JDJ Resources
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JDJ Resources Employees
Employee
Years
Job
Industry
Stacey Giannelli Stacey Giannelli's JDJ Resources Experience June 2008 - May 2010
Job Accountant/Buyer at Commonwealth of Massachusetts
Industry Accounting
Experience
Commonwealth of Massachusetts May 2013 - Present
eCratchit Bookkeeping and Accounting June 2010 - May 2013
JDJ Resources June 2008 - May 2010
Skills
Microsoft Excel, Accounting, Accounts Payable, QuickBooks, Financial Reporting, Nonprofits
Education
Northeastern University 1990 — 1994
Bachelor of Science in Business Administration, Accounting, Finance & Insurance
Commonwealth of Massachusetts May 2013 - Present
eCratchit Bookkeeping and Accounting June 2010 - May 2013
JDJ Resources June 2008 - May 2010
Skills
Microsoft Excel, Accounting, Accounts Payable, QuickBooks, Financial Reporting, Nonprofits
Education
Northeastern University 1990 — 1994
Bachelor of Science in Business Administration, Accounting, Finance & Insurance
Stephanie Phaneuf's JDJ Resources Experience June 2012 - August 2012
Job Staff Accountant at SimonKucher & Partners
Industry Accounting
Experience
Simon-Kucher & Partners February 2014 - August 2015
Rothstein Kass August 2012 - February 2014
JDJ Resources June 2012 - August 2012
Doug J. Murstein CPA and Associates, Inc. January 2012 - June 2012
Typhoon Asian Bistro September 2011 - April 2012
Showa Boston Institute October 2010 - February 2012
Emmanuel College November 2009 - January 2012
Starbucks Coffee Company November 2008 - September 2011
Skills
Customer Service, Spanish, Teamwork, Tutoring, Accounting, Highly detail oriented, Exceptionally well..., Self-motivated..., Tax Preparation, PowerPoint
Education
Emmanuel College 2008 — 2012
Bachelor of Arts (B.A.), summa cum laude, Accounting, 3.97
Simon-Kucher & Partners February 2014 - August 2015
Rothstein Kass August 2012 - February 2014
JDJ Resources June 2012 - August 2012
Doug J. Murstein CPA and Associates, Inc. January 2012 - June 2012
Typhoon Asian Bistro September 2011 - April 2012
Showa Boston Institute October 2010 - February 2012
Emmanuel College November 2009 - January 2012
Starbucks Coffee Company November 2008 - September 2011
Skills
Customer Service, Spanish, Teamwork, Tutoring, Accounting, Highly detail oriented, Exceptionally well..., Self-motivated..., Tax Preparation, PowerPoint
Education
Emmanuel College 2008 — 2012
Bachelor of Arts (B.A.), summa cum laude, Accounting, 3.97
Kimberly Bolton Kimberly Bolton's JDJ Resources Experience December 2011 - July 2012
Job Bookkeeper at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
The First Universalist Church in Providence, RI January 2013 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources December 2011 - July 2012
St. Mary's Church March 2008 - June 2012
Crown Optical/ Essilor April 2009 - August 2011
Rhode Island College September 2004 - June 2008
Skills
Microsoft Office, Excel, Word, Assembly, Music, Records Management, QuickBooks, Citrix, Microsoft Word, Microsoft Excel
Education
Rhode Island College 2004 — 2008
Music BA, Voice
Johnston Senior High School
Johnston Senior High School
JDJ Family Office Services June 2014 - Present
The First Universalist Church in Providence, RI January 2013 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources December 2011 - July 2012
St. Mary's Church March 2008 - June 2012
Crown Optical/ Essilor April 2009 - August 2011
Rhode Island College September 2004 - June 2008
Skills
Microsoft Office, Excel, Word, Assembly, Music, Records Management, QuickBooks, Citrix, Microsoft Word, Microsoft Excel
Education
Rhode Island College 2004 — 2008
Music BA, Voice
Johnston Senior High School
Johnston Senior High School
Mallory Garneau Mallory Garneau's JDJ Resources Experience December 2011 - August 2012
Job Account Manager at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass (formerly JDJ Resources) August 2012 - June 2014
