KAF Financial Group
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KAF Financial Group Employees
Employee
Years
Job
Industry
Nicole Duggins, CPA Nicole Duggins, CPA's KAF Financial Group Experience January 2014 - Present
Job Senior Audit Associate at KAF Financial Group
Industry Accounting
Experience
KAF Financial Group January 2014 - Present
Elliott Davis, LLC July 2012 - August 2013
Elliott Davis August 2010 - July 2012
Elliott Davis June 2009 - April 2010
KAF Financial Group May 2008 - August 2008
Skills
Auditing, Financial Statements, Accounting, Financial Reporting, CPA, Financial Accounting, Internal Controls, GAAP, QuickBooks, Financial Analysis, Microsoft Excel, Microsoft Office, Accounts Receivable, Account Reconciliation, General Ledger, PowerPoint, Accounts Payable
Education
College of Charleston 2009 — 2010
M.S., Accountancy
College of Charleston 2006 — 2009
B.S., Accounting
KAF Financial Group January 2014 - Present
Elliott Davis, LLC July 2012 - August 2013
Elliott Davis August 2010 - July 2012
Elliott Davis June 2009 - April 2010
KAF Financial Group May 2008 - August 2008
Skills
Auditing, Financial Statements, Accounting, Financial Reporting, CPA, Financial Accounting, Internal Controls, GAAP, QuickBooks, Financial Analysis, Microsoft Excel, Microsoft Office, Accounts Receivable, Account Reconciliation, General Ledger, PowerPoint, Accounts Payable
Education
College of Charleston 2009 — 2010
M.S., Accountancy
College of Charleston 2006 — 2009
B.S., Accounting
Ashley Stansbury Ashley Stansbury's KAF Financial Group Experience August 2012 - June 2013
Job Social Community Manager at Genuine Interactive
Industry Marketing and Advertising
Experience
Genuine Interactive February 2015 - Present
Pandemic Labs March 2013 - February 2015
Pandemic Labs June 2013 - October 2013
KAF Financial Group August 2012 - June 2013
UVC TV-19 September 2010 - December 2011
Skills
Social Media Marketing, SEO, Writing, Videography, Video Editing, Final Cut Pro, Social Media, Management, Journalism, WordPress, Editing, Facebook, AP Style, Marketing, Microsoft Office, Advertising, Online Marketing, Integrated Marketing
Education
Lasell College 2013 — 2014
Master of Science (MS), Integrated Marketing Communication
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts, Journalism
Genuine Interactive February 2015 - Present
Pandemic Labs March 2013 - February 2015
Pandemic Labs June 2013 - October 2013
KAF Financial Group August 2012 - June 2013
UVC TV-19 September 2010 - December 2011
Skills
Social Media Marketing, SEO, Writing, Videography, Video Editing, Final Cut Pro, Social Media, Management, Journalism, WordPress, Editing, Facebook, AP Style, Marketing, Microsoft Office, Advertising, Online Marketing, Integrated Marketing
Education
Lasell College 2013 — 2014
Master of Science (MS), Integrated Marketing Communication
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Arts, Journalism
Jordan Levesque, CPA Jordan Levesque, CPA's KAF Financial Group Experience October 2011 - July 2015
Job Senior Internal Auditor at Santander Bank, N.A.
Industry Accounting
Experience
Santander Bank, N.A. July 2015 - Present
KAF Financial Group October 2011 - July 2015
The City of Fall River June 2009 - September 2011
Skills
Tax, Accounting, GAAP, Financial Reporting, Tax Preparation, QuickBooks, Tax Returns, Corporate Tax, Tax Accounting, US GAAP, Internal Controls, Fixed Assets, Income Tax, General Ledger, Auditing, Financial Accounting, Financial Analysis, Journal Entries, ProSystem fx Tax, Account Reconciliation
Education
Bryant University 2010 — 2011
Master's in Professional Accountancy
Bryant University 2005 — 2009
Bachelor's Degree, Accounting
Santander Bank, N.A. July 2015 - Present
KAF Financial Group October 2011 - July 2015
The City of Fall River June 2009 - September 2011
Skills
Tax, Accounting, GAAP, Financial Reporting, Tax Preparation, QuickBooks, Tax Returns, Corporate Tax, Tax Accounting, US GAAP, Internal Controls, Fixed Assets, Income Tax, General Ledger, Auditing, Financial Accounting, Financial Analysis, Journal Entries, ProSystem fx Tax, Account Reconciliation
Education
Bryant University 2010 — 2011
Master's in Professional Accountancy
Bryant University 2005 — 2009
Bachelor's Degree, Accounting
Jim Shannon, CFP ® Jim Shannon, CFP ®'s KAF Financial Group Experience September 2014 - Present
Job Financial Advisor at KAF Financial Advisors
Industry Financial Services
Experience
