance, Financial Accounting, Small Business, Financial Planning, LLC, Compilation, Payroll, Tax Advisory, Business Advisory, Estate Tax Planning, QuickBooks, Business Formation, GAAP, Financial Planners, Financial Advisory, Finance, CPA, Financial Statements
Education
Northeastern University 1985 — 1990
Bachelor of Science, Accounting/Mgmt
south 1982 — 1985
Snow, Eicher, Farrar, LLP September 2015 - Present
McGladrey November 2010 - August 2015
Gray, Gray & Gray January 2009 - May 2010
Caturano and Company June 2009 - August 2009
Skills
Accounting, Tax, CPA, Financial Reporting, Microsoft Office, Microsoft Excel, GAAP, SEC filings, Auditing, Financial Accounting, US GAAP, Financial Statements, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2013
MBA, Taxation
Bentley University 2006 — 2010
Bachelor of Science, Accounting
Lake George Jr./Sr. High School 2002 — 2006
Pyramid Hotel Group December 2013 - Present
Gray, Gray & Gray January 2013 - November 2013
Gray, Gray & Gray November 2009 - December 2012
Gray, Gray & Gray September 2006 - October 2009
Skills
Tax Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax, QuickBooks, ProSystem fx Tax, Financial Reporting, Accounting, Bookkeeping, Partnership Taxation, International Tax
Education
University of Massachusetts Boston 2002 — 2006
Management, Accounting
Gray, Gray & Gray September 2014 - Present
Feeley & Driscoll, P.C. October 2011 - April 2014
Northeastern University June 2009 - October 2011
Feeley & Driscoll, P.C. January 2009 - July 2010
The Hartford January 2007 - December 2008
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Financial Statements, Tax Preparation, Internal Controls, Financial Accounting, GAAP, US GAAP, Corporate Tax, CPA, Tax
Education
Northeastern University 2006 — 2011
BSBA, accounting, minor - economics
Acton Boxborough Regional High School 2003 — 2005
Brookline High School 2001 — 2003
King, McNamara & Moriarty LLP November 2010 - Present
Gray, Gray & Gray January 2009 - October 2010
Gray, Gray & Gray June 2006 - January 2009
Gray, Gray & Gray June 2003 - June 2006
Gray, Gray & Gray January 2003 - June 2003
Skills
Financial Statements, Client Services, General Ledger, Fixed Assets, 401k, Microsoft Excel, QuickBooks, Payroll, Financial Analysis, Income Tax, Tax, Tax Returns, Tax Preparation, Tax Accounting, Corporate Tax
Education
University of Massachusetts Boston 1998 — 2003
BS, Accounting and Psychology
Gray, Gray & Gray November 2003 - Present
NO on One Committee June 2014 - Present
Radio Entrepreneurs January 2014 - Present
Family Business Association 2009 - Present
Temple Beth Shalom Needham, MA July 2009 - Present
Boston Sausage & Provision March 2001 - November 2003
HookMedia June 2000 - March 2001
Price Waterhouse August 1994 - November 1996
Skills
CPA, Tax, Tax Preparation, Accounting, GAAP, Auditing, Financial Reporting, Income Tax, Partnership Taxation, Internal Controls, Tax Accounting, Tax Research, Corporate Tax, US Tax, Tax Returns, US GAAP, Tax Advisory, Business Valuation, Financial Statements, Revenue Recognition
Education
Isenberg School of Management, UMass Amherst 1990 — 1994
BBA, Accounting
Niskayuna High School 1986 — 1990
R.C. Stamm & Company July 2015 - Present
Rockets Restaurant Group, LLC DBA 3Squares May 2013 - Present
Brookmeadow Country Club June 2012 - Present
Gray, Gray & Gray March 1998 - June 2011
Skills
QuickBooks, Account Reconciliation, Management, Tax Returns, Accounting, Bookkeeping, Income Tax, Tax, Payroll, Tax Preparation, Office Management, Microsoft Office
Education
Massasoit Community College
RANDOLPH HIGH SCHOOL
Business Curriculum
Gray, Gray & Gray September 2014 - Present
Gray, Gray & Gray, LLP May 2013 - September 2014
Cambridge Savings Bank June 2010 - February 2013
Dunkin' Donuts National DCP, LLC May 2010 - August 2010