JDJ Resources December 2011 - August 2012
State Street September 2007 - December 2011
Southern New Hampshire Services, Inc. May 2004 - August 2007
Zimmermann Chiropractic & Wellness Center January 2006 - May 2007
Skills
Financial Reporting, Account Reconciliation, Accounts Receivable, Accounts Payable, Bookkeeping, Budgets, Microsoft Excel, Management, Strategic Financial..., Finance, Payroll, Analysis, Access, Microsoft Word, Internal Controls, Financial Analysis, Investments, QuickBooks, General Ledger
Education
Southern New Hampshire University 2003 — 2007
Bachelor of Science (BS), Marketing
JDJ Family Office Services June 2014 - Present
Rothstein Kass (formerly JDJ Resources) August 2012 - June 2014
JDJ Resources December 2011 - August 2012
State Street September 2007 - December 2011
Southern New Hampshire Services, Inc. May 2004 - August 2007
Zimmermann Chiropractic & Wellness Center January 2006 - May 2007
Skills
Financial Reporting, Account Reconciliation, Accounts Receivable, Accounts Payable, Bookkeeping, Budgets, Microsoft Excel, Management, Strategic Financial..., Finance, Payroll, Analysis, Access, Microsoft Word, Internal Controls, Financial Analysis, Investments, QuickBooks, General Ledger
Education
Southern New Hampshire University 2003 — 2007
Bachelor of Science (BS), Marketing
Angela Simmons's JDJ Resources Experience May 2012 - July 2012
Job Account Manager at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2012 - July 2012
J.J. Best Banc & Co August 2011 - May 2012
Skills
Accounting, Bookkeeping, Accounts Receivable, Accounts Payable, Bill Payment, Account Reconciliation, Financial Reporting, Cost Accounting, Financial Accounting, Financial Analysis, Customer Service, Food Service, Restaurants
Education
Bridgewater State University 2007 — 2011
Bachelor's degree, Accounting and Finance, 'Magna Cum Laude'
Plymouth North High
Plymouth North High
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2012 - July 2012
J.J. Best Banc & Co August 2011 - May 2012
Skills
Accounting, Bookkeeping, Accounts Receivable, Accounts Payable, Bill Payment, Account Reconciliation, Financial Reporting, Cost Accounting, Financial Accounting, Financial Analysis, Customer Service, Food Service, Restaurants
Education
Bridgewater State University 2007 — 2011
Bachelor's degree, Accounting and Finance, 'Magna Cum Laude'
Plymouth North High
Plymouth North High
Michael Nadeau Michael Nadeau's JDJ Resources Experience August 2010 - May 2012
Job Property Accountant at Boston Properties
Industry Accounting
Experience
Boston Properties May 2012 - Present
JDJ Resources August 2010 - May 2012
Restivo Monacelli LLP January 2010 - April 2010
James N. Nadeau & Co. LLP September 2009 - January 2010
Durkin Cottage Realty June 2006 - December 2009
James N. Nadeau & Co. LLP January 2009 - April 2009
Skills
QuickBooks, Accounting, General Ledger, Tax, Tax Preparation, Auditing, Bank Reconciliation, Budgets, Microsoft Excel, Tax Returns, Data Entry, Customer Service, ProSystem fx Tax, Time Management, Financial Reporting, Account Reconciliation, S Corporations, Financial Accounting, Financial Analysis, Accounts Receivable
Education
University of Rhode Island - College of Business Administration 2004 — 2009
Business, Accounting
University of Rhode Island
Bachelor of Science, Accounting
Boston Properties May 2012 - Present
JDJ Resources August 2010 - May 2012
Restivo Monacelli LLP January 2010 - April 2010
James N. Nadeau & Co. LLP September 2009 - January 2010
Durkin Cottage Realty June 2006 - December 2009
James N. Nadeau & Co. LLP January 2009 - April 2009
Skills
QuickBooks, Accounting, General Ledger, Tax, Tax Preparation, Auditing, Bank Reconciliation, Budgets, Microsoft Excel, Tax Returns, Data Entry, Customer Service, ProSystem fx Tax, Time Management, Financial Reporting, Account Reconciliation, S Corporations, Financial Accounting, Financial Analysis, Accounts Receivable
Education
University of Rhode Island - College of Business Administration 2004 — 2009
