KPMG Company
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Customer service: 810 800 5555 5522 Subsidiaries: KPMG Canada, KPMG India Private Limited, Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
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KPMG Employees
KPMG January 1996 - Present
NYNEX Mobile December 1990 - January 1996
NYNEX Mobile January 1990 - December 1995
Skills
IT Audit, Vulnerability Assessment, Business Continuity, Governance, ISO 27001, Disaster Recovery, PCI DSS, Enterprise Risk..., IT Management, Risk Management, Computer Security, ITIL, Security Awareness, COBIT, Network Security, Enterprise Architecture, Data Privacy
Education
City University of New York-Baruch College 1988 — 1990
MS, Education
Marist College 1981 — 1985
BS, Education
GCM Grosvenor November 2014 - Present
Credit Suisse January 2007 - November 2014
Evercore Partners September 2004 - December 2006
Resurgence Asset Management LLC February 2003 - September 2004
KPMG September 1997 - January 2003
Skills
Investments, Private Equity, Tax, Accounting, Hedge Funds, Financial Analysis, Asset Management, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA)
KPMG October 2014 - Present
KPMG June 2013 - September 2014
HSBC July 2011 - May 2013
New York County District Attorney's Office September 2007 - July 2011
Bear Stearns June 2006 - August 2006
Skills
Risk Management, Fraud, OFAC, AML, Securities, Bank Secrecy Act, KYC, Private Investigations, Investigation, USA PATRIOT Act, Equities, Financial Risk, Due Diligence, Financial Analysis, Anti Money Laundering, Internal Controls, Sanction, Financial Regulation, Anti-corruption, Finance, Forensic Analysis, Risk Assessment, Internal Audit, Derivatives, Fraud Detection, FCPA, Internal Investigations
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Macaulay Honors College, CUNY 2003 — 2007
Bachelor, Business Administration; Finance and Investments; Studies
Universite Jean Moulin Lyon
Diploma; Areas of, European Economics, International Law and Business Agreements
Capital Accountants LLC November 2008 - Present
KPMG July 1998 - April 2010
Ernst & Young September 1988 - June 1998
Skills
Private Equity, Hedge Funds, Investments, High Net Worth..., Tax Reporting, Alternative Investments, Venture Capital, Asset Management, Equities, Fund Of Funds, Due Diligence, Tax, Corporate Finance, Mutual Funds, Valuation, Accounting, Financial Analysis, Management
Education
Fordham Gabelli School of Business 1989 — 1992
MST, Taxation
City University of New York-Baruch College 1987 — 1988
BBA, Accounting
The University of North Dakota 1982 — 1986
none, Accounting
GF Central HS 1980 — 1982
KPMG September 2010 - Present
BNP Paribas November 2007 - October 2009
Merrill Lynch December 2006 - November 2007
Morgan Stanley January 2005 - December 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Financial Analysis, Equities, Sales, Derivatives, Nonprofits, Fixed Income, Team Building, Event Management, Event Planning
Education
Baruch College 2009 — 2010
Executive Master in Finance, Finance
European School of Economics/New York University 2003 — 2004
Master of Business Administration (MBA), International Business and Investments
CohnReznick LLP June 2011 - Present
KPMG January 2008 - May 2011
KPMG July 2006 - January 2008
Eisner & Lubin January 2005 - June 2006
Skills
Accounting, CPA, GAAP, Financial Statements, Private Equity, Real Estate, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Assurance, Consolidation, Fund Of Funds, Due Diligence, Financial Audits
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
MS, Real Estate
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
KPMG January 2014 - March 2014
Gettry Marcus CPA, P.C. February 2013 - December 2013
Dada Tex USA Trading Co., LTD September 2007 - December 2008
Skills
Accounting, Tax, Tax Preparation, Tax Accounting, Auditing, QuickBooks, Tax Returns, Income Tax, Financial Accounting
Education
Baruch College 2012 — 2015
Masters in Taxation
Independence Care System March 2013 - Present
EmblemHealth March 2010 - February 2013
EmblemHealth March 2007 - February 2010
EmblemHealth February 1999 - March 2007
Planned Parenthood NYC 1997 - 1998
Goldstein Golub Kessler 1995 - 1997
KPMG 1993 - 1995
Skills
Budgets, Forecasting, Financial Analysis, Financial Modeling, Process Improvement, Financial Reporting, Variance Analysis, Managed Care, Sarbanes-Oxley Act, Health Insurance, General Accounting, Training and Development, Trend analysis, Hyperion Planning, Leadership, Finance, Internal Controls, Auditing, Accounts Receivable, PeopleSoft, Accounting
Education
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts (B.A.), Economics
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Accounting
Sullivan, Cotter and Associates, Inc. 2013 - Present
Avaya March 2011 - August 2012
IAC June 2006 - April 2011
Integrated Healthcare Strategies 2005 - 2006
Claymore Consulting 2004 - 2005
Premier 2001 - 2004
Mariner 2000 - 2001
Deloitte 1995 - 2000
KPMG 1989 - 1994
Skills
Executive Pay, Deferred Compensation, Employee Benefits, Mergers, HRIS, Performance Management, Succession Planning, Incentive Programs, Talent Management, Employee Relations, Sales Compensation, Management, Mergers & Acquisitions, Applicant Tracking..., Human Resources, Analysis, Payroll, Benefits Administration, Personnel Management, Leadership, Finance, HR Consulting, Program Management, Compensation & Benefit, Organizational Design
Education
Baruch College, City University of New York (CUNY) 1987 — 1989
MBA, Accounting
Syracuse University 1981 — 1985
Bachelor of Science (BS), Biology, General
Governor Livingston High School 1977 — 1981
HS diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Marcum LLP January 2014 - Present
MBAF CPAs, LLC. 2009 - January 2014
Cornick, Garber & Sandler, LLP 2005 - 2009
Hamilton & Rose, CPAs 1996 - 2003
KPMG 1988 - 1995
Skills
GAAP, Networking, Income Tax, Accounting, Tax, Corporate Tax, ProSystem fx Tax, Tax Returns, Tax Preparation, High Net Worth..., S Corporations, International Tax, Tax Accounting, Internal Controls
Education
Baruch College
MBA, Accounting
Baruch College 1984 — 1986
BBA, Summa Cum Laude, Management Science
KPMG June 2014 - Present
Instinet Incorporated November 2013 - May 2014
Manhattan Tax and Financial Planning January 2013 - April 2013
Skills
Microsoft Word, Access, QuickBooks, Research, PowerPoint, Financial Analysis, Teamwork, Outlook, Tax, Time Management, Microsoft Office, Social Media, Analysis, Finance, Public Speaking
Education
Baruch College 2009 — 2016
Bachelor of Business Administration (BBA), Accounting
Townsend Harris High School 2008 — 2012
Honors Regents Diploma
Deloitte April 2012 - Present
The Siegfried Group March 2010 - March 2012
AGY Associates LLC March 2009 - March 2010
Citi Group October 2006 - March 2009
KPMG October 2003 - October 2006
Ernst & Young June 2000 - August 2003
Skills
Accounting, Auditing, IFRS, Internal Audit, Sarbanes-Oxley Act, Internal Controls, US GAAP, Finance, GAAP, Corporate Finance, Budgets, Financial Audits, Account Reconciliation, Financial Reporting, General Ledger, Financial Analysis
Education
City University of New York-Baruch College 1999 — 2001
BBA, Accounting
St. Augustines College
KPMG July 2014 - Present
KPMG June 2013 - August 2013
Spencer Trask January 2013 - May 2013
Warburg Pincus May 2012 - August 2012
Parker Waichman Alonso LLP May 2009 - September 2011
Atlantic Services Group, Inc. September 2009 - November 2010
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, QuickBooks, Access, Financial Analysis, Auditing, Financial Accounting, Financial Reporting, Accounting
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (150 Credits/CPA Eligible), Accounting
The George Washington University - School of Business 2009 — 2011
Accounting
KPMG US October 2014 - Present
KPMG April 2012 - September 2014
Berkshire Property Advisors January 2011 - April 2012
Gerson Lehrman Group October 2008 - January 2011
Lehman Brothers January 2007 - October 2008
University Physicians, Inc June 2005 - January 2007
Skills
Human Resources, HRIS, PeopleSoft, Employee Relations, Talent Management, Talent Acquisition, Onboarding, Performance Management, Applicant Tracking..., Employee Benefits, Recruiting
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, International Business, Management - Human Resources
Loyola University Maryland 2001 — 2005
B.A., Psychology, minor in Business
KPMG US September 2015 - Present
KPMG June 2014 - August 2014
Boston College September 2013 - December 2013
Moody's Corporation June 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Financial Analysis, QuickBooks
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Accounting
Boston College - Carroll School of Management 2010 — 2014
Bachelor’s Degree, Accounting, Cum Laude
Marymount School of New York 2006 — 2010
KPMG June 2011 - Present
New York City Law Department May 2008 - June 2013
Skills
Microsoft Excel, Accounting
Education
Baruch College 2008 — 2013
Master’s Degree, Accounting
AMC Networks April 2014 - Present
KPMG March 2012 - April 2014
Coty Inc June 2008 - March 2012
Coty Inc September 2007 - June 2008
Skills
Compensation, Microsoft Excel, Employee Relations, Human Resources, Deferred Compensation, Onboarding, Talent Management, Succession Planning, HRIS, HR Policies, Interviews, Employee Engagement, New Hire Orientations, Personnel Management, Talent Acquisition, Recruiting, Organizational..., Performance Management, Employee Benefits, Teamwork, Training, Change Management, Organizational..., Employer Branding, Access, Compensation & Benefits, Ultipro, Workday, Taleo, SuccessFactors, Employee Recognition, Employee Referral..., Employee Training, Total Rewards Strategies, Total Reward Statements, OrgPlus, Compensation Structures, Compensation Strategies, Compensation Planning, Salary Surveys, CCP, Certified Compensation...