Gedick Brothers Plumbing and Heating May 2009 - September 2009
Dunkin' Donuts National DCP, LLC April 2008 - October 2008
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service
Education
Roger Williams University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Gray, Gray & Gray September 2015 - Present
Kelmar Associates June 2014 - July 2015
Agilux Laboratories May 2013 - May 2014
Worcester Sharks September 2013 - December 2013
Skills
Accounts Receivable, Microsoft Word, Organization, Leadership, Finance, Management, PowerPoint, Customer Service, Time Management, Microsoft Office, Accounting, Account Reconciliation, Auditing, Microsoft Excel
Education
Assumption College 2014 — 2015
Master of Business Administration (M.B.A.), G.P.A. 3.78
Assumption College 2010 — 2014
Bachelor of Arts (BA), Accounting, G.P.A. 3.10
Assumption College 2010 — 2014
Bachelor of Arts (BA), Economics, G.P.A 3.00
Gray, Gray & Gray July 2015 - Present
Merrimack College October 2011 - Present
Gray, Gray & Gray January 2015 - June 2015
DiCicco, Gulman & Company August 2014 - January 2015
DiCicco, Gulman & Company October 2011 - July 2014
Woodland Golf Club May 2008 - October 2011
Education
Merrimack College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Deloitte October 2015 - Present
Gray, Gray & Gray October 2008 - September 2015
PricewaterhouseCoopers September 2006 - June 2008
Skills
Corporate Tax, Tax, Tax Accounting
Education
Suffolk University Law School 2011 — 2015
Doctor of Law (J.D.), Law
Boston College 2002 — 2006
Bachelor of Science (B.S.), Accounting and Business/Management
Nicholas P. DiNatale, CPA July 1998 - Present
Gray, Gray & Gray October 1995 - September 1998
Skills
Financial Reporting, Accounting, Tax Accounting, Management, Entrepreneurship, Start-ups, Tax, Financial Statements, CPA, Business Process..., Management Consulting, Small Business, Business Planning, Auditing, Finance, Financial Analysis, Strategic Financial..., Consulting, Corporate Finance, Mergers & Acquisitions, Tax Returns, Income Tax, Tax Preparation, Financial Modeling, Corporate Tax
Education
Bentley University 1989 — 1992
Batchelors, Accounting
Suffolk University 1987 — 1989
None, Accounting
OneVision Resources November 2014 - Present
Massachusetts General Hospital November 2011 - November 2014
Gray, Gray & Gray March 2007 - August 2010
Stanton Insurance March 2004 - February 2006
WOLLASTON COUNTRY CLUB April 2000 - January 2002
Skills
Marketing, Event Management, Research, Insurance, Social Media Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Lead Generation, Microsoft Word, Strategic Planning, Customer Service, Facebook, Event Planning, Fundraising, Social Media, Community Outreach, Social Networking
Education
University of Massachusetts Boston 2006 — 2011
Bachelor's degree, American Studies, 3.7 GPA
Salve Regina University
BOSTON COLLEGE HIGH SCHOOL
Habif, Arogeti & Wynne,LLP June 2013 - Present
KPMG US November 2006 - June 2014
Gray, Gray & Gray September 2004 - November 2006
Skills
GAAP, IFRS, Accounting, Financial Reporting
Education
University of Massachusetts Boston
Bachelor's degree, Finance and MIS
Deloitte August 2015 - Present
Deloitte June 2014 - August 2014
Corporate and International Tax Research May 2014 - June 2014
Accelerator to Practice Clinic at Suffolk Law School September 2013 - May 2014
Gray, Gray & Gray January 2014 - April 2014
NAI Hunneman June 2013 - September 2013
Skills
Legal Research, Investment Properties, Project Management, International Tax, Corporate Tax, Tax Research, Corporate Law, Problem Solving
Education
Suffolk University Law School 2011 — 2015
Doctor of Law (JD), Business Law
Suffolk University - Sawyer School of Management 2011 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Rhode Island 2006 — 2010
Bachelor of Arts (B.A.), Psychology
PKF (Boston) P.C. January 2014 - Present