KAF Financial Group September 2014 - Present
Skills
Series 7, Series 66, Certified Financial..., Personal Financial..., Investments, Retirement Planning, Financial Analysis, Social Security, 401k Rollovers, College Savings Plans
Education
Boston University 2012 — 2014
Financial Planning and Services
Georgetown University 2001 — 2005
BS, Finance
Chelmsford High School 1997 — 2001
KAF Financial Group September 2014 - Present
Skills
Series 7, Series 66, Certified Financial..., Personal Financial..., Investments, Retirement Planning, Financial Analysis, Social Security, 401k Rollovers, College Savings Plans
Education
Boston University 2012 — 2014
Financial Planning and Services
Georgetown University 2001 — 2005
BS, Finance
Chelmsford High School 1997 — 2001
Mark Robinson CPA/ABV Mark Robinson CPA/ABV's KAF Financial Group Experience April 1991 - Present
Job Founding owner at KAF Financial Group
Industry Accounting
Experience
The Weymouth Club January 2012 - Present
Massachusetts Board of Public Accountancy December 2006 - Present
KAF Financial Group April 1991 - Present
Weymouth Club September 2004 - October 2011
Furnace Brook Golf Club November 1998 - October 2006
Kennedy & Lehan, P.C. Certified Public Accountants October 1984 - March 1991
Lydon & Gallagher, P.C. Certified public Accountants April 1983 - September 1984
Alexander Grant & Company September 1982 - April 1983
College Boys House Painting 1973 - 1981
Skills
Business Valuation, Business Analysis, Business Strategy, Business Planning, Business Performance..., Auditing, Mergers, Buy-sell Agreements, QuickBooks, Acquisitions, Divestitures, Fitness Instruction, Financial Analysis, Tax, Financial Reporting, Accounting, Small Business, Management, Forensic Accounting, Tax Research, Tax Accounting, Fitness Training, Income Tax, US GAAP, Finance, GAAP, Leadership, Tax Returns, Due Diligence, Fitness, CPA, Tax Preparation, Corporate Tax, Financial Statements, SEC filings, Internal Controls, Financial Accounting, Strategic Planning, Mergers & Acquisitions, Account Reconciliation, Cost Accounting, Managerial Finance, Cash Flow
Education
Suffolk University - Sawyer Business School 1978 — 1982
BSBA, Accounting
North Quincy High School 1974 — 1978
The Weymouth Club January 2012 - Present
Massachusetts Board of Public Accountancy December 2006 - Present
KAF Financial Group April 1991 - Present
Weymouth Club September 2004 - October 2011
Furnace Brook Golf Club November 1998 - October 2006
Kennedy & Lehan, P.C. Certified Public Accountants October 1984 - March 1991
Lydon & Gallagher, P.C. Certified public Accountants April 1983 - September 1984
Alexander Grant & Company September 1982 - April 1983
College Boys House Painting 1973 - 1981
Skills
Business Valuation, Business Analysis, Business Strategy, Business Planning, Business Performance..., Auditing, Mergers, Buy-sell Agreements, QuickBooks, Acquisitions, Divestitures, Fitness Instruction, Financial Analysis, Tax, Financial Reporting, Accounting, Small Business, Management, Forensic Accounting, Tax Research, Tax Accounting, Fitness Training, Income Tax, US GAAP, Finance, GAAP, Leadership, Tax Returns, Due Diligence, Fitness, CPA, Tax Preparation, Corporate Tax, Financial Statements, SEC filings, Internal Controls, Financial Accounting, Strategic Planning, Mergers & Acquisitions, Account Reconciliation, Cost Accounting, Managerial Finance, Cash Flow
Education
Suffolk University - Sawyer Business School 1978 — 1982
BSBA, Accounting
North Quincy High School 1974 — 1978
Emily Bassett Richi Emily Bassett Richi's KAF Financial Group Experience January 2011 - Present
Job Manager at Kirkland Albrecht & Fredrickson
Industry Accounting
Experience
KAF Financial Group January 2011 - Present
McGladrey (formerly Caturano and Company) September 2007 - January 2011
Meyers Brothers Kalicka PC January 2006 - April 2006
Skills
Accounting, GAAP, Financial Reporting, Auditing
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BBA, Accounting
KAF Financial Group January 2011 - Present
McGladrey (formerly Caturano and Company) September 2007 - January 2011
Meyers Brothers Kalicka PC January 2006 - April 2006
Skills
Accounting, GAAP, Financial Reporting, Auditing
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
BBA, Accounting
Jeff Alvanas Jeff Alvanas's KAF Financial Group Experience September 2009 - Present
Job CPA, Kirkland Albrecht & Fredrickson, LLC
Industry Accounting
Experience
KAF Financial Group September 2009 - Present