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
MS, Industrial/Organizational Psychology
City University of New York-Hunter College 2004 — 2008
BA, Psychology
KPMG June 2013 - Present
KPMG June 2015 - August 2015
KPMG June 2014 - August 2014
Armani Exchange November 2011 - June 2013
College Financial Aid Consultants February 2012 - May 2012
Skills
Networking, Presenter, Mentoring, Management, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, QuickBooks, Customer Service, Outlook, Time Management, Accounting, Teamwork, Financial Analysis, Access, Data Entry, Finance
Education
Baruch College 2011 — 2016
hses
hses
AIG June 2014 - Present
AIG September 2010 - June 2014
AIG June 2010 - September 2010
KPMG February 2008 - April 2009
KPMG June 2006 - February 2008
Mahoney Cohen March 2005 - August 2005
Skills
Corporate Tax, International Tax, Accounting, Tax Accounting, Corporate Finance, Tax Returns, Legal Compliance, Legal Writing, Tax Research, Legal Research, Westlaw, CCH Research, Microsoft Excel, Organizational Charts, Financial Analysis, Financial Reporting, Management, Tax
Education
New York Law School 2010 — 2013
Doctor of Law (J.D.)
Baruch College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting, Summa Cum Laude
KPMG August 2015 - Present
State Street December 2013 - July 2015
The Blackstone Group January 2013 - August 2013
U.S. Securities & Exchange Commission September 2012 - December 2012
New York City Business Integrity Commission June 2012 - August 2012
Condè Nast Publications January 2012 - May 2012
Live Nation Entertainment, Inc May 2008 - August 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Pivot Tables, Bloomberg Terminal, Financial Reporting, Analysis, Outlook, Cash Flow Reconciliation, Financial Statements, Investments, Fund Reconciliation, auditing, Financial Accounting, Auditing
Education
City University of New York-Baruch College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Wantagh High School 2004 — 2008
KPMG October 2012 - Present
IPG April 2010 - May 2012
ZGAS 2011 - 2012
KPMG August 2008 - June 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master, Accountancy
Plekhanov Russian Academy of Economics (REA) 2003 — 2008
Master, Finance
New York University
KPMG October 2010 - Present
KPMG October 2003 - September 2010
KPMG October 2001 - September 2003
Skills
Expatriate Management, International Tax, International Payroll, Global Mobility, Tax Advisory, Expatriate Tax, Big 4, Expatriate Cost..., Cross Border Tax..., Income Tax, Tax Accounting
Education
City University of New York-Baruch College 1994 — 1997
BBA, Accountancy
State of New York Office of the State Comptroller May 2014 - Present
KPMG August 2011 - May 2013
Bentley University September 2008 - May 2010
KPMG LLP June 2009 - July 2009
Bay Ridge Federal Credit Union July 2006 - May 2009
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, GAAP, Financial Analysis, US GAAP, Tax, Internal Controls, Tax Research, Financial Statements, CPA, Assurance, Microsoft Excel, Analysis, Financial Audits
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
Master of Science, Taxation
Bentley University 2006 — 2010
Bachelor of Science, Accountancy
Chartis Insurance September 2009 - October 2010
KPMG June 2008 - April 2009
KPMG June 2007 - August 2007
Citi Private Equity Services Inc September 2006 - May 2007
Credit Suisse May 2006 - August 2006
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
Oppenheimer & Co. Inc. May 2014 - August 2014
Morgen, Evan & Company March 2014 - May 2014
J.P. Morgan November 2013 - November 2013
Barclays Investment Bank November 2013 - November 2013
KPMG US April 2013 - August 2013
Goldman Sachs January 2013 - May 2013
Morgan Stanley March 2013 - March 2013
Baruch College January 2013 - January 2013
KPMG November 2012 - November 2012
Armadale Capital Inc August 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Outlook, Internal Controls, Sales, QuickBooks, Accounts Payable, Accounting, Account Reconciliation, Microsoft Office, Customer Service, Photoshop, Public Speaking, English, Peachtree, Spanish, Microsoft CRM, Advisement, Administrative..., Acoustic Guitar, Piano Playing, Drums, WACC, Free Cash Flow, Fina, Valuation, Critical Thinking, Problem Solving
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Baruch College (FLP)
KPMG September 2015 - Present
Baruch College - Weissman Center for International Business May 2012 - August 2015
KPMG US January 2015 - April 2015
Baker Tilly (formerly ParenteBeard) January 2014 - April 2014
Henry Street Settlement March 2013 - August 2013
Hellenic Army May 2011 - February 2012
Asdom S.A. September 2009 - February 2011
P.A.E. Egaleo August 2007 - June 2009
Education
Baruch College 2012 — 2015
Master of Business Administration (MBA), Accounting
University of Piraeus 2006 — 2010
Bachelor of Science (B.S.), Economics
KPMG September 2014 - Present
New York County District Attorney's Office May 2013 - May 2014
Skills
Teamwork, Tax, Financial Analysis, Financial Reporting, Public Speaking, Finance, Auditing, Social Media Marketing, Accounts Payable, Customer Service, Outlook, Data Entry, Account Reconciliation, Analysis, Bookkeeping, General Ledger, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Volcker, RCSA
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.79/4.0
SUNY Orange 2010 — 2012
Associate in Arts, Liberal Arts
Accume Partners January 2012 - Present
Credit Suisse January 2007 - December 2011
KPMG 1996 - 2007
AIG January 1994 - 1996
Chemical Bank 1992 - 1994
Peat Marwick Mitchell LLP 1990 - 1992
Skills
Risk Management, Governance, Enterprise Risk..., Internal Audit, Strategy, Information Technology, Management Consulting, IT Audit, Financial Services, Internal Controls, Financial Risk, IT Management, Management, Information Security, Program Management, Sarbanes-Oxley Act, Business Continuity, Project Portfolio..., Banking, Finance, Managerial Finance, Leadership, Project Accounting, Business Process..., IT Strategy, Project Delivery, Dodd-Frank, Business Process..., Due Diligence, Derivatives, Analysis, IT Portfolio, SSAE16, Team Management, Auditing, Change Management, SSAE 16, sailing, Chartering
Education
New York University - Leonard N. Stern School of Business
MBA, Management Information Systems
Baruch College 1986 — 1990
BBA, Economics
Planet Han Inc. May 2010 - Present
University Floral Design June 2002 - August 2003
Simpson and Company May 2001 - June 2002
Thomson Reuters March 1996 - May 2002
CBS News June 1994 - March 1996
KPMG October 1991 - June 1994
Skills
Budgets, Finance, Management Consulting, Business Planning, Program Management, Strategic Planning, Business Strategy, Microsoft Excel, Risk Management, Staff Development, Public Speaking, Financial Analysis, Start-ups, Strategy, Managerial Finance, Entrepreneurship