PKF (Boston) P.C. December 2009 - December 2013
Gray, Gray & Gray November 2008 - October 2009
Wolf & CO January 2004 - July 2008
O'Connor & Drew, P.C. May 2001 - January 2004
Skills
Tax, Accounting, Income Tax, Research, Quickbooks, Corporate Tax, Bookkeeping, Tax Returns, Tax Preparation, Tax Compliance, Excel, QuickBooks, Microsoft Excel, US GAAP, Financial Reporting, CPA, Tax Accounting, Auditing, Internal Controls, General Ledger, Partnership Taxation, Financial Statements, Tax Research, Sarbanes-Oxley Act, GAAP, ProSystem fx Tax, S Corporations, Financial Accounting, Tax Advisory, Finance, External Audit, International Tax, SEC filings, Fixed Assets, Consolidation, Internal Audit, Financial Audits, IFRS, Account Reconciliation, Personal Income Tax..., Journal Entries, Financial Analysis, Business Valuation, Revenue Recognition, US Tax, SEC Filings
Education
Bentley University 2012 — 2014
Master of Science (MS), Taxation
Stonehill College 1997 — 2001
Bachelor of Science (B.S.), Accounting and Computer Science
Gray, Gray & Gray June 2013 - September 2015
Taylor Trudeau Cycle for Life September 2011 - November 2011
Skills
Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Bank Reconciliation, Journal Entries, Account Reconciliation, Microsoft Dynamics, Compilation Of..., Great Plains Software, Partnership Taxation, Tax Preparation, Corporate Tax, Income Tax, FRx, Bookkeeping, ProSystem fx Tax
Education
University of New Hampshire 2009 — 2013
BS, Accounting, Justice Studies
Gray, Gray & Gray October 2014 - Present
Robert Half International June 2014 - October 2014
Robert Half August 2013 - June 2014
MaineHealth January 2011 - August 2013
Signature Healthcare, Brockton Ma 2007 - 2009
Dr. Louis Silvagnoli's Office 2004 - 2007
Skills
Staffing Services, Temporary Staffing, Microsoft Office, Customer Service, Human Resources, Management, Recruiting, Background Checks, Hospitals, Healthcare, Medicine, Healthcare Management, EMR, Healthcare Information..., Permanent Placement, Expense Reports, Supply Ordering, Interviews, Microsoft Excel, Microsoft Word, Medical Terminology, Supervisory Experience, PowerPoint, Time Management, HIPAA, Administration, Outlook, Training, Benefits Administration, New Hire Orientations
Education
UMass Boston
Randolph High
CliftonLarsonAllen LLP July 2015 - Present
Gray, Gray & Gray August 2014 - July 2015
CliftonLarsonAllen January 2012 - August 2014
Skills
GAAP, CPA, Accounting, Auditing, Tax, Tax Preparation, Assurance, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Corporate Tax
Education
Bryant University 2011 — 2011
Masters in Professional Accountancy (MPAc)
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Accounting & Economics
Gray, Gray & Gray June 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Access, Analysis, Account Reconciliation, Payroll, Invoicing, Bank Reconciliation, Accounting, Financial Statements, Accounts Payable
Education
Boston University - School of Management 2012 — 2014
Bachelor of Science, Business Administration and Management; Accounting; Business Law
Assumption College 2011 — 2011
Bachelor of Arts, Accounting
Algonquin Regional High School
Marietta Z. Courtney, CPA, MST February 2011 - Present
Gray, Gray & Gray December 2001 - July 2010
Arthur Andersen & Co. June 1997 - December 2001
Skills
Tax, Accounting, CPA, Small Business, Tax Advisory, Corporate Tax, Financial Accounting, Tax Law, Professional Services, Partnership Taxation, Tax Research, Income Tax, Tax Accounting, Tax Preparation, Trusts
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1998
Master of Science, Taxation
Boston College 1988 — 1992
Bachelor of Science, Accounting
Boston Financial Investment Management January 2012 - Present
Charles A. Barragato & Co. LLP CPAs September 2010 - December 2011
Gray, Gray & Gray September 2007 - August 2010