Braver PC June 2007 - September 2009
Skills
Accounting, Auditing, GAAP, Financial Reporting, Tax Preparation, Internal Controls, Nonprofits, Financial Analysis
Education
Providence College 2002 — 2008
MBA, Bachelors, Accounting
MHS
MHS
MHS
KAF Financial Group September 2009 - Present
Braver PC June 2007 - September 2009
Skills
Accounting, Auditing, GAAP, Financial Reporting, Tax Preparation, Internal Controls, Nonprofits, Financial Analysis
Education
Providence College 2002 — 2008
MBA, Bachelors, Accounting
MHS
MHS
MHS
Bonnie Simmons Bonnie Simmons's KAF Financial Group Experience July 2014 - Present
Job Partner at KAF Financial Group
Industry Accounting
Experience
KAF Financial Group July 2014 - Present
KAF Financial Group August 2010 - Present
RSM McGladrey September 1988 - May 2010
McGladrey & Pullen September 1988 - May 2010
Ziner, Kennedy & Lehan LLP September 1988 - May 2010
Kennedy & Lehan September 1988 - 2003
Meahl McNamara & Co. May 1985 - September 1989
meahl mcnamara 1985 - 1987
meahl mcnamara 1985 - 1987
Skills
GAAP, Tax, Business Valuation, Internal Controls, US GAAP, CPA, Corporate Tax, Tax Research, Accounting, Tax Preparation, Income Tax, Auditing, SEC filings, Tax Accounting, Financial Reporting, External Audit, Tax Returns, Partnership Taxation, QuickBooks, Financial Statements, Assurance, Fixed Assets, Cash Flow, Accountants, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, International Tax, S Corporations, Tax Advisory, General Ledger, Account Reconciliation, Forensic Accounting, Valuation, Financial Analysis
Education
University of Massachusetts Boston 1981 — 1985
Bachelor of Science (BS), Business Adminstration - Accounting
KAF Financial Group July 2014 - Present
KAF Financial Group August 2010 - Present
RSM McGladrey September 1988 - May 2010
McGladrey & Pullen September 1988 - May 2010
Ziner, Kennedy & Lehan LLP September 1988 - May 2010
Kennedy & Lehan September 1988 - 2003
Meahl McNamara & Co. May 1985 - September 1989
meahl mcnamara 1985 - 1987
meahl mcnamara 1985 - 1987
Skills
GAAP, Tax, Business Valuation, Internal Controls, US GAAP, CPA, Corporate Tax, Tax Research, Accounting, Tax Preparation, Income Tax, Auditing, SEC filings, Tax Accounting, Financial Reporting, External Audit, Tax Returns, Partnership Taxation, QuickBooks, Financial Statements, Assurance, Fixed Assets, Cash Flow, Accountants, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, International Tax, S Corporations, Tax Advisory, General Ledger, Account Reconciliation, Forensic Accounting, Valuation, Financial Analysis
Education
University of Massachusetts Boston 1981 — 1985
Bachelor of Science (BS), Business Adminstration - Accounting
Jonathan Berman's KAF Financial Group Experience September 2011 - August 2013
Job Senior Tax Associate at Morris & Morris, P.C., CPA's
Industry Accounting
Experience
Morris & Morris, P.C., CPA's November 2014 - Present
Sharkansky LLP September 2013 - May 2014
KAF Financial Group September 2011 - August 2013
Kevin P Martin & Associates, P.C. January 2005 - September 2011
Stop & Shop March 1999 - January 2004
Wallace's Bookstores Inc December 1996 - January 1999
Skills
Tax Accounting, Tax, Tax Research, Accounting, Tax Returns, Tax Preparation, CPA, Corporate Tax, Income Tax, State Tax, Tax Law, Partnership Taxation, Financial Reporting
Education
Bridgewater State College 2004 — 2005
Master's Degree
University of Massachusetts, Amherst 1983 — 1989
Bachelor's Degree
Morris & Morris, P.C., CPA's November 2014 - Present
Sharkansky LLP September 2013 - May 2014
KAF Financial Group September 2011 - August 2013
Kevin P Martin & Associates, P.C. January 2005 - September 2011
Stop & Shop March 1999 - January 2004
Wallace's Bookstores Inc December 1996 - January 1999
Skills
Tax Accounting, Tax, Tax Research, Accounting, Tax Returns, Tax Preparation, CPA, Corporate Tax, Income Tax, State Tax, Tax Law, Partnership Taxation, Financial Reporting
Education
Bridgewater State College 2004 — 2005
Master's Degree
University of Massachusetts, Amherst 1983 — 1989
Bachelor's Degree
B. Michael Cole B. Michael Cole's KAF Financial Group Experience November 2009 - October 2010
Job Tax Accountant at Fiduciary Trust Company
Industry Banking
Experience
Fiduciary Trust Company January 2012 - Present
Edwards Wildman Palmer LLP October 2010 - December 2011
KAF Financial Group November 2009 - October 2010
Ropes & Gray LLP November 1999 - November 2009
Skills
Enrolled Agent, Tax Services for High...