Education
Parson's Design 2003 — 2004
Certificate in Floral Design, Floral Design
Baruch College 1987 — 1991
BS, Accounting
KPMG July 2015 - Present
Goldman Sachs (via PRO Unlimited) November 2012 - July 2015
SIPWFL September 2010 - October 2014
KPMG June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Dick’s Sporting Goods July 2011 - November 2012
Pacheco & Associates April 2012 - October 2012
The Pet Company January 2009 - April 2011
Skills
Data Entry, Accounting, Telephone, Filing, QuickBooks, Microsoft Office, Mac OS X, Invoice Processing, Bill Payment, Email, Clerical Work, Retail
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master’s Degree, Taxation, 3.9
City University of New York-Baruch College 2010 — 2014
Accounting, 3.95
Monsignor Farrell High School 2006 — 2010
Advanced Regents Diploma, 96.15
KPMG US July 2015 - Present
KPMG US October 2013 - June 2015
KPMG June 2012 - January 2013
JPMorgan Chase October 2011 - October 2011
Euro RSCG Worldwide PR March 2011 - August 2011
KPMG May 2011 - May 2011
Queensborough Community College August 2009 - December 2009
NT Service December 2008 - April 2009
Skills
Auditing, PowerPoint, Account Reconciliation, Internal Controls, Accounting, Financial Statements, General Ledger, Internal Audit, QuickBooks
Education
City University of New York-Baruch College 2010 — 2013
Bachelor with 150 credits, Accounting and minor in Mathematics
United Healthcare May 2011 - Present
Deloitte & Touche November 2010 - February 2011
KPMG February 2007 - June 2010
OTI America May 2006 - February 2007
Egyptian Consulate - Economics and Commercial Office January 2006 - January 2007
Skills
Cross-functional Team..., Analysis, Risk Management, Marketing, Pharmaceutical Industry, Pricing, Financial Analysis, Management Consulting, Financial Modeling, Business Process..., Data Analysis, Process Improvement, Business Analysis, Strategy, Analytics
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration and Management, General
KPMG March 2014 - Present
PricewaterhouseCoopers December 2010 - March 2014
Standard and Poor's, Leveraged Commentary & Data June 2005 - August 2009
Tokio Marine August 2001 - May 2005
Skills
Financial Modeling, Capital Markets, Fixed Income, Data Analysis, Research, Bloomberg, Financial Analysis, Credit Analysis, Leveraged Finance, Management Consulting, Big 4, Strategy, Project Management, Equities, Account Reconciliation, Banking, Reporting & Analysis, High Yield Bonds, Workers' Compensation..., Analysis
Education
Webster University 2009 — 2010
Global MBA, International Business
City University of New York-Baruch College
BBA, Finance and Investment
PwC January 2015 - Present
FTI Consulting October 2012 - January 2015
SNH, CPA P.C. December 2010 - October 2012
Child Sight Foundation / Volunteer for Peace September 2009 - October 2009
KPMG February 2008 - August 2009
United Federation of Teachers July 2005 - December 2007
Skills
Tax, Auditing, Financial Reporting, QuickBooks, Corporate Tax, Financial Analysis, US GAAP, Photography, GoSystems, High Net Worth..., ProSeries, Due Diligence, REIT, Prosystem fx Engagement, Engagement CS, MS Office Suite, SALT
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
BBA, Accounting
Twitter April 2015 - Present
Trulia February 2015 - April 2015
KPMG October 2013 - January 2015
KPMG September 2011 - September 2013
KPMG June 2010 - August 2010
University of Maryland March 2009 - March 2010
The Washington Post June 2009 - August 2009
Delaware Investments, a member of the Macquarie Group May 2008 - August 2008
Skills
Leadership, Business Process, Management, Strategic Planning, Analysis, Accounting, Salesforce.com, DoubleClick for..., Project Management, Consulting, Tableau, Microsoft Excel, Business Process..., Microsoft Office, Vertica, SQL, Financial Analysis, Project Planning, Analytics, CRM, Problem Solving, Client Communication, PowerPoint, Change Management, Communication Skills, Program Management, Budgets, Management Consulting, SharePoint, Risk Management, Data Analysis, Strategy, Due Diligence, Business Strategy, Information Technology, Auditing, Finance
Education
University of Maryland College Park 2006 — 2010
Bachelor of Science, Accounting and Information Systems
Baruch College 2010 — 2011
Masters of Science, Accounting
IDEA NUOVA INC. September 2013 - Present
Rapid Realty July 2013 - Present
CFY November 2012 - May 2013
Advanced Electric, Inc April 2008 - November 2012
KPMG November 2010 - September 2011
Rosen Seymour Shapss Martin & Company LLP August 2005 - April 2008
Skills
Financial Reporting, Audit, Auditing, Accounting, Accounts Payable, Bank Reconciliation, Tax Preparation, Interaction with clients, Word, Excel, Social Media, Pro System FX, Engagement Manager, Fund EZ, Expense Watch, PowerPoint, Tax, Microsoft Excel, Microsoft Word, Finance, Corporate Tax, Fund Accounting, Tax Accounting, Real Estate, Rentals, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Property Management, Residential Homes, Relocation, Selling, Listings, Marketing, Negotiation, Account Reconciliation, QuickBooks, Journal Entries, Letters of Credit, Wire Transfers, Sales
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
BBA, Accounting
Blink Fitness April 2014 - Present
The New York Times January 2013 - April 2014
ICON Capital Corp. June 2011 - January 2013
KPMG January 2008 - July 2011
Skills
Financial Reporting, Financial Statements, GAAP, CPA, Accounting, Auditing, Account Reconciliation, External Audit, Variance Analysis, Consolidation, Bank Reconciliation, Sarbanes-Oxley Act, IFRS, Analysis, Internal Audit, Sarbanes-Oxley, General Ledger, Financial Analysis, Journal Entries, Internal Controls, Financial Accounting, US GAAP, SEC filings, Technical Accounting..., Corporate Accounting, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
Masters, Accountancy
Binghamton University 2000 — 2004
BS, Financial Economics
J.P. Morgan May 2014 - Present
Bank Of America-Merrill Lynch March 2013 - May 2014
KPMG March 2012 - March 2013
Citi August 2011 - December 2011
UBS Wealth Management March 2005 - August 2011
AT&T Labs, Inc., Lucent Technologies July 1996 - March 2005
Skills
SDLC, Business Analysis, Agile Methodologies, Vendor Management, Oracle, Microsoft SQL Server, Unix, Management, Risk Management, PL/SQL, IT Management, Java, Project Management, Websphere, EJB, Financial Analysis, Financial Modeling, IT Operations, IT Outsourcing, Struts, Weblogic, SSAS 2008, Data Cubes, SSIS
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Master of Business Administration (M.B.A.), Finance & Investments
Monmouth University 1994 — 1996
Master's Degree, Electronic Engg.