Business, Accounting
University of Rhode Island
Bachelor of Science, Accounting
Eric Boudreau Eric Boudreau's JDJ Resources Experience June 2011 - August 2012
Job Treasury Analyst at TripAdvisor
Industry Accounting
Experience
TripAdvisor March 2015 - Present
TripAdvisor October 2013 - March 2015
Rothstein Kass August 2012 - October 2013
JDJ Resources June 2011 - August 2012
Unlimited Business Services June 2009 - June 2011
Bryant University August 2007 - May 2010
MML Investors Serivces, Inc May 2007 - August 2008
Skills
Accounting, Microsoft Office, Analysis, Research, Administration, Payroll, Accounts Payable, Account Reconciliation, Journal Entries, QuickBooks, Accounts Receivable, Cash Flow, General Ledger, Financial Reporting, Forecasting, Finance
Education
Bryant University 2006 — 2010
Bachelor's, Business Administration, Accounting
TripAdvisor March 2015 - Present
TripAdvisor October 2013 - March 2015
Rothstein Kass August 2012 - October 2013
JDJ Resources June 2011 - August 2012
Unlimited Business Services June 2009 - June 2011
Bryant University August 2007 - May 2010
MML Investors Serivces, Inc May 2007 - August 2008
Skills
Accounting, Microsoft Office, Analysis, Research, Administration, Payroll, Accounts Payable, Account Reconciliation, Journal Entries, QuickBooks, Accounts Receivable, Cash Flow, General Ledger, Financial Reporting, Forecasting, Finance
Education
Bryant University 2006 — 2010
Bachelor's, Business Administration, Accounting
Ashley Mastrostefano, CFP® Ashley Mastrostefano, CFP®'s JDJ Resources Experience March 2007 - July 2012
Job Manager at JDJ Family Office Services
Industry Individual & Family Services
Experience
JDJ Family Office Services November 2014 - Present
Boston Biotech Conference March 2014 - October 2014
Rothstein Kass August 2012 - February 2014
JDJ Resources March 2007 - July 2012
Skills
Accounting, Financial Reporting, Budgets, Estate Planning, Tax, Microsoft Excel, Strategic Financial..., High Net Worth...
Education
Bryant University 2002 — 2006
Bachelors of Science, Business Administration
JDJ Family Office Services November 2014 - Present
Boston Biotech Conference March 2014 - October 2014
Rothstein Kass August 2012 - February 2014
JDJ Resources March 2007 - July 2012
Skills
Accounting, Financial Reporting, Budgets, Estate Planning, Tax, Microsoft Excel, Strategic Financial..., High Net Worth...
Education
Bryant University 2002 — 2006
Bachelors of Science, Business Administration
Sylwia Biernat Gwizdak Sylwia Biernat Gwizdak's JDJ Resources Experience December 2008 - February 2009
Job Staff Accountant at Boston Brace International Inc
Industry Accounting
Experience
JDJ Resources December 2008 - February 2009
New Communities Services Inc November 2004 - November 2008
New Communities Services Inc September 2003 - November 2004
New Communities Services Inc June 2002 - September 2003
Skills
Accounts Receivable
Education
Northeastern University 1997 — 2002
BA
JDJ Resources December 2008 - February 2009
New Communities Services Inc November 2004 - November 2008
New Communities Services Inc September 2003 - November 2004
New Communities Services Inc June 2002 - September 2003
Skills
Accounts Receivable
Education
Northeastern University 1997 — 2002
BA
Brooke Kafka Brooke Kafka's JDJ Resources Experience July 2009 - June 2011
Job Executive Assistant at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management June 2011 - Present
JDJ Resources July 2009 - June 2011
RA Capital Management, LLC February 2009 - June 2009
Fidelity Investments October 2008 - November 2008
Fidelity Investments August 2006 - June 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook
Education
Johnson & Wales University
Bachelor of Science, Criminal Justice
GW&K Investment Management June 2011 - Present
JDJ Resources July 2009 - June 2011
RA Capital Management, LLC February 2009 - June 2009
Fidelity Investments October 2008 - November 2008