Education
Northeastern University 1981 — 1986
Bachelor of Science (B.S.), Accounting
Fiduciary Trust Company January 2012 - Present
Edwards Wildman Palmer LLP October 2010 - December 2011
KAF Financial Group November 2009 - October 2010
Ropes & Gray LLP November 1999 - November 2009
Skills
Enrolled Agent, Tax Services for High...
Education
Northeastern University 1981 — 1986
Bachelor of Science (B.S.), Accounting
Kimberly Benevides, CPA, MST's KAF Financial Group Experience September 2011 - September 2015
Job Supervisor KLR
Industry Accounting
Experience
KLR September 2015 - Present
KAF Financial Group September 2011 - September 2015
Piccerelli, Gilstein, & Co. January 2008 - September 2011
James A. George, P.C. June 2007 - December 2007
Putnam Investments 2006 - 2007
Windmill Cycles 2000 - 2006
Skills
Financial Analysis, Auditing, US GAAP, Accounting, Financial Reporting, Corporate Tax Planning, Corporate Tax, Income Tax, Nonprofit Consulting, Business Management, Customer Relations, Microsoft Office, Internal Controls, Tax Research, Financial Accounting, Tax Preparation, CPA, GAAP, Customer Service, Financial Statements, Tax, Tax Accounting, Tax Returns, SEC filings, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Taxation
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Accounting
KLR September 2015 - Present
KAF Financial Group September 2011 - September 2015
Piccerelli, Gilstein, & Co. January 2008 - September 2011
James A. George, P.C. June 2007 - December 2007
Putnam Investments 2006 - 2007
Windmill Cycles 2000 - 2006
Skills
Financial Analysis, Auditing, US GAAP, Accounting, Financial Reporting, Corporate Tax Planning, Corporate Tax, Income Tax, Nonprofit Consulting, Business Management, Customer Relations, Microsoft Office, Internal Controls, Tax Research, Financial Accounting, Tax Preparation, CPA, GAAP, Customer Service, Financial Statements, Tax, Tax Accounting, Tax Returns, SEC filings, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Taxation
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Accounting
Allison Spiegel, CPA's KAF Financial Group Experience January 2010 - July 2010
Job Senior Tax Analyst UTC
Industry Accounting
Experience
United Technologies September 2014 - Present
Fiondella, Milone & LaSaracina LLP (FML) August 2011 - September 2014
Capossela, Cohen, LLC July 2010 - July 2011
KAF Financial Group January 2010 - July 2010
Skills
Financial Reporting, Accounting, Tax Accounting, Corporate Tax, Income Tax, Tax, QuickBooks, Auditing, General Ledger, Tax Preparation, GAAP, Account Reconciliation, Fixed Assets, Tax Returns, Financial Accounting, Journal Entries, Tax Research
Education
Southern Connecticut State University 2010 — 2012
MBA, Accounting
Bryant University 2005 — 2009
Bachelor of Science, Accounting
United Technologies September 2014 - Present
Fiondella, Milone & LaSaracina LLP (FML) August 2011 - September 2014
Capossela, Cohen, LLC July 2010 - July 2011
KAF Financial Group January 2010 - July 2010
Skills
Financial Reporting, Accounting, Tax Accounting, Corporate Tax, Income Tax, Tax, QuickBooks, Auditing, General Ledger, Tax Preparation, GAAP, Account Reconciliation, Fixed Assets, Tax Returns, Financial Accounting, Journal Entries, Tax Research
Education
Southern Connecticut State University 2010 — 2012
MBA, Accounting
Bryant University 2005 — 2009
Bachelor of Science, Accounting
Susan Mulford Susan Mulford's KAF Financial Group Experience December 1996 - Present
Job HR Manager at KAF Financial Group
Industry Accounting
Experience
KAF Financial Group December 1996 - Present
Bridgewater State University 2010 - 2015
Northrop Grumman Corporation August 1982 - December 1996
Child World October 1979 - August 1982
Skills
College Recruiting, Full-cycle Recruiting, Employee Relations, Employee Benefits, Human Resources..., HR Consulting, Payroll, Organizational..., Human Resources, PeopleSoft, Deferred Compensation, Benefits Administration, Succession Planning, Affirmative Action, Hiring, Talent Management, HR Policies, Onboarding, SDLC, Performance Management, Resume Writing, Technical Recruiting, Personnel Management, Talent Acquisition, Recruiting, Applicant Tracking..., Interviews, HRIS, Employee Training, Employee Engagement, Sourcing, Employment Law, Executive Search, Training, Labor Relations, Staffing Services, New Hire Orientations, Career Counseling, Career Development, Temporary Placement, Leadership Development, Internet Recruiting, Employee Handbooks, ADP Payroll, Conflict Resolution, Temporary Staffing, Screening Resumes, Compensation & Benefit, Interview Preparation, Benefits Negotiation