Karnataka University 1987 — 1992
Bachelor's Degree, Electrical & Electronic Engg.
KPMG July 2015 - Present
KPMG October 2013 - July 2015
KPMG June 2012 - August 2012
Skills
Auditing, Financial Reporting, Accounting, Financial Accounting, Tax, GAAP, US GAAP, QuickBooks, Financial Statements, CPA, Sarbanes-Oxley Act, Tax Accounting
Education
City University of New York-Baruch College 2012 — 2013
Master's degree, Accounting, 4.0 / 4.0
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.98 / 4.0
Stevens Institute of Technology 2008 — 2009
ProAction September 2013 - Present
KPMG January 2013 - September 2013
Telaurus Communications LLC July 2010 - January 2012
CPower Inc May 2008 - June 2009
Management Technology Inc January 2001 - May 2008
Skills
Certified NetWare..., Microsoft Certified..., Certified Cisco Network..., CCNA, Novell Netware, Microsoft Certified..., Telecommunications, Troubleshooting, Certified Novell..., Active Directory, Networking, Windows Server, Blackberry, Software Installation, Routers, Help Desk Support, Printers, Technical Support, Hardware, DNS, VPN, Network Security, Microsoft Exchange, TCP/IP, Group Policy, Laptops, BMC Remedy
Education
Baruch College
Thomas Edison State College 2009 — 2012
Bachelor of Arts, Liberal Studies
PwC June 2014 - Present
KPMG November 2011 - June 2014
Densebrain February 2011 - May 2011
World Technology Corporation September 2010 - January 2011
JPMorgan Chase August 2007 - June 2009
Fam Financial Consultants April 2007 - July 2007
Skills
SOC 1, SAS70, IT Audit, Testing, IT Controls, Financial Risk, Risk Management, Operations Management, Project Management, Credit Derivatives, Valuation Modeling, Strategy, Derivatives, Financial Risk..., Capital Markets, Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance
University of Mumbai 2004 — 2007
Bachelor of engineeing, Information Technology
Bayerische Landesbank November 2009 - Present
Weiser LLP January 2009 - November 2009
KPMG February 2007 - December 2008
Citigroup August 2005 - December 2006
Calyon May 2001 - August 2005
BNP Paribas November 1993 - May 2001
Deloitte & Touche October 1988 - October 1993
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
BBA, Public Accounting
KPMG May 2010 - Present
KPMG July 2007 - May 2010
KPMG June 1999 - July 2007
NYU Langone Medical Center July 1998 - June 1999
Skills
Change Management, Knowledge Management, Project Management, Relationship Management, Stakeholder Management, Microsoft Excel, Microsoft Word, PowerPoint, Internal Controls, Financial Reporting, Business Process..., Enterprise Risk..., Sarbanes-Oxley Act, Management Consulting
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
Master of Business Administration (MBA), Health Services Administration
University of Rhode Island 1994 — 1998
Bachelor of General Studies, Health/Health Care Administration/Management
KPMG October 2013 - Present
KPMG August 2008 - October 2013
Skills
Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Risk Management, Auditing, Financial Accounting, Internal Controls, Internal Audit, Finance, General Ledger
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Accounting
LegalZoom September 2007 - Present
Skirball Cultural Center April 2007 - June 2007
Guggenheim Museum September 2004 - February 2007
KPMG January 2001 - June 2004
TheStreet.com June 1998 - January 2001
Education
Zicklin School of Business
MBA
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Accounting
KPMG September 2011 - Present
Anchorage Capital February 2010 - August 2011
Tishman Speyer January 2006 - January 2010
KPMG, LLP 2004 - 2006
Skills
Due Diligence, Investments, Tax, Mergers & Acquisitions, Private Equity, International Tax, Tax Research, Partnership Taxation
Education
Fordham University School of Law 2007 — 2011
J.D., Law
Baruch College 2002 — 2004
BBA, Accounting
PCCP, LLC (Pacific Coast Capital Partners) June 2015 - Present
The CIM Group December 2010 - Present
Tishman Speyer August 2007 - January 2009
KPMG 2006 - 2007
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Real Estate, Tax, US GAAP, Financial Modeling, Valuation, Corporate Finance, Financial Accounting, Account Reconciliation, General Ledger, QuickBooks, Budgets, Corporate Tax, Tax Research, Microsoft Excel, Financial Statements, Private Equity, Tax Returns, Sarbanes-Oxley Act, Tax Preparation, Cash Flow, Asset Management, Accruals, Finance, Mergers, Cash Management, Accounts Payable, Managerial Finance, Journal Entries, Consolidation, Bank Reconciliation, Accounts Receivable, Cash Flow Forecasting, PowerPoint, Acquisitions, Microsoft Word, Due Diligence, Partnership Taxation, Investments, Financial Audits
Education
Baruch College, City University of New York (CUNY)
Oracle September 2014 - Present
EMC August 2013 - August 2014
Viewpointe February 2012 - August 2013
IDT Corporation 2006 - 2012
Saint Barnabas Health Care System 2004 - 2006
KPMG 2004 - 2006
Saint Barnabas Health Care Systems 2004 - 2005
HR Dynamics February 1998 - October 1998
Columbia University 1995 - 1996
Skills
Solaris, High Availability, Oracle, Databases, Data Center, Linux, Storage, Testing, RMAN, NetApp, Leadership, Data Migration, Windows, Infrastructure, Data Guard
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 1996
Master Of Science
SUNY Stony Brook
Business Administration and Management, General
APG Asset Management US Inc 2005 - Present
KPMG December 1997 - June 2005
Smith Barney September 1996 - December 1997
KPMG May 1991 - September 1996
Skills
Performance Management, Human Resources, HR Policies, Employee Relations, Deferred Compensation, HRIS, Training, Management, Employee Benefits, Job Descriptions
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA
City University of New York-Baruch College 1990 — 1992
BS, Operations Management
Tatum, LLC 2007 - Present
Prosodie Interactive 2004 - 2007
Crystal Springs Water Company/Division of DS Waters of America 1990 - 2004
Pannell Kerr Forster 1984 - 1990
Comare Corporation 1980 - 1984
Colgate-Palmolive Company 1977 - 1980
KPMG 1974 - 1977
Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Strategy, Leadership, Finance, SEC filings, Integration, Internal Controls, Acquisition Integration, Business Process..., Mergers & Acquisitions, SEC Filings
Education
Saint John's University - Peter J. Tobin College of Business 1976 — 1979
MBA
City University of New York-Baruch College - Zicklin School of Business 1970 — 1974
BBA, Accounting
Junior High School PS 172
The Cornerstone Group of NY LLC August 2015 - Present
Lauton & Foxton Capital Partners July 2012 - August 2015
Terrace Capital, Inc. December 2009 - June 2012
Fisher Enterprises LLC February 2006 - February 2009
PricewaterhouseCoopers 1999 - 2001
KPMG 1998 - 1999
Skills
Commercial Mortgages, Investment Properties, Commercial Real Estate, Asset, Real Estate Economics, Real Estate Financing, Bridge Loans, Disposition, Mezzanine, Creative Financing, Real Estate Transactions, Brokerage, Debt Restructuring, Real Estate Private..., Leases, Real Estate, Real Estate Development, Asset Management, Loans, Investments, Due Diligence, Valuation, Commercial Lending, Refinance, Mortgage Lending, Private Equity, REO, Financial Structuring, Funding, Mergers & Acquisitions, Investors, Underwriting, Loan Origination, Finance, Corporate Real Estate, Capital, Investment Banking, Venture Capital, Portfolio Management, Leveraged Finance, Mortgage Banking, Financial Advisory, Private Placements, Residential Mortgages, Financial Services, Structured Finance, Asset Based Lending, CMBS, Acquisitions, Capital Markets