Fidelity Investments August 2006 - June 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook
Education
Johnson & Wales University
Bachelor of Science, Criminal Justice
Christopher R. Tambasco, CPA Christopher R. Tambasco, CPA's JDJ Resources Experience January 2009 - August 2012
Job Manager at NorthStar Advisors LLC
Industry Financial Services
Experience
NorthStar Advisors LLC February 2015 - Present
OneVision Resources July 2013 - January 2015
Rothstein Kass August 2012 - July 2013
JDJ Resources January 2009 - August 2012
JDJ Resources June 2007 - January 2009
Samet & Company June 2005 - June 2007
Skills
Tax Preparation, Accounting, High Net Worth..., Financial Reporting, Account Reconciliation, Strategic Financial..., Financial Accounting, Accounts Receivable, Tax, Bookkeeping, Income Tax, Investments, Estate Planning, Budgets, Finance, Management, Financial Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor Degree, Accounting
NorthStar Advisors LLC February 2015 - Present
OneVision Resources July 2013 - January 2015
Rothstein Kass August 2012 - July 2013
JDJ Resources January 2009 - August 2012
JDJ Resources June 2007 - January 2009
Samet & Company June 2005 - June 2007
Skills
Tax Preparation, Accounting, High Net Worth..., Financial Reporting, Account Reconciliation, Strategic Financial..., Financial Accounting, Accounts Receivable, Tax, Bookkeeping, Income Tax, Investments, Estate Planning, Budgets, Finance, Management, Financial Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor Degree, Accounting
James M. Kittler's JDJ Resources Experience October 2000 - July 2012
Job JDJ Family Office Services
Industry Individual & Family Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
Matthew Badavas, CFP® Matthew Badavas, CFP®'s JDJ Resources Experience June 2010 - March 2012
Job Client Advisor at SCS Financial
Industry Financial Services
Experience
SCS Financial April 2012 - Present
JDJ Resources June 2010 - March 2012
RINET Company, LLC February 2010 - April 2010
RINET Company, LLC January 2009 - June 2009
Parent, McLaughlin & Nangle, CPAs January 2008 - September 2008
Skills
Quickbooks, Excel, Reconciliation, Word, Quicken, Accounting, Financial Reporting, Outlook, Accounts Payable, Accounts Receivable, Financial Accounting, Tax Preparation, Payroll Processing, Budgeting, General Ledger, Account Reconciliation, Cash Flow, Asset Allocation, Strategic Financial..., Financial Analysis, Microsoft Excel, QuickBooks, Budgets, Finance, Financial Statements
Education
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Accounting
SCS Financial April 2012 - Present
JDJ Resources June 2010 - March 2012
RINET Company, LLC February 2010 - April 2010
RINET Company, LLC January 2009 - June 2009
Parent, McLaughlin & Nangle, CPAs January 2008 - September 2008
Skills
Quickbooks, Excel, Reconciliation, Word, Quicken, Accounting, Financial Reporting, Outlook, Accounts Payable, Accounts Receivable, Financial Accounting, Tax Preparation, Payroll Processing, Budgeting, General Ledger, Account Reconciliation, Cash Flow, Asset Allocation, Strategic Financial..., Financial Analysis, Microsoft Excel, QuickBooks, Budgets, Finance, Financial Statements
Education
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Accounting
Doreen Biebusch Doreen Biebusch's JDJ Resources Experience October 2000 - July 2012
Job Partner at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
Elizabeth Dever-Allston's JDJ Resources Experience February 2005 - Present
Job Client Manager at JDJ Resources
Industry Financial Services
Experience
JDJ Resources February 2005 - Present
The Charles Hotel January 2002 - December 2004
The Charles Hotel November 2000 - October 2001
Education
The Catholic University of America 1996 — 2000
BA, Business Marketing
JDJ Resources February 2005 - Present
The Charles Hotel January 2002 - December 2004
The Charles Hotel November 2000 - October 2001
Education
The Catholic University of America 1996 — 2000
BA, Business Marketing