Education
Northeastern University 1992 — 1996
Associates, Human Resources
KAF Financial Group December 1996 - Present
Bridgewater State University 2010 - 2015
Northrop Grumman Corporation August 1982 - December 1996
Child World October 1979 - August 1982
Skills
College Recruiting, Full-cycle Recruiting, Employee Relations, Employee Benefits, Human Resources..., HR Consulting, Payroll, Organizational..., Human Resources, PeopleSoft, Deferred Compensation, Benefits Administration, Succession Planning, Affirmative Action, Hiring, Talent Management, HR Policies, Onboarding, SDLC, Performance Management, Resume Writing, Technical Recruiting, Personnel Management, Talent Acquisition, Recruiting, Applicant Tracking..., Interviews, HRIS, Employee Training, Employee Engagement, Sourcing, Employment Law, Executive Search, Training, Labor Relations, Staffing Services, New Hire Orientations, Career Counseling, Career Development, Temporary Placement, Leadership Development, Internet Recruiting, Employee Handbooks, ADP Payroll, Conflict Resolution, Temporary Staffing, Screening Resumes, Compensation & Benefit, Interview Preparation, Benefits Negotiation
Education
Northeastern University 1992 — 1996
Associates, Human Resources
Rebecca Hoover, MST Rebecca Hoover, MST's KAF Financial Group Experience October 2011 - Present
Job Tax Staff Associate II at Kirkland Albrecht & Fredrickson
Industry Accounting
Experience
KAF Financial Group October 2011 - Present
Humboldt Storage & Moving May 2011 - September 2011
Permal Asset Management January 2010 - May 2010
Grant Thornton September 2009 - December 2009
Social Security Law Group May 2008 - September 2009
Skills
Accounting, Tax, Corporate Tax, Tax Preparation, Income Tax, Tax Returns, Financial Reporting, Financial Accounting, GAAP, Tax Accounting, Financial Statements, Fixed Assets, Microsoft Excel, Microsoft Word, Outlook, Forensic Accounting, Small Business, PowerPoint, External Audit, Microsoft Office, Auditing, US GAAP
Education
Northeastern University 2011 — 2013
Master of Science, Taxation
Stonehill College 2007 — 2011
Bachelor of Science in Business Administration, Accounting
KAF Financial Group October 2011 - Present
Humboldt Storage & Moving May 2011 - September 2011
Permal Asset Management January 2010 - May 2010
Grant Thornton September 2009 - December 2009
Social Security Law Group May 2008 - September 2009
Skills
Accounting, Tax, Corporate Tax, Tax Preparation, Income Tax, Tax Returns, Financial Reporting, Financial Accounting, GAAP, Tax Accounting, Financial Statements, Fixed Assets, Microsoft Excel, Microsoft Word, Outlook, Forensic Accounting, Small Business, PowerPoint, External Audit, Microsoft Office, Auditing, US GAAP
Education
Northeastern University 2011 — 2013
Master of Science, Taxation
Stonehill College 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Kim Pierrot Kim Pierrot's KAF Financial Group Experience January 2012 - July 2012
Job Advertising Project Coordinator at The Charlotte Observer
Industry Marketing and Advertising
Experience
The Charlotte Observer September 2012 - Present
KAF Financial Group January 2012 - July 2012
Intirion Corporation-wholly owned subsidiary of Danby September 2011 - December 2011
Trib Total Media September 2010 - May 2011
Star Homes January 2005 - August 2010
Millcreek Mall May 2009 - August 2009
Skills
Administration, Marketing Research, Social Media Marketing, Event Marketing, Event Planning, Presentation Development, Order Processing, Trade Show Management, Organizing, Direct Mail, PowerPoint, Contests, Social Networking, Attention To Detail, Excel, Word, Outlook, Mac, Google Analytics, Microsoft Word, Marketing, Trade Shows, Online Marketing, Social Media, Newsletters, Market Research, Marketing Strategy, Customer Service, Salesforce.com, Retail, Facebook, Advertising Sales, Web Marketing, Business Development, Research, Advertising, System Administration, Corporate Communications, Media Planning, Adobe Acrobat, Microsoft Excel, Marketing Communications, Email Marketing, Online Advertising, Account Management, Public Relations, Newspapers, Press Releases, YouTube, New Business Development
Education
Grove City College 2006 — 2010
B.S., Marketing Management
The Charlotte Observer September 2012 - Present