Education
Fordham University School of Law 1994 — 1997
JD, Law
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Accountancy
mru holdings inc directornew york state banking department2008 - 2009
ralph lauren 2003 - 2006
polo ralph lauren 2003 - 2006
cendant 2000 - 2003
cendant 2000 - 2003
cendant 1998 - 2002
Reader's Digest 1990 - 1998
Bristol Myers 1986 - 1990
KPMG 1983 - 1986
Skills
Due Diligence, Financial Analysis, Strategy, Investor Relations, Mergers & Acquisitions, Social Media, Capital Markets, Corporate Finance, Financial Services, Strategic Partnerships, Financial Modeling, Public Relations, Internal Communications, Equities, Entrepreneurship, Corporate Communications, Process Improvement, Investments, Strategic Communications, Management, Start-ups, Executive Management, Strategic Planning, Crisis Communications, Project Management, IPO, Editing, Fundraising, Marketing, Marketing Strategy
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
accountancy
New York University
KPMG June 2010 - Present
E&Y August 2004 - May 2010
Buck Consultants August 1996 - August 2002
Skills
Accounting, Auditing, Business Valuation, Buy-side, Corporate Finance, Data Analysis, Employee Benefits, Finance, Financial Analysis, Due Diligence, Financial Reporting, Financial Modeling, Financial Services, Internal Controls, Management, Mergers, Private Equity, Risk Management, Sell Side, Valuation, Venture Capital, Mergers
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Accountancy
Brandeis University 1992 — 1996
BA, Economics
KPMG
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
KPMG
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BCD Meeting and Incentives June 2004 - Present
KPMG 2003 - 2004
Ziff Davis Media 1997 - 2003
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Management
McGladrey September 2015 - Present
SC&H Group October 2012 - February 2015
MarketSphere Consulting October 2008 - November 2011
KPMG April 2003 - October 2007
ING March 1998 - March 2003
Barclays Investment Bank 1996 - 1998
Deloitte & Touche 1993 - 1996
Skills
unclaimed property, escheat, abandoned property, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Audit, General Ledger, Tax, Due Diligence, CPA, Financial Statements, GAAP, Risk Management, US GAAP
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Accounting
KPMG January 2014 - Present
Barnes & Noble June 2011 - February 2013
Barnes & Noble October 2009 - August 2011
Medmatics November 2008 - May 2009
Lehman Brothers March 2007 - October 2008
Department of Decision and Information Technologies (Smith School of Business) September 2005 - December 2006
Lehman Brothers May 2006 - August 2006
Avon May 2005 - August 2005
Skills
Visio, SQL, Market Research, Oracle, Product Marketing, Product Management, Competitive Analysis, Product Launch, Project Management, Project Coordination, Social Media, Management, Training, Access
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & Decision Sciences
University of Maryland College Park 2003 — 2007
Bachelor's Degree, Management Information Systems, General
American Express August 2012 - Present
American Express October 2010 - August 2012
KPMG September 2007 - October 2010
RSM McGladrey January 2006 - May 2007
McGladrey & Pullen LLP (f/k/a GGK) 2005 - 2007
Bank of New York Mellon 2004 - 2005
Skills
Corporate Tax, Tax, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
FTI Consulting February 2010 - Present
LECG 2007 - July 2010
FTI Consulting 2004 - 2007
KPMG 2001 - 2004
TOSCO Corporation 1999 - 2001
Chem Systems Inc. 1979 - 1999
Education
Baruch College, City University of New York (CUNY) 1973 — 1975
MBA, Business Administration & Finance
The Cooper Union for the Advancement of Science and Art 1968 — 1972
Volt Information Sciences June 2010 - Present
KPMG January 2004 - June 2010
Prager and Fenton September 2002 - December 2003
Goldman Sachs March 1997 - August 2002
Arthur Andersen 1995 - 1997
Skills
Accounting, Auditing, Business Strategy, CPA, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, SEC Filings, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Start-ups, Strategy, US GAAP, External Audit, Management
Education
Baruch College, City University of New York (CUNY)
New Vision Tax Services Inc July 2012 - Present
New York State Society of Enrolled Agents 2005 - Present
IDM Tax Services and Consulting (International Headquarters) November 1998 - Present
National Association of Black Accountants (NABA) 1982 - Present
Intuit November 2011 - April 2012
Israeloff, Trattner & Co., P.C. January 2008 - March 2010
NYSSCPA Queens Chapter Tax Committee 2006 - 2009
KPMG 1996 - 2005
Deloitte Touche Tohmatsu 2000 - 2001
Skills
Tax Preparation, Tax, Tax Research, Accounting, QuickBooks, Small Business, Tax Advisory, Income Tax, Corporate Tax, Tax Accounting, Finance, IRS, Financial Reporting, Financial Statements, Nonprofits, Consolidated Returns, Consulting, Accounts Receivable, CPA, Accounts Payable, General Ledger, Payroll, Tax Returns, Partnership Taxation, Non-profits, Auditing
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1993
MBA, Taxation
Howard University 1977 — 1981
BBA, Cum Laude, Accounting
Jamaica High School 1974 — 1977
NYS Regents Diploma with Honors, Computer Science Honors Core and Jazz Ensemble Special Studies
New York University ($3.6B Global Institute of Higher Education) April 2011 - Present
Terex Corporation May 2009 - March 2011
Terex June 2005 - April 2009
ACNielsen (acquired by VNU in 2000) September 1998 - May 2005
PricewaterhouseCoopers April 1997 - August 1998
Duracell March 1994 - March 1997
Duracell September 1989 - March 1994
Bristol-Myers Squibb September 1987 - September 1989
KPMG July 1979 - June 1987
Education
Baruch College, City University of New York (CUNY) 1975 — 1979
KPMG June 2009 - Present
KPMG June 2008 - December 2008
Skills
Tax, Tax Research, Accounting, Tax Accounting, Alternative Investments, CPA, GoSystems, Partnership Taxation, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MS, Accounting
Scarpati & Associates, LLP January 1990 - Present
Scarpati Quinn & Hennessey, LLP 2001 - 2005
KPMG August 1986 - January 1990
Skills
Management Consulting, Financial Accounting, Tax Accounting, International Tax, Financial Systems, Real Estate Investment, Real Estate Development, Real Estate Finance, Real Estate Transactions, Acquisition Analysis, Auditing, M&A due diligence, Banking, outsourced accounting..., outsourced tax..., Investment Properties, Investments, Real Estate Economics, Due Diligence, Business Valuation, Private Equity, Mergers & Acquisitions, Entrepreneurship, Tax, Valuation, CPA, Asset Management, Corporate Finance
Education
Baruch College 1990 — 1993
MS, Taxation, Taxation
Baruch College 1982 — 1986
BBA, Accounting, Accounting and Auditing
North Shore-LIJ Health System August 2011 - Present
KPMG August 2005 - July 2011
Skills
Auditing, Internal Audit, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Economics
KPMG July 2007 - Present
Integrated Management Solutions, "IMS" January 2000 - April 2006
Education
Baruch College, City University of New York (CUNY) 2002 — 2007
KPMG October 2008 - Present
KPMG January 2007 - April 2008
Bruce H. Sobel CPA, PC August 2005 - December 2006
Changing Times Interiors March 2004 - August 2005
Skills
Financial Reporting, Accounting, Tax, US GAAP, Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business