Skills
Auditing, Financial Reporting, GAAP, Tax, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Tax Preparation, CPA, Corporate Tax, QuickBooks, Tax Accounting
Education
Bentley University 2003 — 2007
Bachelor of Science, Accounting
King McNamara Moriarty LLP September 2009 - Present
Needle Brothers June 2003 - July 2009
Sharkansky LLP January 1999 - June 2002
Gray, Gray & Gray April 1999 - December 1999
PricewaterhouseCoopers September 1997 - April 1999
Skills
Financial Reporting, GAAP, Tax, Income Tax, CPA, QuickBooks, Accounting, General Ledger, Tax Returns, Internal Controls, Partnership Taxation, Auditing, Financial Statements, Tax Preparation, Financial Accounting, Tax Accounting, Corporate Tax, Financial Analysis, US GAAP, Fixed Assets, Tax Research, Account Reconciliation, External Audit
Education
University of Massachusetts Dartmouth 1993 — 1997
BS, Accounting
Notre Dame Academy 1989 — 1993
Bruno P.C. September 2014 - Present
Gray, Gray & Gray December 2009 - September 2014
O'Toole & Company, P.C. November 2002 - November 2009
Adrian A. Gaspar & Company, LLP October 2001 - October 2002
Skills
Tax, Auditing, Tax Returns, GAAP, CPA, Tax Research, Income Tax, Tax Preparation, Financial Accounting, QuickBooks, Revenue Recognition, Payroll, Corporate Tax, Tax Accounting
Education
Bentley University 1997 — 2001
BS, Accounting
Kaman Industrial Technologies April 2014 - Present
Kaman Industrial Technologies December 2008 - March 2014
Kaman Industrial Technologies January 2005 - November 2008
Measurement Computing Corporation 2000 - 2005
Cuming Corporation 1996 - 2000
Gray, Gray & Gray 1993 - 1996
Skills
mergers & acquisitions, Cross-functional Team..., Mergers & Acquisitions, Strategic Financial..., Mergers, Operations Management, Strategic Planning, Business Development, Sales Management, Finance, Project Management, Process Improvement, P, Forecasting, Contract Negotiation, Competitive Analysis
Education
Bryant University 1988 — 1992
The Trustees of Reservations January 2011 - Present
Rogerson Communities March 2008 - January 2011
Massachusetts Horticultural Society August 2004 - November 2007
Gray, Gray & Gray May 2003 - August 2004
Harvard Museum of Natural History June 1999 - May 2003
Skills
Non-profits, Newsletters, Editing, Public Relations, Customer Service
Education
Tufts University 1989 — 1993
Gray, Gray & Gray September 2014 - Present
Kurzman, Dempsey & Kowalker, LLP January 2005 - May 2014
Arthur Andersen, LLP 1998 - 2002
Skills
Accounting, Tax, Estate Planning, Trust Services, Business Planning, Estate Tax Planning, Tax Preparation, Strategic Planning, Succession Planning, Non-profits, Financial Reporting, Income Tax, Tax Compliance, Corporate Tax, CPA, Small Business, GAAP, Tax Accounting, Employee Benefits, 401k, Tax Research, International Tax, Partnership Taxation, Tax Returns, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MST, Tax
Bryant University 1991 — 1995
Bachelor of Science in Business Administration, Accounting
Glastonbury High School 1987 — 1991
Amichetti, Delucca & Co., P.C. October 2008 - Present
Gray, Gray & Gray July 2005 - June 2008
State Street Bank January 2001 - June 2003
Education
Stonehill College 1981 — 1986
Gray, Gray & Gray June 2014 - Present
O'Connor & Drew, P.C. September 2003 - May 2014
TJX Companies June 2001 - August 2002
Skills
Dealers, Accounting, Non-profits, Manufacturing, Tax Preparation, Tax Returns, Corporate Tax, Financial Analysis, Audit, Bookkeeping, Auditing, Higher Education, Tax, Quickbooks, Financial Reporting, General Ledger, Financial Statements, US GAAP, Income Tax, CPA, Fixed Assets, Nonprofits, QuickBooks
Education
University of Massachusetts, Amherst 2004 — 2005
MSA, Accounting
Assumption College 1999 — 2003
BA, Accounting
Gray, Gray & Gray October 2011 - Present
Echo Therapeutics, Inc. March 2010 - October 2011