KAF Financial Group January 2012 - July 2012
Intirion Corporation-wholly owned subsidiary of Danby September 2011 - December 2011
Trib Total Media September 2010 - May 2011
Star Homes January 2005 - August 2010
Millcreek Mall May 2009 - August 2009
Skills
Administration, Marketing Research, Social Media Marketing, Event Marketing, Event Planning, Presentation Development, Order Processing, Trade Show Management, Organizing, Direct Mail, PowerPoint, Contests, Social Networking, Attention To Detail, Excel, Word, Outlook, Mac, Google Analytics, Microsoft Word, Marketing, Trade Shows, Online Marketing, Social Media, Newsletters, Market Research, Marketing Strategy, Customer Service, Salesforce.com, Retail, Facebook, Advertising Sales, Web Marketing, Business Development, Research, Advertising, System Administration, Corporate Communications, Media Planning, Adobe Acrobat, Microsoft Excel, Marketing Communications, Email Marketing, Online Advertising, Account Management, Public Relations, Newspapers, Press Releases, YouTube, New Business Development
Education
Grove City College 2006 — 2010
B.S., Marketing Management
Jennifer Gugliotti Jennifer Gugliotti's KAF Financial Group Experience January 2003 - May 2005
Job AVP & Counsel, Corporate Law, Governance & Intellectual Property at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2005 - October 2010
KAF Financial Group January 2003 - May 2005
Massachusetts Appellate Tax Board 2002 - 2002
Melick Porter and Shea December 2000 - September 2001
Skills
Wealth Management, Estate Planning, Tax, Mutual Funds, Retirement, Insurance
Education
Harvard Law School
Program on Negotiation
Boston University School of Law 2002 — 2003
LLM, Taxation
Suffolk University Law School 1997 — 2000
JD
University of Massachusetts, Amherst 1995 — 1997
BA, Legal Studies, Political Science
University of South Carolina-Columbia 1993 — 1995
International Studies
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
John Hancock Life Insurance Company (U.S.A.) June 2005 - October 2010
KAF Financial Group January 2003 - May 2005
Massachusetts Appellate Tax Board 2002 - 2002
Melick Porter and Shea December 2000 - September 2001
Skills
Wealth Management, Estate Planning, Tax, Mutual Funds, Retirement, Insurance
Education
Harvard Law School
Program on Negotiation
Boston University School of Law 2002 — 2003
LLM, Taxation
Suffolk University Law School 1997 — 2000
JD
University of Massachusetts, Amherst 1995 — 1997
BA, Legal Studies, Political Science
University of South Carolina-Columbia 1993 — 1995
International Studies
Andrew Pantuosco, CPA Andrew Pantuosco, CPA's KAF Financial Group Experience January 2014 - Present
Job Senior Tax Accountant at KAF Financial Group
Industry Accounting
Experience
KAF Financial Group January 2014 - Present
Novogradac & Company LLP November 2011 - December 2013
Skills
Audit, Tax, Financial Reporting, Tax Preparation, Financial Statements, General Ledger, Tax Accounting, Financial Modeling, Forecasting, US GAAP, CPA, Income Tax, Budgets, Real Estate Transactions, Renewable Energy Credits, New Markets Tax Credits, Affordable Housing, Community Development, Historic Rehabilitation..., LIHTC, Accounting, Partnership Taxation
Education
Bryant University 2010 — 2011
Master of Professional Accountancy, Accounting
Bryant University 2007 — 2010
Bachelor of Science, Business Administration; Accounting
KAF Financial Group January 2014 - Present
Novogradac & Company LLP November 2011 - December 2013
Skills
Audit, Tax, Financial Reporting, Tax Preparation, Financial Statements, General Ledger, Tax Accounting, Financial Modeling, Forecasting, US GAAP, CPA, Income Tax, Budgets, Real Estate Transactions, Renewable Energy Credits, New Markets Tax Credits, Affordable Housing, Community Development, Historic Rehabilitation..., LIHTC, Accounting, Partnership Taxation
Education
Bryant University 2010 — 2011
Master of Professional Accountancy, Accounting
Bryant University 2007 — 2010
Bachelor of Science, Business Administration; Accounting
Conor M. Flanagan, CPA's KAF Financial Group Experience October 2010 - Present
Job at KAF Financial Group
Industry Accounting
Experience
KAF Financial Group October 2010 - Present
Bonanno, Savino & Davies, P.C. December 2004 - October 2010
Skills
Tax Preparation, Corporate Tax, Tax, GAAP, Tax Accounting, Accounting, Tax Research, US GAAP, Financial Reporting, QuickBooks, Income Tax, Tax Returns, Financial Accounting, Internal Controls, Auditing, General Ledger, Fixed Assets, Financial Analysis, Partnership Taxation, CCH ProSystem fx