AIG June 2014 - Present
Cantor Fitzgerald May 2008 - June 2014
KPMG 2003 - 2008
Skills
Financial Reporting, SEC filings, Financial Analysis, Internal Controls, Financial Modeling, GAAP
Education
Baruch College 2008 — 2013
MBA, Finance and Taxation
Hofstra University 2000 — 2003
BBA, Accounting
Deborah Heart and Lung Center/ Deborah Hospital February 2015 - Present
Raritan Bay Medical Center October 2012 - Present
Raritan Bay Medical Center January 2012 - October 2012
David M. Pasternak July 2000 - 2010
Merrill Lynch April 1999 - July 2000
KPMG June 1998 - April 1999
PaineWebber July 1993 - June 1998
David M. Pasternak April 1991 - July 1993
Polaris Consulting Services July 1987 - April 1991
Price Waterhouse January 1984 - January 1985
Skills
Nursing, Mental Health, BLS, Project Management, Business Development, Relationship Management, E-commerce, Requirements Analysis, Model 204, IDMS, MySQL, PL/1, COBOL, SPSS, SAS, Informatics, Software Project..., Healthcare, Databases, ACLS, Software Documentation, Disaster Recovery, Project Planning, Management, Visio, SDLC, Access, Data Analysis, Training, Healthcare Information..., Quality Assurance, EMR, EHR, Time Management, Program Management, Recruiting, Process Improvement, Systems Analysis, Security, Leadership, Healthcare Management, Integration, Business Process..., Vendor Management, Performance Management, Hospitals, Fundraising, Business Analysis, Analysis, Inpatient
Education
Rutgers School of Nursing
MSN, Nursing Informatics
Middlesex County College
Associate of Science (AS), Nursing
City University of New York-Baruch College
MBA, Computer Information Systems
City University of New York-Brooklyn College
BS, Psychology, Computer and Information Science
Yeshiva of Far Rockaway
HS
Credit Suisse March 2013 - Present
Credit Suisse March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers January 2006 - September 2008
Siemens July 2004 - December 2005
KPMG May 2000 - July 2004
Thomson Financial April 1998 - May 2000
Thomson Financial March 1996 - April 1998
Skills
SDLC, PMO, Project Management, Process Improvement, Management, Data Warehousing, Business Analysis, Project Portfolio..., Project Delivery
Education
Pace University 2006 — 2008
MS, Internet Technology
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Finance
Local Initiatives Support Corporation September 2003 - Present
KPMG 2000 - 2002
Skills
Accounting, Grants, Financial Analysis, Financial Reporting, Auditing, Account Reconciliation, Bookkeeping, Financial Accounting, Process Improvement, Microsoft Excel, Budgets, Nonprofits, Accounts Payable
Education
Baruch College, City University of New York (CUNY) 1984 — 1989
BBA, Accounting
KPMG November 2013 - Present
Cavalry Asset Management November 2006 - June 2013
PricewaterhouseCoopers 2000 - 2006
Skills
Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Accounting
Manulife Financial October 2011 - Present
MetLife July 2009 - June 2010
MetLife August 2006 - June 2009
Bristol-Myers Squibb March 2005 - September 2006
KPMG September 2001 - March 2005
Skills
Sarbanes-Oxley Act, Auditing
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2001
BBA, Accounting
Deloitte Consulting September 2015 - Present
EY December 2013 - September 2015
KPMG July 2009 - December 2013
KPMG January 2007 - July 2009
Skills
Financial Reporting, Management, Financial Analysis, Leadership, Revenue Recognition, Analysis, Accounting, Accounts Receivable, Peer Mentoring, Financial Data..., P&L Management, Risk Management, Microsoft Excel, Financial Accounting, Accounts Payable, Invoicing, Customer Service, Internal Controls, DSO Reduction, Public Speaking, Communication, P&L Financial Management, DSO, Auditing, Project Management, Finance, Microsoft Office, Capital IQ, SAP, SAP Implementation, SharePoint
Education
Johnson & Wales University 2002 — 2006
Bachelor, Finance and Financial Management Services
Baruch College, City University of New York (CUNY) 2015 — 2016
CAPS Certificate, Project Management
SS&C Technologies January 2015 - Present
KPMG January 2009 - January 2015
KPMG January 2008 - May 2008
Michael Levin, CPA, PC July 2007 - November 2007
Skills
Tax, Partnership Taxation, Real Estate Private..., CPA, Tax Accounting, Big 4, Corporate Tax, Accounting, Alternative Investments, Financial Services, International Tax, Tax Research, Fund Of Funds, Financial Accounting, Financial Reporting, Tax Preparation, US GAAP, GAAP, Financial Analysis, Tax Returns, Financial Statements, Private Equity, Income Tax, Tax Advisory, US Tax
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
Masters, Taxation
The George Washington University - School of Business 2003 — 2007
Bachelors of Accountancy, Accounting
W. P. Carey Inc. July 2015 - Present
MFA Financial, Inc December 2011 - July 2015
KPMG September 2008 - December 2011
Skills
Financial Reporting, XBRL, Auditing, US GAAP, CPA, Internal Controls, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Accounting, GAAP, IFRS, External Audit, Big 4, Consolidation, Financial Statements, Financial Accounting, Sarbanes-Oxley, 10K, 10Q, Press Releases, Fillings, SEC Filings
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MS, Accounting
BlackRock March 2015 - Present
Barclays Capital August 2010 - March 2015
GE Commercial Real Estate September 2008 - August 2010
Merrill Lynch 1998 - 2008
KPMG 1993 - 1995
Skills
Tax, International Tax, Financial Reporting, Tax Accounting, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Big 4, Risk Management, SEC filings, Corporate Finance, Accounting, Due Diligence, SEC Filings, Internal Controls
Education
Baruch College
BBA, Accountancy
RBC Capital Markets July 2013 - Present
Ridge Clearing November 2011 - Present
BNP Paribas July 2011 - July 2011
Societe Generale April 2008 - August 2008
KPMG April 2006 - March 2008
GlobeOp Financial Services July 2004 - April 2006
Federated Investors September 2001 - July 2004
Bear Stearns June 1997 - March 2001
Skills
Trading, Fixed Income, Middle Office, Equities, Derivatives, Hedge Funds, Securities, Settlement, Mutual Funds, Operational Risk, Risk Management, Relationship Management, Operational Risk..., Financial Services, Bloomberg, Capital Markets, Prime Brokerage
Education
City University of New York-Baruch College 1997 — 2000
MBA, Finance and Investments
State University of New York College at Oneonta
BS, Business Economics
KPMG December 2014 - Present
BDO USA LLP 2004 - Present
BDO Seidman, LLP October 2012 - November 2014
Skills
US GAAP, Financial Reporting, SEC Filings, Auditing, Internal Controls, Accounting, Financial Statements, GAAP, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, CPA, Financial Audits, General Ledger, Risk Management
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Bachelor of Business Administration
Capstone Valuation Services, LLC Director
Trenwith Group, LLC 2004 - 2008
BDO Seidman 1998 - 2004
BDO 1997 - 2004
KPMG LLP (subsequently Bearingpoint LLP) 1987 - 1997
KPMG 1987 - 1997
Standard Research Consultants 1976 - 1987
Education
Baruch College, City University of New York (CUNY) 1974 — 1980
MBA, Finance and Investments
Deloitte & Touche LLP January 2012 - Present
Deloitte January 2012 - Present
Parkadon Management Inc August 2010 - December 2011
KPMG January 2010 - May 2010
Skills
Financial Analysis, Due Diligence, Accounting, Tax, Risk Assessment, CPA
Education
Baruch College 2007 — 2011
MS, Accounting
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA, Finance