Accountant/Benefits Administrator March 2009 - March 2010
Liko North America Corp October 2007 - March 2009
Education
University of Massachusetts Boston 1983 — 1986
Bachelor of Sciene, Finance and Accounting
Marcum LLP January 2014 - Present
Braver PC January 2008 - December 2013
Gray, Gray & Gray August 2000 - December 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1990
MBA
Tufts University 1982 — 1986
BA, Political Science
Babson College April 2014 - Present
Gray, Gray & Gray December 2006 - April 2014
Edelstein & Company January 2004 - December 2006
Moody, Famiglietti & Andronico, LLP August 2002 - April 2003
JPMorgan Chase January 2001 - August 2002
Skills
Corporate Tax, Tax Preparation, Tax, Income Tax, Tax Accounting, Partnership Taxation, Tax Research, CPA, GAAP, Accounting, Financial Reporting, Tax Returns, QuickBooks, Financial Statements, Auditing
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Adinistration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
Master of Science (MS), Taxation
Bentley University 2000 — 2002
Bachelor of Science (BS), Accountancy
Grossmont College 1998 — 2000
Associate of Science (AS), Business Administration
Department of Treasury September 2009 - Present
Sun Life Financial July 2009 - September 2009
Deloitte & Touche LLP July 1999 - July 2009
Vitale, Caturano & Company 1998 - 1999
Gray, Gray & Gray 1995 - 1998
Skills
US GAAP, Financial Reporting, CPA, GAAP, Auditing, Internal Controls, Tax, Sarbanes-Oxley Act, Financial Accounting, Accounting, SEC filings, Financial Analysis, IFRS
Education
University of Massachusetts Boston 1989 — 1992
B.S. in Management/Accounting, Accounting
St Clements HS
Gray, Gray & Gray November 2005 - Present
Skills
Tax Preparation, Corporate Tax, Tax Compliance, Tax, Income Tax, Tax Returns, Tax Research, US Tax, Partnership Taxation, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
Master, Taxation
Bentley University 2000 — 2005
Grand Circle Corporation September 2009 - Present
McGladrey & Pullen December 2006 - April 2009
Gray, Gray & Gray January 2004 - December 2006
Westin Hotel June 2003 - December 2003
Macromedia 2000 - 2002
ABP Corporation March 1989 - June 1995
Education
University of Massachusetts Boston 1999 — 2003
Bachelor, Accounting
Gray, Gray & Gray July 1979 - Present
Coopers & lay brand 1975 - 1979
Skills
Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Tax, Tax Preparation, Income Tax, CPA, US Tax, Tax Returns, International Tax, Tax Advisory, GAAP, S Corporations, Sales Tax, Estate Tax Planning, ProSystem fx Tax, Accounting
Education
Bentley College 1974 — 1975
MSA, Taxation
Boston college 1969 — 1971
MBA
Ohio Wesleyan University 1965 — 1969
ba, chemistry, economics
Gray, Gray & Gray August 2015 - Present
AAFCPAs September 2012 - June 2015
Marcum LLP January 2012 - April 2012
C & C Consulting Engineers March 2010 - May 2011
Professional Services Corporation August 2006 - August 2009
Linbeck Construction June 2005 - December 2005
Skills
Financial Accounting, Tax Preparation, audit, tax, revi, Compilation Of..., Auditing, Tax Returns, QuickBooks, Tax, Financial Reporting
Education
Northeastern University 2011 — 2012
MSA/MBA, Accounting and Business, 3.81
Tufts University 2002 — 2006
Bachelor of Science, Civil Engineering, 3.11
King, McNamara & Moriarty LLP September 2012 - Present
Liberty Tax Service of Mansfield, MA September 2010 - April 2014
Braver PC 2007 - 2009
Gray, Gray & Gray 2000 - 2006
W.A. Leonard & Company, P.C. 1998 - 2000
Skills
Tax Preparation, Tax Accounting, Account Reconciliation, Tax, Income Tax, Corporate Tax, Tax Returns
Education
Suffolk University - Sawyer Business School 2007 — 2008
MST, Masters of Science in Taxation for CPAs
Bridgewater State University 1996 — 1998
Bachelors, Bachelor of Science in Management, Accounting Concentration