Education
Saint Anselm College 2000 — 2004
B.A., Accounting
KAF Financial Group October 2010 - Present
Bonanno, Savino & Davies, P.C. December 2004 - October 2010
Skills
Tax Preparation, Corporate Tax, Tax, GAAP, Tax Accounting, Accounting, Tax Research, US GAAP, Financial Reporting, QuickBooks, Income Tax, Tax Returns, Financial Accounting, Internal Controls, Auditing, General Ledger, Fixed Assets, Financial Analysis, Partnership Taxation, CCH ProSystem fx
Education
Saint Anselm College 2000 — 2004
B.A., Accounting
Corey McCusker, CPA's KAF Financial Group Experience January 2010 - Present
Job Audit Supervisor at KAF Financial Group
Industry Accounting
Experience
KAF Financial Group January 2010 - Present
Skills
Financial Reporting, Internal Controls, GAAP, Financial Accounting, Accounting, US GAAP, Income Tax, Microsoft Office, Tax, PowerPoint, Corporate Tax, Financial Analysis, Auditing
Education
Boston College 2005 — 2009
B.S., Accounting
KAF Financial Group January 2010 - Present
Skills
Financial Reporting, Internal Controls, GAAP, Financial Accounting, Accounting, US GAAP, Income Tax, Microsoft Office, Tax, PowerPoint, Corporate Tax, Financial Analysis, Auditing
Education
Boston College 2005 — 2009
B.S., Accounting
Michael Hinchey's KAF Financial Group Experience October 2007 - Present
Job Director at Kirkland Albrecht & Fredrickson, LLC
Industry Accounting
Experience
KAF Financial Group October 2007 - Present
RSM McGladrey August 2000 - October 2007
Mullen & Company June 1984 - August 2000
Skills
Tax, Tax Research, Income Tax, Corporate Tax, Tax Preparation, Tax Returns, CPA, US GAAP, GAAP, Tax Accounting, Auditing, Internal Controls, Accounting, Financial Reporting, Partnership Taxation, SEC filings
Education
Boston University School of Law
LLM
Suffolk University Law School
JD
University of Notre Dame
Art & Science
KAF Financial Group October 2007 - Present
RSM McGladrey August 2000 - October 2007
Mullen & Company June 1984 - August 2000
Skills
Tax, Tax Research, Income Tax, Corporate Tax, Tax Preparation, Tax Returns, CPA, US GAAP, GAAP, Tax Accounting, Auditing, Internal Controls, Accounting, Financial Reporting, Partnership Taxation, SEC filings
Education
Boston University School of Law
LLM
Suffolk University Law School
JD
University of Notre Dame
Art & Science
Kristen DiFolco, CPA's KAF Financial Group Experience November 2010 - December 2012
Job Supervisor Small and Emerging Business Group at KLR
Industry Accounting
Experience
KLR, one of the largest accounting firms in New England December 2012 - April 2015
KAF Financial Group November 2010 - December 2012
McGladrey (formerly Caturano and Company, P.C.) September 2007 - October 2010
Deloitte January 2006 - May 2006
KLR January 2005 - June 2005
Gilbane Building Company May 2004 - September 2004
Skills
Accounting, Financial Reporting, QuickBooks, Tax, Corporate Tax, Income Tax, Tax Preparation, Financial Accounting, Tax Returns, US GAAP, Tax Accounting, Fixed Assets, General Ledger, CPA, Small Business, Private Companies, Family Business, Owner-managed businesses
Education
Northeastern University 2002 — 2007
BSBA, Accounting
Sonoma State University 2012 — 2014
Wine Business Management Certificate
North Providence High School 1998 — 2002
KLR, one of the largest accounting firms in New England December 2012 - April 2015
KAF Financial Group November 2010 - December 2012
McGladrey (formerly Caturano and Company, P.C.) September 2007 - October 2010
Deloitte January 2006 - May 2006
KLR January 2005 - June 2005
Gilbane Building Company May 2004 - September 2004
Skills
Accounting, Financial Reporting, QuickBooks, Tax, Corporate Tax, Income Tax, Tax Preparation, Financial Accounting, Tax Returns, US GAAP, Tax Accounting, Fixed Assets, General Ledger, CPA, Small Business, Private Companies, Family Business, Owner-managed businesses
Education
Northeastern University 2002 — 2007
BSBA, Accounting
Sonoma State University 2012 — 2014
Wine Business Management Certificate
North Providence High School 1998 — 2002
Popi Barrett, CPA's KAF Financial Group Experience August 2005 - Present
Job Tax Manager at Kirkland Albrecht & Fredrickson
Industry Accounting
Experience
KAF Financial Group August 2005 - Present
Newburg & Company 1997 - 2005
Skills
Tax, Tax Preparation, Income Tax, Tax Returns, Tax Research, Corporate Tax, CPA, GAAP, Tax Accounting, SEC filings, US GAAP, Accounting, Partnership Taxation