Citi September 2011 - Present
JPMorgan Chase March 2010 - September 2011
IQ Consulting April 2009 - March 2010
KPMG January 2008 - April 2009
Deloitte & Touche January 2006 - January 2008
NYU School of Medicine November 2003 - January 2006
Skills
Auditing, US GAAP, Internal Controls, GAAP, Valuation, Hedge Funds, Sarbanes-Oxley Act, Finance, Accounting, Financial Reporting, Financial Services, Financial Modeling, Investments, Financial Statements, Equities, Financial Analysis, Private Equity
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
Nationwide Childrens Hospital July 2010 - Present
KPMG 2003 - 2008
Education
Baruch College, City University of New York (CUNY)
NYC Department of Investigation March 2009 - July 2013
Daylight Forensic and Advisory August 2006 - March 2009
Computer Associates (CA) - XECA 2006 - 2006
American Express 2005 - 2006
KPMG 1998 - 2005
Skills
Forensic Accounting, Investigations, Fraud Investigations, Litigation Support, Certified Fraud Examiner, Forensic Investigations, Fraud, Internal Investigations, Private Investigations, Forensic Analysis, Criminal Investigations, Evidence, Internal Audit, Risk Assessment, OFAC, Enterprise Risk..., AML, Expert Witness, FCPA, Investigation, Due Diligence, Enforcement, Anti-corruption, Computer Forensics, KYC, Background Checks, Auditing, Bank Secrecy Act, Physical Security, Interrogation, Financial Risk, Corporate Governance, Surveillance, Executive Protection, CPA, Internal Controls, Police
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
Astoria Bank May 2012 - Present
Gold Coast Bank May 2009 - May 2012
Quantum Auto Group February 2004 - December 2008
Dime Savings Bank, FSB August 1987 - July 2001
Dime Bancorp 1987 - 2001
KPMG July 1985 - August 1987
Skills
Financial Reporting, Banking, Commercial Banking, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accounting
EmblemHealth 2005 - Present
Freelance; Self-employed March 1990 - March 2004
BNY Mellon February 1987 - February 1990
KPMG February 1982 - January 1987
Internal Revenue Service September 1981 - February 1982
Skills
Tax, Financial Reporting, Accounting, Tax Advisory, Sarbanes-Oxley Act, SEC filings, GAAP
Education
Baruch College, City University of New York (CUNY)
Taxation -Graduate Studies
Rutgers, The State University of New Jersey-New Brunswick
BA, Business/Accounting
Castleton Commodities International July 2012 - March 2013
KPMG December 2009 - June 2012
KPMG January 2009 - May 2009
KPMG June 2008 - August 2008
Skills
Tax Accounting, Corporate Tax, Financial Reporting, Tax, Tax Research, GAAP, Accounting, Auditing
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MS, Accounting
School of Oriental and African Studies, U. of London 2004 — 2005
LLM, International Business Law
Morgan Stanley September 2014 - Present
Royal Bank of Scotland May 1997 - August 2014
UBS March 1987 - May 1997
KPMG June 1984 - March 1987
Skills
Disaster Recovery, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
MBA, Finance
University at Albany, SUNY 1980 — 1983
B.S., Accounting, Computer Science
Chan Sui Ki College 1973 — 1978
High School
Primerica, Inc. March 2011 - Present
Lodgian, Inc. May 2010 - February 2011
Lodgian, Inc. November 2008 - May 2010
KPMG 2006 - 2008
KPMG January 2001 - April 2006
Skills
Accounting, Tax, Auditing, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Income Tax, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, General Ledger, Tax Preparation
Education
Georgia State University 2013 — 2014
Master of Taxation, Taxation
Kennesaw State University 2009 — 2010
Master of Accounting (MAcc), Accounting w/ Tax Concentration
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting
KPMG February 2015 - Present
TD Ameritrade August 2009 - January 2015
Cantor Fitzgerald August 2008 - February 2009
Dresdner Bank AG February 2005 - January 2008
Dresdner Bank AG February 2005 - August 2006
WestLB 2003 - 2005
Datek Online 2000 - 2003
NatWest Markets 1996 - 1999
Skills
Capital Markets, Fixed Income, Compliance, Risk Management, Fixed Income Trading, Portfolio Management, Asset Management, Financial Risk, AML, Securities, Operational Risk, Management, Series 7, Investments, Accounting, KYC, Financial Services, Mutual Funds, Options, Derivatives, Equities, Hedge Funds, Alternative Investments, Series 63, Trading, Credit Risk, Trading Systems, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Mesoblast, Inc. March 2011 - Present
ANA December 2009 - February 2011
BrookfieldOMS May 1996 - May 2009
Jonathan Arnold April 1992 - May 1996
CS First Boston Corporation August 1988 - April 1992
KPMG June 1986 - August 1988
Skills
General Ledger, Accounting, Account Reconciliation, Cash Management, Fixed Assets, Financial Statements, Payroll, Accruals, Budgets, Journal Entries, Great Plains Software, Excel, MS Outlook, CYMA, SAP, AccPac, Outlook, Microsoft Excel, Accpac
Education
Baruch College 1984 — 1986
B.B.A, Accounting
Baruch College, City University of New York (CUNY) 1984 — 1986
BBA, Accounting
BTG Pactual March 2012 - Present
KPMG July 2009 - March 2012
PricewaterhouseCoopers September 1998 - July 2009
Maier, Markey & Menashi LLP 1997 - 1998
Skills
Tax Accounting, Corporate Tax, Tax Research, Tax, SEC filings, Partnership Taxation, Income Tax, CPA, International Tax, US GAAP, Sarbanes-Oxley Act, Tax Advisory
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA, Accounting
EY November 2011 - Present
KPMG December 2009 - November 2011
Goldman Sachs January 2011 - September 2011
Skills
Tax, CPA, Corporate Tax, Tax Accounting, International Tax, Tax Research, Accounting, GAAP, US GAAP, Income Tax, Financial Reporting, Financial Accounting, Partnership Taxation, Tax Preparation
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master, Taxation, 3.6
City University of New York-Baruch College 2005 — 2009
Bachelor’s Degree, Accounting, 3.7
The Dow Chemical Company April 2012 - Present
The Dow Chemical Company March 2011 - April 2012
KPMG July 2005 - February 2011
The Dow Chemical Company August 2001 - July 2005
KPMG US January 1996 - August 2001
HSC LLP 1993 - 1995
Skills
US GAAP, External Audit, Internal Audit, Sarbanes-Oxley, IFRS, Financial Services, ERP Implementations, financial due diligence, Operational Due..., Credit File Review, Risk Management, Process Improvement, Financial Audits, Financial Modeling, Project Management
Education
Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
GDF SUEZ Energy North America, Inc. September 2009 - Present
GDF SUEZ Energy NA, Inc June 2008 - September 2009
IKOEmed, LLC Medical August 2006 - June 2008
Baily, Inc. August 1997 - July 2006
KPMG September 1993 - August 1995
Skills
Microsoft Office, Quickbooks, Peachtree, Visual Basic, Accounting
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
Master of Business Administration, Finance and Investment
Tamkang University
Bachelor of Business, Accounting
TD Securities (USA) LLC March 2011 - Present
KPMG September 2008 - February 2011
Con Edison June 2007 - August 2007
Skills
Tax, Accounting, Tax Compliance, Financial Reporting, Compliance, Corporate Tax, Banking, Tax Accounting, Tax Preparation, Income Tax, Financial Statements, CPA, Sales Tax, Partnership Taxation, Tax Research, US GAAP, Tax Returns
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BA, Accounting
Highbridge Capital Management July 2014 - Present
KPMG September 2011 - July 2014
Merrill Lynch July 2009 - December 2009
Skills