Windrose Advisors 2009 - Present
Saunders Family Office 1993 - 2009
Gray, Gray & Gray 1985 - 1993
Education
Northeastern University 1980 — 1985
BS, Accounting
Maverick Construction Corp. December 2014 - Present
Gray, Gray & Gray November 2014 - December 2014
Green & Green, LLC September 2012 - October 2014
Bryan McNally, CPA 2010 - September 2012
Ernst & Young 1996 - 2000
Walter & Shuffain, P.C. November 1993 - September 1996
Greenfield, Goldstein... 1989 - 1993
Skills
Tax Preparation, Income Tax, Tax Returns, Tax, Small Business..., Tax Compliance, Accounting, CPA, Partnership Taxation, Tax Accounting, Tax Advisory, Tax Research
Education
Boston College 1980 — 1985
BS, Accounting
MATA Karate 2011 - Present
Gray, Gray & Gray October 2006 - April 2010
RPB Systems and Services March 2004 - October 2006
State Street February 2002 - June 2003
State Street October 2001 - February 2002
State Street October 2000 - October 2001
State Street August 1999 - October 2000
Skills
Accounting, Financial Reporting, Invoicing, Cash Flow
Education
Massasoit Community College 1992 — 1998
Associates of Science, Business Administration
SharkNinja April 2013 - Present
VetCor August 2012 - March 2013
i-parcel, LLC February 2012 - August 2012
Karmaloop.com February 2011 - February 2012
Specailty Catalog October 2007 - February 2011
Gray, Gray & Gray 1995 - 1999
Skills
Budgets, Financial Analysis, Marketing Strategy, Forecasting, Expenses, Online Advertising, Project Planning, Financial Reporting, PeopleSoft, Strategic Planning, Management, General Ledger, Internal Controls, Strategy, Accounting, Process Improvement, Analysis, Auditing, GAAP, Financial Modeling, Sales, Cash Flow, Customer Service, Retail, Account Reconciliation, Microsoft Office, Financial Accounting, Accounts Payable
Education
Bentley University 1989 — 1993
Bachelors, Finance
Bishop Connolly
Bachelors of Science, Finance
Haemonetics 2012 - Present
American Tower Corporation 2005 - 2012
PriceWaterhouse Coopers 2000 - 2005
Gray, Gray & Gray 1997 - 2000
Skills
Corporate Tax, Financial Reporting, Tax, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Taxation
Western New England University 1992 — 1994
BS, Accounting
Gray, Gray & Gray June 2015 - Present
Gray, Gray & Gray December 2014 - Present
Gray, Gray, & Gray January 2013 - Present
Capital Gains Realty, Inc. June 2013 - Present
J.M.I. Investment Properties September 2009 - June 2013
Town CPA September 2012 - January 2013
Vast Capital Management, Inc. March 2011 - January 2013
Parnagian & Marinelli, P.C. July 2010 - September 2010
Skills
QuickBooks, Accounting, Microsoft Word, PowerPoint, Account Reconciliation, Accounts Receivable, Bookkeeping, Financial Accounting, Microsoft Office, Financial Analysis, General Ledger, Microsoft Excel, Outlook, Access, Strategic Planning, Event Planning, Event Management, Sales Management, Business Strategy, Marketing Strategy, Photoshop, Online Advertising, Social Media Marketing, Management, Customer Service, Customer Satisfaction, Real Estate, Financial Reporting, Tax Preparation, Accounts Payable, Auditing, GAAP, Tax, Financial Statements, Payroll
Education
Suffolk University - Sawyer School of Management 2012 — 2013
Masters In Business Administration, Accounting
Suffolk University - Sawyer School of Management 2008 — 2011
BSBA, Accounting
Gray, Gray & Gray January 2015 - April 2015
Brown Brothers Harriman October 2014 - December 2014
Brown Brothers Harriman May 2014 - July 2014
Fleetmatics January 2014 - March 2014
VT & VT Multi-Services January 2013 - April 2013
Skills
Public Speaking, Accounting, Microsoft Excel, Teaching, Community Outreach, Leadership, Microsoft Word, Accounts Receivable, Event Planning, Financial Accounting, Non-profits, PowerPoint, Corporate Finance, Management, Microsoft Office, Research, Marketing Strategy, Customer Service, QuickBooks