Education
Bentley University 1998 — 2000
MST
Boston University Questrom School of Business 1992 — 1996
BS, Accounting
KAF Financial Group August 2005 - Present
Newburg & Company 1997 - 2005
Skills
Tax, Tax Preparation, Income Tax, Tax Returns, Tax Research, Corporate Tax, CPA, GAAP, Tax Accounting, SEC filings, US GAAP, Accounting, Partnership Taxation
Education
Bentley University 1998 — 2000
MST
Boston University Questrom School of Business 1992 — 1996
BS, Accounting
Patrick Morton, CPA, MST's KAF Financial Group Experience September 2014 - Present
Job Senior Accountant at KAF Financial Group
Industry Accounting
Experience
KAF Financial Group September 2014 - Present
Levine, Caufield, Martin & Goldberg, PC September 2011 - August 2014
Watermark Donut Company May 2010 - September 2011
Education
Bentley University 2012 — 2014
Master of Science (M.S.), Taxation
College of the Holy Cross 2005 — 2009
BA, Economics-Accounting
KAF Financial Group September 2014 - Present
Levine, Caufield, Martin & Goldberg, PC September 2011 - August 2014
Watermark Donut Company May 2010 - September 2011
Education
Bentley University 2012 — 2014
Master of Science (M.S.), Taxation
College of the Holy Cross 2005 — 2009
BA, Economics-Accounting
Ronald Zullo's KAF Financial Group Experience July 2000 - November 2001
Job Owner, Ronald C. Zullo, CPA
Industry Accounting
Experience
Ronald C. Zullo, CPA October 2002 - Present
Northeastern University 2006 - Present
Levine, Katz, Nannis + Solomon, PC November 2001 - September 2002
KAF Financial Group July 2000 - November 2001
Deloitte July 1998 - July 1999
Parent, McLaughlin & Nangle, CPAs September 1994 - June 1998
Trans National Communications, Inc. June 1992 - June 1994
Arthur Andersen & Company December 1989 - June 1992
Skills
Tax Preparation, Tax, Income Tax, Corporate Tax, Accounting, Partnership Taxation, Financial Reporting, Financial Accounting, GAAP, CPA, General Ledger, QuickBooks, Tax Research, Financial Statements, Tax Returns, Auditing, Tax Advisory, Payroll Taxes, Account Reconciliation, Managerial Finance
Education
Bentley University 1991 — 1993
Master of Science Taxation
Bentley University 1985 — 1989
Bachelor of Science Accountancy
Ronald C. Zullo, CPA October 2002 - Present
Northeastern University 2006 - Present
Levine, Katz, Nannis + Solomon, PC November 2001 - September 2002
KAF Financial Group July 2000 - November 2001
Deloitte July 1998 - July 1999
Parent, McLaughlin & Nangle, CPAs September 1994 - June 1998
Trans National Communications, Inc. June 1992 - June 1994
Arthur Andersen & Company December 1989 - June 1992
Skills
Tax Preparation, Tax, Income Tax, Corporate Tax, Accounting, Partnership Taxation, Financial Reporting, Financial Accounting, GAAP, CPA, General Ledger, QuickBooks, Tax Research, Financial Statements, Tax Returns, Auditing, Tax Advisory, Payroll Taxes, Account Reconciliation, Managerial Finance
Education
Bentley University 1991 — 1993
Master of Science Taxation
Bentley University 1985 — 1989
Bachelor of Science Accountancy
Edward Berardi, CPA , J.D.'s KAF Financial Group Experience November 2008 - Present
Job Shareholder Tax Services
Industry Accounting
Experience
KAF Financial Group November 2008 - Present
Newton, Ma. January 2003 - November 2008
Wayland, Ma January 1986 - January 2002
Education
New England School of Law 1979 — 1983
Doctor of Law (J.D.)
Northeastern University 1974 — 1979
Bachelor of Science (B.S.), Accounting
KAF Financial Group November 2008 - Present
Newton, Ma. January 2003 - November 2008
Wayland, Ma January 1986 - January 2002
Education
New England School of Law 1979 — 1983
Doctor of Law (J.D.)
Northeastern University 1974 — 1979
Bachelor of Science (B.S.), Accounting
Marylou McDermott's KAF Financial Group Experience 2003 - 2006
Job Bookkeeper at Watkin Osorio Dental Associates DDS PC
Industry Accounting
Experience
Watkin Osorio Dental Associates DDS PC August 2006 - Present
KAF Financial Group 2003 - 2006
Emerson & Cuming Composite Materials 1998 - 2003
KAF Financial Group 1996 - 1998
Education
Northeastern University 1993 — 1998
Bachelor of Science (BS), Accounting
Watkin Osorio Dental Associates DDS PC August 2006 - Present
KAF Financial Group 2003 - 2006
Emerson & Cuming Composite Materials 1998 - 2003
KAF Financial Group 1996 - 1998
Education
Northeastern University 1993 — 1998
Bachelor of Science (BS), Accounting