Financial Accounting, Accounting, Vlookup, Auditing, Financial Reporting
Education
Baruch College 2006 — 2010
Bachelor's degree, Finance and Investments
City University of New York-Baruch College 2006 — 2010
Master's degree, Accounting and Finance
PRESEC
PRESEC
PwC July 2015 - Present
PwC February 2013 - June 2015
The Bank of New York Mellon August 2010 - February 2013
KPMG July 2010 - July 2010
KPMG US January 2008 - June 2010
KPMG August 2007 - December 2007
PwC June 2007 - August 2007
KPMG January 2007 - May 2007
Skills
Capital Markets, Accounting, Tax, Asset Management, Mutual Funds, Investment Management, Financial Accounting, Financial Reporting, Auditing, Tax Research, International Tax, Corporate Tax, Partnership Taxation, Income Tax, SEC filings, Tax Preparation, Due Diligence, Big 4, Financial Statements, Financial Modeling, Mergers & Acquisitions, Private Equity, Valuation, SEC Filings
Education
St. John's University
MS, Taxation
Baruch College, City University of New York (CUNY)
BBA, Accounting
TIAA-CREF November 2010 - Present
KPMG October 2006 - October 2010
Skills
Corporate Tax, Tax, Sarbanes-Oxley Act, SEC filings, GAAP, Financial Accounting, Statutory Accounting, Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Property Tax
Education
Baruch College 2012 — 2014
Master of Science (MS), Taxation
University of Maryland - Robert H. Smith School of Business 2003 — 2006
Bachelors - Summa Cum Laude, Accounting
KPMG September 2006 - Present
Triad Securities Corp. August 2005 - August 2006
Control Building Services September 2004 - August 2005
Control Building Services September 2000 - September 2004
Education
Baruch College, City University of New York (CUNY)
MBA, Accountancy
SUNY Old Westbury
BS, Business Administration and Management
Morgan Stanley September 2014 - Present
Royal Bank of Scotland December 2010 - August 2014
Royal Bank of Scotland May 1997 - December 2010
UBS PaineWebber March 1987 - May 1997
KPMG June 1984 - March 1987
Skills
Auditing, Banking, Internal Controls, AML, Information Technology, Operational Risk, Credit Risk, Capital Markets, Investment Banking, Fixed Income, IT Audit, Derivatives, Financial Risk, Swaps, Risk Management
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
MBA, Finance
University at Albany, SUNY 1980 — 1983
BS, Accouting, Computer Science
Independent Accounting Professional 2009 - Present
BDO USA, LLP 2004 - 2009
Bestfoods 1998 - 2001
KPMG Audit 1971 - 1998
KPMG 1971 - 1998
Education
Baruch College, City University of New York (CUNY) 1965 — 1970
BBA, Accounting
Volonakis, Bedevian & Loucas LLC January 2013 - Present
Grant Thornton LLP June 2008 - November 2009
KPMG April 2007 - May 2008
Geller & Company August 2004 - March 2007
Skills
Corporate Tax, Tax Research, GAAP, CPA, Income Tax, Accounting, Financial Reporting, Accountants, Tax Accounting
Education
Baruch College, City University of New York (CUNY) 1998 — 2003
BBA, Accounting
Senzar Asset Management May 2012 - Present
PineBridge Investments July 2011 - May 2012
FrontPoint Partners October 2004 - July 2011
Inverness Management September 1998 - October 2004
KPMG January 1997 - September 1998
D'Arcangelo & Co., LLP January 1995 - December 1996
KPMG August 1991 - January 1995
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment
Education
City University of New York-Baruch College 1987 — 1991
BBA, Accounting
KPMG
Education
Baruch College, City University of New York (CUNY)
KPMG July 2012 - Present
KPMG November 2009 - June 2012
KPMG June 2008 - July 2009
Folkenflik & McGerity Law Firm August 2006 - May 2008
Skills
Indirect Taxation, Legal Research, Tax Law, Due Diligence, State and Local Tax, Sales & Use Tax, Audit Defense, Reverse Sales & Use Tax..., Data Analysis, Gross Receipts Tax..., Microsoft Office, CCH Intelliconnect
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Master of Science, Taxation
Baruch College, City University of New York (CUNY) 2005 — 2008
Bachelor of Business Administration, Accounting, Economics
Boston University 2004 — 2005
Forest Hills High School 2000 — 2004
KPMG October 2014 - Present
KIM LEE CPAS LLP October 2009 - Present
Shinhan Bank America May 2009 - October 2009
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BBA, accountancy
Cushman & Wakefield November 2014 - Present
KPMG April 2010 - November 2014
Morgan Stanley January 2007 - April 2010
ERNST&YOUNG November 2004 - January 2007
Marcum LLP February 2002 - November 2004
Skills
IFRS, US GAAP, Internal Controls, Auditing, External Audit, Corporate Tax
Education
Pace University - Lubin School of Business 2004 — 2006
Master's degree, Taxation
Baruch College, City University of New York (CUNY) 1999 — 2002
Bachelor of Business Administration (BBA), Accounting
Mediaocean (formerly Donovan Data Systems) April 2003 - Present
KPMG October 2002 - April 2003
PKF January 2000 - July 2002
Skills
Microsoft Office, Navision Accounting..., Bilingual-Chinese
Education
Baruch College 1994 — 1998
MBA, Accountancy
GE Capital July 2014 - Present
JPMorgan Chase June 2012 - July 2014
Credit Suisse April 1998 - June 2012
Salomon Brothers 1986 - 1998
KPMG 1982 - 1986
Skills
Financial Analysis, Investment Banking, Financial Modeling, Certified Public..., Liquidity Management, Transfer Pricing, Money Market, Accounting, Auditing, CPA, Capital Markets, Finance, Financial Audits, Financial Reporting, Financial Services, Forecasting, Funding, General Ledger, Internal Controls, Liquidity, Operational Risk, Sarbanes-Oxley Act, Trading, Treasury, Treasury Management, Analysis, Cash Management, Financial Accounting, Liquidity Risk, Portfolio Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Accounting
Barclays December 2013 - Present
KPMG October 2010 - December 2013
Skills
Accounting, Corporate Tax, Financial Reporting, GAAP, Income Tax, Tax, Tax Accounting, Tax Research
Education
Baruch College 2010 — 2013
MS, Taxation
SUNY Albany 2006 — 2010
BS, Accounting
Vertical Circuits, Inc. 2009 - 2012
Vertical Circuits Inc. 2006 - 2007
Borland Software 2005 - 2006
Permal Asset Management May 1998 - April 2005
PwC September 1996 - May 1998
KPMG December 1995 - July 1996
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, External Audit, SEC filings, General Ledger, Financial Statements
Education
Baruch College 1991 — 1995
BBA, Accounting
Grover Cleveland HS
KPMG 2004 - 2012
Skills
Asset Managment, Private Equity, Financial Reporting, Auditing, Mutual Funds, Investment Company Act, Investment Companies, Accounting, Hedge Funds, Alternative Investments, CPA, Big 4, GAAP, Internal Controls
Education
Baruch College 1999 — 2003
Bachelor of Business Administration (BBA), Zicklin School of Business - Accounting Major, 3.9
Screenvision October 2011 - Present
KPMG 2015 - 2015
DSA Tax & Bookkeeping, Inc. July 2007 - September 2011
Skills
QuickBooks, Accounting, Financial Statements, Tax, Journal Entries, Tax Law, Preparation, Sales & Use Tax, IRS, Mergers & Acquisitions, Tax Preparation, Corporate Tax
Education
Baruch College, City University of New York (CUNY) 2011 — 2013
Master's Degree, Taxation
Hofstra University 2003 — 2007
Bachelor's Degree, Accounting
The New York Foundling Hospital, New York, NY June 2002 - Present
Intergrated Healthcare Management, Inc July 2000 - June 2002
KPMG November 1999 - July 2000
Jewish Association for Service for the Aged June 1998 - November 1999
N. Cheng & Co., P.C. June 1996 - June 1998
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
Master of Business Administration (M.B.A.), Accounting