Education
Southern New Hampshire University 2013 — 2015
Master of Science in Accounting, Accounting, 3.20
University of Massachusetts at Lowell 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration; Accounting
Carruth Associates LLC July 2001 - Present
Gray, Gray & Gray November 1999 - July 2001
Deloitte June 1995 - November 1999
Skills
Financial Reporting, Tax, Accounting, Trusts, Tax Accounting, Tax Research, Estate Tax Planning, Private Equity, Investments, Tax Compliance, Income Tax, Wealth Management, Hedge Funds, Business Strategy, Alternative Investments, High Net Worth..., Strategic Planning, Tax Preparation, Microsoft Office, Budgeting
Education
Boston College 1991 — 1995
Bachelor of Science (B.S.), Accounting
Northeastern University
Master of Science (M.S.), Taxation
Fidelity Investments January 2014 - June 2015
Fidelity Investments July 2013 - January 2014
Brandon Copsync, LLC March 2013 - July 2013
Bullhorn August 2012 - October 2012
Dennis K. Burke, Inc. September 2009 - September 2011
Gray, Gray & Gray 1998 - April 2009
William Darling CPA 1989 - 1998
PwC September 1987 - December 1988
Skills
Accounting, Financial Reporting, QuickBooks, Financial Statements, Account Reconciliation, Microsoft Office, Great Plains Software, Peachtree, Tax Preparation, Internal Controls, NetSuite, Auditing, Prosystem FX suite., PAMS by ADD Systems, FRX Report Design, Timberline, Innovative Problem..., DTN TABS, Zytax, Certified Public..., Multitasker, Oracle, Essbase, Oracle Discoverer
Education
Northeastern University - Graduate School of Professional Accounting 1999 — 1999
MBA, Accounting
Northeastern University - Graduate School of Professional Accounting 1986 — 1987
Master of Science, Accounting
Dartmouth College
BA, Economics
CVS Caremark Corporation June 2011 - December 2014
PwC June 2014 - August 2014
Gray, Gray & Gray January 2013 - May 2013
Bentley University May 2012 - December 2012
Skills
Bilingual-English/Chines..., QuickBooks, Microsoft Office, Peachtree, ProSystem fx Tax, ProSystem fx Fixed...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master of Science, Taxation
Bentley University 2012 — 2014
Corporate Finance and Accounting, Corporate Finance and Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
Boston Latin Academy 2006 — 2010
Gray, Gray & Gray February 2012 - February 2015
AKT CPAs, Advisors, Consultants January 2003 - March 2011
BIK & CO, LLP June 1990 - February 2002
Skills
Accounting
Education
Indiana University Bloomington 1967 — 1971
BA, French & Secondary Education
Collegium Pharmaceutical, Inc. February 2015 - Present
Karyopharm Therapeutics Inc 2013 - 2014
Verastem, Inc. November 2010 - May 2013
Longwood Fund February 2010 - August 2011
Sirtris Pharmaceuticals, Inc. November 2005 - September 2009
CombinatoRx 2002 - 2005
Dyax Corp. 1999 - 2002
Gray, Gray & Gray 1997 - 1999
Education
UMass Amherst 1991 — 1995
Boston Latin School
Gray, Gray & Gray August 2014 - Present
Gray, Gray & Gray December 2006 - August 2014
Atlantic Petroleum Technologies May 2006 - December 2006
Skills
Business Analysis, Microsoft Office, ProSystem fx Tax, New Business Development, Great Plains Software, QuickBooks, Client Development, Hiring Employees, New Hire Training, Staff Utilization, Business Tax Planning, Staff Supervision, GAAP, CPA
Education
Merrimack College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Gray, Gray & Gray January 2013 - Present
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Administrative..., Social Media
Education
Bridgewater State College 2010 — 2015
Gray, Gray & Gray June 2014 - December 2014
Biogen Idec October 2013 - April 2014
Dunkin' Brands April 2006 - September 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop
Education
Northeastern University 1979 — 1985
Bachelor of Science (BS), Accounting